Unitedhealth GroupUNH

13F holders, Q1 2025 (March 31)
3,613holders −68
166new positions
214sold out
18famous investors
$523.49avg. 13F price*

At the end of Q1 2025, 3,613 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, down 68 from Q4 2024. 166 opened new positions and 214 sold out. The largest holders were Vanguard Group Inc. ($47.5B), BlackRock, Inc. ($38.9B) and State Street Corp. ($23.7B). 18 famous investors held it, including Jeremy Grantham (3.7% of GMO's portfolio), Andreas Halvorsen (3.6% of Viking Global Investors's portfolio) and David Tepper (1.7% of Appaloosa's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions166$1.4B
Exits214$3.3B

All 13F filers, Q4 2024 → Q1 2025: 43,974,335 shares bought and 42,011,584 shares sold, net +1,962,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,613 holders

Vanguard Group Inc. 0.86% Add +6.6% 90,729,585 $47.5B
BlackRock, Inc. 0.82% Add +3.2% 74,290,219 $38.9B
State Street Corp. 0.98% Reduce -0.6% 45,338,514 $23.7B
JPMorgan Chase & Co. 1.05% Add +7.6% 26,293,837 $13.8B
Wellington Management Group LLP 2.61% Add +10.7% 25,847,940 $13.5B
FMR LLC 0.81% Reduce -19.6% 24,217,466 $12.7B
Capital World Investors 1.94% Add +5.9% 22,779,755 $11.9B
T. Rowe Price Associates Inc. 1.38% Reduce -0.0% 21,393,161 $11.2B
Morgan Stanley 0.80% Reduce -0.1% 21,364,718 $11.2B
Capital Research Global Investors 2.37% Add +15.9% 20,827,122 $10.9B
Geode Capital Management, LLC 0.85% Add +3.4% 20,637,107 $10.8B
Capital International Investors 1.72% Add +6.6% 16,650,107 $8.7B
Norges Bank 0.93% Reduce -0.1% 12,589,180 $6.6B
Northern Trust Corp. 0.73% Reduce -1.8% 9,332,544 $4.9B
Franklin Resources Inc. 1.36% Reduce -0.8% 8,849,228 $4.6B
Royal Bank of Canada 1.01% Add +6.1% 8,642,807 $4.5B
Bank of America Corp. 0.40% Add +10.3% 8,574,601 $4.5B
Bank of New York Mellon Corp 0.84% Add +2.5% 8,128,174 $4.3B
Alliancebernstein L.P. 1.42% Reduce -0.3% 7,498,702 $3.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.00% Reduce -13.4% 7,442,651 $3.9B
Nuveen, LLC 1.17% — 7,344,656 $3.8B
Charles Schwab Investment Management Inc. 0.69% Add +13.5% 7,064,169 $3.7B
Wells Fargo & Company 0.81% Reduce -5.3% 6,435,180 $3.4B
Invesco Ltd. 0.60% Reduce -0.7% 5,990,449 $3.1B
Legal & General Group Plc 0.85% Reduce -0.9% 5,953,782 $3.1B
Goldman Sachs Group Inc. 0.58% Reduce -16.4% 5,833,406 $3.1B
UBS Group AG 0.64% Add +7.0% 5,494,668 $2.9B
Deutsche Bank AG 1.12% Add +1.9% 5,386,274 $2.8B
Fisher Asset Management 1.19% Add +52.9% 5,250,580 $2.7B
Sanders Capital, LLC 4.08% Reduce -0.8% 5,217,526 $2.7B
Dimensional Fund Advisors LP 0.68% Add +19.3% 5,197,427 $2.7B
Janus Henderson Group PLC 1.41% Reduce -9.6% 4,980,817 $2.6B
Amundi 0.91% Reduce -23.8% 4,626,626 $2.5B
Barclays PLC 1.01% Add +8.9% 4,256,797 $2.2B
Clearbridge Investments, LLC 1.87% Reduce -5.8% 4,082,788 $2.1B
Dodge & Cox 1.20% Reduce -1.8% 4,020,368 $2.1B
Canada Pension Plan Investment Board 2.04% Reduce -7.3% 4,009,623 $2.1B
Ameriprise Financial Inc. 0.55% Reduce -16.7% 3,897,572 $2.0B
Raymond James Financial Inc. 0.72% Reduce -3.0% 3,671,484 $1.9B
Mitsubishi UFJ Asset Management Co., Ltd. 1.48% Add +11.7% 3,059,712 $1.6B
T. Rowe Price Investment Management, Inc. 1.00% Reduce -39.9% 2,876,502 $1.5B
Eagle Capital Management LLC 5.15% Add +17.3% 2,697,626 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.97% Reduce -0.2% 2,615,053 $1.4B
Swiss National Bank 0.96% Reduce -0.5% 2,595,561 $1.4B
California Public Employees Retirement System 0.93% Reduce -1.6% 2,535,617 $1.3B
HSBC Holdings PLC 0.88% Add +2.0% 2,511,853 $1.3B
Arrowstreet Capital, Limited Partnership 0.96% Add +94.3% 2,253,006 $1.2B
Envestnet Asset Management Inc. 0.38% Add +4.7% 2,239,866 $1.2B
GMO 3.67% Add +7.4% 2,224,346 $1.2B
Manufacturers Life Insurance Company, The 1.10% Add +2.4% 2,190,191 $1.1B
Citigroup Inc. 0.86% Add +85.0% 2,150,190 $1.1B
Viking Global Investors 3.56% Add +12.5% 2,137,806 $1.1B
Bank of Montreal 0.60% Reduce -3.3% 2,132,560 $1.1B
BNP Paribas Financial Markets 0.85% Add +67.3% 2,092,079 $1.1B
Mawer Investment Management Ltd. 5.25% Reduce -2.6% 2,073,932 $1.1B
Boston Partners 1.29% Add +27.0% 2,044,852 $1.1B
Principal Financial Group Inc. 0.55% Reduce -3.9% 1,875,874 $982.5M
Schroder Investment Management Group 0.97% Reduce -8.3% 1,837,885 $962.6M
National Pension Service 0.92% Add +5.7% 1,830,167 $958.5M
Swedbank AB 1.23% Reduce -16.9% 1,757,807 $920.7M
American Century Companies Inc. 0.56% Add +7.9% 1,743,044 $912.9M
Bessemer Group Inc. 1.61% Reduce -14.5% 1,717,100 $899.3M
National Bank of Canada 1.01% Add +137.8% 1,641,177 $859.5M
Sustainable Growth Advisers, LP 4.79% Reduce -1.2% 1,637,999 $857.9M
Stifel Financial Corp. 0.90% Reduce -2.6% 1,607,505 $842.0M
Rhumbline Advisers 0.78% Reduce -0.7% 1,588,486 $832.0M
Veritas Asset Management LLP 8.35% Add +2.0% 1,579,007 $827.0M
CIBC Private Wealth Group LLC 1.68% Reduce -0.2% 1,435,439 $793.9M
Ensign Peak Advisors, Inc 1.51% Add +10.3% 1,506,548 $789.1M
Farallon Capital Management, L.L.C. 4.23% Add +2.4% 1,497,900 $784.5M
Allianz Asset Management GmbH 1.12% Reduce -16.3% 1,447,572 $758.2M
California State Teachers Retirement System 0.92% Reduce -0.8% 1,427,467 $747.6M
TD Asset Management Inc 0.64% Reduce -39.7% 1,333,797 $698.6M
Fiera Capital Corp 2.52% Reduce -17.3% 1,333,584 $698.5M
Royal London Asset Management Ltd. 1.65% Add +1.9% 1,329,989 $696.6M
Pictet Asset Management Holding SA 0.74% Add +22.9% 1,278,950 $669.8M
Macquarie Group Ltd. 0.82% Add +8.7% 1,262,253 $661.1M
Lazard Asset Management LLC 1.11% Reduce -32.4% 1,259,687 $659.8M
FIL Ltd 0.62% Reduce -9.7% 1,245,995 $652.6M
1832 Asset Management L.P. 1.23% Reduce -0.6% 1,228,278 $643.3M
SG Americas Securities, LLC 2.21% Add +96.0% 1,223,772 $641.0M
Russell Investments Group, Ltd. 0.88% Reduce -1.7% 1,221,397 $639.2M
PNC Financial Services Group, Inc. 0.33% Reduce -0.7% 1,201,979 $629.5M
WCM Investment Management, LLC 1.61% Add +0.4% 1,216,132 $627.6M
New York State Common Retirement Fund 0.91% Reduce -4.0% 1,187,067 $621.7M
Aberdeen Group plc 1.20% Add +7.4% 1,177,176 $616.9M
Fayez Sarofim & Co 1.53% Reduce -24.6% 1,163,591 $613.4M
First Manhattan Co. Llc. 1.75% Reduce -24.8% 1,145,481 $599.9M
Voya Investment Management LLC 0.78% Add +33.1% 1,127,586 $590.5M
PineStone Asset Management Inc. 4.44% Add +29.7% 1,123,029 $588.2M
Corient Private Wealth LP 0.96% Reduce -2.9% 1,116,984 $585.0M
CANADA LIFE ASSURANCE Co 1.03% Add +2.8% 1,110,231 $582.3M
US Bancorp \de 0.77% Reduce -2.2% 1,094,757 $573.4M
Assenagon Asset Management S.A. 1.01% Add +53.5% 1,078,472 $564.8M
LPL Financial LLC 0.21% Add +6.5% 1,049,652 $549.8M
Polen Capital Management LLC 1.71% Reduce -7.8% 1,037,575 $543.4M
Allen Investment Management, LLC 6.30% Add +6.7% 1,030,968 $540.0M
Barrow Hanley Mewhinney & Strauss LLC 1.95% Add +43.3% 1,027,093 $537.9M
Millennium Management 0.53% Reduce -10.7% 1,010,168 $529.1M
Caisse de depot et placement du Quebec 1.10% Add +5.9% 1,000,107 $523.8M
Aviva PLC 1.24% Add +9.7% 978,872 $512.7M
Longview Partners (Guernsey) LTD 3.95% Reduce -5.8% 937,732 $491.1M
Marshall Wace, LLP 0.66% Reduce -52.4% 931,166 $487.7M
CI Investments Inc. 2.04% Reduce -7.0% 922,255 $483.0M
Capital Wealth Planning, LLC 4.17% Reduce -18.4% 918,268 $480.9M
Adage Capital Partners Gp, L.L.C. 0.89% Add +0.3% 914,051 $478.7M
Bank Julius Baer & Co. Ltd, Zurich 1.54% Reduce -40.0% 909,238 $475.0M
DekaBank Deutsche Girozentrale 0.93% Reduce -1.1% 925,789 $475.0M
Mairs & Power Inc. 4.94% Add +4.4% 906,654 $474.9M
State Board of Administration of Florida Retirement System 0.92% Add +0.2% 886,865 $464.5M
Neuberger Berman Group LLC 0.38% Reduce -30.9% 869,125 $455.0M
Prudential Financial Inc. 0.64% Add +6.5% 859,462 $450.1M
Bank of Nova Scotia 1.02% Add +35.2% 859,187 $450.0M
D. E. Shaw & Co. 0.56% Add +788.3% 840,775 $440.4M
Ruane, Cunniff & Goldfarb L.P. 7.82% Reduce -1.9% 822,168 $430.6M
Danske Bank A/S 1.30% Add +7.4% 815,490 $427.1M
Handelsbanken Fonder AB 1.75% Reduce -7.3% 812,296 $425.4M
KBC Group NV 1.31% Reduce -12.3% 805,617 $421.9M
GUARDCAP ASSET MANAGEMENT Ltd 7.97% Add +8.4% 785,551 $411.4M
AQR Capital Management 0.42% Add +251.5% 784,689 $411.0M
APG Asset Management N.V. 1.27% Reduce -4.7% 845,002 $409.7M
Citadel Advisors 0.41% Reduce -50.6% 781,208 $409.2M
New York State Teachers Retirement System 0.94% Reduce -4.6% 774,581 $405.7M
Nomura Asset Management Co. Ltd. 1.23% Add +6.7% 768,226 $402.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.80% Add +1.8% 739,874 $387.5M
Robeco Institutional Asset Management B.V. 0.72% Add +0.2% 711,450 $372.6M
Baillie Gifford & Co. 0.32% Reduce -6.7% 707,792 $370.7M
Victory Capital Management Inc. 0.38% Add +12.1% 703,785 $368.6M
Korea Investment CORP 0.89% Add +1.8% 699,541 $366.4M
Brown Advisory Inc. 0.52% Reduce -1.5% 696,976 $365.0M
Chevy Chase Trust Holdings, LLC 1.16% Reduce -0.5% 693,917 $363.4M
Natixis Advisors, LLC 0.66% Reduce -8.2% 684,407 $358.5M
Thrivent Financial for Lutherans 0.80% Add +103.1% 675,913 $355.1M
Orbis Allan Gray Ltd 1.99% Reduce -64.8% 665,142 $348.4M
Susquehanna International Group, LLP 0.56% Reduce -16.6% 657,068 $344.1M
Public Employees Retirement Association of Colorado 1.41% Reduce -24.8% 629,361 $329.6M
Mackenzie Financial Corp. 0.47% Reduce -9.7% 628,768 $329.3M
William Blair Investment Management, LLC 0.92% Reduce -5.7% 625,021 $327.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.94% Add +4.5% 624,137 $326.9M
Provident Trust Co. 6.05% Reduce -1.1% 619,376 $324.4M
Epoch Investment Partners, Inc. 1.65% Reduce -14.5% 609,231 $319.1M
Jensen Investment Management Inc. 3.52% Reduce -15.2% 607,378 $318.1M
JARISLOWSKY, FRASER Ltd 1.96% Reduce -2.0% 595,533 $311.9M
SRS Investment Management, LLC 4.12% Add +101.0% 586,729 $307.3M
Truist Financial Corp. 0.49% Reduce -0.4% 584,435 $306.1M
Findlay Park Partners LLP 3.10% Reduce -11.5% 575,626 $301.5M
Mitsubishi UFJ Trust & Banking Corp 0.78% Add +2.8% 575,020 $301.2M
HighTower Advisors, LLC 0.41% Add +2.8% 573,786 $300.5M
Navera Investment Management Ltd. 5.46% Add +2.0% 569,934 $298.5M
Canoe Financial LP 4.72% Add +21.8% 562,759 $294.7M
Magellan Asset Management Ltd 3.55% Reduce -12.2% 557,912 $292.2M
Sarasin & Partners LLP 3.15% New 554,313 $290.3M
Brandywine Global Investment Management, LLC 2.11% Add +182.6% 553,211 $289.7M
Lord, Abbett & Co. LLC 1.08% Reduce -0.7% 551,944 $289.1M
Fort Washington Investment Advisors Inc. 1.70% Add +0.3% 530,103 $277.6M
Holocene Advisors, LP 0.81% Add +3.6% 525,084 $275.0M
State of Wisconsin Investment Board 0.71% Add +1.1% 521,771 $273.3M
Asset Management One Co., Ltd. 0.94% Add +6.7% 516,970 $270.8M
Toronto Dominion Bank 0.69% Reduce -33.4% 512,907 $268.6M
Wealth Enhancement Advisory Services, LLC 0.51% Reduce -12.6% 511,669 $268.0M
Panagora Asset Management Inc. 1.33% Add +93.8% 508,849 $266.5M
M&G PLC 1.73% Reduce -1.3% 504,635 $264.4M
Jennison Associates LLC 0.18% Add +105.4% 502,076 $263.0M
Storebrand Asset Management As 0.85% Reduce -11.7% 496,790 $260.2M
Point72 Asset Management 0.76% Add +31.6% 495,821 $259.7M
Harding Loevner LP 1.95% Reduce -14.9% 487,113 $255.1M
Loomis Sayles & Co. L P 0.37% Reduce -25.0% 483,821 $253.4M
W1M Investment Management Ltd 3.89% Add +9.4% 480,418 $251.6M
STRS Ohio 1.05% Add +7.5% 477,679 $250.2M
Fiduciary Management Inc. 2.39% Add +13.2% 472,710 $247.6M
Cincinnati Financial Corp. 5.48% No change 468,822 $245.5M
Fifth Third Bancorp 0.93% Reduce -1.8% 467,687 $245.0M
Scotia Capital Inc. 1.29% Reduce -2.3% 460,027 $240.9M
Squarepoint Ops LLC 0.58% Add +35.1% 455,763 $238.7M
Credit Agricole S A 0.89% Add +3.9% 451,425 $236.4M
Unisphere Establishment 2.06% Add +12.5% 450,000 $235.7M
USS Investment Management Ltd 1.79% Reduce -7.3% 449,460 $235.4M
AXA S.A. 0.78% Add +0.3% 448,470 $234.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.63% Add +25.1% 448,102 $234.7M
B. Metzler seel. Sohn & Co. AG 2.39% Add +10.1% 443,840 $232.5M
Cerity Partners LLC 0.48% Reduce -7.1% 443,059 $232.1M
Skandinaviska Enskilda Banken AB (publ) 1.14% Reduce -14.3% 442,301 $231.7M
DAVENPORT & Co LLC 1.37% Add +5.5% 442,716 $231.2M
Tiger Global Management 0.86% No change 438,800 $229.8M
Baird Financial Group, Inc. 0.44% Add +5.2% 437,977 $229.4M
Route One Investment Company, L.P. 9.72% No change 435,600 $228.1M
Treasurer of the State of North Carolina 0.91% Add +1.7% 435,006 $227.8M
Teacher Retirement System of Texas 0.94% Add +10.3% 432,078 $226.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.39% Add +8.3% 431,319 $225.9M
Mariner, LLC 0.38% Reduce -14.9% 430,869 $225.6M
Sei Investments Co. 0.29% Add +2.9% 430,752 $225.6M
Haverford Trust Co 2.24% Reduce -0.3% 424,852 $222.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.26% Reduce -67.1% 421,577 $220.8M
Focused Investors LLC 6.96% Reduce -3.0% 413,900 $216.8M
Public Employees Retirement System of Ohio 0.72% Reduce -31.9% 381,290 $199.7M
NorthCoast Asset Management LLC 1.00% Add +7.9% 380,359 $199.2M
Rockefeller Capital Management L.P. 0.49% Reduce -4.6% 378,914 $198.5M
Allspring Global Investments Holdings, LLC 0.33% Add +0.4% 360,083 $188.4M
Great Lakes Advisors, LLC 1.64% Add +0.0% 353,050 $183.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.85% Add +5.8% 345,917 $181.2M
Mn Services Vermogensbeheer B.V. 1.38% Reduce -6.9% 340,000 $178.1M
Menora Mivtachim Holdings LTD. 1.15% Reduce -18.0% 338,328 $177.2M
Blair William & Co. 0.53% Reduce -8.6% 338,077 $177.1M
Evercore Wealth Management, LLC 2.81% Reduce -3.5% 332,723 $174.3M
CIBC Asset Management Inc 0.58% Reduce -12.4% 332,522 $174.1M
Marex Group Ltd 3.34% Add +103.1% 332,183 $174.0M
DNB Asset Management AS 0.80% Add +22.5% 331,789 $173.8M
State of Tennessee, Department of Treasury 0.66% Add +2.0% 326,310 $170.9M
Banque Pictet & Cie SA 1.82% Reduce -0.6% 325,054 $170.2M
Bristol John W & Co. Inc. 2.89% Add +46.1% 323,085 $169.2M
Sterling Capital Management LLC 2.60% Add +1.1% 319,578 $167.4M
KLP Kapitalforvaltning As 0.81% Add +1.5% 316,235 $165.6M
AustralianSuper Pty Ltd 0.93% Reduce -23.6% 314,876 $164.9M
Cibc World Market Inc. 0.37% Reduce -3.7% 311,354 $163.1M
State of New Jersey Common Pension Fund D 0.73% Reduce -8.5% 310,687 $162.7M
Perpetual Ltd 1.96% Reduce -3.7% 309,987 $162.4M
Retirement Systems of Alabama 0.63% Reduce -0.9% 306,721 $160.6M
Brown Brothers Harriman & Co. 1.12% Add +3.1% 306,590 $160.6M
Man Group plc 0.49% Add +285.9% 305,481 $160.0M
Cooke & Bieler LP 1.60% Add +23.5% 305,409 $160.0M
Calamos Advisors LLC 1.10% Reduce -9.1% 304,924 $159.7M
Natixis 0.95% Add +99.6% 303,606 $159.5M
Resona Asset Management Co.,Ltd. 0.92% Add +7.1% 304,422 $159.1M
Lansforsakringar Fondforvaltning AB (publ) 0.98% Reduce -50.4% 303,506 $159.0M
Commonwealth Equity Services, LLC 0.22% Add +1.4% 299,203 $156.7M
Boston Trust Walden Corp 1.13% Reduce -0.5% 294,562 $154.3M
Candriam S.C.A. 0.96% Reduce -23.1% 291,758 $152.8M
Janney Montgomery Scott LLC 0.43% Reduce -4.0% 286,857 $150.2M
Cibc World Markets Corp. 1.19% Reduce -31.7% 285,934 $149.8M
Bridges Investment Management Inc. 2.14% Reduce -6.3% 283,173 $148.3M
Westwood Holdings Group Inc. 1.12% Reduce -3.9% 280,364 $146.8M
Focus Partners Wealth 0.37% Add +4.9% 277,916 $145.6M
Bahl & Gaynor LLC 0.74% Add +17.7% 277,048 $145.1M
TCW Group Inc. 1.30% Add +6.4% 277,038 $145.1M
Bank Pictet & Cie (Europe) AG 3.43% Add +4.1% 274,574 $143.8M
Arizona State Retirement System 0.92% Add +2.2% 274,438 $143.7M
Balyasny Asset Management L.P. 0.36% Reduce -55.1% 272,744 $142.8M
SurgoCap Partners LP 7.03% New 271,740 $142.3M
CapitalatWork S.A. 4.60% Reduce -0.5% 269,943 $141.4M
OMERS ADMINISTRATION Corp 1.23% Add +57.3% 269,089 $140.9M
Nisa Investment Advisors, LLC 0.70% Add +1.3% 268,011 $140.4M
ProShare Advisors LLC 0.31% Reduce -8.9% 265,753 $139.2M
Seilern Investment Management Ltd 9.01% Reduce -13.0% 263,098 $137.8M
State of Michigan Retirement System 0.78% Reduce -0.1% 259,719 $136.0M
Cardano Risk Management B.V. 2.14% Add +3.6% 257,198 $134.7M
Tredje AP-fonden 1.24% Reduce -25.1% 254,454 $133.3M
Comerica Bank 0.56% Reduce -3.7% 253,611 $132.8M
Capital Group Private Client Services, Inc. 1.30% Reduce -2.8% 253,495 $132.8M
Stonehage Fleming Financial Services Holdings Ltd 4.64% Reduce -6.0% 252,405 $132.2M
Empower Advisory Group, LLC 0.43% Add +6.8% 251,890 $131.9M
Cetera Investment Advisers 0.25% Add +9.2% 247,382 $129.6M
James Hambro & Partners LLP 5.37% Add +6.4% 245,642 $128.6M
MetLife Investment Management, LLC 0.68% Reduce -1.9% 241,748 $126.6M
Fisher Funds Management LTD 3.06% Reduce -12.7% 241,251 $126.4M
Bowie Capital Management, LLC 6.38% Add +14.4% 240,451 $125.9M
AMF Tjanstepension AB 0.92% Reduce -2.8% 237,964 $124.7M
Westfield Capital Management Co. LP 0.60% Reduce -28.2% 236,174 $123.7M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -1.6% 234,275 $122.7M
Nordea Investment Management AB 0.13% Reduce -48.6% 233,830 $122.5M
Clark Capital Management Group, Inc. 0.88% Add +4.3% 233,740 $122.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.46% Add +11.4% 232,618 $121.8M
Forsta Ap-Fonden 0.92% Reduce -6.3% 231,700 $121.4M
Pinnacle Financial Partners Inc 2.44% Add +0.8% 236,449 $121.3M
Erste Asset Management GmbH 1.54% Reduce -4.1% 246,237 $119.6M
Mondrian Investment Partners LTD 2.04% Reduce -1.0% 227,338 $119.1M
Johnson Investment Counsel Inc. 1.14% Reduce -11.6% 226,084 $118.4M
iA Global Asset Management Inc. 2.03% Add +20.8% 225,724 $118.2M
Milestone Resources Group Ltd 6.25% No change 225,114 $117.9M
Creative Planning 0.11% Add +8.0% 223,939 $117.3M
Zacks Investment Management 1.09% Add +4.8% 223,623 $117.1M
Capital International, Inc. 1.42% Add +3.0% 223,571 $117.1M
Employees Retirement System of Texas 1.27% Reduce -7.0% 221,800 $116.2M
Parnassus Investments, LLC 0.28% Add +4.5% 220,796 $115.6M
Rathbones Group PLC 0.56% Reduce -7.3% 220,134 $115.3M
Cincinnati Insurance Co. 2.01% No change 220,081 $115.3M
Federation des caisses Desjardins du Quebec 0.57% Reduce -8.1% 219,484 $115.0M
Daiwa Securities Group Inc. 0.49% Add +2.9% 219,104 $114.8M
Public Sector Pension Investment Board 0.49% Reduce -53.8% 217,845 $114.1M
Capitolis Liquid Global Markets LLC 1.01% Add +72.1% 217,400 $113.9M
Alecta Tjanstepension Omsesidigt 0.64% New 217,500 $113.9M
M&T Bank Corp 0.41% Reduce -5.2% 213,865 $112.0M
Czech National Bank 1.01% Add +5.9% 211,375 $110.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.65% Add +7.5% 210,457 $110.2M
Employees Provident Fund Board 1.25% Add +32.1% 210,000 $110.0M
Keybank National Association 0.44% Add +5.0% 207,524 $108.7M
Osaic Holdings, Inc. 0.24% Reduce -20.6% 206,530 $108.4M
Argent Capital Management LLC 3.31% Add +4.2% 206,446 $108.1M
Corebridge Financial, Inc. 0.62% Reduce -3.0% 205,257 $107.5M
Gateway Investment Advisers LLC 1.23% Add +0.8% 203,819 $106.8M
Intech Investment Management LLC 1.09% Reduce -25.5% 201,959 $105.8M
Orbimed Advisors LLC 2.53% Add +53.7% 201,200 $105.4M
Van Eck Associates Corp. 0.14% Add +2.0% 200,768 $105.2M
Worldquant Millennium Advisors LLC 0.66% New 200,470 $105.0M
Cresset Asset Management, LLC 0.53% Reduce -6.5% 200,023 $104.8M
Zurich Insurance Group Ltd 0.84% Add +3.1% 197,587 $103.5M
Nomura Holdings Inc. 0.55% Reduce -14.5% 197,172 $103.3M
Kensico Capital Management Corp. 2.32% Reduce -12.8% 196,600 $103.0M
Factory Mutual Insurance Co. 1.18% Add +5.4% 194,600 $101.9M
Manchester Global Management (UK) Ltd 15.07% Add +5.5% 192,722 $100.9M
Regions Financial Corp. 0.74% Reduce -7.3% 190,764 $99.9M
Evelyn Partners Investment Management LLP 3.32% Add +5.4% 190,396 $99.7M
Ferguson Wellman Capital Management, Inc. 1.92% Add +1.5% 188,499 $98.7M
Swiss Life Asset Management Ltd 0.71% Add +7.6% 187,124 $98.0M
MAI Capital Management 0.74% Add +9.1% 186,749 $97.8M
Amalgamated Bank 0.84% Add +0.8% 186,742 $97.8M
Healthcare of Ontario Pension Plan Trust Fund 0.22% Reduce -45.9% 185,781 $97.3M
Bristol Gate Capital Partners Inc. 4.69% Add +0.8% 183,316 $96.0M
First Trust Advisors LP 0.08% Reduce -16.1% 180,398 $94.5M
Mediolanum International Funds Ltd 1.29% Add +1.7% 179,673 $92.7M
Nan Shan Life Insurance Co., Ltd. 2.17% No change 175,666 $92.0M
ASR Vermogensbeheer N.V. 1.36% — 175,329 $91.8M
IFM Investors Pty Ltd 0.99% Add +0.2% 175,277 $91.8M
Appaloosa 1.65% Add +0.3% 175,000 $91.7M
Nissay Asset Management Corp. /Japan 0.60% Add +9.6% 174,901 $91.6M
Sapient Capital LLC 1.81% Reduce -0.4% 174,871 $91.6M
Sands Capital Management, LLC 0.31% Reduce -0.5% 174,787 $91.5M
Bartlett & Co. Wealth Management LLC 1.32% Reduce -2.6% 171,259 $89.7M
Glenmede Trust Co. NA 0.48% Reduce -9.1% 170,144 $89.1M
Teachers Retirement System of the State of Kentucky 0.80% Reduce -12.8% 169,862 $89.0M
8 Knots Management, LLC 11.16% Reduce -42.2% 168,923 $88.5M
Lido Advisors, LLC 0.53% Add +14.1% 168,670 $88.3M
Bellevue Group AG 1.93% Add +3.1% 164,742 $86.3M
Ilmarinen Mutual Pension Insurance Co 0.76% Add +2.0% 163,600 $85.7M
AE Wealth Management LLC 0.72% Add +9.0% 163,591 $85.7M
Bradley Foster & Sargent Inc. 1.45% Reduce -21.7% 161,281 $84.5M
Ninety One UK Ltd 0.23% Reduce -33.3% 158,196 $82.9M
Coho Partners, Ltd. 5.00% Reduce -29.6% 158,085 $82.8M
BI Asset Management Fondsmaeglerselskab A/S 0.91% Reduce -11.3% 153,722 $80.5M
Vulcan Value Partners, LLC 1.51% Add +35.3% 153,586 $80.4M
Utah Retirement Systems 0.92% Reduce -0.1% 152,336 $79.8M
140 Summer Partners LP 10.75% New 151,935 $79.6M
TD Waterhouse Canada Inc. 0.65% Reduce -8.1% 152,217 $79.5M
Xponance LLC 0.77% Add +4.1% 151,694 $79.4M
Harvest Portfolios Group Inc. 2.33% Add +10.3% 150,694 $78.9M
Eastern Bank 1.54% Reduce -6.6% 149,691 $78.4M
Quantinno Capital Management LP 0.51% Add +31.4% 149,608 $78.4M
Cercano Management LLC 2.29% Add +6.6% 149,044 $78.1M
Acadian Asset Management LLC 0.22% Add +150.9% 148,918 $78.0M
Capital Fund Management S.A. 0.99% Reduce -11.8% 148,124 $77.6M
Captrust Financial Advisors 0.19% Reduce -10.3% 147,409 $77.2M
Maverick Capital 1.39% New 146,918 $76.9M
Nicholas Company, Inc. 1.32% Add +1.8% 145,166 $76.0M
TPG GP A, LLC 1.53% Add +2.3% 144,948 $75.9M
Mercer Global Advisors Inc. 0.17% Reduce -3.1% 143,736 $75.3M
Tiaa Trust, National Association 0.23% Add +8.3% 142,585 $74.7M
Riverbridge Partners LLC 1.19% Reduce -3.0% 142,019 $74.4M
Border to Coast Pensions Partnership Ltd 1.52% Reduce -11.5% 141,639 $74.2M
Vantage Investment Partners, LLC 6.19% Reduce -3.4% 140,751 $73.7M
Pathstone Holdings, LLC 0.32% Reduce -5.5% 139,935 $73.3M
Assetmark, Inc. 0.20% Add +2.9% 139,891 $73.3M
QRG Capital Management, Inc. 0.76% Reduce -0.3% 139,817 $73.2M
Vaughan David Investments LLC 1.71% Add +0.1% 139,250 $72.9M
MML Investors Services, LLC 0.24% Add +1.3% 136,391 $71.4M
Formuepleje A/S 4.07% Add +14.7% 136,304 $71.4M
Hollencrest Capital Management 3.13% Reduce -0.3% 136,088 $71.3M
Police & Firemen's Retirement System of New Jersey 0.71% Add +0.1% 133,935 $70.1M
Cornerstone Investment Partners, LLC 3.38% Reduce -0.1% 133,466 $69.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.05% Add +20.8% 132,926 $69.6M
Hudson Bay Capital Management LP 0.51% Reduce -70.0% 132,500 $69.4M
State of Alaska, Department of Revenue 0.79% Add +2.3% 132,495 $69.4M
Tocqueville Asset Management L.P. 1.13% Add +453.4% 132,198 $69.2M
Distillate Capital Partners LLC 3.53% Reduce -8.5% 131,677 $69.0M
Jupiter Asset Management Ltd. 0.66% Add +994.7% 131,441 $68.8M
Polar Capital Holdings Plc 0.42% Add +17.4% 129,226 $67.7M
Mirae Asset Global Investments Co., Ltd. 0.28% Add +16.8% 133,697 $67.5M
Groupama Asset Managment 1.36% Reduce -3.9% 129,664 $66.9M
Sanctuary Advisors, LLC 0.47% Reduce -6.8% 127,634 $66.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +16.3% 127,262 $66.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.71% Add +8.1% 127,114 $66.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.49% — 126,800 $66.4M
O'shaughnessy Asset Management, LLC 0.53% Add +5.2% 125,513 $65.7M
SP Asset Management LLC 5.77% Add +3.0% 124,931 $65.4M
Commerce Bank 0.42% Add +3.2% 124,317 $65.1M
New York Life Investment Management LLC 0.66% Add +0.5% 124,114 $65.0M
NewEdge Advisors, LLC 0.38% Reduce -0.9% 123,207 $64.5M
Aviso Financial Inc. 3.17% Add +2.2% 122,636 $64.2M
ING Groep NV 0.44% Add +4.2% 122,145 $64.0M
Walleye Trading LLC 1.80% Reduce -55.4% 120,509 $63.1M
Varma Mutual Pension Insurance Co 0.54% Reduce -10.7% 120,262 $63.0M
Empyrean Capital Partners, LP 3.70% New 120,000 $62.9M
Elo Mutual Pension Insurance Co 1.40% Add +41.8% 119,487 $62.6M
Petrus Trust Company, LTA 5.83% Add +0.6% 119,179 $62.4M
Cambridge Investment Research Advisors, Inc. 0.21% Add +2.5% 118,560 $62.1M
Premier Fund Managers Ltd 2.31% Add +20.1% 120,049 $61.9M
King Luther Capital Management Corp. 0.29% Reduce -38.2% 117,764 $61.7M
Steward Partners Investment Advisory, LLC 0.54% Reduce -3.4% 117,616 $61.6M
Cwm, LLC 0.25% Add +8.2% 117,358 $61.5M
Federated Hermes, Inc. 0.13% Add +25.3% 116,837 $61.2M
Nippon Life Global Investors Americas, Inc. 2.96% Add +11.1% 115,290 $60.4M
Danica Pension, Livsforsikringsaktieselskab 1.19% Reduce -15.4% 115,163 $60.3M
Alta Capital Management LLC/ 3.90% Add +0.2% 114,618 $60.0M
Ancora Advisors LLC 1.34% Reduce -0.4% 114,433 $59.9M
Steadfast Capital Management LP 1.69% New 113,500 $59.4M
Country Trust Bank 1.49% Add +6.8% 112,971 $59.2M
Mutual of America Capital Management LLC 0.68% Reduce -3.9% 112,383 $58.9M
Gradient Investments LLC 1.17% Add +14.4% 110,967 $58.1M
Mirabella Financial Services LLP 2.45% Add +298.4% 110,059 $57.8M
Donaldson Capital Management, LLC 2.18% Add +1.1% 109,960 $57.6M
Homestead Advisers Corp 1.40% Add +93.6% 108,800 $57.0M
Tokio Marine Asset Management Co. Ltd. 2.05% Add +3.1% 107,701 $56.4M
Huntington National Bank 0.54% Reduce -14.4% 107,283 $56.2M
First Long Island Investors, LLC 4.58% Reduce -1.4% 106,144 $55.6M
BLI - Banque de Luxembourg Investments 1.66% Reduce -0.7% 106,510 $54.9M
Cullen/Frost Bankers, Inc. 0.76% Reduce -3.2% 104,031 $54.5M
Ceredex Value Advisors LLC 1.18% Reduce -1.8% 103,335 $54.1M
Tudor Investment Corporation 0.48% Add +51.4% 102,246 $53.6M
Yousif Capital Management, LLC 0.62% Reduce -2.5% 101,802 $53.3M
Parsifal Capital Management, LP 5.56% Add +58.8% 101,491 $53.2M
Rock Springs Capital Management LP 3.02% Reduce -42.9% 100,500 $52.6M
National Philanthropic Trust 0.85% Reduce -5.8% 99,918 $52.3M
Brandes Investment Partners, LP 0.53% New 99,868 $52.3M
Smith Chas P & Associates Pa Cpas 3.02% Add +1.6% 99,292 $52.0M
Connor, Clark & Lunn Investment Management Ltd. 0.23% Add +249.4% 99,084 $51.9M
Vanguard Personalized Indexing Management, LLC 0.76% Add +0.3% 98,853 $51.8M
Advisors Capital Management, LLC 0.80% Add +4.8% 98,117 $51.4M
Envestnet Portfolio Solutions, Inc. 0.20% Reduce -6.2% 97,600 $51.1M
Pinebridge Investments, L.P. 0.41% Add +119.3% 97,206 $50.9M
OP Asset Management Ltd 0.86% — 96,893 $50.7M
Vontobel Holding Ltd. 0.18% Reduce -10.2% 96,631 $50.6M
&partners 0.54% Reduce -11.9% 98,181 $50.6M
Kestra Advisory Services, LLC 0.24% Reduce -2.6% 95,475 $50.0M
Estuary Capital Management LP 12.11% New 95,300 $49.9M
Prime Capital Investment Advisors, LLC 0.58% Add +43.2% 95,143 $49.8M
Carnegie Investment Counsel 1.18% Add +256.4% 94,831 $49.7M
Achmea Investment Management B.V. 0.72% Add +24.7% 94,604 $49.5M
Qube Research & Technologies Ltd 0.08% Reduce -58.3% 92,908 $48.7M
Deprince Race & Zollo Inc. 0.99% Add +12.6% 91,453 $47.9M
Ethic Inc. 0.97% Add +6.4% 91,254 $47.7M
Whittier Trust Co. 0.66% Reduce -0.6% 90,683 $47.5M
Agf Management Ltd. 0.25% Reduce -70.3% 90,206 $47.2M
Guggenheim Capital LLC 0.44% Reduce -6.8% 89,830 $47.0M
Vident Advisory, LLC 0.68% Add +9.7% 88,866 $46.5M
Orion Porfolio Solutions, LLC 0.45% Add +1.3% 88,073 $46.1M
Orion Portfolio Solutions, LLC 0.45% Add +1.3% 88,073 $46.1M
Quintet Private Bank (Europe) S.A. 2.70% Add +3.2% 87,554 $45.9M
Provident Investment Management, Inc. 4.32% Add +0.2% 87,538 $45.8M
W1M Asset Management Ltd 3.92% Add +55.8% 87,393 $45.8M
UMB Bank, n.a. 0.75% Reduce -3.5% 87,107 $45.6M
Ieq Capital, LLC 0.36% Add +57.9% 87,056 $45.6M
Jones Financial Companies LLLP 0.04% Add +30.1% 87,961 $45.6M
Atalanta Sosnoff Capital, LLC 1.09% Reduce -4.1% 86,590 $45.4M
53 House LLP 39.93% Add +26.8% 86,361 $45.2M
Douglas Lane & Associates, LLC 0.66% Add +1.2% 85,729 $44.9M
Osterweis Capital Management Inc. 3.02% Add +25.5% 85,563 $44.8M
Rafferty Asset Management, LLC 0.19% Reduce -18.4% 85,210 $44.6M
Parallax Volatility Advisers, L.P. 1.73% Reduce -36.2% 85,072 $44.6M
Aptus Capital Advisors, LLC 0.50% Add +8.7% 84,233 $44.1M
Night Owl Capital Management, LLC 5.50% Add +39.3% 83,996 $44.0M
Segall Bryant & Hamill, LLC 0.67% Reduce -6.3% 83,570 $43.8M
EP Wealth Advisors, LLC 0.35% Reduce -0.5% 83,141 $43.5M
Rakuten Investment Management, Inc. 0.20% — 84,115 $43.4M
Wealthfront Advisers LLC 0.11% Add +5.5% 81,508 $42.7M
Rockland Trust Co. 2.12% Add +1.5% 80,631 $42.2M
NS Partners Ltd 1.84% Reduce -1.1% 79,928 $41.9M
Conning Inc. 1.53% Add +16.9% 79,230 $41.5M
Oregon Public Employees Retirement Fund 0.80% Add +0.2% 79,068 $41.4M
Davis R M Inc. 0.83% Reduce -12.7% 79,014 $41.4M
Curi Capital, LLC 1.01% Reduce -12.1% 78,248 $41.0M
AltraVue Capital, LLC 4.10% Add +21.6% 77,990 $40.8M
Woodline Partners LP 0.26% Add +47.7% 77,751 $40.7M
Rhenman & Partners Asset Management AB 4.66% Add +27.9% 77,430 $40.6M
NFJ Investment Group, LLC 1.36% Reduce -18.5% 77,183 $40.4M
Blue Whale Capital LLP 3.27% Add +1.3% 77,152 $40.4M
Capital Advisors Inc. 0.80% Add +1.4% 77,077 $40.4M
Stock Yards Bank & Trust Co. 1.44% Add +1.9% 77,022 $40.3M
Aureus Asset Management, LLC 2.81% Reduce -5.0% 76,516 $40.1M
Obermeyer Wealth Partners 2.12% Reduce -3.9% 75,902 $39.8M
Bailard, Inc. 1.03% Add +0.8% 75,875 $39.7M
Mizuho Markets Americas LLC 0.85% Reduce -4.1% 75,000 $39.3M
Hantz Financial Services, Inc. 0.69% Reduce -2.5% 74,907 $39.2M
Heritage Investors Management Corp. 1.34% Add +9.0% 74,443 $39.0M
Discovery Capital Management, LLC / CT 4.74% New 74,420 $39.0M
Atria Investments, Inc 0.50% Reduce -0.2% 74,418 $39.0M
Mizuho Securities USA LLC 0.83% Reduce -15.5% 73,687 $38.6M
Van Lanschot Kempen Investment Management N.V. 0.40% Add +54.8% 73,672 $38.6M
Financial Counselors Inc. 0.58% Reduce -51.1% 73,534 $38.5M
Fiduciary Trust Co 0.50% Add +4.7% 73,138 $38.3M
Daiichi Life Insurance Co., Ltd. 1.11% Add +1.6% 72,552 $38.0M
Martingale Asset Management L P 0.96% Reduce -10.2% 72,374 $37.9M
Port Capital LLC 1.71% Reduce -0.9% 72,132 $37.8M
Oppenheimer Asset Management Inc. 0.47% Reduce -3.7% 71,862 $37.6M
Chilton Capital Management LLC 1.63% Reduce -11.8% 71,755 $37.6M
Soros Fund Management 0.94% Reduce -8.7% 71,100 $37.2M
MBB Public Markets I LLC 4.29% Add +7.5% 71,033 $37.2M
United Services Automobile Association 1.14% No change 71,940 $37.1M
Penn Davis McFarland Inc. 4.39% Add +4.7% 70,685 $37.0M
Park West Asset Management LLC 3.01% Reduce -6.2% 70,450 $36.9M
Alyeska Investment Group, L.P. 0.15% Add +21.1% 70,000 $36.7M
United Capital Financial Advisors, LLC 0.31% Reduce -5.5% 69,695 $36.5M
Avantax Advisory Services, Inc. 0.22% Add +2.3% 69,520 $36.4M
WestEnd Advisors, LLC 0.97% Reduce -3.8% 69,475 $36.4M
Aware Super Pty Ltd as trustee of Aware Super 0.62% Reduce -1.2% 69,143 $36.2M
Maple Capital Management, Inc. 2.79% Add +1.7% 68,861 $36.1M
Palisade Asset Management, LLC 3.69% Add +2.8% 68,541 $35.9M
Avanza Fonder AB 1.17% Reduce -16.0% 67,879 $35.5M
Florida Trust Wealth Management Co 1.15% Reduce -2.5% 67,292 $35.2M
UniSuper Management Pty Ltd 0.26% Reduce -34.9% 66,871 $35.0M
NEOS Investment Management LLC 0.66% Add +37.8% 66,616 $34.9M
Townsquare Capital LLC 0.37% Reduce -6.2% 66,366 $34.8M
Freestone Grove Partners LP 0.36% Reduce -31.4% 66,315 $34.7M
Manning & Napier Advisors LLC 0.43% Reduce -52.5% 66,184 $34.7M
Peapack Gladstone Financial Corp. 0.51% Reduce -4.3% 66,109 $34.6M
Solel Partners LP 6.41% New 66,100 $34.6M
BlackBarn Capital Partners LP 11.81% Add +10.0% 66,000 $34.6M
South Dakota Investment Council 0.70% Reduce -0.1% 65,092 $34.1M
HB Wealth Management, LLC 0.29% Add +24.6% 64,780 $33.9M
Auxier Asset Management LLC 4.99% Reduce -1.4% 63,896 $33.5M
Raiffeisen Bank International AG 0.53% Add +7.8% 64,813 $33.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.34% Add +18.2% 63,606 $33.3M
Sit Investment Associates Inc. 0.78% Add +0.7% 63,307 $33.2M
Ofi Invest Asset Management 0.87% Reduce -47.1% 68,040 $33.0M
Private Advisor Group, LLC 0.20% Reduce -2.2% 62,882 $32.9M
Kentucky Retirement Systems 1.00% Reduce -1.0% 62,814 $32.9M
Ironvine Capital Partners, LLC 3.57% Reduce -2.5% 62,718 $32.8M
Prudential PLC 0.17% Reduce -6.5% 62,563 $32.8M
Kennedy Capital Management LLC 0.78% Add +6.8% 62,543 $32.8M
Allworth Financial LP 0.18% Add +5.5% 77,045 $32.7M
Sabal Trust CO 1.81% Add +0.5% 62,252 $32.6M
Exencial Wealth Advisors, LLC 1.21% Reduce -6.8% 62,002 $32.5M
Wesleyan Assurance Society 2.40% Add +19.8% 61,555 $32.2M
Silvant Capital Management LLC 1.48% Add +0.3% 61,442 $32.2M
Farmers & Merchants Investments Inc. 1.02% Reduce -0.9% 61,438 $32.2M
Beacon Pointe Advisors, LLC 0.36% Add +2.6% 60,646 $31.8M
Quantitative Investment Management, LLC 2.92% New 60,538 $31.7M
Rwa Wealth Partners, LLC 0.40% Add +0.1% 60,122 $31.5M
Bokf, NA 0.55% Add +1.0% 59,795 $31.3M
Annex Advisory Services, LLC 0.88% Add +9.2% 59,571 $31.2M
Norinchukin Bank, The 0.57% Add +13.5% 59,444 $31.1M
Community Trust & Investment Co. 1.98% Add +1.2% 59,185 $31.0M
River Road Asset Management, LLC 0.42% Reduce -5.5% 58,770 $30.8M
Metis Global Partners, LLC 0.87% Add +10.4% 58,738 $30.8M
Galvin, Gaustad & Stein, LLC 2.76% Reduce -3.2% 58,225 $30.5M
Illinois Municipal Retirement Fund 0.44% Add +1.6% 58,093 $30.4M
Allianz SE 0.81% Add +14.2% 58,033 $30.4M
Fulton Breakefield Broenniman LLC 2.18% Reduce -3.1% 57,626 $30.2M
Clifford Swan Investment Counsel LLC 1.11% Add +15.0% 57,518 $30.1M
Systematic Alpha Investments, LLC 1.15% No change 57,323 $30.0M
Baron Capital (BAMCO) 0.09% Add +4.6% 56,890 $29.8M
Associated Banc-Corp 0.90% Reduce -1.0% 56,263 $29.5M
Hartford Investment Management Co. 1.02% Reduce -1.3% 56,162 $29.4M
Liberty One Investment Management, LLC 2.98% Add +580.8% 56,155 $29.4M
Northwest & Ethical Investments L.P. 0.80% Reduce -4.0% 55,986 $29.3M
Lockheed Martin Investment Management Co. 1.19% Add +27.1% 55,960 $29.3M
Shell Asset Management Co. 1.39% Reduce -18.0% 55,876 $29.3M
AEGON ASSET MANAGEMENT UK Plc 0.42% Reduce -55.6% 55,173 $28.9M
Nearwater Capital Markets, Ltd 0.82% New 55,000 $28.8M
Blue Chip Partners, LLC 2.47% Add +4.2% 54,716 $28.7M
Campbell Newman Asset Management Inc. 2.43% Add +0.2% 54,647 $28.6M
Foundations Investment Advisors, LLC 0.53% Reduce -3.3% 54,391 $28.5M
Hemenway Trust Co LLC 2.30% Add +1.4% 53,943 $28.3M
Gulf International Bank (UK) Ltd 0.95% Reduce -26.6% 52,824 $27.7M
Oddo BHF Asset Management Sas 1.13% Reduce -3.0% 52,546 $27.5M
Sumitomo Mitsui Financial Group, Inc. 0.50% Add +18.8% 52,490 $27.5M
Guardian Capital LP 1.08% Add +2.9% 52,398 $27.4M
Sequoia Financial Advisors, LLC 0.21% Add +79.4% 52,290 $27.4M
Wesbanco Bank Inc. 0.95% Add +0.7% 52,206 $27.3M
683 Capital Management, LLC 3.03% New 52,000 $27.2M
Banco Santander, S.A. 0.30% Add +12.0% 51,956 $27.2M
Glenview Trust Co 0.53% Add +4.6% 51,836 $27.1M
Oppenheimer & Co. Inc. 0.41% Reduce -12.7% 51,765 $27.1M
Polaris Capital Management, LLC 1.54% Reduce -12.0% 51,512 $27.0M
FineMark National Bank & Trust 0.98% Reduce -0.6% 51,303 $26.9M
Vestcor Inc 0.90% Reduce -5.3% 51,155 $26.8M
Choate Investment Advisors 0.66% Add +8.6% 50,987 $26.7M
Old National Bancorp 0.70% Reduce -6.4% 50,979 $26.7M
DSG Capital Advisors, LLC 5.39% Add +0.7% 50,954 $26.7M
Stack Financial Management, Inc 2.22% Reduce -0.5% 50,928 $26.7M
Adams Diversified Equity Fund, Inc. 1.06% Add +56.8% 50,800 $26.6M
Azimuth Capital Investment Management LLC 1.06% Reduce -5.9% 50,689 $26.5M
Avidity Partners Management LP 5.46% Reduce -15.8% 50,500 $26.4M
Waverly Advisors, LLC 0.32% Add +144.8% 50,243 $26.3M
Parkman Healthcare Partners LLC 3.12% Add +151.1% 50,213 $26.3M
Cohen Capital Management, Inc. 4.48% No change 49,942 $26.2M
Group One Trading LLC 1.08% Reduce -45.7% 49,640 $26.0M
Louisiana State Employees Retirement System 0.52% No change 49,500 $25.9M
Union Bancaire Privee, UBP SA 0.51% Reduce -5.3% 52,452 $25.8M
Mesirow Financial Investment Management, Inc. 0.50% Add +0.0% 49,180 $25.8M
Badgley Phelps Wealth Managers, LLC 0.62% Reduce -1.9% 49,019 $25.7M
Jane Street Group, LLC 0.05% Reduce -93.8% 48,928 $25.6M
Securian Asset Management, Inc. 0.78% Reduce -1.4% 48,773 $25.5M
HM Payson & Co. 0.45% Reduce -6.9% 48,746 $25.5M
Flputnam Investment Management Co. 0.48% Reduce -29.0% 48,715 $25.5M
D'Orazio & Associates, Inc. 3.88% Reduce -1.7% 48,639 $25.5M
Davis Selected Advisers 0.15% Reduce -5.1% 48,519 $25.4M
Arnhold LLC 2.54% Add +7.9% 48,063 $25.2M
LGT Group Foundation 0.35% Add +62.7% 47,981 $25.1M
Diversified Trust Co. 0.62% Reduce -3.6% 47,939 $25.1M
Edmond DE Rothschild Holding S.A. 0.44% Reduce -7.7% 47,801 $25.0M
Mill Capital Management, LLC 2.00% Reduce -4.1% 47,757 $25.0M
Tidal Investments LLC 0.21% Reduce -42.1% 47,611 $24.9M
World Investment Advisors 0.64% Add +5.6% 47,312 $24.8M
Hardman Johnston Global Advisors LLC 1.18% Reduce -34.3% 47,216 $24.7M
Pacer Advisors, Inc. 0.06% Reduce -35.8% 47,074 $24.7M
Benjamin Edwards Inc. 0.34% Reduce -0.8% 46,931 $24.6M
Callahan Advisors, LLC 2.34% Add +6.9% 46,858 $24.5M
Commerzbank Aktiengesellschaft 0.57% Reduce -6.7% 46,624 $24.4M
Todd Asset Management LLC 0.57% Reduce -17.9% 46,617 $24.4M
Nicola Wealth Management LTD. 2.37% Add +2.2% 46,400 $24.3M
Silvercrest Asset Management Group LLC 0.17% Add +19.5% 46,377 $24.3M
Novare Capital Management LLC 2.12% Reduce -0.8% 46,333 $24.3M
Alberta Investment Management Corp 0.17% Add +85.8% 46,289 $24.2M
NewEdge Wealth, LLC 0.44% Reduce -0.4% 46,285 $24.2M
Citizens Financial Group Inc. 0.48% Add +2.4% 46,038 $24.1M
CENTRAL TRUST Co 0.59% Reduce -1.3% 45,934 $24.1M
Whittier Trust Co. of Nevada Inc. 0.60% Add +1.3% 45,657 $23.9M
Dorsey & Whitney Trust CO LLC 1.38% Add +1.1% 45,632 $23.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.70% Reduce -7.2% 45,604 $23.9M
Andra AP-fonden 0.39% Add +9.2% 45,200 $23.7M
Hendershot Investments Inc. 3.20% Add +5.2% 44,837 $23.5M
Hamilton Capital Partners Inc. 1.50% Add +23.8% 44,704 $23.4M
Trajan Wealth LLC 1.28% Add +14.3% 44,619 $23.4M
Foyston, Gordon & Payne Inc 5.74% Add +47.4% 44,365 $23.2M
Oak Ridge Investments LLC 1.92% Add +5.1% 44,071 $23.1M
JPL Wealth Management, LLC 6.58% Add +1.6% 44,023 $23.1M
Empowered Funds, LLC 0.33% Add +8.2% 43,709 $22.9M
Aquatic Capital Management LLC 0.58% Reduce -42.4% 43,501 $22.8M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -2.0% 43,291 $22.7M
Maryland State Retirement & Pension System 0.54% Reduce -13.2% 43,108 $22.6M
Cornerstone Advisors, LLC 0.97% Reduce -15.0% 43,103 $22.6M
New Mexico Educational Retirement Board 0.81% Reduce -2.3% 43,020 $22.5M
Vinva Investment Management Ltd 0.89% Add +14.4% 43,558 $22.5M
Focus Financial Network, Inc. 0.92% Reduce -4.1% 42,876 $22.5M
First American Bank 1.66% Add +0.3% 42,768 $22.4M
Owl Creek Asset Management, L.P. 3.65% New 42,754 $22.4M
D.A. Davidson & Co. 0.18% Add +1.7% 42,486 $22.3M
Lombard Odier Asset Management (Switzerland) SA 1.27% Add +64.5% 42,260 $22.1M
Meiji Yasuda Life Insurance Co 0.44% Reduce -4.1% 42,182 $22.1M
HUB Investment Partners, LLC 0.89% Add +15.7% 42,132 $22.1M
Voloridge Investment Management, LLC 0.08% Reduce -54.9% 41,909 $21.9M
Dana Investment Advisors, Inc. 0.78% Reduce -4.9% 41,767 $21.9M
GW&K Investment Management, LLC 0.20% Reduce -61.1% 41,747 $21.9M
TCV Trust & Wealth Management, Inc. 2.01% Reduce -1.8% 41,483 $21.7M
Synovus Financial Corp. 0.28% Reduce -16.2% 41,332 $21.6M
Pittenger & Anderson Inc. 0.79% Reduce -3.2% 41,274 $21.6M
LGT Fund Management Co Ltd. 1.95% Add +13.3% 41,189 $21.6M
Patten & Patten Inc. 1.44% Add +1.8% 41,008 $21.5M
First Citizens Bank & Trust Co. 0.54% Add +5.0% 40,443 $21.2M
Braun Stacey Associates Inc. 0.86% Reduce -1.5% 40,384 $21.2M
LGT Capital Partners LTD. 0.93% Reduce -28.4% 40,147 $21.0M
Mirae Asset Securities (usa) Inc. 0.90% Reduce -0.6% 40,104 $21.0M
Wealthcare Capital Partners, LLC 10.78% Reduce -0.5% 40,043 $21.0M
Livforsakringsbolaget Skandia, Omsesidigt 1.18% Reduce -0.3% 40,062 $21.0M
E. Ohman J:or Asset Management AB 0.56% Reduce -4.8% 39,955 $20.9M
Williams Jones Wealth Management, LLC. 0.27% Reduce -25.9% 39,810 $20.9M
Colonial Trust Advisors 1.85% Reduce -0.8% 39,780 $20.8M
Great Valley Advisor Group, Inc. 0.45% Reduce -0.7% 39,658 $20.8M
First Eagle Investment Management, LLC 0.04% Reduce -1.1% 39,619 $20.8M
Triglav Investments, D.O.O. 1.73% Reduce -13.5% 39,548 $20.7M
Trust Co. of Vermont 1.03% Add +1.4% 39,544 $20.7M
First Financial Bankshares Inc 0.44% Add +2.4% 39,111 $20.5M
Walleye Capital LLC 0.25% Add +59.7% 39,056 $20.5M
Railway Pension Investments Ltd 0.29% Reduce -49.0% 38,956 $20.4M
Gabelli Funds LLC 0.16% Reduce -0.8% 38,740 $20.3M
LMCG Investments, LLC 1.35% Add +1.9% 38,708 $20.3M
First National Trust Co 0.82% Reduce -4.3% 38,677 $20.3M
Cim, LLC 3.00% Add +1.2% 38,519 $20.2M
Liontrust Investment Partners LLP 0.31% Add +38.2% 38,438 $20.1M
Tower Research Capital LLC (TRC) 0.60% Reduce -24.9% 41,210 $20.1M
Barlow Wealth Partners, LLC 2.61% Add +29.3% 47,460 $19.9M
Burney Co./ 0.72% Reduce -10.6% 37,571 $19.7M
Advisors Asset Management, Inc. 0.37% Reduce -5.7% 37,460 $19.6M
Pinnacle Associates Ltd. 0.29% Add +1.9% 37,373 $19.6M
Madison Asset Management, LLC 0.22% Reduce -0.7% 37,352 $19.6M
Snowden Capital Advisors LLC 0.63% Reduce -7.3% 37,288 $19.5M
Capital International Sarl 0.44% Add +27.9% 37,264 $19.5M
Compagnie Lombard Odier SCmA 0.24% Add +0.1% 37,261 $19.5M
JLB & Associates Inc. 2.72% Add +0.7% 37,251 $19.5M
Eagle Global Advisors LLC 0.80% Add +0.0% 37,217 $19.5M
Venturi Wealth Management, LLC 1.01% Add +17.0% 37,146 $19.5M
Private Capital Advisors, Inc. 2.32% Reduce -2.3% 37,077 $19.4M
Appleton Partners Inc. 1.49% Add +0.2% 36,920 $19.3M
Marco Investment Management LLC 1.79% Reduce -0.9% 36,915 $19.3M
Bridgeway Capital Management, LLC 0.48% Reduce -5.6% 36,450 $19.1M
Salem Investment Counselors Inc. 0.66% Reduce -6.1% 36,193 $19.0M
S&co Inc. 1.27% Add +27.5% 36,171 $18.9M
Copeland Capital Management, LLC 0.38% Reduce -2.0% 36,118 $18.9M
Simplex Trading, LLC 0.67% Add +19.9% 36,061 $18.9M
PFM Health Sciences, LP 1.48% Reduce -52.5% 35,904 $18.8M
LBP Am SA 0.29% Add +11.2% 35,609 $18.7M
Violich Capital Management, Inc. 2.51% Reduce -0.5% 35,590 $18.6M
Abn Amro Investment Solutions 0.39% Add +16.5% 35,434 $18.6M
Modera Wealth Management, LLC 0.25% Reduce -2.9% 35,297 $18.5M
Argent Trust Co 0.76% Add +0.9% 35,124 $18.4M
Albion Financial Group 1.28% Reduce -0.8% 34,553 $18.1M
ArrowMark Colorado Holdings LLC 0.29% Add +1089.7% 34,500 $18.1M
Choreo, LLC 0.28% Reduce -12.3% 34,377 $18.0M
Shelton Capital Management 0.43% Add +0.3% 34,291 $18.0M
Independent Advisor Alliance 0.59% Reduce -5.1% 34,253 $17.9M
BDF-Gestion 1.94% Add +13.0% 33,970 $17.8M
Chesley Taft & Associates LLC 0.86% Add +5.6% 33,931 $17.8M
Waycross Partners, LLC 1.98% Add +21.6% 33,795 $17.7M
Level Four Advisory Services, LLC 0.72% Reduce -0.3% 33,651 $17.6M
Fred Alger Management, LLC 0.10% Reduce -4.8% 33,551 $17.6M
Advisory Services Network, LLC 0.34% Add +8.5% 33,457 $17.5M
Stonebridge Capital Advisors LLC 1.43% Add +2.5% 33,452 $17.5M
RiverFront Investment Group, LLC 0.39% Add +12.1% 33,298 $17.4M
Garrison Bradford & Associates Inc. 19.17% Reduce -1.6% 33,273 $17.4M
Chilton Investment Co. Inc. 0.42% Reduce -39.8% 32,990 $17.3M
BNP Paribas 0.72% Add +24.1% 32,947 $17.3M
UNIVEST FINANCIAL Corp 1.12% Add +3.6% 32,870 $17.2M
Park Avenue Securities LLC 0.21% Add +2.6% 32,862 $17.2M
OneDigital Investment Advisors LLC 0.20% Reduce -1.3% 32,848 $17.2M
Calamos Wealth Management LLC 0.87% Reduce -18.5% 32,729 $17.1M
Apollon Wealth Management, LLC 0.37% Add +3.1% 32,509 $17.0M
Harbor Investment Advisory, LLC 1.65% Reduce -6.1% 32,447 $17.0M
Atria Wealth Solutions, Inc. 0.20% Reduce -7.5% 32,375 $17.0M
Kestra Private Wealth Services, LLC 0.28% Reduce -0.5% 32,230 $16.9M
Empirical Finance, LLC 1.02% Add +1.1% 32,174 $16.9M
Davidson Investment Advisors 0.83% Add +70.0% 32,059 $16.8M
Allstate Corp. 0.49% Add +16.0% 31,872 $16.7M
Segment Wealth Management, LLC 1.13% Add +3.5% 31,808 $16.7M
Stephens Inc. 0.24% Reduce -6.3% 31,726 $16.6M
Raub Brock Capital Management LP 3.69% Reduce -3.2% 31,592 $16.5M
MassMutual Private Wealth & Trust, FSB 0.48% Reduce -37.6% 31,542 $16.5M
Petredis Investment Advisors LLC 1.71% Add +2.0% 31,306 $16.4M
Parallel Advisors, LLC 0.37% Reduce -9.4% 31,303 $16.4M
CCM Investment Advisers LLC 2.01% Reduce -3.3% 31,271 $16.4M
Spire Wealth Management 0.52% Reduce -0.4% 31,214 $16.3M
CW Advisors, LLC 0.20% Add +44.3% 31,136 $16.3M
GAM Holding AG 1.26% Reduce -31.4% 31,059 $16.3M
Ashton Thomas Private Wealth, LLC 0.62% Reduce -8.5% 31,000 $16.2M
Washington Trust Bank 1.63% Add +0.3% 30,992 $16.2M
Bragg Financial Advisors, Inc 0.67% Reduce -0.4% 30,902 $16.2M
B. Riley Wealth Advisors, Inc. 0.49% Reduce -2.4% 30,644 $16.0M
Alpha Cubed Investments, LLC 0.72% Reduce -7.3% 30,624 $16.0M
Meiji Yasuda Asset Management Co Ltd. 0.65% Reduce -15.3% 30,598 $16.0M
Lombard Odier Asset Management (Europe) Ltd 1.45% Reduce -34.1% 30,459 $16.0M
Axxcess Wealth Management, LLC 0.44% Reduce -1.4% 30,449 $15.9M
QV Investors Inc. 1.61% Reduce -8.6% 30,444 $15.9M
Bryn Mawr Trust Advisors, LLC 0.95% Reduce -10.6% 30,249 $15.8M
McRae Capital Management Inc. 3.33% Add +8.6% 30,157 $15.8M
King Wealth Management Group 2.39% Reduce -0.2% 30,048 $15.7M
Bright Rock Capital Management, LLC 3.31% No change 30,000 $15.7M
Montanova Capital, LLC 0.63% Reduce -60.2% 29,900 $15.7M
Onex Canada Asset Management Inc. 2.02% Add +5.5% 29,866 $15.6M
YHB Investment Advisors, Inc. 1.30% Reduce -4.2% 29,699 $15.6M
Meridian Wealth Management, LLC 0.75% Reduce -0.4% 29,685 $15.5M
L1 Capital International Pty Ltd 4.27% Add +2.5% 29,659 $15.5M
Brighton Jones LLC 0.49% Reduce -33.8% 29,291 $15.3M
Northwestern Mutual Investment Management Company, LLC 0.24% Add +0.2% 29,269 $15.3M
F/m Investments LLC 0.61% Reduce -55.6% 29,236 $15.3M
Siemens Fonds Invest GmbH 1.05% New 29,185 $15.3M
Wilmington Savings Fund Society, FSB 0.29% Reduce -6.5% 29,155 $15.3M
New Age Alpha Advisors, LLC 0.68% Reduce -6.3% 29,109 $15.2M
Tower Bridge Advisors 1.73% Add +1.5% 29,098 $15.2M
ARS Wealth Advisors Group, LLC 2.12% Add +3.6% 28,650 $15.0M
Eisler Capital Management Ltd. 0.45% Add +523.6% 28,535 $14.9M
Phoenix Financial Ltd. 0.23% Reduce -33.8% 28,312 $14.8M
Markel Group 0.13% Add +4.9% 28,014 $14.7M
Wallington Asset Management, LLC 2.11% Reduce -2.0% 27,986 $14.7M
Kornitzer Capital Management Inc. 0.30% Add +1.1% 27,934 $14.6M
Groupe la Francaise 0.31% Reduce -4.4% 28,198 $14.5M
Litman Gregory Wealth Management LLC 1.24% Add +5.9% 27,564 $14.4M
Coldstream Capital Management Inc. 0.31% Add +0.2% 27,447 $14.4M
Altrafin AG 5.58% Reduce -4.8% 27,412 $14.4M
Pioneer Trust Bank N A 3.77% Add +1.4% 27,332 $14.3M
Cyndeo Wealth Partners, LLC 0.94% Reduce -9.3% 27,327 $14.3M
Alps Advisors Inc. 0.08% Add +0.8% 27,252 $14.3M
Anchor Capital Advisors LLC 0.43% Reduce -31.9% 27,213 $14.3M
Penobscot Investment Management Company, Inc. 1.34% Reduce -4.9% 27,103 $14.2M
Neville Rodie & Shaw Inc. 1.11% Add +1.8% 27,077 $14.2M
Equitable Holdings, Inc. 0.13% Add +13.1% 27,042 $14.2M
First Foundation Advisors 0.58% Reduce -8.3% 27,042 $14.2M
Middleton & Co. Inc. 1.65% Reduce -3.0% 26,986 $14.1M
Clough Capital Partners L P 1.78% Add +153.4% 26,894 $14.1M
Heritage Trust Co 1.71% Reduce -1.7% 26,880 $14.1M
Addenda Capital Inc. 0.52% Reduce -0.7% 26,824 $14.0M
Kentucky Retirement Systems Insurance Trust Fund 1.00% Reduce -25.0% 26,754 $14.0M
Ascent Group, LLC 0.60% Add +21.7% 26,535 $13.9M
Integrated Wealth Concepts LLC 0.16% Reduce -1.4% 26,383 $13.8M
Howe & Rusling Inc. 1.15% Reduce -1.4% 26,184 $13.7M
Aristotle Atlantic Partners, LLC 0.46% Reduce -55.4% 26,163 $13.7M
Prospera Financial Services Inc 0.31% Reduce -3.0% 26,146 $13.7M
Investment Management Corp of Ontario 0.28% Reduce -42.9% 26,021 $13.6M
Bell Asset Management Ltd 2.50% Reduce -8.9% 25,952 $13.6M
Atle Fund Management AB 5.96% Reduce -26.8% 25,782 $13.5M
Concurrent Investment Advisors, LLC 0.33% Add +20.5% 25,704 $13.5M
Overbrook Management Corp 3.16% Reduce -6.9% 25,697 $13.5M
Principal Securities, Inc. 0.30% No change 26,354 $13.3M
GDS Wealth Management 1.13% Add +9.4% 25,325 $13.3M
Live Oak Private Wealth LLC 2.15% Add +2.1% 25,306 $13.3M
North Star Asset Management Inc. 0.60% Add +3.5% 25,292 $13.2M
German American Bancorp, Inc. 1.42% Reduce -9.4% 25,249 $13.2M
Summit Financial, LLC 0.37% Add +2.1% 25,249 $13.2M
Baltimore-Washington Financial Advisors, Inc. 0.71% Reduce -2.2% 25,193 $13.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.48% Reduce -0.3% 25,138 $13.2M
Muhlenkamp & Co. Inc. 4.29% Reduce -0.9% 25,045 $13.1M
Trillium Asset Management, LLC 0.38% Reduce -37.6% 25,027 $13.1M
Columbus Hill Capital Management, L.P. 2.85% Add +55.0% 24,870 $13.0M
Engineers Gate Manager LP 0.22% Reduce -20.9% 24,818 $13.0M
North Point Portfolio Managers Corp. 2.28% Add +0.0% 24,781 $13.0M
Amica Mutual Insurance Co. 1.43% No change 24,776 $13.0M
Somerville Kurt F 2.26% Reduce -2.4% 24,768 $13.0M
Orange Investment Advisors, Inc. 1.55% Reduce -5.9% 24,722 $12.9M
Carnegie Lake Advisors LLC 5.24% Reduce -4.7% 24,645 $12.9M
Narwhal Capital Management 1.14% Reduce -32.3% 24,493 $12.8M
Hyperion Capital Advisors LP 6.98% Reduce -3.0% 24,477 $12.8M
GF Fund Management Co. LTD. 0.30% Add +1.8% 24,412 $12.8M
Schmidt P J Investment Management Inc. 2.34% Reduce -1.8% 24,387 $12.8M
Dividend Assets Capital, LLC 2.41% Add +8.3% 24,338 $12.7M
Schonfeld Strategic Advisors LLC 0.09% Add +143.9% 24,257 $12.7M
Mark Sheptoff Financial Planning, LLC 6.97% Reduce -6.9% 24,143 $12.6M
WoodTrust Financial Corp 1.77% Add +7.7% 24,119 $12.6M
Sonora Investment Management Group, LLC 1.01% Add +2.4% 24,077 $12.6M
Fulcrum Capital LLC 2.79% Add +6.4% 24,013 $12.6M
Pine Valley Investments Ltd Liability Co 0.81% Add +4.5% 23,935 $12.5M
American National Bank & Trust 1.38% Reduce -17.9% 23,810 $12.5M
Cozad Asset Management Inc. 1.24% Add +4.6% 23,755 $12.4M
Freestone Capital Holdings, LLC 0.46% Reduce -32.5% 23,708 $12.4M
Great Lakes Retirement, Inc. 1.63% Add +81.7% 23,707 $12.4M
Sienna Gestion 1.00% Reduce -9.5% 24,365 $12.4M
Americana Partners, LLC 0.48% Reduce -6.5% 23,630 $12.4M
Davis-Rea LTD. 3.28% Add +0.5% 23,548 $12.3M
Anchor Investment Management, LLC 1.15% Add +2.5% 23,542 $12.3M
Pallas Capital Advisors LLC 0.51% Add +16.9% 23,471 $12.3M
Capital Investment Advisors, LLC 0.24% Reduce -8.2% 23,219 $12.2M
Beese Fulmer Investment Management, Inc. 1.05% Reduce -0.3% 23,190 $12.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.37% Add +0.8% 23,005 $12.0M
Ally Financial Inc. 1.35% Add +43.8% 23,000 $12.0M
Robeco Schweiz AG 0.30% No change 22,971 $12.0M
Alaska Permanent Fund Corp 0.17% No change 29,174 $12.0M
Miramar Capital, LLC 2.86% Reduce -2.2% 22,915 $12.0M
Allen Mooney & Barnes Investment Advisors LLC 1.95% Add +6.7% 22,911 $12.0M
Lowe Brockenbrough & Co. Inc. 0.79% Reduce -1.5% 22,839 $12.0M
Bleakley Financial Group, LLC 0.38% Reduce -5.3% 22,830 $12.0M
Payden & Rygel 1.03% Reduce -19.7% 22,780 $11.9M
Broderick Brian C 2.43% Reduce -0.1% 22,747 $11.9M
Greenleaf Trust 0.11% Reduce -2.9% 22,558 $11.8M
Caprock Group, LLC 0.36% Add +1.4% 22,542 $11.8M
SVB Wealth LLC 0.48% Reduce -5.3% 22,495 $11.8M
Iyo Bank, Ltd. 3.78% No change 22,410 $11.7M
Crossmark Global Holdings, Inc. 0.21% Add +0.7% 22,399 $11.7M
Eldred Rock Partners, LLC 3.55% Add +10.4% 22,295 $11.6M
Callan Family Office, LLC 0.87% Reduce -29.4% 22,149 $11.6M
Bourgeon Capital Management LLC 2.54% Reduce -1.1% 22,106 $11.6M
Smithbridge Asset Management Inc. 2.14% — 22,068 $11.6M
Elevation Point Wealth Partners, LLC 0.98% Add +4.7% 21,823 $11.4M
CHURCHILL MANAGEMENT Corp 0.14% Reduce -1.1% 21,809 $11.4M
Torray Investment Partners LLC 1.70% Reduce -0.1% 21,798 $11.4M
Plato Investment Management Ltd 0.96% Reduce -5.5% 21,548 $11.4M
Clearstead Advisors, LLC 0.18% Reduce -52.2% 21,663 $11.3M
Hilltop Holdings Inc. 0.72% Add +4.6% 21,651 $11.3M
Mission Wealth Management, LP 0.28% Add +1.1% 21,626 $11.3M
NorthCrest Asset Manangement, LLC 0.34% Add +9.2% 21,571 $11.3M
Polar Asset Management Partners Inc. 0.52% Add +450.6% 21,472 $11.2M
Adell Harriman & Carpenter Inc. 0.85% Reduce -29.1% 21,452 $11.2M
Dynamic Advisor Solutions LLC 0.37% New 21,366 $11.2M
Beacon Investment Advisory Services, Inc. 0.52% Reduce -2.3% 21,344 $11.2M
Strong Tower Advisory Services 2.73% Add +11.1% 21,186 $11.1M
Sawgrass Asset Management LLC 1.36% Reduce -5.0% 21,119 $11.1M
Kestra Investment Management, LLC 0.21% Add +190.7% 27,504 $11.1M
Moore Capital Management, LP 0.44% Reduce -29.8% 21,059 $11.0M
Advisory Research Inc. 1.94% Reduce -6.0% 21,037 $11.0M
Soltis Investment Advisors LLC 0.98% Reduce -1.9% 21,028 $11.0M
Artemis Investment Management LLP 0.17% Reduce -2.1% 21,025 $11.0M
Signaturefd, LLC 0.21% Add +2.6% 20,996 $11.0M
Procyon Advisors, LLC 0.67% Reduce -11.7% 20,926 $11.0M
Dupont Capital Management Corp. 1.21% No change 20,925 $11.0M
J. Safra Sarasin Holding AG 0.20% Add +13.3% 20,848 $10.9M
Parr McKnight Wealth Management Group, LLC 1.56% Reduce -11.4% 20,768 $10.9M
Zions Bancorporation, National Association 0.69% — 20,745 $10.9M
Longbow Finance SA 1.30% Reduce -17.7% 20,704 $10.8M
Quadrant Capital Group LLC 0.40% Add +83.7% 20,657 $10.8M
Merit Financial Group, LLC 0.16% Add +39.1% 20,573 $10.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.13% Reduce -49.0% 20,488 $10.7M
Wedge Capital Management L L P 0.21% Add +10.8% 20,461 $10.7M
Stokes Capital Advisors, LLC 2.72% Add +6.0% 20,455 $10.7M
Banque Cantonale Vaudoise 0.47% — 20,450 $10.7M
Westpac Banking Corp. 0.78% Reduce -6.0% 20,289 $10.6M
Kingdon Capital Management, L.L.C. 2.20% New 20,262 $10.6M
Richard Bernstein Advisors LLC 0.26% Reduce -4.2% 20,174 $10.6M
Haverford Financial Services, Inc. 3.25% Reduce -0.6% 20,165 $10.6M
Kesler, Norman & Wride, LLC 2.01% Add +5.0% 20,160 $10.6M
Moneta Group Investment Advisors LLC 0.15% Reduce -10.4% 20,131 $10.5M
Stratos Investment Management, LLC 0.56% Add +23.8% 20,116 $10.5M
Janney Capital Management LLC 0.72% Reduce -19.9% 20,037 $10.5M
Greenwich Wealth Management LLC 0.79% Reduce -1.1% 20,014 $10.5M
TCTC Holdings, LLC 0.37% Reduce -0.2% 19,976 $10.5M
HighPoint Advisor Group LLC 0.61% Reduce -1.6% 25,488 $10.4M
Evexia Wealth LLC 3.77% Add +0.3% 17,937 $10.4M
Scholtz & Company, LLC 5.13% Reduce -3.4% 19,801 $10.4M
Toth Financial Advisory Corp. 1.25% Reduce -2.0% 19,795 $10.4M
Savant Capital, LLC 0.09% Reduce -9.5% 19,795 $10.4M
Summit Trail Advisors, LLC 0.34% Add +22.9% 19,662 $10.3M
McKinley Carter Wealth Services, Inc. 0.63% Add +2.6% 19,576 $10.3M
AG2R La Mondiale Gestion D'actifs 0.56% — 33,921 $10.2M
Red Door Wealth Management, LLC 1.51% Add +8.3% 19,468 $10.2M
Logan Capital Management Inc. 0.46% Reduce -8.4% 19,397 $10.2M
GWN Securities Inc. 0.57% Add +3433.6% 22,686 $10.1M
Roundview Capital LLC 0.73% Reduce -17.5% 19,334 $10.1M
Motco 1.07% Add +4.0% 19,299 $10.1M
Mirabaud & Cie SA 3.45% Add +1.9% 19,286 $10.1M
Unison Asset Management LLC 5.94% Add +1.4% 18,547 $10.1M
AIA Group Ltd 0.25% Reduce -19.7% 19,253 $10.1M
Bearing Point Capital, LLC 2.15% Add +9.1% 19,250 $10.1M
Biondo Investment Advisors, LLC 1.43% Add +4.7% 19,242 $10.1M
Mattern Capital Management, LLC 1.28% Add +2.5% 19,184 $10.0M
Marks Group Wealth Management, Inc 0.96% Reduce -38.7% 19,136 $10.0M
Forbes J M & Co. LLP 0.97% Add +2.7% 19,097 $10.0M
APG Asset Management US Inc. 0.08% No change 19,083 $10.0M
Core Alternative Capital 2.39% Reduce -13.8% 18,972 $9.9M
Bank of Nova Scotia Trust Co. 1.06% Add +3.0% 18,929 $9.9M
Philadelphia Financial Management of San Francisco, LLC 2.20% New 18,910 $9.9M
KMG Fiduciary Partners, LLC 0.82% Add +35.9% 18,891 $9.9M
Marietta Wealth Management, LLC 1.45% Add +8.6% 18,889 $9.9M
Elwood Capital Partners LP 11.95% Add +288.9% 18,809 $9.9M
Verdence Capital Advisors LLC 0.75% Add +10.2% 18,769 $9.8M
U.S. Capital Wealth Advisors, LLC 0.30% Add +63.5% 18,749 $9.8M
Johnson Financial Group, Inc. 0.48% Add +0.2% 18,737 $9.8M
Pictet North America Advisors SA 0.98% Reduce -4.3% 18,680 $9.8M
GLOBALT Investments LLC / GA 0.40% Reduce -0.7% 18,657 $9.8M
Woodmont Investment Counsel LLC 0.70% Add +2.8% 18,608 $9.7M
Perigon Wealth Management, LLC 0.25% Add +5.6% 18,606 $9.7M
Buck Wealth Strategies, LLC 1.77% Add +18.0% 18,584 $9.7M
Taikang Asset Management (Hong Kong) Co Ltd 1.32% Add +2.9% 18,498 $9.7M
Twin Capital Management Inc. 1.13% Reduce -2.5% 18,497 $9.7M
Ritholtz Wealth Management 0.29% Add +10.7% 18,406 $9.6M
Wedbush Securities Inc. 0.35% Reduce -27.9% 18,294 $9.6M
FourThought Financial Partners, LLC 1.00% Add +1.3% 18,192 $9.5M
Evoke Wealth, LLC 0.25% Reduce -7.5% 18,158 $9.5M
James Investment Research, Inc. 1.21% Reduce -1.4% 18,155 $9.5M
RNC Capital Management LLC 0.48% Add +10.3% 18,026 $9.4M
Citizens National Bank Trust Department 2.00% Add +1.0% 17,886 $9.4M
Evergreen Capital Management LLC 0.31% Add +1.3% 17,867 $9.4M
Aljian Capital Management, LLC 2.22% Reduce -1.6% 17,856 $9.4M
Ledyard National Bank 0.92% Add +1.7% 17,844 $9.3M
Checchi Capital Advisers, LLC 0.66% Add +1.6% 17,693 $9.3M
Sig Brokerage, LP 2.69% Add +270.9% 17,642 $9.2M
Ballentine Partners, LLC 0.16% Add +2.6% 17,550 $9.2M
Greystone Financial Group, LLC 1.66% New 17,462 $9.1M
Chronos Wealth Management, LLC 4.90% Reduce -0.5% 17,447 $9.1M
Matrix Asset Advisors Inc. 1.00% Reduce -0.2% 17,384 $9.1M
GHP Investment Advisors, Inc. 0.44% Reduce -0.3% 17,381 $9.1M
NBT Bank, N.A. 0.65% Reduce -11.6% 17,305 $9.1M
EFG Asset Management (Americas) Corp. 1.83% Reduce -1.2% 17,288 $9.1M
Security National Bank 1.71% Add +0.7% 17,278 $9.0M
Aurdan Capital Management, LLC 3.41% Reduce -10.7% 17,270 $9.0M
Ameritas Investment Partners, Inc. 0.31% Add +0.0% 17,267 $9.0M
Meeder Advisory Services, Inc. 0.54% Add +0.9% 17,240 $9.0M
Great Waters Wealth Management 1.25% Reduce -2.0% 17,237 $9.0M
Cohen Klingenstein LLC 0.33% No change 17,200 $9.0M
IFP Advisors, Inc 0.28% Add +5.6% 17,138 $9.0M
Texas Capital Bank Wealth Management Services Inc 0.91% Add +4.4% 17,100 $9.0M
Baader Bank Aktiengesellschaft 0.90% Reduce -39.0% 17,166 $9.0M
Morse Asset Management, Inc 2.27% Reduce -5.3% 17,007 $8.9M
Griffin Asset Management, Inc. 1.09% Add +9.3% 16,965 $8.9M
Elk River Wealth Management LLC 1.66% Reduce -1.0% 16,962 $8.9M
First Fiduciary Investment Counsel, Inc. 1.90% Reduce -2.3% 16,939 $8.9M
Dakota Wealth Management 0.21% Reduce -39.5% 16,875 $8.8M
Profund Advisors LLC 0.38% Reduce -2.6% 16,842 $8.8M
Blue Edge Capital, LLC 1.41% Add +1.2% 16,793 $8.8M
Caldwell Trust Co 0.94% Reduce -3.3% 16,782 $8.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.22% Reduce -3.9% 16,775 $8.8M
Rothschild Capital Partners, LLC 2.30% Reduce -2.9% 16,766 $8.8M
Blue Fin Capital, Inc. 1.69% Add +1.8% 16,614 $8.7M
Bellecapital International Ltd. 1.74% Add +2.3% 16,599 $8.7M
CX Institutional 0.33% Add +52.6% 16,565 $8.7M
Thompson Investment Management, Inc. 1.30% Add +2.8% 16,561 $8.7M
St Germain D J Co. Inc. 0.41% Reduce -3.1% 16,560 $8.7M
Winmill & Co. Inc. 2.62% No change 16,475 $8.6M
Earnest Partners LLC 0.04% Reduce -0.6% 16,433 $8.6M
Colonial Trust Co / SC 1.33% Add +0.5% 16,401 $8.6M
Mufg Securities Americas Inc. 0.99% Add +19.9% 16,290 $8.5M
Tradition Wealth Management, LLC 0.75% Add +0.1% 16,234 $8.5M
Evelyn Partners Investment Management Services Ltd 1.39% Add +15.1% 16,185 $8.5M
Sagespring Wealth Partners, LLC 0.21% Reduce -7.9% 16,133 $8.4M
Stolper Co 2.76% Reduce -1.3% 16,096 $8.4M
Vestor Capital, LLC 0.69% Reduce -0.1% 16,085 $8.4M
Burt Wealth Advisors 2.10% Add +1.1% 16,041 $8.4M
Goelzer Investment Management, Inc. 0.49% Reduce -3.1% 16,013 $8.4M
Sheaff Brock Investment Advisors, LLC 0.77% Reduce -0.8% 16,007 $8.4M
Puzo Michael J 2.40% Add +0.9% 15,983 $8.4M
Nemes Rush Group LLC 1.06% Add +1.7% 15,962 $8.4M
Wellington Shields Capital Management, LLC 1.51% Add +61.6% 15,856 $8.3M
GAMMA Investing LLC 0.62% Add +7.4% 15,838 $8.3M
VestGen Advisors, LLC 0.38% — 15,747 $8.2M
11 Capital Partners LP 2.73% Reduce -42.2% 15,700 $8.2M
Cape Cod Five Cents Savings Bank 0.75% No change 14,057 $8.2M
Busey Bank 0.28% Reduce -3.7% 15,674 $8.2M
Asio Capital, LLC 1.58% Add +5.8% 15,599 $8.2M
Farther Finance Advisors, LLC 0.21% Add +23.9% 15,614 $8.2M
Park State Asset Management 4.99% Reduce -3.1% 15,567 $8.2M
SOL Capital Management CO 0.90% Add +1.3% 15,511 $8.1M
Atlantic Union Bankshares Corp 0.49% Reduce -8.2% 15,494 $8.1M
Ostrum Asset Management 0.43% Reduce -2.3% 15,489 $8.1M
Los Angeles Capital Management LLC 0.04% Reduce -9.2% 15,477 $8.1M
LMR Partners LLP 0.22% Reduce -16.7% 15,455 $8.1M
Harbour Trust & Investment Management Co 0.98% Add +5.0% 15,421 $8.1M
Banque de Luxembourg S.A. 4.60% Add +1.1% 15,352 $8.0M
Arkadios Wealth Advisors 0.30% Add +57.9% 15,350 $8.0M
Venture Visionary Partners LLC 0.34% Reduce -13.8% 15,329 $8.0M
Naples Global Advisors, LLC 0.76% Add +5.9% 15,325 $8.0M
Leavell Investment Management, Inc. 0.40% Reduce -14.4% 15,272 $8.0M
First Merchants Corp. 0.32% Reduce -55.9% 15,235 $8.0M
Frank, Rimerman Advisors LLC 0.63% Reduce -10.0% 15,177 $7.9M
Lester Murray Antman dba SimplyRich 2.30% No change 15,169 $7.9M
Stratos Wealth Partners, LTD. 0.12% Reduce -24.6% 15,154 $7.9M
Jefferies Financial Group Inc. 0.14% Reduce -89.0% 15,119 $7.9M
Trivium Point Advisory, LLC 0.98% Reduce -5.3% 15,063 $7.9M
First National Bank of Omaha 0.54% Reduce -3.2% 15,055 $7.9M
Sigma Planning Corp 0.25% Add +3.1% 15,048 $7.9M
Pitcairn Co. 0.47% Reduce -5.6% 15,041 $7.9M
Resources Management Corp. /CT/ 1.11% Add +1.6% 15,024 $7.9M
Icon Wealth Advisors, LLC 0.64% Reduce -8.5% 14,952 $7.8M
High Note Wealth, LLC 1.93% Reduce -34.2% 14,841 $7.8M
Estabrook Capital Management 1.26% Reduce -2.6% 14,834 $7.8M
BTC Capital Management, Inc. 0.71% Reduce -2.9% 14,815 $7.8M
Alerus Financial NA 0.62% Reduce -1.9% 14,809 $7.8M
AMG National Trust Bank 0.22% Reduce -1.0% 14,775 $7.7M
Fifth Third Wealth Advisors LLC 0.40% Add +9.9% 14,772 $7.7M
Telos Capital Management, Inc. 0.84% Add +3.2% 14,769 $7.7M
Capital Investment Counsel, LLC 1.28% Add +1.9% 14,755 $7.7M
Kidder Stephen W 2.41% Add +0.2% 14,748 $7.7M
Centaurus Financial, Inc. 0.47% Add +3.1% 14,721 $7.7M
Mader & Shannon Wealth Management, Inc. 4.40% Add +12.6% 14,710 $7.7M
Buckhead Capital Management LLC 2.46% Add +2.6% 14,668 $7.7M
Gladstone Institutional Advisory LLC 0.36% Add +5.8% 14,663 $7.7M
Archford Capital Strategies, LLC 1.12% Add +62.9% 14,564 $7.6M
Cornerstone Wealth Group, LLC 0.63% Add +18.9% 14,535 $7.6M
Bedell Frazier Investment Counselling, LLC 1.93% Reduce -7.7% 14,508 $7.6M
Montag & Caldwell, LLC 1.76% Reduce -4.3% 14,477 $7.6M
Ballast, Inc. 2.14% Add +1.4% 14,462 $7.6M
Cullinan Associates Inc. 0.53% Reduce -22.2% 14,388 $7.5M
Freedom Together Foundation 0.98% No change 14,355 $7.5M
Syon Capital LLC 0.61% Add +10.7% 14,342 $7.5M
Spinnaker Trust 0.49% Add +0.9% 14,303 $7.5M
Berger Financial Group, Inc 0.52% Reduce -42.0% 14,283 $7.5M
Temasek Holdings (Private) Ltd 0.03% No change 14,148 $7.4M
Tritonpoint Wealth, LLC 0.70% Reduce -1.5% 14,115 $7.4M
Wealthspire Advisors, LLC 0.04% Add +0.9% 14,107 $7.4M
Liberty Capital Management, Inc. 1.64% Add +0.0% 14,054 $7.4M
Olstein Capital Management, L.P. 1.35% Reduce -7.9% 14,000 $7.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.86% Reduce -1.4% 13,985 $7.3M
Community Financial Services Group, LLC 1.58% Add +7.6% 13,915 $7.3M
PKO Investment Management Joint-Stock Co 0.82% Add +14.9% 13,889 $7.3M
Valeo Financial Advisors, LLC 0.20% Reduce -0.8% 13,874 $7.3M
Community Bank & Trust, Waco, Texas 1.71% Reduce -0.8% 13,866 $7.3M
Tounjian Advisory Partners, LLC 1.36% — 17,998 $7.3M
CMH Wealth Management LLC 1.82% Add +1.8% 13,852 $7.3M
Equitable Trust Co. 0.40% Add +19.5% 13,850 $7.3M
Wedmont Private Capital 0.37% Reduce -5.4% 12,096 $7.3M
J.W. Cole Advisors, Inc. 0.22% Add +15.2% 13,821 $7.2M
Central Bank & Trust Co. 1.21% Reduce -4.6% 13,793 $7.2M
Capstone Investment Advisors, LLC 0.08% Reduce -70.8% 13,754 $7.2M
Pacific Capital Partners Ltd 4.55% Reduce -16.8% 13,750 $7.2M
Harrell Investment Partners, LLC 2.11% Reduce -0.8% 13,607 $7.1M
Eagle Capital Management, LLC 3.15% Reduce -0.8% 13,574 $7.1M
Whalerock Point Partners, LLC 1.74% Add +2.6% 13,572 $7.1M
Eagle Rock Investment Company, LLC 1.22% Add +0.9% 13,565 $7.1M
Simplify Asset Management Inc. 0.33% Add +11.4% 13,427 $7.0M
Integrity Alliance, Llc. 0.28% Add +376.4% 13,395 $7.0M
Sky Investment Group LLC 1.33% Add +0.6% 13,387 $7.0M
Mutual Advisors, LLC 0.20% Reduce -9.4% 16,732 $7.0M
Sigma Investment Counselors Inc. 0.43% Reduce -9.3% 13,361 $7.0M
Focus Partners Advisor Solutions, LLC 0.11% Add +23.2% 13,347 $7.0M
Capital Planning Advisors, LLC 1.08% Reduce -1.3% 13,340 $7.0M
Brookstone Capital Management 0.10% Reduce -49.7% 13,291 $7.0M
Tradewinds, LLC. 1.96% Reduce -0.8% 13,271 $7.0M
Landscape Capital Management, L.L.C. 0.62% Add +19.6% 13,262 $6.9M
Consolidated Investment Group LLC 1.06% Add +0.9% 13,250 $6.9M
Blue Zone Wealth Advisors, LLC 1.90% Add +18.0% 13,082 $6.9M
Hennion & Walsh Asset Management, Inc. 0.30% Add +2.2% 13,065 $6.8M
Kentucky Farm Bureau Mutual Insurance Co 1.60% No change 13,000 $6.8M
Burns J W & Co. Inc. 0.88% Reduce -9.7% 12,954 $6.8M
Argonautica Private Wealth Management, Inc. 2.33% Add +0.1% 12,953 $6.8M
TrueMark Investments, LLC 1.78% Add +26.2% 12,948 $6.8M
AlTi Global, Inc. 0.18% Reduce -19.0% 12,942 $6.8M
Meridian Wealth Advisors, LLC 1.15% Reduce -2.0% 12,928 $6.8M
Mirabaud Asset Management Ltd 3.54% Reduce -0.7% 13,105 $6.8M
Sectoral Asset Management Inc. 5.26% Reduce -11.8% 12,895 $6.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.63% Add +10.4% 12,879 $6.7M
Primecap Management Co. 0.01% Reduce -0.8% 12,815 $6.7M
Duncker Streett & Co. Inc. 1.33% Reduce -1.5% 12,787 $6.7M
City Holding Co. 0.94% Add +4.5% 12,775 $6.7M
Allen Capital Group, LLC 0.76% Add +17.3% 12,731 $6.7M
Schechter Investment Advisors, LLC 0.55% Reduce -10.8% 12,676 $6.6M
Granite Investment Partners, LLC 0.34% Reduce -4.1% 12,655 $6.6M
Entropy Technologies, LP 0.64% New 12,616 $6.6M
Jaffetilchin Investment Partners, LLC 0.48% Add +3.1% 12,597 $6.6M
River Wealth Advisors LLC 0.91% Reduce -0.4% 12,532 $6.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +81.0% 12,521 $6.6M
Sandy Spring Bank 0.28% Reduce -5.2% 12,517 $6.6M
E Fund Management Co., Ltd. 0.31% Add +17.3% 12,478 $6.5M
CreativeOne Wealth, LLC 0.20% Reduce -5.8% 12,476 $6.5M
Asset Planning Services Inc. /La/ 3.31% Reduce -1.9% 12,440 $6.5M
TD Private Client Wealth LLC 0.18% Reduce -34.6% 12,400 $6.5M
KCM Investment Advisors LLC 0.23% Reduce -0.3% 12,389 $6.5M
Jasper Ridge Partners, L.P. 0.21% No change 12,379 $6.5M
Empire Life Investments Inc. 0.42% Add +1.9% 12,322 $6.5M
Plancorp, LLC 0.25% Reduce -4.1% 12,280 $6.4M
Vest Financial, LLC 0.10% Add +73.5% 12,219 $6.4M
Thematics Asset Management 0.32% Add +17.7% 12,218 $6.4M
Harbour Capital Advisors, LLC 1.58% Reduce -0.3% 11,816 $6.4M
Guardian Partners Inc. 0.66% Reduce -21.6% 14,883 $6.4M
Vestmark Advisory Solutions, Inc. 0.16% Add +67.0% 12,161 $6.4M
HBK Sorce Advisory LLC 0.19% Reduce -2.2% 12,150 $6.4M
Nikulski Financial, Inc. 1.92% Add +2.7% 12,148 $6.4M
Schnieders Capital Management LLC 1.36% Reduce -10.0% 12,114 $6.3M
Bollard Group LLC 0.17% Add +0.2% 12,074 $6.3M
Lindbrook Capital, LLC 0.58% Reduce -6.7% 11,986 $6.3M
Marshall & Sullivan Inc. 3.17% Reduce -0.6% 11,915 $6.2M
Stamos Capital Partners, L.P. 1.63% Add +19.3% 11,872 $6.2M
Saranac Partners Ltd 3.59% Add +12.1% 11,860 $6.2M
Prosperity Consulting Group, LLC 0.48% Reduce -5.7% 11,825 $6.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.47% Reduce -4.6% 11,808 $6.2M
Culbertson A N & Co. Inc. 0.99% Reduce -1.7% 11,804 $6.2M
Perkins Coie Trust Co 1.40% Reduce -0.3% 11,746 $6.2M
Essex Financial Services, Inc. 0.44% Reduce -6.7% 11,725 $6.1M
West Branch Capital LLC 2.04% Add +4.7% 11,689 $6.1M
Douglass Winthrop Advisors, LLC 0.12% Reduce -87.8% 11,688 $6.1M
American Trust 1.51% Reduce -12.3% 11,657 $6.1M
Clearstead Trust, LLC 1.35% Reduce -0.5% 11,567 $6.1M
Lee Danner & Bass Inc. 0.49% Reduce -1.5% 11,551 $6.0M
Weatherly Asset Management L. P. 0.54% Reduce -1.7% 11,509 $6.0M
Barbara Oil Co. 2.45% No change 11,500 $6.0M
Inspire Trust Co, N.A. 1.43% Add +2.7% 11,500 $6.0M
Sowell Financial Services LLC 0.27% Add +4.0% 11,480 $6.0M
Brentview Investment Management LLC 3.20% Add +6.2% 11,473 $6.0M
Horizon Investments, LLC 0.18% Add +8.6% 11,462 $6.0M
Lynch Asset Management, Inc. 2.69% No change 11,450 $6.0M
JCIC Asset Management Inc. 2.50% Reduce -1.9% 11,436 $6.0M
S.E.E.D. Planning Group LLC 2.02% Add +7.0% 11,433 $6.0M
Capital Analysts, LLC 0.22% Add +3.5% 11,427 $6.0M
Ayrshire Capital Management LLC 2.90% Add +1.7% 11,424 $6.0M
Signal Advisors Wealth, LLC 0.58% Add +25.2% 11,408 $6.0M
Legacy Advisors, LLC 0.61% Reduce -8.3% 11,397 $6.0M
AdvisorNet Financial, Inc 0.44% Add +52.8% 11,340 $5.9M
Asahi Life Asset Management Co., LTD. 3.84% Add +8.6% 11,328 $5.9M
First Interstate Bank 0.35% Reduce -5.5% 11,323 $5.9M
PFG Advisors 0.33% Add +19.9% 11,322 $5.9M
Brown Shipley& Co Ltd 3.35% Reduce -6.6% 11,305 $5.9M
Acropolis Investment Management, LLC 0.35% Add +3.5% 11,298 $5.9M
Rench Wealth Management, Inc. 2.04% Add +2.9% 11,286 $5.9M
Larson Financial Group LLC 0.28% Reduce -13.8% 11,229 $5.9M
Mirador Capital Partners LP 1.02% Add +1.7% 11,161 $5.8M
Chatham Capital Group, Inc. 0.97% Reduce -1.0% 11,152 $5.8M
Value Partners Investments Inc. 0.50% Add +156.6% 11,117 $5.8M
IHT Wealth Management, LLC 0.18% Reduce -5.7% 11,168 $5.8M
Generate Investment Management Ltd 0.40% Reduce -83.7% 11,013 $5.8M
MUFG Securities EMEA plc 0.15% Reduce -47.8% 10,999 $5.8M
Sandhill Capital Partners LLC 0.47% Reduce -0.0% 10,964 $5.7M
Strategic Planning Group, LLC 1.12% Add +6.9% 10,918 $5.7M
Commonwealth Retirement Investments LLC 2.31% Add +3.8% 10,857 $5.7M
Field & Main Bank 2.01% Reduce -9.6% 10,843 $5.7M
ABN AMRO Bank N.V. 0.08% Add +5.1% 10,847 $5.7M
NorthRock Partners, LLC 0.19% Reduce -22.0% 10,822 $5.7M
Kovack Advisors, Inc. 0.60% Add +5.3% 10,818 $5.7M
Bar Harbor Wealth Management 0.37% Reduce -8.4% 10,776 $5.6M
Asset Dedication, LLC 0.46% Reduce -4.2% 10,758 $5.6M
Cordatus Wealth Management LLC 1.54% Add +4.6% 10,706 $5.6M
J. W. Coons Advisors, LLC 1.48% Reduce -0.2% 10,703 $5.6M
Dynasty Wealth Management, LLC 0.09% Add +0.8% 10,771 $5.6M
Beverly Hills Private Wealth, LLC 1.11% Add +5.4% 10,655 $5.6M
CHICAGO TRUST Co NA 1.04% Reduce -4.2% 10,639 $5.6M
Trust Asset Management LLC 0.46% Add +0.5% 10,600 $5.6M
Cullen Investment Group, LTD. 0.84% Add +79.0% 10,569 $5.5M
Cinctive Capital Management LP 0.44% Add +17.8% 10,514 $5.5M
Prana Capital Management, LP 0.22% New 10,501 $5.5M
MainStreet Investment Advisors LLC 0.80% Reduce -1.5% 10,500 $5.5M
Highland Capital Management, LLC 0.33% Add +6.9% 10,435 $5.5M
Mattson Financial Services, LLC 1.64% Add +15.2% 10,403 $5.4M
Bristlecone Advisors, LLC 0.44% Reduce -2.9% 10,395 $5.4M
Stonegate Investment Group, LLC 0.15% Reduce -41.1% 10,394 $5.4M
Carderock Capital Management Inc. 1.44% Reduce -6.1% 10,361 $5.4M
GS Investments, Inc. 2.55% Reduce -1.0% 10,342 $5.4M
Peloton Wealth Strategists 2.31% Add +1.4% 10,320 $5.4M
Ingalls & Snyder LLC 0.18% Add +18.8% 10,296 $5.4M
William B. Walkup & Associates, Inc. 3.28% Add +0.0% 10,262 $5.4M
Montag A & Associates Inc. 0.27% Reduce -10.2% 10,230 $5.4M
Fulton Bank, N.A. 0.22% Reduce -5.5% 10,224 $5.4M
MMBG Investment Advisors Co. 0.60% Add +13.6% 10,216 $5.4M
Thoroughbred Financial Services, LLC 0.33% Reduce -16.2% 10,215 $5.3M
Connecticut Wealth Management, LLC 0.28% Reduce -2.1% 10,213 $5.3M
Bretton Capital Management, LLC 5.06% Add +4.1% 10,200 $5.3M
Holderness Investments Co. 1.25% Add +1.2% 10,198 $5.3M
GeoWealth Management, LLC 0.21% Reduce -11.6% 10,178 $5.3M
Fiduciary Alliance LLC 0.52% Add +2.8% 10,172 $5.3M
1834 Investment Advisors Co. 0.69% Reduce -5.5% 10,158 $5.3M
Round Rock Advisors LLC 0.98% Reduce -0.7% 10,141 $5.3M
Cypress Asset Management Inc. 1.42% Reduce -0.6% 10,096 $5.3M
ZEGA Investments, LLC 1.55% Add +0.1% 10,070 $5.3M
Claro Advisors Inc. 0.70% Add +20.5% 10,053 $5.3M
Van Den Berg Management I, Inc. 1.61% Add +5.5% 10,050 $5.3M
FreeGulliver LLC 2.66% Add +0.1% 10,031 $5.3M
Bank of New Hampshire 1.37% Reduce -1.1% 10,009 $5.2M
SageView Advisory Group, LLC 0.22% Reduce -4.8% 9,978 $5.2M
Eclectic Associates Inc. 1.39% Add +1.3% 9,929 $5.2M
Trifecta Capital Advisors, LLC 1.08% Reduce -0.6% 9,879 $5.2M
K.J. Harrison & Partners Inc 1.01% Add +432.4% 9,875 $5.2M
Advisory Resource Group 1.05% Add +2136.4% 9,840 $5.2M
Coastline Trust Co 0.64% Reduce -11.5% 9,768 $5.1M
Weik Capital Management 2.06% Reduce -0.8% 9,682 $5.1M
Timber Creek Capital Management LLC 1.35% Reduce -21.1% 9,655 $5.1M
Hodges Capital Management Inc. 0.50% New 400 $5.0M
Simmons Bank 0.38% Reduce -9.0% 9,595 $5.0M
Strategy Asset Managers LLC 1.03% Add +4.0% 9,533 $5.0M
LexAurum Advisors, LLC 0.96% Reduce -5.7% 9,512 $5.0M
Turtle Creek Wealth Advisors, LLC 0.74% New 9,491 $5.0M
Union Heritage Capital, LLC 1.85% No change 9,478 $5.0M
Joseph Group Capital Management 1.90% Add +27.9% 9,477 $5.0M
Moody National Bank Trust Division 0.52% Add +3.6% 9,476 $5.0M
GC Wealth Management RIA, LLC 0.91% Reduce -0.9% 9,474 $5.0M
SIH Partners, LLLP 0.44% New 9,466 $5.0M
Legacy Private Trust Co. 0.34% Reduce -8.2% 9,422 $4.9M
Paradigm Asset Management Co. LLC 1.31% No change 9,380 $4.9M
Qtron Investments LLC 0.74% Reduce -13.2% 9,380 $4.9M
Ulland Investment Advisors, LLC 4.26% Reduce -25.1% 9,356 $4.9M
Sumitomo Life Insurance Co. 0.18% Reduce -1.5% 9,353 $4.9M
Persistent Asset Partners Ltd 4.32% Reduce -20.9% 9,351 $4.9M
Kingsview Wealth Management, LLC 0.09% Reduce -6.4% 9,302 $4.9M
Lincoln Capital Corp. 2.03% Reduce -31.8% 9,291 $4.9M
Capital Insight Partners, LLC 0.85% Add +0.5% 9,289 $4.9M
RDA Financial Network 1.45% Add +3.4% 9,282 $4.9M
Koshinski Asset Management, Inc. 0.41% Add +4.3% 9,279 $4.9M
Investment House LLC 0.28% Reduce -1.1% 9,275 $4.9M
Mechanics Bank Trust Department 0.66% Reduce -1.0% 9,259 $4.8M
Cigna Investments Inc. 0.91% Reduce -1.9% 9,246 $4.8M
Blue Trust, Inc. 0.06% Add +9.8% 9,213 $4.8M
Delaney Dennis R 2.62% Reduce -3.7% 9,196 $4.8M
Glassy Mountain Advisors, Inc. 1.71% Add +10.7% 9,196 $4.8M
Intrust Bank NA 0.47% Add +1.7% 9,151 $4.8M
Nelson Capital Management, LLC 0.83% Reduce -1.2% 9,121 $4.8M
Belpointe Asset Management LLC 0.25% Add +3.6% 9,114 $4.8M
Sone Capital Management, LLC 0.49% Reduce -29.7% 9,111 $4.8M
Accredited Investors Inc. 0.29% Add +20.3% 9,065 $4.7M
Integrated Advisors Network LLC 0.24% Reduce -6.0% 9,051 $4.7M
Portfolio Design Labs, LLC 0.97% Add +1.0% 9,019 $4.7M
SouthState Bank Corp 0.22% Add +3.3% 9,019 $4.7M
Tranquility Partners, LLC 1.81% Add +2.0% 8,964 $4.7M
Clear Harbor Asset Management, LLC 0.37% Add +1.0% 8,952 $4.7M
WealthShield Partners, LLC 0.60% Add +14.7% 8,932 $4.7M
Fragasso Financial Advisors Inc 0.35% Reduce -38.9% 8,931 $4.7M
Constitution Capital LLC 2.59% Add +2.2% 8,927 $4.7M
Mitchell & Pahl Private Wealth, LLC 2.18% Add +1.0% 8,911 $4.7M
Ameritas Advisory Services, LLC 0.19% Reduce -0.7% 9,113 $4.7M
DeDora Capital, Inc. 1.34% Reduce -1.4% 8,874 $4.6M
Massachusetts Financial Services Co. 0.00% Reduce -36.6% 8,848 $4.6M
Bogart Wealth, LLC 0.22% Reduce -24.6% 8,802 $4.6M
Mgo One Seven LLC 0.18% Add +0.3% 8,781 $4.6M
Pinnacle Wealth Management Advisory Group, LLC 0.43% Add +4.5% 8,750 $4.6M
Nations Financial Group Inc, /Ia/ 0.35% Reduce -28.9% 8,704 $4.6M
HBW Advisory Services LLC 0.65% Add +1.7% 8,700 $4.6M
Lountzis Asset Management, LLC 1.72% Reduce -1.6% 10,849 $4.6M
Keebeck Wealth Management 0.67% Reduce -3.8% 8,695 $4.6M
PFG Investments, LLC 0.29% Reduce -17.4% 8,666 $4.5M
Forum Financial Management, LP 0.07% Add +2.0% 8,648 $4.5M
Alcosta Capital Management, Inc. 3.02% Reduce -0.6% 8,638 $4.5M
Quadrature Capital Ltd 0.10% Reduce -96.2% 8,628 $4.5M
Cypress Capital Group 0.59% Reduce -11.9% 8,585 $4.5M
Jackson Hole Capital Partners, LLC 0.89% Add +2.7% 8,570 $4.5M
Western Wealth Management, LLC 0.30% Reduce -30.5% 8,556 $4.5M
Pinnacle Holdings, LLC 1.97% Reduce -4.8% 8,521 $4.5M
Nicollet Investment Management, Inc. 1.57% Add +2.7% 8,519 $4.5M
CWA Asset Management Group, LLC 0.21% Reduce -16.2% 8,518 $4.5M
Fischer Financial Services, Inc. 1.44% Reduce -3.5% 8,504 $4.5M
one8zero8, LLC 1.05% Add +0.1% 8,478 $4.4M
Smartleaf Asset Management LLC 0.43% Add +12.1% 8,592 $4.4M
Compton Wealth Advisory Group, LLC 1.23% Reduce -8.3% 8,464 $4.4M
IFC Advisors LLC 0.92% Add +6.1% 8,454 $4.4M
Lindenwold Advisors, INC 2.46% Add +9.6% 8,451 $4.4M
Wright Investors Service Inc. 1.46% Add +17.3% 8,449 $4.4M
Dempze Nancy E 2.65% Add +9.9% 8,436 $4.4M
Legacy Wealth Management, LLC / MS 1.44% Add +2.2% 8,424 $4.4M
Aigen Investment Management, LP 0.70% Add +350.3% 8,420 $4.4M
Occidental Asset Management, LLC 0.66% Add +10.4% 8,358 $4.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.55% Reduce -2.5% 8,324 $4.4M
Independence Bank of Kentucky 0.68% Reduce -22.1% 8,310 $4.4M
Trexquant Investment LP 0.05% Reduce -62.3% 8,309 $4.4M
Citizens Business Bank 0.94% Add +22.1% 8,293 $4.3M
Country Club Bank 0.29% Add +64.1% 8,416 $4.3M
Bond & Devick Financial Network, Inc. 1.57% Reduce -6.7% 8,291 $4.3M
Naviter Wealth, LLC 0.53% Add +4.1% 8,404 $4.3M
Arjuna Capital 1.20% Reduce -10.4% 8,276 $4.3M
Geneos Wealth Management Inc. 0.15% Reduce -39.5% 8,272 $4.3M
D L Carlson Investment Group Inc. 0.83% Reduce -4.9% 8,265 $4.3M
Petros Family Wealth, LLC 4.79% Add +2.1% 8,263 $4.3M
Pensionfund Sabic 1.29% Reduce -11.8% 8,250 $4.3M
Csenge Advisory Group 0.24% Reduce -3.6% 9,492 $4.3M
Chemistry Wealth Management LLC 1.00% Add +7.9% 8,207 $4.3M
Kintegral Advisory, LLC 0.43% Reduce -0.3% 8,196 $4.3M
International Assets Investment Management, LLC 0.38% Reduce -0.3% 217,788 $4.3M
Synergy Asset Management, LLC 0.54% Reduce -49.0% 8,190 $4.3M
Plimoth Trust Co. LLC 1.11% Reduce -17.3% 8,160 $4.3M
Connable Office Inc. 0.45% Reduce -15.1% 8,156 $4.3M
Kingswood Wealth Advisors, LLC 0.39% Reduce -19.6% 8,150 $4.3M
Morton Community Bank 1.11% Add +1.3% 8,102 $4.2M
Two Sigma Investments, LP 0.01% Add +145.4% 8,100 $4.2M
Carret Asset Management, LLC 0.48% Reduce -0.3% 8,090 $4.2M
Capital City Trust Co. 1.16% Add +0.3% 8,089 $4.2M
Scott & Selber, Inc. 1.36% Add +0.0% 8,087 $4.2M
Cascades Capital Asset Management, LLC 2.31% Reduce -2.6% 8,006 $4.2M
Panoramic Capital, LLC 5.24% New 8,000 $4.2M
Viawealth, LLC 2.59% Add +10.4% 7,999 $4.2M
Family Legacy, Inc. 1.43% Add +0.4% 7,978 $4.2M
Bulltick Wealth Management, LLC 1.11% Add +152.0% 7,960 $4.2M
Becker Capital Management Inc. 0.14% Reduce -0.8% 7,948 $4.2M
Belmont Capital, LLC 0.74% No change 7,916 $4.1M
Simplicity Wealth,LLC 0.32% Add +252.1% 7,898 $4.1M
Notis-McConarty Edward 2.13% Add +0.9% 7,896 $4.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.63% Add +5.9% 7,871 $4.1M
Farmers National Bank 1.16% Add +5.2% 7,852 $4.1M
Monetary Management Group Inc. 1.11% Add +1.0% 7,847 $4.1M
Avior Wealth Management, LLC 0.16% Reduce -20.9% 7,838 $4.1M
Lanark Financial, Inc. 0.35% — 7,835 $4.1M
Connors Investor Services Inc. 0.41% New 7,844 $4.1M
Financial Partners Group, LLC 1.77% Reduce -3.1% 7,802 $4.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.84% New 7,793 $4.1M
Campbell & CO Investment Adviser LLC 0.31% New 7,774 $4.1M
Moors & Cabot, Inc. 0.21% Reduce -5.6% 7,768 $4.1M
Private Trust Co. NA 0.42% Add +6.0% 7,767 $4.1M
GPM Growth Investors, Inc. 1.78% Add +0.4% 7,766 $4.1M
SlateStone Wealth, LLC 0.41% Reduce -26.8% 7,747 $4.1M
Enterprise Bank & Trust Co 1.57% Reduce -3.3% 7,743 $4.1M
TFG Advisers LLC 1.47% Reduce -2.8% 7,738 $4.1M
Waterloo Capital, L.P. 0.38% Add +3.8% 7,725 $4.0M
Graypoint LLC 0.25% Reduce -9.3% 7,705 $4.0M
Penserra Capital Management LLC 0.07% Reduce -20.4% 7,684 $4.0M
China Universal Asset Management Co., Ltd. 0.37% Reduce -6.1% 7,663 $4.0M
Independent Financial Group, LLC 0.14% Reduce -14.0% 7,644 $4.0M
Shayne & Jacobs, LLC 0.98% Reduce -0.2% 7,640 $4.0M
Principle Wealth Partners LLC 0.29% Add +1.2% 7,614 $4.0M
Gotham Asset Management 0.03% Reduce -59.5% 7,585 $4.0M
Shufro Rose & Co. LLC 0.32% Reduce -1.3% 7,574 $4.0M
Fidelis Capital Partners, LLC 0.42% Reduce -4.9% 9,469 $4.0M
StoneX Group Inc. 0.22% Reduce -5.0% 7,560 $4.0M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -4.8% 7,545 $4.0M
S-Bank Fund Management Ltd 0.74% — 7,500 $3.9M
Hancock Whitney Corp. 0.13% Reduce -12.8% 7,496 $3.9M
Elgethun Capital Management 0.88% Add +5.7% 7,483 $3.9M
Banco de Sabadell, S.A 2.98% Add +6.6% 7,467 $3.9M
Guardian Wealth Advisors, LLC / NC 0.31% Add +2.6% 7,464 $3.9M
Roanoke Asset Management Corp./ NY 1.35% No change 7,462 $3.9M
Raab & Moskowitz Asset Management LLC 0.98% Reduce -3.5% 7,456 $3.9M
Cannell & Spears LLC 0.08% Reduce -10.1% 7,417 $3.9M
Diversify Wealth Management, LLC 0.29% Reduce -22.1% 9,481 $3.9M
Private Wealth Asset Management, LLC 0.56% — 7,398 $3.9M
Centre Asset Management, LLC 0.99% New 7,327 $3.8M
Signet Investment Advisory Group, Inc. 1.92% Add +10.0% 7,283 $3.8M
Optimum Investment Advisors 1.80% Reduce -6.5% 7,282 $3.8M
Compound Planning, Inc. 0.17% Add +0.3% 7,272 $3.8M
Studio Investment Management LLC 0.79% Add +0.6% 7,262 $3.8M
MPS Loria Financial Planners, LLC 1.13% Add +0.4% 7,256 $3.8M
Valmark Advisers, Inc. 0.06% Reduce -2.5% 7,245 $3.8M
Caliber Wealth Management, LLC / KS 0.52% — 7,212 $3.8M
Avestar Capital, LLC 0.36% Reduce -1.4% 7,198 $3.8M
Flagship Harbor Advisors, LLC 0.20% Add +0.7% 7,187 $3.8M
Wambolt & Associates, LLC 1.28% Reduce -0.6% 7,182 $3.8M
FAS Wealth Partners, Inc. 0.31% Add +1.4% 7,149 $3.7M
Columbus Macro, LLC 0.49% Reduce -12.7% 7,141 $3.7M
Whitener Capital Management, Inc. 1.06% Add +21.2% 7,132 $3.7M
WINTON GROUP Ltd 0.23% Add +254.1% 7,124 $3.7M
R.H. Investment Group, LLC 3.59% Add +3.4% 7,119 $3.7M
Pinnacle West Asset Management, Inc. 2.69% Add +0.1% 7,115 $3.7M
DE Burlo Group Inc. 0.55% Reduce -7.6% 7,100 $3.7M
Palumbo Wealth Management LLC 1.24% Add +28.8% 7,089 $3.7M
Spectrum Asset Management, Inc. (NB/CA) 1.65% Add +12.2% 7,071 $3.7M
Snider Financial Group 1.20% Add +7.2% 7,053 $3.7M
Delta Capital Management LLC 2.16% Reduce -3.4% 7,005 $3.7M
Cary Street Partners Financial LLC 0.12% Reduce -69.2% 6,996 $3.7M
Modern Wealth Management, LLC 0.12% Add +3.3% 6,996 $3.7M
Solidarity Wealth, LLC 0.90% Reduce -7.4% 6,990 $3.7M
Tema ETFs LLC 1.09% New 6,987 $3.7M
Somerset Trust Co 1.30% Add +6.2% 6,983 $3.7M
Capital Asset Advisory Services LLC 0.19% Reduce -4.9% 6,986 $3.7M
Condor Capital Management 0.34% Reduce -1.6% 6,978 $3.7M
Community Bank, N.A. 0.49% Reduce -1.6% 6,958 $3.6M
RiverPark Advisors, LLC 3.14% Reduce -1.4% 6,951 $3.6M
Bensler, LLC 0.46% Add +0.3% 6,945 $3.6M
Osprey Private Wealth LLC 2.15% Add +21.9% 6,915 $3.6M
Howard Capital Management, LLC 0.09% Reduce -13.4% 6,866 $3.6M
S&T Bank 1.17% Reduce -1.7% 6,836 $3.6M
SLT Holdings LLC 3.55% Reduce -0.1% 6,828 $3.6M
NBW Capital LLC 0.79% Reduce -22.8% 6,798 $3.6M
Arete Wealth Advisors, LLC 0.27% Add +1.7% 6,797 $3.6M
Delta Investment Management, LLC 0.72% Add +1.3% 6,782 $3.6M
Brooklyn Investment Group 0.77% Add +15.4% 6,776 $3.5M
Pathway Financial Advisers, LLC 1.22% Add +1.3% 6,764 $3.5M
Stevens Capital Management LP 0.88% Add +197.0% 6,762 $3.5M
Greenline Partners, LLC 0.51% Add +0.8% 6,741 $3.5M
Souders Financial Advisors 0.49% Reduce -28.7% 6,713 $3.5M
Brevan Howard Capital Management LP 0.10% Reduce -69.7% 6,698 $3.5M
Brasada Capital Management, LP 0.70% Add +2.3% 6,335 $3.5M
GM Advisory Group, LLC 0.19% Reduce -16.4% 6,680 $3.5M
TFR Capital, LLC. 1.45% Add +22.3% 6,650 $3.5M
Orleans Capital Management Corp. 2.04% Reduce -3.0% 6,631 $3.5M
Berkshire Asset Management LLC 0.17% Reduce -4.6% 8,894 $3.5M
SPC Financial, Inc. 0.30% Add +5.8% 6,588 $3.5M
Gryphon Financial Partners LLC 0.51% Add +11.7% 6,581 $3.4M
Brown Miller Wealth Management, LLC 1.19% Add +7.7% 6,580 $3.4M
Te Ahumairangi Investment Management Ltd 0.73% Reduce -3.0% 6,576 $3.4M
Birch Capital Management, LLC 1.78% Reduce -4.4% 6,551 $3.4M
Joel Isaacson & Co., LLC 0.16% Add +1.1% 6,541 $3.4M
Impact Capital Partners LLC 1.24% Add +3.5% 6,518 $3.4M
SBI Securities Co., Ltd. 0.11% Add +6.0% 6,516 $3.4M
L & S Advisors Inc 0.48% Add +1.3% 6,497 $3.4M
First Horizon Advisors, Inc. 0.10% Reduce -2.5% 6,489 $3.4M
Ami Investment Management Inc. 1.09% Add +11.4% 6,483 $3.4M
PACK Private Wealth, LLC 2.02% No change 6,482 $3.4M
Advocate Group LLC 0.62% Reduce -19.6% 6,477 $3.4M
Summit Global Investments 0.25% Add +63.2% 6,474 $3.4M
AssuredPartners Investment Advisors, LLC 0.65% Reduce -10.1% 6,470 $3.4M
Accent Capital Management, LLC 1.96% Add +10.7% 6,465 $3.4M
Sava Infond d.o.o. 0.64% No change 6,450 $3.4M
Investment Research & Advisory Group, Inc. 1.41% Add +2.0% 6,433 $3.4M
Royal Capital Wealth Management, LLC 2.36% Add +0.2% 6,430 $3.4M
Chung Wu Investment Group, LLC 4.02% Reduce -0.8% 6,423 $3.4M
Himension Capital (singapore) Pte. LTD. 0.29% Reduce -1.8% 6,408 $3.4M
Brady Family Wealth, LLC 1.07% Reduce -6.5% 6,403 $3.4M
Second Line Capital, LLC 0.86% Add +9.4% 6,402 $3.4M
Westover Capital Advisors, LLC 0.74% Reduce -0.2% 6,401 $3.4M
DF Dent & Co. Inc. 0.04% Add +0.6% 6,393 $3.3M
Simon Quick Advisors, LLC 0.19% Add +25.1% 6,381 $3.3M
Columbia Bank 1.15% Add +8.0% 6,376 $3.3M
Mitchell McLeod Pugh & Williams Inc. 0.69% Add +1.1% 6,373 $3.3M
Jessup Wealth Management, Inc 1.40% Add +438.1% 6,350 $3.3M
LYNX Capital Group Ltd. 1.71% New 6,341 $3.3M
Insight Wealth Strategies, LLC 0.45% Add +2.3% 6,336 $3.3M
Stonebrook Private Inc. 0.86% Add +4.3% 6,334 $3.3M
Sage Mountain Advisors LLC 0.24% Reduce -3.4% 6,323 $3.3M
Means Investment Co., Inc. 0.35% Add +29.9% 6,316 $3.3M
Symmetry Investments LP 0.30% Reduce -26.6% 6,315 $3.3M
Bay Rivers Group 1.73% Reduce -4.9% 6,289 $3.3M
Proquility Private Wealth Partners, LLC 1.02% Add +60.1% 6,289 $3.3M
Valley Brook Capital Group, Inc. 2.58% Reduce -11.5% 6,272 $3.3M
Moloney Securities Asset Management, LLC 0.45% Reduce -42.4% 6,272 $3.3M
Harbour Investments, Inc. 0.09% Reduce -7.9% 6,265 $3.3M
Grove Bank & Trust 0.43% Add +2.0% 6,212 $3.3M
Nilsine Partners, LLC 0.35% Reduce -10.1% 6,166 $3.2M
Composition Wealth, LLC 0.06% Reduce -5.3% 6,162 $3.2M
Cassaday & Co Wealth Management LLC 0.09% Reduce -6.9% 6,142 $3.2M
Keel Point, LLC 0.25% Add +1.6% 6,140 $3.2M
BOK Financial Private Wealth, Inc. 0.24% Reduce -5.7% 6,119 $3.2M
Parkside Financial Bank & Trust 0.41% Add +2.4% 6,112 $3.2M
Confluence Wealth Services, Inc. 0.20% Add +8.9% 7,480 $3.2M
Parisi Gray Wealth Management 1.04% Add +0.7% 6,110 $3.2M
Secure Asset Management, LLC 0.64% Add +30.9% 6,098 $3.2M
Paragon Advisors, LLC 1.21% Add +4.7% 6,090 $3.2M
Davidson Capital Management Inc. 0.86% Add +3.4% 6,077 $3.2M
Northeast Financial Consultants Inc 0.14% Reduce -42.7% 6,073 $3.2M
Coastal Bridge Advisors, LLC 0.45% Add +419.9% 6,067 $3.2M
Wedgewood Partners Inc. 0.64% Reduce -81.4% 10,302 $3.2M
Portside Wealth Group, LLC 0.52% Reduce -7.8% 6,043 $3.2M
Journey Strategic Wealth LLC 0.11% Add +16.8% 6,026 $3.2M
Norden Group LLC 0.36% Reduce -14.0% 6,024 $3.2M
Fagan Associates, Inc. 0.53% Add +2.8% 6,017 $3.2M
Baker Avenue Asset Management, LP 0.10% Add +304.9% 5,993 $3.1M
Beacon Bank & Trust 0.76% Reduce -10.8% 5,982 $3.1M
Ascent Wealth Partners, LLC 0.42% Reduce -69.3% 5,975 $3.1M
SevenBridge Financial Group, LLC 0.62% Add +0.5% 8,259 $3.1M
SteelPeak Wealth, LLC 0.13% Add +109.9% 5,969 $3.1M
Dover Advisors, LLC 1.36% Reduce -0.6% 5,962 $3.1M
Greenfield Savings Bank 1.53% Add +1.1% 5,951 $3.1M
Nicolet Advisory Services, LLC 0.31% Reduce -17.6% 5,234 $3.1M
Hartford Funds Management Co LLC 0.28% Add +13.8% 5,939 $3.1M
Strategic Advisors LLC 0.60% Reduce -5.8% 5,929 $3.1M
Founders Financial Securities LLC 0.26% Add +5.9% 7,381 $3.1M
Gifford Fong Associates 0.77% No change 5,918 $3.1M
Marion Wealth Management 0.83% Add +12.5% 5,917 $3.1M
Insigneo Advisory Services, LLC 0.32% Reduce -7.8% 5,913 $3.1M
Picton Mahoney Asset Management 0.11% Reduce -36.6% 5,910 $3.1M
Ted Buchan & Co 1.46% Add +4.0% 5,900 $3.1M
Elefante Mark B 2.45% Add +8.2% 5,900 $3.1M
Northside Capital Management, LLC 0.50% Add +0.6% 5,897 $3.1M
Rothschild Investment LLC 0.21% Reduce -8.1% 5,879 $3.1M
Sargent Investment Group, LLC 0.49% Reduce -10.0% 5,855 $3.1M
Clarius Group, LLC 0.19% Reduce -17.1% 5,845 $3.1M
Affiance Financial, LLC 0.71% Reduce -2.3% 5,838 $3.1M
Park Place Capital Corp 0.83% Add +32.0% 5,824 $3.1M
Rossmore Private Capital 0.38% Reduce -0.8% 5,813 $3.0M
Shepherd Financial Partners LLC 0.36% Add +0.6% 5,811 $3.0M
Boston Family Office LLC 0.22% Add +12.5% 5,805 $3.0M
Cherokee Insurance Co 1.34% No change 5,800 $3.0M
KKM Financial LLC 1.28% Add +6.5% 5,791 $3.0M
Wealth Architects, LLC 0.33% Add +3.1% 5,782 $3.0M
Trust Co. of Toledo NA 0.40% Reduce -0.8% 5,776 $3.0M
Little House Capital LLC 0.83% Reduce -54.3% 5,773 $3.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 1.03% Reduce -0.9% 5,762 $3.0M
Van Hulzen Asset Management, LLC 0.28% Reduce -74.2% 5,750 $3.0M
Inscription Capital, LLC 0.50% — 6,087 $3.0M
LRT Capital Management, LLC 2.06% Add +67.7% 5,748 $3.0M
Cunning Capital Partners, LP 1.92% Reduce -0.6% 5,747 $3.0M
Rehmann Capital Advisory Group 0.19% Reduce -0.2% 5,745 $3.0M
Keeler Thomas Management LLC 1.47% Reduce -48.5% 5,736 $3.0M
Ossiam 0.04% Reduce -73.0% 5,715 $3.0M
Brown Financial Advisors 1.23% Add +21.6% 5,700 $3.0M
Sentinel Trust Co. Lba 0.35% Reduce -4.3% 5,698 $3.0M
Sepio Capital, LP 0.24% Reduce -3.1% 5,688 $3.0M
Piscataqua Savings Bank 2.63% Reduce -15.7% 5,677 $3.0M
Legacy Financial Advisors, Inc. 0.50% Add +1.4% 5,676 $3.0M
Manchester Capital Management LLC 0.36% Add +6.6% 5,674 $3.0M
Counterweight Ventures, LLC 2.13% Add +3.4% 5,662 $3.0M
Berbice Capital Management LLC 2.54% Reduce -19.6% 5,630 $2.9M
Patten Group, Inc. 0.68% Reduce -5.6% 5,628 $2.9M
Berry Wealth Group, LP 2.30% Reduce -1.4% 5,625 $2.9M
Renasant Bank 1.95% Add +1.1% 5,612 $2.9M
Daymark Wealth Partners, LLC 0.13% Reduce -95.2% 5,601 $2.9M
PGIM Custom Harvest LLC 0.07% Add +47.8% 5,600 $2.9M
AIMZ Investment Advisors, LLC 1.02% Add +0.8% 5,578 $2.9M
Summit Place Financial Advisors, LLC 1.64% Add +7.3% 5,539 $2.9M
Cetera Trust Company, N.A 1.84% Add +1.9% 5,515 $2.9M
Retirement Guys Formula LLC 1.43% Add +34.6% 5,513 $2.9M
Invst, LLC 0.39% Add +295.3% 5,491 $2.9M
V-Square Quantitative Management LLC 0.42% Reduce -5.0% 5,476 $2.9M
Strategic Financial Services, Inc. 0.17% Reduce -1.1% 5,460 $2.9M
Concord Wealth Partners 0.47% Reduce -27.9% 5,450 $2.9M
Smithfield Trust Co 0.14% Add +1.0% 5,435 $2.8M
Elmwood Wealth Management, Inc. 1.17% Reduce -3.1% 5,428 $2.8M
Cidel Asset Management Inc. 0.18% Add +7.6% 5,393 $2.8M
Victrix Investment Advisors 1.48% Add +4.9% 5,575 $2.8M
RB Capital Management, LLC 0.72% Reduce -0.6% 5,382 $2.8M
MOKAN Wealth Management Inc. 1.69% Add +17.3% 5,361 $2.8M
Crestwood Advisors Group, LLC 0.05% Add +29.2% 5,357 $2.8M
Shay Capital LLC 0.82% Add +256.9% 5,353 $2.8M
Moody LYNN Lieberson & Walker, LLC 0.18% Reduce -16.7% 5,351 $2.8M
Rockingstone Advisors LLC 1.26% Add +103.9% 5,334 $2.8M
Harbour Investment Management LLC 1.26% Reduce -1.2% 5,316 $2.8M
Manhattan West Asset Management, LLC 0.71% Add +6.3% 5,297 $2.8M
Foster & Motley Inc. 0.17% Reduce -11.6% 5,290 $2.8M
RFG Advisory, LLC 0.07% Add +13.6% 5,263 $2.8M
Barings LLC 0.07% Reduce -22.8% 5,255 $2.8M
Generali Investments, Management Co LLC 0.78% Add +17.0% 5,221 $2.7M
Premier Path Wealth Partners, LLC 0.43% Reduce -5.9% 5,219 $2.7M
Wealthcare Advisory Partners LLC 0.07% Add +1.6% 5,215 $2.7M
Money Concepts Capital Corp. 0.20% Add +36.8% 5,200 $2.7M
Aventura Private Wealth, LLC 1.43% Add +0.8% 5,196 $2.7M
Blue Square Asset Management, LLC 1.46% Reduce -1.0% 5,191 $2.7M
Consilium Wealth Advisory, LLC 1.36% Add +5.8% 5,177 $2.7M
Formidable Asset Management, LLC 0.45% Add +0.9% 5,177 $2.7M
Wealth Alliance, LLC 0.33% Add +0.2% 5,166 $2.7M
Fosun International Ltd 0.77% Add +5.9% 5,157 $2.7M
Delta Global Management LP 0.19% New 5,140 $2.7M
Greater Midwest Financial Group, LLC 1.88% Add +4.9% 5,138 $2.7M
Wolverine Trading, LLC 0.09% Reduce -78.2% 5,213 $2.7M
Boomfish Wealth Group, LLC 1.74% Add +8.6% 5,131 $2.7M
Richwood Investment Advisors, LLC 2.28% Reduce -2.6% 5,110 $2.7M
WP Advisors, LLC 0.89% Add +9.4% 5,095 $2.7M
Fairbanks Capital Management, Inc. 1.71% Add +0.2% 5,089 $2.7M
Lake Street Private Wealth, LLC 0.44% Add +257.8% 5,084 $2.7M
Paralel Advisors LLC 0.11% No change 5,079 $2.7M
GTS Securities LLC 0.11% Add +10.9% 5,058 $2.6M
Magnus Financial Group LLC 0.26% Add +1.5% 5,046 $2.6M
Tealwood Asset Management Inc. 1.22% Reduce -0.5% 5,043 $2.6M
Dohj, LLC 0.60% Add +5.2% 5,036 $2.6M
Canopy Partners, LLC 1.03% Reduce -4.0% 5,036 $2.6M
Apexium Financial, LP 0.16% Add +2.9% 5,035 $2.6M
Lineweaver Wealth Advisors, LLC 0.45% Reduce -10.7% 5,009 $2.6M
Sivik Global Healthcare LLC 1.43% Reduce -60.0% 5,000 $2.6M
KP Management LLC 1.01% No change 5,000 $2.6M
Savvy Advisors, Inc. 0.26% Add +14.7% 4,991 $2.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.44% Add +20.8% 4,976 $2.6M
Correct Capital Wealth Management 0.52% Add +25.9% 4,970 $2.6M
Oarsman Capital, Inc. 0.47% Add +4.7% 4,967 $2.6M
Ameliora Wealth Management Ltd. 0.98% Add +0.9% 4,964 $2.6M
Gries Financial LLC 0.50% Add +176.7% 4,956 $2.6M
Sheets Smith Wealth Management 0.32% Add +0.2% 4,944 $2.6M
Diversified Enterprises, LLC 0.22% Add +29.6% 4,915 $2.6M
Triangle Securities Wealth Management 0.66% Add +0.1% 4,893 $2.6M
Moser Wealth Advisors, LLC 1.34% Reduce -0.2% 4,890 $2.6M
Court Place Advisors, LLC 0.85% Add +4.8% 4,882 $2.6M
Cooper Financial Group 0.34% Add +14.8% 4,871 $2.6M
AlphaCore Capital LLC 0.22% Add +652.2% 4,867 $2.5M
Edgestream Partners, L.P. 0.09% Reduce -35.0% 4,856 $2.5M
Harvey Investment Co. LLC 0.28% Add +0.1% 4,846 $2.5M
Pure Financial Advisors, LLC 0.05% Add +31.5% 4,831 $2.5M
Scissortail Wealth Management, LLC 0.65% Add +49.1% 4,829 $2.5M
Fielder Capital Group LLC 0.73% Add +4.6% 4,824 $2.5M
Magnolia Capital Advisors LLC 0.69% Add +7.8% 4,814 $2.5M
Fiduciary Family Office, LLC 0.84% New 4,811 $2.5M
PDS Planning, Inc 0.21% Add +12.4% 4,805 $2.5M
Flavin Financial Services, Inc. 2.31% Add +6.8% 4,800 $2.5M
Aaron Wealth Advisors LLC 0.29% Add +6.9% 4,775 $2.5M
Eads & Heald Wealth Management 1.27% Reduce -1.8% 4,770 $2.5M
OV Management LLC 1.17% Add +51.3% 4,767 $2.5M
Alaethes Wealth, LLC 0.91% Add +2.5% 4,763 $2.5M
BigSur Wealth Management LLC 0.67% Add +0.5% 4,743 $2.5M
Kathmere Capital Management, LLC 0.21% Reduce -9.9% 4,738 $2.5M
Tyche Wealth Partners LLC 0.54% Add +1.1% 4,733 $2.5M
Wealth Alliance Advisory Group, LLC 0.51% Add +1.5% 4,731 $2.5M
First Business Financial Services, Inc. 0.24% Add +6.4% 4,721 $2.5M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -6.1% 4,706 $2.5M
My Legacy Advisors, LLC 0.95% Reduce -2.2% 4,706 $2.5M
Schear Investment Advisers, LLC 1.42% Reduce -6.1% 4,705 $2.5M
OneAscent Financial Services LLC 0.16% Reduce -2.0% 4,705 $2.5M
Chemung Canal Trust Co. 0.54% Reduce -49.4% 4,692 $2.5M
Catalyst Financial Partners LLC 0.45% Add +4.6% 4,685 $2.5M
Wrapmanager Inc. 0.64% Reduce -4.1% 4,671 $2.4M
Accurate Wealth Management, LLC 0.47% Add +10.7% 4,080 $2.4M
Voleon Capital Management LP 0.19% Reduce -64.1% 4,658 $2.4M
TigerOak Management, L.L.C. 0.93% Reduce -1.0% 4,621 $2.4M
JNBA Financial Advisors 0.25% Reduce -0.3% 4,619 $2.4M
Cahill Financial Advisors Inc. 0.33% Add +0.1% 4,618 $2.4M
Byrne Financial Freedom, LLC 1.37% Reduce -0.2% 4,612 $2.4M
SCS Capital Management LLC 0.03% New 4,609 $2.4M
Radnor Capital Management, LLC 0.40% Add +6.0% 4,604 $2.4M
Forefront Wealth Management Inc. 2.23% Add +0.0% 4,597 $2.4M
Bowman & Co S.C. 1.18% Add +16.0% 4,566 $2.4M
Anb Bank 1.07% Add +2.0% 4,575 $2.4M
Aft, Forsyth & Sober, LLC 0.84% No change 4,575 $2.4M
Hartford Financial Management Inc. 0.49% Add +2.5% 4,567 $2.4M
Delta Financial Group, Inc. 0.55% Add +182.3% 4,629 $2.4M
Cox Capital Mgt LLC 1.74% Reduce -46.6% 4,559 $2.4M
Alta Advisers Ltd 1.02% Add +49.1% 4,557 $2.4M
Knollwood Investment Advisory, LLC 0.26% No change 4,555 $2.4M
Advisory Alpha, LLC 0.08% Add +6.9% 4,555 $2.4M
Oakworth Capital, Inc. 0.17% Reduce -5.9% 4,550 $2.4M
Empire Financial Management Company, LLC 0.74% Add +9.4% 4,542 $2.4M
Everhart Financial Group, Inc. 0.32% Add +5.7% 4,535 $2.4M
Quantbot Technologies LP 0.08% New 4,535 $2.4M
Linden Thomas Advisory Services, LLC 0.31% Add +5.5% 4,534 $2.4M
Van Cleef Asset Management,Inc 0.27% Reduce -17.7% 4,531 $2.4M
Finivi Inc. 1.91% Add +2.8% 4,525 $2.4M
Okabena Investment Services Inc. 0.59% Add +1.4% 4,504 $2.4M
Mather Group, Llc. 0.03% Reduce -15.4% 4,498 $2.4M
Applied Capital LLC 1.89% Reduce -0.1% 4,490 $2.4M
SilverOak Wealth Management LLC 0.51% Reduce -0.4% 4,488 $2.4M
Moss Adams Wealth Advisors LLC 0.25% Add +8.8% 4,485 $2.3M
ABLE Financial Group, LLC 0.66% Add +8.7% 4,481 $2.3M
Capital Investment Advisory Services, LLC 0.21% Add +3.1% 4,479 $2.3M
Shum Financial Group, Inc. 2.03% Add +18.9% 4,471 $2.3M
BTG Pactual Asset Management US LLC 0.30% Add +21.7% 4,471 $2.3M
Financial Perspectives, Inc 0.80% Add +0.0% 4,461 $2.3M
One Wealth Advisors, LLC 0.35% Add +20.3% 4,457 $2.3M
Twin Tree Management, LP 0.05% New 4,445 $2.3M
Greenup Street Wealth Management LLC 0.46% New 4,432 $2.3M
BKM Wealth Management, LLC 0.96% Reduce -25.3% 4,430 $2.3M
Interchange Capital Partners, LLC 0.65% Reduce -1.6% 4,421 $2.3M
Weaver Capital Management LLC 0.62% Add +3.1% 4,417 $2.3M
Oak Asset Management, LLC 0.85% No change 4,414 $2.3M
Trueblood Wealth Management, LLC 1.07% Add +0.4% 4,413 $2.3M
Chesapeake Wealth Management 0.82% Reduce -4.0% 4,412 $2.3M
Aries Wealth Management 0.63% Add +1.5% 4,407 $2.3M
Northcape Wealth Management, LLC 0.75% Add +1.3% 4,403 $2.3M
Maia Wealth LLC 0.52% Add +10.7% 3,928 $2.3M
Affinity Investment Advisors, LLC 1.88% Reduce -0.7% 4,397 $2.3M
Orrstown Financial Services Inc. 0.55% Reduce -6.9% 4,395 $2.3M
Kempner Capital Management Inc. 1.29% New 4,390 $2.3M
Personal Cfo Solutions, LLC 0.47% Add +5.4% 4,383 $2.3M
Argus Investors' Counsel, Inc. 1.75% Add +211.2% 4,382 $2.3M
Evelyn Partners Investment Management (Europe) Ltd 0.86% Add +27.1% 4,379 $2.3M
Nwam LLC 0.20% Reduce -0.5% 4,366 $2.3M
Advisor OS, LLC 0.26% Add +34.0% 4,354 $2.3M
Marcum Wealth, LLC 0.20% Reduce -4.5% 4,352 $2.3M
Opal Wealth Advisors, LLC 0.70% Add +5.4% 4,343 $2.3M
Jain Global LLC 0.05% Add +172.3% 4,341 $2.3M
Greenwoods Asset Management Hong Kong Ltd. 0.07% Reduce -69.4% 4,338 $2.3M
Peterson Wealth Services 0.71% Add +16.0% 4,331 $2.3M
Arrow Financial Corp 0.25% Reduce -42.9% 4,326 $2.3M
Camarda Financial Advisors, LLC 1.02% New 4,325 $2.3M
Pinnacle Wealth Planning Services, Inc. 0.34% Add +4.6% 4,324 $2.3M
First National Advisers, LLC 0.36% Reduce -2.8% 4,321 $2.3M
Courier Capital LLC 0.15% Add +3.0% 4,320 $2.3M
Freedom Investment Management, Inc. 0.19% Add +1.4% 4,303 $2.3M
Moneco Advisors, LLC 0.23% Reduce -3.4% 4,303 $2.3M
Agp Franklin, LLC 1.39% Reduce -36.5% 3,857 $2.3M
Comprehensive Financial Consultants Institutional, Inc. 0.80% Add +3.9% 4,296 $2.3M
Chancellor Financial Group WB LP 1.87% No change 4,289 $2.2M
IFG Advisory, LLC 0.12% Add +1.5% 4,286 $2.2M
Ellenbecker Investment Group 0.40% Add +5.8% 4,280 $2.2M
Hilltop Partners LLC 0.76% Add +10.0% 4,280 $2.2M
Diversify Advisory Services, LLC 0.14% Reduce -13.0% 5,465 $2.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.17% Reduce -1.2% 4,265 $2.2M
Bigelow Investment Advisors, LLC 1.06% Reduce -0.3% 4,255 $2.2M
Quadcap Wealth Management, LLC 0.32% Reduce -5.3% 4,241 $2.2M
Inkwell Capital LLC 2.43% Reduce -0.7% 4,237 $2.2M
Stablepoint Partners, LLC 0.40% Reduce -3.0% 4,224 $2.2M
Aspiriant, LLC 0.08% Reduce -6.3% 4,217 $2.2M
Relyea Zuckerberg Hanson LLC 0.30% Reduce -8.2% 4,216 $2.2M
Sterling Investment Management, LLC 1.57% Reduce -2.7% 4,211 $2.2M
MeadowBrook Investment Advisors LLC 2.09% Reduce -3.3% 4,207 $2.2M
Missouri Trust & Investment Co 0.77% Add +8.8% 4,204 $2.2M
Nvwm, LLC 0.58% Add +2.5% 4,202 $2.2M
Concord Asset Management, LLC 0.48% Reduce -32.0% 5,135 $2.2M
Hardy Reed LLC 0.19% Reduce -1.4% 4,188 $2.2M
Circle Wealth Management, LLC 0.05% Reduce -18.3% 4,182 $2.2M
Voya Financial Advisors, Inc. 0.24% Reduce -3.8% 4,225 $2.2M
Littlejohn Financial Services, Inc. 1.71% Add +4.1% 4,140 $2.2M
Jacobi Capital Management LLC 0.16% Add +9.4% 4,125 $2.2M
Frisch Financial Group, Inc. 0.61% Add +0.4% 4,125 $2.2M
Romano Brothers and Company 0.28% Reduce -1.5% 4,119 $2.2M
GKV Capital Management Co., Inc. 1.07% Add +181.5% 4,110 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +3.4% 4,102 $2.1M
Wealth Effects LLC 0.90% Reduce -6.8% 4,097 $2.1M
Platform Technology Partners 0.62% Add +3.0% 4,095 $2.1M
Lawson Kroeker Investment Management Inc. 0.40% No change 4,081 $2.1M
Quent Capital, LLC 0.22% Reduce -4.0% 4,081 $2.1M
Mayflower Financial Advisors, LLC 0.32% Reduce -8.1% 4,075 $2.1M
MIdWestOne Financial Group, Inc. 0.30% Add +13.5% 4,073 $2.1M
Vista Investment Management 0.83% Reduce -3.4% 4,056 $2.1M
Meeder Asset Management Inc. 0.14% Add +1613.1% 4,043 $2.1M
Drive Wealth Management, LLC 0.50% Add +31.5% 4,034 $2.1M
Beaumont Financial Advisors, LLC 0.17% Reduce -2.3% 4,031 $2.1M
Mach-1 Financial Group, LLC 0.63% New 4,026 $2.1M
FWL Investment Management, LLC 0.78% Reduce -4.4% 4,025 $2.1M
First Nebraska Trust Co 0.21% Add +1.3% 4,014 $2.1M
CFM Wealth Partners LLC 0.37% Reduce -14.0% 4,013 $2.1M
Cottage Street Advisors LLC 1.05% Reduce -9.2% 4,010 $2.1M
RedJay Asset Management Inc. 1.13% New 4,000 $2.1M
Viking Fund Management LLC 0.30% No change 4,000 $2.1M
BCGM Wealth Management, LLC 0.64% Add +3.6% 3,996 $2.1M
Gen-Wealth Partners Inc 0.87% Add +13.6% 3,994 $2.1M
Central Valley Advisors, LLC 0.79% Add +6.2% 3,968 $2.1M
RBA Wealth Management, LLC 0.82% Reduce -5.8% 3,966 $2.1M
Arax Advisory Partners 0.13% Reduce -3.8% 3,965 $2.1M
Cutter & CO Brokerage, Inc. 0.49% New 3,963 $2.1M
Pacific Point Advisors, LLC 1.15% Add +2.3% 3,958 $2.1M
PICTET BANK & TRUST Ltd 2.53% Add +19.9% 3,955 $2.1M
Tilia Fiduciary Partners, Inc. 1.38% Add +4.4% 3,953 $2.1M
Gilliland Jeter Wealth Management LLC 0.73% Reduce -8.7% 3,944 $2.1M
Occudo Quantitative Strategies LP 0.27% New 4,000 $2.1M
Strategic Blueprint, LLC 0.11% Add +2.2% 3,936 $2.1M
U S Wealth Group, Llc. 1.63% Reduce -4.0% 3,929 $2.1M
Signature Wealth Management Group 0.80% Add +5.4% 3,924 $2.1M
Cape Ann Savings Bank 1.29% Reduce -2.7% 3,922 $2.1M
Left Brain Wealth Management, LLC 0.90% Reduce -4.0% 3,920 $2.1M
Virtue Capital Management, LLC 0.24% Add +177.7% 3,902 $2.1M
Creegan & Nassoura Financial Group, LLC 1.36% No change 3,905 $2.0M
Morningstar Investment Services LLC 0.37% Reduce -60.4% 3,904 $2.0M
CNB Bank 1.03% Reduce -20.0% 3,895 $2.0M
Key Financial Inc 0.44% No change 3,892 $2.0M
EverSource Wealth Advisors, LLC 0.11% Add +7.8% 3,889 $2.0M
Northeast Financial Group, Inc. 0.76% Add +7.5% 3,878 $2.0M
Vista Finance, LLC 1.76% Reduce -1.4% 3,874 $2.0M
Freedom Day Solutions, LLC 0.62% Reduce -6.7% 3,867 $2.0M
Transcend Capital Advisors, LLC 0.15% Reduce -34.0% 3,865 $2.0M
SWS Partners 0.66% Reduce -0.2% 3,860 $2.0M
Coppell Advisory Solutions LLC 0.28% Add +166.4% 4,933 $2.0M
ROI Financial Advisors, LLC 1.47% Reduce -23.5% 3,850 $2.0M
Ables, Iannone, Moore & Associates, Inc. 1.37% No change 3,848 $2.0M
KPP Advisory Services LLC 0.38% Add +10.7% 3,842 $2.0M
Revolve Wealth Partners, LLC 0.29% Reduce -4.6% 3,834 $2.0M
Optas, LLC 0.35% Add +0.1% 3,826 $2.0M
West Family Investments, Inc. 0.75% Add +5.8% 3,824 $2.0M
Parsons Capital Management Inc. 0.11% Reduce -12.2% 3,823 $2.0M
Monte Financial Group, LLC 0.88% Add +0.9% 4,409 $2.0M
Stillwater Wealth Management Group 1.72% Reduce -10.8% 3,792 $2.0M
Stokes Family Office, LLC 0.22% Add +1.3% 3,782 $2.0M
IMA Advisory Services, Inc. 0.23% Reduce -4.4% 3,772 $2.0M
Financial Advocates Investment Management 0.14% Reduce -3.5% 3,767 $2.0M
Heartland Bank & Trust Co 1.01% Add +17.4% 3,767 $2.0M
L.M. Kohn & Company 0.51% Reduce -15.9% 3,748 $2.0M
Delta Financial Advisors LLC 0.74% Add +0.9% 3,739 $2.0M
Walter & Keenan Wealth Management LLC /in/ 0.59% Add +4.3% 3,731 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +6.0% 3,729 $2.0M
SkyView Investment Advisors, LLC 0.29% Add +8.2% 3,721 $1.9M
Goepper Burkhardt LLC 0.78% No change 3,717 $1.9M
Congress Asset Management Co. 0.01% Reduce -63.5% 3,703 $1.9M
Matrix Trust Co 0.33% Add +1.6% 3,691 $1.9M
Two Sigma Securities, LLC 0.30% Add +27.5% 3,684 $1.9M
Central Pacific Bank - Trust Division 0.28% Add +0.4% 3,680 $1.9M
IAM Advisory, LLC 0.50% Reduce -1.8% 3,679 $1.9M
Avantax Planning Partners, Inc. 0.07% Reduce -6.6% 3,677 $1.9M
Centric Wealth Management 0.51% Reduce -16.1% 3,677 $1.9M
Stableford Capital II LLC 0.81% Reduce -0.7% 4,232 $1.9M
Prestige Wealth Management Group LLC 0.41% Add +0.4% 3,664 $1.9M
Certified Advisory Corp 0.22% Reduce -0.3% 3,662 $1.9M
Signature Estate & Investment Advisors LLC 0.05% Reduce -0.7% 3,661 $1.9M
DRW Securities, LLC 0.16% Reduce -11.2% 3,652 $1.9M
Net Worth Advisory Group 0.60% Add +0.6% 3,642 $1.9M
Murphy Pohlad Asset Management LLC 0.81% Reduce -7.3% 3,634 $1.9M
Argentarii, LLC 0.94% Reduce -2.8% 3,624 $1.9M
Menard Financial Group LLC 1.25% Add +24.7% 4,809 $1.9M
Bridgewater Advisors Inc. 0.16% New 4,630 $1.9M
IMS Capital Management 0.96% No change 3,617 $1.9M
Proficio Capital Partners LLC 0.15% Reduce -3.2% 3,615 $1.9M
HMS Capital Management, LLC 1.05% Reduce -0.7% 3,605 $1.9M
Willner & Heller, LLC 1.75% Reduce -3.0% 3,610 $1.9M
Trust Point Inc. 0.17% Reduce -30.7% 3,606 $1.9M
Fiduciary Group, LLC 0.19% Reduce -0.9% 3,603 $1.9M
Continuum Advisory, LLC 0.24% No change 3,595 $1.9M
Spirepoint Private Client, LLC 0.25% Reduce -78.8% 3,593 $1.9M
Shorepoint Capital Partners LLC 0.43% Reduce -36.3% 3,589 $1.9M
Alliance Wealth Advisors, LLC 0.49% Reduce -8.7% 3,579 $1.9M
One Capital Management, LLC 0.06% Add +5.1% 3,575 $1.9M
Saxon Interests, Inc. 0.87% Add +3.8% 3,566 $1.9M
JT Stratford LLC 0.33% Add +47.9% 3,564 $1.9M
Welch & Forbes LLC 0.02% Reduce -33.1% 3,562 $1.9M
Ramirez Asset Management, Inc. 0.39% No change 3,559 $1.9M
Tang Capital Management LLC 0.10% Add +53.4% 3,541 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Reduce -30.8% 3,593 $1.9M
Sendero Wealth Management, LLC 0.26% Add +23.0% 3,540 $1.9M
US Asset Management LLC 1.76% Reduce -0.3% 3,529 $1.8M
LSV Asset Management 0.00% Add +0.4% 3,528 $1.8M
BlueStem Wealth Partners, LLC 0.25% Reduce -1.0% 3,528 $1.8M
Great Diamond Partners, LLC 0.50% Reduce -26.6% 3,520 $1.8M
Hudson Canyon Capital Management 1.30% No change 3,518 $1.8M
Horizon Investment Services, LLC 0.89% Reduce -7.5% 3,513 $1.8M
Evernest Financial Advisors, LLC 0.66% Reduce -1.5% 3,505 $1.8M
FSM Wealth Advisors, LLC 0.41% Reduce -1.6% 3,504 $1.8M
Evelyn Partners Asset Management Ltd 0.51% Reduce -26.1% 3,487 $1.8M
Prossimo Advisors, LLC 1.37% Reduce -1.0% 3,478 $1.8M
Kenora Financial, LLC 0.75% Add +73.9% 3,472 $1.8M
Silicon Valley Capital Partners 0.24% Reduce -75.8% 3,521 $1.8M
Sterling Investment Counsel, LLC 0.62% Add +97.4% 3,465 $1.8M
Financial Advisors Network, Inc. 0.30% Add +0.3% 3,462 $1.8M
Prelude Capital Management, LLC 0.18% New 3,457 $1.8M
Commons Capital, LLC 1.66% Add +0.1% 3,454 $1.8M
Trust Investment Advisors 1.16% Add +7.8% 3,441 $1.8M
Emprise Bank 0.96% Reduce -3.2% 3,428 $1.8M
Westside Investment Management, Inc. 0.38% Add +6.8% 3,427 $1.8M
Glen Eagle Advisors, LLC 0.30% Reduce -39.3% 3,423 $1.8M
Caxton Associates LLP 0.06% — 3,422 $1.8M
James J. Burns & Company, LLC 0.32% Add +0.3% 3,419 $1.8M
Herold Advisors, Inc. 0.39% Add +2.4% 3,414 $1.8M
Montecito Bank & Trust 0.32% Add +7.5% 3,414 $1.8M
Cobblestone Capital Advisors LLC 0.10% Reduce -1.4% 3,410 $1.8M
Legacy Capital Wealth Partners, LLC 0.44% Reduce -7.9% 3,407 $1.8M
Redwood Investment Management, LLC 0.19% Add +147.6% 3,407 $1.8M
Analyst IMS Investment Management Services Ltd. 0.07% Add +53.0% 3,405 $1.8M
SkyOak Wealth, LLC 0.39% Add +10.1% 3,401 $1.8M
Smith Salley Wealth Management 0.12% Reduce -5.6% 3,400 $1.8M
Ahl Investment Management, Inc. 1.23% Reduce -10.5% 3,395 $1.8M
Sierra Legacy Group 1.62% Reduce -27.0% 3,384 $1.8M
Buckley Wealth Management, LLC 0.55% Add +1.4% 3,379 $1.8M
McCarter Private Wealth Services LLC 1.16% Reduce -36.1% 3,375 $1.8M
Zullo Investment Group, Inc. 0.76% Add +0.5% 3,364 $1.8M
Global Assets Advisory, LLC 0.33% Add +180.6% 3,199 $1.8M
ORBA Wealth Advisors, L.L.C. 0.89% Reduce -3.5% 3,362 $1.8M
Pinion Investment Advisors, LLC 0.39% Reduce -0.1% 3,360 $1.8M
Ellevest, Inc. 0.12% Reduce -3.2% 3,339 $1.7M
Machina Capital S.A.S. 0.52% Add +376.3% 3,334 $1.7M
Investment Advisory Services Inc. /TX 0.63% Reduce -1.6% 3,331 $1.7M
Accretive Wealth Partners, LLC 0.62% Add +3.0% 4,421 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +2.3% 3,320 $1.7M
Ellis Investment Partners, LLC 0.36% Add +5.7% 3,312 $1.7M
Ceeto Capital Group, LLC 0.66% Add +48.5% 3,306 $1.7M
Defined Wealth Management, LLC 1.16% Reduce -0.5% 3,302 $1.7M
CSU Producer Resources, Inc. 5.73% No change 3,300 $1.7M
Canandaigua National Bank & Trust Co. 0.17% Reduce -10.4% 3,299 $1.7M
Ascentis Independent Advisors 0.34% Reduce -2.0% 3,291 $1.7M
RKL Wealth Management LLC 0.16% Reduce -7.2% 3,273 $1.7M
GoalVest Advisory LLC 0.47% Add +0.9% 3,268 $1.7M
Humankind Investments LLC 0.44% Add +29.1% 3,265 $1.7M
Phillips Wealth Planners LLC 1.80% Add +2.8% 2,844 $1.7M
Brookwood Investment Group LLC 0.29% — 3,228 $1.7M
Mendel Money Management 0.80% Add +0.4% 3,224 $1.7M
ZWJ Investment Counsel Inc. 0.07% Reduce -7.4% 3,211 $1.7M
Arbor Trust Wealth Advisors, LLC 0.79% Add +6.0% 3,199 $1.7M
Pettee Investors, Inc. 1.00% Reduce -9.9% 3,197 $1.7M
Advisors Preferred, LLC 0.22% New 3,200 $1.7M
Mainstream Capital Management LLC 1.33% Add +3.9% 3,194 $1.7M
Rede Wealth, LLC 0.59% Reduce -5.4% 3,184 $1.7M
KLCM Advisors, Inc. 0.19% Reduce -2.0% 3,177 $1.7M
Evergreen Wealth Management, LLC 0.99% Add +22.3% 3,173 $1.7M
Quotient Wealth Partners, LLC 0.05% Reduce -11.5% 3,164 $1.7M
SYM FINANCIAL Corp 0.20% Add +10.8% 3,158 $1.7M
Leonteq Securities AG 0.13% Reduce -64.8% 3,143 $1.7M
Laraway Financial Advisors Inc 1.31% Reduce -2.3% 3,151 $1.7M
Mason & Associates Inc 0.41% Reduce -23.2% 3,148 $1.6M
RAM Investment Partners, LLC 0.40% New 3,130 $1.6M
Enclave Advisors LLC 0.28% Reduce -3.1% 3,128 $1.6M
Gsa Capital Partners LLP 0.15% Reduce -59.4% 3,127 $1.6M
Paulson Wealth Management Inc. 0.46% Reduce -4.8% 3,127 $1.6M
MRA Advisory Group 0.87% Reduce -9.8% 3,121 $1.6M
Stratos Wealth Advisors, LLC 0.09% Add +25.3% 3,114 $1.6M
Bell Bank 0.09% Reduce -57.5% 3,113 $1.6M
Pekin Hardy Strauss, Inc. 0.20% Add +0.4% 3,103 $1.6M
Ar Asset Management Inc. 0.37% No change 3,090 $1.6M
Westbourne Investment Advisors, Inc. 0.57% Reduce -1.3% 3,085 $1.6M
Burling Wealth Partners, LLC 0.34% Reduce -67.1% 3,082 $1.6M
Safeguard Investment Advisory Group, LLC 0.44% Add +23.4% 3,077 $1.6M
Mechanics Financial Corp 0.73% Reduce -1.1% 3,068 $1.6M
ICW Investment Advisors LLC 0.65% Add +6.4% 3,051 $1.6M
Westhampton Capital, LLC 0.87% Reduce -0.6% 3,032 $1.6M
Cookson Peirce & Co. Inc. 0.08% Add +27.6% 3,030 $1.6M
Institute for Wealth Management, LLC. 0.20% Reduce -0.1% 3,023 $1.6M
Townsend & Associates, Inc 0.17% No change 3,720 $1.6M
Sentry Investment Management LLC 1.07% Add +1.0% 3,013 $1.6M
LM Advisors LLC 0.29% Reduce -39.1% 3,017 $1.6M
Independent Investors Inc. 0.33% Reduce -0.2% 3,010 $1.6M
Burford Brothers, Inc. 0.77% Add +3.7% 3,010 $1.6M
Sivia Capital Partners, LLC 0.74% Add +20.2% 3,010 $1.6M
Supplemental Annuity Collective Trust of NJ 0.49% No change 3,000 $1.6M
Quinn Opportunity Partners LLC 0.11% Reduce -53.9% 3,000 $1.6M
Resonant Capital Advisors, LLC 0.11% Add +13.9% 2,995 $1.6M
Hartline Investment Corp./ 0.21% Add +1.1% 2,994 $1.6M
Sierra Summit Advisors LLC 0.34% Reduce -10.0% 2,989 $1.6M
BankPlus Trust Department 0.52% Add +3.3% 2,980 $1.6M
CWC Advisors, LLC. 0.89% Add +57.9% 2,977 $1.6M
McDonald Partners LLC 0.40% Add +3.0% 2,911 $1.6M
Secured Retirement Advisors, LLC 1.00% Reduce -68.0% 2,962 $1.6M
First National Bank of Mount Dora, Trust Investment Services 0.38% Reduce -64.8% 2,959 $1.5M
Apeiron RIA LLC 0.47% Reduce -0.6% 2,957 $1.5M
Kirtland Hills Capital Management, LLC 0.94% Add +2.8% 3,403 $1.5M
HHM Wealth Advisors, LLC 0.21% Add +0.9% 2,947 $1.5M
Bluespring Wealth Management, LLC 0.16% Reduce -7.0% 2,944 $1.5M
Tolleson Wealth Management, Inc. 0.30% Reduce -12.3% 2,942 $1.5M
PFW Advisors LLC 0.48% Reduce -2.5% 2,941 $1.5M
Meritage Portfolio Management 0.10% Reduce -9.7% 2,939 $1.5M
CFS Investment Advisory Services, LLC 0.14% Add +1.2% 2,939 $1.5M
Northern Financial Advisors Inc 1.27% Reduce -5.6% 2,931 $1.5M
E&G Advisors, LLC 0.43% Reduce -1.2% 2,928 $1.5M
Allred Capital Management, LLC 0.61% Add +10.5% 2,927 $1.5M
MBM Wealth Consultants, LLC 0.45% Add +1.9% 2,926 $1.5M
Nicholas Hoffman & Company, LLC. 0.06% Add +10.6% 2,924 $1.5M
Duncan Williams Asset Management, LLC 0.55% Add +7.4% 2,922 $1.5M
Centurion Wealth Management LLC 0.48% No change 3,025 $1.5M
Heritage Family Offices, LLP 0.78% Add +4.4% 2,921 $1.5M
Sunpointe, LLC 0.81% Reduce -0.6% 2,913 $1.5M
Trustmark Bank Trust Department 0.11% Add +9.7% 2,904 $1.5M
XML Financial, LLC 0.14% Reduce -2.1% 2,895 $1.5M
Aviance Capital Partners, LLC 0.21% Reduce -6.0% 2,891 $1.5M
Breakwater Capital Group 0.27% Add +18.0% 2,890 $1.5M
Meridian Financial Partners LLC 0.77% Reduce -0.1% 2,889 $1.5M
CRA Financial Services, LLC 0.26% Reduce -3.3% 2,883 $1.5M
Capital & Planning, LLC 1.12% Add +12.9% 2,879 $1.5M
Strategic Investment Advisors / MI 0.16% Add +10.9% 2,878 $1.5M
Ironwood Investment Counsel, LLC 0.26% Reduce -2.3% 2,875 $1.5M
Calton & Associates, Inc. 0.34% New 2,874 $1.5M
Archer Investment Corp 0.39% Add +3.2% 2,866 $1.5M
Mill Creek Capital Advisors, LLC 0.04% Reduce -3.6% 2,863 $1.5M
Vectors Research Management, LLC 0.52% No change 2,856 $1.5M
EFG Asset Management (North America) Corp. 0.25% New 2,849 $1.5M
Summit X, LLC 0.31% Reduce -10.8% 2,849 $1.5M
Patton Albertson Miller Group, LLC 0.22% Reduce -1.3% 2,845 $1.5M
Nicholson Wealth Management Group, LLC 0.98% Add +4.3% 2,843 $1.5M
Costello Asset Management, INC 0.60% Reduce -56.7% 2,835 $1.5M
Fortis Group Advisors, LLC 0.29% Reduce -53.1% 2,833 $1.5M
Hunter Associates Investment Management LLC 0.23% Reduce -17.5% 2,832 $1.5M
Exchange Traded Concepts, LLC 0.03% Add +49.0% 2,827 $1.5M
Algert Global LLC 0.04% Reduce -11.1% 2,823 $1.5M
Transatlantique Private Wealth LLC 0.59% Add +5.4% 2,807 $1.5M
Martin Capital Partners, LLC 1.76% Reduce -0.8% 2,807 $1.5M
SWP Investment Management LLC 1.83% — 2,806 $1.5M
Paladin Wealth, LLC 1.31% Add +11.9% 2,795 $1.5M
Lord & Richards Wealth Management, LLC 1.65% Add +172.3% 2,772 $1.5M
Silver Oak Securities, Incorporated 0.14% Reduce -2.4% 2,808 $1.4M
Cromwell Holdings LLC 0.93% No change 2,765 $1.4M
Groesbeck Investment Management Corp. 2.03% Reduce -6.2% 2,764 $1.4M
JSF Financial, LLC 0.38% Reduce -28.2% 2,762 $1.4M
Nabity-Jensen Investment Management Inc 1.15% Add +0.9% 2,760 $1.4M
LVM Capital Management Ltd. 0.16% No change 2,758 $1.4M
Perennial Investment Advisors, LLC 0.16% Add +1.1% 2,759 $1.4M
Keudell/Morrison Wealth Management 0.34% No change 2,757 $1.4M
Riverwater Partners LLC 0.74% Add +8.9% 2,756 $1.4M
Austin Private Wealth, LLC 0.13% Reduce -2.0% 2,755 $1.4M
MGB Wealth Management, LLC 0.52% Reduce -0.1% 2,791 $1.4M
Brand Asset Management Group, Inc. 0.60% Reduce -2.8% 2,754 $1.4M
ICONIQ Capital, LLC 0.03% Add +10.6% 2,747 $1.4M
Transamerica Financial Advisors, LLC 0.15% Reduce -2.3% 2,740 $1.4M
Trail Ridge Investment Advisors, LLC 0.74% Reduce -7.3% 2,739 $1.4M
TLWM 0.29% Add +1.0% 2,736 $1.4M
Bison Wealth, LLC 0.13% Add +490.7% 3,296 $1.4M
Oak Hill Wealth Advisors, LLC 0.33% Add +4.0% 2,727 $1.4M
Prudent Man Advisors, LLC 0.52% Add +1.6% 2,727 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +8.3% 3,644 $1.4M
Riverpark Capital Management LLC 2.61% Reduce -2.5% 2,717 $1.4M
AXS Investments LLC 0.39% Add +8.3% 2,717 $1.4M
Faithward Advisors, LLC 0.25% Reduce -4.3% 2,709 $1.4M
Atlanta Consulting Group Advisors, LLC 0.41% Add +0.9% 2,707 $1.4M
Stiles Financial Services Inc 0.54% Reduce -20.8% 2,697 $1.4M
Tobam 0.60% Add +15.3% 2,695 $1.4M
Waterfront Wealth Inc. 0.34% Add +22.7% 2,689 $1.4M
Modus Advisors, LLC 0.46% Add +35.1% 2,689 $1.4M
Certuity, LLC 0.15% Reduce -5.0% 2,685 $1.4M
Hillsdale Investment Management Inc. 0.07% Add +260.8% 2,684 $1.4M
Main Street Financial Solutions, LLC 0.12% Add +62.4% 2,676 $1.4M
BSW Wealth Partners 0.21% Add +7.5% 2,673 $1.4M
Bradyco, Inc. 1.06% No change 2,673 $1.4M
Bank of Stockton 0.45% Reduce -2.2% 2,671 $1.4M
Keystone Financial Group 0.14% Add +3.9% 2,747 $1.4M
Tiemann Investment Advisors, LLC 0.63% Reduce -6.7% 2,669 $1.4M
Everett Harris & Co. 0.02% Reduce -0.3% 2,653 $1.4M
Clarendon Private LLC 1.47% Add +2.5% 2,650 $1.4M
Integrated Investment Consultants, LLC 0.28% Add +64.7% 2,644 $1.4M
Trek Financial, LLC 0.10% Add +222.8% 2,644 $1.4M
Caldwell Investment Management Ltd. 1.02% No change 2,690 $1.4M
ERn Financial, LLC 0.22% Reduce -6.4% 2,632 $1.4M
Garrison Point Advisors, LLC 0.67% Reduce -0.6% 2,621 $1.4M
Cadence Bank 0.10% Add +0.5% 2,616 $1.4M
LPWM LLC 0.44% Add +201.2% 2,608 $1.4M
Atlas Capital Advisors Inc. 0.17% No change 2,608 $1.4M
Ninety One North America, Inc. 0.09% Reduce -13.8% 2,604 $1.4M
Debussy Capital Management LP 0.22% Add +4.8% 2,603 $1.4M
St. Johns Investment Management Company, LLC 0.67% Add +2.4% 2,601 $1.4M
Zuckerman Investment Group, LLC 0.15% Reduce -0.2% 2,595 $1.4M
Verition Fund Management LLC 0.01% Reduce -81.6% 2,594 $1.4M
Fairtree Asset Management (Pty) Ltd 1.09% Reduce -1.6% 2,593 $1.4M
Beacon Financial Group 0.15% Reduce -9.3% 2,591 $1.4M
Baldwin Investment Management, LLC 0.16% Reduce -4.3% 2,589 $1.4M
Gitterman Wealth Management, LLC 0.36% Add +0.2% 2,585 $1.4M
Greykasell Wealth Strategies, Inc. 0.72% No change 2,583 $1.4M
Meadow Creek Wealth Advisors LLC 1.01% Reduce -6.7% 2,580 $1.4M
Arbor Capital Management Inc. 1.31% Add +4.0% 2,582 $1.3M
Riverbend Wealth Management, LLC 1.21% Add +9.5% 2,573 $1.3M
Intellectus Partners, LLC 0.33% Add +13.3% 2,566 $1.3M
LaSalle St. Investment Advisors, LLC 0.32% Add +15.9% 2,560 $1.3M
Childress Capital Advisors, LLC 0.39% Reduce -7.7% 2,560 $1.3M
Cary Street Partners Investment Advisory LLC 0.77% Reduce -3.6% 2,555 $1.3M
Prairie Wealth Advisors, Inc. 0.66% Reduce -18.6% 2,548 $1.3M
Financial Security Advisor, Inc. 0.34% Add +9.5% 2,541 $1.3M
Altman Advisors, Inc. 0.61% Add +4.2% 3,232 $1.3M
CFO4Life Group, LLC 0.22% Add +0.2% 2,533 $1.3M
2UniFi Bank 0.86% Add +2.7% 2,785 $1.3M
Wilson & Boucher Capital Management, LLC 0.98% Reduce -5.8% 2,524 $1.3M
Highview Capital Management LLC 0.55% Reduce -29.7% 2,523 $1.3M
Moseley Investment Management Inc. 0.52% Reduce -0.4% 2,523 $1.3M
Angeles Wealth Management, LLC 0.11% Reduce -4.7% 2,522 $1.3M
Sompo Asset Management Co., Ltd. 0.25% Add +1.6% 2,520 $1.3M
Texas Yale Capital Corp. 0.05% Add +17.6% 2,517 $1.3M
Transform Wealth, LLC 0.08% Reduce -74.6% 2,512 $1.3M
Prentice Wealth Management LLC 0.38% Reduce -0.8% 2,508 $1.3M
Adirondack Trust Co. 0.51% Reduce -2.2% 2,500 $1.3M
Permanens Capital L.P. 0.24% Add +68.0% 2,493 $1.3M
Fairscale Capital, LLC 1.18% Add +0.4% 2,492 $1.3M
California First Leasing Corp. 0.58% No change 2,489 $1.3M
CYBER HORNET ETFs LLC 1.33% Add +0.1% 2,485 $1.3M
Colonial River Investments, LLC 0.72% Reduce -10.0% 2,483 $1.3M
Cornerstone Advisory, LLC 0.15% Add +3.1% 3,296 $1.3M
CenterBook Partners LP 0.08% Reduce -84.7% 2,480 $1.3M
Semus Wealth Partners LLC 0.90% Add +2.2% 2,476 $1.3M
SeaCrest Wealth Management, LLC 0.15% Reduce -23.4% 2,470 $1.3M
Gibbs Wealth Management 0.31% Add +17.5% 2,469 $1.3M
CVA Family Office, LLC 0.20% Add +1.6% 2,462 $1.3M
Summit Financial Wealth Advisors, LLC 0.26% No change 2,461 $1.3M
1776 Wealth LLC 0.59% Add +4.3% 2,455 $1.3M
Avidian Wealth Enterprises, LLC 0.06% Add +1.6% 2,449 $1.3M
Corundum Group, Inc. 0.61% Reduce -26.7% 2,447 $1.3M
Texas Bank & Trust Co 0.54% Reduce -6.2% 2,442 $1.3M
Essex Bank 0.31% Reduce -4.7% 2,441 $1.3M
Abundance Wealth Counselors 0.27% Add +15.6% 2,440 $1.3M
Bremer Bank National Association 0.23% Add +11.5% 2,430 $1.3M
Northstar Advisory Group, LLC 0.83% New 2,430 $1.3M
Up Strategic Wealth Investment Advisors LLC 1.13% Add +9.7% 2,418 $1.3M
MRP Capital Investments, LLC 1.18% Reduce -22.4% 2,413 $1.3M
Trust Co of the South 0.26% Add +1.3% 2,413 $1.3M
Evermay Wealth Management LLC 0.17% Add +1.2% 2,413 $1.3M
Topsail Wealth Management, LLC 0.26% Add +103.8% 2,405 $1.3M
MCF Advisors LLC 0.09% Reduce -6.8% 2,403 $1.3M
Altfest L J & Co. Inc. 0.16% Reduce -18.1% 2,403 $1.3M
Alta Wealth Advisors LLC 0.58% Reduce -13.3% 2,401 $1.3M
Sound Income Strategies, LLC 0.07% Add +15.9% 2,399 $1.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -37.5% 2,398 $1.3M
Richardson Financial Services Inc. 0.95% Reduce -0.4% 2,395 $1.3M
Sand Hill Global Advisors, LLC 0.05% Reduce -11.9% 2,393 $1.3M
Olde Wealth Management, LLC 0.44% Reduce -9.6% 2,394 $1.3M
American Money Management, LLC 0.24% Reduce -0.8% 2,389 $1.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -14.2% 2,911 $1.2M
Fairfield Financial Advisors, LTD 0.47% Reduce -38.8% 2,372 $1.2M
Precedent Wealth Partners, LLC 0.34% Add +31.8% 2,370 $1.2M
Crews Bank & Trust 0.21% Add +0.2% 2,363 $1.2M
GenTrust, LLC 0.06% Reduce -0.6% 2,362 $1.2M
Cim Investment Management Inc. 0.28% Reduce -11.5% 2,361 $1.2M
Cornerstone Wealth Advisors, Inc. 0.34% No change 2,360 $1.2M
Gratus Wealth Advisors, LLC 0.20% No change 2,352 $1.2M
Lokken Investment Group LLC 0.52% Add +1.6% 2,347 $1.2M
Opinicus Capital, Inc. 1.08% Add +10.4% 2,340 $1.2M
Triad Wealth Partners, LLC 0.38% Reduce -1.4% 2,334 $1.2M
Three Seasons Wealth, LLC 0.61% Add +1.8% 2,334 $1.2M
Abacus Planning Group, Inc. 0.21% Reduce -4.7% 2,333 $1.2M
Gardner Lewis Asset Management L P 0.29% Add +47.9% 2,330 $1.2M
Nicolet Bankshares Inc. 0.24% Reduce -7.4% 2,326 $1.2M
South Plains Financial, Inc. 0.95% Reduce -21.2% 2,319 $1.2M
Pines Wealth Management, LLC 0.56% Add +25.6% 2,184 $1.2M
Berkeley Capital Partners, LLC 0.33% Add +8.1% 2,306 $1.2M
Enterprise Financial Services Corp 0.71% Reduce -10.2% 2,301 $1.2M
Rf&l Wealth Management, LLC 0.86% New 2,300 $1.2M
Natural Investments, LLC 0.34% Reduce -5.0% 2,299 $1.2M
Florida Financial Advisors, LLC 0.47% Reduce -10.8% 2,295 $1.2M
Ausdal Financial Partners, Inc. 0.09% Add +30.8% 2,297 $1.2M
CoreFirst Bank & Trust 0.77% No change 2,293 $1.2M
DGS Capital Management, LLC 0.32% Add +2.7% 2,287 $1.2M
AlphaQuest LLC 0.13% Add +237.9% 2,284 $1.2M
Copperwynd Financial, LLC 0.33% Add +6.5% 2,270 $1.2M
Resolute Wealth Strategies, LLC 0.66% Add +28.3% 2,270 $1.2M
Cerro Pacific Wealth Advisors LLC 0.38% Add +1.4% 2,334 $1.2M
Cardiff Park Advisors, LLC 0.11% Reduce -2.6% 2,249 $1.2M
SC&H Financial Advisors, Inc. 0.23% Reduce -1.4% 2,244 $1.2M
Pinnacle Bancorp, Inc. 0.38% Reduce -0.3% 2,241 $1.2M
MFG Wealth Management, Inc. 1.12% New 2,237 $1.2M
Ifrah Financial Services, Inc. 0.34% Reduce -9.3% 2,236 $1.2M
Capital Advisory Group Advisory Services, LLC 0.45% Reduce -44.9% 2,234 $1.2M
Wealth Management Partners, LLC 0.54% Reduce -19.6% 2,234 $1.2M
DB Fitzpatrick & Co, Inc 1.11% Add +34.3% 2,227 $1.2M
Advyzon Investment Management, LLC 0.41% Add +13.3% 2,226 $1.2M
Financial Management Professionals, Inc. 0.15% Add +0.8% 2,224 $1.2M
Avalon Trust Co 0.09% Reduce -19.3% 2,224 $1.2M
Smith, Moore & Co. 0.11% Add +2.8% 2,222 $1.2M
Pennsylvania Capital Management Inc. 0.43% Add +3.7% 2,219 $1.2M
Advisor Resource Council 0.09% New 2,327 $1.2M
Ethos Financial Group, LLC 0.11% Add +0.8% 2,291 $1.2M
Mattern Wealth Management LLC 0.26% Reduce -1.0% 2,213 $1.2M
Centiva Capital, LP 0.07% Add +82.5% 2,212 $1.2M
Richard W. Paul & Associates, LLC 0.45% Reduce -0.3% 2,211 $1.2M
Verity & Verity, LLC 0.10% Add +7.7% 2,209 $1.2M
Kozak & Associates, Inc. 0.29% Reduce -1.9% 1,969 $1.2M
West Michigan Advisors, LLC 0.38% Reduce -26.8% 2,205 $1.2M
Intact Investment Management Inc. 0.04% Add +120.0% 2,200 $1.2M
Weinberger Asset Management, Inc 0.49% Reduce -1.0% 2,197 $1.2M
Catalyst Capital Advisors LLC 0.02% Reduce -5.2% 2,196 $1.2M
AGH Wealth Advisors, LLC 1.10% Add +0.4% 2,185 $1.1M
Roehl & Yi Investment Advisors, LLC 0.62% Reduce -4.1% 2,185 $1.1M
Taylor Hoffman Capital Management LLC 0.42% No change 2,184 $1.1M
McGlone Suttner Wealth Management, Inc. 0.19% Add +58.6% 2,181 $1.1M
Sovereign Financial Group, Inc. 0.26% Add +4.7% 2,180 $1.1M
Seaview Investment Managers LLC 0.28% Reduce -87.7% 2,179 $1.1M
Covenant Partners, LLC 0.37% No change 2,178 $1.1M
McLean Asset Management Corp 0.38% Reduce -3.8% 2,060 $1.1M
Wallace Advisory Group, LLC 0.79% Reduce -18.4% 2,252 $1.1M
Ames National Corp. 0.76% No change 2,174 $1.1M
Unique Wealth Strategies, LLC 0.52% Reduce -0.2% 2,172 $1.1M
Castle Wealth Management LLC 0.44% Add +3.4% 2,163 $1.1M
United Community Bank 0.42% Add +4.2% 2,163 $1.1M
Astoria Portfolio Advisors LLC. 0.39% Reduce -26.9% 2,641 $1.1M
Fullerton Fund Management Co Ltd. 0.07% Reduce -77.0% 2,156 $1.1M
Creekmur Asset Management LLC 0.24% Add +187.4% 2,153 $1.1M
Members Wealth LLC 0.85% Reduce -5.4% 2,149 $1.1M
Cable Hill Partners, LLC 0.11% Add +29.6% 2,736 $1.1M
Amica Retiree Medical Trust 1.71% Reduce -19.3% 2,143 $1.1M
Forte Capital LLC 0.13% Add +3.8% 2,139 $1.1M
Uncommon Cents Investing LLC 0.33% Reduce -7.6% 2,135 $1.1M
MBL Wealth, LLC 0.11% Reduce -6.3% 2,132 $1.1M
EPG Wealth Management LLC 0.31% Add +353.4% 2,131 $1.1M
Arlington Trust Co LLC 0.24% Reduce -8.3% 2,129 $1.1M
HCR Wealth Advisors 0.14% Reduce -2.9% 2,123 $1.1M
Cambridge Advisors Inc. 0.24% No change 2,122 $1.1M
Wallace Capital Management Inc. 0.14% No change 2,119 $1.1M
KFG Wealth Management, LLC 0.20% Add +4.0% 2,117 $1.1M
Fullcircle Wealth LLC 0.46% Reduce -10.6% 2,639 $1.1M
Beck Mack & Oliver LLC 0.02% Reduce -0.2% 2,116 $1.1M
Echo Wealth Management, LLC 0.75% New 2,112 $1.1M
Cladis Investment Advisory, LLC 0.80% No change 2,101 $1.1M
Patrick M Sweeney & Associates, Inc. 0.82% No change 2,100 $1.1M
Numerai GP LLC 0.21% New 2,097 $1.1M
Core Wealth Partners LLC 0.64% Add +61.5% 2,093 $1.1M
Tompkins Financial Corp. 0.10% Reduce -0.1% 2,093 $1.1M
Godshalk Welsh Capital Management, Inc. 0.72% No change 2,090 $1.1M
Medallion Wealth Advisors, LLC 0.50% Add +31.1% 2,085 $1.1M
Sunburst Financial Group, LLC 0.27% Add +2.9% 2,081 $1.1M
Midland Wealth Advisors, LLC 0.06% Reduce -17.3% 2,080 $1.1M
FLC Capital Advisors 0.24% Reduce -3.8% 2,073 $1.1M
LRI Investments, LLC 0.10% Add +0.6% 18,748 $1.1M
Diamant Asset Management, Inc. 0.82% Add +13.7% 2,070 $1.1M
Heritage Wealth Management, Inc. 0.37% Reduce -12.3% 2,067 $1.1M
Richard P Slaughter Associates Inc 0.25% New 2,062 $1.1M
Aspire Private Capital, LLC 0.27% Add +6.1% 2,061 $1.1M
Patron Partners, LLC 0.58% Add +3.9% 2,060 $1.1M
Yoffe Investment Management, LLC 1.58% No change 2,056 $1.1M
Versant Capital Management, Inc 0.18% Add +48.9% 2,049 $1.1M
Peachtree Investment Partners, LLC 0.42% Reduce -2.0% 2,047 $1.1M
Carolinas Wealth Consulting LLC 0.23% Reduce -1.4% 2,046 $1.1M
3Chopt Investment Partners, LLC 0.28% New 2,044 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.31% Add +10.5% 2,042 $1.1M
Arthur M. Cohen & Associates, LLC 0.21% Reduce -23.8% 2,041 $1.1M
Peak Asset Management, LLC 0.20% Add +0.2% 2,041 $1.1M
Semmax Financial Advisors Inc. 0.29% Reduce -1.5% 2,808 $1.1M
Camden National Bank 0.16% Reduce -10.5% 2,037 $1.1M
Scientech Research LLC 0.28% Reduce -26.3% 2,034 $1.1M
Benchmark Investment Advisors LLC 0.69% Reduce -37.1% 2,032 $1.1M
White Lighthouse Investment Management Inc. 0.19% Reduce -19.4% 2,029 $1.1M
Regent Peak Wealth Advisors LLC 0.25% Reduce -10.6% 2,028 $1.1M
Legato Capital Management LLC 0.14% No change 2,021 $1.1M
Semanteon Capital Management, LP 0.57% Reduce -17.6% 2,020 $1.1M
Intrua Financial, LLC 0.17% Reduce -21.7% 2,017 $1.1M
Huntleigh Advisors, Inc. 0.18% Reduce -0.8% 2,016 $1.1M
Cassia Capital Partners, LLC 0.65% Add +7.8% 2,001 $1.0M
Enhancing Capital LLC 0.84% No change 2,000 $1.0M
Epiq Partners, LLC 0.58% No change 2,000 $1.0M
Lumbard & Kellner, LLC 0.46% No change 2,000 $1.0M
Landing Point Financial Group, LLC 0.79% Reduce -1.6% 1,993 $1.0M
Chickasaw Capital Management LLC 0.04% Add +2.6% 1,993 $1.0M
Armstrong Advisory Group, Inc. 0.08% No change 2,060 $1.0M
Postrock Partners LLC 0.51% Reduce -2.9% 1,985 $1.0M
Bfsg, LLC 0.13% Reduce -72.3% 1,984 $1.0M
Inceptionr LLC 0.31% New 1,981 $1.0M
Richards, Merrill & Peterson, Inc. 0.54% Add +1.8% 1,979 $1.0M
Parkside Investments, LLC 0.15% Add +33.9% 1,978 $1.0M
WealthTrust Axiom LLC 0.31% No change 1,959 $1.0M
Twelve Points Wealth Management LLC 0.28% Add +18.3% 1,958 $1.0M
Franklin Street Advisors Inc. 0.07% Reduce -8.0% 1,953 $1.0M
New Republic Capital, LLC 0.44% Add +2.7% 1,951 $1.0M
Sovran Advisors, LLC 0.13% Reduce -11.3% 2,243 $1.0M
Independent Solutions Wealth Management, LLC 0.23% Reduce -5.1% 1,944 $1.0M
Sunbelt Securities, Inc. 0.09% Reduce -13.8% 1,944 $1.0M
FSB Premier Wealth Management, Inc. 0.40% Add +5.8% 1,935 $1.0M
Keb Asset Management, LLC 0.29% New 1,934 $1.0M
Twin Peaks Wealth Advisors, LLC 0.46% Reduce -1.4% 1,735 $1.0M
GEN Financial Management, INC. 0.69% Reduce -1.0% 1,931 $1.0M
Dark Forest Capital Management LP 0.05% Add +1.6% 1,925 $1.0M
Fort Point Capital Partners LLC 0.11% Add +8.5% 1,921 $1.0M
Cumberland Partners Ltd 0.08% Reduce -94.5% 1,920 $1.0M
Prosperity Financial Group, Inc. 0.50% Add +0.6% 1,920 $1.0M
Wealthstream Advisors, Inc. 0.19% Reduce -1.0% 1,919 $1.0M
Atlas Legacy Advisors, LLC 0.25% Reduce -11.7% 1,903 $997K
Mosaic Family Wealth Partners, LLC 0.14% Add +3.4% 1,903 $996K
KG Capital Management 0.32% Reduce -7.7% 1,902 $996K
Maxele Advisors, LLC 0.96% Reduce -0.6% 1,893 $991K
Cordgrass Capital Advisors, LLC 0.28% Reduce -7.8% 1,892 $991K
Cornerstone Wealth Management, LLC 0.07% Add +3.0% 1,889 $989K
North Ridge Wealth Advisors, Inc. 0.66% Reduce -5.6% 1,883 $986K
Howard Bailey Securities, LLC 0.33% Add +35.8% 1,875 $982K
United Advisor Group, LLC 0.20% Reduce -11.1% 1,873 $981K
Clarus Group, Inc. 0.38% Reduce -9.8% 1,861 $975K
Fjell Capital, LLC 0.99% Add +9.8% 1,860 $974K
Apella Capital, LLC 0.03% Add +44.1% 1,682 $973K
Lederer & Associates Investment Counsel 0.71% Add +0.4% 1,857 $973K
Smart Portfolios, LLC 1.06% No change 1,857 $973K
Ameriflex Group, Inc. 0.40% Add +143.9% 1,846 $967K
Profit Investment Management, LLC 0.89% Reduce -6.8% 1,840 $964K
CoreCap Advisors, LLC 0.04% Reduce -48.2% 1,839 $963K
Asset Planning,Inc 0.76% Reduce -12.1% 1,839 $963K
AA Financial Advisors, LLC 0.23% Reduce -1.9% 1,838 $963K
Asset Advisors Investment Management, LLC 0.10% Reduce -1.3% 1,838 $963K
Founders Capital Management, LLC 0.18% No change 1,835 $961K
Aviso Wealth Management 0.51% Add +37.9% 1,831 $959K
Convergence Investment Partners, LLC 0.27% Reduce -14.9% 1,831 $959K
MWA Asset Management 0.66% Reduce -52.0% 1,829 $958K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,829 $958K
Kelman-Lazarov, Inc. 0.17% Reduce -1.9% 1,829 $958K
HMV Wealth Advisors, LLC 0.76% Reduce -1.6% 1,827 $957K
Samalin Investment Counsel, LLC 0.39% Add +6.4% 1,820 $953K
Alpha Family Trust 0.56% No change 1,820 $953K
Sierra Capital LLC 0.11% Reduce -60.3% 1,819 $953K
Elyxium Wealth, LLC 0.42% Add +236.2% 1,819 $953K
First American Trust, FSB 0.09% Reduce -4.5% 1,814 $950K
Crux Wealth Advisors 0.49% Reduce -6.8% 1,810 $948K
Total Clarity Wealth Management, Inc. 0.31% No change 1,867 $944K
My Personal CFO, LLC 0.48% Reduce -1.1% 1,801 $943K
Capital Management Associates 1.84% Reduce -47.9% 1,800 $943K
Johnson & White Wealth Management, LLC 0.53% Add +1.5% 1,798 $942K
WealthBridge Capital Management, LLC 0.27% Reduce -8.6% 1,797 $941K
Brady Martz Wealth Solutions, LLC 0.21% Reduce -0.4% 1,792 $938K
MJP Associates Inc. 0.17% Reduce -22.9% 1,792 $938K
Atlas Private Wealth Advisors 0.13% Add +6.6% 1,791 $938K
FRG Family Wealth Advisors LLC 0.18% No change 1,787 $936K
Capital Advisors, Ltd. LLC 0.12% Reduce -2.4% 1,778 $931K
Saturna Capital Corp. 0.01% No change 1,776 $930K
Investment Partners, LTD. 0.39% Reduce -34.1% 1,776 $930K
Asset Management Group, Inc. 0.17% Add +0.3% 1,773 $929K
Synergy Investment Management, LLC 0.39% No change 1,771 $928K
Foundation Wealth Management, LLC\PA 0.44% Add +6.9% 1,765 $925K
First Financial Bank - Trust Division 0.09% Reduce -26.0% 1,764 $924K
Wolff Wiese Magana LLC 0.63% Add +315.3% 1,761 $922K
49 Wealth Management, LLC 0.11% Add +40.5% 1,760 $922K
Webster Bank, N. A. 0.10% Reduce -11.4% 1,756 $920K
Presidio Capital Management, LLC 0.38% Reduce -0.5% 1,755 $919K
Catalina Capital Group, LLC 0.61% Reduce -56.5% 1,755 $919K
Broadwater Capital Management LLC 0.72% No change 1,754 $919K
Valtinson Bruner Financial Planning LLC 0.31% Add +1.4% 1,752 $917K
North Star Investment Management Corp. 0.07% Reduce -5.1% 1,751 $917K
Novem Group 0.13% Add +3.4% 1,747 $915K
Campion Asset Management 0.71% Reduce -3.9% 1,747 $915K
Sunflower Bank, N.A. 0.26% Add +0.2% 1,746 $914K
Aspen Wealth Strategies, LLC 0.60% Reduce -1.7% 1,745 $914K
GPS Wealth Strategies Group, LLC 0.12% Reduce -9.5% 1,744 $914K
Clear Creek Financial Management, LLC 0.09% Add +9.7% 1,737 $910K
Park National Corp. 0.03% Reduce -12.6% 1,737 $910K
Tudor Financial Inc. 0.54% Reduce -2.8% 1,728 $905K
Invera Wealth Advisors, LLC 0.58% Reduce -39.2% 1,726 $904K
Crawford Investment Counsel Inc. 0.02% Reduce -17.7% 1,721 $902K
Bingham Private Wealth, LLC 0.93% Reduce -3.3% 1,720 $901K
Graves Light Lenhart Wealth, Inc. 0.11% Add +2.9% 1,720 $901K
Thrive Wealth Management, LLC 0.17% Reduce -4.4% 1,719 $900K
Soundwatch Capital LLC 0.41% Reduce -10.6% 1,718 $900K
Founders Financial Alliance, LLC 0.22% Add +79.6% 1,717 $899K
MV Capital Management, Inc. 0.10% Add +2.7% 1,717 $899K
Paladin Advisory Group, LLC 0.72% No change 1,710 $896K
Morey & Quinn Wealth Partners, LLC 0.74% Add +4.2% 1,701 $891K
Phoenix Wealth Advisors 0.39% Add +3.0% 1,701 $891K
Davies Financial Advisors, Inc. 0.76% Reduce -0.8% 1,700 $891K
Impact Partnership Wealth, LLC 0.19% New 1,695 $888K
Gould Asset Management LLC 0.18% No change 1,693 $887K
Seven Mile Advisory 0.59% Add +7.0% 1,693 $887K
Agate Pass Investment Management, LLC 0.38% Add +3.7% 1,690 $885K
Wealth Group Ltd 0.26% Reduce -5.6% 1,678 $879K
Second Half Financial Partners, LLC 0.44% Reduce -6.8% 1,677 $878K
Peoples Bank 0.60% No change 1,677 $878K
Buttonwood Financial Advisors Inc. 0.38% Reduce -1.7% 1,666 $873K
Proathlete Wealth Management LLC 0.32% No change 1,662 $872K
Marotta Asset Management 0.17% No change 1,492 $872K
Rogco, LP 0.35% Reduce -25.2% 1,664 $872K
Kellett Wealth Advisors, LLC 0.60% Add +0.8% 1,663 $871K
Clean Yield Group 0.28% Reduce -9.7% 1,656 $867K
Arcus Capital Partners, LLC 0.35% Add +20.5% 1,655 $867K
Floyd Financial Group LLC 0.78% Add +0.3% 1,655 $867K
Kanawha Capital Management LLC 0.07% Add +18.1% 1,655 $867K
Heron Bay Capital Management 0.18% Reduce -0.4% 1,653 $866K
Capital Market Strategies LLC 0.58% Reduce -12.5% 1,649 $864K
Golden State Wealth Management, LLC 0.13% Reduce -3.9% 1,647 $863K
Arvest Bank Trust Division 0.05% Add +10.3% 1,647 $863K
Proffitt & Goodson Inc. 0.14% Add +0.7% 1,646 $862K
Summit Wealth Group, LLC 0.25% Add +0.4% 1,645 $862K
Droms Strauss Advisors Inc. /Mo/ 0.30% No change 1,645 $862K
Inspire Advisors, LLC 0.10% Reduce -1.7% 1,642 $860K
Sfmg, LLC 0.07% Reduce -12.3% 1,641 $859K
Northwest Bancshares, Inc. 0.16% Reduce -1.7% 1,640 $859K
1ST Source Bank 0.05% Reduce -3.3% 1,635 $856K
BCS Wealth Management 0.22% Add +42.6% 1,623 $850K
Corundum Trust Company, INC 2.45% Add +1.0% 1,620 $848K
Claris Advisors, LLC / Mo / 0.32% Add +2.4% 1,620 $848K
Raleigh Capital Management Inc. 0.38% Reduce -15.3% 1,620 $848K
EdgeRock Capital LLC 0.60% Reduce -10.0% 1,615 $846K
Iams Wealth Management, LLC 0.39% Reduce -26.7% 1,614 $845K
Baldwin Wealth Partners LLC 0.06% Reduce -2.4% 1,614 $845K
Gilbert & Cook, Inc. 0.12% Add +2.6% 1,605 $841K
Hamilton Point Investment Advisors, LLC 0.15% Reduce -8.2% 1,604 $840K
Seeds Investor LLC 0.24% Reduce -13.4% 1,602 $839K
RiverGlades Family Offices LLC 0.60% No change 1,600 $838K
Texas Capital Bancshares Inc 0.36% Reduce -3.9% 1,600 $838K
First Financial Corp. 0.40% Reduce -20.1% 1,599 $837K
Calydon Capital 0.16% Reduce -1.9% 1,593 $835K
Callan Capital, LLC 0.06% Reduce -10.1% 1,592 $834K
Axis Wealth Partners, LLC 0.62% Reduce -1.2% 1,589 $832K
True North Advisors, LLC 0.15% Reduce -9.7% 1,589 $832K
Hohimer Wealth Management, LLC 0.16% Reduce -82.9% 1,586 $831K
Cyr Financial Inc. 0.74% Add +4.7% 1,586 $831K
Chapin Davis, Inc. 0.28% Reduce -2.0% 1,584 $830K
Syntegra Private Wealth Group, LLC 0.10% Reduce -42.0% 1,584 $830K
GW Henssler & Associates Ltd. 0.05% Add +1.1% 1,584 $830K
Alteri Wealth LLC 0.36% Add +35.6% 1,582 $829K
Thompson Siegel & Walmsley LLC 0.01% Reduce -34.9% 1,578 $826K
West Paces Advisors Inc. 0.19% Add +0.8% 1,576 $825K
IVC Wealth Advisors LLC 0.44% Reduce -4.2% 1,566 $820K
Lavaca Capital LLC 0.37% Reduce -3.4% 1,565 $820K
Invenio Wealth Partners LLC 0.34% Reduce -11.0% 1,564 $819K
Mitchell Sinkler & Starr 0.23% Reduce -0.3% 1,562 $818K
Croban 0.75% New 1,562 $818K
Cape Investment Advisory, Inc. 0.32% Reduce -4.7% 1,556 $815K
Symphony Financial, Ltd. Co. 0.48% Reduce -61.1% 1,824 $814K
Spirit of America Management Corp. 0.16% Reduce -20.5% 1,550 $812K
Operose Advisors LLC 0.27% Reduce -1.5% 1,549 $811K
Challenger Wealth Management 0.64% Reduce -11.3% 1,549 $811K
Detalus Advisors, LLC 0.25% Reduce -9.5% 1,540 $807K
Pandora Wealth, Inc. 0.53% — 1,539 $806K
LVW Advisors, LLC 0.10% Reduce -25.4% 1,537 $805K
BridgePort Financial Solutions, LLC 0.36% No change 1,536 $805K
BG Investment Services, LLC 0.87% Reduce -3.4% 1,534 $803K
DT Investment Partners, LLC 0.08% Reduce -2.3% 1,533 $803K
Bank Hapoalim BM 0.12% Reduce -12.2% 1,531 $802K
City State Bank 0.26% Reduce -2.5% 1,529 $801K
Intellus Advisors LLC 0.14% Reduce -6.1% 1,528 $800K
First National Bank Sioux Falls 0.32% Reduce -6.2% 1,525 $799K
RFP Financial Group LLC 0.32% Reduce -1.4% 1,525 $799K
Regal Investment Advisors LLC 0.06% Reduce -32.6% 1,525 $798K
Cypress Capital, LLC 0.23% Reduce -8.3% 1,524 $798K
Sather Financial Group Inc 0.05% Add +6.7% 1,522 $797K
Veltria Advisors Corp. 0.52% Reduce -33.3% 1,519 $796K
Brandywine Oak Private Wealth LLC 0.08% Reduce -21.7% 1,517 $794K
CLG LLC 0.28% Add +1.9% 1,513 $793K
Bordeaux Wealth Advisors LLC 0.15% Reduce -8.2% 1,512 $792K
Verum Partners LLC 0.21% Reduce -3.7% 1,512 $792K
Quantum Financial Advisors, LLC 0.12% Reduce -0.7% 1,511 $792K
44 Wealth Management LLC 0.30% Add +15.4% 1,510 $791K
Drucker Wealth 3.0, LLC 0.17% Reduce -27.8% 1,505 $788K
Legacy Edge Advisors, LLC 0.12% Reduce -21.6% 1,502 $787K
EHP Funds Inc. 0.88% Reduce -6.3% 1,500 $786K
Blalock Williams, LLC 0.88% Reduce -7.0% 1,499 $785K
Farmers Trust Co. 0.15% Reduce -0.6% 1,495 $783K
Buska Wealth Management, LLC 0.25% Add +1.6% 1,494 $782K
Gladius Capital Management LP 0.77% Reduce -65.3% 1,493 $782K
Five Oceans Advisors 0.37% Add +0.2% 1,492 $781K
Summit Wealth Partners, LLC 0.16% Reduce -11.5% 1,490 $780K
Baron Wealth Management LLC 0.34% Reduce -19.5% 1,486 $778K
Summa Corp. 0.45% Add +2.4% 1,485 $778K
First Affirmative Financial Network 0.48% Reduce -7.4% 1,484 $777K
Fermata Advisors, LLC 0.14% Add +9.0% 1,483 $777K
Ssi Investment Management LLC 0.31% No change 1,480 $775K
J.Safra Asset Management Corp 0.06% Reduce -21.9% 1,476 $773K
Lifeworks Advisors, LLC 0.13% Reduce -0.6% 1,476 $773K
Aprio Wealth Management, LLC 0.10% Add +10.0% 1,471 $770K
Adero Partners, LLC 0.05% Add +21.3% 1,470 $770K
Pointe Capital Management LLC 0.45% Reduce -6.7% 1,467 $768K
Paragon Private Wealth Management, LLC 0.36% Add +28.8% 1,466 $768K
Gerber, LLC 0.64% No change 1,463 $766K
Heck Capital Advisors, LLC 0.09% Add +45.9% 1,463 $766K
Victory Financial Group, LLC 0.15% Add +64.8% 1,391 $765K
First Bank & Trust 0.15% Add +5.5% 1,459 $764K
Jackson, Grant Investment Advisers, Inc. 0.29% Add +0.3% 1,454 $762K
Mystic Asset Management, Inc. 0.20% Add +24.3% 1,450 $759K
Womack Financial LLC 0.69% Reduce -6.5% 1,449 $759K
General Partner, Inc. 0.49% No change 1,446 $757K
Permanent Capital Management, LP 0.22% No change 1,442 $755K
Knuff & Co LLC 0.25% Add +967.4% 1,441 $755K
Antonelli Financial Advisors, LLC 0.61% Reduce -3.4% 1,440 $754K
Jacobsen Capital Management 0.33% Reduce -6.3% 1,440 $754K
Bank of Hawaii 0.04% Add +34.9% 1,437 $753K
KRS Capital Management, LLC 0.60% Reduce -2.8% 1,437 $752K
One Plus One Wealth Management, LLC 0.41% Add +10.7% 1,434 $751K
Root Financial Partners, LLC 0.08% Reduce -12.8% 1,430 $749K
Thomasville National Bank 0.05% Add +7.4% 1,429 $748K
Falcon Wealth Planning 0.08% New 1,428 $748K
Summit Financial Strategies, Inc. 0.07% Add +3.8% 1,417 $742K
HF Advisory Group, LLC 0.32% Add +11.6% 1,410 $738K
Measured Wealth Private Client Group, LLC 0.24% Reduce -31.4% 1,406 $736K
Ashton Thomas Securities, LLC 0.20% Reduce -44.2% 1,416 $736K
Cypress Wealth Services, LLC 0.15% Reduce -8.0% 1,403 $735K
Trust Co 0.09% Add +106.0% 1,403 $735K
Versor Investments LP 0.12% New 1,402 $734K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.34% New 1,400 $733K
SGL Investment Advisors, Inc. 0.38% Add +7.5% 1,900 $733K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +136.2% 1,396 $731K
American State Bank (Iowa) 0.44% Add +0.7% 1,391 $729K
Full Sail Capital, LLC 0.05% Reduce -13.9% 1,388 $727K
Fourpath Capital Management, LLC 0.13% Reduce -10.8% 1,379 $722K
PARUS FINANCE (UK) Ltd 0.25% Add +97.0% 1,377 $721K
Advus Financial Partners, LLC 0.20% Reduce -8.8% 1,375 $720K
State of Wyoming 0.10% Reduce -38.7% 1,374 $720K
Dogwood Wealth Management LLC 0.38% Add +13.1% 1,374 $720K
Brown, Lisle/Cummings, Inc. 0.21% Add +1.5% 1,372 $719K
Whalen Wealth Management Inc. 0.48% Reduce -0.1% 1,371 $718K
Murphy & Mullick Capital Management Corp 0.69% Reduce -2.6% 1,370 $717K
Lewis Asset Management, LLC 0.59% Add +3.8% 1,368 $717K
Steph & Co. 0.26% Reduce -6.2% 1,368 $716K
Global Trust Asset Management, LLC 0.44% Reduce -18.3% 1,368 $716K
Rosenberg Matthew Hamilton 0.18% Add +3.5% 1,366 $716K
Sanders Morris Harris LLC 0.11% No change 1,367 $715K
PrairieView Partners, LLC 0.07% No change 1,367 $715K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% Reduce -9.9% 1,365 $715K
CPC Advisors, LLC 0.10% Reduce -30.3% 1,365 $715K
Strategic Family Wealth Counselors, L.L.C. 0.23% Add +1.9% 1,364 $715K
Cahaba Wealth Management, Inc. 0.06% Reduce -0.1% 1,363 $714K
Copley Financial Group, Inc. 0.54% Add +0.7% 1,358 $711K
Washington Capital Management, Inc. 0.57% No change 1,355 $710K
Birinyi Associates Inc. 0.23% No change 1,350 $707K
Grassi Investment Management 0.07% Add +72.0% 1,350 $707K
Jamison Private Wealth Management, Inc. 0.11% Reduce -1.7% 1,348 $706K
Kavar Capital Partners Group, LLC 0.12% Reduce -1.3% 1,346 $705K
Grant Private Wealth Management Inc 0.76% Add +1.1% 1,345 $704K
Resurgent Financial Advisors LLC 0.42% Add +3.1% 1,345 $704K
Security National Bank of So Dak 0.40% Add +25.4% 1,343 $703K
JB Capital LLC 0.04% Add +11.7% 1,337 $700K
Lebenthal Global Advisors, LLC 0.13% New 1,336 $700K
ODonnell Financial Services, LLC 0.29% Add +0.9% 1,328 $696K
LS Investment Advisors, LLC 0.11% Reduce -20.9% 1,325 $694K
Eagle Wealth Strategies LLC 0.42% Reduce -21.2% 1,317 $690K
Titleist Asset Management, LLC 0.08% Reduce -36.8% 1,313 $687K
Aspetuck Financial Management LLC 0.59% Reduce -0.4% 1,309 $686K
Allium Financial Advisors, LLC 0.62% — 1,307 $685K
Klingman & Associates, LLC 0.04% Reduce -30.5% 1,306 $684K
Wealth Management Associates, Inc. 0.29% Reduce -6.7% 1,302 $682K
Members Trust Co 0.02% Add +14.2% 1,302 $682K
Granite Harbor Advisors, Inc. 0.36% Add +16.4% 1,302 $682K
VeraBank, N.A. 0.19% Add +0.5% 1,297 $679K
Lakeshore Capital Group, Inc. 0.65% Add +2.4% 1,295 $678K
Monument Capital Management 0.21% Reduce -27.6% 1,294 $678K
Farringdon Capital, Ltd. 0.34% Reduce -62.8% 1,293 $677K
Plante Moran Financial Advisors, LLC 0.06% Reduce -39.3% 1,293 $677K
First Western Trust Bank 0.03% Reduce -1.0% 1,287 $674K
BCK Partners, Inc. 0.42% No change 1,285 $673K
Center for Financial Planning, Inc. 0.09% Add +13.4% 1,283 $672K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -0.8% 1,282 $671K
Crescent Grove Advisors, LLC 0.07% Add +2.4% 1,281 $671K
Penobscot Wealth Management 0.28% Add +0.9% 1,281 $671K
Wealth Group, Ltd. 0.43% Reduce -0.3% 1,282 $671K
Copperleaf Capital, LLC 0.40% Reduce -39.4% 1,281 $671K
Black Diamond Financial, LLC 0.10% Add +0.6% 1,280 $670K
Altiora Financial Group, LLC 0.14% Reduce -0.8% 1,278 $669K
Baker Tilly Wealth Management, LLC 0.26% Add +5.4% 1,276 $668K
Bedel Financial Consulting, Inc. 0.10% Add +58.8% 1,691 $667K
Grange Capital, LLC 0.78% Reduce -9.3% 1,274 $667K
TFB Advisors LLC 0.19% Add +2.7% 1,272 $666K
Gables Capital Management Inc. 0.33% Add +12.4% 1,271 $666K
ORG Partners LLC 0.17% Reduce -45.3% 1,170 $665K
DDFG, Inc 0.18% No change 1,268 $664K
Prairiewood Capital, LLC 0.27% No change 1,266 $663K
Disciplined Investors, L.L.C. 0.60% Add +0.2% 1,265 $663K
Wellspring Financial Advisors, LLC 0.07% Reduce -2.4% 1,264 $661K
Vista Investment Partners LLC 0.20% Add +54.7% 1,262 $661K
Empirical Asset Management, LLC 0.23% Reduce -94.2% 1,260 $660K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +7.0% 1,258 $659K
SOA Wealth Advisors, LLC. 0.14% Reduce -0.9% 1,258 $659K
WASHINGTON TRUST Co 0.03% Reduce -0.5% 1,257 $658K
Kelleher Financial Advisors 0.26% Reduce -62.2% 1,254 $657K
Gateway Wealth Partners, LLC 0.15% Add +8.2% 1,253 $656K
Latitude Advisors, LLC 0.38% Reduce -18.6% 1,251 $655K
Congress Park Capital LLC 0.25% Add +15.2% 1,250 $655K
LeClair Wealth Partners LLC 0.47% Reduce -53.0% 1,246 $653K
Tyler-Stone Wealth Management 0.12% Reduce -8.7% 1,246 $652K
Benin Management CORP 0.19% Add +75.3% 1,245 $652K
Bard Financial Services, Inc. 0.08% Reduce -38.1% 1,245 $652K
Clifford Group, LLC 0.61% Reduce -15.9% 1,244 $652K
Mindset Wealth Management, LLC 0.25% Reduce -18.6% 1,243 $651K
Monterey Private Wealth, Inc. 0.19% Add +0.3% 1,237 $648K
Auxano Advisors, LLC 0.17% Add +0.7% 1,237 $648K
Navellier & Associates Inc. 0.09% Add +0.3% 1,593 $645K
Charter Oak Capital Management, LLC 0.06% Reduce -12.3% 1,229 $643K
Goldstein Advisors, LLC 0.09% Add +1.1% 1,229 $643K
Midwest Financial Group LLC 0.37% Add +0.3% 1,227 $643K
Ullmann Wealth Partners Group, LLC 0.09% Reduce -13.4% 1,225 $642K
Hoxton Planning & Management, LLC 0.24% Reduce -13.5% 1,218 $638K
New Century Financial Group, LLC 0.74% Reduce -9.0% 1,215 $636K
NavPoint Financial, Inc. 0.45% No change 1,215 $636K
Coign Capital Advisors LLC 0.49% Reduce -12.9% 1,213 $635K
Valley National Advisers Inc. 0.11% Add +7.8% 1,215 $635K
PCG Asset Management, LLC 0.59% Add +4.9% 1,211 $634K
Salomon & Ludwin, LLC 0.07% No change 1,211 $634K
Novak & Powell Financial Services, Inc. 0.39% Reduce -7.5% 1,203 $630K
Wealthspire Retirement, LLC 0.05% Reduce -4.2% 1,202 $630K
Leo Wealth, LLC 0.09% Reduce -7.3% 1,202 $630K
Twin City Private Wealth, LLC 0.55% Reduce -7.0% 1,202 $630K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -98.9% 1,201 $629K
Parcion Private Wealth LLC 0.05% Add +3.2% 1,199 $628K
Severin Investments, LLC 0.63% Reduce -33.4% 1,195 $626K
Code Waechter LLC 0.51% Reduce -5.1% 1,189 $623K
Elevated Capital Advisors, LLC 0.17% Add +3.0% 1,186 $621K
Winthrop Advisory Group LLC 0.07% Reduce -8.8% 1,186 $621K
Whipplewood Advisors, LLC 0.37% Reduce -9.2% 1,122 $621K
Atlas Brown,Inc. 0.22% Reduce -5.4% 1,184 $620K
Centerpoint Advisors, LLC 0.23% Reduce -14.7% 1,184 $620K
First City Capital Management, Inc. 0.37% Add +4.6% 1,183 $620K
LongView Wealth Management 0.19% Reduce -0.3% 1,181 $618K
Carson Advisory Inc. 0.42% No change 1,178 $617K
Persium Advisors, LLC 0.58% Add +19.5% 1,178 $617K
Armbruster Capital Management, Inc. 0.12% Reduce -0.3% 1,175 $615K
Laurion Capital Management LP 0.05% New 1,175 $615K
Fortitude Advisory Group L.L.C. 0.44% Reduce -30.6% 1,051 $615K
TBH Global Asset Management, LLC 0.12% Add +1.6% 1,174 $615K
Fi3 FINANCIAL ADVISORS, LLC 0.25% Add +41.5% 1,173 $614K
Arcataur Capital Management LLC 0.21% Reduce -6.4% 1,172 $614K
Canal Capital Management, LLC 0.10% Reduce -91.4% 1,169 $612K
Traphagen Investment Advisors LLC 0.06% Reduce -0.3% 1,168 $612K
White Knight Strategic Wealth Advisors, LLC 0.56% Reduce -59.1% 1,168 $612K
360 Financial, Inc. 0.22% Add +7.3% 1,167 $611K
Curbstone Financial Management Corp 0.13% No change 1,164 $610K
Lyell Wealth Management, LP 0.06% Reduce -65.6% 1,161 $608K
Waldron Private Wealth LLC 0.03% Reduce -90.4% 1,159 $607K
First Command Advisory Services, Inc. 0.01% Add +5.1% 1,157 $606K
Hemington Wealth Management 0.09% Add +2.5% 1,154 $604K
Aire Advisors, LLC 0.13% Reduce -31.9% 1,153 $604K
WMG Financial Advisors, LLC 0.26% Reduce -0.3% 1,152 $603K
Broadway Wealth Solutions, Inc. 0.44% Add +2.1% 1,151 $603K
Dillon & Associates Inc. 0.09% Reduce -1.5% 1,150 $603K
Foster Group, Inc. 0.02% Reduce -0.9% 1,150 $602K
Tandem Investment Partners LLC 0.59% Reduce -0.1% 1,147 $601K
Bouchey Financial Group, Ltd. 0.05% Reduce -14.8% 1,144 $599K
Realta Investment Advisors 0.27% Reduce -5.6% 1,141 $598K
Good Steward Wealth Advisors,LLC 0.54% — 1,141 $598K
Compass Capital Corp. /Ma/ 0.31% Add +22.4% 1,285 $597K
Quadrant Private Wealth Management, LLC 0.15% Reduce -7.5% 1,140 $597K
Revisor Wealth Management LLC 0.26% New 1,137 $595K
Valley Wealth Managers, Inc. 0.05% Reduce -0.8% 1,136 $595K
Ballast Advisors LLC 0.19% Add +2.8% 1,135 $594K
Baker Boyer National Bank 0.22% Reduce -4.2% 1,133 $593K
Planning Center, Inc. 0.07% No change 1,131 $592K
Iron Horse Wealth Management, LLC 0.19% Reduce -0.5% 1,131 $592K
Waters Parkerson & Co., LLC 0.03% Reduce -8.2% 1,126 $590K
First Heartland Consultants, Inc. 0.06% Reduce -9.2% 1,126 $590K
Omnia Family Wealth, LLC 0.25% Add +29.8% 1,125 $589K
Earned Wealth Advisors, LLC 0.13% New 1,119 $586K
Paradigm, Strategies in Wealth Management, LLC 0.39% Add +0.2% 1,118 $586K
Aspen Grove Capital, LLC 0.11% Reduce -9.0% 1,112 $582K
Capital A Wealth Management, LLC 0.61% Add +0.5% 1,111 $582K
Drake & Associates, LLC 0.16% Add +22.5% 1,110 $581K
North Forty Two & Co. 0.64% Reduce -4.3% 1,109 $581K
Maripau Wealth Management LLC 0.33% Add +28.7% 1,108 $580K
Benedict Financial Advisors Inc. 0.13% Add +4.0% 1,108 $580K
FWG Holdings, LLC 0.28% Reduce -3.5% 1,414 $579K
Lockerman Financial Group, Inc. 0.87% Reduce -3.2% 1,102 $577K
Orion Investment Co 0.24% No change 1,100 $576K
George Kaiser Family Foundation 0.08% Add +135.6% 1,100 $576K
Prescott Group Capital Management, L.L.C. 0.08% Add +135.6% 1,100 $576K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -46.6% 1,100 $576K
RMR Wealth Builders 0.06% Reduce -72.8% 1,097 $574K
One Wealth Capital Management, LLC 0.31% Reduce -5.1% 1,096 $574K
Successful Portfolios LLC 0.39% Add +0.9% 1,095 $574K
Oxinas Partners, LLC 0.34% No change 1,095 $574K
Tempus Wealth Planning, LLC 0.17% Add +9.0% 1,093 $573K
Discipline Wealth Solutions, LLC 0.27% No change 1,092 $572K
Cornerstone Capital, Inc. 0.06% No change 1,092 $572K
HFR Wealth Management, LLC 0.14% Reduce -4.4% 1,090 $571K
Heritage Wealth Management, Inc. 0.49% Reduce -0.6% 1,089 $570K
Pathway Financial Advisors LLC 0.10% No change 1,087 $569K
New Covenant Trust Company, N.A. 0.60% Reduce -4.7% 1,101 $568K
Oxford Financial Group, LTD. LLC 0.04% Add +6.9% 1,084 $568K
Hengehold Capital Management LLC 0.05% Reduce -1.8% 1,083 $567K
Deseret Mutual Benefit Administrators 0.28% Add +5.3% 1,083 $567K
waypoint wealth counsel 0.36% Add +21.4% 1,082 $567K
Navalign, LLC 0.16% No change 1,081 $566K
Palisades Hudson Asset Management, L.P. 0.26% No change 1,078 $565K
Genesee Capital Advisors, LLC 0.28% Reduce -1.2% 1,078 $565K
Impact Investors, Inc 0.44% Reduce -1.1% 1,077 $564K
Amplius Wealth Advisors, LLC 0.06% Reduce -1.6% 1,075 $563K
Mendel Capital Management LLC 0.34% Add +5.9% 1,075 $563K
Atala Financial Inc 0.41% No change 1,072 $561K
Rappaport Reiches Capital Management, LLC 0.14% Reduce -1.7% 1,072 $561K
Heritage Financial Services, LLC 0.06% Reduce -11.3% 1,071 $561K
Evolution Wealth Advisors, LLC 0.09% Add +159.3% 1,071 $561K
Guardian Wealth Advisors, LLC 0.36% Reduce -5.3% 1,070 $560K
Holistic Financial Partners 0.27% Add +3.2% 1,068 $559K
Visionary Wealth Advisors 0.03% Reduce -7.5% 1,068 $559K
Osborne Partners Capital Management, LLC 0.03% Add +2.5% 1,066 $558K
Veracity Capital LLC 0.22% Reduce -15.3% 1,066 $558K
Neo Ivy Capital Management 0.18% New 1,064 $557K
Tuttle Capital Management, LLC 2.44% Add +68.5% 1,060 $555K
Darden Wealth Group Inc 0.43% No change 1,054 $552K
Traveka Wealth, LLC 0.31% Add +4.2% 1,050 $550K
Hickory Asset Management, Inc. 0.49% Reduce -5.0% 1,050 $550K
Diligent Investors, LLC 0.13% Add +1.4% 1,050 $550K
High Net Worth Advisory Group LLC 0.15% No change 1,048 $549K
Forefront Wealth Partners, LLC 0.37% Reduce -5.9% 1,048 $549K
Prostatis Group LLC 0.17% Reduce -6.5% 1,047 $548K
Sims Investment Management, LLC 0.24% Add +1.4% 1,046 $548K
Sage Rhino Capital LLC 0.13% Reduce -2.7% 1,042 $546K
Private Wealth Partners, LLC 0.05% Reduce -35.5% 1,038 $544K
Alhambra Investment Management LLC 0.28% Reduce -0.8% 1,036 $543K
Aspire Growth Partners LLC 0.48% Add +32.6% 1,387 $542K
Davis Capital Management 0.43% Reduce -5.4% 1,035 $542K
Councilor Wealth, LLC 0.27% Add +19.0% 1,034 $542K
Tandem Wealth Advisors LLC 0.28% Add +17.5% 1,034 $542K
McElhenny Sheffield Capital Management, LLC 0.20% No change 1,033 $541K
Renaissance Group LLC 0.02% Reduce -24.1% 1,032 $540K
Tillman Hartley LLC 0.16% Reduce -8.0% 1,030 $539K
Capula Management Ltd 0.00% Add +27.2% 1,030 $539K
Chicago Capital, LLC 0.02% Add +3.4% 1,027 $538K
Perritt Capital Management Inc 0.30% Reduce -1.9% 1,026 $538K
SWP Financial LLC 0.33% No change 1,026 $537K
Werba Rubin Papier Wealth Management 0.12% Reduce -1.1% 1,021 $535K
Kraft, Davis & Associates, LLC 0.17% Reduce -1.6% 1,256 $535K
JGP Wealth Management, LLC 0.07% Add +12.0% 1,020 $534K
Benchmark Financial Wealth Advisors, LLC 0.20% Reduce -10.2% 1,017 $533K
Fogel Capital Management, Inc. 0.29% Add +0.8% 1,017 $533K
Park Edge Advisors, LLC 0.15% Add +21.8% 1,016 $532K
Jeppson Wealth Management, LLC 0.19% Reduce -33.6% 1,013 $531K
Wealth Forward, LLC 0.38% No change 1,012 $530K
Breed's Hill Capital LLC 0.29% Add +3.2% 1,010 $529K
Waddell & Associates, LLC 0.06% Reduce -0.1% 1,007 $528K
McAdam, LLC 0.03% Add +2.8% 1,007 $528K
AllSquare Wealth Management LLC 0.31% Reduce -33.6% 1,007 $527K
Strategies Wealth Advisors, LLC 0.06% New 1,006 $527K
Matauro, LLC 0.11% Add +1.0% 1,004 $526K
Smith Anglin Financial, LLC 0.06% Reduce -6.9% 1,003 $525K
AtlasMark Financial, Inc 0.49% No change 1,000 $524K
Corient IA LP 0.37% — 1,000 $524K
Papamarkou Wellner Asset Management inc. 0.36% Reduce -78.5% 1,000 $524K
Codex Capital Asset Management L.L.C. 0.25% No change 1,000 $524K
Aletheian Wealth Advisors LLC 0.29% Add +9.4% 999 $523K
Garden State Investment Advisory Services LLC 0.17% Reduce -5.4% 995 $523K
Commonwealth Financial Services, LLC 0.11% Reduce -0.8% 996 $522K
W.H. Cornerstone Investments Inc. 0.36% Reduce -16.7% 995 $521K
Koss-Olinger Consulting, LLC 0.04% New 995 $521K
Dimension Capital Management LLC 0.09% Reduce -2.1% 990 $519K
Fortress Financial Group, LLC 0.52% Add +0.2% 989 $518K
Gentry Private Wealth, LLC 0.43% New 988 $517K
Pin Oak Investment Advisors Inc. 0.39% Add +159.6% 1,002 $517K
JGP Global Gestao de Recursos Ltda. 0.40% Reduce -28.5% 987 $517K
Palmer Knight Co 0.25% No change 985 $516K
Security Financial Services, INC. 0.10% Add +9.7% 984 $515K
Good Life Advisors, LLC 0.04% Add +5.9% 983 $515K
Fiduciary Financial Group, LLC 0.11% Reduce -21.4% 866 $515K
Custos Family Office, LLC 0.18% Add +50.8% 983 $515K
Sustainable Insight Capital Management, LLC 0.26% Add +44.0% 981 $514K
Ridgecrest Wealth Partners, LLC 0.27% Reduce -6.8% 981 $514K
Allegheny Financial Group 0.13% Reduce -3.1% 978 $512K
Aldebaran Financial Inc. 0.63% No change 978 $512K
Ascent Capital Management, LLC 0.52% Add +0.4% 978 $512K
Global Financial Private Client, LLC 0.20% Add +1.4% 977 $512K
Stillwater Capital Advisors, LLC 0.07% Reduce -97.2% 975 $511K
Intrepid Financial Planning Group LLC 0.24% Reduce -1.9% 974 $510K
Atom Investors LP 0.06% No change 970 $508K
Stonebridge Financial Planning Group, LLC 0.23% Reduce -18.6% 969 $508K
Monograph Wealth Advisors, LLC 0.07% Reduce -17.8% 967 $507K
Insight Advisors, LLC/ PA 0.09% Reduce -16.1% 966 $506K
Tower Wealth Partners, Inc. 0.27% Reduce -12.1% 966 $506K
Ignite Planners, LLC 0.10% Reduce -6.1% 1,261 $505K
Ewa, LLC 0.19% Reduce -14.1% 964 $505K
Watts Gwilliam & Co., LLC 0.11% Add +8.2% 964 $505K
Cache Advisors, LLC 0.19% No change 962 $504K
Dagco, Inc. 0.16% Add +1.2% 960 $503K
Bruce G. Allen Investments, LLC 0.40% Reduce -3.8% 956 $501K
Sutton Place Investors LLC 0.34% Add +1.8% 956 $501K
Washburn Capital Management, Inc. 0.33% Reduce -2.5% 955 $500K
Alpine Woods Capital Investors, LLC 0.13% Add +37.5% 954 $500K
Teza Capital Management LLC 0.23% Reduce -58.5% 952 $499K
Annis Gardner Whiting Capital Advisors, LLC 0.21% Reduce -2.7% 951 $498K
Sonata Capital Group Inc. 0.22% Reduce -36.7% 947 $496K
Leeward Financial Partners, LLC 0.19% Reduce -55.9% 946 $496K
Van Strum & Towne Inc. 0.17% No change 945 $495K
Lantz Financial LLC 0.14% Reduce -4.1% 945 $495K
TCI Wealth Advisors, Inc. 0.04% Reduce -37.8% 943 $494K
Klingenstein Fields & Co. LP 0.02% Add +1.4% 941 $493K
Birch Hill Investment Advisors LLC 0.02% Reduce -19.0% 940 $492K
Eubel Brady & Suttman Asset Management Inc. 0.07% Add +1.4% 938 $491K
Seelaus Asset Management LLC 0.48% No change 937 $491K
Fortis Capital Management LLC 0.10% Reduce -90.1% 937 $491K
Sandy Cove Advisors, LLC 0.20% Reduce -11.2% 933 $489K
Lazari Capital Management, Inc. 0.20% New 932 $488K
MFA Wealth Services 0.40% Reduce -7.9% 931 $488K
Swisher Financial Concepts, Inc. 0.40% Add +21.2% 931 $488K
STAR Financial Bank 0.36% Reduce -11.9% 931 $488K
Optivise Advisory Services LLC 0.27% Add +8.0% 930 $487K
WealthPlan Investment Management, LLC 0.05% Reduce -25.6% 930 $487K
StrongBox Wealth, LLC 0.20% Reduce -3.8% 929 $487K
Red Wave Investments LLC 0.17% No change 929 $487K
Horizon Wealth Management, LLC 0.08% Add +8.2% 928 $486K
Darwin Wealth Management, LLC 0.16% No change 959 $485K
White Pine Capital LLC 0.17% Add +12.2% 926 $485K
MSH Capital Advisors LLC 0.15% Reduce -1.8% 925 $484K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -6.0% 808 $484K
Clarity Financial LLC 0.06% Reduce -39.6% 924 $484K
Townsend Asset Management Corp. /NC/ 0.19% Reduce -32.0% 923 $484K
Kerrisdale Advisers, LLC 0.20% Reduce -50.2% 922 $483K
New England Capital Financial Advisors LLC 0.25% Add +0.1% 921 $482K
Rooted Wealth Advisors, Inc. 0.21% Add +6.3% 918 $482K
Barrett & Company, Inc. 0.21% No change 919 $481K
West Coast Financial LLC 0.05% Reduce -41.1% 919 $481K
Pasadena Private Wealth, LLC 0.09% Add +7.4% 918 $481K
KOM Wealth Management Group, LLC 0.42% Reduce -4.2% 916 $480K
Emerald Advisors, LLC 0.06% Add +20.6% 912 $478K
Wealthedge Investment Advisors, LLC 0.22% Reduce -22.2% 911 $478K
Matisse Capital 0.25% Reduce -2.0% 911 $477K
QTR Family Wealth, LLC 0.36% — 909 $476K
Planning Directions Inc. 0.20% New 909 $476K
Strata Wealth Advisors, LLC 0.15% Reduce -3.2% 908 $476K
Centennial Wealth Advisory LLC 0.17% Add +9.7% 906 $475K
Axq Capital, LP 0.19% New 906 $475K
Everpar Advisors LLC 0.25% Add +11.6% 902 $472K
Woodward Diversified Capital, LLC 0.33% Add +8.0% 900 $471K
Asset Allocation & Management Company, LLC 0.24% No change 900 $471K
Satovsky Asset Management LLC 0.10% Add +0.3% 896 $469K
Ransom Advisory, Ltd 0.23% Add +47.9% 895 $469K
Albert D Mason Inc. 0.32% No change 894 $468K
AlphaStar Capital Management, LLC 0.05% Add +2.8% 894 $468K
Innova Wealth Partners 0.29% Reduce -0.9% 892 $467K
Cascade Financial Partners, LLC 0.06% Reduce -5.9% 892 $467K
Cherry Tree Wealth Management, LLC 0.11% Add +2.4% 892 $467K
Accelerate Investment Advisors LLC 0.39% Add +10.3% 892 $467K
Walkner Condon Financial Advisors LLC 0.09% Add +4.2% 890 $466K
Values Added Financial LLC 0.26% Reduce -2.6% 889 $466K
Brucke Financial, Inc. 0.40% Add +24.7% 1,131 $465K
Onyx Bridge Wealth Group LLC 0.07% Reduce -31.6% 888 $465K
Eagle Bay Advisors LLC 0.39% Reduce -5.6% 888 $465K
Banco BTG Pactual S.A. 0.12% Add +67.8% 886 $464K
Guyasuta Investment Advisors Inc. 0.03% Reduce -85.6% 886 $464K
Syverson Strege & Co 0.15% Add +2.1% 886 $464K
Creative Financial Designs Inc. 0.04% Reduce -6.8% 886 $464K
Washington Trust Advisors, Inc. 0.04% Reduce -8.9% 885 $463K
West Wealth Group, LLC 0.14% Add +3.2% 882 $462K
Balboa Wealth Partners 0.11% Add +0.1% 880 $461K
FDx Advisors, Inc. 0.15% Reduce -10.4% 879 $460K
Stonekeep Investments, LLC 0.34% Add +3.8% 878 $460K
Essex LLC 0.10% New 877 $459K
Lesa Sroufe & Co 0.46% — 877 $459K
Riverview Trust Co 0.45% Reduce -21.9% 876 $459K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.3% 873 $457K
Lynx Investment Advisory 0.30% Reduce -0.8% 873 $457K
TOWER TRUST & INVESTMENT Co 0.37% — 1,110 $457K
Caldwell Sutter Capital, Inc. 0.22% Reduce -8.4% 871 $456K
Cohen & Steers, Inc. 0.00% Add +32.6% 870 $456K
Etesian Wealth Advisors, Inc. 0.20% Reduce -4.7% 870 $456K
Financial & Tax Architects, LLC 0.11% Reduce -0.2% 869 $455K
Lanham O'Dell & Company, Inc. 0.26% No change 869 $455K
Integral Investment Advisors, Inc. 0.15% Reduce -14.4% 869 $455K
Howland Capital Management LLC 0.02% Reduce -24.2% 867 $454K
Liberty Wealth Management LLC 0.09% Add +3.4% 865 $453K
Provenance Wealth Advisors, LLC 0.07% Reduce -67.2% 863 $452K
Caitlin John, LLC 0.44% Add +14.8% 862 $451K
Baxter Bros Inc. 0.06% Add +30.3% 860 $450K
OmniStar Financial Group, Inc. 0.35% New 858 $450K
Camelot Portfolios, LLC 0.28% New 860 $450K
GSG Advisors LLC 0.15% Add +13.7% 778 $450K
BIT Capital GmbH 0.05% Reduce -53.9% 859 $450K
University of Texas/Texas Am Investment Management Co. 0.08% Add +757.0% 857 $449K
Fairview Capital Investment Management, LLC 0.02% No change 856 $448K
Altus Wealth Group LLC 0.21% Reduce -1.8% 855 $448K
Tidemark, LLC 0.16% Add +12.3% 851 $446K
Juncture Wealth Strategies, LLC 0.17% Reduce -0.8% 850 $445K
Peak Retirement Planning, Inc. 0.25% Add +22.5% 849 $445K
Salvus Wealth Management, LLC 0.28% Add +1.6% 848 $444K
Rothschild Wealth LLC 0.12% Add +12.1% 843 $442K
Luts & Greenleigh Group, Inc. 0.44% Reduce -0.7% 843 $442K
Balentine LLC 0.02% Add +8.8% 842 $441K
Mayport, LLC 0.12% Reduce -4.7% 841 $440K
4J Wealth Management LLC 0.35% Add +21.7% 840 $440K
Cairn Investment Group, Inc. 0.25% No change 841 $440K
Ariston Services Group 0.37% Add +19.0% 839 $439K
World Equity Group, Inc. 0.13% Reduce -60.6% 816 $438K
Kaufman Rossin Wealth, LLC 0.31% New 836 $438K
PMV Capital Advisers, LLC 1.06% No change 835 $437K
Endeavor Private Wealth, Inc. 0.24% Add +306.8% 834 $437K
Qsemble Capital Management, LP 0.05% New 834 $437K
Canandaigua National Trust Co of Florida 0.38% Reduce -4.8% 833 $436K
Bernardo Wealth Planning LLC 0.10% Add +4.7% 833 $436K
BIP Wealth, LLC 0.03% Reduce -1.4% 832 $436K
Beaton Management Co. Inc. 0.23% No change 831 $435K
Rainier Family Wealth Inc. 0.51% Reduce -8.3% 829 $434K
Cheviot Value Management, LLC 0.05% No change 1,069 $433K
Peoples Bank 0.28% Reduce -19.3% 826 $433K
CapWealth Advisors, LLC 0.05% Reduce -0.8% 826 $433K
WPG Advisers, LLC 0.40% Reduce -26.0% 825 $432K
Journey Advisory Group, LLC 0.04% Reduce -91.0% 824 $431K
Exchange Capital Management, Inc. 0.07% Reduce -2.4% 823 $431K
GAMCO Investors 0.00% Reduce -71.9% 823 $431K
New Hampshire Trust 0.10% Reduce -89.5% 821 $430K
Forefront Analytics, LLC 0.49% Add +4.2% 820 $430K
Legacy Trust 0.10% Reduce -1.4% 820 $429K
Linscomb Wealth, Inc. 0.02% Add +0.9% 820 $429K
Centennial Bank 0.20% Reduce -5.8% 819 $429K
Shulman DeMeo Asset Management LLC 0.12% Add +0.5% 819 $429K
Brogan Financial, Inc. 0.21% Add +3.4% 819 $429K
Balance Wealth Partners LLC 0.28% — 818 $428K
Coastwise Capital Group, LLC 0.36% New 817 $428K
MTM Investment Management, LLC 0.17% Reduce -8.9% 816 $427K
Westbourne Investments, Inc. 0.26% Reduce -5.8% 815 $427K
Oregon Pacific Wealth Management, LLC 0.43% Reduce -3.1% 813 $426K
Braun-Bostich & Associates Inc. 0.32% Reduce -4.1% 813 $426K
Financial Council, LLC 0.23% Reduce -1.8% 812 $425K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -10.0% 811 $425K
Moment Partners, LLC 0.08% Reduce -3.0% 811 $425K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% Add +10.6% 811 $425K
BlueChip Wealth Advisors LLC 0.21% No change 810 $424K
ETF Portfolio Partners, Inc. 0.13% No change 809 $424K
Michels Family Financial, LLC 0.38% Add +2.5% 806 $422K
One Day In July LLC 0.04% Reduce -13.2% 805 $422K
Voisard Asset Management Group, Inc. 0.12% Add +0.4% 804 $421K
Fairvoy Private Wealth, LLC 0.12% Reduce -3.3% 804 $421K
PBMares Wealth Management LLC 0.08% Reduce -57.3% 801 $420K
Strengthening Families & Communities, LLC 0.26% Reduce -10.4% 799 $419K
Family Firm, Inc. 0.09% Add +0.4% 798 $418K
Ninety One SA (Pty) Ltd 0.08% Reduce -83.5% 798 $418K
Evanson Asset Management, LLC 0.03% Add +23.0% 797 $417K
Cascade Investment Group, Inc. 0.32% Reduce -11.1% 796 $417K
Heritage Wealth Partners, LLC 0.63% Reduce -55.0% 795 $416K
Sage Private Wealth Group, LLC 0.32% Add +5.9% 794 $416K
Hanson & Doremus Investment Management 0.06% Reduce -11.0% 794 $416K
Strive Asset Management, LLC 0.29% Reduce -1.3% 789 $413K
Meridian Wealth Partners, LLC 0.07% Reduce -9.8% 789 $413K
Hexagon Capital Partners LLC 0.08% Reduce -17.3% 788 $413K
Canvas Wealth Advisors, LLC 0.11% Reduce -20.9% 966 $413K
Wendell David Associates Inc. 0.04% No change 787 $412K
Knights of Columbus Asset Advisors LLC 0.03% Reduce -29.1% 786 $412K
Curated Wealth Partners LLC 0.05% Add +52.9% 786 $412K
Keyes, Stange & Wooten Wealth Management, LLC 0.23% Add +20.7% 786 $412K
Kinloch Capital, LLC 0.20% No change 783 $410K
Seamount Financial Group Inc. 0.28% Reduce -4.0% 781 $409K
Park Square Financial Group, LLC 0.32% Reduce -2.3% 777 $407K
BBR Partners, LLC 0.03% Reduce -26.3% 777 $407K
May Hill Capital, LLC 0.15% Reduce -35.7% 774 $405K
Wayfinding Financial, LLC 0.18% Add +5.3% 773 $405K
Wisconsin Wealth Advisors, LLC 0.58% Reduce -3.4% 773 $405K
Ascentis Wealth Management, LLC 0.13% Add +45.5% 771 $405K
Claris Financial LLC 0.27% No change 798 $404K
Cooper/Haims Advisors, LLC 0.22% Reduce -6.3% 768 $402K
DecisionMap Wealth Management, LLC 0.31% Reduce -1.9% 766 $401K
Bank Ozk 0.17% Add +4.6% 766 $401K
Exchange Bank 0.32% Reduce -8.7% 764 $400K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 764 $400K
JFS Wealth Advisors, LLC 0.03% Reduce -4.7% 763 $400K
West Bancorporation Inc. 0.27% Add +12.4% 763 $400K
Motive Wealth Advisors 0.21% Add +1.1% 763 $400K
Wolf Group Capital Advisors 0.13% Reduce -73.1% 763 $400K
Ring Mountain Capital, LLC 0.30% Reduce -5.7% 761 $399K
Bath Savings Trust Co 0.04% Add +7.3% 761 $399K
Narus Financial Partners, LLC 0.14% Reduce -1.3% 760 $398K
NFSG Corp 0.10% Reduce -37.9% 758 $397K
Marino, Stram & Associates LLC 0.09% Reduce -0.1% 757 $396K
Brass Tax Wealth Management, Inc. 0.08% Add +5.6% 756 $396K
Curran Financial Partners, LLC 0.10% Add +4.0% 756 $396K
First County Bank 0.22% Reduce -68.7% 754 $395K
Indiana Trust & Investment Management Co 0.14% Reduce -7.4% 754 $395K
Morling Financial Advisors, LLC 0.14% New 753 $394K
Family Manage LLC 0.07% Reduce -1.6% 753 $394K
Concentrum Wealth Management 0.15% New 751 $393K
Cherrydale Wealth Management, LLC 0.16% Reduce -9.4% 751 $393K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -0.3% 750 $393K
Verus Capital Partners, LLC 0.04% Add +0.1% 750 $393K
XY Planning Network, Inc. 0.26% Add +0.4% 749 $392K
Ipswich Investment Management Co., Inc. 0.10% Reduce -30.3% 747 $391K
Biltmore Family Office, LLC 0.07% No change 746 $391K
Crown Wealth Group, LLC 0.20% Add +10.4% 745 $390K
Arbor Investment Advisors, LLC 0.05% Add +0.9% 745 $390K
CSM Advisors, LLC 0.02% Reduce -0.7% 746 $390K
Frederick Financial Consultants, LLC 0.28% Add +39.0% 745 $390K
Cynosure Group, LLC 0.05% Add +26.8% 744 $390K
Southeast Asset Advisors, LLC 0.05% Reduce -2.2% 743 $389K
Truepoint, Inc. 0.01% Reduce -5.8% 743 $389K
Reyes Financial Architecture, Inc. 0.29% Reduce -18.4% 742 $389K
Element Wealth, LLC 0.21% No change 742 $389K
Westshore Wealth, LLC 0.16% Add +0.1% 741 $388K
Symphony Financial Services, Inc. 0.25% Reduce -3.9% 741 $388K
Boston Research & Management Inc. 0.10% No change 740 $388K
Elevatus Welath Management 0.22% Reduce -11.9% 740 $387K
Wealth Dimensions Group, Ltd. 0.09% Add +1.4% 739 $387K
Brooks, Moore & Associates, Inc. 0.22% Reduce -3.3% 737 $386K
Facet Wealth, Inc. 0.01% Reduce -38.4% 953 $386K
Tectonic Advisors LLC 0.02% Add +0.4% 735 $385K
City National Bank of Florida 0.35% Add +56.7% 735 $385K
Greatmark Investment Partners, Inc. 0.05% Add +15.8% 735 $385K
LJI Wealth Management, LLC 0.08% Add +60.5% 735 $385K
Hamilton Capital, LLC 0.02% Add +19.0% 733 $384K
Continuum Wealth Advisors, LLC 0.20% Reduce -2.0% 731 $383K
BlueSky Wealth Advisors, LLC 0.06% No change 728 $381K
Rise Advisors, LLC 0.17% Add +14.1% 728 $381K
Kintra Wealth, LLC 0.26% Reduce -26.6% 727 $381K
Napatree Capital LLC 0.21% Add +15.4% 726 $380K
Octavia Wealth Advisors, LLC 0.05% Add +6.5% 726 $380K
Greenwood Gearhart LLC 0.03% Reduce -59.4% 725 $379K
Y.D. More Investments Ltd 0.03% Reduce -43.5% 742 $379K
Lafayette Investments, Inc. 0.08% Add +13.9% 723 $379K
Lansing Street Advisors 0.13% Reduce -5.7% 722 $378K
Philadelphia Trust Co. 0.03% No change 720 $377K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Reduce -6.5% 719 $377K
Red Lighthouse Investment Management, LLC 0.15% Reduce -0.1% 761 $376K
First United Bank & Trust 0.14% Reduce -0.3% 718 $376K
Old Port Advisors 0.11% Reduce -26.9% 718 $376K
Centerpoint Advisory Group 0.37% Reduce -20.9% 716 $375K
Towerpoint Wealth, LLC 0.19% Reduce -15.6% 713 $373K
Millstone Evans Group, LLC 0.25% No change 712 $373K
Fortem Financial Group, LLC 0.14% Reduce -13.3% 709 $371K
AJ Advisors, LLC 0.19% Add +7.3% 708 $371K
Tobias Financial Advisors, Inc. 0.07% Add +9.8% 708 $371K
Regatta Capital Group, LLC 0.07% Reduce -7.5% 707 $370K
Lion Street Advisors, LLC 0.12% Reduce -2.1% 707 $370K
Horan Capital Advisors, LLC. 0.12% Add +2.3% 707 $370K
180 Wealth Advisors, LLC 0.06% Reduce -7.2% 707 $370K
Jackson Thornton Wealth Management, LLC 0.05% Add +60.4% 813 $369K
Compass Ion Advisors, LLC 0.04% Add +16.2% 704 $369K
Byrne Asset Management LLC 0.32% New 703 $368K
Harfst & Associates, Inc. 0.08% Reduce -13.3% 701 $367K
Northwest Wealth Management, LLC 0.07% Add +18.4% 700 $367K
Barnes Pettey Financial Advisors, LLC 0.29% No change 700 $367K
Bayesian Capital Management, LP 0.06% Reduce -87.7% 700 $367K
Fort Sheridan Advisors LLC 0.06% Add +18.5% 699 $366K
International Private Wealth Advisors LLC 0.35% Reduce -3.3% 698 $366K
Wetzel Investment Advisors, Inc. 0.18% Add +1.2% 697 $365K
Capstone Financial Advisors, Inc. 0.02% Add +3.0% 697 $365K
Consilio Wealth Advisors, LLC 0.15% Reduce -26.7% 697 $365K
LWM Advisory Services, LLC 0.25% Reduce -7.3% 697 $365K
Trilogy Capital Inc. 0.02% Reduce -14.3% 695 $364K
Waterway Wealth Management, LLC 0.15% Add +10.0% 694 $364K
Bangor Savings Bank 0.03% Reduce -13.7% 694 $364K
Milestone Asset Management, LLC 0.08% Add +3.6% 692 $363K
PUREfi Wealth, LLC 0.36% Reduce -30.6% 692 $363K
Purkiss Capital Advisors LLC 0.27% Reduce -1.6% 692 $362K
RTD Financial Advisors, Inc. 0.05% Reduce -5.0% 692 $362K
Obsidian Cio, LLC 0.06% Add +40.2% 691 $362K
Virginia Wealth Management Group, Inc. 0.22% Reduce -62.4% 691 $362K
Birchcreek Wealth Management, LLC 0.23% Add +0.1% 688 $360K
KDT Advisors, LLC 0.53% Add +9.9% 687 $360K
Seldon Capital LP 0.23% No change 687 $360K
Banque Transatlantique SA 0.01% Reduce -72.5% 686 $359K
Sharp Wealth Advisory, LLC 0.27% Reduce -22.6% 685 $359K
One Charles Private Wealth Services, LLC 0.12% Add +10.7% 684 $358K
CWS Financial Advisors, LLC 0.11% No change 684 $358K
American Financial Advisors, LLC 0.05% Reduce -3.5% 682 $357K
Elm3 Financial Group, LLC 0.31% Reduce -14.6% 681 $357K
Kaydan Wealth Management, Inc. 0.11% Reduce -2.4% 680 $356K
Shilanski & Associates, Inc. 0.11% Reduce -1.3% 678 $355K
Winch Advisory Services, LLC 0.09% Add +1.2% 676 $354K
Mustard Seed Financial, LLC 0.28% No change 675 $354K
Olistico Wealth, LLC 0.22% Add +16.4% 674 $353K
Abel Hall, LLC 0.21% Reduce -20.9% 673 $353K
Strait & Sound Wealth Management LLC 0.16% Reduce -51.3% 673 $353K
Ritter Daniher Financial Advisory LLC / DE 0.10% Reduce -8.6% 673 $352K
Williams & Novak, LLC 0.34% No change 672 $352K
Lathrop Investment Management Co. 0.07% Add +16.1% 670 $351K
Leisure Capital Management 0.14% Reduce -10.1% 669 $350K
Bill Few Associates, Inc. 0.13% Reduce -13.0% 669 $350K
Winslow Capital Management, LLC 0.00% Reduce -33.8% 668 $350K
MBE Wealth Management, LLC 0.17% New 668 $350K
J Hagan Capital, Inc. 0.28% — 691 $350K
Panoramic Capital Partners, LLC 0.36% Reduce -53.3% 632 $350K
bLong Financial, LLC 0.31% No change 667 $349K
Peak Planning Group, LLC 0.15% Add +7.8% 666 $349K
Stewardship Advisors, LLC 0.09% Add +4.1% 663 $347K
Vista Capital Partners, Inc. 0.04% Reduce -10.0% 663 $347K
Aufman Associates Inc 0.24% Add +0.1% 663 $347K
Lakeshore Financial Planning, Inc. 0.14% No change 660 $346K
Disciplined Equity Management, Inc. 0.24% No change 660 $346K
TradeWell Securities, LLC. 0.19% Add +0.5% 659 $345K
Sax Wealth Advisors, LLC 0.02% Reduce -4.5% 659 $345K
Affinity Capital Advisors, LLC 0.07% Add +17.4% 575 $345K
Castle Rock Wealth Management, LLC 0.09% Reduce -7.8% 657 $345K
Capital Advisors Wealth Management, LLC 0.06% Add +10.8% 658 $345K
Hazlett, Burt & Watson, Inc. 0.15% Reduce -4.8% 659 $344K
Willis Johnson & Associates, Inc. 0.03% Add +10.6% 656 $344K
TCFG Wealth Management, LLC 0.17% Reduce -0.5% 656 $344K
Walker Asset Management, LLC 0.21% Add +4.5% 654 $342K
Landaas & Co. /Wi 0.09% No change 653 $342K
Argent Advisors, Inc. 0.11% Reduce -70.9% 652 $341K
Endowment Wealth Management, Inc. 0.22% Add +5.0% 650 $341K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Add +30.0% 650 $340K
Union Savings Bank 0.17% No change 647 $339K
NDVR, Inc. 0.35% Reduce -5.1% 646 $338K
LeConte Wealth Management, LLC 0.22% — 645 $338K
Carl P. Sherr & Co., LLC 0.18% New 645 $338K
4WEALTH Advisors, Inc. 0.37% Add +2.1% 644 $337K
Hall Capital Management Co. Inc. 0.16% Reduce -86.1% 644 $337K
Avaii Wealth Management, LLC 0.18% Reduce -4.7% 644 $337K
Flaharty Asset Management, LLC 0.05% Reduce -3.7% 643 $337K
Stephenson & Company, Inc. 0.22% Add +1.6% 641 $336K
Mascoma Wealth Management LLC 0.08% No change 639 $335K
Westmount Partners, LLC 0.10% Reduce -8.2% 639 $334K
Worth Asset Management, LLC 0.18% Reduce -26.9% 638 $334K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -16.0% 637 $334K
Consolidated Portfolio Review Corp 0.05% Reduce -48.9% 636 $333K
Sittner & Nelson, LLC 0.14% Add +1.6% 636 $333K
Watershed Private Wealth LLC 0.13% Reduce -42.6% 636 $333K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -22.4% 636 $333K
NTV Asset Management LLC 0.04% Add +43.6% 636 $333K
Truvestments Capital LLC 0.07% Add +6.9% 636 $333K
Wooster Corthell Wealth Management, Inc. 0.07% New 635 $333K
Range Financial Group LLC 0.15% Add +12.6% 634 $332K
Rakuten Securities, Inc. 0.17% Add +16.8% 633 $332K
Indie Asset Partners, LLC 0.29% Reduce -6.5% 633 $331K
Mission Creek Capital Partners, Inc. 0.08% Reduce -79.3% 631 $331K
Rainey & Randall Wealth Advisors Inc. 0.06% New 628 $329K
Northstar Group, Inc. 0.06% Add +5.4% 628 $329K
Seed Wealth Management, Inc. 0.27% No change 627 $328K
MQS Management LLC 0.19% New 627 $328K
Acorn Financial Advisory Services Inc. 0.06% Reduce -16.3% 626 $328K
Alley Investment Management Company, LLC 0.04% Reduce -96.0% 625 $328K
Dentgroup LLC 0.25% Reduce -6.0% 625 $327K
CJM Wealth Advisers, Ltd. 0.12% No change 624 $327K
Probity Advisors, Inc. 0.06% Reduce -26.4% 624 $327K
Charles Schwab Trust Co 0.03% Reduce -19.2% 623 $326K
M3 Advisory Group, LLC 0.26% Reduce -17.7% 623 $326K
Hopwood Financial Services, Inc. 0.25% Add +5.6% 622 $326K
Crumly & Associates Inc. 0.09% No change 622 $326K
Covenant Asset Management, LLC 0.08% Reduce -92.0% 619 $324K
Fortis Capital Advisors, LLC 0.07% Add +59.1% 619 $324K
Signet Financial Management, LLC 0.04% Reduce -1.3% 619 $324K
VestGen Investment Management 0.24% Reduce -9.4% 618 $324K
Frazier Financial Advisors, LLC 0.25% Add +1.1% 617 $323K
Balefire, LLC 0.11% Add +28.3% 617 $323K
LBMC Investment Advisors, LLC 0.03% No change 612 $321K
Yeomans Consulting Group, Inc. 0.12% Reduce -3.0% 611 $320K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -92.8% 611 $320K
Zhang Financial LLC 0.02% Reduce -2.2% 611 $320K
Newton One Investments LLC 0.11% Reduce -0.2% 610 $319K
Kohmann Bosshard Financial Services, LLC 0.04% No change 608 $318K
Global Strategic Investment Solutions, LLC 0.04% Reduce -12.3% 607 $318K
NWF Advisory Services Inc. 0.04% Reduce -13.8% 607 $318K
Integris Wealth Management, LLC 0.09% Reduce -7.2% 607 $318K
WBH Advisory Inc. 0.03% No change 606 $317K
Helium Advisors LLC 0.23% No change 605 $317K
Oakwell Private Wealth Management, LLC 0.09% Add +12.9% 605 $317K
Coerente Capital Management 0.06% No change 605 $317K
Montz Harcus Wealth Management LLC 0.17% New 605 $317K
Wbi Investments, LLC 0.08% New 604 $316K
Sterling Group Wealth Management, LLC 0.17% No change 604 $316K
Roman Butler Fullerton & Co. 0.12% Add +0.7% 541 $316K
Warren Street Wealth Advisors, LLC 0.12% Reduce -27.6% 602 $315K
Knightsbridge Asset Management, LLC 0.08% New 601 $315K
Gemmer Asset Management LLC 0.03% Reduce -19.3% 599 $314K
Oldfather Financial Services, LLC 0.12% Reduce -2.1% 598 $313K
Baron Silver Stevens Financial Advisors, LLC 0.05% Reduce -18.6% 598 $313K
McDaniel Terry & Co. 0.03% Reduce -1.8% 597 $313K
Muirfield Wealth Advisors LLC 0.27% Reduce -19.0% 597 $313K
First Citizens Financial Corp 0.18% Add +9.0% 595 $312K
Towne Trust Company, N.A 0.11% No change 595 $312K
Center For Asset Management LLC 0.19% Reduce -2.6% 593 $311K
Element Pointe Advisors, LLC 0.08% Reduce -3.1% 593 $311K
Warwick Investment Management, Inc. 0.06% Add +4.2% 592 $310K
Retirement Planning Co of New England, Inc. 0.15% Add +9.2% 591 $310K
Mainsail Asset Management, LLC 0.21% Add +7.3% 590 $309K
Financial Insights, Inc. 0.12% New 590 $309K
Independent Family Office, LLC 0.16% Reduce -9.9% 590 $309K
Krane Funds Advisors LLC 0.01% New 588 $308K
BluePointe Capital Management, LLC 0.12% New 587 $307K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -37.8% 588 $307K
KFA Private Wealth Group, LLC 0.11% Add +31.2% 584 $306K
626 Financial, LLC 0.16% Reduce -69.8% 583 $306K
Aspen Investment Management Inc 0.14% Add +2.5% 582 $305K
Ariadne Wealth Management, LP 0.16% Add +0.5% 801 $305K
JBGlobal.com LLC 0.32% No change 582 $305K
Ballew Advisors, Inc 0.20% New 508 $304K
IMZ Advisory Inc 0.14% Reduce -12.4% 580 $304K
TFC Financial Management, Inc. 0.05% Reduce -11.6% 580 $304K
Aft, Forsyth & Company, Inc. 0.16% Reduce -15.8% 579 $303K
V2 Financial group LLC 0.20% No change 578 $303K
Client 1ST Advisory Group, LLC 0.12% No change 578 $303K
Sterling Investment Advisors, Ltd. 0.07% Add +27.7% 576 $302K
M. Kraus & Co 0.09% Reduce -0.3% 575 $301K
RFG - Bristol Wealth Advisors, LLC 0.10% Add +4.2% 575 $301K
Emergent Wealth Advisors, LLC 0.22% Reduce -19.0% 575 $301K
1858 Wealth Management, LLC 0.25% Reduce -6.1% 574 $301K
Axiom Financial Strategies, LLC 0.18% Reduce -0.2% 574 $301K
Teamwork Financial Advisors, LLC 0.04% Reduce -10.6% 571 $299K
Lifelong Wealth Advisors, Inc. 0.14% Reduce -9.3% 569 $298K
One Wealth Map LLC 0.20% Add +0.3% 700 $298K
Lionshead Wealth Management, LLC 0.31% Reduce -20.4% 568 $297K
Swan Global Investments, LLC 0.02% New 568 $297K
LVZ, Inc. 0.04% No change 568 $297K
First Financial Group Corp 0.34% Add +2.0% 567 $297K
Flywheel Private Wealth LLC 0.27% No change 567 $297K
Berkshire Money Management, Inc. 0.03% Reduce -3.4% 566 $296K
Hartmann Taylor Wealth Management, LLC 0.26% — 564 $295K
Cottonwood Capital Advisors, LLC 0.22% Reduce -11.8% 563 $295K
G2 Capital Management, LLC / Oh 0.09% Add +0.9% 562 $295K
Alesco Advisors, LLC, An ESL Co 0.01% Add +6.2% 562 $294K
Wedgewood Investors Inc. 0.35% No change 561 $294K
Future Financial Wealth Managment LLC 0.22% No change 561 $294K
Echo45 Advisors LLC 0.20% Reduce -9.4% 561 $294K
Awm Capital, LLC 0.03% Add +24.9% 561 $294K
Forza Wealth Management, LLC 0.13% No change 560 $293K
Tandem Investment Advisors, Inc. 0.01% Reduce -63.3% 559 $293K
Riversedge Advisors, LLC 0.07% New 558 $292K
Phillips Financial Management, LLC 0.02% Add +3.5% 558 $292K
Foguth Wealth Management, LLC. 0.07% Add +6.9% 557 $292K
O'Brien Greene & Co. Inc 0.10% Reduce -23.0% 557 $292K
Burke & Herbert Bank & Trust Co. 0.07% No change 556 $291K
Atwood & Palmer Inc. 0.02% Reduce -28.3% 556 $291K
Covestor Ltd 0.19% Reduce -16.4% 556 $291K
Talisman Wealth Advisors LLC 0.30% Reduce -16.4% 555 $291K
Elite Life Management LLC 0.91% Reduce -2.1% 555 $291K
Physician Wealth Advisors, Inc. 0.05% Reduce -17.7% 553 $290K
Legacy Financial Strategies, LLC 0.06% Reduce -6.0% 552 $289K
Taylor & Morgan Wealth Management, LLC 0.22% Reduce -8.9% 552 $289K
Compound Global Advisors, LLC 1.70% Reduce -72.9% 612 $288K
Magnolia Wealth Management, LLC 0.21% No change 550 $288K
Jackson Wealth Management, LLC 0.04% Reduce -18.9% 549 $288K
SFE Investment Counsel 0.06% Add +15.6% 549 $288K
Vermillion & White Wealth Management Group, LLC 0.21% Add +0.4% 549 $288K
Cypress Financial Planning LLC 0.10% Add +2.0% 548 $287K
SJS Investment Consulting Inc. 0.05% Reduce -6.8% 547 $286K
Rovin Capital /Ut/ 0.09% Add +3.8% 546 $286K
Acorns Advisers, LLC 0.00% Add +16.9% 547 $286K
Legacy Financial Group, Inc. 0.09% Reduce -2.3% 546 $286K
Parthenon LLC 0.04% No change 546 $286K
Strategic Financial Concepts, LLC 0.05% Reduce -8.1% 546 $286K
Investmark Advisory Group LLC 0.14% Add +0.2% 545 $286K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Reduce -2.0% 486 $285K
Ground Swell Capital, LLC 0.67% Reduce -11.2% 545 $285K
Laurel Wealth Planning LLC 0.19% No change 545 $285K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -2.1% 545 $285K
Clark Asset Management, LLC 0.05% Reduce -5.5% 545 $285K
Prospect Financial Group LLC 0.36% Add +11.7% 543 $284K
Birch Financial Group, LLC 0.25% Reduce -7.2% 543 $284K
Saxony Capital Management, LLC 0.25% Add +1.9% 542 $284K
Wick Capital Partners, LLC 0.08% Reduce -2.5% 541 $283K
AdviceOne Advisory Services, LLC 0.23% Reduce -4.6% 540 $283K
Genesis Private Wealth, LLC 0.15% Add +13.5% 538 $282K
Acima Private Wealth, LLC 0.10% No change 538 $282K
Eagle Strategies LLC 0.05% Add +4.3% 538 $282K
Lakewood Asset Management LLC 0.19% Reduce -5.0% 537 $281K
Wealthcare Capital Management LLC 0.03% Add +5.3% 537 $281K
Destination Wealth Management 0.01% Reduce -5.5% 537 $281K
Clarity Wealth Advisors, LLC 0.08% Reduce -3.6% 536 $281K
Nixon Peabody Trust Co. 0.02% Add +34.0% 536 $281K
YANKCOM Partnership 0.15% Reduce -75.3% 534 $280K
Fortress Private Ledger, LLC 0.16% New 533 $279K
Heritage Oak Wealth Advisors LLC 0.12% Reduce -34.0% 533 $279K
Investment Advisory Group, LLC 0.09% Add +0.8% 533 $279K
Wealth Advisory Solutions, LLC 0.07% Reduce -97.0% 532 $279K
Crew Capital Management, Ltd 0.23% No change 531 $278K
Edgemoor Investment Advisors, Inc. 0.03% No change 530 $278K
LifeSteps Financial, Inc. 0.22% No change 526 $275K
Old Mission Investment Co LLC 0.08% Add +5.0% 525 $275K
Kaizen Financial Strategies 0.16% Add +30.3% 525 $275K
Defined Financial Planning LLC 0.28% Reduce -51.3% 524 $274K
Houlihan Financial Resource Group, Ltd. 0.12% No change 524 $274K
Tsfg, LLC 0.06% Add +33.7% 520 $273K
N.E.W. Advisory Services LLC 0.02% Add +9.7% 520 $273K
Dynamic Financial Group 0.27% No change 520 $272K
Burr Financial Services, LLC 0.21% No change 520 $272K
Old Second National Bank of Aurora 0.06% Add +15.8% 519 $272K
BlackDiamond Wealth Management, LLC 0.18% Reduce -16.6% 714 $272K
Journey Beyond Wealth, LLC 0.25% Reduce -5.5% 517 $271K
Cambridge Financial Group, LLC 0.11% Reduce -4.8% 517 $271K
Pursue Wealth Partners LLC 0.16% New 515 $270K
New World Advisors LLC 0.06% Add +16.8% 515 $270K
Next Capital Management LLC 0.13% New 514 $269K
Perissos Private Wealth Management, LLC 0.24% Add +0.2% 513 $269K
Heartwood Wealth Advisors LLC 0.03% Reduce -10.7% 511 $268K
Legacies Wealth LLC 0.20% No change 510 $267K
Willow Creek Wealth Management Inc. 0.03% Add +0.2% 510 $267K
Horizon Financial Services, LLC 0.15% Add +0.2% 510 $267K
Macroview Investment Management LLC 0.25% Add +1.6% 508 $266K
Pavion Blue Capital, LLC 0.13% No change 508 $266K
Weaver Consulting Group 0.08% Add +13.1% 508 $266K
Convergence Financial, LLC 0.05% Add +2.8% 507 $265K
Taylor Financial Group, Inc. 0.18% No change 505 $264K
Xcel Wealth Management, LLC 0.08% Reduce -17.2% 505 $264K
Laffer Tengler Investments, Inc. 0.07% No change 505 $264K
Holos Integrated Wealth LLC 0.17% No change 505 $264K
Select Asset Management & Trust 0.11% No change 504 $264K
Wharton Business Group, LLC 0.01% No change 504 $264K
Meridian Financial Advisors, LLC 0.18% No change 503 $263K
Independent Wealth Network Inc. 0.11% Add +8.4% 503 $263K
Hobbs Group Advisors, LLC 0.10% Reduce -16.1% 502 $263K
Infrastructure Capital Advisors, LLC 0.04% Reduce -6.4% 501 $262K
University of Chicago 0.40% New 500 $262K
Autumn Glory Partners, LLC 0.13% No change 500 $262K
Samjo Management, LLC 0.11% No change 500 $262K
CM Wealth Advisors LLC 0.08% No change 500 $262K
Kera Capital Partners, Inc. 0.08% Reduce -12.6% 500 $262K
Peddock Capital Advisors, LLC 0.07% Reduce -4.6% 500 $262K
Harbor Advisors LLC 0.05% New 500 $262K
NJ State Employees Deferred Compensation Plan 0.03% No change 500 $262K
Columbia Asset Management 0.05% Reduce -26.2% 499 $261K
Brave Warrior Advisors 0.01% No change 499 $261K
Point72 Asia (Singapore) Pte. Ltd. 0.07% Reduce -95.1% 498 $261K
Howard Financial Services, LTD. 0.04% Add +22.1% 498 $261K
Vista Investment Partners Ii, LLC 0.14% Reduce -2.2% 497 $260K
Vision Capital Management, Inc. 0.04% Reduce -7.5% 497 $260K
TruWealth Advisors, LLC 0.02% Reduce -1.8% 497 $260K
Focused Wealth Management, Inc 0.04% Reduce -8.0% 497 $260K
Sachetta, LLC 0.11% Reduce -2.8% 496 $260K
Orgel Wealth Management, LLC 0.01% Reduce -1.2% 495 $259K
Hutchens & Kramer Investment Management Group, LLC 0.14% Reduce -3.5% 495 $259K
Brio Consultants, LLC 0.04% Add +15.7% 494 $259K
Meredith Wealth Planning 0.11% New 493 $258K
CFC Planning Co LLC 0.28% Add +0.2% 492 $258K
Eaton-Cambridge Inc. 0.11% Reduce -3.9% 492 $258K
Accel Wealth Management 0.09% Add +3.4% 492 $258K
Howard Wealth Management, LLC 0.14% No change 491 $257K
Potentia Wealth 0.12% No change 490 $257K
United Bank 0.03% Reduce -3.2% 490 $257K
Meriwether Wealth & Planning, LLC 0.17% Reduce -6.1% 490 $257K
Vigilare Wealth Management 0.10% Reduce -16.9% 490 $257K
SK Wealth Management, LLC 0.14% Add +0.3% 603 $257K
CVFG LLC 0.23% Add +6.1% 489 $256K
Baker Ellis Asset Management LLC 0.04% Reduce -21.0% 489 $256K
Apollon Financial, LLC 0.06% New 488 $256K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +1.5% 487 $255K
Pettyjohn, Wood & White, Inc. 0.05% Reduce -48.1% 486 $255K
Rossby Financial, LCC 0.11% Reduce -39.7% 608 $255K
Kitching Partners, LLC 0.29% New 485 $254K
WestHill Financial Advisors, Inc. 0.06% Add +2.5% 485 $254K
Foundry Partners, LLC 0.01% No change 485 $254K
Cannon Wealth Management Services, LLC 0.23% Reduce -5.8% 649 $254K
Lodestar Private Asset Management LLC 0.03% No change 484 $254K
Keystone Wealth Services, LLC 0.07% Reduce -2.4% 484 $254K
Kuhn & Co Investment Counsel 0.21% No change 483 $253K
jvl associates llc 0.10% Reduce -2.6% 483 $253K
LCNB Corp. 0.09% No change 483 $253K
NorthStar Asset Management LLC 0.16% Reduce -1.8% 482 $253K
Greenspring Advisors, LLC 0.06% No change 482 $252K
PSI Advisors, LLC 0.08% Reduce -13.5% 482 $252K
Verde Capital Management 0.07% Reduce -9.1% 481 $252K
Warm Springs Advisors Inc. 0.25% No change 481 $252K
High Probability Advisors, LLC 0.04% No change 481 $252K
Kennebec Savings Bank 0.27% Reduce -78.8% 480 $251K
Matrix Private Capital Group LLC 0.15% Reduce -11.4% 480 $251K
Vicus Capital 0.02% Reduce -11.5% 479 $251K
RW Investment Management LLC 0.03% No change 477 $250K
Centricity Wealth Management, LLC 0.23% No change 475 $249K
Sentry LLC 0.05% Reduce -9.5% 475 $249K
Bell Investment Advisors, Inc 0.05% Reduce -5.2% 472 $247K
Sandbox Financial Partners, LLC 0.09% Reduce -12.0% 471 $247K
Carrera Capital Advisors 0.05% Reduce -14.8% 471 $247K
Cosner Financial Group, LLC 0.15% Add +0.4% 469 $246K
Promethium Advisors,llc 0.16% Reduce -17.4% 469 $246K
Wiser Wealth Management, Inc 0.07% Reduce -2.7% 469 $246K
Mb, Levis & Associates, LLC 0.11% Add +0.2% 468 $245K
Briaud Financial Planning Inc 0.10% No change 466 $244K
Raffa Wealth Management, LLC 0.06% Reduce -0.4% 465 $244K
Embree Financial Group 0.04% Reduce -1.1% 463 $242K
Randall & Associates Wealth Management 0.20% Reduce -29.1% 462 $242K
Powers Advisory Group, LLC 0.12% Add +9.8% 461 $242K
Prudent Investors Network, Inc. 0.07% No change 461 $241K
MAS Advisors LLC 0.37% Reduce -8.8% 459 $240K
Team Financial Group, LLC 0.14% Reduce -9.3% 459 $240K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -2.5% 459 $240K
Alkeme Wealth, LLC 0.11% No change 456 $239K
Addison Advisors LLC 0.07% No change 455 $238K
Aberdeen Wealth Management LLC 0.16% No change 455 $238K
Blue Investment Partners LLC 0.09% Reduce -16.5% 455 $238K
Alpha Zero LLC 0.18% Reduce -13.8% 454 $238K
Vega Investment Solutions 0.05% Add +86.5% 524 $237K
First Hawaiian Bank 0.03% Reduce -96.7% 453 $237K
Capital Advantage, Inc. 0.04% No change 469 $237K
Purus Wealth Management, LLC 0.10% No change 450 $236K
Wealthquest Corp 0.02% Reduce -4.3% 450 $236K
HWG Holdings LP 0.10% No change 448 $235K
Shakespeare Wealth Management, LLC 0.06% Add +0.7% 447 $234K
Vertex Planning Partners, LLC 0.05% New 447 $234K
Verity Asset Management, Inc. 0.09% Reduce -20.7% 445 $233K
New Perspectives, Inc 0.12% No change 444 $233K
TRUE Private Wealth Advisors 0.03% New 443 $232K
Southland Equity Partners LLC 0.05% Add +0.7% 443 $232K
Quartz Partners, LLC 0.14% Reduce -8.3% 442 $231K
Blue Barn Wealth, LLC 0.12% Reduce -5.3% 442 $231K
Gallacher Capital Management LLC 0.11% Reduce -3.5% 441 $231K
Academy Capital Management 0.04% No change 441 $231K
Garde Capital, Inc. 0.01% Reduce -28.4% 441 $231K
OMNI 360 Wealth, Inc. 0.15% Add +0.5% 440 $231K
Websterrogers Financial Advisors, LLC 0.08% No change 440 $230K
Kingdom Financial Group LLC. 0.17% Reduce -76.4% 439 $230K
Carroll Investors, Inc 0.15% Reduce -65.2% 443 $230K
Beacon Capital Management, LLC 0.03% Add +7.9% 436 $228K
Financial Freedom, LLC 0.13% Add +0.2% 436 $228K
Talon Private Wealth, LLC 0.03% Reduce -67.8% 444 $228K
Roth Financial Partners LLC 0.09% No change 435 $228K
Phocas Financial Corp. 0.03% Reduce -5.4% 435 $228K
ProVise Management Group, LLC 0.02% Reduce -26.8% 434 $227K
Francis Financial, Inc. 0.06% Reduce -53.6% 432 $226K
25 LLC 0.09% Reduce -3.4% 432 $226K
Alpha Financial Partners LLC 0.18% Add +5.6% 431 $226K
Castleview Partners, LLC 0.15% Reduce -45.8% 431 $226K
WPWealth LLP 0.04% New 431 $226K
Retirement Planning Group, LLC 0.01% Add +5.1% 430 $225K
David Wealth Management LLC 0.19% Add +0.5% 430 $225K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -7.1% 430 $225K
Gutierrez Wealth Advisory, LLC 0.18% Reduce -5.3% 430 $225K
Cora Capital Advisors LLC 0.11% Reduce -0.7% 429 $225K
Vance Wealth, LLC 0.08% Add +7.8% 429 $225K
GK Wealth Management LLC 0.28% Reduce -9.1% 429 $225K
Harmony Asset Management LLC 0.09% Reduce -91.6% 428 $224K
Tanager Wealth Management LLP 0.03% New 428 $224K
Jacobs & Co. 0.02% No change 429 $224K
Investments & Financial Planning, LLC 0.15% New 428 $224K
Laurel Wealth Advisors LLC 0.04% No change 427 $224K
Kraft Asset Management, LLC 0.20% Reduce -17.4% 427 $224K
Fire Capital Management LLC 0.16% New 427 $224K
Headinvest, LLC 0.04% No change 427 $224K
Brown Capital Management LLC 0.01% Reduce -7.0% 427 $224K
Gray Private Wealth, LLC 0.13% Reduce -4.3% 426 $223K
Hobbs Wealth Management, LLC 0.25% Reduce -11.3% 426 $223K
USAdvisors Wealth Management, LLC 0.08% New 427 $223K
Von Berge Wealth Management Group, LLC 0.14% Reduce -8.4% 526 $223K
Barr E S & Co. 0.01% No change 425 $223K
Destiny Wealth Partners, LLC 0.04% Reduce -6.2% 425 $223K
Heritage Wealth Advisors 0.01% Reduce -99.6% 423 $222K
Harvest Investment Services, LLC 0.06% Reduce -19.0% 423 $222K
Family Office Research LLC 0.11% Reduce -3.4% 422 $221K
GatePass Capital, LLC 0.17% New 422 $221K
Hager Investment Management Services, LLC 0.15% Reduce -8.7% 422 $221K
Liberty Square Wealth Partners LLC 0.08% No change 422 $221K
Partners in Financial Planning 0.04% No change 421 $220K
Lakeridge Wealth Management LLC 0.11% Add +5.8% 420 $220K
Boyum Wealth Architects LLC 0.21% — 420 $220K
BLB&B Advisors, LLC 0.01% Reduce -6.3% 419 $219K
Fortress Financial Solutions, LLC 0.32% New 418 $219K
Luminist Capital LLC 0.24% Add +0.5% 419 $219K
Boothbay Fund Management, LLC 0.01% Reduce -95.4% 418 $219K
Argyle Capital Partners, LLC 0.19% Reduce -2.3% 417 $218K
Basepoint Wealth LLC 0.17% Add +1.7% 416 $218K
Synergy Financial Group, LTD 0.20% Reduce -4.6% 416 $218K
Wealth Preservation Advisors, LLC 0.16% — 416 $218K
McClarren Financial Advisors, Inc. 0.14% Add +0.3% 1,537 $217K
Acorn Wealth Advisors, LLC 0.09% Add +3.8% 414 $217K
TriaGen Wealth Management LLC 0.08% Reduce -3.3% 414 $217K
Chiron Capital Management, LLC 0.20% Add +0.2% 413 $216K
Long Run Wealth Advisors, LLC 0.05% New 413 $216K
Vantage Financial Partners, LLC 0.05% Reduce -6.2% 411 $215K
Pure Portfolios Holdings LLC 0.08% Reduce -12.2% 410 $215K
Reliant Investment Management, LLC 0.11% Reduce -3.5% 409 $214K
Buffington Mohr McNeal 0.04% Reduce -77.3% 409 $214K
Cushing Capital Partners, LLC 0.19% New 408 $214K
Cornerstone Planning Group LLC 0.05% Add +68.6% 499 $214K
Massachusetts Wealth Management 0.15% Reduce -10.9% 407 $213K
Rareview Capital LLC 0.13% No change 406 $212K
Aveo Capital Partners, LLC 0.04% Reduce -68.3% 543 $212K
Davidson Trust Co. 0.10% No change 403 $211K
Fortitude Family Office, LLC 0.08% Reduce -13.5% 403 $211K
Oxbow Advisors, LLC 0.02% New 403 $211K
Whelan Financial 0.08% Reduce -9.4% 403 $211K
Stonebridge Financial Group, LLC 0.02% Reduce -96.3% 402 $211K
Alliance Wealth Advisors, LLC 0.12% Reduce -36.6% 401 $210K
Adamsbrown Wealth Consultants LLC 0.07% New 401 $210K
Piar LLC 0.23% Reduce -20.0% 400 $210K
Ascension Capital Advisors, Inc. 0.10% No change 400 $210K
Hutner Capital Management Inc. 0.09% No change 400 $210K
Harbor Group, Inc. 0.04% No change 400 $209K
Legacy PCG, LLC 0.15% New 399 $209K
Lifestyle Asset Management, Inc. 0.11% New 399 $209K
Forthright Family Wealth Advisory LLC 0.14% No change 397 $208K
Mowery & Schoenfeld Wealth Management, LLC 0.41% Add +8.2% 395 $207K
Sterneck Capital Management, LLC 0.11% New 395 $207K
Collective Family Office LLC 0.06% Reduce -58.3% 394 $206K
Golden Road Advisors LLC 0.16% New 393 $206K
Leslie Global Wealth, LLC 0.10% New 393 $206K
FSA Investment Group, LLC 0.17% New 392 $205K
Mengis Capital Management, Inc. 0.04% New 392 $205K
Private Capital Management, LLC 0.02% Reduce -16.6% 391 $205K
Morton Capital Management LLC 0.04% New 390 $204K
Beacon Financial Advisory LLC 0.06% New 390 $204K
Redmond Asset Management, LLC 0.05% New 390 $204K
Wealth Watch Advisors, INC 0.17% Reduce -23.1% 387 $204K
SeaBridge Investment Advisors LLC 0.04% New 389 $204K
BankPlus Wealth Management LLC 0.15% Reduce -1.8% 390 $204K
1900 Wealth Management LLC 0.02% New 388 $203K
Acorn Creek Capital LLC 0.10% Reduce -28.7% 388 $203K
Midwest Professional Planners, LTD. 0.06% New 388 $203K
Next Level Private LLC 0.08% New 387 $203K
Veery Capital, LLC 0.08% Reduce -53.3% 387 $203K
Activest Wealth Management 0.05% Add +107.0% 387 $203K
Capital Planning LLC 0.06% Reduce -21.4% 386 $202K
Cannon Advisors, Inc. 0.19% Reduce -5.4% 385 $202K
Pacific Center for Financial Services 0.05% Reduce -2.5% 385 $202K
Blue Bell Private Wealth Management, LLC 0.04% Add +26.6% 385 $202K
Guardian Asset Advisors, LLC 0.13% New 384 $201K
Hara Capital LLC 0.14% Add +1.9% 384 $201K
Everest Private Wealth 0.18% New 383 $201K
Kwmg, LLC 0.02% Reduce -7.7% 383 $201K
Smart Money Group LLC 0.07% New 383 $200K
Founders Grove Wealth Partners, LLC 0.06% New 382 $200K
IFG Advisors, LLC 0.04% New 382 $200K
Transce3nd, LLC 0.09% Reduce -28.3% 382 $200K
Dunhill Financial, LLC 0.09% Reduce -38.6% 376 $197K
Tortoise Investment Management, LLC 0.02% Reduce -42.9% 375 $196K
First Community Trust NA 0.17% No change 373 $195K
Atticus Wealth Management, LLC 0.06% Reduce -51.8% 362 $190K
Saudi Central Bank 1.00% New 362 $190K
Abound Financial, LLC 0.09% New 356 $186K
FSC Wealth Advisors, LLC 0.12% No change 351 $184K
Insight Inv LLC 0.13% Add +6601.0% 20,304 $183K
Founders Capital Management 0.12% Reduce -6.9% 350 $183K
IMG Wealth Management, Inc. 0.16% No change 349 $183K
Pinney & Scofield, Inc. 0.13% Reduce -3.9% 345 $181K
Alpine Bank Wealth Management 0.03% — 345 $181K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -82.5% 344 $180K
HighMark Wealth Management LLC 0.11% Add +4.6% 342 $178K
Private Wealth Management Group, LLC 0.06% Reduce -5.2% 331 $173K
McIlrath & Eck, LLC 0.02% Reduce -3.2% 330 $173K
Financial Avengers, Inc. 0.09% Reduce -18.5% 326 $171K
Standard Family Office LLC 0.22% Reduce -42.9% 324 $170K
Barnes Dennig Private Wealth Management LLC 0.26% — 323 $169K
Stone House Investment Management, LLC 0.03% New 322 $169K
Curat Global, LLC 0.20% — 320 $168K
TruNorth Capital Management, LLC 0.04% Add +137.3% 318 $167K
Aspect Partners, LLC 0.09% Reduce -4.8% 315 $165K
Quest 10 Wealth Builders, Inc. 0.17% Add +0.3% 306 $160K
Atlantic Edge Private Wealth Management, LLC 0.05% Add +8.9% 305 $160K
Noble Wealth Management PBC 0.11% Reduce -1.3% 302 $158K
Western Pacific Wealth Management, LP 0.14% Reduce -66.7% 300 $157K
Marquette Asset Management, LLC 0.03% Reduce -1.0% 295 $155K
Wellington Shields & Co., LLC 0.05% Add +22.4% 295 $155K
Blume Capital Management, Inc. 0.03% Add +5.8% 291 $152K
Fiduciary Wealth Partners, LLC 0.13% — 288 $151K
Hills Bank & Trust Co 0.01% Add +1.8% 278 $146K
FSA Wealth Management LLC 0.06% Add +0.7% 276 $145K
Palouse Capital Management, Inc. 0.10% Reduce -71.4% 274 $143K
TD Capital Management LLC 0.01% Add +0.4% 269 $141K
Boyd Watterson Asset Management LLC 0.05% Reduce -16.0% 267 $140K
Abound Wealth Management 0.05% Reduce -0.4% 265 $139K
Sherman Asset Management, Inc. 0.13% Reduce -41.2% 260 $136K
NewSquare Capital LLC 0.01% Add +418.0% 259 $136K
WFA Asset Management Corp 0.07% Add +41.7% 265 $131K
MJT & Associates Financial Advisory Group, Inc. 0.13% — 250 $131K
Tradewinds Capital Management, LLC 0.03% Reduce -0.8% 245 $128K
DiNuzzo Private Wealth, Inc. 0.02% Add +1.2% 244 $128K
Financial Life Planners 0.12% Reduce -8.0% 243 $127K
Princeton Global Asset Management LLC 0.03% Reduce -99.0% 241 $126K
1620 Investment Advisors, Inc. 0.10% Reduce -2.0% 240 $126K
Rowlandmiller & Partners.adv 0.03% No change 240 $126K
Avion Wealth 0.03% No change 246 $124K
First PREMIER Bank 0.03% No change 234 $123K
Harvest Fund Management Co., Ltd 0.01% Add +686.7% 236 $123K
Canton Hathaway, LLC 0.02% No change 230 $120K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 224 $117K
WealthTrak Capital Management LLC 0.10% Add +2.3% 223 $117K
Maj Invest Holding A/S 0.00% No change 222 $116K
Highline Wealth Partners LLC 0.04% Add +9.5% 219 $115K
REAP Financial Group, LLC 0.03% Add +99.1% 211 $110K
Bernard Wealth Management Corp. 0.05% Add +2.4% 210 $110K
North Capital, Inc. 0.10% — 210 $110K
Fairman Group, LLC 0.10% Reduce -57.6% 92 $110K
American Capital Advisory, LLC 0.06% Add +4.5% 209 $109K
Ogorek Anthony Joseph /NY/ 0.04% Add +71.1% 207 $108K
Smallwood Wealth Investment Management, LLC 0.07% New 204 $107K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.06% Reduce -86.7% 200 $105K
Slocum, Gordon & Co LLP 0.08% No change 200 $105K
Mendota Financial Group, LLC 0.11% Reduce -37.6% 194 $102K
Delta Asset Management LLC 0.01% Reduce -15.0% 193 $101K
Consultiva Wealth Management, Corp. 0.34% No change 191 $100K
Wealth Advisors of Tampa Bay, LLC 0.04% New 190 $100K
Pineridge Advisors LLC 0.04% Add +0.5% 189 $99K
Elevation Wealth Partners, LLC 0.04% Reduce -81.2% 189 $99K
True Wealth Design, LLC 0.04% Add +31.7% 187 $98K
Retirement Wealth Solutions LLC 0.08% Add +55.0% 186 $97K
Wiser Advisor Group LLC 0.14% Add +0.6% 181 $95K
Dynamic Wealth Strategies, LLC 0.08% New 176 $92K
Beaird Harris Wealth Management, LLC 0.01% No change 175 $92K
Bay Harbor Wealth Management, LLC 0.03% Add +6.2% 172 $90K
Clark Wealth Partners 0.07% Add +7.5% 171 $90K
Coston, McIsaac & Partners 0.03% No change 170 $89K
Valued Wealth Advisors LLC 0.05% Reduce -10.6% 168 $88K
Evergreen Private Wealth LLC 0.04% No change 166 $87K
Marshall & Sterling Wealth Advisors Inc. 0.06% Add +217.3% 165 $87K
Financial Network Wealth Advisors LLC 0.11% Add +52.8% 165 $86K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -31.0% 165 $86K
Vermillion Wealth Management, Inc. 0.03% Reduce -8.4% 163 $86K
Sierra Ocean, LLC 0.06% Reduce -46.0% 156 $82K
Aster Capital Management (DIFC) Ltd 0.02% Add +191.5% 172 $82K
1248 Management, LLC 0.03% Reduce -94.9% 154 $81K
Your Advocates Ltd., LLP 0.03% No change 150 $79K
Spurstone Advisory Services, LLC 1.53% New 150 $79K
Hoese & Co LLP 0.07% No change 150 $79K
Compass Planning Associates Inc 0.08% Add +0.7% 148 $77K
Creative Capital Management Investments LLC 0.03% No change 146 $76K
Roble, Belko & Company, Inc 0.01% No change 146 $76K
DHJJ Financial Advisors, Ltd. 0.03% Add +14.4% 143 $75K
New Millennium Group LLC 0.05% Reduce -6.7% 140 $74K
Orion Capital Management LLC 0.03% Reduce -78.9% 139 $73K
Nalls Sherbakoff Group, LLC 0.06% — 134 $70K
Binnacle Investments Inc 0.05% — 134 $70K
Runnymede Capital Advisors, Inc. 0.07% Reduce -5.1% 131 $69K
Guardian Wealth Management, Inc. 0.05% No change 130 $68K
Wormser Freres Gestion 0.04% Reduce -58.6% 128 $66K
JTC Employer Solutions Trustee Ltd 0.01% No change 126 $66K
West Oak Capital, LLC 0.04% No change 125 $66K
Fourth Dimension Wealth, LLC 0.03% No change 125 $65K
Painted Porch Advisors LLC 0.03% Reduce -5.3% 125 $65K
Hughes Financial Services, LLC 0.01% New 123 $64K
Bellevue Asset Management, LLC 0.03% No change 122 $64K
Ridgewood Investments LLC 0.03% No change 121 $63K
Wood Tarver Financial Group, LLC 0.02% Reduce -17.2% 120 $63K
Rialto Wealth Management, LLC 0.02% Reduce -57.3% 120 $63K
Financial Gravity Asset Management, Inc. 0.01% — 120 $63K
Kimelman & Baird, LLC 0.01% Reduce -88.9% 117 $61K
Redwood Park Advisors LLC 0.05% Add +2.6% 116 $61K
Anderson Financial Strategies, LLC 0.04% New 116 $61K
Tacita Capital Inc 0.04% No change 112 $59K
VSM Wealth Advisory, LLC 0.02% No change 111 $58K
10Elms LLP 0.06% No change 104 $54K
Solstein Capital, LLC 0.03% No change 104 $54K
Halbert Hargrove Global Advisors, LLC 0.00% Add +20.9% 104 $54K
DecisionPoint Financial, LLC 0.02% No change 102 $53K
Cloud Capital Management, LLC 0.04% — 102 $53K
Nova Wealth Management, Inc. 0.05% Add +339.1% 101 $53K
SIMA Wealth Partners, LLC 0.04% No change 100 $52K
Horizons Wealth Management 0.04% No change 100 $52K
Lowe Wealth Advisors, LLC 0.02% Reduce -26.9% 98 $51K
Front Row Advisors LLC 0.02% No change 96 $50K
WealthCollab, LLC 0.03% Add +6.7% 95 $50K
Grayhawk Investment Strategies Inc. 0.11% No change 94 $49K
Kentucky Trust Co 0.03% Add +138.5% 93 $49K
Quarry LP 0.01% Reduce -43.1% 91 $48K
Cove Street Capital, LLC 0.07% No change 90 $47K
Global Wealth Strategies & Associates 0.01% Add +28.6% 90 $47K
Gleason Group, Inc. 0.01% No change 90 $47K
Bellwether Advisors, LLC 0.01% Reduce -31.0% 89 $47K
Ruedi Wealth Management, Inc. 0.01% No change 87 $46K
Investment Management Corp. /Va/ 0.04% Reduce -1.1% 87 $46K
Cranbrook Wealth Management, LLC 0.01% Add +19.2% 87 $46K
O'Brien Wealth Partners LLC 0.01% Add +74.0% 87 $46K
Legacy Wealth Managment, LLC 0.03% No change 84 $44K
Copia Wealth Management 0.04% No change 83 $43K
Clear Investment Research, LLC 0.06% No change 82 $43K
Red Tortoise LLC 0.02% Reduce -14.7% 81 $42K
Pillar Financial Advisors, LLC 0.03% No change 80 $42K
Compass Wealth Management LLC 0.01% Reduce -46.7% 80 $42K
IAG Wealth Partners, LLC 0.01% New 80 $42K
Robinswood Financial LLC 0.01% New 77 $40K
Evolution Advisers, Inc. 0.02% Reduce -2.6% 75 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 72 $38K
Keener Financial Planning LLC 0.02% Reduce -80.4% 73 $38K
Syntax Research, Inc. 0.02% Reduce -5.6% 67 $35K
Financial Connections Group, Inc. 0.02% Reduce -46.4% 67 $35K
Kiker Wealth Management, LLC 0.02% New 66 $35K
Glass Jacobson Investment Advisors llc 0.01% No change 68 $34K
Cedar Mountain Advisors, LLC 0.01% Reduce -4.4% 65 $34K
Signature Resources Capital Management, LLC 0.03% No change 63 $33K
Promus Capital, LLC 0.03% No change 63 $33K
Northwest Capital Management Inc 0.01% No change 62 $32K
Riggs Asset Managment Co. Inc. 0.01% Reduce -71.7% 62 $32K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +416.7% 62 $32K
Stuart Chaussee & Associates, Inc. 0.01% No change 61 $32K
Graney & King, LLC 0.02% Add +114.3% 60 $31K
Battery Global Advisors, LLC 0.02% No change 58 $30K
Knott David M Jr 0.01% No change 57 $30K
eCIO, Inc. 0.01% — 57 $30K
West Financial Advisors, LLC 0.01% No change 55 $29K
Hurley Capital, LLC 0.02% No change 55 $29K
Bayforest Capital Ltd 0.01% Add +685.7% 55 $29K
Pflug Koory, LLC 0.02% No change 52 $27K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -33.8% 49 $26K
Kathleen S. Wright Associates Inc. 0.01% No change 47 $25K
Lummis Asset Management, LP 0.02% No change 46 $24K
CGC Financial Services, LLC 0.01% Reduce -18.2% 45 $24K
Investors Research Corp 0.01% Add +542.9% 45 $24K
Godsey & Gibb, Inc. 0.00% Add +76.0% 44 $23K
Fairway Wealth LLC 0.01% Add +14.3% 40 $21K
Principia Wealth Advisory, LLC 0.02% Add +34.8% 31 $18K
IFS Advisors, LLC 0.01% No change 33 $18K
Comprehensive Financial Planning, Inc. 0.02% No change 31 $16K
Compass Financial Services Inc 0.01% No change 31 $16K
ROSS\JOHNSON & Associates LLC 0.27% Add +150.0% 30 $16K
Avondale Wealth Management 0.01% No change 30 $16K
Caas Capital Management LP 0.01% New 30 $16K
Marshall Investment Management, LLC 0.01% Reduce -41.2% 30 $16K
Curio Wealth, LLC 0.01% New 1 $15K
Winnacle Wealth LLC 0.01% Add +45.0% 29 $15K
First Pacific Financial 0.00% Reduce -98.7% 27 $14K
PFG Private Wealth Management, LLC 0.01% Add +200.0% 27 $14K
Christopher J. Hasenberg, Inc 0.01% Add +58.8% 27 $14K
JDM Financial Group LLC 0.01% No change 26 $14K
NCP Inc. 0.02% No change 26 $14K
Minot DeBlois Advisors LLC 0.01% Reduce -75.0% 25 $13K
Advantage Trust Co 0.01% No change 25 $13K
Anfield Capital Management, LLC 0.00% No change 25 $13K
POM Investment Strategies, LLC 0.01% Reduce -40.0% 24 $13K
Chesapeake Asset Management LLC 0.01% Reduce -43.6% 22 $12K
Eq Wealth Advisors, LLC 0.01% New 22 $12K
Tanglewood Legacy Advisors, LLC 0.01% Reduce -82.0% 22 $12K
ESL Trust Services, LLC 0.00% No change 22 $12K
von Borstel & Associates, Inc. 0.00% New 22 $11K
1 North Wealth Services LLC 0.00% New 20 $10K
Resolute Advisors LLC 0.00% Reduce -95.2% 20 $10K
Collier Financial 0.01% No change 19 $10K
Westend Capital Management, LLC 0.00% No change 19 $10K
Gold Investment Management Ltd. 0.00% Add +125.0% 18 $9K
SRH Advisors, LLC 0.00% No change 18 $9K
Goodman Advisory Group, LLC 0.00% New 18 $9K
Longfellow Investment Management Co. LLC 0.00% No change 18 $9K
Beutel, Goodman & Co Ltd. 0.00% New 18 $9K
Flagship Wealth Advisors, LLC 0.00% No change 17 $9K
PayPay Securities Corp 0.51% Reduce -36.0% 16 $9K
Pacifica Partners Inc. 0.00% Add +77.8% 16 $9K
C M Bidwell & Associates Ltd. 0.01% No change 16 $8K
Stephens Consulting, LLC 0.00% Reduce -20.0% 16 $8K
Tower View Wealth Management LLC 0.00% Reduce -23.8% 16 $8K
Morton Brown Family Wealth, LLC 0.00% New 14 $7K
Catherine Avery Investment Management LLC 0.01% No change 13 $7K
MPWM Advisory Solutions, LLC 0.00% No change 12 $6K
Parkworth Wealth Management, Inc. 0.00% No change 11 $6K
Mountain Hill Investment Partners Corp. 0.01% No change 10 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $5K
Burkett Financial Services, LLC 0.00% No change 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 8 $4K
Crowley Wealth Management, Inc. 0.00% Add +40.0% 7 $4K
Uniplan Investment Counsel, Inc. 0.00% New 6 $3K
Cedar Wealth Management, LLC 0.00% No change 6 $3K
Ravenstone Capital Management Inc. 0.00% Reduce -90.0% 5 $3K
HFM Investment Advisors, LLC 0.00% — 5 $3K
Bridge Generations Wealth Management LLC 0.00% New 4 $2K
Bear Mountain Capital, Inc. 0.00% New 5 $2K
Breakwater Investment Management 0.00% No change 3 $2K
Caitong International Asset Management Co., Ltd 0.00% New 2 $1K
Richardson Capital Management LLC 0.00% New 2 $1K
MorganRosel Wealth Management, LLC 0.00% New 2 $1K
PEAK6 LLC 0.00% Add +100.0% 2 $998

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