Ameriprise FinancialAMP

13F holders, Q4 2024 (December 31)
1,392holders +126
113new positions
57sold out
9famous investors
$532.18avg. 13F price*

At the end of Q4 2024, 1,392 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, up 126 from Q3 2024. 113 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($6.6B), BlackRock, Inc. ($4.9B) and JPMorgan Chase & Co. ($2.6B). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions113$120.5M
Exits57$199.7M

All 13F filers, Q3 2024 → Q4 2024: 3,790,863 shares bought and 3,886,806 shares sold, net −95,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,392 holders

Vanguard Group Inc. 0.11% Reduce -1.2% 12,364,363 $6.6B
BlackRock, Inc. 0.10% Add +5.9% 9,120,946 $4.9B
JPMorgan Chase & Co. 0.20% Add +12.1% 4,801,913 $2.6B
State Street Corp. 0.09% Add +0.7% 4,480,242 $2.4B
Aristotle Capital Management, LLC 3.33% Reduce -2.2% 3,246,313 $1.7B
Geode Capital Management, LLC 0.11% Add +1.5% 2,647,627 $1.4B
Morgan Stanley 0.08% Add +0.1% 2,252,065 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +1.7% 1,447,863 $770.9M
UBS Group AG 0.17% Add +8.3% 1,447,367 $770.6M
Boston Partners 0.88% Reduce -3.8% 1,364,184 $726.4M
Norges Bank 0.09% Reduce -13.7% 1,294,578 $689.3M
Northern Trust Corp. 0.10% Add +19.8% 1,268,419 $675.3M
Dimensional Fund Advisors LP 0.15% Reduce -1.6% 1,160,849 $618.1M
Nuveen Asset Management, LLC 0.17% Reduce -15.8% 1,136,220 $605.0M
FMR LLC 0.03% Reduce -4.5% 986,017 $525.0M
Goldman Sachs Group Inc. 0.10% Reduce -4.9% 938,072 $499.5M
Bank of New York Mellon Corp 0.09% Reduce -2.8% 921,865 $490.8M
Invesco Ltd. 0.09% Reduce -7.0% 877,960 $467.5M
Deutsche Bank AG 0.18% Reduce -13.6% 866,670 $461.4M
Lyrical Asset Management LP 6.35% Reduce -2.5% 806,328 $429.3M
Royal Bank of Canada 0.08% Reduce -11.7% 725,196 $386.1M
Bank of America Corp. 0.04% Reduce -13.6% 715,888 $381.2M
Envestnet Asset Management Inc. 0.11% Reduce -5.8% 658,442 $350.6M
Amundi 0.12% Add +48.0% 642,226 $343.5M
TD Asset Management Inc 0.29% Reduce -8.8% 616,938 $328.5M
Charles Schwab Investment Management Inc. 0.06% Add +0.8% 602,317 $320.7M
LSV Asset Management 0.72% Reduce -29.3% 588,286 $313.2M
Legal & General Group Plc 0.08% Reduce -6.1% 568,072 $302.5M
Federated Hermes, Inc. 0.60% Add +5.7% 517,669 $275.6M
Epoch Investment Partners, Inc. 1.25% Add +3.3% 484,182 $257.8M
Beutel, Goodman & Co Ltd. 1.39% Reduce -0.2% 481,291 $256.3M
First Trust Advisors LP 0.21% Add +0.6% 456,542 $243.1M
Robeco Institutional Asset Management B.V. 0.42% Add +429.0% 417,149 $222.1M
Thrivent Financial for Lutherans 0.43% Reduce -10.3% 412,815 $219.9M
Agf Management Ltd. 1.03% Reduce -24.2% 385,685 $205.4M
HSBC Holdings PLC 0.12% Add +23.4% 372,805 $198.4M
PNC Financial Services Group, Inc. 0.13% Reduce -5.7% 370,095 $197.0M
Maj Invest Holding A/S 6.16% Add +67.5% 352,095 $187.5M
Silvercrest Asset Management Group LLC 1.24% Add +2.7% 349,450 $186.1M
CIBC Private Wealth Group LLC 0.33% Reduce -1.2% 337,965 $180.8M
TrinityBridge Ltd 4.92% No change 327,729 $174.6M
T. Rowe Price Associates Inc. 0.02% Reduce -7.5% 321,277 $171.1M
Principal Financial Group Inc. 0.08% Reduce -5.3% 292,386 $155.7M
Bank of Montreal 0.08% Reduce -10.0% 287,754 $153.2M
Lord, Abbett & Co. LLC 0.51% Reduce -23.2% 287,750 $153.2M
Brown Advisory Inc. 0.19% Reduce -1.4% 276,268 $147.1M
AustralianSuper Pty Ltd 0.64% Add +41.1% 256,309 $136.5M
Axiom Investors LLC 1.00% Add +11.8% 256,120 $136.4M
Franklin Resources Inc. 0.04% Add +1.5% 252,213 $134.3M
Swedbank AB 0.16% Reduce -0.5% 247,354 $131.7M
Sterling Capital Management LLC 1.80% Reduce -25.4% 245,792 $130.9M
Sei Investments Co. 0.17% Add +3.4% 245,167 $130.5M
AQR Capital Management 0.17% Add +56.1% 241,242 $128.4M
Massachusetts Financial Services Co. 0.04% Add +3.0% 234,321 $124.8M
National Pension Service 0.11% Add +47.7% 225,410 $120.0M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.1% 221,911 $118.2M
Assenagon Asset Management S.A. 0.21% Add +816.7% 219,180 $116.7M
Barclays PLC 0.06% Reduce -23.0% 217,817 $116.0M
American Century Companies Inc. 0.07% Add +0.7% 212,277 $113.0M
Rhumbline Advisers 0.10% Reduce -3.1% 210,884 $112.3M
Manufacturers Life Insurance Company, The 0.10% Reduce -13.4% 210,747 $112.2M
Raymond James Financial Inc. 0.04% — 204,008 $108.6M
Canada Pension Plan Investment Board 0.10% Reduce -1.9% 202,402 $107.8M
Victory Capital Management Inc. 0.11% Reduce -18.9% 201,365 $107.2M
BNP Paribas Financial Markets 0.08% Reduce -15.4% 189,553 $100.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% — 188,077 $100.1M
Welch & Forbes LLC 1.23% Reduce -1.6% 179,999 $95.8M
California Public Employees Retirement System 0.06% Reduce -7.1% 176,069 $93.7M
Captrust Financial Advisors 0.24% Add +4.5% 159,205 $84.8M
Truist Financial Corp. 0.13% Reduce -11.2% 159,111 $84.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +7.8% 155,093 $83.1M
Wells Fargo & Company 0.02% Reduce -7.9% 146,560 $78.0M
AXA S.A. 0.24% Reduce -4.3% 145,865 $77.7M
California State Teachers Retirement System 0.09% Reduce -6.1% 141,678 $75.4M
Alliancebernstein L.P. 0.02% Reduce -6.7% 136,766 $72.8M
KBC Group NV 0.20% Add +19.6% 135,327 $72.1M
TCW Group Inc. 0.58% Reduce -3.4% 130,842 $69.7M
Qube Research & Technologies Ltd 0.11% Add +1.7% 129,929 $69.2M
Russell Investments Group, Ltd. 0.09% Reduce -5.6% 127,031 $67.6M
Natixis Advisors, LLC 0.12% Reduce -1.4% 124,628 $66.4M
Financial Counselors Inc. 0.95% Reduce -1.5% 122,400 $65.2M
Worldquant Millennium Advisors LLC 0.39% Reduce -9.2% 113,907 $60.6M
Employees Retirement System of Texas 0.58% No change 108,400 $57.7M
Voya Investment Management LLC 0.07% Reduce -9.3% 106,757 $56.8M
Candriam S.C.A. 0.33% Add +17.3% 105,911 $56.4M
CANADA LIFE ASSURANCE Co 0.09% Reduce -8.7% 102,974 $54.8M
Todd Asset Management LLC 1.29% Add +1.6% 100,786 $53.7M
State Board of Administration of Florida Retirement System 0.10% Add +1.4% 96,924 $51.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +70.5% 96,856 $51.6M
Applied Finance Capital Management, LLC 2.23% Add +0.3% 96,348 $51.3M
US Bancorp \de 0.07% Add +0.8% 95,582 $50.9M
New York State Teachers Retirement System 0.11% Reduce -3.6% 95,417 $50.8M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +156.8% 95,000 $50.6M
BI Asset Management Fondsmaeglerselskab A/S 0.53% Add +30.4% 93,954 $50.0M
Aberdeen Group plc 0.09% Add +0.6% 91,736 $48.8M
Adage Capital Partners Gp, L.L.C. 0.08% Add +14.5% 88,818 $47.3M
MML Investors Services, LLC 0.16% Reduce -2.3% 86,968 $46.3M
Voloridge Investment Management, LLC 0.16% Reduce -32.0% 86,477 $46.0M
Korea Investment CORP 0.11% Reduce -14.1% 85,161 $45.3M
Nissay Asset Management Corp. /Japan 0.27% Add +61.5% 83,490 $44.7M
Credit Agricole S A 0.15% Add +29.0% 83,008 $44.2M
Citigroup Inc. 0.04% Reduce -18.0% 81,968 $43.6M
Teachers Retirement System of the State of Kentucky 0.38% Reduce -7.6% 81,422 $43.4M
Moran Wealth Management, LLC 1.38% Add +4.5% 81,417 $43.3M
Danske Bank A/S 0.13% Reduce -23.6% 80,566 $42.9M
Atwood & Palmer Inc. 2.90% Reduce -0.2% 79,342 $42.2M
Stifel Financial Corp. 0.04% Reduce -5.2% 78,100 $41.6M
Schroder Investment Management Group 0.04% Add +1.2% 78,263 $41.5M
Rockefeller Capital Management L.P. 0.10% Add +14.9% 74,654 $39.7M
MassMutual Private Wealth & Trust, FSB 1.10% Reduce -0.4% 73,786 $39.3M
Zacks Investment Management 0.36% Reduce -7.9% 72,239 $38.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +99.8% 72,187 $38.4M
LPL Financial LLC 0.02% Add +33.2% 71,685 $38.2M
Wedge Capital Management L L P 0.67% Reduce -18.7% 70,382 $37.5M
Millennium Management 0.03% Reduce -57.1% 70,132 $37.3M
Smith Group Asset Management, LLC 2.74% Add +0.5% 69,945 $37.2M
Capital World Investors 0.01% Reduce -0.2% 68,035 $36.2M
Conning Inc. 1.29% Reduce -21.1% 66,021 $35.2M
J. Safra Sarasin Holding AG 0.60% Reduce -2.2% 65,913 $35.1M
Lansforsakringar Fondforvaltning AB (publ) 0.13% — 65,870 $35.1M
Prudential Financial Inc. 0.05% Reduce -24.6% 65,724 $35.0M
Pictet Asset Management Holding SA 0.04% Add +13.0% 65,461 $34.9M
Treasurer of the State of North Carolina 0.13% Reduce -0.4% 64,671 $34.4M
Aware Super Pty Ltd as trustee of Aware Super 0.54% — 64,150 $34.2M
Cerity Partners LLC 0.07% Reduce -22.5% 69,077 $33.3M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -17.4% 60,450 $32.2M
State of Wisconsin Investment Board 0.08% Add +0.1% 60,148 $32.0M
Ferguson Wellman Capital Management, Inc. 0.61% Reduce -1.8% 59,946 $31.9M
National Bank of Canada 0.04% Reduce -43.5% 59,817 $31.8M
Aviva PLC 0.08% Reduce -32.3% 59,230 $31.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -17.5% 58,058 $30.8M
DekaBank Deutsche Girozentrale 0.06% No change 58,558 $30.7M
Tudor Investment Corporation 0.32% Add +42.9% 57,146 $30.4M
Keybank National Association 0.12% Reduce -1.9% 57,078 $30.4M
Public Sector Pension Investment Board 0.13% Add +230.5% 56,631 $30.2M
Alley Investment Management Company, LLC 3.80% Add +0.9% 56,388 $30.0M
Jane Street Group, LLC 0.05% Add +206.4% 56,136 $29.9M
Bridgewater Associates 0.14% Add +10.9% 56,005 $29.8M
Aristotle Atlantic Partners, LLC 0.94% Reduce -6.0% 55,958 $29.8M
Toronto Dominion Bank 0.06% Add +51.9% 55,778 $29.7M
New York State Common Retirement Fund 0.04% Reduce -5.2% 55,256 $29.4M
Brandywine Global Investment Management, LLC 0.21% Reduce -7.4% 54,490 $29.0M
Storebrand Asset Management As 0.09% Add +4.6% 53,338 $28.4M
Nisa Investment Advisors, LLC 0.11% Add +4.4% 52,522 $28.0M
APG Asset Management N.V. 0.08% New 53,400 $27.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -3.3% 51,148 $27.2M
NorthCoast Asset Management LLC 0.13% Reduce -12.5% 51,605 $26.9M
Calamos Advisors LLC 0.18% No change 49,131 $26.2M
PhiloSmith Capital Corp 7.37% Reduce -12.3% 48,850 $26.0M
Associated Banc-Corp 0.78% Reduce -2.9% 48,469 $25.8M
Argent Capital Management LLC 0.73% Reduce -1.9% 48,442 $25.8M
Allianz Asset Management GmbH 0.04% Reduce -33.9% 46,228 $24.6M
State of Tennessee, Department of Treasury 0.09% Reduce -4.0% 46,056 $24.5M
Commonwealth Equity Services, LLC 0.04% Add +5.9% 45,879 $24.4M
HighTower Advisors, LLC 0.03% Add +3.3% 44,906 $23.9M
Foundry Partners, LLC 1.19% Reduce -0.8% 44,408 $23.6M
Royal London Asset Management Ltd. 0.06% Add +6.2% 43,781 $23.3M
Man Group plc 0.07% Add +32.5% 43,724 $23.3M
M&T Bank Corp 0.08% Reduce -5.0% 43,360 $23.1M
Comerica Bank 0.09% Reduce -4.4% 42,879 $22.8M
State of Alaska, Department of Revenue 0.25% Reduce -19.7% 42,029 $22.4M
Basswood Capital Management, L.L.C. 1.30% No change 41,930 $22.3M
Susquehanna International Group, LLP 0.03% Add +86.2% 41,601 $22.1M
Nomura Asset Management Co. Ltd. 0.07% Reduce -4.5% 40,564 $21.6M
Asset Management One Co., Ltd. 0.07% Reduce -0.0% 40,046 $21.5M
Los Angeles Capital Management LLC 0.09% Add +24.2% 40,055 $21.3M
Mn Services Vermogensbeheer B.V. 0.14% Add +2.3% 39,754 $21.2M
Public Employees Retirement System of Ohio 0.07% Reduce -7.8% 39,741 $21.2M
Neuberger Berman Group LLC 0.02% Reduce -23.3% 39,468 $21.0M
Erste Asset Management GmbH 0.25% Reduce -21.8% 38,158 $20.5M
Cohen Klingenstein LLC 0.69% Reduce -2.3% 37,723 $20.1M
Copeland Capital Management, LLC 0.37% Reduce -13.2% 37,255 $19.8M
Greatmark Investment Partners, Inc. 2.70% Reduce -2.8% 37,241 $19.8M
Cetera Investment Advisers 0.04% Add +1.6% 36,595 $19.5M
Glenmede Trust Co. NA 0.10% Reduce -3.9% 36,516 $19.4M
Nordea Investment Management AB 0.02% Add +2.0% 36,118 $19.2M
Mediolanum International Funds Ltd 0.25% Add +15.3% 36,163 $19.1M
Lowe Brockenbrough & Co. Inc. 1.23% Reduce -2.2% 35,894 $19.1M
Tredje AP-fonden 0.17% Reduce -29.7% 35,819 $19.1M
Payden & Rygel 1.64% Reduce -4.5% 35,800 $19.1M
State of New Jersey Common Pension Fund D 0.08% No change 35,715 $19.0M
Dividend Assets Capital, LLC 3.60% Reduce -4.0% 34,839 $18.5M
Forsta Ap-Fonden 0.13% No change 34,500 $18.4M
Bragg Financial Advisors, Inc 0.74% Reduce -6.0% 34,430 $18.3M
Rafferty Asset Management, LLC 0.06% Add +2.8% 34,224 $18.2M
KLP Kapitalforvaltning As 0.08% — 33,419 $17.8M
Citadel Advisors 0.02% Add +3273.2% 32,754 $17.4M
PGGM Investments 0.23% No change 32,237 $17.2M
Farmers & Merchants Investments Inc. 0.54% Reduce -2.0% 32,195 $17.1M
HRT Financial LP 0.09% Add +107.9% 31,994 $17.0M
Mariner, LLC 0.03% Add +0.4% 30,689 $16.3M
Abn Amro Investment Solutions 0.30% Reduce -14.1% 30,143 $16.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.8% 30,104 $16.0M
Tokio Marine Asset Management Co. Ltd. 0.57% Add +988.2% 30,121 $16.0M
Boston Common Asset Management, LLC 0.47% Reduce -0.6% 29,999 $16.0M
Sienna Gestion 1.08% Reduce -4.5% 29,960 $15.9M
Pinebridge Investments, L.P. 0.12% Reduce -67.0% 29,674 $15.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -4.4% 29,661 $15.8M
MetLife Investment Management, LLC 0.09% Reduce -0.5% 29,591 $15.8M
Ossiam 0.27% Add +775.1% 28,948 $15.4M
Cambria Investment Management, L.P. 0.94% Add +1.2% 28,907 $15.4M
State of Michigan Retirement System 0.08% Add +1.4% 28,578 $15.2M
Mairs & Power Inc. 0.14% Add +1.7% 28,161 $15.0M
Arizona State Retirement System 0.09% Reduce -1.2% 28,136 $15.0M
Corebridge Financial, Inc. 0.08% Reduce -0.7% 28,111 $15.0M
Nippon Life Global Investors Americas, Inc. 0.69% Reduce -10.2% 28,110 $15.0M
Capital Fund Management S.A. 0.15% Reduce -27.0% 28,020 $14.9M
Mutual of America Capital Management LLC 0.16% Reduce -7.1% 27,516 $14.7M
O'shaughnessy Asset Management, LLC 0.12% Add +3.8% 27,251 $14.5M
Novare Capital Management LLC 1.20% Reduce -5.5% 26,798 $14.3M
Janney Montgomery Scott LLC 0.04% Add +4.2% 26,304 $14.0M
NorthRock Partners, LLC 0.46% Reduce -10.7% 26,278 $14.0M
Punch & Associates Investment Management, Inc. 0.77% Reduce -26.4% 26,263 $14.0M
Handelsbanken Fonder AB 0.05% Add +11.7% 26,169 $13.9M
Xponance LLC 0.13% Reduce -10.9% 26,059 $13.9M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -8.2% 25,403 $13.5M
Achmea Investment Management B.V. 0.21% Reduce -4.3% 24,533 $13.1M
Mercer Global Advisors Inc. 0.03% Reduce -12.1% 24,196 $12.9M
Verity & Verity, LLC 1.17% Add +2.8% 24,159 $12.9M
QRG Capital Management, Inc. 0.13% Add +0.4% 24,127 $12.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +62.3% 23,907 $12.8M
DAVENPORT & Co LLC 0.07% Reduce -2.6% 23,841 $12.7M
Fisher Funds Management LTD 0.30% — 23,748 $12.6M
Asset Advisors Investment Management, LLC 1.32% Add +1.3% 23,672 $12.6M
Creative Planning 0.01% Add +4.6% 23,602 $12.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -27.2% 23,469 $12.5M
Corient Private Wealth LP 0.02% Reduce -4.8% 24,213 $12.3M
Sit Investment Associates Inc. 0.28% Reduce -2.3% 22,766 $12.1M
Boyar Asset Management Inc. 7.99% Reduce -8.0% 22,745 $12.1M
Foster & Motley Inc. 0.78% Reduce -6.9% 22,627 $12.0M
Van Eck Associates Corp. 0.02% Add +35.6% 22,539 $12.0M
Ascent Wealth Partners, LLC 1.62% Reduce -2.0% 22,515 $12.0M
Swiss Life Asset Management Ltd 0.09% Add +576.3% 22,474 $12.0M
Macquarie Group Ltd. 0.01% Add +5.3% 25,883 $11.8M
Park Avenue Securities LLC 0.12% Add +23.0% 21,791 $11.6M
Banque Pictet & Cie SA 0.11% Reduce -8.6% 21,486 $11.4M
Commerce Bank 0.07% Reduce -6.7% 21,051 $11.2M
Czech National Bank 0.10% Add +5.2% 21,035 $11.2M
Retirement Systems of Alabama 0.04% Reduce -2.3% 21,004 $11.2M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +12.7% 20,986 $11.2M
ProShare Advisors LLC 0.03% Add +10.2% 20,797 $11.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -3.5% 20,628 $11.0M
Northwest & Ethical Investments L.P. 0.30% Add +85.9% 20,621 $11.0M
Varma Mutual Pension Insurance Co 0.08% Reduce -34.4% 20,562 $10.9M
Knights of Columbus Asset Advisors LLC 0.71% Add +2.6% 20,266 $10.8M
Westfield Capital Management Co. LP 0.05% Reduce -3.4% 20,266 $10.8M
FIL Ltd 0.01% No change 20,118 $10.7M
Unisphere Establishment 0.09% Add +0.5% 20,100 $10.7M
Osaic Holdings, Inc. 0.02% Add +57.6% 31,114 $10.6M
Amalgamated Bank 0.09% Reduce -3.7% 19,928 $10.6M
USS Investment Management Ltd 0.08% Reduce -7.6% 19,900 $10.6M
Focus Partners Wealth 0.03% Add +36.0% 19,857 $10.6M
IFM Investors Pty Ltd 0.11% Reduce -7.8% 19,647 $10.5M
Pathstone Holdings, LLC 0.04% Reduce -0.6% 19,118 $10.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +13.5% 18,804 $10.0M
DNB Asset Management AS 0.04% Add +4.4% 18,687 $9.9M
First Manhattan Co. Llc. 0.03% Reduce -5.9% 18,672 $9.9M
Regions Financial Corp. 0.07% Reduce -0.5% 18,520 $9.9M
Vanguard Personalized Indexing Management, LLC 0.15% Add +9.4% 18,395 $9.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -21.5% 18,241 $9.7M
Ameriprise Financial Inc. 0.00% Reduce -13.6% 17,835 $9.5M
Leeward Investments, LLC - MA 0.47% Reduce -7.2% 17,773 $9.5M
Klingenstein Fields & Co. LP 0.38% No change 17,735 $9.4M
Twinbeech Capital LP 0.16% New 17,152 $9.1M
Sanctuary Advisors, LLC 0.06% Add +0.5% 16,374 $9.0M
Patton Albertson Miller Group, LLC 1.20% Add +0.4% 16,800 $8.9M
Bessemer Group Inc. 0.01% Reduce -0.7% 16,408 $8.7M
Lazard Asset Management LLC 0.01% Add +27.6% 16,229 $8.6M
Utah Retirement Systems 0.09% Reduce -2.6% 16,111 $8.6M
Ethic Inc. 0.17% Add +17.1% 16,074 $8.6M
Atria Investments, Inc 0.11% Add +7.3% 15,960 $8.5M
Glenview Trust Co 0.16% Reduce -1.9% 15,860 $8.4M
Teacher Retirement System of Texas 0.03% Reduce -16.4% 15,687 $8.4M
Van Lanschot Kempen Investment Management N.V. 0.08% Reduce -1.2% 15,589 $8.3M
Ensign Peak Advisors, Inc 0.01% Add +22.0% 15,478 $8.2M
Cibc World Markets Corp. 0.05% Reduce -19.6% 15,358 $8.2M
GS Investments, Inc. 3.69% Reduce -1.0% 15,344 $8.2M
Bremer Bank National Association 1.62% Reduce -0.1% 15,334 $8.2M
Yousif Capital Management, LLC 0.09% Reduce -0.5% 15,166 $8.1M
CIBC Asset Management Inc 0.03% Add +3.1% 15,082 $8.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.42% Reduce -0.7% 15,031 $8.0M
Bank of Nova Scotia 0.01% Reduce -60.0% 15,004 $8.0M
Blair William & Co. 0.02% Reduce -3.6% 14,930 $7.9M
New York Life Investment Management LLC 0.08% Reduce -0.9% 14,453 $7.7M
Legacy Private Trust Co. 0.50% Reduce -2.9% 14,248 $7.6M
Bellwether Advisors, LLC 1.35% Reduce -2.9% 14,212 $7.6M
Police & Firemen's Retirement System of New Jersey 0.07% — 14,175 $7.5M
Venture Visionary Partners LLC 0.32% Reduce -11.3% 14,083 $7.5M
Choate Investment Advisors 0.18% Add +1.3% 14,072 $7.5M
Groupe la Francaise 0.18% — 13,893 $7.4M
Daiwa Securities Group Inc. 0.03% Add +13.9% 13,762 $7.3M
Marvin & Palmer Associates Inc. 5.59% New 13,749 $7.3M
NewEdge Advisors, LLC 0.04% Add +54.4% 13,697 $7.3M
Investment Management Corp of Ontario 0.24% Reduce -18.6% 13,526 $7.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.8% 13,453 $7.2M
Martingale Asset Management L P 0.17% Add +0.5% 13,374 $7.1M
STRS Ohio 0.03% Reduce -26.1% 13,300 $7.1M
Guggenheim Capital LLC 0.06% Reduce -51.9% 13,064 $7.0M
Campbell & CO Investment Adviser LLC 0.54% Add +418.6% 13,042 $6.9M
Equitable Trust Co. 0.39% No change 13,036 $6.9M
Kerusso Capital Management LLC 4.43% Add +0.2% 13,025 $6.9M
Lombard Odier Asset Management (Europe) Ltd 0.47% Reduce -35.0% 13,000 $6.9M
Arjuna Capital 1.82% Reduce -4.5% 12,880 $6.9M
Fiera Capital Corp 0.02% Add +18.1% 12,854 $6.8M
Level Four Advisory Services, LLC 0.28% Add +0.1% 12,844 $6.8M
Vident Advisory, LLC 0.12% Reduce -24.8% 12,830 $6.8M
Generali Asset Management SPA SGR 0.17% — 12,800 $6.8M
Railway Pension Investments Ltd 0.09% No change 12,800 $6.8M
First Merchants Corp. 0.26% Reduce -4.8% 12,721 $6.8M
United Services Automobile Association 0.22% No change 12,439 $6.6M
Bokf, NA 0.11% Reduce -0.8% 12,669 $6.5M
Janus Henderson Group PLC 0.00% Add +4.6% 12,054 $6.4M
FORA Capital, LLC 0.73% Add +105.4% 12,018 $6.4M
Wealthfront Advisers LLC 0.02% Add +5.8% 11,748 $6.3M
Quantinno Capital Management LP 0.06% Add +31.1% 11,421 $6.1M
American Assets Investment Management, LLC 0.49% No change 11,250 $6.0M
Engineers Gate Manager LP 0.10% Add +1322.8% 11,183 $6.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.2% 11,039 $5.9M
Pacer Advisors, Inc. 0.01% Reduce -44.0% 10,680 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.8% 10,601 $5.6M
Mackenzie Financial Corp. 0.01% Reduce -1.1% 10,570 $5.6M
Red Cedar Investment Management, LLC 0.70% No change 10,522 $5.6M
Illinois Municipal Retirement Fund 0.08% No change 10,521 $5.6M
Lido Advisors, LLC 0.04% Reduce -57.3% 10,489 $5.6M
Elo Mutual Pension Insurance Co 0.12% New 10,411 $5.5M
Hohimer Wealth Management, LLC 1.05% Add +0.4% 10,342 $5.5M
GAMCO Investors 0.06% Reduce -3.4% 10,185 $5.4M
Baird Financial Group, Inc. 0.01% Reduce -1.6% 10,002 $5.3M
Birch Financial Group, LLC 5.99% — 10,000 $5.3M
Atlantic Union Bankshares Corp 0.31% Add +0.5% 9,984 $5.3M
Squarepoint Ops LLC 0.01% Reduce -52.0% 9,896 $5.3M
SOA Wealth Advisors, LLC. 0.97% Reduce -0.4% 9,849 $5.2M
Kestra Advisory Services, LLC 0.03% Reduce -3.6% 9,759 $5.2M
Bulltick Wealth Management, LLC 1.22% No change 9,720 $5.2M
Cadence Bank 0.34% Reduce -3.6% 9,444 $5.0M
Mizuho Securities USA LLC 0.09% Add +44.4% 9,195 $4.9M
Chesley Taft & Associates LLC 0.23% Add +48.5% 9,158 $4.9M
Bridges Investment Management Inc. 0.07% Add +0.1% 9,038 $4.8M
Burney Co./ 0.17% Reduce -8.6% 9,012 $4.8M
Ieq Capital, LLC 0.05% Add +8.6% 8,986 $4.8M
Journey Advisory Group, LLC 0.57% No change 11,185 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 8,914 $4.7M
TD Private Client Wealth LLC 0.13% Add +3.7% 8,774 $4.7M
Cresset Asset Management, LLC 0.02% Reduce -61.3% 8,678 $4.6M
Impact Asset Management GmbH 1.82% Reduce -23.1% 8,670 $4.6M
TD Waterhouse Canada Inc. 0.04% Add +2.1% 8,637 $4.6M
Advisory Services Network, LLC 0.09% Add +7.6% 8,599 $4.6M
Fourpath Capital Management, LLC 0.84% Reduce -3.4% 8,521 $4.5M
Raiffeisen Bank International AG 0.07% — 8,448 $4.5M
Edmp, Inc. 4.25% Reduce -1.6% 8,400 $4.5M
L2 Asset Management, LLC 0.97% Reduce -0.7% 8,356 $4.4M
Oregon Public Employees Retirement Fund 0.08% Reduce -1.2% 8,322 $4.4M
Fulton Bank, N.A. 0.17% Reduce -2.7% 8,203 $4.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -3.3% 8,170 $4.3M
Orion Portfolio Solutions, LLC 0.04% Reduce -3.3% 8,170 $4.3M
SVB Wealth LLC 0.08% New 8,055 $4.3M
Fairvoy Private Wealth, LLC 1.12% — 7,925 $4.2M
Cyndeo Wealth Partners, LLC 0.28% Add +1.5% 7,891 $4.2M
Tower Bridge Advisors 0.45% No change 7,849 $4.2M
New Age Alpha Advisors, LLC 0.17% Add +21672.2% 7,838 $4.2M
Great Lakes Advisors, LLC 0.04% Add +2.6% 7,790 $4.1M
Hilltop Holdings Inc. 0.26% Add +3.4% 7,722 $4.1M
Perigon Wealth Management, LLC 0.10% Add +0.1% 7,475 $4.1M
UniSuper Management Pty Ltd 0.03% Reduce -18.4% 7,637 $4.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.2% 7,613 $4.1M
Diversified Trust Co. 0.10% Reduce -0.3% 7,585 $4.0M
Signet Financial Management, LLC 0.51% Add +0.3% 7,551 $4.0M
Centiva Capital, LP 0.15% New 7,487 $4.0M
Avanza Fonder AB 0.12% — 7,338 $3.9M
BTC Capital Management, Inc. 0.36% Reduce -31.5% 7,262 $3.9M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -0.3% 7,168 $3.8M
&partners 0.05% Add +8.1% 7,100 $3.8M
Vontobel Holding Ltd. 0.01% Reduce -25.6% 7,063 $3.8M
DE Burlo Group Inc. 0.50% New 7,040 $3.7M
Great Lakes Retirement, Inc. 0.48% Reduce -3.1% 7,021 $3.7M
Plato Investment Management Ltd 0.27% No change 6,992 $3.7M
FineMark National Bank & Trust 0.13% Reduce -0.1% 6,994 $3.7M
Carret Asset Management, LLC 0.41% Reduce -0.6% 6,993 $3.7M
New Hampshire Trust 0.78% Add +2.4% 6,988 $3.7M
Fred Alger Management, LLC 0.02% New 6,977 $3.7M
Crossmark Global Holdings, Inc. 0.07% Add +33.2% 6,970 $3.7M
Great Diamond Partners, LLC 0.96% Reduce -1.0% 6,962 $3.7M
Dean Investment Associates, LLC 0.52% Add +4.1% 6,906 $3.7M
Johnson Investment Counsel Inc. 0.04% Reduce -0.1% 6,905 $3.7M
OMERS ADMINISTRATION Corp 0.03% Reduce -16.9% 6,900 $3.7M
Townsquare Capital LLC 0.04% Reduce -2.8% 6,848 $3.6M
Radnor Capital Management, LLC 0.61% Reduce -3.0% 6,827 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +54.9% 6,812 $3.6M
Kentucky Retirement Systems 0.11% Reduce -1.4% 6,747 $3.6M
Sequoia Financial Advisors, LLC 0.03% Add +22.3% 6,729 $3.6M
Savant Capital, LLC 0.03% Add +0.8% 6,717 $3.6M
Estate Counselors, LLC 0.38% New 6,705 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +8.5% 6,678 $3.6M
Tower Research Capital LLC (TRC) 0.07% Add +99.6% 6,662 $3.5M
Oppenheimer & Co. Inc. 0.05% Add +3.0% 6,551 $3.5M
Marshall Wace, LLP 0.00% Add +1200.6% 6,503 $3.5M
Jackson Wealth Management, LLC 0.39% New 6,410 $3.4M
NorthCrest Asset Manangement, LLC 0.10% Add +3.7% 6,325 $3.4M
Verition Fund Management LLC 0.02% Add +68.1% 6,322 $3.4M
First Hawaiian Bank 0.11% Reduce -7.5% 6,276 $3.3M
Procyon Advisors, LLC 0.21% Add +6.5% 6,192 $3.3M
Family Manage LLC 0.53% No change 6,191 $3.3M
Aviance Capital Partners, LLC 0.45% Add +1.7% 6,100 $3.2M
Quartz Partners, LLC 1.95% Add +6.1% 6,024 $3.2M
Hartford Investment Management Co. 0.11% Reduce -2.6% 6,021 $3.2M
Loudon Investment Management, LLC 1.81% Reduce -3.7% 5,987 $3.2M
Private Advisor Group, LLC 0.02% Reduce -6.9% 5,972 $3.2M
Fifth Third Bancorp 0.01% Reduce -9.2% 5,964 $3.2M
Wilmington Savings Fund Society, FSB 0.06% Add +18.4% 5,936 $3.2M
Caprock Group, LLC 0.10% Reduce -2.0% 5,902 $3.1M
Aurora Investment Counsel 1.72% New 5,893 $3.1M
BDF-Gestion 0.32% Reduce -11.5% 5,875 $3.1M
Choreo, LLC 0.04% Reduce -13.2% 5,886 $3.1M
BlueStem Wealth Partners, LLC 0.40% — 5,766 $3.1M
IMA Advisory Services, Inc. 0.37% Reduce -2.9% 5,734 $3.1M
Nations Financial Group Inc, /Ia/ 0.22% Add +3.7% 5,606 $3.0M
Bradley Foster & Sargent Inc. 0.05% Add +4.8% 5,604 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -20.1% 5,575 $3.0M
MAI Capital Management 0.02% Add +10.2% 5,503 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.3% 5,497 $2.9M
Atlantic Edge Private Wealth Management, LLC 0.90% Reduce -2.6% 5,484 $2.9M
Montecito Bank & Trust 0.50% Add +4.2% 5,463 $2.9M
17 Capital Partners, LLC 1.82% No change 5,405 $2.9M
NEOS Investment Management LLC 0.07% Add +29.9% 5,399 $2.9M
Castellan Group 1.24% Reduce -8.2% 5,388 $2.9M
Empowered Funds, LLC 0.04% Reduce -32.8% 5,388 $2.9M
Accurate Wealth Management, LLC 0.55% Add +1067.4% 5,545 $2.9M
Leisure Capital Management 1.12% Reduce -0.0% 5,353 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -4.7% 5,208 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -5.5% 5,200 $2.8M
Maryland State Retirement & Pension System 0.06% Reduce -9.1% 5,190 $2.8M
Cibc World Market Inc. 0.01% Reduce -3.4% 5,171 $2.8M
Independent Advisor Alliance 0.04% Add +7.7% 5,140 $2.7M
CW Advisors, LLC 0.04% Add +9.5% 5,139 $2.7M
Auxier Asset Management LLC 0.42% No change 5,081 $2.7M
Dorsey & Whitney Trust CO LLC 0.15% Add +0.0% 5,069 $2.7M
Hilltop National Bank 0.81% Add +2.6% 5,047 $2.7M
Summit Financial, LLC 0.09% Reduce -19.6% 5,043 $2.7M
Tidal Investments LLC 0.02% Add +53.3% 4,954 $2.6M
Greenleaf Trust 0.02% Add +1.0% 4,949 $2.6M
Weiss Asset Management LP 0.08% New 4,922 $2.6M
Cove Private Wealth, LLC 1.61% Reduce -4.3% 4,900 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -3.2% 4,848 $2.6M
Harfst & Associates, Inc. 0.54% Add +5.9% 4,846 $2.6M
Principal Securities, Inc. 0.06% Add +3.0% 4,843 $2.6M
Sovran Advisors, LLC 0.37% — 4,891 $2.6M
Allworth Financial LP 0.01% Reduce -0.7% 4,548 $2.6M
Oppenheimer Asset Management Inc. 0.03% Add +3.2% 4,791 $2.6M
Peddock Capital Advisors, LLC 0.61% Reduce -1.1% 4,752 $2.5M
Flputnam Investment Management Co. 0.05% Reduce -24.5% 4,740 $2.5M
New Mexico Educational Retirement Board 0.08% Reduce -4.1% 4,681 $2.5M
Meeder Advisory Services, Inc. 0.15% Reduce -0.2% 4,579 $2.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.08% Add +174.5% 4,590 $2.4M
CNB Bank 1.13% Reduce -4.3% 4,563 $2.4M
Bfsg, LLC 0.28% Add +1.4% 4,538 $2.4M
Cwm, LLC 0.01% Add +55.3% 4,520 $2.4M
Norinchukin Bank, The 0.05% Add +9.0% 4,516 $2.4M
Connecticut Wealth Management, LLC 0.12% Add +3.1% 4,503 $2.4M
YANKCOM Partnership 1.28% — 4,499 $2.4M
Bank Ozk 0.99% Add +11.0% 4,491 $2.4M
LMCG Investments, LLC 0.15% Reduce -7.0% 4,482 $2.4M
Bridgeway Capital Management, LLC 0.05% Reduce -31.6% 4,470 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.27% Reduce -11.4% 4,449 $2.4M
Intech Investment Management LLC 0.02% Reduce -29.9% 4,404 $2.3M
ING Groep NV 0.02% Reduce -11.4% 4,385 $2.3M
Oddo BHF Asset Management Sas 0.12% Add +20.8% 4,380 $2.3M
E. Ohman J:or Asset Management AB 0.05% Add +8.7% 4,380 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Reduce -4.9% 4,348 $2.3M
Vise Technologies, Inc. 0.19% Add +158.4% 4,342 $2.3M
Rwa Wealth Partners, LLC 0.03% Add +3.0% 4,337 $2.3M
Eley Financial Management, Inc 0.90% Reduce -4.5% 4,323 $2.3M
Metis Global Partners, LLC 0.07% Add +25.5% 4,322 $2.3M
Parallel Advisors, LLC 0.05% Add +2.9% 4,292 $2.3M
GAMMA Investing LLC 0.19% Add +4.4% 4,284 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -1.1% 4,243 $2.3M
Coldstream Capital Management Inc. 0.05% Add +4.7% 4,197 $2.2M
Ramirez Asset Management, Inc. 0.45% No change 4,197 $2.2M
TruWealth Advisors, LLC 0.13% Reduce -2.2% 4,194 $2.2M
CHICAGO TRUST Co NA 0.41% Reduce -2.4% 4,187 $2.2M
D.A. Davidson & Co. 0.02% Reduce -7.5% 4,153 $2.2M
Apollon Wealth Management, LLC 0.05% Add +2.4% 4,119 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -70.2% 4,092 $2.2M
Quadrant Capital Group LLC 0.15% Add +0.8% 4,079 $2.2M
Lecap Asset Management Ltd. 0.58% New 4,042 $2.2M
Prescott Group Capital Management, L.L.C. 0.29% No change 4,000 $2.1M
Manchester Capital Management LLC 0.25% Add +1.3% 3,992 $2.1M
Penobscot Investment Management Company, Inc. 0.19% Add +31.7% 3,960 $2.1M
Callan Family Office, LLC 0.13% New 3,914 $2.1M
Kennebec Savings Bank 2.09% Reduce -1.5% 4,005 $2.1M
Covenant Partners, LLC 0.64% Reduce -0.4% 3,882 $2.1M
Linden Thomas Advisory Services, LLC 0.26% Add +6.3% 3,882 $2.1M
Teachers Insurance & Annuity Association of America 2.73% No change 3,875 $2.1M
1832 Asset Management L.P. 0.00% Reduce -25.3% 3,867 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% No change 3,812 $2.0M
Chemistry Wealth Management LLC 0.48% Add +3.1% 3,810 $2.0M
Fifth Third Wealth Advisors LLC 0.11% Add +8.6% 3,805 $2.0M
ExodusPoint Capital Management, LP 0.02% Reduce -42.9% 3,782 $2.0M
Global Retirement Partners, LLC 0.06% Add +0.4% 3,748 $2.0M
Mgo One Seven LLC 0.08% Add +4.0% 3,723 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -1.7% 3,705 $2.0M
Pensionfund Sabic 0.52% Add +23.3% 3,700 $2.0M
Affinity Investment Advisors, LLC 1.63% Reduce -22.1% 3,672 $2.0M
Fiduciary Trust Co 0.03% Add +15.7% 3,671 $2.0M
Keeley-Teton Advisors, LLC 0.23% Reduce -5.5% 3,667 $2.0M
MainStreet Investment Advisors LLC 0.27% Reduce -1.4% 3,626 $1.9M
First Horizon Advisors, Inc. 0.05% Reduce -10.2% 3,610 $1.9M
NewEdge Wealth, LLC 0.03% Add +5.2% 3,608 $1.9M
Empirical Finance, LLC 0.11% Reduce -1.4% 3,573 $1.9M
Jacobi Capital Management LLC 0.14% Add +0.1% 3,552 $1.9M
Caldwell Trust Co 0.20% Add +20.7% 3,543 $1.9M
Prentice Wealth Management LLC 0.54% Reduce -3.9% 3,482 $1.9M
CENTRAL TRUST Co 0.05% Add +0.3% 3,466 $1.8M
Zhang Financial LLC 0.11% Add +5.8% 3,462 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.1% 3,462 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% New 3,460 $1.8M
Dean Capital Management 0.78% Add +2.0% 3,443 $1.8M
Unigestion Holding SA 0.10% Reduce -22.8% 3,424 $1.8M
Trexquant Investment LP 0.02% New 3,388 $1.8M
Wedmont Private Capital 0.10% Add +1.3% 3,492 $1.8M
Letson Investment Management, Inc. 0.73% No change 3,381 $1.8M
Elevation Point Wealth Partners, LLC 0.15% Reduce -17.8% 3,373 $1.8M
Shell Asset Management Co. 0.08% Reduce -1.4% 3,313 $1.8M
Kestra Investment Management, LLC 0.07% Add +33.8% 3,255 $1.7M
Siemens Fonds Invest GmbH 0.18% Add +4.0% 3,259 $1.7M
Susquehanna Fundamental Investments, LLC 0.03% — 3,246 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -17.2% 3,242 $1.7M
Tectonic Advisors LLC 0.11% Add +0.1% 3,239 $1.7M
Impact Investors, Inc 1.32% — 3,200 $1.7M
Nomura Holdings Inc. 0.01% New 3,197 $1.7M
LBP Am SA 0.02% No change 3,182 $1.7M
Pring Turner Capital Group Inc. 1.13% No change 3,176 $1.7M
Vestcor Inc 0.06% Reduce -44.8% 3,127 $1.7M
UMB Bank, n.a. 0.03% Add +3.1% 3,098 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -12.0% 3,093 $1.6M
Courier Capital LLC 0.11% No change 3,090 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.0% 3,080 $1.6M
Chilton Investment Co. Inc. 0.04% Reduce -1.5% 3,079 $1.6M
Financial Advocates Investment Management 0.09% Reduce -5.7% 3,063 $1.6M
Palisade Asset Management, LLC 0.16% Reduce -2.4% 3,034 $1.6M
Trust Co. of Vermont 0.08% Add +0.6% 2,997 $1.6M
K.J. Harrison & Partners Inc 0.25% No change 3,000 $1.6M
Huntington National Bank 0.01% Add +6.8% 2,971 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +1.0% 2,953 $1.6M
Tiaa Trust, National Association 0.00% Add +15.1% 2,946 $1.6M
Hancock Whitney Corp. 0.05% Add +8.9% 2,946 $1.6M
Prudent Man Advisors, LLC 0.57% Reduce -18.4% 2,933 $1.6M
Hilltop Partners LLC 0.53% Reduce -9.0% 2,925 $1.6M
Fortress Private Ledger, LLC 0.95% — 2,921 $1.6M
Net Worth Advisory Group 0.47% Reduce -0.7% 2,895 $1.5M
Florida Trust Wealth Management Co 0.05% Add +2.2% 2,889 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +1.0% 2,886 $1.5M
Allstate Corp. 0.05% New 2,886 $1.5M
Sandy Cove Advisors, LLC 0.60% No change 2,883 $1.5M
Certuity, LLC 0.17% Add +58.0% 2,875 $1.5M
M. Kulyk & Associates, LLC 0.33% No change 2,874 $1.5M
Marks Group Wealth Management, Inc 0.15% No change 2,868 $1.5M
HB Wealth Management, LLC 0.02% Reduce -6.6% 2,835 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +9.9% 2,791 $1.5M
Graypoint LLC 0.09% Reduce -1.8% 2,784 $1.5M
Synovus Financial Corp. 0.02% Reduce -1.4% 2,772 $1.5M
Fayez Sarofim & Co 0.00% No change 2,716 $1.4M
Cavalier Investments, LLC 0.48% Add +3.7% 2,713 $1.4M
Redwood Investment Management, LLC 0.14% Reduce -19.9% 2,703 $1.4M
Argyle Capital Partners, LLC 1.23% — 2,685 $1.4M
Bleakley Financial Group, LLC 0.04% Reduce -0.0% 2,670 $1.4M
HighPoint Advisor Group LLC 0.08% Add +0.8% 2,683 $1.4M
Vinva Investment Management Ltd 0.05% Reduce -32.3% 2,647 $1.4M
Heartland Bank & Trust Co 0.75% Reduce -3.0% 2,607 $1.4M
44 Wealth Management LLC 0.53% Reduce -4.7% 2,600 $1.4M
Gator Capital Management, LLC 0.52% No change 2,600 $1.4M
EP Wealth Advisors, LLC 0.01% Add +20.2% 2,599 $1.4M
Pitcairn Co. 0.08% Reduce -8.2% 2,594 $1.4M
Smartleaf Asset Management LLC 0.14% Add +74.6% 2,581 $1.4M
Brendel Financial Advisors LLC 0.82% No change 2,544 $1.4M
IPG Investment Advisors LLC 0.31% New 2,542 $1.4M
HM Payson & Co. 0.02% Reduce -1.4% 2,533 $1.3M
Copperwynd Financial, LLC 0.37% Add +3.3% 2,532 $1.3M
Meiji Yasuda Life Insurance Co 0.03% Add +2.9% 2,529 $1.3M
Signaturefd, LLC 0.03% Add +0.5% 2,483 $1.3M
Vectors Research Management, LLC 0.45% No change 2,480 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -1.4% 2,473 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -25.1% 2,463 $1.3M
Old North State Trust, LLC 0.83% Add +3.6% 2,455 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -3.9% 2,428 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +6.1% 2,421 $1.3M
Highland Capital Management, LLC 0.07% New 2,416 $1.3M
Harvest Fund Management Co., Ltd 0.06% Add +7661.3% 2,406 $1.3M
AXS Investments LLC 0.36% Reduce -17.3% 2,402 $1.3M
EPG Wealth Management LLC 0.34% Reduce -3.5% 2,399 $1.3M
Lebenthal Global Advisors, LLC 0.23% Add +10.3% 2,399 $1.3M
Qtron Investments LLC 0.18% Reduce -25.4% 2,383 $1.3M
Lake Street Advisors Group, LLC 0.06% Reduce -2.3% 2,368 $1.3M
Credit Industriel Et Commercial 0.44% — 2,324 $1.2M
V-Square Quantitative Management LLC 0.17% Add +4.8% 2,276 $1.2M
Ballentine Partners, LLC 0.02% Add +2.5% 2,261 $1.2M
Skba Capital Management LLC 0.19% Reduce -8.2% 2,245 $1.2M
XTX Topco Ltd 0.10% New 2,241 $1.2M
Personal Cfo Solutions, LLC 0.23% Reduce -18.6% 2,238 $1.2M
Virtus Advisers, LLC 0.49% Add +11.1% 2,237 $1.2M
Stephens Inc. 0.02% Add +2.0% 2,189 $1.2M
Lindbrook Capital, LLC 0.11% Add +0.2% 2,186 $1.2M
Kintegral Advisory, LLC 0.11% Reduce -4.4% 2,181 $1.2M
Vishria Bird Financial Group, LLC 0.41% No change 2,174 $1.2M
Clearstead Advisors, LLC 0.02% Reduce -42.2% 2,163 $1.2M
Gratus Wealth Advisors, LLC 0.18% Reduce -0.6% 2,163 $1.2M
Pettee Investors, Inc. 0.58% No change 2,150 $1.1M
Empirical Asset Management, LLC 0.37% Reduce -5.0% 8,271 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.28% No change 2,095 $1.1M
Prosperity Consulting Group, LLC 0.08% Add +1.9% 2,086 $1.1M
Wealthspire Advisors, LLC 0.01% Add +52.8% 2,078 $1.1M
Natixis 0.01% Reduce -95.0% 2,077 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -2.0% 2,071 $1.1M
Basepoint Wealth LLC 0.88% Add +0.1% 2,068 $1.1M
Advisors Asset Management, Inc. 0.02% Add +8.8% 2,054 $1.1M
RFG Advisory, LLC 0.03% Reduce -2.5% 2,051 $1.1M
CI Investments Inc. 0.00% Add +7.2% 2,043 $1.1M
Fielder Capital Group LLC 0.34% Reduce -0.1% 2,043 $1.1M
Citizens Financial Group Inc. 0.02% Add +8.5% 2,024 $1.1M
Round Rock Advisors LLC 0.22% No change 2,020 $1.1M
TrinityPoint Wealth, LLC 0.15% Reduce -0.4% 2,015 $1.1M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -19.7% 2,014 $1.1M
Chase Investment Counsel Corp. 0.34% Reduce -41.2% 2,000 $1.1M
Adapt Wealth Advisors, LLC 0.52% Add +3.1% 1,995 $1.1M
Snowden Capital Advisors LLC 0.03% Add +11.9% 1,979 $1.1M
Acadian Asset Management LLC 0.00% Reduce -66.3% 1,978 $1.1M
US Asset Management LLC 0.94% Reduce -2.3% 1,967 $1.0M
Douglass Winthrop Advisors, LLC 0.02% No change 1,962 $1.0M
MorganRosel Wealth Management, LLC 0.34% Add +4.5% 1,955 $1.0M
Petrus Trust Company, LTA 0.10% Add +151.6% 1,930 $1.0M
Evergreen Capital Management LLC 0.03% Add +0.2% 1,921 $1.0M
First Commonwealth Financial Corp 0.24% Add +3.8% 1,911 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +22.6% 1,898 $1.0M
Insigneo Advisory Services, LLC 0.10% Reduce -0.1% 1,892 $1.0M
Gotham Asset Management 0.01% Add +10.6% 1,884 $1.0M
Burling Wealth Partners, LLC 0.20% — 1,881 $1.0M
Groupama Asset Managment 0.02% Reduce -61.3% 1,877 $996K
Canada Post Corp Registered Pension Plan 0.06% — 1,865 $993K
Stonegate Investment Group, LLC 0.03% Add +0.5% 1,860 $990K
Banco Santander, S.A. 0.01% New 1,856 $988K
iA Global Asset Management Inc. 0.02% Reduce -49.6% 1,853 $987K
Capstone Investment Advisors, LLC 0.01% Add +17.3% 1,849 $984K
Quent Capital, LLC 0.10% Reduce -0.3% 1,841 $980K
Dodge & Cox 0.00% No change 1,827 $973K
IFP Advisors, Inc 0.03% Reduce -0.7% 1,826 $973K
Mather Group, Llc. 0.01% Reduce -6.5% 1,823 $970K
Prudential PLC 0.00% No change 1,817 $967K
Angeles Investment Advisors, LLC 0.05% No change 1,800 $958K
iSAM Funds (UK) Ltd 0.71% New 1,794 $955K
Entropy Technologies, LP 0.10% New 1,794 $955K
Frank, Rimerman Advisors LLC 0.07% Add +4.9% 1,789 $953K
Howard Capital Management Group, LLC 0.07% No change 1,787 $951K
Moneta Group Investment Advisors LLC 0.01% Add +63.6% 1,778 $946K
Merit Financial Group, LLC 0.02% New 1,772 $943K
Assetmark, Inc. 0.00% Add +2.3% 1,766 $940K
Boston Financial Mangement LLC 0.03% Add +8.8% 1,761 $938K
Legacy Trust 0.22% No change 1,752 $933K
Quantitative Investment Management, LLC 0.07% Reduce -8.4% 1,751 $932K
Ritholtz Wealth Management 0.03% Reduce -11.5% 1,739 $926K
Edgestream Partners, L.P. 0.04% Reduce -83.0% 1,735 $924K
Smithfield Trust Co 0.05% Reduce -0.1% 1,728 $921K
Quantbot Technologies LP 0.03% New 1,725 $918K
Syon Capital LLC 0.08% Reduce -5.5% 1,718 $915K
AE Wealth Management LLC 0.01% Add +26.8% 1,714 $913K
Mattson Financial Services, LLC 0.29% Reduce -32.3% 1,910 $897K
Spinnaker Trust 0.06% No change 1,685 $897K
Argent Trust Co 0.04% No change 1,677 $893K
Jones Financial Companies LLLP 0.00% Add +24.3% 1,674 $891K
Legacy Capital Group California, Inc. 0.27% Reduce -28.9% 1,674 $891K
Fort Point Capital Partners LLC 0.10% Add +6.2% 1,671 $890K
TigerOak Management, L.L.C. 0.32% — 1,658 $883K
Guinness Asset Management LTD 0.02% Add +57.0% 1,648 $877K
Cary Street Partners Financial LLC 0.03% — 1,645 $876K
Focus Partners Advisor Solutions, LLC 0.01% Add +112.3% 1,637 $872K
Wellington Management Group LLP 0.00% Add +19.1% 1,627 $866K
World Investment Advisors 0.02% Add +16.1% 1,627 $866K
Ancora Advisors LLC 0.02% Add +1.0% 1,619 $862K
Searle & Co. 0.25% Reduce -5.6% 1,615 $860K
Pennsylvania Capital Management Inc. 0.29% Add +0.2% 1,610 $857K
J. W. Coons Advisors, LLC 0.22% Reduce -1.8% 1,609 $857K
Eagle Global Advisors LLC 0.03% No change 1,600 $852K
Horizon Investments, LLC 0.02% Add +1.4% 1,602 $851K
Parkshore Wealth Management, Inc. 0.51% — 1,596 $850K
Scotia Capital Inc. 0.00% Add +263.5% 1,585 $844K
Ibex Wealth Advisors 0.10% Reduce -95.9% 1,565 $833K
LRT Capital Management, LLC 0.65% New 1,562 $832K
Brown Brothers Harriman & Co. 0.01% Add +8.9% 1,554 $827K
Norden Group LLC 0.09% Reduce -0.3% 1,552 $826K
Polymer Capital Management (US) LLC 0.26% — 1,550 $825K
LMR Partners LLP 0.02% New 1,545 $823K
Berkshire Asset Management LLC 0.04% Reduce -4.2% 1,457 $821K
Praxis Investment Management Inc. 0.05% No change 1,540 $820K
Kolinsky Wealth Management, LLC 0.50% Add +3.0% 1,536 $818K
Jain Global LLC 0.02% — 1,533 $816K
WealthTrust Asset Management, LLC 0.59% New 1,532 $816K
Stokes Capital Advisors, LLC 0.21% Reduce -0.3% 1,507 $802K
Profund Advisors LLC 0.03% Reduce -3.4% 1,499 $798K
Coastal Bridge Advisors, LLC 0.20% Add +0.1% 1,497 $797K
Rathbones Group PLC 0.00% Reduce -15.8% 1,496 $797K
Kentucky Retirement Systems Insurance Trust Fund 0.14% Add +137.0% 6,889 $793K
Wbi Investments, LLC 0.20% New 1,488 $792K
Forum Financial Management, LP 0.01% Add +1.4% 1,484 $790K
Waverly Advisors, LLC 0.01% Add +29.9% 1,480 $788K
Belpointe Asset Management LLC 0.05% Reduce -18.8% 1,750 $787K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -11.1% 1,477 $786K
Graham Capital Management, L.P. 0.04% New 1,455 $775K
Sage Mountain Advisors LLC 0.06% Reduce -22.2% 1,444 $769K
Mufg Securities Americas Inc. 0.10% — 1,432 $762K
St Germain D J Co. Inc. 0.03% Add +30.7% 1,427 $760K
Transcend Capital Advisors, LLC 0.05% Reduce -15.2% 1,425 $759K
Stratos Wealth Partners, LTD. 0.01% Add +15.6% 1,419 $756K
Accel Wealth Management 0.29% Reduce -16.2% 1,415 $754K
West Coast Financial LLC 0.08% Reduce -0.5% 1,409 $750K
Mission Wealth Management, LP 0.02% Reduce -0.2% 1,407 $749K
Lyell Wealth Management, LP 0.07% No change 1,404 $748K
Schechter Investment Advisors, LLC 0.06% Reduce -3.4% 1,402 $747K
1776 Wealth LLC 0.34% No change 1,396 $743K
Integrated Advisors Network LLC 0.04% Reduce -7.0% 1,395 $743K
Eastern Bank 0.01% Reduce -0.3% 1,395 $743K
Wedbush Securities Inc. 0.03% Reduce -2.0% 1,387 $738K
Crewe Advisors LLC 0.10% Reduce -2.4% 1,376 $733K
Pacific Capital Partners Ltd 0.43% Reduce -31.3% 1,372 $730K
Pointe Capital Management LLC 0.42% Reduce -2.8% 1,372 $730K
Charter Oak Capital Management, LLC 0.07% Reduce -1.8% 1,368 $729K
Quantessence Capital LLC 0.30% — 1,362 $725K
Old Port Advisors 0.21% Add +0.7% 1,360 $724K
Pinnacle Associates Ltd. 0.01% Add +18.3% 1,353 $720K
Catalyst Financial Partners LLC 0.13% Add +0.3% 1,340 $713K
Insight Advisors, LLC/ PA 0.12% Reduce -2.1% 1,340 $711K
Northcape Wealth Management, LLC 0.23% No change 1,317 $701K
New Century Financial Group, LLC 0.30% Reduce -14.6% 1,303 $698K
Arlington Trust Co LLC 0.15% No change 1,302 $693K
Gabelli Funds LLC 0.01% No change 1,300 $692K
Transamerica Financial Advisors, LLC 0.07% Reduce -19.6% 1,296 $690K
Premier Path Wealth Partners, LLC 0.10% Add +0.9% 1,293 $688K
Everpar Advisors LLC 0.35% Add +1.8% 1,286 $685K
Inceptionr LLC 0.15% Reduce -30.5% 1,279 $681K
Arkadios Wealth Advisors 0.04% Add +0.5% 1,273 $678K
Aster Capital Management (DIFC) Ltd 0.26% New 1,272 $677K
Becker Capital Management Inc. 0.02% Reduce -1.9% 1,270 $676K
Ontario Teachers Pension Plan Board 0.01% Reduce -31.7% 1,267 $675K
Focus Financial Network, Inc. 0.03% Add +2.3% 1,258 $670K
Perritt Capital Management Inc 0.35% Reduce -0.4% 1,250 $666K
Aptus Capital Advisors, LLC 0.01% Add +48.0% 1,249 $665K
Modera Wealth Management, LLC 0.01% Add +3.3% 1,245 $663K
Kintra Wealth, LLC 0.46% Reduce -19.1% 1,244 $662K
Larson Financial Group LLC 0.03% Reduce -6.4% 1,244 $662K
Legacy Advisors, LLC 0.06% Reduce -30.9% 1,238 $659K
Panagora Asset Management Inc. 0.00% Add +1.2% 1,238 $659K
PGIM Custom Harvest LLC 0.01% Add +1.4% 1,233 $656K
Trust Asset Management LLC 0.05% No change 1,230 $655K
Wellington Shields Capital Management, LLC 0.11% No change 1,220 $650K
McLean Asset Management Corp 0.19% Add +0.8% 1,213 $646K
Renasant Bank 0.42% Add +12.9% 1,211 $645K
FFT Wealth Management LLC 0.05% Add +0.5% 1,201 $640K
Weil Company, Inc. 0.22% No change 1,200 $639K
CSS LLC 0.12% Reduce -35.7% 1,190 $634K
Balyasny Asset Management L.P. 0.00% New 1,189 $633K
Twin Capital Management Inc. 0.07% Reduce -0.9% 1,182 $629K
Benjamin Edwards Inc. 0.01% Add +0.7% 1,179 $628K
Quantum Financial Advisors, LLC 0.10% No change 1,180 $628K
PFG Investments, LLC 0.04% Reduce -11.2% 1,179 $628K
Enzi Wealth 0.24% Add +0.1% 1,113 $625K
Dynamic Technology Lab Private Ltd 0.10% New 1,170 $623K
Wesbanco Bank Inc. 0.02% No change 1,169 $622K
Clarius Group, LLC 0.04% Add +0.6% 1,154 $614K
Fire Capital Management LLC 0.46% — 1,150 $612K
CenterBook Partners LP 0.04% Add +14.0% 1,143 $609K
Arthur M. Cohen & Associates, LLC 0.11% Add +3.2% 1,140 $607K
Kenora Financial, LLC 0.24% Reduce -1.2% 1,136 $605K
Valeo Financial Advisors, LLC 0.02% Add +0.2% 1,131 $602K
Checchi Capital Advisers, LLC 0.04% Reduce -11.9% 1,128 $601K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,126 $599K
Contravisory Investment Management, Inc. 0.13% No change 1,125 $599K
Michels Family Financial, LLC 0.55% — 1,125 $599K
Beacon Financial Group 0.06% Reduce -3.2% 1,123 $598K
Pinnacle Financial Partners Inc 0.01% Add +3.0% 1,116 $594K
Frederick Financial Consultants, LLC 0.47% — 1,115 $594K
Dakota Community Bank & Trust NA 2.81% Reduce -0.5% 1,109 $590K
Independence Bank of Kentucky 0.09% Reduce -0.2% 1,106 $589K
Segment Wealth Management, LLC 0.04% No change 1,101 $586K
First Business Financial Services, Inc. 0.06% No change 1,093 $582K
Aurora Private Wealth, Inc. 0.44% No change 1,091 $581K
Great Valley Advisor Group, Inc. 0.01% Add +8.5% 1,084 $578K
McRae Capital Management Inc. 0.11% No change 1,085 $578K
Aries Wealth Management 0.16% Reduce -21.7% 1,082 $576K
Loomis Sayles & Co. L P 0.00% No change 1,082 $576K
McCarter Private Wealth Services LLC 0.36% No change 1,080 $575K
Invst, LLC 0.07% Add +0.1% 1,073 $571K
Composition Wealth, LLC 0.01% Add +43.7% 1,065 $567K
Evercore Wealth Management, LLC 0.01% No change 1,065 $567K
Burt Wealth Advisors 0.14% Reduce -4.5% 1,061 $565K
Astoria Portfolio Advisors LLC. 0.20% Add +1.0% 1,068 $563K
Simplicity Wealth,LLC 0.12% Add +20.1% 1,053 $561K
Unique Wealth Strategies, LLC 0.25% New 1,053 $561K
Cetera Trust Company, N.A 0.36% No change 1,050 $559K
Sunflower Bank, N.A. 0.15% Add +4.8% 1,042 $555K
Van Strum & Towne Inc. 0.19% Add +4.0% 1,040 $554K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +24.6% 1,035 $551K
EverSource Wealth Advisors, LLC 0.03% Add +1.3% 1,032 $549K
Everett Harris & Co. 0.01% Reduce -3.8% 1,031 $549K
Woodmont Investment Counsel LLC 0.04% No change 1,026 $546K
ROI Financial Advisors, LLC 0.37% Add +3.9% 1,021 $543K
Ransom Advisory, Ltd 0.25% Reduce -1.7% 1,020 $543K
Sterling Wealth Management, Inc. 0.20% No change 1,020 $543K
Sagespring Wealth Partners, LLC 0.01% — 1,014 $540K
Cigna Investments Inc. 0.09% Reduce -3.3% 1,010 $538K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -1.7% 1,005 $535K
Gladstone Institutional Advisory LLC 0.02% Reduce -24.7% 1,005 $535K
Advisor OS, LLC 0.06% New 1,005 $535K
Keel Point, LLC 0.04% Add +16.7% 1,004 $535K
Armstrong, Fleming & Moore, Inc 0.32% No change 1,000 $532K
Founders Capital Management, LLC 0.09% No change 1,000 $532K
Fort Sheridan Advisors LLC 0.08% No change 1,000 $532K
Patriot Financial Group Insurance Agency, LLC 0.07% No change 999 $532K
KMG Fiduciary Partners, LLC 0.04% No change 999 $532K
McElhenny Sheffield Capital Management, LLC 0.18% New 995 $530K
Harbour Investments, Inc. 0.02% Reduce -1.3% 993 $529K
MV Capital Management, Inc. 0.06% Reduce -0.1% 991 $528K
Scientech Research LLC 0.15% New 978 $521K
Aljian Capital Management, LLC 0.11% Add +0.1% 977 $520K
Johnson Financial Group, Inc. 0.02% Reduce -4.5% 950 $516K
Rothschild Investment LLC 0.03% Add +0.3% 966 $514K
ERn Financial, LLC 0.08% Add +0.9% 964 $513K
Entruity Wealth, LLC 0.51% — 960 $511K
Hills Bank & Trust Co 0.04% No change 959 $511K
Impact Partnership Wealth, LLC 0.10% Add +22.1% 957 $510K
Colonial Trust Co / SC 0.08% Add +9.3% 957 $510K
Stratos Investment Management, LLC 0.03% Reduce -15.3% 955 $509K
Bailard, Inc. 0.01% No change 952 $507K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.0% 945 $503K
Plimoth Trust Co. LLC 0.13% Reduce -0.2% 943 $502K
HBK Sorce Advisory LLC 0.02% Add +9.8% 942 $502K
Hickory Point Bank & Trust 0.44% — 941 $501K
Ignite Planners, LLC 0.11% Add +0.7% 926 $496K
Daymark Wealth Partners, LLC 0.02% Add +1.1% 930 $495K
R Squared Ltd 0.48% — 920 $490K
Drive Wealth Management, LLC 0.12% Reduce -0.1% 916 $487K
Brooklyn Investment Group 0.15% Reduce -1.9% 915 $487K
Advisors Capital Management, LLC 0.01% Add +20.2% 911 $485K
Journey Strategic Wealth LLC 0.02% Add +0.6% 911 $485K
Beaton Management Co. Inc. 0.24% No change 910 $485K
Summit Trail Advisors, LLC 0.02% Add +10.4% 911 $485K
Blue Trust, Inc. 0.01% Reduce -50.5% 907 $483K
Cambridge Financial Group, LLC 0.21% No change 906 $482K
Ceeto Capital Group, LLC 0.18% No change 901 $480K
Private Trust Co. NA 0.05% Add +3.0% 896 $477K
Ausdal Financial Partners, Inc. 0.04% New 892 $475K
Aaron Wealth Advisors LLC 0.06% Add +8.9% 892 $475K
Oliver Luxxe Assets LLC 0.09% No change 1,010 $475K
Williams Jones Wealth Management, LLC. 0.01% Reduce -25.8% 890 $474K
Rockland Trust Co. 0.02% Add +0.2% 889 $473K
Tradition Wealth Management, LLC 0.04% Reduce -1.2% 886 $472K
Geller Advisors LLC 0.03% Reduce -0.2% 876 $466K
First County Bank 0.26% Reduce -4.4% 875 $466K
Park National Corp. 0.02% Add +0.1% 875 $466K
Farther Finance Advisors, LLC 0.02% Reduce -10.8% 871 $464K
MJP Associates Inc. 0.08% New 868 $462K
Hengehold Capital Management LLC 0.04% Add +3.0% 863 $459K
Whittier Trust Co. 0.01% Add +1.8% 862 $459K
Modern Wealth Management, LLC 0.02% No change 848 $452K
Canal Capital Management, LLC 0.07% Reduce -7.4% 848 $452K
Parkside Financial Bank & Trust 0.06% Add +0.4% 848 $452K
Renaissance Group LLC 0.02% Reduce -1.2% 846 $450K
Fort Washington Investment Advisors Inc. 0.00% Reduce -13.2% 843 $449K
Sendero Wealth Management, LLC 0.07% No change 840 $447K
Park Place Capital Corp 0.12% Reduce -3.1% 837 $446K
Ellevest, Inc. 0.03% Reduce -4.2% 836 $445K
CreativeOne Wealth, LLC 0.01% Reduce -10.3% 831 $442K
IFG Advisory, LLC 0.03% New 830 $442K
Great Waters Wealth Management 0.06% No change 819 $436K
Valmark Advisers, Inc. 0.01% Reduce -4.9% 814 $433K
New Wave Wealth Advisors LLC 0.18% New 814 $433K
Cairn Investment Group, Inc. 0.25% No change 814 $433K
Grove Bank & Trust 0.06% Add +4.9% 811 $432K
IHT Wealth Management, LLC 0.01% Reduce -22.7% 809 $431K
Schulhoff & Co. Inc. 0.16% No change 800 $426K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 800 $426K
Alps Advisors Inc. 0.00% No change 800 $426K
Rainier Family Wealth Inc. 0.51% — 799 $425K
Dakota Wealth Management 0.01% Add +2.7% 798 $425K
Spahn Wealth & Retirement LLC 0.28% — 795 $423K
Capital Analysts, LLC 0.02% No change 795 $423K
Waldron Private Wealth LLC 0.02% Add +0.8% 794 $423K
Csenge Advisory Group 0.02% Add +5.2% 794 $423K
Leavell Investment Management, Inc. 0.02% No change 793 $422K
Sunbelt Securities, Inc. 0.04% Reduce -13.3% 796 $422K
Summit Global Investments 0.03% Reduce -37.0% 792 $422K
Compound Planning, Inc. 0.02% Add +18.8% 789 $420K
Catalina Capital Group, LLC 0.14% Add +2.2% 789 $420K
Busey Bank 0.01% Reduce -11.3% 785 $418K
First Nebraska Trust Co 0.04% No change 784 $417K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -14.3% 780 $415K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +102.1% 780 $415K
First Bank & Trust 0.08% Reduce -8.4% 777 $414K
Brighton Jones LLC 0.01% Add +6.9% 777 $413K
PDS Planning, Inc 0.04% Reduce -1.0% 774 $412K
Caldwell Sutter Capital, Inc. 0.19% No change 772 $411K
BLB&B Advisors, LLC 0.02% Reduce -20.4% 771 $411K
Carr Financial Group Corp 0.13% Add +9.2% 770 $410K
Voya Financial Advisors, Inc. 0.04% Reduce -4.8% 770 $408K
Somerset Trust Co 0.15% Add +45.3% 760 $405K
J.W. Cole Advisors, Inc. 0.02% Add +9.4% 755 $402K
Harbour Investment Management LLC 0.18% Add +25.3% 752 $400K
OneAscent Financial Services LLC 0.03% Add +71.8% 751 $400K
Burke & Herbert Bank & Trust Co. 0.09% No change 750 $399K
N.E.W. Advisory Services LLC 0.04% New 749 $399K
Keystone Financial Group 0.04% New 756 $398K
WealthTrust Axiom LLC 0.12% Reduce -1.3% 748 $398K
Essex Financial Services, Inc. 0.03% Add +4.3% 748 $398K
Spire Wealth Management 0.01% Add +1.1% 746 $397K
Optimize Financial Inc. 0.30% — 742 $395K
Ledyard National Bank 0.04% Add +1.1% 741 $395K
SG Americas Securities, LLC 0.00% Reduce -98.7% 740 $394K
Moneco Advisors, LLC 0.04% Add +20.2% 739 $393K
Oak Ridge Investments LLC 0.03% New 738 $393K
Cary Street Partners Investment Advisory LLC 0.25% Reduce -67.8% 725 $386K
Narus Financial Partners, LLC 0.13% Add +21.9% 723 $385K
Central Pacific Bank - Trust Division 0.05% Reduce -13.5% 723 $385K
Progressive Investment Management Corp 0.10% No change 720 $383K
Kathmere Capital Management, LLC 0.03% Add +0.7% 717 $382K
First National Trust Co 0.01% No change 717 $382K
LRI Investments, LLC 0.04% No change 713 $380K
Valtinson Bruner Financial Planning LLC 0.13% No change 708 $377K
M.E. Allison & Co., Inc. 0.41% — 705 $375K
GeoWealth Management, LLC 0.01% Reduce -9.7% 704 $375K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -27.1% 703 $374K
Penserra Capital Management LLC 0.01% Add +47.7% 706 $374K
Peapack Gladstone Financial Corp. 0.01% No change 702 $374K
Fidelis Capital Partners, LLC 0.04% Add +1.3% 696 $374K
One Wealth Capital Management, LLC 0.19% — 699 $372K
Proficio Capital Partners LLC 0.03% Add +49.8% 698 $372K
Mindset Wealth Management, LLC 0.14% No change 698 $372K
Pin Oak Investment Advisors Inc. 0.34% No change 788 $370K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -4.6% 691 $368K
Founders Financial Securities LLC 0.03% No change 689 $367K
Ameritas Advisory Services, LLC 0.01% Add +2.1% 687 $366K
Smith, Moore & Co. 0.03% No change 684 $364K
Equitable Holdings, Inc. 0.00% Reduce -7.6% 682 $363K
Walleye Trading LLC 0.01% Add +49.2% 679 $362K
Concourse Financial Group Securities, Inc. 0.02% Add +14.2% 643 $361K
OneAscent Wealth Management LLC 0.15% Add +34.1% 677 $360K
Portside Wealth Group, LLC 0.06% Reduce -2.2% 675 $359K
CX Institutional 0.01% Add +0.6% 674 $359K
Howard Bailey Securities, LLC 0.13% Reduce -17.3% 671 $357K
Deseret Mutual Benefit Administrators 0.17% Add +21.7% 668 $356K
Northwest Bancshares, Inc. 0.07% No change 667 $355K
Howard Capital Management, LLC 0.01% Add +3.5% 660 $351K
Trustmark Bank Trust Department 0.03% New 653 $348K
Avestar Capital, LLC 0.03% New 652 $347K
Emprise Bank 0.20% Reduce -17.9% 650 $346K
SageView Advisory Group, LLC 0.01% New 648 $345K
WBH Advisory Inc. 0.03% Reduce -1.4% 643 $342K
Edge Capital Group, LLC 0.02% No change 642 $342K
Birchcreek Wealth Management, LLC 0.21% Add +19.1% 641 $341K
Commerzbank Aktiengesellschaft 0.01% New 641 $341K
NDVR, Inc. 0.33% Add +8.1% 640 $341K
Clark Capital Management Group, Inc. 0.00% Add +30.1% 639 $340K
Concurrent Investment Advisors, LLC 0.01% Reduce -3.2% 636 $339K
Prime Capital Investment Advisors, LLC 0.00% Add +0.8% 636 $339K
SPC Financial, Inc. 0.03% Add +0.3% 635 $338K
Chesapeake Wealth Management 0.12% Reduce -2.3% 635 $338K
SlateStone Wealth, LLC 0.03% No change 633 $337K
Royal Fund Management, LLC 0.04% Add +0.2% 632 $337K
Revolve Wealth Partners, LLC 0.05% Reduce -20.0% 632 $336K
MTM Investment Management, LLC 0.13% No change 626 $333K
Peoples Financial Services Corp. 0.15% Reduce -17.2% 625 $333K
Coign Capital Advisors LLC 0.31% — 623 $332K
All Terrain Financial Advisors, LLC 0.13% No change 623 $332K
Illumine Investment Management, LLC 0.27% — 622 $331K
Argus Investors' Counsel, Inc. 0.22% Add +9.2% 620 $330K
Kelly Financial Services LLC 0.12% Add +7.0% 614 $327K
SeaCrest Wealth Management, LLC 0.03% Add +2.4% 611 $325K
American Trust 0.02% Reduce -3.2% 610 $325K
GTS Securities LLC 0.02% Reduce -68.2% 609 $324K
Trust Point Inc. 0.02% Add +2.9% 606 $323K
Graves Light Lenhart Wealth, Inc. 0.04% No change 604 $322K
Legacies Wealth LLC 0.25% No change 603 $321K
Authentikos Wealth Advisory, LLC 0.32% New 600 $319K
Hamilton Capital, LLC 0.02% Add +8.9% 600 $319K
Veery Capital, LLC 0.12% Reduce -6.9% 595 $317K
Parcion Private Wealth LLC 0.02% No change 593 $316K
Liberty Square Wealth Partners LLC 0.11% — 577 $315K
Wealthstream Advisors, Inc. 0.06% Reduce -1.2% 587 $313K
Washington Capital Management, Inc. 0.25% No change 586 $312K
Wilkins Investment Counsel Inc. 0.05% Add +6.5% 586 $312K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 586 $312K
Cornerstone Wealth Group, LLC 0.03% Add +1.9% 585 $312K
Gallacher Capital Management LLC 0.15% Reduce -9.7% 585 $311K
Adero Partners, LLC 0.02% Add +9.6% 585 $311K
Syntegra Private Wealth Group, LLC 0.03% Add +0.2% 580 $309K
Aua Capital Management, LLC 0.20% No change 577 $307K
FWG Investments, LLC. 0.24% Reduce -14.9% 576 $307K
Childress Capital Advisors, LLC 0.09% Add +2.1% 575 $306K
Five Oceans Advisors 0.14% Add +0.7% 575 $306K
Nicolet Advisory Services, LLC 0.03% Add +0.3% 592 $305K
Cape Cod Five Cents Savings Bank 0.03% No change 646 $303K
JBF Capital, Inc. 0.05% Reduce -43.0% 570 $303K
Westmount Partners, LLC 0.09% No change 568 $302K
Delta Investment Management, LLC 0.06% Add +0.2% 568 $302K
Shelton Capital Management 0.01% No change 565 $301K
Institute for Wealth Management, LLC. 0.04% No change 564 $300K
HTLF Bank 0.03% No change 561 $299K
Princeton Global Asset Management LLC 0.06% No change 560 $298K
Apella Capital, LLC 0.01% Add +1.4% 558 $297K
Cascade Financial Partners, LLC 0.04% No change 553 $294K
Evoke Wealth, LLC 0.01% Add +26.0% 552 $294K
Mutual Advisors, LLC 0.01% Reduce -8.5% 537 $293K
Philadelphia Trust Co. 0.02% Reduce -2.5% 550 $293K
Cidel Asset Management Inc. 0.02% Reduce -10.0% 550 $293K
Jump Financial, LLC 0.01% Reduce -12.7% 549 $292K
B.O.S.S. Retirement Advisors, LLC 0.08% New 548 $292K
Concorde Asset Management, LLC 0.15% No change 548 $292K
Hobbs Group Advisors, LLC 0.11% No change 548 $292K
DRW Securities, LLC 0.02% New 545 $290K
Midland Wealth Advisors, LLC 0.02% Reduce -24.9% 544 $290K
Heritage Investment Group, Inc. 0.05% No change 543 $289K
Marcum Wealth, LLC 0.03% Reduce -2.9% 543 $289K
PFG Private Wealth Management, LLC 0.16% Reduce -7.2% 542 $289K
Walker Asset Management, LLC 0.18% Add +0.4% 542 $288K
Wealthstar Advisors, LLC 0.12% — 538 $286K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 530 $282K
Carlson Capital Management 0.01% New 530 $282K
Tufton Capital Management 0.05% No change 530 $282K
Perennial Investment Advisors, LLC 0.03% Reduce -0.2% 530 $282K
Jefferies Financial Group Inc. 0.00% Reduce -15.2% 526 $280K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.0% 524 $279K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -0.8% 522 $278K
Cornerstone Planning Group LLC 0.07% Add +0.2% 495 $278K
Cherry Tree Wealth Management, LLC 0.07% No change 521 $277K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 521 $277K
Gsa Capital Partners LLP 0.02% Reduce -51.3% 521 $277K
Baldwin Wealth Partners LLC 0.02% Reduce -59.7% 520 $277K
River Wealth Advisors LLC 0.04% Reduce -16.3% 519 $276K
Quadrature Capital Ltd 0.01% New 518 $276K
Abel Hall, LLC 0.18% Add +4.2% 517 $275K
Resonant Capital Advisors, LLC 0.02% Add +3.0% 514 $274K
KCM Investment Advisors LLC 0.01% No change 514 $274K
Avantax Planning Partners, Inc. 0.01% Reduce -0.6% 513 $273K
Chicago Partners Investment Group LLC 0.01% Add +21.1% 510 $273K
Natural Investments, LLC 0.08% — 512 $272K
Hemington Wealth Management 0.07% Add +5.1% 511 $272K
Simon Quick Advisors, LLC 0.02% Add +9.2% 510 $272K
Cerro Pacific Wealth Advisors LLC 0.09% Add +3.4% 576 $271K
Gilman Hill Asset Management, LLC 0.05% No change 505 $269K
Oldfather Financial Services, LLC 0.10% No change 503 $268K
Avior Wealth Management, LLC 0.01% Reduce -0.4% 501 $267K
Walleye Capital LLC 0.00% Reduce -67.0% 501 $267K
Brooks, Moore & Associates, Inc. 0.16% Reduce -16.7% 500 $266K
Van Cleef Asset Management,Inc 0.03% New 500 $266K
Moody National Bank Trust Division 0.03% Reduce -1.0% 500 $266K
Douglas Lane & Associates, LLC 0.00% Reduce -33.3% 500 $266K
Optimist Retirement Group LLC 0.13% Reduce -4.8% 499 $266K
Sunbeam Capital Management, LLC 0.25% — 499 $266K
Baker Tilly Wealth Management, LLC 0.10% Reduce -3.1% 497 $265K
GenTrust, LLC 0.01% Add +3.3% 496 $264K
Howard Financial Services, LTD. 0.04% New 493 $263K
denkapparat Operations GmbH 0.39% — 490 $261K
YHB Investment Advisors, Inc. 0.02% No change 488 $260K
Stock Yards Bank & Trust Co. 0.01% Reduce -27.4% 486 $259K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.7% 485 $258K
Caisse de depot et placement du Quebec 0.00% No change 485 $258K
Interchange Capital Partners, LLC 0.09% Reduce -3.4% 486 $258K
Platform Technology Partners 0.08% No change 482 $257K
ORG Partners LLC 0.04% Add +0.2% 481 $256K
Joel Isaacson & Co., LLC 0.01% No change 480 $256K
Confluence Investment Management LLC 0.00% No change 480 $256K
Dechtman Wealth Management, LLC 0.05% Add +0.2% 478 $255K
Paragon Private Wealth Management, LLC 0.12% Add +11.7% 478 $255K
Nwam LLC 0.02% Reduce -4.8% 478 $255K
Private Client Services, LLC 0.14% No change 476 $254K
Tortoise Investment Management, LLC 0.03% Add +1.5% 475 $253K
Rebalance, LLC 0.02% Reduce -2.7% 472 $251K
Alpha Family Trust 0.14% No change 470 $250K
Old National Bancorp 0.01% New 470 $250K
TCI Wealth Advisors, Inc. 0.02% No change 469 $250K
Horan Securities, Inc. 0.09% No change 469 $250K
Empower Advisory Group, LLC 0.00% Reduce -1.9% 465 $248K
Arete Wealth Advisors, LLC 0.02% New 463 $247K
Regimen Wealth, LLC 0.08% Add +0.4% 461 $245K
AlTi Global, Inc. 0.01% Add +1.6% 460 $245K
Bordeaux Wealth Advisors LLC 0.04% Add +1.1% 460 $245K
Crews Bank & Trust 0.04% — 458 $244K
Washington Trust Advisors, Inc. 0.02% Reduce -21.8% 457 $243K
Tiemann Investment Advisors, LLC 0.11% Reduce -3.2% 456 $243K
Family Firm, Inc. 0.05% Add +0.2% 455 $242K
Sigma Planning Corp 0.01% Add +0.9% 452 $241K
Legacy Financial Advisors, Inc. 0.04% Reduce -2.8% 451 $240K
Boyd Watterson Asset Management LLC 0.07% Reduce -0.9% 450 $240K
West Oak Capital, LLC 0.13% No change 450 $240K
Passumpsic Savings Bank 0.15% No change 450 $240K
Moors & Cabot, Inc. 0.01% Add +1.8% 450 $240K
Bar Harbor Wealth Management 0.02% No change 449 $239K
Quotient Wealth Partners, LLC 0.01% New 447 $238K
Abacus Planning Group, Inc. 0.04% Reduce -0.7% 445 $237K
Avidian Wealth Enterprises, LLC 0.01% New 443 $236K
Marathon Capital Management 0.06% No change 440 $234K
Weaver Consulting Group 0.07% No change 439 $234K
one8zero8, LLC 0.05% — 439 $234K
Croban 0.23% — 438 $233K
Wealthcare Advisory Partners LLC 0.01% Add +1.2% 437 $233K
CVA Family Office, LLC 0.04% Add +6.6% 435 $232K
Hanson & Doremus Investment Management 0.04% No change 433 $231K
Aureus Asset Management, LLC 0.01% No change 432 $230K
Intrua Financial, LLC 0.04% Reduce -14.5% 431 $230K
Orrstown Financial Services Inc. 0.06% Add +0.5% 430 $229K
Longboard Asset Management, LP 0.61% — 430 $229K
ICONIQ Capital, LLC 0.00% New 429 $228K
Strategic Blueprint, LLC 0.01% New 428 $228K
Independent Family Office, LLC 0.12% No change 428 $228K
Quadrant Private Wealth Management, LLC 0.06% New 426 $227K
Convergence Investment Partners, LLC 0.05% New 425 $226K
GHP Investment Advisors, Inc. 0.01% No change 421 $224K
Plancorp, LLC 0.01% New 421 $224K
Macroview Investment Management LLC 0.23% No change 420 $224K
Silvia McColl Wealth Management, LLC 0.17% New 418 $223K
Bridgefront Capital, LLC 0.07% New 416 $221K
Savvy Advisors, Inc. 0.03% New 415 $221K
Eagle Bay Advisors LLC 0.14% Reduce -0.9% 415 $221K
Harbor Investment Advisory, LLC 0.02% Add +9.9% 412 $219K
Capital Investment Advisors, LLC 0.00% New 412 $219K
Twelve Points Wealth Management LLC 0.06% New 409 $218K
Aviso Wealth Management 0.11% New 408 $217K
Amplius Wealth Advisors, LLC 0.02% New 406 $216K
Fisher Asset Management 0.00% New 402 $214K
Advus Financial Partners, LLC 0.06% New 402 $214K
Whalerock Point Partners, LLC 0.05% Reduce -41.5% 402 $214K
Roehl & Yi Investment Advisors, LLC 0.12% — 401 $214K
E&G Advisors, LLC 0.06% New 400 $213K
Mengis Capital Management, Inc. 0.04% New 400 $213K
Alpine Woods Capital Investors, LLC 0.04% No change 400 $213K
White Lighthouse Investment Management Inc. 0.04% New 400 $213K
D. E. Shaw & Co. 0.00% Reduce -94.8% 400 $213K
Blue Barn Wealth, LLC 0.11% New 398 $212K
Annex Advisory Services, LLC 0.01% Reduce -19.4% 398 $212K
South Plains Financial, Inc. 0.16% — 396 $211K
Navellier & Associates Inc. 0.03% Reduce -35.9% 394 $210K
Morningstar Investment Management LLC 0.02% New 393 $209K
Riverview Trust Co 0.19% No change 392 $209K
U.S. Capital Wealth Advisors, LLC 0.01% New 391 $208K
Wimmer Associates 1, LLC 0.10% New 390 $208K
Means Investment Co., Inc. 0.02% New 389 $207K
Aberdeen Wealth Management LLC 0.14% New 386 $206K
Cable Hill Partners, LLC 0.02% New 385 $205K
Acropolis Investment Management, LLC 0.01% No change 384 $204K
Sentry Investment Management LLC 0.10% Reduce -14.1% 384 $204K
CWA Asset Management Group, LLC 0.01% New 383 $204K
Cobblestone Capital Advisors LLC 0.01% New 383 $204K
Allegheny Financial Group 0.05% New 376 $201K
State of Wyoming 0.03% Reduce -11.0% 371 $198K
Creative Financial Designs Inc. 0.02% No change 362 $193K
Transce3nd, LLC 0.07% — 361 $192K
Webster Bank, N. A. 0.02% No change 359 $191K
Geneos Wealth Management Inc. 0.01% Reduce -1.7% 348 $185K
United Community Bank 0.07% Reduce -1.4% 341 $182K
Financial Perspectives, Inc 0.06% Add +146.0% 337 $180K
Stance Capital LLC 0.11% — 336 $179K
USA Financial Formulas 0.03% New 336 $179K
2UniFi Bank 0.12% — 330 $176K
CoreFirst Bank & Trust 0.10% No change 317 $169K
Ostrum Asset Management 0.01% Reduce -3.4% 312 $166K
North Star Investment Management Corp. 0.01% No change 307 $163K
Field & Main Bank 0.06% No change 305 $162K
NBT Bank, N.A. 0.01% No change 290 $154K
Westpac Banking Corp. 0.01% No change 290 $154K
Capital A Wealth Management, LLC 0.25% — 283 $151K
Group One Trading LLC 0.01% New 278 $148K
Centaurus Financial, Inc. 0.01% Reduce -1.4% 276 $147K
Cromwell Holdings LLC 0.08% No change 273 $145K
Lee Danner & Bass Inc. 0.01% New 271 $144K
Anchor Investment Management, LLC 0.01% No change 270 $144K
Armstrong Advisory Group, Inc. 0.01% No change 265 $141K
Kozak & Associates, Inc. 0.03% Add +0.4% 262 $140K
Breakwater Investment Management 0.06% No change 261 $139K
McIlrath & Eck, LLC 0.02% No change 261 $139K
Icon Wealth Advisors, LLC 0.01% No change 261 $139K
Allianz SE 0.00% No change 260 $138K
Hamilton Capital Partners Inc. 0.01% Reduce -40.4% 258 $137K
Heritage Wealth Advisors 0.01% Add +1.2% 257 $137K
Coston, McIsaac & Partners 0.04% No change 252 $134K
Raleigh Capital Management Inc. 0.05% Reduce -5.3% 251 $134K
Old Second National Bank of Aurora 0.03% Add +0.8% 247 $132K
GW&K Investment Management, LLC 0.00% Add +0.4% 234 $125K
Mendota Financial Group, LLC 0.08% New 232 $124K
1620 Investment Advisors, Inc. 0.09% No change 220 $117K
Pinnacle Bancorp, Inc. 0.04% No change 211 $112K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 205 $109K
Motco 0.01% No change 205 $109K
Kimelman & Baird, LLC 0.01% Reduce -28.6% 200 $106K
Venturi Wealth Management, LLC 0.01% Add +1.0% 196 $104K
Hexagon Capital Partners LLC 0.02% Reduce -8.0% 195 $104K
Kapitalo Investimentos Ltda 0.07% New 193 $103K
Security National Bank 0.01% No change 191 $102K
AlphaQuest LLC 0.01% Reduce -96.9% 187 $100K
Montag A & Associates Inc. 0.00% No change 186 $99K
Flagship Wealth Advisors, LLC 0.06% — 185 $99K
Laurel Wealth Advisors LLC 0.01% No change 176 $94K
Global Financial Private Client, LLC 0.03% Add +2.4% 172 $92K
Estabrook Capital Management 0.01% Reduce -83.6% 170 $91K
American National Bank & Trust 0.01% Add +58.5% 168 $89K
Resources Management Corp. /CT/ 0.01% No change 165 $88K
Hopwood Financial Services, Inc. 0.07% — 165 $88K
Exchange Traded Concepts, LLC 0.00% Reduce -27.9% 165 $88K
Tobam 0.03% Reduce -8.1% 159 $85K
Fortitude Family Office, LLC 0.03% No change 159 $85K
Morton Brown Family Wealth, LLC 0.03% No change 159 $85K
Tompkins Financial Corp. 0.01% No change 159 $85K
Eisler Capital Management Ltd. 0.00% — 156 $83K
High Note Wealth, LLC 0.02% New 155 $83K
West Branch Capital LLC 0.03% No change 153 $81K
Asset Dedication, LLC 0.01% Reduce -13.1% 153 $81K
Silvant Capital Management LLC 0.00% No change 152 $81K
WASHINGTON TRUST Co 0.00% No change 150 $80K
Evermay Wealth Management LLC 0.01% No change 148 $79K
WR Wealth Planners, LLC 0.03% Add +23.7% 146 $78K
Itau Unibanco Holding S.A. 0.00% Add +476.0% 144 $77K
Versant Capital Management, Inc 0.02% Add +240.5% 143 $76K
Iron Horse Wealth Management, LLC 0.02% No change 138 $74K
First Financial Corp. 0.03% No change 138 $73K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -30.3% 138 $73K
Oarsman Capital, Inc. 0.01% Reduce -29.4% 137 $73K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 135 $72K
CoreCap Advisors, LLC 0.00% Add +1.5% 133 $71K
Westend Capital Management, LLC 0.02% No change 129 $69K
Ameriflex Group, Inc. 0.03% — 125 $68K
West Paces Advisors Inc. 0.02% No change 126 $67K
Battery Global Advisors, LLC 0.03% No change 119 $63K
JFS Wealth Advisors, LLC 0.00% Reduce -11.8% 112 $60K
Byrne Asset Management LLC 0.05% Reduce -15.3% 111 $59K
Clean Yield Group 0.02% No change 110 $59K
Friedenthal Financial 0.03% New 108 $58K
Trifecta Capital Advisors, LLC 0.01% Reduce -23.9% 105 $56K
Lowe Wealth Advisors, LLC 0.02% No change 100 $53K
Delta Asset Management LLC 0.00% No change 100 $53K
Covestor Ltd 0.03% Reduce -14.7% 93 $50K
Bell Investment Advisors, Inc 0.01% No change 91 $48K
WPG Advisers, LLC 0.04% — 91 $48K
Promus Capital, LLC 0.04% — 88 $47K
Millstone Evans Group, LLC 0.03% — 88 $47K
Ofi Invest Asset Management 0.00% — 91 $47K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -3.3% 87 $46K
Quarry LP 0.01% Add +148.6% 87 $46K
Albion Financial Group 0.00% New 87 $46K
Abound Wealth Management 0.01% No change 83 $44K
Wintrust Investments LLC 0.04% Add +26.1% 82 $44K
Twin Lakes Capital Management, LLC 0.03% No change 80 $43K
SBI Securities Co., Ltd. 0.00% — 80 $43K
Adirondack Trust Co. 0.02% No change 79 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -34.5% 72 $38K
Golden State Wealth Management, LLC 0.01% — 71 $38K
Arax Advisory Partners 0.00% Add +40.0% 70 $37K
Piscataqua Savings Bank 0.03% No change 70 $37K
Roble, Belko & Company, Inc 0.01% No change 69 $37K
Country Trust Bank 0.00% No change 69 $37K
Clearstead Trust, LLC 0.01% No change 68 $36K
Sound Income Strategies, LLC 0.00% New 67 $36K
AdvisorNet Financial, Inc 0.00% No change 67 $36K
Oakworth Capital, Inc. 0.00% No change 67 $36K
Mascoma Wealth Management LLC 0.01% No change 66 $35K
Bangor Savings Bank 0.00% Reduce -22.2% 63 $34K
Key Financial Inc 0.01% No change 61 $32K
Accordant Advisory Group Inc 0.03% No change 60 $32K
Holos Integrated Wealth LLC 0.02% — 60 $32K
Valued Wealth Advisors LLC 0.02% Add +18.4% 58 $31K
Westside Investment Management, Inc. 0.01% No change 58 $31K
DiNuzzo Private Wealth, Inc. 0.00% No change 58 $31K
Bank & Trust Co 0.03% Reduce -14.9% 57 $30K
Wingate Wealth Advisors, Inc. 0.03% — 56 $30K
Creative Capital Management Investments LLC 0.01% No change 56 $30K
Mechanics Financial Corp 0.01% No change 55 $29K
Whipplewood Advisors, LLC 0.02% — 53 $28K
Rialto Wealth Management, LLC 0.01% — 52 $28K
Financial Management Professionals, Inc. 0.00% Add +2.0% 52 $28K
Physician Wealth Advisors, Inc. 0.00% New 51 $27K
Wolff Wiese Magana LLC 0.02% No change 50 $27K
PFS Partners, LLC 0.01% No change 50 $27K
Mizuho Bank, Ltd. 0.01% Reduce -64.3% 50 $27K
TCTC Holdings, LLC 0.00% New 49 $26K
Hantz Financial Services, Inc. 0.00% No change 48 $26K
Founders Capital Management 0.02% No change 48 $26K
University of Texas/Texas Am Investment Management Co. 0.00% New 48 $26K
Solstein Capital, LLC 0.01% No change 46 $24K
MCF Advisors LLC 0.00% No change 46 $24K
Toth Financial Advisory Corp. 0.00% No change 45 $24K
Financial Freedom, LLC 0.01% Reduce -48.9% 45 $24K
Cassady Schiller Wealth Management, LLC 0.01% Add +12.5% 45 $24K
Sierra Ocean, LLC 0.02% — 42 $22K
REAP Financial Group, LLC 0.01% Add +5.0% 42 $22K
Copia Wealth Management 0.02% — 40 $21K
Financial Life Planners 0.02% — 40 $21K
TFC Financial Management, Inc. 0.00% Add +254.6% 39 $21K
Center for Financial Planning, Inc. 0.00% Add +200.0% 39 $21K
Rise Advisors, LLC 0.01% No change 37 $20K
Rogco, LP 0.01% No change 37 $20K
Continuum Advisory, LLC 0.00% Add +27.6% 37 $20K
New Millennium Group LLC 0.01% Add +9.4% 35 $19K
Reyes Financial Architecture, Inc. 0.01% — 35 $19K
Hager Investment Management Services, LLC 0.01% — 35 $19K
Birchbrook, Inc. 0.01% Reduce -43.3% 34 $18K
Raffa Wealth Management, LLC 0.00% Reduce -8.3% 33 $18K
Strategic Investment Solutions, Inc. 0.01% No change 33 $17K
Prestige Wealth Management Group LLC 0.00% No change 32 $17K
Meeder Asset Management Inc. 0.00% Reduce -5.9% 32 $17K
FSA Wealth Management LLC 0.01% No change 30 $16K
FWL Investment Management, LLC 0.01% Reduce -21.1% 30 $16K
Banque Transatlantique SA 0.00% — 30 $16K
Main Street Group, LTD 0.01% No change 28 $15K
Montag & Caldwell, LLC 0.00% New 27 $14K
Zions Bancorporation, N.A. 0.00% Reduce -76.3% 27 $14K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 25 $14K
JNBA Financial Advisors 0.00% No change 26 $14K
Salomon & Ludwin, LLC 0.00% No change 26 $14K
Caitong International Asset Management Co., Ltd 0.01% — 25 $13K
Synergy Investment Management, LLC 0.01% — 25 $13K
Nemes Rush Group LLC 0.00% New 25 $13K
Carolinas Wealth Consulting LLC 0.00% Add +56.3% 25 $13K
Bruce G. Allen Investments, LLC 0.01% Reduce -4.0% 24 $13K
Operose Advisors LLC 0.00% No change 24 $13K
GPS Wealth Strategies Group, LLC 0.00% No change 22 $12K
Dunhill Financial, LLC 0.01% Add +37.5% 22 $12K
Sachetta, LLC 0.00% Add +31.3% 21 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 21 $11K
Beacon Capital Management, LLC 0.00% No change 21 $11K
Cedar Wealth Management, LLC 0.00% No change 20 $11K
Indiana Trust & Investment Management Co 0.00% New 20 $11K
Coppell Advisory Solutions LLC 0.00% No change 20 $11K
Atala Financial Inc 0.01% — 19 $10K
Capital Advisors, Ltd. LLC 0.00% No change 18 $10K
Glen Eagle Advisors, LLC 0.00% No change 18 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 18 $10K
Sittner & Nelson, LLC 0.00% No change 17 $9K
City State Bank 0.00% No change 17 $9K
Avion Wealth 0.00% Add +6.7% 16 $8K
Silicon Valley Capital Partners 0.00% No change 15 $8K
Catherine Avery Investment Management LLC 0.01% — 14 $7K
SouthState Bank Corp 0.00% No change 14 $7K
Highline Wealth Partners LLC 0.00% Add +30.0% 13 $7K
SJS Investment Consulting Inc. 0.00% Reduce -35.0% 13 $7K
Fairman Group, LLC 0.01% No change 12 $6K
Atlas Capital Advisors Inc. 0.00% No change 12 $6K
Sandy Spring Bank 0.00% New 12 $6K
NFSG Corp 0.00% Reduce -56.0% 11 $6K
Godsey & Gibb, Inc. 0.00% No change 11 $6K
Stonebridge Financial Group, LLC 0.00% — 11 $6K
Frazier Financial Advisors, LLC 0.00% Reduce -35.3% 11 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 10 $5K
Caitlin John, LLC 0.00% No change 9 $5K
TD Capital Management LLC 0.00% No change 9 $5K
Financial Network Wealth Advisors LLC 0.01% Reduce -77.5% 9 $5K
Granite FO LLC 0.00% No change 9 $5K
True Wealth Design, LLC 0.00% New 9 $5K
Vision Financial Markets LLC 0.00% — 9 $4K
Noble Wealth Management PBC 0.00% — 8 $4K
Sanctuary Wealth Management, L.L.C. 0.00% No change 8 $4K
Darwin Wealth Management, LLC 0.00% Reduce -12.5% 7 $4K
Strengthening Families & Communities, LLC 0.00% No change 7 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $4K
WealthTrak Capital Management LLC 0.00% — 7 $4K
Union Savings Bank 0.00% No change 7 $4K
Accredited Wealth Management, LLC 0.00% — 6 $3K
Clark Wealth Partners 0.00% — 6 $3K
Winch Advisory Services, LLC 0.00% Reduce -68.8% 5 $3K
Aspect Partners, LLC 0.00% No change 5 $3K
NewSquare Capital LLC 0.00% Add +400.0% 5 $3K
Cape Investment Advisory, Inc. 0.00% No change 4 $2K
Talon Private Wealth, LLC 0.00% No change 4 $2K
HHM Wealth Advisors, LLC 0.00% New 4 $2K
Addison Advisors LLC 0.00% Reduce -75.0% 3 $2K
Signature Resources Capital Management, LLC 0.00% No change 3 $2K
Parkworth Wealth Management, Inc. 0.00% — 3 $2K
BankPlus Trust Department 0.00% — 3 $2K
Rosenberg Matthew Hamilton 0.00% No change 3 $2K
Core Alternative Capital 0.00% Add +50.0% 3 $2K
Bogart Wealth, LLC 0.00% New 3 $2K
IAG Wealth Partners, LLC 0.00% No change 3 $1K
PEAK6 LLC 0.00% — 3 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 2 $1K
Measured Risk Portfolios, Inc. 0.00% — 2 $1K
Principia Wealth Advisory, LLC 0.00% — 2 $1K
Nvwm, LLC 0.00% No change 2 $1K
Ruedi Wealth Management, Inc. 0.00% No change 2 $1K
BOK Financial Private Wealth, Inc. 0.00% New 2 $1K
WestEnd Advisors, LLC 0.00% No change 2 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 2 $1K
Winnacle Wealth LLC 0.00% — 2 $1K
Lanark Financial, Inc. 0.07% — 1 $797
Redwood Park Advisors LLC 0.00% — 1 $533
Private Wealth Management Group, LLC 0.00% No change 1 $533
Chesapeake Asset Management LLC 0.00% No change 1 $532
JDM Financial Group LLC 0.00% No change 1 $532
Kohmann Bosshard Financial Services, LLC 0.00% New 1 $532
Y.D. More Investments Ltd 0.00% Add +120.0% 121 $177
Wood Tarver Financial Group, LLC 0.00% — 1 $0

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