WelltowerWELL
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,600 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 105 from Q1 2026. 184 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($17.7B), Vanguard Capital Management LLC ($10.5B) and Vanguard Portfolio Management LLC ($9.9B). 8 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 184 | $210.2M |
| Exits | 79 | $272.5M |
All 13F filers, Q1 2026 → Q2 2026: 38,524,572 shares bought and 22,919,264 shares sold, net +15,605,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,600 holders
| BlackRock, Inc. | 0.26% | Add +5.5% | 78,049,214 | $17.7B |
| Vanguard Capital Management LLC | 0.22% | Add +1.7% | 46,118,974 | $10.5B |
| Vanguard Portfolio Management LLC | 0.44% | Add +3.8% | 43,449,568 | $9.9B |
| State Street Corp. | 0.28% | Add +1.4% | 42,138,810 | $9.6B |
| Capital International Investors | 1.87% | Add +10.3% | 39,500,055 | $9.0B |
| Cohen & Steers, Inc. | 13.23% | Add +2.7% | 36,821,274 | $8.4B |
| Capital World Investors | 0.54% | Add +57.4% | 20,028,842 | $4.5B |
| Bank of America Corp. | 0.29% | Reduce -10.4% | 19,496,361 | $4.4B |
| FMR LLC | 0.19% | Reduce -12.3% | 19,451,466 | $4.4B |
| T. Rowe Price Associates Inc. | 0.42% | Add +7.4% | 18,490,213 | $4.2B |
| Norges Bank | 0.41% | — | 18,146,984 | $4.1B |
| Geode Capital Management, LLC | 0.21% | Reduce -0.5% | 17,685,516 | $4.0B |
| Wellington Management Group LLP | 0.59% | Reduce -10.4% | 15,179,324 | $3.4B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.91% | Add +21.2% | 10,624,243 | $2.4B |
| Principal Financial Group Inc. | 1.09% | Add +2.2% | 9,814,621 | $2.2B |
| Morgan Stanley | 0.12% | Add +7.9% | 9,762,078 | $2.2B |
| Charles Schwab Investment Management Inc. | 0.28% | Add +6.4% | 9,394,281 | $2.1B |
| Northern Trust Corp. | 0.25% | Add +3.3% | 9,292,543 | $2.1B |
| JPMorgan Chase & Co. | 0.11% | Reduce -0.9% | 8,588,951 | $2.0B |
| Dimensional Fund Advisors LP | 0.35% | Add +1.6% | 8,479,319 | $1.9B |
| Goldman Sachs Group Inc. | 0.19% | Add +20.8% | 8,135,502 | $1.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.33% | Reduce -2.7% | 7,948,735 | $1.8B |
| Legal & General Group Plc | 0.33% | Reduce -2.7% | 7,046,531 | $1.6B |
| Capital Research Global Investors | 0.22% | Add +5.4% | 6,889,084 | $1.6B |
| Invesco Ltd. | 0.12% | Reduce -1.0% | 6,569,461 | $1.5B |
| Centersquare Investment Management LLC | 10.93% | Add +7.6% | 5,640,625 | $1.3B |
| Amundi | 0.29% | Add +60.3% | 5,339,664 | $1.2B |
| Deutsche Bank AG | 0.33% | Reduce -3.3% | 4,975,818 | $1.1B |
| Nuveen, LLC | 0.25% | Reduce -16.9% | 4,521,315 | $1.0B |
| Daiwa Securities Group Inc. | 2.10% | Reduce -4.8% | 4,076,713 | $925.3M |
| Bank of New York Mellon Corp | 0.15% | Add +2.0% | 4,050,681 | $919.4M |
| Vanguard Fiduciary Trust Co. | 0.20% | Add +0.9% | 3,964,041 | $899.7M |
| Ameriprise Financial Inc. | 0.16% | Reduce -0.0% | 3,558,695 | $798.2M |
| Resolution Capital Ltd | 14.10% | Reduce -6.3% | 3,377,659 | $766.6M |
| WCM Investment Management, LLC | 1.38% | Add +2.8% | 3,346,803 | $762.2M |
| HSBC Holdings PLC | 0.36% | Add +2.8% | 3,321,976 | $754.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -0.8% | 3,150,763 | $715.1M |
| Prudential Financial Inc. | 0.75% | Reduce -0.1% | 3,031,698 | $688.1M |
| Duff & Phelps Investment Management Co. | 6.48% | Add +14.9% | 3,024,718 | $686.5M |
| Russell Investments Group, Ltd. | 0.57% | Reduce -0.6% | 2,853,498 | $647.7M |
| CBRE Investment Management Listed Real Assets LLC | 9.01% | Reduce -5.4% | 2,843,632 | $645.4M |
| Sei Investments Co. | 0.52% | Reduce -3.3% | 2,571,718 | $583.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.29% | Add +9.2% | 2,334,400 | $529.8M |
| Canada Pension Plan Investment Board | 0.29% | Add +14.8% | 2,328,059 | $528.4M |
| Nordea Investment Management AB | 0.39% | Add +3.4% | 2,099,648 | $479.7M |
| National Pension Service | 0.29% | Add +3.2% | 2,015,067 | $457.4M |
| Swiss National Bank | 0.24% | Reduce -1.4% | 1,987,000 | $451.0M |
| Aberdeen Group plc | 0.56% | Add +4.5% | 1,760,904 | $399.7M |
| APG Asset Management US Inc. | 2.73% | No change | 1,692,393 | $389.6M |
| CANADA LIFE ASSURANCE Co | 0.59% | Add +7.0% | 1,639,804 | $371.6M |
| UBS Group AG | 0.06% | Reduce -35.2% | 1,596,229 | $362.3M |
| Wells Fargo & Company | 0.06% | Add +6.5% | 1,557,561 | $353.5M |
| California Public Employees Retirement System | 0.20% | Add +9.3% | 1,551,984 | $352.3M |
| Vanguard Global Advisers, LLC | 0.16% | Reduce -0.2% | 1,522,908 | $345.7M |
| Alliancebernstein L.P. | 0.11% | Reduce -15.1% | 1,728,289 | $341.7M |
| Schroder Investment Management Group | 0.23% | Reduce -4.6% | 1,458,637 | $331.1M |
| American Century Companies Inc. | 0.15% | Add +9.8% | 1,458,544 | $331.0M |
| Nomura Asset Management Co. Ltd. | 0.69% | Add +4.6% | 1,428,896 | $324.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.21% | Add +14.4% | 1,371,696 | $311.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.59% | Add +19.6% | 1,345,712 | $305.4M |
| Asset Management One Co., Ltd. | 0.77% | Add +2.0% | 1,326,391 | $301.1M |
| Voya Investment Management LLC | 0.29% | Reduce -3.5% | 1,301,160 | $294.6M |
| Citigroup Inc. | 0.14% | Reduce -5.1% | 1,296,947 | $294.4M |
| Rhumbline Advisers | 0.22% | Add +1.2% | 1,277,189 | $289.9M |
| Lasalle Investment Management Securities LLC | 10.22% | Add +4.4% | 1,265,520 | $287.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.44% | Add +6.2% | 1,249,469 | $283.2M |
| Baron Capital (BAMCO) | 0.42% | Reduce -8.4% | 1,232,060 | $279.6M |
| Alphinity Investment Management Pty Ltd | 4.60% | Add +8.5% | 1,218,448 | $276.6M |
| Aew Capital Management L P | 15.65% | Add +8.5% | 1,153,905 | $261.9M |
| Royal Bank of Canada | 0.04% | Add +29.9% | 1,139,710 | $258.7M |
| BNP Paribas Financial Markets | 0.14% | Reduce -2.3% | 1,137,353 | $258.1M |
| Zimmer Partners, LP | 6.03% | Add +0.5% | 1,123,925 | $255.1M |
| Public Employees Retirement System of Ohio | 0.72% | Add +0.7% | 1,075,665 | $244.1M |
| California State Teachers Retirement System | 0.22% | Add +3.9% | 1,075,391 | $244.1M |
| Cardano Risk Management B.V. | 1.87% | Add +7.3% | 1,069,814 | $242.8M |
| KBC Group NV | 0.51% | Reduce -2.7% | 1,037,439 | $235.5M |
| Barclays PLC | 0.07% | Reduce -39.8% | 1,020,253 | $231.6M |
| Castle Hook Partners LP | 2.45% | Reduce -15.4% | 1,007,754 | $228.7M |
| Adelante Capital Management LLC | 14.51% | Reduce -5.5% | 972,469 | $220.7M |
| Holocene Advisors, LP | 0.50% | Add +115.9% | 958,107 | $217.5M |
| Pictet Asset Management Holding SA | 0.21% | Add +8.5% | 945,445 | $214.6M |
| Capital International, Inc. | 1.51% | Add +14.8% | 944,190 | $214.3M |
| FIL Ltd | 0.15% | Add +39.1% | 942,527 | $213.9M |
| Raymond James Financial Inc. | 0.06% | Add +4.6% | 934,992 | $212.2M |
| D. E. Shaw & Co. | 0.14% | Reduce -55.3% | 928,983 | $210.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +9.4% | 916,367 | $208.0M |
| Heitman Real Estate Securities LLC | 13.34% | Add +12.3% | 915,721 | $207.8M |
| TD Asset Management Inc | 0.18% | Reduce -5.8% | 897,789 | $203.8M |
| Korea Investment CORP | 0.39% | Add +10.7% | 895,149 | $203.2M |
| Jupiter Topco LLC | 0.08% | — | 874,893 | $198.5M |
| Natixis Advisors, LLC | 0.22% | Add +3.1% | 869,887 | $197.4M |
| STRS Ohio | 0.72% | Add +16.3% | 843,315 | $191.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -25.3% | 836,080 | $189.8M |
| Nomura Asset Management International Inc. | 0.29% | Add +3.0% | 835,093 | $189.5M |
| Vanguard Investments Australia, Ltd. | 0.47% | Add +3.5% | 828,408 | $188.0M |
| Storebrand Asset Management As | 0.44% | Add +0.6% | 790,981 | $179.5M |
| New York State Common Retirement Fund | 0.22% | Reduce -0.7% | 784,897 | $178.1M |
| Allianz Asset Management GmbH | 0.16% | Reduce -0.8% | 742,978 | $168.6M |
| Congress Asset Management Co. | 1.01% | Reduce -3.8% | 721,601 | $163.8M |
| Macquarie Group Ltd. | 0.69% | Add +3.9% | 703,258 | $159.6M |
| 1832 Asset Management L.P. | 0.17% | Reduce -5.4% | 621,372 | $141.0M |
| TCW Group Inc. | 0.94% | Add +8.1% | 617,510 | $140.2M |
| Aviva PLC | 0.21% | Add +8.7% | 616,109 | $139.8M |
| Bank of Montreal | 0.05% | Add +3.9% | 615,146 | $139.6M |
| CI Investments Inc. | 0.44% | Add +189.1% | 609,636 | $138.4M |
| Neuberger Berman Group LLC | 0.09% | Reduce -9.0% | 591,550 | $134.3M |
| Adage Capital Partners Gp, L.L.C. | 0.19% | Reduce -5.7% | 589,606 | $133.8M |
| State Board of Administration of Florida Retirement System | 0.22% | Reduce -1.3% | 587,165 | $133.3M |
| Swedbank AB | 0.11% | Reduce -7.4% | 586,668 | $133.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.28% | Add +10.5% | 567,762 | $128.9M |
| Citadel Advisors | 0.07% | Reduce -65.9% | 561,228 | $127.4M |
| Jones Financial Companies LLLP | 0.05% | Add +9.4% | 557,265 | $126.7M |
| Millennium Management | 0.09% | Add +32.8% | 549,529 | $124.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.18% | Reduce -40.7% | 547,733 | $124.3M |
| Retirement Systems of Alabama | 0.37% | Add +0.0% | 537,415 | $122.0M |
| State of New Jersey Common Pension Fund D | 0.40% | Reduce -1.2% | 519,093 | $117.8M |
| New York State Teachers Retirement System | 0.21% | Reduce -2.5% | 510,390 | $115.8M |
| Van Eck Associates Corp. | 0.07% | Add +6.3% | 501,172 | $113.8M |
| Marshall Wace, LLP | 0.09% | Reduce -27.3% | 491,600 | $111.6M |
| Fred Alger Management, LLC | 0.37% | Reduce -9.1% | 485,020 | $110.1M |
| LPL Financial LLC | 0.02% | Add +6.5% | 480,491 | $109.1M |
| Franklin Resources Inc. | 0.02% | Reduce -1.1% | 474,996 | $107.8M |
| APG Asset Management N.V. | 0.26% | Add +36.8% | 542,390 | $107.7M |
| AQR Capital Management | 0.04% | Add +8.6% | 467,445 | $105.9M |
| First Trust Advisors LP | 0.06% | Add +4.9% | 453,161 | $102.9M |
| PGGM Investments | 2.51% | Reduce -74.3% | 449,807 | $102.1M |
| Resona Asset Management Co.,Ltd. | 0.47% | Add +0.5% | 437,988 | $99.7M |
| State of Alaska, Department of Revenue | 0.95% | Add +1.1% | 421,983 | $95.8M |
| Danske Bank A/S | 0.19% | Add +0.8% | 417,137 | $94.7M |
| Balyasny Asset Management L.P. | 0.18% | Reduce -12.9% | 414,420 | $94.1M |
| Zurich Insurance Group Ltd | 0.64% | Add +204.4% | 407,737 | $92.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -4.2% | 403,898 | $91.7M |
| Erste Asset Management GmbH | 0.69% | Reduce -7.8% | 387,949 | $88.3M |
| Credit Agricole S A | 0.22% | Add +9.6% | 386,869 | $87.8M |
| Primecap Management Co. | 0.05% | Add +0.3% | 385,509 | $87.5M |
| State of Wisconsin Investment Board | 0.17% | Add +1.9% | 375,940 | $85.3M |
| Natixis | 0.40% | Add +15.9% | 368,550 | $83.6M |
| Hazelview Securities Inc. | 11.53% | Add +12.6% | 352,513 | $83.2M |
| Handelsbanken Fonder AB | 0.23% | Add +11.5% | 353,123 | $80.1M |
| Capital International Sarl | 1.11% | Add +43.7% | 343,613 | $78.0M |
| Chevy Chase Trust Holdings, LLC | 0.20% | Reduce -0.8% | 343,188 | $77.9M |
| Royal London Asset Management Ltd. | 0.14% | Add +0.8% | 342,189 | $77.7M |
| Stifel Financial Corp. | 0.06% | Add +13.9% | 336,691 | $76.4M |
| Victory Capital Management Inc. | 0.04% | Reduce -3.7% | 331,229 | $75.2M |
| Ensign Peak Advisors, Inc | 0.12% | Add +6.6% | 329,234 | $74.7M |
| DekaBank Deutsche Girozentrale | 0.13% | No change | 382,262 | $74.4M |
| Mediolanum International Funds Ltd | 0.63% | Add +59.1% | 324,118 | $73.8M |
| Nykredit A/S | 0.28% | — | 324,783 | $73.7M |
| KLP Kapitalforvaltning As | 0.24% | Add +6.9% | 324,146 | $73.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.35% | Add +31.2% | 321,820 | $73.0M |
| UniSuper Management Pty Ltd | 0.38% | Reduce -5.1% | 321,159 | $72.9M |
| Toronto Dominion Bank | 0.12% | Add +4.1% | 317,845 | $72.1M |
| SG Americas Securities, LLC | 0.04% | Reduce -72.4% | 310,350 | $70.4M |
| Robeco Institutional Asset Management B.V. | 0.09% | Add +5.1% | 308,331 | $70.0M |
| Tredje AP-fonden | 0.31% | Add +43.6% | 302,803 | $68.7M |
| Bowen Hanes & Co. Inc. | 1.67% | No change | 345,956 | $68.4M |
| Treasurer of the State of North Carolina | 0.18% | Add +2.3% | 301,179 | $68.4M |
| Candriam S.C.A. | 0.31% | Reduce -1.3% | 300,046 | $68.0M |
| Tidal Investments LLC | 0.16% | Add +13.1% | 292,932 | $66.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.44% | Add +2.8% | 283,298 | $64.3M |
| Osaic Holdings, Inc. | 0.07% | Add +1.8% | 280,122 | $63.6M |
| IFM Investors Pty Ltd | 0.42% | Add +11.1% | 280,137 | $63.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.38% | Reduce -32.8% | 277,967 | $63.1M |
| EP Wealth Advisors, LLC | 0.24% | Add +11.9% | 274,449 | $62.3M |
| Uniplan Investment Counsel, Inc. | 5.72% | Reduce -4.8% | 261,996 | $59.5M |
| CORDA Investment Management, LLC. | 3.62% | Reduce -2.1% | 260,183 | $59.1M |
| PFA Pension, Forsikringsaktieselskab | 0.15% | Add +549.3% | 254,757 | $57.8M |
| Gillson Capital LP | 3.39% | Add +83.7% | 253,512 | $57.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -9.8% | 252,078 | $57.2M |
| NEOS Investment Management LLC | 0.21% | Add +12.6% | 248,161 | $56.3M |
| Teacher Retirement System of Texas | 0.15% | Add +100.1% | 244,572 | $55.5M |
| Cerity Partners LLC | 0.07% | Reduce -1.7% | 243,378 | $55.2M |
| NewEdge Advisors, LLC | 0.16% | Add +13.0% | 238,162 | $54.1M |
| M.D. Sass, LLC | 3.58% | Reduce -6.9% | 237,876 | $54.0M |
| LBP Am SA | 0.55% | Reduce -20.6% | 235,506 | $53.5M |
| Creative Planning | 0.03% | Add +5.0% | 231,196 | $52.5M |
| Squarepoint Ops LLC | 0.10% | Reduce -45.1% | 230,444 | $52.3M |
| Quantinno Capital Management LP | 0.06% | Add +24.3% | 230,373 | $52.3M |
| Cetera Investment Advisers | 0.05% | Add +12.0% | 227,903 | $51.7M |
| Voloridge Investment Management, LLC | 0.22% | Add +100.2% | 226,041 | $51.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.5% | 224,490 | $51.0M |
| Mackenzie Financial Corp. | 0.05% | Reduce -14.5% | 219,249 | $49.8M |
| State of Tennessee, Department of Treasury | 0.15% | Add +2.0% | 218,577 | $49.6M |
| Braun Stacey Associates Inc. | 1.40% | Reduce -2.3% | 216,915 | $49.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.22% | Add +0.9% | 216,601 | $49.2M |
| Walleye Capital LLC | 0.25% | Add +438.9% | 211,681 | $48.0M |
| Metis Global Partners, LLC | 1.08% | Add +0.2% | 210,254 | $47.7M |
| DNB Asset Management AS | 0.13% | Add +5.1% | 210,145 | $47.7M |
| Border to Coast Pensions Partnership Ltd | 0.70% | Reduce -30.0% | 210,000 | $47.6M |
| Gotham Asset Management | 0.11% | Reduce -6.7% | 207,523 | $47.1M |
| NewEdge Wealth, LLC | 0.47% | Reduce -1.3% | 206,164 | $46.8M |
| Nissay Asset Management Corp. /Japan | 0.20% | Add +3.3% | 205,356 | $46.6M |
| CIBC Bancorp USA Inc. | 0.06% | Reduce -21.0% | 204,353 | $46.4M |
| Public Sector Pension Investment Board | 0.12% | Add +1.6% | 201,566 | $45.7M |
| Czech National Bank | 0.25% | Add +5.7% | 200,930 | $45.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +7.4% | 196,946 | $44.7M |
| Arizona State Retirement System | 0.22% | Add +4.0% | 195,494 | $44.4M |
| Guggenheim Capital LLC | 0.28% | Add +5.5% | 190,768 | $43.3M |
| Factory Mutual Insurance Co. | 0.41% | Reduce -1.0% | 190,050 | $43.1M |
| Groupama Asset Managment | 0.54% | Add +6.0% | 187,203 | $42.6M |
| National Bank of Canada | 0.04% | Add +36.6% | 185,406 | $42.1M |
| MetLife Investment Management, LLC | 0.19% | Reduce -0.7% | 181,409 | $41.2M |
| State of Michigan Retirement System | 0.18% | Reduce -0.9% | 180,709 | $41.0M |
| Federated Hermes, Inc. | 0.06% | Reduce -22.7% | 175,653 | $39.9M |
| Banco Santander, S.A. | 0.24% | Reduce -1.1% | 171,801 | $39.0M |
| UMB Bank, n.a. | 0.48% | Reduce -2.1% | 168,493 | $38.2M |
| CIBC Asset Management Inc | 0.08% | Add +0.7% | 167,310 | $38.0M |
| Swiss Life Asset Management Ltd | 0.16% | Add +10.9% | 167,215 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -41.1% | 161,934 | $37.5M |
| Nisa Investment Advisors, LLC | 0.12% | Reduce -18.3% | 164,948 | $37.4M |
| Assetmark, Inc. | 0.06% | Add +13.0% | 163,271 | $37.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Reduce -55.5% | 160,631 | $36.5M |
| Intech Investment Management LLC | 0.33% | Add +16.3% | 158,208 | $35.9M |
| Woodline Partners LP | 0.11% | Add +13.1% | 153,848 | $34.9M |
| Vestcor Inc | 0.86% | Add +2.5% | 152,896 | $34.7M |
| Prudential PLC | 0.23% | Add +2.0% | 151,876 | $34.5M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -0.3% | 151,803 | $34.5M |
| SEB Asset Management AB | 0.13% | Add +3.1% | 147,746 | $33.5M |
| Jefferies Financial Group Inc. | 0.31% | Add +2388.8% | 142,905 | $32.4M |
| Eurizon Capital SGR S.p.A. | 0.09% | Reduce -15.6% | 141,516 | $32.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1.7% | 140,565 | $31.9M |
| Bank of Nova Scotia | 0.05% | Reduce -12.5% | 138,858 | $31.5M |
| Inspire Investing, LLC | 1.29% | Add +38.1% | 138,221 | $31.4M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +6.3% | 138,011 | $31.3M |
| Xponance LLC | 0.19% | Add +2.9% | 134,538 | $30.5M |
| Varma Mutual Pension Insurance Co | 0.16% | Reduce -2.3% | 134,476 | $30.5M |
| USS Investment Management Ltd | 0.12% | Add +6.8% | 133,246 | $30.2M |
| Focus Partners Wealth | 0.03% | Reduce -4.1% | 133,077 | $30.2M |
| Knights of Columbus Asset Advisors LLC | 1.45% | Add +39.0% | 127,725 | $29.0M |
| Andra AP-fonden | 0.33% | Reduce -15.4% | 127,700 | $29.0M |
| Danica Pension, Livsforsikringsaktieselskab | 0.46% | No change | 126,427 | $28.7M |
| ProShare Advisors LLC | 0.04% | Add +5.2% | 123,668 | $28.1M |
| AustralianSuper Pty Ltd | 0.12% | Add +977.2% | 122,986 | $27.9M |
| Vert Asset Management LLC | 7.60% | Add +6.8% | 122,448 | $27.8M |
| Amalgamated Bank | 0.19% | Reduce -3.2% | 121,737 | $27.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.0% | 121,234 | $27.5M |
| ABN AMRO Bank N.V. | 0.35% | Add +10.8% | 119,804 | $27.2M |
| Worldquant Millennium Advisors LLC | 0.09% | Reduce -86.3% | 117,952 | $26.8M |
| Ethic Inc. | 0.33% | Add +5.9% | 117,057 | $26.6M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +0.2% | 116,099 | $26.4M |
| Oddo BHF Asset Management Sas | 1.23% | New | 115,936 | $26.3M |
| Rakuten Investment Management, Inc. | 0.08% | Add +12.0% | 115,381 | $26.3M |
| Calamos Advisors LLC | 0.13% | Reduce -1.8% | 111,582 | $25.3M |
| Ofi Invest Asset Management | 0.25% | Reduce -1.3% | 127,021 | $25.3M |
| Waratah Capital Advisors Ltd. | 1.93% | Reduce -27.7% | 110,586 | $25.1M |
| Utah Retirement Systems | 0.23% | Reduce -3.9% | 107,351 | $24.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.20% | Add +7.3% | 106,240 | $24.1M |
| Police & Firemen's Retirement System of New Jersey | 0.18% | Reduce -0.1% | 105,804 | $24.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.15% | Add +11.7% | 105,657 | $24.0M |
| New York Life Investment Management LLC | 0.17% | Add +1.3% | 105,305 | $23.9M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Add +1.9% | 105,261 | $23.9M |
| Corient Private Wealth LP | 0.03% | Reduce -6.7% | 101,833 | $23.1M |
| Bahl & Gaynor LLC | 0.11% | New | 101,622 | $23.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.55% | Reduce -0.8% | 101,287 | $23.0M |
| Cornerstone Advisors, LLC | 0.76% | Reduce -15.7% | 101,285 | $23.0M |
| Capitolis Liquid Global Markets LLC | 0.10% | Reduce -11.3% | 100,000 | $22.7M |
| Appleton Partners Inc. | 1.37% | Add +3.3% | 98,216 | $22.3M |
| Yousif Capital Management, LLC | 0.25% | Reduce -4.1% | 98,192 | $22.3M |
| Fifth Third Bancorp | 0.04% | Add +4.5% | 97,479 | $22.1M |
| M&T Bank Corp | 0.06% | Reduce -0.0% | 96,735 | $22.0M |
| Cibc World Market Inc. | 0.04% | Add +33.5% | 95,708 | $21.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.4% | 95,382 | $21.6M |
| Abn Amro Investment Solutions | 0.19% | Add +12.2% | 95,332 | $21.6M |
| Investment Management Corp of Ontario | 0.27% | Add +71.4% | 93,888 | $21.3M |
| Vanguard Personalized Indexing Management, LLC | 0.17% | Add +1.5% | 92,710 | $21.0M |
| New Age Alpha Advisors, LLC | 0.88% | Reduce -0.1% | 91,681 | $20.8M |
| GSI Capital Advisors LLC | 9.70% | Reduce -8.6% | 90,578 | $20.6M |
| GRS Advisors, LLC | 1.74% | Reduce -37.8% | 90,543 | $20.6M |
| Moore Capital Management, LP | 0.48% | New | 90,277 | $20.5M |
| Keybank National Association | 0.07% | Add +0.4% | 90,216 | $20.5M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -3.2% | 89,142 | $20.2M |
| Capital Group Private Client Services, Inc. | 0.28% | Reduce -7.4% | 88,936 | $20.2M |
| Wealthfront Advisers LLC | 0.04% | Add +1.3% | 88,184 | $20.0M |
| Susquehanna International Group, LLP | 0.02% | Reduce -37.8% | 87,469 | $19.9M |
| Eversept Partners, LP | 1.08% | Reduce -51.8% | 87,312 | $19.8M |
| Oregon Public Employees Retirement Fund | 0.21% | Add +8.6% | 86,797 | $19.7M |
| QRG Capital Management, Inc. | 0.16% | Add +7.1% | 86,615 | $19.7M |
| Connors Investor Services Inc. | 1.70% | Reduce -0.7% | 86,484 | $19.6M |
| MML Investors Services, LLC | 0.04% | Add +21.7% | 86,187 | $19.6M |
| NorthCoast Asset Management LLC | 0.42% | Add +3.8% | 83,649 | $19.0M |
| Captrust Financial Advisors | 0.03% | Reduce -3.1% | 83,300 | $18.9M |
| AIA Group Ltd | 0.24% | Add +166.2% | 83,063 | $18.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.14% | Reduce -24.5% | 82,558 | $18.7M |
| Avanza Fonder AB | 0.41% | Add +13.7% | 82,151 | $18.6M |
| GDS Wealth Management | 0.89% | Add +11.0% | 82,071 | $18.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -29.6% | 81,553 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.1% | 79,940 | $18.1M |
| Rafferty Asset Management, LLC | 0.04% | Add +34.1% | 79,505 | $18.0M |
| OP Asset Management Ltd | 0.19% | Reduce -33.1% | 79,131 | $18.0M |
| Vise Technologies, Inc. | 0.20% | Add +82.2% | 78,142 | $17.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 78,081 | $17.7M |
| Cander Asset Management LP | 3.25% | Reduce -40.5% | 77,121 | $17.5M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +0.9% | 76,578 | $17.4M |
| Venture Visionary Partners LLC | 0.48% | Reduce -0.1% | 76,416 | $17.3M |
| Norinchukin Bank, The | 0.16% | Add +6.9% | 74,383 | $16.9M |
| Chilton Capital Management LLC | 0.53% | Reduce -2.3% | 74,258 | $16.9M |
| Allstate Corp. | 0.17% | Reduce -16.3% | 73,971 | $16.8M |
| Mutual of America Capital Management LLC | 0.16% | Reduce -6.3% | 72,757 | $16.5M |
| Daiichi Life Insurance Co., Ltd. | 0.38% | Add +63.9% | 72,001 | $16.3M |
| Trust Co. of Toledo NA | 1.34% | Reduce -1.2% | 70,713 | $16.0M |
| Nomura Holdings Inc. | 0.07% | Add +182.9% | 70,711 | $16.0M |
| Blue Chip Partners, LLC | 1.01% | Add +2.8% | 70,337 | $16.0M |
| Longbow Finance SA | 2.04% | Add +83.1% | 70,272 | $15.9M |
| Westpac Banking Corp. | 0.98% | Add +1.0% | 70,125 | $15.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.2% | 68,059 | $15.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -21.1% | 67,922 | $15.4M |
| CENTRAL TRUST Co | 0.27% | Add +0.0% | 66,895 | $15.2M |
| Signature Estate & Investment Advisors LLC | 0.27% | Add +7.3% | 66,692 | $15.1M |
| US Bancorp \de | 0.02% | Add +5.6% | 66,374 | $15.1M |
| TD Waterhouse Canada Inc. | 0.04% | Add +11.8% | 65,218 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +0.6% | 65,454 | $14.9M |
| Groupe la Francaise | 0.18% | Reduce -4.4% | 63,338 | $14.4M |
| Fideuram Asset Management (Ireland) dac | 0.27% | Add +25.0% | 66,988 | $14.3M |
| Naviter Wealth, LLC | 1.27% | Add +25.4% | 61,832 | $14.0M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -1.4% | 61,077 | $13.9M |
| Pensionfund PDN | 7.04% | No change | 60,253 | $13.7M |
| B. Metzler seel. Sohn & Co. AG | 0.12% | Add +55.3% | 59,902 | $13.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.6% | 58,884 | $13.6M |
| Atria Investments, Inc | 0.14% | Add +16.8% | 59,553 | $13.5M |
| Brookstone Capital Management | 0.13% | Reduce -12.7% | 59,171 | $13.4M |
| Pathstone Holdings, LLC | 0.04% | Add +6.1% | 57,081 | $13.0M |
| Empowered Funds, LLC | 0.07% | Add +34.5% | 57,241 | $13.0M |
| Transamerica Financial Advisors, LLC | 1.09% | Add +122.6% | 56,980 | $12.9M |
| Man Group plc | 0.02% | Reduce -43.6% | 56,674 | $12.9M |
| Mariner, LLC | 0.01% | Reduce -40.9% | 56,452 | $12.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +30.6% | 56,347 | $12.8M |
| Elo Mutual Pension Insurance Co | 0.16% | Add +11.2% | 55,879 | $12.7M |
| Gulf International Bank (UK) Ltd | 0.25% | Add +4.0% | 55,269 | $12.5M |
| Mizuho Securities USA LLC | 0.20% | Add +31.0% | 55,265 | $12.5M |
| Pacer Advisors, Inc. | 0.03% | Add +40.1% | 55,242 | $12.5M |
| WESPAC Advisors SoCal, LLC | 2.24% | Add +2.1% | 55,045 | $12.5M |
| OMERS ADMINISTRATION Corp | 0.07% | Add +100.6% | 54,644 | $12.4M |
| Windle Wealth, LLC | 4.94% | Reduce -0.1% | 54,154 | $12.3M |
| Harbour Trust & Investment Management Co | 1.18% | Reduce -1.8% | 54,086 | $12.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +2.2% | 53,550 | $12.2M |
| Hamilton Wealth, LLC | 2.22% | New | 53,352 | $12.1M |
| Vanderbilt University | 1.64% | Add +14.4% | 52,539 | $11.9M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -4.7% | 52,334 | $11.9M |
| Agf Management Ltd. | 0.05% | Add +59.9% | 51,195 | $11.6M |
| Pinnacle Associates Ltd. | 0.13% | Add +0.5% | 51,177 | $11.6M |
| Lido Advisors, LLC | 0.04% | Add +1.4% | 50,575 | $11.5M |
| Dorsey Wright & Associates | 1.91% | Add +116.4% | 49,572 | $11.3M |
| Saudi Central Bank | 0.15% | Add +94.7% | 49,317 | $11.2M |
| Triasima Portfolio Management inc. | 1.48% | Add +7.0% | 48,359 | $11.0M |
| Alps Advisors Inc. | 0.05% | Add +1905.3% | 48,127 | $10.9M |
| Jain Global LLC | 0.14% | Add +90.3% | 46,924 | $10.7M |
| Bellars Harris Wealth Management, LLC | 2.16% | — | 46,790 | $10.6M |
| Capital International Ltd. | 0.34% | Add +60.8% | 46,551 | $10.6M |
| Arax Advisory Partners | 0.07% | Add +1951.5% | 45,461 | $10.3M |
| Easterly Investment Partners LLC | 0.52% | Reduce -4.3% | 45,321 | $10.3M |
| Vident Advisory, LLC | 0.08% | Add +3.3% | 45,285 | $10.3M |
| Pier 88 Investment Partners LLC | 16.51% | Add +87.2% | 43,800 | $9.9M |
| Rational Advisors, Inc. | 0.96% | Reduce -1.4% | 43,800 | $9.9M |
| Kentucky Retirement Systems | 0.24% | New | 43,410 | $9.9M |
| Azimuth Capital Investment Management LLC | 0.33% | Reduce -0.4% | 43,391 | $9.8M |
| Windward Capital Management Co. | 0.75% | Add +0.8% | 43,385 | $9.8M |
| Indivisible Partners | 0.55% | Reduce -0.0% | 43,211 | $9.8M |
| Bokf, NA | 0.14% | Add +11.0% | 43,157 | $9.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | Add +24.3% | 42,737 | $9.7M |
| Beacon Financial Planning, Inc. | 3.29% | Add +0.1% | 42,657 | $9.7M |
| &partners | 0.04% | Add +16.3% | 42,188 | $9.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.43% | Add +4.2% | 41,957 | $9.5M |
| Callahan Advisors, LLC | 0.72% | Reduce -1.1% | 41,924 | $9.5M |
| Spirit of America Management Corp. | 1.79% | Add +0.7% | 41,725 | $9.5M |
| Landscape Capital Management, L.L.C. | 0.61% | Add +30.3% | 41,567 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +83.9% | 41,482 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -0.1% | 41,281 | $9.4M |
| Advisors Management Group Inc. | 1.55% | Reduce -1.9% | 41,264 | $9.4M |
| Azzad Asset Management Inc. | 0.81% | Add +0.4% | 40,361 | $9.2M |
| Clearbridge Investments, LLC | 0.01% | New | 40,305 | $9.1M |
| Fairfield Financial Advisors, LTD | 3.60% | Add +9.5% | 40,229 | $9.1M |
| Carret Asset Management, LLC | 0.80% | Reduce -1.1% | 40,094 | $9.1M |
| Arini Capital Management Ltd | 0.93% | New | 40,000 | $9.1M |
| Osmosis Investment Management UK Ltd | 0.42% | Reduce -38.8% | 39,982 | $9.1M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +0.8% | 39,847 | $9.0M |
| Lombard Odier Asset Management (Switzerland) SA | 0.29% | New | 39,690 | $9.0M |
| GeoWealth Management, LLC | 0.28% | Add +4.1% | 39,630 | $9.0M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -4.0% | 39,432 | $8.9M |
| Hartford Investment Management Co. | 0.25% | Reduce -1.9% | 39,042 | $8.9M |
| Meiji Yasuda America Inc | 1.47% | Add +14.5% | 38,649 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -3.2% | 38,400 | $8.7M |
| Maryland State Retirement & Pension System | 0.15% | Add +8.9% | 37,758 | $8.6M |
| Vinva Investment Management Ltd | 0.06% | Add +404.2% | 37,468 | $8.5M |
| AMF Tjanstepension AB | 0.05% | No change | 37,040 | $8.4M |
| Louisiana State Employees Retirement System | 0.12% | Add +1.4% | 36,100 | $8.2M |
| Generali Asset Management SPA SGR | 0.15% | Reduce -9.8% | 35,591 | $8.1M |
| Atlantic Union Bankshares Corp | 0.13% | Add +8.3% | 35,400 | $8.0M |
| Capital Group Investment Management Pte. LTD. | 1.20% | Add +53.3% | 34,976 | $7.9M |
| New Mexico Educational Retirement Board | 0.20% | Add +13.0% | 34,748 | $7.9M |
| Merit Financial Group, LLC | 0.05% | Add +3.0% | 34,745 | $7.9M |
| LGT Group Foundation | 0.09% | Reduce -3.4% | 34,468 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.0% | 34,401 | $7.8M |
| Brasada Capital Management, LP | 1.40% | Reduce -3.9% | 34,114 | $7.7M |
| OpenArc Corporate Advisory, LLC | 0.09% | Reduce -2.9% | 33,806 | $7.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -80.7% | 33,799 | $7.7M |
| Asset Planning Services Inc. /La/ | 3.22% | Reduce -4.8% | 33,415 | $7.6M |
| KMG Fiduciary Partners, LLC | 0.69% | Reduce -7.2% | 32,947 | $7.5M |
| First National Bank of Mount Dora, Trust Investment Services | 1.49% | Reduce -0.6% | 32,878 | $7.5M |
| Westwood Holdings Group Inc. | 0.06% | Reduce -3.7% | 32,711 | $7.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -6.1% | 31,880 | $7.2M |
| AG2R La Mondiale Gestion D'actifs | 0.26% | Add +11.7% | 31,632 | $7.2M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.34% | No change | 31,600 | $7.2M |
| Legacy CG, LLC | 1.81% | Reduce -4.5% | 31,196 | $7.1M |
| Pensionfund Sabic | 7.54% | No change | 31,059 | $7.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.3% | 31,039 | $7.0M |
| Bleakley Financial Group, LLC | 0.09% | Add +4.3% | 30,695 | $7.0M |
| Callan Family Office, LLC | 0.14% | Add +3.7% | 30,679 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -5.3% | 30,485 | $6.9M |
| MAI Capital Management | 0.03% | Add +8.3% | 29,917 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -3.6% | 29,219 | $6.6M |
| Tokio Marine Asset Management Co. Ltd. | 0.20% | Add +10.5% | 28,441 | $6.5M |
| Cinctive Capital Management LP | 0.26% | New | 28,380 | $6.4M |
| DoubleLine ETF Adviser LP | 2.65% | Reduce -12.5% | 28,313 | $6.4M |
| Daymark Wealth Partners, LLC | 0.16% | Add +1368.5% | 28,224 | $6.4M |
| Boothbay Fund Management, LLC | 0.13% | Reduce -14.3% | 28,112 | $6.4M |
| Horizon Investments, LLC | 0.07% | Add +11.1% | 27,805 | $6.3M |
| MUFG Securities EMEA plc | 0.07% | Reduce -3.4% | 27,630 | $6.3M |
| Elevation Point Wealth Partners, LLC | 0.12% | Reduce -2.1% | 27,630 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.20% | Add +6.0% | 27,362 | $6.2M |
| Union Bancaire Privee, UBP SA | 0.07% | Add +17.3% | 35,700 | $6.1M |
| Red Cedar Investment Management, LLC | 0.57% | No change | 26,713 | $6.1M |
| Hamilton Capital Partners Inc. | 0.17% | Add +7.3% | 26,452 | $6.0M |
| TIAA Wealth Investment Management LLC | 0.04% | Reduce -9.8% | 26,163 | $5.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -0.2% | 26,066 | $5.9M |
| Walter Public Investments Inc. | 1.41% | Add +763.2% | 25,895 | $5.9M |
| Commerce Bank | 0.03% | Reduce -5.0% | 25,712 | $5.8M |
| Pinnbrook Capital Management LP | 0.96% | New | 25,500 | $5.8M |
| Spire Wealth Management | 0.17% | Reduce -0.0% | 25,459 | $5.8M |
| B&I Capital AG | 12.68% | Reduce -85.6% | 25,325 | $5.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.81% | Reduce -5.5% | 25,107 | $5.7M |
| CSM Advisors, LLC | 0.12% | Reduce -0.2% | 25,076 | $5.7M |
| Kingdon Capital Management, L.L.C. | 0.77% | Reduce -50.0% | 25,000 | $5.7M |
| First Pacific Financial | 0.68% | Reduce -4.9% | 24,992 | $5.7M |
| Benjamin Edwards Inc. | 0.05% | Add +28.4% | 24,629 | $5.6M |
| Siemens Fonds Invest GmbH | 0.27% | Add +2.7% | 24,200 | $5.5M |
| GAMCO Investors | 0.05% | No change | 24,173 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +6.9% | 24,143 | $5.5M |
| Ascent Group, LLC | 0.16% | Add +4.0% | 23,986 | $5.4M |
| Ostrum Asset Management | 0.26% | Reduce -6.5% | 23,782 | $5.4M |
| Bayhunt Capital LLC | 6.98% | Reduce -49.7% | 29,003 | $5.4M |
| Dockside LLC | 1.26% | — | 23,680 | $5.4M |
| D L Carlson Investment Group Inc. | 0.86% | Reduce -21.7% | 23,666 | $5.4M |
| E. Ohman J:or Asset Management AB | 0.12% | Reduce -19.8% | 23,555 | $5.3M |
| Perpetual Ltd | 0.08% | Add +4.9% | 23,510 | $5.3M |
| Westover Capital Advisors, LLC | 0.88% | Reduce -0.3% | 23,389 | $5.3M |
| Brown Advisory Inc. | 0.01% | Add +2.7% | 23,295 | $5.3M |
| Brentview Investment Management LLC | 2.07% | Add +2.8% | 23,070 | $5.2M |
| Northeast Investment Management | 0.19% | Add +250.8% | 23,016 | $5.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -4.7% | 22,863 | $5.2M |
| DRW Securities, LLC | 0.31% | Reduce -42.3% | 22,846 | $5.2M |
| United Capital Financial Advisors, LLC | 0.03% | Add +1.4% | 22,702 | $5.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +1.4% | 22,633 | $5.1M |
| Romano Brothers and Company | 0.52% | Reduce -1.4% | 22,570 | $5.1M |
| Rice Partnership, LLC | 0.62% | Add +24.0% | 22,411 | $5.1M |
| Boston Family Office LLC | 0.31% | Reduce -3.0% | 22,400 | $5.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -8.5% | 21,771 | $4.9M |
| Raiffeisen Bank International AG | 0.06% | Add +23.5% | 21,369 | $4.9M |
| V-Square Quantitative Management LLC | 0.46% | Add +12.6% | 21,261 | $4.8M |
| Mufg Securities Americas Inc. | 0.25% | Add +10.1% | 21,261 | $4.8M |
| Spinnaker Trust | 0.23% | Reduce -1.8% | 21,000 | $4.8M |
| Argentarii, LLC | 1.43% | Reduce -0.6% | 20,987 | $4.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Add +8.2% | 20,808 | $4.7M |
| Savant Capital, LLC | 0.01% | Add +170.0% | 21,653 | $4.7M |
| Retirement Management Systems Inc. | 0.96% | Add +13.9% | 20,729 | $4.7M |
| Portfolio Design Labs, LLC | 0.77% | Add +0.3% | 20,560 | $4.7M |
| Asset Planning,Inc | 3.01% | Add +1.7% | 20,453 | $4.6M |
| North Dakota State Investment Board | 0.19% | Add +2.6% | 20,447 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +23.8% | 20,305 | $4.6M |
| Securian Asset Management, Inc. | 0.16% | Reduce -0.9% | 18,758 | $4.6M |
| Bleichroeder LP | 0.82% | No change | 20,000 | $4.5M |
| Great Diamond Partners, LLC | 0.78% | Add +0.4% | 19,910 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.2% | 19,901 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +4.4% | 19,813 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +7.5% | 19,790 | $4.5M |
| Hilton Capital Management, LLC | 0.31% | Add +6.6% | 19,653 | $4.5M |
| Chesley Taft & Associates LLC | 0.17% | Add +1.1% | 19,540 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +97.5% | 19,257 | $4.4M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1.0% | 19,106 | $4.3M |
| FJ Capital Management LLC | 0.56% | Reduce -0.9% | 19,095 | $4.3M |
| YHB Investment Advisors, Inc. | 0.27% | Add +3.5% | 18,819 | $4.3M |
| GAMMA Investing LLC | 0.16% | Add +11.9% | 18,496 | $4.2M |
| Kintegral Advisory, LLC | 0.34% | No change | 18,451 | $4.2M |
| HB Wealth Management, LLC | 0.02% | Add +3.3% | 18,444 | $4.2M |
| Allworth Financial LP | 0.02% | Reduce -9.0% | 18,436 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +9.9% | 18,394 | $4.2M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.24% | Add +2.3% | 18,014 | $4.1M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.40% | No change | 17,970 | $4.1M |
| Meeder Advisory Services, Inc. | 0.15% | Reduce -1.2% | 17,952 | $4.1M |
| Nilsine Partners, LLC | 0.28% | Reduce -0.9% | 17,946 | $4.1M |
| SteelPeak Wealth, LLC | 0.11% | New | 17,697 | $4.0M |
| Summit Place Financial Advisors, LLC | 1.76% | Reduce -7.5% | 17,666 | $4.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.0% | 17,619 | $4.0M |
| Morangie Management LLC | 3.29% | Add +1.7% | 17,435 | $4.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -25.9% | 17,385 | $3.9M |
| Canada Post Corp Registered Pension Plan | 0.14% | No change | 17,339 | $3.9M |
| MASTERINVEST Kapitalanlage GmbH | 0.33% | Add +12.3% | 17,176 | $3.9M |
| Praxis Investment Management Inc. | 0.20% | No change | 17,153 | $3.9M |
| Ritholtz Wealth Management | 0.06% | Add +59.9% | 17,040 | $3.9M |
| Principal Securities, Inc. | 0.05% | Add +2.6% | 16,941 | $3.8M |
| Harvest Investment Services, LLC | 0.59% | Reduce -11.7% | 16,911 | $3.8M |
| Wahed Invest LLC | 0.40% | Reduce -3.0% | 16,826 | $3.8M |
| Sterling Capital Management LLC | 0.06% | Reduce -46.8% | 16,804 | $3.8M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -0.4% | 16,508 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Reduce -4.2% | 16,507 | $3.7M |
| Centaurus Financial, Inc. | 0.15% | Add +4.7% | 16,460 | $3.7M |
| Liberty Capital Management, Inc. | 0.63% | — | 16,257 | $3.7M |
| Sound View Wealth Advisors Group, LLC | 0.23% | Add +1.5% | 16,200 | $3.7M |
| Impax Asset Management Group plc | 0.02% | Reduce -6.5% | 16,081 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -31.2% | 16,063 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +25.9% | 15,957 | $3.6M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -6.2% | 15,898 | $3.6M |
| World Investment Advisors | 0.06% | Reduce -1.0% | 17,975 | $3.6M |
| Meiji Yasuda Life Insurance Co | 0.12% | Add +8.6% | 15,694 | $3.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | Reduce -39.2% | 15,500 | $3.5M |
| Entropy Technologies, LP | 0.14% | New | 15,468 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.08% | Reduce -63.6% | 15,267 | $3.5M |
| Florida Trust Wealth Management Co | 0.09% | Add +9.8% | 15,170 | $3.4M |
| Brant Point Investment Management LLC | 0.76% | Reduce -38.8% | 15,014 | $3.4M |
| Caprock Group, LLC | 0.06% | Add +31.0% | 14,624 | $3.3M |
| Global Retirement Partners, LLC | 0.05% | — | 14,473 | $3.3M |
| Edgemoor Investment Advisors, Inc. | 0.22% | Reduce -0.2% | 14,360 | $3.3M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -5.5% | 14,344 | $3.3M |
| RMR Wealth Builders | 0.20% | New | 14,308 | $3.2M |
| Glenmede Trust Co. NA | 0.01% | Add +6.5% | 14,271 | $3.2M |
| Signaturefd, LLC | 0.04% | Add +2.9% | 14,174 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -0.1% | 14,115 | $3.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.9% | 14,109 | $3.2M |
| James Investment Research, Inc. | 0.32% | Add +39.1% | 14,049 | $3.2M |
| Plato Investment Management Ltd | 0.18% | Add +57.1% | 14,060 | $3.2M |
| O'ROURKE & COMPANY, Inc | 1.11% | Add +0.3% | 13,961 | $3.2M |
| GLOBALT Investments LLC / GA | 0.11% | Add +4.9% | 13,771 | $3.1M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -0.5% | 13,768 | $3.1M |
| Twin Capital Management Inc. | 0.34% | Add +16.9% | 13,734 | $3.1M |
| Advance Capital Management, Inc. | 0.10% | Reduce -0.2% | 13,722 | $3.1M |
| Triglav Investments, D.O.O. | 0.16% | Reduce -8.1% | 13,666 | $3.1M |
| Sarasin & Partners LLP | 0.04% | Reduce -21.7% | 13,657 | $3.1M |
| Verde Capital Management | 0.57% | Reduce -4.0% | 13,469 | $3.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +18.8% | 13,408 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | Add +14.1% | 13,261 | $3.0M |
| Group One Trading LLC | 0.09% | Reduce -25.6% | 13,235 | $3.0M |
| Garrison Bradford & Associates Inc. | 3.23% | Reduce -1.1% | 13,126 | $3.0M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -17.7% | 13,091 | $3.0M |
| Walleye Trading LLC | 0.04% | Add +28.4% | 13,048 | $3.0M |
| Choreo, LLC | 0.03% | Add +1.7% | 13,006 | $3.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +40.0% | 12,934 | $2.9M |
| NTV Asset Management LLC | 0.28% | No change | 12,592 | $2.9M |
| Huntington National Bank | 0.02% | Add +25.2% | 12,389 | $2.8M |
| Penserra Capital Management LLC | 0.02% | Add +91.5% | 12,394 | $2.8M |
| Park Edge Advisors, LLC | 0.60% | Add +127.1% | 12,381 | $2.8M |
| Old Second National Bank of Aurora | 0.53% | Reduce -10.0% | 12,363 | $2.8M |
| LDR Capital Management LLC | 4.44% | Reduce -1.0% | 12,276 | $2.8M |
| Bailard, Inc. | 0.06% | Add +23.4% | 12,098 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.0% | 12,058 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +9.7% | 11,936 | $2.7M |
| Anchor Bay Capital, Inc. | 1.45% | — | 11,393 | $2.7M |
| High Point Wealth Management, LLC | 2.19% | Add +3.8% | 11,535 | $2.6M |
| Ossiam | 0.03% | Add +21.7% | 11,533 | $2.6M |
| Wesbanco Bank Inc. | 0.06% | Reduce -5.3% | 11,456 | $2.6M |
| Contravisory Investment Management, Inc. | 0.45% | Add +2.2% | 11,263 | $2.6M |
| Tema ETFs LLC | 0.08% | Add +9.9% | 11,250 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +192.4% | 11,244 | $2.6M |
| Csenge Advisory Group | 0.10% | New | 11,091 | $2.5M |
| Quantitative Investment Management, LLC | 0.27% | Add +127.6% | 10,943 | $2.5M |
| Hartford Funds Management Co LLC | 0.20% | Add +2.2% | 10,891 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.8% | 10,829 | $2.5M |
| Welch Group, LLC | 0.08% | No change | 10,731 | $2.4M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -94.9% | 10,721 | $2.4M |
| Ballentine Partners, LLC | 0.03% | Reduce -0.7% | 10,536 | $2.4M |
| Gerald Baker Financial Group LLC | 0.68% | Add +0.3% | 10,493 | $2.4M |
| Compound Planning, Inc. | 0.06% | Add +4.3% | 10,460 | $2.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -12.8% | 10,400 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.0% | 10,374 | $2.4M |
| Fig Financial Advisory Services Inc. | 1.38% | Add +63.1% | 10,365 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.0% | 10,280 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.13% | Add +0.3% | 10,221 | $2.3M |
| Purkiss Capital Advisors LLC | 0.88% | Add +14.2% | 10,208 | $2.3M |
| Greenleaf Trust | 0.02% | Reduce -3.0% | 10,180 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +4.1% | 10,165 | $2.3M |
| Western Financial Corp | 0.67% | Add +1.9% | 10,140 | $2.3M |
| Everhart Financial Group, Inc. | 0.15% | Reduce -2.5% | 10,138 | $2.3M |
| Wedmont Private Capital | 0.06% | Add +4.3% | 9,931 | $2.3M |
| American Assets Investment Management, LLC | 0.14% | No change | 10,000 | $2.3M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -0.4% | 9,965 | $2.3M |
| Mutual Advisors, LLC | 0.04% | Add +7.0% | 9,928 | $2.3M |
| BDF-Gestion | 0.30% | Add +39.6% | 19,654 | $2.2M |
| Clearstead Advisors, LLC | 0.02% | Add +68.7% | 9,777 | $2.2M |
| American Financial Advisors, LLC | 0.26% | Reduce -2.6% | 9,594 | $2.2M |
| RDA Financial Network | 0.47% | Reduce -12.3% | 9,586 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +6.6% | 9,549 | $2.2M |
| Waterloo Capital, L.P. | 0.12% | Reduce -0.4% | 9,501 | $2.2M |
| Denali Advisors LLC | 0.22% | Add +1.8% | 9,499 | $2.2M |
| GF Fund Management Co. LTD. | 0.03% | Reduce -6.2% | 9,481 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +17.1% | 9,397 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.9% | 9,137 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +10.4% | 9,095 | $2.1M |
| Independent Advisor Alliance | 0.05% | Add +4.0% | 9,027 | $2.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.55% | Add +0.4% | 9,018 | $2.0M |
| Wealth Enhancement Trust Services, Inc. | 0.23% | Reduce -4.8% | 8,962 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Reduce -0.8% | 8,898 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -30.4% | 8,874 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +20.9% | 8,824 | $2.0M |
| Jeppson Wealth Management, LLC | 0.59% | Reduce -1.1% | 8,799 | $2.0M |
| Agate Pass Investment Management, LLC | 0.74% | No change | 8,785 | $2.0M |
| XTX Topco Ltd | 0.03% | Reduce -68.9% | 8,755 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -4.3% | 9,009 | $2.0M |
| AlphaCore Capital LLC | 0.04% | Add +33.2% | 8,651 | $2.0M |
| Virtus Investment Advisers, LLC | 0.45% | Reduce -17.0% | 8,582 | $1.9M |
| Fairtree Asset Management (Pty) Ltd | 0.74% | Add +99.0% | 8,538 | $1.9M |
| Trueblood Wealth Management, LLC | 0.67% | Add +2.9% | 8,513 | $1.9M |
| Summit Global Investments | 0.10% | Add +1.7% | 8,449 | $1.9M |
| Clear Trail Advisors, LLC | 0.29% | Add +86.2% | 8,438 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -2.0% | 8,406 | $1.9M |
| Schnieders Capital Management, Llc. | 0.25% | Add +0.0% | 8,346 | $1.9M |
| IPG Investment Advisors LLC | 0.27% | New | 8,302 | $1.9M |
| PFG Investments, LLC | 0.07% | Add +3.3% | 8,278 | $1.9M |
| Smartleaf Asset Management LLC | 0.06% | No change | 8,160 | $1.9M |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.9% | 8,160 | $1.9M |
| VestGen Advisors, LLC | 0.05% | Add +1.9% | 8,144 | $1.8M |
| Allianz SE | 0.02% | Reduce -1.9% | 8,110 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -67.8% | 8,084 | $1.8M |
| IMC-Chicago, LLC | 0.02% | New | 8,055 | $1.8M |
| Emergent Wealth Advisors, LLC | 0.95% | Add +1.5% | 8,069 | $1.8M |
| American National Bank & Trust | 0.15% | Add +8.0% | 7,992 | $1.8M |
| WESPAC Advisors, LLC | 0.88% | New | 7,987 | $1.8M |
| Marex Group Ltd | 0.01% | Add +77.0% | 7,986 | $1.8M |
| Highview Capital Management LLC | 0.52% | Add +3.1% | 7,981 | $1.8M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 7,900 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +21.5% | 7,851 | $1.8M |
| Pinebridge Investments LLC | 0.01% | Add +37.2% | 7,777 | $1.8M |
| Arbor Capital Management Inc. | 1.73% | Reduce -14.4% | 7,501 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +21.3% | 7,634 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -3.8% | 7,625 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Add +6.3% | 7,614 | $1.7M |
| Harbor Investment Advisory, LLC | 0.12% | Add +19.6% | 7,613 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -22.6% | 7,584 | $1.7M |
| Profund Advisors LLC | 0.05% | Add +1.2% | 7,576 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Add +20.0% | 7,489 | $1.7M |
| Frec Markets, Inc. | 0.15% | Add +47.5% | 7,392 | $1.7M |
| Florida Financial Advisors, LLC | 0.28% | Add +37.3% | 7,353 | $1.7M |
| Saturna Capital Corp. | 0.02% | Add +2.0% | 7,350 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +6.5% | 7,338 | $1.7M |
| GTS Securities LLC | 0.03% | Reduce -35.3% | 7,188 | $1.6M |
| Phoenix Financial Ltd. | 0.01% | Reduce -30.8% | 7,152 | $1.6M |
| Community Bank & Trust, Waco, Texas | 0.29% | No change | 7,054 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Add +12.4% | 7,043 | $1.6M |
| Stiles Financial Services Inc | 0.40% | Reduce -0.3% | 7,033 | $1.6M |
| Ancora Advisors LLC | 0.03% | Reduce -5.1% | 7,005 | $1.6M |
| Checchi Capital Advisers, LLC | 0.10% | Add +0.4% | 6,998 | $1.6M |
| Wealth Architects, LLC | 0.12% | Add +0.3% | 6,968 | $1.6M |
| S&A Financial Services, Inc. | 0.94% | Reduce -2.9% | 6,768 | $1.5M |
| Cigna Investments Inc. | 0.20% | Add +3.1% | 6,759 | $1.5M |
| Brighton Jones LLC | 0.03% | Reduce -4.9% | 6,751 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +44.4% | 6,687 | $1.5M |
| Modern Wealth Management, LLC | 0.02% | Add +9.2% | 6,649 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -1.7% | 6,642 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 6,590 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -45.9% | 6,564 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -93.2% | 6,546 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +6.7% | 6,540 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -31.7% | 6,504 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.69% | New | 6,500 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -4.9% | 6,478 | $1.5M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 7,417 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +1.0% | 6,442 | $1.5M |
| Ashton Thomas Securities, LLC | 0.22% | Add +20.0% | 6,242 | $1.5M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.1% | 6,408 | $1.5M |
| Baldwin Investment Management, LLC | 0.14% | Add +64.9% | 6,392 | $1.5M |
| Texas Yale Capital Corp. | 0.03% | Add +1.6% | 6,354 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -0.0% | 6,343 | $1.4M |
| Apella Capital, LLC | 0.02% | Add +0.3% | 6,033 | $1.4M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0.99% | No change | 6,315 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | Add +75.5% | 6,315 | $1.4M |
| Kesler, Norman & Wride, LLC | 0.23% | Add +73.8% | 6,309 | $1.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.09% | Add +11.0% | 6,282 | $1.4M |
| Brookfield Corp | 0.00% | Reduce -98.0% | 6,233 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -9.7% | 6,183 | $1.4M |
| Pacific Sun Financial Corp | 0.57% | No change | 6,063 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.2% | 6,055 | $1.4M |
| M&G PLC | 0.01% | Add +26.4% | 6,047 | $1.4M |
| Essex Financial Services, Inc. | 0.07% | Add +4.7% | 6,027 | $1.4M |
| PeakShares LLC | 1.01% | New | 6,007 | $1.4M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 2.34% | Add +36.4% | 6,000 | $1.4M |
| Qtron Investments LLC | 0.18% | Reduce -1.4% | 5,978 | $1.4M |
| Elevatus Welath Management | 0.33% | New | 5,967 | $1.4M |
| Dudley Capital Management, LLC | 0.55% | Reduce -1.2% | 5,950 | $1.4M |
| Syon Capital LLC | 0.06% | Add +6.1% | 5,908 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.09% | Add +89.6% | 5,904 | $1.3M |
| Trustmark Bank Trust Department | 0.08% | Reduce -1.0% | 5,872 | $1.3M |
| BSW Wealth Partners | 0.15% | Reduce -3.1% | 5,831 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.32% | Reduce -28.2% | 5,819 | $1.3M |
| Ellevest, Inc. | 0.16% | Reduce -1.6% | 5,830 | $1.3M |
| Richwood Investment Advisors, LLC | 0.93% | Reduce -4.1% | 5,808 | $1.3M |
| Sun Life Financial Inc. | 0.07% | No change | 5,760 | $1.3M |
| Personal Cfo Solutions, LLC | 0.19% | Add +14.8% | 5,728 | $1.3M |
| Markowski Investments | 0.29% | — | 5,720 | $1.3M |
| Morey & Quinn Wealth Partners, LLC | 0.83% | Reduce -18.6% | 5,698 | $1.3M |
| CVFG LLC | 0.13% | No change | 5,651 | $1.3M |
| Ninety One UK Ltd | 0.00% | No change | 5,647 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +2.4% | 5,626 | $1.3M |
| Aprio Wealth Management, LLC | 0.06% | Add +15.2% | 5,611 | $1.3M |
| McDonald Partners LLC | 0.30% | New | 5,506 | $1.2M |
| Lumbard & Kellner, LLC | 0.38% | No change | 5,496 | $1.2M |
| Ibex Wealth Advisors | 0.10% | Reduce -1.4% | 5,495 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Reduce -32.8% | 5,443 | $1.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +41.4% | 5,421 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +5.7% | 5,411 | $1.2M |
| Prestige Wealth Management Group LLC | 0.22% | Reduce -41.8% | 5,283 | $1.2M |
| Stableford Capital II LLC | 0.41% | Reduce -1.9% | 5,272 | $1.2M |
| CX Institutional | 0.03% | Add +43.5% | 5,219 | $1.2M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | Reduce -8.8% | 5,213 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +26.6% | 5,195 | $1.2M |
| VestGen Investment Management | 0.62% | Add +391.4% | 5,165 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Add +125.8% | 5,162 | $1.2M |
| Sara-Bay Financial | 0.31% | No change | 5,135 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +0.3% | 5,130 | $1.2M |
| Busey Bank | 0.03% | Reduce -6.0% | 5,111 | $1.2M |
| Jackson Square Capital, LLC | 0.16% | Reduce -0.5% | 5,096 | $1.2M |
| Howard Capital Management, LLC | 0.01% | Add +139.0% | 5,095 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +204.8% | 5,087 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.13% | Add +0.4% | 5,066 | $1.1M |
| Benchmark Investment Advisors LLC | 0.50% | No change | 5,060 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.02% | Reduce -10.7% | 5,016 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -6.3% | 5,007 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.41% | Reduce -5.5% | 4,982 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +26.9% | 4,977 | $1.1M |
| First American Trust, FSB | 0.07% | Add +8.2% | 4,968 | $1.1M |
| Prosperity Consulting Group, LLC | 0.04% | Add +22.5% | 4,961 | $1.1M |
| Finward Bancorp | 0.85% | Reduce -0.7% | 4,936 | $1.1M |
| Sapient Capital LLC | 0.01% | New | 4,922 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +10.2% | 4,887 | $1.1M |
| Proficio Capital Partners LLC | 0.04% | New | 4,862 | $1.1M |
| Flputnam Investment Management Co. | 0.01% | Add +33.3% | 4,832 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.24% | Reduce -3.5% | 4,812 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.3% | 4,809 | $1.1M |
| Advyzon Investment Management, LLC | 0.08% | Add +105.1% | 4,806 | $1.1M |
| PDS Planning, Inc | 0.06% | Add +0.7% | 4,748 | $1.1M |
| Dodds Wealth, LLC | 0.24% | No change | 4,748 | $1.1M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.03% | Add +84.9% | 4,748 | $1.1M |
| Monetary Management Group Inc. | 0.22% | Reduce -4.1% | 4,725 | $1.1M |
| SJS Investment Consulting Inc. | 0.12% | Add +2.2% | 4,706 | $1.1M |
| Lederer & Associates Investment Counsel | 0.69% | No change | 4,649 | $1.1M |
| Buckley Wealth Management, LLC | 0.26% | Add +5.0% | 4,574 | $1.0M |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -13.5% | 4,558 | $1.0M |
| Strategy Asset Managers LLC | 0.15% | Add +29.5% | 4,553 | $1.0M |
| Investment Advisory Group, LLC | 0.22% | Reduce -5.7% | 4,541 | $1.0M |
| LongView Wealth Management | 0.26% | Reduce -2.3% | 4,539 | $1.0M |
| Supplemental Annuity Collective Trust of NJ | 0.26% | Reduce -2.6% | 4,528 | $1.0M |
| Alteri Wealth LLC | 0.28% | Add +2.2% | 4,483 | $1.0M |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,480 | $1.0M |
| AA Financial Advisors, LLC | 0.12% | Add +3.0% | 4,475 | $1.0M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.29% | Add +13.2% | 4,471 | $1.0M |
| Alerus Financial NA | 0.04% | Add +131.9% | 4,459 | $1.0M |
| HUB Investment Partners, LLC | 0.02% | Add +62.4% | 4,450 | $1.0M |
| Capital Square, LLC | 0.44% | Reduce -3.9% | 4,360 | $1.0M |
| Tower Bridge Advisors | 0.09% | No change | 4,425 | $1.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +0.4% | 4,413 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +289.7% | 4,408 | $1.0M |
| Ingalls & Snyder LLC | 0.03% | No change | 4,395 | $998K |
| ProVise Management Group, LLC | 0.07% | No change | 4,386 | $995K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +0.8% | 4,177 | $992K |
| J.Safra Asset Management Corp | 0.05% | Add +3848.2% | 4,343 | $986K |
| Fulcrum Capital LLC | 0.20% | Reduce -3.5% | 4,328 | $982K |
| Midwest Trust Co | 0.01% | Reduce -2.6% | 4,321 | $981K |
| Valued Retirements, Inc. | 0.86% | Add +6.7% | 4,238 | $962K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 4,069 | $960K |
| Panoramic Investment Advisors, LLC | 0.46% | No change | 4,204 | $954K |
| Saiph Capital, LLC | 0.29% | Add +6.3% | 4,197 | $953K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.4% | 4,174 | $947K |
| Associated Banc-Corp | 0.02% | Reduce -0.2% | 4,166 | $946K |
| St Germain D J Co. Inc. | 0.03% | No change | 4,159 | $944K |
| Stevens Capital Management LP | 0.23% | Reduce -62.8% | 4,140 | $940K |
| Life Cycle Investment Partners Ltd | 0.00% | Reduce -50.8% | 4,121 | $935K |
| Tuttle Capital Management, LLC | 0.63% | No change | 4,112 | $933K |
| Souders Financial Advisors | 0.09% | Add +2.3% | 4,108 | $932K |
| Simplicity Wealth,LLC | 0.03% | Add +9.7% | 4,100 | $931K |
| River Street Advisors LLC | 0.27% | Add +0.3% | 4,087 | $928K |
| Beto Financial Group, LLC | 0.48% | Add +0.7% | 3,749 | $918K |
| Bull Harbor Capital LLC | 0.18% | Add +0.3% | 4,039 | $917K |
| L2 Asset Management, LLC | 0.10% | Add +8.8% | 4,037 | $916K |
| Cambria Investment Management, L.P. | 0.05% | Add +23.9% | 4,031 | $915K |
| Manske Wealth Management | 0.23% | No change | 4,025 | $914K |
| Quantum Portfolio Management LLC | 0.33% | Reduce -6.3% | 3,999 | $908K |
| LRI Investments, LLC | 0.07% | Reduce -5.3% | 3,995 | $907K |
| HBK Sorce Advisory LLC | 0.02% | Add +2.3% | 3,821 | $907K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 3,980 | $903K |
| Churchill Financial Advisors, LLC | 0.17% | No change | 3,970 | $901K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -71.6% | 3,922 | $890K |
| Comprehensive Money Management Services LLC | 0.56% | No change | 3,921 | $890K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -2.5% | 3,881 | $881K |
| Glenview Trust Co | 0.01% | Reduce -0.6% | 3,877 | $880K |
| Southland Equity Partners LLC | 0.15% | Add +0.2% | 3,852 | $874K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.3% | 3,823 | $868K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 3,813 | $865K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -3.6% | 3,748 | $851K |
| Drake & Associates, LLC | 0.14% | Reduce -48.1% | 3,742 | $849K |
| Driehaus Capital Management LLC | 0.00% | No change | 3,734 | $848K |
| Madden Advisory Services, Inc. | 0.30% | Reduce -3.1% | 3,693 | $838K |
| Caldwell Sutter Capital, Inc. | 0.32% | Reduce -8.0% | 3,692 | $838K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.1% | 3,681 | $836K |
| Family Wealth Partners, LLC | 0.26% | Add +1.3% | 3,678 | $835K |
| AlphaGrep UK Ltd | 0.25% | Add +19.0% | 3,634 | $825K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,625 | $823K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Add +0.3% | 3,605 | $818K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +0.8% | 3,596 | $816K |
| Catalyst Financial Partners LLC | 0.08% | Add +2.3% | 3,566 | $809K |
| Caisse Des Depots Et Consignations | 0.01% | New | 3,563 | $809K |
| Integrated Advisors Network LLC | 0.04% | Reduce -13.3% | 3,550 | $806K |
| FWG Holdings, LLC | 0.28% | Add +6.4% | 3,177 | $801K |
| Stonebridge Financial Group, LLC | 0.06% | Add +0.6% | 3,527 | $801K |
| Widmann Financial Services, Inc. | 0.43% | Add +242.2% | 3,521 | $799K |
| Koshinski Asset Management, Inc. | 0.04% | Add +11.0% | 3,511 | $797K |
| FSM Wealth Advisors, LLC | 0.09% | Add +2.6% | 3,489 | $792K |
| Values First Advisors, Inc. | 0.36% | Reduce -48.7% | 3,484 | $791K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | No change | 3,474 | $788K |
| Westerkirk Capital Inc. | 0.08% | No change | 3,471 | $788K |
| Peak Planning Group, LLC | 0.17% | Reduce -3.8% | 3,406 | $773K |
| HighPoint Advisor Group LLC | 0.03% | Add +10.1% | 3,404 | $773K |
| LCNB Corp. | 0.24% | No change | 3,392 | $770K |
| Composition Wealth, LLC | 0.01% | Add +8.5% | 3,385 | $768K |
| Providence First Trust Co | 0.21% | Add +22.1% | 3,342 | $759K |
| Hamrick Investment Counsel, llc | 0.50% | New | 3,340 | $758K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.4% | 3,337 | $757K |
| Balboa Wealth Partners | 0.10% | Reduce -20.9% | 3,306 | $750K |
| Eurizon SLJ Capital Ltd | 0.28% | No change | 3,297 | $748K |
| Jackson Creek Investment Advisors LLC | 0.25% | Reduce -21.4% | 3,190 | $748K |
| Pinnacle Wealth Management Group, Inc. | 0.35% | No change | 3,284 | $745K |
| Cannon Advisors, Inc. | 0.45% | New | 3,155 | $745K |
| Aureus Asset Management, LLC | 0.05% | Add +15.1% | 3,280 | $744K |
| Shelton Capital Management | 0.01% | No change | 3,278 | $744K |
| GWN Securities Inc. | 0.12% | Reduce -4.5% | 3,275 | $743K |
| Point Windward Advisors Inc. | 0.33% | No change | 3,250 | $738K |
| Lake Street Private Wealth, LLC | 0.08% | Add +1.7% | 3,221 | $731K |
| Obermeyer Wealth Partners | 0.03% | Reduce -0.1% | 3,197 | $726K |
| Angeles Wealth Management, LLC | 0.03% | Add +3.3% | 3,196 | $725K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.7% | 3,157 | $719K |
| Maia Wealth LLC | 0.11% | Add +15.8% | 3,164 | $718K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -6.5% | 3,156 | $716K |
| Moran Wealth Management, LLC | 0.02% | Add +19.0% | 3,141 | $713K |
| Hendershot Investments Inc. | 0.09% | No change | 3,126 | $710K |
| Sfmg, LLC | 0.04% | Add +0.2% | 3,117 | $707K |
| Continuum Advisory, LLC | 0.06% | Reduce -44.8% | 3,117 | $707K |
| HF Advisory Group, LLC | 0.22% | Reduce -7.6% | 3,086 | $700K |
| PlanVest Financial, Inc | 0.47% | Add +0.0% | 3,073 | $697K |
| Waddell & Associates, LLC | 0.03% | No change | 3,071 | $697K |
| Keel Point, LLC | 0.04% | Add +8.8% | 3,063 | $695K |
| Alpha Zero LLC | 0.26% | Add +71.9% | 2,837 | $685K |
| Triad Wealth Partners, LLC | 0.04% | Add +19.0% | 2,935 | $684K |
| Valmark Advisers, Inc. | 0.01% | Add +0.6% | 3,009 | $683K |
| Conning Inc. | 0.02% | No change | 3,007 | $682K |
| Defiance ETFs, LLC | 0.01% | Add +29.7% | 2,961 | $682K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.8% | 2,973 | $675K |
| Transcend Capital Advisors, LLC | 0.05% | Add +28.5% | 2,970 | $674K |
| MOR Wealth Management, LLC | 0.27% | New | 2,969 | $674K |
| Spirepoint Private Client, LLC | 0.05% | Reduce -1.9% | 2,962 | $672K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +57.4% | 2,959 | $672K |
| Dogwood Wealth Management LLC | 0.26% | Reduce -20.8% | 2,953 | $670K |
| Western Wealth Management, LLC | 0.02% | Add +16.1% | 2,948 | $669K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.1% | 2,943 | $668K |
| Facet Wealth, Inc. | 0.01% | Add +38.8% | 2,940 | $667K |
| Blue Trust, Inc. | 0.01% | Reduce -1.7% | 2,920 | $663K |
| Lazard Asset Management LLC | 0.00% | Add +138.8% | 2,913 | $661K |
| Shrier Wealth Management, LLC | 0.22% | Add +0.1% | 2,899 | $658K |
| Quotient Wealth Partners, LLC | 0.02% | Add +7.8% | 2,887 | $655K |
| LYNX Capital Group Ltd. | 0.26% | No change | 2,878 | $653K |
| Kintra Wealth, LLC | 0.03% | Add +11.2% | 2,776 | $651K |
| Mather Group, Llc. | 0.01% | Add +2.3% | 2,864 | $650K |
| LGT Fund Management Co Ltd. | 0.03% | No change | 2,857 | $648K |
| First Foundation Advisors | 0.02% | Add +20.7% | 2,841 | $645K |
| Wakefield Asset Management LLLP | 0.14% | Add +2.7% | 2,828 | $642K |
| Norden Group LLC | 0.05% | Add +21.7% | 2,817 | $640K |
| Roehl & Yi Investment Advisors, LLC | 0.21% | Add +3.3% | 2,816 | $639K |
| Heartland Bank & Trust Co | 0.13% | Reduce -1.3% | 2,816 | $639K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.5% | 2,815 | $639K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -14.6% | 2,777 | $630K |
| Moors & Cabot, Inc. | 0.02% | Reduce -11.2% | 2,773 | $629K |
| Money Concepts Capital Corp. | 0.03% | New | 2,770 | $629K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -16.7% | 2,769 | $628K |
| Resonant Capital Advisors, LLC | 0.03% | Add +2.0% | 2,753 | $625K |
| Alta Advisers Ltd | 0.14% | No change | 2,733 | $620K |
| Larson Financial Group LLC | 0.02% | Add +11.6% | 2,728 | $619K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,717 | $617K |
| First Horizon Corp. | 0.02% | Add +3.6% | 2,713 | $616K |
| Covenant Asset Management, LLC | 0.11% | Add +4.7% | 2,711 | $615K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.4% | 2,711 | $615K |
| ZWJ Investment Counsel Inc. | 0.02% | New | 2,683 | $609K |
| Brown Miller Wealth Management, LLC | 0.15% | New | 2,682 | $609K |
| Dakota Wealth Management | 0.01% | Reduce -7.3% | 2,666 | $605K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.7% | 2,662 | $604K |
| E Fund Management Co., Ltd. | 0.01% | Add +3.3% | 2,658 | $603K |
| Hartline Investment Corp./ | 0.05% | No change | 2,652 | $602K |
| ING Groep NV | 0.00% | Reduce -97.1% | 2,640 | $599K |
| Jacobi Capital Management LLC | 0.03% | Add +3.0% | 2,639 | $599K |
| Foresight Group Ltd Liability Partnership | 0.11% | No change | 2,598 | $595K |
| Brucke Financial, Inc. | 0.26% | Add +10.6% | 2,622 | $595K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +105.8% | 2,620 | $595K |
| CHICAGO TRUST Co NA | 0.09% | Add +1.6% | 2,594 | $589K |
| QTR Family Wealth, LLC | 0.20% | Add +0.7% | 2,580 | $586K |
| Visionary Wealth Advisors | 0.02% | Add +0.2% | 2,578 | $585K |
| West Family Investments, Inc. | 0.17% | Add +1.9% | 2,569 | $583K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -14.0% | 2,534 | $575K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.2% | 2,518 | $572K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -11.0% | 2,514 | $571K |
| IFG Advisory, LLC | 0.02% | New | 2,508 | $569K |
| Hudock, Inc. | 0.07% | Add +0.1% | 2,503 | $568K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | No change | 2,479 | $563K |
| Retirement Planning Group, LLC / NY | 0.31% | Reduce -0.0% | 2,476 | $562K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -18.6% | 2,470 | $561K |
| bLong Financial, LLC | 0.36% | No change | 2,450 | $556K |
| Gold Investment Management Ltd. | 0.15% | Reduce -1.5% | 2,433 | $552K |
| Whittier Trust Co. | 0.01% | Reduce -4.1% | 2,356 | $548K |
| Everpar Advisors LLC | 0.16% | Add +8.8% | 2,410 | $547K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -3.8% | 2,410 | $547K |
| Capital Analysts, LLC | 0.01% | Reduce -2.3% | 2,405 | $546K |
| AGH Wealth Advisors, LLC | 0.34% | Reduce -0.5% | 2,400 | $545K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.1% | 2,399 | $545K |
| Whalerock Point Partners, LLC | 0.10% | No change | 2,398 | $544K |
| 44 Wealth Management LLC | 0.18% | Reduce -4.8% | 2,383 | $541K |
| Soltis Investment Advisors LLC | 0.03% | Add +43.1% | 2,362 | $536K |
| Rothschild Wealth LLC | 0.04% | Add +0.9% | 2,353 | $534K |
| Advisor OS, LLC | 0.04% | Reduce -7.0% | 2,339 | $531K |
| Strategic Investment Advisors / MI | 0.03% | Add +1.7% | 2,331 | $529K |
| Severin Investments, LLC | 0.40% | New | 2,329 | $529K |
| Clear Wave Wealth Management LLC | 0.12% | Add +2.6% | 2,327 | $528K |
| Planned Solutions, Inc. | 0.15% | Add +0.8% | 2,326 | $528K |
| Keebeck Wealth Management | 0.05% | Add +30.1% | 2,324 | $527K |
| Wealth Science Advisors LLC | 0.23% | Add +17.6% | 2,316 | $526K |
| Smith, Moore & Co. | 0.03% | Add +11.7% | 2,313 | $525K |
| Parkwoods Wealth Partners, LLC | 0.08% | New | 2,306 | $523K |
| Caerus Investment Advisors, LLC | 0.18% | Reduce -7.7% | 2,302 | $522K |
| MTM Investment Management, LLC | 0.15% | No change | 2,300 | $522K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | No change | 2,277 | $517K |
| RCW Management, LLC | 0.46% | Reduce -15.8% | 2,265 | $514K |
| Income Insurance Ltd | 0.30% | Add +9.8% | 2,248 | $510K |
| Childress Capital Advisors, LLC | 0.08% | Reduce -21.9% | 2,245 | $510K |
| AlTi Global, Inc. | 0.01% | Add +38.0% | 2,243 | $509K |
| Parkside Financial Bank & Trust | 0.03% | Add +9.8% | 2,233 | $507K |
| Index Technologies Group LLC | 0.40% | Reduce -7.2% | 2,229 | $506K |
| Advisors Capital Management, LLC | 0.01% | Add +30.4% | 2,221 | $504K |
| Portfolio Resources Advisor Group, Inc. | 0.43% | Reduce -0.6% | 2,218 | $503K |
| Shelton Wealth Management, LLC | 0.20% | Add +0.3% | 2,216 | $503K |
| Basecamp Wealth Advisors LLC | 0.09% | No change | 2,213 | $502K |
| Mission Financial Group, LLC | 0.42% | — | 2,211 | $502K |
| Third View Private Wealth, LLC | 0.06% | New | 2,210 | $502K |
| Circle Wealth Management, LLC | 0.01% | Add +2.6% | 2,210 | $502K |
| Foster Group, Inc. | 0.01% | Add +5.7% | 2,194 | $498K |
| SmartHarvest Portfolios, LLC | 0.16% | Add +5.6% | 2,193 | $498K |
| Painted Porch Advisors LLC | 0.22% | No change | 2,189 | $497K |
| Modera Wealth Management, LLC | 0.01% | Add +0.9% | 2,183 | $496K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -1.7% | 2,183 | $495K |
| Pflug Koory, LLC | 0.20% | Reduce -0.7% | 2,174 | $493K |
| Itau Unibanco Holding S.A. | 0.01% | New | 2,166 | $492K |
| Foundations Investment Advisors, LLC | 0.01% | Add +32.6% | 2,159 | $490K |
| Accent Capital Management, LLC | 0.21% | New | 2,158 | $490K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 2,156 | $489K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.3% | 2,144 | $487K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +1071.4% | 2,132 | $484K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -36.6% | 2,131 | $484K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.8% | 1,944 | $480K |
| Segment Wealth Management, LLC | 0.02% | Add +19.2% | 2,101 | $477K |
| Bluespring Wealth Management, LLC | 0.01% | Add +3.8% | 2,098 | $476K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -0.5% | 1,992 | $473K |
| Bridgewater Advisors Inc. | 0.03% | Add +4.1% | 2,069 | $472K |
| Monument Capital Management | 0.09% | Reduce -1.5% | 2,077 | $471K |
| Values Added Financial LLC | 0.17% | Add +11.2% | 2,074 | $471K |
| Pure Financial Advisors, LLC | 0.01% | Add +39.7% | 2,074 | $471K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 2,071 | $470K |
| Mystic Asset Management, Inc. | 0.10% | Reduce -2.4% | 2,065 | $469K |
| Cullinan Associates Inc. | 0.04% | Reduce -9.2% | 2,065 | $469K |
| Dickmeyer Boyce Financial Management, Inc. | 0.24% | Reduce -0.2% | 2,062 | $468K |
| Sagewood Asset Management LP | 0.11% | New | 2,048 | $465K |
| Quent Capital, LLC | 0.03% | Reduce -1.7% | 2,048 | $465K |
| Purpose Unlimited Inc. | 0.02% | No change | 2,036 | $462K |
| Tempo Wealth, LLC | 0.07% | Add +0.6% | 2,034 | $462K |
| Abel Hall, LLC | 0.08% | Add +17.7% | 2,031 | $461K |
| Corient IA LP | 0.42% | No change | 2,030 | $461K |
| Prudent Man Advisors, LLC | 0.11% | Add +4.2% | 2,030 | $461K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 2,024 | $459K |
| Safe Harbor Family Capital, LLC | 0.31% | No change | 2,016 | $458K |
| Gross & Hartman Investments LLC | 0.20% | No change | 2,016 | $458K |
| SMART Wealth LLC | 0.10% | New | 2,010 | $456K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -8.5% | 2,009 | $456K |
| Hardy Reed LLC | 0.03% | Add +1.7% | 2,003 | $455K |
| C2C Wealth Management, LLC | 0.36% | No change | 2,000 | $454K |
| Colter Lewis Investment Partners LLC | 0.20% | New | 2,000 | $454K |
| Cetera Trust Company, N.A | 0.23% | No change | 1,990 | $452K |
| Fisher Asset Management | 0.00% | Add +41.6% | 1,983 | $450K |
| Private Trust Co. NA | 0.04% | Add +7.6% | 1,977 | $449K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -0.1% | 1,967 | $446K |
| Providence Financial Advisors, LLC | 0.25% | Add +0.4% | 1,965 | $446K |
| Commons Capital, LLC | 0.31% | Add +0.2% | 1,957 | $444K |
| New Republic Capital, LLC | 0.10% | Add +1.4% | 1,956 | $444K |
| Discipline Wealth Solutions, LLC | 0.04% | Add +1.8% | 1,954 | $443K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.1% | 1,952 | $443K |
| PCM Encore, LLC | 0.08% | Add +7.4% | 1,945 | $441K |
| Optas, LLC | 0.06% | Add +5.0% | 1,944 | $441K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -0.5% | 1,925 | $437K |
| CYBER HORNET ETFs LLC | 0.25% | Add +1.7% | 1,920 | $436K |
| Regions Financial Corp. | 0.00% | Add +0.3% | 1,909 | $433K |
| Zions Bancorporation, National Association | 0.03% | Reduce -0.9% | 1,898 | $431K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +8.0% | 1,892 | $429K |
| Colonial Trust Advisors | 0.03% | No change | 1,892 | $429K |
| Prosperity Financial Group, Inc. | 0.13% | Add +0.9% | 1,873 | $425K |
| Bullock Wealth Management Group | 0.18% | Add +0.2% | 1,844 | $425K |
| Perennial Investment Advisors, LLC | 0.03% | Add +23.9% | 1,861 | $422K |
| Financial Management Professionals, Inc. | 0.04% | Add +0.4% | 1,855 | $421K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -1.2% | 1,806 | $418K |
| Krilogy Financial LLC | 0.01% | Reduce -2.3% | 1,831 | $416K |
| Rothschild Capital Partners, LLC | 0.09% | Add +0.3% | 1,820 | $413K |
| Trivium Point Advisory, LLC | 0.04% | Add +41.1% | 1,810 | $411K |
| Sompo Asset Management Co., Ltd. | 0.07% | New | 1,810 | $411K |
| Wealth Alliance, LLC | 0.03% | Add +2.1% | 1,807 | $410K |
| Asset One Wealth Management LLC | 0.04% | Add +45.7% | 1,754 | $409K |
| Focused Wealth Management, Inc | 0.04% | Add +17.6% | 1,794 | $407K |
| Diversified Enterprises, LLC | 0.02% | Add +3.8% | 1,782 | $404K |
| Cromwell Holdings LLC | 0.18% | No change | 1,781 | $404K |
| Sovran Advisors, LLC | 0.03% | Add +0.4% | 1,642 | $400K |
| Rothschild Investment LLC | 0.01% | Add +1.9% | 1,755 | $398K |
| Fortis Group Advisors, LLC | 0.06% | Reduce -4.1% | 1,749 | $397K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.2% | 1,749 | $397K |
| SVB Wealth LLC | 0.03% | Add +1.3% | 1,747 | $397K |
| Regent Peak Wealth Advisors LLC | 0.07% | Add +2.3% | 1,744 | $396K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,740 | $395K |
| Cercano Management LLC | 0.05% | No change | 1,736 | $394K |
| Register Financial Advisors LLC | 0.12% | No change | 1,734 | $394K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,571 | $390K |
| Diversify Wealth Management, LLC | 0.01% | Add +35.0% | 1,571 | $390K |
| Swiss Re Ltd. | 0.04% | Add +999.4% | 1,704 | $387K |
| Cooper Financial Group | 0.03% | Add +7.5% | 1,703 | $387K |
| Hunter Associates Investment Management LLC | 0.04% | Add +0.1% | 1,704 | $386K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -21.1% | 1,701 | $386K |
| Fell Capital Management | 0.33% | No change | 1,700 | $386K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -18.0% | 1,699 | $386K |
| Whipplewood Advisors, LLC | 0.26% | Reduce -15.4% | 1,697 | $385K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 1,696 | $385K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Add +2.0% | 1,694 | $384K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +8.8% | 1,687 | $383K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,676 | $380K |
| TRB Wealth Management, LLC | 0.05% | No change | 1,672 | $379K |
| Fulton Bank, N.A. | 0.01% | New | 1,670 | $379K |
| Natural Investments, LLC | 0.08% | Add +3.0% | 1,673 | $379K |
| International Assets Investment Management, LLC | 0.02% | Add +16.4% | 1,644 | $378K |
| Cambiar Investors LLC | 0.02% | No change | 1,661 | $377K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,659 | $377K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -8.4% | 1,658 | $376K |
| Delta Investment Management, LLC | 0.06% | Add +0.2% | 1,657 | $376K |
| Mechanics Bank Trust Department | 0.05% | Add +0.1% | 1,651 | $375K |
| OneAscent Financial Services LLC | 0.02% | Add +3.1% | 1,651 | $375K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -20.8% | 1,644 | $373K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -1.7% | 1,640 | $372K |
| RFG Advisory, LLC | 0.01% | Add +12.9% | 1,640 | $372K |
| Forum Financial Management, LP | 0.00% | Add +8.8% | 1,630 | $370K |
| Greenwood Capital Associates LLC | 0.04% | Add +1.6% | 1,625 | $369K |
| Stonebrook Private Inc. | 0.07% | Reduce -0.6% | 1,619 | $367K |
| Moody National Bank Trust Division | 0.03% | Reduce -5.0% | 1,614 | $366K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -3.6% | 1,612 | $366K |
| May Hill Capital, LLC | 0.08% | Reduce -4.9% | 1,601 | $363K |
| Procyon Advisors, LLC | 0.02% | Reduce -4.3% | 1,600 | $363K |
| Avestar Capital, LLC | 0.02% | Add +2.1% | 1,596 | $362K |
| Kathmere Capital Management, LLC | 0.02% | Add +17.4% | 1,584 | $360K |
| TFR Capital, LLC. | 0.10% | No change | 1,550 | $352K |
| True North Advisors, LLC | 0.03% | New | 1,549 | $352K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -0.1% | 1,545 | $351K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.3% | 1,541 | $350K |
| New Covenant Trust Company, N.A. | 0.26% | New | 1,540 | $350K |
| Westside Investment Management, Inc. | 0.05% | No change | 1,538 | $349K |
| Trust Point Inc. | 0.03% | Reduce -5.4% | 1,536 | $349K |
| Guinness Asset Management LTD | 0.01% | Add +60.4% | 1,535 | $348K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 1,534 | $348K |
| Uptick Partners, LLC | 0.05% | Add +1.2% | 1,528 | $347K |
| Challenger Wealth Management | 0.26% | Add +0.3% | 1,526 | $346K |
| Avantra Family Wealth, Inc. | 0.22% | New | 1,520 | $345K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 1,519 | $345K |
| KCM Investment Advisors LLC | 0.01% | Reduce -8.3% | 1,511 | $343K |
| Middleton & Co. Inc. | 0.04% | No change | 1,500 | $340K |
| Northcape Wealth Management, LLC | 0.09% | Add +0.5% | 1,494 | $339K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,487 | $338K |
| Courier Capital LLC | 0.02% | Reduce -0.1% | 1,479 | $336K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +6.8% | 1,477 | $335K |
| Park National Corp. | 0.01% | Add +2.2% | 1,472 | $334K |
| Verdence Capital Advisors LLC | 0.02% | Add +3.8% | 1,467 | $333K |
| Ninepoint Partners LP | 0.03% | No change | 1,466 | $333K |
| One Degree Advisors Inc | 0.07% | Add +0.1% | 1,440 | $331K |
| Kanawha Capital Management LLC | 0.02% | Add +15.6% | 1,458 | $331K |
| Fairscale Capital, LLC | 0.20% | No change | 1,448 | $329K |
| WealthShield Partners, LLC | 0.05% | Reduce -14.3% | 1,446 | $328K |
| Kane Investment Management, Inc. | 0.14% | Add +15.1% | 1,441 | $327K |
| Cambient Family Office, LLC | 0.04% | Reduce -9.5% | 1,438 | $326K |
| Bingham Private Wealth, LLC | 0.22% | Add +15.6% | 1,436 | $326K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 1,433 | $325K |
| Lanark Financial, Inc. | 0.02% | Add +8.5% | 1,430 | $325K |
| Argent Advisors, Inc. | 0.08% | No change | 1,429 | $324K |
| 3Chopt Investment Partners, LLC | 0.06% | Add +40.1% | 1,423 | $323K |
| InTrack Investment Management Inc | 0.16% | New | 1,420 | $322K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +29.1% | 1,419 | $322K |
| Hexagon Capital Partners LLC | 0.05% | Add +24.0% | 1,419 | $322K |
| XML Financial, LLC | 0.02% | No change | 1,417 | $322K |
| Vectors Research Management, LLC | 0.08% | Reduce -0.1% | 1,414 | $321K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -1.7% | 1,411 | $320K |
| Liberty Wealth Management LLC | 0.04% | No change | 1,616 | $320K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,404 | $319K |
| MV Capital Management, Inc. | 0.03% | Add +0.1% | 1,400 | $318K |
| Revolve Wealth Partners, LLC | 0.03% | Add +3.3% | 1,392 | $316K |
| Concorde Asset Management, LLC | 0.18% | Add +1.3% | 1,384 | $314K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -36.4% | 1,383 | $314K |
| Allen Capital Group, LLC | 0.03% | Add +4.9% | 1,381 | $313K |
| Welch & Forbes LLC | 0.00% | New | 1,380 | $313K |
| Old Port Advisors | 0.06% | Add +10.6% | 1,378 | $313K |
| McGowan Group Asset Management, Inc. | 0.04% | New | 1,370 | $311K |
| Drucker Wealth 3.0, LLC | 0.05% | Add +0.2% | 1,362 | $309K |
| Range Advisory, LLC | 0.04% | Reduce -5.0% | 1,360 | $309K |
| Aspire Private Capital, LLC | 0.06% | Add +0.1% | 1,360 | $309K |
| Aberdeen Wealth Management LLC | 0.15% | No change | 1,350 | $306K |
| Lafayette Investments, Inc. | 0.06% | Reduce -3.6% | 1,349 | $306K |
| Founders Financial Securities LLC | 0.02% | Reduce -7.9% | 1,346 | $305K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -0.6% | 1,344 | $305K |
| Beacon Financial Group | 0.03% | Add +5.1% | 1,339 | $304K |
| Cidel Asset Management Inc. | 0.01% | No change | 1,336 | $303K |
| Private Management Group Inc. | 0.01% | Add +0.4% | 1,335 | $303K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.4% | 1,323 | $300K |
| Cornerstone Financial Management LLC | 0.24% | Add +3.5% | 1,318 | $299K |
| Stratos Investment Management, LLC | 0.01% | Add +6.6% | 1,316 | $299K |
| LeConte Wealth Management, LLC | 0.16% | New | 1,316 | $299K |
| 49 Wealth Management, LLC | 0.06% | New | 1,305 | $296K |
| Alongside, LLC | 0.06% | — | 1,305 | $296K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | Reduce -27.2% | 1,306 | $296K |
| Wharton Business Group, LLC | 0.01% | No change | 1,300 | $295K |
| Core Wealth Partners LLC | 0.13% | Add +0.4% | 1,293 | $293K |
| Financial Advisors Network, Inc. | 0.04% | Add +0.4% | 1,274 | $289K |
| Wright Wealth LLC | 0.17% | No change | 1,273 | $289K |
| Winthrop Advisory Group LLC | 0.02% | Add +24.7% | 1,272 | $289K |
| Mission Wealth Management, LP | 0.00% | New | 1,267 | $288K |
| TrustBank | 0.10% | No change | 1,263 | $287K |
| Anchyra Partners LLC | 0.07% | Add +1.0% | 1,262 | $286K |
| Centurion Wealth Management LLC | 0.07% | No change | 1,260 | $286K |
| Compass Wealth Management, LLC | 0.11% | No change | 1,250 | $284K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -1.9% | 1,244 | $282K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +10.1% | 1,242 | $282K |
| Integrity Alliance, Llc. | 0.01% | Add +5.4% | 1,241 | $282K |
| Key Financial Inc | 0.05% | Add +0.7% | 1,240 | $281K |
| Greykasell Wealth Strategies, Inc. | 0.10% | Reduce -1.8% | 1,234 | $280K |
| Tradition Wealth Management, LLC | 0.02% | Add +6.8% | 1,233 | $280K |
| GSG Advisors LLC | 0.06% | Add +17.6% | 1,230 | $279K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 1,223 | $278K |
| Balefire, LLC | 0.05% | New | 1,220 | $277K |
| Holderness Investments Co. | 0.05% | Reduce -4.0% | 1,217 | $276K |
| FLC Capital Advisors | 0.05% | No change | 1,215 | $276K |
| Wedgewood Investors Inc. | 0.28% | No change | 1,211 | $275K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 1,210 | $275K |
| Empower Advisory Group, LLC | 0.00% | Add +1.3% | 1,210 | $275K |
| Elite Life Management LLC | 0.32% | Reduce -0.4% | 1,156 | $274K |
| Certified Advisory Corp | 0.02% | Add +0.3% | 1,203 | $273K |
| Randall & Associates Wealth Management | 0.17% | New | 1,203 | $273K |
| Mattern Wealth Management LLC | 0.04% | No change | 1,200 | $272K |
| Jag Capital Management, LLC | 0.03% | Reduce -13.8% | 1,200 | $272K |
| Basso Capital Management, L.P. | 0.07% | New | 1,193 | $271K |
| Vantus Wealth LLC | 0.15% | — | 1,192 | $271K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 1,187 | $270K |
| Keystone Financial Group | 0.02% | Reduce -64.0% | 1,183 | $269K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.1% | 1,178 | $267K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.8% | 1,177 | $267K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 1,172 | $266K |
| TritonPoint Partners, LLC | 0.02% | New | 1,171 | $266K |
| Convergence Financial, LLC | 0.02% | No change | 1,170 | $266K |
| Renaissance Group LLC | 0.01% | No change | 1,169 | $265K |
| Hilltop Wealth Advisors, LLC | 0.13% | Add +1.9% | 1,168 | $265K |
| Advus Financial Partners, LLC | 0.06% | Reduce -2.8% | 1,165 | $264K |
| Ewa, LLC | 0.05% | Add +1.8% | 1,161 | $263K |
| StoryOne LLC | 0.12% | Add +0.0% | 1,158 | $263K |
| Haverford Trust Co | 0.00% | New | 1,157 | $263K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 1,153 | $262K |
| Hancock Whitney Corp. | 0.00% | Add +8.4% | 1,152 | $261K |
| Creative Capital Management Investments LLC | 0.06% | Add +4508.0% | 1,152 | $261K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,152 | $261K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 1,150 | $261K |
| NorthRock Partners, LLC | 0.00% | Add +3.6% | 1,146 | $260K |
| Owl Creek Wealth Partners LLC | 0.08% | Add +1.3% | 1,146 | $260K |
| Warwick Investment Management, Inc. | 0.03% | No change | 1,138 | $258K |
| Successful Portfolios LLC | 0.12% | No change | 1,113 | $258K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -9.9% | 1,126 | $256K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 1,120 | $254K |
| Parkway Wealth Management Group, LLC | 0.03% | Reduce -1.8% | 1,119 | $254K |
| WASHINGTON TRUST Co | 0.01% | Add +1.4% | 1,115 | $253K |
| Abacus Planning Group, Inc. | 0.03% | Add +2.6% | 1,114 | $253K |
| Bar Harbor Wealth Management | 0.01% | Reduce -8.2% | 1,114 | $253K |
| Intellus Advisors LLC | 0.03% | Reduce -2.8% | 1,113 | $253K |
| Aviso Wealth Management | 0.09% | Reduce -2.4% | 1,112 | $252K |
| Marshall Financial Group, LLC | 0.04% | Reduce -34.8% | 1,108 | $252K |
| Martingale Asset Management L P | 0.01% | No change | 1,108 | $251K |
| Victory Financial Group, LLC | 0.03% | New | 1,107 | $251K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.3% | 1,101 | $250K |
| Sivia Capital Partners, LLC | 0.03% | No change | 1,099 | $249K |
| Centiva Capital, LP | 0.01% | New | 1,094 | $248K |
| Choate Investment Advisors | 0.00% | No change | 1,094 | $248K |
| Storgate, LLC | 0.05% | New | 1,088 | $247K |
| First National Trust Co | 0.01% | No change | 1,086 | $246K |
| Collaborative Fund Advisors, LLC | 0.14% | New | 1,076 | $244K |
| Power Wealth Management LLC | 0.08% | New | 1,076 | $244K |
| Klingman & Associates, LLC | 0.01% | New | 1,076 | $244K |
| Curi Capital, LLC | 0.00% | Reduce -1.2% | 1,072 | $243K |
| Verus Capital Partners, LLC | 0.01% | New | 1,070 | $243K |
| Douglas Lane & Associates, LLC | 0.00% | Add +4.0% | 1,067 | $242K |
| Carter Financial Group, INC. | 0.13% | Reduce -2.1% | 1,066 | $242K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,036 | $241K |
| City State Bank | 0.06% | No change | 1,061 | $241K |
| Westfuller Advisors, LLC | 0.09% | Reduce -1.0% | 1,060 | $241K |
| Moneco Advisors, LLC | 0.01% | Reduce -2.0% | 1,060 | $241K |
| Diversified Portfolios, Inc. | 0.02% | Add +3.2% | 1,059 | $240K |
| WealthTrust Asset Management, LLC | 0.13% | New | 1,058 | $240K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -20.8% | 1,058 | $240K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 1,055 | $239K |
| 1900 Wealth Management LLC | 0.01% | New | 1,042 | $237K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +5.4% | 1,041 | $236K |
| Magnus Financial Group LLC | 0.02% | New | 1,040 | $236K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 1,039 | $236K |
| Crusonia Wealth Advisors LLC | 0.04% | Add +2.2% | 1,039 | $236K |
| Paradigm Asset Management Co. LLC | 0.05% | Reduce -89.6% | 1,038 | $236K |
| Norris Perne & French LLP | 0.01% | Add +0.1% | 1,036 | $235K |
| Stonebridge Financial Group, LLC | 0.03% | — | 1,038 | $235K |
| CacheTech Inc. | 0.04% | No change | 1,031 | $234K |
| Emprise Bank | 0.09% | No change | 1,030 | $234K |
| Virtue Capital Management, LLC | 0.03% | No change | 1,030 | $234K |
| Fielder Capital Group LLC | 0.05% | Add +1.2% | 1,030 | $234K |
| North Star Investment Management Corp. | 0.01% | Add +0.9% | 1,030 | $234K |
| Carmel Capital Partners, LLC | 0.08% | Reduce -0.6% | 1,025 | $233K |
| Seven Springs Wealth Group, LLC | 0.05% | No change | 1,024 | $232K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -36.8% | 1,018 | $231K |
| Armor Investment Advisors, LLC | 0.07% | No change | 1,013 | $230K |
| BCS Private Wealth Management, Inc. | 0.07% | No change | 1,013 | $230K |
| Financial Designs Corp | 0.12% | Reduce -17.9% | 1,005 | $228K |
| First National Bank of Omaha | 0.01% | New | 1,000 | $228K |
| Birch Financial Group, LLC | 0.12% | Reduce -5.5% | 1,002 | $228K |
| Legacy Financial Independent Advisors LLC | 0.11% | New | 1,000 | $227K |
| Fortem Financial Group, LLC | 0.05% | New | 1,000 | $227K |
| Provident Investment Management, Inc. | 0.02% | New | 1,000 | $227K |
| Mill Capital Management, LLC | 0.02% | New | 1,000 | $227K |
| Community Trust & Investment Co. | 0.01% | New | 1,000 | $227K |
| Farallon Capital Management, L.L.C. | 0.00% | Reduce -99.5% | 1,000 | $227K |
| Ballast, Inc. | 0.04% | New | 992 | $225K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -23.8% | 992 | $225K |
| Beacon Financial Advisory LLC | 0.04% | New | 990 | $225K |
| Yoffe Investment Management, LLC | 0.26% | New | 989 | $224K |
| Samara Investment Management, LLC | 0.21% | New | 989 | $224K |
| Franchise GP Ltd | 0.10% | Add +120.0% | 988 | $224K |
| Bollard Group LLC | 0.01% | Add +0.3% | 985 | $224K |
| S-Bank Fund Management Ltd | 0.03% | New | 984 | $223K |
| Hengehold Capital Management LLC | 0.02% | New | 981 | $223K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.2% | 980 | $223K |
| Avalon Capital Management | 0.05% | New | 980 | $222K |
| Paragon Private Wealth Management, LLC | 0.06% | New | 979 | $222K |
| Trilogy Capital Inc. | 0.01% | New | 977 | $222K |
| Werba Rubin Papier Wealth Management | 0.03% | New | 976 | $221K |
| Commerce Advisors, LLC | 0.12% | Reduce -11.8% | 975 | $221K |
| Family Capital Trust Co | 0.07% | Reduce -58.4% | 974 | $221K |
| Ponta Wealth Partners, LLC | 0.12% | New | 972 | $221K |
| RIA Advisory Group LLC | 0.05% | New | 971 | $220K |
| Turning Point Benefit Group, Inc. | 0.09% | New | 970 | $220K |
| Western Reserve Capital Management, LLC | 0.16% | New | 968 | $220K |
| Axis Wealth Partners, LLC | 0.11% | New | 967 | $220K |
| Jacobsen Capital Management | 0.06% | New | 966 | $219K |
| Client 1ST Advisory Group, LLC | 0.06% | New | 964 | $219K |
| Baring Financial LLC | 0.12% | New | 963 | $219K |
| Beacon Capital Management, LLC | 0.03% | New | 958 | $217K |
| Tanglewood Wealth Management, Inc. | 0.02% | New | 957 | $217K |
| Ethos Financial Group, LLC | 0.01% | New | 900 | $217K |
| Hixon Zuercher, LLC | 0.06% | New | 954 | $217K |
| SageView Advisory Group, LLC | 0.01% | New | 953 | $217K |
| McElhenny Sheffield Capital Management, LLC | 0.05% | New | 952 | $216K |
| Curated Wealth Partners LLC | 0.03% | New | 951 | $216K |
| Heritage Family Offices, LLP | 0.08% | New | 950 | $216K |
| Pacific Excel Wealth Advisors, Inc. | 0.08% | New | 950 | $216K |
| Confluence Wealth Services, Inc. | 0.01% | New | 950 | $216K |
| Chicago Capital, LLC | 0.01% | New | 949 | $215K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -15.8% | 949 | $215K |
| Kovack Advisors, Inc. | 0.01% | New | 935 | $215K |
| Ameriflex Group, Inc. | 0.09% | Add +2.3% | 945 | $214K |
| Hilltop Holdings Inc. | 0.02% | New | 945 | $214K |
| Phocas Financial Corp. | 0.03% | Reduce -9.2% | 943 | $214K |
| Thomasville National Bank | 0.01% | — | 941 | $214K |
| Pallas Capital Advisors LLC | 0.01% | New | 939 | $213K |
| Sunpointe, LLC | 0.06% | New | 939 | $213K |
| Motco | 0.02% | Reduce -2.9% | 936 | $212K |
| FDx Advisors, Inc. | 0.06% | New | 936 | $212K |
| Petix & Botte Co | 0.04% | New | 932 | $212K |
| Americana Partners, LLC | 0.00% | New | 931 | $211K |
| Scholtz & Company, LLC | 0.11% | New | 930 | $211K |
| Intergy Private Wealth, LLC | 0.05% | New | 930 | $211K |
| Granville Capital, Inc. | 0.09% | New | 927 | $210K |
| CM Wealth Advisors LLC | 0.04% | New | 927 | $210K |
| TriaGen Wealth Management LLC | 0.05% | New | 925 | $210K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -3.6% | 925 | $210K |
| Fiduciary Trust Co | 0.00% | New | 924 | $210K |
| Buckhead Capital Management LLC | 0.07% | New | 924 | $210K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 923 | $210K |
| Scotia Capital Inc. | 0.00% | Reduce -15.9% | 922 | $209K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -10.9% | 920 | $209K |
| Quad-Cities Investment Group, LLC | 0.07% | New | 913 | $207K |
| Sanchez Gaunt Capital Management, LLC | 0.12% | New | 913 | $207K |
| Kera Capital Partners, Inc. | 0.02% | New | 906 | $206K |
| Meridian Wealth Management, LLC | 0.01% | New | 905 | $205K |
| Traveka Wealth, LLC | 0.07% | New | 904 | $205K |
| Patrick M Sweeney & Associates, Inc. | 0.12% | New | 900 | $204K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.01% | New | 900 | $204K |
| First Merchants Corp. | 0.01% | New | 900 | $204K |
| Harmony Asset Management LLC | 0.05% | Reduce -36.9% | 898 | $204K |
| Townsquare Capital LLC | 0.04% | New | 895 | $203K |
| Elyxium Wealth, LLC | 0.02% | New | 886 | $201K |
| Vicus Capital | 0.01% | New | 885 | $201K |
| Founders Financial Alliance, LLC | 0.03% | New | 883 | $200K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -1.1% | 875 | $199K |
| WPG Advisers, LLC | 0.12% | Add +4.4% | 871 | $198K |
| Clearstead Trust, LLC | 0.03% | No change | 871 | $198K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +3.1% | 865 | $196K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -0.6% | 859 | $195K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 848 | $192K |
| Manchester Capital Management LLC | 0.03% | Reduce -8.5% | 846 | $192K |
| First United Bank & Trust | 0.05% | Add +4.9% | 839 | $190K |
| Glen Eagle Advisors, LLC | 0.02% | Add +20.1% | 838 | $190K |
| Oslo Pensjonsforsikring AS | 0.02% | No change | 833 | $189K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -8.3% | 831 | $189K |
| Vanguard National Trust Co | 0.01% | No change | 828 | $188K |
| HM Payson & Co. | 0.00% | No change | 811 | $184K |
| CVA Family Office, LLC | 0.02% | Reduce -0.3% | 793 | $180K |
| Munich Reinsurance Co Stock Corp in Munich | 0.00% | Reduce -39.8% | 787 | $179K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 776 | $176K |
| Barnes Dennig Private Wealth Management LLC | 0.14% | Reduce -2.8% | 769 | $175K |
| HHM Wealth Advisors, LLC | 0.02% | Add +5.3% | 760 | $172K |
| Means Investment Co., Inc. | 0.01% | Add +0.1% | 742 | $168K |
| Centennial Bank | 0.05% | No change | 740 | $168K |
| MCF Advisors LLC | 0.01% | Add +26.5% | 735 | $167K |
| CDKV Holdings LLC | 0.13% | No change | 708 | $161K |
| Essential Partners LLC | 0.07% | No change | 707 | $160K |
| Cape Investment Advisory, Inc. | 0.04% | New | 696 | $158K |
| Flagship Wealth Advisors, LLC | 0.03% | Reduce -5.6% | 675 | $153K |
| Institute for Wealth Management, LLC. | 0.01% | New | 671 | $152K |
| Wiser Advisor Group LLC | 0.16% | Add +0.3% | 661 | $150K |
| Stelac Advisory Services LLC | 0.03% | Add +27.1% | 657 | $149K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 650 | $148K |
| Colonial Trust Co / SC | 0.02% | Reduce -0.3% | 637 | $145K |
| Eastern Bank | 0.00% | No change | 630 | $143K |
| Silver Grove Financial Group, Inc. | 0.08% | New | 622 | $141K |
| Dauntless Investment Group, LLC | 0.24% | New | 619 | $140K |
| Deseret Mutual Benefit Administrators | 0.05% | Reduce -13.2% | 611 | $139K |
| Orion Capital Management LLC | 0.04% | No change | 606 | $138K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.4% | 603 | $137K |
| Webster Bank, N. A. | 0.01% | Reduce -14.3% | 600 | $136K |
| Certuity, LLC | 0.01% | Reduce -1.5% | 597 | $136K |
| Creative Financial Designs Inc. | 0.01% | No change | 589 | $134K |
| Wilkerson Advisory Group LLC | 0.04% | Reduce -65.1% | 578 | $131K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 574 | $130K |
| Bank & Trust Co | 0.08% | No change | 550 | $125K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +22.2% | 550 | $125K |
| Ares Financial Consulting, LLC | 0.09% | No change | 545 | $124K |
| Valley National Advisers Inc. | 0.01% | Add +0.6% | 531 | $121K |
| Bayforest Capital Ltd | 0.11% | New | 524 | $119K |
| Versant Capital Management, Inc | 0.01% | Reduce -42.7% | 516 | $117K |
| Meeder Asset Management Inc. | 0.01% | Add +48200.0% | 483 | $110K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -1.5% | 468 | $106K |
| JNBA Financial Advisors | 0.01% | Add +129.0% | 458 | $104K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 450 | $102K |
| Acropolis Investment Management, LLC | 0.00% | New | 450 | $102K |
| Sit Investment Associates Inc. | 0.00% | Reduce -49.1% | 450 | $102K |
| Evolution Wealth Management Inc. | 0.06% | Add +76.0% | 447 | $101K |
| Trust Co. of Vermont | 0.00% | — | 447 | $101K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.1% | 440 | $100K |
| Burk Holdings LLC | 0.04% | Reduce -0.5% | 437 | $99K |
| Optiver Holding B.V. | 0.00% | New | 432 | $98K |
| Salomon & Ludwin, LLC | 0.01% | No change | 419 | $96K |
| Richardson Financial Services Inc. | 0.05% | Add +3.7% | 416 | $94K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +34.6% | 416 | $94K |
| SHP Wealth Management | 0.01% | Add +258.3% | 412 | $94K |
| Avalon Trust Co | 0.01% | No change | 412 | $94K |
| Fourth Dimension Wealth, LLC | 0.03% | Add +270.3% | 411 | $93K |
| Tiaa Trust, National Association | 0.01% | Reduce -7.5% | 410 | $93K |
| Wellington-Altus USA Inc. | 0.07% | No change | 465 | $92K |
| Riverview Trust Co | 0.11% | No change | 400 | $91K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $91K |
| Compass Financial Management LLC | 0.01% | — | 390 | $90K |
| Phillip James Consulting Co. | 0.06% | New | 374 | $85K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +3.1% | 368 | $84K |
| Copia Wealth Management | 0.05% | No change | 369 | $84K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -0.8% | 368 | $84K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -3.9% | 368 | $84K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 366 | $83K |
| Anchor Investment Management, LLC | 0.01% | Add +4.3% | 366 | $83K |
| Caldwell Trust Co | 0.01% | No change | 361 | $82K |
| Fiduciary Financial Advisors | 0.01% | New | 362 | $81K |
| Dnca Finance | 0.00% | New | 350 | $79K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $79K |
| Loomis Sayles & Co. L P | 0.00% | Add +4.8% | 346 | $79K |
| N.E.W. Advisory Services LLC | 0.01% | Add +60.9% | 341 | $77K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.9% | 314 | $77K |
| Piscataqua Savings Bank | 0.05% | No change | 338 | $77K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -50.5% | 329 | $75K |
| JPL Wealth Management, LLC | 0.01% | Add +4.8% | 328 | $74K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -3.8% | 327 | $74K |
| Rossby Financial, LCC | 0.01% | Reduce -21.7% | 325 | $74K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -17.9% | 322 | $73K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $73K |
| Prosperity Bancshares Inc | 0.05% | Reduce -8.2% | 315 | $71K |
| Aventura Private Wealth, LLC | 0.02% | Add +6200.0% | 315 | $71K |
| Asset Dedication, LLC | 0.00% | Add +1.6% | 315 | $71K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Reduce -2.9% | 301 | $68K |
| Fortitude Family Office, LLC | 0.01% | Add +2.7% | 300 | $68K |
| IAG Wealth Partners, LLC | 0.01% | No change | 300 | $68K |
| WestEnd Advisors, LLC | 0.00% | Reduce -61.5% | 295 | $67K |
| Kemnay Advisory Services Inc. | 0.01% | Add +1.1% | 284 | $64K |
| Entrust Financial LLC | 0.04% | No change | 280 | $64K |
| True Wealth Design, LLC | 0.01% | Reduce -5.2% | 276 | $63K |
| Dunhill Financial, LLC | 0.01% | Add +17.8% | 271 | $62K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.9% | 270 | $61K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $61K |
| Southern Michigan Bank & Trust | 0.02% | No change | 265 | $60K |
| StrongBox Wealth, LLC | 0.02% | New | 250 | $57K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.02% | Add +222.1% | 248 | $56K |
| Signature Equity Partners, LLC | 0.03% | Reduce -8.4% | 241 | $55K |
| Planning Strategies Inc. | 0.03% | — | 241 | $55K |
| Hughes Financial Services, LLC | 0.01% | Add +16.4% | 241 | $55K |
| Grove Bank & Trust | 0.01% | No change | 240 | $54K |
| Salem Investment Counselors Inc. | 0.00% | No change | 231 | $52K |
| Truvestments Capital LLC | 0.01% | Add +0.4% | 227 | $51K |
| Gill Capital Partners, LLC | 0.01% | No change | 220 | $50K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -41.2% | 218 | $49K |
| Dynamic Wealth Strategies, LLC | 0.03% | Reduce -28.4% | 217 | $49K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -13.3% | 215 | $49K |
| Joseph Group Capital Management | 0.01% | Add +84.5% | 214 | $49K |
| Morse Asset Management, Inc | 0.01% | No change | 211 | $48K |
| Raffa Wealth Management, LLC | 0.01% | Add +28.6% | 207 | $47K |
| Broadwater Capital Management LLC | 0.03% | No change | 200 | $45K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 200 | $45K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $45K |
| Nemes Rush Group LLC | 0.00% | No change | 200 | $45K |
| Financial Perspectives, Inc | 0.01% | Reduce -11.7% | 197 | $45K |
| Roxbury Financial LLC | 0.04% | No change | 196 | $44K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -5.8% | 195 | $44K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 189 | $43K |
| Financial Consulate, Inc. | 0.00% | Add +1.1% | 188 | $43K |
| S&T Bank | 0.01% | Add +44.6% | 188 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 184 | $42K |
| Allied Private Wealth LLC | 0.03% | — | 177 | $41K |
| Bank of New Hampshire | 0.01% | No change | 182 | $41K |
| West Paces Advisors Inc. | 0.01% | New | 181 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 182 | $41K |
| Hilton Head Capital Partners, LLC | 0.02% | Reduce -41.4% | 177 | $40K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 176 | $40K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.6% | 174 | $39K |
| Marquette Asset Management, LLC | 0.01% | Reduce -1.7% | 173 | $39K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $39K |
| Acadian Asset Management LLC | 0.00% | Reduce -99.3% | 169 | $38K |
| Highline Wealth Partners LLC | 0.01% | Add +13.6% | 167 | $38K |
| Summit Securities Group LLC | 0.01% | Add +42.6% | 164 | $37K |
| NBT Bank, N.A. | 0.00% | Add +0.6% | 163 | $37K |
| High Note Wealth, LLC | 0.01% | Add +14.9% | 162 | $37K |
| IMA Advisory Services, Inc. | 0.00% | Add +10.9% | 153 | $35K |
| Park Place Capital Corp | 0.01% | No change | 152 | $34K |
| Avion Wealth | 0.01% | Add +1.4% | 150 | $34K |
| Solstein Capital, LLC | 0.01% | No change | 148 | $34K |
| Albion Financial Group | 0.00% | Reduce -20.4% | 148 | $34K |
| Evermay Wealth Management LLC | 0.00% | Add +5.1% | 144 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 143 | $32K |
| Hager Investment Management Services, LLC | 0.01% | Reduce -0.7% | 141 | $32K |
| Covestor Ltd | 0.02% | Reduce -61.8% | 142 | $32K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 139 | $32K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 136 | $31K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +4.7% | 133 | $30K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 135 | $30K |
| Kilter Group LLC | 0.01% | Add +6.7% | 127 | $29K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -89.4% | 126 | $29K |
| Sfam, LLC | 0.02% | No change | 125 | $28K |
| Smithfield Trust Co | 0.00% | No change | 121 | $28K |
| Buck Wealth Strategies, LLC | 0.00% | New | 120 | $27K |
| Bare Financial Services, Inc | 0.01% | Add +58.1% | 117 | $27K |
| Independence Bank of Kentucky | 0.00% | Reduce -75.4% | 116 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +39.8% | 116 | $26K |
| Coston, McIsaac & Partners | 0.01% | No change | 115 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 113 | $26K |
| Vision Financial Markets LLC | 0.02% | Add +0.9% | 112 | $26K |
| NFSG Corp | 0.00% | Reduce -47.1% | 111 | $25K |
| Wolff Wiese Magana LLC | 0.01% | No change | 105 | $24K |
| Robinswood Financial LLC | 0.01% | No change | 102 | $23K |
| Sunrise Financial Services, LLC | 0.01% | No change | 100 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $23K |
| Towne Trust Company, N.A | 0.01% | New | 100 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 100 | $23K |
| West Branch Capital LLC | 0.01% | New | 100 | $23K |
| Perkins Coie Trust Co | 0.00% | No change | 100 | $23K |
| Downshift Financial, LLC | 0.01% | New | 98 | $22K |
| Kentucky Trust Co | 0.01% | No change | 97 | $22K |
| Quarry LP | 0.00% | New | 96 | $22K |
| Winch Advisory Services, LLC | 0.00% | No change | 95 | $22K |
| Crewe Advisors LLC | 0.00% | Add +63.6% | 90 | $20K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 85 | $19K |
| Citizens National Bank Trust Department | 0.00% | No change | 83 | $19K |
| Hollencrest Capital Management | 0.00% | Reduce -62.3% | 81 | $18K |
| Premier Financial Group | 0.00% | New | 80 | $18K |
| Providence Capital Advisors, LLC | 0.00% | New | 79 | $18K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 78 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 77 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 75 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 75 | $17K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 73 | $17K |
| Marshall Investment Management, LLC | 0.01% | New | 68 | $15K |
| EFG International AG | 0.00% | Add +3.0% | 68 | $15K |
| Simplex Trading, LLC | 0.00% | New | 67 | $15K |
| Collier Financial | 0.01% | Reduce -79.0% | 64 | $14K |
| SouthState Bank Corp | 0.00% | Add +14.8% | 62 | $14K |
| Synergy Investment Management, LLC | 0.00% | Add +307.1% | 57 | $14K |
| Guinness Atkinson Asset Management Inc | 0.01% | No change | 60 | $14K |
| Birchbrook, Inc. | 0.01% | Add +1.7% | 60 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | New | 58 | $13K |
| Delos Wealth Advisors, LLC | 0.01% | New | 57 | $13K |
| Principia Wealth Advisory, LLC | 0.01% | Add +26.7% | 57 | $13K |
| Pacifica Partners Inc. | 0.00% | No change | 54 | $13K |
| Aspect Partners, LLC | 0.00% | Reduce -15.4% | 55 | $12K |
| Abound Wealth Management | 0.00% | Reduce -51.4% | 53 | $12K |
| IMG Wealth Management, Inc. | 0.01% | Add +85.7% | 52 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 51 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 50 | $11K |
| Horizon Financial Services, LLC | 0.00% | Add +19.5% | 49 | $11K |
| PFS Partners, LLC | 0.00% | No change | 49 | $11K |
| RHL Group, LLC | 0.01% | Add +7.1% | 45 | $10K |
| Clark Wealth Partners | 0.01% | Add +4.7% | 45 | $10K |
| Triumph Capital Management | 0.00% | Add +9.8% | 45 | $10K |
| Leonteq Securities AG | 0.00% | Reduce -64.0% | 45 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 42 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -50.6% | 43 | $10K |
| Strategic Advocates LLC | 0.04% | No change | 41 | $9K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 39 | $9K |
| HighMark Wealth Management LLC | 0.00% | Reduce -4.9% | 39 | $9K |
| Investment Counsel Co. of Nevada | 0.02% | New | 37 | $8K |
| Activest Wealth Management | 0.00% | Reduce -12.2% | 36 | $8K |
| TFC Financial Management, Inc. | 0.00% | Add +13.3% | 34 | $8K |
| Millstone Evans Group, LLC | 0.00% | Add +47.8% | 34 | $8K |
| American Capital Advisory, LLC | 0.00% | Add +30.8% | 34 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $8K |
| Stance Capital LLC | 0.00% | No change | 33 | $7K |
| Addison Advisors LLC | 0.00% | Reduce -40.7% | 32 | $7K |
| DT Investment Partners, LLC | 0.00% | No change | 32 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 32 | $7K |
| TD Capital Management LLC | 0.00% | No change | 31 | $7K |
| NBH Bank | 0.00% | — | 30 | $7K |
| WealthCollab, LLC | 0.00% | No change | 29 | $7K |
| Nvwm, LLC | 0.00% | Add +13.0% | 26 | $6K |
| Crews Bank & Trust | 0.00% | No change | 26 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | Add +2400.0% | 25 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 25 | $6K |
| Rialto Wealth Management, LLC | 0.00% | Add +27.8% | 23 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 23 | $5K |
| 1 North Wealth Services LLC | 0.00% | New | 23 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -56.5% | 4,517 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 20 | $4K |
| Davis Capital Management | 0.00% | Add +216.7% | 19 | $4K |
| Quaker Wealth Management, LLC | 0.00% | No change | 18 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 18 | $4K |
| Point Nemo Capital, LLC | 0.00% | New | 17 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 17 | $4K |
| Y.D. More Investments Ltd | 0.00% | Reduce -22.7% | 17 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 19 | $4K |
| MidFirst Bank | 0.00% | No change | 16 | $4K |
| Redwood Park Advisors LLC | 0.00% | No change | 15 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 15 | $3K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -51.9% | 13,663 | $3K |
| RMG Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 12 | $3K |
| Clean Yield Group | 0.00% | No change | 11 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 10 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 10 | $2K |
| 1015 Capital Partners, LLC | 0.00% | No change | 9 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -96.4% | 9 | $2K |
| United Community Bank | 0.00% | No change | 9 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 9 | $2K |
| Basepoint Wealth LLC | 0.00% | No change | 8 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 8 | $2K |
| Mascoma Wealth Management LLC | 0.00% | Add +14.3% | 8 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 8 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 7 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +40.0% | 7 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 6 | $1K |
| Tidemark, LLC | 0.00% | No change | 6 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $1K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 5 | $1K |
| Mosley Wealth Management | 0.00% | New | 5 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 5 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $1K |
| Noble Wealth Management PBC | 0.00% | New | 4 | $908 |
| Costello Asset Management, INC | 0.00% | New | 4 | $908 |
| Trust Co | 0.00% | No change | 4 | $908 |
| Hoey Investments, Inc. | 0.00% | New | 4 | $908 |
| Cordant, Inc. | 0.00% | New | 3 | $786 |
| Hurley Capital, LLC | 0.00% | New | 3 | $683 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 3 | $681 |
| Breakwater Investment Management | 0.00% | No change | 3 | $681 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 3 | $681 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $681 |
| 3 Factor Indexing, LLC | 0.00% | No change | 2 | $454 |
| Freestone Grove Partners LP | 0.00% | New | 2 | $454 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $227 |
| Highland Investment Advisors LLC | 0.00% | — | 1 | $227 |
| LM Advisors LLC | 0.00% | New | 902 | $205 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.