American ExpressAXP

13F holders, Q2 2024 (June 30)
2,344holders +31
139new positions
104sold out
17famous investors
$231.48avg. 13F price*

At the end of Q2 2024, 2,344 institutions reported holding American Express Co. (AXP) in their 13F filings, up 31 from Q1 2024. 139 opened new positions and 104 sold out. The largest holders were Berkshire Hathaway ($35.1B), Vanguard Group Inc. ($10.5B) and BlackRock Inc. ($9.7B). 17 famous investors held it, including Guy Spier (18.5% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Warren Buffett (12.5% of Berkshire Hathaway's portfolio) and Mario Gabelli (1.4% of GAMCO Investors's portfolio).

Company
American Express Co.
Sector
Finance
CUSIP
025816109
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,313Q1 2024Q2 2024: 2,344Q2 2024Q3 2024: 2,455Q3 2024Q4 2024: 2,639Q4 2024Q1 2025: 2,624Q1 2025Q2 2025: 2,718Q2 2025Q3 2025: 2,756Q3 2025Q4 2025: 3,043Q4 2025Q1 2026: 2,910Q1 2026Q2 2026: 3,016Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions139$1.4B
Exits104$306.7M

All 13F filers, Q1 2024 → Q2 2024: 21,005,371 shares bought and 28,673,252 shares sold, net −7,667,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,344 holders

Berkshire Hathaway 12.54% No change 151,610,700 $35.1B
Vanguard Group Inc. 0.20% Add +0.1% 45,197,559 $10.5B
BlackRock Inc. 0.22% Reduce -2.7% 41,897,299 $9.7B
State Street Corp. 0.30% Reduce -1.0% 29,284,305 $6.8B
Wellington Management Group LLP 0.79% Reduce -13.2% 19,107,313 $4.4B
JPMorgan Chase & Co. 0.33% Add +1.4% 16,339,945 $3.8B
Morgan Stanley 0.24% Add +2.6% 13,633,725 $3.2B
Geode Capital Management, LLC 0.23% Add +1.5% 11,397,412 $2.6B
FMR LLC 0.15% Add +25.1% 10,137,605 $2.3B
Massachusetts Financial Services Co. 0.68% Reduce -2.0% 9,558,651 $2.2B
Bank of America Corp. 0.21% Reduce -16.1% 9,522,893 $2.2B
T. Rowe Price Associates Inc. 0.25% Add +8.2% 9,136,403 $2.1B
Fisher Asset Management 0.90% Reduce -3.4% 8,895,914 $2.1B
Nuveen Asset Management, LLC 0.46% Reduce -1.7% 6,768,449 $1.6B
Norges Bank 0.22% Add +6.8% 6,366,820 $1.5B
Northern Trust Corp. 0.24% Reduce -1.0% 6,164,827 $1.4B
Invesco Ltd. 0.25% Reduce -8.2% 5,098,226 $1.2B
Artisan Partners Limited Partnership 1.70% Reduce -0.2% 4,838,833 $1.1B
Goldman Sachs Group Inc. 0.22% Add +16.7% 4,790,625 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -2.3% 4,698,310 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% Add +27.0% 4,367,813 $1.0B
Legal & General Group Plc 0.26% Reduce -2.9% 3,991,927 $924.3M
Janus Henderson Group PLC 0.49% Reduce -5.7% 3,927,649 $909.5M
Charles Schwab Investment Management Inc. 0.17% Add +0.4% 3,908,874 $905.1M
Capital World Investors 0.14% New 3,626,219 $839.7M
Rothschild & Co Wealth Management UK Ltd 14.12% Add +0.1% 3,580,102 $829.0M
Lazard Asset Management LLC 0.91% Reduce -29.0% 2,895,222 $670.4M
UBS Group AG 0.20% Add +1.6% 2,827,671 $654.7M
Dimensional Fund Advisors LP 0.17% Reduce -4.3% 2,817,308 $652.3M
Alphinity Investment Management Pty Ltd 4.58% Add +41.2% 2,689,295 $622.7M
Longview Partners (Guernsey) LTD 4.47% Reduce -17.6% 2,604,574 $603.1M
First Eagle Investment Management, LLC 1.36% Reduce -0.3% 2,597,159 $601.4M
TD Asset Management Inc 0.52% Reduce -6.6% 2,425,182 $561.6M
Ameriprise Financial Inc. 0.14% Add +0.3% 2,282,852 $519.9M
Barclays PLC 0.24% Reduce -39.9% 2,212,693 $512.3M
Boston Partners 0.61% Reduce -0.2% 2,125,335 $492.8M
Deutsche Bank AG 0.22% Add +4.8% 2,090,228 $484.0M
Amundi 0.18% Reduce -3.7% 2,041,481 $481.2M
HSBC Holdings PLC 0.29% Reduce -17.3% 1,956,948 $453.2M
Nordea Investment Management AB 0.52% Add +5.6% 1,899,853 $441.9M
Swiss National Bank 0.27% Reduce -2.3% 1,705,479 $394.9M
Royal Bank of Canada 0.09% Reduce -5.0% 1,676,546 $388.2M
Sumitomo Mitsui Trust Group, Inc. 0.29% Reduce -0.9% 1,675,283 $387.9M
Wells Fargo & Company 0.10% Add +0.1% 1,662,425 $384.9M
Smead Capital Management, Inc. 5.70% Reduce -10.6% 1,574,522 $364.6M
California Public Employees Retirement System 0.25% Add +41.3% 1,469,306 $340.2M
Beutel, Goodman & Co Ltd. 1.80% Add +4.6% 1,463,412 $338.9M
Sustainable Growth Advisers, LP 1.47% Reduce -16.1% 1,434,826 $332.2M
Schroder Investment Management Group 0.34% Add +11.3% 1,339,679 $310.2M
GMO 0.99% Reduce -0.4% 1,262,350 $292.3M
Aberdeen Group plc 0.55% Add +0.5% 1,242,955 $287.8M
Barrow Hanley Mewhinney & Strauss LLC 0.96% Add +2.0% 1,220,422 $282.6M
American Century Companies Inc. 0.17% Reduce -6.7% 1,167,576 $270.4M
Rhumbline Advisers 0.25% Reduce -0.1% 1,166,727 $270.2M
Pictet Asset Management Holding SA 0.31% Reduce -14.4% 1,166,105 $269.8M
Canada Pension Plan Investment Board 0.27% Add +71.9% 1,164,098 $269.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.32% Add +11.5% 1,136,289 $263.1M
First Trust Advisors LP 0.27% Add +2.7% 1,128,781 $261.4M
Corient Private Wealth LP 0.45% Add +0.0% 1,114,847 $258.2M
KBC Group NV 0.77% Reduce -6.6% 1,093,883 $253.3M
Bank of Montreal 0.08% Add +0.7% 1,048,371 $251.6M
PNC Financial Services Group, Inc. 0.17% Reduce -2.0% 1,080,863 $250.3M
Alliancebernstein L.P. 0.09% Reduce -43.5% 1,054,185 $244.1M
Maj Invest Holding A/S 6.67% Reduce -5.0% 1,035,755 $239.8M
BNP Paribas Financial Markets 0.26% Reduce -1.9% 1,007,290 $233.2M
Epoch Investment Partners, Inc. 1.06% Reduce -4.1% 1,004,025 $232.5M
National Pension Service 0.26% Reduce -2.7% 994,604 $230.3M
Timucuan Asset Management Inc. 7.87% Reduce -0.5% 989,124 $229.0M
Harris Associates (Oakmark Funds) 0.37% Reduce -76.6% 931,742 $215.7M
California State Teachers Retirement System 0.26% Reduce -2.6% 928,321 $215.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.23% Add +47.8% 903,316 $209.2M
Canoe Financial LP 3.71% No change 879,800 $200.3M
AXA S.A. 0.59% Reduce -1.5% 854,927 $198.0M
Los Angeles Capital Management LLC 0.71% Add +52.4% 854,256 $197.8M
Public Employees Retirement Association of Colorado 0.82% Add +924.2% 851,431 $197.1M
Clearbridge Investments, LLC 0.16% Add +2.2% 848,960 $196.6M
D. E. Shaw & Co. 0.29% Reduce -52.6% 823,321 $190.6M
Troy Asset Management Ltd 6.12% Reduce -3.7% 813,700 $188.4M
New York State Common Retirement Fund 0.24% Reduce -3.2% 798,060 $184.8M
W1M Investment Management Ltd 3.38% Reduce -13.1% 774,060 $179.3M
Qube Research & Technologies Ltd 0.32% Add +184.9% 741,812 $171.8M
Blair William & Co. 0.53% Add +1.3% 738,499 $171.0M
Macquarie Group Ltd. 0.20% Add +1.5% 735,006 $170.1M
Natixis Advisors, LLC 0.37% Reduce -8.8% 726,577 $168.2M
Gabelli Funds LLC 1.28% Reduce -4.3% 719,200 $166.5M
NorthCoast Asset Management LLC 1.39% Add +3.9% 701,485 $162.4M
Allianz Asset Management GmbH 0.26% Add +36.9% 693,966 $160.7M
Capital Research Global Investors 0.03% New 686,044 $158.9M
Envestnet Asset Management Inc. 0.05% Reduce -3.3% 680,192 $157.5M
Raymond James & Associates 0.10% Add +3.2% 674,574 $156.2M
Korea Investment CORP 0.39% Add +12.9% 666,390 $154.3M
King Luther Capital Management Corp. 0.70% Reduce -1.5% 664,912 $154.0M
Citigroup Inc. 0.14% Add +52.5% 638,040 $147.7M
Principal Financial Group Inc. 0.09% Reduce -2.2% 624,641 $144.6M
LPL Financial LLC 0.07% Add +7.5% 602,832 $139.6M
Douglas Lane & Associates, LLC 1.90% Reduce -6.4% 576,989 $133.6M
GAMCO Investors 1.43% Reduce -6.8% 566,311 $131.1M
Stifel Financial Corp. 0.15% Add +0.6% 563,939 $130.6M
State Board of Administration of Florida Retirement System 0.26% Reduce -17.3% 562,973 $130.4M
New York State Teachers Retirement System 0.27% Reduce -3.9% 560,694 $129.8M
Rockefeller Capital Management L.P. 0.37% Add +1.2% 558,270 $129.3M
Brown Advisory Inc. 0.17% Add +9.9% 557,834 $129.2M
Clark Capital Management Group, Inc. 0.95% Add +2.1% 555,899 $128.7M
Victory Capital Management Inc. 0.13% Reduce -6.4% 550,153 $127.4M
First Manhattan Co. Llc. 0.40% Reduce -1.2% 542,636 $125.6M
Franklin Resources Inc. 0.04% Reduce -39.8% 540,758 $125.2M
Russell Investments Group, Ltd. 0.20% Reduce -4.4% 537,905 $124.4M
Robeco Institutional Asset Management B.V. 0.27% Add +78.0% 536,302 $124.2M
Jane Street Group, LLC 0.13% Reduce -46.1% 535,980 $124.1M
Arrowstreet Capital, Limited Partnership 0.11% Add +52.2% 524,987 $121.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% Reduce -36.4% 519,388 $120.3M
HighTower Advisors, LLC 0.19% Reduce -4.7% 518,856 $120.0M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -4.4% 502,088 $116.3M
M&G PLC 0.78% Reduce -2.7% 490,862 $113.9M
Markel Group 1.10% No change 484,250 $112.1M
Caisse de depot et placement du Quebec 0.27% Add +118.5% 471,189 $109.1M
Thrivent Financial for Lutherans 0.22% Reduce -7.5% 463,593 $107.3M
Focused Investors LLC 3.45% Reduce -2.7% 458,800 $106.2M
Citadel Advisors 0.11% Reduce -50.3% 458,071 $106.1M
Ensign Peak Advisors, Inc 0.19% Add +12.9% 447,688 $103.7M
Manufacturers Life Insurance Company, The 0.10% Add +0.4% 446,748 $103.4M
US Bancorp \de 0.14% Reduce -0.5% 443,964 $102.8M
State of Wisconsin Investment Board 0.27% Reduce -22.6% 435,944 $100.9M
Chevy Chase Trust Holdings, LLC 0.31% Add +3.7% 426,325 $98.7M
Clear Street LLC 2.35% New 425,000 $98.4M
Mitsubishi UFJ Trust & Banking Corp 0.23% Reduce -3.8% 423,375 $98.0M
Cacti Asset Management LLC 7.71% No change 428,186 $97.8M
Retirement Systems of Alabama 0.37% Reduce -13.1% 416,710 $96.5M
Dodge & Cox 0.06% Reduce -2.9% 416,269 $96.4M
National Bank of Canada 0.15% Add +220.9% 407,243 $95.2M
Swedbank AB 0.12% Reduce -5.4% 402,852 $93.3M
Crawford Investment Counsel Inc. 1.75% Reduce -0.4% 397,127 $92.0M
Storebrand Asset Management As 0.30% Reduce -0.1% 390,477 $90.4M
Brandywine Global Investment Management, LLC 0.68% Add +3.2% 388,975 $90.1M
Aviva PLC 0.25% Add +25.2% 379,792 $87.9M
Heard Capital LLC 5.33% Reduce -4.6% 377,180 $87.3M
Danske Bank A/S 0.32% Reduce -15.9% 375,283 $86.9M
Beck Mack & Oliver LLC 1.80% Add +1.3% 374,985 $86.8M
Parnassus Investments, LLC 0.19% Reduce -29.4% 369,561 $85.6M
Neuberger Berman Group LLC 0.07% Add +4.7% 369,176 $85.5M
Prudential Financial Inc. 0.13% Reduce -16.6% 368,970 $85.4M
Davis Selected Advisers 0.49% Reduce -52.5% 363,803 $84.2M
Bank of Nova Scotia 0.17% Add +218.1% 362,459 $83.9M
Candriam S.C.A. 0.51% Add +4.5% 358,913 $83.1M
Atalanta Sosnoff Capital, LLC 1.86% Add +19.4% 356,028 $82.4M
CI Investments Inc. 0.32% Reduce -11.3% 354,713 $82.1M
Bowen Hanes & Co. Inc. 2.19% Reduce -0.8% 341,660 $79.1M
Great Lakes Advisors, LLC 0.70% Add +0.5% 341,002 $79.0M
Glenmede Trust Co. NA 0.39% Reduce -1.9% 333,007 $77.1M
Keybank National Association 0.32% Add +4.0% 332,615 $77.0M
Sei Investments Co. 0.11% Add +9.7% 329,361 $76.3M
Teacher Retirement System of Texas 0.42% Add +60.9% 317,469 $73.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% Add +3.1% 317,336 $73.5M
Asset Management One Co., Ltd. 0.28% Reduce -1.1% 314,275 $72.8M
Parallax Volatility Advisers, L.P. 2.11% Add +98.7% 313,679 $72.6M
Hosking Partners LLP 2.68% Add +1.9% 312,229 $72.3M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -0.7% 310,617 $71.9M
Treasurer of the State of North Carolina 0.30% Add +3.3% 305,535 $70.7M
Man Group plc 0.19% Add +45.1% 305,465 $70.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.83% Add +3.1% 305,426 $70.7M
Commonwealth Equity Services, LLC 0.11% Add +4.5% 297,775 $69.0M
Renaissance Technologies 0.11% Add +32.7% 276,026 $63.9M
Lord, Abbett & Co. LLC 0.21% Reduce -3.6% 268,943 $62.3M
Nisa Investment Advisors, LLC 0.39% Add +5.9% 264,721 $61.3M
STRS Ohio 0.24% Reduce -28.0% 261,532 $60.6M
Vaughan David Investments LLC 1.52% Reduce -2.0% 259,270 $60.0M
Fayez Sarofim & Co 0.16% Reduce -5.5% 258,899 $59.9M
Public Employees Retirement System of Ohio 0.23% Reduce -13.2% 258,606 $59.9M
Equity Investment Corp. 1.51% Reduce -26.1% 256,068 $59.3M
Public Sector Pension Investment Board 0.38% Add +2.5% 255,403 $59.1M
Nomura Asset Management Co. Ltd. 0.20% Add +3.4% 248,791 $57.6M
Cornerstone Investment Partners, LLC 2.79% Reduce -3.8% 244,031 $56.5M
State of Tennessee, Department of Treasury 0.21% Reduce -8.4% 241,653 $56.0M
Truist Financial Corp. 0.08% Reduce -4.1% 240,642 $55.7M
Squarepoint Ops LLC 0.21% Reduce -55.8% 240,305 $55.6M
Toronto Dominion Bank 0.09% Reduce -35.3% 235,648 $54.6M
Royal London Asset Management Ltd. 0.14% Add +1.9% 235,099 $54.4M
Voya Investment Management LLC 0.06% Reduce -8.7% 233,865 $54.2M
Mn Services Vermogensbeheer B.V. 0.39% Reduce -2.3% 230,412 $53.4M
Mairs & Power Inc. 0.51% Reduce -3.0% 227,516 $52.7M
Employees Retirement System of Texas 0.57% Reduce -42.2% 224,300 $51.9M
Boston Trust Walden Corp 0.38% Reduce -2.9% 222,774 $51.6M
ProShare Advisors LLC 0.14% Add +6.9% 222,597 $51.5M
Federated Hermes, Inc. 0.12% Add +357.1% 218,010 $50.5M
CIBC Private Wealth Group LLC 0.09% Reduce -0.7% 213,161 $50.0M
Teachers Retirement System of the State of Kentucky 0.45% Reduce -2.4% 214,227 $49.6M
State of New Jersey Common Pension Fund D 0.22% Reduce -37.0% 212,895 $49.3M
Handelsbanken Fonder AB 0.21% Add +8.4% 210,584 $48.8M
Aquamarine Capital (Aquamarine Zurich) 18.52% No change 210,000 $48.6M
Calamos Advisors LLC 0.34% Reduce -1.8% 209,659 $48.5M
Schwerin Boyle Capital Management Inc. 5.06% Reduce -19.9% 208,223 $48.2M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -0.5% 206,007 $47.7M
Cibc World Markets Corp. 0.31% Reduce -19.0% 204,702 $47.4M
Flossbach Von Storch SE 0.20% Reduce -0.7% 203,879 $47.2M
Credit Agricole S A 0.29% Add +407.2% 201,908 $46.8M
Raymond James Financial Services Advisors, Inc. 0.07% Add +3.4% 200,534 $46.4M
Central Securities Corp 4.56% No change 200,000 $46.3M
Rafferty Asset Management, LLC 0.17% Reduce -0.6% 199,869 $46.3M
Allianz SE 1.35% Reduce -0.1% 198,645 $46.0M
Border to Coast Pensions Partnership Ltd 1.08% Reduce -3.4% 197,853 $45.8M
Alberta Investment Management Corp 0.51% Reduce -0.8% 197,800 $45.8M
Global Frontier Investments LLC 13.63% No change 197,215 $45.7M
SG Americas Securities, LLC 0.29% Reduce -58.2% 196,730 $45.6M
Walleye Trading LLC 0.90% Add +2.5% 196,170 $45.4M
Cohen Klingenstein LLC 1.64% Reduce -0.4% 194,922 $45.1M
Susquehanna International Group, LLP 0.08% Reduce -23.8% 191,658 $44.4M
Fifth Third Bancorp 0.17% Add +2.9% 188,741 $43.7M
Pinnacle Associates Ltd. 0.68% Reduce -1.0% 188,244 $43.6M
Todd Asset Management LLC 0.90% Reduce -0.5% 186,609 $43.2M
Roffman Miller Associates Inc. 2.82% Reduce -0.4% 185,067 $42.9M
Ninety One UK Ltd 0.12% Reduce -6.5% 183,768 $42.6M
Resona Asset Management Co.,Ltd. 0.26% Reduce -6.6% 183,796 $42.5M
GFI Investment Counsel Ltd. 5.43% New 179,399 $41.5M
Martingale Asset Management L P 0.89% Reduce -7.7% 177,698 $41.1M
ZWJ Investment Counsel Inc. 1.80% Reduce -0.7% 177,387 $41.1M
Johnson Investment Counsel Inc. 0.43% Reduce -0.8% 175,693 $40.7M
M&T Bank Corp 0.14% Reduce -0.7% 174,972 $40.5M
Heritage Investors Management Corp. 1.41% Reduce -2.6% 174,480 $40.4M
Janney Montgomery Scott LLC 0.12% Reduce -2.2% 173,615 $40.2M
Baird Financial Group, Inc. 0.08% Add +14.4% 172,893 $40.0M
Clarkston Capital Partners, LLC 0.76% Reduce -25.5% 170,922 $39.6M
Corebridge Financial, Inc. 0.22% — 169,810 $39.3M
Dundas Partners LLP 3.01% Add +1.0% 167,619 $38.8M
Arizona State Retirement System 0.26% Reduce -0.2% 166,995 $38.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.40% Reduce -3.9% 166,308 $38.5M
Cibc World Market Inc. 0.10% Reduce -38.0% 165,743 $38.4M
Skandinaviska Enskilda Banken AB (publ) 0.18% Add +37.5% 164,745 $38.1M
Pinnacle Financial Partners Inc 0.81% Add +0.9% 164,558 $38.1M
Aureus Asset Management, LLC 2.65% Reduce -9.7% 163,830 $37.9M
Osaic Holdings, Inc. 0.09% Reduce -13.4% 163,450 $37.9M
Pensioenfonds Rail & Ov 2.83% Reduce -2.1% 163,250 $37.8M
Iron Gate Global Advisors LLC 6.35% Add +0.2% 162,446 $37.6M
MetLife Investment Management, LLC 0.22% Add +13.8% 161,440 $37.4M
J. L. Bainbridge & Co., Inc. 3.73% Add +0.2% 161,174 $37.3M
Cambiar Investors LLC 1.46% Reduce -44.3% 161,149 $37.3M
DekaBank Deutsche Girozentrale 0.07% Add +4.6% 161,538 $37.2M
Barr E S & Co. 2.42% Reduce -2.0% 159,321 $36.9M
PEAK6 Investments LLC 1.70% Add +195.2% 157,919 $36.6M
Focus Partners Wealth 0.12% Reduce -0.2% 157,405 $36.4M
Forsta Ap-Fonden 0.32% Reduce -10.4% 157,100 $36.4M
State of Michigan Retirement System 0.19% Reduce -0.7% 155,577 $36.0M
Creative Planning 0.04% Add +5.7% 153,703 $35.6M
Comerica Bank 0.15% Reduce -2.7% 152,721 $35.4M
Williams Jones Wealth Management, LLC. 0.43% Reduce -0.6% 151,322 $35.0M
Federation des caisses Desjardins du Quebec 0.18% Reduce -9.3% 148,529 $34.4M
Artemis Investment Management LLP 0.46% Reduce -2.8% 147,766 $34.2M
Captrust Financial Advisors 0.11% Reduce -0.9% 144,762 $33.5M
Prana Capital Management, LP 1.58% Reduce -9.0% 143,735 $33.3M
Marex Group Ltd 0.89% New 143,079 $33.1M
Quadrature Capital Ltd 0.55% New 142,484 $33.0M
Douglass Winthrop Advisors, LLC 0.66% Reduce -3.3% 140,328 $32.5M
Daiwa Securities Group Inc. 0.18% Add +3.3% 140,315 $32.5M
Cullen/Frost Bankers, Inc. 0.47% Reduce -4.2% 140,079 $32.4M
Advisors Asset Management, Inc. 0.63% Reduce -3.9% 139,276 $32.2M
Country Trust Bank 0.81% Reduce -1.8% 139,255 $32.2M
Jennison Associates LLC 0.02% Add +228.9% 138,796 $32.1M
Huntington National Bank 0.33% Reduce -5.2% 138,652 $32.1M
Bradley Foster & Sargent Inc. 0.58% Add +3.9% 138,359 $32.0M
Mariner, LLC 0.06% Add +4.3% 137,015 $31.7M
Voloridge Investment Management, LLC 0.12% Add +66.4% 136,655 $31.6M
Regions Financial Corp. 0.24% Reduce -5.2% 134,846 $31.2M
Cetera Investment Advisers 0.07% Reduce -18.8% 133,806 $31.0M
Varma Mutual Pension Insurance Co 0.25% Reduce -9.3% 132,435 $30.7M
Commerce Bank 0.20% Reduce -0.2% 131,601 $30.5M
Pinebridge Investments, L.P. 0.25% Add +342.3% 131,327 $30.4M
Schaper Benz & Wise Investment Counsel Inc. 2.61% Reduce -2.5% 130,054 $30.1M
DNB Asset Management AS 0.14% Add +0.2% 129,903 $30.1M
Allworth Financial LP 0.19% Add +1728.0% 124,088 $30.1M
Edgar Lomax Co. 1.92% Reduce -1.8% 127,730 $29.6M
Mill Capital Management, LLC 2.44% Add +0.2% 127,619 $29.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.19% Reduce -0.6% 124,817 $28.9M
Greatmark Investment Partners, Inc. 4.21% Reduce -1.3% 124,673 $28.9M
Destination Wealth Management 0.94% Reduce -6.3% 123,289 $28.5M
Cerity Partners LLC 0.08% Reduce -13.6% 121,730 $28.2M
IFM Investors Pty Ltd 0.28% Reduce -1.0% 120,991 $28.0M
USS Investment Management Ltd 0.22% Reduce -4.2% 120,417 $27.9M
APG Asset Management N.V. 0.05% Reduce -25.9% 128,688 $27.8M
Chilton Capital Management LLC 1.25% Add +2.1% 119,807 $27.7M
Mediolanum International Funds Ltd 0.45% Reduce -10.9% 129,739 $27.7M
Maple Capital Management, Inc. 2.23% Add +2.7% 118,665 $27.5M
Smith Group Asset Management, LLC 2.44% Add +4.4% 118,553 $27.5M
Twin Tree Management, LP 0.80% Reduce -29.1% 118,212 $27.4M
Amalgamated Bank 0.23% Reduce -3.1% 117,675 $27.2M
Sanctuary Advisors, LLC 0.20% — 115,293 $27.2M
Foster Dykema Cabot & Partners, LLC 2.41% Reduce -0.8% 116,295 $26.9M
Clifford Swan Investment Counsel LLC 1.00% Reduce -1.4% 115,911 $26.8M
Pathstone Holdings, LLC 0.12% Reduce -2.5% 112,975 $26.2M
Dana Investment Advisors, Inc. 0.87% Reduce -5.6% 110,871 $25.7M
Freedom Together Foundation 2.75% Reduce -17.2% 110,851 $25.7M
Capital Investment Advisors, LLC 0.58% Add +3.7% 110,726 $25.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +58.0% 110,339 $25.5M
Factory Mutual Insurance Co. 0.29% Reduce -1.6% 110,300 $25.5M
Thomasville National Bank 2.03% Add +0.8% 109,446 $25.3M
AQR Capital Management 0.04% Add +31.1% 109,198 $25.3M
Braun Stacey Associates Inc. 0.98% Reduce -1.5% 108,725 $25.2M
Czech National Bank 0.29% Add +7.6% 108,286 $25.1M
Paralel Advisors LLC 1.16% No change 105,000 $24.3M
Tweedy, Browne Co LLC 1.11% Reduce -4.7% 104,088 $24.1M
Danica Pension, Livsforsikringsaktieselskab 0.49% Reduce -8.8% 103,539 $24.0M
United Capital Financial Advisors, LLC 0.20% Reduce -19.1% 102,031 $23.6M
UniSuper Management Pty Ltd 0.20% Add +16.9% 101,849 $23.6M
Steward Partners Investment Advisory, LLC 0.25% Add +4.8% 101,395 $23.5M
CIBC Asset Management Inc 0.08% Reduce -5.5% 101,252 $23.4M
Quilter Plc 0.53% Reduce -3.8% 101,131 $23.4M
Bartlett & Co. Wealth Management LLC 0.35% Reduce -1.9% 100,935 $23.4M
AMF Tjanstepension AB 0.17% Reduce -72.7% 100,833 $23.4M
Franklin Street Advisors Inc. 1.67% Reduce -17.8% 100,787 $23.3M
Xponance LLC 0.24% Add +0.7% 100,194 $23.2M
Noesis Capital Mangement Corp. 5.11% Add +0.1% 99,503 $23.0M
Cresset Asset Management, LLC 0.10% Add +18.2% 98,506 $22.8M
Henshaw Capital LLC 1.03% No change 98,305 $22.8M
Investment House LLC 1.30% Add +1.4% 98,101 $22.7M
Crossmark Global Holdings, Inc. 0.44% Add +36.5% 98,067 $22.7M
Bragg Financial Advisors, Inc 1.01% Reduce -3.7% 97,333 $22.5M
Andra AP-fonden 0.37% Add +89.3% 96,248 $22.3M
Vest Financial, LLC 0.53% Add +18.5% 96,207 $22.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.25% — 94,663 $21.9M
Chesley Taft & Associates LLC 1.10% Reduce -0.2% 94,346 $21.8M
Utah Retirement Systems 0.26% Reduce -7.1% 93,522 $21.7M
Tiaa Trust, National Association 0.07% Add +159.0% 93,479 $21.6M
United Services Automobile Association 0.55% Reduce -1.3% 93,358 $21.6M
Welch & Forbes LLC 0.28% Add +0.4% 89,384 $21.2M
Kestra Advisory Services, LLC 0.12% Add +53.4% 90,810 $21.0M
Cambridge Investment Research Advisors, Inc. 0.08% Add +1.7% 89,672 $20.8M
Fiduciary Trust Co 0.31% Reduce -2.3% 88,846 $20.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 88,299 $20.4M
Citizens Financial Group Inc. 0.45% Add +4.2% 87,648 $20.3M
New York Life Investment Management LLC 0.20% Add +0.1% 87,313 $20.2M
Orion Porfolio Solutions, LLC 0.21% Reduce -10.3% 85,741 $19.9M
Orion Portfolio Solutions, LLC 0.21% Reduce -10.3% 85,741 $19.9M
Cobblestone Capital Advisors LLC 1.22% Reduce -13.0% 85,500 $19.8M
Millennium Management 0.02% Reduce -89.8% 84,848 $19.6M
Beacon Pointe Advisors, LLC 0.23% Add +2.1% 84,161 $19.5M
Swiss Life Asset Management Ltd 0.23% Add +13.3% 83,914 $19.4M
LVM Capital Management Ltd. 2.21% Reduce -0.2% 83,787 $19.4M
Rheos Capital Works Inc. 1.00% Reduce -55.2% 82,700 $19.1M
NorthCrest Asset Manangement, LLC 0.63% Reduce -19.1% 82,032 $19.0M
HM Payson & Co. 0.34% Reduce -1.9% 81,844 $19.0M
Baxter Bros Inc. 2.46% Reduce -0.2% 81,125 $18.8M
Founders Capital Management, LLC 3.37% Reduce -0.3% 80,218 $18.6M
Yousif Capital Management, LLC 0.21% Reduce -3.2% 80,031 $18.5M
Abner Herrman & Brock LLC 2.30% Reduce -2.3% 78,525 $18.2M
TD Waterhouse Canada Inc. 0.16% Add +32.3% 77,339 $18.1M
CANADA LIFE ASSURANCE Co 0.03% Add +0.1% 78,201 $18.1M
MML Investors Services, LLC 0.07% Reduce -20.4% 77,301 $17.9M
Penserra Capital Management LLC 0.23% Reduce -20.4% 77,201 $17.9M
Brookstone Capital Management 0.30% Add +15.4% 71,181 $17.8M
Eastern Bank 0.72% Add +132.6% 76,789 $17.8M
QRG Capital Management, Inc. 0.21% Add +8.1% 75,567 $17.5M
B. Metzler seel. Sohn & Co. AG 0.17% Add +5.4% 75,563 $17.5M
Mesirow Financial Investment Management, Inc. 0.39% Add +2.7% 74,742 $17.3M
Point72 Asset Management 0.06% New 74,742 $17.3M
Lone Peak Global Investors LLC 3.72% Reduce -17.3% 73,832 $17.1M
Marco Investment Management LLC 1.56% Reduce -1.2% 73,264 $17.0M
Prudential PLC 0.12% Add +5.7% 73,256 $17.0M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -56.1% 74,252 $17.0M
Natixis 0.11% Add +133.3% 72,978 $16.9M
Ethic Inc. 0.40% Add +5.2% 72,958 $16.9M
Allen Mooney & Barnes Investment Advisors LLC 3.02% Add +1.0% 72,851 $16.9M
Worldquant Millennium Advisors LLC 0.15% Reduce -64.3% 72,690 $16.8M
Hancock Whitney Corp. 0.57% Add +8.3% 72,571 $16.8M
Exchange Traded Concepts, LLC 0.43% Add +89.8% 72,360 $16.8M
Mutual of America Capital Management LLC 0.18% Reduce -4.4% 71,662 $16.6M
Banco Santander, S.A. 0.20% Reduce -0.4% 71,204 $16.5M
Drexel Morgan & Co. 3.52% No change 70,918 $16.4M
Gradient Investments LLC 0.37% Reduce -4.5% 70,819 $16.4M
Nissay Asset Management Corp. /Japan 0.11% Add +2.4% 69,906 $16.2M
Whittier Trust Co. 0.23% Reduce -2.9% 69,876 $16.2M
Galvin, Gaustad & Stein, LLC 1.52% Add +19.9% 69,572 $16.1M
Parthenon LLC 2.02% Reduce -1.2% 68,740 $15.9M
Equitable Trust Co. 1.09% Reduce -39.2% 68,531 $15.9M
State of Alaska, Department of Revenue 0.18% Reduce -2.7% 68,521 $15.9M
Abn Amro Investment Solutions 0.29% Reduce -10.9% 68,391 $15.8M
Castleark Management LLC 0.64% No change 67,975 $15.7M
Willis Investment Counsel 1.08% Add +0.1% 67,483 $15.6M
Payden & Rygel Investment Group 1.25% Add +3.1% 67,000 $15.5M
Payden & Rygel 1.25% Add +3.1% 67,000 $15.5M
Private Management Group Inc. 0.59% Reduce -0.4% 66,762 $15.5M
PGGM Investments 0.22% Add +22.2% 66,542 $15.4M
Connors Investor Services Inc. 1.60% Add +57.1% 66,447 $15.4M
Hamilton Point Investment Advisors, LLC 2.97% Add +1.2% 66,132 $15.3M
Wesleyan Assurance Society 1.32% No change 65,900 $15.3M
Eagle Global Advisors LLC 0.81% Reduce -0.5% 65,896 $15.3M
MAI Capital Management 0.15% Reduce -1.3% 65,190 $15.1M
Cullinan Associates Inc. 0.85% Reduce -3.8% 65,062 $15.1M
Torray Investment Partners LLC 2.25% No change 65,025 $15.1M
GM Advisory Group, LLC 0.96% Reduce -1.6% 64,440 $14.9M
Shayne & Jacobs, LLC 4.13% No change 64,302 $14.9M
NewEdge Advisors, LLC 0.11% Add +4.1% 64,023 $14.8M
Optiver Holding B.V. 0.28% New 63,800 $14.8M
Assetmark, Inc. 0.04% Add +2.1% 62,845 $14.6M
Vanguard Personalized Indexing Management, LLC 0.28% Add +4.3% 62,734 $14.5M
Sprucegrove Investment Management Ltd. 0.75% Add +1.5% 62,497 $14.5M
O'shaughnessy Asset Management, LLC 0.15% Add +14.7% 62,320 $14.4M
Anchor Capital Advisors LLC 0.41% Add +18.6% 62,277 $14.4M
LBP Am SA 0.59% Reduce -9.0% 61,934 $14.3M
Choate Investment Advisors 0.37% Reduce -0.8% 60,572 $14.0M
Silvercrest Asset Management Group LLC 0.09% Reduce -3.3% 59,661 $13.8M
Wealthfront Advisers LLC 0.05% Add +1.3% 59,625 $13.8M
Van Lanschot Kempen Investment Management N.V. 0.15% Reduce -14.9% 59,391 $13.8M
Matthew Goff Investment Advisor, LLC 2.80% Reduce -0.6% 59,256 $13.7M
Holowesko Partners Ltd. 7.72% Reduce -20.2% 59,200 $13.7M
Mackenzie Financial Corp. 0.02% Reduce -1.8% 59,022 $13.7M
Rice Partnership, LLC 2.96% Add +2.2% 58,795 $13.6M
Knights of Columbus Asset Advisors LLC 0.89% Add +1.0% 58,632 $13.6M
GHP Investment Advisors, Inc. 0.67% Reduce -1.3% 57,888 $13.4M
Ofi Invest Asset Management 0.36% Reduce -0.8% 61,975 $13.4M
Peapack Gladstone Financial Corp. 0.21% Reduce -0.6% 57,800 $13.4M
Tocqueville Asset Management L.P. 0.22% Reduce -0.3% 57,002 $13.2M
Northwest & Ethical Investments L.P. 0.38% Reduce -1.5% 56,948 $13.2M
Carret Asset Management, LLC 1.54% Reduce -1.0% 56,919 $13.2M
GDS Wealth Management 1.44% Add +8.1% 56,778 $13.1M
HB Wealth Management, LLC 0.15% Add +1.2% 56,148 $13.0M
Diversified Trust Co. 0.37% Reduce -9.4% 56,004 $13.0M
Capital Fund Management S.A. 0.15% New 55,911 $12.9M
Perigon Wealth Management, LLC 0.38% Add +2.2% 55,885 $12.9M
Nomura Holdings Inc. 0.08% Reduce -76.0% 55,622 $12.9M
Private Advisor Group, LLC 0.09% Add +1.7% 55,316 $12.8M
Narwhal Capital Management 1.20% Reduce -7.1% 54,994 $12.7M
Marsico Capital Management LLC 0.38% No change 54,925 $12.7M
Schonfeld Strategic Advisors LLC 0.10% Add +44.2% 54,528 $12.6M
Stansberry Asset Management, LLC 1.75% Add +41.6% 54,315 $12.6M
Prime Capital Investment Advisors, LLC 0.19% Reduce -10.4% 54,079 $12.5M
Redwood Grove Capital, LLC 3.88% Add +5.7% 53,529 $12.4M
DAVENPORT & Co LLC 0.08% Reduce -9.8% 53,154 $12.3M
Calamos Wealth Management LLC 0.67% Add +2.5% 53,118 $12.3M
Cubist Systematic Strategies, LLC 0.21% Add +595.1% 52,992 $12.3M
Intech Investment Management LLC 0.15% Add +156.2% 52,957 $12.3M
Chemistry Wealth Management LLC 3.11% Add +3.0% 52,075 $12.1M
Griffin Asset Management, Inc. 1.39% Reduce -9.2% 51,908 $12.0M
Sandy Spring Bank 0.53% Reduce -1.3% 51,902 $12.0M
Argent Trust Co 0.53% Reduce -2.9% 51,895 $12.0M
Eagle Rock Investment Company, LLC 2.17% Reduce -0.6% 51,767 $12.0M
Elo Mutual Pension Insurance Co 0.27% Reduce -5.2% 50,523 $11.7M
Perennial Advisors, LLC 2.62% Reduce -0.5% 50,419 $11.7M
2Xideas AG 1.42% Reduce -8.4% 49,285 $11.4M
Laffer Tengler Investments, Inc. 2.97% Add +15.2% 49,198 $11.4M
Searle & Co. 2.65% Add +18.2% 48,894 $11.3M
Sky Investment Group LLC 2.21% Reduce -2.4% 48,872 $11.3M
Stanley Capital Management, LLC 2.31% No change 48,830 $11.3M
Hi-Line Capital Management, LLC 4.75% Reduce -5.0% 48,802 $11.3M
Oregon Public Employees Retirement Fund 0.22% Reduce -0.3% 48,793 $11.3M
Oppenheimer & Co. Inc. 0.18% Reduce -4.1% 48,784 $11.3M
Klingenstein Fields & Co. LP 0.47% Reduce -50.3% 48,512 $11.2M
Atria Investments, Inc 0.14% Reduce -9.0% 47,605 $11.0M
Daiichi Life Insurance Co., Ltd. 0.27% Reduce -18.4% 47,464 $11.0M
Van Eck Associates Corp. 0.02% Reduce -3.9% 47,333 $11.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.25% Reduce -2.5% 47,246 $10.9M
Foyston, Gordon & Payne Inc 2.69% Reduce -21.6% 47,135 $10.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -10.7% 47,063 $10.9M
Gulf International Bank (UK) Ltd 0.27% Reduce -5.3% 46,933 $10.9M
Neville Rodie & Shaw Inc. 0.82% Reduce -0.4% 46,772 $10.8M
Clearstead Advisors, LLC 0.18% Add +56.7% 46,322 $10.7M
Fishman Jay A Ltd. 1.13% Add +28.7% 46,295 $10.7M
Greystone Financial Group, LLC 2.07% Add +6.0% 45,785 $10.6M
HRT Financial LP 0.06% Reduce -86.7% 45,697 $10.6M
Sienna Gestion 0.93% Reduce -0.7% 45,170 $10.5M
Florida Trust Wealth Management Co 0.36% Add +7.4% 44,910 $10.4M
M. Kulyk & Associates, LLC 2.41% Add +5.0% 44,824 $10.4M
CW Advisors, LLC 0.16% Add +1183.8% 44,651 $10.3M
Fulton Breakefield Broenniman LLC 0.76% Add +2448.1% 44,541 $10.3M
Kintegral Advisory, LLC 0.98% Add +1.5% 44,318 $10.3M
Maryland State Retirement & Pension System 0.19% Reduce -2.8% 44,256 $10.2M
Illinois Municipal Retirement Fund 0.16% Reduce -3.6% 44,175 $10.2M
Atria Wealth Solutions, Inc. 0.11% Reduce -19.7% 43,817 $10.1M
Mizuho Securities USA LLC 0.22% New 43,814 $10.1M
Martin Investment Management, LLC 2.60% Reduce -3.6% 43,793 $10.1M
Nippon Life Global Investors Americas, Inc. 0.44% Add +0.6% 43,070 $10.0M
Meiji Yasuda Asset Management Co Ltd. 0.41% Add +1.3% 43,014 $10.0M
Holocene Advisors, LP 0.04% Reduce -32.6% 43,011 $10.0M
Kentucky Retirement Systems 0.29% Reduce -1.4% 42,821 $9.9M
Polar Capital Holdings Plc 0.06% Reduce -20.0% 42,749 $9.9M
NFC Investments, LLC 2.83% No change 42,617 $9.9M
Van Cleef Asset Management,Inc 1.23% Reduce -1.1% 42,380 $9.8M
Mirova 1.78% Add +2.3% 41,957 $9.7M
Seaview Investment Managers LLC 2.89% Reduce -11.2% 41,472 $9.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.29% Reduce -19.1% 41,384 $9.6M
Buckingham Capital Management, Inc. 1.15% Add +13.2% 41,384 $9.6M
Brown Brothers Harriman & Co. 0.07% Reduce -0.8% 41,019 $9.5M
Radnor Capital Management, LLC 2.89% Add +3.1% 40,874 $9.5M
WoodTrust Financial Corp 1.47% Reduce -1.1% 40,796 $9.4M
Pacer Advisors, Inc. 0.02% Add +4.5% 40,554 $9.4M
Acadian Asset Management LLC 0.03% Add +403.6% 40,492 $9.4M
MBB Public Markets I LLC 0.19% New 40,388 $9.4M
Ironwood Investment Counsel, LLC 1.67% Reduce -1.5% 40,300 $9.3M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Reduce -4.7% 40,086 $9.3M
Bessemer Group Inc. 0.02% Add +1.5% 40,071 $9.3M
Waverly Advisors, LLC 0.18% Add +21.7% 39,957 $9.3M
Shelter Mutual Insurance Co 2.40% No change 39,885 $9.2M
Sheaff Brock Investment Advisors, LLC 0.86% Reduce -41.0% 39,884 $9.2M
Family Capital Trust Co 3.01% Reduce -4.3% 39,793 $9.2M
Kestra Private Wealth Services, LLC 0.18% Add +1.8% 39,749 $9.2M
Silicon Valley Capital Partners 1.27% Add +7.2% 39,737 $9.2M
Jacobs & Co. 0.96% Reduce -1.9% 39,705 $9.2M
ING Groep NV 0.05% Reduce -3.2% 39,685 $9.2M
Independent Advisor Alliance 0.31% Add +13.4% 39,370 $9.1M
Highland Capital Management, LLC 0.53% Add +11.3% 39,088 $9.1M
Bradley & Co. Private Wealth Management, LLC 6.62% Reduce -3.5% 38,681 $9.0M
Tower Research Capital LLC (TRC) 0.15% Reduce -40.9% 38,544 $8.9M
Strategic Wealth Investment Group, LLC 1.13% — 38,155 $8.9M
Seizert Capital Partners, LLC 0.44% Reduce -34.1% 38,471 $8.9M
NatWest Group plc 3.04% Add +58.2% 38,410 $8.9M
Chemung Canal Trust Co. 1.72% Reduce -8.8% 38,299 $8.9M
Whittier Trust Co. of Nevada Inc. 0.24% Add +0.5% 38,037 $8.8M
Orange Investment Advisors, Inc. 1.14% Reduce -9.1% 46,537 $8.8M
Boston Common Asset Management, LLC 0.22% Reduce -30.2% 37,738 $8.7M
Norman Fields, Gottscho Capital Management, LLC 3.02% Add +1.5% 36,168 $8.6M
Savant Capital, LLC 0.09% Reduce -1.3% 37,205 $8.6M
Headinvest, LLC 1.68% Reduce -2.0% 36,946 $8.6M
Hartford Investment Management Co. 0.29% Reduce -1.4% 36,455 $8.4M
Bell Asset Management Ltd 1.18% Reduce -12.3% 36,441 $8.4M
Girard Partners LTD. 0.80% Reduce -1.7% 36,391 $8.4M
Guggenheim Capital LLC 0.06% Add +15.4% 36,192 $8.4M
NWF Advisory Services Inc. 1.32% Add +0.3% 35,804 $8.3M
Banyan Capital Management, Inc. 5.01% Reduce -24.7% 35,796 $8.3M
Amica Mutual Insurance Co. 0.82% Reduce -17.0% 35,779 $8.3M
Vontobel Holding Ltd. 0.03% Reduce -39.6% 35,631 $8.3M
Winslow Asset Management Inc. 1.61% Reduce -3.0% 35,275 $8.2M
D.A. Davidson & Co. 0.07% Add +4.0% 35,002 $8.1M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -91.9% 35,000 $8.1M
Dorsey & Whitney Trust CO LLC 0.56% Reduce -6.9% 34,991 $8.1M
Thompson Siegel & Walmsley LLC 0.13% Reduce -0.0% 34,800 $8.1M
Lido Advisors, LLC 0.07% Reduce -50.7% 34,761 $8.0M
SP Asset Management LLC 0.73% Add +0.3% 34,567 $8.0M
Asset Dedication, LLC 0.55% Reduce -0.5% 34,514 $8.0M
Meyer Handelman Co. 0.28% No change 34,500 $8.0M
Rodgers Brothers Inc. 1.07% Reduce -0.3% 34,237 $7.9M
Unison Asset Management LLC 3.99% Add +0.7% 34,057 $7.9M
Pacific Global Investment Management Co. 1.48% Add +0.7% 33,698 $7.8M
Prio Wealth Limited Partnership 0.23% Add +2.2% 33,620 $7.8M
Lorne Steinberg Wealth Management Inc. 2.49% Reduce -0.3% 33,436 $7.7M
AMG National Trust Bank 0.21% Add +27.7% 33,307 $7.7M
Stokes Capital Advisors, LLC 2.14% Add +8.5% 33,203 $7.7M
KMG Fiduciary Partners, LLC 0.75% Reduce -3.3% 33,029 $7.6M
CENTRAL TRUST Co 0.19% Reduce -12.0% 32,944 $7.6M
Stratos Investment Management, LLC 0.63% Add +25.4% 32,787 $7.6M
Securian Asset Management, Inc. 0.22% Reduce -3.0% 32,674 $7.6M
1ST Source Bank 0.44% Reduce -1.5% 32,667 $7.6M
St Germain D J Co. Inc. 0.36% Reduce -2.2% 32,483 $7.5M
Buckingham Strategic Wealth, LLC 0.08% Add +2.0% 32,415 $7.5M
Stratos Wealth Partners, LTD. 0.12% Add +7.4% 32,405 $7.5M
Louisiana State Employees Retirement System 0.14% Reduce -3.6% 32,100 $7.4M
LB Partners LLC 6.17% No change 32,000 $7.4M
Letson Investment Management, Inc. 3.26% No change 31,847 $7.4M
Guardian Capital Advisors LP 0.78% Reduce -6.9% 30,822 $7.4M
Cornerstone Advisors, LLC 0.30% Reduce -8.1% 31,800 $7.4M
HighPoint Advisor Group LLC 0.44% Add +0.7% 29,057 $7.3M
FORA Capital, LLC 0.89% New 31,639 $7.3M
Legacy Trust 1.82% Reduce -3.1% 31,623 $7.3M
NJ State Employees Deferred Compensation Plan 0.91% No change 31,600 $7.3M
Banque Cantonale Vaudoise 0.29% Reduce -11.5% 31,580 $7.3M
Westend Capital Management, LLC 2.57% Add +41.2% 31,267 $7.3M
Point72 (DIFC) Ltd 0.65% New 31,441 $7.3M
Ceera Investments, LLC 3.08% Reduce -0.7% 31,433 $7.3M
Wellington Shields Capital Management, LLC 1.32% Reduce -1.3% 31,327 $7.3M
Atlantic Union Bankshares Corp 0.44% Reduce -4.7% 30,342 $7.0M
DCM Advisors, LLC 3.71% Reduce -12.6% 30,329 $7.0M
Pavion Blue Capital, LLC 3.45% Reduce -1.4% 30,300 $7.0M
Norinchukin Bank, The 0.20% Reduce -1.9% 30,260 $7.0M
Heritage Trust Co 0.91% Reduce -2.1% 29,946 $6.9M
Mirabaud Asset Management Ltd 3.16% Add +25.4% 29,661 $6.9M
Quantinno Capital Management LP 0.12% Add +14.5% 29,622 $6.9M
Fiera Capital Corp 0.02% New 29,561 $6.8M
Warther Private Wealth, LLC 2.67% Reduce -0.0% 29,437 $6.8M
New Mexico Educational Retirement Board 0.23% No change 28,963 $6.7M
Agf Management Ltd. 0.04% Add +3.4% 28,822 $6.7M
Bouvel Investment Partners, LLC 2.58% Reduce -0.4% 28,765 $6.7M
Lombard Odier Asset Management (Europe) Ltd 0.45% Add +0.1% 28,730 $6.7M
Abacus FCF Advisors LLC 1.65% Add +1.5% 28,709 $6.6M
Balyasny Asset Management L.P. 0.02% Add +254.6% 28,606 $6.6M
F/m Investments LLC 0.24% New 28,457 $6.6M
Boyd Watterson Asset Management LLC 1.90% Reduce -0.3% 28,424 $6.6M
Wedbush Securities Inc. 0.23% Reduce -8.6% 28,308 $6.6M
Hendershot Investments Inc. 0.94% Reduce -1.0% 28,272 $6.5M
Bensler, LLC 0.88% Add +5.8% 28,121 $6.5M
Tidal Investments LLC 0.09% Reduce -3.9% 28,069 $6.5M
Ieq Capital, LLC 0.09% Add +13.3% 27,929 $6.5M
Realta Investment Advisors 1.26% Reduce -0.2% 27,825 $6.4M
Avitas Wealth Management LLC 0.94% Add +0.3% 27,682 $6.4M
Metis Global Partners, LLC 0.22% Reduce -0.4% 27,556 $6.4M
JTC Employer Solutions Trustee Ltd 0.43% No change 27,500 $6.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.64% Reduce -9.0% 27,334 $6.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.64% Reduce -0.7% 27,190 $6.3M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 27,000 $6.3M
Cary Street Partners Investment Advisory LLC 0.25% Reduce -1.8% 26,717 $6.2M
OneDigital Investment Advisors LLC 0.08% Add +16.7% 26,631 $6.2M
Benjamin F. Edwards & Company, Inc. 0.11% Add +0.6% 26,607 $6.2M
First Interstate Bank 0.41% Reduce -2.5% 26,363 $6.1M
Coastline Trust Co 0.71% Add +3.2% 26,222 $6.1M
Foster Group, Inc. 0.24% Add +0.1% 25,883 $6.0M
Rwa Wealth Partners, LLC 0.08% Add +0.8% 25,823 $6.0M
Reliant Investment Management, LLC 2.81% Add +0.3% 25,807 $6.0M
Taurus Asset Management, LLC 0.61% Reduce -60.7% 25,798 $6.0M
Arcadia Investment Management Corp. 1.02% Reduce -1.1% 25,690 $5.9M
Adalta Capital Management LLC 3.22% Reduce -0.0% 25,605 $5.9M
Roundview Capital LLC 0.47% Reduce -1.2% 25,585 $5.9M
Advisory Services Network, LLC 0.12% Reduce -6.2% 25,584 $5.9M
Siemens Fonds Invest GmbH 0.44% Add +0.3% 25,513 $5.9M
SpiderRock Advisors, LLC 0.16% Add +4.0% 25,507 $5.9M
Riggs Asset Managment Co. Inc. 1.76% Add +82.3% 25,467 $5.9M
Assenagon Asset Management S.A. 0.01% Reduce -3.8% 25,318 $5.9M
Chatham Capital Group, Inc. 1.02% Add +2.0% 25,301 $5.9M
Bokf, NA 0.10% Reduce -1.8% 25,204 $5.8M
Long Corridor Asset Management Ltd 7.11% Reduce -16.7% 25,000 $5.8M
Bleichroeder LP 1.72% No change 25,000 $5.8M
L & S Advisors Inc 0.74% Add +97.9% 24,891 $5.8M
Silvant Capital Management LLC 0.26% Reduce -0.8% 24,879 $5.8M
Venture Visionary Partners LLC 0.27% Add +2.6% 24,831 $5.8M
Morningstar Investment Services LLC 0.06% Reduce -0.4% 24,977 $5.7M
E. Ohman J:or Asset Management AB 0.14% Add +4.2% 24,600 $5.7M
Kingfisher Capital LLC 1.34% Reduce -1.0% 24,582 $5.7M
Concentric Wealth Management, LLC 1.47% Add +0.4% 24,364 $5.6M
Laird Norton Wetherby Wealth Management, LLC 0.26% Reduce -3.5% 24,055 $5.6M
Rakuten Investment Management, Inc. 0.04% Add +57.0% 24,302 $5.6M
Point72 Asia (Singapore) Pte. Ltd. 1.16% Add +327.1% 23,961 $5.5M
Community Financial Services Group, LLC 1.19% Add +5.6% 23,771 $5.5M
Wisconsin Capital Management LLC 2.79% Add +2.1% 23,757 $5.5M
SteelPeak Wealth, LLC 0.26% Reduce -0.9% 23,677 $5.5M
Arjuna Capital 1.46% Add +18.4% 23,392 $5.4M
GYL Financial Synergies, LLC 0.42% Add +0.0% 23,365 $5.4M
Erste Asset Management GmbH 0.07% Reduce -21.1% 23,639 $5.4M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +0.1% 23,328 $5.4M
Bremer Bank National Association 1.05% Reduce -4.2% 23,221 $5.4M
Freestone Capital Holdings, LLC 0.19% Add +0.7% 23,211 $5.4M
RBF Capital, LLC 0.31% No change 23,000 $5.3M
Trust Co. of Vermont 0.29% Reduce -0.7% 22,894 $5.3M
Hutner Capital Management Inc. 2.89% No change 22,777 $5.3M
Townsquare Capital LLC 0.07% Add +6.1% 22,753 $5.3M
Raymond James Trust N.A. 0.12% Reduce -7.3% 22,732 $5.3M
Synovus Financial Corp. 0.07% Reduce -0.4% 22,635 $5.2M
Avantax Advisory Services, Inc. 0.04% Add +45.9% 22,618 $5.2M
Sandhill Capital Partners LLC 0.40% Reduce -3.1% 22,482 $5.2M
Grassi Investment Management 0.46% Reduce -2.2% 22,460 $5.2M
Plato Investment Management Ltd 0.48% Add +2.7% 22,396 $5.2M
Central Pacific Bank - Trust Division 0.65% Reduce -4.3% 22,375 $5.2M
CHICAGO TRUST Co NA 1.05% Add +3.8% 22,304 $5.2M
Family Manage LLC 0.91% Add +0.0% 22,175 $5.1M
Naples Global Advisors, LLC 0.51% Reduce -0.2% 22,149 $5.1M
Benson Investment Management Company, Inc. 2.10% Reduce -0.5% 21,946 $5.1M
Salvus Wealth Management, LLC 3.48% Add +4.7% 21,889 $5.1M
Trinity Legacy Partners, LLC 1.44% Add +0.7% 21,839 $5.1M
OMERS ADMINISTRATION Corp 0.05% New 21,839 $5.1M
EP Wealth Advisors, LLC 0.05% Reduce -0.8% 21,682 $5.0M
Fiduciary Group, LLC 0.54% Add +0.2% 21,558 $5.0M
L1 Capital International Pty Ltd 1.99% New 21,292 $5.0M
Greenleaf Trust 0.05% Add +0.7% 21,355 $4.9M
Interval Partners, LP 0.14% New 21,294 $4.9M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.9% 21,261 $4.9M
Birmingham Capital Management Co. Inc. 1.91% Reduce -5.9% 21,160 $4.9M
Fort Sheridan Advisors LLC 0.79% Add +57.2% 21,157 $4.9M
Chapman Investment Management, LLC 3.72% Reduce -3.6% 21,141 $4.9M
Cwm, LLC 0.02% Add +1.1% 21,126 $4.9M
Kathleen S. Wright Associates Inc. 2.24% No change 20,427 $4.9M
Bfsg, LLC 0.62% Reduce -0.5% 20,996 $4.9M
Montag A & Associates Inc. 0.25% Reduce -0.1% 20,943 $4.8M
First Trust Direct Indexing L.P. 0.30% Add +11.0% 20,924 $4.8M
UMB Bank, n.a. 0.08% Reduce -52.7% 20,793 $4.8M
Northstar Group, Inc. 0.95% Reduce -0.4% 20,755 $4.8M
Capital Markets Trading UK LLP 3.53% Reduce -8.0% 20,747 $4.8M
Stephens Inc. 0.07% Add +0.5% 20,668 $4.8M
NWK Group, Inc. 2.00% New 20,575 $4.8M
Kingsview Wealth Management, LLC 0.11% Add +6.9% 20,496 $4.7M
NBT Bank, N.A. 0.34% Add +4.2% 20,490 $4.7M
LaFleur & Godfrey LLC 0.69% Reduce -1.6% 20,439 $4.7M
LGT Group Foundation 0.07% Add +3.0% 20,243 $4.7M
Gilman Hill Asset Management, LLC 0.85% Add +0.8% 20,232 $4.7M
Cullen Capital Management, LLC 0.05% Add +0.2% 20,128 $4.7M
Generali Powszechne Towarzystwo Emerytalne 1.62% No change 20,118 $4.7M
Empirical Finance, LLC 0.29% Reduce -8.1% 20,097 $4.7M
Auto-Owners Insurance Co 0.12% No change 19,950 $4.6M
Two Sigma Investments, LP 0.01% Reduce -81.3% 19,790 $4.6M
Gunderson Capital Management LLC 1.96% Add +5.0% 19,740 $4.6M
NEOS Investment Management LLC 0.19% Add +43.8% 19,621 $4.5M
BDF-Gestion 0.43% — 19,515 $4.5M
CSM Advisors, LLC 0.32% No change 19,505 $4.5M
Insight Wealth Strategies, LLC 0.64% Add +2.1% 19,447 $4.5M
Modera Wealth Management, LLC 0.07% Reduce -0.4% 19,318 $4.5M
Snowden Capital Advisors LLC 0.13% Reduce -6.6% 19,254 $4.5M
Morton Community Bank 1.24% Reduce -0.3% 19,015 $4.4M
Oliver Luxxe Assets LLC 0.93% Reduce -1.4% 18,893 $4.4M
Centiva Capital, LP 0.21% Add +221.2% 18,874 $4.4M
Sumitomo Life Insurance Co. 0.10% Reduce -3.2% 18,870 $4.4M
Ossiam 0.08% Add +39.7% 18,827 $4.4M
Caprock Group, LLC 0.18% Add +39.4% 18,691 $4.3M
Courier Capital LLC 0.34% Reduce -1.1% 18,640 $4.3M
Praxis Investment Management Inc. 0.30% No change 18,254 $4.3M
Kentucky Retirement Systems Insurance Trust Fund 0.29% Reduce -2.9% 18,328 $4.2M
Quantitative Investment Management, LLC 0.46% New 18,295 $4.2M
Investment Management Corp of Ontario 0.11% Add +22.9% 18,241 $4.2M
Elgethun Capital Management 1.06% Add +0.4% 18,218 $4.2M
Selway Asset Management 1.72% Add +0.4% 18,172 $4.2M
Wright Investors Service Inc. 1.11% Add +1.6% 18,164 $4.2M
Dakota Wealth Management 0.10% Add +0.4% 18,120 $4.2M
Mount Vernon Associates Inc. 3.73% No change 18,091 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -0.3% 18,084 $4.2M
Longbow Finance SA 0.43% Reduce -5.0% 18,076 $4.2M
Pacifica Capital Investments, LLC 1.50% No change 18,020 $4.2M
Commerzbank Aktiengesellschaft 0.14% Add +296.1% 17,914 $4.1M
Callahan Advisors, LLC 0.43% Add +0.0% 17,900 $4.1M
Ballentine Partners, LLC 0.08% Add +4.1% 17,871 $4.1M
Integrated Wealth Concepts LLC 0.06% Add +4.3% 17,858 $4.1M
UNIVEST FINANCIAL Corp 1.15% Reduce -5.5% 17,835 $4.1M
Richard Bernstein Advisors LLC 0.09% No change 17,834 $4.1M
Jag Capital Management, LLC 0.57% Reduce -0.3% 17,826 $4.1M
Park National Corp. 0.15% Reduce -2.5% 17,783 $4.1M
WP Advisors, LLC 1.31% Reduce -1.4% 17,728 $4.1M
Glenview Trust Co 0.08% Reduce -1.4% 17,710 $4.1M
Mathes Company, Inc. 1.50% Add +2.7% 17,670 $4.1M
Haverford Trust Co 0.04% Add +53.5% 17,663 $4.1M
Magellan Asset Management Ltd 0.04% Reduce -0.9% 17,648 $4.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.8% 17,556 $4.1M
NorthRock Partners, LLC 0.15% Reduce -1.3% 17,500 $4.1M
First Hawaiian Bank 0.14% Reduce -25.7% 17,453 $4.0M
Verdence Capital Advisors LLC 0.36% Add +3.0% 17,443 $4.0M
Stone Summit Wealth LLC 1.45% Reduce -1.7% 17,442 $4.0M
JLB & Associates Inc. 0.54% Add +42.2% 17,424 $4.0M
Avior Wealth Management, LLC 0.17% Reduce -7.1% 17,348 $4.0M
NewEdge Wealth, LLC 0.09% Reduce -4.0% 17,215 $4.0M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -17.9% 17,195 $4.0M
Milestone Asset Management, LLC 0.99% Reduce -23.0% 17,149 $4.0M
Condor Capital Management 0.38% Reduce -2.6% 17,096 $4.0M
Bill Few Associates, Inc. 1.51% Reduce -2.9% 16,998 $3.9M
Resonant Capital Advisors, LLC 0.32% Add +0.9% 16,978 $3.9M
Teamwork Financial Advisors, LLC 0.58% Add +25.9% 16,975 $3.9M
Pring Turner Capital Group Inc. 2.74% No change 16,973 $3.9M
&partners 0.17% Add +37.9% 16,922 $3.9M
Shelton Capital Management 0.11% Reduce -2.9% 16,906 $3.9M
Welch Group, LLC 0.19% Add +26.2% 16,842 $3.9M
Hennion & Walsh Asset Management, Inc. 0.20% Reduce -3.6% 16,679 $3.9M
Nemes Rush Group LLC 0.53% Add +0.6% 16,620 $3.8M
Nvwm, LLC 1.01% Reduce -5.1% 16,408 $3.8M
Scotia Capital Inc. 0.02% Add +37.2% 16,403 $3.8M
AustralianSuper Pty Ltd 0.02% Add +59.5% 16,351 $3.8M
Equitable Holdings, Inc. 0.04% Add +17.0% 16,334 $3.8M
Moody LYNN Lieberson & Walker, LLC 0.25% Add +0.7% 16,269 $3.8M
Meiji Yasuda Life Insurance Co 0.08% Reduce -1.3% 16,261 $3.8M
DRW Securities, LLC 0.23% Add +1023.1% 16,296 $3.8M
Hodges Capital Management Inc. 0.25% Reduce -13.6% 16,230 $3.8M
Gardner Russo & Quinn 0.04% Reduce -11.2% 16,075 $3.7M
Brave Asset Management Inc. 0.94% No change 16,009 $3.7M
Caldwell Trust Co 0.41% Add +3.8% 15,991 $3.7M
Park Avenue Securities LLC 0.05% Reduce -5.2% 15,963 $3.7M
Conscious Wealth Investments, LLC 2.65% Reduce -0.1% 14,926 $3.7M
CenterBook Partners LP 0.23% New 15,821 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.37% Reduce -7.9% 15,818 $3.7M
Choreo, LLC 0.06% Add +221.6% 15,575 $3.6M
Meitav Investment House Ltd. 0.06% Reduce -71.6% 15,814 $3.6M
Valeo Financial Advisors, LLC 0.11% Add +1.5% 15,629 $3.6M
Lincoln Capital LLC 0.81% Reduce -0.7% 15,618 $3.6M
Valicenti Advisory Services Inc. 0.97% Reduce -1.0% 15,605 $3.6M
Empire Financial Management Company, LLC 1.19% Reduce -0.2% 15,561 $3.6M
New England Asset Management Inc. 0.62% Reduce -11.9% 15,420 $3.6M
Beese Fulmer Investment Management, Inc. 0.32% Reduce -0.5% 15,373 $3.6M
Goelzer Investment Management, Inc. 0.20% Reduce -2.2% 15,370 $3.6M
Strata Wealth Advisors, LLC 1.22% Reduce -0.5% 15,336 $3.6M
Forvis Mazars Wealth Advisors, LLC 0.09% Add +39.7% 15,328 $3.5M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +2.7% 15,206 $3.5M
Kanawha Capital Management LLC 0.28% Add +4.5% 15,205 $3.5M
Buckhead Capital Management LLC 1.19% Reduce -17.6% 15,198 $3.5M
Diversify Wealth Management, LLC 0.44% — 15,562 $3.5M
Compass Wealth Management LLC 0.86% Reduce -0.4% 15,005 $3.5M
Olstein Capital Management, L.P. 0.62% Reduce -18.9% 15,000 $3.5M
AE Wealth Management LLC 0.03% Add +23.9% 14,979 $3.5M
Schechter Investment Advisors, LLC 0.26% Add +2.3% 14,954 $3.5M
Wynn Capital, LLC 2.54% Add +1.3% 14,858 $3.4M
Bell & Brown Wealth Advisors, LLC 1.31% Reduce -2.6% 14,771 $3.4M
Pettee Investors, Inc. 1.64% Reduce -4.3% 14,706 $3.4M
William Allan Corp 2.28% Reduce -0.7% 14,704 $3.4M
West Oak Capital, LLC 1.37% Add +8.8% 14,662 $3.4M
Kerusso Capital Management LLC 2.45% — 14,547 $3.4M
Benedict Financial Advisors Inc. 0.85% Reduce -0.2% 14,484 $3.4M
Aviance Capital Partners, LLC 0.48% Add +0.3% 14,437 $3.3M
TCTC Holdings, LLC 0.11% Add +0.8% 14,370 $3.3M
Gladstone Institutional Advisory LLC 0.17% Add +36.6% 14,357 $3.3M
Trek Financial, LLC 0.26% Reduce -17.2% 14,336 $3.3M
Cookson Peirce & Co. Inc. 0.16% New 14,275 $3.3M
Signaturefd, LLC 0.07% Add +8.4% 14,264 $3.3M
Canandaigua National Bank & Trust Co. 0.36% Reduce -3.7% 14,249 $3.3M
Evercore Wealth Management, LLC 0.05% Reduce -1.6% 14,248 $3.3M
Lodestone Wealth Management LLC 1.72% Reduce -14.6% 14,124 $3.3M
Townsend & Associates, Inc 0.36% Reduce -2.7% 13,292 $3.3M
Brendel Financial Advisors LLC 2.06% No change 14,021 $3.2M
Empowered Funds, LLC 0.06% Add +12.3% 14,010 $3.2M
Global Wealth Management Investment Advisory, Inc. 0.75% Add +3.7% 13,983 $3.2M
ProVise Management Group, LLC 0.28% Reduce -1.4% 13,970 $3.2M
Intrinsic Value Partners, LLC 3.37% Reduce -2.6% 13,950 $3.2M
SVB Wealth LLC 0.08% Reduce -13.6% 13,933 $3.2M
Chartwell Investment Partners, LLC 0.11% Add +1.8% 13,898 $3.2M
Columbia Asset Management 0.60% Add +2.4% 13,869 $3.2M
Jones Financial Companies LLLP 0.00% Add +178.0% 13,865 $3.2M
SouthState Bank Corp 0.23% Add +1.7% 13,854 $3.2M
Concourse Financial Group Securities, Inc. 0.20% Add +5.6% 13,812 $3.2M
Capital International, Inc. 0.04% New 13,792 $3.2M
Bison Wealth, LLC 0.52% No change 13,946 $3.2M
Webster Bank, N. A. 0.35% Reduce -4.5% 13,661 $3.2M
Tower Bridge Advisors 0.36% No change 13,627 $3.2M
Merit Financial Group, LLC 0.07% Add +12.2% 13,606 $3.2M
BNC Wealth Management, LLC 1.17% Add +12.6% 13,577 $3.1M
Simplicity Wealth,LLC 0.07% Reduce -5.0% 13,509 $3.1M
Grandfield & Dodd, LLC 0.20% Reduce -0.1% 13,471 $3.1M
Jacobi Capital Management LLC 0.27% Add +5.2% 13,358 $3.1M
Herbst Group, LLC 1.87% Add +2.5% 13,281 $3.1M
Smith Salley Wealth Management 0.22% Add +0.1% 13,198 $3.1M
Investment Advisory Services Inc. /TX 1.12% Reduce -4.5% 13,157 $3.0M
Greenfield Savings Bank 1.57% Reduce -0.5% 13,153 $3.0M
Coldstream Capital Management Inc. 0.07% Add +3.0% 13,150 $3.0M
Meeder Advisory Services, Inc. 0.21% Add +39.1% 13,099 $3.0M
Fortis Group Advisors, LLC 0.60% New 13,065 $3.0M
Ostrum Asset Management 0.26% Reduce -4.8% 13,019 $3.0M
Rehmann Capital Advisory Group 0.21% Add +0.0% 12,929 $3.0M
TD Private Client Wealth LLC 0.09% Reduce -21.8% 12,924 $3.0M
Leonteq Securities AG 0.41% Add +14.4% 12,892 $3.0M
Dynamic Advisor Solutions LLC 0.09% Add +0.1% 12,806 $3.0M
Profund Advisors LLC 0.11% Reduce -3.1% 12,779 $3.0M
Kenora Financial, LLC 1.24% Reduce -0.4% 12,764 $3.0M
Ceeto Capital Group, LLC 1.14% Reduce -0.6% 12,725 $2.9M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -0.6% 12,695 $2.9M
Quadrant Capital Group LLC 0.22% Add +2.7% 12,692 $2.9M
Godshalk Welsh Capital Management, Inc. 1.95% Reduce -1.9% 12,613 $2.9M
Foundations Investment Advisors, LLC 0.07% Reduce -5.4% 12,585 $2.9M
Insight Inv LLC 2.52% Reduce -0.8% 12,581 $2.9M
Chicago Capital, LLC 0.09% Add +11.5% 12,579 $2.9M
Principal Securities, Inc. 0.08% Add +7.7% 12,578 $2.9M
Sequoia Financial Advisors, LLC 0.04% Add +3.6% 12,562 $2.9M
Connable Office Inc. 0.31% Reduce -17.1% 12,553 $2.9M
Vinva Investment Management Ltd 0.15% Reduce -5.3% 12,686 $2.9M
Sawyer & Company, Inc 1.15% Reduce -1.4% 12,470 $2.9M
Apollon Wealth Management, LLC 0.09% Reduce -12.0% 12,436 $2.9M
Eads & Heald Wealth Management 1.39% Reduce -5.1% 12,416 $2.9M
Cullen Investment Group, LTD. 0.46% Reduce -2.9% 12,413 $2.9M
Personal Cfo Solutions, LLC 0.44% Add +5.2% 12,349 $2.9M
Ahl Investment Management, Inc. 2.09% Reduce -0.4% 12,331 $2.9M
Insigneo Advisory Services, LLC 0.32% Reduce -10.6% 12,607 $2.8M
Rathbones Group PLC 0.02% Reduce -0.3% 12,146 $2.8M
Bleakley Financial Group, LLC 0.08% Reduce -6.0% 12,112 $2.8M
CreativeOne Wealth, LLC 0.14% Reduce -7.7% 12,093 $2.8M
SOL Capital Management CO 0.33% Reduce -2.6% 12,023 $2.8M
Peoples Financial Services Corp. 1.26% Reduce -5.0% 12,017 $2.8M
Independent Investors Inc. 0.61% No change 12,000 $2.8M
Gotham Asset Management 0.04% Add +5.9% 11,965 $2.8M
Independent Financial Group, LLC 0.11% Add +52.2% 11,811 $2.7M
KCM Investment Advisors LLC 0.10% Reduce -5.9% 11,770 $2.7M
Impax Asset Management Group plc 0.01% Reduce -4.9% 11,768 $2.7M
Constitution Capital LLC 1.44% Add +24.3% 11,750 $2.7M
Brevan Howard Capital Management LP 0.18% Reduce -44.4% 11,736 $2.7M
Mitchell McLeod Pugh & Williams Inc. 0.62% Add +0.2% 11,707 $2.7M
Azimuth Capital Investment Management LLC 0.11% Reduce -4.3% 11,690 $2.7M
Icon Wealth Advisors, LLC 0.24% Add +26.6% 10,664 $2.7M
Trust Co. of Toledo NA 0.39% Add +1.0% 11,636 $2.7M
Valueworks LLC 0.83% Add +0.0% 11,585 $2.7M
Arcus Capital Partners, LLC 1.03% No change 11,583 $2.7M
Bull Street Advisors, LLC 1.29% Reduce -0.8% 11,575 $2.7M
Lindsell Train Ltd 0.06% No change 11,600 $2.7M
Fruth Investment Management 0.73% No change 11,550 $2.7M
Aristotle Capital Management, LLC 0.01% No change 11,530 $2.7M
Boston Family Office LLC 0.19% Reduce -1.3% 11,430 $2.6M
BLB&B Advisors, LLC 0.14% Reduce -0.0% 11,422 $2.6M
Harbor Capital Advisors, Inc. 0.20% Add +0.2% 11,419 $2.6M
QV Investors Inc. 0.25% Add +0.5% 11,370 $2.6M
Private Wealth Partners, LLC 0.20% No change 11,213 $2.6M
Vestcor Inc 0.09% No change 11,208 $2.6M
Fifth Third Wealth Advisors LLC 0.20% Add +119.6% 11,180 $2.6M
Moody National Bank Trust Division 0.20% Add +0.9% 11,141 $2.6M
Stonegate Investment Group, LLC 0.07% Reduce -48.7% 11,112 $2.6M
Wilkins Investment Counsel Inc. 0.38% Add +1.6% 11,082 $2.6M
Sigma Planning Corp 0.08% Add +1.9% 11,060 $2.6M
Frank, Rimerman Advisors LLC 0.18% Add +28986.8% 11,053 $2.6M
Parallel Advisors, LLC 0.07% Add +1.4% 11,031 $2.6M
OPTIMAS CAPITAL Ltd 2.90% No change 12,000 $2.5M
Gifford Fong Associates 0.67% No change 11,000 $2.5M
SageView Advisory Group, LLC 0.16% Add +26.5% 10,962 $2.5M
J. Safra Sarasin Holding AG 0.05% — 10,905 $2.5M
Summit Trail Advisors, LLC 0.07% Reduce -1.6% 10,870 $2.5M
J.W. Cole Advisors, Inc. 0.12% Add +10.6% 10,865 $2.5M
St. Johns Investment Management Company, LLC 1.19% Add +1.0% 10,864 $2.5M
Strategic Wealth Partners, Ltd. 0.26% Reduce -68.3% 10,860 $2.5M
Hartline Investment Corp./ 0.34% New 10,844 $2.5M
Trajan Wealth LLC 0.16% Add +14.7% 10,823 $2.5M
Deane Retirement Strategies, Inc. 1.29% Reduce -2.3% 10,829 $2.5M
Strategic Planning Group, LLC 0.55% Add +8.8% 10,801 $2.5M
First Dallas Securities Inc. 1.09% Reduce -10.2% 10,690 $2.5M
Midwest Professional Planners, LTD. 0.82% Add +20.3% 10,628 $2.5M
Buttonwood Financial Advisors Inc. 1.16% Reduce -3.4% 10,614 $2.5M
Horizon Investments, LLC 0.07% Add +1.5% 10,604 $2.4M
Fulton Bank, N.A. 0.10% Reduce -6.7% 10,512 $2.4M
Arete Wealth Advisors, LLC 0.20% Reduce -1.0% 10,619 $2.4M
Concurrent Investment Advisors, LLC 0.08% Add +16.9% 10,473 $2.4M
Ameritas Advisory Services, LLC 0.09% Add +2.3% 10,465 $2.4M
Great Lakes Retirement, Inc. 0.33% Add +10.5% 10,449 $2.4M
Badgley Phelps Wealth Managers, LLC 0.06% Add +0.2% 10,435 $2.4M
Prosperity Consulting Group, LLC 0.33% Add +0.7% 10,402 $2.4M
FOCUS Wealth Advisors, LLC 1.24% Add +5.2% 10,395 $2.4M
Guardian Capital LP 0.09% No change 10,388 $2.4M
Sawgrass Asset Management LLC 0.26% Add +0.4% 10,384 $2.4M
Hilltop Holdings Inc. 0.28% Add +1.7% 10,360 $2.4M
Alps Advisors Inc. 0.02% Reduce -7.5% 10,313 $2.4M
Mission Wealth Management, LP 0.06% Add +1.0% 10,301 $2.4M
Northstar Advisory Group, LLC 1.36% Add +5.5% 10,187 $2.4M
Bank of Stockton 0.75% Reduce -15.4% 10,175 $2.4M
Joel Isaacson & Co., LLC 0.12% Add +4.2% 10,099 $2.3M
GFG Capital, LLC 0.64% Add +3.0% 10,098 $2.3M
Cunning Capital Partners, LP 1.31% No change 10,070 $2.3M
Bailard, Inc. 0.06% Add +0.1% 10,044 $2.3M
NTV Asset Management LLC 0.33% Add +1.0% 10,040 $2.3M
Empower Advisory Group, LLC 0.01% Reduce -10.5% 9,984 $2.3M
Bigelow Investment Advisors, LLC 1.10% Reduce -0.5% 9,980 $2.3M
Union Heritage Capital, LLC 0.91% No change 9,968 $2.3M
Wedmont Private Capital 0.15% Add +3.9% 9,671 $2.3M
Plimoth Trust Co. LLC 0.61% Reduce -1.5% 9,931 $2.3M
Doheny Asset Management 1.63% Reduce -0.0% 9,870 $2.3M
Wolf Group Capital Advisors 0.90% Reduce -11.6% 9,868 $2.3M
Rockland Trust Co. 0.12% Reduce -0.8% 9,851 $2.3M
Xcel Wealth Management, LLC 0.72% Reduce -3.9% 9,823 $2.3M
Financial Security Advisor, Inc. 0.76% Reduce -0.3% 9,809 $2.3M
Inlet Private Wealth, LLC 0.62% Add +1.0% 9,751 $2.3M
Americana Partners, LLC 0.18% Reduce -0.3% 9,730 $2.3M
Wolverine Asset Management LLC 0.22% Reduce -6.7% 9,721 $2.3M
Trustco Bank Corp. N Y 2.39% Add +3.2% 9,694 $2.2M
L2 Asset Management, LLC 0.67% Add +39.9% 9,656 $2.2M
Knuff & Co LLC 0.73% No change 9,650 $2.2M
Hamilton Capital Partners Inc. 0.24% Add +15.0% 9,639 $2.2M
Marble Harbor Investment Counsel, LLC 0.26% Reduce -1.0% 9,611 $2.2M
Penobscot Investment Management Company, Inc. 0.21% No change 9,609 $2.2M
KWB Wealth 0.31% Reduce -0.9% 9,745 $2.2M
EFG Asset Management (North America) Corp. 0.38% Add +18.1% 9,544 $2.2M
Qtron Investments LLC 0.32% Add +1.7% 9,546 $2.2M
DoubleLine ETF Adviser LP 0.58% Reduce -4.4% 9,536 $2.2M
Wolff Wiese Magana LLC 1.75% Add +1000.9% 9,523 $2.2M
Entropy Technologies, LP 0.24% Reduce -22.2% 9,484 $2.2M
AlTi Global, Inc. 0.06% Add +175.6% 9,424 $2.2M
Institute for Wealth Management, LLC. 0.29% Reduce -0.3% 9,401 $2.2M
Bridgeway Capital Management, LLC 0.05% No change 9,400 $2.2M
Carl P. Sherr & Co., LLC 1.21% Add +0.0% 9,399 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -4.0% 9,373 $2.2M
Perpetual Ltd 0.02% Add +548.6% 9,366 $2.2M
Applied Capital LLC 1.89% Add +0.9% 9,331 $2.2M
Beacon Investment Advisors LLC 1.11% No change 9,328 $2.2M
Wintrust Investments LLC 0.17% Reduce -3.5% 9,270 $2.1M
First National Trust Co 0.09% Reduce -0.8% 9,244 $2.1M
TAGStone Capital, Inc. 1.21% Add +0.3% 9,243 $2.1M
Retireful, LLC 1.01% Add +24.5% 9,229 $2.1M
Moors & Cabot, Inc. 0.11% Add +0.1% 9,195 $2.1M
Hartford Funds Management Co LLC 0.20% Add +9.1% 9,184 $2.1M
Evergreen Capital Management LLC 0.08% Add +1.6% 9,137 $2.1M
Linden Thomas Advisory Services, LLC 0.33% Add +20.4% 9,111 $2.1M
Invst, LLC 0.23% Add +3.6% 9,021 $2.1M
Pinnacle Holdings, LLC 0.99% Reduce -2.6% 9,106 $2.1M
Northern Financial Advisors Inc 1.69% Reduce -1.4% 9,099 $2.1M
Moneta Group Investment Advisors LLC 0.03% Add +4.6% 9,076 $2.1M
Provenance Wealth Advisors, LLC 0.29% Reduce -0.7% 9,072 $2.1M
Woodmont Investment Counsel LLC 0.17% Add +0.0% 9,071 $2.1M
Mengis Capital Management, Inc. 0.43% Reduce -7.5% 9,070 $2.1M
Pitcairn Co. 0.13% Add +5.2% 9,067 $2.1M
Hyman Charles D 0.12% Add +0.5% 9,043 $2.1M
Csenge Advisory Group 0.12% Add +0.3% 8,967 $2.1M
Lowe Brockenbrough & Co. Inc. 0.14% Reduce -2.2% 8,963 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -8.7% 8,948 $2.1M
Beverly Hills Private Wealth, LLC 0.45% Reduce -5.4% 8,927 $2.1M
HBK Sorce Advisory LLC 0.07% Reduce -1.0% 8,911 $2.1M
Anchor Investment Management, LLC 0.21% Add +16.1% 8,902 $2.1M
FineMark National Bank & Trust 0.08% Add +6.9% 8,899 $2.1M
Argus Investors' Counsel, Inc. 1.26% Reduce -11.9% 8,883 $2.1M
Donoghue Forlines LLC 0.58% Add +208.2% 8,874 $2.1M
Coastal Bridge Advisors, LLC 0.51% Add +0.3% 8,874 $2.1M
Lake Street Advisors Group, LLC 0.10% Reduce -0.2% 8,864 $2.1M
Benjamin Edwards Inc. 0.39% Reduce -12.5% 8,832 $2.0M
RFG Advisory, LLC 0.07% Reduce -3.2% 8,823 $2.0M
Pinnacle Wealth Management, LLC 2.54% Add +3.5% 8,782 $2.0M
Signature Wealth Management Group 0.89% Reduce -2.5% 8,763 $2.0M
PKO Investment Management Joint-Stock Co 0.25% No change 8,753 $2.0M
Mather Group, Llc. 0.02% Add +63.2% 8,893 $2.0M
Asahi Life Asset Management Co., LTD. 1.39% Reduce -29.3% 8,740 $2.0M
Beaumont Financial Advisors, LLC 0.16% Reduce -0.6% 8,737 $2.0M
Argent Advisors, Inc. 0.80% Reduce -3.3% 8,678 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Add +4.0% 8,675 $2.0M
Parkside Financial Bank & Trust 0.32% Add +1.2% 8,667 $2.0M
Rothschild Investment LLC 0.14% Add +2.4% 8,627 $2.0M
Berkshire Asset Management LLC 0.10% Reduce -0.6% 8,622 $2.0M
IFG Advisory, LLC 0.13% New 8,616 $2.0M
Howard Capital Management Group, LLC 0.15% No change 8,615 $2.0M
Walter & Keenan Wealth Management LLC /in/ 0.63% No change 8,582 $2.0M
Fiduciary Family Office, LLC 0.78% Reduce -3.3% 8,554 $2.0M
Bank of New Hampshire 0.51% Add +6.6% 8,552 $2.0M
iA Global Asset Management Inc. 0.04% Reduce -20.0% 8,538 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.96% Add +0.0% 8,529 $2.0M
Sargent Investment Group, LLC 0.40% Add +52.2% 8,504 $2.0M
Ingalls & Snyder LLC 0.09% Reduce -0.5% 8,480 $2.0M
Sirios Capital Management L P 0.34% Add +8.0% 8,462 $2.0M
Beacon Bank & Trust 0.49% Reduce -8.0% 8,456 $2.0M
Principle Wealth Partners LLC 0.15% No change 8,381 $1.9M
Zhang Financial LLC 0.14% Add +15.4% 8,349 $1.9M
Signet Investment Advisory Group, Inc. 1.04% Reduce -0.2% 8,346 $1.9M
TKG Advisors, LLC 1.05% New 8,337 $1.9M
Oliver Lagore Vanvalin Investment Group 0.55% Add +2196.4% 8,244 $1.9M
Davis Investment Partners, LLC 0.78% Add +15.0% 7,969 $1.9M
Hardy Reed LLC 0.19% New 8,199 $1.9M
Horizon Investment Services, LLC 0.89% New 8,171 $1.9M
Lazard Freres Gestion S.A.S. 0.04% No change 8,235 $1.9M
Taylor Frigon Capital Management LLC 0.90% Reduce -4.3% 8,163 $1.9M
Ritholtz Wealth Management 0.06% Reduce -3.4% 8,125 $1.9M
Osborne Partners Capital Management, LLC 0.11% Reduce -1.2% 8,121 $1.9M
Procyon Advisors, LLC 0.14% Add +53.5% 8,072 $1.9M
Vivid Wealth Management, LLC 1.05% Add +168.5% 8,071 $1.9M
Lecap Asset Management Ltd. 0.40% New 8,064 $1.9M
First Horizon Advisors, Inc. 0.06% Reduce -7.5% 8,047 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +19.9% 8,033 $1.9M
Citizens National Bank Trust Department 0.41% Reduce -0.1% 8,029 $1.9M
Cannell & Spears LLC 0.04% Add +0.3% 8,013 $1.9M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.2% 7,996 $1.9M
Alpha DNA Investment Management LLC 1.05% Reduce -5.1% 7,956 $1.8M
Game Plan Financial Advisors, LLC 1.01% Add +6002.3% 7,933 $1.8M
Delphi Management Inc. 1.49% Add +0.6% 7,915 $1.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Add +210.3% 7,915 $1.8M
Ashton Thomas Private Wealth, LLC 0.10% Add +11.2% 7,901 $1.8M
IFP Advisors, Inc 0.07% Add +138.1% 7,827 $1.8M
SOA Wealth Advisors, LLC. 0.36% Add +17.5% 7,822 $1.8M
Vise Technologies, Inc. 0.32% Reduce -3.9% 7,783 $1.8M
Burke & Herbert Bank & Trust Co. 0.44% Add +57.0% 7,748 $1.8M
Occudo Quantitative Strategies LP 0.32% New 7,745 $1.8M
GeoWealth Management, LLC 0.08% Add +65.6% 7,740 $1.8M
Summit Global Investments 0.13% Add +207.4% 7,735 $1.8M
Blue Zone Wealth Advisors, LLC 0.62% Reduce -8.5% 7,731 $1.8M
Intellectus Partners, LLC 0.49% Reduce -1.9% 7,696 $1.8M
Excalibur Management Corp. 0.72% Add +0.1% 7,668 $1.8M
Spinnaker Trust 0.11% No change 7,654 $1.8M
GLOBALT Investments LLC / GA 0.07% Reduce -1.9% 7,651 $1.8M
Dover Advisors, LLC 1.09% Add +2.7% 7,639 $1.8M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -11.3% 7,630 $1.8M
Thoroughbred Financial Services, LLC 0.12% Add +102.5% 7,614 $1.8M
Karpas Strategies, LLC 0.55% Add +2.6% 7,600 $1.8M
Cape Cod Five Cents Savings Bank 0.17% Reduce -4.6% 7,566 $1.8M
RMR Capital Management, LLC 1.60% Reduce -0.9% 7,558 $1.8M
Palisade Asset Management, LLC 0.18% No change 7,558 $1.8M
Mutual Advisors, LLC 0.05% Add +0.9% 7,055 $1.7M
Lanark Financial, Inc. 0.16% Add +3.8% 7,551 $1.7M
Vident Advisory, LLC 0.05% Add +4.6% 7,546 $1.7M
Western Wealth Management, LLC 0.13% Add +3.7% 7,504 $1.7M
Oldfather Financial Services, LLC 0.71% Reduce -6.2% 7,500 $1.7M
Holderness Investments Co. 0.41% Add +1.4% 7,492 $1.7M
Raab & Moskowitz Asset Management LLC 0.47% Reduce -1.9% 7,466 $1.7M
Boltwood Capital Management 0.54% Reduce -6.4% 7,452 $1.7M
Obermeyer Wealth Partners 0.10% Add +7.7% 7,442 $1.7M
Beach Investment Counsel Inc. 0.21% Reduce -2.6% 7,433 $1.7M
Caldwell Sutter Capital, Inc. 0.85% Add +1.2% 7,427 $1.7M
Gratus Capital, LLC 0.07% Add +8.9% 7,427 $1.7M
Stablepoint Partners, LLC 0.33% Reduce -6.3% 6,934 $1.7M
Ibex Wealth Advisors 0.27% New 7,410 $1.7M
Flputnam Investment Management Co. 0.03% Add +14.4% 7,409 $1.7M
Veracity Capital LLC 0.71% Add +0.1% 7,392 $1.7M
RMR Wealth Builders 0.20% Add +9.6% 7,373 $1.7M
Associated Banc-Corp 0.05% Add +0.7% 7,365 $1.7M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -7.5% 7,356 $1.7M
Applied Finance Capital Management, LLC 0.08% New 7,345 $1.7M
Gateway Investment Advisers LLC 0.02% Reduce -12.5% 7,337 $1.7M
Nixon Peabody Trust Co. 0.15% No change 7,304 $1.7M
Zions Bancorporation, N.A. 0.14% Add +330.6% 7,295 $1.7M
Birinyi Associates Inc. 0.50% No change 7,250 $1.7M
McAdam, LLC 0.10% Add +1.8% 7,209 $1.7M
Center for Financial Planning, Inc. 0.24% No change 7,202 $1.7M
Transatlantique Private Wealth LLC 0.68% Add +1.5% 7,262 $1.7M
AIA Group Ltd 0.05% Add +4.3% 7,200 $1.7M
Everett Harris & Co. 0.02% No change 7,188 $1.7M
Cadence Bank 0.12% Add +0.4% 7,172 $1.7M
Van Strum & Towne Inc. 0.60% No change 7,140 $1.7M
Global Retirement Partners, LLC 0.05% Add +5.2% 7,126 $1.7M
Bryn Mawr Trust Advisors, LLC 0.09% Add +39.7% 6,753 $1.6M
Auxier Asset Management LLC 0.26% Reduce -1.3% 7,098 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +13.9% 6,561 $1.6M
American Trust 0.13% Reduce -22.8% 7,043 $1.6M
Monte Financial Group, LLC 0.72% Reduce -0.7% 7,000 $1.6M
Fort Point Capital Partners LLC 0.21% Reduce -0.1% 6,993 $1.6M
Trust Asset Management LLC 0.14% No change 6,944 $1.6M
Redwood Investment Management, LLC 0.14% Reduce -7.0% 6,993 $1.6M
Advisory Research Inc. 0.30% Reduce -13.1% 6,906 $1.6M
Citadel Investment Advisory, Inc. 0.91% No change 6,884 $1.6M
G&S Capital LLC 0.69% Add +202.9% 6,527 $1.6M
MainStreet Investment Advisors LLC 0.19% Reduce -24.0% 6,866 $1.6M
Piscataqua Savings Bank 1.41% Reduce -0.2% 6,863 $1.6M
Legacy Edge Advisors, LLC 0.29% Add +22.7% 6,843 $1.6M
Beacon Financial Group 0.18% Reduce -0.9% 6,733 $1.6M
Bank Ozk 0.67% Add +45.0% 6,714 $1.6M
Dynasty Wealth Management, LLC 0.05% Add +1.7% 6,683 $1.5M
Symphony Financial, Ltd. Co. 0.28% Reduce -0.6% 6,738 $1.5M
Groupama Asset Managment 0.02% Add +99.3% 6,616 $1.5M
Forum Financial Management, LP 0.03% Reduce -5.2% 6,590 $1.5M
Hilltop National Bank 0.49% Add +7.5% 6,580 $1.5M
Arkadios Wealth Advisors 0.10% Add +206.8% 6,560 $1.5M
Engineers Gate Manager LP 0.03% Add +110.7% 6,557 $1.5M
Chesapeake Wealth Management 0.55% Reduce -8.0% 6,556 $1.5M
Relative Value Partners Group, LLC 0.20% New 6,553 $1.5M
Lake Street Private Wealth, LLC 0.20% Reduce -4.3% 6,553 $1.5M
Checchi Capital Advisers, LLC 0.12% Add +1.4% 6,548 $1.5M
Greenwood Gearhart LLC 0.14% Reduce -1.7% 6,513 $1.5M
PFG Investments, LLC 0.11% Add +6.1% 6,502 $1.5M
Patten & Patten Inc. 0.10% Reduce -0.7% 6,488 $1.5M
Smithfield Trust Co 0.08% Reduce -1.8% 6,487 $1.5M
USA Financial Formulas 0.24% Add +218.4% 6,426 $1.5M
Aptus Capital Advisors, LLC 0.03% Reduce -1.5% 6,424 $1.5M
Tredje AP-fonden 0.01% Reduce -48.4% 6,406 $1.5M
Insight Advisors, LLC/ PA 0.27% Reduce -5.9% 6,384 $1.5M
S&co Inc. 0.10% No change 6,386 $1.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +12.7% 6,373 $1.5M
Parisi Gray Wealth Management 0.53% Add +0.7% 6,351 $1.5M
Daymark Wealth Partners, LLC 0.07% Add +0.7% 100,931 $1.5M
Aurora Private Wealth, Inc. 1.28% Reduce -0.3% 6,341 $1.5M
Abundance Wealth Counselors 0.68% Add +3.1% 6,335 $1.5M
Stratos Wealth Advisors, LLC 0.07% Add +133.0% 6,286 $1.5M
Venturi Wealth Management, LLC 0.09% Add +4.5% 6,284 $1.5M
Diligent Investors, LLC 0.36% Reduce -2.7% 6,246 $1.4M
Busey Bank 0.05% Reduce -6.5% 6,235 $1.4M
HTLF Bank 0.16% Add +0.1% 6,208 $1.4M
Bank of Hawaii 0.07% Reduce -11.5% 6,202 $1.4M
Washington Trust Advisors, Inc. 0.13% Reduce -3.7% 6,182 $1.4M
Financial Counselors Inc. 0.02% Add +15.7% 6,129 $1.4M
Ascent Group, LLC 0.12% Add +3.8% 6,121 $1.4M
Focus Financial Network, Inc. 0.06% Add +13.8% 5,670 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -24.6% 6,111 $1.4M
Mgo One Seven LLC 0.07% Reduce -3.1% 6,103 $1.4M
Community Bank, N.A. 0.18% Reduce -2.4% 6,047 $1.4M
Lee Danner & Bass Inc. 0.11% — 6,040 $1.4M
Weil Company, Inc. 0.51% No change 6,035 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.2% 6,005 $1.4M
Robertson Stephens Wealth Management, LLC 0.07% Add +8.4% 5,991 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.3% 5,980 $1.4M
Prospera Financial Services Inc 0.04% Add +7.6% 5,962 $1.4M
Cambridge Financial Group, LLC 0.63% Add +0.4% 5,966 $1.4M
YHB Investment Advisors, Inc. 0.12% Add +0.3% 5,961 $1.4M
Ransom Advisory, Ltd 0.69% No change 5,946 $1.4M
Twin Capital Management Inc. 0.16% No change 5,945 $1.4M
Westpac Banking Corp. 0.11% No change 5,897 $1.4M
Weik Capital Management 0.58% Reduce -5.6% 5,878 $1.4M
Stokes Family Office, LLC 0.16% Add +1.7% 5,867 $1.4M
AXS Investments LLC 0.38% Reduce -11.8% 5,850 $1.4M
Cigna Investments Inc. 0.25% Reduce -5.1% 5,846 $1.4M
Fielder Capital Group LLC 0.52% Reduce -2.0% 5,836 $1.4M
BayBridge Capital Group, LLC 1.05% Reduce -0.7% 5,816 $1.3M
TrinityPoint Wealth, LLC 0.21% Add +0.2% 5,813 $1.3M
Highline Wealth Partners LLC 0.51% Add +0.1% 5,810 $1.3M
Interchange Capital Partners, LLC 0.49% Add +297.8% 5,800 $1.3M
GTS Securities LLC 0.03% Reduce -53.5% 5,742 $1.3M
J. W. Coons Advisors, LLC 0.25% Add +3.6% 5,742 $1.3M
Ledyard National Bank 0.13% Reduce -0.6% 5,733 $1.3M
Woodstock Corp. 0.13% Reduce -10.6% 5,724 $1.3M
Trust Point Inc. 0.11% Reduce -7.9% 5,713 $1.3M
Stonebrook Private Inc. 0.38% Add +1.0% 5,712 $1.3M
First Citizens Bank & Trust Co. 0.02% Add +1.2% 5,702 $1.3M
Aspiriant, LLC 0.05% Reduce -10.0% 5,696 $1.3M
Strategic Investment Advisors / MI 0.16% Reduce -2.2% 5,678 $1.3M
Profit Investment Management, LLC 0.82% No change 5,677 $1.3M
Journey Strategic Wealth LLC 0.06% Add +24.3% 5,668 $1.3M
Mraz, Amerine & Associates, Inc. 0.27% Add +0.7% 5,667 $1.3M
Crestwood Advisors Group, LLC 0.03% Reduce -11.1% 5,657 $1.3M
Hall Capital Management Co. Inc. 0.62% Add +2.8% 5,646 $1.3M
Private Trust Co. NA 0.14% Reduce -6.2% 5,645 $1.3M
Hohimer Wealth Management, LLC 0.30% Reduce -0.8% 5,643 $1.3M
Lavaca Capital LLC 0.71% Add +2.8% 5,626 $1.3M
Diversify Advisory Services, LLC 0.07% Reduce -25.3% 5,475 $1.3M
Syon Capital LLC 0.12% Add +0.7% 5,582 $1.3M
Northcape Wealth Management, LLC 0.47% No change 5,580 $1.3M
Simmons Bank 0.10% Reduce -15.2% 5,567 $1.3M
Grove Bank & Trust 0.21% Reduce -16.0% 5,566 $1.3M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -3.8% 5,562 $1.3M
Icon Advisers Inc. 0.30% No change 5,500 $1.3M
Crewe Advisors LLC 0.14% Reduce -0.9% 5,544 $1.3M
Laurel Wealth Advisors LLC 0.22% Reduce -2.1% 5,540 $1.3M
Flagship Harbor Advisors, LLC 0.08% Add +4.9% 5,507 $1.3M
Geneos Wealth Management Inc. 0.06% Add +146.9% 5,483 $1.3M
Wealthspire Advisors, LLC 0.02% Reduce -5.6% 5,470 $1.3M
Lawson Kroeker Investment Management Inc. 0.24% Add +0.9% 5,458 $1.3M
Eagle Asset Management Inc. 0.01% Add +17.6% 5,398 $1.3M
Waldron Private Wealth LLC 0.06% Add +3.5% 5,450 $1.3M
Carr Financial Group Corp 0.40% Add +1.6% 5,447 $1.3M
GAMMA Investing LLC 0.17% Add +30.7% 5,440 $1.3M
MeadowBrook Investment Advisors LLC 1.21% Reduce -1.6% 5,428 $1.3M
RNC Capital Management LLC 0.07% Reduce -24.8% 5,428 $1.3M
Magnus Financial Group LLC 0.14% Add +1.0% 5,386 $1.2M
Edge Capital Group, LLC 0.06% Reduce -2.0% 5,373 $1.2M
Level Four Advisory Services, LLC 0.06% Add +144.8% 5,356 $1.2M
Mattson Financial Services, LLC 0.44% — 5,316 $1.2M
KRS Capital Management, LLC 0.92% Reduce -1.0% 5,312 $1.2M
Laurion Capital Management LP 0.04% New 5,310 $1.2M
Blue Trust, Inc. 0.02% Add +27.1% 5,395 $1.2M
Brighton Jones LLC 0.04% Add +5.9% 5,301 $1.2M
CX Institutional 0.06% Add +11.9% 5,288 $1.2M
Paloma Partners Management Co 0.13% Reduce -56.4% 5,282 $1.2M
S.A. Mason LLC 0.70% Add +2.4% 5,279 $1.2M
Highview Capital Management LLC 0.51% New 5,277 $1.2M
Gen-Wealth Partners Inc 0.59% Reduce -3.7% 5,261 $1.2M
Convergence Investment Partners, LLC 0.36% Add +301.7% 5,258 $1.2M
Ramirez Asset Management, Inc. 0.25% No change 5,229 $1.2M
Mittelman Wealth Management 0.78% Reduce -2.3% 5,229 $1.2M
Harbor Investment Advisory, LLC 0.13% Reduce -0.6% 5,219 $1.2M
RB Capital Management, LLC 0.32% Add +6.1% 5,216 $1.2M
Pecaut & Co. 0.46% Reduce -2.4% 5,214 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% New 5,201 $1.2M
Factorial Partners, LLC 0.74% No change 5,200 $1.2M
Cypress Wealth Services, LLC 0.27% Add +0.6% 5,191 $1.2M
Vectors Research Management, LLC 0.37% Reduce -1.9% 5,189 $1.2M
Old National Bancorp 0.03% Add +1.0% 5,163 $1.2M
M Holdings Securities, Inc. 0.15% New 5,136 $1.2M
Sterling Wealth Management, Inc. 0.56% No change 5,128 $1.2M
Beacon Investment Advisory Services, Inc. 0.05% Add +0.1% 5,054 $1.2M
Barden Capital Management, Inc. 1.10% Reduce -4.8% 5,056 $1.2M
Cornerstone Planning Group LLC 0.33% Add +3.3% 5,167 $1.2M
Leavell Investment Management, Inc. 0.06% Add +13.3% 5,013 $1.2M
Spirit of America Management Corp. 0.23% No change 5,000 $1.2M
Wealth Alliance, LLC 0.15% Reduce -5.5% 4,982 $1.2M
Legacy Advisors, LLC 0.14% Add +5.2% 4,976 $1.2M
Confluence Wealth Services, Inc. 0.09% Reduce -0.4% 4,951 $1.1M
Levin Capital Strategies, L.P. 0.12% Reduce -3.9% 4,915 $1.1M
Saxon Interests, Inc. 0.54% Add +1.8% 4,900 $1.1M
Moloney Securities Asset Management, LLC 0.17% Reduce -39.9% 4,898 $1.1M
Adero Partners, LLC 0.08% Add +15.3% 4,870 $1.1M
Essex Financial Services, Inc. 0.08% Add +15.8% 4,828 $1.1M
Garde Capital, Inc. 0.08% Reduce -3.5% 4,838 $1.1M
Sentry Investment Management LLC 0.50% Reduce -17.0% 4,834 $1.1M
Chicago Partners Investment Group LLC 0.04% Add +1.0% 4,424 $1.1M
Prostatis Group LLC 0.39% Add +1.4% 4,747 $1.1M
Beaumont Asset Management, L.L.C. 0.72% Add +1.1% 4,811 $1.1M
Leisure Capital Management 0.52% No change 4,799 $1.1M
Lebenthal Global Advisors, LLC 0.24% Add +11.5% 4,785 $1.1M
Boyar Asset Management Inc. 0.76% No change 4,785 $1.1M
Paragon Private Wealth Management, LLC 0.63% Add +4.0% 4,782 $1.1M
Ignite Planners, LLC 0.27% Add +0.9% 4,682 $1.1M
3Chopt Investment Partners, LLC 0.34% New 4,753 $1.1M
North Star Investment Management Corp. 0.08% Reduce -16.7% 4,723 $1.1M
Balefire, LLC 0.39% Reduce -4.2% 4,720 $1.1M
Muirfield Wealth Advisors LLC 1.02% Add +0.3% 4,716 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -0.8% 4,714 $1.1M
First Command Advisory Services, Inc. 0.01% New 4,709 $1.1M
L. Roy Papp & Associates, LLP 0.13% Reduce -0.4% 4,700 $1.1M
WASHINGTON TRUST Co 0.04% No change 4,656 $1.1M
Harvest Fund Management Co., Ltd 0.08% Add +25.0% 4,645 $1.1M
Koshinski Asset Management, Inc. 0.10% Add +9.1% 4,506 $1.1M
Western Financial Corp 0.65% New 4,622 $1.1M
WMS Partners, LLC 0.07% Add +92.2% 4,617 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.69% No change 4,600 $1.1M
Harbour Investments, Inc. 0.04% Reduce -0.8% 4,594 $1.1M
Sentry LLC 0.20% No change 4,591 $1.1M
United Asset Strategies, Inc. 0.10% Reduce -12.4% 4,585 $1.1M
PFG Advisors 0.07% Add +3.3% 4,580 $1.1M
Advisors Capital Management, LLC 0.02% Add +2.5% 4,577 $1.1M
Fullcircle Wealth LLC 0.52% — 4,386 $1.1M
Twelve Points Wealth Management LLC 0.37% Add +0.6% 4,564 $1.1M
Tufton Capital Management 0.21% No change 4,560 $1.1M
Verus Capital Partners, LLC 0.11% Reduce -3.6% 4,558 $1.1M
Allegheny Financial Group 0.30% Add +0.0% 4,550 $1.1M
TCI Wealth Advisors, Inc. 0.10% Reduce -2.0% 4,544 $1.1M
Premier Path Wealth Partners, LLC 0.18% Reduce -0.2% 4,541 $1.1M
Eisler Capital (UK) Ltd. 0.34% Add +101.0% 4,535 $1.1M
Semper Augustus Investments 0.19% Reduce -12.5% 4,518 $1.0M
Avestar Capital, LLC 0.12% Add +62.0% 4,508 $1.0M
Conning Inc. 0.04% Add +2.4% 4,507 $1.0M
Bridgefront Capital, LLC 0.43% New 4,505 $1.0M
Manchester Capital Management LLC 0.13% Reduce -13.3% 4,505 $1.0M
Stamos Capital Partners, L.P. 0.22% New 4,500 $1.0M
Ervin Investment Management, LLC 0.72% No change 4,481 $1.0M
RFP Financial Group LLC 0.38% No change 4,476 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +0.7% 4,476 $1.0M
Orrstown Financial Services Inc. 0.55% No change 4,473 $1.0M
Becker Capital Management Inc. 0.04% Reduce -0.5% 4,471 $1.0M
Aspire Private Capital, LLC 0.27% Add +4.9% 4,461 $1.0M
WealthTrust Axiom LLC 0.34% No change 4,457 $1.0M
IFG Advisors, LLC 0.24% Add +0.1% 4,437 $1.0M
Bridgewater Associates 0.01% Reduce -73.7% 4,426 $1.0M
Sage Rhino Capital LLC 0.24% Reduce -0.2% 4,422 $1.0M
Atlas Brown,Inc. 0.37% Add +0.2% 4,415 $1.0M
Delta Financial Group, Inc. 0.43% Reduce -3.3% 4,409 $1.0M
Resources Management Corp. /CT/ 0.15% Reduce -0.6% 4,405 $1.0M
Baker Avenue Asset Management, LP 0.03% Add +3.3% 4,378 $1.0M
Midland Wealth Advisors, LLC 0.06% Add +2.1% 4,370 $1.0M
Schulhoff & Co. Inc. 0.46% No change 4,370 $1.0M
Guardian Investment Management 0.72% No change 4,367 $1.0M
Orleans Capital Management Corp. 0.64% Add +14.4% 4,365 $1.0M
Wealthcare Advisory Partners LLC 0.03% Reduce -4.1% 4,363 $1.0M
Bond & Devick Financial Network, Inc. 0.54% No change 4,354 $1.0M
Verition Fund Management LLC 0.01% Reduce -87.9% 4,347 $1.0M
Red Door Wealth Management, LLC 0.18% Add +0.9% 4,336 $1.0M
Bedel Financial Consulting, Inc. 0.15% Reduce -2.9% 4,335 $1.0M
Capricorn Fund Managers Ltd 0.71% New 4,330 $1.0M
First Affirmative Financial Network 0.69% Reduce -3.9% 4,312 $998K
Proathlete Wealth Management LLC 0.47% Reduce -0.2% 4,311 $998K
PGIM Custom Harvest LLC 0.02% New 4,307 $997K
Compound Planning, Inc. 0.07% Add +34.8% 4,302 $996K
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -6.5% 4,287 $993K
Sompo Asset Management Co., Ltd. 0.17% Reduce -2.3% 4,260 $986K
Benin Management CORP 0.30% No change 4,254 $985K
Solitude Financial Services 0.46% Add +11.8% 4,240 $982K
Wellington Shields & Co., LLC 0.32% No change 4,220 $977K
Farther Finance Advisors, LLC 0.05% Add +54.2% 4,175 $976K
Lyell Wealth Management, LP 0.09% No change 4,205 $974K
Capital Management Associates 1.15% Reduce -2.6% 4,196 $972K
Salem Investment Counselors Inc. 0.03% Add +5.2% 4,187 $970K
Prairie Sky Financial Group LLC 0.60% No change 4,181 $968K
Brooks, Moore & Associates, Inc. 0.62% Reduce -8.8% 4,173 $966K
Canopy Partners, LLC 0.45% Add +10.6% 4,172 $966K
Oakworth Capital, Inc. 0.07% Add +7.7% 4,170 $966K
Jamison Private Wealth Management, Inc. 0.16% Reduce -12.9% 4,164 $964K
Amarillo National Bank 0.18% Reduce -50.0% 4,156 $962K
Avantax Planning Partners, Inc. 0.03% Reduce -5.5% 4,149 $961K
Essex Investment Management Co. LLC 0.18% Reduce -38.7% 4,148 $960K
SRN Advisors, LLC 0.80% Reduce -36.6% 4,146 $960K
American National Bank & Trust 0.12% Add +2.5% 4,128 $956K
WBH Advisory Inc. 0.10% Add +1.4% 4,116 $953K
Baldwin Investment Management, LLC 0.13% No change 4,110 $952K
Paradigm Asset Management Co. LLC 0.27% Add +105.0% 4,100 $949K
Ellevest, Inc. 0.06% Add +0.5% 4,097 $949K
Evermay Wealth Management LLC 0.15% No change 4,041 $936K
Morse Asset Management, Inc 0.23% No change 4,040 $935K
Householder Group Estate & Retirement Specialist, LLC 0.26% Reduce -2.2% 4,031 $933K
Boston Financial Mangement LLC 0.03% Reduce -4.8% 4,028 $933K
Ipswich Investment Management Co., Inc. 0.22% Reduce -0.3% 4,026 $932K
Capital Analysts, LLC 0.04% Add +4.2% 4,024 $932K
Alhambra Investment Management LLC 0.51% Reduce -3.6% 4,015 $930K
Clarius Group, LLC 0.07% Reduce -5.4% 4,011 $929K
Petrus Trust Company, LTA 0.09% New 4,008 $928K
Evanson Asset Management, LLC 0.07% Add +0.1% 3,988 $923K
Centerpoint Advisors, LLC 0.33% Reduce -0.4% 3,970 $919K
Modern Wealth Management, LLC 0.07% Add +1.9% 3,968 $919K
Mayflower Financial Advisors, LLC 0.15% Add +3.5% 3,949 $914K
West Coast Financial LLC 0.11% Add +0.6% 3,949 $914K
Colonial Trust Co / SC 0.16% Reduce -69.9% 3,926 $909K
Private Ocean, LLC 0.08% Reduce -0.8% 3,921 $908K
First Western Trust Bank 0.04% No change 3,921 $908K
Culbertson A N & Co. Inc. 0.16% No change 3,913 $906K
Alexander Randolph Advisory, Inc. 0.85% Reduce -0.7% 3,912 $906K
BigSur Wealth Management LLC 0.28% No change 3,900 $903K
Jefferies Financial Group Inc. 0.02% Reduce -67.2% 3,900 $903K
Next Level Private LLC 0.41% Add +0.1% 3,894 $902K
Sanders Morris Harris LLC 0.15% No change 3,892 $901K
AlphaQuest LLC 0.12% New 3,891 $901K
United Community Bank 0.36% New 3,863 $894K
Sunflower Bank, N.A. 0.21% Add +1.8% 3,857 $893K
MTM Investment Management, LLC 0.36% Reduce -0.2% 3,822 $885K
Fidelis Capital Partners, LLC 0.13% Reduce -4.8% 3,867 $885K
EverSource Wealth Advisors, LLC 0.06% Add +20.4% 3,481 $881K
Bridges Investment Management Inc. 0.01% Add +217.0% 3,804 $881K
LGT Fund Management Co Ltd. 0.11% Add +46.1% 3,800 $880K
Spire Wealth Management 0.03% Reduce -12.1% 3,793 $878K
Platform Technology Partners 0.30% — 3,792 $878K
Graypoint LLC 0.06% Add +27.8% 3,779 $875K
Gratus Wealth Advisors, LLC 0.15% Add +3.3% 3,596 $872K
Symmetry Partners, LLC 0.04% Reduce -12.7% 3,718 $861K
Two Sigma Advisers, LP 0.00% Reduce -67.0% 3,700 $857K
Aaron Wealth Advisors LLC 0.12% Add +13.0% 3,693 $855K
Aries Wealth Management 0.27% Add +2.1% 3,689 $854K
Breakwater Capital Group 0.19% Reduce -0.8% 3,678 $852K
Oxbow Advisors, LLC 0.10% Reduce -15.5% 3,678 $852K
Prescott Group Capital Management, L.L.C. 0.13% No change 3,662 $848K
CFO4Life Group, LLC 0.16% New 3,654 $846K
Strategic Advisors LLC 0.16% Reduce -19.9% 3,652 $846K
Accredited Investors Inc. 0.05% Reduce -4.6% 3,653 $846K
Lazari Capital Management, Inc. 0.38% Add +3.2% 3,643 $844K
Axxcess Wealth Management, LLC 0.02% Reduce -58.9% 3,626 $840K
Saybrook Capital 0.24% No change 3,600 $834K
Ecofi Investissements SA 0.46% — 3,800 $833K
Philadelphia Trust Co. 0.06% Add +7.1% 3,595 $832K
Oak Asset Management, LLC 0.30% No change 3,580 $829K
Smartleaf Asset Management LLC 0.14% Add +25.2% 3,615 $826K
Virtus Advisers, LLC 0.40% Reduce -12.8% 3,560 $824K
Olistico Wealth, LLC 0.52% Add +12.9% 3,552 $822K
Wesbanco Bank Inc. 0.03% Reduce -0.2% 3,551 $822K
BSW Wealth Partners 0.13% Reduce -0.1% 3,551 $822K
Alerus Financial NA 0.06% No change 3,550 $822K
Doliver Advisors, LP 0.23% Add +28.7% 3,537 $819K
Cornerstone Wealth Management, LLC 0.06% Reduce -0.7% 3,536 $819K
Hills Bank & Trust Co 0.07% Reduce -0.1% 3,524 $816K
Linscomb Wealth, Inc. 0.04% No change 3,510 $813K
Parkside Investments, LLC 0.13% New 3,500 $810K
Cable Hill Partners, LLC 0.09% New 3,481 $806K
Cornerstone Wealth Group, LLC 0.07% Add +3.9% 3,478 $805K
Sendero Wealth Management, LLC 0.13% Reduce -79.3% 3,462 $802K
LVW Advisors, LLC 0.12% Reduce -0.9% 3,452 $799K
Sage Mountain Advisors LLC 0.07% Add +27.7% 3,436 $795K
MIdWestOne Financial Group, Inc. 0.14% Add +0.8% 3,431 $794K
Navellier & Associates Inc. 0.09% Reduce -2.8% 3,426 $793K
Resolute Wealth Strategies, LLC 0.46% Add +0.1% 3,426 $793K
Richwood Investment Advisors, LLC 0.69% Add +0.0% 3,411 $790K
Knightsbridge Asset Management, LLC 0.20% Reduce -3.1% 3,392 $785K
Tanager Wealth Management LLP 0.12% No change 3,386 $784K
International Assets Investment Management, LLC 0.07% Add +0.8% 3,384 $784K
Leo Wealth, LLC 0.08% Add +51.4% 3,360 $782K
Quadrant Private Wealth Management, LLC 0.18% Add +19.8% 3,376 $782K
Defined Wealth Management, LLC 0.54% Add +0.4% 3,359 $778K
US Asset Management LLC 0.70% Reduce -3.2% 3,344 $774K
Cetera Trust Company, N.A 0.48% Reduce -2.9% 3,335 $772K
Bell Bank 0.06% No change 3,327 $770K
LGL Partners, LLC 0.11% Reduce -8.9% 3,326 $770K
Atlanta Consulting Group Advisors, LLC 0.17% No change 3,318 $768K
Aspen Investment Management Inc 0.38% Reduce -1.2% 3,315 $768K
Geller Advisors LLC 0.06% Reduce -0.0% 3,308 $766K
Strategic Advocates LLC 0.30% Reduce -40.0% 3,299 $764K
Kestra Investment Management, LLC 0.05% — 3,282 $760K
Burford Brothers, Inc. 0.44% Add +15.5% 3,281 $760K
Sigma Investment Counselors Inc. 0.05% No change 3,273 $758K
Kovack Advisors, Inc. 0.08% Reduce -2.6% 3,264 $756K
Hartford Financial Management Inc. 0.16% Reduce -0.9% 3,258 $754K
Somerville Kurt F 0.13% Reduce -1.1% 3,250 $753K
Zullo Investment Group, Inc. 0.33% Add +5.1% 3,247 $752K
Proficio Capital Partners LLC 0.08% Reduce -70.5% 3,241 $750K
Plancorp, LLC 0.03% Reduce -5.0% 3,240 $750K
SeaCrest Wealth Management, LLC 0.09% Add +7.4% 3,236 $749K
Cidel Asset Management Inc. 0.06% Reduce -6.4% 3,225 $747K
Summit Financial, LLC 0.03% New 3,221 $746K
Financial Management Network Inc. 0.18% No change 3,163 $745K
First Foundation Advisors 0.03% Reduce -1.3% 3,218 $745K
Tompkins Financial Corp. 0.08% No change 3,216 $745K
Altfest L J & Co. Inc. 0.10% Add +0.7% 3,212 $744K
Matrix Asset Advisors Inc. 0.09% Reduce -0.5% 3,212 $744K
Basepoint Wealth LLC 0.59% Reduce -15.3% 3,211 $744K
First International Bank & Trust 0.25% No change 3,185 $737K
SignalPoint Asset Management, LLC 0.20% Reduce -1.6% 3,155 $731K
Brown Financial Advisors 0.33% — 3,151 $730K
Westmount Partners, LLC 0.24% Reduce -0.6% 3,114 $728K
Eagle Ridge Investment Management 0.07% No change 3,139 $727K
Exchange Bank 0.62% Add +0.9% 3,137 $726K
Fort Pitt Capital Group, LLC 0.02% Add +1.1% 3,136 $726K
Pekin Hardy Strauss, Inc. 0.10% Reduce -1.4% 3,132 $725K
Old Mission Investment Co LLC 0.24% Reduce -0.1% 3,128 $724K
Aigen Investment Management, LP 0.14% Add +224.3% 3,113 $721K
Purus Wealth Management, LLC 0.32% Add +0.1% 3,112 $721K
Clean Yield Group 0.27% Add +1.9% 3,090 $715K
Ridgewood Investments LLC 0.36% Reduce -0.0% 3,090 $715K
Reynders McVeigh Capital Management, LLC 0.04% Add +2.0% 3,080 $713K
Cozad Asset Management Inc. 0.07% Add +19.8% 3,079 $713K
Cary Street Partners Asset Management LLC 0.10% Add +1.1% 3,074 $712K
SPC Financial, Inc. 0.07% Reduce -6.1% 3,071 $711K
Bath Savings Trust Co 0.08% No change 3,064 $709K
Lifeworks Advisors, LLC 0.20% Reduce -8.9% 3,048 $706K
Hoylecohen, LLC 0.05% Reduce -1.5% 3,040 $704K
Outlook Wealth Advisors, LLC 0.22% Reduce -1.6% 3,040 $704K
LongView Wealth Management 0.26% Add +5.5% 3,038 $703K
ERn Financial, LLC 0.12% Add +0.1% 3,037 $703K
Embree Financial Group 0.13% Add +2.6% 3,027 $701K
Catalina Capital Group, LLC 0.27% Add +25.3% 3,027 $701K
Atlas Private Wealth Advisors 0.11% Add +96.4% 3,021 $700K
Advisor OS, LLC 0.08% Add +12.8% 3,016 $698K
Essex Bank 0.19% Reduce -3.5% 3,011 $697K
Quent Capital, LLC 0.08% Add +0.9% 3,008 $696K
Authentikos Wealth Advisory, LLC 0.67% No change 3,000 $695K
Legacy Wealth Management, LLC / MS 0.29% No change 3,000 $695K
Acima Private Wealth, LLC 0.26% No change 3,000 $695K
Scissortail Wealth Management, LLC 0.18% No change 3,000 $695K
Cambridge Advisors Inc. 0.16% Add +1.9% 2,965 $687K
Tradition Wealth Management, LLC 0.07% Add +0.3% 2,957 $685K
Centennial Bank 0.33% Add +2.1% 2,931 $679K
XR Securities LLC 1.14% New 2,922 $677K
Texas Yale Capital Corp. 0.03% Add +0.2% 2,921 $676K
Everhart Financial Group, Inc. 0.18% Add +23.0% 2,920 $676K
PDS Planning, Inc 0.07% Add +0.1% 2,918 $676K
Twin Lakes Capital Management, LLC 0.46% Add +0.1% 2,910 $674K
Legal Advantage Investments, Inc. 0.39% No change 2,900 $671K
Indiana Trust & Investment Management Co 0.24% Add +13.6% 2,882 $667K
Nilsine Partners, LLC 0.09% Add +1.3% 2,881 $667K
Portside Wealth Group, LLC 0.13% Reduce -7.1% 2,872 $665K
Bank Hapoalim BM 0.10% No change 2,870 $665K
Kavar Capital Partners Group, LLC 0.12% No change 2,867 $664K
Strategic Blueprint, LLC 0.05% Add +3.4% 2,865 $663K
Hobbs Group Advisors, LLC 0.25% — 2,863 $663K
Bristol John W & Co. Inc. 0.01% No change 2,851 $660K
VeraBank, N.A. 0.20% Reduce -1.7% 2,848 $659K
Abbrea Capital, LLC 0.09% Reduce -6.7% 2,837 $657K
Brooklyn Investment Group 0.28% No change 2,886 $657K
Veltria Advisors Corp. 0.23% Reduce -28.4% 2,827 $655K
Union Savings Bank 0.34% Reduce -3.3% 2,822 $653K
Red Cedar Investment Management, LLC 0.09% New 2,814 $652K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,783 $651K
Great Valley Advisor Group, Inc. 0.02% Reduce -5.2% 2,809 $650K
CoreFirst Bank & Trust 0.44% Reduce -0.5% 2,808 $650K
McIlrath & Eck, LLC 0.10% No change 2,802 $649K
Navera Investment Management Ltd. 0.01% No change 2,800 $649K
Kearns & Associates LLC 0.48% No change 2,800 $648K
Pursue Wealth Partners LLC 0.35% Add +12.0% 2,800 $648K
Arrow Financial Corp 0.06% Reduce -4.8% 2,793 $647K
HUB Investment Partners, LLC 0.03% Add +7.9% 2,786 $645K
Lindbrook Capital, LLC 0.06% Add +6.3% 2,768 $641K
Marcum Wealth, LLC 0.06% Reduce -2.9% 2,765 $640K
Fortune Financial Advisors, LLC 0.39% Reduce -0.9% 2,756 $638K
Marietta Investment Partners LLC 0.14% No change 2,750 $637K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -0.1% 2,748 $636K
Kingswood Wealth Advisors, LLC 0.06% Reduce -29.1% 2,744 $636K
Revisor Wealth Management LLC 0.44% Reduce -49.9% 2,731 $632K
Larson Financial Group LLC 0.04% Add +8.4% 2,730 $632K
MCF Advisors LLC 0.05% Add +0.7% 2,727 $631K
Millington Financial Advisors, LLC 0.44% No change 2,727 $631K
Midwest Financial Group LLC 0.40% No change 2,723 $630K
Cherry Tree Wealth Management, LLC 0.16% Add +1.6% 2,719 $629K
Hanson & Doremus Investment Management 0.11% Reduce -1.9% 2,712 $628K
Triangle Securities Wealth Management 0.18% No change 2,710 $628K
Greenland Capital Management LP 0.14% New 2,706 $627K
Shufro Rose & Co. LLC 0.05% Add +6.8% 2,705 $626K
Hillsdale Investment Management Inc. 0.05% Add +329.9% 2,700 $625K
PFC Capital Group, Inc. 0.31% No change 2,700 $625K
TNF LLC 0.23% Reduce -0.6% 2,579 $622K
Belpointe Asset Management LLC 0.04% Reduce -26.7% 2,680 $621K
Athena Investment Management 0.38% Reduce -0.9% 2,675 $619K
REDW Wealth LLC 0.16% Reduce -0.9% 2,673 $619K
Lewis Asset Management, LLC 0.47% Add +3.5% 2,669 $618K
Borer Denton & Associates, Inc. 0.22% Reduce -27.3% 2,662 $616K
Aft, Forsyth & Company, Inc. 0.30% Add +17.7% 2,661 $616K
Legacy Financial Advisors, Inc. 0.11% Add +7.6% 2,654 $615K
FinTrust Capital Advisors, LLC 0.11% Add +5.0% 2,651 $614K
Tiemann Investment Advisors, LLC 0.27% No change 2,651 $614K
Jump Financial, LLC 0.01% Reduce -88.7% 2,646 $613K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Add +5.5% 2,640 $611K
CTC Alternative Strategies, Ltd. 0.26% New 2,629 $609K
Outfitters Financial LLC 0.51% No change 2,625 $608K
Pittenger & Anderson Inc. 0.02% Add +24.2% 2,608 $604K
Balboa Wealth Partners 0.16% New 2,604 $603K
Pioneer Trust Bank N A 0.16% No change 2,600 $602K
Meridian Wealth Advisors, LLC 0.11% Add +1.7% 2,593 $600K
Trueblood Wealth Management, LLC 0.34% Add +24.9% 2,589 $599K
McLean Asset Management Corp 0.19% Add +1.3% 2,504 $598K
First City Capital Management, Inc. 0.34% Add +14.9% 2,582 $598K
Mechanics Bank Trust Department 0.09% No change 2,580 $597K
Channel Wealth LLC 0.22% Add +89.5% 2,572 $596K
Tritonpoint Wealth, LLC 0.06% Reduce -0.7% 2,569 $595K
Sippican Capital Advisors 0.47% No change 2,559 $593K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -3.7% 2,553 $591K
Duncker Streett & Co. Inc. 0.11% No change 2,550 $590K
Gsa Capital Partners LLP 0.04% New 2,547 $590K
1858 Wealth Management, LLC 0.49% Reduce -11.5% 2,546 $590K
Harbour Investment Management LLC 0.27% No change 2,539 $588K
Global Trust Asset Management, LLC 0.24% Reduce -2.3% 2,539 $588K
Signature Estate & Investment Advisors LLC 0.01% New 2,538 $588K
Founders Financial Securities LLC 0.06% Add +71.6% 2,531 $586K
Hunter Associates Investment Management LLC 0.10% No change 2,524 $585K
Burt Wealth Advisors 0.15% No change 2,515 $582K
Traphagen Investment Advisors LLC 0.06% No change 2,513 $582K
Two Sigma Securities, LLC 0.03% Reduce -94.9% 2,509 $581K
Palogic Value Management, L.P. 0.25% No change 2,506 $580K
Enterprise Financial Services Corp 0.36% Reduce -0.3% 2,503 $580K
Partnership Wealth Management, LLC 0.43% Reduce -9.1% 2,503 $579K
Founders Financial Alliance, LLC 0.17% Reduce -3.6% 2,501 $579K
Hendley & Co. Inc. 0.21% New 2,500 $579K
Accent Capital Management, LLC 0.36% No change 2,500 $579K
Regatta Capital Group, LLC 0.12% No change 2,497 $578K
Ballast Advisors LLC 0.18% Add +4.8% 2,495 $578K
Sage Capital Management, LLC 0.30% No change 2,493 $577K
Meeder Asset Management Inc. 0.04% Add +59.9% 2,482 $575K
MWA Asset Management 0.41% Reduce -3.3% 2,481 $574K
Achmea Investment Management B.V. 0.01% No change 2,479 $574K
Covenant Asset Management, LLC 0.13% No change 2,461 $570K
Bar Harbor Wealth Management 0.04% Reduce -9.9% 2,442 $565K
Impact Partnership Wealth, LLC 0.15% Add +34571.4% 2,427 $562K
Auxano Advisors, LLC 0.16% Add +1.0% 2,424 $561K
Acropolis Investment Management, LLC 0.04% Reduce -3.8% 2,422 $561K
LM Advisors LLC 0.11% Reduce -50.4% 2,419 $560K
Stonebridge Capital Advisors LLC 0.05% Reduce -0.6% 2,417 $560K
Prelude Capital Management, LLC 0.05% Reduce -5.6% 2,415 $559K
Trillium Asset Management, LLC 0.01% Reduce -3.5% 2,414 $559K
Aua Capital Management, LLC 0.34% No change 2,412 $558K
Wittenberg Investment Management, Inc. 0.19% No change 2,410 $558K
LS Investment Advisors, LLC 0.09% No change 2,406 $557K
Confluence Investment Management LLC 0.01% Reduce -0.2% 2,400 $556K
DT Investment Partners, LLC 0.05% No change 2,397 $555K
Westbourne Investment Advisors, Inc. 0.20% No change 2,398 $555K
Howland Capital Management LLC 0.03% No change 2,387 $553K
Childress Capital Advisors, LLC 0.16% Reduce -1.9% 2,384 $552K
Charles Schwab Trust Co 0.05% Add +1.0% 2,379 $551K
Weaver Consulting Group 0.19% No change 2,378 $551K
Monetary Management Group Inc. 0.15% Reduce -1.3% 2,375 $550K
Princeton Global Asset Management LLC 0.12% No change 2,369 $548K
Marino, Stram & Associates LLC 0.13% No change 2,354 $545K
SkyView Investment Advisors, LLC 0.10% Add +12.2% 2,350 $544K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 2,350 $544K
9258 Wealth Management, LLC 0.08% Reduce -0.5% 2,340 $542K
Moisand Fitzgerald Tamayo, LLC 0.08% No change 2,338 $541K
Allstate Corp. 0.04% No change 2,332 $540K
Moser Wealth Advisors, LLC 0.29% Add +13.1% 2,326 $539K
Raleigh Capital Management Inc. 0.23% Add +7.6% 2,326 $539K
Silver Lake Advisory, LLC 0.13% Add +0.2% 2,319 $537K
Sapient Capital LLC 0.01% Reduce -4.6% 2,318 $537K
Catalyst Financial Partners LLC 0.12% Add +4.3% 2,303 $533K
Fiducient Advisors LLC 0.07% Add +1.1% 2,281 $528K
Physicians Financial Services, Inc. 0.17% No change 2,270 $526K
All Terrain Financial Advisors, LLC 0.22% No change 2,259 $523K
Addison Capital Co 0.23% No change 2,254 $522K
Birch Hill Investment Advisors LLC 0.03% No change 2,250 $521K
Estabrook Capital Management 0.08% Reduce -37.8% 2,244 $520K
Quantum Private Wealth, LLC 0.18% No change 2,240 $519K
Chapin Davis, Inc. 0.18% Add +9.1% 2,239 $518K
Dechtman Wealth Management, LLC 0.12% Add +0.3% 2,232 $517K
Wealth Architects, LLC 0.06% Reduce -0.9% 2,225 $515K
Palisades Hudson Asset Management, L.P. 0.24% No change 2,221 $514K
Columbia Bank 0.20% Reduce -0.9% 2,217 $513K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.4% 2,213 $513K
Ridgecrest Wealth Partners, LLC 0.31% No change 2,213 $512K
Sunburst Financial Group, LLC 0.14% Reduce -2.9% 2,212 $512K
Arista Wealth Management, LLC 0.13% New 2,212 $512K
Crumly & Associates Inc. 0.15% Add +3.3% 2,207 $511K
Delta Investment Management, LLC 0.11% Reduce -40.0% 2,205 $511K
Pettyjohn, Wood & White, Inc. 0.10% No change 2,203 $510K
Cypress Capital Group 0.06% Reduce -1.0% 2,202 $510K
Bangor Savings Bank 0.05% Add +5.2% 2,200 $509K
Phoenix Wealth Advisors 0.26% Add +6.9% 2,197 $508K
Cyndeo Wealth Partners, LLC 0.04% New 2,176 $504K
Rossmore Private Capital 0.07% Reduce -5.3% 2,174 $503K
Signature Wealth Management Partners, LLC 0.38% No change 2,171 $503K
M&R Capital Management Inc. 0.12% Reduce -2.4% 2,169 $502K
Accurate Wealth Management, LLC 0.12% Add +2.9% 2,055 $501K
Adirondack Trust Co. 0.20% Reduce -0.4% 2,163 $501K
Cadent Capital Advisors, LLC 0.20% Add +0.1% 2,161 $500K
Yarbrough Capital, LLC 0.02% No change 2,161 $500K
Herold Advisors, Inc. 0.12% Reduce -4.4% 2,152 $499K
Mystic Asset Management, Inc. 0.20% Reduce -0.9% 2,143 $496K
Morningstar Investment Management LLC 0.05% No change 2,132 $494K
Carnegie Investment Counsel 0.02% Reduce -36.6% 2,133 $494K
Simon Quick Advisors, LLC 0.03% Add +57.5% 2,121 $491K
Sand Hill Global Advisors, LLC 0.02% Add +76.8% 2,120 $491K
Prestige Wealth Management Group LLC 0.11% Add +210.3% 2,116 $490K
Opal Wealth Advisors, LLC 0.16% Reduce -1.4% 2,114 $489K
Dearborn Partners LLC 0.02% No change 2,114 $489K
Aberdeen Wealth Management LLC 0.33% No change 2,111 $489K
Smith, Moore & Co. 0.05% Add +10.5% 2,110 $489K
Flagship Private Wealth, LLC 0.29% Add +4.0% 2,106 $488K
Fairbanks Capital Management, Inc. 0.32% No change 2,101 $486K
Macroview Investment Management LLC 0.52% Reduce -0.6% 2,100 $486K
Security National Bank of So Dak 0.29% No change 2,100 $486K
Greylin Investment Management, Inc 0.09% Reduce -2.3% 2,100 $486K
U S Global Investors Inc. 0.05% New 2,100 $486K
Skye Global Management LP 0.01% New 2,100 $486K
Ellis Investment Partners, LLC 0.10% Reduce -29.4% 2,099 $486K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -0.2% 2,096 $485K
Axq Capital, LP 0.11% New 2,085 $483K
Blume Capital Management, Inc. 0.12% No change 2,084 $483K
Keel Point, LLC 0.04% Add +26.4% 2,017 $482K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +8.9% 2,081 $482K
HCR Wealth Advisors 0.07% Reduce -3.0% 2,075 $480K
Horizon Wealth Management, LLC 0.11% Reduce -7.8% 2,071 $479K
Waters Parkerson & Co., LLC 0.03% Reduce -28.9% 2,069 $479K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -32.9% 1,858 $479K
Capital Advisors Inc. 0.01% Add +5.4% 2,064 $478K
Relyea Zuckerberg Hanson LLC 0.08% Add +2.8% 2,058 $477K
Motco 0.03% Add +42.2% 2,055 $476K
Ranch Capital Advisors Inc. 0.25% Add +0.1% 2,055 $476K
Fort Washington Investment Advisors Inc. 0.00% No change 2,050 $475K
Brown, Lisle/Cummings, Inc. 0.15% No change 2,047 $474K
Claro Advisors Inc. 0.07% Add +34.7% 2,044 $473K
Sherbrooke Park Advisers LLC 0.08% New 2,041 $473K
Waddell & Associates, LLC 0.06% No change 2,036 $471K
Sutton Place Investors LLC 0.31% Add +0.8% 2,027 $469K
Hazlett, Burt & Watson, Inc. 0.24% Reduce -3.8% 2,026 $469K
Continuum Advisory, LLC 0.07% Reduce -0.9% 2,024 $469K
Precedent Wealth Partners, LLC 0.19% Add +15.0% 2,021 $468K
Members Trust Co 0.01% Reduce -0.3% 2,021 $468K
Capstone Investment Advisors, LLC 0.02% Reduce -60.1% 2,015 $467K
ORBA Wealth Advisors, L.L.C. 0.24% Add +0.5% 2,014 $466K
Whitener Capital Management, Inc. 0.14% No change 2,010 $465K
Agate Pass Investment Management, LLC 0.25% Reduce -8.1% 2,008 $465K
Caerus Investment Advisors, LLC 0.45% No change 2,000 $463K
Harbor Advisors LLC 0.08% No change 2,000 $463K
Clear Harbor Asset Management, LLC 0.04% No change 2,000 $463K
Cumberland Partners Ltd 0.03% No change 2,000 $463K
Magnolia Capital Management Ltd. 0.39% No change 2,000 $463K
Ruggaard & Associates LLC 0.21% Reduce -0.8% 1,995 $462K
AdvisorShares Investments LLC 0.08% Reduce -23.2% 1,973 $461K
Capital Square, LLC 0.30% Add +0.6% 1,884 $461K
Arax Advisory Partners 0.04% Add +10.5% 1,986 $460K
Toth Financial Advisory Corp. 0.06% Reduce -5.5% 1,979 $458K
Cassady Schiller Wealth Management, LLC 0.19% No change 1,976 $458K
Allen Investment Management, LLC 0.01% No change 1,976 $458K
KKM Financial LLC 0.22% No change 2,025 $455K
Quotient Wealth Partners, LLC 0.02% Add +13.7% 1,964 $455K
Sage Private Wealth Group, LLC 0.38% Reduce -14.4% 1,962 $454K
Arcataur Capital Management LLC 0.16% Reduce -1.0% 1,955 $453K
LMCG Investments, LLC 0.03% Reduce -5.8% 1,953 $452K
TrueWealth Advisors, LLC 0.17% Add +28.9% 1,950 $452K
Mechanics Financial Corp 0.23% No change 1,950 $452K
Curi Capital, LLC 0.01% Reduce -52.1% 1,945 $450K
Sunbelt Securities, Inc. 0.05% Reduce -0.1% 1,942 $450K
Independent Family Office, LLC 0.26% No change 1,932 $447K
Garrison Asset Management, LLC 0.24% Reduce -3.5% 1,931 $447K
Creative Financial Designs Inc. 0.04% Add +403.9% 1,930 $447K
McGlone Suttner Wealth Management, Inc. 0.09% Reduce -23.7% 2,384 $447K
Keudell/Morrison Wealth Management 0.13% Reduce -1.3% 1,927 $446K
Integrated Advisors Network LLC 0.02% Reduce -90.8% 1,927 $446K
Kozak & Associates, Inc. 0.11% Reduce -30.6% 1,890 $446K
Headlands Technologies LLC 0.05% Add +86.7% 1,910 $442K
Donaldson Capital Management, LLC 0.02% Reduce -1.5% 1,908 $442K
Soltis Investment Advisors LLC 0.05% Add +10.4% 1,905 $441K
White Knight Strategic Wealth Advisors, LLC 0.44% Add +0.1% 1,903 $441K
Forte Capital LLC 0.05% Reduce -16.2% 1,903 $441K
Diversified, LLC 0.05% Add +12.2% 1,902 $440K
Cairn Investment Group, Inc. 0.26% No change 1,900 $440K
Barton Investment Management 0.06% No change 1,900 $440K
Drucker Wealth 3.0, LLC 0.12% — 1,896 $439K
LaSalle St. Investment Advisors, LLC 0.22% Reduce -92.8% 1,897 $439K
Transcend Capital Advisors, LLC 0.03% Add +9.6% 1,881 $436K
Verity & Verity, LLC 0.05% No change 1,874 $434K
Rebalance, LLC 0.03% No change 1,858 $430K
Thompson Investment Management, Inc. 0.07% No change 1,856 $430K
Gateway Advisory, LLC 0.07% Reduce -3.2% 1,854 $429K
First Bancorp, Inc 0.32% Reduce -3.2% 1,850 $428K
626 Financial, LLC 0.25% Add +0.1% 1,833 $424K
Blueprint Investment Partners LLC 0.09% Reduce -5.3% 1,831 $424K
Thrive Wealth Management, LLC 0.08% Add +1.4% 1,827 $423K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -4.0% 1,825 $423K
StoneX Group Inc. 0.03% Add +66.6% 1,824 $422K
180 Wealth Advisors, LLC 0.07% Add +4.9% 1,769 $422K
Blue Fin Capital, Inc. 0.08% No change 1,824 $422K
Merrion Investment Management Co, LLC 0.29% No change 1,821 $422K
Prairieview Wealth Partners, LLC 0.36% No change 1,818 $421K
Weaver Capital Management LLC 0.14% New 1,818 $421K
Central Bank & Trust Co. 0.06% Reduce -9.5% 1,815 $420K
KPP Advisory Services LLC 0.11% Add +0.2% 1,810 $419K
Silverlake Wealth Management LLC 0.17% Reduce -18.8% 1,809 $419K
SYSTM Wealth Solutions LLC 0.09% Reduce -42.3% 1,807 $418K
Cromwell Holdings LLC 0.25% — 1,793 $415K
Exencial Wealth Advisors, LLC 0.02% Reduce -5.8% 1,786 $414K
Allred Capital Management, LLC 0.16% Reduce -2.9% 1,784 $413K
Richard W. Paul & Associates, LLC 0.16% Reduce -1.3% 1,775 $411K
OneAscent Financial Services LLC 0.06% Add +25.8% 1,776 $411K
Harbour Trust & Investment Management Co 0.05% No change 1,773 $411K
Missouri Trust & Investment Co 0.15% Reduce -0.6% 1,770 $410K
Nottingham Advisors, Inc. 0.05% No change 1,765 $409K
Wela Strategies, Inc. 0.19% Reduce -0.1% 1,764 $408K
Seven Mile Advisory 0.30% Reduce -15.9% 1,760 $408K
Round Rock Advisors LLC 0.10% Add +4.7% 1,758 $407K
Windsor Capital Management, LLC 0.13% Reduce -0.7% 1,756 $407K
Clearstead Trust, LLC 0.10% No change 1,744 $404K
Tobam 0.06% Reduce -29.9% 1,740 $403K
Kintra Wealth, LLC 0.28% New 1,734 $402K
Wealthquest Corp 0.04% No change 1,731 $401K
Integrated Investment Consultants, LLC 0.11% No change 1,757 $400K
Tennessee Valley Asset Management Partners 0.07% New 1,726 $400K
Means Investment Co., Inc. 0.05% Reduce -2.7% 1,714 $397K
Washington Trust Bank 0.04% Reduce -17.2% 1,700 $394K
Zevenbergen Capital Investments LLC 0.01% No change 1,700 $394K
Wealthspire Retirement, LLC 0.03% No change 1,694 $392K
Astoria Portfolio Advisors LLC. 0.14% Add +3.8% 1,687 $391K
Gitterman Wealth Management, LLC 0.15% No change 1,686 $390K
Angeles Wealth Management, LLC 0.04% Add +0.3% 1,685 $390K
Northside Capital Management, LLC 0.07% Reduce -6.8% 1,683 $390K
Birchcreek Wealth Management, LLC 0.22% Add +3.5% 1,681 $389K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.8% 1,681 $389K
Hyperion Capital Advisors LP 0.18% Reduce -22.9% 1,680 $389K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -26.1% 1,680 $389K
Heritage Investment Group, Inc. 0.05% No change 1,681 $389K
Burney Co./ 0.01% Add +5.7% 1,676 $388K
Investors Research Corp 0.09% No change 1,675 $388K
Worth Financial Advisory Group, LLC 0.25% Reduce -33.4% 1,675 $388K
Vista Investment Partners LLC 0.13% No change 1,664 $385K
Advus Financial Partners, LLC 0.12% Add +0.1% 1,663 $385K
LCNB Corp. 0.14% No change 1,662 $385K
Fagan Associates, Inc. 0.07% No change 1,660 $384K
Inscription Capital, LLC 0.06% No change 1,659 $384K
Vicus Capital 0.03% Add +26.1% 1,653 $383K
Rothschild Wealth LLC 0.12% Add +2.1% 1,653 $383K
Skba Capital Management LLC 0.06% No change 1,650 $382K
Eagle Bay Advisors LLC 0.23% Reduce -16.8% 1,650 $382K
Berger Financial Group, Inc 0.03% Add +0.2% 1,647 $381K
Zimmermann Investment Management & Planning LLC 0.13% New 1,647 $381K
Foster & Motley Inc. 0.03% Reduce -0.5% 1,646 $381K
Act Two Investors LLC 0.08% No change 1,645 $381K
Acorn Wealth Advisors, LLC 0.19% Add +1.9% 1,644 $381K
Accel Wealth Management 0.15% Reduce -5.6% 1,644 $381K
Regal Investment Advisors LLC 0.03% Add +7.7% 1,641 $380K
Howe & Rusling Inc. 0.03% Reduce -1.8% 1,638 $379K
McElhenny Sheffield Capital Management, LLC 0.13% Add +0.7% 1,635 $379K
Liberty Wealth Management LLC 0.07% Add +172.9% 4,168 $378K
Steigerwald, Gordon & Koch Inc. 0.05% No change 1,630 $377K
Centric Wealth Management 0.11% No change 1,534 $377K
Alpha Cubed Investments, LLC 0.02% Reduce -47.0% 1,626 $376K
Meadow Creek Wealth Advisors LLC 0.36% No change 1,625 $376K
Legacy Financial Strategies, LLC 0.09% Add +0.4% 1,592 $375K
Pure Financial Advisors, LLC 0.01% Add +0.6% 1,619 $375K
Sterling Investment Advisors, Ltd. 0.10% No change 1,618 $375K
Trustmark Bank Trust Department 0.03% Add +56.8% 1,613 $373K
Kolinsky Wealth Management, LLC 0.27% Add +2.4% 1,613 $373K
Forza Wealth Management, LLC 0.19% No change 1,608 $372K
Trilogy Capital Inc. 0.02% New 1,608 $372K
Peterson Wealth Services 0.13% Add +0.1% 1,608 $372K
Cornell Pochily Investment Advisors, Inc. 0.14% Add +0.1% 1,600 $371K
Alta Advisers Ltd 0.18% No change 1,600 $370K
Corus Family Wealth Advisors 0.32% No change 1,626 $370K
First Trust Investment Solutions L.P. 0.05% Add +31.6% 1,597 $370K
City Holding Co. 0.05% Reduce -2.7% 1,596 $370K
Wealth Group, Ltd. 0.26% Reduce -0.1% 1,595 $369K
Bahl & Gaynor LLC 0.00% Reduce -21.1% 1,590 $368K
Keebeck Wealth Management 0.05% No change 1,587 $367K
Norden Group LLC 0.07% Reduce -3.6% 1,585 $367K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -7.8% 1,581 $366K
Kelman-Lazarov, Inc. 0.07% No change 1,579 $366K
Bouchey Financial Group, Ltd. 0.03% Reduce -0.3% 1,580 $365K
Wealth Advisory Solutions, LLC 0.10% No change 1,576 $365K
Oxford Financial Group, LTD. LLC 0.02% Add +15.4% 1,572 $364K
Genesee Capital Advisors, LLC 0.18% New 1,567 $363K
Rockbridge Investment Management, LCC 0.05% No change 1,567 $363K
Formidable Asset Management, LLC 0.06% New 1,559 $361K
Walkner Condon Financial Advisors LLC 0.08% Reduce -32.7% 1,557 $361K
JFS Wealth Advisors, LLC 0.03% Reduce -0.1% 1,555 $360K
Hemington Wealth Management 0.12% Add +2.5% 1,556 $360K
Moneco Advisors, LLC 0.05% Add +1.7% 1,555 $360K
Shulman DeMeo Asset Management LLC 0.09% Add +0.3% 1,553 $360K
Amplius Wealth Advisors, LLC 0.04% No change 1,548 $358K
Bank of Marin 0.31% No change 1,545 $358K
Physician Wealth Advisors, Inc. 0.07% Add +6.4% 1,422 $355K
KFA Private Wealth Group, LLC 0.18% Add +2.2% 1,533 $355K
Annex Advisory Services, LLC 0.01% No change 1,528 $354K
Boit C F David 0.18% No change 1,525 $353K
Nicolet Advisory Services, LLC 0.03% Add +19.5% 1,477 $353K
Ariston Services Group 0.34% Reduce -0.3% 1,520 $352K
Davis R M Inc. 0.01% Reduce -18.4% 1,519 $352K
Davidson Trust Co. 0.24% Reduce -1.6% 1,514 $351K
MV Capital Management, Inc. 0.04% Add +0.7% 1,510 $350K
Northwest Bancshares, Inc. 0.06% No change 1,509 $349K
Keystone Financial Group 0.13% Reduce -7.8% 1,508 $349K
Quantum Portfolio Management LLC 0.20% Reduce -53.6% 1,507 $349K
Levy Wealth Management Group, LLC 0.09% Add +36.4% 1,504 $348K
Wimmer Associates 1, LLC 0.18% No change 1,500 $347K
First Personal Financial Services 0.08% Reduce -11.4% 1,500 $347K
Asset Advisors Investment Management, LLC 0.04% Reduce -6.3% 1,500 $347K
Professional Advisory Services Inc. 0.04% No change 1,500 $347K
Perennial Investment Advisors, LLC 0.05% Add +1.3% 1,498 $347K
CYBER HORNET ETFs LLC 0.38% Add +1.6% 1,496 $346K
OneAscent Wealth Management LLC 0.18% Add +26.9% 1,496 $346K
Capital Asset Advisory Services LLC 0.02% Reduce -0.3% 1,449 $345K
HHM Wealth Advisors, LLC 0.05% No change 1,486 $344K
Delta Asset Management LLC 0.03% No change 1,486 $344K
Walker Asset Management, LLC 0.23% Add +0.3% 1,486 $344K
Ascentis Independent Advisors 0.07% — 1,482 $343K
NORTHSTAR ASSET MANAGEMENT Co 0.08% Reduce -42.9% 1,475 $342K
Trust Co of the South 0.08% No change 1,474 $341K
Mattern Capital Management, LLC 0.05% Add +39.5% 1,474 $341K
Elevated Capital Advisors, LLC 0.10% Reduce -2.2% 1,472 $341K
First Business Financial Services, Inc. 0.04% Add +1.4% 1,468 $340K
Compass Ion Advisors, LLC 0.05% No change 1,490 $339K
First National Corp. /Ma/ 0.08% Add +20.7% 1,464 $339K
Whitaker-Myers Wealth Managers, LTD. 0.13% Add +18.8% 1,462 $339K
Five Oceans Advisors 0.18% Reduce -4.6% 1,461 $338K
Armstrong Advisory Group, Inc. 0.03% Reduce -7.1% 1,460 $338K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +51.5% 1,468 $338K
Aire Advisors, LLC 0.08% Reduce -8.9% 1,460 $338K
Sax Wealth Advisors, LLC 0.03% New 1,453 $336K
Crew Capital Management, Ltd 0.27% No change 1,445 $335K
Valley National Advisers Inc. 0.05% Reduce -0.2% 1,447 $334K
East Coast Asset Management, LLC. 0.12% No change 1,442 $334K
Sivia Capital Partners, LLC 0.22% Reduce -9.5% 1,440 $333K
Westover Capital Advisors, LLC 0.09% Reduce -1.4% 1,440 $333K
Financial Advisors, LLC 0.07% No change 1,440 $333K
First Financial Bank - Trust Division 0.03% Add +0.1% 1,435 $332K
Tillman Hartley LLC 0.11% Reduce -20.3% 1,434 $332K
Heritage Wealth Management, Inc. 0.11% — 1,409 $332K
Crescent Grove Advisors, LLC 0.04% Add +18.4% 1,432 $332K
Fairfield, Bush & Co. 0.20% No change 1,430 $331K
Sovereign Financial Group, Inc. 0.08% Reduce -3.9% 1,429 $331K
Lafayette Investments, Inc. 0.08% Reduce -16.6% 1,428 $331K
KLCM Advisors, Inc. 0.04% No change 1,428 $331K
Independent Solutions Wealth Management, LLC 0.08% Reduce -14.5% 1,426 $330K
Kimelman & Baird, LLC 0.03% — 1,425 $330K
Garner Asset Management Corp 0.12% Add +0.1% 1,421 $329K
Kowal Investment Group, LLC 0.07% Add +13.1% 1,417 $328K
Family Capital Management, Inc. 0.22% Add +0.2% 1,416 $328K
Patten Group, Inc. 0.08% Reduce -33.8% 1,416 $328K
CPC Advisors, LLC 0.05% No change 1,413 $327K
Koss-Olinger Consulting, LLC 0.03% New 1,414 $327K
Terra Nova Asset Management LLC 0.26% Add +0.3% 1,409 $326K
NFSG Corp 0.12% Add +47.4% 1,405 $325K
Sonora Investment Management Group, LLC 0.03% No change 1,426 $325K
Puzo Michael J 0.09% Reduce -6.7% 1,400 $324K
Obsidian Cio, LLC 0.08% Add +2.1% 1,394 $323K
Quantum Financial Advisors, LLC 0.06% No change 1,387 $321K
Strait & Sound Wealth Management LLC 0.16% Reduce -3.1% 1,382 $320K
Cooper Financial Group 0.05% New 1,379 $319K
Capital International Sarl 0.01% New 1,375 $318K
M3 Advisory Group, LLC 0.26% Add +46.7% 1,375 $318K
Drive Wealth Management, LLC 0.09% Add +2.8% 1,374 $318K
CIC Wealth, LLC 0.09% Reduce -9.6% 1,372 $318K
Hamilton Capital, LLC 0.02% Reduce -40.4% 1,369 $317K
17 Capital Partners, LLC 0.23% Reduce -2.3% 1,368 $317K
Strategy Asset Managers LLC 0.07% Add +9.7% 1,818 $317K
Legacy Private Trust Co. 0.02% No change 1,365 $316K
Pacific Capital Wealth Advisors, Inc. 0.06% Add +6.2% 1,364 $316K
Mayfair Advisory Group, LLC 0.21% Reduce -14.0% 1,323 $316K
Silver Oak Securities, Incorporated 0.05% Add +18.2% 1,358 $314K
Ancora Advisors LLC 0.01% No change 1,357 $314K
Houlihan Financial Resource Group, Ltd. 0.21% No change 1,357 $314K
Eagle Harbor Asset Management Inc. 0.34% No change 1,356 $314K
Colonial Trust Advisors 0.03% Reduce -1.3% 1,356 $314K
Savvy Advisors, Inc. 0.10% Add +33.0% 1,351 $313K
Burns J W & Co. Inc. 0.04% Reduce -0.2% 1,350 $313K
BTC Capital Management, Inc. 0.03% Reduce -2.0% 1,348 $312K
Plante Moran Financial Advisors, LLC 0.03% Reduce -3.0% 1,340 $310K
Advisors Management Group Inc. 0.08% Reduce -1.5% 1,339 $310K
Tyche Wealth Partners LLC 0.07% Add +0.1% 1,330 $308K
Fragasso Financial Advisors Inc 0.03% Reduce -31.5% 1,329 $308K
MJP Associates Inc. 0.06% Add +1.5% 1,323 $306K
Sittner & Nelson, LLC 0.15% Add +0.1% 1,321 $306K
Heritage Wealth Advisors 0.01% Reduce -62.9% 1,321 $306K
Hexagon Capital Partners LLC 0.07% Reduce -0.5% 1,317 $305K
Fidelity D & D Bancorp Inc. 0.23% No change 1,316 $305K
Great Diamond Partners, LLC 0.07% Reduce -1.4% 1,315 $304K
Summit Asset Management, LLC 0.04% No change 1,315 $304K
Duff & Phelps Investment Management Co. 0.00% Reduce -80.2% 1,313 $304K
BBR Partners, LLC 0.02% Reduce -4.9% 1,312 $304K
Heritage Financial Services, LLC 0.04% Reduce -1.2% 1,311 $304K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 1,306 $302K
Alpha Family Trust 0.18% No change 1,305 $302K
Hall Laurie J Trustee 0.11% No change 1,304 $302K
Certified Advisory Corp 0.04% Add +4.0% 1,303 $302K
Libra Wealth LLC 0.13% No change 1,300 $301K
Wexford Capital LP 0.08% Reduce -50.0% 1,300 $301K
Bayesian Capital Management, LP 0.03% Reduce -96.3% 1,300 $301K
FDx Advisors, Inc. 0.08% Reduce -46.4% 1,302 $301K
Arden Trust Co 0.04% Reduce -6.3% 1,297 $300K
Valmark Advisers, Inc. 0.01% Add +10.2% 1,297 $300K
Austin Wealth Management, LLC 0.07% Add +0.4% 1,245 $297K
Revolve Wealth Partners, LLC 0.05% Reduce -1.7% 1,282 $297K
North Star Asset Management Inc. 0.01% No change 1,279 $296K
One Wealth Advisors, LLC 0.06% Reduce -0.9% 1,245 $296K
4J Wealth Management LLC 0.24% No change 1,278 $296K
Stockman Wealth Management, Inc. 0.05% No change 1,276 $295K
Brandywine Oak Private Wealth LLC 0.03% Reduce -1.4% 1,274 $295K
Southeast Asset Advisors, LLC 0.04% Add +0.2% 1,270 $294K
EntryPoint Capital, LLC 0.14% Add +305.8% 1,270 $294K
Callan Capital, LLC 0.02% Add +5.5% 1,270 $294K
ETF Portfolio Partners, Inc. 0.09% No change 1,269 $294K
Capital Advisors, Ltd. LLC 0.04% Add +20.9% 1,266 $293K
Manchester Financial Inc. 0.07% New 1,264 $293K
Sandy Cove Advisors, LLC 0.13% Add +0.7% 1,262 $292K
IPG Investment Advisors LLC 0.06% Add +1.8% 1,252 $290K
E&G Advisors, LLC 0.09% Reduce -7.4% 1,250 $290K
Tanglewood Legacy Advisors, LLC 0.14% No change 1,247 $289K
Alera Investment Advisors, LLC 0.03% New 1,246 $289K
City State Bank 0.12% No change 1,245 $288K
Edgestream Partners, L.P. 0.01% Reduce -91.9% 1,243 $288K
Blue Square Asset Management, LLC 0.17% No change 1,240 $287K
KG Capital Management 0.10% New 1,240 $287K
Maia Wealth LLC 0.09% — 1,173 $286K
Hoxton Planning & Management, LLC 0.13% Add +0.4% 1,234 $286K
Northwest Wealth Management, LLC 0.07% Add +0.6% 1,233 $286K
Kapstone Financial Advisors LLC 0.19% Reduce -6.0% 1,227 $284K
Gryphon Financial Partners LLC 0.04% Add +12.4% 1,224 $284K
Centaurus Financial, Inc. 0.02% Add +0.1% 1,221 $283K
Heartwood Wealth Advisors LLC 0.03% No change 1,221 $283K
1620 Investment Advisors, Inc. 0.22% New 1,220 $282K
Heartland Bank & Trust Co 0.16% No change 1,220 $282K
Wealth Management Partners, LLC 0.14% Add +0.1% 1,220 $282K
Middleton & Co. Inc. 0.03% Reduce -3.9% 1,219 $282K
Firestone Capital Management 0.08% No change 1,215 $281K
Y.D. More Investments Ltd 0.03% Add +44.8% 1,216 $281K
Key Financial Inc 0.07% No change 1,213 $281K
Moss Adams Wealth Advisors LLC 0.04% Add +28.0% 1,211 $281K
State of Wyoming 0.05% Reduce -7.2% 1,204 $279K
Capital Market Strategies LLC 0.18% Add +8.2% 1,202 $278K
Omega Financial Group, LLC 0.11% No change 1,200 $278K
Merriman Wealth Management, LLC 0.01% Reduce -3.5% 1,192 $276K
Godsey & Gibb, Inc. 0.03% Reduce -11.3% 1,186 $275K
Family Firm, Inc. 0.06% Add +0.3% 1,182 $274K
Encompass Wealth Advisors, LLC 0.07% Add +0.8% 1,180 $273K
Montgomery Investment Management Inc. 0.11% No change 1,175 $272K
Baron Silver Stevens Financial Advisors, LLC 0.05% Reduce -10.2% 1,174 $272K
Alliance Wealth Advisors, LLC 0.08% Add +2.5% 1,173 $272K
Virtue Capital Management, LLC 0.05% Reduce -16.1% 1,094 $271K
Humankind Investments LLC 0.07% Reduce -4.6% 1,168 $270K
Private Capital Management LLC 0.05% Add +1.1% 1,167 $270K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -7.5% 1,167 $270K
1900 Wealth Management LLC 0.03% No change 1,166 $270K
Silvia McColl Wealth Management, LLC 0.22% No change 1,165 $270K
One Day In July LLC 0.03% Add +4.1% 1,164 $270K
Burton Enright Welch 0.06% Reduce -8.4% 1,162 $269K
James J. Burns & Company, LLC 0.05% New 1,159 $268K
DF Dent & Co. Inc. 0.00% No change 1,155 $267K
FLC Capital Advisors 0.07% No change 1,155 $267K
Regent Peak Wealth Advisors LLC 0.06% Add +0.3% 1,154 $267K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +2.4% 1,151 $267K
True North Advisors, LLC 0.07% No change 1,150 $266K
Tortoise Investment Management, LLC 0.03% No change 1,149 $266K
Weybosset Research & Management LLC 0.10% No change 1,150 $266K
Everpar Advisors LLC 0.13% Add +13.6% 1,147 $266K
CVA Family Office, LLC 0.05% Add +1.2% 1,147 $266K
Mendel Capital Management LLC 0.17% Add +0.3% 1,141 $264K
Voya Financial Advisors, Inc. 0.03% Add +2.9% 1,155 $264K
Balentine LLC 0.01% Reduce -83.5% 1,138 $264K
Buckley Wealth Management, LLC 0.08% Reduce -1.2% 1,137 $263K
Clifford Group, LLC 0.21% No change 1,136 $263K
Pathway Financial Advisers, LLC 0.09% Add +13.9% 1,139 $262K
West Family Investments, Inc. 0.08% Reduce -0.2% 1,133 $262K
Hudock, Inc. 0.05% No change 1,131 $262K
Kathmere Capital Management, LLC 0.03% Add +6.3% 1,129 $261K
Rosenberg Matthew Hamilton 0.08% No change 1,116 $261K
Breed's Hill Capital LLC 0.23% No change 1,123 $260K
Novare Capital Management LLC 0.02% Reduce -4.7% 1,122 $260K
Money Concepts Capital Corp. 0.02% Reduce -3.9% 1,116 $258K
Certuity, LLC 0.02% Reduce -44.5% 1,113 $258K
Capital Wealth Planning, LLC 0.00% Add +4.0% 1,112 $257K
Global Financial Private Client, LLC 0.11% Reduce -1.9% 1,111 $257K
Patton Albertson Miller Group, LLC 0.04% Add +26.1% 1,111 $257K
Fenimore Asset Management Inc 0.01% No change 1,105 $256K
Ehrlich Financial Group 0.20% Add +2.2% 1,102 $255K
Catalyst Funds Management Pty Ltd 0.07% Reduce -87.9% 1,100 $255K
Reinhart Partners, Llc. 0.01% No change 1,100 $255K
Howard Financial Services, LTD. 0.04% Add +1.4% 1,100 $255K
Cottonwood Capital Advisors, LLC 0.20% Reduce -12.4% 1,071 $255K
Truvestments Capital LLC 0.10% Add +0.1% 1,095 $254K
Vista Investment Management 0.10% Add +4.7% 1,092 $253K
NorthStar Asset Management LLC 0.18% Add +7.9% 1,092 $253K
Seeds Investor LLC 0.13% Add +13.8% 1,090 $252K
Paragon Capital Management Ltd 0.05% No change 1,087 $252K
Willner & Heller, LLC 0.24% Add +4.1% 1,087 $252K
Colton Groome Financial Advisors, LLC 0.10% No change 1,086 $251K
Glass Jacobson Investment Advisors llc 0.09% No change 1,085 $251K
Delta Financial Advisors LLC 0.10% Reduce -2.7% 1,081 $250K
Bristlecone Advisors, LLC 0.02% No change 1,076 $249K
Probity Advisors, Inc. 0.05% Reduce -0.1% 1,074 $249K
Quantbot Technologies LP 0.01% New 1,070 $248K
Campbell & CO Investment Adviser LLC 0.02% Reduce -49.4% 1,068 $247K
Capasso Planning Partners LLC 0.08% New 1,067 $247K
Nadler Financial Group, Inc. 0.03% No change 1,067 $247K
Rosenbaum Jay D. 1.42% No change 1,063 $246K
PCA Investment Advisory Services Inc. 0.13% Reduce -0.3% 1,063 $246K
Patrick M Sweeney & Associates, Inc. 0.20% Add +2.4% 1,062 $246K
Lineweaver Wealth Advisors, LLC 0.05% New 1,058 $245K
CJM Wealth Advisers, Ltd. 0.09% No change 1,049 $245K
Obsidian Personal Planning Solutions LLC 0.15% Reduce -1.8% 1,058 $245K
Family Asset Management, LLC 0.16% Add +9.1% 1,057 $245K
Blodgett Wealth Advisors, LLC 0.21% No change 1,056 $245K
Optas, LLC 0.06% Add +4.7% 1,055 $244K
Monterey Private Wealth, Inc. 0.09% New 1,051 $243K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -27.6% 1,050 $243K
AJOVista, LLC 0.70% No change 1,048 $243K
Hibernia Wealth Partners, LLC 0.08% New 1,048 $242K
Olympiad Research LP 0.18% New 1,047 $242K
Claris Advisors, LLC / Mo / 0.12% Add +1.8% 1,041 $241K
Old Port Advisors 0.07% New 1,040 $241K
Independence Bank of Kentucky 0.06% No change 1,040 $241K
MBL Wealth, LLC 0.03% Add +1.7% 1,037 $240K
Greenwich Wealth Management LLC 0.02% Reduce -1.2% 1,038 $240K
Davies Financial Advisors, Inc. 0.22% Add +1.7% 1,033 $239K
New Covenant Trust Company, N.A. 0.28% Reduce -7.4% 987 $239K
Apexium Financial, LP 0.02% No change 1,033 $239K
WR Wealth Planners, LLC 0.07% Add +9.8% 1,032 $239K
Shepherd Financial Partners LLC 0.03% Reduce -1.8% 1,028 $238K
XML Financial, LLC 0.02% Add +0.1% 1,026 $238K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.8% 1,025 $237K
Stonebridge Capital Management Inc. 0.10% No change 1,020 $236K
CRA Financial Services, LLC 0.05% No change 1,017 $235K
Baker Tilly Wealth Management, LLC 0.10% Reduce -76.9% 1,016 $235K
JNBA Financial Advisors 0.02% Reduce -26.0% 1,009 $234K
Saxony Capital Management, LLC 0.26% Add +9.2% 1,006 $233K
TFB Advisors LLC 0.08% Add +2.1% 1,006 $233K
Mine & Arao Wealth Creation & Management, LLC. 0.11% No change 1,005 $233K
Alesco Advisors, LLC, An ESL Co 0.01% Add +11.7% 1,005 $233K
Pinnacle West Asset Management, Inc. 0.18% No change 1,000 $232K
TrinityBridge Ltd 0.01% No change 1,001 $232K
Tang Capital Management LLC 0.02% New 1,001 $232K
Dempze Nancy E 0.16% New 1,000 $232K
One Plus One Wealth Management, LLC 0.13% Reduce -56.5% 1,000 $232K
Autumn Glory Partners, LLC 0.12% New 1,000 $232K
Princeton Capital Management LLC 0.08% Add +5.2% 1,000 $232K
Old Second National Bank of Aurora 0.06% No change 1,000 $232K
Marshall Wace, LLP 0.00% Add +100.0% 1,000 $232K
Monument Capital Management 0.07% Add +3.2% 997 $231K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.4% 993 $230K
AlphaStar Capital Management, LLC 0.02% New 984 $228K
Wedge Capital Management L L P 0.00% Reduce -12.7% 984 $228K
Aprio Wealth Management, LLC 0.04% Add +3.9% 982 $227K
Mirador Capital Partners LP 0.04% Reduce -24.8% 982 $227K
BIP Wealth, LLC 0.02% No change 982 $227K
FIL Ltd 0.00% Reduce -3.7% 982 $227K
NavPoint Financial, Inc. 0.20% No change 981 $227K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% Add +11.3% 981 $227K
Arbor Trust Wealth Advisors, LLC 0.12% Add +0.5% 980 $227K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -94.9% 980 $227K
Advisory Alpha, LLC 0.01% Add +5.0% 978 $226K
Abacus Planning Group, Inc. 0.04% Reduce -21.4% 977 $226K
Abel Hall, LLC 0.16% Add +4.2% 976 $226K
Cowa, LLC 0.12% No change 975 $226K
Fiduciary Alliance LLC 0.04% New 952 $225K
Royal Fund Management, LLC 0.03% Reduce -1.7% 969 $224K
Woodley Farra Manion Portfolio Management Inc. 0.01% Add +2.4% 966 $224K
Mezzasalma Advisors, LLC 0.10% Reduce -46.8% 966 $224K
Main Street Financial Solutions, LLC 0.02% Add +6.0% 962 $223K
Octavia Wealth Advisors, LLC 0.03% New 958 $222K
Apella Capital, LLC 0.01% Add +0.1% 931 $221K
First Nebraska Trust Co 0.02% No change 955 $221K
Harbor Group, Inc. 0.06% Add +0.2% 954 $221K
Port Capital LLC 0.01% Reduce -22.1% 950 $220K
Alan B Lancz & Associates, Inc. 0.22% — 950 $220K
Oarsman Capital, Inc. 0.05% Reduce -5.3% 948 $220K
Mill Creek Capital Advisors, LLC 0.01% New 947 $219K
Ackerman Capital Advisors, LLC 0.06% No change 946 $219K
Ausdal Financial Partners, Inc. 0.02% Add +0.4% 942 $218K
Woodward Diversified Capital, LLC 0.13% New 942 $218K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.7% 941 $218K
General Partner, Inc. 0.14% No change 936 $217K
PFG Private Wealth Management, LLC 0.13% Reduce -0.7% 933 $216K
Narus Financial Partners, LLC 0.09% Reduce -0.1% 933 $216K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 932 $216K
Barlow Wealth Partners, LLC 0.03% New 895 $216K
FWG Holdings, LLC 0.11% No change 871 $215K
Arkos Global Advisors 0.03% Reduce -56.1% 927 $215K
Driehaus Capital Management LLC 0.00% New 924 $214K
WT Wealth Management 0.07% No change 923 $214K
Edgemoor Investment Advisors, Inc. 0.02% No change 921 $213K
SevenBridge Financial Group, LLC 0.05% No change 921 $213K
Stephenson & Company, Inc. 0.16% No change 918 $213K
Meritage Portfolio Management 0.01% No change 909 $210K
Planning Directions Inc. 0.14% Add +0.2% 907 $210K
D'Orazio & Associates, Inc. 0.03% New 904 $209K
Accretive Wealth Partners, LLC 0.09% Add +0.4% 904 $209K
American Financial Advisors, LLC 0.03% Add +0.2% 903 $209K
Latitude Advisors, LLC 0.13% Reduce -0.9% 902 $209K
DecisionPoint Financial, LLC 0.07% No change 825 $209K
Allied Investment Advisors, LLC 0.05% New 900 $208K
Marietta Wealth Management, LLC 0.03% New 900 $208K
Talbot Financial, LLC 0.03% No change 900 $208K
World Investment Advisors 0.01% New 898 $208K
Kellett Wealth Advisors, LLC 0.17% New 898 $208K
German American Bancorp, Inc. 0.02% New 896 $207K
Foster Victor Wealth Advisors, LLC 0.02% New 831 $207K
Intrust Bank NA 0.02% Reduce -0.1% 895 $207K
Quadcap Wealth Management, LLC 0.04% New 893 $207K
Peachtree Investment Partners, LLC 0.08% New 893 $207K
First Heartland Consultants, Inc. 0.02% New 886 $205K
Nations Financial Group Inc, /Ia/ 0.02% New 884 $205K
West Branch Capital LLC 0.08% No change 884 $205K
N.E.W. Advisory Services LLC 0.02% New 877 $203K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -25.6% 874 $202K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.01% New 874 $202K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -58.1% 870 $202K
Lumbard & Kellner, LLC 0.10% New 870 $201K
Connecticut Wealth Management, LLC 0.01% Reduce -41.3% 870 $201K
DeDora Capital, Inc. 0.06% New 868 $201K
E Fund Management Co., Ltd. 0.01% New 865 $200K
ORG Partners LLC 0.02% New 851 $199K
Osterweis Capital Management Inc. 0.01% Reduce -12.6% 858 $199K
Versant Capital Management, Inc 0.05% Add +26.4% 832 $193K
Orion Capital Management LLC 0.10% No change 830 $192K
1832 Asset Management L.P. 0.00% Add +4.0% 827 $191K
First Financial Corp. 0.10% No change 827 $191K
Unique Wealth Strategies, LLC 0.09% New 829 $189K
New England Capital Financial Advisors LLC 0.11% Add +0.1% 813 $188K
Gilliland Jeter Wealth Management LLC 0.06% Add +4.9% 796 $184K
Kelly Financial Services LLC 0.06% Add +0.1% 784 $181K
Castleview Partners, LLC 0.10% Add +4.4% 776 $180K
Providence Capital Advisors, LLC 0.04% No change 770 $178K
Activest Wealth Management 0.06% Add +1273.2% 769 $178K
Financial Management Professionals, Inc. 0.02% Reduce -0.7% 764 $177K
Vestor Capital, LLC 0.01% No change 745 $173K
Semmax Financial Advisors Inc. 0.05% Reduce -1.0% 718 $172K
Fortitude Family Office, LLC 0.10% Add +80.6% 726 $168K
Slocum, Gordon & Co LLP 0.12% Add +51.8% 718 $166K
Cyrus J. Lawrence, LLC 0.03% No change 729 $166K
Westside Investment Management, Inc. 0.04% Add +2.7% 712 $163K
Addison Advisors LLC 0.05% Add +41.3% 701 $162K
Mascoma Wealth Management LLC 0.04% Reduce -13.5% 700 $162K
Chris Bulman Inc 0.11% — 688 $159K
Iron Horse Wealth Management, LLC 0.06% Add +587.0% 687 $159K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 688 $159K
First Community Trust NA 0.14% No change 685 $159K
Avion Wealth 0.04% Add +1.8% 667 $154K
Avalon Trust Co 0.01% Reduce -12.0% 661 $153K
Legacy Bridge, LLC 0.09% No change 640 $148K
WealthCollab, LLC 0.11% No change 638 $148K
Bogart Wealth, LLC 0.01% Add +31.7% 636 $147K
Western Pacific Wealth Management, LP 0.11% No change 634 $147K
Arlington Trust Co LLC 0.03% No change 633 $147K
Bruce G. Allen Investments, LLC 0.12% Reduce -5.6% 624 $144K
Deseret Mutual Benefit Administrators 0.07% Reduce -8.1% 622 $144K
Trifecta Capital Advisors, LLC 0.03% Reduce -7.5% 616 $143K
Kiely Wealth Advisory Group, Inc. 0.08% No change 600 $140K
Walleye Capital LLC 0.00% Reduce -99.7% 605 $140K
TFC Financial Management, Inc. 0.02% No change 604 $140K
Security National Bank 0.02% No change 600 $139K
LRI Investments, LLC 0.02% Add +47.6% 592 $137K
Strategic Investment Solutions, Inc. 0.04% — 581 $134K
First Pacific Financial 0.03% Reduce -1.1% 566 $131K
William B. Walkup & Associates, Inc. 0.09% — 565 $131K
Westchester Capital Management, Inc. 0.03% No change 560 $130K
West Paces Advisors Inc. 0.03% Reduce -5.0% 555 $129K
Cape Investment Advisory, Inc. 0.05% Add +1.9% 522 $121K
Register Financial Advisors LLC 0.06% No change 521 $121K
Tidemark, LLC 0.06% Add +7.0% 520 $120K
Mosaic Financial Group, LLC 0.08% Reduce -49.5% 509 $118K
Sound Income Strategies, LLC 0.01% Add +2.2% 507 $117K
Logan Capital Management Inc. 0.01% Add +25.8% 503 $116K
CSS LLC 0.03% New 500 $116K
Birchbrook, Inc. 0.07% No change 492 $114K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Reduce -18.3% 490 $113K
New Millennium Group LLC 0.07% New 490 $113K
Rise Advisors, LLC 0.06% Add +0.4% 472 $109K
JCIC Asset Management Inc. 0.04% No change 470 $109K
CNB Bank 0.05% Reduce -39.6% 458 $106K
Fairscale Capital, LLC 0.09% — 419 $105K
Pacific Center for Financial Services 0.03% No change 450 $104K
Tacita Capital Inc 0.07% No change 440 $102K
Financial Freedom, LLC 0.06% No change 440 $102K
PrairieView Partners, LLC 0.01% No change 440 $101K
Planning Capital Management Corp 0.07% No change 434 $100K
Salomon & Ludwin, LLC 0.01% Reduce -70.3% 429 $99K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.2% 415 $96K
Hantz Financial Services, Inc. 0.00% No change 408 $95K
AdvisorNet Financial, Inc 0.01% Add +0.2% 410 $95K
Gleason Group, Inc. 0.02% Add +0.3% 408 $94K
Creekmur Asset Management LLC 0.02% Reduce -4.5% 407 $94K
Field & Main Bank 0.03% No change 400 $93K
Ironwood Wealth Management, Inc. 0.05% No change 377 $90K
Pinnacle Bancorp, Inc. 0.03% No change 384 $89K
Concord Wealth Partners 0.02% Reduce -18.9% 382 $88K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 374 $87K
Bell Investment Advisors, Inc 0.02% Add +2.8% 369 $85K
Voisard Asset Management Group, Inc. 0.04% No change 355 $82K
Core Alternative Capital 0.02% No change 344 $80K
SWS Partners 0.02% New 333 $77K
Financial Connections Group, Inc. 0.04% No change 334 $77K
Hollencrest Capital Management 0.00% No change 327 $76K
GoalVest Advisory LLC 0.02% No change 326 $75K
Private Wealth Management Group, LLC 0.03% Add +0.3% 322 $75K
Mizuho Securities Co. Ltd. 0.17% New 320 $74K
Criterion Capital Advisors, LLC 0.05% No change 320 $74K
Northwest Capital Management Inc 0.03% Reduce -64.8% 313 $72K
Naples Money Management LLC 0.06% No change 301 $70K
Towne Trust Company, N.A 0.03% No change 302 $70K
FWL Investment Management, LLC 0.04% No change 300 $69K
WFA of San Diego, LLC 0.06% — 299 $69K
Stephens Consulting, LLC 0.02% Add +14.3% 295 $68K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 293 $68K
Hoese & Co LLP 0.06% No change 280 $67K
Financial Network Wealth Advisors LLC 0.05% New 290 $67K
Richardson Financial Services Inc. 0.05% No change 282 $65K
Mfa Wealth Advisors, LLC 0.01% New 281 $65K
Coston, McIsaac & Partners 0.02% No change 279 $64K
Beaird Harris Wealth Management, LLC 0.01% Reduce -45.9% 273 $63K
Global Wealth Strategies & Associates 0.02% No change 272 $63K
AllSquare Wealth Management LLC 0.04% No change 271 $63K
Beacon Capital Management, LLC 0.01% Add +18.9% 271 $63K
Covestor Ltd 0.04% Reduce -8.8% 269 $62K
Wiser Advisor Group LLC 0.10% Add +0.8% 262 $61K
BNP Paribas 0.00% Add +47.4% 258 $60K
ICA Group Wealth Management, LLC 0.03% Reduce -64.7% 250 $58K
Carmichael Hill & Associates, Inc. 0.02% No change 249 $58K
GW&K Investment Management, LLC 0.00% Add +29.6% 241 $56K
Institutional & Family Asset Management, LLC 0.01% Reduce -4.8% 239 $55K
Coppell Advisory Solutions LLC 0.01% — 238 $55K
Atlas Capital Advisors Inc. 0.01% Reduce -18.2% 234 $54K
Financial Perspectives, Inc 0.02% No change 230 $53K
Winthrop Capital Management, LLC 0.03% No change 230 $53K
Sachetta, LLC 0.02% Add +34.0% 205 $52K
Fairman Group, LLC 0.05% No change 220 $51K
Nixon Capital, LLC 0.02% No change 218 $50K
Glen Eagle Advisors, LLC 0.01% Add +3.3% 218 $50K
Gables Capital Management Inc. 0.02% Add +412.5% 205 $47K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 203 $47K
Founders Capital Management 0.03% New 200 $46K
Transcendent Capital Group LLC 0.03% No change 200 $46K
Chelsea Counsel Co. 0.02% No change 200 $46K
SRH Advisors, LLC 0.02% No change 200 $46K
CBIZ Investment Advisory Services, LLC 0.00% No change 200 $46K
Annapolis Financial Services, LLC 0.01% No change 199 $46K
Intelligent Financial Strategies 0.03% No change 194 $45K
POM Investment Strategies, LLC 0.03% New 183 $42K
Abound Wealth Management 0.01% Add +3.6% 171 $40K
Riverview Trust Co 0.04% No change 169 $39K
DHJJ Financial Advisors, Ltd. 0.02% Add +42.2% 165 $38K
WFA Asset Management Corp 0.02% Add +0.6% 162 $37K
Tradewinds Capital Management, LLC 0.01% Add +5.3% 158 $37K
Custom Portfolio Group LLC 0.03% No change 156 $36K
Scarborough Advisors, LLC 0.01% Add +9.0% 145 $34K
Tyler-Stone Wealth Management 0.01% No change 145 $34K
Nordwand Advisors, LLC 0.01% No change 135 $31K
GPS Wealth Strategies Group, LLC 0.00% No change 135 $31K
Main Street Group, LTD 0.01% Reduce -23.8% 131 $30K
Aviso Financial Inc. 0.00% — 131 $30K
Raffa Wealth Management, LLC 0.01% No change 130 $30K
Canton Hathaway, LLC 0.01% No change 130 $30K
Archer Investment Corp 0.01% No change 129 $30K
Vermillion & White Wealth Management Group, LLC 0.02% No change 128 $30K
Caitlin John, LLC 0.02% Add +22.3% 126 $29K
Bray Capital Advisors 0.01% No change 108 $25K
Valley Wealth Managers, Inc. 0.00% No change 105 $24K
Albion Financial Group 0.00% No change 103 $24K
Johnson Financial Group, Inc. 0.00% Reduce -3.8% 101 $23K
Delos Wealth Advisors, LLC 0.02% No change 100 $23K
BBJS Financial Advisors, LLC 0.01% New 100 $23K
Atticus Wealth Management, LLC 0.01% No change 100 $23K
Park Place Capital Corp 0.01% Add +3.1% 100 $23K
Stuart Chaussee & Associates, Inc. 0.01% No change 100 $23K
Operose Advisors LLC 0.01% No change 98 $23K
Front Row Advisors LLC 0.01% Reduce -4.8% 98 $23K
REAP Financial Group, LLC 0.01% No change 98 $23K
Investment Research & Advisory Group, Inc. 0.01% No change 96 $22K
Ruedi Wealth Management, Inc. 0.01% Add +4.4% 94 $22K
Janiczek Wealth Management, LLC 0.00% Add +3.4% 91 $21K
Cedar Wealth Management, LLC 0.01% No change 89 $21K
Rakuten Securities, Inc. 0.01% Reduce -62.1% 88 $20K
American Capital Advisory, LLC 0.01% No change 101 $19K
Wetzel Investment Advisors, Inc. 0.01% Add +33.3% 80 $18K
Geo Capital Gestora de Recursos Ltd 0.02% Reduce -98.7% 78 $18K
PFS Partners, LLC 0.01% No change 75 $17K
Cypress Capital, LLC 0.00% New 69 $16K
TruNorth Capital Management, LLC 0.01% New 67 $16K
Cranbrook Wealth Management, LLC 0.00% No change 63 $15K
Dunhill Financial, LLC 0.01% Add +1.6% 62 $14K
Abich Financial Wealth Management LLC 0.01% Add +103.3% 61 $14K
Rogco, LP 0.01% Reduce -26.8% 60 $14K
Frazier Financial Advisors, LLC 0.01% No change 58 $13K
SJS Investment Consulting Inc. 0.00% Reduce -1.8% 56 $13K
Valued Wealth Advisors LLC 0.01% Add +26.8% 52 $12K
ESL Trust Services, LLC 0.00% No change 50 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.6% 50 $12K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 47 $11K
Redmont Wealth Advisors LLC 0.02% No change 47 $11K
Pacifica Partners Inc. 0.00% Reduce -73.5% 45 $11K
New Age Alpha Advisors, LLC 0.01% New 44 $10K
Horrell Capital Management, Inc. 0.00% No change 44 $10K
HighMark Wealth Management LLC 0.01% No change 42 $10K
Stone House Investment Management, LLC 0.00% No change 42 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 42 $10K
Robinswood Financial LLC 0.00% No change 41 $9K
Carolinas Wealth Consulting LLC 0.00% Reduce -2.4% 40 $9K
Fairway Wealth LLC 0.01% New 39 $9K
Davis Capital Management 0.01% Add +192.3% 38 $9K
Elequin Capital, LP 0.01% New 38 $9K
Triad Wealth Partners, LLC 0.00% New 36 $8K
Timber Creek Capital Management LLC 0.00% No change 35 $8K
Baldwin Wealth Partners LLC 0.00% Add +337.5% 35 $8K
Dixon Mitchell Investment Counsel Inc. 0.00% New 35 $8K
Gold Investment Management Ltd. 0.00% No change 33 $8K
Strategic Financial Concepts, LLC 0.00% New 85,396 $7K
Red Tortoise LLC 0.00% No change 32 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +36.0% 34 $7K
Hoey Investments, Inc. 0.00% No change 30 $7K
ClariVest Asset Management LLC 0.00% Reduce -32.5% 27 $6K
Tsfg, LLC 0.00% No change 28 $6K
True Wealth Design, LLC 0.00% No change 25 $6K
First United Bank & Trust 0.00% No change 25 $6K
Atwood & Palmer Inc. 0.00% Reduce -55.8% 23 $5K
Pineridge Advisors LLC 0.00% Add +23.5% 21 $5K
Winch Advisory Services, LLC 0.00% No change 20 $5K
IFS Advisors, LLC 0.00% No change 20 $5K
Carolina Wealth Advisors, LLC 0.00% No change 16 $4K
BOK Financial Private Wealth, Inc. 0.00% No change 14 $3K
PayPay Securities Corp 0.23% Reduce -14.3% 12 $3K
Lynx Investment Advisory 0.00% — 12 $3K
FPC Investment Advisory, Inc. 0.00% No change 11 $3K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 10 $2K
Redwood Wealth Management Group, LLC 0.00% New 9 $2K
Aspect Partners, LLC 0.00% No change 9 $2K
Strengthening Families & Communities, LLC 0.00% New 8 $2K
HBC Financial Services, PLLC 0.00% New 7 $1K
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $695
Creative Capital Management Investments LLC 0.00% New 1 $232

"% of holder's portfolio" is AXP's weight in each manager's 13F, not the share of American Express Co. the manager owns.