American Electric PowerAEP

13F holders, Q3 2025 (September 30)
1,716holders +80
169new positions
76sold out
10famous investors
$112.46avg. 13F price*

At the end of Q3 2025, 1,716 institutions reported holding American Electric Power (AEP) in their 13F filings, up 80 from Q2 2025. 169 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($5.8B), BlackRock, Inc. ($5.2B) and State Street Corp. ($3.3B). 10 famous investors held it, including Carl Icahn (1.5% of Icahn Capital's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions169$397.8M
Exits76$341.6M

All 13F filers, Q2 2025 → Q3 2025: 30,177,819 shares bought and 23,453,851 shares sold, net +6,723,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,716 holders

Vanguard Group Inc. 0.09% Reduce -1.5% 51,668,307 $5.8B
BlackRock, Inc. 0.09% Add +2.3% 45,889,073 $5.2B
State Street Corp. 0.11% Add +1.4% 28,922,911 $3.3B
GQG Partners LLC 3.27% Reduce -5.6% 18,908,983 $2.1B
Wellington Management Group LLP 0.33% Reduce -6.1% 16,597,887 $1.9B
Morgan Stanley 0.10% Add +2.5% 14,389,979 $1.6B
Geode Capital Management, LLC 0.10% Add +2.9% 13,740,459 $1.5B
Barclays PLC 0.44% Add +54.6% 10,568,934 $1.2B
Dodge & Cox 0.58% Reduce -0.5% 9,523,516 $1.1B
Invesco Ltd. 0.13% Reduce -5.5% 7,375,217 $829.7M
Royal Bank of Canada 0.14% Add +7.0% 6,900,403 $776.3M
Ameriprise Financial Inc. 0.16% Add +26.8% 6,084,813 $684.8M
Bank of America Corp. 0.05% Add +7.7% 5,852,444 $658.4M
Nuveen, LLC 0.17% Add +2.8% 5,637,275 $634.2M
Victory Capital Management Inc. 0.35% Add +105.6% 5,379,342 $595.2M
Alliancebernstein L.P. 0.19% Add +8.0% 5,223,848 $587.7M
Legal & General Group Plc 0.13% Add +4.4% 5,129,468 $577.1M
Northern Trust Corp. 0.07% Reduce -0.2% 4,747,885 $534.1M
Allspring Global Investments Holdings, LLC 0.85% Reduce -1.6% 4,683,939 $528.1M
Massachusetts Financial Services Co. 0.16% Reduce -3.3% 4,632,163 $521.1M
Wells Fargo & Company 0.10% Reduce -3.9% 4,323,708 $486.4M
Soroban Capital Partners LP 3.70% No change 4,004,686 $450.5M
FMR LLC 0.02% Reduce -5.1% 3,851,701 $433.3M
Federated Hermes, Inc. 0.76% Reduce -0.1% 3,826,858 $430.5M
Amundi 0.13% Reduce -3.2% 3,577,687 $413.8M
Bank of New York Mellon Corp 0.07% Add +0.8% 3,654,322 $411.1M
Goldman Sachs Group Inc. 0.06% Add +0.4% 3,652,244 $410.9M
Charles Schwab Investment Management Inc. 0.06% Add +0.5% 3,377,423 $380.0M
Envestnet Asset Management Inc. 0.11% Reduce -0.4% 3,359,755 $378.0M
Raymond James Financial Inc. 0.12% Reduce -0.6% 3,258,138 $366.5M
Citigroup Inc. 0.25% Add +56.0% 3,248,356 $365.4M
UBS Group AG 0.07% Add +26.5% 3,059,979 $344.2M
JPMorgan Chase & Co. 0.02% Add +3.1% 2,790,151 $313.9M
AQR Capital Management 0.18% Add +118.2% 2,585,605 $286.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -14.3% 2,272,785 $255.7M
Mitsubishi UFJ Trust & Banking Corp 0.55% Reduce -16.4% 2,234,128 $251.3M
Marshall Wace, LLP 0.27% Add +15.2% 2,177,718 $245.0M
ANTIPODES PARTNERS Ltd 5.49% Add +92.3% 2,176,088 $244.8M
Bessemer Group Inc. 0.37% Add +22.5% 2,159,456 $242.9M
Bank of Montreal 0.10% Add +5.1% 2,033,582 $228.8M
HighTower Advisors, LLC 0.25% Add +3.4% 1,975,997 $222.3M
First Trust Advisors LP 0.17% Add +0.0% 1,970,822 $221.7M
National Pension Service 0.17% Add +1.3% 1,919,442 $215.9M
Two Sigma Investments, LP 0.32% Add +60.2% 1,771,231 $199.3M
Dimensional Fund Advisors LP 0.04% Add +2.3% 1,713,234 $192.7M
California Public Employees Retirement System 0.11% Reduce -17.7% 1,653,527 $186.0M
Swiss National Bank 0.10% Reduce -4.7% 1,539,900 $173.2M
Macquarie Group Ltd. 0.20% Reduce -25.4% 1,486,975 $167.3M
Capital Research Global Investors 0.03% Add +0.6% 1,472,210 $165.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +5.5% 1,458,941 $164.1M
Qube Research & Technologies Ltd 0.22% Add +244.2% 1,350,498 $151.9M
LPL Financial LLC 0.04% Add +6.2% 1,337,146 $150.4M
Canada Pension Plan Investment Board 0.11% Add +214.2% 1,333,830 $150.1M
Franklin Resources Inc. 0.04% Reduce -4.0% 1,320,001 $147.3M
Russell Investments Group, Ltd. 0.16% Add +3.0% 1,230,129 $138.4M
Icahn Capital 1.48% No change 1,205,300 $135.6M
Chevy Chase Trust Holdings, LLC 0.36% Add +12.9% 1,179,427 $132.7M
Johnson Investment Counsel Inc. 1.10% Add +0.1% 1,171,506 $131.8M
Huntington National Bank 1.05% Add +3.0% 1,139,009 $128.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +5.1% 1,114,080 $125.3M
Energy Income Partners, LLC 2.37% Reduce -0.1% 1,091,858 $122.8M
HSBC Holdings PLC 0.07% Reduce -18.0% 1,065,645 $119.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.60% Add +3.0% 1,060,117 $119.3M
Crawford Investment Counsel Inc. 1.96% Reduce -12.8% 1,046,775 $117.8M
Deutsche Bank AG 0.04% Reduce -31.8% 1,035,889 $116.5M
Mawer Investment Management Ltd. 0.60% Reduce -4.9% 1,035,159 $116.5M
Prudential Financial Inc. 0.14% Add +66.1% 1,020,544 $114.8M
Stifel Financial Corp. 0.10% Add +4.2% 993,814 $111.8M
Point72 Asset Management 0.26% New 993,435 $111.8M
Zimmer Partners, LP 2.47% Reduce -64.9% 897,134 $100.9M
Rhumbline Advisers 0.08% Reduce -2.7% 889,448 $100.1M
Ferguson Wellman Capital Management, Inc. 1.55% Add +52.1% 851,281 $95.8M
Worldquant Millennium Advisors LLC 0.41% Add +39.7% 846,306 $95.2M
Empower Advisory Group, LLC 0.26% Add +2.1% 841,751 $94.7M
Renaissance Technologies 0.12% Add +3531.5% 786,900 $88.5M
Janus Henderson Group PLC 0.04% Add +1546.1% 784,876 $88.3M
Manufacturers Life Insurance Company, The 0.07% Add +4.5% 783,085 $88.1M
Zacks Investment Management 0.70% Add +0.4% 778,866 $87.6M
T. Rowe Price Associates Inc. 0.01% Reduce -0.1% 777,399 $87.5M
Duff & Phelps Investment Management Co. 0.97% No change 762,162 $85.7M
Epoch Investment Partners, Inc. 0.47% Reduce -2.4% 756,700 $85.1M
ProShare Advisors LLC 0.16% Reduce -18.6% 676,830 $76.1M
BNP Paribas Financial Markets 0.06% Reduce -5.5% 671,929 $75.6M
M&T Bank Corp 0.25% Reduce -3.9% 667,178 $75.1M
Alpha Cubed Investments, LLC 2.61% Add +1.0% 665,602 $74.9M
Commerce Bank 0.41% Add +2.0% 658,827 $74.1M
Principal Financial Group Inc. 0.04% Reduce -0.3% 649,707 $73.1M
Baird Financial Group, Inc. 0.12% Reduce -0.6% 647,560 $72.9M
California State Teachers Retirement System 0.07% Add +0.2% 644,695 $72.5M
First Financial Bankshares Inc 1.46% Add +0.7% 633,084 $71.2M
Citadel Advisors 0.06% Reduce -61.0% 615,846 $69.3M
Gabelli Funds LLC 0.47% Reduce -1.1% 609,350 $68.6M
Neuberger Berman Group LLC 0.05% Add +17.9% 595,495 $67.0M
Sei Investments Co. 0.07% Add +15.9% 562,015 $63.2M
Bollard Group LLC 1.56% Add +5.7% 560,129 $63.0M
STRS Ohio 0.23% Add +35.5% 558,119 $62.8M
New York State Common Retirement Fund 0.07% Reduce -7.0% 514,681 $57.9M
Jennison Associates LLC 0.03% Reduce -44.3% 514,249 $57.9M
Mariner, LLC 0.07% Add +7.8% 508,802 $57.2M
Mackenzie Financial Corp. 0.07% Add +3.3% 504,599 $56.8M
PNC Financial Services Group, Inc. 0.03% Add +1.2% 500,812 $56.3M
Munich Reinsurance Co Stock Corp in Munich 1.40% — 494,747 $55.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.9% 483,244 $54.4M
Vaughan David Investments LLC 1.16% Reduce -0.6% 478,044 $53.8M
New York State Teachers Retirement System 0.10% Add +12.3% 470,955 $53.0M
Wealth Enhancement Advisory Services, LLC 0.08% Add +5.1% 443,149 $52.3M
Natixis Advisors, LLC 0.07% Add +3.6% 453,829 $51.1M
Assenagon Asset Management S.A. 0.07% Reduce -65.6% 427,829 $48.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% New 403,790 $45.4M
Nexus Investment Management ULC 6.30% Add +0.0% 394,544 $44.4M
Eastern Bank 0.78% Add +0.9% 390,466 $43.9M
ZWJ Investment Counsel Inc. 1.55% Reduce -2.7% 389,180 $43.8M
Two Sigma Advisers, LP 0.09% Reduce -69.7% 388,200 $43.7M
Old Republic International Corp. 1.54% No change 369,300 $41.5M
Gateway Investment Advisers LLC 0.40% Reduce -0.1% 368,217 $41.4M
Jane Street Group, LLC 0.05% New 362,860 $40.8M
Scotia Capital Inc. 0.17% Add +7.5% 356,350 $40.1M
Magellan Asset Management Ltd 0.46% Add +7.0% 341,698 $38.4M
Ensign Peak Advisors, Inc 0.06% Reduce -1.4% 341,619 $38.4M
Capital Fund Management S.A. 0.38% Reduce -20.1% 336,097 $37.8M
Creative Planning 0.03% Add +10.1% 332,894 $37.5M
National Bank of Canada 0.04% Reduce -74.5% 323,561 $36.4M
Korea Investment CORP 0.07% Reduce -1.4% 318,349 $35.8M
CIBC Asset Management Inc 0.10% Add +0.8% 314,743 $35.4M
D. E. Shaw & Co. 0.03% Reduce -41.4% 313,089 $35.2M
Lazard Asset Management LLC 0.05% Reduce -90.3% 311,097 $35.0M
GW Henssler & Associates Ltd. 1.74% Add +0.2% 309,209 $34.8M
Nomura Asset Management Co. Ltd. 0.09% Reduce -0.5% 300,045 $33.8M
Truist Financial Corp. 0.05% Reduce -2.1% 299,642 $33.7M
Cetera Investment Advisers 0.04% Add +36.5% 291,004 $32.7M
TD Asset Management Inc 0.03% Reduce -3.4% 290,604 $32.7M
State of Wisconsin Investment Board 0.07% Reduce -6.2% 288,826 $32.5M
Stack Financial Management, Inc 2.69% Reduce -1.3% 287,654 $32.4M
Commonwealth Equity Services, LLC 0.04% Reduce -13.3% 287,540 $32.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +26.1% 284,731 $32.0M
CANADA LIFE ASSURANCE Co 0.05% Add +5.6% 291,006 $31.9M
NEOS Investment Management LLC 0.24% Add +57.4% 279,893 $31.5M
Regions Financial Corp. 0.20% Add +3.5% 279,220 $31.4M
Osaic Holdings, Inc. 0.04% Reduce -1.1% 279,266 $31.0M
Guggenheim Capital LLC 0.23% Reduce -16.6% 272,979 $30.7M
Rockefeller Capital Management L.P. 0.06% Add +1.4% 271,386 $30.5M
American Century Companies Inc. 0.02% Add +9.7% 268,757 $30.2M
Cwm, LLC 0.09% Add +807.5% 263,751 $29.7M
Bank of Nova Scotia 0.05% Add +129.2% 250,889 $28.2M
&partners 0.18% Add +19.6% 250,518 $28.2M
Forsta Ap-Fonden 0.17% Add +50.8% 250,300 $28.2M
Pictet Asset Management Holding SA 0.03% Reduce -24.6% 247,808 $27.9M
Cullen/Frost Bankers, Inc. 0.32% Add +0.2% 244,537 $27.5M
Fifth Third Bancorp 0.09% Add +3.1% 243,824 $27.4M
Swiss Life Asset Management Ltd 0.14% Add +28.0% 243,194 $27.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.68% No change 241,226 $27.1M
Treasurer of the State of North Carolina 0.08% Reduce -41.4% 240,547 $27.1M
Public Employees Retirement System of Ohio 0.09% Add +1.2% 238,439 $26.8M
Janney Montgomery Scott LLC 0.06% Add +0.9% 238,080 $26.8M
Daiwa Securities Group Inc. 0.09% Add +15.7% 236,948 $26.7M
Quantinno Capital Management LP 0.07% Add +38.3% 235,997 $26.5M
Toronto Dominion Bank 0.05% Reduce -37.5% 232,688 $26.2M
US Bancorp \de 0.03% Reduce -1.6% 222,039 $25.0M
Asset Management One Co., Ltd. 0.07% Add +1.2% 221,240 $24.9M
Heathbridge Capital Management Ltd. 9.50% Reduce -1.0% 220,050 $24.8M
Aberdeen Group plc 0.04% Reduce -40.6% 218,751 $24.6M
Systematic Alpha Investments, LLC 0.80% No change 217,000 $24.4M
Acadian Asset Management LLC 0.04% New 216,987 $24.4M
Northwest & Ethical Investments L.P. 0.56% Reduce -2.7% 211,974 $23.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +13.6% 210,803 $23.7M
Van Eck Associates Corp. 0.02% Add +10.3% 204,026 $23.0M
Willis Investment Counsel 1.25% Add +0.3% 203,538 $22.9M
Mn Services Vermogensbeheer B.V. 0.15% Add +1.2% 202,000 $22.7M
State of Tennessee, Department of Treasury 0.07% Reduce -12.3% 195,776 $22.0M
Godsey & Gibb, Inc. 1.91% Reduce -0.5% 192,482 $21.7M
Matrix Asset Advisors Inc. 1.99% Add +0.1% 191,116 $21.5M
State of New Jersey Common Pension Fund D 0.08% Add +1.6% 185,082 $20.8M
Cerity Partners LLC 0.03% Add +59.7% 184,988 $20.8M
Silvercrest Asset Management Group LLC 0.14% Add +47.3% 181,624 $20.4M
Millennium Management 0.02% Reduce -76.4% 180,304 $20.3M
Resona Asset Management Co.,Ltd. 0.10% Reduce -3.5% 179,167 $20.1M
Allianz Asset Management GmbH 0.02% Reduce -28.4% 178,052 $20.0M
Mercer Global Advisors Inc. 0.03% Add +19.7% 175,843 $19.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -14.7% 174,893 $19.7M
AE Wealth Management LLC 0.12% Add +6.1% 174,102 $19.6M
Comerica Bank 0.07% Add +1.6% 172,577 $19.4M
Rafferty Asset Management, LLC 0.06% Reduce -1.4% 170,662 $19.2M
Martingale Asset Management L P 0.48% Reduce -7.8% 169,525 $19.1M
MML Investors Services, LLC 0.05% Add +6.8% 167,900 $18.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +9.3% 162,146 $18.2M
O'shaughnessy Asset Management, LLC 0.11% Add +13.1% 161,540 $18.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +3.5% 159,491 $17.9M
Jones Financial Companies LLLP 0.01% Add +25.1% 161,508 $17.6M
Corient Private Wealth LP 0.03% Add +8.8% 159,373 $17.6M
Arizona State Retirement System 0.09% Reduce -0.1% 156,004 $17.6M
Allen Mooney & Barnes Investment Advisors LLC 2.63% Add +0.9% 150,172 $16.9M
Susquehanna International Group, LLP 0.02% Add +23.7% 147,834 $16.6M
State of Michigan Retirement System 0.08% Reduce -0.4% 144,658 $16.3M
Capital Analysts, LLC 0.47% Add +5.6% 144,142 $16.2M
Trexquant Investment LP 0.17% New 142,752 $16.1M
Randolph Co Inc 1.55% Add +0.7% 142,108 $16.0M
Hudson Bay Capital Management LP 0.11% Reduce -51.5% 140,770 $15.8M
Calamos Advisors LLC 0.09% No change 140,708 $15.8M
Nissay Asset Management Corp. /Japan 0.09% Add +1.8% 137,837 $15.5M
Czech National Bank 0.11% Add +4.0% 135,827 $15.3M
Advisory Research Inc. 1.97% Add +17.5% 133,649 $15.0M
MetLife Investment Management, LLC 0.07% New 132,692 $14.9M
Gradient Investments LLC 0.25% Add +4026.0% 132,527 $14.9M
F&V Capital Management, LLC 3.28% Reduce -0.2% 130,012 $14.6M
Balyasny Asset Management L.P. 0.03% Add +987.4% 129,272 $14.5M
DekaBank Deutsche Girozentrale 0.02% No change 131,773 $14.5M
Robeco Institutional Asset Management B.V. 0.02% Add +737.7% 127,234 $14.3M
Bokf, NA 0.22% Add +0.4% 127,062 $14.3M
Haverford Trust Co 0.13% Reduce -2.6% 125,790 $14.2M
Steward Partners Investment Advisory, LLC 0.08% Add +38.2% 125,751 $14.1M
Cibc World Market Inc. 0.03% Reduce -61.8% 124,693 $14.0M
Edgemoor Investment Advisors, Inc. 1.07% Reduce -0.4% 122,533 $13.8M
Brookstone Capital Management 0.16% Reduce -5.3% 121,972 $13.7M
Stephens Inc. 0.17% Add +0.1% 119,628 $13.5M
Pinnacle Financial Partners Inc 0.32% Add +16.6% 119,284 $13.4M
Illinois Municipal Retirement Fund 0.17% Add +18.3% 118,758 $13.4M
Wealthfront Advisers LLC 0.03% Add +8.4% 115,893 $13.0M
IFM Investors Pty Ltd 0.11% Add +0.9% 119,287 $13.0M
Public Sector Pension Investment Board 0.05% Add +4.9% 115,318 $13.0M
QRG Capital Management, Inc. 0.16% Reduce -22.3% 114,300 $12.9M
Retirement Systems of Alabama 0.04% Reduce -0.5% 114,081 $12.8M
U.S. Capital Wealth Advisors, LLC 0.34% Add +2.8% 111,515 $12.5M
Van Lanschot Kempen Investment Management N.V. 0.11% New 107,960 $12.1M
Employees Retirement System of Texas 0.11% Reduce -24.4% 107,319 $12.1M
Sequoia Financial Advisors, LLC 0.07% Add +4.9% 106,910 $12.0M
GF Fund Management Co. LTD. 0.22% Reduce -28.9% 106,391 $12.0M
Argent Trust Co 0.42% Add +35.0% 104,561 $11.8M
RWC Asset Management LLP 0.66% Reduce -0.3% 104,427 $11.7M
Amalgamated Bank 0.08% Reduce -1.7% 103,781 $11.7M
Ieq Capital, LLC 0.04% Add +1727.2% 103,691 $11.7M
Teacher Retirement System of Texas 0.05% Add +10.7% 103,587 $11.7M
Skba Capital Management LLC 1.60% Add +1.5% 103,040 $11.6M
Captrust Financial Advisors 0.02% Add +8.6% 102,851 $11.6M
Kestra Advisory Services, LLC 0.05% Add +79.5% 100,388 $11.3M
General American Investors Co. Inc. 0.70% New 100,000 $11.3M
Lockheed Martin Investment Management Co. 0.41% Add +7.4% 99,600 $11.2M
Investment Management Corp of Ontario 0.17% Add +5.7% 97,800 $11.0M
Greenland Capital Management LP 1.74% New 95,670 $10.8M
Whittier Trust Co. 0.12% Add +2.0% 93,181 $10.6M
CIBC Bancorp USA Inc. 0.06% — 93,343 $10.5M
Midwest Trust Co 0.14% Add +2.6% 93,010 $10.5M
Y-Intercept (Hong Kong) Ltd 0.25% Add +117.1% 91,426 $10.3M
Empowered Funds, LLC 0.10% Add +32.0% 89,819 $10.1M
Nomura Holdings Inc. 0.05% Add +57.5% 89,546 $10.1M
Utah Retirement Systems 0.10% Add +0.6% 88,411 $9.9M
iA Global Asset Management Inc. 0.14% Add +48.5% 87,856 $9.9M
First American Bank 0.62% Add +1.3% 87,819 $9.9M
Voya Investment Management LLC 0.01% Reduce -18.1% 87,712 $9.9M
Engineers Gate Manager LP 0.11% Add +765.8% 86,331 $9.7M
Police & Firemen's Retirement System of New Jersey 0.08% Add +6.0% 86,157 $9.7M
First National Trust Co 0.32% Reduce -5.0% 83,850 $9.4M
Glenmede Investment Management, LP 0.05% New 83,479 $9.4M
Pacer Advisors, Inc. 0.02% Reduce -14.3% 82,359 $9.3M
USS Investment Management Ltd 0.04% No change 81,975 $9.2M
Atria Investments, Inc 0.11% Add +1.8% 81,812 $9.2M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.7% 81,800 $9.2M
Stolper Co 2.73% Reduce -0.1% 79,952 $9.0M
AXA Investment Managers S.A. 0.02% — 78,274 $8.8M
Edgestream Partners, L.P. 0.25% Add +180.8% 77,300 $8.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +0.3% 77,149 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.6% 76,772 $8.6M
Xponance LLC 0.07% Reduce -9.8% 76,733 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -5.8% 76,718 $8.6M
Salem Investment Counselors Inc. 0.25% Add +4.9% 76,654 $8.6M
CIBC Private Wealth Group LLC 0.01% Add +2.9% 74,517 $8.4M
Goelzer Investment Management, Inc. 0.44% Reduce -2.2% 74,485 $8.4M
TD Private Client Wealth LLC 0.18% Reduce -7.2% 72,851 $8.2M
New York Life Investment Management LLC 0.07% Reduce -0.1% 72,654 $8.2M
Woodline Partners LP 0.04% Add +22.3% 70,679 $8.0M
Venture Visionary Partners LLC 0.27% Add +2.6% 69,992 $7.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.6% 69,716 $7.8M
Soltis Investment Advisors LLC 0.54% Add +4.6% 69,653 $7.8M
Hudson Edge Investment Partners Inc. 1.25% Add +12.6% 68,836 $7.7M
Tocqueville Asset Management L.P. 0.11% Add +0.8% 68,827 $7.7M
Wesbanco Bank Inc. 0.21% Reduce -0.9% 68,618 $7.7M
Eastover Investment Advisors LLC 3.33% Reduce -6.0% 68,161 $7.7M
Slocum, Gordon & Co LLP 6.04% Reduce -0.2% 67,255 $7.6M
Focus Partners Wealth 0.01% Add +45.8% 67,271 $7.6M
Louisiana State Employees Retirement System 0.13% Reduce -0.3% 67,100 $7.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Reduce -14.4% 66,700 $7.5M
Profund Advisors LLC 0.24% Add +0.1% 66,623 $7.5M
Meyer Handelman Co. 0.23% Reduce -1.4% 65,256 $7.3M
Thompson Siegel & Walmsley LLC 0.12% Add +434.4% 63,662 $7.2M
Farmers & Merchants Investments Inc. 0.20% No change 63,486 $7.1M
Carret Asset Management, LLC 0.69% Add +0.6% 63,383 $7.1M
Pathstone Holdings, LLC 0.03% Add +4.3% 62,347 $7.0M
Lido Advisors, LLC 0.03% Add +50.6% 62,196 $7.0M
Shelton Capital Management 0.15% Reduce -2.0% 61,964 $7.0M
Sand Hill Global Advisors, LLC 0.24% Reduce -0.9% 61,405 $6.9M
Jain Global LLC 0.10% Add +83.2% 61,309 $6.9M
Oregon Public Employees Retirement Fund 0.09% Add +32.5% 61,108 $6.9M
Telos Capital Management, Inc. 0.66% Add +1.7% 60,758 $6.8M
Private Advisor Group, LLC 0.03% Add +2.9% 60,536 $6.8M
Nisa Investment Advisors, LLC 0.03% Add +7.9% 60,357 $6.8M
DAVENPORT & Co LLC 0.04% Reduce -2.6% 60,259 $6.8M
Beaumont Financial Advisors, LLC 0.45% Add +1.9% 60,031 $6.8M
Hollow Brook Wealth Management LLC 1.60% Add +0.0% 60,003 $6.8M
American Assets Investment Management, LLC 0.50% No change 60,000 $6.8M
MassMutual Private Wealth & Trust, FSB 0.17% Reduce -0.9% 58,971 $6.6M
Oppenheimer & Co. Inc. 0.08% Add +12.4% 58,338 $6.6M
Mutual of America Capital Management LLC 0.07% Reduce -5.4% 57,960 $6.5M
LSV Asset Management 0.01% Reduce -7.6% 57,500 $6.5M
State of Alaska, Department of Revenue 0.07% Reduce -4.8% 57,063 $6.4M
Metis Global Partners, LLC 0.15% Add +16.9% 56,361 $6.3M
Ellsworth Advisors, LLC 1.35% Reduce -2.2% 53,430 $6.3M
Oppenheimer Asset Management Inc. 0.07% Reduce -14.9% 56,273 $6.3M
Elo Mutual Pension Insurance Co 0.10% Add +77.3% 55,698 $6.3M
Orion Porfolio Solutions, LLC 0.05% Add +5.9% 54,971 $6.2M
Andra AP-fonden 0.08% Reduce -56.4% 54,826 $6.2M
Capital Investment Advisors, LLC 0.10% Add +1.9% 54,799 $6.2M
TrueMark Investments, LLC 1.07% Add +7.3% 54,708 $6.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.5% 54,380 $6.1M
Tema ETFs LLC 0.51% Add +47.3% 54,376 $6.1M
Merit Financial Group, LLC 0.06% Add +7.3% 53,994 $6.1M
AlTi Global, Inc. 0.14% Add +0.2% 53,701 $6.0M
Highland Capital Management, LLC 0.30% Reduce -1.0% 53,263 $6.0M
Commerzbank Aktiengesellschaft 0.12% Add +462.1% 52,953 $6.0M
Schroder Investment Management Group 0.00% Reduce -13.3% 54,224 $6.0M
Dakota Wealth Management 0.12% Reduce -5.0% 52,638 $5.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 52,600 $5.9M
Ibex Wealth Advisors 0.56% New 52,209 $5.9M
Arax Advisory Partners 0.08% Add +974.6% 51,787 $5.8M
Benjamin Edwards Inc. 0.07% Add +228.6% 51,659 $5.8M
Zions Bancorporation, National Association 0.28% Reduce -21.2% 50,707 $5.7M
Kestra Private Wealth Services, LLC 0.07% Reduce -2.2% 49,982 $5.6M
Agf Management Ltd. 0.02% Reduce -10.8% 49,871 $5.6M
Regency Capital Management Inc.\DE 2.65% New 49,451 $5.6M
Keybank National Association 0.02% Add +2.8% 49,383 $5.6M
BTG Pactual Asset Management US LLC 0.66% Reduce -19.4% 49,334 $5.6M
Squarepoint Ops LLC 0.01% Reduce -85.7% 48,868 $5.5M
HB Wealth Management, LLC 0.04% Add +1.8% 48,537 $5.5M
UniSuper Management Pty Ltd 0.03% Add +15.1% 48,517 $5.5M
Man Group plc 0.01% Reduce -63.6% 48,502 $5.5M
Vestcor Inc 0.16% Reduce -3.2% 48,428 $5.4M
Providence Capital Advisors, LLC 0.93% Add +2.7% 47,874 $5.4M
KBC Group NV 0.01% Add +3.3% 47,733 $5.4M
Norinchukin Bank, The 0.07% Reduce -0.4% 47,647 $5.4M
Blair William & Co. 0.01% Reduce -0.1% 47,579 $5.4M
Hennion & Walsh Asset Management, Inc. 0.19% Add +8.1% 47,003 $5.3M
Howard Capital Management, LLC 0.07% Add +14.1% 46,922 $5.3M
Romano Brothers and Company 0.60% Add +9.3% 46,567 $5.3M
Cubist Systematic Strategies, LLC 0.07% New 46,478 $5.2M
D.A. Davidson & Co. 0.03% Add +9.5% 45,904 $5.2M
James Investment Research, Inc. 0.56% Add +1.6% 45,830 $5.2M
Trajan Wealth LLC 0.22% Reduce -0.9% 45,590 $5.1M
Intech Investment Management LLC 0.05% Add +40.9% 45,544 $5.1M
Independent Advisor Alliance 0.13% Add +25.3% 45,495 $5.1M
Bearing Point Capital, LLC 0.88% Reduce -11.4% 45,408 $5.1M
Pittenger & Anderson Inc. 0.19% Add +0.3% 44,980 $5.1M
Ledyard National Bank 0.45% Reduce -0.9% 44,950 $5.1M
Motco 0.46% Add +0.3% 44,838 $5.0M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +102.3% 44,598 $5.0M
Sagefield Capital LP 0.56% Reduce -48.5% 44,170 $5.0M
Hohimer Wealth Management, LLC 0.70% Reduce -13.4% 43,843 $4.9M
MAI Capital Management 0.03% Add +0.2% 43,270 $4.9M
Guardian Partners Inc. 0.41% Reduce -4.2% 42,885 $4.8M
Dean Investment Associates, LLC 0.68% Reduce -2.0% 42,794 $4.8M
Morton Community Bank 1.11% Add +2.9% 39,795 $4.8M
Prospera Financial Services Inc 0.08% Add +59.8% 42,392 $4.8M
Los Angeles Capital Management LLC 0.02% Reduce -1.1% 42,337 $4.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.15% New 42,000 $4.7M
Advisors Management Group Inc. 0.83% Reduce -1.9% 41,980 $4.7M
Horizon Investments, LLC 0.06% Add +113.2% 42,302 $4.7M
CoreCap Advisors, LLC 0.17% Add +12.8% 41,949 $4.7M
Teachers Retirement System of the State of Kentucky 0.04% No change 41,772 $4.7M
Assetmark, Inc. 0.01% Add +8.5% 41,751 $4.7M
Hendley & Co. Inc. 1.55% Add +2.8% 41,718 $4.7M
J.W. Cole Advisors, Inc. 0.09% Add +2.5% 41,671 $4.7M
RBA Wealth Management, LLC 1.62% Reduce -12.9% 41,665 $4.7M
Valley Wealth Managers, Inc. 0.31% Add +0.5% 41,369 $4.7M
Axxcess Wealth Management, LLC 0.10% Add +0.2% 40,710 $4.6M
MainStreet Investment Advisors LLC 0.61% Reduce -1.6% 40,298 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +6.1% 39,982 $4.5M
Community Bank, N.A. 0.54% Add +1.3% 39,918 $4.5M
Capital City Trust Co. 1.09% Reduce -0.3% 39,606 $4.5M
Mesirow Financial Investment Management, Inc. 0.08% Add +3.6% 39,359 $4.4M
Allen Capital Group, LLC 0.42% Add +7.9% 39,027 $4.4M
Community Financial Services Group, LLC 0.80% New 38,922 $4.4M
Joseph Group Capital Management 1.23% Add +15.7% 38,822 $4.4M
Mizuho Securities USA LLC 0.09% Add +5.5% 38,951 $4.3M
Royal London Asset Management Ltd. 0.01% Add +44.6% 38,227 $4.3M
Alpha Omega Wealth Management LLC 0.71% Reduce -0.0% 38,144 $4.3M
iSAM Funds (UK) Ltd 0.88% Add +110.1% 38,143 $4.3M
Brookfield Corp 0.00% No change 37,490 $4.2M
Concurrent Investment Advisors, LLC 0.07% Add +1.4% 37,439 $4.2M
Cary Street Partners Financial LLC 0.11% Add +8.5% 37,223 $4.2M
NewEdge Advisors, LLC 0.02% Add +3.5% 37,008 $4.2M
Arkadios Wealth Advisors 0.10% Add +5.0% 36,511 $4.1M
Jeppson Wealth Management, LLC 1.29% Reduce -1.1% 35,855 $4.0M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.2% 35,487 $4.0M
Integrated Wealth Concepts LLC 0.04% Add +6.6% 35,403 $4.0M
North Star Investment Management Corp. 0.25% Reduce -0.6% 34,979 $3.9M
Brevan Howard Capital Management LP 0.06% Add +502.3% 34,758 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.7% 34,555 $3.9M
SpringVest Wealth Management LLC 2.85% Add +0.0% 34,479 $3.9M
Tiaa Trust, National Association 0.01% Add +5.4% 34,404 $3.9M
New England Asset Management Inc. 0.52% Add +0.9% 34,355 $3.9M
Park Avenue Securities LLC 0.03% Add +9.6% 34,298 $3.9M
Exencial Wealth Advisors, LLC 0.12% Add +2.5% 34,051 $3.8M
AlphaQuest LLC 0.25% New 33,858 $3.8M
First Pacific Financial 0.53% Add +30.9% 33,733 $3.8M
Kentucky Retirement Systems 0.10% Reduce -1.6% 33,590 $3.8M
Oxbow Advisors, LLC 0.35% Add +1.0% 33,443 $3.8M
Patrick Mauro Investment Advisor, INC. 1.98% Reduce -5.8% 33,439 $3.8M
Pinnacle Associates Ltd. 0.05% Reduce -3.9% 33,368 $3.8M
Principle Wealth Partners LLC 0.22% Reduce -1.7% 33,274 $3.7M
Seascape Capital Management 1.06% Add +13.2% 32,843 $3.7M
Harvest Fund Management Co., Ltd 0.16% Add +8.2% 32,825 $3.7M
Tidal Investments LLC 0.02% Add +188.9% 32,798 $3.7M
Gotham Asset Management 0.02% Add +149.0% 32,757 $3.7M
Whittier Trust Co. of Nevada Inc. 0.08% Add +2.1% 32,147 $3.7M
Sterling Capital Management LLC 0.05% Add +1708.7% 32,357 $3.6M
Rockline Wealth Management, LLC 0.75% Add +4.9% 32,108 $3.6M
Prime Capital Investment Advisors, LLC 0.05% Reduce -3.1% 32,049 $3.6M
Ascent Group, LLC 0.13% Add +2.0% 31,809 $3.6M
Nordea Investment Management AB 0.00% Add +13.8% 32,038 $3.6M
Signet Financial Management, LLC 0.41% Reduce -0.8% 31,763 $3.6M
Hartford Investment Management Co. 0.11% Reduce -2.9% 31,311 $3.5M
Summit Financial, LLC 0.05% Add +2.3% 30,998 $3.5M
Allworth Financial LP 0.02% Reduce -7.9% 30,751 $3.5M
Regal Investment Advisors LLC 0.22% Add +0.4% 30,530 $3.4M
Enhancing Capital LLC 2.49% No change 30,300 $3.4M
Eliot Finkel Investment Counsel, LLC 2.04% Reduce -1.2% 30,144 $3.4M
SG Americas Securities, LLC 0.01% Reduce -43.3% 29,726 $3.3M
Rakuten Investment Management, Inc. 0.01% — 32,120 $3.3M
Gryphon Financial Partners LLC 0.38% Reduce -43.4% 29,521 $3.3M
Tower Research Capital LLC (TRC) 0.09% Add +376.2% 29,401 $3.3M
NorthCrest Asset Manangement, LLC 0.08% Add +8.9% 27,934 $3.3M
Smith Salley Wealth Management 0.17% Reduce -0.1% 29,131 $3.3M
Hantz Financial Services, Inc. 0.05% Reduce -2.3% 29,063 $3.3M
Apollon Wealth Management, LLC 0.06% Add +9.6% 28,765 $3.2M
Carnegie Investment Counsel 0.06% Add +51.2% 28,221 $3.2M
Thrivent Financial for Lutherans 0.01% Add +0.3% 28,128 $3.2M
XTX Topco Ltd 0.16% New 27,983 $3.1M
UMB Bank, n.a. 0.05% Add +0.7% 27,931 $3.1M
Whalerock Point Partners, LLC 0.63% Add +3.1% 27,511 $3.1M
Citizens National Bank Trust Department 0.55% Add +5.4% 27,358 $3.1M
Cypress Capital Group 0.37% Reduce -7.9% 27,352 $3.1M
First Bank & Trust 0.52% Add +1.1% 27,286 $3.1M
Maryland State Retirement & Pension System 0.06% Add +3.6% 26,944 $3.0M
Savant Capital, LLC 0.02% Add +5.1% 26,888 $3.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.6% 26,784 $3.0M
Strategic Blueprint, LLC 0.13% Add +5.1% 26,607 $3.0M
Strategic Advisors LLC 0.48% Add +0.3% 26,605 $3.0M
Granite Group Advisors, LLC 1.81% Reduce -0.1% 26,601 $3.0M
1ST Source Bank 0.16% Reduce -1.1% 26,576 $3.0M
Integrated Advisors Network LLC 0.13% Add +722.4% 26,514 $3.0M
Waverly Advisors, LLC 0.03% Add +21.3% 26,407 $3.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.03% Add +692.9% 26,403 $3.0M
Vident Advisory, LLC 0.03% Add +27.7% 26,125 $2.9M
Brown Advisory Inc. 0.00% Add +3.0% 26,101 $2.9M
Stratos Wealth Partners, LTD. 0.03% Add +18.7% 26,059 $2.9M
Simmons Bank 0.20% Reduce -4.1% 26,047 $2.9M
GAMMA Investing LLC 0.16% Add +14.6% 25,873 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -7.2% 25,822 $2.9M
Snowden Capital Advisors LLC 0.08% Reduce -11.9% 25,697 $2.9M
HBW Advisory Services LLC 0.32% Reduce -2.4% 25,561 $2.9M
Pathway Financial Advisers, LLC 0.83% Add +17.6% 25,418 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +0.5% 25,305 $2.8M
Machina Capital S.A.S. 0.50% Add +84.4% 25,224 $2.8M
Kentucky Farm Bureau Mutual Insurance Co 0.69% No change 25,000 $2.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.16% Add +47.1% 25,000 $2.8M
PFG Investments, LLC 0.14% Add +0.3% 24,823 $2.8M
Verdence Capital Advisors LLC 0.16% Add +49.4% 23,865 $2.8M
Miller Howard Investments Inc. 0.08% Add +4.3% 24,455 $2.8M
Elevation Point Wealth Partners, LLC 0.19% Add +2126.9% 24,340 $2.7M
Kingsview Wealth Management, LLC 0.04% Reduce -7.4% 24,316 $2.7M
New Mexico Educational Retirement Board 0.08% Reduce -2.8% 24,138 $2.7M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -3.8% 23,568 $2.7M
Jefferies Financial Group Inc. 0.03% New 23,554 $2.6M
Parallax Volatility Advisers, L.P. 0.09% Add +17.4% 23,521 $2.6M
Fiduciary Trust Co 0.03% Reduce -4.9% 23,385 $2.6M
Ontario Teachers Pension Plan Board 0.06% Reduce -30.6% 23,362 $2.6M
Vectors Research Management, LLC 0.83% Add +3.0% 23,353 $2.6M
Advanced Asset Management Advisors Inc 0.70% No change 23,225 $2.6M
Bleakley Financial Group, LLC 0.06% Add +2.0% 22,858 $2.6M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -1.5% 22,734 $2.6M
Ameritas Investment Partners, Inc. 0.08% Add +0.6% 22,711 $2.6M
Advisors Asset Management, Inc. 0.04% Add +2.5% 22,367 $2.5M
AMG National Trust Bank 0.06% Add +0.5% 22,261 $2.5M
HighPoint Advisor Group LLC 0.12% Add +3.6% 22,044 $2.5M
First Horizon Corp. 0.12% — 21,939 $2.5M
United Capital Financial Advisors, LLC 0.02% Add +2.6% 21,478 $2.4M
1832 Asset Management L.P. 0.00% Reduce -18.5% 21,469 $2.4M
Wedbush Securities Inc. 0.08% Reduce -2.0% 21,453 $2.4M
Choreo, LLC 0.03% Add +1.9% 21,405 $2.4M
Trust Co. of Toledo NA 0.24% Add +7.3% 21,280 $2.4M
Investment Partners, LTD. 0.84% Add +0.4% 21,222 $2.4M
Perigon Wealth Management, LLC 0.05% Add +55.4% 21,118 $2.4M
RD Lewis Holdings, Inc. 2.22% Add +0.6% 19,293 $2.4M
Boston Partners 0.00% Reduce -21.8% 20,990 $2.4M
Waters Parkerson & Co., LLC 0.11% Add +24.2% 20,690 $2.3M
Clearbridge Investments, LLC 0.00% Add +0.3% 20,602 $2.3M
Gallo Partners, LP 1.74% New 20,585 $2.3M
Berkshire Asset Management LLC 0.10% Add +1.6% 20,572 $2.3M
Plan Group Financial, LLC 0.61% Add +14.4% 20,311 $2.3M
Intrust Bank NA 0.19% Reduce -0.0% 20,134 $2.3M
Mgo One Seven LLC 0.05% Add +43.8% 20,047 $2.3M
Natixis 0.01% Reduce -26.5% 19,919 $2.2M
Morningstar Investment Management LLC 0.08% Add +208.7% 19,912 $2.2M
Allstate Corp. 0.05% New 19,804 $2.2M
Eagle Global Advisors LLC 0.08% No change 19,680 $2.2M
HRT Financial LP 0.01% New 19,645 $2.2M
GTS Securities LLC 0.08% Add +468.7% 19,621 $2.2M
Jamison Private Wealth Management, Inc. 0.29% Reduce -0.6% 19,593 $2.2M
GS Investments, Inc. 1.09% Add +1.2% 19,573 $2.2M
Nations Financial Group Inc, /Ia/ 0.14% Add +2.5% 19,434 $2.2M
Flputnam Investment Management Co. 0.03% Reduce -1.4% 19,357 $2.2M
Measured Risk Portfolios, Inc. 2.35% Reduce -0.8% 19,343 $2.2M
Commonwealth Financial Services, LLC 0.37% Add +3.3% 19,157 $2.2M
Credit Agricole S A 0.01% — 19,106 $2.1M
Geneos Wealth Management Inc. 0.05% Reduce -13.1% 18,988 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% No change 18,982 $2.1M
Summit Trail Advisors, LLC 0.03% Add +32.1% 18,947 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 18,845 $2.1M
Jump Financial, LLC 0.03% Reduce -38.0% 18,570 $2.1M
Jackson Hole Capital Partners, LLC 0.35% Reduce -1.4% 18,285 $2.1M
Altus Wealth Group LLC 0.84% Reduce -0.4% 18,278 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.7% 18,270 $2.1M
DC Investments Management, LLC 0.85% No change 18,232 $2.1M
Equitable Holdings, Inc. 0.02% Add +3.7% 18,227 $2.1M
Norden Group LLC 0.21% Add +0.8% 18,222 $2.1M
Empirical Finance, LLC 0.10% Add +1.0% 18,215 $2.0M
Mediolanum International Funds Ltd 0.02% New 18,470 $2.0M
Larson Financial Group LLC 0.07% Add +11.5% 17,861 $2.0M
Synovus Financial Corp. 0.02% Reduce -9.5% 17,786 $2.0M
Meridian Investment Counsel Inc. 0.49% Reduce -0.7% 17,590 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -14.2% 17,515 $2.0M
Koshinski Asset Management, Inc. 0.14% Add +31.6% 17,487 $2.0M
World Investment Advisors 0.04% Add +18.6% 17,308 $1.9M
Fulton Bank, N.A. 0.07% Reduce -2.5% 17,179 $1.9M
Moloney Securities Asset Management, LLC 0.23% Reduce -9.3% 17,105 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Add +11.4% 16,884 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 17,045 $1.9M
Occudo Quantitative Strategies LP 0.23% New 16,807 $1.9M
LOM Asset Management Ltd 0.58% Reduce -1.4% 16,781 $1.9M
Twin Capital Management Inc. 0.24% Reduce -2.1% 16,756 $1.9M
Prosperity Consulting Group, LLC 0.09% Add +1.1% 16,729 $1.9M
Advisory Services Network, LLC 0.03% Add +5.2% 16,715 $1.9M
Little House Capital LLC 0.43% Add +4.4% 16,617 $1.9M
Kornitzer Capital Management Inc. 0.04% Add +1.5% 16,613 $1.9M
Courier Capital LLC 0.11% Reduce -0.3% 16,519 $1.9M
Brighton Jones LLC 0.04% Add +64.5% 16,473 $1.9M
Farther Finance Advisors, LLC 0.03% Add +49.0% 16,351 $1.8M
South Dakota Investment Council 0.04% Reduce -15.5% 16,341 $1.8M
Searle & Co. 0.49% Reduce -4.4% 16,310 $1.8M
Spirit of America Management Corp. 0.37% Add +10.9% 16,300 $1.8M
LVW Advisors, LLC 0.19% Reduce -4.7% 16,271 $1.8M
Cambria Investment Management, L.P. 0.11% Add +3.0% 16,266 $1.8M
Beese Fulmer Investment Management, Inc. 0.13% Reduce -3.2% 16,121 $1.8M
LS Investment Advisors, LLC 0.25% Reduce -3.8% 16,005 $1.8M
Fulcrum Asset Management LLP 0.50% Add +104.2% 15,927 $1.8M
Wealthspire Advisors, LLC 0.01% Reduce -2.3% 15,890 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -61.0% 15,878 $1.8M
Apollon Financial, LLC 0.29% Add +1.1% 15,646 $1.8M
Hixon Zuercher, LLC 0.53% Add +1.2% 15,572 $1.8M
Mainstay Capital Management LLC 0.17% Reduce -50.6% 15,472 $1.7M
CX Institutional 0.05% Add +150.6% 15,471 $1.7M
Equitable Trust Co. 0.08% Add +2.0% 15,399 $1.7M
Gilliland Jeter Wealth Management LLC 0.53% No change 15,348 $1.7M
PKO Investment Management Joint-Stock Co 0.15% New 15,300 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +20.7% 15,229 $1.7M
Raleigh Capital Management Inc. 0.65% Add +1.1% 15,167 $1.7M
Wealthstar Advisors, LLC 0.67% New 15,094 $1.7M
Cherokee Insurance Co 0.72% No change 15,000 $1.7M
Ballentine Partners, LLC 0.02% Add +2.5% 14,943 $1.7M
Hodges Capital Management Inc. 0.14% Add +1.2% 14,831 $1.7M
NJ State Employees Deferred Compensation Plan 0.18% No change 14,760 $1.7M
Archer Investment Corp 0.37% No change 14,699 $1.7M
Ninepoint Partners LP 0.23% Add +2.2% 14,607 $1.6M
Stamos Capital Partners, L.P. 0.31% Reduce -34.3% 14,605 $1.6M
Ethos Financial Group, LLC 0.13% Add +0.1% 14,540 $1.6M
Callan Family Office, LLC 0.05% Add +18.0% 14,500 $1.6M
Mufg Securities Americas Inc. 0.10% Add +21.8% 14,421 $1.6M
Spreng Capital Management, Inc. 0.66% Reduce -3.7% 14,256 $1.6M
Brown Brothers Harriman & Co. 0.01% Reduce -1.2% 14,124 $1.6M
China Universal Asset Management Co., Ltd. 0.13% Add +16.4% 14,118 $1.6M
Probity Advisors, Inc. 0.26% Reduce -1.2% 14,083 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -2.9% 14,079 $1.6M
CENTRAL TRUST Co 0.03% Reduce -0.4% 14,079 $1.6M
NTV Asset Management LLC 0.17% Reduce -0.6% 14,026 $1.6M
Prudential PLC 0.01% No change 13,916 $1.6M
G&S Capital LLC 0.57% Reduce -1.1% 13,821 $1.6M
Pinebridge Investments, L.P. 0.01% New 13,665 $1.5M
Stonegate Investment Group, LLC 0.04% Reduce -6.5% 13,563 $1.5M
Glenview Trust Co 0.02% Reduce -3.2% 13,555 $1.5M
Fifth Third Wealth Advisors LLC 0.06% Add +6.4% 13,462 $1.5M
Texas Yale Capital Corp. 0.05% Add +24.3% 13,435 $1.5M
IHT Wealth Management, LLC 0.04% Add +0.2% 13,323 $1.5M
Meeder Advisory Services, Inc. 0.07% Add +1.2% 13,187 $1.5M
Tudor Financial Inc. 0.79% No change 13,135 $1.5M
Huber Capital Management LLC 0.23% Add +7.2% 13,125 $1.5M
Vise Technologies, Inc. 0.05% Reduce -40.2% 13,009 $1.5M
GC Wealth Management RIA, LLC 0.05% Add +143.2% 12,973 $1.5M
Diversified Trust Co. 0.03% Add +61.8% 12,868 $1.4M
Brandywine Oak Private Wealth LLC 0.12% Reduce -0.0% 12,779 $1.4M
University of Texas/Texas Am Investment Management Co. 0.21% Add +3391.0% 12,742 $1.4M
Albion Financial Group 0.09% Add +7.3% 12,730 $1.4M
Westpac Banking Corp. 0.09% No change 12,700 $1.4M
IFP Advisors, Inc 0.04% Add +117.1% 12,686 $1.4M
Claro Advisors Inc. 0.21% Add +1.5% 12,675 $1.4M
Clearstead Advisors, LLC 0.02% Add +14.1% 12,654 $1.4M
Global Retirement Partners, LLC 0.03% Add +16.1% 12,618 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +0.2% 12,577 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.31% Reduce -9.5% 12,521 $1.4M
RIA Advisory Group LLC 0.36% Add +54.2% 12,500 $1.4M
Kingswood Wealth Advisors, LLC 0.09% Add +203.0% 12,494 $1.4M
OneDigital Investment Advisors LLC 0.01% Reduce -4.7% 12,458 $1.4M
United Bank 0.17% No change 12,432 $1.4M
Altshuler Shaham Ltd 0.02% Add +42.3% 12,413 $1.4M
Sagespring Wealth Partners, LLC 0.03% Reduce -1.9% 12,398 $1.4M
Ethic Inc. 0.02% Add +1.3% 12,397 $1.4M
StoneX Group Inc. 0.06% Add +4.9% 12,254 $1.4M
Icon Advisers Inc. 0.30% No change 12,240 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -98.3% 12,220 $1.4M
Marino, Stram & Associates LLC 0.25% Add +0.0% 12,189 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -1.3% 12,185 $1.4M
JGP Wealth Management, LLC 0.15% Reduce -3.0% 11,974 $1.4M
Moors & Cabot, Inc. 0.06% Add +3.2% 12,054 $1.4M
TKG Advisors, LLC 0.58% Add +1.1% 12,019 $1.4M
Everpar Advisors LLC 0.53% Add +2.6% 11,987 $1.3M
Praxis Investment Management Inc. 0.08% No change 11,980 $1.3M
W.H. Cornerstone Investments Inc. 0.82% Add +9.2% 11,949 $1.3M
SS&H Financial Advisors, Inc. 0.41% No change 11,898 $1.3M
Park National Corp. 0.04% Add +18.1% 11,883 $1.3M
Citizens Financial Group Inc. 0.02% Add +24.7% 11,857 $1.3M
Mutual Advisors, LLC 0.03% Add +6.8% 11,422 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +4.4% 11,770 $1.3M
First County Bank 0.68% Reduce -4.3% 11,757 $1.3M
Accurate Wealth Management, LLC 0.18% Add +13.1% 11,143 $1.3M
Exchange Traded Concepts, LLC 0.01% Reduce -2.5% 11,680 $1.3M
Level Four Advisory Services, LLC 0.04% Reduce -6.0% 11,629 $1.3M
Certified Advisory Corp 0.12% Add +15.0% 11,530 $1.3M
Retirement Guys Formula LLC 0.46% Add +2.3% 11,495 $1.3M
Trivium Point Advisory, LLC 0.13% Reduce -3.3% 11,488 $1.3M
Ancora Advisors LLC 0.03% Reduce -4.1% 11,456 $1.3M
Convergence Investment Partners, LLC 0.29% New 11,350 $1.3M
Wealth Alliance, LLC 0.13% Add +3.0% 11,309 $1.3M
ARS Investment Partners, LLC 0.08% Reduce -3.8% 11,300 $1.3M
Virtue Capital Management, LLC 0.20% Add +119.5% 7,856 $1.3M
Dynamic Technology Lab Private Ltd 0.22% New 11,296 $1.3M
Golden State Wealth Management, LLC 0.14% Add +0.9% 11,241 $1.3M
CreativeOne Wealth, LLC 0.03% Add +0.3% 11,192 $1.3M
Moody National Bank Trust Division 0.11% Reduce -3.0% 11,185 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -10.6% 11,168 $1.3M
Atlantic Union Bankshares Corp 0.02% Add +18.2% 11,137 $1.3M
HBK Sorce Advisory LLC 0.03% Add +6.3% 10,555 $1.3M
Burke & Herbert Bank & Trust Co. 0.27% Reduce -3.5% 11,117 $1.3M
First Dallas Securities Inc. 0.47% Reduce -0.7% 11,047 $1.2M
Bfsg, LLC 0.12% Reduce -6.7% 10,982 $1.2M
Frank, Rimerman Advisors LLC 0.08% Add +38.5% 10,971 $1.2M
Qtron Investments LLC 0.15% Add +29.7% 10,860 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -26.9% 10,809 $1.2M
NovaPoint Capital, LLC 0.30% New 10,752 $1.2M
Mirador Capital Partners LP 0.17% Reduce -3.8% 10,662 $1.2M
FineMark National Bank & Trust 0.04% Reduce -9.5% 10,656 $1.2M
Hancock Whitney Corp. 0.02% Add +3.3% 10,654 $1.2M
Founders Financial Alliance, LLC 0.23% Add +5.0% 10,632 $1.2M
Greenleaf Trust 0.01% Add +4.3% 10,627 $1.2M
GMO 0.00% Reduce -9.8% 10,618 $1.2M
First Business Financial Services, Inc. 0.11% New 10,599 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +5.6% 10,598 $1.2M
Blackstone Inc. 0.01% New 10,595 $1.2M
Compound Planning, Inc. 0.04% Add +18.5% 10,539 $1.2M
Beacon Financial Advisory LLC 0.27% Add +0.3% 10,506 $1.2M
HM Payson & Co. 0.02% Add +8.8% 10,346 $1.2M
Buck Wealth Strategies, LLC 0.16% Reduce -18.3% 10,319 $1.2M
Navalign, LLC 0.31% Add +0.4% 10,303 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +2.9% 10,298 $1.2M
Tounjian Advisory Partners, LLC 0.39% Reduce -29.2% 10,270 $1.2M
MUFG Securities EMEA plc 0.03% Add +551.6% 10,236 $1.2M
Calton & Associates, Inc. 0.17% New 10,187 $1.1M
Cape Ann Savings Bank 0.61% Add +8.8% 10,107 $1.1M
Diversify Advisory Services, LLC 0.04% Add +90.5% 9,475 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +72.4% 10,074 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +22.7% 10,058 $1.1M
Private Trust Co. NA 0.10% Reduce -1.1% 10,056 $1.1M
Supplemental Annuity Collective Trust of NJ 0.30% No change 10,000 $1.1M
Ar Asset Management Inc. 0.24% No change 10,000 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.69% Add +14.4% 9,990 $1.1M
Siemens Fonds Invest GmbH 0.06% No change 9,989 $1.1M
Schnieders Capital Management, Llc. 0.18% — 9,966 $1.1M
Signaturefd, LLC 0.02% Add +2.0% 9,919 $1.1M
Keystone Financial Group 0.09% Add +1.9% 9,889 $1.1M
Mather Group, Llc. 0.01% Add +9.3% 9,883 $1.1M
Marion Wealth Management 0.26% Add +0.8% 9,859 $1.1M
Columbia Asset Management 0.21% Add +3.1% 9,794 $1.1M
Coldstream Capital Management Inc. 0.01% Add +2.4% 9,768 $1.1M
Mark Sheptoff Financial Planning, LLC 0.52% Add +2.7% 9,575 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +333.9% 9,529 $1.1M
Sustainable Insight Capital Management, LLC 0.34% New 9,515 $1.1M
Cypress Capital Management LLC (WY) 1.08% Reduce -5.5% 9,500 $1.1M
Everstar Asset Management, LLC 0.60% Add +7.9% 9,447 $1.1M
Harbour Investments, Inc. 0.02% Add +0.3% 9,394 $1.1M
Mattson Financial Services, LLC 0.25% New 9,392 $1.1M
Canada Post Corp Registered Pension Plan 0.05% Add +23.0% 9,618 $1.1M
Aviance Capital Partners, LLC 0.13% No change 9,385 $1.1M
Constitution Capital LLC 0.49% Reduce -24.9% 9,355 $1.1M
Parsons Capital Management Inc. 0.06% Add +19.1% 9,250 $1.0M
Mission Wealth Management, LP 0.02% Add +0.5% 9,218 $1.0M
Verition Fund Management LLC 0.01% Reduce -95.0% 9,153 $1.0M
OmniStar Financial Group, Inc. 0.62% Add +61.9% 9,130 $1.0M
Purkiss Capital Advisors LLC 0.49% Add +9.8% 9,093 $1.0M
Eventide Asset Management, LLC 0.02% Add +13.2% 9,316 $1.0M
Aviva PLC 0.00% No change 9,086 $1.0M
CI Investments Inc. 0.00% Reduce -20.5% 9,063 $1.0M
Parallel Advisors, LLC 0.02% Reduce -5.4% 9,039 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -1.4% 8,991 $1.0M
United Community Bank 0.31% Reduce -55.3% 8,959 $1.0M
Vontobel Holding Ltd. 0.00% Add +195.4% 8,954 $1.0M
Portside Wealth Group, LLC 0.14% Add +6.4% 8,882 $999K
Wedmont Private Capital 0.04% Add +13.1% 8,352 $987K
Leo Wealth, LLC 0.13% Add +76.1% 8,766 $986K
Oak Thistle LLC 0.15% New 8,701 $979K
Oxford Financial Group, LTD. LLC 0.06% Add +0.0% 8,661 $974K
Pekin Hardy Strauss, Inc. 0.10% Add +0.8% 8,649 $973K
Premier Path Wealth Partners, LLC 0.13% Add +0.6% 8,648 $973K
Crestwood Advisors Group, LLC 0.02% Add +4.3% 8,631 $971K
Live Oak Investment Partners 0.64% Add +7.1% 8,616 $969K
Thoma Capital Management LLC 0.55% Add +4.5% 8,582 $966K
ARS Wealth Advisors Group, LLC 0.10% Add +2.1% 8,553 $962K
Alamea Verwaltungs GmbH 0.66% New 8,542 $961K
Capital Insight Partners, LLC 0.16% Reduce -0.7% 8,494 $956K
Banque Cantonale Vaudoise 0.04% Add +0.3% 8,483 $954K
Peak Retirement Planning, Inc. 0.27% Add +2.5% 8,469 $953K
Capital Advisors Inc. 0.02% Reduce -17.2% 8,455 $951K
Busey Bank 0.03% Add +4.8% 8,423 $948K
Armstrong Advisory Group, Inc. 0.07% Reduce -1.1% 8,397 $945K
Litman Gregory Wealth Management LLC 0.07% New 8,350 $939K
JFS Wealth Advisors, LLC 0.05% Add +0.1% 8,348 $939K
Bartlett & Co. Wealth Management LLC 0.01% Add +5.8% 8,342 $938K
Rogco, LP 0.33% Add +1.0% 8,314 $935K
PDS Planning, Inc 0.06% Add +0.2% 8,235 $926K
Savvy Advisors, Inc. 0.04% Add +34.0% 8,223 $925K
ICICI Prudential Asset Management Co Ltd 0.10% Add +22.7% 8,213 $924K
CFS Investment Advisory Services, LLC 0.07% Add +40.1% 7,951 $922K
Welch Group, LLC 0.04% Add +0.1% 8,194 $922K
Ashton Thomas Securities, LLC 0.13% Reduce -9.1% 8,099 $911K
Confluence Wealth Services, Inc. 0.04% No change 8,053 $906K
Alps Advisors Inc. 0.01% Add +88.4% 8,043 $905K
Waldron Private Wealth LLC 0.04% Add +8.9% 8,031 $903K
Walter & Keenan Wealth Management LLC /in/ 0.25% Reduce -5.1% 8,021 $902K
STF Management LP 0.33% Reduce -2.6% 7,994 $899K
Tradewinds, LLC. 0.22% New 7,982 $898K
Bailard, Inc. 0.02% Add +0.2% 7,981 $898K
Principal Securities, Inc. 0.01% Add +19.7% 7,967 $896K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +21.1% 7,956 $895K
Wolff Financial Management LLC 0.21% Reduce -0.1% 7,944 $894K
Transcend Capital Advisors, LLC 0.06% Add +28.3% 7,940 $893K
1834 Investment Advisors Co. 0.11% Add +1.6% 7,905 $889K
Polymer Capital Management (US) LLC 0.12% New 7,856 $884K
Caerus Investment Advisors, LLC 0.36% New 7,837 $882K
Smith, Moore & Co. 0.07% Add +2.4% 7,815 $879K
Sigma Planning Corp 0.02% Reduce -27.8% 7,763 $873K
Danske Bank A/S 0.00% Reduce -35.8% 7,728 $869K
Sterling Investment Counsel, LLC 0.28% Add +74.6% 7,719 $868K
Monument Capital Management 0.22% Add +9.3% 7,686 $865K
Impact Capital Partners LLC 0.26% Reduce -4.0% 7,685 $865K
Sumitomo Life Insurance Co. 0.03% Reduce -3.7% 7,636 $859K
Voleon Capital Management LP 0.02% Add +85.5% 7,631 $858K
Lanham O'Dell & Company, Inc. 0.27% Add +0.5% 7,630 $858K
Hilltop Holdings Inc. 0.05% Add +103.8% 7,630 $858K
Rehmann Capital Advisory Group 0.05% Add +4.0% 7,626 $858K
Jackson Square Capital, LLC 0.19% Reduce -23.0% 7,616 $857K
Ausdal Financial Partners, Inc. 0.04% Add +131.3% 7,607 $856K
NorthRock Partners, LLC 0.02% Add +38.2% 7,582 $853K
Sig Brokerage, LP 0.21% Add +104.8% 7,576 $852K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.5% 7,560 $850K
Parcion Private Wealth LLC 0.05% Add +19.0% 7,502 $844K
Empire Financial Management Company, LLC 0.19% No change 7,475 $841K
Fourpath Capital Management, LLC 0.12% Add +0.2% 7,466 $840K
Mangrove Partners Im, LLC 0.07% New 7,432 $836K
Essex Financial Services, Inc. 0.05% Reduce -5.7% 7,411 $834K
Heritage Trust Co 0.09% Add +8.6% 7,373 $829K
Sierra Summit Advisors LLC 0.13% Add +1.4% 7,365 $829K
Chicago Capital, LLC 0.02% No change 7,365 $829K
Sovereign Financial Group, Inc. 0.15% Add +3.8% 7,358 $828K
Avity Investment Management Inc. 0.06% Add +42.0% 7,274 $818K
Western Wealth Management, LLC 0.04% Reduce -0.6% 7,267 $818K
Caprock Group, LLC 0.02% — 7,204 $813K
Seelaus Asset Management LLC 0.65% No change 7,175 $807K
Arrow Financial Corp 0.08% Add +32.9% 7,169 $807K
Elevated Capital Advisors, LLC 0.20% Reduce -12.4% 7,168 $806K
Advisor OS, LLC 0.07% Reduce -5.5% 7,097 $798K
Brooklyn Investment Group 0.11% Reduce -0.6% 7,751 $794K
Cresset Asset Management, LLC 0.00% Add +8.5% 7,058 $794K
Marathon Strategic Advisors, LLC 0.63% Add +74.7% 7,027 $791K
Csenge Advisory Group 0.04% Reduce -17.7% 7,020 $790K
ABN AMRO Bank N.V. 0.01% New 7,066 $786K
King Luther Capital Management Corp. 0.00% No change 6,936 $780K
Peddock Capital Advisors, LLC 0.17% No change 6,925 $779K
Rothschild Investment LLC 0.04% Add +21.3% 6,910 $777K
Inceptionr LLC 0.19% New 6,904 $777K
TCV Trust & Wealth Management, Inc. 0.06% Add +2.2% 6,886 $775K
San Luis Wealth Advisors LLC 0.14% Add +12.7% 6,874 $773K
Graves Light Lenhart Wealth, Inc. 0.09% Add +1.5% 6,870 $773K
Trueblood Wealth Management, LLC 0.30% Add +1.7% 6,846 $770K
First Manhattan Co. Llc. 0.00% New 6,796 $765K
Silver Oak Securities, Incorporated 0.06% Add +136.8% 6,772 $762K
Harold Davidson & Associates Inc. 0.35% Add +44.7% 6,757 $760K
A. D. Beadell Investment Counsel, Inc. 0.52% No change 6,760 $760K
Secure Asset Management, LLC 0.12% Reduce -7.7% 6,700 $755K
Ti-Trust, Inc. 0.48% No change 6,713 $755K
Powell Investment Advisors, LLC 0.26% No change 6,709 $755K
Bridgewater Advisors Inc. 0.05% Add +2.3% 6,279 $750K
Alpha Family Trust 0.35% No change 6,650 $748K
Aaron Wealth Advisors LLC 0.05% Add +43.0% 6,644 $747K
Fisher Asset Management 0.00% Add +31.4% 6,631 $746K
SeaCrest Wealth Management, LLC 0.08% Reduce -12.3% 6,301 $745K
Midwest Professional Planners, LTD. 0.18% Add +2.2% 6,611 $744K
Argyle Capital Management, LLC 0.26% No change 6,600 $743K
Kuhn & Co Investment Counsel 0.58% Reduce -0.1% 6,558 $738K
KCM Investment Advisors LLC 0.02% Add +2.6% 6,556 $738K
Simplicity Wealth,LLC 0.04% Reduce -9.0% 6,541 $736K
Sivia Capital Partners, LLC 0.21% Add +33.6% 6,533 $735K
Bard Financial Services, Inc. 0.08% No change 6,530 $735K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4.6% 6,527 $734K
SouthState Bank Corp 0.03% Reduce -2.2% 6,482 $729K
Lanark Financial, Inc. 0.06% Reduce -23.4% 6,469 $728K
White Pine Capital LLC 0.21% New 6,448 $725K
Solitude Financial Services 0.25% Add +37.0% 6,440 $725K
Bank & Trust Co 0.54% No change 6,434 $724K
Checchi Capital Advisers, LLC 0.05% Reduce -5.3% 6,429 $723K
Arete Wealth Advisors, LLC 0.05% Add +2.5% 6,417 $722K
Arvest Bank Trust Division 0.04% Reduce -4.0% 6,388 $719K
Howe & Rusling Inc. 0.05% Add +3.7% 6,371 $717K
Family Legacy, Inc. 0.22% Add +0.6% 6,337 $713K
Syon Capital LLC 0.04% Add +15.4% 6,326 $712K
Endeavor Private Wealth, Inc. 0.22% Add +9.5% 6,302 $709K
Dynamic Advisor Solutions LLC 0.02% Add +10.4% 6,297 $708K
MKT Advisors LLC 0.26% Reduce -6.7% 6,266 $706K
Entropy Technologies, LP 0.05% Reduce -62.5% 6,269 $705K
Great Valley Advisor Group, Inc. 0.01% Add +0.7% 6,261 $704K
McKinley Carter Wealth Services, Inc. 0.04% No change 6,248 $703K
Gibson Wealth Advisors LLC 0.50% No change 6,248 $703K
Neville Rodie & Shaw Inc. 0.05% No change 6,240 $702K
SageView Advisory Group, LLC 0.02% Add +5.8% 6,226 $701K
Daymark Wealth Partners, LLC 0.02% Add +74.8% 6,213 $699K
Gsa Capital Partners LLP 0.06% Add +39.3% 6,187 $696K
Journey Strategic Wealth LLC 0.02% Reduce -3.7% 6,044 $680K
Pettyjohn, Wood & White, Inc. 0.11% Reduce -1.6% 6,008 $676K
Garrison Point Advisors, LLC 0.28% Reduce -3.9% 6,008 $676K
EverSource Wealth Advisors, LLC 0.03% Add +25.3% 6,002 $675K
Mendel Money Management 0.28% Reduce -9.6% 5,998 $675K
McGlone Suttner Wealth Management, Inc. 0.09% Add +1.3% 5,977 $672K
Donaldson Capital Management, LLC 0.02% Add +4.7% 5,974 $672K
Blue Chip Partners, LLC 0.05% Add +1.1% 5,945 $669K
Smartleaf Asset Management LLC 0.04% Add +46.5% 6,092 $669K
Advisors Capital Management, LLC 0.01% Add +3.5% 5,925 $667K
Aprio Wealth Management, LLC 0.07% Add +35.3% 5,908 $665K
Cyndeo Wealth Partners, LLC 0.04% Reduce -5.2% 5,898 $664K
Smart Money Group LLC 0.20% Add +1.9% 5,876 $661K
Eagle Strategies LLC 0.09% Add +6.4% 5,868 $660K
Patton Albertson Miller Group, LLC 0.08% Add +149.9% 5,863 $660K
Jaffetilchin Investment Partners, LLC 0.04% Add +3.7% 5,828 $656K
Northcape Wealth Management, LLC 0.19% No change 5,824 $655K
YANKCOM Partnership 0.29% Add +2.3% 5,806 $653K
Indiana Trust & Investment Management Co 0.20% Add +14.5% 5,782 $650K
Strategic Planning, Inc. 0.38% Add +0.9% 5,760 $648K
Bank Ozk 0.23% Reduce -0.0% 5,754 $647K
Cornerstone Advisory, LLC 0.06% Add +0.5% 5,743 $646K
Liberty Capital Management, Inc. 0.12% No change 5,700 $641K
City State Bank 0.18% No change 5,655 $636K
Florida Trust Wealth Management Co 0.02% Reduce -6.3% 5,550 $624K
Atwood & Palmer Inc. 0.04% No change 5,500 $619K
Cohen Klingenstein LLC 0.02% No change 5,500 $619K
Cassaday & Co Wealth Management LLC 0.01% Reduce -7.8% 5,499 $619K
Advisory Alpha, LLC 0.02% Reduce -5.3% 5,445 $618K
Shulman DeMeo Asset Management LLC 0.14% Reduce -0.2% 5,484 $617K
Modera Wealth Management, LLC 0.01% Reduce -0.9% 5,472 $616K
Intrua Financial, LLC 0.07% Add +7.0% 5,471 $615K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +277.6% 5,475 $615K
Victory Financial Group, LLC 0.08% Reduce -1.0% 5,457 $614K
Centennial Wealth Advisory LLC 0.17% Add +4.5% 5,422 $610K
City Holding Co. 0.08% Add +12.2% 5,401 $608K
Bank of Stockton 0.17% Reduce -5.2% 5,394 $607K
MQS Management LLC 0.35% New 5,385 $606K
Taylor Financial Group, Inc. 0.35% No change 5,376 $605K
Cornerstone Wealth Management, LLC 0.03% Add +6.3% 5,359 $603K
Vigilare Wealth Management 0.21% No change 5,354 $602K
Woodward Diversified Capital, LLC 0.28% Add +1.1% 5,352 $602K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% No change 5,350 $602K
Holocene Advisors, LP 0.00% Reduce -82.3% 5,340 $601K
Barry Investment Advisors, LLC 0.14% Add +0.3% 5,318 $598K
Investment House LLC 0.03% Reduce -10.8% 5,316 $598K
Procyon Advisors, LLC 0.04% Reduce -35.3% 5,301 $596K
2UniFi Bank 0.30% Add +11.6% 5,285 $595K
Aberdeen Wealth Management LLC 0.37% No change 5,283 $594K
Fire Capital Management LLC 0.34% Add +2.9% 5,279 $594K
Nixon Peabody Trust Co. 0.04% Add +0.9% 5,266 $592K
Gladstone Institutional Advisory LLC 0.02% Add +0.6% 5,262 $592K
VestGen Advisors, LLC 0.02% Add +72.4% 5,255 $591K
Avestar Capital, LLC 0.04% Reduce -9.0% 5,253 $591K
BKM Wealth Management, LLC 0.22% Add +0.1% 5,247 $590K
LMR Partners LLP 0.01% Add +165.7% 5,210 $586K
Cascade Investment Group, Inc. 0.39% Add +1.9% 5,190 $584K
Cigna Investments Inc. 0.08% Reduce -2.7% 5,171 $581K
Apella Capital, LLC 0.01% Add +1.3% 4,942 $581K
Arista Wealth Management, LLC 0.07% Add +0.6% 5,156 $580K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.1% 5,141 $578K
Union Bancaire Privee, UBP SA 0.01% Add +92.0% 6,070 $578K
LexAurum Advisors, LLC 0.08% No change 5,139 $578K
Platform Technology Partners 0.14% Add +0.1% 5,137 $578K
Northwest Bancshares, Inc. 0.09% No change 5,077 $571K
Simplex Trading, LLC 0.01% Reduce -46.8% 5,084 $571K
Next Capital Management LLC 0.19% No change 5,075 $571K
CWA Asset Management Group, LLC 0.02% Reduce -6.0% 5,075 $571K
Parkside Financial Bank & Trust 0.04% Add +6.5% 5,072 $571K
Avidian Wealth Enterprises, LLC 0.02% Add +8.8% 5,067 $570K
Meridian Wealth Management, LLC 0.02% Add +1.5% 5,044 $567K
Rexford Capital Inc. 0.44% Add +2.3% 5,043 $567K
Bison Wealth, LLC 0.05% Reduce -2.2% 4,903 $566K
Focus Financial Network, Inc. 0.02% Reduce -1.6% 5,013 $564K
First Citizens Bank & Trust Co. 0.01% Add +0.4% 5,006 $563K
High Net Worth Advisory Group LLC 0.14% Add +0.8% 5,003 $563K
Clarity Financial LLC 0.06% Add +5.2% 5,002 $563K
Summit Financial Strategies, Inc. 0.05% No change 4,998 $562K
Fortress Financial Solutions, LLC 0.61% Add +36.6% 4,980 $560K
Tower Bridge Advisors 0.06% No change 4,975 $560K
Fiduciary Alliance LLC 0.04% Reduce -3.7% 4,974 $560K
Fulton Breakefield Broenniman LLC 0.04% No change 4,970 $559K
Townsquare Capital LLC 0.08% Reduce -25.9% 4,968 $559K
Cadence Bank 0.03% Reduce -6.3% 4,956 $558K
WealthPlan Investment Management, LLC 0.04% Add +0.2% 4,935 $555K
Kavar Capital Partners Group, LLC 0.07% Add +2.1% 4,920 $554K
Navellier & Associates Inc. 0.06% Add +75.6% 4,917 $553K
Dearborn Partners LLC 0.03% Reduce -3.0% 4,890 $550K
Southland Equity Partners LLC 0.11% Add +12.1% 4,886 $550K
44 Wealth Management LLC 0.19% Add +3.9% 4,874 $548K
Schonfeld Strategic Advisors LLC 0.00% Add +6.1% 4,874 $548K
111 Capital 0.10% Add +43.2% 4,872 $548K
Pinnacle West Asset Management, Inc. 0.35% Reduce -0.2% 4,850 $546K
Krilogy Financial LLC 0.02% New 4,532 $543K
Quadrature Capital Ltd 0.01% New 4,824 $543K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.1% 4,814 $542K
Columbia Bank 0.15% Add +11.8% 4,568 $541K
TD Waterhouse Canada Inc. 0.00% Reduce -3.3% 4,793 $540K
Code Waechter LLC 0.35% Reduce -0.8% 4,562 $540K
Rossmore Private Capital 0.06% Add +6.5% 4,799 $540K
Stock Yards Bank & Trust Co. 0.02% Add +3.8% 4,795 $539K
Radnor Capital Management, LLC 0.08% No change 4,789 $539K
Ironwood Investment Counsel, LLC 0.08% Reduce -3.0% 4,788 $539K
Fee-Only Financial Planning, L.C. 0.31% No change 4,769 $537K
St Germain D J Co. Inc. 0.02% Reduce -9.5% 4,758 $535K
Aull & Monroe Investment Management Corp 0.27% No change 4,754 $535K
49 Wealth Management, LLC 0.05% Add +7.1% 4,751 $534K
Keel Point, LLC 0.03% Add +9.5% 4,740 $533K
Blue Trust, Inc. 0.01% Reduce -11.9% 4,728 $532K
Cohen Investment Advisors LLC 0.26% Add +1.4% 4,727 $532K
Chicago Partners Investment Group LLC 0.01% Add +0.3% 4,614 $531K
Arvest Investments, Inc. 0.08% Reduce -1.0% 4,721 $531K
Addison Advisors LLC 0.12% No change 4,707 $530K
Rockport Wealth LLC 0.11% Add +99.8% 4,699 $529K
Versor Investments LP 0.10% Reduce -25.0% 4,693 $528K
Bridges Investment Management Inc. 0.01% Add +3.0% 4,690 $528K
Steadtrust LLC 0.35% New 4,650 $523K
Davis Investment Partners, LLC 0.18% Reduce -11.8% 4,608 $520K
Cobblestone Capital Advisors LLC 0.02% Add +1.8% 4,606 $518K
Finward Bancorp 0.39% Reduce -5.0% 4,602 $518K
Modern Wealth Management, LLC 0.01% Add +2.6% 4,593 $517K
Spirepoint Private Client, LLC 0.05% Add +1.0% 4,591 $516K
Community Trust & Investment Co. 0.03% No change 4,553 $512K
Franklin Street Advisors Inc. 0.03% Reduce -18.1% 4,510 $507K
Ritholtz Wealth Management 0.01% Add +22.3% 4,471 $503K
Sky Investment Group LLC 0.09% No change 4,470 $503K
Welch & Forbes LLC 0.01% Reduce -0.4% 4,456 $501K
Freestone Grove Partners LP 0.00% New 4,456 $501K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -2.2% 4,450 $501K
SVB Wealth LLC 0.03% Add +4.5% 4,446 $500K
HF Advisory Group, LLC 0.18% Add +0.9% 4,408 $496K
B. Riley Wealth Advisors, Inc. 0.02% Add +13.0% 4,392 $494K
Sterling Wealth Management, Inc. 0.15% Add +11.5% 4,361 $491K
Ignite Planners, LLC 0.08% Add +6.2% 4,332 $487K
Brown Financial Advisors 0.18% New 4,325 $487K
Monetary Management Group Inc. 0.11% No change 4,320 $486K
Institute for Wealth Management, LLC. 0.05% Reduce -2.3% 4,314 $485K
Essex Bank 0.11% No change 4,296 $483K
Independent Financial Group, LLC 0.01% Add +0.4% 4,278 $481K
Abacus Planning Group, Inc. 0.07% Add +14.9% 4,258 $479K
Gilbert & Cook, Inc. 0.06% Add +5.5% 4,257 $479K
Anchor Investment Management, LLC 0.04% No change 4,235 $476K
Westwood Holdings Group Inc. 0.00% Add +33.4% 4,222 $475K
Stanley-Laman Group, Ltd. 0.07% Reduce -32.1% 4,204 $473K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.5% 4,182 $470K
Waycross Partners, LLC 0.04% No change 4,180 $470K
J2 Capital Management Inc 0.35% Reduce -2.2% 4,125 $464K
Jacobi Capital Management LLC 0.03% Add +2.5% 4,117 $463K
Crowley Wealth Management, Inc. 0.37% No change 4,100 $461K
LMG Wealth Partners, LLC 0.09% No change 4,096 $461K
NewEdge Wealth, LLC 0.01% Add +26.5% 3,831 $459K
Tred Avon Family Wealth, LLC 0.16% — 4,063 $457K
Leavell Investment Management, Inc. 0.02% Add +0.4% 4,062 $457K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -3.3% 4,060 $457K
Sowell Financial Services LLC 0.02% Reduce -41.0% 4,055 $456K
Mattern Wealth Management LLC 0.09% No change 4,042 $455K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $455K
Dagco, Inc. 0.11% Add +0.1% 4,039 $454K
Choate Investment Advisors 0.01% Add +2.4% 4,035 $454K
Joel Isaacson & Co., LLC 0.02% No change 4,005 $451K
Boothbay Fund Management, LLC 0.01% New 3,997 $450K
Gables Capital Management Inc. 0.19% Reduce -5.4% 3,968 $446K
Caldwell Trust Co 0.04% Reduce -7.1% 3,966 $446K
Continuum Advisory, LLC 0.05% Reduce -1.1% 3,951 $444K
Evoke Wealth, LLC 0.01% Add +45.4% 3,945 $444K
Kera Capital Partners, Inc. 0.07% Add +70.2% 3,937 $443K
Asahi Life Asset Management Co., LTD. 0.24% Reduce -4.9% 3,910 $440K
Northeast Investment Management 0.02% Reduce -0.1% 3,901 $439K
Excalibur Management Corp. 0.16% Add +1.5% 3,886 $437K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -4.9% 3,878 $436K
Centennial Bank 0.17% Reduce -13.9% 3,875 $436K
Bedel Financial Consulting, Inc. 0.06% No change 3,867 $435K
Oak Hill Wealth Advisors, LLC 0.08% Reduce -8.8% 3,850 $433K
Spire Wealth Management 0.01% Reduce -15.6% 3,846 $433K
Copley Financial Group, Inc. 0.30% New 3,843 $432K
Wulff, Hansen & Co. 0.37% No change 3,840 $432K
Prairie Wealth Advisors, Inc. 0.18% Add +5.5% 3,826 $430K
Agate Pass Investment Management, LLC 0.16% Reduce -4.0% 3,825 $430K
Calamos Wealth Management LLC 0.02% New 3,804 $428K
Capital Investment Advisory Services, LLC 0.03% Add +10.4% 3,797 $427K
Aureus Asset Management, LLC 0.03% No change 3,790 $426K
Nilsine Partners, LLC 0.04% Reduce -4.3% 3,788 $426K
Octavia Wealth Advisors, LLC 0.04% New 3,787 $426K
Ranch Capital Advisors Inc. 0.16% No change 3,779 $425K
Composition Wealth, LLC 0.01% New 3,774 $425K
Gateway Wealth Partners, LLC 0.06% Add +3.4% 3,768 $424K
Heritage Wealth Management, Inc. 0.12% No change 3,760 $423K
Conning Inc. 0.01% No change 3,759 $423K
EntryPoint Capital, LLC 0.16% New 3,740 $421K
Cidel Asset Management Inc. 0.02% No change 3,735 $420K
Landscape Capital Management, L.L.C. 0.03% Reduce -81.8% 3,724 $419K
Moneta Group Investment Advisors LLC 0.00% Reduce -6.7% 3,710 $417K
Kennebec Savings Bank 0.38% Reduce -0.1% 3,707 $417K
Waterloo Capital, L.P. 0.03% Add +10.6% 3,701 $416K
Tritonpoint Wealth, LLC 0.04% Add +3.9% 3,689 $415K
Cannell & Spears LLC 0.01% Reduce -39.0% 3,673 $413K
AdvisorNet Financial, Inc 0.02% Reduce -2.1% 3,665 $412K
Taylor Hoffman Capital Management LLC 0.13% Reduce -1.0% 3,626 $408K
WBH Advisory Inc. 0.03% No change 3,624 $408K
Beverly Hills Private Wealth, LLC 0.07% Reduce -1.4% 3,605 $406K
Harbour Trust & Investment Management Co 0.04% Reduce -5.3% 3,596 $405K
Prudent Man Advisors, LLC 0.15% Reduce -42.9% 3,595 $404K
Glassy Mountain Advisors, Inc. 0.12% No change 3,570 $402K
3Chopt Investment Partners, LLC 0.09% Reduce -0.8% 3,559 $400K
Fiduciary Financial Group, LLC 0.06% Reduce -1.2% 3,555 $400K
Lifeworks Advisors, LLC 0.05% New 3,538 $398K
GeoWealth Management, LLC 0.01% Add +16.8% 3,532 $397K
Colonial Trust Co / SC 0.05% Reduce -2.5% 3,529 $397K
Mathes Company, Inc. 0.14% No change 3,500 $394K
Corient IA LP 0.29% No change 3,500 $394K
Interactive Financial Advisors, Inc. 0.21% No change 3,500 $394K
Northside Capital Management, LLC 0.04% New 3,500 $394K
Personal Cfo Solutions, LLC 0.07% Add +1.6% 3,489 $392K
Vista Investment Partners Ii, LLC 0.18% Add +0.2% 3,480 $391K
McDonald Partners LLC 0.12% No change 3,476 $391K
E&G Advisors, LLC 0.09% No change 3,468 $390K
FWG Holdings, LLC 0.17% Add +7.7% 3,193 $390K
Country Trust Bank 0.01% Add +1.0% 3,465 $390K
Register Financial Advisors LLC 0.15% Add +0.1% 3,456 $389K
Alhambra Investment Management LLC 0.18% Reduce -2.4% 3,454 $389K
Lantz Financial LLC 0.09% Add +4.0% 3,435 $386K
Avantra Family Wealth, Inc. 0.29% Add +1.1% 3,429 $386K
Thomasville National Bank 0.02% Add +1.8% 3,409 $384K
SC&H Financial Advisors, Inc. 0.06% Reduce -10.4% 3,403 $383K
Caption Management, LLC 0.02% New 3,400 $383K
John G Ullman & Associates Inc. 0.05% Reduce -2.3% 3,390 $381K
Fruth Investment Management 0.10% Reduce -2.9% 3,380 $380K
First National Bank Sioux Falls 0.12% No change 3,375 $380K
David J Yvars Group 0.20% No change 3,336 $375K
FourThought Financial Partners, LLC 0.03% Reduce -3.7% 3,333 $375K
Knollwood Investment Advisory, LLC 0.03% No change 3,321 $374K
Panagora Asset Management Inc. 0.00% Reduce -79.5% 3,309 $372K
Brendel Financial Advisors LLC 0.19% Reduce -3.5% 3,294 $371K
RFG Advisory, LLC 0.01% Add +5.5% 3,290 $370K
Baker Avenue Asset Management, LP 0.01% Add +21.4% 3,288 $370K
Symphony Financial, Ltd. Co. 0.04% Add +2.2% 3,311 $370K
W Advisors, LLC 0.19% Add +0.1% 3,279 $369K
OneAscent Financial Services LLC 0.02% Reduce -36.9% 3,276 $369K
Plante Moran Financial Advisors, LLC 0.02% Add +990.7% 3,272 $368K
denkapparat Operations GmbH 0.23% New 3,264 $367K
apricus wealth, LLC 0.20% No change 3,262 $367K
Stiles Financial Services Inc 0.12% Add +0.7% 3,250 $366K
Fayez Sarofim & Co 0.00% No change 3,250 $366K
BCGM Wealth Management, LLC 0.10% No change 3,247 $365K
Elyxium Wealth, LLC 0.13% Reduce -20.2% 3,246 $365K
Financial Advisors Network, Inc. 0.05% Add +5.4% 3,237 $364K
Alliance Wealth Advisors, LLC 0.09% Add +0.3% 3,227 $363K
Pines Wealth Management, LLC 0.12% Reduce -2.1% 3,213 $362K
Nicolet Advisory Services, LLC 0.03% Add +2.6% 3,054 $361K
Quotient Wealth Partners, LLC 0.01% Add +0.3% 3,203 $360K
Bullseye Investment Management, LLC 0.23% No change 3,289 $359K
Barnes Pettey Financial Advisors, LLC 0.20% No change 3,188 $359K
Creative Financial Designs Inc. 0.02% Reduce -0.0% 3,185 $358K
Novare Capital Management LLC 0.03% Add +7.7% 3,174 $357K
GDS Wealth Management 0.02% Reduce -1.8% 3,166 $356K
Lathrop Investment Management Co. 0.07% No change 3,160 $356K
Great Diamond Partners, LLC 0.07% Reduce -0.2% 3,163 $356K
Cladis Investment Advisory, LLC 0.20% No change 3,158 $355K
Gibbs Wealth Management 0.08% Reduce -7.3% 3,149 $354K
Leonteq Securities AG 0.02% Reduce -11.1% 3,147 $354K
Pitcairn Co. 0.03% Reduce -7.7% 3,140 $353K
Delta Asset Management LLC 0.03% No change 3,119 $351K
Park Place Capital Corp 0.07% Add +0.5% 3,110 $350K
BLB&B Advisors, LLC 0.02% Reduce -4.9% 3,102 $349K
Sandbox Financial Partners, LLC 0.10% No change 3,089 $348K
International Assets Investment Management, LLC 0.03% No change 3,329 $348K
Channel Wealth LLC 0.09% Add +0.8% 3,086 $347K
Widmann Financial Services, Inc. 0.22% Add +4.4% 3,081 $347K
Burt Wealth Advisors 0.09% No change 3,078 $346K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +9.4% 3,077 $346K
Single Point Partners, LLC 0.07% No change 3,076 $346K
Advisory Resource Group 0.06% Add +0.0% 3,066 $345K
Everhart Financial Group, Inc. 0.03% New 3,046 $343K
one8zero8, LLC 0.07% No change 3,040 $342K
Turtle Creek Wealth Advisors, LLC 0.03% Add +53.5% 3,031 $341K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 3,030 $341K
Coastal Bridge Advisors, LLC 0.03% Add +57.0% 3,028 $341K
Bryn Mawr Trust Advisors, LLC 0.02% Add +21.7% 3,028 $341K
Quarry LP 0.09% Add +12.7% 3,022 $340K
Colonial Trust Advisors 0.03% Reduce -3.5% 3,013 $339K
Severin Investments, LLC 0.30% Reduce -6.8% 3,012 $339K
SHUTTLEWORTH & Co 0.31% — 3,010 $339K
West Family Investments, Inc. 0.08% Add +22.1% 3,009 $339K
Dorsey Wright & Associates 0.08% Reduce -1.8% 3,001 $338K
Rithm Capital Corp. 0.86% New 3,000 $338K
Bantamac Capital, LLC 0.26% No change 3,000 $338K
Legacy Private Trust Co. 0.02% Reduce -7.7% 3,000 $338K
Aegis Wealth Management LLC 0.18% Reduce -1.8% 2,991 $336K
Horizon Family Wealth, Inc. 0.19% Add +0.8% 2,989 $336K
R Squared Ltd 0.14% Reduce -41.3% 2,980 $335K
Verity Asset Management, Inc. 0.11% Reduce -4.4% 2,979 $335K
FIL Ltd 0.00% No change 2,976 $335K
Holderness Investments Co. 0.07% Add +0.1% 2,957 $333K
Douglas Lane & Associates, LLC 0.00% Add +36.9% 2,955 $332K
Trust Point Inc. 0.03% New 2,954 $332K
Opal Wealth Advisors, LLC 0.09% Reduce -0.1% 2,954 $332K
Hilltop National Bank 0.08% No change 2,952 $332K
PharVision Advisers, LLC 0.19% New 2,944 $331K
Axq Capital, LP 0.13% New 2,937 $330K
Beaton Management Co. Inc. 0.15% No change 2,934 $330K
International Private Wealth Advisors LLC 0.21% Reduce -11.5% 2,930 $330K
Kanawha Capital Management LLC 0.02% Add +25.8% 2,928 $329K
MJP Associates Inc. 0.04% Add +4.6% 2,913 $328K
McIlrath & Eck, LLC 0.03% Add +6.7% 2,906 $327K
Bradley Foster & Sargent Inc. 0.00% Add +6.9% 2,905 $327K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,904 $327K
Associated Banc-Corp 0.01% No change 2,903 $327K
Central Bank & Trust Co. 0.05% No change 2,900 $326K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 2,900 $326K
Cornerstone Select Advisors, LLC 0.24% Reduce -2.6% 2,899 $326K
Meritage Portfolio Management 0.02% Reduce -4.7% 2,896 $326K
Old National Bancorp 0.01% Add +7.6% 2,893 $325K
L2 Asset Management, LLC 0.05% Add +21.7% 2,892 $325K
McCarthy & Cox 0.07% Reduce -3.1% 2,891 $325K
Juncture Wealth Strategies, LLC 0.11% Reduce -15.5% 2,890 $325K
Global Assets Advisory, LLC 0.10% Add +7.8% 2,889 $325K
Pinion Investment Advisors, LLC 0.09% Reduce -1.7% 2,799 $325K
Bank of Hawaii 0.02% Reduce -21.6% 2,884 $324K
Becker Capital Management Inc. 0.01% No change 2,883 $324K
Canal Capital Management, LLC 0.05% Add +0.8% 2,882 $324K
Chesley Taft & Associates LLC 0.01% Add +10.9% 2,880 $324K
LeClair Wealth Partners LLC 0.20% No change 2,874 $323K
Ameritas Advisory Services, LLC 0.02% Reduce -69.3% 2,866 $322K
Quent Capital, LLC 0.03% Add +8.0% 2,865 $322K
Financial Engines Advisors L.L.C. 0.00% Add +12.8% 2,835 $319K
Angeles Wealth Management, LLC 0.02% Add +3.9% 2,830 $318K
Point72 Europe (London) LLP 0.02% New 2,826 $318K
Fullcircle Wealth LLC 0.11% No change 2,636 $317K
Legacy Financial Advisors, Inc. 0.04% Add +40.8% 2,815 $317K
Court Place Advisors, LLC 0.10% No change 2,812 $316K
Beirne Wealth Consulting Services, LLC 0.08% New 2,808 $316K
Innova Wealth Partners 0.17% New 2,804 $316K
SCP Investment, LP 0.25% New 2,800 $315K
Chronos Wealth Management, LLC 0.15% No change 2,800 $315K
Birch Financial Group, LLC 0.19% Add +2.7% 2,797 $315K
McDonough Capital Management, Inc 0.16% No change 2,786 $313K
Peoples Financial Services Corp. 0.14% No change 2,785 $313K
IFG Advisory, LLC 0.01% Add +10.5% 2,774 $312K
A4 Wealth Advisors LLC 0.26% — 2,759 $310K
Latitude Advisors, LLC 0.14% Add +9.6% 2,754 $310K
Kovack Advisors, Inc. 0.03% Reduce -15.9% 2,750 $309K
Austin Private Wealth, LLC 0.02% Add +4.3% 2,746 $309K
Drive Wealth Management, LLC 0.07% Add +12.7% 2,745 $309K
Alta Advisers Ltd 0.09% No change 2,739 $308K
Jackson Thornton Wealth Management, LLC 0.03% New 2,605 $308K
Ossiam 0.00% Add +5.7% 2,720 $306K
Maia Wealth LLC 0.05% Add +2.5% 2,495 $306K
United Asset Strategies, Inc. 0.02% Add +2.3% 2,686 $302K
SkyView Investment Advisors, LLC 0.04% No change 2,686 $302K
Icon Wealth Advisors, LLC 0.02% No change 2,675 $301K
Lebenthal Global Advisors, LLC 0.05% Reduce -0.1% 2,671 $301K
Ingalls & Snyder LLC 0.01% Reduce -7.8% 2,670 $300K
First Merchants Corp. 0.01% Reduce -5.4% 2,664 $300K
Safeguard Investment Advisory Group, LLC 0.07% Add +7.7% 2,661 $299K
Gilman Hill Asset Management, LLC 0.05% Reduce -4.5% 2,660 $299K
Miller Financial Services LLC 0.35% Reduce -0.9% 2,657 $299K
Peoples Bank 0.30% Reduce -20.4% 2,657 $299K
JB Capital LLC 0.01% Add +0.7% 2,655 $299K
Powers Advisory Group, LLC 0.12% Add +18.6% 2,653 $298K
West Bancorporation Inc. 0.17% Reduce -6.1% 2,649 $298K
Asset Allocation & Management Company, LLC 0.13% No change 2,646 $298K
Shakespeare Wealth Management, LLC 0.07% Add +0.2% 2,633 $296K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +0.4% 2,626 $295K
Altfest L J & Co. Inc. 0.03% Reduce -3.4% 2,625 $295K
Terril Brothers, Inc. 0.09% New 2,615 $294K
Freestone Capital Holdings, LLC 0.01% New 2,611 $294K
CHICAGO TRUST Co NA 0.04% Add +0.2% 2,610 $294K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,604 $293K
SLT Holdings LLC 0.20% New 2,600 $293K
Good Steward Wealth Advisors,LLC 0.20% Reduce -25.8% 2,599 $292K
Clear Creek Financial Management, LLC 0.03% Add +14.1% 2,598 $292K
Schulhoff & Co. Inc. 0.12% No change 2,595 $292K
Sonora Investment Management Group, LLC 0.02% Reduce -16.4% 2,592 $292K
Charles Schwab Trust Co 0.02% No change 2,590 $291K
Sunbelt Securities, Inc. 0.02% Reduce -47.8% 2,586 $291K
Whalen Wealth Management Inc. 0.17% New 2,571 $289K
Ewa, LLC 0.08% Add +15.2% 2,568 $289K
KPP Advisory Services LLC 0.04% New 2,567 $289K
Stratos Investment Management, LLC 0.01% Add +5.0% 2,549 $287K
Townsend Asset Management Corp. /NC/ 0.10% Reduce -15.1% 2,540 $286K
Investment Research Partners LLC 0.13% — 2,338 $285K
Mechanics Financial Corp 0.11% No change 2,530 $285K
Bayforest Capital Ltd 0.14% New 2,524 $284K
Tiemann Investment Advisors, LLC 0.11% No change 2,515 $283K
Bahl & Gaynor LLC 0.00% Reduce -9.1% 2,507 $282K
Ashton Thomas Private Wealth, LLC 0.01% Add +8.3% 2,504 $282K
Payden & Rygel 0.02% No change 2,500 $281K
Sunpointe, LLC 0.10% Add +6.7% 2,497 $281K
Wolverine Trading, LLC 0.01% New 2,552 $280K
Fortem Financial Group, LLC 0.08% Reduce -8.4% 2,489 $280K
Tradition Wealth Management, LLC 0.02% New 2,488 $280K
Insight Advisors, LLC/ PA 0.04% Add +6.4% 2,479 $279K
Certuity, LLC 0.02% Add +15.8% 2,477 $279K
Investment Advisory Services Inc. /TX 0.09% Reduce -8.0% 2,469 $278K
Full Sail Capital, LLC 0.02% New 2,456 $276K
Quest Investment Management LLC 0.03% Add +0.0% 2,453 $276K
Trilogy Capital Inc. 0.01% Reduce -2.7% 2,451 $276K
Biltmore Family Office, LLC 0.04% Reduce -18.2% 2,448 $275K
Accel Wealth Management 0.08% Add +0.6% 2,432 $274K
Financial Enhancement Group LLC 0.04% No change 2,297 $271K
Salomon & Ludwin, LLC 0.02% Add +18.3% 2,377 $271K
Cutler Investment Counsel LLC 0.03% Reduce -1.9% 2,406 $271K
Ifrah Financial Services, Inc. 0.07% Reduce -0.7% 2,401 $270K
GPS Wealth Strategies Group, LLC 0.03% No change 2,396 $270K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.8% 2,396 $270K
GGM Financial LLC 0.14% Add +0.8% 2,394 $269K
RiverFront Investment Group, LLC 0.00% New 2,387 $269K
PKS Advisory Services, LLC 0.06% Reduce -2.0% 2,381 $268K
Affinity Investment Advisors, LLC 0.18% Reduce -9.5% 2,380 $268K
Eisler Capital Management Ltd. 0.01% New 2,501 $268K
Everett Harris & Co. 0.00% No change 2,369 $267K
XML Financial, LLC 0.02% No change 2,360 $266K
Caldwell Sutter Capital, Inc. 0.11% Reduce -0.6% 2,355 $265K
Verus Financial Partners, Inc. 0.03% Add +9.4% 2,346 $264K
Pinnacle Bancorp, Inc. 0.08% Add +10.1% 2,336 $263K
Optimize Financial Inc. 0.14% New 2,335 $263K
von Borstel & Associates, Inc. 0.04% New 2,139 $262K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -4.5% 2,326 $262K
MCF Advisors LLC 0.02% Add +1.8% 2,325 $262K
WNY Asset Management, LLC 0.03% Add +0.1% 2,319 $261K
Phoenix Wealth Advisors 0.10% No change 2,312 $260K
Capital Squared Financial LLC 0.23% Add +0.8% 2,309 $260K
Brian Low Financial Group, LLC 0.20% No change 2,305 $259K
Cornerstone Capital, Inc. 0.03% No change 2,300 $259K
Blue Fin Capital, Inc. 0.04% Reduce -4.8% 2,298 $259K
Waddell & Associates, LLC 0.02% New 2,293 $258K
IVC Wealth Advisors LLC 0.12% New 2,292 $258K
Essential Partners LLC 0.09% Add +2336.2% 2,290 $258K
Integrity Alliance, Llc. 0.01% New 2,288 $257K
Richwood Investment Advisors, LLC 0.20% Reduce -3.4% 2,288 $257K
May Hill Capital, LLC 0.08% Add +6.3% 2,280 $256K
DMC Group, LLC 0.18% New 2,277 $256K
Thoroughbred Financial Services, LLC 0.02% New 2,283 $256K
Central Pacific Bank - Trust Division 0.03% Reduce -8.1% 2,275 $256K
Claris Financial LLC 0.15% Add +0.6% 2,274 $256K
North Star Asset Management Inc. 0.01% Reduce -2.1% 2,270 $255K
Wealth Quarterback LLC 0.10% Add +0.6% 2,267 $255K
Cozad Asset Management Inc. 0.02% No change 2,253 $253K
Fiduciary Group, LLC 0.02% No change 2,249 $253K
Richardson Financial Services Inc. 0.16% Reduce -2.4% 2,244 $252K
Journey Advisory Group, LLC 0.02% No change 2,244 $252K
Private Capital Advisors, Inc. 0.03% No change 2,240 $252K
WASHINGTON TRUST Co 0.01% No change 2,240 $252K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -0.4% 2,232 $251K
Garland Capital Management Inc. 3.45% Reduce -76.7% 2,230 $251K
National Wealth Management Group, LLC 0.09% New 2,223 $250K
Fidelis Capital Partners, LLC 0.02% Add +0.3% 2,222 $250K
German American Bancorp, Inc. 0.02% Reduce -3.5% 2,221 $250K
WealthBridge Capital Management, LLC 0.06% Reduce -19.6% 2,216 $249K
Schmidt P J Investment Management Inc. 0.04% No change 2,212 $249K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 2,201 $248K
Williams Jones Wealth Management, LLC. 0.00% No change 2,197 $247K
Werba Rubin Papier Wealth Management 0.04% Add +1.6% 2,179 $245K
Foster & Motley Inc. 0.01% Add +0.5% 2,179 $245K
Meridian Financial Advisors, LLC 0.14% Add +0.2% 2,177 $245K
Family Manage LLC 0.03% No change 2,165 $244K
CVA Family Office, LLC 0.03% No change 2,164 $243K
Trust Co. of Vermont 0.01% No change 2,160 $243K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 2,110 $243K
Sapient Capital LLC 0.00% Reduce -5.6% 2,207 $242K
Diversify Wealth Management, LLC 0.01% Reduce -8.4% 2,015 $242K
FDx Advisors, Inc. 0.07% Add +1.0% 2,003 $241K
Atlas Wealth LLC 0.10% No change 2,140 $241K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -6.8% 2,065 $240K
Wayfinding Financial, LLC 0.10% Add +0.9% 2,131 $239K
Lokken Investment Group LLC 0.08% Add +0.1% 2,124 $239K
Advyzon Investment Management, LLC 0.04% New 2,122 $239K
Legacy Solutions, LLC 0.21% Reduce -1.8% 2,119 $238K
Rockbridge Asset Management LLC 0.14% No change 2,116 $238K
Truvestments Capital LLC 0.04% Add +7.3% 2,113 $238K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $237K
Econ Financial Services Corp 0.12% No change 2,106 $237K
Baron Silver Stevens Financial Advisors, LLC 0.03% Reduce -0.1% 2,092 $235K
Johnson Financial Group, Inc. 0.01% Add +28.2% 2,092 $235K
First Financial Bank - Trust Division 0.02% No change 2,090 $235K
Resonant Capital Advisors, LLC 0.01% New 2,078 $234K
Bouchey Financial Group, Ltd. 0.02% Add +0.1% 2,067 $233K
Marco Investment Management LLC 0.02% Reduce -2.5% 2,064 $232K
Patton Fund Management, Inc. 0.04% No change 2,063 $232K
Fortitude Advisory Group L.L.C. 0.12% Add +0.1% 2,062 $232K
VSM Wealth Advisory, LLC 0.07% Reduce -3.3% 2,060 $232K
Catalyst Financial Partners LLC 0.03% Add +6.1% 2,053 $231K
First National Bank & Trust Co. of Newtown 0.04% No change 2,052 $231K
Leslie Global Wealth, LLC 0.11% Add +0.1% 2,051 $231K
Tyche Wealth Partners LLC 0.04% Reduce -2.3% 2,050 $231K
Bender Robert & Associates 0.05% No change 2,050 $231K
Azimuth Capital Investment Management LLC 0.01% No change 2,050 $231K
Glass Jacobson Investment Advisors llc 0.08% No change 2,049 $231K
Philadelphia Trust Co. 0.02% New 2,040 $230K
Red Door Wealth Management, LLC 0.02% Reduce -9.9% 2,042 $230K
LCM Capital Management Inc 0.11% No change 2,039 $229K
Curi Capital, LLC 0.00% Reduce -6.9% 2,033 $229K
MTM Investment Management, LLC 0.07% Add +0.1% 2,033 $229K
SYM FINANCIAL Corp 0.02% New 2,013 $226K
Barnes Wealth Management Group, Inc 0.12% New 2,010 $226K
Venturi Wealth Management, LLC 0.01% Reduce -0.9% 2,007 $226K
Security Financial Services, INC. 0.04% New 2,002 $225K
Oak Family Advisors, LLC 0.07% No change 2,000 $225K
Hartford Financial Management Inc. 0.06% No change 2,000 $225K
Aries Wealth Management 0.05% No change 2,000 $225K
Catalyst Funds Management Pty Ltd 0.03% New 2,000 $225K
Atlantic Family Wealth, LLC 0.17% Reduce -1.1% 1,999 $225K
AssuredPartners Investment Advisors, LLC 0.05% New 1,999 $225K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.1% 1,997 $225K
Evanson Asset Management, LLC 0.01% No change 1,995 $224K
Carson Advisory Inc. 0.12% No change 1,977 $222K
Bogart Wealth, LLC 0.01% Add +0.6% 1,974 $222K
Independence Bank of Kentucky 0.03% No change 1,970 $222K
Signature Wealth Management Group 0.09% Reduce -7.3% 1,952 $220K
Quantum Financial Advisors, LLC 0.03% No change 1,950 $219K
Koss-Olinger Consulting, LLC 0.02% No change 2,112 $219K
FLC Capital Advisors 0.04% Add +0.1% 1,932 $217K
CMG Global Holdings, LLC 0.11% New 1,830 $217K
Pallas Capital Advisors LLC 0.01% New 1,927 $217K
Dover Advisors, LLC 0.09% New 1,925 $217K
Relyea Zuckerberg Hanson LLC 0.02% New 1,912 $215K
LVM Capital Management Ltd. 0.02% New 1,900 $214K
Seamount Financial Group Inc. 0.10% New 1,900 $214K
Mosaic Family Wealth Partners, LLC 0.03% No change 1,947 $214K
Mayflower Financial Advisors, LLC 0.03% New 1,899 $214K
Fielder Capital Group LLC 0.05% New 1,897 $213K
Linscomb Wealth, Inc. 0.01% New 1,892 $213K
Manchester Capital Management LLC 0.03% Reduce -9.2% 1,887 $212K
Phillips Wealth Planners LLC 0.18% New 1,829 $212K
Grove Bank & Trust 0.02% Reduce -73.7% 1,878 $211K
Earned Wealth Advisors, LLC 0.03% New 1,868 $210K
Gen-Wealth Partners Inc 0.07% Reduce -3.1% 1,866 $210K
STAR Financial Bank 0.12% New 1,863 $210K
Longboard Asset Management, LP 0.34% New 1,862 $209K
TCI Wealth Advisors, Inc. 0.01% New 1,860 $209K
Warner Group LLC 0.14% — 1,859 $209K
Element Wealth, LLC 0.09% New 1,856 $209K
Burling Wealth Partners, LLC 0.03% Reduce -14.9% 1,850 $208K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.7% 1,868 $208K
Wealth Architects, LLC 0.02% New 1,847 $208K
Vista Capital Partners, Inc. 0.02% New 1,846 $208K
Wexford Capital LP 0.06% Reduce -88.7% 1,837 $207K
First Commonwealth Financial Corp 0.03% New 1,836 $207K
Occidental Asset Management, LLC 0.03% New 1,835 $206K
IFS Group,LLC 0.18% — 1,830 $206K
Pacific Center for Financial Services 0.05% No change 1,825 $205K
Windsor Advisory Group, LLC 0.18% New 1,821 $205K
Consolidated Portfolio Review Corp 0.03% New 1,820 $205K
Riverwater Partners LLC 0.08% New 1,819 $205K
Balanced Wealth Group LLC 0.09% No change 1,957 $204K
Planned Solutions, Inc. 0.07% Reduce -6.5% 1,814 $204K
LaSalle St. Investment Advisors, LLC 0.04% New 1,813 $204K
Childress Capital Advisors, LLC 0.04% New 1,812 $204K
Krane Funds Advisors LLC 0.01% Reduce -24.2% 1,735 $204K
FAS Wealth Partners, Inc. 0.01% New 1,804 $203K
L.M. Kohn & Company 0.24% Reduce -24.3% 1,800 $203K
Marble Harbor Investment Counsel, LLC 0.02% New 1,800 $203K
Cullinan Associates Inc. 0.01% New 1,800 $203K
Great Lakes Advisors, LLC 0.00% New 1,796 $202K
AlphaCore Capital LLC 0.01% Add +129.7% 1,794 $202K
Ransom Advisory, Ltd 0.09% No change 1,794 $202K
Balefire, LLC 0.04% New 1,793 $202K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,780 $200K
Westside Investment Management, Inc. 0.03% Add +11.1% 1,778 $200K
GHP Investment Advisors, Inc. 0.01% Reduce -0.5% 1,768 $199K
Versant Capital Management, Inc 0.03% Add +4.9% 1,765 $199K
Hills Bank & Trust Co 0.01% No change 1,748 $197K
Cromwell Holdings LLC 0.10% No change 1,731 $195K
Avalon Trust Co 0.01% Add +0.5% 1,731 $195K
Centaurus Financial, Inc. 0.01% Reduce -25.0% 1,723 $194K
Financial Consulate, Inc. 0.03% New 1,689 $190K
Wellington Shields Capital Management, LLC 0.03% No change 1,680 $189K
Cary Street Partners Investment Advisory LLC 0.08% Add +107.3% 1,640 $184K
Virtus Investment Advisers, LLC 0.05% Reduce -4.3% 1,613 $181K
JNBA Financial Advisors 0.02% No change 1,609 $181K
Rosenberg Matthew Hamilton 0.04% Add +6.4% 1,525 $172K
New Age Alpha Advisors, LLC 0.01% Add +64.7% 1,500 $169K
Heritage Wealth Advisors 0.01% Add +15.5% 1,493 $168K
South Plains Financial, Inc. 0.10% Add +2.4% 1,464 $165K
Princeton Global Asset Management LLC 0.03% Add +0.1% 1,438 $162K
S.A. Mason LLC 0.07% No change 1,430 $161K
LFA - Lugano Financial Advisors SA 0.08% Add +6.8% 1,412 $159K
CYBER HORNET ETFs LLC 0.10% Add +3.8% 1,410 $159K
REAP Financial Group, LLC 0.03% Add +17.3% 1,399 $157K
Tsfg, LLC 0.02% Add +0.1% 1,384 $156K
Private Wealth Asset Management, LLC 0.02% No change 1,385 $156K
Sentry Investment Management LLC 0.10% Reduce -20.9% 1,312 $155K
Cohen & Steers, Inc. 0.00% No change 1,375 $155K
Key Financial Inc 0.03% Reduce -1.0% 1,353 $153K
ESL Trust Services, LLC 0.03% No change 1,353 $152K
Blume Capital Management, Inc. 0.03% No change 1,350 $152K
Coastline Trust Co 0.02% Add +10.5% 1,326 $149K
Dakota Community Bank & Trust NA 0.59% Reduce -1.0% 1,320 $149K
Security National Bank 0.02% No change 1,267 $143K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,261 $142K
AllSquare Wealth Management LLC 0.07% No change 1,260 $142K
SJS Investment Consulting Inc. 0.02% Add +9576.9% 1,258 $142K
Palisade Asset Management, LLC 0.01% New 1,252 $141K
Evelyn Partners Asset Management Ltd 0.03% No change 1,250 $141K
ORG Partners LLC 0.03% Add +4.3% 1,228 $138K
Acima Private Wealth, LLC 0.04% No change 1,224 $138K
Rowlandmiller & Partners.adv 0.03% Reduce -2.8% 1,208 $136K
Wilmington Savings Fund Society, FSB 0.00% Reduce -82.4% 1,198 $135K
1620 Investment Advisors, Inc. 0.09% Reduce -3.3% 1,181 $133K
Chelsea Counsel Co. 0.06% Add +3.1% 1,145 $129K
Catalyst Capital Advisors LLC 0.00% Reduce -8.2% 1,136 $128K
Nemes Rush Group LLC 0.01% No change 1,127 $127K
Crewe Advisors LLC 0.01% Add +16.6% 1,125 $127K
Saranac Partners Ltd 0.03% New 1,120 $126K
Tompkins Financial Corp. 0.01% No change 1,111 $125K
Y.D. More Investments Ltd 0.01% Reduce -20.0% 1,103 $124K
Hughes Financial Services, LLC 0.02% Reduce -0.5% 1,006 $123K
Old Second National Bank of Aurora 0.02% Add +4.9% 1,070 $120K
Strategic Wealth Partners, Ltd. 0.01% Add +44.3% 1,069 $120K
TCTC Holdings, LLC 0.00% Reduce -40.3% 1,051 $118K
Perkins Coie Trust Co 0.02% No change 1,040 $117K
Affinity Wealth LLC 0.09% No change 1,034 $116K
Oakworth Capital, Inc. 0.01% Reduce -2.7% 1,018 $115K
Vermillion & White Wealth Management Group, LLC 0.07% Add +578.7% 1,018 $115K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $114K
SRH Advisors, LLC 0.03% No change 1,000 $113K
LGT Financial Advisors LLC 0.24% Add +0.7% 991 $111K
Resources Management Corp. /CT/ 0.01% No change 978 $110K
Duncker Streett & Co. Inc. 0.02% No change 941 $106K
USA Financial Formulas 0.02% Reduce -96.8% 935 $105K
Deseret Mutual Benefit Administrators 0.04% No change 893 $100K
Stephens Consulting, LLC 0.03% Reduce -1.6% 891 $100K
Wellington Shields & Co., LLC 0.02% No change 850 $96K
CNB Bank 0.04% Reduce -23.6% 846 $95K
Financial Freedom, LLC 0.05% No change 846 $95K
Tortoise Investment Management, LLC 0.01% Add +0.5% 843 $95K
Harbor Investment Advisory, LLC 0.01% No change 831 $93K
Blue Bell Private Wealth Management, LLC 0.01% No change 820 $92K
Montag A & Associates Inc. 0.00% Add +189.0% 815 $92K
Crews Bank & Trust 0.01% Reduce -29.9% 813 $91K
Concord Wealth Partners 0.01% Reduce -74.7% 813 $91K
Towne Trust Company, N.A 0.03% No change 800 $90K
Capital Advisors, Ltd. LLC 0.01% No change 804 $90K
Sittner & Nelson, LLC 0.03% No change 794 $89K
WFA Asset Management Corp 0.05% Add +0.8% 869 $89K
First Command Advisory Services, Inc. 0.00% No change 781 $88K
First United Bank & Trust 0.03% No change 758 $85K
Rossby Financial, LCC 0.03% Add +15.3% 755 $85K
Cornerstone Planning Group LLC 0.01% Add +20.6% 698 $85K
Loomis Sayles & Co. L P 0.00% Reduce -20.4% 749 $84K
Smithfield Trust Co 0.00% No change 737 $84K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +51.0% 740 $83K
Valley National Advisers Inc. 0.01% Add +0.4% 740 $83K
Hurley Capital, LLC 0.04% No change 700 $79K
NFSG Corp 0.01% Add +0.4% 699 $79K
Fiduciary Advisors, Inc. 0.06% No change 687 $77K
Mascoma Wealth Management LLC 0.02% Add +6.5% 639 $72K
Graney & King, LLC 0.05% No change 634 $71K
SBI Securities Co., Ltd. 0.00% Add +16.2% 632 $71K
SOA Wealth Advisors, LLC. 0.01% Add +0.2% 630 $71K
Ostrum Asset Management 0.00% Reduce -3.1% 630 $71K
LRI Investments, LLC 0.01% Add +70.7% 623 $70K
Dunhill Financial, LLC 0.02% Add +0.2% 623 $70K
Aventura Private Wealth, LLC 0.03% Reduce -45.1% 618 $70K
Bangor Savings Bank 0.01% No change 614 $69K
DT Investment Partners, LLC 0.01% No change 593 $67K
Barrett & Company, Inc. 0.02% Add +0.2% 583 $66K
Provenance Wealth Advisors, LLC 0.01% No change 580 $65K
Horizon Bancorp Inc. 0.03% No change 576 $65K
Raiffeisen Bank International AG 0.00% Add +134.1% 590 $65K
IFS Advisors, LLC 0.04% No change 571 $64K
Corsicana & Co. 0.04% — 555 $62K
Root Financial Partners, LLC 0.00% New 555 $62K
Financial Avengers, Inc. 0.03% Reduce -7.5% 555 $62K
Smallwood Wealth Investment Management, LLC 0.03% No change 550 $62K
Lowe Wealth Advisors, LLC 0.02% No change 541 $61K
Operose Advisors LLC 0.02% No change 540 $61K
Future Financial Wealth Managment LLC 0.04% Add +1.0% 509 $57K
Pin Oak Investment Advisors Inc. 0.04% No change 508 $57K
American National Bank & Trust 0.01% Reduce -77.5% 507 $57K
TFC Financial Management, Inc. 0.01% No change 501 $56K
Piscataqua Savings Bank 0.04% No change 500 $56K
Hoese & Co LLP 0.04% No change 500 $56K
Byrne Asset Management LLC 0.04% New 490 $55K
Adirondack Trust Co. 0.02% No change 473 $53K
West Oak Capital, LLC 0.03% Add +29.2% 465 $52K
Reyes Financial Architecture, Inc. 0.04% No change 463 $52K
Boyd Watterson Asset Management LLC 0.02% No change 460 $52K
Hoey Investments, Inc. 0.01% No change 460 $52K
S&T Bank 0.01% No change 449 $51K
Avion Wealth 0.01% Add +3.0% 452 $50K
Silvant Capital Management LLC 0.00% No change 439 $49K
True Wealth Design, LLC 0.02% Add +565.1% 439 $49K
GW&K Investment Management, LLC 0.00% Reduce -10.1% 438 $49K
Rise Advisors, LLC 0.02% Add +1.9% 432 $49K
Nvwm, LLC 0.01% No change 418 $47K
Hemington Wealth Management 0.01% Add +9.0% 424 $47K
Steigerwald, Gordon & Koch Inc. 0.00% New 416 $47K
JPL Wealth Management, LLC 0.01% New 414 $47K
Evermay Wealth Management LLC 0.01% No change 410 $46K
Covestor Ltd 0.03% Reduce -10.8% 407 $46K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 408 $46K
Birchbrook, Inc. 0.02% Add +0.3% 408 $46K
Flagship Wealth Advisors, LLC 0.01% Add +67.5% 402 $45K
Asset Dedication, LLC 0.00% Add +9.1% 395 $44K
Pingora Partners LLC 0.03% No change 385 $43K
Morse Asset Management, Inc 0.01% Add +418.9% 384 $43K
Walleye Capital LLC 0.00% Reduce -31.6% 380 $43K
MV Capital Management, Inc. 0.00% No change 377 $42K
TD Capital Management LLC 0.00% Add +0.8% 373 $42K
E Fund Management (Hong Kong) Co., Ltd. 0.03% Add +112.6% 370 $42K
North Capital, Inc. 0.03% Add +4.5% 369 $42K
Beaird Harris Wealth Management, LLC 0.00% Reduce -3.2% 358 $40K
Heartwood Wealth Advisors LLC 0.00% New 357 $40K
New Millennium Group LLC 0.02% Add +0.9% 343 $39K
Wealth Watch Advisors, INC 0.02% New 343 $39K
High Note Wealth, LLC 0.01% Add +0.6% 343 $39K
Aventus Investment Advisors, Inc. 0.03% No change 320 $36K
Cedar Mountain Advisors, LLC 0.01% Add +17.0% 316 $36K
GoalVest Advisory LLC 0.01% No change 313 $35K
Osterweis Capital Management Inc. 0.00% No change 310 $35K
Fourth Dimension Wealth, LLC 0.01% Add +0.7% 309 $35K
Imprint Wealth LLC 0.11% — 308 $35K
Canton Hathaway, LLC 0.01% No change 300 $34K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 300 $34K
Burkett Financial Services, LLC 0.01% Add +1.1% 285 $32K
Missouri Trust & Investment Co 0.01% Reduce -4.8% 280 $32K
Advantage Trust Co 0.01% No change 275 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +1.1% 270 $30K
First Community Trust NA 0.02% No change 266 $30K
Transamerica Financial Advisors, LLC 0.00% New 260 $29K
Measured Wealth Private Client Group, LLC 0.01% New 259 $29K
Webster Bank, N. A. 0.00% No change 250 $28K
HHM Wealth Advisors, LLC 0.00% Reduce -10.1% 249 $28K
Binnacle Investments Inc 0.02% Add +9.8% 246 $28K
Glen Eagle Advisors, LLC 0.00% Add +28.4% 244 $27K
BankPlus Trust Department 0.01% No change 236 $27K
Main Street Group, LTD 0.01% No change 232 $26K
Harbor Capital Advisors, Inc. 0.00% New 235 $26K
Sarver Vrooman Wealth Advisors 0.02% No change 229 $26K
Dogwood Wealth Management LLC 0.01% Add +330.2% 228 $26K
Meeder Asset Management Inc. 0.00% New 228 $26K
Hopwood Financial Services, Inc. 0.02% Reduce -10.0% 225 $25K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.7% 225 $25K
Highline Wealth Partners LLC 0.01% Add +4.4% 212 $24K
Bank of New Hampshire 0.01% Reduce -19.6% 205 $23K
Lavaca Capital LLC 0.00% No change 200 $23K
IMA Advisory Services, Inc. 0.00% Reduce -38.2% 199 $22K
Midwest Capital Advisors, LLC 0.01% No change 195 $22K
Frazier Financial Advisors, LLC 0.01% Reduce -37.0% 192 $22K
Bruce G. Allen Investments, LLC 0.02% No change 191 $21K
Aspect Partners, LLC 0.01% No change 191 $21K
Prestige Wealth Management Group LLC 0.00% No change 184 $21K
Fairscale Capital, LLC 0.01% No change 183 $21K
Washington Trust Advisors, Inc. 0.00% No change 180 $20K
Banque Transatlantique SA 0.00% No change 180 $20K
Tradewinds Capital Management, LLC 0.00% Add +1073.3% 176 $20K
Founders Capital Management 0.01% No change 173 $19K
Summit Securities Group LLC 0.01% New 173 $19K
Physician Wealth Advisors, Inc. 0.00% New 162 $18K
Bell Investment Advisors, Inc 0.00% Reduce -7.3% 153 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -91.4% 150 $17K
Hara Capital LLC 0.01% No change 150 $17K
Pacifica Partners Inc. 0.01% No change 147 $17K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.3% 147 $17K
Rialto Wealth Management, LLC 0.00% Add +6.7% 143 $16K
Spurstone Advisory Services, LLC 0.22% No change 138 $16K
Financial Management Professionals, Inc. 0.00% Reduce -2.1% 138 $16K
Financial Perspectives, Inc 0.00% Reduce -20.4% 137 $15K
TruNorth Capital Management, LLC 0.00% No change 137 $15K
Cape Investment Advisory, Inc. 0.02% Reduce -82.0% 136 $15K
WPG Advisers, LLC 0.01% Add +7.5% 129 $15K
Activest Wealth Management 0.00% Add +7.7% 126 $14K
Front Row Advisors LLC 0.00% No change 125 $14K
Fortis Group Advisors, LLC 0.00% No change 125 $14K
Valued Wealth Advisors LLC 0.01% Add +1.7% 122 $14K
Fortitude Family Office, LLC 0.00% No change 121 $14K
Sound Income Strategies, LLC 0.00% Add +75.8% 116 $14K
WFA of San Diego, LLC 0.01% No change 120 $14K
Retirement Wealth Solutions LLC 0.01% No change 119 $13K
Evolution Wealth Management Inc. 0.01% Add +11.5% 116 $13K
Howard Hughes Medical Institute 0.01% No change 115 $13K
Quest 10 Wealth Builders, Inc. 0.01% Add +12.9% 114 $13K
Financial Network Wealth Advisors LLC 0.01% No change 109 $12K
Parvin Asset Management, LLC 0.01% No change 109 $12K
Holos Integrated Wealth LLC 0.01% No change 100 $12K
Roxbury Financial LLC 0.01% No change 102 $11K
Thompson Investment Management, Inc. 0.00% Add +50.0% 102 $11K
Grey Fox Wealth Advisors, LLC 0.00% New 101 $11K
WealthCollab, LLC 0.01% No change 101 $11K
Ascentis Wealth Management, LLC 0.00% No change 100 $11K
Vermillion Wealth Management, Inc. 0.00% Add +1.0% 101 $11K
Hager Investment Management Services, LLC 0.01% No change 100 $11K
Kentucky Trust Co 0.01% No change 100 $11K
SWAN Capital LLC 0.00% No change 100 $11K
Sachetta, LLC 0.00% No change 100 $11K
Costello Asset Management, INC 0.00% New 100 $11K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $11K
Estabrook Capital Management 0.00% No change 100 $11K
Capula Management Ltd 0.00% Reduce -86.6% 98 $11K
Coston, McIsaac & Partners 0.00% No change 100 $11K
Roble, Belko & Company, Inc 0.00% Reduce -50.0% 100 $11K
Abound Wealth Management 0.00% Add +55.9% 92 $10K
New England Capital Financial Advisors LLC 0.00% No change 86 $10K
Alerus Financial NA 0.00% No change 86 $10K
Clark Wealth Partners 0.01% Add +27.7% 83 $10K
General Partner, Inc. 0.01% No change 85 $10K
Kozak & Associates, Inc. 0.00% New 77 $9K
Clearstead Trust, LLC 0.00% Reduce -23.4% 82 $9K
Prudent Man Investment Management, Inc. 0.01% No change 100 $9K
Vision Financial Markets LLC 0.01% No change 79 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 78 $9K
Westfuller Advisors, LLC 0.00% New 77 $9K
Legacy Wealth Managment, LLC 0.00% New 77 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +204.0% 76 $9K
1248 Management, LLC 0.00% No change 75 $8K
NBT Bank, N.A. 0.00% No change 75 $8K
Riverview Trust Co 0.01% No change 72 $8K
Seneschal Advisors, LLC 0.01% New 72 $8K
Wolff Wiese Magana LLC 0.00% No change 67 $8K
Red Tortoise LLC 0.00% No change 67 $8K
Clean Yield Group 0.00% New 66 $7K
Elevation Wealth Partners, LLC 0.00% Add +62.5% 65 $7K
Cedar Wealth Management, LLC 0.00% No change 63 $7K
CGC Financial Services, LLC 0.00% No change 61 $7K
1 North Wealth Services LLC 0.00% No change 60 $7K
Solstein Capital, LLC 0.00% Reduce -23.3% 56 $6K
FSA Wealth Management LLC 0.00% No change 56 $6K
Access Investment Management LLC 0.00% No change 56 $6K
Investors Research Corp 0.00% No change 56 $6K
FWL Investment Management, LLC 0.00% New 55 $6K
Scarborough Advisors, LLC 0.00% No change 55 $6K
Ulland Investment Advisors, LLC 0.00% No change 50 $6K
Millstone Evans Group, LLC 0.00% Reduce -65.4% 53 $6K
Anfield Capital Management, LLC 0.00% Add +26.2% 53 $6K
Bare Financial Services, Inc 0.00% No change 53 $6K
Wealth Preservation Advisors, LLC 0.00% Reduce -90.7% 51 $6K
Stone House Investment Management, LLC 0.00% Add +13.3% 51 $6K
Marquette Asset Management, LLC 0.00% New 51 $6K
Curat Global, LLC 0.01% No change 50 $6K
Kilter Group LLC 0.00% No change 50 $6K
West Branch Capital LLC 0.00% No change 50 $6K
Alpine Bank Wealth Management 0.00% No change 48 $5K
Strengthening Families & Communities, LLC 0.00% New 46 $5K
Private Wealth Management Group, LLC 0.00% No change 45 $5K
Cloud Capital Management, LLC 0.00% New 48 $5K
Penserra Capital Management LLC 0.00% No change 45 $5K
Global Wealth Strategies & Associates 0.00% New 36 $4K
Mb, Levis & Associates, LLC 0.00% No change 35 $4K
Principia Wealth Advisory, LLC 0.00% Add +6.7% 32 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $4K
IMG Wealth Management, Inc. 0.00% No change 31 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $3K
Strategic Advocates LLC 0.00% New 31 $3K
Medallion Wealth Advisors, LLC 0.00% No change 30 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +20.8% 29 $3K
Raffa Wealth Management, LLC 0.00% Add +133.3% 28 $3K
Mma Asset Management LLC 0.00% New 27 $3K
Ameriflex Group, Inc. 0.00% Reduce -94.0% 26 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 25 $3K
WestEnd Advisors, LLC 0.00% New 25 $3K
Hollencrest Capital Management 0.00% No change 24 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $3K
Guerra Advisors Inc 0.00% New 19 $2K
Core Alternative Capital 0.00% No change 19 $2K
Toth Financial Advisory Corp. 0.00% Add +20.0% 18 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Hanson & Doremus Investment Management 0.00% New 20 $2K
Winnacle Wealth LLC 0.00% New 17 $2K
Foster Dykema Cabot & Partners, LLC 0.00% New 16 $2K
Nova Wealth Management, Inc. 0.00% No change 14 $2K
Texas Capital Bancshares Inc 0.00% New 13 $1K
American Capital Advisory, LLC 0.00% Add +25.0% 10 $1K
HFM Investment Advisors, LLC 0.00% No change 10 $1K
Davis Capital Management 0.00% — 9 $1K
Financial Gravity Asset Management, Inc. 0.00% — 9 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.8% 11 $1K
DecisionPoint Financial, LLC 0.00% No change 8 $902
Quaker Wealth Management, LLC 0.00% No change 7 $788
Breakwater Investment Management 0.00% New 5 $563
Mizuho Securities Co. Ltd. 0.00% New 5 $562
Family Legacy Financial Solutions, LLC 0.00% Reduce -20.0% 4 $450
Redwood Park Advisors LLC 0.00% No change 3 $338
Rakuten Securities, Inc. 0.00% Reduce -90.0% 3 $338
Asset Planning,Inc 0.00% Add +11208.0% 104,938 $113
Centerpoint Advisors, LLC 0.00% No change 4 $0

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