American Electric PowerAEP

13F holders, Q1 2026 (March 31)
1,939holders +78
194new positions
118sold out
10famous investors
$130.71avg. 13F price*

At the end of Q1 2026, 1,939 institutions reported holding American Electric Power (AEP) in their 13F filings, up 78 from Q4 2025. 194 opened new positions and 118 sold out. The largest holders were BlackRock, Inc. ($6.3B), Vanguard Capital Management LLC ($4.6B) and State Street Corp. ($4.0B). 10 famous investors held it, including Carl Icahn (1.8% of Icahn Capital's portfolio), Israel Englander (0.4% of Millennium Management's portfolio) and Steve Cohen (0.2% of Point72 Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions194$546.1M
Exits118$171.7M

All 13F filers, Q4 2025 → Q1 2026: 27,331,762 shares bought and 26,733,666 shares sold, net +598,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,939 holders

BlackRock, Inc. 0.11% Add +3.3% 47,797,729 $6.3B
Vanguard Capital Management LLC 0.11% — 35,138,422 $4.6B
State Street Corp. 0.14% Reduce -0.5% 30,288,136 $4.0B
Invesco Ltd. 0.24% Reduce -3.2% 19,053,297 $2.5B
Vanguard Portfolio Management LLC 0.11% — 15,608,556 $2.0B
GQG Partners LLC 3.12% Reduce -11.1% 15,025,884 $2.0B
Morgan Stanley 0.11% Reduce -1.2% 14,486,169 $1.9B
Geode Capital Management, LLC 0.12% Add +2.9% 14,222,791 $1.9B
Wellington Management Group LLP 0.32% Reduce -10.1% 13,156,392 $1.7B
Barclays PLC 0.49% Reduce -2.4% 10,367,590 $1.4B
Ameriprise Financial Inc. 0.28% Add +12.6% 9,070,376 $1.2B
Dodge & Cox 0.63% Reduce -6.5% 8,739,835 $1.1B
FMR LLC 0.04% Add +23.9% 6,079,338 $796.9M
Royal Bank of Canada 0.15% Reduce -6.9% 5,998,367 $786.3M
Nuveen, LLC 0.21% Add +3.8% 5,994,316 $785.7M
Bank of America Corp. 0.05% Reduce -12.6% 5,162,502 $676.7M
Goldman Sachs Group Inc. 0.09% Add +27.5% 5,151,392 $675.2M
Legal & General Group Plc 0.14% Reduce -3.9% 4,776,043 $626.0M
Northern Trust Corp. 0.08% Reduce -0.0% 4,672,492 $612.5M
Alliancebernstein L.P. 0.20% Reduce -3.5% 5,283,217 $609.2M
Allspring Global Investments Holdings, LLC 0.99% Reduce -2.7% 4,492,979 $591.6M
Massachusetts Financial Services Co. 0.20% Reduce -0.3% 4,493,458 $591.4M
Millennium Management 0.43% Add +200.4% 4,151,358 $544.2M
Wells Fargo & Company 0.10% Reduce -5.4% 3,940,226 $516.5M
Bank of New York Mellon Corp 0.09% Reduce -1.1% 3,605,021 $472.5M
Charles Schwab Investment Management Inc. 0.07% Add +3.1% 3,511,986 $460.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +5.3% 3,050,795 $399.9M
Vanguard Fiduciary Trust Co. 0.10% — 3,044,696 $399.1M
Envestnet Asset Management Inc. 0.10% Reduce -7.2% 2,989,056 $391.8M
Citigroup Inc. 0.25% Reduce -4.7% 2,958,570 $387.8M
Victory Capital Management Inc. 0.25% Reduce -53.4% 2,941,785 $385.6M
Amundi 0.09% Add +5.0% 2,541,047 $333.1M
Deutsche Bank AG 0.11% Add +54.1% 2,431,662 $318.7M
Raymond James Financial Inc. 0.10% Reduce -16.4% 2,414,441 $316.5M
Janus Henderson Group PLC 0.14% Add +8776.8% 2,219,198 $290.9M
Mitsubishi UFJ Trust & Banking Corp 0.68% Add +0.2% 2,101,358 $275.4M
Bank of Montreal 0.11% Reduce -3.2% 1,989,701 $260.8M
HighTower Advisors, LLC 0.28% Add +0.3% 1,982,456 $259.9M
National Pension Service 0.19% Add +0.3% 1,949,424 $255.5M
TD Asset Management Inc 0.21% Add +312.1% 1,931,327 $253.2M
UBS Group AG 0.04% Reduce -14.5% 1,922,999 $252.1M
ANTIPODES PARTNERS Ltd 4.57% Reduce -1.0% 1,810,086 $237.3M
Dimensional Fund Advisors LP 0.05% Add +1.7% 1,793,510 $235.1M
Pictet Asset Management Holding SA 0.23% Add +43.7% 1,688,208 $221.3M
Bessemer Group Inc. 0.34% Add +0.6% 1,661,844 $217.8M
JPMorgan Chase & Co. 0.01% Reduce -33.1% 1,609,151 $211.0M
Swiss National Bank 0.12% Add +7.0% 1,567,500 $205.5M
AQR Capital Management 0.09% Reduce -26.1% 1,565,748 $205.2M
Capital Research Global Investors 0.03% Add +0.6% 1,491,127 $195.5M
First Trust Advisors LP 0.14% Reduce -15.2% 1,488,974 $195.2M
Franklin Resources Inc. 0.05% Add +3.8% 1,426,874 $187.0M
Sei Investments Co. 0.17% Add +39.9% 1,411,734 $185.1M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -4.1% 1,366,768 $179.2M
Russell Investments Group, Ltd. 0.19% Add +5.8% 1,349,915 $176.9M
Mawer Investment Management Ltd. 1.13% Add +36.6% 1,334,492 $174.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +8.4% 1,264,916 $165.8M
Manufacturers Life Insurance Company, The 0.14% Add +8.9% 1,206,666 $158.2M
California Public Employees Retirement System 0.10% Reduce -35.5% 1,205,330 $158.0M
Icahn Capital 1.85% No change 1,205,300 $158.0M
Prudential Financial Inc. 0.19% Add +3.0% 1,190,230 $156.0M
1832 Asset Management L.P. 0.21% Add +2195.5% 1,183,459 $155.1M
Vanguard Global Advisers, LLC 0.08% — 1,180,444 $154.7M
Huntington National Bank 1.14% Add +0.8% 1,176,671 $154.2M
Chevy Chase Trust Holdings, LLC 0.44% Reduce -0.9% 1,172,529 $153.7M
Johnson Investment Counsel Inc. 1.24% Reduce -0.3% 1,166,421 $152.9M
Assenagon Asset Management S.A. 0.24% Reduce -41.7% 1,142,050 $149.7M
Soroban Capital Partners LP 1.06% Reduce -55.9% 1,131,523 $148.3M
LPL Financial LLC 0.04% Reduce -14.4% 1,088,754 $142.7M
Crawford Investment Counsel Inc. 2.27% Reduce -1.4% 1,013,300 $132.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.11% — 1,008,972 $132.3M
Stifel Financial Corp. 0.12% Reduce -0.4% 1,004,345 $131.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.64% Reduce -10.0% 950,691 $124.6M
Energy Income Partners, LLC 1.92% Add +14.8% 910,078 $119.3M
Ferguson Wellman Capital Management, Inc. 1.61% Add +1.6% 901,052 $118.1M
Epoch Investment Partners, Inc. 0.71% Reduce -0.2% 899,618 $117.9M
HSBC Holdings PLC 0.07% Reduce -16.6% 885,737 $116.1M
Empower Advisory Group, LLC 0.30% Add +5.5% 867,624 $113.7M
Rhumbline Advisers 0.10% Reduce -1.5% 861,402 $112.9M
Zacks Investment Management 0.83% Add +0.1% 791,132 $103.7M
BNP Paribas Financial Markets 0.07% Reduce -16.0% 785,707 $103.0M
ProShare Advisors LLC 0.15% Reduce -17.4% 772,395 $101.2M
T. Rowe Price Associates Inc. 0.01% Reduce -1.5% 767,254 $100.6M
Duff & Phelps Investment Management Co. 1.04% No change 762,162 $99.9M
CBRE Investment Management Listed Real Assets LLC 1.46% New 751,551 $98.5M
Adage Capital Partners Gp, L.L.C. 0.15% New 729,506 $95.6M
Captrust Financial Advisors 0.17% Add +594.4% 721,324 $94.6M
Commerce Bank 0.45% Add +3.8% 715,376 $93.8M
Lazard Asset Management LLC 0.15% Add +81.9% 707,010 $92.7M
Principal Financial Group Inc. 0.05% Reduce -0.1% 673,149 $88.2M
M&T Bank Corp 0.29% Reduce -1.4% 672,394 $88.1M
First Financial Bankshares Inc 1.73% Add +0.9% 652,133 $85.5M
Baird Financial Group, Inc. 0.13% Reduce -1.6% 641,112 $84.0M
Point72 Asset Management 0.15% New 632,175 $82.9M
California State Teachers Retirement System 0.09% Reduce -3.1% 618,151 $81.0M
Neuberger Berman Group LLC 0.06% Reduce -0.2% 603,766 $79.3M
Gabelli Funds LLC 0.53% Reduce -1.6% 591,850 $77.6M
Eurizon Capital SGR S.p.A. 0.23% Add +1040.5% 557,589 $73.2M
Nomura Asset Management International Inc. 0.12% Reduce -36.2% 547,460 $71.8M
STRS Ohio 0.27% Reduce -5.4% 523,170 $68.6M
Vanguard Investments Australia, Ltd. 0.20% — 519,265 $68.1M
New York State Common Retirement Fund 0.09% Add +1.4% 516,687 $67.7M
Federated Hermes, Inc. 0.11% Reduce -82.0% 507,057 $66.5M
Mariner, LLC 0.08% Reduce -4.8% 505,319 $66.2M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +157.4% 502,641 $65.9M
Nomura Asset Management Co. Ltd. 0.17% Add +100.6% 502,564 $65.9M
Jennison Associates LLC 0.04% Reduce -2.1% 493,085 $64.6M
Natixis Advisors, LLC 0.09% Add +7.3% 488,551 $64.0M
Vaughan David Investments LLC 1.33% Add +1.1% 481,323 $63.1M
PNC Financial Services Group, Inc. 0.04% Reduce -1.0% 476,908 $62.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +7.3% 476,511 $62.5M
State Board of Administration of Florida Retirement System 0.12% Reduce -0.5% 471,275 $61.8M
New York State Teachers Retirement System 0.12% Reduce -3.2% 459,125 $60.2M
Commerzbank Aktiengesellschaft 1.23% Add +1039.7% 448,255 $58.8M
Mackenzie Financial Corp. 0.07% Add +4.1% 440,856 $57.8M
Korea Investment CORP 0.12% Add +13.1% 440,337 $57.7M
Bollard Group LLC 1.69% Add +7.0% 421,308 $55.2M
CIBC Bancorp USA Inc. 0.07% — 412,443 $54.1M
Fifth Third Bancorp 0.10% Add +65.3% 412,400 $54.1M
Eastern Bank 0.91% Add +4.0% 405,855 $53.2M
Magellan Asset Management Ltd 0.69% Add +18.6% 403,001 $52.8M
Scotia Capital Inc. 0.22% Add +4.1% 400,001 $52.4M
Creative Planning 0.04% Add +11.9% 399,995 $52.4M
ZWJ Investment Counsel Inc. 1.86% Add +1.3% 394,316 $51.7M
Nexus Investment Management ULC 7.22% Add +0.2% 393,684 $51.6M
Acadian Asset Management LLC 0.07% Reduce -31.5% 392,679 $51.5M
Qube Research & Technologies Ltd 0.07% Reduce -28.2% 386,863 $50.7M
Allianz Asset Management GmbH 0.06% Add +16.7% 385,370 $50.5M
Capital Fund Management S.A. 0.45% Add +16.8% 383,428 $50.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +28.8% 377,508 $49.5M
Welch Group, LLC 1.85% Add +15.8% 376,452 $49.3M
Gateway Investment Advisers LLC 0.55% Add +0.6% 375,472 $49.2M
NEOS Investment Management LLC 0.24% Reduce -6.7% 368,472 $48.3M
Old Republic International Corp. 1.91% No change 367,100 $48.1M
Rockefeller Capital Management L.P. 0.09% Add +4.1% 367,009 $48.1M
Quantinno Capital Management LP 0.08% Add +15.6% 366,049 $48.0M
Macquarie Group Ltd. 0.29% Reduce -36.3% 365,471 $47.9M
Jones Financial Companies LLLP 0.02% Add +100.7% 367,382 $47.8M
CIBC Asset Management Inc 0.11% Reduce -2.1% 356,193 $46.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +58.6% 355,344 $46.6M
Reaves W H & Co. Inc. 0.75% New 344,722 $45.2M
AE Wealth Management LLC 0.24% Add +11.2% 338,993 $44.4M
SG Americas Securities, LLC 0.05% Reduce -1.6% 335,172 $43.9M
Ensign Peak Advisors, Inc 0.08% Add +1.8% 330,364 $43.3M
HITE Hedge Asset Management LLC 2.42% Add +17.5% 326,416 $42.8M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -22.7% 339,972 $42.5M
ExodusPoint Capital Management, LP 0.41% Add +285.7% 317,743 $41.6M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +14.0% 310,336 $40.7M
GW Henssler & Associates Ltd. 1.86% Reduce -0.9% 301,809 $39.6M
Verbena Value LP 6.41% Add +28.7% 298,823 $39.2M
CANADA LIFE ASSURANCE Co 0.07% Add +3.0% 297,223 $39.1M
Hudson Bay Capital Management LP 0.26% Add +18.2% 295,782 $38.8M
Regions Financial Corp. 0.24% Add +0.3% 287,278 $37.7M
Cetera Investment Advisers 0.04% Reduce -2.3% 286,672 $37.6M
State of Wisconsin Investment Board 0.09% Add +1.8% 286,076 $37.5M
Citadel Advisors 0.03% Reduce -55.6% 282,578 $37.0M
&partners 0.18% Add +4.9% 281,334 $36.9M
Stack Financial Management, Inc 2.71% Reduce -0.4% 281,363 $36.9M
Asset Management One Co., Ltd. 0.10% Reduce -0.0% 265,685 $34.8M
Cullen/Frost Bankers, Inc. 0.40% Add +0.5% 265,569 $34.8M
APG Asset Management N.V. 0.11% Reduce -4.3% 303,943 $34.6M
Cerity Partners LLC 0.05% Add +29.4% 256,384 $33.6M
Cwm, LLC 0.09% Reduce -2.0% 250,243 $32.8M
Daiwa Securities Group Inc. 0.09% Add +3.0% 249,766 $32.7M
Public Employees Retirement System of Ohio 0.10% Add +0.6% 242,178 $31.7M
FUKOKU MUTUAL LIFE INSURANCE Co 2.07% No change 240,766 $31.6M
Janney Montgomery Scott LLC 0.08% Reduce -1.7% 238,136 $31.2M
Verition Fund Management LLC 0.32% Reduce -26.3% 237,186 $31.1M
Commonwealth Equity Services, LLC 0.04% Add +0.1% 236,808 $31.0M
State of Tennessee, Department of Treasury 0.10% No change 234,762 $30.8M
Aventail Capital Group, LP 1.48% Reduce -52.6% 232,919 $30.5M
American Century Companies Inc. 0.02% Reduce -20.7% 229,212 $30.0M
Treasurer of the State of North Carolina 0.09% Add +2.2% 229,048 $30.0M
National Bank of Canada 0.03% Reduce -27.8% 225,471 $29.6M
Canada Pension Plan Investment Board 0.02% Add +7.4% 224,707 $29.5M
Squarepoint Ops LLC 0.06% Add +760.9% 223,175 $29.3M
Van Eck Associates Corp. 0.02% Add +3.3% 222,426 $29.2M
Osaic Holdings, Inc. 0.04% Add +4.5% 221,219 $29.0M
Truist Financial Corp. 0.04% Reduce -19.6% 219,566 $28.8M
Systematic Alpha Investments, LLC 1.00% No change 217,000 $28.4M
Guggenheim Capital LLC 0.22% Reduce -10.7% 214,945 $28.2M
Northwest & Ethical Investments L.P. 0.65% Add +2.8% 214,580 $28.1M
Mn Services Vermogensbeheer B.V. 0.18% Add +0.7% 208,725 $27.4M
US Bancorp \de 0.03% Reduce -2.0% 207,856 $27.2M
Willis Investment Counsel 1.46% No change 203,538 $26.7M
Tidal Investments LLC 0.08% Add +827.4% 202,265 $26.5M
Investment Management Corp of Ontario 0.33% Add +97.6% 193,951 $25.4M
Mercer Global Advisors Inc. 0.04% Reduce -2.7% 193,428 $25.4M
Ceredex Value Advisors LLC 0.79% New 192,600 $25.2M
Godsey & Gibb, Inc. 2.19% Add +0.4% 192,166 $25.2M
O'shaughnessy Asset Management, LLC 0.13% Add +10.3% 191,859 $25.1M
Aberdeen Group plc 0.04% Reduce -5.9% 190,917 $25.0M
State of New Jersey Common Pension Fund D 0.09% No change 184,778 $24.2M
Toronto Dominion Bank 0.05% Reduce -10.6% 184,247 $24.2M
TD Waterhouse Canada Inc. 0.07% Add +3445.8% 183,107 $24.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.2% 183,465 $24.0M
Tema ETFs LLC 1.60% Add +74.0% 181,256 $23.8M
Two Sigma Investments, LP 0.02% Reduce -29.1% 179,732 $23.6M
Resona Asset Management Co.,Ltd. 0.12% Add +2.7% 177,024 $23.2M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -4.8% 175,816 $23.0M
Heathbridge Capital Management Ltd. 8.32% Reduce -0.6% 174,750 $22.9M
Steward Partners Investment Advisory, LLC 0.11% Add +32.0% 168,231 $22.1M
Corient Private Wealth LP 0.03% Reduce -2.8% 165,683 $21.4M
Martingale Asset Management L P 0.52% Reduce -3.7% 158,645 $20.8M
Public Sector Pension Investment Board 0.06% Add +12.9% 153,844 $20.2M
Allen Mooney & Barnes Investment Advisors LLC 2.89% Add +0.3% 153,284 $20.1M
BW Gestao de Investimentos Ltda. 0.89% Reduce -9.8% 153,248 $20.1M
QRG Capital Management, Inc. 0.21% Add +19.2% 151,598 $19.9M
Nissay Asset Management Corp. /Japan 0.10% Add +3.7% 150,115 $19.7M
Matrix Asset Advisors Inc. 1.79% Reduce -19.7% 148,772 $19.5M
IFM Investors Pty Ltd 0.16% Add +20.5% 147,783 $19.4M
Czech National Bank 0.13% Add +4.4% 147,301 $19.3M
Alyeska Investment Group, L.P. 0.05% New 146,822 $19.2M
Arizona State Retirement System 0.11% Reduce -2.9% 146,332 $19.2M
Randolph Co Inc 1.83% Add +1.0% 146,298 $19.2M
Swiss Life Asset Management Ltd 0.09% Add +39.5% 151,094 $19.1M
Capital Analysts, LLC 0.50% Reduce -1.6% 144,942 $19.0M
Calamos Advisors LLC 0.10% Add +6.3% 143,808 $18.9M
Pinnacle Financial Partners, Inc. 0.14% Add +5.3% 143,287 $18.8M
MML Investors Services, LLC 0.05% Reduce -18.6% 143,021 $18.7M
State of Michigan Retirement System 0.10% Add +0.8% 141,258 $18.5M
Advisory Research Inc. 2.27% Add +3.5% 141,085 $18.5M
Kestra Advisory Services, LLC 0.07% Add +20.0% 139,464 $18.3M
Rafferty Asset Management, LLC 0.07% Reduce -19.1% 134,384 $17.6M
Silvercrest Asset Management Group LLC 0.13% Reduce -27.7% 134,051 $17.6M
DekaBank Deutsche Girozentrale 0.03% No change 131,773 $17.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +39.2% 132,115 $17.3M
Illinois Municipal Retirement Fund 0.22% Reduce -2.3% 131,325 $17.2M
SummitTX Capital, L.P. 0.54% Add +48.9% 128,529 $16.8M
Worldquant Millennium Advisors LLC 0.06% Reduce -77.9% 127,611 $16.7M
Sequoia Financial Advisors, LLC 0.09% Add +7.9% 127,314 $16.7M
F&V Capital Management, LLC 3.51% Reduce -1.1% 126,903 $16.6M
XTX Topco Ltd 0.29% Add +2749.7% 126,669 $16.6M
MetLife Investment Management, LLC 0.08% Reduce -1.6% 126,279 $16.6M
Haverford Trust Co 0.15% Add +0.0% 125,106 $16.4M
Edgemoor Investment Advisors, Inc. 1.28% Add +0.5% 123,350 $16.2M
Mediolanum International Funds Ltd 0.17% New 121,790 $16.0M
Teacher Retirement System of Texas 0.07% Reduce -10.2% 121,561 $15.9M
Wealthfront Advisers LLC 0.03% Add +1.9% 120,426 $15.8M
Gradient Investments LLC 0.24% Add +1.1% 120,253 $15.8M
Bokf, NA 0.24% Reduce -2.8% 119,917 $15.7M
Stephens Inc. 0.19% Add +0.7% 116,753 $15.3M
U.S. Capital Wealth Advisors, LLC 0.38% Add +1.5% 114,859 $15.1M
Retirement Systems of Alabama 0.05% Add +0.9% 114,856 $15.1M
Intech Investment Management LLC 0.15% Add +119.2% 114,337 $15.0M
GF Fund Management Co. LTD. 0.25% Reduce -1.8% 112,220 $14.7M
Brookstone Capital Management 0.16% Reduce -6.0% 109,285 $14.3M
Amalgamated Bank 0.11% Add +7.1% 106,432 $14.0M
Woodline Partners LP 0.05% Add +15.7% 105,672 $13.9M
Voya Investment Management LLC 0.02% Add +23.8% 104,655 $13.7M
Argent Trust Co 0.46% Add +2.1% 104,372 $13.7M
Whittier Trust Co. 0.15% Add +5.3% 101,251 $13.4M
Van Lanschot Kempen Investment Management N.V. 0.12% Reduce -2.1% 101,557 $13.3M
Lockheed Martin Investment Management Co. 0.48% Reduce -60.0% 101,000 $13.2M
General American Investors Co. Inc. 0.87% No change 100,000 $13.1M
Midwest Trust Co 0.16% Reduce -2.5% 96,251 $12.6M
Skba Capital Management LLC 1.73% No change 96,240 $12.6M
Robeco Institutional Asset Management B.V. 0.02% Reduce -35.3% 95,761 $12.6M
Xponance LLC 0.09% Add +15.7% 93,477 $12.3M
First American Bank 0.77% Add +5.8% 93,363 $12.2M
Empowered Funds, LLC 0.08% New 93,253 $12.2M
BTG Pactual Asset Management US LLC 1.21% Add +19.0% 93,020 $12.2M
Focus Partners Wealth 0.01% Add +9.9% 91,015 $11.9M
Utah Retirement Systems 0.12% Reduce -1.6% 86,967 $11.4M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +118.2% 86,002 $11.3M
Waters Parkerson & Co., LLC 0.58% Add +144.8% 85,975 $11.3M
Vanguard Personalized Indexing Management, LLC 0.11% Add +2.0% 83,509 $10.9M
Bank of Nova Scotia 0.02% Reduce -40.8% 83,314 $10.9M
L & S Advisors Inc 1.37% New 83,206 $10.9M
Cyndeo Wealth Partners, LLC 0.57% Add +29.7% 82,863 $10.9M
Police & Firemen's Retirement System of New Jersey 0.09% Add +0.2% 82,564 $10.8M
USS Investment Management Ltd 0.05% No change 81,975 $10.7M
Salem Investment Counselors Inc. 0.31% Reduce -1.4% 81,308 $10.7M
Stolper Co 3.02% Add +0.4% 81,174 $10.6M
Huber Capital Management LLC 1.64% Add +568.1% 81,010 $10.6M
Gotham Asset Management 0.03% Add +12.7% 80,792 $10.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.0% 79,743 $10.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -1.3% 79,609 $10.4M
Glenmede Trust Co. NA 0.05% Reduce -4.0% 79,430 $10.4M
TruWealth Advisors, LLC 0.49% Add +8.1% 78,400 $10.3M
Goelzer Investment Management, Inc. 0.50% Add +4.7% 78,228 $10.3M
Vestcor Inc 0.28% Add +43.6% 77,754 $10.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Reduce -69.4% 77,700 $10.2M
Merit Financial Group, LLC 0.08% Add +21.7% 77,327 $10.1M
NewEdge Advisors, LLC 0.04% Add +43.8% 76,767 $10.1M
Soltis Investment Advisors LLC 0.65% Add +4.8% 76,657 $10.0M
New York Life Investment Management LLC 0.08% Add +2.4% 75,145 $9.9M
iA Global Asset Management Inc. 0.14% Reduce -51.9% 75,001 $9.8M
Venture Visionary Partners LLC 0.32% Add +4.6% 74,066 $9.7M
HUB Investment Partners, LLC 0.23% Add +11.5% 73,199 $9.6M
LSV Asset Management 0.02% Add +26.9% 72,290 $9.5M
Yousif Capital Management, LLC 0.11% Reduce -1.8% 71,410 $9.4M
Andra AP-fonden 0.11% Reduce -8.1% 71,100 $9.3M
Atria Investments, Inc 0.10% Reduce -13.0% 70,164 $9.2M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 69,534 $9.1M
Eastover Investment Advisors LLC 3.83% Add +0.5% 68,232 $8.9M
Pathstone Holdings, LLC 0.04% Add +2.9% 68,117 $8.9M
Cibc World Market Inc. 0.02% Reduce -49.6% 67,456 $8.8M
Wesbanco Bank Inc. 0.24% Add +0.2% 66,492 $8.7M
Slocum, Gordon & Co LLP 5.90% Reduce -0.8% 66,099 $8.7M
Tocqueville Asset Management L.P. 0.13% Reduce -3.2% 65,504 $8.6M
Farmers & Merchants Investments Inc. 0.24% Add +3.1% 65,496 $8.6M
Ilmarinen Mutual Pension Insurance Co 0.07% New 65,000 $8.5M
RWC Asset Management LLP 0.38% Reduce -0.5% 64,425 $8.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.3% 63,747 $8.4M
TrueMark Investments, LLC 1.62% Add +6.0% 63,511 $8.3M
Oppenheimer Asset Management Inc. 0.09% New 63,266 $8.3M
Louisiana State Employees Retirement System 0.14% Add +0.2% 63,100 $8.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -9.8% 63,020 $8.3M
Union Bancaire Privee, UBP SA 0.12% Add +217.2% 70,659 $8.3M
Meyer Handelman Co. 0.26% Reduce -1.8% 62,931 $8.2M
Shelton Capital Management 0.18% Reduce -1.7% 62,746 $8.2M
Carret Asset Management, LLC 0.80% Reduce -0.0% 62,584 $8.2M
Oregon Public Employees Retirement Fund 0.11% Add +1.1% 61,922 $8.1M
Agf Management Ltd. 0.04% Reduce -1.6% 61,892 $8.1M
Private Advisor Group, LLC 0.04% Reduce -1.0% 61,883 $8.1M
Jefferies Financial Group Inc. 0.10% Add +33.5% 61,763 $8.1M
Opal Capital LLC 1.42% Add +5.2% 61,038 $8.0M
Credit Agricole S A 0.03% Add +26.8% 60,993 $8.0M
Sand Hill Global Advisors, LLC 0.27% Reduce -0.3% 60,698 $8.0M
First National Trust Co 0.27% Reduce -29.7% 60,145 $7.9M
American Assets Investment Management, LLC 0.53% No change 60,000 $7.9M
MAI Capital Management 0.04% Add +29.6% 59,781 $7.8M
Telos Capital Management, Inc. 0.75% Reduce -2.2% 59,478 $7.8M
Beaumont Financial Advisors, LLC 0.53% Reduce -1.7% 59,099 $7.7M
Oppenheimer & Co. Inc. 0.09% New 58,907 $7.7M
Ellsworth Advisors, LLC 1.45% Add +4.2% 58,756 $7.7M
SIR Capital Management, L.P. 0.71% New 58,400 $7.7M
Metis Global Partners, LLC 0.19% Reduce -2.3% 57,650 $7.6M
Ibex Wealth Advisors 0.70% Add +5.6% 57,620 $7.6M
Mutual of America Capital Management LLC 0.09% Add +0.1% 57,518 $7.5M
Summit Financial, LLC 0.10% Add +87.8% 56,953 $7.5M
Keybank National Association 0.03% Add +12.5% 56,952 $7.5M
Horizon Investments, LLC 0.08% Reduce -1.5% 57,306 $7.5M
Nisa Investment Advisors, LLC 0.03% Reduce -8.4% 56,805 $7.4M
MassMutual Private Wealth & Trust, FSB 0.20% Reduce -2.4% 56,458 $7.4M
Kestra Private Wealth Services, LLC 0.09% Add +11.3% 56,246 $7.4M
Hudson Edge Investment Partners Inc. 1.07% Reduce -11.2% 56,072 $7.3M
Lido Advisors, LLC 0.03% Reduce -11.9% 55,748 $7.3M
Hollow Brook Wealth Management LLC 1.86% Reduce -0.7% 55,585 $7.3M
Norinchukin Bank, The 0.09% Add +4.7% 55,552 $7.3M
Susquehanna International Group, LLP 0.01% Reduce -74.7% 54,746 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% New 54,350 $7.1M
State of Alaska, Department of Revenue 0.08% Add +2.6% 54,298 $7.1M
Pacer Advisors, Inc. 0.02% Reduce -39.3% 54,132 $7.1M
KBC Group NV 0.02% Add +3.1% 54,003 $7.1M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -8.0% 53,893 $7.1M
Blair William & Co. 0.02% Add +13.0% 53,446 $7.0M
Profund Advisors LLC 0.26% Reduce -22.5% 53,164 $7.0M
Bearing Point Capital, LLC 1.09% Add +4.0% 52,904 $6.9M
Capital Investment Advisors, LLC 0.10% Reduce -4.1% 52,874 $6.9M
Hennion & Walsh Asset Management, Inc. 0.23% Add +8.1% 52,559 $6.9M
Thompson Siegel & Walmsley LLC 0.12% Reduce -17.5% 52,512 $6.9M
FIL Ltd 0.01% Add +759.3% 52,436 $6.9M
Sagefield Capital LP 0.49% Reduce -5.1% 52,015 $6.8M
HB Wealth Management, LLC 0.04% Add +3.5% 51,979 $6.8M
D.A. Davidson & Co. 0.04% Add +0.9% 51,908 $6.8M
Bridgewater Associates 0.03% New 51,869 $6.8M
Greenland Capital Management LP 1.55% Add +14.6% 51,477 $6.7M
Providence Capital Advisors, LLC 1.08% Add +2.6% 50,606 $6.6M
Highland Capital Management, LLC 0.35% Reduce -0.3% 50,603 $6.6M
CoreCap Advisors, LLC 0.23% Add +10.2% 50,465 $6.6M
SpringVest Wealth Management LLC 4.50% Reduce -1.7% 50,287 $6.6M
Allstate Corp. 0.07% Add +22.6% 49,403 $6.5M
Concurrent Investment Advisors, LLC 0.07% Reduce -3.8% 49,331 $6.5M
Tower Research Capital LLC (TRC) 0.16% Add +28.3% 47,979 $6.3M
Polymer Capital Management (US) LLC 0.93% Reduce -4.1% 47,968 $6.3M
Orion Porfolio Solutions, LLC 0.05% Reduce -12.8% 47,407 $6.2M
Trajan Wealth LLC 0.25% Add +4.1% 47,169 $6.2M
Marshall Wace, LLP 0.01% Reduce -86.0% 46,600 $6.1M
Romano Brothers and Company 0.69% Reduce -0.3% 46,142 $6.0M
Independent Advisor Alliance 0.06% Add +4.6% 46,110 $6.0M
Federation des caisses Desjardins du Quebec 0.02% Add +8.0% 46,074 $6.0M
Benjamin Edwards Inc. 0.06% Reduce -8.7% 45,600 $6.0M
ABN AMRO Bank N.V. 0.06% Add +422.1% 45,141 $6.0M
Legacy Financial Independent Advisors LLC 3.10% — 45,458 $6.0M
Dakota Wealth Management 0.13% Add +0.0% 45,339 $5.9M
UniSuper Management Pty Ltd 0.04% Reduce -4.0% 45,221 $5.9M
James Investment Research, Inc. 0.66% Reduce -1.5% 45,179 $5.9M
Community Financial Services Group, LLC 1.04% Add +2.1% 44,793 $5.9M
Pittenger & Anderson Inc. 0.23% Reduce -0.1% 44,988 $5.9M
Elo Mutual Pension Insurance Co 0.09% Add +20.6% 43,750 $5.7M
Strategic Planning Group, LLC 0.80% New 43,607 $5.7M
Motco 0.53% Reduce -0.6% 43,585 $5.7M
Ledyard National Bank 0.49% Reduce -0.3% 43,529 $5.7M
Axxcess Wealth Management, LLC 0.18% Add +0.8% 43,059 $5.6M
RBA Wealth Management, LLC 2.02% Add +0.4% 42,875 $5.6M
Howard Capital Management, LLC 0.09% Reduce -16.5% 42,683 $5.6M
Guardian Partners Inc. 0.46% Reduce -0.7% 41,959 $5.5M
Teachers Retirement System of the State of Kentucky 0.04% No change 41,772 $5.5M
D. E. Shaw & Co. 0.00% Reduce -53.7% 41,465 $5.4M
Community Bank, N.A. 0.65% Add +2.2% 41,382 $5.4M
Schroder Investment Management Group 0.00% Add +22.8% 41,301 $5.4M
Gulf International Bank (UK) Ltd 0.12% Add +54.1% 41,299 $5.4M
Constitution Capital LLC 2.70% Add +194.4% 41,145 $5.4M
Fideuram Asset Management (Ireland) dac 0.69% Add +746.8% 45,151 $5.4M
Morton Community Bank 1.17% Add +0.8% 41,115 $5.4M
Mesirow Financial Investment Management, Inc. 0.09% Add +3.1% 41,023 $5.4M
Allen Capital Group, LLC 0.47% Add +2.3% 40,236 $5.3M
Harvest Fund Management Co., Ltd 0.22% Add +0.2% 40,009 $5.2M
Vident Advisory, LLC 0.04% Add +56.5% 39,740 $5.2M
TD Private Client Wealth LLC 0.11% Reduce -32.5% 39,727 $5.2M
Valley Wealth Managers, Inc. 0.33% Reduce -0.3% 39,564 $5.2M
Capital City Trust Co. 1.17% Reduce -1.2% 39,155 $5.1M
Arkadios Wealth Advisors 0.08% Reduce -2.3% 39,138 $5.1M
Ieq Capital, LLC 0.02% Add +62.1% 39,125 $5.1M
Jane Street Group, LLC 0.01% Add +40.9% 38,941 $5.1M
J.W. Cole Advisors, Inc. 0.17% Reduce -0.1% 38,581 $5.1M
Dean Investment Associates, LLC 0.71% Reduce -5.8% 38,528 $5.1M
Integrated Wealth Concepts LLC 0.04% Add +86.5% 38,505 $5.0M
Cary Street Partners Financial LLC 0.13% Reduce -7.6% 38,501 $5.0M
Brookfield Corp 0.01% Reduce -0.2% 38,366 $5.0M
Knights of Columbus Asset Advisors LLC 0.28% Add +520.6% 38,239 $5.0M
Advisors Management Group Inc. 0.91% Reduce -0.6% 38,128 $5.0M
Joseph Group Capital Management 1.24% Add +3.7% 38,015 $5.0M
Hendley & Co. Inc. 1.84% Add +0.1% 37,887 $5.0M
Beacon Pointe Advisors, LLC 0.03% Add +74.0% 37,644 $4.9M
Waverly Advisors, LLC 0.04% Add +9.8% 37,618 $4.9M
Eventide Asset Management, LLC 0.08% Add +75.7% 36,957 $4.8M
MainStreet Investment Advisors LLC 0.72% Reduce -2.4% 36,378 $4.8M
Assetmark, Inc. 0.01% Reduce -18.4% 36,236 $4.7M
Miller Howard Investments Inc. 0.13% Add +34.0% 35,348 $4.6M
Seascape Capital Management 1.33% Add +1.9% 35,321 $4.6M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.1% 35,276 $4.6M
Kayne Anderson Capital Advisors LP 0.09% New 35,263 $4.6M
North Star Investment Management Corp. 0.28% Add +0.3% 35,160 $4.6M
Regal Investment Advisors LLC 0.27% Add +5.6% 35,124 $4.6M
CCM Investment Advisers LLC 0.44% New 35,109 $4.6M
Ashton Thomas Private Wealth, LLC 0.11% Add +13.3% 34,921 $4.6M
Jeppson Wealth Management, LLC 1.43% Reduce -2.6% 34,860 $4.6M
Eagle Global Advisors LLC 0.16% No change 34,820 $4.6M
First Pacific Financial 0.58% Add +1.9% 34,607 $4.5M
Blue Sparrow, LLC 0.08% New 34,590 $4.5M
Whittier Trust Co. of Nevada Inc. 0.09% Add +5.9% 34,163 $4.5M
Davidson Capital Management Inc. 0.82% Add +42953.8% 34,443 $4.5M
Exencial Wealth Advisors, LLC 0.14% Reduce -0.9% 34,027 $4.5M
Park Avenue Securities LLC 0.03% Reduce -3.5% 33,952 $4.5M
Oxbow Advisors, LLC 0.38% Add +0.9% 33,695 $4.4M
Equitable Holdings, Inc. 0.03% Add +43.7% 36,809 $4.4M
Principle Wealth Partners LLC 0.25% Add +0.1% 33,254 $4.4M
Meiji Yasuda America Inc 1.07% Reduce -9.7% 33,148 $4.3M
Alpha Omega Wealth Management LLC 0.70% Reduce -2.5% 33,102 $4.3M
Rockline Wealth Management, LLC 0.93% Reduce -1.6% 32,742 $4.3M
Mizuho Securities USA LLC 0.10% Reduce -16.1% 32,697 $4.3M
Ascent Group, LLC 0.15% Add +6.9% 32,681 $4.3M
Nordea Investment Management AB 0.00% Add +1.0% 32,682 $4.3M
Pinnacle Associates Ltd. 0.05% Reduce -1.3% 32,456 $4.3M
Moody LYNN Lieberson & Walker, LLC 0.24% Add +1368.8% 32,328 $4.2M
Signet Financial Management, LLC 0.46% Reduce -0.8% 31,634 $4.1M
Trexquant Investment LP 0.03% Reduce -79.8% 31,304 $4.1M
Gryphon Financial Partners LLC 0.42% Add +3.4% 30,923 $4.1M
Hartford Investment Management Co. 0.13% Reduce -0.2% 30,813 $4.0M
Carnegie Investment Counsel 0.08% Reduce -1.0% 30,805 $4.0M
KCM Capital Inc 0.75% New 30,800 $4.0M
Allworth Financial LP 0.02% Reduce -22.4% 30,476 $4.0M
Smith Salley Wealth Management 0.20% Add +3.3% 30,473 $4.0M
DAVENPORT & Co LLC 0.02% Reduce -41.5% 30,348 $4.0M
Enhancing Capital LLC 2.95% No change 30,300 $4.0M
PFG Investments, LLC 0.18% Add +4.6% 30,220 $4.0M
Impax Asset Management Group plc 0.03% New 30,208 $4.0M
Royal London Asset Management Ltd. 0.01% Reduce -2.8% 30,135 $4.0M
Meeder Asset Management Inc. 0.23% Add +24.9% 30,069 $3.9M
GAMMA Investing LLC 0.18% Add +4.1% 29,915 $3.9M
Patrick Mauro Investment Advisor, INC. 1.97% Reduce -5.1% 29,871 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.15% Add +21.7% 29,700 $3.9M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -1.4% 29,625 $3.9M
Prime Capital Investment Advisors, LLC 0.04% Reduce -1.4% 29,567 $3.9M
Eliot Finkel Investment Counsel, LLC 2.11% Reduce -0.2% 29,554 $3.9M
Nations Financial Group Inc, /Ia/ 0.20% Add +19.1% 29,411 $3.9M
Apollon Wealth Management, LLC 0.06% Add +6.1% 29,383 $3.9M
SteelPeak Wealth, LLC 0.12% Reduce -17.3% 29,321 $3.8M
Advisors Asset Management, Inc. 0.06% Add +12.9% 29,290 $3.8M
Balyasny Asset Management L.P. 0.01% Reduce -83.8% 29,236 $3.8M
Pathway Financial Advisers, LLC 1.08% Add +11.4% 29,001 $3.8M
Savant Capital, LLC 0.02% Add +10.6% 28,869 $3.8M
Cypress Capital Group 0.42% Reduce -0.8% 28,238 $3.7M
Prospera Financial Services Inc 0.06% Add +13.8% 28,110 $3.7M
Hantz Financial Services, Inc. 0.06% Reduce -1.1% 27,924 $3.7M
Simmons Bank 0.24% Add +2.6% 27,809 $3.6M
Whalerock Point Partners, LLC 0.72% Reduce -0.8% 27,272 $3.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.21% Add +0.6% 27,252 $3.6M
Patton Fund Management, Inc. 0.61% Reduce -64.8% 27,249 $3.6M
Old National Bancorp 0.06% Add +827.4% 27,246 $3.6M
Citizens National Bank Trust Department 0.59% Reduce -0.8% 26,994 $3.5M
Maryland State Retirement & Pension System 0.07% No change 26,944 $3.5M
Summit Trail Advisors, LLC 0.05% Add +41.1% 26,890 $3.5M
Onex Canada Asset Management Inc. 0.59% New 26,835 $3.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.12% Add +13.3% 26,768 $3.5M
OMERS ADMINISTRATION Corp 0.02% Add +42.0% 26,750 $3.5M
Strategic Advisors LLC 0.58% No change 26,739 $3.5M
1ST Source Bank 0.18% Add +2.5% 26,715 $3.5M
Harrison Street Private Wealth LLC 4.63% — 26,690 $3.5M
Ninety One UK Ltd 0.01% Reduce -34.6% 26,102 $3.4M
Elevation Point Wealth Partners, LLC 0.08% Add +3.9% 26,072 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.12% No change 25,785 $3.4M
Farther Finance Advisors, LLC 0.03% Add +12.0% 25,609 $3.4M
United Capital Financial Advisors, LLC 0.02% Add +7.6% 25,479 $3.3M
Kingsview Wealth Management, LLC 0.05% Add +0.8% 25,322 $3.3M
Boston Partners 0.00% Add +6.9% 25,078 $3.3M
Kentucky Farm Bureau Mutual Insurance Co 0.99% No change 25,000 $3.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.16% No change 25,000 $3.3M
Headlands Technologies LLC 0.37% New 24,883 $3.3M
Strategic Blueprint, LLC 0.19% Add +6.5% 24,718 $3.2M
First Bank & Trust 0.52% Reduce -5.8% 24,698 $3.2M
Altshuler Shaham Ltd 0.06% Add +20.2% 24,692 $3.2M
IHT Wealth Management, LLC 0.08% Add +84.1% 24,658 $3.2M
New Mexico Educational Retirement Board 0.10% No change 24,638 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -4.4% 24,585 $3.2M
Ameritas Investment Partners, Inc. 0.10% Add +1.2% 24,392 $3.2M
Brown Advisory Inc. 0.01% Reduce -1.8% 24,381 $3.2M
Stratos Wealth Partners, LTD. 0.04% Reduce -5.7% 23,951 $3.1M
Exchange Traded Concepts, LLC 0.02% Reduce -8.3% 23,764 $3.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 23,644 $3.1M
Plan Group Financial, LLC 0.72% Add +9.4% 23,414 $3.1M
Advanced Asset Management Advisors Inc 0.84% No change 23,225 $3.0M
Johnson Financial Group, Inc. 0.11% Add +15.1% 23,100 $3.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.1% 22,794 $3.0M
UMB Bank, n.a. 0.04% Reduce -17.5% 22,765 $3.0M
Horizon Investment Services, LLC 1.04% Add +1159.8% 22,739 $3.0M
Snowden Capital Advisors LLC 0.08% Reduce -16.2% 22,665 $3.0M
Wedbush Securities Inc. 0.09% Add +5.1% 22,651 $3.0M
Bleakley Financial Group, LLC 0.05% Reduce -10.8% 22,541 $3.0M
Fiduciary Trust Co 0.03% Add +1.6% 22,475 $2.9M
Patriot Financial Group Insurance Agency, LLC 0.17% Add +128.5% 22,440 $2.9M
New England Asset Management Inc. 0.39% Reduce -34.7% 22,435 $2.9M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -1.5% 22,387 $2.9M
Geneos Wealth Management Inc. 0.07% Add +10.9% 22,299 $2.9M
Schnieders Capital Management, Llc. 0.47% Add +111.5% 22,297 $2.9M
Tounjian Advisory Partners, LLC 1.05% Reduce -0.5% 22,266 $2.9M
Perigon Wealth Management, LLC 0.05% Add +0.7% 22,183 $2.9M
MUFG Securities EMEA plc 0.04% Add +1.0% 22,173 $2.9M
Legacy Capital Wealth Management, LLC 1.67% New 21,852 $2.9M
AMG National Trust Bank 0.06% Reduce -2.1% 21,750 $2.9M
First Horizon Corp. 0.12% Reduce -0.2% 21,729 $2.8M
Vectors Research Management, LLC 0.83% Reduce -7.4% 21,696 $2.8M
Choreo, LLC 0.03% Add +2.7% 21,415 $2.8M
Intrust Bank NA 0.23% Add +1.8% 21,406 $2.8M
Granite Group Advisors, LLC 1.70% Reduce -19.6% 21,084 $2.8M
World Investment Advisors 0.05% Reduce -2.3% 21,346 $2.8M
RD Lewis Holdings, Inc. 2.40% Reduce -1.2% 20,247 $2.8M
Mgo One Seven LLC 0.06% Add +5.8% 21,159 $2.8M
Diversified Trust Co. 0.05% Reduce -0.7% 21,039 $2.8M
Trust Co. of Toledo NA 0.26% Add +0.0% 20,972 $2.7M
Berkshire Asset Management LLC 0.12% Add +1.0% 20,552 $2.7M
Clearbridge Investments, LLC 0.00% Reduce -0.9% 20,417 $2.7M
Farringdon Capital, Ltd. 0.58% Reduce -17.2% 20,228 $2.7M
Commonwealth Financial Services, LLC 0.41% Add +2.9% 19,965 $2.6M
Jamison Private Wealth Management, Inc. 0.33% Add +1.5% 19,945 $2.6M
Norden Group LLC 0.25% Reduce -2.3% 19,782 $2.6M
Saudi Central Bank 0.05% New 19,714 $2.6M
NorthCrest Asset Manangement, LLC 0.08% Reduce -23.1% 19,446 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Add +3.5% 19,644 $2.6M
E Fund Management Co., Ltd. 0.07% — 19,203 $2.5M
Flputnam Investment Management Co. 0.04% Reduce -2.0% 19,167 $2.5M
Koshinski Asset Management, Inc. 0.16% Add +7.0% 19,070 $2.5M
New Age Alpha Advisors, LLC 0.12% Add +1239.5% 18,954 $2.5M
Delta Global Management LP 0.20% Reduce -5.4% 18,902 $2.5M
Solitude Financial Services 0.73% Add +118.2% 18,359 $2.5M
GS Investments, Inc. 1.40% Reduce -0.0% 18,649 $2.4M
Jackson Hole Capital Partners, LLC 0.40% Add +0.8% 18,497 $2.4M
Brooklyn Investment Group 0.08% Add +38.8% 18,342 $2.4M
CX Institutional 0.07% Add +48.4% 18,294 $2.4M
DC Investments Management, LLC 0.91% No change 18,232 $2.4M
Larson Financial Group LLC 0.08% Reduce -1.3% 18,220 $2.4M
Stamos Capital Partners, L.P. 0.37% Reduce -10.5% 18,109 $2.4M
Investment Partners, LTD. 0.84% Reduce -1.9% 18,044 $2.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +2.7% 17,917 $2.3M
Brighton Jones LLC 0.05% New 17,904 $2.3M
Altus Wealth Group LLC 0.96% Reduce -1.6% 17,851 $2.3M
Advisory Services Network, LLC 0.03% Reduce -1.8% 17,813 $2.3M
Spirit of America Management Corp. 0.46% Add +5.0% 17,700 $2.3M
Callan Family Office, LLC 0.05% Reduce -5.4% 17,533 $2.3M
Empirical Finance, LLC 0.11% Reduce -0.1% 17,430 $2.3M
CenterBook Partners LP 0.12% New 17,382 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.2% 17,306 $2.3M
Measured Risk Portfolios, Inc. 2.48% Reduce -3.7% 17,164 $2.2M
Spartan Wealth Advisory Services LLC 0.20% — 17,125 $2.2M
Meridian Investment Counsel Inc. 0.53% Reduce -0.4% 17,115 $2.2M
LOM Asset Management Ltd 0.64% Add +1.7% 17,076 $2.2M
Brown Brothers Harriman & Co. 0.01% Add +21.8% 17,009 $2.2M
HBW Advisory Services LLC 0.23% Add +2.9% 16,995 $2.2M
Prosperity Consulting Group, LLC 0.10% Add +2.9% 16,939 $2.2M
Apollon Financial, LLC 0.31% Reduce -0.1% 16,803 $2.2M
EP Wealth Advisors, LLC 0.01% Add +0.1% 16,750 $2.2M
Twin Capital Management Inc. 0.28% Add +1.1% 16,685 $2.2M
Kornitzer Capital Management Inc. 0.05% No change 16,613 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -77.5% 16,586 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -0.5% 16,429 $2.2M
Hodges Capital Management Inc. 0.18% Add +4.2% 16,339 $2.1M
Quadrant Capital Group LLC 0.06% Add +33.2% 16,290 $2.1M
Orographic Financial Advisors, LLC 1.50% — 16,122 $2.1M
Harbour Investments, Inc. 0.03% Add +62.1% 16,075 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +12.1% 15,980 $2.1M
Jump Financial, LLC 0.03% Add +232.7% 15,967 $2.1M
Nomura Holdings Inc. 0.02% Reduce -78.8% 15,906 $2.1M
Little House Capital LLC 0.54% Reduce -1.0% 15,897 $2.1M
Occudo Quantitative Strategies LP 0.11% Reduce -77.0% 15,187 $2.1M
Vise Technologies, Inc. 0.04% No change 17,995 $2.1M
CENTRAL TRUST Co 0.04% Reduce -2.5% 15,812 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -1.1% 15,805 $2.1M
Kingswood Wealth Advisors, LLC 0.10% Add +2.8% 15,714 $2.1M
NTV Asset Management LLC 0.22% Add +5.6% 15,612 $2.0M
Vontobel Holding Ltd. 0.01% Add +14.4% 15,521 $2.0M
North Dakota State Investment Board 0.09% Reduce -15.5% 15,498 $2.0M
Atlantic Edge Private Wealth Management, LLC 0.50% Add +0.8% 15,485 $2.0M
Gilliland Jeter Wealth Management LLC 0.60% No change 15,348 $2.0M
South Dakota Investment Council 0.04% No change 15,341 $2.0M
Hixon Zuercher, LLC 0.63% Add +0.2% 15,330 $2.0M
Equitable Trust Co. 0.09% Reduce -0.1% 15,287 $2.0M
Courier Capital LLC 0.11% Reduce -8.4% 15,247 $2.0M
China Universal Asset Management Co., Ltd. 0.15% Add +0.7% 15,215 $2.0M
Ballentine Partners, LLC 0.03% Add +0.9% 15,002 $2.0M
Cherokee Insurance Co 0.75% No change 15,000 $2.0M
Mufg Securities Americas Inc. 0.13% Add +3.8% 14,966 $2.0M
Wealthspire Advisors, LLC 0.02% Reduce -16.7% 14,959 $2.0M
Meeder Advisory Services, Inc. 0.08% Add +4.8% 14,941 $2.0M
Searle & Co. 0.50% Reduce -3.2% 14,910 $2.0M
Texas Yale Capital Corp. 0.06% Add +5.4% 14,818 $1.9M
Brevan Howard Capital Management LP 0.02% Add +78.2% 14,897 $1.9M
Archer Investment Corp 0.41% No change 14,699 $1.9M
Beese Fulmer Investment Management, Inc. 0.12% Add +2.6% 14,677 $1.9M
Securian Asset Management, Inc. 0.08% Add +0.8% 14,672 $1.9M
Fifth Third Wealth Advisors LLC 0.06% Add +6.5% 14,606 $1.9M
Kentucky Retirement Systems 0.14% Add +19.8% 40,231 $1.9M
Western Wealth Management, LLC 0.07% Add +93.7% 14,267 $1.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.16% Add +11.3% 14,220 $1.9M
Northstar Financial Companies, Inc. 1.47% Add +82.0% 14,142 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +18.1% 14,139 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.13% No change 14,079 $1.8M
Ontario Teachers Pension Plan Board 0.06% Reduce -54.2% 14,070 $1.8M
Ethic Inc. 0.03% Add +1.4% 14,039 $1.8M
Prudential PLC 0.01% No change 13,916 $1.8M
Alps Advisors Inc. 0.01% Add +39.2% 13,897 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +14.9% 13,733 $1.8M
Probity Advisors, Inc. 0.28% Reduce -1.4% 13,606 $1.8M
Clearstead Advisors, LLC 0.02% Add +2.8% 13,527 $1.8M
Truvestments Capital LLC 0.32% Add +554.9% 13,459 $1.8M
Mutual Advisors, LLC 0.04% Add +1.4% 13,418 $1.8M
Savvy Advisors, Inc. 0.05% Reduce -0.9% 13,407 $1.8M
Mainstay Capital Management LLC 0.14% Reduce -4.6% 13,366 $1.8M
LS Investment Advisors, LLC 0.26% Reduce -15.1% 13,350 $1.7M
RIA Advisory Group LLC 0.42% Reduce -0.1% 13,233 $1.7M
Ameritas Advisory Services, LLC 0.07% Reduce -6.6% 13,225 $1.7M
Tudor Financial Inc. 0.88% Add +0.3% 13,173 $1.7M
Accurate Wealth Management, LLC 0.21% Add +5.0% 12,598 $1.7M
Silvant Capital Management LLC 0.06% Add +2881.8% 13,090 $1.7M
Spreng Capital Management, Inc. 0.81% Reduce -4.0% 13,067 $1.7M
First Business Financial Services, Inc. 0.15% Add +15.1% 13,027 $1.7M
Sterling Investment Counsel, LLC 0.48% Add +0.1% 13,020 $1.7M
Leo Wealth, LLC 0.12% Add +2.8% 13,017 $1.7M
Signaturefd, LLC 0.03% Add +22.9% 12,931 $1.7M
Claro Advisors Inc. 0.20% Add +1.0% 12,899 $1.7M
Brandywine Oak Private Wealth LLC 0.14% Add +0.3% 12,824 $1.7M
Glenview Trust Co 0.03% Reduce -1.8% 12,821 $1.7M
Evolve Private Wealth, LLC 0.09% Add +1.7% 12,780 $1.7M
LVW Advisors, LLC 0.16% Reduce -19.7% 12,737 $1.7M
Fisher Asset Management 0.00% Add +56.4% 12,669 $1.7M
SCP Investment, LP 1.83% Add +85.3% 12,600 $1.7M
Ethos Financial Group, LLC 0.12% No change 14,283 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -5.0% 12,555 $1.6M
Marino, Stram & Associates LLC 0.29% Add +0.0% 12,495 $1.6M
Canada Post Corp Registered Pension Plan 0.07% No change 12,458 $1.6M
LFG Wealth Partners, LLC 0.98% Add +8.7% 12,453 $1.6M
United Bank 0.21% No change 12,432 $1.6M
CI Investments Inc. 0.01% Add +5.7% 12,426 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -1.0% 12,310 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -0.6% 12,208 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +3.5% 12,174 $1.6M
Atlantic Union Bankshares Corp 0.03% Reduce -0.2% 12,019 $1.6M
Praxis Investment Management Inc. 0.10% No change 11,980 $1.6M
Caprock Group, LLC 0.04% Reduce -24.8% 11,872 $1.6M
G&S Capital LLC 0.55% Reduce -50.6% 11,867 $1.6M
Cambria Investment Management, L.P. 0.09% Reduce -29.0% 11,847 $1.6M
Founders Financial Alliance, LLC 0.28% Add +2.7% 11,846 $1.6M
NovaPoint Capital, LLC 0.39% Add +5.6% 11,838 $1.6M
Klein Pavlis & Peasley Financial, Inc. 0.86% Add +4.6% 11,811 $1.5M
Golden State Wealth Management, LLC 0.17% Add +2.4% 11,753 $1.5M
Spire Wealth Management 0.05% Add +8.4% 11,747 $1.5M
Qtron Investments LLC 0.21% No change 11,646 $1.5M
Ninepoint Partners LP 0.18% No change 11,636 $1.5M
Columbia Asset Management 0.29% Add +10.4% 11,629 $1.5M
Quadrature Capital Ltd 0.02% New 11,624 $1.5M
OmniStar Financial Group, Inc. 0.79% Add +22.8% 11,591 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +0.1% 11,511 $1.5M
Certified Advisory Corp 0.14% Add +0.0% 11,497 $1.5M
Icon Advisers Inc. 0.35% No change 11,440 $1.5M
Arwa LLC 0.74% Reduce -5.3% 10,912 $1.5M
Greenleaf Trust 0.01% Add +4.5% 11,350 $1.5M
Cape Ann Savings Bank 0.75% Add +1.6% 11,315 $1.5M
Ancora Advisors LLC 0.03% Reduce -2.2% 11,232 $1.5M
Dorsey Wright & Associates 0.18% Add +278.4% 11,209 $1.5M
Burke & Herbert Bank & Trust Co. 0.40% Reduce -0.4% 11,148 $1.5M
Man Group plc 0.00% Reduce -89.0% 11,114 $1.5M
Purkiss Capital Advisors LLC 0.64% Add +28.9% 11,088 $1.5M
Hancock Whitney Corp. 0.03% Add +0.4% 10,610 $1.4M
Convergence Investment Partners, LLC 0.24% Reduce -0.8% 11,019 $1.4M
Keystone Financial Group 0.10% Add +8.4% 11,005 $1.4M
Odyssean, LLC 0.53% New 10,995 $1.4M
Bfsg, LLC 0.14% Reduce -0.2% 10,971 $1.4M
First Dallas Securities Inc. 0.53% Add +0.4% 10,969 $1.4M
Candriam S.C.A. 0.01% Add +2.1% 10,938 $1.4M
Retirement Guys Formula LLC 0.66% Reduce -1.9% 10,919 $1.4M
CreativeOne Wealth, LLC 0.03% Reduce -2.9% 10,909 $1.4M
Coldstream Capital Management Inc. 0.02% Add +7.6% 10,887 $1.4M
Group One Trading LLC 0.05% Add +2.5% 10,827 $1.4M
GMO 0.00% Reduce -42.8% 10,809 $1.4M
Compound Planning, Inc. 0.04% Reduce -2.5% 10,786 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.30% Reduce -11.9% 10,769 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -13.2% 10,723 $1.4M
Peak Retirement Planning, Inc. 0.28% Add +28.5% 10,698 $1.4M
Navalign, LLC 0.35% Add +0.6% 10,607 $1.4M
Marion Wealth Management 0.31% Add +4.0% 10,599 $1.4M
Pinebridge Investments LLC 0.01% Reduce -52.5% 10,566 $1.4M
TKG Advisors, LLC 0.57% Reduce -53.7% 10,518 $1.4M
JGP Wealth Management, LLC 0.14% Reduce -7.9% 10,513 $1.4M
Los Angeles Capital Management LLC 0.01% Reduce -70.6% 10,503 $1.4M
First County Bank 0.73% Reduce -9.0% 10,412 $1.4M
Sigma Planning Corp 0.04% Add +65.3% 10,406 $1.4M
Meridian Wealth Management, LLC 0.05% Add +28.9% 10,390 $1.4M
HM Payson & Co. 0.02% Add +0.0% 10,352 $1.4M
Gateway Wealth Partners, LLC 0.05% Add +162.0% 10,335 $1.4M
Park National Corp. 0.04% Reduce -17.0% 10,291 $1.3M
Parsons Capital Management Inc. 0.06% Add +7.5% 10,281 $1.3M
Confluence Wealth Services, Inc. 0.05% Add +38.1% 10,270 $1.3M
Albion Financial Group 0.09% Add +0.1% 10,223 $1.3M
Cresset Asset Management, LLC 0.01% Add +76.3% 10,203 $1.3M
Everpar Advisors LLC 0.46% Reduce -2.0% 10,190 $1.3M
Level Four Advisory Services, LLC 0.04% Reduce -2.2% 10,150 $1.3M
Lawood & Co. 1.23% Add +0.1% 10,141 $1.3M
TIAA Wealth Investment Management LLC 0.01% — 10,086 $1.3M
Rwa Wealth Partners, LLC 0.01% Add +1.3% 10,052 $1.3M
Ar Asset Management Inc. 0.26% No change 10,000 $1.3M
Twinbeech Capital LP 0.14% New 9,962 $1.3M
Monument Capital Management 0.33% Add +14.1% 9,919 $1.3M
Evergreen Capital Management LLC 0.03% Add +5.7% 9,912 $1.3M
Mirador Capital Partners LP 0.18% Reduce -5.3% 9,905 $1.3M
Principal Securities, Inc. 0.02% Add +25.1% 9,889 $1.3M
Agp Franklin, LLC 0.64% New 9,759 $1.3M
MLP3, LLC 1.41% Add +0.1% 9,741 $1.3M
Everstar Asset Management, LLC 0.68% Add +1.3% 9,702 $1.3M
Mark Sheptoff Financial Planning, LLC 0.67% Reduce -13.3% 9,250 $1.3M
Verdence Capital Advisors LLC 0.07% Reduce -42.6% 9,618 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -25.3% 9,558 $1.3M
Portside Wealth Group, LLC 0.17% Add +0.8% 9,532 $1.2M
Parallel Advisors, LLC 0.02% Add +2.4% 9,498 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +2.3% 9,477 $1.2M
Beacon Financial Advisory LLC 0.28% Add +1.6% 9,461 $1.2M
ARS Investment Partners, LLC 0.06% Reduce -15.3% 9,449 $1.2M
Retireful, LLC 1.72% Add +64.3% 9,294 $1.2M
Private Trust Co. NA 0.11% Reduce -7.5% 9,274 $1.2M
Trivium Point Advisory, LLC 0.22% Reduce -15.2% 9,218 $1.2M
HighPoint Advisor Group LLC 0.05% Reduce -69.9% 9,135 $1.2M
Premier Path Wealth Partners, LLC 0.16% Add +5.3% 9,132 $1.2M
Aviva PLC 0.00% No change 9,086 $1.2M
Wedmont Private Capital 0.04% Reduce -3.5% 8,840 $1.2M
StoneX Group Inc. 0.06% Reduce -25.1% 9,080 $1.2M
ICICI Prudential Asset Management Co Ltd 0.14% Add +4.6% 8,963 $1.2M
Pekin Hardy Strauss, Inc. 0.12% Add +3.5% 8,949 $1.2M
Busey Bank 0.03% Reduce -1.4% 8,910 $1.2M
Walleye Trading LLC 0.02% New 8,839 $1.2M
Dickmeyer Boyce Financial Management, Inc. 0.68% — 8,769 $1.1M
HBK Sorce Advisory LLC 0.02% Reduce -15.9% 8,830 $1.1M
Thoma Capital Management LLC 0.68% Add +4.6% 8,762 $1.1M
Moody National Bank Trust Division 0.11% Add +0.7% 8,742 $1.1M
Foundations Investment Advisors, LLC 0.01% Reduce -19.7% 8,728 $1.1M
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.6% 8,670 $1.1M
Alamea Verwaltungs GmbH 0.84% Add +0.7% 8,658 $1.1M
Elemental Capital Partners LLC 0.48% New 8,627 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.32% Reduce -0.9% 8,594 $1.1M
Calamos Wealth Management LLC 0.04% Add +69.2% 8,590 $1.1M
Bull Harbor Capital LLC 0.30% — 8,587 $1.1M
Aviance Capital Partners, LLC 0.13% Reduce -8.5% 8,585 $1.1M
Smartleaf Asset Management LLC 0.04% Add +12.3% 8,577 $1.1M
Mission Wealth Management, LP 0.02% Reduce -6.9% 8,578 $1.1M
Uhlmann Price Securities, LLC 0.08% New 8,721 $1.1M
Capital Advisors Inc. 0.02% Add +1.2% 8,558 $1.1M
Xcelsior Advisor Partners LLC 0.43% Add +96.0% 8,534 $1.1M
TCW Group Inc. 0.01% Add +5.1% 8,517 $1.1M
Mattson Financial Services, LLC 0.27% Add +3.8% 8,505 $1.1M
Rithm Capital Corp. 1.94% Add +183.3% 8,500 $1.1M
San Luis Wealth Advisors LLC 0.18% Add +10.6% 8,497 $1.1M
WD Rutherford LLC 0.49% New 8,466 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.7% 8,233 $1.1M
Rothschild Investment LLC 0.06% Add +26.9% 8,449 $1.1M
PDS Planning, Inc 0.07% Add +3.9% 8,428 $1.1M
ARS Wealth Advisors Group, LLC 0.09% Reduce -2.0% 8,389 $1.1M
JFS Wealth Advisors, LLC 0.06% Reduce -0.5% 8,386 $1.1M
CFS Investment Advisory Services, LLC 0.08% Add +0.3% 8,208 $1.1M
Waldron Private Wealth LLC 0.04% Add +6.0% 8,352 $1.1M
GTS Securities LLC 0.04% Add +50.2% 8,342 $1.1M
Tradewinds, LLC. 0.35% Add +0.9% 7,883 $1.1M
Impact Capital Partners LLC 0.33% Reduce -2.1% 8,228 $1.1M
Essex Financial Services, Inc. 0.06% Add +0.9% 8,215 $1.1M
Advisor OS, LLC 0.08% Add +7.1% 8,211 $1.1M
Freestone Grove Partners LP 0.01% Reduce -2.6% 8,193 $1.1M
Rehmann Capital Advisory Group 0.06% Reduce -0.5% 8,119 $1.1M
Arax Advisory Partners 0.03% Reduce -42.2% 8,081 $1.1M
Sovereign Financial Group, Inc. 0.18% Add +4.5% 8,070 $1.1M
Parcion Private Wealth LLC 0.07% Add +6.8% 8,039 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -3.3% 8,020 $1.1M
Rogco, LP 0.35% Reduce -3.6% 7,992 $1.0M
Sierra Summit Advisors LLC 0.15% Add +6.2% 7,985 $1.0M
Live Oak Investment Partners 0.62% Reduce -0.1% 7,959 $1.0M
Wolff Financial Management LLC 0.23% No change 7,944 $1.0M
Victory Financial Group, LLC 0.13% Add +1.1% 7,937 $1.0M
Apella Capital, LLC 0.02% Add +40.6% 7,783 $1.0M
Arrow Financial Corp 0.10% Reduce -7.7% 7,931 $1.0M
Armstrong Advisory Group, Inc. 0.07% Reduce -5.9% 7,908 $1.0M
Sumitomo Life Insurance Co. 0.02% Add +2.2% 7,902 $1.0M
Fulcrum Asset Management LLP 0.15% Reduce -28.7% 7,754 $1.0M
Jackson Square Capital, LLC 0.21% Add +2.9% 7,735 $1.0M
Howe & Rusling Inc. 0.07% No change 7,689 $1.0M
Themes Management Co LLC 0.62% Add +19.2% 7,665 $1.0M
Smith, Moore & Co. 0.07% Add +1.7% 7,551 $990K
USA Financial Formulas 0.19% Reduce -49.2% 7,510 $984K
Aprio Wealth Management, LLC 0.05% Add +4.9% 7,490 $982K
Empire Financial Management Company, LLC 0.22% No change 7,475 $980K
Bank of Stockton 0.30% Add +18.7% 7,450 $977K
Csenge Advisory Group 0.04% Reduce -0.1% 7,434 $974K
Ausdal Financial Partners, Inc. 0.04% Reduce -2.2% 7,430 $974K
Philadelphia Trust Co. 0.07% Add +86.4% 7,411 $971K
Danske Bank A/S 0.00% Reduce -1.7% 7,398 $970K
Banque Cantonale Vaudoise 0.04% Add +19.1% 7,385 $969K
DRW Securities, LLC 0.05% New 7,385 $968K
Avity Investment Management Inc. 0.07% Reduce -6.9% 7,374 $967K
Midwest Professional Planners, LTD. 0.22% Add +3.3% 7,223 $947K
Syon Capital LLC 0.05% Add +1.7% 7,197 $943K
Seelaus Asset Management LLC 0.68% No change 7,175 $940K
Silver Oak Securities, Incorporated 0.07% Add +3.3% 7,141 $936K
Strategy Asset Managers LLC 0.15% New 7,105 $931K
King Luther Capital Management Corp. 0.00% Add +1.8% 7,091 $929K
Chicago Capital, LLC 0.02% Reduce -4.5% 7,055 $925K
White Pine Capital LLC 0.25% Add +2.0% 7,054 $925K
Marathon Strategic Advisors, LLC 0.66% No change 7,027 $921K
Checchi Capital Advisers, LLC 0.06% Add +7.4% 6,985 $916K
Siemens Fonds Invest GmbH 0.05% Add +0.4% 6,972 $914K
1834 Investment Advisors Co. 0.11% Reduce -11.7% 6,951 $911K
Peddock Capital Advisors, LLC 0.20% No change 6,925 $908K
Simplicity Wealth,LLC 0.05% Add +4.9% 6,912 $906K
Caerus Investment Advisors, LLC 0.38% Reduce -12.0% 6,901 $905K
Graves Light Lenhart Wealth, Inc. 0.09% No change 6,870 $900K
Himension Capital (singapore) Pte. LTD. 0.07% New 6,833 $896K
Secure Asset Management, LLC 0.14% Reduce -3.8% 6,818 $894K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -3.8% 6,800 $891K
Bridgewater Advisors Inc. 0.05% Add +2.0% 7,024 $891K
First National Bank & Trust Co. of Newtown 0.19% Add +0.9% 6,771 $888K
A. D. Beadell Investment Counsel, Inc. 0.57% No change 6,760 $886K
Stableford Capital II LLC 0.33% New 6,725 $882K
Ashton Thomas Securities, LLC 0.11% Reduce -17.0% 6,719 $881K
Ti-Trust, Inc. 0.52% No change 6,713 $880K
R Squared Ltd 0.48% Add +5.4% 6,709 $879K
Powell Investment Advisors, LLC 0.30% No change 6,709 $879K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.7% 6,704 $879K
Ritholtz Wealth Management 0.02% Add +23.1% 6,698 $878K
KCM Investment Advisors LLC 0.03% Add +0.8% 6,697 $878K
Kuhn & Co Investment Counsel 0.56% Add +1.4% 6,663 $873K
Alpha Family Trust 0.42% No change 6,650 $872K
Great Valley Advisor Group, Inc. 0.02% Reduce -22.9% 6,633 $870K
Valeo Financial Advisors, LLC 0.02% Reduce -49.2% 6,628 $869K
Argyle Capital Management, LLC 0.28% No change 6,600 $865K
Dynamic Advisor Solutions LLC 0.03% Add +14.5% 6,568 $861K
Arvest Bank Trust Division 0.05% Add +3.0% 6,546 $858K
Journey Strategic Wealth LLC 0.02% Add +10.1% 6,527 $856K
Walleye Capital LLC 0.01% Add +1018.6% 6,499 $852K
NewEdge Wealth, LLC 0.01% Reduce -13.1% 6,485 $850K
Advisors Capital Management, LLC 0.01% Add +18.9% 6,484 $850K
Aaron Wealth Advisors LLC 0.05% Reduce -17.5% 6,475 $849K
Elevated Capital Advisors, LLC 0.21% Reduce -9.1% 6,448 $845K
VestGen Advisors, LLC 0.02% Add +49.1% 6,406 $845K
Harold Davidson & Associates Inc. 0.41% Reduce -2.5% 6,417 $841K
Fire Capital Management LLC 0.39% Add +8.4% 6,390 $838K
Bank & Trust Co 0.56% Reduce -1.0% 6,371 $835K
SeaCrest Wealth Management, LLC 0.09% Add +0.5% 6,325 $829K
EverSource Wealth Advisors, LLC 0.03% Add +5.0% 6,323 $829K
Frec Markets, Inc. 0.14% Add +70.1% 6,310 $827K
CWA Asset Management Group, LLC 0.03% Add +22.9% 6,252 $820K
Gibson Wealth Advisors LLC 0.55% No change 6,248 $819K
Neville Rodie & Shaw Inc. 0.06% No change 6,240 $818K
Trueblood Wealth Management, LLC 0.32% Reduce -10.3% 6,224 $816K
Composition Wealth, LLC 0.01% Add +2.8% 6,224 $816K
Centennial Wealth Advisory LLC 0.20% Add +14.9% 6,223 $816K
SBI Okasan Asset Management Co.Ltd. 0.03% Add +7.2% 6,215 $815K
Family Legacy, Inc. 0.24% Reduce -3.4% 6,179 $810K
Avidian Wealth Enterprises, LLC 0.03% Add +12.4% 6,163 $808K
McGlone Suttner Wealth Management, Inc. 0.11% Add +1.9% 6,149 $806K
111 Capital 0.20% Add +99.9% 6,138 $805K
Lanark Financial, Inc. 0.06% Reduce -0.9% 6,133 $804K
Advyzon Investment Management, LLC 0.07% Add +29.2% 6,066 $795K
Diversify Wealth Management, LLC 0.01% Add +153.7% 5,898 $793K
Kovack Advisors, Inc. 0.04% Reduce -1.9% 6,031 $793K
Mendel Money Management 0.33% Add +3.5% 6,002 $787K
FWL Investment Management, LLC 0.17% New 6,000 $786K
IFP Advisors, Inc 0.02% Reduce -65.5% 5,962 $781K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -7.1% 5,957 $781K
Daymark Wealth Partners, LLC 0.02% Reduce -11.3% 5,954 $781K
Blue Chip Partners, LLC 0.06% No change 5,951 $780K
Smart Money Group LLC 0.23% Add +0.2% 5,938 $778K
Wilmington Savings Fund Society, FSB 0.02% Add +47.1% 5,920 $776K
OneAscent Financial Services LLC 0.04% New 5,890 $772K
Bank Ozk 0.27% No change 5,867 $769K
Strategic Planning, Inc. 0.39% Add +0.8% 5,856 $768K
Garrison Point Advisors, LLC 0.35% No change 5,844 $766K
Cornerstone Advisory, LLC 0.07% Add +1.3% 5,831 $764K
Cornerstone Wealth Management, LLC 0.04% Reduce -7.1% 5,809 $761K
Platform Technology Partners 0.15% Add +12.1% 5,791 $759K
Independent Financial Group, LLC 0.02% Add +29.8% 5,782 $758K
First Manhattan Co. Llc. 0.00% Reduce -13.4% 5,763 $755K
LexAurum Advisors, LLC 0.10% — 5,753 $754K
Aull & Monroe Investment Management Corp 0.35% Add +18.3% 5,744 $753K
2UniFi Bank 0.36% Add +4.4% 5,742 $753K
W.H. Cornerstone Investments Inc. 0.47% Reduce -48.1% 5,738 $752K
GeoWealth Management, LLC 0.03% Add +120.8% 5,722 $750K
NorthCoast Asset Management LLC 0.02% Add +7.9% 5,666 $743K
Woodward Diversified Capital, LLC 0.34% Reduce -0.0% 5,551 $742K
City State Bank 0.19% No change 5,655 $741K
Next Capital Management LLC 0.22% Add +11.4% 5,652 $741K
Florida Trust Wealth Management Co 0.02% No change 5,652 $741K
Nixon Peabody Trust Co. 0.06% Add +5.3% 5,651 $741K
Birch Financial Group, LLC 0.43% Add +17.0% 5,644 $740K
YANKCOM Partnership 0.30% Reduce -2.7% 5,630 $738K
Fortress Financial Solutions, LLC 0.77% Add +8.8% 5,628 $738K
Ignite Planners, LLC 0.11% Add +11.0% 5,595 $734K
Indiana Trust & Investment Management Co 0.23% Reduce -3.2% 5,597 $734K
Avestar Capital, LLC 0.05% Add +4.1% 5,569 $730K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +853.7% 5,560 $729K
Cloverfields Capital Group, LP 0.24% Add +0.0% 5,553 $728K
Qsemble Capital Management, LP 0.06% New 5,549 $727K
4J Wealth Management LLC 0.41% No change 5,544 $727K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -5.0% 5,523 $724K
Marietta Investment Partners LLC 0.14% No change 5,510 $722K
Atwood & Palmer Inc. 0.04% No change 5,500 $721K
Cohen Klingenstein LLC 0.02% No change 5,500 $721K
Shulman DeMeo Asset Management LLC 0.15% Reduce -0.2% 5,492 $720K
Mather Group, Llc. 0.01% Add +3.6% 5,433 $712K
SouthState Bank Corp 0.03% No change 5,420 $710K
Transcend Capital Advisors, LLC 0.06% Add +33.6% 5,404 $708K
Sovereign Investment Advisors, LLC 0.15% New 5,399 $708K
Rexford Capital Inc. 0.50% Add +4.7% 5,386 $706K
Taylor Financial Group, Inc. 0.43% No change 5,376 $705K
Stock Yards Bank & Trust Co. 0.02% Add +11.9% 5,375 $705K
Modern Wealth Management, LLC 0.01% Add +8.4% 5,349 $704K
Atalanta Sosnoff Capital, LLC 0.01% Add +0.1% 5,335 $699K
Cascade Investment Group, Inc. 0.46% Add +1.0% 5,315 $697K
Barry Investment Advisors, LLC 0.15% Reduce -0.6% 5,309 $696K
Chicago Partners Investment Group LLC 0.02% Add +13.0% 5,271 $694K
Thompson David Blair 0.40% Add +158.8% 5,285 $693K
Donaldson Capital Management, LLC 0.02% Reduce -12.3% 5,280 $692K
Modera Wealth Management, LLC 0.01% Reduce -5.0% 5,271 $691K
Arista Wealth Management, LLC 0.08% Add +1.6% 5,255 $689K
BKM Wealth Management, LLC 0.25% Reduce -0.0% 5,243 $687K
Northcape Wealth Management, LLC 0.19% Add +0.3% 5,238 $687K
Prudent Man Advisors, LLC 0.21% Add +49.0% 5,237 $686K
MKT Advisors LLC 0.23% Reduce -17.8% 5,148 $684K
First Citizens Bank & Trust Co. 0.01% Reduce -89.9% 5,211 $683K
Fiduciary Alliance LLC 0.04% Add +0.1% 5,063 $680K
Cassaday & Co Wealth Management LLC 0.01% Reduce -8.1% 5,176 $678K
Townsquare Capital LLC 0.15% Add +1.8% 5,175 $678K
Eagle Strategies LLC 0.08% Reduce -8.1% 5,153 $675K
Advisory Alpha, LLC 0.02% Reduce -0.9% 5,142 $674K
Stratos Wealth Advisors, LLC 0.04% Add +2.4% 5,133 $673K
WealthPlan Investment Management, LLC 0.04% Add +2.9% 5,089 $667K
Cigna Investments Inc. 0.10% Reduce -1.6% 5,088 $667K
Aberdeen Wealth Management LLC 0.30% No change 5,058 $663K
Summit Financial Strategies, Inc. 0.05% No change 5,054 $662K
49 Wealth Management, LLC 0.05% Add +1.5% 5,044 $661K
Procyon Advisors, LLC 0.03% Add +19.5% 5,012 $657K
High Net Worth Advisory Group LLC 0.15% No change 5,003 $656K
Tower Bridge Advisors 0.06% No change 4,975 $652K
Spirepoint Private Client, LLC 0.06% Add +2.3% 4,967 $651K
44 Wealth Management LLC 0.23% Add +0.4% 4,946 $648K
Hexagon Capital Partners LLC 0.09% New 4,940 $648K
Kavar Capital Partners Group, LLC 0.08% No change 4,930 $646K
SVB Wealth LLC 0.04% Reduce -62.7% 4,921 $645K
Everhart Financial Group, Inc. 0.05% Reduce -33.0% 4,920 $645K
High Point Wealth Management, LLC 0.64% Add +0.2% 4,917 $645K
SageView Advisory Group, LLC 0.02% Reduce -19.4% 4,842 $635K
BIP Wealth, LLC 0.03% Add +9.5% 4,820 $632K
Northwest Bancshares, Inc. 0.13% No change 4,812 $631K
Franklin Street Advisors Inc. 0.04% Add +0.7% 4,793 $628K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -23.3% 4,792 $628K
Radnor Capital Management, LLC 0.09% No change 4,789 $628K
Cohen Investment Advisors LLC 0.30% Add +2.0% 4,773 $626K
Southland Equity Partners LLC 0.12% Reduce -0.6% 4,771 $625K
Fulton Breakefield Broenniman LLC 0.04% Reduce -4.0% 4,770 $625K
Fee-Only Financial Planning, L.C. 0.38% No change 4,769 $625K
Rossmore Private Capital 0.05% Reduce -0.9% 4,754 $623K
Kathmere Capital Management, LLC 0.04% New 4,744 $622K
Addison Advisors LLC 0.14% No change 4,740 $621K
Gladstone Institutional Advisory LLC 0.02% Add +1.0% 4,714 $618K
Rockport Wealth LLC 0.11% No change 4,699 $616K
Affinity Investment Advisors, LLC 0.38% Add +8.6% 4,671 $612K
Pinnacle West Asset Management, Inc. 0.42% Reduce -2.3% 4,665 $611K
Community Trust & Investment Co. 0.03% No change 4,653 $610K
Wealth Enhancement Trust Services, Inc. 0.07% Add +0.2% 4,631 $607K
Northside Capital Management, LLC 0.05% No change 4,600 $603K
Integrated Advisors Network LLC 0.03% Reduce -81.4% 4,593 $602K
Dearborn Partners LLC 0.03% Reduce -3.6% 4,576 $600K
Investment House LLC 0.03% Reduce -7.6% 4,566 $599K
Hilltop Holdings Inc. 0.05% Add +53.1% 4,564 $598K
Institute for Wealth Management, LLC. 0.06% Add +2.9% 4,558 $597K
Quantum Portfolio Management LLC 0.26% New 4,549 $596K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -3.8% 4,526 $593K
Spectrum Strategic Capital Management, LLC 0.32% Add +2.5% 4,517 $592K
Jacobi Capital Management LLC 0.03% Add +3.5% 4,510 $591K
GC Wealth Management RIA, LLC 0.02% Reduce -16.8% 4,507 $591K
Steadtrust LLC 0.33% Reduce -3.2% 4,500 $590K
Virtue Capital Management, LLC 0.09% Add +10.3% 4,492 $589K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.4% 4,481 $587K
Sowell Financial Services LLC 0.02% Add +3.9% 4,471 $586K
Cornell Pochily Investment Advisors, Inc. 0.17% Reduce -7.3% 4,468 $586K
Endeavor Private Wealth, Inc. 0.17% Reduce -15.2% 4,459 $585K
HF Advisory Group, LLC 0.20% Add +1.6% 4,448 $583K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -0.3% 4,431 $581K
Focus Financial Network, Inc. 0.02% Reduce -11.5% 4,427 $580K
Intrua Financial, LLC 0.06% Reduce -13.3% 4,419 $579K
Essex Bank 0.13% Reduce -1.3% 4,417 $579K
Welch & Forbes LLC 0.01% Reduce -2.2% 4,405 $577K
Blue Trust, Inc. 0.01% Reduce -8.9% 4,380 $574K
Innovative Asset Advisors Group, LLC 0.33% — 573,369 $573K
Finward Bancorp 0.46% Reduce -0.9% 4,372 $573K
Gilbert & Cook, Inc. 0.07% Add +2.3% 4,363 $572K
Davis Investment Partners, LLC 0.20% Reduce -4.4% 4,362 $572K
Sterling Wealth Management, Inc. 0.16% No change 4,361 $572K
Moneta Group Investment Advisors LLC 0.00% Add +9.6% 4,352 $570K
Personal Cfo Solutions, LLC 0.08% Add +21.8% 4,326 $567K
Monetary Management Group Inc. 0.14% No change 4,320 $566K
Bridges Investment Management Inc. 0.01% Reduce -2.3% 4,320 $566K
Gibbs Wealth Management 0.07% Add +48.2% 4,313 $565K
Baldwin Wealth Partners LLC 0.04% New 4,305 $564K
Panagora Asset Management Inc. 0.00% Add +29.2% 4,274 $560K
Kintra Wealth, LLC 0.04% Add +39.2% 4,262 $559K
Heritage Wealth Management, Inc. 0.28% Add +12.1% 4,260 $558K
Arvest Investments, Inc. 0.08% Reduce -2.4% 4,252 $557K
Anchor Investment Management, LLC 0.05% No change 4,235 $555K
Vigilare Wealth Management 0.19% Reduce -3.3% 4,229 $554K
Stanley-Laman Group, Ltd. 0.07% No change 4,227 $554K
Leonteq Securities AG 0.03% Reduce -20.7% 4,218 $553K
Nilsine Partners, LLC 0.04% Add +2.5% 4,071 $550K
Waycross Partners, LLC 0.05% No change 4,180 $548K
Calton & Associates, Inc. 0.08% Reduce -67.6% 4,177 $547K
Capital Investment Advisory Services, LLC 0.04% Add +5.8% 4,167 $546K
Redmond Asset Management, LLC 0.15% Add +39.5% 4,164 $546K
Cidel Asset Management Inc. 0.03% Add +17.3% 4,165 $546K
Creative Financial Designs Inc. 0.03% Add +9.8% 4,151 $544K
Ironwood Investment Counsel, LLC 0.08% Reduce -13.5% 4,141 $543K
J2 Capital Management Inc 0.37% Add +2.0% 4,099 $537K
LMG Wealth Partners, LLC 0.10% No change 4,096 $537K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -13.8% 4,089 $536K
Cannell & Spears LLC 0.01% Add +11.1% 4,082 $535K
Parkside Financial Bank & Trust 0.04% Reduce -22.9% 4,081 $535K
Columbia Bank 0.15% Reduce -7.0% 4,051 $531K
Dagco, Inc. 0.12% Add +0.1% 4,047 $531K
Mattern Wealth Management LLC 0.10% No change 4,042 $530K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $530K
St Germain D J Co. Inc. 0.02% Reduce -5.9% 4,037 $529K
Tred Avon Family Wealth, LLC 0.18% No change 4,033 $529K
Avantax Planning Partners, Inc. 0.01% Add +3.4% 4,031 $528K
Aristotle Atlantic Partners, LLC 0.02% New 4,000 $524K
Journey Retirement Planning & Investment Management LLC 0.46% Reduce -69.8% 3,989 $523K
Providence First Trust Co 0.18% Reduce -13.4% 3,982 $522K
BCS Wealth Management 0.11% Reduce -50.0% 3,975 $521K
Caldwell Trust Co 0.05% Add +0.1% 3,963 $519K
City Holding Co. 0.06% Reduce -7.6% 3,960 $519K
RFG Advisory, LLC 0.01% Add +17.0% 3,959 $519K
Asset One Wealth Management LLC 0.06% New 3,921 $517K
Joel Isaacson & Co., LLC 0.02% Reduce -2.0% 3,925 $514K
Excalibur Management Corp. 0.18% Reduce -1.4% 3,903 $512K
Northeast Investment Management 0.02% No change 3,901 $511K
Sky Investment Group LLC 0.09% Reduce -11.4% 3,890 $510K
Kera Capital Partners, Inc. 0.06% Add +0.1% 3,882 $509K
Interval Partners, LP 0.02% New 3,870 $507K
Brown Financial Advisors 0.19% Reduce -1.4% 3,869 $507K
Bedel Financial Consulting, Inc. 0.06% No change 3,867 $507K
MBL Wealth, LLC 0.04% Add +2.6% 3,864 $506K
Urban Wealth Management, LLC 0.52% Add +28.4% 3,857 $506K
Continuum Advisory, LLC 0.05% Reduce -3.5% 3,848 $504K
Krilogy Financial LLC 0.02% Reduce -9.5% 3,729 $502K
Agate Pass Investment Management, LLC 0.20% No change 3,825 $501K
Centennial Bank 0.18% No change 3,825 $501K
Charles Schwab Trust Co 0.03% Reduce -0.8% 3,810 $499K
Westco Advisory Services Inc. 0.32% No change 3,800 $498K
AlTi Global, Inc. 0.01% Add +5.6% 3,792 $497K
Beverly Hills Private Wealth, LLC 0.08% Add +4.5% 3,788 $496K
Worthington Financial Partners, LLC 0.43% Reduce -3.5% 3,779 $495K
Ranch Capital Advisors Inc. 0.18% No change 3,779 $495K
AdvisorNet Financial, Inc 0.03% Add +1.0% 3,775 $495K
Horizon Family Wealth, Inc. 0.26% Add +24.9% 3,763 $493K
Kennebec Savings Bank 0.44% Reduce -0.4% 3,756 $492K
PCM Encore, LLC 0.10% Add +8.2% 3,745 $491K
Patton Albertson Miller Group, LLC 0.06% Reduce -0.5% 3,733 $489K
Bay Rivers Group 0.20% New 3,725 $488K
Verity Asset Management, Inc. 0.20% Add +5.8% 3,724 $488K
Fulton Bank, N.A. 0.02% Reduce -74.7% 3,702 $485K
Balboa Wealth Partners 0.08% New 3,680 $482K
Gables Capital Management Inc. 0.20% Reduce -7.6% 3,668 $481K
L2 Asset Management, LLC 0.05% Add +19.1% 3,661 $480K
Aureus Asset Management, LLC 0.03% Reduce -3.1% 3,643 $478K
United Community Bank 0.16% Reduce -19.1% 3,627 $475K
Taylor Hoffman Capital Management LLC 0.15% No change 3,626 $475K
Supplemental Annuity Collective Trust of NJ 0.13% Reduce -63.8% 3,625 $475K
WBH Advisory Inc. 0.04% Reduce -0.4% 3,602 $474K
Kiley Juergens Wealth Management, LLC 0.08% New 3,609 $473K
Harbour Trust & Investment Management Co 0.05% No change 3,596 $471K
Abacus Planning Group, Inc. 0.06% Reduce -16.6% 3,584 $470K
71 West Capital Partners 0.02% Add +23.7% 3,583 $470K
Octavia Wealth Advisors, LLC 0.04% Add +87.9% 3,577 $469K
PlanVest Financial, Inc 0.36% — 3,572 $468K
FourThought Financial Partners, LLC 0.04% Reduce -7.7% 3,565 $467K
Concentric Capital Strategies, LP 0.04% New 3,560 $467K
OpenArc Corporate Advisory, LLC 0.01% Add +18.0% 3,553 $466K
Fruth Investment Management 0.12% Reduce -1.1% 3,540 $464K
International Assets Investment Management, LLC 0.03% Reduce -5.9% 3,497 $460K
Leavell Investment Management, Inc. 0.02% Reduce -0.9% 3,506 $460K
Mathes Company, Inc. 0.17% No change 3,500 $459K
Interactive Financial Advisors, Inc. 0.30% No change 3,500 $459K
Keel Point, LLC 0.03% Reduce -21.2% 3,481 $456K
E&G Advisors, LLC 0.10% No change 3,468 $455K
First National Bank Sioux Falls 0.12% No change 3,375 $454K
Waterloo Capital, L.P. 0.03% Reduce -5.0% 3,462 $454K
Angeles Wealth Management, LLC 0.02% Add +12.2% 3,455 $453K
Country Trust Bank 0.01% Reduce -0.3% 3,455 $453K
Fiduciary Financial Group, LLC 0.06% Reduce -4.6% 3,446 $452K
Evoke Wealth, LLC 0.01% Add +20.0% 3,439 $451K
Legacy Private Trust Co. 0.03% No change 3,436 $450K
CSS LLC 0.07% Reduce -34.7% 3,430 $450K
SC&H Financial Advisors, Inc. 0.07% Add +0.3% 3,428 $449K
Register Financial Advisors LLC 0.17% Add +0.1% 3,410 $447K
Turtle Creek Wealth Advisors, LLC 0.03% Add +11.7% 3,409 $447K
Plante Moran Financial Advisors, LLC 0.03% Add +4.5% 3,408 $447K
Vista Investment Partners Ii, LLC 0.20% Reduce -1.9% 3,403 $446K
Wulff, Hansen & Co. 0.45% No change 3,390 $444K
John G Ullman & Associates Inc. 0.06% No change 3,390 $444K
King Wealth Management Group 0.06% No change 3,391 $444K
Financial Advisors Network, Inc. 0.06% Add +0.9% 3,381 $443K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 3,379 $443K
3Chopt Investment Partners, LLC 0.10% Reduce -6.5% 3,360 $440K
McDonald Partners LLC 0.10% Reduce -5.6% 3,347 $439K
Strategic Wealth Partners, Ltd. 0.03% Add +3.4% 3,346 $439K
Alhambra Investment Management LLC 0.20% Reduce -3.2% 3,345 $438K
David J Yvars Group 0.24% No change 3,336 $437K
Knollwood Investment Advisory, LLC 0.04% No change 3,321 $435K
Glassy Mountain Advisors, Inc. 0.13% No change 3,312 $434K
Purpose Unlimited Inc. 0.02% New 3,302 $433K
Northstar Advisory Group, LLC 0.16% Add +42.6% 3,298 $432K
Stiles Financial Services Inc 0.13% Add +0.6% 3,295 $432K
Tulsa Wealth Advisors, INC 0.08% Reduce -19.4% 3,290 $431K
BLB&B Advisors, LLC 0.02% Add +5.3% 3,282 $430K
Code Waechter LLC 0.26% Reduce -27.5% 3,278 $430K
W Advisors, LLC 0.22% Reduce -0.1% 3,274 $429K
Morningstar Investment Management LLC 0.03% Reduce -9.7% 3,265 $428K
Impact Partnership Wealth, LLC 0.05% New 3,257 $427K
Copley Financial Group, Inc. 0.26% Reduce -7.2% 3,250 $426K
Fayez Sarofim & Co 0.00% No change 3,250 $426K
Novare Capital Management LLC 0.03% Add +1.9% 3,250 $426K
BCGM Wealth Management, LLC 0.11% No change 3,247 $426K
Lifeworks Advisors, LLC 0.05% Reduce -3.4% 3,238 $424K
Choate Investment Advisors 0.01% Add +0.3% 3,229 $423K
Legacy Financial Advisors, Inc. 0.06% Reduce -4.1% 3,220 $422K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -15.9% 3,216 $422K
Asahi Life Asset Management Co., LTD. 0.27% New 3,205 $420K
DMC Group, LLC 0.28% Add +2.7% 3,191 $418K
AlphaCore Capital LLC 0.01% Add +21.7% 3,191 $418K
Barnes Pettey Financial Advisors, LLC 0.18% No change 3,188 $418K
MJP Associates Inc. 0.05% Add +7.2% 3,175 $416K
Sepio Capital, LP 0.02% Add +1.1% 3,173 $416K
Great Diamond Partners, LLC 0.08% Add +0.2% 3,169 $415K
International Private Wealth Advisors LLC 0.25% Add +10.6% 3,160 $414K
Lathrop Investment Management Co. 0.08% No change 3,160 $414K
Cladis Investment Advisory, LLC 0.23% No change 3,158 $414K
Holderness Investments Co. 0.08% Add +7.2% 3,148 $413K
apricus wealth, LLC 0.20% No change 3,137 $411K
Channel Wealth LLC 0.10% Add +0.7% 3,135 $411K
Nicolet Bankshares Inc. 0.02% New 3,116 $410K
German American Bancorp, Inc. 0.04% Add +40.6% 3,122 $409K
Bantamac Capital, LLC 0.30% Add +4.0% 3,120 $409K
Delta Asset Management LLC 0.04% Add +0.8% 3,118 $409K
MQS Management LLC 0.28% New 3,117 $409K
Fund Advisors of America Inc 0.41% Add +0.7% 3,091 $405K
Sandbox Financial Partners, LLC 0.11% Add +0.0% 3,091 $405K
Cornerstone Select Advisors, LLC 0.25% Add +2.9% 3,089 $405K
Pure Financial Advisors, LLC 0.01% Add +26.6% 3,069 $402K
Advisory Resource Group 0.07% Add +0.0% 3,068 $402K
Sandro Wealth Management LLC 0.32% Add +3.4% 3,062 $401K
Bahl & Gaynor LLC 0.00% Reduce -3.2% 3,053 $400K
one8zero8, LLC 0.09% No change 3,040 $398K
Hohimer Wealth Management, LLC 0.05% Reduce -93.0% 3,036 $398K
Baker Avenue Asset Management, LP 0.01% Add +5.9% 3,034 $398K
Scissortail Wealth Management, LLC 0.08% New 3,030 $397K
Chesley Taft & Associates LLC 0.02% Reduce -0.8% 3,016 $395K
SHUTTLEWORTH & Co 0.36% No change 3,010 $395K
Boothbay Fund Management, LLC 0.01% Add +23.4% 3,008 $394K
PKS Advisory Services, LLC 0.09% Add +13.1% 2,984 $391K
Innova Wealth Partners 0.19% Reduce -0.8% 2,980 $391K
Quotient Wealth Partners, LLC 0.01% Reduce -7.1% 2,976 $390K
Clear Trail Advisors, LLC 0.06% No change 2,972 $390K
Freestone Capital Holdings, LLC 0.01% Add +43.4% 2,963 $388K
Marble Wealth, LLC 0.07% Reduce -23.9% 2,962 $388K
Drive Wealth Management, LLC 0.08% Add +1.5% 2,962 $388K
Hilltop National Bank 0.09% No change 2,952 $387K
FWG Holdings, LLC 0.15% Add +0.0% 2,921 $387K
Lebenthal Global Advisors, LLC 0.06% Add +0.4% 2,935 $385K
Tandem Investment Advisors, Inc. 0.02% New 2,924 $383K
Becker Capital Management Inc. 0.01% Reduce -1.0% 2,920 $383K
Single Point Partners, LLC 0.08% Reduce -0.8% 2,917 $382K
Quent Capital, LLC 0.03% Add +0.0% 2,916 $382K
Bogart Wealth, LLC 0.01% Add +2.9% 2,905 $381K
WealthShield Partners, LLC 0.04% Add +0.5% 2,902 $380K
Central Bank & Trust Co. 0.06% No change 2,900 $380K
Colonial Trust Advisors 0.03% No change 2,900 $380K
Clifford Swan Investment Counsel LLC 0.01% No change 2,900 $380K
Beaton Management Co. Inc. 0.17% Reduce -1.5% 2,891 $379K
Tradition Wealth Management, LLC 0.03% Add +10.3% 2,880 $377K
Juncture Wealth Strategies, LLC 0.13% Add +12.5% 2,879 $377K
McKinney Capital Management, LLC 0.32% — 2,856 $374K
Douglas Lane & Associates, LLC 0.01% Add +1.3% 2,839 $372K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -1.6% 2,833 $371K
Bison Wealth, LLC 0.04% Add +0.3% 2,896 $371K
Corient IA LP 0.35% Reduce -19.4% 2,820 $370K
Clear Creek Financial Management, LLC 0.03% Reduce -1.2% 2,816 $369K
Storgate, LLC 0.29% Add +7.7% 2,810 $368K
Badgley Phelps Wealth Managers, LLC 0.01% Add +17.6% 2,808 $368K
Investment Advisory Services Inc. /TX 0.12% Add +3.9% 2,804 $368K
Chronos Wealth Management, LLC 0.18% No change 2,800 $367K
Valmark Advisers, Inc. 0.00% Add +41.1% 2,789 $366K
Versant Capital Management, Inc 0.04% Add +43.4% 2,787 $365K
Peoples Financial Services Corp. 0.17% No change 2,785 $365K
Financial Engines Advisors L.L.C. 0.00% Add +1.8% 2,784 $365K
Werba Rubin Papier Wealth Management 0.05% New 2,781 $364K
Diversified Enterprises, LLC 0.02% Add +2.4% 2,781 $364K
BDFS Capital LLC 0.18% Add +2.4% 2,775 $364K
Flatrock Wealth Partners LLC 0.16% Add +23.2% 2,773 $363K
McDonough Capital Management, Inc 0.20% Reduce -0.5% 2,771 $363K
Widmann Financial Services, Inc. 0.22% No change 2,771 $363K
Investor's Fiduciary Advisor Network, LLC 0.11% New 2,772 $363K
DGS Capital Management, LLC 0.06% Add +28.6% 2,764 $362K
Townsend Asset Management Corp. /NC/ 0.13% Add +19.7% 2,762 $362K
Pines Wealth Management, LLC 0.12% Reduce -14.4% 2,751 $361K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +9.6% 2,742 $359K
Curi Capital, LLC 0.01% Reduce -28.9% 2,742 $359K
Powers Advisory Group, LLC 0.13% Add +4.5% 2,741 $359K
Parallax Volatility Advisers, L.P. 0.02% Reduce -89.9% 2,721 $359K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.4% 2,734 $358K
Capital Squared Financial LLC 0.27% Add +17.1% 2,727 $357K
Indivisible Partners 0.03% Add +40.9% 2,727 $357K
Balefire, LLC 0.07% Add +2.0% 2,721 $357K
Claris Financial LLC 0.20% Add +0.4% 2,720 $357K
Portfolio Design Labs, LLC 0.06% New 2,716 $356K
Canal Capital Management, LLC 0.05% Add +0.3% 2,695 $353K
Pinion Investment Advisors, LLC 0.08% Reduce -3.8% 2,693 $353K
Raleigh Capital Management Inc. 0.12% Reduce -77.2% 2,686 $352K
Carroll Advisory Group, LLC 0.14% No change 2,681 $351K
Aegis Wealth Management LLC 0.20% Reduce -6.5% 2,666 $349K
Gilman Hill Asset Management, LLC 0.05% No change 2,660 $349K
FSA Advisors, Inc. 0.23% New 2,658 $348K
Peoples Bank 0.35% Reduce -0.0% 2,656 $348K
Latitude Advisors, LLC 0.16% Reduce -14.5% 2,650 $347K
Asset Allocation & Management Company, LLC 0.13% No change 2,646 $347K
Jackson, Grant Investment Advisers, Inc. 0.12% Add +0.3% 2,645 $347K
Navigation Group, LLC 0.08% — 2,643 $346K
Opal Wealth Advisors, LLC 0.08% Reduce -15.1% 2,642 $346K
KPP Advisory Services LLC 0.05% Reduce -0.3% 2,639 $346K
Fiduciary Group, LLC 0.03% Reduce -4.2% 2,634 $345K
Shakespeare Wealth Management, LLC 0.08% No change 2,633 $345K
Smithfield Trust Co 0.01% Add +51.8% 2,624 $345K
JB Capital LLC 0.01% Reduce -1.9% 2,630 $345K
Kanawha Capital Management LLC 0.02% Add +4.0% 2,628 $345K
GDS Wealth Management 0.02% Reduce -14.8% 2,626 $344K
Signature Estate & Investment Advisors LLC 0.01% New 2,625 $344K
Safeguard Investment Advisory Group, LLC 0.09% Reduce -3.9% 2,621 $344K
Miller Financial Services LLC 0.38% Reduce -0.2% 2,617 $343K
Stratos Investment Management, LLC 0.01% Add +2.6% 2,615 $343K
Altfest L J & Co. Inc. 0.04% Reduce -0.3% 2,614 $343K
Schulhoff & Co. Inc. 0.14% No change 2,595 $340K
Wealth Alliance, LLC 0.03% Reduce -69.8% 2,584 $339K
Sunbelt Securities, Inc. 0.02% Add +0.0% 2,580 $338K
MCF Advisors LLC 0.01% Add +10.5% 2,569 $337K
Venturi Wealth Management, LLC 0.02% Reduce -4.3% 2,560 $336K
North Dallas Bank & Trust Co. 0.23% Reduce -2.7% 2,551 $334K
Rockland Trust Co. 0.01% No change 2,551 $334K
Ingalls & Snyder LLC 0.01% Reduce -2.9% 2,535 $332K
IVC Wealth Advisors LLC 0.14% Add +8.2% 2,530 $332K
Cornerstone Wealth Group, LLC 0.02% New 2,514 $332K
Fortem Financial Group, LLC 0.08% Add +0.7% 2,528 $331K
Terril Brothers, Inc. 0.09% No change 2,525 $331K
Resonant Capital Advisors, LLC 0.02% Add +17.2% 2,521 $330K
Ewa, LLC 0.07% Reduce -4.4% 2,520 $330K
Mechanics Financial Corp 0.14% No change 2,515 $330K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -18.6% 2,513 $329K
Salomon & Ludwin, LLC 0.03% No change 2,479 $329K
Fidelis Capital Partners, LLC 0.02% Add +11.2% 2,503 $328K
Payden & Rygel 0.03% No change 2,500 $328K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -2.9% 2,501 $328K
XML Financial, LLC 0.03% Reduce -21.6% 2,500 $328K
Conning Inc. 0.01% Reduce -16.4% 2,489 $326K
Phoenix Wealth Advisors 0.13% No change 2,488 $326K
West Bancorporation Inc. 0.16% Reduce -4.5% 2,481 $325K
Global Trust Asset Management, LLC 0.12% New 2,472 $324K
Maia Wealth LLC 0.05% Add +0.6% 2,467 $323K
Associated Banc-Corp 0.01% No change 2,467 $323K
Symphony Financial, Ltd. Co. 0.04% Add +17.5% 2,470 $321K
Bullseye Investment Management, LLC 0.17% Reduce -0.7% 2,447 $321K
Zhang Financial LLC 0.01% New 2,436 $319K
United Asset Strategies, Inc. 0.03% Reduce -0.7% 2,433 $319K
GGM Financial LLC 0.15% Add +0.7% 2,431 $319K
Severin Investments, LLC 0.27% Reduce -14.1% 2,430 $319K
Financial Enhancement Group LLC 0.04% Add +3.3% 2,383 $319K
McIlrath & Eck, LLC 0.02% Reduce -13.6% 2,428 $318K
Forum Finance Group S.A. 0.17% — 3,000 $318K
Essential Partners LLC 0.11% Reduce -2.6% 2,395 $314K
Sapient Capital LLC 0.00% Add +5.9% 2,384 $312K
Laurel Oak Wealth Management, LLC 0.05% Reduce -36.3% 2,375 $311K
Coastal Bridge Advisors, LLC 0.02% Reduce -4.8% 2,368 $310K
Atlanta Consulting Group Advisors, LLC 0.07% Reduce -5.0% 2,363 $310K
Catalyst Financial Partners LLC 0.04% Add +11.8% 2,360 $309K
May Hill Capital, LLC 0.08% Add +0.4% 2,355 $309K
Voleon Capital Management LP 0.01% New 2,348 $308K
Tritonpoint Wealth, LLC 0.03% Add +0.1% 2,348 $308K
Koss-Olinger Consulting, LLC 0.03% Add +11.1% 2,346 $308K
Harbor Investment Advisory, LLC 0.02% Add +182.2% 2,345 $307K
Cozad Asset Management Inc. 0.02% Add +3.8% 2,338 $306K
Pinnacle Bancorp, Inc. 0.09% No change 2,336 $306K
WNY Asset Management, LLC 0.03% — 2,326 $305K
Accel Wealth Management 0.08% Reduce -1.6% 2,324 $305K
RiverFront Investment Group, LLC 0.00% Add +0.3% 2,322 $304K
Investment Research Partners LLC 0.12% No change 2,317 $304K
Sagewood Asset Management LP 0.10% New 2,313 $303K
Caldwell Sutter Capital, Inc. 0.12% Reduce -2.4% 2,312 $303K
Brian Low Financial Group, LLC 0.21% No change 2,305 $302K
Cornerstone Capital, Inc. 0.03% No change 2,300 $301K
Blue Fin Capital, Inc. 0.05% No change 2,298 $301K
Atlas Wealth LLC 0.12% Add +1.7% 2,291 $300K
Wealth Quarterback LLC 0.12% Add +0.4% 2,289 $300K
Ifrah Financial Services, Inc. 0.08% Reduce -2.2% 2,287 $300K
CVA Family Office, LLC 0.03% Add +12.0% 2,278 $299K
Journey Advisory Group, LLC 0.03% Add +1.5% 2,277 $298K
Affinity Capital Advisors, LLC 0.04% Reduce -4.5% 2,264 $297K
Sax Wealth Advisors, LLC 0.01% No change 2,564 $296K
New Perspectives, Inc 0.10% No change 2,250 $295K
TRB Wealth Management, LLC 0.04% — 2,250 $295K
Quest Investment Management LLC 0.03% Reduce -4.3% 2,249 $295K
Capula Management Ltd 0.00% New 2,247 $295K
Private Capital Advisors, Inc. 0.03% No change 2,241 $294K
Schmidt P J Investment Management Inc. 0.05% No change 2,234 $293K
Brendel Financial Advisors LLC 0.14% Reduce -31.0% 2,226 $292K
Hazlett, Burt & Watson, Inc. 0.09% Add +4.1% 2,227 $291K
Plimoth Trust Co. LLC 0.07% Add +25.4% 2,219 $291K
iSAM Funds (UK) Ltd 0.14% Reduce -91.9% 2,216 $290K
Security Financial Services, INC. 0.05% Add +5.0% 2,207 $289K
WASHINGTON TRUST Co 0.01% Reduce -1.5% 2,207 $289K
Legacy Solutions, LLC 0.27% Add +0.3% 2,206 $289K
Verus Financial Partners, Inc. 0.03% Add +0.1% 2,148 $289K
Optas, LLC 0.04% Add +25.1% 2,201 $289K
Central Pacific Bank - Trust Division 0.04% No change 2,200 $288K
Wayfinding Financial, LLC 0.13% Add +3.9% 2,200 $288K
BIT Capital GmbH 0.02% New 2,193 $287K
Nadler Financial Group, Inc. 0.03% New 2,186 $287K
Meridian Financial Advisors, LLC 0.16% Add +0.2% 2,185 $286K
West Family Investments, Inc. 0.10% Reduce -27.4% 2,183 $286K
Mayflower Financial Advisors, LLC 0.03% Add +12.9% 2,183 $286K
Avior Wealth Management, LLC 0.01% Add +6.2% 2,182 $286K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 2,177 $285K
WealthBridge Capital Management, LLC 0.07% Reduce -1.4% 2,170 $284K
Family Manage LLC 0.03% Reduce -7.4% 2,165 $284K
LCM Capital Management Inc 0.14% Add +2.5% 2,158 $283K
Good Steward Wealth Advisors,LLC 0.18% Reduce -2.4% 2,157 $283K
Magnolia Capital Management Ltd. 0.19% No change 2,155 $282K
Foster & Motley Inc. 0.01% Reduce -3.6% 2,148 $282K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,065 $281K
Richardson Financial Services Inc. 0.18% Reduce -2.1% 2,147 $281K
Bouchey Financial Group, Ltd. 0.02% Reduce -1.4% 2,050 $281K
Thoroughbred Financial Services, LLC 0.02% Add +14.4% 2,149 $281K
Alta Advisers Ltd 0.10% No change 2,139 $280K
Red Door Wealth Management, LLC 0.03% Add +4.6% 2,138 $280K
Bravera Wealth 0.13% Reduce -1.8% 2,126 $279K
Vista Capital Partners, Inc. 0.03% Add +12.3% 2,126 $279K
Alliance Wealth Advisors, LLC 0.06% Reduce -13.9% 2,123 $278K
Earned Wealth Advisors, LLC 0.02% Add +13.2% 2,120 $278K
LiftPoint Family Wealth Advisors LLC 0.23% Reduce -6.1% 2,116 $277K
Rockbridge Asset Management LLC 0.19% No change 2,116 $277K
Dougherty & Associates, LLC 0.25% Add +0.1% 2,113 $277K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,110 $277K
Cranbrook Wealth Management, LLC 0.06% No change 2,109 $276K
Clark Capital Management Group, Inc. 0.00% Add +17.4% 2,100 $275K
North Star Asset Management Inc. 0.01% Add +1.8% 2,098 $275K
Machina Capital S.A.S. 0.05% Reduce -89.7% 2,090 $274K
Integrity Alliance, Llc. 0.01% Add +16.3% 2,089 $274K
Trust Point Inc. 0.02% Reduce -27.0% 2,083 $273K
Balanced Wealth Group LLC 0.10% Add +6.0% 2,083 $273K
Everett Harris & Co. 0.00% Reduce -12.2% 2,079 $272K
Colonial Trust Co / SC 0.04% Reduce -7.8% 2,077 $272K
Concord Wealth Partners 0.04% Reduce -0.1% 2,069 $271K
VSM Wealth Advisory, LLC 0.08% Add +0.2% 2,068 $271K
Dumont & Blake Investment Advisors LLC 0.07% Reduce -1.3% 2,067 $271K
Krane Funds Advisors LLC 0.01% New 2,043 $271K
SYM FINANCIAL Corp 0.03% Add +3.5% 2,063 $270K
Fortitude Advisory Group L.L.C. 0.12% No change 2,062 $270K
Leslie Global Wealth, LLC 0.14% New 2,060 $270K
Trilogy Capital Inc. 0.01% Reduce -6.4% 2,060 $270K
William Allan Corp 0.16% Add +0.1% 2,057 $270K
Azimuth Capital Investment Management LLC 0.01% No change 2,050 $269K
Glass Jacobson Investment Advisors llc 0.09% No change 2,049 $269K
Barnes Wealth Management Group, Inc 0.14% Add +1.3% 2,047 $268K
Golden Reserve Retirement LLC 0.06% Reduce -26.4% 2,045 $268K
LVM Capital Management Ltd. 0.03% Add +7.6% 2,045 $268K
Waddell & Associates, LLC 0.02% Reduce -5.8% 2,043 $268K
HMV Wealth Advisors, LLC 0.13% New 2,042 $268K
Tortuga Wealth Management, Inc 0.25% New 2,039 $267K
Xxi Wealth, LLC 0.15% Reduce -25.8% 2,039 $267K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.4% 2,038 $267K
Titleist Asset Management, LLC 0.02% Add +10.4% 2,037 $267K
Wellington-Altus USA Inc. 0.16% Add +649.6% 1,949 $267K
Cornerstone Wealth, LLC 0.15% — 1,961 $266K
WealthTrust Asset Management, LLC 0.16% New 2,024 $265K
Robertson Stephens Wealth Management, LLC 0.01% Add +6.5% 2,021 $265K
Stevens Capital Management LP 0.04% Reduce -58.9% 2,016 $264K
Marco Investment Management LLC 0.02% No change 2,007 $263K
Astoria Portfolio Advisors LLC. 0.06% Add +18.1% 1,946 $263K
Evanson Asset Management, LLC 0.01% Add +0.5% 2,004 $263K
Win Advisors, Inc. 0.12% New 2,003 $263K
Hartford Financial Management Inc. 0.07% No change 2,000 $262K
Aries Wealth Management 0.06% No change 2,000 $262K
U S Global Investors Inc. 0.03% No change 2,000 $262K
Navellier & Associates Inc. 0.03% No change 2,000 $262K
Jain Global LLC 0.00% Reduce -98.2% 1,997 $262K
Quantum Financial Advisors, LLC 0.03% No change 1,994 $261K
Pallas Capital Advisors LLC 0.01% Add +0.3% 1,989 $261K
Signal Advisors Wealth, LLC 0.02% New 1,986 $260K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +8.1% 1,980 $260K
Fermata Advisors, LLC 0.06% New 1,980 $260K
Seamount Financial Group Inc. 0.12% Add +2.8% 1,979 $259K
Carson Advisory Inc. 0.13% No change 1,977 $259K
Independence Bank of Kentucky 0.03% Reduce -1.3% 1,967 $258K
Keudell/Morrison Wealth Management 0.05% Reduce -40.3% 1,962 $257K
Mosaic Family Wealth Partners, LLC 0.03% Add +0.2% 1,951 $256K
AA Financial Advisors, LLC 0.04% Add +0.5% 1,950 $256K
Tyche Wealth Partners LLC 0.04% Reduce -8.2% 1,948 $255K
Corecam AG 0.23% New 1,942 $255K
Financial Solutions Advisory Group, Inc. 0.04% — 1,941 $254K
Inspirion Wealth Advisors, LLC 0.03% No change 1,937 $254K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -29.1% 1,859 $253K
E Fund Management (Hong Kong) Co., Ltd. 0.12% Add +4.2% 1,930 $253K
FLC Capital Advisors 0.05% Reduce -0.1% 1,930 $253K
Dover Advisors, LLC 0.10% No change 1,925 $252K
Elyxium Wealth, LLC 0.08% Reduce -26.9% 1,921 $252K
Grove Bank & Trust 0.03% Reduce -5.7% 1,921 $252K
Occidental Asset Management, LLC 0.03% Reduce -1.2% 1,916 $251K
Moss Adams Wealth Advisors LLC 0.02% New 1,916 $251K
Forum Financial Management, LP 0.00% New 1,915 $251K
D'Orazio & Associates, Inc. 0.03% Add +8.4% 1,912 $251K
Avantra Family Wealth, Inc. 0.19% Reduce -45.4% 1,910 $250K
Bender Robert & Associates 0.06% New 1,900 $249K
Gsa Capital Partners LLP 0.02% New 1,896 $249K
Chelsea Counsel Co. 0.11% Add +57.3% 1,895 $248K
Hilton Head Capital Partners, LLC 0.14% Add +8.6% 1,894 $248K
Tuttle Capital Management, LLC 0.41% New 1,888 $247K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -1.1% 1,887 $247K
PFG Advisors 0.01% New 1,880 $246K
FAS Wealth Partners, Inc. 0.02% Add +3.8% 1,878 $246K
REAP Financial Group, LLC 0.05% Add +11.1% 1,877 $246K
Certuity, LLC 0.02% Reduce -12.8% 1,873 $245K
Oak Ridge Investments LLC 0.02% Reduce -6.8% 1,872 $245K
Element Wealth, LLC 0.10% Add +0.3% 1,870 $245K
Wealthstar Advisors, LLC 0.15% Reduce -88.0% 1,865 $245K
Warner Group LLC 0.16% Add +0.3% 1,865 $244K
Wealth Architects, LLC 0.02% No change 1,865 $244K
Manchester Capital Management LLC 0.04% Reduce -4.8% 1,863 $244K
Burling Wealth Partners, LLC 0.04% No change 1,863 $244K
Range Advisory, LLC 0.04% New 1,847 $242K
Northland Securities, Inc. 0.23% No change 1,845 $242K
LRI Investments, LLC 0.02% Add +404.9% 1,843 $242K
TCI Wealth Advisors, Inc. 0.01% Add +0.1% 1,835 $241K
Childress Capital Advisors, LLC 0.04% Add +1.9% 1,831 $240K
Fielder Capital Group LLC 0.05% Reduce -8.6% 1,829 $240K
Pacific Center for Financial Services 0.06% No change 1,825 $239K
Two Sigma Securities, LLC 0.03% New 1,825 $239K
LeConte Wealth Management, LLC 0.15% Add +1.1% 1,823 $239K
Sunflower Bank, N.A. 0.06% Add +0.8% 1,821 $239K
Ostrum Asset Management 0.01% Add +285.4% 1,819 $238K
Hills Bank & Trust Co 0.01% Reduce -4.8% 1,817 $238K
Annex Advisory Services, LLC 0.00% New 1,812 $237K
Facet Wealth, Inc. 0.00% New 1,809 $237K
CMG Global Holdings, LLC 0.11% Reduce -1.4% 1,805 $237K
Richwood Investment Advisors, LLC 0.18% Reduce -6.7% 1,803 $236K
tru Independence LLC 0.12% Reduce -2.9% 1,799 $236K
Icon Wealth Advisors, LLC 0.02% Reduce -32.2% 1,747 $235K
First American Trust, FSB 0.02% Add +2.5% 1,791 $235K
STAR Financial Bank 0.11% Reduce -0.6% 1,788 $234K
Gen-Wealth Partners Inc 0.07% Reduce -1.7% 1,787 $234K
Defiance ETFs, LLC 0.00% New 1,776 $233K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -0.7% 1,774 $233K
Buck Wealth Strategies, LLC 0.03% Reduce -13.6% 1,766 $231K
Pursuit Wealth Strategies, LLC 0.32% Reduce -0.5% 1,765 $231K
Riverwater Partners LLC 0.08% Reduce -1.8% 1,763 $231K
SLT Holdings LLC 0.16% Reduce -38.1% 1,763 $231K
Ridgeline Wealth, LLC 0.17% No change 1,761 $231K
Novem Group 0.03% No change 1,757 $230K
Canvas Wealth Advisors, LLC 0.04% Reduce -1.5% 1,753 $230K
LaSalle St. Investment Advisors, LLC 0.03% No change 1,748 $229K
Centiva Capital, LP 0.01% Add +280.4% 1,746 $229K
Index Technologies Group LLC 0.25% New 1,742 $228K
Cohen Capital Management, Inc. 0.04% No change 1,741 $228K
Elevatus Welath Management 0.12% New 1,740 $228K
Washington Trust Bank 0.02% New 1,734 $227K
First Merchants Corp. 0.01% Reduce -34.8% 1,733 $227K
Cromwell Holdings LLC 0.13% No change 1,731 $227K
Linscomb Wealth, Inc. 0.01% New 1,727 $226K
SmartHarvest Portfolios, LLC 0.09% Reduce -21.0% 1,725 $226K
Silver Oak Advisory Group, Inc. 0.10% New 1,725 $226K
Great Lakes Advisors, LLC 0.00% Reduce -6.7% 1,724 $226K
Rodgers Brothers Inc. 0.03% New 1,723 $226K
Kapstone Financial Advisors LLC 0.11% New 1,723 $226K
Westside Investment Management, Inc. 0.03% Reduce -4.0% 1,715 $225K
Foster Victor Wealth Advisors, LLC 0.01% New 1,663 $225K
Blue Capital, Inc. 0.15% New 1,709 $224K
Financial Consulate, Inc. 0.03% Add +0.5% 1,708 $224K
Convergence Financial, LLC 0.02% New 1,699 $223K
Aldebaran Financial Inc. 0.21% New 1,700 $223K
Griffin Asset Management, Inc. 0.03% New 1,700 $223K
Marble Harbor Investment Counsel, LLC 0.02% New 1,700 $223K
American National Bank & Trust 0.02% Add +234.1% 1,694 $222K
LCNB Corp. 0.07% New 1,693 $222K
Archford Capital Strategies, LLC 0.03% New 1,692 $222K
55 North Private Wealth, LLC 0.06% Reduce -34.9% 1,681 $220K
Main Street Financial Solutions, LLC 0.02% New 1,681 $220K
Wellington Shields Capital Management, LLC 0.03% No change 1,680 $220K
CRA Financial Services, LLC 0.03% New 1,679 $220K
MFA Wealth Services 0.15% New 1,677 $220K
Drucker Wealth 3.0, LLC 0.04% Reduce -6.1% 1,677 $220K
Greenwood Gearhart LLC 0.01% New 1,673 $219K
Bank of Hawaii 0.01% Reduce -35.0% 1,673 $219K
Breakwater Capital Group 0.03% New 1,667 $219K
Heritage Wealth Advisors 0.01% Add +4.7% 1,662 $218K
TRUE Private Wealth Advisors 0.02% New 1,659 $217K
Bluespring Wealth Management, LLC 0.02% New 1,657 $217K
Heritage Trust Co 0.02% Reduce -15.8% 1,657 $217K
KLCM Advisors, Inc. 0.02% New 1,656 $217K
Zullo Investment Group, Inc. 0.08% New 1,650 $216K
Thomas Story & Son LLC 0.08% New 1,650 $216K
Lafayette Investments, Inc. 0.04% New 1,650 $216K
Clearwave Capital, LLC 0.15% New 1,649 $216K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -7.5% 1,646 $216K
MTM Investment Management, LLC 0.07% Reduce -19.3% 1,642 $215K
Sivia Capital Partners, LLC 0.04% Reduce -76.2% 1,641 $215K
Wealth Management Associates, Inc. 0.07% New 1,638 $215K
Greatmark Investment Partners, Inc. 0.03% Reduce -23.4% 1,638 $215K
Visionary Wealth Advisors 0.01% New 1,631 $214K
First Growth Capital LLC 0.19% New 1,620 $213K
RFG - Bristol Wealth Advisors, LLC 0.06% New 1,627 $213K
Master's Wealth Management Inc. 0.07% New 1,621 $212K
Northwest Wealth Management, LLC 0.03% New 1,617 $212K
Stonekeep Investments, LLC 0.14% New 1,615 $212K
Ridgecrest Wealth Partners, LLC 0.12% New 1,613 $211K
Traveka Wealth, LLC 0.08% Reduce -12.8% 1,612 $211K
Duncan Williams Asset Management, LLC 0.06% New 1,611 $211K
JNBA Financial Advisors 0.02% No change 1,609 $211K
Leisure Capital Management 0.07% New 1,607 $211K
Beirne Wealth Consulting Services, LLC 0.06% New 1,605 $210K
Paragon Private Wealth Management, LLC 0.07% New 1,604 $210K
PMG Family Office LLC 0.23% New 1,603 $210K
Godshalk Welsh Capital Management, Inc. 0.12% New 1,600 $210K
Manhattan West Asset Management, LLC 0.04% New 1,598 $209K
First Nebraska Trust Co 0.02% New 1,598 $209K
FSM Wealth Advisors, LLC 0.03% New 1,596 $209K
Symmetry Partners, LLC 0.01% New 1,593 $209K
bLong Financial, LLC 0.16% New 1,590 $208K
Lighthouse Investment Partners, LLC 0.01% New 1,590 $208K
Prelude Capital Management, LLC 0.02% Reduce -41.9% 1,584 $208K
Brooks, Moore & Associates, Inc. 0.10% New 1,583 $208K
Keebeck Wealth Management 0.02% New 1,575 $206K
Global Wealth Management Investment Advisory, Inc. 0.03% New 1,569 $206K
OMNI 360 Wealth, Inc. 0.11% New 1,555 $204K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -43.9% 1,538 $204K
Mindset Wealth Management, LLC 0.05% New 1,553 $204K
Ipswich Investment Management Co., Inc. 0.05% New 1,550 $203K
Tranquility Partners, LLC 0.08% New 1,545 $203K
EntryPoint Capital, LLC 0.06% New 1,543 $202K
Realta Investment Advisors 0.07% New 1,542 $202K
OLIO Financial Planning 0.06% New 1,540 $202K
KRS Capital Management, LLC 0.12% New 1,538 $202K
Huntleigh Advisors, Inc. 0.03% New 1,536 $201K
Brick & Kyle, Associates 0.07% New 1,529 $200K
Zinnia Wealth Advisory, LLC 0.22% New 1,527 $200K
Zions Bancorporation, National Association 0.01% Reduce -95.8% 1,526 $200K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +576.0% 1,521 $199K
Deseret Mutual Benefit Administrators 0.07% Add +80.9% 1,518 $199K
Rowlandmiller & Partners.adv 0.04% Add +14.5% 1,498 $196K
Montag A & Associates Inc. 0.01% Reduce -1.6% 1,495 $196K
Guinness Asset Management LTD 0.00% Add +60.4% 1,492 $196K
South Plains Financial, Inc. 0.11% Add +1.3% 1,483 $194K
CYBER HORNET ETFs LLC 0.13% Reduce -1.7% 1,472 $194K
Virtus Investment Advisers, LLC 0.05% Add +3.7% 1,471 $193K
Rosenberg Matthew Hamilton 0.04% No change 1,470 $193K
Global Assets Advisory, LLC 0.06% New 1,467 $192K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% Reduce -31.3% 1,455 $191K
Key Financial Inc 0.03% No change 1,444 $189K
Avalon Trust Co 0.01% No change 1,432 $188K
S.A. Mason LLC 0.07% No change 1,430 $187K
Princeton Global Asset Management LLC 0.03% Reduce -12.4% 1,414 $185K
LFA - Lugano Financial Advisors SA 0.09% No change 1,412 $185K
Tsfg, LLC 0.03% Add +0.1% 1,388 $182K
Southern Michigan Bank & Trust 0.07% — 1,383 $181K
Private Wealth Asset Management, LLC 0.02% Reduce -0.3% 1,381 $181K
Cohen & Steers, Inc. 0.00% No change 1,375 $180K
GHP Investment Advisors, Inc. 0.01% Reduce -25.0% 1,358 $178K
Centaurus Financial, Inc. 0.01% Reduce -20.5% 1,358 $178K
ESL Trust Services, LLC 0.03% No change 1,353 $177K
Keating Financial Advisory Services, Inc. 0.03% Reduce -5.7% 1,332 $175K
Dakota Community Bank & Trust NA 0.59% Reduce -2.5% 1,332 $175K
Nvest Wealth Strategies, Inc. 0.12% Add +0.1% 1,310 $172K
EFG International AG 0.00% New 1,302 $171K
Security National Bank 0.02% Add +2.1% 1,294 $170K
Acropolis Investment Management, LLC 0.01% New 1,293 $170K
Brown, Lisle/Cummings, Inc. 0.04% Add +0.3% 1,265 $166K
Tompkins Financial Corp. 0.01% No change 1,261 $165K
CrossGen Wealth, LLC 0.14% No change 1,250 $164K
Evelyn Partners Asset Management Ltd 0.04% No change 1,250 $164K
Optiver Holding B.V. 0.01% Reduce -49.4% 1,250 $164K
Blume Capital Management, Inc. 0.03% Reduce -1.0% 1,237 $162K
Tiaa Trust, National Association 0.01% Reduce -96.5% 1,231 $161K
Acima Private Wealth, LLC 0.05% No change 1,224 $160K
1620 Investment Advisors, Inc. 0.10% No change 1,181 $155K
Wall Street Financial Group, Inc. 0.09% New 1,181 $155K
Crewe Advisors LLC 0.01% Add +2.9% 1,175 $154K
Gilpin Wealth Management, LLC 0.12% No change 1,151 $151K
First Command Advisory Services, Inc. 0.00% Add +42.1% 1,130 $148K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -0.7% 1,109 $145K
Nemes Rush Group LLC 0.01% Reduce -15.9% 1,103 $145K
Frazier Financial Advisors, LLC 0.08% Reduce -4.7% 1,083 $142K
NFSG Corp 0.02% Reduce -13.0% 1,059 $139K
Perkins Coie Trust Co 0.03% No change 1,040 $136K
Avanza Fonder AB 0.00% Add +10.6% 1,040 $136K
Sterling Capital Management LLC 0.00% Reduce -98.1% 1,032 $135K
Dunhill Financial, LLC 0.03% Add +0.2% 1,031 $135K
Hughes Financial Services, LLC 0.02% Add +0.4% 1,013 $133K
Vision Retirement, LLC 0.04% Add +0.7% 1,012 $133K
LGT Financial Advisors LLC 0.67% Add +0.5% 1,002 $131K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +0.4% 1,002 $131K
SRH Advisors, LLC 0.04% No change 1,000 $131K
Trifecta Capital Advisors, LLC 0.02% No change 1,000 $131K
Resources Management Corp. /CT/ 0.02% No change 978 $128K
Oakworth Capital, Inc. 0.01% Reduce -5.2% 965 $126K
TFC Financial Management, Inc. 0.02% No change 951 $125K
Asset Planning,Inc 0.09% Add +718.3% 941 $123K
Duncker Streett & Co. Inc. 0.02% No change 941 $123K
TopTier Wealth Management, LLC 0.08% New 939 $123K
Root Financial Partners, LLC 0.01% Add +46.4% 934 $122K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -1.3% 913 $120K
Transamerica Financial Advisors, LLC 0.01% Add +155.8% 903 $118K
Towne Trust Company, N.A 0.04% No change 884 $116K
Bayforest Capital Ltd 0.13% Reduce -33.6% 867 $114K
SJS Investment Consulting Inc. 0.01% Reduce -35.0% 861 $113K
Wellington Shields & Co., LLC 0.03% No change 850 $111K
Coastline Trust Co 0.01% No change 846 $111K
Financial Freedom, LLC 0.06% No change 846 $111K
Blue Bell Private Wealth Management, LLC 0.02% No change 841 $110K
Beacon Investment Advisory Services, Inc. 0.00% New 825 $108K
Strategic Investment Advisors / MI 0.01% New 817 $107K
Crews Bank & Trust 0.02% No change 813 $107K
SHP Wealth Management 0.01% Add +11.4% 811 $106K
Ascentis Independent Advisors 0.01% New 804 $105K
Olistico Wealth, LLC 0.05% Reduce -32.2% 802 $105K
Capital Advisors, Ltd. LLC 0.01% No change 804 $105K
Sittner & Nelson, LLC 0.04% No change 794 $104K
Timothy G. Youngquist 2020 Irrevocable Trust 0.05% New 791 $104K
Basecamp Wealth Advisors LLC 0.02% No change 787 $103K
Loomis Sayles & Co. L P 0.00% Add +0.5% 784 $103K
IFS Advisors, LLC 0.05% Add +32.9% 759 $99K
First United Bank & Trust 0.03% No change 758 $99K
Monetary Solutions, Ltd 0.10% No change 750 $98K
Valley National Advisers Inc. 0.01% Add +1.2% 750 $98K
Cornerstone Planning Group LLC 0.01% Add +4.5% 713 $98K
Operose Advisors LLC 0.02% Add +32.6% 716 $94K
CNB Bank 0.04% Reduce -8.7% 704 $92K
Hurley Capital, LLC 0.05% No change 700 $92K
Fiduciary Advisors, Inc. 0.07% No change 687 $90K
Friedenthal Financial 0.04% New 677 $89K
Catalyst Capital Advisors LLC 0.00% Reduce -47.0% 672 $88K
SBI Securities Co., Ltd. 0.00% Reduce -8.7% 640 $84K
Graney & King, LLC 0.04% No change 634 $83K
Ameriflex Group, Inc. 0.04% Add +4723.1% 627 $82K
Aventura Private Wealth, LLC 0.03% No change 623 $82K
Bayban 0.07% No change 619 $81K
Bangor Savings Bank 0.01% Reduce -5.8% 612 $80K
Mascoma Wealth Management LLC 0.02% No change 611 $80K
Ascentis Wealth Management, LLC 0.02% Add +500.0% 600 $79K
DT Investment Partners, LLC 0.01% No change 593 $78K
Leo H. Evart, Inc. 0.07% — 590 $77K
Owl Creek Wealth Partners LLC 0.03% — 589 $77K
Barrett & Company, Inc. 0.03% No change 584 $77K
Provenance Wealth Advisors, LLC 0.01% No change 580 $76K
Horizon Bancorp Inc. 0.04% No change 576 $76K
Smallwood Wealth Investment Management, LLC 0.04% No change 550 $72K
Blueline Advisors LLC 0.06% Reduce -0.7% 546 $72K
CDKV Holdings LLC 0.06% No change 540 $71K
SOA Wealth Advisors, LLC. 0.01% Reduce -14.7% 539 $71K
Twin Peaks Wealth Advisors, LLC 0.02% New 533 $70K
Galaxy Digital Capital Management GP LLC 0.09% New 528 $69K
Axiom Investment Management LLC 0.05% — 522 $68K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -29.7% 520 $68K
Winthrop Capital Management, LLC 0.02% No change 513 $67K
McMillan Office, Inc. 0.01% No change 511 $67K
Hoese & Co LLP 0.05% No change 500 $66K
Piscataqua Savings Bank 0.05% No change 500 $66K
MidFirst Bank 0.01% Reduce -78.7% 499 $65K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% No change 493 $65K
Byrne Asset Management LLC 0.04% No change 490 $64K
GW&K Investment Management, LLC 0.00% Reduce -2.9% 473 $62K
Adirondack Trust Co. 0.02% No change 473 $62K
Reyes Financial Architecture, Inc. 0.05% No change 463 $61K
Corsicana & Co. 0.04% No change 555 $61K
Boyd Watterson Asset Management LLC 0.02% No change 460 $60K
Sound Income Strategies, LLC 0.00% Reduce -15.1% 451 $59K
S&T Bank 0.02% No change 449 $59K
Rossby Financial, LCC 0.01% Reduce -41.3% 443 $58K
Vanguard National Trust Co 0.00% — 429 $56K
Quest 10 Wealth Builders, Inc. 0.05% Add +16.0% 428 $56K
Nvwm, LLC 0.01% No change 423 $55K
Hanson & Doremus Investment Management 0.01% New 420 $55K
Steigerwald, Gordon & Koch Inc. 0.01% No change 416 $55K
Financial Avengers, Inc. 0.02% Reduce -18.0% 414 $54K
Evermay Wealth Management LLC 0.01% No change 410 $54K
Birchbrook, Inc. 0.03% No change 408 $54K
Lloyd Advisory Services, LLC. 0.02% Reduce -54.8% 402 $53K
Kingdom Financial Group LLC. 0.02% New 402 $53K
Peterson Wealth Management 0.03% New 400 $52K
Main Street Group, LTD 0.02% New 393 $51K
MV Capital Management, Inc. 0.01% Add +3.7% 391 $51K
Atlas Capital Advisors Inc. 0.01% Add +19.0% 389 $51K
Pingora Partners LLC 0.03% No change 385 $50K
True Wealth Design, LLC 0.01% Add +26.6% 385 $50K
TD Capital Management LLC 0.00% Add +0.8% 379 $50K
Dynamic Wealth Strategies, LLC 0.03% New 365 $48K
University of Texas/Texas Am Investment Management Co. 0.01% No change 365 $48K
Fourth Dimension Wealth, LLC 0.02% Add +0.6% 363 $48K
Godfrey Financial Associates, Inc. 0.04% No change 358 $47K
Cedar Mountain Advisors, LLC 0.01% Add +11.9% 356 $47K
Hickory Point Bank & Trust 0.03% New 354 $46K
Cypress Capital Management LLC (WY) 0.04% Reduce -96.3% 347 $45K
Midwest Capital Advisors, LLC 0.02% No change 345 $45K
Gleason Group, Inc. 0.00% New 345 $45K
Trust Co 0.00% Add +22.5% 327 $43K
Bullock Wealth Management Group 0.02% No change 325 $43K
Advocate Investing Services LLC 0.04% No change 321 $42K
Cornerstone Financial Management LLC 0.04% Add +527.5% 320 $42K
Aventus Investment Advisors, Inc. 0.04% No change 320 $42K
True Link Financial Advisors, LLC 0.00% New 315 $41K
High Note Wealth, LLC 0.01% Add +6.1% 312 $41K
Prosperity Bancshares Inc 0.03% No change 309 $41K
Pin Oak Investment Advisors Inc. 0.03% Reduce -25.4% 302 $40K
Legacy Wealth Managment, LLC 0.02% Add +31.6% 304 $40K
WPG Advisers, LLC 0.03% Add +132.6% 300 $39K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 300 $39K
Canton Hathaway, LLC 0.01% No change 300 $39K
Nalls Sherbakoff Group, LLC 0.03% No change 300 $39K
GoalVest Advisory LLC 0.01% Reduce -4.8% 298 $39K
Bruce G. Allen Investments, LLC 0.03% Add +52.4% 291 $38K
Burkett Financial Services, LLC 0.01% Add +0.7% 288 $38K
Covestor Ltd 0.03% Reduce -25.5% 280 $37K
Destiny Wealth Partners, LLC 0.00% New 277 $36K
Beacon Financial Strategies CORP 0.02% No change 275 $36K
O'Domhnaill Enterprises, Inc. 0.03% No change 273 $36K
Missouri Trust & Investment Co 0.01% Reduce -3.6% 270 $35K
First Community Trust NA 0.03% No change 266 $35K
Measured Wealth Private Client Group, LLC 0.01% No change 259 $34K
Beaird Harris Wealth Management, LLC 0.00% Reduce -55.6% 259 $34K
Ares Financial Consulting, LLC 0.03% Add +0.4% 258 $34K
JPL Wealth Management, LLC 0.01% New 253 $33K
Paladin Partners, LLC 0.02% No change 252 $33K
HHM Wealth Advisors, LLC 0.00% No change 249 $33K
Intentional Wealth Strategies, LLC 0.03% — 245 $32K
Asset Dedication, LLC 0.00% Reduce -38.0% 245 $32K
Glen Eagle Advisors, LLC 0.00% Add +0.4% 245 $32K
Signature Equity Partners, LLC 0.02% Reduce -72.0% 245 $32K
Ogorek Anthony Joseph /NY/ 0.01% No change 240 $31K
Acumen Wealth Advisors, LLC 0.01% No change 236 $31K
Union Savings Bank 0.01% No change 230 $30K
Dogwood Wealth Management LLC 0.01% Reduce -2.1% 230 $30K
Bell Investment Advisors, Inc 0.00% Add +5.7% 224 $29K
Imprint Wealth LLC 0.13% No change 223 $29K
Sarver Vrooman Wealth Advisors 0.02% No change 223 $29K
Highline Wealth Partners LLC 0.01% Reduce -8.4% 218 $29K
IMA Advisory Services, Inc. 0.00% Reduce -12.4% 218 $29K
Kemnay Advisory Services Inc. 0.00% Add +2.8% 217 $28K
Bank of New Hampshire 0.01% No change 205 $27K
Adkins Seale Capital Management LLC 0.03% No change 203 $27K
Physician Wealth Advisors, Inc. 0.00% Add +3.6% 201 $26K
Evolution Wealth Management Inc. 0.02% No change 201 $26K
Costello Asset Management, INC 0.01% Add +100.0% 200 $26K
Lavaca Capital LLC 0.00% No change 200 $26K
Magnolia Wealth Management, LLC 0.01% New 190 $25K
Flagship Wealth Advisors, LLC 0.01% Reduce -40.3% 240 $25K
Fairscale Capital, LLC 0.02% No change 183 $24K
Banque Transatlantique SA 0.00% No change 180 $24K
Washington Trust Advisors, Inc. 0.00% No change 180 $24K
Financial Management Professionals, Inc. 0.00% Add +7.2% 179 $23K
Tradewinds Capital Management, LLC 0.00% No change 176 $23K
Advantage Trust Co 0.01% No change 175 $23K
Founders Capital Management 0.01% No change 173 $23K
CGC Financial Services, LLC 0.01% Add +183.6% 173 $23K
Valued Wealth Advisors LLC 0.01% Add +32.6% 171 $22K
Triumph Capital Management 0.00% Add +21.6% 163 $21K
WealthCollab, LLC 0.01% No change 162 $21K
Fortitude Family Office, LLC 0.00% Add +78.0% 162 $21K
Rialto Wealth Management, LLC 0.00% Add +6.3% 152 $20K
Portus Wealth Advisors, LLC 0.02% New 150 $20K
Hara Capital LLC 0.01% No change 150 $20K
Marshall Investment Management, LLC 0.01% New 150 $20K
Arlington Trust Co LLC 0.00% Add +163.2% 150 $20K
Pacifica Partners Inc. 0.01% New 147 $19K
Ankerstar Wealth, LLC 0.02% Reduce -18.9% 146 $19K
Spurstone Advisory Services, LLC 0.31% No change 138 $18K
Lodestone Wealth Management LLC 0.01% No change 137 $18K
Financial Perspectives, Inc 0.01% No change 137 $18K
Webster Bank, N. A. 0.00% Reduce -57.2% 131 $17K
Vermillion Wealth Management, Inc. 0.01% Add +29.7% 131 $17K
Front Row Advisors LLC 0.01% No change 125 $16K
Prestige Wealth Management Group LLC 0.00% Reduce -32.1% 125 $16K
Fortis Group Advisors, LLC 0.00% No change 125 $16K
WFA of San Diego, LLC 0.01% No change 120 $16K
Retirement Wealth Solutions LLC 0.01% No change 119 $16K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -29.9% 115 $15K
Park Place Capital Corp 0.00% Reduce -94.7% 113 $15K
Estabrook Capital Management 0.00% Add +10.0% 110 $14K
Financial Network Wealth Advisors LLC 0.01% No change 109 $14K
J.Safra Asset Management Corp 0.00% No change 105 $14K
Roxbury Financial LLC 0.01% No change 102 $13K
Holos Integrated Wealth LLC 0.01% No change 100 $13K
Wilkerson Advisory Group LLC 0.00% Add +48.5% 101 $13K
Birchwood Financial Partners, Inc. 0.01% No change 101 $13K
Caitlin John, LLC 0.01% No change 100 $13K
Hager Investment Management Services, LLC 0.01% No change 100 $13K
Sachetta, LLC 0.01% No change 100 $13K
Kentucky Trust Co 0.01% No change 100 $13K
SWAN Capital LLC 0.00% No change 100 $13K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $13K
Strive Financial Group ,LLC 0.01% No change 96 $13K
Coston, McIsaac & Partners 0.00% No change 100 $13K
Avion Wealth 0.00% Reduce -76.7% 100 $13K
Roble, Belko & Company, Inc 0.00% No change 100 $13K
Wolff Wiese Magana LLC 0.01% Add +44.8% 97 $13K
MBM Wealth Consultants, LLC 0.00% New 97 $13K
Clayton Financial Group LLC 0.01% No change 93 $12K
Whipplewood Advisors, LLC 0.01% New 92 $12K
Raffa Wealth Management, LLC 0.00% Add +63.6% 90 $12K
Elevation Wealth Partners, LLC 0.00% No change 89 $12K
Guinness Atkinson Asset Management Inc 0.01% No change 88 $12K
Prudent Man Investment Management, Inc. 0.00% No change 100 $12K
New England Capital Financial Advisors LLC 0.00% No change 86 $11K
Alerus Financial NA 0.00% No change 86 $11K
General Partner, Inc. 0.01% No change 85 $11K
Aspect Partners, LLC 0.00% No change 82 $11K
Clearstead Trust, LLC 0.00% No change 82 $11K
Vision Financial Markets LLC 0.01% No change 80 $10K
Kozak & Associates, Inc. 0.00% Add +1.3% 78 $10K
Mosley Wealth Management 0.00% New 93 $10K
1248 Management, LLC 0.00% No change 75 $10K
NBT Bank, N.A. 0.00% No change 75 $10K
POM Investment Strategies, LLC 0.01% Add +25.4% 74 $10K
Kilter Group LLC 0.00% Add +21.3% 74 $10K
Morse Asset Management, Inc 0.00% Reduce -80.7% 74 $10K
Riverview Trust Co 0.01% No change 72 $9K
Clark Wealth Partners 0.01% Reduce -13.3% 72 $9K
Bare Financial Services, Inc 0.00% Add +12.9% 70 $9K
Scarborough Advisors, LLC 0.00% Add +27.3% 70 $9K
Westfuller Advisors, LLC 0.00% Reduce -11.5% 69 $9K
Thompson Investment Management, Inc. 0.00% Reduce -33.3% 68 $9K
Red Tortoise LLC 0.00% No change 67 $9K
McGuire Capital Advisors Inc. 0.01% Add +4.8% 66 $9K
Clean Yield Group 0.00% No change 66 $9K
Barnes Dennig Private Wealth Management LLC 0.01% No change 65 $9K
Bay Harbor Wealth Management, LLC 0.00% Add +43.2% 63 $8K
Stone House Investment Management, LLC 0.00% Add +16.7% 63 $8K
Rakuten Securities, Inc. 0.00% Reduce -72.5% 61 $8K
1 North Wealth Services LLC 0.00% No change 60 $8K
Hoey Investments, Inc. 0.00% Reduce -87.0% 60 $8K
Abound Wealth Management 0.00% No change 59 $8K
Investors Research Corp 0.00% No change 56 $7K
Greykasell Wealth Strategies, Inc. 0.00% New 54 $7K
Ulland Investment Advisors, LLC 0.01% No change 50 $7K
Millstone Evans Group, LLC 0.00% No change 53 $7K
Anfield Capital Management, LLC 0.00% Reduce -52.7% 53 $7K
Marquette Asset Management, LLC 0.00% No change 51 $7K
Curat Global, LLC 0.01% No change 50 $7K
Align Financial, LLC 0.00% Reduce -99.1% 50 $7K
Gill Capital Partners, LLC 0.00% New 50 $7K
West Branch Capital LLC 0.00% No change 50 $7K
Sankala Group LLC 0.01% No change 50 $7K
Principia Wealth Advisory, LLC 0.00% Add +17.9% 46 $6K
Activest Wealth Management 0.00% Reduce -78.8% 46 $6K
IMG Wealth Management, Inc. 0.00% Reduce -38.4% 45 $6K
Affinity Wealth LLC 0.00% No change 43 $6K
Private Wealth Management Group, LLC 0.00% Reduce -4.8% 40 $5K
Penserra Capital Management LLC 0.00% No change 45 $5K
United Financial Planning Group LLC 0.00% New 36 $5K
Global Wealth Strategies & Associates 0.00% No change 36 $5K
N.E.W. Advisory Services LLC 0.00% Add +89.5% 36 $5K
Mb, Levis & Associates, LLC 0.00% No change 36 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $4K
Medallion Wealth Advisors, LLC 0.00% No change 30 $4K
Proathlete Wealth Management LLC 0.00% No change 27 $4K
Vanguard Advisers Inc. 0.00% — 27 $4K
Investors Portfolio Services LLC 0.00% Add +42.1% 27 $3K
Rachor Investment Advisory Services, LLC 0.00% New 25 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 25 $3K
Manning & Napier Advisors LLC 0.00% Reduce -47.8% 24 $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% No change 23 $3K
Key Capital Management, INC 0.00% Add +425.0% 21 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -82.8% 20 $3K
Wealth Preservation Advisors, LLC 0.00% Reduce -70.3% 19 $2K
Y.D. More Investments Ltd 0.00% Reduce -97.8% 17 $2K
American Capital Advisory, LLC 0.00% Add +23.1% 16 $2K
Osbon Capital Management LLC 0.00% No change 16 $2K
Meramec Financial Planners, LLC 0.00% No change 15 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Toth Financial Advisory Corp. 0.00% Reduce -6.3% 15 $2K
Evergreen Advisors, LLC 0.00% New 15 $2K
1015 Capital Partners, LLC 0.00% Add +27.3% 14 $2K
Torren Management, LLC 0.00% Reduce -63.2% 14 $2K
Benson Wealth Management INC 0.00% No change 12 $2K
Quaker Wealth Management, LLC 0.00% Add +37.5% 11 $1K
Synergy Investment Management, LLC 0.00% New 11 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.6% 11 $1K
Basepoint Wealth LLC 0.00% Reduce -95.4% 11 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% No change 10 $1K
Davis Capital Management 0.00% No change 8 $1K
DecisionPoint Financial, LLC 0.00% Reduce -68.0% 8 $1K
Breakwater Investment Management 0.00% No change 5 $656
Sunrise Financial Services, LLC 0.00% No change 5 $655
Robinswood Financial LLC 0.00% New 4 $524
Redwood Park Advisors LLC 0.00% No change 3 $394
Arcadia Investment Management Corp. 0.00% No change 3 $394
Curio Wealth, LLC 0.00% New 3 $393
Inspire Investing, LLC 0.00% No change 2 $302
Caitong International Asset Management Co., Ltd 0.00% New 2 $262
3 Factor Indexing, LLC 0.00% — 1 $132
Murphy & Mullick Capital Management Corp 0.00% No change 1 $131
Napier Financial, LLC 0.00% New 1 $131

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