American Electric PowerAEP

13F holders, Q2 2026 (June 30)
1,986holders +47
141new positions
97sold out
12famous investors
$136.72avg. 13F price*

At the end of Q2 2026, 1,986 institutions reported holding American Electric Power (AEP) in their 13F filings, up 47 from Q1 2026. 141 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($7.0B), Vanguard Capital Management LLC ($4.9B) and State Street Corp. ($4.2B). 12 famous investors held it, including Peter Thiel (10.1% of Thiel Macro's portfolio), George Soros (1.8% of Soros Fund Management's portfolio) and Carl Icahn (0.7% of Icahn Capital's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions141$764.6M
Exits97$119.4M

All 13F filers, Q1 2026 → Q2 2026: 68,643,015 shares bought and 22,950,482 shares sold, net +45,692,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,986 holders

BlackRock, Inc. 0.10% Add +6.8% 51,024,057 $7.0B
Vanguard Capital Management LLC 0.10% Add +1.1% 35,529,471 $4.9B
State Street Corp. 0.12% Add +1.6% 30,783,142 $4.2B
Vanguard Portfolio Management LLC 0.14% Add +50.5% 23,492,086 $3.2B
Invesco Ltd. 0.21% Add +2.5% 19,527,874 $2.7B
Morgan Stanley 0.14% Add +31.0% 18,980,444 $2.6B
Geode Capital Management, LLC 0.10% Add +1.3% 14,404,302 $2.0B
Wellington Management Group LLP 0.33% Add +5.4% 13,872,005 $1.9B
Bank of America Corp. 0.11% Add +137.7% 12,269,851 $1.7B
Goldman Sachs Group Inc. 0.16% Add +112.9% 10,965,480 $1.5B
GQG Partners LLC 2.61% Reduce -31.7% 10,263,074 $1.4B
Ameriprise Financial Inc. 0.27% Add +7.3% 9,728,413 $1.3B
FMR LLC 0.06% Add +53.0% 9,302,934 $1.3B
Franklin Resources Inc. 0.28% Add +541.1% 9,148,318 $1.3B
Dodge & Cox 0.62% Reduce -0.8% 8,674,355 $1.2B
Barclays PLC 0.30% Reduce -34.1% 6,836,683 $935.3M
Royal Bank of Canada 0.14% Reduce -0.1% 5,991,251 $819.7M
Nuveen, LLC 0.19% Reduce -4.4% 5,729,832 $783.9M
Alliancebernstein L.P. 0.23% Add +2.2% 5,398,220 $707.6M
Legal & General Group Plc 0.14% Add +4.2% 4,975,065 $680.6M
Northern Trust Corp. 0.07% Reduce -0.5% 4,651,077 $636.3M
Millennium Management 0.43% Add +8.1% 4,488,072 $614.0M
Allspring Global Investments Holdings, LLC 0.94% Add +1.2% 4,545,122 $613.8M
Citigroup Inc. 0.28% Add +47.5% 4,363,855 $597.0M
Massachusetts Financial Services Co. 0.18% Reduce -7.0% 4,176,896 $572.6M
Wells Fargo & Company 0.10% Add +1.4% 3,996,112 $546.7M
Bank of New York Mellon Corp 0.08% Add +0.5% 3,621,775 $495.5M
Charles Schwab Investment Management Inc. 0.07% Add +1.6% 3,568,905 $488.3M
Envestnet Asset Management Inc. 0.10% Add +8.5% 3,243,607 $443.8M
Vanguard Fiduciary Trust Co. 0.09% Add +0.3% 3,055,155 $418.0M
Amundi 0.10% Add +14.2% 2,901,661 $397.0M
Pictet Asset Management Holding SA 0.36% Add +64.6% 2,778,462 $380.1M
JPMorgan Chase & Co. 0.02% Add +55.0% 2,493,480 $344.0M
Raymond James Financial Inc. 0.09% Add +3.8% 2,505,273 $342.7M
UBS Group AG 0.05% Add +29.1% 2,482,093 $339.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -24.3% 2,310,019 $316.0M
Mawer Investment Management Ltd. 2.12% Add +71.1% 2,283,858 $312.5M
Deutsche Bank AG 0.09% Reduce -10.2% 2,184,092 $298.8M
Jupiter Topco LLC 0.12% — 2,149,485 $294.1M
Mitsubishi UFJ Trust & Banking Corp 0.64% Add +1.9% 2,140,225 $292.8M
TD Asset Management Inc 0.25% Add +9.6% 2,116,926 $289.6M
HighTower Advisors, LLC 0.26% Add +0.0% 1,983,231 $271.3M
National Pension Service 0.17% Add +1.1% 1,970,769 $269.6M
Bank of Montreal 0.10% Reduce -2.1% 1,948,767 $266.6M
Dimensional Fund Advisors LP 0.05% Add +3.5% 1,855,418 $253.9M
ANTIPODES PARTNERS Ltd 4.26% Reduce -6.1% 1,699,356 $232.5M
Cohen & Steers, Inc. 0.37% Add +122999.5% 1,692,618 $231.6M
Bessemer Group Inc. 0.31% Add +0.0% 1,662,114 $227.4M
Point72 Asset Management 0.35% Add +155.7% 1,616,644 $221.2M
CBRE Investment Management Listed Real Assets LLC 2.97% Add +106.8% 1,554,554 $212.7M
Swiss National Bank 0.11% Reduce -2.2% 1,533,200 $209.8M
Capital Research Global Investors 0.03% Add +1.0% 1,506,641 $206.1M
Russell Investments Group, Ltd. 0.17% Add +4.0% 1,404,425 $192.1M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +1.6% 1,388,960 $190.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +8.5% 1,372,661 $187.8M
BNP Paribas Financial Markets 0.09% Add +64.6% 1,293,481 $177.0M
AQR Capital Management 0.06% Reduce -17.5% 1,291,088 $176.3M
Jennison Associates LLC 0.10% Add +158.7% 1,275,581 $174.5M
LPL Financial LLC 0.04% Add +10.0% 1,197,999 $163.9M
Huntington National Bank 1.05% Add +0.9% 1,187,294 $162.4M
Manufacturers Life Insurance Company, The 0.13% Reduce -1.7% 1,186,541 $162.3M
Chevy Chase Trust Holdings, LLC 0.41% Reduce -0.0% 1,172,080 $160.4M
Vanguard Global Advisers, LLC 0.07% Reduce -0.7% 1,171,664 $160.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.11% Add +13.5% 1,144,968 $156.6M
Johnson Investment Counsel Inc. 1.14% Reduce -1.9% 1,144,304 $156.6M
Stifel Financial Corp. 0.13% Add +11.1% 1,115,814 $152.7M
HSBC Holdings PLC 0.07% Add +22.9% 1,088,392 $149.2M
Sei Investments Co. 0.13% Reduce -23.1% 1,086,081 $148.6M
Adage Capital Partners Gp, L.L.C. 0.19% Add +37.5% 1,002,906 $137.2M
California Public Employees Retirement System 0.08% Reduce -16.9% 1,001,653 $137.0M
Reaves W H & Co. Inc. 2.06% Add +188.6% 994,697 $136.1M
Soroban Capital Partners LP 0.94% Reduce -14.3% 969,250 $132.6M
Crawford Investment Counsel Inc. 2.21% Reduce -4.5% 967,797 $132.4M
Victory Capital Management Inc. 0.07% Reduce -67.3% 963,375 $131.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.62% Reduce -1.8% 933,494 $127.7M
Energy Income Partners, LLC 1.98% Add +1.1% 919,858 $125.8M
Ferguson Wellman Capital Management, Inc. 1.51% Add +0.3% 903,792 $123.6M
Empower Advisory Group, LLC 0.29% Add +1.8% 883,476 $120.9M
Rhumbline Advisers 0.09% Add +0.9% 869,280 $118.9M
Epoch Investment Partners, Inc. 0.67% Reduce -4.3% 861,217 $117.8M
Duff & Phelps Investment Management Co. 1.03% Add +5.2% 801,532 $109.7M
Zacks Investment Management 0.77% Add +0.5% 795,130 $108.8M
T. Rowe Price Associates Inc. 0.01% Add +2.0% 782,933 $107.1M
Soros Fund Management 1.84% New 768,000 $105.1M
Commerce Bank 0.44% Add +3.0% 736,935 $100.8M
Qube Research & Technologies Ltd 0.11% Add +88.6% 729,507 $99.8M
Lazard Asset Management LLC 0.15% Add +2.6% 725,686 $99.3M
Captrust Financial Advisors 0.15% Reduce -0.5% 718,033 $98.2M
Natixis Advisors, LLC 0.11% Add +43.6% 701,541 $96.0M
M&T Bank Corp 0.27% Add +0.1% 672,853 $92.1M
Principal Financial Group Inc. 0.04% Reduce -1.9% 660,006 $90.3M
First Financial Bankshares Inc 1.68% Add +0.8% 657,656 $90.0M
Mackenzie Financial Corp. 0.09% Add +47.2% 648,949 $88.8M
California State Teachers Retirement System 0.08% Add +2.4% 632,795 $86.6M
Baird Financial Group, Inc. 0.12% Reduce -2.5% 625,314 $85.5M
Neuberger Berman Group LLC 0.06% Add +2.0% 615,589 $84.2M
Prudential Financial Inc. 0.09% Reduce -48.8% 608,987 $83.3M
First Trust Advisors LP 0.05% Reduce -59.3% 606,447 $83.0M
ProShare Advisors LLC 0.12% Reduce -22.8% 596,317 $81.6M
Eurizon Capital SGR S.p.A. 0.22% Add +6.5% 593,813 $81.4M
Gabelli Funds LLC 0.52% Reduce -0.8% 587,425 $80.4M
Jones Financial Companies LLLP 0.03% Add +55.3% 570,666 $79.1M
Jupiter Asset Management Ltd. 0.39% New 570,772 $78.1M
STRS Ohio 0.28% Add +5.3% 551,015 $75.4M
Vanguard Investments Australia, Ltd. 0.19% Add +4.6% 543,231 $74.3M
CIBC Bancorp USA Inc. 0.09% Add +25.1% 516,094 $70.6M
Burkehill Global Management, LP 2.57% New 500,000 $68.4M
Ghisallo Capital Management LLC 1.67% New 500,000 $68.4M
New York State Common Retirement Fund 0.09% Reduce -3.5% 498,687 $68.2M
Vaughan David Investments LLC 1.31% Reduce -0.1% 480,647 $65.8M
Nomura Asset Management Co. Ltd. 0.14% Reduce -4.6% 479,563 $65.6M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -5.4% 475,656 $65.1M
State Board of Administration of Florida Retirement System 0.11% Reduce -0.5% 469,014 $64.2M
Mariner, LLC 0.07% Reduce -8.0% 464,787 $63.6M
Bollard Group LLC 1.92% Add +9.7% 462,273 $63.2M
PNC Financial Services Group, Inc. 0.03% Reduce -3.8% 458,820 $62.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -4.4% 455,425 $62.3M
Quantinno Capital Management LP 0.07% Add +24.0% 454,031 $62.1M
Creative Planning 0.04% Add +13.3% 453,339 $62.0M
Hudson Bay Capital Management LP 0.33% Add +52.4% 450,653 $61.7M
Nomura Asset Management International Inc. 0.09% Reduce -18.2% 447,743 $61.3M
Icahn Capital 0.72% Reduce -63.9% 434,710 $59.5M
Rockefeller Capital Management L.P. 0.09% Add +16.7% 428,173 $58.6M
New York State Teachers Retirement System 0.11% Reduce -6.9% 427,498 $58.5M
Eastern Bank 0.89% Add +4.5% 424,212 $58.0M
Commerzbank Aktiengesellschaft 1.16% Reduce -5.5% 423,721 $58.0M
NEOS Investment Management LLC 0.21% Add +14.5% 421,913 $57.7M
Magellan Asset Management Ltd 1.26% Add +2.5% 413,164 $56.5M
Yaupon Capital Management LP 1.88% New 412,431 $56.4M
Scotia Capital Inc. 0.21% Add +2.6% 410,549 $56.2M
ExodusPoint Capital Management, LP 0.52% Add +29.0% 409,847 $56.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +8.1% 408,121 $55.8M
Fifth Third Bancorp 0.09% Reduce -1.1% 407,988 $55.8M
Seven Grand Managers, LLC 2.21% New 400,000 $54.7M
CIBC Asset Management Inc 0.12% Add +11.7% 397,756 $54.4M
Marshall Wace, LLP 0.05% Add +751.9% 396,968 $54.3M
Arrowstreet Capital, Limited Partnership 0.02% New 396,629 $54.3M
ZWJ Investment Counsel Inc. 1.74% Reduce -0.4% 392,706 $53.7M
Macquarie Group Ltd. 0.23% Add +6.7% 389,801 $53.3M
Nexus Investment Management ULC 6.92% Reduce -1.4% 388,079 $53.1M
Welch Group, LLC 1.80% Add +2.1% 384,533 $52.6M
Ceredex Value Advisors LLC 1.45% Add +95.5% 376,550 $51.5M
HITE Hedge Asset Management LLC 2.83% Add +15.3% 376,380 $51.5M
Gateway Investment Advisers LLC 0.51% Reduce -0.2% 374,864 $51.3M
AE Wealth Management LLC 0.24% Add +9.7% 371,977 $50.9M
Korea Investment CORP 0.10% Reduce -16.2% 369,078 $50.5M
Old Republic International Corp. 1.88% No change 367,100 $50.2M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +15.3% 357,930 $49.0M
National Bank of Canada 0.04% Add +57.3% 354,719 $48.5M
Ensign Peak Advisors, Inc 0.08% Add +7.3% 354,410 $48.5M
Federated Hermes, Inc. 0.07% Reduce -30.2% 354,125 $48.4M
Covalis Capital LLP 2.73% New 350,872 $48.0M
Verition Fund Management LLC 0.36% Add +46.3% 346,918 $47.5M
Voloridge Investment Management, LLC 0.19% New 334,121 $45.7M
Verbena Value LP 7.43% Add +10.1% 328,923 $45.0M
Tidal Investments LLC 0.11% Add +57.2% 317,890 $43.5M
Allianz Asset Management GmbH 0.04% Reduce -18.0% 315,929 $43.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% Add +304.8% 314,500 $43.0M
Credit Agricole S A 0.11% Add +410.9% 311,597 $42.6M
Thiel Macro 10.08% — 308,617 $42.2M
Tortoise Capital Advisors, L.L.C. 0.43% New 308,617 $42.2M
Cetera Investment Advisers 0.04% Add +6.3% 304,753 $41.7M
GW Henssler & Associates Ltd. 1.84% Reduce -0.0% 301,784 $41.3M
&partners 0.17% Add +7.2% 301,462 $41.3M
CANADA LIFE ASSURANCE Co 0.07% Add +1.1% 300,474 $41.0M
Freestone Grove Partners LP 0.27% Add +3561.7% 300,000 $41.0M
Regions Financial Corp. 0.24% Add +1.4% 291,290 $39.9M
State of Wisconsin Investment Board 0.08% Add +1.1% 289,246 $39.6M
Stack Financial Management, Inc 3.01% Add +0.0% 281,488 $38.5M
Treasurer of the State of North Carolina 0.10% Add +22.1% 279,560 $38.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -22.2% 276,591 $37.8M
Van Eck Associates Corp. 0.02% Add +23.2% 274,047 $37.5M
Cullen/Frost Bankers, Inc. 0.37% Add +3.0% 273,608 $37.4M
Asset Management One Co., Ltd. 0.09% Reduce -0.5% 264,249 $36.2M
Capital Fund Management S.A. 0.26% Reduce -31.4% 262,897 $36.0M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -16.8% 282,817 $35.9M
Tema ETFs LLC 1.15% Add +44.0% 260,961 $35.7M
D. E. Shaw & Co. 0.02% Add +512.1% 253,790 $34.7M
Osaic Holdings, Inc. 0.04% Add +14.7% 253,646 $34.7M
Citadel Advisors 0.02% Reduce -10.7% 252,250 $34.5M
Janney Montgomery Scott LLC 0.07% Add +4.5% 248,727 $34.0M
Truist Financial Corp. 0.04% Add +13.1% 248,363 $34.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.92% No change 240,766 $32.9M
American Century Companies Inc. 0.01% Add +2.4% 234,613 $32.1M
Commonwealth Equity Services, LLC 0.04% Reduce -0.9% 234,610 $32.1M
Public Employees Retirement System of Ohio 0.09% Reduce -3.5% 233,772 $32.0M
State of Tennessee, Department of Treasury 0.09% Reduce -1.6% 231,083 $31.6M
Guggenheim Capital LLC 0.20% Add +6.7% 229,243 $31.4M
SG Americas Securities, LLC 0.02% Reduce -31.7% 229,070 $31.3M
Investment Management Corp of Ontario 0.39% Add +17.2% 227,280 $31.1M
Northwest & Ethical Investments L.P. 0.70% Add +2.8% 220,649 $30.2M
Systematic Alpha Investments, LLC 0.80% No change 217,000 $29.7M
Daiwa Securities Group Inc. 0.07% Reduce -15.1% 212,161 $29.0M
Mercer Global Advisors Inc. 0.04% Add +8.5% 209,913 $28.7M
TD Waterhouse Canada Inc. 0.08% Add +15.6% 211,586 $28.6M
US Bancorp \de 0.03% Add +0.1% 208,156 $28.5M
Toronto Dominion Bank 0.05% Add +10.8% 204,045 $27.9M
Willis Investment Counsel 1.32% Reduce -0.3% 203,038 $27.8M
Aberdeen Group plc 0.04% Add +5.8% 201,988 $27.6M
Godsey & Gibb, Inc. 2.18% Add +1.1% 194,184 $26.6M
Cerity Partners LLC 0.03% Reduce -25.6% 190,823 $26.1M
Balyasny Asset Management L.P. 0.05% Add +543.1% 188,030 $25.7M
Cambridge Investment Research Advisors, Inc. 0.06% Add +2.3% 187,617 $25.7M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7.48% New 185,962 $25.4M
Waverly Advisors, LLC 0.15% Add +392.3% 185,178 $25.3M
Steward Partners Investment Advisory, LLC 0.13% Add +8.5% 182,456 $25.0M
MML Investors Services, LLC 0.05% Add +27.4% 182,155 $24.9M
State of New Jersey Common Pension Fund D 0.08% Reduce -6.1% 173,583 $23.7M
Arax Advisory Partners 0.16% Add +2035.1% 172,534 $23.6M
Alyeska Investment Group, L.P. 0.06% Add +17.2% 172,030 $23.5M
Teacher Retirement System of Texas 0.06% Add +41.1% 171,550 $23.5M
Rafferty Asset Management, LLC 0.05% Add +26.1% 169,412 $23.2M
Resona Asset Management Co.,Ltd. 0.11% Reduce -6.1% 166,220 $22.8M
QRG Capital Management, Inc. 0.18% Add +8.1% 163,903 $22.4M
Nissay Asset Management Corp. /Japan 0.09% Add +7.5% 161,304 $22.1M
IFM Investors Pty Ltd 0.15% Add +9.0% 161,026 $22.0M
Bridgewater Associates 0.09% Add +207.7% 159,591 $21.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -9.6% 159,026 $21.8M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -24.1% 158,325 $21.7M
Illinois Municipal Retirement Fund 0.24% Add +18.9% 156,083 $21.4M
Martingale Asset Management L P 0.50% Reduce -2.0% 155,495 $21.3M
Public Sector Pension Investment Board 0.06% Add +1.0% 155,363 $21.3M
Czech National Bank 0.12% Add +5.1% 154,873 $21.2M
O'shaughnessy Asset Management, LLC 0.10% Reduce -19.4% 154,673 $21.2M
Matrix Asset Advisors Inc. 1.72% Add +3.8% 154,488 $21.1M
Worldquant Millennium Advisors LLC 0.07% Add +18.4% 151,144 $20.7M
Arizona State Retirement System 0.10% Add +3.1% 150,828 $20.6M
Pinnacle Financial Partners, Inc. 0.14% Add +3.3% 148,066 $20.3M
Advisory Research Inc. 2.00% Add +4.1% 146,846 $20.1M
Capital Analysts, LLC 0.46% Add +1.2% 146,712 $20.1M
Randolph Co Inc 1.69% Add +0.2% 146,602 $20.1M
Allen Mooney & Barnes Investment Advisors LLC 2.97% Reduce -6.8% 142,926 $19.6M
State of Michigan Retirement System 0.08% Reduce -1.4% 139,358 $19.1M
Lighthouse Investment Partners, LLC 0.58% Add +8529.4% 137,207 $18.8M
Canada Pension Plan Investment Board 0.01% Reduce -40.1% 134,572 $18.4M
Silvercrest Asset Management Group LLC 0.12% Reduce -0.2% 133,747 $18.3M
Calamos Advisors LLC 0.09% Reduce -7.7% 132,750 $18.2M
Sequoia Financial Advisors, LLC 0.09% Add +4.0% 132,456 $18.1M
Heathbridge Capital Management Ltd. 6.16% Reduce -24.7% 131,600 $18.0M
Corient Private Wealth LP 0.02% Reduce -20.9% 131,046 $17.9M
Kestra Advisory Services, LLC 0.06% Reduce -6.3% 130,740 $17.9M
F&V Capital Management, LLC 3.29% Add +2.9% 130,598 $17.9M
Intech Investment Management LLC 0.16% Add +12.8% 128,976 $17.6M
BW Gestao de Investimentos Ltda. 0.42% Reduce -16.2% 128,353 $17.6M
Bokf, NA 0.24% Add +7.0% 128,246 $17.5M
Waters Parkerson & Co., LLC 0.86% Add +49.0% 128,150 $17.5M
Bank of Nova Scotia 0.03% Add +53.5% 127,904 $17.5M
Wealthfront Advisers LLC 0.03% Add +4.9% 126,353 $17.3M
Aventail Capital Group, LP 0.99% Reduce -45.9% 125,923 $17.2M
DekaBank Deutsche Girozentrale 0.03% No change 131,773 $17.1M
MetLife Investment Management, LLC 0.08% Reduce -1.4% 124,487 $17.0M
Haverford Trust Co 0.15% Reduce -1.3% 123,463 $16.9M
Edgemoor Investment Advisors, Inc. 1.16% Reduce 0.0% 123,349 $16.9M
Gradient Investments LLC 0.23% Add +0.8% 121,230 $16.6M
Mediolanum International Funds Ltd 0.14% Reduce -1.9% 119,433 $16.5M
Clarity Financial LLC 1.41% New 120,109 $16.4M
Woodline Partners LP 0.05% Add +12.3% 118,727 $16.2M
Stephens Inc. 0.18% Add +0.1% 116,856 $16.0M
Retirement Systems of Alabama 0.05% Reduce -0.5% 114,304 $15.6M
Vestcor Inc 0.38% Add +45.2% 112,918 $15.4M
GF Fund Management Co. LTD. 0.18% Reduce -2.1% 109,882 $15.0M
Acadian Asset Management LLC 0.02% Reduce -72.0% 109,802 $15.0M
Foster Victor Wealth Advisors, LLC 0.77% Add +6446.6% 108,870 $14.7M
Swiss Life Asset Management Ltd 0.06% Reduce -29.1% 107,090 $14.7M
Whittier Trust Co. 0.14% Add +5.6% 106,961 $14.5M
Voya Investment Management LLC 0.01% Add +0.7% 105,351 $14.4M
Van Lanschot Kempen Investment Management N.V. 0.11% Add +3.1% 104,665 $14.3M
Argent Trust Co 0.41% Reduce -1.5% 102,819 $14.1M
NewEdge Advisors, LLC 0.04% Add +32.8% 101,934 $13.9M
General American Investors Co. Inc. 0.83% No change 100,000 $13.7M
Empowered Funds, LLC 0.07% Add +6.5% 99,353 $13.6M
Andra AP-fonden 0.15% Add +37.3% 97,600 $13.4M
Union Bancaire Privee, UBP SA 0.15% Add +51.5% 107,049 $13.3M
Xponance LLC 0.08% Add +2.0% 95,384 $13.0M
Amalgamated Bank 0.09% Reduce -10.8% 94,986 $13.0M
Quadrature Capital Ltd 0.11% Add +713.7% 94,586 $12.9M
BTG Pactual Asset Management US LLC 0.97% Add +1.3% 94,224 $12.9M
First American Bank 0.72% Add +0.5% 93,824 $12.8M
Midwest Trust Co 0.14% Reduce -2.9% 93,418 $12.8M
Assenagon Asset Management S.A. 0.02% Reduce -91.9% 92,712 $12.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +14.7% 91,315 $12.5M
Gotham Asset Management 0.03% Add +11.2% 89,810 $12.3M
Vanguard Personalized Indexing Management, LLC 0.10% Add +3.3% 86,241 $11.8M
Cyndeo Wealth Partners, LLC 0.56% Add +4.0% 86,134 $11.8M
Moody LYNN Lieberson & Walker, LLC 0.62% Add +164.9% 85,654 $11.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +7.4% 85,612 $11.7M
Alberta Investment Management Corp 0.07% New 85,500 $11.7M
HUB Investment Partners, LLC 0.21% Add +16.2% 85,075 $11.6M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -2.1% 84,211 $11.5M
Sagefield Capital LP 0.85% Add +61.7% 84,085 $11.5M
Stolper Co 2.96% Add +3.4% 83,895 $11.5M
Atria Investments, Inc 0.11% Add +18.8% 83,365 $11.4M
Focus Partners Wealth 0.01% Reduce -8.7% 83,063 $11.4M
Sterling Capital Management LLC 0.19% Add +7915.1% 82,716 $11.3M
Utah Retirement Systems 0.11% Reduce -4.9% 82,685 $11.3M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -0.3% 82,327 $11.3M
Salem Investment Counselors Inc. 0.28% Add +1.2% 82,294 $11.3M
USS Investment Management Ltd 0.04% No change 81,975 $11.2M
Soltis Investment Advisors LLC 0.65% Add +6.6% 81,719 $11.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -38.3% 81,533 $11.2M
Glenmede Trust Co. NA 0.05% Reduce -1.2% 78,453 $10.7M
CCM Investment Advisers LLC 0.83% Add +122.9% 78,254 $10.7M
iA Global Asset Management Inc. 0.13% Add +4.3% 78,185 $10.7M
Merit Financial Group, LLC 0.07% Add +0.7% 77,844 $10.6M
Greenland Capital Management LP 2.26% Add +49.5% 76,954 $10.5M
Goelzer Investment Management, Inc. 0.45% Reduce -3.0% 75,863 $10.4M
Bellars Harris Wealth Management, LLC 2.11% — 75,847 $10.4M
New York Life Investment Management LLC 0.07% Add +0.8% 75,783 $10.4M
Lido Advisors, LLC 0.04% Add +34.3% 74,857 $10.2M
TrueMark Investments, LLC 1.28% Add +17.7% 74,758 $10.2M
Cibc World Market Inc. 0.02% Add +10.8% 74,727 $10.2M
Skba Capital Management LLC 1.68% Reduce -22.6% 74,540 $10.2M
Nomura Holdings Inc. 0.04% Add +361.6% 73,424 $10.0M
Pathstone Holdings, LLC 0.03% Add +6.6% 72,619 $10.0M
Pacer Advisors, Inc. 0.03% Add +33.6% 72,303 $9.9M
Opal Capital LLC 1.71% Add +14.9% 70,152 $9.6M
LSV Asset Management 0.02% Reduce -4.3% 69,190 $9.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Add +9.4% 68,920 $9.4M
Nykredit A/S 0.04% — 68,191 $9.3M
Integrated Wealth Concepts LLC 0.06% Add +76.8% 68,057 $9.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.3% 67,919 $9.3M
Oppenheimer Asset Management Inc. 0.10% Add +6.5% 67,385 $9.2M
Yousif Capital Management, LLC 0.10% Reduce -6.1% 67,083 $9.2M
Oregon Public Employees Retirement Fund 0.10% Add +8.1% 66,906 $9.2M
Eastover Investment Advisors LLC 3.57% Reduce -3.0% 66,182 $9.1M
Tocqueville Asset Management L.P. 0.12% Add +0.8% 66,054 $9.0M
Venture Visionary Partners LLC 0.25% Reduce -10.8% 66,046 $9.0M
MAI Capital Management 0.03% Add +10.2% 65,868 $9.0M
Private Advisor Group, LLC 0.04% Add +6.4% 65,832 $9.0M
Farmers & Merchants Investments Inc. 0.22% No change 65,496 $9.0M
Wesbanco Bank Inc. 0.22% Reduce -1.9% 65,204 $8.9M
Slocum, Gordon & Co LLP 5.80% Reduce -3.5% 63,800 $8.7M
RWC Asset Management LLP 0.36% Reduce -1.4% 63,520 $8.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.6% 63,355 $8.7M
Louisiana State Employees Retirement System 0.13% Reduce -0.5% 62,800 $8.6M
Polymer Capital Management (US) LLC 1.27% Add +30.3% 62,500 $8.6M
Meyer Handelman Co. 0.24% Reduce -1.0% 62,329 $8.5M
Trajan Wealth LLC 0.32% Add +31.9% 62,225 $8.5M
Horizon Investments, LLC 0.09% Add +9.4% 62,687 $8.5M
Carret Asset Management, LLC 0.74% Reduce -1.1% 61,914 $8.5M
Kayne Anderson Capital Advisors LP 0.17% Add +75.1% 61,748 $8.4M
Shelton Capital Management 0.16% Reduce -1.6% 61,719 $8.4M
Savant Capital, LLC 0.02% Add +120.2% 63,574 $8.4M
UniSuper Management Pty Ltd 0.04% Add +33.0% 60,131 $8.2M
Sand Hill Global Advisors, LLC 0.25% Reduce -1.1% 60,029 $8.2M
American Assets Investment Management, LLC 0.50% No change 60,000 $8.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.37% Add +140.0% 60,000 $8.2M
Lockheed Martin Investment Management Co. 0.32% Reduce -40.6% 60,000 $8.2M
Oppenheimer & Co. Inc. 0.09% Add +0.5% 59,170 $8.1M
Ellsworth Advisors, LLC 1.33% Add +3.9% 61,042 $8.1M
Ibex Wealth Advisors 0.63% Add +2.6% 59,104 $8.1M
Beaumont Financial Advisors, LLC 0.51% Reduce -0.2% 58,993 $8.1M
Metis Global Partners, LLC 0.18% Add +1.9% 58,757 $8.0M
Telos Capital Management, Inc. 0.70% Reduce -1.8% 58,400 $8.0M
Summit Financial, LLC 0.09% Add +1.2% 57,632 $7.9M
First National Trust Co 0.26% Reduce -5.5% 56,857 $7.8M
Kestra Private Wealth Services, LLC 0.09% Add +0.9% 56,760 $7.8M
MassMutual Private Wealth & Trust, FSB 0.20% Reduce -0.3% 56,302 $7.7M
Mutual of America Capital Management LLC 0.07% Reduce -2.5% 56,069 $7.7M
Hennion & Walsh Asset Management, Inc. 0.22% Add +6.7% 56,053 $7.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -41.7% 55,829 $7.6M
Hollow Brook Wealth Management LLC 1.51% Add +0.1% 55,652 $7.6M
Blair William & Co. 0.02% Add +3.4% 55,280 $7.6M
Federation des caisses Desjardins du Quebec 0.02% Add +19.0% 54,845 $7.5M
Profund Advisors LLC 0.21% Add +2.6% 54,531 $7.5M
Elo Mutual Pension Insurance Co 0.10% Add +24.3% 54,398 $7.4M
Howard Capital Management, LLC 0.09% Add +27.4% 54,390 $7.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% No change 54,350 $7.4M
Nisa Investment Advisors, LLC 0.02% Reduce -4.4% 54,328 $7.4M
Keybank National Association 0.02% Reduce -4.7% 54,306 $7.4M
KBC Group NV 0.02% Add +0.4% 54,209 $7.4M
Bearing Point Capital, LLC 1.00% Add +2.3% 54,114 $7.4M
CoreCap Advisors, LLC 0.22% Add +7.0% 54,003 $7.4M
State of Alaska, Department of Revenue 0.07% Reduce -1.8% 53,312 $7.3M
Concurrent Investment Advisors, LLC 0.06% Add +6.7% 52,617 $7.2M
Assetmark, Inc. 0.01% Add +43.7% 52,079 $7.1M
D.A. Davidson & Co. 0.04% Reduce -0.1% 51,879 $7.1M
Hudson Edge Investment Partners Inc. 0.97% Reduce -7.5% 51,855 $7.1M
Capital Investment Advisors, LLC 0.09% Reduce -2.0% 51,813 $7.1M
Carnegie Investment Counsel 0.14% Add +67.3% 51,553 $7.1M
Thompson Siegel & Walmsley LLC 0.13% Reduce -1.8% 51,545 $7.1M
SummitTX Capital, L.P. 0.18% Reduce -60.3% 51,082 $7.0M
Highland Capital Management, LLC 0.32% Reduce -0.4% 50,393 $6.9M
Aquatic Capital Management LLC 0.24% New 50,334 $6.9M
Allstate Corp. 0.07% Add +1.7% 50,249 $6.9M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -7.3% 49,974 $6.8M
ABN AMRO Bank N.V. 0.09% Add +10.0% 49,646 $6.8M
SpringVest Wealth Management LLC 4.28% Reduce -1.2% 49,687 $6.8M
MUFG Securities EMEA plc 0.07% Add +120.3% 48,838 $6.7M
Independent Advisor Alliance 0.16% Add +5.5% 48,671 $6.7M
Vennlight Capital Management, LP 4.37% New 47,600 $6.5M
Eventide Asset Management, LLC 0.09% Add +27.4% 47,083 $6.5M
Norinchukin Bank, The 0.06% Reduce -14.8% 47,318 $6.5M
B. Metzler seel. Sohn & Co. AG 0.06% Add +137.6% 46,665 $6.4M
James Investment Research, Inc. 0.65% Add +2.8% 46,422 $6.4M
Orion Porfolio Solutions, LLC 0.05% Reduce -2.1% 46,407 $6.3M
Axxcess Wealth Management, LLC 0.10% Add +7.1% 46,134 $6.3M
Vident Advisory, LLC 0.05% Add +16.1% 46,120 $6.3M
Strategic Planning Group, LLC 0.69% Add +5.5% 45,985 $6.3M
Romano Brothers and Company 0.63% Reduce -0.5% 45,905 $6.3M
Benjamin Edwards Inc. 0.06% Reduce -0.3% 45,486 $6.2M
Pittenger & Anderson Inc. 0.22% Add +0.7% 45,280 $6.2M
TD Private Client Wealth LLC 0.11% Add +12.2% 44,580 $6.1M
Gulf International Bank (UK) Ltd 0.12% Add +7.1% 44,234 $6.1M
HB Wealth Management, LLC 0.03% Reduce -15.2% 44,065 $6.0M
Community Financial Services Group, LLC 0.88% Reduce -0.4% 44,632 $6.0M
Alps Advisors Inc. 0.03% Add +211.2% 43,241 $5.9M
Motco 0.51% Reduce -0.8% 43,232 $5.9M
FIL Ltd 0.00% Reduce -17.9% 43,048 $5.9M
Mizuho Securities USA LLC 0.09% Add +30.3% 42,597 $5.8M
Dakota Wealth Management 0.11% Reduce -6.5% 42,412 $5.8M
Ledyard National Bank 0.46% Reduce -2.9% 42,285 $5.8M
Fideuram Asset Management (Ireland) dac 0.11% Reduce -3.2% 43,708 $5.8M
Morton Community Bank 1.17% Add +2.3% 42,050 $5.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 41,772 $5.7M
Wakefield Asset Management LLLP 1.28% New 41,419 $5.7M
Mesirow Financial Investment Management, Inc. 0.09% Add +0.7% 41,317 $5.7M
Allen Capital Group, LLC 0.46% Add +2.4% 41,195 $5.6M
Susquehanna International Group, LLP 0.01% Reduce -24.8% 41,174 $5.6M
Community Bank, N.A. 0.61% Reduce -0.5% 41,158 $5.6M
Harvest Fund Management Co., Ltd 0.18% Add +1.1% 40,438 $5.5M
Valley Wealth Managers, Inc. 0.32% Add +1.9% 40,328 $5.5M
OMERS ADMINISTRATION Corp 0.03% Add +49.7% 40,034 $5.5M
RBA Wealth Management, LLC 1.99% Reduce -7.4% 39,686 $5.4M
Hendley & Co. Inc. 1.91% Add +4.3% 39,522 $5.4M
Jane Street Group, LLC 0.00% Add +1.4% 39,505 $5.4M
Capital City Trust Co. 1.11% Add +0.3% 39,253 $5.4M
J.W. Cole Advisors, Inc. 0.09% Add +1.7% 39,242 $5.4M
Joseph Group Capital Management 1.12% Add +2.9% 39,115 $5.4M
Meiji Yasuda America Inc 0.90% Add +17.9% 39,093 $5.3M
Knights of Columbus Asset Advisors LLC 0.27% Add +1.8% 38,935 $5.3M
Beacon Pointe Advisors, LLC 0.02% Add +3.1% 38,831 $5.3M
Legacy Financial Independent Advisors LLC 2.49% Reduce -14.7% 38,757 $5.3M
Providence Capital Advisors, LLC 0.80% Reduce -23.9% 38,508 $5.3M
Schroder Investment Management Group 0.00% Reduce -6.8% 38,496 $5.3M
MainStreet Investment Advisors LLC 0.71% Add +4.6% 38,063 $5.2M
Saudi Central Bank 0.07% Add +93.0% 38,049 $5.2M
Ashton Thomas Private Wealth, LLC 0.11% Add +6.5% 37,178 $5.1M
TriCert Investment Counsel Inc. 0.47% — 37,169 $5.1M
Park Avenue Securities LLC 0.03% Add +9.3% 37,113 $5.1M
Miller Howard Investments Inc. 0.13% Add +3.7% 36,648 $5.0M
Seascape Capital Management 1.20% Add +3.2% 36,464 $5.0M
Nordea Investment Management AB 0.00% Add +8.2% 35,355 $4.8M
Thrivent Financial for Lutherans 0.01% Add +43.4% 35,262 $4.8M
North Star Investment Management Corp. 0.26% Add +0.4% 35,308 $4.8M
Arkadios Wealth Advisors 0.07% Reduce -9.9% 35,266 $4.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.14% Add +31.3% 35,134 $4.8M
Regal Investment Advisors LLC 0.25% Reduce -0.0% 35,115 $4.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.6% 35,083 $4.8M
Davidson Capital Management Inc. 0.77% Add +1.5% 34,958 $4.8M
Eagle Global Advisors LLC 0.16% Add +0.0% 34,828 $4.8M
First Pacific Financial 0.57% Add +0.4% 34,730 $4.8M
Advisors Management Group Inc. 0.79% Reduce -9.0% 34,682 $4.7M
Jeppson Wealth Management, LLC 1.40% Reduce -0.6% 34,666 $4.7M
Blue Sparrow, LLC 0.05% No change 34,590 $4.7M
EP Wealth Advisors, LLC 0.02% Add +104.7% 34,286 $4.7M
Agf Management Ltd. 0.02% Reduce -45.0% 34,035 $4.7M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -1.1% 33,801 $4.6M
Brevan Howard Capital Management LP 0.07% Add +127.4% 33,875 $4.6M
Kentucky Retirement Systems 0.11% Reduce -16.1% 33,775 $4.6M
Oxbow Advisors, LLC 0.38% Reduce -0.1% 33,676 $4.6M
1832 Asset Management L.P. 0.01% Reduce -97.2% 33,500 $4.6M
LMR Partners LLP 0.04% New 33,097 $4.5M
Principle Wealth Partners LLC 0.22% Reduce -0.7% 33,014 $4.5M
Ascent Group, LLC 0.13% Add +0.7% 32,913 $4.5M
Two Sigma Investments, LP 0.00% Reduce -81.8% 32,795 $4.5M
Alpha Omega Wealth Management LLC 0.68% Reduce -1.0% 32,774 $4.5M
Rockline Wealth Management, LLC 0.84% Reduce -1.6% 32,221 $4.4M
GAMMA Investing LLC 0.16% Add +7.7% 32,204 $4.4M
Equitable Holdings, Inc. 0.03% Reduce -12.5% 32,200 $4.4M
Advisors Asset Management, Inc. 0.07% Add +9.4% 32,044 $4.4M
Pinnacle Associates Ltd. 0.05% Reduce -1.6% 31,951 $4.4M
Gryphon Financial Partners LLC 0.39% Add +2.9% 31,830 $4.4M
Impax Asset Management Group plc 0.03% Add +4.5% 31,582 $4.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 31,406 $4.3M
Smith Salley Wealth Management 0.19% Add +2.5% 31,251 $4.3M
KCM Capital Inc 0.69% No change 30,800 $4.2M
SteelPeak Wealth, LLC 0.11% Add +5.0% 30,784 $4.2M
Enhancing Capital LLC 2.85% No change 30,300 $4.1M
Apollon Wealth Management, LLC 0.05% Add +2.8% 30,201 $4.1M
Nations Financial Group Inc, /Ia/ 0.20% Add +2.2% 30,067 $4.1M
Hartford Investment Management Co. 0.12% Reduce -2.5% 30,046 $4.1M
Johnson Financial Group, Inc. 0.13% Add +29.2% 29,849 $4.1M
Pathway Financial Advisers, LLC 1.03% Add +2.7% 29,787 $4.1M
Eliot Finkel Investment Counsel, LLC 1.89% Reduce -0.2% 29,504 $4.0M
PFG Investments, LLC 0.16% Reduce -3.0% 29,325 $4.0M
Maryland State Retirement & Pension System 0.07% Add +8.5% 29,241 $4.0M
Allworth Financial LP 0.02% Reduce -4.2% 29,187 $4.0M
Brookstone Capital Management 0.04% Reduce -73.3% 29,119 $4.0M
Exchange Traded Concepts, LLC 0.02% Add +22.3% 29,061 $4.0M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -2.1% 29,009 $4.0M
Altshuler Shaham Ltd 0.05% Add +16.6% 28,792 $3.9M
Farther Finance Advisors, LLC 0.03% Add +12.4% 28,785 $3.9M
Patrick Mauro Investment Advisor, INC. 1.98% Reduce -3.7% 28,778 $3.9M
Dark Forest Capital Management LP 0.25% New 28,599 $3.9M
Bleakley Financial Group, LLC 0.05% Add +26.4% 28,496 $3.9M
New Age Alpha Advisors, LLC 0.17% Add +50.3% 28,480 $3.9M
Prospera Financial Services Inc 0.06% Add +0.8% 28,342 $3.9M
Cypress Capital Group 0.36% Reduce -0.3% 28,153 $3.9M
Dean Investment Associates, LLC 0.50% Reduce -28.1% 27,721 $3.8M
Global Retirement Partners, LLC 0.06% — 27,690 $3.8M
DAVENPORT & Co LLC 0.02% Reduce -8.9% 27,654 $3.8M
Royal London Asset Management Ltd. 0.01% Reduce -8.7% 27,510 $3.8M
Hantz Financial Services, Inc. 0.05% Reduce -2.1% 27,332 $3.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.16% Add +0.1% 27,281 $3.7M
Whalerock Point Partners, LLC 0.66% No change 27,272 $3.7M
Summit Trail Advisors, LLC 0.05% Add +0.9% 27,143 $3.7M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +4.9% 27,059 $3.7M
Citizens National Bank Trust Department 0.54% Add +0.1% 27,024 $3.7M
New Mexico Educational Retirement Board 0.09% Add +9.3% 26,938 $3.7M
Elevation Point Wealth Partners, LLC 0.07% Add +3.1% 26,893 $3.7M
Onex Canada Asset Management Inc. 0.57% No change 26,835 $3.7M
Simmons Bank 0.21% Reduce -3.7% 26,789 $3.7M
Prime Capital Investment Advisors, LLC 0.04% Reduce -9.9% 26,630 $3.6M
Capital Innovations LLC 0.94% — 26,592 $3.6M
1ST Source Bank 0.16% Reduce -0.5% 26,585 $3.6M
Guardian Partners Inc. 0.33% Reduce -36.8% 26,518 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.11% Reduce -11.4% 26,300 $3.6M
Plan Group Financial, LLC 0.74% Add +11.8% 26,185 $3.6M
PDT Partners, LLC 0.19% New 25,900 $3.5M
Squarepoint Ops LLC 0.01% Reduce -88.4% 25,891 $3.5M
Kentucky Farm Bureau Mutual Insurance Co 0.95% No change 25,000 $3.4M
United Capital Financial Advisors, LLC 0.02% Reduce -2.0% 24,973 $3.4M
IHT Wealth Management, LLC 0.07% Add +1.2% 24,955 $3.4M
Harrison Street Private Wealth LLC 4.78% Reduce -7.1% 24,806 $3.4M
Kingsview Wealth Management, LLC 0.04% Reduce -2.2% 24,755 $3.4M
Strategic Blueprint, LLC 0.17% Reduce -1.2% 24,424 $3.3M
Elemental Capital Partners LLC 0.70% Add +183.0% 24,413 $3.3M
Ameritas Investment Partners, Inc. 0.09% Reduce -0.1% 24,381 $3.3M
Brown Advisory Inc. 0.01% Reduce -0.1% 24,366 $3.3M
Legacy Capital Wealth Management, LLC 1.54% Add +11.1% 24,280 $3.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -0.1% 23,629 $3.2M
Perigon Wealth Management, LLC 0.05% Add +6.3% 23,590 $3.2M
Slagle Financial, LLC 0.96% New 23,546 $3.2M
Fiduciary Trust Co 0.03% Add +3.5% 23,267 $3.2M
Dockside LLC 0.74% — 23,248 $3.2M
Advanced Asset Management Advisors Inc 0.84% No change 23,225 $3.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -3.4% 23,147 $3.2M
Horizon Investment Services, LLC 0.88% Add +1.6% 23,101 $3.2M
Odyssean, LLC 0.51% Add +109.2% 23,004 $3.1M
Geneos Wealth Management Inc. 0.06% Add +3.0% 22,966 $3.1M
UMB Bank, n.a. 0.04% Add +0.6% 22,910 $3.1M
Snowden Capital Advisors LLC 0.07% Add +0.3% 22,744 $3.1M
New England Asset Management Inc. 0.37% Add +1.1% 22,685 $3.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.1% 22,324 $3.1M
Schnieders Capital Management, Llc. 0.40% No change 22,297 $3.1M
HBW Advisory Services LLC 0.27% Add +30.5% 22,172 $3.0M
Granite Group Advisors, LLC 1.79% Add +4.6% 22,047 $3.0M
Jefferies Financial Group Inc. 0.03% Reduce -64.8% 21,745 $3.0M
First Horizon Corp. 0.11% Reduce -0.3% 21,669 $3.0M
Constitution Capital LLC 1.51% Reduce -47.6% 21,545 $2.9M
Wedbush Securities Inc. 0.08% Reduce -5.2% 21,469 $2.9M
Cary Street Partners Financial LLC 0.06% Reduce -44.5% 21,348 $2.9M
Choreo, LLC 0.03% Reduce -0.6% 21,286 $2.9M
Vectors Research Management, LLC 0.76% Reduce -1.9% 21,279 $2.9M
Clearbridge Investments, LLC 0.00% Add +3.2% 21,066 $2.9M
First Bank & Trust 0.42% Reduce -14.7% 21,062 $2.9M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -6.0% 21,051 $2.9M
E Fund Management Co., Ltd. 0.06% Add +9.5% 21,032 $2.9M
Trust Co. of Toledo NA 0.24% Reduce -0.0% 20,967 $2.9M
Oak Thistle LLC 0.28% New 20,889 $2.9M
Mgo One Seven LLC 0.05% Reduce -1.5% 20,850 $2.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +25.1% 20,742 $2.8M
Berkshire Asset Management LLC 0.11% Add +0.7% 20,696 $2.8M
Commonwealth Financial Services, LLC 0.38% Add +2.6% 20,492 $2.8M
Koshinski Asset Management, Inc. 0.15% Add +7.3% 20,470 $2.8M
Jamison Private Wealth Management, Inc. 0.29% Add +2.1% 20,368 $2.8M
World Investment Advisors 0.05% Reduce -1.3% 21,075 $2.8M
Norden Group LLC 0.22% Add +1.2% 20,013 $2.7M
Intrust Bank NA 0.20% Reduce -8.6% 19,561 $2.7M
Larson Financial Group LLC 0.07% Add +6.8% 19,455 $2.7M
Brown Brothers Harriman & Co. 0.01% Add +13.4% 19,288 $2.6M
RD Lewis Holdings, Inc. 1.96% Add +5.9% 21,437 $2.6M
Flputnam Investment Management Co. 0.03% Reduce -0.1% 19,154 $2.6M
Prosperity Consulting Group, LLC 0.10% Add +12.1% 18,995 $2.6M
Solitude Financial Services 0.71% Add +1.8% 18,687 $2.6M
Boston Partners 0.00% Reduce -25.6% 18,664 $2.6M
Patton Fund Management, Inc. 0.55% Reduce -32.0% 18,535 $2.5M
Brighton Jones LLC 0.05% Add +2.9% 18,426 $2.5M
DC Investments Management, LLC 0.85% No change 18,232 $2.5M
Sigma Planning Corp 0.06% Add +73.8% 18,080 $2.5M
Empirical Finance, LLC 0.10% Add +3.7% 18,071 $2.5M
Spirit of America Management Corp. 0.46% Add +1.4% 17,950 $2.5M
Altus Wealth Group LLC 0.89% Add +0.6% 17,949 $2.5M
Spartan Wealth Advisory Services LLC 0.20% Add +4.8% 17,944 $2.5M
Investment Partners, LTD. 0.76% Reduce -1.4% 17,792 $2.4M
NorthCrest Asset Manangement, LLC 0.06% Reduce -6.5% 18,173 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.8% 17,445 $2.4M
Callan Family Office, LLC 0.05% Reduce -0.7% 17,412 $2.4M
Stamos Capital Partners, L.P. 0.36% Reduce -3.9% 17,410 $2.4M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -3.0% 17,388 $2.4M
Northstar Financial Companies, Inc. 1.60% Add +22.6% 17,345 $2.4M
Money Concepts Capital Corp. 0.11% New 17,336 $2.4M
LOM Asset Management Ltd 0.61% Add +1.2% 17,277 $2.4M
Advisory Services Network, LLC 0.03% Reduce -3.8% 17,138 $2.3M
PKO Investment Management Joint-Stock Co 0.17% New 17,000 $2.3M
CX Institutional 0.07% Reduce -8.0% 16,824 $2.3M
Apollon Financial, LLC 0.27% Reduce -0.4% 16,731 $2.3M
Silvant Capital Management LLC 0.07% Add +27.2% 16,653 $2.3M
Private Trust Co. NA 0.18% Add +79.5% 16,649 $2.3M
Kingswood Wealth Advisors, LLC 0.09% Add +5.8% 16,620 $2.3M
Kornitzer Capital Management Inc. 0.05% No change 16,613 $2.3M
Meridian Investment Counsel Inc. 0.49% Reduce -3.1% 16,590 $2.3M
Twin Capital Management Inc. 0.25% Reduce -1.0% 16,522 $2.3M
Hodges Capital Management Inc. 0.15% Add +0.4% 16,404 $2.2M
Mufg Securities Americas Inc. 0.12% Add +9.5% 16,388 $2.2M
China Universal Asset Management Co., Ltd. 0.13% Add +7.7% 16,383 $2.2M
Harbour Investments, Inc. 0.03% Add +1.9% 16,377 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -0.5% 16,345 $2.2M
Wealthcare Advisory Partners LLC 0.04% Add +1.9% 16,282 $2.2M
Quadrant Capital Group LLC 0.06% Reduce -0.5% 16,210 $2.2M
Capital World Investors 0.00% New 16,053 $2.2M
Vontobel Holding Ltd. 0.01% Add +3.4% 16,051 $2.2M
CENTRAL TRUST Co 0.04% Add +1.0% 15,964 $2.2M
North Dakota State Investment Board 0.09% Add +2.6% 15,909 $2.2M
Fifth Third Wealth Advisors LLC 0.06% Add +8.8% 15,897 $2.2M
Measured Risk Portfolios, Inc. 1.93% Reduce -7.4% 15,891 $2.2M
Little House Capital LLC 0.49% Reduce -0.4% 15,836 $2.2M
Ballentine Partners, LLC 0.03% Add +5.5% 15,829 $2.2M
Atlantic Edge Private Wealth Management, LLC 0.44% Add +1.6% 15,726 $2.2M
NTV Asset Management LLC 0.21% Add +0.7% 15,722 $2.2M
Walleye Trading LLC 0.03% Add +76.7% 15,614 $2.1M
Savvy Advisors, Inc. 0.05% Add +16.4% 15,606 $2.1M
Texas Yale Capital Corp. 0.05% Add +4.6% 15,493 $2.1M
Mutual Advisors, LLC 0.04% Add +14.9% 15,416 $2.1M
Searle & Co. 0.47% Add +3.4% 15,410 $2.1M
Gilliland Jeter Wealth Management LLC 0.55% No change 15,348 $2.1M
South Dakota Investment Council 0.04% No change 15,341 $2.1M
Hixon Zuercher, LLC 0.61% Reduce -0.7% 15,223 $2.1M
Equitable Trust Co. 0.09% Reduce -0.8% 15,169 $2.1M
OmniStar Financial Group, Inc. 0.95% Add +29.9% 15,063 $2.1M
Courier Capital LLC 0.10% Reduce -1.5% 15,014 $2.1M
Cherokee Insurance Co 0.79% No change 15,000 $2.1M
Truvestments Capital LLC 0.30% Add +10.6% 14,885 $2.0M
Meeder Advisory Services, Inc. 0.07% Reduce -0.9% 14,804 $2.0M
Caprock Group, LLC 0.04% Add +24.4% 14,774 $2.0M
Secured Retirement Advisors, LLC 1.04% New 14,774 $2.0M
Clearstead Advisors, LLC 0.02% Add +8.9% 14,735 $2.0M
Accurate Wealth Management, LLC 0.19% Add +17.9% 14,857 $2.0M
Archer Investment Corp 0.39% No change 14,699 $2.0M
GS Investments, Inc. 1.45% Reduce -21.2% 14,695 $2.0M
Mission Wealth Management, LP 0.02% Add +70.2% 14,599 $2.0M
Orographic Financial Advisors, LLC 1.32% Reduce -0.7% 16,017 $2.0M
Cambria Investment Management, L.P. 0.10% Add +22.7% 14,539 $2.0M
Parallax Volatility Advisers, L.P. 0.09% Add +429.7% 14,412 $2.0M
Ethic Inc. 0.02% Add +2.5% 14,385 $2.0M
Western Wealth Management, LLC 0.06% Add +0.7% 14,370 $2.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +0.7% 14,323 $2.0M
Beese Fulmer Investment Management, Inc. 0.11% Reduce -2.9% 14,246 $1.9M
Wealthspire Advisors, LLC 0.01% Reduce -4.9% 14,222 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +3.3% 14,191 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.6% 14,138 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -0.5% 14,016 $1.9M
Securian Asset Management, Inc. 0.07% Reduce -1.8% 14,409 $1.9M
Prudential PLC 0.01% No change 13,916 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Reduce -1.7% 13,898 $1.9M
First Business Financial Services, Inc. 0.15% Add +6.3% 13,845 $1.9M
Banco Santander, S.A. 0.01% New 13,840 $1.9M
Probity Advisors, Inc. 0.27% Add +0.9% 13,728 $1.9M
Signaturefd, LLC 0.03% Add +5.7% 13,663 $1.9M
StoneX Group Inc. 0.08% Add +50.5% 13,669 $1.9M
CI Investments Inc. 0.01% Add +9.8% 13,644 $1.9M
SCP Investment, LP 1.72% Add +7.9% 13,600 $1.9M
Columbia Asset Management 0.32% Add +16.3% 13,521 $1.8M
Mainstay Capital Management LLC 0.14% Add +0.9% 13,493 $1.8M
RIA Advisory Group LLC 0.41% Add +1.4% 13,412 $1.8M
Cresset Asset Management, LLC 0.01% Add +31.3% 13,398 $1.8M
Sterling Investment Counsel, LLC 0.43% Add +2.6% 13,355 $1.8M
Spreng Capital Management, Inc. 0.65% Reduce -0.3% 13,034 $1.8M
Ameritas Advisory Services, LLC 0.04% Reduce -1.6% 13,010 $1.8M
Claro Advisors Inc. 0.19% Add +0.7% 12,994 $1.8M
Xcelsior Advisor Partners LLC 0.23% Add +51.3% 12,909 $1.8M
Brandywine Oak Private Wealth LLC 0.13% Reduce -0.3% 12,785 $1.7M
Principal Securities, Inc. 0.02% Add +29.0% 12,761 $1.7M
Paradigm Asset Management Co. LLC 0.37% New 12,700 $1.7M
Los Angeles Capital Management LLC 0.01% Add +20.9% 12,693 $1.7M
NovaPoint Capital, LLC 0.36% Add +6.9% 12,652 $1.7M
Mirador Capital Partners LP 0.21% Add +27.5% 12,630 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +2.3% 12,587 $1.7M
Marino, Stram & Associates LLC 0.27% Add +0.7% 12,577 $1.7M
LVW Advisors, LLC 0.15% Reduce -1.6% 12,538 $1.7M
NWF Advisory Services Inc. 0.16% New 12,518 $1.7M
Tradewinds, LLC. 0.38% Reduce -87.4% 991 $1.7M
Canada Post Corp Registered Pension Plan 0.06% No change 12,458 $1.7M
United Bank 0.20% No change 12,432 $1.7M
Calton & Associates, Inc. 0.25% Add +193.3% 12,252 $1.7M
OneDigital Investment Advisors LLC 0.01% Reduce -2.4% 12,251 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -0.1% 12,157 $1.7M
Parsons Capital Management Inc. 0.07% Add +17.7% 12,104 $1.7M
Ethos Financial Group, LLC 0.11% Reduce -15.7% 12,046 $1.6M
Founders Financial Alliance, LLC 0.22% Add +1.6% 12,035 $1.6M
Praxis Investment Management Inc. 0.09% No change 11,980 $1.6M
Coldstream Capital Management Inc. 0.02% Add +9.8% 11,949 $1.6M
Moors & Cabot, Inc. 0.06% Reduce -2.4% 11,919 $1.6M
LS Investment Advisors, LLC 0.22% Reduce -10.8% 11,905 $1.6M
Golden State Wealth Management, LLC 0.15% Add +0.7% 11,834 $1.6M
Frank, Rimerman Advisors LLC 0.09% Add +1.6% 11,696 $1.6M
Rothschild Investment LLC 0.06% Add +38.1% 11,670 $1.6M
Cape Ann Savings Bank 0.75% Add +3.0% 11,650 $1.6M
Frec Markets, Inc. 0.14% Add +84.6% 11,648 $1.6M
Atlantic Union Bankshares Corp 0.03% Reduce -3.1% 11,644 $1.6M
Ninepoint Partners LP 0.14% No change 11,636 $1.6M
G&S Capital LLC 0.46% Reduce -2.4% 11,584 $1.6M
Citizens Financial Group Inc. 0.02% Add +7.4% 11,520 $1.6M
Greenleaf Trust 0.02% Add +1.2% 11,485 $1.6M
Purkiss Capital Advisors LLC 0.60% Add +3.5% 11,479 $1.6M
Pinebridge Investments LLC 0.01% Add +8.4% 11,456 $1.6M
SS&H Financial Advisors, Inc. 0.40% — 11,423 $1.6M
Level Four Advisory Services, LLC 0.04% Add +11.7% 11,342 $1.6M
Retirement Guys Formula LLC 0.58% Add +3.3% 11,276 $1.5M
Certified Advisory Corp 0.12% Reduce -2.1% 11,250 $1.5M
Compound Planning, Inc. 0.04% Add +4.3% 11,245 $1.5M
FCG Investment Co 0.53% New 11,235 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.16% Reduce -50.0% 11,231 $1.5M
ARS Investment Partners, LLC 0.07% Add +18.1% 11,157 $1.5M
Peak Retirement Planning, Inc. 0.24% Add +3.9% 11,112 $1.5M
TIAA Wealth Investment Management LLC 0.01% Add +10.0% 11,097 $1.5M
GMO 0.00% Add +2.3% 11,058 $1.5M
Marion Wealth Management 0.31% Add +4.3% 11,053 $1.5M
44 Wealth Management LLC 0.50% Add +123.3% 11,044 $1.5M
Klein Pavlis & Peasley Financial, Inc. 0.78% Reduce -7.2% 10,960 $1.5M
Bfsg, LLC 0.13% Reduce -0.1% 10,955 $1.5M
Confluence Wealth Services, Inc. 0.04% Add +6.6% 10,950 $1.5M
Burke & Herbert Bank & Trust Co. 0.37% Reduce -2.0% 10,923 $1.5M
TKG Advisors, LLC 0.52% Add +3.8% 10,921 $1.5M
Candriam S.C.A. 0.01% Reduce -0.1% 10,922 $1.5M
Ancora Advisors LLC 0.03% Reduce -3.3% 10,862 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.29% Reduce -0.3% 10,737 $1.5M
Altfest L J & Co. Inc. 0.14% Add +308.7% 10,683 $1.5M
First Dallas Securities Inc. 0.48% Reduce -3.0% 10,645 $1.5M
Navalign, LLC 0.34% Add +0.2% 10,624 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +10.3% 10,547 $1.4M
Convergence Investment Partners, LLC 0.14% Reduce -4.5% 10,518 $1.4M
Caitong International Asset Management Co., Ltd 0.20% Add +525700.0% 10,516 $1.4M
Hancock Whitney Corp. 0.02% Reduce -1.1% 10,493 $1.4M
Diversify Advisory Services, LLC 0.02% New 10,712 $1.4M
Diversify Wealth Management, LLC 0.02% Add +81.6% 10,712 $1.4M
Rwa Wealth Partners, LLC 0.01% Add +3.5% 10,405 $1.4M
Everpar Advisors LLC 0.40% Add +2.0% 10,392 $1.4M
HM Payson & Co. 0.02% Add +0.0% 10,355 $1.4M
Lawood & Co. 0.96% Add +1.7% 10,316 $1.4M
Foundations Investment Advisors, LLC 0.01% Add +18.1% 10,312 $1.4M
First County Bank 0.67% Reduce -1.2% 10,284 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -78.6% 10,275 $1.4M
Albion Financial Group 0.08% Reduce -0.1% 10,215 $1.4M
WINTON GROUP Ltd 0.05% New 10,200 $1.4M
International Private Wealth Advisors LLC 0.72% Add +221.8% 10,170 $1.4M
JGP Wealth Management, LLC 0.12% Reduce -4.5% 10,045 $1.4M
Parallel Advisors, LLC 0.02% Add +5.4% 10,013 $1.4M
Rithm Capital Corp. 1.91% Add +17.6% 10,000 $1.4M
Ar Asset Management Inc. 0.25% No change 10,000 $1.4M
Monument Capital Management 0.28% Add +0.8% 9,996 $1.4M
Beacon Financial Advisory LLC 0.27% Add +5.3% 9,962 $1.4M
Trivium Point Advisory, LLC 0.12% Add +7.7% 9,929 $1.4M
Crestwood Advisors Group, LLC 0.02% Add +4.4% 9,897 $1.4M
Evergreen Capital Management LLC 0.02% Reduce -0.3% 9,886 $1.4M
Agp Franklin, LLC 0.58% Add +0.9% 9,848 $1.3M
Midwest Professional Planners, LTD. 0.26% Add +36.3% 9,848 $1.3M
CreativeOne Wealth, LLC 0.03% Reduce -10.2% 9,801 $1.3M
Portside Wealth Group, LLC 0.16% Add +2.7% 9,786 $1.3M
Arwa LLC 0.55% Reduce -8.7% 9,964 $1.3M
HighPoint Advisor Group LLC 0.05% Add +5.8% 9,660 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +78.5% 9,647 $1.3M
Meridian Wealth Management, LLC 0.04% Reduce -7.8% 9,576 $1.3M
Park National Corp. 0.04% Reduce -7.5% 9,515 $1.3M
Providence First Trust Co 0.36% Add +137.8% 9,470 $1.3M
Everstar Asset Management, LLC 0.62% Reduce -2.5% 9,461 $1.3M
Advisor OS, LLC 0.09% Add +14.8% 9,428 $1.3M
Aviva PLC 0.00% Add +3.5% 9,404 $1.3M
Ieq Capital, LLC 0.01% Reduce -76.0% 9,402 $1.3M
Diversified Trust Co. 0.02% Reduce -55.6% 9,340 $1.3M
Wedmont Private Capital 0.03% Add +6.0% 9,370 $1.3M
Machina Capital S.A.S. 0.20% Add +343.3% 9,265 $1.3M
Verdence Capital Advisors LLC 0.07% Reduce -4.1% 9,222 $1.3M
Premier Path Wealth Partners, LLC 0.14% Add +0.7% 9,195 $1.3M
Meeder Asset Management Inc. 0.06% Reduce -69.5% 9,183 $1.3M
NewEdge Wealth, LLC 0.01% Add +41.5% 9,175 $1.3M
TCW Group Inc. 0.01% Add +7.4% 9,146 $1.3M
Bridgefront Capital, LLC 0.33% New 9,123 $1.2M
Triasima Portfolio Management inc. 0.17% New 9,099 $1.2M
ICICI Prudential Asset Management Co Ltd 0.13% Add +0.4% 8,998 $1.2M
Pekin Hardy Strauss, Inc. 0.11% No change 8,949 $1.2M
Picton Mahoney Asset Management 0.01% Add +81009.1% 8,922 $1.2M
Man Group plc 0.00% Reduce -20.2% 8,867 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Add +1.9% 8,833 $1.2M
Victory Financial Group, LLC 0.13% Add +11.1% 8,819 $1.2M
Busey Bank 0.03% Reduce -1.0% 8,817 $1.2M
Capital Advisors Inc. 0.02% Add +2.9% 8,806 $1.2M
Mark Sheptoff Financial Planning, LLC 0.64% Reduce -4.9% 8,800 $1.2M
Bull Harbor Capital LLC 0.23% Add +2.4% 8,790 $1.2M
Moody National Bank Trust Division 0.10% Add +0.2% 8,763 $1.2M
Aviance Capital Partners, LLC 0.12% Add +2.0% 8,760 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.30% Add +1.9% 8,755 $1.2M
Uhlmann Price Securities, LLC 0.04% Add +0.1% 8,726 $1.2M
Personal Cfo Solutions, LLC 0.17% Add +100.1% 8,658 $1.2M
Arrow Financial Corp 0.11% Add +9.1% 8,653 $1.2M
Smartleaf Asset Management LLC 0.04% No change 8,577 $1.2M
Danske Bank A/S 0.00% Add +16.4% 8,610 $1.2M
Glenview Trust Co 0.02% Reduce -32.9% 8,606 $1.2M
Dickmeyer Boyce Financial Management, Inc. 0.61% Reduce -2.3% 8,564 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Add +6.4% 8,533 $1.2M
Apella Capital, LLC 0.02% Add +8.5% 8,445 $1.2M
Miller Financial Services LLC 0.94% Add +223.5% 8,467 $1.2M
PDS Planning, Inc 0.07% Add +0.0% 8,431 $1.2M
CFS Investment Advisory Services, LLC 0.08% Add +1.3% 8,312 $1.2M
Impact Capital Partners LLC 0.31% Add +2.2% 8,409 $1.2M
WD Rutherford LLC 0.42% Reduce -0.8% 8,401 $1.1M
Mattson Financial Services, LLC 0.24% Add +1.5% 8,631 $1.1M
ARS Wealth Advisors Group, LLC 0.09% Add +0.1% 8,394 $1.1M
JFS Wealth Advisors, LLC 0.06% Add +0.1% 8,392 $1.1M
Parcion Private Wealth LLC 0.06% Add +4.2% 8,378 $1.1M
Thoma Capital Management LLC 0.61% Reduce -4.5% 8,368 $1.1M
Themes Management Co LLC 0.76% Add +9.0% 8,356 $1.1M
Waldron Private Wealth LLC 0.04% Reduce -0.0% 8,350 $1.1M
Syon Capital LLC 0.05% Add +13.4% 8,162 $1.1M
Sovereign Financial Group, Inc. 0.17% Add +0.9% 8,142 $1.1M
Live Oak Investment Partners 0.60% Add +2.1% 8,125 $1.1M
Summit Global Investments 0.06% New 8,113 $1.1M
LFG Wealth Partners, LLC 0.52% Reduce -34.9% 8,107 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.8% 8,088 $1.1M
HBK Sorce Advisory LLC 0.02% Reduce -1.1% 8,729 $1.1M
Sierra Summit Advisors LLC 0.12% Add +0.9% 8,059 $1.1M
Wolff Financial Management LLC 0.22% No change 7,944 $1.1M
Armstrong Advisory Group, Inc. 0.07% Reduce -0.2% 7,890 $1.1M
Rogco, LP 0.33% Reduce -1.4% 7,880 $1.1M
Rehmann Capital Advisory Group 0.05% Reduce -3.0% 7,879 $1.1M
Donaldson Capital Management, LLC 0.03% Add +46.8% 7,752 $1.1M
Jackson Square Capital, LLC 0.15% No change 7,735 $1.1M
Walleye Capital LLC 0.01% Add +18.9% 7,726 $1.1M
Huber Capital Management LLC 0.16% Reduce -90.5% 7,710 $1.1M
Smith, Moore & Co. 0.07% Add +1.8% 7,687 $1.1M
Advisors Capital Management, LLC 0.01% Add +18.4% 7,675 $1.1M
Twin Tree Management, LP 0.16% New 7,647 $1.0M
Essex Financial Services, Inc. 0.05% Reduce -7.0% 7,643 $1.0M
Aprio Wealth Management, LLC 0.05% Add +1.3% 7,588 $1.0M
Blue Trust, Inc. 0.01% Add +72.3% 7,548 $1.0M
Sumitomo Life Insurance Co. 0.02% Reduce -5.1% 7,502 $1.0M
Quantitative Investment Management, LLC 0.11% New 7,493 $1.0M
Csenge Advisory Group 0.04% Add +0.2% 7,446 $1.0M
Icon Advisers Inc. 0.19% Reduce -35.0% 7,440 $1.0M
Freestone Capital Holdings, LLC 0.03% Add +149.7% 7,398 $1.0M
Bank of Stockton 0.28% Reduce -1.2% 7,358 $1.0M
White Pine Capital LLC 0.24% Add +4.0% 7,339 $1.0M
Keystone Financial Group 0.06% Reduce -33.4% 7,331 $1.0M
Modern Wealth Management, LLC 0.01% Add +36.6% 7,308 $1000K
Lionhunter Capital Management, LLC 0.45% — 7,275 $995K
1834 Investment Advisors Co. 0.11% Add +4.6% 7,272 $995K
Ritholtz Wealth Management 0.01% Add +8.4% 7,264 $994K
Westwood Holdings Group Inc. 0.01% New 7,213 $987K
Centennial Wealth Advisory LLC 0.21% Add +14.9% 7,151 $978K
San Luis Wealth Advisors LLC 0.15% Reduce -15.9% 7,143 $977K
Strategy Asset Managers LLC 0.15% Add +0.0% 7,106 $972K
Interval Partners, LP 0.03% Add +82.9% 7,078 $968K
Siemens Fonds Invest GmbH 0.05% Add +1.4% 7,070 $967K
Chicago Capital, LLC 0.02% No change 7,055 $965K
Storgate, LLC 0.20% Add +150.8% 7,049 $964K
Howe & Rusling Inc. 0.06% Reduce -8.5% 7,036 $963K
Ausdal Financial Partners, Inc. 0.04% Reduce -5.3% 7,034 $962K
Checchi Capital Advisers, LLC 0.06% Add +0.7% 7,032 $962K
Marathon Strategic Advisors, LLC 0.54% No change 7,027 $961K
Simplicity Wealth,LLC 0.03% Add +1.3% 7,002 $958K
Peddock Capital Advisors, LLC 0.19% Add +0.5% 6,962 $952K
King Luther Capital Management Corp. 0.00% Reduce -1.9% 6,960 $952K
Seelaus Asset Management LLC 0.67% Reduce -3.5% 6,925 $947K
Nilsine Partners, LLC 0.07% Add +69.7% 6,910 $945K
Graves Light Lenhart Wealth, Inc. 0.09% No change 6,870 $940K
Philadelphia Trust Co. 0.06% Reduce -8.3% 6,793 $929K
Calamos Wealth Management LLC 0.03% Reduce -21.5% 6,747 $923K
Kovack Advisors, Inc. 0.04% Add +12.4% 6,777 $921K
Aaron Wealth Advisors LLC 0.05% Add +3.9% 6,729 $921K
Avity Investment Management Inc. 0.06% Reduce -8.8% 6,724 $920K
Ti-Trust, Inc. 0.49% No change 6,713 $918K
Powell Investment Advisors, LLC 0.29% No change 6,709 $918K
Stableford Capital II LLC 0.32% Reduce -0.3% 6,705 $917K
Fire Capital Management LLC 0.37% Add +4.6% 6,682 $914K
Kuhn & Co Investment Counsel 0.53% Add +0.1% 6,673 $913K
Alpha Family Trust 0.37% No change 6,650 $910K
Argyle Capital Management, LLC 0.26% No change 6,600 $903K
Flagship Harbor Advisors, LLC 0.03% Reduce -1.6% 6,599 $903K
Secure Asset Management, LLC 0.13% Reduce -3.2% 6,597 $903K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.7% 6,589 $901K
Silver Oak Securities, Incorporated 0.05% Reduce -7.9% 6,580 $900K
Bridgewater Advisors Inc. 0.05% Reduce -0.1% 7,017 $896K
Caerus Investment Advisors, LLC 0.30% Reduce -5.2% 6,540 $895K
Avestar Capital, LLC 0.05% Add +16.6% 6,494 $888K
A. D. Beadell Investment Counsel, Inc. 0.57% Reduce -4.1% 6,485 $887K
Nixon Peabody Trust Co. 0.06% Add +14.5% 6,472 $885K
Avidian Wealth Enterprises, LLC 0.02% Add +3.5% 6,378 $873K
Bank & Trust Co 0.55% No change 6,371 $872K
Harold Davidson & Associates Inc. 0.38% Reduce -0.8% 6,364 $871K
SBI Okasan Asset Management Co.Ltd. 0.03% Add +1.4% 6,300 $869K
Strategic Advisors LLC 0.19% Reduce -76.3% 6,347 $868K
Valeo Financial Advisors, LLC 0.02% Reduce -4.3% 6,346 $868K
First National Bank & Trust Co. of Newtown 0.18% No change 6,771 $866K
KCM Investment Advisors LLC 0.03% Reduce -5.8% 6,308 $863K
Family Legacy, Inc. 0.23% Add +1.6% 6,280 $859K
Platform Technology Partners 0.14% Add +8.4% 6,277 $859K
Qtron Investments LLC 0.11% Reduce -46.2% 6,263 $857K
Gibson Wealth Advisors LLC 0.53% No change 6,248 $855K
Neville Rodie & Shaw Inc. 0.06% No change 6,240 $854K
Trueblood Wealth Management, LLC 0.30% Add +0.1% 6,228 $852K
Blue Chip Partners, LLC 0.05% Add +4.0% 6,188 $847K
McGlone Suttner Wealth Management, Inc. 0.10% Add +0.6% 6,183 $846K
Advisory Alpha, LLC 0.02% Add +20.2% 6,179 $846K
Arvest Bank Trust Division 0.04% Reduce -6.2% 6,141 $840K
Dynamic Advisor Solutions LLC 0.02% Reduce -6.9% 6,115 $837K
Lanark Financial, Inc. 0.06% Reduce -1.0% 6,073 $831K
Ashton Thomas Securities, LLC 0.12% Reduce -9.7% 6,066 $830K
OneAscent Financial Services LLC 0.04% Add +2.8% 6,056 $828K
Cornerstone Advisory, LLC 0.07% Add +3.2% 6,019 $823K
FWL Investment Management, LLC 0.15% Add +0.1% 6,005 $822K
USA Financial Formulas 0.15% — 5,996 $820K
Smart Money Group LLC 0.21% Add +0.7% 5,981 $818K
Pettyjohn, Wood & White, Inc. 0.12% Add +0.1% 5,960 $815K
Bank Ozk 0.24% Add +1.5% 5,957 $815K
IFP Advisors, Inc 0.01% Reduce -0.3% 5,946 $813K
EverSource Wealth Advisors, LLC 0.03% Reduce -6.4% 5,916 $809K
Composition Wealth, LLC 0.01% Reduce -5.5% 5,881 $805K
LexAurum Advisors, LLC 0.09% Add +2.1% 5,874 $804K
SeaCrest Wealth Management, LLC 0.09% Reduce -7.2% 5,869 $803K
Independent Financial Group, LLC 0.01% Add +1.5% 5,867 $803K
Triton Financial Group Inc 0.46% New 5,857 $801K
Prudent Man Advisors, LLC 0.18% Add +11.6% 5,843 $799K
Ignite Planners, LLC 0.11% Add +4.2% 5,830 $798K
Payden & Rygel 0.06% Add +132.8% 5,820 $796K
First Citizens Bank & Trust Co. 0.01% Add +11.7% 5,818 $796K
Cornerstone Wealth Management, LLC 0.03% Add +0.1% 5,812 $795K
VestGen Advisors, LLC 0.02% Reduce -10.2% 5,751 $787K
Delta Global Management LP 0.09% Reduce -69.6% 5,738 $785K
McKinley Carter Wealth Services, Inc. 0.04% Add +19.4% 5,722 $783K
Liberty Capital Management, Inc. 0.13% — 5,700 $780K
Aull & Monroe Investment Management Corp 0.33% Reduce -1.0% 5,684 $778K
BIP Wealth, LLC 0.02% Add +17.9% 5,683 $778K
CWA Asset Management Group, LLC 0.02% Reduce -9.2% 5,675 $776K
Athena Wealth Management, LLC 0.58% New 5,666 $775K
City State Bank 0.18% No change 5,655 $774K
Cidel Asset Management Inc. 0.04% Add +35.6% 5,650 $773K
Garrison Point Advisors, LLC 0.31% Reduce -3.4% 5,647 $773K
YANKCOM Partnership 0.28% Add +0.2% 5,641 $772K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -17.1% 5,640 $772K
71 West Capital Partners 0.03% Add +57.3% 5,637 $771K
First Manhattan Co. Llc. 0.00% Reduce -2.7% 5,608 $767K
Mendel Money Management 0.28% Reduce -6.6% 5,607 $767K
NBH Bank 0.32% — 5,595 $765K
Eagle Strategies LLC 0.08% Add +8.0% 5,567 $762K
Indiana Trust & Investment Management Co 0.21% Reduce -0.5% 5,567 $762K
Sovereign Investment Advisors, LLC 0.14% Add +2.8% 5,549 $759K
4J Wealth Management LLC 0.37% No change 5,544 $758K
Woodward Diversified Capital, LLC 0.33% Reduce -0.2% 5,541 $758K
Quadcap Wealth Management, LLC 0.07% New 5,531 $757K
Cascade Investment Group, Inc. 0.42% Add +4.0% 5,525 $756K
Marietta Investment Partners LLC 0.13% No change 5,510 $754K
Atwood & Palmer Inc. 0.04% No change 5,500 $752K
Cohen Klingenstein LLC 0.02% No change 5,500 $752K
Next Capital Management LLC 0.20% Reduce -2.7% 5,497 $752K
Shulman DeMeo Asset Management LLC 0.14% Add +0.1% 5,496 $752K
Everhart Financial Group, Inc. 0.05% Add +11.5% 5,484 $750K
Fisher Asset Management 0.00% Reduce -56.7% 5,481 $750K
Birch Financial Group, LLC 0.38% Reduce -3.6% 5,442 $745K
Florida Trust Wealth Management Co 0.02% Reduce -4.0% 5,423 $742K
Welch & Forbes LLC 0.01% Add +23.0% 5,420 $742K
SouthState Bank Corp 0.03% Reduce -0.1% 5,414 $741K
Mather Group, Llc. 0.01% Reduce -0.4% 5,410 $740K
Rexford Capital Inc. 0.45% Add +0.4% 5,406 $740K
Chicago Partners Investment Group LLC 0.01% Add +4.0% 5,481 $739K
Townsquare Capital LLC 0.13% Add +2.9% 5,326 $729K
Taylor Financial Group, Inc. 0.40% Reduce -1.1% 5,314 $727K
Arista Wealth Management, LLC 0.08% Add +0.3% 5,272 $721K
Centiva Capital, LP 0.02% Add +200.5% 5,246 $718K
Advyzon Investment Management, LLC 0.05% Reduce -13.7% 5,235 $716K
BKM Wealth Management, LLC 0.25% Reduce -0.3% 5,229 $715K
Spirepoint Private Client, LLC 0.06% Add +4.1% 5,169 $707K
Cigna Investments Inc. 0.09% Add +1.6% 5,168 $707K
Modera Wealth Management, LLC 0.01% Reduce -2.2% 5,153 $705K
WealthPlan Investment Management, LLC 0.03% Add +0.5% 5,115 $700K
Fiduciary Alliance LLC 0.05% Reduce -0.1% 5,057 $692K
Daymark Wealth Partners, LLC 0.02% Reduce -15.3% 5,041 $690K
Gateway Wealth Partners, LLC 0.04% Reduce -51.4% 5,027 $688K
Procyon Advisors, LLC 0.03% Reduce -0.1% 5,005 $685K
Cloverfields Capital Group, LP 0.21% Reduce -10.0% 5,000 $684K
Tower Bridge Advisors 0.06% No change 4,975 $681K
Affinity Investment Advisors, LLC 0.34% Add +6.4% 4,971 $680K
Kavar Capital Partners Group, LLC 0.08% Add +0.4% 4,948 $677K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +224.6% 4,937 $676K
High Point Wealth Management, LLC 0.56% Add +0.2% 4,929 $674K
Hexagon Capital Partners LLC 0.09% Reduce -0.7% 4,904 $671K
Wilmington Savings Fund Society, FSB 0.01% Reduce -17.3% 4,899 $670K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.23% — 4,895 $670K
Franklin Street Advisors Inc. 0.04% Add +2.0% 4,888 $669K
Southland Equity Partners LLC 0.12% Add +2.0% 4,869 $666K
Jacobi Capital Management LLC 0.03% Add +7.7% 4,858 $665K
High Net Worth Advisory Group LLC 0.14% Reduce -3.0% 4,853 $664K
Spectrum Strategic Capital Management, LLC 0.33% Add +7.4% 4,851 $664K
Sig Brokerage, LP 0.11% New 4,836 $662K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +8.2% 4,832 $661K
Ingalls & Snyder LLC 0.02% Add +90.5% 4,829 $661K
Barry Investment Advisors, LLC 0.14% Reduce -9.0% 4,829 $661K
Cassaday & Co Wealth Management LLC 0.01% Reduce -6.7% 4,829 $661K
Stratos Wealth Advisors, LLC 0.04% Reduce -6.2% 4,817 $659K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -9.7% 4,816 $659K
Bluespring Wealth Management, LLC 0.01% Add +190.0% 4,805 $657K
Radnor Capital Management, LLC 0.09% No change 4,789 $655K
Cohen Investment Advisors LLC 0.29% Add +0.3% 4,788 $655K
Stock Yards Bank & Trust Co. 0.02% Reduce -11.6% 4,750 $650K
Northcape Wealth Management, LLC 0.17% Reduce -9.6% 4,738 $648K
Community Trust & Investment Co. 0.03% Add +1.6% 4,730 $647K
Focus Financial Network, Inc. 0.02% Add +6.7% 4,725 $646K
Rockport Wealth LLC 0.11% No change 4,699 $643K
SVB Wealth LLC 0.04% Reduce -5.0% 4,674 $639K
Shah Wealth Advisors, LLC 0.15% — 4,669 $639K
Fee-Only Financial Planning, L.C. 0.34% Reduce -2.1% 4,669 $639K
Cynosure Group, LLC 0.10% New 4,666 $638K
Pinnacle West Asset Management, Inc. 0.44% No change 4,665 $638K
Quantum Portfolio Management LLC 0.23% Add +1.5% 4,618 $632K
Northside Capital Management, LLC 0.05% No change 4,600 $629K
Investment House LLC 0.03% No change 4,566 $625K
Aberdeen Wealth Management LLC 0.30% Reduce -9.8% 4,563 $624K
Turtle Creek Wealth Advisors, LLC 0.03% Add +33.4% 4,548 $623K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +1.3% 4,541 $621K
Moneta Group Investment Advisors LLC 0.00% Add +4.3% 4,538 $621K
AlphaCore Capital LLC 0.01% Add +42.2% 4,537 $621K
Journey Retirement Planning & Investment Management LLC 0.48% Add +13.7% 4,535 $620K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -0.2% 4,516 $618K
MKT Advisors LLC 0.19% Reduce -13.2% 4,469 $615K
Kathmere Capital Management, LLC 0.03% Reduce -5.4% 4,489 $614K
Himension Capital (singapore) Pte. LTD. 0.04% Reduce -34.4% 4,486 $614K
Gladstone Institutional Advisory LLC 0.02% Reduce -5.0% 4,478 $613K
Institute for Wealth Management, LLC. 0.05% Reduce -2.2% 4,458 $610K
Rossmore Private Capital 0.05% Reduce -6.3% 4,454 $609K
Gilbert & Cook, Inc. 0.07% Add +1.8% 4,440 $607K
Sowell Financial Services LLC 0.02% Reduce -0.7% 4,439 $607K
Spire Wealth Management 0.02% Reduce -62.4% 4,423 $605K
Essex Bank 0.13% Reduce -0.1% 4,415 $604K
Valmark Advisers, Inc. 0.01% Add +58.3% 4,414 $604K
SageView Advisory Group, LLC 0.02% Reduce -9.4% 4,388 $600K
Mayflower Financial Advisors, LLC 0.05% Add +100.3% 4,373 $598K
HF Advisory Group, LLC 0.18% Reduce -1.7% 4,371 $598K
Sterling Wealth Management, Inc. 0.15% No change 4,361 $597K
Creative Financial Designs Inc. 0.03% Add +5.1% 4,361 $597K
Innovative Asset Advisors Group, LLC 0.26% Reduce -99.2% 4,342 $594K
Finward Bancorp 0.45% Reduce -1.1% 4,322 $591K
Monetary Management Group Inc. 0.12% No change 4,320 $591K
Fulton Breakefield Broenniman LLC 0.03% Reduce -9.4% 4,320 $591K
Northwest Bancshares, Inc. 0.11% Reduce -10.4% 4,310 $590K
Baldwin Wealth Partners LLC 0.04% No change 4,305 $589K
Virtue Capital Management, LLC 0.08% Reduce -4.2% 4,304 $589K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -3.0% 4,296 $588K
Davis Investment Partners, LLC 0.18% Reduce -1.9% 4,280 $585K
Heritage Wealth Management, Inc. 0.15% No change 4,260 $583K
Anchor Investment Management, LLC 0.04% Add +0.4% 4,251 $582K
Vigilare Wealth Management 0.18% No change 4,229 $579K
Ironwood Investment Counsel, LLC 0.08% Add +1.7% 4,210 $576K
Capital Investment Advisory Services, LLC 0.04% Add +0.6% 4,190 $573K
Waycross Partners, LLC 0.05% No change 4,180 $572K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +1.5% 4,149 $568K
Arvest Investments, Inc. 0.07% Reduce -2.4% 4,149 $568K
Kera Capital Partners, Inc. 0.05% Add +6.7% 4,141 $567K
Cornerstone Wealth Group, LLC 0.03% Add +64.6% 4,139 $566K
Parkside Financial Bank & Trust 0.04% Add +1.4% 4,137 $566K
Navellier & Associates Inc. 0.04% Add +105.8% 4,117 $563K
CSS LLC 0.08% Add +19.8% 4,110 $562K
Columbia Bank 0.13% Add +1.2% 4,100 $561K
LMG Wealth Partners, LLC 0.09% No change 4,096 $560K
Cannell & Spears LLC 0.01% No change 4,082 $558K
Bridges Investment Management Inc. 0.01% Reduce -5.5% 4,082 $558K
Wealth Enhancement Trust Services, Inc. 0.06% Reduce -12.2% 4,066 $556K
Horizon Family Wealth, Inc. 0.25% Add +8.0% 4,064 $556K
Krilogy Financial LLC 0.02% Add +8.8% 4,056 $555K
Dagco, Inc. 0.10% Add +0.1% 4,051 $554K
Mattern Wealth Management LLC 0.09% No change 4,042 $553K
Tred Avon Family Wealth, LLC 0.17% No change 4,033 $552K
Avantax Planning Partners, Inc. 0.01% No change 4,031 $552K
Penobscot Investment Management Company, Inc. 0.04% Reduce -0.3% 4,031 $551K
Stanley-Laman Group, Ltd. 0.06% Reduce -4.7% 4,027 $551K
Verity Asset Management, Inc. 0.21% Add +7.5% 4,005 $548K
St Germain D J Co. Inc. 0.02% Reduce -0.9% 4,001 $547K
Aristotle Atlantic Partners, LLC 0.02% No change 4,000 $547K
Redmond Asset Management, LLC 0.14% Reduce -4.2% 3,988 $546K
Stonebridge Financial Group, LLC 0.08% — 3,971 $543K
Compass Financial Management LLC 0.07% — 4,159 $543K
J2 Capital Management Inc 0.36% Reduce -3.2% 3,967 $543K
Excalibur Management Corp. 0.18% Add +1.6% 3,966 $543K
Continuum Advisory, LLC 0.04% Add +2.8% 3,954 $541K
BCS Wealth Management 0.10% Reduce -1.0% 3,937 $539K
AlTi Global, Inc. 0.01% Add +3.7% 3,934 $538K
OpenArc Corporate Advisory, LLC 0.01% Add +10.3% 3,920 $536K
Northeast Investment Management 0.02% No change 3,901 $534K
Sky Investment Group LLC 0.09% No change 3,890 $532K
Caldwell Trust Co 0.04% Reduce -2.0% 3,884 $531K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +41.5% 3,881 $531K
Ranch Capital Advisors Inc. 0.17% Add +2.6% 3,879 $531K
Bedel Financial Consulting, Inc. 0.05% No change 3,867 $529K
RiverFront Investment Group, LLC 0.01% Add +66.5% 3,867 $529K
Endeavor Private Wealth, Inc. 0.13% Reduce -13.5% 3,859 $528K
Atom Investors LP 0.05% New 3,858 $528K
International Assets Investment Management, LLC 0.03% Add +11.7% 3,907 $528K
City Holding Co. 0.06% Reduce -2.9% 3,845 $526K
MBL Wealth, LLC 0.04% Reduce -0.7% 3,838 $525K
Gsa Capital Partners LLP 0.03% Add +102.4% 3,837 $525K
Boothbay Fund Management, LLC 0.01% Add +27.5% 3,836 $525K
Intrua Financial, LLC 0.05% Reduce -13.2% 3,834 $525K
Joel Isaacson & Co., LLC 0.02% Reduce -2.4% 3,830 $524K
Indivisible Partners 0.03% Add +40.4% 3,828 $524K
Agate Pass Investment Management, LLC 0.19% No change 3,825 $523K
Centennial Bank 0.17% No change 3,825 $523K
Fulton Bank, N.A. 0.02% Add +3.3% 3,825 $523K
Asset One Wealth Management LLC 0.06% Add +0.5% 3,939 $522K
Kintra Wealth, LLC 0.03% Reduce -2.4% 4,159 $521K
Charles Schwab Trust Co 0.03% No change 3,810 $521K
B. Riley Wealth Advisors, Inc. 0.03% Add +17.4% 3,777 $521K
Brown Financial Advisors 0.18% Reduce -1.8% 3,801 $520K
Financial Advisors Network, Inc. 0.06% Add +12.4% 3,800 $520K
AdvisorNet Financial, Inc 0.02% Add +0.4% 3,791 $519K
Warner Group LLC 0.13% Add +102.0% 3,768 $516K
Cooper Financial Group 0.04% New 3,744 $512K
Abacus Planning Group, Inc. 0.06% Add +4.0% 3,728 $510K
Bay Rivers Group 0.17% No change 3,725 $510K
Patton Albertson Miller Group, LLC 0.05% Reduce -0.3% 3,720 $509K
Hilltop Holdings Inc. 0.04% Reduce -18.5% 3,719 $509K
WBH Advisory Inc. 0.03% Add +2.8% 3,702 $506K
PCM Encore, LLC 0.09% Reduce -1.5% 3,689 $505K
Kennebec Savings Bank 0.40% Reduce -2.1% 3,676 $503K
Prestige Wealth Management Group LLC 0.09% Add +2834.4% 3,668 $502K
Gables Capital Management Inc. 0.18% No change 3,668 $502K
RFG Advisory, LLC 0.01% Reduce -7.7% 3,656 $500K
Keel Point, LLC 0.03% Add +4.3% 3,632 $497K
Maridea Wealth Management LLC 0.05% New 3,628 $496K
Taylor Hoffman Capital Management LLC 0.12% No change 3,626 $496K
Waterloo Capital, L.P. 0.03% Add +4.3% 3,610 $494K
Kiley Juergens Wealth Management, LLC 0.08% No change 3,609 $494K
Werba Rubin Papier Wealth Management 0.06% Add +29.6% 3,604 $493K
Vantus Wealth LLC 0.26% — 3,598 $492K
PlanVest Financial, Inc 0.33% Add +0.3% 3,584 $490K
FourThought Financial Partners, LLC 0.04% Reduce -0.1% 3,563 $487K
Thomasville National Bank 0.03% — 3,560 $487K
Fruth Investment Management 0.12% No change 3,540 $484K
Castleark Management LLC 0.01% New 3,510 $480K
GC Wealth Management RIA, LLC 0.03% Reduce -22.3% 3,503 $479K
Mathes Company, Inc. 0.15% No change 3,500 $479K
Interactive Financial Advisors, Inc. 0.29% No change 3,500 $479K
Westco Advisory Services Inc. 0.29% Reduce -7.9% 3,500 $479K
Trust Co. of Vermont 0.02% — 3,495 $478K
Sax Wealth Advisors, LLC 0.02% Add +42.2% 3,646 $478K
Angeles Wealth Management, LLC 0.02% Add +1.1% 3,492 $478K
Supplemental Annuity Collective Trust of NJ 0.12% Reduce -3.7% 3,490 $477K
L2 Asset Management, LLC 0.05% Reduce -4.9% 3,483 $477K
Opal Wealth Advisors, LLC 0.10% Add +31.3% 3,470 $475K
E&G Advisors, LLC 0.09% No change 3,468 $474K
Leavell Investment Management, Inc. 0.02% Reduce -1.1% 3,466 $474K
Peoples Bank 0.46% Add +30.1% 3,456 $473K
SC&H Financial Advisors, Inc. 0.06% Add +0.3% 3,440 $471K
Legacy Private Trust Co. 0.03% No change 3,436 $470K
King Wealth Management Group 0.05% Add +1.0% 3,426 $469K
Fiduciary Financial Group, LLC 0.05% Reduce -0.5% 3,428 $469K
Country Trust Bank 0.01% Reduce -0.8% 3,428 $469K
Register Financial Advisors LLC 0.14% Add +0.1% 3,412 $467K
Vista Investment Partners Ii, LLC 0.18% Add +0.1% 3,408 $466K
Northstar Advisory Group, LLC 0.14% Add +3.2% 3,405 $466K
Prelude Capital Management, LLC 0.03% Add +114.7% 3,400 $465K
Symphony Financial, Ltd. Co. 0.05% Add +36.6% 3,373 $465K
John G Ullman & Associates Inc. 0.06% No change 3,390 $464K
BCGM Wealth Management, LLC 0.10% Add +4.3% 3,387 $463K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -0.4% 3,364 $460K
Sandro Wealth Management LLC 0.33% Add +9.8% 3,361 $460K
Douglas Lane & Associates, LLC 0.01% Add +18.1% 3,354 $459K
Quotient Wealth Partners, LLC 0.01% Add +12.5% 3,348 $458K
Strategic Wealth Partners, Ltd. 0.03% No change 3,346 $458K
Baker Avenue Asset Management, LP 0.01% Add +10.0% 3,338 $457K
David J Yvars Group 0.22% No change 3,336 $456K
BLB&B Advisors, LLC 0.02% Add +1.2% 3,322 $454K
Knollwood Investment Advisory, LLC 0.04% No change 3,321 $454K
First National Bank Sioux Falls 0.12% No change 3,375 $454K
Glassy Mountain Advisors, Inc. 0.12% No change 3,312 $453K
Panagora Asset Management Inc. 0.00% Reduce -22.6% 3,309 $453K
Financial Engines Advisors L.L.C. 0.00% Add +18.9% 3,309 $453K
McKinney Capital Management, LLC 0.18% Add +15.7% 3,303 $452K
Stiles Financial Services Inc 0.11% Add +0.1% 3,299 $451K
Fieldview Capital Management, LLC 0.13% New 3,298 $451K
United Community Bank 0.14% Reduce -9.6% 3,278 $448K
W Advisors, LLC 0.20% No change 3,274 $448K
Legacy Financial Advisors, Inc. 0.05% Add +1.6% 3,272 $448K
W.H. Cornerstone Investments Inc. 0.25% Reduce -43.0% 3,271 $448K
Tulsa Wealth Advisors, INC 0.06% Reduce -1.1% 3,253 $445K
Fayez Sarofim & Co 0.00% No change 3,250 $445K
Novare Capital Management LLC 0.03% No change 3,250 $445K
PKS Advisory Services, LLC 0.07% Add +8.3% 3,232 $442K
Quent Capital, LLC 0.03% Add +10.7% 3,228 $442K
Pines Wealth Management, LLC 0.13% Add +16.9% 3,215 $440K
Wulff, Hansen & Co. 0.34% Reduce -5.2% 3,215 $440K
IFG Advisory, LLC 0.02% New 3,198 $437K
Barnes Pettey Financial Advisors, LLC 0.14% No change 3,188 $436K
McDonald Partners LLC 0.11% Reduce -5.2% 3,172 $434K
Associated Banc-Corp 0.01% Add +28.5% 3,171 $434K
Convergence Financial, LLC 0.03% Add +86.5% 3,169 $434K
Bogart Wealth, LLC 0.01% Add +9.0% 3,167 $433K
Eddie Patel Inc 0.26% New 3,167 $433K
Great Diamond Partners, LLC 0.07% Reduce -0.1% 3,165 $433K
Channel Wealth LLC 0.10% Add +0.8% 3,159 $432K
Cladis Investment Advisory, LLC 0.20% No change 3,158 $432K
Lathrop Investment Management Co. 0.08% No change 3,160 $432K
Choate Investment Advisors 0.01% Reduce -2.8% 3,140 $430K
Pinnacle Bancorp, Inc. 0.11% Add +34.3% 3,136 $429K
Morningstar Investment Management LLC 0.03% No change 3,265 $428K
Prudent Investors Network, Inc. 0.08% New 3,122 $427K
Bantamac Capital, LLC 0.30% No change 3,120 $427K
Delta Asset Management LLC 0.04% No change 3,118 $427K
Fund Advisors of America Inc 0.39% Add +0.7% 3,114 $426K
Drive Wealth Management, LLC 0.08% Add +5.1% 3,113 $426K
MJP Associates Inc. 0.05% Reduce -2.0% 3,111 $426K
Latitude Advisors, LLC 0.17% Add +16.8% 3,096 $424K
Wellington-Altus USA Inc. 0.30% Add +64.7% 3,210 $421K
Colonial Trust Advisors 0.03% Add +6.0% 3,074 $421K
Elevated Capital Advisors, LLC 0.12% Reduce -52.4% 3,072 $420K
Holderness Investments Co. 0.07% Reduce -2.5% 3,071 $420K
Bahl & Gaynor LLC 0.00% No change 3,053 $418K
Cornerstone Select Advisors, LLC 0.18% Reduce -1.4% 3,047 $417K
Hohimer Wealth Management, LLC 0.04% Add +0.3% 3,045 $417K
one8zero8, LLC 0.08% No change 3,040 $416K
LeClair Wealth Partners LLC 0.22% New 3,039 $416K
Chesley Taft & Associates LLC 0.02% Add +0.8% 3,039 $416K
German American Bancorp, Inc. 0.03% Reduce -2.7% 3,037 $415K
Advisory Resource Group 0.06% Reduce -1.8% 3,014 $412K
Proficio Capital Partners LLC 0.01% New 3,012 $412K
E Fund Management (Hong Kong) Co., Ltd. 0.14% Add +55.8% 3,006 $411K
Perennial Investment Advisors, LLC 0.03% New 3,006 $411K
Avantra Family Wealth, Inc. 0.26% Add +56.9% 2,996 $410K
Harbour Trust & Investment Management Co 0.04% Reduce -16.7% 2,996 $410K
Becker Capital Management Inc. 0.01% Add +2.6% 2,995 $410K
Alhambra Investment Management LLC 0.18% Reduce -10.7% 2,986 $409K
SHUTTLEWORTH & Co 0.33% Reduce -1.0% 2,980 $408K
Marble Wealth, LLC 0.06% Add +0.4% 2,974 $407K
Clear Trail Advisors, LLC 0.06% No change 2,972 $407K
Bison Wealth, LLC 0.04% Add +3.2% 2,988 $406K
Hilltop National Bank 0.09% No change 2,952 $404K
Powers Advisory Group, LLC 0.13% Add +7.3% 2,941 $402K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.13% Add +2456.5% 2,940 $402K
DMC Group, LLC 0.28% Reduce -7.9% 2,940 $402K
FWG Holdings, LLC 0.14% Add +1.4% 2,961 $401K
Innova Wealth Partners 0.17% Reduce -1.7% 2,930 $401K
Nicolet Bankshares Inc. 0.01% Reduce -5.5% 2,945 $400K
Aureus Asset Management, LLC 0.02% Reduce -20.3% 2,905 $397K
Tritonpoint Wealth, LLC 0.04% Add +23.7% 2,905 $397K
LeConte Wealth Management, LLC 0.22% Add +59.2% 2,902 $397K
Central Bank & Trust Co. 0.06% No change 2,900 $397K
Clifford Swan Investment Counsel LLC 0.01% No change 2,900 $397K
Bryn Mawr Trust Advisors, LLC 0.02% Add +2.3% 2,898 $396K
Mosaic Family Wealth Partners, LLC 0.03% Add +48.4% 2,895 $396K
Investment Advisory Services Inc. /TX 0.11% Add +2.5% 2,873 $393K
Tradition Wealth Management, LLC 0.02% Reduce -0.3% 2,870 $393K
Mechanics Financial Corp 0.14% Add +13.7% 2,859 $391K
Dorsey Wright & Associates 0.07% Reduce -74.5% 2,858 $391K
Single Point Partners, LLC 0.07% Reduce -2.1% 2,855 $391K
Lebenthal Global Advisors, LLC 0.05% Reduce -3.3% 2,837 $388K
Foster & Motley Inc. 0.02% Add +32.1% 2,838 $388K
Pure Financial Advisors, LLC 0.01% Reduce -7.7% 2,833 $388K
Kanawha Capital Management LLC 0.03% Add +7.7% 2,831 $387K
Jackson Thornton Wealth Management, LLC 0.03% Add +51.8% 2,822 $386K
Corient IA LP 0.36% No change 2,820 $386K
Chronos Wealth Management, LLC 0.17% No change 2,800 $383K
Clear Creek Financial Management, LLC 0.02% Reduce -0.9% 2,790 $382K
Peoples Financial Services Corp. 0.16% No change 2,785 $381K
BDFS Capital LLC 0.17% No change 2,775 $380K
McDonough Capital Management, Inc 0.19% No change 2,771 $379K
Widmann Financial Services, Inc. 0.20% No change 2,771 $379K
Juncture Wealth Strategies, LLC 0.10% Reduce -3.8% 2,769 $379K
Townsend Asset Management Corp. /NC/ 0.12% Add +0.2% 2,767 $379K
MCF Advisors LLC 0.01% Add +7.6% 2,765 $378K
Bingham Private Wealth, LLC 0.26% New 2,760 $378K
Code Waechter LLC 0.20% Reduce -15.9% 2,758 $377K
Capital Squared Financial LLC 0.25% Add +0.7% 2,745 $375K
GDS Wealth Management 0.02% Add +4.0% 2,730 $373K
Safeguard Investment Advisory Group, LLC 0.09% Add +3.8% 2,721 $372K
Portfolio Design Labs, LLC 0.06% Add +0.1% 2,720 $372K
Canal Capital Management, LLC 0.05% Add +0.7% 2,715 $372K
Curi Capital, LLC 0.01% Reduce -1.0% 2,714 $371K
Pinion Investment Advisors, LLC 0.07% Add +0.3% 2,701 $370K
Beaton Management Co. Inc. 0.15% Reduce -6.9% 2,691 $368K
Wealth Alliance, LLC 0.03% Add +3.9% 2,685 $367K
R Squared Ltd 0.19% Reduce -60.0% 2,681 $367K
Carroll Advisory Group, LLC 0.12% No change 2,681 $367K
apricus wealth, LLC 0.17% Reduce -14.7% 2,677 $366K
Diversified Enterprises, LLC 0.02% Reduce -3.8% 2,676 $366K
Herold Advisors, Inc. 0.07% New 2,678 $366K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.2% 2,674 $366K
Cozad Asset Management Inc. 0.02% Add +14.4% 2,674 $366K
Dearborn Partners LLC 0.02% Reduce -41.7% 2,668 $365K
Lifeworks Advisors, LLC 0.04% Reduce -17.7% 2,666 $365K
Phoenix Wealth Advisors 0.12% Add +7.1% 2,664 $364K
Aegis Wealth Management LLC 0.17% Reduce -0.2% 2,660 $364K
Versant Capital Management, Inc 0.03% Reduce -4.7% 2,656 $363K
Jackson, Grant Investment Advisers, Inc. 0.11% Add +0.4% 2,655 $363K
Signature Estate & Investment Advisors LLC 0.01% Add +0.9% 2,648 $362K
GTS Securities LLC 0.01% Reduce -68.3% 2,647 $362K
Navigation Group, LLC 0.07% No change 2,643 $362K
GeoWealth Management, LLC 0.01% Reduce -53.9% 2,640 $361K
Clark Capital Management Group, Inc. 0.00% Add +25.6% 2,638 $361K
JB Capital LLC 0.01% Add +0.2% 2,635 $361K
Shakespeare Wealth Management, LLC 0.10% No change 2,633 $360K
Smithfield Trust Co 0.01% No change 2,624 $358K
Raleigh Capital Management Inc. 0.11% Reduce -3.1% 2,603 $356K
Gilman Hill Asset Management, LLC 0.05% Reduce -2.3% 2,600 $356K
United Asset Strategies, Inc. 0.03% Add +6.7% 2,596 $355K
Schulhoff & Co. Inc. 0.14% No change 2,595 $355K
KPP Advisory Services LLC 0.04% Reduce -1.7% 2,594 $355K
Ewa, LLC 0.06% Add +2.9% 2,593 $355K
North Dallas Bank & Trust Co. 0.21% Add +1.4% 2,586 $354K
AMG National Trust Bank 0.01% Reduce -88.2% 2,575 $352K
PFG Advisors 0.02% Add +37.0% 2,575 $352K
Severin Investments, LLC 0.26% Add +5.3% 2,559 $350K
Resonant Capital Advisors, LLC 0.02% Add +1.4% 2,556 $350K
FSA Advisors, Inc. 0.16% Reduce -3.8% 2,556 $349K
Roundview Capital LLC 0.02% New 2,548 $349K
Fortem Financial Group, LLC 0.07% Add +0.8% 2,547 $348K
Jump Financial, LLC 0.00% Reduce -84.1% 2,538 $347K
Integrity Alliance, Llc. 0.01% Add +21.4% 2,535 $347K
Terril Brothers, Inc. 0.09% No change 2,525 $345K
Astoria Portfolio Advisors LLC. 0.06% Add +29.8% 2,525 $345K
Laurel Oak Wealth Management, LLC 0.05% Add +6.2% 2,523 $345K
3Chopt Investment Partners, LLC 0.06% Reduce -25.1% 2,516 $344K
Affinity Capital Advisors, LLC 0.04% Add +11.3% 2,521 $343K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,501 $342K
XML Financial, LLC 0.02% No change 2,500 $342K
Catalyst Financial Partners LLC 0.03% Add +5.8% 2,497 $342K
Stratos Investment Management, LLC 0.01% Reduce -4.6% 2,494 $341K
IVC Wealth Advisors LLC 0.13% Reduce -1.5% 2,493 $341K
TritonPoint Partners, LLC 0.03% New 2,492 $341K
Conning Inc. 0.01% No change 2,489 $341K
May Hill Capital, LLC 0.07% Add +5.6% 2,486 $340K
FLC Capital Advisors 0.06% Add +28.6% 2,483 $340K
Icon Wealth Advisors, LLC 0.02% Add +42.1% 2,482 $340K
Maia Wealth LLC 0.05% Add +0.5% 2,480 $339K
Global Trust Asset Management, LLC 0.11% No change 2,472 $338K
Heritage Wealth Advisors 0.01% Add +48.1% 2,462 $337K
GGM Financial LLC 0.13% Add +0.8% 2,450 $335K
Salomon & Ludwin, LLC 0.03% No change 2,479 $335K
Bullseye Investment Management, LLC 0.16% No change 2,447 $335K
Red Door Wealth Management, LLC 0.03% Add +14.4% 2,446 $335K
Forum Finance Group S.A. 0.12% No change 3,000 $332K
AssuredPartners Investment Advisors, LLC 0.03% Add +56.8% 2,411 $330K
Guinness Asset Management LTD 0.01% Add +61.1% 2,403 $329K
Essential Partners LLC 0.15% No change 2,395 $328K
Financial Enhancement Group LLC 0.04% Add +0.2% 2,388 $327K
Nadler Financial Group, Inc. 0.03% Add +9.2% 2,386 $326K
Fidelis Capital Partners, LLC 0.02% Reduce -4.7% 2,385 $326K
Zhang Financial LLC 0.01% Reduce -2.3% 2,381 $326K
KWB Wealth 0.03% New 2,371 $324K
Atlanta Consulting Group Advisors, LLC 0.05% Add +0.3% 2,371 $324K
Rockland Trust Co. 0.01% Reduce -7.3% 2,364 $323K
Fiduciary Group, LLC 0.03% Reduce -10.5% 2,357 $322K
TRB Wealth Management, LLC 0.04% Add +4.4% 2,350 $322K
Harbor Investment Advisory, LLC 0.02% No change 2,345 $321K
Octavia Wealth Advisors, LLC 0.03% Reduce -34.8% 2,332 $319K
WNY Asset Management, LLC 0.03% Add +0.1% 2,329 $319K
West Family Investments, Inc. 0.09% Add +6.1% 2,316 $317K
Accel Wealth Management 0.07% Reduce -0.5% 2,313 $316K
Brian Low Financial Group, LLC 0.18% No change 2,305 $315K
Cornerstone Capital, Inc. 0.03% No change 2,300 $315K
Blue Fin Capital, Inc. 0.05% No change 2,298 $314K
Balboa Wealth Partners 0.04% Reduce -37.6% 2,296 $314K
Atlas Wealth LLC 0.05% Reduce -0.2% 2,287 $313K
CVA Family Office, LLC 0.03% Add +0.2% 2,282 $312K
Integrated Advisors Network LLC 0.01% Reduce -50.3% 2,282 $312K
Investment Research Partners LLC 0.11% Reduce -1.6% 2,281 $312K
Moneco Advisors, LLC 0.02% New 2,280 $312K
Coastal Bridge Advisors, LLC 0.02% Reduce -3.8% 2,277 $312K
Caldwell Sutter Capital, Inc. 0.12% Reduce -1.9% 2,269 $310K
Wealth Quarterback LLC 0.10% Reduce -1.1% 2,263 $310K
Ifrah Financial Services, Inc. 0.08% Reduce -1.2% 2,260 $309K
Optas, LLC 0.04% Add +2.3% 2,252 $308K
Carson Advisory Inc. 0.14% Add +13.9% 2,252 $308K
New Perspectives, Inc 0.09% No change 2,250 $308K
WASHINGTON TRUST Co 0.01% Add +1.9% 2,249 $308K
Journey Advisory Group, LLC 0.02% Reduce -1.4% 2,244 $307K
Private Capital Advisors, Inc. 0.03% No change 2,241 $307K
Facet Wealth, Inc. 0.00% Add +23.9% 2,241 $307K
Xxi Wealth, LLC 0.14% Add +9.6% 2,235 $306K
Waddell & Associates, LLC 0.02% Add +9.2% 2,231 $305K
Pursuit Wealth Strategies, LLC 0.40% Add +26.4% 2,231 $305K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.5% 2,239 $305K
Security Financial Services, INC. 0.04% Add +0.9% 2,228 $305K
Brendel Financial Advisors LLC 0.14% No change 2,226 $305K
Wayfinding Financial, LLC 0.12% Add +1.2% 2,227 $304K
Plimoth Trust Co. LLC 0.06% No change 2,219 $304K
Legacy Solutions, LLC 0.25% Add +0.6% 2,219 $304K
Main Street Financial Solutions, LLC 0.02% Add +31.8% 2,216 $303K
Central Pacific Bank - Trust Division 0.03% Add +0.5% 2,210 $302K
Bouchey Financial Group, Ltd. 0.02% Add +7.7% 2,208 $302K
LCM Capital Management Inc 0.13% Add +2.1% 2,204 $302K
Urban Wealth Management, LLC 0.26% Reduce -43.1% 2,196 $300K
BIT Capital GmbH 0.01% No change 2,193 $300K
Marex Group Ltd 0.00% New 2,190 $300K
Venturi Wealth Management, LLC 0.01% Reduce -14.4% 2,190 $300K
Meridian Financial Advisors, LLC 0.14% Add +0.2% 2,189 $299K
Alteri Wealth LLC 0.08% New 2,178 $298K
WealthBridge Capital Management, LLC 0.06% No change 2,170 $297K
Keebeck Wealth Management 0.03% Add +37.7% 2,169 $297K
Family Manage LLC 0.03% No change 2,165 $296K
Bravera Wealth 0.11% Add +1.7% 2,163 $296K
Magnolia Capital Management Ltd. 0.20% No change 2,155 $295K
Verus Financial Partners, Inc. 0.03% Add +0.1% 2,149 $294K
MFA Wealth Services 0.17% Add +27.6% 2,139 $293K
Towne Trust Company, N.A 0.09% Add +142.0% 2,139 $293K
Alta Advisers Ltd 0.07% No change 2,139 $293K
Forum Financial Management, LP 0.00% Add +11.7% 2,139 $293K
Schmidt P J Investment Management Inc. 0.05% Reduce -4.5% 2,134 $292K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +20.2% 2,133 $292K
Flatrock Wealth Partners LLC 0.11% Reduce -23.4% 2,124 $291K
Defiance ETFs, LLC 0.00% Add +20.9% 2,147 $290K
Koss-Olinger Consulting, LLC 0.02% Reduce -9.8% 2,117 $290K
Good Steward Wealth Advisors,LLC 0.17% Reduce -1.9% 2,117 $290K
Rockbridge Asset Management LLC 0.19% No change 2,116 $289K
Dougherty & Associates, LLC 0.23% Add +0.1% 2,115 $289K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,110 $289K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $289K
North Star Asset Management Inc. 0.01% Add +0.1% 2,099 $287K
Balanced Wealth Group LLC 0.09% Add +0.4% 2,091 $286K
SYM FINANCIAL Corp 0.02% Add +1.2% 2,088 $286K
Richardson Financial Services Inc. 0.16% Reduce -3.2% 2,078 $284K
Leslie Global Wealth, LLC 0.11% Add +0.9% 2,078 $284K
VSM Wealth Advisory, LLC 0.08% Add +0.2% 2,072 $284K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -5.0% 2,067 $283K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,065 $283K
Baker Tilly Wealth Management, LLC 0.06% New 2,064 $282K
Range Advisory, LLC 0.03% Add +11.7% 2,063 $282K
Fortitude Advisory Group L.L.C. 0.11% No change 2,062 $282K
William Allan Corp 0.14% No change 2,057 $281K
Summit Financial Strategies, Inc. 0.02% Reduce -59.4% 2,053 $281K
Azimuth Capital Investment Management LLC 0.01% No change 2,050 $280K
Glass Jacobson Investment Advisors llc 0.09% No change 2,049 $280K
Moss Adams Wealth Advisors LLC 0.02% Add +6.9% 2,048 $280K
Tortuga Wealth Management, Inc 0.21% Add +0.4% 2,048 $280K
LVM Capital Management Ltd. 0.02% No change 2,045 $280K
Colonial Trust Co / SC 0.04% Reduce -1.7% 2,042 $279K
HMV Wealth Advisors, LLC 0.11% No change 2,042 $279K
Hilton Head Capital Partners, LLC 0.14% Add +7.8% 2,041 $279K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.2% 2,034 $278K
Avior Wealth Management, LLC 0.01% Reduce -6.8% 2,033 $278K
Bright Futures Wealth Management, LLC. 0.18% New 2,031 $278K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -1.9% 2,027 $277K
Alliance Wealth Advisors, LLC 0.05% Reduce -4.7% 2,024 $277K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.6% 2,015 $276K
AA Financial Advisors, LLC 0.03% Add +3.1% 2,011 $275K
Fermata Advisors, LLC 0.06% Add +1.5% 2,010 $275K
Marco Investment Management LLC 0.02% No change 2,007 $275K
Evanson Financial, LLC 0.01% — 2,004 $274K
Copley Financial Group, Inc. 0.17% Reduce -38.4% 2,003 $274K
Hartford Financial Management Inc. 0.06% No change 2,000 $274K
Aries Wealth Management 0.05% No change 2,000 $274K
Brady Martz Wealth Solutions, LLC 0.04% New 2,000 $274K
U S Global Investors Inc. 0.03% No change 2,000 $274K
WealthTrust Asset Management, LLC 0.15% Reduce -1.3% 1,998 $273K
Pallas Capital Advisors LLC 0.01% Add +0.4% 1,997 $273K
Cape Cod Five Cents Savings Bank 0.02% — 1,996 $273K
Seamount Financial Group Inc. 0.11% Add +0.5% 1,989 $272K
Titleist Asset Management, LLC 0.02% Reduce -2.5% 1,985 $272K
Great Lakes Advisors, LLC 0.00% Add +14.5% 1,974 $270K
Bank of Hawaii 0.01% Add +17.5% 1,966 $269K
Independence Bank of Kentucky 0.03% Reduce -0.1% 1,965 $269K
First American Trust, FSB 0.02% Add +9.5% 1,961 $268K
AlphaGrep UK Ltd 0.08% New 1,959 $268K
Thoroughbred Financial Services, LLC 0.01% Reduce -8.8% 1,960 $268K
Trustco Bank Corp. N Y 0.20% New 1,957 $268K
Quantum Financial Advisors, LLC 0.03% Reduce -1.9% 1,956 $268K
LiftPoint Family Wealth Advisors LLC 0.18% Reduce -7.6% 1,956 $268K
CRA Financial Services, LLC 0.03% Add +16.4% 1,954 $267K
West Bancorporation Inc. 0.11% Reduce -21.8% 1,941 $266K
Third View Private Wealth, LLC 0.03% New 1,933 $264K
American National Bank & Trust 0.02% Add +13.9% 1,929 $264K
Occidental Asset Management, LLC 0.03% Add +0.6% 1,927 $264K
Grove Bank & Trust 0.03% No change 1,921 $263K
Drucker Wealth 3.0, LLC 0.04% Add +14.3% 1,916 $262K
Inspirion Wealth Advisors, LLC 0.03% No change 1,937 $262K
Keudell/Morrison Wealth Management 0.05% Reduce -2.8% 1,908 $261K
Blue Capital, Inc. 0.17% Add +11.4% 1,904 $260K
Relyea Zuckerberg Hanson LLC 0.02% Add +0.9% 1,904 $260K
Manchester Capital Management LLC 0.03% Add +2.1% 1,903 $260K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -3.9% 1,902 $260K
NFSG Corp 0.03% Add +79.5% 1,901 $260K
Cornerstone Wealth, LLC 0.13% No change 1,961 $260K
Symmetry Partners, LLC 0.01% Add +19.2% 1,899 $260K
Annex Advisory Services, LLC 0.00% Add +4.8% 1,899 $260K
55 North Private Wealth, LLC 0.05% Add +12.9% 1,898 $260K
Chelsea Counsel Co. 0.11% No change 1,895 $259K
Burling Wealth Partners, LLC 0.04% Add +1.7% 1,895 $259K
Tyche Wealth Partners LLC 0.04% Reduce -2.7% 1,895 $259K
Certuity, LLC 0.01% Add +1.0% 1,892 $259K
Vista Capital Partners, Inc. 0.02% Reduce -11.1% 1,890 $259K
REAP Financial Group, LLC 0.04% Add +0.6% 1,888 $258K
FAS Wealth Partners, Inc. 0.01% Add +0.5% 1,887 $258K
Broadview Financial Management, LLC 0.16% New 1,885 $258K
TCI Wealth Advisors, Inc. 0.01% Add +2.7% 1,885 $258K
Concord Wealth Partners 0.03% Reduce -8.9% 1,884 $258K
Canvas Wealth Advisors, LLC 0.04% Add +7.4% 1,883 $258K
Rothschild Wealth LLC 0.02% New 1,877 $257K
Wealth Architects, LLC 0.02% Add +0.2% 1,869 $256K
Cape Investment Advisory, Inc. 0.07% New 1,868 $256K
Sagewood Asset Management LP 0.06% Reduce -19.3% 1,867 $255K
Affiance Financial, LLC 0.04% New 1,860 $254K
LRI Investments, LLC 0.02% Add +0.8% 1,858 $254K
Heritage Trust Co 0.02% Add +12.1% 1,857 $254K
Northland Securities, Inc. 0.15% No change 1,845 $252K
Riverwater Partners LLC 0.07% Add +4.7% 1,845 $252K
Pacific Center for Financial Services 0.06% No change 1,825 $250K
Fielder Capital Group LLC 0.05% Reduce -0.6% 1,819 $249K
Element Wealth, LLC 0.09% Reduce -2.8% 1,818 $249K
Novem Group 0.03% Add +3.3% 1,815 $248K
Souders Financial Advisors 0.02% New 1,811 $248K
Sunflower Bank, N.A. 0.06% Reduce -0.7% 1,808 $247K
CMG Global Holdings, LLC 0.10% No change 1,805 $247K
MQS Management LLC 0.30% Reduce -42.2% 1,803 $247K
D'Orazio & Associates, Inc. 0.03% Reduce -5.9% 1,799 $246K
Retirement Planning Group, LLC 0.01% New 1,792 $245K
Ridgecrest Wealth Partners, LLC 0.12% Add +11.0% 1,790 $245K
STAR Financial Bank 0.10% No change 1,788 $245K
Gen-Wealth Partners Inc 0.07% No change 1,787 $244K
SmartHarvest Portfolios, LLC 0.08% Add +3.4% 1,784 $244K
Financial Solutions Advisory Group, Inc. 0.03% Reduce -6.5% 1,815 $243K
Index Technologies Group LLC 0.19% Add +1.5% 1,768 $242K
Pine Valley Investments Ltd Liability Co 0.01% New 1,764 $241K
Trilogy Capital Inc. 0.01% Reduce -14.4% 1,763 $241K
Rowlandmiller & Partners.adv 0.04% Add +17.4% 1,758 $241K
Legacy Advisors, LLC 0.02% New 1,756 $240K
Financial Consulate, Inc. 0.03% Add +2.8% 1,755 $240K
Elevatus Welath Management 0.06% Add +0.7% 1,752 $240K
LaSalle St. Investment Advisors, LLC 0.03% Add +0.1% 1,749 $239K
Global Wealth Management Investment Advisory, Inc. 0.03% Add +11.3% 1,746 $239K
Cohen Capital Management, Inc. 0.03% No change 1,741 $238K
tru Independence LLC 0.10% Reduce -3.6% 1,735 $237K
Cowa, LLC 0.06% New 1,735 $237K
Richwood Investment Advisors, LLC 0.17% Reduce -3.9% 1,733 $237K
Saiph Capital, LLC 0.07% New 1,732 $237K
Cromwell Holdings LLC 0.11% No change 1,731 $237K
Rodgers Brothers Inc. 0.02% Add +0.3% 1,728 $236K
Kapstone Financial Advisors LLC 0.10% No change 1,723 $236K
Plante Moran Financial Advisors, LLC 0.01% Reduce -49.5% 1,721 $235K
Silver Oak Advisory Group, Inc. 0.09% No change 1,725 $235K
Headinvest, LLC 0.04% New 1,716 $235K
Westside Investment Management, Inc. 0.03% No change 1,715 $235K
Master's Wealth Management Inc. 0.07% Add +5.7% 1,713 $234K
Ridgeline Wealth, LLC 0.14% Reduce -2.8% 1,711 $234K
Stonekeep Investments, LLC 0.14% Add +5.9% 1,710 $234K
Linscomb Wealth, Inc. 0.01% Reduce -1.6% 1,700 $233K
Aldebaran Financial Inc. 0.19% No change 1,700 $233K
Griffin Asset Management, Inc. 0.02% No change 1,700 $233K
Marble Harbor Investment Counsel, LLC 0.02% No change 1,700 $233K
Clearwave Capital, LLC 0.13% Add +2.7% 1,693 $232K
Syntegra Private Wealth Group, LLC 0.02% New 1,683 $230K
Archford Capital Strategies, LLC 0.02% Reduce -0.8% 1,679 $230K
Transamerica Financial Advisors, LLC 0.02% Add +85.8% 1,678 $230K
Washington Trust Bank 0.02% Reduce -3.3% 1,677 $229K
Childress Capital Advisors, LLC 0.04% Reduce -8.5% 1,675 $229K
Breakwater Capital Group 0.03% Add +0.2% 1,671 $229K
TRUE Private Wealth Advisors 0.02% Add +0.5% 1,667 $228K
Markowski Investments 0.05% — 1,664 $228K
KLCM Advisors, Inc. 0.02% No change 1,656 $227K
Montag A & Associates Inc. 0.01% Add +10.7% 1,655 $226K
FSM Wealth Advisors, LLC 0.02% Add +3.6% 1,654 $226K
Elyxium Wealth, LLC 0.02% Reduce -14.1% 1,650 $226K
Thomas Story & Son LLC 0.08% No change 1,650 $226K
Lafayette Investments, Inc. 0.04% No change 1,650 $226K
MTM Investment Management, LLC 0.06% Add +0.1% 1,643 $225K
GHP Investment Advisors, Inc. 0.01% Add +21.0% 1,643 $225K
Sivia Capital Partners, LLC 0.03% No change 1,641 $225K
Wealth Management Associates, Inc. 0.06% No change 1,638 $224K
Greatmark Investment Partners, Inc. 0.02% No change 1,638 $224K
Balefire, LLC 0.04% Reduce -39.8% 1,638 $224K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -70.6% 1,634 $224K
Visionary Wealth Advisors 0.01% Add +0.1% 1,633 $223K
RFG - Bristol Wealth Advisors, LLC 0.05% Add +0.3% 1,631 $223K
Lynx Investment Advisory 0.07% New 1,628 $223K
CGN Advisors LLC 0.02% New 1,626 $222K
Buck Wealth Strategies, LLC 0.02% Reduce -8.0% 1,625 $222K
Duncan Williams Asset Management, LLC 0.05% Add +0.7% 1,623 $222K
Dover Advisors, LLC 0.09% No change 1,925 $222K
First Growth Capital LLC 0.17% No change 1,620 $222K
JNBA Financial Advisors 0.02% Add +0.6% 1,618 $221K
Traveka Wealth, LLC 0.07% Add +0.4% 1,618 $221K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -2.0% 1,613 $221K
Northwest Wealth Management, LLC 0.03% Reduce -0.5% 1,609 $220K
Leisure Capital Management 0.07% No change 1,607 $220K
PMG Family Office LLC 0.20% No change 1,603 $219K
Kestra Investment Management, LLC 0.00% New 1,603 $219K
Godshalk Welsh Capital Management, Inc. 0.12% No change 1,600 $219K
Bill Few Associates, Inc. 0.05% New 1,598 $219K
First Nebraska Trust Co 0.02% No change 1,598 $219K
Legacy Wealth Advisors, LLC 0.09% New 1,594 $218K
Greenwich Wealth Management LLC 0.01% New 1,592 $218K
bLong Financial, LLC 0.14% No change 1,590 $218K
Greenwood Gearhart LLC 0.01% Reduce -5.1% 1,588 $217K
Rollins Financial Advisors, LLC 0.03% New 1,586 $217K
Brooks, Moore & Associates, Inc. 0.10% No change 1,583 $217K
Bailard, Inc. 0.00% New 1,566 $214K
SLT Holdings LLC 0.14% Reduce -11.3% 1,563 $214K
OMNI 360 Wealth, Inc. 0.10% No change 1,555 $213K
QTR Family Wealth, LLC 0.07% New 1,555 $213K
Triad Wealth Partners, LLC 0.01% New 1,657 $213K
Mindset Wealth Management, LLC 0.04% No change 1,553 $212K
Hills Bank & Trust Co 0.01% Reduce -14.6% 1,551 $212K
Tranquility Partners, LLC 0.07% No change 1,545 $211K
L & S Advisors Inc 0.02% Reduce -98.1% 1,544 $211K
Huntleigh Advisors, Inc. 0.03% Add +0.3% 1,540 $211K
KRS Capital Management, LLC 0.10% Add +0.2% 1,541 $211K
OLIO Financial Planning 0.05% No change 1,540 $211K
Optivise Advisory Services LLC 0.11% New 1,539 $211K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -45.3% 1,537 $210K
NorthStar Asset Management LLC 0.04% New 1,533 $210K
Klingman & Associates, LLC 0.01% New 1,530 $209K
NorthCoast Asset Management LLC 0.00% Reduce -73.0% 1,528 $209K
Strait & Sound Wealth Management LLC 0.07% New 1,525 $209K
Keynote Financial Services LLC 0.10% New 1,520 $208K
Manhattan West Asset Management, LLC 0.03% Reduce -4.9% 1,519 $208K
Paragon Private Wealth Management, LLC 0.05% Reduce -5.4% 1,518 $208K
Saranac Partners Ltd 0.07% New 1,515 $207K
UNIVEST FINANCIAL Corp 0.01% New 1,515 $207K
Anchyra Partners LLC 0.05% New 1,509 $206K
Sovran Advisors, LLC 0.02% New 1,549 $206K
Naviter Wealth, LLC 0.02% New 1,505 $206K
Oak Ridge Investments LLC 0.01% Reduce -19.8% 1,501 $205K
Texas Bank & Trust Co 0.07% New 1,500 $205K
Ipswich Investment Management Co., Inc. 0.04% Reduce -3.2% 1,500 $205K
Quest Investment Management LLC 0.02% Reduce -33.3% 1,500 $205K
Virtus Investment Advisers, LLC 0.05% Add +1.8% 1,498 $205K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -26.0% 1,496 $205K
Teza Capital Management LLC 0.39% New 1,492 $204K
CHICAGO TRUST Co NA 0.03% New 1,490 $204K
Wescott Financial Advisory Group, LLC 0.02% New 1,489 $204K
Evolve Private Wealth, LLC 0.01% Reduce -88.4% 1,487 $203K
Paladin Wealth, LLC 0.12% New 1,487 $203K
Biltmore Family Office, LLC 0.03% New 1,484 $203K
South Plains Financial, Inc. 0.11% No change 1,483 $203K
CYBER HORNET ETFs LLC 0.12% Add +0.7% 1,482 $203K
Global Assets Advisory, LLC 0.04% Add +1.8% 1,493 $202K
Omnia Family Wealth, LLC 0.05% New 1,472 $201K
Central Valley Advisors, LLC 0.05% New 1,470 $201K
Rosenberg Matthew Hamilton 0.04% No change 1,470 $201K
Intergy Private Wealth, LLC 0.05% New 1,468 $201K
Brick & Kyle, Associates 0.07% No change 1,529 $200K
Key Financial Inc 0.03% No change 1,444 $198K
Southern Michigan Bank & Trust 0.07% Add +3.6% 1,433 $196K
Avalon Trust Co 0.01% No change 1,432 $196K
Strategic Investment Advisors / MI 0.01% Add +75.0% 1,430 $196K
S.A. Mason LLC 0.06% No change 1,430 $196K
Wellington Shields Capital Management, LLC 0.02% Reduce -14.9% 1,430 $196K
Princeton Global Asset Management LLC 0.03% Add +0.6% 1,423 $195K
LFA - Lugano Financial Advisors SA 0.12% No change 1,412 $193K
Keating Financial Advisory Services, Inc. 0.03% Add +5.6% 1,407 $192K
Tsfg, LLC 0.02% Add +0.2% 1,391 $190K
Deseret Mutual Benefit Administrators 0.06% Reduce -8.7% 1,386 $190K
Centaurus Financial, Inc. 0.01% Add +1.3% 1,376 $188K
Tiaa Trust, National Association 0.01% Add +11.0% 1,366 $187K
ESL Trust Services, LLC 0.03% No change 1,353 $185K
Perkins Coie Trust Co 0.03% Add +29.8% 1,350 $185K
Dakota Community Bank & Trust NA 0.57% No change 1,332 $182K
Nvest Wealth Strategies, Inc. 0.11% Add +0.5% 1,316 $180K
Security National Bank 0.02% No change 1,294 $177K
Acropolis Investment Management, LLC 0.01% No change 1,293 $177K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,265 $173K
Tompkins Financial Corp. 0.01% No change 1,261 $173K
CrossGen Wealth, LLC 0.13% No change 1,250 $171K
Evelyn Partners Group Ltd 0.00% — 1,250 $171K
Commonwealth Retirement Investments LLC 0.05% New 1,248 $171K
Private Wealth Asset Management, LLC 0.02% Reduce -9.8% 1,246 $170K
Cary Street Partners Investment Advisory LLC 0.03% Add +11.8% 1,240 $170K
Blume Capital Management, Inc. 0.03% No change 1,237 $169K
Zions Bancorporation, National Association 0.01% Reduce -19.1% 1,235 $169K
Acima Private Wealth, LLC 0.05% No change 1,224 $167K
1620 Investment Advisors, Inc. 0.10% No change 1,181 $162K
Crewe Advisors LLC 0.01% Reduce -0.3% 1,172 $160K
Gilpin Wealth Management, LLC 0.11% No change 1,151 $157K
Nemes Rush Group LLC 0.01% Add +2.9% 1,135 $155K
Vision Retirement, LLC 0.03% Add +4.3% 1,056 $145K
Asset Planning,Inc 0.09% Add +11.5% 1,049 $144K
Cornerstone Financial Management LLC 0.11% Add +225.3% 1,041 $142K
Avanza Fonder AB 0.00% No change 1,040 $142K
Hughes Financial Services, LLC 0.02% Add +2.2% 1,035 $142K
Allianz SE 0.00% New 1,030 $141K
LGT Financial Advisors LLC 0.73% Add +0.6% 1,008 $138K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +0.3% 1,005 $138K
Trifecta Capital Advisors, LLC 0.02% Add +0.1% 1,001 $137K
Hoese & Co LLP 0.09% Add +100.0% 1,000 $137K
SRH Advisors, LLC 0.03% No change 1,000 $137K
TFC Financial Management, Inc. 0.01% Add +1.1% 961 $131K
Oakworth Capital, Inc. 0.01% No change 965 $131K
Duncker Streett & Co. Inc. 0.02% Reduce -3.5% 908 $124K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -2.6% 889 $122K
Loomis Sayles & Co. L P 0.00% Add +13.3% 888 $121K
SHP Wealth Management 0.01% Add +6.3% 862 $118K
Harborfront Financial Group LLC 0.44% — 858 $117K
Wellington Shields & Co., LLC 0.03% No change 850 $116K
Coastline Trust Co 0.01% No change 846 $116K
Aventura Private Wealth, LLC 0.04% Add +35.0% 841 $115K
Blue Bell Private Wealth Management, LLC 0.01% No change 841 $115K
Brookfield Corp 0.00% Reduce -97.8% 828 $113K
Beacon Investment Advisory Services, Inc. 0.00% No change 825 $113K
Capital Advisors, Ltd. LLC 0.01% Add +1.9% 819 $112K
Toews Corp. 0.02% New 815 $112K
Crews Bank & Trust 0.01% No change 813 $111K
Allied Private Wealth LLC 0.07% — 814 $111K
Quarry LP 0.02% New 808 $111K
Olistico Wealth, LLC 0.05% No change 802 $110K
First United Bank & Trust 0.03% Add +5.8% 802 $110K
Sittner & Nelson, LLC 0.03% Add +0.8% 800 $109K
Basecamp Wealth Advisors LLC 0.02% No change 787 $108K
Valley National Advisers Inc. 0.01% Add +4.3% 782 $107K
IFS Advisors, LLC 0.05% No change 759 $104K
Leonteq Securities AG 0.01% Reduce -82.1% 756 $103K
Monetary Solutions, Ltd 0.09% No change 750 $103K
Capula Management Ltd 0.00% Reduce -66.7% 749 $102K
Evermay Wealth Management LLC 0.01% Add +79.8% 737 $101K
SJS Investment Consulting Inc. 0.01% Reduce -16.5% 719 $98K
Bayban 0.08% Add +16.2% 719 $98K
EFG International AG 0.00% Reduce -44.9% 718 $98K
Axiom Investment Management LLC 0.07% Add +36.2% 711 $97K
Hurley Capital, LLC 0.05% No change 700 $96K
CNB Bank 0.04% Reduce -0.6% 700 $96K
Cornerstone Planning Group LLC 0.01% Add +0.7% 718 $95K
SBI Securities Co., Ltd. 0.00% Add +7.8% 690 $94K
Fiduciary Advisors, Inc. 0.06% No change 687 $94K
University of Texas/Texas Am Investment Management Co. 0.01% Add +86.6% 681 $93K
Catalyst Capital Advisors LLC 0.00% Reduce -1.2% 664 $91K
Glen Eagle Advisors, LLC 0.01% Add +163.3% 645 $88K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +24.0% 645 $88K
Vanguard National Trust Co 0.00% Add +48.7% 638 $87K
Graney & King, LLC 0.03% No change 634 $87K
Mascoma Wealth Management LLC 0.02% Add +0.3% 613 $84K
Bangor Savings Bank 0.01% No change 612 $84K
Signature Equity Partners, LLC 0.04% Add +148.6% 609 $83K
Owl Creek Wealth Partners LLC 0.02% Add +2.5% 604 $83K
Ostrum Asset Management 0.00% Reduce -66.9% 602 $82K
Outlook Capital Management, LLC 0.03% — 601 $82K
Ascentis Wealth Management, LLC 0.01% No change 600 $82K
Ameriflex Group, Inc. 0.03% Reduce -4.5% 599 $82K
Leo H. Evart, Inc. 0.06% Add +0.7% 594 $81K
DT Investment Partners, LLC 0.01% No change 593 $81K
Barrett & Company, Inc. 0.02% Add +0.2% 585 $80K
Provenance Wealth Advisors, LLC 0.01% Add +0.9% 585 $80K
Horizon Bancorp Inc. 0.04% No change 576 $79K
Dunhill Financial, LLC 0.02% Reduce -44.4% 573 $79K
Synergy Investment Management, LLC 0.02% Add +5381.8% 603 $78K
First Command Advisory Services, Inc. 0.00% Reduce -49.8% 567 $78K
Corsicana & Co. 0.04% No change 555 $76K
Smallwood Wealth Investment Management, LLC 0.03% No change 550 $75K
Blueline Advisors LLC 0.05% No change 546 $75K
Operose Advisors LLC 0.01% Reduce -23.9% 545 $75K
Fiduciary Financial Advisors 0.01% New 547 $74K
CDKV Holdings LLC 0.06% No change 540 $74K
SOA Wealth Advisors, LLC. 0.01% Add +0.2% 540 $74K
Rakuten Securities, Inc. 0.02% Add +770.5% 531 $73K
McMillan Office, Inc. 0.01% No change 511 $70K
Addison Advisors LLC 0.03% Reduce -89.3% 507 $69K
Beaird Harris Wealth Management, LLC 0.00% Add +95.4% 506 $69K
Piscataqua Savings Bank 0.05% No change 500 $68K
PFS Partners, LLC 0.03% New 500 $68K
Byrne Asset Management LLC 0.04% No change 490 $67K
Atlas Capital Advisors Inc. 0.01% Add +24.2% 483 $66K
S&T Bank 0.02% Add +7.1% 481 $66K
Silver Grove Financial Group, Inc. 0.04% New 479 $65K
MidFirst Bank 0.00% Reduce -5.4% 472 $65K
Security National Bank of Sioux City Iowa 0.03% New 468 $64K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -67.9% 467 $64K
Reyes Financial Architecture, Inc. 0.04% No change 463 $63K
GW&K Investment Management, LLC 0.00% Reduce -2.1% 463 $63K
Boyd Watterson Asset Management LLC 0.02% No change 460 $63K
Kingdom Financial Group LLC. 0.02% Add +11.9% 450 $62K
Dynamic Wealth Strategies, LLC 0.03% Add +21.9% 445 $61K
Quest 10 Wealth Builders, Inc. 0.05% Add +0.2% 429 $59K
Nvwm, LLC 0.01% Add +0.7% 426 $58K
Adirondack Trust Co. 0.02% Reduce -13.1% 411 $56K
Birchbrook, Inc. 0.03% Add +0.3% 409 $56K
Asset Dedication, LLC 0.00% Add +66.5% 408 $56K
Flagship Wealth Advisors, LLC 0.01% Add +67.5% 402 $55K
MV Capital Management, Inc. 0.00% Add +2.6% 401 $55K
Peterson Wealth Management 0.03% No change 400 $55K
Manning & Napier Advisors LLC 0.00% Add +1533.3% 392 $54K
Frazier Financial Advisors, LLC 0.03% Add +38.4% 1,499 $54K
Pingora Partners LLC 0.03% No change 385 $53K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% Reduce -22.3% 383 $52K
TD Capital Management LLC 0.00% Add +0.8% 382 $52K
Bell Investment Advisors, Inc 0.01% Add +67.0% 374 $51K
First Bancorp, Inc 0.02% New 372 $51K
West Paces Advisors Inc. 0.01% New 371 $51K
Main Street Group, LTD 0.01% Reduce -6.6% 367 $50K
Park Place Capital Corp 0.01% Add +221.2% 363 $50K
Cedar Mountain Advisors, LLC 0.01% Add +0.6% 358 $49K
Godfrey Financial Associates, Inc. 0.04% No change 358 $49K
Core Capital Management & Research, inc. 0.03% — 404 $49K
Hickory Point Bank & Trust 0.03% No change 354 $48K
Financial Avengers, Inc. 0.02% Reduce -14.7% 353 $48K
True Wealth Design, LLC 0.01% Reduce -8.8% 351 $48K
IMA Advisory Services, Inc. 0.00% Add +59.6% 348 $48K
Cypress Capital Management LLC (WY) 0.04% No change 347 $47K
Fortitude Family Office, LLC 0.01% Add +113.6% 346 $47K
Midwest Capital Advisors, LLC 0.02% No change 345 $47K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -17.1% 345 $47K
Elequin Capital, LP 0.01% New 330 $45K
Trust Co 0.00% No change 327 $45K
WPG Advisers, LLC 0.03% Add +7.7% 323 $44K
Advocate Investing Services LLC 0.03% No change 321 $44K
Bullock Wealth Management Group 0.02% No change 325 $44K
Aventus Investment Advisors, Inc. 0.03% No change 320 $44K
Rialto Wealth Management, LLC 0.01% Add +107.2% 315 $43K
Fourth Dimension Wealth, LLC 0.01% Reduce -13.5% 314 $43K
Costello Asset Management, INC 0.01% Add +56.0% 312 $43K
Bruce G. Allen Investments, LLC 0.03% Add +5.5% 307 $42K
Pin Oak Investment Advisors Inc. 0.03% Add +1.0% 305 $42K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 300 $41K
Canton Hathaway, LLC 0.01% No change 300 $41K
GoalVest Advisory LLC 0.01% No change 298 $41K
Burkett Financial Services, LLC 0.01% Add +1.0% 291 $40K
Rossby Financial, LCC 0.01% Reduce -34.5% 290 $40K
Prosperity Bancshares Inc 0.02% Reduce -10.4% 277 $38K
Beacon Financial Strategies CORP 0.02% No change 275 $38K
Advantage Trust Co 0.01% Add +57.1% 275 $38K
O'Domhnaill Enterprises, Inc. 0.03% No change 273 $37K
Dogwood Wealth Management LLC 0.01% Add +16.5% 268 $37K
First Community Trust NA 0.02% No change 266 $36K
JPL Wealth Management, LLC 0.01% Add +4.3% 264 $36K
Measured Wealth Private Client Group, LLC 0.01% No change 259 $35K
Ares Financial Consulting, LLC 0.03% No change 258 $35K
Paladin Partners, LLC 0.02% No change 252 $34K
HHM Wealth Advisors, LLC 0.00% No change 249 $34K
Bayforest Capital Ltd 0.03% Reduce -72.1% 242 $33K
Kemnay Advisory Services Inc. 0.00% Add +10.1% 239 $33K
Acumen Wealth Advisors, LLC 0.01% Add +0.8% 238 $33K
Highline Wealth Partners LLC 0.01% Add +8.7% 237 $32K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.4% 241 $32K
Highland Investment Advisors LLC 0.01% — 232 $32K
Union Savings Bank 0.01% No change 230 $31K
Financial Management Professionals, Inc. 0.00% Add +26.8% 227 $31K
Sarver Vrooman Wealth Advisors 0.02% No change 223 $30K
Purpose Unlimited Inc. 0.00% Reduce -93.4% 217 $30K
Covestor Ltd 0.02% Reduce -20.7% 222 $30K
Bank of New Hampshire 0.01% No change 205 $28K
Adkins Seale Capital Management LLC 0.02% No change 203 $28K
Evolution Wealth Management Inc. 0.02% Add +1.0% 203 $28K
Pension & Wealth Management Advisors, Inc. 0.01% New 202 $28K
Parvin Asset Management, LLC 0.02% New 200 $27K
Frankly Finances, LLC 0.02% New 200 $27K
Caitlin John, LLC 0.01% Add +100.0% 200 $27K
Physician Wealth Advisors, Inc. 0.00% Reduce -0.5% 200 $27K
Lavaca Capital LLC 0.00% No change 200 $27K
Elevation Wealth Partners, LLC 0.01% Add +118.0% 194 $27K
High Note Wealth, LLC 0.00% Reduce -38.1% 193 $26K
Washington Trust Advisors, Inc. 0.00% Add +6.1% 191 $26K
Fairscale Capital, LLC 0.01% No change 183 $25K
Triumph Capital Management 0.00% Add +10.4% 180 $25K
Tradewinds Capital Management, LLC 0.00% No change 176 $24K
Founders Capital Management 0.01% No change 173 $24K
Valued Wealth Advisors LLC 0.01% Reduce -1.2% 169 $23K
Alerus Financial NA 0.00% Add +88.4% 162 $22K
Hara Capital LLC 0.01% No change 150 $21K
Marshall Investment Management, LLC 0.01% No change 150 $21K
Arlington Trust Co LLC 0.00% No change 150 $21K
Pacifica Partners Inc. 0.01% No change 147 $20K
Banque Transatlantique SA 0.00% No change 180 $20K
Ankerstar Wealth, LLC 0.02% No change 146 $20K
Webster Bank, N. A. 0.00% Add +9.2% 143 $20K
Tounjian Advisory Partners, LLC 0.01% Reduce -99.4% 140 $19K
Lodestone Wealth Management LLC 0.01% No change 137 $19K
Spurstone Advisory Services, LLC 0.25% No change 138 $19K
Fortis Group Advisors, LLC 0.00% No change 125 $17K
WealthCollab, LLC 0.01% Reduce -23.5% 124 $17K
Planning Strategies Inc. 0.01% — 123 $17K
Retirement Wealth Solutions LLC 0.01% No change 119 $16K
Financial Perspectives, Inc 0.00% Reduce -13.1% 119 $16K
Wilkerson Advisory Group LLC 0.00% Add +10.9% 112 $15K
Financial Network Wealth Advisors LLC 0.02% No change 109 $15K
Bare Financial Services, Inc 0.00% Add +52.9% 107 $15K
J.Safra Asset Management Corp 0.00% No change 105 $14K
Roble, Belko & Company, Inc 0.00% No change 100 $14K
Roxbury Financial LLC 0.01% No change 102 $14K
IMG Wealth Management, Inc. 0.01% Add +126.7% 102 $14K
Sachetta, LLC 0.01% Add +2.0% 102 $14K
Raffa Wealth Management, LLC 0.00% Add +13.3% 102 $14K
Birchwood Financial Partners, Inc. 0.01% No change 101 $14K
Vermillion Wealth Management, Inc. 0.00% Reduce -22.9% 101 $14K
Holos Integrated Wealth LLC 0.01% No change 100 $14K
Lloyd Advisory Services, LLC. 0.01% Reduce -75.1% 100 $14K
Kentucky Trust Co 0.01% No change 100 $14K
Hager Investment Management Services, LLC 0.01% No change 100 $14K
Strive Financial Group ,LLC 0.01% Add +4.2% 100 $14K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $14K
Estabrook Capital Management 0.00% Reduce -9.1% 100 $14K
Anchor Bay Capital, Inc. 0.01% — 110 $14K
Coston, McIsaac & Partners 0.00% No change 100 $13K
Avion Wealth 0.00% Reduce -2.0% 98 $13K
Mosley Wealth Management 0.00% Reduce -1.1% 92 $13K
Guinness Atkinson Asset Management Inc 0.01% No change 88 $12K
New England Capital Financial Advisors LLC 0.00% No change 86 $12K
General Partner, Inc. 0.01% No change 85 $12K
Prudent Man Investment Management, Inc. 0.00% No change 100 $12K
Clearstead Trust, LLC 0.00% No change 82 $11K
Aspect Partners, LLC 0.00% No change 82 $11K
Vision Financial Markets LLC 0.01% Add +1.3% 81 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +23.8% 78 $11K
Kozak & Associates, Inc. 0.00% No change 78 $11K
LifeSteps Financial, Inc. 0.00% New 76 $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% No change 74 $10K
Morse Asset Management, Inc 0.00% No change 74 $10K
Clark Wealth Partners 0.01% No change 72 $10K
Riverview Trust Co 0.01% No change 72 $10K
Principia Wealth Advisory, LLC 0.00% Add +52.2% 70 $10K
CGC Financial Services, LLC 0.00% Reduce -59.5% 70 $10K
Westfuller Advisors, LLC 0.00% Add +1.4% 70 $10K
Thompson Investment Management, Inc. 0.00% No change 68 $9K
Wolff Wiese Magana LLC 0.00% Reduce -30.9% 67 $9K
Clean Yield Group 0.00% No change 66 $9K
Kilter Group LLC 0.00% Reduce -13.5% 64 $9K
Millstone Evans Group, LLC 0.00% Add +18.9% 63 $9K
Stone House Investment Management, LLC 0.00% No change 63 $9K
McGuire Capital Advisors Inc. 0.00% Reduce -6.1% 62 $8K
1 North Wealth Services LLC 0.00% No change 60 $8K
Hoey Investments, Inc. 0.00% No change 60 $8K
Investors Research Corp 0.00% No change 56 $8K
Greykasell Wealth Strategies, Inc. 0.00% No change 54 $7K
Ulland Investment Advisors, LLC 0.01% No change 50 $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% No change 50 $7K
Gill Capital Partners, LLC 0.00% No change 50 $7K
West Branch Capital LLC 0.00% No change 50 $7K
Activest Wealth Management 0.00% Add +6.5% 49 $7K
Alpine Bank Wealth Management 0.00% New 48 $7K
Sankala Group LLC 0.00% Add +2.0% 51 $6K
BOK Financial Private Wealth, Inc. 0.00% New 47 $6K
Penserra Capital Management LLC 0.00% No change 45 $6K
Imprint Wealth LLC 0.02% Reduce -80.7% 43 $6K
Affinity Wealth LLC 0.00% No change 43 $6K
N.E.W. Advisory Services LLC 0.00% Add +16.7% 42 $6K
Private Wealth Management Group, LLC 0.00% No change 40 $5K
Mb, Levis & Associates, LLC 0.00% No change 36 $5K
United Financial Planning Group LLC 0.00% No change 36 $5K
Optiver Holding B.V. 0.00% Reduce -97.1% 36 $5K
American Capital Advisory, LLC 0.00% Add +106.3% 33 $5K
Gleason Group, Inc. 0.00% Reduce -90.4% 33 $5K
Nalls Sherbakoff Group, LLC 0.00% Reduce -89.3% 32 $4K
Kelleher Financial Advisors 0.00% New 32 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $4K
Medallion Wealth Advisors, LLC 0.00% Add +3.3% 31 $4K
Creative Capital Management Investments LLC 0.00% New 29 $4K
Proathlete Wealth Management LLC 0.00% No change 27 $4K
Investors Portfolio Services LLC 0.00% No change 27 $4K
Whipplewood Advisors, LLC 0.00% Reduce -70.7% 27 $4K
Rachor Investment Advisory Services, LLC 0.00% No change 25 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 25 $3K
WestEnd Advisors, LLC 0.00% Add +8.7% 25 $3K
Hollencrest Capital Management 0.00% No change 24 $3K
Atlatl Advisers LLC 0.00% New 23 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $3K
HFM Investment Advisors, LLC 0.00% Add +120.0% 22 $3K
Key Capital Management, INC 0.00% No change 21 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 20 $3K
Davis Capital Management 0.00% Add +125.0% 18 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $2K
1015 Capital Partners, LLC 0.00% Add +14.3% 16 $2K
Osbon Capital Management LLC 0.00% No change 16 $2K
Toth Financial Advisory Corp. 0.00% No change 15 $2K
Lummis Asset Management, LP 0.00% New 15 $2K
Meramec Financial Planners, LLC 0.00% No change 15 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Torren Management, LLC 0.00% No change 14 $2K
Y.D. More Investments Ltd 0.00% Reduce -23.5% 13 $2K
Benson Wealth Management INC 0.00% No change 12 $2K
DecisionPoint Financial, LLC 0.00% Add +50.0% 12 $2K
Quaker Wealth Management, LLC 0.00% No change 11 $2K
Basepoint Wealth LLC 0.00% No change 11 $1K
Morton Brown Family Wealth, LLC 0.00% New 10 $1K
Game Plan Financial Advisors, LLC 0.00% New 9 $1K
Signature Resources Capital Management, LLC 0.00% New 9 $1K
Vanguard Advisers Inc. 0.00% Reduce -66.7% 9 $1K
Abound Wealth Management 0.00% Reduce -89.8% 6 $822
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $689
Breakwater Investment Management 0.00% No change 5 $685
Sunrise Financial Services, LLC 0.00% No change 5 $684
Strengthening Families & Communities, LLC 0.00% New 5 $684
Robinswood Financial LLC 0.00% No change 4 $551
Redwood Park Advisors LLC 0.00% No change 3 $411
Center for Financial Planning, Inc. 0.00% New 3 $411
Inspire Investing, LLC 0.00% No change 2 $317
Downshift Financial, LLC 0.00% New 2 $274
ROSS\JOHNSON & Associates LLC 0.00% New 1 $137
3 Factor Indexing, LLC 0.00% No change 1 $137
Maryland Capital Advisors Inc. 0.00% — 1 $137
Navigoe, LLC 0.00% New 6 $0

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