American ExpressAXP

13F holders, Q3 2024 (September 30)
2,455holders +111
194new positions
94sold out
15famous investors
$271.05avg. 13F price*

At the end of Q3 2024, 2,455 institutions reported holding American Express Co. (AXP) in their 13F filings, up 111 from Q2 2024. 194 opened new positions and 94 sold out. The largest holders were Berkshire Hathaway ($41.1B), Vanguard Group Inc. ($12.2B) and BlackRock, Inc. ($11.5B). 15 famous investors held it, including Guy Spier (19.9% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Warren Buffett (15.4% of Berkshire Hathaway's portfolio) and Mario Gabelli (1.5% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions194$255.0M
Exits94$654.8M

All 13F filers, Q2 2024 → Q3 2024: 12,033,734 shares bought and 23,755,516 shares sold, net −11,721,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,455 holders

Berkshire Hathaway 15.44% No change 151,610,700 $41.1B
Vanguard Group Inc. 0.22% Reduce -0.1% 45,145,384 $12.2B
BlackRock, Inc. 0.24% — 42,527,628 $11.5B
State Street Corp. 0.32% Reduce -0.0% 29,279,243 $7.9B
Wellington Management Group LLP 0.76% Reduce -15.9% 16,073,972 $4.4B
JPMorgan Chase & Co. 0.34% Reduce -4.3% 15,641,718 $4.2B
Morgan Stanley 0.27% Reduce -1.0% 13,500,208 $3.7B
Geode Capital Management, LLC 0.25% Add +0.8% 11,483,512 $3.1B
FMR LLC 0.18% Add +8.5% 11,003,715 $3.0B
T. Rowe Price Associates Inc. 0.29% Add +2.9% 9,396,518 $2.5B
Massachusetts Financial Services Co. 0.75% Reduce -3.8% 9,193,401 $2.5B
Bank of America Corp. 0.21% Reduce -5.9% 8,961,332 $2.4B
Fisher Asset Management 0.96% Reduce -2.6% 8,665,409 $2.4B
Norges Bank 0.25% Add +4.1% 6,627,843 $1.8B
Northern Trust Corp. 0.26% Reduce -4.8% 5,869,324 $1.6B
Nuveen Asset Management, LLC 0.44% Reduce -15.7% 5,703,311 $1.5B
Invesco Ltd. 0.26% Reduce -2.2% 4,986,241 $1.4B
Artisan Partners Limited Partnership 1.98% Add +0.5% 4,863,701 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.32% Add +5.5% 4,606,986 $1.2B
Bank of New York Mellon Corp 0.23% Reduce -2.9% 4,561,984 $1.2B
Janus Henderson Group PLC 0.55% Add +0.8% 3,960,842 $1.1B
Legal & General Group Plc 0.28% Reduce -2.0% 3,910,510 $1.1B
Charles Schwab Investment Management Inc. 0.20% Reduce -1.1% 3,864,152 $1.0B
Goldman Sachs Group Inc. 0.20% Reduce -20.4% 3,814,404 $1.0B
Capital World Investors 0.15% Add +0.1% 3,629,294 $984.3M
Rothschild & Co Wealth Management UK Ltd 14.05% Reduce -8.9% 3,261,218 $884.4M
UBS Group AG 0.24% Add +11.9% 3,164,754 $858.3M
Alphinity Investment Management Pty Ltd 4.93% Add +14.5% 3,079,907 $835.3M
Dimensional Fund Advisors LP 0.19% Add +3.9% 2,926,085 $793.5M
Longview Partners (Guernsey) LTD 4.85% Add +0.0% 2,604,686 $706.4M
First Eagle Investment Management, LLC 1.45% Add +0.0% 2,597,888 $704.5M
Ameriprise Financial Inc. 0.17% Add +9.7% 2,504,582 $670.2M
TD Asset Management Inc 0.56% Reduce -3.4% 2,342,420 $634.9M
Barclays PLC 0.26% Reduce -2.4% 2,160,407 $585.9M
Deutsche Bank AG 0.24% Add +2.5% 2,143,070 $581.2M
Boston Partners 0.68% Reduce -0.7% 2,109,771 $572.1M
HSBC Holdings PLC 0.34% Add +2.4% 2,004,329 $543.1M
Nordea Investment Management AB 0.60% Add +3.0% 1,955,908 $526.8M
Amundi 0.19% Reduce -5.4% 1,930,656 $519.6M
Wells Fargo & Company 0.11% Add +3.1% 1,714,308 $464.9M
Swiss National Bank 0.30% Add +0.2% 1,708,579 $463.4M
Sumitomo Mitsui Trust Group, Inc. 0.32% Add +0.5% 1,682,959 $456.4M
Lazard Asset Management LLC 0.66% Reduce -42.0% 1,680,461 $455.7M
Smead Capital Management, Inc. 6.31% Add +3.5% 1,629,480 $441.9M
Royal Bank of Canada 0.09% Reduce -9.2% 1,522,179 $412.8M
Beutel, Goodman & Co Ltd. 1.94% Reduce -0.8% 1,451,592 $393.7M
Sustainable Growth Advisers, LP 1.58% Reduce -4.4% 1,372,188 $372.1M
California Public Employees Retirement System 0.25% Reduce -9.1% 1,335,349 $362.1M
Schroder Investment Management Group 0.37% Reduce -2.2% 1,310,511 $355.2M
Aberdeen Group plc 0.63% Add +2.2% 1,270,814 $343.4M
Capital Wealth Planning, LLC 3.15% Add +111757.5% 1,243,855 $337.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.35% Add +5.3% 1,197,080 $324.6M
Barrow Hanley Mewhinney & Strauss LLC 1.06% Reduce -2.4% 1,191,252 $323.1M
Bank of Montreal 0.15% Add +11.6% 1,170,447 $317.3M
National Pension Service 0.30% Add +15.9% 1,153,099 $312.7M
Rhumbline Advisers 0.28% Reduce -3.1% 1,130,104 $306.5M
First Trust Advisors LP 0.28% Reduce -3.2% 1,092,308 $296.2M
Corient Private Wealth LP 0.46% Reduce -2.8% 1,083,267 $293.8M
Pictet Asset Management Holding SA 0.32% Reduce -7.3% 1,080,577 $293.1M
PNC Financial Services Group, Inc. 0.19% Reduce -0.4% 1,076,530 $292.0M
Capital Research Global Investors 0.06% Add +52.1% 1,043,247 $282.9M
American Century Companies Inc. 0.16% Reduce -15.4% 987,238 $267.7M
Timucuan Asset Management Inc. 8.05% Reduce -1.1% 978,266 $265.3M
BNP Paribas Financial Markets 0.26% Reduce -3.5% 971,640 $263.5M
Epoch Investment Partners, Inc. 1.13% Reduce -7.0% 933,728 $253.2M
California State Teachers Retirement System 0.29% Reduce -0.6% 922,976 $250.3M
Public Employees Retirement Association of Colorado 0.91% Reduce -0.2% 849,893 $230.5M
Clearbridge Investments, LLC 0.18% Reduce -0.3% 846,284 $229.5M
Arrowstreet Capital, Limited Partnership 0.19% Add +60.1% 840,652 $228.0M
Troy Asset Management Ltd 7.02% Add +0.9% 820,843 $222.6M
Maj Invest Holding A/S 5.89% Reduce -21.0% 818,204 $221.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.22% Reduce -14.4% 773,528 $209.8M
W1M Investment Management Ltd 3.44% Reduce -0.3% 771,384 $209.2M
Canoe Financial LP 4.87% Reduce -15.0% 748,162 $202.8M
Raymond James & Associates 0.12% Add +9.5% 738,586 $200.3M
Blair William & Co. 0.58% Reduce -0.8% 732,198 $198.6M
Canada Pension Plan Investment Board 0.19% Reduce -37.8% 724,613 $196.5M
Envestnet Asset Management Inc. 0.06% Add +6.1% 721,679 $195.7M
Alliancebernstein L.P. 0.07% Reduce -32.3% 714,003 $193.6M
National Bank of Canada 0.26% Add +73.7% 707,381 $191.8M
New York State Common Retirement Fund 0.26% Reduce -12.7% 696,748 $189.0M
Los Angeles Capital Management LLC 0.75% Reduce -20.0% 683,238 $185.3M
Korea Investment CORP 0.43% Add +1.1% 674,026 $182.8M
Natixis Advisors, LLC 0.35% Reduce -7.8% 669,541 $181.6M
KBC Group NV 0.54% Reduce -39.3% 664,290 $180.2M
King Luther Capital Management Corp. 0.78% Reduce -0.2% 663,791 $180.0M
Principal Financial Group Inc. 0.10% Add +4.5% 653,012 $177.1M
Gabelli Funds LLC 1.29% Reduce -9.3% 652,371 $176.9M
LPL Financial LLC 0.08% Add +6.0% 639,199 $173.4M
AXA S.A. 0.50% Reduce -27.4% 620,499 $168.3M
Stifel Financial Corp. 0.18% Add +9.2% 615,554 $167.0M
Citigroup Inc. 0.15% Reduce -6.3% 597,850 $162.1M
Macquarie Group Ltd. 0.17% Reduce -19.8% 589,845 $160.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.40% Add +13.3% 588,748 $159.7M
Franklin Resources Inc. 0.05% Add +6.5% 575,969 $159.3M
Clark Capital Management Group, Inc. 1.06% Add +2.8% 571,614 $155.0M
Russell Investments Group, Ltd. 0.22% Add +5.7% 568,596 $154.2M
HighTower Advisors, LLC 0.23% Add +8.7% 563,787 $152.9M
GAMCO Investors 1.52% Reduce -3.3% 547,713 $148.5M
Robeco Institutional Asset Management B.V. 0.29% Add +2.0% 547,051 $148.4M
Rockefeller Capital Management L.P. 0.40% Reduce -2.3% 545,605 $147.9M
1832 Asset Management L.P. 0.25% Add +65849.1% 545,399 $147.9M
Brown Advisory Inc. 0.19% Reduce -2.3% 545,024 $147.8M
State Board of Administration of Florida Retirement System 0.28% Reduce -3.8% 541,713 $146.9M
New York State Teachers Retirement System 0.30% Reduce -4.6% 534,980 $145.1M
Caisse de depot et placement du Quebec 0.29% Add +13.5% 534,851 $145.1M
First Manhattan Co. Llc. 0.43% Reduce -1.5% 534,352 $144.9M
Douglas Lane & Associates, LLC 1.99% Reduce -7.7% 532,686 $144.5M
Adage Capital Partners Gp, L.L.C. 0.24% Add +1.4% 509,388 $138.1M
M&G PLC 0.84% Add +2.1% 501,226 $135.8M
Victory Capital Management Inc. 0.13% Reduce -9.1% 500,311 $135.7M
Markel Group 1.18% No change 484,250 $131.3M
Thrivent Financial for Lutherans 0.24% Reduce -1.6% 456,391 $123.8M
US Bancorp \de 0.16% Add +1.4% 450,420 $122.2M
Focused Investors LLC 3.71% Reduce -1.8% 450,400 $122.1M
D. E. Shaw & Co. 0.17% Reduce -45.9% 445,179 $120.7M
NorthCoast Asset Management LLC 0.84% Reduce -35.4% 453,126 $120.0M
Manufacturers Life Insurance Company, The 0.10% Reduce -2.0% 437,588 $118.7M
Prudential Financial Inc. 0.17% Add +18.2% 436,247 $118.3M
Allianz Asset Management GmbH 0.18% Reduce -38.8% 424,754 $115.2M
Cacti Asset Management LLC 8.49% No change 428,186 $114.0M
Chevy Chase Trust Holdings, LLC 0.35% Reduce -1.6% 419,373 $113.7M
Brandywine Global Investment Management, LLC 0.76% Add +4.4% 406,038 $112.3M
Ensign Peak Advisors, Inc 0.20% Reduce -7.9% 412,484 $111.9M
Dodge & Cox 0.06% Reduce -1.4% 410,665 $111.4M
SG Americas Securities, LLC 0.43% Add +108.6% 410,376 $111.3M
Swedbank AB 0.14% Add +1.4% 408,679 $110.8M
Beck Mack & Oliver LLC 2.07% Add +4.6% 392,260 $106.4M
Sei Investments Co. 0.14% Add +19.0% 391,808 $106.3M
Storebrand Asset Management As 0.33% Add +0.3% 391,646 $106.2M
Retirement Systems of Alabama 0.40% Reduce -6.5% 389,660 $105.7M
Aviva PLC 0.28% Add +2.3% 388,695 $105.4M
Crawford Investment Counsel Inc. 1.79% Reduce -2.9% 385,589 $104.6M
Public Sector Pension Investment Board 0.56% Add +50.4% 384,003 $104.1M
Danske Bank A/S 0.35% Add +2.1% 383,312 $104.0M
Neuberger Berman Group LLC 0.08% Add +1.3% 373,965 $101.4M
Heard Capital LLC 5.69% Reduce -0.9% 373,927 $101.4M
Millennium Management 0.09% Add +336.8% 370,632 $100.5M
Mitsubishi UFJ Trust & Banking Corp 0.22% Reduce -15.3% 358,423 $97.2M
State of Wisconsin Investment Board 0.24% Reduce -18.7% 354,483 $96.1M
Atalanta Sosnoff Capital, LLC 2.06% Reduce -0.6% 354,058 $96.0M
Harris Associates (Oakmark Funds) 0.16% Reduce -62.5% 349,545 $94.8M
Great Lakes Advisors, LLC 0.79% Add +2.4% 349,326 $94.7M
CI Investments Inc. 0.36% Reduce -2.4% 346,092 $93.9M
Bowen Hanes & Co. Inc. 2.42% Reduce -0.5% 339,894 $92.2M
Keybank National Association 0.35% Add +1.5% 337,573 $91.5M
Candriam S.C.A. 0.53% Reduce -6.3% 336,242 $91.2M
Glenmede Trust Co. NA 0.43% Reduce -1.0% 329,663 $89.4M
Walleye Trading LLC 2.15% Add +68.0% 329,589 $89.4M
Asset Management One Co., Ltd. 0.31% Add +2.4% 321,886 $87.3M
Citadel Advisors 0.09% Reduce -29.9% 321,255 $87.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.26% Add +0.9% 320,188 $86.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.93% Add +4.7% 319,726 $86.7M
Commonwealth Equity Services, LLC 0.13% Add +5.0% 312,804 $84.8M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -0.4% 309,259 $83.9M
Treasurer of the State of North Carolina 0.33% Reduce -1.1% 302,049 $81.9M
Hosking Partners LLP 3.16% Reduce -3.4% 301,662 $81.8M
Toronto Dominion Bank 0.14% Add +27.8% 301,155 $81.7M
Davis Selected Advisers 0.44% Reduce -21.0% 287,548 $78.0M
Teacher Retirement System of Texas 0.35% Reduce -13.5% 274,522 $74.5M
Nisa Investment Advisors, LLC 0.44% Add +3.6% 274,192 $74.4M
Susquehanna International Group, LLP 0.13% Add +39.1% 266,627 $72.3M
Nomura Asset Management Co. Ltd. 0.22% Add +5.8% 263,194 $71.4M
Cibc World Market Inc. 0.16% Add +58.2% 262,241 $71.1M
Vaughan David Investments LLC 1.60% Reduce -0.9% 256,812 $69.6M
Cibc World Markets Corp. 0.50% Add +24.2% 254,243 $69.0M
Equity Investment Corp. 1.59% Reduce -1.5% 252,169 $68.4M
Eastern Bank 1.20% Add +221.0% 246,477 $66.8M
Truist Financial Corp. 0.10% Add +0.6% 242,152 $65.7M
Royal London Asset Management Ltd. 0.16% Add +1.7% 239,011 $64.8M
Man Group plc 0.19% Reduce -22.3% 237,478 $64.4M
State of Tennessee, Department of Treasury 0.23% Reduce -1.8% 237,299 $64.4M
Credit Agricole S A 0.33% Add +16.4% 234,936 $63.7M
STRS Ohio 0.24% Reduce -10.4% 234,356 $63.6M
Parallax Volatility Advisers, L.P. 1.89% Reduce -26.3% 231,179 $62.7M
Cornerstone Investment Partners, LLC 3.08% Reduce -5.8% 229,990 $62.4M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +554.3% 229,000 $62.1M
Fayez Sarofim & Co 0.16% Reduce -12.4% 226,755 $61.5M
Mn Services Vermogensbeheer B.V. 0.43% Reduce -2.1% 225,512 $61.2M
PEAK6 Investments LLC 3.05% Add +42.2% 224,609 $60.9M
Employees Retirement System of Texas 0.62% No change 224,300 $60.8M
Federated Hermes, Inc. 0.13% Add +2.7% 223,908 $60.7M
Boston Trust Walden Corp 0.42% Reduce -1.0% 220,639 $59.8M
Mairs & Power Inc. 0.56% Reduce -4.2% 218,028 $59.1M
CIBC Private Wealth Group LLC 0.11% Add +1.5% 216,430 $58.7M
Handelsbanken Fonder AB 0.23% Add +2.7% 216,303 $58.7M
Walleye Capital LLC 0.68% Add +35097.8% 212,947 $57.8M
State of New Jersey Common Pension Fund D 0.24% No change 212,895 $57.7M
Aquamarine Capital (Aquamarine Zurich) 19.94% No change 210,000 $57.0M
Northwestern Mutual Wealth Management Co. 0.05% Add +1.6% 209,337 $56.8M
Calamos Advisors LLC 0.39% Reduce -1.0% 207,496 $56.3M
ProShare Advisors LLC 0.14% Reduce -6.8% 207,379 $56.2M
Raymond James Financial Services Advisors, Inc. 0.07% Add +3.1% 206,749 $56.1M
Janney Montgomery Scott LLC 0.15% Add +17.7% 204,358 $55.4M
Holocene Advisors, LP 0.22% Add +371.3% 202,705 $55.0M
Zacks Investment Management 0.48% New 201,950 $54.8M
Pensioenfonds Rail & Ov 3.77% Add +22.6% 200,179 $54.3M
Allianz SE 1.46% Reduce -0.0% 198,593 $53.9M
Fifth Third Bancorp 0.19% Add +4.8% 197,897 $53.7M
Alberta Investment Management Corp 0.49% No change 197,800 $53.6M
Cohen Klingenstein LLC 1.84% No change 194,922 $52.9M
Schwerin Boyle Capital Management Inc. 5.48% Reduce -7.4% 192,848 $52.3M
Rafferty Asset Management, LLC 0.18% Reduce -4.7% 190,403 $51.6M
GFI Investment Counsel Ltd. 5.91% Add +4.7% 187,824 $50.9M
Teachers Retirement System of the State of Kentucky 0.44% Reduce -12.7% 187,004 $50.7M
Roffman Miller Associates Inc. 3.04% Reduce -0.8% 183,492 $49.8M
AQR Capital Management 0.07% Add +69.2% 184,725 $49.7M
Border to Coast Pensions Partnership Ltd 1.00% Reduce -8.1% 181,754 $49.1M
Resona Asset Management Co.,Ltd. 0.28% Reduce -1.6% 180,827 $49.0M
Ninety One UK Ltd 0.13% Reduce -2.3% 179,635 $48.7M
ZWJ Investment Counsel Inc. 1.97% Add +0.0% 177,434 $48.1M
Pinebridge Investments, L.P. 0.36% Add +34.0% 175,925 $47.7M
Dundas Partners LLP 3.40% Add +4.1% 174,436 $47.3M
M&T Bank Corp 0.16% Reduce -0.6% 173,950 $47.2M
Osaic Holdings, Inc. 0.11% Add +6.0% 173,317 $47.0M
Twin Tree Management, LP 1.09% Add +45.6% 172,168 $46.7M
Central Securities Corp 4.47% Reduce -15.0% 170,000 $46.1M
Voya Investment Management LLC 0.06% Reduce -27.3% 169,937 $46.1M
Forsta Ap-Fonden 0.35% Add +8.1% 169,800 $46.0M
Heritage Investors Management Corp. 1.53% Reduce -3.1% 168,986 $45.8M
Johnson Investment Counsel Inc. 0.45% Reduce -4.1% 168,563 $45.7M
Clarkston Capital Partners, LLC 0.84% Reduce -1.9% 167,622 $45.5M
Pinnacle Financial Partners Inc 0.90% Add +0.7% 165,664 $44.9M
Arizona State Retirement System 0.28% Reduce -1.2% 165,050 $44.8M
Iron Gate Global Advisors LLC 6.22% Add +1.1% 164,163 $44.5M
Comerica Bank 0.18% Add +7.2% 163,730 $44.4M
Lord, Abbett & Co. LLC 0.14% Reduce -39.2% 163,547 $44.4M
Corebridge Financial, Inc. 0.24% Reduce -3.7% 163,471 $44.3M
Delta Global Management LP 2.95% New 161,885 $43.9M
Creative Planning 0.04% Add +4.8% 161,031 $43.7M
J. L. Bainbridge & Co., Inc. 4.21% Reduce -0.7% 160,081 $43.4M
Cookson Peirce & Co. Inc. 2.03% Add +1020.0% 159,878 $43.4M
Cambiar Investors LLC 1.66% Reduce -1.5% 158,784 $43.1M
Barr E S & Co. 2.68% Reduce -0.8% 158,089 $42.9M
Flossbach Von Storch SE 0.17% Reduce -22.7% 157,659 $42.8M
Focus Partners Wealth 0.13% Reduce -1.0% 155,862 $42.2M
MetLife Investment Management, LLC 0.24% Reduce -3.6% 155,614 $42.2M
DekaBank Deutsche Girozentrale 0.08% Reduce -3.8% 155,374 $41.9M
State of Michigan Retirement System 0.21% Reduce -1.7% 152,977 $41.5M
Todd Asset Management LLC 0.96% Reduce -18.7% 151,767 $41.2M
Martingale Asset Management L P 0.94% Reduce -14.8% 151,493 $41.1M
Cerity Partners LLC 0.09% Add +23.9% 150,765 $40.9M
Captrust Financial Advisors 0.12% Add +2.8% 148,832 $40.4M
Baird Financial Group, Inc. 0.08% Reduce -14.0% 148,692 $40.3M
Daiwa Securities Group Inc. 0.19% Add +5.2% 147,573 $40.0M
Cetera Investment Advisers 0.09% Add +7.5% 143,887 $39.0M
Mediolanum International Funds Ltd 0.54% Add +10.3% 143,167 $38.7M
Mariner, LLC 0.07% Add +3.2% 141,341 $38.3M
Aureus Asset Management, LLC 2.49% Reduce -14.5% 140,099 $38.0M
Douglass Winthrop Advisors, LLC 0.72% Reduce -1.1% 138,776 $37.6M
Cullen/Frost Bankers, Inc. 0.51% Reduce -2.0% 137,271 $37.2M
Bradley Foster & Sargent Inc. 0.62% Reduce -1.4% 136,490 $37.0M
Huntington National Bank 0.36% Reduce -1.8% 136,118 $36.9M
Regions Financial Corp. 0.26% Reduce -0.9% 133,648 $36.2M
Pinnacle Associates Ltd. 0.61% Add +2.4% 192,814 $36.1M
Advisors Asset Management, Inc. 0.66% Reduce -5.1% 132,198 $35.9M
Schaper Benz & Wise Investment Counsel Inc. 2.83% Add +0.5% 130,719 $35.5M
Williams Jones Wealth Management, LLC. 0.41% Reduce -14.1% 130,055 $35.3M
Steward Partners Investment Advisory, LLC 0.32% Add +27.4% 129,211 $35.0M
Commerce Bank 0.21% Reduce -2.2% 128,700 $34.9M
Mill Capital Management, LLC 2.71% Add +0.3% 127,982 $34.7M
Varma Mutual Pension Insurance Co 0.27% Reduce -4.4% 126,635 $34.2M
Edgar Lomax Co. 2.08% Reduce -1.5% 125,765 $34.1M
Federation des caisses Desjardins du Quebec 0.17% Reduce -16.4% 124,184 $33.7M
Greatmark Investment Partners, Inc. 4.51% Reduce -1.5% 122,756 $33.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Reduce -2.0% 122,259 $33.2M
Allworth Financial LP 0.20% Reduce -2.4% 121,108 $32.8M
Smith Group Asset Management, LLC 2.70% Add +1.4% 120,186 $32.6M
Intech Investment Management LLC 0.36% Add +126.6% 119,999 $32.5M
HRT Financial LP 0.16% Add +162.4% 119,894 $32.5M
IFM Investors Pty Ltd 0.31% Reduce -1.1% 119,719 $32.5M
Maple Capital Management, Inc. 2.47% Add +0.8% 119,636 $32.4M
Destination Wealth Management 1.01% Reduce -3.0% 119,582 $32.4M
Country Trust Bank 0.79% Reduce -14.4% 119,173 $32.3M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -27.8% 118,909 $32.2M
Chilton Capital Management LLC 1.34% Reduce -1.0% 118,558 $32.2M
Qube Research & Technologies Ltd 0.06% Reduce -84.2% 117,471 $31.9M
USS Investment Management Ltd 0.23% Reduce -3.6% 116,126 $31.5M
Amalgamated Bank 0.26% Reduce -1.4% 116,041 $31.5M
QRG Capital Management, Inc. 0.34% Add +53.2% 115,762 $31.4M
Clifford Swan Investment Counsel LLC 1.11% Reduce -0.8% 115,019 $31.2M
Czech National Bank 0.31% Add +5.7% 114,408 $31.0M
Foster Dykema Cabot & Partners, LLC 2.60% Reduce -1.7% 114,365 $31.0M
Balyasny Asset Management L.P. 0.08% Add +298.1% 113,883 $30.9M
Pathstone Holdings, LLC 0.14% Add +0.2% 113,245 $30.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +25.1% 112,159 $30.4M
Thomasville National Bank 2.22% Add +0.9% 110,446 $30.0M
Factory Mutual Insurance Co. 0.30% Reduce -1.6% 108,500 $29.4M
Braun Stacey Associates Inc. 1.11% Reduce -0.7% 107,992 $29.3M
Capital Investment Advisors, LLC 0.60% Reduce -3.7% 106,641 $28.9M
CIBC Asset Management Inc 0.09% Add +4.8% 106,158 $28.8M
Paralel Advisors LLC 1.24% No change 105,000 $28.5M
Noesis Capital Mangement Corp. 5.58% Add +4.1% 103,625 $28.1M
Vest Financial, LLC 0.54% Add +6.5% 102,447 $27.8M
DNB Asset Management AS 0.13% Reduce -21.1% 102,435 $27.8M
UniSuper Management Pty Ltd 0.21% Add +0.4% 102,274 $27.7M
Dana Investment Advisors, Inc. 0.92% Reduce -8.0% 101,971 $27.7M
Cresset Asset Management, LLC 0.11% Add +3.4% 101,867 $27.6M
AMF Tjanstepension AB 0.20% No change 100,833 $27.4M
Bartlett & Co. Wealth Management LLC 0.39% Reduce -0.3% 100,676 $27.3M
Crossmark Global Holdings, Inc. 0.49% Add +2.6% 100,627 $27.3M
United Capital Financial Advisors, LLC 0.22% Reduce -1.7% 100,305 $27.2M
Xponance LLC 0.26% Add +0.0% 100,207 $27.2M
Tweedy, Browne Co LLC 1.29% Reduce -3.9% 100,037 $27.1M
Henshaw Capital LLC 1.12% Add +0.5% 98,805 $26.8M
Investment House LLC 1.45% Add +0.7% 98,787 $26.8M
Rheos Capital Works Inc. 1.40% Add +19.4% 98,700 $26.8M
GMO 0.08% Reduce -92.2% 98,421 $26.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.27% — 97,663 $26.5M
Andra AP-fonden 0.38% Reduce -0.1% 96,148 $26.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.16% Reduce -12.9% 96,052 $26.0M
Bragg Financial Advisors, Inc 1.07% Reduce -1.6% 95,735 $26.0M
Tiaa Trust, National Association 0.08% Add +2.2% 95,512 $25.9M
Quilter Plc 0.53% Reduce -5.6% 95,427 $25.9M
Utah Retirement Systems 0.28% Reduce -0.6% 92,922 $25.2M
Chesley Taft & Associates LLC 1.20% Reduce -1.9% 92,509 $25.1M
Franklin Street Advisors Inc. 1.68% Reduce -9.1% 91,670 $24.9M
Welch & Forbes LLC 0.31% Add +0.4% 89,774 $24.3M
TD Waterhouse Canada Inc. 0.20% Add +16.7% 90,225 $24.2M
Fiduciary Trust Co 0.33% Reduce -0.9% 88,034 $23.9M
Squarepoint Ops LLC 0.08% Reduce -63.9% 86,869 $23.6M
PGGM Investments 0.30% Add +30.4% 86,766 $23.5M
Citizens Financial Group Inc. 0.47% Reduce -1.3% 86,541 $23.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -2.3% 86,249 $23.4M
NorthCrest Asset Manangement, LLC 0.69% Add +2.6% 84,179 $22.8M
Cobblestone Capital Advisors LLC 1.27% Reduce -2.2% 83,594 $22.7M
Beacon Pointe Advisors, LLC 0.26% Reduce -0.7% 83,555 $22.7M
New York Life Investment Management LLC 0.22% Reduce -4.4% 83,498 $22.6M
Bank of Nova Scotia 0.05% Reduce -77.3% 82,471 $22.4M
MML Investors Services, LLC 0.08% Add +5.2% 81,343 $22.1M
HM Payson & Co. 0.38% Reduce -0.7% 81,314 $22.1M
Baxter Bros Inc. 2.81% Reduce -1.6% 79,827 $21.6M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +7.1% 79,497 $21.5M
Kestra Advisory Services, LLC 0.12% Reduce -13.0% 79,010 $21.4M
CANADA LIFE ASSURANCE Co 0.04% Add +0.9% 78,928 $21.4M
Founders Capital Management, LLC 3.74% Reduce -1.9% 78,730 $21.4M
Orion Porfolio Solutions, LLC 0.21% Reduce -8.7% 78,313 $21.2M
Orion Portfolio Solutions, LLC 0.21% Reduce -8.7% 78,313 $21.2M
Brookstone Capital Management 0.31% Add +10.0% 78,281 $21.2M
Yousif Capital Management, LLC 0.23% Reduce -2.5% 78,011 $21.2M
Abner Herrman & Brock LLC 2.54% Reduce -1.2% 77,608 $21.0M
Swiss Life Asset Management Ltd 0.24% Reduce -8.3% 76,968 $20.9M
Mesirow Financial Investment Management, Inc. 0.39% Add +0.6% 75,192 $20.4M
Marco Investment Management LLC 1.73% Add +0.6% 73,704 $20.0M
NewEdge Advisors, LLC 0.13% Add +14.3% 73,168 $19.8M
Exchange Traded Concepts, LLC 0.47% Add +0.7% 72,872 $19.8M
B. Metzler seel. Sohn & Co. Holding AG 0.20% — 72,637 $19.7M
B. Metzler seel. Sohn & Co. AG 0.20% Reduce -3.9% 72,637 $19.7M
O'shaughnessy Asset Management, LLC 0.18% Add +14.3% 71,232 $19.7M
Prudential PLC 0.10% Reduce -0.9% 72,565 $19.7M
Hancock Whitney Corp. 0.63% Reduce -0.3% 72,373 $19.6M
LVM Capital Management Ltd. 2.21% No change 83,787 $19.4M
Drexel Morgan & Co. 3.57% No change 70,918 $19.2M
Allen Mooney & Barnes Investment Advisors LLC 3.27% Reduce -2.7% 70,868 $19.2M
Nissay Asset Management Corp. /Japan 0.12% Add +1.3% 70,831 $19.2M
Galvin, Gaustad & Stein, LLC 1.73% Add +1.5% 70,640 $19.2M
Banco Santander, S.A. 0.23% Reduce -1.0% 70,501 $19.1M
Penserra Capital Management LLC 0.41% Reduce -9.1% 70,163 $19.0M
CW Advisors, LLC 0.25% Add +55.8% 69,557 $18.9M
Mutual of America Capital Management LLC 0.20% Reduce -3.5% 69,161 $18.8M
Whittier Trust Co. 0.25% Reduce -1.4% 68,869 $18.7M
Parthenon LLC 2.23% Add +0.1% 68,840 $18.7M
Vanguard Personalized Indexing Management, LLC 0.30% Add +9.3% 68,589 $18.6M
State of Alaska, Department of Revenue 0.20% Reduce -0.2% 68,361 $18.5M
Lido Advisors, LLC 0.14% Add +96.0% 68,138 $18.5M
Payden & Rygel 1.41% Add +0.5% 67,300 $18.3M
Assetmark, Inc. 0.05% Add +6.7% 67,025 $18.2M
Abn Amro Investment Solutions 0.32% Reduce -2.2% 66,906 $18.1M
United Services Automobile Association 0.46% Reduce -28.4% 66,800 $18.1M
Torray Investment Partners LLC 2.51% Add +1.9% 66,250 $18.0M
Connors Investor Services Inc. 1.73% Reduce -0.4% 66,153 $17.9M
Eagle Global Advisors LLC 0.89% Add +0.1% 65,997 $17.9M
Wesleyan Assurance Society 1.42% No change 65,900 $17.9M
Hamilton Point Investment Advisors, LLC 3.21% Reduce -0.9% 65,515 $17.8M
MAI Capital Management 0.17% Reduce -1.1% 64,476 $17.5M
GM Advisory Group, LLC 1.05% Add +0.0% 64,450 $17.5M
Shayne & Jacobs, LLC 4.36% Reduce -0.3% 64,082 $17.4M
Peapack Gladstone Financial Corp. 0.25% Add +9.5% 63,276 $17.2M
Equitable Trust Co. 1.10% Reduce -8.1% 62,963 $17.1M
Redwood Grove Capital, LLC 4.62% Add +17.3% 62,780 $17.0M
Wealthfront Advisers LLC 0.05% Add +5.2% 62,696 $17.0M
Sprucegrove Investment Management Ltd. 0.94% Reduce -0.5% 62,197 $16.9M
Achmea Investment Management B.V. 0.28% Add +2399.0% 61,951 $16.8M
Anchor Capital Advisors LLC 0.44% Reduce -1.4% 61,409 $16.7M
Cullinan Associates Inc. 0.93% Reduce -6.0% 61,148 $16.5M
GDS Wealth Management 1.59% Add +6.1% 60,237 $16.3M
Rice Partnership, LLC 3.26% Add +1.7% 59,769 $16.2M
Van Lanschot Kempen Investment Management N.V. 0.16% Reduce -0.2% 59,255 $16.1M
Matthew Goff Investment Advisor, LLC 3.03% Reduce -0.9% 58,724 $15.9M
Knights of Columbus Asset Advisors LLC 1.05% Reduce -0.6% 58,290 $15.8M
Ethic Inc. 0.40% Reduce -4.9% 69,362 $15.8M
Choate Investment Advisors 0.40% Reduce -4.6% 57,779 $15.7M
HB Wealth Management, LLC 0.17% Add +2.5% 57,563 $15.6M
Silvercrest Asset Management Group LLC 0.11% Reduce -4.0% 57,294 $15.5M
GHP Investment Advisors, Inc. 0.71% Reduce -1.6% 56,993 $15.5M
Carret Asset Management, LLC 1.67% Reduce -0.4% 56,705 $15.4M
Bridgewater Associates 0.09% Add +1176.0% 56,476 $15.3M
Mackenzie Financial Corp. 0.02% Reduce -4.6% 56,295 $15.3M
Nippon Life Global Investors Americas, Inc. 0.66% Add +30.7% 56,290 $15.3M
Private Advisor Group, LLC 0.09% Add +0.7% 55,723 $15.1M
Allspring Global Investments Holdings, LLC 0.02% Add +17.0% 55,053 $14.9M
Tocqueville Asset Management L.P. 0.23% Reduce -3.8% 54,847 $14.9M
Perigon Wealth Management, LLC 0.40% Reduce -2.0% 54,763 $14.9M
Elo Mutual Pension Insurance Co 0.32% Add +8.3% 54,708 $14.8M
Sienna Gestion 0.99% Add +21.0% 54,658 $14.8M
Prime Capital Investment Advisors, LLC 0.21% Add +0.2% 54,200 $14.7M
Gradient Investments LLC 0.30% Reduce -23.8% 53,955 $14.6M
Connor, Clark & Lunn Investment Management Ltd. 0.07% New 53,190 $14.4M
DAVENPORT & Co LLC 0.08% Reduce -0.1% 53,128 $14.4M
Calamos Wealth Management LLC 0.75% Reduce -0.2% 53,022 $14.4M
Willis Investment Counsel 0.93% Reduce -22.0% 52,622 $14.3M
Diversified Trust Co. 0.36% Reduce -6.7% 52,258 $14.2M
Chemistry Wealth Management LLC 3.38% Reduce -0.1% 52,051 $14.1M
Sandy Spring Bank 0.58% Reduce -0.0% 51,886 $14.1M
Dorsey & Whitney Trust CO LLC 0.74% Add +46.8% 51,367 $13.9M
Griffin Asset Management, Inc. 1.56% Reduce -1.2% 51,285 $13.9M
Eagle Rock Investment Company, LLC 2.33% Reduce -1.0% 51,259 $13.9M
Narwhal Capital Management 1.25% Reduce -7.2% 51,031 $13.8M
Argent Trust Co 0.57% Reduce -2.2% 50,740 $13.8M
APG Asset Management N.V. 0.09% Reduce -56.7% 55,720 $13.5M
Laffer Tengler Investments, Inc. 3.29% Add +1.0% 49,702 $13.5M
UNIVEST FINANCIAL Corp 0.88% Add +177.4% 49,474 $13.4M
Lone Peak Global Investors LLC 2.67% Reduce -33.0% 49,455 $13.4M
Greystone Financial Group, LLC 2.39% Add +7.9% 49,396 $13.4M
Atria Investments, Inc 0.17% Add +3.0% 49,021 $13.3M
Stanley Capital Management, LLC 2.57% No change 48,830 $13.2M
Sky Investment Group LLC 2.44% Reduce -0.1% 48,804 $13.2M
Orange Investment Advisors, Inc. 1.46% Add +4.3% 48,536 $13.2M
Klingenstein Fields & Co. LP 0.52% Reduce -0.6% 48,222 $13.1M
Oregon Public Employees Retirement Fund 0.24% Reduce -1.5% 48,056 $13.0M
Tower Research Capital LLC (TRC) 0.34% Add +24.6% 48,043 $13.0M
Fishman Jay A Ltd. 1.28% Add +2.9% 47,622 $12.9M
Van Eck Associates Corp. 0.02% Add +0.5% 47,545 $12.9M
Ibex Wealth Advisors 3.52% Add +832.1% 69,072 $12.9M
Clearstead Advisors, LLC 0.20% Add +1.3% 46,935 $12.7M
Florida Trust Wealth Management Co 0.40% Add +2.8% 46,164 $12.5M
Radnor Capital Management, LLC 1.85% Add +12.3% 45,919 $12.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.28% Reduce -4.1% 45,289 $12.3M
M. Kulyk & Associates, LLC 2.46% Add +0.7% 45,126 $12.2M
Oppenheimer & Co. Inc. 0.19% Reduce -7.7% 45,050 $12.2M
Gulf International Bank (UK) Ltd 0.31% Reduce -4.4% 44,874 $12.2M
Fulton Breakefield Broenniman LLC 0.85% Add +0.7% 44,857 $12.2M
Neville Rodie & Shaw Inc. 0.89% Reduce -4.7% 44,580 $12.1M
Tidal Investments LLC 0.13% Add +58.1% 44,390 $12.0M
Illinois Municipal Retirement Fund 0.17% No change 44,175 $12.0M
LBP Am SA 0.18% Reduce -28.7% 44,168 $12.0M
Freedom Together Foundation 1.26% Reduce -60.4% 43,851 $11.9M
Financial Avengers, Inc. 5.85% New 43,816 $11.9M
Kintegral Advisory, LLC 1.09% Reduce -1.3% 43,745 $11.9M
Daiichi Life Insurance Co., Ltd. 0.30% Reduce -8.4% 43,464 $11.8M
Meiji Yasuda Asset Management Co Ltd. 0.45% Add +0.3% 43,123 $11.7M
Kestra Private Wealth Services, LLC 0.21% Add +7.6% 42,757 $11.6M
Northwest & Ethical Investments L.P. 0.31% Reduce -24.9% 42,750 $11.6M
NFC Investments, LLC 3.32% Reduce -0.0% 42,607 $11.6M
Shelter Mutual Insurance Co 2.73% No change 39,885 $11.4M
Van Cleef Asset Management,Inc 1.27% Reduce -0.6% 42,119 $11.4M
Buckingham Capital Management, Inc. 1.31% Add +1.8% 42,112 $11.4M
Mirova 1.97% No change 41,957 $11.4M
Pacer Advisors, Inc. 0.02% Add +2.7% 41,652 $11.3M
Brown Brothers Harriman & Co. 0.08% Add +1.3% 41,569 $11.3M
Foyston, Gordon & Payne Inc 2.81% Reduce -11.9% 41,540 $11.3M
Searle & Co. 2.81% Reduce -15.1% 41,529 $11.3M
AustralianSuper Pty Ltd 0.06% Add +153.3% 41,413 $11.2M
NatWest Group plc 3.32% Add +7.7% 41,373 $11.2M
WoodTrust Financial Corp 1.59% Add +1.3% 41,332 $11.2M
Savant Capital, LLC 0.09% Add +10.6% 41,163 $11.2M
Martin Investment Management, LLC 2.73% Reduce -6.2% 41,100 $11.1M
Bessemer Group Inc. 0.02% Add +2.0% 40,867 $11.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Reduce -1.7% 40,697 $11.0M
Strategic Wealth Investment Group, LLC 1.18% Add +7.3% 40,933 $11.0M
Townsquare Capital LLC 0.13% Add +78.1% 40,522 $11.0M
Silicon Valley Capital Partners 1.43% Add +1.9% 40,494 $11.0M
Atria Wealth Solutions, Inc. 0.12% Reduce -8.0% 40,316 $10.9M
Marex Group Ltd 0.25% Reduce -72.1% 39,940 $10.8M
Stansberry Asset Management, LLC 1.44% Reduce -26.6% 39,839 $10.8M
CX Institutional 0.48% Add +653.3% 39,835 $10.8M
Ironwood Investment Counsel, LLC 1.80% Reduce -1.3% 39,776 $10.8M
Family Capital Trust Co 3.45% Reduce -0.4% 39,635 $10.7M
Sheaff Brock Investment Advisors, LLC 0.94% Reduce -1.1% 39,439 $10.7M
Waverly Advisors, LLC 0.20% Reduce -1.4% 39,380 $10.7M
Kentucky Retirement Systems 0.31% Reduce -8.6% 39,126 $10.6M
Vontobel Holding Ltd. 0.03% Add +9.7% 39,080 $10.6M
Independent Advisor Alliance 0.38% Reduce -2.7% 38,320 $10.4M
Jacobs & Co. 1.04% Reduce -3.5% 38,312 $10.4M
Boston Common Asset Management, LLC 0.27% Add +0.1% 37,786 $10.2M
Whittier Trust Co. of Nevada Inc. 0.26% Reduce -0.8% 37,753 $10.2M
Benjamin Edwards Inc. 0.15% Add +326.3% 37,649 $10.2M
Highland Capital Management, LLC 0.58% Reduce -4.3% 37,424 $10.1M
Gunderson Capital Management LLC 4.26% Add +87.9% 37,087 $10.1M
Mizuho Securities USA LLC 0.21% Reduce -16.9% 36,418 $9.9M
Quantinno Capital Management LP 0.13% Add +22.9% 36,411 $9.9M
Norman Fields, Gottscho Capital Management, LLC 3.24% Reduce -0.2% 36,093 $9.8M
Headinvest, LLC 1.80% Reduce -3.0% 35,857 $9.7M
Hartford Investment Management Co. 0.32% Reduce -3.0% 35,346 $9.6M
NWF Advisory Services Inc. 1.39% Reduce -1.5% 35,269 $9.6M
Winslow Asset Management Inc. 1.76% Reduce -0.5% 35,085 $9.5M
Banyan Capital Management, Inc. 5.49% Reduce -2.3% 34,958 $9.5M
Fiera Capital Corp 0.03% Add +18.1% 34,924 $9.5M
Seizert Capital Partners, LLC 0.43% Reduce -9.3% 34,883 $9.5M
Thompson Siegel & Walmsley LLC 0.14% Reduce -0.0% 34,785 $9.4M
Stratos Investment Management, LLC 0.66% Add +5.9% 34,724 $9.4M
SP Asset Management LLC 0.78% Add +0.2% 34,635 $9.4M
Meyer Handelman Co. 0.32% Add +0.0% 34,509 $9.4M
Rodgers Brothers Inc. 1.18% Reduce -0.1% 34,207 $9.3M
Unison Asset Management LLC 4.38% Reduce -0.2% 34,004 $9.2M
Norinchukin Bank, The 0.22% Add +12.2% 33,952 $9.2M
SpiderRock Advisors, LLC 0.20% Add +31.8% 33,623 $9.1M
Pacific Global Investment Management Co. 1.64% Reduce -0.7% 33,460 $9.1M
Meeder Asset Management Inc. 0.60% Add +1240.5% 33,270 $9.0M
Lorne Steinberg Wealth Management Inc. 2.61% Reduce -0.5% 33,270 $9.0M
2Xideas AG 1.21% Reduce -32.6% 33,208 $9.0M
Stokes Capital Advisors, LLC 2.30% Reduce -0.1% 33,158 $9.0M
Prio Wealth Limited Partnership 0.26% Reduce -1.5% 33,113 $9.0M
D.A. Davidson & Co. 0.07% Reduce -6.1% 32,859 $8.9M
KMG Fiduciary Partners, LLC 0.77% Reduce -0.8% 32,748 $8.9M
Optiver Holding B.V. 0.22% Reduce -49.1% 32,485 $8.8M
Maryland State Retirement & Pension System 0.18% Reduce -26.9% 32,351 $8.8M
Banque Cantonale Vaudoise 0.36% Add +2.4% 32,323 $8.8M
Rakuten Investment Management, Inc. 0.05% Add +32.0% 32,080 $8.7M
LB Partners LLC 7.54% No change 32,000 $8.7M
St Germain D J Co. Inc. 0.40% Reduce -1.7% 31,936 $8.7M
1ST Source Bank 0.49% Reduce -2.3% 31,912 $8.7M
Ieq Capital, LLC 0.11% Add +14.2% 31,884 $8.6M
Letson Investment Management, Inc. 3.39% No change 31,847 $8.6M
Cornerstone Advisors, LLC 0.34% No change 31,800 $8.6M
Westend Capital Management, LLC 2.95% Add +1.5% 31,747 $8.6M
NJ State Employees Deferred Compensation Plan 1.02% No change 31,600 $8.6M
Louisiana State Employees Retirement System 0.16% Reduce -1.6% 31,600 $8.6M
Legacy Trust 1.97% Reduce -0.2% 31,548 $8.6M
Wellington Shields Capital Management, LLC 1.48% Add +0.3% 31,430 $8.5M
Wilmington Savings Fund Society, FSB 0.15% Add +293.1% 31,428 $8.5M
&partners 0.16% Add +85.9% 31,452 $8.5M
Asset Dedication, LLC 0.57% Reduce -9.1% 31,361 $8.5M
Securian Asset Management, Inc. 0.24% Reduce -4.9% 31,062 $8.4M
L1 Capital International Pty Ltd 2.68% Add +46.7% 31,241 $8.4M
Polar Capital Holdings Plc 0.04% Reduce -27.9% 30,843 $8.4M
Ceera Investments, LLC 3.14% Reduce -2.3% 30,708 $8.3M
Shelton Capital Management 0.21% Add +81.0% 30,608 $8.3M
HighPoint Advisor Group LLC 0.48% Add +4.2% 30,270 $8.3M
DCM Advisors, LLC 4.14% Add +0.0% 30,330 $8.2M
Guardian Capital Advisors LP 0.81% Reduce -0.8% 30,577 $8.2M
Pavion Blue Capital, LLC 3.81% Reduce -0.4% 30,189 $8.2M
Guggenheim Capital LLC 0.06% Reduce -17.0% 30,037 $8.1M
Contravisory Investment Management, Inc. 1.74% New 30,032 $8.1M
Castleark Management LLC 0.33% Reduce -56.0% 29,905 $8.1M
Stratos Wealth Partners, LTD. 0.12% Reduce -7.8% 29,873 $8.1M
CENTRAL TRUST Co 0.19% Reduce -9.7% 29,748 $8.1M
Mirabaud Asset Management Ltd 3.32% No change 29,661 $8.0M
Bensler, LLC 1.01% Add +5.2% 29,575 $8.0M
Atlantic Union Bankshares Corp 0.46% Reduce -2.8% 29,502 $8.0M
Abacus FCF Advisors LLC 1.85% Add +2.7% 29,481 $8.0M
Amica Mutual Insurance Co. 0.77% Reduce -18.0% 29,343 $8.0M
Argent Financial Group, Inc. 0.94% — 29,130 $7.9M
Lombard Odier Asset Management (Europe) Ltd 0.52% Add +0.9% 28,988 $7.9M
Bouvel Investment Partners, LLC 2.95% Add +0.5% 28,917 $7.8M
Jane Street Group, LLC 0.01% Reduce -94.7% 28,449 $7.7M
Boyd Watterson Asset Management LLC 2.13% Reduce -0.3% 28,350 $7.7M
L & S Advisors Inc 0.90% Add +13.8% 28,337 $7.7M
Metis Global Partners, LLC 0.24% Add +2.8% 28,336 $7.7M
Avitas Wealth Management LLC 1.07% Add +1.4% 28,076 $7.6M
New Mexico Educational Retirement Board 0.25% Reduce -4.1% 27,763 $7.5M
JTC Employer Solutions Trustee Ltd 0.49% No change 27,500 $7.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.82% Add +0.3% 27,406 $7.4M
Erste Asset Management GmbH 0.09% Add +15.6% 27,330 $7.4M
Agf Management Ltd. 0.04% Reduce -5.4% 27,259 $7.4M
Acadian Asset Management LLC 0.02% Reduce -32.8% 27,213 $7.4M
Coastline Trust Co 0.86% Add +3.3% 27,080 $7.3M
Rwa Wealth Partners, LLC 0.09% Add +4.7% 27,036 $7.3M
Assenagon Asset Management S.A. 0.02% Add +6.7% 27,025 $7.3M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 27,000 $7.3M
Cary Street Partners Investment Advisory LLC 0.26% Reduce -0.9% 26,488 $7.2M
Foster Group, Inc. 0.26% Reduce -0.0% 25,872 $7.0M
Arcadia Investment Management Corp. 1.15% Add +0.6% 25,834 $7.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.69% Reduce -5.0% 25,825 $7.0M
Reliant Investment Management, LLC 3.27% Reduce -0.6% 25,649 $7.0M
AMG National Trust Bank 0.19% Reduce -23.1% 25,623 $6.9M
First Interstate Bank 0.42% Reduce -2.8% 25,618 $6.9M
Adalta Capital Management LLC 3.58% No change 25,605 $6.9M
Riggs Asset Managment Co. Inc. 1.89% Add +0.3% 25,531 $6.9M
Jones Financial Companies LLLP 0.01% Add +83.6% 25,462 $6.9M
Chatham Capital Group, Inc. 1.13% Add +0.4% 25,396 $6.9M
Morningstar Investment Services LLC 0.07% Add +1.4% 25,321 $6.9M
Long Corridor Asset Management Ltd 7.64% No change 25,000 $6.8M
Bleichroeder LP 1.83% No change 25,000 $6.8M
Siemens Fonds Invest GmbH 0.54% Reduce -2.4% 24,905 $6.8M
OneDigital Investment Advisors LLC 0.08% Reduce -6.7% 24,860 $6.7M
Bokf, NA 0.12% Reduce -0.7% 25,039 $6.7M
Wedbush Securities Inc. 0.25% Reduce -12.5% 24,779 $6.7M
Avantax Advisory Services, Inc. 0.04% Add +9.4% 24,751 $6.7M
Warther Private Wealth, LLC 2.36% Reduce -16.0% 24,727 $6.7M
NewEdge Wealth, LLC 0.12% Add +43.1% 24,631 $6.7M
Mfa Wealth Advisors, LLC 1.46% Add +8639.9% 24,559 $6.7M
Roundview Capital LLC 0.48% Reduce -4.1% 24,537 $6.7M
NEOS Investment Management LLC 0.20% Add +24.8% 24,493 $6.6M
Investment Management Corp of Ontario 0.15% Add +34.0% 24,441 $6.6M
Hendershot Investments Inc. 0.90% Reduce -13.8% 24,372 $6.6M
Venture Visionary Partners LLC 0.29% Reduce -2.3% 24,251 $6.6M
First Trust Direct Indexing L.P. 0.35% Add +15.9% 24,243 $6.6M
Moran Wealth Management, LLC 0.20% New 23,854 $6.5M
Bell Asset Management Ltd 1.18% Reduce -34.7% 23,811 $6.5M
Wisconsin Capital Management LLC 3.38% Add +0.1% 23,769 $6.4M
Pinnacle Wealth Management Advisory Group, LLC 0.61% Add +1.6% 23,705 $6.4M
Community Financial Services Group, LLC 1.30% Reduce -1.1% 23,510 $6.4M
Concentric Wealth Management, LLC 1.55% Reduce -3.5% 23,510 $6.4M
Synovus Financial Corp. 0.07% Add +3.8% 23,491 $6.4M
Trust Co. of Vermont 0.32% Add +2.5% 23,459 $6.4M
Plato Investment Management Ltd 0.52% Add +4.7% 23,437 $6.3M
E. Ohman J:or Asset Management AB 0.16% Reduce -4.9% 23,400 $6.3M
Laird Norton Wetherby Wealth Management, LLC 0.29% Reduce -2.8% 23,387 $6.3M
Silvant Capital Management LLC 0.28% Reduce -6.0% 23,379 $6.3M
Kingfisher Capital LLC 1.46% Reduce -5.0% 23,361 $6.3M
Graham Capital Management, L.P. 0.34% New 23,322 $6.3M
Freestone Capital Holdings, LLC 0.22% Add +0.2% 23,266 $6.3M
GYL Financial Synergies, LLC 0.47% Reduce -0.8% 23,183 $6.3M
Sandhill Capital Partners LLC 0.45% Add +3.0% 23,159 $6.3M
CHICAGO TRUST Co NA 1.13% Add +3.7% 23,139 $6.3M
Bretton Capital Management, LLC 5.98% — 23,100 $6.3M
RBF Capital, LLC 0.32% No change 23,000 $6.2M
Cwm, LLC 0.03% Add +8.8% 22,983 $6.2M
Scotia Capital Inc. 0.03% Add +39.3% 22,846 $6.2M
Hutner Capital Management Inc. 3.06% Reduce -0.4% 22,677 $6.1M
Montag A & Associates Inc. 0.29% Add +7.9% 22,594 $6.1M
Chemung Canal Trust Co. 1.24% Reduce -41.1% 22,550 $6.1M
ExodusPoint Capital Management, LP 0.06% New 22,534 $6.1M
Grassi Investment Management 0.53% No change 22,460 $6.1M
Condor Capital Management 0.55% Add +30.8% 22,362 $6.1M
Raymond James Trust N.A. 0.13% Reduce -1.7% 22,346 $6.1M
Bremer Bank National Association 1.14% Reduce -4.0% 22,304 $6.0M
Kingsview Wealth Management, LLC 0.13% Add +8.6% 22,259 $6.0M
Family Manage LLC 1.00% Add +0.0% 22,179 $6.0M
UMB Bank, n.a. 0.09% Add +6.4% 22,133 $6.0M
Naples Global Advisors, LLC 0.56% Reduce -0.3% 22,079 $6.0M
Longbow Finance SA 0.64% Add +22.0% 22,048 $6.0M
Benson Investment Management Company, Inc. 2.35% Reduce -0.1% 21,932 $5.9M
Advisory Services Network, LLC 0.12% No change 25,584 $5.9M
Gilman Hill Asset Management, LLC 0.99% Add +7.7% 21,787 $5.9M
Artemis Investment Management LLP 0.09% Reduce -85.3% 21,705 $5.9M
Sequoia Financial Advisors, LLC 0.06% Add +71.6% 21,562 $5.8M
Milestone Asset Management, LLC 1.31% Add +25.6% 21,539 $5.8M
Hi-Line Capital Management, LLC 2.87% Reduce -55.9% 21,517 $5.8M
Fiduciary Group, LLC 0.59% Reduce -0.5% 21,456 $5.8M
Greenleaf Trust 0.05% Add +0.4% 21,436 $5.8M
EP Wealth Advisors, LLC 0.05% Reduce -1.4% 21,388 $5.8M
Chapman Investment Management, LLC 4.24% Add +1.1% 21,381 $5.8M
Oppenheimer Asset Management Inc. 0.07% Add +0.2% 21,305 $5.8M
Fort Sheridan Advisors LLC 0.87% No change 21,157 $5.7M
OMERS ADMINISTRATION Corp 0.05% Reduce -3.2% 21,139 $5.7M
Oddo BHF Asset Management Sas 0.28% — 21,015 $5.7M
Salvus Wealth Management, LLC 3.47% Reduce -4.9% 20,825 $5.6M
Northstar Group, Inc. 1.02% No change 20,755 $5.6M
Trinity Legacy Partners, LLC 1.44% Reduce -6.9% 20,336 $5.6M
First Hawaiian Bank 0.18% Add +18.6% 20,696 $5.6M
Norden Group LLC 0.66% Add +1202.2% 20,639 $5.6M
Stephens Inc. 0.08% Reduce -0.4% 20,593 $5.6M
Impact Asset Management GmbH 2.14% — 20,550 $5.6M
Empirical Finance, LLC 0.32% Add +1.7% 20,444 $5.5M
Kathleen S. Wright Associates Inc. 2.28% No change 20,427 $5.5M
Generali Powszechne Towarzystwo Emerytalne 1.83% No change 20,118 $5.5M
Auto-Owners Insurance Co 0.13% No change 19,950 $5.4M
JLB & Associates Inc. 0.70% Add +14.3% 19,913 $5.4M
LaFleur & Godfrey LLC 0.74% Reduce -2.8% 19,874 $5.4M
Bfsg, LLC 0.63% Reduce -5.4% 19,859 $5.4M
Insight Wealth Strategies, LLC 0.70% Add +1.0% 19,636 $5.3M
Ballentine Partners, LLC 0.09% Add +9.8% 19,627 $5.3M
Snowden Capital Advisors LLC 0.16% Add +1.0% 19,445 $5.3M
Central Pacific Bank - Trust Division 0.70% Reduce -13.2% 19,425 $5.3M
Jennison Associates LLC 0.00% Reduce -86.0% 19,418 $5.3M
Cullen Capital Management, LLC 0.06% Reduce -3.7% 19,389 $5.3M
NBT Bank, N.A. 0.35% Reduce -5.4% 19,384 $5.3M
CSM Advisors, LLC 0.34% Reduce -0.7% 19,370 $5.3M
Modera Wealth Management, LLC 0.07% Add +0.0% 19,325 $5.2M
Shell Asset Management Co. 0.23% — 19,227 $5.2M
Sumitomo Life Insurance Co. 0.10% Add +1.8% 19,207 $5.2M
OPTIMAS CAPITAL Ltd 4.91% Add +59.2% 19,100 $5.2M
Birmingham Capital Management Co. Inc. 1.88% Reduce -9.8% 19,075 $5.2M
Ossiam 0.10% Add +0.4% 18,895 $5.1M
Commerzbank Aktiengesellschaft 0.14% Add +5.1% 18,829 $5.1M
LGT Group Foundation 0.08% Reduce -7.2% 18,789 $5.1M
Elgethun Capital Management 1.19% Add +2.4% 18,646 $5.1M
Oliver Luxxe Assets LLC 0.90% Reduce -1.6% 18,584 $5.0M
CoreCap Advisors, LLC 0.24% New 18,544 $5.0M
Welch Group, LLC 0.22% Add +9.8% 18,500 $5.0M
Courier Capital LLC 0.34% Reduce -0.9% 18,480 $5.0M
Morton Community Bank 1.30% Reduce -3.2% 18,400 $5.0M
Mount Vernon Associates Inc. 3.96% Add +1.4% 18,341 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.4% 18,329 $5.0M
Praxis Investment Management Inc. 0.31% No change 18,254 $5.0M
Jag Capital Management, LLC 0.60% Add +2.1% 18,197 $4.9M
Wright Investors Service Inc. 1.29% Add +0.2% 18,194 $4.9M
Selway Asset Management 1.93% No change 18,172 $4.9M
Verdence Capital Advisors LLC 0.39% Add +4.0% 18,135 $4.9M
Glenview Trust Co 0.09% Add +2.4% 18,130 $4.9M
Equitable Holdings, Inc. 0.05% Add +10.8% 18,099 $4.9M
Weiss Asset Management LP 0.18% New 18,092 $4.9M
Natixis 0.03% Reduce -75.2% 18,071 $4.9M
Pacifica Capital Investments, LLC 1.68% No change 18,020 $4.9M
Nvwm, LLC 1.24% Add +9.4% 17,958 $4.9M
TKG Advisors, LLC 2.40% Add +114.7% 17,897 $4.9M
Integrated Wealth Concepts LLC 0.06% Add +0.2% 17,897 $4.9M
Choreo, LLC 0.07% Add +15.8% 18,035 $4.8M
Dakota Wealth Management 0.11% Reduce -1.4% 17,857 $4.8M
Marsico Capital Management LLC 0.14% Reduce -67.5% 17,855 $4.8M
Richard Bernstein Advisors LLC 0.10% No change 17,834 $4.8M
Callahan Advisors, LLC 0.47% Reduce -0.4% 17,825 $4.8M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -1.6% 17,800 $4.8M
Teamwork Financial Advisors, LLC 0.67% Add +4.5% 17,731 $4.8M
NorthRock Partners, LLC 0.16% Add +1.1% 17,698 $4.8M
F/m Investments LLC 0.15% Reduce -38.2% 17,589 $4.8M
Haverford Trust Co 0.05% Reduce -0.7% 17,547 $4.8M
Mathes Company, Inc. 1.69% Reduce -1.1% 17,480 $4.7M
iA Global Asset Management Inc. 0.08% Add +104.7% 17,477 $4.7M
ING Groep NV 0.03% Reduce -56.0% 17,458 $4.7M
Park National Corp. 0.17% Reduce -1.9% 17,443 $4.7M
Lombard Odier Asset Management (Switzerland) SA 0.40% Add +10.2% 17,433 $4.7M
Caldwell Trust Co 0.49% Add +8.3% 17,319 $4.7M
Bill Few Associates, Inc. 1.66% Add +1.2% 17,196 $4.7M
Resonant Capital Advisors, LLC 0.34% Add +0.7% 17,104 $4.6M
Stone Summit Wealth LLC 1.48% Reduce -2.8% 16,955 $4.6M
Pring Turner Capital Group Inc. 2.90% Reduce -0.2% 16,941 $4.6M
Avior Wealth Management, LLC 0.18% Reduce -2.4% 16,926 $4.6M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -1.7% 16,909 $4.6M
Arjuna Capital 1.19% Reduce -27.8% 16,879 $4.6M
Kentucky Retirement Systems Insurance Trust Fund 0.31% Reduce -9.3% 16,628 $4.5M
Dynamic Advisor Solutions LLC 0.13% Add +29.4% 16,578 $4.5M
Ghe, LLC 1.68% New 16,574 $4.5M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -0.8% 16,547 $4.5M
Park Avenue Securities LLC 0.05% Add +2.8% 16,404 $4.4M
WP Advisors, LLC 1.62% Reduce -7.7% 16,364 $4.4M
Panagora Asset Management Inc. 0.02% Add +165.1% 16,200 $4.4M
Game Plan Financial Advisors, LLC 2.34% Add +103.7% 16,156 $4.4M
Brave Asset Management Inc. 1.08% No change 16,009 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +5.2% 15,992 $4.3M
BDF-Gestion 0.47% No change 19,515 $4.3M
Moody LYNN Lieberson & Walker, LLC 0.27% Reduce -2.0% 15,949 $4.3M
Lee Johnson Capital Management, LLC 2.21% New 15,820 $4.3M
Sound View Wealth Advisors Group, LLC 0.35% Add +24.5% 15,805 $4.3M
Valeo Financial Advisors, LLC 0.12% Add +0.8% 15,751 $4.3M
Empire Financial Management Company, LLC 1.30% Reduce -0.1% 15,551 $4.2M
Leonteq Securities AG 0.49% Add +20.1% 15,486 $4.2M
Kerusso Capital Management LLC 2.67% Add +6.4% 15,481 $4.2M
Foundations Investment Advisors, LLC 0.09% Add +22.8% 15,456 $4.2M
Lincoln Capital LLC 0.88% Reduce -1.7% 15,353 $4.2M
Gardner Russo & Quinn 0.04% Reduce -4.6% 15,341 $4.2M
Meitav Investment House Ltd. 0.07% Add +0.7% 15,925 $4.1M
Beese Fulmer Investment Management, Inc. 0.35% Reduce -1.1% 15,210 $4.1M
L2 Asset Management, LLC 1.12% Add +57.3% 15,193 $4.1M
Strata Wealth Advisors, LLC 1.32% Reduce -1.3% 15,133 $4.1M
Catalyst Capital Advisors LLC 0.09% New 15,101 $4.1M
Wynn Capital, LLC 2.67% Add +1.0% 15,010 $4.1M
Goelzer Investment Management, Inc. 0.22% Reduce -3.0% 14,909 $4.0M
Kanawha Capital Management LLC 0.29% Reduce -2.0% 14,897 $4.0M
CenterBook Partners LP 0.25% Reduce -6.6% 14,775 $4.0M
Conscious Wealth Investments, LLC 2.76% Reduce -1.0% 14,771 $4.0M
Bell & Brown Wealth Advisors, LLC 1.56% Reduce -0.4% 14,706 $4.0M
Pettee Investors, Inc. 1.94% No change 14,706 $4.0M
Benedict Financial Advisors Inc. 0.94% Add +1.2% 14,656 $4.0M
Chartwell Investment Partners, LLC 0.14% Add +5.2% 14,614 $4.0M
Coldstream Capital Management Inc. 0.09% Add +10.8% 14,563 $4.0M
Aviance Capital Partners, LLC 0.52% Add +1.1% 14,590 $4.0M
William Allan Corp 2.45% Reduce -1.0% 14,563 $3.9M
Horizon Investment Services, LLC 1.69% Add +78.1% 14,556 $3.9M
Taurus Asset Management, LLC 0.38% Reduce -43.8% 14,498 $3.9M
Schechter Investment Advisors, LLC 0.29% Reduce -3.1% 14,489 $3.9M
TCTC Holdings, LLC 0.13% Add +0.5% 14,434 $3.9M
New England Asset Management Inc. 0.64% Reduce -6.5% 14,410 $3.9M
Buckhead Capital Management LLC 1.23% Reduce -5.7% 14,334 $3.9M
Signaturefd, LLC 0.07% Add +0.2% 14,297 $3.9M
Empowered Funds, LLC 0.06% Add +2.0% 14,291 $3.9M
SouthState Bank Corp 0.27% Add +3.1% 14,287 $3.9M
West Oak Capital, LLC 1.90% Reduce -2.6% 14,282 $3.9M
Capital International, Inc. 0.05% Add +3.1% 14,224 $3.9M
Gotham Asset Management 0.04% Add +18.7% 14,201 $3.9M
BNC Wealth Management, LLC 1.42% Add +4.4% 14,179 $3.8M
Columbia Asset Management 0.67% Add +2.0% 14,150 $3.8M
Merit Financial Group, LLC 0.09% Add +3.8% 14,122 $3.8M
Hartline Investment Corp./ 0.48% Add +29.9% 14,086 $3.8M
Compass Wealth Management LLC 0.90% Reduce -6.1% 14,085 $3.8M
Herbst Group, LLC 2.36% Add +5.7% 14,041 $3.8M
Brendel Financial Advisors LLC 2.16% No change 14,021 $3.8M
Lodestone Wealth Management LLC 1.90% Reduce -1.0% 13,983 $3.8M
Hilltop Holdings Inc. 0.25% Add +34.3% 13,912 $3.8M
BLB&B Advisors, LLC 0.19% Add +21.7% 13,896 $3.8M
Nemes Rush Group LLC 0.55% Reduce -0.6% 16,520 $3.8M
ProVise Management Group, LLC 0.30% Reduce -0.8% 13,860 $3.8M
Canandaigua National Bank & Trust Co. 0.36% Reduce -2.8% 13,852 $3.8M
TD Private Client Wealth LLC 0.11% Add +6.7% 13,794 $3.7M
Principal Securities, Inc. 0.09% Add +9.5% 13,771 $3.7M
Evercore Wealth Management, LLC 0.06% Reduce -3.9% 13,688 $3.7M
Tower Bridge Advisors 0.39% No change 13,627 $3.7M
Teachers Insurance & Annuity Association of America 5.61% — 13,535 $3.7M
Jacobi Capital Management LLC 0.28% Add +1.1% 13,503 $3.7M
Meeder Advisory Services, Inc. 0.24% Add +3.0% 13,499 $3.7M
Grandfield & Dodd, LLC 0.22% Add +0.1% 13,484 $3.7M
Concourse Financial Group Securities, Inc. 0.22% Reduce -2.8% 13,421 $3.6M
Townsend & Associates, Inc 0.37% Add +0.9% 13,416 $3.6M
Hodges Capital Management Inc. 0.23% Reduce -17.4% 13,407 $3.6M
Smith Salley Wealth Management 0.23% Reduce -0.2% 13,171 $3.6M
Greenfield Savings Bank 1.69% Add +0.1% 13,165 $3.6M
AE Wealth Management LLC 0.03% Reduce -12.1% 13,160 $3.6M
Apollon Wealth Management, LLC 0.10% Add +3.8% 12,903 $3.5M
Profund Advisors LLC 0.13% Add +0.6% 12,861 $3.5M
Chicago Capital, LLC 0.10% Add +2.2% 12,855 $3.5M
Webster Bank, N. A. 0.37% Reduce -6.4% 12,781 $3.5M
Quadrant Capital Group LLC 0.24% Add +0.5% 12,760 $3.5M
J.W. Cole Advisors, Inc. 0.14% Add +17.3% 12,739 $3.5M
Ceeto Capital Group, LLC 1.29% No change 12,725 $3.5M
Kenora Financial, LLC 1.37% Reduce -0.9% 12,654 $3.4M
Mgo One Seven LLC 0.15% Add +107.1% 12,641 $3.4M
Trajan Wealth LLC 0.20% Add +16.6% 12,615 $3.4M
Connable Office Inc. 0.34% Add +0.4% 12,606 $3.4M
Centiva Capital, LP 0.15% Reduce -33.9% 12,483 $3.4M
Sawyer & Company, Inc 1.25% Reduce -0.2% 12,447 $3.4M
Rehmann Capital Advisory Group 0.22% Reduce -4.2% 12,382 $3.4M
Cullen Investment Group, LTD. 0.50% Add +0.1% 12,432 $3.4M
Ostrum Asset Management 0.28% Reduce -4.6% 12,424 $3.4M
Bleakley Financial Group, LLC 0.10% Add +2.5% 12,409 $3.4M
Alight Capital Management LP 1.21% New 12,400 $3.4M
Vinva Investment Management Ltd 0.14% Reduce -2.6% 12,360 $3.4M
Fortis Group Advisors, LLC 0.62% Reduce -5.7% 12,326 $3.3M
Ahl Investment Management, Inc. 2.30% Reduce -0.2% 12,306 $3.3M
Independent Financial Group, LLC 0.12% Add +3.9% 12,270 $3.3M
Rathbones Group PLC 0.02% Reduce -0.1% 12,128 $3.3M
Frank, Rimerman Advisors LLC 0.23% Add +9.3% 12,081 $3.3M
SOL Capital Management CO 0.36% Add +0.2% 12,048 $3.3M
Two Sigma Investments, LP 0.01% Reduce -39.3% 12,017 $3.3M
Independent Investors Inc. 0.66% No change 12,000 $3.3M
CreativeOne Wealth, LLC 0.11% Reduce -0.8% 11,990 $3.3M
Insight Inv LLC 2.73% Reduce -4.8% 11,981 $3.2M
Godshalk Welsh Capital Management, Inc. 2.05% Reduce -5.2% 11,963 $3.2M
Parallel Advisors, LLC 0.08% Add +8.1% 11,927 $3.2M
Insigneo Advisory Services, LLC 0.33% Reduce -5.4% 11,924 $3.2M
Summit Trail Advisors, LLC 0.08% Add +9.5% 11,906 $3.2M
KCM Investment Advisors LLC 0.11% Add +0.9% 11,878 $3.2M
Arete Wealth Advisors, LLC 0.27% Add +13.0% 12,002 $3.2M
Global Retirement Partners, LLC 0.10% Add +65.0% 11,758 $3.2M
Peoples Financial Services Corp. 1.44% Reduce -2.4% 11,733 $3.2M
Fifth Third Wealth Advisors LLC 0.19% Add +4.7% 11,709 $3.2M
Harbor Capital Advisors, Inc. 0.14% Add +2.5% 11,702 $3.2M
Azimuth Capital Investment Management LLC 0.12% Add +0.1% 11,700 $3.2M
Trust Co. of Toledo NA 0.43% Add +0.5% 11,696 $3.2M
Lowe Brockenbrough & Co. Inc. 0.20% Add +30.3% 11,678 $3.2M
Badgley Phelps Wealth Managers, LLC 0.07% Add +11.5% 11,637 $3.2M
Lindsell Train Ltd 0.07% No change 11,600 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.66% Reduce -1.0% 11,585 $3.1M
Arcus Capital Partners, LLC 1.14% No change 11,583 $3.1M
Eads & Heald Wealth Management 1.49% Reduce -6.9% 11,559 $3.1M
Moody National Bank Trust Division 0.34% Add +3.7% 11,554 $3.1M
Bull Street Advisors, LLC 1.45% Reduce -0.2% 11,550 $3.1M
Midwest Professional Planners, LTD. 0.96% Add +8.5% 11,534 $3.1M
Aristotle Capital Management, LLC 0.01% No change 11,530 $3.1M
Investment Advisory Services Inc. /TX 1.10% Reduce -12.7% 11,492 $3.1M
Valueworks LLC 0.99% Reduce -1.3% 11,436 $3.1M
QV Investors Inc. 0.27% Add +0.5% 11,430 $3.1M
Boston Family Office LLC 0.21% No change 11,430 $3.1M
Strategic Planning Group, LLC 0.61% Add +5.2% 11,362 $3.1M
Impax Asset Management Group plc 0.01% Reduce -3.5% 11,351 $3.1M
Fruth Investment Management 0.80% Reduce -1.7% 11,350 $3.1M
Sigma Planning Corp 0.09% Add +2.4% 11,325 $3.1M
Private Wealth Partners, LLC 0.24% Add +0.6% 11,283 $3.1M
Gladstone Institutional Advisory LLC 0.15% Reduce -21.6% 11,253 $3.1M
Vise Technologies, Inc. 0.39% Add +44.0% 11,211 $3.0M
Vestcor Inc 0.10% No change 11,208 $3.0M
Concurrent Investment Advisors, LLC 0.09% Add +7.0% 11,204 $3.0M
G&S Capital LLC 1.27% Add +71.3% 11,183 $3.0M
Global Wealth Management Investment Advisory, Inc. 0.65% Reduce -20.2% 11,164 $3.0M
Smithfield Trust Co 0.15% Add +71.6% 11,133 $3.0M
Fiduciary Alliance LLC 0.40% Add +1069.6% 11,135 $3.0M
Intrinsic Value Partners, LLC 3.02% Reduce -20.3% 11,114 $3.0M
Diversify Wealth Management, LLC 0.29% Reduce -28.9% 11,061 $3.0M
Gifford Fong Associates 0.75% No change 11,000 $3.0M
Strategic Wealth Partners, Ltd. 0.29% Add +0.9% 10,958 $3.0M
Linden Thomas Advisory Services, LLC 0.41% Add +20.3% 10,956 $3.0M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -28.7% 10,924 $3.0M
Penn Davis McFarland Inc. 0.33% New 10,852 $2.9M
Peak Financial Advisors LLC 1.51% New 10,836 $2.9M
Personal Cfo Solutions, LLC 0.41% Reduce -12.3% 10,836 $2.9M
Deane Retirement Strategies, Inc. 1.43% Reduce -0.4% 10,787 $2.9M
First Horizon Advisors, Inc. 0.08% Add +32.4% 10,655 $2.9M
Great Lakes Retirement, Inc. 0.37% Add +1.7% 10,627 $2.9M
Donoghue Forlines LLC 0.82% Add +19.5% 10,603 $2.9M
Qtron Investments LLC 0.39% Add +11.1% 10,603 $2.9M
J. Safra Sarasin Holding AG 0.05% Reduce -3.0% 10,573 $2.9M
Asahi Life Asset Management Co., LTD. 1.73% Add +20.7% 10,553 $2.9M
Icon Wealth Advisors, LLC 0.24% Reduce -1.1% 10,546 $2.9M
Fulton Bank, N.A. 0.11% Add +0.2% 10,530 $2.9M
St. Johns Investment Management Company, LLC 1.34% Reduce -3.2% 10,516 $2.9M
Guardian Capital LP 0.10% No change 10,388 $2.8M
Buttonwood Financial Advisors Inc. 1.23% Reduce -2.2% 10,383 $2.8M
Wedmont Private Capital 0.16% Add +6.1% 10,261 $2.8M
Constitution Capital LLC 1.50% Reduce -11.9% 10,350 $2.8M
Mission Wealth Management, LP 0.07% Reduce -0.0% 10,299 $2.8M
Bailard, Inc. 0.07% Add +2.5% 10,291 $2.8M
Flputnam Investment Management Co. 0.05% Add +66.0% 12,300 $2.8M
Sawgrass Asset Management LLC 0.29% Reduce -1.5% 10,231 $2.8M
Northstar Advisory Group, LLC 1.43% Reduce -0.0% 10,184 $2.8M
FOCUS Wealth Advisors, LLC 1.37% Reduce -2.2% 10,163 $2.8M
Hamilton Capital Partners Inc. 0.24% Add +4.6% 10,079 $2.7M
Cunning Capital Partners, LP 1.43% No change 10,070 $2.7M
Empower Advisory Group, LLC 0.01% Add +0.3% 10,017 $2.7M
NTV Asset Management LLC 0.36% Reduce -0.3% 10,015 $2.7M
Sterling Capital Management LLC 0.04% — 9,978 $2.7M
Union Heritage Capital, LLC 1.00% No change 9,968 $2.7M
Vident Advisory, LLC 0.07% Add +31.9% 9,953 $2.7M
Wealthspire Advisors, LLC 0.03% Add +81.0% 9,898 $2.7M
Bigelow Investment Advisors, LLC 1.19% Reduce -1.2% 9,860 $2.7M
Sargent Investment Group, LLC 0.48% Add +15.8% 9,852 $2.7M
Joel Isaacson & Co., LLC 0.13% Reduce -2.5% 9,843 $2.7M
Wilkins Investment Counsel Inc. 0.37% Reduce -11.3% 9,832 $2.7M
Doheny Asset Management 1.82% Reduce -0.5% 9,820 $2.7M
RFG Advisory, LLC 0.08% Add +11.1% 9,802 $2.7M
Xcel Wealth Management, LLC 0.78% Reduce -0.3% 9,793 $2.7M
Americana Partners, LLC 0.18% Add +0.4% 9,772 $2.7M
Penobscot Investment Management Company, Inc. 0.24% Add +1.6% 9,763 $2.6M
Inlet Private Wealth, LLC 0.67% No change 9,751 $2.6M
Wolff Wiese Magana LLC 1.79% Add +1.4% 9,659 $2.6M
Financial Security Advisor, Inc. 0.65% Reduce -1.6% 9,655 $2.6M
Knuff & Co LLC 0.80% No change 9,650 $2.6M
Marble Harbor Investment Counsel, LLC 0.28% Reduce -0.3% 9,586 $2.6M
Evoke Wealth, LLC 0.07% New 9,573 $2.6M
Plimoth Trust Co. LLC 0.65% Reduce -3.8% 9,554 $2.6M
Trustco Bank Corp. N Y 2.59% Reduce -1.9% 9,514 $2.6M
Horizon Investments, LLC 0.07% Reduce -10.4% 9,499 $2.6M
Hartford Funds Management Co LLC 0.24% Add +2.5% 9,415 $2.6M
Evergreen Capital Management LLC 0.09% Add +2.8% 9,389 $2.5M
Institute for Wealth Management, LLC. 0.32% Reduce -0.2% 9,383 $2.5M
TAGStone Capital, Inc. 1.30% Add +1.2% 9,356 $2.5M
HBK Sorce Advisory LLC 0.08% Add +4.9% 9,346 $2.5M
Beacon Investment Advisors LLC 1.20% No change 9,328 $2.5M
Carl P. Sherr & Co., LLC 1.33% Reduce -1.1% 9,300 $2.5M
Moors & Cabot, Inc. 0.13% Add +1.0% 9,291 $2.5M
Applied Capital LLC 1.96% Reduce -0.8% 9,261 $2.5M
Parkside Financial Bank & Trust 0.35% Add +6.7% 9,249 $2.5M
Stock Yards Bank & Trust Co. 0.08% Reduce -1.6% 9,227 $2.5M
MassMutual Private Wealth & Trust, FSB 0.07% Add +6.3% 9,224 $2.5M
Northern Financial Advisors Inc 1.89% Add +1.0% 9,193 $2.5M
EFG Asset Management (North America) Corp. 0.41% Reduce -4.1% 9,151 $2.5M
Mindset Wealth Management, LLC 1.02% — 9,105 $2.5M
Bridgeway Capital Management, LLC 0.05% Reduce -3.2% 9,100 $2.5M
Bank of New Hampshire 0.62% Add +6.1% 9,076 $2.5M
Mengis Capital Management, Inc. 0.49% No change 9,070 $2.5M
Pinnacle Holdings, LLC 1.09% Reduce -0.6% 9,048 $2.5M
Provenance Wealth Advisors, LLC 0.30% Reduce -0.8% 9,001 $2.4M
First National Trust Co 0.09% Reduce -2.9% 8,977 $2.4M
Bank of Stockton 0.73% Reduce -11.8% 8,969 $2.4M
Invst, LLC 0.29% Reduce -0.6% 8,969 $2.4M
Woodmont Investment Counsel LLC 0.18% Reduce -1.5% 8,936 $2.4M
Vivid Wealth Management, LLC 1.26% Add +10.2% 8,897 $2.4M
Anchor Investment Management, LLC 0.23% Reduce -0.1% 8,892 $2.4M
Freedom Investment Management, Inc. 0.19% Reduce -0.6% 8,891 $2.4M
Ritholtz Wealth Management 0.07% Add +9.1% 8,864 $2.4M
Coastal Bridge Advisors, LLC 0.60% Reduce -0.2% 8,859 $2.4M
Lake Street Advisors Group, LLC 0.11% Reduce -0.5% 8,819 $2.4M
DoubleLine ETF Adviser LP 0.58% Reduce -7.7% 8,805 $2.4M
Signature Wealth Management Group 0.96% Add +0.3% 8,785 $2.4M
Csenge Advisory Group 0.12% Reduce -4.3% 8,579 $2.4M
FineMark National Bank & Trust 0.08% Reduce -1.9% 8,734 $2.4M
Zhang Financial LLC 0.15% Add +4.5% 8,722 $2.4M
First Dallas Securities Inc. 0.99% Reduce -18.6% 8,696 $2.4M
Accent Capital Management, LLC 1.35% Add +247.8% 8,694 $2.4M
Belpointe Asset Management LLC 0.14% Add +223.9% 8,680 $2.4M
Argent Advisors, Inc. 0.87% Reduce -0.4% 8,645 $2.3M
Howard Capital Management Group, LLC 0.16% No change 8,615 $2.3M
Ingalls & Snyder LLC 0.09% Add +1.5% 8,607 $2.3M
Walter & Keenan Wealth Management LLC /in/ 0.71% Add +0.1% 8,594 $2.3M
Rothschild Investment LLC 0.15% Reduce -0.5% 8,584 $2.3M
Moneta Group Investment Advisors LLC 0.03% Reduce -5.6% 8,568 $2.3M
IFG Advisory, LLC 0.15% Reduce -0.6% 8,565 $2.3M
Pinnacle Wealth Management, LLC 2.77% Reduce -2.7% 8,546 $2.3M
Investors Asset Management of Georgia Inc. /Ga/ 1.09% No change 8,529 $2.3M
Western Wealth Management, LLC 0.13% Add +13.6% 8,527 $2.3M
Capstone Investment Advisors, LLC 0.08% Add +322.0% 8,503 $2.3M
Beacon Bank & Trust 0.54% Add +0.4% 8,493 $2.3M
Nomura Holdings Inc. 0.02% Reduce -84.7% 8,487 $2.3M
AlTi Global, Inc. 0.06% Reduce -10.5% 8,436 $2.3M
Hardy Reed LLC 0.20% Add +2.8% 8,428 $2.3M
Jackson Wealth Management, LLC 0.27% New 8,405 $2.3M
Principle Wealth Partners LLC 0.16% No change 8,381 $2.3M
SageView Advisory Group, LLC 0.12% Reduce -23.6% 8,378 $2.3M
Beaumont Financial Advisors, LLC 0.18% Reduce -4.2% 8,369 $2.3M
Alps Advisors Inc. 0.02% Reduce -18.9% 8,369 $2.3M
Fiduciary Family Office, LLC 0.75% Reduce -2.5% 8,340 $2.3M
Signet Investment Advisory Group, Inc. 1.13% Reduce -0.3% 8,324 $2.3M
Prosperity Consulting Group, LLC 0.18% Reduce -20.0% 8,318 $2.3M
Oliver Lagore Vanvalin Investment Group 0.60% No change 8,244 $2.2M
Lazard Freres Gestion S.A.S. 0.05% No change 8,235 $2.2M
Cannell & Spears LLC 0.04% Add +2.4% 8,207 $2.2M
Seven Eight Capital, LP 0.20% New 8,193 $2.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +1.6% 8,160 $2.2M
Osborne Partners Capital Management, LLC 0.12% Reduce -0.0% 8,120 $2.2M
Procyon Advisors, LLC 0.15% Add +0.0% 8,075 $2.2M
SOA Wealth Advisors, LLC. 0.42% Add +2.7% 8,031 $2.2M
Davis Investment Partners, LLC 0.91% Add +0.5% 8,011 $2.2M
IFP Advisors, Inc 0.08% Add +2.1% 7,992 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +1.0% 7,979 $2.2M
Taylor Frigon Capital Management LLC 1.08% Reduce -2.6% 7,953 $2.2M
Magellan Asset Management Ltd 0.02% Reduce -55.4% 7,879 $2.1M
Pitcairn Co. 0.13% Reduce -13.3% 7,860 $2.1M
Mutual Advisors, LLC 0.06% Add +11.3% 7,849 $2.1M
Aptus Capital Advisors, LLC 0.03% Add +21.6% 7,811 $2.1M
Rockland Trust Co. 0.10% Reduce -21.4% 7,748 $2.1M
Beverly Hills Private Wealth, LLC 0.43% Reduce -13.3% 7,743 $2.1M
Burke & Herbert Bank & Trust Co. 0.49% Reduce -0.1% 7,737 $2.1M
Holderness Investments Co. 0.46% Add +2.9% 7,710 $2.1M
Citizens National Bank Trust Department 0.44% Reduce -4.3% 7,686 $2.1M
Palisade Asset Management, LLC 0.20% Add +1.4% 7,665 $2.1M
Excalibur Management Corp. 0.79% Reduce -0.4% 7,638 $2.1M
Intellectus Partners, LLC 0.53% Reduce -1.8% 7,560 $2.1M
RMR Capital Management, LLC 1.74% No change 7,558 $2.0M
Dover Advisors, LLC 1.16% Reduce -1.2% 7,545 $2.0M
Oldfather Financial Services, LLC 0.78% Add +0.2% 7,515 $2.0M
Level Four Advisory Services, LLC 0.09% Add +40.6% 7,532 $2.0M
Eagle Asset Management Inc. 0.01% Add +30.6% 7,049 $2.0M
Thoroughbred Financial Services, LLC 0.13% Reduce -1.9% 7,467 $2.0M
Caldwell Sutter Capital, Inc. 0.94% Reduce -0.1% 7,419 $2.0M
Veracity Capital LLC 0.77% Add +0.4% 7,419 $2.0M
IPG Investment Advisors LLC 0.44% Add +491.7% 7,408 $2.0M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -2.9% 7,407 $2.0M
Boltwood Capital Management 0.59% Reduce -0.7% 7,402 $2.0M
AIA Group Ltd 0.05% Add +2.8% 7,400 $2.0M
Raab & Moskowitz Asset Management LLC 0.51% Reduce -1.0% 7,394 $2.0M
Applied Finance Capital Management, LLC 0.09% Add +0.6% 7,389 $2.0M
Edgestream Partners, L.P. 0.09% Add +493.9% 7,382 $2.0M
KWB Wealth 0.26% Reduce -11.5% 8,628 $2.0M
Berkshire Asset Management LLC 0.10% No change 8,622 $2.0M
Aster Capital Management (DIFC) Ltd 0.43% — 7,320 $2.0M
Nixon Peabody Trust Co. 0.17% No change 7,304 $2.0M
Arkadios Wealth Advisors 0.11% Add +11.2% 7,292 $2.0M
Trexquant Investment LP 0.03% New 7,271 $2.0M
Birinyi Associates Inc. 0.56% No change 7,250 $2.0M
Gateway Investment Advisers LLC 0.02% Reduce -1.6% 7,223 $2.0M
Associated Banc-Corp 0.06% Reduce -2.0% 7,217 $2.0M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -2.1% 7,198 $2.0M
Cadence Bank 0.13% No change 7,172 $1.9M
Wolf Group Capital Advisors 0.92% Add +13.1% 11,159 $1.9M
Blue Zone Wealth Advisors, LLC 0.60% Reduce -7.3% 7,164 $1.9M
Argus Investors' Counsel, Inc. 1.27% Reduce -19.4% 7,156 $1.9M
Van Strum & Towne Inc. 0.67% No change 7,140 $1.9M
RMR Wealth Builders 0.21% Reduce -3.2% 7,139 $1.9M
Everett Harris & Co. 0.02% Reduce -0.7% 7,138 $1.9M
Auxier Asset Management LLC 0.29% Add +0.5% 7,133 $1.9M
GeoWealth Management, LLC 0.07% Reduce -8.5% 7,082 $1.9M
Fort Point Capital Partners LLC 0.24% Add +1.2% 7,074 $1.9M
GAMMA Investing LLC 0.19% Add +30.0% 7,074 $1.9M
GLOBALT Investments LLC / GA 0.07% Reduce -7.6% 7,069 $1.9M
Lanark Financial, Inc. 0.16% Reduce -7.1% 7,014 $1.9M
Stablepoint Partners, LLC 0.35% Add +0.8% 6,989 $1.9M
Hilltop National Bank 0.57% Add +5.9% 6,968 $1.9M
Beacon Financial Group 0.20% Add +2.6% 6,910 $1.9M
Trust Asset Management LLC 0.15% Reduce -0.5% 6,907 $1.9M
Citadel Investment Advisory, Inc. 0.98% No change 6,884 $1.9M
Piscataqua Savings Bank 1.58% No change 6,863 $1.9M
Beach Investment Counsel Inc. 0.23% Reduce -7.7% 6,860 $1.9M
Red Cedar Investment Management, LLC 0.24% Add +142.9% 6,836 $1.9M
Dynasty Wealth Management, LLC 0.06% Add +1.8% 6,801 $1.8M
Catalyst Funds Management Pty Ltd 0.41% Add +518.2% 6,800 $1.8M
Obermeyer Wealth Partners 0.10% Reduce -8.7% 6,793 $1.8M
Financial Counselors Inc. 0.03% Add +10.6% 6,776 $1.8M
Center for Financial Planning, Inc. 0.25% Reduce -6.1% 6,760 $1.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +3.5% 6,790 $1.8M
Blue Trust, Inc. 0.02% Add +46.4% 7,897 $1.8M
Cape Cod Five Cents Savings Bank 0.17% Reduce -11.6% 6,685 $1.8M
Checchi Capital Advisers, LLC 0.13% Add +1.8% 6,665 $1.8M
Robertson Stephens Wealth Management, LLC 0.07% Add +11.2% 6,663 $1.8M
Bank Ozk 0.75% Reduce -0.8% 6,662 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -87.8% 6,661 $1.8M
Private Trust Co. NA 0.18% Add +17.8% 6,652 $1.8M
Legacy Edge Advisors, LLC 0.29% Reduce -2.9% 6,644 $1.8M
Daymark Wealth Partners, LLC 0.08% Add +0.3% 101,287 $1.8M
Ascent Group, LLC 0.14% Add +8.3% 6,630 $1.8M
Journey Strategic Wealth LLC 0.07% Add +16.6% 6,610 $1.8M
McAdam, LLC 0.10% Reduce -8.5% 6,596 $1.8M
Forum Financial Management, LP 0.03% Add +0.0% 6,591 $1.8M
USA Financial Formulas 0.28% Add +2.1% 6,560 $1.8M
Focus Partners Advisor Solutions, LLC 0.04% Add +2.8% 6,552 $1.8M
Venturi Wealth Management, LLC 0.09% Add +4.2% 6,548 $1.8M
GFG Capital, LLC 0.71% Add +2.5% 10,351 $1.8M
Redwood Investment Management, LLC 0.16% Reduce -6.9% 6,509 $1.8M
Chesapeake Wealth Management 0.60% Reduce -0.9% 6,495 $1.8M
RB Capital Management, LLC 0.43% Add +24.4% 6,490 $1.8M
Greenwood Gearhart LLC 0.15% Reduce -0.4% 6,488 $1.8M
Advisory Research Inc. 0.31% Reduce -6.2% 6,477 $1.8M
Symphony Financial, Ltd. Co. 0.29% Reduce -4.1% 6,461 $1.8M
Aurora Private Wealth, Inc. 1.37% Add +1.6% 6,444 $1.7M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -5.3% 6,393 $1.7M
S&co Inc. 0.11% No change 6,386 $1.7M
Parisi Gray Wealth Management 0.57% Add +0.1% 6,356 $1.7M
Busey Bank 0.06% Add +0.5% 6,266 $1.7M
Lee Danner & Bass Inc. 0.12% Add +3.7% 6,265 $1.7M
Stratos Wealth Advisors, LLC 0.08% Reduce -0.6% 6,249 $1.7M
PFG Investments, LLC 0.11% Reduce -3.9% 6,249 $1.7M
Diligent Investors, LLC 0.39% Add +0.0% 6,247 $1.7M
Washington Trust Advisors, Inc. 0.14% No change 6,182 $1.7M
Insight Advisors, LLC/ PA 0.29% Reduce -3.7% 6,147 $1.7M
Summit Global Investments 0.11% Reduce -20.6% 6,143 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +69.2% 6,136 $1.7M
Abundance Wealth Counselors 0.34% Reduce -3.2% 6,131 $1.7M
Westpac Banking Corp. 0.11% Add +3.3% 6,093 $1.7M
YHB Investment Advisors, Inc. 0.14% Add +2.1% 6,086 $1.7M
Old National Bancorp 0.04% Add +17.8% 6,083 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Add +0.8% 6,055 $1.6M
Meiji Yasuda Life Insurance Co 0.03% Reduce -62.8% 6,047 $1.6M
Weil Company, Inc. 0.54% No change 6,035 $1.6M
MainStreet Investment Advisors LLC 0.22% Reduce -12.6% 5,998 $1.6M
Community Bank, N.A. 0.21% Reduce -0.8% 5,997 $1.6M
Bank of Hawaii 0.07% Reduce -3.3% 5,995 $1.6M
McCarter Private Wealth Services LLC 1.03% — 5,994 $1.6M
Monte Financial Group, LLC 0.67% Reduce -14.5% 5,987 $1.6M
GTS Securities LLC 0.03% Add +4.1% 5,980 $1.6M
Ransom Advisory, Ltd 0.75% No change 5,946 $1.6M
Western Financial Corp 0.91% Add +28.6% 5,944 $1.6M
Mather Group, Llc. 0.02% Reduce -33.3% 5,930 $1.6M
Prospera Financial Services Inc 0.04% Reduce -0.8% 5,917 $1.6M
Fielder Capital Group LLC 0.53% Add +1.4% 5,917 $1.6M
Flagship Harbor Advisors, LLC 0.09% Add +7.4% 5,913 $1.6M
Farther Finance Advisors, LLC 0.06% Add +41.4% 5,905 $1.6M
44 Wealth Management LLC 0.56% — 5,895 $1.6M
Geneos Wealth Management Inc. 0.06% Add +7.4% 5,889 $1.6M
Delphi Management Inc. 1.45% Reduce -25.9% 5,865 $1.6M
Weik Capital Management 0.64% Reduce -0.3% 5,863 $1.6M
Prostatis Group LLC 0.52% Add +23.1% 5,842 $1.6M
HTLF Bank 0.17% Reduce -6.1% 5,829 $1.6M
Focus Financial Network, Inc. 0.06% Add +2.8% 5,829 $1.6M
Highline Wealth Partners LLC 0.53% Add +0.2% 5,823 $1.6M
Cigna Investments Inc. 0.28% Reduce -0.5% 5,817 $1.6M
TrinityPoint Wealth, LLC 0.23% Reduce -0.1% 5,807 $1.6M
Hohimer Wealth Management, LLC 0.34% Add +2.6% 5,792 $1.6M
Twin Capital Management Inc. 0.18% Reduce -2.8% 5,777 $1.6M
Private Management Group Inc. 0.05% Reduce -91.4% 5,760 $1.6M
BayBridge Capital Group, LLC 1.12% Reduce -1.2% 5,748 $1.6M
Grove Bank & Trust 0.23% Add +3.2% 5,742 $1.6M
AXS Investments LLC 0.42% Reduce -1.9% 5,736 $1.6M
Blodgett Wealth Advisors, LLC 1.30% Add +441.3% 5,716 $1.6M
Interchange Capital Partners, LLC 0.55% Reduce -1.9% 5,692 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.9% 5,689 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +0.3% 5,671 $1.5M
Waldron Private Wealth LLC 0.06% Add +4.0% 5,668 $1.5M
Brophy Wealth Management, LLC 0.55% — 5,652 $1.5M
Leavell Investment Management, Inc. 0.08% Add +12.7% 5,648 $1.5M
Trust Point Inc. 0.11% Reduce -1.2% 5,647 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -1.3% 5,629 $1.5M
Ledyard National Bank 0.14% Reduce -2.1% 5,610 $1.5M
J. W. Coons Advisors, LLC 0.28% Reduce -2.4% 5,607 $1.5M
Manchester Capital Management LLC 0.18% Add +24.0% 5,586 $1.5M
Northcape Wealth Management, LLC 0.50% No change 5,580 $1.5M
Sirios Capital Management L P 0.27% Reduce -34.1% 5,577 $1.5M
Woodstock Corp. 0.15% Reduce -2.6% 5,574 $1.5M
Simmons Bank 0.11% Add +0.0% 5,569 $1.5M
Syon Capital LLC 0.13% Reduce -0.3% 5,567 $1.5M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -0.4% 5,538 $1.5M
Highview Capital Management LLC 0.61% Add +4.9% 5,534 $1.5M
Transatlantique Private Wealth LLC 0.57% Reduce -23.8% 5,532 $1.5M
Diversify Advisory Services, LLC 0.08% Add +0.5% 5,503 $1.5M
Crewe Advisors LLC 0.17% Reduce -0.3% 5,528 $1.5M
KRS Capital Management, LLC 1.09% Add +3.9% 5,521 $1.5M
Laurel Wealth Advisors LLC 0.24% Reduce -0.3% 5,521 $1.5M
Cambridge Financial Group, LLC 0.62% Reduce -7.5% 5,516 $1.5M
Icon Advisers Inc. 0.33% No change 5,500 $1.5M
Cumberland Partners Ltd 0.10% Add +175.0% 5,500 $1.5M
Carr Financial Group Corp 0.44% Add +0.3% 5,464 $1.5M
Stonebrook Private Inc. 0.39% Reduce -4.4% 5,461 $1.5M
Strategic Investment Advisors / MI 0.16% Reduce -3.9% 5,459 $1.5M
Lawson Kroeker Investment Management Inc. 0.27% No change 5,458 $1.5M
Alpine Bank Wealth Management 0.24% — 5,445 $1.5M
Saxon Interests, Inc. 0.67% Add +11.0% 5,441 $1.5M
Spinnaker Trust 0.09% Reduce -28.9% 5,439 $1.5M
Signal Advisors Wealth, LLC 0.21% New 5,434 $1.5M
Brevan Howard Capital Management LP 0.07% Reduce -54.1% 5,383 $1.5M
Stokes Family Office, LLC 0.16% Reduce -8.3% 5,382 $1.5M
Smartleaf Asset Management LLC 0.18% Add +48.3% 5,361 $1.5M
Cypress Wealth Services, LLC 0.30% Add +2.9% 5,342 $1.4M
Edge Capital Group, LLC 0.06% Reduce -0.7% 5,338 $1.4M
Groupama Asset Managment 0.04% Add +0.4% 6,645 $1.4M
Lebenthal Global Advisors, LLC 0.29% Add +11.4% 5,330 $1.4M
MeadowBrook Investment Advisors LLC 1.33% Reduce -1.9% 5,324 $1.4M
Harbour Investments, Inc. 0.04% Add +15.4% 5,302 $1.4M
Profit Investment Management, LLC 1.13% Reduce -7.0% 5,280 $1.4M
S.A. Mason LLC 0.76% Add +0.0% 5,280 $1.4M
Ramirez Asset Management, Inc. 0.27% Reduce -0.2% 5,220 $1.4M
PFG Advisors 0.09% Add +13.7% 5,209 $1.4M
Brighton Jones LLC 0.05% Reduce -1.8% 5,208 $1.4M
Factorial Partners, LLC 0.81% No change 5,200 $1.4M
Summit Financial, LLC 0.06% Add +61.4% 5,199 $1.4M
Cornerstone Planning Group LLC 0.37% Add +0.3% 5,185 $1.4M
Pecaut & Co. 0.50% Reduce -0.9% 5,169 $1.4M
IHT Wealth Management, LLC 0.04% Add +9.0% 5,140 $1.4M
Vectors Research Management, LLC 0.42% No change 5,189 $1.4M
Sterling Wealth Management, Inc. 0.52% No change 5,128 $1.4M
Paragon Private Wealth Management, LLC 0.69% Add +7.0% 5,116 $1.4M
WealthTrust Axiom LLC 0.41% Add +14.4% 5,101 $1.4M
Wealth Alliance, LLC 0.16% Add +1.7% 5,066 $1.4M
Legacy Advisors, LLC 0.15% Add +1.0% 5,026 $1.4M
Gen-Wealth Partners Inc 0.59% Reduce -5.6% 4,967 $1.4M
Capital Analysts, LLC 0.06% Add +24.7% 5,019 $1.4M
Aspiriant, LLC 0.05% Reduce -12.2% 5,002 $1.4M
Spirit of America Management Corp. 0.27% No change 5,000 $1.4M
Olstein Capital Management, L.P. 0.23% Reduce -66.7% 5,000 $1.4M
Harbor Investment Advisory, LLC 0.13% Reduce -4.4% 4,991 $1.4M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -1.7% 4,967 $1.3M
Patten & Patten Inc. 0.09% Reduce -23.5% 4,962 $1.3M
Adero Partners, LLC 0.09% Add +1.5% 4,944 $1.3M
Fortis Capital Advisors, LLC 0.45% New 4,925 $1.3M
Levin Capital Strategies, L.P. 0.13% Add +0.0% 4,916 $1.3M
Beaumont Asset Management, L.L.C. 0.77% Add +1.9% 4,905 $1.3M
Avestar Capital, LLC 0.14% Add +8.4% 4,886 $1.3M
Mraz, Amerine & Associates, Inc. 0.24% Reduce -13.9% 4,881 $1.3M
Garde Capital, Inc. 0.09% No change 4,838 $1.3M
Harvest Fund Management Co., Ltd 0.08% Add +3.9% 4,824 $1.3M
Baker Avenue Asset Management, LP 0.04% Add +9.7% 4,801 $1.3M
Leisure Capital Management 0.56% No change 4,799 $1.3M
Moloney Securities Asset Management, LLC 0.18% Reduce -2.0% 4,798 $1.3M
Wealthcare Advisory Partners LLC 0.04% Add +10.0% 4,798 $1.3M
Boyar Asset Management Inc. 0.84% No change 4,785 $1.3M
Virtu Financial LLC 0.07% New 4,781 $1.3M
World Investment Advisors 0.04% Add +430.6% 4,765 $1.3M
Sentry Investment Management LLC 0.54% Reduce -1.7% 4,753 $1.3M
AlphaStar Capital Management, LLC 0.10% Add +382.9% 4,752 $1.3M
Capricorn Fund Managers Ltd 0.87% Add +9.3% 4,734 $1.3M
American Trust 0.11% Reduce -32.8% 4,732 $1.3M
Muirfield Wealth Advisors LLC 1.09% Add +0.3% 4,730 $1.3M
NWK Group, Inc. 0.52% Reduce -77.2% 4,701 $1.3M
L. Roy Papp & Associates, LLP 0.15% No change 4,700 $1.3M
North Star Investment Management Corp. 0.09% Reduce -0.8% 4,684 $1.3M
Pflug Koory, LLC 0.08% — 4,679 $1.3M
Verition Fund Management LLC 0.01% Add +7.6% 4,679 $1.3M
Sapient Capital LLC 0.03% Add +101.8% 4,678 $1.3M
Allegheny Financial Group 0.31% Add +2.6% 4,670 $1.3M
Barden Capital Management, Inc. 1.11% Reduce -7.8% 4,659 $1.3M
WASHINGTON TRUST Co 0.04% Reduce -0.2% 4,648 $1.3M
RNC Capital Management LLC 0.07% No change 5,428 $1.3M
First Command Advisory Services, Inc. 0.01% Reduce -1.6% 4,632 $1.3M
TCI Wealth Advisors, Inc. 0.11% Add +1.5% 4,613 $1.3M
Confluence Wealth Services, Inc. 0.09% Reduce -6.8% 4,612 $1.3M
BigSur Wealth Management LLC 0.34% Add +18.0% 4,603 $1.2M
Ignite Planners, LLC 0.29% Reduce -1.7% 4,602 $1.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.79% No change 4,600 $1.2M
Twelve Points Wealth Management LLC 0.39% Add +0.6% 4,591 $1.2M
Sentry LLC 0.24% No change 4,591 $1.2M
Byrne Asset Management LLC 0.87% New 4,590 $1.2M
Compound Planning, Inc. 0.08% Add +6.7% 4,589 $1.2M
Chicago Partners Investment Group LLC 0.04% Add +3.5% 4,579 $1.2M
Paloma Partners Management Co 0.09% Reduce -13.5% 4,570 $1.2M
Fullcircle Wealth LLC 0.56% Add +4.0% 4,562 $1.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.04% Reduce -42.4% 4,562 $1.2M
Tufton Capital Management 0.23% No change 4,560 $1.2M
Magnus Financial Group LLC 0.13% Reduce -15.6% 4,547 $1.2M
PGIM Custom Harvest LLC 0.03% Add +5.5% 4,546 $1.2M
Premier Path Wealth Partners, LLC 0.19% Reduce -0.2% 4,531 $1.2M
Accredited Investors Inc. 0.07% Add +23.9% 4,526 $1.2M
Aspire Private Capital, LLC 0.29% Add +1.4% 4,525 $1.2M
Verus Capital Partners, LLC 0.12% Reduce -0.8% 4,524 $1.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.07% Add +330.7% 4,522 $1.2M
Mattson Financial Services, LLC 0.44% Reduce -0.8% 5,275 $1.2M
Canopy Partners, LLC 0.52% Add +7.3% 4,477 $1.2M
Orrstown Financial Services Inc. 0.36% No change 4,473 $1.2M
Becker Capital Management Inc. 0.04% No change 4,471 $1.2M
Oakworth Capital, Inc. 0.08% Add +7.1% 4,465 $1.2M
Conning Inc. 0.04% Reduce -1.0% 4,460 $1.2M
Semper Augustus Investments 0.20% Reduce -1.4% 4,454 $1.2M
Koshinski Asset Management, Inc. 0.10% Reduce -1.1% 4,454 $1.2M
Sage Rhino Capital LLC 0.27% Add +0.7% 4,453 $1.2M
IFG Advisors, LLC 0.26% Add +0.1% 4,442 $1.2M
Advisors Capital Management, LLC 0.02% Reduce -3.3% 4,426 $1.2M
Delta Financial Group, Inc. 0.44% No change 4,409 $1.2M
Resources Management Corp. /CT/ 0.16% No change 4,405 $1.2M
Ervin Investment Management, LLC 0.76% Reduce -2.0% 4,391 $1.2M
United Asset Strategies, Inc. 0.11% Reduce -4.5% 4,378 $1.2M
Bond & Devick Financial Network, Inc. 0.51% Add +0.5% 4,374 $1.2M
Schulhoff & Co. Inc. 0.49% No change 4,370 $1.2M
Guardian Investment Management 1.02% No change 4,367 $1.2M
Bedel Financial Consulting, Inc. 0.17% Add +0.1% 4,340 $1.2M
Red Door Wealth Management, LLC 0.20% No change 4,336 $1.2M
Landscape Capital Management, L.L.C. 0.12% New 4,334 $1.2M
Proathlete Wealth Management LLC 0.48% Add +0.2% 4,319 $1.2M
Orleans Capital Management Corp. 0.66% Reduce -1.1% 4,315 $1.2M
Wbi Investments, LLC 0.28% New 4,310 $1.2M
Solitude Financial Services 0.49% Add +0.2% 4,250 $1.2M
Atlas Brown,Inc. 0.40% Reduce -3.8% 4,249 $1.2M
Promethium Advisors,llc 0.81% — 4,226 $1.1M
CWA Asset Management Group, LLC 0.06% — 4,225 $1.1M
Wellington Shields & Co., LLC 0.35% No change 4,220 $1.1M
Baldwin Investment Management, LLC 0.14% Add +2.4% 4,210 $1.1M
Lyell Wealth Management, LP 0.10% No change 4,205 $1.1M
Capital Management Associates 1.27% No change 4,196 $1.1M
Salem Investment Counselors Inc. 0.03% No change 4,187 $1.1M
Prairie Sky Financial Group LLC 0.64% No change 4,181 $1.1M
Wesbanco Bank Inc. 0.04% Add +17.7% 4,178 $1.1M
Brooks, Moore & Associates, Inc. 0.67% No change 4,173 $1.1M
Jamison Private Wealth Management, Inc. 0.17% Add +0.0% 4,165 $1.1M
Amarillo National Bank 0.21% No change 4,156 $1.1M
Scientech Research LLC 0.22% New 4,150 $1.1M
Essex Investment Management Co. LLC 0.20% No change 4,148 $1.1M
Benin Management CORP 0.32% Reduce -2.5% 4,146 $1.1M
American National Bank & Trust 0.13% No change 4,128 $1.1M
Graypoint LLC 0.07% Add +8.5% 4,100 $1.1M
Paradigm Asset Management Co. LLC 0.29% No change 4,100 $1.1M
Colonial Trust Co / SC 0.17% Add +4.2% 4,090 $1.1M
Aaron Wealth Advisors LLC 0.13% Add +10.3% 4,074 $1.1M
Modern Wealth Management, LLC 0.07% Add +1.9% 4,044 $1.1M
Evermay Wealth Management LLC 0.18% No change 4,041 $1.1M
Morse Asset Management, Inc 0.24% No change 4,040 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -6.0% 4,030 $1.1M
Ellevest, Inc. 0.06% Reduce -1.7% 4,029 $1.1M
Ipswich Investment Management Co., Inc. 0.25% No change 4,026 $1.1M
Sunflower Bank, N.A. 0.30% Add +4.2% 4,019 $1.1M
WBH Advisory Inc. 0.10% Reduce -3.0% 3,993 $1.1M
Alhambra Investment Management LLC 0.56% Reduce -0.6% 3,990 $1.1M
Evanson Asset Management, LLC 0.08% Add +0.0% 3,989 $1.1M
First Affirmative Financial Network 0.59% Reduce -7.5% 3,987 $1.1M
Fidelis Capital Partners, LLC 0.13% Add +3.0% 3,984 $1.1M
Bison Wealth, LLC 0.17% Reduce -71.5% 3,981 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.07% New 3,978 $1.1M
Boston Financial Mangement LLC 0.03% Reduce -1.4% 3,973 $1.1M
Centerpoint Advisors, LLC 0.37% No change 3,970 $1.1M
West Coast Financial LLC 0.12% No change 3,949 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -19.1% 3,904 $1.1M
Forte Capital LLC 0.12% Add +105.7% 3,914 $1.1M
Culbertson A N & Co. Inc. 0.17% No change 3,913 $1.1M
Kestra Investment Management, LLC 0.05% Add +19.2% 3,912 $1.1M
Next Level Private LLC 0.43% Add +0.4% 3,909 $1.1M
Sanders Morris Harris LLC 0.18% No change 3,892 $1.1M
MTM Investment Management, LLC 0.41% No change 3,822 $1.1M
Clarius Group, LLC 0.07% Reduce -3.3% 3,879 $1.0M
Sompo Asset Management Co., Ltd. 0.16% Reduce -9.4% 3,860 $1.0M
LGT Fund Management Co Ltd. 0.11% Add +1.3% 3,851 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -63.3% 3,842 $1.0M
Bridges Investment Management Inc. 0.01% Add +0.5% 3,824 $1.0M
Alexander Randolph Advisory, Inc. 0.91% Reduce -2.7% 3,807 $1.0M
First Western Trust Bank 0.05% Reduce -2.9% 3,807 $1.0M
Unigestion Holding SA 0.05% New 3,802 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -13.0% 3,801 $1.0M
Souders Financial Advisors 0.14% New 3,792 $1.0M
Global Trust Asset Management, LLC 0.38% Add +49.3% 3,791 $1.0M
Numerai GP LLC 0.27% New 3,765 $1.0M
Olistico Wealth, LLC 0.62% Add +5.9% 3,763 $1.0M
Gratus Wealth Advisors, LLC 0.17% Add +3.4% 3,717 $1.0M
Marcum Wealth, LLC 0.09% Add +35.5% 3,747 $1.0M
Mayflower Financial Advisors, LLC 0.15% Reduce -5.5% 3,730 $1.0M
Inceptionr LLC 0.25% New 3,723 $1.0M
Kingswood Wealth Advisors, LLC 0.07% Add +34.0% 3,678 $997K
Realta Investment Advisors 0.46% Reduce -87.0% 3,606 $997K
Burford Brothers, Inc. 0.52% Add +12.0% 3,676 $997K
Elevation Point Wealth Partners, LLC 0.10% Reduce -17.9% 3,674 $996K
Cornerstone Wealth Management, LLC 0.07% Add +3.7% 3,666 $994K
Prescott Group Capital Management, L.L.C. 0.14% No change 3,662 $993K
Strategic Advisors LLC 0.18% Add +0.1% 3,654 $991K
Aries Wealth Management 0.27% Reduce -1.0% 3,653 $991K
Cable Hill Partners, LLC 0.10% Add +4.5% 3,638 $987K
Sage Mountain Advisors LLC 0.08% Add +5.5% 3,625 $983K
Larson Financial Group LLC 0.06% Add +32.6% 3,620 $982K
Philadelphia Trust Co. 0.07% Add +0.5% 3,611 $979K
Virtus Advisers, LLC 0.46% Add +1.1% 3,601 $977K
Holowesko Partners Ltd. 0.52% Reduce -93.9% 3,600 $976K
Saybrook Capital 0.28% No change 3,600 $976K
Platform Technology Partners 0.31% Reduce -5.3% 3,593 $974K
Howard Capital Management, LLC 0.02% New 3,581 $971K
Oak Asset Management, LLC 0.34% No change 3,580 $971K
Lazari Capital Management, Inc. 0.42% Reduce -1.8% 3,578 $970K
Empirical Asset Management, LLC 0.34% New 3,557 $965K
LVW Advisors, LLC 0.12% Add +2.8% 3,550 $963K
US Asset Management LLC 0.85% Reduce -0.2% 3,336 $960K
Resolute Wealth Strategies, LLC 0.50% Add +3.1% 3,534 $959K
BSW Wealth Partners 0.14% Reduce -0.6% 3,531 $958K
Cornerstone Wealth Group, LLC 0.08% Add +1.3% 3,524 $956K
Hills Bank & Trust Co 0.07% No change 3,524 $956K
Meridian Wealth Management, LLC 0.05% New 3,517 $954K
Doliver Advisors, LP 0.26% Reduce -0.8% 3,508 $951K
Alerus Financial NA 0.07% Reduce -1.3% 3,505 $951K
U S Global Investors Inc. 0.09% Add +66.7% 3,500 $949K
ERn Financial, LLC 0.14% Add +15.0% 3,493 $947K
Sendero Wealth Management, LLC 0.15% No change 3,462 $939K
Amica Retiree Medical Trust 0.77% — 3,442 $933K
MIdWestOne Financial Group, Inc. 0.13% No change 3,431 $930K
Everhart Financial Group, Inc. 0.21% Add +17.4% 3,427 $929K
Shay Capital LLC 0.27% New 3,425 $929K
180 Wealth Advisors, LLC 0.15% Add +93.4% 3,421 $928K
OmniStar Financial Group, Inc. 0.69% New 3,402 $924K
Knightsbridge Asset Management, LLC 0.21% Add +0.4% 3,405 $923K
Defined Wealth Management, LLC 0.60% Add +1.4% 3,405 $923K
LGL Partners, LLC 0.13% Add +1.9% 3,388 $919K
Watts Gwilliam & Co., LLC 0.20% — 3,407 $917K
Tanager Wealth Management LLP 0.12% Reduce -0.3% 3,375 $915K
CFO4Life Group, LLC 0.16% Reduce -7.7% 3,371 $914K
Basepoint Wealth LLC 0.67% Add +4.9% 3,367 $913K
International Assets Investment Management, LLC 0.07% Reduce -0.9% 3,354 $910K
Atlanta Consulting Group Advisors, LLC 0.23% Add +0.8% 3,346 $908K
First Foundation Advisors 0.03% Add +3.8% 3,341 $906K
Bell Bank 0.11% Add +0.3% 3,338 $905K
Geller Advisors LLC 0.06% Add +0.6% 3,329 $903K
Catalina Capital Group, LLC 0.31% Add +9.8% 3,322 $901K
Kovack Advisors, Inc. 0.10% Add +1.8% 3,321 $901K
Richwood Investment Advisors, LLC 0.74% Reduce -2.6% 3,321 $901K
Spire Wealth Management 0.03% Reduce -12.5% 3,320 $900K
Quent Capital, LLC 0.09% Add +10.3% 3,318 $900K
Aspen Investment Management Inc 0.42% No change 3,315 $899K
Sigma Investment Counselors Inc. 0.05% Add +1.0% 3,306 $897K
Bridgefront Capital, LLC 0.35% Reduce -26.6% 3,305 $896K
Financial Management Network Inc. 0.19% Add +2.4% 3,239 $894K
SeaCrest Wealth Management, LLC 0.10% Add +1.5% 3,284 $891K
Zullo Investment Group, Inc. 0.37% Add +0.6% 3,267 $886K
Quantum Financial Advisors, LLC 0.14% Add +135.6% 3,268 $886K
Plancorp, LLC 0.04% Add +0.8% 3,265 $885K
Aljian Capital Management, LLC 0.21% New 3,260 $884K
Cetera Trust Company, N.A 0.54% Reduce -2.3% 3,260 $884K
Hartford Financial Management Inc. 0.18% No change 3,258 $884K
Brooklyn Investment Group 0.29% Add +12.8% 3,254 $882K
Leo Wealth, LLC 0.08% Reduce -3.2% 3,251 $882K
Somerville Kurt F 0.14% No change 3,250 $881K
Lewis Asset Management, LLC 0.64% Add +21.7% 3,249 $881K
WMS Partners, LLC 0.05% Reduce -29.9% 3,239 $878K
Advisor OS, LLC 0.09% Add +7.1% 3,229 $876K
Altfest L J & Co. Inc. 0.12% Add +0.1% 3,215 $872K
Matrix Asset Advisors Inc. 0.10% No change 3,212 $871K
First International Bank & Trust 0.28% Add +0.7% 3,208 $870K
United Community Bank 0.34% Reduce -17.1% 3,204 $869K
Pekin Hardy Strauss, Inc. 0.11% Add +2.1% 3,197 $867K
Wellington Wealth Strategies, LLC. 0.66% New 3,207 $866K
Elyxium Wealth, LLC 0.48% — 3,188 $865K
McGlone Suttner Wealth Management, Inc. 0.18% Add +33.0% 3,170 $860K
EverSource Wealth Advisors, LLC 0.05% Reduce -9.1% 3,164 $858K
Eagle Ridge Investment Management 0.07% Add +0.3% 3,148 $854K
SignalPoint Asset Management, LLC 0.20% Reduce -0.2% 3,148 $853K
Clean Yield Group 0.27% Add +1.5% 3,135 $850K
Lifeworks Advisors, LLC 0.17% Add +2.8% 3,134 $850K
Old Mission Investment Co LLC 0.26% Add +0.1% 3,132 $849K
Texas Yale Capital Corp. 0.04% Add +6.9% 3,123 $847K
Fort Pitt Capital Group, LLC 0.02% Reduce -0.9% 3,108 $843K
Westmount Partners, LLC 0.25% Reduce -0.7% 3,091 $838K
Ridgewood Investments LLC 0.42% Reduce -0.1% 3,086 $837K
Cary Street Partners Asset Management LLC 0.11% No change 3,074 $834K
Bath Savings Trust Co 0.08% No change 3,064 $831K
Purus Wealth Management, LLC 0.35% Reduce -1.8% 3,055 $828K
Greenland Capital Management LP 0.15% Add +12.5% 3,045 $826K
Linscomb Wealth, Inc. 0.04% Reduce -13.4% 3,039 $824K
Exchange Bank 0.67% Reduce -3.3% 3,035 $823K
Trueblood Wealth Management, LLC 0.41% Add +17.2% 3,034 $823K
Embree Financial Group 0.15% Add +0.2% 3,034 $823K
Continuum Advisory, LLC 0.10% Add +41.0% 2,853 $823K
Portside Wealth Group, LLC 0.14% Add +5.5% 3,030 $822K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -1.7% 3,029 $821K
Scissortail Wealth Management, LLC 0.20% Reduce -99.9% 3 $818K
LongView Wealth Management 0.26% Reduce -0.9% 3,011 $817K
Advisor Resource Council 0.37% New 3,006 $815K
Great Valley Advisor Group, Inc. 0.02% Add +6.9% 3,003 $815K
Legacy Wealth Management, LLC / MS 0.30% No change 3,000 $814K
Acima Private Wealth, LLC 0.27% No change 3,000 $814K
Parkside Investments, LLC 0.12% Reduce -14.3% 3,000 $814K
SRN Advisors, LLC 0.72% Reduce -27.9% 2,990 $811K
Tradition Wealth Management, LLC 0.07% Add +0.7% 2,977 $807K
Outlook Wealth Advisors, LLC 0.23% Reduce -2.2% 2,974 $807K
Cidel Asset Management Inc. 0.06% Reduce -8.3% 2,959 $802K
Hendley & Co. Inc. 0.28% Add +18.0% 2,950 $800K
SteelPeak Wealth, LLC 0.04% Reduce -87.6% 2,933 $795K
Centennial Bank 0.36% No change 2,931 $795K
PDS Planning, Inc 0.07% Add +0.4% 2,929 $794K
Twin Lakes Capital Management, LLC 0.51% Add +0.1% 2,914 $790K
Cambridge Advisors Inc. 0.17% Reduce -1.9% 2,910 $789K
Kavar Capital Partners Group, LLC 0.12% Add +1.5% 2,909 $789K
Legal Advantage Investments, Inc. 0.43% No change 2,900 $786K
Essex Bank 0.20% Reduce -3.7% 2,900 $786K
SPC Financial, Inc. 0.07% Reduce -5.6% 2,899 $786K
Strategic Blueprint, LLC 0.05% Add +0.7% 2,886 $783K
Hobbs Group Advisors, LLC 0.28% No change 2,863 $776K
Carnegie Investment Counsel 0.02% Add +34.2% 2,862 $776K
Balboa Wealth Partners 0.19% Add +9.7% 2,857 $775K
Bristol John W & Co. Inc. 0.01% No change 2,851 $773K
VeraBank, N.A. 0.23% No change 2,848 $772K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +36.7% 2,845 $772K
Indiana Trust & Investment Management Co 0.26% Reduce -1.4% 2,842 $771K
Stonegate Investment Group, LLC 0.02% Reduce -74.5% 2,838 $770K
Lindbrook Capital, LLC 0.07% Add +2.4% 2,833 $768K
Union Savings Bank 0.38% No change 2,822 $765K
GC Wealth Management RIA, LLC 0.13% New 2,810 $762K
CoreFirst Bank & Trust 0.44% No change 2,808 $762K
McIlrath & Eck, LLC 0.10% No change 2,802 $760K
Kearns & Associates LLC 0.50% No change 2,800 $759K
Pursue Wealth Partners LLC 0.41% No change 2,800 $759K
Arrow Financial Corp 0.07% Reduce -0.1% 2,789 $756K
Borer Denton & Associates, Inc. 0.26% Add +4.7% 2,787 $756K
Graves Light Lenhart Wealth, Inc. 0.09% No change 2,783 $755K
Cozad Asset Management Inc. 0.07% Reduce -9.8% 2,777 $753K
Bank Hapoalim BM 0.12% Reduce -3.2% 2,778 $753K
Marietta Investment Partners LLC 0.16% Add +0.9% 2,775 $753K
Cadent Capital Advisors, LLC 0.25% Add +28.0% 2,767 $750K
Legacy Financial Advisors, Inc. 0.13% Add +4.2% 2,765 $750K
Guardian Wealth Advisors, LLC / NC 0.08% Add +0.2% 2,753 $747K
Engineers Gate Manager LP 0.01% Reduce -58.0% 2,751 $746K
Proficio Capital Partners LLC 0.07% Reduce -15.2% 2,748 $745K
Revisor Wealth Management LLC 0.47% Add +0.6% 2,747 $745K
Veltria Advisors Corp. 0.29% Reduce -3.5% 2,729 $740K
Millington Financial Advisors, LLC 0.46% No change 2,727 $740K
Midwest Financial Group LLC 0.43% No change 2,723 $738K
Palisades Hudson Asset Management, L.P. 0.31% Add +22.5% 2,721 $738K
Avantax Planning Partners, Inc. 0.03% Reduce -34.4% 2,721 $738K
Hanson & Doremus Investment Management 0.12% No change 2,712 $735K
Triangle Securities Wealth Management 0.19% No change 2,710 $735K
MCF Advisors LLC 0.05% Reduce -0.8% 2,706 $734K
PFC Capital Group, Inc. 0.35% No change 2,700 $732K
Weaver Capital Management LLC 0.22% Add +47.8% 2,687 $729K
Quantum Portfolio Management LLC 0.39% Add +77.4% 2,673 $725K
Mechanics Bank Trust Department 0.10% Add +3.5% 2,670 $724K
Tritonpoint Wealth, LLC 0.07% Add +3.7% 2,664 $722K
Atlas Private Wealth Advisors 0.10% Reduce -11.9% 2,661 $722K
Aft, Forsyth & Company, Inc. 0.36% No change 2,661 $722K
RFP Financial Group LLC 0.23% Reduce -40.6% 2,658 $721K
Gsa Capital Partners LLP 0.05% Add +4.2% 2,655 $720K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 2,640 $716K
Cherry Tree Wealth Management, LLC 0.17% Reduce -3.0% 2,637 $715K
REDW Wealth LLC 0.18% Reduce -1.6% 2,631 $714K
Athena Investment Management 0.41% Reduce -1.8% 2,627 $712K
Outfitters Financial LLC 0.59% No change 2,625 $712K
FinTrust Capital Advisors, LLC 0.12% Reduce -1.0% 2,625 $712K
Fortune Financial Advisors, LLC 0.64% Reduce -5.1% 2,615 $709K
Traphagen Investment Advisors LLC 0.07% Add +3.6% 2,603 $706K
Pioneer Trust Bank N A 0.18% No change 2,600 $705K
Duncker Streett & Co. Inc. 0.13% Add +2.0% 2,600 $705K
Nilsine Partners, LLC 0.09% Reduce -9.9% 2,596 $704K
Signature Estate & Investment Advisors LLC 0.02% Add +2.3% 2,595 $704K
Revolve Wealth Partners, LLC 0.11% Add +102.0% 2,589 $702K
First City Capital Management, Inc. 0.36% No change 2,582 $700K
Channel Wealth LLC 0.23% No change 2,572 $698K
TNF LLC 0.25% No change 2,579 $696K
Founders Financial Alliance, LLC 0.19% Add +2.4% 2,562 $695K
Sippican Capital Advisors 0.48% No change 2,559 $694K
Princeton Global Asset Management LLC 0.13% Add +7.6% 2,550 $692K
Weatherly Asset Management L. P. 0.06% New 2,542 $689K
Harbour Investment Management LLC 0.30% No change 2,539 $689K
Hunter Associates Investment Management LLC 0.11% No change 2,524 $685K
1858 Wealth Management, LLC 0.56% Reduce -1.0% 2,520 $683K
Pathway Financial Advisers, LLC 0.31% Add +120.9% 2,516 $682K
Burt Wealth Advisors 0.17% No change 2,515 $682K
Meridian Wealth Advisors, LLC 0.11% Reduce -3.3% 2,508 $680K
Palogic Value Management, L.P. 0.28% No change 2,506 $680K
Tompkins Financial Corp. 0.06% Reduce -22.3% 2,498 $677K
Sage Capital Management, LLC 0.32% Add +0.0% 2,494 $676K
Prelude Capital Management, LLC 0.05% Add +2.9% 2,485 $674K
Catalyst Financial Partners LLC 0.13% Add +7.9% 2,484 $674K
DT Investment Partners, LLC 0.05% Add +3.3% 2,475 $671K
Marino, Stram & Associates LLC 0.15% Add +5.1% 2,474 $671K
Tobam 0.12% Add +41.9% 2,469 $670K
Simon Quick Advisors, LLC 0.04% Add +16.1% 2,462 $668K
Regatta Capital Group, LLC 0.13% Reduce -1.5% 2,460 $667K
MWA Asset Management 0.44% Reduce -1.0% 2,456 $666K
McLean Asset Management Corp 0.20% Reduce -3.7% 2,412 $666K
Tiemann Investment Advisors, LLC 0.29% Reduce -7.5% 2,451 $665K
Breakwater Capital Group 0.13% Reduce -33.5% 2,445 $663K
Raleigh Capital Management Inc. 0.25% Add +4.7% 2,436 $661K
Auxano Advisors, LLC 0.17% Add +0.4% 2,434 $660K
Stonebridge Capital Advisors LLC 0.05% Add +0.3% 2,423 $657K
SkyView Investment Advisors, LLC 0.11% Add +3.1% 2,423 $657K
Trillium Asset Management, LLC 0.02% No change 2,414 $655K
Wittenberg Investment Management, Inc. 0.21% No change 2,410 $654K
Childress Capital Advisors, LLC 0.18% Add +1.0% 2,407 $653K
LS Investment Advisors, LLC 0.10% No change 2,406 $653K
Keystone Wealth Services, LLC 0.18% New 2,401 $651K
Aua Capital Management, LLC 0.38% Reduce -0.5% 2,400 $651K
Confluence Investment Management LLC 0.01% No change 2,400 $651K
Westbourne Investment Advisors, Inc. 0.23% No change 2,398 $650K
Bar Harbor Wealth Management 0.04% Reduce -2.4% 2,384 $647K
Capital International Sarl 0.02% Add +73.4% 2,384 $647K
Strategic Advocates LLC 0.23% Reduce -27.9% 2,379 $645K
Weaver Consulting Group 0.20% No change 2,378 $645K
Monetary Management Group Inc. 0.17% No change 2,375 $644K
WMG Financial Advisors, LLC 0.29% New 2,370 $643K
Ballast Advisors LLC 0.20% Reduce -5.2% 2,365 $641K
Acropolis Investment Management, LLC 0.04% Reduce -2.8% 2,354 $638K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 2,350 $637K
Delta Investment Management, LLC 0.13% Add +6.5% 2,348 $637K
9258 Wealth Management, LLC 0.09% No change 2,340 $635K
Moisand Fitzgerald Tamayo, LLC 0.09% No change 2,338 $634K
Sharkey, Howes & Javer 0.09% New 2,337 $634K
Impact Partnership Wealth, LLC 0.14% Reduce -3.8% 2,335 $633K
Balefire, LLC 0.21% Reduce -50.7% 2,329 $632K
Soltis Investment Advisors LLC 0.06% Add +22.1% 2,326 $631K
Moser Wealth Advisors, LLC 0.33% No change 2,326 $631K
Colonial River Investments, LLC 0.31% New 2,326 $631K
Silver Lake Advisory, LLC 0.14% Add +0.1% 2,322 $630K
Physicians Financial Services, Inc. 0.20% Add +2.2% 2,320 $629K
HUB Investment Partners, LLC 0.03% Reduce -16.9% 2,315 $628K
Shufro Rose & Co. LLC 0.05% No change 2,705 $626K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -9.7% 2,306 $625K
Curi Capital, LLC 0.01% Add +18.2% 2,299 $623K
Blueshift Asset Management, LLC 0.15% New 2,290 $621K
Accurate Wealth Management, LLC 0.12% Add +8.8% 2,235 $620K
Cyndeo Wealth Partners, LLC 0.04% Add +5.0% 2,284 $619K
Sunbelt Securities, Inc. 0.06% Add +16.7% 2,266 $614K
Crumly & Associates Inc. 0.17% Add +2.5% 2,262 $613K
Covenant Asset Management, LLC 0.14% Reduce -8.1% 2,261 $613K
All Terrain Financial Advisors, LLC 0.23% No change 2,259 $613K
Birch Hill Investment Advisors LLC 0.03% No change 2,250 $610K
Cypress Capital Group 0.07% Add +2.0% 2,247 $609K
Estabrook Capital Management 0.09% No change 2,244 $609K
Columbia Bank 0.22% Add +1.1% 2,241 $608K
Quantum Private Wealth, LLC 0.21% No change 2,240 $607K
Dechtman Wealth Management, LLC 0.12% Add +0.3% 2,239 $607K
Arista Wealth Management, LLC 0.15% Add +1.2% 2,238 $607K
Partnership Wealth Management, LLC 0.43% Reduce -10.6% 2,237 $607K
Lavaca Capital LLC 0.29% Reduce -60.3% 2,231 $605K
Chapin Davis, Inc. 0.20% Reduce -0.5% 2,227 $604K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,213 $600K
Sunburst Financial Group, LLC 0.15% No change 2,212 $600K
Claro Advisors Inc. 0.08% Add +8.1% 2,209 $599K
Wealth Architects, LLC 0.07% Reduce -0.9% 2,204 $598K
Ridgecrest Wealth Partners, LLC 0.31% Reduce -0.5% 2,203 $597K
Pettyjohn, Wood & White, Inc. 0.11% No change 2,203 $597K
Bangor Savings Bank 0.06% No change 2,200 $597K
Aviso Wealth Management 0.32% New 2,195 $595K
Merriman Wealth Management, LLC 0.02% Add +84.1% 2,194 $595K
Phoenix Wealth Advisors 0.28% Reduce -0.4% 2,189 $594K
Addison Capital Co 0.24% Reduce -3.3% 2,179 $591K
Signature Wealth Management Partners, LLC 0.43% No change 2,171 $589K
M&R Capital Management Inc. 0.13% Add +0.1% 2,170 $589K
Yarbrough Capital, LLC 0.02% No change 2,161 $586K
Householder Group Estate & Retirement Specialist, LLC 0.17% Reduce -46.4% 2,160 $586K
Private Capital Management LLC 0.11% Add +84.9% 2,158 $585K
Pittenger & Anderson Inc. 0.02% Reduce -17.3% 2,158 $585K
Hazlett, Burt & Watson, Inc. 0.27% Add +6.3% 2,153 $584K
Adirondack Trust Co. 0.22% Reduce -0.7% 2,148 $582K
Mystic Asset Management, Inc. 0.22% No change 2,143 $581K
Eisler Capital (UK) Ltd. 0.14% Reduce -53.0% 2,131 $578K
Relyea Zuckerberg Hanson LLC 0.09% Add +3.5% 2,131 $578K
Howland Capital Management LLC 0.03% Reduce -10.9% 2,126 $577K
Dearborn Partners LLC 0.02% No change 2,114 $573K
Aberdeen Wealth Management LLC 0.38% No change 2,111 $573K
Camden National Bank 0.08% New 2,110 $572K
Morningstar Investment Management LLC 0.06% Reduce -2.9% 2,070 $572K
Opal Wealth Advisors, LLC 0.18% Reduce -0.2% 2,109 $572K
Bank Pictet & Cie (Europe) AG 0.01% Add +0.6% 2,108 $572K
Flagship Private Wealth, LLC 0.29% No change 2,106 $571K
Rossmore Private Capital 0.07% Reduce -3.2% 2,104 $571K
Dark Forest Capital Management LP 0.07% New 2,102 $570K
Waters Parkerson & Co., LLC 0.03% Add +1.6% 2,103 $570K
Ellis Investment Partners, LLC 0.11% Add +0.1% 2,101 $570K
Macroview Investment Management LLC 0.56% No change 2,100 $570K
Enterprise Financial Services Corp 0.33% Reduce -16.1% 2,100 $570K
Security National Bank of So Dak 0.32% No change 2,100 $570K
Philip James Wealth Mangement, LLC 0.07% New 2,100 $570K
Sand Hill Global Advisors, LLC 0.02% Reduce -1.2% 2,095 $568K
Blume Capital Management, Inc. 0.13% No change 2,084 $565K
Motco 0.06% Add +1.2% 2,080 $564K
HCR Wealth Advisors 0.07% No change 2,075 $563K
Horizon Wealth Management, LLC 0.11% Add +0.1% 2,073 $562K
Sutton Place Investors LLC 0.34% Add +2.1% 2,070 $561K
Thrive Wealth Management, LLC 0.10% Add +13.2% 2,068 $561K
Legacy Capital Group California, Inc. 0.19% New 2,068 $561K
LM Advisors LLC 0.11% Reduce -14.9% 2,059 $559K
Ranch Capital Advisors Inc. 0.26% No change 2,055 $557K
Astoria Portfolio Advisors LLC. 0.19% Add +19.6% 2,018 $557K
Brown, Lisle/Cummings, Inc. 0.17% No change 2,047 $555K
Smith, Moore & Co. 0.05% Reduce -3.3% 2,041 $554K
Keel Point, LLC 0.05% Add +1.1% 2,039 $553K
Quotient Wealth Partners, LLC 0.02% Add +3.7% 2,037 $553K
Waddell & Associates, LLC 0.07% No change 2,036 $552K
Capital Advisors Inc. 0.01% Reduce -1.6% 2,031 $551K
Founders Financial Securities LLC 0.05% Reduce -19.8% 2,029 $550K
KKM Financial LLC 0.27% No change 2,025 $549K
Members Trust Co 0.02% Add +0.2% 2,025 $549K
Precedent Wealth Partners, LLC 0.18% No change 2,021 $548K
ORBA Wealth Advisors, L.L.C. 0.28% No change 2,014 $546K
LaSalle St. Investment Advisors, LLC 0.21% Add +5.8% 2,007 $544K
Arax Advisory Partners 0.05% Add +1.0% 2,005 $544K
Caerus Investment Advisors, LLC 0.51% No change 2,000 $542K
Harbor Advisors LLC 0.09% No change 2,000 $542K
Clear Harbor Asset Management, LLC 0.04% No change 2,000 $542K
Magnolia Capital Management Ltd. 0.43% No change 2,000 $542K
Waterloo Capital, L.P. 0.06% New 1,989 $539K
Cassady Schiller Wealth Management, LLC 0.20% No change 1,976 $536K
Allen Investment Management, LLC 0.01% No change 1,976 $536K
Toth Financial Advisory Corp. 0.06% Reduce -0.9% 1,962 $532K
Sierra Capital LLC 0.06% New 1,960 $532K
Arcataur Capital Management LLC 0.18% Reduce -0.3% 1,950 $529K
LMCG Investments, LLC 0.03% Reduce -0.2% 1,949 $529K
Ruggaard & Associates LLC 0.23% Reduce -2.5% 1,945 $527K
Whitener Capital Management, Inc. 0.15% Reduce -3.5% 1,940 $526K
Beck Bode, LLC 0.10% New 1,940 $526K
Stanley-Laman Group, Ltd. 0.07% New 1,936 $525K
Angeles Wealth Management, LLC 0.05% Add +14.8% 1,935 $525K
Independent Family Office, LLC 0.26% No change 1,932 $524K
Fairbanks Capital Management, Inc. 0.33% Reduce -8.1% 1,931 $524K
Keudell/Morrison Wealth Management 0.14% No change 1,927 $523K
Integrated Investment Consultants, LLC 0.11% Add +9.4% 1,922 $521K
Moss Adams Wealth Advisors LLC 0.06% Add +58.7% 1,922 $521K
Donaldson Capital Management, LLC 0.02% Add +0.7% 1,921 $521K
Verity & Verity, LLC 0.05% Add +2.5% 1,920 $521K
Calton & Associates, Inc. 0.20% New 1,912 $519K
TrueWealth Advisors, LLC 0.17% Reduce -1.9% 1,912 $518K
Drucker Wealth 3.0, LLC 0.12% Add +0.7% 1,910 $518K
Integrated Advisors Network LLC 0.02% Reduce -0.9% 1,909 $518K
White Knight Strategic Wealth Advisors, LLC 0.47% Add +0.1% 1,905 $517K
Navellier & Associates Inc. 0.07% Reduce -44.5% 1,900 $515K
Barton Investment Management 0.06% No change 1,900 $515K
Kozak & Associates, Inc. 0.12% Reduce -3.2% 1,829 $515K
Diversified, LLC 0.06% Reduce -0.1% 1,900 $515K
Diversified Enterprises, LLC 0.06% — 1,900 $515K
Cairn Investment Group, Inc. 0.28% No change 1,900 $515K
Sage Private Wealth Group, LLC 0.41% Reduce -3.3% 1,898 $515K
Transcend Capital Advisors, LLC 0.03% Add +0.2% 1,885 $511K
Agate Pass Investment Management, LLC 0.26% Reduce -6.1% 1,885 $511K
Seven Mile Advisory 0.34% Add +7.0% 1,884 $511K
Liberty Wealth Management LLC 0.09% Reduce -54.9% 1,879 $510K
Mountain Pacific Investment Advisers LLC 0.03% Add +2.5% 1,870 $507K
Savvy Advisors, Inc. 0.10% Add +38.0% 1,865 $506K
Herold Advisors, Inc. 0.11% Reduce -13.9% 1,853 $503K
Garrison Asset Management, LLC 0.25% Reduce -4.1% 1,851 $502K
Gateway Advisory, LLC 0.08% Reduce -0.4% 1,846 $501K
West Family Investments, Inc. 0.17% Add +62.6% 1,842 $500K
Howe & Rusling Inc. 0.04% Add +12.0% 1,834 $497K
Cassaday & Co Wealth Management LLC 0.01% Add +9.0% 1,833 $497K
Blue Fin Capital, Inc. 0.09% No change 1,824 $495K
Lake Street Private Wealth, LLC 0.08% Reduce -72.2% 1,821 $494K
Merrion Investment Management Co, LLC 0.33% No change 1,821 $494K
Prairieview Wealth Partners, LLC 0.53% No change 1,818 $493K
KPP Advisory Services LLC 0.12% Add +0.1% 1,811 $491K
Silverlake Wealth Management LLC 0.19% No change 1,809 $491K
Zimmermann Investment Management & Planning LLC 0.15% Add +9.7% 1,807 $490K
Edmond DE Rothschild Holding S.A. 0.01% Add +7.5% 1,806 $490K
AdvisorShares Investments LLC 0.09% Reduce -8.7% 1,801 $488K
Tennessee Valley Asset Management Partners 0.08% Add +3.8% 1,792 $488K
Ecofi Investissements SA 0.32% Reduce -42.1% 2,200 $487K
Cromwell Holdings LLC 0.31% No change 1,793 $486K
Avidian Wealth Enterprises, LLC 0.02% New 1,786 $484K
Allred Capital Management, LLC 0.19% Add +0.1% 1,786 $484K
Thompson Investment Management, Inc. 0.07% Reduce -4.0% 1,781 $483K
Brown Financial Advisors 0.20% Reduce -43.5% 1,779 $482K
Birchcreek Wealth Management, LLC 0.31% Add +5.4% 1,772 $481K
Missouri Trust & Investment Co 0.17% Reduce -0.1% 1,768 $479K
Nottingham Advisors, Inc. 0.05% No change 1,765 $479K
First Bancorp, Inc 0.33% Reduce -4.9% 1,760 $477K
Mechanics Financial Corp 0.21% Reduce -9.7% 1,760 $477K
Genesee Capital Advisors, LLC 0.23% Add +12.2% 1,758 $477K
Clearstead Trust, LLC 0.11% No change 1,744 $473K
Copley Financial Group, Inc. 0.43% — 1,743 $473K
Objective Capital Management, LLC 0.28% — 1,736 $471K
Richard W. Paul & Associates, LLC 0.17% Reduce -2.3% 1,734 $470K
Washington Trust Bank 0.04% Add +1.9% 1,732 $470K
Exencial Wealth Advisors, LLC 0.02% Reduce -3.3% 1,728 $469K
Berger Financial Group, Inc 0.03% Add +4.9% 1,728 $469K
Windsor Capital Management, LLC 0.14% Reduce -1.9% 1,722 $467K
Wealthquest Corp 0.04% Add +0.3% 1,736 $466K
Wealth Group, Ltd. 0.31% Add +7.7% 1,718 $466K
Mattern Capital Management, LLC 0.06% Add +16.6% 1,718 $466K
Cooper Financial Group 0.06% Add +23.8% 1,707 $463K
Accel Wealth Management 0.17% Add +3.6% 1,704 $462K
Zevenbergen Capital Investments LLC 0.01% No change 1,700 $461K
MBL Wealth, LLC 0.05% Add +63.6% 1,697 $460K
Wela Strategies, Inc. 0.20% Reduce -3.9% 1,696 $460K
Wealthspire Retirement, LLC 0.04% No change 1,694 $460K
Oxbow Advisors, LLC 0.05% Reduce -54.0% 1,692 $459K
Keystone Financial Group 0.06% Add +12.1% 1,690 $458K
Harbour Trust & Investment Management Co 0.05% Reduce -4.8% 1,687 $458K
Pure Financial Advisors, LLC 0.01% Add +4.2% 1,687 $457K
Gitterman Wealth Management, LLC 0.19% No change 1,686 $457K
Fort Washington Investment Advisors Inc. 0.00% Reduce -17.8% 1,685 $457K
Northside Capital Management, LLC 0.07% No change 1,683 $456K
Foster & Motley Inc. 0.03% Add +2.1% 1,681 $456K
Inscription Capital, LLC 0.07% Add +1.3% 1,681 $456K
Heritage Investment Group, Inc. 0.09% No change 1,681 $456K
Hyperion Capital Advisors LP 0.21% No change 1,680 $456K
Round Rock Advisors LLC 0.11% Reduce -4.4% 1,680 $456K
Rothschild Wealth LLC 0.14% Add +1.4% 1,677 $455K
Burney Co./ 0.02% No change 1,676 $455K
Investors Research Corp 0.10% No change 1,675 $454K
Centric Wealth Management 0.12% No change 1,534 $453K
Vista Investment Partners LLC 0.14% Add +0.1% 1,665 $451K
LCNB Corp. 0.16% No change 1,662 $451K
Advus Financial Partners, LLC 0.13% Reduce -0.2% 1,660 $450K
Callan Capital, LLC 0.03% Add +30.7% 1,660 $450K
Alpha Cubed Investments, LLC 0.02% Add +2.0% 1,659 $450K
Strategy Asset Managers LLC 0.09% Reduce -8.8% 1,658 $450K
Trilogy Capital Inc. 0.02% Add +2.9% 1,655 $449K
Plante Moran Financial Advisors, LLC 0.04% Add +22.8% 1,646 $446K
Act Two Investors LLC 0.08% No change 1,645 $446K
Kowal Investment Group, LLC 0.08% Add +16.0% 1,644 $446K
Acorn Wealth Advisors, LLC 0.19% No change 1,644 $446K
Worth Financial Advisory Group, LLC 0.26% Reduce -1.9% 1,643 $446K
Nicolet Advisory Services, LLC 0.04% Add +12.3% 1,658 $445K
Means Investment Co., Inc. 0.05% Reduce -4.3% 1,641 $445K
McElhenny Sheffield Capital Management, LLC 0.15% Add +0.1% 1,637 $444K
Legacy Financial Strategies, LLC 0.10% Add +2.5% 1,632 $443K
Corus Family Wealth Advisors 0.31% Add +0.4% 1,632 $443K
Steigerwald, Gordon & Koch Inc. 0.05% No change 1,630 $442K
Meadow Creek Wealth Advisors LLC 0.35% No change 1,625 $441K
Trustmark Bank Trust Department 0.03% Add +0.6% 1,623 $440K
Eagle Bay Advisors LLC 0.17% Reduce -1.8% 1,620 $439K
Sterling Investment Advisors, Ltd. 0.11% No change 1,618 $439K
StoneX Group Inc. 0.03% Reduce -11.3% 1,617 $439K
Kolinsky Wealth Management, LLC 0.28% Reduce -0.1% 1,612 $437K
Peterson Wealth Services 0.14% Add +0.1% 1,610 $437K
Whitaker-Myers Wealth Managers, LTD. 0.14% Add +9.8% 1,605 $435K
Cornell Pochily Investment Advisors, Inc. 0.15% Add +0.2% 1,603 $435K
Alta Advisers Ltd 0.20% No change 1,600 $434K
Capital Square, LLC 0.26% Reduce -15.2% 1,597 $433K
City Holding Co. 0.06% No change 1,596 $433K
Moneco Advisors, LLC 0.05% Add +2.4% 1,592 $432K
Central Bank & Trust Co. 0.06% Reduce -12.3% 1,591 $431K
Rebalance, LLC 0.03% Reduce -14.7% 1,585 $430K
Kelman-Lazarov, Inc. 0.07% No change 1,579 $428K
Wealth Advisory Solutions, LLC 0.12% No change 1,576 $427K
Bahl & Gaynor LLC 0.00% Reduce -0.9% 1,575 $427K
Rockbridge Investment Management, LCC 0.06% No change 1,567 $425K
Forza Wealth Management, LLC 0.19% Reduce -2.6% 1,566 $425K
Hemington Wealth Management 0.11% Add +0.9% 1,570 $424K
JFS Wealth Advisors, LLC 0.03% Add +0.4% 1,561 $423K
Keebeck Wealth Management 0.06% Reduce -1.8% 1,559 $423K
Shulman DeMeo Asset Management LLC 0.10% Add +0.3% 1,557 $422K
Annex Advisory Services, LLC 0.01% Add +1.8% 1,556 $422K
Skba Capital Management LLC 0.06% Reduce -6.1% 1,550 $420K
Amplius Wealth Advisors, LLC 0.05% Add +0.1% 1,550 $420K
Sageworth Trust Co 0.03% New 1,550 $420K
Bank of Marin 0.34% No change 1,545 $419K
Tower Wealth Partners, Inc. 0.24% New 1,541 $418K
First Trust Investment Solutions L.P. 0.05% Reduce -3.6% 1,540 $418K
KFA Private Wealth Group, LLC 0.20% No change 1,533 $416K
Boit C F David 0.20% No change 1,525 $413K
MV Capital Management, Inc. 0.04% Add +0.7% 1,521 $412K
Ariston Services Group 0.36% No change 1,520 $412K
Northwest Bancshares, Inc. 0.07% No change 1,509 $409K
M3 Advisory Group, LLC 0.30% Add +9.4% 1,504 $408K
Professional Advisory Services Inc. 0.05% No change 1,500 $407K
Wimmer Associates 1, LLC 0.20% No change 1,500 $407K
First Personal Financial Services 0.09% No change 1,500 $407K
Compass Ion Advisors, LLC 0.05% Add +0.7% 1,500 $407K
Asset Advisors Investment Management, LLC 0.04% No change 1,500 $407K
Navera Investment Management Ltd. 0.01% Reduce -46.4% 1,500 $407K
OneAscent Wealth Management LLC 0.15% No change 1,496 $406K
ICONIQ Capital, LLC 0.01% New 1,491 $404K
Davis R M Inc. 0.01% Reduce -1.8% 1,491 $404K
Walker Asset Management, LLC 0.25% Add +0.2% 1,489 $404K
Ascentis Independent Advisors 0.06% Add +0.5% 1,489 $404K
HHM Wealth Advisors, LLC 0.06% No change 1,486 $403K
Delta Asset Management LLC 0.03% No change 1,486 $403K
Perennial Investment Advisors, LLC 0.05% Reduce -1.0% 1,483 $402K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -6.3% 1,481 $402K
Hamilton Capital, LLC 0.03% Add +8.6% 1,487 $402K
Wolverine Trading, LLC 0.01% New 1,480 $401K
Optas, LLC 0.09% Add +40.1% 1,478 $401K
CYBER HORNET ETFs LLC 0.41% Reduce -1.3% 1,477 $401K
Kintra Wealth, LLC 0.27% Reduce -14.9% 1,476 $400K
Oxford Asset Management LLP 0.34% New 1,476 $400K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 1,475 $400K
Zions Bancorporation, N.A. 0.03% Reduce -79.8% 1,475 $400K
Trust Co of the South 0.08% No change 1,474 $400K
Elevated Capital Advisors, LLC 0.11% No change 1,472 $399K
First National Corp. /Ma/ 0.09% Add +0.5% 1,471 $399K
Sivia Capital Partners, LLC 0.24% Add +2.1% 1,471 $399K
Private Portfolio Partners LLC 0.07% New 1,471 $399K
First Business Financial Services, Inc. 0.04% No change 1,468 $398K
OneAscent Financial Services LLC 0.29% Reduce -17.4% 1,467 $398K
Sovereign Financial Group, Inc. 0.09% Add +2.7% 1,467 $398K
Physician Wealth Advisors, Inc. 0.07% Add +0.8% 1,434 $398K
Five Oceans Advisors 0.19% Add +0.3% 1,465 $397K
Enclave Advisors LLC 0.07% — 1,462 $397K
Wellspring Financial Advisors, LLC 0.05% New 1,461 $396K
Armstrong Advisory Group, Inc. 0.03% No change 1,460 $396K
Aire Advisors, LLC 0.09% No change 1,460 $396K
Davidson Trust Co. 0.20% Reduce -4.3% 1,449 $393K
Crew Capital Management, Ltd 0.31% No change 1,445 $392K
East Coast Asset Management, LLC. 0.13% No change 1,442 $391K
Westover Capital Advisors, LLC 0.08% No change 1,440 $391K
Financial Advisors, LLC 0.07% No change 1,440 $391K
Tillman Hartley LLC 0.12% No change 1,434 $389K
CPC Advisors, LLC 0.06% Add +1.4% 1,433 $389K
Koss-Olinger Consulting, LLC 0.03% Add +1.1% 1,430 $388K
Fairfield, Bush & Co. 0.23% No change 1,430 $388K
Drive Wealth Management, LLC 0.10% Add +4.0% 1,429 $387K
KLCM Advisors, Inc. 0.05% No change 1,428 $387K
Good Life Advisors, LLC 0.02% New 1,427 $387K
Heritage Wealth Advisors 0.02% Add +8.0% 1,426 $387K
Kimelman & Baird, LLC 0.03% No change 1,425 $386K
Family Capital Management, Inc. 0.25% Add +0.6% 1,424 $386K
Capital Asset Advisory Services LLC 0.02% Reduce -1.1% 1,433 $386K
Garner Asset Management Corp 0.13% No change 1,421 $385K
Patten Group, Inc. 0.09% No change 1,416 $384K
Terra Nova Asset Management LLC 0.28% Add +0.3% 1,413 $383K
Heritage Wealth Management, Inc. 0.13% No change 1,409 $382K
Peachtree Investment Partners, LLC 0.14% Add +57.8% 1,409 $382K
DRW Securities, LLC 0.02% Reduce -91.3% 1,412 $382K
626 Financial, LLC 0.21% Reduce -23.3% 1,406 $381K
Oxford Financial Group, LTD. LLC 0.02% Reduce -10.7% 1,404 $381K
Independent Solutions Wealth Management, LLC 0.09% Reduce -1.7% 1,402 $380K
Simplicity Wealth,LLC 0.04% Reduce -89.6% 1,401 $380K
CTC Alternative Strategies, Ltd. 0.47% Reduce -46.8% 1,398 $379K
Obsidian Cio, LLC 0.08% Add +0.1% 1,396 $379K
Fragasso Financial Advisors Inc 0.03% Add +4.8% 1,393 $378K
Silver Oak Securities, Incorporated 0.04% Add +2.3% 1,389 $374K
Retirement Planning Group, LLC 0.02% New 1,379 $374K
Pacific Capital Wealth Advisors, Inc. 0.06% Add +0.8% 1,375 $373K
CIC Wealth, LLC 0.10% No change 1,372 $372K
First Financial Bank - Trust Division 0.03% Reduce -4.4% 1,372 $372K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +57.6% 1,371 $372K
17 Capital Partners, LLC 0.24% No change 1,368 $371K
Convergence Investment Partners, LLC 0.10% Reduce -74.0% 1,366 $370K
Legacy Private Trust Co. 0.02% No change 1,365 $370K
Ancora Advisors LLC 0.01% Add +0.2% 1,360 $369K
Houlihan Financial Resource Group, Ltd. 0.15% No change 1,357 $368K
Eagle Harbor Asset Management Inc. 0.36% No change 1,356 $368K
Colonial Trust Advisors 0.03% No change 1,356 $368K
Burns J W & Co. Inc. 0.05% No change 1,350 $366K
MBB Public Markets I LLC 0.03% Reduce -96.7% 1,350 $366K
Vigilare Wealth Management 0.15% New 1,346 $365K
Tyche Wealth Partners LLC 0.08% Add +0.4% 1,335 $362K
Walkner Condon Financial Advisors LLC 0.07% Reduce -14.6% 1,330 $361K
Lafayette Investments, Inc. 0.08% Reduce -7.2% 1,325 $359K
Sittner & Nelson, LLC 0.16% Add +0.1% 1,323 $359K
Advisors Management Group Inc. 0.08% Reduce -1.4% 1,320 $358K
Centaurus Financial, Inc. 0.02% Add +7.9% 1,318 $358K
Fidelity D & D Bancorp Inc. 0.24% No change 1,316 $357K
Great Diamond Partners, LLC 0.09% Add +0.1% 1,316 $357K
Summit Asset Management, LLC 0.04% No change 1,315 $357K
North Star Asset Management Inc. 0.02% Add +2.6% 1,312 $356K
Heritage Financial Services, LLC 0.05% No change 1,311 $356K
Sandy Cove Advisors, LLC 0.14% Add +3.8% 1,310 $355K
Safeguard Financial, LLC 0.08% New 1,309 $355K
Maia Wealth LLC 0.09% Add +11.8% 1,312 $354K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% No change 1,306 $354K
Alpha Family Trust 0.20% No change 1,305 $354K
EPG Wealth Management LLC 0.09% Add +0.0% 1,305 $354K
Libra Wealth LLC 0.14% No change 1,300 $353K
Puzo Michael J 0.09% Reduce -7.1% 1,300 $353K
Wexford Capital LP 0.08% No change 1,300 $353K
Fagan Associates, Inc. 0.06% Reduce -21.7% 1,300 $353K
Nwam LLC 0.02% New 1,296 $352K
Jaffetilchin Investment Partners, LLC 0.03% Add +26.4% 1,296 $352K
Mayfair Advisory Group, LLC 0.22% Reduce -3.8% 1,273 $351K
Y.D. More Investments Ltd 0.04% Add +6.7% 1,297 $351K
Blueprint Investment Partners LLC 0.06% Reduce -29.7% 1,288 $349K
Mainstream Capital Management LLC 0.30% — 1,286 $349K
Gryphon Financial Partners LLC 0.05% Add +4.9% 1,284 $348K
Willner & Heller, LLC 0.31% Add +18.0% 1,283 $348K
Kathmere Capital Management, LLC 0.03% Add +13.6% 1,283 $348K
Capital Advisors, Ltd. LLC 0.04% Add +1.2% 1,281 $347K
4J Wealth Management LLC 0.27% No change 1,278 $347K
MJP Associates Inc. 0.07% Reduce -3.6% 1,275 $346K
Brandywine Oak Private Wealth LLC 0.03% No change 1,274 $346K
Bouchey Financial Group, Ltd. 0.03% Reduce -19.4% 1,273 $345K
Southeast Asset Advisors, LLC 0.04% Add +0.2% 1,273 $345K
Stockman Wealth Management, Inc. 0.05% Reduce -0.5% 1,270 $344K
ETF Portfolio Partners, Inc. 0.10% No change 1,269 $344K
Hall Laurie J Trustee 0.11% Reduce -3.1% 1,264 $343K
Valmark Advisers, Inc. 0.01% Reduce -2.5% 1,264 $343K
Tortoise Investment Management, LLC 0.04% Add +9.8% 1,262 $342K
Manchester Financial Inc. 0.07% Reduce -0.6% 1,257 $341K
BBR Partners, LLC 0.03% Reduce -4.3% 1,255 $340K
EntryPoint Capital, LLC 0.19% Reduce -1.3% 1,254 $340K
E&G Advisors, LLC 0.09% Add +0.1% 1,251 $339K
One Wealth Advisors, LLC 0.05% Add +0.4% 1,250 $339K
Tanglewood Legacy Advisors, LLC 0.15% No change 1,247 $338K
Regal Investment Advisors LLC 0.02% Reduce -24.3% 1,242 $337K
Blue Square Asset Management, LLC 0.18% No change 1,240 $336K
Brass Tax Wealth Management, Inc. 0.07% New 1,239 $336K
Austin Wealth Management, LLC 0.07% No change 1,245 $334K
Nations Financial Group Inc, /Ia/ 0.02% Add +39.3% 1,231 $334K
Family Firm, Inc. 0.07% Add +4.0% 1,229 $333K
Godsey & Gibb, Inc. 0.03% Add +3.5% 1,227 $333K
Kapstone Financial Advisors LLC 0.20% No change 1,227 $333K
Heartland Bank & Trust Co 0.18% Add +0.4% 1,225 $332K
Key Financial Inc 0.07% Add +0.7% 1,222 $331K
Heartwood Wealth Advisors LLC 0.04% No change 1,221 $331K
Wealth Management Partners, LLC 0.15% No change 1,220 $331K
Middleton & Co. Inc. 0.04% No change 1,219 $331K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -17.0% 1,218 $330K
Firestone Capital Management 0.08% No change 1,215 $330K
Money Concepts Capital Corp. 0.02% Add +8.5% 1,211 $328K
City State Bank 0.12% Reduce -2.8% 1,210 $328K
Hexagon Capital Partners LLC 0.06% Reduce -8.4% 1,206 $327K
Omega Financial Group, LLC 0.12% No change 1,200 $325K
Vishria Bird Financial Group, LLC 0.12% New 1,197 $325K
Hoxton Planning & Management, LLC 0.13% Reduce -2.9% 1,198 $325K
Humankind Investments LLC 0.12% Add +2.2% 1,194 $324K
Mendel Capital Management LLC 0.20% Add +4.6% 1,193 $324K
Capital Market Strategies LLC 0.20% Reduce -0.8% 1,193 $324K
Formidable Asset Management, LLC 0.05% Reduce -23.5% 1,192 $323K
Alliance Wealth Advisors, LLC 0.08% Add +1.1% 1,186 $322K
Encompass Wealth Advisors, LLC 0.08% No change 1,180 $320K
Northwest Wealth Management, LLC 0.07% Reduce -4.3% 1,180 $320K
Stegent Equity Advisors, Inc. 0.35% New 1,178 $319K
Nadler Financial Group, Inc. 0.04% Add +10.3% 1,177 $319K
Montgomery Investment Management Inc. 0.12% No change 1,175 $319K
Regent Peak Wealth Advisors LLC 0.07% Add +1.8% 1,175 $319K
One Day In July LLC 0.04% Add +0.9% 1,175 $319K
Alera Investment Advisors, LLC 0.04% Reduce -5.8% 1,174 $318K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 1,174 $318K
Vicus Capital 0.03% Reduce -29.3% 1,168 $317K
Legacy Capital Wealth Partners, LLC 0.06% No change 1,167 $316K
Silvia McColl Wealth Management, LLC 0.24% No change 1,165 $316K
1900 Wealth Management LLC 0.03% Reduce -0.1% 1,165 $316K
Sound Income Strategies, LLC 0.02% Add +129.6% 1,164 $316K
Ashton Thomas Securities, LLC 0.06% New 1,163 $315K
Burton Enright Welch 0.07% No change 1,162 $315K
James J. Burns & Company, LLC 0.06% No change 1,159 $315K
FLC Capital Advisors 0.07% No change 1,155 $313K
Weybosset Research & Management LLC 0.11% No change 1,150 $312K
True North Advisors, LLC 0.08% No change 1,150 $312K
State of Wyoming 0.04% Reduce -4.7% 1,148 $311K
BTC Capital Management, Inc. 0.03% Reduce -15.0% 1,146 $311K
Balentine LLC 0.01% Add +0.1% 1,139 $309K
Global Financial Private Client, LLC 0.12% Add +2.4% 1,138 $309K
Seeds Investor LLC 0.12% Add +4.4% 1,138 $308K
Certified Advisory Corp 0.03% Reduce -12.8% 1,136 $308K
Clifford Group, LLC 0.24% No change 1,136 $308K
Hudock, Inc. 0.05% No change 1,131 $307K
XML Financial, LLC 0.03% Add +9.8% 1,127 $306K
Truvestments Capital LLC 0.08% Add +2.8% 1,126 $305K
Novare Capital Management LLC 0.03% No change 1,122 $304K
Old Port Advisors 0.08% Add +7.9% 1,122 $304K
Rosenberg Matthew Hamilton 0.08% No change 1,116 $303K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% New 1,116 $303K
Lineweaver Wealth Advisors, LLC 0.06% Add +4.6% 1,107 $301K
Alpha Financial Partners LLC 0.21% New 1,108 $300K
Ehrlich Financial Group 0.21% Add +0.5% 1,108 $300K
Strait & Sound Wealth Management LLC 0.15% Reduce -19.9% 1,107 $300K
FDx Advisors, Inc. 0.08% Reduce -14.9% 1,108 $300K
DF Dent & Co. Inc. 0.00% Reduce -4.3% 1,105 $300K
FIL Ltd 0.00% Add +12.3% 1,103 $299K
Reinhart Partners, Llc. 0.01% No change 1,100 $298K
Valley National Advisers Inc. 0.05% Reduce -24.0% 1,100 $298K
Buckley Wealth Management, LLC 0.09% Reduce -3.5% 1,097 $298K
Roman Butler Fullerton & Co. 0.09% New 1,070 $297K
Howard Financial Services, LTD. 0.04% Reduce -0.8% 1,091 $296K
Voya Financial Advisors, Inc. 0.03% Reduce -5.7% 1,089 $295K
Paragon Capital Management Ltd 0.06% No change 1,087 $295K
Glass Jacobson Investment Advisors llc 0.10% No change 1,085 $294K
Patrick M Sweeney & Associates, Inc. 0.22% Add +1.9% 1,082 $293K
RiverFront Investment Group, LLC 0.01% New 1,081 $293K
Bristlecone Advisors, LLC 0.02% No change 1,076 $292K
NorthStar Asset Management LLC 0.19% Reduce -1.7% 1,073 $291K
Jump Financial, LLC 0.01% Reduce -59.6% 1,069 $290K
Cottonwood Capital Advisors, LLC 0.21% Reduce -0.5% 1,066 $289K
Abacus Planning Group, Inc. 0.05% Add +9.1% 1,066 $289K
Advisory Alpha, LLC 0.01% Add +8.8% 1,064 $289K
Apexium Financial, LP 0.02% Add +2.7% 1,061 $288K
PCA Investment Advisory Services Inc. 0.14% Reduce -0.4% 1,059 $287K
CVA Family Office, LLC 0.05% Reduce -7.8% 1,058 $287K
Vista Investment Management 0.11% Reduce -3.2% 1,057 $287K
Family Asset Management, LLC 0.17% No change 1,057 $287K
Two Sigma Securities, LLC 0.02% Reduce -57.9% 1,057 $287K
Guyasuta Investment Advisors Inc. 0.02% New 1,055 $286K
Probity Advisors, Inc. 0.05% Reduce -2.0% 1,053 $286K
Debussy Capital Management LP 0.08% New 1,051 $285K
Monterey Private Wealth, Inc. 0.10% No change 1,051 $285K
Alan B Lancz & Associates, Inc. 0.26% Add +10.5% 1,050 $285K
CJM Wealth Advisers, Ltd. 0.10% No change 1,049 $284K
Fiducient Advisors LLC 0.03% Reduce -54.1% 1,047 $284K
Delta Financial Advisors LLC 0.10% Reduce -3.2% 1,046 $284K
WR Wealth Planners, LLC 0.08% Add +1.4% 1,046 $284K
Obsidian Personal Planning Solutions LLC 0.15% Reduce -1.0% 1,047 $283K
Claris Advisors, LLC / Mo / 0.12% No change 1,041 $282K
Aprio Wealth Management, LLC 0.05% Add +5.9% 1,040 $282K
Greenwich Wealth Management LLC 0.02% No change 1,038 $282K
D'Orazio & Associates, Inc. 0.04% Add +14.5% 1,035 $281K
KG Capital Management 0.09% Reduce -16.7% 1,033 $280K
Woodward Diversified Capital, LLC 0.18% Add +9.3% 1,030 $279K
Shepherd Financial Partners LLC 0.03% No change 1,028 $279K
TFC Financial Management, Inc. 0.04% Add +70.0% 1,027 $279K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Add +4.6% 1,026 $278K
MinichMacGregor Wealth Management, LLC 0.06% New 1,024 $278K
Trivium Point Advisory, LLC 0.04% New 965 $278K
Virtue Capital Management, LLC 0.06% Reduce -6.5% 1,023 $277K
Crescent Grove Advisors, LLC 0.03% Reduce -28.6% 1,023 $277K
Stonebridge Capital Management Inc. 0.11% No change 1,020 $277K
Saxony Capital Management, LLC 0.25% Add +1.5% 1,021 $277K
TFB Advisors LLC 0.08% Add +1.3% 1,019 $276K
CRA Financial Services, LLC 0.05% No change 1,017 $276K
Independence Bank of Kentucky 0.06% Reduce -2.4% 1,015 $275K
Hibernia Wealth Partners, LLC 0.10% Reduce -3.0% 1,016 $275K
Certuity, LLC 0.03% Reduce -9.1% 1,012 $274K
Abel Hall, LLC 0.18% Add +3.6% 1,011 $274K
BIP Wealth, LLC 0.02% Add +2.5% 1,007 $273K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 1,005 $273K
Tang Capital Management LLC 0.02% No change 1,001 $271K
Dempze Nancy E 0.15% No change 1,000 $271K
Autumn Glory Partners, LLC 0.10% No change 1,000 $271K
Princeton Capital Management LLC 0.09% No change 1,000 $271K
Old Second National Bank of Aurora 0.07% No change 1,000 $271K
Crestline Management, L.P. 0.02% New 1,000 $271K
Pinnacle West Asset Management, Inc. 0.19% No change 1,000 $271K
TrinityBridge Ltd 0.01% No change 1,001 $271K
Monument Capital Management 0.07% No change 997 $270K
Second Half Financial Partners, LLC 0.14% New 997 $270K
Patton Albertson Miller Group, LLC 0.04% Reduce -10.4% 995 $270K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +1.5% 995 $270K
SevenBridge Financial Group, LLC 0.05% No change 921 $270K
Everpar Advisors LLC 0.14% Reduce -13.4% 993 $269K
Farmers & Merchants Investments Inc. 0.01% No change 993 $269K
Florida Financial Advisors, LLC 0.14% New 990 $269K
Ausdal Financial Partners, Inc. 0.03% Add +4.8% 987 $268K
Colton Groome Financial Advisors, LLC 0.10% Reduce -9.2% 986 $267K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -2.0% 985 $267K
Visionary Wealth Advisors 0.02% New 983 $267K
Mirador Capital Partners LP 0.05% No change 982 $266K
NavPoint Financial, Inc. 0.21% No change 981 $266K
Capital Investment Advisory Services, LLC 0.03% Add +4.0% 979 $266K
Cowa, LLC 0.13% No change 975 $264K
New Covenant Trust Company, N.A. 0.26% Reduce -1.4% 973 $264K
NDVR, Inc. 0.27% New 972 $263K
Royal Fund Management, LLC 0.02% No change 969 $263K
Fi3 FINANCIAL ADVISORS, LLC 0.10% New 967 $262K
Central Valley Advisors, LLC 0.15% New 967 $262K
Mezzasalma Advisors, LLC 0.10% No change 966 $262K
Gallacher Capital Management LLC 0.12% New 960 $260K
Stamos Capital Partners, L.P. 0.06% Reduce -78.7% 960 $260K
Shum Financial Group, Inc. 0.22% — 943 $260K
Davies Financial Advisors, Inc. 0.23% Reduce -7.2% 959 $260K
Apella Capital, LLC 0.01% Add +3.1% 960 $260K
Harbor Group, Inc. 0.06% Add +0.2% 956 $259K
Sterneck Capital Management, LLC 0.14% New 955 $259K
First Nebraska Trust Co 0.03% No change 955 $259K
Octavia Wealth Advisors, LLC 0.03% Reduce -1.0% 948 $257K
Ackerman Capital Advisors, LLC 0.07% No change 946 $257K
Perpetual Ltd 0.00% Reduce -89.9% 944 $256K
Port Capital LLC 0.01% Reduce -0.5% 945 $256K
Smith Chas P & Associates Pa Cpas 0.01% Add +8.0% 944 $256K
WT Wealth Management 0.08% No change 923 $255K
49 Wealth Management, LLC 0.04% New 937 $254K
Sterling Investment Counsel, LLC 0.09% New 936 $254K
General Partner, Inc. 0.16% No change 936 $254K
Marshall Financial Group, LLC 0.06% New 935 $254K
West Michigan Advisors, LLC 0.08% New 934 $253K
Versant Capital Management, Inc 0.06% Add +12.1% 933 $253K
Capital Markets Trading UK LLP 0.23% Reduce -95.5% 932 $253K
Marest Capital, LLC 0.21% New 933 $253K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 932 $253K
Breed's Hill Capital LLC 0.21% Reduce -17.4% 928 $252K
Wedge Capital Management L L P 0.00% Reduce -5.9% 926 $251K
PFG Private Wealth Management, LLC 0.15% Reduce -1.0% 924 $251K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -4.3% 924 $251K
Edgemoor Investment Advisors, Inc. 0.02% No change 921 $250K
Redhawk Wealth Advisors, Inc. 0.04% New 920 $250K
WealthShield Partners, LLC 0.03% New 920 $250K
Wintrust Investments LLC 0.18% Reduce -90.1% 920 $249K
Stephenson & Company, Inc. 0.17% No change 918 $249K
Tucker Asset Management LLC 0.06% New 917 $249K
Main Street Financial Solutions, LLC 0.02% Reduce -5.1% 913 $248K
Meritage Portfolio Management 0.02% No change 909 $247K
Ascentis Wealth Management, LLC 0.09% — 909 $247K
Planning Directions Inc. 0.15% Add +0.1% 908 $246K
Barlow Wealth Partners, LLC 0.03% Add +0.1% 896 $245K
Conway Capital Management, Inc. 0.12% New 900 $244K
Accretive Wealth Partners, LLC 0.10% Reduce -0.4% 900 $244K
Talbot Financial, LLC 0.03% No change 900 $244K
Intrust Bank NA 0.02% No change 895 $243K
Quadcap Wealth Management, LLC 0.04% Add +0.1% 894 $242K
Latitude Advisors, LLC 0.14% Reduce -1.0% 893 $242K
West Branch Capital LLC 0.08% Add +0.3% 887 $241K
New Republic Capital, LLC 0.14% New 881 $239K
Bellwether Advisors, LLC 0.05% New 879 $238K
German American Bancorp, Inc. 0.03% Reduce -1.9% 879 $238K
N.E.W. Advisory Services LLC 0.02% No change 877 $238K
Zega Financial, LLC 0.08% New 877 $238K
Phillips Wealth Planners LLC 0.23% New 844 $238K
Prospect Hill Management, LLC 0.12% New 875 $237K
FWG Holdings, LLC 0.12% No change 871 $237K
Lumbard & Kellner, LLC 0.10% No change 870 $236K
Connecticut Wealth Management, LLC 0.01% No change 870 $236K
DeDora Capital, Inc. 0.07% No change 868 $235K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 867 $235K
JGP Wealth Management, LLC 0.03% New 864 $234K
Mustard Seed Financial, LLC 0.19% New 863 $234K
Smith & Howard Wealth Management, LLC 0.07% New 861 $233K
Angeles Investment Advisors, LLC 0.01% New 859 $233K
Osterweis Capital Management Inc. 0.01% No change 858 $233K
Sunpointe, LLC 0.19% New 856 $232K
Oarsman Capital, Inc. 0.04% Reduce -9.7% 856 $232K
Susquehanna International Group Ltd. 0.05% New 855 $232K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 854 $232K
Carmel Capital Partners, LLC 0.09% New 851 $231K
ELCO Management Co., LLC 0.12% New 850 $231K
Goepper Burkhardt LLC 0.10% New 850 $231K
First Heartland Consultants, Inc. 0.02% Reduce -4.2% 849 $230K
apricus wealth, LLC 0.15% New 847 $230K
Sheets Smith Wealth Management 0.03% New 846 $230K
American Financial Advisors, LLC 0.03% Reduce -6.3% 846 $229K
Northeast Financial Consultants Inc 0.01% New 846 $229K
Sonora Investment Management Group, LLC 0.02% Reduce -40.8% 844 $229K
Castle Rock Wealth Management, LLC 0.05% New 832 $228K
Financial Council, LLC 0.12% New 838 $227K
Grant/GrossMendelsohn, LLC 0.10% New 837 $227K
Arbor Trust Wealth Advisors, LLC 0.12% No change 980 $227K
E Fund Management Co., Ltd. 0.01% Reduce -3.5% 835 $226K
Narus Financial Partners, LLC 0.08% Reduce -10.7% 833 $226K
Retirement Planning Co of New England, Inc. 0.11% New 832 $226K
Sandbox Financial Partners, LLC 0.08% New 832 $226K
Correct Capital Wealth Management 0.05% New 832 $226K
Foster Victor Wealth Advisors, LLC 0.02% No change 831 $226K
Orion Capital Management LLC 0.11% No change 830 $225K
Wallington Asset Management, LLC 0.03% New 829 $225K
Jacobsen Capital Management 0.09% New 827 $224K
Parsons Capital Management Inc. 0.01% New 826 $224K
DecisionPoint Financial, LLC 0.07% No change 825 $224K
New Wave Wealth Advisors LLC 0.10% New 821 $223K
Heritage Oak Wealth Advisors LLC 0.10% New 821 $223K
Consilium Wealth Advisory, LLC 0.12% New 819 $222K
Grey Ledge Advisors, LLC 0.06% New 815 $221K
New England Capital Financial Advisors LLC 0.11% Add +0.3% 815 $221K
Ramiah Investment Group 0.21% New 814 $221K
IVC Wealth Advisors LLC 0.12% New 814 $221K
Turtle Creek Wealth Advisors, LLC 0.04% New 814 $221K
Clark Financial Services Group Inc. 0.20% New 807 $219K
Onyx Bridge Wealth Group LLC 0.03% New 807 $219K
Stiles Financial Services Inc 0.08% New 806 $219K
Center For Asset Management LLC 0.13% New 805 $218K
Strategic Family Wealth Counselors, L.L.C. 0.08% New 804 $218K
Legacy Financial Group, Inc. 0.07% New 807 $218K
Burns Matteson Capital Management, LLC 0.12% New 800 $217K
Bedell Frazier Investment Counselling, LLC 0.05% New 800 $217K
Boston Research & Management Inc. 0.05% New 800 $217K
Romano Brothers and Company 0.03% New 800 $217K
Knollwood Investment Advisory, LLC 0.02% New 800 $217K
King Wealth Management Group 0.03% New 797 $216K
Gilliland Jeter Wealth Management LLC 0.07% No change 796 $216K
Financial Advocates Investment Management 0.01% New 795 $216K
Hengehold Capital Management LLC 0.02% New 794 $215K
Compton Wealth Advisory Group, LLC 0.05% New 794 $215K
Centurion Wealth Management LLC 0.07% — 790 $214K
IRON Financial LLC 0.12% New 789 $214K
AlphaCore Capital LLC 0.05% New 789 $214K
Crestmont Private Wealth LLC 0.09% New 787 $213K
Kelly Financial Services LLC 0.08% Add +0.1% 785 $213K
Baron Wealth Management LLC 0.10% New 783 $212K
Bellecapital International Ltd. 0.04% New 783 $212K
First Financial Corp. 0.10% Reduce -5.8% 779 $211K
Insight Wealth Partners, LLC 0.13% New 777 $211K
Per Stirling Capital Management, LLC. 0.03% New 775 $210K
Castleview Partners, LLC 0.12% Reduce -0.1% 775 $210K
Live Oak Private Wealth LLC 0.03% New 773 $210K
Chris Bulman Inc 0.14% Add +12.2% 772 $209K
Somerset Trust Co 0.08% New 771 $209K
Providence Capital Advisors, LLC 0.04% No change 770 $209K
Gibbs Wealth Management 0.07% New 768 $208K
Semmax Financial Advisors Inc. 0.06% Add +0.1% 719 $208K
Northwest Quadrant Wealth Management, LLC 0.05% New 765 $207K
Samalin Investment Counsel, LLC 0.09% New 762 $207K
Wedgewood Investors Inc. 0.22% New 758 $206K
Tyler-Stone Wealth Management 0.04% Add +422.8% 758 $206K
CAP Partners, LLC 0.15% New 757 $205K
Executive Wealth Management, LLC 0.02% New 757 $205K
SkyOak Wealth, LLC 0.05% New 755 $205K
Capital Advisors Wealth Management, LLC 0.04% New 751 $204K
Magnolia Capital Advisors LLC 0.10% New 751 $204K
Everstar Asset Management, LLC 0.14% — 750 $203K
LBMC Investment Advisors, LLC 0.02% New 750 $203K
Baker Tilly Wealth Management, LLC 0.09% Reduce -26.3% 749 $203K
Shilanski & Associates, Inc. 0.07% New 749 $203K
Acorns Advisers, LLC 0.00% New 750 $203K
Navis Wealth Advisors, LLC 0.22% New 745 $202K
Vestor Capital, LLC 0.02% No change 745 $202K
Cyrus J. Lawrence, LLC 0.04% No change 729 $197K
AlphaQuest LLC 0.02% Reduce -81.5% 719 $195K
Slocum, Gordon & Co LLP 0.08% No change 718 $195K
LRI Investments, LLC 0.02% Add +13.3% 671 $193K
Johnson Financial Group, Inc. 0.01% Add +590.1% 697 $189K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 688 $187K
Iron Horse Wealth Management, LLC 0.06% Add +0.1% 688 $187K
First Community Trust NA 0.15% No change 685 $186K
Prestige Wealth Management Group LLC 0.04% Reduce -67.8% 682 $185K
AdvisorNet Financial, Inc 0.01% Add +65.6% 679 $184K
Avion Wealth 0.05% Add +1.1% 674 $182K
Financial Management Professionals, Inc. 0.02% Reduce -12.4% 669 $181K
Mascoma Wealth Management LLC 0.04% Reduce -5.7% 660 $179K
Westside Investment Management, Inc. 0.04% No change 712 $177K
IMA Advisory Services, Inc. 0.04% New 644 $175K
Kiely Wealth Advisory Group, Inc. 0.11% No change 600 $174K
Legacy Bridge, LLC 0.09% No change 640 $174K
WealthCollab, LLC 0.11% No change 638 $173K
Bogart Wealth, LLC 0.01% No change 636 $172K
Western Pacific Wealth Management, LP 0.11% No change 634 $172K
Arlington Trust Co LLC 0.04% No change 633 $172K
Bruce G. Allen Investments, LLC 0.13% Add +1.1% 631 $171K
1620 Investment Advisors, Inc. 0.13% Reduce -48.4% 629 $170K
Addison Advisors LLC 0.05% Reduce -11.3% 622 $169K
Trifecta Capital Advisors, LLC 0.04% No change 616 $167K
Paladin Wealth, LLC 0.14% — 609 $165K
Avalon Trust Co 0.01% Reduce -10.0% 595 $161K
Fortitude Family Office, LLC 0.06% Reduce -18.3% 593 $161K
Strategic Investment Solutions, Inc. 0.05% Add +1.2% 588 $159K
Rakuten Securities, Inc. 0.07% Add +564.8% 585 $159K
MRP Capital Investments, LLC 0.15% New 584 $158K
Deseret Mutual Benefit Administrators 0.08% Reduce -6.8% 580 $157K
First Pacific Financial 0.04% Add +0.3% 568 $154K
William B. Walkup & Associates, Inc. 0.09% No change 565 $153K
Westchester Capital Management, Inc. 0.04% No change 560 $152K
Security National Bank 0.02% Reduce -6.7% 560 $152K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +12.2% 550 $149K
Cape Investment Advisory, Inc. 0.06% Add +3.8% 542 $147K
West Paces Advisors Inc. 0.04% Reduce -2.7% 540 $146K
Heritage Wealth Management, Inc. 0.13% New 536 $145K
Tidemark, LLC 0.06% Add +0.6% 523 $142K
Logan Capital Management Inc. 0.01% No change 503 $136K
Creative Capital Management Investments LLC 0.06% Add +50000.0% 501 $136K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -56.6% 499 $135K
Birchbrook, Inc. 0.07% No change 492 $133K
New Millennium Group LLC 0.09% Reduce -0.2% 489 $133K
Rise Advisors, LLC 0.06% Add +0.2% 473 $128K
JCIC Asset Management Inc. 0.05% No change 470 $127K
First PREMIER Bank 0.03% New 466 $126K
CNB Bank 0.06% No change 458 $124K
Pacific Center for Financial Services 0.03% No change 450 $122K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -79.7% 378 $121K
Tacita Capital Inc 0.08% No change 440 $119K
Financial Freedom, LLC 0.06% No change 440 $119K
PrairieView Partners, LLC 0.01% No change 440 $119K
Concord Wealth Partners 0.02% Add +10.5% 422 $114K
Fairscale Capital, LLC 0.10% No change 419 $114K
Hantz Financial Services, Inc. 0.00% No change 408 $111K
Gleason Group, Inc. 0.02% Add +0.3% 409 $111K
Field & Main Bank 0.04% No change 400 $108K
Bay Harbor Wealth Management, LLC 0.04% Reduce -4.6% 396 $107K
Pinnacle Bancorp, Inc. 0.03% No change 384 $104K
Ironwood Wealth Management, Inc. 0.05% No change 377 $104K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 374 $102K
Voisard Asset Management Group, Inc. 0.04% Add +3.9% 369 $100K
Bell Investment Advisors, Inc 0.02% No change 369 $100K
Northwest Financial Advisors 0.08% New 365 $99K
Salomon & Ludwin, LLC 0.01% Reduce -18.2% 351 $95K
Core Alternative Capital 0.02% No change 344 $93K
Beacon Capital Management, LLC 0.01% Add +24.4% 337 $91K
Creative Financial Designs Inc. 0.01% Reduce -83.0% 329 $89K
Hollencrest Capital Management 0.00% No change 327 $89K
GoalVest Advisory LLC 0.03% No change 326 $88K
BNP Paribas 0.00% Add +25.2% 323 $88K
Creekmur Asset Management LLC 0.02% Reduce -22.1% 317 $86K
Northwest Capital Management Inc 0.03% No change 313 $85K
Private Wealth Management Group, LLC 0.03% Reduce -3.4% 311 $84K
Carmichael Hill & Associates, Inc. 0.03% Add +24.1% 309 $84K
Gables Capital Management Inc. 0.04% Add +48.8% 305 $83K
Towne Trust Company, N.A 0.03% No change 302 $82K
Naples Money Management LLC 0.07% No change 301 $82K
FWL Investment Management, LLC 0.03% No change 300 $81K
Financial Network Wealth Advisors LLC 0.07% Add +2.8% 298 $81K
Global Wealth Strategies & Associates 0.03% Add +8.1% 294 $80K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 293 $79K
GW&K Investment Management, LLC 0.00% Add +20.3% 290 $79K
WFA of San Diego, LLC 0.07% Reduce -2.7% 291 $79K
Coppell Advisory Solutions LLC 0.01% Add +19.8% 285 $77K
Beaird Harris Wealth Management, LLC 0.01% Add +3.3% 282 $76K
Stephens Consulting, LLC 0.02% Reduce -4.8% 281 $76K
Hoese & Co LLP 0.06% No change 280 $76K
Coston, McIsaac & Partners 0.02% No change 279 $75K
ORG Partners LLC 0.01% Reduce -67.7% 275 $75K
Criterion Capital Advisors, LLC 0.05% No change 320 $74K
Covestor Ltd 0.05% Reduce -0.7% 267 $73K
Atlas Capital Advisors Inc. 0.01% Add +13.7% 266 $72K
Wiser Advisor Group LLC 0.11% No change 262 $71K
Flaharty Asset Management, LLC 0.01% New 260 $71K
Founders Capital Management 0.04% Add +25.0% 250 $68K
Glen Eagle Advisors, LLC 0.01% Add +14.2% 249 $68K
AllSquare Wealth Management LLC 0.04% Reduce -10.0% 244 $66K
FSA Wealth Management LLC 0.03% — 243 $66K
Northwest Investment Counselors, LLC 0.01% New 241 $65K
Richardson Financial Services Inc. 0.04% No change 282 $65K
Financial Perspectives, Inc 0.02% Add +0.4% 231 $63K
Winthrop Capital Management, LLC 0.03% No change 230 $62K
Abound Wealth Management 0.02% Add +31.0% 224 $61K
Fairman Group, LLC 0.05% No change 220 $60K
Sachetta, LLC 0.02% Add +6.8% 219 $59K
Nixon Capital, LLC 0.02% No change 218 $59K
Aviso Financial Inc. 0.00% Add +64.9% 216 $59K
JNBA Financial Advisors 0.01% Reduce -78.8% 214 $58K
BOK Financial Private Wealth, Inc. 0.00% Add +1414.3% 212 $57K
Talon Private Wealth, LLC 0.01% — 209 $57K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 203 $55K
Transcendent Capital Group LLC 0.03% No change 200 $54K
Chelsea Counsel Co. 0.03% No change 200 $54K
SRH Advisors, LLC 0.02% No change 200 $54K
CBIZ Investment Advisory Services, LLC 0.00% No change 200 $54K
Annapolis Financial Services, LLC 0.02% No change 199 $54K
Intelligent Financial Strategies 0.03% No change 194 $53K
Riverview Trust Co 0.04% Add +5.3% 178 $48K
Earned Wealth Advisors, LLC 0.01% New 176 $48K
Mowery & Schoenfeld Wealth Management, LLC 0.07% New 170 $46K
Financial Connections Group, Inc. 0.02% Reduce -50.6% 165 $44K
WFA Asset Management Corp 0.02% No change 162 $44K
Tradewinds Capital Management, LLC 0.01% No change 158 $43K
Activest Wealth Management 0.01% Reduce -79.6% 157 $43K
Itau Unibanco Holding S.A. 0.00% New 140 $38K
Nordwand Advisors, LLC 0.01% No change 135 $37K
GPS Wealth Strategies Group, LLC 0.00% No change 135 $37K
Main Street Group, LTD 0.02% Reduce -0.8% 130 $35K
Planning Capital Management Corp 0.02% Reduce -70.0% 130 $35K
Raffa Wealth Management, LLC 0.01% No change 130 $35K
Archer Investment Corp 0.01% No change 129 $35K
Canton Hathaway, LLC 0.01% No change 130 $35K
Vermillion & White Wealth Management Group, LLC 0.03% No change 128 $35K
Operose Advisors LLC 0.01% Add +30.6% 128 $35K
Planned Solutions, Inc. 0.01% New 124 $34K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -29.7% 116 $31K
True Wealth Design, LLC 0.01% Add +332.0% 108 $29K
Bray Capital Advisors 0.01% No change 108 $29K
Kennebec Savings Bank 0.03% — 106 $29K
Granite FO LLC 0.02% New 104 $28K
Albion Financial Group 0.00% No change 103 $28K
REAP Financial Group, LLC 0.01% Add +4.1% 102 $28K
American Capital Advisory, LLC 0.02% No change 101 $27K
BBJS Financial Advisors, LLC 0.01% No change 100 $27K
Delos Wealth Advisors, LLC 0.02% No change 100 $27K
Atticus Wealth Management, LLC 0.01% No change 100 $27K
Park Place Capital Corp 0.01% No change 100 $27K
Stuart Chaussee & Associates, Inc. 0.01% No change 100 $27K
Fourpath Capital Management, LLC 0.01% New 100 $27K
Investment Research & Advisory Group, Inc. 0.01% Add +3.1% 99 $27K
Ruedi Wealth Management, Inc. 0.01% Reduce -4.3% 90 $24K
Cedar Wealth Management, LLC 0.01% No change 89 $24K
TruNorth Capital Management, LLC 0.01% Add +32.8% 89 $24K
Geo Capital Gestora de Recursos Ltd 0.02% No change 78 $21K
PFS Partners, LLC 0.01% No change 75 $20K
Dunhill Financial, LLC 0.01% Add +1.6% 63 $17K
Cranbrook Wealth Management, LLC 0.00% No change 63 $17K
Rogco, LP 0.01% No change 60 $16K
Valued Wealth Advisors LLC 0.01% Add +5.8% 55 $15K
SJS Investment Consulting Inc. 0.00% Reduce -1.8% 55 $15K
Legacy Investment Solutions, LLC 0.01% — 50 $14K
Legacy Wealth Managment, LLC 0.01% — 50 $14K
ESL Trust Services, LLC 0.00% No change 50 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 50 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 47 $13K
Redmont Wealth Advisors LLC 0.02% No change 47 $13K
Pacifica Partners Inc. 0.01% No change 45 $12K
Carolinas Wealth Consulting LLC 0.00% Add +12.5% 45 $12K
Horrell Capital Management, Inc. 0.00% No change 44 $12K
New Age Alpha Advisors, LLC 0.01% No change 44 $12K
Carolina Wealth Advisors, LLC 0.01% Add +175.0% 44 $12K
HighMark Wealth Management LLC 0.01% Add +2.4% 43 $12K
Stone House Investment Management, LLC 0.00% No change 42 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 42 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -29.3% 41 $11K
Robinswood Financial LLC 0.00% No change 41 $11K
Morton Brown Family Wealth, LLC 0.00% New 40 $11K
Davis Capital Management 0.01% No change 38 $10K
LMR Partners LLP 0.00% New 34 $9K
HBC Financial Services, PLLC 0.01% Add +414.3% 36 $9K
Gold Investment Management Ltd. 0.00% No change 33 $9K
Red Tortoise LLC 0.00% No change 32 $9K
Valley Wealth Managers, Inc. 0.00% Reduce -71.4% 30 $8K
Tsfg, LLC 0.00% No change 28 $8K
Caitlin John, LLC 0.00% Reduce -80.2% 25 $7K
Hoey Investments, Inc. 0.00% No change 30 $7K
First United Bank & Trust 0.00% No change 25 $7K
Abich Financial Wealth Management LLC 0.01% Reduce -60.7% 24 $7K
Atwood & Palmer Inc. 0.00% Add +4.3% 24 $7K
ClariVest Asset Management LLC 0.00% No change 27 $6K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -26.5% 25 $6K
Winch Advisory Services, LLC 0.00% No change 20 $6K
IFS Advisors, LLC 0.00% No change 20 $5K
Your Advocates Ltd., LLP 0.00% New 20 $5K
PayPay Securities Corp 0.36% Add +25.0% 15 $4K
Pineridge Advisors LLC 0.00% Reduce -28.6% 15 $4K
FPC Investment Advisory, Inc. 0.00% No change 11 $3K
Aspect Partners, LLC 0.00% No change 9 $2K
JDM Financial Group LLC 0.00% New 9 $2K
Baldwin Wealth Partners LLC 0.00% Reduce -77.1% 8 $2K
Transamerica Financial Advisors, LLC 0.00% New 5 $2K
Uncommon Cents Investing LLC 0.00% New 6 $2K
Chesapeake Asset Management LLC 0.00% New 5 $1K
Syntax Research, Inc. 0.00% New 5 $1K
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $1K
Mendota Financial Group, LLC 0.00% New 1 $272

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