WelltowerWELL

13F holders, Q1 2026 (March 31)
1,495holders +58
148new positions
100sold out
8famous investors
$197.58avg. 13F price*

At the end of Q1 2026, 1,495 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 58 from Q4 2025. 148 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($14.6B), Vanguard Capital Management LLC ($9.0B) and Vanguard Portfolio Management LLC ($8.3B). 8 famous investors held it, including Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

Company
Welltower Inc.
Sector
Real Estate
CUSIP
95040Q104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 961Q1 2024Q2 2024: 1,000Q2 2024Q3 2024: 1,062Q3 2024Q4 2024: 1,127Q4 2024Q1 2025: 1,236Q1 2025Q2 2025: 1,266Q2 2025Q3 2025: 1,335Q3 2025Q4 2025: 1,437Q4 2025Q1 2026: 1,495Q1 2026Q2 2026: 1,600Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions148$852.0M
Exits100$480.1M

All 13F filers, Q4 2025 → Q1 2026: 50,826,220 shares bought and 25,441,107 shares sold, net +25,385,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,495 holders

BlackRock, Inc. 0.26% Add +1.7% 74,003,756 $14.6B
Vanguard Capital Management LLC 0.22% — 45,352,434 $9.0B
Vanguard Portfolio Management LLC 0.43% — 41,863,049 $8.3B
State Street Corp. 0.28% Reduce -0.5% 41,560,777 $8.2B
Cohen & Steers, Inc. 12.32% Add +7.0% 35,845,277 $7.1B
Capital International Investors 1.67% Reduce -24.5% 35,817,366 $7.1B
FMR LLC 0.23% Add +6.5% 22,175,983 $4.4B
Bank of America Corp. 0.31% Add +6.6% 21,750,501 $4.3B
Geode Capital Management, LLC 0.22% Add +4.5% 17,767,889 $3.5B
T. Rowe Price Associates Inc. 0.39% Add +2.3% 17,215,818 $3.4B
Wellington Management Group LLP 0.63% Reduce -9.1% 16,950,076 $3.4B
Capital World Investors 0.35% Add +18.4% 12,722,329 $2.5B
Principal Financial Group Inc. 1.01% Reduce -4.8% 9,606,655 $1.9B
Morgan Stanley 0.11% Reduce -10.1% 9,046,607 $1.8B
Northern Trust Corp. 0.24% Add +0.1% 8,999,817 $1.8B
Charles Schwab Investment Management Inc. 0.27% Add +5.0% 8,829,439 $1.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.60% Reduce -4.9% 8,768,922 $1.7B
JPMorgan Chase & Co. 0.12% Add +2.7% 8,666,680 $1.7B
Dimensional Fund Advisors LP 0.34% Add +0.7% 8,345,022 $1.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +36257.0% 8,170,874 $1.6B
Legal & General Group Plc 0.33% Reduce -0.9% 7,239,197 $1.4B
Goldman Sachs Group Inc. 0.18% Add +50.5% 6,734,131 $1.3B
Invesco Ltd. 0.13% Reduce -4.1% 6,634,404 $1.3B
Capital Research Global Investors 0.20% Add +2033.4% 6,534,932 $1.3B
Nuveen, LLC 0.29% Add +7.4% 5,442,019 $1.1B
Centersquare Investment Management LLC 10.72% Reduce -5.4% 5,242,709 $1.0B
Deutsche Bank AG 0.34% Reduce -10.3% 5,144,394 $1.0B
Daiwa Securities Group Inc. 2.45% Reduce -4.3% 4,283,582 $846.9M
Bank of New York Mellon Corp 0.14% Reduce -1.4% 3,972,536 $785.4M
Vanguard Fiduciary Trust Co. 0.20% — 3,926,660 $776.3M
Resolution Capital Ltd 14.99% Add +1.0% 3,605,925 $712.9M
Ameriprise Financial Inc. 0.16% Add +31.1% 3,560,107 $694.8M
Amundi 0.18% Reduce -4.8% 3,331,121 $658.6M
HSBC Holdings PLC 0.38% Add +11.8% 3,231,108 $639.0M
WCM Investment Management, LLC 1.45% Reduce -0.8% 3,256,983 $636.1M
Sumitomo Mitsui Trust Group, Inc. 0.41% Reduce -0.2% 3,177,717 $628.3M
Prudential Financial Inc. 0.74% Add +3.6% 3,035,898 $600.2M
CBRE Investment Management Listed Real Assets LLC 8.84% Reduce -6.9% 3,006,833 $594.5M
Russell Investments Group, Ltd. 0.61% Add +5.7% 2,869,519 $567.0M
Sei Investments Co. 0.48% Add +10.3% 2,658,479 $525.6M
Duff & Phelps Investment Management Co. 5.40% Add +0.9% 2,632,540 $520.5M
UBS Group AG 0.09% Add +39.8% 2,464,410 $487.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.28% Add +8.7% 2,137,546 $422.6M
D. E. Shaw & Co. 0.35% Add +90.8% 2,079,154 $411.1M
Canada Pension Plan Investment Board 0.26% Add +121.3% 2,027,043 $400.8M
Nordea Investment Management AB 0.37% Add +5.2% 2,030,294 $398.7M
Swiss National Bank 0.23% Add +9.9% 2,014,200 $398.2M
National Pension Service 0.29% Add +1.8% 1,953,024 $386.1M
Alliancebernstein L.P. 0.12% Add +55.4% 2,035,089 $377.7M
PGGM Investments 6.07% Reduce -14.1% 1,751,383 $346.3M
APG Asset Management US Inc. 2.59% Add +2.1% 1,692,393 $336.5M
Barclays PLC 0.12% Add +2.7% 1,695,631 $335.2M
Aberdeen Group plc 0.54% Reduce -2.0% 1,685,701 $333.3M
Citadel Advisors 0.23% Add +766.3% 1,647,617 $325.8M
CANADA LIFE ASSURANCE Co 0.54% Add +2.3% 1,532,757 $303.8M
Schroder Investment Management Group 0.25% Reduce -6.3% 1,528,544 $302.2M
Vanguard Global Advisers, LLC 0.16% — 1,526,277 $301.8M
Wells Fargo & Company 0.06% Add +15.6% 1,462,697 $289.2M
California Public Employees Retirement System 0.17% Reduce -14.5% 1,420,440 $280.8M
Citigroup Inc. 0.17% Add +25.1% 1,366,340 $270.1M
Nomura Asset Management Co. Ltd. 0.70% Add +4.8% 1,366,105 $270.1M
Baron Capital (BAMCO) 0.80% Add +5.3% 1,344,941 $265.9M
Voya Investment Management LLC 0.32% Reduce -0.3% 1,348,208 $265.9M
American Century Companies Inc. 0.14% Reduce -3.3% 1,328,735 $262.7M
Asset Management One Co., Ltd. 0.76% Add +0.3% 1,299,958 $257.0M
Rhumbline Advisers 0.21% Reduce -5.6% 1,261,752 $249.5M
Lasalle Investment Management Securities LLC 9.48% Add +6.3% 1,212,631 $239.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.20% — 1,198,867 $237.0M
Castle Hook Partners LP 4.76% Reduce -4.6% 1,191,651 $235.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.41% Add +0.8% 1,176,500 $232.3M
BNP Paribas Financial Markets 0.15% Add +7.6% 1,164,261 $230.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.48% Reduce -0.3% 1,125,102 $222.4M
Alphinity Investment Management Pty Ltd 3.91% New 1,123,298 $222.1M
SG Americas Securities, LLC 0.25% Add +331.4% 1,122,894 $222.0M
Zimmer Partners, LP 5.65% Add +0.2% 1,118,925 $221.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Add +8.4% 1,118,862 $221.1M
Public Employees Retirement System of Ohio 0.68% Reduce -12.3% 1,068,639 $211.3M
KBC Group NV 0.53% Add +0.1% 1,066,140 $210.8M
Aew Capital Management L P 15.27% Add +9.3% 1,063,905 $210.3M
California State Teachers Retirement System 0.22% Reduce -0.7% 1,035,323 $204.7M
Adelante Capital Management LLC 13.91% Add +2.3% 1,029,079 $203.5M
Cardano Risk Management B.V. 1.93% Add +4.8% 997,300 $197.2M
TD Asset Management Inc 0.15% Add +2.2% 952,538 $188.3M
Healthcare of Ontario Pension Plan Trust Fund 0.30% Add +3305.1% 923,823 $182.6M
Janus Henderson Group PLC 0.08% Add +30.4% 898,586 $177.7M
Raymond James Financial Inc. 0.05% Reduce -2.9% 894,179 $176.8M
Royal Bank of Canada 0.03% Reduce -12.6% 877,687 $173.5M
Pictet Asset Management Holding SA 0.18% Add +2.4% 871,607 $172.3M
Worldquant Millennium Advisors LLC 0.66% Add +1244.9% 863,293 $170.7M
Natixis Advisors, LLC 0.23% Add +6.7% 843,869 $166.8M
Envestnet Asset Management Inc. 0.04% Add +23.0% 837,279 $165.5M
Capital International, Inc. 1.26% Add +10.5% 822,750 $162.7M
Heitman Real Estate Securities LLC 11.60% Reduce -8.6% 815,770 $161.3M
Nomura Asset Management International Inc. 0.28% Reduce -33.3% 810,731 $160.3M
Korea Investment CORP 0.33% Add +26.2% 808,659 $159.9M
Vanguard Investments Australia, Ltd. 0.46% — 799,976 $158.2M
New York State Common Retirement Fund 0.22% Add +4.0% 790,728 $156.3M
Storebrand Asset Management As 0.45% Add +1.0% 786,605 $155.5M
Congress Asset Management Co. 1.06% Reduce -0.4% 750,200 $148.3M
Allianz Asset Management GmbH 0.17% Reduce -9.4% 749,052 $148.1M
STRS Ohio 0.57% Add +0.7% 725,242 $143.4M
FIL Ltd 0.10% Add +139.6% 677,782 $134.0M
Macquarie Group Ltd. 0.80% Reduce -6.1% 677,099 $133.9M
Marshall Wace, LLP 0.14% New 675,946 $133.6M
1832 Asset Management L.P. 0.17% Add +484.5% 656,987 $129.9M
Neuberger Berman Group LLC 0.10% Reduce -0.3% 650,212 $128.6M
Swedbank AB 0.13% Reduce -6.5% 633,469 $125.2M
Adage Capital Partners Gp, L.L.C. 0.19% Add +28.8% 625,106 $123.6M
State Board of Administration of Florida Retirement System 0.22% Add +0.6% 595,007 $117.6M
Bank of Montreal 0.05% Add +9.4% 592,204 $117.1M
TCW Group Inc. 0.85% Add +31.5% 571,230 $112.9M
Aviva PLC 0.19% Add +3.3% 566,969 $112.1M
Retirement Systems of Alabama 0.35% Add +1.5% 537,291 $106.2M
Fred Alger Management, LLC 0.46% Add +797.9% 533,533 $105.5M
State of New Jersey Common Pension Fund D 0.40% Add +4.3% 525,200 $103.8M
New York State Teachers Retirement System 0.21% Add +10.1% 523,486 $103.5M
Mitsubishi UFJ Trust & Banking Corp 0.25% Add +3.5% 513,811 $101.6M
Jones Financial Companies LLLP 0.05% Add +288.4% 509,139 $99.7M
Franklin Resources Inc. 0.02% Add +1.6% 480,374 $95.0M
Balyasny Asset Management L.P. 0.19% Add +197.8% 475,776 $94.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.48% Add +23.6% 475,209 $94.0M
Van Eck Associates Corp. 0.07% Add +23.4% 471,607 $93.2M
LPL Financial LLC 0.02% Add +23.0% 451,343 $89.2M
Holocene Advisors, LP 0.21% New 443,765 $87.7M
First Trust Advisors LP 0.06% Add +2.1% 431,978 $85.4M
Resona Asset Management Co.,Ltd. 0.43% Add +5.6% 435,657 $85.3M
AQR Capital Management 0.04% Reduce -9.7% 430,296 $83.7M
Manufacturers Life Insurance Company, The 0.07% Add +0.0% 421,758 $83.4M
Squarepoint Ops LLC 0.18% Add +77.0% 419,548 $82.9M
State of Alaska, Department of Revenue 0.89% Add +2.3% 417,581 $82.6M
Erste Asset Management GmbH 0.76% Add +130.5% 420,913 $82.3M
Millennium Management 0.06% Add +857.5% 413,769 $81.8M
Danske Bank A/S 0.20% Reduce -0.7% 413,637 $81.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.61% Add +6.2% 413,388 $81.7M
Primecap Management Co. 0.06% No change 384,309 $76.0M
DekaBank Deutsche Girozentrale 0.13% No change 382,262 $75.9M
State of Wisconsin Investment Board 0.17% Add +6.4% 369,051 $73.0M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +140.5% 361,093 $71.4M
Credit Agricole S A 0.23% Reduce -13.1% 352,866 $69.8M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -1.2% 346,029 $68.4M
Bowen Hanes & Co. Inc. 1.67% No change 345,956 $68.4M
APG Asset Management N.V. 0.22% Add +8.7% 396,613 $68.1M
Victory Capital Management Inc. 0.04% Reduce -20.0% 344,030 $68.0M
Royal London Asset Management Ltd. 0.14% Add +3.5% 339,522 $67.1M
UniSuper Management Pty Ltd 0.44% Reduce -9.6% 338,455 $66.9M
Natixis 0.25% Add +34.1% 318,076 $62.9M
Handelsbanken Fonder AB 0.21% Add +0.4% 316,815 $62.6M
Hazelview Securities Inc. 11.52% Add +83.3% 312,963 $61.9M
Ensign Peak Advisors, Inc 0.11% Add +106.9% 308,894 $61.1M
Brookfield Corp 0.08% Add +3.0% 307,019 $60.7M
Toronto Dominion Bank 0.12% Reduce -23.9% 305,229 $60.3M
Candriam S.C.A. 0.31% Reduce -13.8% 303,844 $60.1M
KLP Kapitalforvaltning As 0.24% Add +4.2% 303,346 $60.0M
Border to Coast Pensions Partnership Ltd 1.00% No change 300,000 $59.5M
LBP Am SA 0.80% Add +198.3% 296,651 $58.7M
Stifel Financial Corp. 0.05% Add +5.8% 295,621 $58.5M
Treasurer of the State of North Carolina 0.18% Add +2.2% 294,389 $58.2M
Robeco Institutional Asset Management B.V. 0.08% Reduce -2.2% 293,393 $58.0M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -0.5% 279,332 $55.2M
Wealth Enhancement Advisory Services, LLC 0.12% Add +41.0% 275,111 $55.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.44% Add +4.0% 275,685 $54.5M
Osaic Holdings, Inc. 0.08% Add +6.3% 275,119 $54.4M
Uniplan Investment Counsel, Inc. 5.76% Reduce -4.1% 275,099 $54.4M
CORDA Investment Management, LLC. 3.63% Reduce -5.0% 265,721 $52.5M
Tidal Investments LLC 0.16% Add +22.6% 259,104 $51.2M
CIBC Bancorp USA Inc. 0.07% — 258,678 $51.1M
Mackenzie Financial Corp. 0.06% Add +31.4% 256,459 $50.7M
M.D. Sass, LLC 3.83% Reduce -6.4% 255,592 $50.5M
IFM Investors Pty Ltd 0.42% Add +4.2% 252,190 $49.9M
Cerity Partners LLC 0.07% Add +0.9% 247,551 $48.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.26% Add +65.3% 245,320 $48.5M
EP Wealth Advisors, LLC 0.24% Add +14.3% 245,187 $48.5M
Capital International Sarl 0.77% Add +58.7% 239,169 $47.3M
Hudson Bay Capital Management LP 0.31% New 235,296 $46.5M
PNC Financial Services Group, Inc. 0.03% Add +1.6% 227,950 $45.1M
Federated Hermes, Inc. 0.07% Add +25.0% 227,140 $44.9M
Gotham Asset Management 0.13% Add +30.7% 222,391 $44.0M
Braun Stacey Associates Inc. 1.46% Reduce -0.9% 222,073 $43.9M
NEOS Investment Management LLC 0.22% Add +22.9% 220,336 $43.6M
Creative Planning 0.03% Add +4.0% 220,074 $43.5M
Lansforsakringar Fondforvaltning AB (publ) 0.22% Reduce -1.5% 214,661 $42.4M
State of Tennessee, Department of Treasury 0.14% Reduce -2.9% 214,314 $42.4M
Tredje AP-fonden 0.23% Add +99.7% 210,912 $41.7M
CI Investments Inc. 0.20% Reduce -1.8% 210,878 $41.7M
NewEdge Advisors, LLC 0.15% Add +1040.5% 210,817 $41.7M
Caisse de depot et placement du Quebec 0.07% New 210,328 $41.6M
Metis Global Partners, LLC 1.02% Add +9.4% 209,917 $41.5M
NewEdge Wealth, LLC 0.49% Reduce -3.5% 208,939 $41.3M
Cetera Investment Advisers 0.04% Reduce -0.6% 203,503 $40.2M
Nisa Investment Advisors, LLC 0.15% Reduce -11.9% 201,848 $39.9M
Mediolanum International Funds Ltd 0.42% Add +196.2% 203,690 $39.8M
Farallon Capital Management, L.L.C. 0.24% Reduce -41.7% 200,000 $39.5M
DNB Asset Management AS 0.14% Add +47.9% 199,890 $39.5M
Nissay Asset Management Corp. /Japan 0.21% Add +4.5% 198,770 $39.3M
Public Sector Pension Investment Board 0.12% Add +13.6% 198,471 $39.2M
Factory Mutual Insurance Co. 0.43% Reduce -21.9% 191,900 $37.9M
Czech National Bank 0.25% Add +5.0% 190,030 $37.6M
Arizona State Retirement System 0.22% Reduce -2.5% 187,978 $37.2M
Quantinno Capital Management LP 0.06% Add +16.1% 185,298 $36.6M
Sanctuary Advisors, LLC 0.20% Reduce -4.7% 183,420 $36.3M
MetLife Investment Management, LLC 0.18% Reduce -0.6% 182,612 $36.1M
State of Michigan Retirement System 0.19% Add +1.4% 182,309 $36.0M
Eversept Partners, LP 2.36% New 180,953 $35.8M
Guggenheim Capital LLC 0.29% Add +8.7% 180,845 $35.8M
Groupama Asset Managment 0.51% Reduce -0.5% 176,657 $34.9M
B&I Capital AG 11.86% Reduce -3.0% 176,358 $34.9M
Two Sigma Investments, LP 0.03% Reduce -61.0% 174,951 $34.6M
Banco Santander, S.A. 0.28% Add +5.1% 173,789 $34.4M
UMB Bank, n.a. 0.47% Reduce -0.3% 172,083 $34.0M
Eurizon Capital SGR S.p.A. 0.10% New 167,637 $33.1M
CIBC Asset Management Inc 0.08% Add +3.0% 166,095 $32.8M
Bank of Nova Scotia 0.06% Reduce -10.9% 158,748 $31.4M
Waratah Capital Advisors Ltd. 2.71% Add +96.8% 152,943 $30.2M
Thrivent Financial for Lutherans 0.06% Add +0.4% 152,256 $30.1M
Andra AP-fonden 0.36% Add +11.7% 150,900 $29.8M
Swiss Life Asset Management Ltd 0.15% Add +9.0% 150,766 $29.8M
Vestcor Inc 0.81% Add +31.3% 149,116 $29.5M
Prudential PLC 0.22% Reduce -13.0% 148,869 $29.4M
GRS Advisors, LLC 2.85% Reduce -0.1% 145,581 $28.8M
Assetmark, Inc. 0.06% Add +10.3% 144,528 $28.6M
SEB Asset Management AB 0.12% — 143,334 $28.3M
Susquehanna International Group, LLP 0.04% Add +87.4% 140,700 $27.8M
Alyeska Investment Group, L.P. 0.08% New 139,764 $27.6M
Focus Partners Wealth 0.03% Reduce -0.8% 138,713 $27.4M
Mercer Global Advisors Inc. 0.04% Add +7.2% 138,210 $27.3M
Gillson Capital LP 2.24% New 137,998 $27.3M
Varma Mutual Pension Insurance Co 0.16% No change 137,676 $27.2M
Woodline Partners LP 0.10% Add +16.7% 136,072 $26.9M
Intech Investment Management LLC 0.26% Add +168.8% 136,010 $26.9M
National Bank of Canada 0.03% Reduce -68.3% 135,683 $26.8M
Zurich Insurance Group Ltd 0.21% Reduce -33.4% 133,957 $26.5M
Xponance LLC 0.18% Add +17.4% 130,694 $25.8M
Federation des caisses Desjardins du Quebec 0.09% Add +45.7% 129,877 $25.7M
Cander Asset Management LP 4.60% Add +62.9% 129,693 $25.6M
Danica Pension, Livsforsikringsaktieselskab 0.47% Add +10.8% 126,427 $25.0M
Amalgamated Bank 0.19% Reduce -0.4% 125,806 $24.9M
USS Investment Management Ltd 0.10% Add +5.4% 124,772 $24.7M
Teacher Retirement System of Texas 0.10% Reduce -28.0% 122,235 $24.2M
Cornerstone Advisors, LLC 0.87% New 120,083 $23.7M
Rockefeller Capital Management L.P. 0.04% Reduce -9.8% 118,902 $23.5M
OP Asset Management Ltd 0.24% Add +62.0% 118,356 $23.4M
ProShare Advisors LLC 0.03% Reduce -18.5% 117,599 $23.3M
O'shaughnessy Asset Management, LLC 0.11% Add +10.4% 115,818 $22.9M
Vert Asset Management LLC 7.19% Reduce -1.3% 114,605 $22.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -4.7% 115,842 $22.6M
Calamos Advisors LLC 0.12% No change 113,656 $22.5M
Voloridge Investment Management, LLC 0.09% New 112,931 $22.3M
Capitolis Liquid Global Markets LLC 0.14% — 112,691 $22.3M
Ofi Invest Asset Management 0.29% Add +879.1% 128,655 $22.1M
Utah Retirement Systems 0.23% Add +0.2% 111,752 $22.1M
Ethic Inc. 0.34% Reduce -0.0% 110,503 $21.8M
ABN AMRO Bank N.V. 0.23% Add +0.6% 108,180 $21.6M
Van Lanschot Kempen Investment Management N.V. 0.19% Reduce -5.8% 109,295 $21.6M
Corient Private Wealth LP 0.03% Add +101.9% 109,148 $21.5M
Police & Firemen's Retirement System of New Jersey 0.18% Add +0.7% 105,966 $21.0M
New York Life Investment Management LLC 0.17% Add +4.7% 103,929 $20.5M
Teachers Retirement System of the State of Kentucky 0.16% Reduce -8.3% 103,261 $20.4M
Yousif Capital Management, LLC 0.24% Reduce -1.4% 102,390 $20.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.59% Reduce -2.8% 102,050 $20.2M
Rakuten Investment Management, Inc. 0.04% Add +15.0% 102,983 $20.1M
HighTower Advisors, LLC 0.02% Add +5.0% 100,802 $19.9M
Man Group plc 0.04% Add +104.9% 100,510 $19.9M
Inspire Investing, LLC 1.15% Add +44.5% 100,098 $19.8M
GSI Capital Advisors LLC 10.64% Add +10.5% 99,129 $19.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.19% Reduce -7.6% 99,019 $19.6M
M&T Bank Corp 0.06% Add +2.7% 96,751 $19.1M
ASR Vermogensbeheer N.V. 0.22% Add +0.9% 96,422 $19.1M
Capital Group Private Client Services, Inc. 0.32% Reduce -9.6% 96,009 $19.0M
Mariner, LLC 0.02% Add +11.3% 95,582 $18.9M
Appleton Partners Inc. 1.31% Add +2.3% 95,106 $18.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -20.3% 94,590 $18.7M
Fifth Third Bancorp 0.03% Add +6.8% 93,256 $18.4M
Public Employees Retirement Association of Colorado 0.07% Add +6.8% 92,101 $18.2M
Knights of Columbus Asset Advisors LLC 1.03% Add +1.3% 91,909 $18.2M
New Age Alpha Advisors, LLC 0.85% Reduce -6.0% 91,795 $18.1M
Vanguard Personalized Indexing Management, LLC 0.18% Add +8.5% 91,371 $18.1M
ING Groep NV 0.11% Add +1598.2% 90,787 $17.9M
Keybank National Association 0.06% Add +0.4% 89,883 $17.8M
Allstate Corp. 0.19% Add +39.3% 88,351 $17.5M
Connors Investor Services Inc. 1.59% Reduce -10.2% 87,110 $17.2M
Wealthfront Advisers LLC 0.04% Add +5.9% 87,079 $17.2M
Commonwealth Equity Services, LLC 0.02% Reduce -1.5% 86,964 $17.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.3% 86,058 $17.0M
Captrust Financial Advisors 0.03% Add +4.8% 85,936 $17.0M
Abn Amro Investment Solutions 0.22% Add +5.4% 84,975 $16.8M
QRG Capital Management, Inc. 0.17% Add +9.2% 80,904 $16.0M
NorthCoast Asset Management LLC 0.37% New 80,600 $15.9M
Oregon Public Employees Retirement Fund 0.21% Add +1.6% 79,935 $15.8M
Mutual of America Capital Management LLC 0.17% Add +0.6% 77,621 $15.3M
Venture Visionary Partners LLC 0.50% Add +3.2% 76,508 $15.1M
Chilton Capital Management LLC 0.52% Reduce -0.5% 76,036 $15.0M
Oppenheimer Asset Management Inc. 0.17% Add +11.8% 75,904 $15.0M
GDS Wealth Management 0.88% Add +9.0% 73,913 $14.6M
Avanza Fonder AB 0.40% Reduce -4.4% 72,270 $14.3M
Cibc World Market Inc. 0.02% Reduce -76.6% 71,664 $14.2M
Trust Co. of Toledo NA 1.34% Reduce -2.3% 71,582 $14.2M
MML Investors Services, LLC 0.04% Add +11.5% 70,798 $14.0M
Norinchukin Bank, The 0.16% Add +0.7% 69,570 $13.8M
Westpac Banking Corp. 0.95% Reduce -5.7% 69,410 $13.7M
Janney Montgomery Scott LLC 0.03% Reduce -10.6% 68,899 $13.6M
Blue Chip Partners, LLC 0.97% New 68,404 $13.5M
Brookstone Capital Management 0.15% Add +29.9% 67,752 $13.4M
Mizuho Markets Cayman LP 0.71% New 67,061 $13.3M
CENTRAL TRUST Co 0.26% Reduce -0.2% 66,875 $13.2M
Groupe la Francaise 0.18% Reduce -38.6% 66,226 $13.1M
ExodusPoint Capital Management, LP 0.13% Add +65.4% 66,207 $13.1M
Osmosis Investment Management UK Ltd 0.35% Add +53.9% 65,303 $12.9M
Truist Financial Corp. 0.02% Reduce -7.1% 65,089 $12.9M
US Bancorp \de 0.02% Add +0.8% 62,847 $12.4M
HBK Investments L P 0.17% New 62,515 $12.4M
Signature Estate & Investment Advisors LLC 0.25% Add +25.9% 62,129 $12.3M
Vestmark Advisory Solutions, Inc. 0.14% Add +69.1% 61,913 $12.2M
Allspring Global Investments Holdings, LLC 0.02% Add +4.0% 60,457 $12.0M
Pensionfund PDN 6.89% Add +14.2% 60,253 $11.9M
Rafferty Asset Management, LLC 0.05% Reduce -25.8% 59,279 $11.7M
TD Waterhouse Canada Inc. 0.03% Add +689.1% 58,329 $11.6M
Cwm, LLC 0.03% Add +1.7% 55,856 $11.0M
Harbour Trust & Investment Management Co 1.16% Add +0.9% 55,080 $10.9M
Advisors Asset Management, Inc. 0.18% Reduce -8.8% 54,894 $10.9M
Investment Management Corp of Ontario 0.14% Reduce -26.8% 54,788 $10.8M
Windle Wealth, LLC 4.53% Add +1.6% 54,222 $10.7M
Bayhunt Capital LLC 10.14% New 57,671 $10.7M
WESPAC Advisors SoCal, LLC 2.27% Add +1.5% 53,926 $10.7M
U.S. Capital Wealth Advisors, LLC 0.27% Add +0.5% 53,806 $10.6M
Pathstone Holdings, LLC 0.04% Add +11.7% 53,805 $10.6M
Gulf International Bank (UK) Ltd 0.23% Add +56.4% 53,125 $10.5M
Aptus Capital Advisors, LLC 0.09% Reduce -3.4% 52,419 $10.4M
Fideuram Asset Management (Ireland) dac 1.29% Add +683.4% 53,599 $10.1M
Atria Investments, Inc 0.11% Reduce -4.2% 50,975 $10.1M
Pinnacle Associates Ltd. 0.13% Reduce -1.4% 50,948 $10.1M
Elo Mutual Pension Insurance Co 0.16% Reduce -0.7% 50,265 $9.9M
Kingdon Capital Management, L.L.C. 1.66% No change 50,000 $9.9M
Lido Advisors, LLC 0.04% Reduce -30.3% 49,880 $9.9M
Naviter Wealth, LLC 1.22% Add +14.9% 49,313 $9.7M
Quadrature Capital Ltd 0.12% New 49,122 $9.7M
Easterly Investment Partners LLC 0.71% Reduce -48.8% 47,345 $9.3M
Vanderbilt University 1.72% Add +4.0% 45,913 $9.1M
Triasima Portfolio Management inc. 1.35% Add +1.2% 45,206 $8.9M
Daiichi Life Insurance Co., Ltd. 0.25% Add +26.6% 43,932 $8.7M
Vident Advisory, LLC 0.07% Add +29.4% 43,827 $8.7M
Azimuth Capital Investment Management LLC 0.32% Add +1.8% 43,552 $8.6M
Indivisible Partners 0.76% Add +30.5% 43,224 $8.5M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -66.0% 43,130 $8.5M
Rational Advisors, Inc. 0.93% Add +111.4% 44,400 $8.5M
Windward Capital Management Co. 0.69% Add +0.2% 43,064 $8.5M
Beacon Financial Planning, Inc. 3.26% Add +41.9% 42,632 $8.4M
Empowered Funds, LLC 0.05% Add +4.5% 42,551 $8.4M
Callahan Advisors, LLC 0.70% Reduce -5.0% 42,367 $8.4M
Mizuho Securities USA LLC 0.20% Reduce -15.6% 42,182 $8.3M
Advisors Management Group Inc. 1.52% Reduce -5.0% 42,049 $8.3M
Tower Research Capital LLC (TRC) 0.22% Add +109.1% 42,002 $8.3M
Dupont Capital Management Corp. 0.94% Reduce -23.4% 41,770 $8.3M
Spirit of America Management Corp. 1.62% No change 41,425 $8.2M
Kestra Private Wealth Services, LLC 0.10% Add +6.4% 41,342 $8.2M
Peapack Gladstone Financial Corp. 0.10% Reduce -2.8% 41,069 $8.1M
Carret Asset Management, LLC 0.78% Add +0.2% 40,525 $8.0M
Vise Technologies, Inc. 0.16% No change 42,890 $8.0M
Meiji Yasuda Asset Management Co Ltd. 0.40% Reduce -3.3% 40,258 $8.0M
Azzad Asset Management Inc. 0.80% Add +23.9% 40,189 $7.9M
Hartford Investment Management Co. 0.25% Add +0.2% 39,798 $7.9M
Orion Porfolio Solutions, LLC 0.07% Add +21.7% 39,658 $7.8M
DRW Securities, LLC 0.43% Add +2835.0% 39,622 $7.8M
Crossmark Global Holdings, Inc. 0.12% Add +6.6% 39,539 $7.8M
Generali Asset Management SPA SGR 0.16% Reduce -3.2% 39,474 $7.8M
Pacer Advisors, Inc. 0.02% Reduce -32.8% 39,434 $7.8M
Walleye Capital LLC 0.05% Add +1.9% 39,283 $7.8M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.3% 39,236 $7.8M
Bokf, NA 0.12% Add +16.7% 38,870 $7.7M
B. Metzler seel. Sohn & Co. AG 0.07% Add +8.3% 38,567 $7.6M
Longbow Finance SA 1.37% Add +7.5% 38,372 $7.6M
GeoWealth Management, LLC 0.27% Reduce -23.5% 38,059 $7.5M
AMF Tjanstepension AB 0.05% Add +39.7% 37,040 $7.3M
Fairfield Financial Advisors, LTD 2.51% Add +3.6% 36,731 $7.3M
&partners 0.04% Add +16.6% 36,292 $7.2M
Brasada Capital Management, LP 1.31% Reduce -5.5% 35,484 $7.1M
LGT Group Foundation 0.09% Reduce -35.5% 35,687 $7.1M
Louisiana State Employees Retirement System 0.12% Add +1.4% 35,600 $7.0M
KMG Fiduciary Partners, LLC 0.52% Reduce 0.0% 35,505 $7.0M
Asset Planning Services Inc. /La/ 3.04% Add +0.2% 35,100 $6.9M
OpenArc Corporate Advisory, LLC 0.10% Reduce -4.5% 34,816 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.0% 34,746 $6.9M
Maryland State Retirement & Pension System 0.14% No change 34,659 $6.9M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -40.7% 34,380 $6.8M
Westwood Holdings Group Inc. 0.05% Add +3.0% 33,978 $6.7M
Waverly Advisors, LLC 0.05% Reduce -5.1% 33,966 $6.7M
Beck Capital Management, LLC 1.54% Add +0.4% 33,965 $6.7M
Meiji Yasuda America Inc 1.65% Add +12.5% 33,755 $6.7M
Merit Financial Group, LLC 0.05% Add +5.0% 33,720 $6.7M
First National Bank of Mount Dora, Trust Investment Services 1.41% Add +1286.4% 33,066 $6.5M
Boothbay Fund Management, LLC 0.15% Reduce -7.7% 32,794 $6.5M
Atlantic Union Bankshares Corp 0.12% Add +30.2% 32,697 $6.5M
Legacy CG, LLC 1.79% Add +2.2% 32,658 $6.5M
DoubleLine ETF Adviser LP 2.44% Reduce -21.9% 32,367 $6.4M
Vontobel Holding Ltd. 0.02% Reduce -3.5% 32,174 $6.4M
Agf Management Ltd. 0.03% Reduce -12.4% 32,018 $6.3M
Landscape Capital Management, L.L.C. 0.40% Add +23.8% 31,896 $6.3M
Sterling Capital Management LLC 0.12% Reduce -5.4% 31,606 $6.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.33% No change 31,600 $6.2M
AIA Group Ltd 0.09% Reduce -44.0% 31,204 $6.2M
Verition Fund Management LLC 0.06% Add +252.3% 31,171 $6.2M
Pensionfund Sabic 7.40% Add +8.8% 31,059 $6.1M
New Mexico Educational Retirement Board 0.19% No change 30,748 $6.1M
Blair William & Co. 0.02% Add +1.3% 30,320 $6.0M
D L Carlson Investment Group Inc. 1.03% Reduce -0.3% 30,228 $6.0M
Callan Family Office, LLC 0.13% Add +20.7% 29,580 $5.8M
Bleakley Financial Group, LLC 0.09% Add +20.1% 29,424 $5.8M
E. Ohman J:or Asset Management AB 0.15% Add +0.7% 29,385 $5.8M
TIAA Wealth Investment Management LLC 0.04% — 28,997 $5.7M
Capital International Ltd. 0.21% Add +53.1% 28,943 $5.7M
MUFG Securities EMEA plc 0.08% Add +1.7% 28,606 $5.7M
Banque Cantonale Vaudoise 0.21% Add +12.7% 28,408 $5.6M
AG2R La Mondiale Gestion D'actifs 0.25% Add +3.8% 28,311 $5.6M
Elevation Point Wealth Partners, LLC 0.13% Add +1810.4% 28,217 $5.6M
XTX Topco Ltd 0.10% Add +93.1% 28,175 $5.6M
MAI Capital Management 0.03% Add +4.0% 27,630 $5.5M
OMERS ADMINISTRATION Corp 0.03% Add +34.9% 27,244 $5.4M
Commerce Bank 0.03% Add +15.3% 27,063 $5.4M
Red Cedar Investment Management, LLC 0.55% Reduce -0.6% 26,713 $5.3M
Rainey & Randall Wealth Advisors Inc. 0.85% Reduce -0.3% 26,557 $5.3M
First Pacific Financial 0.67% Reduce -16.1% 26,275 $5.2M
Pinnacle Wealth Management Advisory Group, LLC 0.35% Reduce -1.0% 26,127 $5.2M
Taproot Management LP 0.97% Add +115.1% 25,993 $5.1M
Gladstone Institutional Advisory LLC 0.19% Add +16.4% 25,821 $5.1M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +6.6% 25,743 $5.1M
Transamerica Financial Advisors, LLC 0.43% Reduce -3.0% 25,594 $5.1M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 25,500 $5.0M
Spire Wealth Management 0.17% Reduce -6.8% 25,461 $5.0M
Ostrum Asset Management 0.28% Add +7.2% 25,431 $5.0M
Saudi Central Bank 0.11% New 25,333 $5.0M
CSM Advisors, LLC 0.12% New 25,121 $5.0M
Illinois Municipal Retirement Fund 0.06% Add +251.3% 25,134 $5.0M
Nomura Holdings Inc. 0.04% Reduce -19.9% 24,996 $4.9M
Horizon Investments, LLC 0.06% Add +5.0% 25,027 $4.9M
Jain Global LLC 0.07% Add +27.0% 24,663 $4.9M
Hamilton Capital Partners Inc. 0.16% Add +10.3% 24,652 $4.9M
Brant Point Investment Management LLC 1.33% Add +44.2% 24,514 $4.8M
GAMCO Investors 0.05% Add +0.0% 24,173 $4.8M
Kestra Advisory Services, LLC 0.02% Add +8.3% 24,002 $4.7M
Assenagon Asset Management S.A. 0.01% Add +2.2% 23,985 $4.7M
Park Avenue Securities LLC 0.04% Add +4.4% 23,789 $4.7M
Siemens Fonds Invest GmbH 0.27% Reduce -0.9% 23,565 $4.7M
Westover Capital Advisors, LLC 0.85% Reduce -0.9% 23,471 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +2.7% 23,456 $4.6M
Pier 88 Investment Partners LLC 6.86% Add +11.4% 23,400 $4.6M
Private Advisor Group, LLC 0.02% Reduce -0.3% 23,353 $4.6M
Boston Family Office LLC 0.30% Add +4.8% 23,091 $4.6M
Ascent Group, LLC 0.16% Reduce -4.2% 23,065 $4.6M
Dorsey Wright & Associates 0.56% Add +131.5% 22,908 $4.5M
Romano Brothers and Company 0.51% Reduce -0.8% 22,880 $4.5M
Capital Group Investment Management Pte. LTD. 0.77% Add +70.4% 22,817 $4.5M
Brown Advisory Inc. 0.01% Add +0.3% 22,679 $4.5M
Acadian Asset Management LLC 0.01% Reduce -86.5% 22,665 $4.5M
Concurrent Investment Advisors, LLC 0.05% Add +0.7% 22,587 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Add +68.5% 22,560 $4.5M
Brentview Investment Management LLC 1.92% Add +5.5% 22,442 $4.4M
Perpetual Ltd 0.07% Add +0.7% 22,416 $4.4M
United Capital Financial Advisors, LLC 0.03% Add +0.2% 22,388 $4.4M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +1.8% 22,326 $4.4M
L & S Advisors Inc 0.54% New 21,547 $4.3M
Spinnaker Trust 0.23% Reduce -3.7% 21,380 $4.2M
Argentarii, LLC 1.46% Add +0.0% 21,116 $4.2M
Union Bancaire Privee, UBP SA 0.06% Add +1.6% 30,439 $4.1M
Portfolio Design Labs, LLC 0.72% Reduce -9.5% 20,501 $4.1M
Allworth Financial LP 0.02% Reduce -8.1% 20,259 $4.0M
Asset Planning,Inc 2.83% Add +1.0% 20,108 $4.0M
Bleichroeder LP 0.68% No change 20,000 $4.0M
North Dakota State Investment Board 0.17% Reduce -13.2% 19,920 $3.9M
Great Diamond Partners, LLC 0.75% Add +1.8% 19,836 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +2.5% 19,477 $3.9M
Chesley Taft & Associates LLC 0.16% Add +0.9% 19,335 $3.8M
Mufg Securities Americas Inc. 0.25% Add +4.4% 19,307 $3.8M
FJ Capital Management LLC 0.43% Reduce -8.1% 19,277 $3.8M
Laird Norton Wetherby Trust Company, LLC 0.08% Add +2.5% 19,236 $3.8M
Nilsine Partners, LLC 0.30% Add +6.7% 18,108 $3.8M
Benjamin Edwards Inc. 0.04% Add +14.4% 19,174 $3.8M
Harvest Investment Services, LLC 0.69% Add +21.3% 19,154 $3.8M
Summit Place Financial Advisors, LLC 1.81% Reduce -9.7% 19,096 $3.8M
Fifth Third Wealth Advisors LLC 0.13% Add +2.6% 18,973 $3.8M
Securian Asset Management, Inc. 0.15% Add +1.8% 18,929 $3.7M
Exchange Traded Concepts, LLC 0.03% Add +16.6% 18,916 $3.7M
V-Square Quantitative Management LLC 0.39% Add +4.4% 18,875 $3.7M
Quadrant Capital Group LLC 0.11% Add +16.9% 18,689 $3.7M
Kintegral Advisory, LLC 0.35% Reduce -4.3% 18,451 $3.6M
Hilton Capital Management, LLC 0.28% Add +2.5% 18,437 $3.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -29.9% 18,414 $3.6M
Retirement Management Systems Inc. 0.87% Reduce -30.8% 18,205 $3.6M
YHB Investment Advisors, Inc. 0.26% Add +6.8% 18,184 $3.6M
Meeder Advisory Services, Inc. 0.15% Add +5.6% 18,170 $3.6M
World Investment Advisors 0.06% Add +15.4% 18,152 $3.6M
Rice Partnership, LLC 0.49% New 18,075 $3.6M
Edgestream Partners, L.P. 0.12% Add +278.0% 17,991 $3.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.38% Reduce -6.8% 17,970 $3.6M
HB Wealth Management, LLC 0.02% Add +6.9% 17,860 $3.5M
Oppenheimer & Co. Inc. 0.04% Add +2.3% 17,789 $3.5M
Group One Trading LLC 0.12% New 17,781 $3.5M
Kentucky Retirement Systems Insurance Trust Fund 0.24% No change 17,611 $3.5M
Sarasin & Partners LLP 0.04% Reduce -5.4% 17,441 $3.4M
Wahed Invest LLC 0.45% Reduce -4.2% 17,343 $3.4M
Canada Post Corp Registered Pension Plan 0.14% Reduce -12.9% 17,339 $3.4M
Arkadios Wealth Advisors 0.06% Reduce -32.2% 17,235 $3.4M
Impax Asset Management Group plc 0.02% Add +3.9% 17,189 $3.4M
Praxis Investment Management Inc. 0.21% No change 17,153 $3.4M
Morangie Management LLC 3.12% Add +63.4% 17,151 $3.4M
Raiffeisen Bank International AG 0.05% Reduce -16.5% 17,303 $3.4M
Capital Investment Advisors, LLC 0.05% Add +1.0% 16,953 $3.4M
Bessemer Group Inc. 0.01% Add +20.3% 16,738 $3.3M
Summit Trail Advisors, LLC 0.05% Add +37.2% 16,574 $3.3M
GAMMA Investing LLC 0.15% Add +8.3% 16,528 $3.3M
Principal Securities, Inc. 0.05% Add +12.7% 16,506 $3.3M
Beacon Pointe Advisors, LLC 0.02% Add +55.8% 16,405 $3.2M
Brooklyn Investment Group 0.10% Add +37.5% 16,015 $3.2M
Sound View Wealth Advisors Group, LLC 0.21% Reduce -1.4% 15,966 $3.2M
Coldstream Capital Management Inc. 0.04% Add +12.7% 15,904 $3.1M
Centaurus Financial, Inc. 0.15% Add +5.2% 15,724 $3.1M
MASTERINVEST Kapitalanlage GmbH 0.31% Reduce -11.6% 15,295 $3.0M
Sumitomo Life Insurance Co. 0.07% Add +2.6% 15,173 $3.0M
Triglav Investments, D.O.O. 0.21% Reduce -68.5% 14,866 $2.9M
Nearwater Capital Markets, Ltd 0.07% New 14,600 $2.9M
Meiji Yasuda Life Insurance Co 0.10% Reduce -4.4% 14,450 $2.9M
Edgemoor Investment Advisors, Inc. 0.23% Reduce -0.1% 14,385 $2.8M
Nations Financial Group Inc, /Ia/ 0.14% Add +4.3% 14,124 $2.8M
BDF-Gestion 0.37% No change 14,077 $2.8M
Verde Capital Management 0.59% Reduce -10.9% 14,036 $2.8M
O'ROURKE & COMPANY, Inc 1.09% Reduce -4.3% 13,924 $2.8M
Simon Quick Advisors, LLC 0.13% Reduce -9.9% 13,841 $2.7M
CreativeOne Wealth, LLC 0.06% Reduce -3.4% 13,841 $2.7M
Los Angeles Capital Management LLC 0.01% Reduce -97.8% 13,823 $2.7M
Florida Trust Wealth Management Co 0.08% Add +4.0% 13,811 $2.7M
Signaturefd, LLC 0.04% Add +5.5% 13,774 $2.7M
Advance Capital Management, Inc. 0.10% Add +0.2% 13,755 $2.7M
Old Second National Bank of Aurora 0.56% Reduce -2.1% 13,735 $2.7M
Glenmede Trust Co. NA 0.01% Add +11.3% 13,403 $2.6M
Garrison Bradford & Associates Inc. 2.97% Add +0.8% 13,276 $2.6M
GLOBALT Investments LLC / GA 0.09% New 13,126 $2.6M
Choreo, LLC 0.03% Reduce -4.5% 12,791 $2.5M
Independent Financial Group, LLC 0.06% Add +10.5% 12,743 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +8.8% 12,678 $2.5M
NTV Asset Management LLC 0.27% Reduce -1.8% 12,592 $2.5M
Patton Fund Management, Inc. 0.42% Reduce -62.8% 12,428 $2.5M
LDR Capital Management LLC 4.79% Add +14.5% 12,401 $2.5M
J.W. Cole Advisors, Inc. 0.08% Add +3.3% 12,178 $2.4M
iA Global Asset Management Inc. 0.03% New 12,143 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +240.8% 12,134 $2.4M
Wesbanco Bank Inc. 0.07% Reduce -0.9% 12,099 $2.4M
Prospera Financial Services Inc 0.04% Reduce -3.9% 11,929 $2.4M
Twin Capital Management Inc. 0.30% Reduce -9.1% 11,749 $2.3M
Savvy Advisors, Inc. 0.06% Add +33.9% 11,619 $2.3M
AustralianSuper Pty Ltd 0.01% New 11,417 $2.3M
Farther Finance Advisors, LLC 0.02% Add +11.3% 11,284 $2.2M
Caprock Group, LLC 0.05% Reduce -26.3% 11,160 $2.2M
Snowden Capital Advisors LLC 0.06% Add +10.6% 11,137 $2.2M
Stevens Capital Management LP 0.34% Reduce -66.0% 11,119 $2.2M
High Point Wealth Management, LLC 2.17% Add +18.3% 11,112 $2.2M
GTS Securities LLC 0.08% Add +80.1% 11,108 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +1.0% 11,058 $2.2M
Contravisory Investment Management, Inc. 0.45% Add +104.5% 11,017 $2.2M
RDA Financial Network 0.54% Add +2.4% 10,928 $2.2M
DAVENPORT & Co LLC 0.01% Add +49.5% 10,878 $2.2M
Welch Group, LLC 0.08% No change 10,731 $2.1M
Banque Pictet & Cie SA 0.02% New 10,671 $2.1M
Hartford Funds Management Co LLC 0.18% Reduce -18.7% 10,660 $2.1M
Ritholtz Wealth Management 0.04% Add +15.9% 10,656 $2.1M
Ballentine Partners, LLC 0.03% Reduce -1.9% 10,605 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +96.9% 10,584 $2.1M
Greenleaf Trust 0.02% Add +7.1% 10,497 $2.1M
Gerald Baker Financial Group LLC 0.66% — 10,466 $2.1M
Everhart Financial Group, Inc. 0.17% Add +16.3% 10,396 $2.1M
Virtus Investment Advisers, LLC 0.56% Reduce -2.6% 10,342 $2.0M
Phoenix Financial Ltd. 0.02% Add +45.2% 10,340 $2.0M
Tema ETFs LLC 0.14% Add +0.5% 10,235 $2.0M
Frank, Rimerman Advisors LLC 0.13% Add +3.3% 10,196 $2.0M
Walleye Trading LLC 0.04% New 10,161 $2.0M
GF Fund Management Co. LTD. 0.03% Reduce -8.8% 10,108 $2.0M
James Investment Research, Inc. 0.22% Reduce -2.3% 10,096 $2.0M
Parallax Volatility Advisers, L.P. 0.11% Add +54.1% 9,625 $2.0M
Compound Planning, Inc. 0.06% Add +9.8% 10,029 $2.0M
Wealthspire Retirement, LLC 0.12% Reduce -1.2% 10,009 $2.0M
American Assets Investment Management, LLC 0.13% No change 10,000 $2.0M
Western Financial Corp 0.77% Reduce -7.0% 9,953 $2.0M
Paradigm Asset Management Co. LLC 0.46% No change 9,938 $2.0M
Huntington National Bank 0.01% Add +0.5% 9,897 $2.0M
Wedmont Private Capital 0.06% Add +2.6% 9,524 $1.9M
American Financial Advisors, LLC 0.26% Reduce -5.7% 9,851 $1.9M
Bailard, Inc. 0.04% Reduce -1.0% 9,802 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -0.5% 9,764 $1.9M
Schonfeld Strategic Advisors LLC 0.02% New 9,748 $1.9M
Waterloo Capital, L.P. 0.13% Reduce -9.2% 9,540 $1.9M
Ieq Capital, LLC 0.01% Add +775.3% 9,523 $1.9M
Ossiam 0.03% Reduce -90.4% 9,478 $1.9M
Wealth Enhancement Trust Services, Inc. 0.23% Add +6.3% 9,413 $1.9M
J. Safra Sarasin Holding AG 0.03% Reduce -40.5% 9,419 $1.9M
Equitable Holdings, Inc. 0.01% Add +42.5% 9,804 $1.9M
Denali Advisors LLC 0.21% Reduce -0.3% 9,335 $1.8M
D.A. Davidson & Co. 0.01% Reduce -42.0% 9,310 $1.8M
Jump Financial, LLC 0.03% New 9,282 $1.8M
Mutual Advisors, LLC 0.04% Add +231.2% 9,279 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +131.1% 9,236 $1.8M
Banco BTG Pactual S.A. 0.35% New 9,166 $1.8M
Prestige Wealth Management Group LLC 0.35% Add +7866.7% 9,082 $1.8M
Arbor Capital Management Inc. 1.45% Reduce -7.0% 8,764 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.52% Add +0.5% 8,986 $1.8M
Carnegie Investment Counsel 0.03% Reduce -0.1% 8,966 $1.8M
Mgo One Seven LLC 0.04% Add +8.1% 8,958 $1.8M
Plato Investment Management Ltd 0.12% Add +103.7% 8,947 $1.8M
Purkiss Capital Advisors LLC 0.78% Add +21.7% 8,943 $1.8M
Jeppson Wealth Management, LLC 0.55% Reduce -0.4% 8,899 $1.8M
VestGen Advisors, LLC 0.05% Add +361.7% 7,996 $1.7M
Agate Pass Investment Management, LLC 0.68% No change 8,785 $1.7M
Independent Advisor Alliance 0.02% Reduce -39.0% 8,684 $1.7M
Sigma Planning Corp 0.05% Add +76.3% 8,574 $1.7M
Life Cycle Investment Partners Ltd 0.01% New 8,378 $1.7M
Schnieders Capital Management, Llc. 0.26% Reduce -0.6% 8,344 $1.6M
Summit Global Investments 0.10% New 8,308 $1.6M
Allianz SE 0.02% Reduce -80.5% 8,270 $1.6M
Trueblood Wealth Management, LLC 0.64% Reduce -0.3% 8,270 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +71.8% 8,239 $1.6M
Evergreen Capital Management LLC 0.04% Add +26.3% 8,237 $1.6M
RFG - Bristol Wealth Advisors, LLC 0.43% Add +0.7% 8,107 $1.6M
Picton Mahoney Asset Management 0.02% New 8,100 $1.6M
Smartleaf Asset Management LLC 0.06% Add +12.1% 8,160 $1.6M
Pinnacle Financial Partners, Inc. 0.01% Add +2.4% 8,027 $1.6M
Savant Capital, LLC 0.01% Add +3.6% 8,020 $1.6M
PFG Investments, LLC 0.07% Reduce -1.3% 8,013 $1.6M
Emergent Wealth Advisors, LLC 0.93% Reduce -1.9% 7,947 $1.6M
Stephens Inc. 0.02% Reduce -20.9% 7,925 $1.6M
Kornitzer Capital Management Inc. 0.03% Reduce -55.9% 7,900 $1.6M
Highview Capital Management LLC 0.56% Add +2.0% 7,738 $1.5M
Profund Advisors LLC 0.05% Reduce -26.5% 7,484 $1.5M
American National Bank & Trust 0.14% Add +4.6% 7,398 $1.5M
Ancora Advisors LLC 0.03% Reduce -3.2% 7,379 $1.5M
Vinva Investment Management Ltd 0.02% Add +77.9% 7,431 $1.5M
Kingsview Wealth Management, LLC 0.02% Add +2.3% 7,298 $1.4M
Drake & Associates, LLC 0.27% Reduce -32.6% 7,207 $1.4M
Saturna Capital Corp. 0.02% Add +13.3% 7,205 $1.4M
Parallel Advisors, LLC 0.03% Add +0.7% 7,161 $1.4M
Brighton Jones LLC 0.03% New 7,099 $1.4M
Sax Wealth Advisors, LLC 0.07% No change 7,559 $1.4M
Stiles Financial Services Inc 0.43% Reduce -2.5% 7,056 $1.4M
Community Bank & Trust, Waco, Texas 0.28% Reduce -0.1% 7,054 $1.4M
Morey & Quinn Wealth Partners, LLC 0.98% No change 6,998 $1.4M
Checchi Capital Advisers, LLC 0.09% Add +4.0% 6,969 $1.4M
S&A Financial Services, Inc. 0.95% — 6,967 $1.4M
Wealth Architects, LLC 0.12% Add +0.1% 6,945 $1.4M
Sagespring Wealth Partners, LLC 0.02% Reduce -0.3% 6,891 $1.4M
DigitalBridge Group, Inc. 0.09% Add +98.5% 6,850 $1.4M
EverSource Wealth Advisors, LLC 0.04% Add +13.0% 6,844 $1.4M
Great Lakes Advisors, LLC 0.01% Reduce -1.4% 6,813 $1.3M
Values First Advisors, Inc. 0.70% Add +1.3% 6,795 $1.3M
Hantz Financial Services, Inc. 0.02% Add +7.7% 6,757 $1.3M
Kingswood Wealth Advisors, LLC 0.06% Add +0.4% 6,631 $1.3M
Northeast Investment Management 0.05% New 6,562 $1.3M
Cigna Investments Inc. 0.20% Reduce -0.8% 6,558 $1.3M
AlphaCore Capital LLC 0.03% Reduce -20.2% 6,493 $1.3M
Level Four Advisory Services, LLC 0.04% Reduce -0.8% 6,480 $1.3M
Penserra Capital Management LLC 0.01% Add +2.7% 6,473 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Add +3.6% 6,460 $1.3M
Apella Capital, LLC 0.02% Add +4.1% 6,016 $1.3M
Farmers & Merchants Investments Inc. 0.03% Reduce -1.5% 6,378 $1.3M
Harbor Investment Advisory, LLC 0.10% Add +6.3% 6,366 $1.3M
Fig Financial Advisory Services Inc. 0.79% Add +0.2% 6,353 $1.3M
Summit Financial, LLC 0.02% Add +4.3% 6,344 $1.3M
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.98% Add +244.9% 6,315 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +1.4% 6,292 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -7.2% 6,263 $1.2M
Ameritas Investment Partners, Inc. 0.04% Add +1.9% 6,257 $1.2M
Texas Yale Capital Corp. 0.04% Reduce -0.2% 6,252 $1.2M
IHT Wealth Management, LLC 0.03% Add +41.0% 6,240 $1.2M
RiverFront Investment Group, LLC 0.02% Reduce -2.6% 6,239 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% Add +7.8% 6,128 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -2.9% 6,087 $1.2M
Pacific Sun Financial Corp 0.58% No change 6,063 $1.2M
Qtron Investments LLC 0.16% Add +0.1% 6,060 $1.2M
Richwood Investment Advisors, LLC 0.92% No change 6,057 $1.2M
Dudley Capital Management, LLC 0.53% No change 6,025 $1.2M
BSW Wealth Partners 0.15% Reduce -4.5% 6,017 $1.2M
Trustmark Bank Trust Department 0.08% Add +5.0% 5,929 $1.2M
Ellevest, Inc. 0.16% Reduce -0.6% 5,923 $1.2M
Clearstead Advisors, LLC 0.01% Reduce -21.4% 5,794 $1.1M
Sun Life Financial Inc. 0.06% New 5,760 $1.1M
Essex Financial Services, Inc. 0.06% Add +51.9% 5,756 $1.1M
Jefferies Financial Group Inc. 0.01% Add +134.2% 5,742 $1.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% No change 5,713 $1.1M
Pinebridge Investments LLC 0.01% Add +23.5% 5,667 $1.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -10.9% 5,661 $1.1M
CVFG LLC 0.14% New 5,651 $1.1M
Ninety One UK Ltd 0.00% New 5,647 $1.1M
Continuum Advisory, LLC 0.11% Reduce -7.2% 5,646 $1.1M
Commerzbank Aktiengesellschaft 0.02% Reduce -16.8% 5,616 $1.1M
Evolve Private Wealth, LLC 0.06% Reduce -0.4% 5,595 $1.1M
Ibex Wealth Advisors 0.10% New 5,571 $1.1M
Syon Capital LLC 0.06% Add +1.7% 5,568 $1.1M
Harbour Investments, Inc. 0.02% Add +37.1% 5,496 $1.1M
Lumbard & Kellner, LLC 0.38% No change 5,496 $1.1M
Park Edge Advisors, LLC 0.25% Add +3.9% 5,451 $1.1M
Busey Bank 0.03% Reduce -6.1% 5,440 $1.1M
Friedenthal Financial 0.54% Reduce -1.4% 5,403 $1.1M
Stableford Capital II LLC 0.39% Reduce -0.3% 5,377 $1.1M
Florida Financial Advisors, LLC 0.25% Add +17.2% 5,357 $1.1M
Diversified Trust Co. 0.02% Reduce -45.2% 5,343 $1.1M
Retirement Planning Co of New England, Inc. 0.42% Add +0.3% 5,269 $1.0M
Fidelis Capital Partners, LLC 0.07% Add +2.4% 5,268 $1.0M
Ashton Thomas Securities, LLC 0.13% Reduce -0.4% 5,200 $1.0M
Sara-Bay Financial 0.31% No change 5,135 $1.0M
Jackson Square Capital, LLC 0.21% Add +1.9% 5,121 $1.0M
Perigon Wealth Management, LLC 0.02% Reduce -22.4% 5,120 $1.0M
ARS Wealth Advisors Group, LLC 0.09% Add +2.5% 5,113 $1.0M
Benchmark Investment Advisors LLC 0.58% — 5,060 $1.0M
Premier Path Wealth Partners, LLC 0.13% Add +9.0% 5,047 $998K
Frec Markets, Inc. 0.17% Add +48.5% 5,013 $991K
Personal Cfo Solutions, LLC 0.14% Add +28.5% 4,991 $987K
Legacy Wealth Asset Management, LLC 0.24% Add +3.1% 4,985 $986K
Finward Bancorp 0.79% Reduce -2.5% 4,971 $983K
LongView Wealth Management 0.25% Reduce -1.0% 4,647 $980K
Monetary Management Group Inc. 0.23% Reduce -7.9% 4,925 $974K
Geneos Wealth Management Inc. 0.02% Reduce -3.2% 4,921 $973K
Aprio Wealth Management, LLC 0.05% Add +23.8% 4,871 $963K
Investment Advisory Group, LLC 0.24% Reduce -2.1% 4,817 $952K
Quantitative Investment Management, LLC 0.10% Reduce -38.9% 4,808 $950K
M&G PLC 0.01% Add +0.7% 4,786 $948K
Capital Square, LLC 0.44% Reduce -18.6% 4,538 $947K
Dodds Wealth, LLC 0.23% Reduce -21.1% 4,748 $939K
PDS Planning, Inc 0.06% Add +3.0% 4,713 $932K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -54.6% 4,673 $924K
Lederer & Associates Investment Counsel 0.65% No change 4,649 $919K
Supplemental Annuity Collective Trust of NJ 0.26% New 4,647 $919K
Wealthspire Advisors, LLC 0.01% Reduce -14.5% 4,632 $916K
SJS Investment Consulting Inc. 0.11% Reduce -9.2% 4,604 $910K
First American Trust, FSB 0.06% Add +1.6% 4,593 $908K
Clear Trail Advisors, LLC 0.15% Add +176.4% 4,531 $896K
Marex Group Ltd 0.01% Add +61.0% 4,511 $892K
Fulcrum Capital LLC 0.19% Reduce -1.1% 4,483 $886K
Joel Isaacson & Co., LLC 0.03% No change 4,480 $886K
Midwest Trust Co 0.01% Reduce -3.0% 4,436 $877K
IFP Advisors, Inc 0.02% Add +5.4% 4,434 $877K
Tower Bridge Advisors 0.08% No change 4,425 $875K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.46% Reduce -27.9% 4,400 $870K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +0.8% 4,397 $869K
Ingalls & Snyder LLC 0.03% No change 4,395 $869K
ProVise Management Group, LLC 0.06% Reduce -10.1% 4,386 $867K
Alteri Wealth LLC 0.28% Reduce -0.6% 4,385 $867K
Foster Victor Wealth Advisors, LLC 0.05% No change 4,091 $863K
Buckley Wealth Management, LLC 0.22% Add +16.5% 4,355 $861K
Journey Strategic Wealth LLC 0.02% Add +42.9% 4,350 $860K
AA Financial Advisors, LLC 0.12% Add +13.2% 4,344 $859K
Fairtree Asset Management (Pty) Ltd 0.39% Reduce -0.0% 4,290 $848K
Bard Associates Inc. 0.21% Reduce -3.5% 4,277 $846K
Quantum Portfolio Management LLC 0.37% Reduce -20.2% 4,266 $843K
LRI Investments, LLC 0.07% Reduce -6.2% 4,220 $834K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.9% 4,142 $832K
Panoramic Investment Advisors, LLC 0.45% Reduce -1.1% 4,204 $831K
Balboa Wealth Partners 0.14% Add +21.3% 4,181 $827K
Associated Banc-Corp 0.02% Add +0.2% 4,174 $825K
St Germain D J Co. Inc. 0.03% Reduce -2.5% 4,159 $822K
Tuttle Capital Management, LLC 1.34% No change 4,112 $813K
AE Wealth Management LLC 0.00% Add +18.2% 4,102 $811K
Integrated Advisors Network LLC 0.04% Reduce -16.3% 4,094 $809K
River Street Advisors LLC 0.27% Add +6.0% 4,073 $805K
Jackson Creek Investment Advisors LLC 0.24% Reduce -6.1% 4,059 $803K
HBK Sorce Advisory LLC 0.02% Add +10.3% 3,734 $801K
Prosperity Consulting Group, LLC 0.04% Add +9.1% 4,050 $801K
Turtle Creek Wealth Advisors, LLC 0.06% Add +15.8% 4,040 $799K
Johnson Investment Counsel Inc. 0.01% Reduce -30.3% 4,037 $798K
Bull Harbor Capital LLC 0.21% — 4,028 $796K
Manske Wealth Management 0.22% Reduce -3.0% 4,025 $796K
Souders Financial Advisors 0.09% Add +9.5% 4,016 $794K
Caldwell Sutter Capital, Inc. 0.32% Add +10.7% 4,014 $794K
Beto Financial Group, LLC 0.46% Add +0.8% 3,722 $793K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -39.1% 3,981 $787K
Valued Retirements, Inc. 0.77% Add +13.9% 3,972 $785K
Churchill Financial Advisors, LLC 0.17% Reduce -3.0% 3,970 $785K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.26% Add +11.3% 3,950 $781K
Saiph Capital, LLC 0.30% New 3,949 $781K
Silver Oak Securities, Incorporated 0.06% Add +22.1% 3,922 $775K
Comprehensive Money Management Services LLC 0.51% Add +1.2% 3,921 $775K
Glenview Trust Co 0.01% Add +0.1% 3,902 $771K
180 Wealth Advisors, LLC 0.09% Reduce -0.4% 3,889 $769K
Donoghue Forlines LLC 0.21% Reduce -71.1% 3,879 $767K
Baldwin Investment Management, LLC 0.09% Reduce -4.9% 3,876 $766K
Advisory Services Network, LLC 0.01% Add +14.4% 3,845 $760K
Southland Equity Partners LLC 0.15% Reduce -2.6% 3,843 $760K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 3,834 $758K
TD Private Client Wealth LLC 0.02% Add +20.2% 3,834 $758K
Madden Advisory Services, Inc. 0.30% Reduce -21.6% 3,810 $753K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.3% 3,797 $751K
Simplicity Wealth,LLC 0.04% Add +6.7% 3,736 $739K
Driehaus Capital Management LLC 0.01% Add +48.1% 3,734 $738K
Dogwood Wealth Management LLC 0.32% Reduce -9.3% 3,726 $737K
L2 Asset Management, LLC 0.07% Add +7.2% 3,709 $733K
Rehmann Capital Advisory Group 0.04% Reduce -11.4% 3,642 $720K
CX Institutional 0.02% Add +3.9% 3,637 $719K
Family Wealth Partners, LLC 0.24% Add +1.8% 3,630 $717K
Kesler, Norman & Wride, LLC 0.12% New 3,629 $717K
Flputnam Investment Management Co. 0.01% Add +2.0% 3,625 $717K
Panagora Asset Management Inc. 0.00% No change 3,625 $717K
CoreCap Advisors, LLC 0.02% Reduce -0.3% 3,603 $712K
Ameritas Advisory Services, LLC 0.03% Reduce -3.2% 3,598 $711K
Pension & Wealth Management Advisors, Inc. 0.21% Reduce -56.6% 3,593 $711K
Van Hulzen Asset Management, LLC 0.05% Add +0.2% 3,567 $705K
Peak Planning Group, LLC 0.19% Reduce -0.6% 3,540 $700K
Strategy Asset Managers LLC 0.11% Add +1.0% 3,516 $695K
Stonebridge Financial Group, LLC 0.06% Add +0.2% 3,505 $693K
Catalyst Financial Partners LLC 0.08% Add +55.4% 3,486 $689K
Comprehensive Financial Consultants Institutional, Inc. 0.20% No change 3,474 $687K
Westerkirk Capital Inc. 0.07% No change 3,471 $686K
GWN Securities Inc. 0.13% Add +6.9% 3,430 $678K
FSM Wealth Advisors, LLC 0.09% Add +92.5% 3,400 $672K
LCNB Corp. 0.23% No change 3,392 $671K
Ascentis Independent Advisors 0.05% Add +33.2% 3,379 $668K
Pettyjohn, Wood & White, Inc. 0.11% No change 3,374 $667K
Gateway Investment Advisers LLC 0.01% Add +67.9% 3,364 $665K
HF Advisory Group, LLC 0.22% Reduce -1.4% 3,339 $660K
Harvest Fund Management Co., Ltd 0.03% Reduce -84.1% 3,325 $657K
Eurizon SLJ Capital Ltd 0.31% Reduce -25.5% 3,297 $652K
Pinnacle Wealth Management Group, Inc. 0.32% Add +0.2% 3,284 $649K
Keystone Financial Group 0.04% Add +3.7% 3,283 $649K
Shelton Capital Management 0.01% No change 3,278 $648K
First Affirmative Financial Network 0.25% — 3,273 $647K
Cambria Investment Management, L.P. 0.04% Reduce -15.9% 3,252 $643K
Point Windward Advisors Inc. 0.33% No change 3,250 $643K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -27.9% 3,251 $642K
Obermeyer Wealth Partners 0.03% Reduce -0.1% 3,200 $633K
Lake Street Private Wealth, LLC 0.08% Reduce -8.0% 3,167 $626K
Koshinski Asset Management, Inc. 0.04% Reduce -6.3% 3,162 $625K
Hendershot Investments Inc. 0.08% No change 3,126 $618K
Moors & Cabot, Inc. 0.03% Add +2.5% 3,123 $617K
Composition Wealth, LLC 0.01% Add +24.3% 3,120 $617K
Mosaic Family Wealth Partners, LLC 0.06% No change 3,114 $616K
Sfmg, LLC 0.04% Reduce -4.4% 3,110 $615K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -14.5% 3,136 $612K
Angeles Wealth Management, LLC 0.03% Add +65.5% 3,095 $612K
HighPoint Advisor Group LLC 0.03% Reduce -77.4% 3,093 $612K
PlanVest Financial, Inc 0.46% — 3,072 $608K
Waddell & Associates, LLC 0.03% No change 3,071 $607K
AlphaGrep UK Ltd 0.18% Reduce -33.7% 3,053 $604K
FWG Holdings, LLC 0.23% Add +6.8% 2,987 $600K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -11.8% 3,033 $600K
Spirepoint Private Client, LLC 0.06% Reduce -6.7% 3,018 $597K
Conning Inc. 0.02% Reduce -13.3% 3,007 $595K
Walter Public Investments Inc. 0.14% No change 3,000 $593K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -5.6% 2,997 $593K
Valmark Advisers, Inc. 0.01% Reduce -0.2% 2,990 $591K
Sageworth Trust Co 0.03% Add +67.7% 2,976 $588K
Blue Trust, Inc. 0.01% Reduce -3.5% 2,971 $587K
Coastal Bridge Advisors, LLC 0.04% Reduce -69.3% 2,947 $583K
Shrier Wealth Management, LLC 0.21% Add +0.2% 2,897 $573K
LYNX Capital Group Ltd. 0.26% No change 2,878 $569K
Dakota Wealth Management 0.01% Reduce -17.8% 2,876 $569K
Childress Capital Advisors, LLC 0.10% Reduce -29.2% 2,873 $568K
LGT Fund Management Co Ltd. 0.02% Add +11.3% 2,857 $565K
Heartland Bank & Trust Co 0.13% Add +3.0% 2,854 $564K
Aureus Asset Management, LLC 0.04% Add +46.1% 2,850 $563K
Stock Yards Bank & Trust Co. 0.02% Add +0.4% 2,824 $558K
Wedbush Securities Inc. 0.02% Add +7.7% 2,822 $558K
Keel Point, LLC 0.04% Reduce -19.8% 2,816 $557K
Mather Group, Llc. 0.01% Add +4.6% 2,800 $554K
Wakefield Asset Management LLLP 0.14% Reduce -0.8% 2,754 $544K
World Equity Group, Inc. 0.14% Add +37.9% 2,751 $544K
HUB Investment Partners, LLC 0.01% Add +5.7% 2,741 $542K
Providence First Trust Co 0.19% Add +2.5% 2,736 $541K
QTR Family Wealth, LLC 0.23% Reduce -0.9% 2,563 $541K
Alta Advisers Ltd 0.20% No change 2,733 $540K
Maia Wealth LLC 0.09% Add +28.7% 2,732 $540K
Roehl & Yi Investment Advisors, LLC 0.20% Add +2.1% 2,727 $539K
Two Sigma Securities, LLC 0.06% New 2,717 $537K
Resonant Capital Advisors, LLC 0.03% Add +13.1% 2,698 $533K
RCW Management, LLC 0.54% Add +0.4% 2,689 $532K
Quotient Wealth Partners, LLC 0.01% Add +0.7% 2,679 $530K
Valeo Financial Advisors, LLC 0.01% Reduce -43.9% 2,674 $529K
Hartline Investment Corp./ 0.06% No change 2,652 $524K
Moran Wealth Management, LLC 0.02% Reduce -10.5% 2,639 $522K
First Horizon Corp. 0.02% Reduce -0.6% 2,619 $518K
First Citizens Bank & Trust Co. 0.01% Add +3.0% 2,594 $513K
Covenant Asset Management, LLC 0.10% Reduce -4.2% 2,589 $512K
NorthCrest Asset Manangement, LLC 0.02% Add +106.2% 2,514 $509K
Visionary Wealth Advisors 0.02% No change 2,572 $509K
E Fund Management Co., Ltd. 0.02% — 2,572 $509K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% Reduce -67.8% 2,568 $508K
Foresight Group Ltd Liability Partnership 0.09% No change 2,598 $507K
Jacobi Capital Management LLC 0.03% Reduce -0.6% 2,562 $506K
CHICAGO TRUST Co NA 0.08% Reduce -0.8% 2,552 $505K
CWA Asset Management Group, LLC 0.02% Add +5.1% 2,548 $504K
Western Wealth Management, LLC 0.02% Add +8.9% 2,539 $502K
Crestwood Advisors Group, LLC 0.01% Add +6.8% 2,536 $501K
West Family Investments, Inc. 0.17% Reduce -27.8% 2,521 $498K
Advisor OS, LLC 0.04% Add +4.4% 2,514 $497K
Cary Street Partners Investment Advisory LLC 0.13% Add +6.5% 2,505 $495K
44 Wealth Management LLC 0.17% Reduce -2.1% 2,503 $495K
Hudock, Inc. 0.07% Add +0.2% 2,500 $494K
Kintra Wealth, LLC 0.03% New 2,497 $494K
Whittier Trust Co. 0.01% Reduce -1.6% 2,457 $494K
Caerus Investment Advisors, LLC 0.21% Reduce -39.3% 2,495 $493K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -8.2% 2,479 $490K
Retirement Planning Group, LLC / NY 0.32% Add +0.0% 2,477 $490K
Gold Investment Management Ltd. 0.15% No change 2,470 $488K
Triad Wealth Partners, LLC 0.04% Add +4.0% 2,466 $488K
Capital Analysts, LLC 0.01% Reduce -7.1% 2,461 $487K
bLong Financial, LLC 0.37% No change 2,450 $484K
Larson Financial Group LLC 0.02% Add +12.1% 2,444 $483K
Evoke Wealth, LLC 0.01% Reduce -4.5% 2,423 $479K
AGH Wealth Advisors, LLC 0.35% Add +4.7% 2,411 $477K
Index Technologies Group LLC 0.52% Reduce -27.1% 2,402 $475K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -6.6% 2,401 $475K
Alps Advisors Inc. 0.00% Reduce -10.1% 2,400 $475K
Whalerock Point Partners, LLC 0.10% No change 2,398 $474K
Brucke Financial, Inc. 0.24% New 2,370 $469K
First Foundation Advisors 0.02% Add +19.9% 2,353 $465K
Advyzon Investment Management, LLC 0.04% New 2,343 $463K
Family Capital Trust Co 0.17% Add +151.6% 2,342 $463K
Rothschild Wealth LLC 0.04% Add +3.4% 2,331 $461K
Jane Street Group, LLC 0.00% New 2,331 $461K
Norden Group LLC 0.04% Add +11.6% 2,314 $458K
Transcend Capital Advisors, LLC 0.04% Reduce -4.0% 2,312 $457K
Planned Solutions, Inc. 0.15% No change 2,307 $456K
MTM Investment Management, LLC 0.14% No change 2,300 $455K
Strategic Investment Advisors / MI 0.03% Reduce -15.1% 2,292 $454K
Advisory Alpha, LLC 0.01% New 2,286 $452K
Defiance ETFs, LLC 0.01% New 2,283 $451K
Barnes Pettey Financial Advisors, LLC 0.20% No change 2,277 $450K
Cullinan Associates Inc. 0.04% Reduce -77.4% 2,275 $450K
Clear Wave Wealth Management LLC 0.11% — 2,267 $448K
Arax Advisory Partners 0.01% Reduce -38.6% 2,216 $442K
Portfolio Resources Advisor Group, Inc. 0.44% Add +17.9% 2,231 $441K
Moss Adams Wealth Advisors LLC 0.03% Add +17.6% 2,220 $439K
Everpar Advisors LLC 0.15% Add +28.9% 2,216 $438K
Basecamp Wealth Advisors LLC 0.09% Add +1.6% 2,213 $438K
Shelton Wealth Management, LLC 0.19% Add +0.4% 2,209 $437K
Blue Fin Capital, Inc. 0.07% No change 2,196 $434K
Pflug Koory, LLC 0.20% No change 2,190 $433K
Painted Porch Advisors LLC 0.21% Reduce -0.3% 2,189 $433K
GM Advisory Group, LLC 0.02% Reduce -5.4% 2,187 $432K
Gateway Wealth Partners, LLC 0.02% New 2,176 $430K
Phillips Wealth Planners LLC 0.32% Reduce -0.3% 2,001 $430K
Modera Wealth Management, LLC 0.01% Add +17.8% 2,163 $428K
Burke & Herbert Bank & Trust Co. 0.12% No change 2,156 $426K
Wealthcare Advisory Partners LLC 0.01% Add +14.5% 2,155 $426K
Circle Wealth Management, LLC 0.01% Add +12.3% 2,154 $426K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -2.3% 2,142 $423K
Capital Advisors Wealth Management, LLC 0.06% Add +0.3% 2,138 $423K
Howard Capital Management, LLC 0.01% Reduce -50.1% 2,132 $422K
Facet Wealth, Inc. 0.01% Reduce -14.7% 2,118 $419K
Mystic Asset Management, Inc. 0.10% No change 2,115 $418K
Monument Capital Management 0.10% Reduce -4.9% 2,109 $417K
Bridgewater Advisors Inc. 0.02% Add +11.7% 1,987 $417K
Quent Capital, LLC 0.03% Add +34.1% 2,084 $412K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -10.8% 2,076 $411K
Foster Group, Inc. 0.01% Add +8.7% 2,076 $410K
SmartHarvest Portfolios, LLC 0.17% Reduce -16.0% 2,076 $410K
Lifeworks Advisors, LLC 0.05% New 2,072 $410K
Woodmont Investment Counsel LLC 0.03% No change 2,071 $409K
Smith, Moore & Co. 0.03% Add +10.4% 2,070 $409K
Dickmeyer Boyce Financial Management, Inc. 0.24% — 2,066 $408K
Income Insurance Ltd 0.28% No change 2,048 $405K
Purpose Unlimited Inc. 0.02% No change 2,036 $403K
Parkside Financial Bank & Trust 0.03% Add +2.9% 2,034 $402K
Krilogy Financial LLC 0.01% Reduce -7.9% 1,874 $402K
Corient IA LP 0.38% Reduce -18.8% 2,030 $401K
Engineers Gate Manager LP 0.01% Add +59.5% 2,029 $401K
Guyasuta Investment Advisors Inc. 0.02% No change 2,024 $400K
Bluespring Wealth Management, LLC 0.03% Add +1.1% 2,021 $400K
Tempo Wealth, LLC 0.07% Add +0.3% 2,021 $400K
Safe Harbor Family Capital, LLC 0.31% No change 2,016 $399K
Gross & Hartman Investments LLC 0.21% No change 2,016 $399K
Whipplewood Advisors, LLC 0.21% Reduce -26.5% 2,005 $396K
Fortis Group Advisors, LLC 0.07% Add +4.7% 1,824 $395K
C2C Wealth Management, LLC 0.33% No change 2,000 $395K
Chicago Partners Investment Group LLC 0.01% Add +11.4% 1,979 $395K
Cetera Trust Company, N.A 0.22% Reduce -11.2% 1,990 $393K
Leo Wealth, LLC 0.03% New 1,975 $391K
Baltimore-Washington Financial Advisors, Inc. 0.02% No change 1,974 $390K
Hardy Reed LLC 0.03% Reduce -1.5% 1,970 $390K
Wellspring Financial Advisors, LLC 0.03% Reduce -6.3% 1,969 $389K
Providence Financial Advisors, LLC 0.22% Reduce -3.2% 1,957 $387K
Commons Capital, LLC 0.32% Add +0.1% 1,953 $386K
Prudent Man Advisors, LLC 0.12% Add +3.8% 1,948 $385K
Gryphon Financial Partners LLC 0.04% New 1,934 $382K
New Republic Capital, LLC 0.13% Reduce -11.7% 1,929 $381K
Alerus Financial NA 0.02% New 1,923 $380K
Daymark Wealth Partners, LLC 0.01% Add +4.7% 1,922 $380K
Discipline Wealth Solutions, LLC 0.04% Reduce -0.6% 1,920 $380K
Accurate Wealth Management, LLC 0.05% Add +4.6% 1,828 $380K
Zions Bancorporation, National Association 0.02% Reduce -49.7% 1,915 $379K
Old Mission Capital LLC 0.01% New 1,914 $378K
Regions Financial Corp. 0.00% Add +12.4% 1,904 $376K
CYBER HORNET ETFs LLC 0.24% Add +10.6% 1,888 $375K
Colonial Trust Advisors 0.03% Add +35.9% 1,892 $374K
Avidian Wealth Enterprises, LLC 0.01% Add +11.2% 1,880 $372K
Values Added Financial LLC 0.16% Add +5.0% 1,865 $369K
Prosperity Financial Group, Inc. 0.14% Reduce -4.7% 1,857 $367K
Bullock Wealth Management Group 0.18% Add +0.3% 1,841 $366K
Optas, LLC 0.06% Add +7.5% 1,851 $366K
Wealth Science Advisors LLC 0.21% No change 1,969 $365K
Financial Management Professionals, Inc. 0.04% Add +468.6% 1,848 $365K
Private Trust Co. NA 0.03% Add +54.5% 1,838 $363K
Cornerstone Wealth Group, LLC 0.02% Add +7.3% 1,752 $362K
Rothschild Capital Partners, LLC 0.09% Reduce -28.1% 1,814 $359K
PCM Encore, LLC 0.07% Add +16.2% 1,811 $358K
Main Street Financial Solutions, LLC 0.03% Reduce -7.9% 1,810 $358K
Sovran Advisors, LLC 0.03% Add +16.5% 1,636 $356K
Analyst IMS Investment Management Services Ltd. 0.01% Add +10.5% 1,794 $355K
Keebeck Wealth Management 0.04% Add +50.5% 1,787 $353K
Cromwell Holdings LLC 0.20% No change 1,781 $352K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -4.2% 1,781 $352K
Sowell Financial Services LLC 0.01% Add +2.3% 1,771 $350K
Wealth Alliance, LLC 0.03% Reduce -14.0% 1,770 $350K
Segment Wealth Management, LLC 0.02% New 1,762 $348K
Cercano Management LLC 0.01% No change 1,736 $343K
Register Financial Advisors LLC 0.13% Reduce -6.7% 1,734 $343K
Abel Hall, LLC 0.07% Add +23.7% 1,726 $341K
SVB Wealth LLC 0.02% Reduce -7.4% 1,724 $341K
Rothschild Investment LLC 0.02% Add +4.2% 1,722 $341K
Diversified Enterprises, LLC 0.02% Add +27.0% 1,717 $339K
Regent Peak Wealth Advisors LLC 0.07% Add +2.0% 1,705 $337K
Hunter Associates Investment Management LLC 0.04% Add +6.4% 1,702 $337K
Advisors Capital Management, LLC 0.00% Add +4.1% 1,703 $337K
Fell Capital Management 0.32% No change 1,700 $336K
Marshall Financial Group, LLC 0.05% Reduce -42.1% 1,698 $336K
Moody National Bank Trust Division 0.03% Add +0.6% 1,698 $336K
WealthShield Partners, LLC 0.04% Reduce -0.2% 1,687 $334K
May Hill Capital, LLC 0.08% Add +7.5% 1,684 $333K
Clifford Swan Investment Counsel LLC 0.01% Reduce -30.9% 1,673 $331K
TRB Wealth Management, LLC 0.05% — 1,672 $331K
Procyon Advisors, LLC 0.02% Add +12.1% 1,672 $331K
Cresset Asset Management, LLC 0.00% Reduce -65.7% 1,669 $330K
Cahill Financial Advisors Inc. 0.04% Reduce -2.9% 1,669 $330K
Walter & Keenan Wealth Management LLC /in/ 0.09% Reduce -20.7% 1,661 $328K
Cambiar Investors LLC 0.02% No change 1,661 $328K
Leavell Investment Management, Inc. 0.01% No change 1,659 $328K
Wilkerson Advisory Group LLC 0.11% Add +1946.9% 1,658 $328K
Delta Investment Management, LLC 0.06% Add +6.4% 1,654 $327K
Alpha Zero LLC 0.17% Add +50.4% 1,650 $326K
Soltis Investment Advisors LLC 0.02% Reduce -3.0% 1,650 $326K
Mechanics Bank Trust Department 0.05% No change 1,649 $326K
KCM Investment Advisors LLC 0.01% Reduce -1.8% 1,648 $326K
Stonebrook Private Inc. 0.07% Add +3.2% 1,629 $322K
Foundations Investment Advisors, LLC 0.00% Reduce -12.1% 1,628 $322K
AlTi Global, Inc. 0.01% Reduce -23.9% 1,625 $321K
Trust Point Inc. 0.03% Reduce -4.8% 1,624 $321K
Natural Investments, LLC 0.08% Reduce -1.3% 1,625 $321K
Liberty Wealth Management LLC 0.04% No change 1,616 $320K
Capital Investment Advisory Services, LLC 0.02% Reduce -1.8% 1,611 $319K
OneAscent Financial Services LLC 0.02% New 1,602 $317K
Greenwood Capital Associates LLC 0.03% New 1,599 $316K
Jaffetilchin Investment Partners, LLC 0.02% Add +39.2% 1,597 $316K
Cambient Family Office, LLC 0.04% Add +37.2% 1,589 $314K
Cooper Financial Group 0.03% Add +16.4% 1,584 $313K
Westside Investment Management, Inc. 0.05% No change 1,538 $310K
Avestar Capital, LLC 0.02% Add +3.5% 1,563 $309K
TFR Capital, LLC. 0.09% New 1,550 $306K
Strategic Wealth Partners, Ltd. 0.02% Reduce -0.5% 1,550 $306K
Onyx Bridge Wealth Group LLC 0.03% Add +2.3% 1,547 $306K
Fortitude Advisory Group L.L.C. 0.14% Reduce -0.7% 1,534 $303K
Founders Financial Securities LLC 0.02% Reduce -6.5% 1,462 $302K
Focused Wealth Management, Inc 0.03% Add +12.1% 1,525 $301K
Challenger Wealth Management 0.24% Add +1.3% 1,521 $301K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,519 $300K
Uptick Partners, LLC 0.06% Add +1.4% 1,510 $299K
Perennial Investment Advisors, LLC 0.02% Add +16.6% 1,502 $297K
Middleton & Co. Inc. 0.03% Reduce -11.8% 1,500 $297K
Forum Financial Management, LP 0.00% Reduce -3.7% 1,498 $296K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 1,487 $294K
Northcape Wealth Management, LLC 0.08% Reduce -4.4% 1,487 $294K
Pure Financial Advisors, LLC 0.00% New 1,485 $294K
Courier Capital LLC 0.02% Reduce -0.4% 1,481 $293K
Ninepoint Partners LP 0.03% Reduce -57.9% 1,466 $290K
Dynamic Advisor Solutions LLC 0.01% Add +12.8% 1,463 $289K
RFG Advisory, LLC 0.01% Add +9.6% 1,453 $287K
Capstone Wealth Management Group, LLC 0.12% Add +0.3% 1,450 $287K
Fairscale Capital, LLC 0.20% No change 1,448 $286K
Park National Corp. 0.01% Add +11.6% 1,440 $285K
One Degree Advisors Inc 0.07% No change 1,438 $284K
FourThought Financial Partners, LLC 0.02% Add +3.8% 1,435 $284K
Range Advisory, LLC 0.05% New 1,432 $283K
Argent Advisors, Inc. 0.08% Add +3.3% 1,429 $283K
Harmony Asset Management LLC 0.09% Add +4.1% 1,424 $282K
International Assets Investment Management, LLC 0.02% Reduce -0.2% 1,413 $281K
XML Financial, LLC 0.02% Reduce -14.2% 1,417 $280K
Vectors Research Management, LLC 0.08% Reduce -0.4% 1,416 $280K
Verdence Capital Advisors LLC 0.02% Add +2.0% 1,413 $279K
Hanson & Doremus Investment Management 0.03% Reduce -6.4% 1,404 $278K
Fisher Asset Management 0.00% Reduce -18.1% 1,400 $277K
Lafayette Investments, Inc. 0.06% Reduce -17.7% 1,399 $277K
MV Capital Management, Inc. 0.03% Add +1.1% 1,399 $277K
Jag Capital Management, LLC 0.03% Add +16.0% 1,392 $275K
Cyndeo Wealth Partners, LLC 0.01% Reduce -0.7% 1,383 $273K
Concorde Asset Management, LLC 0.13% Reduce -5.4% 1,366 $270K
Drucker Wealth 3.0, LLC 0.05% Add +1.8% 1,359 $269K
Aspire Private Capital, LLC 0.06% Add +0.1% 1,358 $269K
Oxford Financial Group, LTD. LLC 0.01% Reduce -5.6% 1,352 $267K
Aberdeen Wealth Management LLC 0.12% No change 1,350 $267K
Kathmere Capital Management, LLC 0.02% Add +17.9% 1,349 $267K
Revolve Wealth Partners, LLC 0.03% Reduce -5.8% 1,347 $266K
Cidel Asset Management Inc. 0.01% Add +14.3% 1,336 $264K
Quadrant Private Wealth Management, LLC 0.04% New 1,336 $264K
Capital CS Group, LLC 0.54% New 1,330 $263K
Private Management Group Inc. 0.01% No change 1,330 $263K
Bogart Wealth, LLC 0.01% Reduce -15.3% 1,328 $263K
Lanark Financial, Inc. 0.02% Add +31.4% 1,318 $261K
Allen Capital Group, LLC 0.02% Add +8.0% 1,317 $260K
Munich Reinsurance Co Stock Corp in Munich 0.01% Add +5.7% 1,308 $259K
Earned Wealth Advisors, LLC 0.02% Add +13.6% 1,302 $257K
Wharton Business Group, LLC 0.01% No change 1,300 $257K
Core Wealth Partners LLC 0.12% Add +0.3% 1,288 $255K
Stonebridge Capital Advisors LLC 0.02% Reduce -7.3% 1,288 $255K
Trivium Point Advisory, LLC 0.05% New 1,283 $254K
Beacon Financial Group 0.03% Add +1.5% 1,274 $252K
Cornerstone Financial Management LLC 0.23% Reduce -0.1% 1,273 $252K
Wright Wealth LLC 0.17% No change 1,273 $252K
Ashton Thomas Private Wealth, LLC 0.01% New 1,273 $252K
Financial Advisors Network, Inc. 0.03% New 1,269 $251K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -1.2% 1,268 $251K
Holderness Investments Co. 0.05% Add +2.4% 1,267 $250K
TrustBank 0.10% No change 1,263 $250K
Kanawha Capital Management LLC 0.02% Reduce -0.1% 1,261 $249K
Elite Life Management LLC 0.31% Add +2.9% 1,161 $249K
Centurion Wealth Management LLC 0.06% No change 1,260 $249K
Greykasell Wealth Strategies, Inc. 0.10% Add +7.1% 1,257 $249K
Asset One Wealth Management LLC 0.03% Reduce -4.6% 1,204 $248K
Kane Investment Management, Inc. 0.13% Reduce -16.3% 1,252 $248K
Clark Capital Management Group, Inc. 0.00% Add +10.1% 1,250 $247K
Compass Wealth Management, LLC 0.11% No change 1,250 $247K
Anchyra Partners LLC 0.07% Add +10.7% 1,249 $247K
Diversify Wealth Management, LLC 0.00% New 1,164 $247K
Campbell & CO Investment Adviser LLC 0.01% New 1,248 $247K
Old Port Advisors 0.06% Reduce -0.1% 1,246 $246K
Bingham Private Wealth, LLC 0.19% Add +4.8% 1,242 $246K
Stratos Investment Management, LLC 0.01% Add +12.9% 1,235 $244K
Jackson Hole Capital Partners, LLC 0.04% No change 1,235 $244K
Key Financial Inc 0.04% No change 1,231 $243K
Financial Designs Corp 0.13% New 1,224 $242K
Steigerwald, Gordon & Koch Inc. 0.02% Add +16.9% 1,223 $242K
Lazard Asset Management LLC 0.00% Reduce -46.4% 1,220 $241K
FLC Capital Advisors 0.04% No change 1,215 $240K
Bar Harbor Wealth Management 0.01% No change 1,214 $240K
Wedgewood Investors Inc. 0.27% New 1,211 $239K
Investment Advisory Services Inc. /TX 0.08% Reduce -12.3% 1,210 $239K
Mattern Wealth Management LLC 0.05% No change 1,200 $237K
DV Trading LLC 0.02% Add +19900.0% 1,200 $237K
Certified Advisory Corp 0.02% Add +8.8% 1,199 $237K
Advus Financial Partners, LLC 0.06% Add +8.8% 1,198 $237K
Empower Advisory Group, LLC 0.00% New 1,194 $236K
Ascentis Wealth Management, LLC 0.05% Add +29.2% 1,190 $235K
Parkway Wealth Management Group, LLC 0.03% Add +1.8% 1,139 $235K
Integrity Alliance, Llc. 0.01% Reduce -77.1% 1,177 $233K
Silverlake Wealth Management LLC 0.05% Add +0.1% 1,177 $233K
Van Cleef Asset Management,Inc 0.03% No change 1,172 $232K
Convergence Financial, LLC 0.02% New 1,170 $231K
Renaissance Group LLC 0.01% New 1,169 $231K
Insigneo Advisory Services, LLC 0.02% New 1,162 $230K
Fox Run Management, L.L.C. 0.04% Reduce -84.4% 1,172 $229K
AdvisorNet Financial, Inc 0.01% Reduce -20.8% 1,156 $229K
Tradition Wealth Management, LLC 0.02% Add +1.0% 1,155 $228K
Bedel Financial Consulting, Inc. 0.03% No change 1,153 $228K
Birch Hill Investment Advisors LLC 0.01% No change 1,152 $228K
Sterling Investment Advisors, Ltd. 0.04% Reduce -4.2% 1,150 $227K
Hilltop Wealth Advisors, LLC 0.14% Add +2.9% 1,146 $227K
Intellus Advisors LLC 0.03% Add +2.9% 1,145 $226K
Hexagon Capital Partners LLC 0.03% New 1,144 $226K
Ewa, LLC 0.05% New 1,141 $225K
Aviso Wealth Management 0.10% New 1,139 $225K
Warwick Investment Management, Inc. 0.03% Reduce -63.9% 1,138 $225K
Owl Creek Wealth Partners LLC 0.08% — 1,131 $224K
Axxcess Wealth Management, LLC 0.01% Reduce -0.5% 1,131 $224K
Relyea Zuckerberg Hanson LLC 0.02% New 1,128 $223K
Tritonpoint Wealth, LLC 0.02% Add +4.1% 1,127 $223K
Graves Light Lenhart Wealth, Inc. 0.02% No change 1,120 $221K
Hancock Whitney Corp. 0.00% New 1,063 $221K
Martingale Asset Management L P 0.01% New 1,108 $219K
NorthRock Partners, LLC 0.00% Reduce -2.0% 1,106 $219K
Commerce Advisors, LLC 0.18% — 1,105 $219K
Arcadia Investment Management Corp. 0.04% No change 1,103 $218K
Successful Portfolios LLC 0.12% No change 1,113 $218K
WASHINGTON TRUST Co 0.01% Reduce -33.1% 1,100 $217K
Moneta Group Investment Advisors LLC 0.00% New 1,099 $217K
Sivia Capital Partners, LLC 0.04% Reduce -51.5% 1,099 $217K
Samalin Investment Counsel, LLC 0.08% Reduce -8.5% 1,098 $217K
Scotia Capital Inc. 0.00% Reduce -11.9% 1,097 $217K
Choate Investment Advisors 0.00% New 1,094 $216K
Carter Financial Group, INC. 0.13% New 1,089 $215K
Abacus Planning Group, Inc. 0.03% Reduce -1.0% 1,086 $215K
First National Trust Co 0.01% Reduce -0.5% 1,086 $215K
Curi Capital, LLC 0.00% New 1,085 $214K
Greenwich Wealth Management LLC 0.01% No change 1,081 $214K
Moneco Advisors, LLC 0.02% New 1,082 $214K
West Michigan Advisors, LLC 0.05% Reduce -7.1% 1,079 $213K
Westfuller Advisors, LLC 0.09% Add +1.8% 1,071 $212K
City State Bank 0.05% Add +0.3% 1,061 $210K
Birch Financial Group, LLC 0.12% Reduce -4.8% 1,060 $210K
111 Capital 0.05% Reduce -19.9% 1,055 $209K
VestGen Investment Management 0.11% New 1,051 $208K
Fourpath Capital Management, LLC 0.03% New 1,050 $208K
GSG Advisors LLC 0.05% New 1,046 $207K
Intrua Financial, LLC 0.02% New 1,041 $206K
Phocas Financial Corp. 0.03% New 1,039 $205K
Zacks Investment Management 0.00% New 1,038 $205K
Norris Perne & French LLP 0.01% New 1,035 $205K
Princeton Global Asset Management LLC 0.03% Reduce -2.9% 1,033 $204K
Carmel Capital Partners, LLC 0.07% New 1,031 $204K
CacheTech Inc. 0.04% New 1,031 $204K
Emprise Bank 0.08% New 1,030 $204K
Widmann Financial Services, Inc. 0.12% New 1,029 $203K
Douglas Lane & Associates, LLC 0.00% New 1,026 $203K
Diversified Portfolios, Inc. 0.02% New 1,026 $203K
Seven Springs Wealth Group, LLC 0.05% New 1,024 $202K
North Star Investment Management Corp. 0.01% Add +6.2% 1,021 $202K
Winthrop Advisory Group LLC 0.02% New 1,020 $202K
Fielder Capital Group LLC 0.04% New 1,018 $201K
Virtue Capital Management, LLC 0.03% New 1,030 $201K
Blueshift Asset Management, LLC 0.06% New 1,017 $201K
Crusonia Wealth Advisors LLC 0.04% New 1,017 $201K
3Chopt Investment Partners, LLC 0.05% New 1,016 $201K
Armor Investment Advisors, LLC 0.07% New 1,013 $200K
BCS Private Wealth Management, Inc. 0.06% New 1,013 $200K
Flagship Harbor Advisors, LLC 0.01% Reduce -38.3% 1,012 $200K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -17.9% 988 $195K
Bollard Group LLC 0.01% Add +0.3% 982 $194K
Motco 0.02% Reduce -43.8% 964 $191K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -6.8% 960 $190K
Guinness Asset Management LTD 0.00% New 957 $189K
Manchester Capital Management LLC 0.03% Add +64.3% 925 $183K
Ameriflex Group, Inc. 0.09% Reduce -0.1% 924 $183K
Central Pacific Bank - Trust Division 0.02% Add +466.3% 906 $179K
Versant Capital Management, Inc 0.02% Add +133.2% 900 $178K
Sit Investment Associates Inc. 0.00% No change 885 $175K
Cary Street Partners Financial LLC 0.00% Add +1.4% 885 $175K
Clearstead Trust, LLC 0.03% No change 871 $172K
Global X Japan Co., Ltd. 0.01% Add +26.7% 864 $171K
Rosenberg Matthew Hamilton 0.03% Add +72.7% 848 $168K
Physician Wealth Advisors, Inc. 0.02% Add +2.6% 839 $166K
WPG Advisers, LLC 0.12% Add +29.7% 834 $165K
Oslo Pensjonsforsikring AS 0.03% — 833 $165K
Vanguard National Trust Co 0.01% — 828 $164K
HM Payson & Co. 0.00% Reduce -2.3% 811 $160K
First United Bank & Trust 0.05% No change 800 $158K
CVA Family Office, LLC 0.02% Add +0.3% 795 $157K
Barnes Dennig Private Wealth Management LLC 0.15% Add +0.3% 791 $156K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 776 $153K
WestEnd Advisors, LLC 0.00% Reduce -99.4% 767 $152K
Means Investment Co., Inc. 0.01% New 741 $147K
Centennial Bank 0.05% No change 740 $146K
HHM Wealth Advisors, LLC 0.02% Add +3.1% 722 $143K
CDKV Holdings LLC 0.12% No change 708 $140K
Essential Partners LLC 0.05% Add +3.8% 707 $140K
Deseret Mutual Benefit Administrators 0.05% Add +78.7% 704 $139K
Opal Wealth Advisors, LLC 0.03% New 704 $139K
Elequin Capital, LP 0.04% Add +44.4% 702 $139K
Webster Bank, N. A. 0.01% No change 700 $138K
Glen Eagle Advisors, LLC 0.02% No change 698 $138K
Golden State Wealth Management, LLC 0.01% Add +0.1% 664 $131K
Wiser Advisor Group LLC 0.16% Add +0.3% 659 $130K
Twin Peaks Wealth Advisors, LLC 0.03% New 658 $130K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -18.8% 650 $129K
Colonial Trust Co / SC 0.02% Reduce -31.9% 639 $126K
Eastern Bank 0.00% Reduce -0.2% 630 $125K
Certuity, LLC 0.01% Reduce -59.8% 606 $120K
Orion Capital Management LLC 0.04% Add +3.1% 606 $120K
Creative Financial Designs Inc. 0.01% Add +1.0% 589 $116K
MCF Advisors LLC 0.01% Add +3.4% 581 $115K
MeadowBrook Investment Advisors LLC 0.10% No change 574 $113K
Wall Street Financial Group, Inc. 0.07% New 564 $112K
Cullen/Frost Bankers, Inc. 0.00% Reduce -6.1% 556 $110K
Flagship Wealth Advisors, LLC 0.05% Add +2.1% 715 $110K
Bank & Trust Co 0.07% No change 550 $109K
Capula Management Ltd 0.00% New 549 $109K
Ares Financial Consulting, LLC 0.09% Add +339.5% 545 $108K
Wellington-Altus USA Inc. 0.06% Add +405.4% 465 $106K
Valley National Advisers Inc. 0.01% Add +3.1% 528 $104K
Stelac Advisory Services LLC 0.02% New 517 $102K
Catalyst Capital Advisors LLC 0.00% Reduce -5.9% 475 $94K
Independence Bank of Kentucky 0.01% Reduce -5.0% 471 $93K
Indiana Trust & Investment Management Co 0.03% New 450 $89K
Pinnacle Bancorp, Inc. 0.03% No change 450 $89K
Franchise GP Ltd 0.03% No change 449 $89K
GW&K Investment Management, LLC 0.00% Add +13.5% 445 $88K
Tiaa Trust, National Association 0.01% Reduce -99.2% 443 $88K
Burk Holdings LLC 0.04% New 439 $87K
Salomon & Ludwin, LLC 0.01% No change 419 $85K
Rossby Financial, LCC 0.02% Add +270.5% 415 $83K
Avalon Trust Co 0.01% No change 412 $81K
Richardson Financial Services Inc. 0.05% Add +56.0% 401 $79K
Riverview Trust Co 0.10% No change 400 $79K
Mechanics Financial Corp 0.03% No change 400 $79K
Intentional Wealth Strategies, LLC 0.07% — 395 $78K
Private Wealth Asset Management, LLC 0.01% Reduce -0.8% 392 $78K
Bell Investment Advisors, Inc 0.01% Reduce -0.8% 383 $76K
Covestor Ltd 0.05% Reduce -47.7% 372 $74K
Bruce G. Allen Investments, LLC 0.05% Reduce -19.5% 371 $73K
First Command Advisory Services, Inc. 0.00% Add +66.4% 371 $73K
Copia Wealth Management 0.05% Add +10.8% 369 $73K
Atlas Capital Advisors Inc. 0.01% No change 366 $72K
Caldwell Trust Co 0.01% No change 361 $71K
Capital Advisors, Ltd. LLC 0.01% Add +8.8% 357 $71K
Anchor Investment Management, LLC 0.01% Add +0.3% 351 $69K
Silvant Capital Management LLC 0.00% No change 348 $69K
Prosperity Bancshares Inc 0.05% No change 343 $68K
Cornerstone Planning Group LLC 0.01% Add +30.4% 317 $68K
Cassaday & Co Wealth Management LLC 0.00% New 340 $67K
Piscataqua Savings Bank 0.05% No change 338 $67K
Destiny Wealth Partners, LLC 0.01% New 335 $66K
Loomis Sayles & Co. L P 0.00% Add +469.0% 330 $65K
West Financial Advisors, LLC 0.01% No change 320 $63K
JPL Wealth Management, LLC 0.01% New 313 $62K
Asset Dedication, LLC 0.00% Reduce -23.5% 310 $61K
Brown, Lisle/Cummings, Inc. 0.02% Add +69.4% 310 $61K
Keating Financial Advisory Services, Inc. 0.01% Add +29.3% 309 $61K
Collier Financial 0.05% Add +0.7% 304 $60K
Dynamic Wealth Strategies, LLC 0.03% New 303 $60K
Hilton Head Capital Partners, LLC 0.03% Reduce -9.8% 302 $60K
IAG Wealth Partners, LLC 0.01% No change 300 $59K
Fortitude Family Office, LLC 0.01% No change 292 $58K
True Wealth Design, LLC 0.02% Add +10.7% 291 $58K
Kemnay Advisory Services Inc. 0.01% Add +2.5% 281 $56K
Entrust Financial LLC 0.04% No change 280 $55K
Global Assets Advisory, LLC 0.02% New 270 $53K
Manitou Investment Management Ltd. 0.01% No change 270 $53K
Southern Michigan Bank & Trust 0.02% — 265 $52K
Signature Equity Partners, LLC 0.03% Add +71.9% 263 $52K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +311.3% 255 $50K
Evolution Wealth Management Inc. 0.04% New 254 $50K
Lloyd Advisory Services, LLC. 0.01% New 248 $49K
Kingdom Financial Group LLC. 0.01% New 248 $49K
Sunbelt Securities, Inc. 0.00% No change 244 $48K
Grove Bank & Trust 0.01% Add +11.6% 240 $47K
Salem Investment Counselors Inc. 0.00% New 231 $46K
Dunhill Financial, LLC 0.01% Add +3.1% 230 $46K
Truvestments Capital LLC 0.01% Reduce -9.6% 226 $45K
Financial Perspectives, Inc 0.01% Reduce -3.5% 223 $44K
Gill Capital Partners, LLC 0.01% New 220 $43K
Root Financial Partners, LLC 0.00% Add +43.7% 217 $43K
Hollencrest Capital Management 0.00% No change 215 $43K
N.E.W. Advisory Services LLC 0.00% No change 212 $42K
Morse Asset Management, Inc 0.01% No change 211 $42K
NFSG Corp 0.01% No change 210 $42K
Hughes Financial Services, LLC 0.01% Add +2.0% 207 $41K
Smallwood Wealth Investment Management, LLC 0.02% No change 207 $41K
JNBA Financial Advisors 0.00% Reduce -2.4% 200 $40K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 200 $40K
Global Trust Asset Management, LLC 0.02% No change 200 $40K
Nemes Rush Group LLC 0.00% Add +19.1% 200 $40K
Roxbury Financial LLC 0.03% No change 196 $39K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 182 $38K
Frazier Financial Advisors, LLC 0.02% Add +472.7% 189 $37K
Broadwater Capital Management LLC 0.03% No change 200 $37K
Albion Financial Group 0.00% Add +25.7% 186 $37K
Financial Consulate, Inc. 0.00% Add +2.8% 186 $37K
Quest 10 Wealth Builders, Inc. 0.03% No change 184 $36K
McIlrath & Eck, LLC 0.00% No change 184 $36K
Hazlett, Burt & Watson, Inc. 0.01% Add +28.2% 182 $36K
Bank of New Hampshire 0.01% No change 182 $36K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -5.4% 176 $35K
Marquette Asset Management, LLC 0.01% Add +15.0% 176 $35K
Bellevue Asset Management, LLC 0.02% Add +0.6% 173 $34K
Sittner & Nelson, LLC 0.01% No change 171 $34K
NBT Bank, N.A. 0.00% Reduce -31.9% 162 $32K
Raffa Wealth Management, LLC 0.01% Add +51.9% 161 $32K
Swiss Re Ltd. 0.19% No change 155 $31K
Park Place Capital Corp 0.01% No change 152 $30K
Wealth Preservation Advisors, LLC 0.02% Reduce -17.1% 150 $30K
Scarborough Advisors, LLC 0.00% No change 148 $29K
Solstein Capital, LLC 0.01% No change 148 $29K
Highline Wealth Partners LLC 0.01% Reduce -5.2% 147 $29K
Burkett Financial Services, LLC 0.01% Add +0.7% 147 $29K
Avion Wealth 0.01% Add +10.4% 148 $29K
Armstrong Advisory Group, Inc. 0.00% No change 143 $28K
Hager Investment Management Services, LLC 0.02% No change 142 $28K
High Note Wealth, LLC 0.01% Add +5.2% 141 $28K
MJT & Associates Financial Advisory Group, Inc. 0.02% Add +21.9% 139 $27K
Sound Income Strategies, LLC 0.00% Add +124.6% 137 $27K
IMA Advisory Services, Inc. 0.00% Add +2.2% 138 $27K
Evermay Wealth Management LLC 0.00% No change 137 $27K
New England Capital Financial Advisors LLC 0.01% No change 136 $27K
Sachetta, LLC 0.01% Add +29.1% 133 $26K
Ogorek Anthony Joseph /NY/ 0.01% Add +13.4% 135 $26K
S&T Bank 0.01% Add +622.2% 130 $26K
Financial Network Wealth Advisors LLC 0.03% Reduce -10.6% 127 $25K
Sfam, LLC 0.02% No change 125 $25K
Leonteq Securities AG 0.00% Add +92.3% 125 $25K
Kilter Group LLC 0.01% Add +29.4% 119 $24K
Smithfield Trust Co 0.00% No change 121 $23K
Joseph Group Capital Management 0.01% Add +27.5% 116 $23K
SHP Wealth Management 0.00% Add +66.7% 115 $23K
Summit Securities Group LLC 0.01% Reduce -88.7% 115 $23K
Coston, McIsaac & Partners 0.01% No change 115 $22K
Fourth Dimension Wealth, LLC 0.01% Reduce -93.7% 111 $22K
Vision Financial Markets LLC 0.02% No change 111 $22K
J.Safra Asset Management Corp 0.00% No change 110 $22K
Abound Wealth Management 0.00% Add +6.9% 109 $22K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $21K
Wolff Wiese Magana LLC 0.01% No change 105 $21K
Robinswood Financial LLC 0.01% Add +1.0% 102 $20K
Sunrise Financial Services, LLC 0.01% No change 100 $20K
Barrett & Company, Inc. 0.01% No change 100 $20K
Perkins Coie Trust Co 0.00% No change 100 $20K
Kentucky Trust Co 0.01% No change 97 $19K
Global Wealth Strategies & Associates 0.00% Reduce -3.0% 97 $19K
Winch Advisory Services, LLC 0.00% No change 95 $19K
Bartlett & Co. Wealth Management LLC 0.00% Add +53.7% 83 $18K
Wilmington Savings Fund Society, FSB 0.00% Add +163.6% 87 $17K
University of Texas/Texas Am Investment Management Co. 0.00% No change 85 $17K
Citizens National Bank Trust Department 0.00% No change 83 $16K
Red Tortoise LLC 0.01% No change 81 $16K
Reyes Financial Architecture, Inc. 0.01% Reduce -22.8% 78 $15K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +1825.0% 77 $15K
Heritage Wealth Advisors 0.00% Add +48.1% 77 $15K
Measured Wealth Private Client Group, LLC 0.00% No change 75 $15K
REAP Financial Group, LLC 0.00% New 75 $15K
Arlington Trust Co LLC 0.00% Add +53.1% 75 $15K
Bare Financial Services, Inc 0.00% Add +29.8% 74 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 73 $14K
EFG International AG 0.00% New 66 $13K
Aspect Partners, LLC 0.01% Add +1.6% 65 $13K
Guinness Atkinson Asset Management Inc 0.01% New 60 $12K
Birchbrook, Inc. 0.01% Reduce -26.3% 59 $12K
Crewe Advisors LLC 0.00% Add +292.9% 55 $11K
Addison Advisors LLC 0.00% Add +68.8% 54 $11K
SouthState Bank Corp 0.00% Reduce -36.5% 54 $11K
Pacifica Partners Inc. 0.00% No change 54 $11K
SOA Wealth Advisors, LLC. 0.00% No change 10,376 $10K
Elevation Wealth Partners, LLC 0.00% No change 51 $10K
VSM Wealth Advisory, LLC 0.00% No change 50 $10K
PFS Partners, LLC 0.00% Add +2.1% 49 $10K
Johnson Financial Group, Inc. 0.00% No change 47 $9K
Principia Wealth Advisory, LLC 0.01% Add +25.0% 45 $9K
Operose Advisors LLC 0.00% New 44 $9K
Clark Wealth Partners 0.01% Add +26.5% 43 $9K
RHL Group, LLC 0.01% No change 42 $8K
Strategic Advocates LLC 0.04% No change 41 $8K
Horizon Financial Services, LLC 0.00% Add +141.2% 41 $8K
HighMark Wealth Management LLC 0.00% Reduce -22.6% 41 $8K
Triumph Capital Management 0.00% Add +105.0% 41 $8K
Activest Wealth Management 0.00% New 41 $8K
Centerpoint Advisors, LLC 0.00% No change 42 $8K
Carolina Wealth Advisors, LLC 0.00% New 39 $8K
Clayton Financial Group LLC 0.00% No change 35 $7K
Private Wealth Management Group, LLC 0.00% Add +54.5% 34 $7K
Stance Capital LLC 0.00% New 33 $7K
Lodestone Wealth Management LLC 0.00% No change 32 $6K
DT Investment Partners, LLC 0.00% No change 32 $6K
TD Capital Management LLC 0.00% No change 31 $6K
TFC Financial Management, Inc. 0.00% No change 30 $6K
WealthCollab, LLC 0.00% No change 29 $6K
IMG Wealth Management, Inc. 0.00% Reduce -12.5% 28 $6K
Legacy Wealth Managment, LLC 0.00% Add +64.7% 28 $6K
American Capital Advisory, LLC 0.00% Add +44.4% 26 $5K
Crews Bank & Trust 0.00% No change 26 $5K
Portus Wealth Advisors, LLC 0.00% New 25 $5K
Creative Capital Management Investments LLC 0.00% No change 25 $5K
Nova Wealth Management, Inc. 0.00% No change 25 $5K
Millstone Evans Group, LLC 0.00% No change 23 $5K
Nvwm, LLC 0.00% Add +43.8% 23 $5K
Y.D. More Investments Ltd 0.00% Reduce -69.9% 22 $4K
Richardson Capital Management LLC 0.00% New 21 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -91.2% 19 $4K
Quaker Wealth Management, LLC 0.00% Add +20.0% 18 $4K
Rialto Wealth Management, LLC 0.00% Add +38.5% 18 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 18 $4K
Duncker Streett & Co. Inc. 0.00% No change 17 $3K
MidFirst Bank 0.00% New 16 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Boyd Watterson Asset Management LLC 0.00% No change 15 $3K
RMG Wealth Management LLC 0.00% No change 13 $3K
Synergy Investment Management, LLC 0.00% New 14 $3K
Anfield Capital Management, LLC 0.00% No change 14 $3K
Washington Trust Advisors, Inc. 0.00% New 14 $3K
Signature Resources Capital Management, LLC 0.00% No change 12 $2K
Clean Yield Group 0.00% No change 11 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $2K
JDM Financial Group LLC 0.00% No change 10 $2K
Raleigh Capital Management Inc. 0.00% New 10 $2K
1620 Investment Advisors, Inc. 0.00% No change 9 $2K
1015 Capital Partners, LLC 0.00% No change 9 $2K
TopTier Wealth Management, LLC 0.00% New 9 $2K
United Community Bank 0.00% No change 9 $2K
Cedar Mountain Advisors, LLC 0.00% Add +50.0% 9 $2K
Basepoint Wealth LLC 0.00% No change 8 $2K
Silicon Valley Capital Partners 0.00% New 8 $2K
DecisionPoint Financial, LLC 0.00% No change 8 $2K
Godfrey Financial Associates, Inc. 0.00% Add +16.7% 7 $1K
Mascoma Wealth Management LLC 0.00% Reduce -36.4% 7 $1K
Davis Capital Management 0.00% No change 6 $1K
Tidemark, LLC 0.00% New 6 $1K
Aventura Private Wealth, LLC 0.00% Reduce -93.3% 5 $989
Vision Retirement, LLC 0.00% New 5 $989
Stone House Investment Management, LLC 0.00% No change 5 $989
Financial Gravity Asset Management, Inc. 0.00% No change 5 $989
Trust Co 0.00% No change 4 $791
USA Financial Formulas 0.00% Reduce -99.9% 4 $791
Breakwater Investment Management 0.00% No change 3 $594
Pittenger & Anderson Inc. 0.00% New 3 $594
My Portfolio Guide, LLC 0.00% — 3 $593
3 Factor Indexing, LLC 0.00% — 2 $396
Napier Financial, LLC 0.00% New 2 $395
Murphy & Mullick Capital Management Corp 0.00% No change 1 $198
Innovative Asset Advisors Group, LLC 0.00% — 1 $198
Meeder Asset Management Inc. 0.00% No change 1 $198
Toth Financial Advisory Corp. 0.00% No change 1 $198

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