Unitedhealth GroupUNH

13F holders, Q3 2024 (September 30)
3,474holders +71
184new positions
127sold out
15famous investors
$584.29avg. 13F price*

At the end of Q3 2024, 3,474 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, up 71 from Q2 2024. 184 opened new positions and 127 sold out. The largest holders were Vanguard Group Inc. ($49.7B), BlackRock, Inc. ($43.0B) and State Street Corp. ($26.6B). 15 famous investors held it, including Chase Coleman (5.9% of Tiger Global Management's portfolio), Stephen Mandel (3.6% of Lone Pine Capital's portfolio) and Jeremy Grantham (3.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions184$3.3B
Exits127$1.1B

All 13F filers, Q2 2024 → Q3 2024: 30,341,469 shares bought and 29,108,895 shares sold, net +1,232,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,474 holders

Vanguard Group Inc. 0.89% Add +1.2% 84,953,598 $49.7B
BlackRock, Inc. 0.91% — 73,614,607 $43.0B
State Street Corp. 1.08% Add +1.3% 45,540,102 $26.6B
FMR LLC 1.16% Reduce -0.6% 32,501,145 $19.0B
JPMorgan Chase & Co. 1.23% Add +8.2% 26,350,282 $15.4B
Capital World Investors 2.38% Reduce -6.4% 26,240,746 $15.3B
T. Rowe Price Associates Inc. 1.69% Reduce -3.8% 25,023,553 $14.6B
Wellington Management Group LLP 2.55% Reduce -3.9% 24,865,003 $14.5B
Morgan Stanley 0.85% Reduce -0.3% 19,999,973 $11.7B
Geode Capital Management, LLC 0.93% Add +1.6% 19,636,704 $11.4B
Capital Research Global Investors 2.19% Add +2.4% 17,982,296 $10.5B
Capital International Investors 1.65% Add +10.4% 14,709,642 $8.6B
Norges Bank 0.97% Add +1.7% 11,911,363 $7.0B
Northern Trust Corp. 0.81% Reduce -6.6% 8,445,183 $4.9B
Franklin Resources Inc. 1.39% Add +2.5% 8,061,916 $4.9B
Royal Bank of Canada 1.04% Reduce -5.7% 8,022,230 $4.7B
Wells Fargo & Company 1.13% Reduce -2.9% 7,934,948 $4.6B
Alliancebernstein L.P. 1.55% Reduce -0.1% 7,914,837 $4.6B
Bank of New York Mellon Corp 0.86% Reduce -1.8% 7,895,084 $4.6B
Bank of America Corp. 0.40% Add +15.6% 7,736,955 $4.5B
Nuveen Asset Management, LLC 1.15% Reduce -6.7% 6,987,001 $4.1B
Legal & General Group Plc 0.99% Add +1.5% 6,462,239 $3.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.95% Reduce -0.4% 6,291,708 $3.7B
UBS Group AG 1.00% Reduce -0.1% 6,123,088 $3.6B
Invesco Ltd. 0.69% Add +15.1% 6,121,260 $3.6B
Charles Schwab Investment Management Inc. 0.67% Reduce -7.1% 6,040,970 $3.5B
Goldman Sachs Group Inc. 0.60% Add +8.0% 5,326,130 $3.1B
Sanders Capital, LLC 4.40% Add +0.1% 5,196,602 $3.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.10% Add +29.2% 5,079,476 $3.0B
Janus Henderson Group PLC 1.48% Reduce -0.2% 4,958,299 $2.9B
Deutsche Bank AG 1.15% Add +16.5% 4,806,193 $2.8B
Clearbridge Investments, LLC 2.16% Reduce -4.9% 4,700,423 $2.7B
Ameriprise Financial Inc. 0.69% Add +21.4% 4,578,513 $2.7B
Canada Pension Plan Investment Board 2.40% Add +38.4% 4,332,839 $2.5B
T. Rowe Price Investment Management, Inc. 1.43% Reduce -15.3% 4,062,825 $2.4B
Dimensional Fund Advisors LP 0.57% Add +5.2% 4,014,343 $2.3B
Dodge & Cox 1.29% Reduce -0.5% 3,902,210 $2.3B
GQG Partners LLC 3.41% New 3,716,238 $2.2B
Barclays PLC 0.83% Add +1.5% 3,211,781 $1.9B
Fisher Asset Management 0.77% Add +3.5% 3,197,167 $1.9B
Amundi 0.66% Reduce -21.8% 3,077,630 $1.8B
Swiss National Bank 1.04% Add +0.1% 2,731,961 $1.6B
California Public Employees Retirement System 1.08% Reduce -1.1% 2,644,468 $1.5B
Sumitomo Mitsui Trust Group, Inc. 1.06% Add +0.4% 2,607,227 $1.5B
Mitsubishi UFJ Asset Management Co., Ltd. 1.61% Reduce -2.7% 2,583,221 $1.5B
HSBC Holdings PLC 0.94% Reduce -11.1% 2,585,335 $1.5B
Bank of Montreal 0.68% Add +10.2% 2,489,802 $1.4B
Tiger Global Management 5.90% Add +0.8% 2,365,400 $1.4B
Raymond James & Associates 0.84% Add +33.1% 2,361,396 $1.4B
TD Asset Management Inc 1.19% Add +20.2% 2,314,430 $1.3B
Eagle Capital Management LLC 4.97% Reduce -0.1% 2,290,158 $1.3B
Swedbank AB 1.68% Reduce -3.3% 2,258,882 $1.3B
Orbis Allan Gray Ltd 6.99% Reduce -4.1% 2,257,855 $1.3B
Envestnet Asset Management Inc. 0.41% Add +2.7% 2,191,037 $1.3B
Mawer Investment Management Ltd. 5.81% Reduce -0.9% 2,179,775 $1.3B
Lazard Asset Management LLC 1.83% Reduce -13.4% 2,178,654 $1.3B
Schroder Investment Management Group 1.23% Add +56.3% 2,060,230 $1.2B
American Century Companies Inc. 0.68% Reduce -9.8% 2,005,795 $1.2B
Polen Capital Management LLC 3.01% Reduce -11.2% 1,996,422 $1.2B
Bessemer Group Inc. 1.92% Add +3.4% 1,992,096 $1.2B
Sustainable Growth Advisers, LP 4.42% Reduce -9.0% 1,782,406 $1.0B
Principal Financial Group Inc. 0.57% Add +11.3% 1,778,636 $1.0B
Fiera Capital Corp 3.12% Reduce -1.7% 1,774,123 $1.0B
Veritas Asset Management LLP 7.60% Reduce -1.8% 1,759,015 $1.0B
National Pension Service 0.96% Add +15.0% 1,704,560 $996.6M
GMO 3.10% Reduce -14.7% 1,690,509 $988.4M
Ensign Peak Advisors, Inc 1.73% Reduce -0.2% 1,681,621 $983.2M
Stifel Financial Corp. 1.02% Reduce -1.8% 1,668,553 $975.7M
Rhumbline Advisers 0.85% Reduce -3.1% 1,611,583 $942.3M
1832 Asset Management L.P. 1.56% Reduce -11.3% 1,594,545 $932.3M
Allianz Asset Management GmbH 1.44% Reduce -8.2% 1,584,656 $926.5M
Manufacturers Life Insurance Company, The 0.82% Reduce -30.4% 1,577,487 $922.3M
Arrowstreet Capital, Limited Partnership 0.78% Reduce -14.6% 1,559,637 $911.9M
First Manhattan Co. Llc. 2.70% Reduce -4.2% 1,557,419 $910.6M
Macquarie Group Ltd. 0.98% Add +9.3% 1,549,539 $906.0M
Boston Partners 1.04% Add +4.9% 1,504,893 $879.0M
Fayez Sarofim & Co 2.21% Add +2.0% 1,484,819 $868.1M
CIBC Private Wealth Group LLC 1.55% Reduce -0.9% 1,482,723 $866.9M
Bank Julius Baer & Co. Ltd, Zurich 2.91% Reduce -2.1% 1,305,633 $865.2M
California State Teachers Retirement System 1.01% Reduce -0.6% 1,479,468 $865.0M
FIL Ltd 0.78% Add +7.7% 1,467,552 $858.0M
Vontobel Holding Ltd. 2.56% Reduce -22.2% 1,358,858 $794.5M
Royal London Asset Management Ltd. 1.90% Reduce -9.5% 1,321,829 $772.8M
New York State Common Retirement Fund 1.04% Reduce -5.3% 1,313,435 $767.9M
Neuberger Berman Group LLC 0.59% Add +47.1% 1,284,399 $751.0M
PNC Financial Services Group, Inc. 0.46% Add +0.3% 1,230,981 $719.7M
Corient Private Wealth LP 1.13% Add +6.7% 1,221,054 $713.9M
WCM Investment Management, LLC 1.59% Reduce -1.0% 1,204,585 $700.9M
Citigroup Inc. 0.63% Reduce -17.6% 1,150,676 $672.8M
Russell Investments Group, Ltd. 0.96% Add +10.6% 1,132,560 $662.0M
Aberdeen Group plc 1.20% Reduce -10.7% 1,127,047 $656.0M
US Bancorp \de 0.84% Reduce -0.5% 1,119,326 $654.5M
CANADA LIFE ASSURANCE Co 1.12% Add +2.9% 1,097,845 $642.7M
Farallon Capital Management, L.L.C. 3.56% Reduce -32.1% 1,097,900 $641.9M
Voya Investment Management LLC 0.74% Add +157.4% 1,048,639 $613.1M
National Bank of Canada 0.81% Reduce -5.9% 1,046,414 $611.8M
Longview Partners (Guernsey) LTD 4.16% Add +0.7% 1,038,198 $607.0M
Aviva PLC 1.58% Add +2.1% 1,036,837 $606.2M
Caisse de depot et placement du Quebec 1.20% Add +129.7% 1,029,540 $602.0M
Capital Wealth Planning, LLC 5.51% Reduce -0.7% 1,009,802 $590.4M
Allen Investment Management, LLC 6.93% Reduce -2.7% 997,266 $583.1M
SG Americas Securities, LLC 2.20% Add +134.3% 974,867 $570.0M
Ruane, Cunniff & Goldfarb L.P. 8.84% Reduce -1.8% 966,315 $565.0M
DekaBank Deutsche Girozentrale 1.01% Add +0.6% 936,422 $543.8M
Adage Capital Partners Gp, L.L.C. 0.94% Reduce -5.2% 909,472 $531.8M
LPL Financial LLC 0.23% Add +7.8% 895,944 $523.8M
BNP Paribas Financial Markets 0.51% Add +8.8% 894,824 $523.2M
Mairs & Power Inc. 4.90% Add +5.5% 891,662 $521.3M
Prudential Financial Inc. 0.73% Add +1.9% 890,109 $520.4M
State Board of Administration of Florida Retirement System 0.99% Reduce -1.9% 886,146 $518.1M
CI Investments Inc. 1.97% Add +11.4% 883,592 $516.6M
KBC Group NV 1.56% Reduce -3.2% 882,343 $515.9M
PineStone Asset Management Inc. 4.96% Add +2.3% 879,162 $514.0M
Handelsbanken Fonder AB 2.03% Add +1.0% 876,671 $512.6M
Raymond James Financial Services Advisors, Inc. 0.68% Add +6.8% 869,710 $508.5M
Baillie Gifford & Co. 0.38% Reduce -3.1% 866,500 $506.6M
Public Employees Retirement Association of Colorado 1.99% Add +6.3% 859,208 $502.4M
New York State Teachers Retirement System 1.03% Reduce -3.6% 850,460 $497.2M
Pictet Asset Management Holding SA 0.53% Reduce -2.1% 828,200 $484.2M
GUARDCAP ASSET MANAGEMENT Ltd 6.55% Reduce -6.8% 822,699 $481.0M
Lone Pine Capital 3.58% Reduce -13.0% 821,880 $480.5M
Lord, Abbett & Co. LLC 1.48% Add +29.1% 783,143 $457.9M
Epoch Investment Partners, Inc. 2.05% Reduce -9.7% 781,750 $457.1M
Findlay Park Partners LLP 4.16% Add +33.2% 753,626 $440.6M
Natixis Advisors, LLC 0.85% Add +11.0% 742,935 $434.4M
Jensen Investment Management Inc. 3.55% Reduce -24.8% 727,035 $425.1M
D. E. Shaw & Co. 0.60% Reduce -29.1% 723,261 $422.9M
Korea Investment CORP 1.00% Add +2.3% 723,075 $422.8M
Navera Investment Management Ltd. 7.42% Reduce -1.4% 714,020 $417.4M
Barrow Hanley Mewhinney & Strauss LLC 1.33% Reduce -0.8% 695,245 $406.5M
Brown Advisory Inc. 0.51% Reduce -0.5% 694,388 $406.0M
Danske Bank A/S 1.32% Add +5.7% 676,979 $395.8M
Nomura Asset Management Co. Ltd. 1.22% Add +0.6% 674,924 $394.6M
Mackenzie Financial Corp. 0.55% Add +1.2% 674,572 $394.4M
Robeco Institutional Asset Management B.V. 0.78% Add +28.8% 674,466 $394.3M
Chevy Chase Trust Holdings, LLC 1.20% Reduce -1.4% 668,395 $390.8M
Loomis Sayles & Co. L P 0.50% Add +0.7% 653,503 $382.1M
JARISLOWSKY, FRASER Ltd 2.09% Reduce -2.1% 640,277 $374.4M
Provident Trust Co. 6.67% Add +0.5% 632,617 $369.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.09% Add +7.8% 625,411 $365.7M
Magellan Asset Management Ltd 3.61% Reduce -30.3% 620,837 $363.0M
Truist Financial Corp. 0.57% Reduce -31.4% 616,056 $360.2M
William Blair Investment Management, LLC 0.88% Reduce -5.8% 611,830 $357.7M
Mitsubishi UFJ Trust & Banking Corp 0.81% Reduce -4.8% 610,587 $357.0M
Victory Capital Management Inc. 0.35% Reduce -3.9% 604,951 $353.7M
Toronto Dominion Bank 0.62% Add +1.3% 596,573 $348.8M
HighTower Advisors, LLC 0.51% Reduce -3.8% 588,479 $344.4M
Nordea Investment Management AB 0.38% Reduce -27.4% 565,235 $330.9M
AustralianSuper Pty Ltd 1.62% Add +28.7% 556,896 $325.6M
State of Wisconsin Investment Board 0.82% Add +5.2% 554,729 $324.3M
Storebrand Asset Management As 1.00% Add +0.4% 545,016 $318.7M
Menora Mivtachim Holdings LTD. 1.99% Reduce -20.3% 539,721 $315.6M
Sarasin & Partners LLP 2.90% New 526,309 $307.7M
Skandinaviska Enskilda Banken AB (publ) 1.40% Add +20.5% 517,800 $302.7M
Fort Washington Investment Advisors Inc. 1.84% Add +0.1% 516,826 $302.2M
AXA S.A. 0.90% Reduce -4.3% 514,490 $300.8M
Cerity Partners LLC 0.66% Add +14.1% 507,077 $296.5M
M&G PLC 1.84% Add +3.2% 506,684 $296.4M
Mariner, LLC 0.52% Add +0.2% 499,544 $292.0M
Candriam S.C.A. 1.68% Add +9.9% 494,938 $289.4M
Public Sector Pension Investment Board 1.54% Add +11.9% 488,887 $285.8M
Asset Management One Co., Ltd. 1.02% Add +1.6% 487,929 $285.3M
Fifth Third Bancorp 1.00% Add +0.8% 474,378 $277.4M
B. Metzler seel. Sohn & Co. Holding AG 2.75% — 473,398 $276.8M
B. Metzler seel. Sohn & Co. AG 2.75% Reduce -5.2% 473,398 $276.8M
Sei Investments Co. 0.36% Reduce -14.4% 470,295 $275.0M
USS Investment Management Ltd 2.02% Reduce -0.5% 470,062 $274.8M
Cincinnati Financial Corp. 5.91% No change 468,822 $274.1M
ProShare Advisors LLC 0.66% Add +86.4% 457,072 $267.2M
STRS Ohio 1.02% Reduce -5.1% 453,991 $265.4M
Cresset Asset Management, LLC 1.03% Add +0.7% 452,171 $264.4M
W1M Investment Management Ltd 4.33% Add +13.5% 450,766 $263.5M
Harding Loevner LP 1.52% Reduce -2.4% 450,002 $263.1M
Route One Investment Company, L.P. 9.16% No change 435,600 $254.7M
Haverford Trust Co 2.44% Reduce -0.9% 427,425 $249.9M
Scotia Capital Inc. 1.33% Reduce -0.3% 425,608 $248.8M
Treasurer of the State of North Carolina 0.99% Add +0.5% 424,042 $247.9M
Public Employees Retirement System of Ohio 1.04% Reduce -1.5% 416,590 $243.6M
First Eagle Investment Management, LLC 0.50% Add +0.2% 412,174 $241.0M
Focused Investors LLC 7.27% Reduce -1.8% 409,650 $239.5M
Cibc World Markets Corp. 1.70% Add +6.8% 401,387 $234.7M
Unisphere Establishment 2.22% No change 400,000 $233.9M
Baird Financial Group, Inc. 0.45% Reduce -5.9% 397,861 $232.6M
Blair William & Co. 0.67% Add +0.8% 392,754 $229.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.57% Reduce -21.6% 392,316 $229.4M
Allspring Global Investments Holdings, LLC 0.35% Add +0.8% 390,147 $228.1M
Retirement Systems of Alabama 0.85% Reduce -5.8% 389,552 $227.8M
Mercer Global Advisors Inc. 0.53% Reduce -0.0% 388,403 $226.6M
Perpetual Ltd 2.43% Reduce -16.5% 383,194 $224.0M
Wealth Enhancement Advisory Services, LLC 0.48% Reduce -5.7% 383,016 $223.9M
Fiduciary Management Inc. 1.95% Reduce -3.4% 381,601 $223.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.33% Reduce -18.1% 380,381 $222.4M
CIBC Asset Management Inc 0.72% Add +6.1% 379,492 $221.8M
Assenagon Asset Management S.A. 0.45% Reduce -51.2% 371,183 $217.0M
Canoe Financial LP 5.20% New 371,515 $216.2M
Sterling Capital Management LLC 2.76% — 363,667 $212.6M
Carmignac Gestion 3.50% Add +2.9% 358,361 $209.5M
Mn Services Vermogensbeheer B.V. 1.47% Reduce -2.3% 357,800 $209.2M
Natixis 1.27% Reduce -16.9% 356,429 $208.4M
Great Lakes Advisors, LLC 1.73% Add +7.3% 354,210 $207.1M
Credit Agricole S A 1.08% Reduce -28.0% 351,802 $205.7M
Evercore Wealth Management, LLC 3.05% Reduce -1.3% 347,677 $203.3M
State of New Jersey Common Pension Fund D 0.82% Add +0.2% 339,505 $198.5M
DAVENPORT & Co LLC 1.16% Add +2.3% 338,195 $197.5M
State of Tennessee, Department of Treasury 0.69% Reduce -3.1% 334,134 $195.4M
Rockefeller Capital Management L.P. 0.52% Reduce -8.3% 331,414 $193.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 2.07% Add +1.2% 329,532 $192.7M
Banque Pictet & Cie SA 1.90% Add +4.5% 328,318 $192.0M
Los Angeles Capital Management LLC 0.77% Reduce -39.8% 325,004 $190.0M
Tredje AP-fonden 1.69% Reduce -16.2% 320,082 $187.1M
Susquehanna International Group, LLP 0.32% Reduce -38.6% 315,236 $184.3M
Janney Montgomery Scott LLC 0.51% Reduce -0.6% 314,698 $184.0M
Brown Brothers Harriman & Co. 1.25% Reduce -0.5% 313,427 $183.3M
Capitolis Liquid Global Markets LLC 1.94% Add +111.5% 313,400 $183.2M
Calamos Advisors LLC 1.25% Add +1.8% 308,893 $180.6M
Marshall Wace, LLP 0.24% Reduce -14.4% 308,703 $180.5M
Bridges Investment Management Inc. 2.50% Reduce -0.4% 306,414 $179.2M
Teacher Retirement System of Texas 0.85% Add +25.9% 304,106 $177.8M
Commonwealth Equity Services, LLC 0.27% Reduce -6.0% 301,855 $176.5M
TPG GP A, LLC 3.01% New 301,773 $176.4M
Resona Asset Management Co.,Ltd. 1.00% Reduce -1.5% 296,729 $173.4M
CapitalatWork S.A. 5.88% Reduce -10.4% 294,663 $172.3M
Rock Springs Capital Management LP 5.61% Add +7.0% 294,250 $172.0M
Boston Trust Walden Corp 1.20% Reduce -0.9% 294,170 $172.0M
Bank of Nova Scotia 0.34% Reduce -26.6% 289,656 $169.4M
Nisa Investment Advisors, LLC 0.99% Add +8.0% 285,169 $166.7M
Stonehage Fleming Financial Services Holdings Ltd 4.36% Reduce -0.6% 282,442 $165.1M
Eagle Asset Management Inc. 0.84% Add +3.2% 267,018 $164.4M
Comerica Bank 0.65% Reduce -0.8% 279,194 $163.2M
Consulta Ltd 9.93% Reduce -8.3% 275,000 $160.8M
Kensico Capital Management Corp. 4.19% Add +117.6% 270,000 $157.9M
Zurich Insurance Group Ltd 1.34% Add +2205.3% 269,723 $157.7M
TCW Group Inc. 1.38% Add +3.5% 269,225 $157.4M
Westwood Holdings Group Inc. 1.20% Add +13.9% 265,977 $155.5M
Arizona State Retirement System 0.97% Reduce -1.3% 263,897 $154.3M
Manning & Napier Advisors LLC 1.70% Reduce -17.0% 263,654 $154.2M
State of Michigan Retirement System 0.76% Reduce -0.2% 263,219 $153.9M
Capital Group Private Client Services, Inc. 1.46% Add +6.7% 262,671 $153.6M
Johnson Investment Counsel Inc. 1.51% Reduce -2.2% 262,059 $153.2M
AMF Tjanstepension AB 1.08% Add +88.0% 258,833 $151.4M
Marex Group Ltd 3.45% Add +29.5% 258,121 $150.9M
Millennium Management 0.13% Reduce -79.2% 254,818 $149.0M
Forsta Ap-Fonden 1.14% Add +8.3% 254,400 $148.7M
Bank Pictet & Cie (Europe) AG 3.51% Add +1.8% 253,783 $148.4M
Focus Partners Wealth 0.47% Add +135.8% 453,158 $146.8M
Erste Asset Management GmbH 1.75% Add +23.4% 250,385 $145.8M
Cooke & Bieler LP 1.32% Reduce -15.6% 248,845 $145.5M
Cardano Risk Management B.V. 2.57% Add +0.4% 248,114 $145.1M
DNB Asset Management AS 0.65% Reduce -0.9% 247,367 $144.6M
Zacks Investment Management 1.25% Add +124.6% 246,068 $143.9M
Ninety One UK Ltd 0.38% Reduce -6.0% 244,497 $143.0M
Pinnacle Financial Partners Inc 2.86% Add +6.0% 243,140 $142.2M
Nissay Asset Management Corp. /Japan 0.90% Reduce -0.1% 243,111 $142.1M
MetLife Investment Management, LLC 0.81% Reduce -2.2% 242,904 $142.0M
SRS Investment Management, LLC 2.10% Reduce -19.5% 241,693 $141.3M
Northwestern Mutual Wealth Management Co. 0.13% Add +2.5% 241,367 $141.1M
Jennison Associates LLC 0.09% Add +0.1% 240,783 $140.8M
Coho Partners, Ltd. 5.09% Reduce -11.1% 238,444 $139.4M
AQR Capital Management 0.19% Reduce -13.3% 239,470 $139.3M
Clark Capital Management Group, Inc. 0.95% Add +19.1% 237,826 $139.1M
Empower Advisory Group, LLC 0.47% Add +2.1% 235,841 $137.9M
Bahl & Gaynor LLC 0.71% Add +1.5% 235,389 $137.6M
Osaic Holdings, Inc. 0.31% Reduce -5.4% 232,395 $136.1M
Federation des caisses Desjardins du Quebec 0.67% Add +6.1% 232,532 $135.9M
Mondrian Investment Partners LTD 2.05% Add +0.3% 232,084 $135.7M
Sands Capital Management, LLC 0.41% Reduce -4.7% 231,833 $135.5M
Regions Financial Corp. 0.97% Add +5.4% 230,009 $134.5M
Cetera Investment Advisers 0.29% Add +1.1% 227,511 $133.0M
James Hambro & Partners LLP 5.55% Add +3.9% 227,424 $133.0M
Bristol John W & Co. Inc. 2.12% Reduce -1.0% 227,291 $132.9M
Douglass Winthrop Advisors, LLC 2.53% Add +0.2% 227,159 $132.8M
Citadel Advisors 0.14% Reduce -70.3% 226,964 $132.7M
Bellevue Group AG 2.14% Add +9.7% 225,550 $131.9M
Milestone Resources Group Ltd 4.58% No change 225,114 $131.6M
Corebridge Financial, Inc. 0.70% Reduce -2.8% 224,677 $131.4M
Factory Mutual Insurance Co. 1.35% Reduce -5.1% 222,500 $130.1M
CCLA Investment Management 2.00% No change 266,593 $129.9M
M&T Bank Corp 0.42% Add +13.4% 220,590 $129.0M
Cincinnati Insurance Co. 2.16% No change 220,081 $128.7M
BI Asset Management Fondsmaeglerselskab A/S 2.22% Reduce -6.1% 219,220 $128.2M
Gateway Investment Advisers LLC 1.37% Reduce -2.7% 212,861 $124.5M
Captrust Financial Advisors 0.37% Add +0.9% 210,464 $123.1M
Creative Planning 0.12% Add +7.4% 212,295 $123.0M
Locust Wood Capital Advisers, LLC 4.30% Add +25.9% 209,982 $122.8M
Daiwa Securities Group Inc. 0.57% Add +16.1% 208,493 $121.9M
Glenmede Trust Co. NA 0.58% Add +6.8% 208,482 $121.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.23% — 206,418 $120.7M
Mediolanum International Funds Ltd 1.68% Reduce -13.6% 207,191 $120.4M
Teachers Retirement System of the State of Kentucky 1.04% Reduce -16.0% 204,264 $119.4M
Bradley Foster & Sargent Inc. 1.99% Add +2.2% 203,721 $119.1M
Argent Capital Management LLC 3.29% Reduce -1.8% 203,455 $119.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.74% Reduce -0.6% 201,019 $117.5M
Fred Alger Management, LLC 0.57% Add +91.9% 199,460 $116.6M
Intech Investment Management LLC 1.29% Reduce -41.3% 197,914 $115.7M
Keybank National Association 0.44% Reduce -1.4% 196,424 $114.8M
Cibc World Market Inc. 0.26% Add +0.4% 194,891 $113.9M
King Luther Capital Management Corp. 0.49% Add +8.1% 193,605 $113.2M
IFM Investors Pty Ltd 1.07% Reduce -0.2% 189,925 $111.0M
Parnassus Investments, LLC 0.23% Add +8993.4% 189,415 $110.7M
Ferguson Wellman Capital Management, Inc. 2.14% Add +34.7% 188,903 $110.4M
Westfield Capital Management Co. LP 0.50% Reduce -8.0% 188,130 $110.0M
Czech National Bank 1.11% Add +7.3% 188,110 $110.0M
Amalgamated Bank 0.91% Add +0.7% 188,028 $109.9M
Abrams Bison Investments, LLC 9.39% No change 186,000 $108.8M
Capital International, Inc. 1.37% Add +3.1% 185,653 $108.5M
Bristol Gate Capital Partners Inc. 4.95% Add +0.0% 184,931 $108.1M
QRG Capital Management, Inc. 1.16% Add +2.7% 184,080 $107.6M
Rathbones Group PLC 0.53% Add +5.7% 181,107 $105.9M
Orbimed Advisors LLC 1.92% Add +59.8% 179,000 $104.7M
Swiss Life Asset Management Ltd 1.18% Reduce -3.3% 177,241 $103.6M
Bartlett & Co. Wealth Management LLC 1.48% Reduce -0.3% 176,942 $103.5M
Manchester Global Management (UK) Ltd 16.53% Add +13.1% 175,232 $102.5M
Appaloosa 1.52% Reduce -5.7% 174,500 $102.0M
Sapient Capital LLC 2.03% Reduce -0.6% 173,039 $101.2M
TD Waterhouse Canada Inc. 0.82% Add +4.7% 172,826 $100.7M
Bowie Capital Management, LLC 5.67% Reduce -3.5% 172,058 $100.6M
Jane Street Group, LLC 0.16% Reduce -73.2% 170,712 $99.8M
iA Global Asset Management Inc. 1.75% Reduce -26.1% 170,448 $99.7M
MAI Capital Management 0.95% Reduce -3.0% 169,375 $99.0M
OMERS ADMINISTRATION Corp 0.91% Add +321.2% 168,896 $98.8M
Van Eck Associates Corp. 0.12% Add +9.3% 174,848 $98.7M
First Trust Advisors LP 0.09% Reduce -68.7% 167,860 $98.1M
NorthCoast Asset Management LLC 0.69% Add +15.7% 181,901 $97.4M
Temasek Holdings (Private) Ltd 0.38% Add +137.6% 161,656 $94.5M
Fort Pitt Capital Group, LLC 2.66% Add +4.9% 161,407 $94.4M
Eastern Bank 1.68% Add +140.4% 160,103 $93.6M
Varma Mutual Pension Insurance Co 0.73% Add +7.7% 163,862 $92.5M
Vantage Investment Partners, LLC 7.57% Add +2.6% 154,130 $90.1M
Pathstone Holdings, LLC 0.40% Add +0.9% 153,486 $89.7M
Riverbridge Partners LLC 1.19% Reduce -1.5% 152,385 $89.1M
Utah Retirement Systems 1.00% Add +0.4% 152,193 $89.0M
Financial Counselors Inc. 1.31% Reduce -1.1% 151,815 $88.8M
Atalanta Sosnoff Capital, LLC 1.86% Reduce -0.7% 148,049 $86.6M
APG Asset Management N.V. 0.57% Reduce -82.0% 164,025 $85.9M
Montanova Capital, LLC 3.08% Reduce -9.1% 146,845 $85.9M
Sanctuary Advisors, LLC 0.54% Add +17.0% 145,278 $85.8M
Walleye Trading LLC 2.01% Reduce -44.4% 143,030 $83.6M
Alyeska Investment Group, L.P. 0.43% New 142,496 $83.3M
Xponance LLC 0.80% Add +1.4% 142,306 $83.2M
Qube Research & Technologies Ltd 0.15% Add +859.4% 141,067 $82.5M
Border to Coast Pensions Partnership Ltd 1.68% Add +4.5% 141,265 $82.4M
Federated Hermes, Inc. 0.18% Add +8.8% 140,092 $81.9M
Cercano Management LLC 1.96% Add +1.6% 139,837 $81.8M
Thrivent Financial for Lutherans 0.16% Reduce -1.3% 139,828 $81.8M
Nicholas Company, Inc. 1.33% No change 139,610 $81.6M
Vaughan David Investments LLC 1.87% Reduce -0.3% 139,273 $81.4M
New York Life Investment Management LLC 0.78% Reduce -2.7% 137,555 $80.4M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Add +1303.6% 136,714 $79.9M
Hollencrest Capital Management 3.29% Add +0.2% 136,455 $79.8M
Cornerstone Investment Partners, LLC 3.87% Add +6.6% 133,894 $78.3M
MML Investors Services, LLC 0.28% Reduce -2.5% 133,101 $77.8M
Panagora Asset Management Inc. 0.36% Reduce -2.2% 130,507 $76.3M
Huntington National Bank 0.72% Reduce -5.7% 128,434 $75.1M
Harvest Portfolios Group Inc. 2.46% Reduce -9.2% 126,790 $74.1M
AE Wealth Management LLC 0.67% Add +2.3% 125,972 $73.7M
Tiaa Trust, National Association 0.22% Reduce -2.5% 123,890 $72.4M
Ilmarinen Mutual Pension Insurance Co 0.78% No change 122,000 $71.3M
Polar Capital Holdings Plc 0.34% Reduce -5.5% 121,923 $71.3M
Cambridge Investment Research Advisors, Inc. 0.24% Add +3.9% 121,516 $71.0M
Lido Advisors, LLC 0.54% Add +1.8% 121,373 $71.0M
Mutual of America Capital Management LLC 0.74% Reduce -2.3% 120,736 $70.6M
NewEdge Advisors, LLC 0.46% Reduce -2.0% 120,598 $70.5M
Distillate Capital Partners LLC 3.52% Reduce -7.3% 120,226 $70.3M
SP Asset Management LLC 5.84% Add +0.9% 120,206 $70.3M
Marsico Capital Management LLC 1.96% New 120,076 $70.2M
Balyasny Asset Management L.P. 0.18% Reduce -61.8% 119,926 $70.1M
Steward Partners Investment Advisory, LLC 0.65% Add +15.6% 119,832 $70.1M
Commerce Bank 0.43% Reduce -0.2% 119,099 $69.6M
Aviso Financial Inc. 3.44% Add +2.0% 118,605 $69.3M
State of Alaska, Department of Revenue 0.73% Add +6.4% 117,851 $68.9M
Alta Capital Management LLC/ 4.09% Add +2.9% 117,637 $68.8M
Formuepleje A/S 3.51% Reduce -12.4% 117,397 $68.6M
O'shaughnessy Asset Management, LLC 0.61% Add +30.3% 112,538 $68.1M
Primecap Management Co. 0.05% No change 116,464 $68.1M
Ancora Advisors LLC 1.53% Reduce -0.2% 115,240 $67.4M
Nippon Life Global Investors Americas, Inc. 2.89% Add +10.2% 115,100 $67.3M
Pinebridge Investments, L.P. 0.50% Add +20.1% 114,075 $66.7M
Groupama Asset Managment 1.75% Add +14.9% 141,841 $66.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Reduce -17.6% 113,741 $66.5M
Heritage Wealth Advisors 3.07% Add +4.4% 111,905 $65.4M
Daiichi Life Insurance Co., Ltd. 1.63% Reduce -9.0% 110,352 $64.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.02% Reduce -9.5% 110,086 $64.4M
ING Groep NV 0.37% Reduce -0.2% 109,966 $64.3M
GW&K Investment Management, LLC 0.55% Reduce -0.6% 109,215 $63.9M
Assetmark, Inc. 0.18% Add +8.4% 107,557 $62.9M
Envestnet Portfolio Solutions, Inc. 0.20% Reduce -3.8% 107,308 $62.7M
Cullen/Frost Bankers, Inc. 0.86% Reduce -0.1% 107,305 $62.7M
Woodley Farra Manion Portfolio Management Inc. 3.15% Add +0.6% 107,012 $62.6M
Yousif Capital Management, LLC 0.68% Reduce -1.3% 106,929 $62.5M
Morningstar Investment Services LLC 0.64% Reduce -0.9% 107,435 $62.5M
Donaldson Capital Management, LLC 2.40% Add +2.9% 106,885 $62.5M
First Long Island Investors, LLC 4.90% Add +0.4% 106,373 $62.2M
ABN AMRO Bank N.V. 0.84% Add +3.8% 105,875 $61.4M
Vanguard Personalized Indexing Management, LLC 0.96% Add +21.1% 101,526 $59.4M
Steadfast Capital Management LP 1.38% Reduce -72.6% 101,166 $59.1M
Quantinno Capital Management LP 0.76% Add +19.8% 100,362 $58.7M
Premier Fund Managers Ltd 2.06% Reduce -9.1% 100,000 $58.2M
Cwm, LLC 0.25% Add +0.5% 99,275 $58.0M
Guggenheim Capital LLC 0.41% Reduce -1.8% 99,001 $57.9M
Northwest & Ethical Investments L.P. 1.51% Add +3.2% 97,725 $57.1M
Mirae Asset Global Investments Co., Ltd. 0.25% Add +20.3% 103,678 $57.1M
Smith Chas P & Associates Pa Cpas 3.21% Reduce -3.0% 97,360 $56.9M
NFJ Investment Group, LLC 1.65% Add +368.5% 96,503 $56.4M
Agf Management Ltd. 0.29% Reduce -45.9% 96,107 $56.2M
Gradient Investments LLC 1.17% Reduce -4.6% 95,719 $56.0M
Advisors Capital Management, LLC 0.91% Add +0.2% 95,187 $55.7M
Quintet Private Bank (Europe) S.A. 3.17% Add +13.4% 94,779 $55.4M
Kestra Advisory Services, LLC 0.30% Reduce -7.4% 93,902 $54.9M
Rafferty Asset Management, LLC 0.19% Reduce -6.4% 93,660 $54.8M
UMB Bank, n.a. 0.85% Add +12.6% 93,391 $54.6M
Silvant Capital Management LLC 2.37% Reduce -0.6% 92,242 $53.9M
Davis R M Inc. 1.03% Reduce -1.5% 91,527 $53.5M
UniSuper Management Pty Ltd 0.40% Reduce -0.2% 90,202 $52.7M
Whittier Trust Co. 0.70% Add +0.6% 89,987 $52.6M
Orion Porfolio Solutions, LLC 0.52% Reduce -5.9% 89,767 $52.5M
Orion Portfolio Solutions, LLC 0.52% Reduce -5.9% 89,767 $52.5M
Provident Investment Management, Inc. 4.61% Reduce -0.7% 88,391 $51.7M
Oppenheimer Asset Management Inc. 0.62% Reduce -2.2% 87,846 $51.4M
Elo Mutual Pension Insurance Co 1.10% Add +5.5% 87,471 $51.1M
Avidity Partners Management LP 2.61% New 87,400 $51.1M
Hantz Financial Services, Inc. 0.91% Add +8.0% 87,258 $51.0M
Segall Bryant & Hamill, LLC 0.70% Add +53.3% 87,219 $51.0M
Curi Capital, LLC 1.16% Reduce -1.5% 87,026 $50.9M
Danica Pension, Livsforsikringsaktieselskab 0.98% Add +1.5% 86,782 $50.7M
Atria Investments, Inc 0.63% Add +2.1% 86,691 $50.7M
Tokio Marine Asset Management Co. Ltd. 2.22% Reduce -1.1% 86,675 $50.7M
EP Wealth Advisors, LLC 0.44% Add +3.6% 86,650 $50.7M
Alpha Cubed Investments, LLC 2.24% Reduce -0.5% 85,949 $50.3M
Townsquare Capital LLC 0.60% Add +3.3% 85,881 $50.2M
Obermeyer Wealth Partners 2.68% Reduce -2.4% 85,669 $50.1M
Martingale Asset Management L P 1.14% Reduce -15.4% 85,244 $49.8M
AEGON ASSET MANAGEMENT UK Plc 0.67% Add +0.9% 84,382 $49.3M
Douglas Lane & Associates, LLC 0.67% Reduce -0.4% 83,296 $48.7M
Chilton Capital Management LLC 2.01% Reduce -2.1% 82,672 $48.3M
Achmea Investment Management B.V. 0.80% Reduce -30.5% 82,578 $48.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.92% Add +41.8% 82,329 $48.1M
NS Partners Ltd 2.01% Add +1.7% 81,666 $47.7M
Aureus Asset Management, LLC 3.11% Reduce -0.9% 81,289 $47.5M
Railway Pension Investments Ltd 0.56% Reduce -23.1% 80,256 $46.9M
LGT Capital Partners LTD. 1.63% Reduce -43.2% 80,036 $46.8M
Petrus Trust Company, LTA 4.56% Reduce -29.7% 80,000 $46.8M
Guyasuta Investment Advisors Inc. 2.88% Add +56.4% 79,837 $46.7M
WestEnd Advisors, LLC 1.14% Reduce -0.0% 79,539 $46.5M
Oregon Public Employees Retirement Fund 0.87% Reduce -0.0% 79,053 $46.2M
SpiderRock Advisors, LLC 0.99% Add +12.7% 78,612 $46.0M
Employees Provident Fund Board 0.63% Add +95.3% 78,139 $45.7M
Rockland Trust Co. 2.24% Reduce -0.1% 77,981 $45.6M
Oddo BHF Asset Management Sas 2.24% — 76,529 $44.7M
Deprince Race & Zollo Inc. 0.85% Add +9.6% 76,405 $44.7M
Exencial Wealth Advisors, LLC 1.61% Reduce -2.2% 76,335 $44.6M
F/m Investments LLC 1.39% Reduce -1.6% 75,865 $44.4M
Bailard, Inc. 1.15% Reduce -1.5% 75,687 $44.3M
PFM Health Sciences, LP 2.59% Add +8.9% 75,588 $44.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.43% Add +41.8% 73,627 $43.0M
United Capital Financial Advisors, LLC 0.35% Add +2.3% 73,299 $42.9M
National Philanthropic Trust 0.78% Reduce -0.3% 73,257 $42.8M
Gulf International Bank (UK) Ltd 1.09% Reduce -3.8% 72,739 $42.5M
Rhenman & Partners Asset Management AB 3.45% Reduce -31.0% 72,700 $42.5M
Raymond James Trust N.A. 0.92% Add +3.5% 72,401 $42.3M
Man Group plc 0.12% Add +1.1% 72,279 $42.3M
Edmond DE Rothschild Holding S.A. 0.68% Reduce -5.0% 71,974 $42.1M
Port Capital LLC 1.88% Add +1.6% 71,618 $41.9M
Freedom Together Foundation 4.41% Reduce -60.2% 71,355 $41.7M
Squarepoint Ops LLC 0.14% Reduce -55.4% 71,172 $41.6M
CENTRAL TRUST Co 0.97% Reduce -1.5% 71,153 $41.6M
Peapack Gladstone Financial Corp. 0.60% Add +1.7% 70,718 $41.3M
Flputnam Investment Management Co. 0.74% Add +0.1% 70,865 $41.2M
Allworth Financial LP 0.25% Add +2.7% 70,474 $41.2M
Sit Investment Associates Inc. 0.92% Reduce -11.7% 70,459 $41.2M
Prudential PLC 0.21% Reduce -20.3% 70,417 $41.2M
Wealthfront Advisers LLC 0.13% Add +11.7% 70,328 $41.1M
Worldquant Millennium Advisors LLC 0.30% Reduce -14.1% 69,168 $40.4M
Fiduciary Trust Co 0.56% Add +0.7% 69,090 $40.4M
Pacer Advisors, Inc. 0.09% Add +4.7% 68,980 $40.3M
Conning Inc. 1.39% Reduce -11.4% 68,911 $40.3M
Shell Asset Management Co. 1.76% — 68,527 $40.1M
United Services Automobile Association 1.02% Reduce -30.2% 68,427 $40.0M
Eagle Ridge Investment Management 3.50% Add +0.5% 68,209 $39.9M
South Dakota Investment Council 0.78% Reduce -9.7% 68,159 $39.9M
Park West Asset Management LLC 2.94% Reduce -34.2% 68,100 $39.8M
Avantax Advisory Services, Inc. 0.26% Reduce -5.4% 67,635 $39.5M
Heritage Investors Management Corp. 1.31% Reduce -1.8% 67,051 $39.2M
Capital Advisors Inc. 0.78% Reduce -23.7% 66,777 $39.0M
Florida Trust Wealth Management Co 1.25% Reduce -0.1% 66,744 $39.0M
Maple Capital Management, Inc. 2.97% Add +2.8% 66,666 $39.0M
Private Advisor Group, LLC 0.24% Reduce -3.1% 66,587 $38.9M
Auxier Asset Management LLC 5.75% Reduce -0.1% 66,541 $38.9M
Ieq Capital, LLC 0.47% Add +5.7% 66,132 $38.7M
Bokf, NA 0.68% Reduce -1.9% 64,965 $38.5M
LBP Am SA 0.58% Add +7.0% 65,617 $38.4M
Palisade Asset Management, LLC 3.74% Reduce -0.8% 65,253 $38.2M
Ethic Inc. 0.96% Reduce -2.0% 77,023 $38.1M
Prime Capital Investment Advisors, LLC 0.54% Reduce -2.8% 65,067 $38.0M
&partners 0.73% Add +143.6% 64,825 $37.9M
Act Two Investors LLC 7.13% Reduce -1.6% 64,676 $37.8M
Kentucky Retirement Systems 1.11% Reduce -7.3% 64,330 $37.6M
AltraVue Capital, LLC 3.37% No change 64,130 $37.5M
Ironvine Capital Partners, LLC 4.00% Add +0.2% 63,792 $37.3M
Hardman Johnston Global Advisors LLC 1.46% Reduce -6.8% 63,582 $37.2M
Beacon Pointe Advisors, LLC 0.43% Reduce -0.3% 63,356 $37.0M
Artemis Investment Management LLP 0.56% Reduce -7.5% 62,457 $36.5M
Aptus Capital Advisors, LLC 0.55% Add +17.6% 62,292 $36.4M
Farmers & Merchants Investments Inc. 1.13% Reduce -1.9% 62,067 $36.3M
Lombard Odier Asset Management (Europe) Ltd 2.39% Reduce -9.5% 61,876 $36.2M
Sabal Trust CO 1.96% Reduce -1.3% 61,483 $35.9M
Aristotle Atlantic Partners, LLC 1.12% Add +20.5% 61,476 $35.9M
QV Investors Inc. 3.17% Reduce -7.6% 61,434 $35.9M
Cumberland Partners Ltd 2.47% Add +19.0% 60,974 $35.7M
Galvin, Gaustad & Stein, LLC 3.22% Reduce -10.3% 60,973 $35.6M
Fulton Breakefield Broenniman LLC 2.46% Reduce -3.5% 60,217 $35.2M
Wedgewood Partners Inc. 6.38% Reduce -1.5% 58,035 $35.2M
Mizuho Securities USA LLC 0.75% Reduce -15.6% 59,879 $35.0M
Associated Banc-Corp 1.02% Reduce -1.5% 59,478 $34.8M
Rwa Wealth Partners, LLC 0.43% Reduce -0.1% 59,466 $34.8M
Polaris Capital Management, LLC 1.70% Reduce -8.1% 59,152 $34.6M
Campbell Newman Asset Management Inc. 2.60% Reduce -0.2% 59,058 $34.5M
Stock Yards Bank & Trust Co. 1.11% Reduce -6.3% 59,026 $34.5M
Suncoast Equity Management 3.92% Reduce -10.2% 58,876 $34.4M
Acadian Asset Management LLC 0.11% Reduce -28.2% 58,525 $34.2M
Oppenheimer & Co. Inc. 0.52% Reduce -0.3% 58,490 $34.2M
Hartford Investment Management Co. 1.12% Reduce -1.4% 58,119 $34.0M
Night Owl Capital Management, LLC 4.62% Add +3.1% 57,758 $33.8M
Community Trust & Investment Co. 2.13% Reduce -1.9% 57,532 $33.6M
Systematic Alpha Investments, LLC 1.22% No change 57,323 $33.5M
Illinois Municipal Retirement Fund 0.48% No change 57,157 $33.4M
Baron Capital (BAMCO) 0.09% Add +1.9% 56,890 $33.3M
Old National Bancorp 0.76% Add +0.6% 56,153 $32.8M
Banco Santander, S.A. 0.39% Reduce -3.4% 56,084 $32.8M
Todd Asset Management LLC 0.76% Add +17.8% 55,908 $32.7M
Penn Davis McFarland Inc. 3.65% Reduce -0.1% 55,462 $32.4M
Vestcor Inc 1.02% Add +2.4% 55,287 $32.3M
53 House LLP 55.22% Reduce -39.1% 55,259 $32.3M
RBF Capital, LLC 1.65% No change 55,000 $32.2M
Commerzbank Aktiengesellschaft 0.85% Add +0.4% 54,895 $32.1M
Azimuth Capital Investment Management LLC 1.21% Add +51.7% 53,305 $31.2M
HM Payson & Co. 0.53% Reduce -16.0% 53,186 $31.1M
Maryland State Retirement & Pension System 0.65% Reduce -26.1% 52,943 $31.0M
Allianz SE 0.84% Add +10.8% 52,860 $30.9M
Blue Chip Partners, LLC 2.67% Reduce -0.3% 52,664 $30.8M
D'Orazio & Associates, Inc. 4.36% Add +0.5% 52,347 $30.6M
Metis Global Partners, LLC 0.95% Reduce -0.2% 52,176 $30.5M
Clifford Swan Investment Counsel LLC 1.08% Add +3.6% 52,062 $30.4M
Rakuten Investment Management, Inc. 0.18% Add +33.3% 52,267 $30.4M
Williams Jones Wealth Management, LLC. 0.36% Reduce -1.3% 52,001 $30.4M
Louisiana State Employees Retirement System 0.56% Reduce -0.2% 52,000 $30.4M
Badgley Phelps Wealth Managers, LLC 0.71% Reduce -3.7% 51,984 $30.4M
Hemenway Trust Co LLC 2.40% Add +2.3% 51,916 $30.4M
Kennedy Capital Management LLC 0.67% Add +17.4% 51,874 $30.3M
CW Advisors, LLC 0.40% Add +19.2% 51,743 $30.3M
FineMark National Bank & Trust 1.05% Add +3.7% 51,707 $30.2M
Van Lanschot Kempen Investment Management N.V. 0.31% Add +1.8% 51,496 $30.1M
Osterweis Capital Management Inc. 1.81% Add +0.7% 51,491 $30.1M
Tower Research Capital LLC (TRC) 0.80% Reduce -4.0% 51,484 $30.1M
Stack Financial Management, Inc 2.70% Add +0.3% 51,436 $30.1M
Snowden Capital Advisors LLC 0.90% Add +3.1% 51,427 $30.1M
Davis Selected Advisers 0.17% Reduce -43.4% 51,132 $29.9M
Securian Asset Management, Inc. 0.86% Reduce -3.5% 51,073 $29.9M
HB Wealth Management, LLC 0.32% Add +2.8% 50,957 $29.8M
Eagle Health Investments LP 5.71% Reduce -41.7% 50,700 $29.6M
Guardian Capital LP 1.09% Reduce -0.1% 50,644 $29.6M
Chartwell Investment Partners, LLC 1.01% Reduce -16.4% 50,415 $29.5M
Cornerstone Advisors, LLC 1.17% Add +5.2% 50,403 $29.5M
Cohen Capital Management, Inc. 4.77% Add +0.3% 50,325 $29.4M
Synovus Financial Corp. 0.34% Reduce -0.9% 50,113 $29.3M
Mill Capital Management, LLC 2.28% Add +0.1% 49,814 $29.1M
Wesbanco Bank Inc. 0.98% Reduce -7.2% 49,503 $28.9M
MassMutual Private Wealth & Trust, FSB 0.82% Add +1.6% 49,324 $28.8M
Norinchukin Bank, The 0.68% Add +14.4% 49,274 $28.8M
Chilton Investment Co. Inc. 0.75% Reduce -2.3% 49,252 $28.8M
MBB Public Markets I LLC 2.43% Reduce -66.6% 48,959 $28.6M
Foundations Investment Advisors, LLC 0.59% Add +10.5% 48,304 $28.2M
Mesirow Financial Investment Management, Inc. 0.54% Add +1.3% 48,064 $28.1M
Glenview Trust Co 0.54% Add +10.1% 47,796 $27.9M
Meiji Yasuda Life Insurance Co 0.52% Reduce -5.7% 47,644 $27.9M
Jones Financial Companies LLLP 0.03% Add +35.4% 47,574 $27.7M
Lockheed Martin Investment Management Co. 1.28% Add +18.7% 47,260 $27.6M
NewEdge Wealth, LLC 0.50% Add +25.7% 47,137 $27.6M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -15.5% 46,690 $27.3M
Focus Financial Network, Inc. 1.11% Reduce -3.0% 46,434 $27.1M
Novare Capital Management LLC 2.29% Reduce -0.0% 46,237 $27.0M
Braun Stacey Associates Inc. 1.02% Add +6.0% 45,941 $26.9M
Clearstead Advisors, LLC 0.42% Add +7.5% 45,932 $26.9M
Centiva Capital, LP 1.20% Add +847.0% 45,174 $26.4M
New Mexico Educational Retirement Board 0.89% Reduce -3.4% 45,020 $26.3M
Dorsey & Whitney Trust CO LLC 1.40% Add +10.3% 44,985 $26.3M
Benjamin Edwards Inc. 0.38% Add +1275.3% 44,547 $26.1M
D.A. Davidson & Co. 0.21% Add +2.5% 44,488 $26.0M
Whittier Trust Co. of Nevada Inc. 0.67% Add +0.3% 44,359 $25.9M
Arnhold LLC 2.50% Reduce -0.2% 43,996 $25.7M
Generate Investment Management Ltd 1.72% Reduce -34.2% 43,918 $25.7M
Dana Investment Advisors, Inc. 0.85% Reduce -5.9% 43,785 $25.6M
Diversified Trust Co. 0.64% Add +2.8% 43,587 $25.5M
Callahan Advisors, LLC 2.48% Reduce -1.3% 43,569 $25.5M
Choate Investment Advisors 0.64% Add +29.3% 43,202 $25.3M
Citizens Financial Group Inc. 0.51% Add +6.4% 43,036 $25.2M
Burney Co./ 0.89% Reduce -2.1% 42,955 $25.1M
Narwhal Capital Management 2.25% Reduce -6.2% 42,848 $25.1M
Copeland Capital Management, LLC 0.44% Reduce -3.9% 42,826 $25.0M
Pittenger & Anderson Inc. 0.93% Add +1.5% 42,498 $24.8M
Stephens Inc. 0.35% Add +1.3% 42,446 $24.8M
TCV Trust & Wealth Management, Inc. 2.22% Reduce -2.1% 42,417 $24.8M
BSN CAPITAL PARTNERS Ltd 4.81% New 48,520 $24.7M
Annex Advisory Services, LLC 0.78% Add +2.7% 41,955 $24.5M
Phoenix Financial Ltd. 0.36% Reduce -3.0% 41,699 $24.4M
Sumitomo Mitsui Financial Group, Inc. 0.55% Add +3.3% 41,705 $24.4M
River Road Asset Management, LLC 0.32% Reduce -56.8% 41,665 $24.4M
Hendershot Investments Inc. 3.30% Add +0.8% 41,575 $24.3M
World Investment Advisors 0.76% Add +239.4% 41,575 $24.3M
ExodusPoint Capital Management, LP 0.25% Reduce -28.9% 41,510 $24.3M
Motley Fool Asset Management LLC 1.43% Add +3.6% 41,606 $24.3M
First American Bank 1.74% Reduce -1.5% 41,447 $24.2M
Anchor Capital Advisors LLC 0.64% Add +57.8% 41,429 $24.2M
Advisors Asset Management, Inc. 0.44% Reduce -1.9% 41,094 $24.0M
First Citizens Bank & Trust Co. 0.53% Reduce -3.8% 41,054 $24.0M
Great Valley Advisor Group, Inc. 0.59% Add +1.4% 40,962 $23.9M
Colonial Trust Advisors 2.07% Add +1.2% 40,960 $23.9M
First National Trust Co 0.92% Reduce -2.1% 40,913 $23.9M
Andra AP-fonden 0.35% Reduce -23.2% 40,700 $23.8M
Trillium Asset Management, LLC 0.58% Add +0.9% 40,614 $23.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 5.73% No change 40,163 $23.5M
Calamos Wealth Management LLC 1.22% Reduce -8.8% 40,014 $23.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.65% Reduce -3.7% 39,941 $23.3M
Wesleyan Assurance Society 1.84% No change 39,825 $23.3M
Oak Ridge Investments LLC 2.02% Add +7.2% 39,719 $23.2M
Patten & Patten Inc. 1.53% Reduce -1.8% 39,407 $23.0M
Congress Asset Management Co. 0.16% Reduce -17.5% 39,082 $22.9M
NEOS Investment Management LLC 0.69% Add +14.1% 38,954 $22.8M
Vinva Investment Management Ltd 0.96% Add +6.4% 39,097 $22.7M
Meiji Yasuda Asset Management Co Ltd. 0.86% Reduce -0.3% 38,756 $22.7M
B. Riley Wealth Advisors, Inc. 0.62% Reduce -9.7% 38,225 $22.5M
Bryn Mawr Trust Advisors, LLC 1.21% Reduce -3.9% 38,255 $22.4M
Cim, LLC 3.22% Reduce -0.0% 38,186 $22.3M
Independent Advisor Alliance 0.81% Reduce -2.7% 38,179 $22.3M
First Financial Bankshares Inc 0.47% Reduce -0.1% 38,081 $22.3M
Private Capital Advisors, Inc. 2.44% Reduce -1.1% 38,075 $22.3M
Unigestion Holding SA 1.07% Reduce -51.9% 38,059 $22.2M
Madison Asset Management, LLC 0.25% Reduce -1.5% 37,951 $22.2M
Salem Investment Counselors Inc. 0.67% Reduce -4.5% 37,811 $22.1M
Appleton Partners Inc. 1.62% Reduce -2.6% 37,646 $22.0M
Atria Wealth Solutions, Inc. 0.24% Reduce -9.1% 37,621 $22.0M
Violich Capital Management, Inc. 2.84% Add +0.8% 37,425 $21.9M
E. Ohman J:or Asset Management AB 0.54% Reduce -6.3% 37,380 $21.9M
HUB Investment Partners, LLC 0.96% Add +3.1% 37,378 $21.9M
JLB & Associates Inc. 2.81% Reduce -1.7% 37,286 $21.8M
Banque Cantonale Vaudoise 0.89% Reduce -17.0% 36,773 $21.5M
Marco Investment Management LLC 1.85% Add +0.3% 36,665 $21.4M
Parallel Advisors, LLC 0.51% Add +3.9% 36,638 $21.4M
Modera Wealth Management, LLC 0.27% Add +0.7% 36,537 $21.4M
Pinnacle Associates Ltd. 0.36% Add +9.1% 40,550 $21.3M
LGT Fund Management Co Ltd. 2.21% Reduce -0.9% 35,948 $21.3M
Nicola Wealth Management LTD. 1.69% Add +19.7% 36,400 $21.3M
Parsifal Capital Management, LP 1.64% New 36,200 $21.2M
Foyston, Gordon & Payne Inc 5.28% Reduce -9.8% 36,189 $21.2M
Wallington Asset Management, LLC 2.94% Add +4.6% 36,033 $21.1M
Albion Financial Group 1.46% Add +2.0% 36,007 $21.1M
Choreo, LLC 0.31% Add +9.9% 36,072 $21.0M
Ashton Thomas Private Wealth, LLC 1.12% Add +0.8% 35,970 $21.0M
Eagle Global Advisors LLC 1.04% Reduce -0.5% 35,958 $21.0M
Trust Co. of Vermont 1.05% Add +5.2% 35,725 $20.9M
Atle Fund Management AB 9.75% Add +12.0% 35,490 $20.8M
Tidal Investments LLC 0.23% Add +12.7% 35,458 $20.7M
Coppell Advisory Solutions LLC 3.01% Add +2430.8% 35,127 $20.4M
Bridgeway Capital Management, LLC 0.44% Reduce -6.0% 34,948 $20.4M
Stillwater Capital Advisors, LLC 2.64% Reduce -1.1% 34,919 $20.4M
Freestone Capital Holdings, LLC 0.71% Reduce -1.8% 34,894 $20.4M
Harbor Investment Advisory, LLC 2.01% Reduce -2.3% 34,821 $20.4M
First Merchants Corp. 0.77% Add +0.9% 34,518 $20.2M
Kestra Private Wealth Services, LLC 0.37% Add +3.8% 34,500 $20.2M
Barlow Wealth Partners, LLC 2.63% Add +1.5% 34,454 $20.1M
Trajan Wealth LLC 1.18% Reduce -35.9% 34,300 $20.1M
German American Bancorp, Inc. 2.11% Add +6.4% 34,115 $19.9M
Garrison Bradford & Associates Inc. 19.72% Reduce -15.5% 34,024 $19.9M
Gabelli Funds LLC 0.15% Reduce -15.0% 33,995 $19.9M
LMCG Investments, LLC 1.19% Add +5.0% 33,952 $19.9M
Onex Canada Asset Management Inc. 2.32% Reduce -16.2% 33,450 $19.8M
Baader Bank Aktiengesellschaft 1.67% Add +12.6% 34,133 $19.8M
Compagnie Lombard Odier SCmA 0.31% Add +13.4% 33,809 $19.8M
Abn Amro Investment Solutions 0.34% Reduce -0.7% 33,601 $19.6M
Westpac Banking Corp. 1.31% Add +4.8% 33,387 $19.5M
Hutchinson Capital Management 3.69% Reduce -1.0% 33,330 $19.5M
Argent Trust Co 0.80% Reduce -1.4% 33,214 $19.4M
Hamilton Capital Partners Inc. 1.67% Reduce -2.9% 33,030 $19.3M
MUFG Securities EMEA plc 0.79% Add +0.0% 33,000 $19.3M
Level Four Advisory Services, LLC 0.81% Reduce -1.4% 34,151 $19.3M
GAM Holding AG 1.53% Add +20.3% 32,775 $19.2M
Adams Diversified Equity Fund, Inc. 0.70% Reduce -7.2% 32,400 $18.9M
UNIVEST FINANCIAL Corp 1.25% Add +277.8% 32,362 $18.9M
Washington Trust Bank 1.81% Reduce -3.2% 32,331 $18.9M
Bragg Financial Advisors, Inc 0.78% Reduce -0.8% 32,294 $18.9M
Magnetar Financial LLC 0.49% Reduce -79.8% 32,239 $18.8M
Raub Brock Capital Management LP 3.83% Reduce -1.5% 32,236 $18.8M
Empirical Finance, LLC 1.10% Add +2.2% 32,223 $18.8M
Empowered Funds, LLC 0.30% Add +4.0% 32,097 $18.8M
Sawgrass Asset Management LLC 1.95% Reduce -18.5% 32,012 $18.7M
Chesley Taft & Associates LLC 0.89% Reduce -0.1% 31,871 $18.6M
Adell Harriman & Carpenter Inc. 1.35% Add +0.4% 31,689 $18.5M
Jefferies Financial Group Inc. 0.32% Reduce -38.8% 31,670 $18.5M
Petredis Investment Advisors LLC 1.96% Add +0.3% 31,517 $18.4M
HighPoint Advisor Group LLC 1.07% Reduce -0.6% 31,482 $18.4M
Stonebridge Capital Advisors LLC 1.49% Reduce -1.1% 31,265 $18.3M
Meridian Wealth Management, LLC 0.90% Add +13.1% 31,162 $18.2M
First Foundation Advisors 0.68% Reduce -12.0% 30,962 $18.1M
Axxcess Wealth Management, LLC 0.46% Add +0.5% 30,955 $18.1M
YHB Investment Advisors, Inc. 1.49% Add +0.7% 30,824 $18.0M
Park Avenue Securities LLC 0.20% Reduce -8.9% 30,622 $17.9M
Investment Management Corp of Ontario 0.40% Add +48.0% 30,521 $17.8M
Marks Group Wealth Management, Inc 1.70% Reduce -0.3% 30,506 $17.8M
Equitable Holdings, Inc. 0.17% Add +18.6% 30,443 $17.8M
Howe & Rusling Inc. 1.53% Reduce -0.1% 30,401 $17.8M
Edgar Lomax Co. 1.08% Reduce -1.6% 30,345 $17.7M
OneDigital Investment Advisors LLC 0.20% Reduce -11.7% 30,233 $17.7M
Dupont Capital Management Corp. 1.48% No change 30,213 $17.7M
Segment Wealth Management, LLC 1.21% Add +0.1% 30,199 $17.7M
Capital International Sarl 0.45% Add +24.2% 30,169 $17.6M
CCM Investment Advisers LLC 1.96% Reduce -0.6% 30,058 $17.6M
Shelton Capital Management 0.45% Reduce -14.2% 30,018 $17.6M
Bright Rock Capital Management, LLC 3.53% No change 30,000 $17.5M
Meritage Group LP 0.41% New 30,000 $17.5M
Apollon Wealth Management, LLC 0.49% Reduce -7.3% 29,710 $17.4M
Governors Lane LP 2.75% Add +17.2% 29,300 $17.1M
King Wealth Management Group 2.67% Add +0.2% 29,282 $17.1M
Northwestern Mutual Investment Management Company, LLC 0.40% Reduce -0.1% 29,267 $17.1M
Siemens Fonds Invest GmbH 1.36% Reduce -0.3% 30,726 $17.1M
Alaska Permanent Fund Corp 0.25% No change 29,174 $17.1M
Kornitzer Capital Management Inc. 0.32% Reduce -4.4% 29,097 $17.0M
Columbus Hill Capital Management, L.P. 3.71% No change 29,041 $17.0M
Tower Bridge Advisors 1.79% Reduce -0.6% 29,023 $17.0M
Venturi Wealth Management, LLC 0.89% Add +8.0% 28,983 $16.9M
Wilmington Savings Fund Society, FSB 0.30% Add +209.9% 28,886 $16.9M
Cyndeo Wealth Partners, LLC 1.18% Add +11.4% 28,842 $16.9M
Overbrook Management Corp 3.87% Reduce -3.2% 28,832 $16.9M
Coronation Fund Managers Ltd. 0.93% Reduce -37.8% 28,768 $16.8M
Moran Wealth Management, LLC 0.52% Reduce -1.6% 28,717 $16.8M
Middleton & Co. Inc. 1.85% Reduce -0.3% 28,617 $16.7M
Dakota Wealth Management 0.38% Add +3.0% 28,347 $16.6M
Penobscot Investment Management Company, Inc. 1.49% Add +1.0% 28,260 $16.5M
S&co Inc. 1.07% Reduce -4.1% 28,037 $16.4M
Carlson Capital Management 0.69% Reduce -1.3% 27,939 $16.3M
Mark Sheptoff Financial Planning, LLC 8.67% Reduce -2.3% 27,918 $16.3M
Employees Retirement System of Texas 0.17% Reduce -86.0% 27,726 $16.2M
Cohen Klingenstein LLC 0.56% No change 27,700 $16.2M
McRae Capital Management Inc. 3.16% Reduce -1.6% 27,677 $16.2M
Bell Asset Management Ltd 2.95% Reduce -49.9% 27,574 $16.1M
RiverFront Investment Group, LLC 0.38% Add +9.8% 27,503 $16.1M
ARS Wealth Advisors Group, LLC 1.97% Add +1.9% 27,481 $16.1M
Neville Rodie & Shaw Inc. 1.18% Reduce -0.9% 27,453 $16.1M
Kentucky Retirement Systems Insurance Trust Fund 1.11% Reduce -7.9% 27,340 $16.0M
Torray Investment Partners LLC 2.24% Add +1.6% 27,325 $16.0M
Alps Advisors Inc. 0.11% Reduce -30.0% 27,157 $15.9M
Waycross Partners, LLC 2.19% Add +14.6% 27,136 $15.9M
Pioneer Trust Bank N A 4.05% Reduce -2.3% 27,094 $15.8M
Advisory Services Network, LLC 0.33% No change 31,002 $15.8M
Argent Financial Group, Inc. 1.87% — 26,915 $15.7M
8 Knots Management, LLC 1.86% New 26,876 $15.7M
Sienna Gestion 1.05% Add +27.8% 26,936 $15.7M
Caden Capital Partners, LP 5.28% Reduce -43.5% 26,810 $15.7M
Coldstream Capital Management Inc. 0.34% Add +6.5% 26,722 $15.7M
American National Bank & Trust 1.84% Reduce -1.1% 26,686 $15.6M
Carnegie Investment Counsel 0.46% Add +2.7% 26,556 $15.5M
Baltimore-Washington Financial Advisors, Inc. 0.84% Reduce -2.1% 26,419 $15.4M
Silvercrest Asset Management Group LLC 0.10% Add +3.2% 26,246 $15.3M
Litman Gregory Wealth Management LLC 1.28% Reduce -1.5% 26,091 $15.3M
Janney Capital Management LLC 1.03% Add +0.8% 25,987 $15.2M
APG Asset Management US Inc. 0.10% Reduce -92.6% 25,909 $15.1M
Carnegie Lake Advisors LLC 5.98% — 25,846 $15.1M
Cary Street Partners Investment Advisory LLC 0.55% Add +3.0% 25,723 $15.0M
BlackBarn Capital Partners LP 6.53% Reduce -19.7% 25,700 $15.0M
Bleakley Financial Group, LLC 0.46% Reduce -32.9% 25,670 $15.0M
Covington Investment Advisors Inc. 2.25% Add +0.2% 25,638 $15.0M
Hyperion Capital Advisors LP 7.04% Reduce -3.0% 25,627 $15.0M
North Point Portfolio Managers Corp. 2.40% Reduce -0.9% 25,596 $15.0M
Addenda Capital Inc. 0.53% Reduce -0.1% 25,587 $15.0M
Schmidt P J Investment Management Inc. 2.58% Reduce -2.3% 25,536 $14.9M
Walleye Capital LLC 0.17% Add +1.5% 25,333 $14.8M
Somerville Kurt F 2.38% Add +0.4% 25,250 $14.8M
Sumitomo Life Insurance Co. 0.29% Add +19.7% 25,220 $14.7M
Muhlenkamp & Co. Inc. 4.52% Reduce -0.0% 25,209 $14.7M
BNP Paribas 0.61% Reduce -2.5% 25,147 $14.7M
Saraza Management, LP 4.24% New 25,070 $14.7M
11 Capital Partners LP 6.11% Reduce -31.0% 25,050 $14.6M
Sequoia Financial Advisors, LLC 0.16% Add +13.7% 24,976 $14.6M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -67.5% 24,853 $14.5M
Altrafin AG 5.23% Add +1228.1% 24,835 $14.5M
Live Oak Private Wealth LLC 2.36% Reduce -1.1% 24,830 $14.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.43% Add +1.2% 24,791 $14.5M
Amica Mutual Insurance Co. 1.40% Reduce -6.2% 24,776 $14.5M
Roundview Capital LLC 1.05% Reduce -0.4% 24,679 $14.4M
Berger Financial Group, Inc 1.04% Add +14.2% 24,605 $14.4M
Matrix Asset Advisors Inc. 1.59% Reduce -1.5% 24,523 $14.3M
Brookstone Capital Management 0.21% Add +6.7% 24,289 $14.2M
Orange Investment Advisors, Inc. 1.56% Add +25.6% 24,146 $14.1M
Laird Norton Wetherby Wealth Management, LLC 0.64% Add +0.0% 24,108 $14.1M
Markel Group 0.13% Add +15.6% 24,064 $14.1M
Core Alternative Capital 2.71% Add +37.1% 23,965 $14.0M
Longbow Finance SA 1.49% Reduce -5.8% 23,959 $14.0M
Tocqueville Asset Management L.P. 0.22% Reduce -3.1% 23,895 $14.0M
Lombard Odier Asset Management (Switzerland) SA 1.17% Add +11.0% 23,883 $14.0M
Integrated Wealth Concepts LLC 0.17% Add +0.9% 23,828 $13.9M
Buckingham Capital Management, Inc. 1.59% Reduce -6.6% 23,777 $13.9M
Principal Securities, Inc. 0.34% Add +8.9% 23,726 $13.9M
Abner Herrman & Brock LLC 1.67% Reduce -0.4% 23,675 $13.8M
Summit Financial, LLC 0.54% Reduce -4.1% 23,528 $13.8M
North Star Asset Management Inc. 0.61% Add +3.0% 23,424 $13.7M
Anchor Investment Management, LLC 1.29% Add +5.1% 23,310 $13.6M
Plato Investment Management Ltd 1.10% Add +4.8% 23,266 $13.6M
Miramar Capital, LLC 3.17% Reduce -0.4% 23,227 $13.6M
Logan Capital Management Inc. 0.56% Reduce -4.0% 23,220 $13.6M
Moneta Group Investment Advisors LLC 0.20% Reduce -4.3% 23,189 $13.6M
High Note Wealth, LLC 3.87% Add +0.4% 23,173 $13.5M
Princeton Global Asset Management LLC 2.63% Add +3.1% 23,168 $13.5M
Sonora Investment Management Group, LLC 1.01% Add +3.3% 23,113 $13.5M
Lowe Brockenbrough & Co. Inc. 0.86% Reduce -13.3% 22,998 $13.4M
Crossmark Global Holdings, Inc. 0.24% Reduce -4.7% 22,998 $13.4M
Greenleaf Trust 0.12% Add +2.4% 22,981 $13.4M
Robeco Schweiz AG 0.25% No change 22,971 $13.4M
L1 Capital International Pty Ltd 4.26% Reduce -27.8% 22,824 $13.3M
Beese Fulmer Investment Management, Inc. 1.14% Add +1.2% 22,760 $13.3M
Capital Investment Advisors, LLC 0.27% Add +8.4% 22,714 $13.3M
Haverford Financial Services, Inc. 3.80% Reduce -11.1% 22,707 $13.3M
Cozad Asset Management Inc. 1.26% Add +4.2% 22,628 $13.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.36% Reduce -17.1% 22,589 $13.2M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -1.5% 22,543 $13.2M
Advisory Research Inc. 2.34% Reduce -2.8% 22,534 $13.2M
Smithbridge Asset Management Inc. 2.26% Add +4.1% 22,429 $13.1M
Iyo Bank, Ltd. 4.65% Add +4.8% 22,410 $13.1M
WoodTrust Financial Corp 1.86% Add +3.4% 22,411 $13.1M
Dynamic Advisor Solutions LLC 0.39% Reduce -12.6% 22,339 $13.1M
Caprock Group, LLC 0.47% Add +6.1% 22,294 $13.0M
Quadrature Capital Ltd 0.29% Reduce -63.9% 22,210 $13.0M
Leavell Investment Management, Inc. 0.65% Reduce -3.5% 22,206 $13.0M
Concurrent Investment Advisors, LLC 0.38% Add +4.4% 21,999 $12.9M
Van Hulzen Asset Management, LLC 0.93% Reduce -15.8% 21,897 $12.8M
Dividend Assets Capital, LLC 2.44% Add +0.6% 21,783 $12.7M
Beacon Investment Advisory Services, Inc. 0.53% Reduce -1.2% 21,754 $12.7M
Ascent Group, LLC 0.96% Reduce -1.1% 21,746 $12.7M
Signaturefd, LLC 0.24% Add +6.3% 21,696 $12.7M
Atom Investors LP 1.33% Add +5098.1% 21,676 $12.7M
GDS Wealth Management 1.23% Add +8.9% 21,539 $12.6M
Broderick Brian C 2.46% Add +0.5% 21,497 $12.6M
Allen Mooney & Barnes Investment Advisors LLC 2.14% Reduce -2.8% 21,469 $12.6M
Scholtz & Company, LLC 5.91% Reduce -25.4% 21,381 $12.5M
Mission Wealth Management, LP 0.31% Reduce -3.4% 21,148 $12.4M
Hilltop Holdings Inc. 0.80% Add +205.1% 21,069 $12.3M
Richard Bernstein Advisors LLC 0.26% Reduce -6.4% 21,062 $12.3M
Savant Capital, LLC 0.10% Add +30.6% 20,956 $12.3M
Running Oak Capital LLC 1.66% Reduce -4.4% 20,926 $12.2M
Procyon Advisors, LLC 0.84% Reduce -6.1% 20,921 $12.2M
Woodmont Investment Counsel LLC 0.92% Reduce -4.2% 20,892 $12.2M
Leith Wheeler Investment Counsel Ltd. 0.84% Add +4328.9% 20,550 $12.0M
Owl Creek Asset Management, L.P. 1.75% No change 20,484 $12.0M
KCM Investment Advisors LLC 0.41% Add +3.8% 20,480 $12.0M
Americana Partners, LLC 0.81% Add +10.8% 20,377 $11.9M
First Trust Direct Indexing L.P. 0.64% Add +18.6% 20,374 $11.9M
Simplify Asset Management Inc. 0.82% Add +49.8% 20,372 $11.9M
NBT Bank, N.A. 0.80% Reduce -3.2% 20,362 $11.9M
TCTC Holdings, LLC 0.40% Add +0.1% 20,320 $11.9M
Evoke Wealth, LLC 0.32% New 20,244 $11.8M
Earnest Partners LLC 0.05% Reduce -0.0% 20,221 $11.8M
Greenwich Wealth Management LLC 0.80% Reduce -0.4% 20,197 $11.8M
Eldred Rock Partners, LLC 3.94% Add +4.4% 20,149 $11.8M
Toth Financial Advisory Corp. 1.38% Reduce -0.0% 20,001 $11.7M
Mutual Advisors, LLC 0.34% Add +6.9% 20,835 $11.7M
Stratos Wealth Partners, LTD. 0.17% Add +0.0% 19,891 $11.6M
AIA Group Ltd 0.30% Add +21.2% 19,877 $11.6M
Kingswood Wealth Advisors, LLC 0.83% Add +31.6% 19,872 $11.6M
Wedbush Securities Inc. 0.43% Reduce -20.3% 19,747 $11.5M
Bourgeon Capital Management LLC 2.22% Add +265.4% 19,711 $11.5M
Stokes Capital Advisors, LLC 2.92% Reduce -1.1% 19,490 $11.4M
Johnson Financial Group, Inc. 0.52% Reduce -3.6% 19,461 $11.4M
Pictet North America Advisors SA 1.12% Reduce -4.8% 19,385 $11.3M
Fulcrum Capital LLC 2.47% Add +0.3% 19,359 $11.3M
TD Private Client Wealth LLC 0.33% Reduce -4.4% 19,344 $11.3M
Ascent Wealth Partners, LLC 1.58% Reduce -0.6% 19,343 $11.3M
Pallas Capital Advisors LLC 0.48% Reduce -2.9% 20,154 $11.3M
Tran Capital Management, L.P. 1.22% Reduce -0.9% 19,300 $11.3M
McKinley Carter Wealth Services, Inc. 0.68% Add +2.6% 19,286 $11.3M
Mirabaud & Cie SA 3.26% Add +91.8% 19,207 $11.2M
Global Retirement Partners, LLC 0.34% Add +1.2% 19,050 $11.1M
James Investment Research, Inc. 1.28% Reduce -1.9% 18,967 $11.1M
Pine Valley Investments Ltd Liability Co 0.76% Add +5.2% 18,963 $11.1M
Guardian Capital Advisors LP 1.09% Add +4.2% 19,008 $11.1M
Profund Advisors LLC 0.42% Add +2.7% 18,946 $11.1M
Mattern Capital Management, LLC 1.39% Reduce -0.3% 18,942 $11.1M
Prospera Financial Services Inc 0.28% Add +2.1% 18,926 $11.1M
EFG Asset Management (Americas) Corp. 2.15% Reduce -2.0% 18,785 $11.0M
Caldwell Trust Co 1.15% Reduce -3.2% 18,772 $11.0M
Kesler, Norman & Wride, LLC 2.15% Reduce -12.6% 18,769 $11.0M
LGT Group Foundation 0.18% Reduce -3.0% 18,462 $10.9M
Motco 1.09% Reduce -5.0% 18,677 $10.9M
Bank of Nova Scotia Trust Co. 1.11% Add +5.5% 18,676 $10.9M
Strong Tower Advisory Services 3.03% Reduce -11.4% 18,580 $10.9M
Wedge Capital Management L L P 0.19% Reduce -12.3% 18,558 $10.9M
Forbes J M & Co. LLP 1.06% Reduce -1.9% 18,551 $10.8M
Jupiter Asset Management Ltd. 0.10% Reduce -1.6% 18,543 $10.8M
Ritholtz Wealth Management 0.32% Add +40.9% 18,391 $10.8M
Icon Wealth Advisors, LLC 0.89% Reduce -1.1% 18,333 $10.7M
NorthCrest Asset Manangement, LLC 0.32% Add +3.4% 18,333 $10.7M
Soltis Investment Advisors LLC 1.05% Reduce -3.3% 18,296 $10.7M
FourThought Financial Partners, LLC 1.26% Add +1.0% 18,118 $10.6M
Evergreen Capital Management LLC 0.35% Add +2.4% 18,070 $10.6M
Biondo Investment Advisors, LLC 1.44% Add +2.1% 18,023 $10.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.58% Add +0.4% 18,002 $10.5M
Venture Visionary Partners LLC 0.46% Reduce -4.2% 17,906 $10.5M
Evexia Wealth LLC 3.71% Reduce -3.1% 17,929 $10.5M
Wealth Advisory Solutions, LLC 2.88% Reduce -17.6% 17,879 $10.5M
Great Waters Wealth Management 1.41% Reduce -0.7% 17,873 $10.5M
Davis-Rea LTD. 4.54% Add +0.1% 17,863 $10.4M
AlTi Global, Inc. 0.25% Add +0.4% 17,813 $10.4M
Citizens National Bank Trust Department 2.19% Reduce -0.2% 17,789 $10.4M
AMG National Trust Bank 0.28% Add +4.6% 17,673 $10.3M
Ameritas Investment Partners, Inc. 0.34% Reduce -12.6% 17,599 $10.3M
Morse Asset Management, Inc 2.24% Reduce -0.2% 17,593 $10.3M
Atlantic Union Bankshares Corp 0.60% Reduce -1.8% 17,566 $10.3M
Chronos Wealth Management, LLC 5.34% Add +0.3% 17,509 $10.2M
Estabrook Capital Management 1.52% Reduce -1.6% 17,431 $10.2M
Seaview Investment Managers LLC 3.06% Reduce -9.8% 17,396 $10.2M
Security National Bank 1.38% Reduce -0.3% 17,379 $10.2M
Twin Capital Management Inc. 1.14% Reduce -19.0% 17,343 $10.1M
Exchange Traded Concepts, LLC 0.24% Reduce -7.8% 17,332 $10.1M
Ballentine Partners, LLC 0.17% Add +4.9% 17,331 $10.1M
St Germain D J Co. Inc. 0.46% Reduce -16.1% 17,256 $10.1M
Elk River Wealth Management LLC 1.83% Reduce -0.3% 17,237 $10.1M
Cullinan Associates Inc. 0.57% Reduce -16.3% 17,548 $10.0M
Advanced Asset Management Advisors Inc 2.68% No change 19,700 $10.0M
GHP Investment Advisors, Inc. 0.46% Add +0.7% 17,046 $10.0M
Stonegate Investment Group, LLC 0.26% Reduce -1.5% 16,992 $9.9M
Verdence Capital Advisors LLC 0.79% Add +1.4% 16,957 $9.9M
Soros Capital Management LLC 2.38% New 16,900 $9.9M
Unison Asset Management LLC 4.69% Reduce -0.1% 16,886 $9.9M
Strategic Wealth Investment Group, LLC 1.06% Add +36.6% 16,915 $9.9M
Stratos Investment Management, LLC 0.69% Reduce -4.6% 16,849 $9.9M
Red Door Wealth Management, LLC 1.64% Add +4.2% 16,823 $9.8M
Pitcairn Co. 0.58% Reduce -11.1% 16,767 $9.8M
Gotham Asset Management 0.10% Add +32.9% 16,761 $9.8M
Ledyard National Bank 0.89% Reduce -1.0% 16,667 $9.7M
Blue Edge Capital, LLC 1.52% Add +0.1% 16,642 $9.7M
Puzo Michael J 2.54% Add +0.7% 16,637 $9.7M
Avitas Wealth Management LLC 1.36% Reduce -1.6% 16,536 $9.7M
Montag & Caldwell, LLC 1.96% Reduce -4.1% 16,508 $9.7M
Winmill & Co. Inc. 3.24% No change 16,475 $9.6M
Central Bank & Trust Co. 1.33% Reduce -8.2% 16,445 $9.6M
Meeder Advisory Services, Inc. 0.62% Add +9.5% 16,424 $9.6M
Marietta Wealth Management, LLC 1.40% Add +3.0% 16,423 $9.6M
Tradition Wealth Management, LLC 0.85% Reduce -2.3% 16,396 $9.6M
Blue Fin Capital, Inc. 1.82% Add +1.2% 16,392 $9.6M
Texas Capital Bank Wealth Management Services Inc 0.94% Add +1.5% 16,370 $9.6M
Leuthold Group, LLC 1.06% Reduce -6.8% 16,363 $9.6M
Busey Bank 0.31% Add +2.0% 16,314 $9.5M
Bedell Frazier Investment Counselling, LLC 2.28% Add +0.4% 16,293 $9.5M
Thoroughbred Financial Services, LLC 0.61% Reduce -4.5% 16,281 $9.5M
Stolper Co 3.11% Reduce -1.7% 16,275 $9.5M
Aljian Capital Management, LLC 2.22% Add +14.2% 16,243 $9.5M
Colonial Trust Co / SC 1.46% Add +5.4% 16,226 $9.5M
Thompson Investment Management, Inc. 1.36% Add +9.7% 16,218 $9.5M
Burt Wealth Advisors 2.32% Reduce -1.5% 16,116 $9.4M
Rothschild Capital Partners, LLC 2.63% Add +4.0% 16,106 $9.4M
Frank, Rimerman Advisors LLC 0.67% Add +9.2% 16,104 $9.4M
Vestor Capital, LLC 0.74% Reduce -64.6% 16,062 $9.4M
Park State Asset Management 5.51% Add +0.4% 16,037 $9.4M
Fragasso Financial Advisors Inc 0.72% Reduce -2.3% 16,037 $9.4M
Griffin Asset Management, Inc. 1.05% Add +0.3% 16,025 $9.4M
Brighton Jones LLC 0.35% Reduce -39.1% 16,018 $9.4M
Hilton Capital Management, LLC 0.73% Add +2.7% 16,005 $9.4M
First National Bank of Omaha 0.59% Reduce -19.4% 15,875 $9.3M
Sheaff Brock Investment Advisors, LLC 0.81% Reduce -6.2% 15,853 $9.3M
IFP Advisors, Inc 0.33% Add +19.1% 15,814 $9.2M
NorthRock Partners, LLC 0.30% Add +7.1% 15,756 $9.2M
Spirepoint Private Client, LLC 1.22% Add +4.2% 15,733 $9.2M
Hansen & Associates Financial Group, Inc. 4.82% New 16,022 $9.1M
Zions Bancorporation, N.A. 0.66% Add +2.9% 15,590 $9.1M
BTC Capital Management, Inc. 0.81% Reduce -1.4% 15,564 $9.1M
RNC Capital Management LLC 0.50% No change 17,828 $9.1M
Massachusetts Financial Services Co. 0.00% Reduce -18.1% 15,429 $9.0M
Alley Investment Management Company, LLC 1.14% Reduce -0.1% 15,420 $9.0M
SOL Capital Management CO 1.00% Add +0.1% 15,338 $9.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.94% Add +138.2% 15,338 $9.0M
Lester Murray Antman dba SimplyRich 2.49% Add +0.7% 15,305 $8.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.93% Reduce -0.3% 15,300 $8.9M
J. Safra Sarasin Holding AG 0.15% Reduce -39.0% 15,243 $8.9M
Schechter Investment Advisors, LLC 0.65% Reduce -28.9% 15,154 $8.9M
Sigma Planning Corp 0.27% Add +1.0% 15,072 $8.8M
Sigma Investment Counselors Inc. 0.52% Reduce -0.8% 15,025 $8.8M
Moore Capital Management, LP 0.28% Reduce -70.0% 15,000 $8.8M
Goelzer Investment Management, Inc. 0.48% Reduce -7.3% 14,997 $8.8M
Asio Capital, LLC 1.66% Reduce -0.3% 14,921 $8.7M
Valeo Financial Advisors, LLC 0.25% Reduce -1.1% 14,894 $8.7M
Kidder Stephen W 2.54% Add +0.2% 14,726 $8.6M
Ballast, Inc. 2.43% Reduce -0.8% 14,655 $8.6M
Tritonpoint Wealth, LLC 0.78% Add +8.1% 14,694 $8.5M
Bellecapital International Ltd. 1.71% Reduce -2.0% 14,597 $8.5M
Burns J W & Co. Inc. 1.11% Reduce -0.9% 14,589 $8.5M
Brown Shipley& Co Ltd 4.19% Reduce -2.6% 14,555 $8.5M
Empire Life Investments Inc. 0.52% Reduce -1.7% 14,525 $8.5M
Buckhead Capital Management LLC 2.67% Reduce -0.4% 14,428 $8.4M
Ostrum Asset Management 0.70% Reduce -16.2% 14,401 $8.4M
GAMMA Investing LLC 0.83% Add +41.0% 14,393 $8.4M
Telos Capital Management, Inc. 0.87% Reduce -0.5% 14,207 $8.3M
Capital Investment Counsel, LLC 1.43% Add +7.4% 14,151 $8.3M
Spinnaker Trust 0.51% Reduce -3.5% 14,146 $8.3M
American Trust 0.68% Reduce -15.7% 14,097 $8.2M
Schnieders Capital Management LLC 1.58% Reduce -5.6% 14,078 $8.2M
Cape Cod Five Cents Savings Bank 0.75% Add +0.3% 14,057 $8.2M
Naples Global Advisors, LLC 0.76% Reduce -0.3% 14,040 $8.2M
Harbour Trust & Investment Management Co 0.94% Add +1.7% 14,038 $8.2M
Pacific Capital Partners Ltd 4.81% Add +355.7% 14,035 $8.2M
Community Bank & Trust, Waco, Texas 1.85% Add +1.5% 14,023 $8.2M
Liberty Capital Management, Inc. 1.81% Add +0.0% 14,005 $8.2M
Tradewinds, LLC. 2.52% Add +0.0% 13,980 $8.2M
Greenwoods Asset Management Hong Kong Ltd. 0.26% Add +40.2% 13,979 $8.2M
KMG Fiduciary Partners, LLC 0.70% Add +0.5% 13,952 $8.2M
Trivium Point Advisory, LLC 1.13% Reduce -4.3% 13,428 $8.1M
Syon Capital LLC 0.72% Add +0.6% 13,885 $8.1M
Asset Dedication, LLC 0.54% Reduce -9.8% 13,753 $8.0M
Canal Capital Management, LLC 1.28% Add +5.3% 13,749 $8.0M
Gladstone Institutional Advisory LLC 0.39% Reduce -5.7% 13,688 $8.0M
Resources Management Corp. /CT/ 1.08% Reduce -1.3% 13,660 $8.0M
Perigon Wealth Management, LLC 0.21% Add +0.7% 13,645 $8.0M
Eagle Capital Management, LLC 3.32% Add +0.3% 13,644 $8.0M
Summit Trail Advisors, LLC 0.20% Add +13.5% 13,631 $8.0M
Mader & Shannon Wealth Management, Inc. 4.59% Reduce -5.3% 13,487 $7.9M
Eagle Rock Investment Company, LLC 1.32% Add +24.4% 13,430 $7.9M
Little House Capital LLC 2.24% Add +8.1% 13,379 $7.8M
CMH Wealth Management LLC 1.84% Reduce -2.2% 13,374 $7.8M
Wealthspire Advisors, LLC 0.08% Add +14.2% 13,363 $7.8M
Sandy Spring Bank 0.32% Reduce -0.1% 13,238 $7.7M
Granite Investment Partners, LLC 0.33% Reduce -2.6% 13,213 $7.7M
Mirae Asset Securities (usa) Inc. 0.45% Reduce -0.4% 13,200 $7.7M
Duncker Streett & Co. Inc. 1.41% Reduce -4.8% 13,198 $7.7M
Checchi Capital Advisers, LLC 0.57% Reduce -9.3% 13,149 $7.7M
Mirabaud Asset Management Ltd 3.17% New 13,201 $7.7M
Consolidated Investment Group LLC 1.14% Reduce -13.2% 13,135 $7.7M
Sectoral Asset Management Inc. 4.53% Reduce -50.8% 13,125 $7.7M
Lindbrook Capital, LLC 0.68% Add +5.5% 13,113 $7.7M
Great Lakes Retirement, Inc. 0.98% Add +4.0% 13,090 $7.7M
Meridian Wealth Advisors, LLC 1.28% Add +0.1% 13,078 $7.6M
Argonautica Private Wealth Management, Inc. 2.53% Add +0.3% 13,032 $7.6M
Whalerock Point Partners, LLC 1.87% Add +4.6% 13,014 $7.6M
Kentucky Farm Bureau Mutual Insurance Co 1.64% No change 13,000 $7.6M
Sky Investment Group LLC 1.40% Reduce -2.1% 12,959 $7.6M
GLOBALT Investments LLC / GA 0.28% Add +112.1% 12,903 $7.5M
Essex Financial Services, Inc. 0.54% Reduce -4.2% 13,219 $7.5M
Elevation Point Wealth Partners, LLC 0.72% Reduce -37.0% 12,784 $7.5M
HRT Financial LP 0.04% Reduce -94.4% 12,763 $7.5M
Capital Planning Advisors, LLC 1.12% Add +0.7% 12,736 $7.4M
Schwarz Dygos Wheeler Investment Advisors LLC 1.85% Reduce -2.2% 12,695 $7.4M
Larson Financial Group LLC 0.42% Add +43.3% 12,686 $7.4M
Lee Danner & Bass Inc. 0.52% Reduce -1.1% 12,641 $7.4M
HBK Sorce Advisory LLC 0.23% Reduce -3.0% 12,638 $7.4M
Bar Harbor Wealth Management 0.47% Reduce -1.9% 12,545 $7.3M
Farther Finance Advisors, LLC 0.27% Add +2.7% 12,531 $7.3M
Vident Advisory, LLC 0.18% Reduce -64.8% 12,496 $7.3M
Prosperity Consulting Group, LLC 0.57% Add +216.3% 12,489 $7.3M
CHICAGO TRUST Co NA 1.32% Add +4.7% 12,477 $7.3M
Legacy Advisors, LLC 0.79% Add +7.9% 12,465 $7.3M
Asset Planning Services Inc. /La/ 3.60% Add +1.2% 12,465 $7.3M
Lincoln Capital Corp. 2.98% Add +0.8% 12,463 $7.3M
Silicon Valley Capital Partners 0.95% Reduce -24.0% 12,462 $7.3M
Nations Financial Group Inc, /Ia/ 0.53% Add +9.2% 12,441 $7.3M
Lake Street Advisors Group, LLC 0.34% Add +1.9% 12,397 $7.2M
Jasper Ridge Partners, L.P. 0.21% No change 12,375 $7.2M
GeoWealth Management, LLC 0.26% Add +10.8% 12,352 $7.2M
Ulland Investment Advisors, LLC 5.37% Reduce -3.8% 12,332 $7.2M
First Interstate Bank 0.44% Reduce -2.7% 12,304 $7.2M
Community Financial Services Group, LLC 1.47% Add +3.7% 12,303 $7.2M
Wedmont Private Capital 0.41% Add +12.2% 12,280 $7.2M
B.O.S.S. Retirement Advisors, LLC 1.44% Add +15.0% 12,221 $7.1M
GYL Financial Synergies, LLC 0.54% Reduce -9.3% 12,183 $7.1M
Buck Wealth Strategies, LLC 2.24% Reduce -12.8% 12,176 $7.1M
U.S. Capital Wealth Advisors, LLC 0.25% Reduce -14.9% 12,175 $7.1M
Independent Financial Group, LLC 0.26% Reduce -4.7% 12,146 $7.1M
Field & Main Bank 2.53% Reduce -2.0% 12,123 $7.1M
Culbertson A N & Co. Inc. 1.14% No change 12,116 $7.1M
Rockline Wealth Management, LLC 2.00% Add +3.7% 12,113 $7.1M
Wright Investors Service Inc. 1.85% Reduce -19.8% 12,113 $7.1M
Waverly Advisors, LLC 0.13% Reduce -3.7% 12,089 $7.1M
Jaffetilchin Investment Partners, LLC 0.54% Add +4.2% 12,069 $7.1M
Nemes Rush Group LLC 1.02% Reduce -3.5% 14,256 $7.1M
Cornerstone Wealth Group, LLC 0.58% Add +1.8% 12,040 $7.0M
Timber Creek Capital Management LLC 1.97% Reduce -19.2% 12,035 $7.0M
Tenere Capital LLC 1.87% New 12,023 $7.0M
Fifth Third Wealth Advisors LLC 0.43% Add +15.3% 12,018 $7.0M
Harbour Capital Advisors, LLC 1.62% Reduce -13.2% 11,867 $7.0M
Olstein Capital Management, L.P. 1.19% Reduce -27.3% 12,000 $7.0M
Weatherly Asset Management L. P. 0.61% Reduce -4.2% 11,997 $7.0M
Perkins Coie Trust Co 1.56% Reduce -0.8% 11,989 $7.0M
Marshall & Sullivan Inc. 3.36% Reduce -1.8% 11,982 $7.0M
GPM Growth Investors, Inc. 2.91% Reduce -4.8% 11,951 $7.0M
CreativeOne Wealth, LLC 0.24% Add +14.6% 11,903 $7.0M
Jessup Wealth Management, Inc 3.19% Add +80.6% 11,891 $7.0M
Waldron Private Wealth LLC 0.29% Add +2.3% 11,885 $6.9M
Integrated Advisors Network LLC 0.33% Add +2.9% 11,867 $6.9M
Concourse Financial Group Securities, Inc. 0.41% Reduce -2.4% 11,818 $6.9M
Value Partners Investments Inc. 0.56% Add +1.5% 11,766 $6.9M
Western Wealth Management, LLC 0.39% Add +38.9% 11,760 $6.9M
Stiles Financial Services Inc 2.42% Reduce -2.0% 11,735 $6.9M
Coastline Trust Co 0.81% Reduce -19.3% 11,731 $6.9M
City Holding Co. 0.95% Reduce -0.3% 11,700 $6.8M
Landscape Capital Management, L.L.C. 0.69% Add +1.8% 11,667 $6.8M
Bogart Wealth, LLC 0.32% Reduce -0.4% 11,666 $6.8M
Lanark Financial, Inc. 0.57% Add +0.1% 11,606 $6.8M
IHT Wealth Management, LLC 0.19% Add +31.3% 11,569 $6.8M
Capstone Investment Advisors, LLC 0.24% Reduce -49.5% 11,552 $6.8M
PFG Investments, LLC 0.44% Reduce -0.2% 11,528 $6.7M
Souders Financial Advisors 0.94% Add +0.5% 11,521 $6.7M
Csenge Advisory Group 0.35% Add +3.2% 11,254 $6.7M
Transform Wealth, LLC 0.45% Reduce -54.5% 11,508 $6.7M
Barbara Oil Co. 2.75% No change 11,500 $6.7M
River Wealth Advisors LLC 0.89% Add +3.9% 11,473 $6.7M
Quadrant Capital Group LLC 0.47% Reduce -0.3% 11,472 $6.7M
J.W. Cole Advisors, Inc. 0.28% Add +28.8% 11,450 $6.7M
Lountzis Asset Management, LLC 2.78% Add +0.0% 11,445 $6.7M
First Hawaiian Bank 0.21% Reduce -19.2% 11,438 $6.7M
Nikulski Financial, Inc. 2.00% Add +0.3% 11,424 $6.7M
Carderock Capital Management Inc. 1.58% Add +9.2% 11,414 $6.7M
Lynch Asset Management, Inc. 2.80% No change 11,400 $6.7M
Montag A & Associates Inc. 0.32% Add +2.4% 11,399 $6.7M
Rench Wealth Management, Inc. 2.29% Add +6.0% 11,395 $6.7M
JCIC Asset Management Inc. 2.73% Add +1.3% 11,391 $6.7M
Keeler Thomas Management LLC 2.09% Reduce -1.4% 11,329 $6.6M
Arkadios Wealth Advisors 0.38% Add +23.4% 11,320 $6.6M
Avior Wealth Management, LLC 0.26% Add +1.4% 11,290 $6.6M
1834 Investment Advisors Co. 0.77% Reduce -14.2% 11,256 $6.6M
DLK Investment Management, LLC 2.52% Reduce -0.3% 11,242 $6.6M
Meritage Portfolio Management 0.40% Reduce -23.9% 11,232 $6.6M
D L Carlson Investment Group Inc. 1.19% Reduce -1.4% 11,216 $6.6M
Qtron Investments LLC 0.90% Add +9.5% 11,216 $6.6M
Chatham Capital Group, Inc. 1.07% Add +0.8% 11,202 $6.5M
Acropolis Investment Management, LLC 0.39% Reduce -0.7% 11,127 $6.5M
Hennion & Walsh Asset Management, Inc. 0.30% Add +11.6% 11,116 $6.5M
Plancorp, LLC 0.26% Reduce -3.3% 11,094 $6.5M
Mirador Capital Partners LP 1.16% Reduce -1.0% 11,062 $6.5M
Moloney Securities Asset Management, LLC 0.87% Reduce -0.1% 11,060 $6.5M
Clearstead Trust, LLC 1.55% Reduce -4.0% 11,058 $6.5M
GS Investments, Inc. 2.87% Reduce -0.2% 11,044 $6.5M
Sowell Financial Services LLC 0.30% Reduce -3.6% 11,028 $6.4M
Sandhill Capital Partners LLC 0.46% Add +1.1% 11,023 $6.4M
West Branch Capital LLC 2.23% Add +0.3% 11,008 $6.4M
Connecticut Wealth Management, LLC 0.31% Reduce -5.4% 10,999 $6.4M
Ayrshire Capital Management LLC 3.06% Add +0.7% 10,988 $6.4M
Capital Analysts, LLC 0.26% Reduce -2.7% 10,935 $6.4M
Equitable Trust Co. 0.41% Add +6.9% 10,891 $6.4M
MainStreet Investment Advisors LLC 0.84% Reduce -26.0% 10,862 $6.4M
Dynasty Wealth Management, LLC 0.19% Reduce -6.8% 10,856 $6.3M
Blue Zone Wealth Advisors, LLC 1.96% Add +2.2% 10,797 $6.3M
CX Institutional 0.28% Reduce -49.9% 10,750 $6.3M
Bristlecone Advisors, LLC 0.50% Reduce -3.4% 10,748 $6.3M
J. W. Coons Advisors, LLC 1.17% Reduce -0.6% 10,745 $6.3M
Asahi Life Asset Management Co., LTD. 3.80% Reduce -2.1% 10,738 $6.3M
Simmons Bank 0.45% Reduce -1.9% 10,721 $6.3M
Round Rock Advisors LLC 1.46% No change 10,657 $6.2M
Independence Bank of Kentucky 1.33% Add +34.2% 10,594 $6.2M
Knollwood Investment Advisory, LLC 0.66% No change 10,569 $6.2M
Trust Asset Management LLC 0.49% No change 10,545 $6.2M
Northeast Financial Consultants Inc 0.27% Reduce -0.3% 10,510 $6.1M
Cypress Asset Management Inc. 1.53% Add +1.8% 10,501 $6.1M
SlateStone Wealth, LLC 0.55% Reduce -19.5% 10,497 $6.1M
Kingsview Wealth Management, LLC 0.13% Add +4.1% 10,461 $6.1M
Bison Wealth, LLC 0.97% Add +11.5% 10,447 $6.1M
Trinity Legacy Partners, LLC 1.56% Reduce -2.3% 10,042 $6.1M
Bank of New Hampshire 1.52% Add +0.0% 10,390 $6.1M
Horizon Investments, LLC 0.16% Add +1.0% 10,350 $6.1M
Allen Capital Group, LLC 0.77% Add +2.9% 10,337 $6.0M
China Universal Asset Management Co., Ltd. 0.66% Add +38.8% 10,307 $6.0M
Commonwealth Retirement Investments LLC 2.52% Add +1.9% 10,295 $6.0M
Peloton Wealth Strategists 2.43% Add +0.1% 10,288 $6.0M
CWA Asset Management Group, LLC 0.32% — 10,275 $6.0M
William B. Walkup & Associates, Inc. 3.71% Reduce -0.1% 10,250 $6.0M
Hudson Edge Investment Partners Inc. 1.10% Reduce -17.9% 10,180 $6.0M
FreeGulliver LLC 3.53% Add +1.6% 10,177 $6.0M
Fulton Bank, N.A. 0.23% Reduce -25.7% 10,172 $5.9M
Diversify Wealth Management, LLC 0.57% Reduce -21.7% 10,488 $5.9M
Highland Capital Management, LLC 0.34% Reduce -31.1% 10,075 $5.9M
Zega Financial, LLC 1.93% Add +27.8% 10,052 $5.9M
Trifecta Capital Advisors, LLC 1.23% Add +0.0% 10,052 $5.9M
Cordatus Wealth Management LLC 2.11% Add +0.5% 10,031 $5.9M
Fairhaven Wealth Management, LLC 1.79% Add +0.3% 10,025 $5.9M
Plimoth Trust Co. LLC 1.47% Add +0.7% 10,008 $5.9M
Viking Fund Management LLC 0.95% No change 10,000 $5.8M
First Trust Investment Solutions L.P. 0.66% Reduce -3.6% 9,982 $5.8M
Cypress Capital Group 0.66% Reduce -2.9% 9,981 $5.8M
GC Wealth Management RIA, LLC 1.02% Add +8.8% 9,959 $5.8M
First Fiduciary Investment Counsel, Inc. 1.17% Reduce -0.1% 9,958 $5.8M
Robertson Stephens Wealth Management, LLC 0.21% Add +16.4% 9,947 $5.8M
Connable Office Inc. 0.58% Reduce -0.8% 9,935 $5.8M
PFG Advisors 0.37% Reduce -5.1% 9,915 $5.8M
Monetary Management Group Inc. 1.49% Reduce -16.6% 9,913 $5.8M
Strategic Planning Group, LLC 1.14% Add +3.3% 9,911 $5.8M
Legacy Private Trust Co. 0.39% Reduce -1.7% 9,902 $5.8M
Ameritas Advisory Services, LLC 0.25% Add +0.8% 9,881 $5.8M
Weik Capital Management 2.33% Reduce -0.2% 9,881 $5.8M
Bretton Capital Management, LLC 5.47% — 9,800 $5.7M
Insigneo Advisory Services, LLC 0.58% Reduce -10.2% 9,777 $5.7M
S.E.E.D. Planning Group LLC 1.89% Add +3.8% 9,767 $5.7M
Picton Mahoney Asset Management 0.22% Reduce -38.1% 9,760 $5.7M
Strategy Asset Managers LLC 1.09% Add +269.2% 9,755 $5.7M
Holderness Investments Co. 1.24% Add +0.7% 9,746 $5.7M
PKO Investment Management Joint-Stock Co 0.70% Reduce -11.8% 9,689 $5.7M
LexAurum Advisors, LLC 1.26% Add +0.3% 9,686 $5.7M
Claro Advisors Inc. 0.73% Reduce -3.1% 9,632 $5.6M
Portside Wealth Group, LLC 0.96% Add +3.0% 9,630 $5.6M
Nelson Capital Management, LLC 0.95% Reduce -2.6% 9,596 $5.6M
Pinnacle Holdings, LLC 2.47% Reduce -0.8% 9,524 $5.6M
Van Den Berg Management I, Inc. 1.61% Reduce -6.5% 9,502 $5.6M
Kestra Investment Management, LLC 0.24% New 9,500 $5.6M
Cigna Investments Inc. 0.99% Reduce -1.1% 9,496 $5.6M
Eclectic Associates Inc. 2.19% Reduce -3.2% 9,478 $5.5M
Union Heritage Capital, LLC 2.04% No change 9,478 $5.5M
Investment House LLC 0.30% No change 9,475 $5.5M
Hancock Whitney Corp. 0.18% Add +17.3% 9,473 $5.5M
Moody National Bank Trust Division 0.59% Add +2.1% 9,467 $5.5M
Delaney Dennis R 2.86% Add +4.1% 9,466 $5.5M
Hohimer Wealth Management, LLC 1.19% Add +23.7% 9,429 $5.5M
Bray Capital Advisors 1.35% Reduce -2.2% 9,427 $5.5M
Intrust Bank NA 0.55% Add +1.8% 9,397 $5.5M
Arjuna Capital 1.42% Reduce -1.9% 9,374 $5.5M
Fullerton Fund Management Co Ltd. 0.23% Add +12.2% 9,374 $5.5M
Trium Capital LLP 2.51% Reduce -18.9% 9,354 $5.5M
Compton Wealth Advisory Group, LLC 1.37% Reduce -1.0% 9,309 $5.4M
Tranquility Partners, LLC 1.97% Reduce -0.4% 9,275 $5.4M
SageView Advisory Group, LLC 0.27% Reduce -8.5% 9,244 $5.4M
Beverly Hills Private Wealth, LLC 1.10% Add +0.3% 9,240 $5.4M
Keebeck Wealth Management 0.78% Reduce -1.9% 9,221 $5.4M
Archford Capital Strategies, LLC 0.81% Add +1.5% 8,853 $5.4M
Inspire Trust Co, N.A. 1.47% Add +2.8% 9,102 $5.3M
Blue Trust, Inc. 0.07% Add +49.0% 10,429 $5.3M
GM Advisory Group, LLC 0.32% Reduce -3.1% 9,069 $5.3M
MMBG Investment Advisors Co. 0.55% Reduce -1.8% 9,061 $5.3M
International Assets Investment Management, LLC 0.43% Add +4764.5% 326,504 $5.3M
DeDora Capital, Inc. 1.47% Add +4.8% 9,020 $5.3M
Graypoint LLC 0.34% Add +9.1% 8,998 $5.3M
Secured Retirement Advisors, LLC 3.79% Add +1.3% 8,997 $5.3M
HBW Advisory Services LLC 0.76% Reduce -5.2% 8,945 $5.2M
Shorepoint Capital Partners LLC 1.19% Add +1.8% 8,945 $5.2M
Thematics Asset Management 0.21% Add +4.8% 8,940 $5.2M
Fortis Capital Management LLC 1.05% Add +4.2% 8,920 $5.2M
Lindenwold Advisors, INC 2.62% Add +0.4% 8,907 $5.2M
Mechanics Bank Trust Department 0.69% Reduce -2.6% 8,904 $5.2M
Bond & Devick Financial Network, Inc. 2.22% Reduce -2.2% 8,890 $5.2M
Koshinski Asset Management, Inc. 0.45% Reduce -2.5% 8,873 $5.2M
NBW Capital LLC 0.98% Add +0.4% 8,871 $5.2M
Norden Group LLC 0.61% Add +45.6% 8,850 $5.2M
SouthState Bank Corp 0.35% Add +3.0% 8,805 $5.1M
Mitchell & Pahl Private Wealth, LLC 2.39% Add +6.9% 8,787 $5.1M
Capital Insight Partners, LLC 0.90% Add +2.7% 8,767 $5.1M
Belpointe Asset Management LLC 0.31% Reduce -1.6% 8,761 $5.1M
Alcosta Capital Management, Inc. 3.03% Add +0.7% 8,671 $5.1M
Constitution Capital LLC 2.70% Reduce -9.4% 8,662 $5.1M
Mitchell McLeod Pugh & Williams Inc. 1.06% Add +0.3% 8,653 $5.1M
Berkshire Asset Management LLC 0.26% No change 9,913 $5.0M
RDA Financial Network 1.57% Reduce -2.8% 8,622 $5.0M
Kintegral Advisory, LLC 0.46% Reduce -1.3% 8,607 $5.0M
Merit Financial Group, LLC 0.11% Reduce -30.8% 8,587 $5.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.55% Add +1.3% 8,580 $5.0M
Cox Capital Mgt LLC 3.00% Add +18.1% 8,581 $5.0M
DE Burlo Group Inc. 0.61% No change 8,535 $5.0M
Ingalls & Snyder LLC 0.20% Add +8.5% 8,527 $5.0M
Transcend Capital Advisors, LLC 0.33% Reduce -16.6% 8,514 $5.0M
Clear Harbor Asset Management, LLC 0.41% Add +0.0% 8,508 $5.0M
First National Bank of Mount Dora, Trust Investment Services 1.13% Reduce -7.4% 8,507 $5.0M
Legacy Wealth Management, LLC / MS 1.82% Reduce -2.0% 8,491 $5.0M
Stamos Capital Partners, L.P. 1.17% Reduce -29.8% 8,490 $5.0M
Nomura Holdings Inc. 0.04% Reduce -60.3% 8,481 $5.0M
Pegasus Partners Ltd. 0.46% Reduce -7.6% 8,442 $4.9M
Composition Wealth, LLC 0.11% Reduce -64.0% 8,439 $4.9M
Mattson Financial Services, LLC 1.77% Reduce -0.7% 9,688 $4.9M
Wambolt & Associates, LLC 1.35% Add +6.7% 8,457 $4.9M
Citizens Business Bank 0.99% Reduce -2.0% 8,408 $4.9M
Enterprise Bank & Trust Co 1.58% Reduce -4.5% 8,383 $4.9M
Moneco Advisors, LLC 0.61% Add +0.5% 8,376 $4.9M
Jackson Hole Capital Partners, LLC 1.02% Reduce -1.7% 8,376 $4.9M
Moody LYNN Lieberson & Walker, LLC 0.30% Add +4.5% 8,351 $4.9M
Nicollet Investment Management, Inc. 1.69% Add +0.5% 8,340 $4.9M
Boston Financial Mangement LLC 0.15% Add +1.1% 8,336 $4.9M
New Hampshire Trust 1.04% Reduce -0.3% 8,327 $4.9M
Scott & Selber, Inc. 1.50% Reduce -0.5% 8,290 $4.8M
Lyell Wealth Management, LP 0.44% Reduce -3.2% 8,281 $4.8M
FAS Wealth Partners, Inc. 0.38% Reduce -11.2% 8,259 $4.8M
Cascades Capital Asset Management, LLC 2.72% — 8,203 $4.8M
Diversify Advisory Services, LLC 0.26% Reduce -22.0% 8,415 $4.8M
Fosun International Ltd 1.58% Reduce -2.6% 8,201 $4.8M
Studio Investment Management LLC 1.00% Add +1.3% 8,151 $4.8M
Icon Advisers Inc. 1.04% Reduce -12.9% 8,119 $4.7M
Optimum Investment Advisors 2.05% Reduce -4.0% 8,109 $4.7M
Advocate Group LLC 0.86% Add +2.5% 8,094 $4.7M
Parallax Volatility Advisers, L.P. 0.14% Reduce -13.4% 8,091 $4.7M
Pinnacle Wealth Management Advisory Group, LLC 0.45% Add +2.6% 8,071 $4.7M
Fidelis Capital Partners, LLC 0.56% Add +2.5% 8,356 $4.7M
Signal Advisors Wealth, LLC 0.68% New 8,064 $4.7M
Notis-McConarty Edward 2.13% Reduce -7.7% 8,062 $4.7M
Glassy Mountain Advisors, Inc. 1.65% New 8,034 $4.7M
Morton Community Bank 1.23% Reduce -1.9% 8,029 $4.7M
Centric Wealth Management 1.25% Add +0.1% 7,859 $4.7M
Becker Capital Management Inc. 0.15% Add +0.1% 8,016 $4.7M
Financial Partners Group, LLC 1.76% Add +0.3% 8,013 $4.7M
Covenant Asset Management, LLC 1.04% Reduce -1.3% 8,009 $4.7M
Alberta Investment Management Corp 0.04% Add +69.9% 8,000 $4.7M
TFG Advisers LLC 1.68% Reduce -0.8% 7,991 $4.7M
Shayne & Jacobs, LLC 1.17% No change 7,984 $4.7M
Journey Advisory Group, LLC 0.56% No change 9,134 $4.7M
Carret Asset Management, LLC 0.50% Add +11.3% 7,955 $4.7M
Raab & Moskowitz Asset Management LLC 1.17% Reduce -0.8% 7,923 $4.6M
Quest Investment Management LLC 0.54% Reduce -75.9% 7,918 $4.6M
Belmont Capital, LLC 0.77% Reduce -10.0% 7,916 $4.6M
Solidarity Wealth, LLC 1.25% Reduce -19.1% 7,899 $4.6M
CenterBook Partners LP 0.28% Reduce -60.7% 7,899 $4.6M
Ninety One SA (Pty) Ltd 1.00% Reduce -62.4% 7,864 $4.6M
Howard Capital Management, LLC 0.08% New 7,860 $4.6M
Family Legacy, Inc. 1.52% Add +1.0% 7,825 $4.6M
Brevan Howard Capital Management LP 0.23% Reduce -82.9% 7,822 $4.6M
Accredited Investors Inc. 0.26% Reduce -7.0% 7,819 $4.6M
Synergy Asset Management, LLC 0.69% Reduce -68.0% 7,770 $4.5M
Community Bank, N.A. 0.57% Reduce -7.8% 7,768 $4.5M
Private Trust Co. NA 0.46% Reduce -0.2% 7,739 $4.5M
Vanderbilt University 0.84% Reduce -13.8% 7,736 $4.5M
Edgestream Partners, L.P. 0.20% New 7,734 $4.5M
Te Ahumairangi Investment Management Ltd 0.80% Reduce -33.2% 7,776 $4.5M
Cannell & Spears LLC 0.09% Reduce -0.6% 7,730 $4.5M
Whitford Management LLC 2.57% Reduce -21.6% 7,725 $4.5M
Capital City Trust Co. 1.12% Add +7.4% 7,712 $4.5M
Liberty One Investment Management, LLC 0.46% Add +4.4% 7,697 $4.5M
S&T Bank 1.18% Reduce -23.4% 7,686 $4.5M
WealthShield Partners, LLC 0.61% Add +3.9% 7,659 $4.5M
SevenBridge Financial Group, LLC 0.86% Add +3.0% 7,130 $4.5M
Dempze Nancy E 2.49% Add +2.7% 7,622 $4.5M
Harbour Investment Management LLC 1.97% Reduce -0.3% 7,616 $4.5M
Moors & Cabot, Inc. 0.22% Reduce -2.5% 7,604 $4.4M
Lineweaver Wealth Advisors, LLC 0.85% Add +3.9% 7,591 $4.4M
Arrow Financial Corp 0.41% Reduce -1.8% 7,595 $4.4M
AdvisorNet Financial, Inc 0.33% Add +14.8% 7,592 $4.4M
Waterloo Capital, L.P. 0.48% Reduce -4.3% 7,581 $4.4M
Second Half Financial Partners, LLC 2.35% Reduce -36.0% 7,570 $4.4M
Principle Wealth Partners LLC 0.31% Reduce -0.5% 7,562 $4.4M
Chemistry Wealth Management LLC 1.06% Add +3.4% 7,548 $4.4M
Sweet Financial Partners, LLC 0.95% Reduce -2.8% 7,487 $4.4M
Fairbanks Capital Management, Inc. 2.75% Add +5.9% 7,476 $4.4M
Roanoke Asset Management Corp./ NY 1.39% Add +5.0% 7,462 $4.4M
Mgo One Seven LLC 0.19% Reduce -23.3% 7,445 $4.4M
Legacy Capital Wealth Partners, LLC 0.87% Add +88.0% 7,422 $4.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.23% Reduce -73.6% 7,412 $4.3M
Symmetry Investments LP 0.92% Reduce -35.6% 7,408 $4.3M
Viawealth, LLC 2.51% Reduce -8.1% 7,378 $4.3M
Portfolio Design Labs, LLC 1.20% Reduce -17.4% 7,372 $4.3M
Bfsg, LLC 0.50% Reduce -2.6% 7,316 $4.3M
BDF-Gestion 0.46% No change 28,048 $4.3M
Orleans Capital Management Corp. 2.43% Reduce -1.2% 7,309 $4.3M
Concord Asset Management, LLC 0.96% Add +11.4% 7,302 $4.3M
Sound View Wealth Advisors Group, LLC 0.35% Add +15.5% 7,298 $4.3M
Channel Wealth LLC 1.40% Reduce -15.5% 7,286 $4.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.64% Reduce -1.3% 7,280 $4.3M
Wellington Shields Capital Management, LLC 0.74% Add +0.1% 7,238 $4.2M
MPS Loria Financial Planners, LLC 1.25% Add +0.4% 7,194 $4.2M
Delta Capital Management LLC 2.46% No change 7,190 $4.2M
Bell Bank 0.50% Reduce -0.2% 7,182 $4.2M
Valley Brook Capital Group, Inc. 3.00% Reduce -1.9% 7,149 $4.2M
Group One Trading LLC 0.17% Reduce -95.8% 7,146 $4.2M
JB Capital LLC 0.24% Add +2.6% 7,143 $4.2M
Pinnacle West Asset Management, Inc. 2.99% Add +0.8% 7,130 $4.2M
Grove Bank & Trust 0.62% Add +2.8% 7,129 $4.2M
Condor Capital Management 0.37% Add +0.7% 7,121 $4.2M
Bensler, LLC 0.52% Reduce -0.9% 7,078 $4.1M
Bey-Douglas LLC 3.63% Reduce -0.6% 7,070 $4.1M
Concord Wealth Partners 0.69% Add +7.2% 7,060 $4.1M
Birch Capital Management, LLC 2.02% Reduce -0.1% 7,057 $4.1M
WMS Partners, LLC 0.23% Add +314.7% 7,038 $4.1M
Piscataqua Savings Bank 3.49% Reduce -1.5% 7,030 $4.1M
Elgethun Capital Management 0.96% Reduce -3.3% 7,020 $4.1M
Alerus Financial NA 0.30% Reduce -3.4% 7,011 $4.1M
Occidental Asset Management, LLC 0.66% Add +4.9% 6,997 $4.1M
San Luis Wealth Advisors LLC 0.84% Reduce -10.7% 6,991 $4.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.81% Reduce -93.0% 6,981 $4.1M
Accent Capital Management, LLC 2.34% Reduce -6.4% 6,966 $4.1M
Clough Capital Partners L P 0.42% Reduce -74.0% 6,965 $4.1M
Founders Financial Securities LLC 0.38% Reduce -4.8% 6,959 $4.1M
Valmark Advisers, Inc. 0.06% Reduce -0.4% 6,939 $4.1M
Banco de Sabadell, S.A 3.03% Reduce -3.2% 6,914 $4.0M
BOK Financial Private Wealth, Inc. 0.29% Reduce -5.0% 6,899 $4.0M
Focus Partners Advisor Solutions, LLC 0.08% Add +6.5% 6,894 $4.0M
Flagship Harbor Advisors, LLC 0.22% Add +0.6% 6,872 $4.0M
RiverPark Advisors, LLC 3.28% Add +3.0% 6,871 $4.0M
Daymark Wealth Partners, LLC 0.17% Reduce -0.0% 116,667 $4.0M
Shufro Rose & Co. LLC 0.33% No change 7,855 $4.0M
Seven Eight Capital, LP 0.36% Add +95.8% 6,829 $4.0M
Bollard Group LLC 0.11% Add +0.2% 6,828 $4.0M
Compound Planning, Inc. 0.25% Reduce -3.3% 6,815 $4.0M
Templeton & Phillips Capital Management, LLC 3.09% Reduce -0.3% 6,807 $4.0M
E Fund Management Co., Ltd. 0.20% Add +6.4% 6,791 $4.0M
Avestar Capital, LLC 0.43% Reduce -1.9% 6,786 $4.0M
Parisi Gray Wealth Management 1.31% Add +0.9% 6,785 $4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +21.3% 6,783 $4.0M
Forum Financial Management, LP 0.07% Reduce -0.3% 6,771 $4.0M
Sugarloaf Wealth Management, LLC 0.67% Add +1.4% 6,764 $4.0M
Nilsine Partners, LLC 0.51% Add +0.1% 6,762 $4.0M
ClariVest Asset Management LLC 0.40% No change 7,755 $3.9M
Paragon Advisors, LLC 1.28% Reduce -1.1% 6,728 $3.9M
Beacon Bank & Trust 0.92% Add +6.3% 6,726 $3.9M
Harrell Investment Partners, LLC 1.11% Reduce -3.3% 6,706 $3.9M
Kovack Advisors, Inc. 0.41% Reduce -1.1% 6,695 $3.9M
Greenline Partners, LLC 0.56% Reduce -10.8% 6,687 $3.9M
Costello Asset Management, INC 2.61% Add +0.6% 6,685 $3.9M
Pathway Financial Advisers, LLC 1.77% Reduce -0.6% 6,675 $3.9M
Naviter Wealth, LLC 0.54% Reduce -9.5% 6,669 $3.9M
StoneX Group Inc. 0.28% Reduce -1.6% 6,664 $3.9M
TrueMark Investments, LLC 1.25% Add +10.1% 6,658 $3.9M
Vise Technologies, Inc. 0.49% Add +55.5% 6,648 $3.9M
Martin Capital Partners, LLC 1.92% Reduce -25.7% 6,639 $3.9M
Penserra Capital Management LLC 0.08% Reduce -98.2% 6,629 $3.9M
Glen Eagle Advisors, LLC 0.65% Reduce -10.8% 6,623 $3.9M
Symphony Financial, Ltd. Co. 0.64% Add +12.5% 6,640 $3.9M
Brady Family Wealth, LLC 1.16% Add +3.4% 6,616 $3.9M
Harbour Investments, Inc. 0.12% Add +4.2% 6,599 $3.9M
Clarius Group, LLC 0.27% Reduce -2.0% 6,612 $3.8M
Dover Advisors, LLC 2.18% Reduce -1.8% 6,578 $3.8M
Capital Asset Advisory Services LLC 0.19% Reduce -1.1% 6,583 $3.8M
Smithfield Trust Co 0.19% Add +1.7% 6,500 $3.8M
KP Management LLC 1.34% No change 6,500 $3.8M
Nicolet Advisory Services, LLC 0.36% Add +14.1% 6,405 $3.8M
Signet Investment Advisory Group, Inc. 1.90% Add +2.3% 6,487 $3.8M
PACK Private Wealth, LLC 2.15% Reduce -13.4% 6,482 $3.8M
Royal Capital Wealth Management, LLC 2.68% Reduce -2.3% 6,476 $3.8M
First Horizon Advisors, Inc. 0.10% Add +5.2% 6,458 $3.8M
Westover Capital Advisors, LLC 0.73% Reduce -2.3% 6,454 $3.8M
Modern Wealth Management, LLC 0.23% Add +6.3% 6,451 $3.8M
McCarter Private Wealth Services LLC 2.38% — 6,436 $3.8M
L & S Advisors Inc 0.44% Add +5.5% 6,425 $3.8M
Wexford Capital LP 0.90% Reduce -26.1% 6,413 $3.7M
Simplicity Wealth,LLC 0.35% Reduce -85.3% 6,413 $3.7M
Joseph Group Capital Management 1.43% Reduce -1.3% 6,410 $3.7M
Insight Wealth Strategies, LLC 0.49% Add +0.8% 6,392 $3.7M
DF Dent & Co. Inc. 0.05% No change 6,372 $3.7M
M&R Capital Management Inc. 0.82% Reduce -0.1% 6,364 $3.7M
Strategic Wealth Partners, Ltd. 0.36% Reduce -5.2% 6,342 $3.7M
Guardian Wealth Advisors, LLC / NC 0.40% Add +1.6% 6,337 $3.7M
Investment Research & Advisory Group, Inc. 1.56% Add +1.7% 6,324 $3.7M
Pensionfund Sabic 1.15% Reduce -19.2% 6,300 $3.7M
Financial Advisory Partners, LLC 1.22% Reduce -2.2% 6,273 $3.7M
Somerset Trust Co 1.37% Reduce -0.6% 6,263 $3.7M
Rothschild Investment LLC 0.24% Add +5.2% 6,253 $3.7M
Stevens Capital Management LP 0.52% New 6,226 $3.6M
Brooklyn Investment Group 1.20% Add +12.5% 6,212 $3.6M
Cinctive Capital Management LP 0.21% New 6,189 $3.6M
Rice Partnership, LLC 0.73% Add +14.8% 6,185 $3.6M
Barings LLC 0.09% Add +2.6% 6,160 $3.6M
Brown Miller Wealth Management, LLC 1.39% Add +1.1% 6,136 $3.6M
PGGM Investments 0.05% New 6,126 $3.6M
Foster & Motley Inc. 0.23% Reduce -4.5% 6,089 $3.6M
LMR Partners LLP 0.10% New 6,087 $3.6M
Strategic Advisors LLC 0.66% Reduce -2.6% 6,079 $3.6M
Confluence Wealth Services, Inc. 0.26% Add +22.8% 6,079 $3.6M
Sepio Capital, LP 0.28% Add +4.2% 6,068 $3.5M
Pinnacle Wealth Planning Services, Inc. 0.48% Reduce -0.1% 6,067 $3.5M
Brasada Capital Management, LP 0.62% Add +5.1% 5,970 $3.5M
Smartleaf Asset Management LLC 0.43% Add +57.0% 6,068 $3.5M
Cassaday & Co Wealth Management LLC 0.10% Reduce -1.1% 6,027 $3.5M
Fagan Associates, Inc. 0.59% Add +0.3% 5,992 $3.5M
Fortis Group Advisors, LLC 0.65% Reduce -1.4% 5,985 $3.5M
Alliance Wealth Advisors, LLC 0.92% Add +1.5% 5,980 $3.5M
Y-Intercept (Hong Kong) Ltd 0.21% Reduce -71.5% 5,969 $3.5M
Affiance Financial, LLC 0.85% Reduce -0.1% 5,962 $3.5M
Spectrum Asset Management, Inc. (NB/CA) 1.47% Add +414.4% 5,952 $3.5M
Gryphon Financial Partners LLC 0.48% Add +1.6% 5,948 $3.5M
Greenfield Savings Bank 1.65% Reduce -3.7% 5,947 $3.5M
Gifford Fong Associates 0.87% No change 5,918 $3.5M
Shepherd Financial Partners LLC 0.41% Add +1.7% 5,876 $3.4M
Renasant Bank 2.26% Reduce -3.5% 5,875 $3.4M
Parkside Financial Bank & Trust 0.48% Add +5.8% 5,864 $3.4M
Northside Capital Management, LLC 0.54% No change 5,863 $3.4M
Rossmore Private Capital 0.42% Reduce -0.3% 5,860 $3.4M
Regent Peak Wealth Advisors LLC 0.79% Reduce -9.3% 5,852 $3.4M
Anderson Hoagland & Co. 0.35% Reduce -2.5% 5,777 $3.4M
Vest Financial, LLC 0.07% Add +168.8% 5,839 $3.4M
Joel Isaacson & Co., LLC 0.16% Reduce -2.7% 5,806 $3.4M
Globeflex Capital L P 0.32% No change 5,795 $3.4M
Cunning Capital Partners, LP 1.77% No change 5,780 $3.4M
Whitener Capital Management, Inc. 0.95% Add +6.7% 5,754 $3.4M
Perbak Capital Partners LLP 2.36% Add +25.8% 5,748 $3.4M
Elmwood Wealth Management, Inc. 1.38% Reduce -1.5% 5,723 $3.3M
Wealth Architects, LLC 0.38% Add +0.1% 5,694 $3.3M
Sentinel Trust Co. Lba 0.38% No change 5,690 $3.3M
Premier Path Wealth Partners, LLC 0.52% Add +6.0% 5,679 $3.3M
Patten Group, Inc. 0.74% Add +2.5% 5,679 $3.3M
Keel Point, LLC 0.28% Add +25.8% 5,667 $3.3M
Cetera Trust Company, N.A 2.03% Reduce -2.9% 5,665 $3.3M
Trust Co. of Toledo NA 0.45% Reduce -0.4% 5,654 $3.3M
Snider Financial Group 1.21% Add +0.2% 5,642 $3.3M
AIMZ Investment Advisors, LLC 1.12% Reduce -0.3% 5,631 $3.3M
Rehmann Capital Advisory Group 0.21% Reduce -1.8% 5,619 $3.3M
Davidson Capital Management Inc. 0.94% Reduce -10.4% 5,587 $3.3M
Axecap Investments, LLC 2.46% — 5,554 $3.2M
GTS Securities LLC 0.07% Reduce -79.0% 5,551 $3.2M
Strategic Financial Services, Inc. 0.19% Reduce -1.4% 5,533 $3.2M
PGIM Custom Harvest LLC 0.07% Add +1.0% 5,531 $3.2M
Vestmark Advisory Solutions, Inc. 0.12% Add +13.4% 5,520 $3.2M
Van Cleef Asset Management,Inc 0.36% Add +12.0% 5,508 $3.2M
Legacy Financial Advisors, Inc. 0.54% Add +3.6% 5,499 $3.2M
Kathmere Capital Management, LLC 0.30% Add +15.2% 5,494 $3.2M
Platte River Wealth Advisors, LLC 0.86% No change 5,476 $3.2M
BKM Wealth Management, LLC 1.30% Add +10.3% 5,473 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.48% Add +4.7% 5,472 $3.2M
Stablepoint Partners, LLC 0.58% Add +1.0% 5,455 $3.2M
Stonebrook Private Inc. 0.84% Add +111.8% 5,453 $3.2M
Inscription Capital, LLC 0.47% Reduce -5.1% 5,441 $3.2M
Columbia Bank 1.16% Add +0.5% 5,441 $3.2M
Wealth Alliance, LLC 0.38% Reduce -2.2% 5,426 $3.2M
Sheets Smith Wealth Management 0.39% Add +9.2% 5,394 $3.2M
Centaurus Financial, Inc. 0.20% Reduce -15.0% 5,391 $3.2M
Counterweight Ventures, LLC 2.23% Add +12.0% 5,386 $3.1M
RB Capital Management, LLC 0.78% Add +0.4% 5,381 $3.1M
Berry Wealth Group, LP 2.25% Add +314.6% 5,365 $3.1M
Affinity Investment Advisors, LLC 2.15% Add +4.6% 5,364 $3.1M
Manchester Capital Management LLC 0.37% Add +2.2% 5,361 $3.1M
Wealthcare Advisory Partners LLC 0.09% Reduce -8.4% 5,356 $3.1M
Hartford Funds Management Co LLC 0.29% Reduce -2.1% 5,350 $3.1M
V-Square Quantitative Management LLC 0.46% Add +31.0% 5,346 $3.1M
Mission Creek Capital Partners, Inc. 0.72% Reduce -1.9% 5,326 $3.1M
Formidable Asset Management, LLC 0.50% Reduce -1.9% 5,317 $3.1M
Country Club Bank 0.21% Add +5.1% 5,305 $3.1M
ROI Financial Advisors, LLC 2.12% Add +1.3% 5,247 $3.1M
Gladius Capital Management LP 1.84% Reduce -6.3% 5,234 $3.1M
KKM Financial LLC 1.51% Add +5.2% 5,233 $3.1M
Journey Strategic Wealth LLC 0.11% Add +27.9% 5,228 $3.1M
Richwood Investment Advisors, LLC 2.53% Reduce -0.3% 5,227 $3.1M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -0.2% 5,224 $3.1M
Sage Mountain Advisors LLC 0.26% Add +10.7% 5,223 $3.1M
Harmony Asset Management LLC 1.12% Reduce -15.7% 5,206 $3.0M
Red Cedar Investment Management, LLC 0.39% No change 5,195 $3.0M
Boston Family Office LLC 0.21% Add +3.5% 5,191 $3.0M
Waypoint Capital Advisors, LLC 0.65% Add +1.5% 5,181 $3.0M
Chemung Canal Trust Co. 0.61% Add +0.4% 5,180 $3.0M
Summit Global Investments 0.19% Reduce -69.8% 5,175 $3.0M
Proquility Private Wealth Partners, LLC 0.97% Reduce -28.4% 5,173 $3.0M
Sentry Investment Management LLC 1.27% Add +9.6% 5,167 $3.0M
Relyea Zuckerberg Hanson LLC 0.46% Reduce -5.4% 5,138 $3.0M
Simon Quick Advisors, LLC 0.19% Add +38.0% 5,134 $3.0M
Marion Wealth Management 0.80% Add +3.3% 5,132 $3.0M
Mather Group, Llc. 0.04% Reduce -5.2% 5,121 $3.0M
Blue Square Asset Management, LLC 1.61% Add +4.1% 5,118 $3.0M
Circle Wealth Management, LLC 0.07% Reduce -2.8% 5,105 $3.0M
Conscious Wealth Investments, LLC 2.05% Add +0.3% 5,275 $3.0M
Wrapmanager Inc. 0.77% Reduce -9.0% 5,065 $3.0M
Ami Investment Management Inc. 1.00% Add +2.0% 5,061 $3.0M
Harfst & Associates, Inc. 0.66% Reduce -1.5% 5,044 $2.9M
Welch & Forbes LLC 0.04% Add +4.5% 5,038 $2.9M
Second Line Capital, LLC 0.80% Add +5.0% 5,037 $2.9M
L.M. Kohn & Company 0.75% Add +1.6% 5,037 $2.9M
Central Pacific Bank - Trust Division 0.39% Reduce -30.2% 5,024 $2.9M
Apexium Financial, LP 0.19% Reduce -0.3% 5,021 $2.9M
Magnus Financial Group LLC 0.30% Add +3.7% 5,013 $2.9M
Arete Wealth Advisors, LLC 0.25% Add +1.6% 5,001 $2.9M
Cottage Street Advisors LLC 1.59% Reduce -0.6% 4,986 $2.9M
RBA Wealth Management, LLC 1.12% Reduce -58.3% 4,984 $2.9M
Tealwood Asset Management Inc. 1.28% New 4,968 $2.9M
Moser Wealth Advisors, LLC 1.50% Reduce -2.4% 4,940 $2.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.21% Add +15.2% 4,932 $2.9M
Ameliora Wealth Management Ltd. 1.20% Add +0.6% 4,919 $2.9M
Summit Place Financial Advisors, LLC 1.60% Add +11.3% 4,913 $2.9M
Eads & Heald Wealth Management 1.36% Reduce -6.2% 4,902 $2.9M
Schear Investment Advisers, LLC 1.77% Add +12.5% 4,896 $2.9M
Palumbo Wealth Management LLC 1.11% Add +2.2% 4,877 $2.9M
North Star Investment Management Corp. 0.20% Reduce -0.7% 4,853 $2.8M
Bigelow Investment Advisors, LLC 1.26% Reduce -2.4% 4,848 $2.8M
Osprey Private Wealth LLC 1.98% — 4,840 $2.8M
Cidel Asset Management Inc. 0.20% Add +1.4% 4,804 $2.8M
Parsons Capital Management Inc. 0.18% Add +1.7% 4,801 $2.8M
Great Diamond Partners, LLC 0.71% Reduce -16.5% 4,798 $2.8M
TrinityPoint Wealth, LLC 0.40% Reduce -1.4% 4,775 $2.8M
Manhattan West Asset Management, LLC 0.72% Add +2.0% 4,761 $2.8M
Dohj, LLC 0.65% Reduce -31.2% 4,692 $2.8M
Hilltop National Bank 0.84% Reduce -0.2% 4,745 $2.8M
Brown Financial Advisors 1.14% Reduce -16.7% 4,742 $2.8M
Sargent Investment Group, LLC 0.50% Add +22.4% 4,735 $2.8M
My Legacy Advisors, LLC 1.09% Reduce -12.5% 4,734 $2.8M
Personal Cfo Solutions, LLC 0.39% Add +0.5% 4,733 $2.8M
Interchange Capital Partners, LLC 0.98% Reduce -0.9% 4,723 $2.8M
Aigen Investment Management, LP 0.54% New 4,725 $2.8M
Bay Rivers Group 1.37% Reduce -27.4% 4,723 $2.8M
Orrstown Financial Services Inc. 0.82% Add +59.8% 4,721 $2.8M
BigSur Wealth Management LLC 0.76% No change 4,718 $2.8M
Wealth Alliance Advisory Group, LLC 0.58% Add +2.8% 4,700 $2.7M
CNB Bank 1.27% Reduce -9.6% 4,697 $2.7M
One Capital Management, LLC 0.09% Add +1.9% 4,697 $2.7M
Court Place Advisors, LLC 0.80% Reduce -1.5% 4,689 $2.7M
JNBA Financial Advisors 0.28% Add +0.4% 4,686 $2.7M
Cahill Financial Advisors Inc. 0.37% Add +6.1% 4,676 $2.7M
Sierra Capital LLC 0.33% Add +15.2% 4,663 $2.7M
Chesapeake Wealth Management 0.93% Reduce -2.9% 4,653 $2.7M
Harvey Investment Co. LLC 0.31% No change 4,651 $2.7M
WP Advisors, LLC 0.99% Reduce -5.2% 4,628 $2.7M
Everhart Financial Group, Inc. 0.60% Add +19.5% 4,628 $2.7M
Marcum Wealth, LLC 0.25% Reduce -5.3% 4,625 $2.7M
Fielder Capital Group LLC 0.89% Add +0.4% 4,615 $2.7M
Paralel Advisors LLC 0.12% No change 4,615 $2.7M
Alaethes Wealth, LLC 1.00% Reduce -3.4% 4,614 $2.7M
Means Investment Co., Inc. 0.30% Reduce -0.6% 4,600 $2.7M
Quadcap Wealth Management, LLC 0.42% Reduce -14.5% 4,589 $2.7M
Gsa Capital Partners LLP 0.20% Reduce -28.6% 4,582 $2.7M
Payden & Rygel 0.21% No change 4,580 $2.7M
Aft, Forsyth & Sober, LLC 0.88% No change 4,575 $2.7M
Radnor Capital Management, LLC 0.40% Add +4.5% 4,574 $2.7M
Boomfish Wealth Group, LLC 1.64% Reduce -4.5% 4,567 $2.7M
Capital Management Associates, Inc 1.09% Add +11.0% 4,552 $2.7M
Greater Midwest Financial Group, LLC 1.56% Add +0.8% 4,546 $2.7M
Hartford Financial Management Inc. 0.54% Reduce -12.4% 4,537 $2.7M
Opal Wealth Advisors, LLC 0.83% Add +18.6% 4,535 $2.7M
Finivi Inc. 2.14% Reduce -7.0% 4,526 $2.6M
Applied Capital LLC 2.06% Reduce -2.2% 4,514 $2.6M
SilverOak Wealth Management LLC 0.59% Reduce -0.3% 4,513 $2.6M
LM Advisors LLC 0.54% Reduce -8.5% 4,488 $2.6M
RFG Advisory, LLC 0.08% Reduce -8.2% 4,485 $2.6M
Aspiriant, LLC 0.10% Add +4.0% 4,482 $2.6M
Next Century Growth Investors LLC 0.21% Reduce -7.3% 4,479 $2.6M
Catalyst Financial Partners LLC 0.51% Add +3.2% 4,464 $2.6M
Canandaigua National Bank & Trust Co. 0.25% Reduce -4.2% 4,459 $2.6M
Oakworth Capital, Inc. 0.18% Add +11.8% 4,458 $2.6M
Trueblood Wealth Management, LLC 1.31% Reduce -0.9% 4,455 $2.6M
Canopy Partners, LLC 1.12% Add +1.9% 4,450 $2.6M
MeadowBrook Investment Advisors LLC 2.38% Reduce -9.5% 4,440 $2.6M
Okabena Investment Services Inc. 0.73% Reduce -22.4% 4,440 $2.6M
PDS Planning, Inc 0.23% Reduce -8.0% 4,435 $2.6M
Park Place Capital Corp 0.74% Add +4.2% 4,428 $2.6M
Consilium Wealth Advisory, LLC 1.41% Add +11.7% 4,426 $2.6M
Wealth Effects LLC 0.91% Reduce -0.0% 4,426 $2.6M
Freedom Investment Management, Inc. 0.21% Reduce -13.5% 4,416 $2.6M
Oak Asset Management, LLC 0.91% Reduce -4.3% 4,414 $2.6M
Trust Point Inc. 0.19% Add +4.6% 4,409 $2.6M
Prosperitas Financial LLC 1.39% Add +8.4% 4,403 $2.6M
Aries Wealth Management 0.71% Add +11.4% 4,401 $2.6M
CFM Wealth Partners LLC 0.45% Add +29.3% 4,396 $2.6M
Cape Ann Savings Bank 1.49% Reduce -2.8% 4,395 $2.6M
Gilliland Jeter Wealth Management LLC 0.83% Reduce -0.4% 4,395 $2.6M
Monte Financial Group, LLC 1.06% Reduce -9.9% 4,387 $2.6M
Sterling Investment Management, LLC 1.94% Reduce -5.9% 4,381 $2.6M
Voya Financial Advisors, Inc. 0.28% Reduce -5.8% 4,399 $2.6M
First National Advisers, LLC 0.41% Reduce -6.9% 4,377 $2.6M
First Business Financial Services, Inc. 0.26% Add +3.0% 4,370 $2.6M
Tyche Wealth Partners LLC 0.58% Add +2.1% 4,365 $2.6M
LaFleur & Godfrey LLC 0.35% Reduce -1.3% 4,357 $2.5M
Moss Adams Wealth Advisors LLC 0.28% Add +10.0% 4,320 $2.5M
Northcape Wealth Management, LLC 0.82% Add +0.7% 4,308 $2.5M
Accretive Wealth Partners, LLC 1.05% Reduce -4.5% 4,307 $2.5M
Legato Capital Management LLC 0.31% No change 4,293 $2.5M
Phoenix Wealth Advisors 1.16% Add +777.5% 4,282 $2.5M
Advisory Alpha, LLC 0.09% Reduce -3.1% 4,280 $2.5M
Ted Buchan & Co 1.19% Add +24.6% 4,278 $2.5M
CIC Wealth, LLC 0.65% Reduce -3.0% 4,274 $2.5M
Cooper Financial Group 0.32% Add +56.4% 4,272 $2.5M
Mayflower Financial Advisors, LLC 0.38% Add +1.5% 4,272 $2.5M
Bank of Hawaii 0.10% Add +108.0% 4,263 $2.5M
Financial Advocates Investment Management 0.14% Reduce -2.9% 4,253 $2.5M
Fairfield Financial Advisors, LTD 0.85% Reduce -1.4% 4,251 $2.5M
Romano Brothers and Company 0.31% Add +1.4% 4,236 $2.5M
Hardy Reed LLC 0.22% Add +0.2% 4,233 $2.5M
Palouse Capital Management, Inc. 1.56% Reduce -11.1% 4,227 $2.5M
Beaumont Financial Advisors, LLC 0.19% Reduce -3.3% 4,226 $2.5M
Left Brain Wealth Management, LLC 1.15% Add +1.0% 4,219 $2.5M
Empire Financial Management Company, LLC 0.76% Add +0.9% 4,216 $2.5M
Horizon Investment Services, LLC 1.05% Reduce -0.6% 4,210 $2.5M
Criterion Capital Advisors, LLC 1.55% No change 4,833 $2.5M
Boothbay Fund Management, LLC 0.08% Reduce -77.6% 4,204 $2.5M
Weaver Capital Management LLC 0.74% Reduce -5.5% 4,201 $2.5M
Nwam LLC 0.15% Add +46.7% 4,198 $2.5M
Secure Asset Management, LLC 0.41% Add +3.0% 4,197 $2.5M
Revolve Wealth Partners, LLC 0.37% Add +6.1% 4,195 $2.5M
IFG Advisory, LLC 0.16% Reduce -1.9% 4,192 $2.5M
Oak Associates Ltd. 0.16% No change 4,169 $2.4M
Courier Capital LLC 0.17% Add +233.2% 4,161 $2.4M
Financial Perspectives, Inc 0.84% Reduce -3.3% 4,159 $2.4M
Freedom Day Solutions, LLC 0.76% Reduce -0.8% 4,158 $2.4M
Aaron Wealth Advisors LLC 0.29% Add +18.9% 4,150 $2.4M
West Family Investments, Inc. 0.82% Reduce -67.5% 4,139 $2.4M
Triangle Securities Wealth Management 0.62% Reduce -1.2% 4,120 $2.4M
9258 Wealth Management, LLC 0.36% Reduce -1.6% 4,120 $2.4M
Quent Capital, LLC 0.24% Add +2.5% 4,110 $2.4M
Frisch Financial Group, Inc. 0.72% Reduce -2.7% 4,097 $2.4M
Prestige Wealth Management Group LLC 0.50% Reduce -0.3% 4,094 $2.4M
Oarsman Capital, Inc. 0.44% Add +4.4% 4,094 $2.4M
Napa Wealth Management 1.13% New 4,092 $2.4M
Platform Technology Partners 0.75% Reduce -0.2% 4,087 $2.4M
Mason & Associates Inc 0.60% Reduce -0.5% 4,084 $2.4M
Lawson Kroeker Investment Management Inc. 0.44% Reduce -0.8% 4,081 $2.4M
Vista Investment Management 0.90% Reduce -1.7% 4,070 $2.4M
Nvwm, LLC 0.60% Reduce -0.7% 4,065 $2.4M
FWL Investment Management, LLC 0.91% Add +1814.2% 4,058 $2.4M
Highview Capital Management LLC 0.96% Add +3.0% 4,055 $2.4M
Retirement Guys Formula LLC 1.10% Reduce -1.0% 4,055 $2.4M
Herold Advisors, Inc. 0.51% Reduce -2.7% 4,053 $2.4M
Ellenbecker Investment Group 0.45% Reduce -5.8% 4,053 $2.4M
Optas, LLC 0.54% Add +0.9% 4,031 $2.4M
Vista Finance, LLC 3.18% Reduce -4.1% 4,019 $2.3M
Murphy Pohlad Asset Management LLC 0.97% Reduce -34.4% 4,010 $2.3M
IMA Advisory Services, Inc. 0.51% Reduce -1.2% 4,004 $2.3M
Ally Financial Inc. 0.28% Reduce -81.8% 4,000 $2.3M
Catalina Capital Group, LLC 0.79% Add +17.6% 3,974 $2.3M
First Nebraska Trust Co 0.23% No change 3,962 $2.3M
Scharf Investments, LLC 0.06% Add +1.7% 3,954 $2.3M
Comprehensive Financial Consultants Institutional, Inc. 0.84% Reduce -1.3% 3,940 $2.3M
MGB Wealth Management, LLC 0.84% Reduce -0.0% 3,950 $2.3M
Stableford Capital II LLC 0.92% Reduce -7.7% 3,834 $2.3M
DT Investment Partners, LLC 0.19% Add +3.8% 3,918 $2.3M
Creegan & Nassoura Financial Group, LLC 1.44% Reduce -3.2% 3,905 $2.3M
SWS Partners 0.73% Reduce -7.9% 3,899 $2.3M
Wellington Wealth Strategies, LLC. 1.72% New 4,019 $2.3M
Crestwood Advisors Group, LLC 0.04% Add +27.3% 3,878 $2.3M
Geller Advisors LLC 0.16% Reduce -21.5% 3,869 $2.3M
MRA Advisory Group 1.23% Reduce -9.5% 3,858 $2.3M
Brophy Wealth Management, LLC 0.81% — 3,855 $2.3M
Menard Financial Group LLC 1.48% Add +0.2% 3,852 $2.3M
Trustmark Bank Trust Department 0.17% Add +89.5% 3,844 $2.2M
Concentric Capital Strategies, LP 0.14% Add +40.1% 3,843 $2.2M
Strategic Blueprint, LLC 0.14% Reduce -4.0% 3,842 $2.2M
Ables, Iannone, Moore & Associates, Inc. 1.44% Add +0.1% 3,811 $2.2M
Ahl Investment Management, Inc. 1.54% Reduce -4.4% 3,809 $2.2M
Key Financial Inc 0.49% Add +0.3% 3,808 $2.2M
Quotient Wealth Partners, LLC 0.07% Add +7.8% 3,808 $2.2M
Fiduciary Family Office, LLC 0.73% Add +26.3% 3,806 $2.2M
Capital Investment Advisory Services, LLC 0.21% Add +1.4% 3,793 $2.2M
Delta Financial Advisors LLC 0.80% Add +4.3% 3,783 $2.2M
Sierra Summit Advisors LLC 0.51% Add +14.2% 3,783 $2.2M
Linden Thomas Advisory Services, LLC 0.30% Add +15.7% 3,779 $2.2M
US Asset Management LLC 1.95% Reduce -0.8% 3,643 $2.2M
Stokes Family Office, LLC 0.24% Reduce -1.7% 3,771 $2.2M
Certified Advisory Corp 0.24% Reduce -3.4% 3,756 $2.2M
Maxwell Wealth Strategies Inc. 0.93% Add +26.2% 3,872 $2.2M
FSM Wealth Advisors, LLC 0.58% Add +9.5% 3,754 $2.2M
Jacobi Capital Management LLC 0.17% Add +5.3% 3,747 $2.2M
Money Concepts Capital Corp. 0.17% Add +6.7% 3,746 $2.2M
Goepper Burkhardt LLC 0.90% No change 3,742 $2.2M
Decatur Capital Management, Inc. 1.01% Reduce -47.2% 3,739 $2.2M
IAM Advisory, LLC 0.55% Add +1.2% 3,731 $2.2M
MWA Asset Management 1.44% Add +1.9% 3,716 $2.2M
BCGM Wealth Management, LLC 0.70% Add +2.8% 3,715 $2.2M
Willner & Heller, LLC 1.93% Add +0.3% 3,710 $2.2M
Sterling Investment Counsel, LLC 0.77% Add +7.4% 3,708 $2.2M
Fiduciary Group, LLC 0.22% Add +0.2% 3,701 $2.2M
ZWJ Investment Counsel Inc. 0.09% Add +0.0% 3,700 $2.2M
HMS Capital Management, LLC 1.06% Add +6.5% 3,691 $2.2M
Avantax Planning Partners, Inc. 0.08% Reduce -36.2% 3,685 $2.2M
Emprise Bank 1.24% Reduce -3.9% 3,680 $2.2M
Hartline Investment Corp./ 0.27% No change 3,680 $2.2M
MIdWestOne Financial Group, Inc. 0.30% Reduce -2.4% 3,676 $2.1M
Southern Capital Advisors, LLC 1.21% Add +770.1% 3,672 $2.1M
Continuum Advisory, LLC 0.27% Add +6.1% 3,618 $2.1M
Peterson Wealth Services 0.69% Add +309.1% 3,670 $2.1M
Net Worth Advisory Group 0.64% — 3,663 $2.1M
Leonteq Securities AG 0.25% Reduce -1.1% 3,654 $2.1M
Tilia Fiduciary Partners, Inc. 1.48% Add +5.6% 3,650 $2.1M
Smith Salley Wealth Management 0.14% Add +32.4% 3,643 $2.1M
Signature Wealth Management Group 0.85% Add +4.1% 3,627 $2.1M
IMS Capital Management 0.95% Add +0.7% 3,626 $2.1M
Townsend & Associates, Inc 0.22% No change 3,752 $2.1M
Bluespring Wealth Management, LLC 0.21% Reduce -55.5% 3,623 $2.1M
Rede Wealth, LLC 0.81% Reduce -3.1% 3,619 $2.1M
Accurate Wealth Management, LLC 0.42% Reduce -46.7% 3,776 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -65.5% 3,608 $2.1M
Ellevest, Inc. 0.12% Add +17.2% 3,603 $2.1M
Prairie Wealth Advisors, Inc. 1.04% Add +4.2% 3,595 $2.1M
Pettee Investors, Inc. 1.02% No change 3,587 $2.1M
Pure Financial Advisors, LLC 0.05% Reduce -20.1% 3,572 $2.1M
One Wealth Advisors, LLC 0.32% Reduce -0.5% 3,568 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.63% Reduce -2.7% 3,567 $2.1M
Shum Financial Group, Inc. 1.74% — 3,675 $2.1M
Ramirez Asset Management, Inc. 0.40% No change 3,559 $2.1M
JSF Financial, LLC 0.61% Add +61.6% 3,558 $2.1M
Paulson Wealth Management Inc. 0.56% Reduce -1.4% 3,551 $2.1M
DORCHESTER WEALTH MANAGEMENT Co 0.38% Reduce -37.6% 3,534 $2.1M
Advisor OS, LLC 0.21% Add +8.6% 3,524 $2.1M
Hudson Canyon Capital Management 1.33% No change 3,518 $2.1M
Central Valley Advisors, LLC 1.16% Add +1.4% 3,514 $2.1M
Prossimo Advisors, LLC 1.50% Add +1.9% 3,503 $2.0M
KPP Advisory Services LLC 0.49% Add +1.2% 3,502 $2.0M
Harbert Fund Advisors, LLC 1.65% Add +133.3% 3,500 $2.0M
Astoria Portfolio Advisors LLC. 0.70% Add +2.1% 3,422 $2.0M
JFS Wealth Advisors, LLC 0.14% Add +424.6% 3,499 $2.0M
LSV Asset Management 0.00% Reduce -89.4% 3,500 $2.0M
James J. Burns & Company, LLC 0.37% Add +0.4% 3,495 $2.0M
ORBA Wealth Advisors, L.L.C. 1.03% Add +1.1% 3,482 $2.0M
Cobblestone Capital Advisors LLC 0.11% Add +1.0% 3,476 $2.0M
Teza Capital Management LLC 0.22% Add +263.8% 3,474 $2.0M
Stratos Wealth Advisors, LLC 0.09% Reduce -1.0% 3,450 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1.0% 3,583 $2.0M
SeaBridge Investment Advisors LLC 0.49% New 3,435 $2.0M
Evernest Financial Advisors, LLC 0.54% Reduce -2.4% 3,431 $2.0M
Pinion Investment Advisors, LLC 0.84% Add +3.6% 3,428 $2.0M
Ascentis Independent Advisors 0.31% Add +11.6% 3,427 $2.0M
Unique Wealth, LLC 0.46% Add +6.0% 3,427 $2.0M
Oxford Wealth Group, LLC 1.63% Reduce -35.0% 3,419 $2.0M
Transatlantique Private Wealth LLC 0.76% Add +31.7% 3,417 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.27% Reduce -2.3% 3,416 $2.0M
Ninety One North America, Inc. 0.14% New 3,415 $2.0M
Matrix Trust Co 0.37% Add +1.7% 3,409 $2.0M
Northeast Financial Group, Inc. 0.77% Reduce -23.5% 3,403 $2.0M
Callan Family Office, LLC 0.33% Add +39.5% 3,398 $2.0M
Cullen Investment Group, LTD. 0.30% Add +1.8% 3,391 $2.0M
Zullo Investment Group, Inc. 0.82% Add +1.1% 3,388 $2.0M
RMR Wealth Builders 0.21% Reduce -4.1% 3,387 $2.0M
Capital Advisory Group Advisory Services, LLC 0.79% Add +53.2% 3,383 $2.0M
Commons Capital, LLC 2.18% Reduce -10.3% 3,383 $2.0M
Investment Advisory Services Inc. /TX 0.70% Add +6.5% 3,378 $2.0M
Prelude Capital Management, LLC 0.15% Reduce -35.4% 3,373 $2.0M
Hunter Associates Investment Management LLC 0.31% No change 3,372 $2.0M
Diversified, LLC 0.22% Reduce -0.9% 3,352 $2.0M
Diversified Enterprises, LLC 0.22% — 3,352 $2.0M
Benchmark Investment Advisors LLC 1.39% Add +2.0% 3,346 $2.0M
Defined Wealth Management, LLC 1.26% Reduce -0.0% 3,331 $1.9M
Alta Wealth Advisors LLC 0.89% Reduce -0.8% 3,331 $1.9M
Savvy Advisors, Inc. 0.39% Add +108.6% 3,312 $1.9M
Trust Investment Advisors 1.23% Reduce -0.6% 3,311 $1.9M
CSU Producer Resources, Inc. 6.14% No change 3,300 $1.9M
Two Sigma Investments, LP 0.00% Reduce -48.1% 3,300 $1.9M
Alpha DNA Investment Management LLC 1.06% Add +53.1% 3,300 $1.9M
Kirtland Hills Capital Management, LLC 1.06% Reduce -3.8% 3,297 $1.9M
Groesbeck Investment Management Corp. 2.83% Reduce -17.5% 3,296 $1.9M
Alera Investment Advisors, LLC 0.23% Add +11.5% 3,287 $1.9M
Northern Financial Advisors Inc 1.46% Add +3.6% 3,285 $1.9M
Buckley Wealth Management, LLC 0.59% Add +2.0% 3,276 $1.9M
Kelleher Financial Advisors 0.73% Reduce -0.5% 3,272 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.53% Add +6.5% 3,264 $1.9M
Faithward Advisors, LLC 0.33% Reduce -4.3% 3,256 $1.9M
GoalVest Advisory LLC 0.55% Add +4.0% 3,248 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +5.5% 3,245 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Reduce -14.1% 3,236 $1.9M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.69% Reduce -5.0% 3,228 $1.9M
OneAscent Financial Services LLC 1.36% Add +0.3% 3,228 $1.9M
Laraway Financial Advisors Inc 1.50% Add +0.0% 3,223 $1.9M
GAMCO Investors 0.02% Reduce -6.7% 3,219 $1.9M
Correct Capital Wealth Management 0.42% Add +54.3% 3,219 $1.9M
Cornerstone Advisory, LLC 0.25% Reduce -6.0% 3,207 $1.9M
Aviance Capital Partners, LLC 0.25% Reduce -1.5% 3,200 $1.9M
KLCM Advisors, Inc. 0.22% Reduce -8.4% 3,193 $1.9M
Ethos Financial Group, LLC 0.31% Add +28.2% 3,186 $1.9M
MRP Capital Investments, LLC 1.77% Reduce -4.0% 3,173 $1.9M
PICTET BANK & TRUST Ltd 1.88% Reduce -3.9% 3,170 $1.9M
Lee Financial Co 0.26% Add +15.6% 3,164 $1.8M
SeaCrest Wealth Management, LLC 0.20% Reduce -0.5% 3,152 $1.8M
Enclave Advisors LLC 0.31% — 3,148 $1.8M
Missouri Trust & Investment Co 0.64% Reduce -1.1% 3,141 $1.8M
Ellis Investment Partners, LLC 0.36% Add +0.8% 3,141 $1.8M
Strategic Investment Advisors / MI 0.20% Reduce -10.0% 3,140 $1.8M
Avidian Wealth Enterprises, LLC 0.08% Reduce -2.3% 3,122 $1.8M
Mechanics Financial Corp 0.80% Reduce -1.8% 3,121 $1.8M
Westbourne Investment Advisors, Inc. 0.64% Reduce -0.2% 3,120 $1.8M
Analyst IMS Investment Management Services Ltd. 0.07% Add +51.3% 3,120 $1.8M
Maia Wealth LLC 0.45% Add +12.1% 3,248 $1.8M
Samalin Investment Counsel, LLC 0.79% Reduce -1.8% 3,112 $1.8M
Y.D. More Investments Ltd 0.19% Add +108.9% 3,108 $1.8M
CRA Financial Services, LLC 0.33% Reduce -0.6% 3,107 $1.8M
Olde Wealth Management, LLC 0.65% Add +2.6% 3,100 $1.8M
Ar Asset Management Inc. 0.41% No change 3,090 $1.8M
Doliver Advisors, LP 0.50% Reduce -9.2% 3,088 $1.8M
Bowman & Co S.C. 0.95% Add +86.9% 3,075 $1.8M
Mendel Money Management 0.78% Reduce -3.5% 3,080 $1.8M
Hilltop Partners LLC 0.60% Reduce -0.6% 3,071 $1.8M
Mainstream Capital Management LLC 1.53% — 3,070 $1.8M
Westhampton Capital, LLC 0.91% Add +0.3% 3,069 $1.8M
BTG Pactual Asset Management US LLC 0.26% Add +0.9% 3,064 $1.8M
Summit X, LLC 0.44% Reduce -1.3% 3,516 $1.8M
Blueprint Investment Partners LLC 0.32% Add +377.1% 3,058 $1.8M
Gen-Wealth Partners Inc 0.78% Add +14.7% 3,175 $1.8M
Altman Advisors, Inc. 0.80% New 3,056 $1.8M
Yarbrough Capital, LLC 0.07% No change 3,043 $1.8M
Montecito Bank & Trust 0.30% Add +30.8% 3,041 $1.8M
Institute for Wealth Management, LLC. 0.22% Reduce -7.4% 3,041 $1.8M
Atlanta Consulting Group Advisors, LLC 0.44% Add +43.6% 3,025 $1.8M
Transamerica Financial Advisors, LLC 0.17% Reduce -65.0% 3,020 $1.8M
Childress Capital Advisors, LLC 0.48% Add +24.6% 3,019 $1.8M
Bank Hapoalim BM 0.28% Reduce -20.9% 3,018 $1.8M
Invera Wealth Advisors, LLC 1.75% Reduce -8.8% 2,914 $1.8M
Independent Investors Inc. 0.36% Reduce -6.2% 3,015 $1.8M
Algert Global LLC 0.05% New 3,015 $1.8M
Beacon Financial Group 0.19% Add +2.8% 3,014 $1.8M
Supplemental Annuity Collective Trust of NJ 0.52% No change 3,000 $1.8M
Nebula Research & Development LLC 0.21% Reduce -27.8% 2,993 $1.7M
Tolleson Wealth Management, Inc. 0.33% Reduce -0.8% 2,989 $1.7M
SGL Investment Advisors, Inc. 0.91% — 2,945 $1.7M
Ironwood Investment Counsel, LLC 0.29% Reduce -10.2% 2,984 $1.7M
Altfest L J & Co. Inc. 0.23% Reduce -30.1% 2,980 $1.7M
Apeiron RIA LLC 0.50% Add +7.1% 2,975 $1.7M
Brand Asset Management Group, Inc. 0.68% Reduce -5.3% 2,970 $1.7M
Legacy Bridge, LLC 0.93% Add +0.2% 2,968 $1.7M
Chicago Partners Investment Group LLC 0.06% Add +3.2% 3,072 $1.7M
Prudent Man Advisors, LLC 0.58% Add +28.6% 2,963 $1.7M
Kings Path Partners LLC 0.73% No change 2,962 $1.7M
LVW Advisors, LLC 0.22% Add +20.2% 2,960 $1.7M
XML Financial, LLC 0.16% Reduce -1.0% 2,951 $1.7M
SkyOak Wealth, LLC 0.38% Reduce -17.6% 2,951 $1.7M
Centurion Wealth Management LLC 0.55% — 2,939 $1.7M
E&G Advisors, LLC 0.47% No change 2,933 $1.7M
Drive Wealth Management, LLC 0.45% Reduce -28.2% 2,933 $1.7M
Leisure Capital Management 0.73% Add +4.3% 2,932 $1.7M
West Michigan Advisors, LLC 0.52% Add +23.7% 2,931 $1.7M
Semmax Financial Advisors Inc. 0.47% Reduce -9.3% 2,787 $1.7M
Tiemann Investment Advisors, LLC 0.74% Reduce -2.0% 2,924 $1.7M
Kingfisher Capital LLC 0.39% Add +1.3% 2,923 $1.7M
Vectors Research Management, LLC 0.52% Reduce -1.0% 2,907 $1.7M
Patton Albertson Miller Group, LLC 0.23% Reduce -0.3% 2,906 $1.7M
Meridian Financial Partners LLC 0.86% Add +1.9% 2,902 $1.7M
Caption Management, LLC 0.18% New 2,900 $1.7M
Wealth Management Partners, LLC 0.79% Reduce -1.9% 2,899 $1.7M
Burford Brothers, Inc. 0.88% Add +6.0% 2,895 $1.7M
EverSource Wealth Advisors, LLC 0.11% Add +10.1% 2,887 $1.7M
Amica Retiree Medical Trust 1.40% — 2,885 $1.7M
Absolute Capital Management, LLC 1.00% Add +0.3% 2,871 $1.7M
Fullcircle Wealth LLC 0.75% Reduce -3.9% 2,969 $1.7M
Trail Ridge Investment Advisors, LLC 0.79% Reduce -2.3% 2,939 $1.7M
OV Management LLC 1.10% Reduce -0.3% 2,837 $1.7M
Keudell/Morrison Wealth Management 0.45% Reduce -1.2% 2,823 $1.7M
Global Assets Advisory, LLC 0.90% New 2,829 $1.7M
MBM Wealth Consultants, LLC 0.52% Add +4.7% 2,812 $1.6M
Cambridge Advisors Inc. 0.36% No change 2,807 $1.6M
Baldwin Investment Management, LLC 0.21% Add +2.7% 2,800 $1.6M
Perennial Investment Advisors, LLC 0.21% Add +1.6% 2,792 $1.6M
Cadence Bank 0.11% Add +1.7% 2,794 $1.6M
Syntegra Private Wealth Group, LLC 0.19% Add +1.6% 2,793 $1.6M
Sunbelt Securities, Inc. 0.16% Add +0.9% 2,790 $1.6M
AXS Investments LLC 0.43% Add +1.7% 2,775 $1.6M
Cromwell Holdings LLC 1.04% No change 2,765 $1.6M
Westside Investment Management, Inc. 0.34% Reduce -0.3% 2,759 $1.6M
Kensington Investment Counsel, LLC 0.67% No change 2,755 $1.6M
Sunpointe, LLC 1.32% Reduce -0.4% 2,751 $1.6M
Fiduciary Alliance LLC 0.21% Add +91.7% 2,743 $1.6M
Ibex Wealth Advisors 0.44% Add +5247.1% 21,923 $1.6M
Wolverine Trading, LLC 0.04% Reduce -66.5% 2,745 $1.6M
Islay Capital Management, LLC 1.08% No change 2,728 $1.6M
Investment Partners, LTD. 0.66% Add +0.2% 2,728 $1.6M
Midland Wealth Advisors, LLC 0.09% Reduce -2.2% 2,725 $1.6M
Arthur M. Cohen & Associates, LLC 0.29% Add +4.6% 2,730 $1.6M
Sand Hill Global Advisors, LLC 0.07% Add +12.8% 2,719 $1.6M
McDonald Partners LLC 0.40% Reduce -43.0% 2,717 $1.6M
Riverpark Capital Management LLC 2.89% Reduce -8.0% 2,716 $1.6M
Bank of Stockton 0.48% Reduce -2.8% 2,714 $1.6M
Meadow Creek Wealth Advisors LLC 1.26% Add +15.2% 2,714 $1.6M
Angeles Wealth Management, LLC 0.14% Add +4.0% 2,711 $1.6M
Sivia Capital Partners, LLC 0.93% Add +5.6% 2,705 $1.6M
Intrua Financial, LLC 0.26% Reduce -20.9% 2,705 $1.6M
Cim Investment Management Inc. 0.47% Reduce -3.7% 2,703 $1.6M
Codex Capital Asset Management L.L.C. 0.70% No change 2,700 $1.6M
ERn Financial, LLC 0.24% Reduce -2.2% 2,700 $1.6M
Sendero Wealth Management, LLC 0.25% Add +1.4% 2,692 $1.6M
Three Seasons Wealth, LLC 0.83% Add +1.6% 2,688 $1.6M
Cable Hill Partners, LLC 0.15% Add +22.2% 2,687 $1.6M
Nabity-Jensen Investment Management Inc 1.20% Add +4.8% 2,686 $1.6M
Wilson & Boucher Capital Management, LLC 1.08% No change 2,679 $1.6M
Colonial River Investments, LLC 0.78% Add +20.6% 2,677 $1.6M
Caldwell Investment Management Ltd. 1.10% No change 2,690 $1.6M
Everett Harris & Co. 0.02% Reduce -1.2% 2,672 $1.6M
Heartland Bank & Trust Co 0.84% Add +4.0% 2,670 $1.6M
Mattern Wealth Management LLC 0.34% Reduce -61.1% 2,664 $1.6M
First County Bank 0.77% Add +8.7% 2,660 $1.6M
Calton & Associates, Inc. 0.59% New 2,652 $1.6M
Heritage Family Offices, LLP 0.80% Reduce -1.6% 2,650 $1.5M
St. Johns Investment Management Company, LLC 0.73% Reduce -13.5% 2,646 $1.5M
Garrison Point Advisors, LLC 0.96% Reduce -0.2% 2,641 $1.5M
Florida Financial Advisors, LLC 0.79% Reduce -20.6% 2,992 $1.5M
Gibbs Wealth Management 0.50% Add +19.6% 2,634 $1.5M
WR Wealth Planners, LLC 0.43% Add +1.4% 2,632 $1.5M
White Lighthouse Investment Management Inc. 0.28% No change 2,630 $1.5M
SteelPeak Wealth, LLC 0.07% Reduce -56.1% 2,623 $1.5M
Evergreen Wealth Management, LLC 0.92% Add +28.4% 2,609 $1.5M
Atlas Capital Advisors Inc. 0.23% No change 2,608 $1.5M
Allred Capital Management, LLC 0.60% Add +4.0% 2,608 $1.5M
Avalon Trust Co 0.11% Reduce -17.7% 2,603 $1.5M
TLWM 0.31% Reduce -3.2% 2,603 $1.5M
Alta Advisers Ltd 0.69% No change 2,600 $1.5M
Castle Rock Wealth Management, LLC 0.36% Reduce -12.2% 2,574 $1.5M
Phillips Wealth Planners LLC 1.45% Add +4.7% 2,650 $1.5M
Resonant Capital Advisors, LLC 0.11% Add +16.2% 2,587 $1.5M
Trust Co of the South 0.32% Add +22.7% 2,586 $1.5M
Ifrah Financial Services, Inc. 0.41% Reduce -2.6% 2,585 $1.5M
West Coast Financial LLC 0.17% Reduce -88.7% 2,581 $1.5M
Moseley Investment Management Inc. 0.60% Add +5.6% 2,581 $1.5M
Essex Bank 0.38% Reduce -0.3% 2,578 $1.5M
Gitterman Wealth Management, LLC 0.63% No change 2,577 $1.5M
Enterprise Financial Services Corp 0.88% Reduce -3.1% 2,576 $1.5M
Duncan Williams Asset Management, LLC 0.83% Add +25.8% 2,574 $1.5M
CFO4Life Group, LLC 0.27% Add +3.2% 2,571 $1.5M
Bowen Hanes & Co. Inc. 0.04% No change 2,561 $1.5M
Calydon Capital 0.24% Add +90.0% 2,917 $1.5M
MCF Advisors LLC 0.10% Reduce -0.9% 2,558 $1.5M
Adirondack Trust Co. 0.58% Reduce -0.7% 2,557 $1.5M
First Financial Bank - Trust Division 0.14% Add +0.6% 2,555 $1.5M
Fairscale Capital, LLC 1.30% Reduce -2.3% 2,544 $1.5M
Abacus Planning Group, Inc. 0.27% Add +24.4% 2,535 $1.5M
Ashton Thomas Securities, LLC 0.29% Add +128.4% 2,524 $1.5M
Archer Investment Corp 0.40% Reduce -0.1% 2,518 $1.5M
CFS Investment Advisory Services, LLC 0.12% Add +12.1% 2,517 $1.5M
Edge Capital Group, LLC 0.07% Reduce -18.2% 2,515 $1.5M
Summit Financial Wealth Advisors, LLC 0.28% Add +0.1% 2,514 $1.5M
Evermay Wealth Management LLC 0.24% Reduce -1.4% 2,512 $1.5M
Prentice Wealth Management LLC 0.43% Add +1.7% 2,506 $1.5M
Delta Investment Management, LLC 0.30% Reduce -34.0% 2,505 $1.5M
MJP Associates Inc. 0.28% Reduce -3.1% 2,503 $1.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.75% Reduce -3.9% 2,500 $1.5M
Nicolet Bankshares Inc. 0.29% Reduce -3.8% 2,490 $1.5M
California First Leasing Corp. 0.63% No change 2,489 $1.5M
Safeguard Investment Advisory Group, LLC 0.41% Reduce -9.6% 2,486 $1.5M
Leeward Financial Partners, LLC 0.55% Add +2.4% 2,486 $1.5M
Humankind Investments LLC 0.52% Reduce -4.5% 2,482 $1.5M
RKL Wealth Management LLC 0.13% Add +4.9% 2,466 $1.4M
Nicholas Hoffman & Company, LLC. 0.06% Add +0.6% 2,461 $1.4M
BSW Wealth Partners 0.22% Add +20.5% 2,457 $1.4M
Breakwater Capital Group 0.29% Add +2.0% 2,456 $1.4M
Proficio Capital Partners LLC 0.14% Reduce -25.8% 2,455 $1.4M
Private Wealth Partners, LLC 0.11% Add +14.0% 2,447 $1.4M
Regal Investment Advisors LLC 0.10% Reduce -17.9% 2,443 $1.4M
Debussy Capital Management LP 0.41% Add +6.6% 2,438 $1.4M
Gratus Wealth Advisors, LLC 0.23% Reduce -1.9% 2,439 $1.4M
CYBER HORNET ETFs LLC 1.44% Add +0.2% 2,425 $1.4M
Cornerstone Wealth Advisors, Inc. 0.39% No change 2,418 $1.4M
Austin Private Wealth, LLC 0.14% Add +96.2% 2,415 $1.4M
ICW Investment Advisors LLC 0.59% Add +4.3% 2,413 $1.4M
FinTrust Capital Advisors, LLC 0.24% Reduce -2.9% 2,411 $1.4M
Riverwater Partners LLC 0.70% Reduce -1.9% 2,380 $1.4M
United Community Bank 0.55% Reduce -9.8% 2,410 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -9.8% 2,407 $1.4M
Up Strategic Wealth Investment Advisors LLC 1.57% Add +7.5% 2,406 $1.4M
Wallace Advisory Group, LLC 1.03% Reduce -1.0% 2,761 $1.4M
First American Trust, FSB 0.14% Add +27.3% 2,405 $1.4M
Arbor Capital Management Inc. 1.32% Reduce -4.8% 2,393 $1.4M
SC&H Financial Advisors, Inc. 0.31% Add +0.0% 2,393 $1.4M
Catalyst Capital Advisors LLC 0.03% Add +8.4% 2,393 $1.4M
Heritage Wealth Management, Inc. 0.46% No change 2,388 $1.4M
Plante Moran Financial Advisors, LLC 0.12% Reduce -2.6% 2,379 $1.4M
Camden National Bank 0.20% Add +0.6% 2,368 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Add +11.2% 2,367 $1.4M
MBL Wealth, LLC 0.15% Add +0.3% 2,367 $1.4M
Clarus Group, Inc. 0.58% Reduce -3.2% 2,365 $1.4M
Arbor Trust Wealth Advisors, LLC 0.73% No change 2,713 $1.4M
Paladin Wealth, LLC 1.21% — 2,361 $1.4M
LVM Capital Management Ltd. 0.16% No change 2,699 $1.4M
Spirit of America Management Corp. 0.27% No change 2,350 $1.4M
Lokken Investment Group LLC 0.57% Reduce -0.8% 2,347 $1.4M
JT Stratford LLC 0.24% Reduce -9.4% 2,343 $1.4M
Sompo Asset Management Co., Ltd. 0.21% Add +2.2% 2,330 $1.4M
Wolf Group Capital Advisors 0.65% Add +382.8% 2,834 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Add +0.9% 2,327 $1.4M
Financial Security Advisor, Inc. 0.34% Add +22.9% 2,323 $1.4M
InTrack Investment Management Inc 0.96% Add +0.2% 2,323 $1.4M
CVA Family Office, LLC 0.22% Add +4.5% 2,322 $1.4M
DGS Capital Management, LLC 0.37% Add +0.4% 2,320 $1.4M
Tobam 0.25% Add +22.7% 2,320 $1.4M
GenTrust, LLC 0.07% Add +42.2% 2,318 $1.4M
Crawford Investment Counsel Inc. 0.02% Reduce -2.5% 2,317 $1.4M
Callan Capital, LLC 0.09% Reduce -23.2% 2,312 $1.4M
Uncommon Cents Investing LLC 0.38% No change 2,310 $1.4M
Silver Oak Securities, Incorporated 0.14% Add +24.0% 2,321 $1.4M
Axq Capital, LP 0.41% Add +78.5% 2,306 $1.3M
Cardiff Park Advisors, LLC 0.12% Reduce -2.1% 2,305 $1.3M
Semus Wealth Partners LLC 0.94% Add +4.5% 2,302 $1.3M
Saxon Interests, Inc. 0.61% Add +6.9% 2,301 $1.3M
Klingman & Associates, LLC 0.08% Add +148.5% 2,301 $1.3M
Monument Capital Management 0.37% Add +23.5% 2,301 $1.3M
Bluesphere Advisors LLC 0.66% Reduce -0.9% 2,296 $1.3M
CoreFirst Bank & Trust 0.77% Reduce -1.7% 2,293 $1.3M
Lwmg, LLC 0.25% Add +50.6% 2,287 $1.3M
Certuity, LLC 0.14% Reduce -4.5% 2,277 $1.3M
Cookson Peirce & Co. Inc. 0.06% Add +2.9% 2,275 $1.3M
Dark Forest Capital Management LP 0.17% Add +209.0% 2,268 $1.3M
Park National Corp. 0.05% Reduce -1.2% 2,267 $1.3M
HCR Wealth Advisors 0.17% Add +2.8% 2,265 $1.3M
Keystone Financial Group 0.17% Add +0.4% 2,262 $1.3M
JGP Global Gestao de Recursos Ltda. 2.59% Reduce -5.8% 2,262 $1.3M
Bremer Bank National Association 0.25% Reduce -9.5% 2,256 $1.3M
HTLF Bank 0.14% Reduce -3.6% 2,253 $1.3M
Weinberger Asset Management, Inc 0.56% Add +0.9% 2,236 $1.3M
Rogco, LP 0.51% Reduce -4.6% 2,227 $1.3M
Headlands Technologies LLC 0.15% New 2,222 $1.3M
Corundum Group, Inc. 0.59% Reduce -29.8% 2,206 $1.3M
Clayton Financial Group LLC 0.48% New 2,205 $1.3M
Covenant Partners, LLC 0.38% Add +1.2% 2,205 $1.3M
Unique Wealth Strategies, LLC 0.56% Add +10.8% 2,204 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.37% Reduce -15.1% 2,201 $1.3M
Cladis Investment Advisory, LLC 0.89% Reduce -12.2% 2,201 $1.3M
Richard W. Paul & Associates, LLC 0.46% Add +0.1% 2,200 $1.3M
Pinnacle Bancorp, Inc. 0.34% Add +7.7% 2,197 $1.3M
Peachtree Investment Partners, LLC 0.48% Reduce -4.8% 2,194 $1.3M
Measured Wealth Private Client Group, LLC 0.43% Reduce -12.5% 2,194 $1.3M
Texas Yale Capital Corp. 0.06% Add +4.8% 2,190 $1.3M
Berkeley Capital Partners, LLC 0.37% Add +0.7% 2,189 $1.3M
Kennebec Savings Bank 1.26% — 2,186 $1.3M
Arax Advisory Partners 0.11% Add +5.2% 2,174 $1.3M
Lederer & Associates Investment Counsel 0.89% No change 2,165 $1.3M
Convergence Investment Partners, LLC 0.34% Add +5.4% 2,162 $1.3M
Opinicus Capital, Inc. 1.01% Add +9.7% 2,156 $1.3M
Main Street Financial Solutions, LLC 0.12% Reduce -52.3% 2,155 $1.3M
Pennsylvania Capital Management Inc. 0.45% Add +1.1% 2,155 $1.3M
Argent Advisors, Inc. 0.47% Reduce -0.3% 2,150 $1.3M
Iams Wealth Management, LLC 0.62% Add +9.7% 2,147 $1.3M
Carolinas Wealth Consulting LLC 0.23% Reduce -3.4% 2,144 $1.3M
Turtle Creek Wealth Advisors, LLC 0.25% Add +13.7% 2,139 $1.3M
Sovereign Financial Group, Inc. 0.29% Reduce -2.2% 2,137 $1.2M
180 Wealth Advisors, LLC 0.20% Reduce -1.8% 2,129 $1.2M
Drucker Wealth 3.0, LLC 0.30% Add +2.1% 2,129 $1.2M
Seeds Investor LLC 0.47% Add +47.6% 2,128 $1.2M
Wallace Capital Management Inc. 0.17% Add +0.9% 2,119 $1.2M
Kerrisdale Advisers, LLC 0.42% No change 2,117 $1.2M
Zuckerman Investment Group, LLC 0.13% Add +3.1% 2,116 $1.2M
Financial Management Professionals, Inc. 0.15% Add +58.4% 2,116 $1.2M
Kolinsky Wealth Management, LLC 0.80% Reduce -3.5% 2,114 $1.2M
Godshalk Welsh Capital Management, Inc. 0.78% Reduce -9.6% 2,110 $1.2M
Taylor Hoffman Capital Management LLC 0.47% — 2,184 $1.2M
Castle Wealth Management LLC 0.49% Add +2.0% 2,104 $1.2M
Clean Yield Group 0.39% Add +0.7% 2,102 $1.2M
Smith, Moore & Co. 0.12% Reduce -5.9% 2,101 $1.2M
McLean Asset Management Corp 0.37% Add +1.2% 2,077 $1.2M
Forte Capital LLC 0.14% Reduce -13.1% 2,100 $1.2M
Patrick M Sweeney & Associates, Inc. 0.90% Add +4.8% 2,087 $1.2M
American Money Management, LLC 0.24% Reduce -2.3% 2,082 $1.2M
SMART Wealth LLC 0.48% Reduce -7.4% 2,081 $1.2M
Richardson Financial Services Inc. 0.77% Add +0.3% 2,386 $1.2M
GPS Wealth Strategies Group, LLC 0.16% Reduce -4.9% 2,073 $1.2M
Aveo Capital Partners, LLC 0.13% Add +5.5% 2,068 $1.2M
Independent Solutions Wealth Management, LLC 0.27% Add +2.0% 2,067 $1.2M
Private Portfolio Partners LLC 0.23% New 2,057 $1.2M
Waterfront Wealth Inc. 0.29% Add +3.6% 2,119 $1.2M
Kellett Wealth Advisors, LLC 0.86% Add +10.2% 2,050 $1.2M
North Ridge Wealth Advisors, Inc. 0.81% No change 2,044 $1.2M
First Pacific Financial 0.28% Add +1.8% 2,042 $1.2M
Peak Asset Management, LLC 0.22% No change 2,037 $1.2M
Kozak & Associates, Inc. 0.28% Add +0.6% 2,079 $1.2M
Copperwynd Financial, LLC 0.36% Add +13.8% 2,020 $1.2M
Armstrong Advisory Group, Inc. 0.10% Reduce -0.3% 2,013 $1.2M
Bard Financial Services, Inc. 0.14% Reduce -2.4% 2,010 $1.2M
Abundance Wealth Counselors 0.24% No change 2,010 $1.2M
Cerro Pacific Wealth Advisors LLC 0.44% No change 2,306 $1.2M
Modus Advisors, LLC 0.39% Reduce -15.1% 2,006 $1.2M
Beck Mack & Oliver LLC 0.02% Reduce -4.6% 2,005 $1.2M
Blake Schutter Theil Wealth Advisors, LLC 0.84% — 2,002 $1.2M
Monetta Financial Services Inc. 1.00% No change 2,000 $1.2M
Epiq Partners, LLC 0.67% No change 2,000 $1.2M
Lumbard & Kellner, LLC 0.52% No change 2,000 $1.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% No change 2,000 $1.2M
First Commonwealth Financial Corp 0.28% Add +1.2% 1,992 $1.2M
CPC Advisors, LLC 0.17% Reduce -8.5% 1,988 $1.2M
Capital Market Strategies LLC 0.70% Reduce -0.2% 1,987 $1.2M
Sunburst Financial Group, LLC 0.29% Add +1.9% 1,983 $1.2M
Patron Partners, LLC 0.64% Reduce -1.2% 1,981 $1.2M
Profit Investment Management, LLC 0.91% No change 1,974 $1.2M
Arvest Bank Trust Division 0.07% — 1,973 $1.2M
United Advisor Group, LLC 0.26% Add +62.2% 1,966 $1.1M
Cornerstone Wealth Management, LLC 0.08% No change 1,964 $1.1M
Clarity Financial LLC 0.13% Reduce -16.5% 1,963 $1.1M
WealthTrust Axiom LLC 0.34% No change 1,959 $1.1M
Cardinal Capital Management, Inc. 0.05% Reduce -93.6% 1,950 $1.1M
Chickasaw Capital Management LLC 0.05% No change 1,948 $1.1M
Baldwin Wealth Partners LLC 0.08% Add +22.8% 1,942 $1.1M
WealthBridge Capital Management, LLC 0.33% Add +42.2% 1,942 $1.1M
Raleigh Capital Management Inc. 0.44% Add +66.0% 1,940 $1.1M
Sound Income Strategies, LLC 0.07% Add +1.5% 1,940 $1.1M
Founders Capital Management, LLC 0.20% No change 1,939 $1.1M
First Financial Corp. 0.54% Reduce -1.4% 1,933 $1.1M
626 Financial, LLC 0.63% Reduce -8.0% 1,932 $1.1M
Ceeto Capital Group, LLC 0.42% Reduce -50.9% 1,926 $1.1M
Thrive Wealth Management, LLC 0.21% Add +4.2% 1,924 $1.1M
Baron Wealth Management LLC 0.54% Add +32.1% 1,923 $1.1M
Davies Financial Advisors, Inc. 0.98% Reduce -2.4% 1,912 $1.1M
Webster Bank, N. A. 0.12% Add +10.2% 1,911 $1.1M
LRI Investments, LLC 0.11% Add +1026.1% 18,558 $1.1M
Nicholas Wealth, LLC. 0.70% Add +11.8% 1,900 $1.1M
Planning Capital Management Corp 0.74% Add +53.3% 1,899 $1.1M
Mosaic Family Wealth Partners, LLC 0.16% Add +3.2% 1,894 $1.1M
Legacy Edge Advisors, LLC 0.18% Reduce -2.5% 1,890 $1.1M
IVC Wealth Advisors LLC 0.60% Reduce -0.9% 1,887 $1.1M
Aspire Private Capital, LLC 0.26% Add +1.6% 1,881 $1.1M
PBMares Wealth Management LLC 0.23% Reduce -0.4% 1,880 $1.1M
Seven Mile Advisory 0.73% Add +8.8% 1,877 $1.1M
Smart Portfolios, LLC 1.12% No change 1,877 $1.1M
Gouws Capital LLC 0.74% No change 1,876 $1.1M
KFG Wealth Management, LLC 0.24% Add +67.6% 1,874 $1.1M
ORG Partners LLC 0.18% Reduce -25.1% 1,866 $1.1M
Cordgrass Capital Advisors, LLC 0.32% Add +7.3% 1,869 $1.1M
Total Clarity Wealth Management, Inc. 0.35% No change 1,867 $1.1M
Franklin Street Advisors Inc. 0.07% Reduce -6.8% 1,865 $1.1M
LRT Capital Management, LLC 1.01% New 1,863 $1.1M
Asset Advisors Investment Management, LLC 0.11% Reduce -1.9% 1,863 $1.1M
ABLE Financial Group, LLC 0.34% Reduce -0.3% 1,862 $1.1M
Kenora Financial, LLC 0.43% Add +14.8% 1,861 $1.1M
New Century Financial Group, LLC 0.40% Add +54.1% 1,857 $1.1M
Kingdom Financial Group LLC. 0.81% Add +0.3% 1,854 $1.1M
Diamant Asset Management, Inc. 0.68% Reduce -2.1% 1,850 $1.1M
CWC Advisors, LLC. 1.06% — 1,843 $1.1M
Capital Advisors, Ltd. LLC 0.13% Add +1.2% 1,839 $1.1M
Virginia Wealth Management Group, Inc. 0.67% Add +0.1% 1,838 $1.1M
EdgeRock Capital LLC 0.76% Add +4.1% 1,836 $1.1M
Valtinson Bruner Financial Planning LLC 0.37% Reduce -0.9% 1,834 $1.1M
Campion Asset Management 0.79% Reduce -2.0% 1,830 $1.1M
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,829 $1.1M
My Personal CFO, LLC 0.58% Reduce -3.2% 1,822 $1.1M
Arlington Trust Co LLC 0.23% Add +0.6% 1,821 $1.1M
Alpha Family Trust 0.59% No change 1,820 $1.1M
Soundwatch Capital LLC 0.17% Add +6.4% 1,818 $1.1M
Resolute Wealth Strategies, LLC 0.55% Add +0.1% 1,813 $1.1M
Magnolia Capital Advisors LLC 0.53% Add +7.6% 1,811 $1.1M
Wealthstream Advisors, Inc. 0.19% Reduce -0.7% 1,810 $1.1M
1776 Wealth LLC 0.48% Reduce -5.5% 1,803 $1.1M
Quantum Private Wealth, LLC 0.35% No change 1,792 $1.0M
Precedent Wealth Partners, LLC 0.35% New 1,791 $1.0M
Fourpath Capital Management, LLC 0.19% Reduce -15.9% 1,790 $1.0M
K.J. Harrison & Partners Inc 0.16% No change 1,830 $1.0M
FRG Family Wealth Advisors LLC 0.19% No change 1,787 $1.0M
Fort Point Capital Partners LLC 0.13% Add +11.4% 1,783 $1.0M
Buffington Mohr McNeal 0.17% Reduce -0.7% 1,781 $1.0M
FSB Premier Wealth Management, Inc. 0.43% Add +6.1% 1,779 $1.0M
Wealth Group Ltd 0.30% Add +4.0% 1,777 $1.0M
Heritage Wealth Partners, LLC 1.22% Add +130.6% 1,773 $1.0M
New Republic Capital, LLC 0.59% Reduce -10.5% 1,769 $1.0M
Buttonwood Financial Advisors Inc. 0.45% Reduce -4.8% 1,766 $1.0M
Five Oceans Advisors 0.49% Add +3.2% 1,765 $1.0M
Veltria Advisors Corp. 0.41% Add +37.2% 1,763 $1.0M
Asset Management Group, Inc. 0.15% Reduce -4.5% 1,762 $1.0M
Presidio Capital Management, LLC 0.66% Add +3.6% 1,760 $1.0M
Broadwater Capital Management LLC 0.76% No change 1,754 $1.0M
KG Capital Management 0.33% Reduce -41.5% 1,751 $1.0M
Aspen Wealth Strategies, LLC 0.66% Reduce -6.7% 1,750 $1.0M
Summit Wealth Group, LLC 0.30% Reduce -1.7% 1,750 $1.0M
Cypress Capital, LLC 0.26% Reduce -3.9% 1,748 $1.0M
Verdad Advisers, LP 1.36% Add +26.2% 1,743 $1.0M
TCI Wealth Advisors, Inc. 0.09% Reduce -1.9% 1,742 $1.0M
Elyxium Wealth, LLC 0.56% — 1,737 $1.0M
Prosperity Financial Group, Inc. 0.57% Reduce -14.8% 1,733 $1.0M
MV Capital Management, Inc. 0.11% Add +4.8% 1,729 $1.0M
Droms Strauss Advisors Inc. /Mo/ 0.36% Reduce -9.0% 1,727 $1.0M
Tompkins Financial Corp. 0.10% Add +2.9% 1,727 $1.0M
AA Financial Advisors, LLC 0.29% Add +5.0% 1,726 $1.0M
Atlas Private Wealth Advisors 0.15% Reduce -1.8% 1,725 $1.0M
Northwest Bancshares, Inc. 0.17% Reduce -21.7% 1,719 $1.0M
FLC Capital Advisors 0.23% No change 1,716 $1.0M
Paladin Advisory Group, LLC 0.74% Reduce -1.4% 1,710 $1000K
Mindset Wealth Management, LLC 0.41% — 1,703 $996K
Johnson & White Wealth Management, LLC 0.85% Add +4.0% 1,695 $991K
Heron Bay Capital Management 0.21% Add +4.4% 1,694 $990K
Aire Advisors, LLC 0.22% Reduce -1.5% 1,689 $987K
ICONIQ Capital, LLC 0.02% Add +135.8% 1,688 $987K
1ST Source Bank 0.06% Add +5.6% 1,687 $986K
Centerpoint Advisors, LLC 0.34% No change 1,683 $984K
Peoples Bank 0.66% New 1,682 $983K
Maven Securities LTD 0.11% Reduce -79.6% 1,680 $982K
Inspire Advisors, LLC 0.12% Reduce -9.2% 1,679 $982K
Latitude Advisors, LLC 0.56% Add +8.9% 1,678 $981K
Mill Creek Capital Advisors, LLC 0.02% Reduce -15.5% 1,675 $979K
Detalus Advisors, LLC 0.33% Add +1.7% 1,673 $978K
Eagle Wealth Strategies LLC 0.71% Add +59.1% 1,672 $978K
Graves Light Lenhart Wealth, Inc. 0.12% No change 1,672 $978K
Leo Wealth, LLC 0.09% Reduce -16.6% 1,667 $975K
Cape Investment Advisory, Inc. 0.39% Reduce -1.3% 1,663 $972K
LaSalle St. Investment Advisors, LLC 0.38% Add +9.7% 1,661 $971K
Texas Capital Bancshares Inc 0.39% No change 1,660 $971K
LS Investment Advisors, LLC 0.14% Reduce -33.2% 1,660 $971K
Nicholson Wealth Management Group, LLC 0.80% — 1,659 $970K
Baker Avenue Asset Management, LP 0.03% Reduce -2.8% 1,659 $970K
Proathlete Wealth Management LLC 0.40% Reduce -0.4% 1,658 $969K
Delta Financial Group, Inc. 0.36% Add +1.0% 1,650 $965K
Gould Asset Management LLC 0.21% Reduce -1.5% 1,648 $964K
West Paces Advisors Inc. 0.24% Add +0.2% 1,645 $962K
Core Wealth Partners LLC 0.58% Add +37.3% 1,645 $962K
First Affirmative Financial Network 0.53% Add +2.3% 1,641 $960K
Virtue Capital Management, LLC 0.19% Add +23.9% 1,637 $957K
Invenio Wealth Partners LLC 0.41% Add +0.4% 1,628 $952K
First National Bank Sioux Falls 0.43% No change 1,625 $950K
Proffitt & Goodson Inc. 0.16% Add +7.0% 1,624 $950K
Ausdal Financial Partners, Inc. 0.10% Reduce -1.8% 1,622 $949K
Corundum Trust Company, INC 2.61% Add +0.4% 1,622 $948K
White Pine Capital LLC 0.32% Add +0.4% 1,619 $947K
Gries Financial LLC 0.18% Add +155.0% 1,619 $947K
Global Trust Asset Management, LLC 0.35% Reduce -0.6% 1,617 $945K
Chapin Davis, Inc. 0.31% Reduce -5.0% 1,616 $945K
Lake Street Private Wealth, LLC 0.15% Reduce -55.5% 1,611 $942K
Fortitude Advisory Group L.L.C. 0.59% Reduce -4.5% 1,611 $942K
Saturna Capital Corp. 0.01% Add +1.6% 1,606 $939K
CTC LLC 0.04% Reduce -92.1% 1,601 $936K
RiverGlades Family Offices LLC 0.67% Reduce -11.1% 1,600 $935K
Integrated Investment Consultants, LLC 0.20% Add +49.4% 1,597 $934K
Bordeaux Wealth Advisors LLC 0.17% Add +26.9% 1,596 $933K
McGlone Suttner Wealth Management, Inc. 0.19% Add +28.0% 1,594 $932K
KRS Capital Management, LLC 0.68% Reduce -12.9% 1,588 $929K
Sunflower Bank, N.A. 0.25% Add +5.0% 1,587 $928K
Navellier & Associates Inc. 0.13% Add +0.3% 1,583 $926K
Full Sail Capital, LLC 0.06% Add +0.5% 1,579 $923K
Verum Partners LLC 0.27% Add +2.9% 1,575 $921K
Sather Financial Group Inc 0.06% Add +0.8% 1,575 $921K
RFP Financial Group LLC 0.30% Add +0.4% 1,572 $919K
City State Bank 0.33% Reduce -2.2% 1,569 $917K
GW Henssler & Associates Ltd. 0.05% Add +0.1% 1,566 $916K
CoreCap Advisors, LLC 0.04% Reduce -72.3% 1,562 $913K
Pointe Capital Management LLC 0.53% Add +6.0% 1,562 $913K
Intellectus Partners, LLC 0.23% Reduce -55.6% 1,561 $913K
Fiduciary Financial Group, LLC 0.21% Add +1.4% 1,569 $912K
Lavaca Capital LLC 0.44% Reduce -30.9% 1,559 $912K
Gilbert & Cook, Inc. 0.13% Add +238.0% 1,555 $909K
Sonoma Private Wealth LLC 1.41% Reduce -2.8% 1,552 $907K
Farmers Trust Co. 0.17% Reduce -1.6% 1,552 $907K
Jeppson Wealth Management, LLC 0.32% Reduce -2.7% 1,545 $903K
Good Life Advisors, LLC 0.06% Add +50.6% 1,545 $903K
Clear Creek Financial Management, LLC 0.10% Add +8.0% 1,544 $903K
Tudor Financial Inc. 0.55% — 1,540 $900K
Arcus Capital Partners, LLC 0.33% Reduce -7.4% 1,538 $899K
Mitchell Sinkler & Starr 0.23% Add +10.7% 1,537 $899K
Sfmg, LLC 0.07% Add +3.8% 1,537 $898K
Paloma Partners Management Co 0.06% Add +410.3% 1,536 $898K
Oxinas Partners, LLC 0.55% Add +0.1% 1,531 $895K
Quantum Financial Advisors, LLC 0.14% No change 1,522 $890K
Tandem Investment Advisors, Inc. 0.03% Add +1.4% 1,521 $889K
Root Financial Partners, LLC 0.14% Add +21.3% 1,518 $888K
Realta Investment Advisors 0.41% Reduce -73.2% 1,465 $887K
Hoxton Planning & Management, LLC 0.34% Add +30.8% 1,512 $884K
Jackson, Grant Investment Advisers, Inc. 0.33% Add +0.2% 1,508 $882K
Jacobsen Capital Management 0.37% Reduce -3.5% 1,507 $881K
Agate Pass Investment Management, LLC 0.44% Add +4.0% 1,504 $879K
AllSquare Wealth Management LLC 0.50% No change 1,502 $878K
Farmers & Merchants Trust Co of Chambersburg PA 0.34% Add +155.3% 1,501 $878K
Intact Investment Management Inc. 0.03% Reduce -56.9% 1,500 $877K
Verity & Verity, LLC 0.09% Add +11.4% 1,499 $876K
SPC Financial, Inc. 0.08% Add +233.6% 1,498 $876K
Summa Corp. 0.42% Add +19.8% 1,497 $875K
Sonata Capital Group Inc. 0.37% No change 1,497 $875K
Steph & Co. 0.28% Add +1.6% 1,496 $875K
Paradigm Asset Management Co. LLC 0.23% No change 1,495 $874K
Foster Group, Inc. 0.03% Reduce -57.7% 1,495 $874K
Marotta Asset Management 0.17% Reduce -0.5% 1,492 $872K
Kowal Investment Group, LLC 0.16% Add +27.3% 1,488 $870K
Onyx Bridge Wealth Group LLC 0.13% Reduce -1.6% 1,486 $869K
Invst, LLC 0.11% Reduce -1.7% 1,485 $868K
Permanens Capital L.P. 0.18% New 1,484 $868K
Harvest Fund Management Co., Ltd 0.05% Reduce -47.4% 1,481 $866K
Ssi Investment Management LLC 0.33% Reduce -0.1% 1,480 $865K
STAR Financial Bank 0.58% Reduce -22.3% 1,477 $864K
Summit Wealth Partners, LLC 0.17% No change 1,475 $862K
Bouchey Financial Group, Ltd. 0.08% Add +2.6% 1,474 $862K
Kanawha Capital Management LLC 0.06% Add +0.1% 1,470 $859K
Clifford Group, LLC 0.67% Reduce -0.8% 1,469 $859K
Argus Investors' Counsel, Inc. 0.56% Reduce -5.7% 1,464 $856K
Gerber, LLC 0.63% No change 1,463 $855K
Copperleaf Capital, LLC 0.65% Reduce -0.9% 1,462 $855K
Titleist Asset Management, LLC 0.12% Add +24.3% 1,460 $854K
Columbus Macro, LLC 0.31% Reduce -0.9% 1,448 $853K
Crestline Management, L.P. 0.05% New 1,458 $852K
Claris Advisors, LLC / Mo / 0.37% No change 1,454 $850K
General Partner, Inc. 0.53% No change 1,446 $845K
Lifeworks Advisors, LLC 0.17% Add +21.4% 1,446 $845K
Cypress Wealth Services, LLC 0.17% Add +5.8% 1,445 $845K
Thompson Siegel & Walmsley LLC 0.01% Add +8.0% 1,443 $844K
ODonnell Financial Services, LLC 0.34% No change 1,436 $840K
Tang Capital Management LLC 0.06% New 1,422 $831K
Wellspring Financial Advisors, LLC 0.10% Add +18.7% 1,419 $830K
Howard Bailey Securities, LLC 0.31% — 1,412 $826K
Consolidated Portfolio Review Corp 0.18% Add +4.9% 1,412 $826K
Keyes, Stange & Wooten Wealth Management, LLC 0.49% Add +209.4% 1,408 $823K
Worth Asset Management, LLC 0.45% Add +116.3% 1,408 $823K
Watershed Private Wealth LLC 0.33% Add +22.6% 1,406 $822K
PrairieView Partners, LLC 0.09% Reduce -11.6% 1,405 $821K
Parkside Investments, LLC 0.12% Reduce -58.8% 1,399 $818K
FWG Holdings, LLC 0.41% Reduce -2.6% 1,447 $818K
Charter Oak Capital Management, LLC 0.08% Add +28.3% 1,395 $815K
WASHINGTON TRUST Co 0.03% Reduce -1.9% 1,394 $815K
Laidlaw Wealth Management LLC 0.40% Reduce -6.0% 1,385 $810K
Woodward Diversified Capital, LLC 0.51% Add +125.5% 1,382 $808K
Advus Financial Partners, LLC 0.23% Add +10.3% 1,375 $804K
Townsend Asset Management Corp. /NC/ 0.30% Add +0.2% 1,373 $803K
Hibernia Wealth Partners, LLC 0.28% Add +79.2% 1,373 $803K
Whalen Wealth Management Inc. 0.57% No change 1,372 $802K
Resurgent Financial Advisors LLC 0.47% Reduce -2.4% 1,371 $802K
Washington Capital Management, Inc. 0.62% No change 1,370 $801K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% Add +0.3% 1,369 $800K
Ellsworth Advisors, LLC 0.21% Add +11.3% 1,367 $799K
American State Bank (Iowa) 0.48% Reduce -0.7% 1,365 $798K
Summit Financial Strategies, Inc. 0.09% Reduce -2.7% 1,365 $798K
Baker Tilly Wealth Management, LLC 0.35% Reduce -33.8% 1,364 $798K
Cyr Financial Inc. 0.74% Add +1.6% 1,364 $798K
Kavar Capital Partners Group, LLC 0.13% No change 1,364 $798K
Sanders Morris Harris LLC 0.13% No change 1,363 $797K
Renaissance Group LLC 0.03% Reduce -29.5% 1,360 $795K
Cahaba Wealth Management, Inc. 0.07% Reduce -52.9% 1,358 $794K
Ignite Planners, LLC 0.18% Add +11.2% 1,353 $791K
Goldstein Advisors, LLC 0.12% Add +4.6% 1,353 $791K
Peoples Bank 0.40% Reduce -0.4% 1,350 $789K
Birinyi Associates Inc. 0.23% No change 1,350 $789K
Vigilare Wealth Management 0.32% Reduce -0.5% 1,345 $787K
Copley Financial Group, Inc. 0.71% — 1,345 $786K
J.Safra Asset Management Corp 0.07% Add +15.2% 1,348 $784K
Brown, Lisle/Cummings, Inc. 0.24% Reduce -1.8% 1,335 $781K
Thomasville National Bank 0.06% Add +1.1% 1,332 $779K
Aspen Grove Capital, LLC 0.17% Add +2.9% 1,329 $777K
Ullmann Wealth Partners Group, LLC 0.10% Add +9.7% 1,324 $774K
Cassia Capital Partners, LLC 0.51% Reduce -6.8% 1,320 $772K
Wealthspire Retirement, LLC 0.06% Add +0.2% 1,317 $770K
Everpar Advisors LLC 0.40% Reduce -8.4% 1,317 $770K
Strait & Sound Wealth Management LLC 0.37% Add +19.3% 1,316 $769K
Buska Wealth Management, LLC 0.27% Add +5.5% 1,315 $769K
KilterHowling LLC 0.48% Add +3.7% 1,315 $769K
Geneva Partners, LLC 0.33% New 1,311 $767K
TBH Global Asset Management, LLC 0.17% Reduce -1.1% 1,307 $764K
White Knight Strategic Wealth Advisors, LLC 0.69% Reduce -0.8% 1,307 $764K
Steigerwald, Gordon & Koch Inc. 0.08% Reduce -3.1% 1,300 $760K
VeraBank, N.A. 0.22% Reduce -1.0% 1,299 $760K
Novak & Powell Financial Services, Inc. 0.44% Add +0.2% 1,296 $758K
BCK Partners, Inc. 0.36% Add +1.3% 1,296 $758K
One Plus One Wealth Management, LLC 0.45% Add +2.8% 1,295 $757K
Altiora Financial Group, LLC 0.17% Reduce -0.5% 1,288 $753K
FFT Wealth Management LLC 0.06% Add +11.8% 1,288 $753K
Stonebridge Financial Planning Group, LLC 0.36% Reduce -0.2% 1,284 $751K
First Western Trust Bank 0.03% Reduce -3.5% 1,282 $750K
Code Waechter LLC 0.71% — 1,279 $748K
Tyler-Stone Wealth Management 0.14% Add +154.3% 1,279 $748K
SOA Wealth Advisors, LLC. 0.14% Add +3.7% 1,275 $746K
Winslow Capital Management, LLC 0.00% Reduce -99.8% 1,272 $744K
Winthrop Advisory Group LLC 0.09% Reduce -4.1% 1,270 $742K
Wealth Group, Ltd. 0.50% Add +1.7% 1,269 $742K
Twin City Private Wealth, LLC 0.64% Add +2.8% 1,268 $741K
DDFG, Inc 0.21% No change 1,268 $741K
Wealth Forward, LLC 0.52% No change 1,267 $741K
Prairiewood Capital, LLC 0.31% No change 1,266 $740K
Oxford Financial Group, LTD. LLC 0.05% Reduce -10.8% 1,264 $739K
First Bank & Trust 0.14% Add +9.2% 1,263 $738K
NFSG Corp 0.26% Add +44.0% 1,260 $736K
Quadrant Private Wealth Management, LLC 0.18% Add +10.8% 1,258 $736K
Wealth Management Associates, Inc. 0.32% Add +18.8% 1,256 $734K
Ballast Advisors LLC 0.23% Reduce -2.9% 1,251 $731K
Swisher Financial Concepts, Inc. 0.46% Add +103.2% 1,343 $731K
Midwest Financial Group LLC 0.43% Add +0.3% 1,251 $731K
Mosley Wealth Management 0.50% Add +10.2% 1,279 $731K
Avory & Company, LLC 0.44% No change 1,249 $730K
High Net Worth Advisory Group LLC 0.20% No change 1,248 $730K
Twelve Points Wealth Management LLC 0.23% Add +14.3% 1,248 $730K
Atlas Brown,Inc. 0.25% Add +1.3% 1,247 $729K
Hengehold Capital Management LLC 0.07% Add +25.4% 1,247 $729K
44 Wealth Management LLC 0.26% — 1,288 $727K
W.H. Cornerstone Investments Inc. 0.49% Reduce -6.4% 1,237 $723K
Penobscot Wealth Management 0.39% Add +0.9% 1,234 $722K
Insight Advisors, LLC/ PA 0.13% Reduce -0.2% 1,233 $720K
Kraft, Davis & Associates, LLC 0.21% No change 1,268 $719K
Adero Partners, LLC 0.05% Add +2.9% 1,229 $719K
Members Trust Co 0.02% Add +0.5% 1,226 $717K
Jamison Private Wealth Management, Inc. 0.11% Add +16.2% 1,225 $716K
TFB Advisors LLC 0.21% Add +8.8% 1,221 $714K
Black Diamond Financial, LLC 0.12% Reduce -1.5% 1,221 $714K
Canvas Wealth Advisors, LLC 0.20% Add +30.4% 1,218 $712K
Smith Anglin Financial, LLC 0.07% Add +1.8% 1,218 $712K
NavPoint Financial, Inc. 0.57% Add +0.4% 1,215 $710K
Salomon & Ludwin, LLC 0.07% Add +3.7% 1,211 $708K
Autumn Glory Partners, LLC 0.27% Add +121.5% 1,207 $707K
LifePro Asset Management 0.43% Add +29.6% 1,207 $706K
Knights of Columbus Asset Advisors LLC 0.05% Add +6.9% 1,206 $705K
Dillon & Associates Inc. 0.10% Add +0.7% 1,205 $705K
Capital Management Associates 0.78% Reduce -1.6% 1,204 $704K
Apella Capital, LLC 0.03% Add +6.0% 1,187 $703K
Councilor Wealth, LLC 0.34% Add +0.3% 1,202 $703K
Lighthouse Investment Partners, LLC 0.04% Reduce -96.1% 1,202 $703K
nVerses Capital, LLC 0.32% No change 1,200 $702K
HF Advisory Group, LLC 0.33% Reduce -4.7% 1,199 $701K
Susquehanna International Group Ltd. 0.15% New 1,196 $699K
Windward Capital Management Co. 0.05% Add +181.8% 1,195 $699K
Intrepid Financial Planning Group LLC 0.30% No change 1,193 $698K
Auxano Advisors, LLC 0.18% Add +8.8% 1,189 $695K
Crescent Grove Advisors, LLC 0.07% Reduce -8.9% 1,186 $694K
FDx Advisors, Inc. 0.19% Add +22.0% 1,180 $690K
Northwest Bank & Trust Co 0.52% No change 1,180 $690K
Armbruster Capital Management, Inc. 0.14% Add +0.3% 1,178 $689K
Boston Mountain Money Management Inc. 0.40% Reduce -4.3% 1,178 $689K
Marquette Asset Management, LLC 0.11% Reduce -8.0% 1,176 $688K
Lewis Asset Management, LLC 0.50% Add +5.8% 1,176 $687K
Visionary Wealth Advisors 0.04% Add +4.7% 1,174 $686K
New Covenant Trust Company, N.A. 0.66% Add +15.5% 1,179 $686K
Baker Boyer National Bank 0.23% No change 1,173 $686K
Veracity Capital LLC 0.26% Add +5.7% 1,170 $684K
First Heartland Consultants, Inc. 0.07% Add +3.7% 1,166 $682K
Castleview Partners, LLC 0.39% Reduce -0.3% 1,165 $681K
Curbstone Financial Management Corp 0.15% Reduce -3.5% 1,164 $681K
Parcion Private Wealth LLC 0.06% Reduce -22.5% 1,162 $679K
49 Wealth Management, LLC 0.11% Add +101.6% 1,159 $678K
Tectonic Advisors LLC 0.04% Add +0.3% 1,159 $678K
Cedrus LLC 0.25% Add +0.9% 1,158 $677K
Heritage Financial Services, LLC 0.09% Reduce -6.7% 1,155 $675K
Angeles Investment Advisors, LLC 0.03% Add +3.3% 1,154 $675K
Aprio Wealth Management, LLC 0.11% Add +18.4% 1,154 $675K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -8.2% 1,150 $673K
Mendel Capital Management LLC 0.41% Add +3.0% 1,149 $672K
StrongBox Wealth, LLC 0.29% Reduce -52.5% 1,146 $670K
Gateway Wealth Partners, LLC 0.18% Reduce -5.4% 1,146 $670K
Planning Center, Inc. 0.08% Reduce -60.9% 1,144 $669K
Garden State Investment Advisory Services LLC 0.21% Add +8.4% 1,137 $668K
Prudent Investors Network, Inc. 0.20% No change 1,142 $668K
Strategic Family Wealth Counselors, L.L.C. 0.23% Add +2.8% 1,141 $667K
Werba Rubin Papier Wealth Management 0.16% Add +15.3% 1,141 $667K
Coastal Bridge Advisors, LLC 0.17% Add +2.4% 1,141 $667K
True North Advisors, LLC 0.17% Add +16.0% 1,138 $665K
Source Financial Advisors LLC 0.20% Reduce -9.9% 1,135 $664K
First Command Advisory Services, Inc. 0.01% Add +2.4% 1,134 $663K
First City Capital Management, Inc. 0.34% Add +2.7% 1,131 $661K
Gables Capital Management Inc. 0.33% Reduce -0.7% 1,131 $661K
Guardian Wealth Advisors, LLC 0.41% Reduce -3.0% 1,130 $661K
BCS Wealth Management 0.28% Add +10.6% 1,127 $659K
Ewa, LLC 0.24% Add +15.8% 1,110 $659K
Operose Advisors LLC 0.21% Add +7.1% 1,126 $658K
Benchmark Financial Wealth Advisors, LLC 0.22% Add +54.3% 1,126 $658K
Iron Horse Wealth Management, LLC 0.22% Reduce -3.7% 1,124 $657K
Tillman Hartley LLC 0.19% No change 1,120 $655K
Carson Advisory Inc. 0.41% Add +7.4% 1,119 $654K
Hexagon Capital Partners LLC 0.13% Reduce -2.5% 1,114 $651K
Center for Financial Planning, Inc. 0.09% Add +35.9% 1,113 $651K
Monograph Wealth Advisors, LLC 0.08% No change 1,111 $650K
Sage Rhino Capital LLC 0.14% Reduce -1.2% 1,106 $647K
Prostatis Group LLC 0.21% Reduce -63.5% 1,105 $646K
Osborne Partners Capital Management, LLC 0.04% Reduce -0.7% 1,102 $644K
Orion Investment Co 0.25% No change 1,100 $643K
Waters Parkerson & Co., LLC 0.03% No change 1,100 $643K
Lockerman Financial Group, Inc. 1.09% Add +19.2% 1,098 $642K
Arcataur Capital Management LLC 0.22% Reduce -4.1% 1,097 $641K
Granite Harbor Advisors, Inc. 0.38% Add +29.1% 1,096 $641K
Eagle Bay Advisors LLC 0.24% Reduce -1.0% 1,093 $639K
Pathway Financial Advisors LLC 0.16% Reduce -18.0% 1,092 $638K
Cornerstone Capital, Inc. 0.06% Add +4.0% 1,092 $638K
Davis Capital Management 0.50% Add +10.2% 1,090 $637K
Lantz Financial LLC 0.17% Add +26.8% 1,089 $637K
BHK Investment Advisors, LLC 0.24% Add +0.1% 1,088 $636K
Executive Wealth Management, LLC 0.05% Add +6.6% 1,088 $636K
Riverview Trust Co 0.56% Reduce -0.7% 1,088 $636K
Balboa Wealth Partners 0.16% Reduce -15.7% 1,088 $636K
Rappaport Reiches Capital Management, LLC 0.17% Add +0.5% 1,086 $635K
Fernwood Investment Management, LLC 0.21% Reduce -1.3% 1,084 $634K
Ipswich Investment Management Co., Inc. 0.15% No change 1,084 $634K
Truepoint, Inc. 0.02% Add +45.2% 1,082 $633K
Palisades Hudson Asset Management, L.P. 0.27% No change 1,078 $630K
Navalign, LLC 0.19% Reduce -1.2% 1,077 $630K
Hyperion Partners, LLC 0.40% Reduce -1.1% 1,075 $629K
NWF Advisory Services Inc. 0.09% Add +111.8% 1,074 $628K
Valley Wealth Managers, Inc. 0.05% Reduce -10.4% 1,073 $627K
Paragon Private Wealth Management, LLC 0.31% Add +10.1% 1,070 $625K
Salvus Wealth Management, LLC 0.38% Add +6.0% 1,069 $625K
Hudson Value Partners, LLC 0.24% Add +8.3% 1,069 $625K
Successful Portfolios LLC 0.42% Reduce -0.8% 1,067 $624K
New Wave Wealth Advisors LLC 0.29% New 1,067 $624K
Heritage Oak Wealth Advisors LLC 0.29% Reduce -28.8% 1,067 $624K
Bedel Financial Consulting, Inc. 0.09% Reduce -3.9% 1,065 $623K
Valley National Advisers Inc. 0.11% Reduce -23.8% 1,064 $622K
Future Financial Wealth Managment LLC 0.44% No change 1,061 $620K
Benedict Financial Advisors Inc. 0.15% Add +0.3% 1,056 $618K
Horan Capital Advisors, LLC. 0.21% No change 1,056 $617K
HHM Wealth Advisors, LLC 0.09% Add +6.5% 1,055 $617K
Darden Wealth Group Inc 0.44% Reduce -0.1% 1,054 $616K
Kimelman & Baird, LLC 0.05% No change 1,053 $616K
Ridgecrest Wealth Partners, LLC 0.32% Add +19.7% 1,052 $615K
Monterey Private Wealth, Inc. 0.21% Add +0.3% 1,051 $615K
Congress Park Capital LLC 0.23% Reduce -22.4% 1,050 $614K
Traynor Capital Management, Inc. 0.05% Reduce -11.4% 1,049 $613K
Driehaus Capital Management LLC 0.01% New 1,049 $613K
Avity Investment Management Inc. 0.05% Add +69.6% 1,048 $613K
Burr Financial Services, LLC 0.43% Add +7.7% 1,047 $612K
Caldwell Sutter Capital, Inc. 0.28% Reduce -1.5% 1,045 $611K
Alhambra Investment Management LLC 0.32% No change 1,044 $610K
Koss-Olinger Consulting, LLC 0.05% New 1,044 $610K
MinichMacGregor Wealth Management, LLC 0.13% Reduce -0.7% 1,042 $609K
Unionview, LLC 0.47% Add +1.4% 1,037 $606K
Tower Wealth Partners, Inc. 0.35% Reduce -1.0% 1,037 $606K
Perritt Capital Management Inc 0.31% Reduce -2.0% 1,037 $606K
McElhenny Sheffield Capital Management, LLC 0.20% Reduce -47.0% 1,033 $604K
Banco BTG Pactual S.A. 0.16% Add +44.3% 1,030 $602K
HFR Wealth Management, LLC 0.15% No change 1,030 $602K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -17.4% 1,029 $602K
DRW Securities, LLC 0.03% Reduce -64.8% 1,031 $602K
Allegheny Financial Group 0.15% Add +0.6% 1,029 $601K
SignalPoint Asset Management, LLC 0.14% Reduce -3.9% 1,033 $601K
SWP Financial LLC 0.37% No change 1,026 $600K
Traveka Wealth, LLC 0.30% Add +5.1% 1,025 $599K
Lesa Sroufe & Co 0.56% No change 1,025 $599K
Hemington Wealth Management 0.16% Reduce -22.9% 1,063 $599K
Gentry Private Wealth, LLC 0.49% Reduce -0.4% 1,024 $599K
Scientech Research LLC 0.12% Reduce -51.3% 1,024 $599K
Howland Capital Management LLC 0.03% Reduce -3.0% 1,021 $597K
MTM Investment Management, LLC 0.23% Add +1.3% 1,009 $597K
Bill Few Associates, Inc. 0.21% Add +5.2% 1,019 $596K
Annis Gardner Whiting Capital Advisors, LLC 0.17% Reduce -37.0% 1,017 $595K
M3 Advisory Group, LLC 0.44% Add +4.5% 1,013 $592K
Roman Butler Fullerton & Co. 0.18% Reduce -8.0% 1,064 $592K
Versant Capital Management, Inc 0.13% Add +17.8% 1,011 $591K
Lecap Asset Management Ltd. 0.13% Reduce -66.6% 1,011 $591K
Axiom Advisory, LLC 0.01% Reduce -0.2% 1,024 $591K
Facet Wealth, Inc. 0.02% Add +18.2% 1,040 $590K
Fogel Capital Management, Inc. 0.30% No change 1,009 $590K
MSH Capital Advisors LLC 0.18% Reduce -2.5% 1,009 $590K
Dimension Capital Management LLC 0.11% Reduce -5.8% 1,007 $589K
Heck Capital Advisors, LLC 0.07% Reduce -3.2% 1,007 $589K
Waddell & Associates, LLC 0.07% No change 1,005 $588K
Traphagen Investment Advisors LLC 0.06% Add +0.7% 1,005 $588K
Darwin Wealth Management, LLC 0.16% Reduce -0.4% 1,002 $586K
Deseret Mutual Benefit Administrators 0.30% Add +2.8% 1,002 $586K
AtlasMark Financial, Inc 0.54% — 1,000 $585K
Tandem Capital Management Corp. 0.31% Reduce -56.0% 1,000 $585K
Elevation Wealth Partners, LLC 0.25% Reduce -6.1% 999 $584K
Warren Street Wealth Advisors, LLC 0.24% Reduce -0.5% 998 $584K
Financial Insights, Inc. 0.19% Reduce -40.3% 997 $583K
Strata Wealth Advisors, LLC 0.19% Add +12.0% 996 $582K
Renaissance Investment Group LLC 0.12% Reduce -1.5% 996 $582K
Values Added Financial LLC 0.37% Add +3.6% 995 $582K
Chicago Capital, LLC 0.02% Reduce -16.6% 995 $582K
World Equity Group, Inc. 0.21% Add +9.8% 993 $580K
Genesee Capital Advisors, LLC 0.28% Add +1.9% 990 $579K
New Potomac Partners, LLC 0.30% No change 989 $579K
Palmer Knight Co 0.25% No change 985 $576K
Sandy Cove Advisors, LLC 0.23% Add +3.6% 985 $576K
Bruce G. Allen Investments, LLC 0.45% Reduce -1.1% 984 $575K
FWG Investments, LLC. 0.50% Add +17.1% 984 $575K
Washburn Capital Management, Inc. 0.41% Reduce -8.6% 982 $574K
Integral Investment Advisors, Inc. 0.16% Add +15.7% 981 $573K
Aldebaran Financial Inc. 0.67% No change 978 $572K
Amplius Wealth Advisors, LLC 0.06% Add +3.3% 978 $572K
Old Port Advisors 0.16% Add +3.5% 976 $571K
Hodges Capital Management Inc. 0.04% No change 975 $570K
Orser Capital Management, LLC 0.41% Add +3.7% 973 $569K
Consilio Wealth Advisors, LLC 0.23% Add +32.9% 973 $569K
Goldstone Financial Group, LLC 0.10% Add +27.3% 966 $565K
Blackston Financial Advisory Group, LLC 0.29% Add +76.0% 963 $564K
Collective Family Office LLC 0.15% Reduce -18.1% 958 $560K
SYM FINANCIAL Corp 0.07% Add +20.8% 957 $559K
Elite Wealth Management, Inc. 0.13% Add +13.7% 956 $559K
KOM Wealth Management Group, LLC 0.47% Add +0.4% 954 $558K
Discipline Wealth Solutions, LLC 0.29% New 954 $558K
Global Financial Private Client, LLC 0.22% Add +20.3% 953 $557K
Cheviot Value Management, LLC 0.10% Reduce -0.5% 951 $556K
Pettyjohn, Wood & White, Inc. 0.10% No change 951 $556K
Philadelphia Trust Co. 0.04% Add +20.7% 951 $556K
Bright Futures Wealth Management, LLC. 0.27% Reduce -0.7% 984 $554K
Founders Financial Alliance, LLC 0.15% Add +4.2% 945 $553K
Van Strum & Towne Inc. 0.19% No change 945 $553K
Creative Financial Designs Inc. 0.05% Add +1.6% 944 $552K
Park Edge Advisors, LLC 0.16% Reduce -31.8% 944 $552K
D.B. Root & Company, LLC 0.18% Reduce -1.8% 943 $551K
WealthPlan Investment Management, LLC 0.06% Add +32.4% 941 $550K
Lion Street Advisors, LLC 0.19% Add +1.6% 941 $550K
Greenwood Gearhart LLC 0.05% Reduce -2.0% 941 $550K
Seelaus Asset Management LLC 0.51% No change 937 $548K
Acorn Financial Advisory Services Inc. 0.10% Add +92.4% 935 $547K
Abel Hall, LLC 0.36% Add +9.8% 933 $546K
Red Wave Investments LLC 0.19% Reduce -1.2% 931 $544K
Security National Bank of So Dak 0.30% No change 930 $544K
Matisse Capital 0.26% No change 930 $544K
State of Wyoming 0.08% Reduce -4.6% 929 $543K
Linscomb Wealth, Inc. 0.03% Reduce -11.9% 928 $543K
Aletheian Wealth Advisors LLC 0.32% Reduce -63.9% 926 $542K
Heritage Wealth Management, Inc. 0.49% Add +1.5% 926 $541K
Eubel Brady & Suttman Asset Management Inc. 0.08% Reduce -1.4% 925 $541K
Klingenstein Fields & Co. LP 0.02% No change 925 $541K
Vista Investment Partners LLC 0.17% Reduce -3.1% 924 $540K
Cadent Capital Advisors, LLC 0.18% New 922 $539K
New England Capital Financial Advisors LLC 0.28% No change 919 $537K
Barrett & Company, Inc. 0.23% No change 919 $537K
Cascade Financial Partners, LLC 0.07% Add +5.6% 939 $535K
Kintra Wealth, LLC 0.36% Reduce -28.1% 915 $535K
Etesian Wealth Advisors, Inc. 0.24% Reduce -2.3% 913 $534K
McGowan Group Asset Management, Inc. 0.07% Add +1.1% 910 $532K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -0.9% 900 $532K
Cascade Investment Group, Inc. 0.39% No change 910 $532K
VitalStone Financial, LLC 0.36% Add +1197.1% 908 $531K
Altus Wealth Group LLC 0.23% Add +0.9% 908 $531K
Drake & Associates, LLC 0.17% Add +34.6% 906 $530K
Towerpoint Wealth, LLC 0.25% No change 905 $529K
Braun-Bostich & Associates Inc. 0.37% Add +14.6% 903 $528K
Satovsky Asset Management LLC 0.12% Add +1.9% 903 $528K
Luts & Greenleigh Group, Inc. 0.51% Add +12.2% 900 $526K
EHP Funds Inc. 0.37% New 900 $526K
Cynosure Group, LLC 0.08% Reduce -61.0% 897 $525K
Legacy Trust 0.12% Add +7.1% 895 $523K
Omnia Family Wealth, LLC 0.22% Add +14.3% 894 $523K
BlackDiamond Wealth Management, LLC 0.32% Add +16.6% 850 $522K
Sutton Place Investors LLC 0.32% Add +10.8% 893 $522K
Albert D Mason Inc. 0.33% Add +0.6% 891 $521K
Trek Financial, LLC 0.04% Reduce -28.0% 890 $520K
Optivise Advisory Services LLC 0.27% Reduce -0.5% 889 $520K
Fi3 FINANCIAL ADVISORS, LLC 0.21% Add +15.2% 889 $520K
Strengthening Families & Communities, LLC 0.13% Reduce -24.4% 889 $520K
Watts Gwilliam & Co., LLC 0.11% — 891 $518K
Holistic Financial Partners 0.25% Reduce -13.5% 886 $518K
Columbia Asset Management 0.09% Add +9.4% 887 $518K
Quantum Portfolio Management LLC 0.28% Add +119.3% 884 $517K
Mayport, LLC 0.17% Reduce -2.8% 884 $517K
Western Pacific Wealth Management, LP 0.34% Reduce -3.0% 883 $516K
Chesapeake Capital Corp. 0.47% New 883 $516K
waypoint wealth counsel 0.35% Add +18.7% 882 $516K
Lynx Investment Advisory 0.37% Add +7.2% 880 $514K
Rosenberg Matthew Hamilton 0.13% Add +3.7% 878 $514K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -18.5% 874 $511K
Paradigm, Strategies in Wealth Management, LLC 0.33% Add +24.1% 871 $509K
Tidemark, LLC 0.21% Add +0.1% 869 $508K
Centennial Bank 0.23% No change 869 $508K
Lanham O'Dell & Company, Inc. 0.29% No change 869 $508K
Meridian Wealth Partners, LLC 0.08% Add +0.3% 869 $508K
Birch Hill Investment Advisors LLC 0.02% Add +18.7% 869 $508K
Financial & Tax Architects, LLC 0.13% No change 868 $508K
Mustard Seed Financial, LLC 0.42% No change 865 $506K
Stonekeep Investments, LLC 0.39% Add +0.8% 863 $505K
Tempus Wealth Planning, LLC 0.18% Add +9.9% 862 $504K
Cooper/Haims Advisors, LLC 0.28% Reduce -1.4% 860 $503K
Horizon Wealth Management, LLC 0.10% Add +0.1% 857 $501K
Trilogy Capital Inc. 0.03% Add +6.3% 857 $501K
Fairview Capital Investment Management, LLC 0.03% No change 856 $500K
Dogwood Wealth Management LLC 0.29% Add +5.7% 854 $499K
Cannon Wealth Management Services, LLC 0.46% — 854 $499K
Juncture Wealth Strategies, LLC 0.19% No change 853 $499K
Bank Ozk 0.21% Add +2.2% 853 $499K
Pasadena Private Wealth, LLC 0.11% Add +0.3% 851 $497K
Liberty Wealth Management LLC 0.08% Reduce -82.9% 849 $497K
Security Financial Services, INC. 0.10% Add +36.4% 850 $497K
Birchcreek Wealth Management, LLC 0.32% Reduce -2.1% 848 $496K
Seamount Financial Group Inc. 0.37% No change 847 $495K
West Wealth Group, LLC 0.16% Add +1.8% 845 $494K
Bulltick Wealth Management, LLC 0.12% Reduce -95.0% 845 $494K
Sharkey, Howes & Javer 0.07% Add +41.4% 844 $493K
Cairn Investment Group, Inc. 0.27% No change 841 $492K
Walkner Condon Financial Advisors LLC 0.10% Add +8.8% 841 $492K
JGP Wealth Management, LLC 0.06% Add +12.2% 840 $491K
360 Financial, Inc. 0.18% Add +1.4% 838 $490K
Allstate Corp. 0.05% Reduce -72.9% 836 $489K
Tandem Wealth Advisors LLC 0.25% Add +6.8% 834 $488K
Aviso Wealth Management 0.26% Add +6.5% 834 $488K
Bank of Marin 0.39% Reduce -0.2% 833 $487K
One Day In July LLC 0.05% Add +11.1% 833 $487K
Beaton Management Co. Inc. 0.25% No change 831 $486K
Clare Market Investments LLC 0.13% Reduce -6.8% 829 $485K
Financial Council, LLC 0.25% No change 827 $484K
Rothschild Wealth LLC 0.14% Add +23.5% 826 $483K
Exchange Bank 0.39% No change 825 $482K
Jmac Enterprises LLC 0.08% Add +2.2% 823 $481K
Symphony Financial Services, Inc. 0.41% Add +21.3% 1,032 $480K
Cherrydale Wealth Management, LLC 0.20% Add +4.9% 820 $479K
Veery Capital, LLC 0.18% No change 819 $479K
Benin Management CORP 0.13% No change 819 $479K
Greenland Capital Management LP 0.09% No change 819 $479K
Walker Asset Management, LLC 0.30% Add +0.3% 818 $478K
Washington Trust Advisors, Inc. 0.04% Reduce -20.4% 818 $478K
Centennial Wealth Advisory LLC 0.19% Add +11.2% 816 $477K
Cherry Tree Wealth Management, LLC 0.11% No change 815 $476K
Meeder Asset Management Inc. 0.03% Reduce -82.7% 814 $476K
Reynders McVeigh Capital Management, LLC 0.03% Add +6.8% 812 $475K
ETF Portfolio Partners, Inc. 0.14% No change 809 $473K
Objective Capital Management, LLC 0.28% — 807 $472K
Shulman DeMeo Asset Management LLC 0.12% Add +0.4% 807 $472K
Cary Street Partners Asset Management LLC 0.06% Add +4.7% 803 $470K
REDW Wealth LLC 0.12% Reduce -8.8% 802 $469K
Elevated Capital Advisors, LLC 0.12% New 801 $469K
One Wealth Map LLC 0.28% Reduce -0.9% 840 $467K
Voisard Asset Management Group, Inc. 0.19% Add +9.2% 798 $467K
Sharp Wealth Advisory, LLC 0.36% Reduce -3.9% 797 $466K
Indiana Trust & Investment Management Co 0.16% No change 796 $465K
Redwood Investment Management, LLC 0.04% Reduce -80.2% 795 $465K
Atticus Wealth Management, LLC 0.15% Add +4.1% 794 $464K
Trust Co 0.06% Reduce -18.5% 794 $464K
Commonwealth Financial Services, LLC 0.09% Add +9.5% 795 $464K
Family Firm, Inc. 0.10% Add +14.1% 793 $464K
Clark Financial Services Group Inc. 0.42% Add +1.4% 793 $464K
BlueChip Wealth Advisors LLC 0.24% Add +6.2% 792 $463K
Staley Capital Advisers Inc. 0.02% Reduce -15.9% 790 $462K
Verus Capital Partners, LLC 0.05% Reduce -10.8% 790 $462K
Jackson Wealth Management, LLC 0.06% Add +21.4% 788 $461K
Byrne Asset Management LLC 0.32% Reduce -2.8% 787 $460K
Wendell David Associates Inc. 0.04% No change 787 $460K
Grassi Investment Management 0.04% Reduce -11.3% 785 $459K
Global Strategic Investment Solutions, LLC 0.05% Add +4.3% 783 $458K
Kinloch Capital, LLC 0.22% Add +1.2% 783 $458K
Regatta Capital Group, LLC 0.09% Reduce -6.0% 782 $457K
Family Manage LLC 0.08% Reduce -3.6% 779 $455K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 778 $455K
Ascentis Wealth Management, LLC 0.17% — 776 $454K
Private Capital Management LLC 0.08% Reduce -20.9% 776 $454K
Octavia Wealth Advisors, LLC 0.06% Reduce -6.5% 776 $454K
Balentine LLC 0.02% No change 774 $453K
Continuum Wealth Advisors, LLC 0.24% No change 772 $451K
Garrison Asset Management, LLC 0.23% No change 771 $451K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Reduce -1.3% 769 $450K
Atwood & Palmer Inc. 0.03% No change 765 $447K
LWM Advisory Services, LLC 0.33% New 764 $447K
CapWealth Advisors, LLC 0.05% Add +42.9% 763 $446K
Brooks, Moore & Associates, Inc. 0.26% No change 762 $446K
Red Lighthouse Investment Management, LLC 0.17% No change 761 $445K
Alpine Woods Capital Investors, LLC 0.08% No change 710 $444K
McAdam, LLC 0.02% Add +25.4% 759 $444K
Marathon Mission, Inc. 0.31% Reduce -5.8% 759 $444K
Bernardo Wealth Planning LLC 0.11% Add +0.5% 783 $443K
ProVise Management Group, LLC 0.04% Reduce -6.9% 756 $442K
Northwest Wealth Management, LLC 0.10% No change 755 $441K
Canandaigua National Trust Co of Florida 0.38% — 754 $441K
Gray Wealth Management Inc. 0.17% Add +1.5% 751 $439K
Cannon Advisors, Inc. 0.36% — 754 $439K
Nixon Peabody Trust Co. 0.04% Reduce -40.0% 750 $439K
Taylor & Morgan Wealth Management, LLC 0.29% Reduce -3.1% 749 $438K
Bangor Savings Bank 0.04% Reduce -4.5% 748 $438K
Creekmur Asset Management LLC 0.10% Add +6.4% 748 $437K
Insight Folios Inc 0.16% Reduce -19.1% 746 $436K
GSG Advisors LLC 0.14% Add +14.4% 746 $435K
RTD Financial Advisors, Inc. 0.06% Add +6.4% 744 $435K
Ritter Daniher Financial Advisory LLC / DE 0.13% No change 743 $434K
Kaydan Wealth Management, Inc. 0.13% Reduce -4.0% 743 $434K
Westshore Wealth, LLC 0.18% No change 740 $433K
Boston Research & Management Inc. 0.10% No change 740 $433K
Lansing Street Advisors 0.16% Add +3.4% 739 $432K
Brogan Financial, Inc. 0.25% Add +3.5% 739 $432K
Element Wealth, LLC 0.23% Reduce -0.1% 738 $432K
Ariadne Wealth Management, LP 0.23% Reduce -10.7% 713 $432K
Arbor Investment Advisors, LLC 0.06% No change 738 $431K
Forefront Analytics, LLC 0.20% Reduce -16.4% 733 $431K
Baron Silver Stevens Financial Advisors, LLC 0.07% Add +7.3% 735 $430K
Biltmore Family Office, LLC 0.07% Add +32.0% 735 $430K
Baker Ellis Asset Management LLC 0.06% Add +7.3% 734 $429K
Investmark Advisory Group LLC 0.21% Add +1.9% 731 $427K
First United Bank & Trust 0.15% Reduce -15.6% 730 $427K
Worth Financial Advisory Group, LLC 0.25% Reduce -1.1% 728 $426K
BlueSky Wealth Advisors, LLC 0.07% No change 728 $426K
Marino, Stram & Associates LLC 0.09% Add +1.1% 726 $424K
New England Research & Management, Inc. 0.20% Reduce -87.5% 723 $423K
Emerald Advisors, LLC 0.06% Reduce -0.1% 742 $422K
Narus Financial Partners, LLC 0.15% No change 722 $422K
Signet Financial Management, LLC 0.05% Add +0.1% 722 $422K
Paragon Capital Management LLC 0.22% Add +2.9% 721 $422K
Two Sigma Securities, LLC 0.03% Reduce -97.1% 721 $422K
Citizens & Northern Corp. 0.13% No change 719 $420K
American Financial Advisors, LLC 0.06% Reduce -1.4% 717 $419K
Gallagher Fiduciary Advisors, LLC 0.08% Reduce -16.7% 717 $419K
Merriman Wealth Management, LLC 0.02% Add +0.7% 710 $415K
Campbell & CO Investment Adviser LLC 0.03% Reduce -47.1% 710 $415K
Bath Savings Trust Co 0.04% Reduce -0.3% 709 $415K
Laffer Tengler Investments, Inc. 0.10% Reduce -3.4% 707 $413K
Avaii Wealth Management, LLC 0.21% Reduce -7.7% 706 $413K
Brown Capital Management LLC 0.01% Reduce -2.2% 706 $413K
Westmount Partners, LLC 0.12% Reduce -2.4% 706 $413K
Hobbs Group Advisors, LLC 0.15% Add +8.8% 705 $412K
Gemmer Asset Management LLC 0.04% Add +1.4% 702 $410K
Fortem Financial Group, LLC 0.17% Add +1.7% 701 $410K
Barnes Pettey Financial Advisors, LLC 0.33% Reduce -4.8% 700 $409K
Gibraltar Capital Management, Inc. 0.18% New 700 $409K
Lafayette Investments, Inc. 0.09% Reduce -24.3% 700 $409K
Financial Planning & Information Services, Inc. 0.06% Reduce -5.3% 699 $409K
PARUS FINANCE (UK) Ltd 0.13% New 699 $409K
AlphaStar Capital Management, LLC 0.03% Add +3.3% 698 $408K
Hazlett, Burt & Watson, Inc. 0.19% Reduce -1.4% 695 $408K
Index Fund Advisors, Inc. 0.02% No change 697 $408K
Verde Capital Management 0.12% Reduce -13.7% 694 $406K
Forza Wealth Management, LLC 0.18% Add +26.6% 690 $403K
Shilanski & Associates, Inc. 0.13% Add +1.2% 690 $403K
Orion Capital Management LLC 0.20% No change 689 $403K
Aft, Forsyth & Company, Inc. 0.20% Reduce -1.6% 688 $402K
4J Wealth Management LLC 0.31% No change 688 $402K
Seldon Capital LP 0.23% No change 687 $402K
Emergent Wealth Advisors, LLC 0.30% Reduce -5.9% 684 $400K
CWS Financial Advisors, LLC 0.14% No change 684 $400K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -25.6% 684 $400K
New World Advisors LLC 0.10% Reduce -5.0% 683 $399K
Milestone Asset Management, LLC 0.09% Reduce -92.8% 681 $398K
Sustainable Insight Capital Management, LLC 0.18% Reduce -12.8% 681 $398K
TFC Financial Management, Inc. 0.06% Add +8.1% 679 $397K
Baxter Bros Inc. 0.05% Reduce -37.1% 678 $396K
Sax Wealth Advisors, LLC 0.04% Add +49.8% 677 $396K
Indie Asset Partners, LLC 0.30% Add +0.1% 676 $395K
Brass Tax Wealth Management, Inc. 0.08% Add +0.1% 674 $394K
Capstone Financial Advisors, Inc. 0.02% Add +1.2% 674 $394K
Flaharty Asset Management, LLC 0.06% No change 674 $394K
Newton One Investments LLC 0.16% Add +0.5% 674 $394K
Williams & Novak, LLC 0.37% No change 672 $393K
Charles Schwab Trust Co 0.03% Reduce -42.6% 672 $393K
Cottonwood Capital Advisors, LLC 0.29% Reduce -2.6% 670 $392K
Crown Wealth Group, LLC 0.17% Reduce -3.2% 670 $391K
Talisman Wealth Advisors LLC 0.41% No change 672 $391K
Southeast Asset Advisors, LLC 0.04% Add +0.1% 669 $391K
Zhang Financial LLC 0.02% Add +18.1% 667 $390K
Zimmermann Investment Management & Planning LLC 0.12% Reduce -18.7% 667 $390K
IMZ Advisory Inc 0.18% Add +9.5% 659 $390K
Dentgroup LLC 0.29% Reduce -1.9% 666 $389K
Yeomans Consulting Group, Inc. 0.15% Add +0.8% 664 $388K
Aufman Associates Inc 0.25% Add +4.8% 662 $387K
O'Brien Greene & Co. Inc 0.12% Reduce -9.3% 662 $387K
Syverson Strege & Co 0.13% Reduce -47.9% 662 $387K
Caitlin John, LLC 0.25% Reduce -58.6% 638 $387K
Lakeshore Financial Planning, Inc. 0.17% Add +6.1% 660 $386K
Disciplined Equity Management, Inc. 0.24% No change 660 $386K
Mystic Asset Management, Inc. 0.15% No change 660 $386K
TCFG Wealth Management, LLC 0.19% — 659 $385K
Independent Family Office, LLC 0.19% Add +31.0% 655 $385K
Wetzel Investment Advisors, Inc. 0.19% Add +30.9% 657 $384K
SJS Investment Consulting Inc. 0.07% No change 657 $384K
Custos Family Office, LLC 0.14% Add +0.1% 655 $383K
Greatmark Investment Partners, Inc. 0.05% Reduce -1.5% 655 $383K
Mascoma Wealth Management LLC 0.10% Reduce -7.4% 654 $382K
Landaas & Co. /Wi 0.11% Reduce -2.7% 653 $382K
Evanson Asset Management, LLC 0.03% No change 648 $379K
LBMC Investment Advisors, LLC 0.03% No change 647 $378K
Union Savings Bank 0.19% Add +3.4% 647 $378K
Ironsides Asset Advisors, LLC 0.11% No change 646 $378K
Physician Wealth Advisors, Inc. 0.07% Reduce -4.2% 679 $378K
Tower View Wealth Management LLC 0.21% Reduce -93.1% 644 $377K
Wealth Dimensions Group, Ltd. 0.10% Add +0.9% 644 $376K
Kelman-Lazarov, Inc. 0.06% No change 642 $375K
NDVR, Inc. 0.38% Reduce -2.3% 644 $375K
Rise Advisors, LLC 0.18% Reduce -8.3% 639 $374K
McIlrath & Eck, LLC 0.05% Add +8.2% 635 $371K
International Private Wealth Advisors LLC 0.54% New 634 $371K
Alliance Wealth Advisors, LLC 0.21% Add +9.5% 633 $370K
AJ Advisors, LLC 0.19% Add +6.2% 633 $370K
Willis Johnson & Associates, Inc. 0.03% Add +8.2% 632 $370K
Francis Financial, Inc. 0.10% Add +7.1% 630 $368K
Endowment Wealth Management, Inc. 0.24% Reduce -1.3% 629 $368K
Stephenson & Company, Inc. 0.25% No change 629 $368K
Private Client Services, LLC 0.20% Add +1.6% 627 $367K
Seed Wealth Management, Inc. 0.29% No change 627 $367K
Blue Barn Wealth, LLC 0.19% Reduce -0.9% 627 $367K
Oldfather Financial Services, LLC 0.14% Add +2.5% 627 $367K
Bridge Advisory, LLC 0.17% Add +2.3% 625 $366K
Winch Advisory Services, LLC 0.10% Add +2.3% 624 $365K
Sittner & Nelson, LLC 0.16% No change 624 $365K
CJM Wealth Advisers, Ltd. 0.13% Add +5.9% 624 $365K
Crumly & Associates Inc. 0.10% Add +0.5% 623 $364K
West Bancorporation Inc. 0.24% Add +2.5% 621 $363K
Vista Capital Partners, Inc. 0.04% Reduce -3.3% 618 $361K
Frazier Financial Advisors, LLC 0.28% Reduce -3.9% 617 $361K
Acorn Creek Capital LLC 0.19% Add +33.3% 616 $360K
Malaga Cove Capital, LLC 0.14% No change 615 $360K
Ariston Services Group 0.31% Add +26.9% 613 $358K
Element Pointe Advisors, LLC 0.09% No change 612 $358K
Tortoise Investment Management, LLC 0.04% Add +24.7% 611 $357K
Verity Asset Management, Inc. 0.13% Add +0.3% 611 $357K
Client 1ST Advisory Group, LLC 0.14% Reduce -14.6% 610 $357K
Xcel Wealth Management, LLC 0.11% No change 610 $357K
BIP Wealth, LLC 0.02% Add +51.0% 610 $357K
Carr Financial Group Corp 0.11% Add +5.3% 610 $357K
Kohmann Bosshard Financial Services, LLC 0.04% Add +1.3% 608 $355K
Olistico Wealth, LLC 0.22% Add +1.2% 607 $355K
McDaniel Terry & Co. 0.03% No change 608 $355K
Legacy Financial Strategies, LLC 0.08% Add +4.5% 607 $355K
AlphaCore Capital LLC 0.08% Add +28.7% 606 $354K
Fermata Advisors, LLC 0.07% Add +13.9% 605 $354K
Coerente Capital Management 0.07% No change 605 $354K
Sterling Group Wealth Management, LLC 0.19% No change 604 $353K
Twin Peaks Wealth Advisors, LLC 0.16% Add +23.3% 603 $353K
Peninsula Wealth, LLC 0.06% Add +10.0% 617 $353K
Warwick Investment Management, Inc. 0.08% Add +13.4% 602 $352K
Compass Ion Advisors, LLC 0.04% Add +5.6% 601 $351K
Teamwork Financial Advisors, LLC 0.05% Reduce -6.8% 598 $350K
Alpine Bank Wealth Management 0.06% — 598 $350K
Tobias Financial Advisors, Inc. 0.07% Add +2.0% 597 $349K
Rollins Financial Advisors, LLC 0.06% Add +13.3% 597 $349K
Warther Private Wealth, LLC 0.12% Reduce -42.8% 596 $348K
Heartwood Wealth Advisors LLC 0.04% Reduce -4.5% 596 $348K
Howard Wealth Management, LLC 0.20% Reduce -0.8% 595 $348K
Von Berge Wealth Management Group, LLC 0.22% Reduce -11.5% 583 $348K
Towne Trust Company, N.A 0.13% No change 595 $348K
Covestor Ltd 0.22% Reduce -9.2% 594 $347K
M. Kraus & Co 0.10% Reduce -8.1% 593 $347K
One Charles Private Wealth Services, LLC 0.13% No change 592 $346K
VestGen Investment Management 0.10% Add +50.6% 592 $346K
Truvestments Capital LLC 0.09% Add +13.0% 591 $346K
Peak Planning Group, LLC 0.15% Reduce -3.6% 591 $345K
Fort Sheridan Advisors LLC 0.05% New 590 $345K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -9.0% 588 $344K
Promethium Advisors,llc 0.24% — 588 $344K
Oxbow Advisors, LLC 0.04% Add +38.4% 587 $343K
Concentric Wealth Management, LLC 0.08% Reduce -10.7% 587 $343K
Curran Financial Partners, LLC 0.10% Add +1.2% 584 $342K
Probity Advisors, Inc. 0.07% Reduce -1.4% 584 $341K
Hillsdale Investment Management Inc. 0.03% Reduce -6.1% 584 $341K
Howard Capital Management Group, LLC 0.02% New 584 $341K
Balefire, LLC 0.12% Reduce -1.7% 583 $341K
Northstar Group, Inc. 0.06% No change 583 $341K
Meridian Financial Advisors, LLC 0.23% No change 583 $341K
Woodstock Corp. 0.03% Reduce -2.8% 583 $341K
OMNI 360 Wealth, Inc. 0.23% Add +6.6% 581 $340K
Dash Acquisitions Inc. 0.08% Reduce -6.7% 602 $340K
Clarity Wealth Advisors, LLC 0.10% Add +12.6% 581 $340K
Cyrus J. Lawrence, LLC 0.07% Reduce -5.7% 581 $339K
Echo45 Advisors LLC 0.22% Reduce -5.8% 581 $339K
MBA Advisors LLC 0.16% Reduce -1.2% 579 $339K
V2 Financial group LLC 0.22% Reduce -4.2% 578 $338K
Focused Wealth Management, Inc 0.05% Add +9.5% 577 $337K
Wintrust Investments LLC 0.25% Reduce -89.6% 576 $336K
1858 Wealth Management, LLC 0.28% No change 574 $336K
CSM Advisors, LLC 0.02% Add +18.9% 572 $335K
Waterway Wealth Management, LLC 0.14% Add +7.7% 571 $334K
Hamilton Wealth, LLC 0.08% Reduce -31.2% 571 $334K
Rooted Wealth Advisors, Inc. 0.15% New 571 $333K
Aspen Investment Management Inc 0.15% Reduce -13.7% 568 $332K
LVZ, Inc. 0.04% No change 568 $332K
Standard Family Office LLC 0.40% No change 567 $332K
Sage Investment Advisers LLC 0.35% Add +39.1% 566 $331K
SFE Investment Counsel 0.07% No change 565 $330K
TruWealth Advisors, LLC 0.02% Reduce -8.3% 564 $330K
Elite Life Management LLC 1.08% Add +2.4% 564 $330K
Lakewood Asset Management LLC 0.22% Add +0.2% 563 $329K
Motive Wealth Advisors 0.20% No change 645 $328K
Accel Wealth Management 0.12% Reduce -12.5% 561 $328K
Wedgewood Investors Inc. 0.36% Reduce -5.1% 561 $328K
Paces Ferry Wealth Advisors, LLC 0.19% Add +4.5% 561 $328K
Pacific Global Investment Management Co. 0.06% No change 560 $327K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -14.4% 560 $327K
Legacy Financial Group, Inc. 0.11% Add +28.4% 578 $326K
Keystone Wealth Services, LLC 0.09% New 557 $326K
Skyline Advisors, Inc. 0.13% Add +9.0% 557 $326K
Burke & Herbert Bank & Trust Co. 0.08% No change 556 $325K
Axiom Financial Strategies, LLC 0.17% New 555 $324K
G2 Capital Management, LLC / Oh 0.10% Add +0.4% 555 $324K
Avalon Capital Management 0.10% Add +20.2% 554 $324K
Alesco Advisors, LLC, An ESL Co 0.01% Add +4.1% 554 $324K
Barry Investment Advisors, LLC 0.10% No change 552 $323K
Convergence Financial, LLC 0.07% Add +24.9% 552 $323K
Hamilton Capital, LLC 0.02% Add +5.3% 572 $323K
Provenance Wealth Advisors, LLC 0.04% Reduce -2.3% 551 $322K
Breed's Hill Capital LLC 0.26% Add +5.0% 551 $322K
Mainsail Asset Management, LLC 0.24% No change 550 $322K
Magnolia Wealth Management, LLC 0.23% No change 550 $322K
Legacy Wealth Management, LLC 0.02% New 550 $322K
First Citizens Financial Corp 0.17% Add +2.2% 549 $321K
Clark Asset Management, LLC 0.07% New 546 $319K
Laurel Wealth Planning LLC 0.21% No change 545 $319K
Lodestar Private Asset Management LLC 0.04% Add +0.6% 545 $319K
Blue Investment Partners LLC 0.13% No change 545 $319K
Jacobs Levy Equity Management, Inc. 0.00% New 545 $319K
Cambridge Financial Group, LLC 0.13% No change 543 $317K
Matrix Private Capital Group LLC 0.18% No change 542 $317K
Greenspring Advisors, LLC 0.07% New 542 $317K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -13.6% 541 $316K
First Personal Financial Services 0.07% Add +1.9% 540 $316K
Napatree Capital LLC 0.22% Add +27.7% 540 $316K
Cypress Financial Planning LLC 0.12% Add +0.4% 539 $315K
Acima Private Wealth, LLC 0.11% No change 538 $315K
WD Rutherford LLC 0.15% Reduce -67.2% 537 $314K
Elevatus Welath Management 0.10% Add +14.5% 537 $314K
Sachetta, LLC 0.12% Add +17.3% 537 $314K
Oakwell Private Wealth Management, LLC 0.09% Reduce -2.7% 536 $313K
United Bank 0.04% No change 536 $313K
Diligent Investors, LLC 0.07% Reduce -3.6% 535 $313K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.12% Reduce -73.5% 535 $313K
Saxony Capital Management, LLC 0.29% Add +0.8% 534 $312K
Crew Capital Management, Ltd 0.25% No change 531 $310K
Industrial Alliance Investment Management Inc. 0.16% Reduce -8.4% 531 $310K
Intrepid Capital Management Inc. 0.17% No change 528 $309K
Advisor Resource Council 0.14% New 527 $308K
Kraft Asset Management, LLC 0.24% Reduce -3.5% 527 $308K
Garde Capital, Inc. 0.02% Reduce -38.6% 526 $308K
LifeSteps Financial, Inc. 0.24% No change 526 $308K
Sentry LLC 0.06% No change 525 $307K
Peddock Capital Advisors, LLC 0.07% No change 524 $306K
SK Wealth Management, LLC 0.16% — 601 $306K
Houlihan Financial Resource Group, Ltd. 0.13% No change 524 $306K
Sandbox Financial Partners, LLC 0.11% Reduce -9.4% 518 $303K
RW Investment Management LLC 0.04% No change 515 $301K
Stewardship Advisors, LLC 0.09% New 515 $301K
NovaPoint Capital, LLC 0.09% No change 514 $301K
Investment Advisory Group, LLC 0.10% Add +6.0% 512 $299K
Grey Ledge Advisors, LLC 0.08% No change 511 $299K
Curated Wealth Partners LLC 0.04% Add +12.6% 510 $298K
Legacies Wealth LLC 0.24% Reduce -5.2% 510 $298K
Horizon Financial Services, LLC 0.18% Reduce -39.5% 509 $298K
MAS Advisors LLC 0.63% No change 508 $297K
Pavion Blue Capital, LLC 0.14% Reduce -1.9% 508 $297K
Willow Creek Wealth Management Inc. 0.03% Add +3.5% 508 $297K
Eagle Strategies LLC 0.05% Reduce -8.8% 508 $297K
Carrera Capital Advisors 0.07% Reduce -4.9% 506 $296K
High Probability Advisors, LLC 0.05% Reduce -0.6% 506 $296K
Team Financial Group, LLC 0.18% Reduce -7.7% 505 $295K
Taylor Financial Group, Inc. 0.20% No change 505 $295K
Select Asset Management & Trust 0.11% No change 504 $295K
Wharton Business Group, LLC 0.01% No change 504 $295K
Destination Wealth Management 0.01% New 504 $295K
Bantamac Capital, LLC 0.14% Add +2.0% 503 $294K
Dearborn Partners LLC 0.01% New 503 $294K
N.E.W. Advisory Services LLC 0.03% No change 501 $293K
Samjo Management, LLC 0.10% No change 500 $292K
CM Wealth Advisors LLC 0.09% Add +7.5% 500 $292K
NJ State Employees Deferred Compensation Plan 0.03% No change 500 $292K
BBR Partners, LLC 0.02% Reduce -27.9% 500 $292K
EPG Wealth Management LLC 0.07% Add +0.0% 499 $292K
WealthPLAN Partners, LLC 0.04% Reduce -4.6% 499 $292K
Wealthcare Capital Management LLC 0.03% Add +1.0% 499 $292K
Brave Warrior Advisors 0.01% Reduce -18.2% 499 $292K
Rockingstone Advisors LLC 0.14% New 497 $291K
Weil Company, Inc. 0.09% New 495 $289K
Orgel Wealth Management, LLC 0.01% Reduce -3.5% 495 $289K
Eaton-Cambridge Inc. 0.14% Add +3.4% 494 $289K
jvl associates llc 0.11% Add +5.1% 492 $288K
Manchester Financial Inc. 0.06% No change 491 $287K
NorthStar Asset Management LLC 0.19% Reduce -5.2% 490 $286K
PCA Investment Advisory Services Inc. 0.13% Add +19.3% 489 $286K
Financial Partners Group, Inc 0.04% Reduce -1.8% 489 $286K
Accelerate Investment Advisors LLC 0.28% — 488 $285K
Mb, Levis & Associates, LLC 0.14% Add +0.2% 487 $284K
Laurel Wealth Advisors LLC 0.05% Add +18.8% 486 $284K
Parthenon LLC 0.03% New 486 $284K
Phillips Financial Management, LLC 0.02% Add +2.1% 486 $284K
Harris Associates (Oakmark Funds) 0.00% Add +15.7% 486 $284K
LPWM LLC 0.09% No change 479 $284K
Key Client Fiduciary Advisors, LLC 0.13% Add +14.1% 485 $284K
WestHill Financial Advisors, Inc. 0.06% Add +11.8% 485 $284K
Bell Investment Advisors, Inc 0.05% Add +6.1% 485 $284K
Foundry Partners, LLC 0.01% Reduce -5.8% 485 $284K
Capital Advisors Wealth Management, LLC 0.05% Add +2.1% 485 $283K
Integris Wealth Management, LLC 0.08% No change 484 $283K
Vicus Capital 0.03% Reduce -75.9% 483 $282K
Kuhn & Co Investment Counsel 0.24% Reduce -8.5% 483 $282K
Cutter & CO Brokerage, Inc. 0.06% Reduce -30.0% 482 $282K
Cohen & Steers, Inc. 0.00% Add +1.9% 482 $282K
Wick Capital Partners, LLC 0.09% No change 481 $281K
Addison Advisors LLC 0.08% Add +12.9% 480 $281K
Affinity Capital Advisors, LLC 0.05% No change 473 $277K
Semanteon Capital Management, LP 0.19% Reduce -80.8% 472 $276K
Embree Financial Group 0.05% Add +1.3% 472 $276K
Hillman Capital Management, Inc. 0.09% No change 471 $275K
Summitry LLC 0.01% New 470 $275K
Gallacher Capital Management LLC 0.13% Reduce -4.5% 470 $275K
Redwood Financial Network Corp 0.21% Reduce -21.8% 470 $275K
Sage Private Wealth Group, LLC 0.22% Reduce -5.1% 469 $274K
Tuttle Capital Management, LLC 1.49% Add +14.7% 469 $274K
FSC Wealth Advisors, LLC 0.20% Add +33.6% 469 $274K
Foster Dykema Cabot & Partners, LLC 0.02% Add +942.2% 469 $274K
Private Capital Management, LLC 0.03% No change 468 $274K
Headinvest, LLC 0.05% Reduce -1.1% 467 $273K
Scissortail Wealth Management, LLC 0.07% Reduce -98.6% 6 $272K
Cosner Financial Group, LLC 0.18% Add +0.2% 465 $272K
Briaud Financial Planning Inc 0.14% No change 466 $272K
Retirement Planning Co of New England, Inc. 0.14% Add +3.4% 463 $271K
Main Street Research LLC 0.02% New 463 $271K
Provident Wealth Management, LLC 0.09% Add +14.9% 463 $271K
Invictus Private Wealth, LLC 0.02% Reduce -11.1% 463 $271K
CBIZ Investment Advisory Services, LLC 0.01% Add +6.5% 462 $271K
Carroll Investors, Inc 0.18% Reduce -1.1% 464 $270K
Gray Private Wealth, LLC 0.16% Reduce -1.9% 462 $270K
LCNB Corp. 0.10% Reduce -2.1% 462 $270K
Barr E S & Co. 0.02% Add +7.2% 462 $270K
WFA of San Diego, LLC 0.23% Reduce -2.1% 461 $270K
MN Wealth Advisors, LLC 0.15% Reduce -15.4% 460 $269K
Phocas Financial Corp. 0.03% No change 460 $269K
Caxton Associates LP 0.01% New 460 $269K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% New 459 $269K
Fortitude Family Office, LLC 0.11% Add +51.0% 459 $268K
Massachusetts Wealth Management 0.17% No change 457 $267K
Ransom Advisory, Ltd 0.12% No change 457 $267K
Alkeme Wealth, LLC 0.12% Reduce -3.0% 455 $266K
Aberdeen Wealth Management LLC 0.17% Reduce -59.9% 455 $266K
Weaver Consulting Group 0.08% Reduce -8.5% 454 $265K
Legacy PCG, LLC 0.19% Reduce -28.9% 453 $265K
Triton Wealth Management, PLLC 0.15% Add +0.2% 453 $264K
Intelligence Driven Advisers, LLC 0.04% New 452 $264K
Beacon Capital Management, LLC 0.04% Add +63.2% 452 $264K
Destiny Wealth Partners, LLC 0.05% Reduce -3.6% 451 $264K
Country Trust Bank 0.01% No change 451 $264K
Raffa Wealth Management, LLC 0.06% Reduce -6.6% 451 $264K
Old Mission Investment Co LLC 0.08% Reduce -1.1% 450 $263K
Reliant Investment Management, LLC 0.12% Reduce -96.1% 450 $263K
Purus Wealth Management, LLC 0.11% No change 450 $263K
Smith Group Asset Management, LLC 0.02% No change 450 $263K
RAM Investment Partners, LLC 0.07% Add +5.6% 450 $263K
Apollon Financial, LLC 0.08% New 449 $263K
Tsfg, LLC 0.06% Add +16.3% 449 $262K
HWG Holdings LP 0.09% Add +8.5% 448 $262K
Roberts Financial Services LLC 0.05% Add +0.5% 447 $261K
Pacific Center for Financial Services 0.07% No change 445 $260K
New Perspectives, Inc 0.14% New 444 $260K
Old Second National Bank of Aurora 0.06% Reduce -0.9% 444 $260K
Pure Portfolios Holdings LLC 0.10% — 444 $259K
Vantage Financial Partners, LLC 0.06% New 441 $258K
Academy Capital Management 0.04% No change 441 $258K
Verition Fund Management LLC 0.00% Reduce -96.8% 439 $257K
WBH Advisory Inc. 0.02% No change 438 $256K
25 LLC 0.11% Add +5.3% 438 $256K
Muirfield Wealth Advisors LLC 0.22% New 437 $256K
Strategic Financial Concepts, LLC 0.08% Reduce -99.8% 437 $256K
Wolff Wiese Magana LLC 0.17% Add +16.3% 435 $254K
Roth Financial Partners LLC 0.10% No change 435 $254K
Wealthquest Corp 0.02% Reduce -1.8% 436 $254K
Shakespeare Wealth Management, LLC 0.07% Add +7.4% 435 $254K
Fortis Capital Advisors, LLC 0.08% Add +4.6% 434 $254K
Financial Freedom, LLC 0.13% Add +0.2% 434 $254K
Cora Capital Advisors LLC 0.12% No change 433 $253K
Wade Financial Advisory, Inc 0.09% Reduce -2.0% 433 $253K
BLB&B Advisors, LLC 0.01% Add +3.6% 433 $253K
Quartz Partners, LLC 0.16% — 432 $253K
KFA Private Wealth Group, LLC 0.12% New 430 $251K
Harvest Investment Services, LLC 0.08% New 429 $251K
Power Wealth Management LLC 0.11% New 428 $250K
TriaGen Wealth Management LLC 0.08% No change 428 $250K
Jacobs & Co. 0.03% New 429 $250K
Prio Wealth Limited Partnership 0.01% New 426 $249K
Betterment LLC 0.00% New 425 $248K
TPG Financial Advisors, LLC 0.11% Add +1.9% 424 $248K
Financial Avengers, Inc. 0.12% Add +2.4% 423 $248K
Advisory Resource Group 0.05% No change 423 $247K
Twin Focus Capital Partners, LLC 0.04% Reduce -34.8% 422 $247K
Synergy Financial Group, LTD 0.23% New 421 $246K
Wiser Wealth Management, Inc 0.07% New 421 $246K
Partners in Financial Planning 0.05% No change 421 $246K
Infrastructure Capital Advisors, LLC 0.04% Reduce -60.3% 421 $246K
Oliver Luxxe Assets LLC 0.04% Reduce -17.3% 420 $246K
Kaizen Financial Strategies 0.14% New 419 $245K
Hanson & Doremus Investment Management 0.04% Reduce -8.7% 419 $245K
Randall & Associates Wealth Management 0.20% Add +5.0% 419 $245K
Powers Advisory Group, LLC 0.12% Add +4.8% 418 $244K
Summit Asset Management, LLC 0.03% No change 418 $244K
Dunhill Financial, LLC 0.13% Add +18.4% 418 $244K
Center For Asset Management LLC 0.15% Add +6.1% 417 $244K
Tanager Wealth Management LLP 0.03% New 417 $244K
Kwmg, LLC 0.02% Reduce -18.1% 416 $243K
Northeast Investment Management 0.01% Reduce -22.4% 415 $243K
Forthright Family Wealth Advisory LLC 0.16% Reduce -22.9% 441 $242K
Basepoint Wealth LLC 0.18% New 413 $241K
Integrity Wealth Solutions LLC 0.14% Add +3.8% 413 $241K
Evolution Wealth Advisors, LLC 0.04% New 413 $241K
Capital Planning LLC 0.07% New 412 $241K
Hamilton Point Investment Advisors, LLC 0.04% No change 412 $241K
GEM Asset Management, LLC 0.14% Reduce -5.5% 410 $239K
Rovin Capital /Ut/ 0.09% New 408 $239K
Obsidian Cio, LLC 0.05% Reduce -5.1% 408 $239K
Foundation Wealth Management, LLC 0.18% No change 408 $239K
Thrive Capital Management, LLC 0.11% Reduce -2.6% 406 $238K
Prospect Financial Services LLC 0.15% New 406 $237K
Foguth Wealth Management, LLC. 0.09% New 408 $237K
Rareview Capital LLC 0.18% No change 406 $237K
Trademark Financial Management, LLC 0.19% Reduce -4.0% 405 $237K
Roof Eidam Maycock Peralta, LLC 0.06% Reduce -15.6% 405 $237K
O'Keefe Stevens Advisory, Inc. 0.07% Add +1.0% 404 $236K
Davidson Trust Co. 0.12% No change 403 $236K
GFG Capital, LLC 0.10% Reduce -42.5% 610 $236K
Mirabella Financial Services LLP 0.01% New 403 $235K
Hill Island Financial LLC 0.07% New 401 $234K
Hutner Capital Management Inc. 0.12% Reduce -2.9% 400 $234K
Ascension Capital Advisors, Inc. 0.11% New 400 $234K
Colton Groome Financial Advisors, LLC 0.09% No change 400 $234K
Harbor Group, Inc. 0.05% No change 399 $233K
Safeguard Financial, LLC 0.05% New 398 $233K
Acorn Wealth Advisors, LLC 0.10% Add +0.3% 397 $232K
Golden Road Advisors LLC 0.18% Reduce -36.8% 397 $232K
Leslie Global Wealth, LLC 0.11% New 397 $232K
Vermillion & White Wealth Management Group, LLC 0.17% Reduce -67.3% 397 $232K
Jackson Thornton Wealth Management, LLC 0.03% No change 396 $232K
Lakeridge Wealth Management LLC 0.13% New 396 $232K
NTV Asset Management LLC 0.03% No change 395 $231K
Tilson Financial Group, Inc. 0.10% New 393 $230K
Campbell Wealth Management 0.02% New 393 $230K
Morris Financial Concepts, Inc. 0.10% New 392 $229K
Adamsbrown Wealth Consultants LLC 0.08% New 390 $228K
Mountain Pacific Investment Advisers LLC 0.02% New 390 $228K
Riversedge Advisors, LLC 0.05% New 387 $226K
Next Level Private LLC 0.09% New 387 $226K
Stockman Wealth Management, Inc. 0.04% New 387 $226K
Almanack Investment Partners, LLC. 0.04% New 387 $226K
Petra Financial Advisors Inc. 0.15% New 386 $226K
Aspire Capital Advisors LLC 0.07% New 386 $225K
Pin Oak Investment Advisors Inc. 0.20% No change 386 $225K
Awm Capital, LLC 0.03% New 384 $225K
Guardian Asset Advisors, LLC 0.15% New 384 $225K
Redwood Investments, LLC 0.07% Reduce -19.0% 384 $225K
Northwest Investment Counselors, LLC 0.05% New 383 $224K
Levin Capital Strategies, L.P. 0.02% New 383 $224K
IFG Advisors, LLC 0.05% New 382 $223K
Alpha Financial Advisors, LLC 0.10% New 381 $223K
Vance Wealth, LLC 0.08% New 381 $223K
Knightsbridge Asset Management, LLC 0.05% New 381 $223K
Financial Management Network Inc. 0.05% Reduce -20.8% 377 $223K
Pine Haven Investment Counsel, Inc 0.18% New 380 $222K
Palisade Capital Management, LP 0.01% New 380 $222K
LifePlan Investment Advisors, Inc. 0.14% New 379 $222K
Midwest Professional Planners, LTD. 0.07% Reduce -10.6% 379 $222K
Wells Trecaso Financial Group, LLC 0.07% New 378 $221K
Barton Investment Management 0.03% New 377 $221K
Hara Capital LLC 0.14% New 377 $220K
Cantor Fitzgerald Investment Advisors L.P. 0.01% New 376 $220K
Kapstone Financial Advisors LLC 0.13% New 378 $220K
Founders Capital Management 0.13% Add +3.0% 376 $220K
Revisor Wealth Management LLC 0.14% New 376 $220K
Howard Financial Services, LTD. 0.03% New 375 $219K
Kearns & Associates LLC 0.14% New 375 $219K
Investment Management Associates Inc. 0.09% New 375 $219K
Cornerstone Management, Inc. 0.05% New 375 $219K
Tarbox Family Office, Inc. 0.04% New 375 $219K
Edge Wealth Management LLC 0.04% Reduce -51.2% 374 $219K
Ground Swell Capital, LLC 0.31% New 373 $218K
First Community Trust NA 0.18% Reduce -3.9% 373 $218K
Nottingham Advisors, Inc. 0.02% Reduce -5.1% 373 $218K
Keener Financial Planning LLC 0.14% No change 373 $218K
Harbor Advisory Corp. 0.07% New 372 $218K
Crestmont Private Wealth LLC 0.09% New 371 $217K
Beirne Wealth Consulting Services, LLC 0.08% New 371 $217K
Morton Capital Management LLC 0.04% New 368 $215K
Gilman Hill Asset Management, LLC 0.04% New 367 $215K
Cabot Wealth Management Inc. 0.03% New 367 $215K
New Jersey Better Educational Savings Trust 0.40% New 366 $214K
Alpha Omega Wealth Management LLC 0.04% New 365 $213K
USAdvisors Wealth Management, LLC 0.07% New 367 $213K
Atlantic Edge Private Wealth Management, LLC 0.06% Add +16.7% 364 $213K
Independent Wealth Network Inc. 0.09% New 363 $212K
Lifestyle Asset Management, Inc. 0.12% New 362 $212K
Dodds Wealth, LLC 0.07% New 352 $211K
Sensible Money, LLC 0.09% New 359 $210K
Financial Symmetry Inc 0.15% New 357 $208K
VanderPol Investments L.L.C. 0.46% New 356 $208K
Meridian Investment Counsel Inc. 0.06% New 356 $208K
Acorns Advisers, LLC 0.00% New 356 $208K
Gateway Advisory, LLC 0.03% New 355 $208K
Aua Capital Management, LLC 0.12% Reduce -10.1% 355 $208K
Long Run Wealth Advisors, LLC 0.05% New 355 $208K
Falcon Wealth Planning 0.02% New 354 $207K
Capasso Planning Partners LLC 0.06% Reduce -16.6% 353 $206K
Triumph Capital Management 0.07% New 353 $206K
Villere St Denis J & Co. LLC 0.02% New 351 $205K
Wooster Corthell Wealth Management, Inc. 0.04% New 350 $205K
Empirical Asset Management, LLC 0.07% Add +0.5% 18,699 $204K
Saiph Capital, LLC 0.10% New 349 $204K
Capital Investment Counsel, Inc 0.03% New 349 $204K
Clarkston Capital Partners, LLC 0.00% New 348 $203K
Mayfair Advisory Group, LLC 0.13% New 344 $203K
Performance Wealth Partners, LLC 0.01% New 343 $201K
Dakota Community Bank & Trust NA 0.98% No change 333 $195K
Northwest Financial Advisors 0.15% New 332 $194K
Private Wealth Management Group, LLC 0.08% Reduce -1.5% 332 $194K
PSI Advisors, LLC 0.06% Reduce -6.8% 331 $193K
Pingora Partners LLC 0.13% Reduce -14.7% 320 $187K
Stone House Investment Management, LLC 0.04% Add +0.3% 319 $187K
Aspect Partners, LLC 0.10% No change 319 $187K
Boyd Watterson Asset Management LLC 0.05% Reduce -3.9% 318 $186K
HighMark Wealth Management LLC 0.10% Add +4.3% 317 $185K
Blue Bell Private Wealth Management, LLC 0.04% Add +9.8% 314 $183K
Mendota Financial Group, LLC 0.09% Reduce -6.6% 313 $183K
Mizuho Bank, Ltd. 0.04% No change 310 $181K
Beach Investment Counsel Inc. 0.02% No change 300 $175K
Your Advocates Ltd., LLP 0.07% No change 298 $174K
Cornerstone Planning Group LLC 0.05% Reduce -1.6% 308 $173K
SYSTM Wealth Solutions LLC 5.25% — 296 $173K
Mowery & Schoenfeld Wealth Management, LLC 0.27% No change 292 $171K
Naples Money Management LLC 0.14% No change 290 $170K
Pension & Wealth Management Advisors, Inc. 0.09% Add +53.5% 287 $168K
Beaird Harris Wealth Management, LLC 0.01% Add +124.2% 287 $168K
Ashburton (Jersey) Ltd 0.06% No change 280 $163K
Blume Capital Management, Inc. 0.04% No change 275 $161K
FSA Wealth Management LLC 0.06% — 274 $160K
First PREMIER Bank 0.04% Add +7.0% 274 $160K
Abound Wealth Management 0.05% No change 265 $155K
TD Capital Management LLC 0.02% Add +0.4% 265 $155K
Hills Bank & Trust Co 0.01% Add +4.9% 259 $151K
Avion Wealth 0.04% Add +5.1% 249 $145K
Tradewinds Capital Management, LLC 0.04% Reduce -11.2% 245 $143K
Rowlandmiller & Partners.adv 0.03% No change 245 $143K
DiNuzzo Private Wealth, Inc. 0.02% Add +80.6% 242 $141K
Natixis Investment Managers International 0.01% No change 237 $139K
AlphaQuest LLC 0.01% Reduce -87.0% 235 $137K
Canton Hathaway, LLC 0.03% No change 230 $134K
Delta Asset Management LLC 0.01% Reduce -3.0% 227 $133K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -11.5% 224 $131K
Maj Invest Holding A/S 0.00% No change 222 $130K
Riggs Asset Managment Co. Inc. 0.03% Add +0.5% 218 $127K
Fairman Group, LLC 0.11% No change 217 $127K
Mfa Wealth Advisors, LLC 0.03% Reduce -30.8% 216 $126K
Cassady Schiller Wealth Management, LLC 0.04% No change 209 $122K
True Wealth Design, LLC 0.05% Add +314.0% 207 $121K
Valued Wealth Advisors LLC 0.08% Add +16.4% 206 $121K
Wellington Shields & Co., LLC 0.04% Reduce -13.9% 205 $120K
Reston Wealth Management LLC 0.04% New 203 $119K
CKW Financial Group 0.01% No change 200 $117K
American Capital Advisory, LLC 0.07% Reduce -0.5% 200 $117K
Slocum, Gordon & Co LLP 0.05% No change 200 $117K
Bear Mountain Capital, Inc. 0.04% No change 200 $111K
WFA Asset Management Corp 0.06% Add +0.5% 187 $109K
Financial Connections Group, Inc. 0.05% Reduce -17.9% 184 $107K
Activest Wealth Management 0.03% No change 182 $106K
Wiser Advisor Group LLC 0.16% No change 179 $105K
Pineridge Advisors LLC 0.04% Reduce -10.8% 173 $101K
Coston, McIsaac & Partners 0.03% No change 170 $99K
Kiely Wealth Advisory Group, Inc. 0.06% No change 160 $99K
Dynamic Wealth Strategies, LLC 0.08% Reduce -2.3% 167 $98K
Talon Private Wealth, LLC 0.02% — 167 $98K
Evergreen Private Wealth LLC 0.04% No change 166 $97K
Creative Capital Management Investments LLC 0.04% No change 160 $94K
Gleason Group, Inc. 0.02% No change 159 $93K
Earned Wealth Advisors, LLC 0.03% New 155 $91K
Bay Harbor Wealth Management, LLC 0.03% Reduce -4.3% 154 $90K
WealthCollab, LLC 0.06% No change 152 $89K
Insight Inv LLC 0.07% New 151 $88K
Peterson Financial Group, Inc. 0.34% New 150 $88K
Compass Wealth Management LLC 0.02% Reduce -31.5% 150 $88K
Hoese & Co LLP 0.07% No change 150 $88K
Roble, Belko & Company, Inc 0.01% No change 146 $85K
Painted Porch Advisors LLC 0.04% Reduce -49.8% 145 $85K
TruNorth Capital Management, LLC 0.02% Add +21.6% 141 $82K
Carmichael Hill & Associates, Inc. 0.03% Add +28.3% 136 $80K
Rakuten Securities, Inc. 0.03% Reduce -3.5% 136 $80K
New Millennium Group LLC 0.05% No change 135 $79K
IAG Wealth Partners, LLC 0.01% Reduce -14.9% 131 $77K
Guardian Wealth Management, Inc. 0.05% No change 129 $75K
Annapolis Financial Services, LLC 0.02% Add +6.7% 128 $75K
West Oak Capital, LLC 0.04% No change 125 $73K
JTC Employer Solutions Trustee Ltd 0.00% No change 126 $73K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -13.8% 125 $73K
Tanglewood Legacy Advisors, LLC 0.03% No change 122 $71K
Bellevue Asset Management, LLC 0.04% No change 122 $71K
Ogorek Anthony Joseph /NY/ 0.02% No change 121 $71K
Ridgewood Investments LLC 0.04% Reduce -3.2% 121 $70K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -36.8% 117 $68K
Redmont Wealth Advisors LLC 0.10% No change 115 $67K
Lowe Wealth Advisors, LLC 0.03% No change 108 $63K
Halpern Financial, Inc. 0.02% Add +6.0% 106 $63K
REAP Financial Group, LLC 0.02% Add +98.2% 107 $63K
Solstein Capital, LLC 0.03% No change 104 $61K
Horizons Wealth Management 0.05% No change 100 $59K
SIMA Wealth Partners, LLC 0.05% No change 100 $58K
University of Texas/Texas Am Investment Management Co. 0.01% No change 100 $58K
Legacy Investment Solutions, LLC 0.03% — 94 $57K
Legacy Wealth Managment, LLC 0.03% — 94 $57K
Bank & Trust Co 0.05% Reduce -15.8% 96 $56K
Front Row Advisors LLC 0.02% Reduce -47.0% 96 $56K
Grayhawk Investment Strategies Inc. 0.09% No change 94 $55K
Glass Jacobson Investment Advisors llc 0.02% No change 94 $55K
Highline Wealth Partners LLC 0.02% Add +5.7% 93 $55K
Cove Street Capital, LLC 0.04% New 90 $53K
McClarren Financial Advisors, Inc. 0.01% Reduce -65.8% 942 $52K
Ruedi Wealth Management, Inc. 0.02% Reduce -11.2% 87 $51K
Friedenthal Financial 0.03% New 87 $51K
Providence Capital Advisors, LLC 0.01% No change 80 $47K
Transcendent Capital Group LLC 0.02% No change 79 $46K
Cedar Mountain Advisors, LLC 0.01% Reduce -7.2% 77 $45K
Evolution Advisers, Inc. 0.02% No change 77 $45K
Red Tortoise LLC 0.02% No change 77 $45K
Clear Investment Research, LLC 0.06% Add +4.1% 76 $45K
Oliver Lagore Vanvalin Investment Group 0.01% Add +15.6% 74 $43K
Cranbrook Wealth Management, LLC 0.01% Add +21.7% 73 $43K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 71 $42K
Syntax Research, Inc. 0.03% Add +6.0% 71 $42K
Ossiam 0.00% Reduce -99.6% 71 $42K
Tucker Asset Management LLC 0.01% No change 66 $39K
Signature Resources Capital Management, LLC 0.03% No change 63 $37K
Northwest Capital Management Inc 0.01% No change 62 $36K
Stuart Chaussee & Associates, Inc. 0.01% No change 61 $36K
BBJS Financial Advisors, LLC 0.01% No change 60 $35K
Battery Global Advisors, LLC 0.02% New 57 $34K
LFA - Lugano Financial Advisors SA 0.02% New 57 $33K
Knott David M Jr 0.01% No change 57 $33K
West Financial Advisors, LLC 0.01% New 55 $32K
CGC Financial Services, LLC 0.01% No change 55 $32K
Global Wealth Strategies & Associates 0.01% Add +152.4% 53 $31K
Pflug Koory, LLC 0.00% — 52 $30K
Legend Financial Advisors, Inc. 0.02% Reduce -58.9% 51 $30K
O'Brien Wealth Partners LLC 0.01% Reduce -12.3% 50 $29K
Jackson Square Partners, LLC 0.00% Reduce -43.2% 50 $29K
Kathleen S. Wright Associates Inc. 0.01% New 47 $27K
Lummis Asset Management, LP 0.03% No change 46 $27K
Godsey & Gibb, Inc. 0.00% Reduce -20.4% 43 $25K
Tacita Capital Inc 0.02% No change 42 $25K
Robbins Farley 0.01% Reduce -4.8% 40 $23K
DecisionPoint Financial, LLC 0.01% No change 40 $23K
Anfield Capital Management, LLC 0.01% Add +60.0% 40 $23K
JDM Financial Group LLC 0.01% Add +42.3% 37 $22K
IFS Advisors, LLC 0.02% No change 33 $20K
Chesapeake Asset Management LLC 0.02% Add +29.2% 31 $19K
Denver PWM, LLC 0.01% No change 27 $16K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 26 $15K
NCP Inc. 0.01% Reduce -43.5% 26 $15K
Wormser Freres Gestion 0.01% No change 25 $15K
Advantage Trust Co 0.01% No change 25 $15K
POM Investment Strategies, LLC 0.01% Reduce -41.5% 24 $14K
C M Bidwell & Associates Ltd. 0.01% Add +50.0% 24 $14K
PayPay Securities Corp 1.20% Add +53.3% 23 $13K
Partnership Wealth Management, LLC 0.01% No change 22 $13K
ESL Trust Services, LLC 0.00% Reduce -66.7% 22 $13K
New Age Alpha Advisors, LLC 0.01% No change 21 $12K
4Thought Financial Group Inc. 0.01% No change 20 $12K
Stephens Consulting, LLC 0.00% No change 20 $12K
Arcadia Investment Management Corp. 0.00% New 20 $12K
Westend Capital Management, LLC 0.00% No change 19 $11K
SRH Advisors, LLC 0.00% No change 18 $11K
Goodman Advisory Group, LLC 0.00% No change 18 $11K
Longfellow Investment Management Co. LLC 0.00% No change 18 $11K
Christopher J. Hasenberg, Inc 0.00% No change 17 $10K
HBC Financial Services, PLLC 0.01% Add +112.5% 17 $9K
PFG Private Wealth Management, LLC 0.00% No change 11 $6K
FPC Investment Advisory, Inc. 0.01% No change 11 $6K
Burkett Financial Services, LLC 0.00% New 9 $5K
Pacifica Partners Inc. 0.00% No change 9 $5K
Tributary Capital Management, LLC 0.00% No change 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 8 $5K
Gold Investment Management Ltd. 0.00% No change 8 $5K
Cedar Wealth Management, LLC 0.00% No change 6 $4K
Sanctuary Wealth Management, L.L.C. 0.00% Reduce -54.5% 5 $3K
Breakwater Investment Management 0.00% No change 3 $2K
Hoey Investments, Inc. 0.00% No change 3 $2K
PEAK6 Investments LLC 0.00% Reduce -100.0% 1 $830
Financial Gravity Companies, Inc. 0.00% — 1 $585

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