Unitedhealth GroupUNH

13F holders, Q3 2025 (September 30)
3,167holders −17
296new positions
294sold out
18famous investors
$345.24avg. 13F price*

At the end of Q3 2025, 3,167 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, down 17 from Q2 2025. 296 opened new positions and 294 sold out. The largest holders were Vanguard Group Inc. ($31.3B), BlackRock, Inc. ($25.7B) and State Street Corp. ($15.2B). 18 famous investors held it, including Jeremy Grantham (2.6% of GMO's portfolio), David Tepper (1.0% of Appaloosa's portfolio) and Stephen Yacktman (0.8% of Yacktman Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions296$1.2B
Exits294$3.5B

All 13F filers, Q2 2025 → Q3 2025: 46,259,116 shares bought and 75,042,586 shares sold, net −28,783,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,167 holders

Vanguard Group Inc. 0.47% Reduce -0.3% 90,605,050 $31.3B
BlackRock, Inc. 0.45% Reduce -1.4% 74,291,898 $25.7B
State Street Corp. 0.53% Reduce -1.8% 44,112,336 $15.2B
Capital World Investors 1.03% Add +18.8% 21,766,922 $7.5B
Geode Capital Management, LLC 0.48% Add +2.2% 21,786,025 $7.5B
JPMorgan Chase & Co. 0.41% Reduce -7.2% 18,554,646 $6.4B
T. Rowe Price Associates Inc. 0.67% Reduce -17.2% 18,148,977 $6.3B
Capital International Investors 0.98% Add +11.1% 17,499,949 $6.0B
Wellington Management Group LLP 1.00% Reduce -31.8% 16,515,927 $5.7B
Morgan Stanley 0.32% Add +0.9% 15,236,682 $5.3B
FMR LLC 0.25% Reduce -18.5% 13,690,987 $4.7B
Capital Research Global Investors 0.85% Add +126.9% 13,042,049 $4.5B
Bank of America Corp. 0.27% Add +1.0% 10,457,548 $3.6B
Dodge & Cox 1.77% Add +8.6% 9,505,636 $3.3B
Northern Trust Corp. 0.40% Add +1.6% 9,109,692 $3.1B
Royal Bank of Canada 0.50% Add +3.3% 8,189,332 $2.8B
Charles Schwab Investment Management Inc. 0.44% Add +7.5% 8,061,899 $2.8B
Bank of New York Mellon Corp 0.48% Reduce -1.6% 7,749,822 $2.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.52% Reduce -20.1% 6,877,752 $2.4B
Alliancebernstein L.P. 0.70% Reduce -7.5% 6,426,295 $2.2B
Legal & General Group Plc 0.49% Add +4.1% 6,261,750 $2.2B
Amundi 0.67% Reduce -6.1% 5,811,991 $2.1B
Sanders Capital, LLC 2.56% Add +1.4% 6,030,588 $2.1B
Franklin Resources Inc. 0.51% Add +19.7% 5,836,477 $2.0B
Eagle Capital Management LLC 5.95% Add +0.8% 5,414,512 $1.9B
Dimensional Fund Advisors LP 0.40% Reduce -2.5% 5,381,255 $1.9B
Fisher Asset Management 0.66% Add +0.8% 5,252,449 $1.8B
Goldman Sachs Group Inc. 0.26% Reduce -25.7% 5,200,340 $1.8B
Berkshire Hathaway 0.65% No change 5,039,564 $1.7B
UBS Group AG 0.31% Add +3.6% 4,563,531 $1.6B
HSBC Holdings PLC 0.90% Reduce -16.1% 4,395,293 $1.5B
Invesco Ltd. 0.24% Add +3.8% 4,313,638 $1.5B
Barclays PLC 0.49% Reduce -15.0% 3,790,014 $1.3B
Nuveen, LLC 0.34% Reduce -27.1% 3,721,369 $1.3B
Ameriprise Financial Inc. 0.30% Add +15.8% 3,710,531 $1.3B
Janus Henderson Group PLC 0.58% Reduce -25.1% 3,670,826 $1.3B
Wells Fargo & Company 0.25% Reduce -19.7% 3,497,677 $1.2B
Arrowstreet Capital, Limited Partnership 0.74% Add +17.3% 3,401,853 $1.2B
Raymond James Financial Inc. 0.37% Reduce -6.7% 3,288,599 $1.1B
National Bank of Canada 1.11% Reduce -12.9% 2,837,120 $979.7M
Deutsche Bank AG 0.32% Reduce -15.5% 2,803,494 $968.0M
Sumitomo Mitsui Trust Group, Inc. 0.53% Reduce -6.0% 2,684,641 $927.0M
GMO 2.60% Add +24.5% 2,666,623 $920.8M
Veritas Asset Management LLP 9.79% Reduce -14.6% 2,652,995 $916.1M
Swiss National Bank 0.52% Reduce -5.6% 2,614,861 $902.9M
Manufacturers Life Insurance Company, The 0.74% Add +30.7% 2,594,140 $895.8M
California Public Employees Retirement System 0.51% Add +13.0% 2,443,770 $843.8M
Jane Street Group, LLC 0.99% Add +41.7% 2,426,782 $838.0M
Bank of Montreal 0.32% Add +18.6% 2,155,199 $744.2M
BNP Paribas Financial Markets 0.58% Reduce -33.2% 2,109,213 $728.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.52% Add +3.5% 2,108,345 $728.0M
SG Americas Securities, LLC 2.66% Add +226.6% 2,072,912 $715.8M
Orbis Allan Gray Ltd 2.93% Add +82.0% 1,977,404 $682.8M
Boston Partners 0.69% Add +26.0% 1,937,191 $671.2M
Farallon Capital Management, L.L.C. 3.68% Add +16.6% 1,886,500 $651.4M
National Pension Service 0.50% Add +3.0% 1,876,774 $648.1M
Bessemer Group Inc. 0.96% Add +152.3% 1,823,871 $629.8M
Ensign Peak Advisors, Inc 0.99% Reduce -12.1% 1,756,227 $606.4M
T. Rowe Price Investment Management, Inc. 0.36% Reduce -24.3% 1,698,901 $586.6M
Sustainable Growth Advisers, LP 3.32% Add +17.8% 1,640,012 $566.3M
Marshfield Associates 9.64% Add +58.4% 1,613,248 $557.1M
Envestnet Asset Management Inc. 0.16% Reduce -4.8% 1,587,826 $548.3M
Fayez Sarofim & Co 1.27% Add +40.7% 1,570,342 $547.8M
Canada Pension Plan Investment Board 0.38% Add +4.7% 1,582,579 $546.5M
Rhumbline Advisers 0.43% Reduce -1.5% 1,542,806 $532.7M
Toronto Dominion Bank 1.04% Add +20.3% 1,537,868 $531.0M
CANADA LIFE ASSURANCE Co 0.75% Add +27.4% 1,515,018 $522.5M
Principal Financial Group Inc. 0.25% Reduce -29.5% 1,442,968 $498.3M
Clearbridge Investments, LLC 0.37% Reduce -58.7% 1,428,761 $493.4M
California State Teachers Retirement System 0.50% Reduce -0.4% 1,416,397 $489.1M
Hotchkis & Wiley Capital Management LLC 1.51% Add +103.5% 1,412,895 $487.9M
First Manhattan Co. Llc. 1.22% Reduce -4.2% 1,332,886 $460.2M
Longview Partners (Guernsey) LTD 4.77% Add +8.7% 1,321,875 $456.4M
LPL Financial LLC 0.13% Add +3.1% 1,299,448 $448.7M
Russell Investments Group, Ltd. 0.51% Add +19.6% 1,297,362 $448.0M
Citigroup Inc. 0.31% Reduce -29.1% 1,283,148 $443.1M
Pictet Asset Management Holding SA 0.42% Reduce -16.7% 1,275,601 $440.5M
Susquehanna International Group, LLP 0.64% Reduce -24.6% 1,269,534 $438.4M
WCM Investment Management, LLC 0.90% Reduce -1.3% 1,254,752 $433.1M
Assenagon Asset Management S.A. 0.63% Add +521.3% 1,232,251 $425.5M
Schroder Investment Management Group 0.33% Add +35.3% 1,215,507 $419.7M
Vulcan Value Partners, LLC 7.50% Reduce -2.0% 1,198,338 $413.9M
New York State Common Retirement Fund 0.53% Reduce -1.1% 1,190,465 $411.1M
AQR Capital Management 0.25% Add +12.6% 1,145,580 $395.6M
Davis Selected Advisers 2.05% Add +0.6% 1,139,303 $393.4M
Bank of Nova Scotia 0.69% Reduce -20.9% 1,118,454 $386.2M
FIL Ltd 0.30% Add +25.8% 1,117,524 $385.9M
Swedbank AB 0.39% Reduce -15.1% 1,112,815 $384.3M
Lazard Asset Management LLC 0.50% Add +20.7% 1,081,118 $373.3M
Mairs & Power Inc. 3.47% Add +1.2% 1,069,947 $369.5M
Marex Group Ltd 4.53% Add +283.6% 1,058,996 $365.7M
US Bancorp \de 0.42% Reduce -1.4% 1,025,873 $354.2M
American Century Companies Inc. 0.18% Reduce -36.5% 1,025,448 $354.1M
CIBC Private Wealth Group LLC 0.60% Reduce -2.2% 1,020,922 $352.5M
Allen Investment Management, LLC 3.90% Reduce -19.4% 1,017,401 $351.3M
Barrow Hanley Mewhinney & Strauss LLC 1.11% Add +0.4% 1,006,676 $347.6M
GUARDCAP ASSET MANAGEMENT Ltd 7.85% Reduce -9.3% 980,269 $338.5M
Capula Management Ltd 2.47% Add +1001042.7% 961,097 $331.9M
CI Investments Inc. 1.18% Add +19.2% 941,686 $325.2M
DekaBank Deutsche Girozentrale 0.54% No change 936,422 $321.7M
Aberdeen Group plc 0.51% Reduce -27.3% 931,608 $319.9M
PNC Financial Services Group, Inc. 0.19% Add +4.8% 914,521 $315.8M
Naya Capital Management UK Ltd. 26.48% Add +47.9% 901,391 $311.3M
M&G PLC 1.68% Add +0.6% 875,713 $302.1M
Manning & Napier Advisors LLC 3.81% Add +40.2% 865,966 $299.0M
Clear Street Group Inc. 1.43% — 851,372 $294.0M
Citadel Advisors 0.24% Add +33.6% 848,925 $293.1M
Caisse de depot et placement du Quebec 0.52% Add +29.8% 840,848 $290.3M
State Board of Administration of Florida Retirement System 0.50% Reduce -5.8% 826,227 $285.3M
Fiera Capital Corp 0.92% Reduce -5.8% 823,084 $284.2M
Magellan Asset Management Ltd 3.32% Reduce -1.4% 811,526 $280.2M
Brown Advisory Inc. 0.35% Reduce -2.4% 783,619 $270.6M
PineStone Asset Management Inc. 1.66% Reduce -6.6% 774,624 $267.5M
William Blair Investment Management, LLC 0.69% Add +12.3% 768,535 $265.4M
Mackenzie Financial Corp. 0.32% Reduce -4.7% 761,856 $263.1M
Ruane, Cunniff & Goldfarb L.P. 4.34% Reduce -0.7% 758,223 $261.8M
Royal London Asset Management Ltd. 0.56% Reduce -2.0% 756,011 $261.1M
Renaissance Technologies 0.34% Reduce -44.3% 753,826 $260.3M
New York State Teachers Retirement System 0.51% Reduce -1.8% 750,653 $259.2M
DAVENPORT & Co LLC 1.37% Add +26.6% 739,525 $255.3M
Natixis Advisors, LLC 0.37% Add +69.8% 734,798 $253.7M
Allianz Asset Management GmbH 0.31% Reduce -25.0% 730,384 $252.2M
Neuberger Berman Group LLC 0.18% Reduce -46.0% 727,457 $251.2M
W1M Investment Management Ltd 3.22% Add +25.5% 723,673 $249.9M
Adage Capital Partners Gp, L.L.C. 0.39% Reduce -6.3% 721,251 $249.0M
Aviva PLC 0.45% Add +5.2% 720,251 $248.7M
Macquarie Group Ltd. 0.29% Reduce -38.0% 717,475 $247.7M
Bahl & Gaynor LLC 1.17% Add +0.5% 684,161 $236.2M
Prudential Financial Inc. 0.28% Reduce -8.9% 677,757 $234.0M
1832 Asset Management L.P. 0.39% Add +335.8% 665,879 $229.9M
JARISLOWSKY, FRASER Ltd 1.26% Reduce -0.7% 664,655 $229.5M
TD Asset Management Inc 0.19% Reduce -15.2% 664,434 $229.4M
Korea Investment CORP 0.47% Add +2.4% 658,229 $227.3M
Walleye Trading LLC 3.58% Add +24.4% 649,359 $224.2M
London Co. of Virginia 1.21% New 635,513 $219.5M
Stifel Financial Corp. 0.20% Reduce -63.2% 628,101 $216.9M
HighTower Advisors, LLC 0.25% Add +49.6% 625,365 $216.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.37% Add +2.1% 625,215 $215.9M
Chevy Chase Trust Holdings, LLC 0.58% Reduce -5.3% 606,561 $209.4M
OMERS ADMINISTRATION Corp 1.46% Add +42.5% 591,803 $204.3M
Danske Bank A/S 0.49% Reduce -17.1% 565,586 $195.3M
Voya Investment Management LLC 0.22% Reduce -17.5% 561,717 $194.0M
KBC Group NV 0.46% Reduce -14.0% 560,334 $193.5M
D. E. Shaw & Co. 0.16% Reduce -11.8% 542,276 $187.2M
Nomura Holdings Inc. 0.95% Add +36.8% 537,875 $185.7M
STRS Ohio 0.67% Add +3.4% 528,516 $182.5M
Nomura Asset Management Co. Ltd. 0.47% Reduce -8.7% 516,984 $178.5M
Focused Investors LLC 5.45% Add +2.4% 516,000 $178.2M
Route One Investment Company, L.P. 7.15% Add +7.9% 507,300 $175.2M
Mitsubishi UFJ Trust & Banking Corp 0.38% Reduce -6.2% 506,259 $174.8M
APG Asset Management N.V. 0.49% Reduce -6.8% 594,155 $174.6M
Asset Management One Co., Ltd. 0.50% Reduce -0.2% 495,547 $171.1M
Treasurer of the State of North Carolina 0.51% Reduce -3.0% 482,711 $166.7M
Bank Julius Baer & Co. Ltd, Zurich 0.47% Reduce -12.3% 480,345 $165.9M
State of Wisconsin Investment Board 0.38% Reduce -5.8% 479,308 $165.5M
Cincinnati Financial Corp. 3.20% No change 468,822 $161.9M
Fort Washington Investment Advisors Inc. 0.87% Add +1.6% 465,048 $160.6M
Thrivent Financial for Lutherans 0.32% Reduce -7.0% 463,792 $160.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% Add +34.3% 461,390 $159.3M
Tredje AP-fonden 1.27% Add +31.7% 459,417 $158.6M
USS Investment Management Ltd 0.75% Reduce -0.0% 450,255 $155.5M
Storebrand Asset Management As 0.41% Reduce -1.4% 443,173 $153.0M
Wealth Enhancement Advisory Services, LLC 0.23% Add +0.6% 420,563 $152.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.35% Reduce -31.1% 441,222 $152.4M
Tiger Global Management 0.47% No change 438,800 $151.5M
Victory Capital Management Inc. 0.09% Reduce -62.3% 434,721 $150.1M
Fiduciary Management Inc. 1.51% Reduce -3.8% 431,229 $148.9M
Mariner, LLC 0.19% Add +8.6% 418,029 $144.3M
Corient Private Wealth LP 0.22% Reduce -13.7% 411,751 $141.8M
Jennison Associates LLC 0.08% Add +4.8% 410,180 $141.6M
Retirement Systems of Alabama 0.47% Add +13.6% 410,123 $141.6M
Menora Mivtachim Holdings LTD. 0.72% Add +82.4% 409,578 $141.4M
Gobi Capital LLC 6.84% Add +24.1% 407,468 $140.7M
Sei Investments Co. 0.15% Add +5.0% 404,901 $139.8M
Alecta Tjanstepension Omsesidigt 0.62% No change 400,500 $138.3M
Eminence Capital, LP 2.02% Reduce -31.0% 397,046 $137.1M
Capital International, Inc. 1.09% Add +47.8% 394,934 $136.4M
DNB Asset Management AS 0.50% Add +2.5% 389,238 $134.4M
Seilern Investment Management Ltd 9.63% Reduce -1.8% 385,720 $133.2M
Cantor Fitzgerald, L. P. 2.57% Add +19341.3% 377,550 $130.4M
Zurich Insurance Group Ltd 0.92% Add +103.4% 373,135 $128.8M
Brandes Investment Partners, LP 1.03% Add +167.6% 373,112 $128.8M
Patient Capital Management, LLC 5.13% Add +93.5% 371,363 $128.2M
iA Global Asset Management Inc. 1.75% Reduce -0.8% 370,994 $128.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.03% Add +0.3% 366,667 $126.6M
Cooke & Bieler LP 1.30% Add +15.3% 364,424 $125.8M
Public Employees Retirement System of Ohio 0.40% Reduce -2.2% 364,152 $125.7M
Empower Advisory Group, LLC 0.34% Add +2.0% 355,915 $122.9M
CIBC Asset Management Inc 0.35% Reduce -3.7% 354,448 $122.3M
Credit Agricole S A 0.40% — 353,860 $122.2M
Skandinaviska Enskilda Banken AB (publ) 0.49% Add +8.2% 353,385 $122.0M
Handelsbanken Fonder AB 0.39% Reduce -19.0% 352,311 $121.7M
Federation des caisses Desjardins du Quebec 0.48% Add +64.8% 350,956 $121.2M
Unisphere Establishment 0.95% No change 350,000 $120.9M
Mn Services Vermogensbeheer B.V. 0.77% Add +1.5% 347,000 $119.8M
KLP Kapitalforvaltning As 0.47% Add +6.0% 345,935 $119.5M
Cetera Investment Advisers 0.14% Add +30.9% 344,520 $119.0M
State of Tennessee, Department of Treasury 0.39% Add +0.2% 341,483 $117.9M
Cibc World Market Inc. 0.24% Add +28.8% 336,679 $116.3M
Smead Capital Management, Inc. 2.20% Add +30.8% 330,118 $114.0M
Truist Financial Corp. 0.15% Reduce -16.9% 328,602 $113.5M
Osaic Holdings, Inc. 0.16% Add +21.6% 338,391 $110.9M
Canoe Financial LP 1.58% Reduce -22.1% 321,051 $110.9M
Simplex Trading, LLC 2.44% Add +77.6% 320,056 $110.5M
State of New Jersey Common Pension Fund D 0.40% Add +2.7% 317,527 $109.6M
Bristol John W & Co. Inc. 1.72% Reduce -1.8% 315,174 $108.8M
Vantage Investment Partners, LLC 7.35% Add +7.5% 311,516 $107.6M
Quantinno Capital Management LP 0.29% Add +111.0% 309,939 $107.0M
Lansforsakringar Fondforvaltning AB (publ) 0.55% Add +7.3% 307,071 $106.0M
Mondrian Investment Partners LTD 1.77% — 306,712 $105.9M
Balyasny Asset Management L.P. 0.22% Add +598.0% 303,724 $104.9M
Fifth Third Bancorp 0.33% Reduce -25.1% 302,916 $104.6M
Resona Asset Management Co.,Ltd. 0.49% Reduce -6.2% 298,441 $103.0M
Rockefeller Capital Management L.P. 0.20% Reduce -12.3% 294,246 $101.6M
Swiss Life Asset Management Ltd 0.52% Add +6.5% 291,853 $100.8M
Public Sector Pension Investment Board 0.36% Add +43.1% 287,132 $99.1M
Employees Retirement System of Texas 0.93% Reduce -1.7% 285,141 $98.5M
First Trust Advisors LP 0.07% Add +187.9% 278,209 $96.1M
8 Knots Management, LLC 10.74% New 275,022 $95.0M
Commonwealth Equity Services, LLC 0.12% Reduce -13.5% 274,284 $94.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.24% Reduce -12.6% 275,286 $94.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.81% Add +0.1% 273,318 $94.4M
Squarepoint Ops LLC 0.20% Reduce -62.5% 266,196 $91.9M
Natixis 0.50% Reduce -82.4% 265,466 $91.7M
Bowie Capital Management, LLC 4.13% Add +9.0% 265,051 $91.5M
Arizona State Retirement System 0.49% Reduce -0.9% 264,963 $91.5M
CIBC Bancorp USA Inc. 0.55% — 264,533 $91.3M
Cerity Partners LLC 0.15% Reduce -14.1% 263,964 $91.1M
Tiaa Trust, National Association 0.22% Add +38.6% 262,244 $90.6M
Cardano Risk Management B.V. 0.96% Reduce -0.6% 261,694 $90.4M
Creative Planning 0.07% Add +9.5% 260,106 $89.8M
M&T Bank Corp 0.30% Reduce -8.2% 260,100 $89.8M
ProShare Advisors LLC 0.19% Reduce -7.4% 258,722 $89.3M
Bristol Gate Capital Partners Inc. 5.22% Add +72.3% 256,127 $88.4M
State of Michigan Retirement System 0.42% Reduce -0.7% 255,119 $88.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +4.3% 253,175 $87.4M
Harvest Portfolios Group Inc. 1.60% Add +30.4% 251,281 $86.8M
Banque Pictet & Cie SA 0.87% Add +3.7% 250,954 $86.7M
Hudson Bay Capital Management LP 0.61% Reduce -25.7% 250,000 $86.3M
Calamos Advisors LLC 0.50% Reduce -14.0% 246,883 $85.2M
Nisa Investment Advisors, LLC 0.33% Reduce -2.1% 246,430 $85.1M
Bank Pictet & Cie (Europe) AG 1.69% Add +1.4% 245,730 $84.9M
Lord, Abbett & Co. LLC 0.26% Add +0.1% 241,751 $83.5M
Westfield Capital Management Co. LP 0.35% Add +4.8% 241,010 $83.2M
Acadian Asset Management LLC 0.14% Reduce -26.4% 237,056 $81.8M
Cullen Capital Management, LLC 0.89% New 236,676 $81.7M
AXA Investment Managers S.A. 0.22% — 236,059 $81.5M
Candriam S.C.A. 0.42% Add +19.5% 233,272 $80.5M
Czech National Bank 0.55% Add +3.7% 230,023 $79.4M
Mirae Asset Global Investments Co., Ltd. 0.25% Add +48.3% 229,673 $79.3M
Teacher Retirement System of Texas 0.32% Reduce -37.2% 228,681 $79.0M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Reduce -71.2% 227,853 $78.7M
Daiwa Securities Group Inc. 0.27% Add +1.2% 226,674 $78.3M
MetLife Investment Management, LLC 0.37% Reduce -2.8% 224,787 $77.6M
Intermede Investment Partners Ltd 3.14% New 221,102 $76.3M
Homestead Advisers Corp 1.81% Add +14.7% 220,500 $76.1M
Cincinnati Insurance Co. 1.18% No change 220,081 $76.0M
Marshall Wace, LLP 0.08% Reduce -81.0% 219,321 $75.7M
Forsta Ap-Fonden 0.45% Add +2.7% 217,500 $75.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.38% Reduce -2.3% 217,485 $75.1M
Great Lakes Advisors, LLC 0.62% Reduce -38.2% 214,769 $74.2M
Factory Mutual Insurance Co. 0.71% No change 212,400 $73.3M
Focus Partners Wealth 0.12% Reduce -10.5% 211,562 $73.1M
Zacks Investment Management 0.58% Add +69.9% 211,123 $72.9M
Employees Provident Fund Board 0.58% No change 210,000 $72.5M
ASR Vermogensbeheer N.V. 0.88% Add +0.7% 209,795 $72.4M
Janney Montgomery Scott LLC 0.17% Add +5.1% 209,428 $72.3M
Parnassus Investments, LLC 0.17% Add +0.1% 208,917 $72.1M
Border to Coast Pensions Partnership Ltd 1.25% Add +14.2% 207,338 $71.6M
Solel Partners LP 13.72% Add +10.1% 206,527 $71.3M
Appaloosa 0.95% Reduce -91.7% 203,500 $70.3M
Gateway Investment Advisers LLC 0.68% Add +0.6% 203,454 $70.3M
Lido Advisors, LLC 0.29% Add +16.5% 200,656 $69.3M
Pentwater Capital Management LP 0.62% Reduce -79.5% 200,000 $69.1M
Primecap Management Co. 0.05% Reduce -40.6% 199,982 $69.1M
Loomis Sayles & Co. L P 0.08% Reduce -65.8% 199,832 $69.0M
Van Eck Associates Corp. 0.06% Add +3.7% 196,810 $68.0M
South Dakota Investment Council 1.32% Add +55.3% 196,526 $67.9M
Comerica Bank 0.25% Reduce -7.6% 192,136 $66.3M
MAI Capital Management 0.41% Reduce -14.8% 191,138 $66.0M
Bartlett & Co. Wealth Management LLC 0.84% Add +7.2% 182,792 $63.1M
Ilmarinen Mutual Pension Insurance Co 0.47% No change 180,600 $62.4M
Millennium Management 0.05% Reduce -40.7% 180,479 $62.3M
Scotia Capital Inc. 0.27% Add +7.1% 180,352 $62.3M
IFM Investors Pty Ltd 0.54% Reduce -0.5% 178,952 $61.6M
Yacktman Asset Management 0.83% Add +35.3% 174,588 $60.3M
Munich Reinsurance Co Stock Corp in Munich 1.51% — 174,538 $60.3M
IMC-Chicago, LLC 1.06% Reduce -39.6% 173,699 $60.0M
Cresset Asset Management, LLC 0.26% Add +1.9% 172,686 $59.6M
Amalgamated Bank 0.42% Reduce -1.8% 172,127 $59.4M
Bellevue Group AG 1.22% Add +19.5% 170,057 $58.7M
Ieq Capital, LLC 0.18% Add +131.8% 169,881 $58.7M
Greenwoods Asset Management Hong Kong Ltd. 1.30% New 167,432 $57.8M
Allspring Global Investments Holdings, LLC 0.09% Reduce -39.1% 165,094 $57.5M
Cornerstone Investment Partners, LLC 2.40% Add +11.8% 166,212 $57.4M
NorthCoast Asset Management LLC 0.22% Reduce -14.9% 166,206 $57.4M
Evelyn Partners Investment Management LLP 1.63% Reduce -8.4% 165,792 $57.2M
Sterling Capital Management LLC 0.84% Reduce -10.9% 165,082 $57.0M
Keybank National Association 0.20% Reduce -11.8% 160,983 $55.6M
Cwm, LLC 0.17% Add +20.3% 160,487 $55.4M
Liberty One Investment Management, LLC 3.12% Add +95.6% 160,408 $55.4M
Leith Wheeler Investment Counsel Ltd. 3.70% Add +234.8% 158,308 $54.7M
Boston Trust Walden Corp 0.40% Reduce -23.6% 155,900 $53.8M
Parsifal Capital Management, LP 4.97% Reduce -16.5% 154,600 $53.4M
Assetmark, Inc. 0.11% Add +15.8% 153,961 $53.2M
Donaldson Capital Management, LLC 1.68% Add +5.2% 153,730 $53.1M
Mawer Investment Management Ltd. 0.27% Reduce -85.6% 152,305 $52.6M
Utah Retirement Systems 0.50% Reduce -0.5% 150,379 $51.9M
NS Partners Ltd 2.00% Add +19.1% 149,512 $51.6M
Sanctuary Advisors, LLC 0.29% Add +17.9% 147,875 $51.1M
Vaughan David Investments LLC 1.09% Add +1.1% 146,839 $50.7M
Police & Firemen's Retirement System of New Jersey 0.41% Add +6.1% 146,650 $50.6M
Robeco Institutional Asset Management B.V. 0.07% Reduce -27.7% 146,195 $50.5M
Mercer Global Advisors Inc. 0.08% New 145,658 $50.3M
Evercore Wealth Management, LLC 0.74% Reduce -53.0% 145,535 $50.3M
Varma Mutual Pension Insurance Co 0.32% Add +15.8% 145,462 $50.2M
MML Investors Services, LLC 0.13% Reduce -22.9% 145,349 $50.2M
Seizert Capital Partners, LLC 2.17% Add +7.7% 145,328 $50.2M
Kestra Advisory Services, LLC 0.23% Add +38.3% 143,949 $49.7M
TD Waterhouse Canada Inc. 0.32% Reduce -0.9% 141,383 $49.3M
Pinebridge Investments, L.P. 0.37% Add +4.1% 142,562 $49.2M
Generate Investment Management Ltd 2.50% Add +5.5% 142,486 $49.2M
Gradient Investments LLC 0.82% Add +14.9% 141,503 $48.9M
Baird Financial Group, Inc. 0.08% Reduce -18.6% 140,386 $48.5M
Long Focus Capital Management, LLC 2.75% Add +167.7% 139,200 $48.1M
Sarasin & Partners LLP 0.47% Reduce -77.0% 139,226 $48.1M
Xponance LLC 0.38% Reduce -4.6% 138,656 $47.9M
Hollencrest Capital Management 1.70% Reduce -0.1% 135,932 $46.9M
Penn Davis McFarland Inc. 4.84% Add +0.9% 135,687 $46.9M
Tidal Investments LLC 0.20% Add +71.9% 134,167 $46.3M
Vident Advisory, LLC 0.45% Add +5.1% 133,318 $46.0M
Glenmede Investment Management, LP 0.22% Add +6.1% 132,999 $45.9M
Riverbridge Partners LLC 0.77% Reduce -3.4% 132,583 $45.8M
Blair William & Co. 0.12% Reduce -45.6% 132,138 $45.6M
O'shaughnessy Asset Management, LLC 0.27% Add +23.3% 131,631 $45.5M
Pathstone Holdings, LLC 0.17% Add +3.3% 131,242 $45.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.26% Reduce -40.0% 130,610 $45.1M
Aureus Asset Management, LLC 2.92% Add +18.9% 129,842 $44.8M
Country Trust Bank 0.95% Add +10.6% 125,401 $43.3M
W1M Asset Management Ltd 3.09% Add +5.6% 125,120 $43.2M
Alpha Cubed Investments, LLC 1.50% Add +250.5% 124,682 $43.1M
State of Alaska, Department of Revenue 0.44% Reduce -3.8% 124,615 $43.0M
Captrust Financial Advisors 0.09% Add +11.1% 123,325 $42.6M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -6.5% 123,007 $42.5M
New York Life Investment Management LLC 0.37% Reduce -1.5% 122,985 $42.5M
Estuary Capital Management LP 7.54% Add +6.9% 122,935 $42.4M
Teachers Retirement System of the State of Kentucky 0.32% Add +7.4% 122,360 $42.3M
ING Groep NV 0.23% Reduce -1.7% 121,966 $42.1M
CapitalatWork S.A. 1.22% Reduce -0.1% 120,758 $41.7M
Erste Asset Management GmbH 0.40% Reduce -21.6% 120,290 $41.7M
Elo Mutual Pension Insurance Co 0.68% Add +1.7% 120,501 $41.6M
Ofi Invest Asset Management 0.87% Add +97.2% 140,727 $41.4M
Woodline Partners LP 0.19% Add +160.9% 119,695 $41.3M
AE Wealth Management LLC 0.26% Add +1.6% 119,660 $41.3M
Nan Shan Life Insurance Co., Ltd. 0.88% Reduce -1.1% 119,568 $41.3M
Formuepleje A/S 2.32% Reduce -12.7% 118,961 $41.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.49% Reduce -0.5% 118,472 $40.9M
NEOS Investment Management LLC 0.31% Add +44.3% 117,989 $40.7M
Clifford Swan Investment Counsel LLC 1.35% Add +10.0% 117,731 $40.7M
Fisher Funds Management LTD 1.07% Reduce -34.4% 117,641 $40.6M
Nissay Asset Management Corp. /Japan 0.22% Reduce -0.1% 117,460 $40.6M
Public Employees Retirement Association of Colorado 0.15% Reduce -3.1% 116,443 $40.2M
Warther Private Wealth, LLC 9.46% Add +12.8% 115,756 $40.0M
Obermeyer Wealth Partners 1.85% Add +0.8% 114,211 $39.4M
Virtu Financial LLC 2.17% New 111,877 $38.6M
Steward Partners Investment Advisory, LLC 0.22% Add +2.9% 111,462 $38.5M
Jones Financial Companies LLLP 0.03% Add +12.2% 111,628 $38.4M
Achmea Investment Management B.V. 0.47% Reduce -1.1% 109,766 $37.9M
Vanguard Personalized Indexing Management, LLC 0.39% Add +8.4% 108,919 $37.6M
NewEdge Advisors, LLC 0.17% Reduce -5.5% 108,795 $37.6M
&partners 0.24% Reduce -18.8% 108,323 $37.3M
Atalanta Sosnoff Capital, LLC 0.71% Add +13969.8% 107,915 $37.3M
Schonfeld Strategic Advisors LLC 0.26% Add +616.4% 106,866 $36.9M
Mediolanum International Funds Ltd 0.38% Reduce -42.8% 105,962 $36.6M
Carnegie Investment Counsel 0.69% Add +2.2% 105,621 $36.5M
Bridges Investment Management Inc. 0.46% Reduce -65.6% 104,448 $36.1M
Oregon Public Employees Retirement Fund 0.47% Add +32.1% 103,508 $35.7M
BI Asset Management Fondsmaeglerselskab A/S 0.32% Add +3.7% 109,377 $35.7M
HRT Financial LP 0.13% Reduce -32.3% 102,959 $35.6M
Mutual of America Capital Management LLC 0.37% Reduce -7.9% 102,399 $35.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -40.3% 102,051 $35.2M
Rafferty Asset Management, LLC 0.11% Add +4.8% 100,532 $34.7M
National Philanthropic Trust 0.39% Add +0.6% 100,441 $34.7M
Ilex Capital Partners (UK) LLP 1.11% Add +2928.6% 100,397 $34.7M
Conning Inc. 1.21% Reduce -15.7% 100,304 $34.6M
OP Asset Management Ltd 0.45% Add +1.3% 99,283 $34.3M
QRG Capital Management, Inc. 0.41% Reduce -27.9% 97,305 $33.6M
Orion Porfolio Solutions, LLC 0.26% Add +18.9% 96,943 $33.5M
Montanova Capital, LLC 1.01% Add +41.5% 96,220 $33.2M
Sit Investment Associates Inc. 0.67% Add +3.4% 96,185 $33.2M
Yousif Capital Management, LLC 0.35% Reduce -4.1% 95,894 $33.1M
Pacer Advisors, Inc. 0.09% Add +27.9% 95,038 $32.8M
Ninety One UK Ltd 0.07% Reduce -9.7% 94,913 $32.8M
Allworth Financial LP 0.14% Add +3.5% 94,077 $32.5M
Sumitomo Mitsui Financial Group, Inc. 0.57% Add +32.6% 94,034 $32.5M
Tocqueville Asset Management L.P. 0.47% Reduce -28.9% 92,738 $32.0M
Walleye Capital LLC 0.29% Reduce -27.5% 92,069 $31.8M
Ethic Inc. 0.52% Add +0.3% 91,552 $31.6M
Wealthfront Advisers LLC 0.07% Add +44.6% 90,587 $31.3M
Generali Powszechne Towarzystwo Emerytalne 6.05% New 90,350 $31.2M
Prudential PLC 0.23% Reduce -7.3% 89,444 $30.9M
TCTC Holdings, LLC 0.90% Add +6.1% 87,829 $30.3M
Nordea Investment Management AB 0.03% Reduce -42.6% 87,776 $30.3M
B. Metzler seel. Sohn & Co. AG 0.27% Add +68.0% 87,684 $30.3M
Coho Partners, Ltd. 3.87% Reduce -42.9% 87,285 $30.1M
Raiffeisen Bank International AG 0.40% Add +21.1% 86,928 $30.0M
Academy Capital Management 4.26% Reduce -53.9% 86,451 $29.9M
AEGON ASSET MANAGEMENT UK Plc 0.35% Add +58.3% 86,135 $29.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.77% Add +63.6% 85,992 $29.7M
Tokio Marine Asset Management Co. Ltd. 1.05% Reduce -5.4% 85,693 $29.6M
Trajan Wealth LLC 1.27% Add +33.9% 85,293 $29.5M
Quintet Private Bank (Europe) S.A. 1.65% Add +2.2% 85,197 $29.4M
Smith Chas P & Associates Pa Cpas 2.48% Reduce -27.3% 82,889 $28.6M
Palisade Asset Management, LLC 2.66% Add +10.5% 82,824 $28.6M
Port Capital LLC 1.19% Reduce -2.9% 82,659 $28.5M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -17.6% 82,543 $28.5M
GW&K Investment Management, LLC 0.25% Add +1891.8% 82,319 $28.4M
Snowden Capital Advisors LLC 0.76% Add +197.2% 80,416 $27.8M
Heritage Investors Management Corp. 0.82% Add +0.3% 79,676 $27.5M
Guggenheim Capital LLC 0.20% Reduce -2.1% 79,534 $27.5M
Cullen/Frost Bankers, Inc. 0.32% Reduce -27.1% 79,459 $27.4M
PEAK6 LLC 0.69% Add +322.9% 79,435 $27.4M
Nearwater Capital Markets, Ltd 0.36% Reduce -30.7% 79,000 $27.3M
Scopia Capital Management LP 3.80% Add +0.0% 78,333 $27.0M
Coronation Fund Managers Ltd. 1.41% Add +96.0% 78,149 $27.0M
Commerce Bank 0.15% Reduce -18.5% 77,130 $26.6M
Pinnacle Financial Partners Inc 0.64% Reduce -48.5% 77,007 $26.6M
Cercano Management LLC 1.02% Reduce -48.1% 76,615 $26.5M
Marco Investment Management LLC 2.01% Add +36.9% 76,165 $26.3M
D.A. Davidson & Co. 0.17% Add +33.3% 75,736 $26.2M
AltraVue Capital, LLC 2.17% Reduce -3.0% 75,620 $26.1M
Allianz SE 0.55% Add +2.1% 75,618 $26.1M
Mizuho Markets Americas LLC 0.55% No change 75,000 $25.9M
BloombergSen Inc. 2.20% Reduce -1.0% 74,930 $25.9M
ArrowMark Colorado Holdings LLC 0.48% Add +22.5% 74,820 $25.8M
UniSuper Management Pty Ltd 0.16% Add +39.9% 74,583 $25.8M
Empowered Funds, LLC 0.26% Reduce -16.3% 74,553 $25.7M
Commerzbank Aktiengesellschaft 0.53% Add +34.1% 74,219 $25.6M
Douglas Lane & Associates, LLC 0.36% Reduce -4.1% 74,074 $25.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% Add +67.8% 73,896 $25.5M
Vontobel Holding Ltd. 0.08% Add +28.6% 72,788 $25.1M
Arnhold LLC 2.09% Reduce -1.1% 72,417 $25.0M
SP Asset Management LLC 1.98% Reduce -45.9% 72,302 $25.0M
Beacon Pointe Advisors, LLC 0.21% Add +18.1% 71,353 $24.6M
U.S. Capital Wealth Advisors, LLC 0.66% Add +93.2% 70,908 $24.5M
Ironvine Capital Partners, LLC 2.43% Reduce -0.1% 70,647 $24.4M
Aptus Capital Advisors, LLC 0.22% Reduce -5.8% 69,498 $24.0M
Investment House LLC 1.14% Add +129.5% 69,385 $24.0M
Federated Hermes, Inc. 0.04% Add +2.3% 69,290 $23.9M
Aware Super Pty Ltd as trustee of Aware Super 0.33% No change 68,959 $23.8M
Private Advisor Group, LLC 0.12% Add +8.8% 68,707 $23.7M
Ossiam 0.30% Add +13537.0% 68,185 $23.5M
Canada Post Corp Registered Pension Plan 1.04% Add +167.5% 67,699 $23.4M
Bridgeway Capital Management, LLC 0.49% Add +0.4% 66,023 $22.8M
Panagora Asset Management Inc. 0.09% Reduce -86.9% 65,813 $22.7M
Stock Yards Bank & Trust Co. 0.71% Reduce -13.4% 65,771 $22.7M
Cornerstone Advisors, LLC 0.75% Reduce -1.9% 65,703 $22.7M
Woodbridge Co Ltd 0.05% No change 65,300 $22.5M
Epoch Investment Partners, Inc. 0.12% Reduce -40.6% 65,034 $22.5M
Groupama Asset Managment 0.33% Add +3.5% 64,882 $22.4M
Auxier Asset Management LLC 3.14% Add +0.5% 64,868 $22.4M
Wesbanco Bank Inc. 0.62% Add +0.2% 64,752 $22.4M
Causeway Capital Management LLC 0.29% New 64,603 $22.3M
Horizon Investments, LLC 0.29% Add +170.9% 64,374 $22.2M
Investment Management Corp of Ontario 0.34% Add +108.4% 64,213 $22.2M
Banco Santander, S.A. 0.20% Reduce -24.5% 64,146 $22.1M
DSG Capital Advisors, LLC 3.52% Add +2.0% 63,967 $22.1M
Bailard, Inc. 0.48% Reduce -14.2% 63,909 $22.1M
Avanza Fonder AB 0.57% Add +3.2% 63,854 $22.0M
Eversept Partners, LP 1.66% Add +3.4% 62,820 $21.7M
Community Trust & Investment Co. 1.17% Add +1.6% 62,664 $21.6M
Rhenman & Partners Asset Management AB 2.39% Add +105.5% 62,530 $21.6M
Norinchukin Bank, The 0.29% Reduce -11.5% 62,442 $21.6M
Farmers & Merchants Investments Inc. 0.61% Reduce -5.8% 61,930 $21.4M
Wesleyan Assurance Society 1.27% Reduce -0.4% 61,295 $21.2M
Northwest & Ethical Investments L.P. 0.50% Reduce -3.7% 61,079 $21.1M
Galvin, Gaustad & Stein, LLC 1.74% Reduce -22.7% 60,979 $21.1M
Mill Capital Management, LLC 1.54% Add +19.5% 60,118 $20.8M
Fiduciary Trust Co 0.23% Reduce -10.4% 59,705 $20.6M
Atria Investments, Inc 0.23% Add +7.4% 59,521 $20.6M
Vinva Investment Management Ltd 0.40% Add +3.9% 59,317 $20.5M
Mizuho Securities USA LLC 0.41% Add +5.2% 65,963 $20.4M
Maple Rock Capital Partners Inc. 0.82% New 59,100 $20.4M
Mesirow Financial Investment Management, Inc. 0.36% Add +0.5% 58,453 $20.2M
Boone Capital Management LLC 6.58% No change 58,112 $20.1M
Illinois Municipal Retirement Fund 0.25% Reduce -2.5% 57,734 $19.9M
Huntington National Bank 0.16% Reduce -25.0% 57,599 $19.9M
Systematic Alpha Investments, LLC 0.65% No change 57,323 $19.8M
Kentucky Retirement Systems 0.55% Reduce -3.1% 57,133 $19.7M
Torray Investment Partners LLC 2.77% Add +15.8% 57,106 $19.7M
Diversify Advisory Services, LLC 0.66% Add +18.7% 58,841 $19.6M
LMR Partners LLP 0.38% Add +174.9% 56,856 $19.6M
BLKBRD Asset Management, LP 5.46% New 56,763 $19.6M
Advisory Services Network, LLC 0.29% Add +1.9% 56,700 $19.6M
Novare Capital Management LLC 1.49% Add +5.6% 56,511 $19.5M
BLI - Banque de Luxembourg Investments 0.57% Reduce -47.7% 56,220 $19.4M
RBF Capital, LLC 0.87% No change 55,000 $19.0M
Peapack Gladstone Financial Corp. 0.25% Reduce -13.8% 54,784 $18.9M
Sequoia Financial Advisors, LLC 0.11% Add +4.7% 54,133 $18.7M
Jain Global LLC 0.26% Add +36.4% 54,055 $18.7M
Hemenway Trust Co LLC 1.41% Add +0.5% 53,523 $18.5M
First Long Island Investors, LLC 1.37% Reduce -0.8% 53,313 $18.4M
Cumberland Partners Ltd 1.20% New 53,222 $18.4M
Hartford Investment Management Co. 0.55% Reduce -3.0% 53,063 $18.3M
Intech Investment Management LLC 0.16% Reduce -79.6% 52,922 $18.3M
Owl Creek Asset Management, L.P. 2.07% Add +185.0% 52,871 $18.3M
Andra AP-fonden 0.23% Reduce -48.1% 52,700 $18.2M
Benjamin Edwards Inc. 0.21% Add +20.5% 52,604 $18.2M
Patten & Patten Inc. 1.07% Add +1.3% 52,589 $18.2M
Premier Fund Managers Ltd 0.74% New 52,128 $18.0M
QV Investors Inc. 1.55% Add +77.7% 51,794 $17.9M
Florida Trust Wealth Management Co 0.51% Reduce -8.9% 51,484 $17.8M
Associated Banc-Corp 0.46% Reduce -6.3% 50,855 $17.6M
Allen Mooney & Barnes Investment Advisors LLC 2.74% Add +23.8% 50,837 $17.6M
Adams Diversified Equity Fund, Inc. 0.59% No change 50,800 $17.5M
Cohen Capital Management, Inc. 2.71% No change 50,417 $17.4M
Callan Family Office, LLC 0.55% Reduce -7.3% 50,224 $17.3M
Blue Chip Partners, LLC 1.30% Reduce -0.7% 50,167 $17.3M
Haverford Trust Co 0.16% Reduce -13.4% 50,086 $17.3M
Old National Bancorp 0.30% Reduce -6.7% 50,072 $17.3M
Leonteq Securities AG 0.92% Add +9.7% 50,059 $17.3M
Torno Capital, LLC 2.29% New 50,000 $17.3M
Moore Capital Management, LP 0.35% Reduce -35.4% 50,000 $17.3M
MUFG Securities EMEA plc 0.43% Add +1762.6% 49,936 $17.2M
Callahan Advisors, LLC 1.46% Add +3.0% 49,672 $17.2M
Oppenheimer & Co. Inc. 0.21% Reduce -12.3% 49,604 $17.1M
Dorsey & Whitney Trust CO LLC 0.90% Add +6.2% 49,433 $17.1M
Polaris Capital Management, LLC 1.12% Reduce -2.4% 49,312 $17.0M
Fulton Breakefield Broenniman LLC 1.10% Reduce -10.4% 49,127 $17.0M
World Investment Advisors 0.35% Reduce -2.6% 48,925 $16.9M
Oppenheimer Asset Management Inc. 0.19% Add +15.2% 48,745 $16.8M
D'Orazio & Associates, Inc. 2.22% Add +0.6% 48,645 $16.8M
Baillie Gifford & Co. 0.01% Reduce -93.0% 48,645 $16.8M
UNIVEST FINANCIAL Corp 0.93% Add +41.0% 48,250 $16.7M
Man Group plc 0.03% Reduce -57.8% 48,238 $16.7M
Metis Global Partners, LLC 0.39% Reduce -5.9% 48,030 $16.6M
683 Capital Management, LLC 1.58% Reduce -13.5% 48,000 $16.6M
Marks Group Wealth Management, Inc 1.53% Add +143.1% 47,802 $16.5M
Louisiana State Employees Retirement System 0.28% Reduce -0.8% 47,500 $16.4M
FineMark National Bank & Trust 0.54% Reduce -7.2% 47,494 $16.4M
Soros Fund Management 0.37% Reduce -52.6% 47,430 $16.4M
JPL Wealth Management, LLC 3.87% Add +7.6% 47,230 $16.3M
Beryl Capital Management LLC 31.18% New 47,000 $16.2M
Capital Group Private Client Services, Inc. 0.27% Reduce -79.5% 46,689 $16.1M
Gulf International Bank (UK) Ltd 0.52% Reduce -1.8% 46,187 $15.9M
First Financial Bankshares Inc 0.33% Add +13.0% 46,142 $15.9M
Gotham Asset Management 0.07% Reduce -32.5% 46,064 $15.9M
Parallax Volatility Advisers, L.P. 0.54% Reduce -18.9% 46,057 $15.9M
Midwest Trust Co 0.21% Reduce -31.5% 46,010 $15.9M
Appleton Partners Inc. 1.06% Reduce -9.2% 45,745 $15.8M
CapWealth Advisors, LLC 1.42% Add +5415.7% 45,615 $15.8M
Maryland State Retirement & Pension System 0.33% Add +2.6% 45,366 $15.7M
Johnson Investment Counsel Inc. 0.13% Reduce -31.6% 45,210 $15.6M
Diversified Trust Co. 0.31% Reduce -2.8% 45,018 $15.5M
HB Wealth Management, LLC 0.11% Reduce -8.2% 44,932 $15.5M
Argent Capital Management LLC 0.42% Add +5564.4% 44,862 $15.5M
Eagle Global Advisors LLC 0.59% Reduce -10.2% 44,459 $15.4M
Whittier Trust Co. 0.17% Reduce -7.0% 42,522 $15.3M
Rathbones Group PLC 0.06% Reduce -10.5% 44,330 $15.3M
GDS Wealth Management 1.01% Reduce -10.7% 44,252 $15.3M
Taikang Asset Management (Hong Kong) Co Ltd 1.69% Add +155.9% 43,903 $15.2M
Bokf, NA 0.23% Reduce -8.5% 43,798 $15.1M
Securian Asset Management, Inc. 0.40% Reduce -7.8% 43,739 $15.1M
DDD Partners, LLC 0.95% Add +90.4% 43,388 $15.0M
Advisors Asset Management, Inc. 0.25% Add +15.6% 43,368 $15.0M
Wolverine Trading, LLC 0.30% Add +5.2% 43,079 $14.9M
Aristotle Atlantic Partners, LLC 0.43% Reduce -0.5% 42,992 $14.8M
Exencial Wealth Advisors, LLC 0.48% Reduce -5.0% 42,794 $14.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% Reduce -66.8% 42,000 $14.5M
Prospera Financial Services Inc 0.25% Reduce -0.6% 41,817 $14.4M
TCV Trust & Wealth Management, Inc. 1.20% Add +0.5% 41,539 $14.3M
S&co Inc. 0.88% Reduce -9.3% 41,526 $14.3M
UNICOM Systems, Inc. 1.41% No change 41,434 $14.3M
GFS Advisors, LLC 1.83% Add +185.7% 41,432 $14.3M
Vestcor Inc 0.42% Reduce -7.6% 41,050 $14.2M
New Mexico Educational Retirement Board 0.44% Reduce -4.7% 41,020 $14.2M
Phoenix Financial Ltd. 0.17% Add +108.5% 41,395 $14.1M
Wealthcare Capital Partners, LLC 6.32% Add +0.1% 39,847 $13.8M
Danica Pension, Livsforsikringsaktieselskab 0.21% Add +17.0% 39,760 $13.7M
Kingsview Wealth Management, LLC 0.21% Reduce -0.8% 39,611 $13.7M
First Eagle Investment Management, LLC 0.02% Add +9.5% 39,287 $13.6M
Polymer Capital Management (HK) LTD 1.87% New 38,936 $13.4M
Focus Financial Network, Inc. 0.48% Reduce -0.1% 38,915 $13.4M
E. Ohman J:or Asset Management AB 0.31% No change 38,733 $13.4M
Daiichi Life Insurance Co., Ltd. 0.34% Reduce -24.2% 38,716 $13.4M
Kelly Lawrence W & Associates Inc. 3.31% Reduce -0.3% 38,679 $13.4M
Liontrust Investment Partners LLP 0.19% Reduce -7.4% 38,396 $13.3M
OneDigital Investment Advisors LLC 0.13% Reduce -2.7% 37,941 $13.1M
Skye Global Management LP 0.26% New 37,800 $13.1M
GF Fund Management Co. LTD. 0.23% Reduce -64.7% 37,211 $12.8M
Centric Wealth Management 2.86% Reduce -29.2% 37,585 $12.8M
Foyston, Gordon & Payne Inc 2.79% Reduce -24.0% 37,001 $12.8M
New Age Alpha Advisors, LLC 0.54% Add +3.6% 36,827 $12.7M
Arax Advisory Partners 0.18% Add +365.1% 36,554 $12.6M
Private Capital Advisors, Inc. 1.40% Reduce -3.2% 36,465 $12.6M
Argent Trust Co 0.45% Add +3.5% 36,426 $12.6M
JLB & Associates Inc. 1.65% Reduce -2.1% 36,347 $12.6M
First Citizens Bank & Trust Co. 0.27% Reduce -24.0% 36,205 $12.5M
Hyperion Capital Advisors LP 6.65% Add +42.1% 36,032 $12.4M
Scharf Investments, LLC 0.31% Add +21.7% 35,850 $12.4M
Choreo, LLC 0.16% Add +3.3% 35,750 $12.3M
CENTRAL TRUST Co 0.26% Reduce -16.9% 35,576 $12.3M
Oberndorf William E 16.55% New 35,553 $12.3M
GAM Holding AG 0.76% Add +13.8% 35,490 $12.3M
Himension Capital (singapore) Pte. LTD. 0.75% Add +14.3% 35,464 $12.2M
Longaeva Partners L.P. 2.65% New 35,461 $12.2M
Equitable Trust Co. 0.56% Reduce -24.3% 35,445 $12.2M
Level Four Advisory Services, LLC 0.42% Add +10.6% 35,321 $12.2M
Temasek Holdings (Private) Ltd 0.04% New 35,300 $12.2M
Thompson Investment Management, Inc. 1.63% Add +6.2% 35,273 $12.2M
Empirical Finance, LLC 0.58% Add +0.9% 35,092 $12.1M
Kestra Private Wealth Services, LLC 0.16% Add +12.4% 35,059 $12.1M
Elwood Capital Partners LP 11.06% No change 35,028 $12.1M
Ranmore Fund Management Ltd 3.27% Reduce -20.4% 35,000 $12.1M
Regions Financial Corp. 0.08% Reduce -79.0% 34,753 $12.0M
Apollon Wealth Management, LLC 0.21% Add +25.6% 34,591 $11.9M
Los Angeles Capital Management LLC 0.04% Add +8.3% 34,470 $11.9M
First National Trust Co 0.41% Reduce -10.7% 34,234 $11.8M
Hendershot Investments Inc. 1.48% Reduce -8.0% 34,117 $11.8M
Shelton Capital Management 0.25% Reduce -0.5% 34,072 $11.8M
Stamos Capital Partners, L.P. 2.21% Reduce -39.7% 33,979 $11.7M
Dividend Assets Capital, LLC 2.04% Add +14.1% 33,740 $11.7M
NewEdge Wealth, LLC 0.17% Reduce -39.4% 35,537 $11.6M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -48.3% 33,492 $11.6M
Madison Asset Management, LLC 0.13% Add +32.1% 33,433 $11.5M
Pinnacle Associates Ltd. 0.15% Reduce -4.7% 33,320 $11.5M
Harber Asset Management LLC 4.24% Reduce -8.9% 33,227 $11.5M
SteelPeak Wealth, LLC 0.38% Add +229.2% 33,151 $11.4M
Allstate Corp. 0.26% Add +1783.1% 33,086 $11.4M
UMB Bank, n.a. 0.17% Reduce -25.2% 33,054 $11.4M
United Capital Financial Advisors, LLC 0.08% Add +10.8% 32,787 $11.3M
Capital International Sarl 0.19% Reduce -5.8% 32,596 $11.3M
Sona Asset Management (us) LLC 1.44% Add +62.5% 32,500 $11.2M
Bleakley Financial Group, LLC 0.26% Add +42.9% 32,422 $11.2M
Stephens Inc. 0.14% Add +9.1% 31,801 $11.0M
Independent Advisor Alliance 0.29% Add +28.2% 31,977 $11.0M
Pine Valley Investments Ltd Liability Co 0.58% Reduce -11.1% 31,969 $11.0M
Colonial Trust Advisors 0.84% Reduce -18.7% 31,734 $11.0M
Live Oak Private Wealth LLC 1.52% Reduce -9.6% 31,688 $10.9M
Siemens Fonds Invest GmbH 0.60% Add +2.4% 31,659 $10.9M
Meiji Yasuda Asset Management Co Ltd. 0.52% Reduce -1.2% 31,578 $10.9M
HighPoint Advisor Group LLC 0.52% Add +39.7% 31,566 $10.9M
Rakuten Investment Management, Inc. 0.04% — 26,284 $10.9M
Washington Trust Bank 0.79% Reduce -1.3% 31,173 $10.8M
Petredis Investment Advisors LLC 0.86% Reduce -2.0% 31,142 $10.8M
Blue Whale Capital LLP 0.59% Reduce -70.2% 31,111 $10.7M
Bryn Mawr Trust Advisors, LLC 0.53% Add +7.7% 31,000 $10.7M
Stratos Wealth Partners, LTD. 0.13% Add +15.1% 30,940 $10.7M
AG2R La Mondiale Gestion D'actifs 0.55% No change 34,132 $10.6M
Bradley Foster & Sargent Inc. 0.16% Reduce -49.0% 30,818 $10.6M
Great Valley Advisor Group, Inc. 0.21% Reduce -22.1% 30,588 $10.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.10% Add +6.1% 30,555 $10.6M
North Star Asset Management Inc. 0.43% Add +8.0% 30,465 $10.5M
AustralianSuper Pty Ltd 0.05% Reduce -78.0% 30,458 $10.5M
Bragg Financial Advisors, Inc 0.35% Reduce -3.3% 30,399 $10.5M
Kinsale Capital Group, Inc. 1.90% Add +10.8% 30,106 $10.4M
Kennedy Capital Management LLC 0.23% Reduce -41.6% 30,106 $10.4M
Gryphon Financial Partners LLC 1.18% Add +312.9% 30,063 $10.4M
Symmetry Investments LP 0.84% Add +331.9% 30,001 $10.4M
Rovida Advisors Inc. 8.93% Add +100.0% 30,000 $10.4M
GC Wealth Management RIA, LLC 0.34% Add +69.9% 29,920 $10.3M
Stonebridge Capital Advisors LLC 0.74% Reduce -0.2% 29,890 $10.3M
Violich Capital Management, Inc. 1.22% Add +0.7% 29,800 $10.3M
Strong Tower Advisory Services 1.94% Add +35.9% 29,602 $10.2M
Principal Securities, Inc. 0.17% Reduce -1.4% 29,447 $10.2M
Simplify Asset Management Inc. 0.21% Add +624.8% 29,360 $10.1M
Meeder Asset Management Inc. 0.58% Add +6461.3% 29,329 $10.1M
Atlantic Union Bankshares Corp 0.19% Add +10.4% 29,298 $10.1M
Chesley Taft & Associates LLC 0.43% Reduce -11.3% 29,137 $10.1M
Wedbush Securities Inc. 0.33% Add +4.1% 29,007 $10.0M
Guardian Capital LP 0.32% Add +39.5% 28,995 $10.0M
Buck Wealth Strategies, LLC 1.37% Add +7.8% 28,979 $10.0M
Northwestern Mutual Investment Management Company, LLC 0.14% Reduce -0.3% 28,865 $10.0M
Soltis Investment Advisors LLC 0.69% Add +4.6% 28,726 $9.9M
Ferguson Wellman Capital Management, Inc. 0.16% Reduce -14.4% 28,314 $9.8M
Waverly Advisors, LLC 0.10% Add +0.9% 28,297 $9.8M
Kesler, Norman & Wride, LLC 1.91% Add +295.1% 19,210 $9.7M
Summit Trail Advisors, LLC 0.13% Add +53.1% 28,132 $9.7M
Westpac Banking Corp. 0.60% Reduce -21.9% 28,076 $9.7M
LGT Fund Management Co Ltd. 0.78% Add +811.3% 27,793 $9.7M
Quadrant Capital Group LLC 0.31% Add +84.3% 27,805 $9.6M
Trillium Asset Management, LLC 0.25% Reduce -0.4% 27,769 $9.6M
Park Avenue Securities LLC 0.07% New 27,600 $9.5M
Citizens Financial Group Inc. 0.13% Reduce -35.9% 27,503 $9.5M
Redwood Capital Management, LLC 1.06% New 27,500 $9.5M
Heritage Trust Co 1.00% Add +1.3% 27,458 $9.5M
Parallel Advisors, LLC 0.17% Reduce -4.4% 27,331 $9.4M
Savant Capital, LLC 0.06% Add +42.0% 27,097 $9.4M
Prime Capital Investment Advisors, LLC 0.12% Reduce -59.7% 27,028 $9.3M
WoodTrust Financial Corp 1.10% Add +9.9% 26,825 $9.3M
LGT Group Foundation 0.11% Reduce -3.8% 26,566 $9.3M
Synovus Financial Corp. 0.11% Reduce -24.0% 26,641 $9.2M
Punch & Associates Investment Management, Inc. 0.54% New 26,572 $9.2M
Lockheed Martin Investment Management Co. 0.34% Add +3.2% 26,570 $9.2M
Markel Group 0.07% No change 26,500 $9.2M
Spinnaker Trust 0.51% Add +25.1% 26,485 $9.1M
Freestone Capital Holdings, LLC 0.28% Reduce -20.0% 26,438 $9.1M
McRae Capital Management Inc. 1.81% Add +12.6% 26,374 $9.1M
Dakota Wealth Management 0.18% Add +65.3% 26,374 $9.1M
Azimuth Capital Investment Management LLC 0.33% Reduce -3.3% 26,328 $9.1M
Blue Zone Wealth Advisors, LLC 1.81% Add +6.1% 26,250 $9.1M
Brighton Jones LLC 0.22% Add +25.0% 26,167 $9.0M
SBI Securities Co., Ltd. 0.23% Add +83.7% 26,073 $9.0M
Red Door Wealth Management, LLC 0.95% Add +10.6% 25,959 $9.0M
Equitable Holdings, Inc. 0.07% Reduce -1.8% 25,922 $9.0M
Garrison Bradford & Associates Inc. 9.56% Reduce -0.6% 25,917 $8.9M
Van Den Berg Management I, Inc. 2.24% Add +37.1% 25,840 $8.9M
Ashton Thomas Private Wealth, LLC 0.23% Add +2.4% 25,808 $8.9M
Merit Financial Group, LLC 0.08% Reduce -0.8% 25,724 $8.9M
Concurrent Investment Advisors, LLC 0.15% Add +3.0% 25,667 $8.9M
Venator Management LLC 2.10% Add +301.3% 25,560 $8.8M
RNC Capital Management LLC 0.41% Add +17.7% 25,533 $8.8M
Anchor Investment Management, LLC 0.73% Reduce -9.3% 25,470 $8.8M
Wedge Capital Management L L P 0.15% Add +4.0% 25,431 $8.8M
Integrated Wealth Concepts LLC 0.08% Add +7.0% 25,384 $8.8M
Pioneer Trust Bank N A 2.05% Reduce -11.3% 25,358 $8.8M
Concord Investment Counsel Inc. 2.77% — 25,246 $8.7M
Anchor Capital Advisors LLC 0.25% Add +0.3% 25,212 $8.7M
Mgo One Seven LLC 0.20% Add +170.5% 25,201 $8.7M
SOL Capital Management CO 0.78% Add +33.0% 25,187 $8.7M
Hardman Johnston Global Advisors LLC 0.43% Reduce -6.4% 25,082 $8.7M
Fulcrum Capital LLC 1.78% Reduce -0.6% 25,078 $8.7M
Mirae Asset Securities (usa) Inc. 0.38% Reduce -33.1% 25,062 $8.7M
Abn Amro Investment Solutions 0.18% Reduce -24.6% 25,041 $8.6M
Casdin Capital, LLC 0.72% New 25,000 $8.6M
Columbus Hill Capital Management, L.P. 1.19% No change 24,870 $8.6M
Edmond DE Rothschild Holding S.A. 0.13% Reduce -1.3% 24,809 $8.6M
Amica Mutual Insurance Co. 0.79% No change 24,776 $8.6M
PKO Investment Management Joint-Stock Co 0.73% Reduce -8.2% 24,680 $8.5M
Ancora Advisors LLC 0.17% Reduce -19.4% 24,477 $8.5M
Carnegie Lake Advisors LLC 3.25% No change 24,466 $8.4M
Sienna Gestion 0.59% No change 26,813 $8.4M
Mufg Securities Americas Inc. 0.55% Add +21.5% 24,423 $8.4M
Burney Co./ 0.27% Reduce -21.6% 24,371 $8.4M
Goelzer Investment Management, Inc. 0.45% Add +0.9% 24,321 $8.4M
German American Bancorp, Inc. 0.74% Reduce -2.3% 24,320 $8.4M
Caxton Associates LLP 0.23% New 24,273 $8.4M
PARUS FINANCE (UK) Ltd 2.20% New 24,260 $8.4M
Asio Capital, LLC 1.25% Add +18.6% 24,233 $8.4M
Alta Capital Management LLC/ 0.46% Reduce -80.2% 24,133 $8.3M
Jefferies Financial Group Inc. 0.08% Add +19.6% 24,060 $8.3M
Ally Financial Inc. 1.02% Add +26.3% 24,000 $8.3M
Onex Canada Asset Management Inc. 1.05% Add +2.0% 23,993 $8.3M
Evexia Wealth LLC 2.48% Add +34.9% 23,075 $8.3M
Kentucky Retirement Systems Insurance Trust Fund 0.55% Reduce -4.3% 23,948 $8.3M
AIA Group Ltd 0.15% Add +55.9% 23,940 $8.3M
Tema ETFs LLC 0.69% Add +290.2% 23,927 $8.3M
North Point Portfolio Managers Corp. 1.36% Reduce -1.8% 23,878 $8.2M
Capstone Investment Advisors, LLC 0.09% Reduce -57.3% 23,866 $8.2M
Banque de Luxembourg S.A. 4.25% Add +55.6% 23,810 $8.2M
Cape Cod Five Cents Savings Bank 0.75% No change 14,057 $8.2M
Maxi Investments CY Ltd 1.71% Add +132.9% 23,760 $8.2M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -4.4% 23,697 $8.2M
Toth Financial Advisory Corp. 0.88% Add +9.8% 23,696 $8.2M
Synergy Asset Management, LLC 0.30% Add +100.0% 26,142 $8.2M
WP Advisors, LLC 2.07% Add +28.8% 23,569 $8.1M
First American Bank 0.50% Reduce -9.8% 23,122 $8.0M
NorthCrest Asset Manangement, LLC 0.19% Reduce -7.2% 21,949 $8.0M
Westerkirk Capital Inc. 0.90% Reduce -3.7% 22,694 $7.8M
Coldstream Capital Management Inc. 0.11% Add +10.8% 22,645 $7.8M
Ibex Wealth Advisors 0.75% New 22,642 $7.8M
Valeo Financial Advisors, LLC 0.18% Add +11.8% 22,553 $7.8M
Value Partners Investments Inc. 0.63% Add +47.2% 22,385 $7.7M
Mattern Capital Management, LLC 0.91% Add +11.4% 22,349 $7.7M
McGinn Penninger Investment Management, Inc. 4.51% Add +169.2% 22,300 $7.7M
Arkadios Wealth Advisors 0.19% Add +14.7% 22,283 $7.7M
Group One Trading LLC 0.23% Reduce -50.8% 22,202 $7.7M
Moneta Group Investment Advisors LLC 0.06% Add +4.2% 22,154 $7.6M
Biondo Investment Advisors, LLC 0.95% Add +9.1% 22,058 $7.6M
Tower Research Capital LLC (TRC) 0.21% Reduce -57.3% 21,993 $7.6M
Gabelli Funds LLC 0.05% Reduce -24.6% 21,985 $7.6M
Marietta Wealth Management, LLC 0.93% Add +5.2% 21,957 $7.6M
Ascent Group, LLC 0.27% Add +37.4% 21,913 $7.6M
Somerville Kurt F 1.25% Reduce -6.3% 21,829 $7.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.51% Add +10.6% 21,819 $7.5M
Laird Norton Wetherby Wealth Management, LLC 0.31% Add +3.6% 21,774 $7.5M
Bretton Capital Management, LLC 6.32% Add +29.9% 21,700 $7.5M
Penobscot Investment Management Company, Inc. 0.58% Add +21.1% 21,697 $7.5M
Signaturefd, LLC 0.12% Add +19.5% 21,635 $7.5M
Checchi Capital Advisers, LLC 0.51% Reduce -5.5% 21,571 $7.4M
Bulltick Wealth Management, LLC 1.75% Reduce -10.4% 21,455 $7.4M
Lowe Brockenbrough & Co. Inc. 0.38% Add +2.0% 21,308 $7.4M
Thompson Siegel & Walmsley LLC 0.12% Reduce -19.6% 21,223 $7.3M
Vest Financial, LLC 0.10% Add +24.6% 21,209 $7.3M
Sather Financial Group Inc 0.40% Add +2.4% 21,075 $7.3M
J.W. Cole Advisors, Inc. 0.14% Add +6.3% 20,880 $7.2M
ExodusPoint Capital Management, LP 0.10% Add +300.7% 20,796 $7.2M
Hilltop Holdings Inc. 0.38% Reduce -3.1% 20,728 $7.2M
Hantz Financial Services, Inc. 0.11% Reduce -54.5% 20,710 $7.2M
Kovack Advisors, Inc. 0.67% Reduce -10.8% 20,632 $7.1M
San Luis Wealth Advisors LLC 1.27% New 20,367 $7.0M
Harbor Investment Advisory, LLC 0.58% Reduce -25.6% 20,358 $7.0M
Greenwich Wealth Management LLC 0.35% Add +1.5% 20,122 $6.9M
Lee Danner & Bass Inc. 0.50% Add +4.8% 20,081 $6.9M
Caprock Group, LLC 0.17% — 22,363 $6.9M
Archon Partners LLC 0.73% New 20,000 $6.9M
Capital Investment Advisors, LLC 0.11% Reduce -2.3% 19,928 $6.9M
Evergreen Capital Management LLC 0.16% Add +15.9% 19,867 $6.9M
VestGen Advisors, LLC 0.23% Add +131.0% 19,842 $6.9M
Crossmark Global Holdings, Inc. 0.10% Reduce -3.4% 19,814 $6.8M
Permanens Capital L.P. 1.02% Add +202.7% 19,784 $6.8M
AlTi Global, Inc. 0.16% Add +85.1% 19,759 $6.8M
Advisors Capital Management, LLC 0.09% Reduce -0.7% 19,731 $6.8M
Puzo Michael J 1.85% Add +17.7% 19,605 $6.8M
Broderick Brian C 1.28% Reduce -12.4% 19,590 $6.8M
Schmidt P J Investment Management Inc. 1.11% Reduce -5.8% 19,452 $6.7M
Stenger Family Office, LLC 1.38% Add +4.3% 18,294 $6.7M
Brevan Howard Capital Management LP 0.10% Reduce -74.7% 19,368 $6.7M
BNP Paribas 0.20% Add +84.2% 19,351 $6.7M
Tradition Wealth Management, LLC 0.49% Add +10.1% 19,266 $6.7M
APG Asset Management US Inc. 0.05% No change 19,083 $6.6M
Clough Capital Partners L P 0.59% Reduce -80.2% 19,210 $6.6M
Evoke Wealth, LLC 0.14% Add +4.7% 19,172 $6.6M
Orange Investment Advisors, Inc. 0.69% Reduce -1.4% 19,125 $6.6M
Whittier Trust Co. of Nevada Inc. 0.14% Reduce -10.6% 18,277 $6.6M
YHB Investment Advisors, Inc. 0.48% Reduce -35.6% 19,055 $6.6M
Ceera Investments, LLC 2.05% New 19,029 $6.6M
Bell Asset Management Ltd 1.80% Reduce -32.0% 19,029 $6.6M
Two Sigma Investments, LP 0.01% Reduce -97.5% 19,027 $6.6M
Cullen Investment Group, LTD. 0.87% Add +18.6% 18,242 $6.6M
Allen Capital Group, LLC 0.62% Add +16.3% 18,810 $6.5M
Summit Financial, LLC 0.10% Add +13.1% 18,787 $6.5M
Unison Asset Management LLC 3.03% No change 18,776 $6.5M
Plato Investment Management Ltd 0.44% Reduce -2.1% 18,877 $6.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.37% Reduce -0.4% 18,720 $6.5M
Stokes Capital Advisors, LLC 1.50% Reduce -0.0% 18,670 $6.4M
HUB Investment Partners, LLC 0.24% Reduce -11.2% 18,529 $6.4M
Mutual Advisors, LLC 0.14% Reduce -16.5% 17,728 $6.4M
Farther Finance Advisors, LLC 0.10% Add +14.5% 18,451 $6.4M
Axxcess Wealth Management, LLC 0.13% Reduce -8.1% 18,291 $6.3M
Robeco Schweiz AG 0.14% Reduce -9.3% 18,261 $6.3M
MMBG Investment Advisors Co. 0.56% Add +20.8% 18,243 $6.3M
Bensler, LLC 0.65% Add +8.5% 18,235 $6.3M
Greenleaf Trust 0.06% Add +3.3% 18,175 $6.3M
Citizens National Bank Trust Department 1.11% Reduce -1.0% 18,022 $6.2M
Roundview Capital LLC 0.39% Add +13.0% 17,959 $6.2M
Triglav Investments, D.O.O. 0.41% Add +193.1% 17,956 $6.2M
Ritholtz Wealth Management 0.12% Add +28.1% 17,953 $6.2M
Integrated Advisors Network LLC 0.26% Add +132.0% 17,947 $6.2M
Agf Management Ltd. 0.03% Reduce -0.1% 17,916 $6.2M
Vision Financial Markets LLC 5.28% Add +214.0% 17,900 $6.2M
Summit Securities Group LLC 2.03% Add +481.7% 17,882 $6.2M
Ledyard National Bank 0.55% Add +2.0% 17,812 $6.2M
Avidity Partners Management LP 1.40% Reduce -44.4% 17,800 $6.1M
Brookstone Capital Management 0.07% Add +2.7% 17,715 $6.1M
NorthRock Partners, LLC 0.11% Add +51.7% 17,702 $6.1M
Inspire Trust Co, N.A. 1.11% Add +18.0% 17,700 $6.1M
Bearing Point Capital, LLC 1.05% Add +2.8% 17,573 $6.1M
Clearstead Advisors, LLC 0.09% Reduce -5.2% 17,476 $6.0M
Spire Wealth Management 0.20% Add +4.9% 17,401 $6.0M
Lake Street Private Wealth, LLC 0.78% Add +1.0% 17,392 $6.0M
Foundations Investment Advisors, LLC 0.09% Reduce -71.6% 17,355 $6.0M
Pure Financial Advisors, LLC 0.10% Add +9.3% 17,347 $6.0M
Brown Brothers Harriman & Co. 0.04% Add +25.5% 17,271 $6.0M
Cohen Klingenstein LLC 0.19% Add +0.3% 17,250 $6.0M
Great Waters Wealth Management 0.70% Reduce -0.0% 17,246 $6.0M
AlphaStar Capital Management, LLC 0.51% Add +1794.2% 17,180 $5.9M
Annex Advisory Services, LLC 0.13% Reduce -4.7% 17,178 $5.9M
Kornitzer Capital Management Inc. 0.12% Add +8.9% 17,162 $5.9M
BDF-Gestion 0.70% Reduce -17.2% 17,138 $5.9M
Meridian Wealth Management, LLC 0.23% Reduce -15.2% 17,116 $5.9M
Hodges Capital Management Inc. 0.50% New 17,062 $5.9M
Buckhead Capital Management LLC 2.13% Add +7.6% 16,967 $5.9M
Banco BTG Pactual S.A. 0.86% New 16,966 $5.9M
Wilmington Savings Fund Society, FSB 0.14% Reduce -36.5% 16,891 $5.8M
Ausdal Financial Partners, Inc. 0.28% Add +46.1% 16,865 $5.8M
Verdence Capital Advisors LLC 0.33% Reduce -1.5% 15,827 $5.8M
Consolidated Investment Group LLC 0.71% No change 16,750 $5.8M
MASTERINVEST Kapitalanlage GmbH 0.56% Add +112.1% 16,746 $5.8M
DC Investments Management, LLC 2.39% New 16,692 $5.8M
Eisler Capital Management Ltd. 0.13% Reduce -69.0% 16,677 $5.8M
Blue Fin Capital, Inc. 0.90% Reduce -0.4% 16,655 $5.8M
Ameritas Investment Partners, Inc. 0.18% Reduce -4.0% 16,628 $5.7M
Nicholas Company, Inc. 0.10% Reduce -85.3% 16,547 $5.7M
Altrafin AG 1.81% Add +22.6% 16,505 $5.7M
Olstein Capital Management, L.P. 1.08% Reduce -34.0% 16,500 $5.7M
Vise Technologies, Inc. 0.21% Reduce -28.3% 16,477 $5.7M
Winmill & Co. Inc. 1.38% No change 16,475 $5.7M
Principle Wealth Partners LLC 0.33% Add +19.7% 16,453 $5.7M
Bridger Management, LLC 3.06% New 16,450 $5.7M
Venturi Wealth Management, LLC 0.26% Add +37.2% 16,450 $5.7M
Bellecapital International Ltd. 0.92% Add +0.2% 16,448 $5.7M
Sigma Planning Corp 0.16% Add +4.9% 16,398 $5.7M
Litman Gregory Wealth Management LLC 0.42% Reduce -30.9% 16,343 $5.6M
Texas Capital Bank Wealth Management Services Inc 0.46% Add +2.8% 16,326 $5.6M
Morse Asset Management, Inc 1.13% Reduce -4.2% 16,277 $5.6M
KMG Fiduciary Partners, LLC 0.38% Add +9.3% 16,268 $5.6M
Chemistry Wealth Management LLC 1.08% Add +59.2% 16,199 $5.6M
Rakuten Securities, Inc. 2.06% Add +83.6% 16,194 $5.6M
Ballentine Partners, LLC 0.08% Reduce -0.5% 16,169 $5.6M
Griffin Asset Management, Inc. 0.62% Add +15.2% 16,059 $5.5M
Mission Wealth Management, LP 0.11% Reduce -7.5% 16,050 $5.5M
Blue Edge Capital, LLC 0.79% Reduce -3.8% 16,013 $5.5M
St Germain D J Co. Inc. 0.22% Reduce -2.4% 15,966 $5.5M
Banque Cantonale Vaudoise 0.21% Reduce -6.8% 15,950 $5.5M
Focus Partners Advisor Solutions, LLC 0.06% Add +79.0% 16,437 $5.5M
Genus Capital Management Inc. 0.64% New 15,921 $5.5M
Stolper Co 1.67% Add +0.0% 15,916 $5.5M
GM Advisory Group, LLC 0.23% Reduce -9.5% 15,853 $5.5M
Wedmont Private Capital 0.20% Add +36.4% 15,040 $5.5M
Alerus Financial NA 0.28% Reduce -20.4% 15,812 $5.5M
Profund Advisors LLC 0.18% Add +0.7% 15,748 $5.4M
Liberty Capital Management, Inc. 1.02% Add +6.5% 15,740 $5.4M
Brasada Capital Management, LP 0.92% New 15,336 $5.4M
Ballast, Inc. 1.32% Add +0.5% 15,693 $5.4M
FNY Investment Advisers, LLC 1.78% Add +208.0% 15,672 $5.4M
Hancock Whitney Corp. 0.10% Reduce -7.2% 15,644 $5.4M
Icon Wealth Advisors, LLC 0.37% Reduce -6.2% 15,601 $5.4M
Chronos Wealth Management, LLC 2.64% Reduce -0.6% 15,600 $5.4M
Meeder Advisory Services, Inc. 0.25% Add +11.4% 15,590 $5.4M
Logan Capital Management Inc. 0.23% Reduce -1.1% 15,575 $5.4M
Groupe la Francaise 0.07% Add +2528.7% 15,667 $5.4M
GAMMA Investing LLC 0.29% Add +28.8% 15,420 $5.3M
Game Creek Capital, LP 2.28% Add +106.4% 15,375 $5.3M
J. Safra Sarasin Holding AG 0.09% Add +13.3% 15,356 $5.3M
AIMZ Investment Advisors, LLC 1.66% Add +89.8% 15,316 $5.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -13.3% 15,273 $5.3M
Lombard Odier Asset Management (Switzerland) SA 0.24% Add +339.6% 186,569 $5.3M
Busey Bank 0.15% Reduce -0.9% 15,171 $5.2M
CreativeOne Wealth, LLC 0.13% Add +18.9% 15,152 $5.2M
Burt Wealth Advisors 1.28% Reduce -2.3% 15,141 $5.2M
Tobam 1.89% Reduce -10.7% 15,105 $5.2M
Lester Murray Antman dba SimplyRich 1.41% Reduce -0.0% 15,108 $5.2M
Segment Wealth Management, LLC 0.31% Reduce -54.8% 15,102 $5.2M
Greenwood Capital Associates LLC 0.60% Add +85.5% 15,061 $5.2M
Gladstone Institutional Advisory LLC 0.20% Reduce -3.4% 15,000 $5.2M
Union Square Park Capital Management, LLC 3.65% New 15,000 $5.2M
Resolute Capital Asset Partners LLC 2.71% New 15,000 $5.2M
Earnest Partners LLC 0.02% Reduce -3.1% 14,970 $5.2M
Mader & Shannon Wealth Management, Inc. 2.53% Add +1.7% 14,951 $5.2M
Clare Market Investments LLC 1.03% Reduce -15.0% 14,947 $5.2M
SVB Wealth LLC 0.28% Reduce -15.9% 14,899 $5.1M
Hennion & Walsh Asset Management, Inc. 0.19% Add +3.9% 14,892 $5.1M
Turtle Creek Wealth Advisors, LLC 0.46% Reduce -35.9% 14,874 $5.1M
Legacy Private Trust Co. 0.31% Add +37.4% 14,825 $5.1M
Lynch Asset Management, Inc. 1.64% Add +2.1% 14,800 $5.1M
Harbour Investments, Inc. 0.12% Reduce -5.9% 14,780 $5.1M
Kingstone Capital Partners Texas, LLC 2.96% New 14,763 $5.1M
Shell Asset Management Co. 0.51% Reduce -77.9% 14,761 $5.1M
Harbour Trust & Investment Management Co 0.53% Reduce -5.2% 14,709 $5.1M
AMG National Trust Bank 0.12% Reduce -2.1% 14,618 $5.0M
GHP Investment Advisors, Inc. 0.21% Reduce -4.4% 14,572 $5.0M
Sava Infond d.o.o. 0.71% Add +160.2% 14,570 $5.0M
Aviance Capital Partners, LLC 0.60% Add +1197.2% 14,567 $5.0M
Element Capital Management LLC 7.11% New 14,532 $5.0M
Sandhill Capital Partners LLC 0.35% Reduce -0.1% 14,527 $5.0M
Berger Financial Group, Inc 0.30% New 14,523 $5.0M
Wright Investors Service Inc. 1.45% Add +14.1% 14,508 $5.0M
Saranac Partners Ltd 1.05% Add +12.6% 14,474 $5.0M
Victrix Investment Advisors 2.74% Add +91.6% 14,464 $5.0M
Skylands Capital, LLC 0.69% Add +87.0% 14,430 $5.0M
Americana Partners, LLC 0.15% Add +290.1% 14,391 $5.0M
Smithbridge Asset Management Inc. 0.72% Reduce -33.0% 14,373 $5.0M
Fifth Third Wealth Advisors LLC 0.18% Reduce -7.7% 14,365 $5.0M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -3.6% 14,338 $5.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.55% Reduce -0.6% 14,322 $4.9M
Guardian Partners Inc. 0.42% Add +3.8% 14,152 $4.9M
Ostrum Asset Management 0.22% Reduce -12.2% 14,198 $4.9M
Sky Investment Group LLC 0.84% Reduce -1.0% 14,187 $4.9M
S-Bank Fund Management Ltd 0.65% Add +38.8% 14,077 $4.9M
Schwarz Dygos Wheeler Investment Advisors LLC 1.02% Add +5.1% 13,983 $4.8M
NBT Bank, N.A. 0.31% Reduce -3.3% 14,171 $4.8M
Kidder Stephen W 1.38% Reduce -6.9% 13,941 $4.8M
Aljian Capital Management, LLC 0.97% Reduce -20.9% 13,938 $4.8M
PFG Advisors 0.20% Add +2.5% 13,916 $4.8M
Bayesian Capital Management, LP 0.98% New 13,900 $4.8M
Fred Alger Management, LLC 0.02% Reduce -53.1% 13,890 $4.8M
Acropolis Investment Management, LLC 0.24% Add +49.3% 15,371 $4.8M
Hamilton Capital Partners Inc. 0.20% Reduce -75.7% 13,832 $4.8M
Dynamic Advisor Solutions LLC 0.14% Reduce -2.4% 13,829 $4.8M
Vestor Capital, LLC 0.30% Add +2330.6% 13,660 $4.7M
Allen Operations LLC 0.56% No change 13,633 $4.7M
Symphony Financial, Ltd. Co. 0.57% Reduce -20.1% 13,572 $4.7M
PFG Investments, LLC 0.24% Add +15.1% 13,575 $4.7M
Palouse Capital Management, Inc. 3.03% Reduce -0.9% 13,560 $4.7M
Sectoral Asset Management Inc. 2.89% Reduce -19.1% 13,545 $4.7M
Clear Harbor Asset Management, LLC 0.33% Reduce -1.8% 13,542 $4.7M
Community Bank & Trust, Waco, Texas 0.96% Reduce -2.7% 13,536 $4.7M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -4.2% 13,508 $4.7M
Leavell Investment Management, Inc. 0.20% Reduce -5.1% 13,455 $4.6M
West Branch Capital LLC 1.22% Add +2.3% 13,440 $4.6M
King Luther Capital Management Corp. 0.02% Reduce -58.0% 13,303 $4.6M
Sigma Investment Counselors Inc. 0.24% Reduce -6.0% 13,282 $4.6M
Perkins Coie Trust Co 0.86% Add +8.5% 13,272 $4.6M
Frank, Rimerman Advisors LLC 0.29% Add +47.6% 13,250 $4.6M
Modera Wealth Management, LLC 0.05% Reduce -6.9% 13,231 $4.6M
Rench Wealth Management, Inc. 1.34% Add +4.2% 13,220 $4.6M
Mattson Financial Services, LLC 1.09% Add +11.0% 13,176 $4.5M
Parr McKnight Wealth Management Group, LLC 0.60% Reduce -48.9% 13,167 $4.5M
Flagship Harbor Advisors, LLC 0.20% Add +8.5% 13,140 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.34% Add +1.9% 13,098 $4.5M
HBW Advisory Services LLC 0.51% Add +7.7% 13,049 $4.5M
StoneX Group Inc. 0.20% Add +33.5% 13,033 $4.5M
Kerrisdale Advisers, LLC 2.33% Reduce -67.0% 13,020 $4.5M
NWF Advisory Services Inc. 0.49% Add +427.2% 13,011 $4.5M
Tritonpoint Wealth, LLC 0.39% Reduce -3.5% 13,006 $4.5M
Kentucky Farm Bureau Mutual Insurance Co 1.11% No change 13,000 $4.5M
IFP Advisors, Inc 0.12% Reduce -37.4% 12,955 $4.5M
Eagle Rock Investment Company, LLC 0.67% Reduce -27.6% 12,905 $4.5M
Legacy Wealth Management, LLC / MS 1.34% Reduce -13.8% 12,880 $4.4M
Aviso Financial Inc. 0.18% Add +0.6% 12,875 $4.4M
Smith Salley Wealth Management 0.23% Add +89.5% 12,873 $4.4M
Naples Global Advisors, LLC 0.35% Reduce -23.7% 12,840 $4.4M
Black Swift Group, LLC 0.78% New 12,800 $4.4M
CFC Planning Co LLC 3.70% New 12,764 $4.4M
Meridian Wealth Advisors, LLC 0.62% Reduce -4.6% 12,744 $4.4M
Badgley Phelps Wealth Managers, LLC 0.09% Reduce -23.5% 12,713 $4.4M
Johnson Financial Group, Inc. 0.16% Reduce -27.2% 12,592 $4.3M
Collar Capital Management, LLC 3.06% New 12,590 $4.3M
St. Louis Financial Planners Asset Management, LLC 2.79% New 12,542 $4.3M
Dempze Nancy E 2.38% Add +43.1% 12,539 $4.3M
Central Pacific Bank - Trust Division 0.54% Add +227.7% 12,525 $4.3M
Marathon Asset Management LP 6.93% Add +400.0% 12,500 $4.3M
International Assets Investment Management, LLC 0.35% Reduce -94.1% 13,224 $4.3M
Keystone Investors Pte Ltd. 0.50% New 12,450 $4.3M
Money Concepts Capital Corp. 0.26% Add +59.1% 12,380 $4.3M
Jasper Ridge Partners, L.P. 0.10% No change 12,379 $4.3M
Marshall & Sullivan Inc. 1.96% Add +2.5% 12,229 $4.2M
Aurdan Capital Management, LLC 1.34% Reduce -22.9% 12,210 $4.2M
Generali Investments, Management Co LLC 0.87% Add +49.5% 12,146 $4.2M
Matauro, LLC 0.67% Add +348.3% 12,123 $4.2M
Van Hulzen Asset Management, LLC 0.31% Add +117.5% 12,119 $4.2M
Fiduciary Alliance LLC 0.28% Reduce -14.7% 12,110 $4.2M
Exchange Traded Concepts, LLC 0.04% Add +189.2% 12,098 $4.2M
Persistent Asset Partners Ltd 3.02% New 12,063 $4.2M
SageView Advisory Group, LLC 0.14% Add +52.9% 12,053 $4.2M
Tradewinds, LLC. 1.01% New 12,043 $4.2M
Diversify Wealth Management, LLC 0.24% Add +7.6% 12,456 $4.2M
Silvercrest Asset Management Group LLC 0.03% Reduce -16.4% 12,039 $4.2M
Sivik Global Healthcare LLC 2.18% Reduce -20.0% 12,000 $4.1M
Alps Advisors Inc. 0.02% Reduce -53.8% 11,928 $4.1M
Sowell Financial Services LLC 0.16% Add +104.8% 11,915 $4.1M
Leeward Financial Partners, LLC 1.17% Add +3.5% 11,904 $4.1M
F/m Investments LLC 0.16% Add +31.0% 11,764 $4.1M
Global Retirement Partners, LLC 0.09% Reduce -13.0% 11,733 $4.1M
Mizuho Markets Cayman LP 0.34% Add +208.6% 11,729 $4.1M
Brentview Investment Management LLC 1.84% Add +3.8% 11,682 $4.0M
Procyon Advisors, LLC 0.24% Add +3.2% 11,662 $4.0M
Wealthspire Advisors, LLC 0.02% Reduce -11.2% 11,621 $4.0M
Empire Life Investments Inc. 0.23% Add +43.0% 11,582 $4.0M
Westbourne Investments, Inc. 1.90% New 11,660 $4.0M
Bank of Nova Scotia Trust Co. 0.37% Reduce -3.7% 11,524 $4.0M
Caliber Wealth Management, LLC / KS 0.44% Add +10.9% 11,486 $4.0M
Boothbay Fund Management, LLC 0.10% Add +26.2% 11,428 $3.9M
Cary Street Partners Financial LLC 0.10% Reduce -17.7% 11,239 $3.9M
Rothschild Investment LLC 0.22% Add +2.7% 11,169 $3.9M
Mark Sheptoff Financial Planning, LLC 1.85% Add +14.0% 11,166 $3.9M
Glenview Trust Co 0.06% Reduce -27.6% 11,166 $3.9M
Colonial Trust Co / SC 0.52% Reduce -25.9% 11,130 $3.8M
WealthShield Partners, LLC 0.43% Add +10.8% 11,079 $3.8M
Eastern Bank 0.07% Reduce -44.5% 11,078 $3.8M
Titleist Asset Management, LLC 0.34% Add +18.2% 11,042 $3.8M
First Interstate Bank 0.21% Reduce -0.4% 11,013 $3.8M
Pinnbrook Capital Management LP 0.70% New 10,974 $3.8M
Williams Jones Wealth Management, LLC. 0.04% Reduce -4.6% 10,940 $3.8M
Whalerock Point Partners, LLC 0.77% Reduce -18.0% 10,933 $3.8M
Neville Rodie & Shaw Inc. 0.27% Reduce -26.2% 10,918 $3.8M
Asahi Life Asset Management Co., LTD. 2.09% Reduce -9.5% 10,894 $3.8M
Neo Ivy Capital Management 0.91% New 10,856 $3.7M
Lountzis Asset Management, LLC 1.22% No change 10,849 $3.7M
HBK Sorce Advisory LLC 0.09% Reduce -9.7% 10,322 $3.7M
CenterBook Partners LP 0.18% Add +164.0% 10,781 $3.7M
Moloney Securities Asset Management, LLC 0.44% Add +24.9% 10,769 $3.7M
City Holding Co. 0.47% Reduce -32.2% 10,752 $3.7M
AdvisorNet Financial, Inc 0.21% Reduce -8.7% 10,744 $3.7M
Shufro Rose & Co. LLC 0.31% Reduce -0.9% 7,081 $3.7M
Peloton Wealth Strategists 1.50% Reduce -7.3% 10,735 $3.7M
Perpetual Ltd 0.05% Reduce -8.6% 10,722 $3.7M
Central Bank & Trust Co. 0.58% Reduce -18.3% 10,706 $3.7M
Brown Shipley& Co Ltd 1.95% Reduce -4.1% 10,702 $3.7M
LexAurum Advisors, LLC 0.53% Add +13.2% 10,668 $3.7M
ZEGA Investments, LLC 0.84% Reduce -0.1% 10,647 $3.7M
Elgethun Capital Management 0.67% Reduce -1.3% 10,549 $3.7M
Farmers National Bank 0.87% Reduce -0.6% 10,611 $3.7M
Venture Visionary Partners LLC 0.13% Reduce -42.0% 10,610 $3.7M
Trust Asset Management LLC 0.25% No change 10,600 $3.7M
Verition Fund Management LLC 0.02% Reduce -7.5% 10,596 $3.7M
Koshinski Asset Management, Inc. 0.26% Reduce -2.6% 10,540 $3.6M
Point Windward Advisors Inc. 1.71% Add +44.9% 10,470 $3.6M
IHT Wealth Management, LLC 0.09% Reduce -8.2% 10,462 $3.6M
Jaffetilchin Investment Partners, LLC 0.21% Add +11.2% 10,392 $3.6M
William B. Walkup & Associates, Inc. 1.92% Add +0.1% 10,385 $3.6M
LRT Capital Management, LLC 2.37% Reduce -5.8% 10,342 $3.6M
Avior Wealth Management, LLC 0.12% Add +2.1% 10,338 $3.6M
Accredited Investors Inc. 0.20% Add +9.1% 10,326 $3.6M
SevenBridge Financial Group, LLC 0.59% Add +6.8% 10,495 $3.6M
Harbour Capital Advisors, LLC 0.73% Reduce -16.9% 9,781 $3.6M
Retirement Guys Formula LLC 1.25% Add +8.2% 10,292 $3.6M
Highland Capital Management, LLC 0.18% Reduce -22.4% 10,275 $3.5M
Montag A & Associates Inc. 0.16% Reduce -5.8% 10,256 $3.5M
KKM Financial LLC 1.11% Add +47.3% 10,251 $3.5M
Voleon Capital Management LP 0.09% Reduce -28.9% 10,233 $3.5M
Manhattan West Asset Management, LLC 0.75% Add +1.2% 10,217 $3.5M
Brown Miller Wealth Management, LLC 0.99% Add +40.5% 10,153 $3.5M
Plancorp, LLC 0.11% Reduce -14.7% 10,150 $3.5M
Round Rock Advisors LLC 0.55% Add +0.1% 10,113 $3.5M
Morton Community Bank 0.80% Add +11.9% 10,169 $3.5M
Harrell Investment Partners, LLC 0.82% Reduce -6.7% 10,052 $3.5M
Mitchell & Pahl Private Wealth, LLC 1.45% Add +8.1% 10,001 $3.5M
one8zero8, LLC 0.75% Add +0.7% 9,992 $3.5M
First Foundation Advisors 0.13% Reduce -13.6% 9,976 $3.4M
Aaron Wealth Advisors LLC 0.21% Add +218.2% 9,908 $3.4M
Weik Capital Management 1.27% Add +0.5% 9,868 $3.4M
Calamos Wealth Management LLC 0.12% Add +7.9% 9,847 $3.4M
Constitution Capital LLC 1.59% Add +46.6% 9,827 $3.4M
Dana Investment Advisors, Inc. 0.10% Reduce -74.9% 9,821 $3.4M
Moody National Bank Trust Division 0.29% Add +11.4% 9,816 $3.4M
Sagespring Wealth Partners, LLC 0.07% Reduce -1.4% 9,804 $3.4M
Glassy Mountain Advisors, Inc. 1.02% Add +67.0% 9,788 $3.4M
CHICAGO TRUST Co NA 0.47% Reduce -8.7% 9,738 $3.4M
Invst, LLC 0.38% Add +0.6% 9,736 $3.4M
Salem Investment Counselors Inc. 0.10% Reduce -40.1% 9,728 $3.4M
G&S Capital LLC 1.24% New 9,709 $3.4M
Eclectic Associates Inc. 0.61% Reduce -0.0% 9,697 $3.3M
Beverly Hills Private Wealth, LLC 0.60% Reduce -4.4% 9,693 $3.3M
Penserra Capital Management LLC 0.04% Add +1.1% 9,693 $3.3M
Jackson Hole Capital Partners, LLC 0.57% Reduce -7.6% 9,686 $3.3M
Ami Investment Management Inc. 0.77% Add +14.0% 9,658 $3.3M
Fidelis Capital Partners, LLC 0.26% Add +11.6% 9,646 $3.3M
Chilton Investment Co. Inc. 0.07% Reduce -74.9% 9,603 $3.3M
Chicago Partners Investment Group LLC 0.09% Add +95.5% 9,004 $3.3M
Jump Financial, LLC 0.04% Add +462.9% 9,581 $3.3M
PACK Private Wealth, LLC 1.56% No change 9,569 $3.3M
Capital Investment Advisory Services, LLC 0.26% Add +28.0% 9,559 $3.3M
NJ State Employees Deferred Compensation Plan 0.36% No change 9,500 $3.3M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -31.6% 9,492 $3.3M
TKG Advisors, LLC 1.40% New 9,488 $3.3M
Simplicity Wealth,LLC 0.19% Reduce -50.5% 9,447 $3.3M
BigSur Wealth Management LLC 0.80% Reduce -18.8% 9,444 $3.3M
Chickasaw Capital Management LLC 0.13% Add +3.2% 9,428 $3.3M
Trivium Point Advisory, LLC 0.33% Reduce -22.7% 9,423 $3.3M
Estabrook Capital Management 0.47% Reduce -0.8% 9,410 $3.2M
Immersion Capital LLP 3.34% New 9,400 $3.2M
1834 Investment Advisors Co. 0.40% Reduce -4.9% 9,361 $3.2M
Woodmont Investment Counsel LLC 0.21% Reduce -54.1% 9,356 $3.2M
Mission Creek Capital Partners, Inc. 0.64% Add +1322.8% 9,348 $3.2M
Navera Investment Management Ltd. 0.06% Reduce -98.5% 9,330 $3.2M
Summit Wealth Group LLC / Co. 0.34% Add +398.7% 6,383 $3.2M
Integrity Alliance, Llc. 0.15% Add +33.4% 9,265 $3.2M
Granite Investment Partners, LLC 0.18% Reduce -26.8% 9,258 $3.2M
Twin Capital Management Inc. 0.40% Reduce -18.8% 9,247 $3.2M
Thematics Asset Management 0.14% Reduce -17.3% 9,243 $3.2M
KCM Investment Advisors LLC 0.10% Reduce -2.9% 9,231 $3.2M
Pinnacle Holdings, LLC 1.25% Reduce -0.5% 9,231 $3.2M
Capital Analysts, LLC 0.09% Reduce -9.8% 9,141 $3.2M
Notis-McConarty Edward 1.46% Add +3.1% 9,113 $3.1M
Choate Investment Advisors 0.07% Reduce -25.9% 9,113 $3.1M
Rehmann Capital Advisory Group 0.17% Add +4.9% 9,066 $3.1M
Paradigm Asset Management Co. LLC 0.72% No change 9,080 $3.1M
Belpointe Asset Management LLC 0.12% Reduce -19.0% 9,047 $3.1M
Ables, Iannone, Moore & Associates, Inc. 1.79% Add +43.0% 9,019 $3.1M
Poehling Capital Management, INC. 0.65% New 9,013 $3.1M
Capitolis Liquid Global Markets LLC 0.02% Reduce -92.9% 9,000 $3.1M
Capital Advisors Inc. 0.05% Add +3.4% 8,981 $3.1M
Cullinan Associates Inc. 0.20% Reduce -13.7% 8,977 $3.1M
Visionary Wealth Advisors 0.14% Add +10.7% 8,976 $3.1M
Mirabella Financial Services LLP 0.27% Add +36.8% 8,992 $3.1M
Wealthcare Advisory Partners LLC 0.06% Add +5.0% 8,963 $3.1M
Confluence Wealth Services, Inc. 0.15% Add +25.8% 8,931 $3.1M
Commonwealth Retirement Investments LLC 1.04% Reduce -13.5% 8,884 $3.1M
Field & Main Bank 0.91% Reduce -18.4% 8,878 $3.1M
Kapitalo Investimentos Ltda 0.57% New 8,873 $3.1M
Kingswood Wealth Advisors, LLC 0.19% Add +28.1% 8,862 $3.1M
Cigna Investments Inc. 0.43% Reduce -1.1% 8,860 $3.1M
Resources Management Corp. /CT/ 0.39% Reduce -35.5% 8,828 $3.0M
Compound Planning, Inc. 0.10% Add +24.0% 8,817 $3.0M
Griffith & Werner, Inc. 1.57% — 9,450 $3.0M
Cypress Asset Management Inc. 0.69% Reduce -12.6% 8,783 $3.0M
Blackstone Inc. 0.01% Reduce -74.1% 8,756 $3.0M
Elefante Mark B 1.93% Add +35.9% 8,750 $3.0M
Cassaday & Co Wealth Management LLC 0.07% Reduce -0.3% 8,745 $3.0M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Reduce -4.1% 8,735 $3.0M
Essex Financial Services, Inc. 0.18% Reduce -8.3% 8,723 $3.0M
Insigneo Advisory Services, LLC 0.21% Add +8.2% 8,697 $3.0M
LaSalle St. Investment Advisors, LLC 0.54% Add +29.8% 8,689 $3.0M
Prosperity Consulting Group, LLC 0.15% Reduce -18.5% 8,642 $3.0M
Trust Co. of Vermont 0.13% Reduce -32.2% 8,637 $3.0M
Pacific Capital Partners Ltd 3.32% Add +81.6% 8,625 $3.0M
Fortis Group Advisors, LLC 0.51% Add +1.8% 8,719 $3.0M
Joel Isaacson & Co., LLC 0.11% Add +47.7% 8,574 $3.0M
Fulton Bank, N.A. 0.10% Add +2.6% 8,568 $3.0M
Ted Buchan & Co 1.16% Add +16.3% 8,552 $3.0M
Western Wealth Management, LLC 0.16% Reduce -3.5% 8,542 $2.9M
Sumitomo Life Insurance Co. 0.09% Reduce -3.1% 8,530 $2.9M
Composition Wealth, LLC 0.04% Reduce -27.8% 8,506 $2.9M
Fragasso Financial Advisors Inc 0.18% Reduce -1.6% 8,148 $2.9M
Maia Wealth LLC 0.49% Add +28.0% 9,103 $2.9M
Perigon Wealth Management, LLC 0.06% Reduce -26.0% 8,469 $2.9M
Fulcrum Asset Management LLP 0.81% Reduce -35.5% 8,441 $2.9M
Berkshire Asset Management LLC 0.12% Reduce -0.8% 8,427 $2.9M
Independent Financial Group, LLC 0.07% Reduce -17.6% 8,415 $2.9M
Bristlecone Advisors, LLC 0.24% Reduce -6.7% 8,388 $2.9M
Syon Capital LLC 0.16% Reduce -10.5% 8,369 $2.9M
Kensington Investment Counsel, LLC 1.18% New 8,365 $2.9M
Signet Investment Advisory Group, Inc. 1.39% Add +12.2% 8,353 $2.9M
V2 Financial group LLC 1.60% Reduce -3.5% 8,342 $2.9M
DeDora Capital, Inc. 0.70% Reduce -3.5% 8,340 $2.9M
Compton Wealth Advisory Group, LLC 0.67% Reduce -0.8% 8,340 $2.9M
Family Legacy, Inc. 0.88% Add +3.1% 8,327 $2.9M
Global Assets Advisory, LLC 0.85% Add +56.3% 8,322 $2.9M
Pitcairn Co. 0.23% Reduce -40.6% 8,298 $2.9M
Sage Mountain Advisors LLC 0.16% Add +32.2% 8,281 $2.9M
GS Investments, Inc. 1.41% Reduce -25.7% 8,271 $2.9M
Holderness Investments Co. 0.58% Reduce -20.8% 8,266 $2.9M
Plimoth Trust Co. LLC 0.65% Reduce -2.0% 8,263 $2.9M
Applied Finance Capital Management, LLC 0.20% New 8,200 $2.8M
Hillman Capital Management, Inc. 1.64% New 8,181 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -31.1% 8,172 $2.8M
TB Alternative Assets Ltd. 0.42% Reduce -51.6% 8,163 $2.8M
Pensionfund Sabic 0.77% No change 8,150 $2.8M
Kintegral Advisory, LLC 0.24% Reduce -0.4% 8,148 $2.8M
Capital Insight Partners, LLC 0.47% Reduce -8.6% 8,138 $2.8M
U S Wealth Group, Llc. 1.83% Add +84.5% 8,114 $2.8M
Pathway Financial Advisers, LLC 0.82% Add +13.6% 8,204 $2.8M
Asset Dedication, LLC 0.19% Reduce -11.7% 8,071 $2.8M
Richard Bernstein Advisors LLC 0.08% Reduce -60.0% 8,060 $2.8M
Kempner Capital Management Inc. 2.31% Reduce -46.2% 8,030 $2.8M
Burns Matteson Capital Management, LLC 1.16% New 8,017 $2.8M
Schnieders Capital Management, Llc. 0.45% — 7,998 $2.8M
Parsonex Advisory Services, Inc. 1.87% Add +331.4% 7,956 $2.7M
Interchange Capital Partners, LLC 0.54% Add +20.0% 7,935 $2.7M
Independence Bank of Kentucky 0.35% Add +3.6% 7,940 $2.7M
Cidel Asset Management Inc. 0.16% Add +21.6% 7,914 $2.7M
Curi Capital, LLC 0.05% Reduce -1.9% 7,910 $2.7M
Pallas Capital Advisors LLC 0.10% Add +22.0% 7,908 $2.7M
Caldwell Trust Co 0.26% Reduce -45.4% 7,907 $2.7M
Geneos Wealth Management Inc. 0.07% Reduce -27.0% 7,901 $2.7M
Krilogy Financial LLC 0.10% New 8,323 $2.7M
Fischer Financial Services, Inc. 0.73% Reduce -2.9% 7,897 $2.7M
Shoker Investment Counsel, Inc. 0.80% New 7,893 $2.7M
Nicollet Investment Management, Inc. 0.88% Reduce -3.6% 7,847 $2.7M
Qtron Investments LLC 0.34% Reduce -16.4% 7,844 $2.7M
English Capital Management LLC 1.77% No change 7,841 $2.7M
R.H. Investment Group, LLC 2.34% Add +9.2% 7,804 $2.7M
NFSG Corp 0.40% Add +21.3% 7,762 $2.7M
Cascades Capital Asset Management, LLC 1.20% Reduce -0.2% 7,746 $2.7M
Intrust Bank NA 0.22% Add +1.1% 7,729 $2.7M
Castleview Partners, LLC 1.44% Add +318.4% 7,694 $2.7M
Carret Asset Management, LLC 0.26% Reduce -2.9% 7,658 $2.6M
First Dallas Securities Inc. 0.99% New 7,641 $2.6M
Studio Investment Management LLC 0.50% Add +2.7% 7,628 $2.6M
Portfolio Design Labs, LLC 0.45% Add +115.1% 7,617 $2.6M
Flavin Financial Services, Inc. 1.87% Add +52.8% 7,610 $2.6M
Becker Capital Management Inc. 0.08% Reduce -4.8% 7,584 $2.6M
Bond & Devick Financial Network, Inc. 0.79% Reduce -4.0% 7,572 $2.6M
Centaurus Financial, Inc. 0.12% Reduce -52.6% 7,568 $2.6M
TD Private Client Wealth LLC 0.06% Add +4.9% 7,538 $2.6M
Ulland Investment Advisors, LLC 1.97% Add +1.2% 7,531 $2.6M
Delaney Dennis R 1.30% Reduce -15.3% 7,532 $2.6M
Smartleaf Asset Management LLC 0.16% Add +33.7% 7,533 $2.6M
Howard Capital Management, LLC 0.03% Add +3.3% 7,524 $2.6M
Shayne & Jacobs, LLC 0.80% Reduce -0.5% 7,515 $2.6M
Barbara Oil Co. 0.96% Reduce -34.8% 7,500 $2.6M
MPS Loria Financial Planners, LLC 0.69% Add +2.8% 7,499 $2.6M
Floyd Financial Group LLC 1.91% Add +103.6% 7,192 $2.6M
Pinnacle West Asset Management, Inc. 1.67% Add +3.6% 7,468 $2.6M
WT Wealth Management 0.74% Reduce -4.6% 7,448 $2.6M
Valley National Advisers Inc. 0.40% Add +592.5% 7,451 $2.6M
Petros Family Wealth, LLC 2.15% Reduce -12.1% 7,444 $2.6M
Empire Financial Management Company, LLC 0.59% Add +64.2% 7,425 $2.6M
Monetary Management Group Inc. 0.59% Reduce -16.8% 7,408 $2.6M
GWN Securities Inc. 0.59% Reduce -44.5% 7,294 $2.6M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Reduce -7.9% 7,396 $2.6M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.60% Add +23.8% 7,379 $2.5M
Blue Trust, Inc. 0.03% Reduce -7.3% 7,361 $2.5M
Narwhal Capital Management 0.19% Reduce -48.0% 7,343 $2.5M
Viawealth, LLC 1.38% Reduce -1.1% 7,337 $2.5M
Te Ahumairangi Investment Management Ltd 0.43% Reduce -2.7% 7,302 $2.5M
Simon Quick Advisors, LLC 0.11% Add +1.3% 7,280 $2.5M
CWC Advisors, LLC. 1.23% Add +66.5% 7,277 $2.5M
JB Capital LLC 0.11% Add +0.1% 7,276 $2.5M
IMS Capital Management 1.16% Add +7.6% 7,273 $2.5M
Oakworth Capital, Inc. 0.14% Add +0.1% 7,260 $2.5M
CX Institutional 0.08% Reduce -64.7% 7,209 $2.5M
Clark Capital Management Group, Inc. 0.02% Reduce -95.0% 7,203 $2.5M
Optimum Investment Advisors 0.98% Reduce -1.0% 7,185 $2.5M
Mitchell McLeod Pugh & Williams Inc. 0.40% Reduce -0.0% 6,737 $2.5M
Fairbanks Capital Management, Inc. 1.34% Add +31.3% 7,167 $2.5M
Comprehensive Financial Consultants Institutional, Inc. 0.77% Add +4.8% 7,163 $2.5M
Signal Advisors Wealth, LLC 0.22% Add +76.6% 7,161 $2.5M
Stevens Capital Management LP 0.33% Add +21.6% 7,158 $2.5M
Ahl Investment Management, Inc. 1.69% Reduce -2.2% 7,150 $2.5M
Lombard Odier Asset Management (USA) Corp 0.66% New 7,134 $2.5M
Fosun International Ltd 0.92% Reduce -5.4% 7,131 $2.5M
Raab & Moskowitz Asset Management LLC 0.55% Reduce -2.4% 7,057 $2.4M
Jacobi Capital Management LLC 0.15% Add +16.5% 7,046 $2.4M
Forum Financial Management, LP 0.03% Reduce -4.2% 7,027 $2.4M
Chung Wu Investment Group, LLC 2.01% Add +280.2% 6,995 $2.4M
Delta Capital Management LLC 1.26% Reduce -0.6% 6,965 $2.4M
Greenfield Savings Bank 1.01% Add +10.9% 6,959 $2.4M
Pacific Point Advisors, LLC 1.40% Add +34.9% 6,941 $2.4M
Bluesphere Advisors LLC 1.10% Add +345.3% 6,925 $2.4M
Sepio Capital, LP 0.14% Add +20.7% 6,920 $2.4M
Nwam LLC 0.13% Add +27.6% 6,539 $2.4M
Inkwell Capital LLC 2.43% Add +63.9% 6,897 $2.4M
SLT Holdings LLC 1.59% Reduce -1.5% 6,878 $2.4M
Milestone Asset Management, LLC 0.45% New 6,860 $2.4M
Capital Asset Advisory Services LLC 0.10% Add +1.0% 6,848 $2.4M
Fifth Lane Capital, LP 2.43% Add +356.2% 6,843 $2.4M
Cannell & Spears LLC 0.04% Reduce -4.5% 6,843 $2.4M
Connecticut Wealth Management, LLC 0.10% Reduce -28.6% 6,802 $2.3M
Csenge Advisory Group 0.11% Reduce -21.1% 6,793 $2.3M
Accent Capital Management, LLC 0.98% Reduce -4.5% 6,788 $2.3M
Scholtz & Company, LLC 1.03% Reduce -59.3% 6,773 $2.3M
Focused Wealth Management, Inc 0.25% Add +161.8% 6,756 $2.3M
Osprey Private Wealth LLC 0.84% Add +18.1% 6,735 $2.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.09% Reduce -57.0% 6,712 $2.3M
Drucker Wealth 3.0, LLC 0.41% Add +130.8% 6,706 $2.3M
Mechanics Bank Trust Department 0.32% Reduce -23.4% 6,666 $2.3M
Parkside Financial Bank & Trust 0.18% Reduce -5.8% 6,664 $2.3M
Connable Office Inc. 0.21% Reduce -1.3% 6,654 $2.3M
RFG Advisory, LLC 0.05% Reduce -76.8% 6,613 $2.3M
Beirne Wealth Consulting Services, LLC 0.55% New 6,601 $2.3M
Sierra Summit Advisors LLC 0.35% Add +161.4% 6,587 $2.3M
Legato Capital Management LLC 0.25% Add +10.2% 6,566 $2.3M
Tounjian Advisory Partners, LLC 0.76% Reduce -63.2% 6,556 $2.3M
MFG Wealth Management, Inc. 1.71% New 6,552 $2.3M
Brown Financial Advisors 0.83% Add +3.1% 6,534 $2.3M
Brooklyn Investment Group 0.30% Reduce -3.3% 7,297 $2.3M
BCGM Wealth Management, LLC 0.59% Add +2.5% 6,514 $2.2M
Impact Capital Partners LLC 0.68% Add +3.2% 6,509 $2.2M
Janney Capital Management LLC 0.14% Reduce -1.8% 6,501 $2.2M
SPC Financial, Inc. 0.17% Add +4.8% 6,489 $2.2M
Coastline Trust Co 0.24% Reduce -16.8% 6,486 $2.2M
Private Trust Co. NA 0.20% Add +8.0% 6,479 $2.2M
Boston Family Office LLC 0.14% Add +5.0% 6,475 $2.2M
Timber Creek Capital Management LLC 0.54% New 6,449 $2.2M
EverSource Wealth Advisors, LLC 0.09% Add +11.1% 6,430 $2.2M
Hartford Financial Management Inc. 0.59% Add +7.8% 6,407 $2.2M
Meiji Yasuda Life Insurance Co 0.06% Reduce -3.4% 6,400 $2.2M
Edgestream Partners, L.P. 0.06% Reduce -72.9% 6,377 $2.2M
Claro Advisors Inc. 0.32% Add +0.6% 6,375 $2.2M
Flputnam Investment Management Co. 0.03% Reduce -52.5% 6,374 $2.2M
Thoroughbred Financial Services, LLC 0.14% Add +6.8% 6,372 $2.2M
Lineweaver Wealth Advisors, LLC 0.32% Add +3.8% 6,340 $2.2M
American National Bank & Trust 0.21% Reduce -65.3% 6,304 $2.2M
Adell Harriman & Carpenter Inc. 0.13% Reduce -30.3% 6,303 $2.2M
Boomfish Wealth Group, LLC 1.17% Add +22.2% 6,297 $2.2M
Royal Capital Wealth Management, LLC 1.33% Reduce -2.5% 6,292 $2.2M
Stonegate Investment Group, LLC 0.05% Reduce -30.5% 6,291 $2.2M
SouthState Bank Corp 0.10% Reduce -23.3% 6,283 $2.2M
Stonebrook Private Inc. 0.47% Add +4.2% 6,256 $2.2M
Left Brain Wealth Management, LLC 0.68% Reduce -36.7% 6,254 $2.2M
Rwa Wealth Partners, LLC 0.02% Reduce -39.1% 6,250 $2.2M
Greenline Partners, LLC 0.26% Reduce -7.5% 6,233 $2.2M
Altfest L J & Co. Inc. 0.24% Add +51.9% 6,213 $2.1M
Del-Sette Capital Management, LLC 1.33% New 6,203 $2.1M
Aventura Private Wealth, LLC 0.79% Add +11.7% 6,200 $2.1M
Tyche Wealth Partners LLC 0.38% Add +20.9% 6,197 $2.1M
Baker Avenue Asset Management, LP 0.05% Reduce -2.2% 6,185 $2.1M
Advisor OS, LLC 0.18% Add +7.6% 6,182 $2.1M
Country Club Bank 0.13% Reduce -66.8% 6,161 $2.1M
Sendero Wealth Management, LLC 0.25% Reduce -1.8% 6,125 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +86.0% 6,111 $2.1M
Bar Harbor Wealth Management 0.13% Reduce -41.6% 6,094 $2.1M
Capital Wealth Planning, LLC 0.01% Reduce -8.9% 6,088 $2.1M
Waterloo Capital, L.P. 0.16% Add +9.6% 6,060 $2.1M
Triumph Capital Management 0.56% Add +42.4% 6,045 $2.1M
Affiance Financial, LLC 0.38% Add +2.7% 6,023 $2.1M
Missouri Trust & Investment Co 0.61% Add +23.5% 6,019 $2.1M
Viking Fund Management LLC 0.25% No change 6,000 $2.1M
Banco de Sabadell, S.A 1.37% Reduce -3.1% 5,983 $2.1M
Dover Advisors, LLC 0.82% Reduce -0.3% 5,984 $2.1M
Birch Capital Management, LLC 1.05% Reduce -7.1% 5,982 $2.1M
Circle Wealth Management, LLC 0.04% Add +10.1% 5,964 $2.1M
Lokken Investment Group LLC 0.70% Add +114.7% 5,944 $2.1M
Gifford Fong Associates 0.43% No change 5,918 $2.0M
Magnolia Capital Advisors LLC 0.53% Add +9.7% 5,894 $2.0M
Teamwork Financial Advisors, LLC 0.22% Add +30.6% 5,889 $2.0M
Magnus Financial Group LLC 0.16% Add +23.6% 5,871 $2.0M
Sullivan Wood Capital Management LLC 2.99% Add +309.4% 5,871 $2.0M
Summit Global Investments 0.12% Reduce -1.9% 5,871 $2.0M
HM Payson & Co. 0.03% Reduce -31.2% 5,851 $2.0M
S&T Bank 0.57% Reduce -16.7% 5,847 $2.0M
Ameritas Advisory Services, LLC 0.13% Add +36.4% 5,840 $2.0M
Advisory Alpha, LLC 0.06% Add +3.7% 5,687 $2.0M
All Terrain Financial Advisors, LLC 0.65% Add +31.8% 5,825 $2.0M
Kathmere Capital Management, LLC 0.14% Add +25.3% 5,811 $2.0M
Retirement Planning Co of New England, Inc. 0.81% Add +37.9% 5,806 $2.0M
Avantax Planning Partners, Inc. 0.06% Add +34.0% 5,801 $2.0M
Cherokee Insurance Co 0.86% No change 5,800 $2.0M
Wealth Architects, LLC 0.19% Reduce -3.3% 5,787 $2.0M
Townsquare Capital LLC 0.30% Reduce -15.3% 5,777 $2.0M
Evergreen Wealth Management, LLC 1.04% Add +79.9% 5,736 $2.0M
Community Bank, N.A. 0.24% Reduce -9.8% 5,733 $2.0M
Larson Financial Group LLC 0.07% Reduce -15.0% 5,730 $2.0M
Cyndeo Wealth Partners, LLC 0.11% Reduce -3.1% 5,720 $2.0M
Arete Wealth Advisors, LLC 0.12% Reduce -15.7% 5,694 $2.0M
Cinctive Capital Management LP 0.10% New 5,689 $2.0M
Mystic Asset Management, Inc. 0.44% Add +11.1% 5,682 $2.0M
KPP Advisory Services LLC 0.29% Add +7.1% 5,674 $2.0M
Tilia Fiduciary Partners, Inc. 1.13% Add +52.1% 5,663 $2.0M
SlateStone Wealth, LLC 0.17% Reduce -21.8% 5,654 $2.0M
Oak Thistle LLC 0.30% Add +78.7% 5,649 $2.0M
Journey Strategic Wealth LLC 0.05% Reduce -26.2% 5,636 $1.9M
Stratos Wealth Advisors, LLC 0.09% Add +19.9% 5,622 $1.9M
Samalin Investment Counsel, LLC 0.67% Add +37.6% 5,618 $1.9M
Capital Management Associates, Inc 0.52% Add +4.2% 5,616 $1.9M
Elmwood Wealth Management, Inc. 0.69% Add +4.1% 5,608 $1.9M
Inscription Capital, LLC 0.21% Add +31.1% 5,583 $1.9M
Kestra Investment Management, LLC 0.05% Reduce -17.0% 5,582 $1.9M
Tranquility Partners, LLC 0.65% Reduce -35.4% 5,562 $1.9M
Davis R M Inc. 0.03% Reduce -62.7% 5,556 $1.9M
High Note Wealth, LLC 0.38% Add +2.4% 5,543 $1.9M
Matrix Trust Co 0.30% Reduce -6.6% 5,544 $1.9M
Lazari Capital Management, Inc. 0.65% Add +59.6% 5,528 $1.9M
Triangle Securities Wealth Management 0.43% Reduce -3.8% 5,504 $1.9M
Manchester Capital Management LLC 0.26% Add +9.2% 5,500 $1.9M
First National Bank of Omaha 0.12% Reduce -63.1% 5,494 $1.9M
Avestar Capital, LLC 0.14% Add +30.6% 5,491 $1.9M
Elevation Point Wealth Partners, LLC 0.13% Reduce -71.4% 5,480 $1.9M
Pekin Hardy Strauss, Inc. 0.19% Add +68.2% 5,435 $1.9M
Trust Co. of Toledo NA 0.19% No change 5,426 $1.9M
LOM Asset Management Ltd 0.57% Reduce -1.7% 5,424 $1.9M
Roberts Glore & Co. Inc. 0.51% Add +12.6% 5,424 $1.9M
Northside Capital Management, LLC 0.17% No change 5,419 $1.9M
Longfellow Investment Management Co. LLC 0.44% Add +175.2% 5,418 $1.9M
Evelyn Partners Investment Management Services Ltd 0.25% Reduce -1.9% 5,416 $1.9M
Naviter Wealth, LLC 0.22% Reduce -34.1% 5,406 $1.9M
Personal Cfo Solutions, LLC 0.33% Add +30.8% 5,399 $1.9M
Formidable Asset Management, LLC 0.29% Add +15.7% 5,967 $1.9M
Applied Capital LLC 1.33% Add +9.1% 5,377 $1.9M
Ceeto Capital Group, LLC 0.54% Add +2.2% 5,348 $1.8M
Moors & Cabot, Inc. 0.08% Reduce -19.5% 5,336 $1.8M
PDS Planning, Inc 0.13% Add +0.8% 5,330 $1.8M
Financial Synergies Wealth Advisors, Inc. 0.18% Add +0.4% 5,282 $1.8M
Wealth Effects LLC 0.59% Add +12.6% 5,277 $1.8M
Morningstar Investment Management LLC 0.07% New 5,261 $1.8M
Piscataqua Savings Bank 1.42% Reduce -1.6% 5,258 $1.8M
Lindenwold Advisors, INC 0.86% Reduce -39.6% 5,250 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Add +2.9% 5,246 $1.8M
AlphaCore Capital LLC 0.06% Add +5.6% 5,246 $1.8M
IMA Advisory Services, Inc. 0.18% Add +4.4% 5,245 $1.8M
DB Fitzpatrick & Co, Inc 1.64% Add +120.2% 5,239 $1.8M
Wealth Alliance Advisory Group, LLC 0.33% Add +5.3% 5,236 $1.8M
Mayflower Financial Advisors, LLC 0.23% Reduce -0.5% 5,235 $1.8M
Rf&l Wealth Management, LLC 1.06% Reduce -1.4% 5,225 $1.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.63% Reduce -56.4% 5,225 $1.8M
National Wealth Management Group, LLC 0.68% Add +130.5% 5,218 $1.8M
Cetera Trust Company, N.A 1.01% Reduce -2.1% 5,215 $1.8M
GLOBALT Investments LLC / GA 0.07% Add +0.3% 5,215 $1.8M
Valmark Advisers, Inc. 0.02% Reduce -23.5% 5,214 $1.8M
Paragon Capital Management LLC 0.87% Add +0.2% 5,205 $1.8M
Catalyst Financial Partners LLC 0.22% Add +26.6% 5,181 $1.8M
Prescott Group Capital Management, L.L.C. 0.19% No change 5,175 $1.8M
Concord Asset Management, LLC 0.32% Add +0.6% 5,169 $1.8M
Mendel Money Management 0.75% Add +1.3% 5,169 $1.8M
Howe & Rusling Inc. 0.12% Reduce -79.5% 5,163 $1.8M
Wealthedge Investment Advisors, LLC 0.67% New 5,147 $1.8M
Platform Technology Partners 0.43% Add +10.3% 5,137 $1.8M
Avaii Wealth Management, LLC 0.67% Add +48.2% 5,137 $1.8M
Gen-Wealth Partners Inc 0.60% Add +43.9% 5,135 $1.8M
Crestwood Advisors Group, LLC 0.03% Add +16.0% 5,127 $1.8M
Paralel Advisors LLC 0.07% Add +0.1% 5,105 $1.8M
Scott & Selber, Inc. 0.45% Reduce -0.4% 5,103 $1.8M
Virtue Capital Management, LLC 0.28% Add +213.2% 5,156 $1.8M
Concord Wealth Partners 0.24% Reduce -0.8% 5,095 $1.8M
Fagan Associates, Inc. 0.24% Reduce -15.3% 5,094 $1.8M
Clear Creek Financial Management, LLC 0.15% Add +124.2% 5,067 $1.7M
Stablepoint Partners, LLC 0.28% Add +45.2% 5,066 $1.7M
Harbour Investment Management LLC 0.76% Reduce -4.5% 5,036 $1.7M
Sound View Wealth Advisors Group, LLC 0.12% Add +41.6% 5,034 $1.7M
Murphy Pohlad Asset Management LLC 0.68% Add +13.6% 5,025 $1.7M
Waycross Partners, LLC 0.15% No change 5,000 $1.7M
Sheets Smith Wealth Management 0.19% Reduce -1.4% 4,972 $1.7M
Harvey Investment Co. LLC 0.18% Reduce -4.9% 4,968 $1.7M
CWA Asset Management Group, LLC 0.06% Reduce -26.4% 4,951 $1.7M
Modern Wealth Management, LLC 0.03% Reduce -34.6% 4,929 $1.7M
Court Place Advisors, LLC 0.51% Add +0.6% 4,904 $1.7M
SilverOak Wealth Management LLC 0.29% Add +2.8% 4,902 $1.7M
Schear Investment Advisers, LLC 0.75% Add +5.0% 4,899 $1.7M
Capital Planning Advisors, LLC 0.23% Add +2.6% 4,898 $1.7M
Archer Investment Corp 0.38% Add +65.7% 4,886 $1.7M
Vista Investment Management 0.59% Reduce -6.5% 4,885 $1.7M
Eos Management, L.P. 0.66% No change 4,843 $1.7M
Linden Thomas Advisory Services, LLC 0.17% Add +2.9% 4,836 $1.7M
SCS Capital Management LLC 0.02% Reduce -36.4% 4,817 $1.7M
Westside Investment Management, Inc. 0.27% Add +19.7% 4,808 $1.7M
Cahill Financial Advisors Inc. 0.19% Add +3.9% 4,805 $1.7M
Wellington Shields Capital Management, LLC 0.25% Reduce -35.4% 4,800 $1.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.80% Add +26.3% 4,800 $1.7M
Richard W. Paul & Associates, LLC 0.56% Add +19.7% 4,790 $1.7M
Accurate Wealth Management, LLC 0.22% Add +40.6% 4,586 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Reduce -10.6% 4,779 $1.7M
OneAscent Financial Services LLC 0.11% Add +7.2% 4,774 $1.6M
Savvy Advisors, Inc. 0.08% Reduce -33.9% 4,766 $1.6M
Shum Financial Group, Inc. 1.22% — 4,748 $1.6M
LM Advisors LLC 0.24% Add +45.6% 4,739 $1.6M
Daymark Wealth Partners, LLC 0.06% Reduce -5.1% 4,707 $1.6M
Orrstown Financial Services Inc. 0.28% Add +8.2% 4,700 $1.6M
Private Wealth Asset Management, LLC 0.19% Reduce -27.3% 4,687 $1.6M
Independent Solutions Wealth Management, LLC 0.29% New 4,678 $1.6M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +25.3% 4,683 $1.6M
Prospect Financial Services LLC 0.93% Add +518.9% 4,660 $1.6M
Hilltop National Bank 0.40% Add +2.2% 4,651 $1.6M
Tealwood Asset Management Inc. 0.65% Reduce -5.8% 4,639 $1.6M
Alta Advisers Ltd 0.49% No change 4,637 $1.6M
GeoWealth Management, LLC 0.06% Reduce -39.7% 4,635 $1.6M
Bowman & Co S.C. 0.68% Reduce -10.3% 4,607 $1.6M
Mill Creek Capital Advisors, LLC 0.03% Add +2.3% 4,615 $1.6M
Peterson Wealth Services 0.39% Reduce -72.9% 1,196 $1.6M
Radnor Capital Management, LLC 0.24% No change 4,604 $1.6M
JNBA Financial Advisors 0.14% Add +1.7% 4,603 $1.6M
PGIM Custom Harvest LLC 0.02% Reduce -12.1% 4,600 $1.6M
Rowlandmiller & Partners.adv 0.31% Add +93.5% 4,573 $1.6M
Founders Financial Securities LLC 0.11% Reduce -43.8% 4,560 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +0.0% 4,559 $1.6M
Moss Adams Wealth Advisors LLC 0.12% Add +49.8% 4,556 $1.6M
Perennial Investment Advisors, LLC 0.13% Add +73.3% 4,550 $1.6M
Keel Point, LLC 0.10% Reduce -33.7% 4,549 $1.6M
Anb Bank 0.64% Add +23.6% 4,540 $1.6M
Fielder Capital Group LLC 0.36% Reduce -2.3% 4,529 $1.6M
RiverPark Advisors, LLC 1.20% Add +9.8% 4,525 $1.6M
Knollwood Investment Advisory, LLC 0.14% Reduce -0.7% 4,523 $1.6M
Sentinel Trust Co. Lba 0.16% Reduce -7.9% 4,500 $1.6M
CFS Investment Advisory Services, LLC 0.12% Add +20.2% 4,286 $1.6M
Oarsman Capital, Inc. 0.22% Reduce -6.5% 4,492 $1.6M
Delta Financial Advisors LLC 0.44% Add +3.8% 4,479 $1.5M
Aspen Grove Capital, LLC 0.26% Add +64.4% 4,472 $1.5M
Nicholson Wealth Management Group, LLC 0.90% Add +45.6% 4,471 $1.5M
Cox Capital Mgt LLC 1.00% Add +0.2% 4,453 $1.5M
Financial Perspectives, Inc 0.43% Add +2.1% 4,445 $1.5M
Apexium Financial, LP 0.07% Reduce -7.8% 4,439 $1.5M
Strategic Wealth Partners, Ltd. 0.11% Reduce -16.0% 4,437 $1.5M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -28.5% 4,435 $1.5M
Zuckerman Investment Group, LLC 0.14% Add +10.9% 4,431 $1.5M
Deltec Asset Management LLC 0.25% Reduce -31.1% 4,420 $1.5M
GTS Securities LLC 0.06% Add +28.5% 4,419 $1.5M
Bison Wealth, LLC 0.14% Reduce -2.6% 4,537 $1.5M
Cladis Investment Advisory, LLC 0.87% Add +84.7% 4,407 $1.5M
Finivi Inc. 0.97% Reduce -2.4% 4,404 $1.5M
Zions Bancorporation, National Association 0.08% Reduce -76.0% 4,401 $1.5M
Monetta Financial Services Inc. 1.06% New 4,400 $1.5M
Jensen Investment Management Inc. 0.02% Reduce -58.0% 4,373 $1.5M
Regal Investment Advisors LLC 0.10% Add +41.4% 4,373 $1.5M
Duncan Williams Asset Management, LLC 0.42% Add +2.9% 4,367 $1.5M
Optas, LLC 0.25% Add +17.9% 4,342 $1.5M
Bridgewater Advisors Inc. 0.10% Add +4.3% 4,648 $1.5M
Professional Financial Advisors, LLC 0.31% New 4,327 $1.5M
SWS Partners 0.36% Add +7.2% 4,325 $1.5M
Strategic Financial Services, Inc. 0.07% Reduce -22.7% 4,314 $1.5M
Financial Engines Advisors L.L.C. 0.00% Reduce -4.9% 4,314 $1.5M
Cooper Financial Group 0.16% Add +2.8% 4,308 $1.5M
Frisch Financial Group, Inc. 0.35% Add +0.5% 4,304 $1.5M
Requisite Capital Management, LLC 0.25% Add +100.3% 4,303 $1.5M
Courage Capital Management LLC 1.96% Add +30.3% 4,300 $1.5M
Supplemental Annuity Collective Trust of NJ 0.39% No change 4,300 $1.5M
Baron Capital (BAMCO) 0.00% New 4,300 $1.5M
Richwood Investment Advisors, LLC 1.16% Reduce -1.7% 4,290 $1.5M
Sterling Investment Management, LLC 0.89% Add +2.2% 4,285 $1.5M
Rockland Trust Co. 0.06% Reduce -94.9% 4,283 $1.5M
MBM Wealth Consultants, LLC 0.37% Add +40.2% 4,276 $1.5M
One Capital Management, LLC 0.05% Add +17.9% 4,268 $1.5M
Foster & Motley Inc. 0.08% Reduce -12.7% 4,255 $1.5M
Kirtland Hills Capital Management, LLC 0.58% Add +32.7% 4,243 $1.5M
Courier Capital LLC 0.08% Reduce -0.8% 4,236 $1.5M
Jamison Private Wealth Management, Inc. 0.19% Add +70.2% 4,232 $1.5M
Epiq Partners, LLC 0.71% Add +19.0% 4,225 $1.5M
Humankind Investments LLC 0.33% Reduce -4.2% 4,215 $1.5M
Nicolet Advisory Services, LLC 0.11% Reduce -2.2% 3,997 $1.5M
CastleKnight Management LP 0.08% Reduce -66.1% 4,200 $1.5M
First Horizon Corp. 0.07% — 4,196 $1.4M
Union Heritage Capital, LLC 0.47% Reduce -55.9% 4,178 $1.4M
Summit Financial Wealth Advisors, LLC 0.22% Add +8.4% 4,141 $1.4M
Patten Group, Inc. 0.28% Reduce -9.8% 4,163 $1.4M
MeadowBrook Investment Advisors LLC 1.25% Reduce -1.0% 4,147 $1.4M
White Pine Capital LLC 0.41% Add +280.8% 4,135 $1.4M
Chiron Capital Management, LLC 1.22% Reduce -0.2% 4,132 $1.4M
Moneco Advisors, LLC 0.12% Add +2.7% 4,130 $1.4M
Strategic Blueprint, LLC 0.06% Reduce -12.2% 4,109 $1.4M
Lewis Asset Management, LLC 0.58% Add +99.3% 4,105 $1.4M
Chancellor Financial Group WB LP 1.01% Reduce -8.8% 4,097 $1.4M
Smithfield Trust Co 0.06% Reduce -17.4% 4,095 $1.4M
First Commonwealth Financial Corp 0.23% New 4,060 $1.4M
Van Cleef Asset Management,Inc 0.14% Reduce -3.8% 4,055 $1.4M
BlueStem Wealth Partners, LLC 0.16% Add +7.7% 4,051 $1.4M
Arrow Financial Corp 0.14% Reduce -20.1% 4,036 $1.4M
First Nebraska Trust Co 0.13% Add +0.5% 4,034 $1.4M
Relyea Zuckerberg Hanson LLC 0.15% Add +13.5% 4,034 $1.4M
Lawson Kroeker Investment Management Inc. 0.25% Reduce -1.2% 4,031 $1.4M
Palumbo Wealth Management LLC 0.44% New 4,303 $1.4M
Forefront Wealth Management Inc. 1.01% Reduce -15.5% 4,008 $1.4M
Ariose Capital Management Ltd 0.46% New 4,000 $1.4M
Ameliora Wealth Management Ltd. 0.46% No change 4,000 $1.4M
Chilton Capital Management LLC 0.05% Reduce -20.3% 3,992 $1.4M
Voya Financial Advisors, Inc. 0.13% Reduce -8.0% 3,989 $1.4M
Cardinal Point Capital Management ULC 0.10% No change 3,966 $1.4M
Solidarity Wealth, LLC 0.29% Reduce -7.3% 3,965 $1.4M
Bank Hapoalim BM 0.18% Add +1.9% 3,963 $1.4M
LMCG Investments, LLC 0.08% Reduce -7.3% 3,956 $1.4M
One River Asset Management, LLC 4.36% New 3,953 $1.4M
Norden Group LLC 0.14% Add +52.5% 3,921 $1.4M
China Universal Asset Management Co., Ltd. 0.11% Reduce -30.4% 3,914 $1.4M
Everhart Financial Group, Inc. 0.14% Add +75.9% 3,904 $1.3M
ICW Investment Advisors LLC 0.49% Add +18.1% 3,903 $1.3M
Chesapeake Wealth Management 0.41% Reduce -4.1% 3,902 $1.3M
Kanawha Capital Management LLC 0.09% Add +60.0% 3,894 $1.3M
Mather Group, Llc. 0.01% No change 3,892 $1.3M
DGS Capital Management, LLC 0.24% Add +8.0% 3,880 $1.3M
Pursue Wealth Partners LLC 0.73% Reduce -54.9% 3,872 $1.3M
Creegan & Nassoura Financial Group, LLC 0.86% No change 3,860 $1.3M
Strive Asset Management, LLC 0.72% New 3,857 $1.3M
Rydar Equities, Inc. 1.07% Add +63.4% 3,819 $1.3M
Opal Wealth Advisors, LLC 0.37% Reduce -42.3% 3,852 $1.3M
IFG Advisory, LLC 0.06% Reduce -29.4% 3,842 $1.3M
Doliver Advisors, LP 0.34% Reduce -15.2% 3,842 $1.3M
Central Valley Advisors, LLC 0.41% Reduce -0.7% 3,839 $1.3M
Financial Advisors Network, Inc. 0.19% Add +11.6% 3,833 $1.3M
Sivia Capital Partners, LLC 0.37% Add +113.2% 3,832 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +4.4% 3,831 $1.3M
United Advisor Group, LLC 0.18% Add +109.3% 3,830 $1.3M
Certuity, LLC 0.09% Add +39.1% 3,828 $1.3M
Capital & Planning, LLC 0.82% Reduce -4.9% 3,827 $1.3M
Royal Fund Management, LLC 0.16% New 3,824 $1.3M
Oak Asset Management, LLC 0.45% Reduce -12.8% 3,824 $1.3M
McDonald Partners LLC 0.39% Add +3.1% 3,813 $1.3M
Elk River Wealth Management LLC 0.21% No change 3,804 $1.3M
Arbor Capital Management Inc. 1.05% Add +21.0% 3,742 $1.3M
Blackhawk Capital Partners, LLC 0.51% Add +178.2% 3,792 $1.3M
Townsend & Associates, Inc 0.12% Reduce -0.6% 3,658 $1.3M
Safeguard Investment Advisory Group, LLC 0.32% Add +22.5% 3,777 $1.3M
Canopy Partners, LLC 0.43% Add +8.2% 3,754 $1.3M
Cornerstone Wealth Group, LLC 0.09% Add +59.9% 3,742 $1.3M
Okabena Investment Services Inc. 0.25% Reduce -17.6% 3,727 $1.3M
James J. Burns & Company, LLC 0.19% Add +7.7% 3,725 $1.3M
Modus Advisors, LLC 0.35% Add +14.2% 3,724 $1.3M
SkyView Investment Advisors, LLC 0.16% Add +0.7% 3,720 $1.3M
Souders Financial Advisors 0.15% Add +7.4% 3,720 $1.3M
Ellenbecker Investment Group 0.19% Reduce -0.2% 3,717 $1.3M
TRUE Private Wealth Advisors 0.13% Add +138.7% 3,705 $1.3M
ORBA Wealth Advisors, L.L.C. 1.05% Reduce -0.4% 3,695 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.16% Reduce -30.5% 3,691 $1.3M
1776 Wealth LLC 0.49% Add +51.1% 3,688 $1.3M
Brady Family Wealth, LLC 0.39% Reduce -31.2% 3,686 $1.3M
Lincoln Capital Corp. 0.46% Reduce -0.0% 3,685 $1.3M
Argentarii, LLC 0.51% Add +1.5% 3,684 $1.3M
Castle Wealth Management LLC 0.43% Reduce -8.0% 3,684 $1.3M
Tred Avon Family Wealth, LLC 0.44% — 3,684 $1.3M
Y.D. More Investments Ltd 0.07% Add +964.4% 3,672 $1.3M
Gables Capital Management Inc. 0.54% Reduce -9.7% 3,670 $1.3M
Revisor Wealth Management LLC 0.44% Add +172.3% 3,439 $1.3M
Prudent Man Advisors, LLC 0.46% Reduce -0.5% 3,641 $1.3M
MIdWestOne Financial Group, Inc. 0.15% Reduce -8.8% 3,630 $1.3M
West Family Investments, Inc. 0.28% Reduce -15.0% 3,628 $1.3M
Balefire, LLC 0.25% Add +203.4% 3,608 $1.2M
Bell Bank 0.05% Reduce -4.0% 3,603 $1.2M
Triad Wealth Partners, LLC 0.16% Add +38.8% 3,596 $1.2M
Two Sigma Securities, LLC 0.18% New 3,592 $1.2M
Rovin Capital /Ut/ 0.34% Add +116.5% 3,591 $1.2M
Heartland Bank & Trust Co 0.51% Reduce -2.1% 3,591 $1.2M
Silicon Valley Capital Partners 0.12% Reduce -11.2% 3,591 $1.2M
Revolve Wealth Partners, LLC 0.15% Add +4.5% 3,584 $1.2M
Zullo Investment Group, Inc. 0.46% Reduce -10.5% 3,565 $1.2M
Resonant Capital Advisors, LLC 0.07% Add +35.6% 3,565 $1.2M
MainStreet Investment Advisors LLC 0.16% Reduce -62.9% 3,545 $1.2M
Semus Wealth Partners LLC 0.69% Add +17.5% 3,544 $1.2M
Legacy Financial Advisors, Inc. 0.17% Add +8.1% 3,537 $1.2M
St. Johns Investment Management Company, LLC 0.52% Reduce -1.6% 3,536 $1.2M
US Asset Management LLC 1.00% Reduce -0.2% 3,516 $1.2M
Premier Path Wealth Partners, LLC 0.16% Reduce -10.6% 3,509 $1.2M
LSV Asset Management 0.00% Reduce -1.7% 3,500 $1.2M
Herold Advisors, Inc. 0.28% Add +14.6% 3,501 $1.2M
Clarendon Private LLC 1.10% Add +45.8% 3,501 $1.2M
Lighthouse Investment Partners, LLC 0.04% New 3,500 $1.2M
Quent Capital, LLC 0.10% Reduce -4.1% 3,496 $1.2M
Johnson & White Wealth Management, LLC 0.55% Add +65.0% 3,494 $1.2M
Ellis Investment Partners, LLC 0.22% Reduce -1.9% 3,487 $1.2M
Generation Capital Management LLC 0.87% Add +40.9% 3,481 $1.2M
Easterly Investment Partners LLC 0.08% Reduce -49.1% 3,479 $1.2M
Ellevest, Inc. 0.17% Add +5.5% 3,478 $1.2M
Texas Yale Capital Corp. 0.04% Reduce -47.3% 3,472 $1.2M
Fiduciary Group, LLC 0.10% Reduce -4.3% 3,460 $1.2M
HHM Wealth Advisors, LLC 0.14% Add +7.0% 3,437 $1.2M
Transamerica Financial Advisors, LLC 0.10% Reduce -2.9% 3,436 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +20.3% 3,422 $1.2M
Enclave Advisors LLC 0.18% Add +3.6% 3,419 $1.2M
Pictet North America Advisors SA 0.11% Reduce -44.2% 3,419 $1.2M
Goepper Burkhardt LLC 0.40% Reduce -7.0% 3,412 $1.2M
ZWJ Investment Counsel Inc. 0.04% Add +4.3% 3,410 $1.2M
Lanark Financial, Inc. 0.09% Reduce -45.8% 3,398 $1.2M
Calton & Associates, Inc. 0.18% Add +34.0% 3,395 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -12.1% 3,391 $1.2M
Lee Financial Co 0.15% New 3,390 $1.2M
Main Street Financial Solutions, LLC 0.07% Add +33.0% 3,387 $1.2M
Evelyn Partners Investment Management (Europe) Ltd 0.41% Reduce -15.8% 3,385 $1.2M
Defined Wealth Management, LLC 0.68% Add +0.2% 3,376 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Add +94.4% 3,375 $1.2M
Congress Park Capital LLC 0.36% Add +8.9% 3,375 $1.2M
MSH Capital Advisors LLC 0.31% Add +4.0% 3,363 $1.2M
Parsons Capital Management Inc. 0.07% Reduce -12.9% 3,348 $1.2M
New Insight Wealth Advisors 0.43% Add +310.2% 3,339 $1.2M
Colonial River Investments, LLC 0.42% Add +1.8% 3,337 $1.2M
Ascent Wealth Partners, LLC 0.13% Reduce -0.0% 3,317 $1.1M
Brookwood Investment Group LLC 0.15% Add +33.0% 3,316 $1.1M
CSU Producer Resources, Inc. 3.37% No change 3,300 $1.1M
Versor Investments LP 0.21% Add +174.8% 3,300 $1.1M
Diversified Enterprises, LLC 0.08% Reduce -16.5% 3,296 $1.1M
Nilsine Partners, LLC 0.10% Add +13.8% 3,293 $1.1M
Emprise Bank 0.49% Reduce -3.9% 3,288 $1.1M
Grove Bank & Trust 0.13% Reduce -4.4% 3,285 $1.1M
Paladin Wealth, LLC 0.82% Add +2.0% 3,281 $1.1M
Apella Capital, LLC 0.03% Add +82.8% 3,167 $1.1M
Wbi Investments, LLC 0.29% Add +20.5% 3,264 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +9.5% 3,264 $1.1M
Kenora Financial, LLC 0.38% Add +7.0% 3,262 $1.1M
FourThought Financial Partners, LLC 0.10% Add +20.6% 3,255 $1.1M
Baldwin Investment Management, LLC 0.13% Reduce -14.3% 3,249 $1.1M
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% Reduce -2.5% 3,249 $1.1M
Evernest Financial Advisors, LLC 0.31% Reduce -6.7% 3,240 $1.1M
Cache Advisors, LLC 0.19% Add +110.8% 3,235 $1.1M
Welch & Forbes LLC 0.01% Reduce -4.0% 3,228 $1.1M
Advisors Preferred, LLC 0.16% No change 3,200 $1.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.49% New 3,200 $1.1M
Scientech Research LLC 0.38% New 3,187 $1.1M
Twelve Points Wealth Management LLC 0.27% Add +7.2% 3,176 $1.1M
Culbertson A N & Co. Inc. 0.16% Reduce -51.1% 3,175 $1.1M
Wealth Alliance, LLC 0.11% Reduce -21.9% 3,169 $1.1M
Pennington Partners & Co., LLC 0.52% New 3,159 $1.1M
Wrapmanager Inc. 0.33% Reduce -18.4% 3,145 $1.1M
Boyd Watterson Asset Management LLC 0.32% Add +1369.6% 3,145 $1.1M
Stokes Family Office, LLC 0.10% Reduce -13.9% 3,133 $1.1M
Transcend Capital Advisors, LLC 0.08% Reduce -6.7% 3,127 $1.1M
Trust Investment Advisors 0.61% Reduce -3.2% 3,118 $1.1M
Abel Hall, LLC 0.43% Add +4.9% 3,098 $1.1M
Tower Bridge Advisors 0.11% Reduce -86.8% 3,096 $1.1M
Ingalls & Snyder LLC 0.04% Add +1.2% 3,095 $1.1M
Laraway Financial Advisors Inc 0.73% Add +5.6% 3,096 $1.1M
Allred Capital Management, LLC 0.37% Add +7.8% 3,090 $1.1M
Buckley Wealth Management, LLC 0.29% Reduce -8.0% 3,081 $1.1M
Aspiriant, LLC 0.03% Reduce -8.5% 3,076 $1.1M
Harvest Fund Management Co., Ltd 0.04% Add +7963.2% 3,064 $1.1M
Comprehensive Financial Management LLC 0.03% No change 3,074 $1.1M
Guerra Advisors Inc 0.39% New 3,066 $1.1M
Up Strategic Wealth Investment Advisors LLC 0.79% Add +32.4% 2,918 $1.1M
Archford Capital Strategies, LLC 0.12% Reduce -26.0% 3,039 $1.0M
Baader Bank Aktiengesellschaft 0.09% Add +130.8% 3,889 $1.0M
Tolleson Wealth Management, Inc. 0.16% Add +3.0% 3,029 $1.0M
Activest Wealth Management 0.21% Add +143.3% 3,026 $1.0M
Continuum Advisory, LLC 0.11% Reduce -26.6% 3,020 $1.0M
FAS Wealth Partners, Inc. 0.07% Add +3.5% 3,017 $1.0M
BAM Wealth Management, LLC 0.81% — 3,014 $1.0M
X-Square Capital, LLC 0.32% New 3,000 $1.0M
Stableford Capital II LLC 0.37% Add +0.6% 2,993 $1.0M
Saxon Interests, Inc. 0.40% Reduce -6.6% 3,330 $1.0M
E&G Advisors, LLC 0.24% Add +1.7% 2,983 $1.0M
Key Financial Inc 0.19% Reduce -20.3% 2,957 $1.0M
Sierra Legacy Group 0.76% No change 2,974 $1.0M
Keebeck Wealth Management 0.12% Reduce -4.8% 2,948 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -0.3% 2,941 $1.0M
Dean Investment Associates, LLC 0.14% Reduce -1.6% 2,937 $1.0M
Richards, Merrill & Peterson, Inc. 0.44% Reduce -2.5% 2,937 $1.0M
Clearstead Trust, LLC 0.17% Reduce -72.3% 2,927 $1.0M
Weaver Capital Management LLC 0.22% Reduce -33.1% 2,927 $1.0M
GAMCO Investors 0.01% Add +4.2% 2,923 $1.0M
West Paces Advisors Inc. 0.20% Add +41.2% 2,921 $1.0M
Counterweight Ventures, LLC 0.59% Reduce -49.7% 2,921 $1.0M
Victory Financial Group, LLC 0.14% Reduce -34.0% 2,914 $1.0M
Riverpark Capital Management LLC 1.82% Reduce -1.6% 2,913 $1.0M
Gitterman Wealth Management, LLC 0.23% Add +12.5% 2,909 $1.0M
XTX Topco Ltd 0.05% Reduce -69.7% 2,909 $1.0M
Pettee Investors, Inc. 0.55% Reduce -8.9% 2,908 $1.0M
KLCM Advisors, Inc. 0.10% Reduce -8.5% 2,907 $1.0M
SYM FINANCIAL Corp 0.11% Reduce -12.6% 2,897 $1.0M
DF Dent & Co. Inc. 0.01% Reduce -32.6% 2,896 $1000K
EPG Wealth Management LLC 0.27% Add +20.7% 2,884 $996K
Prentice Wealth Management LLC 0.25% Add +9.5% 2,880 $994K
Columbia Asset Management 0.19% New 2,875 $993K
Trueblood Wealth Management, LLC 0.39% Reduce -2.1% 2,869 $991K
Mason & Associates Inc 0.20% Add +3.0% 2,869 $991K
Westbourne Investment Advisors, Inc. 0.28% Reduce -15.7% 2,868 $990K
BOK Financial Private Wealth, Inc. 0.06% Reduce -49.1% 2,861 $988K
Lebenthal Global Advisors, LLC 0.17% New 2,857 $987K
Clarius Group, LLC 0.06% Reduce -50.5% 2,857 $986K
Monte Financial Group, LLC 0.36% Reduce -37.7% 2,848 $983K
Advyzon Investment Management, LLC 0.17% Reduce -22.6% 2,847 $983K
Precedent Wealth Partners, LLC 0.22% Reduce -9.5% 2,846 $983K
Independent Investors Inc. 0.19% Reduce -3.4% 2,845 $982K
Camelot Portfolios, LLC 0.58% Add +17.9% 2,843 $982K
Abundance Wealth Counselors 0.17% Add +10.4% 2,840 $981K
TLWM 0.18% Add +5.9% 2,836 $979K
Vectors Research Management, LLC 0.31% No change 2,831 $978K
EFG Asset Management (Americas) Corp. 0.17% Reduce -8.5% 2,826 $976K
Burford Brothers, Inc. 0.42% Reduce -7.1% 2,823 $975K
Grandview Asset Management LLC 0.27% Add +171.9% 2,822 $974K
Bluespring Wealth Management, LLC 0.08% Reduce -2.0% 2,816 $972K
Meritage Portfolio Management 0.06% Reduce -3.9% 2,811 $971K
Centurion Wealth Management LLC 0.22% Add +50.3% 2,808 $970K
Cravens & Co Advisors, LLC 0.66% New 2,807 $969K
Sageworth Trust Co 0.05% New 2,806 $969K
Patron Partners, LLC 0.44% Add +8.2% 2,794 $965K
Gladius Capital Management LP 1.90% Add +384.1% 2,793 $964K
Hartford Funds Management Co LLC 0.08% Reduce -0.4% 2,784 $962K
Atlanta Consulting Group Advisors, LLC 0.24% Add +2.9% 2,786 $962K
Cobblestone Capital Advisors LLC 0.05% Reduce -12.4% 2,785 $962K
Syverson Strege & Co 0.23% Reduce -4.2% 2,783 $961K
Sompo Asset Management Co., Ltd. 0.17% Add +10.8% 2,780 $960K
Bank of Hawaii 0.05% Add +0.9% 2,772 $957K
LJI Wealth Management, LLC 0.17% Add +33.3% 2,766 $955K
West Michigan Advisors, LLC 0.23% Add +26.4% 2,765 $955K
World Equity Group, Inc. 0.22% New 2,755 $954K
Austin Private Wealth, LLC 0.07% Add +10.3% 2,759 $953K
Chatham Capital Group, Inc. 0.14% Reduce -75.7% 2,742 $947K
AXS Investments LLC 0.30% Add +49.7% 2,741 $946K
Financial Sense Advisors, Inc. 0.19% New 2,728 $942K
PFW Advisors LLC 0.28% Add +17.6% 2,722 $940K
Tang Capital Management LLC 0.04% No change 2,721 $940K
Landscape Capital Management, L.L.C. 0.06% Reduce -57.9% 2,706 $934K
Caption Management, LLC 0.06% New 2,700 $932K
Eads & Heald Wealth Management 0.44% Reduce -26.2% 2,690 $929K
Brand Asset Management Group, Inc. 0.26% Reduce -0.1% 2,683 $926K
Glen Eagle Advisors, LLC 0.13% Reduce -7.7% 2,679 $925K
EdgeRock Capital LLC 0.26% Add +8.2% 2,677 $924K
KW Wealth Management LLC 1.58% — 2,677 $924K
Cadence Bank 0.06% Add +1.1% 2,676 $924K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +155.7% 2,675 $924K
Bradyco, Inc. 1.05% No change 2,673 $923K
Angeles Wealth Management, LLC 0.06% Add +146.5% 2,670 $922K
Sapient Capital LLC 0.01% Reduce -49.9% 2,668 $921K
Rooted Wealth Advisors, Inc. 0.28% Add +35.3% 2,557 $921K
Barlow Wealth Partners, LLC 0.10% Reduce -90.3% 2,547 $921K
Prestige Wealth Management Group LLC 0.18% Reduce -13.5% 2,657 $918K
Elevated Capital Advisors, LLC 0.23% Add +123.9% 2,655 $917K
Garrison Point Advisors, LLC 0.38% Reduce -2.9% 2,651 $915K
Trust Point Inc. 0.07% Reduce -27.0% 2,642 $912K
Todd Asset Management LLC 0.02% No change 2,641 $912K
Duncker Streett & Co. Inc. 0.16% Reduce -75.9% 2,637 $911K
Oak Hill Wealth Advisors, LLC 0.17% Reduce -3.7% 2,630 $908K
Meadow Creek Wealth Advisors LLC 0.60% Add +8.7% 2,541 $906K
Cornerstone Advisory, LLC 0.09% Add +0.7% 2,619 $904K
Tudor Investment Corporation 0.01% Reduce -94.4% 2,614 $903K
Beacon Financial Group 0.09% Reduce -1.3% 2,613 $902K
FSM Wealth Advisors, LLC 0.13% Add +149.8% 2,605 $899K
Park Place Capital Corp 0.19% Reduce -17.4% 2,603 $899K
Gateway Wealth Partners, LLC 0.12% Add +27.5% 2,603 $899K
RiverFront Investment Group, LLC 0.02% Add +1.8% 2,602 $898K
Quadcap Wealth Management, LLC 0.11% Reduce -32.1% 2,600 $898K
Cassia Capital Partners, LLC 0.49% Add +23.9% 2,595 $896K
AXA S.A. 0.45% Reduce -99.1% 2,595 $896K
Advisory Research Inc. 0.12% Reduce -89.2% 2,594 $896K
Ironwood Investment Counsel, LLC 0.13% Reduce -13.7% 2,589 $894K
CFO4Life Group, LLC 0.13% Add +8.9% 2,589 $894K
RB Capital Management, LLC 0.19% Reduce -43.9% 2,573 $888K
Sunpointe, LLC 0.32% Reduce -9.0% 2,568 $887K
Stratos Investment Management, LLC 0.04% Reduce -80.4% 2,562 $885K
Nicolet Bankshares Inc. 0.14% Add +8.8% 2,559 $884K
HF Advisory Group, LLC 0.32% Add +51.2% 2,558 $883K
American Money Management, LLC 0.15% Reduce -6.5% 2,557 $883K
PICTET BANK & TRUST Ltd 1.06% No change 2,555 $882K
Empirical Asset Management, LLC 0.24% Add +142.2% 5,901 $882K
SeaCrest Wealth Management, LLC 0.09% Add +0.3% 2,373 $878K
Huntleigh Advisors, Inc. 0.15% Reduce -70.8% 2,542 $878K
RKL Wealth Management LLC 0.07% Reduce -9.3% 2,541 $877K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -3.2% 2,540 $877K
Everett Harris & Co. 0.01% Reduce -2.5% 2,513 $868K
Paulson Wealth Management Inc. 0.20% Reduce -7.6% 2,504 $865K
MRA Advisory Group 0.38% Reduce -6.1% 2,503 $864K
Warren Street Wealth Advisors, LLC 0.26% New 2,502 $864K
RBA Wealth Management, LLC 0.30% Reduce -24.3% 2,501 $864K
Patton Albertson Miller Group, LLC 0.10% Reduce -13.5% 2,500 $863K
Natural Investments, LLC 0.21% Reduce -0.7% 2,497 $862K
Winthrop Capital Management, LLC 0.21% New 2,492 $860K
California First Leasing Corp. 0.31% No change 2,489 $859K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -2.3% 2,489 $859K
Sentry Investment Management LLC 0.57% Reduce -44.5% 2,315 $856K
Alpha Family Trust 0.40% Add +57.1% 2,475 $855K
CYBER HORNET ETFs LLC 0.55% Add +0.6% 2,473 $854K
Jackson, Grant Investment Advisers, Inc. 0.28% Add +68.9% 2,467 $852K
Berkeley Capital Partners, LLC 0.20% Add +19.8% 2,465 $851K
Legacy Capital Wealth Partners, LLC 0.18% Reduce -30.9% 2,462 $850K
Resolute Wealth Strategies, LLC 0.39% Add +8.7% 2,458 $849K
Versant Capital Management, Inc 0.12% Add +142.0% 2,456 $848K
Topsail Wealth Management, LLC 0.14% Add +7.5% 2,453 $847K
Parcion Private Wealth LLC 0.05% Add +88.2% 2,452 $847K
CRA Financial Services, LLC 0.12% Reduce -14.5% 2,449 $846K
Silver Oak Securities, Incorporated 0.06% Add +42.4% 2,448 $845K
Prosperity Financial Group, Inc. 0.31% Add +7.6% 2,445 $844K
Childress Capital Advisors, LLC 0.15% Add +45.7% 2,444 $844K
Alpha Financial Advisors, LLC 0.30% Reduce -4.5% 2,443 $844K
LVM Capital Management Ltd. 0.08% Reduce -11.2% 2,440 $843K
Uncommon Cents Investing LLC 0.21% Add +1.9% 2,440 $843K
IPG Investment Advisors LLC 0.15% New 2,429 $839K
Compagnie Lombard Odier SCmA 0.01% Add +48.1% 2,423 $837K
Quotient Wealth Partners, LLC 0.02% Add +0.9% 2,422 $836K
Cornercap Investment Counsel Inc. 0.42% Reduce -1.6% 2,417 $835K
Riverwater Partners LLC 0.35% Add +22.4% 2,413 $833K
Hardy Reed LLC 0.06% Reduce -59.6% 2,396 $827K
Lodestone Wealth Management LLC 0.37% Add +13.4% 2,395 $827K
George Kaiser Family Foundation 0.12% No change 2,395 $827K
Integrated Investment Consultants, LLC 0.14% Add +5.0% 2,392 $826K
Spirepoint Private Client, LLC 0.09% Reduce -33.9% 2,379 $821K
CoreCap Advisors, LLC 0.03% Add +13.5% 2,378 $821K
Coastwise Capital Group, LLC 0.58% Add +78.0% 2,377 $821K
Convergence Investment Partners, LLC 0.18% Add +40.1% 2,377 $821K
Element Pointe Advisors, LLC 0.17% Add +10.4% 2,375 $820K
Ascentis Independent Advisors 0.14% Add +14.1% 2,369 $818K
Debussy Capital Management LP 0.12% Reduce -1.4% 2,362 $815K
Boreal Capital Management LLC 0.78% Add +0.8% 2,359 $815K
Bollard Group LLC 0.02% Add +0.6% 2,352 $812K
Consilium Wealth Advisory, LLC 0.31% Reduce -10.3% 2,348 $811K
Cardiff Park Advisors, LLC 0.06% Reduce -7.9% 2,344 $810K
KFG Wealth Management, LLC 0.12% Reduce -13.9% 2,342 $809K
MCF Advisors LLC 0.05% Add +1.1% 2,338 $807K
3Chopt Investment Partners, LLC 0.18% Add +44.0% 2,336 $807K
OneAscent Family Office, LLC 0.65% New 2,325 $803K
Whalen Wealth Management Inc. 0.47% Add +67.4% 2,325 $803K
Cim Investment Management Inc. 0.22% Reduce -1.1% 2,325 $803K
Canandaigua National Bank & Trust Co. 0.07% Reduce -6.2% 2,324 $802K
True North Advisors, LLC 0.13% Add +34.4% 2,322 $802K
Bigelow Investment Advisors, LLC 0.32% Reduce -40.3% 2,315 $799K
Full Sail Capital, LLC 0.04% Add +36.2% 2,314 $799K
Roberts Capital Advisors, LLC 0.89% New 2,314 $799K
Aigen Investment Management, LP 0.12% Reduce -9.0% 2,313 $799K
Forefront Wealth Partners, LLC 0.20% Add +107.0% 2,306 $796K
SGL Investment Advisors, Inc. 0.33% Add +263.1% 2,382 $795K
Cornerstone Wealth Advisors, Inc. 0.19% Reduce -2.5% 2,300 $794K
Connective Portfolio Management, LLC 1.40% New 2,300 $794K
First American Trust, FSB 0.06% Add +26.9% 2,299 $794K
Lakeshore Capital Group, Inc. 0.64% Add +1.1% 2,297 $793K
Armstrong Advisory Group, Inc. 0.06% Reduce -3.8% 2,295 $792K
N.E.W. Advisory Services LLC 0.07% Add +64.0% 2,293 $792K
Tiemann Investment Advisors, LLC 0.30% Reduce -4.6% 2,282 $788K
AA Financial Advisors, LLC 0.15% Add +3.4% 2,279 $787K
Harbor Group, Inc. 0.13% Add +0.5% 2,276 $786K
Wilson & Boucher Capital Management, LLC 0.52% Reduce -16.1% 2,273 $785K
Smith, Moore & Co. 0.06% Reduce -4.1% 2,271 $784K
Medallion Wealth Advisors, LLC 0.28% Add +0.3% 2,271 $784K
City State Bank 0.23% Add +14.8% 2,262 $781K
Retirement Planning Group, LLC 0.03% New 2,259 $780K
American State Bank (Iowa) 0.40% Add +17.9% 2,258 $780K
Financial Security Advisor, Inc. 0.17% Reduce -17.1% 2,256 $779K
SC&H Financial Advisors, Inc. 0.13% Reduce -0.8% 2,250 $777K
EMC Capital Management 0.37% New 2,250 $777K
Sovereign Financial Group, Inc. 0.15% Reduce -0.2% 2,244 $775K
Ameriflex Group, Inc. 0.29% Add +15.5% 2,238 $773K
Apeiron RIA LLC 0.17% Reduce -22.8% 2,155 $773K
Spinnaker Investment Group, LLC 0.14% Add +217.1% 2,232 $771K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +155.4% 2,133 $769K
Vista Cima Wealth Management LLC 0.64% New 2,225 $768K
Romano Brothers and Company 0.09% Reduce -14.5% 2,220 $767K
CoreFirst Bank & Trust 0.41% No change 2,219 $766K
Wilkins Investment Counsel Inc. 0.11% Reduce -22.6% 2,215 $765K
MJP Associates Inc. 0.10% Add +30.4% 2,208 $762K
Gsa Capital Partners LLP 0.06% Reduce -67.8% 2,201 $760K
Phillips Wealth Planners LLC 0.63% Add +20.5% 2,118 $760K
Evermay Wealth Management LLC 0.09% Reduce -1.5% 2,195 $758K
Cyr Financial Inc. 0.52% Add +12.9% 2,192 $757K
Trust Co of the South 0.13% Reduce -12.0% 2,190 $756K
Sanders Morris Harris LLC 0.10% New 2,190 $756K
Strategies Wealth Advisors, LLC 0.08% Add +94.1% 2,186 $755K
Taylor Hoffman Capital Management LLC 0.24% No change 2,184 $754K
NCP Inc. 0.56% Add +123.5% 2,181 $753K
Persium Advisors, LLC 0.56% Add +15.4% 2,178 $752K
Impact Partnership Wealth, LLC 0.11% Reduce -52.9% 2,178 $752K
Fairscale Capital, LLC 0.52% Reduce -7.2% 2,177 $752K
Simmons Bank 0.05% Add +3.9% 2,173 $750K
Intrua Financial, LLC 0.09% Reduce -18.1% 2,162 $747K
Wisconsin Wealth Advisors, LLC 0.71% Add +25.2% 2,161 $746K
Westover Capital Advisors, LLC 0.14% Reduce -12.1% 2,160 $746K
Coign Capital Advisors LLC 0.41% Add +61.0% 2,159 $746K
Crews Bank & Trust 0.11% Reduce -5.1% 2,156 $744K
Rossmore Private Capital 0.08% Reduce -57.8% 2,153 $743K
Essex Bank 0.17% Add +3.7% 2,151 $743K
QTR Family Wealth, LLC 0.35% Add +78.7% 2,144 $740K
Intellectus Partners, LLC 0.14% New 2,143 $740K
Amica Retiree Medical Trust 1.01% No change 2,143 $740K
First National Advisers, LLC 0.10% Reduce -44.7% 2,142 $740K
Bfsg, LLC 0.07% Add +5.3% 2,139 $739K
HCR Wealth Advisors 0.08% Add +0.5% 2,087 $738K
Tweedy, Browne Co LLC 0.06% Add +95.2% 2,137 $738K
Sfmg, LLC 0.05% Add +23.2% 2,132 $736K
Weinberger Asset Management, Inc 0.27% Add +3.3% 2,131 $736K
Cambridge Advisors Inc. 0.14% No change 2,122 $733K
Wallace Capital Management Inc. 0.09% No change 2,119 $732K
Crux Wealth Advisors 0.29% Add +5.7% 2,116 $731K
J.Safra Asset Management Corp 0.04% Add +7.6% 2,116 $731K
Balentine LLC 0.03% Add +34.8% 2,107 $728K
United Community Bank 0.22% Add +6.5% 2,100 $725K
Lumbard & Kellner, LLC 0.27% Add +4.9% 2,098 $724K
Amplius Wealth Advisors, LLC 0.06% Reduce -48.9% 2,097 $724K
Atlas Legacy Advisors, LLC 0.14% Add +82.5% 2,093 $723K
Members Wealth LLC 0.46% — 2,070 $721K
Birch Financial Group, LLC 0.42% Add +38.9% 2,087 $721K
Redhawk Wealth Advisors, Inc. 0.08% Add +15.1% 2,085 $720K
Nabity-Jensen Investment Management Inc 0.50% Reduce -14.8% 2,085 $720K
Aprio Wealth Management, LLC 0.07% Add +3.4% 2,085 $720K
CVA Family Office, LLC 0.09% Add +23.1% 2,084 $719K
A4 Wealth Advisors LLC 0.61% — 2,082 $719K
Farmers Trust Co. 0.12% Reduce -2.2% 2,082 $719K
LPWM LLC 0.19% Reduce -6.5% 2,081 $718K
Congress Asset Management Co. 0.00% Reduce -5.5% 2,080 $718K
Kelleher Financial Advisors 0.18% Reduce -4.6% 2,075 $716K
Renasant Bank 0.45% Reduce -57.6% 2,069 $714K
Provident Investment Management, Inc. 0.06% Reduce -30.9% 2,068 $714K
Vanguard Capital Wealth Advisors 0.57% Add +2.4% 2,067 $714K
Drive Wealth Management, LLC 0.15% Reduce -0.9% 2,063 $712K
Inspire Advisors, LLC 0.07% Add +11.9% 2,059 $711K
Ifrah Financial Services, Inc. 0.18% Reduce -0.7% 2,058 $710K
Yoffe Investment Management, LLC 0.92% No change 2,057 $710K
Cornerstone Wealth Management, LLC 0.04% No change 2,055 $710K
D.B. Root & Company, LLC 0.18% Add +21.0% 2,050 $708K
Midland Wealth Advisors, LLC 0.04% Add +12.7% 2,049 $708K
Murphy & Mullick Capital Management Corp 0.52% Add +36.1% 2,048 $707K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -3.0% 2,047 $707K
Cape Ann Savings Bank 0.38% Reduce -43.8% 2,047 $707K
McLean Asset Management Corp 0.15% Add +1.1% 1,968 $706K
Echo Wealth Management, LLC 0.41% Reduce -7.7% 2,045 $706K
Godshalk Welsh Capital Management, Inc. 0.41% No change 2,045 $706K
CNB Bank 0.29% Reduce -9.7% 2,045 $706K
Willner & Heller, LLC 0.54% Reduce -11.1% 2,042 $705K
Patrick M Sweeney & Associates, Inc. 0.46% Reduce -2.9% 2,040 $705K
Graves Light Lenhart Wealth, Inc. 0.08% Add +18.6% 2,039 $704K
Heck Capital Advisors, LLC 0.05% Add +9.5% 2,036 $703K
Navellier & Associates Inc. 0.07% Add +27.0% 2,035 $703K
Ardent Capital Management, Inc. 0.30% New 2,027 $700K
TFR Capital, LLC. 0.23% Reduce -68.8% 2,027 $700K
Sovran Advisors, LLC 0.06% Add +2.8% 2,029 $700K
Secure Asset Management, LLC 0.12% Reduce -27.7% 2,008 $699K
JT Stratford LLC 0.09% Add +58.7% 2,012 $695K
Cascade Financial Partners, LLC 0.08% Add +148.5% 2,008 $693K
Engineers Gate Manager LP 0.01% Reduce -92.4% 2,006 $693K
Strategic Family Wealth Counselors, L.L.C. 0.18% Add +1.8% 2,004 $692K
Unique Wealth Strategies, LLC 0.27% Add +8.9% 2,003 $692K
Cruiser Capital Advisors, LLC 0.69% New 2,000 $691K
Coastal Bridge Advisors, LLC 0.05% Reduce -62.6% 1,985 $685K
Abacus Planning Group, Inc. 0.09% Add +7.1% 1,981 $684K
Realta Investment Advisors 0.23% Add +33.7% 1,974 $682K
Grant Private Wealth Management Inc 0.42% Reduce -64.4% 1,970 $680K
Camden National Bank 0.09% Add +14.4% 1,965 $679K
Waddell & Associates, LLC 0.06% Add +17.5% 1,964 $678K
Wealthstream Advisors, Inc. 0.10% Add +1.8% 1,962 $677K
Continuum Wealth Advisors, LLC 0.29% Add +168.3% 1,961 $677K
Breakwater Capital Group 0.10% Reduce -17.1% 1,951 $674K
Florida Financial Advisors, LLC 0.21% Reduce -9.5% 1,945 $672K
Peak Asset Management, LLC 0.12% Reduce -61.9% 1,942 $671K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -90.4% 1,938 $669K
FSB Premier Wealth Management, Inc. 0.22% Reduce -0.6% 1,933 $667K
K.J. Harrison & Partners Inc 0.10% Reduce -2.1% 1,884 $666K
Landing Point Financial Group, LLC 0.35% Add +2.5% 1,930 $666K
WealthTrust Axiom LLC 0.18% Reduce -1.5% 1,929 $666K
Baron Wealth Management LLC 0.22% Add +90.3% 1,928 $666K
1ST Source Bank 0.04% Add +1.7% 1,928 $666K
BSW Wealth Partners 0.08% Reduce -17.5% 1,925 $665K
Twin Focus Capital Partners, LLC 0.08% No change 1,925 $665K
Diamant Asset Management, Inc. 0.49% Reduce -7.3% 1,920 $663K
Parisi Gray Wealth Management 0.17% Reduce -65.6% 1,919 $663K
CenterStar Asset Management, LLC 1.26% New 1,920 $663K
Prasad Wealth Partners, LLC 0.18% New 1,918 $662K
Pinnacle Bancorp, Inc. 0.20% Reduce -18.1% 1,918 $662K
111 Capital 0.13% New 1,917 $662K
Sunflower Bank, N.A. 0.16% Add +1.5% 1,916 $662K
Presidio Capital Management, LLC 0.23% Add +9.6% 1,915 $661K
Sawgrass Asset Management LLC 0.08% Reduce -25.9% 1,915 $661K
Acorns Advisers, LLC 0.01% Add +63.1% 1,915 $661K
Keb Asset Management, LLC 0.15% Add +0.2% 1,912 $660K
Gratus Wealth Advisors, LLC 0.09% Reduce -6.8% 1,909 $659K
Faithward Advisors, LLC 0.10% Reduce -27.4% 1,907 $659K
Opinicus Capital, Inc. 0.46% Reduce -41.5% 1,906 $658K
Lingohr Asset Management GmbH 1.15% New 1,900 $656K
Creekmur Asset Management LLC 0.11% Reduce -30.7% 1,893 $654K
First Bank & Trust 0.11% Add +39.8% 1,892 $653K
a16z Perennial Management, L.P. 0.05% New 1,889 $652K
Olde Wealth Management, LLC 0.20% — 2,030 $652K
Synergy Investment Management, LLC 0.25% Add +7.5% 1,886 $651K
Twin Peaks Wealth Advisors, LLC 0.22% Add +28.4% 1,884 $650K
White Lighthouse Investment Management Inc. 0.10% Reduce -0.5% 1,879 $649K
Ames National Corp. 0.39% Reduce -13.6% 1,879 $649K
Capital Markets Trading UK LLP 0.66% New 1,874 $647K
Smart Portfolios, LLC 0.62% Reduce -2.6% 1,872 $646K
Jackson Thornton Wealth Management, LLC 0.07% Add +53.3% 1,746 $646K
LRI Investments, LLC 0.05% Add +1.3% 18,527 $645K
New Republic Capital, LLC 0.20% Add +12.0% 1,863 $643K
Asset Planning,Inc 0.46% Reduce -2.2% 1,859 $642K
Granite Harbor Advisors, Inc. 0.27% Add +4.5% 1,854 $640K
Lauer Wealth, LLC 0.47% Add +47.3% 1,771 $640K
Copley Financial Group, Inc. 0.44% Add +35.6% 1,849 $638K
Bank of Stockton 0.18% Reduce -19.6% 1,846 $637K
B.O.S.S. Retirement Advisors, LLC 0.15% Reduce -3.5% 1,842 $636K
Flaharty Asset Management, LLC 0.08% Add +35.4% 1,838 $635K
Syntegra Private Wealth Group, LLC 0.06% Add +7.3% 1,836 $634K
Means Investment Co., Inc. 0.05% Reduce -57.6% 1,833 $633K
MBL Wealth, LLC 0.06% Reduce -42.0% 1,833 $633K
Virtue Asset Management LLC 0.53% — 1,833 $633K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,831 $632K
Thrive Wealth Management, LLC 0.10% Reduce -10.5% 1,831 $632K
PUREfi Wealth, LLC 0.49% Add +10.7% 1,830 $632K
My Personal CFO, LLC 0.24% Add +4.3% 1,830 $632K
Foundation Wealth Management, LLC\PA 0.24% Add +1.8% 1,830 $632K
Lansing Street Advisors 0.17% Add +136.8% 1,826 $630K
BridgePort Financial Solutions, LLC 0.17% Add +8.9% 1,817 $628K
Certified Advisory Corp 0.06% Add +4.3% 1,812 $626K
Piedmont Capital Management, LLC 0.33% Add +4.7% 1,821 $626K
CLG LLC 0.17% Add +9.4% 1,810 $625K
LS Investment Advisors, LLC 0.09% Add +28.4% 1,810 $625K
KG Capital Management 0.17% New 1,806 $624K
Factorial Partners, LLC 0.43% New 1,800 $622K
RiverGlades Family Offices LLC 0.38% No change 1,800 $622K
Northern Financial Advisors Inc 0.33% Add +0.1% 1,799 $621K
Secured Retirement Advisors, LLC 0.35% Reduce -74.8% 1,792 $619K
Invera Wealth Advisors, LLC 0.38% Add +3.3% 1,792 $619K
Pines Wealth Management, LLC 0.21% Add +9.2% 1,786 $617K
LVW Advisors, LLC 0.06% Add +22.9% 1,782 $615K
Sierra Capital LLC 0.07% Reduce -1.6% 1,779 $614K
Future Financial Wealth Managment LLC 0.38% Add +18.5% 1,761 $608K
Valtinson Bruner Financial Planning LLC 0.18% Add +0.6% 1,757 $607K
Capital Advisors Wealth Management, LLC 0.09% Add +17.2% 1,754 $606K
Broadwater Capital Management LLC 0.44% Reduce -99.7% 1,754 $606K
River Wealth Advisors LLC 0.07% Reduce -84.4% 1,752 $605K
waypoint wealth counsel 0.24% Add +62.0% 1,748 $604K
North Star Investment Management Corp. 0.04% Add +3.0% 1,744 $602K
Wealth Group Ltd 0.14% Reduce -3.5% 1,740 $601K
Summit Financial Strategies, Inc. 0.05% Reduce -1.0% 1,737 $600K
FRG Family Wealth Advisors LLC 0.10% No change 1,732 $598K
Aire Advisors, LLC 0.11% Add +40.4% 1,732 $598K
Franklin Street Advisors Inc. 0.03% Reduce -12.4% 1,731 $598K
Severin Investments, LLC 0.53% New 1,731 $598K
Winch Advisory Services, LLC 0.13% Add +16.9% 1,730 $597K
Argyle Capital Partners, LLC 0.43% Add +81.5% 1,728 $597K
Klingman & Associates, LLC 0.03% Add +49.0% 1,727 $596K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -90.9% 1,724 $595K
Gries Financial LLC 0.09% Add +7.8% 1,724 $595K
Arvest Bank Trust Division 0.03% Add +3.0% 1,723 $595K
Sage Private Wealth Group, LLC 0.33% Add +4.4% 1,723 $595K
RFP Financial Group LLC 0.24% Add +3.7% 1,585 $595K
Sims Investment Management, LLC 0.21% Add +58.0% 1,718 $593K
Elyxium Wealth, LLC 0.21% Reduce -17.4% 1,718 $593K
Kellett Wealth Advisors, LLC 0.36% Add +0.8% 1,717 $593K
Weaver Consulting Group 0.15% Add +84.6% 1,715 $592K
Element Wealth, LLC 0.26% Add +27.1% 1,714 $592K
Coppell Advisory Solutions LLC 0.06% Add +1.7% 1,714 $592K
Douglass Winthrop Advisors, LLC 0.01% Reduce -15.6% 1,710 $590K
Keystone Financial Group 0.04% Add +3.1% 1,708 $588K
Mad River Investors 0.25% New 1,700 $587K
AllSquare Wealth Management LLC 0.31% Add +2.5% 1,699 $587K
Morey & Quinn Wealth Partners, LLC 0.43% Reduce -4.5% 1,698 $586K
McGlone Suttner Wealth Management, Inc. 0.08% Add +35.1% 1,695 $585K
Horizon Kinetics Asset Management LLC 0.01% New 1,695 $585K
BG Investment Services, LLC 0.58% Add +12.3% 1,692 $584K
Asset Management Group, Inc. 0.10% Reduce -0.7% 1,691 $584K
BCS Wealth Management 0.13% Reduce -9.9% 1,686 $582K
Holistic Financial Partners 0.24% Add +25.3% 1,685 $582K
Spectrum Planning & Advisory Services Inc. 0.33% Add +8.3% 1,684 $582K
Ethos Financial Group, LLC 0.05% Reduce -8.4% 1,684 $581K
MV Capital Management, Inc. 0.06% Add +13.7% 1,681 $580K
Peoples Bank 0.58% Reduce -11.1% 1,680 $580K
Verum Partners LLC 0.12% Add +8.7% 1,674 $578K
Ridgewood Investments LLC 0.24% Add +227.0% 1,671 $577K
Hamilton Point Investment Advisors, LLC 0.09% No change 1,671 $577K
Caerus Investment Advisors, LLC 0.24% New 1,669 $576K
Bienville Capital Management, LLC 0.11% New 1,666 $575K
Meridian Financial Partners LLC 0.24% Reduce -47.5% 1,553 $574K
Retirement Planning Group, LLC / NY 0.43% Add +113.4% 1,660 $573K
Woodward Diversified Capital, LLC 0.27% Add +27.2% 1,659 $573K
Narus Financial Partners, LLC 0.16% Add +51.2% 1,657 $572K
Thomasville National Bank 0.04% Add +57.2% 1,649 $569K
Capital Advisory Group Advisory Services, LLC 0.18% Reduce -25.4% 1,646 $568K
Droms Strauss Advisors Inc. /Mo/ 0.16% No change 1,645 $568K
Summit Wealth Group, LLC 0.14% No change 1,645 $568K
Cerro Pacific Wealth Advisors LLC 0.16% Reduce -27.6% 1,643 $567K
Davies Financial Advisors, Inc. 0.46% Reduce -3.2% 1,637 $565K
Agate Pass Investment Management, LLC 0.21% Reduce -40.8% 1,632 $564K
Intellus Advisors LLC 0.08% Reduce -2.5% 1,632 $564K
Axis Wealth Partners, LLC 0.33% Add +1.8% 1,631 $563K
Alethea Capital Management, LLC 0.36% New 1,627 $562K
Soundwatch Capital LLC 0.09% Reduce -99.5% 1,626 $561K
Deseret Mutual Benefit Administrators 0.24% Add +50.0% 1,624 $561K
Marathon Trading Investment Management LLC 0.24% Reduce -73.9% 1,623 $560K
WMG Financial Advisors, LLC 0.19% Add +4.3% 1,618 $559K
Fort Point Capital Partners LLC 0.07% Add +12.5% 1,618 $559K
Root Financial Partners, LLC 0.03% Reduce -4.4% 1,618 $559K
Novak & Powell Financial Services, Inc. 0.29% Add +33.6% 1,615 $558K
Moseley Investment Management Inc. 0.17% Reduce -13.8% 1,615 $558K
Kingdom Financial Group LLC. 0.34% Reduce -33.9% 1,615 $558K
South Plains Financial, Inc. 0.35% Reduce -33.4% 1,607 $555K
Kavar Capital Partners Group, LLC 0.07% Add +3.9% 1,606 $555K
Investment Research Partners LLC 0.25% — 1,558 $554K
Harbor Advisors LLC 0.09% No change 1,600 $552K
Invenio Wealth Partners LLC 0.20% Reduce -17.4% 1,599 $552K
AGH Wealth Advisors, LLC 0.40% Reduce -3.9% 1,597 $551K
Lifeworks Advisors, LLC 0.07% Add +3.4% 1,595 $551K
VeraBank, N.A. 0.10% Reduce -7.2% 1,593 $550K
Rexford Capital Inc. 0.42% Add +6.4% 1,586 $548K
Womack Financial LLC 0.41% Add +0.6% 1,582 $546K
LMG Wealth Partners, LLC 0.10% New 1,582 $546K
Cypress Wealth Services, LLC 0.09% Reduce -0.1% 1,576 $544K
Everpar Advisors LLC 0.21% Add +34.8% 1,573 $543K
Maridea Wealth Management LLC 0.08% Add +108.8% 1,487 $542K
Cambria Investment Management, L.P. 0.03% Add +38.9% 1,570 $542K
Wealthspire Retirement, LLC 0.03% Reduce -2.2% 1,567 $541K
Detalus Advisors, LLC 0.14% Add +2.8% 1,564 $540K
Maple Capital Management, Inc. 0.04% Reduce -97.7% 1,561 $539K
Gilbert & Cook, Inc. 0.07% Add +2.1% 1,560 $539K
Sterling Investment Advisors, Ltd. 0.10% Add +129.1% 1,558 $538K
First Merchants Corp. 0.02% Reduce -29.8% 1,557 $538K
Covestor Ltd 0.30% Add +124.2% 1,554 $536K
Capital Advisors, Ltd. LLC 0.06% Add +4.8% 1,550 $535K
One Wealth Advisors, LLC 0.07% Add +16.8% 1,547 $534K
Regent Peak Wealth Advisors LLC 0.11% — 1,542 $532K
Wealth Management Partners, LLC 0.17% Reduce -52.5% 1,541 $532K
Mindset Wealth Management, LLC 0.14% Add +0.8% 1,539 $531K
Members Trust Co 0.02% Add +3.6% 1,533 $529K
First National Bank Sioux Falls 0.16% No change 1,525 $527K
Claris Advisors, LLC / Mo / 0.18% No change 1,687 $526K
North Ridge Wealth Advisors, Inc. 0.30% No change 1,523 $526K
Cape Investment Advisory, Inc. 0.52% Reduce -8.2% 1,519 $525K
Buttonwood Financial Advisors Inc. 0.18% Reduce -2.0% 1,513 $522K
GW Henssler & Associates Ltd. 0.03% Add +2.3% 1,510 $521K
Paladin Advisory Group, LLC 0.41% Reduce -12.0% 1,505 $520K
Corundum Trust Company, INC 1.12% Reduce -0.6% 1,499 $518K
Corsicana & Co. 0.29% — 1,498 $517K
Buska Wealth Management, LLC 0.15% Reduce -18.7% 1,494 $516K
Cynosure Group, LLC 0.06% Reduce -83.6% 1,494 $516K
Beese Fulmer Investment Management, Inc. 0.04% Add +10.4% 1,491 $515K
Analyst IMS Investment Management Services Ltd. 0.02% Reduce -12.9% 1,486 $513K
Polen Capital Management LLC 0.00% Reduce -76.0% 1,483 $512K
Tompkins Financial Corp. 0.04% Reduce -0.7% 1,482 $512K
Cary Street Partners Investment Advisory LLC 0.21% Reduce -31.3% 1,472 $508K
Prosperity Wealth Management, Inc. 0.17% Reduce -60.3% 1,468 $507K
WASHINGTON TRUST Co 0.02% Add +14.0% 1,465 $506K
May Hill Capital, LLC 0.15% Add +109.0% 1,463 $505K
Pinion Investment Advisors, LLC 0.14% Reduce -27.9% 1,392 $505K
Ritter Daniher Financial Advisory LLC / DE 0.09% Add +129.2% 1,460 $504K
Hengehold Capital Management LLC 0.04% Add +18.9% 1,460 $504K
Manske Wealth Management 0.15% Add +24.0% 1,459 $504K
Gallagher Fiduciary Advisors, LLC 0.02% Add +6.5% 1,455 $502K
Winthrop Advisory Group LLC 0.04% Reduce -6.0% 1,453 $502K
Golden State Wealth Management, LLC 0.06% Add +61.6% 1,450 $501K
Affinity Investment Advisors, LLC 0.34% Reduce -17.1% 1,450 $501K
General Partner, Inc. 0.27% No change 1,446 $499K
EHP Funds Inc. 0.66% New 1,444 $499K
Sound Income Strategies, LLC 0.03% Reduce -33.3% 1,349 $496K
Baldwin Wealth Partners LLC 0.03% Add +0.1% 1,435 $496K
Adirondack Trust Co. 0.17% Reduce -32.8% 1,429 $493K
Genesee Capital Advisors, LLC 0.21% Add +31.2% 1,425 $492K
DT Investment Partners, LLC 0.04% Reduce -7.2% 1,423 $491K
McAdam, LLC 0.02% Add +25.2% 1,421 $490K
CCM Investment Advisers LLC 0.05% Reduce -83.1% 1,420 $490K
Aspen Wealth Strategies, LLC 0.27% Reduce -10.8% 1,420 $490K
First Affirmative Financial Network 0.23% Reduce -2.7% 1,419 $490K
Menard Financial Group LLC 0.33% Add +9.6% 1,419 $490K
Earned Wealth Advisors, LLC 0.08% Add +28.7% 1,418 $490K
Polymer Capital Management (US) LLC 0.06% New 1,415 $489K
Harris Associates (Oakmark Funds) 0.00% New 1,414 $488K
Mizuho Securities Co. Ltd. 3.34% New 1,413 $488K
Pennsylvania Capital Management Inc. 0.14% Reduce -3.7% 1,413 $488K
Center for Financial Planning, Inc. 0.05% Add +19.5% 1,411 $487K
Windsor Advisory Group, LLC 0.43% New 1,409 $487K
XML Financial, LLC 0.04% Reduce -47.2% 1,407 $486K
Profit Investment Management, LLC 0.61% Reduce -21.5% 1,405 $485K
Hohimer Wealth Management, LLC 0.07% Reduce -6.0% 1,404 $485K
First Financial Corp. 0.19% Reduce -1.8% 1,403 $484K
Salomon & Ludwin, LLC 0.04% Add +11.5% 1,343 $484K
Brady Martz Wealth Solutions, LLC 0.09% Reduce -0.1% 1,400 $483K
AdvisorShares Investments LLC 0.08% New 1,400 $483K
Hennessy Advisors Inc. 0.02% Add +300.0% 1,400 $483K
Diligent Investors, LLC 0.12% Add +0.3% 1,398 $483K
Blalock Williams, LLC 0.42% Add +3.6% 1,396 $482K
RDA Financial Network 0.12% Reduce -86.2% 1,394 $482K
Discipline Wealth Solutions, LLC 0.13% Add +24.8% 1,393 $481K
Cypress Capital, LLC 0.14% Add +1.2% 1,392 $481K
Portside Wealth Group, LLC 0.07% Reduce -15.2% 1,387 $479K
Proathlete Wealth Management LLC 0.14% Reduce -17.4% 1,382 $477K
Jessup Wealth Management, Inc 0.18% Reduce -78.7% 1,375 $475K
Aspire Growth Partners LLC 0.35% Reduce -1.3% 1,374 $474K
Chesapeake Asset Management LLC 0.42% Add +44.0% 1,371 $474K
Arbor Investment Advisors, LLC 0.06% Add +89.4% 1,371 $473K
Measured Wealth Private Client Group, LLC 0.13% Reduce -12.9% 1,370 $473K
Disciplined Investors, L.L.C. 0.34% Reduce -1.4% 1,367 $472K
Mitchell Sinkler & Starr 0.21% Reduce -3.7% 1,367 $472K
Brandywine Oak Private Wealth LLC 0.04% Reduce -2.6% 1,366 $472K
Burr Financial Services, LLC 0.35% Add +45.2% 1,365 $471K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 1,365 $471K
Pointe Capital Management LLC 0.23% Reduce -6.3% 1,361 $470K
Enterprise Financial Services Corp 0.24% Reduce -5.9% 1,361 $470K
Keyes, Stange & Wooten Wealth Management, LLC 0.23% Reduce -2.3% 1,360 $470K
Rosenberg Matthew Hamilton 0.10% Add +0.6% 1,359 $469K
Wealth Quarterback LLC 0.18% Reduce -1.9% 1,358 $469K
Mirador Capital Partners LP 0.07% Add +28.4% 1,357 $468K
Marino, Stram & Associates LLC 0.08% Add +90.3% 1,353 $467K
LeConte Wealth Management, LLC 0.31% Add +24.1% 1,352 $467K
TigerOak Management, L.L.C. 0.14% Reduce -48.6% 1,352 $467K
Sunbelt Securities, Inc. 0.03% Reduce -40.1% 1,350 $466K
Birinyi Associates Inc. 0.12% No change 1,350 $466K
44 Wealth Management LLC 0.16% Reduce -37.1% 1,345 $464K
Cahaba Wealth Management, Inc. 0.03% Reduce -2.0% 1,345 $464K
Brown, Lisle/Cummings, Inc. 0.12% Reduce -3.0% 1,344 $464K
Optimize Financial Inc. 0.24% New 1,343 $464K
Stiles Financial Services Inc 0.15% Reduce -35.9% 1,343 $464K
TrueWealth Advisors, LLC 0.13% Reduce -1.6% 1,342 $463K
Clark Financial Services Group Inc. 0.25% Reduce -0.5% 1,341 $463K
ODonnell Financial Services, LLC 0.16% Add +1.9% 1,341 $463K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Add +50.9% 1,340 $463K
Lantz Financial LLC 0.10% Add +48.3% 1,338 $462K
Prairiewood Capital, LLC 0.15% Reduce -0.5% 1,336 $461K
Falcon Wealth Planning 0.04% Add +9.4% 1,334 $461K
Park Edge Advisors, LLC 0.11% Add +16.1% 1,332 $460K
New England Research & Management, Inc. 0.21% Reduce -83.7% 1,325 $458K
First City Capital Management, Inc. 0.25% Add +13.3% 1,321 $456K
Promethium Advisors,llc 0.26% New 1,315 $454K
Concentric Capital Strategies, LP 0.02% Reduce -74.9% 1,314 $454K
First Western Trust Bank 0.02% Add +0.8% 1,312 $453K
Octavia Wealth Advisors, LLC 0.04% Add +11.5% 1,309 $452K
Park National Corp. 0.01% Reduce -10.6% 1,304 $450K
Wealth Management Associates, Inc. 0.16% Add +78.4% 1,304 $450K
Canal Capital Management, LLC 0.07% Reduce -8.0% 1,294 $447K
NavPoint Financial, Inc. 0.23% Add +0.1% 1,294 $447K
Commonwealth Financial Services, LLC 0.08% Add +28.0% 1,289 $445K
Next Level Private LLC 0.13% Add +21.4% 1,239 $445K
Seamount Financial Group Inc. 0.21% Add +57.0% 1,284 $443K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -29.9% 1,284 $443K
Burns J W & Co. Inc. 0.05% Reduce -27.0% 1,281 $442K
GPS Wealth Strategies Group, LLC 0.05% Reduce -2.2% 1,277 $441K
Washington Capital Management, Inc. 0.31% Reduce -5.9% 1,275 $440K
Heritage Wealth Management, Inc. 0.13% Add +0.9% 1,273 $440K
Grey Ledge Advisors, LLC 0.10% New 1,272 $439K
Charter Oak Capital Management, LLC 0.03% Add +0.2% 1,272 $439K
Penobscot Wealth Management 0.14% No change 1,270 $438K
Net Worth Advisory Group 0.13% Reduce -17.6% 1,265 $437K
Centerpoint Advisors, LLC 0.14% Add +5.8% 1,261 $436K
King Wealth Management Group 0.05% Reduce -66.2% 1,263 $436K
Crescent Grove Advisors, LLC 0.04% No change 1,262 $436K
Alan B Lancz & Associates, Inc. 0.39% Reduce -3.8% 1,255 $433K
Balance Wealth Partners LLC 0.11% Add +25.3% 1,255 $433K
Arcataur Capital Management LLC 0.13% Add +0.7% 1,253 $433K
Sonoma Allocations LLC 0.16% — 1,209 $432K
Summa Corp. 0.19% No change 1,250 $432K
DDFG, Inc 0.10% Reduce -2.4% 1,247 $431K
IMZ Advisory Inc 0.16% Add +11.7% 1,247 $431K
Apollon Financial, LLC 0.07% New 1,247 $431K
BCK Partners, Inc. 0.23% Reduce -3.0% 1,247 $431K
bLong Financial, LLC 0.30% Add +86.8% 1,246 $430K
Crawford Investment Counsel Inc. 0.01% Reduce -16.9% 1,241 $428K
Northwest Bancshares, Inc. 0.07% Reduce -23.9% 1,240 $428K
Delta Investment Management, LLC 0.08% Reduce -95.4% 1,239 $428K
Legacy Edge Advisors, LLC 0.05% Reduce -10.7% 1,233 $426K
Quad-Cities Investment Group, LLC 0.18% New 1,229 $425K
GenTrust, LLC 0.02% Reduce -11.3% 1,228 $424K
Worth Asset Management, LLC 0.19% Reduce -0.2% 1,227 $424K
Ewa, LLC 0.12% Add +17.1% 1,224 $423K
Quadrant Private Wealth Management, LLC 0.08% Add +14.2% 1,220 $421K
Aspetuck Financial Management LLC 0.29% Reduce -2.8% 1,219 $421K
Martingale Asset Management L P 0.01% Reduce -91.5% 1,219 $421K
180 Wealth Advisors, LLC 0.05% Add +33.7% 1,207 $417K
Waldron Private Wealth LLC 0.02% Add +27.8% 1,206 $416K
Jacobsen Capital Management 0.14% Add +76.7% 1,205 $416K
Foster Group, Inc. 0.01% Add +41.6% 1,204 $416K
McElhenny Sheffield Capital Management, LLC 0.10% Reduce -24.9% 1,203 $415K
Atwater Malick LLC 0.12% New 1,201 $415K
Compass Wealth Management, LLC 0.18% New 1,200 $414K
Jeppson Wealth Management, LLC 0.13% Add +10.0% 1,200 $414K
JBF Capital, Inc. 0.06% New 1,200 $414K
First Command Advisory Services, Inc. 0.00% Add +3.9% 1,200 $414K
Two Sigma Advisers, LP 0.00% Reduce -99.8% 1,200 $414K
Abich Financial Wealth Management LLC 0.15% — 1,199 $414K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +52.2% 1,198 $414K
Investors Research Corp 0.08% Add +0.1% 1,196 $413K
Wellspring Financial Advisors, LLC 0.04% Add +5.2% 1,195 $413K
Custos Family Office, LLC 0.23% Add +7.2% 1,191 $411K
Three Seasons Wealth, LLC 0.04% Reduce -49.7% 1,186 $410K
Macroview Investment Management LLC 0.31% Add +3.6% 1,183 $409K
Hunter Associates Investment Management LLC 0.06% Reduce -58.3% 1,182 $408K
Ullmann Wealth Partners Group, LLC 0.04% Add +22.4% 1,180 $408K
Sunburst Financial Group, LLC 0.09% Reduce -27.7% 1,178 $407K
Armbruster Capital Management, Inc. 0.07% No change 1,175 $406K
Instrumental Wealth, LLC 0.28% New 1,177 $406K
Traphagen Investment Advisors LLC 0.03% Reduce -16.4% 1,175 $406K
Brucke Financial, Inc. 0.24% Reduce -7.3% 1,186 $405K
Oxford Financial Group, LTD. LLC 0.02% Add +27.1% 1,173 $405K
Founders Financial Alliance, LLC 0.08% Reduce -27.4% 1,173 $405K
Groesbeck Investment Management Corp. 0.79% No change 1,170 $404K
Invested Advisors 0.59% — 769 $403K
Three Magnolias Financial Advisors, LLC 0.25% Add +9.6% 1,167 $403K
Maxele Advisors, LLC 0.35% Reduce -28.3% 1,166 $403K
Caitong International Asset Management Co., Ltd 0.28% Reduce -74.4% 1,165 $402K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +7.1% 1,164 $402K
Omnia Family Wealth, LLC 0.13% New 1,164 $402K
Evolution Wealth Advisors, LLC 0.05% Add +7.6% 1,164 $402K
Successful Portfolios LLC 0.23% Reduce -11.2% 1,164 $402K
Aldebaran Financial Inc. 0.40% Add +18.6% 1,160 $401K
Twin City Private Wealth, LLC 0.31% Reduce -9.1% 1,158 $400K
Balboa Wealth Partners 0.07% Add +42.5% 1,156 $399K
Traynor Capital Management, Inc. 0.02% Reduce -0.8% 1,155 $399K
Ignite Planners, LLC 0.07% New 1,154 $398K
BlackDiamond Wealth Management, LLC 0.22% Add +58.2% 1,153 $398K
Regatta Capital Group, LLC 0.06% Add +17.7% 1,151 $397K
Alkeme Wealth, LLC 0.17% Add +78.3% 1,150 $397K
Spirit of America Management Corp. 0.08% Reduce -25.8% 1,150 $397K
Navalign, LLC 0.10% Reduce -0.9% 1,149 $397K
Ashton Thomas Securities, LLC 0.06% Reduce -48.6% 1,135 $396K
Veracity Capital LLC 0.13% Add +5.5% 1,145 $395K
Barrett & Company, Inc. 0.14% Reduce -3.0% 1,145 $395K
KRS Capital Management, LLC 0.24% New 1,143 $395K
Alpha Wealth Funds, LLC 0.32% New 1,000 $394K
WealthBridge Capital Management, LLC 0.09% Reduce -32.3% 1,142 $394K
Compass Ion Advisors, LLC 0.04% Add +1.9% 1,142 $394K
BOCHK Asset Management Ltd 0.10% New 1,140 $394K
Bedel Financial Consulting, Inc. 0.05% Add +6.3% 1,139 $393K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -68.3% 1,139 $393K
Fortress Financial Solutions, LLC 0.43% New 1,137 $393K
Catalina Capital Group, LLC 0.24% Add +9.1% 1,137 $393K
Baker Boyer National Bank 0.13% Add +0.3% 1,136 $392K
Riversedge Advisors, LLC 0.07% New 1,135 $392K
Facet Wealth, Inc. 0.01% Add +1.1% 1,135 $392K
Andina Capital Management, LLC 0.22% Add +11.5% 1,133 $391K
Forefront Analytics, LLC 0.38% Add +54.0% 1,130 $390K
High Net Worth Advisory Group LLC 0.09% Reduce -14.6% 1,126 $389K
ABN AMRO Bank N.V. 0.00% Reduce -32.1% 1,127 $388K
LBMC Investment Advisors, LLC 0.02% Add +28.8% 1,119 $386K
Arlington Trust Co LLC 0.07% Reduce -27.8% 1,114 $385K
Plante Moran Financial Advisors, LLC 0.02% Reduce -13.7% 1,114 $385K
Cheviot Value Management, LLC 0.04% No change 1,045 $384K
Advus Financial Partners, LLC 0.09% Reduce -8.9% 1,113 $384K
Kera Capital Partners, Inc. 0.06% Add +52.9% 1,113 $384K
Dillon & Associates Inc. 0.05% Add +0.6% 1,113 $384K
Atlas Wealth LLC 0.16% New 1,110 $383K
TOWER TRUST & INVESTMENT Co 0.26% No change 1,110 $383K
Values Added Financial LLC 0.17% Add +0.4% 1,109 $383K
Berbice Capital Management LLC 0.24% Reduce -32.1% 1,106 $382K
Miller Financial Services LLC 0.44% Reduce -6.2% 1,105 $382K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -12.0% 1,105 $382K
Tillman Hartley LLC 0.10% Add +3.8% 1,105 $382K
RMR Wealth Builders 0.03% Add +9.8% 1,104 $381K
Planning Center, Inc. 0.04% Reduce -0.4% 1,104 $381K
Clifford Group, LLC 0.30% Add +10.2% 1,100 $380K
Waters Parkerson & Co., LLC 0.02% Reduce -35.3% 1,100 $380K
Monograph Wealth Advisors, LLC 0.04% Add +11.2% 1,099 $380K
Atlas Brown,Inc. 0.11% Add +0.7% 1,097 $379K
Financial Consulate, Inc. 0.05% New 1,096 $378K
MN Wealth Advisors, LLC 0.20% Add +17.9% 1,095 $378K
Indiana Trust & Investment Management Co 0.11% Add +37.3% 1,094 $378K
HFR Wealth Management, LLC 0.09% No change 1,090 $376K
Paragon Private Wealth Management, LLC 0.12% Reduce -19.3% 1,087 $375K
Oxinas Partners, LLC 0.20% No change 1,084 $374K
Oregon Pacific Wealth Management, LLC 0.32% Add +5.8% 1,083 $374K
Wallace Advisory Group, LLC 0.30% Reduce -46.9% 1,198 $374K
Foster Victor Wealth Advisors, LLC 0.02% Add +28.2% 1,037 $374K
Strategic Investment Solutions, Inc. 0.10% Add +766.0% 1,732 $374K
North Forty Two & Co. 0.36% No change 1,081 $373K
Verus Capital Partners, LLC 0.03% Reduce -18.6% 1,076 $371K
Allium Financial Advisors, LLC 0.31% Reduce -17.3% 1,074 $371K
Benin Management CORP 0.09% Add +2.3% 1,072 $370K
Benedict Financial Advisors Inc. 0.08% Reduce -2.5% 1,070 $370K
OneAscent Wealth Management LLC 0.12% New 1,068 $369K
Pasadena Private Wealth, LLC 0.05% No change 1,068 $369K
Consilio Wealth Advisors, LLC 0.12% Add +19.2% 1,068 $369K
4WEALTH Advisors, Inc. 0.34% Add +7.3% 1,067 $368K
Provident Wealth Management, LLC 0.11% Add +53.8% 1,066 $368K
Leo Wealth, LLC 0.05% Add +2.2% 1,064 $367K
Teza Capital Management LLC 1.98% Reduce -8.7% 1,060 $366K
Elkhorn Partners Limited Partnership 0.25% Add +0.9% 1,060 $366K
Aviso Wealth Management 0.16% Reduce -37.6% 1,060 $366K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -7.1% 1,056 $365K
Quantum Financial Advisors, LLC 0.04% Reduce -26.6% 1,055 $364K
Code Waechter LLC 0.24% Reduce -39.6% 1,011 $364K
Walkner Condon Financial Advisors LLC 0.06% Add +28.2% 1,054 $364K
Strategy Asset Managers LLC 0.07% Add +32.1% 1,054 $364K
Baker Tilly Wealth Management, LLC 0.08% Reduce -15.9% 1,052 $363K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,052 $363K
Columbia Bank 0.10% No change 1,005 $363K
JFS Wealth Advisors, LLC 0.02% Add +9.2% 1,048 $362K
Voisard Asset Management Group, Inc. 0.08% Reduce -10.0% 1,047 $362K
Canvas Wealth Advisors, LLC 0.07% New 1,003 $361K
Horizon Investment Services, LLC 0.14% Reduce -68.9% 1,046 $361K
Palisades Hudson Asset Management, L.P. 0.13% Reduce -2.9% 1,047 $361K
Davis Capital Management 0.25% — 1,045 $361K
Antonelli Financial Advisors, LLC 0.25% Reduce -15.0% 1,045 $361K
Financial Insights, Inc. 0.12% New 1,045 $361K
PSI Advisors, LLC 0.09% New 1,043 $360K
Westmount Partners, LLC 0.09% Reduce -2.3% 1,033 $360K
Finer Wealth Management, Inc. 0.18% Add +34.5% 1,041 $359K
Tempus Wealth Planning, LLC 0.08% Reduce -68.0% 1,040 $359K
Argent Advisors, Inc. 0.11% Add +60.3% 1,040 $359K
Altiora Financial Group, LLC 0.07% Reduce -3.7% 1,038 $358K
VestGen Investment Management 0.22% Add +43.4% 1,037 $358K
Fortitude Advisory Group L.L.C. 0.19% Reduce -4.2% 1,036 $358K
Sage Rhino Capital LLC 0.07% Add +8.0% 1,030 $356K
Fogel Capital Management, Inc. 0.16% Reduce -0.8% 1,028 $355K
Fortress Private Ledger, LLC 0.13% Add +21.7% 1,028 $355K
Rothschild Wealth LLC 0.08% Add +29.7% 1,026 $354K
SWP Financial LLC 0.18% No change 1,026 $354K
Caitlin John, LLC 0.25% Reduce -16.9% 1,024 $353K
PCG Asset Management, LLC 0.28% Reduce -15.0% 1,023 $353K
Knightsbridge Asset Management, LLC 0.06% Add +31.4% 1,022 $353K
Ballast Advisors LLC 0.10% Add +0.2% 1,021 $353K
Aries Wealth Management 0.08% Reduce -6.1% 1,021 $353K
Advisors Management Group Inc. 0.06% No change 1,018 $352K
Roehl & Yi Investment Advisors, LLC 0.15% Reduce -47.1% 1,018 $352K
Emerald Advisors, LLC 0.05% Reduce -6.7% 1,016 $351K
New Covenant Trust Company, N.A. 0.33% Reduce -2.5% 1,015 $350K
Cromwell Holdings LLC 0.19% Reduce -59.5% 1,015 $350K
Marotta Asset Management 0.07% Reduce -31.6% 1,005 $350K
Wealth Forward, LLC 0.20% No change 1,012 $349K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -33.3% 1,008 $348K
Ascent Capital Management, LLC 0.28% Add +34.0% 1,005 $347K
Five Oceans Advisors 0.13% Reduce -23.9% 1,004 $347K
Bouchey Financial Group, Ltd. 0.03% Add +4.3% 1,003 $346K
Fortress Financial Group, LLC 0.27% Add +0.6% 1,002 $346K
Infrastructure Capital Advisors, LLC 0.06% New 1,001 $346K
Rangeley Capital, LLC 0.33% New 1,000 $345K
AtlasMark Financial, Inc 0.23% No change 1,000 $345K
Papamarkou Wellner Asset Management inc. 0.21% No change 1,000 $345K
Quinn Opportunity Partners LLC 0.03% New 1,000 $345K
Cohen & Steers, Inc. 0.00% No change 1,000 $345K
Second Line Capital, LLC 0.07% Reduce -84.1% 994 $343K
Black Diamond Financial, LLC 0.04% Reduce -23.5% 992 $343K
JGP Global Gestao de Recursos Ltda. 0.20% Add +0.8% 992 $343K
SRH Advisors, LLC 0.10% Add +1807.7% 992 $343K
Legacy Advisors, LLC 0.04% — 992 $343K
BayBridge Capital Group, LLC 0.22% New 990 $342K
Integral Investment Advisors, Inc. 0.09% Reduce -6.1% 990 $342K
Destination Wealth Management 0.01% New 986 $341K
Palmer Knight Co 0.16% No change 985 $340K
STAR Financial Bank 0.20% Add +28.3% 984 $340K
Webster Bank, N. A. 0.03% Reduce -27.5% 984 $340K
First Business Financial Services, Inc. 0.03% Reduce -47.0% 984 $340K
Garden State Investment Advisory Services LLC 0.09% Add +10.0% 981 $339K
Michels Family Financial, LLC 0.26% Add +27.2% 981 $339K
Juncture Wealth Strategies, LLC 0.11% Add +15.7% 981 $339K
Caldwell Sutter Capital, Inc. 0.14% Add +7.1% 980 $338K
Mechanics Financial Corp 0.13% Reduce -65.1% 979 $338K
Watts Gwilliam & Co., LLC 0.05% No change 965 $333K
Sonata Capital Group Inc. 0.12% Add +26.1% 965 $333K
Auxano Advisors, LLC 0.07% Add +3.4% 964 $333K
Francis Financial, Inc. 0.06% New 585 $331K
Heritage Financial Services, LLC 0.03% Reduce -10.4% 959 $331K
KFA Private Wealth Group, LLC 0.09% Add +22.5% 958 $331K
Eagle Wealth Strategies LLC 0.16% Reduce -2.8% 958 $331K
Midwest Financial Group LLC 0.16% Add +2.0% 957 $331K
LongView Wealth Management 0.09% Reduce -7.2% 955 $330K
Ariston Services Group 0.20% No change 953 $329K
Founders Capital Management, LLC 0.05% No change 953 $329K
Howard Bailey Securities, LLC 0.09% Reduce -16.0% 951 $328K
Fiduciary Family Office, LLC 0.09% Reduce -75.1% 948 $327K
TriaGen Wealth Management LLC 0.09% New 948 $327K
Southland Equity Partners LLC 0.07% New 948 $327K
Stonekeep Investments, LLC 0.21% No change 946 $327K
Van Strum & Towne Inc. 0.10% No change 945 $326K
Heartland Advisors Inc. 0.02% New 945 $326K
PFG Private Wealth Management, LLC 0.15% New 945 $326K
Integrity Wealth Solutions LLC 0.15% New 945 $326K
Darwin Wealth Management, LLC 0.10% Add +0.5% 944 $326K
Brave Asset Management Inc. 0.08% New 944 $326K
Blue Square Asset Management, LLC 0.14% Reduce -85.4% 937 $324K
Summit Wealth & Retirement Planning, Inc. 0.08% No change 937 $324K
Impact Investors, Inc 0.21% Reduce -0.1% 937 $323K
Wellington Shields & Co., LLC 0.08% Add +159.3% 936 $323K
Perritt Capital Management Inc 0.15% No change 935 $323K
LeClair Wealth Partners LLC 0.20% Reduce -15.8% 932 $322K
Summit Place Financial Advisors, LLC 0.15% No change 932 $322K
Red Wave Investments LLC 0.10% No change 927 $320K
Arq Wealth Advisors, LLC 0.09% New 926 $320K
Calydon Capital 0.05% New 925 $320K
Swisher Financial Concepts, Inc. 0.19% Reduce -0.6% 925 $319K
New England Capital Financial Advisors LLC 0.14% Add +0.1% 924 $319K
Silvant Capital Management LLC 0.01% Reduce -78.7% 921 $318K
MOKAN Wealth Management Inc. 0.16% Reduce -89.5% 918 $318K
Matisse Capital 0.14% Add +0.8% 918 $317K
Lafayette Investments, Inc. 0.06% No change 918 $317K
ORG Partners LLC 0.06% Reduce -22.8% 915 $316K
Shulman DeMeo Asset Management LLC 0.07% Add +0.1% 916 $316K
Curran Financial Partners, LLC 0.06% Reduce -4.9% 915 $316K
Hemington Wealth Management 0.04% Reduce -5.0% 918 $316K
Creative Financial Designs Inc. 0.02% Reduce -1.1% 914 $316K
Global Trust Asset Management, LLC 0.14% Reduce -22.9% 910 $314K
Satovsky Asset Management LLC 0.06% Add +0.7% 909 $314K
Operose Advisors LLC 0.08% Reduce -61.4% 907 $313K
BIP Wealth, LLC 0.02% Add +5.1% 907 $313K
Clean Yield Group 0.09% Reduce -2.9% 904 $312K
Beaton Management Co. Inc. 0.14% Reduce -2.9% 904 $312K
First Heartland Consultants, Inc. 0.03% Reduce -6.5% 903 $312K
Ssi Investment Management LLC 0.12% No change 901 $311K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Add +9.1% 900 $311K
Alberta Investment Management Corp 0.00% Reduce -98.8% 900 $311K
Heritage Wealth Management, Inc. 0.21% Reduce -0.2% 899 $310K
Baxter Bros Inc. 0.04% New 895 $309K
Latitude Advisors, LLC 0.14% Reduce -30.2% 894 $309K
E Fund Management (Hong Kong) Co., Ltd. 0.19% New 893 $308K
Evanson Asset Management, LLC 0.02% Reduce -16.3% 891 $308K
Binnacle Investments Inc 0.18% Add +132.6% 891 $308K
Koss-Olinger Consulting, LLC 0.03% No change 980 $306K
Financial Management Professionals, Inc. 0.03% Add +10.3% 886 $306K
Carson Advisory Inc. 0.16% Add +7.0% 886 $306K
Tandem Investment Advisors, Inc. 0.01% New 882 $305K
TBH Global Asset Management, LLC 0.06% New 883 $305K
Capital Wealth Alliance, LLC 0.15% No change 882 $305K
Berman McAleer LLC 0.04% — 882 $305K
BBR Partners, LLC 0.02% Reduce -0.7% 882 $305K
CPC Advisors, LLC 0.03% Add +5.0% 882 $305K
360 Financial, Inc. 0.10% Reduce -45.5% 881 $304K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% Reduce -41.3% 881 $304K
Warwick Investment Management, Inc. 0.05% Add +18.6% 880 $304K
Lesa Sroufe & Co 0.24% No change 877 $303K
Convergence Financial, LLC 0.05% New 877 $303K
Paradigm, Strategies in Wealth Management, LLC 0.19% Reduce -21.9% 876 $302K
PBMares Wealth Management LLC 0.05% Add +9.3% 874 $302K
Sax Wealth Advisors, LLC 0.02% Add +23.8% 874 $302K
Klingenstein Fields & Co. LP 0.01% Reduce -9.4% 873 $301K
Security National Bank of So Dak 0.15% Reduce -27.2% 871 $301K
Lanham O'Dell & Company, Inc. 0.10% Reduce -7.5% 869 $300K
Opus Capital Group, LLC 0.03% Reduce -4.0% 868 $300K
Financial & Tax Architects, LLC 0.07% Reduce -1.7% 868 $300K
GSG Advisors LLC 0.08% Add +10.6% 859 $299K
Cypress Financial Planning LLC 0.09% New 863 $298K
Blake Schutter Theil Wealth Advisors, LLC 0.29% New 863 $298K
Atle Fund Management AB 1.10% No change 13,727 $298K
Elm3 Financial Group, LLC 0.24% New 862 $298K
MFA Wealth Services 0.21% Reduce -18.3% 862 $298K
Guardian Wealth Advisors, LLC 0.17% No change 860 $297K
Kelman-Lazarov, Inc. 0.04% Reduce -18.0% 860 $297K
Frederick Financial Consultants, LLC 0.17% Add +2.9% 859 $297K
Washington Trust Advisors, Inc. 0.02% Reduce -1.0% 858 $296K
Transatlantique Private Wealth LLC 0.10% Reduce -15.1% 857 $296K
49 Wealth Management, LLC 0.03% Reduce -59.8% 857 $296K
Runnymede Capital Advisors, Inc. 0.24% New 852 $294K
Seeds Investor LLC 0.06% Reduce -4.5% 851 $294K
Mainsail Asset Management, LLC 0.13% New 850 $294K
Hoese & Co LLP 0.22% Reduce -15.0% 850 $293K
Bogart Wealth, LLC 0.01% Add +52.7% 849 $293K
Frazier Financial Advisors, LLC 0.18% Add +39.0% 849 $293K
Birch Hill Investment Advisors LLC 0.01% No change 849 $293K
Seven Mile Advisory 0.05% Reduce -27.4% 849 $293K
Rede Wealth, LLC 0.23% Reduce -70.6% 849 $293K
Eagle Bay Advisors LLC 0.23% Add +15.0% 849 $293K
Gould Asset Management LLC 0.05% No change 848 $293K
Cherrydale Wealth Management, LLC 0.09% New 847 $292K
Greater Midwest Financial Group, LLC 0.19% Reduce -86.7% 846 $292K
Breakthru Advisory Services, LLC 0.19% New 845 $292K
SummitTX Capital, L.P. 0.01% Add +7.1% 845 $292K
Ransom Advisory, Ltd 0.13% No change 845 $292K
Insight Advisors, LLC/ PA 0.04% Reduce -9.5% 841 $291K
Shepherd Financial Partners LLC 0.03% Reduce -38.5% 842 $291K
American National Bank of Texas 0.27% — 840 $290K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 840 $290K
Cairn Investment Group, Inc. 0.13% No change 841 $290K
Renaissance Group LLC 0.01% Reduce -13.4% 838 $289K
Albert D Mason Inc. 0.19% Reduce -4.1% 837 $289K
Lavaca Capital LLC 0.05% Reduce -49.9% 837 $289K
Symmetry Partners, LLC 0.03% New 836 $289K
PMV Capital Advisers, LLC 0.56% No change 835 $288K
Platinum Investment Management Ltd. 0.02% Reduce -9.1% 834 $288K
Horizon Wealth Management, LLC 0.04% Add +0.1% 831 $287K
Stillwater Capital Advisors, LLC 0.03% Reduce -14.9% 830 $287K
West Wealth Group, LLC 0.06% New 793 $287K
Hoxton Planning & Management, LLC 0.09% Reduce -15.8% 829 $286K
Copeland Capital Management, LLC 0.01% Reduce -98.0% 829 $286K
Werba Rubin Papier Wealth Management 0.05% Add +12.1% 827 $286K
Spartan Planning & Wealth Management 0.22% New 824 $285K
ROI Financial Advisors, LLC 0.17% Reduce -70.2% 821 $283K
Meridian Wealth Partners, LLC 0.04% New 817 $282K
Tactive Advisors, LLC 0.08% New 815 $281K
ETF Portfolio Partners, Inc. 0.07% Add +0.3% 811 $280K
Investor's Fiduciary Advisor Network, LLC 0.09% Reduce -2.3% 811 $280K
Aletheian Wealth Advisors LLC 0.13% Add +1.3% 810 $280K
MTM Investment Management, LLC 0.09% Reduce -0.7% 810 $280K
Limestone Investment Advisors LP 0.13% New 809 $279K
MRP Capital Investments, LLC 0.24% Reduce -44.2% 895 $279K
WJ Financial Advisors LLC 0.27% — 808 $279K
Motive Wealth Advisors 0.12% New 807 $279K
Leigh Baldwin & Co., LLC 0.16% New 806 $278K
Financial Council, LLC 0.12% Reduce -0.7% 806 $278K
Global Financial Private Client, LLC 0.10% Reduce -15.3% 806 $278K
Dynasty Wealth Management, LLC 0.00% New 806 $278K
Raleigh Capital Management Inc. 0.11% Reduce -35.2% 804 $278K
Cooper/Haims Advisors, LLC 0.13% Reduce -11.4% 804 $278K
Bruce G. Allen Investments, LLC 0.20% Add +1.8% 804 $278K
Mayport, LLC 0.06% Add +7.1% 804 $278K
PKS Advisory Services, LLC 0.06% New 803 $277K
Alteri Wealth LLC 0.10% Add +11.5% 802 $277K
Challenger Wealth Management 0.22% Reduce -46.1% 802 $277K
Capstone Financial Advisors, Inc. 0.01% Add +13.6% 800 $276K
IFS Group,LLC 0.24% — 789 $275K
Bernardo Wealth Planning LLC 0.05% Add +2.2% 792 $274K
Cherry Tree Wealth Management, LLC 0.06% No change 791 $273K
Addison Advisors LLC 0.06% Add +69.2% 790 $273K
RIA Advisory Group LLC 0.07% New 786 $271K
Volterra Technologies LP 0.18% Reduce -53.0% 785 $271K
Peak Retirement Planning, Inc. 0.08% Reduce -3.0% 783 $270K
Heron Bay Capital Management 0.05% No change 776 $268K
Private Advisory Group LLC 0.02% Reduce -98.2% 774 $267K
Crabel Capital Management, LLC 0.24% New 773 $267K
Luts & Greenleigh Group, Inc. 0.24% Add +3.4% 772 $267K
Berry Wealth Group, LP 0.87% Reduce -85.0% 772 $267K
Bill Few Associates, Inc. 0.07% Reduce -22.5% 771 $266K
Mma Asset Management LLC 0.09% New 770 $266K
Towercrest Capital Management 0.04% Add +1.9% 770 $266K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% Add +7.0% 769 $266K
Purus Wealth Management, LLC 0.08% Reduce -0.1% 767 $265K
Physician Wealth Advisors, Inc. 0.04% Add +62.6% 766 $265K
Mustico Financial Group, Inc. 0.27% New 747 $264K
Greatmark Investment Partners, Inc. 0.03% Reduce -5.6% 765 $264K
Encompass More Asset Management 0.05% New 763 $263K
Southeast Asset Advisors, LLC 0.03% Add +3.3% 760 $262K
Canandaigua National Trust Co of Florida 0.21% No change 758 $262K
RWC Asset Management LLP 0.01% New 758 $262K
Whelan Financial 0.08% New 758 $262K
WealthPlan Investment Management, LLC 0.02% Reduce -34.0% 757 $261K
Clarus Group, Inc. 0.09% Reduce -19.6% 757 $261K
Key Client Fiduciary Advisors, LLC 0.09% New 757 $261K
Moment Partners, LLC 0.05% Reduce -20.1% 756 $261K
Alliance Wealth Management Group 0.06% Add +1.9% 755 $261K
Kinloch Capital, LLC 0.11% Reduce -3.7% 754 $260K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -96.8% 751 $259K
Clarity Financial LLC 0.03% Add +0.4% 749 $259K
Wetzel Investment Advisors, Inc. 0.11% Reduce -6.3% 749 $259K
Vista Investment Partners LLC 0.07% Reduce -21.2% 749 $259K
BankPlus Trust Department 0.07% Reduce -72.2% 748 $258K
Kintra Wealth, LLC 0.15% Reduce -13.9% 747 $258K
White Knight Strategic Wealth Advisors, LLC 0.20% New 745 $257K
Matrix Asset Advisors Inc. 0.02% New 745 $257K
First County Bank 0.13% New 744 $257K
Seros Financial, LLC 0.15% New 742 $256K
Red Lighthouse Investment Management, LLC 0.09% Add +1.2% 741 $256K
Boston Research & Management Inc. 0.06% No change 740 $256K
Watershed Private Wealth LLC 0.08% New 738 $255K
CCG Wealth Management, LLC 0.12% New 737 $254K
Permanent Capital Management, LP 0.05% — 731 $252K
Lion Street Advisors, LLC 0.09% Reduce -74.9% 548 $252K
CVFG LLC 0.18% New 730 $252K
Texas Bank & Trust Co 0.10% Reduce -1.6% 729 $252K
Pembroke Management, LTD 0.03% New 729 $252K
Exchange Bank 0.17% Reduce -4.7% 728 $251K
Lynx Investment Advisory 0.15% Reduce -6.5% 728 $251K
Grange Capital, LLC 0.24% No change 727 $251K
TruWealth Advisors, LLC 0.01% New 725 $250K
Chicago Capital, LLC 0.01% Reduce -29.5% 724 $250K
HighMark Wealth Management LLC 0.11% Add +73.1% 722 $249K
Legacy Wealth Managment, LLC 0.11% Add +41.9% 721 $249K
Traveka Wealth, LLC 0.11% Reduce -12.5% 721 $249K
Philadelphia Trust Co. 0.02% No change 720 $249K
Threadgill Financial, LLC 0.12% New 721 $249K
Cookson Peirce & Co. Inc. 0.01% New 720 $249K
4J Wealth Management LLC 0.15% Reduce -13.5% 717 $248K
Wall Street Financial Group, Inc. 0.18% Reduce -12.7% 716 $247K
Pine Harbor Wealth Management, LLC 0.08% Reduce -5.8% 715 $247K
Uniting Wealth Partners, LLC 0.06% New 715 $247K
Check Capital Management Inc. 0.02% New 715 $247K
Hidden Cove Wealth Management, LLC 0.16% New 714 $247K
Blueshift Asset Management, LLC 0.08% Reduce -86.9% 713 $246K
Ring Mountain Capital, LLC 0.14% Reduce -0.4% 711 $246K
Millstone Evans Group, LLC 0.16% No change 712 $246K
Lifestyle Asset Management, Inc. 0.08% New 712 $246K
First Financial Bank - Trust Division 0.02% Reduce -14.2% 712 $246K
Fairview Capital Investment Management, LLC 0.01% Reduce -2.2% 710 $245K
Braun-Bostich & Associates Inc. 0.15% Reduce -0.7% 709 $245K
Windle Wealth, LLC 0.11% Add +0.7% 709 $245K
Wealth Dimensions Group, Ltd. 0.05% Reduce -6.4% 707 $244K
Ridgecrest Wealth Partners, LLC 0.11% No change 707 $244K
Hanson & Doremus Investment Management 0.03% Reduce -10.8% 708 $244K
Intelligence Driven Advisers, LLC 0.03% Add +8.4% 706 $244K
Birchcreek Wealth Management, LLC 0.13% Add +2.5% 704 $243K
Alliance Wealth Advisors, LLC 0.06% Reduce -0.8% 703 $243K
Cozad Asset Management Inc. 0.02% Reduce -85.1% 702 $242K
HMV Wealth Advisors, LLC 0.13% No change 700 $242K
Destiny Wealth Partners, LLC 0.03% Reduce -29.2% 700 $242K
Trifecta Capital Advisors, LLC 0.04% Reduce -93.3% 699 $241K
Center For Asset Management LLC 0.13% Add +14.6% 698 $241K
Allegheny Financial Group 0.04% Reduce -20.8% 697 $241K
Accelerate Investment Advisors LLC 0.16% Reduce -2.0% 697 $241K
Summitry LLC 0.01% New 693 $239K
SOA Wealth Advisors, LLC. 0.04% Reduce -43.4% 692 $239K
Williams & Novak, LLC 0.18% Reduce -52.0% 692 $239K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -32.5% 692 $239K
Trek Financial, LLC 0.01% Reduce -73.4% 692 $239K
Ariadne Wealth Management, LP 0.11% Reduce -19.1% 718 $239K
FDx Advisors, Inc. 0.07% Reduce -16.6% 696 $238K
Abbot Financial Management, Inc. 0.10% Reduce -6.2% 687 $237K
Seldon Capital LP 0.08% No change 687 $237K
Westshore Wealth, LLC 0.08% Reduce -7.4% 686 $237K
CWS Financial Advisors, LLC 0.07% No change 684 $236K
Acorn Financial Advisory Services Inc. 0.04% Reduce -3.0% 683 $236K
Allied Investment Advisors, LLC 0.04% New 683 $236K
Onyx Bridge Wealth Group LLC 0.03% Add +3.3% 683 $236K
Sittner & Nelson, LLC 0.09% Add +7.2% 682 $236K
American Financial Advisors, LLC 0.03% No change 682 $235K
Bank Ozk 0.08% Reduce -3.9% 682 $235K
XY Planning Network, Inc. 0.08% No change 754 $235K
Linscomb Wealth, Inc. 0.01% Reduce -3.5% 681 $235K
Trilogy Capital Inc. 0.01% New 681 $235K
Wendell David Associates Inc. 0.02% Reduce -9.9% 680 $235K
Morton Capital Management LLC 0.04% Add +2.9% 679 $234K
Stephenson & Company, Inc. 0.13% No change 678 $234K
Corundum Group, Inc. 0.10% Reduce -7.1% 677 $234K
NewSquare Capital LLC 0.02% Add +138.9% 676 $233K
Gemmer Asset Management LLC 0.02% New 676 $233K
JSF Financial, LLC 0.05% New 676 $233K
Allegiance Financial Group Advisory Services LLC 0.05% New 675 $233K
Mustard Seed Financial, LLC 0.15% No change 675 $233K
Greenup Street Wealth Management LLC 0.04% Reduce -85.6% 674 $233K
TradeWell Securities, LLC. 0.10% Add +0.6% 668 $233K
Wiser Wealth Management, Inc 0.05% New 673 $232K
One Charles Private Wealth Services, LLC 0.06% Add +2.1% 672 $232K
Kohmann Bosshard Financial Services, LLC 0.02% New 671 $232K
Lifelong Wealth Advisors, Inc. 0.07% Add +1.8% 669 $231K
Harmony Asset Management LLC 0.08% Reduce -37.8% 669 $231K
New World Advisors LLC 0.04% Reduce -29.8% 667 $230K
Burk Holdings LLC 0.12% New 666 $230K
Peoples Bank 0.14% New 666 $230K
Family Manage LLC 0.03% Reduce -0.1% 666 $230K
Shilanski & Associates, Inc. 0.06% Reduce -0.6% 665 $230K
Taylor & Morgan Wealth Management, LLC 0.14% New 661 $228K
Disciplined Equity Management, Inc. 0.12% No change 660 $228K
Capstone Wealth Management Group LLC 0.15% New 659 $228K
RW Investment Management LLC 0.02% Reduce -1.2% 657 $227K
Whitener Capital Management, Inc. 0.05% New 657 $227K
Rainey & Randall Wealth Advisors Inc. 0.04% New 657 $227K
Keystone Wealth Services, LLC 0.05% Reduce -10.4% 655 $226K
Landaas & Co. /Wi 0.05% No change 653 $226K
Silver Coast Investments LLC 0.08% New 654 $226K
Aufman Associates Inc 0.13% Reduce -1.7% 652 $225K
Clark Asset Management, LLC 0.03% New 652 $225K
Occidental Asset Management, LLC 0.03% New 652 $225K
Thrive Capital Management, LLC 0.06% New 651 $225K
Crewe Advisors LLC 0.02% Reduce -5.4% 650 $224K
Cottage Street Advisors LLC 0.10% New 650 $224K
Hopwood Financial Services, Inc. 0.15% Reduce -0.6% 649 $224K
Northstar Group, Inc. 0.03% New 647 $223K
McIlrath & Eck, LLC 0.02% Add +103.8% 646 $223K
Carl P. Sherr & Co., LLC 0.11% No change 645 $223K
Woodard & Co. Asset Management Group Inc. 0.04% Reduce -87.0% 645 $223K
StoneCrest Wealth Management, Inc. 0.10% New 644 $222K
IVC Wealth Advisors LLC 0.10% Reduce -55.7% 643 $222K
Steph & Co. 0.07% Reduce -60.9% 643 $222K
FJ Capital Management LLC 0.02% Reduce -23.0% 643 $222K
Investments & Financial Planning, LLC 0.12% No change 642 $222K
SkyOak Wealth, LLC 0.04% Reduce -80.6% 642 $222K
WestEnd Advisors, LLC 0.01% Reduce -99.0% 641 $221K
Fairvoy Private Wealth, LLC 0.05% Reduce -16.2% 641 $221K
Tobias Financial Advisors, Inc. 0.03% Reduce -16.9% 638 $220K
Brooks, Moore & Associates, Inc. 0.11% New 637 $220K
Whetstone Capital Advisors, LLC 0.06% New 637 $220K
Elite Life Management LLC 0.45% New 609 $220K
Bolthouse Investments, LLC 0.20% New 636 $220K
Fiduciary Financial Group, LLC 0.03% Reduce -19.0% 636 $220K
Old Port Advisors 0.06% Reduce -3.7% 632 $218K
HORAN Wealth, LLC 0.03% Reduce -9.6% 631 $218K
AJ Advisors, LLC 0.09% Reduce -11.6% 631 $218K
Team Financial Group, LLC 0.10% Reduce -4.1% 629 $217K
Richardson Financial Services Inc. 0.13% Reduce -73.1% 628 $217K
Masso Torrence Wealth Management Inc. 0.09% New 627 $217K
Obsidian Cio, LLC 0.03% Reduce -11.1% 626 $216K
Legacy PCG, LLC 0.13% New 626 $216K
Pinkerton Wealth, LLC 0.02% New 626 $216K
Brio Consultants, LLC 0.03% Reduce -3.1% 624 $215K
Private Management Group Inc. 0.01% New 622 $215K
Towerpoint Wealth, LLC 0.09% Reduce -8.3% 622 $215K
Westhampton Capital, LLC 0.10% New 622 $215K
Rise Advisors, LLC 0.08% Reduce -4.3% 622 $215K
Hofer & Associates. Inc 0.12% New 621 $214K
Forza Wealth Management, LLC 0.08% New 620 $214K
Newton One Investments LLC 0.06% Add +0.7% 618 $213K
Second Half Financial Partners, LLC 0.09% New 617 $213K
Howard Financial Services, LTD. 0.03% New 615 $212K
O'ROURKE & COMPANY, Inc 0.09% New 614 $212K
Princeton Capital Management LLC 0.06% New 613 $212K
Cora Capital Advisors LLC 0.09% New 613 $212K
Client 1ST Advisory Group, LLC 0.07% New 612 $211K
First United Bank & Trust 0.07% Reduce -13.6% 612 $211K
Prairie Wealth Advisors, Inc. 0.09% Reduce -75.3% 612 $211K
CJM Wealth Advisers, Ltd. 0.06% New 609 $210K
Olistico Wealth, LLC 0.11% Reduce -5.2% 606 $209K
Financial Gravity Asset Management, Inc. 0.04% — 604 $209K
New Hampshire Trust 0.04% Reduce -35.5% 604 $209K
LWM Advisory Services, LLC 0.12% Reduce -21.3% 591 $208K
Crown Wealth Group, LLC 0.06% Reduce -19.4% 602 $208K
Walker Asset Management, LLC 0.12% New 602 $208K
Sellwood Investment Partners LLC 0.08% New 601 $208K
SMART Wealth LLC 0.08% New 600 $207K
Independent Family Office, LLC 0.09% Reduce -13.0% 600 $207K
Centerpoint Advisory Group 0.16% Reduce -25.0% 599 $207K
Everest Private Wealth 0.13% New 598 $206K
G2 Capital Management, LLC / Oh 0.05% New 597 $206K
WPG Advisers, LLC 0.16% Add +4.6% 596 $206K
Greykasell Wealth Strategies, Inc. 0.09% Reduce -60.2% 593 $205K
Lakeshore Financial Planning, Inc. 0.08% Reduce -10.6% 592 $205K
IFC Advisors LLC 0.04% New 591 $204K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -53.2% 591 $204K
Alley Investment Management Company, LLC 0.02% New 591 $204K
Hobart Private Capital, LLC 0.04% Reduce -19.3% 590 $204K
Optivise Advisory Services LLC 0.12% New 590 $204K
Seneca House Advisors 0.08% New 589 $203K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -20.9% 588 $203K
Rollins Financial Advisors, LLC 0.03% New 587 $203K
Hudock, Inc. 0.03% New 585 $202K
Leisure Capital Management 0.07% Reduce -14.1% 585 $202K
Investment Advisory Services Inc. /TX 0.06% New 585 $202K
Liberty Wealth Management LLC 0.03% Reduce -20.7% 585 $202K
NTV Asset Management LLC 0.02% New 583 $201K
Monument Capital Management 0.05% New 582 $201K
JBGlobal.com LLC 0.20% New 582 $201K
Davidson Trust Co. 0.08% New 582 $201K
Cambridge Financial Group, LLC 0.06% New 581 $200K
Dentgroup LLC 0.13% New 580 $200K
Etesian Wealth Advisors, Inc. 0.07% New 580 $200K
Probity Advisors, Inc. 0.03% New 580 $200K
Horizon Financial Services, LLC 0.10% Add +12.7% 579 $200K
1620 Investment Advisors, Inc. 0.14% Add +140.8% 578 $200K
Dagco, Inc. 0.05% Reduce -12.1% 576 $199K
Rossby Financial, LCC 0.07% Reduce -6.4% 570 $199K
American Capital Advisory, LLC 0.09% Add +7.5% 557 $192K
SJS Investment Consulting Inc. 0.03% Add +7.2% 548 $189K
Mascoma Wealth Management LLC 0.04% No change 547 $189K
Private Capital Management, LLC 0.02% New 545 $188K
Princeton Global Asset Management LLC 0.03% Add +14.8% 544 $188K
Towne Trust Company, N.A 0.06% Reduce -2.0% 540 $186K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.35% Reduce -91.0% 515 $178K
True Wealth Design, LLC 0.05% Add +41.2% 514 $178K
Centennial Bank 0.07% Reduce -5.5% 514 $177K
Essential Partners LLC 0.06% Add +2.0% 511 $176K
Legacies Wealth LLC 0.11% No change 510 $176K
2UniFi Bank 0.09% Reduce -82.9% 499 $172K
Tsfg, LLC 0.03% Reduce -12.9% 498 $172K
Atwood & Palmer Inc. 0.01% No change 496 $171K
Avion Wealth 0.04% Add +42.0% 497 $171K
Heartwood Wealth Advisors LLC 0.02% New 493 $170K
Banque Transatlantique SA 0.00% Add +31.9% 475 $164K
WFA of San Diego, LLC 0.11% Reduce -7.0% 452 $156K
Financial Freedom, LLC 0.08% Add +0.2% 439 $152K
Kennebec Savings Bank 0.14% Reduce -0.5% 437 $151K
Kozak & Associates, Inc. 0.03% Reduce -60.4% 469 $150K
IMG Wealth Management, Inc. 0.10% No change 433 $150K
Core Alternative Capital 0.04% Reduce -97.2% 428 $148K
REAP Financial Group, LLC 0.03% Add +111.6% 419 $145K
TFC Financial Management, Inc. 0.02% Add +6.2% 414 $143K
Wealth Preservation Advisors, LLC 0.08% Add +0.3% 409 $141K
Founders Capital Management 0.07% Add +15.1% 403 $139K
Fortitude Family Office, LLC 0.04% Reduce -5.7% 400 $138K
Western Pacific Wealth Management, LP 0.13% Add +18.1% 397 $137K
Hara Capital LLC 0.08% No change 374 $129K
First Community Trust NA 0.10% No change 373 $129K
Keener Financial Planning LLC 0.06% No change 373 $128K
Security National Bank 0.02% Reduce -94.1% 368 $127K
Wealth Watch Advisors, INC 0.05% New 366 $126K
Pinney & Scofield, Inc. 0.08% No change 362 $125K
Tortoise Investment Management, LLC 0.01% Reduce -3.5% 362 $125K
Stone House Investment Management, LLC 0.02% Reduce -41.0% 359 $124K
POM Investment Strategies, LLC 0.07% Add +1861.1% 353 $122K
Acima Private Wealth, LLC 0.04% Reduce -34.6% 352 $122K
Bell Investment Advisors, Inc 0.02% Reduce -20.6% 348 $120K
Pacific Center for Financial Services 0.03% No change 344 $119K
Strengthening Families & Communities, LLC 0.03% Reduce -58.5% 338 $117K
Sachetta, LLC 0.04% Add +47.1% 334 $115K
Hager Investment Management Services, LLC 0.06% No change 332 $115K
Financial Avengers, Inc. 0.05% Add +0.6% 331 $114K
Canton Hathaway, LLC 0.02% Add +17.9% 330 $114K
Quaker Wealth Management, LLC 0.04% Reduce -56.8% 328 $113K
Tradewinds Capital Management, LLC 0.03% Add +33.5% 327 $113K
Albion Financial Group 0.01% Reduce -37.2% 326 $113K
MJT & Associates Financial Advisory Group, Inc. 0.09% Add +30.0% 325 $112K
KERR FINANCIAL PLANNING Corp 0.16% — 344 $112K
Standard Family Office LLC 0.12% No change 324 $112K
Whipplewood Advisors, LLC 0.07% Reduce -67.4% 320 $110K
Mb, Levis & Associates, LLC 0.05% Reduce -32.0% 319 $110K
WFA Asset Management Corp 0.06% Add +0.5% 187 $109K
Aspect Partners, LLC 0.05% Add +2.9% 315 $109K
Wolff Wiese Magana LLC 0.06% Reduce -2.5% 312 $108K
Dynamic Wealth Strategies, LLC 0.07% Add +19.4% 302 $104K
CBIZ Investment Advisory Services, LLC 0.00% Add +43.8% 302 $104K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Reduce -19.2% 295 $102K
Blume Capital Management, Inc. 0.02% Reduce -90.5% 290 $100K
Vermillion Wealth Management, Inc. 0.03% Add +64.9% 287 $99K
Bangor Savings Bank 0.01% Reduce -5.9% 286 $99K
Tidemark, LLC 0.03% Add +125.4% 284 $98K
Quarry LP 0.03% Add +4.5% 281 $97K
FSA Wealth Management LLC 0.03% No change 276 $95K
Avalon Trust Co 0.01% Add +144.3% 276 $95K
TD Capital Management LLC 0.01% Reduce -5.9% 273 $94K
Texas Capital Bancshares Inc 0.04% Reduce -83.0% 271 $94K
Raffa Wealth Management, LLC 0.02% Add +6.7% 271 $94K
Hillsdale Investment Management Inc. 0.00% Reduce -98.0% 267 $92K
YANKCOM Partnership 0.04% Reduce -48.6% 262 $90K
Sherman Asset Management, Inc. 0.08% No change 260 $90K
Rational Advisors, Inc. 0.01% Reduce -20.4% 258 $89K
Smallwood Wealth Investment Management, LLC 0.05% Reduce -1.6% 254 $88K
Pin Oak Investment Advisors Inc. 0.06% Reduce -26.3% 252 $87K
Lummis Asset Management, LP 0.06% Add +441.3% 249 $86K
Hughes Financial Services, LLC 0.01% Add +0.4% 262 $84K
Abound Wealth Management 0.02% Add +13.5% 244 $84K
Elevation Wealth Partners, LLC 0.03% Add +28.6% 243 $84K
Vermillion & White Wealth Management Group, LLC 0.05% Reduce -56.2% 242 $84K
Provenance Wealth Advisors, LLC 0.01% Add +250.7% 242 $84K
Consultiva Wealth Management, Corp. 0.23% No change 241 $83K
Curat Global, LLC 0.08% No change 240 $83K
Copia Wealth Management 0.06% Add +189.2% 240 $83K
Bank of New Hampshire 0.02% Reduce -17.2% 240 $83K
Pilgrim Partners Asia Pte Ltd 0.04% — 230 $79K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -16.8% 228 $79K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -1.7% 227 $78K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.9% 226 $78K
Maj Invest Holding A/S 0.00% No change 222 $77K
Highline Wealth Partners LLC 0.02% Add +0.5% 222 $77K
Private Wealth Management Group, LLC 0.02% Reduce -37.8% 219 $76K
Clayton Financial Group LLC 0.05% New 215 $74K
Dunhill Financial, LLC 0.02% Reduce -85.9% 213 $74K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -8.7% 210 $73K
Fourth Dimension Wealth, LLC 0.03% Add +68.0% 210 $73K
Evelyn Partners Asset Management Ltd 0.02% Add +34.6% 210 $73K
Truvestments Capital LLC 0.01% Reduce -62.1% 209 $72K
GoalVest Advisory LLC 0.01% Reduce -30.5% 205 $71K
ROSS\JOHNSON & Associates LLC 1.32% Add +1461.5% 203 $70K
Delta Asset Management LLC 0.01% Add +2.1% 197 $68K
Howard Hughes Medical Institute 0.04% Reduce -1.5% 195 $67K
North Capital, Inc. 0.05% Add +16.2% 194 $67K
Noble Wealth Management PBC 0.04% — 194 $67K
Ogorek Anthony Joseph /NY/ 0.02% Add +67.8% 193 $66K
Costello Asset Management, INC 0.02% Reduce -65.8% 181 $62K
Mendota Financial Group, LLC 0.05% No change 180 $62K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -4.3% 200 $62K
Westfuller Advisors, LLC 0.03% New 178 $61K
Marshall & Sterling Wealth Advisors Inc. 0.04% Reduce -4.8% 177 $61K
Pineridge Advisors LLC 0.02% Reduce -9.4% 173 $60K
Marquette Asset Management, LLC 0.01% Reduce -32.5% 172 $59K
Beaird Harris Wealth Management, LLC 0.00% Reduce -3.4% 169 $58K
Motco 0.01% No change 169 $58K
Evergreen Private Wealth LLC 0.02% No change 166 $57K
Compound Global Advisors, LLC 3.04% No change 162 $56K
Coston, McIsaac & Partners 0.01% Add +5.2% 161 $55K
Valued Wealth Advisors LLC 0.03% Reduce -1.2% 159 $55K
Your Advocates Ltd., LLP 0.02% No change 150 $52K
AlphaQuest LLC 0.00% Reduce -64.2% 150 $52K
VSM Wealth Advisory, LLC 0.02% Add +9.6% 149 $52K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -35.8% 149 $51K
Barnes Dennig Private Wealth Management LLC 0.05% Add +2.8% 147 $51K
Creative Capital Management Investments LLC 0.02% Reduce -6.4% 146 $50K
Roble, Belko & Company, Inc 0.01% No change 146 $50K
Scarborough Advisors, LLC 0.01% Reduce -6.5% 144 $50K
Glass Jacobson Investment Advisors llc 0.02% Add +13.8% 140 $48K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -60.1% 139 $48K
Halbert Hargrove Global Advisors, LLC 0.00% Add +148.2% 134 $46K
MPWM Advisory Solutions, LLC 0.03% Add +1090.9% 131 $45K
Retirement Wealth Solutions LLC 0.03% Reduce -34.7% 130 $45K
Cornerstone Planning Group LLC 0.01% Add +200.7% 1,218 $44K
West Oak Capital, LLC 0.02% No change 125 $43K
Riverview Trust Co 0.05% No change 125 $43K
Painted Porch Advisors LLC 0.02% Reduce -17.2% 125 $43K
Union Bancaire Privee, UBP SA 0.00% No change 123 $42K
New Millennium Group LLC 0.02% Reduce -10.9% 122 $42K
TruNorth Capital Management, LLC 0.01% Reduce -10.4% 120 $41K
Turning Point Benefit Group, Inc. 0.02% New 118 $41K
Kimelman & Baird, LLC 0.00% No change 117 $40K
Nemes Rush Group LLC 0.00% Reduce -99.4% 113 $39K
Delos Wealth Advisors, LLC 0.03% No change 110 $38K
Kentucky Trust Co 0.02% Reduce -25.2% 107 $37K
Solstein Capital, LLC 0.02% No change 104 $36K
Comprehensive Financial Planning, Inc. 0.02% Reduce -32.9% 102 $35K
Redwood Park Advisors LLC 0.03% No change 100 $35K
SIMA Wealth Partners, LLC 0.03% No change 100 $35K
Horizons Wealth Management 0.02% No change 100 $35K
Atlantic Private Wealth, LLC 0.02% No change 100 $35K
Islay Capital Management, LLC 0.02% No change 100 $35K
Lowe Wealth Advisors, LLC 0.01% No change 100 $34K
Grey Fox Wealth Advisors, LLC 0.01% New 97 $33K
Imprint Wealth LLC 0.11% — 96 $33K
Front Row Advisors LLC 0.01% No change 96 $33K
Red Tortoise LLC 0.01% Add +28.4% 95 $33K
Nalls Sherbakoff Group, LLC 0.02% Reduce -26.9% 95 $33K
Sagard Holdings Management Inc. 0.16% No change 94 $32K
Kilter Group LLC 0.02% Reduce -14.7% 93 $32K
Cloud Capital Management, LLC 0.02% New 95 $32K
Financial Life Planners 0.02% New 92 $32K
Gleason Group, Inc. 0.00% No change 91 $32K
Nova Wealth Management, Inc. 0.02% Reduce -23.5% 91 $31K
Dogwood Wealth Management LLC 0.01% Reduce -93.7% 89 $31K
Hurley Capital, LLC 0.02% Add +81.6% 89 $31K
Clear Investment Research, LLC 0.04% Add +1.1% 88 $30K
Holos Integrated Wealth LLC 0.02% No change 85 $30K
Cranbrook Wealth Management, LLC 0.01% No change 87 $30K
WealthCollab, LLC 0.01% Reduce -8.5% 86 $30K
1248 Management, LLC 0.02% New 83 $29K
Foster Dykema Cabot & Partners, LLC 0.00% Add +69.4% 83 $29K
Pillar Financial Advisors, LLC 0.02% No change 80 $28K
IAG Wealth Partners, LLC 0.00% No change 80 $28K
Cedar Mountain Advisors, LLC 0.01% Add +44.4% 78 $27K
Rialto Wealth Management, LLC 0.01% Add +1.3% 77 $27K
Robinswood Financial LLC 0.01% No change 77 $27K
Evolution Advisers, Inc. 0.01% No change 75 $26K
Graney & King, LLC 0.02% Add +1.4% 75 $26K
Pension & Wealth Management Advisors, Inc. 0.01% Add +10.8% 72 $25K
Alpine Bank Wealth Management 0.00% No change 71 $25K
Koesten, Hirschmann & Crabtree, INC. 0.01% Add +16.7% 70 $24K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -20.4% 70 $24K
Wormser Freres Gestion 0.01% Reduce -45.3% 70 $24K
Bayforest Capital Ltd 0.01% Reduce -74.8% 68 $23K
Syntax Research, Inc. 0.01% No change 67 $23K
Flagship Wealth Advisors, LLC 0.01% No change 66 $23K
Ascentis Wealth Management, LLC 0.01% Reduce -50.4% 66 $23K
Maseco LLP 0.00% No change 65 $23K
Fairman Group, LLC 0.02% Add +90.9% 63 $22K
Promus Capital, LLC 0.01% No change 63 $22K
Signature Resources Capital Management, LLC 0.01% Reduce -6.0% 63 $22K
O'Brien Wealth Partners LLC 0.00% Reduce -19.5% 62 $21K
Heritage Wealth Advisors 0.00% Reduce -3.2% 60 $21K
Battery Global Advisors, LLC 0.01% Add +1.7% 59 $20K
Redmont Wealth Advisors LLC 0.03% Reduce -49.6% 58 $20K
Financial Network Wealth Advisors LLC 0.02% Reduce -53.6% 58 $20K
Northwest Capital Management Inc 0.02% No change 57 $20K
Knott David M Jr 0.01% No change 57 $20K
Pflug Koory, LLC 0.01% No change 54 $19K
Trust Co 0.00% No change 53 $18K
Navigoe, LLC 0.01% New 54 $18K
Rogco, LP 0.01% Reduce -97.7% 47 $16K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -65.2% 46 $16K
Seneschal Advisors, LLC 0.01% New 46 $16K
Principia Wealth Advisory, LLC 0.01% Add +7.0% 46 $16K
Tacita Capital Inc 0.01% No change 42 $15K
CGC Financial Services, LLC 0.00% No change 41 $14K
Turim 21 Investimentos Ltda. 0.00% New 40 $14K
RMG Wealth Management LLC 0.00% No change 38 $14K
Nvwm, LLC 0.00% Reduce -9.3% 39 $13K
Reyes Financial Architecture, Inc. 0.01% No change 36 $12K
Carolina Wealth Advisors, LLC 0.01% Add +350.0% 36 $12K
IFS Advisors, LLC 0.01% No change 33 $12K
DecisionPoint Financial, LLC 0.00% Reduce -25.0% 33 $11K
Chapman Financial Group, LLC 0.01% No change 33 $11K
LFA - Lugano Financial Advisors SA 0.01% Reduce -58.8% 33 $11K
Friedenthal Financial 0.01% New 32 $11K
JDM Financial Group LLC 0.00% Add +23.1% 32 $11K
Compass Financial Services Inc 0.00% No change 31 $11K
Pacifica Partners Inc. 0.00% Add +87.5% 30 $10K
First PREMIER Bank 0.00% Add +233.3% 30 $10K
Winnacle Wealth LLC 0.01% Add +1200.0% 26 $9K
Global Wealth Strategies & Associates 0.00% Reduce -39.5% 26 $9K
Minot DeBlois Advisors LLC 0.01% No change 25 $9K
Main Street Group, LTD 0.00% New 25 $9K
Anfield Capital Management, LLC 0.00% Reduce -10.7% 25 $9K
Godsey & Gibb, Inc. 0.00% No change 25 $9K
PayPay Securities Corp 0.31% Add +31.6% 25 $9K
Financial Connections Group, Inc. 0.00% Reduce -46.7% 24 $8K
Decker Retirement Planning Inc. 0.00% Add +475.0% 23 $8K
Investment Research & Advisory Group, Inc. 0.00% Reduce -66.7% 5 $8K
Clark Wealth Partners 0.00% Reduce -53.1% 23 $8K
Bellevue Asset Management, LLC 0.00% No change 22 $8K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $7K
Luminist Capital LLC 0.01% Reduce -95.5% 20 $7K
1 North Wealth Services LLC 0.00% No change 20 $7K
CSS LLC 0.00% New 20 $7K
Westend Capital Management, LLC 0.00% No change 19 $7K
Itau Unibanco Holding S.A. 0.00% Reduce -99.8% 18 $6K
Goodman Advisory Group, LLC 0.00% No change 18 $6K
Beutel, Goodman & Co Ltd. 0.00% No change 18 $6K
Cedar Wealth Management, LLC 0.00% Reduce -10.5% 17 $6K
Legacy Bridge, LLC 0.00% Add +142.9% 17 $6K
Morton Brown Family Wealth, LLC 0.00% Reduce -45.2% 17 $6K
Evolution Wealth Management Inc. 0.01% Reduce -71.9% 16 $6K
C M Bidwell & Associates Ltd. 0.00% No change 16 $6K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% No change 16 $6K
Catherine Avery Investment Management LLC 0.00% No change 13 $4K
Breakwater Investment Management 0.00% Add +333.3% 13 $4K
Fairway Wealth LLC 0.00% No change 11 $4K
Mountain Hill Investment Partners Corp. 0.00% No change 10 $3K
Tripletail Wealth Management, LLC 0.00% New 9 $3K
Bare Financial Services, Inc 0.00% No change 9 $3K
PFS Partners, LLC 0.00% New 8 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -95.8% 8 $3K
ESL Trust Services, LLC 0.00% New 8 $3K
Game Plan Financial Advisors, LLC 0.00% New 6 $2K
Sawyer & Company, Inc 0.00% No change 6 $2K
Richardson Capital Management LLC 0.00% New 5 $2K
HFM Investment Advisors, LLC 0.00% Reduce -28.6% 5 $2K
Bridge Generations Wealth Management LLC 0.00% No change 4 $1K
Financially Speaking Inc 0.00% No change 4 $1K
SWAN Capital LLC 0.00% Reduce -33.3% 4 $1K
Orion Capital Management LLC 0.00% No change 4 $1K
VELA Investment Management, LLC 0.00% No change 4 $1K
Hoey Investments, Inc. 0.00% No change 3 $1K
Accordant Advisory Group Inc 0.00% No change 2 $691
Bear Mountain Capital, Inc. 0.00% New 1 $365
Chelsea Counsel Co. 0.00% New 1 $346
Park Square Financial Group, LLC 0.00% Reduce -99.9% 1 $345

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