Ameriprise FinancialAMP

13F holders, Q3 2024 (September 30)
1,266holders +18
90new positions
79sold out
10famous investors
$469.86avg. 13F price*

At the end of Q3 2024, 1,266 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, up 18 from Q2 2024. 90 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.1B). 10 famous investors held it, including Andreas Halvorsen (0.4% of Viking Global Investors's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions90$192.5M
Exits79$85.3M

All 13F filers, Q2 2024 → Q3 2024: 2,629,332 shares bought and 3,991,120 shares sold, net −1,361,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,266 holders

Vanguard Group Inc. 0.11% Reduce -0.5% 12,518,385 $5.9B
BlackRock, Inc. 0.09% — 8,612,147 $4.0B
State Street Corp. 0.09% Reduce -0.4% 4,451,327 $2.1B
JPMorgan Chase & Co. 0.16% Add +9.1% 4,285,476 $2.0B
Aristotle Capital Management, LLC 2.84% Reduce -0.4% 3,319,834 $1.6B
Geode Capital Management, LLC 0.10% Add +1.2% 2,609,486 $1.2B
Morgan Stanley 0.08% Add +0.4% 2,249,985 $1.1B
Norges Bank 0.10% Add +1.1% 1,499,164 $704.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -8.5% 1,424,208 $669.1M
Boston Partners 0.79% Reduce -3.2% 1,418,484 $666.6M
Nuveen Asset Management, LLC 0.18% Add +2.0% 1,349,681 $634.1M
UBS Group AG 0.18% Add +3.5% 1,336,622 $628.0M
Dimensional Fund Advisors LP 0.13% Add +4.4% 1,179,552 $554.2M
Northern Trust Corp. 0.08% Reduce -2.8% 1,058,870 $497.5M
FMR LLC 0.03% Reduce -11.8% 1,032,545 $485.1M
Deutsche Bank AG 0.19% Add +15.1% 1,003,090 $471.3M
Goldman Sachs Group Inc. 0.09% Reduce -13.8% 986,170 $463.3M
Bank of New York Mellon Corp 0.08% Reduce -13.3% 948,201 $445.5M
Invesco Ltd. 0.09% Add +7.6% 944,526 $443.7M
LSV Asset Management 0.84% Reduce -4.6% 831,855 $390.8M
Bank of America Corp. 0.03% Reduce -1.5% 828,317 $389.2M
Lyrical Asset Management LP 5.66% Reduce -4.8% 827,180 $388.6M
Royal Bank of Canada 0.09% Reduce -11.3% 820,934 $385.7M
Envestnet Asset Management Inc. 0.11% Reduce -0.5% 698,620 $328.2M
TD Asset Management Inc 0.28% Reduce -2.9% 676,294 $316.9M
Legal & General Group Plc 0.07% Reduce -7.2% 605,063 $284.3M
Charles Schwab Investment Management Inc. 0.05% Reduce -0.0% 597,269 $280.6M
Agf Management Ltd. 1.22% Add +0.8% 508,602 $238.9M
Federated Hermes, Inc. 0.51% Add +14.4% 489,755 $230.1M
Beutel, Goodman & Co Ltd. 1.12% Reduce -0.9% 482,375 $226.6M
Epoch Investment Partners, Inc. 0.99% Add +2.3% 468,930 $220.3M
Thrivent Financial for Lutherans 0.41% Reduce -0.5% 460,082 $216.2M
First Trust Advisors LP 0.20% Reduce -2.9% 453,717 $213.2M
Amundi 0.08% Reduce -0.1% 434,031 $210.0M
PNC Financial Services Group, Inc. 0.12% Reduce -3.4% 392,445 $184.4M
Lord, Abbett & Co. LLC 0.57% Reduce -13.9% 374,591 $176.0M
T. Rowe Price Associates Inc. 0.02% Add +14.8% 347,526 $163.3M
CIBC Private Wealth Group LLC 0.29% Reduce -1.6% 342,097 $160.7M
Silvercrest Asset Management Group LLC 1.09% Reduce -2.7% 340,223 $159.8M
Sterling Capital Management LLC 2.01% — 329,294 $154.7M
TrinityBridge Ltd 4.74% Add +49.4% 327,729 $154.0M
Bank of Montreal 0.07% Reduce -0.3% 319,851 $149.9M
Principal Financial Group Inc. 0.08% Reduce -3.5% 308,646 $145.0M
HSBC Holdings PLC 0.09% Reduce -14.3% 301,986 $141.7M
Barclays PLC 0.06% Reduce -14.4% 282,861 $132.9M
Brown Advisory Inc. 0.17% Reduce -45.2% 280,297 $131.7M
Franklin Resources Inc. 0.04% Reduce -0.9% 248,579 $125.4M
Swedbank AB 0.15% No change 248,676 $116.8M
Victory Capital Management Inc. 0.11% Add +3.8% 248,192 $116.6M
Manufacturers Life Insurance Company, The 0.10% Add +144.0% 243,385 $114.3M
Viking Global Investors 0.42% Reduce -73.3% 243,055 $114.2M
Sei Investments Co. 0.14% Add +34.4% 237,115 $111.4M
Axiom Investors LLC 0.94% Reduce -1.0% 229,071 $107.6M
Massachusetts Financial Services Co. 0.03% Add +5.3% 227,406 $106.8M
BNP Paribas Financial Markets 0.10% Add +34.9% 223,973 $105.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.3% 219,456 $103.1M
Rhumbline Advisers 0.09% Reduce -2.5% 217,687 $102.3M
American Century Companies Inc. 0.06% Add +2.9% 210,792 $99.0M
Maj Invest Holding A/S 2.62% New 210,168 $98.7M
Canada Pension Plan Investment Board 0.09% Reduce -9.6% 206,367 $97.0M
California Public Employees Retirement System 0.06% Add +0.6% 189,506 $89.0M
Welch & Forbes LLC 1.09% Add +0.6% 182,934 $85.9M
AustralianSuper Pty Ltd 0.43% Add +3.9% 181,604 $85.3M
Truist Financial Corp. 0.13% Reduce -65.3% 179,176 $84.2M
Millennium Management 0.07% Add +18.8% 163,477 $76.8M
Raymond James & Associates 0.05% Add +3.1% 159,215 $74.8M
Wells Fargo & Company 0.02% Reduce -2.6% 159,116 $74.8M
AQR Capital Management 0.10% Add +40.7% 154,564 $72.2M
National Pension Service 0.07% Add +12.6% 152,593 $71.7M
AXA S.A. 0.21% Reduce -1.4% 152,475 $71.6M
Captrust Financial Advisors 0.21% Reduce -0.3% 152,303 $71.6M
California State Teachers Retirement System 0.08% Reduce -1.9% 150,835 $70.9M
Alliancebernstein L.P. 0.02% Reduce -3.1% 146,624 $68.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Reduce -3.4% 143,932 $67.6M
TCW Group Inc. 0.56% Reduce -25.8% 135,508 $63.7M
Russell Investments Group, Ltd. 0.09% Add +25.0% 134,555 $63.2M
Qube Research & Technologies Ltd 0.11% Reduce -38.7% 127,752 $60.0M
Voloridge Investment Management, LLC 0.22% Add +4.7% 127,223 $59.8M
Natixis Advisors, LLC 0.12% Add +1.1% 126,455 $59.4M
Worldquant Millennium Advisors LLC 0.43% Add +76.7% 125,388 $58.9M
Financial Counselors Inc. 0.86% Add +1.8% 124,291 $58.4M
Voya Investment Management LLC 0.07% Reduce -10.1% 117,667 $55.3M
KBC Group NV 0.16% Add +3.9% 113,115 $53.1M
CANADA LIFE ASSURANCE Co 0.09% Add +1.1% 112,822 $53.1M
Employees Retirement System of Texas 0.52% No change 108,400 $50.9M
National Bank of Canada 0.07% Add +112.3% 105,868 $49.7M
Danske Bank A/S 0.17% Reduce -17.2% 105,516 $49.6M
Citigroup Inc. 0.04% Reduce -10.8% 99,969 $47.0M
Todd Asset Management LLC 1.08% Reduce -0.6% 99,242 $46.6M
Korea Investment CORP 0.11% Add +31.3% 99,169 $46.6M
New York State Teachers Retirement System 0.10% Reduce -6.8% 98,947 $46.5M
Applied Finance Capital Management, LLC 1.93% Add +0.3% 96,067 $45.1M
State Board of Administration of Florida Retirement System 0.09% Reduce -1.4% 95,554 $44.9M
US Bancorp \de 0.06% Add +2.2% 94,843 $44.6M
Aberdeen Group plc 0.08% Add +7.7% 91,204 $42.6M
Candriam S.C.A. 0.25% Reduce -0.6% 90,300 $42.4M
Pinebridge Investments, L.P. 0.32% Add +8.7% 89,895 $42.2M
Cerity Partners LLC 0.09% Add +47.7% 89,087 $41.9M
MML Investors Services, LLC 0.15% Add +2.3% 89,016 $41.8M
Teachers Retirement System of the State of Kentucky 0.36% Reduce -18.4% 88,148 $41.4M
Aviva PLC 0.11% Add +2.4% 87,466 $41.1M
Prudential Financial Inc. 0.06% Reduce -3.4% 87,153 $40.9M
Wedge Capital Management L L P 0.70% Reduce -13.9% 86,610 $40.7M
Conning Inc. 1.36% Add +3.0% 83,722 $39.3M
Stifel Financial Corp. 0.04% Add +0.6% 82,359 $38.7M
Atwood & Palmer Inc. 2.54% Reduce -0.1% 79,508 $37.4M
Robeco Institutional Asset Management B.V. 0.07% Reduce -48.7% 78,851 $37.0M
Zacks Investment Management 0.32% Add +7.1% 78,457 $36.9M
Moran Wealth Management, LLC 1.13% Add +39.5% 77,935 $36.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -18.6% 77,568 $36.4M
Schroder Investment Management Group 0.04% Add +1.1% 77,355 $36.3M
MassMutual Private Wealth & Trust, FSB 0.99% Add +2.6% 74,100 $34.8M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -5.3% 73,160 $34.4M
BI Asset Management Fondsmaeglerselskab A/S 0.59% Add +57.8% 72,043 $33.8M
Allspring Global Investments Holdings, LLC 0.05% Add +83.5% 70,364 $33.1M
Allianz Asset Management GmbH 0.05% Reduce -18.9% 69,883 $32.8M
Smith Group Asset Management, LLC 2.71% Add +3.0% 69,601 $32.7M
Capital World Investors 0.01% No change 68,181 $32.0M
J. Safra Sarasin Holding AG 0.55% Reduce -5.6% 67,387 $31.7M
Rockefeller Capital Management L.P. 0.08% Reduce -0.5% 64,992 $30.5M
Treasurer of the State of North Carolina 0.12% Add +0.4% 64,905 $30.5M
Credit Agricole S A 0.16% Add +10.0% 64,343 $30.2M
Brandywine Global Investment Management, LLC 0.20% Add +4.6% 58,868 $29.7M
Ferguson Wellman Capital Management, Inc. 0.56% Reduce -1.6% 61,035 $28.7M
State of Wisconsin Investment Board 0.07% Reduce -4.5% 60,066 $28.2M
Aristotle Atlantic Partners, LLC 0.87% Add +3.4% 59,563 $28.0M
DekaBank Deutsche Girozentrale 0.05% Add +1.2% 58,558 $27.6M
New York State Common Retirement Fund 0.04% Reduce -19.4% 58,256 $27.4M
Keybank National Association 0.11% Reduce -5.7% 58,177 $27.3M
Pictet Asset Management Holding SA 0.03% Add +2.7% 57,951 $27.2M
NorthCoast Asset Management LLC 0.19% Add +2.6% 58,992 $27.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -43.8% 56,811 $26.7M
Alley Investment Management Company, LLC 3.32% Reduce -0.5% 55,881 $26.3M
SG Americas Securities, LLC 0.10% Add +166.9% 55,789 $26.2M
PhiloSmith Capital Corp 6.62% No change 55,700 $26.2M
LPL Financial LLC 0.01% Add +2.1% 53,810 $25.3M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.9% 52,891 $24.8M
State of Alaska, Department of Revenue 0.26% Add +1.2% 52,369 $24.6M
Nissay Asset Management Corp. /Japan 0.15% Add +300.8% 51,699 $24.3M
Neuberger Berman Group LLC 0.02% Reduce -1.6% 51,486 $24.2M
Storebrand Asset Management As 0.08% Add +0.7% 51,005 $24.0M
Tredje AP-fonden 0.22% Add +28.7% 50,928 $23.9M
Bridgewater Associates 0.13% Add +97.8% 50,510 $23.7M
Nisa Investment Advisors, LLC 0.14% Reduce -7.8% 50,307 $23.6M
Associated Banc-Corp 0.69% Reduce -1.3% 49,926 $23.5M
Argent Capital Management LLC 0.64% Reduce -2.5% 49,399 $23.2M
Calamos Advisors LLC 0.16% Reduce -2.4% 49,131 $23.1M
Erste Asset Management GmbH 0.27% Add +3.2% 48,795 $22.9M
State of Tennessee, Department of Treasury 0.08% Reduce -8.6% 47,955 $22.5M
M&T Bank Corp 0.07% Reduce -4.0% 45,632 $21.4M
Comerica Bank 0.08% Reduce -2.1% 44,853 $21.1M
Foundry Partners, LLC 1.04% Reduce -0.7% 44,779 $21.0M
HighTower Advisors, LLC 0.03% Reduce -1.6% 43,474 $20.4M
Commonwealth Equity Services, LLC 0.03% Reduce -2.5% 43,315 $20.4M
Public Employees Retirement System of Ohio 0.09% Reduce -7.5% 43,082 $20.2M
Copeland Capital Management, LLC 0.35% Reduce -3.8% 42,925 $20.2M
Nomura Asset Management Co. Ltd. 0.06% Add +1.9% 42,482 $20.0M
Basswood Capital Management, L.L.C. 1.02% No change 41,930 $19.7M
Natixis 0.12% Add +2655.9% 41,835 $19.7M
Royal London Asset Management Ltd. 0.05% Add +4.0% 41,236 $19.4M
Asset Management One Co., Ltd. 0.07% Add +4.2% 40,058 $18.8M
Arrowstreet Capital, Limited Partnership 0.02% New 40,014 $18.8M
Tudor Investment Corporation 0.21% Add +678.8% 40,000 $18.8M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -2.3% 38,854 $18.3M
Cohen Klingenstein LLC 0.63% No change 38,623 $18.1M
Capital Fund Management S.A. 0.20% New 38,406 $18.0M
Greatmark Investment Partners, Inc. 2.44% Add +1.4% 38,306 $18.0M
Glenmede Trust Co. NA 0.09% Reduce -0.9% 38,000 $17.9M
Payden & Rygel 1.36% Reduce -25.3% 37,500 $17.6M
Bank of Nova Scotia 0.04% Add +16.9% 37,498 $17.6M
Healthcare of Ontario Pension Plan Trust Fund 0.04% No change 37,000 $17.4M
Toronto Dominion Bank 0.03% Reduce -29.1% 36,730 $17.3M
Lowe Brockenbrough & Co. Inc. 1.10% Reduce -16.4% 36,712 $17.2M
Bragg Financial Advisors, Inc 0.71% Reduce -1.1% 36,643 $17.2M
Dividend Assets Capital, LLC 3.26% Add +2.6% 36,292 $17.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -46.3% 36,126 $17.0M
Cetera Investment Advisers 0.04% Add +1.6% 36,030 $16.9M
State of New Jersey Common Pension Fund D 0.07% No change 35,715 $16.8M
Punch & Associates Investment Management, Inc. 0.93% Add +0.8% 35,682 $16.8M
Nordea Investment Management AB 0.02% Reduce -1.3% 35,406 $16.6M
Abn Amro Investment Solutions 0.29% Reduce -11.7% 35,107 $16.5M
Forsta Ap-Fonden 0.12% Add +8.2% 34,500 $16.2M
Varma Mutual Pension Insurance Co 0.13% Reduce -4.3% 31,362 $16.0M
Rafferty Asset Management, LLC 0.05% Reduce -4.7% 33,288 $15.6M
Man Group plc 0.05% Reduce -74.2% 32,988 $15.5M
Farmers & Merchants Investments Inc. 0.48% Reduce -1.1% 32,852 $15.4M
Los Angeles Capital Management LLC 0.06% Add +4961.1% 32,239 $15.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.2% 32,237 $15.1M
PGGM Investments 0.19% No change 32,237 $15.1M
Resona Asset Management Co.,Ltd. 0.09% Reduce -1.9% 31,639 $14.9M
Nippon Life Global Investors Americas, Inc. 0.63% Reduce -49.8% 31,300 $14.7M
Sienna Gestion 0.98% Add +17.4% 31,370 $14.7M
Mediolanum International Funds Ltd 0.20% Add +11.6% 31,352 $14.7M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -1.6% 31,020 $14.6M
Mariner, LLC 0.03% Add +3.9% 30,562 $14.4M
Boston Common Asset Management, LLC 0.37% Reduce -0.8% 30,168 $14.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +18.1% 29,803 $14.0M
MetLife Investment Management, LLC 0.08% Reduce -3.3% 29,729 $14.0M
Mutual of America Capital Management LLC 0.15% Reduce -2.0% 29,624 $13.9M
Andra AP-fonden 0.20% Reduce -2.0% 29,500 $13.9M
NorthRock Partners, LLC 0.46% Add +1.9% 29,415 $13.8M
Xponance LLC 0.13% Add +11.5% 29,261 $13.7M
Cambria Investment Management, L.P. 0.81% Reduce -1.4% 28,567 $13.4M
Arizona State Retirement System 0.08% Reduce -1.9% 28,479 $13.4M
Novare Capital Management LLC 1.13% Reduce -0.6% 28,359 $13.3M
Corebridge Financial, Inc. 0.07% Reduce -3.9% 28,312 $13.3M
O'shaughnessy Asset Management, LLC 0.12% Reduce -0.2% 26,262 $13.2M
State of Michigan Retirement System 0.07% Reduce -1.4% 28,178 $13.2M
Mercer Global Advisors Inc. 0.03% Add +2.7% 27,524 $13.0M
Mairs & Power Inc. 0.12% Add +34.2% 27,690 $13.0M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +37.8% 27,680 $13.0M
Gradient Investments LLC 0.27% Reduce -26.9% 27,280 $12.8M
Guggenheim Capital LLC 0.09% Add +10.6% 27,169 $12.8M
Achmea Investment Management B.V. 0.20% Add +169.1% 25,642 $12.0M
Corient Private Wealth LP 0.02% Reduce -1.3% 25,433 $11.9M
Janney Montgomery Scott LLC 0.03% Add +26.4% 25,243 $11.9M
Boyar Asset Management Inc. 7.48% Reduce -0.0% 24,725 $11.6M
Macquarie Group Ltd. 0.01% Reduce -2.0% 24,583 $11.5M
Lido Advisors, LLC 0.09% Add +269.1% 24,543 $11.5M
DAVENPORT & Co LLC 0.07% Reduce -0.8% 24,476 $11.5M
Foster & Motley Inc. 0.72% Reduce -3.9% 24,314 $11.4M
QRG Capital Management, Inc. 0.12% Add +8.3% 24,031 $11.3M
Assenagon Asset Management S.A. 0.02% Reduce -58.1% 23,909 $11.2M
Banque Pictet & Cie SA 0.11% Add +2.2% 23,513 $11.0M
Verity & Verity, LLC 1.08% Add +1.8% 23,496 $11.0M
Handelsbanken Fonder AB 0.04% Reduce -1.3% 23,437 $11.0M
Asset Advisors Investment Management, LLC 1.14% Add +3.2% 23,377 $11.0M
Sit Investment Associates Inc. 0.24% Reduce -1.1% 23,294 $10.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% — 23,241 $10.9M
Ascent Wealth Partners, LLC 1.50% Reduce -0.8% 22,969 $10.8M
Creative Planning 0.01% Add +1.6% 22,571 $10.6M
Commerce Bank 0.06% Reduce -2.6% 22,556 $10.6M
Cresset Asset Management, LLC 0.04% Add +0.4% 22,435 $10.5M
Susquehanna International Group, LLP 0.02% Reduce -17.5% 22,340 $10.5M
USS Investment Management Ltd 0.07% No change 21,547 $10.1M
Retirement Systems of Alabama 0.04% Reduce -1.9% 21,492 $10.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.0% 21,375 $10.0M
IFM Investors Pty Ltd 0.10% Reduce -1.2% 21,304 $10.0M
Westfield Capital Management Co. LP 0.04% Add +1.8% 20,968 $9.9M
BDF-Gestion 1.05% No change 6,639 $9.8M
Amalgamated Bank 0.08% Reduce -3.0% 20,696 $9.7M
Ameriprise Financial Inc. 0.00% Reduce -3.2% 20,645 $9.7M
Squarepoint Ops LLC 0.03% Reduce -34.9% 20,632 $9.7M
FIL Ltd 0.01% Add +42.7% 20,118 $9.5M
Czech National Bank 0.09% Add +5.7% 20,002 $9.4M
Lombard Odier Asset Management (Europe) Ltd 0.62% Reduce -9.1% 20,000 $9.4M
Unisphere Establishment 0.09% No change 20,000 $9.4M
First Manhattan Co. Llc. 0.03% Reduce -4.0% 19,842 $9.3M
Sanctuary Advisors, LLC 0.06% Add +4.2% 16,286 $9.3M
Osaic Holdings, Inc. 0.02% Reduce -14.4% 19,745 $9.3M
Knights of Columbus Asset Advisors LLC 0.61% Add +1.0% 19,747 $9.3M
Pathstone Holdings, LLC 0.04% Reduce -1.6% 19,235 $9.0M
Cibc World Markets Corp. 0.07% Add +0.0% 19,101 $9.0M
Pacer Advisors, Inc. 0.02% Add +33.5% 19,067 $9.0M
ProShare Advisors LLC 0.02% Reduce -6.5% 18,877 $8.9M
Teacher Retirement System of Texas 0.04% Reduce -65.1% 18,758 $8.8M
Regions Financial Corp. 0.06% Reduce -0.2% 18,620 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +6.8% 18,618 $8.7M
Van Eck Associates Corp. 0.01% Add +11.0% 16,620 $8.7M
Leeward Investments, LLC - MA 0.40% Reduce -57.8% 19,155 $8.6M
Jane Street Group, LLC 0.01% Reduce -79.2% 18,319 $8.6M
STRS Ohio 0.03% No change 18,000 $8.5M
DNB Asset Management AS 0.04% Add +3.6% 17,906 $8.4M
Klingenstein Fields & Co. LP 0.33% No change 17,735 $8.3M
Park Avenue Securities LLC 0.09% Reduce -12.6% 17,716 $8.3M
Public Sector Pension Investment Board 0.04% Add +1.8% 17,136 $8.1M
Vident Advisory, LLC 0.20% Add +57.9% 17,053 $8.0M
Vanguard Personalized Indexing Management, LLC 0.13% Add +9.6% 16,814 $7.9M
Patton Albertson Miller Group, LLC 1.07% Reduce -6.9% 16,731 $7.9M
Investment Management Corp of Ontario 0.17% Add +7.1% 16,623 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -13.6% 16,573 $7.8M
Utah Retirement Systems 0.09% Add +0.3% 16,544 $7.8M
Bessemer Group Inc. 0.01% Add +77.4% 16,520 $7.8M
Glenview Trust Co 0.15% Reduce -0.3% 16,169 $7.6M
Cubist Systematic Strategies, LLC 0.11% Add +265.1% 15,909 $7.5M
Venture Visionary Partners LLC 0.33% Add +0.2% 15,870 $7.5M
Van Lanschot Kempen Investment Management N.V. 0.08% Add +1.4% 15,775 $7.4M
GS Investments, Inc. 3.24% Reduce -0.1% 15,505 $7.3M
Blair William & Co. 0.02% Reduce -0.6% 15,481 $7.3M
HRT Financial LP 0.04% New 15,391 $7.2M
Bremer Bank National Association 1.36% Reduce -3.0% 15,351 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -0.4% 15,241 $7.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.38% Add +29.2% 15,131 $7.1M
Atria Investments, Inc 0.09% Reduce -4.3% 14,876 $7.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +6.7% 14,734 $6.9M
Legacy Private Trust Co. 0.46% Reduce -6.0% 14,670 $6.9M
Bellwether Advisors, LLC 1.32% New 14,639 $6.9M
CIBC Asset Management Inc 0.02% Add +7.0% 14,624 $6.9M
New York Life Investment Management LLC 0.07% Reduce -4.0% 14,585 $6.9M
Focus Partners Wealth 0.02% Add +121.5% 14,597 $6.8M
Level Four Advisory Services, LLC 0.28% Add +4.5% 12,829 $6.5M
Choate Investment Advisors 0.17% Reduce -10.8% 13,891 $6.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.2% 13,836 $6.5M
Steward Partners Investment Advisory, LLC 0.06% Add +5.8% 13,711 $6.4M
Arjuna Capital 1.64% Add +34.1% 13,490 $6.3M
First Merchants Corp. 0.24% Reduce -5.0% 13,368 $6.3M
Martingale Asset Management L P 0.14% Reduce -12.5% 13,309 $6.3M
Bokf, NA 0.11% Reduce -1.3% 12,773 $6.1M
Equitable Trust Co. 0.39% Reduce -10.9% 13,036 $6.1M
Kerusso Capital Management LLC 3.88% Add +6.4% 12,996 $6.1M
Ethic Inc. 0.15% Reduce -14.6% 13,730 $6.0M
Railway Pension Investments Ltd 0.07% Reduce -43.1% 12,800 $6.0M
Lazard Asset Management LLC 0.01% Reduce -9.9% 12,716 $6.0M
Ensign Peak Advisors, Inc 0.01% Reduce -7.4% 12,685 $6.0M
United Services Automobile Association 0.15% Add +18.6% 12,439 $5.8M
Daiwa Securities Group Inc. 0.03% Add +0.7% 12,081 $5.7M
Eagle Asset Management Inc. 0.03% Add +2.8% 10,224 $5.6M
Marex Group Ltd 0.13% New 12,000 $5.6M
Janus Henderson Group PLC 0.00% Add +2.9% 11,524 $5.4M
Impact Asset Management GmbH 2.04% — 11,270 $5.3M
American Assets Investment Management, LLC 0.46% No change 11,250 $5.3M
Wealthfront Advisers LLC 0.02% Add +0.3% 11,104 $5.2M
Northwest & Ethical Investments L.P. 0.14% New 11,094 $5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +11.9% 10,906 $5.1M
Fiera Capital Corp 0.02% Add +11.0% 10,885 $5.1M
Mackenzie Financial Corp. 0.01% Add +1.4% 10,686 $5.0M
BTC Capital Management, Inc. 0.44% Reduce -2.7% 10,598 $5.0M
GAMCO Investors 0.05% Reduce -0.7% 10,547 $5.0M
Red Cedar Investment Management, LLC 0.63% No change 10,522 $4.9M
Illinois Municipal Retirement Fund 0.07% No change 10,521 $4.9M
Hohimer Wealth Management, LLC 1.04% Add +0.1% 10,301 $4.8M
Edgestream Partners, L.P. 0.21% New 10,187 $4.8M
Journey Advisory Group, LLC 0.57% No change 11,185 $4.8M
Baird Financial Group, Inc. 0.01% Add +2.4% 10,162 $4.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -65.4% 10,142 $4.8M
Kestra Advisory Services, LLC 0.03% Reduce -12.0% 10,123 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -8.0% 10,020 $4.7M
Raymond James Trust N.A. 0.10% Add +6.4% 10,016 $4.7M
Atlantic Union Bankshares Corp 0.27% Add +9.7% 9,932 $4.7M
SOA Wealth Advisors, LLC. 0.89% Add +0.1% 9,893 $4.6M
Burney Co./ 0.16% Reduce -2.4% 9,864 $4.6M
Cadence Bank 0.32% Add +0.1% 9,802 $4.6M
Bulltick Wealth Management, LLC 1.13% Reduce -51.2% 9,720 $4.6M
Vontobel Holding Ltd. 0.01% Reduce -2.6% 9,499 $4.5M
UniSuper Management Pty Ltd 0.03% Add +48.8% 9,363 $4.4M
GYL Financial Synergies, LLC 0.33% Reduce -0.2% 9,265 $4.4M
Bridges Investment Management Inc. 0.06% Add +0.1% 9,031 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.2% 8,951 $4.2M
NewEdge Advisors, LLC 0.03% Reduce -3.2% 8,873 $4.2M
Fourpath Capital Management, LLC 0.76% New 8,821 $4.1M
Quantinno Capital Management LP 0.05% Add +47.7% 8,715 $4.1M
Edmp, Inc. 3.29% Reduce -4.2% 8,536 $4.0M
TD Waterhouse Canada Inc. 0.03% Add +89.3% 8,459 $4.0M
TD Private Client Wealth LLC 0.11% Reduce -2.3% 8,459 $4.0M
Orion Porfolio Solutions, LLC 0.04% Add +12.8% 8,449 $4.0M
Orion Portfolio Solutions, LLC 0.04% Add +12.8% 8,449 $4.0M
Fulton Bank, N.A. 0.15% Reduce -6.7% 8,430 $4.0M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.2% 8,424 $4.0M
L2 Asset Management, LLC 1.07% Add +22.9% 8,411 $4.0M
OMERS ADMINISTRATION Corp 0.04% No change 8,307 $3.9M
Ieq Capital, LLC 0.05% Add +9.2% 8,278 $3.9M
Empowered Funds, LLC 0.06% Add +19.9% 8,021 $3.8M
Tower Bridge Advisors 0.39% Reduce -0.6% 7,849 $3.7M
Cyndeo Wealth Partners, LLC 0.26% Reduce -13.5% 7,776 $3.7M
D. E. Shaw & Co. 0.01% Reduce -38.1% 7,713 $3.6M
Gulf International Bank (UK) Ltd 0.09% Reduce -4.6% 7,705 $3.6M
Diversified Trust Co. 0.09% Add +0.9% 7,610 $3.6M
Great Lakes Advisors, LLC 0.03% Reduce -6.0% 7,592 $3.6M
Signet Financial Management, LLC 0.45% Add +0.7% 7,525 $3.5M
Perigon Wealth Management, LLC 0.09% Reduce -5.0% 7,470 $3.5M
Hilltop Holdings Inc. 0.23% Add +873.8% 7,469 $3.5M
Advisory Services Network, LLC 0.07% No change 7,991 $3.4M
Great Lakes Retirement, Inc. 0.44% Add +0.9% 7,249 $3.4M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -0.7% 7,193 $3.4M
New Potomac Partners, LLC 1.70% Reduce -2.2% 7,047 $3.3M
Townsquare Capital LLC 0.04% Add +8.0% 7,047 $3.3M
Radnor Capital Management, LLC 0.49% Add +2.9% 7,042 $3.3M
Great Diamond Partners, LLC 0.84% Reduce -10.0% 7,034 $3.3M
Carret Asset Management, LLC 0.36% Reduce -2.1% 7,033 $3.3M
FineMark National Bank & Trust 0.11% Reduce -0.3% 6,999 $3.3M
Plato Investment Management Ltd 0.27% Add +3.0% 6,992 $3.3M
B. Metzler seel. Sohn & Co. Holding AG 0.03% — 6,978 $3.3M
B. Metzler seel. Sohn & Co. AG 0.03% No change 6,978 $3.3M
Johnson Investment Counsel Inc. 0.03% Reduce -0.1% 6,914 $3.2M
Kentucky Retirement Systems 0.09% Reduce -8.6% 6,840 $3.2M
Choreo, LLC 0.05% Add +2.5% 6,782 $3.2M
New Hampshire Trust 0.69% Add +1.4% 6,827 $3.2M
First Hawaiian Bank 0.10% Add +21.0% 6,782 $3.2M
Savant Capital, LLC 0.03% Reduce -4.3% 6,663 $3.1M
Dean Investment Associates, LLC 0.42% Reduce -13.4% 6,635 $3.1M
ExodusPoint Capital Management, LP 0.03% New 6,618 $3.1M
Fifth Third Bancorp 0.01% Reduce -8.1% 6,569 $3.1M
&partners 0.06% Add +156.6% 6,566 $3.1M
Bridgeway Capital Management, LLC 0.07% No change 6,540 $3.1M
Private Advisor Group, LLC 0.02% Add +10.5% 6,417 $3.0M
Mizuho Securities USA LLC 0.06% Reduce -16.9% 6,367 $3.0M
Oppenheimer & Co. Inc. 0.05% Add +25.1% 6,358 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.6% 6,343 $3.0M
Intech Investment Management LLC 0.03% Reduce -2.2% 6,279 $2.9M
Summit Financial, LLC 0.12% Add +0.6% 6,276 $2.9M
Loudon Investment Management, LLC 1.60% Reduce -0.9% 6,217 $2.9M
Family Manage LLC 0.48% No change 6,191 $2.9M
Hartford Investment Management Co. 0.10% Reduce -3.2% 6,179 $2.9M
Chesley Taft & Associates LLC 0.14% Reduce -6.0% 6,166 $2.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +19.6% 6,155 $2.9M
NorthCrest Asset Manangement, LLC 0.09% Reduce -3.6% 6,100 $2.9M
Donoghue Forlines LLC 0.82% Add +76.0% 6,099 $2.9M
Caprock Group, LLC 0.10% Add +0.3% 6,020 $2.8M
Aviance Capital Partners, LLC 0.37% Reduce -0.1% 6,000 $2.8M
AlphaQuest LLC 0.25% Add +40.1% 5,997 $2.8M
Ibex Wealth Advisors 0.77% Add +2416.6% 38,253 $2.8M
IMA Advisory Services, Inc. 0.60% Reduce -0.3% 5,902 $2.8M
Acadian Asset Management LLC 0.01% Add +64.7% 5,878 $2.8M
Castellan Group 1.16% Reduce -4.1% 5,866 $2.8M
FORA Capital, LLC 0.32% Reduce -47.8% 5,852 $2.7M
Procyon Advisors, LLC 0.19% Reduce -0.9% 5,812 $2.7M
Maryland State Retirement & Pension System 0.06% Reduce -27.4% 5,711 $2.7M
Quartz Partners, LLC 1.67% — 5,678 $2.7M
Vestcor Inc 0.08% Add +67.8% 5,667 $2.7M
Atlantic Edge Private Wealth Management, LLC 0.80% Add +1.4% 5,628 $2.6M
Rakuten Investment Management, Inc. 0.02% Add +31.7% 5,584 $2.6M
Sequoia Financial Advisors, LLC 0.03% Add +55.0% 5,503 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -1.8% 5,500 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -5.3% 5,465 $2.6M
Nations Financial Group Inc, /Ia/ 0.18% Add +3.4% 5,407 $2.5M
17 Capital Partners, LLC 1.65% No change 5,405 $2.5M
Flputnam Investment Management Co. 0.05% Reduce -0.8% 6,279 $2.5M
Leisure Capital Management 1.08% No change 5,355 $2.5M
Cibc World Market Inc. 0.01% Reduce -0.8% 5,354 $2.5M
Bradley Foster & Sargent Inc. 0.04% Add +17.6% 5,350 $2.5M
Montecito Bank & Trust 0.42% Add +35.0% 5,241 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -68.3% 5,232 $2.5M
1832 Asset Management L.P. 0.00% Reduce -15.8% 5,175 $2.4M
Cove Private Wealth, LLC 1.92% No change 5,123 $2.4M
Auxier Asset Management LLC 0.35% No change 5,081 $2.4M
Dorsey & Whitney Trust CO LLC 0.13% Add +277.4% 5,068 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.13% Reduce -3.7% 5,023 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Add +339.4% 5,014 $2.4M
First Trust Direct Indexing L.P. 0.13% Add +23.3% 5,013 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.8% 5,006 $2.4M
MAI Capital Management 0.02% Reduce -10.2% 4,995 $2.3M
ING Groep NV 0.01% Reduce -59.7% 4,949 $2.3M
Hilltop National Bank 0.70% Add +1.5% 4,919 $2.3M
Greenleaf Trust 0.02% Add +0.6% 4,901 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -3.9% 4,881 $2.3M
LMCG Investments, LLC 0.14% Reduce -32.4% 4,817 $2.3M
Peddock Capital Advisors, LLC 0.54% Add +1.5% 4,803 $2.3M
Independent Advisor Alliance 0.08% Reduce -1.6% 4,773 $2.2M
CNB Bank 1.04% Reduce -6.3% 4,770 $2.2M
Affinity Investment Advisors, LLC 1.52% Reduce -1.3% 4,714 $2.2M
Principal Securities, Inc. 0.05% Add +2.9% 4,702 $2.2M
CW Advisors, LLC 0.03% Add +171.2% 4,692 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -2.4% 4,641 $2.2M
Meeder Advisory Services, Inc. 0.14% Reduce -5.3% 4,590 $2.2M
Allworth Financial LP 0.01% Add +15.5% 4,580 $2.2M
Harfst & Associates, Inc. 0.48% Add +27.3% 4,577 $2.2M
Cullen/Frost Bankers, Inc. 0.03% Reduce -9.3% 4,573 $2.1M
Eley Financial Management, Inc 0.86% Reduce -2.5% 4,528 $2.1M
Paradigm Asset Management Co. LLC 0.55% No change 4,500 $2.1M
D.A. Davidson & Co. 0.02% Add +1.1% 4,491 $2.1M
Bfsg, LLC 0.24% Add +13.1% 4,477 $2.1M
Unigestion Holding SA 0.10% Add +80.0% 4,436 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +40.8% 4,397 $2.1M
Connecticut Wealth Management, LLC 0.10% Reduce -2.7% 4,369 $2.1M
CHICAGO TRUST Co NA 0.36% Add +5.8% 4,290 $2.0M
TruWealth Advisors, LLC 0.12% No change 4,289 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -2.6% 4,289 $2.0M
Rwa Wealth Partners, LLC 0.02% Add +0.1% 4,210 $2.0M
Ramirez Asset Management, Inc. 0.38% No change 4,197 $2.0M
Parallel Advisors, LLC 0.05% Add +0.6% 4,171 $2.0M
NEOS Investment Management LLC 0.06% Add +24.3% 4,156 $2.0M
Norinchukin Bank, The 0.05% Add +16.5% 4,144 $1.9M
Elevation Point Wealth Partners, LLC 0.19% Reduce -4.0% 4,103 $1.9M
GAMMA Investing LLC 0.19% Add +15.6% 4,102 $1.9M
Kennebec Savings Bank 1.89% — 4,066 $1.9M
Quadrant Capital Group LLC 0.13% Reduce -0.8% 4,048 $1.9M
Bank Ozk 0.79% Reduce -1.2% 4,046 $1.9M
Coldstream Capital Management Inc. 0.04% Add +6.6% 4,009 $1.9M
E. Ohman J:or Asset Management AB 0.05% Reduce -10.4% 4,030 $1.9M
Apollon Wealth Management, LLC 0.05% Reduce -10.6% 4,024 $1.9M
First Horizon Advisors, Inc. 0.05% Add +10.1% 4,019 $1.9M
Prescott Group Capital Management, L.L.C. 0.27% No change 4,000 $1.9M
Manchester Capital Management LLC 0.22% Add +0.9% 3,942 $1.9M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.4% 3,916 $1.8M
Abacus FCF Advisors LLC 0.43% Reduce -50.0% 3,913 $1.8M
Vinva Investment Management Ltd 0.08% Add +35.4% 3,908 $1.8M
Covenant Partners, LLC 0.53% Add +0.4% 3,896 $1.8M
Groupama Asset Managment 0.05% Reduce -22.5% 4,850 $1.8M
Keeley-Teton Advisors, LLC 0.20% Reduce -0.1% 3,879 $1.8M
Teachers Insurance & Annuity Association of America 2.78% — 3,875 $1.8M
Daiichi Life Insurance Co., Ltd. 0.05% Add +369.5% 3,812 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -0.3% 3,768 $1.8M
Verition Fund Management LLC 0.01% Add +22.5% 3,760 $1.8M
Clearstead Advisors, LLC 0.03% Add +0.2% 3,740 $1.8M
Global Retirement Partners, LLC 0.05% Add +8.8% 3,732 $1.8M
Chemistry Wealth Management LLC 0.42% No change 3,696 $1.7M
iA Global Asset Management Inc. 0.03% Reduce -37.9% 3,679 $1.7M
MainStreet Investment Advisors LLC 0.23% Reduce -14.2% 3,677 $1.7M
Linden Thomas Advisory Services, LLC 0.23% Add +4.6% 3,651 $1.7M
Oddo BHF Asset Management Sas 0.09% — 3,625 $1.7M
Empirical Finance, LLC 0.10% Add +1.9% 3,623 $1.7M
Prentice Wealth Management LLC 0.51% Reduce -1.3% 3,622 $1.7M
Prudent Man Advisors, LLC 0.56% Reduce -2.8% 3,594 $1.7M
Mgo One Seven LLC 0.07% Add +11.1% 3,578 $1.7M
Jacobi Capital Management LLC 0.13% Add +7.6% 3,550 $1.7M
Wedmont Private Capital 0.09% Add +1.4% 3,446 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +0.8% 3,513 $1.7M
Fifth Third Wealth Advisors LLC 0.10% Add +3.8% 3,505 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.0% 3,460 $1.6M
CENTRAL TRUST Co 0.04% Reduce -7.7% 3,454 $1.6M
Metis Global Partners, LLC 0.05% Add +1.3% 3,443 $1.6M
NewEdge Wealth, LLC 0.03% Add +2.4% 3,430 $1.6M
Chase Investment Counsel Corp. 0.53% Add +30.8% 3,400 $1.6M
Letson Investment Management, Inc. 0.62% No change 3,381 $1.6M
Dean Capital Management 0.67% New 3,375 $1.6M
Redwood Investment Management, LLC 0.14% Add +1.0% 3,376 $1.6M
Shell Asset Management Co. 0.07% — 3,361 $1.6M
K.J. Harrison & Partners Inc 0.24% Reduce -62.5% 3,000 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -78.0% 3,337 $1.6M
Swiss Life Asset Management Ltd 0.02% Reduce -81.1% 3,323 $1.6M
Ossiam 0.03% Reduce -25.2% 3,308 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -7.5% 3,287 $1.5M
Zhang Financial LLC 0.10% Add +13.8% 3,272 $1.5M
Financial Advocates Investment Management 0.09% Add +0.3% 3,247 $1.5M
SpiderRock Advisors, LLC 0.03% Add +136.3% 3,237 $1.5M
Tectonic Advisors LLC 0.10% Reduce -3.8% 3,236 $1.5M
Tidal Investments LLC 0.02% Add +1.2% 3,232 $1.5M
Hilltop Partners LLC 0.51% Add +3.0% 3,215 $1.5M
Qtron Investments LLC 0.20% Reduce -5.4% 3,194 $1.5M
LBP Am SA 0.02% Reduce -42.7% 3,182 $1.5M
Pring Turner Capital Group Inc. 0.94% No change 3,176 $1.5M
Fiduciary Trust Co 0.02% Reduce -0.8% 3,174 $1.5M
Siemens Fonds Invest GmbH 0.12% No change 3,135 $1.5M
Chilton Investment Co. Inc. 0.04% No change 3,125 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.6% 3,112 $1.5M
Palisade Asset Management, LLC 0.14% No change 3,109 $1.5M
Courier Capital LLC 0.10% No change 3,090 $1.5M
HB Wealth Management, LLC 0.02% Add +2.7% 3,034 $1.4M
44 Wealth Management LLC 0.50% — 2,729 $1.4M
Penobscot Investment Management Company, Inc. 0.13% Add +8.7% 3,007 $1.4M
UMB Bank, n.a. 0.02% Add +20.8% 3,006 $1.4M
Pensionfund Sabic 0.44% Reduce -14.3% 3,000 $1.4M
Seven Eight Capital, LP 0.13% Reduce -55.2% 2,989 $1.4M
Trust Co. of Vermont 0.07% Reduce -2.0% 2,980 $1.4M
Point72 Asia (Singapore) Pte. Ltd. 0.26% Add +784.7% 2,955 $1.4M
Caldwell Trust Co 0.14% Add +23.7% 2,935 $1.4M
Kestra Private Wealth Services, LLC 0.03% Add +1.1% 2,924 $1.4M
Net Worth Advisory Group 0.41% — 2,916 $1.4M
Cwm, LLC 0.01% Reduce -7.2% 2,910 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -9.3% 2,907 $1.4M
AXS Investments LLC 0.37% Add +5.0% 2,906 $1.4M
Sandy Cove Advisors, LLC 0.55% Add +0.0% 2,883 $1.4M
HighPoint Advisor Group LLC 0.08% Reduce -0.7% 2,663 $1.4M
M. Kulyk & Associates, LLC 0.27% No change 2,874 $1.4M
Marks Group Wealth Management, Inc 0.13% Add +0.3% 2,868 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +1.8% 2,857 $1.3M
Graypoint LLC 0.09% Add +1.9% 2,835 $1.3M
Pitcairn Co. 0.08% Reduce -10.8% 2,826 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -11.9% 2,826 $1.3M
Synovus Financial Corp. 0.02% Add +1.4% 2,812 $1.3M
Huntington National Bank 0.01% Add +2.5% 2,782 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% No change 2,768 $1.3M
Personal Cfo Solutions, LLC 0.18% Add +1.8% 2,748 $1.3M
Fayez Sarofim & Co 0.00% Add +10.0% 2,716 $1.3M
Hancock Whitney Corp. 0.04% Add +4.4% 2,704 $1.3M
Heartland Bank & Trust Co 0.68% Reduce -2.4% 2,689 $1.3M
Bleakley Financial Group, LLC 0.04% Reduce -3.6% 2,671 $1.3M
Cavalier Investments, LLC 0.38% Add +5.6% 2,617 $1.2M
Gator Capital Management, LLC 0.54% No change 2,600 $1.2M
HM Payson & Co. 0.02% Reduce -3.8% 2,570 $1.2M
Mattson Financial Services, LLC 0.43% Reduce -0.7% 2,822 $1.2M
Tiaa Trust, National Association 0.00% Reduce -6.1% 2,559 $1.2M
Empirical Asset Management, LLC 0.43% Add +27.3% 8,710 $1.2M
Brendel Financial Advisors LLC 0.68% No change 2,544 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -10.5% 2,540 $1.2M
Freedom Investment Management, Inc. 0.09% Add +0.3% 2,527 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Add +370.1% 2,515 $1.2M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -19.6% 2,507 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -23.1% 2,508 $1.2M
EPG Wealth Management LLC 0.29% Add +0.0% 2,487 $1.2M
Signaturefd, LLC 0.02% Reduce -2.2% 2,471 $1.2M
Vectors Research Management, LLC 0.35% No change 2,480 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -47.5% 2,458 $1.2M
Copperwynd Financial, LLC 0.35% Add +1.0% 2,452 $1.2M
Skba Capital Management LLC 0.17% No change 2,445 $1.1M
Kestra Investment Management, LLC 0.05% Add +42.1% 2,433 $1.1M
Lake Street Advisors Group, LLC 0.05% Reduce -2.6% 2,424 $1.1M
US Asset Management LLC 1.00% Reduce -0.4% 2,014 $1.1M
Old North State Trust, LLC 0.90% Add +1.0% 2,369 $1.1M
Legacy Capital Group California, Inc. 0.37% Reduce -0.5% 2,356 $1.1M
Kintegral Advisory, LLC 0.10% Reduce -1.3% 2,282 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +12.9% 2,282 $1.1M
Cary Street Partners Investment Advisory LLC 0.04% Add +2.6% 2,249 $1.1M
Gratus Wealth Advisors, LLC 0.17% Add +10.6% 2,177 $1.0M
Ballentine Partners, LLC 0.02% Add +9.6% 2,206 $1.0M
Lindbrook Capital, LLC 0.09% Reduce -0.9% 2,181 $1.0M
Lebenthal Global Advisors, LLC 0.21% Add +17.3% 2,175 $1.0M
Vishria Bird Financial Group, LLC 0.39% Add +9.0% 2,174 $1.0M
V-Square Quantitative Management LLC 0.15% Add +19.6% 2,171 $1.0M
EP Wealth Advisors, LLC 0.01% Add +19.2% 2,163 $1.0M
Belpointe Asset Management LLC 0.06% Add +4.2% 2,155 $1.0M
Pettee Investors, Inc. 0.49% No change 2,150 $1.0M
Stephens Inc. 0.01% Add +4.6% 2,145 $1.0M
Atom Investors LP 0.10% Add +8.3% 2,115 $994K
Gateway Investment Advisers LLC 0.01% Reduce -1.3% 2,113 $993K
RFG Advisory, LLC 0.03% Reduce -28.4% 2,104 $989K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.24% No change 2,095 $984K
Basepoint Wealth LLC 0.72% Add +11.7% 2,067 $971K
Prosperity Consulting Group, LLC 0.08% Reduce -1.8% 2,048 $962K
Fielder Capital Group LLC 0.32% Reduce -0.1% 2,046 $961K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -20.9% 2,027 $952K
Blueshift Asset Management, LLC 0.24% New 2,025 $951K
TrinityPoint Wealth, LLC 0.14% Add +6.8% 2,023 $950K
Round Rock Advisors LLC 0.22% No change 2,020 $949K
Virtus Advisers, LLC 0.44% Add +2.2% 2,014 $946K
Morse Asset Management, Inc 0.20% New 2,000 $940K
Pacific Capital Partners Ltd 0.55% No change 1,998 $939K
Gateway Advisory, LLC 0.15% Reduce -3.8% 1,980 $930K
Ritholtz Wealth Management 0.03% Add +11.7% 1,964 $922K
Douglass Winthrop Advisors, LLC 0.02% Reduce -2.7% 1,962 $922K
Mather Group, Llc. 0.01% Reduce -9.8% 1,949 $915K
FJ Capital Management LLC 0.10% Reduce -10.7% 1,937 $910K
Adapt Wealth Advisors, LLC 0.49% No change 1,935 $909K
Evergreen Capital Management LLC 0.03% Reduce -1.3% 1,918 $901K
GTS Securities LLC 0.02% Reduce -0.3% 1,912 $898K
Quantitative Investment Management, LLC 0.09% New 1,912 $898K
CI Investments Inc. 0.00% Add +5.7% 1,906 $895K
Insigneo Advisory Services, LLC 0.09% Reduce -0.5% 1,894 $890K
Advisors Asset Management, Inc. 0.02% Add +11.1% 1,888 $887K
MorganRosel Wealth Management, LLC 0.29% Reduce -8.9% 1,871 $879K
Citizens Financial Group Inc. 0.02% Reduce -1.5% 1,865 $876K
Sage Mountain Advisors LLC 0.07% Add +58.9% 1,857 $872K
Ontario Teachers Pension Plan Board 0.01% No change 1,855 $871K
Stonegate Investment Group, LLC 0.02% Reduce -3.5% 1,851 $869K
CSS LLC 0.16% No change 1,850 $869K
Quent Capital, LLC 0.09% Reduce -0.7% 1,846 $867K
First Commonwealth Financial Corp 0.21% Add +1.9% 1,842 $865K
Inceptionr LLC 0.21% Add +222.2% 1,840 $864K
IFP Advisors, Inc 0.03% Reduce -2.0% 1,838 $864K
Dodge & Cox 0.00% No change 1,827 $858K
Certuity, LLC 0.09% Reduce -32.4% 1,819 $855K
Syon Capital LLC 0.08% Reduce -1.8% 1,818 $854K
Prudential PLC 0.00% No change 1,817 $854K
Angeles Investment Advisors, LLC 0.04% Reduce -7.3% 1,800 $846K
Legacy Advisors, LLC 0.09% Add +3.0% 1,793 $842K
Howard Capital Management Group, LLC 0.06% Add +11.1% 1,787 $840K
Rathbones Group PLC 0.00% Reduce -2.7% 1,777 $835K
Snowden Capital Advisors LLC 0.03% Reduce -2.4% 1,769 $831K
Legacy Trust 0.19% No change 1,752 $823K
Smithfield Trust Co 0.04% Add +115.3% 1,729 $812K
Assetmark, Inc. 0.00% Reduce -0.4% 1,726 $811K
Searle & Co. 0.20% Reduce -44.5% 1,710 $803K
Frank, Rimerman Advisors LLC 0.06% Reduce -0.5% 1,705 $801K
Gotham Asset Management 0.01% Add +9.2% 1,704 $801K
Accel Wealth Management 0.30% Reduce -0.4% 1,688 $793K
Spinnaker Trust 0.05% No change 1,685 $792K
Transcend Capital Advisors, LLC 0.05% Reduce -2.1% 1,680 $790K
Vise Technologies, Inc. 0.10% New 1,680 $789K
Argent Trust Co 0.03% No change 1,677 $788K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Reduce -10.6% 1,672 $786K
Blue Trust, Inc. 0.01% Add +15.5% 1,831 $782K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -1.7% 1,661 $780K
J. W. Coons Advisors, LLC 0.14% Add +0.6% 1,639 $770K
Boston Financial Mangement LLC 0.02% Reduce -0.9% 1,618 $760K
Transamerica Financial Advisors, LLC 0.07% Reduce -8.5% 1,611 $757K
Pennsylvania Capital Management Inc. 0.27% Add +0.1% 1,607 $755K
Ancora Advisors LLC 0.02% No change 1,603 $753K
Paloma Partners Management Co 0.05% Add +27.7% 1,600 $752K
Eagle Global Advisors LLC 0.04% No change 1,600 $752K
DoubleLine ETF Adviser LP 0.18% Reduce -7.3% 1,595 $749K
Capstone Investment Advisors, LLC 0.03% Reduce -27.3% 1,577 $741K
Horizon Investments, LLC 0.02% Add +5.5% 1,580 $740K
Fort Point Capital Partners LLC 0.09% Add +3.7% 1,573 $739K
Norden Group LLC 0.09% Add +160.4% 1,557 $732K
Profund Advisors LLC 0.03% Add +3.6% 1,551 $729K
First Citizens Bank & Trust Co. 0.02% Reduce -0.5% 1,548 $727K
Praxis Investment Management Inc. 0.05% No change 1,540 $724K
Kintra Wealth, LLC 0.49% Reduce -11.4% 1,538 $723K
New Century Financial Group, LLC 0.26% Add +5.5% 1,525 $716K
Walleye Capital LLC 0.01% Reduce -55.4% 1,516 $712K
Stokes Capital Advisors, LLC 0.18% Reduce -4.4% 1,512 $710K
Integrated Advisors Network LLC 0.03% Reduce -3.1% 1,500 $705K
Coastal Bridge Advisors, LLC 0.17% Add +0.1% 1,495 $702K
Kolinsky Wealth Management, LLC 0.46% Reduce -2.9% 1,491 $700K
Smartleaf Asset Management LLC 0.08% Add +23.5% 1,478 $693K
Forum Financial Management, LP 0.01% Add +0.2% 1,463 $687K
Schechter Investment Advisors, LLC 0.05% Add +1.1% 1,451 $682K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 1,427 $670K
West Coast Financial LLC 0.07% Add +0.5% 1,416 $665K
Wedbush Securities Inc. 0.02% Reduce -4.1% 1,415 $665K
Pointe Capital Management LLC 0.39% No change 1,412 $663K
Mission Wealth Management, LP 0.02% Reduce -0.1% 1,410 $663K
Crewe Advisors LLC 0.08% Add +0.2% 1,410 $662K
Lyell Wealth Management, LP 0.06% No change 1,404 $660K
World Investment Advisors 0.02% New 1,402 $659K
Eastern Bank 0.01% New 1,399 $657K
1776 Wealth LLC 0.30% Reduce -7.5% 1,396 $656K
Charter Oak Capital Management, LLC 0.06% Add +5.0% 1,393 $654K
Berkshire Asset Management LLC 0.03% No change 1,521 $650K
Aries Wealth Management 0.18% New 1,382 $649K
Insight Advisors, LLC/ PA 0.11% No change 1,369 $643K
Elyxium Wealth, LLC 0.35% — 1,366 $642K
Wellington Management Group LLP 0.00% Reduce -28.0% 1,366 $642K
Wealthspire Advisors, LLC 0.01% Add +14.6% 1,360 $639K
AE Wealth Management LLC 0.01% Reduce -33.8% 1,352 $635K
Old Port Advisors 0.18% Add +2.7% 1,351 $635K
Jones Financial Companies LLLP 0.00% Add +353.5% 1,347 $632K
Catalyst Financial Partners LLC 0.12% Add +1.2% 1,336 $628K
Gladstone Institutional Advisory LLC 0.03% Add +0.1% 1,334 $627K
Larson Financial Group LLC 0.04% Add +15.6% 1,329 $625K
PFG Investments, LLC 0.04% Add +12.3% 1,328 $624K
Northcape Wealth Management, LLC 0.20% No change 1,317 $619K
Arlington Trust Co LLC 0.13% No change 1,302 $612K
Gabelli Funds LLC 0.00% No change 1,300 $611K
Becker Capital Management Inc. 0.02% No change 1,295 $608K
Baldwin Wealth Partners LLC 0.04% New 1,289 $606K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.2% 1,281 $602K
Checchi Capital Advisers, LLC 0.04% Reduce -5.2% 1,280 $601K
Arkadios Wealth Advisors 0.03% Add +3.9% 1,267 $595K
Everpar Advisors LLC 0.31% Reduce -23.2% 1,263 $593K
Summit Global Investments 0.04% Add +30.3% 1,257 $590K
Perritt Capital Management Inc 0.30% Reduce -1.2% 1,255 $590K
McLean Asset Management Corp 0.18% Reduce -1.7% 1,204 $586K
Focus Financial Network, Inc. 0.02% No change 1,230 $578K
Trust Asset Management LLC 0.05% No change 1,230 $578K
Stratos Wealth Partners, LTD. 0.01% Reduce -19.6% 1,228 $577K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 1,223 $575K
Wellington Shields Capital Management, LLC 0.10% No change 1,220 $573K
PGIM Custom Harvest LLC 0.01% Add +0.3% 1,216 $571K
Advisors Preferred, LLC 0.09% Add +49.8% 1,206 $571K
Modera Wealth Management, LLC 0.01% Reduce -0.5% 1,205 $566K
Weil Company, Inc. 0.18% No change 1,200 $564K
Williams Jones Wealth Management, LLC. 0.01% Reduce -82.6% 1,199 $563K
FFT Wealth Management LLC 0.04% Add +3.3% 1,195 $562K
Enzi Wealth 0.22% Add +0.2% 1,112 $561K
Twin Capital Management Inc. 0.06% New 1,193 $560K
Quantum Financial Advisors, LLC 0.09% Add +110.7% 1,180 $554K
Benjamin Edwards Inc. 0.01% Add +1261.6% 1,171 $550K
Wesbanco Bank Inc. 0.02% Add +9.9% 1,169 $549K
Beacon Financial Group 0.06% Reduce -4.0% 1,160 $545K
Kenora Financial, LLC 0.22% Reduce -2.5% 1,150 $540K
Clarius Group, LLC 0.04% Reduce -0.9% 1,147 $538K
Waverly Advisors, LLC 0.01% Reduce -1.8% 1,139 $535K
Astoria Portfolio Advisors LLC. 0.18% Add +10.4% 1,057 $531K
Valeo Financial Advisors, LLC 0.02% Reduce -2.8% 1,129 $530K
Stratos Investment Management, LLC 0.04% New 1,127 $530K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,126 $529K
Contravisory Investment Management, Inc. 0.11% Reduce -1.4% 1,125 $529K
Dakota Community Bank & Trust NA 2.63% Add +0.3% 1,115 $524K
Arthur M. Cohen & Associates, LLC 0.09% Add +14.5% 1,105 $523K
Burt Wealth Advisors 0.13% No change 1,111 $522K
Independence Bank of Kentucky 0.11% Add +99.6% 1,108 $521K
Segment Wealth Management, LLC 0.04% No change 1,101 $517K
Versor Investments LP 0.08% Add +84.4% 1,099 $516K
First Business Financial Services, Inc. 0.05% No change 1,093 $514K
St Germain D J Co. Inc. 0.02% Reduce -5.1% 1,092 $513K
Aurora Private Wealth, Inc. 0.40% No change 1,091 $513K
Moneta Group Investment Advisors LLC 0.01% Add +5.4% 1,087 $511K
McRae Capital Management Inc. 0.10% Add +70.9% 1,085 $510K
Pinnacle Financial Partners Inc 0.01% Reduce -18.6% 1,084 $509K
Loomis Sayles & Co. L P 0.00% Reduce -6.2% 1,082 $508K
McCarter Private Wealth Services LLC 0.32% — 1,080 $507K
Renasant Bank 0.33% Add +37.6% 1,073 $504K
Invst, LLC 0.06% Reduce -0.5% 1,072 $504K
Everett Harris & Co. 0.01% No change 1,072 $504K
Gsa Capital Partners LLP 0.04% New 1,070 $503K
Evercore Wealth Management, LLC 0.01% No change 1,065 $500K
IHT Wealth Management, LLC 0.01% Add +71.4% 1,047 $493K
Cetera Trust Company, N.A 0.30% No change 1,050 $493K
Guinness Asset Management LTD 0.01% Reduce -10.2% 1,050 $493K
Cigna Investments Inc. 0.09% Reduce -2.0% 1,044 $491K
Ransom Advisory, Ltd 0.23% No change 1,038 $488K
Estabrook Capital Management 0.07% No change 1,035 $486K
Woodmont Investment Counsel LLC 0.04% No change 1,026 $482K
Legacy Capital Wealth Partners, LLC 0.10% Add +2.0% 1,022 $480K
Sterling Wealth Management, Inc. 0.18% No change 1,020 $479K
EverSource Wealth Advisors, LLC 0.03% Add +2.1% 1,019 $479K
Oliver Luxxe Assets LLC 0.08% Add +1.0% 1,010 $475K
Harbour Investments, Inc. 0.01% Add +5.5% 1,006 $472K
CenterBook Partners LP 0.03% Reduce -76.5% 1,003 $471K
Armstrong, Fleming & Moore, Inc 0.27% No change 1,000 $470K
Van Strum & Towne Inc. 0.16% No change 1,000 $470K
Founders Capital Management, LLC 0.08% Reduce -1.9% 1,000 $470K
Fort Sheridan Advisors LLC 0.07% No change 1,000 $470K
JBF Capital, Inc. 0.07% No change 1,000 $470K
Great Valley Advisor Group, Inc. 0.01% Add +2.5% 999 $470K
Patriot Financial Group Insurance Agency, LLC 0.06% No change 999 $469K
KMG Fiduciary Partners, LLC 0.04% Reduce -6.4% 999 $469K
Johnson Financial Group, Inc. 0.02% Add +3.3% 995 $467K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.8% 995 $467K
Sunflower Bank, N.A. 0.13% Reduce -4.0% 994 $467K
Copley Financial Group, Inc. 0.42% — 993 $467K
MV Capital Management, Inc. 0.05% Add +1.7% 992 $466K
ROI Financial Advisors, LLC 0.32% Add +19.4% 983 $462K
Farther Finance Advisors, LLC 0.02% Add +10.7% 977 $459K
Aljian Capital Management, LLC 0.11% New 976 $458K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 971 $456K
Citadel Advisors 0.00% New 971 $456K
Sherbrooke Park Advisers LLC 0.10% Reduce -39.3% 970 $456K
BLB&B Advisors, LLC 0.02% Add +5.0% 969 $455K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -1.2% 964 $453K
Rothschild Investment LLC 0.03% Reduce -1.1% 963 $452K
Hills Bank & Trust Co 0.03% No change 959 $451K
ERn Financial, LLC 0.07% Add +0.4% 955 $449K
Bailard, Inc. 0.01% Reduce -14.9% 952 $447K
Plimoth Trust Co. LLC 0.11% Reduce -18.9% 945 $444K
Brooklyn Investment Group 0.14% Add +7.5% 933 $438K
CreativeOne Wealth, LLC 0.01% Add +71.5% 926 $435K
Pinnacle Associates Ltd. 0.01% Reduce -17.7% 1,144 $434K
Daymark Wealth Partners, LLC 0.02% No change 920 $432K
Ignite Planners, LLC 0.10% Add +0.4% 920 $432K
Sunbelt Securities, Inc. 0.04% Add +0.1% 918 $431K
Drive Wealth Management, LLC 0.11% Add +0.9% 917 $431K
Canal Capital Management, LLC 0.07% Add +7.8% 916 $430K
First County Bank 0.21% Add +40.1% 915 $430K
Beaton Management Co. Inc. 0.22% No change 910 $428K
Edmond DE Rothschild Holding S.A. 0.01% Add +238.3% 910 $428K
Cambridge Financial Group, LLC 0.18% No change 906 $426K
Journey Strategic Wealth LLC 0.02% Add +6.1% 906 $426K
Ceeto Capital Group, LLC 0.16% No change 901 $423K
Brown Financial Advisors 0.17% Reduce -46.8% 898 $422K
Tradition Wealth Management, LLC 0.04% Reduce -1.8% 897 $421K
Rockland Trust Co. 0.02% No change 887 $417K
Busey Bank 0.01% No change 885 $416K
Geller Advisors LLC 0.03% Add +2.2% 878 $412K
Simplicity Wealth,LLC 0.04% Reduce -75.8% 877 $412K
Park National Corp. 0.01% No change 874 $411K
Colonial Trust Co / SC 0.06% Add +0.1% 876 $411K
Ellevest, Inc. 0.02% Reduce -12.6% 873 $410K
Private Trust Co. NA 0.04% Add +21.0% 870 $409K
Park Place Capital Corp 0.12% Reduce -16.8% 864 $406K
Keel Point, LLC 0.03% Reduce -15.8% 860 $404K
HBK Sorce Advisory LLC 0.01% Reduce -0.9% 858 $403K
Renaissance Group LLC 0.02% Reduce -1.5% 856 $402K
Valmark Advisers, Inc. 0.01% Add +45.8% 856 $402K
LRI Investments, LLC 0.04% Add +10.4% 713 $400K
Modern Wealth Management, LLC 0.02% Add +1.9% 848 $399K
First Bank & Trust 0.08% Reduce -9.4% 848 $398K
Whittier Trust Co. 0.01% No change 847 $398K
Parkside Financial Bank & Trust 0.06% Reduce -2.4% 845 $397K
Aptus Capital Advisors, LLC 0.01% Add +1.7% 844 $397K
Sendero Wealth Management, LLC 0.06% No change 840 $395K
Hengehold Capital Management LLC 0.04% Reduce -4.2% 838 $394K
Central Pacific Bank - Trust Division 0.05% Reduce -56.9% 836 $393K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.4% 831 $390K
Summit Trail Advisors, LLC 0.01% Add +29.7% 825 $387K
Aaron Wealth Advisors LLC 0.05% Add +12.2% 819 $385K
Great Waters Wealth Management 0.05% No change 819 $385K
Lanark Financial, Inc. 0.03% Reduce -2.1% 818 $384K
Cairn Investment Group, Inc. 0.21% No change 814 $382K
Howard Bailey Securities, LLC 0.14% — 811 $381K
Csenge Advisory Group 0.02% Reduce -4.3% 755 $379K
Voya Financial Advisors, Inc. 0.04% Reduce -1.7% 809 $379K
Schulhoff & Co. Inc. 0.16% No change 800 $376K
Catalyst Funds Management Pty Ltd 0.08% Add +300.0% 800 $376K
Alps Advisors Inc. 0.00% New 800 $376K
Capital Analysts, LLC 0.02% Add +33.6% 795 $373K
Leavell Investment Management, Inc. 0.02% No change 793 $373K
Essex Financial Services, Inc. 0.03% Add +0.4% 717 $373K
Emprise Bank 0.21% Reduce -18.3% 792 $372K
Revolve Wealth Partners, LLC 0.06% New 790 $371K
Waldron Private Wealth LLC 0.02% Reduce -3.8% 788 $370K
Pin Oak Investment Advisors Inc. 0.34% No change 788 $370K
Engineers Gate Manager LP 0.01% Reduce -88.3% 786 $369K
Impact Partnership Wealth, LLC 0.08% New 784 $368K
First Nebraska Trust Co 0.04% No change 784 $368K
PDS Planning, Inc 0.03% Add +0.8% 782 $367K
GeoWealth Management, LLC 0.01% Reduce -8.7% 780 $366K
Dakota Wealth Management 0.01% Add +0.1% 777 $365K
Grove Bank & Trust 0.05% Reduce -52.1% 773 $363K
Caldwell Sutter Capital, Inc. 0.17% No change 772 $363K
Catalina Capital Group, LLC 0.12% Add +9.5% 772 $363K
Focus Partners Advisor Solutions, LLC 0.01% Add +1.2% 771 $362K
Petrus Trust Company, LTA 0.04% Reduce -39.1% 767 $360K
Fidelis Capital Partners, LLC 0.04% Add +1.3% 687 $358K
WealthTrust Axiom LLC 0.11% Add +12.3% 758 $356K
Advisors Capital Management, LLC 0.01% Add +36.3% 758 $356K
Peoples Financial Services Corp. 0.16% No change 755 $355K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -0.3% 750 $352K
Douglas Lane & Associates, LLC 0.00% No change 750 $352K
Composition Wealth, LLC 0.01% Add +5.7% 741 $348K
Spire Wealth Management 0.01% Add +0.1% 738 $347K
Equitable Holdings, Inc. 0.00% New 738 $347K
Ledyard National Bank 0.03% Add +3.2% 733 $344K
Brighton Jones LLC 0.01% Reduce -5.7% 727 $342K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -0.6% 724 $340K
Midland Wealth Advisors, LLC 0.02% Add +0.8% 724 $340K
Progressive Investment Management Corp 0.09% No change 720 $338K
MBB Public Markets I LLC 0.03% Reduce -90.4% 720 $338K
First National Trust Co 0.01% Add +17.9% 717 $337K
Kathmere Capital Management, LLC 0.03% No change 712 $335K
Valtinson Bruner Financial Planning LLC 0.12% No change 708 $333K
Carr Financial Group Corp 0.10% No change 705 $331K
Peapack Gladstone Financial Corp. 0.00% No change 702 $330K
Mindset Wealth Management, LLC 0.14% — 698 $328K
Portside Wealth Group, LLC 0.06% Reduce -1.0% 690 $324K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.1% 690 $324K
Founders Financial Securities LLC 0.03% Reduce -4.8% 689 $324K
Whalerock Point Partners, LLC 0.08% No change 687 $323K
Smith, Moore & Co. 0.03% No change 684 $321K
FWG Investments, LLC. 0.27% Add +3.0% 677 $318K
Ameritas Advisory Services, LLC 0.01% Add +8.4% 673 $316K
CX Institutional 0.01% Add +2.5% 670 $315K
Stock Yards Bank & Trust Co. 0.01% No change 669 $314K
Northwest Bancshares, Inc. 0.05% No change 667 $313K
Compound Planning, Inc. 0.02% Add +6.6% 664 $312K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.6% 657 $308K
WBH Advisory Inc. 0.03% Add +1.4% 652 $306K
Chesapeake Wealth Management 0.10% Reduce -7.7% 650 $305K
MTM Investment Management, LLC 0.12% Add +3.0% 626 $305K
Gallacher Capital Management LLC 0.14% Reduce -22.1% 648 $304K
Cape Cod Five Cents Savings Bank 0.03% No change 646 $303K
Edge Capital Group, LLC 0.01% No change 642 $302K
Veery Capital, LLC 0.11% Reduce -0.5% 639 $300K
Howard Capital Management, LLC 0.00% New 638 $300K
SPC Financial, Inc. 0.03% Add +0.8% 633 $297K
SlateStone Wealth, LLC 0.03% Add +17.7% 633 $297K
Royal Fund Management, LLC 0.02% Add +0.3% 631 $297K
Prime Capital Investment Advisors, LLC 0.00% Add +1.9% 631 $296K
Mutual Advisors, LLC 0.01% Reduce -6.8% 587 $296K
American Trust 0.02% Reduce -6.0% 630 $296K
Jump Financial, LLC 0.01% Reduce -88.6% 629 $296K
Prio Wealth Limited Partnership 0.01% No change 626 $294K
All Terrain Financial Advisors, LLC 0.11% No change 623 $293K
Jefferies Financial Group Inc. 0.01% Add +18.3% 620 $291K
River Wealth Advisors LLC 0.04% Reduce -1.4% 620 $291K
Moneco Advisors, LLC 0.04% Add +1.5% 615 $289K
Navellier & Associates Inc. 0.04% No change 615 $289K
Cascade Financial Partners, LLC 0.04% No change 553 $287K
Cidel Asset Management Inc. 0.02% No change 611 $287K
TNF LLC 0.10% No change 567 $286K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -3.4% 604 $284K
Legacies Wealth LLC 0.23% No change 603 $283K
Nicolet Advisory Services, LLC 0.03% Reduce -1.2% 590 $283K
Brooks, Moore & Associates, Inc. 0.17% No change 600 $282K
Harbour Investment Management LLC 0.12% No change 600 $282K
Hamilton Capital, LLC 0.02% Reduce -0.4% 551 $281K
Dark Forest Capital Management LP 0.04% New 598 $281K
SeaCrest Wealth Management, LLC 0.03% Add +1.0% 597 $280K
Driehaus Capital Management LLC 0.00% Reduce -0.3% 595 $280K
Wealthstream Advisors, Inc. 0.05% Add +2.6% 594 $279K
Narus Financial Partners, LLC 0.10% Add +23.8% 593 $279K
Parcion Private Wealth LLC 0.02% No change 593 $279K
NDVR, Inc. 0.28% Add +4.2% 592 $277K
Trust Point Inc. 0.02% Add +5.4% 589 $277K
Washington Capital Management, Inc. 0.21% No change 586 $275K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 586 $275K
PFG Private Wealth Management, LLC 0.16% Reduce -1.9% 584 $274K
Washington Trust Advisors, Inc. 0.02% Reduce -3.5% 584 $274K
Wolverine Trading, LLC 0.01% New 582 $273K
Gitterman Wealth Management, LLC 0.11% New 579 $272K
Syntegra Private Wealth Group, LLC 0.03% Reduce -0.9% 579 $272K
Aua Capital Management, LLC 0.16% Reduce -4.5% 577 $271K
Kelly Financial Services LLC 0.10% Add +25.6% 574 $270K
Cornerstone Wealth Group, LLC 0.02% Add +2.7% 574 $270K
Banque Cantonale Vaudoise 0.01% Reduce -27.0% 573 $269K
Five Oceans Advisors 0.13% No change 571 $268K
Argus Investors' Counsel, Inc. 0.17% Add +6.6% 568 $267K
Westmount Partners, LLC 0.08% No change 568 $267K
Delta Investment Management, LLC 0.05% Add +11.2% 567 $266K
Shelton Capital Management 0.01% Reduce -5.5% 565 $265K
Philadelphia Trust Co. 0.02% Add +2.5% 564 $265K
Institute for Wealth Management, LLC. 0.03% No change 564 $265K
Childress Capital Advisors, LLC 0.07% No change 563 $265K
Concourse Financial Group Securities, Inc. 0.02% Add +9.3% 563 $265K
Apella Capital, LLC 0.01% Add +1.3% 550 $264K
HTLF Bank 0.03% Reduce -0.4% 561 $264K
Princeton Global Asset Management LLC 0.05% No change 560 $263K
Diversify Advisory Services, LLC 0.01% No change 506 $263K
Marcum Wealth, LLC 0.02% Reduce -1.1% 559 $263K
Wilkins Investment Counsel Inc. 0.04% Reduce -30.4% 550 $258K
Deseret Mutual Benefit Administrators 0.13% Add +25.1% 549 $258K
Concorde Asset Management, LLC 0.15% Reduce -15.6% 548 $257K
Hobbs Group Advisors, LLC 0.09% No change 548 $257K
Garrison Asset Management, LLC 0.13% No change 546 $257K
Clifford Swan Investment Counsel LLC 0.01% No change 546 $257K
Heritage Investment Group, Inc. 0.05% No change 543 $255K
Cornerstone Planning Group LLC 0.07% Add +0.6% 494 $255K
Walker Asset Management, LLC 0.16% Add +0.2% 540 $254K
Birchcreek Wealth Management, LLC 0.17% Reduce -18.1% 538 $253K
Rehmann Capital Advisory Group 0.02% Reduce -4.8% 535 $252K
Adero Partners, LLC 0.02% Add +9.0% 534 $251K
Perennial Investment Advisors, LLC 0.03% Reduce -16.9% 531 $250K
Tufton Capital Management 0.05% No change 530 $249K
Hemington Wealth Management 0.07% New 486 $248K
Bryn Mawr Trust Advisors, LLC 0.01% Add +1.7% 526 $247K
Optimist Retirement Group LLC 0.11% Add +1.8% 524 $246K
Somerset Trust Co 0.09% Add +1.6% 523 $246K
Cherry Tree Wealth Management, LLC 0.06% No change 521 $245K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -27.9% 521 $245K
Accurate Wealth Management, LLC 0.05% Reduce -1.3% 475 $243K
Avantax Planning Partners, Inc. 0.01% Reduce -0.6% 516 $242K
KCM Investment Advisors LLC 0.01% No change 514 $241K
Baker Tilly Wealth Management, LLC 0.11% Reduce -38.1% 513 $241K
Financial Insights, Inc. 0.08% Reduce -47.3% 509 $239K
Interchange Capital Partners, LLC 0.08% Reduce -3.3% 503 $239K
Cerro Pacific Wealth Advisors LLC 0.09% No change 557 $238K
Gilman Hill Asset Management, LLC 0.04% No change 505 $237K
Moody National Bank Trust Division 0.03% No change 505 $237K
OneAscent Wealth Management LLC 0.09% Reduce -1.2% 505 $237K
Intrua Financial, LLC 0.04% Reduce -12.7% 504 $237K
Avior Wealth Management, LLC 0.01% Add +0.8% 503 $237K
Oldfather Financial Services, LLC 0.09% Add +0.6% 503 $236K
Nwam LLC 0.01% Reduce -4.0% 502 $236K
Marshall Wace, LLP 0.00% Reduce -99.7% 500 $235K
Resonant Capital Advisors, LLC 0.02% Reduce -23.1% 499 $234K
Abel Hall, LLC 0.15% Reduce -2.8% 496 $233K
Annex Advisory Services, LLC 0.01% No change 494 $232K
Clark Capital Management Group, Inc. 0.00% Add +3.1% 491 $231K
YHB Investment Advisors, Inc. 0.02% No change 488 $229K
Rebalance, LLC 0.02% Reduce -25.7% 485 $228K
Caisse de depot et placement du Quebec 0.00% No change 485 $228K
Brookstone Capital Management 0.00% New 482 $226K
Platform Technology Partners 0.07% No change 482 $226K
Fox Run Management, L.L.C. 0.05% Reduce -62.4% 481 $226K
Alpine Woods Capital Investors, LLC 0.04% New 400 $226K
GenTrust, LLC 0.01% New 480 $226K
Joel Isaacson & Co., LLC 0.01% No change 480 $226K
Confluence Investment Management LLC 0.00% No change 480 $226K
ORG Partners LLC 0.04% No change 480 $226K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.2% 477 $224K
Dechtman Wealth Management, LLC 0.05% Add +0.4% 477 $224K
Penserra Capital Management LLC 0.00% Add +1.1% 478 $224K
Private Client Services, LLC 0.12% Reduce -4.4% 476 $224K
Empower Advisory Group, LLC 0.00% New 474 $223K
Tiemann Investment Advisors, LLC 0.10% No change 471 $221K
Alpha Family Trust 0.12% No change 470 $221K
TCI Wealth Advisors, Inc. 0.02% New 469 $220K
Horan Securities, Inc. 0.09% No change 469 $220K
Tortoise Investment Management, LLC 0.02% Add +4.7% 468 $220K
Simon Quick Advisors, LLC 0.01% New 467 $219K
Chicago Partners Investment Group LLC 0.01% New 421 $219K
Proficio Capital Partners LLC 0.02% Reduce -30.2% 466 $219K
Legacy Financial Advisors, Inc. 0.04% New 464 $218K
Regimen Wealth, LLC 0.07% New 459 $216K
Bordeaux Wealth Advisors LLC 0.04% New 455 $214K
Walleye Trading LLC 0.01% Reduce -83.4% 455 $214K
Family Firm, Inc. 0.05% Add +18.5% 454 $214K
Boyd Watterson Asset Management LLC 0.06% Reduce -0.7% 454 $213K
AlTi Global, Inc. 0.01% New 453 $213K
Passumpsic Savings Bank 0.14% New 450 $211K
West Oak Capital, LLC 0.10% Reduce -11.8% 450 $211K
Bar Harbor Wealth Management 0.01% New 449 $211K
Abacus Planning Group, Inc. 0.04% New 448 $210K
Sigma Planning Corp 0.01% Reduce -6.7% 448 $210K
Sentry Investment Management LLC 0.09% No change 447 $210K
Beck Mack & Oliver LLC 0.00% New 445 $209K
Revisor Wealth Management LLC 0.13% New 444 $209K
Moors & Cabot, Inc. 0.01% New 442 $208K
Marathon Capital Management 0.05% New 440 $207K
Weaver Consulting Group 0.07% New 439 $206K
Foundations Investment Advisors, LLC 0.00% New 439 $206K
Cynosure Group, LLC 0.03% New 438 $206K
Evoke Wealth, LLC 0.01% New 438 $206K
OneAscent Financial Services LLC 0.15% Reduce -27.4% 437 $205K
Morningstar Investment Services LLC 0.00% New 437 $205K
Scotia Capital Inc. 0.00% New 436 $205K
FinTrust Capital Advisors, LLC 0.03% Add +28.4% 434 $204K
Hamilton Capital Partners Inc. 0.02% No change 433 $203K
Hanson & Doremus Investment Management 0.03% No change 433 $203K
Aureus Asset Management, LLC 0.01% Reduce -8.1% 432 $203K
Wealthcare Advisory Partners LLC 0.01% Reduce -13.4% 432 $203K
Independent Family Office, LLC 0.10% New 428 $201K
Paragon Private Wealth Management, LLC 0.10% New 428 $201K
Orrstown Financial Services Inc. 0.06% New 428 $201K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 421 $198K
Macroview Investment Management LLC 0.19% No change 420 $197K
Eagle Bay Advisors LLC 0.08% Reduce -1.9% 419 $197K
State of Wyoming 0.03% Add +10.0% 417 $196K
CVA Family Office, LLC 0.03% Add +0.7% 408 $192K
Riverview Trust Co 0.16% Add +0.5% 392 $184K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -59.6% 386 $181K
Acropolis Investment Management, LLC 0.01% No change 384 $180K
Harbor Investment Advisory, LLC 0.02% Reduce -0.3% 375 $176K
Creative Financial Designs Inc. 0.01% No change 362 $170K
Webster Bank, N. A. 0.02% No change 359 $169K
Geneos Wealth Management Inc. 0.01% Add +264.9% 354 $166K
United Community Bank 0.06% Reduce -14.4% 346 $163K
Ostrum Asset Management 0.01% Add +0.9% 323 $152K
CoreFirst Bank & Trust 0.09% New 317 $149K
North Star Investment Management Corp. 0.01% No change 307 $144K
Paladin Wealth, LLC 0.13% — 306 $144K
SYSTM Wealth Solutions LLC 4.35% — 305 $143K
Field & Main Bank 0.05% Add +10.9% 305 $143K
Alta Advisers Ltd 0.06% No change 300 $141K
First Personal Financial Services 0.03% No change 300 $141K
NBT Bank, N.A. 0.01% New 290 $136K
Westpac Banking Corp. 0.01% No change 290 $136K
Kozak & Associates, Inc. 0.03% No change 261 $135K
Centaurus Financial, Inc. 0.01% No change 280 $132K
Kimelman & Baird, LLC 0.01% No change 280 $132K
Cromwell Holdings LLC 0.08% No change 273 $128K
Anchor Investment Management, LLC 0.01% Add +3275.0% 270 $127K
Armstrong Advisory Group, Inc. 0.01% Add +16.7% 265 $125K
Raleigh Capital Management Inc. 0.05% Reduce -3.3% 265 $124K
Breakwater Investment Management 0.05% No change 261 $123K
McIlrath & Eck, LLC 0.02% No change 261 $123K
Icon Wealth Advisors, LLC 0.01% No change 261 $123K
Allianz SE 0.00% No change 260 $122K
Heritage Wealth Advisors 0.01% Add +5.8% 254 $119K
Coston, McIsaac & Partners 0.03% No change 252 $118K
Old Second National Bank of Aurora 0.03% No change 245 $115K
GW&K Investment Management, LLC 0.00% Add +1.8% 233 $109K
Exchange Traded Concepts, LLC 0.00% New 229 $108K
Ashton Thomas Securities, LLC 0.02% New 228 $107K
1620 Investment Advisors, Inc. 0.08% Reduce -54.2% 220 $103K
Hexagon Capital Partners LLC 0.02% Reduce -14.5% 212 $100K
Pinnacle Bancorp, Inc. 0.03% No change 211 $99K
International Assets Investment Management, LLC 0.01% New 207 $97K
Motco 0.01% No change 205 $96K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 198 $93K
Venturi Wealth Management, LLC 0.00% Reduce -3.5% 194 $91K
Oarsman Capital, Inc. 0.02% New 194 $91K
Security National Bank 0.01% No change 191 $90K
Montag A & Associates Inc. 0.00% No change 186 $87K
Point72 Asset Management 0.00% New 185 $87K
Laurel Wealth Advisors LLC 0.01% No change 176 $83K
Asset Dedication, LLC 0.01% Add +74.3% 176 $83K
Tobam 0.01% Add +34.1% 173 $81K
Global Financial Private Client, LLC 0.03% Add +26.3% 168 $79K
Resources Management Corp. /CT/ 0.01% No change 165 $78K
Fortitude Family Office, LLC 0.03% Add +8.9% 159 $75K
Morton Brown Family Wealth, LLC 0.03% No change 159 $75K
Tompkins Financial Corp. 0.01% No change 159 $75K
Alpine Bank Wealth Management 0.01% — 156 $73K
West Branch Capital LLC 0.02% No change 153 $72K
Silvant Capital Management LLC 0.00% No change 152 $71K
WASHINGTON TRUST Co 0.00% No change 150 $70K
Evermay Wealth Management LLC 0.01% No change 148 $70K
Mizuho Bank, Ltd. 0.01% No change 140 $66K
First Financial Corp. 0.03% No change 138 $65K
Trifecta Capital Advisors, LLC 0.01% Add +31.4% 138 $65K
Iron Horse Wealth Management, LLC 0.02% Add +0.7% 138 $65K
Financial Perspectives, Inc 0.02% No change 137 $65K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 135 $63K
Byrne Asset Management LLC 0.04% Reduce -5.1% 131 $62K
CoreCap Advisors, LLC 0.00% Add +21.3% 131 $62K
Jamison Private Wealth Management, Inc. 0.01% No change 131 $61K
Westend Capital Management, LLC 0.02% No change 129 $61K
JFS Wealth Advisors, LLC 0.00% Reduce -1.6% 127 $60K
West Paces Advisors Inc. 0.01% Reduce -11.3% 126 $59K
Catalyst Capital Advisors LLC 0.00% Reduce -64.0% 126 $59K
Battery Global Advisors, LLC 0.03% New 119 $56K
WR Wealth Planners, LLC 0.02% Add +202.6% 118 $55K
Zions Bancorporation, N.A. 0.00% Reduce -13.6% 114 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 110 $52K
Clean Yield Group 0.02% Add +10.0% 110 $52K
Covestor Ltd 0.03% Reduce -3.5% 109 $51K
American National Bank & Trust 0.01% No change 106 $50K
Lowe Wealth Advisors, LLC 0.02% No change 100 $47K
Delta Asset Management LLC 0.00% No change 100 $47K
Peterson Financial Group, Inc. 0.18% New 97 $45K
Claris Advisors, LLC / Mo / 0.02% New 93 $44K
Bell Investment Advisors, Inc 0.01% Reduce -2.1% 91 $43K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -77.8% 90 $42K
Financial Freedom, LLC 0.02% No change 88 $41K
Abound Wealth Management 0.01% No change 83 $39K
Bangor Savings Bank 0.00% Add +26.6% 81 $38K
Twin Lakes Capital Management, LLC 0.02% No change 80 $38K
Adirondack Trust Co. 0.01% No change 79 $37K
Ascentis Independent Advisors 0.01% New 75 $35K
Annapolis Financial Services, LLC 0.01% No change 72 $34K
Piscataqua Savings Bank 0.03% No change 70 $33K
Country Trust Bank 0.00% Add +213.6% 69 $32K
Roble, Belko & Company, Inc 0.01% No change 69 $32K
WFA of San Diego, LLC 0.03% No change 68 $32K
Clearstead Trust, LLC 0.01% Add +25.9% 68 $32K
Bank & Trust Co 0.03% No change 67 $31K
AdvisorNet Financial, Inc 0.00% Reduce -2.9% 67 $31K
Oakworth Capital, Inc. 0.00% New 67 $31K
Mascoma Wealth Management LLC 0.01% No change 66 $31K
Redmont Wealth Advisors LLC 0.05% No change 65 $31K
Wintrust Investments LLC 0.02% New 65 $30K
Key Financial Inc 0.01% No change 61 $29K
Accordant Advisory Group Inc 0.03% No change 60 $28K
Birchbrook, Inc. 0.02% No change 60 $28K
Westside Investment Management, Inc. 0.01% No change 58 $27K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.7% 58 $27K
Creative Capital Management Investments LLC 0.01% No change 56 $26K
Mechanics Financial Corp 0.01% No change 55 $26K
Financial Management Professionals, Inc. 0.00% Reduce -56.0% 51 $24K
Wolff Wiese Magana LLC 0.02% Add +2400.0% 50 $23K
PFS Partners, LLC 0.01% No change 50 $23K
Arax Advisory Partners 0.00% No change 50 $23K
Valued Wealth Advisors LLC 0.01% Reduce -7.5% 49 $23K
Hantz Financial Services, Inc. 0.00% Reduce -29.4% 48 $23K
Founders Capital Management 0.01% No change 48 $23K
MCF Advisors LLC 0.00% Add +53.3% 46 $22K
Solstein Capital, LLC 0.01% No change 46 $22K
Toth Financial Advisory Corp. 0.00% Reduce -18.2% 45 $21K
Versant Capital Management, Inc 0.00% Reduce -20.8% 42 $20K
REAP Financial Group, LLC 0.00% No change 40 $19K
Financial Network Wealth Advisors LLC 0.02% Reduce -2.4% 40 $19K
Cassady Schiller Wealth Management, LLC 0.01% No change 40 $19K
FWL Investment Management, LLC 0.01% New 38 $18K
Rise Advisors, LLC 0.01% No change 37 $18K
Rogco, LP 0.01% No change 37 $17K
New Age Alpha Advisors, LLC 0.01% New 36 $17K
Raffa Wealth Management, LLC 0.00% No change 36 $17K
Quarry LP 0.01% Reduce -95.2% 35 $16K
Continuum Advisory, LLC 0.00% No change 29 $16K
Meeder Asset Management Inc. 0.00% Reduce -99.9% 34 $16K
Duncker Streett & Co. Inc. 0.00% New 33 $16K
Strategic Investment Solutions, Inc. 0.00% Add +6.5% 33 $15K
New Millennium Group LLC 0.01% Reduce -99.0% 32 $15K
Prestige Wealth Management Group LLC 0.00% No change 32 $15K
Harvest Fund Management Co., Ltd 0.00% No change 31 $15K
FSA Wealth Management LLC 0.01% — 30 $14K
Main Street Group, LTD 0.01% Reduce -6.7% 28 $13K
JNBA Financial Advisors 0.00% No change 26 $12K
Salomon & Ludwin, LLC 0.00% No change 26 $12K
NFSG Corp 0.00% No change 25 $12K
Bruce G. Allen Investments, LLC 0.01% No change 25 $12K
Earned Wealth Advisors, LLC 0.00% New 25 $12K
Itau Unibanco Holding S.A. 0.00% New 25 $12K
Northwest Financial Advisors 0.01% New 24 $11K
Operose Advisors LLC 0.00% New 24 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 22 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 21 $10K
Flaharty Asset Management, LLC 0.00% New 21 $10K
Beacon Capital Management, LLC 0.00% New 21 $10K
SJS Investment Consulting Inc. 0.00% No change 20 $9K
Cedar Wealth Management, LLC 0.00% No change 20 $9K
Coppell Advisory Solutions LLC 0.00% No change 20 $9K
Naples Money Management LLC 0.01% No change 19 $9K
Glen Eagle Advisors, LLC 0.00% No change 18 $8K
Plante Moran Financial Advisors, LLC 0.00% Reduce -30.8% 18 $8K
Capital Advisors, Ltd. LLC 0.00% No change 18 $8K
Frazier Financial Advisors, LLC 0.01% Add +54.5% 17 $8K
Sittner & Nelson, LLC 0.00% No change 17 $8K
City State Bank 0.00% No change 17 $8K
Dunhill Financial, LLC 0.00% No change 16 $8K
Sachetta, LLC 0.00% Reduce -46.7% 16 $8K
Winch Advisory Services, LLC 0.00% Reduce -38.5% 16 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -11.1% 16 $7K
Avion Wealth 0.00% No change 15 $7K
Silicon Valley Capital Partners 0.00% No change 15 $7K
SouthState Bank Corp 0.00% No change 14 $7K
Center for Financial Planning, Inc. 0.00% No change 13 $6K
Fairman Group, LLC 0.01% No change 12 $6K
Addison Advisors LLC 0.00% No change 12 $6K
Atlas Capital Advisors Inc. 0.00% No change 12 $6K
Caitlin John, LLC 0.00% No change 9 $5K
TFC Financial Management, Inc. 0.00% No change 11 $5K
Godsey & Gibb, Inc. 0.00% No change 11 $5K
Highline Wealth Partners LLC 0.00% Add +42.9% 10 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 10 $5K
TD Capital Management LLC 0.00% Add +200.0% 9 $4K
Granite FO LLC 0.00% New 9 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $4K
Sanctuary Wealth Management, L.L.C. 0.00% No change 8 $4K
Darwin Wealth Management, LLC 0.00% New 8 $4K
ClariVest Asset Management LLC 0.00% No change 8 $3K
Abich Financial Wealth Management LLC 0.01% New 7 $3K
Strengthening Families & Communities, LLC 0.00% No change 7 $3K
Union Savings Bank 0.00% New 7 $3K
Tucker Asset Management LLC 0.00% No change 6 $3K
Jaffetilchin Investment Partners, LLC 0.00% New 6 $3K
Aspect Partners, LLC 0.00% No change 5 $2K
Cape Investment Advisory, Inc. 0.00% No change 4 $2K
Talon Private Wealth, LLC 0.00% — 4 $2K
Signature Resources Capital Management, LLC 0.00% No change 3 $1K
Rosenberg Matthew Hamilton 0.00% No change 3 $1K
IAG Wealth Partners, LLC 0.00% Reduce -62.5% 3 $1K
Hoey Investments, Inc. 0.00% No change 3 $1K
PEAK6 Investments LLC 0.00% Reduce -33.3% 2 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 2 $940
Ruedi Wealth Management, Inc. 0.00% Reduce -60.0% 2 $940
Nvwm, LLC 0.00% Reduce -33.3% 2 $940
Core Alternative Capital 0.00% No change 2 $940
WestEnd Advisors, LLC 0.00% No change 2 $940
JDM Financial Group LLC 0.00% New 1 $470
Private Wealth Management Group, LLC 0.00% New 1 $470
Chesapeake Asset Management LLC 0.00% New 1 $469
NewSquare Capital LLC 0.00% No change 1 $280
Y.D. More Investments Ltd 0.00% Add +3.8% 55 $70

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