Ameriprise FinancialAMP

13F holders, Q2 2025 (June 30)
1,364holders −6
101new positions
102sold out
7famous investors
$533.63avg. 13F price*

At the end of Q2 2025, 1,364 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, down 6 from Q1 2025. 101 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($6.6B), BlackRock, Inc. ($5.1B) and JPMorgan Chase & Co. ($3.3B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions101$113.3M
Exits102$367.4M

All 13F filers, Q1 2025 → Q2 2025: 2,787,782 shares bought and 5,471,760 shares sold, net −2,683,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,364 holders

Vanguard Group Inc. 0.11% Add +0.9% 12,432,261 $6.6B
BlackRock, Inc. 0.10% Add +0.5% 9,483,179 $5.1B
JPMorgan Chase & Co. 0.23% Add +7.7% 6,270,995 $3.3B
State Street Corp. 0.09% Reduce -1.9% 4,401,193 $2.3B
Geode Capital Management, LLC 0.11% Add +1.7% 2,818,428 $1.5B
Aristotle Capital Management, LLC 2.62% Reduce -19.5% 2,547,591 $1.4B
Morgan Stanley 0.08% Reduce -0.0% 2,286,605 $1.2B
Norges Bank 0.09% Add +1.1% 1,299,788 $693.7M
UBS Group AG 0.14% Reduce -6.3% 1,278,522 $682.4M
Northern Trust Corp. 0.09% Add +0.4% 1,242,424 $663.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -46.0% 1,211,120 $646.4M
Boston Partners 0.70% Add +3.1% 1,179,876 $629.7M
Nuveen, LLC 0.16% Add +10.9% 1,075,032 $573.8M
Dimensional Fund Advisors LP 0.13% Reduce -1.6% 1,071,884 $572.1M
Goldman Sachs Group Inc. 0.09% Reduce -11.0% 1,054,808 $563.0M
Invesco Ltd. 0.08% Add +8.7% 885,447 $472.6M
Deutsche Bank AG 0.16% Add +2.1% 837,871 $447.2M
Bank of New York Mellon Corp 0.08% Reduce -8.5% 828,220 $442.0M
FMR LLC 0.02% Reduce -4.0% 802,120 $428.1M
Federated Hermes, Inc. 0.75% Add +22.4% 747,083 $398.7M
Lyrical Asset Management LP 5.55% Reduce -8.5% 720,660 $384.6M
Royal Bank of Canada 0.07% Reduce -5.8% 690,441 $368.5M
Bank of America Corp. 0.03% Reduce -12.0% 658,092 $351.2M
Envestnet Asset Management Inc. 0.10% Reduce -3.2% 625,497 $333.8M
Charles Schwab Investment Management Inc. 0.06% Add +0.6% 605,459 $323.2M
Beutel, Goodman & Co Ltd. 1.73% Add +18.0% 570,080 $304.3M
Legal & General Group Plc 0.08% Reduce -6.0% 568,726 $303.5M
AQR Capital Management 0.22% Add +15.6% 497,873 $265.3M
HSBC Holdings PLC 0.17% Add +29.8% 491,058 $262.1M
TD Asset Management Inc 0.21% Reduce -9.5% 450,909 $240.7M
First Trust Advisors LP 0.18% Reduce -26.7% 412,966 $220.4M
Epoch Investment Partners, Inc. 1.10% Reduce -8.4% 397,435 $212.1M
Amundi 0.07% Reduce -22.2% 382,219 $207.3M
Barclays PLC 0.08% Add +54.9% 385,943 $206.0M
Thrivent Financial for Lutherans 0.43% Reduce -13.0% 356,896 $190.5M
PNC Financial Services Group, Inc. 0.12% Reduce -4.0% 350,152 $186.9M
T. Rowe Price Associates Inc. 0.02% Add +5.5% 350,067 $186.8M
Robeco Institutional Asset Management B.V. 0.29% Reduce -24.1% 333,016 $177.7M
Maj Invest Holding A/S 6.17% Reduce -0.9% 330,200 $176.2M
Silvercrest Asset Management Group LLC 0.99% Reduce -4.2% 274,965 $146.8M
LSV Asset Management 0.34% Reduce -29.2% 274,070 $146.3M
CIBC Private Wealth Group LLC 0.26% Reduce -20.8% 269,432 $143.8M
Principal Financial Group Inc. 0.07% Reduce -1.3% 264,834 $141.3M
Massachusetts Financial Services Co. 0.04% Add +8.4% 262,833 $140.3M
TrinityBridge Ltd 4.05% Reduce -12.0% 259,897 $138.7M
American Century Companies Inc. 0.07% Add +6.1% 257,656 $137.5M
Swedbank AB 0.15% Add +2.7% 253,739 $135.4M
Millennium Management 0.12% Add +446.3% 249,712 $133.3M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +4.9% 229,794 $122.6M
Franklin Resources Inc. 0.03% Reduce -12.3% 225,108 $120.1M
Victory Capital Management Inc. 0.08% Add +19.4% 224,224 $119.7M
Sterling Capital Management LLC 1.63% Reduce -7.3% 214,844 $114.7M
Rhumbline Advisers 0.10% Reduce -0.8% 212,542 $113.4M
Raymond James Financial Inc. 0.04% Add +6.1% 210,961 $112.6M
Bank of Montreal 0.06% Reduce -13.8% 208,605 $111.3M
Sei Investments Co. 0.12% Reduce -15.0% 200,534 $107.0M
Qube Research & Technologies Ltd 0.15% Add +5.1% 196,208 $104.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Reduce -3.8% 186,571 $99.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +7.3% 182,296 $97.3M
California Public Employees Retirement System 0.06% Add +1.2% 177,790 $94.9M
Captrust Financial Advisors 0.21% Add +3.6% 176,010 $93.9M
Welch & Forbes LLC 1.17% Reduce -1.4% 175,953 $93.9M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -2.3% 163,098 $87.1M
Lord, Abbett & Co. LLC 0.28% Reduce -12.8% 156,812 $83.7M
Citigroup Inc. 0.06% Add +16.3% 156,636 $83.6M
Brown Advisory Inc. 0.11% Reduce -3.8% 153,010 $81.7M
BNP Paribas Financial Markets 0.06% Add +14.2% 152,254 $81.3M
Canada Pension Plan Investment Board 0.07% Reduce -27.2% 151,951 $81.1M
National Pension Service 0.07% Reduce -38.7% 146,256 $78.1M
California State Teachers Retirement System 0.09% Add +2.7% 144,176 $77.0M
AXA S.A. 0.22% Reduce -9.1% 143,158 $76.4M
Wells Fargo & Company 0.02% Reduce -4.3% 142,728 $76.2M
Truist Financial Corp. 0.11% Reduce -8.1% 138,591 $74.0M
Natixis Advisors, LLC 0.12% Add +7.9% 138,408 $73.9M
Manufacturers Life Insurance Company, The 0.07% Reduce -0.9% 134,979 $72.0M
KBC Group NV 0.19% Add +0.3% 134,483 $71.8M
Alliancebernstein L.P. 0.02% Reduce -4.3% 128,366 $68.5M
TCW Group Inc. 0.49% Reduce -3.2% 116,884 $62.4M
Midwest Trust Co 0.80% — 108,519 $57.9M
Voya Investment Management LLC 0.07% Reduce -2.8% 107,882 $57.6M
Treasurer of the State of North Carolina 0.18% Add +62.3% 107,146 $57.2M
Todd Asset Management LLC 1.15% Reduce -1.1% 99,689 $53.2M
State Board of Administration of Florida Retirement System 0.09% Add +1.1% 97,984 $52.3M
Russell Investments Group, Ltd. 0.07% Reduce -29.1% 97,340 $51.9M
National Bank of Canada 0.06% Add +9.7% 96,283 $51.4M
Worldquant Millennium Advisors LLC 0.25% Reduce -4.8% 95,694 $51.1M
Assenagon Asset Management S.A. 0.08% Add +350.4% 94,236 $50.3M
US Bancorp \de 0.06% Reduce -0.0% 93,954 $50.1M
MML Investors Services, LLC 0.14% Add +3.8% 92,692 $49.5M
Jane Street Group, LLC 0.08% Add +339.3% 92,683 $49.5M
BI Asset Management Fondsmaeglerselskab A/S 0.48% Add +8.2% 91,109 $48.6M
New York State Teachers Retirement System 0.10% Reduce -0.2% 90,825 $48.5M
CANADA LIFE ASSURANCE Co 0.08% Reduce -11.0% 89,577 $47.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +46.2% 88,823 $47.4M
Lazard Asset Management LLC 0.07% Add +20.6% 83,221 $44.4M
Moran Wealth Management, LLC 1.29% Reduce -3.5% 77,993 $41.6M
Korea Investment CORP 0.09% Reduce -17.6% 77,978 $41.6M
Stifel Financial Corp. 0.04% Reduce -0.6% 77,102 $41.2M
Atwood & Palmer Inc. 2.57% Add +0.0% 77,107 $41.2M
LPL Financial LLC 0.01% Add +6.7% 75,404 $40.2M
Zacks Investment Management 0.34% Add +0.2% 74,454 $39.7M
Aviva PLC 0.08% Add +8.0% 74,202 $39.6M
Capital World Investors 0.01% Add +6.1% 73,627 $39.3M
Aberdeen Group plc 0.06% Add +12.1% 71,300 $38.1M
Adage Capital Partners Gp, L.L.C. 0.06% Add +56.7% 70,168 $37.5M
Teachers Retirement System of the State of Kentucky 0.30% Add +0.3% 70,151 $37.4M
Pictet Asset Management Holding SA 0.04% Reduce -1.9% 69,565 $37.1M
MassMutual Private Wealth & Trust, FSB 0.99% Reduce -0.9% 69,517 $37.1M
Rockefeller Capital Management L.P. 0.08% Reduce -11.8% 68,275 $36.4M
Cerity Partners LLC 0.06% Reduce -2.4% 67,995 $36.3M
Wedge Capital Management L L P 0.65% Reduce -1.0% 67,915 $36.2M
Danske Bank A/S 0.09% Reduce -28.9% 67,878 $36.2M
Pinebridge Investments, L.P. 0.28% Add +76.3% 67,271 $35.9M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +27.1% 65,791 $35.1M
Aware Super Pty Ltd as trustee of Aware Super 0.51% No change 64,849 $34.6M
Prudential Financial Inc. 0.04% Add +4.1% 64,625 $34.5M
Ferguson Wellman Capital Management, Inc. 0.56% Add +0.0% 59,770 $31.9M
DekaBank Deutsche Girozentrale 0.06% Reduce -1.4% 58,558 $31.0M
Schroder Investment Management Group 0.03% Reduce -10.9% 58,112 $31.0M
Aristotle Atlantic Partners, LLC 0.94% Reduce -3.2% 57,609 $30.7M
J. Safra Sarasin Holding AG 0.53% Reduce -6.8% 57,604 $30.7M
State of Wisconsin Investment Board 0.07% Reduce -12.2% 57,424 $30.6M
Brandywine Global Investment Management, LLC 0.22% Reduce -2.3% 56,653 $30.2M
Alley Investment Management Company, LLC 3.44% Reduce -5.7% 53,239 $28.4M
New York State Common Retirement Fund 0.04% Reduce -0.2% 52,929 $28.2M
Storebrand Asset Management As 0.08% Reduce -4.5% 52,777 $28.2M
Keybank National Association 0.10% Reduce -3.3% 52,548 $28.0M
Toronto Dominion Bank 0.06% Reduce -2.4% 52,511 $28.0M
Erste Asset Management GmbH 0.24% Add +42.9% 52,942 $27.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +17.6% 52,054 $27.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% No change 51,928 $27.7M
Commonwealth Equity Services, LLC 0.04% Add +2.7% 50,834 $27.1M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.3% 50,578 $27.0M
Applied Finance Capital Management, LLC 1.84% Add +12.7% 50,320 $26.9M
Calamos Advisors LLC 0.17% No change 49,684 $26.5M
PhiloSmith Capital Corp 7.25% No change 48,850 $26.1M
NorthCoast Asset Management LLC 0.11% Reduce -0.9% 48,502 $25.9M
Associated Banc-Corp 0.72% Reduce -0.9% 47,779 $25.5M
Nisa Investment Advisors, LLC 0.11% Reduce -6.2% 47,485 $25.3M
Neuberger Berman Group LLC 0.02% Add +8.0% 47,123 $25.2M
APG Asset Management N.V. 0.07% Add +2.3% 53,400 $24.3M
Forsta Ap-Fonden 0.15% Add +30.6% 44,000 $23.5M
Public Employees Retirement System of Ohio 0.08% Add +4.1% 43,764 $23.4M
State of Tennessee, Department of Treasury 0.08% Reduce -5.6% 42,789 $22.8M
Nomura Asset Management Co. Ltd. 0.06% Add +2.7% 42,731 $22.8M
Citadel Advisors 0.02% Reduce -21.9% 42,550 $22.7M
Asset Management One Co., Ltd. 0.07% Reduce -1.1% 42,110 $22.5M
Basswood Capital Management, L.L.C. 1.11% No change 41,930 $22.4M
Royal London Asset Management Ltd. 0.05% Reduce -12.1% 41,629 $22.2M
HighTower Advisors, LLC 0.03% Reduce -9.3% 41,020 $21.9M
CSM Advisors, LLC 0.63% New 40,403 $21.6M
Vest Financial, LLC 0.30% Reduce -30.6% 40,355 $21.5M
Bridgewater Associates 0.08% Reduce -61.3% 39,197 $20.9M
Tudor Investment Corporation 0.16% New 38,910 $20.8M
Greatmark Investment Partners, Inc. 2.59% Add +2.0% 38,625 $20.6M
Comerica Bank 0.08% Reduce -1.1% 38,575 $20.6M
Mediolanum International Funds Ltd 0.25% Add +5.8% 38,831 $20.5M
Boston Common Asset Management, LLC 0.57% Reduce -4.0% 38,052 $20.3M
Cohen Klingenstein LLC 0.67% No change 37,723 $20.1M
Cetera Investment Advisers 0.03% Reduce -4.1% 36,719 $19.6M
Copeland Capital Management, LLC 0.40% Reduce -0.4% 36,254 $19.4M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -3.0% 35,854 $19.1M
Tredje AP-fonden 0.15% No change 35,819 $19.1M
Mariner, LLC 0.03% Add +2.6% 35,192 $18.8M
Man Group plc 0.04% Reduce -32.9% 35,157 $18.8M
M&T Bank Corp 0.06% Reduce -12.8% 34,765 $18.6M
Glenmede Investment Management, LP 0.09% — 34,740 $18.5M
Candriam S.C.A. 0.11% Reduce -51.1% 34,723 $18.5M
KLP Kapitalforvaltning As 0.08% Add +3.3% 34,519 $18.4M
Nordea Investment Management AB 0.02% Reduce -0.7% 34,416 $18.3M
Bragg Financial Advisors, Inc 0.64% Reduce -0.4% 33,734 $18.0M
State of Alaska, Department of Revenue 0.19% Reduce -1.7% 33,664 $18.0M
Lowe Brockenbrough & Co. Inc. 1.01% Reduce -3.3% 33,641 $18.0M
Resona Asset Management Co.,Ltd. 0.09% Add +2.1% 32,888 $17.5M
Squarepoint Ops LLC 0.04% Add +46.5% 32,116 $17.1M
State of New Jersey Common Pension Fund D 0.07% No change 31,935 $17.0M
Farmers & Merchants Investments Inc. 0.49% No change 31,742 $16.9M
Rafferty Asset Management, LLC 0.06% Add +0.4% 31,658 $16.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +7.2% 31,622 $16.9M
O'shaughnessy Asset Management, LLC 0.11% Add +8.2% 31,109 $16.6M
Payden & Rygel 1.33% Add +18.4% 30,200 $16.1M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -9.3% 29,130 $15.5M
Creative Planning 0.01% Add +8.1% 28,551 $15.2M
MetLife Investment Management, LLC 0.09% Reduce -2.0% 28,220 $15.1M
Teacher Retirement System of Texas 0.06% Reduce -24.8% 28,171 $15.0M
Arizona State Retirement System 0.09% Reduce -1.6% 28,011 $15.0M
Mairs & Power Inc. 0.15% Add +1.4% 28,008 $14.9M
State of Michigan Retirement System 0.08% Reduce -1.8% 27,778 $14.8M
Handelsbanken Fonder AB 0.05% Add +5.4% 27,618 $14.7M
Allianz Asset Management GmbH 0.02% Reduce -52.3% 27,275 $14.6M
Quantinno Capital Management LP 0.06% Add +46.6% 27,190 $14.5M
Sienna Gestion 1.00% Add +10.9% 29,750 $14.5M
Mercer Global Advisors Inc. 0.03% Add +10.1% 27,100 $14.5M
Janney Montgomery Scott LLC 0.04% Reduce -1.1% 26,939 $14.4M
Punch & Associates Investment Management, Inc. 0.89% Add +1.4% 26,520 $14.2M
Novare Capital Management LLC 1.14% Add +0.4% 26,330 $14.1M
DAVENPORT & Co LLC 0.08% Reduce -3.3% 26,150 $14.0M
Mutual of America Capital Management LLC 0.15% Reduce -3.4% 25,963 $13.9M
Macquarie Group Ltd. 0.02% Reduce -4.5% 25,918 $13.8M
QRG Capital Management, Inc. 0.12% Add +6.2% 25,352 $13.5M
Swiss Life Asset Management Ltd 0.08% Add +72.6% 25,135 $13.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.5% 24,522 $13.3M
Abn Amro Investment Solutions 0.26% Reduce -18.0% 24,491 $13.1M
Verity & Verity, LLC 1.12% Reduce -0.3% 24,308 $13.0M
ProShare Advisors LLC 0.03% Reduce -7.0% 23,980 $12.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +16.0% 23,941 $12.8M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +39.8% 23,930 $12.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +6.2% 23,354 $12.5M
Asset Advisors Investment Management, LLC 1.23% Reduce -1.2% 23,348 $12.5M
Czech National Bank 0.10% Add +5.3% 23,275 $12.4M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +281.4% 22,988 $12.3M
Corient Private Wealth LP 0.02% Reduce -4.4% 22,899 $12.2M
Ascent Wealth Partners, LLC 1.50% Add +0.0% 22,839 $12.2M
Cambria Investment Management, L.P. 0.82% Reduce -13.0% 22,824 $12.2M
Nippon Life Global Investors Americas, Inc. 0.53% Reduce -19.0% 22,700 $12.1M
Xponance LLC 0.10% Add +2.6% 22,652 $12.1M
Vanguard Personalized Indexing Management, LLC 0.14% Add +19.9% 22,597 $12.1M
Park Avenue Securities LLC 0.11% Add +0.3% 22,097 $11.8M
Van Eck Associates Corp. 0.01% Reduce -4.8% 21,857 $11.7M
Martingale Asset Management L P 0.29% Add +17.6% 21,856 $11.7M
Banque Pictet & Cie SA 0.12% Reduce -0.9% 21,655 $11.6M
Sit Investment Associates Inc. 0.25% Reduce -1.7% 21,579 $11.5M
Foster & Motley Inc. 0.66% Reduce -2.1% 21,514 $11.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -48.2% 21,312 $11.5M
Commerce Bank 0.07% Add +0.6% 21,421 $11.4M
Fisher Funds Management LTD 0.27% Reduce -10.0% 21,374 $11.4M
Dividend Assets Capital, LLC 2.05% Reduce -30.1% 21,140 $11.3M
Focus Partners Wealth 0.02% Add +4.2% 20,802 $11.1M
Arrowstreet Capital, Limited Partnership 0.01% New 20,688 $11.0M
Amalgamated Bank 0.08% Add +1.1% 20,581 $11.0M
FIL Ltd 0.01% Add +2.0% 20,521 $11.0M
Retirement Systems of Alabama 0.04% Reduce -1.2% 20,432 $10.9M
Boyar Asset Management Inc. 7.04% Reduce -0.6% 20,168 $10.8M
Osaic Holdings, Inc. 0.02% Reduce -9.3% 20,039 $10.7M
IFM Investors Pty Ltd 0.10% Add +1.8% 19,993 $10.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -12.7% 19,944 $10.6M
Public Sector Pension Investment Board 0.04% Reduce -24.1% 19,551 $10.4M
DNB Asset Management AS 0.04% Add +6.0% 19,279 $10.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +69.5% 18,997 $10.1M
Nordwand Advisors, LLC 1.59% New 18,988 $10.1M
Groupe la Francaise 0.17% Add +20.4% 19,067 $10.1M
Varma Mutual Pension Insurance Co 0.07% Add +1.1% 18,962 $10.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.42% Add +20.6% 18,131 $9.7M
Empowered Funds, LLC 0.11% Add +199.8% 18,055 $9.6M
First Manhattan Co. Llc. 0.03% Reduce -2.3% 17,896 $9.6M
Ethic Inc. 0.17% Add +7.5% 18,075 $9.5M
Regions Financial Corp. 0.07% Reduce -1.1% 17,847 $9.5M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -5.6% 17,762 $9.5M
Pathstone Holdings, LLC 0.04% Reduce -6.2% 17,487 $9.3M
Westfield Capital Management Co. LP 0.04% Reduce -9.9% 17,476 $9.3M
Klingenstein Fields & Co. LP 0.37% Reduce -1.9% 17,396 $9.3M
Capital Fund Management S.A. 0.10% Reduce -45.5% 16,914 $9.0M
Leeward Investments, LLC - MA 0.48% Reduce -2.0% 16,837 $9.0M
Knights of Columbus Asset Advisors LLC 0.54% Add +4.2% 16,735 $8.9M
Old National Bancorp 0.16% Add +3435.7% 16,653 $8.9M
Ensign Peak Advisors, Inc 0.01% Reduce -14.3% 16,265 $8.7M
AustralianSuper Pty Ltd 0.04% Reduce -58.3% 16,045 $8.6M
Vident Advisory, LLC 0.10% Add +24.0% 15,879 $8.5M
Utah Retirement Systems 0.09% Reduce -0.7% 15,815 $8.4M
STRS Ohio 0.03% Add +17.2% 15,584 $8.3M
Glenview Trust Co 0.14% Reduce -0.0% 15,548 $8.3M
Quantbot Technologies LP 0.21% Add +1894.7% 15,439 $8.2M
USS Investment Management Ltd 0.05% Add +2.1% 15,414 $8.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -25.0% 15,157 $8.1M
GS Investments, Inc. 3.58% Reduce -0.9% 15,149 $8.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -18.8% 15,075 $8.0M
Venture Visionary Partners LLC 0.30% Add +1.4% 15,073 $8.0M
Illinois Municipal Retirement Fund 0.11% Add +40.2% 14,749 $7.9M
Daiwa Securities Group Inc. 0.03% Add +4.3% 14,624 $7.8M
WINTON GROUP Ltd 0.40% New 14,531 $7.8M
Police & Firemen's Retirement System of New Jersey 0.07% Add +3.6% 14,513 $7.7M
HRT Financial LP 0.03% Add +511.3% 14,335 $7.7M
New York Life Investment Management LLC 0.07% Add +0.2% 14,284 $7.6M
Wealthfront Advisers LLC 0.02% Add +11.1% 14,062 $7.5M
Patton Albertson Miller Group, LLC 0.98% Add +1.6% 13,968 $7.5M
Trexquant Investment LP 0.08% Add +97.5% 13,892 $7.4M
CIBC Asset Management Inc 0.02% Reduce -8.1% 13,663 $7.3M
Unisphere Establishment 0.06% Add +23.7% 13,550 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -2.5% 13,377 $7.1M
Sanctuary Advisors, LLC 0.04% Add +2.7% 13,364 $7.1M
Choate Investment Advisors 0.15% Reduce -4.8% 13,328 $7.1M
NewEdge Advisors, LLC 0.04% Reduce -5.7% 12,961 $6.9M
Journey Advisory Group, LLC 0.54% Add +1.6% 12,941 $6.9M
L2 Asset Management, LLC 1.13% Add +10.6% 12,920 $6.9M
Ieq Capital, LLC 0.04% Reduce -0.5% 12,870 $6.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -4.9% 12,736 $6.8M
Susquehanna International Group, LLP 0.01% Add +52.3% 12,521 $6.7M
Nissay Asset Management Corp. /Japan 0.04% Reduce -74.5% 12,509 $6.7M
Blair William & Co. 0.02% Reduce -1.1% 12,506 $6.7M
Ameriprise Financial Inc. 0.00% Reduce -37.9% 12,502 $6.7M
Marshall Wace, LLP 0.01% Reduce -56.8% 12,438 $6.6M
Janus Henderson Group PLC 0.00% Reduce -2.1% 12,201 $6.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +21774.5% 12,031 $6.4M
Cibc World Markets Corp. 0.04% Add +3.1% 12,008 $6.4M
Northwest & Ethical Investments L.P. 0.16% No change 11,887 $6.3M
First Merchants Corp. 0.25% Reduce -2.6% 11,870 $6.3M
Mackenzie Financial Corp. 0.01% Add +2.3% 11,679 $6.2M
Two Sigma Investments, LP 0.01% New 11,671 $6.2M
Level Four Advisory Services, LLC 0.23% Add +0.6% 11,552 $6.2M
Guggenheim Capital LLC 0.05% Reduce -4.2% 11,475 $6.1M
Legacy Private Trust Co. 0.39% Reduce -3.2% 11,427 $6.1M
Bokf, NA 0.10% Add +0.9% 11,357 $6.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.8% 11,338 $6.1M
American Assets Investment Management, LLC 0.48% No change 11,250 $6.0M
Arjuna Capital 1.55% Reduce -4.9% 11,003 $5.9M
NorthRock Partners, LLC 0.15% Add +8.9% 10,955 $5.8M
Edgestream Partners, L.P. 0.16% Add +861.2% 10,900 $5.8M
Bank of Nova Scotia 0.01% Reduce -62.8% 10,821 $5.8M
Vise Technologies, Inc. 0.24% — 10,754 $5.7M
GAMCO Investors 0.06% Add +6.2% 10,702 $5.7M
Red Cedar Investment Management, LLC 0.71% No change 10,522 $5.6M
Axiom Investors LLC 0.05% Reduce -95.8% 10,381 $5.5M
Atlantic Union Bankshares Corp 0.13% Add +3.4% 10,379 $5.5M
Hohimer Wealth Management, LLC 0.99% Reduce -0.4% 10,332 $5.5M
OP Asset Management Ltd 0.08% Reduce -1.6% 10,330 $5.5M
Woodline Partners LP 0.03% Reduce -86.0% 10,300 $5.5M
Kerusso Capital Management LLC 3.39% Add +0.1% 10,272 $5.5M
Crossmark Global Holdings, Inc. 0.09% Add +2.2% 10,104 $5.4M
Birch Financial Group, LLC 4.30% Add +0.3% 10,065 $5.4M
SOA Wealth Advisors, LLC. 0.98% Add +1.9% 10,026 $5.4M
Kestra Advisory Services, LLC 0.03% Add +7.3% 9,937 $5.3M
Advisory Services Network, LLC 0.08% Add +14.3% 10,062 $5.2M
TD Waterhouse Canada Inc. 0.04% Add +10.4% 9,652 $5.2M
Bulltick Wealth Management, LLC 1.28% No change 9,720 $5.2M
Atria Investments, Inc 0.06% Reduce -11.9% 9,663 $5.2M
Lido Advisors, LLC 0.03% Reduce -8.8% 9,589 $5.1M
Equitable Trust Co. 0.25% Reduce -10.8% 9,410 $5.0M
Cadence Bank 0.33% Add +0.7% 9,350 $5.0M
Burney Co./ 0.16% Add +3.1% 9,125 $4.9M
Diversified Trust Co. 0.11% Add +18.5% 8,929 $4.8M
BTC Capital Management, Inc. 0.39% Add +8.1% 9,011 $4.7M
Quadrant Capital Group LLC 0.17% Add +69.7% 8,863 $4.7M
Investment Management Corp of Ontario 0.07% Reduce -34.7% 8,828 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.1% 8,777 $4.7M
Orion Porfolio Solutions, LLC 0.04% Add +6.0% 8,742 $4.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +22.5% 8,698 $4.6M
DE Burlo Group Inc. 0.60% No change 8,590 $4.6M
Bridges Investment Management Inc. 0.06% Reduce -3.5% 8,576 $4.6M
Chesley Taft & Associates LLC 0.20% Reduce -0.4% 8,574 $4.6M
Jackson Wealth Management, LLC 0.50% Add +1.0% 8,551 $4.6M
Pacer Advisors, Inc. 0.01% Add +46.1% 8,524 $4.5M
NEOS Investment Management LLC 0.06% Add +26.8% 8,434 $4.5M
Fourpath Capital Management, LLC 0.70% Reduce -1.7% 8,292 $4.4M
Oregon Public Employees Retirement Fund 0.08% No change 8,222 $4.4M
TD Private Client Wealth LLC 0.11% Reduce -5.6% 8,166 $4.4M
Hilltop Holdings Inc. 0.28% Add +2.8% 8,155 $4.4M
Edmp, Inc. 3.64% Reduce -2.5% 8,007 $4.3M
Cyndeo Wealth Partners, LLC 0.25% Add +2.5% 7,962 $4.2M
Fairvoy Private Wealth, LLC 1.05% Add +2.0% 7,935 $4.2M
UniSuper Management Pty Ltd 0.03% Reduce -2.5% 7,831 $4.2M
Baird Financial Group, Inc. 0.01% Reduce -14.1% 7,810 $4.2M
Verition Fund Management LLC 0.02% Add +182.7% 7,763 $4.1M
Perigon Wealth Management, LLC 0.10% Add +4.8% 7,754 $4.1M
Signet Financial Management, LLC 0.52% Add +1.1% 7,746 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Add +7.4% 7,698 $4.1M
OMERS ADMINISTRATION Corp 0.03% Add +1.3% 7,679 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -2.0% 7,597 $4.1M
FineMark National Bank & Trust 0.14% Add +6.8% 7,497 $4.0M
ASR Vermogensbeheer N.V. 0.05% Reduce -0.5% 7,470 $4.0M
Tower Bridge Advisors 0.43% Reduce -5.1% 7,449 $4.0M
Brevan Howard Capital Management LP 0.04% Add +432.6% 7,414 $4.0M
Dean Investment Associates, LLC 0.58% Add +4.6% 7,410 $4.0M
Great Lakes Retirement, Inc. 0.47% Add +3.6% 7,396 $3.9M
Great Lakes Advisors, LLC 0.03% Add +4.1% 7,369 $3.9M
Sequoia Financial Advisors, LLC 0.03% Reduce -4.1% 7,353 $3.9M
MAI Capital Management 0.03% Add +35.2% 7,334 $3.9M
Avanza Fonder AB 0.11% Reduce -1.4% 7,200 $3.8M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -0.5% 7,122 $3.8M
Virtu Financial LLC 0.19% Add +126.8% 7,099 $3.8M
Fulton Bank, N.A. 0.14% Reduce -7.3% 7,082 $3.8M
Centiva Capital, LP 0.25% Add +90.8% 7,071 $3.8M
Voleon Capital Management LP 0.20% New 6,956 $3.7M
Johnson Investment Counsel Inc. 0.03% Reduce -3.6% 6,856 $3.7M
Summit Financial, LLC 0.08% Reduce -1.4% 6,842 $3.7M
Radnor Capital Management, LLC 0.58% Reduce -0.1% 6,817 $3.6M
Great Diamond Partners, LLC 0.77% Add +1.5% 6,808 $3.6M
Sciencast Management LP 0.75% New 6,760 $3.6M
Carret Asset Management, LLC 0.38% Reduce -2.8% 6,723 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.8% 6,676 $3.6M
Mizuho Securities USA LLC 0.07% — 6,582 $3.5M
New Hampshire Trust 0.73% Add +0.8% 6,568 $3.5M
Bessemer Group Inc. 0.01% Reduce -12.1% 6,565 $3.5M
NorthCrest Asset Manangement, LLC 0.09% Reduce -1.8% 6,439 $3.5M
CW Advisors, LLC 0.03% Add +7.7% 6,314 $3.4M
Kestra Investment Management, LLC 0.10% Add +267.2% 6,309 $3.4M
Family Manage LLC 0.50% No change 6,190 $3.3M
Fifth Third Bancorp 0.01% Reduce -1.9% 6,182 $3.3M
Kentucky Retirement Systems 0.10% Reduce -6.2% 6,164 $3.3M
Cresset Asset Management, LLC 0.02% Reduce -9.4% 6,107 $3.3M
Bellwether Advisors, LLC 0.55% Reduce -28.5% 6,011 $3.2M
Aviance Capital Partners, LLC 0.42% No change 6,000 $3.2M
Tidal Investments LLC 0.02% Add +65.1% 5,980 $3.2M
Savant Capital, LLC 0.02% Reduce -2.1% 5,940 $3.2M
Aurora Investment Counsel 1.66% Add +1.0% 5,904 $3.2M
Cwm, LLC 0.01% Reduce -7.8% 5,856 $3.1M
Callan Family Office, LLC 0.10% Add +82.6% 5,798 $3.1M
Merit Financial Group, LLC 0.03% Add +49.6% 5,782 $3.1M
BlueStem Wealth Partners, LLC 0.38% Reduce -0.3% 5,762 $3.1M
Hartford Investment Management Co. 0.10% Reduce -2.0% 5,742 $3.1M
Oppenheimer Asset Management Inc. 0.04% Add +4.0% 5,742 $3.1M
&partners 0.02% Reduce -5.3% 5,668 $3.0M
Nations Financial Group Inc, /Ia/ 0.21% Reduce -0.5% 5,664 $3.0M
Independent Advisor Alliance 0.09% Add +7.5% 5,664 $3.0M
Vinva Investment Management Ltd 0.08% Add +65.7% 5,676 $3.0M
Bank Ozk 1.14% Add +3.5% 5,584 $3.0M
Atlantic Edge Private Wealth Management, LLC 0.81% Add +0.3% 5,533 $3.0M
Norinchukin Bank, The 0.04% Add +5.1% 5,470 $2.9M
Dorsey & Whitney Trust CO LLC 0.15% Add +0.8% 5,426 $2.9M
Principal Securities, Inc. 0.05% Add +11.8% 5,417 $2.9M
Private Advisor Group, LLC 0.02% Reduce -3.9% 5,372 $2.9M
Hilltop National Bank 0.74% — 5,304 $2.8M
BDF-Gestion 0.32% Reduce -9.8% 5,297 $2.8M
SG Americas Securities, LLC 0.01% Reduce -33.7% 5,281 $2.8M
IMA Advisory Services, Inc. 0.30% Reduce -0.3% 5,251 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Reduce -7.8% 5,228 $2.8M
Choreo, LLC 0.04% Reduce -1.8% 5,147 $2.7M
Bfsg, LLC 0.31% Add +6.3% 5,126 $2.7M
Susquehanna Portfolio Strategies, LLC 0.06% New 5,124 $2.7M
Ossiam 0.03% Reduce -95.3% 5,106 $2.7M
Twin Capital Management Inc. 0.29% Add +62.3% 5,089 $2.7M
Auxier Asset Management LLC 0.40% No change 5,081 $2.7M
Meeder Advisory Services, Inc. 0.14% Add +7.5% 5,065 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -9.1% 5,026 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -2.0% 5,008 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -3.9% 5,000 $2.7M
D.A. Davidson & Co. 0.02% Add +12.7% 4,981 $2.7M
Cove Private Wealth, LLC 0.94% Add +1.1% 4,955 $2.6M
Bradley Foster & Sargent Inc. 0.04% Reduce -8.8% 4,891 $2.6M
Vestcor Inc 0.08% Reduce -5.5% 4,873 $2.6M
Leisure Capital Management 0.98% Reduce -4.5% 4,857 $2.6M
Banco Santander, S.A. 0.02% Add +12.0% 4,798 $2.6M
GAMMA Investing LLC 0.16% Add +8.0% 4,717 $2.5M
Loudon Investment Management, LLC 1.39% Reduce -21.6% 4,695 $2.5M
Maryland State Retirement & Pension System 0.05% Add +2.2% 4,644 $2.5M
ING Groep NV 0.01% Add +6.7% 4,606 $2.5M
New Mexico Educational Retirement Board 0.08% No change 4,581 $2.4M
Peddock Capital Advisors, LLC 0.57% Reduce -0.3% 4,580 $2.4M
Allworth Financial LP 0.01% Add +1.3% 4,524 $2.4M
Fiera Capital Corp 0.01% Reduce -69.7% 4,522 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -2.0% 4,515 $2.4M
Metis Global Partners, LLC 0.06% Reduce -7.6% 4,482 $2.4M
Flputnam Investment Management Co. 0.04% Reduce -1.2% 4,465 $2.4M
Oddo BHF Asset Management Sas 0.09% Reduce -2.5% 4,459 $2.4M
Cibc World Market Inc. 0.01% Reduce -16.1% 4,434 $2.4M
Apollon Wealth Management, LLC 0.05% Reduce -3.2% 4,420 $2.4M
CHICAGO TRUST Co NA 0.34% Add +7.2% 4,417 $2.4M
Connecticut Wealth Management, LLC 0.11% Reduce -0.7% 4,390 $2.3M
Harfst & Associates, Inc. 0.48% Reduce -10.1% 4,380 $2.3M
Bridgeway Capital Management, LLC 0.06% Reduce -2.2% 4,370 $2.3M
Rwa Wealth Partners, LLC 0.03% Add +0.5% 4,367 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Add +9.5% 4,351 $2.3M
Penobscot Investment Management Company, Inc. 0.20% Add +2.7% 4,348 $2.3M
Parallel Advisors, LLC 0.05% Reduce -1.7% 4,337 $2.3M
Coldstream Capital Management Inc. 0.04% Add +1.1% 4,330 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.21% Reduce -0.8% 4,309 $2.3M
Achmea Investment Management B.V. 0.03% Reduce -82.9% 4,303 $2.3M
Eley Financial Management, Inc 0.88% Reduce -0.2% 4,278 $2.3M
Shell Asset Management Co. 0.08% Add +34.1% 4,275 $2.3M
BLI - Banque de Luxembourg Investments 0.07% New 4,300 $2.3M
Patton Fund Management, Inc. 0.50% Reduce -40.5% 4,241 $2.3M
Gabelli Funds LLC 0.02% Add +224.8% 4,222 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -0.8% 4,193 $2.2M
Global Retirement Partners, LLC 0.06% — 4,181 $2.2M
Caldwell Trust Co 0.22% Reduce -1.4% 4,144 $2.2M
Gsa Capital Partners LLP 0.15% Add +65.4% 4,125 $2.2M
XTX Topco Ltd 0.09% Add +130.5% 4,112 $2.2M
Linden Thomas Advisory Services, LLC 0.24% Add +0.5% 4,096 $2.2M
Zhang Financial LLC 0.10% Reduce -7.3% 4,096 $2.2M
TruWealth Advisors, LLC 0.12% Reduce -3.2% 4,060 $2.2M
Plato Investment Management Ltd 0.16% Reduce -29.9% 4,044 $2.2M
SVB Wealth LLC 0.11% Reduce -35.9% 4,009 $2.1M
Prescott Group Capital Management, L.L.C. 0.25% No change 4,000 $2.1M
Clearstead Advisors, LLC 0.03% Add +3.5% 3,940 $2.1M
Fifth Third Wealth Advisors LLC 0.09% Reduce -2.3% 3,922 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.09% — 3,919 $2.1M
Covenant Partners, LLC 0.62% No change 3,882 $2.1M
Manchester Capital Management LLC 0.27% Reduce -2.7% 3,879 $2.1M
Teachers Insurance & Annuity Association of America 2.58% No change 3,875 $2.1M
Jacobi Capital Management LLC 0.14% Add +3.5% 3,859 $2.1M
CNB Bank 0.97% Reduce -5.5% 3,840 $2.0M
HB Wealth Management, LLC 0.02% Reduce -16.8% 3,828 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Reduce -19.4% 3,819 $2.0M
Daiichi Life Insurance Co., Ltd. 0.06% No change 3,812 $2.0M
Chemistry Wealth Management LLC 0.44% No change 3,810 $2.0M
Synovus Financial Corp. 0.02% Add +37.5% 3,794 $2.0M
MainStreet Investment Advisors LLC 0.28% Add +1.3% 3,771 $2.0M
Kestra Private Wealth Services, LLC 0.03% Reduce -12.5% 3,735 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -14.8% 3,730 $2.0M
J. W. Coons Advisors, LLC 0.45% Add +130.8% 3,714 $2.0M
AG2R La Mondiale Gestion D'actifs 0.10% No change 3,712 $2.0M
Procyon Advisors, LLC 0.19% Reduce -43.7% 3,692 $2.0M
Dean Capital Management 0.81% Add +5.7% 3,686 $2.0M
Empirical Finance, LLC 0.10% Add +0.7% 3,667 $2.0M
Avantax Advisory Services, Inc. 0.01% Add +42.1% 3,665 $2.0M
Citizens Financial Group Inc. 0.03% Add +28.0% 3,633 $1.9M
Tower Research Capital LLC (TRC) 0.05% Add +66.0% 3,625 $1.9M
Fiduciary Trust Co 0.02% Add +2.8% 3,606 $1.9M
Coastal Bridge Advisors, LLC 0.16% Add +1.7% 3,595 $1.9M
Tectonic Advisors LLC 0.11% Add +6.2% 3,590 $1.9M
Wedmont Private Capital 0.08% Add +0.6% 3,516 $1.9M
Siemens Fonds Invest GmbH 0.11% Add +6.3% 3,532 $1.9M
Atria Wealth Solutions, Inc. 0.04% Add +10.4% 3,523 $1.9M
17 Capital Partners, LLC 1.08% Reduce -35.0% 3,516 $1.9M
World Investment Advisors 0.04% Add +108.8% 3,454 $1.8M
Elevation Point Wealth Partners, LLC 0.14% Add +1.7% 3,444 $1.8M
Natixis 0.01% Reduce -64.8% 3,435 $1.8M
YANKCOM Partnership 0.90% Add +7.1% 3,428 $1.8M
Kennebec Savings Bank 1.77% Reduce -0.8% 3,387 $1.8M
Letson Investment Management, Inc. 0.71% No change 3,381 $1.8M
EP Wealth Advisors, LLC 0.01% Add +22.9% 3,380 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +16.6% 3,344 $1.8M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -2.7% 3,320 $1.8M
Prudent Man Advisors, LLC 0.56% Add +10.8% 3,293 $1.8M
AlphaQuest LLC 0.17% Add +95.3% 3,279 $1.8M
J.W. Cole Advisors, Inc. 0.04% Reduce -2.3% 3,263 $1.7M
Fort Point Capital Partners LLC 0.17% Add +96.2% 3,206 $1.7M
First Horizon Advisors, Inc. 0.04% Reduce -11.0% 3,198 $1.7M
Pring Turner Capital Group Inc. 1.10% No change 3,176 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 3,172 $1.7M
CENTRAL TRUST Co 0.04% Reduce -8.8% 3,159 $1.7M
Affinity Investment Advisors, LLC 1.27% Reduce -9.0% 3,141 $1.7M
Arkadios Wealth Advisors 0.05% Reduce -64.0% 3,106 $1.7M
Impact Investors, Inc 1.17% Reduce -1.1% 3,089 $1.6M
Prentice Wealth Management LLC 0.43% Reduce -4.4% 3,085 $1.6M
Hilltop Partners LLC 0.50% Add +2.1% 3,077 $1.6M
Generali Asset Management SPA SGR 0.04% Reduce -32.6% 3,056 $1.6M
Chilton Investment Co. Inc. 0.04% Reduce -1.1% 3,044 $1.6M
UMB Bank, n.a. 0.03% Reduce -3.9% 3,039 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.7% 3,038 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Reduce -88.6% 3,037 $1.6M
Palisade Asset Management, LLC 0.16% No change 3,034 $1.6M
Huntington National Bank 0.01% Add +1.9% 3,033 $1.6M
Trust Co. of Vermont 0.08% Add +0.6% 3,031 $1.6M
Graham Capital Management, L.P. 0.05% Reduce -47.9% 3,014 $1.6M
Chase Investment Counsel Corp. 0.51% No change 3,000 $1.6M
Pensionfund Sabic 0.45% No change 3,000 $1.6M
Courier Capital LLC 0.10% No change 2,995 $1.6M
Tiaa Trust, National Association 0.00% Add +2.5% 2,993 $1.6M
NewEdge Wealth, LLC 0.03% Reduce -5.2% 3,198 $1.6M
Virtus Investment Advisers, LLC 0.54% Add +19.6% 2,973 $1.6M
HighPoint Advisor Group LLC 0.08% Add +3.1% 2,926 $1.6M
Sandy Cove Advisors, LLC 0.56% Add +0.2% 2,917 $1.6M
Kingsview Wealth Management, LLC 0.03% Add +0.7% 2,895 $1.5M
M. Kulyk & Associates, LLC 0.33% No change 2,874 $1.5M
Marks Group Wealth Management, Inc 0.14% No change 2,868 $1.5M
LBP Am SA 0.02% Reduce -10.1% 2,860 $1.5M
Old North State Trust, LLC 1.04% Add +16.5% 2,859 $1.5M
Smartleaf Asset Management LLC 0.13% Add +9.0% 2,889 $1.5M
Wbi Investments, LLC 0.39% Add +300.4% 2,843 $1.5M
44 Wealth Management LLC 0.54% Reduce -0.9% 2,840 $1.5M
Fortress Private Ledger, LLC 0.69% Reduce -3.0% 2,839 $1.5M
Net Worth Advisory Group 0.33% Reduce -3.0% 2,749 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -10.9% 2,747 $1.5M
HM Payson & Co. 0.02% Add +1.2% 2,729 $1.5M
Jones Financial Companies LLLP 0.00% Add +25.6% 2,743 $1.5M
Ramirez Asset Management, Inc. 0.22% No change 2,717 $1.5M
Fayez Sarofim & Co 0.00% No change 2,716 $1.4M
Lebenthal Global Advisors, LLC 0.27% Add +5.7% 2,702 $1.4M
OneDigital Investment Advisors LLC 0.02% Reduce -0.0% 2,699 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -10.4% 2,697 $1.4M
Graypoint LLC 0.08% Add +7.4% 2,697 $1.4M
Argyle Capital Partners, LLC 1.18% No change 2,685 $1.4M
Greenleaf Trust 0.01% Reduce -45.9% 2,675 $1.4M
Cavalier Investments, LLC 0.43% Reduce -1.7% 2,663 $1.4M
Vishria Bird Financial Group, LLC 0.47% Add +20.9% 2,628 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -6.5% 2,616 $1.4M
Signaturefd, LLC 0.02% Add +1.3% 2,608 $1.4M
Gator Capital Management, LLC 0.43% No change 2,600 $1.4M
Brendel Financial Advisors LLC 0.76% No change 2,544 $1.4M
Westerkirk Capital Inc. 0.17% — 2,528 $1.3M
Certuity, LLC 0.13% Reduce -1.0% 2,513 $1.3M
EPG Wealth Management LLC 0.40% Add +2.8% 2,506 $1.3M
Copperwynd Financial, LLC 0.33% Reduce -1.1% 2,502 $1.3M
Vectors Research Management, LLC 0.45% No change 2,480 $1.3M
Assetmark, Inc. 0.00% Add +38.2% 2,436 $1.3M
Banque Cantonale Vaudoise 0.05% Add +9.1% 2,421 $1.3M
Intech Investment Management LLC 0.01% Reduce -32.7% 2,390 $1.3M
V-Square Quantitative Management LLC 0.17% Add +0.7% 2,344 $1.3M
Abundance Wealth Counselors 0.23% Add +75.1% 2,323 $1.2M
MorganRosel Wealth Management, LLC 0.33% Reduce -18.2% 2,268 $1.2M
CI Investments Inc. 0.00% Reduce -1.6% 2,253 $1.2M
Skba Capital Management LLC 0.17% No change 2,245 $1.2M
Basepoint Wealth LLC 0.92% Add +8.1% 2,240 $1.2M
Florida Trust Wealth Management Co 0.04% Reduce -16.5% 2,219 $1.2M
Wright Investors Service Inc. 0.36% Reduce -26.9% 2,207 $1.2M
Engineers Gate Manager LP 0.01% Reduce -50.3% 2,176 $1.2M
Kintegral Advisory, LLC 0.11% Reduce -0.2% 2,170 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -0.6% 2,167 $1.2M
Pitcairn Co. 0.07% Reduce -16.1% 2,145 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -0.5% 2,143 $1.1M
Mufg Securities Americas Inc. 0.10% Add +23.9% 2,110 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.24% Add +0.2% 2,099 $1.1M
RFG Advisory, LLC 0.03% Add +2.2% 2,094 $1.1M
Campbell & CO Investment Adviser LLC 0.07% Reduce -63.6% 2,085 $1.1M
Gratus Wealth Advisors, LLC 0.17% Add +0.1% 2,081 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +76.6% 2,063 $1.1M
Personal Cfo Solutions, LLC 0.20% Reduce -8.1% 2,048 $1.1M
Fielder Capital Group LLC 0.29% Reduce -3.7% 2,046 $1.1M
Adapt Wealth Advisors, LLC 0.49% Add +2.5% 2,045 $1.1M
First Commonwealth Financial Corp 0.24% Add +2.5% 2,043 $1.1M
Simplicity Wealth,LLC 0.05% Add +109.3% 2,043 $1.1M
Advisors Asset Management, Inc. 0.02% Add +4.6% 2,030 $1.1M
Round Rock Advisors LLC 0.19% Reduce -0.1% 2,020 $1.1M
Harbor Capital Advisors, Inc. 0.04% Reduce -0.7% 1,982 $1.1M
Evergreen Capital Management LLC 0.03% Reduce -1.1% 1,960 $1.0M
US Asset Management LLC 0.91% Reduce -0.1% 1,959 $1.0M
AE Wealth Management LLC 0.01% Add +4.8% 1,940 $1.0M
AlphaCore Capital LLC 0.04% Add +9.1% 1,934 $1.0M
Curi Capital, LLC 0.02% New 1,918 $1.0M
Syon Capital LLC 0.07% Add +7.7% 1,915 $1.0M
Gotham Asset Management 0.01% Reduce -0.1% 1,913 $1.0M
Whalen Wealth Management Inc. 0.64% New 1,907 $1.0M
Waverly Advisors, LLC 0.01% Add +9.5% 1,897 $1.0M
Ontario Teachers Pension Plan Board 0.02% Add +44.8% 1,892 $1.0M
Horizon Investments, LLC 0.02% Add +15.0% 1,890 $1.0M
Farringdon Capital, Ltd. 0.34% Reduce -22.5% 1,879 $1.0M
Prudential PLC 0.01% Add +50.8% 1,875 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +0.9% 1,873 $1000K
Moneta Group Investment Advisors LLC 0.01% Add +9.0% 1,870 $998K
Insigneo Advisory Services, LLC 0.09% Reduce -0.3% 1,855 $990K
Quent Capital, LLC 0.10% Reduce -1.1% 1,853 $989K
Transcend Capital Advisors, LLC 0.08% Add +23.1% 1,852 $989K
Ritholtz Wealth Management 0.02% Add +4.7% 1,843 $984K
Snowden Capital Advisors LLC 0.03% Reduce -7.5% 1,838 $981K
Dodge & Cox 0.00% No change 1,827 $975K
Empirical Asset Management, LLC 0.30% Add +17.0% 1,813 $967K
Brighton Jones LLC 0.03% Add +14.9% 1,810 $966K
Ballentine Partners, LLC 0.01% Reduce -5.1% 1,802 $962K
Legacy Trust 0.23% Reduce -0.2% 1,793 $957K
Van Strum & Towne Inc. 0.30% No change 1,790 $955K
Howard Capital Management Group, LLC 0.07% No change 1,787 $954K
Stephens Inc. 0.01% Reduce -18.0% 1,781 $951K
Freedom Investment Management, Inc. 0.07% Reduce -29.3% 1,758 $938K
Sovran Advisors, LLC 0.10% Reduce -68.9% 1,746 $936K
Mgo One Seven LLC 0.03% Reduce -47.5% 1,748 $933K
Smithfield Trust Co 0.04% No change 1,728 $925K
Larson Financial Group LLC 0.04% Add +11.9% 1,705 $910K
Stonegate Investment Group, LLC 0.02% Add +0.3% 1,697 $906K
Argent Trust Co 0.03% Reduce -0.5% 1,690 $902K
Spinnaker Trust 0.05% No change 1,685 $899K
Mather Group, Llc. 0.01% Reduce -9.2% 1,665 $889K
Cary Street Partners Financial LLC 0.02% Add +0.2% 1,658 $885K
St Germain D J Co. Inc. 0.04% Add +36.6% 1,656 $884K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -37.3% 1,656 $884K
TigerOak Management, L.L.C. 0.30% Reduce -0.5% 1,649 $880K
Financial Advocates Investment Management 0.07% Reduce -46.9% 1,646 $878K
Farther Finance Advisors, LLC 0.02% Add +17.1% 1,642 $877K
Frank, Rimerman Advisors LLC 0.06% Reduce -12.1% 1,636 $873K
Legacy Capital Group California, Inc. 0.24% Reduce -2.8% 1,624 $867K
Searle & Co. 0.24% No change 1,615 $862K
Ancora Advisors LLC 0.02% Add +0.8% 1,615 $862K
Brown Brothers Harriman & Co. 0.01% Add +1.1% 1,613 $861K
Pennsylvania Capital Management Inc. 0.28% No change 1,606 $857K
Parkshore Wealth Management, Inc. 0.42% Add +0.3% 1,605 $857K
Eagle Global Advisors LLC 0.03% No change 1,600 $854K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.4% 1,590 $849K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -31.8% 1,590 $849K
IFP Advisors, Inc 0.02% Reduce -23.1% 1,481 $846K
Canada Post Corp Registered Pension Plan 0.05% New 1,575 $841K
WealthTrust Asset Management, LLC 0.62% Add +1.5% 1,565 $835K
Gladstone Institutional Advisory LLC 0.03% Reduce -4.2% 1,553 $829K
Praxis Investment Management Inc. 0.05% No change 1,540 $822K
Norden Group LLC 0.09% Reduce -0.8% 1,537 $820K
Guinness Asset Management LTD 0.01% Add +2.4% 1,532 $818K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +4.0% 1,528 $816K
Aquatic Capital Management LLC 0.02% New 1,518 $810K
Inceptionr LLC 0.19% Add +38.5% 1,511 $806K
FJ Capital Management LLC 0.09% New 1,508 $805K
Hancock Whitney Corp. 0.02% Reduce -37.6% 1,501 $801K
Oak Ridge Investments LLC 0.06% Add +106.8% 1,489 $794K
Integrated Advisors Network LLC 0.04% Add +7.3% 1,485 $792K
MASTERINVEST Kapitalanlage GmbH 0.08% — 1,482 $791K
Stratos Investment Management, LLC 0.04% Add +6.1% 1,476 $788K
Arlington Trust Co LLC 0.15% No change 1,468 $784K
Forum Financial Management, LP 0.01% Reduce -1.5% 1,463 $781K
Belpointe Asset Management LLC 0.03% Reduce -8.1% 1,460 $779K
Elyxium Wealth, LLC 0.29% Add +3.5% 1,456 $777K
Raiffeisen Bank International AG 0.01% Reduce -79.5% 1,483 $777K
Accel Wealth Management 0.26% Add +1.8% 1,449 $773K
Wedbush Securities Inc. 0.03% Reduce -3.3% 1,430 $763K
Douglass Winthrop Advisors, LLC 0.01% Reduce -2.9% 1,428 $762K
Lanark Financial, Inc. 0.06% Add +0.1% 1,425 $760K
Strathmore Capital Advisors, Inc. 0.33% — 1,393 $751K
Lyell Wealth Management, LP 0.06% No change 1,404 $749K
Mission Wealth Management, LP 0.02% Reduce -0.2% 1,398 $746K
Sage Mountain Advisors LLC 0.05% Reduce -2.9% 1,397 $745K
Old Port Advisors 0.20% Add +1.5% 1,381 $737K
CSS LLC 0.14% Reduce -17.9% 1,380 $737K
Crewe Advisors LLC 0.10% Reduce -0.1% 1,376 $734K
Pointe Capital Management LLC 0.38% No change 1,372 $732K
EverSource Wealth Advisors, LLC 0.03% Add +19.8% 1,369 $731K
Advisor OS, LLC 0.07% Add +16.0% 1,367 $730K
Keel Point, LLC 0.05% Add +23.0% 1,348 $719K
Charter Oak Capital Management, LLC 0.06% Reduce -2.4% 1,345 $718K
Catalyst Financial Partners LLC 0.08% Add +0.1% 1,343 $717K
Profund Advisors LLC 0.03% Reduce -2.5% 1,341 $716K
ROI Financial Advisors, LLC 0.45% Add +11.1% 1,341 $716K
Premier Path Wealth Partners, LLC 0.10% Add +2.4% 1,336 $713K
FORA Capital, LLC 0.08% Reduce -78.8% 1,323 $706K
Berkshire Asset Management LLC 0.03% Add +6.0% 1,322 $706K
Clarius Group, LLC 0.04% Reduce -46.1% 1,312 $700K
1776 Wealth LLC 0.29% Reduce -4.0% 1,310 $699K
Sagespring Wealth Partners, LLC 0.01% Add +14.9% 1,301 $694K
Northcape Wealth Management, LLC 0.21% No change 1,300 $694K
Insight Advisors, LLC/ PA 0.11% Reduce -1.5% 1,295 $691K
PFG Investments, LLC 0.04% Reduce -9.7% 1,295 $691K
Concurrent Investment Advisors, LLC 0.01% Add +93.9% 1,295 $691K
Composition Wealth, LLC 0.01% Reduce -14.2% 1,278 $682K
Trifecta Capital Advisors, LLC 0.11% Add +1107.6% 1,268 $677K
Modera Wealth Management, LLC 0.01% Add +14.5% 1,265 $675K
Eastern Bank 0.01% Reduce -7.6% 1,260 $673K
Wellington Management Group LLP 0.00% New 1,252 $668K
McLean Asset Management Corp 0.18% Add +2.2% 1,232 $668K
Focus Financial Network, Inc. 0.03% Reduce -0.7% 1,249 $667K
Pinnacle Associates Ltd. 0.01% Reduce -9.4% 1,245 $664K
DRW Securities, LLC 0.05% New 1,239 $661K
Sowell Financial Services LLC 0.03% Add +0.2% 1,239 $661K
PGIM Custom Harvest LLC 0.01% Reduce -1.4% 1,234 $659K
Oliver Luxxe Assets LLC 0.12% Reduce -0.8% 1,230 $656K
Kathmere Capital Management, LLC 0.05% Add +70.2% 1,227 $655K
Pinnacle Financial Partners Inc 0.01% Add +21.1% 1,226 $654K
Becker Capital Management Inc. 0.02% No change 1,225 $654K
Panagora Asset Management Inc. 0.00% Reduce -1.4% 1,225 $654K
Parkside Financial Bank & Trust 0.07% Add +20.0% 1,224 $653K
MJP Associates Inc. 0.10% Add +21.6% 1,223 $653K
Burling Wealth Partners, LLC 0.12% Reduce -16.8% 1,222 $652K
Wellington Shields Capital Management, LLC 0.11% No change 1,220 $651K
Simplex Trading, LLC 0.02% New 1,207 $644K
Weil Company, Inc. 0.17% Add +0.1% 1,201 $641K
Pettee Investors, Inc. 0.38% Reduce -17.2% 1,200 $640K
Kintra Wealth, LLC 0.38% Add +3.7% 1,198 $639K
Arthur M. Cohen & Associates, LLC 0.11% No change 1,184 $632K
Quantum Financial Advisors, LLC 0.09% No change 1,180 $630K
Perritt Capital Management Inc 0.32% No change 1,177 $629K
Rathbones Group PLC 0.00% Reduce -21.5% 1,175 $627K
MQS Management LLC 0.34% New 1,172 $626K
Impact Partnership Wealth, LLC 0.12% Add +9.8% 1,169 $624K
Wesbanco Bank Inc. 0.02% No change 1,169 $624K
BLB&B Advisors, LLC 0.03% Add +1.3% 1,158 $618K
Prime Capital Investment Advisors, LLC 0.01% Reduce -24.0% 1,152 $615K
Fire Capital Management LLC 0.39% No change 1,150 $614K
First County Bank 0.33% Add +29.9% 1,150 $614K
McCarter Private Wealth Services LLC 0.35% No change 1,147 $612K
Renasant Bank 0.41% Reduce -2.6% 1,143 $610K
Ibex Wealth Advisors 0.06% New 1,140 $608K
Private Trust Co. NA 0.06% Add +24.5% 1,137 $607K
Qtron Investments LLC 0.08% Reduce -6.9% 1,136 $606K
McRae Capital Management Inc. 0.12% Add +4.6% 1,135 $606K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,134 $605K
Frederick Financial Consultants, LLC 0.37% Add +0.7% 1,129 $603K
Brooklyn Investment Group 0.08% Add +12.9% 1,129 $602K
Everpar Advisors LLC 0.27% Reduce -6.1% 1,128 $602K
Trust Asset Management LLC 0.04% No change 1,127 $602K
Fullerton Fund Management Co Ltd. 0.02% No change 1,127 $602K
Polymer Capital Management (US) LLC 0.10% New 1,113 $594K
Michels Family Financial, LLC 0.50% Reduce -1.4% 1,109 $592K
Contravisory Investment Management, Inc. 0.12% Reduce -0.4% 1,107 $591K
LMCG Investments, LLC 0.04% Reduce -65.7% 1,104 $589K
Checchi Capital Advisers, LLC 0.04% Reduce -2.4% 1,102 $588K
Segment Wealth Management, LLC 0.04% No change 1,101 $588K
Board of the Pension Protection Fund 0.63% New 1,100 $587K
First Business Financial Services, Inc. 0.05% No change 1,093 $583K
Summit Trail Advisors, LLC 0.01% Reduce -15.9% 1,093 $583K
Unique Wealth Strategies, LLC 0.24% Reduce -1.8% 1,092 $583K
Aurora Private Wealth, Inc. 0.43% No change 1,091 $582K
Beacon Financial Group 0.06% Add +0.1% 1,083 $578K
Aries Wealth Management 0.15% No change 1,082 $577K
SageView Advisory Group, LLC 0.02% Add +110.4% 1,113 $577K
Lecap Asset Management Ltd. 0.20% New 1,081 $577K
Independence Bank of Kentucky 0.08% No change 1,081 $577K
Oxford Asset Management LLP 0.19% New 1,075 $574K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +44.7% 1,071 $572K
Aptus Capital Advisors, LLC 0.01% Reduce -33.3% 1,066 $569K
Burt Wealth Advisors 0.13% No change 1,059 $565K
Cetera Trust Company, N.A 0.33% No change 1,050 $560K
Compound Planning, Inc. 0.02% Add +21.4% 1,049 $560K
Ellevest, Inc. 0.09% Add +14.0% 1,034 $552K
Flagship Harbor Advisors, LLC 0.03% Add +0.3% 1,032 $551K
Legacy Capital Wealth Partners, LLC 0.13% Add +1.7% 1,032 $551K
Everett Harris & Co. 0.01% No change 1,031 $550K
Woodmont Investment Counsel LLC 0.04% No change 1,026 $548K
Readystate Asset Management LP 0.04% New 1,023 $546K
Sterling Wealth Management, Inc. 0.19% — 1,022 $545K
Enzi Wealth 0.20% No change 1,017 $545K
Ransom Advisory, Ltd 0.26% No change 1,020 $544K
Evercore Wealth Management, LLC 0.01% Reduce -3.8% 1,020 $544K
Ignite Planners, LLC 0.09% Add +1.3% 981 $534K
Harbour Investments, Inc. 0.01% Add +0.7% 1,000 $534K
Armstrong, Fleming & Moore, Inc 0.29% New 1,000 $534K
Founders Capital Management, LLC 0.09% No change 1,000 $534K
Fort Sheridan Advisors LLC 0.08% No change 1,000 $534K
Patriot Financial Group Insurance Agency, LLC 0.06% No change 999 $533K
KMG Fiduciary Partners, LLC 0.04% No change 999 $533K
Somerset Trust Co 0.17% Add +5.5% 998 $533K
MV Capital Management, Inc. 0.05% Add +0.1% 992 $529K
Johnson Financial Group, Inc. 0.02% Add +5.0% 988 $527K
Sunflower Bank, N.A. 0.13% Reduce -4.6% 988 $527K
Rothschild Investment LLC 0.03% Reduce -0.1% 982 $524K
3Chopt Investment Partners, LLC 0.13% Add +5.2% 980 $523K
Aljian Capital Management, LLC 0.11% Add +0.2% 980 $523K
Journey Strategic Wealth LLC 0.02% Add +4.4% 979 $523K
Modern Wealth Management, LLC 0.01% Add +2.8% 977 $522K
Entruity Wealth, LLC 0.44% No change 960 $512K
Daymark Wealth Partners, LLC 0.02% Add +3.8% 956 $510K
Aaron Wealth Advisors LLC 0.05% Add +5.5% 954 $509K
Bailard, Inc. 0.01% Reduce -0.3% 951 $508K
Cigna Investments Inc. 0.09% Reduce -2.1% 943 $503K
Hickory Point Bank & Trust 0.40% Reduce -0.6% 935 $499K
Bridgewater Advisors Inc. 0.04% Add +3.4% 972 $498K
CreativeOne Wealth, LLC 0.01% Add +2.3% 932 $497K
Hills Bank & Trust Co 0.03% No change 931 $497K
Groupama Asset Managment 0.01% Reduce -58.7% 940 $496K
Ausdal Financial Partners, Inc. 0.03% Add +1.6% 922 $492K
Dakota Community Bank & Trust NA 2.20% Reduce -12.6% 920 $491K
PDS Planning, Inc 0.04% Add +12.1% 920 $491K
Great Valley Advisor Group, Inc. 0.01% Reduce -23.1% 916 $489K
Genus Capital Management Inc. 0.06% Reduce -1.1% 915 $488K
Beaton Management Co. Inc. 0.24% No change 910 $486K
Cambridge Financial Group, LLC 0.18% No change 906 $484K
Ceeto Capital Group, LLC 0.17% Reduce -0.1% 900 $480K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.0% 899 $480K
Leavell Investment Management, Inc. 0.02% Add +5.8% 893 $477K
Shelton Capital Management 0.01% Add +62.8% 892 $476K
Pallas Capital Advisors LLC 0.02% Reduce -40.2% 892 $476K
Williams Jones Wealth Management, LLC. 0.01% No change 890 $475K
Advisors Capital Management, LLC 0.01% Reduce -1.2% 889 $475K
Spire Wealth Management 0.02% Reduce -37.8% 889 $475K
Colonial Trust Co / SC 0.07% Add +0.2% 878 $469K
Private Wealth Asset Management, LLC 0.06% Reduce -40.6% 878 $469K
Park National Corp. 0.02% Add +0.2% 877 $468K
PEAK6 LLC 0.02% New 876 $468K
Hengehold Capital Management LLC 0.04% No change 874 $466K
HBK Sorce Advisory LLC 0.01% Add +1.3% 874 $466K
GC Wealth Management RIA, LLC 0.04% New 870 $464K
Drive Wealth Management, LLC 0.10% Reduce -2.6% 868 $464K
Blue Trust, Inc. 0.01% Add +4.5% 865 $462K
Whittier Trust Co. 0.01% Add +7.1% 861 $460K
Plimoth Trust Co. LLC 0.11% Reduce -1.0% 859 $458K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +17.8% 859 $458K
Savvy Advisors, Inc. 0.03% Add +86.0% 850 $454K
Sendero Wealth Management, LLC 0.06% No change 846 $452K
Grove Bank & Trust 0.06% Add +4.1% 844 $450K
Fort Washington Investment Advisors Inc. 0.00% No change 843 $450K
Benjamin Edwards Inc. 0.01% Reduce -46.6% 839 $448K
Maridea Wealth Management LLC 0.12% Add +76.1% 833 $445K
New Wave Wealth Advisors LLC 0.19% Add +0.6% 831 $444K
IFG Advisory, LLC 0.02% No change 830 $443K
Tradition Wealth Management, LLC 0.03% Add +1.0% 819 $437K
Great Waters Wealth Management 0.06% No change 819 $437K
Cairn Investment Group, Inc. 0.23% No change 814 $434K
Park Place Capital Corp 0.10% Reduce -0.4% 805 $434K
Carr Financial Group Corp 0.13% Add +0.4% 811 $433K
Interchange Capital Partners, LLC 0.10% Add +2.1% 806 $430K
Ascent Group, LLC 0.02% Add +5.0% 804 $429K
Evoke Wealth, LLC 0.01% Add +28.3% 803 $429K
Busey Bank 0.01% Reduce -3.7% 803 $429K
Schulhoff & Co. Inc. 0.19% No change 800 $427K
WealthPLAN Partners, LLC 0.07% No change 800 $427K
Capital Analysts, LLC 0.01% No change 795 $424K
Sunbelt Securities, Inc. 0.04% Add +7.0% 796 $424K
CX Institutional 0.01% Reduce -91.7% 792 $423K
Diversify Advisory Services, LLC 0.02% New 812 $420K
First Nebraska Trust Co 0.04% No change 784 $418K
Caldwell Sutter Capital, Inc. 0.19% No change 772 $412K
OneAscent Wealth Management LLC 0.15% Add +6.1% 770 $411K
Counterpoint Mutual Funds LLC 0.04% New 770 $411K
Accurate Wealth Management, LLC 0.06% Reduce -86.5% 746 $405K
Canal Capital Management, LLC 0.06% Add +0.3% 758 $405K
IHT Wealth Management, LLC 0.01% Add +9.6% 755 $403K
Kelly Financial Services LLC 0.12% Add +8.4% 752 $402K
Rainier Family Wealth Inc. 0.40% No change 752 $401K
Northeast Financial Group, Inc. 0.13% Reduce -1.3% 751 $401K
Burke & Herbert Bank & Trust Co. 0.09% No change 750 $400K
N.E.W. Advisory Services LLC 0.04% Reduce -50.0% 749 $400K
WealthTrust Axiom LLC 0.12% No change 748 $399K
Cary Street Partners Investment Advisory LLC 0.19% Add +1.9% 747 $399K
Clark Capital Management Group, Inc. 0.00% Reduce -6.4% 741 $396K
Townsquare Capital LLC 0.04% Reduce -89.3% 736 $393K
Dakota Wealth Management 0.01% Reduce -6.8% 734 $392K
Equitable Holdings, Inc. 0.00% Add +15.4% 734 $392K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +3.0% 733 $391K
First Bank & Trust 0.07% Reduce -5.1% 731 $390K
Founders Financial Securities LLC 0.03% Reduce -0.4% 724 $386K
Progressive Investment Management Corp 0.10% No change 720 $384K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 720 $384K
Renaissance Group LLC 0.01% Reduce -12.3% 714 $381K
Pin Oak Investment Advisors Inc. 0.32% No change 788 $381K
Essex Financial Services, Inc. 0.03% Reduce -0.8% 713 $381K
Ledyard National Bank 0.04% Add +0.8% 711 $379K
M.E. Allison & Co., Inc. 0.30% No change 705 $376K
Proficio Capital Partners LLC 0.02% Add +3.1% 704 $376K
Walleye Capital LLC 0.00% Add +65.8% 703 $375K
Keystone Financial Group 0.03% No change 736 $373K
Mindset Wealth Management, LLC 0.12% No change 698 $373K
South Plains Financial, Inc. 0.26% Add +34.6% 697 $372K
Bank Pictet & Cie (Europe) AG 0.01% Add +60.7% 696 $371K
Meeder Asset Management Inc. 0.02% Reduce -74.8% 693 $370K
LRT Capital Management, LLC 0.22% Reduce -67.6% 690 $368K
SCS Capital Management LLC 0.00% Reduce -16.6% 685 $366K
Smith, Moore & Co. 0.03% No change 684 $365K
Fidelis Capital Partners, LLC 0.03% Add +1.4% 711 $361K
Scotia Capital Inc. 0.00% No change 675 $360K
Conning Inc. 0.01% Reduce -44.8% 670 $358K
Childress Capital Advisors, LLC 0.09% Add +16.0% 667 $356K
Northwest Bancshares, Inc. 0.06% No change 667 $356K
Chicago Partners Investment Group LLC 0.01% Add +30.0% 663 $356K
Narus Financial Partners, LLC 0.11% Reduce -9.0% 664 $354K
Valmark Advisers, Inc. 0.00% Reduce -1.1% 661 $353K
One Wealth Capital Management, LLC 0.16% Reduce -15.3% 656 $350K
Twinbeech Capital LP 0.01% Reduce -49.3% 654 $349K
Csenge Advisory Group 0.02% Reduce -3.7% 683 $348K
Argent Capital Management LLC 0.01% Reduce -98.6% 652 $348K
Abel Hall, LLC 0.16% Add +17.8% 648 $346K
Astoria Portfolio Advisors LLC. 0.10% Reduce -2.9% 668 $345K
Edmond DE Rothschild Holding S.A. 0.01% No change 647 $345K
Parcion Private Wealth LLC 0.02% Reduce -14.7% 645 $344K
Commerzbank Aktiengesellschaft 0.01% No change 641 $343K
YHB Investment Advisors, Inc. 0.03% Reduce -1.1% 638 $341K
Moneco Advisors, LLC 0.03% Reduce -7.3% 637 $340K
OneAscent Financial Services LLC 0.02% Reduce -17.2% 636 $340K
SPC Financial, Inc. 0.03% Add +0.3% 637 $340K
Royal Fund Management, LLC 0.04% Add +0.3% 636 $339K
CWA Asset Management Group, LLC 0.01% Add +17.4% 634 $338K
SlateStone Wealth, LLC 0.03% No change 633 $338K
Howard Capital Management, LLC 0.01% Add +10.9% 633 $338K
Deseret Mutual Benefit Administrators 0.16% No change 632 $337K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.3% 630 $336K
Cerro Pacific Wealth Advisors LLC 0.09% Add +0.3% 629 $336K
MTM Investment Management, LLC 0.11% No change 626 $334K
Peoples Financial Services Corp. 0.16% No change 625 $334K
Coign Capital Advisors LLC 0.23% No change 623 $333K
All Terrain Financial Advisors, LLC 0.12% No change 623 $333K
Illumine Investment Management, LLC 0.26% No change 622 $332K
Resonant Capital Advisors, LLC 0.02% Add +16.4% 618 $330K
NDVR, Inc. 0.31% Reduce -0.2% 615 $328K
Optimist Retirement Group LLC 0.16% Add +11.6% 615 $328K
Chesapeake Wealth Management 0.11% Reduce -1.6% 615 $328K
OneAscent Investment Solutions LLC 0.35% Reduce -0.3% 615 $328K
Argus Investors' Counsel, Inc. 0.23% Reduce -0.5% 610 $326K
Wealthstream Advisors, Inc. 0.05% Add +2.5% 608 $325K
Graves Light Lenhart Wealth, Inc. 0.04% No change 606 $323K
Legacies Wealth LLC 0.21% No change 603 $322K
Harbour Investment Management LLC 0.14% No change 600 $320K
Paradigm Asset Management Co. LLC 0.08% New 600 $320K
Van Cleef Asset Management,Inc 0.03% No change 600 $320K
Core Alternative Capital 0.09% Add +19866.7% 599 $320K
Cornerstone Wealth Group, LLC 0.02% Reduce -0.8% 597 $318K
Syntegra Private Wealth Group, LLC 0.03% Add +1.2% 591 $316K
Catalyst Funds Management Pty Ltd 0.09% Add +9.3% 590 $315K
Schnieders Capital Management LLC 0.06% New 587 $313K
Nicolet Advisory Services, LLC 0.03% Add +3.5% 624 $313K
Washington Capital Management, Inc. 0.23% No change 586 $313K
Sivia Capital Partners, LLC 0.11% Add +14.1% 584 $312K
Institute for Wealth Management, LLC. 0.03% No change 584 $312K
Portside Wealth Group, LLC 0.05% Reduce -13.0% 583 $311K
Tortoise Investment Management, LLC 0.03% Add +37.6% 582 $311K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +4.9% 582 $311K
Five Oceans Advisors 0.13% Add +0.5% 581 $310K
Liberty Square Wealth Partners LLC 0.11% No change 577 $308K
Aua Capital Management, LLC 0.18% No change 577 $308K
Rehmann Capital Advisory Group 0.02% Add +7.9% 575 $307K
Apella Capital, LLC 0.01% Reduce -1.7% 571 $306K
denkapparat Operations GmbH 0.24% No change 572 $305K
Cape Cod Five Cents Savings Bank 0.03% No change 646 $303K
Westmount Partners, LLC 0.08% No change 568 $303K
Accredited Investors Inc. 0.02% No change 568 $303K
PFG Private Wealth Management, LLC 0.16% Add +5.2% 565 $302K
Emprise Bank 0.14% Reduce -6.1% 558 $298K
Paragon Private Wealth Management, LLC 0.12% Add +15.5% 558 $298K
Maseco LLP 0.01% — 556 $297K
Gilman Hill Asset Management, LLC 0.05% Add +9.9% 555 $296K
Veery Capital, LLC 0.10% Reduce -5.3% 553 $295K
Cascade Financial Partners, LLC 0.04% No change 553 $295K
Moody National Bank Trust Division 0.03% No change 553 $295K
Hobbs Group Advisors, LLC 0.10% No change 551 $294K
Philadelphia Trust Co. 0.02% No change 550 $294K
Relyea Zuckerberg Hanson LLC 0.03% New 546 $291K
Walker Asset Management, LLC 0.17% Add +0.4% 545 $291K
Jefferies Financial Group Inc. 0.01% Reduce -98.2% 540 $288K
Wealthstar Advisors, LLC 0.11% No change 538 $287K
Hemington Wealth Management 0.04% Add +3.3% 538 $287K
Hamilton Capital, LLC 0.02% Add +2.3% 536 $286K
Regimen Wealth, LLC 0.09% Add +0.4% 527 $281K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -0.2% 526 $281K
JBF Capital, Inc. 0.04% No change 525 $280K
Wilkins Investment Counsel Inc. 0.04% Reduce -4.5% 525 $280K
Penserra Capital Management LLC 0.00% Add +9.8% 527 $280K
MBB Public Markets I LLC 0.03% Reduce -18.7% 521 $278K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 521 $278K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.9% 519 $277K
Alta Advisers Ltd 0.10% No change 516 $275K
River Wealth Advisors LLC 0.03% No change 516 $275K
Howard Bailey Securities, LLC 0.08% Reduce -5.7% 513 $274K
Revolve Wealth Partners, LLC 0.04% Reduce -18.0% 507 $271K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.2% 506 $270K
Baker Tilly Wealth Management, LLC 0.10% Add +0.4% 503 $269K
Oldfather Financial Services, LLC 0.09% No change 503 $268K
KCM Investment Advisors LLC 0.01% Reduce -2.1% 503 $268K
Douglas Lane & Associates, LLC 0.00% No change 500 $267K
Two Sigma Advisers, LP 0.00% New 500 $267K
Sunbeam Capital Management, LLC 0.20% Add +0.2% 500 $267K
Mutual Advisors, LLC 0.01% Add +4.5% 511 $266K
Heritage Investment Group, Inc. 0.05% Reduce -1.4% 497 $265K
Avantax Planning Partners, Inc. 0.01% Reduce -1.2% 497 $265K
Natural Investments, LLC 0.07% Reduce -1.2% 498 $265K
Archer Investment Corp 0.06% New 494 $264K
Revisor Wealth Management LLC 0.10% No change 486 $264K
WBH Advisory Inc. 0.02% Reduce -23.3% 493 $263K
Cidel Asset Management Inc. 0.02% Reduce -4.5% 493 $263K
SeaCrest Wealth Management, LLC 0.03% Reduce -19.6% 491 $262K
Arete Wealth Advisors, LLC 0.02% Add +3.6% 489 $261K
Cherry Tree Wealth Management, LLC 0.06% Reduce -6.1% 489 $261K
Sigma Planning Corp 0.01% Reduce -71.4% 488 $260K
Los Angeles Capital Management LLC 0.00% No change 488 $260K
Bahl & Gaynor LLC 0.00% No change 487 $260K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.6% 486 $259K
Ascentis Wealth Management, LLC 0.07% No change 481 $259K
Brooks, Moore & Associates, Inc. 0.14% No change 500 $259K
Quotient Wealth Partners, LLC 0.01% Add +6.6% 484 $258K
Delta Investment Management, LLC 0.05% Reduce -20.3% 484 $258K
Legacy Financial Advisors, Inc. 0.04% Add +9.1% 482 $257K
Platform Technology Partners 0.07% Reduce -0.4% 482 $257K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -5.3% 482 $257K
GenTrust, LLC 0.01% No change 480 $256K
Confluence Investment Management LLC 0.00% No change 480 $256K
Chicago Capital, LLC 0.01% No change 478 $255K
Okabena Investment Services Inc. 0.06% No change 477 $255K
Wealthcare Advisory Partners LLC 0.01% Add +1.3% 476 $254K
Cornerstone Planning Group LLC 0.05% Reduce -0.6% 502 $253K
Boyd Watterson Asset Management LLC 0.08% Add +5.3% 474 $253K
Horan Securities, Inc. 0.09% Add +1.1% 474 $253K
Rebalance, LLC 0.02% No change 472 $252K
Trust Point Inc. 0.02% Reduce -9.1% 470 $251K
Alpha Family Trust 0.12% No change 470 $251K
Strategic Blueprint, LLC 0.01% Reduce -17.0% 469 $250K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.1% 467 $249K
Ameritas Advisory Services, LLC 0.01% Reduce -32.5% 466 $249K
New Century Financial Group, LLC 0.29% New 466 $249K
Harvest Fund Management Co., Ltd 0.01% Reduce -64.0% 465 $248K
Clear Creek Financial Management, LLC 0.02% Reduce -5.3% 463 $247K
Bordeaux Wealth Advisors LLC 0.03% Add +3.4% 458 $244K
Crews Bank & Trust 0.04% No change 458 $244K
Bar Harbor Wealth Management 0.02% No change 457 $244K
Tiemann Investment Advisors, LLC 0.10% Add +4.6% 456 $243K
Washington Trust Advisors, Inc. 0.02% Reduce -0.9% 453 $242K
Rockland Trust Co. 0.01% No change 452 $241K
Plancorp, LLC 0.01% Add +2.5% 452 $241K
Empower Advisory Group, LLC 0.00% Reduce -1.1% 452 $241K
Avidian Wealth Enterprises, LLC 0.01% Add +0.5% 448 $239K
Geneos Wealth Management Inc. 0.01% Add +5.4% 447 $239K
CVA Family Office, LLC 0.03% Add +0.7% 445 $238K
West Oak Capital, LLC 0.12% Reduce -1.1% 445 $238K
Private Client Services, LLC 0.09% Reduce -7.5% 441 $235K
Abacus Planning Group, Inc. 0.03% Reduce -2.5% 437 $233K
Joel Isaacson & Co., LLC 0.01% No change 437 $233K
Wolverine Trading, LLC 0.01% New 440 $232K
Marathon Capital Management 0.06% No change 435 $232K
Hanson & Doremus Investment Management 0.03% No change 433 $231K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -77.1% 430 $230K
Eagle Bay Advisors LLC 0.19% Reduce -13.5% 430 $229K
Independent Family Office, LLC 0.11% No change 428 $228K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -0.2% 427 $228K
Perennial Investment Advisors, LLC 0.02% Reduce -20.5% 427 $228K
Aviso Wealth Management 0.11% New 425 $227K
Nicolet Bankshares Inc. 0.04% New 425 $227K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 425 $227K
Macroview Investment Management LLC 0.18% Reduce -0.2% 422 $225K
Clark Financial Services Group Inc. 0.14% New 422 $225K
Capstone Investment Advisors, LLC 0.00% New 420 $224K
Silvia McColl Wealth Management, LLC 0.16% No change 418 $223K
Birchcreek Wealth Management, LLC 0.13% Reduce -17.9% 417 $223K
Western Wealth Management, LLC 0.01% New 416 $222K
Weaver Consulting Group 0.06% No change 415 $221K
one8zero8, LLC 0.05% Reduce -5.0% 414 $221K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -72.3% 414 $221K
Midland Wealth Advisors, LLC 0.01% Reduce -11.0% 413 $220K
Twelve Points Wealth Management LLC 0.06% New 412 $220K
Harbor Investment Advisory, LLC 0.02% No change 412 $220K
Lansing Street Advisors 0.07% Reduce -1.4% 410 $219K
Prosperity Consulting Group, LLC 0.02% Reduce -81.1% 409 $218K
Amplius Wealth Advisors, LLC 0.02% New 408 $218K
Crestwood Advisors Group, LLC 0.00% New 407 $217K
West Family Investments, Inc. 0.06% New 407 $217K
Ashton Thomas Private Wealth, LLC 0.01% New 406 $217K
Magnetar Financial LLC 0.00% Reduce -95.8% 406 $217K
Investment Advisory Services Inc. /TX 0.07% New 405 $216K
Foster Group, Inc. 0.01% New 405 $216K
Alpine Woods Capital Investors, LLC 0.05% New 405 $216K
Whalerock Point Partners, LLC 0.05% New 405 $216K
RiverFront Investment Group, LLC 0.00% New 403 $215K
Advus Financial Partners, LLC 0.05% New 402 $215K
Brookwood Investment Group LLC 0.03% Reduce -32.9% 401 $214K
GeoWealth Management, LLC 0.01% Add +3.1% 401 $214K
Roehl & Yi Investment Advisors, LLC 0.11% New 400 $213K
E&G Advisors, LLC 0.06% New 400 $213K
Mengis Capital Management, Inc. 0.05% New 400 $213K
Avestar Capital, LLC 0.02% Reduce -53.7% 400 $213K
Morningstar Investment Management LLC 0.02% New 398 $212K
Olympiad Research LP 0.35% Reduce -7.7% 396 $211K
Moors & Cabot, Inc. 0.01% Reduce -9.8% 395 $211K
Webster Bank, N. A. 0.02% Add +28.3% 394 $210K
Foundations Investment Advisors, LLC 0.00% New 394 $210K
Crawford Investment Counsel Inc. 0.00% New 392 $209K
McGlone Suttner Wealth Management, Inc. 0.03% New 392 $209K
Essential Partners LLC 0.08% — 391 $209K
Means Investment Co., Inc. 0.02% New 391 $209K
Wimmer Associates 1, LLC 0.11% No change 390 $208K
Cobblestone Capital Advisors LLC 0.01% New 390 $208K
White Lighthouse Investment Management Inc. 0.03% New 388 $207K
Victory Financial Group, LLC 0.03% New 388 $207K
Good Steward Wealth Advisors,LLC 0.16% New 386 $206K
Aberdeen Wealth Management LLC 0.14% New 386 $206K
D'Orazio & Associates, Inc. 0.03% New 382 $204K
Cozad Asset Management Inc. 0.02% New 381 $203K
Peapack Gladstone Financial Corp. 0.00% New 380 $203K
Sonora Investment Management Group, LLC 0.02% New 380 $203K
LRI Investments, LLC 0.02% Reduce -20.7% 380 $203K
Waterloo Capital, L.P. 0.02% New 377 $201K
United Community Bank 0.07% Add +2.8% 369 $197K
Leonteq Securities AG 0.01% Add +464.6% 367 $196K
Creative Financial Designs Inc. 0.01% Add +0.6% 366 $195K
North Capital, Inc. 0.17% No change 360 $192K
Kiker Wealth Management, LLC 0.11% Add +38.7% 355 $189K
Cohen & Steers, Inc. 0.00% Add +40.0% 350 $187K
Strategic Wealth Partners, Ltd. 0.01% — 342 $183K
Financial Perspectives, Inc 0.05% No change 338 $180K
Exchange Traded Concepts, LLC 0.00% Reduce -65.6% 334 $178K
2UniFi Bank 0.10% No change 330 $176K
Versant Capital Management, Inc 0.03% Add +46.2% 310 $165K
North Star Investment Management Corp. 0.01% No change 307 $164K
Sentry Investment Management LLC 0.09% No change 296 $159K
Ostrum Asset Management 0.01% Reduce -2.3% 296 $158K
NBT Bank, N.A. 0.01% No change 290 $155K
Westpac Banking Corp. 0.01% No change 290 $155K
Cromwell Holdings LLC 0.09% Add +3.2% 288 $154K
MUFG Securities EMEA plc 0.01% New 281 $150K
Field & Main Bank 0.05% No change 280 $149K
Riverview Trust Co 0.18% Reduce -29.2% 276 $147K
Anchor Investment Management, LLC 0.01% No change 270 $144K
Centaurus Financial, Inc. 0.01% Reduce -2.5% 269 $144K
Kozak & Associates, Inc. 0.03% Add +0.4% 264 $142K
CYBER HORNET ETFs LLC 0.10% New 263 $140K
New Age Alpha Advisors, LLC 0.01% Reduce -0.8% 262 $140K
Breakwater Investment Management 0.05% No change 261 $139K
McIlrath & Eck, LLC 0.02% No change 261 $139K
Icon Wealth Advisors, LLC 0.01% No change 261 $139K
Princeton Global Asset Management LLC 0.02% Reduce -50.0% 255 $136K
Heritage Wealth Advisors 0.01% No change 254 $136K
Transce3nd, LLC 0.06% Reduce -11.6% 252 $135K
Estabrook Capital Management 0.02% Add +120.0% 330 $134K
Coston, McIsaac & Partners 0.03% No change 252 $134K
Armstrong Advisory Group, Inc. 0.01% Reduce -5.3% 251 $134K
Hamilton Capital Partners Inc. 0.01% No change 251 $134K
GW&K Investment Management, LLC 0.00% Add +6.4% 249 $133K
Old Second National Bank of Aurora 0.03% No change 245 $131K
CoreFirst Bank & Trust 0.07% New 243 $130K
S-Bank Fund Management Ltd 0.02% Reduce -9.9% 236 $126K
Arax Advisory Partners 0.01% Reduce -22.8% 227 $121K
Zions Bancorporation, National Association 0.01% Add +123.0% 223 $119K
1620 Investment Advisors, Inc. 0.09% No change 220 $117K
Hopwood Financial Services, Inc. 0.09% No change 215 $115K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 205 $109K
Motco 0.01% Add +2.9% 211 $109K
Kimelman & Baird, LLC 0.01% No change 200 $107K
Security National Bank 0.02% No change 191 $102K
BSN CAPITAL PARTNERS Ltd 0.01% New 193 $100K
Pinnacle Bancorp, Inc. 0.03% Reduce -5.6% 186 $99K
Flagship Wealth Advisors, LLC 0.04% No change 185 $99K
REAP Financial Group, LLC 0.02% Add +203.3% 182 $97K
Ofi Invest Asset Management 0.00% Add +59.7% 214 $97K
Montag A & Associates Inc. 0.00% Reduce -2.1% 182 $97K
Central Pacific Bank - Trust Division 0.01% Reduce -10.0% 180 $96K
State of Wyoming 0.01% Reduce -57.3% 170 $91K
American National Bank & Trust 0.01% Reduce -3.4% 169 $90K
Resources Management Corp. /CT/ 0.01% No change 165 $88K
Gitterman Wealth Management, LLC 0.02% New 160 $85K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +78.7% 159 $85K
Operose Advisors LLC 0.02% No change 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
Alpine Bank Wealth Management 0.01% No change 156 $83K
High Note Wealth, LLC 0.02% No change 155 $83K
West Branch Capital LLC 0.02% No change 153 $82K
Silvant Capital Management LLC 0.00% No change 152 $81K
Raleigh Capital Management Inc. 0.03% Reduce -9.7% 149 $80K
Evermay Wealth Management LLC 0.01% No change 148 $79K
Iron Horse Wealth Management, LLC 0.02% Add +0.7% 146 $78K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 138 $74K
Tobam 0.03% Add +11.4% 137 $73K
Westend Capital Management, LLC 0.02% No change 129 $69K
Aster Capital Management (DIFC) Ltd 0.02% New 129 $69K
Twin Peaks Wealth Advisors, LLC 0.02% New 126 $65K
Battery Global Advisors, LLC 0.03% No change 119 $64K
Ameriflex Group, Inc. 0.03% Reduce -5.6% 118 $62K
CGC Financial Services, LLC 0.02% New 116 $62K
Itau Unibanco Holding S.A. 0.00% Reduce -13.1% 113 $60K
First Financial Corp. 0.03% No change 110 $59K
Clean Yield Group 0.02% No change 110 $59K
Alerus Financial NA 0.00% New 106 $57K
Traub Capital Management LLC 0.05% — 105 $56K
JFS Wealth Advisors, LLC 0.00% Reduce -0.9% 105 $56K
CoreCap Advisors, LLC 0.00% Reduce -23.1% 103 $55K
Rexford Capital Inc. 0.05% — 102 $54K
Lowe Wealth Advisors, LLC 0.02% No change 100 $53K
Delta Asset Management LLC 0.00% No change 100 $53K
TCTC Holdings, LLC 0.00% No change 98 $52K
Covestor Ltd 0.03% Add +2.1% 96 $52K
Asset Dedication, LLC 0.00% Add +4.3% 97 $52K
Bell Investment Advisors, Inc 0.01% Add +1.1% 92 $49K
Millstone Evans Group, LLC 0.03% No change 88 $47K
Promus Capital, LLC 0.03% No change 88 $47K
Sound Income Strategies, LLC 0.00% Reduce -22.1% 88 $47K
Albion Financial Group 0.00% No change 87 $46K
Hantz Financial Services, Inc. 0.00% Add +60.4% 85 $45K
Morse Asset Management, Inc 0.01% New 80 $43K
Abound Wealth Management 0.01% No change 79 $42K
Adirondack Trust Co. 0.02% No change 79 $42K
SBI Securities Co., Ltd. 0.00% Reduce -2.5% 78 $42K
Hager Investment Management Services, LLC 0.02% Add +114.3% 75 $40K
Solstein Capital, LLC 0.02% Add +52.2% 70 $37K
Roble, Belko & Company, Inc 0.01% No change 69 $37K
Clearstead Trust, LLC 0.01% Add +1.5% 69 $37K
WFA of San Diego, LLC 0.03% — 68 $36K
Oakworth Capital, Inc. 0.00% Reduce -19.3% 67 $36K
Mascoma Wealth Management LLC 0.01% No change 66 $35K
Redmont Wealth Advisors LLC 0.05% New 65 $35K
Summit Securities Group LLC 0.01% New 64 $34K
Rialto Wealth Management, LLC 0.01% Add +17.0% 62 $33K
Key Financial Inc 0.01% No change 61 $33K
TD Capital Management LLC 0.00% No change 60 $32K
Accordant Advisory Group Inc 0.02% No change 60 $32K
Winnacle Wealth LLC 0.02% Add +1900.0% 60 $32K
Wealth Preservation Advisors, LLC 0.02% No change 60 $32K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.7% 59 $31K
Transamerica Financial Advisors, LLC 0.00% Reduce -10.6% 59 $31K
Westside Investment Management, Inc. 0.01% No change 58 $31K
Bank & Trust Co 0.02% No change 57 $30K
Salomon & Ludwin, LLC 0.00% Add +115.4% 56 $30K
Holos Integrated Wealth LLC 0.02% No change 60 $30K
Creative Capital Management Investments LLC 0.01% No change 56 $30K
Opal Wealth Advisors, LLC 0.01% Reduce -24.3% 56 $30K
Mechanics Financial Corp 0.01% No change 55 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -47.6% 55 $29K
Piscataqua Savings Bank 0.02% No change 55 $29K
Rise Advisors, LLC 0.01% Add +1.9% 55 $29K
Whipplewood Advisors, LLC 0.02% Add +71.0% 53 $28K
Twin Lakes Capital Management, LLC 0.02% No change 53 $28K
Bangor Savings Bank 0.00% Reduce -12.1% 51 $27K
Wolff Wiese Magana LLC 0.02% No change 50 $27K
PFS Partners, LLC 0.01% No change 50 $27K
NewSquare Capital LLC 0.00% Add +47.1% 50 $27K
AdvisorNet Financial, Inc 0.00% Reduce -5.7% 50 $27K
Financial Management Professionals, Inc. 0.00% No change 49 $26K
MCF Advisors LLC 0.00% No change 46 $25K
Financial Freedom, LLC 0.01% No change 45 $24K
True Wealth Design, LLC 0.01% Add +1400.0% 45 $24K
Toth Financial Advisory Corp. 0.00% No change 45 $24K
SouthState Bank Corp 0.00% Reduce -63.3% 44 $23K
Creekmur Asset Management LLC 0.00% New 43 $23K
Sierra Ocean, LLC 0.02% No change 42 $22K
Copia Wealth Management 0.02% No change 40 $21K
TFC Financial Management, Inc. 0.00% No change 39 $21K
Center for Financial Planning, Inc. 0.00% No change 39 $21K
WPG Advisers, LLC 0.02% Reduce -43.5% 39 $21K
Valued Wealth Advisors LLC 0.01% Reduce -21.3% 37 $20K
Rogco, LP 0.01% No change 37 $20K
Reyes Financial Architecture, Inc. 0.02% No change 35 $19K
Birchbrook, Inc. 0.01% No change 34 $18K
Atticus Wealth Management, LLC 0.00% New 33 $18K
Strategic Investment Solutions, Inc. 0.01% No change 33 $18K
Prestige Wealth Management Group LLC 0.00% No change 32 $17K
Cheviot Value Management, LLC 0.00% No change 33 $17K
Group One Trading LLC 0.00% Reduce -64.0% 31 $17K
Banque Transatlantique SA 0.00% No change 30 $16K
FSA Wealth Management LLC 0.01% No change 30 $16K
Investors Research Corp 0.00% No change 30 $16K
Quarry LP 0.00% Reduce -98.3% 29 $15K
Main Street Group, LTD 0.01% No change 28 $15K
Scarborough Advisors, LLC 0.00% New 27 $14K
Raffa Wealth Management, LLC 0.00% Add +85.7% 26 $14K
JNBA Financial Advisors 0.00% No change 26 $14K
Costello Asset Management, INC 0.00% Add +4.2% 25 $13K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -16.1% 26 $13K
Financial Network Wealth Advisors LLC 0.02% No change 24 $13K
Bruce G. Allen Investments, LLC 0.01% Reduce -27.3% 24 $13K
Kilter Group LLC 0.01% New 23 $12K
Avion Wealth 0.00% Add +43.8% 23 $12K
Country Trust Bank 0.00% Reduce -63.3% 22 $12K
Beacon Capital Management, LLC 0.00% Reduce -40.0% 21 $11K
Capital Advisors, Ltd. LLC 0.00% Add +11.1% 20 $11K
Howard Hughes Medical Institute 0.00% New 20 $11K
Cedar Wealth Management, LLC 0.00% No change 20 $11K
Indiana Trust & Investment Management Co 0.00% No change 20 $11K
Sachetta, LLC 0.00% Add +12.5% 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
Dunhill Financial, LLC 0.00% Reduce -6.3% 15 $8K
IMG Wealth Management, Inc. 0.01% New 15 $8K
Golden State Wealth Management, LLC 0.00% Reduce -82.1% 15 $8K
Silicon Valley Capital Partners 0.00% No change 15 $8K
Catherine Avery Investment Management LLC 0.01% No change 14 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 13 $7K
Highline Wealth Partners LLC 0.00% Reduce -14.3% 12 $6K
Fairman Group, LLC 0.01% No change 12 $6K
New Millennium Group LLC 0.00% Reduce -62.5% 12 $6K
BOK Financial Private Wealth, Inc. 0.00% Reduce -71.4% 12 $6K
Atlas Capital Advisors Inc. 0.00% No change 12 $6K
Frazier Financial Advisors, LLC 0.00% No change 11 $6K
Godsey & Gibb, Inc. 0.00% No change 11 $6K
Activest Wealth Management 0.00% Add +120.0% 11 $6K
Rossby Financial, LCC 0.00% New 10 $5K
Caitong International Asset Management Co., Ltd 0.00% New 9 $5K
Granite FO LLC 0.00% No change 9 $5K
Bare Financial Services, Inc 0.00% Add +350.0% 9 $5K
Vision Financial Markets LLC 0.00% No change 9 $5K
NFSG Corp 0.00% Reduce -27.3% 8 $4K
ORG Partners LLC 0.00% New 8 $4K
Dogwood Wealth Management LLC 0.00% Add +14.3% 8 $4K
Signature Resources Capital Management, LLC 0.00% Add +166.7% 8 $4K
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 8 $4K
Talon Private Wealth, LLC 0.00% New 8 $4K
Darwin Wealth Management, LLC 0.00% No change 7 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -41.7% 7 $4K
Nova Wealth Management, Inc. 0.00% New 6 $3K
RMG Wealth Management LLC 0.00% — 6 $3K
Accredited Wealth Management, LLC 0.00% No change 6 $3K
Clark Wealth Partners 0.00% No change 6 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 6 $3K
Winch Advisory Services, LLC 0.00% No change 5 $3K
WealthTrak Capital Management LLC 0.00% Reduce -16.7% 5 $3K
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $3K
Garde Capital, Inc. 0.00% No change 5 $3K
Principia Wealth Advisory, LLC 0.00% No change 4 $2K
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 4 $2K
Aspect Partners, LLC 0.00% No change 4 $2K
Cape Investment Advisory, Inc. 0.00% No change 4 $2K
Rakuten Securities, Inc. 0.00% New 4 $2K
Dagco, Inc. 0.00% No change 4 $2K
Total Investment Management Inc. 0.00% New 4 $2K
HHM Wealth Advisors, LLC 0.00% No change 4 $2K
Bogart Wealth, LLC 0.00% Reduce -50.0% 4 $2K
Hughes Financial Services, LLC 0.00% Reduce -33.3% 4 $2K
Quaker Wealth Management, LLC 0.00% — 3 $2K
Addison Advisors LLC 0.00% No change 3 $2K
Stephens Consulting, LLC 0.00% New 3 $2K
BankPlus Trust Department 0.00% No change 3 $2K
Nvwm, LLC 0.00% Add +50.0% 3 $2K
Rosenberg Matthew Hamilton 0.00% No change 3 $2K
IAG Wealth Partners, LLC 0.00% Reduce -90.9% 3 $1K
DecisionPoint Financial, LLC 0.00% New 2 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 2 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 2 $1K
GPS Wealth Strategies Group, LLC 0.00% New 2 $1K
WestEnd Advisors, LLC 0.00% Reduce -33.3% 2 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 1 $758
LGT Financial Advisors LLC 0.00% New 1 $534
Redwood Park Advisors LLC 0.00% No change 1 $534
American Capital Advisory, LLC 0.00% Reduce -50.0% 1 $534
Private Wealth Management Group, LLC 0.00% No change 1 $534
Y.D. More Investments Ltd 0.00% Reduce -35.5% 89 $139
Wood Tarver Financial Group, LLC 0.00% No change 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.