Ameriprise FinancialAMP

13F holders, Q1 2025 (March 31)
1,370holders −22
94new positions
111sold out
8famous investors
$483.57avg. 13F price*

At the end of Q1 2025, 1,370 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, down 22 from Q4 2024. 94 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($4.6B) and JPMorgan Chase & Co. ($2.8B). 8 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions94$111.2M
Exits111$100.4M

All 13F filers, Q4 2024 → Q1 2025: 4,312,412 shares bought and 3,850,213 shares sold, net +462,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,370 holders

Vanguard Group Inc. 0.11% Reduce -0.3% 12,320,875 $6.0B
BlackRock, Inc. 0.10% Add +3.5% 9,437,690 $4.6B
JPMorgan Chase & Co. 0.22% Add +21.3% 5,824,915 $2.8B
State Street Corp. 0.09% Add +0.1% 4,486,322 $2.2B
Aristotle Capital Management, LLC 3.05% Reduce -2.5% 3,163,757 $1.5B
Geode Capital Management, LLC 0.11% Add +4.7% 2,770,844 $1.3B
Morgan Stanley 0.08% Add +1.5% 2,286,805 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% Add +55.0% 2,244,788 $1.1B
UBS Group AG 0.15% Reduce -5.7% 1,364,945 $660.8M
Norges Bank 0.09% Reduce -0.7% 1,286,225 $622.7M
Northern Trust Corp. 0.09% Reduce -2.5% 1,236,931 $598.8M
Goldman Sachs Group Inc. 0.11% Add +26.4% 1,185,703 $574.0M
Boston Partners 0.67% Reduce -16.1% 1,144,376 $554.0M
Dimensional Fund Advisors LP 0.13% Reduce -6.1% 1,089,548 $527.4M
Nuveen, LLC 0.14% — 969,478 $469.3M
Bank of New York Mellon Corp 0.09% Reduce -1.8% 905,037 $438.1M
FMR LLC 0.03% Reduce -15.2% 835,957 $404.7M
Deutsche Bank AG 0.16% Reduce -5.3% 820,269 $397.1M
Invesco Ltd. 0.07% Reduce -7.3% 814,338 $394.2M
Lyrical Asset Management LP 5.79% Reduce -2.4% 787,360 $381.2M
Bank of America Corp. 0.03% Add +4.5% 747,873 $362.1M
Royal Bank of Canada 0.08% Add +1.1% 733,036 $354.9M
Envestnet Asset Management Inc. 0.10% Reduce -1.9% 645,972 $312.7M
Federated Hermes, Inc. 0.64% Add +17.9% 610,322 $295.5M
Legal & General Group Plc 0.08% Add +6.5% 604,793 $292.8M
Charles Schwab Investment Management Inc. 0.05% Reduce -0.1% 601,966 $291.4M
First Trust Advisors LP 0.24% Add +23.4% 563,334 $272.7M
TD Asset Management Inc 0.22% Reduce -19.2% 498,250 $241.2M
Beutel, Goodman & Co Ltd. 1.35% Add +0.4% 483,097 $233.9M
Amundi 0.08% Reduce -23.5% 491,166 $223.9M
Robeco Institutional Asset Management B.V. 0.41% Add +5.1% 438,596 $212.3M
Epoch Investment Partners, Inc. 1.09% Reduce -10.4% 433,847 $210.0M
AQR Capital Management 0.21% Add +78.6% 430,767 $202.9M
Thrivent Financial for Lutherans 0.45% Reduce -0.6% 410,214 $198.8M
LSV Asset Management 0.45% Reduce -34.2% 386,940 $187.3M
HSBC Holdings PLC 0.12% Add +1.5% 378,274 $182.8M
PNC Financial Services Group, Inc. 0.09% Reduce -1.4% 364,921 $176.7M
Maj Invest Holding A/S 5.83% Reduce -5.4% 333,109 $161.3M
T. Rowe Price Associates Inc. 0.02% Add +3.3% 331,755 $160.6M
Agf Management Ltd. 0.81% Reduce -18.6% 313,966 $152.0M
CIBC Private Wealth Group LLC 0.31% Add +0.6% 340,124 $144.9M
TrinityBridge Ltd 4.11% Reduce -9.8% 295,447 $143.1M
Silvercrest Asset Management Group LLC 0.99% Reduce -17.9% 286,900 $138.9M
Principal Financial Group Inc. 0.07% Reduce -8.3% 268,217 $129.8M
Franklin Resources Inc. 0.04% Add +1.7% 256,551 $124.2M
Barclays PLC 0.05% Add +14.4% 249,168 $120.6M
Swedbank AB 0.16% Reduce -0.1% 247,139 $119.6M
Axiom Investors LLC 1.14% Reduce -4.0% 245,866 $119.0M
American Century Companies Inc. 0.07% Add +14.4% 242,769 $117.5M
Massachusetts Financial Services Co. 0.04% Add +3.5% 242,445 $117.4M
Bank of Montreal 0.06% Reduce -15.9% 241,934 $117.1M
National Pension Service 0.11% Add +5.8% 238,451 $115.4M
Sei Investments Co. 0.15% Reduce -3.8% 235,953 $114.2M
Sterling Capital Management LLC 1.74% Reduce -5.7% 231,696 $112.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -1.3% 219,026 $106.0M
Rhumbline Advisers 0.10% Add +1.6% 214,360 $103.8M
Canada Pension Plan Investment Board 0.10% Add +3.1% 208,780 $101.1M
Raymond James Financial Inc. 0.04% Reduce -2.5% 198,814 $96.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +3.1% 194,007 $93.9M
Victory Capital Management Inc. 0.09% Reduce -6.7% 187,828 $90.9M
Qube Research & Technologies Ltd 0.14% Add +43.6% 186,629 $90.3M
Lord, Abbett & Co. LLC 0.33% Reduce -37.5% 179,757 $87.0M
Welch & Forbes LLC 1.13% Reduce -0.8% 178,531 $86.4M
California Public Employees Retirement System 0.06% Reduce -0.2% 175,730 $85.1M
Captrust Financial Advisors 0.21% Add +6.8% 169,965 $82.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +9.5% 169,807 $82.2M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +75.7% 166,947 $80.8M
Brown Advisory Inc. 0.11% Reduce -42.4% 159,111 $77.0M
AXA S.A. 0.25% Add +7.9% 157,407 $76.2M
Truist Financial Corp. 0.12% Reduce -5.3% 150,742 $73.0M
Wells Fargo & Company 0.02% Add +1.7% 149,106 $72.2M
California State Teachers Retirement System 0.08% Reduce -0.9% 140,376 $68.0M
Russell Investments Group, Ltd. 0.09% Add +8.1% 137,265 $66.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -35.4% 136,203 $65.9M
Citigroup Inc. 0.05% Add +64.4% 134,726 $65.2M
Alliancebernstein L.P. 0.02% Reduce -1.9% 134,121 $64.9M
KBC Group NV 0.20% Reduce -0.9% 134,038 $64.9M
BNP Paribas Financial Markets 0.05% Reduce -29.7% 133,272 $64.5M
Natixis Advisors, LLC 0.11% Add +2.9% 128,291 $62.1M
TCW Group Inc. 0.52% Reduce -7.7% 120,802 $58.5M
Voya Investment Management LLC 0.07% Add +4.0% 110,989 $53.7M
Ossiam 0.74% Add +279.3% 109,800 $53.2M
Financial Counselors Inc. 0.79% Reduce -12.5% 107,141 $51.9M
Bridgewater Associates 0.23% Add +80.7% 101,188 $49.0M
CANADA LIFE ASSURANCE Co 0.09% Reduce -2.3% 100,639 $48.8M
Todd Asset Management LLC 1.15% Reduce -0.0% 100,750 $48.8M
Worldquant Millennium Advisors LLC 0.31% Reduce -11.8% 100,462 $48.6M
State Board of Administration of Florida Retirement System 0.09% No change 96,924 $46.9M
Danske Bank A/S 0.14% Add +18.6% 95,530 $46.2M
Korea Investment CORP 0.11% Add +11.2% 94,677 $45.8M
US Bancorp \de 0.06% Reduce -1.7% 93,981 $45.5M
New York State Teachers Retirement System 0.10% Reduce -4.7% 90,972 $44.0M
MML Investors Services, LLC 0.14% Add +2.7% 89,329 $43.2M
National Bank of Canada 0.05% Add +46.7% 87,739 $42.5M
BI Asset Management Fondsmaeglerselskab A/S 0.46% Reduce -10.3% 84,241 $40.8M
Moran Wealth Management, LLC 1.32% Reduce -0.8% 80,796 $39.1M
Stifel Financial Corp. 0.04% Reduce -0.7% 77,568 $37.6M
Rockefeller Capital Management L.P. 0.09% Add +3.6% 77,374 $37.5M
Atwood & Palmer Inc. 2.59% Reduce -2.9% 77,079 $37.3M
Credit Agricole S A 0.14% Reduce -7.6% 76,730 $37.1M
Zacks Investment Management 0.34% Add +2.9% 74,320 $36.0M
Woodline Partners LP 0.23% New 73,531 $35.6M
Smith Group Asset Management, LLC 2.62% Add +3.1% 72,083 $34.9M
Candriam S.C.A. 0.22% Reduce -33.0% 71,004 $34.4M
Pictet Asset Management Holding SA 0.04% Add +8.3% 70,888 $34.3M
LPL Financial LLC 0.01% Reduce -1.4% 70,655 $34.2M
MassMutual Private Wealth & Trust, FSB 0.98% Reduce -4.9% 70,158 $34.0M
Teachers Retirement System of the State of Kentucky 0.31% Reduce -14.1% 69,978 $33.9M
Cerity Partners LLC 0.07% Add +0.8% 69,629 $33.7M
Capital World Investors 0.01% Add +2.0% 69,394 $33.6M
Lazard Asset Management LLC 0.06% Add +325.1% 68,986 $33.4M
Aviva PLC 0.08% Add +16.0% 68,723 $33.3M
Wedge Capital Management L L P 0.64% Reduce -2.5% 68,610 $33.2M
Treasurer of the State of North Carolina 0.13% Add +2.1% 66,011 $32.0M
State of Wisconsin Investment Board 0.08% Add +8.8% 65,416 $31.7M
Schroder Investment Management Group 0.03% Reduce -16.6% 65,239 $31.5M
Aware Super Pty Ltd as trustee of Aware Super 0.53% Add +1.1% 64,849 $31.4M
Aberdeen Group plc 0.06% Reduce -30.6% 63,633 $30.5M
Prudential Financial Inc. 0.04% Reduce -5.6% 62,067 $30.0M
J. Safra Sarasin Holding AG 0.54% Reduce -6.3% 61,787 $29.9M
Voloridge Investment Management, LLC 0.11% Reduce -28.9% 61,487 $29.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -37.3% 60,756 $29.4M
Ferguson Wellman Capital Management, Inc. 0.56% Reduce -0.3% 59,767 $28.9M
Aristotle Atlantic Partners, LLC 0.97% Add +6.3% 59,496 $28.8M
DekaBank Deutsche Girozentrale 0.06% Add +1.4% 59,400 $28.4M
Vest Financial, LLC 0.44% New 58,131 $28.1M
Brandywine Global Investment Management, LLC 0.20% Add +6.5% 58,002 $28.1M
Allianz Asset Management GmbH 0.04% Add +23.7% 57,196 $27.7M
Alley Investment Management Company, LLC 3.43% Add +0.1% 56,474 $27.3M
Storebrand Asset Management As 0.09% Add +3.6% 55,267 $26.8M
Citadel Advisors 0.03% Add +66.3% 54,484 $26.4M
Keybank National Association 0.11% Reduce -4.8% 54,351 $26.3M
Toronto Dominion Bank 0.07% Reduce -3.5% 53,813 $26.1M
New York State Common Retirement Fund 0.04% Reduce -4.1% 53,013 $25.7M
Man Group plc 0.08% Add +19.9% 52,403 $25.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% — 51,928 $25.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -14.4% 51,758 $25.1M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.8% 50,745 $24.6M
Nisa Investment Advisors, LLC 0.12% Reduce -3.6% 50,641 $24.5M
Calamos Advisors LLC 0.17% Add +1.1% 49,684 $24.1M
Commonwealth Equity Services, LLC 0.03% Add +7.9% 49,501 $24.0M
Nissay Asset Management Corp. /Japan 0.15% Reduce -41.2% 49,088 $23.8M
NorthCoast Asset Management LLC 0.12% Reduce -5.1% 48,965 $23.7M
PhiloSmith Capital Corp 6.50% No change 48,850 $23.6M
APG Asset Management N.V. 0.07% Reduce -2.3% 52,200 $23.4M
Associated Banc-Corp 0.71% Reduce -0.5% 48,219 $23.3M
Royal London Asset Management Ltd. 0.05% Add +8.2% 47,373 $22.9M
Argent Capital Management LLC 0.69% Reduce -3.8% 46,617 $22.6M
Millennium Management 0.02% Reduce -34.8% 45,712 $22.1M
State of Tennessee, Department of Treasury 0.08% Reduce -1.6% 45,324 $21.9M
HighTower Advisors, LLC 0.03% Add +0.8% 45,243 $21.9M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -49.6% 44,768 $21.7M
Applied Finance Capital Management, LLC 1.59% Reduce -53.6% 44,653 $21.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -38.7% 44,283 $21.4M
Neuberger Berman Group LLC 0.02% Add +10.5% 43,619 $21.1M
Asset Management One Co., Ltd. 0.07% Add +6.3% 42,559 $20.6M
Public Employees Retirement System of Ohio 0.07% Add +5.8% 42,029 $20.3M
Basswood Capital Management, L.L.C. 1.14% No change 41,930 $20.3M
Foundry Partners, LLC 1.07% Reduce -5.6% 41,911 $20.3M
Nomura Asset Management Co. Ltd. 0.06% Add +2.6% 41,614 $20.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -29.1% 41,135 $20.1M
M&T Bank Corp 0.07% Reduce -8.0% 39,886 $19.3M
Boston Common Asset Management, LLC 0.58% Add +32.0% 39,615 $19.2M
Comerica Bank 0.08% Reduce -9.0% 39,015 $18.9M
AustralianSuper Pty Ltd 0.11% Reduce -85.0% 38,477 $18.6M
Cetera Investment Advisers 0.04% Add +4.6% 38,275 $18.5M
Pinebridge Investments, L.P. 0.15% Add +28.6% 38,157 $18.5M
Greatmark Investment Partners, Inc. 2.50% Add +1.6% 37,848 $18.3M
Cohen Klingenstein LLC 0.66% No change 37,723 $18.3M
Teacher Retirement System of Texas 0.08% Add +138.7% 37,449 $18.1M
Erste Asset Management GmbH 0.23% Reduce -2.9% 37,056 $18.0M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -7.0% 36,954 $17.9M
Mediolanum International Funds Ltd 0.25% Add +1.5% 36,716 $17.7M
Copeland Capital Management, LLC 0.35% Reduce -2.3% 36,396 $17.6M
Tredje AP-fonden 0.16% No change 35,819 $17.3M
Glenmede Trust Co. NA 0.09% Reduce -2.1% 35,732 $17.3M
Lowe Brockenbrough & Co. Inc. 1.11% Reduce -3.1% 34,778 $16.8M
Mariner, LLC 0.03% Add +11.7% 34,288 $16.6M
State of Alaska, Department of Revenue 0.19% Reduce -18.6% 34,234 $16.6M
Nordea Investment Management AB 0.02% Reduce -4.0% 34,657 $16.5M
Bragg Financial Advisors, Inc 0.67% Reduce -1.6% 33,872 $16.4M
Forsta Ap-Fonden 0.12% Reduce -2.3% 33,700 $16.3M
KLP Kapitalforvaltning As 0.08% No change 33,419 $16.2M
PGGM Investments 0.21% No change 32,237 $15.6M
Resona Asset Management Co.,Ltd. 0.09% Add +7.0% 32,209 $15.6M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -51.2% 32,127 $15.6M
State of New Jersey Common Pension Fund D 0.07% Reduce -10.6% 31,935 $15.5M
Farmers & Merchants Investments Inc. 0.49% Reduce -1.4% 31,742 $15.4M
Rafferty Asset Management, LLC 0.07% Reduce -7.8% 31,539 $15.3M
Capital Fund Management S.A. 0.19% Add +10.8% 31,052 $15.0M
Jefferies Financial Group Inc. 0.27% Add +5703.4% 30,526 $14.8M
Dividend Assets Capital, LLC 2.77% Reduce -13.2% 30,251 $14.6M
Abn Amro Investment Solutions 0.30% Reduce -0.9% 29,858 $14.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +23.4% 29,496 $14.3M
Bank of Nova Scotia 0.03% Add +93.9% 29,096 $14.1M
MetLife Investment Management, LLC 0.08% Reduce -2.7% 28,805 $13.9M
Marshall Wace, LLP 0.02% Add +342.9% 28,800 $13.9M
O'shaughnessy Asset Management, LLC 0.11% Add +5.5% 28,745 $13.9M
Arizona State Retirement System 0.09% Add +1.2% 28,471 $13.8M
State of Michigan Retirement System 0.08% Reduce -1.1% 28,278 $13.7M
Nippon Life Global Investors Americas, Inc. 0.67% Reduce -0.3% 28,030 $13.6M
Mairs & Power Inc. 0.14% Reduce -1.9% 27,633 $13.4M
Janney Montgomery Scott LLC 0.04% Add +3.5% 27,235 $13.2M
Macquarie Group Ltd. 0.02% Add +4.8% 27,134 $13.1M
DAVENPORT & Co LLC 0.08% Add +13.4% 27,045 $13.1M
Mutual of America Capital Management LLC 0.15% Reduce -2.3% 26,889 $13.0M
Corebridge Financial, Inc. 0.07% Reduce -4.8% 26,751 $13.0M
Tokio Marine Asset Management Co. Ltd. 0.47% Reduce -11.5% 26,659 $12.9M
Creative Planning 0.01% Add +11.9% 26,410 $12.8M
Cambria Investment Management, L.P. 0.89% Reduce -9.2% 26,244 $12.7M
Novare Capital Management LLC 1.11% Reduce -2.1% 26,226 $12.7M
Handelsbanken Fonder AB 0.05% Add +0.1% 26,204 $12.7M
Punch & Associates Investment Management, Inc. 0.84% Reduce -0.4% 26,159 $12.7M
Sienna Gestion 1.02% Reduce -10.5% 26,816 $12.6M
ProShare Advisors LLC 0.03% Add +24.0% 25,796 $12.5M
Public Sector Pension Investment Board 0.05% Reduce -54.5% 25,771 $12.5M
Payden & Rygel 1.06% Reduce -28.8% 25,500 $12.3M
Achmea Investment Management B.V. 0.18% Add +2.6% 25,168 $12.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.1% 24,902 $12.1M
Mercer Global Advisors Inc. 0.03% Add +1.7% 24,607 $11.9M
Verity & Verity, LLC 1.04% Add +1.0% 24,390 $11.8M
Corient Private Wealth LP 0.02% Reduce -1.1% 23,947 $11.6M
QRG Capital Management, Inc. 0.12% Reduce -1.0% 23,875 $11.6M
Fisher Funds Management LTD 0.28% No change 23,748 $11.5M
Asset Advisors Investment Management, LLC 1.20% Reduce -0.2% 23,632 $11.4M
Van Eck Associates Corp. 0.01% Add +1.9% 22,966 $11.1M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -10.1% 22,844 $11.1M
Ascent Wealth Partners, LLC 1.48% Add +1.4% 22,832 $11.1M
Osaic Holdings, Inc. 0.02% Reduce -29.0% 22,098 $10.7M
Czech National Bank 0.10% Add +5.0% 22,095 $10.7M
Xponance LLC 0.10% Reduce -15.3% 22,082 $10.7M
Park Avenue Securities LLC 0.13% Add +1.1% 22,023 $10.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +6.7% 22,000 $10.7M
Foster & Motley Inc. 0.67% Reduce -2.9% 21,971 $10.6M
Sit Investment Associates Inc. 0.25% Reduce -3.5% 21,958 $10.6M
Squarepoint Ops LLC 0.03% Add +121.5% 21,923 $10.6M
Banque Pictet & Cie SA 0.11% Add +1.7% 21,842 $10.6M
Commerce Bank 0.07% Add +1.1% 21,287 $10.3M
Jane Street Group, LLC 0.02% Reduce -62.4% 21,097 $10.2M
Assenagon Asset Management S.A. 0.02% Reduce -90.5% 20,922 $10.1M
Retirement Systems of Alabama 0.04% Reduce -1.6% 20,672 $10.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +13.2% 20,641 $10.0M
Amalgamated Bank 0.08% Add +2.1% 20,356 $9.9M
Boyar Asset Management Inc. 7.13% Reduce -10.8% 20,296 $9.8M
Ameriprise Financial Inc. 0.00% Add +12.9% 20,131 $9.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -3.7% 20,209 $9.7M
FIL Ltd 0.01% Add +0.0% 20,123 $9.7M
Focus Partners Wealth 0.02% Add +0.5% 19,962 $9.7M
IFM Investors Pty Ltd 0.10% No change 19,647 $9.5M
Westfield Capital Management Co. LP 0.05% Reduce -4.3% 19,397 $9.4M
Ensign Peak Advisors, Inc 0.02% Add +22.7% 18,989 $9.2M
Vanguard Personalized Indexing Management, LLC 0.13% Add +2.4% 18,843 $9.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -36.6% 18,817 $9.1M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.8% 18,762 $9.1M
Pathstone Holdings, LLC 0.04% Reduce -2.5% 18,634 $9.0M
Martingale Asset Management L P 0.23% Add +39.0% 18,587 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -1.3% 18,556 $9.0M
Quantinno Capital Management LP 0.06% Add +62.4% 18,547 $9.0M
First Manhattan Co. Llc. 0.03% Reduce -1.9% 18,308 $8.9M
DNB Asset Management AS 0.04% Reduce -2.7% 18,183 $8.8M
Regions Financial Corp. 0.07% Reduce -2.6% 18,039 $8.7M
Klingenstein Fields & Co. LP 0.36% Reduce -0.0% 17,734 $8.6M
Leeward Investments, LLC - MA 0.44% Reduce -3.4% 17,174 $8.3M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +9.8% 17,124 $8.3M
Ethic Inc. 0.17% Add +4.6% 16,820 $8.2M
Groupe la Francaise 0.17% Add +14.0% 15,834 $7.9M
Bremer Bank National Association 1.40% Add +5.8% 16,224 $7.9M
Knights of Columbus Asset Advisors LLC 0.54% Reduce -20.7% 16,068 $7.8M
Utah Retirement Systems 0.09% Reduce -1.2% 15,922 $7.7M
Glenview Trust Co 0.15% Reduce -1.9% 15,553 $7.5M
GS Investments, Inc. 3.49% Reduce -0.4% 15,284 $7.4M
USS Investment Management Ltd 0.06% Reduce -24.1% 15,100 $7.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.41% No change 15,031 $7.3M
Fiera Capital Corp 0.03% Add +15.9% 14,902 $7.2M
Venture Visionary Partners LLC 0.30% Add +5.6% 14,870 $7.2M
CIBC Asset Management Inc 0.02% Reduce -1.4% 14,869 $7.2M
Swiss Life Asset Management Ltd 0.05% Reduce -35.2% 14,559 $7.0M
New York Life Investment Management LLC 0.07% Reduce -1.3% 14,261 $6.9M
Daiwa Securities Group Inc. 0.03% Add +1.9% 14,016 $6.8M
Choate Investment Advisors 0.17% Reduce -0.5% 14,008 $6.8M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -1.2% 14,003 $6.8M
Patton Albertson Miller Group, LLC 0.99% Reduce -18.1% 13,753 $6.7M
NewEdge Advisors, LLC 0.04% Add +0.3% 13,745 $6.7M
Yousif Capital Management, LLC 0.08% Reduce -9.5% 13,722 $6.6M
Investment Management Corp of Ontario 0.13% No change 13,526 $6.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.5% 13,390 $6.5M
STRS Ohio 0.03% No change 13,300 $6.4M
Sanctuary Advisors, LLC 0.04% Reduce -20.5% 13,012 $6.3M
Ieq Capital, LLC 0.05% Add +43.9% 12,931 $6.3M
Vident Advisory, LLC 0.09% Reduce -0.2% 12,807 $6.2M
Railway Pension Investments Ltd 0.09% No change 12,800 $6.2M
Journey Advisory Group, LLC 0.51% Add +13.8% 12,731 $6.2M
Wealthfront Advisers LLC 0.02% Add +7.8% 12,658 $6.1M
Blair William & Co. 0.02% Reduce -15.3% 12,651 $6.1M
United Services Automobile Association 0.19% Add +0.5% 12,503 $6.0M
Janus Henderson Group PLC 0.00% Add +3.4% 12,469 $6.0M
First Merchants Corp. 0.24% Reduce -4.2% 12,183 $5.9M
Guggenheim Capital LLC 0.05% Reduce -8.3% 11,983 $5.8M
Northwest & Ethical Investments L.P. 0.16% Reduce -42.4% 11,887 $5.8M
Legacy Private Trust Co. 0.39% Reduce -17.2% 11,802 $5.7M
L2 Asset Management, LLC 1.16% Add +39.8% 11,680 $5.7M
Cibc World Markets Corp. 0.04% Reduce -24.2% 11,641 $5.6M
Arjuna Capital 1.55% Reduce -10.2% 11,570 $5.6M
Level Four Advisory Services, LLC 0.23% Reduce -10.6% 11,485 $5.6M
Mackenzie Financial Corp. 0.01% Add +8.0% 11,420 $5.5M
Bokf, NA 0.10% Reduce -11.1% 11,258 $5.5M
American Assets Investment Management, LLC 0.48% No change 11,250 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.9% 11,246 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.7% 11,207 $5.4M
Castellan Group 1.49% Add +103.6% 10,970 $5.3M
Atria Investments, Inc 0.07% Reduce -31.3% 10,966 $5.3M
Unisphere Establishment 0.05% Reduce -45.5% 10,950 $5.3M
Equitable Trust Co. 0.28% Reduce -19.1% 10,548 $5.1M
Red Cedar Investment Management, LLC 0.70% No change 10,522 $5.1M
Illinois Municipal Retirement Fund 0.07% No change 10,521 $5.1M
Lido Advisors, LLC 0.03% Add +0.2% 10,508 $5.1M
OP Asset Management Ltd 0.09% — 10,497 $5.1M
Hohimer Wealth Management, LLC 0.99% Add +0.3% 10,372 $5.0M
Kerusso Capital Management LLC 3.16% Reduce -21.2% 10,267 $5.0M
GAMCO Investors 0.05% Reduce -1.1% 10,075 $4.9M
NorthRock Partners, LLC 0.16% Reduce -61.7% 10,058 $4.9M
Atlantic Union Bankshares Corp 0.29% Add +0.6% 10,040 $4.9M
Birch Financial Group, LLC 4.33% Add +0.3% 10,033 $4.9M
Crossmark Global Holdings, Inc. 0.08% Add +41.9% 9,890 $4.8M
SOA Wealth Advisors, LLC. 0.99% Reduce -0.1% 9,839 $4.8M
Bulltick Wealth Management, LLC 1.25% No change 9,720 $4.7M
Magnetar Financial LLC 0.07% New 9,661 $4.7M
Natixis 0.03% Add +370.3% 9,768 $4.7M
CX Institutional 0.17% Add +1311.6% 9,514 $4.6M
Cadence Bank 0.32% Reduce -1.7% 9,285 $4.5M
Kestra Advisory Services, LLC 0.02% Reduce -5.1% 9,264 $4.5M
Baird Financial Group, Inc. 0.01% Reduce -9.1% 9,093 $4.4M
Impact Asset Management GmbH 1.71% Add +4.0% 9,020 $4.4M
Bridges Investment Management Inc. 0.06% Reduce -1.7% 8,886 $4.3M
Burney Co./ 0.16% Reduce -1.8% 8,850 $4.3M
TD Waterhouse Canada Inc. 0.04% Add +1.2% 8,739 $4.3M
Advisory Services Network, LLC 0.08% Add +2.4% 8,805 $4.3M
Rakuten Investment Management, Inc. 0.02% — 8,815 $4.3M
TD Private Client Wealth LLC 0.12% Reduce -1.4% 8,650 $4.2M
Arkadios Wealth Advisors 0.16% Add +577.5% 8,625 $4.2M
Unigestion Holding SA 0.24% Add +151.7% 8,617 $4.2M
Chesley Taft & Associates LLC 0.20% Reduce -6.0% 8,612 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 8,595 $4.2M
DE Burlo Group Inc. 0.61% Add +22.0% 8,590 $4.2M
Jackson Wealth Management, LLC 0.50% Add +32.1% 8,466 $4.1M
Fourpath Capital Management, LLC 0.71% Reduce -1.0% 8,436 $4.1M
Bellwether Advisors, LLC 0.85% Reduce -40.8% 8,411 $4.1M
BTC Capital Management, Inc. 0.37% Add +14.8% 8,340 $4.0M
Orion Porfolio Solutions, LLC 0.04% Add +0.9% 8,243 $4.0M
Orion Portfolio Solutions, LLC 0.04% Add +0.9% 8,243 $4.0M
Oregon Public Employees Retirement Fund 0.08% Reduce -1.2% 8,222 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -80.2% 8,222 $4.0M
Edmp, Inc. 3.33% Reduce -2.3% 8,211 $4.0M
UniSuper Management Pty Ltd 0.03% Add +5.2% 8,031 $3.9M
SG Americas Securities, LLC 0.01% Add +975.8% 7,961 $3.9M
Hilltop Holdings Inc. 0.24% Add +2.8% 7,935 $3.8M
Tower Bridge Advisors 0.43% No change 7,849 $3.8M
Fairvoy Private Wealth, LLC 1.03% Reduce -1.9% 7,777 $3.8M
Cyndeo Wealth Partners, LLC 0.25% Reduce -1.5% 7,771 $3.8M
Vontobel Holding Ltd. 0.01% Add +9.7% 7,749 $3.8M
Mizuho Securities USA LLC 0.08% Reduce -16.2% 7,703 $3.7M
Sequoia Financial Advisors, LLC 0.03% Add +13.9% 7,667 $3.7M
Signet Financial Management, LLC 0.50% Add +1.5% 7,662 $3.7M
Fulton Bank, N.A. 0.15% Reduce -6.9% 7,640 $3.7M
OMERS ADMINISTRATION Corp 0.03% Add +9.8% 7,579 $3.7M
Diversified Trust Co. 0.09% Reduce -0.7% 7,536 $3.6M
ASR Vermogensbeheer N.V. 0.05% — 7,506 $3.6M
Bessemer Group Inc. 0.01% Reduce -54.5% 7,465 $3.6M
Avanza Fonder AB 0.12% Reduce -0.5% 7,300 $3.6M
Perigon Wealth Management, LLC 0.09% Reduce -1.0% 7,400 $3.6M
Raiffeisen Bank International AG 0.06% Reduce -14.4% 7,234 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Add +5.2% 7,168 $3.5M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -0.1% 7,161 $3.5M
Great Lakes Retirement, Inc. 0.45% Add +1.7% 7,142 $3.5M
Patton Fund Management, Inc. 0.84% New 7,130 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +3.0% 7,115 $3.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +6.3% 7,098 $3.4M
Dean Investment Associates, LLC 0.51% Add +2.6% 7,085 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -9.1% 7,078 $3.4M
Trexquant Investment LP 0.04% Add +107.6% 7,032 $3.4M
FineMark National Bank & Trust 0.12% Add +0.4% 7,022 $3.4M
Summit Financial, LLC 0.09% Add +37.7% 6,943 $3.4M
Carret Asset Management, LLC 0.38% Reduce -1.1% 6,918 $3.3M
Townsquare Capital LLC 0.04% Add +0.2% 6,864 $3.3M
Quartz Partners, LLC 2.02% Add +13.8% 6,858 $3.3M
Radnor Capital Management, LLC 0.55% No change 6,827 $3.3M
Cresset Asset Management, LLC 0.02% Reduce -22.4% 6,738 $3.3M
Great Diamond Partners, LLC 0.89% Reduce -3.7% 6,706 $3.2M
NEOS Investment Management LLC 0.06% Add +23.2% 6,651 $3.2M
Kentucky Retirement Systems 0.10% Reduce -2.6% 6,568 $3.2M
Procyon Advisors, LLC 0.19% Add +5.9% 6,558 $3.2M
NorthCrest Asset Manangement, LLC 0.10% Add +3.7% 6,557 $3.2M
New Hampshire Trust 0.72% Reduce -6.7% 6,517 $3.2M
Oak Thistle LLC 0.62% New 6,394 $3.1M
Marvin & Palmer Associates Inc. 4.62% Reduce -53.6% 6,384 $3.1M
Cwm, LLC 0.01% Add +40.5% 6,353 $3.1M
Fifth Third Bancorp 0.01% Add +5.7% 6,304 $3.1M
FORA Capital, LLC 0.31% Reduce -48.0% 6,255 $3.0M
SVB Wealth LLC 0.12% Reduce -22.4% 6,254 $3.0M
Family Manage LLC 0.49% Reduce -0.0% 6,190 $3.0M
Savant Capital, LLC 0.02% Reduce -9.7% 6,066 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 6,028 $2.9M
Empowered Funds, LLC 0.04% Add +11.8% 6,022 $2.9M
Aviance Capital Partners, LLC 0.41% Reduce -1.6% 6,000 $2.9M
Quadrature Capital Ltd 0.06% Add +1057.7% 5,997 $2.9M
Loudon Investment Management, LLC 1.66% No change 5,987 $2.9M
&partners 0.03% Reduce -15.8% 5,982 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.6% 5,917 $2.9M
CW Advisors, LLC 0.03% Add +14.1% 5,861 $2.8M
BDF-Gestion 0.31% No change 5,875 $2.8M
Hartford Investment Management Co. 0.10% Reduce -2.6% 5,862 $2.8M
Aurora Investment Counsel 1.57% Reduce -0.8% 5,848 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -45.4% 5,835 $2.8M
Plato Investment Management Ltd 0.24% Reduce -17.5% 5,767 $2.8M
Graham Capital Management, L.P. 0.13% Add +297.7% 5,787 $2.8M
BlueStem Wealth Partners, LLC 0.38% Add +0.2% 5,780 $2.8M
Campbell & CO Investment Adviser LLC 0.21% Reduce -56.1% 5,723 $2.8M
Nations Financial Group Inc, /Ia/ 0.21% Add +1.6% 5,694 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Reduce -4.5% 5,671 $2.7M
Private Advisor Group, LLC 0.02% Reduce -6.5% 5,587 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -27.4% 5,531 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +15.3% 5,522 $2.7M
Atlantic Edge Private Wealth Management, LLC 0.82% Add +0.6% 5,514 $2.7M
Caprock Group, LLC 0.08% Reduce -7.4% 5,467 $2.6M
Montecito Bank & Trust 0.47% Reduce -0.6% 5,433 $2.6M
MAI Capital Management 0.02% Reduce -1.4% 5,426 $2.6M
17 Capital Partners, LLC 1.68% No change 5,405 $2.6M
Element Capital Management LLC 0.65% New 5,400 $2.6M
Bank Ozk 1.09% Add +20.1% 5,396 $2.6M
Dorsey & Whitney Trust CO LLC 0.15% Add +6.2% 5,382 $2.6M
Sovran Advisors, LLC 0.34% Add +14.6% 5,607 $2.6M
Bradley Foster & Sargent Inc. 0.04% Reduce -4.3% 5,366 $2.6M
Accurate Wealth Management, LLC 0.49% Reduce -0.3% 5,527 $2.6M
Principal Securities, Inc. 0.06% No change 4,843 $2.6M
Cibc World Market Inc. 0.01% Add +2.2% 5,287 $2.6M
Independent Advisor Alliance 0.08% Add +2.5% 5,270 $2.6M
IMA Advisory Services, Inc. 0.30% Reduce -8.2% 5,266 $2.5M
Choreo, LLC 0.04% Reduce -11.0% 5,239 $2.5M
Quadrant Capital Group LLC 0.09% Add +28.1% 5,223 $2.5M
Norinchukin Bank, The 0.05% Add +15.3% 5,205 $2.5M
Louisiana State Employees Retirement System 0.05% No change 5,200 $2.5M
Allstate Corp. 0.07% Add +79.6% 5,182 $2.5M
Vestcor Inc 0.08% Add +64.8% 5,155 $2.5M
Securian Asset Management, Inc. 0.08% Reduce -1.9% 5,108 $2.5M
Leisure Capital Management 1.01% Reduce -5.0% 5,085 $2.5M
Auxier Asset Management LLC 0.37% No change 5,081 $2.5M
Greenleaf Trust 0.02% Reduce -0.1% 4,945 $2.4M
Cove Private Wealth, LLC 1.27% No change 4,900 $2.4M
Harfst & Associates, Inc. 0.55% Add +0.5% 4,872 $2.4M
Metis Global Partners, LLC 0.07% Add +12.2% 4,851 $2.3M
Dark Forest Capital Management LP 0.11% New 4,833 $2.3M
Bfsg, LLC 0.28% Add +6.2% 4,821 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Add +8.9% 4,737 $2.3M
Meeder Advisory Services, Inc. 0.14% Add +3.0% 4,714 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -5.0% 4,607 $2.2M
HB Wealth Management, LLC 0.02% Add +62.3% 4,601 $2.2M
Peddock Capital Advisors, LLC 0.56% Reduce -3.3% 4,595 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -2.1% 4,581 $2.2M
Oddo BHF Asset Management Sas 0.09% Add +4.4% 4,573 $2.2M
Apollon Wealth Management, LLC 0.05% Add +10.8% 4,564 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -12.4% 4,544 $2.2M
1832 Asset Management L.P. 0.00% Add +17.4% 4,539 $2.2M
Generali Asset Management SPA SGR 0.05% Reduce -64.5% 4,537 $2.2M
Flputnam Investment Management Co. 0.04% Reduce -4.7% 4,519 $2.2M
Bridgeway Capital Management, LLC 0.05% No change 4,470 $2.2M
D.A. Davidson & Co. 0.02% Add +6.5% 4,421 $2.1M
Connecticut Wealth Management, LLC 0.11% Reduce -1.8% 4,420 $2.1M
Zhang Financial LLC 0.11% Add +27.6% 4,416 $2.1M
Parallel Advisors, LLC 0.05% Add +2.8% 4,412 $2.1M
E. Ohman J:or Asset Management AB 0.06% No change 4,380 $2.1M
Engineers Gate Manager LP 0.04% Reduce -60.8% 4,380 $2.1M
Allworth Financial LP 0.01% Reduce -1.8% 4,468 $2.1M
GAMMA Investing LLC 0.16% Add +1.9% 4,367 $2.1M
Weaver C. Barksdale & Associates, Inc. 2.02% Reduce -2.3% 4,345 $2.1M
Rwa Wealth Partners, LLC 0.03% Add +0.2% 4,344 $2.1M
Eley Financial Management, Inc 0.84% Reduce -0.8% 4,288 $2.1M
ING Groep NV 0.01% Reduce -1.6% 4,315 $2.1M
Coldstream Capital Management Inc. 0.04% Add +2.1% 4,285 $2.1M
Banco Santander, S.A. 0.02% Add +130.8% 4,284 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +44.6% 4,269 $2.1M
Penobscot Investment Management Company, Inc. 0.19% Add +6.9% 4,232 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -0.3% 4,229 $2.0M
Caldwell Trust Co 0.22% Add +18.7% 4,205 $2.0M
TruWealth Advisors, LLC 0.12% No change 4,194 $2.0M
CHICAGO TRUST Co NA 0.37% Reduce -1.6% 4,119 $2.0M
Caisse de depot et placement du Quebec 0.00% Add +741.9% 4,083 $2.0M
Linden Thomas Advisory Services, LLC 0.26% Add +5.0% 4,076 $2.0M
CNB Bank 1.00% Reduce -11.0% 4,063 $2.0M
Fifth Third Wealth Advisors LLC 0.10% Add +5.5% 4,013 $1.9M
Prescott Group Capital Management, L.L.C. 0.28% No change 4,000 $1.9M
Manchester Capital Management LLC 0.24% Reduce -0.2% 3,985 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -28.7% 3,975 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% — 3,712 $1.9M
Covenant Partners, LLC 0.61% No change 3,882 $1.9M
Teachers Insurance & Annuity Association of America 2.50% No change 3,875 $1.9M
Merit Financial Group, LLC 0.03% Add +118.2% 3,866 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% No change 3,812 $1.8M
Chemistry Wealth Management LLC 0.43% No change 3,810 $1.8M
Clearstead Advisors, LLC 0.03% Add +75.9% 3,805 $1.8M
Jacobi Capital Management LLC 0.13% Add +4.9% 3,727 $1.8M
MainStreet Investment Advisors LLC 0.26% Add +2.7% 3,723 $1.8M
Centiva Capital, LP 0.10% Reduce -50.5% 3,706 $1.8M
Keeley-Teton Advisors, LLC 0.22% Add +0.2% 3,675 $1.8M
Empirical Finance, LLC 0.11% Add +2.0% 3,643 $1.8M
Tidal Investments LLC 0.01% Reduce -26.9% 3,622 $1.8M
First Horizon Advisors, Inc. 0.05% Reduce -0.5% 3,592 $1.7M
Intech Investment Management LLC 0.02% Reduce -19.4% 3,551 $1.7M
Coastal Bridge Advisors, LLC 0.24% Add +136.2% 3,536 $1.7M
Fiduciary Trust Co 0.02% Reduce -4.5% 3,507 $1.7M
Dean Capital Management 0.74% Add +1.3% 3,489 $1.7M
CENTRAL TRUST Co 0.04% Reduce -0.1% 3,464 $1.7M
Affinity Investment Advisors, LLC 1.36% Reduce -6.0% 3,453 $1.7M
Susquehanna Fundamental Investments, LLC 0.03% Add +5.7% 3,431 $1.7M
Kennebec Savings Bank 1.75% Reduce -14.8% 3,413 $1.7M
Vinva Investment Management Ltd 0.07% Add +29.4% 3,426 $1.7M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -1.4% 3,412 $1.7M
Elevation Point Wealth Partners, LLC 0.14% Add +0.4% 3,387 $1.6M
Wedmont Private Capital 0.08% Add +0.1% 3,494 $1.6M
Tectonic Advisors LLC 0.10% Add +4.4% 3,382 $1.6M
Letson Investment Management, Inc. 0.66% No change 3,381 $1.6M
NewEdge Wealth, LLC 0.03% Reduce -6.5% 3,374 $1.6M
J.W. Cole Advisors, Inc. 0.05% Add +342.4% 3,340 $1.6M
Mgo One Seven LLC 0.06% Reduce -10.6% 3,330 $1.6M
Siemens Fonds Invest GmbH 0.11% Add +2.0% 3,324 $1.6M
Prentice Wealth Management LLC 0.45% Reduce -7.3% 3,228 $1.6M
LMCG Investments, LLC 0.10% Reduce -28.3% 3,214 $1.6M
YANKCOM Partnership 0.85% Reduce -28.8% 3,202 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -1.6% 3,191 $1.5M
Shell Asset Management Co. 0.07% Reduce -3.8% 3,187 $1.5M
LBP Am SA 0.02% No change 3,182 $1.5M
Pring Turner Capital Group Inc. 0.95% No change 3,176 $1.5M
Callan Family Office, LLC 0.12% Reduce -18.9% 3,175 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -22.6% 3,166 $1.5M
UMB Bank, n.a. 0.03% Add +2.1% 3,163 $1.5M
Twin Capital Management Inc. 0.18% Add +165.2% 3,135 $1.5M
Virtu Financial LLC 0.08% New 3,130 $1.5M
Impact Investors, Inc 1.18% Reduce -2.3% 3,125 $1.5M
Financial Advocates Investment Management 0.11% Add +1.1% 3,098 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +25.1% 3,082 $1.5M
Chilton Investment Co. Inc. 0.04% Reduce -0.1% 3,077 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.7% 3,059 $1.5M
Palisade Asset Management, LLC 0.15% No change 3,034 $1.5M
Nomura Holdings Inc. 0.01% Reduce -5.4% 3,025 $1.5M
Wright Investors Service Inc. 0.48% New 3,021 $1.5M
Hilltop Partners LLC 0.49% Add +3.0% 3,014 $1.5M
Trust Co. of Vermont 0.07% Add +0.5% 3,012 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -54.0% 3,011 $1.5M
Chase Investment Counsel Corp. 0.53% Add +50.0% 3,000 $1.5M
Pensionfund Sabic 0.43% Reduce -18.9% 3,000 $1.5M
Courier Capital LLC 0.09% Reduce -3.1% 2,995 $1.4M
Huntington National Bank 0.01% Add +0.2% 2,978 $1.4M
Prudent Man Advisors, LLC 0.52% Add +1.4% 2,973 $1.4M
Fortress Private Ledger, LLC 0.79% Add +0.2% 2,926 $1.4M
Tiaa Trust, National Association 0.00% Reduce -0.8% 2,921 $1.4M
Sandy Cove Advisors, LLC 0.57% Add +1.0% 2,912 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -0.3% 2,876 $1.4M
M. Kulyk & Associates, LLC 0.32% No change 2,874 $1.4M
Marks Group Wealth Management, Inc 0.13% No change 2,868 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +2.7% 2,867 $1.4M
44 Wealth Management LLC 0.52% Add +10.2% 2,865 $1.4M
Citizens Financial Group Inc. 0.03% Add +40.2% 2,838 $1.4M
Net Worth Advisory Group 0.43% Reduce -2.1% 2,835 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -59.4% 2,798 $1.4M
MorganRosel Wealth Management, LLC 0.41% Add +41.9% 2,774 $1.3M
HighPoint Advisor Group LLC 0.08% Add +5.8% 2,838 $1.3M
Synovus Financial Corp. 0.02% Reduce -0.4% 2,760 $1.3M
EP Wealth Advisors, LLC 0.01% Add +5.8% 2,751 $1.3M
Meeder Asset Management Inc. 0.09% Add +8493.8% 2,750 $1.3M
Verition Fund Management LLC 0.01% Reduce -56.6% 2,746 $1.3M
Redwood Investment Management, LLC 0.14% Add +1.0% 2,731 $1.3M
Boothbay Fund Management, LLC 0.05% New 2,723 $1.3M
Ramirez Asset Management, Inc. 0.27% Reduce -35.3% 2,717 $1.3M
Fayez Sarofim & Co 0.00% No change 2,716 $1.3M
Cavalier Investments, LLC 0.45% Reduce -0.1% 2,709 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -12.7% 2,700 $1.3M
Old North State Trust, LLC 0.83% No change 2,455 $1.3M
HM Payson & Co. 0.02% Add +6.4% 2,696 $1.3M
Argyle Capital Partners, LLC 1.11% No change 2,685 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -8.0% 2,657 $1.3M
Smartleaf Asset Management LLC 0.12% Add +2.7% 2,650 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Add +31.0% 2,639 $1.3M
Gator Capital Management, LLC 0.48% No change 2,600 $1.3M
iA Global Asset Management Inc. 0.02% Add +39.9% 2,593 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +6.5% 2,579 $1.2M
Signaturefd, LLC 0.02% Add +3.7% 2,574 $1.2M
Lebenthal Global Advisors, LLC 0.23% Add +6.6% 2,557 $1.2M
Pitcairn Co. 0.07% Reduce -1.4% 2,557 $1.2M
Brendel Financial Advisors LLC 0.75% No change 2,544 $1.2M
Certuity, LLC 0.13% Reduce -11.7% 2,539 $1.2M
Copperwynd Financial, LLC 0.34% Reduce -0.1% 2,530 $1.2M
Graypoint LLC 0.08% Reduce -9.8% 2,512 $1.2M
Gsa Capital Partners LLP 0.11% Add +378.7% 2,494 $1.2M
Virtus Investment Advisers, LLC 0.33% New 2,486 $1.2M
Freedom Investment Management, Inc. 0.10% Add +2.4% 2,486 $1.2M
Vectors Research Management, LLC 0.42% No change 2,480 $1.2M
Highland Capital Management, LLC 0.07% Add +2.2% 2,469 $1.2M
AXS Investments LLC 0.33% Add +2.4% 2,460 $1.2M
EPG Wealth Management LLC 0.33% Add +1.7% 2,439 $1.2M
Clarius Group, LLC 0.07% Add +110.9% 2,434 $1.2M
Farringdon Capital, Ltd. 0.59% New 2,425 $1.2M
Hancock Whitney Corp. 0.04% Reduce -18.4% 2,404 $1.2M
HRT Financial LP 0.01% Reduce -92.7% 2,345 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +42.4% 2,331 $1.1M
V-Square Quantitative Management LLC 0.16% Add +2.3% 2,328 $1.1M
CI Investments Inc. 0.00% Add +12.0% 2,289 $1.1M
Groupama Asset Managment 0.02% Add +21.3% 2,276 $1.1M
Skba Capital Management LLC 0.16% No change 2,245 $1.1M
Personal Cfo Solutions, LLC 0.22% Reduce -0.5% 2,228 $1.1M
Banque Cantonale Vaudoise 0.05% — 2,220 $1.1M
Lindbrook Capital, LLC 0.10% Add +1.4% 2,217 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -67.2% 2,184 $1.1M
Gateway Investment Advisers LLC 0.01% Add +5.3% 2,181 $1.1M
Jones Financial Companies LLLP 0.00% Add +30.5% 2,184 $1.1M
Kintegral Advisory, LLC 0.11% Reduce -0.3% 2,174 $1.1M
Vishria Bird Financial Group, LLC 0.36% No change 2,174 $1.1M
Stephens Inc. 0.02% Reduce -0.8% 2,172 $1.1M
Prosperity Consulting Group, LLC 0.08% Add +3.8% 2,166 $1.0M
Wealthspire Advisors, LLC 0.01% Add +3.6% 2,153 $1.0M
LRT Capital Management, LLC 0.71% Add +36.2% 2,127 $1.0M
Fielder Capital Group LLC 0.30% Add +4.0% 2,125 $1.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.26% No change 2,095 $1.0M
Gratus Wealth Advisors, LLC 0.17% Reduce -3.8% 2,080 $1.0M
Basepoint Wealth LLC 0.78% Add +0.2% 2,073 $1.0M
RFG Advisory, LLC 0.03% Reduce -0.1% 2,049 $992K
Round Rock Advisors LLC 0.18% Add +0.1% 2,023 $979K
Harbor Capital Advisors, Inc. 0.04% New 1,995 $966K
Adapt Wealth Advisors, LLC 0.47% No change 1,995 $966K
First Commonwealth Financial Corp 0.23% Add +4.3% 1,993 $965K
Snowden Capital Advisors LLC 0.03% Add +0.4% 1,987 $962K
Evergreen Capital Management LLC 0.03% Add +3.2% 1,982 $960K
US Asset Management LLC 0.91% Reduce -0.3% 1,962 $950K
Advisors Asset Management, Inc. 0.02% Reduce -5.5% 1,941 $940K
IFP Advisors, Inc 0.03% Add +5.4% 1,925 $932K
Gotham Asset Management 0.01% Add +1.6% 1,914 $927K
Ballentine Partners, LLC 0.02% Reduce -16.1% 1,898 $919K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% Reduce -59.1% 1,878 $909K
Quent Capital, LLC 0.10% Add +1.8% 1,874 $907K
Frank, Rimerman Advisors LLC 0.07% Add +4.1% 1,862 $901K
Insigneo Advisory Services, LLC 0.09% Reduce -1.7% 1,860 $901K
First Citizens Bank & Trust Co. 0.02% Reduce -2.2% 1,857 $899K
AE Wealth Management LLC 0.01% Add +8.0% 1,851 $896K
LM Advisors LLC 0.16% New 1,836 $889K
Mather Group, Llc. 0.01% Add +0.6% 1,833 $887K
CenterBook Partners LP 0.06% Add +59.8% 1,827 $884K
Dodge & Cox 0.00% No change 1,827 $884K
Legacy Trust 0.21% Add +2.5% 1,796 $869K
Van Strum & Towne Inc. 0.29% Add +72.1% 1,790 $867K
Howard Capital Management Group, LLC 0.07% No change 1,787 $865K
XTX Topco Ltd 0.04% Reduce -20.4% 1,784 $864K
Syon Capital LLC 0.07% Add +3.5% 1,778 $861K
Stratos Wealth Partners, LTD. 0.01% Add +25.0% 1,774 $859K
AlphaCore Capital LLC 0.07% New 1,773 $858K
Assetmark, Inc. 0.00% Reduce -0.2% 1,763 $853K
Ritholtz Wealth Management 0.03% Add +1.3% 1,761 $852K
Waverly Advisors, LLC 0.01% Add +17.1% 1,733 $839K
Smithfield Trust Co 0.04% No change 1,728 $837K
Quantitative Investment Management, LLC 0.08% Reduce -1.6% 1,723 $834K
Kestra Investment Management, LLC 0.02% Reduce -47.2% 1,718 $832K
Moneta Group Investment Advisors LLC 0.01% Reduce -3.5% 1,716 $831K
Sigma Planning Corp 0.03% Add +277.6% 1,707 $826K
Mufg Securities Americas Inc. 0.10% Add +18.9% 1,703 $824K
Argent Trust Co 0.03% Add +1.3% 1,698 $822K
Stonegate Investment Group, LLC 0.02% Reduce -9.0% 1,692 $819K
Quarry LP 0.21% Add +1836.8% 1,685 $816K
Spinnaker Trust 0.05% No change 1,685 $816K
CSS LLC 0.16% Add +41.2% 1,680 $813K
AlphaQuest LLC 0.09% Add +797.9% 1,679 $813K
Legacy Capital Group California, Inc. 0.28% Reduce -0.2% 1,670 $808K
TigerOak Management, L.L.C. 0.31% No change 1,658 $803K
Cary Street Partners Financial LLC 0.03% Add +0.6% 1,655 $801K
World Investment Advisors 0.02% Add +1.7% 1,654 $800K
Horizon Investments, LLC 0.02% Add +2.6% 1,644 $793K
Fort Point Capital Partners LLC 0.09% Reduce -2.2% 1,634 $791K
Gladstone Institutional Advisory LLC 0.04% Add +61.3% 1,621 $785K
Searle & Co. 0.22% No change 1,615 $782K
J. W. Coons Advisors, LLC 0.21% No change 1,609 $779K
Pennsylvania Capital Management Inc. 0.29% Reduce -0.3% 1,606 $777K
Ancora Advisors LLC 0.02% Reduce -1.0% 1,603 $776K
Parkshore Wealth Management, Inc. 0.45% Add +0.3% 1,600 $775K
Eagle Global Advisors LLC 0.03% No change 1,600 $775K
Aptus Capital Advisors, LLC 0.01% Add +27.9% 1,598 $774K
Brown Brothers Harriman & Co. 0.01% Add +2.6% 1,595 $772K
Belpointe Asset Management LLC 0.04% Reduce -9.3% 1,588 $769K
Brighton Jones LLC 0.02% Add +102.7% 1,575 $762K
Benjamin Edwards Inc. 0.01% Add +33.3% 1,572 $761K
Empirical Asset Management, LLC 0.26% Reduce -81.3% 1,550 $750K
Norden Group LLC 0.09% Reduce -0.2% 1,549 $750K
LMR Partners LLP 0.02% No change 1,545 $748K
WealthTrust Asset Management, LLC 0.55% Add +0.7% 1,542 $746K
Praxis Investment Management Inc. 0.05% No change 1,540 $746K
Larson Financial Group LLC 0.04% Add +22.4% 1,523 $737K
Stokes Capital Advisors, LLC 0.19% Add +0.7% 1,518 $735K
Prime Capital Investment Advisors, LLC 0.01% Add +138.4% 1,516 $734K
Transcend Capital Advisors, LLC 0.05% Add +5.6% 1,505 $729K
N.E.W. Advisory Services LLC 0.06% Add +100.0% 1,498 $725K
Guinness Asset Management LTD 0.01% Reduce -9.2% 1,496 $724K
Rathbones Group PLC 0.00% No change 1,496 $724K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -39.6% 1,493 $723K
Pallas Capital Advisors LLC 0.03% New 1,492 $722K
Composition Wealth, LLC 0.01% Add +39.8% 1,489 $721K
Forum Financial Management, LP 0.01% Add +0.1% 1,485 $719K
Wedbush Securities Inc. 0.03% Add +6.6% 1,479 $716K
Private Wealth Asset Management, LLC 0.10% — 1,478 $716K
Douglass Winthrop Advisors, LLC 0.01% Reduce -25.0% 1,471 $712K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.5% 1,470 $712K
Arlington Trust Co LLC 0.15% Add +12.8% 1,468 $711K
Burling Wealth Partners, LLC 0.15% Reduce -22.0% 1,468 $711K
Pettee Investors, Inc. 0.42% Reduce -32.6% 1,450 $702K
Sage Mountain Advisors LLC 0.05% Reduce -0.4% 1,438 $696K
PFG Investments, LLC 0.04% Add +21.6% 1,434 $694K
Spire Wealth Management 0.02% Add +91.5% 1,429 $692K
Accel Wealth Management 0.25% Add +0.6% 1,423 $689K
Lanark Financial, Inc. 0.06% — 1,423 $688K
Farther Finance Advisors, LLC 0.02% Add +61.0% 1,402 $685K
West Coast Financial LLC 0.08% No change 1,409 $682K
Elyxium Wealth, LLC 0.30% New 1,407 $681K
Lyell Wealth Management, LP 0.06% No change 1,404 $680K
Mission Wealth Management, LP 0.02% Reduce -0.4% 1,401 $678K
Brevan Howard Capital Management LP 0.02% New 1,392 $674K
Stratos Investment Management, LLC 0.04% Add +45.6% 1,391 $674K
Integrated Advisors Network LLC 0.03% Reduce -0.8% 1,384 $670K
Crewe Advisors LLC 0.09% Add +0.1% 1,378 $667K
Charter Oak Capital Management, LLC 0.06% Add +0.7% 1,378 $667K
Profund Advisors LLC 0.03% Reduce -8.3% 1,375 $666K
Pinnacle Associates Ltd. 0.01% Add +1.6% 1,374 $665K
Pointe Capital Management LLC 0.39% No change 1,372 $664K
1776 Wealth LLC 0.30% Reduce -2.3% 1,364 $660K
Eastern Bank 0.01% Reduce -2.2% 1,364 $660K
Old Port Advisors 0.20% Add +0.1% 1,361 $659K
Catalyst Financial Partners LLC 0.12% Add +0.1% 1,342 $650K
Abundance Wealth Counselors 0.13% New 1,327 $642K
Insight Advisors, LLC/ PA 0.11% Reduce -1.9% 1,315 $637K
Ontario Teachers Pension Plan Board 0.01% Add +3.2% 1,307 $633K
Premier Path Wealth Partners, LLC 0.10% Add +0.9% 1,305 $632K
Aigen Investment Management, LP 0.10% New 1,301 $630K
Northcape Wealth Management, LLC 0.20% Reduce -1.3% 1,300 $629K
Gabelli Funds LLC 0.00% No change 1,300 $629K
Summit Trail Advisors, LLC 0.02% Add +42.6% 1,299 $629K
Harvest Fund Management Co., Ltd 0.03% Reduce -46.3% 1,291 $625K
Twinbeech Capital LP 0.01% Reduce -92.5% 1,291 $625K
Legacy Advisors, LLC 0.06% Add +4.0% 1,287 $623K
Berkshire Asset Management LLC 0.03% Reduce -14.4% 1,247 $610K
Focus Financial Network, Inc. 0.02% No change 1,258 $609K
Fox Run Management, L.L.C. 0.09% New 1,251 $606K
PGIM Custom Harvest LLC 0.01% Add +1.5% 1,251 $606K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -64.0% 1,245 $603K
Prudential PLC 0.00% Reduce -31.6% 1,243 $602K
Panagora Asset Management Inc. 0.00% Add +0.3% 1,242 $601K
Oliver Luxxe Assets LLC 0.11% Add +22.8% 1,240 $600K
Sowell Financial Services LLC 0.03% New 1,236 $598K
Schechter Investment Advisors, LLC 0.05% Reduce -12.0% 1,234 $598K
Becker Capital Management Inc. 0.02% Reduce -3.5% 1,225 $593K
Wellington Shields Capital Management, LLC 0.11% No change 1,220 $591K
Qtron Investments LLC 0.09% Reduce -48.8% 1,220 $591K
Conning Inc. 0.02% Reduce -98.2% 1,214 $588K
St Germain D J Co. Inc. 0.03% Reduce -15.1% 1,212 $587K
ROI Financial Advisors, LLC 0.42% Add +18.2% 1,207 $584K
Everpar Advisors LLC 0.31% Reduce -6.6% 1,201 $581K
Weil Company, Inc. 0.17% No change 1,200 $581K
GMO 0.00% New 1,200 $581K
Great Valley Advisor Group, Inc. 0.01% Add +10.0% 1,192 $576K
Arthur M. Cohen & Associates, LLC 0.11% Add +3.9% 1,184 $573K
Quantum Financial Advisors, LLC 0.09% No change 1,180 $571K
Advisor OS, LLC 0.06% Add +17.2% 1,178 $570K
Perritt Capital Management Inc 0.31% Reduce -5.8% 1,177 $570K
Twin Tree Management, LP 0.01% New 1,174 $568K
Renasant Bank 0.38% Reduce -3.1% 1,173 $568K
EntryPoint Capital, LLC 0.26% New 1,172 $567K
Wesbanco Bank Inc. 0.02% No change 1,169 $566K
Valeo Financial Advisors, LLC 0.02% Add +3.3% 1,168 $565K
Kintra Wealth, LLC 0.38% Reduce -7.2% 1,155 $559K
Fire Capital Management LLC 0.41% No change 1,150 $557K
McCarter Private Wealth Services LLC 0.36% Add +6.2% 1,147 $555K
BLB&B Advisors, LLC 0.03% Add +48.3% 1,143 $553K
EverSource Wealth Advisors, LLC 0.03% Add +10.8% 1,143 $553K
Edgestream Partners, L.P. 0.02% Reduce -34.6% 1,134 $549K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.7% 1,134 $549K
Sagespring Wealth Partners, LLC 0.01% Add +11.6% 1,132 $548K
Checchi Capital Advisers, LLC 0.04% Add +0.1% 1,129 $547K
Ellenbecker Investment Group 0.10% New 1,128 $546K
Trust Asset Management LLC 0.04% Reduce -8.4% 1,127 $546K
Fullerton Fund Management Co Ltd. 0.04% New 1,127 $546K
Michels Family Financial, LLC 0.49% No change 1,125 $544K
Frederick Financial Consultants, LLC 0.39% Add +0.5% 1,121 $542K
Unique Wealth Strategies, LLC 0.24% Add +5.6% 1,112 $538K
Contravisory Investment Management, Inc. 0.11% Reduce -1.2% 1,111 $538K
Modera Wealth Management, LLC 0.01% Reduce -11.2% 1,105 $535K
Segment Wealth Management, LLC 0.04% No change 1,101 $533K
Keel Point, LLC 0.04% Add +9.2% 1,096 $531K
First Business Financial Services, Inc. 0.05% No change 1,093 $529K
Inceptionr LLC 0.16% Reduce -14.7% 1,091 $528K
Aurora Private Wealth, Inc. 0.42% No change 1,091 $528K
McRae Capital Management Inc. 0.11% No change 1,085 $525K
Loomis Sayles & Co. L P 0.00% No change 1,082 $524K
Beacon Financial Group 0.06% Reduce -3.6% 1,082 $524K
Aries Wealth Management 0.14% No change 1,082 $524K
Independence Bank of Kentucky 0.08% Reduce -2.3% 1,081 $523K
Impact Partnership Wealth, LLC 0.11% Add +11.3% 1,065 $516K
McLean Asset Management Corp 0.17% Reduce -0.6% 1,206 $514K
Evercore Wealth Management, LLC 0.01% Reduce -0.5% 1,060 $513K
Burt Wealth Advisors 0.13% Reduce -0.2% 1,059 $513K
Dakota Community Bank & Trust NA 2.46% Reduce -5.0% 1,053 $510K
Cetera Trust Company, N.A 0.32% No change 1,050 $508K
Sunflower Bank, N.A. 0.14% Reduce -0.6% 1,036 $502K
Everett Harris & Co. 0.01% No change 1,031 $499K
Flagship Harbor Advisors, LLC 0.03% New 1,029 $498K
Woodmont Investment Counsel LLC 0.04% No change 1,026 $497K
Parkside Financial Bank & Trust 0.06% Add +20.3% 1,020 $494K
Ransom Advisory, Ltd 0.24% No change 1,020 $494K
Legacy Capital Wealth Partners, LLC 0.12% Add +1.0% 1,015 $491K
Pinnacle Financial Partners Inc 0.01% Reduce -9.3% 1,012 $490K
MJP Associates Inc. 0.09% Add +15.9% 1,006 $487K
Brooklyn Investment Group 0.10% Add +9.3% 1,000 $484K
Founders Capital Management, LLC 0.09% No change 1,000 $484K
Fort Sheridan Advisors LLC 0.07% No change 1,000 $484K
Patriot Financial Group Insurance Agency, LLC 0.06% No change 999 $484K
KMG Fiduciary Partners, LLC 0.04% No change 999 $484K
Enzi Wealth 0.20% Reduce -8.6% 1,017 $482K
Harbour Investments, Inc. 0.01% No change 993 $481K
MV Capital Management, Inc. 0.05% No change 991 $480K
Rothschild Investment LLC 0.03% Add +1.8% 983 $476K
Aljian Capital Management, LLC 0.11% Add +0.1% 978 $474K
Simplicity Wealth,LLC 0.04% Reduce -7.3% 976 $473K
Exchange Traded Concepts, LLC 0.01% Add +488.5% 971 $470K
Cigna Investments Inc. 0.09% Reduce -4.7% 963 $467K
Entruity Wealth, LLC 0.44% No change 960 $465K
Bailard, Inc. 0.01% Add +0.2% 954 $462K
Modern Wealth Management, LLC 0.01% Add +12.0% 950 $460K
ERn Financial, LLC 0.07% Reduce -1.7% 948 $459K
Somerset Trust Co 0.16% Add +24.5% 946 $458K
Johnson Financial Group, Inc. 0.02% Reduce -0.9% 941 $456K
Hickory Point Bank & Trust 0.40% No change 941 $456K
Ignite Planners, LLC 0.09% Add +4.5% 968 $455K
Journey Strategic Wealth LLC 0.02% Add +3.0% 938 $454K
3Chopt Investment Partners, LLC 0.12% New 932 $451K
Hills Bank & Trust Co 0.03% Reduce -2.9% 931 $451K
Genus Capital Management Inc. 0.06% — 925 $448K
Daymark Wealth Partners, LLC 0.02% Reduce -1.0% 921 $446K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.0% 917 $444K
Bridgewater Advisors Inc. 0.04% New 940 $444K
Private Trust Co. NA 0.05% Add +1.9% 913 $442K
Beaton Management Co. Inc. 0.23% No change 910 $441K
CreativeOne Wealth, LLC 0.01% Add +9.6% 911 $441K
Ausdal Financial Partners, Inc. 0.03% Add +1.7% 907 $439K
Ellevest, Inc. 0.03% Add +8.5% 907 $439K
Cambridge Financial Group, LLC 0.19% No change 906 $438K
Aaron Wealth Advisors LLC 0.05% Add +1.4% 904 $438K
Ceeto Capital Group, LLC 0.17% No change 901 $436K
Advisors Capital Management, LLC 0.01% Reduce -1.2% 900 $436K
Drive Wealth Management, LLC 0.10% Reduce -2.7% 891 $432K
Williams Jones Wealth Management, LLC. 0.01% No change 890 $431K
Garda Capital Partners LP 0.24% New 888 $430K
First County Bank 0.24% Add +1.1% 885 $428K
McElhenny Sheffield Capital Management, LLC 0.16% Reduce -11.3% 883 $427K
Colonial Trust Co / SC 0.07% Reduce -8.5% 876 $424K
Park National Corp. 0.02% No change 875 $424K
Hengehold Capital Management LLC 0.04% Add +1.3% 874 $423K
Plimoth Trust Co. LLC 0.11% Reduce -8.0% 868 $420K
Compound Planning, Inc. 0.02% Add +9.5% 864 $418K
Avestar Capital, LLC 0.04% Add +32.5% 864 $418K
HBK Sorce Advisory LLC 0.01% Reduce -8.4% 863 $418K
Sendero Wealth Management, LLC 0.06% Add +0.7% 846 $410K
Leavell Investment Management, Inc. 0.02% Add +6.4% 844 $409K
Fort Washington Investment Advisors Inc. 0.00% No change 843 $408K
Busey Bank 0.01% Add +6.2% 834 $404K
IFG Advisory, LLC 0.02% No change 830 $402K
Blue Trust, Inc. 0.01% Reduce -8.7% 828 $401K
New Wave Wealth Advisors LLC 0.18% Add +1.5% 826 $400K
Advisor Resource Council 0.03% New 824 $399K
PDS Planning, Inc 0.03% Add +6.1% 821 $397K
SCS Capital Management LLC 0.01% New 821 $397K
Great Waters Wealth Management 0.06% No change 819 $396K
CenterStar Asset Management, LLC 0.57% New 817 $396K
Axq Capital, LP 0.16% New 814 $394K
Renaissance Group LLC 0.02% Reduce -3.8% 814 $394K
Cairn Investment Group, Inc. 0.22% No change 814 $394K
Tradition Wealth Management, LLC 0.03% Reduce -8.5% 811 $393K
Grove Bank & Trust 0.05% No change 811 $393K
Carr Financial Group Corp 0.13% Add +4.9% 808 $391K
Park Place Capital Corp 0.11% Reduce -3.5% 808 $391K
Whittier Trust Co. 0.01% Reduce -6.7% 804 $389K
Schulhoff & Co. Inc. 0.17% No change 800 $387K
WealthPLAN Partners, LLC 0.05% New 800 $387K
Qsemble Capital Management, LP 0.04% New 797 $386K
Capital Analysts, LLC 0.01% No change 795 $385K
Spahn Wealth & Retirement LLC 0.28% No change 795 $385K
Clark Capital Management Group, Inc. 0.00% Add +23.9% 792 $384K
Jump Financial, LLC 0.01% Add +43.7% 789 $382K
Dakota Wealth Management 0.01% Reduce -1.3% 788 $381K
Interchange Capital Partners, LLC 0.11% Add +62.4% 789 $381K
Pin Oak Investment Advisors Inc. 0.29% No change 788 $380K
First Nebraska Trust Co 0.04% No change 784 $380K
Keystone Financial Group 0.04% Reduce -2.6% 736 $378K
One Wealth Capital Management, LLC 0.20% Add +10.7% 774 $375K
Quantbot Technologies LP 0.01% Reduce -55.1% 774 $375K
Caldwell Sutter Capital, Inc. 0.18% No change 772 $374K
OneAscent Financial Services LLC 0.02% Add +2.3% 768 $373K
First Bank & Trust 0.07% Reduce -0.9% 770 $373K
Ascent Group, LLC 0.02% New 766 $371K
Northeast Financial Group, Inc. 0.14% New 761 $368K
Canal Capital Management, LLC 0.06% Reduce -10.8% 756 $366K
Parcion Private Wealth LLC 0.03% Add +27.5% 756 $366K
Rainier Family Wealth Inc. 0.43% Reduce -5.9% 752 $364K
Burke & Herbert Bank & Trust Co. 0.09% No change 750 $363K
Freestone Grove Partners LP 0.00% New 749 $363K
WealthTrust Axiom LLC 0.11% No change 748 $362K
Sunbelt Securities, Inc. 0.03% Reduce -6.5% 744 $360K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -28.5% 740 $358K
Ameritas Advisory Services, LLC 0.01% Add +0.4% 690 $357K
Cary Street Partners Investment Advisory LLC 0.20% Add +1.1% 733 $355K
Narus Financial Partners, LLC 0.12% Add +1.0% 730 $353K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +3.7% 729 $353K
OneAscent Wealth Management LLC 0.15% Add +7.2% 726 $351K
Voya Financial Advisors, Inc. 0.04% Reduce -5.6% 727 $351K
Kathmere Capital Management, LLC 0.03% Add +0.6% 721 $349K
Progressive Investment Management Corp 0.10% No change 720 $349K
Oak Ridge Investments LLC 0.03% Reduce -2.4% 720 $349K
Essex Financial Services, Inc. 0.03% Reduce -3.9% 719 $348K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +3.0% 712 $345K
Wbi Investments, LLC 0.09% Reduce -52.3% 710 $344K
Ledyard National Bank 0.03% Reduce -4.9% 705 $341K
M.E. Allison & Co., Inc. 0.34% No change 705 $341K
Founders Financial Securities LLC 0.03% Add +5.5% 727 $341K
Mindset Wealth Management, LLC 0.13% No change 698 $338K
Kelly Financial Services LLC 0.12% Add +13.0% 694 $336K
Hudson Bay Capital Management LP 0.00% New 690 $334K
Cerro Pacific Wealth Advisors LLC 0.11% Add +8.8% 627 $334K
IHT Wealth Management, LLC 0.01% Reduce -14.8% 689 $333K
Moneco Advisors, LLC 0.03% Reduce -7.0% 687 $333K
Smith, Moore & Co. 0.03% No change 684 $331K
Proficio Capital Partners LLC 0.03% Reduce -2.1% 683 $331K
Csenge Advisory Group 0.02% Reduce -10.7% 709 $329K
Scotia Capital Inc. 0.00% Reduce -57.4% 675 $327K
Fidelis Capital Partners, LLC 0.03% Add +0.7% 701 $327K
Astoria Portfolio Advisors LLC. 0.11% Reduce -35.6% 688 $325K
Portside Wealth Group, LLC 0.05% Reduce -0.7% 670 $324K
Valmark Advisers, Inc. 0.00% Reduce -17.9% 668 $324K
Concurrent Investment Advisors, LLC 0.01% Add +5.0% 668 $323K
Northwest Bancshares, Inc. 0.06% No change 667 $323K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -17.1% 647 $313K
YHB Investment Advisors, Inc. 0.03% Add +32.2% 645 $312K
WBH Advisory Inc. 0.03% No change 643 $311K
Commerzbank Aktiengesellschaft 0.01% No change 641 $311K
MBB Public Markets I LLC 0.04% New 641 $310K
Equitable Holdings, Inc. 0.00% Reduce -6.7% 636 $308K
SPC Financial, Inc. 0.03% No change 635 $307K
Royal Fund Management, LLC 0.04% Add +0.3% 634 $307K
SlateStone Wealth, LLC 0.03% No change 633 $306K
Deseret Mutual Benefit Administrators 0.15% Reduce -5.4% 632 $306K
MTM Investment Management, LLC 0.12% No change 626 $306K
Bryn Mawr Trust Advisors, LLC 0.02% Add +20.3% 628 $304K
Cape Cod Five Cents Savings Bank 0.03% No change 646 $303K
Evoke Wealth, LLC 0.01% Add +13.4% 626 $303K
Chesapeake Wealth Management 0.11% Reduce -1.6% 625 $303K
Peoples Financial Services Corp. 0.15% No change 625 $303K
Coign Capital Advisors LLC 0.23% No change 623 $302K
All Terrain Financial Advisors, LLC 0.12% No change 623 $302K
Illumine Investment Management, LLC 0.25% No change 622 $301K
Revolve Wealth Partners, LLC 0.04% Reduce -2.2% 618 $299K
OneAscent Investment Solutions LLC 0.35% — 617 $299K
NDVR, Inc. 0.30% Reduce -3.8% 616 $298K
Argus Investors' Counsel, Inc. 0.23% Reduce -1.1% 613 $297K
SeaCrest Wealth Management, LLC 0.03% No change 611 $296K
Adero Partners, LLC 0.02% Add +4.3% 610 $295K
Delta Investment Management, LLC 0.06% Add +6.9% 607 $294K
Graves Light Lenhart Wealth, Inc. 0.04% Add +0.3% 606 $293K
Legacies Wealth LLC 0.22% No change 603 $292K
Cornerstone Wealth Group, LLC 0.02% Add +2.9% 602 $291K
Harbour Investment Management LLC 0.13% Reduce -20.2% 600 $290K
Van Cleef Asset Management,Inc 0.03% Add +20.0% 600 $290K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% Reduce -25.0% 600 $290K
Brookwood Investment Group LLC 0.05% — 598 $290K
Emprise Bank 0.15% Reduce -8.6% 594 $288K
GTS Securities LLC 0.01% Reduce -2.5% 594 $288K
Wealthstream Advisors, Inc. 0.05% Add +1.0% 593 $287K
ICONIQ Capital, LLC 0.01% Add +37.1% 588 $285K
Washington Capital Management, Inc. 0.23% No change 586 $284K
Syntegra Private Wealth Group, LLC 0.03% Add +0.7% 584 $283K
Institute for Wealth Management, LLC. 0.04% Add +3.5% 584 $283K
Veery Capital, LLC 0.11% Reduce -1.9% 584 $283K
Five Oceans Advisors 0.13% Add +0.5% 578 $280K
Liberty Square Wealth Partners LLC 0.11% No change 577 $279K
Aua Capital Management, LLC 0.18% No change 577 $279K
Childress Capital Advisors, LLC 0.08% No change 575 $279K
denkapparat Operations GmbH 0.29% Add +16.7% 572 $277K
Howard Capital Management, LLC 0.01% Reduce -13.5% 571 $276K
Nicolet Advisory Services, LLC 0.03% Add +1.9% 603 $275K
Westmount Partners, LLC 0.08% No change 568 $275K
Accredited Investors Inc. 0.02% New 568 $275K
Apella Capital, LLC 0.01% Add +4.1% 581 $275K
Strategic Blueprint, LLC 0.01% Add +32.0% 565 $274K
Texas Capital Bank Wealth Management Services Inc 0.03% New 555 $269K
Cascade Financial Partners, LLC 0.03% No change 553 $268K
Moody National Bank Trust Division 0.03% Add +10.6% 553 $268K
Wolf Group Capital Advisors 0.09% New 552 $267K
Optimist Retirement Group LLC 0.13% Add +10.4% 551 $267K
Hobbs Group Advisors, LLC 0.10% Add +0.6% 551 $267K
Abel Hall, LLC 0.16% Add +6.4% 550 $266K
Wilkins Investment Counsel Inc. 0.04% Reduce -6.1% 550 $266K
Philadelphia Trust Co. 0.02% No change 550 $266K
Simon Quick Advisors, LLC 0.02% Add +7.7% 549 $266K
Advisory Alpha, LLC 0.01% New 548 $265K
Shelton Capital Management 0.01% Reduce -3.0% 548 $265K
Howard Bailey Securities, LLC 0.09% Reduce -18.9% 544 $263K
Walker Asset Management, LLC 0.16% Add +0.2% 543 $263K
CWA Asset Management Group, LLC 0.01% Add +41.0% 540 $261K
Catalyst Funds Management Pty Ltd 0.07% New 540 $261K
Wealthstar Advisors, LLC 0.12% No change 538 $260K
PFG Private Wealth Management, LLC 0.14% Reduce -0.9% 537 $260K
Perennial Investment Advisors, LLC 0.03% Add +1.3% 537 $260K
Marcum Wealth, LLC 0.02% Reduce -1.3% 536 $259K
Concorde Asset Management, LLC 0.14% Reduce -0.2% 547 $259K
Rehmann Capital Advisory Group 0.02% Add +0.6% 533 $258K
Resonant Capital Advisors, LLC 0.02% Add +3.3% 531 $257K
Kenora Financial, LLC 0.11% Reduce -53.4% 530 $257K
Tufton Capital Management 0.05% No change 530 $257K
SageView Advisory Group, LLC 0.01% Reduce -18.4% 529 $256K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -10.1% 527 $255K
JBF Capital, Inc. 0.05% Reduce -7.9% 525 $254K
Regimen Wealth, LLC 0.08% Add +13.9% 525 $254K
Clifford Swan Investment Counsel LLC 0.01% No change 524 $254K
Hamilton Capital, LLC 0.02% Reduce -12.7% 524 $253K
Cherry Tree Wealth Management, LLC 0.06% No change 521 $252K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 521 $252K
Hemington Wealth Management 0.04% Add +2.0% 521 $252K
Dynamic Technology Lab Private Ltd 0.04% Reduce -55.6% 520 $251K
South Plains Financial, Inc. 0.20% Add +30.8% 518 $251K
Trust Point Inc. 0.02% Reduce -14.7% 517 $250K
Alta Advisers Ltd 0.11% New 516 $250K
River Wealth Advisors LLC 0.03% Reduce -0.6% 516 $250K
Cidel Asset Management Inc. 0.02% Reduce -6.2% 516 $250K
KCM Investment Advisors LLC 0.01% No change 514 $249K
Sivia Capital Partners, LLC 0.12% New 512 $248K
Princeton Global Asset Management LLC 0.05% Reduce -8.9% 510 $247K
Guardian Wealth Advisors, LLC / NC 0.02% Add +5.0% 509 $246K
Birchcreek Wealth Management, LLC 0.16% Reduce -20.8% 508 $246K
Chicago Partners Investment Group LLC 0.01% No change 510 $245K
Gilman Hill Asset Management, LLC 0.04% No change 505 $244K
Howard Financial Services, LTD. 0.03% Add +2.2% 504 $244K
Heritage Investment Group, Inc. 0.05% Reduce -7.2% 504 $244K
Oldfather Financial Services, LLC 0.09% No change 503 $244K
Avantax Planning Partners, Inc. 0.01% Reduce -1.9% 503 $244K
Natural Investments, LLC 0.07% Reduce -1.6% 504 $243K
Baker Tilly Wealth Management, LLC 0.10% Add +0.8% 501 $243K
U.S. Capital Wealth Advisors, LLC 0.01% Add +27.9% 500 $242K
Brooks, Moore & Associates, Inc. 0.14% No change 500 $242K
Douglas Lane & Associates, LLC 0.00% No change 500 $242K
Employees Retirement System of Texas 0.00% Reduce -99.5% 500 $242K
Sunbeam Capital Management, LLC 0.23% No change 499 $242K
Stock Yards Bank & Trust Co. 0.01% Add +2.7% 499 $242K
Eagle Bay Advisors LLC 0.20% Add +19.8% 497 $240K
Cornerstone Planning Group LLC 0.06% Add +2.0% 505 $238K
Clear Creek Financial Management, LLC 0.02% New 489 $237K
Los Angeles Capital Management LLC 0.00% Reduce -98.8% 488 $236K
Bahl & Gaynor LLC 0.00% New 487 $236K
Revisor Wealth Management LLC 0.10% New 486 $235K
Ascentis Wealth Management, LLC 0.08% New 481 $235K
Platform Technology Partners 0.07% Add +0.4% 484 $234K
Paragon Private Wealth Management, LLC 0.11% Add +1.1% 483 $234K
GenTrust, LLC 0.01% Reduce -3.2% 480 $233K
Confluence Investment Management LLC 0.00% No change 480 $232K
Penserra Capital Management LLC 0.00% Reduce -32.0% 480 $232K
LRI Investments, LLC 0.02% Reduce -32.8% 479 $232K
Chicago Capital, LLC 0.01% New 478 $231K
Okabena Investment Services Inc. 0.06% New 477 $231K
Private Client Services, LLC 0.11% Add +0.2% 477 $231K
Arete Wealth Advisors, LLC 0.02% Add +1.9% 472 $229K
Maridea Wealth Management LLC 0.07% New 473 $229K
TCI Wealth Advisors, Inc. 0.02% Add +0.6% 472 $229K
Rebalance, LLC 0.02% No change 472 $229K
Petrus Trust Company, LTA 0.02% Reduce -75.6% 471 $228K
Old National Bancorp 0.01% Add +0.2% 471 $228K
Mutual Advisors, LLC 0.01% Reduce -8.9% 489 $228K
Wealthcare Advisory Partners LLC 0.01% Add +7.5% 470 $228K
Alpha Family Trust 0.13% No change 470 $228K
Horan Securities, Inc. 0.09% No change 469 $227K
Midland Wealth Advisors, LLC 0.01% Reduce -14.7% 464 $225K
Crews Bank & Trust 0.04% No change 458 $222K
Savvy Advisors, Inc. 0.02% Add +10.1% 457 $221K
Bar Harbor Wealth Management 0.01% Add +1.8% 457 $221K
Empower Advisory Group, LLC 0.00% Reduce -1.7% 457 $221K
Washington Trust Advisors, Inc. 0.02% No change 457 $221K
Family Firm, Inc. 0.05% Add +0.4% 457 $221K
Quotient Wealth Partners, LLC 0.01% Add +1.6% 454 $220K
Nwam LLC 0.02% Reduce -5.2% 453 $219K
Rockland Trust Co. 0.01% Reduce -49.2% 452 $219K
Boyd Watterson Asset Management LLC 0.07% No change 450 $218K
West Oak Capital, LLC 0.12% No change 450 $218K
Abacus Planning Group, Inc. 0.04% Add +0.7% 448 $217K
Avidian Wealth Enterprises, LLC 0.01% Add +0.7% 446 $216K
Bordeaux Wealth Advisors LLC 0.04% Reduce -3.7% 443 $214K
Legacy Financial Advisors, Inc. 0.04% Reduce -2.0% 442 $214K
CVA Family Office, LLC 0.03% Add +1.6% 442 $214K
Plancorp, LLC 0.01% Add +4.8% 441 $213K
Fisher Asset Management 0.00% Add +9.4% 440 $213K
Moors & Cabot, Inc. 0.01% Reduce -2.7% 438 $212K
Kaufman Rossin Wealth, LLC 0.15% New 437 $212K
Joel Isaacson & Co., LLC 0.01% Reduce -9.0% 437 $212K
Tiemann Investment Advisors, LLC 0.10% Reduce -4.4% 436 $211K
one8zero8, LLC 0.05% Reduce -0.7% 436 $211K
Marathon Capital Management 0.06% Reduce -1.1% 435 $211K
Hanson & Doremus Investment Management 0.03% No change 433 $210K
Bank Pictet & Cie (Europe) AG 0.01% New 433 $210K
Eisler Capital Management Ltd. 0.01% Add +176.9% 432 $209K
Aureus Asset Management, LLC 0.01% No change 432 $209K
Rappaport Reiches Capital Management, LLC 0.05% New 431 $209K
Olympiad Research LP 0.24% New 429 $208K
Independent Family Office, LLC 0.11% No change 428 $207K
AssuredPartners Investment Advisors, LLC 0.04% New 428 $207K
GHP Investment Advisors, Inc. 0.01% Add +0.7% 424 $205K
Geneos Wealth Management Inc. 0.01% Add +21.8% 424 $205K
Walleye Capital LLC 0.00% Reduce -15.4% 424 $205K
Tortoise Investment Management, LLC 0.02% Reduce -10.9% 423 $205K
Macroview Investment Management LLC 0.19% Add +0.7% 423 $205K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -23.4% 420 $203K
Wimmer Associates 1, LLC 0.11% No change 390 $203K
Silvia McColl Wealth Management, LLC 0.15% No change 418 $202K
Semus Wealth Partners LLC 0.14% New 418 $202K
Lansing Street Advisors 0.07% New 416 $201K
Delta Financial Group, Inc. 0.05% New 395 $201K
Weaver Consulting Group 0.06% Reduce -5.5% 415 $201K
Harbor Investment Advisory, LLC 0.02% No change 412 $199K
USA Financial Formulas 0.03% Add +18.8% 399 $193K
State of Wyoming 0.03% Add +7.3% 398 $193K
Riverview Trust Co 0.19% Reduce -0.5% 390 $189K
GeoWealth Management, LLC 0.01% Reduce -44.7% 389 $188K
2UniFi Bank 0.11% No change 330 $177K
Creative Financial Designs Inc. 0.01% Add +0.6% 364 $176K
North Capital, Inc. 0.16% — 360 $174K
United Community Bank 0.06% Add +5.3% 359 $174K
Financial Perspectives, Inc 0.06% Add +0.3% 338 $163K
Webster Bank, N. A. 0.02% Reduce -14.5% 307 $149K
North Star Investment Management Corp. 0.01% No change 307 $149K
Ostrum Asset Management 0.01% Reduce -2.9% 303 $147K
Arax Advisory Partners 0.01% Add +320.0% 294 $142K
Armstrong Advisory Group, Inc. 0.01% No change 265 $141K
Westpac Banking Corp. 0.01% No change 290 $140K
NBT Bank, N.A. 0.01% No change 290 $140K
Transce3nd, LLC 0.06% Reduce -21.1% 285 $138K
Capital A Wealth Management, LLC 0.14% Add +0.3% 284 $137K
Field & Main Bank 0.05% Reduce -8.2% 280 $136K
Cromwell Holdings LLC 0.09% Add +2.2% 279 $135K
Centaurus Financial, Inc. 0.01% No change 276 $134K
Acropolis Investment Management, LLC 0.01% Reduce -28.1% 276 $134K
Anchor Investment Management, LLC 0.01% No change 270 $131K
New Age Alpha Advisors, LLC 0.01% Reduce -96.6% 264 $128K
Sentry Investment Management LLC 0.09% Reduce -22.9% 296 $127K
S-Bank Fund Management Ltd 0.02% — 262 $127K
Breakwater Investment Management 0.05% No change 261 $126K
McIlrath & Eck, LLC 0.02% No change 261 $126K
Icon Wealth Advisors, LLC 0.01% No change 261 $126K
Allianz SE 0.00% No change 260 $126K
Kozak & Associates, Inc. 0.03% Add +0.4% 263 $125K
Kiker Wealth Management, LLC 0.08% New 256 $124K
Heritage Wealth Advisors 0.01% Reduce -1.2% 254 $123K
Hamilton Capital Partners Inc. 0.01% Reduce -2.7% 251 $122K
Coston, McIsaac & Partners 0.04% No change 252 $121K
Cohen & Steers, Inc. 0.00% New 250 $121K
Wayfinding Financial, LLC 0.05% New 249 $120K
Old Second National Bank of Aurora 0.03% Reduce -0.8% 245 $119K
GW&K Investment Management, LLC 0.00% No change 234 $113K
1620 Investment Advisors, Inc. 0.08% No change 220 $107K
Hopwood Financial Services, Inc. 0.08% Add +30.3% 215 $104K
Versant Capital Management, Inc 0.02% Add +48.3% 212 $103K
Motco 0.01% No change 205 $99K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 205 $99K
Central Pacific Bank - Trust Division 0.01% Reduce -72.3% 200 $97K
Kimelman & Baird, LLC 0.01% No change 200 $97K
Pinnacle Bancorp, Inc. 0.03% Reduce -6.6% 197 $95K
Security National Bank 0.02% No change 191 $92K
Montag A & Associates Inc. 0.00% No change 186 $90K
Flagship Wealth Advisors, LLC 0.04% No change 185 $90K
Global Financial Private Client, LLC 0.03% Add +6.4% 183 $89K
Hexagon Capital Partners LLC 0.02% Reduce -7.7% 180 $87K
Laurel Wealth Advisors LLC 0.01% Add +0.6% 177 $86K
American National Bank & Trust 0.01% Add +4.2% 175 $85K
Resources Management Corp. /CT/ 0.01% No change 165 $80K
Raleigh Capital Management Inc. 0.04% Reduce -34.3% 165 $80K
Fortitude Family Office, LLC 0.03% No change 159 $77K
Morton Brown Family Wealth, LLC 0.03% No change 159 $77K
Operose Advisors LLC 0.03% Add +562.5% 159 $77K
Tompkins Financial Corp. 0.01% No change 159 $77K
Alpine Bank Wealth Management 0.01% — 156 $76K
High Note Wealth, LLC 0.02% No change 155 $75K
West Branch Capital LLC 0.02% No change 153 $74K
Silvant Capital Management LLC 0.00% No change 152 $74K
Estabrook Capital Management 0.01% Reduce -11.8% 150 $73K
WASHINGTON TRUST Co 0.00% No change 150 $73K
Evermay Wealth Management LLC 0.01% No change 148 $72K
Iron Horse Wealth Management, LLC 0.02% Add +5.1% 145 $70K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 138 $67K
CoreCap Advisors, LLC 0.00% Add +0.8% 134 $65K
Itau Unibanco Holding S.A. 0.00% Reduce -9.7% 130 $63K
Westend Capital Management, LLC 0.02% No change 129 $62K
West Paces Advisors Inc. 0.01% No change 126 $61K
Ameriflex Group, Inc. 0.02% No change 125 $61K
Ofi Invest Asset Management 0.00% Add +47.3% 134 $60K
Tobam 0.03% Reduce -22.6% 123 $60K
SouthState Bank Corp 0.00% Add +757.1% 120 $58K
Battery Global Advisors, LLC 0.03% No change 119 $58K
Sound Income Strategies, LLC 0.00% Add +68.7% 113 $55K
First Financial Corp. 0.03% Reduce -20.3% 110 $53K
Clean Yield Group 0.02% No change 110 $53K
JFS Wealth Advisors, LLC 0.00% Reduce -5.4% 106 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +45.8% 105 $51K
Trifecta Capital Advisors, LLC 0.01% No change 105 $51K
Lowe Wealth Advisors, LLC 0.02% No change 100 $48K
Delta Asset Management LLC 0.00% No change 100 $48K
Zions Bancorporation, National Association 0.00% — 100 $48K
TCTC Holdings, LLC 0.00% Add +100.0% 98 $47K
Covestor Ltd 0.03% Add +1.1% 94 $46K
Asset Dedication, LLC 0.00% Reduce -39.2% 93 $45K
Bell Investment Advisors, Inc 0.01% No change 91 $44K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +2.3% 89 $43K
Promus Capital, LLC 0.03% No change 88 $43K
Millstone Evans Group, LLC 0.03% No change 88 $43K
Albion Financial Group 0.00% No change 87 $42K
Group One Trading LLC 0.00% Reduce -69.1% 86 $42K
Byrne Asset Management LLC 0.04% Reduce -23.4% 85 $41K
Golden State Wealth Management, LLC 0.01% Add +18.3% 84 $41K
Oakworth Capital, Inc. 0.00% Add +23.9% 83 $40K
SBI Securities Co., Ltd. 0.00% No change 80 $39K
Abound Wealth Management 0.01% Reduce -4.8% 79 $38K
Adirondack Trust Co. 0.01% No change 79 $38K
Opal Wealth Advisors, LLC 0.01% New 74 $36K
WPG Advisers, LLC 0.03% Reduce -24.2% 69 $33K
Roble, Belko & Company, Inc 0.01% No change 69 $33K
Clearstead Trust, LLC 0.01% No change 68 $33K
Transamerica Financial Advisors, LLC 0.00% Reduce -94.9% 66 $32K
Mascoma Wealth Management LLC 0.01% No change 66 $32K
Leonteq Securities AG 0.00% New 65 $31K
Key Financial Inc 0.01% No change 61 $30K
REAP Financial Group, LLC 0.01% Add +42.9% 60 $29K
TD Capital Management LLC 0.00% Add +566.7% 60 $29K
Accordant Advisory Group Inc 0.03% No change 60 $29K
Wealth Preservation Advisors, LLC 0.02% — 60 $29K
Holos Integrated Wealth LLC 0.02% No change 60 $29K
Country Trust Bank 0.00% Reduce -13.0% 60 $29K
DiNuzzo Private Wealth, Inc. 0.00% No change 58 $28K
Westside Investment Management, Inc. 0.01% No change 58 $28K
Bangor Savings Bank 0.00% Reduce -7.9% 58 $28K
Bank & Trust Co 0.02% No change 57 $28K
Creative Capital Management Investments LLC 0.01% No change 56 $27K
Mechanics Financial Corp 0.01% No change 55 $27K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 55 $27K
Piscataqua Savings Bank 0.02% Reduce -21.4% 55 $27K
Hantz Financial Services, Inc. 0.00% Add +10.4% 53 $26K
Rise Advisors, LLC 0.01% Add +46.0% 54 $26K
Whipplewood Advisors, LLC 0.02% Reduce -41.5% 31 $26K
Rialto Wealth Management, LLC 0.01% Add +1.9% 53 $26K
AdvisorNet Financial, Inc 0.00% Reduce -20.9% 53 $26K
Twin Lakes Capital Management, LLC 0.02% Reduce -33.8% 53 $25K
Wolff Wiese Magana LLC 0.02% No change 50 $24K
PFS Partners, LLC 0.01% No change 50 $24K
TruNorth Capital Management, LLC 0.01% New 50 $24K
Financial Management Professionals, Inc. 0.00% Reduce -5.8% 49 $24K
Founders Capital Management 0.01% No change 48 $23K
Valued Wealth Advisors LLC 0.01% Reduce -19.0% 47 $23K
MCF Advisors LLC 0.00% No change 46 $22K
Solstein Capital, LLC 0.01% No change 46 $22K
Financial Freedom, LLC 0.01% No change 45 $22K
Toth Financial Advisory Corp. 0.00% No change 45 $22K
Sierra Ocean, LLC 0.02% No change 42 $20K
BOK Financial Private Wealth, Inc. 0.00% Add +2000.0% 42 $20K
Copia Wealth Management 0.02% No change 40 $19K
TFC Financial Management, Inc. 0.00% No change 39 $19K
Center for Financial Planning, Inc. 0.00% No change 39 $19K
Saudi Central Bank 0.10% New 38 $18K
Continuum Advisory, LLC 0.00% Add +2.7% 38 $18K
Rogco, LP 0.01% No change 37 $18K
Reyes Financial Architecture, Inc. 0.01% No change 35 $17K
Hager Investment Management Services, LLC 0.01% No change 35 $17K
Beacon Capital Management, LLC 0.00% Add +66.7% 35 $17K
Birchbrook, Inc. 0.01% No change 34 $16K
NewSquare Capital LLC 0.00% Add +580.0% 34 $16K
Bruce G. Allen Investments, LLC 0.01% Add +37.5% 33 $16K
IAG Wealth Partners, LLC 0.00% Add +1000.0% 33 $16K
Cheviot Value Management, LLC 0.00% New 33 $16K
Strategic Investment Solutions, Inc. 0.00% No change 33 $16K
Prestige Wealth Management Group LLC 0.00% No change 32 $15K
New Millennium Group LLC 0.01% Reduce -8.6% 32 $15K
Ogorek Anthony Joseph /NY/ 0.00% New 31 $15K
FSA Wealth Management LLC 0.01% No change 30 $15K
Investors Research Corp 0.00% New 30 $15K
Banque Transatlantique SA 0.00% No change 30 $15K
Main Street Group, LTD 0.01% No change 28 $13K
Montag & Caldwell, LLC 0.00% No change 27 $13K
Carolinas Wealth Consulting LLC 0.00% Add +4.0% 26 $13K
JNBA Financial Advisors 0.00% No change 26 $13K
Salomon & Ludwin, LLC 0.00% No change 26 $13K
Synergy Investment Management, LLC 0.01% No change 25 $12K
Nemes Rush Group LLC 0.00% No change 25 $12K
Costello Asset Management, INC 0.00% New 24 $12K
Financial Network Wealth Advisors LLC 0.02% Add +166.7% 24 $12K
City Holding Co. 0.00% New 24 $12K
Flaharty Asset Management, LLC 0.00% New 21 $10K
Indiana Trust & Investment Management Co 0.00% No change 20 $10K
Cedar Wealth Management, LLC 0.00% No change 20 $10K
Atala Financial Inc 0.01% No change 19 $9K
Capital Advisors, Ltd. LLC 0.00% No change 18 $9K
Legacy Wealth Managment, LLC 0.01% New 18 $9K
Glen Eagle Advisors, LLC 0.00% No change 18 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 18 $9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -28.0% 18 $8K
Sittner & Nelson, LLC 0.00% No change 17 $8K
City State Bank 0.00% No change 17 $8K
Avion Wealth 0.00% No change 16 $8K
Dunhill Financial, LLC 0.00% Reduce -27.3% 16 $8K
Sachetta, LLC 0.00% Reduce -23.8% 16 $8K
Silicon Valley Capital Partners 0.00% No change 15 $7K
Highline Wealth Partners LLC 0.00% Add +7.7% 14 $7K
Catherine Avery Investment Management LLC 0.01% No change 14 $7K
Raffa Wealth Management, LLC 0.00% Reduce -57.6% 14 $7K
SJS Investment Consulting Inc. 0.00% Add +7.7% 14 $7K
Fairman Group, LLC 0.01% No change 12 $6K
Brown, Lisle/Cummings, Inc. 0.00% Add +30.0% 13 $6K
Atlas Capital Advisors Inc. 0.00% No change 12 $6K
Stonebridge Financial Group, LLC 0.00% Add +9.1% 12 $6K
CBIZ Investment Advisory Services, LLC 0.00% New 12 $6K
NFSG Corp 0.00% No change 11 $5K
Frazier Financial Advisors, LLC 0.00% No change 11 $5K
Godsey & Gibb, Inc. 0.00% No change 11 $5K
Granite FO LLC 0.00% No change 9 $4K
Darwin Wealth Management, LLC 0.00% No change 7 $4K
Vision Financial Markets LLC 0.00% No change 9 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $4K
Noble Wealth Management PBC 0.00% No change 8 $4K
Bogart Wealth, LLC 0.00% Add +166.7% 8 $4K
Dogwood Wealth Management LLC 0.00% New 7 $3K
Union Savings Bank 0.00% No change 7 $3K
Hughes Financial Services, LLC 0.00% New 6 $3K
WealthTrak Capital Management LLC 0.00% Reduce -14.3% 6 $3K
Accredited Wealth Management, LLC 0.00% No change 6 $3K
Clark Wealth Partners 0.00% No change 6 $3K
Winch Advisory Services, LLC 0.00% No change 5 $2K
Activest Wealth Management 0.00% Add +0.0% 5 $2K
Garde Capital, Inc. 0.00% New 5 $2K
McClarren Financial Advisors, Inc. 0.00% New 484 $2K
HHM Wealth Advisors, LLC 0.00% No change 4 $2K
Aspect Partners, LLC 0.00% Reduce -20.0% 4 $2K
Cape Investment Advisory, Inc. 0.00% No change 4 $2K
Dagco, Inc. 0.00% New 4 $2K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 4 $2K
True Wealth Design, LLC 0.00% Reduce -66.7% 3 $1K
Addison Advisors LLC 0.00% No change 3 $1K
Signature Resources Capital Management, LLC 0.00% No change 3 $1K
Parkworth Wealth Management, Inc. 0.00% No change 3 $1K
Bay Harbor Wealth Management, LLC 0.00% New 3 $1K
BankPlus Trust Department 0.00% No change 3 $1K
Rosenberg Matthew Hamilton 0.00% No change 3 $1K
Core Alternative Capital 0.00% No change 3 $1K
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $1K
Winnacle Wealth LLC 0.00% Add +50.0% 3 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 2 $972
American Capital Advisory, LLC 0.00% New 2 $969
HFM Investment Advisors, LLC 0.00% — 2 $969
Riggs Asset Managment Co. Inc. 0.00% No change 2 $969
ROSS\JOHNSON & Associates LLC 0.02% New 2 $968
Chesapeake Asset Management LLC 0.00% Add +100.0% 2 $968
Bare Financial Services, Inc 0.00% New 2 $968
Nvwm, LLC 0.00% No change 2 $968
Ruedi Wealth Management, Inc. 0.00% No change 2 $968
Perkins Coie Trust Co 0.00% New 2 $968
Greenline Partners, LLC 0.00% New 2 $968
Quest 10 Wealth Builders, Inc. 0.00% New 1 $687
Redwood Park Advisors LLC 0.00% No change 1 $485
Private Wealth Management Group, LLC 0.00% No change 1 $485
Wood Tarver Financial Group, LLC 0.00% No change 1 $485
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $485
Y.D. More Investments Ltd 0.00% Add +14.1% 138 $180

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