American Electric PowerAEP

13F holders, Q1 2024 (March 31)
1,350holders
9famous investors
$85.86avg. 13F price*

At the end of Q1 2024, 1,350 institutions reported holding American Electric Power (AEP) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.9B) and State Street Corp. ($2.2B). 9 famous investors held it, including Carl Icahn (0.9% of Icahn Capital's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
American Electric Power
Sector
Utilities
CUSIP
025537101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions114$1.1B
Exits116$315.6M

Ownership 1,350 holders

Vanguard Group Inc. 0.08% Add +0.8% 49,630,436 $4.3B
BlackRock Inc. 0.09% Add +1.4% 45,601,745 $3.9B
State Street Corp. 0.10% Reduce -7.1% 26,077,331 $2.2B
Wellington Management Group LLP 0.38% Reduce -12.5% 24,876,999 $2.1B
Morgan Stanley 0.09% Add +5.7% 12,647,237 $1.1B
Geode Capital Management, LLC 0.09% Add +8.2% 11,833,462 $1.0B
Dodge & Cox 0.57% New 11,364,305 $978.5M
Lazard Asset Management LLC 0.97% Add +9.9% 8,586,577 $739.3M
Invesco Ltd. 0.15% Reduce -4.8% 8,356,304 $719.5M
Royal Bank of Canada 0.15% Reduce -1.0% 7,099,647 $611.3M
Bank of America Corp. 0.05% Add +1.1% 6,304,651 $542.8M
Franklin Resources Inc. 0.15% Reduce -6.1% 5,263,335 $453.2M
Massachusetts Financial Services Co. 0.14% Reduce -12.9% 5,253,795 $452.4M
Ameriprise Financial Inc. 0.12% Reduce -1.6% 5,225,248 $449.9M
Nuveen Asset Management, LLC 0.13% Reduce -24.6% 5,136,578 $442.2M
FMR LLC 0.03% Add +49.4% 4,762,503 $410.1M
Alliancebernstein L.P. 0.14% Add +0.0% 4,743,470 $408.4M
Northern Trust Corp. 0.07% Reduce -3.2% 4,739,487 $408.1M
Federated Hermes, Inc. 0.92% Reduce -0.8% 4,636,553 $399.2M
Wells Fargo & Company 0.11% Reduce -0.5% 4,619,804 $397.8M
Legal & General Group Plc 0.11% Reduce -1.9% 4,578,697 $394.2M
UBS Group AG 0.13% Add +3.0% 4,565,215 $393.1M
Allspring Global Investments Holdings, LLC 0.60% Add +0.1% 4,441,560 $382.4M
Soroban Capital Partners LP 5.50% Add +115.2% 4,227,367 $364.0M
Bank of New York Mellon Corp 0.06% Reduce -2.7% 3,862,414 $332.6M
Envestnet Asset Management Inc. 0.11% Add +29.3% 3,342,774 $287.8M
Charles Schwab Investment Management Inc. 0.06% Add +2.7% 3,064,380 $263.8M
California Public Employees Retirement System 0.18% Reduce -2.9% 3,032,830 $261.1M
JPMorgan Chase & Co. 0.02% Add +29.7% 2,972,887 $256.0M
Amundi 0.10% Reduce -3.2% 2,812,638 $232.2M
Boston Partners 0.25% Reduce -9.6% 2,479,720 $213.5M
Goldman Sachs Group Inc. 0.04% Reduce -30.8% 2,308,439 $198.8M
Mitsubishi UFJ Trust & Banking Corp 0.44% Add +542.4% 2,282,571 $193.5M
Barclays PLC 0.08% Reduce -32.0% 2,001,344 $172.3M
Nordea Investment Management AB 0.20% Add +381.9% 1,995,884 $171.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -0.1% 1,910,599 $164.5M
Janus Henderson Group PLC 0.09% Reduce -0.1% 1,828,534 $157.4M
National Bank of Canada 0.27% Add +221.9% 1,715,346 $157.1M
Bank of Montreal 0.05% Add +25.9% 1,764,895 $149.7M
ANTIPODES PARTNERS Ltd 4.33% Reduce -20.3% 1,590,311 $136.9M
Swiss National Bank 0.10% Reduce -2.3% 1,574,800 $135.6M
Capital Research Global Investors 0.03% Add +0.0% 1,442,037 $124.2M
Energy Income Partners, LLC 2.52% Reduce -17.7% 1,431,856 $123.3M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.6% 1,389,249 $119.6M
National Pension Service 0.14% Add +2.9% 1,343,302 $115.7M
Macquarie Group Ltd. 0.13% Add +71.8% 2,285,472 $115.1M
Dimensional Fund Advisors LP 0.03% Add +18.2% 1,318,292 $113.5M
First Trust Advisors LP 0.11% Reduce -9.1% 1,268,129 $109.2M
Maple-Brown Abbott Ltd 10.91% Reduce -26.7% 1,238,580 $106.6M
HighTower Advisors, LLC 0.17% Add +38.6% 1,226,565 $105.6M
Raymond James & Associates 0.07% Add +7.9% 1,221,179 $105.1M
HSBC Holdings PLC 0.07% Add +40.2% 1,216,968 $104.8M
Icahn Capital 0.93% No change 1,205,300 $103.8M
Chevy Chase Trust Holdings, LLC 0.30% Add +4.5% 1,078,125 $92.8M
Crawford Investment Counsel Inc. 1.70% Add +1.3% 1,056,816 $91.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.62% Add +8.7% 1,055,864 $90.9M
Johnson Investment Counsel Inc. 0.98% Add +7.4% 1,048,461 $90.3M
APG Asset Management N.V. 0.15% Add +2.8% 1,063,235 $84.8M
Zimmer Partners, LP 1.83% Add +578.2% 975,000 $83.9M
Epoch Investment Partners, Inc. 0.37% Reduce -14.4% 973,356 $83.8M
Rhumbline Advisers 0.08% Add +1.2% 920,455 $79.3M
D. E. Shaw & Co. 0.10% Add +1371.4% 870,382 $74.9M
Mawer Investment Management Ltd. 0.34% Add +16.8% 863,265 $74.3M
Stifel Financial Corp. 0.08% Add +7.2% 860,842 $74.1M
LPL Financial LLC 0.04% Reduce -2.6% 842,749 $72.6M
Huntington National Bank 0.78% Add +3.5% 842,118 $72.5M
Jennison Associates LLC 0.05% New 785,930 $67.7M
Korea Investment CORP 0.17% Reduce -13.2% 767,106 $66.0M
Manufacturers Life Insurance Company, The 0.06% Reduce -11.8% 759,482 $65.4M
Victory Capital Management Inc. 0.06% Reduce -5.2% 741,922 $63.9M
T. Rowe Price Associates Inc. 0.01% Add +1.8% 724,504 $62.4M
California State Teachers Retirement System 0.08% Reduce -1.7% 722,922 $62.2M
M&T Bank Corp 0.22% Add +2.5% 719,528 $62.0M
Duff & Phelps Investment Management Co. 0.73% Reduce -32.8% 712,490 $61.3M
Zacks Investment Management 0.65% Add +124.4% 706,238 $60.8M
Canada Pension Plan Investment Board 0.06% Reduce -21.5% 697,989 $60.1M
Deutsche Bank AG 0.03% Add +8.3% 692,752 $59.6M
Gabelli Funds LLC 0.44% Reduce -4.0% 677,950 $58.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +17.0% 664,304 $57.2M
State Board of Administration of Florida Retirement System 0.13% Add +10.4% 611,320 $55.6M
Principal Financial Group Inc. 0.03% Add +0.6% 634,943 $54.7M
BNP Paribas Financial Markets 0.07% Add +37.2% 629,108 $54.2M
New York State Common Retirement Fund 0.07% Reduce -3.7% 625,630 $53.9M
SG Americas Securities, LLC 0.27% Add +1480.6% 610,212 $52.5M
First Financial Bankshares Inc 1.18% Add +4.2% 607,136 $52.3M
Empower Advisory Group, LLC 0.20% Add +18536.8% 605,697 $52.2M
Baird Financial Group, Inc. 0.11% Add +45.1% 603,992 $52.0M
Millennium Management 0.05% Reduce -70.2% 596,574 $51.4M
PNC Financial Services Group, Inc. 0.04% Reduce -2.0% 591,091 $50.9M
ProShare Advisors LLC 0.13% Add +21.7% 582,692 $50.2M
Nomura Holdings Inc. 0.40% Reduce -73.3% 576,691 $49.7M
Citigroup Inc. 0.05% Add +2.6% 563,931 $48.6M
STRS Ohio 0.18% Reduce -17.6% 537,544 $46.3M
Bollard Group LLC 1.36% Add +1.3% 520,606 $44.8M
New York State Teachers Retirement System 0.09% Add +0.0% 495,882 $42.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -7.3% 475,583 $41.9M
Ferguson Wellman Capital Management, Inc. 0.83% Add +491.3% 474,643 $40.9M
Commerce Bank 0.27% Reduce -6.4% 468,454 $40.3M
Vaughan David Investments LLC 1.00% Add +1.3% 467,678 $40.3M
UniSuper Management Pty Ltd 0.38% Add +3.0% 460,268 $39.6M
Guggenheim Capital LLC 0.27% Reduce -9.6% 446,809 $38.5M
Credit Suisse AG/ 0.04% Reduce -0.4% 440,106 $37.9M
Mackenzie Financial Corp. 0.05% Add +10.6% 426,887 $36.8M
Alpha Cubed Investments, LLC 1.84% Add +139.4% 407,972 $35.1M
Gateway Investment Advisers LLC 0.40% Reduce -0.2% 405,108 $34.9M
Truist Financial Corp. 0.05% Reduce -1.8% 398,311 $34.3M
Natixis Advisors, LLC 0.08% Add +15.1% 396,388 $34.1M
ZWJ Investment Counsel Inc. 1.54% Add +27.1% 393,073 $33.8M
Nexus Investment Management ULC 3.23% Add +8.1% 389,730 $33.6M
Prudential Financial Inc. 0.05% Reduce -28.3% 388,203 $33.4M
Russell Investments Group, Ltd. 0.05% Add +172.6% 376,718 $32.4M
Magellan Asset Management Ltd 0.31% Reduce -3.9% 371,635 $32.0M
Old Republic International Corp. 1.24% No change 366,300 $31.5M
Jane Street Group, LLC 0.04% Add +39.5% 359,687 $31.0M
Aberdeen Group plc 0.06% Add +37.3% 354,283 $30.5M
Sei Investments Co. 0.04% Add +11.1% 331,436 $28.5M
Neuberger Berman Group LLC 0.02% Reduce -91.9% 326,444 $28.1M
Pictet Asset Management Holding SA 0.03% Reduce -80.7% 311,002 $26.8M
Voya Investment Management LLC 0.03% Reduce -17.3% 305,830 $26.3M
Commonwealth Equity Services, LLC 0.04% Add +1.9% 302,394 $26.0M
GW Henssler & Associates Ltd. 1.52% Add +38.3% 301,097 $25.9M
State of Wisconsin Investment Board 0.07% Add +4.6% 293,347 $25.3M
State of New Jersey Common Pension Fund D 0.08% No change 291,057 $25.1M
TD Asset Management Inc 0.02% Add +0.6% 279,028 $24.0M
State of Tennessee, Department of Treasury 0.09% Add +30.9% 277,289 $23.9M
Creative Planning 0.03% Add +2.4% 276,372 $23.8M
Osaic Holdings, Inc. 0.05% Reduce -28.0% 276,095 $23.8M
Adage Capital Partners Gp, L.L.C. 0.04% Add +19.0% 265,806 $22.9M
CANADA LIFE ASSURANCE Co 0.05% Add +2.1% 263,368 $22.7M
Ensign Peak Advisors, Inc 0.04% Reduce -33.1% 262,388 $22.6M
Mizuho Markets Americas LLC 0.61% Add +646.9% 261,440 $22.5M
Tortoise Capital Advisors, L.L.C. 0.31% Reduce -42.5% 258,173 $22.2M
Chartwell Investment Partners, LLC 0.76% Add +0.6% 253,910 $21.9M
Public Employees Retirement System of Ohio 0.08% Reduce -4.7% 251,585 $21.7M
FUKOKU MUTUAL LIFE INSURANCE Co 1.64% No change 242,227 $20.9M
Asset Management One Co., Ltd. 0.08% Reduce -2.1% 241,420 $20.8M
US Bancorp \de 0.03% Reduce -3.6% 239,544 $20.6M
Cullen/Frost Bankers, Inc. 0.30% Add +5.9% 238,065 $20.5M
Treasurer of the State of North Carolina 0.09% Add +2.9% 235,339 $20.3M
Matrix Asset Advisors Inc. 2.40% Add +42.8% 233,394 $20.1M
Capital Fund Management S.A. 0.24% Reduce -29.2% 228,530 $19.7M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.9% 225,334 $19.4M
Cetera Investment Advisers 0.05% Add +240.0% 222,765 $19.2M
Systematic Alpha Investments, LLC 0.75% No change 217,000 $18.7M
Rafferty Asset Management, LLC 0.07% Add +11.5% 212,188 $18.3M
Eastern Bank 0.76% Add +1.9% 211,595 $18.2M
CIBC Asset Management Inc 0.06% Add +5.6% 202,625 $17.4M
Resona Asset Management Co.,Ltd. 0.10% — 199,403 $17.2M
Stack Financial Management, Inc 1.53% Add +17.6% 193,408 $16.7M
Godsey & Gibb, Inc. 1.75% Add +0.8% 193,144 $16.6M
Fifth Third Bancorp 0.06% Add +1.9% 183,641 $15.8M
Scotia Capital Inc. 0.09% Add +4.1% 182,893 $15.7M
Nomura Asset Management Co. Ltd. 0.06% Add +2.8% 180,656 $15.6M
Northwest & Ethical Investments L.P. 0.44% Add +24.1% 178,602 $15.4M
Comerica Bank 0.07% Reduce -3.4% 177,376 $15.3M
Toronto Dominion Bank 0.02% Reduce -42.4% 174,397 $15.0M
IFM Investors Pty Ltd 0.16% Add +3.2% 173,809 $15.0M
Janney Montgomery Scott LLC 0.04% Add +19.3% 173,564 $14.9M
Heathbridge Capital Management Ltd. 5.70% Reduce -3.2% 171,250 $14.7M
Alberta Investment Management Corp 0.16% Add +44.3% 170,995 $14.7M
First Horizon Advisors, Inc. 0.45% Add +3.5% 170,868 $14.7M
American Century Companies Inc. 0.01% Reduce -23.6% 170,297 $14.7M
American International Group, Inc. 0.05% Reduce -0.5% 169,266 $14.6M
Susquehanna International Group, LLP 0.02% Reduce -41.3% 163,379 $14.1M
Cerity Partners LLC 0.04% Add +294.4% 159,533 $13.7M
Corient Private Wealth LP 0.02% Reduce -0.5% 158,185 $13.6M
Haverford Trust Co 0.14% Add +2.6% 157,627 $13.6M
Willis Investment Counsel 0.92% No change 155,613 $13.4M
Viking Fund Management LLC 2.40% Add +16.7% 154,000 $13.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.4% 152,028 $13.1M
Arizona State Retirement System 0.09% Add +4.1% 150,909 $13.0M
MML Investors Services, LLC 0.05% Add +23.0% 150,328 $12.9M
Calamos Advisors LLC 0.09% Reduce -2.5% 147,758 $12.7M
U.S. Capital Wealth Advisors, LLC 0.49% Reduce -8.0% 146,342 $12.6M
Cibc World Market Inc. 0.03% Add +127.1% 145,845 $12.6M
AE Wealth Management LLC 0.14% Reduce -29.9% 145,715 $12.5M
State of Michigan Retirement System 0.07% Add +0.1% 144,058 $12.4M
Allen Mooney & Barnes Investment Advisors LLC 2.34% Add +0.4% 147,219 $12.2M
Mariner, LLC 0.03% Add +3.6% 140,750 $12.1M
USS Investment Management Ltd 0.10% Reduce -7.6% 138,954 $12.0M
AQR Capital Management 0.02% Reduce -55.5% 137,902 $11.8M
Brookstone Capital Management 0.21% Reduce -19.1% 133,288 $11.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.4% 132,300 $11.4M
DekaBank Deutsche Girozentrale 0.02% Add +5.8% 128,171 $10.8M
Edgemoor Investment Advisors, Inc. 1.03% Add +5.3% 125,380 $10.8M
Van Eck Associates Corp. 0.02% Add +7.0% 125,037 $10.8M
F&V Capital Management, LLC 3.16% Add +1.6% 124,625 $10.7M
Rockefeller Capital Management L.P. 0.03% Reduce -3.9% 124,531 $10.7M
Swiss Life Asset Management Ltd 0.15% Add +58.2% 124,385 $10.7M
MetLife Investment Management, LLC 0.07% Reduce -3.4% 123,144 $10.6M
Holocene Advisors, LP 0.04% Add +22.4% 120,321 $10.4M
Capital Analysts, LLC 0.47% Add +28.3% 116,733 $10.1M
Retirement Systems of Alabama 0.04% Add +0.1% 116,068 $10.0M
Teachers Retirement System of the State of Kentucky 0.09% Reduce -1.3% 115,556 $9.9M
Sequoia Financial Advisors, LLC 0.12% Reduce -4.6% 109,521 $9.4M
Texas Permanent School Fund Corp. 0.07% Add +0.1% 108,703 $9.4M
Amalgamated Bank 0.08% Reduce -13.1% 107,613 $9.3M
LSV Asset Management 0.02% Reduce -0.8% 106,400 $9.2M
Old National Bancorp 0.22% Add +29.6% 105,351 $9.1M
Forsta Ap-Fonden 0.07% Add +6.7% 102,300 $8.8M
Agf Management Ltd. 0.05% Add +20.9% 100,820 $8.7M
Pinnacle Financial Partners Inc 0.19% Add +4.2% 100,227 $8.6M
Assetmark, Inc. 0.03% Add +12.4% 99,946 $8.6M
Bokf, NA 0.15% Add +35.6% 100,685 $8.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +2.3% 96,722 $8.3M
Czech National Bank 0.10% Add +0.5% 92,528 $8.0M
Nissay Asset Management Corp. /Japan 0.06% Add +34.5% 92,224 $7.9M
Utah Retirement Systems 0.09% Add +2.6% 91,420 $7.9M
Illinois Municipal Retirement Fund 0.12% Reduce -3.9% 90,551 $7.8M
State of Alaska, Department of Revenue 0.09% Reduce -10.1% 89,408 $7.7M
Captrust Financial Advisors 0.03% Reduce -15.9% 89,147 $7.7M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -15.2% 88,500 $7.6M
Eagle Asset Management Inc. 0.04% No change 89,919 $7.6M
Cibc World Markets Corp. 0.05% Reduce -38.9% 87,368 $7.5M
Schroder Investment Management Group 0.01% Reduce -1.2% 86,025 $7.4M
First National Trust Co 0.30% Add +5.1% 85,365 $7.3M
Daiwa Securities Group Inc. 0.04% Reduce -0.3% 84,239 $7.3M
Keystone Financial Planning, Inc. 2.33% Reduce -0.1% 83,515 $7.2M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +20.4% 81,853 $7.0M
Walleye Trading LLC 0.11% Reduce -8.2% 81,319 $7.0M
First American Bank 0.53% Add +13.0% 81,226 $7.0M
Goelzer Investment Management, Inc. 0.40% Add +60.9% 81,083 $7.0M
Whittier Trust Co. 0.10% Add +1.8% 80,858 $7.0M
Wesbanco Bank Inc. 0.26% Add +5.5% 80,810 $7.0M
Yousif Capital Management, LLC 0.08% Reduce -10.2% 79,103 $6.8M
Bank of Nova Scotia 0.01% Add +0.7% 77,588 $6.7M
Atria Investments, Inc 0.09% Add +27.2% 77,394 $6.7M
Duality Advisers, LP 0.64% New 75,307 $6.5M
CIBC Private Wealth Group LLC 0.01% Reduce -2.4% 76,632 $6.5M
AlTi Global, Inc. 0.18% New 74,293 $6.4M
Argent Trust Co 0.29% Add +3.0% 73,912 $6.4M
Slocum, Gordon & Co LLP 4.72% Reduce -2.0% 73,902 $6.4M
Salem Investment Counselors Inc. 0.21% Add +433.7% 73,779 $6.4M
Xponance LLC 0.07% Add +8.3% 73,384 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.0% 73,380 $6.3M
Hudson Edge Investment Partners Inc. 1.22% Add +9.0% 72,783 $6.3M
Eastover Investment Advisors LLC 3.06% Reduce -1.3% 72,600 $6.3M
Zions Bancorporation, N.A. 0.46% Add +10.8% 71,938 $6.2M
Louisiana State Employees Retirement System 0.12% Reduce -2.3% 71,900 $6.2M
New York Life Investment Management LLC 0.06% Reduce -3.7% 71,680 $6.2M
Meyer Handelman Co. 0.21% Reduce -0.0% 71,139 $6.1M
Soltis Investment Advisors LLC 0.68% Add +0.3% 70,116 $6.0M
Farmers & Merchants Investments Inc. 0.20% No change 69,976 $6.0M
TD Private Client Wealth LLC 0.20% Reduce -4.7% 69,413 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -2.0% 68,947 $5.9M
Financial Counselors Inc. 0.10% Add +1233.1% 66,281 $5.7M
Shelton Capital Management 0.16% Add +1.5% 65,864 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Add +6.2% 65,703 $5.7M
Patrick Mauro Investment Advisor, INC. 3.21% Add +41.2% 65,524 $5.6M
Simmons Bank 0.42% Add +7.2% 64,991 $5.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +6.4% 64,954 $5.6M
Steward Partners Investment Advisory, LLC 0.06% Add +3.1% 64,920 $5.6M
Motco 0.33% Reduce -1.2% 64,851 $5.6M
Highland Capital Management, LLC 0.31% Reduce -1.3% 63,285 $5.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +5.8% 62,786 $5.4M
Carret Asset Management, LLC 0.63% Add +3.0% 62,291 $5.4M
Dakota Wealth Management 0.13% Add +12.6% 61,795 $5.3M
Telos Capital Management, Inc. 0.59% Add +1.6% 60,515 $5.2M
Sand Hill Global Advisors, LLC 0.25% Add +0.8% 60,265 $5.2M
American Assets Investment Management, LLC 0.49% No change 60,000 $5.2M
Pacer Advisors, Inc. 0.01% Reduce -38.0% 59,926 $5.2M
Panagora Asset Management Inc. 0.03% Add +12.1% 59,609 $5.1M
Fluent Financial, LLC 2.84% Reduce -1.3% 59,548 $5.1M
Public Sector Pension Investment Board 0.04% Reduce -3.4% 59,527 $5.1M
Capital Investment Advisors, LLC 0.12% Reduce -5.0% 59,408 $5.1M
DAVENPORT & Co LLC 0.03% Reduce -2.5% 58,606 $5.0M
Hollow Brook Wealth Management LLC 1.86% Add +12.6% 58,361 $5.0M
Profund Advisors LLC 0.19% Reduce -6.2% 58,108 $5.0M
Meritage Portfolio Management 0.31% Reduce -5.8% 56,659 $4.9M
Quantinno Capital Management LP 0.11% Add +76.2% 56,424 $4.9M
Private Advisor Group, LLC 0.03% Add +4.9% 56,300 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +11.2% 56,099 $4.8M
Beaumont Financial Advisors, LLC 0.39% Add +8.2% 55,454 $4.8M
Keybank National Association 0.02% Add +9.9% 55,037 $4.7M
Harvest Portfolios Group Inc. 0.18% New 54,175 $4.7M
MassMutual Private Wealth & Trust, FSB 0.14% Add +47.7% 53,959 $4.6M
Benjamin Edwards Inc. 0.92% Reduce -12.6% 53,807 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.4% 53,688 $4.6M
Venture Visionary Partners LLC 0.22% Reduce -14.6% 53,156 $4.6M
Dean Investment Associates, LLC 0.62% Add +25.9% 52,634 $4.5M
Tocqueville Asset Management L.P. 0.07% New 51,985 $4.5M
Legacy Capital Wealth Partners, LLC 3.14% New 47,025 $4.4M
Beese Fulmer Investment Management, Inc. 0.42% Add +20.3% 51,244 $4.4M
Pathstone Holdings, LLC 0.02% Add +8.2% 51,116 $4.4M
Valley Wealth Managers, Inc. 0.33% Reduce -6.3% 50,370 $4.3M
Peapack Gladstone Financial Corp. 0.07% Reduce -14.7% 50,259 $4.3M
Vestcor Inc 0.15% Reduce -7.4% 50,192 $4.3M
Daiichi Life Insurance Co., Ltd. 0.10% Add +43.0% 49,842 $4.3M
O'shaughnessy Asset Management, LLC 0.05% Add +60.3% 49,762 $4.3M
iA Global Asset Management Inc. 0.09% Add +4.5% 49,441 $4.3M
Glenmede Trust Co. NA 0.02% Reduce -8.4% 48,629 $4.2M
Hohimer Wealth Management, LLC 0.98% New 48,386 $4.2M
Regions Financial Corp. 0.03% Reduce -2.1% 48,024 $4.1M
Kestra Advisory Services, LLC 0.03% Add +5.0% 47,706 $4.1M
Point72 Asset Management 0.01% New 47,680 $4.1M
Orion Porfolio Solutions, LLC 0.04% Reduce -6.1% 47,536 $4.1M
Orion Portfolio Solutions, LLC 0.04% Reduce -6.1% 47,536 $4.1M
Romano Brothers and Company 0.56% Add +2.1% 47,527 $4.1M
Gulf International Bank (UK) Ltd 0.10% Add +12.4% 47,512 $4.1M
Trajan Wealth LLC 0.27% — 46,109 $4.0M
Kestra Private Wealth Services, LLC 0.09% Add +10.1% 45,839 $3.9M
Intech Investment Management LLC 0.06% Reduce -23.1% 45,823 $3.9M
Regal Investment Advisors LLC 0.27% Reduce -1.8% 45,052 $3.9M
Savant Capital, LLC 0.04% Reduce -0.2% 45,028 $3.9M
Oregon Public Employees Retirement Fund 0.08% Add +9.5% 44,973 $3.9M
Guardian Capital Advisors LP 0.40% Reduce -9.6% 46,171 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.91% Add +8.5% 43,466 $3.7M
Axxcess Wealth Management, LLC 0.11% Add +2.1% 43,330 $3.7M
Squarepoint Ops LLC 0.02% Add +198.7% 42,570 $3.7M
Pittenger & Anderson Inc. 0.15% No change 42,220 $3.6M
Advisors Management Group Inc. 0.90% Reduce -2.6% 42,113 $3.6M
Townsquare Capital LLC 0.05% Add +3.4% 42,076 $3.6M
Oppenheimer & Co. Inc. 0.06% Reduce -10.4% 41,251 $3.6M
Vanguard Personalized Indexing Management, LLC 0.08% Add +23.3% 41,211 $3.5M
Alpha Omega Wealth Management LLC 0.66% Reduce -1.6% 41,131 $3.5M
Garland Capital Management Inc. 2.34% Reduce -0.4% 40,955 $3.5M
Wealthfront Advisers LLC 0.01% Add +19.8% 40,373 $3.5M
Providence Capital Advisors, LLC 0.76% Add +2.6% 40,189 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -11.3% 40,112 $3.5M
UMB Bank, n.a. 0.05% Reduce -1.4% 40,103 $3.5M
Capital City Trust Co. 0.96% Add +0.2% 39,937 $3.4M
Kentucky Retirement Systems 0.10% Reduce -5.1% 39,937 $3.4M
Blair William & Co. 0.01% Add +1.3% 39,804 $3.4M
Community Trust & Investment Co. 0.24% Add +8.6% 39,800 $3.4M
Tiaa Trust, National Association 0.01% Reduce -75.9% 39,577 $3.4M
Parallax Volatility Advisers, L.P. 0.11% Reduce -46.1% 39,065 $3.4M
Cornerstone Advisors, LLC 0.14% Reduce -4.7% 39,000 $3.4M
Community Bank, N.A. 0.44% Add +4.9% 38,997 $3.4M
James Investment Research, Inc. 0.40% Add +10.3% 38,790 $3.3M
Exencial Wealth Advisors, LLC 0.12% Reduce -0.7% 38,681 $3.3M
Fiduciary Trust Co 0.05% Reduce -0.3% 38,663 $3.3M
Maryland State Retirement & Pension System 0.07% Add +3.1% 41,333 $3.3M
North Star Investment Management Corp. 0.24% Reduce -0.1% 38,463 $3.3M
Jeppson Wealth Management, LLC 1.27% Add +0.4% 37,976 $3.3M
Mesirow Financial Investment Management, Inc. 0.07% Add +10.0% 37,970 $3.3M
KBC Group NV 0.01% Reduce -2.4% 37,824 $3.3M
MainStreet Investment Advisors LLC 0.39% Reduce -1.2% 37,546 $3.2M
Brookfield Corp 0.02% No change 37,490 $3.2M
Assenagon Asset Management S.A. 0.01% Reduce -89.7% 36,816 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Add +22.2% 36,682 $3.2M
Hendley & Co. Inc. 1.12% Add +5.1% 36,367 $3.1M
Morton Community Bank 0.90% Add +6.4% 36,232 $3.1M
Pinnacle Associates Ltd. 0.05% Reduce -11.3% 36,128 $3.1M
Randolph Co Inc 0.37% Reduce -67.1% 34,846 $3.0M
TrueMark Investments, LLC 2.73% Reduce -1.8% 34,583 $3.0M
Cresset Asset Management, LLC 0.01% Add +11.3% 34,196 $2.9M
QRG Capital Management, Inc. 0.04% Reduce -42.4% 34,170 $2.9M
Hartford Investment Management Co. 0.10% Reduce -4.0% 34,005 $2.9M
Empowered Funds, LLC 0.05% Add +47.6% 33,687 $2.9M
Cyndeo Wealth Partners, LLC 0.24% Reduce -19.7% 33,678 $2.9M
Ascent Group, LLC 0.25% Reduce -1.0% 33,361 $2.9M
Integrated Wealth Concepts LLC 0.04% Add +2.7% 33,174 $2.9M
Hantz Financial Services, Inc. 0.06% Add +1333.5% 32,927 $2.8M
AXA S.A. 0.01% Add +18.8% 31,890 $2.7M
Credit Agricole S A 0.05% Add +119.4% 32,640 $2.7M
Eliot Finkel Investment Counsel, LLC 1.73% Reduce -4.7% 31,164 $2.7M
Metis Global Partners, LLC 0.10% Add +3.1% 31,086 $2.7M
Cypress Capital Group 0.32% Reduce -2.8% 31,035 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -7.0% 30,973 $2.7M
Stephens Inc. 0.04% Add +7.9% 30,802 $2.7M
NEOS Investment Management LLC 0.16% Add +22.7% 30,542 $2.6M
First Citizens Bank & Trust Co. 0.05% Add +5.5% 30,377 $2.6M
Arkadios Wealth Advisors 0.20% Reduce -33.4% 30,353 $2.6M
Principle Wealth Partners LLC 0.20% Add +51.0% 30,030 $2.6M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -2.4% 29,980 $2.6M
First Bank & Trust 0.53% Add +21.1% 29,752 $2.6M
Raymond James Trust N.A. 0.06% Reduce -4.5% 29,740 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 29,434 $2.5M
Berkshire Asset Management LLC 0.13% Reduce -2.4% 28,797 $2.5M
Spreng Capital Management, Inc. 1.33% Reduce -0.7% 28,664 $2.5M
Clearbridge Investments, LLC 0.00% Reduce -2.2% 28,582 $2.5M
Park Avenue Securities LLC 0.03% Add +1.3% 28,548 $2.5M
Granite Group Advisors, LLC 1.65% Reduce -0.7% 28,435 $2.4M
Lockheed Martin Investment Management Co. 0.17% Reduce -13.1% 26,600 $2.3M
1ST Source Bank 0.14% Reduce -4.5% 27,015 $2.3M
Whalerock Point Partners, LLC 0.65% Reduce -1.0% 26,856 $2.3M
Stratos Wealth Partners, LTD. 0.04% Add +5.0% 26,622 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -0.8% 26,538 $2.3M
Cutler Group LLC / CA 1.13% Add +8.7% 26,031 $2.2M
Strategic Advisors LLC 0.44% Reduce -0.0% 25,958 $2.2M
Smith Salley Wealth Management 0.17% Reduce -10.1% 25,848 $2.2M
Beacon Pointe Advisors, LLC 0.02% Add +6.0% 25,413 $2.2M
Colonial Trust Advisors 0.22% Reduce -1.1% 25,320 $2.2M
Cwm, LLC 0.01% Reduce -4.6% 25,206 $2.2M
Rockline Wealth Management, LLC 0.76% Add +3.3% 25,194 $2.2M
Independent Advisor Alliance 0.08% Add +4.0% 25,150 $2.2M
PFG Investments, LLC 0.13% Add +746.4% 25,018 $2.2M
Kentucky Farm Bureau Mutual Insurance Co 0.51% No change 25,000 $2.2M
Citizens National Bank Trust Department 0.50% Add +28.4% 24,887 $2.1M
NewEdge Advisors, LLC 0.02% Reduce -11.3% 24,244 $2.1M
Fulton Bank, N.A. 0.09% Reduce -0.8% 24,167 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -90.3% 24,150 $2.1M
Man Group plc 0.01% Reduce -83.1% 24,018 $2.1M
Cary Street Partners Investment Advisory LLC 0.09% Add +0.1% 23,797 $2.0M
BTG Pactual Global Asset Management Ltd 0.65% Reduce -36.6% 23,660 $2.0M
Strategic Blueprint, LLC 0.14% Add +1.8% 23,438 $2.0M
Lincoln National Corp. 0.03% Add +2.0% 22,978 $2.0M
PDT Partners, LLC 0.19% New 22,970 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +13.9% 22,910 $2.0M
D.A. Davidson & Co. 0.02% Reduce -17.9% 22,797 $2.0M
IFP Advisors, Inc 0.09% Add +48.0% 22,787 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.7% 22,665 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -11.5% 25,936 $2.0M
TFG Advisers LLC 0.76% Reduce -0.3% 22,494 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +4.5% 22,028 $1.9M
MAI Capital Management 0.02% Add +38.4% 21,941 $1.9M
Joseph Group Capital Management 0.95% Add +22.5% 21,930 $1.9M
Brown Advisory Inc. 0.00% Add +2.9% 21,823 $1.9M
Transcend Capital Advisors, LLC 0.15% Add +439.9% 21,819 $1.9M
1832 Asset Management L.P. 0.00% Reduce -6.0% 21,780 $1.9M
Norinchukin Bank, The 0.06% Reduce -2.0% 21,765 $1.9M
HB Wealth Management, LLC 0.02% Add +4.5% 21,715 $1.9M
Tower Research Capital LLC (TRC) 0.04% Reduce -72.3% 21,691 $1.9M
Sagefield Capital LP 0.23% Reduce -7.4% 21,611 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Add +10.8% 21,597 $1.9M
Apollon Wealth Management, LLC 0.06% Add +1.7% 21,414 $1.8M
HighPoint Advisor Group LLC 0.13% Add +9.7% 20,061 $1.8M
Miller Howard Investments Inc. 0.06% Reduce -25.8% 21,221 $1.8M
Metropolitan Life Insurance Co 0.08% Reduce -0.9% 21,210 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.3% 20,941 $1.8M
HBW Advisory Services LLC 0.34% No change 22,171 $1.8M
Simplex Trading, LLC 0.05% Reduce -70.9% 20,899 $1.8M
Oppenheimer Asset Management Inc. 0.03% Reduce -19.9% 20,827 $1.8M
Raleigh Capital Management Inc. 0.76% Add +1.5% 20,374 $1.8M
Investment Partners, LTD. 0.79% Reduce -2.3% 20,318 $1.7M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -5.1% 20,284 $1.7M
Quantbot Technologies LP 0.10% New 20,099 $1.7M
Jamison Private Wealth Management, Inc. 0.29% Reduce -0.5% 20,036 $1.7M
Huber Capital Management LLC 0.39% Reduce -65.2% 7,201 $1.7M
Avantax Advisory Services, Inc. 0.02% Reduce -4.3% 19,710 $1.7M
Icon Advisers Inc. 0.37% No change 19,800 $1.7M
South Dakota Investment Council 0.03% No change 19,362 $1.7M
River Wealth Advisors LLC 0.24% Reduce -19.4% 19,336 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +1383.9% 19,187 $1.7M
Pathway Financial Advisers, LLC 0.60% Add +6.3% 19,174 $1.7M
Commonwealth Financial Services, LLC 0.39% No change 20,171 $1.6M
Ilmarinen Mutual Pension Insurance Co 0.02% New 19,000 $1.6M
Garrison Asset Management, LLC 0.86% Reduce -0.8% 18,916 $1.6M
Hodges Capital Management Inc. 0.10% New 18,756 $1.6M
Intrust Bank NA 0.17% Add +6.7% 18,715 $1.6M
First County Bank 0.78% Add +1.8% 18,639 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -33.0% 18,537 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -0.7% 18,474 $1.6M
Vectors Research Management, LLC 0.45% Reduce -27.2% 18,448 $1.6M
Empirical Finance, LLC 0.10% Add +3.6% 18,420 $1.6M
Bleakley Financial Group, LLC 0.05% Add +6.7% 18,293 $1.6M
Simplicity Wealth,LLC 0.04% New 18,265 $1.6M
Verdence Capital Advisors LLC 0.14% Add +20.4% 18,248 $1.6M
Wedbush Securities Inc. 0.06% Add +6.6% 18,189 $1.6M
LS Investment Advisors, LLC 0.24% Add +2.3% 17,928 $1.5M
Prospera Financial Services Inc 0.05% Add +16.1% 17,922 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +2.1% 17,692 $1.5M
KMG Fiduciary Partners, LLC 0.16% Add +4.9% 17,625 $1.5M
Courier Capital LLC 0.11% Reduce -23.9% 17,499 $1.5M
Moors & Cabot, Inc. 0.08% Add +0.6% 17,387 $1.5M
Altus Wealth Group LLC 0.75% Add +2.5% 17,382 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.4% 17,354 $1.5M
Two Sigma Investments, LP 0.00% Reduce -88.3% 17,100 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -19.7% 17,046 $1.5M
Mediolanum International Funds Ltd 0.02% — 17,137 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 16,687 $1.4M
Secure Asset Management, LLC 0.34% Add +2.8% 16,653 $1.4M
United Services Automobile Association 0.03% Add +26.3% 16,478 $1.4M
Valeo Financial Advisors, LLC 0.05% Reduce -12.5% 16,315 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -16.9% 16,353 $1.4M
J.W. Cole Advisors, Inc. 0.07% Add +7.6% 16,317 $1.4M
Praxis Investment Management Inc. 0.09% No change 16,270 $1.4M
Synovus Financial Corp. 0.02% Add +2.8% 16,244 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Add +12.5% 16,049 $1.4M
Prudential PLC 0.01% Reduce -30.9% 16,035 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -10.3% 16,021 $1.4M
First Hawaiian Bank 0.04% Add +408.9% 15,904 $1.4M
Wealthspire Advisors, LLC 0.02% Reduce -3.2% 15,844 $1.4M
Kornitzer Capital Management Inc. 0.02% Reduce -1.0% 15,700 $1.4M
Advisors Asset Management, Inc. 0.03% Add +7.0% 15,635 $1.3M
Rwa Wealth Partners, LLC 0.02% Reduce -3.1% 15,593 $1.3M
JGP Wealth Management, LLC 0.19% Reduce -8.2% 15,584 $1.3M
Harvest Fund Management Co., Ltd 0.12% Add +235.3% 15,494 $1.3M
Gilliland Jeter Wealth Management LLC 0.46% No change 15,348 $1.3M
Hartline Investment Corp./ 0.23% New 15,230 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +12.5% 15,230 $1.3M
United Bank 0.16% Reduce -16.5% 15,157 $1.3M
Strategic Planning Group, LLC 0.33% Add +18.9% 15,137 $1.3M
Trivium Point Advisory, LLC 0.28% Reduce -13.2% 15,050 $1.3M
Archer Investment Corp 0.39% Reduce -2.6% 14,899 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 14,760 $1.3M
Allworth Financial LP 0.01% Add +28.1% 14,760 $1.3M
Rezny Wealth Management, Inc. 0.45% Add +6.9% 14,635 $1.3M
CENTRAL TRUST Co 0.03% Reduce -0.2% 14,573 $1.3M
Mainstay Capital Management LLC 0.24% Reduce -2.1% 14,506 $1.2M
Brandywine Oak Private Wealth LLC 0.13% Reduce -0.6% 14,477 $1.2M
SS&H Financial Advisors, Inc. 0.52% No change 14,456 $1.2M
Avitas Wealth Management LLC 0.19% Add +1.3% 14,397 $1.2M
Searle & Co. 0.31% Reduce -1.4% 14,238 $1.2M
Ieq Capital, LLC 0.02% Add +22.1% 14,232 $1.2M
Koshinski Asset Management, Inc. 0.13% Add +16.9% 14,196 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.46% Reduce -10.8% 14,908 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Add +38.6% 14,053 $1.2M
My Legacy Advisors, LLC 0.40% Add +0.1% 13,880 $1.2M
Mgo One Seven LLC 0.06% Add +19.7% 13,488 $1.2M
FineMark National Bank & Trust 0.04% Reduce -1.3% 13,461 $1.2M
Equitable Trust Co. 0.08% New 13,386 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -43.5% 13,376 $1.2M
Verition Fund Management LLC 0.01% Reduce -25.2% 13,372 $1.2M
Snowden Capital Advisors LLC 0.04% Add +18.8% 13,327 $1.1M
Colonial Trust Co / SC 0.21% Add +16.8% 13,316 $1.1M
Kingsview Wealth Management, LLC 0.03% Add +1.0% 13,288 $1.1M
Lanark Financial, Inc. 0.11% Reduce -3.9% 12,136 $1.1M
Perigon Wealth Management, LLC 0.03% Add +31.4% 13,263 $1.1M
Wealth Alliance, LLC 0.15% Add +6.9% 13,238 $1.1M
Probity Advisors, Inc. 0.23% Add +0.4% 13,189 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -29.0% 13,021 $1.1M
Tidal Investments LLC 0.02% Add +5.8% 13,103 $1.1M
Executive Wealth Management, LLC 0.10% Add +27.6% 13,285 $1.1M
First Trust Direct Indexing L.P. 0.08% Add +1.4% 13,043 $1.1M
Degroof Petercam Asset Management 0.01% Reduce -3.7% 13,000 $1.1M
Equitable Holdings, Inc. 0.01% Add +1.8% 12,885 $1.1M
Waters Parkerson & Co., LLC 0.06% Add +56.2% 12,833 $1.1M
Level Four Advisory Services, LLC 0.06% No change 13,578 $1.1M
Sigma Planning Corp 0.03% Add +85.7% 12,623 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +65.0% 12,472 $1.1M
Advisory Services Network, LLC 0.02% Add +43.5% 12,466 $1.1M
NTV Asset Management LLC 0.16% Reduce -2.2% 12,446 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +25.6% 12,417 $1.1M
Flagship Harbor Advisors, LLC 0.07% Add +28.7% 12,398 $1.1M
Park National Corp. 0.04% Reduce -8.6% 12,388 $1.1M
Moody National Bank Trust Division 0.08% Add +3.4% 12,168 $1.0M
OneDigital Investment Advisors LLC 0.02% Add +4.9% 12,139 $1.0M
Provenance Wealth Advisors, LLC 0.15% Add +2.9% 12,117 $1.0M
Summit Financial Group, Inc. 0.37% Reduce -11.7% 12,039 $1.0M
Albion Financial Group 0.08% No change 12,020 $1.0M
Harbour Investments, Inc. 0.04% Add +38.3% 11,973 $1.0M
Freedom Investment Management, Inc. 0.08% Add +2.6% 11,756 $1.0M
Morningstar Investment Management LLC 0.11% No change 11,743 $1.0M
LVW Advisors, LLC 0.17% Add +43.5% 11,658 $1.0M
Fortis Group Advisors, LLC 0.18% Add +4557.6% 11,644 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -1.4% 11,501 $990K
Ballentine Partners, LLC 0.02% Add +3.0% 11,488 $989K
Wolverine Trading, LLC 0.01% Add +24.9% 11,454 $986K
Mutual Advisors, LLC 0.03% Add +12.6% 11,405 $982K
Buckingham Capital Management, Inc. 0.12% Reduce -41.4% 11,378 $980K
Wexford Capital LP 0.20% Reduce -30.2% 11,149 $960K
ARS Investment Partners, LLC 0.10% Reduce -0.9% 11,145 $960K
SeaCrest Wealth Management, LLC 0.12% Reduce -18.1% 11,058 $952K
GS Investments, Inc. 0.46% No change 11,050 $951K
Claro Advisors Inc. 0.17% Add +1.5% 11,026 $949K
Stratos Wealth Advisors, LLC 0.06% Reduce -10.4% 11,022 $949K
Exchange Traded Concepts, LLC 0.02% Add +781.4% 11,008 $948K
Spirit of America Management Corp. 0.19% Add +3.3% 11,000 $947K
Lido Advisors, LLC 0.01% Reduce -6.2% 10,957 $943K
SageView Advisory Group, LLC 0.05% Reduce -18.3% 10,951 $943K
Marino, Stram & Associates LLC 0.22% Add +3.1% 10,944 $942K
Summit Financial, LLC 0.06% Add +2.4% 10,875 $936K
First Dallas Securities Inc. 0.43% Add +233.8% 10,766 $927K
Csenge Advisory Group 0.05% Reduce -2.8% 10,758 $926K
Schnieders Capital Management LLC 0.19% Add +29.1% 10,758 $926K
Hancock Whitney Corp. 0.03% Reduce -0.6% 10,712 $922K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -32.3% 10,690 $920K
Wealthcare Advisory Partners LLC 0.03% Add +161.6% 10,618 $914K
Cadence Bank 0.07% Reduce -3.9% 10,615 $914K
Focus Partners Wealth 0.01% Add +65.0% 10,457 $900K
GAMCO Investors 0.01% No change 10,400 $895K
Brighton Jones LLC 0.03% Add +5.2% 10,373 $893K
Radnor Capital Management, LLC 0.15% Reduce -1.0% 10,268 $884K
Landscape Capital Management, L.L.C. 0.08% New 10,155 $874K
Texas Yale Capital Corp. 0.04% Reduce -11.0% 10,123 $872K
Certified Advisory Corp 0.12% Reduce -0.4% 10,069 $867K
Supplemental Annuity Collective Trust of NJ 0.27% No change 10,000 $861K
Ar Asset Management Inc. 0.21% No change 10,000 $861K
Geneos Wealth Management Inc. 0.04% Add +0.6% 9,979 $859K
Affinity Investment Advisors, LLC 0.63% No change 9,969 $858K
Gallagher Fiduciary Advisors, LLC 0.03% Add +0.3% 9,892 $852K
Concurrent Investment Advisors, LLC 0.03% Reduce -20.7% 9,807 $844K
Lloyd Advisory Services, LLC. 0.18% Add +215.1% 9,745 $839K
GAMMA Investing LLC 0.17% Add +27.5% 9,724 $837K
Intrua Financial, LLC 0.13% Add +6.8% 9,702 $835K
Allianz Asset Management GmbH 0.00% Add +643.2% 9,609 $827K
Sumitomo Life Insurance Co. 0.02% Reduce -3.4% 9,606 $827K
Baker Tilly Wealth Management, LLC 0.15% Reduce -5.5% 9,604 $827K
Private Trust Co. NA 0.09% Add +4.7% 9,586 $825K
Pekin Hardy Strauss, Inc. 0.11% Reduce -0.4% 9,579 $825K
Founders Financial Alliance, LLC 0.25% Add +11.4% 9,556 $823K
Horizon Investments, LLC 0.02% Add +2.0% 9,649 $823K
Vident Advisory, LLC 0.02% Reduce -76.8% 9,495 $818K
Oxford Financial Group, LTD. LLC 0.06% Add +1.1% 9,467 $815K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -0.8% 9,430 $812K
Mirador Capital Partners LP 0.15% Add +10.3% 9,397 $809K
Gryphon Financial Partners LLC 0.14% Reduce -0.7% 9,392 $809K
Procyon Advisors, LLC 0.06% Reduce -5.4% 9,375 $807K
Meeder Advisory Services, Inc. 0.08% Add +5.5% 9,304 $801K
Armstrong Advisory Group, Inc. 0.08% No change 9,749 $792K
Wolff Financial Management LLC 0.23% No change 9,124 $786K
HBK Sorce Advisory LLC 0.03% Add +2.7% 9,123 $786K
Navalign, LLC 0.26% Add +6.0% 9,062 $780K
Citadel Advisors 0.00% New 8,997 $775K
Jones Financial Companies LLLP 0.00% Add +71.1% 8,954 $771K
Constitution Capital LLC 0.43% Reduce -14.5% 8,900 $766K
Busey Bank 0.03% Add +0.1% 8,877 $764K
Hyman Charles D 0.04% Add +3.0% 8,869 $764K
EP Wealth Advisors, LLC 0.01% Add +26.1% 8,857 $763K
Mark Sheptoff Financial Planning, LLC 0.42% Add +113.9% 8,825 $760K
Qube Research & Technologies Ltd 0.00% Reduce -98.4% 8,818 $759K
STF Management LP 0.33% Reduce -1.6% 8,755 $754K
Signaturefd, LLC 0.02% Add +11.8% 8,750 $753K
SVB Wealth LLC 0.02% Reduce -2.0% 8,714 $750K
Ground Swell Capital, LLC 0.79% New 8,706 $750K
Prudent Man Advisors, LLC 0.28% Add +30.4% 8,702 $749K
Imprint Wealth LLC 0.18% Add +0.2% 8,818 $746K
Greenleaf Trust 0.01% Add +1.5% 8,638 $744K
1834 Investment Advisors Co. 0.09% Add +21.9% 8,631 $743K
Graypoint LLC 0.05% Reduce -11.2% 8,599 $740K
Cornerstone Advisory, LLC 0.11% Add +21.7% 8,584 $739K
Asset Dedication, LLC 0.06% Reduce -47.4% 8,487 $739K
Private Capital Management, LLC 0.08% No change 8,550 $736K
Capstone Investment Advisors, LLC 0.03% Add +14.3% 8,490 $731K
Investment Management Corp of Ontario 0.02% Reduce -29.9% 8,442 $727K
Fourpath Capital Management, LLC 0.50% Reduce -2.3% 8,438 $727K
Eudaimonia Advisors LLC 0.38% Reduce -5.6% 8,394 $723K
Longfellow Investment Management Co. LLC 0.16% Add +0.4% 8,374 $721K
Gladstone Institutional Advisory LLC 0.04% Reduce -6.3% 8,364 $720K
Keystone Financial Group 0.10% Add +20.9% 8,320 $716K
Smith, Moore & Co. 0.08% Add +1.5% 8,316 $716K
Bailard, Inc. 0.02% Reduce -1.4% 8,311 $716K
Merit Financial Group, LLC 0.02% Reduce -10.8% 8,075 $715K
American National Bank & Trust Co. 0.17% — 8,308 $715K
Columbia Asset Management 0.14% No change 8,786 $714K
Jump Financial, LLC 0.02% New 8,276 $713K
StoneX Group Inc. 0.06% Reduce -16.3% 8,257 $711K
Everpar Advisors LLC 0.43% Reduce -23.1% 8,224 $708K
Investors Research Corp 0.17% Reduce -4.9% 8,195 $706K
Ancora Advisors LLC 0.02% Reduce -11.3% 8,157 $702K
Dynamic Advisor Solutions LLC 0.02% Add +47.7% 8,147 $701K
MKT Advisors LLC 0.38% Reduce -0.9% 8,393 $699K
Chiron Capital Management, LLC 0.63% Reduce -26.3% 8,105 $698K
Pettyjohn, Wood & White, Inc. 0.14% Add +2.9% 8,087 $696K
Rogco, LP 0.28% Reduce -1.3% 7,966 $686K
Tradewinds, LLC. 0.33% — 7,939 $684K
Crestwood Advisors Group, LLC 0.01% Add +4.3% 7,896 $680K
Aviva PLC 0.00% No change 7,893 $680K
Aptus Capital Advisors, LLC 0.01% Add +40.5% 7,887 $679K
Coldstream Capital Management Inc. 0.02% Add +10.7% 7,877 $678K
Inspire Trust Co, N.A. 0.38% Add +191.3% 7,850 $676K
Capital Advisors Inc. 0.01% Add +21.2% 7,816 $673K
CreativeOne Wealth, LLC 0.03% Add +21.6% 7,750 $668K
Tower Bridge Advisors 0.07% Reduce -1.1% 7,700 $663K
Vinva Investment Management Ltd 0.04% Add +61.5% 7,670 $660K
Twin Capital Management Inc. 0.08% Add +1.0% 7,654 $659K
PDS Planning, Inc 0.07% Add +2.5% 7,647 $658K
Choreo, LLC 0.02% Add +20.5% 7,594 $654K
Evergreen Capital Management LLC 0.02% Add +9.8% 7,562 $651K
Empire Financial Management Company, LLC 0.21% No change 7,475 $644K
IHT Wealth Management, LLC 0.03% Add +9.0% 7,462 $642K
Parallel Advisors, LLC 0.02% Add +17.7% 7,343 $632K
Forte Capital LLC 0.08% Add +52.4% 7,327 $631K
Retirement Guys Formula LLC 0.31% New 7,307 $629K
Accurate Wealth Management, LLC 0.18% Add +27.2% 7,448 $627K
NovaPoint Capital, LLC 0.22% Reduce -18.5% 7,250 $624K
Hilltop Holdings Inc. 0.07% Reduce -4.5% 7,225 $622K
HM Payson & Co. 0.01% Reduce -23.0% 7,203 $620K
Blue Chip Partners, LLC 0.06% Reduce -0.2% 7,169 $617K
Bard Financial Services, Inc. 0.07% No change 7,155 $616K
Aviance Capital Partners, LLC 0.09% Add +151.7% 7,135 $614K
Trueblood Wealth Management, LLC 0.35% Reduce -1.3% 7,124 $613K
Financial Advocates Investment Management 0.04% Add +6.0% 7,063 $608K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -17.5% 7,050 $607K
SouthState Bank Corp 0.05% No change 6,954 $599K
Ti-Trust, Inc. 0.43% No change 6,840 $589K
Fisher Asset Management 0.00% Reduce -5.8% 6,776 $583K
Seelaus Asset Management LLC 0.60% Add +1.9% 6,775 $583K
Graves Light Lenhart Wealth, Inc. 0.07% No change 6,770 $583K
Garrison Point Advisors, LLC 0.37% Reduce -1.7% 6,725 $579K
Welch Group, LLC 0.03% Reduce -1.1% 6,723 $579K
Kuhn & Co Investment Counsel 0.54% No change 6,718 $578K
Next Capital Management LLC 0.23% Add +59.0% 6,711 $578K
Powell Investment Advisors, LLC 0.31% No change 6,708 $578K
Clarity Financial LLC 0.09% Reduce -0.5% 6,688 $576K
Portside Wealth Group, LLC 0.11% Add +2.9% 6,683 $575K
Checchi Capital Advisers, LLC 0.04% Add +4.5% 6,656 $573K
Johnson Financial Group, Inc. 0.03% Add +16.2% 6,655 $573K
Alpha Family Trust 0.35% New 6,650 $573K
Trust Co. of Toledo NA 0.09% Reduce -17.1% 6,596 $568K
Titleist Asset Management, LLC 0.10% Reduce -28.8% 6,525 $562K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -0.1% 6,490 $559K
Rehmann Capital Advisory Group 0.04% Add +7.3% 6,483 $558K
Modera Wealth Management, LLC 0.01% Reduce -0.3% 6,433 $554K
Western Wealth Management, LLC 0.04% Reduce -58.3% 6,377 $549K
ARS Wealth Advisors Group, LLC 0.07% Add +18.2% 6,373 $549K
KCM Investment Advisors LLC 0.02% Add +0.6% 6,363 $548K
Peddock Capital Advisors, LLC 0.14% Add +0.9% 6,360 $548K
Donaldson Capital Management, LLC 0.02% Reduce -13.0% 6,358 $547K
Mendel Money Management 0.25% Add +7.9% 6,357 $547K
Park Place Capital Corp 0.20% Reduce -12.4% 6,349 $547K
Chicago Capital, LLC 0.02% No change 6,345 $546K
Hartford Funds Management Co LLC 0.05% Add +5.0% 6,312 $543K
InterOcean Capital Group, LLC 0.01% Add +9.1% 6,307 $543K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -4.7% 6,294 $542K
Northcape Wealth Management, LLC 0.20% Reduce -0.7% 6,261 $539K
Gibson Wealth Advisors LLC 0.52% — 6,248 $538K
Neville Rodie & Shaw Inc. 0.04% No change 6,240 $537K
A. D. Beadell Investment Counsel, Inc. 0.47% New 6,235 $536K
Great Valley Advisor Group, Inc. 0.02% Reduce -2.6% 6,199 $534K
Parcion Private Wealth LLC 0.05% Reduce -0.8% 6,110 $526K
Advisory Resource Group 0.12% Add +0.0% 6,024 $519K
Sutton Place Investors LLC 0.26% Add +1.4% 6,016 $518K
Silvercrest Asset Management Group LLC 0.00% Reduce -93.6% 5,986 $515K
Stonegate Investment Group, LLC 0.02% Add +11.5% 5,962 $513K
Smart Money Group LLC 0.20% Add +1.4% 5,937 $511K
Quadrant Capital Group LLC 0.04% Add +7.5% 5,827 $502K
Bank Ozk 0.22% No change 5,817 $501K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% New 5,813 $500K
Premier Path Wealth Partners, LLC 0.09% Reduce -8.1% 5,806 $500K
Liberty Capital Management, Inc. 0.12% No change 5,800 $499K
Sandy Spring Bank 0.02% Reduce -2.0% 5,800 $499K
Juncture Wealth Strategies, LLC 0.21% Reduce -2.2% 5,759 $496K
Family Legacy, Inc. 0.18% Reduce -27.2% 5,733 $494K
Investment House LLC 0.03% No change 5,733 $494K
Foundations Investment Advisors, LLC 0.01% Add +1.2% 5,674 $489K
Stanley-Laman Group, Ltd. 0.06% Add +61.8% 5,659 $487K
King Luther Capital Management Corp. 0.00% Reduce -1.5% 5,647 $486K
Bank of Hawaii 0.02% Reduce -2.9% 5,639 $486K
Krane Funds Advisors LLC 0.02% Reduce -8.3% 5,671 $485K
OneAscent Financial Services LLC 0.05% Reduce -3.6% 5,611 $483K
Stock Yards Bank & Trust Co. 0.02% Add +2.0% 5,599 $482K
WBH Advisory Inc. 0.05% Reduce -4.5% 5,585 $481K
Schechter Investment Advisors, LLC 0.04% Add +5.4% 5,555 $478K
Shulman DeMeo Asset Management LLC 0.13% Add +0.2% 5,549 $478K
Mattern Wealth Management LLC 0.12% Reduce -0.2% 5,542 $477K
Meridian Investment Counsel Inc. 0.16% New 5,540 $477K
Mather Group, Llc. 0.01% Add +0.0% 5,857 $476K
Advisor OS, LLC 0.05% Add +85.6% 5,524 $476K
Bessemer Group Inc. 0.00% Reduce -4.2% 5,522 $475K
Atwood & Palmer Inc. 0.04% No change 5,500 $474K
Cohen Klingenstein LLC 0.02% No change 5,500 $474K
Cigna Investments Inc. 0.09% Add +1.9% 5,484 $472K
CoreCap Advisors, LLC 0.03% Add +2.2% 5,477 $472K
Farther Finance Advisors, LLC 0.03% Add +59.5% 5,552 $469K
Glenview Trust Co 0.01% Add +59.7% 5,450 $469K
Brown Brothers Harriman & Co. 0.00% Add +4.8% 5,448 $469K
BKM Wealth Management, LLC 0.20% Add +35.0% 5,435 $468K
Aberdeen Wealth Management LLC 0.27% No change 5,433 $468K
Cedrus LLC 0.25% Reduce -14.4% 5,409 $466K
City State Bank 0.21% Add +44.8% 5,405 $465K
Gotham Asset Management 0.01% New 5,394 $464K
Meridian Wealth Management, LLC 0.08% Reduce -14.9% 5,391 $464K
Roanoke Asset Management Corp./ NY 0.15% Add +14.8% 5,385 $464K
Howe & Rusling Inc. 0.04% Reduce -0.0% 5,385 $464K
Siemens Fonds Invest GmbH 0.04% Reduce -29.9% 5,373 $463K
Balentine LLC 0.01% Add +3.6% 5,335 $459K
Carnegie Investment Counsel 0.01% Add +7.9% 5,323 $458K
Beverly Hills Private Wealth, LLC 0.11% Add +9.6% 5,317 $458K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.3% 5,314 $458K
Indiana Trust & Investment Management Co 0.18% No change 5,307 $457K
LexAurum Advisors, LLC 0.12% Add +19.8% 5,297 $456K
Ironwood Investment Counsel, LLC 0.08% No change 5,250 $452K
ICICI Prudential Asset Management Co Ltd 0.05% Add +2.6% 5,238 $451K
Mission Wealth Management, LP 0.01% Add +16.0% 5,234 $451K
Dearborn Partners LLC 0.02% Reduce -7.9% 5,197 $447K
E Fund Management Co., Ltd. 0.03% Reduce -0.9% 5,181 $446K
Strategic Investment Advisors / MI 0.06% Add +28.3% 5,158 $444K
Anchor Investment Management, LLC 0.05% Reduce -8.6% 5,157 $444K
PFG Advisors 0.03% Add +5.1% 5,125 $441K
Focus Financial Network, Inc. 0.02% — 5,341 $441K
Sky Investment Group LLC 0.09% Reduce -1.9% 5,117 $441K
McGlone Suttner Wealth Management, Inc. 0.08% Add +95.0% 5,070 $437K
Summit Financial Strategies, Inc. 0.06% No change 5,042 $434K
Rench Wealth Management, Inc. 0.17% Reduce -88.5% 5,041 $434K
Cohen Investment Advisors LLC 0.28% Reduce -3.0% 5,021 $432K
Compound Planning, Inc. 0.04% Add +32.9% 5,002 $431K
HUB Investment Partners, LLC 0.02% Add +0.8% 4,989 $430K
Hexagon Capital Partners LLC 0.10% Add +0.2% 4,985 $429K
9258 Wealth Management, LLC 0.07% Add +0.2% 4,967 $428K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.2% 4,964 $427K
Rothschild Investment LLC 0.03% Add +1.1% 4,963 $427K
Cassaday & Co Wealth Management LLC 0.01% Add +26.2% 4,952 $426K
Bank of Stockton 0.13% Add +16.1% 4,951 $426K
Avestar Capital, LLC 0.05% Add +76.0% 4,942 $426K
Lanham O'Dell & Company, Inc. 0.21% Reduce -38.5% 4,910 $423K
Flputnam Investment Management Co. 0.01% Reduce -6.4% 4,899 $422K
Franklin Street Advisors Inc. 0.03% Reduce -22.3% 4,890 $421K
Northwest Bancshares, Inc. 0.07% Add +65.5% 4,877 $420K
Leo Wealth, LLC 0.04% Add +1.8% 4,929 $420K
Norden Group LLC 0.09% New 4,867 $419K
Centennial Bank 0.21% Reduce -7.2% 4,859 $418K
Pinnacle West Asset Management, Inc. 0.33% Add +0.5% 4,855 $418K
Centre Asset Management, LLC 0.10% Reduce -3.4% 4,840 $417K
Global Retirement Partners, LLC 0.02% Reduce -47.3% 4,842 $417K
River Global Investors LLP 0.10% Reduce -0.9% 4,834 $416K
Cobblestone Capital Advisors LLC 0.03% No change 4,830 $416K
Barry Investment Advisors, LLC 0.14% Reduce -1.7% 4,829 $416K
Gables Capital Management Inc. 0.23% No change 4,818 $415K
Plan Group Financial, LLC 0.27% Add +47.2% 4,814 $415K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +4.3% 4,807 $414K
WealthPlan Investment Management, LLC 0.06% No change 4,800 $413K
Nixon Peabody Trust Co. 0.04% No change 4,800 $413K
Martingale Asset Management L P 0.01% Reduce -59.7% 4,786 $412K
Kavar Capital Partners Group, LLC 0.08% Reduce -50.0% 4,784 $412K
High Net Worth Advisory Group LLC 0.13% Reduce -17.2% 4,775 $411K
Fee-Only Financial Planning, L.C. 0.28% No change 4,769 $411K
Syon Capital LLC 0.04% Add +7.9% 4,762 $410K
Rossmore Private Capital 0.05% Reduce -14.4% 4,752 $409K
Institute for Wealth Management, LLC. 0.05% Add +3.6% 4,709 $405K
Danske Bank A/S 0.00% — 4,702 $405K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.3% 4,702 $405K
Clarius Group, LLC 0.03% Reduce -12.8% 4,683 $403K
Fulton Breakefield Broenniman LLC 0.03% Add +0.0% 4,680 $403K
Avantax Planning Partners, Inc. 0.01% Reduce -15.2% 4,654 $401K
Midwest Professional Planners, LTD. 0.14% Add +12.6% 4,610 $397K
Private Portfolio Partners LLC 0.08% Add +0.0% 4,607 $397K
Strategic Financial Concepts, LLC 0.10% Add +0.8% 4,603 $396K
Leonteq Securities AG 0.05% Reduce -25.7% 4,591 $395K
CFS Investment Advisory Services, LLC 0.07% Add +7.0% 4,572 $394K
Aull & Monroe Investment Management Corp 0.18% No change 4,574 $394K
Advisory Alpha, LLC 0.02% Add +6.6% 4,548 $392K
Cornerstone Wealth Management, LLC 0.03% Reduce -4.3% 4,545 $391K
BBR Partners, LLC 0.03% New 4,500 $387K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -8.1% 4,482 $386K
Parkside Financial Bank & Trust 0.06% Add +126.1% 4,473 $385K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -1.5% 4,467 $385K
Capital Investment Advisory Services, LLC 0.04% Reduce -6.5% 4,465 $384K
Continuum Advisory, LLC 0.06% Reduce -28.8% 4,211 $383K
Heartland Bank & Trust Co 0.22% New 4,439 $382K
Wedmont Private Capital 0.03% Reduce -1.8% 4,492 $382K
HF Advisory Group, LLC 0.21% Add +7.3% 4,422 $381K
ICA Group Wealth Management, LLC 0.08% Reduce -1.5% 4,408 $380K
Harbour Trust & Investment Management Co 0.05% Reduce -20.4% 4,367 $376K
Independent Financial Group, LLC 0.02% Reduce -14.9% 4,362 $376K
Nilsine Partners, LLC 0.05% Reduce -2.0% 4,356 $375K
St Germain D J Co. Inc. 0.02% Reduce -8.7% 4,352 $375K
Sterling Wealth Management, Inc. 0.19% No change 4,351 $375K
Advisors Capital Management, LLC 0.01% Add +5.4% 4,344 $374K
Keudell/Morrison Wealth Management 0.11% Add +11.8% 4,336 $373K
Evercore Wealth Management, LLC 0.01% Reduce -3.1% 4,332 $373K
AlphaStar Capital Management, LLC 0.04% Add +7.4% 4,326 $372K
Welch & Forbes LLC 0.01% Reduce -0.7% 4,325 $372K
Monetary Management Group Inc. 0.10% No change 4,320 $372K
Principal Securities, Inc. 0.01% Add +4.3% 4,314 $371K
Taylor Financial Group, Inc. 0.28% No change 4,310 $371K
Parsons Capital Management Inc. 0.03% Reduce -5.5% 4,296 $370K
CNB Bank 0.18% Add +529.8% 4,289 $369K
Personal Cfo Solutions, LLC 0.06% Reduce -19.9% 4,281 $369K
McDonald Partners LLC 0.10% Reduce -1.2% 4,226 $364K
Realta Investment Advisors 0.07% Add +1.4% 4,218 $363K
Symmetry Partners, LLC 0.03% No change 4,193 $361K
Pacifica Partners Inc. 0.16% Add +8.5% 4,356 $361K
Clearstead Advisors, LLC 0.02% Reduce -14.7% 3,923 $359K
Klein Pavlis & Peasley Financial, Inc. 0.32% Reduce -1.2% 4,166 $359K
Sierra Summit Advisors LLC 0.10% Reduce -28.9% 4,163 $358K
Apella Capital, LLC 0.02% Add +0.6% 4,202 $358K
Dagco, Inc. 0.16% Add +1728.2% 4,150 $357K
Insigneo Advisory Services, LLC 0.04% Reduce -16.2% 4,124 $355K
Birmingham Capital Management Co. Inc. 0.13% Reduce -16.3% 4,120 $355K
David J Yvars Group 0.24% No change 4,106 $354K
Los Angeles Capital Management LLC 0.00% No change 4,101 $353K
Trust Point Inc. 0.03% Reduce -65.4% 4,097 $353K
Wrapmanager Inc. 0.10% Reduce -15.3% 4,065 $350K
Waverly Advisors, LLC 0.01% New 4,053 $349K
Gilbert & Cook, Inc. 0.05% New 4,044 $348K
NorthRock Partners, LLC 0.01% Reduce -22.8% 4,042 $348K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $348K
Aureus Asset Management, LLC 0.02% Reduce -1.9% 4,041 $348K
United Asset Strategies, Inc. 0.03% New 4,038 $348K
Marathon Strategic Advisors, LLC 0.42% Add +0.8% 4,022 $346K
Woodward Diversified Capital, LLC 0.21% New 4,000 $344K
Eisler Capital (UK) Ltd. 0.04% New 3,990 $344K
International Assets Investment Management, LLC 0.04% Add +24.3% 4,055 $343K
Cidel Asset Management Inc. 0.03% Add +5.7% 3,960 $341K
Essex Financial Services, Inc. 0.03% Add +31.9% 3,956 $341K
GDS Wealth Management 0.04% Reduce -7.8% 3,953 $340K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% — 3,941 $339K
City Holding Co. 0.05% Reduce -6.4% 3,940 $339K
Diversified Trust Co. 0.01% Reduce -4.2% 3,932 $339K
Cannell & Spears LLC 0.01% Reduce -10.3% 3,900 $336K
Sovereign Financial Group, Inc. 0.09% Add +0.5% 3,883 $334K
Gen-Wealth Partners Inc 0.17% — 3,875 $334K
Northeast Investment Management 0.02% No change 3,872 $333K
Am Investment Strategies LLC 0.08% Add +53.0% 3,863 $333K
Everett Harris & Co. 0.00% Reduce -15.0% 3,861 $332K
Centennial Wealth Advisory LLC 0.15% Reduce -1.2% 3,854 $332K
Conning Inc. 0.01% No change 3,831 $330K
Lockerman Financial Group, Inc. 0.63% Reduce -0.4% 3,825 $329K
Gray Wealth Management Inc. 0.15% Add +5.3% 3,822 $329K
Summit Global Investments 0.02% Reduce -1.3% 3,825 $329K
Virtue Capital Management, LLC 0.06% New 3,960 $328K
First Merchants Corp. 0.02% New 3,801 $327K
Marcum Wealth, LLC 0.03% Add +16.2% 3,794 $327K
Brendel Financial Advisors LLC 0.37% No change 3,786 $326K
CI Investments Inc. 0.00% Add +39.6% 3,791 $326K
Dorsey & Whitney Trust CO LLC 0.02% Add +11.4% 3,784 $326K
John G Ullman & Associates Inc. 0.05% No change 3,754 $323K
Taylor Hoffman Wealth Management 0.14% No change 3,746 $323K
Sunbelt Securities, Inc. 0.04% Add +13.7% 3,735 $322K
Ostrum Asset Management 0.03% No change 3,722 $320K
Truvestments Capital LLC 0.12% Reduce -1.6% 3,718 $320K
Pinion Investment Advisors, LLC 0.16% Reduce -24.8% 3,689 $318K
Barnes Pettey Financial Advisors, LLC 0.27% No change 3,688 $318K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -1.1% 3,687 $317K
CX Institutional 0.02% Add +23.9% 3,687 $317K
Horizon Family Wealth, Inc. 0.24% New 3,665 $316K
Lake Street Advisors Group, LLC 0.01% Add +4.1% 3,640 $313K
Ranch Capital Advisors Inc. 0.17% Reduce -1.3% 3,637 $313K
Fruth Investment Management 0.08% No change 3,645 $313K
Integrated Advisors Network LLC 0.02% Reduce -20.6% 3,625 $312K
Angeles Investment Advisors, LLC 0.02% Add +39.3% 3,617 $311K
Kingswood Wealth Advisors, LLC 0.04% Reduce -6.2% 3,612 $311K
Lantz Financial LLC 0.10% Add +3.0% 3,608 $311K
Glassy Mountain Advisors, Inc. 0.12% No change 3,599 $310K
Joel Isaacson & Co., LLC 0.02% No change 3,594 $309K
Swisher Financial Concepts, Inc. 0.27% Add +0.1% 3,726 $309K
McDonough Capital Management, Inc 0.24% Reduce -0.6% 3,574 $308K
E&G Advisors, LLC 0.10% Reduce -0.1% 3,568 $307K
EverSource Wealth Advisors, LLC 0.02% Add +7.2% 3,570 $307K
Bedel Financial Consulting, Inc. 0.05% No change 3,567 $307K
Maxi Investments CY Ltd 0.08% New 3,570 $307K
Kapitalo Investimentos Ltda 0.07% New 3,556 $306K
Thomasville National Bank 0.03% Reduce -0.4% 3,554 $306K
Fayez Sarofim & Co 0.00% No change 3,550 $306K
Perpetual Ltd 0.00% No change 3,598 $305K
FourThought Financial Partners, LLC 0.03% Add +0.3% 3,530 $304K
AdvisorNet Financial, Inc 0.03% Add +17.3% 3,511 $302K
Allen Capital Group, LLC 0.04% New 3,510 $302K
Virginia Wealth Management Group, Inc. 0.25% No change 3,509 $302K
Interactive Financial Advisors, Inc. 0.17% Reduce -38.1% 3,500 $301K
Mathes Company, Inc. 0.11% No change 3,500 $301K
Abacus Planning Group, Inc. 0.06% No change 3,480 $300K
NewEdge Wealth, LLC 0.01% Reduce -2.9% 3,364 $297K
Paloma Partners Management Co 0.06% Reduce -36.4% 3,443 $296K
Rodgers Brothers Inc. 0.04% Add +9.3% 3,438 $296K
Prairie Sky Financial Group LLC 0.18% No change 3,437 $296K
Concord Wealth Partners 0.05% Add +122.0% 3,426 $295K
Wulff, Hansen & Co. 0.29% Reduce -10.5% 3,425 $295K
Guardian Wealth Management, Inc. 0.23% Reduce -17.7% 3,423 $295K
Ignite Planners, LLC 0.08% Add +7.7% 3,466 $293K
Peoples Bank 0.23% No change 3,387 $292K
International Private Wealth Advisors LLC 0.56% New 3,386 $292K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +559.1% 3,381 $291K
CWA Asset Management Group, LLC 0.02% New 3,375 $291K
First National Bank Sioux Falls 0.16% No change 3,375 $291K
Waldron Private Wealth LLC 0.01% Reduce -1.1% 3,372 $290K
Burt Wealth Advisors 0.07% New 3,371 $290K
Summit Trail Advisors, LLC 0.01% Add +11.3% 3,370 $290K
Channel Wealth LLC 0.12% Add +0.9% 3,361 $289K
Salomon & Ludwin, LLC 0.02% Reduce -5.2% 3,360 $289K
Prairie Wealth Advisors, Inc. 0.14% — 3,356 $289K
Florida Trust Wealth Management Co 0.01% Add +0.1% 3,350 $288K
Holderness Investments Co. 0.07% No change 3,347 $288K
Gilman Hill Asset Management, LLC 0.05% No change 3,345 $288K
W Advisors, LLC 0.20% New 3,313 $285K
Kovack Advisors, Inc. 0.03% Reduce -3.0% 3,308 $285K
Southland Equity Partners LLC 0.08% Add +4.2% 3,302 $284K
Jefferies Financial Group Inc. 0.01% New 3,300 $284K
Wealth Group, Ltd. 0.21% — 3,294 $284K
Bank of Nova Scotia Trust Co. 0.03% Add +2.8% 3,293 $284K
Pitcairn Co. 0.02% Add +6.3% 3,291 $283K
Planned Solutions, Inc. 0.14% Add +75.3% 3,288 $283K
FDx Advisors, Inc. 0.04% Reduce -48.1% 3,287 $283K
Central Pacific Bank - Trust Division 0.04% — 3,346 $283K
Excalibur Management Corp. 0.12% Add +4.2% 3,275 $282K
Tyche Wealth Partners LLC 0.07% Reduce -37.6% 3,247 $280K
TRUE Private Wealth Advisors 0.03% Reduce -0.4% 3,230 $278K
Good Life Advisors, LLC 0.02% Add +3.8% 3,229 $278K
Bantamac Capital, LLC 0.16% Add +6.9% 3,208 $276K
BCGM Wealth Management, LLC 0.10% Add +0.0% 3,204 $276K
Lowe Brockenbrough & Co. Inc. 0.02% Add +0.9% 3,184 $274K
JB Capital LLC 0.02% Add +14.4% 3,183 $274K
JT Stratford LLC 0.05% Add +0.6% 3,179 $274K
HTLF Bank 0.03% Add +3.5% 3,176 $273K
Richwood Investment Advisors, LLC 0.24% Reduce -4.2% 3,175 $273K
Spire Wealth Management 0.01% Add +13.6% 3,162 $272K
Lathrop Investment Management Co. 0.05% No change 3,160 $272K
Cladis Investment Advisory, LLC 0.20% No change 3,158 $272K
Caprock Group, LLC 0.02% New 3,157 $272K
Ausdal Financial Partners, Inc. 0.03% Reduce -1.7% 3,155 $272K
Delta Asset Management LLC 0.02% No change 3,149 $271K
Choate Investment Advisors 0.01% Add +6.7% 3,144 $271K
Lwmg, LLC 0.06% Reduce -8.0% 3,134 $270K
Single Point Partners, LLC 0.06% Reduce -6.6% 3,126 $269K
apricus wealth, LLC 0.19% Reduce -19.4% 3,112 $268K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -15.5% 3,104 $267K
Accel Wealth Management 0.11% Add +16.0% 3,103 $267K
Court Place Advisors, LLC 0.09% Reduce -5.4% 3,089 $266K
Confluence Wealth Services, Inc. 0.02% Reduce -5.0% 3,088 $266K
Richardson Financial Services Inc. 0.19% Add +3.9% 3,084 $266K
Clifford Swan Investment Counsel LLC 0.01% No change 3,075 $265K
Brooklyn Investment Group 0.11% Reduce -10.1% 3,124 $264K
Sunpointe, LLC 0.29% Add +3.5% 3,060 $263K
CSS LLC 0.06% No change 3,059 $263K
Guardian Wealth Advisors, LLC / NC 0.03% New 3,059 $263K
BLB&B Advisors, LLC 0.01% Reduce -10.2% 3,059 $263K
Ossiam 0.00% Add +316.5% 3,057 $263K
Prosperity Consulting Group, LLC 0.03% New 3,054 $263K
CHICAGO TRUST Co NA 0.05% Add +3.0% 3,021 $260K
LMG Wealth Partners, LLC 0.07% No change 3,000 $258K
Novare Capital Management LLC 0.02% New 2,993 $258K
Symphony Financial, Ltd. Co. 0.06% Reduce -14.1% 2,984 $257K
Townsend Asset Management Corp. /NC/ 0.10% No change 2,980 $257K
Blue Trust, Inc. 0.00% Reduce -20.9% 2,973 $256K
Gerber, LLC 0.21% No change 2,972 $256K
Sandbox Financial Partners, LLC 0.11% Add +18.8% 2,970 $256K
Carmel Capital Partners, LLC 0.11% Add +11.2% 2,960 $255K
Moloney Securities Asset Management, LLC 0.04% New 2,958 $255K
Bremer Bank National Association 0.05% Reduce -0.1% 2,956 $255K
Widmann Financial Services, Inc. 0.21% No change 2,952 $254K
Hilltop National Bank 0.09% — 2,952 $254K
Nicolet Advisory Services, LLC 0.03% Add +5.7% 2,984 $254K
Caldwell Trust Co 0.03% Reduce -17.9% 2,931 $252K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -1.4% 2,921 $251K
Banque Cantonale Vaudoise 0.01% Reduce -5.7% 2,926 $251K
Pinnacle Wealth Planning Services, Inc. 0.04% New 2,889 $249K
McCarthy & Cox 0.09% — 2,875 $248K
Jackson Square Capital, LLC 0.06% New 2,872 $247K
Diversify Advisory Services, LLC 0.01% — 2,914 $246K
GPS Wealth Strategies Group, LLC 0.04% Reduce -10.5% 2,857 $246K
WealthPLAN Partners, LLC 0.03% Reduce -11.3% 2,844 $245K
Vantage Consulting Group Inc 0.16% Reduce -3.5% 2,835 $244K
Bullseye Investment Management, LLC 0.15% No change 2,824 $243K
Sfmg, LLC 0.02% Add +0.1% 2,811 $242K
XML Financial, LLC 0.02% Reduce -6.4% 2,809 $242K
Hartford Financial Management Inc. 0.05% Reduce -81.1% 2,800 $241K
Harbor Investment Advisory, LLC 0.03% Reduce -30.9% 2,797 $241K
GeoWealth Management, LLC 0.01% Reduce -4.1% 2,793 $240K
Peoples Financial Services Corp. 0.10% No change 2,785 $240K
Astoria Portfolio Advisors LLC. 0.09% New 2,934 $237K
Aveo Capital Partners, LLC 0.03% Add +1.7% 2,674 $237K
Chronos Wealth Management, LLC 0.14% Add +1.9% 2,750 $237K
Associated Banc-Corp 0.01% No change 2,731 $235K
Beaton Management Co. Inc. 0.13% Add +4.9% 2,732 $235K
WNY Asset Management, LLC 0.04% New 2,699 $232K
Sentry Investment Management LLC 0.09% No change 2,695 $232K
Centaurus Financial, Inc. 0.02% Reduce -22.1% 2,685 $231K
Scientech Research LLC 0.12% Reduce -18.3% 2,682 $231K
Maven Securities LTD 0.01% New 2,680 $231K
West Bancorporation Inc. 0.15% Add +7.7% 2,677 $230K
Grant/GrossMendelsohn, LLC 0.11% Add +1.0% 2,698 $230K
Fifth Third Wealth Advisors LLC 0.04% Reduce -19.4% 2,652 $228K
Boston Financial Mangement LLC 0.01% Reduce -18.6% 2,630 $226K
Essex Bank 0.07% No change 2,785 $226K
Bridges Investment Management Inc. 0.01% No change 2,620 $226K
Engineers Gate Manager LP 0.01% New 2,616 $225K
Bouchey Financial Group, Ltd. 0.02% No change 2,614 $225K
Foster & Motley Inc. 0.02% Reduce -3.2% 2,614 $225K
Shakespeare Wealth Management, LLC 0.07% No change 2,613 $225K
Modern Wealth Management, LLC 0.02% New 2,613 $225K
Schmidt P J Investment Management Inc. 0.04% Reduce -17.8% 2,612 $225K
Douglas Lane & Associates, LLC 0.00% Reduce -2.3% 2,607 $224K
Schulhoff & Co. Inc. 0.10% No change 2,595 $223K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -36.0% 2,590 $223K
Rockland Trust Co. 0.01% Reduce -5.0% 2,581 $222K
Register Financial Advisors LLC 0.11% Reduce -0.4% 2,557 $220K
Alliance Wealth Advisors, LLC 0.07% New 2,555 $220K
Ifrah Financial Services, Inc. 0.06% Add +1.1% 2,550 $220K
Walter & Keenan Wealth Management LLC /in/ 0.07% Reduce -7.3% 2,550 $220K
German American Bancorp, Inc. 0.03% No change 2,547 $219K
Tiemann Investment Advisors, LLC 0.10% No change 2,540 $219K
Aerodigm Wealth, LLC 0.09% New 2,527 $218K
Lindbrook Capital, LLC 0.02% Reduce -22.3% 2,522 $217K
Family Manage LLC 0.04% Reduce -4.2% 2,521 $217K
Ingalls & Snyder LLC 0.01% Reduce -24.1% 2,517 $217K
FSA Advisors, Inc. 0.23% Add +0.7% 2,514 $216K
Latitude Advisors, LLC 0.14% No change 2,512 $216K
Moneco Advisors, LLC 0.03% Add +0.4% 2,507 $216K
Payden & Rygel Investment Group 0.01% — 2,500 $215K
Payden & Rygel 0.01% No change 2,500 $215K
Stiles Financial Services Inc 0.09% Add +0.5% 2,496 $215K
Avity Investment Management Inc. 0.02% New 2,474 $213K
Columbia Bank 0.09% — 2,473 $213K
TCI Wealth Advisors, Inc. 0.02% New 2,471 $213K
L.M. Kohn & Company 0.06% New 2,470 $213K
Trust Co. of Vermont 0.01% Add +30.6% 2,462 $212K
Morningstar Investment Services LLC 0.00% Reduce -43.3% 2,486 $211K
Mechanics Financial Corp 0.11% Add +2.1% 2,450 $211K
RFG Advisory, LLC 0.01% New 2,450 $211K
Wealth Quarterback LLC 0.12% Reduce -9.2% 2,444 $210K
Becker Capital Management Inc. 0.01% Reduce -5.8% 2,434 $210K
Main Street Financial Solutions, LLC 0.02% New 2,429 $209K
Rosenberg Matthew Hamilton 0.06% Reduce -4.0% 2,469 $209K
Cutler Investment Counsel LLC 0.03% New 2,417 $208K
Kowal Investment Group, LLC 0.04% New 2,409 $207K
First Manhattan Co. Llc. 0.00% Reduce -18.7% 2,402 $207K
MJP Associates Inc. 0.04% New 2,403 $207K
Central Bank & Trust Co. 0.03% No change 2,400 $207K
SevenBridge Financial Group, LLC 0.05% New 2,323 $206K
North Star Asset Management Inc. 0.01% New 2,389 $206K
Aaron Wealth Advisors LLC 0.03% New 2,389 $206K
Fiduciary Group, LLC 0.02% New 2,389 $206K
Journey Advisory Group, LLC 0.03% New 2,379 $205K
LGT Financial Advisors LLC 0.24% Add +0.3% 2,377 $205K
China Universal Asset Management Co., Ltd. 0.03% Add +125.6% 2,373 $204K
Eagle Ridge Investment Management 0.02% New 2,366 $204K
Fortem Financial Group, LLC 0.09% New 2,358 $203K
Archford Capital Strategies, LLC 0.03% New 2,345 $202K
Abn Amro Investment Solutions 0.00% New 2,342 $202K
Steward Partners Investment Solutions, LLC 0.03% New 2,339 $201K
Private Capital Advisors, Inc. 0.03% New 2,335 $201K
Insight Advisors, LLC/ PA 0.04% New 2,333 $201K
ERn Financial, LLC 0.03% New 2,324 $200K
Glass Jacobson Investment Advisors llc 0.08% No change 2,322 $200K
TD Waterhouse Canada Inc. 0.00% New 2,192 $196K
Caldwell Sutter Capital, Inc. 0.09% Add +12.6% 2,247 $193K
Virtus Advisers, LLC 0.10% Reduce -12.3% 2,221 $191K
Bfsg, LLC 0.03% Add +5.1% 2,219 $191K
Cambridge Trust Co. 0.01% Add +6.7% 2,218 $191K
Ransom Advisory, Ltd 0.10% — 2,201 $189K
Creative Financial Designs Inc. 0.02% Add +89.0% 2,196 $189K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.4% 2,180 $188K
Icon Wealth Advisors, LLC 0.02% Reduce -6.4% 2,175 $187K
Pinnacle Bancorp, Inc. 0.06% No change 2,161 $186K
Silver Oak Securities, Incorporated 0.03% Reduce -16.9% 2,115 $182K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $182K
Quent Capital, LLC 0.02% Add +2.9% 2,104 $181K
Avior Wealth Management, LLC 0.01% Add +693.1% 2,062 $178K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,065 $175K
CVA Family Office, LLC 0.03% Reduce -9.0% 2,007 $173K
Independence Bank of Kentucky 0.05% No change 2,000 $172K
McIlrath & Eck, LLC 0.03% Add +4.9% 1,979 $170K
FinTrust Capital Advisors, LLC 0.03% Add +10.3% 1,971 $170K
Gradient Investments LLC 0.00% Reduce -62.5% 1,971 $170K
Cassady Schiller Wealth Management, LLC 0.07% Add +1.3% 1,944 $167K
Pacific Center for Financial Services 0.04% No change 1,825 $157K
Larson Financial Group LLC 0.01% Reduce -14.3% 1,801 $155K
SYSTM Wealth Solutions LLC 0.02% Reduce -2.6% 1,791 $154K
Manchester Capital Management LLC 0.02% Add +10.7% 1,786 $154K
TCTC Holdings, LLC 0.01% No change 1,761 $152K
American National Bank & Trust 0.02% Add +6900.0% 1,750 $151K
Hills Bank & Trust Co 0.01% New 1,748 $151K
Badgley Phelps Wealth Managers, LLC 0.00% New 1,744 $150K
Bogart Wealth, LLC 0.01% Add +7.8% 1,650 $142K
WASHINGTON TRUST Co 0.01% Add +3.5% 1,645 $142K
Norwood Financial Corp 0.20% Add +34.6% 1,607 $138K
Smartleaf Asset Management LLC 0.03% Add +664.1% 1,597 $135K
Grove Bank & Trust 0.02% Reduce -82.6% 1,526 $131K
Palisade Asset Management, LLC 0.01% New 1,495 $129K
M&R Capital Management Inc. 0.03% No change 1,490 $128K
Key Financial Inc 0.03% No change 1,470 $127K
S.A. Mason LLC 0.08% No change 1,465 $126K
Nemes Rush Group LLC 0.02% No change 1,403 $121K
Wellington Shields Capital Management, LLC 0.02% New 1,380 $119K
Tsfg, LLC 0.03% Add +0.3% 1,368 $118K
Blume Capital Management, Inc. 0.03% No change 1,350 $116K
Westside Investment Management, Inc. 0.03% No change 1,337 $115K
Northwest Investment Counselors, LLC 0.03% New 1,327 $114K
JFS Wealth Advisors, LLC 0.01% Add +2.2% 1,327 $114K
Horizon Bancorp Inc. 0.05% No change 1,265 $109K
Arax Advisory Partners 0.01% Add +53.3% 1,263 $109K
Global Assets Advisory, LLC 0.07% New 1,285 $109K
AllSquare Wealth Management LLC 0.06% No change 1,260 $108K
Heritage Wealth Advisors 0.00% Add +26.1% 1,257 $108K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,247 $107K
Princeton Global Asset Management LLC 0.03% Reduce -23.0% 1,236 $106K
Acima Private Wealth, LLC 0.04% No change 1,224 $105K
SOA Wealth Advisors, LLC. 0.02% Reduce -0.9% 1,156 $100K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +3.2% 1,129 $97K
LFA - Lugano Financial Advisors SA 0.07% Add +772.1% 1,125 $97K
Tompkins Financial Corp. 0.01% Add +0.7% 1,119 $96K
MCF Advisors LLC 0.01% Add +3.3% 1,087 $94K
Venturi Wealth Management, LLC 0.01% Add +67.6% 1,064 $92K
Wellington Shields & Co., LLC 0.03% New 1,050 $90K
Perkins Coie Trust Co 0.02% Reduce -28.4% 1,040 $90K
SRH Advisors, LLC 0.03% Add +3.9% 1,039 $89K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $87K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $86K
Financial Avengers, Inc. 0.05% Reduce -9.1% 1,011 $85K
Resources Management Corp. /CT/ 0.01% No change 978 $84K
Dakota Community Bank & Trust NA 0.44% New 951 $82K
Impact Partnership Wealth, LLC 0.03% Reduce -16.5% 950 $82K
Valley National Advisers Inc. 0.01% Add +4.4% 951 $81K
PSI Advisors, LLC 0.03% Add +12.8% 940 $81K
Evermay Wealth Management LLC 0.01% Add +4821.1% 935 $80K
Stephens Consulting, LLC 0.02% No change 925 $80K
Deseret Mutual Benefit Administrators 0.04% Add +7.3% 894 $77K
Capital Advisors, Ltd. LLC 0.01% Add +27.4% 869 $75K
Tortoise Investment Management, LLC 0.01% Add +61.0% 860 $74K
WFA Asset Management Corp 0.04% Add +1.1% 853 $73K
Blue Bell Private Wealth Management, LLC 0.02% Add +0.2% 837 $72K
Financial Freedom, LLC 0.04% Add +0.2% 835 $72K
Duncker Streett & Co. Inc. 0.01% Reduce -37.5% 833 $72K
Clearstead Trust, LLC 0.02% No change 819 $71K
Tyler-Stone Wealth Management 0.03% No change 808 $70K
Sittner & Nelson, LLC 0.03% No change 794 $68K
Front Row Advisors LLC 0.03% Add +532.8% 791 $68K
Addison Advisors LLC 0.02% Add +0.4% 786 $68K
Arrow Financial Corp 0.01% Reduce -11.6% 765 $66K
Cyrus J. Lawrence, LLC 0.01% — 756 $65K
Cape Investment Advisory, Inc. 0.03% Reduce -57.7% 750 $65K
Operose Advisors LLC 0.02% No change 742 $64K
Smithfield Trust Co 0.00% No change 742 $63K
Sugarloaf Wealth Management, LLC 0.01% Reduce -36.8% 728 $63K
Avalon Trust Co 0.01% No change 722 $62K
Riverview Trust Co 0.05% New 720 $62K
Emfo, LLC 0.06% No change 719 $62K
Atticus Wealth Management, LLC 0.02% No change 666 $57K
First United Bank & Trust 0.02% Reduce -7.5% 654 $56K
Frazier Financial Advisors, LLC 0.05% Add +100.0% 650 $56K
Webster Bank, N. A. 0.01% No change 650 $56K
Adirondack Trust Co. 0.02% No change 625 $54K
Cypress Capital Management LLC (WY) 0.06% No change 600 $52K
DT Investment Partners, LLC 0.01% No change 593 $51K
IFS Advisors, LLC 0.04% No change 571 $49K
BOK Financial Private Wealth, Inc. 0.00% Reduce -76.1% 567 $49K
CKW Financial Group 0.01% New 550 $47K
Byrne Asset Management LLC 0.04% Add +8.0% 540 $46K
Versant Capital Management, Inc 0.01% No change 539 $46K
Plante Moran Financial Advisors, LLC 0.01% No change 539 $46K
Rational Advisors, Inc. 0.00% New 538 $46K
Janiczek Wealth Management, LLC 0.01% Reduce -34.3% 529 $46K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 528 $45K
Bangor Savings Bank 0.00% No change 524 $45K
Winthrop Capital Management, LLC 0.02% Add +12.1% 520 $45K
Beacon Capital Management, LLC 0.01% Reduce -38.7% 522 $45K
Oakworth Capital, Inc. 0.00% No change 521 $45K
Pin Oak Investment Advisors Inc. 0.04% No change 508 $44K
Lowe Wealth Advisors, LLC 0.02% No change 511 $44K
Atlas Capital Advisors Inc. 0.01% No change 506 $44K
Aspire Private Capital, LLC 0.01% Add +0.6% 504 $43K
TFC Financial Management, Inc. 0.01% Reduce -12.9% 501 $43K
Piscataqua Savings Bank 0.04% No change 500 $43K
Catalyst Capital Advisors LLC 0.00% New 499 $43K
Barrett & Company, Inc. 0.02% Add +0.2% 498 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 490 $42K
Future Financial Wealth Managment LLC 0.03% New 482 $41K
JNBA Financial Advisors 0.00% No change 479 $41K
Boyd Watterson Asset Management LLC 0.01% No change 460 $40K
Silvant Capital Management LLC 0.00% No change 439 $38K
First Financial Corp. 0.02% Reduce -30.6% 430 $37K
First Personal Financial Services 0.01% No change 426 $37K
Morton Brown Family Wealth, LLC 0.02% New 424 $37K
Foster Dykema Cabot & Partners, LLC 0.00% No change 403 $35K
Main Street Group, LTD 0.02% Add +67.9% 403 $34K
Global Financial Private Client, LLC 0.01% No change 400 $34K
Pingora Partners LLC 0.02% Add +28.3% 385 $33K
West Oak Capital, LLC 0.01% No change 360 $31K
FSC Wealth Advisors, LLC 0.02% Reduce -0.3% 350 $30K
Financial Perspectives, Inc 0.01% No change 349 $30K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -33.5% 356 $30K
Wetzel Investment Advisors, Inc. 0.02% Reduce -7.7% 360 $30K
University of Texas/Texas Am Investment Management Co. 0.01% No change 365 $30K
Birchbrook, Inc. 0.02% Add +0.3% 338 $29K
FRG Family Wealth Advisors LLC 0.01% New 330 $28K
MV Capital Management, Inc. 0.00% Reduce -5.3% 323 $28K
REAP Financial Group, LLC 0.01% Add +54.8% 322 $28K
West Paces Advisors Inc. 0.01% Add +5.6% 320 $28K
Rise Advisors, LLC 0.01% New 318 $27K
Union Savings Bank 0.01% Add +32.6% 305 $26K
Canton Hathaway, LLC 0.01% No change 300 $26K
Denali Advisors LLC 0.01% New 300 $26K
Kelly Financial Services LLC 0.01% Add +1.0% 291 $25K
Briaud Financial Planning Inc 0.01% New 288 $25K
Covestor Ltd 0.02% Reduce -3.2% 275 $24K
Burkett Financial Services, LLC 0.01% Add +0.8% 269 $23K
TD Capital Management LLC 0.00% Reduce -48.8% 269 $23K
Chelsea Counsel Co. 0.01% No change 260 $22K
Carmichael Hill & Associates, Inc. 0.01% No change 245 $21K
Crewe Advisors LLC 0.00% New 240 $21K
West Branch Capital LLC 0.01% No change 238 $20K
Bruce G. Allen Investments, LLC 0.02% Reduce -7.9% 234 $20K
Dynamic Wealth Strategies, LLC 0.02% No change 227 $20K
Prestige Wealth Management Group LLC 0.00% Reduce -16.1% 204 $18K
Wolff Wiese Magana LLC 0.01% No change 201 $17K
Chesapeake Asset Management LLC 0.02% Reduce -20.0% 200 $17K
FSA Wealth Management LLC 0.01% No change 200 $17K
Trust Co 0.00% No change 200 $17K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +3880.0% 199 $17K
Roble, Belko & Company, Inc 0.00% No change 200 $17K
Loomis Sayles & Co. L P 0.00% Reduce -51.8% 203 $17K
Private Ocean, LLC 0.00% Add +23.3% 196 $17K
Christopher J. Hasenberg, Inc 0.01% New 191 $16K
Glen Eagle Advisors, LLC 0.00% No change 190 $16K
Chilton Capital Management LLC 0.00% Reduce -39.6% 189 $16K
McClarren Financial Advisors, Inc. 0.01% Add +1.7% 176 $16K
GW&K Investment Management, LLC 0.00% Add +3.3% 189 $16K
GoalVest Advisory LLC 0.01% Reduce -57.2% 182 $16K
ORG Partners LLC 0.03% Reduce -89.2% 185 $16K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.1% 181 $16K
HHM Wealth Advisors, LLC 0.00% Reduce -38.4% 180 $15K
Washington Trust Advisors, Inc. 0.00% No change 180 $15K
Bell Investment Advisors, Inc 0.00% Add +2.3% 176 $15K
Advantage Trust Co 0.01% No change 175 $15K
Founders Capital Management 0.01% No change 173 $15K
Sound Income Strategies, LLC 0.00% Reduce -75.5% 164 $14K
Scarborough Advisors, LLC 0.01% Add +14.0% 163 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 150 $13K
Beaird Harris Wealth Management, LLC 0.00% Add +47.1% 150 $13K
Cornerstone Planning Group LLC 0.00% Reduce -54.7% 145 $13K
Optiver Holding B.V. 0.00% New 146 $13K
Pineridge Advisors LLC 0.00% Add +436.0% 134 $12K
SJS Investment Consulting Inc. 0.00% Add +1000.0% 132 $11K
WR Wealth Planners, LLC 0.00% New 132 $11K
Baldwin Wealth Partners LLC 0.00% No change 129 $11K
Compass Wealth Management LLC 0.00% Reduce -38.4% 125 $11K
Laurel Wealth Advisors LLC 0.00% New 118 $10K
Financial Management Professionals, Inc. 0.00% Add +6.6% 113 $10K
Retirement Group, LLC 0.00% Add +0.9% 113 $10K
Annapolis Financial Services, LLC 0.00% No change 112 $10K
Proffitt & Goodson Inc. 0.00% No change 109 $9K
Semmax Financial Advisors Inc. 0.00% No change 100 $9K
WealthCollab, LLC 0.01% Reduce -19.2% 101 $9K
nVerses Capital, LLC 0.02% New 100 $9K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $9K
Estabrook Capital Management 0.00% No change 100 $9K
Oliver Lagore Vanvalin Investment Group 0.00% Add +47.7% 96 $8K
NewSquare Capital LLC 0.00% No change 93 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Add +19.7% 91 $8K
New England Capital Financial Advisors LLC 0.00% No change 86 $7K
General Partner, Inc. 0.00% No change 85 $7K
Eagle Bay Advisors LLC 0.00% Add +55.6% 84 $7K
RFP Financial Group LLC 0.00% Reduce -50.9% 82 $7K
Highline Wealth Partners LLC 0.00% No change 80 $7K
Kiely Wealth Advisory Group, Inc. 0.00% No change 77 $7K
Montag A & Associates Inc. 0.00% New 75 $6K
Aspect Partners, LLC 0.01% No change 74 $6K
EnRich Financial Partners LLC 0.00% New 69 $6K
MidAtlantic Capital Management, Inc. 0.01% No change 68 $6K
Thompson Investment Management, Inc. 0.00% No change 68 $6K
CGC Financial Services, LLC 0.00% New 61 $5K
Abound Wealth Management 0.00% No change 59 $5K
Clear Point Advisors Inc. 0.00% No change 53 $5K
Private Wealth Management Group, LLC 0.00% Reduce -77.1% 48 $4K
Ulland Investment Advisors, LLC 0.00% No change 50 $4K
Avion Wealth 0.00% Add +50.0% 39 $4K
Logan Capital Management Inc. 0.00% No change 45 $4K
Planning Capital Management Corp 0.00% No change 44 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -99.2% 44 $4K
Institutional & Family Asset Management, LLC 0.00% No change 40 $3K
Dunhill Financial, LLC 0.00% Add +21.2% 40 $3K
LRI Investments, LLC 0.00% — 39 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $3K
Rakuten Securities, Inc. 0.00% Add +60.9% 37 $3K
Penserra Capital Management LLC 0.00% Reduce -98.3% 42 $3K
Mb, Levis & Associates, LLC 0.00% No change 33 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $3K
Mma Asset Management LLC 0.00% New 27 $2K
Sachetta, LLC 0.00% No change 27 $2K
Hollencrest Capital Management 0.00% No change 24 $2K
Northwest Capital Management Inc 0.00% No change 23 $2K
Creekmur Asset Management LLC 0.00% New 17 $1K
Core Alternative Capital 0.00% Reduce -90.5% 17 $1K
USA Financial Formulas 0.00% Reduce -98.7% 17 $1K
AlphaQuest LLC 0.00% New 16 $1K
Tradewinds Capital Management, LLC 0.00% No change 15 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 15 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Nvwm, LLC 0.00% New 11 $947
Cedar Mountain Advisors, LLC 0.00% No change 11 $947
True Wealth Design, LLC 0.00% Add +66.7% 10 $861
Frank, Rimerman Advisors LLC 0.00% No change 8 $689
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $689
WestEnd Advisors, LLC 0.00% No change 8 $689
Arlington Trust Co LLC 0.00% Reduce -63.2% 7 $603
America First Investment Advisors, LLC 0.00% No change 6 $517
Valued Wealth Advisors LLC 0.00% Reduce -33.3% 2 $173

"% of holder's portfolio" is AEP's weight in each manager's 13F, not the share of American Electric Power the manager owns.