Visa Inc. Class AV

13F holders, Q4 2024 (December 31)
4,288holders +413
178new positions
98sold out
25famous investors
$315.95avg. 13F price*

At the end of Q4 2024, 4,288 institutions reported holding Visa Inc. Class A (V) in their 13F filings, up 413 from Q3 2024. 178 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($50.4B), BlackRock, Inc. ($43.4B) and State Street Corp. ($25.7B). 25 famous investors held it, including Chris Hohn (12.5% of TCI Fund Management's portfolio), Chuck Akre (8.9% of Akre Capital Management's portfolio) and Dev Kantesaria (6.3% of Valley Forge Capital Management's portfolio).

Company
Visa Inc. Class A
Sector
Consumer Discretionary
CUSIP
92826C839
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,856Q1 2024Q2 2024: 3,836Q2 2024Q3 2024: 3,875Q3 2024Q4 2024: 4,288Q4 2024Q1 2025: 4,288Q1 2025Q2 2025: 4,351Q2 2025Q3 2025: 4,319Q3 2025Q4 2025: 4,618Q4 2025Q1 2026: 4,484Q1 2026Q2 2026: 4,587Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions178$1.2B
Exits98$757.6M

All 13F filers, Q3 2024 → Q4 2024: 55,485,335 shares bought and 60,677,014 shares sold, net −5,191,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,288 holders

Vanguard Group Inc. 0.88% Add +4.7% 159,405,343 $50.4B
BlackRock, Inc. 0.88% Add +4.3% 137,335,527 $43.4B
State Street Corp. 1.01% Add +6.1% 81,252,687 $25.7B
FMR LLC 1.05% Reduce -2.9% 55,477,409 $17.5B
Morgan Stanley 1.12% Add +0.8% 50,627,329 $16.0B
T. Rowe Price Associates Inc. 1.57% Reduce -2.2% 42,952,820 $13.6B
Geode Capital Management, LLC 0.99% Add +4.4% 40,345,176 $12.7B
Capital International Investors 1.42% Add +3.8% 23,816,573 $7.5B
Capital World Investors 1.12% Add +1.1% 23,277,622 $7.4B
Bank of America Corp. 0.68% Reduce -4.3% 23,135,906 $7.3B
Alliancebernstein L.P. 2.39% Reduce -3.7% 22,243,393 $7.0B
Northern Trust Corp. 0.82% Add +18.0% 18,260,714 $5.8B
TCI Fund Management 12.52% No change 16,797,187 $5.3B
Norges Bank 0.68% Reduce -1.6% 16,362,710 $5.2B
Goldman Sachs Group Inc. 0.98% Add +1.3% 16,204,122 $5.1B
Royal Bank of Canada 0.94% Reduce -17.7% 13,750,913 $4.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.98% Add +14.9% 13,321,754 $4.2B
Bank of New York Mellon Corp 0.78% Add +5.7% 13,299,936 $4.2B
Ameriprise Financial Inc. 1.04% Add +1.3% 12,796,415 $4.0B
JPMorgan Chase & Co. 0.32% Add +6.6% 12,628,931 $4.0B
Massachusetts Financial Services Co. 1.25% Reduce -18.5% 12,551,146 $4.0B
UBS Group AG 0.87% Add +0.9% 12,297,057 $3.9B
Charles Schwab Investment Management Inc. 0.71% Add +6.2% 12,241,003 $3.9B
Legal & General Group Plc 0.95% Add +1.3% 11,383,269 $3.6B
Barclays PLC 1.71% Add +20.1% 10,931,480 $3.5B
Invesco Ltd. 0.60% Reduce -1.1% 10,191,218 $3.2B
Nuveen Asset Management, LLC 0.90% Reduce -4.3% 10,100,459 $3.2B
Clearbridge Investments, LLC 2.53% Reduce -4.4% 9,850,347 $3.1B
Fisher Asset Management 1.23% Add +1.8% 9,758,703 $3.1B
Loomis Sayles & Co. L P 3.82% Reduce -3.1% 9,552,938 $3.0B
Deutsche Bank AG 1.16% Add +2.1% 9,365,756 $3.0B
Franklin Resources Inc. 0.84% Reduce -1.9% 9,353,179 $3.0B
Wellington Management Group LLP 0.54% Reduce -34.8% 9,327,766 $2.9B
Dimensional Fund Advisors LP 0.64% Add +3.4% 8,434,935 $2.7B
Berkshire Hathaway 0.98% No change 8,297,460 $2.6B
Amundi 0.90% Add +14.8% 8,281,535 $2.6B
Wells Fargo & Company 0.60% Reduce -1.0% 7,920,003 $2.5B
Jennison Associates LLC 1.48% Reduce -15.1% 7,723,251 $2.4B
Brown Advisory Inc. 2.95% Reduce -6.5% 7,347,416 $2.3B
Ninety One UK Ltd 5.99% Reduce -9.8% 7,085,841 $2.2B
Schroder Investment Management Group 2.01% Add +10.8% 6,641,045 $2.1B
Edgewood Management LLC 6.00% Reduce -8.0% 6,608,097 $2.1B
Polen Capital Management LLC 5.62% Reduce -9.4% 6,578,733 $2.1B
Mitsubishi UFJ Asset Management Co., Ltd. 2.00% Add +6.7% 6,544,870 $2.1B
Raymond James Financial Inc. 0.72% — 6,187,199 $2.0B
Temasek Holdings (Private) Ltd 7.46% Reduce -4.3% 5,953,782 $1.9B
HSBC Holdings PLC 1.08% Add +1.5% 5,485,310 $1.7B
Principal Financial Group Inc. 0.94% Reduce -4.5% 5,474,710 $1.7B
Bank of Montreal 0.83% Add +0.1% 5,265,639 $1.7B
Swiss National Bank 0.99% Add +1.0% 4,719,000 $1.5B
Lazard Asset Management LLC 2.35% Reduce -6.5% 4,700,352 $1.5B
Fundsmith 6.23% Reduce -16.7% 4,622,567 $1.5B
Sands Capital Management, LLC 4.25% Reduce -8.5% 4,548,250 $1.4B
GQG Partners LLC 2.10% Reduce -14.7% 4,487,285 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.92% Add +9.3% 4,290,780 $1.4B
Envestnet Asset Management Inc. 0.42% Reduce -1.6% 4,135,855 $1.3B
Nordea Investment Management AB 1.35% Add +0.4% 4,079,682 $1.3B
Primecap Management Co. 0.97% Reduce -1.3% 3,964,780 $1.3B
TD Asset Management Inc 1.06% Add +1.6% 3,788,279 $1.2B
Stifel Financial Corp. 1.24% Reduce -0.6% 3,773,456 $1.2B
1832 Asset Management L.P. 2.12% Add +3.8% 3,763,163 $1.2B
Bessemer Group Inc. 1.94% Reduce -1.1% 3,762,253 $1.2B
Janus Henderson Group PLC 0.59% Reduce -0.8% 3,693,499 $1.2B
Sustainable Growth Advisers, LP 5.63% Reduce -17.0% 3,549,110 $1.1B
T. Rowe Price Investment Management, Inc. 0.69% Add +1.2% 3,545,924 $1.1B
Viking Global Investors 3.57% Reduce -0.3% 3,495,090 $1.1B
California Public Employees Retirement System 0.73% Reduce -4.2% 3,463,402 $1.1B
Fayez Sarofim & Co 2.64% Add +3.3% 3,397,604 $1.1B
Rathbones Group PLC 5.22% Reduce -0.1% 3,409,796 $1.1B
Alecta Tjanstepension Omsesidigt 5.55% Reduce -11.6% 3,330,700 $1.1B
Rhumbline Advisers 0.94% Add +0.8% 3,308,967 $1.0B
Akre Capital Management 8.94% No change 3,271,740 $1.0B
CIBC Private Wealth Group LLC 1.79% Reduce -2.3% 3,159,796 $987.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.05% Add +538.2% 3,090,849 $976.8M
PNC Financial Services Group, Inc. 0.65% Add +0.2% 3,082,417 $974.2M
GMO 3.04% Add +1.2% 2,956,929 $934.5M
Royal London Asset Management Ltd. 2.25% Add +6.6% 2,915,983 $921.6M
Neuberger Berman Group LLC 0.73% Add +0.6% 2,912,542 $920.4M
Bank Julius Baer & Co. Ltd, Zurich 2.80% Add +8.1% 2,660,453 $908.2M
Flossbach Von Storch SE 3.56% Reduce -0.5% 2,831,255 $894.8M
American Century Companies Inc. 0.51% Reduce -38.6% 2,813,460 $889.2M
BNP Paribas Financial Markets 0.68% Add +10.4% 2,761,650 $872.8M
National Pension Service 0.82% Reduce -6.9% 2,756,730 $871.2M
FIL Ltd 0.81% Reduce -7.9% 2,730,739 $863.0M
Pictet Asset Management Holding SA 0.91% Reduce -0.4% 2,681,657 $847.5M
California State Teachers Retirement System 0.97% Add +2.8% 2,636,890 $833.4M
Mawer Investment Management Ltd. 3.61% Add +18.6% 2,516,435 $795.3M
LPL Financial LLC 0.32% Add +7.5% 2,506,358 $792.3M
Natixis Advisors, LLC 1.43% Reduce -0.8% 2,422,257 $765.5M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 9.16% No change 2,400,000 $758.5M
Eagle Capital Management LLC 2.76% Add +0.6% 2,395,721 $757.1M
Macquarie Group Ltd. 0.91% Reduce -12.1% 2,440,268 $750.1M
Swedbank AB 0.88% Add +10.2% 2,269,861 $717.4M
C WorldWide Group Holding A/S 8.69% Reduce -7.9% 2,253,475 $712.2M
Citigroup Inc. 0.67% Reduce -13.4% 2,213,925 $699.7M
New York State Common Retirement Fund 0.92% Reduce -0.1% 2,177,132 $688.1M
Robeco Institutional Asset Management B.V. 1.30% Add +2.3% 2,164,116 $683.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 1.36% — 2,131,658 $673.7M
Corient Private Wealth LP 1.11% Reduce -3.6% 2,117,983 $667.8M
WCM Investment Management, LLC 1.57% Reduce -0.6% 2,115,375 $667.0M
Blair William & Co. 1.92% Reduce -2.9% 2,089,726 $660.4M
DNB Asset Management AS 2.85% Reduce -16.3% 2,086,216 $659.3M
Cantillon Capital Management LLC 3.96% Add +0.5% 2,075,195 $655.8M
Soroban Capital Partners LP 8.55% Reduce -2.2% 2,020,679 $638.6M
Longview Partners (Guernsey) LTD 4.72% Reduce -4.2% 1,999,968 $632.1M
Capital Wealth Planning, LLC 5.81% Add +0.4% 1,988,298 $628.4M
Marshall Wace, LLP 0.80% Add +58.7% 1,987,016 $628.0M
CANADA LIFE ASSURANCE Co 1.08% Add +6.0% 1,986,217 $627.9M
Sanders Capital, LLC 0.91% New 1,971,340 $623.0M
Two Sigma Advisers, LP 1.43% Reduce -4.0% 1,949,800 $616.2M
Arrowstreet Capital, Limited Partnership 0.49% Add +7.5% 1,927,565 $609.2M
DekaBank Deutsche Girozentrale 1.12% No change 1,908,755 $603.6M
Allen Investment Management, LLC 6.73% Reduce -8.3% 1,844,512 $582.9M
AXA S.A. 1.77% Reduce -3.9% 1,838,033 $580.9M
Voya Investment Management LLC 0.70% Reduce -2.5% 1,835,765 $579.8M
Allianz Asset Management GmbH 0.84% Add +0.3% 1,825,845 $577.0M
Aviva PLC 1.49% Reduce -2.6% 1,816,863 $574.2M
Holocene Advisors, LP 1.81% Add +65.3% 1,763,636 $557.4M
Ako Capital LLP 7.67% Reduce -1.9% 1,757,145 $555.3M
Storebrand Asset Management As 1.69% Add +0.0% 1,756,950 $555.3M
Manufacturers Life Insurance Company, The 0.48% Reduce -2.9% 1,741,579 $550.4M
Adage Capital Partners Gp, L.L.C. 0.95% Add +7.5% 1,725,740 $545.4M
Mackenzie Financial Corp. 0.74% Reduce -3.1% 1,724,642 $545.1M
First Trust Advisors LP 0.47% Add +2.1% 1,686,787 $533.1M
AMF Tjanstepension AB 3.62% Reduce -15.3% 1,612,286 $509.6M
Truist Financial Corp. 0.79% Add +0.1% 1,597,417 $504.8M
Troy Asset Management Ltd 16.50% Reduce -1.7% 1,585,335 $501.0M
HighTower Advisors, LLC 0.68% Add +3.4% 1,581,126 $499.7M
Russell Investments Group, Ltd. 0.69% Add +8.0% 1,580,091 $499.3M
D. E. Shaw & Co. 0.59% Reduce -33.2% 1,569,409 $496.0M
APG Asset Management N.V. 1.38% Add +484.8% 1,622,811 $495.3M
Fundsmith Investment Services LTD. 6.34% Reduce -15.2% 1,541,994 $487.3M
Scotia Capital Inc. 2.55% Add +5.2% 1,531,579 $484.1M
Unisphere Establishment 4.21% Add +1.5% 1,527,200 $482.7M
State Board of Administration of Florida Retirement System 0.92% Add +0.1% 1,525,279 $482.0M
Chevy Chase Trust Holdings, LLC 1.46% Add +0.1% 1,515,514 $479.0M
Local Pensions Partnership Investment Ltd 8.79% — 1,493,960 $472.6M
Public Employees Retirement Association of Colorado 1.86% Add +1.2% 1,485,091 $469.3M
New York State Teachers Retirement System 0.98% Reduce -1.7% 1,471,121 $464.9M
Alkeon Capital Management LLC 2.69% No change 1,469,452 $464.4M
Provident Trust Co. 7.99% Reduce -1.0% 1,460,344 $461.5M
Prudential Financial Inc. 0.63% Reduce -6.5% 1,457,028 $460.5M
Lansforsakringar Fondforvaltning AB (publ) 1.71% — 1,428,756 $451.5M
Aberdeen Group plc 0.85% Reduce -8.6% 1,426,549 $450.2M
AustralianSuper Pty Ltd 2.10% Add +21.1% 1,407,551 $444.8M
Danske Bank A/S 1.31% Add +5.2% 1,390,659 $439.5M
Citadel Advisors 0.40% Add +219.1% 1,356,967 $428.9M
Korea Investment CORP 0.97% Reduce -6.9% 1,298,993 $410.5M
Sei Investments Co. 0.52% Reduce -4.2% 1,272,059 $402.0M
First Manhattan Co. Llc. 1.17% Add +0.5% 1,253,658 $399.5M
Skandinaviska Enskilda Banken AB (publ) 1.79% Reduce -8.5% 1,249,310 $395.3M
Victory Capital Management Inc. 0.38% Reduce -3.3% 1,188,153 $375.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.93% Reduce -37.4% 1,181,845 $373.5M
Mitsubishi UFJ Trust & Banking Corp 0.87% Add +2.4% 1,172,293 $370.5M
State Farm Mutual Automobile Insurance Co. 0.33% No change 1,158,711 $366.2M
Canada Pension Plan Investment Board 0.35% Reduce -35.9% 1,152,006 $364.1M
Comgest Global Investors S.A.S. 5.87% Reduce -1.9% 1,133,334 $358.2M
Williams Jones Wealth Management, LLC. 4.31% Reduce -1.6% 1,131,848 $357.7M
ABN AMRO Bank N.V. 4.83% Add +1.6% 1,143,536 $357.7M
Baird Financial Group, Inc. 0.68% Reduce -0.3% 1,126,396 $356.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.01% Add +6.0% 1,124,986 $355.5M
Thrivent Financial for Lutherans 0.68% Add +9.4% 1,114,008 $351.9M
Epoch Investment Partners, Inc. 1.70% Reduce -5.1% 1,110,225 $350.9M
USS Investment Management Ltd 2.53% Add +1.5% 1,103,238 $349.0M
Rockefeller Capital Management L.P. 0.90% Reduce -6.2% 1,103,399 $348.6M
Select Equity Group, L.P. 1.40% Reduce -9.8% 1,086,310 $343.3M
Compagnie Lombard Odier SCmA 4.93% Add +1.5% 1,058,819 $334.6M
Fred Alger Management, LLC 1.58% Add +6.6% 1,047,921 $331.2M
US Bancorp \de 0.43% Reduce -0.5% 1,035,216 $327.2M
AQR Capital Management 0.42% Add +4.2% 1,030,318 $325.6M
Vulcan Value Partners, LLC 5.30% Add +5.3% 1,003,524 $317.1M
Markel Group 2.78% No change 999,285 $315.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.38% Reduce -11.6% 989,265 $312.6M
Artisan Partners Limited Partnership 0.48% Reduce -7.0% 982,942 $310.6M
Impax Asset Management Group plc 1.40% Reduce -12.6% 981,548 $309.5M
Magellan Asset Management Ltd 3.40% Reduce -26.1% 978,707 $309.3M
Liontrust Investment Partners LLP 4.46% Reduce -3.6% 972,560 $307.4M
State of Wisconsin Investment Board 0.79% Reduce -0.3% 963,292 $304.4M
King Luther Capital Management Corp. 1.32% Reduce -1.0% 957,580 $302.6M
B. Metzler seel. Sohn & Co. AG 3.11% Reduce -2.1% 956,317 $302.0M
Squarepoint Ops LLC 0.77% Add +42.7% 939,114 $296.8M
Marshfield Associates 6.40% Add +0.2% 933,781 $295.1M
W1M Investment Management Ltd 4.59% Reduce -1.1% 911,901 $288.4M
Valley Forge Capital Management 6.35% No change 912,017 $288.2M
Cibc World Market Inc. 0.66% Add +1.4% 903,213 $285.5M
Westfield Capital Management Co. LP 1.24% Add +0.3% 899,652 $284.3M
Mariner, LLC 0.47% Add +3.2% 883,689 $279.3M
Lazard Freres Gestion S.A.S. 5.55% Add +6.0% 876,972 $277.2M
Altarock Partners LP 5.59% Reduce -21.8% 874,912 $276.5M
Cerity Partners LLC 0.60% Reduce -4.3% 897,281 $276.4M
Harris Associates (Oakmark Funds) 0.46% Reduce -1.7% 870,151 $275.0M
Panagora Asset Management Inc. 1.27% Add +21.4% 869,729 $274.9M
Egerton Capital (UK) LLP 3.15% Reduce -26.9% 862,868 $272.7M
Kensico Capital Management Corp. 6.22% Reduce -0.1% 860,800 $272.0M
Metropolis Capital Ltd 9.49% Reduce -19.9% 856,932 $270.8M
Allspring Global Investments Holdings, LLC 0.43% Reduce -24.6% 856,539 $269.4M
KBC Group NV 0.73% Reduce -27.3% 843,563 $266.6M
Axiom Investors LLC 1.95% Add +11.9% 836,418 $264.3M
Mairs & Power Inc. 2.55% Add +5.9% 835,325 $264.0M
Janney Montgomery Scott LLC 0.73% Add +0.4% 830,497 $262.5M
Nomura Asset Management Co. Ltd. 0.79% Add +10.0% 826,929 $261.3M
Commonwealth Equity Services, LLC 0.37% Add +0.2% 808,814 $255.6M
DF Dent & Co. Inc. 3.23% Reduce -1.0% 807,867 $255.3M
UniSuper Management Pty Ltd 1.83% Add +1.9% 805,023 $254.4M
Fort Washington Investment Advisors Inc. 1.52% Add +0.9% 804,973 $254.4M
Capital Counsel LLC 10.85% Reduce -1.3% 803,173 $253.8M
Asset Management One Co., Ltd. 0.87% Add +6.3% 793,268 $252.8M
M&G PLC 1.61% Reduce -8.6% 796,156 $251.6M
Cibc World Markets Corp. 1.48% Reduce -7.7% 795,454 $251.4M
Generation Investment Management LLP 1.30% Reduce -5.2% 785,860 $248.4M
Quilter Plc 4.87% Reduce -0.2% 779,534 $246.4M
Mirova US LLC 2.92% Reduce -5.2% 770,794 $243.6M
LBP Am SA 3.28% Add +5.0% 767,189 $242.5M
BLS Capital Fondsmaeglerselskab A/S 7.37% Reduce -2.8% 761,422 $240.6M
Susquehanna International Group, LLP 0.36% Reduce -16.7% 757,637 $239.4M
Retirement Systems of Alabama 0.88% Add +3.2% 746,436 $235.9M
CI Investments Inc. 0.89% Reduce -16.9% 746,078 $235.8M
Cardano Risk Management B.V. 3.61% Add +0.0% 745,016 $235.5M
Welch & Forbes LLC 3.03% Reduce -0.6% 744,750 $235.4M
TCW Group Inc. 1.93% Reduce -4.3% 727,313 $229.9M
Public Sector Pension Investment Board 0.97% Add +33.2% 726,753 $229.7M
Treasurer of the State of North Carolina 0.88% Add +0.6% 718,317 $227.0M
Manning & Napier Advisors LLC 2.59% Reduce -6.4% 716,963 $226.6M
Public Employees Retirement System of Ohio 0.77% Reduce -4.5% 708,360 $223.9M
Capital Research Global Investors 0.05% Add +0.7% 707,582 $223.6M
Two Sigma Investments, LP 0.54% Reduce -14.4% 707,395 $223.6M
Wealth Enhancement Advisory Services, LLC 0.43% Reduce -12.0% 706,543 $223.3M
KLP Kapitalforvaltning As 1.03% — 686,662 $217.0M
Calamos Advisors LLC 1.45% Add +0.7% 681,967 $215.5M
Resona Asset Management Co.,Ltd. 1.27% Reduce -0.7% 675,837 $213.9M
Public Investment Fund 1.11% Reduce -16.1% 673,196 $212.8M
Boston Trust Walden Corp 1.49% Reduce -1.7% 669,916 $211.7M
Commerce Bank 1.29% Reduce -5.1% 664,628 $210.0M
TD Waterhouse Canada Inc. 1.68% Add +0.6% 657,373 $207.9M
NorthCoast Asset Management LLC 1.02% Add +9.6% 654,602 $206.9M
Credit Agricole S A 0.70% Add +13.9% 653,193 $206.4M
Cetera Investment Advisers 0.43% Add +2.1% 646,948 $204.5M
Man Group plc 0.64% Add +147.7% 646,690 $204.4M
Capital Group Private Client Services, Inc. 1.87% Reduce -11.2% 642,036 $202.9M
Bank Pictet & Cie (Europe) AG 4.44% Add +2.3% 639,608 $202.1M
Union Bancaire Privee, UBP SA 3.63% — 656,916 $202.1M
Handelsbanken Fonder AB 0.77% Add +11.5% 638,855 $201.9M
Mn Services Vermogensbeheer B.V. 1.33% Add +2.2% 625,176 $197.6M
Consulta Ltd 12.93% Reduce -9.4% 625,000 $197.5M
National Bank of Canada 0.25% Reduce -86.5% 622,905 $196.9M
Toronto Dominion Bank 0.37% Add +3.7% 613,002 $193.7M
State of New Jersey Common Pension Fund D 0.78% Add +5.0% 612,401 $193.5M
Comerica Bank 0.78% Reduce -2.1% 612,101 $193.4M
Bridgewater Associates 0.89% Add +0.4% 612,004 $193.4M
Fiera Capital Corp 0.61% Reduce -1.3% 610,999 $193.1M
Rafferty Asset Management, LLC 0.68% Add +7.7% 610,517 $192.9M
Candriam S.C.A. 1.11% Reduce -17.8% 607,148 $191.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.65% Reduce -0.8% 572,070 $191.4M
Banque Transatlantique SA 4.83% — 609,360 $189.9M
State of Michigan Retirement System 0.98% Add +2.5% 595,423 $188.2M
State of Tennessee, Department of Treasury 0.68% Reduce -3.5% 591,621 $187.0M
Congress Asset Management Co. 1.26% Add +1.1% 591,578 $187.0M
DJE Kapital AG 4.37% — 593,702 $186.5M
Federated Hermes, Inc. 0.40% Add +2.2% 582,195 $184.0M
Federation des caisses Desjardins du Quebec 0.93% Add +8.3% 580,064 $183.3M
Creative Planning 0.18% Add +1.8% 576,941 $182.3M
Banque Pictet & Cie SA 1.75% Reduce -1.6% 566,729 $179.1M
Van Lanschot Kempen Investment Management N.V. 1.77% Add +5.5% 564,322 $178.3M
ProShare Advisors LLC 0.40% Add +20.9% 551,757 $174.4M
Farallon Capital Management, L.L.C. 0.92% Reduce -26.9% 549,510 $173.7M
Huntington National Bank 1.62% Reduce -1.1% 545,741 $172.5M
CCLA Investment Management 2.73% Reduce -5.0% 544,994 $172.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.02% Add +8.0% 541,877 $171.3M
CIBC Asset Management Inc 0.56% Add +0.1% 539,807 $170.5M
Teacher Retirement System of Texas 0.61% Add +56.0% 534,548 $168.9M
Northwestern Mutual Wealth Management Co. 0.14% Add +1.6% 531,616 $168.0M
DSM Capital Partners LLC 2.59% Reduce -14.6% 530,037 $167.5M
MetLife Investment Management, LLC 0.90% Add +3.9% 524,199 $165.7M
Two Creeks Capital Management, LP 10.04% Reduce -1.2% 521,074 $164.7M
Boston Partners 0.20% Reduce -1.3% 520,123 $164.4M
Los Angeles Capital Management LLC 0.67% Add +13.0% 519,233 $164.1M
Stonehage Fleming Financial Services Holdings Ltd 4.57% Reduce -3.1% 517,185 $163.5M
Agf Management Ltd. 0.81% Reduce -25.8% 509,633 $161.1M
Scharf Investments, LLC 4.78% Reduce -6.4% 509,623 $161.1M
Nisa Investment Advisors, LLC 0.61% Add +3.8% 495,785 $156.7M
BI Asset Management Fondsmaeglerselskab A/S 1.64% Add +64.8% 493,087 $155.8M
DAVENPORT & Co LLC 0.91% Reduce -0.5% 491,952 $155.4M
Corebridge Financial, Inc. 0.84% Add +3.5% 490,900 $155.1M
iA Global Asset Management Inc. 2.71% Reduce -7.0% 489,479 $154.7M
Erste Asset Management GmbH 1.90% Add +1.9% 517,523 $154.6M
Arizona State Retirement System 0.94% Add +7.6% 485,687 $153.5M
Osaic Holdings, Inc. 0.34% Reduce -1.6% 522,725 $150.1M
Vontobel Holding Ltd. 0.51% Add +37.9% 474,425 $149.9M
STRS Ohio 0.59% Reduce -4.3% 470,685 $148.8M
James Hambro & Partners LLP 5.85% Reduce -2.5% 468,597 $148.2M
Gateway Investment Advisers LLC 1.64% Add +0.1% 465,535 $147.1M
Forsta Ap-Fonden 1.03% Add +4.6% 457,686 $144.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.47% Add +3.0% 455,188 $143.9M
Whittier Trust Co. 1.81% Reduce -0.3% 434,176 $137.2M
Raiffeisen Bank International AG 2.08% — 434,802 $137.2M
Oppenheimer Asset Management Inc. 1.67% Reduce -1.9% 433,440 $137.0M
Mirae Asset Global Investments Co., Ltd. 0.55% Add +12.0% 431,030 $136.4M
Bridges Investment Management Inc. 1.90% Reduce -2.6% 431,018 $136.2M
Zurich Insurance Group Ltd 1.10% Reduce -4.6% 427,383 $135.1M
Maverick Capital 2.43% Reduce -13.3% 426,998 $134.9M
Bank of Nova Scotia 0.24% Add +5.0% 426,549 $134.9M
Van Eck Associates Corp. 0.17% Add +9.1% 423,111 $133.7M
Assenagon Asset Management S.A. 0.24% Add +758.6% 422,705 $133.6M
Xponance LLC 1.21% Add +3.4% 421,245 $133.1M
MML Investors Services, LLC 0.46% Add +0.3% 417,672 $132.0M
Caisse de depot et placement du Quebec 0.27% Reduce -64.3% 413,714 $130.8M
Fifth Third Bancorp 0.47% Reduce -3.6% 411,889 $130.2M
Tandem Investment Advisors, Inc. 4.91% Reduce -2.8% 410,484 $129.7M
Voyager Global Management LP 5.17% Reduce -63.9% 410,000 $129.6M
HM Payson & Co. 2.19% Add +0.3% 408,869 $129.2M
Chicago Capital, LLC 3.41% Add +0.5% 406,884 $128.6M
Pinnacle Financial Partners Inc 2.60% Add +0.6% 430,976 $128.3M
BLI - Banque de Luxembourg Investments 3.46% — 403,710 $127.4M
Douglas Lane & Associates, LLC 1.80% Reduce -1.4% 402,813 $127.3M
Focus Partners Wealth 0.33% Add +11.2% 402,224 $127.1M
Foxhaven Asset Management, LP 3.41% Reduce -12.9% 402,099 $127.1M
Jones Financial Companies LLLP 0.12% Add +29.9% 400,306 $126.5M
Tredje AP-fonden 1.13% Add +21.5% 398,789 $126.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.27% Add +6.0% 397,383 $125.6M
Glenmede Trust Co. NA 0.64% Reduce -12.9% 396,992 $125.5M
Dixon Mitchell Investment Counsel Inc. 5.78% Reduce -1.8% 395,909 $125.1M
Giverny Capital 4.57% Add +1.0% 395,717 $125.1M
MAI Capital Management 0.92% Add +12.3% 391,978 $123.9M
Canoe Financial LP 2.00% Reduce -19.1% 387,901 $122.6M
Johnson Investment Counsel Inc. 1.19% Reduce -0.1% 387,017 $122.3M
Ninety One North America, Inc. 7.52% Reduce -8.8% 384,127 $121.4M
Clark Capital Management Group, Inc. 0.84% Add +9.1% 382,018 $120.7M
Evelyn Partners Investment Management LLP 3.89% — 379,598 $120.0M
Madison Asset Management, LLC 1.34% Reduce -7.1% 376,465 $119.0M
Madison Investment Advisors, LLC 1.34% — 376,465 $119.0M
NewEdge Advisors, LLC 0.71% Add +3.2% 375,786 $118.8M
Amalgamated Bank 0.97% Reduce -0.6% 374,893 $118.5M
Czech National Bank 1.10% Add +10.1% 374,688 $118.4M
ValueAct Capital 2.69% No change 373,600 $118.1M
Crawford Investment Counsel Inc. 2.13% Reduce -2.2% 373,499 $118.0M
Kayne Anderson Rudnick Investment Management LLC 0.27% Reduce -2.6% 371,216 $117.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.72% Add +1.1% 367,447 $116.1M
Cambridge Investment Research Advisors, Inc. 0.39% Reduce -2.5% 365,055 $115.4M
Railway Pension Investments Ltd 1.53% Reduce -5.5% 364,939 $115.3M
Triple Frond Partners LLC 14.66% Reduce -11.1% 358,393 $113.3M
Capital International, Inc. 1.33% Add +6.8% 356,218 $112.6M
Cullen/Frost Bankers, Inc. 1.53% Reduce -0.5% 354,164 $111.9M
Castle Hook Partners LP 2.38% New 353,592 $111.7M
Aristotle Atlantic Partners, LLC 3.50% Reduce -2.9% 352,507 $111.4M
Sanctuary Advisors, LLC 0.70% Reduce -0.8% 321,447 $110.3M
Weitz Investment Management, Inc. 5.65% Reduce -3.5% 346,700 $109.6M
D.A. Davidson & Co. 0.89% Reduce -1.4% 346,592 $109.5M
Factory Mutual Insurance Co. 1.18% Reduce -7.6% 345,051 $109.0M
Westwood Holdings Group Inc. 0.85% Reduce -1.7% 344,972 $109.0M
Stonegate Investment Group, LLC 2.90% Add +0.2% 344,098 $108.7M
Crestwood Advisors Group, LLC 2.04% Add +0.3% 343,615 $108.6M
Palestra Capital Management LLC 2.97% Reduce -25.0% 343,053 $108.4M
AEGON ASSET MANAGEMENT UK Plc 1.42% Reduce -7.4% 340,868 $107.8M
LGT Group Foundation 1.65% Add +7.0% 337,180 $106.6M
Nissay Asset Management Corp. /Japan 0.65% Add +7.3% 332,581 $106.0M
Eastern Bank 1.96% Add +1.9% 334,060 $105.6M
Banco Bilbao Vizcaya Argentaria, S.A. 1.11% Reduce -11.6% 332,364 $105.5M
Ferguson Wellman Capital Management, Inc. 1.99% Reduce -0.8% 331,117 $104.6M
Mediolanum International Funds Ltd 1.35% Add +96.8% 332,075 $104.4M
Commerzbank Aktiengesellschaft 2.47% Reduce -12.7% 324,087 $102.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3.98% Add +2.3% 323,760 $102.3M
Daiwa Securities Group Inc. 0.46% Add +6.1% 323,322 $102.2M
CapitalatWork S.A. 3.30% Reduce -1.6% 320,892 $101.4M
Voloridge Investment Management, LLC 0.36% Reduce -48.0% 320,112 $101.2M
Summitry LLC 4.96% Add +1.7% 319,613 $101.0M
Ilmarinen Mutual Pension Insurance Co 0.86% Add +52.2% 317,960 $100.5M
M&T Bank Corp 0.34% Reduce -0.8% 317,486 $100.3M
Millennium Management 0.09% Reduce -69.4% 316,420 $100.0M
IFM Investors Pty Ltd 1.00% Reduce -3.7% 312,860 $98.9M
Formuepleje A/S 5.33% Reduce -6.2% 312,642 $98.8M
London Co. of Virginia 0.54% Reduce -2.7% 311,845 $98.6M
Waters Parkerson & Co., LLC 5.19% Reduce -0.7% 311,681 $98.5M
Bristol Gate Capital Partners Inc. 4.78% Reduce -0.9% 310,421 $98.1M
Premier Fund Managers Ltd 3.48% Add +3.2% 309,251 $97.6M
Homestead Advisers Corp 2.30% Add +4.0% 301,174 $95.2M
Davis Asset Management, L.P. 3.87% No change 300,000 $94.8M
O'shaughnessy Asset Management, LLC 0.79% Add +13.0% 294,904 $93.2M
United Capital Financial Advisors, LLC 0.78% Reduce -10.6% 291,518 $92.1M
Bowie Capital Management, LLC 4.85% Add +1.3% 289,324 $91.4M
Aware Super Pty Ltd as trustee of Aware Super 1.46% — 289,291 $91.4M
Davis R M Inc. 1.76% Add +0.6% 285,779 $90.3M
Aviso Financial Inc. 4.54% Add +2.8% 284,617 $90.0M
E. Ohman J:or Asset Management AB 2.08% Reduce -0.2% 282,791 $89.4M
Vident Advisory, LLC 1.57% Add +239.0% 282,741 $89.4M
Florida Trust Wealth Management Co 2.85% Reduce -1.7% 281,768 $89.0M
Curi Capital, LLC 2.05% Reduce -2.9% 280,835 $88.8M
Qube Research & Technologies Ltd 0.14% Reduce -77.6% 280,488 $88.6M
Cryder Capital Partners LLP 6.43% Reduce -28.1% 279,952 $88.5M
Cornerstone Investment Partners, LLC 4.39% Reduce -0.2% 279,465 $88.3M
Captrust Financial Advisors 0.25% Add +2.4% 276,936 $87.5M
Pathstone Holdings, LLC 0.39% Reduce -3.5% 276,778 $87.5M
Worldquant Millennium Advisors LLC 0.57% Reduce -52.2% 276,183 $87.3M
Steward Partners Investment Advisory, LLC 0.76% Reduce -3.4% 271,272 $85.7M
Townsquare Capital LLC 0.96% Reduce -1.7% 269,385 $85.1M
Teachers Retirement System of the State of Kentucky 0.74% Reduce -8.6% 268,405 $84.8M
Point72 Asset Management 0.24% New 268,348 $84.8M
Provident Investment Management, Inc. 8.06% Reduce -1.1% 267,369 $84.5M
Meitav Investment House Ltd. 1.42% Add +37.8% 266,343 $84.1M
Nicholas Company, Inc. 1.36% Reduce -0.0% 266,210 $84.1M
Country Trust Bank 2.09% Reduce -2.3% 264,650 $83.6M
Jupiter Asset Management Ltd. 0.81% Reduce -16.7% 263,360 $83.2M
Argent Capital Management LLC 2.35% Reduce -2.0% 263,065 $83.1M
Guggenheim Capital LLC 0.69% Add +5.0% 262,634 $83.0M
Utah Retirement Systems 0.91% Add +0.2% 261,433 $82.6M
Parnassus Investments, LLC 0.18% Add +2622.9% 260,174 $82.2M
Mercer Global Advisors Inc. 0.20% Reduce -9.1% 259,738 $82.1M
Cercano Management LLC 2.09% No change 259,580 $82.0M
Boston Financial Mangement LLC 2.48% Reduce -0.4% 259,276 $81.9M
Varma Mutual Pension Insurance Co 0.62% Reduce -18.7% 257,741 $81.5M
Quintet Private Bank (Europe) S.A. 4.47% Reduce -1.5% 257,187 $81.3M
Northeast Investment Management 3.60% Reduce -1.0% 256,808 $81.2M
Locust Wood Capital Advisers, LLC 2.99% Reduce -1.5% 256,099 $80.9M
New York Life Investment Management LLC 0.79% Add +4.0% 255,667 $80.8M
Peapack Gladstone Financial Corp. 1.17% Add +0.3% 255,386 $80.7M
AIA Group Ltd 1.94% Reduce -1.5% 254,475 $80.4M
GFI Investment Counsel Ltd. 9.22% Reduce -1.1% 254,190 $80.3M
Clal Insurance Enterprises Holdings Ltd 0.71% Add +0.0% 249,148 $78.7M
Hengistbury Investment Partners LLP 57.31% Reduce -32.8% 248,533 $78.5M
Border to Coast Pensions Partnership Ltd 1.53% Reduce -5.4% 247,924 $78.3M
Silvant Capital Management LLC 3.15% Reduce -0.1% 240,087 $75.9M
Hyperion Asset Management Ltd 2.50% Add +6.7% 238,958 $75.5M
Pinebridge Investments, L.P. 0.57% Reduce -44.4% 237,493 $75.1M
Alberta Investment Management Corp 0.53% Add +54.1% 237,070 $74.9M
Greenleaf Trust 0.68% Add +0.0% 235,687 $74.5M
Cwm, LLC 0.31% Add +5.3% 234,897 $74.2M
QRG Capital Management, Inc. 0.76% Add +8.9% 234,873 $74.2M
Financial Counselors Inc. 1.08% Reduce -1.2% 233,172 $73.7M
WASHINGTON TRUST Co 2.63% Reduce -2.7% 231,652 $73.2M
Jefferies Financial Group Inc. 0.84% Reduce -2.5% 231,207 $73.1M
EP Wealth Advisors, LLC 0.59% Reduce -6.3% 230,691 $72.9M
Norinchukin Bank, The 1.54% Reduce -3.8% 230,009 $72.7M
Police & Firemen's Retirement System of New Jersey 0.70% — 229,131 $72.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +5.7% 227,924 $72.0M
Sather Financial Group Inc 4.44% Reduce -1.9% 224,226 $70.9M
Advisors Asset Management, Inc. 1.30% Reduce -0.3% 223,779 $70.7M
Polar Capital Holdings Plc 0.40% Add +6.2% 223,439 $70.6M
Groupe la Francaise 1.75% — 226,140 $70.5M
Blue Whale Capital LLP 5.24% Reduce -4.5% 223,108 $70.5M
Stock Yards Bank & Trust Co. 2.42% Reduce -2.3% 222,785 $70.4M
Beacon Pointe Advisors, LLC 0.78% Reduce -6.1% 222,627 $70.4M
Mutual of America Capital Management LLC 0.76% Add +0.3% 222,593 $70.3M
Whittier Trust Co. of Nevada Inc. 1.72% Add +3.1% 221,222 $69.9M
Bowen Hanes & Co. Inc. 1.87% Add +0.0% 221,040 $69.9M
Flputnam Investment Management Co. 1.27% Add +8.2% 220,217 $69.6M
Yousif Capital Management, LLC 0.77% Reduce -0.1% 219,319 $69.3M
Cresset Asset Management, LLC 0.33% Reduce -46.4% 217,782 $68.8M
Sequoia Financial Advisors, LLC 0.66% Add +48.9% 217,000 $68.6M
Migdal Insurance & Financial Holdings Ltd. 0.97% Reduce -0.4% 214,828 $67.9M
Compass Capital Management, Inc. 4.43% Reduce -4.7% 214,012 $67.6M
Marathon Asset Management Ltd 1.87% Add +8.8% 211,792 $66.9M
Swiss Life Asset Management Ltd 0.49% Reduce -0.9% 211,899 $66.9M
Segall Bryant & Hamill, LLC 0.91% Reduce -0.2% 208,402 $65.9M
Mill Capital Management, LLC 5.16% Reduce -0.1% 206,760 $65.3M
Oddo BHF Asset Management Sas 3.31% Reduce -14.6% 206,708 $65.3M
Castleark Management LLC 2.28% Add +17.3% 206,615 $65.3M
Banco Santander, S.A. 0.78% Reduce -2.5% 205,150 $64.8M
Gardner Russo & Quinn 0.73% Reduce -22.9% 204,696 $64.7M
Kestra Advisory Services, LLC 0.35% Reduce -17.0% 204,441 $64.6M
Badgley Phelps Wealth Managers, LLC 1.50% Reduce -1.6% 203,716 $64.4M
Cortland Associates Inc. 7.28% Reduce -1.7% 202,580 $64.0M
Gabelli Funds LLC 0.49% Reduce -2.0% 202,550 $64.0M
Pinnacle Associates Ltd. 0.87% Reduce -4.0% 202,399 $64.0M
Rheos Capital Works Inc. 3.50% No change 200,000 $63.2M
Tiaa Trust, National Association 0.19% Add +4.1% 199,570 $63.1M
Dnca Finance 5.02% Add +4.3% 199,447 $63.0M
Atria Investments, Inc 0.78% Reduce -2.0% 199,071 $62.9M
Quantinno Capital Management LP 0.62% Add +27.6% 198,482 $62.7M
Vanguard Personalized Indexing Management, LLC 0.95% Add +9.0% 198,172 $62.6M
Marsico Capital Management LLC 1.70% Reduce -8.0% 197,775 $62.5M
Caisse Des Depots Et Consignations 3.06% — 196,730 $62.4M
State of Alaska, Department of Revenue 0.70% Reduce -0.1% 197,055 $62.3M
Mar Vista Investment Partners LLC 4.26% Reduce -2.1% 196,882 $62.2M
Aureus Asset Management, LLC 4.01% Reduce -1.0% 196,262 $62.0M
Hantz Financial Services, Inc. 1.08% Reduce -0.9% 195,748 $61.9M
Avantax Advisory Services, Inc. 0.38% Add +2.2% 193,530 $61.2M
Sterling Capital Management LLC 0.83% Reduce -4.4% 191,659 $60.6M
Prudential PLC 0.31% Reduce -9.2% 191,032 $60.4M
ZWJ Investment Counsel Inc. 2.49% Add +6.4% 190,604 $60.2M
Southpoint Capital Advisors LP 1.41% No change 190,000 $60.0M
Peregrine Capital Management LLC 1.78% Reduce -15.8% 189,956 $60.0M
Capital Fund Management S.A. 0.58% Reduce -66.7% 186,754 $59.0M
Mogy Joel R Investment Counsel Inc. 3.49% Add +0.1% 185,624 $58.7M
Destination Wealth Management 1.82% Reduce -1.4% 184,426 $58.3M
HughesLittle Investment Management Ltd. 11.03% No change 184,244 $58.2M
Howland Capital Management LLC 2.54% Reduce -1.2% 183,249 $57.9M
Aptus Capital Advisors, LLC 0.69% Add +19.8% 182,658 $57.7M
Envestnet Portfolio Solutions, Inc. 0.19% Reduce -0.8% 182,295 $57.6M
AE Wealth Management LLC 0.48% Add +2.9% 180,471 $57.0M
Alfreton Capital LLP 20.45% New 180,000 $56.9M
Jia Investment Alliance Pte. LTD. 5.87% No change 180,000 $56.9M
Keybank National Association 0.22% Add +1.4% 179,931 $56.9M
Ieq Capital, LLC 0.55% Add +7.0% 179,101 $56.6M
Annex Advisory Services, LLC 1.69% Add +17.6% 177,944 $56.2M
Rwa Wealth Partners, LLC 0.69% Reduce 0.0% 177,730 $56.2M
Baskin Financial Services Inc. 4.45% Reduce -0.7% 177,232 $56.0M
Oppenheimer & Co. Inc. 0.84% Reduce -2.9% 176,869 $55.9M
Covea Finance 2.51% Add +8.6% 176,421 $55.8M
Kestra Private Wealth Services, LLC 0.95% Add +5.6% 175,903 $55.6M
Saratoga Research & Investment Management 2.80% Reduce -4.8% 175,677 $55.5M
Avalon Trust Co 3.94% Reduce -0.1% 175,325 $55.4M
Dundas Partners LLP 3.88% Add +9.0% 175,029 $55.3M
Private Advisor Group, LLC 0.31% Add +2.8% 174,422 $55.1M
Riverbridge Partners LLC 0.75% Reduce -4.1% 173,510 $54.8M
BNP Paribas 0.76% Add +11.1% 171,811 $54.4M
Crossmark Global Holdings, Inc. 1.00% Add +12.6% 171,854 $54.3M
Baron Capital (BAMCO) 0.14% Add +3.4% 171,506 $54.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.71% Add +4.7% 171,556 $54.1M
NS Partners Ltd 2.23% Reduce -1.3% 170,877 $54.0M
NewEdge Wealth, LLC 0.94% Add +5.0% 170,716 $54.0M
Private Wealth Partners, LLC 4.11% Reduce -1.4% 169,789 $53.7M
Tokio Marine Asset Management Co. Ltd. 1.89% Add +35.8% 168,420 $53.2M
Main Street Research LLC 3.31% Add +2.6% 168,028 $53.1M
Orion Porfolio Solutions, LLC 0.53% Reduce -4.3% 167,335 $52.9M
Orion Portfolio Solutions, LLC 0.53% Reduce -4.3% 167,335 $52.9M
Tidal Investments LLC 0.43% Add +30.3% 166,820 $52.7M
Smith Chas P & Associates Pa Cpas 3.00% Reduce -0.6% 164,979 $52.1M
Avity Investment Management Inc. 4.08% Reduce -1.3% 164,785 $52.1M
Silvercrest Asset Management Group LLC 0.35% Add +14.4% 164,443 $52.0M
Unigestion Holding SA 2.99% Reduce -31.6% 164,316 $51.9M
Mizuho Securities USA LLC 0.94% Add +51.2% 163,785 $51.8M
Acadian Asset Management LLC 0.15% Add +138.1% 163,816 $51.8M
Wealthfront Advisers LLC 0.15% Add +9.2% 163,638 $51.7M
Wilkinson Global Asset Management LLC 3.17% Add +0.1% 163,394 $51.6M
Capital International Sarl 1.19% Add +7.8% 163,371 $51.6M
Snyder Capital Management L P 1.08% Reduce -1.9% 162,809 $51.5M
MassMutual Private Wealth & Trust, FSB 1.43% Reduce -1.6% 160,942 $50.9M
KCM Investment Advisors LLC 1.76% Reduce -0.3% 160,577 $50.7M
Bailard, Inc. 1.30% Reduce -0.2% 160,499 $50.7M
Harel Insurance Investments & Financial Services Ltd. 0.83% Add +3.9% 160,086 $50.6M
Empire Life Investments Inc. 3.17% Reduce -12.2% 159,623 $50.4M
Capital Advisors Inc. 1.00% Reduce -0.3% 158,114 $50.0M
Ironvine Capital Partners, LLC 5.35% Add +0.3% 157,985 $49.9M
Regions Financial Corp. 0.37% Reduce -8.3% 157,706 $49.8M
Ethic Inc. 1.00% Add +14.8% 157,367 $49.7M
CW Advisors, LLC 0.68% Reduce -6.5% 156,159 $49.4M
Hikari Power Ltd 4.20% No change 153,680 $48.6M
Ofi Invest Asset Management 1.14% — 158,839 $48.5M
Daiichi Life Insurance Co., Ltd. 1.34% Add +47.0% 152,983 $48.3M
Cumberland Partners Ltd 3.36% Add +0.5% 152,652 $48.2M
Elo Mutual Pension Insurance Co 1.02% Add +1.9% 152,442 $48.2M
GCQ FUNDS MANAGEMENT PTY Ltd 16.84% — 151,797 $48.0M
Achmea Investment Management B.V. 0.79% Reduce -6.5% 151,733 $48.0M
Kodai Capital Management LP 1.96% New 151,671 $47.9M
Suncoast Equity Management 5.29% Reduce -1.7% 149,822 $47.3M
Gradient Investments LLC 0.95% Add +22.9% 148,713 $47.0M
Kingsview Wealth Management, LLC 0.91% Add +10.8% 148,178 $46.8M
Oregon Public Employees Retirement Fund 0.86% Add +3.6% 148,154 $46.8M
North Star Asset Management Inc. 2.07% Reduce -0.8% 148,063 $46.8M
Alps Advisors Inc. 0.30% Reduce -0.3% 147,946 $46.8M
Violich Capital Management, Inc. 6.07% Reduce -0.1% 147,721 $46.7M
Oak Associates Ltd. 3.21% Add +15.0% 147,115 $46.5M
Osterweis Capital Management Inc. 2.83% Add +0.9% 146,692 $46.4M
UMB Bank, n.a. 0.73% Add +0.5% 146,346 $46.3M
Dock Street Asset Management Inc. 5.50% Add +1.2% 145,372 $45.9M
Washington Trust Advisors, Inc. 3.82% Reduce -2.1% 144,750 $45.7M
Junto Capital Management LP 0.91% Add +187.8% 144,691 $45.7M
Generali Asset Management SPA SGR 1.17% — 144,626 $45.7M
Pacer Advisors, Inc. 0.10% Reduce -14.9% 143,884 $45.5M
Martin Currie Ltd. 1.67% Add +193.9% 143,859 $45.5M
Guinness Asset Management LTD 0.84% Add +9.9% 141,193 $44.6M
HS Management Partners, LLC 3.05% Reduce -38.6% 140,320 $44.3M
Adams Diversified Equity Fund, Inc. 1.67% No change 139,761 $44.2M
Walleye Trading LLC 0.87% Add +239.1% 139,738 $44.2M
Chilton Capital Management LLC 1.85% Reduce -3.1% 139,166 $44.0M
Boston Family Office LLC 3.01% Reduce -1.3% 138,872 $43.9M
Cornerstone Capital, Inc. 4.60% Reduce -8.0% 138,333 $43.7M
Martingale Asset Management L P 1.06% Reduce -5.0% 137,373 $43.4M
Lido Advisors, LLC 0.27% Add +15.0% 135,960 $43.0M
Rockland Trust Co. 2.18% Add +1.0% 135,938 $43.0M
Fiduciary Trust Co 0.56% Add +1.1% 135,392 $42.8M
Delta Global Management LP 3.54% Reduce -41.8% 135,288 $42.8M
Modera Wealth Management, LLC 0.52% Add +0.2% 135,220 $42.7M
Norris Perne & French LLP 3.09% Add +7.8% 134,807 $42.6M
Abn Amro Investment Solutions 0.79% Reduce -17.1% 133,714 $42.3M
Dana Investment Advisors, Inc. 1.37% Reduce -0.6% 131,744 $41.6M
Edmond DE Rothschild Holding S.A. 0.71% Reduce -11.8% 130,930 $41.4M
Villere St Denis J & Co. LLC 3.82% Reduce -2.0% 130,866 $41.4M
Chesley Taft & Associates LLC 1.92% Reduce -0.6% 130,693 $41.3M
Gulf International Bank (UK) Ltd 1.03% Add +3.6% 129,023 $40.8M
Stephens Inc. 0.57% Add +0.8% 128,706 $40.7M
Campbell Newman Asset Management Inc. 3.26% Reduce -6.3% 127,811 $40.4M
Avanza Fonder AB 1.19% — 127,178 $40.2M
14B Captial Management LP 17.47% No change 127,000 $40.1M
Perigon Wealth Management, LLC 0.99% Add +0.0% 126,262 $40.1M
Mirae Asset Securities (usa) Inc. 1.87% New 126,511 $40.0M
Baldwin Wealth Partners LLC 2.75% Add +2.5% 125,920 $39.8M
Roffman Miller Associates Inc. 2.44% Reduce -0.3% 125,695 $39.7M
Nan Shan Life Insurance Co., Ltd. 0.95% Reduce -71.6% 125,386 $39.6M
Community Trust & Investment Co. 2.44% Add +1.0% 124,910 $39.5M
Jane Street Group, LLC 0.06% Reduce -7.5% 124,566 $39.4M
Neville Rodie & Shaw Inc. 2.86% Reduce -0.1% 124,278 $39.3M
SG Americas Securities, LLC 0.17% Reduce -97.0% 123,962 $39.2M
Cooper Investors PTY Ltd. 6.14% Reduce -14.6% 123,378 $39.0M
Tower Research Capital LLC (TRC) 0.77% Add +58.8% 122,560 $38.7M
Trillium Asset Management, LLC 1.00% Add +1.1% 122,151 $38.6M
Hudson Way Capital Management LLC 4.35% Add +49.4% 121,855 $38.5M
Old National Bancorp 0.91% Reduce -2.9% 121,549 $38.4M
Wedgewood Partners Inc. 7.54% Reduce -4.3% 121,199 $38.3M
Wilmington Savings Fund Society, FSB 0.69% Reduce -0.8% 120,894 $38.2M
SouthState Bank Corp 2.50% Add +50.4% 120,455 $38.1M
First American Bank 2.68% Add +0.4% 120,451 $38.1M
Taurus Asset Management, LLC 3.69% Reduce -0.8% 120,150 $38.0M
Alpha Cubed Investments, LLC 1.73% Add +1.5% 119,538 $37.8M
Dakota Wealth Management 0.86% Add +3.6% 118,694 $37.5M
Cidel Asset Management Inc. 2.53% Reduce -1.5% 118,549 $37.5M
LGT Fund Management Co Ltd. 3.28% Add +2.7% 118,111 $37.3M
Dillon & Associates Inc. 5.16% Add +0.1% 117,798 $37.2M
Allianz SE 0.97% Add +2.4% 117,691 $37.1M
South Dakota Investment Council 0.74% Add +0.3% 117,400 $37.1M
Allworth Financial LP 0.20% Add +79.1% 114,587 $37.1M
F/m Investments LLC 1.36% Reduce -17.9% 116,928 $37.0M
Park National Corp. 1.35% Reduce -3.8% 116,700 $36.9M
Fulton Breakefield Broenniman LLC 2.63% Add +0.6% 116,673 $36.9M
Aquatic Capital Management LLC 1.00% Reduce -16.8% 116,629 $36.9M
Azimuth Capital Investment Management LLC 1.43% Add +25.3% 116,611 $36.9M
Renaissance Group LLC 1.52% Reduce -2.5% 115,926 $36.6M
Westwind Capital 7.98% Reduce -1.0% 115,701 $36.6M
&partners 0.44% Add +65.5% 115,561 $36.4M
Sapient Capital LLC 0.70% Reduce -0.3% 115,189 $36.4M
Greenwoods Asset Management Hong Kong Ltd. 1.15% No change 115,000 $36.3M
Kentucky Retirement Systems 1.07% Reduce -1.4% 114,791 $36.3M
Thomasville National Bank 2.61% Add +1.4% 114,741 $36.3M
Alta Capital Management LLC/ 2.16% Reduce -1.1% 114,602 $36.2M
Cobblestone Capital Advisors LLC 1.96% Reduce -5.9% 113,563 $35.9M
Northwest & Ethical Investments L.P. 0.97% Add +1.0% 113,343 $35.8M
Port Capital LLC 1.63% Add +0.5% 113,310 $35.8M
Vest Financial, LLC 0.63% Add +10.1% 113,057 $35.7M
Burns J W & Co. Inc. 4.56% Reduce -4.2% 112,886 $35.7M
Fishman Jay A Ltd. 3.33% Reduce -0.1% 112,369 $35.5M
First Long Island Investors, LLC 2.81% Add +2.3% 111,886 $35.4M
Metis Global Partners, LLC 1.07% Add +8.7% 111,877 $35.4M
Assetmark, Inc. 0.10% Add +86.7% 111,673 $35.3M
Investment Management Corp of Ontario 1.16% Reduce -15.3% 111,201 $35.1M
Hollencrest Capital Management 1.41% Add +0.0% 110,940 $35.1M
Glenview Trust Co 0.66% Reduce -1.0% 110,879 $35.0M
Smith Salley Wealth Management 2.24% Add +1.2% 110,556 $34.9M
National Mutual Insurance Federation of Agricultural Cooperatives 0.30% No change 110,300 $34.9M
Adell Harriman & Carpenter Inc. 2.42% Add +2.0% 110,184 $34.8M
Leith Wheeler Investment Counsel Ltd. 2.50% Add +5.3% 109,446 $34.6M
Kimelman & Baird, LLC 2.73% Reduce -0.9% 108,791 $34.4M
Patten & Patten Inc. 2.25% Reduce -0.9% 107,627 $34.0M
PARUS FINANCE (UK) Ltd 10.61% Reduce -3.8% 107,137 $33.9M
Howard Capital Management Group, LLC 2.31% Add +0.4% 106,795 $33.8M
Hartford Investment Management Co. 1.11% Add +1.6% 106,753 $33.7M
Zevin Asset Management LLC 4.95% Add +7.3% 106,478 $33.7M
Act Two Investors LLC 6.51% Reduce -1.2% 105,726 $33.4M
Prime Capital Investment Advisors, LLC 0.49% Add +1.1% 105,657 $33.4M
Pittenger & Anderson Inc. 1.21% Add +0.1% 105,000 $33.2M
L. Roy Papp & Associates, LLP 3.87% Reduce -0.7% 104,975 $33.2M
Synovus Financial Corp. 0.42% Reduce -8.2% 104,516 $33.0M
Steadfast Capital Management LP 0.70% No change 104,300 $33.0M
Woodline Partners LP 0.22% Add +13177.7% 104,097 $32.9M
Brown Brothers Harriman & Co. 0.23% Add +17.3% 104,065 $32.9M
Trexquant Investment LP 0.38% Add +1251.8% 104,047 $32.9M
Choate Investment Advisors 0.79% Add +0.8% 103,770 $32.8M
Venator Management LLC 9.39% Reduce -2.5% 103,155 $32.6M
Anchor Investment Management, LLC 3.04% Add +0.0% 102,941 $32.5M
Barlow Wealth Partners, LLC 4.10% Add +5.6% 102,445 $32.4M
Skye Global Management LP 0.67% Reduce -1.9% 102,000 $32.2M
Canada Post Corp Registered Pension Plan 1.90% — 101,955 $32.2M
Illinois Municipal Retirement Fund 0.46% Reduce -8.9% 101,864 $32.2M
Baxter Bros Inc. 4.20% Reduce -1.1% 101,584 $32.1M
Argent Trust Co 1.31% Reduce -1.0% 101,462 $32.1M
Citizens Financial Group Inc. 0.62% Add +5.3% 101,289 $32.0M
Carnegie Investment Counsel 0.92% Reduce -2.5% 100,926 $31.9M
Nomura Holdings Inc. 0.17% Add +483.2% 100,714 $31.8M
Globeflex Capital L P 2.70% Add +24463.4% 100,710 $31.8M
Hikari Tsushin, Inc. 2.31% No change 100,566 $31.8M
Rit Capital Partners PLC 7.73% No change 100,000 $31.6M
Blackstone Inc. 0.15% New 100,000 $31.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.90% Reduce -8.3% 99,386 $31.4M
Grassi Investment Management 2.68% Reduce -1.7% 99,274 $31.4M
Archon Partners LLC 3.64% No change 99,000 $31.3M
World Investment Advisors 0.86% Add +7.6% 98,889 $31.3M
Manchester Global Management (UK) Ltd 4.12% Reduce -7.4% 98,772 $31.2M
Granite Investment Partners, LLC 1.35% Reduce -1.1% 98,501 $31.1M
Motley Fool Asset Management LLC 1.62% Add +15.3% 98,442 $31.1M
Dudley & Shanley, Inc. 4.77% Reduce -0.1% 97,636 $30.9M
Atria Wealth Solutions, Inc. 0.34% Reduce -5.9% 97,375 $30.8M
Shell Asset Management Co. 1.34% Reduce -0.8% 96,909 $30.6M
Norman Fields, Gottscho Capital Management, LLC 10.01% Reduce -0.2% 96,242 $30.4M
HB Wealth Management, LLC 0.31% Add +2.8% 95,803 $30.3M
RBF Capital, LLC 1.56% No change 95,000 $30.0M
Hancock Whitney Corp. 0.94% Add +0.9% 94,394 $29.8M
Venture Visionary Partners LLC 1.25% Add +1.6% 93,554 $29.6M
OMERS ADMINISTRATION Corp 0.26% Add +36.0% 93,236 $29.5M
Louisiana State Employees Retirement System 0.55% Reduce -1.1% 93,000 $29.4M
Securian Asset Management, Inc. 0.85% Add +0.5% 92,878 $29.4M
Capital International Ltd. 1.18% Add +3.8% 91,756 $29.0M
Blue Chip Partners, LLC 2.49% Add +0.1% 91,485 $28.9M
NEOS Investment Management LLC 0.68% Add +33.0% 91,427 $28.9M
SVB Wealth LLC 0.54% New 91,048 $28.8M
Absher Wealth Management, LLC 3.74% Add +1.6% 90,512 $28.6M
Meiji Yasuda Asset Management Co Ltd. 1.09% Reduce -0.8% 90,384 $28.6M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Reduce -52.1% 90,171 $28.5M
Walleye Capital LLC 0.30% Reduce -52.6% 90,030 $28.5M
Exencial Wealth Advisors, LLC 1.04% Reduce -1.8% 89,699 $28.3M
Cornerstone Advisors, LLC 1.13% No change 89,600 $28.3M
Appleton Partners Inc. 2.09% Reduce -6.1% 89,371 $28.2M
Coalescence Partners Investment Management, LP 10.66% Add +33.6% 88,541 $28.0M
Baltimore-Washington Financial Advisors, Inc. 1.45% Add +1.5% 88,399 $27.9M
Tocqueville Asset Management L.P. 0.44% Reduce -0.2% 88,009 $27.8M
Bridgeway Capital Management, LLC 0.62% Add +1.6% 87,276 $27.6M
Richard C. Young & CO., LTD. 3.00% Reduce -0.7% 87,206 $27.6M
Davidson Investment Advisors 1.33% Add +1.7% 86,830 $27.4M
Night Owl Capital Management, LLC 3.54% Add +3.6% 86,765 $27.4M
Haverford Trust Co 0.27% Add +2.1% 86,597 $27.4M
Meyer Handelman Co. 0.95% Add +1.8% 86,443 $27.3M
Boston Common Asset Management, LLC 0.79% Add +33.5% 86,329 $27.3M
Palisade Capital Management, LP 0.81% Reduce -1.7% 85,352 $27.0M
Maryland State Retirement & Pension System 0.58% Reduce -6.3% 85,040 $26.9M
Evelyn Partners Investment Management Services Ltd 4.68% — 84,877 $26.8M
Galvin, Gaustad & Stein, LLC 2.43% Reduce -1.2% 84,756 $26.8M
YHB Investment Advisors, Inc. 2.20% Reduce -0.3% 84,628 $26.7M
Jacobs & Co. 2.72% Reduce -2.2% 84,621 $26.7M
Vinva Investment Management Ltd 1.02% Add +13.1% 84,777 $26.7M
Integrated Wealth Concepts LLC 0.31% Add +8.4% 84,546 $26.7M
Bokf, NA 0.45% Add +1.3% 86,501 $26.6M
Park Avenue Securities LLC 0.27% Add +12.1% 84,181 $26.6M
Sora Investors LLC 2.95% Add +5.0% 84,017 $26.6M
Triglav Investments, D.O.O. 2.09% — 83,996 $26.5M
GAM Holding AG 1.97% Add +5.1% 83,671 $26.4M
Rempart Asset Management Inc. 5.24% Reduce -2.5% 83,303 $26.3M
Godsey & Gibb, Inc. 2.62% Reduce -1.4% 83,195 $26.3M
Colonial Trust Advisors 2.31% Reduce -1.3% 82,606 $26.1M
Steigerwald, Gordon & Koch Inc. 2.94% Reduce -0.6% 82,368 $26.0M
Wallington Asset Management, LLC 3.76% Add +1.3% 82,280 $26.0M
New Mexico Educational Retirement Board 0.87% Add +6.9% 82,234 $26.0M
Nicola Wealth Management LTD. 2.45% Reduce -13.7% 82,000 $25.9M
Middleton & Co. Inc. 2.85% Reduce -0.7% 81,676 $25.8M
Dash Acquisitions Inc. 5.48% Add +2.5% 76,988 $25.8M
Engineers Gate Manager LP 0.45% Reduce -2.3% 81,463 $25.7M
Empowered Funds, LLC 0.38% Add +12.0% 81,263 $25.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.02% No change 81,188 $25.6M
UNIVEST FINANCIAL Corp 1.62% Reduce -2.1% 81,119 $25.6M
Tenere Capital LLC 6.77% Add +13.5% 80,903 $25.6M
Choreo, LLC 0.37% Add +17.1% 80,921 $25.5M
Penserra Capital Management LLC 0.47% Add +6.5% 80,440 $25.4M
TRB Advisors LP 4.21% No change 80,000 $25.3M
Meiji Yasuda Life Insurance Co 0.47% Add +0.1% 79,773 $25.2M
Addenda Capital Inc. 0.89% Reduce -0.4% 79,730 $25.2M
CENTRAL TRUST Co 0.62% Reduce -0.3% 79,651 $25.2M
Wilson Asset Management (international) PTY Ltd. 6.45% Reduce -6.7% 78,688 $24.9M
First National Trust Co 0.93% Add +1.1% 78,636 $24.9M
Salem Investment Counselors Inc. 0.81% Reduce -3.5% 78,463 $24.8M
Intech Investment Management LLC 0.24% Add +1.6% 78,106 $24.7M
Independent Advisor Alliance 0.33% Add +9.4% 78,053 $24.7M
Parallel Advisors, LLC 0.56% Add +2.8% 77,744 $24.6M
Calamos Wealth Management LLC 1.24% Add +0.6% 77,443 $24.5M
Apollon Wealth Management, LLC 0.56% Add +42.9% 77,153 $24.4M
Great Valley Advisor Group, Inc. 0.54% Add +1.6% 76,728 $24.2M
Benjamin Edwards Inc. 0.35% Add +5.2% 76,661 $24.2M
SBI Securities Co., Ltd. 0.74% — 76,503 $24.2M
Ilex Capital Partners (UK) LLP 1.54% New 76,222 $24.1M
Sit Investment Associates Inc. 0.55% Reduce -8.9% 76,201 $24.1M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +172.3% 76,121 $24.1M
Synergy Asset Management, LLC 1.85% Add +8.9% 85,890 $23.9M
Oak Ridge Investments LLC 1.87% Add +5.9% 75,456 $23.8M
Montag A & Associates Inc. 1.13% Reduce -1.1% 75,262 $23.8M
Coerente Capital Management 4.43% Reduce -0.1% 75,119 $23.7M
Moors & Cabot, Inc. 1.13% Add +0.3% 75,053 $23.7M
Central Securities Corp 2.26% No change 75,000 $23.7M
King Wealth Management Group 3.45% Add +9.0% 74,874 $23.7M
Hendley & Co. Inc. 8.30% Reduce -0.6% 74,866 $23.7M
Coleford Investment Management Ltd. 6.24% — 74,835 $23.7M
Kornitzer Capital Management Inc. 0.46% Reduce -0.7% 74,761 $23.6M
North Point Portfolio Managers Corp. 4.10% Reduce -3.1% 74,590 $23.6M
Daymark Wealth Partners, LLC 0.99% Reduce -0.6% 174,150 $23.5M
Vantage Wealth 5.05% Reduce -1.4% 74,258 $23.5M
Farmers & Merchants Investments Inc. 0.73% Add +2.2% 74,047 $23.4M
America First Investment Advisors, LLC 5.11% Reduce -1.6% 74,018 $23.4M
TCV Trust & Wealth Management, Inc. 2.15% Reduce -0.6% 73,563 $23.2M
Heirloom Wealth Management 6.96% Add +7.0% 73,416 $23.2M
Eagle Ridge Investment Management 2.01% Reduce -2.3% 72,881 $23.0M
Ashburton (Jersey) Ltd 10.15% Add +35.4% 72,831 $23.0M
Snowden Capital Advisors LLC 0.72% Reduce -1.5% 72,656 $23.0M
Stansberry Asset Management, LLC 3.17% Reduce -0.6% 72,460 $22.9M
Hamilton Capital Partners Inc. 1.71% Add +17.7% 72,437 $22.9M
Charles-Lim Capital Ltd 5.73% Reduce -73.7% 72,391 $22.9M
Freestone Capital Holdings, LLC 0.79% Add +0.0% 72,274 $22.8M
Penobscot Investment Management Company, Inc. 2.07% Reduce -1.8% 72,190 $22.8M
Trajan Wealth LLC 1.25% Add +5.7% 71,663 $22.6M
Cypress Capital Group 2.78% Reduce -2.6% 71,609 $22.6M
Copeland Capital Management, LLC 0.42% Reduce -13.8% 71,285 $22.5M
PGGM Investments 0.30% Reduce -56.4% 71,103 $22.5M
Matthew Goff Investment Advisor, LLC 4.17% Reduce -0.0% 70,948 $22.4M
Point72 Europe (London) LLP 1.29% Add +180.1% 70,858 $22.4M
LMCG Investments, LLC 1.37% Reduce -2.8% 70,630 $22.3M
Financiere des Professionnels - Fonds d'investissement inc. 1.56% Reduce -1.8% 70,610 $22.3M
LS Investment Advisors, LLC 3.24% Reduce -2.7% 70,000 $22.1M
Saraza Management, LP 6.17% Reduce -24.3% 70,000 $22.1M
Schaper Benz & Wise Investment Counsel Inc. 1.77% Add +0.2% 69,903 $22.1M
Beaumont Financial Advisors, LLC 1.66% Reduce -1.7% 69,873 $22.1M
GW Henssler & Associates Ltd. 1.26% Reduce -1.3% 80,256 $22.1M
Venturi Wealth Management, LLC 1.08% Add +3.9% 69,610 $22.0M
W1M Asset Management Ltd 1.87% Reduce -1.4% 69,589 $22.0M
Henshaw Capital LLC 0.91% No change 69,467 $22.0M
Phoenix Financial Ltd. 0.30% Add +3.6% 69,201 $21.9M
Jasper Ridge Partners, L.P. 0.69% Add +0.0% 69,189 $21.9M
South Street Advisors LLC 3.35% Reduce -1.3% 69,102 $21.8M
Ithaka Group LLC 4.02% Reduce -4.7% 68,977 $21.8M
Principal Securities, Inc. 0.49% Add +5.6% 68,959 $21.8M
Advisors Capital Management, LLC 0.34% Reduce -7.5% 68,780 $21.7M
Procyon Advisors, LLC 1.39% Add +4.5% 68,681 $21.7M
Cullinan Associates Inc. 1.39% Reduce -8.4% 68,314 $21.6M
Nepsis Inc. 5.34% Add +5.2% 67,752 $21.4M
Caprock Group, LLC 0.70% Add +3.0% 67,684 $21.4M
Hendershot Investments Inc. 2.89% Add +1.8% 67,035 $21.2M
Albion Financial Group 1.45% Add +1.8% 67,002 $21.2M
Lee Danner & Bass Inc. 1.68% Add +2.5% 66,952 $21.2M
Gotham Asset Management 0.20% Reduce -25.9% 66,817 $21.1M
Equitable Trust Co. 1.18% Reduce -0.1% 66,799 $21.1M
Hilltop Holdings Inc. 1.33% Add +3.9% 66,708 $21.1M
BLB&B Advisors, LLC 1.07% Reduce -1.3% 66,133 $20.9M
Lombard Odier Asset Management (Europe) Ltd 1.42% Reduce -1.5% 66,082 $20.9M
L1 Capital International Pty Ltd 6.41% Add +5.9% 66,056 $20.9M
First Merchants Corp. 0.80% Reduce -1.2% 66,027 $20.9M
Cheviot Value Management, LLC 3.99% Add +3.8% 65,886 $20.8M
Overbrook Management Corp 4.48% Add +8.2% 65,857 $20.8M
Randolph Co Inc 2.32% No change 65,810 $20.8M
Saybrook Capital 5.55% Reduce -0.7% 65,794 $20.8M
Trust Co. of Vermont 1.01% Add +4.4% 65,770 $20.8M
Eagle Global Advisors LLC 0.85% Add +13.4% 65,561 $20.7M
Segment Wealth Management, LLC 1.41% Add +0.3% 65,517 $20.7M
Stonebridge Capital Advisors LLC 1.66% Reduce -1.9% 65,352 $20.7M
Immersion Capital LLP 17.24% Reduce -26.9% 65,200 $20.6M
Forbes J M & Co. LLP 1.98% Add +1.7% 65,161 $20.6M
EULAV Asset Management 0.49% Add +0.0% 65,023 $20.5M
Prevatt Capital Ltd 6.01% Add +62.5% 65,000 $20.5M
Tower Bridge Advisors 2.22% Reduce -4.0% 64,887 $20.5M
Tritonpoint Wealth, LLC 1.85% Reduce -2.0% 64,578 $20.4M
Clearstead Advisors, LLC 0.31% Add +0.5% 64,440 $20.4M
Grand Jean Capital Management Inc. 4.73% Reduce -0.3% 64,420 $20.4M
Dorsey & Whitney Trust CO LLC 1.12% Add +4.3% 64,417 $20.4M
Ycg, LLC 1.62% Reduce -0.6% 64,416 $20.4M
CWA Asset Management Group, LLC 1.03% Add +3.1% 64,287 $20.3M
Concurrent Investment Advisors, LLC 0.55% Reduce -3.1% 64,045 $20.2M
Crown Oak Advisors, LLC 10.41% Add +4.3% 64,016 $20.2M
Gavilan Investment Partners LLC 5.61% No change 64,000 $20.2M
Advisory Services Network, LLC 0.38% Reduce -4.7% 63,890 $20.2M
Prospera Financial Services Inc 0.47% Add +12.0% 63,749 $20.2M
FourThought Financial Partners, LLC 2.09% Add +1.3% 63,709 $20.1M
Equitable Holdings, Inc. 0.19% Add +2.1% 63,640 $20.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.45% Add +0.3% 63,616 $20.1M
First Citizens Bank & Trust Co. 0.37% Add +1.1% 63,574 $20.1M
Harvest Portfolios Group Inc. 0.67% Reduce -8.1% 63,464 $20.1M
Livforsakringsbolaget Skandia, Omsesidigt 1.06% Add +421.8% 63,315 $20.0M
Becker Capital Management Inc. 0.65% Reduce -0.3% 63,300 $20.0M
J. Safra Sarasin Holding AG 0.34% Add +77.0% 63,226 $19.9M
J.P. Marvel Investment Advisors, LLC 3.29% Reduce -0.3% 63,048 $19.9M
Pictet North America Advisors SA 1.88% Add +5.6% 62,683 $19.8M
Mgo One Seven LLC 0.76% Add +19.8% 62,398 $19.7M
Wedbush Securities Inc. 0.70% Add +1.6% 62,348 $19.7M
Telos Capital Management, Inc. 2.09% Reduce -0.6% 62,143 $19.6M
W.G. Shaheen & Associates DBA Whitney & Co 2.05% Add +0.2% 61,889 $19.6M
Bradley Foster & Sargent Inc. 0.33% Add +1.6% 61,609 $19.5M
Stillwater Capital Advisors, LLC 2.40% Add +1.2% 61,336 $19.4M
Valeo Financial Advisors, LLC 0.54% Reduce -1.6% 61,066 $19.3M
Edgemoor Investment Advisors, Inc. 1.70% Add +0.2% 60,567 $19.1M
Waverly Advisors, LLC 0.30% Add +29.5% 60,546 $19.1M
Firetrail Investments PTY Ltd. 5.72% Add +0.3% 60,165 $19.1M
Vestcor Inc 0.63% Add +1.6% 60,289 $19.1M
Rosenblum Silverman Sutton S F Inc. 4.76% Reduce -2.8% 59,918 $18.9M
Tamar Securities, LLC 2.60% Reduce -0.5% 59,529 $18.8M
Highland Capital Management, LLC 1.07% Add +8.3% 59,482 $18.8M
Bogart Wealth, LLC 0.89% Add +2.8% 59,450 $18.8M
Iron Gate Global Advisors LLC 2.65% Add +2.6% 59,406 $18.8M
Dividend Assets Capital, LLC 3.64% Add +0.2% 59,392 $18.8M
Litman Gregory Wealth Management LLC 1.62% Reduce -1.7% 59,116 $18.7M
Montag & Caldwell, LLC 3.98% Reduce -7.3% 58,997 $18.6M
Coldstream Capital Management Inc. 0.40% Add +4.2% 58,858 $18.6M
Marks Group Wealth Management, Inc 1.82% Reduce -0.9% 58,499 $18.5M
Ritholtz Wealth Management 0.54% Add +1.3% 58,338 $18.4M
Knollwood Investment Advisory, LLC 1.92% No change 58,052 $18.3M
Spire Wealth Management 0.57% Add +4.2% 57,999 $18.3M
Stratos Wealth Partners, LTD. 0.26% Reduce -2.8% 57,887 $18.3M
Foundations Investment Advisors, LLC 0.35% Add +15.4% 57,718 $18.2M
Wesleyan Assurance Society 1.39% Add +15.4% 57,630 $18.2M
Criteria Caixa, S.A.U. 2.61% No change 57,678 $18.2M
Groupama Asset Managment 0.38% Reduce -18.4% 57,335 $18.1M
Arcadia Investment Management Corp. 2.89% Add +3.6% 57,200 $18.1M
Peak Asset Management, LLC 3.34% Reduce -0.5% 57,063 $18.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.88% Reduce -5.5% 56,923 $18.0M
Strategic Wealth Investment Group, LLC 0.99% Add +1.1% 56,838 $18.0M
R.m.sincerbeaux Capital Management LLC 10.75% Reduce -4.9% 56,669 $17.9M
Sheets Smith Wealth Management 2.17% Reduce -0.3% 56,379 $17.8M
OMC Financial Services LTD 7.58% Add +1.3% 56,368 $17.8M
Columbia Asset Management 3.40% Reduce -4.4% 56,291 $17.8M
Covington Investment Advisors Inc. 2.67% Reduce -0.6% 56,278 $17.8M
U.S. Capital Wealth Advisors, LLC 0.55% Add +4.7% 56,272 $17.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% Reduce -0.1% 55,962 $17.7M
Longbow Finance SA 1.92% Add +49.7% 55,714 $17.6M
Thomas Story & Son LLC 7.37% Reduce -1.1% 55,689 $17.6M
Rothschild & Co Wealth Management UK Ltd 0.31% Add +0.4% 55,655 $17.6M
Ramsay, Stattman, Vela & Price, Inc. 3.27% Add +0.3% 55,644 $17.6M
TruWealth Advisors, LLC 1.06% Add +1.7% 55,547 $17.6M
Family Capital Trust Co 5.94% Add +100.3% 59,304 $17.5M
Performance Wealth Partners, LLC 0.56% Reduce -1.1% 55,451 $17.5M
Andra AP-fonden 0.28% Add +90.9% 55,441 $17.5M
Nexus Investment Management ULC 1.74% Reduce -2.1% 55,176 $17.4M
Axxcess Wealth Management, LLC 0.43% Add +0.8% 55,013 $17.4M
Bank of Nova Scotia Trust Co. 1.84% Reduce -0.3% 55,008 $17.4M
Threadgill Financial, LLC 9.24% Add +0.2% 54,992 $17.4M
Northwestern Mutual Investment Management Company, LLC 0.38% Add +3.6% 54,869 $17.3M
Talbot Financial, LLC 2.06% Reduce -0.7% 54,784 $17.3M
Bennett Selby Investments LP 6.87% Add +0.4% 54,774 $17.3M
Payden & Rygel 1.49% Reduce -9.9% 54,700 $17.3M
Meridiem Capital Partners LP 1.62% — 54,595 $17.3M
Moody LYNN Lieberson & Walker, LLC 1.05% Add +10.6% 54,292 $17.2M
Cabot Wealth Management Inc. 2.17% Reduce -0.6% 54,096 $17.1M
Letson Investment Management, Inc. 6.91% Reduce 0.0% 54,056 $17.1M
Weatherly Asset Management L. P. 1.51% Add +2.1% 53,864 $17.0M
Siemens Fonds Invest GmbH 1.78% Add +4.5% 53,916 $17.0M
Laird Norton Wetherby Wealth Management, LLC 0.81% Reduce -3.4% 53,559 $16.9M
FineMark National Bank & Trust 0.59% Reduce -0.8% 53,551 $16.9M
CCM Investment Advisers LLC 1.87% Reduce -0.6% 53,539 $16.9M
Van Hulzen Asset Management, LLC 1.23% Add +2.0% 53,150 $16.8M
Pacific Heights Asset Management LLC 1.15% No change 53,000 $16.8M
Griffin Asset Management, Inc. 1.96% Reduce -2.8% 52,886 $16.7M
Chilton Investment Co. Inc. 0.43% Reduce -6.3% 52,849 $16.7M
Zacks Investment Management 0.15% Add +3.6% 52,820 $16.7M
Noesis Capital Mangement Corp. 3.18% Add +0.2% 52,736 $16.7M
Untitled Investments LP 4.04% No change 52,483 $16.6M
Kerrisdale Advisers, LLC 5.60% Reduce -20.2% 52,430 $16.6M
Lombard Odier Asset Management (Switzerland) SA 1.23% Add +11.4% 52,357 $16.5M
Americana Partners, LLC 0.67% Add +25.4% 52,207 $16.5M
Merit Financial Group, LLC 0.30% Add +32.0% 52,121 $16.5M
Professional Advisory Services Inc. 2.08% Reduce -0.4% 52,070 $16.5M
CX Institutional 0.65% Reduce -1.9% 51,967 $16.4M
Toth Financial Advisory Corp. 1.93% Add +1.4% 51,936 $16.4M
American National Bank & Trust 1.83% Add +12.8% 51,843 $16.4M
Sonora Investment Management Group, LLC 1.27% Add +1.3% 51,835 $16.4M
Pine Valley Investments Ltd Liability Co 1.07% Reduce -9.4% 51,766 $16.4M
Diversified Trust Co. 0.40% Add +7.6% 51,747 $16.4M
Whalerock Point Partners, LLC 3.90% Add +0.5% 51,542 $16.3M
Sand Hill Global Advisors, LLC 0.69% Reduce -18.6% 51,258 $16.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 2.02% Reduce -32.9% 53,000 $16.2M
WMS Partners, LLC 0.90% Reduce -0.8% 50,830 $16.1M
ProVise Management Group, LLC 1.37% Reduce -8.0% 50,637 $16.0M
Mission Wealth Management, LP 0.38% Reduce -0.7% 50,527 $16.0M
River Wealth Advisors LLC 2.10% Add +3.2% 50,167 $15.9M
Parsons Capital Management Inc. 0.86% Add +19.9% 49,868 $15.8M
Generate Investment Management Ltd 1.10% Reduce -28.7% 49,845 $15.8M
Sawgrass Asset Management LLC 1.73% Reduce -5.4% 49,830 $15.7M
Peachtree Investment Partners, LLC 5.88% Reduce -0.9% 49,677 $15.7M
Allstate Corp. 0.46% Add +3388.0% 49,669 $15.7M
Thames Capital Management LLC 4.24% No change 49,469 $15.6M
Narwhal Capital Management 1.38% Add +6.9% 49,432 $15.6M
Zions Bancorporation, N.A. 0.99% Add +16.9% 49,416 $15.6M
Traynor Capital Management, Inc. 1.21% Add +7.8% 49,408 $15.6M
Amica Mutual Insurance Co. 1.60% Reduce -5.6% 49,267 $15.6M
Capital Analysts, LLC 0.62% Add +2.5% 48,741 $15.4M
Ledyard National Bank 1.45% Reduce -2.5% 48,648 $15.4M
Taikang Asset Management (Hong Kong) Co Ltd 2.26% Reduce -22.5% 48,577 $15.4M
Benin Management CORP 4.23% No change 48,551 $15.3M
Osborne Partners Capital Management, LLC 0.88% Reduce -0.6% 48,387 $15.3M
BDF-Gestion 1.57% Reduce -11.5% 48,382 $15.3M
Connors Investor Services Inc. 1.43% Reduce -9.8% 48,353 $15.3M
Lyell Wealth Management, LP 1.37% Add +0.6% 48,337 $15.3M
Solidarity Wealth, LLC 3.98% Add +1.6% 48,302 $15.3M
Bleakley Financial Group, LLC 0.46% Add +3.4% 48,276 $15.3M
Leavell Investment Management, Inc. 0.75% Reduce -3.4% 48,268 $15.3M
Vision Capital Management, Inc. 2.24% Add +0.1% 48,241 $15.2M
Anderson Hoagland & Co. 1.57% Reduce -10.0% 47,687 $15.2M
Callan Family Office, LLC 0.97% Add +1281.4% 48,074 $15.2M
HighPoint Advisor Group LLC 0.83% Add +3.1% 43,659 $15.2M
Kelly Lawrence W & Associates Inc. 3.60% Add +0.3% 48,058 $15.2M
Greenwood Gearhart LLC 1.05% Add +7.5% 48,003 $15.2M
Berkeley, Inc 7.84% Reduce -35.2% 47,959 $15.2M
Atlantic Union Bankshares Corp 0.88% Reduce -2.3% 47,915 $15.1M
Investment House LLC 0.82% Add +0.8% 47,806 $15.1M
Moore Capital Management, LP 0.30% New 47,771 $15.1M
Running Oak Capital LLC 1.96% Add +5.8% 47,546 $15.0M
Pallas Capital Advisors LLC 0.64% Reduce -1.6% 47,279 $14.9M
Yarbrough Capital, LLC 0.57% Add +8.3% 47,264 $14.9M
Harber Asset Management LLC 4.47% Add +6.0% 46,723 $14.8M
Ravenstone Capital Management Inc. 8.48% Add +1.4% 46,672 $14.8M
One Capital Management, LLC 0.49% Reduce -4.7% 46,575 $14.7M
Sompo Asset Management Co., Ltd. 2.48% Reduce -5.7% 46,418 $14.7M
Great Lakes Retirement, Inc. 1.89% Reduce -0.5% 46,410 $14.7M
Kintegral Advisory, LLC 1.38% Reduce -4.5% 46,406 $14.7M
Makena Capital Management LLC 2.38% Add +7.7% 46,340 $14.6M
Timber Creek Capital Management LLC 4.23% Add +0.4% 46,329 $14.6M
HFR Wealth Management, LLC 3.62% Reduce -0.3% 46,312 $14.6M
Douglass Winthrop Advisors, LLC 0.28% Reduce -1.9% 46,118 $14.6M
Mutual Advisors, LLC 0.42% Reduce -4.6% 45,910 $14.6M
Camden National Bank 2.17% Reduce -2.1% 45,804 $14.5M
Hennion & Walsh Asset Management, Inc. 0.65% Add +6.4% 45,580 $14.4M
Orbis Allan Gray Ltd 0.08% Reduce -51.9% 45,558 $14.4M
CHURCHILL MANAGEMENT Corp 0.16% Add +2.1% 45,490 $14.4M
OneDigital Investment Advisors LLC 0.17% Reduce -29.2% 45,382 $14.3M
Deltec Asset Management LLC 2.84% Reduce -4.1% 45,344 $14.3M
GDS Wealth Management 1.30% Add +6.8% 45,318 $14.3M
Palisade Asset Management, LLC 1.45% Reduce -0.9% 45,231 $14.3M
Roundview Capital LLC 1.00% Add +6.5% 45,145 $14.3M
First American Trust, FSB 1.42% Add +35.9% 45,004 $14.2M
Perseverance Asset Management International 1.92% New 45,000 $14.2M
Cary Street Partners Financial LLC 0.46% — 44,951 $14.2M
Ninety One SA (Pty) Ltd 3.12% Add +3.1% 44,759 $14.1M
Twin Tree Management, LP 0.34% Reduce -61.3% 44,674 $14.1M
Verdence Capital Advisors LLC 1.13% Reduce -0.3% 44,261 $14.0M
Mirabella Financial Services LLP 1.32% New 44,222 $14.0M
First Financial Bank - Trust Division 1.30% Reduce -1.9% 44,167 $14.0M
Progressive Investment Management Corp 3.58% Reduce -2.3% 44,099 $13.9M
Plato Investment Management Ltd 1.02% Add +2.5% 43,923 $13.9M
Savant Capital, LLC 0.11% Add +4.0% 44,038 $13.9M
Fiduciary Group, LLC 1.40% Reduce -1.4% 44,037 $13.9M
Capital Investment Advisors, LLC 0.28% Add +14.8% 44,024 $13.9M
Westpac Banking Corp. 0.92% Reduce -6.2% 43,997 $13.9M
Mirova 2.40% Reduce -4.9% 43,993 $13.9M
Sandy Spring Bank 0.56% Reduce -2.2% 43,900 $13.9M
Park State Asset Management 7.79% Reduce -0.2% 43,865 $13.9M
B. Riley Wealth Advisors, Inc. 0.45% Reduce -17.6% 43,808 $13.8M
Empirical Finance, LLC 0.80% Reduce -0.2% 43,775 $13.8M
CFM Wealth Partners LLC 2.33% Add +2.1% 43,749 $13.8M
China Universal Asset Management Co., Ltd. 1.29% Add +4.2% 43,570 $13.8M
Blue Fin Capital, Inc. 2.53% Add +0.2% 43,453 $13.7M
Quest Investment Management LLC 1.59% Reduce -7.9% 43,426 $13.7M
Strategic Wealth Partners, Ltd. 1.13% Add +6.3% 38,407 $13.7M
Morningstar Investment Services LLC 1.24% Reduce -91.1% 43,143 $13.6M
Buckingham Capital Management, Inc. 1.56% Reduce -0.6% 43,005 $13.6M
Heritage Investors Management Corp. 0.44% Add +1.5% 42,996 $13.6M
Avenir Corp. 1.38% Reduce -11.2% 42,738 $13.5M
Janney Capital Management LLC 0.89% Reduce -3.7% 42,667 $13.5M
Evelyn Partners Asset Management Ltd 3.62% — 42,581 $13.5M
Wolverine Trading, LLC 0.30% Add +327.3% 42,634 $13.4M
HUB Investment Partners, LLC 0.57% Add +8.5% 42,486 $13.4M
Community Financial Services Group, LLC 2.66% Add +1.0% 42,485 $13.4M
Ostrum Asset Management 1.16% Add +11.5% 42,474 $13.4M
Ibex Wealth Advisors 1.58% New 42,373 $13.4M
Anchor Capital Advisors LLC 0.38% Reduce -19.2% 42,273 $13.4M
MMBG Investment Advisors Co. 1.42% No change 42,238 $13.3M
Zweig-DiMenna Associates LLC 1.13% Reduce -10.6% 42,230 $13.3M
Capital & Planning, LLC 9.76% — 42,218 $13.3M
Praxis Investment Management Inc. 0.87% Reduce -1.7% 42,153 $13.3M
Ashton Thomas Private Wealth, LLC 0.52% Add +15.0% 42,000 $13.3M
Ascent Group, LLC 0.99% Add +5.2% 41,879 $13.2M
Miramar Capital, LLC 3.15% Add +0.3% 41,855 $13.2M
Sowell Financial Services LLC 0.69% Add +33.6% 41,723 $13.2M
Level Four Advisory Services, LLC 0.54% Add +2.2% 41,521 $13.1M
Patten Group, Inc. 2.90% Reduce -1.3% 41,495 $13.1M
Buffington Mohr McNeal 2.17% Reduce -0.2% 41,414 $13.1M
Rothschild Capital Partners, LLC 3.17% Add +10.9% 41,365 $13.1M
Oxbow Advisors, LLC 1.58% Add +0.3% 41,289 $13.0M
Global Retirement Partners, LLC 0.37% Reduce -1.4% 41,198 $13.0M
CenterBook Partners LP 0.78% Reduce -29.5% 41,162 $13.0M
Summit Financial, LLC 0.46% Add +7.7% 41,139 $13.0M
Skylands Capital, LLC 1.81% Reduce -11.9% 41,065 $13.0M
Jacobson & Schmitt Advisors, LLC 2.50% Add +1.0% 40,982 $13.0M
Flagship Harbor Advisors, LLC 0.68% Reduce -1.8% 40,787 $12.9M
Signaturefd, LLC 0.24% Add +2.1% 40,708 $12.9M
Shelter Mutual Insurance Co 3.20% No change 40,610 $12.8M
Beach Investment Counsel Inc. 1.73% Reduce -3.4% 40,562 $12.8M
Eagle Rock Investment Company, LLC 2.12% Add +24.7% 40,331 $12.7M
Harbor Investment Advisory, LLC 1.19% Add +1.3% 40,325 $12.7M
Ancora Advisors LLC 0.28% Add +0.8% 40,264 $12.7M
Auxier Asset Management LLC 1.97% Reduce -3.6% 40,193 $12.7M
Linscomb Wealth, Inc. 0.63% Add +1.0% 40,148 $12.7M
Renaissance Investment Group LLC 2.66% Reduce -0.0% 39,903 $12.6M
Seilern Investment Management Ltd 0.72% — 39,900 $12.6M
Lowe Brockenbrough & Co. Inc. 0.81% Add +0.3% 39,739 $12.6M
McCollum Christoferson Group LLC 3.69% Reduce -0.5% 39,475 $12.5M
Vestor Capital, LLC 0.95% Reduce -0.7% 39,388 $12.4M
Thoroughbred Financial Services, LLC 0.76% Add +1.2% 39,295 $12.4M
IFP Advisors, Inc 0.41% Add +4.0% 39,284 $12.4M
WealthBridge Investment Counsel Inc. 4.54% Reduce -1.4% 39,179 $12.4M
Barrier Capital Management, LLC 9.98% Reduce -0.8% 39,165 $12.4M
Courier Capital LLC 0.85% Reduce -6.0% 39,014 $12.3M
Heritage Trust Co 1.45% — 38,957 $12.3M
GFG Capital, LLC 3.38% Reduce -0.2% 38,954 $12.3M
Sigma Planning Corp 0.39% Reduce -3.5% 38,920 $12.3M
Webster Bank, N. A. 1.32% Reduce -3.0% 38,836 $12.3M
Financial Enhancement Group LLC 1.88% Add +33.1% 39,979 $12.3M
United Services Automobile Association 0.40% Add +1.4% 38,648 $12.2M
Principle Wealth Partners LLC 0.86% Reduce -0.7% 38,618 $12.2M
Perennial Advisors, LLC 2.65% — 38,519 $12.2M
Stratos Wealth Advisors, LLC 0.58% Add +1.5% 38,391 $12.1M
Central Bank & Trust Co. 1.84% Reduce -6.7% 38,360 $12.1M
GAMMA Investing LLC 1.03% Add +15.2% 38,325 $12.1M
Security National Bank 1.73% Reduce -0.8% 38,315 $12.1M
Advanced Asset Management Advisors Inc 3.16% No change 38,200 $12.1M
Composition Wealth, LLC 0.24% Add +47.7% 38,173 $12.1M
Bank of Hawaii 0.67% Reduce -0.4% 38,140 $12.1M
NorthCrest Asset Manangement, LLC 0.36% Add +0.5% 38,082 $12.0M
Ameritas Investment Partners, Inc. 0.39% Reduce -0.6% 37,961 $12.0M
Orange Investment Advisors, Inc. 1.36% Reduce -4.1% 37,949 $12.0M
Donaldson Capital Management, LLC 0.46% Reduce -0.5% 37,931 $12.0M
Spectrum Wealth Counsel, LLC 1.41% Reduce -0.9% 37,883 $12.0M
Brookstone Capital Management 0.17% Reduce -0.6% 37,878 $12.0M
Logan Capital Management Inc. 0.50% Reduce -21.5% 37,730 $11.9M
Evercore Wealth Management, LLC 0.18% Reduce -1.6% 37,699 $11.9M
Moneta Group Investment Advisors LLC 0.17% Add +4.7% 37,549 $11.9M
Strategic Advisors LLC 2.14% Add +9.4% 37,462 $11.8M
Cohen Capital Management, Inc. 1.97% No change 37,333 $11.8M
Ballentine Partners, LLC 0.20% Add +0.6% 37,323 $11.8M
Banque de Luxembourg S.A. 6.33% — 37,082 $11.8M
Legacy Trust 2.73% Reduce -1.4% 37,224 $11.8M
Fagan Associates, Inc. 1.87% Reduce -0.8% 37,183 $11.8M
International Assets Investment Management, LLC 0.98% Reduce -31.7% 37,165 $11.7M
Woodstock Corp. 1.12% Add +0.6% 36,844 $11.6M
NWF Advisory Services Inc. 1.71% Add +11.0% 36,841 $11.6M
Brown Shipley& Co Ltd 5.76% Reduce -4.3% 36,742 $11.6M
Jamison Private Wealth Management, Inc. 1.71% Reduce -0.3% 36,651 $11.6M
Mather Group, Llc. 0.15% Reduce -4.8% 36,442 $11.5M
Kemnay Advisory Services Inc. 2.07% Reduce -25.2% 36,400 $11.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.35% Reduce -5.4% 36,302 $11.5M
Wealthcare Advisory Partners LLC 0.32% Add +1.1% 36,300 $11.5M
Lakehouse Capital Pty Ltd 7.73% No change 36,289 $11.5M
Nicollet Investment Management, Inc. 3.93% Reduce -1.6% 36,237 $11.5M
Cassaday & Co Wealth Management LLC 0.31% Add +0.2% 36,211 $11.4M
Farther Finance Advisors, LLC 0.41% Reduce -0.3% 36,186 $11.4M
Bell Asset Management Ltd 2.08% Reduce -11.3% 36,163 $11.4M
Cohen Klingenstein LLC 0.39% Reduce -26.2% 36,000 $11.4M
Western Wealth Management, LLC 0.61% Add +0.2% 35,992 $11.4M
WCG Wealth Advisors LLC 0.75% Add +2.8% 35,949 $11.4M
Baader Bank Aktiengesellschaft 1.04% Add +2.7% 35,894 $11.3M
NWK Group, Inc. 4.38% Add +1.0% 35,893 $11.3M
Red Door Wealth Management, LLC 1.73% Add +7.0% 35,743 $11.3M
Nemes Rush Group LLC 1.39% Add +9.0% 35,606 $11.3M
Motco 1.15% Reduce -0.8% 35,557 $11.2M
Mezzasalma Advisors, LLC 3.62% Add +2.8% 35,495 $11.2M
Portside Wealth Group, LLC 1.85% Reduce -1.5% 35,327 $11.2M
Bearing Point Capital, LLC 2.33% — 35,276 $11.1M
Cape Cod Five Cents Savings Bank 0.99% No change 40,540 $11.1M
Wormser Freres Gestion 6.62% Reduce -1.2% 35,044 $11.1M
DSG Capital Advisors, LLC 2.02% — 35,256 $11.1M
Schmidt P J Investment Management Inc. 1.93% Reduce -3.0% 35,201 $11.1M
Liberty Capital Management, Inc. 2.47% Reduce -0.0% 35,168 $11.1M
Chicago Partners Investment Group LLC 0.37% Reduce -4.7% 35,550 $11.1M
GHP Investment Advisors, Inc. 0.52% Reduce -0.8% 35,029 $11.1M
Coronation Fund Managers Ltd. 0.65% Reduce -61.2% 35,006 $11.1M
Coastline Trust Co 1.29% Reduce -1.5% 34,840 $11.0M
Capital Management Corp. 1.97% Reduce -1.9% 34,743 $11.0M
Texas Yale Capital Corp. 0.44% Reduce -0.1% 34,679 $11.0M
Archford Capital Strategies, LLC 1.65% Add +1.3% 34,469 $10.9M
Avanda Investment Management Pte. Ltd. 3.46% Reduce -2.4% 34,419 $10.9M
NFJ Investment Group, LLC 0.35% Reduce -12.9% 34,202 $10.8M
West Coast Financial LLC 1.19% Add +1.3% 34,066 $10.8M
Independent Financial Group, LLC 0.36% Add +13.1% 34,054 $10.8M
Stokes Capital Advisors, LLC 2.77% Reduce -0.1% 33,935 $10.7M
Novare Capital Management LLC 0.90% Add +0.0% 33,902 $10.7M
American Money Management, LLC 2.09% Add +0.4% 33,867 $10.7M
Mechanics Bank Trust Department 1.43% Add +3.1% 33,859 $10.7M
Shelton Capital Management 0.27% Add +1.7% 33,708 $10.7M
IHT Wealth Management, LLC 0.34% Reduce -14.4% 33,701 $10.7M
Sagespring Wealth Partners, LLC 0.28% — 33,590 $10.6M
Focus Partners Advisor Solutions, LLC 0.18% Add +42.2% 33,568 $10.6M
Sienna Gestion 0.72% New 33,548 $10.6M
V-Square Quantitative Management LLC 1.50% Add +9.6% 33,473 $10.6M
Johnson Financial Group, Inc. 0.50% Reduce -9.5% 30,823 $10.5M
Whitener Capital Management, Inc. 2.94% Add +0.4% 33,228 $10.5M
New Age Alpha Advisors, LLC 0.42% Add +44126.7% 33,170 $10.5M
Rossmore Private Capital 1.30% Add +0.8% 33,131 $10.5M
Strategic Global Advisors, LLC 1.91% Add +84.1% 33,064 $10.4M
Townsend Asset Management Corp. /NC/ 3.82% Add +0.2% 33,039 $10.4M
GAMCO Investors 0.11% Reduce -1.2% 33,006 $10.4M
First Western Trust Bank 0.48% Reduce -3.9% 32,991 $10.4M
Bollard Group LLC 0.29% Add +81.8% 32,723 $10.3M
RNC Capital Management LLC 0.55% Add +0.2% 32,558 $10.3M
Hosking Partners LLP 0.40% Reduce -0.3% 32,543 $10.3M
Columbus Hill Capital Management, L.P. 2.04% Reduce -10.0% 32,508 $10.3M
Moody National Bank Trust Division 1.07% Reduce -2.8% 32,473 $10.3M
Cullen Investment Group, LTD. 1.51% Reduce -0.2% 32,464 $10.3M
HCR Wealth Advisors 1.28% Add +0.4% 32,435 $10.3M
RiverFront Investment Group, LLC 0.23% Add +19.8% 32,371 $10.2M
Spirepoint Private Client, LLC 1.28% Add +3.3% 32,317 $10.2M
Pioneer Trust Bank N A 2.57% Reduce -2.2% 32,280 $10.2M
TD Private Client Wealth LLC 0.28% Reduce -9.2% 32,218 $10.2M
M. Kulyk & Associates, LLC 2.20% Reduce -5.1% 32,202 $10.2M
Generali Investments CEE, investicni spolecnost, a.s. 1.05% — 32,156 $10.2M
Independence Bank of Kentucky 1.56% Add +18.3% 32,149 $10.2M
Gouws Capital LLC 6.96% Add +9.8% 32,102 $10.1M
Burney Co./ 0.36% Reduce -1.9% 32,059 $10.1M
Franklin, Parlapiano, Turner & Welch, LLC 2.73% Reduce -1.7% 31,951 $10.1M
Iyo Bank, Ltd. 3.44% No change 31,856 $10.1M
Fulton Bank, N.A. 0.39% Reduce -2.1% 31,826 $10.1M
Foster Victor Wealth Advisors, LLC 0.77% Add +4.6% 31,403 $10.0M
Diamant Asset Management, Inc. 6.40% Reduce -1.0% 31,663 $10.0M
PFG Investments, LLC 0.62% Reduce -5.9% 31,586 $10.0M
Colonial Trust Co / SC 1.48% Add +4.4% 31,500 $10.0M
Knights of Columbus Asset Advisors LLC 0.66% Add +0.6% 31,497 $10.0M
Clear Harbor Asset Management, LLC 0.80% Add +4.9% 31,483 $9.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.39% No change 31,505 $9.9M
SeaCrest Wealth Management, LLC 1.05% Reduce -1.4% 31,462 $9.9M
Welch Group, LLC 0.45% Add +1.0% 31,446 $9.9M
Ossiam 0.17% Reduce -35.1% 31,357 $9.9M
Mirabaud & Cie SA 3.18% Reduce -5.7% 31,349 $9.9M
DLK Investment Management, LLC 4.14% Reduce -0.4% 31,321 $9.9M
Chronos Wealth Management, LLC 5.05% Reduce -0.6% 31,280 $9.9M
Howe & Rusling Inc. 0.85% Add +8.3% 31,278 $9.9M
Pitcairn Co. 0.58% Reduce -3.0% 31,237 $9.9M
Profund Advisors LLC 0.36% Add +2.8% 31,051 $9.8M
Rothschild Investment LLC 0.64% Reduce -1.8% 31,048 $9.8M
GPM Growth Investors, Inc. 4.14% Reduce -0.3% 31,024 $9.8M
Icon Wealth Advisors, LLC 0.81% Add +0.1% 31,023 $9.8M
Prosperity Consulting Group, LLC 0.74% Add +3.4% 30,930 $9.8M
Spinnaker Trust 0.62% Add +4.7% 30,895 $9.8M
Marietta Wealth Management, LLC 1.40% Add +3.8% 30,824 $9.7M
Capital Planning Advisors, LLC 1.50% Add +3.6% 30,748 $9.7M
Bryn Mawr Trust Advisors, LLC 0.52% Reduce -3.6% 30,621 $9.7M
Hound Partners, LLC 4.65% Reduce -49.5% 30,610 $9.7M
Investidor Profissional Gestao de Recursos Ltda. 11.87% Reduce -36.5% 30,593 $9.7M
XXEC, Inc. 8.02% Reduce -4.9% 30,584 $9.7M
Mayar Capital Ltd. 12.66% Reduce -11.9% 30,580 $9.7M
RPg Family Wealth Advisory, LLC 3.41% Add +6.0% 30,542 $9.7M
Transcend Capital Advisors, LLC 0.69% Reduce -7.1% 30,409 $9.6M
Fragasso Financial Advisors Inc 0.73% Reduce -5.8% 30,393 $9.6M
Nilsine Partners, LLC 1.03% Add +3.0% 30,371 $9.6M
Sepio Capital, LP 0.77% Reduce -0.7% 30,292 $9.6M
Impact Asset Management GmbH 3.78% Reduce -19.6% 30,290 $9.6M
Berger Financial Group, Inc 0.66% Reduce -1.3% 30,268 $9.6M
Claar Advisors LLC 3.09% No change 30,240 $9.6M
Crestline Management, L.P. 0.33% Reduce -27.0% 30,175 $9.5M
Kinsale Capital Group, Inc. 2.56% Add +12.3% 30,085 $9.5M
Buck Wealth Strategies, LLC 1.97% Add +29.5% 30,052 $9.5M
Platinum Investment Management Ltd. 0.56% Reduce -15.1% 30,048 $9.5M
RedJay Asset Management Inc. 6.28% Reduce -33.3% 30,000 $9.5M
Wells Trecaso Financial Group, LLC 3.10% Reduce -0.9% 29,968 $9.5M
Frank, Rimerman Advisors LLC 0.68% Add +32.4% 29,816 $9.4M
Riggs Asset Managment Co. Inc. 2.51% Reduce -14.2% 29,850 $9.4M
Nelson Capital Management, LLC 1.56% Reduce -1.9% 29,753 $9.4M
Cyndeo Wealth Partners, LLC 0.63% Add +1.1% 29,671 $9.4M
Vise Technologies, Inc. 0.78% Add +46.9% 29,664 $9.4M
Caldwell Trust Co 0.98% Reduce -2.4% 29,615 $9.4M
Grafton Street Partners Fund, LP 6.81% No change 29,613 $9.4M
Wisconsin Capital Management LLC 5.14% Reduce -6.5% 29,591 $9.4M
Princeton Global Asset Management LLC 1.74% Add +10.5% 29,491 $9.3M
TCTC Holdings, LLC 0.33% Add +0.3% 29,448 $9.3M
Thompson Investment Management, Inc. 1.34% Add +0.0% 29,437 $9.3M
Great Lakes Advisors, LLC 0.08% Reduce -2.1% 29,427 $9.3M
Mesirow Financial Investment Management, Inc. 0.18% Reduce -50.8% 29,399 $9.3M
Landscape Capital Management, L.L.C. 0.98% Add +16.0% 29,317 $9.3M
First National Bank of Omaha 0.60% Add +3.0% 29,309 $9.3M
AMS Capital Ltda 4.64% Reduce -28.7% 29,176 $9.2M
Fifth Third Wealth Advisors LLC 0.50% Add +5.7% 29,138 $9.2M
Parkwood LLC 1.13% New 29,048 $9.2M
Templeton & Phillips Capital Management, LLC 7.28% No change 29,046 $9.2M
Cypress Asset Management Inc. 2.28% Reduce -1.6% 28,591 $9.2M
Vestmark Advisory Solutions, Inc. 0.31% Add +12.0% 28,893 $9.1M
Consolidated Capital Management, LLC 3.98% Reduce -1.1% 28,869 $9.1M
Meeder Advisory Services, Inc. 0.57% Add +6.3% 28,799 $9.1M
CFO4Life Group, LLC 1.60% Add +0.1% 28,787 $9.1M
Trust Co. of Oklahoma 2.91% Reduce -1.6% 28,781 $9.1M
St Germain D J Co. Inc. 0.41% Add +0.4% 28,734 $9.1M
Te Ahumairangi Investment Management Ltd 1.90% Reduce -23.3% 28,727 $9.1M
Perkins Coie Trust Co 2.00% Reduce -3.5% 28,687 $9.1M
Fisher Funds Management LTD 0.22% — 28,662 $9.1M
Integrated Advisors Network LLC 0.43% Reduce -0.2% 28,550 $9.0M
Mitchell Capital Management Co. 1.58% Reduce -0.4% 28,548 $9.0M
Postrock Partners LLC 4.36% — 28,483 $9.0M
Chickasaw Capital Management LLC 0.36% Reduce -0.7% 28,467 $9.0M
Glen Eagle Advisors, LLC 1.49% Reduce -2.9% 28,415 $9.0M
Selkirk Management LLC 3.22% No change 28,400 $9.0M
Harbour Capital Advisors, LLC 2.00% Reduce -0.6% 28,491 $9.0M
Builder Investment Group Inc. 2.43% No change 28,285 $8.9M
Robertson Stephens Wealth Management, LLC 0.32% Reduce -17.2% 28,239 $8.9M
Tradewinds, LLC. 2.48% Add +4.2% 25,508 $8.9M
Lorne Steinberg Wealth Management Inc. 2.58% Add +0.5% 28,201 $8.9M
Chapman Investment Management, LLC 6.61% Reduce -0.2% 28,122 $8.9M
Knightsbridge Asset Management, LLC 2.08% Reduce -1.9% 28,042 $8.9M
Hartline Investment Corp./ 1.01% Add +0.8% 27,980 $8.8M
Employees Retirement System of Texas 0.09% Reduce -30.0% 27,866 $8.8M
Infusive Asset Management Inc. 3.92% Reduce -25.0% 27,831 $8.8M
Northstar Financial Companies, Inc. 8.31% — 27,791 $8.8M
Ipswich Investment Management Co., Inc. 2.10% Add +2.3% 27,618 $8.7M
Trivium Point Advisory, LLC 1.08% Add +7.2% 27,140 $8.6M
City Holding Co. 1.21% Add +0.2% 27,118 $8.6M
Sumitomo Life Insurance Co. 0.16% Reduce -1.9% 27,003 $8.5M
Summit Trail Advisors, LLC 0.31% Add +30.8% 26,977 $8.5M
Cornerstone Wealth Group, LLC 0.70% Reduce -31.4% 26,972 $8.5M
SlateStone Wealth, LLC 0.83% Add +1.2% 26,907 $8.5M
JCIC Asset Management Inc. 3.44% Add +1.4% 26,818 $8.5M
Waratah Capital Advisors Ltd. 0.47% Add +266.3% 26,804 $8.5M
Herold Advisors, Inc. 1.84% Reduce -3.6% 26,773 $8.5M
Valicenti Advisory Services Inc. 2.10% Reduce -1.7% 26,716 $8.4M
Ascent Wealth Partners, LLC 1.14% Add +3.8% 26,704 $8.4M
Settian Capital LP 6.09% No change 26,700 $8.4M
Live Oak Private Wealth LLC 1.42% Reduce -1.1% 26,681 $8.4M
Shepherd Financial Partners LLC 1.01% Add +0.6% 26,676 $8.4M
Norden Group LLC 0.95% Reduce -1.9% 26,659 $8.4M
Boit C F David 4.23% No change 26,630 $8.4M
Tikehau Investment Management 10.12% Reduce -20.4% 26,619 $8.4M
Nations Financial Group Inc, /Ia/ 0.61% Reduce -24.4% 26,526 $8.4M
Conning Inc. 0.31% Reduce -2.5% 26,507 $8.4M
Fort Sheridan Advisors LLC 1.22% Add +0.5% 26,385 $8.3M
Delta Financial Advisors LLC 3.10% Reduce -0.2% 26,358 $8.3M
RB Capital Management, LLC 2.03% Add +0.3% 26,313 $8.3M
Concourse Financial Group Securities, Inc. 0.47% Reduce -2.8% 25,679 $8.3M
Shorepath Capital Management LLC 5.94% Reduce -2.4% 26,262 $8.3M
McHugh Group, LLC 6.29% — 26,261 $8.3M
Proficio Capital Partners LLC 0.67% Add +13.8% 26,260 $8.3M
Meridian Wealth Advisors, LLC 1.37% Add +2.2% 26,195 $8.3M
Fidelis Capital Partners, LLC 0.83% Add +12.3% 23,880 $8.3M
AlTi Global, Inc. 0.20% Add +3.1% 26,050 $8.2M
Mattern Capital Management, LLC 1.07% Add +4.5% 26,072 $8.2M
Tyche Wealth Partners LLC 1.74% Reduce -1.2% 26,066 $8.2M
FRG Family Wealth Advisors LLC 1.49% Reduce -0.5% 26,013 $8.2M
Eagle Capital Management, LLC 3.32% Reduce -0.1% 26,008 $8.2M
Jackson Square Partners, LLC 0.86% Reduce -18.4% 26,002 $8.2M
CMH Wealth Management LLC 1.88% Add +1.1% 25,966 $8.2M
Redmond Asset Management, LLC 2.04% Add +49.5% 25,806 $8.2M
McGowan Group Asset Management, Inc. 1.11% Add +1.0% 25,780 $8.1M
Glassy Mountain Advisors, Inc. 2.78% Add +0.6% 25,720 $8.1M
Essex Financial Services, Inc. 0.57% Add +4.5% 25,705 $8.1M
Capital City Trust Co. 2.03% Add +1.0% 25,702 $8.1M
Hamilton Point Investment Advisors, LLC 1.46% Add +1.7% 25,630 $8.1M
J.W. Cole Advisors, Inc. 0.33% Reduce -0.8% 25,628 $8.1M
Goelzer Investment Management, Inc. 0.47% Reduce -2.7% 25,575 $8.1M
Vantage Investment Partners, LLC 0.70% Reduce -5.5% 25,534 $8.1M
Mufg Securities Americas Inc. 1.06% — 25,510 $8.1M
Legacy Wealth Management, LLC / MS 3.20% Reduce -6.5% 25,491 $8.1M
Geneos Wealth Management Inc. 0.28% Reduce -2.0% 25,465 $8.0M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -1.6% 25,324 $8.0M
Intrust Bank NA 0.81% Add +1.1% 25,311 $8.0M
Brady Family Wealth, LLC 2.45% Reduce -2.8% 25,277 $8.0M
Farmers Trust Co. 1.49% Reduce -2.0% 25,247 $8.0M
NorthRock Partners, LLC 0.26% Reduce -5.8% 25,155 $7.9M
Condor Capital Management 0.70% Reduce -1.9% 25,124 $7.9M
Bahl & Gaynor LLC 0.04% Reduce -19.8% 25,088 $7.9M
Schonfeld Strategic Advisors LLC 0.05% Reduce -53.7% 25,033 $7.9M
Kentucky Farm Bureau Mutual Insurance Co 1.78% No change 25,000 $7.9M
Employees Provident Fund Board 0.10% Add +38.9% 25,000 $7.9M
HBK Sorce Advisory LLC 0.24% Add +1.9% 24,961 $7.9M
Rockline Wealth Management, LLC 2.10% Add +5.8% 24,927 $7.9M
McDonough Capital Management, Inc 4.87% Add +2.2% 24,918 $7.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Add +16.5% 24,868 $7.9M
Diversify Advisory Services, LLC 0.43% Reduce -11.8% 25,420 $7.8M
Debussy Capital Management LP 1.19% Add +1305.6% 23,276 $7.8M
Searle & Co. 2.24% Add +2.0% 24,555 $7.8M
Ables, Iannone, Moore & Associates, Inc. 4.78% Reduce -1.1% 24,534 $7.8M
Bristlecone Advisors, LLC 0.60% Reduce -0.8% 24,504 $7.7M
Keel Point, LLC 0.62% Reduce -2.3% 24,497 $7.7M
K.J. Harrison & Partners Inc 1.21% Reduce -0.1% 24,603 $7.7M
First Horizon Advisors, Inc. 0.22% Reduce -0.8% 24,468 $7.7M
Harvey Capital Management Inc. 1.82% Reduce -8.4% 24,460 $7.7M
Means Investment Co., Inc. 0.80% Reduce -0.1% 24,440 $7.7M
Atlas Capital Advisors Inc. 0.98% Add +1425.0% 24,400 $7.7M
Wealthspire Advisors, LLC 0.08% Reduce -8.1% 24,349 $7.7M
StoneX Group Inc. 0.42% Add +161.7% 24,328 $7.7M
Twin Capital Management Inc. 0.84% Add +10.4% 24,321 $7.7M
Verition Fund Management LLC 0.04% Add +10.7% 24,316 $7.7M
Insigneo Advisory Services, LLC 0.79% Reduce -3.2% 24,313 $7.7M
Scholtz & Company, LLC 3.68% Reduce -1.5% 24,313 $7.7M
Consolidated Investment Group LLC 1.08% No change 24,300 $7.7M
Executive Wealth Management, LLC 0.60% Add +3.6% 24,291 $7.7M
Asio Capital, LLC 1.45% Reduce -1.1% 24,250 $7.7M
Sitrin Capital Management LLC 3.86% Add +0.8% 24,250 $7.7M
Painted Porch Advisors LLC 3.78% Reduce -34.0% 24,244 $7.7M
Purus Wealth Management, LLC 3.03% Reduce -0.5% 24,211 $7.7M
Obermeyer Wealth Partners 0.40% Add +12.1% 24,184 $7.6M
Clearstead Trust, LLC 1.65% Reduce -0.3% 24,175 $7.6M
SteelPeak Wealth, LLC 0.32% Reduce -0.8% 24,161 $7.6M
Hedeker Wealth, LLC 1.89% Reduce -0.6% 24,082 $7.6M
Lockheed Martin Investment Management Co. 0.30% Reduce -1.3% 24,020 $7.6M
Farmers National Bank 2.21% — 24,004 $7.6M
Symmetry Investments LP 0.45% Reduce -7.7% 24,000 $7.6M
United Capital Management of KS, Inc. 1.38% Add +2.3% 23,990 $7.6M
DE Burlo Group Inc. 1.01% Reduce -4.7% 23,937 $7.6M
Beacon Bank & Trust 1.75% Reduce -2.2% 23,863 $7.5M
Cannell & Spears LLC 0.15% Reduce -3.2% 23,850 $7.5M
Channing Global Advisors, LLC 5.02% Add +42.8% 23,838 $7.5M
Blue Zone Wealth Advisors, LLC 2.17% Add +2.2% 23,821 $7.5M
Smartleaf Asset Management LLC 0.77% Add +18.8% 23,804 $7.5M
Wedmont Private Capital 0.40% Add +9.6% 24,354 $7.5M
Ingalls & Snyder LLC 0.30% Reduce -1.6% 23,702 $7.5M
Eastover Investment Advisors LLC 3.49% Reduce -2.4% 23,591 $7.5M
Leuthold Group, LLC 0.89% Add +4.0% 23,568 $7.4M
Lester Murray Antman dba SimplyRich 2.12% Reduce -0.1% 23,552 $7.4M
Spring Capital Management, LLC 4.43% Add +12.2% 23,492 $7.4M
EFG Asset Management (North America) Corp. 1.01% Add +22.7% 23,363 $7.4M
Northeast Financial Consultants Inc 0.31% Add +1.2% 23,367 $7.4M
Covey Capital Advisors, LLC 8.33% Reduce -7.0% 23,186 $7.3M
WP Advisors, LLC 2.44% Add +0.7% 23,164 $7.3M
Onex Canada Asset Management Inc. 0.87% Reduce -0.6% 23,088 $7.3M
Hudson Value Partners, LLC 2.71% Add +6.3% 23,023 $7.3M
Sunbelt Securities, Inc. 0.64% Reduce -20.2% 23,054 $7.3M
Horizon Investments, LLC 0.21% Add +4.1% 22,979 $7.3M
Guinness Atkinson Asset Management Inc 3.70% Reduce -6.5% 22,966 $7.3M
Schechter Investment Advisors, LLC 0.56% Reduce -4.9% 22,944 $7.3M
Torray Investment Partners LLC 1.03% Add +1.0% 22,816 $7.2M
Citizens National Bank Trust Department 1.52% Reduce -0.2% 22,748 $7.2M
GS Investments, Inc. 3.24% Reduce -2.9% 22,709 $7.2M
Legacy CG, LLC 2.20% Add +0.2% 22,708 $7.2M
AMJ Financial Wealth Management 1.99% Reduce -2.2% 22,663 $7.2M
Philadelphia Trust Co. 0.53% Reduce -8.5% 22,660 $7.2M
PFG Advisors 0.44% Reduce -2.7% 22,651 $7.2M
Arvin Capital Management LP 2.87% Reduce -6.4% 22,619 $7.1M
Strategic Blueprint, LLC 0.42% Reduce -1.2% 22,559 $7.1M
Trifecta Capital Advisors, LLC 1.41% Add +2.3% 22,556 $7.1M
Poehling Capital Management, INC. 1.75% Reduce -0.1% 22,538 $7.1M
Arete Wealth Advisors, LLC 0.51% Add +19.5% 22,423 $7.1M
Mission Creek Capital Partners, Inc. 1.55% Add +1.4% 22,441 $7.1M
Borer Denton & Associates, Inc. 2.46% Reduce -0.9% 22,351 $7.1M
Phraction Management LLC 2.65% No change 22,330 $7.1M
Clarity Financial LLC 0.84% Add +0.8% 22,187 $7.0M
Evergreen Capital Management LLC 0.23% Add +0.0% 22,183 $7.0M
DRW Securities, LLC 0.47% Add +307.4% 22,172 $7.0M
Clarity Wealth Advisors, LLC 1.90% Add +2.6% 22,104 $7.0M
Cornerstone Advisory, LLC 0.79% Reduce -1.7% 19,725 $7.0M
RBA Wealth Management, LLC 2.65% Add +0.2% 22,051 $7.0M
Financial Advocates Investment Management 0.40% Reduce -15.6% 22,005 $7.0M
Sawyer & Company, Inc 2.57% Add +0.9% 22,001 $7.0M
Caption Management, LLC 0.29% Add +10.0% 22,000 $7.0M
Petredis Investment Advisors LLC 0.72% Reduce -1.1% 21,984 $6.9M
Alliance Wealth Advisors, LLC 1.79% Add +1.6% 21,942 $6.9M
Osprey Private Wealth LLC 4.83% Reduce -0.0% 21,880 $6.9M
Peterson Wealth Services 2.12% Add +1.8% 21,867 $6.9M
Meridian Wealth Management, LLC 0.33% Add +5.7% 21,863 $6.9M
Benedict Financial Advisors Inc. 1.68% Add +1.0% 21,846 $6.9M
CTC LLC 0.70% Add +5.2% 21,833 $6.9M
Harold Davidson & Associates Inc. 3.29% — 21,793 $6.9M
Kavar Capital Partners Group, LLC 1.16% Add +1.6% 21,772 $6.9M
Hanson & Doremus Investment Management 1.07% Add +5.9% 21,734 $6.9M
Sfmg, LLC 0.54% Reduce -0.6% 21,624 $6.8M
Harbour Investments, Inc. 0.20% Add +1.2% 21,516 $6.8M
Qtron Investments LLC 0.95% Add +5.1% 21,481 $6.8M
Culbertson A N & Co. Inc. 1.08% No change 21,467 $6.8M
Crews Bank & Trust 1.14% — 21,462 $6.8M
Hayek Kallen Investment Management 2.46% Reduce -2.0% 21,435 $6.8M
Carret Asset Management, LLC 0.74% Add +0.9% 21,292 $6.7M
Mirador Capital Partners LP 1.22% Reduce -0.7% 21,255 $6.7M
Plimoth Trust Co. LLC 1.72% Reduce -0.1% 21,208 $6.7M
Core Alternative Capital 1.40% Add +6.4% 21,150 $6.7M
Ameritas Advisory Services, LLC 0.23% Add +25.1% 21,117 $6.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.66% Reduce -1.8% 21,115 $6.7M
EagleClaw Capital Managment, LLC 1.06% Add +1.9% 21,092 $6.7M
Wimmer Associates 1, LLC 3.29% Add +0.4% 21,083 $6.7M
Sound View Wealth Advisors Group, LLC 0.54% Reduce -10.3% 21,039 $6.6M
Diversify Wealth Management, LLC 0.51% Add +45.5% 21,449 $6.6M
Strong Tower Advisory Services 1.72% Add +3.1% 20,865 $6.6M
Virtu Financial LLC 0.35% Reduce -53.9% 20,757 $6.6M
Artemis Investment Management LLP 0.09% Reduce -7.8% 20,716 $6.5M
Fairhaven Wealth Management, LLC 2.04% Add +0.3% 20,683 $6.5M
Aljian Capital Management, LLC 1.42% Add +5.0% 20,674 $6.5M
Sterling Investment Advisors, Ltd. 1.58% Reduce -0.7% 20,670 $6.5M
Aviance Capital Partners, LLC 0.90% Reduce -6.7% 20,648 $6.5M
StrongBox Wealth, LLC 2.76% Reduce -4.2% 20,641 $6.5M
Brighton Jones LLC 0.19% Add +50.0% 20,635 $6.5M
Asset Dedication, LLC 0.51% Reduce -19.6% 20,627 $6.5M
Clio Asset Management LLC 4.80% Reduce -2.3% 20,610 $6.5M
SageView Advisory Group, LLC 0.28% Add +15.2% 20,574 $6.5M
Teza Capital Management LLC 0.98% New 20,537 $6.5M
Anb Bank 2.85% — 20,508 $6.5M
MainStreet Investment Advisors LLC 0.90% Reduce -2.7% 20,360 $6.4M
Confluence Wealth Services, Inc. 0.42% Add +3.5% 19,575 $6.4M
Jaffetilchin Investment Partners, LLC 0.46% Add +3.7% 20,304 $6.4M
Pacifica Partners Inc. 2.77% Reduce -0.9% 20,402 $6.4M
West Branch Capital LLC 2.05% Add +4.3% 20,295 $6.4M
Zevenbergen Capital Investments LLC 0.13% Reduce -61.5% 20,258 $6.4M
Heritage Wealth Advisors 0.32% Add +0.5% 20,213 $6.4M
CreativeOne Wealth, LLC 0.20% Add +8.8% 20,208 $6.4M
American Trust 0.49% Reduce -8.8% 20,198 $6.4M
Generali Powszechne Towarzystwo Emerytalne 2.13% No change 20,118 $6.4M
Mendel Money Management 2.84% Reduce -4.6% 20,101 $6.4M
Bey-Douglas LLC 5.46% Reduce -0.7% 20,057 $6.3M
Resonant Capital Advisors, LLC 0.46% Add +1.4% 20,009 $6.3M
Pragma Gestao DE Patrimonio Ltd. 3.49% Reduce -41.2% 20,000 $6.3M
Highview Capital Management LLC 2.43% Add +3.1% 19,997 $6.3M
Avitas Wealth Management LLC 0.87% Reduce -0.3% 19,957 $6.3M
Canal Capital Management, LLC 1.02% Add +0.8% 19,949 $6.3M
Allen Mooney & Barnes Investment Advisors LLC 1.06% Add +0.9% 19,900 $6.3M
Wendell David Associates Inc. 0.62% Reduce -1.7% 19,880 $6.3M
LVW Advisors, LLC 0.77% Add +2.8% 19,836 $6.3M
Capital Group Investment Management Pte. LTD. 1.19% No change 19,816 $6.3M
AXS Investments LLC 1.75% Reduce -2.5% 19,779 $6.3M
SP Asset Management LLC 0.52% Add +0.2% 19,751 $6.2M
Harmony Asset Management LLC 2.47% Add +0.7% 19,743 $6.2M
Investment Research & Advisory Group, Inc. 2.58% Add +0.2% 19,688 $6.2M
Arrow Financial Corp 0.59% Reduce -0.7% 19,621 $6.2M
Winch Advisory Services, LLC 1.61% Reduce -1.0% 19,570 $6.2M
Tyler-Stone Wealth Management 1.10% Add +0.3% 19,526 $6.2M
Bray Capital Advisors 1.67% Reduce -17.4% 19,480 $6.2M
Wright Investors Service Inc. 2.00% Reduce -14.3% 19,441 $6.1M
Lake Street Advisors Group, LLC 0.28% Add +1.8% 19,422 $6.1M
Capricorn Fund Managers Ltd 2.73% Reduce -0.6% 19,437 $6.1M
Waldron Private Wealth LLC 0.25% Add +1.0% 19,352 $6.1M
Hunter Associates Investment Management LLC 0.93% Reduce -0.4% 19,305 $6.1M
Gladstone Institutional Advisory LLC 0.28% Reduce -12.5% 19,313 $6.1M
Trust Co of Kansas 2.92% Add +0.2% 19,259 $6.1M
TenCore Partners, LP 3.00% Reduce -0.1% 19,242 $6.1M
Blue Edge Capital, LLC 0.96% Add +1.6% 19,238 $6.1M
Financial Management Network Inc. 1.26% Reduce -4.3% 19,269 $6.1M
CHICAGO TRUST Co NA 1.12% Reduce -6.5% 19,166 $6.1M
Soltis Investment Advisors LLC 0.56% Reduce -15.6% 19,165 $6.1M
Hamilton Capital Partners, LLC 3.81% — 19,103 $6.0M
KP Management LLC 2.11% No change 19,000 $6.0M
L.M. Kohn & Company 1.55% Reduce -1.5% 18,992 $6.0M
GLOBALT Investments LLC / GA 0.23% Add +0.1% 18,965 $6.0M
Exchange Traded Concepts, LLC 0.12% Add +50.7% 18,937 $6.0M
Bridgewater Advisors Inc. 0.62% Reduce -3.5% 19,312 $6.0M
Leonteq Securities AG 0.58% Reduce -15.6% 18,779 $5.9M
Iowa State Bank 1.23% Add +0.7% 18,772 $5.9M
Bath Savings Trust Co 0.60% Reduce -1.5% 18,746 $5.9M
Cottage Street Advisors LLC 3.08% Reduce -2.6% 18,697 $5.9M
Applied Finance Capital Management, LLC 0.26% Add +2.7% 18,591 $5.9M
Graypoint LLC 0.36% Add +3.2% 18,580 $5.9M
E Fund Management Co., Ltd. 0.29% Add +69.7% 18,580 $5.9M
Bensler, LLC 0.70% Reduce -3.4% 18,568 $5.9M
M Holdings Securities, Inc. 0.95% Reduce -2.1% 18,554 $5.9M
Sabal Trust CO 0.34% Reduce -3.8% 18,550 $5.9M
Prossimo Advisors, LLC 4.24% Add +0.1% 18,526 $5.9M
San Luis Wealth Advisors LLC 1.11% Add +24.3% 18,523 $5.9M
Walter & Keenan Wealth Management LLC /in/ 1.77% Reduce -0.1% 18,518 $5.9M
Thompson Siegel & Walmsley LLC 0.09% Add +3.2% 18,513 $5.9M
Dupree Financial Group, LLC 2.85% Add +1.1% 18,509 $5.8M
Cadence Bank 0.40% Add +2.6% 18,487 $5.8M
Tower View Wealth Management LLC 3.09% Add +0.3% 18,480 $5.8M
CMT Capital Markets Trading GmbH 3.47% New 18,420 $5.8M
Grove Bank & Trust 0.81% Add +4.1% 18,415 $5.8M
Fortis Capital Management LLC 1.08% Add +2.7% 18,399 $5.8M
Wambolt & Associates, LLC 1.87% Reduce -20.3% 18,384 $5.8M
Y.D. More Investments Ltd 0.52% Add +7.5% 18,377 $5.8M
Trust Asset Management LLC 0.45% No change 18,376 $5.8M
Mandatum Life Insurance Co Ltd 1.72% No change 18,332 $5.8M
ROI Financial Advisors, LLC 3.93% Add +2.0% 18,277 $5.8M
Butensky & Cohen Financial Security, Inc. 1.82% Reduce -0.6% 18,271 $5.8M
Trinity Legacy Partners, LLC 1.49% Add +1.1% 18,256 $5.8M
Bright Rock Capital Management, LLC 1.23% No change 18,250 $5.8M
Roberts Wealth Advisors, LLC 1.75% Reduce -0.4% 18,229 $5.8M
Brick & Kyle, Associates 2.46% Reduce -0.9% 18,202 $5.8M
Bulltick Wealth Management, LLC 1.36% Reduce -9.0% 18,196 $5.8M
First Hawaiian Bank 0.19% Reduce -22.4% 18,192 $5.7M
First National Bank of Mount Dora, Trust Investment Services 1.34% Reduce -0.5% 18,147 $5.7M
Syon Capital LLC 0.52% Add +7.0% 18,137 $5.7M
Linden Thomas Advisory Services, LLC 0.73% Add +12.9% 18,118 $5.7M
Clarius Group, LLC 0.39% Add +0.7% 18,095 $5.7M
Baldwin Investment Management, LLC 0.74% Reduce -1.4% 18,086 $5.7M
Souders Financial Advisors 0.80% Reduce -17.8% 18,068 $5.7M
EverSource Wealth Advisors, LLC 0.32% Add +17.7% 18,014 $5.7M
Arkadios Wealth Advisors 0.31% Reduce -2.7% 17,936 $5.7M
Keebeck Wealth Management 0.82% Reduce -0.1% 17,933 $5.7M
Moloney Securities Asset Management, LLC 0.76% Reduce -0.1% 17,908 $5.7M
Signet Investment Advisory Group, Inc. 2.89% Add +0.3% 17,905 $5.7M
Fairbanks Capital Management, Inc. 3.52% Add +0.2% 17,892 $5.7M
Turtle Creek Wealth Advisors, LLC 1.30% Add +5.5% 17,828 $5.6M
Bretton Capital Management, LLC 5.41% No change 17,800 $5.6M
Quadrant Capital Group LLC 0.39% Add +4.6% 17,797 $5.6M
Transamerica Financial Advisors, LLC 0.56% Reduce -2.6% 17,785 $5.6M
Ceeto Capital Group, LLC 2.07% Reduce -0.4% 17,768 $5.6M
Reynders McVeigh Capital Management, LLC 0.30% Reduce -0.3% 17,758 $5.6M
Berbice Capital Management LLC 4.49% — 17,710 $5.6M
Greenline Partners, LLC 0.78% No change 17,600 $5.6M
True North Advisors, LLC 1.31% Add +261.4% 17,576 $5.6M
Aragon Global Management, LP 2.06% No change 17,550 $5.5M
Value Partners Investments Inc. 3.12% Reduce -75.6% 17,526 $5.5M
Trust Point Inc. 0.38% Add +7.9% 17,464 $5.5M
B & T Capital Management DBA Alpha Capital Management 1.01% Add +0.3% 17,463 $5.5M
Physicians Financial Services, Inc. 1.67% Reduce -3.7% 17,441 $5.5M
Watchman Group, Inc. 1.45% Reduce -1.5% 17,435 $5.5M
Signal Advisors Wealth, LLC 0.62% Add +21.0% 17,376 $5.5M
Gifford Fong Associates 1.35% No change 17,375 $5.5M
Castle Rock Wealth Management, LLC 1.31% Add +0.2% 15,505 $5.5M
Diligent Investors, LLC 1.26% Reduce -1.7% 17,341 $5.5M
First Foundation Advisors 0.21% Add +0.1% 17,338 $5.5M
GeoWealth Management, LLC 0.18% Add +10.8% 17,309 $5.5M
Royal Capital Wealth Management, LLC 3.83% Reduce -1.0% 17,296 $5.5M
Arax Advisory Partners 0.34% Add +39.1% 17,263 $5.5M
Schnieders Capital Management LLC 1.09% Add +0.5% 17,217 $5.4M
Codex Capital Asset Management L.L.C. 2.40% No change 17,200 $5.4M
Unison Asset Management LLC 2.66% Add +2.6% 17,193 $5.4M
Strategic Financial Services, Inc. 0.32% Reduce -2.3% 17,193 $5.4M
Family Legacy, Inc. 1.84% Add +0.8% 17,348 $5.4M
MV Capital Management, Inc. 0.58% Reduce -0.8% 17,081 $5.4M
Journey Advisory Group, LLC 0.65% No change 20,511 $5.4M
Larson Financial Group LLC 0.28% Reduce -0.1% 17,005 $5.4M
Krilogy Financial LLC 0.36% Add +8.6% 16,988 $5.4M
Family Manage LLC 0.87% Add +4.8% 16,960 $5.4M
Portfolio Design Labs, LLC 1.10% Add +29.6% 16,959 $5.4M
Trust Co. of Toledo NA 0.70% Add +3.4% 16,959 $5.4M
Cordgrass Capital Advisors, LLC 1.55% Reduce -17.5% 16,944 $5.4M
GKV Capital Management Co., Inc. 2.18% — 16,925 $5.3M
Partners Capital Investment Group, LLP 0.15% New 16,921 $5.3M
Empower Advisory Group, LLC 0.02% Reduce -7.8% 16,911 $5.3M
NBT Bank, N.A. 0.37% Reduce -2.3% 16,908 $5.3M
Jericho Financial, LLP 3.86% — 16,872 $5.3M
Sendero Wealth Management, LLC 0.79% Reduce -5.8% 16,815 $5.3M
Sone Capital Management, LLC 0.67% — 16,798 $5.3M
Foyston, Gordon & Payne Inc 1.40% Reduce -0.1% 16,758 $5.3M
Oak Asset Management, LLC 1.96% Reduce -0.3% 16,740 $5.3M
Field & Main Bank 1.86% Reduce -0.5% 16,732 $5.3M
S.E.E.D. Planning Group LLC 1.76% Reduce -4.6% 16,689 $5.3M
Agur Provident & Training Funds Management Ltd. 2.01% Reduce -29.0% 16,644 $5.3M
Connecticut Wealth Management, LLC 0.26% Add +0.4% 16,628 $5.3M
Aft, Forsyth & Company, Inc. 2.57% Reduce -1.5% 16,614 $5.3M
Concentric Capital Strategies, LP 0.33% Reduce -9.7% 16,607 $5.2M
Occidental Asset Management, LLC 0.82% Add +5.7% 16,604 $5.2M
Pensionfund Sabic 1.38% Add +43.1% 16,600 $5.2M
SevenBridge Financial Group, LLC 0.99% Add +6.5% 14,947 $5.2M
L & S Advisors Inc 0.64% Add +1695.0% 16,514 $5.2M
East Coast Asset Management, LLC. 1.74% Reduce -3.9% 16,484 $5.2M
Cox Capital Mgt LLC 3.33% Reduce -0.2% 16,434 $5.2M
Keeler Thomas Management LLC 1.85% Reduce -3.0% 16,433 $5.2M
Seascape Capital Management 1.80% Reduce -0.3% 16,363 $5.2M
Capital Asset Advisory Services LLC 0.25% Add +0.9% 16,402 $5.2M
Cigna Investments Inc. 0.91% Add +0.4% 16,293 $5.2M
Ausdal Financial Partners, Inc. 0.44% Add +7.4% 16,238 $5.1M
ICW Investment Advisors LLC 2.14% Add +0.5% 16,235 $5.1M
RFG Advisory, LLC 0.14% Add +7.6% 16,188 $5.1M
Sigma Investment Counselors Inc. 0.30% Reduce -0.0% 16,118 $5.1M
Ami Investment Management Inc. 1.65% Add +9.2% 16,104 $5.1M
Leelyn Smith, LLC 0.91% Reduce -0.3% 16,086 $5.1M
Aaron Wealth Advisors LLC 0.59% Add +4.2% 16,001 $5.1M
Compound Planning, Inc. 0.26% Add +19.7% 15,980 $5.1M
Angeles Wealth Management, LLC 0.41% Add +7.2% 15,928 $5.0M
AMG National Trust Bank 0.14% Reduce -1.3% 15,891 $5.0M
RMR Wealth Builders 0.52% Add +4.5% 15,885 $5.0M
William Allan Corp 3.08% Add +0.2% 15,868 $5.0M
Joseph Group Capital Management 1.97% Add +9.9% 15,844 $5.0M
Horizon Investment Services, LLC 2.13% Add +4.5% 15,841 $5.0M
S&co Inc. 0.34% Add +1.1% 15,835 $5.0M
Harrell Investment Partners, LLC 1.40% Add +1.1% 15,829 $5.0M
Checchi Capital Advisers, LLC 0.37% Add +1.6% 15,822 $5.0M
AlphaCore Capital LLC 1.08% Reduce -4.7% 15,819 $5.0M
Milestones Administradora de Recursos Ltda. 2.54% Reduce -32.9% 15,810 $5.0M
Magnus Financial Group LLC 0.48% Add +2.4% 15,740 $5.0M
Pinnacle Bancorp, Inc. 1.62% Reduce -5.4% 15,734 $5.0M
WD Rutherford LLC 2.36% Reduce -1.9% 15,728 $5.0M
CRA Financial Services, LLC 0.85% Reduce -2.4% 15,723 $5.0M
Kingswood Wealth Advisors, LLC 0.37% Reduce -48.4% 15,712 $5.0M
Rockbridge Asset Management LLC 2.82% — 15,698 $5.0M
Terra Alpha Investments LLC 5.02% — 15,675 $5.0M
Palumbo Wealth Management LLC 1.85% Add +7.4% 15,667 $5.0M
Vickerman Investment Advisors, Inc. 1.34% Reduce -1.5% 15,632 $4.9M
Essex Bank 1.22% Add +1.1% 15,603 $4.9M
Kenora Financial, LLC 1.96% Add +2.3% 15,571 $4.9M
Robbins Farley 2.40% Add +3.0% 15,567 $4.9M
Oxler Private Wealth LLC 1.61% Add +0.2% 15,478 $4.9M
Busey Bank 0.16% Reduce -3.6% 15,462 $4.9M
Founders Financial Securities LLC 0.44% Add +3.2% 15,304 $4.8M
Meridian Management Co. 1.27% Reduce -4.4% 15,299 $4.8M
Hartford Financial Management Inc. 0.99% Reduce -2.7% 15,284 $4.8M
Jag Capital Management, LLC 0.67% Add +1.2% 15,283 $4.8M
Left Brain Wealth Management, LLC 1.82% Reduce -0.1% 15,280 $4.8M
United Asset Strategies, Inc. 0.44% Add +2.9% 15,270 $4.8M
OV Management LLC 2.24% Add +6.9% 15,261 $4.8M
Naviter Wealth, LLC 0.58% Add +30.4% 15,251 $4.8M
Jacobi Capital Management LLC 0.36% Reduce -2.3% 15,249 $4.8M
Avestar Capital, LLC 0.44% Reduce -1.4% 15,234 $4.8M
HTLF Bank 0.54% Reduce -3.2% 15,220 $4.8M
Capital Investment Advisory Services, LLC 0.46% Add +0.5% 15,189 $4.8M
Hills Bank & Trust Co 0.36% Reduce -1.1% 15,182 $4.8M
Leeward Financial Partners, LLC 1.71% Add +3.8% 15,159 $4.8M
JB Capital LLC 0.27% Reduce -1.8% 15,145 $4.8M
Everett Harris & Co. 0.06% Reduce -0.4% 15,095 $4.8M
White Pine Capital LLC 1.60% Reduce -0.5% 15,072 $4.8M
Capital Advisors Wealth Management, LLC 0.85% Add +1.4% 15,052 $4.8M
Cloverfields Capital Group, LP 1.53% Reduce -0.7% 15,052 $4.8M
Blue Grotto Capital, LLC 0.87% New 15,000 $4.7M
Viking Fund Management LLC 0.74% No change 15,000 $4.7M
Buttonwood Financial Advisors Inc. 2.08% Reduce -3.4% 14,974 $4.7M
NTV Asset Management LLC 0.62% Reduce -1.1% 14,970 $4.7M
Cherry Creek Investment Advisors, Inc. 2.32% Reduce -0.3% 14,948 $4.7M
NBW Capital LLC 0.87% Reduce -0.3% 14,931 $4.7M
Relyea Zuckerberg Hanson LLC 0.63% Add +49.9% 14,911 $4.7M
Rehmann Capital Advisory Group 0.30% Add +31.6% 14,907 $4.7M
Gibbs Wealth Management 1.28% Add +19.3% 14,884 $4.7M
Mine & Arao Wealth Creation & Management, LLC. 2.15% Add +8.0% 14,827 $4.7M
Beverly Hills Private Wealth, LLC 0.95% Add +5.7% 14,825 $4.7M
Strait & Sound Wealth Management LLC 2.17% Reduce -2.3% 14,815 $4.7M
Otter Creek Advisors, LLC 3.22% New 14,800 $4.7M
Transform Wealth, LLC 0.26% Add +95.0% 14,795 $4.7M
Fairfield Financial Advisors, LTD 1.64% Reduce -0.8% 14,760 $4.7M
Independent Solutions Wealth Management, LLC 1.02% Add +0.1% 14,760 $4.7M
Boyd Watterson Asset Management LLC 1.31% Add +8.0% 14,750 $4.7M
Avior Wealth Management, LLC 0.17% Reduce -6.3% 14,736 $4.7M
Sowa Financial Group, Inc. 2.91% Reduce -4.8% 14,719 $4.7M
Brentview Investment Management LLC 2.64% — 14,709 $4.6M
KMG Fiduciary Partners, LLC 0.38% Add +5.5% 14,703 $4.6M
Chemung Canal Trust Co. 0.97% Reduce -9.2% 14,698 $4.6M
Edgestream Partners, L.P. 0.20% Add +153.7% 14,697 $4.6M
Accent Capital Management, LLC 2.64% No change 14,683 $4.6M
Point Windward Advisors Inc. 1.74% Reduce -1.9% 14,671 $4.6M
New Hampshire Trust 0.98% Add +1.9% 14,663 $4.6M
HBW Advisory Services LLC 0.48% Reduce -3.4% 14,649 $4.6M
Smithfield Trust Co 0.23% Add +0.6% 14,639 $4.6M
Caldwell Sutter Capital, Inc. 2.15% Add +8.1% 14,633 $4.6M
Jackson Wealth Management, LLC 0.52% Add +0.6% 14,599 $4.6M
Acropolis Investment Management, LLC 0.27% Reduce -0.4% 14,568 $4.6M
Front Row Advisors LLC 1.59% Add +0.0% 14,561 $4.6M
Huntleigh Advisors, Inc. 0.99% — 14,525 $4.6M
Full Sail Capital, LLC 0.29% Reduce -2.1% 14,493 $4.6M
Csenge Advisory Group 0.25% Reduce -10.1% 14,485 $4.6M
Quadcap Wealth Management, LLC 0.67% Add +1.8% 14,483 $4.6M
Northcape Wealth Management, LLC 1.48% Reduce -0.7% 14,451 $4.6M
Oliver Luxxe Assets LLC 0.82% No change 16,558 $4.6M
Country Club Bank 0.30% Reduce -0.1% 14,436 $4.6M
Bell Bank 0.34% Add +1.2% 14,401 $4.6M
Maxwell Wealth Strategies Inc. 1.85% Add +0.0% 14,363 $4.5M
Exchange Capital Management, Inc. 0.72% Reduce -1.9% 14,333 $4.5M
JLB & Associates Inc. 0.61% Add +34.1% 14,331 $4.5M
Signet Financial Management, LLC 0.58% Reduce -1.1% 14,265 $4.5M
AlphaStar Capital Management, LLC 0.47% Add +11.2% 14,241 $4.5M
Focus Financial Network, Inc. 0.18% Add +0.1% 14,222 $4.5M
Howard Capital Management, LLC 0.07% Add +6.7% 14,218 $4.5M
Arlington Partners LLC 1.74% Reduce -1.6% 14,196 $4.5M
Fortis Group Advisors, LLC 0.83% Add +2.4% 14,163 $4.5M
Buckhead Capital Management LLC 1.43% Reduce -0.8% 14,121 $4.5M
Northside Capital Management, LLC 1.19% No change 14,120 $4.5M
Geo Capital Gestora de Recursos Ltd 5.75% Reduce -54.8% 14,109 $4.5M
DORCHESTER WEALTH MANAGEMENT Co 0.89% Reduce -26.4% 14,105 $4.5M
Alcosta Capital Management, Inc. 2.60% Add +0.3% 14,103 $4.5M
Evoke Wealth, LLC 0.12% Add +6.2% 14,101 $4.5M
Kesler, Norman & Wride, LLC 0.96% Add +11.3% 14,099 $4.5M
Doliver Advisors, LP 1.24% Reduce -0.5% 14,069 $4.4M
Munro Partners 0.15% Reduce -93.9% 14,050 $4.4M
Papamarkou Wellner Asset Management inc. 3.06% — 14,049 $4.4M
Beck Mack & Oliver LLC 0.08% Add +0.4% 14,040 $4.4M
Legacy Advisors, LLC 0.43% Add +12.4% 14,004 $4.4M
Hardy Reed LLC 0.39% Add +0.4% 13,995 $4.4M
Ameliora Wealth Management Ltd. 1.66% Reduce -3.6% 13,985 $4.4M
Nikulski Financial, Inc. 1.30% Reduce -0.3% 13,944 $4.4M
RiverPark Advisors, LLC 3.52% Add +1.9% 13,940 $4.4M
J. Goldman & Co LP 0.16% New 13,915 $4.4M
Certified Advisory Corp 0.48% Add +0.3% 13,915 $4.4M
EDENTREE ASSET MANAGEMENT Ltd 1.28% No change 13,898 $4.4M
Institute for Wealth Management, LLC. 0.55% Add +0.8% 13,874 $4.4M
Nvwm, LLC 1.10% Reduce -3.8% 13,844 $4.4M
Corbyn Investment Management Inc. 1.94% Reduce -3.8% 13,837 $4.4M
Sugarloaf Wealth Management, LLC 0.83% Reduce -4.1% 13,794 $4.4M
Legacy Private Trust Co. 0.28% Add +49.6% 13,728 $4.3M
Community Bank, N.A. 0.56% Add +0.4% 13,708 $4.3M
Personal Cfo Solutions, LLC 0.85% Reduce -1.1% 13,691 $4.3M
Accurate Wealth Management, LLC 0.83% Reduce -10.0% 14,027 $4.3M
Guardian Wealth Advisors, LLC / NC 0.34% Add +26.5% 13,657 $4.3M
Supplemental Annuity Collective Trust of NJ 1.26% No change 13,600 $4.3M
Bordeaux Wealth Advisors LLC 0.69% Add +5.0% 13,586 $4.3M
Alerus Financial NA 0.33% Reduce -14.2% 13,555 $4.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.70% Reduce -24.1% 13,548 $4.3M
Legacy Financial Advisors, Inc. 0.70% Add +2.2% 13,476 $4.3M
Semmax Financial Advisors Inc. 1.13% Reduce -13.8% 11,924 $4.2M
Solstein Capital, LLC 2.37% Reduce -0.0% 13,414 $4.2M
Integrity Alliance, Llc. 0.46% — 13,404 $4.2M
Parkside Financial Bank & Trust 0.56% Add +4.8% 13,391 $4.2M
Bank of Stockton 1.29% Reduce -3.1% 13,381 $4.2M
Sage Mountain Advisors LLC 0.31% Add +2.6% 13,378 $4.2M
Dearborn Partners LLC 0.18% Reduce -1.3% 13,351 $4.2M
Chiron Investment Management, LLC 1.40% New 13,315 $4.2M
Lynch Asset Management, Inc. 1.70% Add +0.8% 13,300 $4.2M
Elevation Point Wealth Partners, LLC 0.34% Add +24.9% 13,292 $4.2M
Kirtland Hills Capital Management, LLC 2.68% Add +2.3% 13,255 $4.2M
Patriot Financial Group Insurance Agency, LLC 0.56% Add +3.8% 13,241 $4.2M
WealthShield Partners, LLC 0.59% Reduce -2.5% 13,228 $4.2M
Dohj, LLC 0.96% Add +2.6% 13,204 $4.2M
Excalibur Management Corp. 1.65% Reduce -1.0% 13,138 $4.2M
Lake Street Private Wealth, LLC 0.67% Reduce -18.8% 13,104 $4.1M
Cohen Investment Advisors LLC 2.50% Add +0.8% 13,095 $4.1M
Ulland Investment Advisors, LLC 2.85% Add +0.3% 13,050 $4.1M
Wolf Group Capital Advisors 1.99% No change 17,350 $4.1M
Azzad Asset Management Inc. 0.79% Add +2.3% 12,991 $4.1M
1ST Source Bank 0.23% Reduce -0.7% 12,982 $4.1M
Cutter & CO Brokerage, Inc. 1.00% Add +0.9% 12,979 $4.1M
J. Stern & Co. LLP 0.39% Reduce -1.0% 12,957 $4.1M
Belpointe Asset Management LLC 0.25% Reduce -12.2% 14,796 $4.1M
Triasima Portfolio Management inc. 0.79% New 12,929 $4.1M
Foster & Motley Inc. 0.27% Add +25.2% 12,894 $4.1M
Old Mission Investment Co LLC 1.22% Add +8.7% 12,878 $4.1M
Fiduciary Alliance LLC 0.41% Add +180.7% 12,863 $4.1M
TFG Advisers LLC 1.46% Add +0.3% 12,858 $4.1M
First National Bank Sioux Falls 1.73% No change 12,852 $4.1M
Manchester Financial Inc. 0.89% Reduce -2.1% 12,847 $4.1M
GM Advisory Group, LLC 0.22% Add +6.2% 12,830 $4.1M
Financial Advisory Partners, LLC 1.34% Reduce -0.4% 12,795 $4.0M
Wolff Wiese Magana LLC 2.67% Add +1.0% 12,762 $4.0M
Centaurus Financial, Inc. 0.25% Reduce -1.4% 12,760 $4.0M
Atom Investors LP 0.50% Reduce -71.5% 12,744 $4.0M
Kentucky Retirement Systems Insurance Trust Fund 0.70% Reduce -63.5% 18,034 $4.0M
Duncker Streett & Co. Inc. 0.75% Add +0.7% 12,701 $4.0M
Waterloo Capital, L.P. 0.42% Add +24.9% 12,642 $4.0M
Private Capital Management LLC 0.80% Reduce -0.8% 12,614 $4.0M
Private Trust Co. NA 0.41% Reduce -1.9% 12,581 $4.0M
Formidable Asset Management, LLC 0.65% Reduce -0.5% 12,576 $4.0M
Associated Banc-Corp 0.12% Reduce -7.4% 12,568 $4.0M
Dynasty Wealth Management, LLC 0.07% Add +2.9% 12,542 $4.0M
Aries Wealth Management 1.09% Reduce -2.9% 12,538 $4.0M
Allen Capital Group, LLC 0.48% Add +3.3% 12,531 $4.0M
Kathmere Capital Management, LLC 0.36% Add +16.7% 12,531 $4.0M
Soros Capital Management LLC 0.62% Add +53.8% 12,467 $3.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.49% Reduce -5.0% 12,465 $3.9M
Harvest Fund Management Co., Ltd 0.18% Add +520.0% 12,432 $3.9M
Regatta Capital Group, LLC 0.76% Reduce -2.0% 12,433 $3.9M
Graham Capital Management, L.P. 0.19% New 12,424 $3.9M
Intact Investment Management Inc. 0.14% Add +20.4% 12,400 $3.9M
Watts Gwilliam & Co., LLC 0.83% Add +5.6% 12,540 $3.9M
Denali Advisors LLC 0.41% Reduce -54.1% 12,325 $3.9M
RDA Financial Network 1.13% Reduce -2.2% 12,294 $3.9M
Bar Harbor Wealth Management 0.25% Reduce -1.5% 12,263 $3.9M
Cornerstone Wealth Management, LLC 0.26% Add +6.4% 12,259 $3.9M
Voya Financial Advisors, Inc. 0.42% Reduce -3.4% 12,261 $3.9M
White Knight Strategic Wealth Advisors, LLC 1.61% Add +94.3% 12,201 $3.9M
Annandale Capital, LLC 0.76% No change 12,178 $3.8M
Simmons Bank 0.28% Reduce -0.7% 12,156 $3.8M
Asahi Life Asset Management Co., LTD. 2.34% Reduce -4.5% 12,131 $3.8M
Baker Tilly Wealth Management, LLC 1.50% Add +5.2% 12,117 $3.8M
Forge First Asset Management Inc. 1.37% No change 12,100 $3.8M
Shorepoint Capital Partners LLC 0.87% Add +1.8% 12,105 $3.8M
Peregrine Asset Advisers, Inc. 1.41% Reduce -10.6% 12,090 $3.8M
Burling Wealth Partners, LLC 0.78% — 12,078 $3.8M
IMA Advisory Services, Inc. 0.46% Add +0.7% 12,057 $3.8M
First Nebraska Trust Co 0.37% Add +41.3% 12,049 $3.8M
Galaxy Digital Capital Management GP LLC 2.78% — 12,048 $3.8M
Montecito Bank & Trust 0.66% Add +1.9% 12,023 $3.8M
Beacon Financial Group 0.41% Reduce -2.8% 12,011 $3.8M
Gables Capital Management Inc. 1.83% No change 12,001 $3.8M
Keudell/Morrison Wealth Management 0.99% Reduce -0.2% 11,991 $3.8M
FAS Wealth Partners, Inc. 0.32% Add +1.8% 11,991 $3.8M
GTS Securities LLC 0.18% Reduce -59.7% 11,980 $3.8M
Mayflower Financial Advisors, LLC 0.57% Add +2.2% 11,971 $3.8M
Wellington Shields & Co., LLC 1.16% Reduce -6.3% 11,961 $3.8M
Pinnacle Wealth Planning Services, Inc. 0.57% Reduce -12.6% 11,948 $3.8M
Marshall Financial Group, LLC 0.91% Add +1.3% 11,931 $3.8M
Brooklyn Investment Group 1.12% Add +8.6% 11,910 $3.8M
Clark Asset Management, LLC 0.70% Reduce -33.7% 11,902 $3.8M
Little House Capital LLC 1.07% Reduce -4.2% 11,892 $3.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.95% Add +16.0% 11,880 $3.8M
Armor Investment Advisors, LLC 1.54% Reduce -0.5% 11,878 $3.8M
Turn8 Private Wealth Inc. 2.67% — 11,872 $3.8M
Centric Wealth Management 1.01% Reduce -37.3% 11,863 $3.7M
Brasada Capital Management, LP 0.67% Add +6.4% 12,215 $3.7M
Revolve Wealth Partners, LLC 0.55% Add +32.8% 11,811 $3.7M
Stableford Capital II LLC 1.46% Reduce -1.6% 11,689 $3.7M
Mystic Asset Management, Inc. 0.99% Reduce -1.6% 11,685 $3.7M
Davidson Capital Management Inc. 0.97% Add +4.2% 11,676 $3.7M
Allen Operations LLC 0.58% Add +493.5% 11,668 $3.7M
Capital Investment Counsel, Inc 0.56% Reduce -6.4% 11,666 $3.7M
Investor's Fiduciary Advisor Network, LLC 1.41% — 11,660 $3.7M
Stiles Financial Services Inc 1.33% Reduce -14.4% 11,639 $3.7M
Tilia Fiduciary Partners, Inc. 2.51% Add +3.5% 11,639 $3.7M
Arjuna Capital 0.98% Reduce -2.1% 11,628 $3.7M
Glynn Capital Management LLC 0.87% No change 11,620 $3.7M
Compton Wealth Advisory Group, LLC 0.95% Add +0.5% 11,605 $3.7M
Manhattan West Asset Management, LLC 0.99% Add +6.1% 11,593 $3.7M
Northstar Group, Inc. 0.64% Add +7.3% 11,591 $3.7M
180 Wealth Advisors, LLC 0.57% Add +1.3% 11,587 $3.7M
Intrepid Financial Planning Group LLC 1.55% Reduce -1.4% 11,586 $3.7M
Triangle Securities Wealth Management 0.94% Reduce -2.8% 11,538 $3.6M
Chokshi & Queen Wealth Advisors, Inc 2.26% — 11,533 $3.6M
Lindbrook Capital, LLC 0.33% Add +1.5% 11,519 $3.6M
Martin Capital Advisors, LLP 2.34% Add +2.5% 11,501 $3.6M
Simon Quick Advisors, LLC 0.22% Add +4.9% 11,470 $3.6M
Houlihan Financial Resource Group, Ltd. 1.54% Reduce -2.9% 11,466 $3.6M
Gallagher Capital Advisors, LLC 2.64% — 11,464 $3.6M
Counterweight Ventures, LLC 2.56% Reduce -0.2% 11,456 $3.6M
Fernwood Investment Management, LLC 1.26% Reduce -3.2% 11,446 $3.6M
Ascentis Independent Advisors 0.69% Reduce -7.6% 11,444 $3.6M
Cordatus Wealth Management LLC 0.95% Add +3.7% 11,407 $3.6M
Wealth Alliance, LLC 0.43% Reduce -0.6% 11,386 $3.6M
Radnor Capital Management, LLC 0.60% Add +2.1% 11,350 $3.6M
Global Trust Asset Management, LLC 1.36% Add +5.7% 11,329 $3.6M
Symphony Financial, Ltd. Co. 0.56% Add +0.7% 11,059 $3.6M
Gilliland Jeter Wealth Management LLC 1.21% Add +0.1% 11,315 $3.6M
Regency Capital Management Inc.\DE 1.93% Add +2.2% 11,304 $3.6M
Lederer & Associates Investment Counsel 2.49% Reduce -2.7% 11,288 $3.6M
Unique Wealth Strategies, LLC 1.57% Reduce -0.9% 11,283 $3.6M
RFG - Bristol Wealth Advisors, LLC 1.17% — 11,266 $3.6M
Argentarii, LLC 1.79% — 11,262 $3.6M
HF Advisory Group, LLC 1.63% Add +2.0% 11,245 $3.6M
American Investment Services, Inc. 0.63% Reduce -1.7% 11,228 $3.5M
Windmill Hill Asset Management Ltd 1.16% Reduce -13.5% 11,219 $3.5M
Midwest Professional Planners, LTD. 1.06% Add +8.9% 11,213 $3.5M
Sterling Investment Management, LLC 2.78% Reduce -1.1% 11,210 $3.5M
Lindsell Train Ltd 0.09% No change 11,200 $3.5M
Dark Forest Capital Management LP 0.52% Add +103.2% 11,195 $3.5M
Nwam LLC 0.22% Add +3.9% 11,178 $3.5M
Navalign, LLC 1.03% Reduce -1.4% 11,137 $3.5M
Costello Asset Management, INC 2.33% Add +31.6% 11,129 $3.5M
Stamos Capital Partners, L.P. 0.82% Add +54.0% 11,120 $3.5M
Central Valley Advisors, LLC 1.59% Add +1.4% 11,086 $3.5M
Liberty Wealth Management LLC 0.58% Reduce -40.1% 11,057 $3.5M
Cove Private Wealth, LLC 2.15% No change 11,050 $3.5M
Pinnacle Wealth Management Advisory Group, LLC 0.33% Add +3.7% 11,049 $3.5M
Wills Financial Group, Inc. 1.51% Add +79.2% 11,049 $3.5M
Geller Advisors LLC 0.23% Reduce -0.4% 11,044 $3.5M
Certuity, LLC 0.38% Reduce -12.0% 11,039 $3.5M
Curbstone Financial Management Corp 0.74% Reduce -0.3% 11,034 $3.5M
Argonautica Private Wealth Management, Inc. 1.12% Add +3.9% 11,017 $3.5M
Enterprise Bank & Trust Co 1.14% Reduce -1.3% 10,997 $3.5M
Blue Trust, Inc. 0.04% Reduce -50.2% 10,995 $3.5M
Advisor OS, LLC 0.40% Reduce -6.3% 10,992 $3.5M
Canton Hathaway, LLC 0.87% No change 10,966 $3.5M
Harfst & Associates, Inc. 0.72% Reduce -0.0% 10,958 $3.5M
Savvy Advisors, Inc. 0.42% Add +108.8% 10,936 $3.5M
Gryphon Financial Partners LLC 0.50% Reduce -18.0% 10,934 $3.5M
Carmignac Gestion 0.06% Add +15.3% 10,930 $3.5M
Roxbury Financial LLC 3.33% — 10,948 $3.4M
IMS Capital Management 1.60% Reduce -0.5% 10,912 $3.4M
Stokes Family Office, LLC 0.37% Add +43.9% 10,891 $3.4M
Maia Wealth LLC 0.74% Add +12.9% 10,285 $3.4M
Bard Financial Services, Inc. 0.41% Reduce -0.7% 10,885 $3.4M
Louisbourg Investments Inc. 0.90% Reduce -0.7% 13,889 $3.4M
Edge Capital Group, LLC 0.15% Add +4.4% 10,864 $3.4M
GC Wealth Management RIA, LLC 0.60% Reduce -23.7% 10,860 $3.4M
Jackson Square Capital, LLC 0.83% Add +7.6% 10,853 $3.4M
Symphony Financial Services, Inc. 2.75% Reduce -2.2% 10,842 $3.4M
CNB Bank 1.59% Add +1.6% 10,822 $3.4M
Brown Miller Wealth Management, LLC 1.31% Add +0.1% 10,810 $3.4M
Intellectus Partners, LLC 0.76% Add +0.0% 10,798 $3.4M
Garrison Point Advisors, LLC 1.62% Reduce -0.3% 10,790 $3.4M
Atlanta Consulting Group Advisors, LLC 1.26% Reduce -38.7% 10,774 $3.4M
Evergreen Wealth Management, LLC 2.01% Add +2.1% 10,763 $3.4M
Kennon-Green & Company, LLC 2.94% Reduce -0.5% 10,762 $3.4M
Patton Albertson Miller Group, LLC 0.45% Add +2.5% 10,751 $3.4M
Wellington Shields Capital Management, LLC 0.60% Reduce -6.6% 10,742 $3.4M
Quantitative Investment Management, LLC 0.25% Reduce -34.9% 10,738 $3.4M
Texas Bank & Trust Co 1.40% — 10,726 $3.4M
Westbourne Investments, Inc. 2.00% — 10,723 $3.4M
Raab & Moskowitz Asset Management LLC 0.83% Add +3.9% 10,703 $3.4M
Sheaff Brock Investment Advisors, LLC 0.29% Reduce -0.3% 10,695 $3.4M
Premier Path Wealth Partners, LLC 0.51% Add +1.1% 10,688 $3.4M
Arbor Trust Wealth Advisors, LLC 1.58% Add +2.8% 10,688 $3.4M
SJS Investment Consulting Inc. 0.58% Add +0.1% 10,662 $3.4M
BBR Partners, LLC 0.24% Reduce -7.8% 10,661 $3.4M
KKM Financial LLC 1.40% Add +4.0% 10,634 $3.4M
Richwood Investment Advisors, LLC 2.80% Add +2.1% 10,629 $3.4M
Greenup Street Wealth Management LLC 0.67% Add +4.5% 10,617 $3.4M
Riverview Capital Advisers, LLC 1.01% No change 10,580 $3.3M
Scott & Selber, Inc. 1.00% Reduce -2.4% 10,548 $3.3M
Koa Wealth Management, LLC 2.72% Reduce -9.3% 10,548 $3.3M
Impact Capital Partners LLC 1.18% — 10,513 $3.3M
TBH Global Asset Management, LLC 0.79% Add +1.1% 10,508 $3.3M
Summit Place Financial Advisors, LLC 1.89% Add +0.4% 10,503 $3.3M
FSM Wealth Advisors, LLC 0.81% Add +0.8% 10,462 $3.3M
Olstein Capital Management, L.P. 0.58% No change 10,500 $3.3M
Mattern Wealth Management LLC 0.73% Reduce -1.3% 10,497 $3.3M
Clear Creek Financial Management, LLC 0.36% Add +40.7% 10,494 $3.3M
MCF Advisors LLC 0.23% Add +2.7% 10,487 $3.3M
Nicholas Hoffman & Company, LLC. 0.13% Reduce -1.8% 10,464 $3.3M
Southeast Asset Advisors, LLC 0.40% Add +2.9% 10,436 $3.3M
Second Line Capital, LLC 0.89% Reduce -2.3% 10,432 $3.3M
Argus Investors' Counsel, Inc. 2.20% Reduce -5.7% 10,429 $3.3M
Thrive Wealth Management, LLC 0.59% Reduce -2.1% 10,425 $3.3M
Richard Bernstein Advisors LLC 0.07% Reduce -23.7% 10,412 $3.3M
Herbst Group, LLC 2.05% Add +14.3% 10,404 $3.3M
Arlington Trust Co LLC 0.69% Add +6.3% 10,394 $3.3M
Marcum Wealth, LLC 0.28% Reduce -0.9% 10,366 $3.3M
Laffer Tengler Investments, Inc. 0.79% Add +8.2% 10,347 $3.3M
Washburn Capital Management, Inc. 2.01% Add +4.2% 10,274 $3.2M
Auxano Advisors, LLC 0.82% Add +2.3% 10,274 $3.2M
Horan Capital Advisors, LLC. 1.09% Reduce -8.0% 10,272 $3.2M
Bernard Wealth Management Corp. 1.52% — 10,243 $3.2M
Quotient Wealth Partners, LLC 0.11% Reduce -2.8% 10,220 $3.2M
Barometer Capital Management Inc. 1.29% Reduce -1.3% 10,180 $3.2M
Cetera Trust Company, N.A 2.09% Reduce -0.9% 10,176 $3.2M
Snider Financial Group 1.00% Add +7.0% 10,173 $3.2M
Kerusso Capital Management LLC 2.05% Add +0.2% 10,169 $3.2M
Prestige Wealth Management Group LLC 0.67% Add +2.1% 10,159 $3.2M
Warm Springs Advisors Inc. 2.97% — 10,132 $3.2M
Tsai Capital Corp 2.32% Reduce -1.2% 10,101 $3.2M
Sander Capital Advisors Inc. 1.47% No change 10,094 $3.2M
Syntegra Private Wealth Group, LLC 0.36% Reduce -4.0% 10,090 $3.2M
Hall Capital Management Co. Inc. 1.49% — 10,083 $3.2M
Everhart Financial Group, Inc. 0.65% Add +9.1% 10,069 $3.2M
Forum Financial Management, LP 0.05% Add +13.7% 10,047 $3.2M
Monetary Management Group Inc. 0.82% Reduce -1.5% 10,020 $3.2M
Roof Eidam Maycock Peralta, LLC 0.82% Add +0.1% 10,019 $3.2M
Cypress Capital, LLC 0.91% Reduce -1.1% 10,019 $3.2M
RD Lewis Holdings, Inc. 3.47% — 9,076 $3.2M
Park Place Capital Corp 0.88% Add +3.3% 9,976 $3.2M
Evermay Wealth Management LLC 0.48% Reduce -3.2% 9,947 $3.1M
GoalVest Advisory LLC 0.86% Reduce -1.3% 9,939 $3.1M
Evelyn Partners Investment Management (Europe) Ltd 1.14% — 9,933 $3.1M
Wrapmanager Inc. 0.80% Reduce -1.1% 9,932 $3.1M
Alpha Omega Wealth Management LLC 0.59% Reduce -0.3% 9,930 $3.1M
Smith, Moore & Co. 0.28% Reduce -1.8% 9,865 $3.1M
Malaga Cove Capital, LLC 1.22% Reduce -0.2% 9,863 $3.1M
Duncan Williams Asset Management, LLC 1.23% Add +73.6% 9,860 $3.1M
Catalina Capital Group, LLC 1.02% Reduce -1.0% 9,824 $3.1M
Gladius Capital Management LP 1.78% Reduce -7.0% 9,816 $3.1M
Martin & Co. Inc. 0.77% Reduce -4.0% 9,785 $3.1M
Chancellor Financial Group WB LP 2.49% — 9,784 $3.1M
Platform Technology Partners 0.94% Add +0.8% 9,774 $3.1M
PEAK6 LLC 0.12% — 9,770 $3.1M
Ransom Advisory, Ltd 1.42% Reduce -0.4% 9,768 $3.1M
Blueprint Investment Partners LLC 0.49% Add +89.5% 9,762 $3.1M
WESPAC Advisors SoCal, LLC 0.70% Reduce -4.9% 9,751 $3.1M
MWA Asset Management 2.05% Reduce -0.9% 9,747 $3.1M
Legato Capital Management LLC 0.40% Reduce -44.9% 9,731 $3.1M
Trivant Custom Portfolio Group, LLC 1.79% Reduce -1.3% 9,728 $3.1M
WT Wealth Management 0.96% Add +3.2% 9,727 $3.1M
SRN Advisors, LLC 2.73% Add +27.8% 9,722 $3.1M
Winthrop Advisory Group LLC 0.37% Add +6.2% 9,710 $3.1M
Columbia Bank 1.06% Add +3.1% 9,905 $3.1M
Journey Strategic Wealth LLC 0.11% Add +16.4% 9,678 $3.1M
Mattson Financial Services, LLC 0.97% Add +27.8% 11,113 $3.1M
Sanders Morris Harris LLC 0.46% Add +0.4% 9,623 $3.1M
Paragon Capital Management LLC 1.63% Reduce -4.2% 9,635 $3.0M
Schear Investment Advisers, LLC 1.61% Add +5.7% 9,596 $3.0M
Fort Point Capital Partners LLC 0.34% Add +4.5% 9,578 $3.0M
DT Investment Partners, LLC 0.26% Add +0.8% 9,567 $3.0M
SS&H Financial Advisors, Inc. 1.10% Add +1.6% 9,540 $3.0M
Victrix Investment Advisors 2.17% — 9,511 $3.0M
Inspire Trust Co, N.A. 0.77% No change 9,500 $3.0M
TCFG Wealth Management, LLC 1.52% Reduce -0.2% 9,491 $3.0M
Lord, Abbett & Co. LLC 0.01% Add +35.7% 9,487 $3.0M
PDS Planning, Inc 0.27% Add +3.0% 9,456 $3.0M
Commonwealth Retirement Investments LLC 1.23% Add +2.3% 9,456 $3.0M
Ellsworth Advisors, LLC 0.78% Add +5.2% 9,447 $3.0M
Northcape Capital Pty Ltd 0.48% Reduce -26.8% 9,438 $3.0M
Jackson Hole Capital Partners, LLC 0.60% Add +2.4% 9,437 $3.0M
Next Century Growth Investors LLC 0.22% Add +0.0% 9,425 $3.0M
1776 Wealth LLC 1.37% Add +0.0% 9,421 $3.0M
Applied Capital LLC 2.34% Reduce -1.0% 9,409 $3.0M
Eads & Heald Wealth Management 1.46% Reduce -1.4% 9,399 $3.0M
Oakworth Capital, Inc. 0.20% Add +3.4% 9,388 $3.0M
Drucker Wealth 3.0, LLC 0.68% Reduce -4.4% 9,373 $3.0M
Continuum Advisory, LLC 0.38% Reduce -4.1% 9,357 $3.0M
Claro Advisors Inc. 0.40% Add +1.7% 9,350 $3.0M
Harbor Advisory Corp. 0.97% No change 9,336 $3.0M
Cooper Financial Group 0.35% Add +6.4% 9,318 $2.9M
Alaethes Wealth, LLC 1.05% Add +1.5% 9,313 $2.9M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -3.4% 9,279 $2.9M
LYNX Capital Group Ltd. 1.69% Reduce -1.0% 9,274 $2.9M
Ramirez Asset Management, Inc. 0.59% No change 9,255 $2.9M
Canandaigua National Bank & Trust Co. 0.29% Reduce -2.0% 9,233 $2.9M
Canopy Partners, LLC 1.11% Add +65.8% 9,229 $2.9M
DeDora Capital, Inc. 0.80% Reduce -0.0% 9,217 $2.9M
Boomfish Wealth Group, LLC 1.76% Add +1.5% 9,202 $2.9M
Concord Wealth Partners 0.48% Reduce -5.0% 9,199 $2.9M
Compass Ion Advisors, LLC 0.34% Reduce -0.1% 9,197 $2.9M
Natixis Investment Managers International 0.22% Reduce -5.2% 9,189 $2.9M
Stonebridge Financial Planning Group, LLC 1.29% Reduce -0.8% 9,113 $2.9M
PICTET BANK & TRUST Ltd 2.88% Add +2.5% 9,110 $2.9M
Passumpsic Savings Bank 1.79% Reduce -0.4% 9,101 $2.9M
Arthur M. Cohen & Associates, LLC 0.51% Add +0.8% 9,098 $2.9M
Weaver Capital Management LLC 0.80% Reduce -2.7% 9,051 $2.9M
MIdWestOne Financial Group, Inc. 0.40% Reduce -2.2% 9,004 $2.8M
Waycross Partners, LLC 0.37% Reduce -83.1% 9,000 $2.8M
Three Seasons Wealth, LLC 1.38% Reduce -0.8% 8,958 $2.8M
Compass Wealth Management LLC 0.68% Reduce -2.9% 8,935 $2.8M
Sierra Legacy Group 2.59% — 8,910 $2.8M
AssuredPartners Investment Advisors, LLC 0.55% — 8,902 $2.8M
Avidian Wealth Enterprises, LLC 0.13% Add +3.6% 8,900 $2.8M
Two Sigma Securities, LLC 0.51% Reduce -80.6% 8,886 $2.8M
Moneco Advisors, LLC 0.30% Reduce -6.4% 8,882 $2.8M
Callahan Advisors, LLC 0.26% Add +0.0% 8,879 $2.8M
Unique Wealth, LLC 0.58% Add +8.2% 8,842 $2.8M
Byrne Asset Management LLC 2.27% Reduce -1.3% 8,808 $2.8M
Orrstown Financial Services Inc. 0.75% Add +0.7% 8,804 $2.8M
Avantax Planning Partners, Inc. 0.10% Add +12.6% 8,795 $2.8M
Birch Hill Investment Advisors LLC 0.13% Add +58.2% 8,794 $2.8M
Dempze Nancy E 1.60% No change 8,789 $2.8M
Paragon Private Wealth Management, LLC 1.28% Add +7.4% 8,788 $2.8M
Nichols & Pratt Advisers LLP 0.18% Reduce -1.8% 8,762 $2.8M
Stillwater Wealth Management Group 2.47% — 8,716 $2.8M
Brown, Lisle/Cummings, Inc. 0.82% Add +4.1% 8,705 $2.8M
Catalyst Financial Partners LLC 0.52% Add +2.6% 8,703 $2.8M
PFW Advisors LLC 0.85% — 8,698 $2.7M
Systematic Alpha Investments, LLC 0.10% No change 8,673 $2.7M
Nvest Financial, LLC 1.39% Add +11.4% 8,666 $2.7M
Pinnacle Holdings, LLC 1.19% Reduce -7.5% 8,652 $2.7M
Secure Asset Management, LLC 0.41% Add +9.3% 8,651 $2.7M
ForthRight Wealth Management, LLC 0.91% Reduce -0.3% 8,651 $2.7M
Retirement Planning Co of New England, Inc. 1.33% Reduce -6.4% 8,649 $2.7M
Verus Capital Partners, LLC 0.26% Add +3.0% 8,648 $2.7M
World Equity Group, Inc. 0.59% Add +110.4% 8,638 $2.7M
Romano Brothers and Company 0.34% Add +1.4% 8,606 $2.7M
Terra Nova Asset Management LLC 2.06% Add +0.3% 8,571 $2.7M
Figure 8 Investment Strategies LLC 2.65% — 8,541 $2.7M
Benchmark Investment Advisors LLC 1.75% Add +0.1% 8,529 $2.7M
State of Wyoming 0.34% Add +99.3% 8,529 $2.7M
SkyOak Wealth, LLC 0.58% No change 8,527 $2.7M
Titan Global Capital Management USA LLC 0.41% Reduce -6.4% 8,526 $2.7M
Savoie Capital LLC 0.32% No change 8,500 $2.7M
Mark Sheptoff Financial Planning, LLC 1.44% No change 8,494 $2.7M
Zuckerman Investment Group, LLC 0.26% Add +5.3% 7,749 $2.7M
Abundance Wealth Counselors 0.58% Add +2.5% 8,478 $2.7M
Gsa Capital Partners LLP 0.20% Add +253.1% 8,477 $2.7M
Koshinski Asset Management, Inc. 0.23% Add +1.4% 8,459 $2.7M
Novem Group 0.40% — 8,445 $2.7M
Dudley Capital Management, LLC 1.37% No change 8,442 $2.7M
Agp Franklin, LLC 1.62% — 8,406 $2.7M
Helium Advisors LLC 2.10% — 8,402 $2.7M
Meridian Financial Partners LLC 1.40% Add +0.6% 8,394 $2.7M
Modern Wealth Management, LLC 0.10% Add +65.5% 8,388 $2.7M
Selective Wealth Management, Inc. 1.08% Reduce -5.4% 8,575 $2.7M
Sentry Investment Management LLC 1.26% Reduce -8.4% 8,378 $2.6M
Simplicity Wealth,LLC 0.55% Reduce -49.5% 8,365 $2.6M
McKinley Carter Wealth Services, Inc. 0.16% Reduce -2.5% 8,337 $2.6M
Richards, Merrill & Peterson, Inc. 1.37% — 8,312 $2.6M
Systematic Financial Management LP 0.07% No change 8,300 $2.6M
Teamwork Financial Advisors, LLC 0.34% Reduce -0.1% 8,256 $2.6M
Cubist Systematic Strategies, LLC 0.04% Reduce -77.7% 8,255 $2.6M
Main Street Financial Solutions, LLC 0.26% Add +1.2% 8,253 $2.6M
Comprehensive Financial Consultants Institutional, Inc. 0.95% Add +3.5% 8,227 $2.6M
Gray Wealth Management Inc. 0.99% Add +0.3% 8,218 $2.6M
Algert Global LLC 0.06% Add +27.0% 8,210 $2.6M
AAFMAA Wealth Management & Trust LLC 1.14% Reduce -9.9% 8,203 $2.6M
Sculati Wealth Management, LLC 1.03% Reduce -0.6% 8,192 $2.6M
Freedom Investment Management, Inc. 0.21% Add +0.6% 8,163 $2.6M
Hudson Canyon Capital Management 1.68% No change 8,163 $2.6M
Holderness Investments Co. 0.57% Add +4.9% 8,163 $2.6M
Summit X, LLC 0.57% Add +0.5% 8,151 $2.6M
Tremblant Capital Group 0.27% Add +14.8% 8,116 $2.6M
Elevate Capital Advisors, LLC 2.25% — 8,081 $2.6M
Stonebrook Private Inc. 0.67% Add +0.1% 8,075 $2.6M
One Wealth Advisors, LLC 0.38% Add +2.9% 8,056 $2.5M
Lipe & Dalton 1.35% Reduce -8.9% 8,053 $2.5M
Geneva Capital Management LLC 0.04% Reduce -6.7% 8,046 $2.5M
Ballast Advisors LLC 0.78% Add +3.8% 8,043 $2.5M
Concord Asset Management, LLC 0.56% Reduce -8.9% 8,036 $2.5M
Bourne Lent Asset Management Inc. 0.97% Add +18.1% 8,034 $2.5M
Shaker Investments LLC 1.06% Reduce -0.6% 8,033 $2.5M
GPS Wealth Strategies Group, LLC 0.33% Reduce -8.6% 8,016 $2.5M
Wesbanco Bank Inc. 0.09% Reduce -4.3% 8,007 $2.5M
OneAscent Financial Services LLC 0.22% Add +50.8% 8,005 $2.5M
Weiss Asset Management LP 0.08% New 7,993 $2.5M
Wealth Alliance Advisory Group, LLC 0.53% Add +0.5% 7,979 $2.5M
Beacon Financial Advisory LLC 0.82% Reduce -1.5% 7,972 $2.5M
Wbi Investments, LLC 0.63% Add +176.3% 7,963 $2.5M
Lineweaver Wealth Advisors, LLC 0.47% Add +8.3% 7,950 $2.5M
BTG Pactual Asset Management US LLC 0.32% Add +6.1% 7,945 $2.5M
Leo Wealth, LLC 0.22% Add +3.1% 7,937 $2.5M
Quent Capital, LLC 0.26% Add +5.7% 7,933 $2.5M
Fortress Private Ledger, LLC 1.53% — 7,914 $2.5M
Northwest Bancshares, Inc. 0.46% Reduce -1.6% 7,873 $2.5M
Good Life Advisors, LLC 0.18% Reduce -10.1% 7,855 $2.5M
Aristides Capital LLC 0.78% Add +12.1% 7,850 $2.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.61% Add +2.1% 7,834 $2.5M
Cornerstone Planning, LLC 0.94% — 7,824 $2.5M
Kathleen S. Wright Associates Inc. 1.03% No change 7,817 $2.5M
FOCUS Wealth Advisors, LLC 1.31% Reduce -0.3% 7,808 $2.5M
LMR Partners LLP 0.06% New 7,807 $2.5M
Criterion Capital Advisors, LLC 1.55% No change 9,377 $2.5M
Lynch & Associates 0.53% Add +9.7% 7,767 $2.5M
Milestone Resources Group Ltd 0.08% No change 7,761 $2.5M
Tranquility Partners, LLC 0.92% Reduce -0.7% 7,730 $2.4M
Golden State Wealth Management, LLC 0.36% — 7,704 $2.4M
Delta Financial Group, Inc. 0.57% Add +0.2% 7,690 $2.4M
Delta Investment Management, LLC 0.47% Reduce -10.8% 7,685 $2.4M
Lafayette Investments, Inc. 0.52% Reduce -1.9% 7,661 $2.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.94% No change 7,646 $2.4M
Redwood Investment Management, LLC 0.24% Add +0.6% 7,636 $2.4M
Joel Isaacson & Co., LLC 0.11% Add +0.8% 7,620 $2.4M
Klingman & Associates, LLC 0.15% Reduce -18.3% 7,608 $2.4M
Altman Advisors, Inc. 1.02% Add +1.1% 7,601 $2.4M
U S Wealth Group, Llc. 1.81% — 7,580 $2.4M
Resources Management Corp. /CT/ 0.33% Reduce -0.9% 7,579 $2.4M
Provident Co of the Employees of the Hebrew University LTD 2.79% Add +2.3% 7,582 $2.4M
Camarda Financial Advisors, LLC 0.90% Add +0.2% 7,559 $2.4M
Spirit of America Management Corp. 0.48% No change 7,550 $2.4M
Analyst IMS Investment Management Services Ltd. 0.09% Add +16.7% 7,532 $2.4M
Colton Groome Financial Advisors, LLC 0.91% Reduce -7.0% 7,525 $2.4M
Caas Capital Management LP 1.97% Reduce -15.4% 7,500 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Add +0.5% 7,463 $2.4M
Fairscale Capital, LLC 2.02% Reduce -0.6% 7,431 $2.3M
Provenance Wealth Advisors, LLC 0.30% Add +183.8% 7,411 $2.3M
LM Advisors LLC 0.42% Reduce -20.1% 7,399 $2.3M
Retireful, LLC 1.31% New 7,389 $2.3M
NORTHSTAR ASSET MANAGEMENT Co 0.53% Reduce -0.3% 7,377 $2.3M
Paces Ferry Wealth Advisors, LLC 1.13% Add +2.8% 7,368 $2.3M
Secured Retirement Advisors, LLC 1.33% Add +4.9% 7,337 $2.3M
Trust Co of the South 0.47% Add +40.0% 7,329 $2.3M
Indiana Trust & Investment Management Co 0.79% Reduce -11.0% 7,328 $2.3M
Keystone Financial Group 0.23% Add +1.3% 7,320 $2.3M
Harvey Investment Co. LLC 0.27% Reduce -0.7% 7,319 $2.3M
Brown Financial Advisors 0.93% Add +28.8% 7,309 $2.3M
Blackhawk Capital Partners, LLC 1.19% Reduce -9.6% 7,294 $2.3M
Strategic Family Wealth Counselors, L.L.C. 0.75% Add +0.4% 7,283 $2.3M
Zullo Investment Group, Inc. 0.93% Add +0.5% 7,263 $2.3M
Strategy Asset Managers LLC 0.45% Add +1.7% 7,261 $2.3M
Sky Investment Group LLC 0.43% Add +3.0% 7,259 $2.3M
E&G Advisors, LLC 0.62% Reduce -2.7% 7,256 $2.3M
Stablepoint Partners, LLC 0.42% Add +0.9% 7,256 $2.3M
Valmark Advisers, Inc. 0.04% Add +0.4% 7,251 $2.3M
J. W. Coons Advisors, LLC 0.59% Reduce -5.8% 7,251 $2.3M
Peninsula Wealth, LLC 0.39% Add +1.2% 7,239 $2.3M
FSB Premier Wealth Management, Inc. 0.92% Add +8.7% 7,238 $2.3M
Red Cedar Investment Management, LLC 0.29% No change 7,214 $2.3M
Pavion Blue Capital, LLC 1.07% Reduce -0.5% 7,197 $2.3M
Altus Wealth Group LLC 1.00% Add +2.2% 7,187 $2.3M
Darwin Wealth Management, LLC 0.76% Reduce -24.7% 7,177 $2.3M
Milestone Asset Management, LLC 0.50% Add +146.1% 7,166 $2.3M
Flavin Financial Services, Inc. 2.15% — 7,159 $2.3M
Onyx Bridge Wealth Group LLC 0.33% Reduce -3.4% 7,155 $2.3M
Voleon Capital Management LP 0.17% — 7,153 $2.3M
Aspen Investment Management Inc 1.05% Add +1.1% 7,148 $2.3M
Enhancing Capital LLC 1.80% — 7,144 $2.3M
Private Harbour Investment Management & Counsel, LLC 2.46% Reduce -4.7% 7,122 $2.3M
Channel Wealth LLC 0.73% Add +2.2% 7,117 $2.2M
Chatham Capital Group, Inc. 0.37% Reduce -5.6% 7,109 $2.2M
Sfm, LLC 1.58% Add +0.9% 7,102 $2.2M
Quadrant Private Wealth Management, LLC 0.55% Add +1.1% 7,101 $2.2M
Barden Capital Management, Inc. 1.92% Add +1.1% 7,080 $2.2M
MJP Associates Inc. 0.40% Add +17.4% 7,076 $2.2M
First Heartland Consultants, Inc. 0.23% Reduce -6.3% 7,056 $2.2M
Stone Summit Wealth LLC 0.75% Reduce -1.3% 7,056 $2.2M
Stratos Investment Management, LLC 0.13% Add +1.9% 7,042 $2.2M
Guerra Pan Advisors, LLC 1.61% No change 7,036 $2.2M
Hilltop Partners LLC 0.76% Add +9.7% 7,020 $2.2M
Patrick M Sweeney & Associates, Inc. 1.66% No change 7,015 $2.2M
Armstrong Henry H Associates Inc. 0.22% Reduce -0.7% 7,005 $2.2M
Caden Capital Partners, LP 0.69% No change 7,000 $2.2M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -0.0% 6,994 $2.2M
Chapman Financial Group, LLC 1.76% — 6,658 $2.2M
Mill Creek Capital Advisors, LLC 0.05% Add +52.3% 6,952 $2.2M
Barbara Oil Co. 0.91% No change 6,950 $2.2M
Net Worth Advisory Group 0.67% Reduce -9.0% 6,947 $2.2M
Congress Park Capital LLC 0.80% No change 6,946 $2.2M
Cypress Capital Management LLC (WY) 2.51% Reduce -7.3% 6,937 $2.2M
2UniFi Bank 1.46% — 6,929 $2.2M
ICONIQ Capital, LLC 0.03% Add +106.0% 6,928 $2.2M
My Legacy Advisors, LLC 0.85% Reduce -3.2% 6,921 $2.2M
Mechanics Financial Corp 0.98% Reduce -0.4% 6,911 $2.2M
Glass Wealth Management Co LLC 1.18% Add +11.9% 6,892 $2.2M
Valley Brook Capital Group, Inc. 1.62% Add +3.5% 6,854 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.76% Reduce -0.6% 6,849 $2.2M
Elevated Capital Advisors, LLC 0.59% Add +4.9% 6,844 $2.2M
Diversified Enterprises, LLC 0.21% Add +28.6% 6,834 $2.2M
Cape Ann Savings Bank 1.27% Reduce -4.5% 6,827 $2.2M
Bangor Savings Bank 0.20% Reduce -34.1% 6,826 $2.2M
Slagle Financial, LLC 0.97% Add +5.2% 6,822 $2.2M
AdvisorNet Financial, Inc 0.18% Reduce -0.7% 6,815 $2.2M
Schrum Private Wealth Management LLC 1.83% Add +309.6% 6,815 $2.2M
Hudson Edge Investment Partners Inc. 0.40% Reduce -4.0% 6,810 $2.2M
Cascade Investment Group, Inc. 1.54% Add +0.1% 6,794 $2.1M
Wulff, Hansen & Co. 2.02% Reduce -0.4% 6,770 $2.1M
Manchester Capital Management LLC 0.25% Add +3.9% 6,764 $2.1M
Grandview Asset Management LLC 0.78% Add +11.9% 6,763 $2.1M
Davis Capital Management 1.74% Reduce -0.3% 6,759 $2.1M
Legacy Wealth Asset Management, LLC 0.58% Reduce -1.7% 6,738 $2.1M
Amarillo National Bank 0.39% Reduce -0.1% 6,723 $2.1M
Covenant Asset Management, LLC 0.47% Reduce -8.2% 6,719 $2.1M
Absoluto Partners Gestao de Recursos Ltda 2.43% Add +82.5% 6,718 $2.1M
Kestra Investment Management, LLC 0.08% Reduce -6.9% 6,709 $2.1M
Harbour Investment Management LLC 0.93% Add +5.4% 6,705 $2.1M
Central Pacific Bank - Trust Division 0.29% Reduce -19.3% 6,701 $2.1M
Invera Wealth Advisors, LLC 2.09% Reduce -4.8% 6,441 $2.1M
Annis Gardner Whiting Capital Advisors, LLC 0.59% Add +1.4% 6,662 $2.1M
Icon Advisers Inc. 0.48% No change 6,650 $2.1M
Aprio Wealth Management, LLC 0.31% Add +32.8% 6,636 $2.1M
Pinion Investment Advisors, LLC 0.83% Reduce -0.6% 6,629 $2.1M
Kuhn & Co Investment Counsel 1.78% No change 6,620 $2.1M
US Asset Management LLC 1.88% Reduce -2.5% 6,617 $2.1M
Westmount Partners, LLC 0.63% Reduce -6.7% 6,608 $2.1M
TriaGen Wealth Management LLC 0.70% Reduce -0.1% 6,601 $2.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.56% No change 6,595 $2.1M
Dagco, Inc. 0.69% Reduce -0.5% 6,593 $2.1M
Cadinha & Co. LLC 0.34% Reduce -7.0% 6,563 $2.1M
Corundum Group, Inc. 0.77% Add +42.0% 6,543 $2.1M
Avalon Capital Management 0.67% Add +0.6% 6,543 $2.1M
Sovereign Financial Group, Inc. 0.47% Reduce -0.3% 6,537 $2.1M
WBH Advisory Inc. 0.19% Reduce -4.4% 6,524 $2.1M
LaSalle St. Investment Advisors, LLC 0.64% Add +12.6% 6,521 $2.1M
Ellevest, Inc. 0.12% Reduce -13.9% 6,508 $2.1M
Legacy Capital Wealth Partners, LLC 0.51% Reduce -45.4% 6,487 $2.1M
Pines Wealth Management, LLC 0.89% — 6,658 $2.0M
Stenger Family Office, LLC 0.69% — 6,469 $2.0M
National Philanthropic Trust 0.03% Add +39.8% 6,458 $2.0M
Moseley Investment Management Inc. 0.79% Reduce -6.5% 6,437 $2.0M
HighVista Strategies LLC 0.76% Reduce -4.5% 6,427 $2.0M
Mindset Wealth Management, LLC 0.74% Add +0.3% 6,425 $2.0M
Perissos Private Wealth Management, LLC 1.52% Add +0.5% 6,419 $2.0M
Naples Global Advisors, LLC 0.19% Reduce -0.5% 6,413 $2.0M
L2 Asset Management, LLC 0.44% Add +2.2% 6,406 $2.0M
Nautilus Advisors LLC 1.61% — 6,401 $2.0M
Pettyjohn, Wood & White, Inc. 0.37% Reduce -1.3% 6,398 $2.0M
United Bank 0.24% No change 6,395 $2.0M
Heritage Family Offices, LLP 1.01% Add +4.8% 6,392 $2.0M
Boothbay Fund Management, LLC 0.06% Add +83.5% 6,375 $2.0M
One Wealth Capital Management, LLC 1.02% — 6,367 $2.0M
Monument Capital Management 0.55% Add +3.3% 6,354 $2.0M
MSH Capital Advisors LLC 0.63% Reduce -2.1% 6,352 $2.0M
United Advisor Group, LLC 0.40% Add +12.9% 6,349 $2.0M
FWL Investment Management, LLC 0.73% Add +0.5% 6,344 $2.0M
XML Financial, LLC 0.18% Add +5.1% 6,340 $2.0M
Essential Planning, LLC. 0.01% New 6,670 $2.0M
Perpetual Ltd 0.02% Reduce -0.7% 6,326 $2.0M
BSW Wealth Partners 0.29% Add +7.5% 6,325 $2.0M
Crux Wealth Advisors 1.11% — 6,323 $2.0M
Perennial Investment Advisors, LLC 0.24% Add +10.4% 6,312 $2.0M
Empire Financial Management Company, LLC 0.62% No change 6,310 $2.0M
Argent Advisors, Inc. 0.74% Add +1.0% 6,289 $2.0M
German American Bancorp, Inc. 0.21% Add +0.1% 6,282 $2.0M
Zhang Financial LLC 0.11% Add +11.7% 6,279 $2.0M
Silver Oak Securities, Incorporated 0.18% Add +5.6% 6,292 $2.0M
Peak Planning Group, LLC 0.83% Reduce -1.8% 6,272 $2.0M
Harbert Fund Advisors, LLC 1.72% Reduce -32.4% 6,250 $2.0M
EPG Wealth Management LLC 0.52% Reduce -6.8% 6,248 $2.0M
Balboa Wealth Partners 0.45% Reduce -5.7% 6,243 $2.0M
Mainstay Capital Management LLC 0.30% Add +22.1% 6,243 $2.0M
SC&H Financial Advisors, Inc. 0.41% No change 6,241 $2.0M
Wilkins Investment Counsel Inc. 0.29% Reduce -4.0% 6,240 $2.0M
New Millennium Group LLC 1.15% Add +63.1% 6,239 $2.0M
Hager Investment Management Services, LLC 1.23% — 6,239 $2.0M
Menard Financial Group LLC 1.18% Add +0.3% 6,233 $2.0M
Traphagen Investment Advisors LLC 0.20% Add +4.7% 6,227 $2.0M
South Plains Financial, Inc. 1.50% — 6,225 $2.0M
Interchange Capital Partners, LLC 0.71% Reduce -7.2% 6,223 $2.0M
Cascades Capital Asset Management, LLC 1.07% Reduce -0.3% 6,198 $2.0M
High Falls Advisors, Inc 0.45% Add +20.4% 6,194 $2.0M
Prairie Wealth Advisors, Inc. 0.94% Reduce -1.8% 6,191 $2.0M
Flow Traders U.S. LLC 0.08% New 6,185 $2.0M
BNC Wealth Management, LLC 0.64% Reduce -0.5% 6,183 $2.0M
PFC Capital Group, Inc. 0.95% Reduce -0.1% 6,185 $2.0M
Bowman & Co S.C. 1.01% Add +6.2% 6,169 $2.0M
Great Diamond Partners, LLC 0.50% Reduce -0.4% 6,166 $1.9M
Evolutionary Tree Capital Management, LLC 1.98% Reduce -41.4% 6,162 $1.9M
Strive Asset Management, LLC 1.45% — 6,141 $1.9M
First Command Advisory Services, Inc. 0.02% Add +0.4% 6,138 $1.9M
Bolthouse Investments, LLC 1.79% — 6,122 $1.9M
Cross Staff Investments Inc 1.35% Add +4.3% 6,113 $1.9M
Virtue Capital Management, LLC 0.39% Reduce -11.7% 6,110 $1.9M
SkyView Investment Advisors, LLC 0.31% Reduce -71.9% 6,111 $1.9M
Lodestone Wealth Management LLC 0.97% Reduce -0.2% 6,104 $1.9M
First National Advisers, LLC 0.31% Add +22.1% 6,091 $1.9M
Biltmore Family Office, LLC 0.32% Add +4.9% 6,070 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +4.3% 6,065 $1.9M
Intelligent Financial Strategies 1.06% Reduce -6.4% 6,040 $1.9M
Somerville Kurt F 0.32% No change 6,032 $1.9M
Hohimer Wealth Management, LLC 0.36% Add +18.5% 6,027 $1.9M
Twin City Private Wealth, LLC 1.68% Reduce -11.4% 6,024 $1.9M
Accredited Investors Inc. 0.11% Reduce -5.9% 6,017 $1.9M
Castleview Partners, LLC 1.02% Reduce -6.3% 6,035 $1.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.84% Add +500.0% 6,000 $1.9M
Challenger Wealth Management 1.63% — 5,998 $1.9M
Bradyco, Inc. 1.17% — 5,990 $1.9M
CVA Family Office, LLC 0.30% Add +53.1% 5,986 $1.9M
Financial Engines Advisors L.L.C. 0.00% Add +111.6% 5,964 $1.9M
Howard Wealth Management, LLC 1.02% Add +78.0% 5,952 $1.9M
Sandbox Financial Partners, LLC 0.63% Reduce -0.1% 5,943 $1.9M
SPC Financial, Inc. 0.16% Add +1.5% 5,938 $1.9M
Conway Capital Management, Inc. 0.83% No change 5,935 $1.9M
Lazari Capital Management, Inc. 0.75% Add +7.4% 5,934 $1.9M
Baker Avenue Asset Management, LP 0.06% Add +6.3% 5,932 $1.9M
Werba Rubin Papier Wealth Management 0.44% Reduce -5.6% 5,931 $1.9M
Northern Financial Advisors Inc 1.50% Reduce -9.6% 5,931 $1.9M
Tealwood Asset Management Inc. 0.78% Reduce -1.0% 5,926 $1.9M
Centurion Wealth Management LLC 0.58% Reduce -1.2% 5,917 $1.9M
Circle Wealth Management, LLC 0.04% No change 5,910 $1.9M
HHM Wealth Advisors, LLC 0.25% Add +161.5% 5,907 $1.9M
Ironwood Investment Counsel, LLC 0.32% Reduce -1.4% 5,863 $1.9M
Level Wealth Management LLC 1.31% — 5,860 $1.9M
D'Orazio & Associates, Inc. 0.27% Add +0.9% 5,842 $1.8M
Astoria Portfolio Advisors LLC. 0.66% Add +16.8% 5,970 $1.8M
Fortune Financial Advisors, LLC 1.68% Add +1.1% 5,837 $1.8M
Roberts Capital Advisors, LLC 1.54% No change 5,832 $1.8M
Carl P. Sherr & Co., LLC 0.97% Reduce -1.3% 5,827 $1.8M
Autumn Glory Partners, LLC 0.90% Reduce -18.3% 5,815 $1.8M
Trek Financial, LLC 0.14% Reduce -5.2% 5,805 $1.8M
Berkshire Asset Management LLC 0.09% Reduce -18.0% 5,552 $1.8M
Twin Lakes Capital Management, LLC 1.17% Add +0.2% 5,795 $1.8M
Cary Street Partners Investment Advisory LLC 1.20% Reduce -87.8% 5,774 $1.8M
Nicholson Wealth Management Group, LLC 1.22% Add +71.1% 5,772 $1.8M
MGB Wealth Management, LLC 0.57% Add +5.6% 5,774 $1.8M
AlphaQuest LLC 0.24% Reduce -13.2% 5,767 $1.8M
TrinityPoint Wealth, LLC 0.26% Add +2.4% 5,761 $1.8M
Aviso Wealth Management 0.93% Add +12.4% 5,761 $1.8M
Childress Capital Advisors, LLC 0.51% Add +2.1% 5,760 $1.8M
Fulcrum Capital LLC 0.38% Reduce -2.2% 5,757 $1.8M
1248 Management, LLC 0.78% — 5,745 $1.8M
Cape Investment Advisory, Inc. 0.71% Reduce -0.1% 5,743 $1.8M
Ariadne Wealth Management, LP 0.83% Add +7.9% 5,166 $1.8M
Knuff & Co LLC 0.55% Add +8.6% 5,714 $1.8M
Alta Advisers Ltd 1.14% Add +24.2% 5,712 $1.8M
Woodmont Investment Counsel LLC 0.13% Reduce -4.0% 5,707 $1.8M
CORDA Investment Management, LLC. 0.14% Add +2.3% 5,696 $1.8M
Aigen Investment Management, LP 0.32% Add +20.5% 5,694 $1.8M
Morningstar Investment Management LLC 0.14% No change 5,684 $1.8M
Leisure Capital Management 0.70% Add +0.6% 5,640 $1.8M
First Affirmative Financial Network 1.03% Reduce -24.3% 5,635 $1.8M
Towne Trust Company, N.A 0.62% Reduce -10.9% 5,626 $1.8M
Etesian Wealth Advisors, Inc. 0.79% Reduce -1.0% 5,621 $1.8M
Octavia Wealth Advisors, LLC 0.22% Reduce -1.3% 5,617 $1.8M
Summit Asset Management, LLC 0.31% Add +0.0% 5,614 $1.8M
Cozad Asset Management Inc. 0.17% Add +3.3% 5,612 $1.8M
West Family Investments, Inc. 0.62% Reduce -3.5% 5,604 $1.8M
Smith Anglin Financial, LLC 0.17% Reduce -5.4% 5,593 $1.8M
Rockingstone Advisors LLC 0.78% Add +18.7% 5,583 $1.8M
Sargent Investment Group, LLC 0.29% Add +80.7% 5,745 $1.8M
Copperleaf Capital, LLC 1.11% Add +17.0% 5,556 $1.8M
Pekin Hardy Strauss, Inc. 0.22% Reduce -18.0% 5,550 $1.8M
Austin Private Wealth, LLC 0.16% Add +10.2% 5,533 $1.7M
Amica Retiree Medical Trust 1.66% Reduce -8.0% 5,530 $1.7M
Lebenthal Global Advisors, LLC 0.32% Add +3.5% 5,526 $1.7M
Nicolet Advisory Services, LLC 0.16% Add +8.2% 5,669 $1.7M
Dumont & Blake Investment Advisors LLC 0.47% Reduce -12.6% 5,513 $1.7M
Hodges Capital Management Inc. 0.10% Add +1.8% 5,512 $1.7M
Putney Financial Group LLC 1.55% — 5,509 $1.7M
Watershed Private Wealth LLC 0.68% No change 5,498 $1.7M
Kovack Advisors, Inc. 0.17% Add +14.6% 5,496 $1.7M
Guyasuta Investment Advisors Inc. 0.11% Reduce -0.2% 5,490 $1.7M
Impact Investors, Inc 1.35% — 5,486 $1.7M
Landing Point Financial Group, LLC 1.32% — 4,932 $1.7M
Parr McKnight Wealth Management Group, LLC 0.25% — 5,479 $1.7M
Monte Financial Group, LLC 0.74% Reduce -1.6% 5,475 $1.7M
Fullcircle Wealth LLC 0.71% Add +5.6% 4,856 $1.7M
Kane Investment Management, Inc. 0.96% — 5,448 $1.7M
Hazlett, Burt & Watson, Inc. 0.76% Add +9.6% 5,427 $1.7M
Plancorp, LLC 0.07% Add +10.7% 5,426 $1.7M
MBL Wealth, LLC 0.17% Reduce -7.4% 5,423 $1.7M
Piscataqua Savings Bank 1.47% Reduce -6.9% 5,417 $1.7M
Capital Insight Partners, LLC 0.30% Reduce -3.2% 5,416 $1.7M
St. Johns Investment Management Company, LLC 0.79% Add +1.2% 5,403 $1.7M
CoreCap Advisors, LLC 0.08% Add +7.0% 5,401 $1.7M
Charles Schwab Trust Co 0.15% Add +17.4% 5,395 $1.7M
Emprise Bank 0.96% Reduce -4.7% 5,388 $1.7M
Xcel Wealth Management, LLC 0.47% No change 5,384 $1.7M
Nippon Life Global Investors Americas, Inc. 0.08% Reduce -19.7% 5,370 $1.7M
Prasad Wealth Partners, LLC 0.55% — 5,367 $1.7M
Pinnacle West Asset Management, Inc. 1.21% No change 5,355 $1.7M
Pacific Center for Financial Services 0.44% Reduce -4.4% 5,353 $1.7M
Independent Wealth Network Inc. 0.69% Reduce -0.1% 5,353 $1.7M
Optas, LLC 0.36% Add +6.4% 5,347 $1.7M
Greenfield Savings Bank 0.81% Add +1.7% 5,344 $1.7M
Selway Asset Management 0.66% No change 5,340 $1.7M
IVC Wealth Advisors LLC 0.94% Reduce -4.4% 5,340 $1.7M
ERn Financial, LLC 0.25% Add +7.4% 5,337 $1.7M
Bison Wealth, LLC 0.37% Reduce -59.8% 5,332 $1.7M
Okabena Investment Services Inc. 0.47% Add +4.9% 5,330 $1.7M
Trust Co 0.19% Add +5.8% 5,323 $1.7M
JFS Wealth Advisors, LLC 0.11% Reduce -0.4% 5,320 $1.7M
Enterprise Financial Services Corp 0.93% Reduce -3.2% 5,316 $1.7M
ORG Partners LLC 0.23% Add +28.6% 5,307 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.28% No change 5,313 $1.7M
Beaton Management Co. Inc. 0.85% No change 5,314 $1.7M
TLWM 0.33% Add +2.8% 5,307 $1.7M
Topsail Wealth Management, LLC 0.36% — 5,303 $1.7M
Millennium Capital Advisors, LLC 1.14% Add +0.0% 5,301 $1.7M
Rbo & Co. LLC 0.27% No change 5,291 $1.7M
Prosperity Financial Group, Inc. 0.84% Add +8.3% 5,289 $1.7M
Opal Wealth Advisors, LLC 0.50% Reduce -1.4% 5,288 $1.7M
Atlas Brown,Inc. 0.57% Add +0.8% 5,288 $1.7M
Mount Lucas Management LP 0.58% Reduce -4.8% 5,265 $1.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.20% Reduce -57.4% 5,258 $1.7M
New England Research & Management, Inc. 0.85% Reduce -0.4% 5,257 $1.7M
1834 Investment Advisors Co. 0.21% Reduce -5.1% 5,255 $1.7M
BankPlus Trust Department 0.54% — 5,251 $1.7M
Peoples Bank 1.14% Reduce -0.4% 5,230 $1.7M
Lindenwold Advisors, INC 0.88% Reduce -2.5% 5,226 $1.7M
First Commonwealth Financial Corp 0.39% Add +16.9% 5,226 $1.7M
Fosun International Ltd 0.52% Reduce -53.4% 5,221 $1.7M
Thornburg Investment Management Inc. 0.02% Reduce -88.3% 5,210 $1.6M
Core Wealth Partners LLC 0.94% Add +9.8% 5,207 $1.6M
Delta Asset Management LLC 0.15% No change 5,203 $1.6M
Bank Hapoalim BM 0.28% Reduce -7.4% 5,191 $1.6M
Covenant Partners, LLC 0.51% Reduce -8.7% 5,192 $1.6M
Twelve Points Wealth Management LLC 0.47% Reduce -2.9% 5,185 $1.6M
Agate Pass Investment Management, LLC 0.74% Add +10.3% 5,184 $1.6M
Retirement Guys Formula LLC 0.82% Add +1.1% 5,172 $1.6M
Headlands Technologies LLC 0.16% Add +81.0% 5,156 $1.6M
Copperwynd Financial, LLC 0.45% Add +0.9% 5,152 $1.6M
AA Financial Advisors, LLC 0.43% Add +2.5% 5,147 $1.6M
Natural Investments, LLC 0.45% — 5,146 $1.6M
Investment Partners, LTD. 0.67% Reduce -3.9% 5,143 $1.6M
44 Wealth Management LLC 0.62% Add +0.5% 5,140 $1.6M
Gen-Wealth Partners Inc 0.70% Reduce -0.1% 5,135 $1.6M
Sage Investment Counsel LLC 2.11% — 5,133 $1.6M
Game Plan Financial Advisors, LLC 0.86% Add +0.1% 5,119 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -60.6% 5,106 $1.6M
Winthrop Capital Management, LLC 0.43% Add +6.0% 5,105 $1.6M
GFS Advisors, LLC 0.24% No change 5,094 $1.6M
Guardian Capital LP 0.06% Add +7.7% 5,090 $1.6M
Drive Wealth Management, LLC 0.39% Add +13.2% 5,082 $1.6M
Caldwell Investment Management Ltd. 1.08% No change 5,100 $1.6M
CFC Planning Co LLC 1.72% — 5,076 $1.6M
Fiduciary Financial Group, LLC 0.35% Add +2.0% 5,210 $1.6M
Prentice Wealth Management LLC 0.46% Add +2.2% 5,068 $1.6M
Roman Butler Fullerton & Co. 0.51% Add +0.7% 4,785 $1.6M
LGL Partners, LLC 0.23% Reduce -0.3% 5,064 $1.6M
Obsidian Cio, LLC 0.29% Add +2.4% 5,054 $1.6M
Florida Financial Advisors, LLC 0.71% Add +13.0% 5,051 $1.6M
Advisory Alpha, LLC 0.06% Add +10.1% 5,044 $1.6M
LRI Investments, LLC 0.15% Reduce -1.3% 30,465 $1.6M
Profit Investment Management, LLC 1.28% Reduce -3.8% 5,030 $1.6M
Olde Wealth Management, LLC 0.57% Reduce -6.3% 5,025 $1.6M
Valley Wealth Managers, Inc. 0.12% Add +12.7% 5,017 $1.6M
Miller Financial Services LLC 1.34% — 5,015 $1.6M
Cornercap Investment Counsel Inc. 0.51% Reduce -3.8% 5,011 $1.6M
Pacific Wealth Strategies Group, Inc. 1.10% Add +1.1% 5,004 $1.6M
one8zero8, LLC 0.34% — 5,003 $1.6M
Archer Investment Corp 0.42% Add +0.5% 5,001 $1.6M
Lynwood Price Capital Management LP 1.09% — 5,000 $1.6M
Visionary Wealth Advisors 0.09% Add +5.3% 4,992 $1.6M
Newman Dignan & Sheerar, Inc. 0.40% Reduce -4.2% 4,990 $1.6M
Cromwell Holdings LLC 0.91% No change 4,978 $1.6M
VELA Investment Management, LLC 0.54% Reduce -0.1% 4,969 $1.6M
Ethos Financial Group, LLC 0.21% Reduce -7.4% 4,949 $1.6M
Kennedy Investment Group, Inc. 0.71% Reduce -3.8% 4,952 $1.6M
Calydon Capital 0.31% Reduce -34.5% 4,950 $1.6M
Adirondack Trust Co. 0.60% Reduce -1.2% 4,946 $1.6M
Nebula Research & Development LLC 0.18% Reduce -63.7% 4,945 $1.6M
TFR Capital, LLC. 0.78% — 4,942 $1.6M
Monterey Private Wealth, Inc. 0.51% Add +3.1% 4,938 $1.6M
Veltria Advisors Corp. 0.65% Reduce -6.0% 4,928 $1.6M
Regent Peak Wealth Advisors LLC 0.35% Add +2.5% 4,927 $1.6M
Bedell Frazier Investment Counselling, LLC 0.39% Reduce -4.6% 4,926 $1.6M
Alteri Wealth LLC 0.43% — 4,912 $1.6M
Baker Ellis Asset Management LLC 0.23% Reduce -0.6% 4,904 $1.5M
Tiemann Investment Advisors, LLC 0.69% Reduce -3.4% 4,889 $1.5M
New Century Financial Group, LLC 0.66% Reduce -13.9% 4,896 $1.5M
TCI Wealth Advisors, Inc. 0.13% Reduce -4.2% 4,864 $1.5M
Magnolia Capital Advisors LLC 0.40% Add +28.2% 4,858 $1.5M
Cambridge Advisors Inc. 0.34% Add +1.8% 4,855 $1.5M
Mountain Capital Investment Advisors Inc. 0.32% Reduce -1.0% 4,800 $1.5M
Balefire, LLC 0.52% Reduce -5.1% 4,879 $1.5M
Knoll Capital Management, LLC 0.99% No change 4,850 $1.5M
LeClair Wealth Partners LLC 1.02% — 4,843 $1.5M
Nicholas Wealth, LLC. 0.83% Add +21.1% 4,982 $1.5M
Jacobsen Capital Management 0.65% Reduce -0.1% 4,834 $1.5M
Augustine Asset Management Inc. 0.40% Add +94.8% 4,825 $1.5M
Eaton Financial Holdings Company, LLC 0.59% Reduce -1.0% 4,819 $1.5M
Tradition Wealth Management, LLC 0.13% Reduce -0.0% 4,814 $1.5M
Bill Few Associates, Inc. 0.53% Reduce -2.4% 4,807 $1.5M
Legal Advantage Investments, Inc. 0.80% Reduce -3.0% 4,800 $1.5M
Hennessy Advisors Inc. 0.05% Reduce -17.2% 4,800 $1.5M
Brio Consultants, LLC 0.24% Add +2.9% 4,800 $1.5M
General Partner, Inc. 0.91% Reduce -2.5% 4,794 $1.5M
Rogco, LP 0.61% Reduce -0.0% 4,765 $1.5M
Everest Private Wealth 1.33% — 4,762 $1.5M
Verity & Verity, LLC 0.14% Add +137.7% 4,761 $1.5M
Draper Asset Management, LLC 0.95% Add +0.4% 4,686 $1.5M
Trust Investment Advisors 0.96% Reduce -3.9% 4,757 $1.5M
Beck Bode, LLC 0.27% New 4,754 $1.5M
Avantra Family Wealth, Inc. 1.40% — 4,751 $1.5M
Aft, Forsyth & Sober, LLC 0.49% No change 4,750 $1.5M
Vigilare Wealth Management 0.61% Add +0.0% 4,746 $1.5M
TFB Advisors LLC 0.43% Add +0.1% 4,737 $1.5M
Seven Mile Advisory 0.95% Add +9.1% 4,731 $1.5M
Tang Capital Management LLC 0.10% Add +42.2% 4,718 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Reduce -2.0% 4,714 $1.5M
Willow Creek Wealth Management Inc. 0.15% Reduce -0.6% 4,708 $1.5M
RoundAngle Advisors LLC 1.42% — 4,705 $1.5M
Gold Investment Management Ltd. 0.63% Reduce -0.0% 4,702 $1.5M
Allred Capital Management, LLC 0.57% Add +2.9% 4,700 $1.5M
S.A. Mason LLC 0.78% Reduce -0.1% 4,700 $1.5M
Aspiriant, LLC 0.05% Reduce -12.9% 4,698 $1.5M
Meriwether Wealth & Planning, LLC 1.06% — 4,689 $1.5M
Buckley Wealth Management, LLC 0.45% Reduce -23.6% 4,684 $1.5M
Prelude Capital Management, LLC 0.12% Reduce -62.5% 4,669 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.31% Reduce -20.7% 4,668 $1.5M
Mitchell Sinkler & Starr 0.39% Reduce -28.6% 4,668 $1.5M
Cahill Financial Advisors Inc. 0.20% Add +14.7% 4,657 $1.5M
Bridgefront Capital, LLC 0.50% Reduce -47.3% 4,652 $1.5M
Fermata Advisors, LLC 0.27% Add +36.7% 4,648 $1.5M
Jessup Wealth Management, Inc 0.63% Reduce -2.8% 4,645 $1.5M
Pure Financial Advisors, LLC 0.03% Add +11.3% 4,634 $1.5M
Meadow Creek Wealth Advisors LLC 1.05% Reduce -13.9% 4,629 $1.5M
Pacific Sage Partners, LLC 0.33% No change 4,628 $1.5M
First Financial Corp. 0.68% Add +0.0% 4,608 $1.5M
Wallace Advisory Group, LLC 1.01% Add +4.0% 5,293 $1.5M
Horiko Capital Management LLC 0.42% No change 4,600 $1.5M
Roberts Glore & Co. Inc. 0.43% Reduce -0.1% 4,584 $1.4M
Private Advisory Group LLC 0.16% Add +2.8% 4,579 $1.4M
Riverpark Capital Management LLC 2.53% No change 4,571 $1.4M
Birch Capital Management, LLC 0.73% Reduce -3.0% 4,566 $1.4M
WealthBridge Capital Management, LLC 0.40% Add +2.9% 4,564 $1.4M
Advus Financial Partners, LLC 0.41% Add +18.4% 4,556 $1.4M
Alhambra Investment Management LLC 0.74% No change 4,554 $1.4M
1900 Wealth Management LLC 0.12% Add +3.5% 4,545 $1.4M
Sierra Capital LLC 0.17% Reduce -0.6% 4,541 $1.4M
Horizon Kinetics Asset Management LLC 0.02% No change 4,539 $1.4M
Wealth Group, Ltd. 0.93% Add +1.3% 4,530 $1.4M
Chung Wu Investment Group, LLC 1.44% — 4,531 $1.4M
JSF Financial, LLC 0.38% Add +16.6% 4,529 $1.4M
Versant Capital Management, Inc 0.31% Add +23.4% 4,526 $1.4M
IFG Advisory, LLC 0.08% New 4,523 $1.4M
CYBER HORNET ETFs LLC 1.37% Add +2.8% 4,508 $1.4M
Signature Estate & Investment Advisors LLC 0.04% Add +4.4% 4,507 $1.4M
Resurgent Financial Advisors LLC 0.84% Reduce -3.3% 4,504 $1.4M
Walled Lake Planning & Wealth Management, LLC 0.53% Reduce -0.9% 4,504 $1.4M
Bingham Private Wealth, LLC 1.51% — 4,502 $1.4M
Braun Stacey Associates Inc. 0.05% No change 4,500 $1.4M
Outlook Wealth Advisors, LLC 0.41% Add +6.5% 4,491 $1.4M
Beese Fulmer Investment Management, Inc. 0.12% Add +0.9% 4,490 $1.4M
Paulson Wealth Management Inc. 0.39% Reduce -2.5% 4,488 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -11.4% 4,482 $1.4M
Altura Wealth Advisors Inc. 1.04% Reduce -11.7% 4,461 $1.4M
Ewing Morris & Co. Investment Partners Ltd. 0.49% New 4,457 $1.4M
Oxford Wealth Group, LLC 0.91% Reduce -1.5% 4,442 $1.4M
Generali Investments, Management Co LLC 0.36% — 4,439 $1.4M
Centerpoint Advisors, LLC 0.49% Reduce -1.7% 4,434 $1.4M
Fiducient Advisors LLC 0.17% Add +0.8% 4,415 $1.4M
Patron Partners, LLC 0.75% Add +4.3% 4,405 $1.4M
Hexagon Capital Partners LLC 0.25% Add +17.9% 4,403 $1.4M
Silicon Valley Capital Partners 0.15% Reduce -33.1% 4,394 $1.4M
PCG Asset Management, LLC 1.22% — 4,384 $1.4M
Coordinated Financial Services, Inc. 1.10% — 4,384 $1.4M
Alexis Investment Partners, LLC 0.68% — 4,386 $1.4M
J.Safra Asset Management Corp 0.11% Add +84.9% 4,386 $1.4M
Itau Unibanco Holding S.A. 0.04% Reduce -41.2% 4,379 $1.4M
4WEALTH Advisors, Inc. 1.41% — 4,363 $1.4M
Foster Dykema Cabot & Partners, LLC 0.11% Add +31.1% 4,363 $1.4M
RMR Capital Management, LLC 1.03% No change 4,362 $1.4M
Pinnacle Wealth Management Group, Inc. 0.86% Add +3.0% 4,351 $1.4M
Galilei Investment Office LLP 0.69% — 4,351 $1.4M
Richardson Financial Services Inc. 0.96% Reduce -2.2% 4,345 $1.4M
KDT Advisors, LLC 2.01% — 4,329 $1.4M
Hartford Funds Management Co LLC 0.13% Add +4.1% 4,325 $1.4M
BigSur Wealth Management LLC 0.39% No change 4,310 $1.4M
Crowley Wealth Management, Inc. 1.20% — 4,308 $1.4M
Castle Wealth Management LLC 0.53% Reduce -2.2% 4,299 $1.4M
Shelton Wealth Management, LLC 0.74% Add +1.6% 4,292 $1.4M
Estabrook Capital Management 0.21% Reduce -0.8% 4,291 $1.4M
KPP Advisory Services LLC 0.32% Add +0.6% 4,288 $1.4M
Boussard & Gavaudan Investment Management LLP 0.18% Reduce -95.7% 4,298 $1.4M
HMV Wealth Advisors, LLC 1.36% — 4,288 $1.4M
Orion Capital Management LLC 0.59% Reduce -3.9% 4,273 $1.4M
Wealth Management Partners, LLC 0.58% Add +0.0% 4,268 $1.3M
Sterling Investment Counsel, LLC 0.89% Reduce -64.6% 4,264 $1.3M
GWN Securities Inc. 0.36% — 4,078 $1.3M
Westbourne Investment Advisors, Inc. 0.46% Add +0.5% 4,259 $1.3M
First Bancorp, Inc 0.92% Reduce -3.4% 4,255 $1.3M
Alpha Advisors, LLC 1.38% — 4,247 $1.3M
Bancreek Capital Management, LP 1.31% No change 4,246 $1.3M
Bank of Marin 1.06% Add +1.5% 4,242 $1.3M
Sunpointe, LLC 0.67% Add +3.8% 4,237 $1.3M
Strategic Investment Advisors / MI 0.14% Reduce -6.6% 4,229 $1.3M
Prentiss Smith & Co. Inc. 0.87% No change 4,225 $1.3M
ArrowMark Colorado Holdings LLC 0.02% No change 4,224 $1.3M
IronOak Wealth LLC. 1.49% — 4,220 $1.3M
Seeds Investor LLC 0.38% Add +24.0% 4,215 $1.3M
First Pacific Financial 0.31% Reduce -1.0% 4,210 $1.3M
McCarter Private Wealth Services LLC 0.84% Add +5.3% 4,201 $1.3M
Keystone Wealth Services, LLC 0.35% Add +1.7% 4,198 $1.3M
Westover Capital Advisors, LLC 0.29% Reduce -1.5% 4,194 $1.3M
Alpha Family Trust 0.74% No change 4,190 $1.3M
North Star Investment Management Corp. 0.09% Add +20.2% 4,179 $1.3M
Texas Capital Bank Wealth Management Services Inc 0.14% Add +5.8% 4,177 $1.3M
Karani Asset Management LLC 1.23% — 4,174 $1.3M
SignalPoint Asset Management, LLC 0.32% Add +4.2% 4,170 $1.3M
Triton Financial Group Inc 0.82% Reduce -0.5% 4,151 $1.3M
Prudent Man Advisors, LLC 0.48% Reduce -5.5% 4,146 $1.3M
United Community Bank 0.51% Add +0.1% 4,141 $1.3M
Pathway Financial Advisers, LLC 0.44% Add +2.8% 4,141 $1.3M
Lynx Investment Advisory 0.89% Add +43.3% 4,137 $1.3M
Kolinsky Wealth Management, LLC 0.80% Add +14.6% 4,136 $1.3M
YANKCOM Partnership 0.70% — 4,133 $1.3M
Spreng Capital Management, Inc. 0.58% Reduce -2.1% 4,128 $1.3M
AGH Wealth Advisors, LLC 1.21% — 4,127 $1.3M
Davidson Trust Co. 0.67% No change 4,123 $1.3M
Greykasell Wealth Strategies, Inc. 0.72% — 4,112 $1.3M
Am Investment Strategies LLC 0.32% No change 4,112 $1.3M
Staley Capital Advisers Inc. 0.06% Reduce -0.5% 4,103 $1.3M
Aire Advisors, LLC 0.27% Reduce -0.4% 4,103 $1.3M
Elgethun Capital Management 0.31% Add +2.6% 4,095 $1.3M
Correct Capital Wealth Management 0.26% Add +2.4% 4,075 $1.3M
Plante Moran Financial Advisors, LLC 0.11% Add +0.8% 4,073 $1.3M
Private Portfolio Partners LLC 0.24% Reduce -6.7% 4,064 $1.3M
Clark Financial Services Group Inc. 0.98% Add +5.8% 4,062 $1.3M
Gould Capital, LLC 0.89% Reduce -1.0% 4,055 $1.3M
Tevis Investment Management 0.95% Reduce -0.1% 4,054 $1.3M
Hilltop National Bank 0.39% Reduce -4.7% 4,052 $1.3M
Ballast, Inc. 0.37% Add +38.6% 4,050 $1.3M
Crew Capital Management, Ltd 1.06% No change 4,042 $1.3M
Tudor Financial Inc. 0.75% Add +21.1% 4,038 $1.3M
WR Wealth Planners, LLC 0.41% Reduce -21.3% 4,037 $1.3M
Adero Partners, LLC 0.08% Add +8.2% 4,029 $1.3M
First National Bank of Hutchinson 0.77% Add +3.1% 4,026 $1.3M
Berkeley Capital Partners, LLC 0.35% Add +2.8% 4,025 $1.3M
Cim Investment Management Inc. 0.37% Reduce -1.4% 4,024 $1.3M
TRUE Private Wealth Advisors 0.15% Reduce -1.5% 4,011 $1.3M
Shum Financial Group, Inc. 1.09% Add +0.5% 4,010 $1.3M
Headinvest, LLC 0.24% Add +0.8% 4,003 $1.3M
Sunflower Bank, N.A. 0.35% Add +12.5% 4,002 $1.3M
Harbor Advisors LLC 0.20% No change 4,000 $1.3M
Hickory Asset Management, Inc. 1.07% — 3,996 $1.3M
Tectonic Advisors LLC 0.08% Add +0.5% 3,992 $1.3M
Promus Capital, LLC 0.97% — 3,991 $1.3M
Quantum Financial Advisors, LLC 0.19% Add +2.3% 3,990 $1.3M
Pollock Investment Advisors, LLC 1.02% — 3,987 $1.3M
Legacy Edge Advisors, LLC 0.20% Add +0.1% 3,993 $1.3M
Absolute Capital Management, LLC 0.70% Reduce -0.5% 3,984 $1.3M
Faithward Advisors, LLC 0.21% Add +7.3% 3,978 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.19% No change 3,971 $1.3M
Parisi Gray Wealth Management 0.40% Reduce -1.8% 3,970 $1.3M
Tobam 0.38% Reduce -5.5% 3,967 $1.3M
First Bank & Trust 0.24% Add +8.9% 3,961 $1.3M
Arrowroot Family Office, LLC 0.65% Add +318.1% 3,938 $1.2M
TigerOak Management, L.L.C. 0.45% — 3,935 $1.2M
Argyle Capital Partners, LLC 1.07% — 3,934 $1.2M
Intellus Advisors LLC 0.21% — 3,930 $1.2M
Aspire Private Capital, LLC 0.31% Add +1.2% 3,929 $1.2M
MRWM Advisors, LLC 0.97% — 3,927 $1.2M
FWG Holdings, LLC 0.60% Add +13.3% 3,588 $1.2M
WealthPLAN Partners, LLC 0.18% Reduce -32.0% 3,926 $1.2M
Bluesphere Advisors LLC 0.61% Reduce -0.1% 3,925 $1.2M
Smart Portfolios, LLC 1.30% Reduce -2.7% 3,924 $1.2M
CJM Wealth Advisers, Ltd. 0.42% Add +1.6% 3,914 $1.2M
MOKAN Wealth Management Inc. 0.79% — 3,914 $1.2M
Bigelow Investment Advisors, LLC 0.58% Reduce -3.9% 3,910 $1.2M
Convergence Financial, LLC 0.25% Add +2.5% 3,908 $1.2M
Acima Private Wealth, LLC 0.41% No change 3,895 $1.2M
McAdam, LLC 0.07% Add +16.4% 3,892 $1.2M
MRA Advisory Group 0.65% Add +116.3% 3,886 $1.2M
St. Louis Trust Co 0.18% No change 3,885 $1.2M
Cornerstone National Bank & Trust Co 0.56% Add +0.6% 3,884 $1.2M
Oakwell Private Wealth Management, LLC 0.34% Add +7.5% 3,882 $1.2M
KLCM Advisors, Inc. 0.14% Add +3.9% 3,881 $1.2M
Willner & Heller, LLC 1.07% Add +0.1% 3,879 $1.2M
Elmwood Wealth Management, Inc. 0.49% Reduce -2.3% 3,871 $1.2M
Bank of New Hampshire 0.31% Reduce -6.1% 3,869 $1.2M
Motiv8 Investments LLC 0.86% Add +30.3% 3,868 $1.2M
First National Corp. /Ma/ 0.28% Add +0.7% 3,868 $1.2M
Runnymede Capital Advisors, Inc. 1.07% — 3,866 $1.2M
Gemmer Asset Management LLC 0.12% Reduce -4.5% 3,865 $1.2M
Dunhill Financial, LLC 0.57% Reduce -2.9% 3,864 $1.2M
Midland Wealth Advisors, LLC 0.07% Reduce -11.8% 3,863 $1.2M
W.H. Cornerstone Investments Inc. 0.81% Reduce -9.2% 3,859 $1.2M
Sound Income Strategies, LLC 0.08% Reduce -4.7% 3,855 $1.2M
Paladin Wealth, LLC 1.05% Add +39.9% 3,851 $1.2M
Brady Martz Wealth Solutions, LLC 0.29% — 3,930 $1.2M
Lion Street Advisors, LLC 0.39% Reduce -3.2% 3,840 $1.2M
Satovsky Asset Management LLC 0.28% Reduce -14.1% 3,839 $1.2M
Alta Wealth Advisors LLC 0.53% Add +7.4% 3,837 $1.2M
Godshalk Welsh Capital Management, Inc. 0.78% Reduce -0.8% 3,835 $1.2M
Optimum Investment Advisors 0.53% No change 3,825 $1.2M
Claret Asset Management Corp 0.19% Add +2.1% 3,822 $1.2M
Atticus Wealth Management, LLC 0.38% Add +2.5% 3,818 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.45% No change 3,452 $1.2M
Red Spruce Capital, LLC 0.54% Reduce -7.8% 3,814 $1.2M
Riverwater Partners LLC 0.59% Reduce -4.2% 3,811 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +1.2% 3,809 $1.2M
Tempus Wealth Planning, LLC 0.37% Add +7.5% 3,804 $1.2M
Accretive Wealth Partners, LLC 0.51% Reduce -0.2% 3,803 $1.2M
Alterna Wealth Management, Inc. 1.01% Reduce -1.6% 3,787 $1.2M
Waterfront Wealth Inc. 0.29% Add +0.4% 3,783 $1.2M
Coastal Bridge Advisors, LLC 0.30% Reduce -0.9% 3,783 $1.2M
Kozak & Associates, Inc. 0.27% Add +2.2% 3,794 $1.2M
Burton Enright Welch 0.25% Add +0.6% 3,777 $1.2M
First Interstate Bank 0.07% Add +1.3% 3,771 $1.2M
Dimension Capital Management LLC 0.19% Reduce -0.6% 3,766 $1.2M
Pine Haven Investment Counsel, Inc 0.98% Reduce -2.6% 3,765 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.56% Reduce -4.4% 3,763 $1.2M
JGP Wealth Management, LLC 0.15% Add +10.5% 3,762 $1.2M
Paradigm Capital Management, LLC 1.13% Reduce -0.0% 3,758 $1.2M
Titleist Asset Management, LLC 0.14% Reduce -1.2% 3,758 $1.2M
Court Place Advisors, LLC 0.38% Reduce -4.3% 3,753 $1.2M
Clarkston Capital Partners, LLC 0.02% Add +0.2% 3,752 $1.2M
Mountain Pacific Investment Advisers LLC 0.08% Reduce -9.7% 3,741 $1.2M
Aspire Growth Partners LLC 1.16% — 3,693 $1.2M
Alpha DNA Investment Management LLC 0.64% Reduce -3.5% 3,736 $1.2M
Windsor Capital Management, LLC 0.35% Add +0.5% 3,729 $1.2M
Forte Capital LLC 0.13% Reduce -2.4% 3,729 $1.2M
Sovran Advisors, LLC 0.17% — 3,803 $1.2M
Three Bridge Wealth Advisors, LLC 0.41% Add +4.5% 3,718 $1.2M
Old Port Advisors 0.34% Add +0.6% 3,715 $1.2M
SIH Partners, LLLP 0.08% New 3,707 $1.2M
Panoramic Capital Partners, LLC 1.03% — 3,702 $1.2M
Altfest L J & Co. Inc. 0.15% Reduce -8.1% 3,700 $1.2M
Masso Torrence Wealth Management Inc. 0.61% Add +2.2% 3,700 $1.2M
Matisse Capital 0.59% Reduce -14.2% 3,698 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.44% Add +0.5% 3,696 $1.2M
360 Financial, Inc. 0.42% No change 3,694 $1.2M
Kentucky Trust Co 0.69% — 3,689 $1.2M
Nicolet Bankshares Inc. 0.23% Reduce -6.6% 3,685 $1.2M
Vista Investment Partners LLC 0.36% No change 3,684 $1.2M
Audent Global Asset Management, LLC 0.76% Add +76.7% 3,681 $1.2M
McIlrath & Eck, LLC 0.15% Add +3.6% 3,668 $1.2M
Morton Capital Management LLC 0.22% Reduce -0.1% 3,662 $1.2M
Brown Capital Management LLC 0.03% No change 3,661 $1.2M
Tema ETFs LLC 0.48% — 3,659 $1.2M
Groesbeck Investment Management Corp. 1.50% No change 3,659 $1.2M
DDD Partners, LLC 0.14% Add +0.7% 3,656 $1.2M
DecisionMap Wealth Management, LLC 0.92% — 3,655 $1.2M
Wallace Capital Management Inc. 0.16% No change 3,647 $1.2M
Sivia Capital Partners, LLC 0.57% Add +0.8% 3,646 $1.2M
Oxford Financial Group, LTD. LLC 0.07% Reduce -8.2% 3,642 $1.2M
Tolleson Wealth Management, Inc. 0.24% Add +25.8% 3,639 $1.1M
Burke & Herbert Bank & Trust Co. 0.27% No change 3,637 $1.1M
Round Hill Asset Management 0.81% No change 3,636 $1.1M
Moss Adams Wealth Advisors LLC 0.12% Reduce -2.9% 3,634 $1.1M
Pflug Koory, LLC 0.08% Add +1.6% 3,626 $1.1M
Canandaigua National Trust Co of Florida 0.89% Add +44.7% 3,625 $1.1M
LVZ, Inc. 0.15% Add +10.5% 3,622 $1.1M
Affinity Capital Advisors, LLC 0.22% No change 3,670 $1.1M
Evernest Financial Advisors, LLC 0.30% Add +4.6% 3,612 $1.1M
Marino, Stram & Associates LLC 0.25% Add +1.8% 3,609 $1.1M
Bourgeon Capital Management LLC 0.22% New 3,605 $1.1M
Quantum Private Wealth, LLC 0.36% Reduce -1.5% 3,604 $1.1M
CFS Investment Advisory Services, LLC 0.10% Add +8.1% 3,605 $1.1M
McLean Asset Management Corp 0.34% Add +1.1% 3,596 $1.1M
Cassia Capital Partners, LLC 0.72% Add +32.8% 3,589 $1.1M
Washington Trust Bank 0.11% Add +9.9% 3,582 $1.1M
49 Wealth Management, LLC 0.16% Add +1.7% 3,582 $1.1M
FFT Wealth Management LLC 0.09% Add +40.4% 3,581 $1.1M
Harbor Group, Inc. 0.25% No change 3,579 $1.1M
GEM Asset Management, LLC 0.63% Reduce -2.0% 3,577 $1.1M
First Citizens Financial Corp 0.61% Add +108.5% 3,575 $1.1M
Greatmark Investment Partners, Inc. 0.15% Reduce -0.7% 3,569 $1.1M
Baron Wealth Management LLC 0.53% Reduce -1.6% 3,557 $1.1M
Phillips Wealth Planners LLC 1.12% Add +0.2% 3,651 $1.1M
Madison Wealth Partners, Inc 0.31% Reduce -0.7% 3,555 $1.1M
Marietta Investment Partners LLC 0.25% Reduce -6.0% 3,552 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.61% Add +6.6% 3,546 $1.1M
Jump Financial, LLC 0.02% Add +241.6% 3,546 $1.1M
Worth Financial Advisory Group, LLC 0.69% Reduce -2.7% 3,536 $1.1M
Marex Group Ltd 0.02% Reduce -61.4% 3,532 $1.1M
Omnia Family Wealth, LLC 0.46% Add +3.0% 3,526 $1.1M
Ironwood Investment Management LLC 0.55% Add +0.8% 3,525 $1.1M
Wedgewood Investors Inc. 1.31% Reduce -4.7% 3,520 $1.1M
Constitution Capital LLC 0.62% Add +2.6% 3,520 $1.1M
Kanawha Capital Management LLC 0.09% Add +2.8% 3,517 $1.1M
Mendel Capital Management LLC 0.67% Add +4.1% 3,516 $1.1M
Wellington Wealth Strategies, LLC. 1.01% Reduce -32.0% 3,124 $1.1M
Hengehold Capital Management LLC 0.10% Add +16.9% 3,506 $1.1M
Aventura Private Wealth, LLC 0.60% — 3,502 $1.1M
Cora Capital Advisors LLC 0.53% Add +0.6% 3,502 $1.1M
ABLE Financial Group, LLC 0.33% Add +0.5% 3,498 $1.1M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -14.8% 3,496 $1.1M
Heartwood Wealth Advisors LLC 0.12% Reduce -1.2% 3,492 $1.1M
Cable Hill Partners, LLC 0.11% Add +8.4% 3,492 $1.1M
Purkiss Capital Advisors LLC 0.95% — 3,488 $1.1M
Ackerman Capital Advisors, LLC 0.29% No change 3,476 $1.1M
Apexium Financial, LP 0.07% Reduce -2.3% 3,458 $1.1M
Birch Financial Group, LLC 1.23% — 3,455 $1.1M
1858 Wealth Management, LLC 0.86% Add +0.1% 3,448 $1.1M
Atlatl Advisers LLC 0.64% — 3,446 $1.1M
Hutchinson Capital Management 0.21% Add +2.0% 3,446 $1.1M
Crown Wealth Group, LLC 0.44% Add +1.4% 3,439 $1.1M
Grandfield & Dodd, LLC 0.07% No change 3,435 $1.1M
Howard Bailey Securities, LLC 0.40% Reduce -0.6% 3,429 $1.1M
Ceera Investments, LLC 0.37% No change 3,424 $1.1M
Pointe Capital Management LLC 0.62% Add +0.7% 3,424 $1.1M
Semus Wealth Partners LLC 0.72% Reduce -2.8% 3,420 $1.1M
Wealth Effects LLC 0.38% Reduce -6.2% 3,416 $1.1M
Flynn Zito Capital Management, LLC 0.50% Add +0.0% 3,410 $1.1M
Gould Asset Management LLC 0.23% Add +2.4% 3,410 $1.1M
Penn Davis McFarland Inc. 0.12% Reduce -1.9% 3,410 $1.1M
Wellspring Financial Advisors, LLC 0.11% Reduce -5.0% 3,409 $1.1M
Mainstream Capital Management LLC 0.76% No change 3,408 $1.1M
Sage Rhino Capital LLC 0.23% Reduce -0.6% 3,407 $1.1M
Board of the Pension Protection Fund 1.24% — 3,400 $1.1M
Strategic Financial Concepts, LLC 0.21% Add +112.0% 3,398 $1.1M
GK Wealth Management LLC 1.36% — 3,397 $1.1M
Investment Advisory Services Inc. /TX 0.38% Reduce -0.9% 3,396 $1.1M
Regal Investment Advisors LLC 0.08% Reduce -23.4% 3,395 $1.1M
Lee Financial Co 0.15% Add +0.8% 3,395 $1.1M
Capital Advantage, Inc. 0.20% New 3,394 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -10.4% 3,394 $1.1M
Northwest Financial Advisors 0.89% Add +13.4% 3,391 $1.1M
First County Bank 0.60% Reduce -12.1% 3,379 $1.1M
Founders Grove Wealth Partners, LLC 0.31% — 3,370 $1.1M
Renasant Bank 0.69% Reduce -7.5% 3,369 $1.1M
WoodTrust Financial Corp 0.15% Reduce -0.3% 3,358 $1.1M
Gries Financial LLC 0.19% Add +3.9% 3,355 $1.1M
MADDEN SECURITIES Corp 0.42% No change 3,354 $1.1M
Clarus Group, Inc. 0.38% Reduce -12.9% 3,353 $1.1M
Maren Capital LLC 0.08% No change 3,352 $1.1M
Investment Partners Asset Management, Inc. 0.83% Add +12.2% 3,344 $1.1M
Gratus Wealth Advisors, LLC 0.17% No change 3,340 $1.1M
Breakwater Capital Group 0.21% Reduce -1.4% 3,339 $1.1M
BankPlus Wealth Management LLC 0.79% — 3,335 $1.1M
Lakeshore Capital Group, Inc. 1.58% — 3,315 $1.0M
Next Level Private LLC 0.42% Add +0.2% 3,314 $1.0M
Cypress Wealth Services, LLC 0.21% Add +0.8% 3,311 $1.0M
MTM Investment Management, LLC 0.40% Add +0.8% 3,311 $1.0M
Fielder Capital Group LLC 0.33% Reduce -0.0% 3,311 $1.0M
Guerra Advisors Inc 0.58% — 3,300 $1.0M
Saiph Capital, LLC 0.47% Add +13.8% 3,284 $1.0M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 3,279 $1.0M
First PREMIER Bank 0.26% Reduce -4.1% 3,277 $1.0M
Manitou Investment Management Ltd. 0.20% No change 3,275 $1.0M
Sequent Planning LLC 0.38% Reduce -2.5% 3,274 $1.0M
Fire Capital Management LLC 0.77% — 3,273 $1.0M
Claris Financial LLC 0.68% — 3,267 $1.0M
Barr E S & Co. 0.06% Reduce -1.5% 3,257 $1.0M
Kennebec Savings Bank 1.03% Reduce -7.0% 3,342 $1.0M
Salvus Wealth Management, LLC 0.65% Add +2.0% 3,241 $1.0M
Rossby Financial, LCC 0.65% — 3,236 $1.0M
Trilogy Capital Inc. 0.05% Add +0.7% 3,235 $1.0M
N.E.W. Advisory Services LLC 0.10% Reduce -0.8% 3,232 $1.0M
Resolute Wealth Strategies, LLC 0.52% Reduce -4.7% 3,222 $1.0M
Safeguard Investment Advisory Group, LLC 0.28% Add +2.1% 3,209 $1.0M
PUREfi Wealth, LLC 0.99% — 3,201 $1.0M
Kearns & Associates LLC 0.65% No change 3,200 $1.0M
Quantum Portfolio Management LLC 0.54% Add +20.4% 3,200 $1.0M
BIP Wealth, LLC 0.07% Add +22.6% 3,198 $1.0M
Apriem Advisors 0.12% Add +29.9% 3,197 $1.0M
Chapin Davis, Inc. 0.33% No change 3,670 $1.0M
Everpar Advisors LLC 0.51% Add +0.6% 3,192 $1.0M
Verde Capital Management 0.28% Add +13.9% 3,190 $1.0M
Cardinal Point Capital Management ULC 0.16% Add +126.9% 3,190 $1.0M
PBMares Wealth Management LLC 0.21% Add +0.0% 3,188 $1.0M
Napatree Capital LLC 0.59% Add +29.9% 3,183 $1.0M
Bay Capital Advisors, LLC 0.81% — 3,182 $1.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Add +44.9% 3,173 $1.0M
Blume Capital Management, Inc. 0.23% Reduce -11.5% 3,176 $1.0M
Allen Wealth Management, LLC 0.72% Reduce -8.6% 3,174 $1.0M
Broyhill Asset Management, LLC 0.88% — 3,168 $1.0M
FDx Advisors, Inc. 0.29% Reduce -10.2% 3,166 $1.0M
Five Oceans Advisors 0.46% Reduce -8.1% 3,162 $999K
Victory Financial Group, LLC 0.26% — 3,157 $998K
Arcataur Capital Management LLC 0.34% Add +9.0% 3,151 $996K
Laidlaw Wealth Management LLC 0.43% Reduce -9.2% 3,148 $995K
Omega Financial Group, LLC 0.38% Add +0.1% 3,140 $992K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.33% Add +43.2% 3,135 $991K
Bedel Financial Consulting, Inc. 0.14% Reduce -4.2% 2,832 $990K
Curated Wealth Partners LLC 0.11% Reduce -7.7% 3,127 $988K
Allegiance Financial Group Advisory Services LLC 0.32% Add +5.2% 3,116 $985K
KRS Capital Management, LLC 0.70% No change 3,115 $985K
Inspirion Wealth Advisors, LLC 0.14% Reduce -3.2% 3,157 $984K
Ninepoint Partners LP 0.16% Add +20.1% 3,109 $983K
New Republic Capital, LLC 0.64% Reduce -7.4% 3,106 $982K
McMorgan & Co. LLC 0.15% Reduce -3.3% 3,103 $981K
Keystone Financial Services 0.38% Add +0.3% 3,102 $981K
Schneider Downs Wealth Management Advisors, LP 0.18% No change 3,101 $980K
Brucke Financial, Inc. 0.84% — 2,867 $980K
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Add +0.1% 3,099 $979K
Latitude Advisors, LLC 0.55% Reduce -1.3% 3,098 $979K
Pacific Capital Wealth Advisors, Inc. 0.16% Reduce -0.1% 3,097 $979K
GenTrust, LLC 0.04% Add +10.4% 3,096 $978K
KilterHowling LLC 0.56% Add +10.8% 2,775 $975K
Hamel Associates, Inc. 0.31% No change 3,085 $975K
Kapstone Financial Advisors LLC 0.52% Reduce -3.4% 2,897 $973K
Transatlantique Private Wealth LLC 0.37% Reduce -1.7% 3,078 $973K
Truefg, LLC 0.32% Add +6.8% 3,076 $972K
Veracity Capital LLC 0.35% Add +0.4% 3,073 $971K
Norway Savings Bank 0.54% Reduce -10.6% 3,070 $970K
Campion Asset Management 0.73% No change 3,057 $966K
Coign Capital Advisors LLC 0.89% — 3,043 $962K
Spartan Planning & Wealth Management 0.88% — 3,042 $961K
JT Stratford LLC 0.16% Reduce -70.4% 3,040 $961K
Burford Brothers, Inc. 0.47% Reduce -3.9% 3,037 $960K
Olistico Wealth, LLC 0.56% Add +0.0% 3,033 $959K
Simplex Trading, LLC 0.03% Reduce -95.4% 3,027 $956K
Callan Capital, LLC 0.07% Add +8.2% 3,024 $956K
Deseret Mutual Benefit Administrators 0.47% Reduce -1.9% 3,023 $955K
Granite Bay Wealth Management, LLC 0.35% Add +0.1% 3,013 $952K
Stockman Wealth Management, Inc. 0.15% Add +0.5% 3,011 $952K
West Paces Advisors Inc. 0.23% No change 3,011 $952K
Benchmark Financial Wealth Advisors, LLC 0.30% Reduce -0.4% 3,011 $952K
Tandem Investment Partners LLC 0.91% — 3,010 $951K
Hillsdale Investment Management Inc. 0.05% Add +49.9% 3,005 $950K
Monetta Financial Services Inc. 0.76% No change 3,000 $948K
Permanent Capital Management, LP 0.29% — 3,000 $948K
Catalyst Funds Management Pty Ltd 0.23% New 3,000 $948K
Rothschild Wealth LLC 0.28% Add +5.5% 2,996 $947K
D.B. Root & Company, LLC 0.30% Add +8.2% 2,982 $942K
Rational Advisors, Inc. 0.10% New 2,981 $942K
Money Concepts Capital Corp. 0.07% Reduce -2.8% 2,980 $942K
KWB Wealth 0.12% Add +20.9% 3,424 $942K
Floyd Financial Group LLC 0.77% — 3,059 $941K
Prostatis Group LLC 0.27% Add +1.1% 2,976 $941K
Dover Advisors, LLC 0.54% Reduce -0.4% 2,968 $938K
Integrated Investment Consultants, LLC 0.19% Add +2.8% 2,967 $938K
Red Lighthouse Investment Management, LLC 0.37% Add +0.0% 2,965 $937K
New World Advisors LLC 0.23% Reduce -1.4% 2,965 $937K
Emerald Advisers, LLC 0.04% Reduce -2.0% 2,961 $936K
AmeriServ Wealth Advisors 0.50% — 2,960 $935K
Waddell & Associates, LLC 0.10% Reduce -0.2% 2,955 $934K
Bragg Financial Advisors, Inc 0.04% Reduce -10.7% 2,944 $931K
GG Group Ventures, LLC 1.23% Reduce -28.6% 2,943 $930K
Intrua Financial, LLC 0.15% Reduce -35.8% 2,942 $930K
Fourpath Capital Management, LLC 0.17% No change 2,941 $929K
Coppell Advisory Solutions LLC 0.13% New 2,943 $929K
Warther Private Wealth, LLC 0.32% Add +1.0% 2,935 $928K
Tufton Capital Management 0.18% Reduce -1.2% 2,935 $928K
BlueSpruce Investments, LP 0.02% Reduce -99.8% 2,935 $928K
Wealth Management Associates, Inc. 0.40% Reduce -7.0% 2,933 $927K
Freestone Grove Partners LP 0.01% — 2,929 $926K
LBMC Investment Advisors, LLC 0.07% No change 2,925 $925K
FLC Capital Advisors 0.21% No change 2,924 $924K
Blossom Wealth Management 1.77% Add +3.6% 2,909 $919K
Northeast Financial Group, Inc. 0.35% Reduce -64.7% 2,908 $919K
Atala Financial Inc 0.64% — 2,904 $918K
Scissortail Wealth Management, LLC 0.23% Add +16033.3% 2,904 $918K
Blue Barn Wealth, LLC 0.48% Add +0.1% 2,895 $915K
Palisades Hudson Asset Management, L.P. 0.38% Reduce -1.7% 2,873 $908K
SOA Wealth Advisors, LLC. 0.17% Add +7.0% 2,855 $902K
Ignite Planners, LLC 0.20% Add +1.4% 2,862 $901K
Samalin Investment Counsel, LLC 0.39% Add +0.0% 2,846 $900K
City National Bank of Florida 0.82% — 2,845 $899K
Roehl & Yi Investment Advisors, LLC 0.49% — 2,841 $898K
Clare Market Investments LLC 0.21% Reduce -0.8% 2,839 $897K
Cornerstone Select Advisors, LLC 0.86% — 2,838 $897K
Berry Wealth Group, LP 0.64% Add +4.0% 2,826 $893K
Red Wave Investments LLC 0.31% No change 2,817 $890K
West Michigan Advisors, LLC 0.27% Reduce -5.0% 2,812 $889K
Scientech Research LLC 0.25% Reduce -75.8% 2,803 $886K
Wealth Architects, LLC 0.10% Reduce -3.4% 2,790 $882K
Lane & Associates LLC 0.46% No change 2,579 $881K
PAX Financial Group, LLC 0.16% Reduce -15.1% 2,780 $879K
Detalus Advisors, LLC 0.29% Add +16.8% 2,768 $875K
IFC Advisors LLC 0.19% — 2,766 $874K
Blodgett Wealth Advisors, LLC 0.68% Reduce -12.8% 2,760 $872K
DGS Capital Management, LLC 0.22% Add +0.2% 2,758 $872K
Arlington Financial Advisors, LLC 0.17% No change 2,757 $871K
Fairtree Asset Management (Pty) Ltd 0.83% — 2,756 $871K
Brandywine Oak Private Wealth LLC 0.09% Add +0.5% 2,755 $871K
Commonwealth Financial Services, LLC 0.17% Add +16.7% 2,753 $870K
Root Financial Partners, LLC 0.11% Add +69.1% 2,748 $869K
Retirement Planning Group, LLC 0.04% Add +25.6% 2,744 $867K
Wealthedge Investment Advisors, LLC 0.39% — 2,744 $867K
American State Bank (Iowa) 0.52% Add +4.5% 2,741 $866K
Grant Private Wealth Management Inc 0.93% — 2,736 $865K
Acorn Wealth Advisors, LLC 0.36% Add +0.4% 2,736 $865K
PKS Advisory Services, LLC 0.22% — 2,732 $864K
Alexander Labrunerie & Co., Inc. 0.39% No change 2,732 $863K
Elk River Wealth Management LLC 0.16% No change 2,730 $863K
Harbour Trust & Investment Management Co 0.10% Reduce -0.8% 2,729 $862K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.84% New 2,720 $859K
Missouri Trust & Investment Co 0.30% Reduce -1.1% 2,715 $858K
Fca Corp. 0.27% Reduce -16.9% 2,713 $857K
Yoffe Investment Management, LLC 1.27% — 2,696 $852K
ARS Investment Partners, LLC 0.08% Add +17.4% 2,696 $852K
Allegheny Financial Group 0.22% Reduce -14.8% 2,695 $852K
Kaizen Financial Strategies 0.48% Add +0.2% 2,685 $849K
Permit Capital, LLC 0.29% No change 2,685 $849K
Fortitude Advisory Group L.L.C. 0.51% Reduce -5.2% 2,684 $848K
Convergence Investment Partners, LLC 0.19% Reduce -0.0% 2,671 $844K
Aspen Wealth Strategies, LLC 0.54% Add +1.5% 2,669 $844K
Realta Investment Advisors 0.35% Add +49.4% 2,675 $843K
Thompson David Blair 0.61% — 2,666 $842K
Heritage Wealth Management, Inc. 0.28% No change 2,665 $842K
First Financial Bankshares Inc 0.02% Reduce -22.8% 2,663 $842K
Traveka Wealth, LLC 0.46% Add +1.9% 2,655 $839K
NorthStar Asset Management LLC 0.53% Reduce -5.0% 2,648 $837K
Ascentis Wealth Management, LLC 0.29% Add +9.8% 2,644 $836K
Founders Financial Alliance, LLC 0.23% Add +10.4% 2,638 $834K
LWM Advisory Services, LLC 0.58% Reduce -2.3% 2,644 $834K
SOL Capital Management CO 0.09% No change 2,629 $831K
Wealth Advisors of Iowa, LLC 0.42% Add +1.0% 2,620 $828K
Palogic Value Management, L.P. 0.34% No change 2,617 $827K
Trueblood Wealth Management, LLC 0.41% Reduce -0.5% 2,614 $826K
Invenio Wealth Partners LLC 0.35% Add +2.6% 2,614 $826K
Arcus Capital Partners, LLC 0.26% New 2,959 $826K
Uptick Partners, LLC 0.30% Add +2.9% 2,609 $825K
Finward Bancorp 0.71% — 2,608 $824K
Sunburst Financial Group, LLC 0.20% Add +2.0% 2,608 $824K
Cahaba Wealth Management, Inc. 0.07% Reduce -2.9% 2,607 $824K
Wolff Financial Management LLC 0.23% No change 2,604 $823K
Jmac Enterprises LLC 0.13% Add +2.2% 2,599 $821K
Garde Capital, Inc. 0.05% Add +6.6% 2,596 $820K
Fortitude Family Office, LLC 0.29% Add +69.2% 2,587 $818K
Diversified Portfolios, Inc. 0.09% Add +2.9% 2,583 $816K
St. Clair Advisors, LLC 0.23% No change 2,583 $816K
Nadler Financial Group, Inc. 0.09% Add +6.1% 2,576 $814K
Gradient Capital Advisors, LLC 0.26% Add +1.3% 2,576 $814K
Unified Investment Management 0.92% — 2,576 $814K
Foster Group, Inc. 0.03% Reduce -7.8% 2,575 $814K
Proathlete Wealth Management LLC 0.31% Reduce -0.1% 2,570 $813K
Eagle Strategies LLC 0.14% Add +2.5% 2,568 $811K
Invst, LLC 0.10% Add +0.6% 2,563 $810K
Up Strategic Wealth Investment Advisors LLC 0.81% Add +21.0% 2,560 $809K
Addison Advisors LLC 0.22% Reduce -2.0% 2,559 $809K
D. Scott Neal, Inc. 0.44% No change 2,550 $806K
Fairfield, Bush & Co. 0.47% Reduce -1.4% 2,549 $806K
Members Trust Co 0.03% Add +1.7% 2,539 $802K
RFP Financial Group LLC 0.31% Reduce -0.4% 2,537 $802K
Park Edge Advisors, LLC 0.23% Reduce -25.7% 2,534 $801K
CAP Partners, LLC 0.56% Reduce -0.1% 2,533 $800K
Sonoma Private Wealth LLC 1.29% Add +4.4% 2,533 $800K
BlackDiamond Wealth Management, LLC 0.46% Add +0.5% 2,530 $800K
One Wealth Map LLC 0.49% Reduce -9.3% 2,292 $799K
Creegan & Nassoura Financial Group, LLC 0.54% No change 2,526 $798K
Garden State Investment Advisory Services LLC 0.25% Reduce -2.8% 2,517 $798K
Marotta Asset Management 0.17% No change 2,535 $797K
Princeton Capital Management LLC 0.25% Add +4.4% 2,521 $797K
Charter Research & Investment Group, Inc. 0.61% No change 2,520 $796K
Sharp Wealth Advisory, LLC 0.60% Reduce -1.1% 2,520 $796K
Primoris Wealth Advisors, LLC 0.61% No change 2,515 $795K
Navellier & Associates Inc. 0.10% Reduce -1.4% 2,511 $794K
Financial Insights, Inc. 0.31% Reduce -32.5% 2,507 $792K
Raleigh Capital Management Inc. 0.31% Reduce -0.7% 2,506 $792K
O'Neil Global Advisors, Inc. 0.23% New 2,506 $792K
Peoples Financial Services Corp. 0.37% No change 2,504 $791K
Laraway Financial Advisors Inc 0.61% No change 2,500 $790K
Global Assets Advisory, LLC 0.43% Reduce -39.9% 2,504 $787K
Advyzon Investment Management, LLC 0.30% — 2,490 $787K
Millstone Evans Group, LLC 0.54% — 2,489 $787K
May Hill Capital, LLC 0.30% — 2,488 $786K
Tower Wealth Partners, Inc. 0.41% Add +1.8% 2,486 $786K
Tobias Financial Advisors, Inc. 0.16% Add +3.2% 2,484 $785K
LexAurum Advisors, LLC 0.16% Add +21.0% 2,483 $785K
Bremer Bank National Association 0.15% Reduce -4.0% 2,463 $778K
ZEGA Investments, LLC 0.23% — 2,357 $778K
Promethium Advisors,llc 0.53% Reduce -3.4% 2,459 $777K
PGIM Custom Harvest LLC 0.02% Add +12.2% 2,458 $777K
MPWM Advisory Solutions, LLC 0.57% — 2,455 $776K
Sage Capital Advisors,llc 0.20% Add +0.0% 2,453 $775K
Atalanta Sosnoff Capital, LLC 0.02% Reduce -1.4% 2,451 $775K
Curtis Advisory Group, LLC 0.20% No change 2,450 $774K
Wedge Capital Management L L P 0.01% No change 2,446 $773K
Merriman Wealth Management, LLC 0.03% Add +19.2% 2,444 $773K
TAGStone Capital, Inc. 0.38% Add +0.6% 2,441 $771K
Aveo Capital Partners, LLC 0.08% Reduce -5.8% 2,438 $771K
Consolidated Portfolio Review Corp 0.12% Add +15.5% 2,437 $770K
Tandem Capital Management Corp. 0.41% Reduce -8.8% 2,437 $770K
Copley Financial Group, Inc. 0.59% Add +8.4% 2,428 $767K
Moser Wealth Advisors, LLC 0.40% No change 2,425 $766K
Summit Financial Wealth Advisors, LLC 0.15% No change 2,215 $766K
Michels Family Financial, LLC 0.70% — 2,423 $766K
Centricity Wealth Management, LLC 0.71% — 2,422 $765K
Goldstein Advisors, LLC 0.11% Add +0.9% 2,405 $760K
SeaBridge Investment Advisors LLC 0.16% New 2,403 $759K
KG Capital Management 0.24% Reduce -55.2% 2,401 $759K
Trustmark Bank Trust Department 0.06% Reduce -0.4% 2,401 $759K
Warren Street Wealth Advisors, LLC 0.31% Add +9.1% 2,398 $758K
Winslow Capital Management, LLC 0.00% Reduce -22.1% 2,393 $756K
Revisor Wealth Management LLC 0.70% Reduce -44.2% 2,373 $756K
Vista Investment Partners Ii, LLC 0.45% — 2,392 $756K
Gator Capital Management, LLC 0.29% Add +4.6% 2,391 $756K
Rainier Family Wealth Inc. 0.91% — 2,388 $755K
Lodestar Private Asset Management LLC 0.09% No change 2,382 $753K
Blalock Williams, LLC 0.87% — 2,378 $752K
Biondo Investment Advisors, LLC 0.10% Reduce -3.1% 2,378 $752K
Act Wealth Management, LLC 0.35% No change 2,375 $751K
Sage Private Wealth Group, LLC 0.56% Reduce -0.9% 2,370 $749K
Cambridge Financial Group, LLC 0.32% No change 2,364 $747K
Grant/GrossMendelsohn, LLC 0.39% Reduce -1.6% 2,363 $747K
Rede Wealth, LLC 0.29% Reduce -1.6% 2,356 $745K
Towercrest Capital Management 0.12% No change 2,355 $744K
Winslow Asset Management Inc. 0.15% No change 2,350 $743K
Values Added Financial LLC 0.43% Reduce -3.6% 2,342 $740K
Armstrong Advisory Group, Inc. 0.06% Add +98.6% 2,342 $740K
Hemenway Trust Co LLC 0.06% Add +16.8% 2,340 $740K
Brass Tax Wealth Management, Inc. 0.16% Reduce -0.8% 2,339 $739K
Crestmont Private Wealth LLC 0.33% Reduce -4.5% 2,338 $739K
Evanson Asset Management, LLC 0.05% Reduce -0.0% 2,334 $738K
Rice Partnership, LLC 0.14% Reduce -2.7% 2,334 $738K
Lantz Financial LLC 0.20% Add +4.6% 2,333 $737K
Main Street Group, LTD 0.31% Reduce -6.6% 2,330 $736K
Requisite Capital Management, LLC 0.15% Reduce -0.3% 2,327 $735K
Bellevue Asset Management, LLC 0.38% Add +0.9% 2,325 $735K
Fearless Solutions, LLC dba Best Invest 0.56% — 2,312 $731K
Geneva Partners, LLC 0.30% Reduce -6.1% 2,311 $730K
Lewis Asset Management, LLC 0.56% Reduce -0.8% 2,310 $730K
Puzo Michael J 0.20% Reduce -19.9% 2,310 $730K
Yarger Wealth Strategies, LLC 0.42% Add +14.0% 2,309 $730K
Lifeworks Advisors, LLC 0.13% Add +7.9% 2,306 $729K
Trail Ridge Investment Advisors, LLC 0.35% Add +1.0% 2,300 $727K
Angeles Investment Advisors, LLC 0.03% Reduce -31.8% 2,296 $726K
Apeiron RIA LLC 0.20% Add +6.1% 2,293 $725K
Hirtle & Co., LLC 0.04% Add +1.3% 2,291 $724K
AlphaQ Advisors LLC 1.98% Add +0.7% 2,290 $724K
Puff Wealth Management, LLC 1.25% — 2,276 $719K
Frisch Financial Group, Inc. 0.22% Add +0.1% 2,274 $719K
Verity Asset Management, Inc. 0.40% Add +1.0% 2,506 $717K
Sax Wealth Advisors, LLC 0.06% Add +9.3% 2,264 $716K
Laurel Wealth Advisors LLC 0.11% No change 2,264 $716K
Acorn Financial Advisory Services Inc. 0.12% Add +0.9% 2,263 $715K
Ewa, LLC 0.27% Add +2.5% 2,261 $715K
Unionview, LLC 0.52% Reduce -1.5% 2,261 $715K
BCS Wealth Management 0.18% Reduce -0.2% 2,260 $714K
Catalyst Capital Advisors LLC 0.02% Add +21.7% 2,257 $713K
Coastwise Capital Group, LLC 0.57% Reduce -0.1% 2,257 $713K
Fairview Capital Investment Management, LLC 0.04% No change 2,255 $713K
ARS Wealth Advisors Group, LLC 0.10% Add +5.7% 2,251 $711K
Hemington Wealth Management 0.18% Add +5.6% 2,252 $711K
Operose Advisors LLC 0.24% Reduce -64.7% 2,247 $710K
Potentia Wealth 0.32% — 2,245 $709K
Matrix Private Capital Group LLC 0.40% No change 2,244 $709K
Bantamac Capital, LLC 0.32% Reduce -0.4% 2,242 $709K
Liberty One Investment Management, LLC 0.08% Reduce -6.3% 2,241 $708K
Blackston Financial Advisory Group, LLC 0.35% Add +7.9% 2,238 $708K
BridgePort Financial Solutions, LLC 0.32% — 1,986 $707K
Kilter Group LLC 0.46% — 2,233 $706K
Empirical Asset Management, LLC 0.23% Add +128.1% 113,750 $703K
OneAscent Wealth Management LLC 0.29% Add +11.7% 2,223 $703K
Global Strategic Investment Solutions, LLC 0.08% Reduce -4.8% 2,218 $701K
Veery Capital, LLC 0.27% Add +6.7% 2,212 $699K
Ssi Investment Management LLC 0.25% Reduce -0.1% 2,209 $698K
Amplius Wealth Advisors, LLC 0.07% Add +4.0% 2,209 $698K
Atlas Private Wealth Advisors 0.10% Add +0.1% 2,208 $698K
Clarendon Private LLC 0.73% — 2,201 $696K
Birinyi Associates Inc. 0.19% No change 2,200 $695K
Aristotle Capital Management, LLC 0.00% No change 2,200 $695K
SYM FINANCIAL Corp 0.09% Add +29.8% 2,194 $693K
Yelin Lapidot Holdings Management Ltd. 0.12% No change 2,187 $691K
Tranquilli Financial Advisor LLC 0.44% Reduce -17.0% 2,177 $688K
Family Capital Management, Inc. 0.41% Add +11.0% 2,172 $686K
NFSG Corp 0.18% Add +6.2% 2,166 $685K
Canvas Wealth Advisors, LLC 0.17% Add +3.2% 2,164 $684K
Oak Hill Wealth Advisors, LLC 0.16% — 2,163 $684K
Andina Capital Management, LLC 0.56% Reduce -1.9% 2,160 $683K
PCA Investment Advisory Services Inc. 0.31% Add +0.1% 2,145 $678K
Hamilton Capital, LLC 0.05% Add +7.6% 2,143 $677K
Granite Harbor Advisors, Inc. 0.37% Add +1.6% 2,143 $677K
LVM Capital Management Ltd. 0.07% Add +8.9% 2,143 $677K
Bellecapital International Ltd. 0.12% Reduce -12.6% 2,142 $677K
New Covenant Trust Company, N.A. 0.67% Reduce -0.3% 2,146 $677K
ORBA Wealth Advisors, L.L.C. 0.35% Reduce -4.9% 2,141 $677K
Crumly & Associates Inc. 0.18% Reduce -1.7% 2,136 $675K
Lincoln Capital LLC 0.14% Reduce -0.1% 2,130 $673K
Stelac Advisory Services LLC 0.26% Add +0.5% 2,124 $672K
CPC Advisors, LLC 0.09% Reduce -86.3% 2,126 $672K
Legacy Advisory Services, LLC 0.57% No change 2,123 $672K
Nixon Peabody Trust Co. 0.06% Reduce -30.7% 2,122 $671K
Murphy, Middleton, Hinkle & Parker, Inc. 0.38% Add +15.5% 2,121 $670K
Triad Wealth Partners, LLC 0.24% New 2,119 $670K
Integral Investment Advisors, Inc. 0.22% Reduce -3.9% 2,118 $669K
Fox Run Management, L.L.C. 0.12% Reduce -67.2% 2,112 $667K
Earned Wealth Advisors, LLC 0.21% Add +7.0% 2,107 $666K
Colonial River Investments, LLC 0.32% Add +3.1% 2,107 $666K
WFA Asset Management Corp 0.36% Add +0.2% 2,102 $664K
Cassady Schiller Wealth Management, LLC 0.24% Add +4.0% 2,100 $664K
Quad-Cities Investment Group, LLC 0.33% Reduce -0.1% 2,096 $662K
Park Square Financial Group, LLC 0.46% — 2,093 $661K
Riverview Trust Co 0.60% Add +0.3% 2,085 $659K
Steel Grove Capital Advisors, LLC 0.09% Reduce -19.2% 2,080 $657K
Capstone Investment Advisors, LLC 0.01% New 2,073 $655K
CoreFirst Bank & Trust 0.39% No change 2,070 $654K
Smith Group Asset Management, LLC 0.05% Reduce -20.3% 2,068 $654K
City State Bank 0.23% Reduce -4.8% 2,067 $653K
FCG Investment Co 0.40% Add +12.5% 2,063 $652K
Ipsen Advisor Group LLC 0.56% — 2,059 $651K
Kelleher Financial Advisors 0.25% Add +57.1% 2,057 $650K
Cerro Pacific Wealth Advisors LLC 0.21% Add +16.3% 2,361 $649K
RAM Investment Partners, LLC 0.16% Add +7.5% 2,046 $647K
Westhampton Capital, LLC 0.33% Reduce -1.7% 2,045 $646K
Dravo Bay LLC 0.31% Add +10.6% 2,043 $646K
Renaissance Technologies 0.00% Reduce -88.5% 2,017 $645K
Paradigm Asset Management Co. LLC 0.18% Add +142.9% 2,040 $645K
Center for Financial Planning, Inc. 0.09% Add +34.5% 2,033 $643K
Saxon Interests, Inc. 0.28% Add +16.4% 2,031 $642K
RKL Wealth Management LLC 0.06% Reduce -0.6% 2,030 $641K
Members Wealth LLC 0.48% — 1,820 $640K
BlueChip Wealth Advisors LLC 0.35% Reduce -27.1% 2,022 $639K
Newport Capital Group, LLC 0.47% Reduce -2.7% 2,021 $639K
Collective Family Office LLC 0.17% Reduce -1.7% 2,019 $638K
Andrew Hill Investment Advisors, Inc. 0.47% Add +0.1% 2,009 $635K
JNBA Financial Advisors 0.06% Reduce -3.6% 2,008 $635K
denkapparat Operations GmbH 0.94% — 2,004 $633K
Whipplewood Advisors, LLC 0.36% — 2,004 $633K
Worth Asset Management, LLC 0.34% Add +4.1% 2,003 $633K
Truepoint, Inc. 0.02% Reduce -0.3% 2,002 $633K
Client 1ST Advisory Group, LLC 0.24% Reduce -2.1% 2,001 $633K
Pinnacle Investment Management Ltd 0.46% — 2,000 $632K
Freemont Management S.A. 0.31% No change 2,000 $632K
Ames National Corp. 0.43% — 1,999 $632K
Hixon Zuercher, LLC 0.24% No change 1,991 $629K
Pine Harbor Wealth Management, LLC 0.25% Add +0.1% 1,986 $628K
Western Pacific Wealth Management, LP 0.51% Add +20.4% 1,986 $628K
Sandy Cove Advisors, LLC 0.25% Add +17.0% 1,984 $627K
Black Diamond Financial, LLC 0.09% Add +11.7% 1,982 $626K
Vantage Financial Partners, LLC 0.16% Reduce -0.1% 1,981 $626K
Nabity-Jensen Investment Management Inc 0.47% No change 1,980 $626K
Stonebridge Financial Group, LLC 0.07% — 1,980 $626K
Howard Financial Services, LTD. 0.08% Add +114.0% 1,971 $623K
Oregon Pacific Wealth Management, LLC 0.61% — 1,971 $623K
Spectrum Asset Management, Inc. (NB/CA) 0.28% Add +0.1% 1,971 $623K
West Oak Capital, LLC 0.33% No change 1,970 $623K
Key Financial Inc 0.14% Reduce -1.4% 1,970 $623K
Vivid Wealth Management, LLC 0.32% Reduce -3.8% 1,969 $622K
Clifford Group, LLC 0.47% No change 1,968 $622K
Maripau Wealth Management LLC 0.37% New 1,964 $621K
Wintrust Investments LLC 0.55% Reduce -24.7% 1,961 $620K
Total Wealth Planning & Management, Inc. 0.61% — 1,959 $619K
M3 Advisory Group, LLC 0.44% Add +1.9% 1,958 $619K
Cookson Peirce & Co. Inc. 0.03% Add +100.4% 1,958 $619K
Royal Fund Management, LLC 0.07% Add +65.5% 1,956 $618K
Studio Investment Management LLC 0.13% Reduce -0.3% 1,956 $618K
Wayfinding Financial, LLC 0.33% New 1,950 $616K
Fortis Capital Advisors, LLC 0.21% Reduce -0.5% 2,228 $616K
Alpha Zero LLC 0.47% — 1,943 $614K
Blue Investment Partners LLC 0.22% No change 1,935 $612K
James J. Burns & Company, LLC 0.11% Add +0.1% 1,932 $611K
Lord & Richards Wealth Management, LLC 1.29% — 1,933 $611K
Legacies Wealth LLC 0.47% No change 1,928 $609K
Stevens Capital Management LP 0.24% Reduce -76.0% 1,913 $605K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -9.4% 1,915 $605K
Monarch Capital Management Inc. 0.17% No change 1,911 $604K
Rollins Financial Advisors, LLC 0.09% Reduce -7.2% 1,911 $604K
Obsidian Personal Planning Solutions LLC 0.29% Add +0.7% 1,763 $602K
Haven Private, LLC 0.34% — 1,904 $602K
Burr Financial Services, LLC 0.40% Reduce -5.0% 1,895 $599K
Mason & Associates Inc 0.14% Add +2.7% 1,895 $599K
Investmark Advisory Group LLC 0.29% Reduce -23.8% 1,894 $599K
Charter Oak Capital Management, LLC 0.06% Add +3.6% 1,893 $598K
JPL Wealth Management, LLC 0.17% — 1,892 $598K
Householder Group Estate & Retirement Specialist, LLC 0.45% Reduce -64.9% 1,895 $598K
Bouchey Financial Group, Ltd. 0.05% Add +17.8% 1,891 $597K
Hudock, Inc. 0.10% Add +0.1% 1,878 $594K
Well Done, LLC 0.11% No change 2,155 $593K
MKT Advisors LLC 0.26% Add +0.5% 1,852 $592K
Ontario Teachers Pension Plan Board 0.01% Reduce -49.2% 1,873 $592K
Physician Wealth Advisors, Inc. 0.10% Reduce -1.9% 1,870 $591K
Barnes Pettey Financial Advisors, LLC 0.45% No change 1,862 $588K
Insight Wealth Strategies, LLC 0.08% Add +2.9% 1,860 $588K
EdgeRock Capital LLC 0.38% Reduce -4.7% 1,857 $587K
Facet Wealth, Inc. 0.02% Reduce -3.7% 1,685 $586K
Emerald Advisors, LLC 0.08% Add +1.4% 1,855 $586K
Holos Integrated Wealth LLC 0.40% — 1,854 $586K
McGuire Investment Group, LLC 0.08% No change 1,850 $585K
Jeppson Wealth Management, LLC 0.21% Reduce -0.3% 1,847 $584K
St. Nicholas Private Asset Management, Inc. 0.52% — 1,845 $583K
Mosaic Family Wealth Partners, LLC 0.08% Add +21.1% 1,844 $583K
Cannon Wealth Management Services, LLC 0.50% Reduce -7.2% 1,685 $583K
Ruggaard & Associates LLC 0.25% Reduce -13.7% 1,835 $580K
Wealthquest Corp 0.05% Add +4.4% 1,835 $580K
Ellenbecker Investment Group 0.10% Add +4.8% 1,834 $580K
Safe Harbor Fiduciary, LLC 0.59% Add +0.1% 1,834 $580K
Pennington Partners & Co., LLC 0.29% — 1,830 $578K
Paladin Advisory Group, LLC 0.44% No change 1,827 $577K
Cairn Investment Group, Inc. 0.34% Reduce -0.6% 1,822 $576K
Financial Alternatives, Inc 0.41% Add +0.1% 1,818 $574K
Element Wealth, LLC 0.30% Add +0.1% 1,816 $574K
WPG Advisers, LLC 0.53% — 1,814 $573K
Parcion Private Wealth LLC 0.04% No change 1,811 $572K
Rodgers Brothers Inc. 0.07% No change 1,807 $571K
Insight Advisors, LLC/ PA 0.10% Reduce -0.7% 1,808 $571K
MFA Wealth Services 0.46% — 1,805 $570K
Caxton Associates LP 0.02% Reduce -63.7% 1,804 $570K
Burt Wealth Advisors 0.14% Add +7.4% 1,803 $570K
Nova Wealth Management, Inc. 0.49% — 1,798 $568K
Next Capital Management LLC 0.23% Add +37.5% 1,798 $568K
Holistic Financial Partners 0.28% Reduce -4.3% 1,796 $568K
Oder Investment Management, LLC 0.47% No change 1,794 $567K
Balentine LLC 0.02% Reduce -18.0% 1,793 $567K
Severin Investments, LLC 0.56% — 1,791 $566K
Talisman Wealth Advisors LLC 0.60% Reduce -1.9% 1,790 $566K
Reyes Financial Architecture, Inc. 0.44% — 1,789 $565K
CLG LLC 0.20% — 1,783 $564K
Apella Capital, LLC 0.02% Reduce -0.2% 1,782 $563K
Wealth Dimensions Group, Ltd. 0.14% Add +11.8% 1,782 $563K
Clarity Wealth Development LLC 0.61% — 1,643 $561K
Mainsail Asset Management, LLC 0.39% No change 1,775 $561K
Guardian Partners Inc. 0.06% — 1,794 $561K
Sherman Asset Management, Inc. 0.51% — 1,773 $560K
Hall Laurie J Trustee 0.18% No change 1,776 $560K
Park Capital Management, LLC / WI 0.67% — 1,768 $559K
Pullen Investment Management, LLC 0.36% Add +7.0% 1,765 $558K
Breakthru Advisory Services, LLC 0.50% — 1,763 $557K
Hoxton Planning & Management, LLC 0.21% Add +1.1% 1,763 $557K
Gateway Wealth Partners, LLC 0.14% Add +26.4% 1,763 $557K
Cedar Wealth Management, LLC 0.20% Reduce -1.1% 1,758 $556K
Private Client Services, LLC 0.30% Reduce -1.8% 1,756 $555K
International Private Wealth Advisors LLC 0.55% Add +103.1% 1,751 $553K
Leigh Baldwin & Co., LLC 0.47% — 1,750 $553K
Clear Point Advisors Inc. 0.47% Reduce -2.7% 1,749 $553K
Midwest Financial Group LLC 0.32% Add +1.4% 1,743 $551K
Second Half Financial Partners, LLC 0.27% New 1,743 $551K
Planning Center, Inc. 0.07% Reduce -0.7% 1,742 $551K
Sagace Wealth Management LLC 0.41% Add +10.5% 1,737 $549K
Persium Advisors, LLC 0.54% — 1,736 $549K
Eagle Bay Advisors LLC 0.34% Reduce -11.6% 1,731 $547K
Abel Hall, LLC 0.35% Add +8.3% 1,731 $547K
CM Wealth Advisors LLC 0.18% No change 1,727 $546K
Drake & Associates, LLC 0.15% Add +52.3% 1,563 $544K
Heck Capital Advisors, LLC 0.06% Reduce -0.3% 1,720 $544K
Running Point Capital Advisors, LLC 0.19% Add +18.5% 1,715 $542K
Smith Shellnut Wilson LLC 0.24% Add +3.9% 1,712 $541K
CVFG LLC 0.49% — 1,704 $539K
JBR Co Financial Management Inc 0.33% Reduce -0.6% 1,701 $538K
WealthPlan Investment Management, LLC 0.05% Reduce -16.5% 1,701 $538K
Luts & Greenleigh Group, Inc. 0.53% Add +2.5% 1,700 $537K
Motive Wealth Advisors 0.29% Add +10.4% 1,700 $537K
Menora Mivtachim Holdings LTD. 0.00% No change 1,700 $537K
Mascoma Wealth Management LLC 0.13% Add +10.1% 1,697 $536K
Oarsman Capital, Inc. 0.09% Add +1.9% 1,697 $536K
JTC Employer Solutions Trustee Ltd 0.04% No change 1,700 $536K
Hofer & Associates. Inc 0.36% No change 1,693 $535K
Redwood Financial Network Corp 0.40% No change 1,693 $535K
Consilio Wealth Advisors, LLC 0.22% Add +3.7% 1,690 $534K
Versor Investments LP 0.09% New 1,689 $534K
M. Kraus & Co 0.16% Reduce -2.1% 1,683 $532K
Intergy Private Wealth, LLC 0.20% Add +4.2% 1,677 $530K
Seed Wealth Management, Inc. 0.43% No change 1,674 $529K
Sollinda Capital Management LLC 0.14% New 1,668 $527K
Total Clarity Wealth Management, Inc. 0.17% Add +6.4% 1,668 $527K
Carr Financial Group Corp 0.17% Add +0.6% 1,666 $526K
Safeguard Financial, LLC 0.11% Add +14.9% 1,661 $525K
Legend Financial Advisors, Inc. 0.37% Add +1558.0% 1,658 $524K
Shufro Rose & Co. LLC 0.04% Add +0.1% 1,653 $522K
Garrett Wealth Advisory Group, LLC 0.12% Add +65.8% 1,650 $522K
Sylvest Advisors, LLC 0.32% — 1,650 $521K
Disciplined Investors, L.L.C. 0.50% — 1,692 $519K
Narus Financial Partners, LLC 0.18% Add +53.5% 1,643 $519K
RPS Advisory Solutions LLC 0.32% No change 1,640 $518K
Cascade Financial Partners, LLC 0.07% Reduce -1.7% 1,637 $517K
Highland Financial Advisors, LLC 0.18% Add +72.4% 1,636 $517K
Cohen & Steers, Inc. 0.00% Add +5.3% 1,635 $517K
OmniStar Financial Group, Inc. 0.42% Reduce -37.5% 1,631 $516K
Donald L. Hagan, LLC 0.27% Add +19.6% 1,633 $516K
Probity Advisors, Inc. 0.10% Reduce -8.4% 1,632 $516K
Breed's Hill Capital LLC 0.27% Add +124.0% 1,631 $515K
Abacus Planning Group, Inc. 0.09% Add +8.1% 1,630 $515K
Capital Investment Counsel, LLC 0.09% Add +5.8% 1,629 $515K
KFG Wealth Management, LLC 0.10% Reduce -20.5% 1,624 $513K
Richard W. Paul & Associates, LLC 0.19% Reduce -4.4% 1,624 $513K
Womack Financial LLC 0.46% — 1,623 $513K
Verum Partners LLC 0.15% Add +4.0% 1,622 $513K
Divergent Planning, LLC 0.18% No change 1,666 $513K
Grant Street Asset Management, Inc. 0.13% Add +0.2% 1,622 $513K
Parthenon LLC 0.06% Add +19.6% 1,617 $511K
Vaughan David Investments LLC 0.01% Reduce -0.3% 1,614 $510K
AJ Advisors, LLC 0.26% Add +2.8% 1,614 $510K
Contravisory Investment Management, Inc. 0.11% Reduce -5.0% 1,612 $509K
Capital Advisory Group Advisory Services, LLC 0.18% No change 1,611 $509K
Factor Wealth Management LTD 0.17% — 1,604 $507K
Mosley Wealth Management 0.31% Add +9.3% 1,506 $506K
Militia Capital Partners, LP 0.48% — 1,600 $506K
Acorn Creek Capital LLC 0.26% Add +31.5% 1,596 $504K
Woodley Farra Manion Portfolio Management Inc. 0.03% No change 1,596 $504K
Community Bank & Trust, Waco, Texas 0.12% Reduce -1.7% 1,595 $504K
Insight Inv LLC 0.35% New 1,593 $503K
Aspen Grove Capital, LLC 0.11% Add +0.3% 1,591 $503K
Forefront Wealth Partners, LLC 0.37% — 1,591 $503K
Exchange Bank 0.40% Reduce -1.0% 1,588 $502K
Sippican Capital Advisors 0.37% No change 1,587 $502K
Eagle Wealth Strategies LLC 0.36% Add +5.4% 1,580 $499K
VeraBank, N.A. 0.14% Add +3.1% 1,579 $499K
Creative Financial Designs Inc. 0.04% Reduce -16.8% 1,576 $498K
Phillips Financial Management, LLC 0.04% Add +4.8% 1,572 $497K
Future Financial Wealth Managment LLC 0.36% No change 1,570 $496K
New Insight Wealth Advisors 0.25% Reduce -4.4% 1,570 $496K
Nova R Wealth, Inc. 0.25% Reduce -3.4% 1,570 $496K
Twin Peaks Wealth Advisors, LLC 0.21% Add +8.4% 1,568 $496K
Carolinas Wealth Consulting LLC 0.10% Reduce -0.4% 1,567 $495K
Compass Capital Corp. /Ma/ 0.19% — 1,548 $493K
Redhawk Wealth Advisors, Inc. 0.07% No change 1,558 $493K
Yoder Wealth Management, Inc. 0.27% Reduce -1.2% 1,558 $492K
Morey & Quinn Wealth Partners, LLC 0.42% — 1,557 $492K
Security National Bank of So Dak 0.27% Reduce -0.6% 1,553 $491K
Moment Partners, LLC 0.09% — 1,553 $491K
Sunbeam Capital Management, LLC 0.46% — 1,553 $491K
Mowery & Schoenfeld Wealth Management, LLC 0.95% Add +8.2% 1,552 $490K
Firethorn Wealth Partners, LLC 0.24% Add +4.3% 1,551 $490K
Mason Investment Advisory Services, Inc. 0.03% Reduce -0.6% 1,551 $490K
Wealth Management Nebraska 0.08% — 1,549 $490K
Chesapeake Wealth Management 0.17% Reduce -2.8% 1,547 $489K
STAR Financial Bank 0.35% Reduce -46.5% 1,546 $489K
Aletheian Wealth Advisors LLC 0.29% Add +2.5% 1,544 $488K
Permanens Capital L.P. 0.09% No change 1,543 $488K
Mfa Wealth Advisors, LLC 0.12% Reduce -21.6% 1,541 $487K
Stage Harbor Financial, LLC 0.42% Reduce -2.5% 1,538 $486K
Brighton Securities Corp. 0.24% — 1,537 $486K
One Plus One Wealth Management, LLC 0.29% No change 1,536 $486K
Beirne Wealth Consulting Services, LLC 0.17% No change 1,535 $485K
Legacy Capital Group California, Inc. 0.15% Add +7.2% 1,534 $485K
Cherrydale Wealth Management, LLC 0.19% Add +0.7% 1,533 $485K
Smith & Howard Wealth Management, LLC 0.14% No change 1,533 $484K
Rosenberg Matthew Hamilton 0.13% Reduce -6.4% 1,532 $484K
Oliver Lagore Vanvalin Investment Group 0.12% No change 1,530 $484K
Gilman Hill Asset Management, LLC 0.08% No change 1,530 $484K
Cynosure Group, LLC 0.07% Reduce -38.3% 1,526 $482K
Financial Security Advisor, Inc. 0.12% Reduce -1.2% 1,525 $482K
Carrera Capital Advisors 0.11% Add +3.7% 1,525 $482K
Family Firm, Inc. 0.11% Reduce -8.8% 1,519 $480K
Northstar Advisory Group, LLC 0.24% Add +47.1% 1,515 $479K
MinichMacGregor Wealth Management, LLC 0.10% Add +32.7% 1,513 $478K
Westfuller Advisors, LLC 0.30% Reduce -5.0% 1,509 $477K
Meridian Wealth Partners, LLC 0.07% Reduce -2.5% 1,507 $476K
Presilium Private Wealth, LLC 0.11% Add +2.2% 1,503 $475K
FreeGulliver LLC 0.25% Add +9.2% 1,501 $475K
Ring Mountain Capital, LLC 0.32% — 1,499 $474K
Seldon Capital LP 0.19% No change 1,496 $473K
Frederick Financial Consultants, LLC 0.38% — 1,495 $473K
WESPAC Advisors, LLC 0.35% Add +0.1% 1,494 $472K
Whitaker-Myers Wealth Managers, LTD. 0.14% Add +98.0% 1,493 $472K
Planned Solutions, Inc. 0.19% Reduce -10.8% 1,492 $471K
Maple Capital Management, Inc. 0.03% Add +37.6% 1,490 $471K
Beacon Capital Management, LLC 0.06% Reduce -8.4% 1,490 $471K
SFG Wealth Management, LLC. 0.25% Reduce -93.0% 1,482 $468K
Defined Financial Planning LLC 0.50% — 1,480 $468K
Defined Wealth Management, LLC 0.31% Add +0.1% 1,479 $467K
Bluespring Wealth Management, LLC 0.05% Reduce -27.9% 1,474 $466K
Global Endowment Management, LP 0.06% Reduce -15.1% 1,470 $465K
Schwartz Investment Counsel Inc. 0.02% No change 1,470 $465K
Echo45 Advisors LLC 0.30% Reduce -1.7% 1,474 $464K
Fortem Financial Group, LLC 0.18% No change 1,468 $464K
Fortis Advisors, LLC 0.30% Add +7.3% 1,468 $464K
Falcon Wealth Planning 0.05% Add +5.4% 1,468 $464K
Marco Investment Management LLC 0.04% Reduce -0.5% 1,466 $463K
OneAscent Family Office, LLC 0.84% — 1,458 $461K
Montis Financial, LLC 0.14% Add +7.3% 1,458 $461K
TFC Financial Management, Inc. 0.07% Reduce -10.1% 1,453 $459K
JFG Wealth Management, LLC 0.11% Add +6.5% 1,451 $459K
Muirfield Wealth Advisors LLC 0.38% Add +1.6% 1,446 $457K
Genesis Private Wealth, LLC 0.25% — 1,442 $456K
Darden Wealth Group Inc 0.31% Add +4.0% 1,441 $455K
Marquette Asset Management, LLC 0.07% No change 1,440 $455K
Crescent Grove Advisors, LLC 0.04% Add +2.2% 1,437 $454K
United Bank 0.19% Reduce -1.8% 1,437 $454K
Lockerman Financial Group, Inc. 0.77% Reduce -3.5% 1,436 $454K
High Net Worth Advisory Group LLC 0.13% No change 1,436 $454K
Abacus Wealth Partners, LLC 0.07% Reduce -14.4% 1,435 $454K
Prudent Investors Network, Inc. 0.13% Add +11.1% 1,433 $453K
M.E. Allison & Co., Inc. 0.50% — 1,431 $452K
Advisors Management Group Inc. 0.11% Reduce -1.0% 1,428 $451K
MBM Wealth Consultants, LLC 0.13% Reduce -2.2% 1,434 $451K
Lakeridge Wealth Management LLC 0.23% Add +0.6% 1,426 $451K
LongView Wealth Management 0.14% Reduce -0.1% 1,420 $449K
111 Capital 0.09% — 1,419 $448K
Walkner Condon Financial Advisors LLC 0.09% Add +3.2% 1,419 $448K
Index Fund Advisors, Inc. 0.02% Reduce -0.4% 1,414 $447K
Discipline Wealth Solutions, LLC 0.21% Add +6.7% 1,412 $446K
LJI Wealth Management, LLC 0.09% No change 1,412 $446K
Pathway Financial Advisors LLC 0.10% No change 1,411 $446K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +13.7% 1,408 $445K
Iams Wealth Management, LLC 0.20% Reduce -4.8% 1,404 $444K
WestHill Financial Advisors, Inc. 0.10% Reduce -3.3% 1,403 $443K
Pps&v Asset Management Consultants, Inc. 0.30% Reduce -1.0% 1,402 $443K
Creative Capital Management Investments LLC 0.18% Reduce -1.8% 1,400 $442K
Martin Investment Management, LLC 0.12% No change 1,400 $442K
Westshore Wealth, LLC 0.18% Add +0.1% 1,400 $442K
Capital A Wealth Management, LLC 0.73% — 1,391 $440K
Accel Wealth Management 0.17% Add +0.4% 1,387 $438K
Wealthstream Advisors, Inc. 0.08% Add +14.3% 1,384 $437K
Elite Life Management LLC 1.29% Reduce -0.2% 1,382 $437K
Tennessee Valley Asset Management Partners 0.07% Reduce -8.3% 1,381 $437K
Independent Investors Inc. 0.09% No change 1,380 $436K
Goldstream Capital Management Ltd 0.18% Reduce -65.0% 1,379 $436K
Peddock Capital Advisors, LLC 0.10% No change 1,378 $436K
Berkshire Money Management, Inc. 0.05% New 1,377 $435K
StoneCrest Wealth Management, Inc. 0.28% No change 1,376 $435K
Sterling Group Wealth Management, LLC 0.23% No change 1,374 $434K
Bison Wealth, LLC 0.05% — 1,373 $434K
Cooper/Haims Advisors, LLC 0.25% Reduce -5.5% 1,372 $434K
Long Run Wealth Advisors, LLC 0.10% Reduce -8.8% 1,372 $434K
One Day In July LLC 0.05% Reduce -27.0% 1,370 $433K
Saturna Capital Corp. 0.01% Add +22.8% 1,369 $433K
Almanack Investment Partners, LLC. 0.07% Add +1.7% 1,366 $432K
Abound Financial, LLC 0.22% — 1,363 $431K
Riversedge Advisors, LLC 0.10% Add +14.4% 1,362 $430K
Glass Jacobson Investment Advisors llc 0.14% Add +1.0% 1,360 $430K
PrairieView Partners, LLC 0.04% No change 1,357 $429K
Goldstone Financial Group, LLC 0.07% Add +10.6% 1,355 $428K
Financial Perspectives, Inc 0.14% Add +11.4% 1,353 $428K
Sovereign Investment Advisors, LLC 0.13% New 1,343 $424K
Roberts Financial Services LLC 0.08% Reduce -3.6% 1,343 $424K
Wagner Wealth Management, LLC 0.11% Add +9.9% 1,342 $424K
Western Financial Corp 0.23% Add +27.4% 1,340 $423K
Financial Council, LLC 0.22% No change 1,332 $421K
Cim, LLC 0.06% Add +0.1% 1,328 $420K
Gibson Capital, LLC 0.09% Add +0.4% 1,327 $419K
CSM Advisors, LLC 0.02% Add +31.2% 1,330 $419K
Aberdeen Wealth Management LLC 0.29% Reduce -3.6% 1,326 $419K
Broadway Wealth Solutions, Inc. 0.32% — 1,325 $419K
Ullmann Wealth Partners Group, LLC 0.05% Add +20.0% 1,324 $418K
Seamount Financial Group Inc. 0.29% No change 1,322 $418K
Horan Securities, Inc. 0.16% Add +3.9% 1,318 $417K
Stegent Equity Advisors, Inc. 0.42% Add +18.3% 1,317 $416K
Tuttle Capital Management, LLC 2.13% Add +34.4% 1,312 $415K
Solano Wealth Investment Advisors LLC 0.25% — 1,305 $412K
Franklin Street Advisors Inc. 0.03% Reduce -5.8% 1,304 $412K
Orser Capital Management, LLC 0.28% No change 1,302 $411K
Prism Advisors, Inc. 0.12% No change 1,302 $411K
Compound Global Advisors, LLC 1.67% — 1,300 $411K
Blue Oak Capital, LLC 0.25% — 1,300 $411K
Nia Impact Advisors, LLC 0.13% No change 1,300 $411K
Optivise Advisory Services LLC 0.22% Add +9.6% 1,298 $410K
Prospect Financial Services LLC 0.22% No change 1,298 $410K
Greenwich Wealth Management LLC 0.03% Add +2.7% 1,296 $410K
MBA Advisors LLC 0.21% Add +0.3% 1,296 $410K
Manske Wealth Management 0.16% — 1,293 $409K
Braun-Bostich & Associates Inc. 0.29% Reduce -2.8% 1,292 $408K
Precedent Wealth Partners, LLC 0.13% Reduce -9.8% 1,292 $408K
Alley Investment Management Company, LLC 0.05% Add +1.8% 1,291 $408K
Caerus Investment Advisors, LLC 0.38% No change 1,284 $406K
WestEnd Advisors, LLC 0.01% Reduce -7.6% 1,283 $405K
Turning Point Benefit Group, Inc. 0.39% — 1,321 $405K
New Wave Wealth Advisors LLC 0.17% Reduce -4.3% 1,282 $405K
BOK Financial Private Wealth, Inc. 0.03% Reduce -11.8% 1,281 $405K
Waterford Advisors, LLC 0.21% Reduce -1.9% 1,280 $405K
Finivi Inc. 0.32% Reduce -1.2% 1,279 $404K
Patriot Investment Management Group, Inc. 0.03% Reduce -17.3% 1,275 $403K
First City Capital Management, Inc. 0.21% Add +0.1% 1,273 $402K
Fusion Capital, LLC 0.16% Reduce -3.0% 1,272 $402K
Waypoint Wealth Partners Inc. 0.11% Reduce -16.0% 1,271 $402K
GW&K Investment Management, LLC 0.00% Add +4.3% 1,269 $401K
Syntax Research, Inc. 0.29% Add +0.1% 1,269 $401K
17 Capital Partners, LLC 0.25% Add +21.7% 1,263 $399K
Sittner & Nelson, LLC 0.17% Add +1.0% 1,262 $399K
TTP Investments, Inc. 0.14% Add +51.6% 1,261 $399K
Barings LLC 0.01% Add +14.8% 1,261 $399K
WMG Financial Advisors, LLC 0.17% Add +22.0% 1,260 $398K
LifeWealth Investments, LLC 0.26% — 1,259 $398K
VanderPol Investments L.L.C. 0.87% Reduce -0.2% 1,258 $398K
Grey Ledge Advisors, LLC 0.10% Add +1.9% 1,256 $397K
Arvest Bank Trust Division 0.02% Add +4.6% 1,251 $395K
Kintra Wealth, LLC 0.28% Reduce -2.7% 1,250 $395K
Vision Financial Markets LLC 0.43% — 1,250 $395K
Baker Boyer National Bank 0.14% Reduce -6.6% 1,250 $395K
Capital Management Associates, Inc 0.15% Add +0.1% 1,248 $395K
Centiva Capital, LP 0.01% Reduce -95.1% 1,248 $394K
Austin Asset Management Co Inc 0.08% Reduce -0.8% 1,248 $394K
Sonata Capital Group Inc. 0.16% No change 1,247 $394K
Klingenstein Fields & Co. LP 0.02% Reduce -6.0% 1,245 $393K
Banco BTG Pactual S.A. 0.09% New 1,248 $392K
Whelan Financial 0.15% Add +51.2% 1,241 $392K
Indie Asset Partners, LLC 0.31% Reduce -50.5% 1,241 $392K
BIP Alliance, LLC 0.17% — 1,241 $392K
Swisher Financial Concepts, Inc. 0.46% Reduce -50.8% 1,239 $392K
Triton Wealth Management, PLLC 0.20% Add +17.7% 1,277 $391K
Kellett Wealth Advisors, LLC 0.27% Add +3.0% 1,232 $389K
Timonier Family Office, LTD. 0.20% — 1,231 $389K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.1% 1,227 $388K
Tiller Private Wealth, Inc. 0.16% Reduce -1.1% 1,227 $388K
Investment Management Corp. /Va/ 0.35% — 1,226 $388K
Philip James Wealth Mangement, LLC 0.05% Add +12.7% 1,226 $388K
Taika Capital, LP 0.30% New 1,225 $387K
Thompson Davis & Co., Inc. 0.25% Add +3.7% 1,222 $386K
Covestor Ltd 0.24% Reduce -0.1% 1,219 $386K
KFA Private Wealth Group, LLC 0.16% Add +1.1% 1,215 $384K
Keb Asset Management, LLC 0.11% Reduce -7.8% 1,214 $384K
Councilor Wealth, LLC 0.18% Add +0.1% 1,212 $383K
Measured Wealth Private Client Group, LLC 0.12% Add +1.0% 1,212 $383K
Arkfeld Wealth Strategies, L.L.C. 0.18% No change 1,246 $382K
Powers Advisory Group, LLC 0.19% Add +7.2% 1,207 $382K
Wealth Advisors of Tampa Bay, LLC 0.16% Add +1.7% 1,203 $380K
Stanley-Laman Group, Ltd. 0.05% Reduce -0.3% 1,202 $380K
Next Level Wealth Planning, LLC 0.30% — 1,201 $380K
C2C Wealth Management, LLC 0.35% No change 1,200 $379K
Graney & King, LLC 0.29% — 1,200 $379K
Courage Miller Partners, LLC 0.13% No change 1,200 $379K
First Business Financial Services, Inc. 0.04% No change 1,200 $379K
O'ROURKE & COMPANY, Inc 0.19% Reduce -14.8% 1,200 $379K
Global Financial Private Client, LLC 0.14% Add +2.0% 1,197 $378K
Plotkin Financial Advisors, LLC 0.22% Reduce -0.2% 1,197 $378K
Centennial Bank 0.18% No change 1,195 $378K
Destiny Wealth Partners, LLC 0.06% Add +12.8% 1,194 $377K
Optimize Financial Inc. 0.28% — 1,193 $377K
Apollon Financial, LLC 0.09% Add +10.9% 1,192 $377K
Virtus Investment Advisers, LLC 0.30% Reduce -14.4% 1,192 $377K
Heritage Investment Group, Inc. 0.07% Reduce -2.3% 1,190 $376K
Freedom Day Solutions, LLC 0.11% Add +3.2% 1,188 $375K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -14.6% 1,185 $375K
Armstrong, Fleming & Moore, Inc 0.23% Add +17.2% 1,184 $374K
Ellis Investment Partners, LLC 0.07% Add +0.2% 1,184 $374K
Beacon Bridge Wealth Partners, LLC 0.16% No change 1,183 $374K
Private Management Group Inc. 0.01% No change 1,182 $374K
Scarborough Advisors, LLC 0.05% Add +15.4% 1,182 $373K
Harrington Investments, INC 0.21% Add +42.5% 1,181 $373K
Pure Portfolios Holdings LLC 0.14% Reduce -2.9% 1,181 $373K
Summa Corp. 0.18% No change 1,179 $373K
Stewardship Advisors, LLC 0.10% Add +21.1% 1,175 $371K
Guardian Investment Management 0.26% Reduce -19.6% 9,280 $371K
Texas Capital Bancshares Inc 0.15% Add +0.4% 1,174 $371K
Embree Financial Group 0.06% Reduce -10.0% 1,171 $370K
Kercheville Advisors, LLC 0.14% Reduce -14.6% 1,170 $370K
Ascent Capital Management, LLC 0.38% — 1,168 $369K
Greenspring Advisors, LLC 0.08% Reduce -8.3% 1,166 $369K
Aurora Private Wealth, Inc. 0.28% Add +3.6% 1,166 $368K
Financial Advisors Network, Inc. 0.06% — 1,164 $368K
Forza Wealth Management, LLC 0.17% Add +2.9% 1,164 $368K
First Financial Group Corp 0.41% — 1,160 $367K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Add +1.3% 1,157 $366K
Bell Investment Advisors, Inc 0.07% Add +8.9% 1,156 $365K
NovaPoint Capital, LLC 0.11% No change 1,153 $364K
O'Dell Group, LLC 0.08% No change 1,152 $364K
Asset Allocation & Management Company, LLC 0.20% New 1,150 $363K
MPS Loria Financial Planners, LLC 0.11% Add +0.3% 1,145 $362K
Harvest Investment Services, LLC 0.09% New 1,139 $360K
Elevatus Welath Management 0.12% Add +0.1% 1,139 $360K
Essex LLC 0.08% No change 1,138 $360K
Finer Wealth Management, Inc. 0.21% Reduce -12.9% 1,137 $359K
WealthTrust Axiom LLC 0.11% No change 1,136 $359K
McCarthy & Cox 0.12% Add +0.1% 1,135 $359K
Peoples Bank 0.21% Reduce -24.0% 1,135 $359K
Momentous Wealth Management, Inc. 0.30% — 1,135 $359K
Pacific Sun Financial Corp 0.19% No change 1,131 $357K
Woodard & Co. Asset Management Group Inc. 0.08% Reduce -18.6% 1,130 $357K
Integrity Financial Corp 0.21% Reduce -28.4% 1,129 $357K
Encompass Wealth Advisors, LLC 0.14% Reduce -68.9% 1,129 $357K
Wealthcare Capital Partners, LLC 0.19% — 1,127 $356K
Alliance Wealth Advisors, LLC 0.20% Add +0.5% 1,126 $356K
Hobart Private Capital, LLC 0.09% Add +46.0% 1,126 $356K
Legacy Solutions, LLC 0.39% — 1,125 $356K
Fortress Wealth Management, Inc. 0.17% Add +0.1% 1,121 $354K
CGN Advisors LLC 0.03% Reduce -7.6% 1,117 $353K
Vance Wealth, LLC 0.14% Add +6.3% 1,116 $353K
Focused Wealth Management, Inc 0.05% Reduce -1.5% 1,115 $352K
Dechtman Wealth Management, LLC 0.07% Add +0.1% 1,114 $352K
Gallacher Capital Management LLC 0.17% Add +46.6% 1,114 $352K
Strengthening Families & Communities, LLC 0.20% Reduce -1.6% 1,113 $352K
Petros Family Wealth, LLC 0.38% — 1,112 $351K
Jordan Park Group LLC 0.03% Add +17.7% 1,110 $351K
Geometric Wealth Advisors 0.06% No change 1,109 $350K
McAlister, Sweet & Associates, Inc. 0.25% No change 1,108 $350K
Greenwood Capital Associates LLC 0.05% No change 1,106 $350K
Wealth Advisors Northwest LLC 0.24% — 1,106 $349K
VestGen Investment Management 0.10% Add +21.7% 1,104 $349K
Windward Capital Management Co. 0.03% No change 1,100 $348K
Thoma Capital Management LLC 0.24% — 1,099 $347K
Tortoise Investment Management, LLC 0.04% Add +3.1% 1,099 $347K
Inspire Advisors, LLC 0.04% Add +27.9% 1,096 $346K
AIMZ Investment Advisors, LLC 0.12% No change 1,094 $346K
Tandem Wealth Advisors LLC 0.18% Add +4.8% 1,091 $345K
Petra Financial Advisors Inc. 0.23% Add +1.5% 1,091 $345K
Pacific Global Investment Management Co. 0.44% Reduce -91.1% 1,090 $345K
Wynn Capital, LLC 0.22% Add +15.6% 1,085 $343K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,084 $343K
Cook Wealth, LLC 0.16% No change 1,043 $342K
William Howard & Co Financial Advisors Inc 0.31% No change 1,082 $342K
Cutler Investment Counsel LLC 0.04% Reduce -2.2% 1,078 $341K
Chemistry Wealth Management LLC 0.08% Add +13.7% 1,078 $341K
Maridea Wealth Management LLC 0.11% — 1,074 $340K
Enclave Advisors LLC 0.06% Reduce -9.2% 1,073 $339K
Seaview Investment Managers LLC 0.09% Add +14.2% 1,073 $339K
BlueCrest Capital Management Ltd 0.02% New 1,073 $339K
Baring Financial LLC 0.30% — 1,071 $339K
Standard Family Office LLC 0.41% No change 1,071 $338K
Neumann Capital Management, LLC 0.11% No change 1,070 $338K
Weybosset Research & Management LLC 0.12% Reduce -9.6% 1,069 $338K
Kidder Stephen W 0.10% Add +5.0% 1,067 $337K
Sterling Financial Group, Inc. 0.13% Add +4.2% 1,066 $337K
Strategic Investment Solutions, Inc. 0.11% Reduce -0.3% 1,225 $335K
Grantvest Financial Group LLC 0.37% — 1,059 $335K
Legacy Financial Group, Inc. 0.11% Reduce -0.8% 1,057 $334K
First International Bank & Trust 0.11% Reduce -8.4% 1,055 $333K
Davies Financial Advisors, Inc. 0.28% Reduce -2.0% 1,052 $332K
Integris Wealth Management, LLC 0.09% Add +16.7% 1,049 $332K
McElhenny Sheffield Capital Management, LLC 0.11% Reduce -63.7% 1,046 $331K
Wetzel Investment Advisors, Inc. 0.16% No change 1,045 $330K
Ariston Services Group 0.29% No change 1,042 $329K
Carmel Capital Partners, LLC 0.13% Add +7.7% 1,041 $329K
Kelly Financial Services LLC 0.12% Reduce -1.3% 1,040 $329K
Awm Capital, LLC 0.04% Add +30.6% 1,040 $329K
Impact Partnership Wealth, LLC 0.07% Add +21.3% 1,038 $328K
Potomac Fund Management Inc. 0.02% — 1,037 $328K
Unconventional Investor, LLC 0.20% No change 1,035 $327K
Aerodigm Wealth, LLC 0.20% Add +32.9% 1,034 $327K
Lavaca Capital LLC 0.14% Add +15.6% 1,033 $326K
Evolution Wealth Advisors, LLC 0.05% Add +8.4% 1,033 $326K
Flywheel Private Wealth LLC 0.30% — 1,032 $326K
Vicus Capital 0.03% Add +3.1% 1,032 $326K
Jackson Thornton Wealth Management, LLC 0.04% Add +31.3% 1,029 $325K
GSG Advisors LLC 0.10% Reduce -0.7% 1,028 $325K
Prevail Innovative Wealth Advisors, LLC 0.09% Reduce -1.9% 1,025 $324K
Brooks, Moore & Associates, Inc. 0.19% No change 1,023 $323K
Oak Harvest Investment Services 0.04% Reduce -13.0% 1,021 $323K
Sutton Place Investors LLC 0.19% Add +10.0% 1,019 $322K
Atlas Legacy Advisors, LLC 0.08% — 1,016 $321K
Parkwoods Wealth Partners, LLC 0.26% No change 1,015 $321K
Client First Investment Management LLC 0.21% No change 1,015 $321K
Voisard Asset Management Group, Inc. 0.11% Add +0.5% 1,012 $320K
Murphy & Mullick Capital Management Corp 0.29% — 1,012 $320K
Flaharty Asset Management, LLC 0.05% Add +5.3% 1,011 $320K
Bender Robert & Associates 0.08% Add +12.9% 1,009 $319K
Landaas & Co. /Wi 0.09% No change 1,004 $317K
Sara-Bay Financial 0.12% Reduce -2.0% 1,003 $316K
Merrion Investment Management Co, LLC 0.22% No change 1,000 $316K
Polymer Capital Management (HK) LTD 0.06% New 1,000 $316K
ArchPoint Investors 0.10% No change 1,000 $316K
Yeomans Consulting Group, Inc. 0.12% Add +1.5% 998 $315K
Mayport, LLC 0.09% Reduce -8.6% 995 $314K
Founders Capital Management, LLC 0.06% No change 995 $314K
Vista Capital Partners, Inc. 0.04% New 994 $314K
Blue Square Asset Management, LLC 0.16% No change 993 $314K
Retirement Income Solutions, Inc. 0.06% No change 993 $314K
Gitterman Wealth Management, LLC 0.13% Add +2.1% 989 $313K
Legacy Financial Strategies, LLC 0.07% Reduce -1.4% 994 $313K
Cura Wealth Advisors, LLC 0.14% — 988 $312K
Warwick Investment Management, Inc. 0.06% Add +2.0% 987 $312K
Curio Wealth, LLC 0.17% — 987 $312K
Ti-Trust, Inc. 0.21% No change 985 $311K
Innova Wealth Partners 0.20% New 984 $311K
Transcendent Capital Group LLC 0.16% No change 984 $311K
Sierra Ocean, LLC 0.25% — 982 $311K
Birchcreek Wealth Management, LLC 0.19% Reduce -9.8% 981 $310K
Quartz Partners, LLC 0.19% Reduce -86.7% 979 $309K
NCP Inc. 0.16% No change 979 $309K
Brogan Financial, Inc. 0.15% Add +10.2% 974 $308K
4J Wealth Management LLC 0.25% Add +0.7% 974 $308K
Accredited Wealth Management, LLC 0.27% — 973 $308K
Sierra Summit Advisors LLC 0.06% Reduce -46.4% 972 $307K
Prodigy Asset Management LLC 0.26% — 972 $307K
Arq Wealth Advisors, LLC 0.12% Reduce -16.0% 971 $307K
Spinnaker Investment Group, LLC 0.07% Reduce -2.6% 969 $306K
Matrix Asset Advisors Inc. 0.03% No change 969 $306K
Meritage Portfolio Management 0.02% New 969 $306K
Bellwether Advisors, LLC 0.05% Add +5.1% 968 $306K
Three Magnolias Financial Advisors, LLC 0.32% — 967 $306K
RS Crum Inc. 0.08% Add +0.4% 966 $305K
BluePointe Capital Management, LLC 0.17% New 965 $305K
LifeSteps Financial, Inc. 0.23% No change 964 $305K
Phoenix Wealth Advisors 0.13% Add +3.4% 964 $305K
Heritage Wealth Partners, LLC 0.38% Reduce -40.3% 963 $304K
Aspire Capital Advisors LLC 0.09% New 960 $303K
Sustainable Insight Capital Management, LLC 0.13% Reduce -23.9% 958 $303K
Hurlow Wealth Management Group, Inc. 0.09% Reduce -3.4% 958 $303K
Rise Advisors, LLC 0.15% Add +0.8% 956 $302K
Vanguard Capital Wealth Advisors 0.33% Reduce -0.3% 956 $302K
Financial Harvest, LLC 0.25% — 955 $302K
One Charles Private Wealth Services, LLC 0.10% Add +8.3% 954 $302K
LCNB Corp. 0.11% No change 953 $301K
Ehrlich Financial Group 0.21% Reduce -2.2% 952 $301K
Bond & Devick Financial Network, Inc. 0.13% No change 1,091 $300K
Capital Planning LLC 0.08% Add +21.2% 949 $300K
Bank Ozk 0.12% Reduce -15.7% 949 $300K
Aegis Wealth Management LLC 0.20% — 948 $300K
Abound Wealth Management 0.10% Reduce -0.4% 946 $299K
Legacy Wealth Management, LLC 0.02% Add +1.8% 946 $299K
ELCO Management Co., LLC 0.16% No change 944 $298K
Carlson Capital Management 0.01% Add +11.8% 941 $297K
CapWealth Advisors, LLC 0.03% Add +2.1% 941 $297K
Willis Johnson & Associates, Inc. 0.02% Reduce -33.3% 940 $297K
Elevation Wealth Partners, LLC 0.13% Add +3.3% 939 $297K
Round Rock Advisors LLC 0.06% Add +23.6% 938 $296K
Optima Capital LLC 0.20% — 936 $296K
Power Wealth Management LLC 0.12% Add +8.7% 936 $296K
Horst & Graben Wealth Management LLC 0.05% Reduce -8.2% 935 $296K
Kera Capital Partners, Inc. 0.09% — 935 $295K
Affiance Financial, LLC 0.07% Reduce -2.4% 931 $294K
Nottingham Advisors, Inc. 0.04% No change 926 $293K
Global View Capital Management LLC 0.10% — 930 $292K
Ground Swell Capital, LLC 0.64% New 923 $292K
Hobbs Wealth Management, LLC 0.33% — 921 $291K
Towerpoint Wealth, LLC 0.14% Reduce -8.4% 919 $290K
Horizon Wealth Management, LLC 0.05% Add +1.6% 919 $290K
Pursue Wealth Partners LLC 0.17% No change 918 $290K
Summit Wealth & Retirement Planning, Inc. 0.09% No change 918 $290K
BKM Wealth Management, LLC 0.12% New 918 $290K
Johnson & White Wealth Management, LLC 0.18% No change 921 $290K
Acorns Advisers, LLC 0.00% Add +5.9% 919 $290K
Ardent Capital Management, Inc. 0.13% No change 917 $290K
Investment Advisory Group, LLC 0.10% Add +2.0% 915 $289K
Fourth Dimension Wealth, LLC 0.15% — 909 $287K
Keynote Financial Services LLC 0.22% Reduce -2.7% 908 $287K
Foguth Wealth Management, LLC. 0.08% Add +7.4% 869 $287K
Melfa Wealth Management, Inc. 0.19% Add +0.6% 905 $286K
Keyes, Stange & Wooten Wealth Management, LLC 0.17% Reduce -4.2% 905 $286K
Forbes Financial Planning, Inc. 0.14% No change 904 $286K
Grange Capital, LLC 0.30% — 900 $284K
LFA - Lugano Financial Advisors SA 0.19% No change 900 $284K
Schulhoff & Co. Inc. 0.10% No change 900 $284K
Dodge & Cox 0.00% No change 900 $284K
DDFG, Inc 0.08% No change 897 $284K
FJ Capital Management LLC 0.03% New 896 $283K
J. L. Bainbridge & Co., Inc. 0.03% Add +3.1% 894 $283K
McGlone Suttner Wealth Management, Inc. 0.05% New 893 $282K
Eclectic Associates Inc. 0.08% Reduce -5.8% 892 $282K
Custos Family Office, LLC 0.10% New 891 $282K
Lakeshore Financial Planning, Inc. 0.12% No change 891 $282K
Wealthspan Partners, LLC 0.13% Reduce -1.4% 890 $281K
SWS Partners 0.09% Add +0.1% 889 $281K
jvl associates llc 0.11% New 888 $281K
Stark Wealth Management LLC 0.21% — 888 $281K
Global Wealth Management Investment Advisory, Inc. 0.06% Add +19.2% 887 $280K
XY Planning Network, Inc. 0.21% — 885 $280K
Madrona Financial Services, LLC 0.08% Add +1.1% 883 $279K
McDonald Partners LLC 0.07% Reduce -4.3% 882 $279K
Wincap Financial LLC 0.28% — 882 $279K
IRON Financial LLC 0.16% No change 881 $278K
Barnes Wealth Management Group, Inc 0.19% — 880 $278K
waypoint wealth counsel 0.18% Add +12.2% 877 $277K
M1 Capital Management LLC 0.15% — 876 $277K
Union Savings Bank 0.14% No change 873 $276K
Capstone Financial Advisors, Inc. 0.02% Add +3.6% 872 $276K
Terril Brothers, Inc. 0.08% New 870 $275K
Paul R. Ried Financial Group, LLC 0.19% — 868 $274K
Providence Capital Advisors, LLC 0.06% Add +34.1% 866 $274K
Atlantic Edge Private Wealth Management, LLC 0.08% Add +7.5% 865 $274K
Wise Wealth Partners 0.67% — 865 $273K
Krane Funds Advisors LLC 0.01% New 862 $272K
Asset Planning,Inc 0.21% — 862 $272K
Rovin Capital /Ut/ 0.10% New 860 $272K
Ar Asset Management Inc. 0.06% No change 860 $272K
Campbell Wealth Management 0.02% New 861 $272K
Endeavor Private Wealth, Inc. 0.26% — 860 $272K
Opes Wealth Management LLC 0.06% Add +8.6% 859 $271K
Redwood Wealth Management Group, LLC 0.13% Add +0.5% 858 $271K
SGL Investment Advisors, Inc. 0.14% Add +14.2% 771 $271K
Headland Capital, LLC 0.09% — 857 $271K
Apex Wealth Management, LLC 0.23% — 857 $271K
Francis Financial, Inc. 0.07% Add +100.1% 1,597 $271K
Lionshead Wealth Management, LLC 0.20% — 856 $271K
Noble Wealth Management PBC 0.19% — 856 $271K
Bridgewealth Advisory Group, LLC 0.08% New 761 $271K
Bell & Brown Wealth Advisors, LLC 0.10% Reduce -6.6% 854 $270K
Van Cleef Asset Management,Inc 0.03% Add +0.2% 852 $269K
Goepper Burkhardt LLC 0.11% Reduce -6.8% 850 $269K
Oldfather Financial Services, LLC 0.10% Reduce -0.2% 850 $269K
Instrumental Wealth, LLC 0.25% Add +5.9% 767 $267K
Mengis Capital Management, Inc. 0.05% New 846 $267K
University of Texas/Texas Am Investment Management Co. 0.03% No change 846 $267K
Three Cord True Wealth Management, LLC 0.23% — 844 $267K
Total Investment Management Inc. 0.04% New 843 $266K
Nicholas Investment Partners, LP 0.03% New 842 $266K
Wilkins Miller Wealth Management, LLC 0.28% — 841 $266K
Rialto Wealth Management, LLC 0.09% — 840 $265K
RVW Wealth, LLC 0.02% Add +0.5% 839 $265K
Accelerate Investment Advisors LLC 0.23% Add +2.7% 838 $265K
Alkeme Wealth, LLC 0.12% No change 838 $265K
Security National Bank of Sioux City Iowa 0.18% Reduce -0.6% 836 $264K
Veridan Wealth LLC 0.12% — 764 $264K
Encompass More Asset Management 0.09% Reduce -10.3% 835 $264K
Symmetry Partners, LLC 0.04% Add +3.5% 835 $264K
Financial Management Professionals, Inc. 0.03% Reduce -3.4% 835 $264K
Ironwood Financial, llc 0.06% No change 835 $264K
Wealthspire Retirement, LLC 0.02% Add +8.6% 834 $264K
Skyline Advisors, Inc. 0.10% Reduce -42.9% 834 $264K
Collar Capital Management, LLC 0.22% — 833 $263K
FSA Wealth Management LLC 0.11% No change 830 $262K
Betterment LLC 0.00% Add +4.7% 830 $262K
Vermillion Wealth Management, Inc. 0.13% — 829 $262K
Academy Capital Management 0.04% No change 829 $262K
Hilton Capital Management, LLC 0.02% Reduce -5.5% 827 $262K
Everstar Asset Management, LLC 0.18% Reduce -8.1% 826 $261K
ClearAlpha Technologies LP 0.22% New 825 $261K
Taylor Hoffman Capital Management LLC 0.09% No change 825 $261K
Emerald Mutual Fund Advisers Trust 0.02% Reduce -4.5% 825 $261K
Holland Advisory Services, Inc. 0.34% No change 824 $261K
Trinity Financial Advisors LLC 0.10% New 824 $259K
Prospect Financial Group LLC 0.32% — 818 $259K
Financial Network Wealth Advisors LLC 0.48% Reduce -59.5% 817 $258K
Alternative Investment Advisors, LLC. 0.13% Add +0.3% 817 $258K
Swan Global Investments, LLC 0.01% New 816 $258K
Gallagher Fiduciary Advisors, LLC 0.05% New 815 $258K
Fidelity D & D Bancorp Inc. 0.17% New 813 $257K
Westside Investment Management, Inc. 0.05% Add +2.3% 813 $257K
Beta Wealth Group, Inc. 0.11% Add +1.5% 813 $257K
Durante & Waters, LLC 0.21% No change 812 $257K
Joule Financial, LLC 0.09% Reduce -7.1% 809 $256K
Heritage Financial Services, LLC 0.03% Add +8.1% 805 $254K
BXM Wealth LLC 0.36% — 804 $254K
LGT Financial Advisors LLC 0.56% New 800 $253K
Salzhauer Michael 0.13% No change 800 $253K
Kanen Wealth Management LLC 0.09% No change 800 $253K
Asset Management Group, Inc. 0.04% Add +0.1% 800 $253K
TrueWealth Advisors, LLC 0.08% Reduce -0.4% 799 $253K
Massachusetts Wealth Management 0.16% No change 799 $253K
Taylor & Morgan Wealth Management, LLC 0.18% Add +0.1% 799 $252K
Fruth Investment Management 0.07% No change 798 $252K
Vertex Planning Partners, LLC 0.06% New 797 $252K
First National Bank & Trust Co. of Newtown 0.05% No change 796 $252K
Bruce G. Allen Investments, LLC 0.20% Reduce -0.5% 795 $251K
Juncture Wealth Strategies, LLC 0.09% Reduce -5.0% 791 $250K
Ballew Advisors, Inc 0.16% Add +0.1% 813 $249K
Rappaport Reiches Capital Management, LLC 0.06% Add +1.3% 789 $249K
WealthTrust Asset Management, LLC 0.18% New 789 $249K
HMS Capital Management, LLC 0.12% No change 788 $249K
Sterneck Capital Management, LLC 0.13% New 785 $248K
Heritage Wealth Management, Inc. 0.21% New 784 $248K
Salomon & Ludwin, LLC 0.03% Reduce -33.9% 783 $247K
Verus Wealth Management, LLC 0.28% — 782 $247K
First Community Trust NA 0.18% No change 781 $247K
apricus wealth, LLC 0.16% Add +0.3% 781 $247K
Humankind Investments LLC 0.06% Reduce -9.4% 781 $247K
Per Stirling Capital Management, LLC. 0.04% Reduce -61.8% 781 $247K
Enzi Wealth 0.09% Add +3.3% 761 $246K
Register Financial Advisors LLC 0.12% Add +2.2% 778 $246K
Asset Advisors Investment Management, LLC 0.03% No change 777 $246K
Whalen Wealth Management Inc. 0.17% No change 776 $245K
Fairvoy Private Wealth, LLC 0.07% — 776 $245K
Great Waters Wealth Management 0.03% Reduce -2.8% 775 $245K
Sulzberger Capital Advisors, Inc. 0.28% — 773 $244K
Keeler & Nadler Financial Planning & Wealth Management 0.11% Reduce -0.3% 773 $244K
Northwest Wealth Management, LLC 0.05% New 771 $244K
Chartist Inc. 0.13% No change 770 $243K
Earnest Partners LLC 0.00% No change 770 $243K
Wheelhouse Advisory Group LLC 0.14% Add +4.9% 766 $242K
Tarbox Family Office, Inc. 0.04% Add +1.6% 764 $241K
Citizens & Northern Corp. 0.07% New 763 $241K
S&T Bank 0.08% Add +0.8% 763 $241K
Viawealth, LLC 0.15% Add +1.6% 763 $241K
Hobbs Group Advisors, LLC 0.09% No change 761 $241K
Beck Capital Management, LLC 0.06% New 761 $241K
Sensible Money, LLC 0.10% No change 758 $240K
New Jersey Better Educational Savings Trust 0.46% No change 758 $240K
William Mack & Associates, Inc. 0.25% — 757 $239K
Tsfg, LLC 0.05% Add +0.7% 755 $239K
Partners Wealth Management, LLC 0.27% — 756 $239K
Weaver Consulting Group 0.07% Reduce -1.3% 756 $239K
Blake Schutter Theil Wealth Advisors, LLC 0.25% Reduce -85.5% 754 $238K
Cadent Capital Advisors, LLC 0.08% Reduce -20.5% 753 $238K
Wealth Quarterback LLC 0.11% Reduce -3.1% 753 $238K
Wealth Advisory Solutions, LLC 0.07% Reduce -11.0% 753 $238K
MontVue Capital Management, Inc. 0.18% New 751 $237K
Wingate Wealth Advisors, Inc. 0.23% — 750 $237K
Pegasus Asset Management, Inc. 0.09% Reduce -0.8% 750 $237K
Capital Investment Services of America, Inc. 0.02% New 750 $237K
Maj Invest Holding A/S 0.01% No change 750 $237K
Creekmur Asset Management LLC 0.05% No change 749 $237K
Dean Investment Associates, LLC 0.03% Reduce -9.3% 749 $237K
MAS Advisors LLC 0.40% No change 747 $236K
Resolute Advisors LLC 0.05% New 747 $236K
Define Financial, LLC 0.18% — 747 $236K
Private Capital Management, LLC 0.03% Reduce -1.1% 747 $236K
Edge Wealth Management LLC 0.05% No change 745 $235K
Cladis Investment Advisory, LLC 0.17% No change 744 $235K
Valley National Advisers Inc. 0.04% Add +97.6% 745 $235K
Silverlake Wealth Management LLC 0.09% No change 742 $235K
Synergy Financial Group, LTD 0.19% New 738 $233K
Tanager Wealth Management LLP 0.03% Reduce -6.7% 736 $233K
Southern Style Financial, Inc. 0.19% — 734 $232K
Vantage Point Financial LLC 0.13% — 735 $232K
Curran Financial Partners, LLC 0.06% New 735 $232K
Waterway Wealth Management, LLC 0.10% New 733 $232K
Invictus Private Wealth, LLC 0.02% Reduce -0.7% 733 $232K
Stance Capital LLC 0.14% — 732 $231K
Yacktman Asset Management 0.00% No change 732 $231K
Austin Wealth Management, LLC 0.05% New 723 $231K
Roanoke Asset Management Corp./ NY 0.07% Reduce -52.3% 730 $231K
DHK Financial Advisors, Inc. 0.14% No change 729 $230K
Prosperity Wealth Management, Inc. 0.09% Reduce -3.3% 728 $230K
Uniting Wealth Partners, LLC 0.11% — 727 $230K
Kwmg, LLC 0.02% Reduce -1.6% 727 $230K
Dynamic Financial Group 0.23% — 727 $230K
Financial Symmetry Inc 0.16% New 727 $230K
Hoge Financial Services, LLC 0.17% New 725 $229K
Seros Financial, LLC 0.21% — 873 $229K
Corton Capital Inc. 0.13% New 725 $229K
Wharton Business Group, LLC 0.01% New 724 $229K
Pin Oak Investment Advisors Inc. 0.21% No change 831 $228K
Albert D Mason Inc. 0.15% New 721 $228K
Brave Asset Management Inc. 0.07% Reduce -3.4% 721 $228K
Hardin Capital Partners, LLC 0.14% New 720 $228K
Christensen, King & Associates Investment Services, Inc. 0.11% New 708 $227K
Lansing Street Advisors 0.08% Reduce -4.5% 718 $227K
Financial Partners Group, Inc 0.03% New 716 $226K
Wiser Wealth Management, Inc 0.06% New 716 $226K
CogentBlue Wealth Advisors, LLC 0.20% — 715 $226K
Concorde Asset Management, LLC 0.12% New 715 $226K
Lakewood Asset Management LLC 0.16% New 712 $225K
Mayfair Advisory Group, LLC 0.13% New 712 $225K
Lutz Financial Services LLC 0.02% New 710 $224K
Hidden Cove Wealth Management, LLC 0.18% — 707 $223K
Ridgecrest Wealth Partners, LLC 0.12% New 704 $222K
Bryant Woods Investment Advisors, LLC 0.11% Reduce -6.6% 703 $222K
Lauterbach Financial Advisors, LLC 0.13% New 702 $222K
Bosman Wealth Management, LLC 0.21% — 702 $222K
Mb, Levis & Associates, LLC 0.11% No change 700 $221K
Piar LLC 0.22% — 700 $221K
V2 Financial group LLC 0.13% New 700 $221K
Highlander Partners, L.P. 0.13% No change 700 $221K
BOCHK Asset Management Ltd 0.07% Reduce -30.0% 700 $221K
Slow Capital, Inc. 0.03% New 700 $221K
Summit Investment Advisors, Inc. 0.20% — 621 $221K
Valued Retirements, Inc. 0.30% New 698 $221K
Councilmark Asset Management, LLC 0.15% New 697 $220K
Blue Capital, Inc. 0.16% — 696 $220K
Parkside Investments, LLC 0.03% New 694 $219K
Pachira Investments Inc. 0.13% New 695 $219K
Leslie Global Wealth, LLC 0.10% New 693 $219K
Altus Wealth Management, LLC 0.10% New 691 $218K
Rowlandmiller & Partners.adv 0.05% Add +3.8% 689 $218K
Medallion Wealth Advisors, LLC 0.11% — 660 $218K
Riverstone Advisors, LLC 0.12% New 688 $217K
Reliant Investment Management, LLC 0.10% New 687 $217K
REDW Wealth LLC 0.08% Reduce -76.3% 687 $217K
Capital Square, LLC 0.12% New 656 $217K
ODonnell Financial Services, LLC 0.09% No change 747 $217K
Creekside Partners 0.11% New 684 $216K
Magnolia Private Wealth, LLC 0.19% — 682 $216K
Dynamic Wealth Strategies, LLC 0.19% Add +0.1% 682 $216K
Pinnacle Financial Group, LLC / IL 0.08% New 681 $215K
Signature Wealth Management Group 0.09% New 681 $215K
Planning Alternatives Ltd. 0.03% New 680 $215K
Portland Global Advisors LLC 0.03% New 680 $215K
Tableaux LLC 0.18% — 679 $215K
Code Waechter LLC 0.19% Reduce -20.5% 679 $215K
Clean Yield Group 0.07% No change 679 $215K
Financial Avengers, Inc. 0.10% Add +0.1% 678 $214K
FSA Advisors, Inc. 0.26% New 681 $214K
Phil A. Younker & Associates, Ltd. 0.21% — 675 $213K
Golden Road Advisors LLC 0.16% New 675 $213K
Intelligence Driven Advisers, LLC 0.04% New 675 $213K
Southland Equity Partners LLC 0.05% New 675 $213K
White Pine Investment CO 0.06% New 675 $213K
Strid Group, LLC 0.03% New 672 $212K
Marion Wealth Management 0.06% New 671 $212K
AlphaCentric Advisors LLC 0.21% Reduce -2.8% 671 $212K
West Bancorporation Inc. 0.14% New 671 $212K
SFE Investment Counsel 0.04% New 671 $212K
Panoramic Investment Advisors, LLC 0.14% New 669 $211K
Clarity Capital Partners LLC 0.11% New 669 $211K
Evergreen Private Wealth LLC 0.10% Add +0.3% 668 $211K
Clearwater Capital Advisors, LLC 0.02% New 668 $211K
Clayton Financial Group LLC 0.08% New 667 $211K
Vista Cima Wealth Management LLC 0.22% — 665 $210K
SLT Holdings LLC 0.20% — 665 $210K
Alliance Wealth Management Group 0.06% New 665 $210K
AllSquare Wealth Management LLC 0.12% No change 663 $210K
Pinnacle Family Advisors, LLC 0.10% New 662 $209K
Elser Financial Planning, Inc 0.01% New 661 $209K
Capital Market Strategies LLC 0.12% New 660 $209K
Mizuho Bank, Ltd. 0.06% Add +10.0% 660 $209K
RIA Advisory Group LLC 0.07% Reduce -15.0% 659 $208K
True Link Financial Advisors, LLC 0.02% New 659 $208K
Single Point Partners, LLC 0.05% New 658 $208K
Ergawealth Advisors, Inc. 0.10% Reduce -17.7% 657 $208K
Better Money Decisions, LLC 0.14% New 656 $207K
BHK Investment Advisors, LLC 0.08% Reduce -27.1% 655 $207K
Gray Private Wealth, LLC 0.12% New 655 $207K
WealthCare Investment Partners, LLC 0.09% New 658 $207K
Climber Capital SA 0.17% — 655 $207K
tru Independence LLC 0.06% New 654 $207K
25 LLC 0.09% New 648 $205K
Kendall Capital Management 0.06% Reduce -14.5% 648 $205K
Spectrum Planning & Advisory Services Inc. 0.18% New 648 $205K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -96.4% 647 $205K
Penney Financial, LLC 0.14% New 645 $204K
Marshall Investment Management, LLC 0.12% — 737 $203K
Cosner Financial Group, LLC 0.13% New 640 $202K
Cumberland Advisors Inc. 0.08% New 640 $202K
Par Capital Management Inc. 0.01% New 640 $202K
RPG Investment Advisory, LLC 0.03% New 636 $201K
Montchanin Asset Management, LLC 0.20% New 637 $201K
Adams Wealth Management 0.04% New 635 $201K
CacheTech Inc. 0.04% New 635 $201K
Provident Wealth Management, LLC 0.07% New 634 $200K
G&S Capital LLC 0.08% New 633 $200K
Kohmann Bosshard Financial Services, LLC 0.02% New 621 $196K
Atwood & Palmer Inc. 0.01% Add +2.1% 620 $196K
Founders Capital Management 0.12% No change 619 $196K
Comprehensive Financial Planning, Inc. 0.16% — 612 $193K
Dakota Community Bank & Trust NA 0.92% Add +6.1% 611 $193K
Pension & Wealth Management Advisors, Inc. 0.08% Add +1.2% 610 $193K
Barrett & Company, Inc. 0.08% Add +2.6% 596 $188K
Truvestments Capital LLC 0.05% Add +23.0% 594 $188K
Tucker Asset Management LLC 0.04% Reduce -0.7% 588 $186K
Wiser Advisor Group LLC 0.27% Add +0.2% 587 $185K
Tacita Capital Inc 0.13% Add +31.2% 584 $185K
Tradewinds Capital Management, LLC 0.05% Add +36.1% 577 $182K
Pinney & Scofield, Inc. 0.14% — 574 $181K
Blue Bell Private Wealth Management, LLC 0.03% Add +1.8% 570 $180K
Transce3nd, LLC 0.06% — 568 $180K
Synergy Investment Management, LLC 0.08% — 567 $179K
Financial Connections Group, Inc. 0.09% Add +2.7% 566 $178K
Tidemark, LLC 0.07% Add +168.4% 561 $177K
Mendota Financial Group, LLC 0.11% Reduce -14.4% 560 $177K
Cornerstone Planning Group LLC 0.04% Add +1.8% 504 $169K
IFS Advisors, LLC 0.13% No change 528 $167K
PSI Advisors, LLC 0.05% Add +23.7% 522 $165K
Raffa Wealth Management, LLC 0.04% Reduce -0.8% 516 $163K
New England Capital Financial Advisors LLC 0.08% Add +0.2% 514 $162K
Briaud Financial Planning Inc 0.07% New 515 $162K
Matrix Trust Co 0.03% New 511 $161K
Bay Harbor Wealth Management, LLC 0.05% Add +49.7% 509 $161K
MRP Capital Investments, LLC 0.14% Reduce -50.0% 500 $158K
Belmont Capital, LLC 0.03% Reduce -75.3% 500 $158K
Capula Management Ltd 0.00% Add +83.2% 491 $155K
Human Investing LLC 0.03% New 487 $154K
Hopwood Financial Services, Inc. 0.12% — 487 $154K
Tanglewood Legacy Advisors, LLC 0.06% Add +0.2% 479 $151K
Avion Wealth 0.04% Add +8.6% 478 $151K
IMG Wealth Management, Inc. 0.14% — 471 $149K
HighMark Wealth Management LLC 0.08% Reduce -0.2% 465 $147K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +75.8% 464 $147K
Hara Capital LLC 0.09% No change 460 $145K
Ameriflex Group, Inc. 0.07% — 419 $143K
Stuart Chaussee & Associates, Inc. 0.04% Add +92.0% 453 $143K
Rakuten Securities, Inc. 0.06% Reduce -63.3% 452 $143K
High Note Wealth, LLC 0.04% New 444 $140K
IAG Wealth Partners, LLC 0.02% Add +25.4% 439 $139K
Halbert Hargrove Global Advisors, LLC 0.01% New 435 $137K
Private Wealth Management Group, LLC 0.05% Reduce -0.5% 434 $137K
Financial Gravity Companies, Inc. 0.03% Reduce -4.4% 434 $137K
Cherry Tree Wealth Management, LLC 0.03% No change 430 $136K
Activest Wealth Management 0.04% Reduce -21.6% 427 $135K
Sachetta, LLC 0.05% Reduce -2.3% 425 $134K
Ogorek Anthony Joseph /NY/ 0.04% Add +89.3% 426 $134K
Cyrus J. Lawrence, LLC 0.03% Add +15.0% 422 $133K
Coston, McIsaac & Partners 0.04% No change 417 $131K
Stephens Consulting, LLC 0.03% Reduce -0.7% 414 $131K
Lowe Wealth Advisors, LLC 0.05% Reduce -12.9% 406 $128K
Red Tortoise LLC 0.07% No change 402 $127K
American Capital Advisory, LLC 0.07% No change 400 $126K
Meeder Asset Management Inc. 0.01% Reduce -5.5% 399 $126K
Horizon Bancorp Inc. 0.06% No change 400 $126K
Disciplina Capital Management LLC 0.02% Add +0.3% 392 $124K
Redwood Park Advisors LLC 0.10% — 388 $122K
Investors Research Corp 0.03% Add +0.3% 387 $122K
Evolution Advisers, Inc. 0.07% No change 381 $120K
Pineridge Advisors LLC 0.04% Add +20.6% 357 $113K
Bfsg, LLC 0.01% Reduce -4.1% 353 $112K
Gleason Group, Inc. 0.02% Add +0.3% 351 $111K
Quest 10 Wealth Builders, Inc. 0.10% — 333 $105K
Navera Investment Management Ltd. 0.00% New 330 $104K
Talon Private Wealth, LLC 0.02% Add +40.4% 330 $104K
Bank & Trust Co 0.09% No change 329 $104K
WealthCollab, LLC 0.07% No change 328 $104K
FLP Wealth Management, LLC 0.26% — 328 $104K
Northwest Capital Management Inc 0.04% Reduce -32.1% 317 $100K
DiNuzzo Private Wealth, Inc. 0.01% No change 317 $100K
Keener Financial Planning LLC 0.06% Add +800.0% 315 $99K
Frazier Financial Advisors, LLC 0.08% Reduce -9.7% 307 $97K
Kiely Wealth Advisory Group, Inc. 0.06% No change 275 $97K
Caitlin John, LLC 0.07% Reduce -2.6% 303 $96K
Beaird Harris Wealth Management, LLC 0.01% Add +20.8% 302 $95K
Valued Wealth Advisors LLC 0.06% Add +4.2% 301 $95K
Clark Wealth Partners 0.07% — 301 $95K
Pilgrim Partners Asia Pte Ltd 0.08% — 300 $95K
Lam Group, Inc. 0.07% No change 300 $95K
Financial Life Planners 0.08% — 298 $94K
ESL Trust Services, LLC 0.02% Add +470.6% 291 $92K
1620 Investment Advisors, Inc. 0.07% Reduce -3.4% 288 $91K
Legacy Investment Solutions, LLC 0.06% Add +4.0% 258 $90K
Legacy Wealth Managment, LLC 0.06% Add +4.0% 258 $90K
Roble, Belko & Company, Inc 0.01% No change 281 $89K
Morse Asset Management, Inc 0.02% Add +11.2% 278 $88K
Eisler Capital Management Ltd. 0.00% — 277 $87K
Cove Street Capital, LLC 0.10% No change 275 $87K
Pingora Partners LLC 0.06% No change 275 $87K
MidAtlantic Capital Management, Inc. 0.06% Reduce -6.5% 273 $86K
Iron Horse Wealth Management, LLC 0.03% No change 270 $85K
Wood Tarver Financial Group, LLC 0.03% — 271 $85K
Maryland Capital Advisors Inc. 0.04% No change 265 $84K
Turim 21 Investimentos Ltda. 0.02% No change 240 $82K
Atlantic Private Wealth, LLC 0.06% No change 250 $79K
TD Capital Management LLC 0.01% Add +2.9% 249 $79K
AlphaMark Advisors, LLC 0.03% Add +113.0% 245 $77K
First United Bank & Trust 0.03% Reduce -0.4% 243 $77K
Kings Path Partners LLC 0.03% No change 240 $76K
Burkett Financial Services, LLC 0.03% No change 235 $74K
Aspect Partners, LLC 0.04% No change 233 $74K
10Elms LLP 0.09% — 230 $73K
Global Wealth Strategies & Associates 0.02% Add +27.9% 229 $72K
Lummis Asset Management, LP 0.09% No change 227 $72K
Chesapeake Asset Management LLC 0.07% Add +8.6% 227 $72K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 224 $71K
DHJJ Financial Advisors, Ltd. 0.03% No change 215 $68K
Minot DeBlois Advisors LLC 0.06% — 212 $67K
Proffitt & Goodson Inc. 0.01% Reduce -5.5% 207 $65K
Catherine Avery Investment Management LLC 0.06% — 204 $64K
Denver PWM, LLC 0.02% No change 203 $64K
Cordant, Inc. 0.03% New 200 $63K
VSM Wealth Advisory, LLC 0.02% — 199 $63K
Tompkins Financial Corp. 0.01% No change 199 $63K
Northwest Bank & Trust Co 0.05% Reduce -27.7% 196 $62K
Ridgewood Investments LLC 0.03% No change 183 $58K
Highline Wealth Partners LLC 0.02% Reduce -8.1% 181 $57K
Hurley Capital, LLC 0.05% — 169 $56K
Delos Wealth Advisors, LLC 0.04% Add +2.9% 175 $55K
Battery Global Advisors, LLC 0.03% No change 174 $55K
Eukles Asset Management 0.02% Reduce -3.4% 170 $54K
TruNorth Capital Management, LLC 0.01% Reduce -0.6% 170 $54K
Navigoe, LLC 0.05% — 170 $53K
JDM Financial Group LLC 0.03% Reduce -6.7% 166 $52K
McClarren Financial Advisors, Inc. 0.14% Reduce -61.7% 164 $51K
Vermillion & White Wealth Management Group, LLC 0.04% No change 153 $48K
Measured Risk Portfolios, Inc. 0.05% — 150 $47K
Mountain Hill Investment Partners Corp. 0.05% — 150 $47K
Advantage Trust Co 0.03% No change 150 $47K
Clear Investment Research, LLC 0.06% Reduce -2.0% 149 $47K
Perritt Capital Management Inc 0.02% No change 146 $46K
West Financial Advisors, LLC 0.01% No change 145 $46K
Horizon Financial Services, LLC 0.02% No change 139 $44K
Sugar Maple Asset Management, LLC 0.03% New 138 $44K
Dogwood Wealth Management LLC 0.02% Reduce -58.0% 137 $43K
Longview Financial Advisors LLC 0.03% — 136 $43K
CGC Financial Services, LLC 0.02% No change 135 $43K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 134 $43K
Cedar Mountain Advisors, LLC 0.01% Reduce -15.0% 130 $41K
Sellwood Investment Partners LLC 0.02% — 129 $41K
CKW Financial Group 0.00% No change 125 $40K
Essex Investment Management Co. LLC 0.01% No change 117 $37K
Nordwand Advisors, LLC 0.01% No change 115 $36K
FPC Investment Advisory, Inc. 0.03% Add +377.3% 105 $36K
Accordant Advisory Group Inc 0.03% No change 113 $36K
Old Second National Bank of Aurora 0.01% No change 112 $35K
NewSquare Capital LLC 0.00% New 111 $35K
Consultiva Wealth Management, Corp. 0.17% New 110 $35K
CBIZ Investment Advisory Services, LLC 0.00% Add +9.0% 109 $35K
Compass Planning Associates Inc 0.03% — 103 $32K
Modus Advisors, LLC 0.01% New 101 $32K
SIMA Wealth Partners, LLC 0.03% No change 100 $32K
POM Investment Strategies, LLC 0.02% Add +48.5% 98 $31K
PFS Partners, LLC 0.02% Add +1.0% 98 $31K
Grayhawk Investment Strategies Inc. 0.05% No change 87 $27K
Bradley & Co. Private Wealth Management, LLC 0.02% — 84 $27K
Anfield Capital Management, LLC 0.01% Reduce -17.6% 84 $27K
Fairman Group, LLC 0.02% No change 84 $27K
Altshuler Shaham Ltd 0.00% Reduce -6.7% 83 $26K
Decker Retirement Planning Inc. 0.01% — 81 $26K
Carolina Wealth Advisors, LLC 0.01% Reduce -81.8% 71 $22K
Mizuho Securities Co. Ltd. 0.33% Reduce -92.1% 70 $22K
Compass Financial Services Inc 0.01% — 67 $21K
Financial Freedom, LLC 0.01% No change 67 $21K
Christopher J. Hasenberg, Inc 0.01% No change 59 $19K
Westend Capital Management, LLC 0.01% No change 59 $19K
RE Dickinson Investment Advisors, LLC 0.02% No change 57 $18K
Breakwater Investment Management 0.01% No change 54 $17K
Cranbrook Wealth Management, LLC 0.00% Add +2.0% 50 $16K
WealthTrak Capital Management LLC 0.01% — 49 $15K
True Wealth Design, LLC 0.01% Reduce -86.3% 47 $15K
Hoertkorn Richard Charles 0.01% No change 46 $15K
Principia Wealth Advisory, LLC 0.01% — 41 $13K
Copia Wealth Management 0.01% — 40 $13K
Broadwater Capital Management LLC 0.01% No change 40 $13K
C M Bidwell & Associates Ltd. 0.01% No change 40 $13K
HBC Financial Services, PLLC 0.01% No change 41 $12K
PayPay Securities Corp 0.51% Reduce -26.0% 37 $12K
Luminist Capital LLC 0.02% — 36 $11K
Prudent Man Investment Management, Inc. 0.01% — 34 $11K
Winnacle Wealth LLC 0.01% — 34 $11K
Conquis Financial LLC 0.01% — 31 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -17.1% 29 $9K
SRH Advisors, LLC 0.00% No change 28 $9K
Longfellow Investment Management Co. LLC 0.00% No change 28 $9K
Lanark Financial, Inc. 0.77% — 26 $8K
Parvin Asset Management, LLC 0.01% — 25 $8K
Granite FO LLC 0.00% No change 23 $7K
PFG Private Wealth Management, LLC 0.00% No change 18 $6K
Parkworth Wealth Management, Inc. 0.00% — 18 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 14 $4K
Family CFO Inc 0.00% New 12 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 10 $3K
Morton Brown Family Wealth, LLC 0.00% No change 10 $3K
ROSS\JOHNSON & Associates LLC 0.07% — 9 $3K
Financially Speaking Inc 0.00% — 9 $3K
Guardian Wealth Management, Inc. 0.00% No change 8 $3K
FNY Investment Advisers, LLC 0.00% New 8 $2K
Robinswood Financial LLC 0.00% No change 3 $949
Morgan Dempsey Capital Management LLC 0.00% No change 160 $856
Bridge Generations Wealth Management LLC 0.00% — 1 $317
REAP Financial Group, LLC 0.00% Reduce -98.5% 1 $158

"% of holder's portfolio" is V's weight in each manager's 13F, not the share of Visa Inc. Class A the manager owns.