Ameriprise FinancialAMP

13F holders, Q1 2024 (March 31)
1,241holders
8famous investors
$437.99avg. 13F price*

At the end of Q1 2024, 1,241 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.6B), BlackRock Inc. ($3.8B) and State Street Corp. ($2.0B). 8 famous investors held it, including Andreas Halvorsen (2.7% of Viking Global Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Ameriprise Financial Inc.
Sector
Finance
CUSIP
03076C106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions125$160.3M
Exits56$39.9M

Ownership 1,241 holders

Vanguard Group Inc. 0.11% Reduce -2.2% 12,725,470 $5.6B
BlackRock Inc. 0.09% Add +2.9% 8,581,446 $3.8B
State Street Corp. 0.09% Reduce -0.5% 4,483,008 $2.0B
JPMorgan Chase & Co. 0.15% Add +18.7% 3,844,165 $1.7B
Aristotle Capital Management, LLC 2.77% Reduce -2.5% 3,409,689 $1.5B
Geode Capital Management, LLC 0.10% Add +1.1% 2,520,989 $1.1B
Morgan Stanley 0.08% Reduce -1.7% 2,223,399 $974.8M
Viking Global Investors 2.66% Reduce -15.0% 1,626,845 $713.3M
Boston Partners 0.81% Reduce -3.5% 1,548,435 $678.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Reduce -13.0% 1,511,791 $662.8M
Nuveen Asset Management, LLC 0.20% Add +1.7% 1,506,946 $660.7M
Norges Bank 0.10% Add +2.8% 1,392,485 $610.5M
UBS Group AG 0.18% Reduce -8.3% 1,243,053 $545.0M
FMR LLC 0.03% Reduce -9.4% 1,156,083 $506.9M
Northern Trust Corp. 0.08% Reduce -6.5% 1,103,979 $484.0M
Bank of New York Mellon Corp 0.09% Reduce -19.4% 1,099,084 $481.9M
Dimensional Fund Advisors LP 0.12% Add +0.4% 1,019,313 $446.9M
Goldman Sachs Group Inc. 0.08% Add +12.7% 919,067 $403.0M
LSV Asset Management 0.82% Reduce -4.2% 908,915 $398.5M
Lyrical Asset Management LP 5.78% Reduce -3.8% 887,902 $389.3M
Royal Bank of Canada 0.09% Reduce -10.4% 862,035 $378.0M
Bank of America Corp. 0.03% Add +8.7% 806,351 $353.5M
TD Asset Management Inc 0.29% Add +18.8% 707,617 $310.2M
Envestnet Asset Management Inc. 0.12% Add +7.8% 703,076 $308.3M
Deutsche Bank AG 0.14% Add +13.2% 681,447 $298.8M
Legal & General Group Plc 0.08% Reduce -1.5% 667,431 $292.6M
Charles Schwab Investment Management Inc. 0.06% Add +1.1% 591,219 $259.2M
Invesco Ltd. 0.05% Reduce -7.2% 561,046 $246.0M
Thrivent Financial for Lutherans 0.48% Add +0.1% 545,784 $239.3M
Barclays PLC 0.11% Add +31.1% 534,492 $234.3M
Truist Financial Corp. 0.35% Add +0.5% 531,236 $232.9M
Brown Advisory Inc. 0.29% Reduce -9.6% 496,124 $217.5M
Beutel, Goodman & Co Ltd. 1.09% Reduce -33.4% 483,992 $212.2M
Lord, Abbett & Co. LLC 0.69% Reduce -9.1% 483,975 $212.2M
Amundi 0.08% Add +4.0% 473,755 $195.5M
Epoch Investment Partners, Inc. 0.86% Add +15.4% 441,253 $193.5M
PNC Financial Services Group, Inc. 0.13% Reduce -1.8% 418,878 $183.7M
Agf Management Ltd. 0.91% Add +0.1% 372,813 $163.5M
Silvercrest Asset Management Group LLC 1.07% Reduce -2.1% 360,044 $157.9M
Marshall Wace, LLP 0.26% Reduce -20.4% 357,860 $156.9M
CIBC Private Wealth Group LLC 0.30% Add +63.3% 349,248 $151.9M
American Century Companies Inc. 0.10% Add +82.7% 344,119 $150.9M
Federated Hermes, Inc. 0.35% Add +12.0% 341,671 $149.8M
Bank of Montreal 0.04% Reduce -5.7% 315,859 $137.8M
Principal Financial Group Inc. 0.08% Add +14.8% 313,250 $137.3M
HSBC Holdings PLC 0.10% Add +14.9% 309,592 $135.7M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -2.4% 258,150 $113.2M
Swedbank AB 0.15% No change 248,467 $108.9M
Franklin Resources Inc. 0.03% Add +242.1% 244,558 $107.2M
Axiom Investors LLC 0.93% Add +1.3% 243,533 $106.8M
Victory Capital Management Inc. 0.10% Reduce -7.5% 222,358 $97.5M
Credit Suisse AG/ 0.09% Reduce -5.6% 221,412 $97.1M
Rhumbline Advisers 0.09% Reduce -1.6% 220,914 $96.9M
TrinityBridge Ltd 3.51% Add +230700.0% 219,260 $96.1M
T. Rowe Price Associates Inc. 0.01% Reduce -2.3% 212,633 $93.2M
Qube Research & Technologies Ltd 0.16% Reduce -4.1% 202,451 $88.8M
Massachusetts Financial Services Co. 0.03% Add +0.8% 197,132 $86.4M
Canada Pension Plan Investment Board 0.09% Add +64.5% 192,360 $84.3M
California Public Employees Retirement System 0.06% Reduce -4.4% 186,696 $81.9M
Welch & Forbes LLC 1.11% Reduce -6.2% 184,290 $80.8M
Sei Investments Co. 0.12% Add +7.2% 181,674 $79.7M
AustralianSuper Pty Ltd 0.45% Add +11.9% 178,494 $77.6M
AXA S.A. 0.23% Add +7.7% 171,051 $75.0M
TCW Group Inc. 0.76% Reduce -0.5% 170,923 $74.9M
Raymond James & Associates 0.05% Reduce -7.8% 158,681 $69.6M
Wells Fargo & Company 0.02% Reduce -5.2% 158,543 $69.5M
Employees Retirement System of Texas 0.76% No change 158,000 $69.3M
California State Teachers Retirement System 0.09% Reduce -1.6% 156,149 $68.5M
Millennium Management 0.06% Add +11.7% 155,541 $68.2M
Alliancebernstein L.P. 0.02% Add +5.0% 152,321 $66.8M
BNP Paribas Financial Markets 0.08% Add +38.3% 147,658 $64.7M
Voloridge Investment Management, LLC 0.23% Reduce -12.0% 146,004 $64.0M
Captrust Financial Advisors 0.23% Add +168.5% 142,895 $62.7M
National Pension Service 0.07% Reduce -1.9% 136,028 $59.6M
Natixis Advisors, LLC 0.14% Add +7.5% 135,412 $59.4M
Todd Asset Management LLC 1.19% Reduce -7.4% 132,831 $58.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +19.4% 132,567 $58.1M
Teachers Retirement System of the State of Kentucky 0.52% Reduce -8.7% 131,264 $57.6M
Voya Investment Management LLC 0.06% Add +5.9% 128,151 $56.2M
Financial Counselors Inc. 0.89% Reduce -7.1% 120,914 $53.0M
Danske Bank A/S 0.16% — 118,603 $52.0M
Korea Investment CORP 0.13% Reduce -4.3% 114,178 $50.1M
Woodline Partners LP 0.45% New 111,140 $48.7M
New York State Teachers Retirement System 0.10% Reduce -4.7% 110,804 $48.6M
Russell Investments Group, Ltd. 0.08% Add +18.4% 110,926 $48.6M
KBC Group NV 0.15% Add +24.4% 109,141 $47.9M
MML Investors Services, LLC 0.19% Add +4.1% 105,396 $46.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -10.3% 104,456 $45.8M
Prudential Financial Inc. 0.06% Reduce -13.1% 100,056 $43.9M
Robeco Institutional Asset Management B.V. 0.09% Add +24.1% 98,968 $43.4M
Adage Capital Partners Gp, L.L.C. 0.08% No change 98,268 $43.1M
CANADA LIFE ASSURANCE Co 0.09% Reduce -12.6% 96,669 $42.4M
US Bancorp \de 0.06% Reduce -2.9% 95,999 $42.1M
Aberdeen Group plc 0.08% Add +3.3% 94,012 $41.2M
Wedge Capital Management L L P 0.65% Reduce -12.6% 91,490 $40.1M
Citigroup Inc. 0.04% Reduce -28.0% 87,513 $38.4M
Cerity Partners LLC 0.10% Add +185.6% 87,112 $38.2M
Pinebridge Investments, L.P. 0.30% Add +7.7% 86,786 $38.1M
AQR Capital Management 0.06% Add +32.2% 85,496 $37.5M
Conning Inc. 1.28% Reduce -1.4% 85,547 $37.4M
Foundry Partners, LLC 1.97% Add +3.1% 84,145 $36.9M
Smith Group Asset Management, LLC 2.09% Add +48.9% 83,316 $36.5M
State Board of Administration of Florida Retirement System 0.08% Add +7.9% 118,211 $36.2M
Atwood & Palmer Inc. 2.70% Reduce -13.7% 81,009 $35.5M
Stifel Financial Corp. 0.04% Reduce -0.7% 80,934 $35.5M
Candriam S.C.A. 0.23% Add +30.3% 79,938 $35.0M
Toronto Dominion Bank 0.05% Add +25.4% 78,933 $34.6M
Aviva PLC 0.12% Reduce -0.4% 77,851 $34.1M
Allianz Asset Management GmbH 0.06% Reduce -67.2% 75,453 $33.1M
MassMutual Private Wealth & Trust, FSB 1.00% Reduce -0.3% 73,066 $32.0M
Schroder Investment Management Group 0.04% Reduce -1.3% 72,151 $31.6M
New York State Common Retirement Fund 0.04% Reduce -11.6% 71,915 $31.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -31.3% 71,433 $31.3M
Balyasny Asset Management L.P. 0.08% Add +7023.1% 71,017 $31.1M
First Trust Advisors LP 0.03% Reduce -87.8% 68,860 $30.2M
Susquehanna International Group, LLP 0.05% Add +54.2% 67,886 $29.8M
Rockefeller Capital Management L.P. 0.09% Add +5.0% 67,822 $29.7M
Capital World Investors 0.00% Add +95.0% 67,606 $29.6M
Applied Finance Capital Management, LLC 2.08% Add +12.5% 67,329 $29.5M
Zacks Investment Management 0.31% Add +7.8% 67,139 $29.4M
Keybank National Association 0.12% Reduce -6.0% 65,367 $28.7M
Aristotle Atlantic Partners, LLC 0.93% Reduce -6.6% 64,724 $28.4M
Nippon Life Global Investors Americas, Inc. 1.28% Add +8.1% 62,290 $27.3M
State of Wisconsin Investment Board 0.07% Reduce -3.6% 62,148 $27.2M
Ferguson Wellman Capital Management, Inc. 0.55% Reduce -0.8% 62,026 $27.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -4.7% 61,526 $27.0M
HRT Financial LP 0.16% Add +39.6% 60,288 $26.4M
Pictet Asset Management Holding SA 0.03% Reduce -0.8% 59,703 $26.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +52.7% 58,826 $25.8M
DekaBank Deutsche Girozentrale 0.05% Add +21.3% 59,400 $25.7M
Alley Investment Management Company, LLC 3.52% Reduce -0.1% 58,388 $25.6M
Meeder Asset Management Inc. 1.59% Add +31.4% 57,560 $25.2M
State of New Jersey Common Pension Fund D 0.08% No change 56,999 $25.0M
Worldquant Millennium Advisors LLC 0.31% Reduce -50.3% 56,805 $24.9M
Man Group plc 0.07% Add +265.0% 56,766 $24.9M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.7% 56,110 $24.6M
Moran Wealth Management, LLC 0.80% Reduce -2.1% 56,016 $24.6M
PhiloSmith Capital Corp 6.85% No change 55,700 $24.4M
Payden & Rygel Investment Group 1.66% — 55,500 $24.3M
Payden & Rygel 1.66% Add +0.4% 55,500 $24.3M
Healthcare of Ontario Pension Plan Trust Fund 0.08% New 54,500 $23.9M
Brandywine Global Investment Management, LLC 0.17% Reduce -1.5% 53,810 $23.6M
Connectus Wealth, LLC 0.64% Add +805.4% 53,647 $23.6M
State of Tennessee, Department of Treasury 0.09% Reduce -37.3% 53,748 $23.6M
Nisa Investment Advisors, LLC 0.15% Reduce -6.8% 52,687 $23.1M
Calamos Advisors LLC 0.16% Reduce -2.5% 52,173 $22.9M
State of Alaska, Department of Revenue 0.26% Reduce -0.1% 51,839 $22.7M
Argent Capital Management LLC 0.65% Reduce -3.8% 51,228 $22.5M
LPL Financial LLC 0.01% Add +22.7% 50,844 $22.3M
M&T Bank Corp 0.08% Reduce -26.6% 50,335 $22.1M
Storebrand Asset Management As 0.08% Add +1.9% 50,235 $22.0M
Neuberger Berman Group LLC 0.02% Reduce -0.6% 49,563 $21.7M
Associated Banc-Corp 0.69% Reduce -0.3% 49,320 $21.6M
Treasurer of the State of North Carolina 0.09% Reduce -1.6% 48,511 $21.3M
Public Employees Retirement System of Ohio 0.08% Reduce -9.8% 47,636 $20.9M
Leeward Investments, LLC - MA 0.92% Add +4.0% 47,482 $20.8M
Bank of Nova Scotia 0.04% Reduce -63.1% 47,075 $20.6M
Abn Amro Investment Solutions 0.34% Reduce -11.2% 44,821 $19.7M
Comerica Bank 0.08% Reduce -14.5% 44,721 $19.6M
SG Americas Securities, LLC 0.10% Add +339.8% 44,571 $19.5M
Lowe Brockenbrough & Co. Inc. 1.31% Add +17.9% 44,225 $19.4M
Nomura Asset Management Co. Ltd. 0.07% Reduce -0.8% 44,105 $19.3M
National Bank of Canada 0.03% Add +2.8% 44,630 $19.3M
HighTower Advisors, LLC 0.03% Reduce -1.2% 44,046 $19.3M
Copeland Capital Management, LLC 0.34% Add +15.6% 43,089 $18.9M
Basswood Capital Management, L.L.C. 1.07% Reduce -28.3% 41,930 $18.4M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -17.2% 40,954 $18.0M
Asset Management One Co., Ltd. 0.07% Reduce -8.8% 40,433 $17.7M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -4.0% 40,220 $17.6M
Commonwealth Equity Services, LLC 0.03% Add +18.4% 40,210 $17.6M
Glenmede Trust Co. NA 0.09% Reduce -2.9% 39,975 $17.5M
Sit Investment Associates Inc. 0.40% Reduce -1.8% 39,795 $17.4M
Royal London Asset Management Ltd. 0.04% Add +1.6% 39,541 $17.3M
Gradient Investments LLC 0.40% Reduce -12.9% 39,489 $17.3M
Alyeska Investment Group, L.P. 0.11% Add +461.9% 39,118 $17.2M
Cohen Klingenstein LLC 0.63% No change 38,623 $16.9M
Bragg Financial Advisors, Inc 0.75% Reduce -3.8% 38,212 $16.8M
Credit Agricole S A 0.29% Add +14.8% 40,548 $16.7M
Greatmark Investment Partners, Inc. 2.35% Add +2.7% 37,585 $16.5M
Erste Asset Management GmbH 0.22% Add +219.4% 37,694 $16.4M
Forsta Ap-Fonden 0.14% Add +1.9% 36,800 $16.1M
Nordea Investment Management AB 0.02% Add +2.6% 35,841 $15.8M
Rafferty Asset Management, LLC 0.06% Reduce -1.8% 35,246 $15.5M
Punch & Associates Investment Management, Inc. 0.88% Add +1.1% 35,010 $15.3M
Varma Mutual Pension Insurance Co 0.13% Add +473.8% 35,000 $15.3M
Resona Asset Management Co.,Ltd. 0.09% — 34,927 $15.3M
Dividend Assets Capital, LLC 3.18% Reduce -3.0% 34,452 $15.1M
Cetera Investment Advisers 0.04% Add +335.6% 34,321 $15.0M
Farmers & Merchants Investments Inc. 0.50% No change 33,953 $14.9M
Envestnet Portfolio Solutions, Inc. 0.05% Add +8.1% 32,379 $14.2M
Boston Common Asset Management, LLC 0.34% Reduce -20.9% 32,284 $14.2M
BI Asset Management Fondsmaeglerselskab A/S 0.25% Add +32.3% 30,420 $13.3M
Jane Street Group, LLC 0.02% Reduce -46.4% 30,243 $13.3M
American International Group, Inc. 0.05% Reduce -2.0% 30,172 $13.2M
Handelsbanken Fonder AB 0.06% Reduce -4.4% 30,046 $13.2M
State of Michigan Retirement System 0.07% Reduce -0.7% 29,478 $12.9M
Novare Capital Management LLC 1.17% Reduce -0.0% 29,465 $12.9M
Mediolanum International Funds Ltd 0.21% — 29,538 $12.9M
Arizona State Retirement System 0.09% Add +0.6% 29,041 $12.7M
NorthRock Partners, LLC 0.49% Reduce -13.2% 28,829 $12.6M
Allspring Global Investments Holdings, LLC 0.02% Add +188.4% 28,658 $12.6M
Mutual of America Capital Management LLC 0.13% Add +1.4% 28,519 $12.5M
Mariner, LLC 0.03% Add +4.6% 28,503 $12.5M
PGGM Investments 0.18% Add +2.2% 28,015 $12.3M
Cambria Investment Management, L.P. 0.73% Reduce -26.3% 27,906 $12.2M
MetLife Investment Management, LLC 0.08% Reduce -4.2% 27,602 $12.1M
Xponance LLC 0.13% Add +0.3% 27,223 $11.9M
Teacher Retirement System of Texas 0.07% Add +8.0% 26,188 $11.5M
Sienna Gestion 0.99% — 26,183 $11.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +17.1% 30,141 $11.4M
Foster & Motley Inc. 0.79% Reduce -5.3% 26,009 $11.4M
Caisse de depot et placement du Quebec 0.03% Reduce -12.1% 25,936 $11.4M
Holocene Advisors, LP 0.04% Add +624.7% 25,653 $11.2M
Guggenheim Capital LLC 0.08% Add +12.9% 25,615 $11.2M
Cibc World Markets Corp. 0.07% Add +7.8% 25,335 $11.1M
Corient Private Wealth LP 0.02% Reduce -3.1% 25,121 $11.0M
O'shaughnessy Asset Management, LLC 0.12% Add +7.5% 25,024 $11.0M
Andra AP-fonden 0.19% Add +6.4% 24,800 $10.9M
Boyar Asset Management Inc. 7.08% Add +5.8% 24,755 $10.9M
DAVENPORT & Co LLC 0.07% Reduce -2.0% 24,668 $10.8M
Tredje AP-fonden 0.11% Add +12.4% 24,458 $10.7M
Macquarie Group Ltd. 0.01% Reduce -0.4% 25,426 $10.7M
Gillson Capital LP 1.00% Reduce -80.7% 24,100 $10.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -5.1% 23,941 $10.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.2% 23,837 $10.5M
Squarepoint Ops LLC 0.04% Add +10.4% 23,570 $10.3M
Ossiam 0.18% Add +537.7% 23,469 $10.3M
Ascent Wealth Partners, LLC 1.52% Add +0.8% 23,397 $10.3M
Texas Permanent School Fund Corp. 0.08% Reduce -0.6% 23,186 $10.2M
Lombard Odier Asset Management (Switzerland) SA 0.70% Reduce -25.1% 22,841 $10.0M
Ameriprise Financial Inc. 0.00% Add +2.3% 22,580 $9.9M
Retirement Systems of Alabama 0.04% Reduce -0.8% 22,117 $9.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -0.7% 21,997 $9.6M
ExodusPoint Capital Management, LP 0.12% Add +575.9% 21,934 $9.6M
Amalgamated Bank 0.08% Reduce -19.8% 21,819 $9.6M
Verity & Verity, LLC 1.07% Reduce -36.6% 21,818 $9.6M
First Manhattan Co. Llc. 0.03% Reduce -2.8% 21,771 $9.5M
Creative Planning 0.01% Add +6.5% 21,736 $9.5M
IFM Investors Pty Ltd 0.10% Reduce -1.8% 21,517 $9.4M
USS Investment Management Ltd 0.08% Reduce -6.5% 21,117 $9.3M
Banque Pictet & Cie SA 0.10% Reduce -3.5% 21,111 $9.3M
Osaic Holdings, Inc. 0.02% Reduce -74.0% 20,976 $9.2M
Park Avenue Securities LLC 0.12% Add +2.0% 20,903 $9.2M
Asset Advisors Investment Management, LLC 1.00% Add +31.3% 20,438 $9.0M
Regions Financial Corp. 0.07% Reduce -3.4% 20,075 $8.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.2% 19,994 $8.8M
Two Sigma Investments, LP 0.02% Reduce -35.0% 19,953 $8.7M
QRG Capital Management, Inc. 0.11% Add +3.9% 19,859 $8.7M
Bulltick Wealth Management, LLC 1.80% Reduce -3.6% 19,660 $8.6M
Mercer Global Advisors Inc. 0.02% Add +17.9% 19,649 $8.6M
Pathstone Holdings, LLC 0.04% Add +20.3% 19,646 $8.6M
ProShare Advisors LLC 0.02% Reduce -7.1% 19,412 $8.5M
Westfield Capital Management Co. LP 0.04% Reduce -82.3% 19,376 $8.5M
Natixis 0.05% Add +164.2% 19,267 $8.4M
Janney Montgomery Scott LLC 0.02% Add +12.8% 18,797 $8.2M
Knights of Columbus Asset Advisors LLC 0.58% Add +1.2% 18,395 $8.1M
Van Eck Associates Corp. 0.01% Add +6.9% 18,279 $8.0M
Unisphere Establishment 0.08% Reduce -40.0% 18,000 $7.9M
STRS Ohio 0.03% No change 18,000 $7.9M
Klingenstein Fields & Co. LP 0.33% No change 17,859 $7.8M
Czech National Bank 0.10% Reduce -0.5% 17,630 $7.7M
Swiss Life Asset Management Ltd 0.11% Reduce -23.8% 17,439 $7.6M
Utah Retirement Systems 0.09% Reduce -2.0% 17,425 $7.6M
Cresset Asset Management, LLC 0.04% Add +27.8% 17,179 $7.5M
Choate Investment Advisors 0.20% Reduce -0.4% 16,854 $7.4M
Patton Albertson Miller Group, LLC 1.10% Add +4.8% 16,734 $7.3M
Degroof Petercam Asset Management 0.09% No change 16,500 $7.2M
DNB Asset Management AS 0.04% Reduce -17.2% 16,480 $7.2M
Glenview Trust Co 0.15% Reduce -2.0% 16,346 $7.2M
Vontobel Holding Ltd. 0.06% Reduce -1.0% 16,332 $7.2M
Legacy Private Trust Co. 0.52% Reduce -5.6% 16,269 $7.1M
Bremer Bank National Association 1.31% Add +4.7% 16,085 $7.1M
Public Sector Pension Investment Board 0.05% Add +0.5% 15,908 $7.0M
Commerce Bank 0.05% Reduce -2.2% 15,820 $6.9M
GS Investments, Inc. 3.29% Add +0.1% 15,574 $6.8M
Venture Visionary Partners LLC 0.32% Add +0.3% 15,332 $6.7M
SYSTM Wealth Solutions LLC 0.85% Add +12.0% 15,329 $6.7M
New York Life Investment Management LLC 0.07% Reduce -4.2% 15,194 $6.7M
Blair William & Co. 0.02% Reduce -1.4% 14,956 $6.6M
Investment Management Corp of Ontario 0.19% Reduce -5.1% 14,923 $6.5M
Atria Investments, Inc 0.09% Add +5.1% 14,859 $6.5M
First Merchants Corp. 0.49% Reduce -5.6% 14,772 $6.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -0.8% 14,818 $6.4M
CIBC Asset Management Inc 0.02% Add +2.6% 14,412 $6.3M
Equitable Trust Co. 0.43% Add +5.9% 14,292 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -7.3% 14,271 $6.3M
Yousif Capital Management, LLC 0.07% Reduce -4.5% 14,042 $6.2M
Ethic Inc. 0.15% Add +4.4% 13,730 $6.0M
Vanguard Personalized Indexing Management, LLC 0.13% Add +0.7% 13,692 $6.0M
Lazard Asset Management LLC 0.01% Reduce -0.8% 13,555 $5.9M
Janus Henderson Group PLC 0.00% Reduce -5.6% 13,524 $5.9M
Crossmark Global Holdings, Inc. 0.11% Reduce -4.6% 13,299 $5.8M
BTC Capital Management, Inc. 0.53% — 13,187 $5.8M
FORA Capital, LLC 0.47% Reduce -12.4% 13,032 $5.7M
Nissay Asset Management Corp. /Japan 0.04% Reduce -75.8% 13,007 $5.7M
Steward Partners Investment Advisory, LLC 0.06% Reduce -0.7% 12,988 $5.7M
Railway Pension Investments Ltd 0.05% Add +5.8% 12,800 $5.6M
ING Groep NV 0.04% Reduce -31.9% 12,634 $5.5M
Ensign Peak Advisors, Inc 0.01% Reduce -34.1% 12,585 $5.5M
Hohimer Wealth Management, LLC 1.26% Reduce -0.8% 12,308 $5.4M
Colonial Trust Co / SC 1.00% Reduce -3.9% 12,216 $5.4M
Bokf, NA 0.10% Reduce -28.0% 12,231 $5.3M
D. E. Shaw & Co. 0.01% Reduce -56.4% 12,091 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +2.2% 12,083 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +1387.6% 11,767 $5.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.43% No change 11,711 $5.1M
Assenagon Asset Management S.A. 0.01% Reduce -80.9% 11,640 $5.1M
Kestra Advisory Services, LLC 0.03% Add +10.1% 11,268 $4.9M
American Assets Investment Management, LLC 0.47% No change 11,250 $4.9M
GAMCO Investors 0.05% No change 11,188 $4.9M
Mackenzie Financial Corp. 0.01% Add +5.9% 10,707 $4.7M
Buckingham Strategic Wealth, LLC 0.05% Add +1.6% 10,645 $4.7M
Jefferies Financial Group Inc. 0.10% New 10,615 $4.7M
Red Cedar Investment Management, LLC 0.58% No change 10,522 $4.6M
Illinois Municipal Retirement Fund 0.07% No change 10,521 $4.6M
L2 Asset Management, LLC 1.51% Add +9.0% 10,470 $4.6M
Wealthfront Advisers LLC 0.02% Reduce -2.7% 10,315 $4.5M
Baird Financial Group, Inc. 0.01% Reduce -0.6% 10,217 $4.5M
Journey Advisory Group, LLC 0.55% Add +8.7% 10,209 $4.5M
Vident Advisory, LLC 0.09% Reduce -79.8% 10,201 $4.5M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +52.9% 10,079 $4.4M
Y-Intercept (Hong Kong) Ltd 0.33% Add +805.8% 10,045 $4.4M
Marvin & Palmer Associates Inc. 4.36% Reduce -1.4% 10,036 $4.4M
SOA Wealth Advisors, LLC. 0.90% Add +1.8% 9,931 $4.4M
Daiwa Securities Group Inc. 0.02% Add +6.3% 9,851 $4.3M
Cadence Bank 0.31% Reduce -3.2% 9,763 $4.3M
Bessemer Group Inc. 0.01% Add +2.1% 9,748 $4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.4% 9,637 $4.2M
Eagle Asset Management Inc. 0.02% Add +2.0% 9,701 $4.2M
Raymond James Trust N.A. 0.10% Reduce -4.4% 9,535 $4.2M
Achmea Investment Management B.V. 0.08% No change 9,462 $4.1M
Fulton Bank, N.A. 0.17% Reduce -2.6% 9,252 $4.1M
TD Private Client Wealth LLC 0.13% Reduce -2.0% 9,162 $4.0M
Aquatic Capital Management LLC 0.13% Reduce -13.6% 9,160 $4.0M
GYL Financial Synergies, LLC 0.31% Add +2.9% 9,088 $4.0M
Burney Co./ 0.15% Add +9.1% 9,037 $4.0M
Edmp, Inc. 3.27% Reduce -0.1% 8,945 $3.9M
Cyndeo Wealth Partners, LLC 0.33% Add +8.8% 8,929 $3.9M
Cubist Systematic Strategies, LLC 0.04% New 8,909 $3.9M
Lighthouse Investment Partners, LLC 0.23% New 8,821 $3.9M
SVB Wealth LLC 0.08% Add +2.4% 8,662 $3.8M
Gulf International Bank (UK) Ltd 0.09% Add +0.6% 8,600 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.7% 8,595 $3.8M
Oregon Public Employees Retirement Fund 0.07% Reduce -26.3% 8,524 $3.7M
NewEdge Advisors, LLC 0.03% Reduce -1.4% 8,377 $3.7M
Pacer Advisors, Inc. 0.01% Add +2.3% 8,373 $3.7M
Eisler Capital (UK) Ltd. 0.44% Add +445.7% 8,077 $3.5M
K.J. Harrison & Partners Inc 0.54% New 8,000 $3.5M
Tower Bridge Advisors 0.36% Reduce -3.0% 7,899 $3.5M
Great Diamond Partners, LLC 0.79% Add +0.6% 7,872 $3.5M
Perigon Wealth Management, LLC 0.10% Reduce -0.4% 7,830 $3.4M
Advisory Services Network, LLC 0.08% Reduce -2.8% 7,811 $3.4M
Kentucky Retirement Systems 0.10% Reduce -6.0% 7,609 $3.3M
Fiera Capital Corp 0.01% New 7,429 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.1% 7,414 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +3.6% 7,377 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +3.6% 7,377 $3.2M
Maryland State Retirement & Pension System 0.06% Reduce -2.1% 7,863 $3.2M
Intech Investment Management LLC 0.05% Reduce -90.1% 7,349 $3.2M
New Potomac Partners, LLC 1.79% Reduce -4.1% 7,338 $3.2M
Carret Asset Management, LLC 0.38% Reduce -1.1% 7,283 $3.2M
Signet Financial Management, LLC 0.44% New 7,246 $3.2M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -5.5% 7,243 $3.2M
Diversified Trust Co. 0.10% Reduce -18.9% 7,242 $3.2M
LMCG Investments, LLC 0.19% Reduce -10.8% 7,184 $3.1M
Ieq Capital, LLC 0.05% Add +20.5% 7,163 $3.1M
Point72 (DIFC) Ltd 0.24% — 7,042 $3.1M
FineMark National Bank & Trust 0.11% Reduce -0.1% 7,028 $3.1M
Groupama Asset Managment 0.06% Reduce -59.1% 3,287 $3.1M
Entropy Technologies, LP 0.33% New 6,979 $3.1M
Wellington Management Group LLP 0.00% Add +13.1% 6,963 $3.1M
Johnson Investment Counsel Inc. 0.03% Reduce -0.3% 6,909 $3.0M
Williams Jones Wealth Management, LLC. 0.04% Add +0.2% 6,902 $3.0M
Mairs & Power Inc. 0.03% Add +262.3% 6,865 $3.0M
Atlantic Union Bankshares Corp 0.25% Add +7.2% 6,862 $3.0M
Malaga Cove Capital, LLC 1.22% Reduce -1.2% 6,812 $3.0M
New Hampshire Trust 0.69% Reduce -3.0% 6,684 $2.9M
Radnor Capital Management, LLC 0.50% No change 6,642 $2.9M
Chesley Taft & Associates LLC 0.15% Reduce -0.1% 6,627 $2.9M
Savant Capital, LLC 0.03% Add +0.4% 6,617 $2.9M
CNB Bank 1.41% Reduce -4.5% 6,583 $2.9M
Great Lakes Advisors, LLC 0.02% Reduce -7.7% 6,576 $2.9M
Lido Advisors, LLC 0.03% Reduce -9.4% 6,546 $2.9M
Bridgeway Capital Management, LLC 0.06% No change 6,540 $2.9M
Dean Investment Associates, LLC 0.39% Add +1.4% 6,501 $2.9M
Hartford Investment Management Co. 0.10% Reduce -4.8% 6,494 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% Add +3.9% 6,494 $2.8M
Great Lakes Retirement, Inc. 0.41% Add +1.9% 6,392 $2.8M
Fifth Third Bancorp 0.01% Reduce -2.2% 6,386 $2.8M
Flputnam Investment Management Co. 0.06% Add +1.9% 6,347 $2.8M
NorthCrest Asset Manangement, LLC 0.09% No change 6,330 $2.8M
Loudon Investment Management, LLC 1.58% Reduce -17.6% 6,282 $2.8M
Cinctive Capital Management LP 0.14% New 6,210 $2.7M
Family Manage LLC 0.50% Add +0.2% 6,190 $2.7M
Virtu Financial LLC 0.20% New 6,050 $2.7M
IMA Advisory Services, Inc. 1.25% Reduce -21.4% 6,017 $2.6M
Aviance Capital Partners, LLC 0.39% No change 6,000 $2.6M
Private Advisor Group, LLC 0.02% Reduce -2.6% 5,960 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -9.1% 5,870 $2.6M
Castellan Group 1.30% Reduce -3.6% 5,806 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -4.9% 5,800 $2.5M
Townsquare Capital LLC 0.04% Add +11.3% 5,701 $2.5M
First Hawaiian Bank 0.08% Add +19.9% 5,682 $2.5M
Quadrature Capital Ltd 0.04% New 5,652 $2.5M
Focus Partners Wealth 0.02% Add +196.2% 5,642 $2.5M
LBP Am SA 0.10% Add +52.4% 5,623 $2.5M
Plato Investment Management Ltd 0.25% Add +19169.0% 5,588 $2.5M
Procyon Advisors, LLC 0.19% Add +3.2% 5,573 $2.4M
NorthCoast Asset Management LLC 0.03% New 5,553 $2.4M
MAI Capital Management 0.03% Add +28.1% 5,535 $2.4M
Atlantic Edge Private Wealth Management, LLC 0.83% Add +3.8% 5,496 $2.4M
Symmetry Partners, LLC 0.19% No change 5,495 $2.4M
17 Capital Partners, LLC 1.78% No change 5,470 $2.4M
Centiva Capital, LP 0.15% Add +455.0% 5,406 $2.4M
iA Global Asset Management Inc. 0.05% Add +46.6% 5,401 $2.4M
Atria Wealth Solutions, Inc. 0.03% Add +11.4% 5,394 $2.4M
Leisure Capital Management 1.18% No change 5,355 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.14% Reduce -17.8% 5,309 $2.3M
Verition Fund Management LLC 0.03% Add +36.7% 5,305 $2.3M
Nations Financial Group Inc, /Ia/ 0.20% Add +12.6% 5,287 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -1.8% 5,217 $2.3M
Alpine Global Management, LLC 0.53% New 5,162 $2.3M
Cove Private Wealth, LLC 1.97% Reduce -9.3% 5,123 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -5.6% 5,081 $2.2M
Cibc World Market Inc. 0.01% Reduce -26.2% 5,059 $2.2M
Cullen/Frost Bankers, Inc. 0.03% Add +3.1% 5,036 $2.2M
Oppenheimer & Co. Inc. 0.04% Reduce -0.5% 4,999 $2.2M
Bradley Foster & Sargent Inc. 0.04% No change 4,980 $2.2M
Affinity Investment Advisors, LLC 1.57% Add +5.0% 4,897 $2.1M
Quantinno Capital Management LP 0.05% Add +28.8% 4,884 $2.1M
Eley Financial Management, Inc 0.92% Reduce -1.6% 4,847 $2.1M
AlphaQuest LLC 0.37% Add +2.5% 4,841 $2.1M
Greenleaf Trust 0.02% Reduce -1.1% 4,802 $2.1M
Apollon Wealth Management, LLC 0.07% Reduce -4.7% 4,725 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Reduce -6.9% 4,718 $2.1M
Peddock Capital Advisors, LLC 0.54% Add +2.4% 4,703 $2.1M
Hilltop National Bank 0.69% — 4,648 $2.0M
Impax Asset Management Group plc 0.01% No change 4,629 $2.0M
TruWealth Advisors, LLC 0.14% Reduce -2.1% 4,625 $2.0M
1832 Asset Management L.P. 0.00% Reduce -16.7% 4,591 $2.0M
Realta Investment Advisors 0.41% Reduce -0.7% 4,543 $2.0M
Connecticut Wealth Management, LLC 0.10% Add +0.5% 4,479 $2.0M
Elevation Point Wealth Partners, LLC 0.15% Add +3.9% 4,460 $2.0M
Unigestion Holding SA 0.10% Add +80.0% 4,436 $1.9M
Martingale Asset Management L P 0.04% Add +224.4% 4,431 $1.9M
Rwa Wealth Partners, LLC 0.03% Add +0.9% 4,408 $1.9M
Auxier Asset Management LLC 0.29% No change 4,401 $1.9M
D.A. Davidson & Co. 0.02% Add +2.6% 4,383 $1.9M
United Capital Financial Advisors, LLC 0.02% Reduce -6.7% 4,338 $1.9M
Principal Securities, Inc. 0.06% Add +7.0% 4,325 $1.9M
MainStreet Investment Advisors LLC 0.23% Reduce -5.0% 4,302 $1.9M
TD Waterhouse Canada Inc. 0.01% Reduce -7.6% 3,959 $1.9M
E. Ohman J:or Asset Management AB 0.05% Add +10.5% 4,200 $1.8M
Ramirez Asset Management, Inc. 0.37% No change 4,197 $1.8M
Parallel Advisors, LLC 0.05% Add +6.1% 4,133 $1.8M
Graypoint LLC 0.13% Add +2.1% 4,053 $1.8M
Metropolitan Life Insurance Co 0.08% Reduce -1.9% 4,042 $1.8M
Point72 Asia (Singapore) Pte. Ltd. 0.46% New 4,005 $1.8M
Prescott Group Capital Management, L.L.C. 0.28% No change 4,000 $1.8M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.7% 3,924 $1.7M
CenterBook Partners LP 0.12% Add +219.5% 3,917 $1.7M
V-Square Quantitative Management LLC 0.24% No change 3,914 $1.7M
Manchester Capital Management LLC 0.21% Add +0.1% 3,911 $1.7M
Quantbot Technologies LP 0.10% New 3,907 $1.7M
Empirical Finance, LLC 0.10% Add +3.0% 3,896 $1.7M
Covenant Partners, LLC 0.50% No change 3,882 $1.7M
Quadrant Capital Group LLC 0.13% Reduce -2.2% 3,869 $1.7M
Keeley-Teton Advisors, LLC 0.21% Reduce -2.7% 3,867 $1.7M
Dean Capital Management 0.98% No change 3,849 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +0.3% 3,818 $1.7M
Jump Financial, LLC 0.05% Reduce -38.6% 3,784 $1.7M
Coldstream Capital Management Inc. 0.04% Add +3.7% 3,734 $1.6M
Montecito Bank & Trust 0.33% Add +5.7% 3,720 $1.6M
Prentice Wealth Management LLC 0.56% Add +0.5% 3,710 $1.6M
Grey Street Capital, LLC 0.22% New 3,706 $1.6M
CENTRAL TRUST Co 0.04% Add +0.2% 3,681 $1.6M
First Horizon Advisors, Inc. 0.05% Reduce -4.3% 3,667 $1.6M
Bank Ozk 0.71% Add +6.3% 3,633 $1.6M
Empowered Funds, LLC 0.03% Add +13.7% 3,621 $1.6M
NewEdge Wealth, LLC 0.04% Add +23.1% 3,790 $1.6M
Norinchukin Bank, The 0.05% Reduce -2.3% 3,570 $1.6M
Redwood Investment Management, LLC 0.15% Reduce -4.8% 3,541 $1.6M
Prudent Man Advisors, LLC 0.58% Reduce -5.4% 3,541 $1.6M
UniSuper Management Pty Ltd 0.01% Add +259.4% 3,540 $1.6M
Wbi Investments, LLC 0.32% Add +11.2% 3,519 $1.5M
First Trust Direct Indexing L.P. 0.11% Add +14.3% 3,509 $1.5M
Chemistry Wealth Management LLC 0.41% Reduce -2.3% 3,506 $1.5M
Stewart & Patten Co. LLC 0.23% No change 3,503 $1.5M
Pensionfund Sabic 0.46% Reduce -16.7% 3,500 $1.5M
Florida Trust Wealth Management Co 0.05% Reduce -9.8% 3,479 $1.5M
Financial Advocates Investment Management 0.09% Add +4.8% 3,474 $1.5M
CHICAGO TRUST Co NA 0.31% Add +4.3% 3,469 $1.5M
Ontario Teachers Pension Plan Board 0.01% New 3,456 $1.5M
APG Asset Management N.V. 0.00% No change 3,732 $1.5M
Lecap Asset Management Ltd. 0.31% New 3,433 $1.5M
Metis Global Partners, LLC 0.05% Reduce -3.3% 3,430 $1.5M
Choreo, LLC 0.04% Reduce -0.2% 3,428 $1.5M
Harfst & Associates, Inc. 0.35% New 3,402 $1.5M
Riverview Trust Co 1.15% No change 3,384 $1.5M
Letson Investment Management, Inc. 0.63% No change 3,381 $1.5M
Summit Financial, LLC 0.09% Reduce -3.5% 3,381 $1.5M
Vestcor Inc 0.05% Reduce -27.5% 3,378 $1.5M
Qtron Investments LLC 0.21% Add +20.8% 3,377 $1.5M
Brevan Howard Capital Management LP 0.14% Add +160.3% 3,361 $1.5M
CTC Alternative Strategies, Ltd. 0.91% New 3,330 $1.5M
Capstone Investment Advisors, LLC 0.05% Add +142.0% 3,328 $1.5M
Shell Asset Management Co. 0.07% Add +68.4% 3,407 $1.5M
Wedmont Private Capital 0.11% Add +5.9% 3,385 $1.5M
Lincoln National Corp. 0.02% Add +28.0% 3,312 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -8.3% 3,307 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -15.7% 3,302 $1.4M
Independent Advisor Alliance 0.05% Add +18.1% 3,248 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -55.8% 3,246 $1.4M
Fiduciary Trust Co 0.02% Reduce -4.8% 3,228 $1.4M
Jacobi Capital Management LLC 0.13% Reduce -10.1% 3,212 $1.4M
Maven Securities LTD 0.08% New 3,188 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Add +33.4% 4,238 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.8% 3,179 $1.4M
Pring Turner Capital Group Inc. 1.02% No change 3,176 $1.4M
Hilltop Partners LLC 0.50% Reduce -0.4% 3,171 $1.4M
Vinva Investment Management Ltd 0.08% Add +11.7% 3,171 $1.4M
Meeder Advisory Services, Inc. 0.14% Add +6.5% 3,163 $1.4M
Siemens Fonds Invest GmbH 0.11% Reduce -1.9% 3,159 $1.4M
Tectonic Advisors LLC 0.11% Add +5.3% 3,158 $1.4M
Tidal Investments LLC 0.02% Add +9.3% 3,153 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +2.5% 3,139 $1.4M
Kestra Private Wealth Services, LLC 0.03% Add +2.4% 3,137 $1.4M
Chilton Investment Co. Inc. 0.04% No change 3,133 $1.4M
Cwm, LLC 0.01% Reduce -5.2% 3,128 $1.4M
Palisade Asset Management, LLC 0.13% No change 3,109 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -3.1% 3,108 $1.4M
RFG Advisory, LLC 0.05% Reduce -0.5% 3,105 $1.4M
Engineers Gate Manager LP 0.04% New 3,096 $1.4M
Courier Capital LLC 0.10% No change 3,090 $1.4M
Tiaa Trust, National Association 0.00% Add +3.0% 3,062 $1.3M
Trust Co. of Vermont 0.07% Add +445.6% 3,061 $1.3M
Bridges Investment Management Inc. 0.04% Reduce -1.6% 3,055 $1.3M
AXS Investments LLC 0.32% New 3,030 $1.3M
Pitcairn Co. 0.09% Add +2.2% 3,022 $1.3M
Versor Investments LP 0.27% Add +3.5% 3,000 $1.3M
Retireful, LLC 0.55% New 2,990 $1.3M
Genus Capital Management Inc. 0.17% — 2,939 $1.3M
Sabal Trust CO 0.07% Reduce -0.3% 2,921 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +204.1% 2,907 $1.3M
Campbell & CO Investment Adviser LLC 0.11% Add +33.9% 2,903 $1.3M
Catalyst Funds Management Pty Ltd 0.35% — 2,900 $1.3M
Sandy Cove Advisors, LLC 0.58% Reduce -1.9% 2,890 $1.3M
Anfield Capital Management, LLC 0.61% New 2,886 $1.3M
M. Kulyk & Associates, LLC 0.29% No change 2,874 $1.3M
Stevens Capital Management LP 0.24% New 2,867 $1.3M
Marks Group Wealth Management, Inc 0.13% No change 2,858 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +0.1% 2,808 $1.2M
Synovus Financial Corp. 0.02% Add +30.3% 2,806 $1.2M
Point72 Hong Kong Ltd 0.06% New 2,800 $1.2M
Huntington National Bank 0.01% Reduce -6.8% 2,797 $1.2M
Trexquant Investment LP 0.02% New 2,776 $1.2M
HB Wealth Management, LLC 0.02% Reduce -4.0% 2,771 $1.2M
Bleakley Financial Group, LLC 0.04% Add +2.9% 2,758 $1.2M
Simplicity Wealth,LLC 0.03% New 2,737 $1.2M
Heartland Bank & Trust Co 0.70% Reduce -1.6% 2,731 $1.2M
Paloma Partners Management Co 0.25% New 2,725 $1.2M
Integrated Wealth Concepts LLC 0.02% Add +9.7% 2,711 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +972.6% 2,703 $1.2M
Jacobs Levy Equity Management, Inc. 0.01% No change 2,694 $1.2M
Zhang Financial LLC 0.09% Add +55.4% 2,679 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +4.3% 2,668 $1.2M
HM Payson & Co. 0.02% Reduce -3.2% 2,663 $1.2M
Personal Cfo Solutions, LLC 0.18% Add +0.3% 2,662 $1.2M
HighPoint Advisor Group LLC 0.08% Reduce -2.0% 2,656 $1.1M
Gator Capital Management, LLC 0.58% No change 2,600 $1.1M
Paradigm Asset Management Co. LLC 0.29% No change 2,600 $1.1M
EPG Wealth Management LLC 0.28% Add +13.8% 2,598 $1.1M
Chase Investment Counsel Corp. 0.42% No change 2,600 $1.1M
Penobscot Investment Management Company, Inc. 0.12% No change 2,577 $1.1M
Skba Capital Management LLC 0.18% Reduce -9.5% 2,575 $1.1M
Two Sigma Securities, LLC 0.05% Add +204.3% 2,556 $1.1M
Balentine LLC 0.03% Reduce -0.7% 2,538 $1.1M
Brendel Financial Advisors LLC 1.27% No change 2,534 $1.1M
Freedom Investment Management, Inc. 0.09% Add +3.1% 2,515 $1.1M
Lake Street Advisors Group, LLC 0.05% Add +0.6% 2,506 $1.1M
Vectors Research Management, LLC 0.31% No change 2,480 $1.1M
Certuity, LLC 0.10% Add +4.0% 2,477 $1.1M
Fayez Sarofim & Co 0.00% No change 2,470 $1.1M
Alaska Permanent Fund Corp 0.02% Reduce -60.0% 2,468 $1.1M
Legacy Capital Group California, Inc. 0.40% New 2,444 $1.1M
UMB Bank, n.a. 0.02% Reduce -20.2% 2,439 $1.1M
Cavalier Investments, LLC 0.39% Add +4.9% 2,417 $1.1M
Clearstead Advisors, LLC 0.05% Reduce -0.6% 2,402 $1.0M
OneDigital Investment Advisors LLC 0.02% Add +1.1% 2,366 $1.0M
NEOS Investment Management LLC 0.06% Add +63.7% 2,348 $1.0M
Seven Eight Capital, LP 0.11% Reduce -2.2% 2,333 $1.0M
Caprock Group, LLC 0.06% Add +0.3% 2,311 $1.0M
Copperwynd Financial, LLC 0.36% Reduce -3.1% 2,309 $1.0M
Signaturefd, LLC 0.02% Add +1.1% 2,296 $1.0M
&partners 0.14% Add +12.6% 2,277 $998K
Stratos Wealth Partners, LTD. 0.02% Add +4.4% 2,271 $996K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.04% Add +50.4% 2,269 $995K
Old North State Trust, LLC 0.84% — 2,266 $994K
Fifth Third Wealth Advisors LLC 0.15% Add +19.1% 2,234 $980K
Lindbrook Capital, LLC 0.09% Add +0.6% 2,190 $960K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -7.2% 2,167 $950K
Pettee Investors, Inc. 0.40% No change 2,150 $943K
Gateway Investment Advisers LLC 0.01% Add +0.9% 2,140 $938K
US Asset Management LLC 0.83% Reduce -29.1% 2,105 $923K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.23% No change 2,095 $919K
Angeles Investment Advisors, LLC 0.05% Add +2.5% 2,093 $918K
Wolverine Trading, LLC 0.01% New 2,092 $917K
Tower Research Capital LLC (TRC) 0.02% Reduce -84.7% 2,075 $910K
Fielder Capital Group LLC 0.40% Add +0.5% 2,053 $900K
Hancock Whitney Corp. 0.03% Add +2.5% 2,049 $898K
Round Rock Advisors LLC 0.21% Add +0.7% 2,035 $892K
Gateway Advisory, LLC 0.16% Add +0.7% 2,021 $886K
Walleye Capital LLC 0.01% Reduce -93.2% 2,001 $877K
Federation des caisses Desjardins du Quebec 0.01% Add +34.8% 2,202 $876K
Pacific Capital Partners Ltd 0.57% No change 1,998 $876K
Prosperity Consulting Group, LLC 0.11% Add +3.4% 1,997 $876K
Virtus Advisers, LLC 0.46% New 1,952 $856K
Adapt Wealth Advisors, LLC 0.60% — 1,935 $848K
Kintra Wealth, LLC 0.62% Reduce -7.5% 1,917 $841K
MorganRosel Wealth Management, LLC 0.30% Reduce -1.4% 1,896 $831K
LM Advisors LLC 0.15% No change 1,896 $831K
Stonegate Investment Group, LLC 0.03% Reduce -0.3% 1,884 $826K
TrinityPoint Wealth, LLC 0.14% Add +10.9% 1,882 $825K
Evergreen Capital Management LLC 0.03% Add +0.3% 1,874 $822K
Stephens Inc. 0.01% Reduce -0.8% 1,871 $820K
Bfsg, LLC 0.11% Add +25.4% 1,870 $820K
Park Place Capital Corp 0.29% Reduce -37.0% 1,861 $816K
Quent Capital, LLC 0.10% Add +5.2% 1,858 $815K
Mather Group, Llc. 0.01% Reduce -0.1% 2,143 $814K
Wilbanks Smith & Thomas Asset Management LLC 0.02% No change 1,846 $809K
Basepoint Wealth LLC 0.61% Add +20.2% 1,846 $809K
Syon Capital LLC 0.08% Add +2.7% 1,831 $803K
Dodge & Cox 0.00% No change 1,827 $801K
Caldwell Trust Co 0.09% Add +80.1% 1,814 $795K
Alberta Investment Management Corp 0.01% No change 1,800 $789K
DoubleLine ETF Adviser LP 0.20% Add +5.8% 1,799 $789K
Ritholtz Wealth Management 0.03% Add +3.0% 1,794 $787K
Insigneo Advisory Services, LLC 0.09% Add +7.8% 1,791 $785K
Belpointe Asset Management LLC 0.06% Add +35.0% 1,786 $783K
Gratus Wealth Advisors, LLC 0.14% Add +1.4% 1,887 $779K
Integrated Advisors Network LLC 0.04% Reduce -1.7% 1,775 $778K
ERn Financial, LLC 0.13% No change 1,771 $777K
First Commonwealth Financial Corp 0.21% Add +0.6% 1,767 $775K
IFP Advisors, Inc 0.03% Reduce -2.6% 1,763 $773K
Transamerica Financial Advisors, LLC 0.08% Reduce -6.1% 1,761 $773K
Legacy Trust 0.19% Add +2.9% 1,752 $768K
Pennsylvania Capital Management Inc. 0.31% No change 1,733 $760K
Legacy Advisors, LLC 0.10% Add +4.7% 1,727 $757K
OmniStar Financial Group, Inc. 0.69% New 1,725 $757K
Stonehage Fleming Financial Services Holdings Ltd 0.05% Add +64.6% 2,514 $756K
Boston Financial Mangement LLC 0.02% Reduce -1.4% 1,721 $755K
Assetmark, Inc. 0.00% Add +1.2% 1,706 $748K
CI Investments Inc. 0.00% Add +21.2% 1,699 $745K
Spinnaker Trust 0.05% No change 1,685 $739K
Rathbones Group PLC 0.00% Reduce -3.7% 1,682 $737K
Argent Trust Co 0.03% Reduce -0.2% 1,677 $735K
Ballentine Partners, LLC 0.01% Add +2.6% 1,651 $724K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.1% 1,632 $715K
Everpar Advisors LLC 0.43% Reduce -45.0% 1,624 $712K
EP Wealth Advisors, LLC 0.01% Reduce -1.8% 1,619 $710K
CW Advisors, LLC 0.01% Add +4.2% 1,617 $709K
Grove Bank & Trust 0.12% Reduce -1.4% 1,615 $708K
KLR Investment Advisors, LLC 0.51% Add +4.2% 1,679 $707K
Mengis Capital Management, Inc. 0.11% New 1,610 $706K
Howard Capital Management Group, LLC 0.05% No change 1,609 $705K
Transcend Capital Advisors, LLC 0.06% Reduce -2.2% 1,605 $704K
Ancora Advisors LLC 0.02% No change 1,603 $703K
Eagle Global Advisors LLC 0.04% No change 1,600 $702K
Lebenthal Global Advisors, LLC 0.16% Add +10.8% 1,596 $700K
Snowden Capital Advisors LLC 0.02% Add +29.6% 1,594 $699K
AE Wealth Management LLC 0.01% Reduce -84.8% 1,588 $697K
Stokes Capital Advisors, LLC 0.20% Reduce -17.0% 1,585 $695K
Advisors Asset Management, Inc. 0.01% Add +29.9% 1,585 $695K
Kolinsky Wealth Management, LLC 0.52% Add +3.5% 1,555 $682K
Vishria Bird Financial Group, LLC 0.29% No change 1,545 $677K
Profund Advisors LLC 0.03% Add +13.4% 1,543 $677K
First Citizens Bank & Trust Co. 0.01% New 1,543 $677K
Schechter Investment Advisors, LLC 0.05% Add +0.2% 1,541 $676K
Praxis Investment Management Inc. 0.04% No change 1,540 $675K
Fort Point Capital Partners LLC 0.09% No change 1,525 $669K
1776 Wealth LLC 0.31% Reduce -1.1% 1,516 $665K
Central Pacific Bank - Trust Division 0.09% — 1,520 $661K
MQS Management LLC 0.38% New 1,498 $657K
Coastal Bridge Advisors, LLC 0.15% Add +0.1% 1,490 $653K
Accel Wealth Management 0.28% Reduce -6.0% 1,482 $650K
Focus Partners Advisor Solutions, LLC 0.02% New 1,477 $648K
Horizon Investments, LLC 0.02% Add +5.3% 1,476 $645K
Searle & Co. 0.16% No change 1,469 $644K
Insight Advisors, LLC/ PA 0.12% No change 1,467 $643K
Renasant Bank 0.45% Reduce -1.4% 1,458 $639K
Convergence Investment Partners, LLC 0.24% Add +11.0% 1,455 $638K
CSS LLC 0.16% Add +45.0% 1,450 $636K
Forum Financial Management, LP 0.01% No change 1,446 $634K
Pinnacle Associates Ltd. 0.01% Add +26.3% 1,445 $633K
Baker Tilly Wealth Management, LLC 0.11% Reduce -1.9% 1,442 $632K
Wedbush Securities Inc. 0.02% Add +8.5% 1,437 $630K
Sherbrooke Park Advisers LLC 0.12% New 1,430 $627K
Crewe Advisors LLC 0.07% New 1,427 $626K
Cipher Capital LP 0.29% Add +8.3% 1,424 $624K
Brown Brothers Harriman & Co. 0.00% Add +0.6% 1,413 $620K
Pointe Capital Management LLC 0.38% No change 1,412 $619K
West Coast Financial LLC 0.07% Add +3.7% 1,409 $618K
Mission Wealth Management, LP 0.02% Reduce -0.7% 1,404 $616K
Lyell Wealth Management, LP 0.06% No change 1,404 $616K
J. W. Coons Advisors, LLC 0.11% New 1,400 $614K
Charter Oak Capital Management, LLC 0.07% Add +4.5% 1,387 $608K
Becker Capital Management Inc. 0.02% Reduce -5.8% 1,383 $606K
Gladstone Institutional Advisory LLC 0.03% Reduce -8.0% 1,378 $604K
Capula Management Ltd 0.02% New 1,358 $595K
Checchi Capital Advisers, LLC 0.05% Reduce -0.1% 1,342 $588K
Citizens Financial Group Inc. 0.02% Reduce -19.3% 1,340 $588K
Pinnacle Financial Partners Inc 0.01% Add +29.6% 1,334 $585K
Arlington Trust Co LLC 0.15% Reduce -0.3% 1,322 $580K
Northcape Wealth Management, LLC 0.21% No change 1,317 $577K
Old Port Advisors 0.17% Add +1.8% 1,300 $570K
Axq Capital, LP 0.14% Reduce -27.8% 1,300 $570K
Coastline Trust Co 0.07% No change 1,300 $570K
Susquehanna Fundamental Investments, LLC 0.03% New 1,300 $570K
Gabelli Funds LLC 0.00% Reduce -13.3% 1,300 $570K
PFG Investments, LLC 0.03% New 1,295 $568K
Beacon Financial Group 0.06% Reduce -7.0% 1,285 $563K
Premier Path Wealth Partners, LLC 0.11% Reduce -2.4% 1,283 $563K
Fort Washington Investment Advisors Inc. 0.00% No change 1,277 $560K
XTX Topco Ltd 0.08% New 1,274 $559K
Estabrook Capital Management 0.09% Reduce -2.3% 1,270 $557K
Guinness Asset Management LTD 0.01% Reduce -13.2% 1,267 $556K
Perritt Capital Management Inc 0.30% Add +6.6% 1,261 $553K
St Germain D J Co. Inc. 0.03% Reduce -1.0% 1,260 $552K
McLean Asset Management Corp 0.19% Reduce -3.0% 1,285 $552K
Dynamic Technology Lab Private Ltd 0.06% New 1,256 $551K
Trust Asset Management LLC 0.05% No change 1,230 $539K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6727.8% 1,229 $539K
Panagora Asset Management Inc. 0.00% No change 1,225 $537K
Gotham Asset Management 0.01% Add +3.3% 1,221 $535K
Wellington Shields Capital Management, LLC 0.10% No change 1,220 $535K
Plimoth Trust Co. LLC 0.14% Reduce -23.1% 1,215 $533K
Clarius Group, LLC 0.04% Reduce -7.9% 1,208 $530K
Keel Point, LLC 0.05% Add +5.3% 1,204 $528K
Modera Wealth Management, LLC 0.01% Reduce -7.7% 1,203 $527K
EHP Funds Inc. 0.36% Reduce -7.7% 1,200 $526K
Weil Company, Inc. 0.21% No change 1,200 $526K
Prudential PLC 0.00% Reduce -78.4% 1,192 $523K
Wealthspire Advisors, LLC 0.01% Reduce -10.6% 1,190 $522K
Kenora Financial, LLC 0.22% Reduce -46.0% 1,183 $519K
Catalyst Financial Partners LLC 0.13% Reduce -8.0% 1,257 $518K
Benedetti & Gucer, Inc. 0.25% No change 1,167 $512K
Whittier Trust Co. of Nevada Inc. 0.01% Add +7.4% 1,166 $511K
FFT Wealth Management LLC 0.04% Add +13.3% 1,156 $507K
Loomis Sayles & Co. L P 0.00% Add +44.9% 1,153 $506K
Global Retirement Partners, LLC 0.02% Add +1.1% 1,151 $504K
Maverick Capital 0.01% Add +62.7% 1,150 $504K
Valeo Financial Advisors, LLC 0.02% Reduce -20.6% 1,213 $501K
Contravisory Investment Management, Inc. 0.11% Reduce -0.3% 1,142 $501K
Wilmington Savings Fund Society, FSB 0.02% — 1,140 $500K
Dakota Community Bank & Trust NA 2.68% Reduce -17.2% 1,132 $496K
Sage Mountain Advisors LLC 0.05% Add +6.5% 1,119 $491K
Bailard, Inc. 0.01% No change 1,119 $491K
Sunflower Bank, N.A. 0.11% Reduce -5.5% 1,115 $489K
Burt Wealth Advisors 0.12% No change 1,111 $487K
Valtinson Bruner Financial Planning LLC 0.21% Reduce -15.3% 1,108 $486K
Segment Wealth Management, LLC 0.04% Add +88.5% 1,101 $483K
Cetera Trust Company, N.A 0.29% No change 1,100 $482K
First Business Financial Services, Inc. 0.05% No change 1,093 $479K
Mgo One Seven LLC 0.02% Reduce -21.1% 1,090 $478K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.6% 1,084 $475K
Allworth Financial LP 0.00% Reduce -1.6% 1,081 $474K
Aurora Private Wealth, Inc. 0.41% No change 1,091 $474K
Evercore Wealth Management, LLC 0.01% Reduce -0.8% 1,079 $473K
Cigna Investments Inc. 0.09% Reduce -2.5% 1,076 $471K
Everett Harris & Co. 0.01% No change 1,072 $470K
Portman Square Capital LLP 0.48% No change 1,071 $470K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -4.1% 1,065 $467K
Invst, LLC 0.06% Reduce -6.5% 1,071 $466K
Graham Capital Management, L.P. 0.02% New 1,061 $465K
Karpas Strategies, LLC 0.14% No change 1,060 $465K
Larson Financial Group LLC 0.04% Add +66.3% 1,051 $461K
Financial Insights, Inc. 0.13% Reduce -1.8% 1,047 $459K
Enzi Wealth 0.21% No change 1,110 $456K
Ransom Advisory, Ltd 0.24% — 1,038 $455K
Johnson Financial Group, Inc. 0.02% Add +9.7% 1,038 $455K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,037 $455K
GAMMA Investing LLC 0.09% Add +27.5% 1,034 $453K
Busey Bank 0.02% Reduce -1.4% 1,034 $453K
Berkshire Asset Management LLC 0.02% Reduce -1.7% 1,029 $451K
Woodmont Investment Counsel LLC 0.04% Reduce -0.5% 1,026 $450K
Emprise Bank 0.30% — 1,025 $449K
Sterling Wealth Management, Inc. 0.22% No change 1,020 $447K
Founders Capital Management, LLC 0.08% Add +1.9% 1,019 $447K
Cambridge Trust Co. 0.02% Add +0.5% 1,017 $446K
Great Valley Advisor Group, Inc. 0.01% Add +2.1% 1,012 $443K
Focus Financial Network, Inc. 0.02% — 1,066 $440K
Armstrong, Fleming & Moore, Inc 0.30% No change 1,000 $438K
Van Strum & Towne Inc. 0.16% No change 1,000 $438K
JBF Capital, Inc. 0.07% No change 1,000 $438K
Patriot Financial Group Insurance Agency, LLC 0.07% No change 998 $438K
Oliver Luxxe Assets LLC 0.09% No change 980 $430K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -0.3% 977 $428K
KMG Fiduciary Partners, LLC 0.04% No change 976 $428K
MV Capital Management, Inc. 0.05% Add +0.1% 975 $427K
Rothschild Investment LLC 0.03% Add +1.1% 968 $424K
Summit Global Investments 0.03% Add +49.5% 966 $424K
Ibex Wealth Advisors 0.11% — 1,356 $422K
Harbour Investments, Inc. 0.01% Add +1.2% 960 $421K
Hills Bank & Trust Co 0.04% No change 959 $420K
Aspiriant, LLC 0.02% Add +16.6% 946 $415K
Whittier Trust Co. 0.01% Add +2.5% 942 $413K
First Bank & Trust 0.08% Add +3.4% 934 $410K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.2% 933 $409K
BLB&B Advisors, LLC 0.02% Reduce -5.6% 923 $405K
Sunbelt Securities, Inc. 0.05% Add +2.7% 922 $404K
Arkadios Wealth Advisors 0.03% Add +34.9% 916 $402K
Washington Trust Bank 0.04% Reduce -1.6% 916 $402K
Tradition Wealth Management, LLC 0.04% No change 910 $399K
Beaton Management Co. Inc. 0.22% No change 910 $399K
Arthur M. Cohen & Associates, LLC 0.08% Add +40.0% 910 $399K
Cambridge Financial Group, LLC 0.19% Reduce -1.7% 906 $397K
Ceeto Capital Group, LLC 0.16% No change 901 $395K
InterOcean Capital Group, LLC 0.01% Add +2.2% 891 $391K
Ignite Planners, LLC 0.11% Add +2.2% 898 $390K
Bank Pictet & Cie (asia) Ltd. 0.22% Reduce -77.5% 889 $390K
Renaissance Group LLC 0.01% No change 889 $390K
Drive Wealth Management, LLC 0.11% Add +6.9% 882 $386K
Catalyst Capital Advisors LLC 0.01% Reduce -23.5% 880 $386K
Hengehold Capital Management LLC 0.04% Add +0.1% 876 $384K
Astoria Portfolio Advisors LLC. 0.15% Reduce -9.2% 934 $384K
Park National Corp. 0.01% No change 874 $383K
Merit Financial Group, LLC 0.01% New 907 $380K
KFA Private Wealth Group, LLC 0.12% Reduce -1.4% 864 $379K
Midland Wealth Advisors, LLC 0.02% Reduce -6.9% 863 $378K
Brooklyn Investment Group 0.16% Reduce -7.3% 868 $377K
Voya Financial Advisors, Inc. 0.04% New 856 $373K
Moneta Group Investment Advisors LLC 0.01% Reduce -7.7% 851 $373K
Rockland Trust Co. 0.02% Reduce -1.6% 851 $373K
Canal Capital Management, LLC 0.06% Add +0.2% 847 $372K
Gsa Capital Partners LLP 0.03% New 841 $369K
Fox Run Management, L.L.C. 0.08% New 840 $368K
Sendero Wealth Management, LLC 0.06% No change 840 $368K
Geller Advisors LLC 0.03% Reduce -48.3% 837 $367K
Moloney Securities Asset Management, LLC 0.06% No change 830 $364K
Revisor Wealth Management LLC 0.16% New 888 $363K
Csenge Advisory Group 0.02% Add +2.1% 828 $363K
Daymark Wealth Partners, LLC 0.02% Reduce -0.6% 823 $361K
IHT Wealth Management, LLC 0.01% Reduce -0.2% 821 $360K
Great Waters Wealth Management 0.06% No change 819 $359K
Modern Wealth Management, LLC 0.03% Add +8.4% 816 $358K
Cairn Investment Group, Inc. 0.20% No change 814 $357K
Daiichi Life Insurance Co., Ltd. 0.01% No change 812 $356K
Leavell Investment Management, Inc. 0.02% No change 812 $356K
Smithfield Trust Co 0.02% Add +0.8% 803 $354K
HBK Sorce Advisory LLC 0.01% Reduce -0.6% 804 $353K
Waldron Private Wealth LLC 0.02% Add +0.6% 804 $353K
Waverly Advisors, LLC 0.01% Add +1.6% 803 $352K
Capital Analysts, LLC 0.02% No change 803 $352K
Schulhoff & Co. Inc. 0.15% No change 800 $351K
Nomura Holdings Inc. 0.00% Reduce -60.8% 800 $351K
American Trust 0.03% New 798 $350K
Steward Partners Investment Solutions, LLC 0.06% Reduce -16.8% 795 $349K
Aptus Capital Advisors, LLC 0.01% Add +7.7% 794 $348K
Wilkins Investment Counsel Inc. 0.05% New 790 $346K
Pin Oak Investment Advisors Inc. 0.33% Add +603.6% 788 $345K
First Nebraska Trust Co 0.04% No change 784 $344K
Dakota Wealth Management 0.01% Reduce -2.1% 783 $343K
Parkside Financial Bank & Trust 0.06% Add +52.6% 780 $342K
PDS Planning, Inc 0.04% Add +3.8% 775 $340K
Caldwell Sutter Capital, Inc. 0.16% No change 772 $338K
Douglas Lane & Associates, LLC 0.00% No change 762 $334K
Hilltop Holdings Inc. 0.04% Reduce -6.3% 761 $334K
Peapack Gladstone Financial Corp. 0.01% Add +8.0% 758 $333K
First County Bank 0.16% Reduce -11.6% 755 $331K
Peoples Financial Services Corp. 0.14% Reduce -11.7% 755 $331K
Hyman Charles D 0.02% No change 755 $331K
Burke & Herbert Bank & Trust Co. 0.25% No change 752 $330K
Brooks, Moore & Associates, Inc. 0.21% No change 750 $329K
Inceptionr LLC 0.08% Reduce -50.2% 746 $327K
ROI Financial Advisors, LLC 0.26% Add +8.8% 745 $327K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -6.5% 744 $326K
Chesapeake Wealth Management 0.12% Reduce -6.3% 740 $324K
AlTi Global, Inc. 0.01% Add +27.0% 738 $323K
Lanark Financial, Inc. 0.03% Reduce -1.1% 738 $323K
Spire Wealth Management 0.01% No change 735 $322K
Ledyard National Bank 0.03% No change 726 $318K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 723 $317K
Progressive Investment Management Corp 0.09% No change 720 $316K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -5.6% 719 $315K
Composition Wealth, LLC 0.01% Add +3.3% 718 $315K
Kathmere Capital Management, LLC 0.04% No change 712 $312K
Aigen Investment Management, LP 0.07% New 706 $310K
Prio Wealth Limited Partnership 0.01% Add +23.3% 703 $308K
Los Angeles Capital Management LLC 0.00% Add +10.6% 702 $308K
GeoWealth Management, LLC 0.01% Add +48.2% 698 $306K
One Wealth Management Investment & Advisory Services, LLC 0.12% Add +13.4% 693 $304K
Aaron Wealth Advisors LLC 0.04% Add +8.8% 693 $304K
Hamilton Capital, LLC 0.02% Reduce -8.5% 691 $303K
SpiderRock Advisors, LLC 0.01% — 714 $303K
Whalerock Point Partners, LLC 0.09% No change 687 $301K
CreativeOne Wealth, LLC 0.01% New 686 $301K
Smith, Moore & Co. 0.03% No change 684 $300K
Trust Point Inc. 0.02% Reduce -1.7% 682 $299K
Dynamic Advisor Solutions LLC 0.01% Reduce -3.0% 680 $298K
Brighton Jones LLC 0.01% Add +6.5% 677 $297K
WealthTrust Axiom LLC 0.10% Reduce -12.1% 675 $296K
Fisher Asset Management 0.00% New 673 $295K
Portside Wealth Group, LLC 0.05% Add +1.2% 672 $295K
Concorde Asset Management, LLC 0.20% Add +9.4% 672 $295K
Stock Yards Bank & Trust Co. 0.01% Add +17.6% 669 $293K
Northwest Bancshares, Inc. 0.05% No change 667 $292K
CX Institutional 0.01% Reduce -1.2% 659 $289K
Veery Capital, LLC 0.12% Reduce -0.8% 655 $287K
Essex Financial Services, Inc. 0.03% Add +10.5% 654 $287K
Catalina Capital Group, LLC 0.12% New 653 $286K
FWG Investments, LLC. 0.31% Add +3.2% 653 $286K
Private Trust Co. NA 0.03% Reduce -0.8% 652 $286K
EverSource Wealth Advisors, LLC 0.02% Add +0.7% 694 $286K
Carr Financial Group Corp 0.09% No change 648 $284K
Cidel Asset Management Inc. 0.02% No change 648 $284K
Cape Cod Five Cents Savings Bank 0.03% No change 646 $283K
KCM Investment Advisors LLC 0.01% New 645 $283K
Proficio Capital Partners LLC 0.03% Add +0.9% 643 $282K
Fidelis Capital Partners, LLC 0.04% Reduce -2.0% 643 $282K
WBH Advisory Inc. 0.03% Add +0.5% 643 $282K
Edge Capital Group, LLC 0.01% Reduce -0.6% 642 $281K
Rebalance, LLC 0.02% No change 640 $281K
Five Oceans Advisors 0.14% Add +0.2% 635 $278K
McRae Capital Management Inc. 0.06% New 635 $278K
New Century Financial Group, LLC 0.19% Add +0.8% 631 $277K
SPC Financial, Inc. 0.03% No change 628 $275K
Royal Fund Management, LLC 0.03% Add +0.3% 627 $275K
Norden Group LLC 0.06% New 624 $274K
All Terrain Financial Advisors, LLC 0.12% No change 623 $273K
HTLF Bank 0.03% No change 623 $273K
White Knight Strategic Wealth Advisors, LLC 0.28% Reduce -1.7% 621 $272K
Philadelphia Trust Co. 0.02% No change 620 $272K
Resonant Capital Advisors, LLC 0.02% Add +4.7% 619 $271K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.3% 619 $271K
OneAscent Financial Services LLC 0.03% Reduce -6.2% 616 $270K
Navellier & Associates Inc. 0.03% No change 615 $270K
Mutual Advisors, LLC 0.01% Reduce -12.0% 614 $269K
Symmetry Investments LP 0.03% Add +12.5% 612 $268K
MTM Investment Management, LLC 0.11% No change 608 $267K
First National Trust Co 0.01% No change 607 $266K
Moneco Advisors, LLC 0.04% Reduce -1.1% 607 $266K
Washington Trust Advisors, Inc. 0.02% No change 606 $266K
PFG Private Wealth Management, LLC 0.17% Reduce -0.7% 606 $266K
Aua Capital Management, LLC 0.15% Add +4.7% 604 $265K
Graves Light Lenhart Wealth, Inc. 0.03% No change 604 $265K
Legacies Wealth LLC 0.23% No change 603 $264K
Summit Trail Advisors, LLC 0.01% Add +12.5% 602 $264K
Childress Capital Advisors, LLC 0.08% Reduce -9.9% 601 $264K
Authentikos Wealth Advisory, LLC 0.26% No change 600 $263K
Harbour Investment Management LLC 0.12% No change 600 $263K
Wesbanco Bank Inc. 0.01% Add +13.4% 599 $263K
Shelton Capital Management 0.01% No change 598 $262K
Tradewinds, LLC. 0.13% — 690 $262K
J.W. Cole Advisors, Inc. 0.01% New 593 $260K
Harvest Fund Management Co., Ltd 0.02% No change 590 $259K
Washington Capital Management, Inc. 0.21% No change 586 $257K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +0.2% 586 $257K
Parcion Private Wealth LLC 0.02% No change 585 $256K
Nicolet Advisory Services, LLC 0.03% Add +2.6% 594 $255K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.1% 582 $255K
SeaCrest Wealth Management, LLC 0.03% New 577 $253K
Wealthstream Advisors, Inc. 0.10% Add +2.5% 576 $253K
Empirical Asset Management, LLC 0.12% New 576 $252K
Intrua Financial, LLC 0.04% New 575 $252K
Garrison Asset Management, LLC 0.13% Reduce -19.8% 571 $250K
Westmount Partners, LLC 0.09% No change 568 $249K
Rehmann Capital Advisory Group 0.02% Reduce -1.6% 565 $248K
Advisors Capital Management, LLC 0.00% Add +4.8% 564 $248K
Institute for Wealth Management, LLC. 0.03% No change 564 $247K
NDVR, Inc. 0.23% New 561 $246K
Princeton Global Asset Management LLC 0.06% Reduce -2.4% 560 $246K
Nichols & Pratt Advisers LLP 0.02% No change 560 $246K
Fluent Financial, LLC 0.14% Reduce -0.2% 560 $246K
Quantum Financial Advisors, LLC 0.05% No change 560 $245K
Apella Capital, LLC 0.01% Add +4.0% 571 $245K
Bridgefront Capital, LLC 0.19% New 557 $244K
Independence Bank of Kentucky 0.07% Add +56.3% 555 $243K
Avantax Planning Partners, Inc. 0.01% Reduce -15.9% 554 $243K
Avior Wealth Management, LLC 0.01% Add +30.1% 553 $243K
Petrus Trust Company, LTA 0.02% Reduce -71.9% 553 $242K
Perennial Investment Advisors, LLC 0.04% No change 544 $239K
Heritage Investment Group, Inc. 0.03% Reduce -15.8% 543 $238K
Beck Mack & Oliver LLC 0.00% Reduce -14.7% 539 $236K
Sentry Investment Management LLC 0.09% No change 538 $236K
SlateStone Wealth, LLC 0.02% No change 538 $236K
Ameritas Advisory Services, LLC 0.01% Reduce -9.8% 559 $236K
Walker Asset Management, LLC 0.16% Add +0.4% 537 $235K
Aureus Asset Management, LLC 0.02% New 535 $235K
TNF LLC 0.09% No change 567 $234K
Argus Investors' Counsel, Inc. 0.14% Reduce -0.4% 534 $234K
Harbor Investment Advisory, LLC 0.02% Add +59.4% 534 $234K
Diversify Advisory Services, LLC 0.01% — 536 $233K
Tufton Capital Management 0.05% No change 530 $232K
Banque Cantonale Vaudoise 0.01% Reduce -69.9% 527 $232K
Marcum Wealth, LLC 0.02% Reduce -1.1% 526 $231K
Cascade Financial Partners, LLC 0.03% — 553 $229K
Farther Finance Advisors, LLC 0.01% Add +18.1% 523 $228K
Vicus Capital 0.02% New 518 $227K
Moors & Cabot, Inc. 0.01% New 518 $227K
PGIM Custom Harvest LLC 0.01% New 518 $227K
OneAscent Wealth Management LLC 0.09% New 518 $227K
Weiss Asset Management LP 0.01% New 517 $227K
Optimist Retirement Group LLC 0.12% New 515 $226K
Cornerstone Wealth Group, LLC 0.02% New 510 $224K
Birchcreek Wealth Management, LLC 0.12% New 509 $223K
Bryn Mawr Trust Advisors, LLC 0.01% New 507 $222K
Gilman Hill Asset Management, LLC 0.04% New 505 $221K
Moody National Bank Trust Division 0.02% Reduce -26.1% 505 $221K
Nwam LLC 0.02% Reduce -8.6% 520 $221K
Blue Trust, Inc. 0.00% Reduce -6.5% 502 $220K
Concourse Financial Group Securities, Inc. 0.01% Reduce -1.2% 502 $220K
Oldfather Financial Services, LLC 0.09% New 500 $219K
River Wealth Advisors LLC 0.03% Reduce -21.7% 499 $219K
Annex Advisory Services, LLC 0.01% Reduce -12.1% 494 $217K
Concurrent Investment Advisors, LLC 0.01% New 494 $217K
Gallacher Capital Management LLC 0.11% Reduce -15.6% 492 $216K
Abel Hall, LLC 0.16% New 490 $215K
Cherry Tree Wealth Management, LLC 0.05% No change 489 $214K
YHB Investment Advisors, Inc. 0.02% New 488 $214K
Trust Investment Advisors 0.15% New 487 $214K
Linden Thomas Advisory Services, LLC 0.03% New 485 $213K
Guardian Wealth Advisors, LLC / NC 0.03% New 485 $213K
Armistice Capital, LLC 0.01% New 482 $211K
Joel Isaacson & Co., LLC 0.01% New 480 $210K
Confluence Investment Management LLC 0.00% New 480 $210K
Sigma Planning Corp 0.01% New 479 $210K
Narus Financial Partners, LLC 0.09% New 479 $210K
Wealthstar Advisors, LLC 0.07% New 479 $210K
Level Four Advisory Services, LLC 0.01% No change 552 $210K
Penserra Capital Management LLC 0.00% Reduce -48.2% 479 $209K
Cornerstone Planning Group LLC 0.06% Add +0.8% 499 $209K
DRW Securities, LLC 0.01% New 476 $209K
Family Firm, Inc. 0.05% New 476 $209K
Dechtman Wealth Management, LLC 0.05% New 474 $208K
Tiemann Investment Advisors, LLC 0.09% New 471 $207K
Compound Planning, Inc. 0.02% New 471 $207K
Alpha Family Trust 0.12% New 470 $206K
Founders Financial Securities LLC 0.02% New 470 $206K
Horan Securities, Inc. 0.10% New 469 $206K
Driehaus Capital Management LLC 0.00% New 466 $204K
Revolve Wealth Partners, LLC 0.03% New 465 $204K
Boyd Watterson Asset Management LLC 0.07% Reduce -0.2% 457 $200K
Regimen Wealth, LLC 0.07% New 456 $200K
Tortoise Investment Management, LLC 0.02% Reduce -0.2% 439 $193K
Hanson & Doremus Investment Management 0.03% No change 433 $190K
Hamilton Capital Partners Inc. 0.02% Reduce -44.0% 433 $190K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% — 426 $187K
Macroview Investment Management LLC 0.20% No change 420 $184K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 420 $184K
United Community Bank 0.07% Add +9.4% 409 $179K
CVA Family Office, LLC 0.03% Add +0.3% 406 $178K
Westpac Banking Corp. 0.01% No change 403 $177K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +473.9% 396 $174K
Acropolis Investment Management, LLC 0.01% No change 384 $168K
Kelly Financial Services LLC 0.06% Add +9.1% 382 $168K
Creative Financial Designs Inc. 0.01% Add +7.1% 362 $159K
Webster Bank, N. A. 0.02% No change 359 $157K
First Personal Financial Services 0.04% No change 358 $157K
State of Wyoming 0.03% Add +1.5% 345 $151K
Ostrum Asset Management 0.01% No change 344 $151K
West Oak Capital, LLC 0.06% No change 340 $149K
CoreFirst Bank & Trust 0.09% No change 317 $139K
North Star Investment Management Corp. 0.01% No change 307 $135K
Deseret Mutual Benefit Administrators 0.07% Add +101.3% 306 $134K
Alta Advisers Ltd 0.07% No change 300 $132K
Centaurus Financial, Inc. 0.01% No change 282 $124K
Field & Main Bank 0.05% Reduce -8.3% 275 $121K
Resources Management Corp. /CT/ 0.02% No change 265 $116K
Breakwater Investment Management 0.05% — 261 $114K
McIlrath & Eck, LLC 0.02% No change 261 $114K
Icon Wealth Advisors, LLC 0.01% New 261 $114K
Central Bank & Trust Co. 0.02% No change 260 $114K
Allianz SE 0.00% — 260 $114K
Kozak & Associates, Inc. 0.03% Reduce -20.7% 260 $113K
Hexagon Capital Partners LLC 0.03% Reduce -4.4% 258 $113K
Coston, McIsaac & Partners 0.04% No change 252 $110K
Smartleaf Asset Management LLC 0.02% Add +378.9% 249 $109K
Old Second National Bank of Aurora 0.03% No change 245 $107K
Heritage Wealth Advisors 0.00% No change 240 $105K
Raleigh Capital Management Inc. 0.04% Add +41.7% 238 $104K
GW&K Investment Management, LLC 0.00% Add +121.6% 226 $99K
Zions Bancorporation, N.A. 0.01% Reduce -19.6% 218 $96K
Pinnacle Bancorp, Inc. 0.03% No change 211 $93K
Laurel Wealth Advisors LLC 0.02% No change 209 $92K
Armstrong Advisory Group, Inc. 0.01% No change 237 $90K
Motco 0.01% Reduce -0.5% 205 $90K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 198 $87K
First Financial Corp. 0.04% No change 198 $87K
Pacifica Partners Inc. 0.04% No change 201 $87K
Security National Bank 0.01% No change 191 $84K
Montag A & Associates Inc. 0.00% No change 186 $82K
Salomon & Ludwin, LLC 0.01% Add +592.3% 180 $79K
Lowe Wealth Advisors, LLC 0.03% No change 167 $73K
Morton Brown Family Wealth, LLC 0.03% No change 159 $70K
Tompkins Financial Corp. 0.01% No change 159 $70K
Tobam 0.01% Reduce -0.6% 155 $68K
West Branch Capital LLC 0.03% Reduce -6.7% 153 $67K
Silvant Capital Management LLC 0.00% No change 152 $67K
Bray Capital Advisors 0.02% No change 150 $66K
WASHINGTON TRUST Co 0.00% No change 150 $66K
Evermay Wealth Management LLC 0.01% Reduce -0.7% 148 $65K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +5.9% 143 $63K
West Paces Advisors Inc. 0.02% Reduce -2.1% 142 $62K
JFS Wealth Advisors, LLC 0.00% No change 140 $61K
Financial Perspectives, Inc 0.02% No change 137 $60K
ICA Group Wealth Management, LLC 0.01% Add +270.3% 137 $60K
Geneos Wealth Management Inc. 0.00% Add +57.5% 137 $60K
Private Ocean, LLC 0.01% No change 132 $58K
Global Financial Private Client, LLC 0.02% No change 133 $58K
Jamison Private Wealth Management, Inc. 0.01% Add +133.9% 131 $57K
Westend Capital Management, LLC 0.02% — 129 $57K
Acadian Asset Management LLC 0.00% Reduce -68.2% 112 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +120.0% 110 $48K
American National Bank & Trust 0.01% Add +116.3% 106 $46K
Trifecta Capital Advisors, LLC 0.01% No change 105 $46K
Bangor Savings Bank 0.00% No change 104 $46K
Fortitude Family Office, LLC 0.03% No change 103 $45K
Clean Yield Group 0.02% No change 100 $44K
Delta Asset Management LLC 0.00% No change 100 $44K
Asset Dedication, LLC 0.00% Reduce -14.7% 93 $41K
Bell Investment Advisors, Inc 0.01% No change 93 $41K
Hantz Financial Services, Inc. 0.00% No change 88 $39K
Financial Freedom, LLC 0.02% No change 88 $39K
Abound Wealth Management 0.01% Add +1.2% 86 $38K
AdvisorNet Financial, Inc 0.00% Add +80.0% 81 $36K
Twin Lakes Capital Management, LLC 0.02% No change 80 $35K
Adirondack Trust Co. 0.01% No change 79 $35K
Benjamin Edwards Inc. 0.01% New 77 $34K
Covestor Ltd 0.02% Reduce -1.3% 74 $33K
Ofi Invest Asset Management 0.00% No change 80 $32K
Wetzel Investment Advisors, Inc. 0.02% Reduce -13.3% 78 $32K
Sound Income Strategies, LLC 0.00% New 73 $32K
Annapolis Financial Services, LLC 0.01% Add +928.6% 72 $32K
Piscataqua Savings Bank 0.03% No change 70 $31K
Roble, Belko & Company, Inc 0.01% No change 69 $30K
Redmont Wealth Advisors LLC 0.04% New 65 $28K
FIL Ltd 0.00% Add +14.3% 64 $28K
Key Financial Inc 0.01% No change 61 $27K
Birchbrook, Inc. 0.02% No change 60 $26K
First Foundation Advisors 0.00% No change 60 $26K
Westside Investment Management, Inc. 0.01% Reduce -43.1% 58 $25K
Rogco, LP 0.01% Reduce -65.7% 57 $25K
Creative Capital Management Investments LLC 0.01% No change 56 $25K
Retirement Group, LLC 0.01% New 56 $25K
Toth Financial Advisory Corp. 0.00% No change 55 $24K
Mechanics Financial Corp 0.01% Add +120.0% 55 $24K
Valley National Advisers Inc. 0.00% Add +1.8% 56 $24K
Clearstead Trust, LLC 0.01% No change 54 $24K
CoreCap Advisors, LLC 0.00% New 54 $24K
Financial Management Professionals, Inc. 0.00% Reduce -19.7% 53 $23K
PFS Partners, LLC 0.01% Reduce -47.4% 50 $22K
Eagle Bay Advisors LLC 0.01% Add +8.9% 49 $21K
Founders Capital Management 0.01% No change 48 $21K
Valued Wealth Advisors LLC 0.01% Add +193.8% 47 $21K
FinTrust Capital Advisors, LLC 0.00% Reduce -85.0% 47 $21K
Solstein Capital, LLC 0.01% No change 46 $20K
Fernwood Investment Management, LLC 0.01% New 46 $20K
REAP Financial Group, LLC 0.01% Add +4.9% 43 $19K
Exchange Traded Concepts, LLC 0.00% Add +514.3% 43 $19K
Custom Portfolio Group LLC 0.02% No change 42 $18K
Cassady Schiller Wealth Management, LLC 0.01% No change 40 $18K
Financial Gravity Asset Management, Inc. 0.00% No change 44 $17K
Rise Advisors, LLC 0.01% New 37 $16K
Raffa Wealth Management, LLC 0.00% Reduce -2.7% 36 $16K
Jones Financial Companies LLLP 0.00% Reduce -20.4% 35 $15K
RFP Financial Group LLC 0.01% Add +25.0% 35 $15K
Prestige Wealth Management Group LLC 0.00% No change 32 $14K
MCF Advisors LLC 0.00% Add +3.5% 30 $13K
Tyler-Stone Wealth Management 0.01% No change 30 $13K
FSA Wealth Management LLC 0.01% No change 30 $13K
Northwest Capital Management Inc 0.00% No change 30 $13K
Main Street Group, LTD 0.01% Add +3.5% 30 $13K
GPS Wealth Strategies Group, LLC 0.00% No change 29 $13K
Continuum Advisory, LLC 0.00% New 29 $12K
Versant Capital Management, Inc 0.00% No change 28 $12K
PrairieView Partners, LLC 0.00% Reduce -18.8% 26 $12K
Scarborough Advisors, LLC 0.01% No change 27 $12K
Venturi Wealth Management, LLC 0.00% Reduce -36.6% 26 $11K
JNBA Financial Advisors 0.00% No change 26 $11K
Mascoma Wealth Management LLC 0.00% Reduce -35.0% 26 $11K
Winch Advisory Services, LLC 0.00% No change 26 $11K
Bruce G. Allen Investments, LLC 0.01% Reduce -13.8% 25 $11K
Kathleen S. Wright Associates Inc. 0.00% No change 23 $10K
Financial Connections Group, Inc. 0.01% New 21 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 21 $9K
SJS Investment Consulting Inc. 0.00% Add +11.1% 20 $9K
Cedar Wealth Management, LLC 0.00% No change 20 $9K
WR Wealth Planners, LLC 0.00% New 20 $9K
Institutional & Family Asset Management, LLC 0.00% No change 20 $9K
Naples Money Management LLC 0.01% No change 19 $8K
Capital Advisors, Ltd. LLC 0.00% Add +11.8% 19 $8K
Glen Eagle Advisors, LLC 0.00% No change 18 $8K
Plante Moran Financial Advisors, LLC 0.00% Add +125.0% 18 $8K
Sittner & Nelson, LLC 0.00% No change 17 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $7K
City State Bank 0.00% No change 17 $7K
Carolinas Wealth Consulting LLC 0.00% Add +6.7% 16 $7K
Dunhill Financial, LLC 0.01% Add +14.3% 16 $7K
Credential Qtrade Securities Inc. 0.00% No change 15 $7K
ClariVest Asset Management LLC 0.00% Add +66.7% 15 $7K
Sachetta, LLC 0.00% No change 17 $6K
Silicon Valley Capital Partners 0.00% No change 15 $6K
Center for Financial Planning, Inc. 0.00% No change 13 $6K
Walleye Trading LLC 0.00% Reduce -99.8% 13 $6K
Fairman Group, LLC 0.01% No change 12 $5K
Mma Asset Management LLC 0.00% New 12 $5K
Atlas Capital Advisors Inc. 0.00% No change 12 $5K
Avion Wealth 0.00% Reduce -8.3% 11 $5K
TFC Financial Management, Inc. 0.00% Add +10.0% 11 $5K
Frazier Financial Advisors, LLC 0.00% No change 11 $5K
Godsey & Gibb, Inc. 0.00% No change 11 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 10 $4K
Semmax Financial Advisors Inc. 0.00% New 10 $4K
Caitlin John, LLC 0.00% No change 9 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $4K
Granite FO LLC 0.00% New 9 $4K
Addison Advisors LLC 0.00% No change 9 $4K
NFSG Corp 0.00% No change 8 $4K
Sanctuary Wealth Management, L.L.C. 0.00% No change 8 $4K
Anchor Investment Management, LLC 0.00% New 8 $4K
Highline Wealth Partners LLC 0.00% No change 6 $3K
Tucker Asset Management LLC 0.00% No change 6 $3K
FRG Family Wealth Advisors LLC 0.00% New 6 $2K
Aspect Partners, LLC 0.00% Add +150.0% 5 $2K
Quarry LP 0.00% New 5 $2K
Cape Investment Advisory, Inc. 0.00% No change 4 $2K
Chilton Capital Management LLC 0.00% No change 4 $2K
Creekmur Asset Management LLC 0.00% New 3 $1K
TD Capital Management LLC 0.00% New 3 $1K
Rosenberg Matthew Hamilton 0.00% No change 3 $1K
Signature Resources Capital Management, LLC 0.00% No change 3 $1K
Summit Securities Group LLC 0.00% Add +100.0% 2 $1K
Impact Partnership Wealth, LLC 0.00% Reduce -99.7% 2 $881
Wolff Wiese Magana LLC 0.00% No change 2 $877
Riggs Asset Managment Co. Inc. 0.00% New 2 $877
Nvwm, LLC 0.00% New 2 $877
TFO Wealth Partners, LLC 0.00% No change 2 $877
Core Alternative Capital 0.00% Reduce -93.9% 2 $877
TCTC Holdings, LLC 0.00% No change 2 $877
Colonial Trust Advisors 0.00% No change 1 $438
NewSquare Capital LLC 0.00% No change 1 $261

"% of holder's portfolio" is AMP's weight in each manager's 13F, not the share of Ameriprise Financial Inc. the manager owns.