American Electric PowerAEP

13F holders, Q4 2025 (December 31)
1,861holders +145
151new positions
83sold out
10famous investors
$115.28avg. 13F price*

At the end of Q4 2025, 1,861 institutions reported holding American Electric Power (AEP) in their 13F filings, up 145 from Q3 2025. 151 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock, Inc. ($5.3B) and State Street Corp. ($3.5B). 10 famous investors held it, including Carl Icahn (1.6% of Icahn Capital's portfolio), Daniel Sundheim (0.4% of D1 Capital Partners's portfolio) and Cliff Asness (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions151$314.5M
Exits83$361.5M

All 13F filers, Q3 2025 → Q4 2025: 36,077,344 shares bought and 27,183,043 shares sold, net +8,894,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,861 holders

Vanguard Group Inc. 0.09% Add +1.6% 52,496,895 $6.1B
BlackRock, Inc. 0.09% Add +0.8% 46,260,983 $5.3B
State Street Corp. 0.12% Add +5.2% 30,437,776 $3.5B
Invesco Ltd. 0.21% Add +166.9% 19,687,454 $2.3B
GQG Partners LLC 3.21% Reduce -10.6% 16,902,872 $1.9B
Morgan Stanley 0.10% Add +1.9% 14,661,858 $1.7B
Wellington Management Group LLP 0.30% Reduce -11.8% 14,639,127 $1.7B
Geode Capital Management, LLC 0.10% Add +0.6% 13,823,744 $1.6B
Barclays PLC 0.49% Add +0.6% 10,626,841 $1.2B
Dodge & Cox 0.58% Reduce -1.9% 9,342,540 $1.1B
Ameriprise Financial Inc. 0.21% Add +32.4% 8,057,788 $930.2M
Royal Bank of Canada 0.13% Reduce -6.7% 6,440,721 $742.7M
Victory Capital Management Inc. 0.41% Add +17.4% 6,316,688 $728.4M
Bank of America Corp. 0.05% Add +1.0% 5,908,871 $681.4M
Nuveen, LLC 0.17% Add +2.5% 5,776,865 $666.1M
Alliancebernstein L.P. 0.20% Add +4.8% 5,473,622 $631.2M
Legal & General Group Plc 0.13% Reduce -3.1% 4,968,721 $572.9M
FMR LLC 0.03% Add +27.4% 4,906,128 $565.7M
Northern Trust Corp. 0.07% Reduce -1.5% 4,674,566 $539.0M
Allspring Global Investments Holdings, LLC 0.87% Reduce -1.4% 4,616,089 $534.6M
Massachusetts Financial Services Co. 0.17% Reduce -2.7% 4,508,041 $519.8M
Wells Fargo & Company 0.09% Reduce -3.7% 4,163,660 $480.1M
Goldman Sachs Group Inc. 0.07% Add +10.6% 4,040,936 $466.0M
Bank of New York Mellon Corp 0.07% Reduce -0.2% 3,646,834 $420.5M
Charles Schwab Investment Management Inc. 0.06% Add +0.8% 3,405,323 $392.7M
Envestnet Asset Management Inc. 0.11% Reduce -4.2% 3,219,973 $371.3M
Citigroup Inc. 0.24% Reduce -4.5% 3,103,390 $357.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +27.4% 2,896,125 $334.0M
Raymond James Financial Inc. 0.10% Reduce -11.3% 2,889,353 $333.2M
Federated Hermes, Inc. 0.54% Reduce -26.3% 2,819,510 $325.1M
Soroban Capital Partners LP 2.11% Reduce -35.9% 2,565,987 $288.7M
Amundi 0.08% Reduce -32.4% 2,418,868 $278.9M
JPMorgan Chase & Co. 0.02% Reduce -13.7% 2,406,779 $277.5M
UBS Group AG 0.05% Reduce -26.5% 2,247,940 $259.2M
AQR Capital Management 0.13% Reduce -18.1% 2,117,381 $244.2M
Mitsubishi UFJ Trust & Banking Corp 0.57% Reduce -6.1% 2,097,714 $241.9M
Bank of Montreal 0.10% Add +1.1% 2,054,927 $237.0M
HighTower Advisors, LLC 0.25% Reduce -0.0% 1,975,475 $227.8M
Assenagon Asset Management S.A. 0.34% Add +357.5% 1,957,491 $225.7M
National Pension Service 0.17% Add +1.3% 1,943,852 $224.1M
California Public Employees Retirement System 0.12% Add +13.1% 1,870,144 $215.6M
ANTIPODES PARTNERS Ltd 4.43% Reduce -15.9% 1,828,970 $210.9M
Dimensional Fund Advisors LP 0.04% Add +2.9% 1,763,546 $203.4M
First Trust Advisors LP 0.15% Reduce -10.9% 1,756,299 $202.5M
Bessemer Group Inc. 0.29% Reduce -23.5% 1,652,686 $190.6M
Deutsche Bank AG 0.06% Add +52.3% 1,577,561 $181.9M
Capital Research Global Investors 0.03% Add +0.7% 1,482,302 $170.9M
Swiss National Bank 0.10% Reduce -4.8% 1,465,600 $169.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -2.3% 1,425,100 $164.3M
Millennium Management 0.12% Add +666.5% 1,381,967 $159.4M
Franklin Resources Inc. 0.04% Add +4.1% 1,374,046 $158.4M
Russell Investments Group, Ltd. 0.16% Add +3.7% 1,275,949 $147.1M
LPL Financial LLC 0.04% Reduce -4.8% 1,272,518 $146.7M
Icahn Capital 1.65% No change 1,205,300 $139.0M
Chevy Chase Trust Holdings, LLC 0.37% Add +0.4% 1,183,796 $136.5M
Pictet Asset Management Holding SA 0.13% Add +374.1% 1,174,903 $135.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +4.8% 1,167,359 $135.2M
Johnson Investment Counsel Inc. 1.10% Reduce -0.1% 1,170,482 $135.0M
Huntington National Bank 1.09% Add +2.5% 1,167,394 $134.6M
Prudential Financial Inc. 0.16% Add +13.3% 1,156,036 $133.3M
Manufacturers Life Insurance Company, The 0.11% Add +41.5% 1,107,967 $127.8M
HSBC Holdings PLC 0.07% Reduce -0.4% 1,061,716 $122.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.62% Reduce -0.4% 1,056,199 $121.8M
Crawford Investment Counsel Inc. 1.98% Reduce -1.8% 1,028,170 $118.6M
Sei Investments Co. 0.11% Add +79.6% 1,009,232 $116.4M
Stifel Financial Corp. 0.10% Add +1.5% 1,008,388 $116.3M
Mawer Investment Management Ltd. 0.63% Reduce -5.6% 976,788 $112.6M
BNP Paribas Financial Markets 0.07% Add +39.2% 935,059 $107.8M
ProShare Advisors LLC 0.19% Add +38.1% 934,734 $107.8M
Epoch Investment Partners, Inc. 0.59% Add +19.1% 901,324 $103.9M
Ferguson Wellman Capital Management, Inc. 1.64% Add +4.2% 886,572 $102.2M
Rhumbline Advisers 0.08% Reduce -1.7% 874,694 $100.9M
Nomura Asset Management International Inc. 0.15% — 858,599 $99.0M
Empower Advisory Group, LLC 0.26% Reduce -2.3% 822,497 $94.8M
Energy Income Partners, LLC 1.66% Reduce -27.4% 792,553 $91.4M
Zacks Investment Management 0.72% Add +1.5% 790,758 $91.2M
T. Rowe Price Associates Inc. 0.01% Add +0.2% 779,005 $89.8M
Duff & Phelps Investment Management Co. 1.00% No change 762,162 $87.9M
Commerce Bank 0.44% Add +4.6% 688,893 $79.4M
M&T Bank Corp 0.25% Add +2.2% 681,813 $78.6M
Principal Financial Group Inc. 0.04% Add +3.7% 673,954 $77.7M
Baird Financial Group, Inc. 0.12% Add +0.7% 651,792 $75.2M
First Financial Bankshares Inc 1.50% Add +2.0% 646,071 $74.5M
Alpha Cubed Investments, LLC 2.54% Reduce -3.2% 644,401 $74.3M
California State Teachers Retirement System 0.07% Reduce -1.0% 638,247 $73.6M
Citadel Advisors 0.05% Add +3.4% 636,917 $73.4M
Neuberger Berman Group LLC 0.05% Add +1.6% 605,207 $69.8M
Gabelli Funds LLC 0.48% Reduce -1.3% 601,750 $69.4M
Worldquant Millennium Advisors LLC 0.26% Reduce -31.7% 578,092 $66.7M
Macquarie Group Ltd. 0.29% Reduce -61.4% 573,938 $66.2M
Acadian Asset Management LLC 0.11% Add +164.0% 572,917 $66.0M
STRS Ohio 0.24% Reduce -0.9% 553,236 $63.8M
Qube Research & Technologies Ltd 0.09% Reduce -60.1% 539,107 $62.2M
Mariner, LLC 0.07% Add +4.3% 530,905 $61.2M
New York State Common Retirement Fund 0.08% Reduce -1.0% 509,687 $58.8M
Jennison Associates LLC 0.03% Reduce -2.0% 503,728 $58.1M
Aventail Capital Group, LP 3.26% New 491,288 $56.7M
PNC Financial Services Group, Inc. 0.03% Reduce -3.9% 481,519 $55.5M
Vaughan David Investments LLC 1.19% Reduce -0.5% 475,915 $54.9M
New York State Teachers Retirement System 0.11% Add +0.7% 474,375 $54.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.0% 473,494 $54.6M
TD Asset Management Inc 0.04% Add +61.3% 468,664 $54.0M
Natixis Advisors, LLC 0.07% Add +0.4% 455,476 $52.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +10.0% 444,318 $51.2M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.8% 439,742 $50.6M
Mackenzie Financial Corp. 0.06% Reduce -16.1% 423,561 $49.0M
NEOS Investment Management LLC 0.26% Add +41.1% 394,937 $45.5M
Bollard Group LLC 1.19% Reduce -29.7% 393,690 $45.4M
Nexus Investment Management ULC 6.18% Reduce -0.4% 393,044 $45.3M
Eastern Bank 0.78% Reduce -0.0% 390,296 $45.0M
ZWJ Investment Counsel Inc. 1.62% Add +0.1% 389,452 $44.9M
Korea Investment CORP 0.09% Add +22.3% 389,269 $44.9M
Lazard Asset Management LLC 0.08% Add +24.9% 388,598 $44.8M
Scotia Capital Inc. 0.18% Add +7.9% 384,348 $44.3M
Gateway Investment Advisers LLC 0.40% Add +1.4% 373,400 $43.1M
Old Republic International Corp. 1.71% Reduce -0.6% 367,100 $42.3M
CIBC Asset Management Inc 0.10% Add +15.6% 363,909 $42.0M
Creative Planning 0.03% Add +7.4% 357,574 $41.2M
Rockefeller Capital Management L.P. 0.07% Add +29.9% 352,658 $40.7M
D1 Capital Partners 0.37% New 344,100 $39.7M
SG Americas Securities, LLC 0.05% Add +1046.2% 340,726 $39.3M
Magellan Asset Management Ltd 0.48% Reduce -0.5% 339,933 $39.2M
Marshall Wace, LLP 0.04% Reduce -84.7% 333,331 $38.4M
Allianz Asset Management GmbH 0.04% Add +85.5% 330,332 $38.1M
Capital Fund Management S.A. 0.36% Reduce -2.4% 328,211 $37.8M
Welch Group, LLC 1.45% Add +3868.6% 325,185 $37.5M
Ensign Peak Advisors, Inc 0.07% Reduce -5.0% 324,384 $37.4M
Verition Fund Management LLC 0.21% Add +3417.1% 321,917 $37.1M
Quantinno Capital Management LP 0.07% Add +34.2% 316,688 $36.5M
National Bank of Canada 0.04% Reduce -3.5% 312,099 $36.0M
AE Wealth Management LLC 0.20% Add +75.1% 304,780 $35.1M
GW Henssler & Associates Ltd. 1.69% Reduce -1.5% 304,638 $35.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Add +2.9% 293,033 $33.9M
Cetera Investment Advisers 0.04% Add +0.8% 293,325 $33.8M
American Century Companies Inc. 0.02% Add +7.5% 288,997 $33.3M
CANADA LIFE ASSURANCE Co 0.06% Reduce -0.8% 288,557 $33.3M
Regions Financial Corp. 0.21% Add +2.6% 286,365 $33.0M
Stack Financial Management, Inc 2.48% Reduce -1.8% 282,599 $32.6M
State of Wisconsin Investment Board 0.07% Reduce -2.7% 281,031 $32.4M
HITE Hedge Asset Management LLC 2.05% New 277,787 $32.0M
Truist Financial Corp. 0.04% Reduce -8.8% 273,212 $31.5M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +29.1% 272,169 $31.4M
APG Asset Management N.V. 0.09% New 317,676 $31.2M
&partners 0.16% Add +7.0% 268,146 $30.9M
Asset Management One Co., Ltd. 0.09% Add +20.1% 265,780 $30.8M
Cullen/Frost Bankers, Inc. 0.34% Add +8.1% 264,353 $30.5M
Cwm, LLC 0.08% Reduce -3.2% 255,412 $29.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.17% Add +280.5% 253,800 $29.3M
Two Sigma Investments, LP 0.05% Reduce -85.7% 253,380 $29.2M
Lockheed Martin Investment Management Co. 0.97% Add +153.7% 252,700 $29.1M
Nomura Asset Management Co. Ltd. 0.07% Reduce -16.5% 250,541 $28.9M
Hudson Bay Capital Management LP 0.18% Add +77.7% 250,201 $28.9M
Fifth Third Bancorp 0.09% Add +2.3% 249,481 $28.8M
State of Tennessee, Department of Treasury 0.09% Add +19.9% 234,762 $28.1M
Daiwa Securities Group Inc. 0.09% Add +2.3% 242,388 $27.9M
Janney Montgomery Scott LLC 0.06% Add +1.7% 242,164 $27.9M
FUKOKU MUTUAL LIFE INSURANCE Co 1.82% Reduce -0.2% 240,766 $27.8M
Public Employees Retirement System of Ohio 0.09% Add +1.0% 240,719 $27.8M
Guggenheim Capital LLC 0.20% Reduce -11.8% 240,645 $27.7M
Commonwealth Equity Services, LLC 0.04% Reduce -17.7% 236,629 $27.3M
Verbena Value LP 4.61% — 232,200 $26.8M
Treasurer of the State of North Carolina 0.08% Reduce -6.8% 224,164 $25.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +40.5% 224,106 $25.8M
Systematic Alpha Investments, LLC 0.78% No change 217,000 $25.0M
Susquehanna International Group, LLP 0.03% Add +46.6% 216,735 $25.0M
Van Eck Associates Corp. 0.02% Add +5.6% 215,434 $24.8M
US Bancorp \de 0.03% Reduce -4.5% 212,157 $24.5M
Osaic Holdings, Inc. 0.04% Reduce -24.2% 211,697 $24.4M
Canada Pension Plan Investment Board 0.02% Reduce -84.3% 209,173 $24.1M
Northwest & Ethical Investments L.P. 0.54% Reduce -1.5% 208,799 $24.1M
CIBC Private Wealth Group LLC 0.04% Add +178.7% 207,666 $23.9M
Mn Services Vermogensbeheer B.V. 0.15% Add +2.6% 207,325 $23.9M
Toronto Dominion Bank 0.04% Reduce -11.4% 206,053 $23.8M
Willis Investment Counsel 1.21% No change 203,538 $23.5M
Aberdeen Group plc 0.04% Reduce -7.3% 202,856 $23.4M
Cerity Partners LLC 0.03% Add +7.1% 198,081 $22.8M
Mercer Global Advisors Inc. 0.03% Add +13.1% 198,853 $22.6M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +271.3% 195,301 $22.5M
Godsey & Gibb, Inc. 1.98% Reduce -0.6% 191,340 $22.1M
Silvercrest Asset Management Group LLC 0.15% Add +2.1% 185,389 $21.4M
Matrix Asset Advisors Inc. 1.92% Reduce -3.0% 185,281 $21.4M
State of New Jersey Common Pension Fund D 0.08% Reduce -0.2% 184,778 $21.3M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +5.6% 184,721 $21.3M
Jones Financial Companies LLLP 0.01% Add +13.4% 183,100 $21.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +11.8% 181,360 $20.9M
Balyasny Asset Management L.P. 0.04% Add +39.3% 180,128 $20.8M
Heathbridge Capital Management Ltd. 7.75% Reduce -20.1% 175,800 $20.3M
MML Investors Services, LLC 0.05% Add +4.6% 175,639 $20.3M
O'shaughnessy Asset Management, LLC 0.11% Add +7.7% 173,937 $20.1M
Resona Asset Management Co.,Ltd. 0.10% Reduce -3.8% 172,321 $19.9M
Corient Private Wealth LP 0.03% Add +6.9% 170,373 $19.6M
BW Gestao de Investimentos Ltda. 0.69% New 169,861 $19.6M
Rafferty Asset Management, LLC 0.07% Reduce -2.7% 166,075 $19.2M
Martingale Asset Management L P 0.48% Reduce -2.8% 164,802 $19.0M
Comerica Bank 0.07% Reduce -7.4% 159,823 $18.4M
iA Global Asset Management Inc. 0.23% Add +77.5% 155,982 $18.0M
Trexquant Investment LP 0.16% Add +8.5% 154,887 $17.9M
Allen Mooney & Barnes Investment Advisors LLC 2.65% Add +1.8% 152,897 $17.6M
Arizona State Retirement System 0.09% Reduce -3.4% 150,758 $17.4M
Robeco Institutional Asset Management B.V. 0.02% Add +16.4% 148,063 $17.1M
Capital Analysts, LLC 0.47% Add +2.1% 147,244 $17.0M
Randolph Co Inc 1.60% Add +1.9% 144,883 $16.7M
Nissay Asset Management Corp. /Japan 0.09% Add +5.0% 144,723 $16.7M
Czech National Bank 0.11% Add +3.9% 141,141 $16.3M
Bank of Nova Scotia 0.02% Reduce -43.9% 140,824 $16.2M
State of Michigan Retirement System 0.08% Reduce -3.1% 140,158 $16.2M
Public Sector Pension Investment Board 0.05% Add +18.2% 136,316 $15.7M
Advisory Research Inc. 1.98% Add +2.0% 136,315 $15.7M
Pinnacle Financial Partners, Inc. 0.12% — 136,029 $15.7M
Teacher Retirement System of Texas 0.05% Add +30.7% 135,386 $15.6M
Calamos Advisors LLC 0.09% Reduce -3.9% 135,218 $15.6M
Illinois Municipal Retirement Fund 0.19% Add +13.2% 134,433 $15.5M
Cibc World Market Inc. 0.03% Add +7.3% 133,829 $15.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.42% Add +210.1% 130,250 $15.0M
F&V Capital Management, LLC 3.15% Reduce -1.3% 128,348 $14.8M
MetLife Investment Management, LLC 0.07% Reduce -3.3% 128,310 $14.8M
Steward Partners Investment Advisory, LLC 0.08% Add +1.3% 127,406 $14.7M
QRG Capital Management, Inc. 0.16% Add +11.2% 127,147 $14.7M
Haverford Trust Co 0.13% Reduce -0.6% 125,067 $14.4M
Bokf, NA 0.22% Reduce -2.9% 123,425 $14.2M
Edgemoor Investment Advisors, Inc. 1.10% Add +0.2% 122,729 $14.2M
IFM Investors Pty Ltd 0.12% Add +2.9% 122,683 $14.1M
Gradient Investments LLC 0.22% Reduce -10.3% 118,902 $13.7M
Wealthfront Advisers LLC 0.03% Add +2.0% 118,183 $13.6M
Sequoia Financial Advisors, LLC 0.08% Add +10.4% 118,036 $13.6M
Brookstone Capital Management 0.15% Reduce -4.7% 116,275 $13.4M
Kestra Advisory Services, LLC 0.06% Add +15.7% 116,185 $13.4M
Stephens Inc. 0.17% Reduce -3.1% 115,905 $13.4M
GF Fund Management Co. LTD. 0.23% Add +7.4% 114,224 $13.2M
Retirement Systems of Alabama 0.04% Reduce -0.2% 113,868 $13.1M
U.S. Capital Wealth Advisors, LLC 0.34% Add +1.4% 113,137 $13.0M
Forsta Ap-Fonden 0.07% Reduce -56.6% 108,700 $12.5M
DekaBank Deutsche Girozentrale 0.02% No change 131,773 $12.5M
Swiss Life Asset Management Ltd 0.06% Reduce -55.5% 108,294 $12.5M
Jain Global LLC 0.13% Add +76.4% 108,124 $12.5M
Tema ETFs LLC 0.93% Add +91.5% 104,140 $12.0M
Captrust Financial Advisors 0.02% Add +1.0% 103,873 $12.0M
Van Lanschot Kempen Investment Management N.V. 0.10% Reduce -3.9% 103,788 $12.0M
Argent Trust Co 0.40% Reduce -2.3% 102,191 $11.8M
Man Group plc 0.02% Add +108.4% 101,058 $11.7M
Cibc World Markets Corp. 0.06% — 100,387 $11.6M
General American Investors Co. Inc. 0.72% No change 100,000 $11.5M
Rakuten Investment Management, Inc. 0.04% Add +208.9% 99,223 $11.5M
Amalgamated Bank 0.08% Reduce -4.3% 99,354 $11.5M
Midwest Trust Co 0.14% Add +6.1% 98,713 $11.4M
Investment Management Corp of Ontario 0.15% Add +0.4% 98,156 $11.3M
Skba Capital Management LLC 1.58% Reduce -6.6% 96,240 $11.1M
Whittier Trust Co. 0.12% Add +3.2% 96,181 $11.1M
Weiss Asset Management LP 0.20% New 95,782 $11.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +23.6% 94,905 $10.9M
Woodline Partners LP 0.04% Add +29.2% 91,317 $10.5M
D. E. Shaw & Co. 0.01% Reduce -71.4% 89,488 $10.3M
Pacer Advisors, Inc. 0.03% Add +8.3% 89,162 $10.3M
Renaissance Technologies 0.02% Reduce -88.7% 89,000 $10.3M
Utah Retirement Systems 0.10% No change 88,411 $10.2M
First American Bank 0.62% Add +0.5% 88,264 $10.2M
SummitTX Capital, L.P. 0.30% New 86,347 $10.0M
First National Trust Co 0.33% Add +2.0% 85,522 $9.9M
Voya Investment Management LLC 0.01% Reduce -3.6% 84,566 $9.8M
Glenmede Trust Co. NA 0.05% — 82,723 $9.5M
Focus Partners Wealth 0.01% Add +23.1% 82,797 $9.5M
Salem Investment Counselors Inc. 0.27% Add +7.5% 82,429 $9.5M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -4.3% 82,415 $9.5M
ExodusPoint Capital Management, LP 0.11% New 82,380 $9.5M
USS Investment Management Ltd 0.05% No change 81,975 $9.5M
ING Groep NV 0.06% New 81,880 $9.4M
Vanguard Personalized Indexing Management, LLC 0.09% Add +0.1% 81,867 $9.4M
Stolper Co 2.75% Add +1.1% 80,851 $9.3M
Xponance LLC 0.07% Add +5.3% 80,788 $9.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +1136.3% 80,690 $9.3M
Atria Investments, Inc 0.11% Reduce -1.4% 80,668 $9.3M
BTG Pactual Asset Management US LLC 1.01% Add +58.5% 78,196 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.3% 78,143 $9.0M
Andra AP-fonden 0.11% Add +41.2% 77,400 $8.9M
Patton Fund Management, Inc. 1.20% Add +3649.0% 77,342 $8.9M
Yousif Capital Management, LLC 0.10% Reduce -5.2% 72,697 $8.7M
Nomura Holdings Inc. 0.02% Reduce -16.4% 74,850 $8.6M
Goelzer Investment Management, Inc. 0.40% Add +0.3% 74,690 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Add +113.4% 73,728 $8.5M
New York Life Investment Management LLC 0.07% Add +1.1% 73,414 $8.5M
Soltis Investment Advisors LLC 0.56% Add +5.0% 73,120 $8.4M
TruWealth Advisors, LLC 0.41% New 72,511 $8.4M
Gotham Asset Management 0.03% Add +118.9% 71,692 $8.3M
Venture Visionary Partners LLC 0.27% Add +1.2% 70,831 $8.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 69,840 $8.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.2% 69,573 $8.0M
Profund Advisors LLC 0.24% Add +3.0% 68,627 $7.9M
Eastover Investment Advisors LLC 3.44% Reduce -0.4% 67,897 $7.8M
Tocqueville Asset Management L.P. 0.11% Reduce -1.7% 67,648 $7.8M
Slocum, Gordon & Co LLP 5.56% Reduce -1.0% 66,605 $7.7M
Wesbanco Bank Inc. 0.21% Reduce -3.3% 66,354 $7.7M
Pathstone Holdings, LLC 0.03% Add +6.2% 66,213 $7.6M
Occudo Quantitative Strategies LP 0.51% Add +293.5% 66,135 $7.6M
HUB Investment Partners, LLC 0.21% New 65,647 $7.6M
RWC Asset Management LLP 0.42% Reduce -38.0% 64,775 $7.5M
Meyer Handelman Co. 0.23% Reduce -1.8% 64,081 $7.4M
Cyndeo Wealth Partners, LLC 0.40% Add +983.0% 63,875 $7.4M
Shelton Capital Management 0.15% Add +3.0% 63,852 $7.4M
Thompson Siegel & Walmsley LLC 0.12% No change 63,662 $7.3M
Merit Financial Group, LLC 0.06% Add +17.6% 63,526 $7.3M
Farmers & Merchants Investments Inc. 0.20% Add +0.0% 63,496 $7.3M
Hudson Edge Investment Partners Inc. 1.08% Reduce -8.3% 63,149 $7.3M
Louisiana State Employees Retirement System 0.12% Reduce -6.1% 63,000 $7.3M
Agf Management Ltd. 0.03% Add +26.1% 62,865 $7.2M
Carret Asset Management, LLC 0.69% Reduce -1.2% 62,609 $7.2M
Private Advisor Group, LLC 0.03% Add +3.3% 62,530 $7.2M
Lido Advisors, LLC 0.03% Add +1.8% 63,302 $7.2M
Nisa Investment Advisors, LLC 0.02% Add +2.7% 61,985 $7.1M
Oregon Public Employees Retirement Fund 0.09% Add +0.2% 61,219 $7.1M
Sand Hill Global Advisors, LLC 0.24% Reduce -0.9% 60,848 $7.0M
Telos Capital Management, Inc. 0.65% Add +0.1% 60,807 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.3% 60,537 $7.0M
Beaumont Financial Advisors, LLC 0.46% Add +0.2% 60,143 $6.9M
American Assets Investment Management, LLC 0.48% No change 60,000 $6.9M
TrueMark Investments, LLC 1.32% Add +9.5% 59,912 $6.9M
Schonfeld Strategic Advisors LLC 0.03% Add +1124.4% 59,678 $6.9M
Metis Global Partners, LLC 0.16% Add +4.7% 59,020 $6.8M
TD Private Client Wealth LLC 0.14% Reduce -19.2% 58,849 $6.8M
Vestmark Advisory Solutions, Inc. 0.09% New 58,562 $6.8M
Ellsworth Advisors, LLC 1.33% Add +5.5% 56,382 $6.7M
Horizon Investments, LLC 0.08% Add +37.5% 58,155 $6.7M
Opal Capital LLC 1.67% — 58,002 $6.7M
MassMutual Private Wealth & Trust, FSB 0.17% Reduce -2.0% 57,815 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -0.8% 57,465 $6.6M
LSV Asset Management 0.01% Reduce -0.9% 56,990 $6.6M
Hollow Brook Wealth Management LLC 1.67% Reduce -6.7% 55,989 $6.5M
Capital Investment Advisors, LLC 0.10% Add +0.6% 55,138 $6.4M
Sagefield Capital LP 0.54% Add +24.1% 54,810 $6.3M
Ibex Wealth Advisors 0.62% Add +4.5% 54,569 $6.3M
Orion Porfolio Solutions, LLC 0.05% Reduce -1.1% 54,384 $6.3M
Vestcor Inc 0.18% Add +11.8% 54,138 $6.2M
NewEdge Advisors, LLC 0.02% Add +44.3% 53,383 $6.2M
CPC Advisors, LLC 0.62% New 53,271 $6.1M
Sterling Capital Management LLC 0.10% Add +64.4% 53,190 $6.1M
Norinchukin Bank, The 0.07% Add +11.4% 53,069 $6.1M
State of Alaska, Department of Revenue 0.06% Reduce -7.2% 52,938 $6.1M
Y-Intercept (Hong Kong) Ltd 0.14% Reduce -42.6% 52,497 $6.1M
KBC Group NV 0.01% Add +9.7% 52,360 $6.0M
Intech Investment Management LLC 0.05% Add +14.5% 52,158 $6.0M
DAVENPORT & Co LLC 0.03% Reduce -14.0% 51,841 $6.0M
First Citizens Bank & Trust Co. 0.12% Add +934.4% 51,781 $6.0M
1832 Asset Management L.P. 0.01% Add +140.1% 51,555 $5.9M
D.A. Davidson & Co. 0.04% Add +12.1% 51,446 $5.9M
Concurrent Investment Advisors, LLC 0.07% Add +37.0% 51,271 $5.9M
SpringVest Wealth Management LLC 4.11% Add +48.4% 51,177 $5.9M
Howard Capital Management, LLC 0.08% Add +8.9% 51,100 $5.9M
Bearing Point Capital, LLC 0.92% Add +12.1% 50,883 $5.9M
Highland Capital Management, LLC 0.29% Reduce -4.7% 50,773 $5.9M
Keybank National Association 0.02% Add +2.5% 50,632 $5.8M
Employees Retirement System of Texas 0.06% Reduce -52.9% 50,566 $5.8M
Kestra Private Wealth Services, LLC 0.07% Add +1.1% 50,536 $5.8M
HB Wealth Management, LLC 0.04% Add +3.5% 50,238 $5.8M
Polymer Capital Management (US) LLC 0.75% Add +536.5% 50,000 $5.8M
Benjamin Edwards Inc. 0.06% Reduce -3.3% 49,959 $5.8M
Providence Capital Advisors, LLC 0.96% Add +3.0% 49,321 $5.7M
HRT Financial LP 0.02% Add +149.5% 49,010 $5.7M
Eurizon Capital SGR S.p.A. 0.02% — 48,892 $5.6M
Hennion & Walsh Asset Management, Inc. 0.19% Add +3.4% 48,608 $5.6M
Credit Agricole S A 0.02% Add +151.9% 48,120 $5.5M
Regency Capital Management Inc.\DE 2.28% Reduce -3.9% 47,503 $5.5M
Blair William & Co. 0.01% Reduce -0.6% 47,312 $5.5M
Gallo Partners, LP 4.80% Add +129.0% 47,139 $5.4M
UniSuper Management Pty Ltd 0.03% Reduce -2.9% 47,100 $5.4M
Romano Brothers and Company 0.61% Reduce -0.6% 46,292 $5.3M
Jefferies Financial Group Inc. 0.04% Add +96.4% 46,269 $5.3M
MAI Capital Management 0.03% Add +6.6% 46,140 $5.3M
James Investment Research, Inc. 0.58% Add +0.1% 45,866 $5.3M
CoreCap Advisors, LLC 0.18% Add +9.1% 45,785 $5.3M
Dakota Wealth Management 0.09% Reduce -13.9% 45,320 $5.2M
Trajan Wealth LLC 0.22% Reduce -0.6% 45,315 $5.2M
Pittenger & Anderson Inc. 0.20% Add +0.1% 45,020 $5.2M
Greenland Capital Management LP 0.81% Reduce -53.1% 44,906 $5.2M
Assetmark, Inc. 0.01% Add +6.4% 44,429 $5.1M
Independent Advisor Alliance 0.12% Reduce -3.1% 44,076 $5.1M
Community Financial Services Group, LLC 0.93% Add +12.7% 43,876 $5.1M
Motco 0.46% Reduce -2.2% 43,853 $5.1M
Guardian Partners Inc. 0.40% Reduce -1.5% 42,245 $5.1M
Hohimer Wealth Management, LLC 0.68% Reduce -0.3% 43,701 $5.0M
Ledyard National Bank 0.43% Reduce -2.9% 43,638 $5.0M
Axxcess Wealth Management, LLC 0.09% Add +5.0% 42,736 $4.9M
RBA Wealth Management, LLC 1.67% Add +2.5% 42,693 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +6.7% 42,660 $4.9M
Morton Community Bank 1.06% Add +2.5% 40,780 $4.9M
Mizuho Securities USA LLC 0.08% Add +0.1% 38,975 $4.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 41,772 $4.8M
Cary Street Partners Financial LLC 0.12% Add +12.0% 41,684 $4.8M
Dean Investment Associates, LLC 0.67% Reduce -4.4% 40,895 $4.7M
Community Bank, N.A. 0.55% Add +1.5% 40,508 $4.7M
Allstate Corp. 0.06% Add +103.5% 40,294 $4.6M
Arkadios Wealth Advisors 0.09% Add +9.7% 40,065 $4.6M
Harvest Fund Management Co., Ltd 0.17% Add +21.7% 39,938 $4.6M
Ninety One UK Ltd 0.01% New 39,893 $4.6M
Mesirow Financial Investment Management, Inc. 0.09% Add +1.1% 39,796 $4.6M
Passumpsic Savings Bank 2.51% — 39,706 $4.6M
Valley Wealth Managers, Inc. 0.29% Reduce -4.1% 39,677 $4.6M
Capital City Trust Co. 1.02% Add +0.0% 39,621 $4.6M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -11.6% 39,417 $4.5M
Allen Capital Group, LLC 0.42% Add +0.8% 39,339 $4.5M
Commerzbank Aktiengesellschaft 0.09% Reduce -25.7% 39,332 $4.5M
Allworth Financial LP 0.02% Add +27.7% 39,265 $4.5M
Dark Forest Capital Management LP 0.20% New 38,863 $4.5M
Brookfield Corp 0.01% Add +2.6% 38,460 $4.4M
Advisors Management Group Inc. 0.80% Reduce -8.6% 38,351 $4.4M
Hendley & Co. Inc. 1.56% Reduce -9.3% 37,858 $4.4M
Los Angeles Capital Management LLC 0.01% Reduce -15.5% 35,760 $4.4M
Tower Research Capital LLC (TRC) 0.10% Add +27.2% 37,405 $4.3M
MainStreet Investment Advisors LLC 0.62% Reduce -7.5% 37,258 $4.3M
Meiji Yasuda America Inc 0.97% — 36,698 $4.2M
Zions Bancorporation, National Association 0.20% Reduce -27.6% 36,696 $4.2M
Joseph Group Capital Management 1.11% Reduce -5.5% 36,674 $4.2M
Elo Mutual Pension Insurance Co 0.06% Reduce -34.9% 36,289 $4.2M
Jeppson Wealth Management, LLC 1.31% Reduce -0.2% 35,775 $4.1M
SteelPeak Wealth, LLC 0.13% New 35,473 $4.1M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.6% 35,292 $4.1M
Park Avenue Securities LLC 0.03% Add +2.6% 35,189 $4.1M
Waters Parkerson & Co., LLC 0.20% Add +69.7% 35,115 $4.0M
North Star Investment Management Corp. 0.25% Add +0.2% 35,062 $4.0M
Tiaa Trust, National Association 0.01% Add +1.6% 34,937 $4.0M
J.W. Cole Advisors, Inc. 0.10% Reduce -7.4% 38,606 $4.0M
Eagle Global Advisors LLC 0.15% Add +76.9% 34,820 $4.0M
Seascape Capital Management 1.14% Add +5.6% 34,673 $4.0M
New England Asset Management Inc. 0.54% No change 34,355 $4.0M
Exencial Wealth Advisors, LLC 0.13% Add +0.9% 34,349 $4.0M
Waverly Advisors, LLC 0.03% Add +29.7% 34,248 $3.9M
Alpha Omega Wealth Management LLC 0.65% Reduce -11.0% 33,965 $3.9M
First Pacific Financial 0.51% Add +0.7% 33,951 $3.9M
Schroder Investment Management Group 0.00% Reduce -38.0% 33,643 $3.9M
Kentucky Retirement Systems 0.10% No change 33,590 $3.9M
Oxbow Advisors, LLC 0.34% Reduce -0.1% 33,395 $3.9M
Rockline Wealth Management, LLC 0.78% Add +3.7% 33,283 $3.8M
Regal Investment Advisors LLC 0.23% Add +8.9% 33,249 $3.8M
Principle Wealth Partners LLC 0.22% Reduce -0.1% 33,224 $3.8M
Pinnacle Associates Ltd. 0.05% Reduce -1.5% 32,881 $3.8M
Nordea Investment Management AB 0.00% Add +1.0% 32,361 $3.7M
Whittier Trust Co. of Nevada Inc. 0.08% Add +0.3% 32,250 $3.7M
Signet Financial Management, LLC 0.41% Add +0.4% 31,887 $3.7M
Patrick Mauro Investment Advisor, INC. 1.90% Reduce -5.9% 31,468 $3.6M
Carnegie Investment Counsel 0.07% Add +10.2% 31,110 $3.6M
Royal London Asset Management Ltd. 0.01% Reduce -18.9% 30,991 $3.6M
Hartford Investment Management Co. 0.11% Reduce -1.4% 30,880 $3.6M
Ashton Thomas Private Wealth, LLC 0.09% Add +1131.2% 30,830 $3.6M
Ontario Teachers Pension Plan Board 0.08% Add +31.5% 30,724 $3.5M
Ascent Group, LLC 0.12% Reduce -3.9% 30,579 $3.5M
HighPoint Advisor Group LLC 0.08% Add +37.8% 30,376 $3.5M
Summit Financial, LLC 0.05% Reduce -2.2% 30,322 $3.5M
Enhancing Capital LLC 2.50% No change 30,300 $3.5M
Daiichi Life Insurance Co., Ltd. 0.09% Add +27.5% 30,044 $3.5M
Prime Capital Investment Advisors, LLC 0.04% Reduce -6.4% 29,991 $3.5M
Gryphon Financial Partners LLC 0.37% Add +1.3% 29,902 $3.4M
IMC-Chicago, LLC 0.06% New 29,764 $3.4M
Eliot Finkel Investment Counsel, LLC 2.09% Reduce -1.8% 29,614 $3.4M
Smith Salley Wealth Management 0.17% Add +1.3% 29,504 $3.4M
PFG Investments, LLC 0.16% Add +16.4% 28,900 $3.3M
GAMMA Investing LLC 0.17% Add +11.1% 28,745 $3.3M
Cypress Capital Group 0.37% Add +4.1% 28,468 $3.3M
Hantz Financial Services, Inc. 0.05% Reduce -2.8% 28,240 $3.3M
Graham Capital Management, L.P. 0.16% New 27,955 $3.2M
Apollon Wealth Management, LLC 0.06% Reduce -3.7% 27,689 $3.2M
Jane Street Group, LLC 0.00% Reduce -92.4% 27,648 $3.2M
UMB Bank, n.a. 0.04% Reduce -1.2% 27,601 $3.2M
Whalerock Point Partners, LLC 0.62% Reduce -0.0% 27,502 $3.2M
iSAM Funds (UK) Ltd 1.14% Reduce -28.1% 27,435 $3.2M
Citizens National Bank Trust Department 0.54% Reduce -0.6% 27,204 $3.1M
Simmons Bank 0.21% Add +4.1% 27,107 $3.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.05% Add +2.6% 27,088 $3.1M
Snowden Capital Advisors LLC 0.08% Add +5.2% 27,033 $3.1M
Maryland State Retirement & Pension System 0.06% No change 26,944 $3.1M
Parallax Volatility Advisers, L.P. 0.11% Add +14.3% 26,877 $3.1M
Gulf International Bank (UK) Ltd 0.10% Add +0.1% 26,801 $3.1M
Strategic Advisors LLC 0.48% Add +0.5% 26,739 $3.1M
Capital Innovations LLC 0.87% — 26,592 $3.1M
Miller Howard Investments Inc. 0.09% Add +7.9% 26,384 $3.0M
First Bank & Trust 0.49% Reduce -3.9% 26,217 $3.0M
Granite Group Advisors, LLC 1.71% Reduce -1.5% 26,206 $3.0M
Savant Capital, LLC 0.02% Reduce -3.0% 26,093 $3.0M
1ST Source Bank 0.16% Reduce -1.9% 26,059 $3.0M
Pathway Financial Advisers, LLC 0.87% Add +2.5% 26,042 $3.0M
Advisors Asset Management, Inc. 0.05% Add +15.9% 25,935 $3.0M
Squarepoint Ops LLC 0.01% Reduce -47.0% 25,925 $3.0M
Exchange Traded Concepts, LLC 0.02% Add +121.9% 25,921 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +1.9% 25,785 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -8.6% 25,708 $3.0M
Equitable Holdings, Inc. 0.02% Add +40.5% 25,614 $3.0M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.5% 25,396 $2.9M
Vident Advisory, LLC 0.03% Reduce -2.8% 25,386 $2.9M
Bleakley Financial Group, LLC 0.05% Add +10.6% 25,282 $2.9M
Kingsview Wealth Management, LLC 0.04% Add +3.3% 25,117 $2.9M
Elevation Point Wealth Partners, LLC 0.14% Add +3.1% 25,095 $2.9M
NorthCrest Asset Manangement, LLC 0.06% Reduce -9.5% 25,275 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.78% No change 25,000 $2.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.17% No change 25,000 $2.9M
Janus Henderson Group PLC 0.00% Reduce -96.8% 25,000 $2.9M
Brown Advisory Inc. 0.00% Reduce -4.9% 24,815 $2.9M
Integrated Advisors Network LLC 0.13% Reduce -6.7% 24,729 $2.9M
Prospera Financial Services Inc 0.05% Reduce -41.7% 24,712 $2.9M
Nations Financial Group Inc, /Ia/ 0.15% Add +27.1% 24,693 $2.8M
New Mexico Educational Retirement Board 0.08% Add +2.1% 24,638 $2.8M
Farringdon Capital, Ltd. 0.69% New 24,437 $2.8M
Lombard Odier Asset Management (Switzerland) SA 0.12% New 24,400 $2.8M
Ieq Capital, LLC 0.01% Reduce -76.7% 24,143 $2.8M
Ameritas Investment Partners, Inc. 0.08% Add +6.1% 24,100 $2.8M
Meeder Asset Management Inc. 0.15% Add +10455.7% 24,067 $2.8M
G&S Capital LLC 0.98% Add +73.7% 24,004 $2.8M
United Capital Financial Advisors, LLC 0.02% Add +10.2% 23,675 $2.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.10% — 23,621 $2.7M
Boston Partners 0.00% Add +11.8% 23,464 $2.7M
Vectors Research Management, LLC 0.82% Add +0.4% 23,439 $2.7M
Advanced Asset Management Advisors Inc 0.73% No change 23,225 $2.7M
Strategic Blueprint, LLC 0.16% Reduce -12.8% 23,213 $2.7M
Crossmark Global Holdings, Inc. 0.04% Add +31.6% 23,053 $2.7M
Farther Finance Advisors, LLC 0.03% Add +39.8% 22,863 $2.6M
TKG Advisors, LLC 1.06% Add +89.0% 22,721 $2.6M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -0.1% 22,718 $2.6M
Tounjian Advisory Partners, LLC 0.87% Add +117.8% 22,370 $2.6M
Pinebridge Investments LLC 0.02% — 22,232 $2.6M
AMG National Trust Bank 0.06% Reduce -0.2% 22,219 $2.6M
Fiduciary Trust Co 0.03% Reduce -5.4% 22,113 $2.5M
Perigon Wealth Management, LLC 0.05% Add +4.3% 22,028 $2.5M
MUFG Securities EMEA plc 0.03% Add +114.4% 21,949 $2.5M
World Investment Advisors 0.04% Add +26.2% 21,841 $2.5M
Tidal Investments LLC 0.01% Reduce -33.5% 21,809 $2.5M
First Horizon Corp. 0.11% Reduce -0.8% 21,772 $2.5M
Global Retirement Partners, LLC 0.04% Add +71.9% 21,693 $2.5M
Beacon Pointe Advisors, LLC 0.02% Add +18.4% 21,637 $2.5M
Wedbush Securities Inc. 0.07% Add +0.4% 21,547 $2.5M
RD Lewis Holdings, Inc. 2.11% Add +6.3% 20,502 $2.5M
Plan Group Financial, LLC 0.64% Add +5.4% 21,403 $2.5M
Diversified Trust Co. 0.04% Add +64.6% 21,185 $2.4M
Eventide Asset Management, LLC 0.04% Add +125.8% 21,035 $2.4M
Intrust Bank NA 0.20% Add +4.4% 21,027 $2.4M
Sustainable Insight Capital Management, LLC 0.81% Add +120.9% 21,015 $2.4M
Choreo, LLC 0.03% Reduce -2.6% 20,854 $2.4M
Trust Co. of Toledo NA 0.24% Reduce -1.5% 20,967 $2.4M
Abc Arbitrage SA 0.22% New 20,734 $2.4M
Integrated Wealth Concepts LLC 0.03% Reduce -41.7% 20,649 $2.4M
Clearbridge Investments, LLC 0.00% Reduce -0.0% 20,597 $2.4M
Altshuler Shaham Ltd 0.04% Add +65.5% 20,547 $2.4M
Berkshire Asset Management LLC 0.10% Reduce -1.1% 20,341 $2.3M
Machina Capital S.A.S. 0.45% Reduce -19.6% 20,278 $2.3M
Norden Group LLC 0.23% Add +11.1% 20,238 $2.3M
Stamos Capital Partners, L.P. 0.38% Add +38.6% 20,237 $2.3M
Geneos Wealth Management Inc. 0.06% Add +5.9% 20,109 $2.3M
Aigen Investment Management, LP 0.54% New 20,098 $2.3M
Johnson Financial Group, Inc. 0.09% Add +859.4% 20,071 $2.3M
Union Bancaire Privee, UBP SA 0.03% Add +267.0% 22,275 $2.3M
Mgo One Seven LLC 0.05% Reduce -0.3% 19,991 $2.3M
Delta Global Management LP 0.17% New 19,975 $2.3M
Jamison Private Wealth Management, Inc. 0.28% Add +0.3% 19,653 $2.3M
Flputnam Investment Management Co. 0.03% Add +1.1% 19,562 $2.3M
Commonwealth Financial Services, LLC 0.37% Add +1.3% 19,398 $2.2M
Summit Trail Advisors, LLC 0.04% Add +0.6% 19,057 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% No change 18,982 $2.2M
GMO 0.01% Add +77.9% 18,892 $2.2M
OMERS ADMINISTRATION Corp 0.02% No change 18,845 $2.2M
GS Investments, Inc. 1.17% Reduce -4.7% 18,657 $2.2M
Callan Family Office, LLC 0.05% Add +27.8% 18,532 $2.1M
Larson Financial Group LLC 0.07% Add +3.3% 18,450 $2.1M
Investment Partners, LTD. 0.74% Reduce -13.4% 18,385 $2.1M
Jackson Hole Capital Partners, LLC 0.36% Add +0.4% 18,357 $2.1M
North Dakota State Investment Board 0.08% — 18,348 $2.1M
Atom Investors LP 0.17% New 18,275 $2.1M
DC Investments Management, LLC 0.93% No change 18,232 $2.1M
Altus Wealth Group LLC 0.84% Reduce -0.7% 18,147 $2.1M
Advisory Services Network, LLC 0.03% Add +8.5% 18,142 $2.1M
Vise Technologies, Inc. 0.04% Add +38.3% 17,995 $2.1M
Wealthspire Advisors, LLC 0.02% Add +13.0% 17,956 $2.1M
Koshinski Asset Management, Inc. 0.13% Add +1.9% 17,828 $2.1M
Measured Risk Portfolios, Inc. 2.37% Reduce -7.8% 17,828 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +3.4% 17,452 $2.0M
Empirical Finance, LLC 0.10% Reduce -4.2% 17,449 $2.0M
IFP Advisors, Inc 0.04% Add +36.2% 17,276 $2.0M
Meridian Investment Counsel Inc. 0.48% Reduce -2.3% 17,190 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 17,103 $2.0M
Spirit of America Management Corp. 0.41% Add +3.4% 16,850 $1.9M
Apollon Financial, LLC 0.28% Add +7.5% 16,815 $1.9M
LOM Asset Management Ltd 0.56% Add +0.1% 16,797 $1.9M
Verdence Capital Advisors LLC 0.11% Reduce -29.8% 16,760 $1.9M
EP Wealth Advisors, LLC 0.01% — 16,739 $1.9M
Cambria Investment Management, L.P. 0.11% Add +2.5% 16,679 $1.9M
Courier Capital LLC 0.11% Add +0.8% 16,650 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 16,613 $1.9M
Dockside LLC 0.49% — 16,584 $1.9M
HBW Advisory Services LLC 0.21% Reduce -35.4% 16,516 $1.9M
Twin Capital Management Inc. 0.24% Reduce -1.5% 16,512 $1.9M
Laird Norton Wetherby Trust Company, LLC 0.04% New 16,506 $1.9M
Prosperity Consulting Group, LLC 0.09% Reduce -1.6% 16,456 $1.9M
Landscape Capital Management, L.L.C. 0.13% Add +340.1% 16,391 $1.9M
CENTRAL TRUST Co 0.04% Add +15.2% 16,221 $1.9M
Little House Capital LLC 0.46% Reduce -3.4% 16,053 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.9% 15,982 $1.8M
LVW Advisors, LLC 0.19% Reduce -2.5% 15,860 $1.8M
Caprock Group, LLC 0.04% Add +119.1% 15,787 $1.8M
LS Investment Advisors, LLC 0.25% Reduce -1.8% 15,725 $1.8M
Hodges Capital Management Inc. 0.16% Add +5.7% 15,683 $1.8M
Wealthstar Advisors, LLC 0.98% Add +3.2% 15,577 $1.8M
Searle & Co. 0.46% Reduce -5.5% 15,410 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.44% Add +61344.0% 15,361 $1.8M
Gilliland Jeter Wealth Management LLC 0.53% No change 15,348 $1.8M
South Dakota Investment Council 0.03% Reduce -6.1% 15,341 $1.8M
Hixon Zuercher, LLC 0.53% Reduce -1.7% 15,301 $1.8M
Equitable Trust Co. 0.08% Reduce -0.7% 15,295 $1.8M
Kingswood Wealth Advisors, LLC 0.09% Add +22.3% 15,283 $1.8M
China Universal Asset Management Co., Ltd. 0.13% Add +7.0% 15,114 $1.7M
Cherokee Insurance Co 0.70% No change 15,000 $1.7M
Ballentine Partners, LLC 0.02% Reduce -0.5% 14,871 $1.7M
USA Financial Formulas 0.31% Add +1481.6% 14,788 $1.7M
NTV Asset Management LLC 0.18% Add +5.4% 14,778 $1.7M
Archer Investment Corp 0.38% No change 14,699 $1.7M
Fulton Bank, N.A. 0.06% Reduce -14.7% 14,657 $1.7M
Securian Asset Management, Inc. 0.06% Reduce -43.6% 14,554 $1.7M
Mufg Securities Americas Inc. 0.10% Reduce -0.0% 14,420 $1.7M
Beese Fulmer Investment Management, Inc. 0.11% Reduce -11.3% 14,302 $1.6M
Ethos Financial Group, LLC 0.12% Reduce -1.8% 14,283 $1.6M
Sig Brokerage, LP 0.55% Add +88.3% 14,265 $1.6M
Wealthcare Advisory Partners LLC 0.03% Add +34.5% 14,259 $1.6M
Meeder Advisory Services, Inc. 0.07% Add +8.1% 14,253 $1.6M
Ameritas Advisory Services, LLC 0.06% Add +394.2% 14,163 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 14,079 $1.6M
Texas Yale Capital Corp. 0.05% Add +4.7% 14,060 $1.6M
Mainstay Capital Management LLC 0.12% Reduce -9.5% 14,004 $1.6M
Arax Advisory Partners 0.05% Reduce -73.0% 13,988 $1.6M
Constitution Capital LLC 0.76% Add +49.4% 13,975 $1.6M
Brown Brothers Harriman & Co. 0.01% Reduce -1.1% 13,971 $1.6M
Prudential PLC 0.01% No change 13,916 $1.6M
Ethic Inc. 0.02% Add +11.7% 13,849 $1.6M
Probity Advisors, Inc. 0.25% Reduce -2.1% 13,792 $1.6M
Inceptionr LLC 0.44% Add +99.0% 13,736 $1.6M
Fifth Third Wealth Advisors LLC 0.06% Add +1.9% 13,712 $1.6M
Spreng Capital Management, Inc. 0.62% Reduce -4.6% 13,606 $1.6M
Vontobel Holding Ltd. 0.01% Add +51.5% 13,566 $1.6M
Savvy Advisors, Inc. 0.05% Add +64.6% 13,533 $1.6M
IHT Wealth Management, LLC 0.04% Add +0.5% 13,393 $1.5M
Brooklyn Investment Group 0.07% Add +70.5% 13,215 $1.5M
RIA Advisory Group LLC 0.37% Add +6.0% 13,253 $1.5M
Mutual Advisors, LLC 0.03% Add +15.9% 13,235 $1.5M
Journey Retirement Planning & Investment Management LLC 0.31% — 13,232 $1.5M
OneDigital Investment Advisors LLC 0.01% Add +6.1% 13,216 $1.5M
SVB Wealth LLC 0.09% Add +196.6% 13,188 $1.5M
Clearstead Advisors, LLC 0.02% Add +4.0% 13,165 $1.5M
Tudor Financial Inc. 0.78% No change 13,135 $1.5M
Glenview Trust Co 0.02% Reduce -3.7% 13,051 $1.5M
Valeo Financial Advisors, LLC 0.03% Add +7.1% 13,050 $1.5M
Calton & Associates, Inc. 0.22% Add +26.5% 12,891 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +14.6% 12,793 $1.5M
Brandywine Oak Private Wealth LLC 0.12% No change 12,779 $1.5M
Claro Advisors Inc. 0.20% Add +0.8% 12,772 $1.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.12% Add +138.7% 12,770 $1.5M
Leo Wealth, LLC 0.11% Add +44.4% 12,660 $1.5M
Evolve Private Wealth, LLC 0.09% — 12,562 $1.4M
Marino, Stram & Associates LLC 0.26% Add +2.5% 12,490 $1.4M
Canada Post Corp Registered Pension Plan 0.05% Add +29.5% 12,458 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.1% 12,435 $1.4M
United Bank 0.19% No change 12,432 $1.4M
Park National Corp. 0.04% Add +4.4% 12,403 $1.4M
Citizens Financial Group Inc. 0.02% Add +4.2% 12,354 $1.4M
CX Institutional 0.04% Reduce -20.3% 12,324 $1.4M
Moors & Cabot, Inc. 0.06% Add +1.9% 12,283 $1.4M
Quadrant Capital Group LLC 0.04% Add +13.2% 12,232 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.31% Reduce -2.3% 12,231 $1.4M
Accurate Wealth Management, LLC 0.18% Add +7.6% 11,992 $1.4M
StoneX Group Inc. 0.06% Reduce -1.1% 12,120 $1.4M
Huber Capital Management LLC 0.21% Reduce -7.6% 12,125 $1.4M
Sterling Investment Counsel, LLC 0.40% Add +68.5% 13,008 $1.4M
Atlantic Union Bankshares Corp 0.03% Add +8.1% 12,041 $1.4M
Praxis Investment Management Inc. 0.08% No change 11,980 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +18.8% 11,967 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +50.2% 11,947 $1.4M
SS&H Financial Advisors, Inc. 0.40% No change 11,898 $1.4M
Sagespring Wealth Partners, LLC 0.02% Reduce -5.1% 11,762 $1.4M
Raleigh Capital Management Inc. 0.49% Reduce -22.5% 11,753 $1.4M
CI Investments Inc. 0.01% Add +29.7% 11,753 $1.4M
Qtron Investments LLC 0.17% Add +7.2% 11,646 $1.3M
Ninepoint Partners LP 0.16% Reduce -20.3% 11,636 $1.3M
Founders Financial Alliance, LLC 0.25% Add +8.5% 11,534 $1.3M
Arwa LLC 0.78% — 11,520 $1.3M
Frank, Rimerman Advisors LLC 0.08% Add +4.8% 11,496 $1.3M
Certified Advisory Corp 0.12% Reduce -0.3% 11,495 $1.3M
Golden State Wealth Management, LLC 0.14% Add +2.1% 11,483 $1.3M
Ancora Advisors LLC 0.03% Add +0.2% 11,480 $1.3M
LFG Wealth Partners, LLC 0.84% — 11,454 $1.3M
First County Bank 0.70% Reduce -2.7% 11,443 $1.3M
Icon Advisers Inc. 0.29% Reduce -6.5% 11,440 $1.3M
JGP Wealth Management, LLC 0.14% Reduce -4.7% 11,411 $1.3M
Diversify Advisory Services, LLC 0.04% Add +14.9% 10,887 $1.3M
First Business Financial Services, Inc. 0.12% Add +6.8% 11,322 $1.3M
Klein Pavlis & Peasley Financial, Inc. 0.77% Add +13.0% 11,291 $1.3M
CreativeOne Wealth, LLC 0.03% Add +0.3% 11,230 $1.3M
NovaPoint Capital, LLC 0.33% Add +4.2% 11,208 $1.3M
Burke & Herbert Bank & Trust Co. 0.36% Add +0.7% 11,193 $1.3M
ARS Investment Partners, LLC 0.08% Reduce -1.3% 11,157 $1.3M
Cape Ann Savings Bank 0.66% Add +10.2% 11,135 $1.3M
Retirement Guys Formula LLC 0.59% Reduce -3.2% 11,131 $1.3M
FineMark National Bank & Trust 0.04% Add +4.3% 11,118 $1.3M
Convergence Investment Partners, LLC 0.25% Reduce -2.1% 11,106 $1.3M
Compound Planning, Inc. 0.04% Add +5.0% 11,068 $1.3M
W.H. Cornerstone Investments Inc. 0.77% Reduce -7.5% 11,054 $1.3M
PKO Investment Management Joint-Stock Co 0.10% Reduce -28.1% 11,000 $1.3M
HBK Sorce Advisory LLC 0.03% Reduce -0.5% 10,498 $1.3M
Bfsg, LLC 0.12% Add +0.1% 10,997 $1.3M
Fulcrum Asset Management LLP 0.35% Reduce -31.7% 10,882 $1.3M
First Dallas Securities Inc. 0.47% Reduce -1.1% 10,923 $1.3M
Trivium Point Advisory, LLC 0.13% Reduce -5.4% 10,865 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -7.7% 10,865 $1.3M
Greenleaf Trust 0.01% Add +2.2% 10,860 $1.3M
Spire Wealth Management 0.04% Add +181.8% 10,839 $1.2M
Candriam S.C.A. 0.01% New 10,715 $1.2M
Mark Sheptoff Financial Planning, LLC 0.59% Add +11.5% 10,675 $1.2M
Group One Trading LLC 0.04% New 10,564 $1.2M
Hancock Whitney Corp. 0.02% Reduce -0.8% 10,563 $1.2M
Schnieders Capital Management, Llc. 0.19% Add +5.8% 10,541 $1.2M
Navalign, LLC 0.30% Add +2.3% 10,540 $1.2M
Columbia Asset Management 0.22% Add +7.5% 10,532 $1.2M
Signaturefd, LLC 0.02% Add +6.1% 10,520 $1.2M
Mirador Capital Partners LP 0.17% Reduce -1.9% 10,462 $1.2M
Everpar Advisors LLC 0.44% Reduce -13.3% 10,395 $1.2M
Level Four Advisory Services, LLC 0.04% Reduce -10.8% 10,375 $1.2M
HM Payson & Co. 0.02% Add +0.0% 10,349 $1.2M
Marion Wealth Management 0.26% Add +3.4% 10,190 $1.2M
Albion Financial Group 0.07% Reduce -19.7% 10,217 $1.2M
Keystone Financial Group 0.09% Add +2.6% 10,150 $1.2M
Lawood & Co. 1.11% — 10,131 $1.2M
Coldstream Capital Management Inc. 0.02% Add +3.6% 10,120 $1.2M
Private Trust Co. NA 0.10% Reduce -0.3% 10,031 $1.2M
Supplemental Annuity Collective Trust of NJ 0.30% No change 10,000 $1.2M
Ar Asset Management Inc. 0.24% No change 10,000 $1.2M
Alps Advisors Inc. 0.01% Add +24.1% 9,985 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -1.4% 9,922 $1.1M
Harbour Investments, Inc. 0.02% Add +5.5% 9,914 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +3.0% 9,820 $1.1M
MLP3, LLC 1.23% — 9,735 $1.1M
Everstar Asset Management, LLC 0.59% Add +1.4% 9,575 $1.1M
Parsons Capital Management Inc. 0.06% Add +3.4% 9,560 $1.1M
Portside Wealth Group, LLC 0.15% Add +6.5% 9,455 $1.1M
OmniStar Financial Group, Inc. 0.64% Add +3.4% 9,437 $1.1M
Aviance Capital Partners, LLC 0.12% No change 9,385 $1.1M
Evergreen Capital Management LLC 0.02% Add +4.3% 9,381 $1.1M
Beacon Financial Advisory LLC 0.25% Reduce -11.3% 9,316 $1.1M
Parallel Advisors, LLC 0.02% Add +2.6% 9,272 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +7.3% 9,260 $1.1M
Cypress Capital Management LLC (WY) 1.03% Reduce -2.6% 9,250 $1.1M
Mission Wealth Management, LP 0.02% No change 9,218 $1.1M
Aviva PLC 0.00% No change 9,086 $1.0M
Busey Bank 0.03% Add +7.3% 9,037 $1.0M
Wedmont Private Capital 0.04% Add +9.7% 9,161 $1.0M
Alamea Verwaltungs GmbH 0.70% Add +0.7% 8,599 $1.0M
Oxford Financial Group, LTD. LLC 0.06% Add +0.8% 8,726 $1.0M
Monument Capital Management 0.25% Add +13.1% 8,694 $1.0M
Moody National Bank Trust Division 0.10% Reduce -22.4% 8,682 $1.0M
Premier Path Wealth Partners, LLC 0.13% Add +0.3% 8,670 $1000K
Walter & Keenan Wealth Management LLC /in/ 0.27% Add +8.1% 8,669 $1000K
Pekin Hardy Strauss, Inc. 0.09% No change 8,649 $997K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.6% 8,643 $997K
ABN AMRO Bank N.V. 0.01% Add +22.4% 8,646 $996K
Purkiss Capital Advisors LLC 0.47% Reduce -5.4% 8,603 $992K
Great Valley Advisor Group, Inc. 0.02% Add +37.4% 8,603 $992K
Arrow Financial Corp 0.10% Add +19.9% 8,595 $991K
ICICI Prudential Asset Management Co Ltd 0.12% Add +4.4% 8,571 $988K
ARS Wealth Advisors Group, LLC 0.09% Add +0.1% 8,559 $987K
Wealth Alliance, LLC 0.10% Reduce -24.4% 8,549 $986K
Capital Advisors Inc. 0.02% No change 8,455 $975K
JFS Wealth Advisors, LLC 0.05% Add +1.0% 8,430 $972K
Solitude Financial Services 0.32% Add +30.7% 8,415 $970K
Freestone Grove Partners LP 0.01% Add +88.8% 8,414 $970K
Armstrong Advisory Group, Inc. 0.07% Add +0.1% 8,406 $969K
Impact Capital Partners LLC 0.29% Add +9.4% 8,405 $969K
Thoma Capital Management LLC 0.56% Reduce -2.4% 8,379 $966K
Brevan Howard Capital Management LP 0.02% Reduce -76.0% 8,361 $964K
Capital Insight Partners, LLC 0.20% Reduce -2.0% 8,327 $964K
Litman Gregory Wealth Management LLC 0.07% No change 8,350 $963K
Peak Retirement Planning, Inc. 0.22% Reduce -1.7% 8,325 $960K
Williams Jones Wealth Management, LLC. 0.01% Add +277.5% 8,294 $956K
Rogco, LP 0.32% Reduce -0.3% 8,292 $956K
Fox Run Management, L.L.C. 0.15% New 8,229 $949K
Capstone Capital Management Ltd 0.91% — 8,200 $946K
Mattson Financial Services, LLC 0.22% Reduce -12.7% 8,196 $945K
CFS Investment Advisory Services, LLC 0.07% Add +2.9% 8,183 $944K
Rehmann Capital Advisory Group 0.05% Add +7.0% 8,157 $941K
Essex Financial Services, Inc. 0.05% Add +9.8% 8,140 $939K
PDS Planning, Inc 0.06% Reduce -1.5% 8,112 $935K
TCW Group Inc. 0.01% New 8,105 $935K
Fisher Asset Management 0.00% Add +22.2% 8,103 $934K
Ashton Thomas Securities, LLC 0.18% Reduce -0.1% 8,092 $933K
Meridian Wealth Management, LLC 0.03% Add +59.8% 8,061 $929K
Ossiam 0.02% Add +195.1% 8,026 $925K
Live Oak Investment Partners 0.56% Reduce -7.5% 7,970 $919K
BCS Wealth Management 0.09% New 7,944 $916K
Wolff Financial Management LLC 0.21% No change 7,944 $916K
Avity Investment Management Inc. 0.06% Add +8.9% 7,924 $914K
Principal Securities, Inc. 0.01% Reduce -0.8% 7,907 $912K
Waldron Private Wealth LLC 0.04% Reduce -1.9% 7,881 $909K
1834 Investment Advisors Co. 0.11% Reduce -0.4% 7,872 $908K
Aaron Wealth Advisors LLC 0.05% Add +18.2% 7,852 $905K
Victory Financial Group, LLC 0.11% Add +43.9% 7,850 $905K
Caerus Investment Advisors, LLC 0.30% Add +0.1% 7,845 $905K
Tradewinds, LLC. 0.22% Reduce -2.1% 7,815 $901K
Northstar Financial Companies, Inc. 0.71% New 7,771 $896K
Dynamic Technology Lab Private Ltd 0.20% Reduce -31.3% 7,764 $895K
Sumitomo Life Insurance Co. 0.02% Add +1.2% 7,730 $891K
Sovereign Financial Group, Inc. 0.16% Add +5.0% 7,722 $890K
Howe & Rusling Inc. 0.06% Add +20.7% 7,689 $887K
Smartleaf Asset Management LLC 0.03% Add +25.4% 7,638 $886K
San Luis Wealth Advisors LLC 0.15% Add +11.8% 7,682 $886K
Engineers Gate Manager LP 0.01% Reduce -91.1% 7,678 $885K
Advisor OS, LLC 0.07% Add +8.1% 7,668 $884K
Lanham O'Dell & Company, Inc. 0.25% Add +0.5% 7,664 $884K
Ausdal Financial Partners, Inc. 0.04% Reduce -0.2% 7,595 $876K
Cornerstone Planning, LLC 0.20% — 7,515 $871K
Parcion Private Wealth LLC 0.05% Add +0.3% 7,528 $868K
Danske Bank A/S 0.00% Reduce -2.6% 7,528 $868K
Sierra Summit Advisors LLC 0.13% Add +2.1% 7,520 $867K
Jackson Square Capital, LLC 0.17% Reduce -1.3% 7,515 $867K
Empire Financial Management Company, LLC 0.19% No change 7,475 $862K
NewEdge Wealth, LLC 0.01% Add +94.8% 7,462 $860K
Csenge Advisory Group 0.04% Add +6.0% 7,440 $858K
Confluence Wealth Services, Inc. 0.04% Reduce -7.7% 7,437 $857K
Smith, Moore & Co. 0.06% Reduce -5.0% 7,424 $856K
Chicago Capital, LLC 0.02% Add +0.3% 7,386 $852K
Western Wealth Management, LLC 0.04% Add +1.4% 7,365 $849K
Everhart Financial Group, Inc. 0.08% Add +141.0% 7,342 $847K
Seelaus Asset Management LLC 0.67% No change 7,175 $827K
Aprio Wealth Management, LLC 0.05% Add +20.8% 7,138 $823K
Elevated Capital Advisors, LLC 0.19% Reduce -1.1% 7,090 $818K
Secure Asset Management, LLC 0.13% Add +5.8% 7,086 $817K
Syon Capital LLC 0.04% Add +11.9% 7,079 $816K
TCV Trust & Wealth Management, Inc. 0.07% Add +2.7% 7,071 $815K
Bridgewater Advisors Inc. 0.05% Add +9.7% 6,888 $814K
Marathon Strategic Advisors, LLC 0.62% No change 7,027 $810K
Midwest Professional Planners, LTD. 0.19% Add +5.8% 6,994 $806K
Siemens Fonds Invest GmbH 0.04% Reduce -30.5% 6,943 $805K
King Luther Capital Management Corp. 0.00% Add +0.4% 6,963 $803K
Silver Oak Securities, Incorporated 0.05% Add +2.0% 6,911 $802K
Trueblood Wealth Management, LLC 0.31% Add +1.3% 6,937 $800K
Peddock Capital Advisors, LLC 0.17% No change 6,925 $799K
White Pine Capital LLC 0.22% Add +7.2% 6,913 $797K
Sivia Capital Partners, LLC 0.16% Add +5.7% 6,904 $796K
Flagship Harbor Advisors, LLC 0.04% Reduce -8.8% 6,893 $795K
Graves Light Lenhart Wealth, Inc. 0.08% No change 6,870 $792K
SCP Investment, LP 0.64% Add +142.9% 6,800 $784K
A. D. Beadell Investment Counsel, Inc. 0.51% No change 6,760 $779K
Ti-Trust, Inc. 0.48% No change 6,713 $774K
First National Bank & Trust Co. of Newtown 0.14% Add +227.1% 6,713 $774K
Daymark Wealth Partners, LLC 0.02% Add +8.0% 6,710 $774K
Powell Investment Advisors, LLC 0.27% No change 6,709 $774K
First Manhattan Co. Llc. 0.00% Reduce -2.0% 6,658 $768K
Rothschild Investment LLC 0.04% Reduce -3.7% 6,657 $768K
Alpha Family Trust 0.35% No change 6,650 $767K
KCM Investment Advisors LLC 0.02% Add +1.3% 6,641 $766K
Argyle Capital Management, LLC 0.25% No change 6,600 $761K
Simplicity Wealth,LLC 0.05% Add +0.7% 6,587 $760K
Harold Davidson & Associates Inc. 0.34% Reduce -2.6% 6,580 $759K
Kuhn & Co Investment Counsel 0.50% Add +0.1% 6,568 $757K
Checchi Capital Advisers, LLC 0.05% Add +1.1% 6,502 $750K
Bank & Trust Co 0.52% No change 6,434 $742K
Themes Management Co LLC 0.59% — 6,432 $742K
Pettyjohn, Wood & White, Inc. 0.12% Add +6.8% 6,414 $740K
Family Legacy, Inc. 0.22% Add +1.0% 6,398 $738K
R Squared Ltd 0.34% Add +113.5% 6,363 $734K
Arvest Bank Trust Division 0.04% Reduce -0.5% 6,356 $733K
Sigma Planning Corp 0.02% Reduce -18.9% 6,296 $726K
Bank of Stockton 0.21% Add +16.3% 6,274 $723K
Cornerstone Wealth Management, LLC 0.04% Add +16.7% 6,255 $721K
McKinley Carter Wealth Services, Inc. 0.04% Add +0.0% 6,249 $721K
Gibson Wealth Advisors LLC 0.49% No change 6,248 $720K
Neville Rodie & Shaw Inc. 0.05% No change 6,240 $720K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.1% 6,296 $716K
Banque Cantonale Vaudoise 0.03% Reduce -26.9% 6,201 $715K
MKT Advisors LLC 0.24% Reduce -0.1% 6,261 $714K
Lanark Financial, Inc. 0.05% Reduce -4.3% 6,191 $714K
Knights of Columbus Asset Advisors LLC 0.04% New 6,162 $711K
Kovack Advisors, Inc. 0.03% Add +123.6% 6,149 $709K
FIL Ltd 0.00% Add +105.0% 6,102 $704K
Composition Wealth, LLC 0.01% Add +60.4% 6,054 $698K
McGlone Suttner Wealth Management, Inc. 0.09% Add +0.9% 6,032 $696K
Donaldson Capital Management, LLC 0.02% Add +0.8% 6,021 $694K
EverSource Wealth Advisors, LLC 0.03% Add +0.3% 6,020 $694K
SageView Advisory Group, LLC 0.02% Reduce -3.5% 6,007 $693K
Blue Chip Partners, LLC 0.05% Add +0.1% 5,951 $686K
Journey Strategic Wealth LLC 0.02% Reduce -1.9% 5,927 $683K
Smart Money Group LLC 0.20% Add +0.8% 5,924 $683K
Westpac Banking Corp. 0.04% Reduce -53.4% 5,919 $683K
Fire Capital Management LLC 0.34% Add +11.7% 5,894 $680K
Bank Ozk 0.24% Add +2.0% 5,867 $677K
Garrison Point Advisors, LLC 0.30% Reduce -2.7% 5,844 $674K
SBI Okasan Asset Management Co.Ltd. 0.04% — 5,800 $671K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.2% 5,815 $670K
Strategic Planning, Inc. 0.36% Add +0.8% 5,807 $670K
Mendel Money Management 0.28% Reduce -3.3% 5,798 $669K
Cresset Asset Management, LLC 0.00% Reduce -18.0% 5,787 $667K
YANKCOM Partnership 0.28% Reduce -0.3% 5,787 $667K
Indiana Trust & Investment Management Co 0.20% No change 5,782 $667K
Cornerstone Advisory, LLC 0.06% Add +0.2% 5,756 $664K
Dynamic Advisor Solutions LLC 0.02% Reduce -8.9% 5,734 $661K
Liberty Capital Management, Inc. 0.12% No change 5,700 $657K
Retireful, LLC 0.82% New 5,658 $656K
City State Bank 0.18% No change 5,655 $652K
Florida Trust Wealth Management Co 0.02% Add +1.8% 5,652 $652K
Cassaday & Co Wealth Management LLC 0.01% Add +2.5% 5,634 $650K
Eagle Strategies LLC 0.08% Reduce -4.5% 5,604 $646K
Woodward Diversified Capital, LLC 0.29% Add +3.8% 5,553 $640K
GTS Securities LLC 0.02% Reduce -71.7% 5,553 $640K
Cloverfields Capital Group, LP 0.20% New 5,552 $640K
Modera Wealth Management, LLC 0.01% Add +1.4% 5,546 $639K
4J Wealth Management LLC 0.37% New 5,544 $639K
Apella Capital, LLC 0.01% Add +12.0% 5,534 $638K
Marietta Investment Partners LLC 0.13% New 5,510 $635K
Shulman DeMeo Asset Management LLC 0.14% Add +0.4% 5,505 $635K
Atwood & Palmer Inc. 0.04% No change 5,500 $634K
Cohen Klingenstein LLC 0.02% No change 5,500 $634K
2UniFi Bank 0.30% Add +4.0% 5,499 $634K
Avidian Wealth Enterprises, LLC 0.02% Add +8.2% 5,481 $632K
Fourpath Capital Management, LLC 0.09% Reduce -26.8% 5,462 $630K
Advisors Capital Management, LLC 0.01% Reduce -8.0% 5,453 $629K
Ritholtz Wealth Management 0.01% Add +21.7% 5,440 $627K
SouthState Bank Corp 0.03% Reduce -16.4% 5,420 $625K
Centennial Wealth Advisory LLC 0.17% Reduce -0.1% 5,417 $625K
GC Wealth Management RIA, LLC 0.02% Reduce -58.3% 5,414 $624K
Taylor Financial Group, Inc. 0.36% No change 5,376 $620K
Nixon Peabody Trust Co. 0.05% Add +1.9% 5,366 $619K
Avestar Capital, LLC 0.04% Add +1.9% 5,350 $617K
Barry Investment Advisors, LLC 0.14% Add +0.4% 5,341 $616K
Atalanta Sosnoff Capital, LLC 0.01% Add +19.7% 5,328 $614K
Leonteq Securities AG 0.03% Add +69.0% 5,318 $613K
Parkside Financial Bank & Trust 0.05% Add +4.4% 5,296 $611K
Cascade Investment Group, Inc. 0.41% Add +1.4% 5,264 $607K
Endeavor Private Wealth, Inc. 0.17% Reduce -16.6% 5,259 $606K
Edgestream Partners, L.P. 0.02% Reduce -93.2% 5,257 $606K
NorthCoast Asset Management LLC 0.01% Reduce -66.9% 5,251 $606K
CSS LLC 0.10% New 5,250 $605K
BKM Wealth Management, LLC 0.22% Reduce -0.1% 5,244 $605K
Mather Group, Llc. 0.01% Reduce -47.0% 5,242 $604K
Ignite Planners, LLC 0.09% Add +16.3% 5,040 $604K
Northcape Wealth Management, LLC 0.17% Reduce -10.3% 5,224 $602K
Advisory Alpha, LLC 0.02% Reduce -4.7% 5,190 $599K
Clarity Financial LLC 0.06% Add +3.8% 5,190 $598K
Cigna Investments Inc. 0.09% No change 5,171 $597K
Arista Wealth Management, LLC 0.07% Add +0.3% 5,173 $596K
Fortress Financial Solutions, LLC 0.61% Add +3.9% 5,172 $596K
Platform Technology Partners 0.13% Add +0.6% 5,166 $596K
TD Waterhouse Canada Inc. 0.00% Add +7.7% 5,164 $595K
Rexford Capital Inc. 0.45% Add +2.0% 5,143 $593K
Intrua Financial, LLC 0.06% Reduce -6.8% 5,096 $588K
CWA Asset Management Group, LLC 0.02% Add +0.2% 5,086 $587K
Townsquare Capital LLC 0.13% Add +2.3% 5,082 $586K
Calamos Wealth Management LLC 0.02% Add +33.4% 5,076 $585K
Next Capital Management LLC 0.19% No change 5,075 $585K
Aberdeen Wealth Management LLC 0.27% Reduce -4.3% 5,058 $583K
Fiduciary Alliance LLC 0.04% Add +1.6% 5,056 $583K
Summit Financial Strategies, Inc. 0.05% Add +1.1% 5,054 $583K
Stratos Wealth Advisors, LLC 0.03% Reduce -2.5% 5,011 $578K
High Net Worth Advisory Group LLC 0.13% No change 5,003 $577K
Focus Financial Network, Inc. 0.02% Reduce -0.2% 5,003 $577K
Tower Bridge Advisors 0.06% No change 4,975 $574K
49 Wealth Management, LLC 0.05% Add +4.6% 4,971 $573K
Fulton Breakefield Broenniman LLC 0.04% No change 4,970 $573K
WealthPlan Investment Management, LLC 0.04% Add +0.2% 4,945 $570K
Investment House LLC 0.03% Reduce -7.0% 4,941 $570K
Cadence Bank 0.03% Reduce -0.4% 4,934 $569K
Modern Wealth Management, LLC 0.01% Add +7.5% 4,935 $569K
Kavar Capital Partners Group, LLC 0.08% Add +0.2% 4,930 $568K
44 Wealth Management LLC 0.19% Add +1.1% 4,925 $568K
Stevens Capital Management LP 0.20% New 4,910 $566K
High Point Wealth Management, LLC 0.54% — 4,905 $566K
Spirepoint Private Client, LLC 0.05% Add +5.7% 4,854 $560K
Aull & Monroe Investment Management Corp 0.28% Add +2.1% 4,854 $560K
Birch Financial Group, LLC 0.32% Add +72.5% 4,825 $556K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.1% 4,820 $556K
Northwest Bancshares, Inc. 0.11% Reduce -5.2% 4,812 $555K
Blue Trust, Inc. 0.01% Add +1.6% 4,806 $554K
Stock Yards Bank & Trust Co. 0.02% Add +0.2% 4,805 $554K
Jump Financial, LLC 0.01% Reduce -74.2% 4,800 $553K
Rossmore Private Capital 0.05% No change 4,799 $553K
Southland Equity Partners LLC 0.11% Reduce -1.8% 4,798 $553K
Radnor Capital Management, LLC 0.08% No change 4,789 $552K
Ironwood Investment Counsel, LLC 0.08% No change 4,788 $552K
Pinnacle West Asset Management, Inc. 0.36% Reduce -1.6% 4,775 $551K
Fee-Only Financial Planning, L.C. 0.32% No change 4,769 $550K
Franklin Street Advisors Inc. 0.03% Add +5.5% 4,760 $549K
Dearborn Partners LLC 0.03% Reduce -2.9% 4,748 $548K
Texas Capital Bank Wealth Management Services Inc 0.03% New 4,741 $547K
Addison Advisors LLC 0.12% Add +0.7% 4,740 $547K
Fideuram Asset Management (Ireland) dac 0.04% — 5,332 $546K
Chicago Partners Investment Group LLC 0.01% Add +1.1% 4,663 $544K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +21.4% 4,706 $543K
Rockport Wealth LLC 0.11% No change 4,699 $542K
Advyzon Investment Management, LLC 0.06% Add +121.3% 4,696 $541K
Cohen Investment Advisors LLC 0.25% Reduce -1.0% 4,678 $539K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.3% 4,667 $538K
Community Trust & Investment Co. 0.03% Add +2.2% 4,653 $537K
Steadtrust LLC 0.33% No change 4,650 $536K
Wealth Enhancement Trust Services, Inc. 0.07% — 4,620 $533K
Northside Capital Management, LLC 0.05% Add +31.4% 4,600 $530K
Providence First Trust Co 0.18% New 4,599 $530K
Davis Investment Partners, LLC 0.18% Reduce -0.9% 4,564 $529K
Code Waechter LLC 0.33% Reduce -0.8% 4,523 $522K
Welch & Forbes LLC 0.01% Add +1.1% 4,505 $519K
United Community Bank 0.20% Reduce -50.0% 4,483 $517K
Essex Bank 0.11% Add +4.2% 4,475 $516K
Independent Financial Group, LLC 0.01% Add +4.1% 4,455 $514K
XTX Topco Ltd 0.01% Reduce -84.1% 4,445 $513K
Dorsey & Whitney Trust CO LLC 0.03% Add +9.5% 4,444 $512K
Institute for Wealth Management, LLC. 0.05% Add +2.7% 4,430 $511K
Bridges Investment Management Inc. 0.01% Reduce -5.8% 4,420 $510K
Keel Point, LLC 0.03% Reduce -6.8% 4,417 $509K
Finward Bancorp 0.40% Reduce -4.1% 4,412 $509K
Spectrum Strategic Capital Management, LLC 0.27% New 4,408 $508K
BIP Wealth, LLC 0.02% New 4,401 $507K
Sky Investment Group LLC 0.09% Reduce -1.8% 4,390 $506K
HF Advisory Group, LLC 0.18% Reduce -0.7% 4,376 $505K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +4.6% 4,375 $504K
Vigilare Wealth Management 0.17% Reduce -18.3% 4,373 $504K
Sterling Wealth Management, Inc. 0.14% No change 4,361 $503K
Jacobi Capital Management LLC 0.03% Add +5.9% 4,359 $503K
Arvest Investments, Inc. 0.07% Reduce -7.7% 4,358 $503K
Columbia Bank 0.14% Reduce -4.6% 4,357 $502K
Xcelsior Advisor Partners LLC 0.24% — 4,355 $502K
Monetary Management Group Inc. 0.12% No change 4,320 $498K
Sowell Financial Services LLC 0.02% Add +6.1% 4,302 $496K
Affinity Investment Advisors, LLC 0.33% Add +80.7% 4,301 $496K
Abacus Planning Group, Inc. 0.07% Add +0.9% 4,298 $496K
VestGen Advisors, LLC 0.02% Reduce -18.3% 4,296 $495K
St Germain D J Co. Inc. 0.02% Reduce -9.9% 4,289 $495K
City Holding Co. 0.06% Reduce -20.7% 4,284 $494K
Gilbert & Cook, Inc. 0.06% Add +0.2% 4,266 $492K
Anchor Investment Management, LLC 0.04% No change 4,235 $488K
Stanley-Laman Group, Ltd. 0.06% Add +0.6% 4,227 $487K
Krilogy Financial LLC 0.02% Reduce -9.1% 4,121 $486K
Procyon Advisors, LLC 0.02% Reduce -20.9% 4,194 $484K
Havemeyer Place LP 0.10% — 4,192 $483K
Waycross Partners, LLC 0.04% No change 4,180 $482K
Kingsman Wealth Management, Inc. 0.26% New 4,120 $475K
LMG Wealth Partners, LLC 0.09% No change 4,096 $472K
Virtue Capital Management, LLC 0.07% Reduce -48.2% 4,071 $471K
Tulsa Wealth Advisors, INC 0.16% — 4,083 $471K
Transcend Capital Advisors, LLC 0.04% Reduce -49.1% 4,044 $466K
Dagco, Inc. 0.11% Add +0.1% 4,044 $466K
Mattern Wealth Management LLC 0.09% No change 4,042 $466K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $466K
LMR Partners LLP 0.01% Reduce -22.6% 4,034 $465K
Tred Avon Family Wealth, LLC 0.15% Reduce -0.7% 4,033 $465K
Kera Capital Partners, Inc. 0.06% Reduce -1.5% 3,878 $464K
Wilmington Savings Fund Society, FSB 0.01% Add +236.0% 4,025 $464K
J2 Capital Management Inc 0.34% Reduce -2.5% 4,020 $464K
Joel Isaacson & Co., LLC 0.02% No change 4,005 $462K
Continuum Advisory, LLC 0.05% Add +0.9% 3,988 $460K
Moneta Group Investment Advisors LLC 0.00% Add +7.1% 3,972 $458K
Nilsine Partners, LLC 0.04% Add +4.9% 3,972 $458K
Philadelphia Trust Co. 0.03% Add +94.9% 3,976 $458K
Gables Capital Management Inc. 0.19% No change 3,968 $458K
Caldwell Trust Co 0.04% Reduce -0.1% 3,961 $457K
Excalibur Management Corp. 0.16% Add +1.9% 3,959 $457K
Gateway Wealth Partners, LLC 0.05% Add +4.7% 3,945 $455K
Capital Investment Advisory Services, LLC 0.03% Add +3.7% 3,939 $454K
Brown Financial Advisors 0.17% Reduce -9.2% 3,926 $453K
Worthington Financial Partners, LLC 0.40% — 3,917 $452K
Northeast Investment Management 0.02% No change 3,901 $450K
Avantax Planning Partners, Inc. 0.01% Add +28.6% 3,897 $449K
Marble Wealth, LLC 0.06% — 3,893 $449K
Bedel Financial Consulting, Inc. 0.05% No change 3,867 $446K
FourThought Financial Partners, LLC 0.04% Add +15.9% 3,864 $446K
Curi Capital, LLC 0.01% Add +89.6% 3,855 $445K
Charles Schwab Trust Co 0.03% Add +48.3% 3,840 $443K
Centennial Bank 0.18% Reduce -1.3% 3,825 $441K
Agate Pass Investment Management, LLC 0.16% No change 3,825 $441K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -13.0% 3,822 $441K
Heritage Wealth Management, Inc. 0.12% Add +1.1% 3,802 $438K
Westco Advisory Services Inc. 0.27% — 3,800 $438K
Creative Financial Designs Inc. 0.03% Add +18.7% 3,782 $436K
Ranch Capital Advisors Inc. 0.16% No change 3,779 $436K
Kennebec Savings Bank 0.38% Add +1.7% 3,771 $435K
MBL Wealth, LLC 0.03% New 3,767 $434K
Aureus Asset Management, LLC 0.03% Reduce -0.8% 3,759 $433K
Patton Albertson Miller Group, LLC 0.05% Reduce -36.0% 3,752 $433K
AdvisorNet Financial, Inc 0.02% Add +2.0% 3,738 $431K
Laurel Oak Wealth Management, LLC 0.07% — 3,728 $430K
International Assets Investment Management, LLC 0.03% Add +11.6% 3,716 $428K
Frec Markets, Inc. 0.13% — 3,709 $428K
Cannell & Spears LLC 0.01% No change 3,673 $424K
Waterloo Capital, L.P. 0.03% Reduce -1.5% 3,644 $420K
Taylor Hoffman Capital Management LLC 0.13% No change 3,626 $418K
Beverly Hills Private Wealth, LLC 0.07% Add +0.6% 3,625 $418K
WBH Advisory Inc. 0.03% Reduce -0.2% 3,617 $417K
Morningstar Investment Management LLC 0.02% Reduce -81.8% 3,614 $417K
Fiduciary Financial Group, LLC 0.06% Add +1.6% 3,613 $417K
Harbour Trust & Investment Management Co 0.04% No change 3,596 $415K
3Chopt Investment Partners, LLC 0.09% Add +0.9% 3,592 $414K
AlTi Global, Inc. 0.01% Reduce -93.3% 3,592 $414K
Thomasville National Bank 0.03% Add +5.0% 3,580 $413K
Fruth Investment Management 0.11% Add +5.9% 3,580 $412K
Personal Cfo Solutions, LLC 0.07% Add +1.8% 3,551 $409K
Cidel Asset Management Inc. 0.03% Reduce -5.0% 3,550 $409K
McDonald Partners LLC 0.13% Add +2.0% 3,547 $409K
CTC Alternative Strategies, Ltd. 0.76% New 3,540 $408K
Leavell Investment Management, Inc. 0.02% Reduce -12.9% 3,538 $408K
Verity Asset Management, Inc. 0.17% Add +18.2% 3,521 $406K
Prudent Man Advisors, LLC 0.15% Reduce -2.2% 3,516 $405K
Mathes Company, Inc. 0.14% No change 3,500 $404K
Copley Financial Group, Inc. 0.25% Reduce -8.9% 3,501 $404K
Corient IA LP 0.38% No change 3,500 $404K
Interactive Financial Advisors, Inc. 0.26% No change 3,500 $404K
Avantra Family Wealth, Inc. 0.29% Add +2.0% 3,499 $403K
Vista Investment Partners Ii, LLC 0.17% Reduce -0.3% 3,469 $400K
E&G Advisors, LLC 0.09% No change 3,468 $400K
Country Trust Bank 0.01% No change 3,465 $400K
PCM Encore, LLC 0.08% — 3,462 $399K
Alhambra Investment Management LLC 0.19% No change 3,454 $398K
Legacy Private Trust Co. 0.02% Add +14.5% 3,436 $396K
SC&H Financial Advisors, Inc. 0.06% Add +0.4% 3,416 $394K
Register Financial Advisors LLC 0.15% Reduce -1.4% 3,408 $393K
King Wealth Management Group 0.05% New 3,391 $391K
Wulff, Hansen & Co. 0.33% Reduce -11.7% 3,390 $391K
John G Ullman & Associates Inc. 0.05% No change 3,390 $391K
RFG Advisory, LLC 0.01% Add +2.9% 3,385 $390K
Nicolet Advisory Services, LLC 0.03% Add +9.6% 3,348 $390K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Add +16.4% 3,379 $390K
First National Bank Sioux Falls 0.12% No change 3,375 $389K
Legacy Financial Advisors, Inc. 0.05% Add +19.3% 3,358 $387K
Lifeworks Advisors, LLC 0.05% Reduce -5.3% 3,352 $386K
Financial Advisors Network, Inc. 0.05% Add +3.5% 3,350 $386K
David J Yvars Group 0.21% No change 3,336 $385K
Knollwood Investment Advisory, LLC 0.04% No change 3,321 $383K
Glassy Mountain Advisors, Inc. 0.12% Reduce -7.2% 3,312 $382K
Panagora Asset Management Inc. 0.00% No change 3,309 $382K
Keudell/Morrison Wealth Management 0.08% — 3,286 $379K
W Advisors, LLC 0.19% No change 3,279 $378K
Stiles Financial Services Inc 0.12% Add +0.7% 3,274 $378K
Plante Moran Financial Advisors, LLC 0.02% Reduce -0.3% 3,262 $376K
Fayez Sarofim & Co 0.00% No change 3,250 $375K
BCGM Wealth Management, LLC 0.10% No change 3,247 $374K
Strategic Wealth Partners, Ltd. 0.03% Add +202.7% 3,236 $373K
AlphaQuest LLC 0.02% Reduce -90.5% 3,227 $372K
Brendel Financial Advisors LLC 0.18% Reduce -2.1% 3,226 $372K
Choate Investment Advisors 0.01% Reduce -20.2% 3,219 $371K
Pines Wealth Management, LLC 0.12% No change 3,213 $371K
Quotient Wealth Partners, LLC 0.01% Reduce -0.0% 3,202 $369K
Novare Capital Management LLC 0.03% Add +0.5% 3,189 $368K
Barnes Pettey Financial Advisors, LLC 0.18% No change 3,188 $368K
XML Financial, LLC 0.03% Add +35.0% 3,187 $367K
Trust Co. of Vermont 0.02% Add +47.4% 3,184 $367K
Great Diamond Partners, LLC 0.07% No change 3,163 $365K
Cladis Investment Advisory, LLC 0.20% No change 3,158 $364K
Lathrop Investment Management Co. 0.07% No change 3,160 $364K
Bahl & Gaynor LLC 0.00% Add +25.8% 3,153 $364K
Bison Wealth, LLC 0.04% Reduce -41.1% 2,888 $363K
apricus wealth, LLC 0.18% Reduce -3.8% 3,137 $362K
Sepio Capital, LP 0.02% New 3,137 $362K
BLB&B Advisors, LLC 0.01% Add +0.5% 3,117 $359K
Opal Wealth Advisors, LLC 0.09% Add +5.3% 3,112 $359K
Channel Wealth LLC 0.09% Add +0.8% 3,112 $359K
DMC Group, LLC 0.24% Add +36.5% 3,107 $358K
Latitude Advisors, LLC 0.16% Add +12.6% 3,100 $357K
Delta Asset Management LLC 0.03% Reduce -0.9% 3,092 $357K
Sandbox Financial Partners, LLC 0.10% Add +0.0% 3,090 $356K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.4% 3,089 $356K
GDS Wealth Management 0.02% Reduce -2.6% 3,084 $356K
Angeles Wealth Management, LLC 0.02% Add +8.8% 3,079 $355K
L2 Asset Management, LLC 0.05% Add +6.3% 3,074 $354K
111 Capital 0.08% Reduce -37.0% 3,071 $354K
Fund Advisors of America Inc 0.32% — 3,069 $354K
Advisory Resource Group 0.06% Add +0.0% 3,067 $354K
Kintra Wealth, LLC 0.05% New 3,062 $353K
Turtle Creek Wealth Advisors, LLC 0.03% Add +0.7% 3,052 $352K
Chesley Taft & Associates LLC 0.01% Add +5.6% 3,041 $351K
one8zero8, LLC 0.08% No change 3,040 $351K
FWG Holdings, LLC 0.13% Reduce -8.6% 2,920 $350K
STF Management LP 0.33% Reduce -62.2% 3,025 $349K
Horizon Family Wealth, Inc. 0.18% Add +0.8% 3,013 $347K
OpenArc Corporate Advisory, LLC 0.01% — 3,011 $347K
SHUTTLEWORTH & Co 0.32% No change 3,010 $347K
West Family Investments, Inc. 0.08% No change 3,009 $347K
Summit Securities Group LLC 0.06% Add +1638.7% 3,008 $347K
Urban Wealth Management, LLC 0.32% — 3,003 $346K
Innova Wealth Partners 0.17% Add +7.1% 3,003 $346K
Cornerstone Select Advisors, LLC 0.24% Add +3.6% 3,003 $346K
Rithm Capital Corp. 0.81% No change 3,000 $346K
Bantamac Capital, LLC 0.24% No change 3,000 $346K
Redmond Asset Management, LLC 0.09% New 2,984 $344K
Hilltop Holdings Inc. 0.02% Reduce -60.9% 2,980 $344K
Conning Inc. 0.01% Reduce -20.8% 2,976 $343K
Clear Trail Advisors, LLC 0.08% — 2,972 $343K
Dorsey Wright & Associates 0.07% Reduce -1.3% 2,962 $342K
MJP Associates Inc. 0.04% Add +1.7% 2,963 $342K
Sandro Wealth Management LLC 0.28% — 2,961 $341K
Hilltop National Bank 0.08% No change 2,952 $340K
Gibbs Wealth Management 0.08% Reduce -7.6% 2,910 $340K
Becker Capital Management Inc. 0.01% Add +2.3% 2,949 $340K
Single Point Partners, LLC 0.07% Reduce -4.4% 2,942 $339K
Old National Bancorp 0.01% Add +1.6% 2,938 $339K
Holderness Investments Co. 0.07% Reduce -0.7% 2,936 $339K
Beaton Management Co. Inc. 0.15% No change 2,934 $338K
Lebenthal Global Advisors, LLC 0.05% Add +9.5% 2,924 $337K
Drive Wealth Management, LLC 0.07% Add +6.3% 2,918 $336K
Quent Capital, LLC 0.02% Add +1.8% 2,915 $336K
Central Bank & Trust Co. 0.05% No change 2,900 $334K
Colonial Trust Advisors 0.03% Reduce -3.8% 2,900 $334K
Clifford Swan Investment Counsel LLC 0.01% No change 2,900 $334K
71 West Capital Partners 0.02% — 2,897 $334K
WealthShield Partners, LLC 0.04% New 2,888 $333K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -5.0% 2,878 $332K
Lantz Financial LLC 0.07% Reduce -16.2% 2,877 $332K
LeClair Wealth Partners LLC 0.19% No change 2,874 $331K
Evoke Wealth, LLC 0.01% Reduce -27.4% 2,866 $331K
Baker Avenue Asset Management, LP 0.01% Reduce -12.9% 2,865 $330K
Vantus Wealth LLC 0.24% — 2,862 $330K
International Private Wealth Advisors LLC 0.21% Reduce -2.5% 2,856 $329K
Trust Point Inc. 0.03% Reduce -3.5% 2,852 $329K
SLT Holdings LLC 0.22% Add +9.6% 2,850 $329K
Aegis Wealth Management LLC 0.19% Reduce -4.7% 2,850 $329K
Clear Creek Financial Management, LLC 0.03% Add +9.7% 2,849 $329K
Severin Investments, LLC 0.29% Reduce -6.1% 2,829 $326K
Bogart Wealth, LLC 0.01% Add +43.0% 2,823 $326K
McIlrath & Eck, LLC 0.03% Reduce -3.3% 2,809 $324K
Douglas Lane & Associates, LLC 0.00% Reduce -5.2% 2,802 $323K
Chronos Wealth Management, LLC 0.15% No change 2,800 $323K
Pinion Investment Advisors, LLC 0.08% Add +0.0% 2,800 $323K
Wexford Capital LP 0.08% Add +51.8% 2,789 $322K
McDonough Capital Management, Inc 0.16% No change 2,786 $321K
Peoples Financial Services Corp. 0.15% No change 2,785 $321K
IFG Advisory, LLC 0.01% Add +0.3% 2,782 $321K
Golden Reserve Retirement LLC 0.06% New 2,777 $320K
Widmann Financial Services, Inc. 0.20% Reduce -10.1% 2,771 $320K
Xxi Wealth, LLC 0.19% — 2,749 $317K
Fiduciary Group, LLC 0.03% Add +22.2% 2,749 $317K
Bradley Foster & Sargent Inc. 0.00% Reduce -5.5% 2,744 $316K
Austin Private Wealth, LLC 0.02% Reduce -0.1% 2,744 $316K
AssuredPartners Investment Advisors, LLC 0.05% Add +37.0% 2,739 $316K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.5% 2,736 $315K
Prelude Capital Management, LLC 0.02% New 2,728 $315K
Safeguard Investment Advisory Group, LLC 0.08% Add +2.5% 2,728 $315K
Braeburn Wealth Management LLC 0.16% — 2,718 $313K
Diversified Enterprises, LLC 0.02% New 2,717 $313K
BDFS Capital LLC 0.16% — 2,711 $313K
Claris Financial LLC 0.17% Add +19.1% 2,708 $312K
Investment Advisory Services Inc. /TX 0.10% Add +9.3% 2,698 $311K
Picton Mahoney Asset Management 0.00% Add +24381.8% 2,693 $311K
Maia Wealth LLC 0.05% Reduce -1.7% 2,452 $310K
Canal Capital Management, LLC 0.04% Reduce -6.7% 2,688 $310K
JB Capital LLC 0.01% Add +1.0% 2,682 $309K
Carroll Advisory Group, LLC 0.13% — 2,681 $309K
Venturi Wealth Management, LLC 0.01% Add +33.3% 2,676 $309K
Balefire, LLC 0.06% Add +48.8% 2,667 $308K
Mach-1 Financial Group, LLC 0.06% New 2,665 $307K
Fieldview Capital Management, LLC 0.05% New 2,664 $307K
Gilman Hill Asset Management, LLC 0.05% No change 2,660 $307K
Peoples Bank 0.31% No change 2,657 $306K
Meritage Portfolio Management 0.02% Reduce -8.3% 2,656 $306K
First Merchants Corp. 0.01% Reduce -0.3% 2,656 $306K
KPP Advisory Services LLC 0.04% Add +3.1% 2,647 $305K
Asset Allocation & Management Company, LLC 0.12% No change 2,646 $305K
PKS Advisory Services, LLC 0.07% Add +10.8% 2,639 $304K
Ewa, LLC 0.07% Add +2.6% 2,636 $304K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +0.4% 2,636 $304K
Shakespeare Wealth Management, LLC 0.07% No change 2,633 $304K
Elyxium Wealth, LLC 0.08% Reduce -19.1% 2,627 $303K
Powers Advisory Group, LLC 0.11% Reduce -1.2% 2,622 $302K
Miller Financial Services LLC 0.35% Reduce -1.3% 2,622 $302K
North Dallas Bank & Trust Co. 0.20% — 2,622 $302K
Altfest L J & Co. Inc. 0.03% Reduce -0.1% 2,622 $302K
AlphaCore Capital LLC 0.01% Add +46.1% 2,622 $302K
Jackson Thornton Wealth Management, LLC 0.03% Add +0.7% 2,624 $302K
Tradition Wealth Management, LLC 0.02% Add +5.0% 2,612 $301K
Ingalls & Snyder LLC 0.01% Reduce -2.3% 2,610 $301K
Storgate, LLC 0.25% — 2,610 $301K
CHICAGO TRUST Co NA 0.05% No change 2,610 $301K
West Bancorporation Inc. 0.16% Reduce -2.0% 2,597 $299K
Schulhoff & Co. Inc. 0.13% No change 2,595 $299K
GeoWealth Management, LLC 0.01% Reduce -26.6% 2,591 $299K
55 North Private Wealth, LLC 0.08% — 2,583 $298K
Sunbelt Securities, Inc. 0.02% Reduce -0.3% 2,579 $297K
Icon Wealth Advisors, LLC 0.02% Reduce -3.6% 2,578 $297K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -1.1% 2,576 $297K
Bank of Hawaii 0.01% Reduce -10.8% 2,573 $297K
Sax Wealth Advisors, LLC 0.01% New 2,564 $296K
Juncture Wealth Strategies, LLC 0.10% Reduce -11.4% 2,559 $295K
Rockland Trust Co. 0.01% New 2,551 $294K
Stratos Investment Management, LLC 0.01% Reduce -0.0% 2,548 $294K
Firethorn Wealth Partners, LLC 0.11% New 2,541 $293K
Kanawha Capital Management LLC 0.02% Reduce -13.7% 2,528 $292K
Terril Brothers, Inc. 0.08% Reduce -3.4% 2,525 $291K
Tiemann Investment Advisors, LLC 0.11% No change 2,515 $290K
Mechanics Financial Corp 0.11% Reduce -0.6% 2,515 $290K
Fortem Financial Group, LLC 0.08% Add +0.8% 2,510 $289K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +4.4% 2,502 $288K
Payden & Rygel 0.02% No change 2,500 $288K
AlphaGrep UK Ltd 0.10% — 2,493 $287K
Coastal Bridge Advisors, LLC 0.02% Reduce -17.8% 2,488 $287K
Phoenix Wealth Advisors 0.11% Add +7.6% 2,488 $287K
Atlanta Consulting Group Advisors, LLC 0.07% Add +6.9% 2,487 $287K
Insight Advisors, LLC/ PA 0.04% No change 2,479 $286K
Optiver Holding B.V. 0.01% New 2,469 $285K
Associated Banc-Corp 0.01% Reduce -15.0% 2,467 $284K
Alliance Wealth Advisors, LLC 0.06% Reduce -23.6% 2,465 $284K
Bullseye Investment Management, LLC 0.15% Reduce -25.1% 2,463 $284K
Essential Partners LLC 0.09% Add +7.4% 2,459 $284K
Salomon & Ludwin, LLC 0.03% Add +4.3% 2,479 $283K
United Asset Strategies, Inc. 0.02% Reduce -8.8% 2,449 $282K
Boothbay Fund Management, LLC 0.01% Reduce -39.0% 2,437 $281K
Pure Financial Advisors, LLC 0.00% New 2,425 $280K
GGM Financial LLC 0.14% Add +0.8% 2,414 $278K
Cutler Investment Counsel LLC 0.03% No change 2,406 $277K
Badgley Phelps Wealth Managers, LLC 0.01% New 2,387 $275K
Financial Enhancement Group LLC 0.04% Add +0.4% 2,307 $274K
Affinity Capital Advisors, LLC 0.04% New 2,371 $273K
Neo Ivy Capital Management 0.04% New 2,370 $273K
Everett Harris & Co. 0.00% No change 2,369 $273K
Caldwell Sutter Capital, Inc. 0.12% Add +0.6% 2,368 $273K
Optimize Financial Inc. 0.14% Add +1.4% 2,367 $273K
Accel Wealth Management 0.07% Reduce -2.9% 2,361 $272K
Diversify Wealth Management, LLC 0.01% Add +15.4% 2,325 $271K
Quest Investment Management LLC 0.03% Reduce -4.2% 2,349 $271K
Tritonpoint Wealth, LLC 0.03% Reduce -36.4% 2,346 $270K
May Hill Capital, LLC 0.07% Add +2.9% 2,345 $270K
IVC Wealth Advisors LLC 0.12% Add +2.0% 2,338 $270K
Family Manage LLC 0.03% Add +8.0% 2,338 $270K
Ifrah Financial Services, Inc. 0.07% Reduce -2.6% 2,338 $270K
Pinnacle Bancorp, Inc. 0.08% No change 2,336 $269K
Capital Squared Financial LLC 0.21% Add +0.8% 2,328 $268K
MCF Advisors LLC 0.01% No change 2,325 $268K
Sage Mountain Advisors LLC 0.01% New 2,325 $268K
Investment Research Partners LLC 0.11% Reduce -0.9% 2,317 $267K
RiverFront Investment Group, LLC 0.00% Reduce -3.0% 2,316 $267K
Northstar Advisory Group, LLC 0.09% New 2,313 $267K
Townsend Asset Management Corp. /NC/ 0.09% Reduce -9.2% 2,307 $266K
Brian Low Financial Group, LLC 0.19% No change 2,305 $266K
Cornerstone Capital, Inc. 0.03% No change 2,300 $265K
Blue Fin Capital, Inc. 0.04% No change 2,298 $265K
Wealth Quarterback LLC 0.09% Add +0.5% 2,279 $263K
Sapient Capital LLC 0.00% Add +2.0% 2,251 $261K
Colonial Trust Co / SC 0.03% Reduce -36.1% 2,254 $260K
LiftPoint Family Wealth Advisors LLC 0.22% — 2,253 $260K
Atlas Wealth LLC 0.10% Add +5.3% 2,253 $260K
Cozad Asset Management Inc. 0.02% No change 2,253 $260K
Fidelis Capital Partners, LLC 0.02% Add +1.3% 2,251 $260K
Flatrock Wealth Partners LLC 0.12% — 2,251 $260K
New Perspectives, Inc 0.09% New 2,250 $259K
Journey Advisory Group, LLC 0.02% No change 2,244 $259K
Private Capital Advisors, Inc. 0.03% Add +0.0% 2,241 $258K
WASHINGTON TRUST Co 0.01% No change 2,240 $258K
Schmidt P J Investment Management Inc. 0.04% Add +1.0% 2,234 $258K
Foster & Motley Inc. 0.01% Add +2.3% 2,229 $257K
German American Bancorp, Inc. 0.02% No change 2,221 $256K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,110 $255K
Good Steward Wealth Advisors,LLC 0.17% Reduce -15.0% 2,209 $255K
WealthBridge Capital Management, LLC 0.06% Reduce -0.7% 2,201 $254K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 2,201 $254K
Trilogy Capital Inc. 0.01% Reduce -10.2% 2,200 $254K
Central Pacific Bank - Trust Division 0.03% Reduce -3.3% 2,200 $254K
Legacy Solutions, LLC 0.22% Add +3.8% 2,199 $254K
Verus Financial Partners, Inc. 0.02% Reduce -8.5% 2,147 $253K
Richardson Financial Services Inc. 0.08% Reduce -2.2% 2,194 $253K
Simplex Trading, LLC 0.01% Reduce -56.9% 2,189 $252K
SmartHarvest Portfolios, LLC 0.09% — 2,183 $252K
Meridian Financial Advisors, LLC 0.14% Add +0.2% 2,181 $251K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +4.1% 2,177 $251K
Waddell & Associates, LLC 0.02% Reduce -5.4% 2,169 $250K
Bravera Wealth 0.13% — 2,164 $250K
Resonant Capital Advisors, LLC 0.01% Add +3.5% 2,151 $248K
Magnolia Capital Management Ltd. 0.18% New 2,155 $248K
Certuity, LLC 0.02% Reduce -13.2% 2,149 $248K
DGS Capital Management, LLC 0.04% New 2,149 $248K
Hazlett, Burt & Watson, Inc. 0.08% Add +14.5% 2,139 $247K
Alta Advisers Ltd 0.09% Reduce -21.9% 2,139 $247K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,065 $247K
Greatmark Investment Partners, Inc. 0.03% New 2,138 $247K
Sunpointe, LLC 0.08% Reduce -14.8% 2,127 $245K
Tyche Wealth Partners LLC 0.04% Add +3.6% 2,123 $245K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.38% — 2,119 $244K
New Republic Capital, LLC 0.07% New 2,118 $244K
Park Place Capital Corp 0.05% Reduce -31.9% 2,118 $244K
Wayfinding Financial, LLC 0.10% Reduce -0.6% 2,118 $244K
Koss-Olinger Consulting, LLC 0.02% No change 2,112 $244K
Rockbridge Asset Management LLC 0.15% No change 2,116 $244K
Symphony Financial, Ltd. Co. 0.03% Reduce -36.5% 2,102 $244K
Dougherty & Associates, LLC 0.22% — 2,111 $243K
Catalyst Financial Partners LLC 0.03% Add +2.8% 2,111 $243K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $243K
LCM Capital Management Inc 0.12% Add +3.2% 2,105 $243K
Security Financial Services, INC. 0.04% Add +5.0% 2,103 $242K
Bluefin Capital Management, LLC 0.07% New 2,100 $242K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -6.2% 2,094 $241K
Bouchey Financial Group, Ltd. 0.02% Add +0.5% 2,078 $240K
Concord Wealth Partners 0.03% Add +154.6% 2,070 $239K
Freestone Capital Holdings, LLC 0.01% Reduce -20.9% 2,066 $238K
VSM Wealth Advisory, LLC 0.07% Add +0.2% 2,064 $238K
Fortitude Advisory Group L.L.C. 0.10% No change 2,062 $238K
North Star Asset Management Inc. 0.01% Reduce -9.2% 2,061 $238K
William Allan Corp 0.13% New 2,055 $237K
Truvestments Capital LLC 0.04% Reduce -2.7% 2,055 $237K
Avior Wealth Management, LLC 0.01% New 2,054 $237K
Azimuth Capital Investment Management LLC 0.01% No change 2,050 $236K
Glass Jacobson Investment Advisors llc 0.09% No change 2,049 $236K
Buck Wealth Strategies, LLC 0.03% Reduce -80.2% 2,044 $236K
Red Door Wealth Management, LLC 0.02% Add +0.1% 2,044 $236K
Thompson David Blair 0.13% — 2,042 $235K
Grove Bank & Trust 0.03% Add +8.5% 2,038 $235K
CVA Family Office, LLC 0.03% Reduce -6.0% 2,034 $235K
MTM Investment Management, LLC 0.07% Add +0.1% 2,034 $234K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.6% 2,029 $234K
Richwood Investment Advisors, LLC 0.17% Reduce -15.5% 1,933 $234K
Barnes Wealth Management Group, Inc 0.12% Add +0.6% 2,021 $233K
Oak Ridge Investments LLC 0.01% New 2,009 $232K
Marco Investment Management LLC 0.02% Reduce -2.8% 2,007 $231K
Fielder Capital Group LLC 0.05% Add +5.5% 2,002 $231K
Hartford Financial Management Inc. 0.06% No change 2,000 $231K
Aries Wealth Management 0.05% No change 2,000 $231K
Navellier & Associates Inc. 0.03% Reduce -59.3% 2,000 $231K
U S Global Investors Inc. 0.02% New 2,000 $231K
Caption Management, LLC 0.01% Reduce -41.2% 2,000 $231K
Evanson Asset Management, LLC 0.01% No change 1,995 $230K
Quantum Financial Advisors, LLC 0.03% Add +2.3% 1,994 $230K
SYM FINANCIAL Corp 0.02% Reduce -0.9% 1,994 $230K
Independence Bank of Kentucky 0.03% Add +1.1% 1,992 $230K
Pallas Capital Advisors LLC 0.01% Add +2.9% 1,983 $229K
Carson Advisory Inc. 0.12% No change 1,977 $228K
Valmark Advisers, Inc. 0.00% New 1,977 $228K
Heritage Trust Co 0.02% Reduce -73.3% 1,969 $227K
Manchester Capital Management LLC 0.03% Add +3.8% 1,958 $226K
Mosaic Family Wealth Partners, LLC 0.02% No change 1,947 $224K
Versant Capital Management, Inc 0.03% Add +10.1% 1,944 $224K
AA Financial Advisors, LLC 0.04% New 1,940 $224K
Occidental Asset Management, LLC 0.03% Add +5.7% 1,939 $224K
Inspirion Wealth Advisors, LLC 0.03% New 1,937 $223K
Indivisible Partners 0.02% — 1,935 $223K
Mayflower Financial Advisors, LLC 0.03% Add +1.8% 1,934 $223K
FLC Capital Advisors 0.04% No change 1,932 $223K
Seamount Financial Group Inc. 0.10% Add +1.4% 1,926 $222K
Dover Advisors, LLC 0.09% No change 1,925 $222K
Banco BTG Pactual S.A. 0.04% New 1,923 $222K
Balanced Wealth Group LLC 0.08% Add +0.4% 1,965 $222K
Rothschild Wealth LLC 0.02% New 1,911 $220K
Hills Bank & Trust Co 0.01% Add +9.2% 1,909 $220K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -0.2% 1,908 $220K
CMG Global Holdings, LLC 0.10% No change 1,830 $220K
Octavia Wealth Advisors, LLC 0.02% Reduce -49.7% 1,904 $220K
E Fund Management (Hong Kong) Co., Ltd. 0.07% Add +400.5% 1,852 $219K
LVM Capital Management Ltd. 0.02% No change 1,900 $219K
Robertson Stephens Wealth Management, LLC 0.01% New 1,898 $219K
Vista Capital Partners, Inc. 0.02% Add +2.5% 1,893 $218K
Astoria Portfolio Advisors LLC. 0.05% New 1,648 $218K
Ransom Advisory, Ltd 0.09% Add +4.6% 1,877 $216K
Thoroughbred Financial Services, LLC 0.01% Reduce -17.7% 1,879 $216K
Earned Wealth Advisors, LLC 0.02% Add +0.3% 1,873 $216K
Wealth Architects, LLC 0.02% Add +1.0% 1,865 $215K
Element Wealth, LLC 0.09% Add +0.4% 1,864 $215K
Burling Wealth Partners, LLC 0.03% Add +0.7% 1,863 $215K
Longboard Asset Management, LP 1.37% No change 1,862 $215K
Warner Group LLC 0.13% No change 1,859 $214K
NorthStar Asset Management LLC 0.10% New 1,855 $214K
tru Independence LLC 0.05% New 1,852 $214K
Oak Family Advisors, LLC 0.07% Reduce -7.5% 1,850 $213K
Traveka Wealth, LLC 0.09% New 1,849 $213K
Great Lakes Advisors, LLC 0.00% Add +2.8% 1,847 $213K
Titleist Asset Management, LLC 0.02% New 1,845 $213K
Northland Securities, Inc. 0.20% — 1,845 $213K
TCI Wealth Advisors, Inc. 0.01% Reduce -1.4% 1,833 $211K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,832 $211K
Biltmore Family Office, LLC 0.03% Reduce -25.3% 1,828 $211K
Perennial Investment Advisors, LLC 0.02% New 1,821 $210K
Gen-Wealth Partners Inc 0.07% Reduce -2.6% 1,818 $210K
SkyView Investment Advisors, LLC 0.03% Reduce -32.4% 1,815 $209K
GHP Investment Advisors, Inc. 0.01% Add +2.4% 1,811 $209K
Potentia Wealth 0.08% New 1,810 $209K
FAS Wealth Partners, Inc. 0.01% Add +0.3% 1,810 $209K
Sunflower Bank, N.A. 0.05% New 1,806 $208K
Horizon Investment Services, LLC 0.07% New 1,805 $208K
LeConte Wealth Management, LLC 0.14% New 1,804 $208K
A4 Wealth Advisors LLC 0.18% Reduce -34.8% 1,798 $207K
STAR Financial Bank 0.11% Reduce -3.5% 1,798 $207K
Integrity Alliance, Llc. 0.01% Reduce -21.5% 1,797 $207K
Childress Capital Advisors, LLC 0.03% Reduce -0.8% 1,797 $207K
Riverwater Partners LLC 0.08% Reduce -1.3% 1,795 $207K
Clark Capital Management Group, Inc. 0.00% New 1,789 $206K
Westside Investment Management, Inc. 0.03% Add +0.5% 1,787 $206K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 1,787 $206K
Drucker Wealth 3.0, LLC 0.04% New 1,786 $206K
Pacific Center for Financial Services 0.05% No change 1,825 $205K
Guardian Wealth Advisors, LLC / NC 0.01% No change 1,780 $205K
Canvas Wealth Advisors, LLC 0.03% New 1,779 $205K
PharVision Advisers, LLC 0.10% Reduce -39.7% 1,775 $205K
Pursuit Wealth Strategies, LLC 0.29% — 1,773 $204K
Plimoth Trust Co. LLC 0.05% New 1,769 $204K
D'Orazio & Associates, Inc. 0.03% New 1,763 $203K
Ridgeline Wealth, LLC 0.14% New 1,761 $203K
Optas, LLC 0.03% New 1,760 $203K
Novem Group 0.02% New 1,757 $203K
First American Trust, FSB 0.01% New 1,747 $201K
Hilton Head Capital Partners, LLC 0.12% — 1,744 $201K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -3.6% 1,748 $201K
Cohen Capital Management, Inc. 0.03% New 1,741 $201K
Smithfield Trust Co 0.01% Add +134.6% 1,729 $200K
Cromwell Holdings LLC 0.11% No change 1,731 $200K
Centaurus Financial, Inc. 0.01% Reduce -0.8% 1,709 $197K
Financial Consulate, Inc. 0.03% Add +0.6% 1,699 $196K
REAP Financial Group, LLC 0.04% Add +20.7% 1,689 $195K
Wellington Shields Capital Management, LLC 0.03% No change 1,680 $194K
Princeton Global Asset Management LLC 0.03% Add +12.2% 1,614 $186K
JNBA Financial Advisors 0.02% No change 1,609 $186K
Heritage Wealth Advisors 0.01% Add +6.4% 1,588 $183K
Montag A & Associates Inc. 0.01% Add +86.4% 1,519 $175K
CYBER HORNET ETFs LLC 0.10% Add +6.2% 1,497 $173K
Rosenberg Matthew Hamilton 0.04% Reduce -3.6% 1,470 $170K
South Plains Financial, Inc. 0.10% No change 1,464 $169K
Key Financial Inc 0.03% Add +6.7% 1,444 $167K
Avalon Trust Co 0.01% Reduce -17.3% 1,432 $165K
S.A. Mason LLC 0.07% No change 1,430 $165K
Virtus Investment Advisers, LLC 0.04% Reduce -12.0% 1,419 $164K
New Age Alpha Advisors, LLC 0.01% Reduce -5.7% 1,415 $163K
Keating Financial Advisory Services, Inc. 0.02% — 1,413 $163K
LFA - Lugano Financial Advisors SA 0.08% No change 1,412 $163K
Tsfg, LLC 0.02% Add +0.1% 1,386 $160K
Harbor Capital Advisors, Inc. 0.01% Add +489.8% 1,386 $160K
Private Wealth Asset Management, LLC 0.02% No change 1,385 $160K
Cohen & Steers, Inc. 0.00% No change 1,375 $159K
Dakota Community Bank & Trust NA 0.54% Add +3.5% 1,366 $158K
ESL Trust Services, LLC 0.03% No change 1,353 $156K
SJS Investment Consulting Inc. 0.02% Add +5.3% 1,324 $153K
Nemes Rush Group LLC 0.01% Add +16.4% 1,312 $151K
Sentry Investment Management LLC 0.10% No change 1,312 $151K
Nvest Wealth Strategies, Inc. 0.11% — 1,308 $151K
Rowlandmiller & Partners.adv 0.03% Add +8.3% 1,308 $151K
Bayforest Capital Ltd 0.11% Reduce -48.3% 1,306 $151K
Intellus Advisors LLC 0.02% New 1,305 $150K
Security National Bank 0.02% No change 1,267 $146K
Catalyst Capital Advisors LLC 0.00% Add +11.5% 1,267 $146K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,261 $145K
Tompkins Financial Corp. 0.01% Add +13.5% 1,261 $145K
CrossGen Wealth, LLC 0.13% — 1,250 $144K
Evelyn Partners Asset Management Ltd 0.03% No change 1,250 $144K
Blume Capital Management, Inc. 0.03% Reduce -7.4% 1,250 $144K
Commonwealth Retirement Investments LLC 0.05% New 1,248 $144K
ORG Partners LLC 0.03% Add +1.1% 1,242 $143K
Acima Private Wealth, LLC 0.04% No change 1,224 $141K
NFSG Corp 0.02% Add +74.1% 1,217 $140K
Chelsea Counsel Co. 0.06% Add +5.2% 1,205 $139K
Olistico Wealth, LLC 0.07% New 1,183 $136K
1620 Investment Advisors, Inc. 0.09% No change 1,181 $136K
Gilpin Wealth Management, LLC 0.11% — 1,151 $133K
Crewe Advisors LLC 0.01% Add +1.5% 1,142 $132K
Frazier Financial Advisors, LLC 0.08% Add +491.7% 1,136 $131K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -31.9% 1,117 $129K
Cape Investment Advisory, Inc. 0.04% Add +706.6% 1,097 $127K
TCTC Holdings, LLC 0.00% No change 1,051 $121K
Perkins Coie Trust Co 0.02% No change 1,040 $120K
Dunhill Financial, LLC 0.04% Add +65.2% 1,029 $119K
Alphadyne Asset Management LP 0.01% New 1,026 $118K
Old Second National Bank of Aurora 0.02% Reduce -4.7% 1,020 $118K
Oakworth Capital, Inc. 0.01% No change 1,018 $117K
Hughes Financial Services, LLC 0.02% Add +0.3% 1,009 $116K
Vision Retirement, LLC 0.03% — 1,005 $116K
SRH Advisors, LLC 0.03% No change 1,000 $115K
Trifecta Capital Advisors, LLC 0.02% Reduce -1.0% 1,000 $115K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +144.6% 998 $115K
LGT Financial Advisors LLC 0.70% Add +0.6% 997 $115K
Resources Management Corp. /CT/ 0.01% No change 978 $113K
TFC Financial Management, Inc. 0.01% Add +89.8% 951 $110K
Duncker Streett & Co. Inc. 0.02% No change 941 $109K
Avanza Fonder AB 0.00% New 940 $108K
Asset Planning,Inc 0.08% Reduce -99.9% 115 $108K
Guinness Asset Management LTD 0.00% New 930 $108K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +516.7% 925 $107K
Stephens Consulting, LLC 0.03% No change 891 $103K
Lloyd Advisory Services, LLC. 0.04% New 889 $102K
Towne Trust Company, N.A 0.03% Add +10.5% 884 $102K
Signature Equity Partners, LLC 0.06% — 875 $101K
Wellington Shields & Co., LLC 0.02% No change 850 $98K
Coastline Trust Co 0.01% Reduce -36.2% 846 $98K
Financial Freedom, LLC 0.05% No change 846 $98K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.6% 841 $97K
Deseret Mutual Benefit Administrators 0.04% Reduce -6.0% 839 $97K
Vermillion & White Wealth Management Group, LLC 0.05% No change 1,018 $96K
Sittner & Nelson, LLC 0.03% No change 794 $96K
GPS Wealth Strategies Group, LLC 0.08% Reduce -65.3% 831 $96K
Harbor Investment Advisory, LLC 0.01% No change 831 $96K
Crews Bank & Trust 0.01% No change 813 $94K
Capital Advisors, Ltd. LLC 0.01% No change 804 $93K
First Command Advisory Services, Inc. 0.00% Add +1.8% 795 $92K
Basecamp Wealth Advisors LLC 0.02% — 787 $91K
Loomis Sayles & Co. L P 0.00% Add +4.1% 780 $90K
Y.D. More Investments Ltd 0.00% Reduce -29.6% 777 $90K
CNB Bank 0.04% Reduce -8.9% 771 $89K
First United Bank & Trust 0.03% No change 758 $87K
Rossby Financial, LCC 0.03% No change 755 $87K
Monetary Solutions, Ltd 0.09% — 750 $86K
DV Equities, LLC 0.02% — 743 $86K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 740 $85K
Valley National Advisers Inc. 0.01% Add +0.1% 741 $85K
SHP Wealth Management 0.01% — 728 $84K
Cornerstone Planning Group LLC 0.01% Reduce -2.3% 682 $81K
SBI Securities Co., Ltd. 0.00% Add +10.9% 701 $81K
Hurley Capital, LLC 0.05% No change 700 $81K
Fiduciary Advisors, Inc. 0.06% No change 687 $79K
Bangor Savings Bank 0.01% Add +5.9% 650 $75K
Root Financial Partners, LLC 0.00% Add +14.9% 638 $74K
Graney & King, LLC 0.04% No change 634 $73K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 632 $73K
Chesapeake Asset Management LLC 0.06% New 630 $73K
Aventura Private Wealth, LLC 0.03% Add +0.8% 623 $72K
Twin Tree Management, LP 0.01% New 623 $72K
Bayban 0.06% — 619 $71K
Mascoma Wealth Management LLC 0.02% Reduce -4.4% 611 $70K
DT Investment Partners, LLC 0.01% No change 593 $68K
Beaird Harris Wealth Management, LLC 0.00% Add +63.1% 584 $67K
Barrett & Company, Inc. 0.02% Add +0.2% 584 $67K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -89.3% 583 $67K
Walleye Capital LLC 0.00% Add +52.9% 581 $67K
Provenance Wealth Advisors, LLC 0.01% No change 580 $67K
Horizon Bancorp Inc. 0.03% No change 576 $66K
IFS Advisors, LLC 0.03% No change 571 $66K
Laurel Wealth Advisors LLC 0.01% New 563 $65K
Corsicana & Co. 0.04% No change 555 $64K
Sound Income Strategies, LLC 0.00% Add +357.8% 531 $64K
Blueline Advisors LLC 0.05% — 550 $63K
Smallwood Wealth Investment Management, LLC 0.03% No change 550 $63K
CDKV Holdings LLC 0.05% — 540 $62K
Operose Advisors LLC 0.01% No change 540 $62K
Winthrop Capital Management, LLC 0.01% New 513 $59K
McMillan Office, Inc. 0.01% — 511 $59K
American National Bank & Trust 0.01% No change 507 $58K
Financial Avengers, Inc. 0.02% Reduce -9.0% 505 $58K
Hoese & Co LLP 0.04% No change 500 $58K
Piscataqua Savings Bank 0.04% No change 500 $58K
MidFirst Bank 0.00% — 2,344 $57K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% — 493 $57K
Byrne Asset Management LLC 0.03% No change 490 $57K
GW&K Investment Management, LLC 0.00% Add +11.2% 487 $56K
Adirondack Trust Co. 0.02% No change 473 $55K
Ostrum Asset Management 0.00% Reduce -25.1% 472 $54K
Reyes Financial Architecture, Inc. 0.03% No change 463 $53K
Boyd Watterson Asset Management LLC 0.02% No change 460 $53K
Hoey Investments, Inc. 0.01% No change 460 $53K
Centiva Capital, LP 0.00% New 459 $53K
S&T Bank 0.02% No change 449 $52K
Silvant Capital Management LLC 0.00% No change 439 $51K
Pin Oak Investment Advisors Inc. 0.03% Reduce -20.3% 405 $49K
Avion Wealth 0.01% Reduce -5.1% 429 $49K
Nvwm, LLC 0.01% Add +1.2% 423 $49K
Steigerwald, Gordon & Koch Inc. 0.00% No change 416 $48K
Evermay Wealth Management LLC 0.01% No change 410 $47K
Birchbrook, Inc. 0.02% No change 408 $47K
Flagship Wealth Advisors, LLC 0.01% No change 402 $46K
Asset Dedication, LLC 0.00% No change 395 $46K
Pingora Partners LLC 0.03% No change 385 $44K
Morse Asset Management, Inc 0.01% No change 384 $44K
MV Capital Management, Inc. 0.00% No change 377 $43K
TD Capital Management LLC 0.00% Add +0.8% 376 $43K
Covestor Ltd 0.02% Reduce -7.6% 376 $43K
Quest 10 Wealth Builders, Inc. 0.04% Add +223.7% 369 $43K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -97.1% 365 $42K
LRI Investments, LLC 0.00% Reduce -41.4% 365 $42K
Jessup Wealth Management, Inc 0.01% New 365 $42K
Fourth Dimension Wealth, LLC 0.02% Add +16.8% 361 $42K
Godfrey Financial Associates, Inc. 0.04% — 358 $41K
Transamerica Financial Advisors, LLC 0.00% Add +35.8% 353 $41K
Midwest Capital Advisors, LLC 0.02% Add +76.9% 345 $40K
New Millennium Group LLC 0.02% Reduce -0.9% 340 $39K
Wealth Watch Advisors, INC 0.01% Reduce -4.1% 329 $38K
Atlas Capital Advisors Inc. 0.00% — 327 $38K
Bullock Wealth Management Group 0.02% — 325 $37K
Advocate Investing Services LLC 0.03% — 321 $37K
Safe Harbor Fiduciary, LLC 0.03% — 320 $37K
Aventus Investment Advisors, Inc. 0.03% No change 320 $37K
Cedar Mountain Advisors, LLC 0.01% Add +0.6% 318 $37K
GoalVest Advisory LLC 0.01% No change 313 $36K
Prosperity Bancshares Inc 0.03% — 309 $36K
Webster Bank, N. A. 0.00% Add +22.4% 306 $35K
True Wealth Design, LLC 0.01% Reduce -30.8% 304 $35K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 300 $35K
Canton Hathaway, LLC 0.01% No change 300 $35K
Nalls Sherbakoff Group, LLC 0.02% Add +837.5% 300 $35K
High Note Wealth, LLC 0.01% Reduce -14.3% 294 $34K
Burkett Financial Services, LLC 0.01% Add +0.3% 286 $33K
Missouri Trust & Investment Co 0.01% No change 280 $32K
Beacon Financial Strategies CORP 0.02% New 275 $32K
O'Domhnaill Enterprises, Inc. 0.03% — 273 $31K
Trust Co 0.00% New 267 $31K
First Community Trust NA 0.02% No change 266 $31K
Wellington-Altus USA Inc. 0.02% — 260 $30K
Measured Wealth Private Client Group, LLC 0.01% No change 259 $30K
Ares Financial Consulting, LLC 0.03% — 257 $30K
Paladin Partners, LLC 0.02% — 252 $29K
HHM Wealth Advisors, LLC 0.00% No change 249 $29K
IMA Advisory Services, Inc. 0.00% Add +25.1% 249 $29K
Glen Eagle Advisors, LLC 0.00% No change 244 $28K
Basepoint Wealth LLC 0.02% New 238 $27K
Highline Wealth Partners LLC 0.01% Add +12.3% 238 $27K
Acumen Wealth Advisors, LLC 0.01% — 236 $27K
BankPlus Trust Department 0.01% No change 236 $27K
Dogwood Wealth Management LLC 0.01% Add +3.1% 235 $27K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -11.1% 240 $27K
Legacy Wealth Managment, LLC 0.01% Add +200.0% 231 $27K
Union Savings Bank 0.01% — 230 $27K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 225 $26K
Optima Capital LLC 0.01% New 224 $26K
Imprint Wealth LLC 0.12% Reduce -27.6% 223 $26K
Sarver Vrooman Wealth Advisors 0.02% Reduce -2.6% 223 $26K
Rakuten Securities, Inc. 0.01% Add +7300.0% 222 $26K
Activest Wealth Management 0.00% Add +72.2% 217 $25K
Bell Investment Advisors, Inc 0.00% Add +38.6% 212 $24K
Kemnay Advisory Services Inc. 0.00% New 211 $24K
Bank of New Hampshire 0.01% No change 205 $24K
Adkins Seale Capital Management LLC 0.02% — 203 $23K
Evolution Wealth Management Inc. 0.02% Add +73.3% 201 $23K
Lavaca Capital LLC 0.00% No change 200 $23K
Physician Wealth Advisors, Inc. 0.00% Add +19.8% 194 $22K
Bruce G. Allen Investments, LLC 0.01% No change 191 $22K
Eq Wealth Advisors, LLC 0.01% New 191 $22K
Prestige Wealth Management Group LLC 0.00% No change 184 $21K
Fairscale Capital, LLC 0.01% No change 183 $21K
Turning Point Benefit Group, Inc. 0.01% New 183 $21K
Ankerstar Wealth, LLC 0.02% — 180 $21K
Washington Trust Advisors, Inc. 0.00% No change 180 $21K
Banque Transatlantique SA 0.00% No change 180 $21K
Tradewinds Capital Management, LLC 0.00% No change 176 $20K
Advantage Trust Co 0.01% Reduce -36.4% 175 $20K
Founders Capital Management 0.01% No change 173 $20K
Financial Management Professionals, Inc. 0.00% Add +21.0% 167 $19K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% New 164 $19K
WealthCollab, LLC 0.01% Add +60.4% 162 $19K
Hara Capital LLC 0.01% No change 150 $17K
Rialto Wealth Management, LLC 0.00% No change 143 $16K
Estate Planners Group, LLC 0.01% — 138 $16K
Spurstone Advisory Services, LLC 0.25% No change 138 $16K
Lodestone Wealth Management LLC 0.01% New 137 $16K
Financial Perspectives, Inc 0.00% No change 137 $16K
Triumph Capital Management 0.00% New 134 $15K
WPG Advisers, LLC 0.01% No change 129 $15K
Valued Wealth Advisors LLC 0.01% Add +5.7% 129 $15K
Front Row Advisors LLC 0.00% No change 125 $14K
Fortis Group Advisors, LLC 0.00% No change 125 $14K
WFA of San Diego, LLC 0.01% No change 120 $14K
Quarry LP 0.00% Reduce -96.0% 120 $14K
Retirement Wealth Solutions LLC 0.01% No change 119 $14K
CBIZ Investment Advisory Services, LLC 0.00% Add +52.6% 116 $13K
Howard Hughes Medical Institute 0.01% No change 115 $13K
Anfield Capital Management, LLC 0.00% Add +111.3% 112 $13K
Greenline Wealth Management LLC 0.01% — 112 $13K
Financial Network Wealth Advisors LLC 0.01% No change 109 $13K
J.Safra Asset Management Corp 0.00% New 105 $12K
Roble, Belko & Company, Inc 0.00% No change 100 $12K
Richard W. Paul & Associates, LLC 0.00% Reduce -29.3% 104 $12K
Roxbury Financial LLC 0.01% No change 102 $12K
Thompson Investment Management, Inc. 0.00% No change 102 $12K
Ascentis Wealth Management, LLC 0.00% No change 100 $12K
Birchwood Financial Partners, Inc. 0.01% — 101 $12K
Vermillion Wealth Management, Inc. 0.00% No change 101 $12K
Holos Integrated Wealth LLC 0.01% No change 100 $12K
Caitlin John, LLC 0.01% New 100 $12K
Sachetta, LLC 0.01% No change 100 $12K
Hager Investment Management Services, LLC 0.01% No change 100 $12K
Kentucky Trust Co 0.01% No change 100 $12K
SWAN Capital LLC 0.00% No change 100 $12K
Prudent Man Investment Management, Inc. 0.00% No change 100 $12K
Costello Asset Management, INC 0.00% No change 100 $12K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $12K
Estabrook Capital Management 0.00% No change 100 $12K
Strive Financial Group ,LLC 0.01% — 96 $11K
Coston, McIsaac & Partners 0.00% No change 100 $11K
Clayton Financial Group LLC 0.01% New 93 $11K
Fortitude Family Office, LLC 0.00% Reduce -24.8% 91 $10K
Elevation Wealth Partners, LLC 0.00% Add +36.9% 89 $10K
Guinness Atkinson Asset Management Inc 0.00% New 88 $10K
IFC & Insurance Marketing, Inc. 0.01% — 84 $10K
New England Capital Financial Advisors LLC 0.00% No change 86 $10K
Alerus Financial NA 0.00% No change 86 $10K
General Partner, Inc. 0.01% No change 85 $10K
Clark Wealth Partners 0.01% No change 83 $10K
Clearstead Trust, LLC 0.00% No change 82 $9K
Aspect Partners, LLC 0.00% Reduce -57.1% 82 $9K
Davidson Capital Management Inc. 0.00% Add +0.0% 80 $9K
Vision Financial Markets LLC 0.01% Add +1.3% 80 $9K
Kozak & Associates, Inc. 0.00% No change 77 $9K
Westfuller Advisors, LLC 0.00% Add +1.3% 78 $9K
Legacy Bridge, LLC 0.00% New 75 $9K
1248 Management, LLC 0.00% No change 75 $9K
NBT Bank, N.A. 0.00% No change 75 $9K
IMG Wealth Management, Inc. 0.01% Add +135.5% 73 $8K
Riverview Trust Co 0.01% No change 72 $8K
Tucker Asset Management LLC 0.00% New 72 $8K
Garton & Associates Financial Advisors LLC 0.00% — 69 $8K
Wilkerson Advisory Group LLC 0.00% — 68 $8K
Wolff Wiese Magana LLC 0.00% No change 67 $8K
Red Tortoise LLC 0.00% No change 67 $8K
Cresta Advisors, Ltd. 0.00% New 66 $8K
Clean Yield Group 0.00% No change 66 $8K
Barnes Dennig Private Wealth Management LLC 0.01% New 65 $7K
Wealth Preservation Advisors, LLC 0.00% Add +25.5% 64 $7K
Cedar Wealth Management, LLC 0.00% No change 63 $7K
McGuire Capital Advisors Inc. 0.00% — 63 $7K
Bare Financial Services, Inc 0.00% Add +17.0% 62 $7K
Kilter Group LLC 0.00% Add +22.0% 61 $7K
CGC Financial Services, LLC 0.00% No change 61 $7K
1 North Wealth Services LLC 0.00% No change 60 $7K
Abound Wealth Management 0.00% Reduce -35.9% 59 $7K
POM Investment Strategies, LLC 0.00% New 59 $7K
Sankala Group LLC 0.01% — 50 $7K
Arlington Trust Co LLC 0.00% New 57 $7K
Solstein Capital, LLC 0.00% No change 56 $6K
Investors Research Corp 0.00% No change 56 $6K
Scarborough Advisors, LLC 0.00% No change 55 $6K
Raffa Wealth Management, LLC 0.00% Add +96.4% 55 $6K
Access Investment Management LLC 0.00% No change 56 $6K
Stone House Investment Management, LLC 0.00% Add +5.9% 54 $6K
Millstone Evans Group, LLC 0.00% No change 53 $6K
Ulland Investment Advisors, LLC 0.00% No change 50 $6K
Motiv8 Investments LLC 0.00% New 55 $6K
Cornerstone Financial Management LLC 0.01% — 51 $6K
Marquette Asset Management, LLC 0.00% No change 51 $6K
Curat Global, LLC 0.01% No change 50 $6K
Align Financial, LLC 0.00% — 5,766 $6K
West Branch Capital LLC 0.00% No change 50 $6K
Manning & Napier Advisors LLC 0.00% New 46 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +51.7% 44 $5K
Penserra Capital Management LLC 0.00% No change 45 $5K
Affinity Wealth LLC 0.00% Reduce -95.8% 43 $5K
Private Wealth Management Group, LLC 0.00% Reduce -6.7% 42 $5K
Center for Financial Planning, Inc. 0.00% New 41 $5K
Comprehensive Financial Planning, Inc. 0.00% New 41 $5K
Camelot Portfolios, LLC 0.00% New 40 $5K
Principia Wealth Advisory, LLC 0.00% Add +21.9% 39 $4K
Winnacle Wealth LLC 0.00% Add +123.5% 38 $4K
Torren Management, LLC 0.00% — 38 $4K
Global Wealth Strategies & Associates 0.00% No change 36 $4K
Mb, Levis & Associates, LLC 0.00% Add +2.9% 36 $4K
Chilton Capital Management LLC 0.00% New 32 $4K
Strategic Advocates LLC 0.00% No change 31 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $4K
Medallion Wealth Advisors, LLC 0.00% No change 30 $3K
Proathlete Wealth Management LLC 0.00% New 27 $3K
DecisionPoint Financial, LLC 0.00% Add +212.5% 25 $3K
Foster Dykema Cabot & Partners, LLC 0.00% Add +56.3% 25 $3K
Hollencrest Capital Management 0.00% No change 24 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $3K
WestEnd Advisors, LLC 0.00% Reduce -8.0% 23 $3K
N.E.W. Advisory Services LLC 0.00% New 19 $2K
Investors Portfolio Services LLC 0.00% — 19 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Osbon Capital Management LLC 0.00% — 16 $2K
Toth Financial Advisory Corp. 0.00% Reduce -11.1% 16 $2K
Meramec Financial Planners, LLC 0.00% — 15 $2K
Nova Wealth Management, Inc. 0.00% No change 14 $2K
American Capital Advisory, LLC 0.00% Add +30.0% 13 $2K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 13 $1K
Benson Wealth Management INC 0.00% — 12 $1K
1015 Capital Partners, LLC 0.00% — 11 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $1K
HFM Investment Advisors, LLC 0.00% No change 10 $1K
Quaker Wealth Management, LLC 0.00% Add +14.3% 8 $923
Quattro Advisors LLC 0.00% — 8 $922
Davis Capital Management 0.00% Reduce -11.1% 8 $922
Strengthening Families & Communities, LLC 0.00% Reduce -84.8% 7 $807
Atlantic Private Wealth, LLC 0.00% New 5 $581
NorthAvenue LLC 0.00% — 5 $577
Sunrise Financial Services, LLC 0.00% — 5 $577
Signature Resources Capital Management, LLC 0.00% New 5 $577
Luken Investment Analytics, LLC 0.00% New 5 $577
Breakwater Investment Management 0.00% No change 5 $577
Key Capital Management, INC 0.00% — 4 $461
Darwin Wealth Management, LLC 0.00% New 4 $461
Redwood Park Advisors LLC 0.00% No change 3 $346
Arcadia Investment Management Corp. 0.00% New 3 $346
Inspire Investing, LLC 0.00% New 2 $266
Murphy & Mullick Capital Management Corp 0.00% New 1 $115

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