American ExpressAXP

13F holders, Q4 2024 (December 31)
2,639holders +184
141new positions
103sold out
15famous investors
$296.51avg. 13F price*

At the end of Q4 2024, 2,639 institutions reported holding American Express Co. (AXP) in their 13F filings, up 184 from Q3 2024. 141 opened new positions and 103 sold out. The largest holders were Berkshire Hathaway ($45.0B), Vanguard Group Inc. ($13.4B) and BlackRock, Inc. ($13.0B). 15 famous investors held it, including Guy Spier (21.7% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Warren Buffett (16.8% of Berkshire Hathaway's portfolio) and Mario Gabelli (1.6% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions141$366.8M
Exits103$204.5M

All 13F filers, Q3 2024 → Q4 2024: 20,214,661 shares bought and 16,591,143 shares sold, net +3,623,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,639 holders

Berkshire Hathaway 16.84% No change 151,610,700 $45.0B
Vanguard Group Inc. 0.23% Add +0.2% 45,237,993 $13.4B
BlackRock, Inc. 0.26% Add +3.3% 43,941,919 $13.0B
State Street Corp. 0.35% Add +1.7% 29,782,157 $8.8B
JPMorgan Chase & Co. 0.39% Add +7.1% 16,751,822 $5.0B
Wellington Management Group LLP 0.86% Reduce -1.4% 15,857,117 $4.7B
Morgan Stanley 0.29% Add +2.6% 13,846,553 $4.1B
Geode Capital Management, LLC 0.27% Add +2.3% 11,752,084 $3.5B
FMR LLC 0.19% Reduce -0.8% 10,914,258 $3.2B
Fisher Asset Management 1.03% Add +1.1% 8,761,336 $2.6B
Massachusetts Financial Services Co. 0.80% Reduce -7.0% 8,546,086 $2.5B
T. Rowe Price Associates Inc. 0.29% Reduce -10.3% 8,429,912 $2.5B
Bank of America Corp. 0.21% Reduce -16.7% 7,463,890 $2.2B
Northern Trust Corp. 0.29% Add +16.3% 6,825,135 $2.0B
Norges Bank 0.23% Reduce -9.2% 6,017,276 $1.8B
Nuveen Asset Management, LLC 0.48% Reduce -0.2% 5,690,674 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% Add +8.9% 5,015,269 $1.5B
Invesco Ltd. 0.25% Reduce -7.2% 4,625,900 $1.4B
Artisan Partners Limited Partnership 2.03% Reduce -8.8% 4,437,167 $1.3B
Bank of New York Mellon Corp 0.24% Reduce -4.1% 4,374,586 $1.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.39% Add +463.3% 4,357,487 $1.3B
Charles Schwab Investment Management Inc. 0.21% Add +0.4% 3,878,434 $1.2B
Goldman Sachs Group Inc. 0.22% Reduce -0.1% 3,808,669 $1.1B
Legal & General Group Plc 0.29% Reduce -4.7% 3,725,145 $1.1B
Capital World Investors 0.17% Add +2.1% 3,704,271 $1.1B
UBS Group AG 0.24% Add +13.3% 3,584,412 $1.1B
Janus Henderson Group PLC 0.53% Reduce -12.0% 3,483,938 $1.0B
Dimensional Fund Advisors LP 0.22% Add +4.3% 3,052,115 $905.9M
Capital Research Global Investors 0.18% Add +186.3% 2,986,710 $886.4M
Rothschild & Co Wealth Management UK Ltd 14.41% Reduce -15.2% 2,764,668 $820.5M
Alphinity Investment Management Pty Ltd 4.42% Reduce -11.1% 2,737,923 $812.6M
Deutsche Bank AG 0.31% Add +25.9% 2,698,632 $800.9M
Ameriprise Financial Inc. 0.19% Add +2.6% 2,570,160 $754.6M
Longview Partners (Guernsey) LTD 5.53% Reduce -4.3% 2,493,891 $740.2M
First Eagle Investment Management, LLC 1.57% Reduce -9.5% 2,352,053 $698.1M
TD Asset Management Inc 0.60% Reduce -1.8% 2,299,819 $682.6M
Barclays PLC 0.33% Add +3.5% 2,236,814 $663.9M
Amundi 0.23% Add +12.9% 2,179,171 $660.0M
Nordea Investment Management AB 0.69% Add +12.7% 2,203,772 $655.1M
Boston Partners 0.70% Reduce -8.8% 1,923,899 $573.6M
HSBC Holdings PLC 0.35% Reduce -6.0% 1,883,929 $559.5M
BNP Paribas Financial Markets 0.42% Add +87.2% 1,818,788 $539.8M
Wells Fargo & Company 0.12% Reduce -0.1% 1,712,725 $508.3M
Sumitomo Mitsui Trust Group, Inc. 0.33% Reduce -0.9% 1,667,747 $495.0M
Swiss National Bank 0.32% Reduce -6.0% 1,606,579 $476.8M
Lazard Asset Management LLC 0.75% Reduce -4.9% 1,598,397 $474.4M
Royal Bank of Canada 0.10% Add +2.5% 1,560,765 $463.2M
Capital Wealth Planning, LLC 4.17% Add +22.0% 1,517,668 $450.4M
Schroder Investment Management Group 0.42% Add +11.8% 1,465,321 $435.7M
Beutel, Goodman & Co Ltd. 2.34% Reduce -0.1% 1,449,478 $430.2M
Smead Capital Management, Inc. 6.19% Reduce -17.5% 1,344,431 $399.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.37% Add +5.1% 1,258,630 $381.5M
Aberdeen Group plc 0.68% Reduce -3.2% 1,230,285 $364.7M
Barrow Hanley Mewhinney & Strauss LLC 1.18% Reduce -2.1% 1,166,279 $346.1M
California Public Employees Retirement System 0.23% Reduce -12.7% 1,166,254 $346.1M
First Trust Advisors LP 0.30% Add +4.2% 1,138,144 $337.8M
Bank of Montreal 0.17% Reduce -3.4% 1,130,135 $335.4M
American Century Companies Inc. 0.19% Add +13.8% 1,123,961 $333.6M
Rhumbline Advisers 0.29% Reduce -2.3% 1,103,942 $327.6M
National Pension Service 0.30% Reduce -6.1% 1,082,450 $321.3M
PNC Financial Services Group, Inc. 0.21% Reduce -0.6% 1,070,066 $317.6M
Corient Private Wealth LP 0.52% Reduce -2.9% 1,051,958 $311.6M
Sustainable Growth Advisers, LP 1.50% Reduce -26.8% 1,004,652 $298.2M
Pictet Asset Management Holding SA 0.32% Reduce -7.5% 999,071 $296.5M
Raymond James Financial Inc. 0.11% — 984,132 $292.1M
Timucuan Asset Management Inc. 8.86% Reduce -0.3% 975,504 $289.5M
Public Employees Retirement Association of Colorado 1.09% Add +9.0% 926,363 $274.9M
California State Teachers Retirement System 0.31% Reduce -4.0% 885,975 $262.9M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -2.8% 817,028 $242.5M
Epoch Investment Partners, Inc. 1.14% Reduce -14.9% 794,530 $235.8M
W1M Investment Management Ltd 3.72% Add +1.9% 786,422 $233.5M
Blair William & Co. 0.62% Reduce -1.6% 720,237 $213.8M
New York State Common Retirement Fund 0.28% Add +0.4% 699,591 $207.6M
LPL Financial LLC 0.08% Add +8.4% 692,618 $205.6M
Envestnet Asset Management Inc. 0.06% Reduce -5.6% 681,435 $202.2M
Alliancebernstein L.P. 0.07% Reduce -5.4% 675,442 $200.5M
1832 Asset Management L.P. 0.35% Add +22.3% 666,957 $197.9M
Natixis Advisors, LLC 0.37% Reduce -1.4% 660,354 $196.0M
Korea Investment CORP 0.46% Reduce -3.8% 648,184 $192.4M
Principal Financial Group Inc. 0.10% Reduce -1.2% 645,013 $191.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.38% — 631,210 $187.3M
KBC Group NV 0.52% Reduce -5.1% 630,353 $187.1M
Stifel Financial Corp. 0.19% Add +1.6% 625,695 $185.7M
King Luther Capital Management Corp. 0.81% Reduce -6.0% 623,816 $185.1M
Clearbridge Investments, LLC 0.15% Reduce -26.9% 618,212 $183.5M
Russell Investments Group, Ltd. 0.25% Add +7.7% 612,534 $181.8M
AXA S.A. 0.54% Reduce -4.6% 591,762 $175.6M
Franklin Resources Inc. 0.05% Add +2.7% 591,437 $175.5M
Gabelli Funds LLC 1.33% Reduce -9.9% 587,627 $174.4M
Citigroup Inc. 0.17% Reduce -2.4% 583,538 $173.2M
Clark Capital Management Group, Inc. 1.20% Add +1.3% 579,142 $171.9M
Allianz Asset Management GmbH 0.24% Add +33.2% 565,954 $168.0M
HighTower Advisors, LLC 0.23% Reduce -0.9% 558,552 $165.8M
Macquarie Group Ltd. 0.20% Reduce -1.8% 579,317 $165.5M
Prudential Financial Inc. 0.23% Add +27.5% 556,327 $165.1M
First Manhattan Co. Llc. 0.48% Add +1.2% 540,679 $164.4M
Brown Advisory Inc. 0.21% Add +1.4% 552,517 $164.0M
National Bank of Canada 0.21% Reduce -23.1% 543,759 $161.4M
Los Angeles Capital Management LLC 0.65% Reduce -20.7% 541,613 $160.7M
State Board of Administration of Florida Retirement System 0.30% Reduce -1.1% 535,547 $158.9M
Robeco Institutional Asset Management B.V. 0.29% Reduce -4.8% 521,016 $154.6M
New York State Teachers Retirement System 0.32% Reduce -3.2% 517,862 $153.7M
GAMCO Investors 1.60% Reduce -6.1% 514,187 $152.6M
Brandywine Global Investment Management, LLC 1.08% Add +22.5% 497,579 $147.7M
NorthCoast Asset Management LLC 0.72% Add +9.4% 495,843 $147.2M
Douglas Lane & Associates, LLC 2.07% Reduce -7.2% 494,431 $146.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.36% Reduce -16.8% 490,150 $145.5M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -4.1% 488,288 $144.9M
Markel Group 1.27% No change 484,250 $143.7M
Caisse de depot et placement du Quebec 0.29% Reduce -11.4% 473,752 $140.6M
Canoe Financial LP 2.27% Reduce -37.3% 469,286 $139.3M
Maj Invest Holding A/S 4.56% Reduce -43.0% 466,822 $138.5M
Troy Asset Management Ltd 4.48% Reduce -44.1% 458,534 $136.1M
M&G PLC 0.86% Reduce -9.8% 451,964 $134.2M
Susquehanna International Group, LLP 0.20% Add +68.8% 450,038 $133.6M
Focused Investors LLC 4.19% Reduce -0.8% 447,000 $132.7M
US Bancorp \de 0.17% Reduce -1.1% 445,638 $132.3M
Victory Capital Management Inc. 0.13% Reduce -12.2% 439,191 $130.3M
Chevy Chase Trust Holdings, LLC 0.39% Add +3.0% 432,051 $128.2M
Manufacturers Life Insurance Company, The 0.11% Reduce -1.8% 429,813 $127.6M
Ensign Peak Advisors, Inc 0.23% Add +3.9% 428,488 $127.2M
Thrivent Financial for Lutherans 0.25% Reduce -6.9% 424,918 $126.1M
Rockefeller Capital Management L.P. 0.32% Reduce -22.7% 421,797 $125.1M
Lansforsakringar Fondforvaltning AB (publ) 0.47% — 417,815 $124.0M
Cacti Asset Management LLC 9.23% Reduce -3.4% 413,451 $122.9M
Swedbank AB 0.15% Add +0.4% 410,457 $121.8M
Storebrand Asset Management As 0.36% Add +2.0% 399,372 $118.5M
Dodge & Cox 0.07% Reduce -2.8% 399,340 $118.5M
Beck Mack & Oliver LLC 2.17% Add +0.9% 395,693 $117.4M
D. E. Shaw & Co. 0.14% Reduce -11.6% 393,387 $116.8M
Retirement Systems of Alabama 0.43% Reduce -0.7% 386,773 $114.8M
Wealth Enhancement Advisory Services, LLC 0.22% Add +23.8% 382,701 $113.6M
Aviva PLC 0.29% Reduce -1.8% 381,564 $113.2M
Heard Capital LLC 6.73% Add +1.9% 381,130 $113.1M
Canada Pension Plan Investment Board 0.11% Reduce -48.3% 374,345 $111.1M
Crawford Investment Counsel Inc. 1.96% Reduce -5.0% 366,385 $108.7M
Danske Bank A/S 0.32% Reduce -5.9% 360,655 $107.0M
Keybank National Association 0.40% Add +3.7% 349,937 $103.9M
Atalanta Sosnoff Capital, LLC 2.25% Reduce -1.5% 348,629 $103.5M
Great Lakes Advisors, LLC 0.88% Reduce -1.0% 345,851 $102.6M
APG Asset Management N.V. 0.28% Add +538.7% 355,888 $102.0M
Neuberger Berman Group LLC 0.08% Reduce -8.6% 341,717 $101.4M
CI Investments Inc. 0.38% Reduce -1.4% 341,367 $101.3M
Candriam S.C.A. 0.59% Add +1.4% 340,965 $101.2M
Mitsubishi UFJ Trust & Banking Corp 0.24% Reduce -5.3% 339,583 $100.8M
Bowen Hanes & Co. Inc. 2.68% Reduce -1.0% 336,384 $99.8M
State of Wisconsin Investment Board 0.25% Reduce -6.3% 331,970 $98.5M
Teacher Retirement System of Texas 0.35% Add +19.8% 328,870 $97.6M
Sei Investments Co. 0.13% Reduce -16.2% 328,265 $97.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.28% Add +2.4% 327,864 $97.3M
Asset Management One Co., Ltd. 0.33% Reduce -1.5% 317,165 $95.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.96% Reduce -1.4% 315,261 $93.6M
Commonwealth Equity Services, LLC 0.13% Reduce -1.8% 307,258 $91.2M
Treasurer of the State of North Carolina 0.35% Add +0.8% 304,439 $90.4M
Public Sector Pension Investment Board 0.38% Reduce -21.0% 303,374 $90.0M
Cibc World Market Inc. 0.20% Add +14.2% 299,547 $88.9M
Parallax Volatility Advisers, L.P. 2.23% Add +27.9% 295,800 $87.8M
Hosking Partners LLP 3.42% Reduce -2.4% 294,333 $87.4M
Federated Hermes, Inc. 0.19% Add +29.9% 290,864 $86.3M
Glenmede Trust Co. NA 0.44% Reduce -11.9% 290,525 $86.2M
Harris Associates (Oakmark Funds) 0.14% Reduce -17.1% 289,809 $86.0M
Credit Agricole S A 0.29% Add +22.9% 288,622 $85.7M
PEAK6 LLC 3.23% — 277,638 $82.4M
Davis Selected Advisers 0.47% Reduce -4.5% 274,490 $81.5M
Bank of Nova Scotia 0.14% Add +226.7% 269,420 $80.0M
ProShare Advisors LLC 0.18% Add +29.0% 267,445 $79.4M
Teachers Retirement System of the State of Kentucky 0.69% Add +42.5% 266,570 $79.1M
Man Group plc 0.24% Add +10.6% 262,632 $77.9M
Nomura Asset Management Co. Ltd. 0.23% Reduce -0.4% 262,064 $77.8M
Vaughan David Investments LLC 1.77% Reduce -1.8% 252,129 $74.8M
Nisa Investment Advisors, LLC 0.29% Reduce -8.2% 251,847 $74.7M
Eastern Bank 1.37% Add +0.9% 248,695 $73.8M
Public Employees Retirement System of Ohio 0.25% New 246,985 $73.3M
Equity Investment Corp. 1.69% Reduce -3.9% 242,325 $71.9M
Todd Asset Management LLC 1.71% Add +58.2% 240,070 $71.3M
Truist Financial Corp. 0.11% Reduce -1.0% 239,808 $71.2M
Royal London Asset Management Ltd. 0.17% Reduce -0.5% 237,867 $70.6M
Holocene Advisors, LP 0.23% Add +15.9% 234,875 $69.7M
AQR Capital Management 0.09% Add +26.4% 233,406 $69.3M
Mn Services Vermogensbeheer B.V. 0.46% Add +2.1% 230,212 $68.3M
Pensioenfonds Rail & Ov 4.64% Add +15.0% 230,176 $68.3M
Cibc World Markets Corp. 0.40% Reduce -9.6% 229,750 $68.2M
Cornerstone Investment Partners, LLC 3.38% Reduce -0.5% 228,960 $68.0M
Citadel Advisors 0.06% Reduce -30.1% 224,464 $66.6M
Employees Retirement System of Texas 0.67% No change 224,300 $66.6M
Fayez Sarofim & Co 0.16% Reduce -1.8% 222,717 $66.1M
Handelsbanken Fonder AB 0.25% Add +2.9% 222,544 $66.0M
CIBC Private Wealth Group LLC 0.12% Reduce -0.7% 214,952 $65.1M
Northwestern Mutual Wealth Management Co. 0.05% Add +4.5% 218,780 $64.9M
Boston Trust Walden Corp 0.46% Reduce -0.9% 218,681 $64.9M
State of Tennessee, Department of Treasury 0.23% Reduce -8.6% 216,892 $64.4M
Mairs & Power Inc. 0.61% Reduce -3.3% 210,790 $62.6M
State of New Jersey Common Pension Fund D 0.25% Reduce -1.2% 210,270 $62.4M
Aquamarine Capital (Aquamarine Zurich) 21.67% No change 210,000 $62.3M
KLP Kapitalforvaltning As 0.29% — 207,479 $61.6M
Healthcare of Ontario Pension Plan Trust Fund 0.13% Reduce -11.1% 203,500 $60.4M
Toronto Dominion Bank 0.12% Reduce -32.6% 203,002 $60.2M
Calamos Advisors LLC 0.40% Reduce -3.1% 201,156 $59.7M
Allianz SE 1.54% Add +0.1% 198,855 $59.0M
STRS Ohio 0.23% Reduce -15.3% 198,558 $58.9M
Focus Partners Wealth 0.15% Add +27.3% 198,330 $58.9M
Janney Montgomery Scott LLC 0.16% Reduce -3.2% 197,748 $58.7M
Global Frontier Investments LLC 15.06% — 197,215 $58.5M
Zacks Investment Management 0.54% Reduce -2.7% 196,418 $58.3M
Rafferty Asset Management, LLC 0.21% Add +3.1% 196,338 $58.3M
GFI Investment Counsel Ltd. 6.65% Add +4.0% 195,292 $58.0M
Jane Street Group, LLC 0.09% Add +575.6% 192,204 $57.0M
Schwerin Boyle Capital Management Inc. 5.83% Reduce -0.6% 191,648 $56.9M
Cohen Klingenstein LLC 1.90% Reduce -4.1% 186,922 $55.5M
Cookson Peirce & Co. Inc. 2.50% Add +16.1% 185,588 $55.1M
Alberta Investment Management Corp 0.39% Reduce -6.5% 185,000 $54.9M
Fifth Third Bancorp 0.20% Reduce -7.1% 183,860 $54.6M
Border to Coast Pensions Partnership Ltd 1.06% No change 181,754 $53.9M
Ninety One UK Ltd 0.14% Reduce -0.8% 178,118 $52.9M
Roffman Miller Associates Inc. 3.20% Reduce -4.4% 175,380 $52.1M
ZWJ Investment Counsel Inc. 2.14% Reduce -1.4% 174,862 $51.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.54% New 174,093 $51.8M
M&T Bank Corp 0.17% Add +0.4% 174,598 $51.8M
Dundas Partners LLP 3.63% No change 174,436 $51.8M
Millennium Management 0.05% Reduce -53.5% 172,239 $51.1M
Resona Asset Management Co.,Ltd. 0.30% Reduce -5.8% 170,400 $50.7M
Creative Planning 0.05% Add +5.9% 170,513 $50.6M
Nearwater Capital Markets, Ltd 1.44% — 170,000 $50.5M
Forsta Ap-Fonden 0.35% Reduce -0.8% 168,400 $50.0M
Tidal Investments LLC 0.41% Add +275.4% 166,648 $49.5M
Pinnacle Associates Ltd. 0.67% Reduce -13.9% 166,073 $49.3M
Raiffeisen Bank International AG 0.75% — 165,693 $49.3M
Heritage Investors Management Corp. 1.58% Reduce -2.1% 165,391 $49.1M
Iron Gate Global Advisors LLC 6.92% Add +0.6% 165,171 $49.0M
Skandinaviska Enskilda Banken AB (publ) 0.22% Add +37.9% 163,920 $49.0M
Arizona State Retirement System 0.30% Reduce -0.2% 164,774 $48.9M
Pinnacle Financial Partners Inc 0.99% Reduce -0.2% 165,275 $48.9M
Johnson Investment Counsel Inc. 0.48% Reduce -2.4% 164,605 $48.9M
Comerica Bank 0.20% Add +0.4% 164,456 $48.8M
Nomura Holdings Inc. 0.26% Add +1828.5% 163,674 $48.6M
Clarkston Capital Partners, LLC 0.92% Reduce -3.4% 161,912 $48.1M
Baird Financial Group, Inc. 0.09% Add +8.0% 160,544 $47.6M
J. L. Bainbridge & Co., Inc. 4.46% Reduce -0.5% 159,272 $47.3M
Lord, Abbett & Co. LLC 0.16% Reduce -2.8% 158,962 $47.2M
Corebridge Financial, Inc. 0.25% Reduce -3.0% 158,580 $47.1M
Voya Investment Management LLC 0.06% Reduce -7.1% 157,889 $46.9M
Barr E S & Co. 2.76% Reduce -0.7% 157,004 $46.6M
DekaBank Deutsche Girozentrale 0.09% No change 155,374 $46.6M
MetLife Investment Management, LLC 0.25% Add +0.7% 156,659 $46.5M
Osaic Holdings, Inc. 0.10% Add +9.0% 188,918 $45.3M
State of Michigan Retirement System 0.23% Reduce -1.2% 151,077 $44.8M
Daiwa Securities Group Inc. 0.20% Add +2.2% 150,854 $44.8M
Central Securities Corp 4.25% Reduce -11.8% 150,000 $44.5M
Strategic Wealth Investment Group, LLC 2.45% Add +976.9% 440,806 $44.4M
Cerity Partners LLC 0.10% Add +1.3% 152,682 $44.4M
Mediolanum International Funds Ltd 0.57% Add +4.3% 149,291 $44.3M
Captrust Financial Advisors 0.13% Reduce -0.1% 148,761 $44.2M
Mercer Global Advisors Inc. 0.11% New 147,289 $43.7M
Mariner, LLC 0.07% Add +3.4% 146,179 $43.4M
Cetera Investment Advisers 0.09% Add +0.5% 144,665 $42.9M
QRG Capital Management, Inc. 0.43% Add +21.0% 140,041 $41.6M
Bradley Foster & Sargent Inc. 0.70% Add +2.2% 139,531 $41.4M
Aureus Asset Management, LLC 2.64% Reduce -1.6% 137,803 $40.9M
Douglass Winthrop Advisors, LLC 0.79% Reduce -1.9% 136,176 $40.4M
Cullen/Frost Bankers, Inc. 0.55% Reduce -0.9% 136,031 $40.4M
Allworth Financial LP 0.22% Add +3.2% 124,938 $40.3M
Huntington National Bank 0.37% Reduce -1.5% 134,106 $39.8M
Martingale Asset Management L P 0.97% Reduce -11.8% 133,695 $39.7M
Regions Financial Corp. 0.29% Reduce -2.0% 130,971 $38.9M
Marex Group Ltd 0.66% Add +226.9% 130,582 $38.8M
Federation des caisses Desjardins du Quebec 0.20% Add +4.0% 129,212 $38.3M
Williams Jones Wealth Management, LLC. 0.46% Reduce -0.9% 128,836 $38.2M
Advisors Asset Management, Inc. 0.70% Reduce -2.7% 128,685 $38.2M
Commerce Bank 0.23% Reduce -0.6% 127,976 $38.0M
Schaper Benz & Wise Investment Counsel Inc. 3.04% Reduce -2.3% 127,716 $37.9M
Mill Capital Management, LLC 2.96% Reduce -1.2% 126,390 $37.5M
Edgar Lomax Co. 2.36% Reduce -1.9% 123,415 $36.6M
Smith Group Asset Management, LLC 2.67% Add +1.7% 122,225 $36.3M
Groupe la Francaise 0.89% — 122,125 $36.1M
Czech National Bank 0.33% Add +5.5% 120,663 $35.8M
Chilton Capital Management LLC 1.51% Add +1.8% 120,645 $35.8M
Maple Capital Management, Inc. 2.63% Add +0.6% 120,303 $35.7M
Greatmark Investment Partners, Inc. 4.79% Reduce -3.5% 118,519 $35.2M
Achmea Investment Management B.V. 0.58% Add +91.2% 118,476 $35.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.22% Reduce -3.2% 118,331 $35.1M
Intech Investment Management LLC 0.34% Reduce -1.8% 117,846 $35.0M
Pinebridge Investments, L.P. 0.26% Reduce -33.6% 116,752 $34.7M
Rheos Capital Works Inc. 1.89% Add +16.7% 115,200 $34.2M
Clifford Swan Investment Counsel LLC 1.23% Reduce -0.0% 114,992 $34.1M
Foster Dykema Cabot & Partners, LLC 2.64% Reduce -0.2% 114,163 $33.9M
Destination Wealth Management 1.05% Reduce -5.0% 113,561 $33.7M
Amalgamated Bank 0.28% Reduce -2.5% 113,193 $33.6M
USS Investment Management Ltd 0.24% Reduce -3.8% 111,776 $33.2M
Vest Financial, LLC 0.59% Add +8.9% 111,576 $33.1M
Cambiar Investors LLC 1.31% Reduce -30.0% 111,177 $33.0M
Pathstone Holdings, LLC 0.14% Reduce -2.4% 110,511 $32.8M
IFM Investors Pty Ltd 0.33% Reduce -8.1% 110,017 $32.7M
Capital Investment Advisors, LLC 0.66% Add +3.0% 109,865 $32.6M
TD Waterhouse Canada Inc. 0.26% Add +21.5% 109,611 $32.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Add +13.4% 108,905 $32.3M
UniSuper Management Pty Ltd 0.23% Add +6.2% 108,596 $32.2M
Factory Mutual Insurance Co. 0.35% No change 108,500 $32.2M
Thomasville National Bank 2.29% Reduce -2.8% 107,365 $31.9M
Swiss Life Asset Management Ltd 0.23% Add +39.1% 107,052 $31.7M
Braun Stacey Associates Inc. 1.18% Reduce -1.2% 106,735 $31.7M
Chesley Taft & Associates LLC 1.47% Add +15.3% 106,620 $31.6M
DNB Asset Management AS 0.14% Add +3.9% 106,468 $31.6M
Paralel Advisors LLC 1.33% No change 105,000 $31.2M
Country Trust Bank 0.77% Reduce -12.9% 103,766 $30.8M
Noesis Capital Mangement Corp. 5.87% Add +0.1% 103,686 $30.8M
CIBC Asset Management Inc 0.10% Reduce -3.4% 102,515 $30.4M
Bartlett & Co. Wealth Management LLC 0.44% Add +0.6% 101,324 $30.1M
AMF Tjanstepension AB 0.21% No change 100,833 $29.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.30% Add +3.3% 100,863 $29.9M
Xponance LLC 0.27% Add +0.4% 100,580 $29.9M
Dana Investment Advisors, Inc. 0.98% Reduce -1.6% 100,371 $29.8M
Berkley W R Corp. 1.68% New 100,000 $29.7M
Crossmark Global Holdings, Inc. 0.54% Reduce -1.0% 99,625 $29.6M
Investment House LLC 1.61% Add +0.8% 99,605 $29.6M
Flossbach Von Storch SE 0.12% Reduce -36.9% 99,553 $29.5M
United Capital Financial Advisors, LLC 0.25% Reduce -1.1% 99,209 $29.4M
Henshaw Capital LLC 1.22% No change 98,805 $29.3M
Andra AP-fonden 0.46% Reduce -0.3% 95,848 $28.4M
Coleford Investment Management Ltd. 7.33% — 93,613 $27.8M
Utah Retirement Systems 0.30% Add +0.1% 93,022 $27.6M
Bragg Financial Advisors, Inc 1.11% Reduce -3.4% 92,458 $27.4M
Polar Capital Holdings Plc 0.15% Add +198.9% 92,177 $27.4M
Varma Mutual Pension Insurance Co 0.21% Reduce -27.5% 91,835 $27.3M
Quilter Plc 0.53% Reduce -5.5% 90,172 $26.8M
Tiaa Trust, National Association 0.08% Reduce -5.7% 90,095 $26.7M
Welch & Forbes LLC 0.34% Add +0.1% 89,872 $26.7M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +11.7% 88,765 $26.6M
Tweedy, Browne Co LLC 1.79% Reduce -10.5% 89,548 $26.6M
MAI Capital Management 0.20% Add +38.5% 89,304 $26.5M
Delta Global Management LP 2.18% Reduce -45.3% 88,597 $26.3M
Fiduciary Trust Co 0.35% Add +0.1% 88,136 $26.2M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -21.9% 87,621 $26.0M
PGGM Investments 0.35% Add +0.9% 87,571 $26.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +0.4% 86,623 $25.7M
LVM Capital Management Ltd. 2.76% Add +3.0% 86,344 $25.6M
Citizens Financial Group Inc. 0.50% Reduce -0.5% 86,149 $25.6M
Prudential PLC 0.13% Add +17.1% 85,001 $25.2M
HM Payson & Co. 0.43% Add +3.9% 84,496 $25.1M
New York Life Investment Management LLC 0.24% Reduce -0.8% 82,818 $24.6M
NorthCrest Asset Manangement, LLC 0.73% Reduce -2.4% 82,181 $24.4M
Brookstone Capital Management 0.35% Add +4.7% 81,953 $24.3M
Aware Super Pty Ltd as trustee of Aware Super 0.39% — 81,886 $24.3M
Police & Firemen's Retirement System of New Jersey 0.24% — 81,781 $24.3M
Cobblestone Capital Advisors LLC 1.32% Reduce -2.2% 81,726 $24.3M
Baxter Bros Inc. 3.09% Reduce -0.2% 79,646 $23.6M
State of Alaska, Department of Revenue 0.26% Add +16.2% 79,451 $23.6M
Franklin Street Advisors Inc. 1.57% Reduce -13.4% 79,371 $23.6M
Beacon Pointe Advisors, LLC 0.26% Reduce -6.5% 78,081 $23.2M
MML Investors Services, LLC 0.08% Reduce -4.1% 78,008 $23.2M
Balyasny Asset Management L.P. 0.05% Reduce -31.7% 77,762 $23.1M
Yousif Capital Management, LLC 0.25% Reduce -0.8% 77,422 $23.0M
Ethic Inc. 0.46% Add +11.5% 77,315 $22.9M
O'shaughnessy Asset Management, LLC 0.19% Add +8.5% 77,290 $22.9M
Founders Capital Management, LLC 4.06% Reduce -1.9% 77,269 $22.9M
Abner Herrman & Brock LLC 2.79% Reduce -2.6% 75,601 $22.4M
Mesirow Financial Investment Management, Inc. 0.44% Add +0.1% 75,267 $22.3M
SG Americas Securities, LLC 0.10% Reduce -82.1% 73,387 $21.8M
Hancock Whitney Corp. 0.69% Add +0.9% 73,013 $21.7M
NewEdge Advisors, LLC 0.13% Reduce -1.9% 71,776 $21.3M
Marco Investment Management LLC 1.83% Reduce -3.0% 71,459 $21.2M
Penserra Capital Management LLC 0.39% Add +1.8% 71,396 $21.2M
Steward Partners Investment Advisory, LLC 0.19% Reduce -44.8% 71,367 $21.2M
Nissay Asset Management Corp. /Japan 0.13% Reduce -1.6% 69,693 $21.0M
Galvin, Gaustad & Stein, LLC 1.89% Reduce -0.7% 70,114 $20.8M
Parthenon LLC 2.50% Add +1.1% 69,632 $20.7M
GMO 0.07% Reduce -29.4% 69,456 $20.6M
Wealthfront Advisers LLC 0.06% Add +10.4% 69,201 $20.5M
Assetmark, Inc. 0.06% Add +3.1% 69,073 $20.5M
Moran Wealth Management, LLC 0.65% Add +188.6% 68,841 $20.4M
Vanguard Personalized Indexing Management, LLC 0.31% Add +0.4% 68,839 $20.4M
Allen Mooney & Barnes Investment Advisors LLC 3.44% Reduce -3.1% 68,653 $20.4M
Whittier Trust Co. 0.27% Reduce -0.8% 68,330 $20.3M
Wolverine Trading, LLC 0.45% Add +4489.8% 67,929 $20.2M
Orion Porfolio Solutions, LLC 0.20% Reduce -13.8% 67,517 $20.0M
Orion Portfolio Solutions, LLC 0.20% Reduce -13.8% 67,517 $20.0M
United Services Automobile Association 0.65% No change 66,800 $19.8M
Mutual of America Capital Management LLC 0.21% Reduce -3.6% 66,670 $19.8M
Eagle Global Advisors LLC 0.80% Add +0.1% 66,027 $19.6M
Hamilton Point Investment Advisors, LLC 3.51% Add +0.2% 65,627 $19.5M
Connors Investor Services Inc. 1.82% Reduce -0.9% 65,551 $19.5M
Payden & Rygel 1.66% Reduce -3.7% 64,800 $19.2M
Ofi Invest Asset Management 0.45% — 67,035 $19.2M
Abn Amro Investment Solutions 0.36% Reduce -3.4% 64,618 $19.2M
Shayne & Jacobs, LLC 4.92% Reduce -1.2% 63,332 $18.8M
Peapack Gladstone Financial Corp. 0.27% Reduce -0.3% 63,058 $18.7M
GDS Wealth Management 1.69% Add +3.7% 62,468 $18.5M
Wesleyan Assurance Society 1.42% Reduce -5.4% 62,345 $18.5M
Sprucegrove Investment Management Ltd. 1.32% No change 62,197 $18.5M
GM Advisory Group, LLC 1.01% Reduce -4.2% 61,753 $18.3M
Equitable Trust Co. 1.02% Reduce -2.5% 61,382 $18.2M
Rice Partnership, LLC 3.45% Add +2.1% 61,027 $18.1M
Lido Advisors, LLC 0.11% Reduce -10.5% 61,000 $18.1M
Prana Capital Management, LP 0.84% New 59,552 $17.7M
Panagora Asset Management Inc. 0.08% Add +264.8% 59,097 $17.5M
Generali Asset Management SPA SGR 0.44% — 58,667 $17.4M
Matthew Goff Investment Advisor, LLC 3.22% Reduce -0.6% 58,347 $17.3M
Torray Investment Partners LLC 2.48% Reduce -12.0% 58,287 $17.3M
Perigon Wealth Management, LLC 0.42% Add +1.2% 55,443 $17.3M
HB Wealth Management, LLC 0.18% Add +0.4% 57,774 $17.1M
Prime Capital Investment Advisors, LLC 0.25% Add +5.8% 57,360 $17.0M
Mackenzie Financial Corp. 0.02% Add +1.0% 56,858 $16.9M
Kestra Advisory Services, LLC 0.09% Reduce -28.3% 56,674 $16.8M
B. Metzler seel. Sohn & Co. AG 0.17% Reduce -22.1% 56,599 $16.8M
Laffer Tengler Investments, Inc. 4.05% Add +13.5% 56,411 $16.7M
Silvercrest Asset Management Group LLC 0.11% Reduce -1.7% 56,334 $16.7M
Quantinno Capital Management LP 0.16% Add +54.2% 56,156 $16.7M
Cresset Asset Management, LLC 0.08% Reduce -45.0% 56,061 $16.6M
GHP Investment Advisors, Inc. 0.77% Reduce -2.1% 55,814 $16.6M
Knights of Columbus Asset Advisors LLC 1.09% Reduce -4.7% 55,581 $16.5M
Carret Asset Management, LLC 1.80% Reduce -2.6% 55,241 $16.4M
Tocqueville Asset Management L.P. 0.26% Reduce -0.1% 54,809 $16.3M
Private Advisor Group, LLC 0.09% Reduce -1.7% 54,784 $16.3M
Sienna Gestion 1.09% No change 54,658 $16.2M
Willis Investment Counsel 1.05% Add +2.6% 53,983 $16.0M
DAVENPORT & Co LLC 0.09% Add +0.4% 53,358 $15.8M
Calamos Wealth Management LLC 0.80% Add +0.5% 53,286 $15.8M
Cullinan Associates Inc. 1.01% Reduce -13.2% 53,101 $15.8M
Erste Asset Management GmbH 0.19% Add +90.2% 51,984 $15.7M
Mizuho Securities USA LLC 0.29% Add +44.8% 52,745 $15.7M
Chemistry Wealth Management LLC 3.61% Reduce -0.2% 51,941 $15.4M
Elo Mutual Pension Insurance Co 0.33% Reduce -5.1% 51,902 $15.4M
Diversified Trust Co. 0.38% Reduce -0.8% 51,846 $15.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -7.5% 50,896 $15.2M
New Age Alpha Advisors, LLC 0.61% Add +116177.3% 51,162 $15.2M
Eagle Rock Investment Company, LLC 2.52% Reduce -0.3% 51,115 $15.2M
Griffin Asset Management, Inc. 1.78% Reduce -0.7% 50,926 $15.1M
Sandy Spring Bank 0.61% Reduce -2.3% 50,705 $15.0M
Greystone Financial Group, LLC 2.59% Add +1.4% 50,093 $14.9M
Atria Investments, Inc 0.18% Add +2.2% 50,085 $14.9M
Nippon Life Global Investors Americas, Inc. 0.68% Reduce -11.1% 50,060 $14.9M
Argent Trust Co 0.61% Reduce -1.4% 50,057 $14.9M
Oppenheimer & Co. Inc. 0.22% Add +11.0% 50,009 $14.8M
Perennial Advisors, LLC 3.23% — 49,942 $14.8M
Narwhal Capital Management 1.30% Reduce -2.9% 49,567 $14.7M
Marsico Capital Management LLC 0.40% Add +176.6% 49,394 $14.7M
Anchor Capital Advisors LLC 0.41% Reduce -20.2% 49,017 $14.5M
Stanley Capital Management, LLC 2.82% No change 48,830 $14.5M
Prospera Financial Services Inc 0.34% Add +721.1% 48,586 $14.4M
Dorsey & Whitney Trust CO LLC 0.79% Reduce -5.7% 48,424 $14.4M
Sky Investment Group LLC 2.69% Reduce -1.0% 48,302 $14.3M
Gradient Investments LLC 0.29% Reduce -10.5% 48,266 $14.3M
Florida Trust Wealth Management Co 0.45% Add +3.9% 47,949 $14.2M
Meiji Yasuda Asset Management Co Ltd. 0.54% Add +11.0% 47,862 $14.2M
Oregon Public Employees Retirement Fund 0.26% Reduce -0.7% 47,715 $14.2M
Lone Peak Global Investors LLC 2.93% Reduce -3.6% 47,691 $14.2M
UNIVEST FINANCIAL Corp 0.89% Reduce -3.7% 47,624 $14.1M
Choate Investment Advisors 0.34% Reduce -17.6% 47,604 $14.1M
Fishman Jay A Ltd. 1.32% Reduce -0.2% 47,542 $14.1M
ING Groep NV 0.09% Add +170.3% 47,190 $14.0M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +74.1% 47,000 $13.9M
Klingenstein Fields & Co. LP 0.56% Reduce -3.8% 46,416 $13.8M
2Xideas AG 1.84% Add +39.7% 46,381 $13.8M
Drexel Morgan & Co. 2.81% Reduce -35.3% 45,918 $13.6M
Orange Investment Advisors, Inc. 1.53% Reduce -6.0% 45,623 $13.5M
Fulton Breakefield Broenniman LLC 0.96% Add +1.3% 45,422 $13.5M
Neville Rodie & Shaw Inc. 0.96% Reduce -0.0% 44,570 $13.2M
Gulf International Bank (UK) Ltd 0.33% Reduce -1.1% 44,367 $13.2M
Pacer Advisors, Inc. 0.03% Add +6.0% 44,162 $13.1M
&partners 0.15% Add +36.1% 42,811 $12.9M
Abacus FCF Advisors LLC 1.68% Add +46.3% 43,121 $12.8M
Investment Management Corp of Ontario 0.42% Add +76.2% 43,056 $12.8M
Mirova 2.20% Add +2.3% 42,900 $12.7M
Clearstead Advisors, LLC 0.19% Reduce -8.6% 42,894 $12.7M
NFC Investments, LLC 3.47% Reduce -0.7% 42,325 $12.6M
Waverly Advisors, LLC 0.19% Add +7.4% 42,296 $12.6M
Searle & Co. 3.62% Add +1.6% 42,199 $12.5M
Van Cleef Asset Management,Inc 1.37% Add +0.1% 42,142 $12.5M
CW Advisors, LLC 0.17% Reduce -39.5% 42,095 $12.5M
Atria Wealth Solutions, Inc. 0.14% Add +4.3% 42,063 $12.5M
Bessemer Group Inc. 0.02% Add +2.4% 41,828 $12.4M
Kintegral Advisory, LLC 1.17% Reduce -4.5% 41,798 $12.4M
Brown Brothers Harriman & Co. 0.09% Add +0.3% 41,690 $12.4M
M. Kulyk & Associates, LLC 2.66% Reduce -8.1% 41,465 $12.3M
NatWest Group plc 3.64% Add +0.1% 41,410 $12.3M
Fiera Capital Corp 0.04% Add +18.3% 41,324 $12.3M
Savant Capital, LLC 0.10% Add +0.4% 41,319 $12.3M
Financial Avengers, Inc. 5.77% Reduce -5.9% 41,215 $12.2M
Foyston, Gordon & Payne Inc 3.22% Reduce -1.3% 41,010 $12.2M
WoodTrust Financial Corp 1.71% Reduce -0.8% 41,006 $12.2M
Tower Research Capital LLC (TRC) 0.24% Reduce -14.7% 40,989 $12.2M
Avanza Fonder AB 0.36% — 40,711 $12.1M
Kestra Private Wealth Services, LLC 0.21% Reduce -4.9% 40,671 $12.1M
Radnor Capital Management, LLC 2.01% Reduce -11.9% 40,434 $12.0M
Bradley & Co. Private Wealth Management, LLC 7.49% — 40,431 $12.0M
Buckingham Capital Management, Inc. 1.38% Reduce -4.0% 40,425 $12.0M
Independent Advisor Alliance 0.16% Add +5.2% 40,323 $12.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Reduce -1.4% 40,118 $11.9M
CANADA LIFE ASSURANCE Co 0.02% Reduce -49.2% 40,079 $11.9M
Shelter Mutual Insurance Co 2.95% No change 39,885 $11.8M
Illinois Municipal Retirement Fund 0.17% Reduce -10.1% 39,734 $11.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.38% Reduce -13.3% 39,256 $11.7M
Benjamin Edwards Inc. 0.17% Add +4.0% 39,144 $11.6M
Silicon Valley Capital Partners 1.29% Reduce -3.5% 39,081 $11.6M
Ironwood Investment Counsel, LLC 1.98% Reduce -1.9% 39,002 $11.6M
Sheaff Brock Investment Advisors, LLC 1.01% Reduce -1.2% 38,969 $11.6M
NWF Advisory Services Inc. 1.69% Add +10.0% 38,799 $11.5M
Stansberry Asset Management, LLC 1.60% Reduce -2.7% 38,780 $11.5M
Shelton Capital Management 0.29% Add +26.2% 38,626 $11.5M
Kentucky Retirement Systems 0.34% Reduce -1.4% 38,594 $11.5M
Vontobel Holding Ltd. 0.04% Reduce -1.3% 38,576 $11.4M
Daiichi Life Insurance Co., Ltd. 0.31% Reduce -12.7% 37,946 $11.3M
Walleye Trading LLC 0.22% Reduce -88.5% 37,807 $11.2M
Whittier Trust Co. of Nevada Inc. 0.27% Reduce -0.2% 37,670 $11.2M
Jones Financial Companies LLLP 0.01% Add +47.3% 37,497 $11.1M
Family Capital Trust Co 3.74% Reduce -6.2% 37,178 $11.0M
Empowered Funds, LLC 0.16% Add +157.3% 36,765 $10.9M
CX Institutional 0.43% Reduce -8.9% 36,307 $10.8M
Norman Fields, Gottscho Capital Management, LLC 3.52% No change 36,093 $10.7M
Jacobs & Co. 1.08% Reduce -6.3% 35,899 $10.7M
Norinchukin Bank, The 0.22% Add +4.1% 35,345 $10.5M
BI Asset Management Fondsmaeglerselskab A/S 0.11% New 35,312 $10.5M
Unison Asset Management LLC 5.07% Add +2.5% 34,859 $10.3M
Seizert Capital Partners, LLC 0.47% Reduce -0.3% 34,793 $10.3M
Martin Investment Management, LLC 2.83% Reduce -15.6% 34,702 $10.3M
Thompson Siegel & Walmsley LLC 0.16% Reduce -0.4% 34,655 $10.3M
Meyer Handelman Co. 0.35% Reduce -0.0% 34,501 $10.2M
Hartford Investment Management Co. 0.33% Reduce -2.6% 34,422 $10.2M
Boston Common Asset Management, LLC 0.30% Reduce -8.9% 34,418 $10.2M
Headinvest, LLC 1.93% Reduce -4.0% 34,416 $10.2M
Family Manage LLC 1.65% Add +54.8% 34,331 $10.2M
Rodgers Brothers Inc. 1.32% No change 34,207 $10.2M
SP Asset Management LLC 0.84% Reduce -2.3% 33,852 $10.0M
Winslow Asset Management Inc. 1.99% Reduce -3.9% 33,705 $10.0M
Woodline Partners LP 0.07% New 33,421 $9.9M
D.A. Davidson & Co. 0.08% Add +1.4% 33,311 $9.9M
Lorne Steinberg Wealth Management Inc. 2.86% Reduce -0.1% 33,250 $9.9M
Banyan Capital Management, Inc. 5.91% Reduce -5.1% 33,170 $9.8M
Wilmington Savings Fund Society, FSB 0.18% Add +4.8% 32,939 $9.8M
HighPoint Advisor Group LLC 0.53% Add +3.8% 31,413 $9.7M
Exchange Traded Concepts, LLC 0.20% Reduce -55.2% 32,638 $9.7M
Stokes Capital Advisors, LLC 2.50% Reduce -1.7% 32,590 $9.7M
DCM Advisors, LLC 4.53% Add +7.5% 32,604 $9.7M
Stratos Investment Management, LLC 0.58% Reduce -6.7% 32,388 $9.6M
KMG Fiduciary Partners, LLC 0.79% Reduce -1.9% 32,127 $9.5M
LB Partners LLC 7.12% No change 32,000 $9.5M
Westend Capital Management, LLC 2.82% Add +0.8% 31,990 $9.5M
NEOS Investment Management LLC 0.22% Add +30.5% 31,954 $9.5M
Letson Investment Management, Inc. 3.82% No change 31,847 $9.5M
Cornerstone Advisors, LLC 0.38% No change 31,800 $9.4M
NJ State Employees Deferred Compensation Plan 1.14% No change 31,600 $9.4M
Composition Wealth, LLC 0.19% New 31,550 $9.4M
Legacy Trust 2.17% Reduce -0.2% 31,475 $9.3M
Wellington Shields Capital Management, LLC 1.65% Add +470.7% 179,359 $9.3M
1ST Source Bank 0.53% Reduce -1.8% 31,354 $9.3M
Highland Capital Management, LLC 0.53% Reduce -17.3% 30,967 $9.2M
Bensler, LLC 1.08% Add +3.4% 30,585 $9.1M
Stratos Wealth Partners, LTD. 0.13% Add +1.9% 30,438 $9.0M
Maryland State Retirement & Pension System 0.19% Reduce -6.6% 30,203 $9.0M
Ceera Investments, LLC 3.06% Reduce -2.1% 30,076 $8.9M
St Germain D J Co. Inc. 0.40% Reduce -6.0% 30,004 $8.9M
Capitolis Liquid Global Markets LLC 0.09% New 30,000 $8.9M
Contravisory Investment Management, Inc. 1.90% Reduce -0.2% 29,960 $8.9M
Pavion Blue Capital, LLC 4.17% Reduce -0.8% 29,947 $8.9M
Securian Asset Management, Inc. 0.26% Reduce -3.7% 29,910 $8.9M
Louisiana State Employees Retirement System 0.17% Reduce -5.4% 29,900 $8.9M
CENTRAL TRUST Co 0.22% Add +0.5% 29,892 $8.9M
Metis Global Partners, LLC 0.27% Add +5.5% 29,888 $8.9M
Advisory Services Network, LLC 0.17% Add +16.8% 29,872 $8.9M
Cwm, LLC 0.04% Add +29.7% 29,799 $8.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.90% — 29,500 $8.8M
Amica Mutual Insurance Co. 0.89% No change 29,343 $8.7M
Bouvel Investment Partners, LLC 3.14% Add +1.4% 29,323 $8.7M
Guardian Partners Inc. 0.89% — 28,719 $8.7M
Atlantic Union Bankshares Corp 0.50% Reduce -1.4% 29,098 $8.6M
Birch Financial Group, LLC 9.70% — 29,033 $8.6M
Lombard Odier Asset Management (Europe) Ltd 0.58% No change 28,988 $8.6M
Dnca Finance 0.68% New 28,724 $8.5M
Redwood Grove Capital, LLC 2.63% Reduce -54.3% 28,672 $8.5M
Mfa Wealth Advisors, LLC 2.16% Add +15.9% 28,473 $8.5M
Northwest & Ethical Investments L.P. 0.23% Reduce -33.5% 28,415 $8.4M
Avitas Wealth Management LLC 1.16% Add +0.7% 28,283 $8.4M
Boyd Watterson Asset Management LLC 2.35% Reduce -0.6% 28,188 $8.4M
Artemis Investment Management LLP 0.12% Add +29.7% 28,155 $8.4M
Rwa Wealth Partners, LLC 0.10% Add +3.0% 27,854 $8.3M
JTC Employer Solutions Trustee Ltd 0.58% No change 27,500 $8.2M
Guggenheim Capital LLC 0.07% Reduce -8.3% 27,555 $8.2M
Triglav Investments, D.O.O. 0.64% — 27,500 $8.2M
Bearing Point Capital, LLC 1.69% — 27,223 $8.1M
Meitav Investment House Ltd. 0.14% Add +70.4% 27,136 $8.1M
Coastline Trust Co 0.94% Reduce -0.6% 26,919 $8.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.98% Reduce -2.0% 26,849 $8.0M
New Mexico Educational Retirement Board 0.27% Reduce -3.6% 26,763 $7.9M
Townsquare Capital LLC 0.09% Reduce -34.0% 26,730 $7.9M
Heritage Trust Co 0.93% — 26,663 $7.9M
Ieq Capital, LLC 0.08% Reduce -16.4% 26,654 $7.9M
EP Wealth Advisors, LLC 0.06% Add +24.6% 26,641 $7.9M
Assenagon Asset Management S.A. 0.01% Reduce -2.4% 26,370 $7.8M
Avantax Advisory Services, Inc. 0.05% Add +6.3% 26,315 $7.8M
Asset Dedication, LLC 0.61% Reduce -16.1% 26,306 $7.8M
L & S Advisors Inc 0.95% Reduce -7.7% 26,160 $7.8M
NewEdge Wealth, LLC 0.13% Add +6.0% 26,102 $7.7M
Reliant Investment Management, LLC 3.42% Add +1.7% 26,084 $7.7M
Scotia Capital Inc. 0.04% Add +13.7% 25,983 $7.7M
E. Ohman J:or Asset Management AB 0.18% Add +11.0% 25,970 $7.7M
L1 Capital International Pty Ltd 2.37% Reduce -16.9% 25,952 $7.7M
Riggs Asset Managment Co. Inc. 2.06% Add +1.5% 25,904 $7.7M
Chatham Capital Group, Inc. 1.26% Add +1.9% 25,867 $7.7M
Foster Group, Inc. 0.29% Reduce -0.1% 25,841 $7.7M
Oddo BHF Asset Management Sas 0.39% Add +22.4% 25,728 $7.6M
AMG National Trust Bank 0.21% Add +0.2% 25,663 $7.6M
Sequoia Financial Advisors, LLC 0.07% Add +18.2% 25,485 $7.6M
OMERS ADMINISTRATION Corp 0.07% Add +20.5% 25,463 $7.6M
Arcadia Investment Management Corp. 1.20% Reduce -1.8% 25,365 $7.5M
Park Avenue Securities LLC 0.08% Add +54.0% 25,266 $7.5M
AustralianSuper Pty Ltd 0.04% Reduce -39.0% 25,266 $7.5M
Cary Street Partners Financial LLC 0.24% — 25,117 $7.4M
Mgo One Seven LLC 0.29% Add +98.1% 25,046 $7.4M
Long Corridor Asset Management Ltd 6.46% No change 25,000 $7.4M
First Interstate Bank 0.45% Reduce -2.6% 24,962 $7.4M
Bokf, NA 0.12% Add +0.6% 25,179 $7.4M
Adalta Capital Management LLC 3.84% Reduce -3.2% 24,785 $7.4M
Milestone Asset Management, LLC 1.62% Add +14.4% 24,642 $7.3M
Roundview Capital LLC 0.51% Add +0.4% 24,626 $7.3M
Mirabaud Asset Management Ltd 3.38% Reduce -17.6% 24,456 $7.3M
Hendershot Investments Inc. 0.99% Reduce -0.0% 24,365 $7.2M
Venture Visionary Partners LLC 0.30% Reduce -1.0% 23,998 $7.1M
Warther Private Wealth, LLC 2.40% Reduce -4.0% 23,748 $7.0M
Shell Asset Management Co. 0.31% Add +23.3% 23,715 $7.0M
Synovus Financial Corp. 0.09% Add +0.1% 23,521 $7.0M
Pinnacle Wealth Management Advisory Group, LLC 0.65% Reduce -0.8% 23,524 $7.0M
Community Financial Services Group, LLC 1.38% Reduce -0.2% 23,457 $7.0M
Wisconsin Capital Management LLC 3.82% Reduce -1.4% 23,427 $7.0M
Choreo, LLC 0.10% Add +29.2% 23,305 $6.9M
Silvant Capital Management LLC 0.29% Reduce -0.4% 23,279 $6.9M
Freestone Capital Holdings, LLC 0.24% Reduce -0.0% 23,257 $6.9M
Trust Co. of Vermont 0.33% Reduce -1.2% 23,169 $6.9M
Longbow Finance SA 0.75% Add +5.0% 23,144 $6.9M
Bretton Capital Management, LLC 6.60% No change 23,100 $6.9M
Wedbush Securities Inc. 0.24% Reduce -7.2% 23,003 $6.8M
RBF Capital, LLC 0.36% No change 23,000 $6.8M
Montag A & Associates Inc. 0.32% Add +1.6% 22,946 $6.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.71% Reduce -11.3% 22,919 $6.8M
Sandhill Capital Partners LLC 0.53% Reduce -1.4% 22,846 $6.8M
Kingsview Wealth Management, LLC 0.13% Add +2.5% 22,812 $6.8M
CHICAGO TRUST Co NA 1.25% Reduce -1.5% 22,788 $6.8M
Grassi Investment Management 0.57% No change 22,460 $6.7M
Bremer Bank National Association 1.32% Add +0.7% 22,452 $6.7M
Hutner Capital Management Inc. 3.20% Reduce -1.4% 22,352 $6.6M
Plato Investment Management Ltd 0.49% Reduce -5.4% 22,174 $6.6M
Condor Capital Management 0.58% Reduce -1.7% 21,986 $6.5M
AlpenGlobal Capital LLC 4.23% — 21,913 $6.5M
UMB Bank, n.a. 0.10% Reduce -1.2% 21,858 $6.5M
Commerzbank Aktiengesellschaft 0.16% Add +16.0% 21,834 $6.5M
Naples Global Advisors, LLC 0.61% Reduce -1.2% 21,819 $6.5M
Greenleaf Trust 0.06% Add +1.4% 21,746 $6.5M
Laird Norton Wetherby Wealth Management, LLC 0.31% Reduce -7.3% 21,689 $6.4M
Fiduciary Group, LLC 0.64% Reduce -0.3% 21,400 $6.4M
Chapman Investment Management, LLC 4.72% Add +0.0% 21,389 $6.3M
Kathleen S. Wright Associates Inc. 2.59% No change 20,427 $6.2M
Chemung Canal Trust Co. 1.30% Reduce -7.0% 20,961 $6.2M
CenterBook Partners LP 0.37% Add +41.4% 20,895 $6.2M
Fort Sheridan Advisors LLC 0.90% Reduce -1.4% 20,857 $6.2M
Trinity Legacy Partners, LLC 1.59% Add +2.4% 20,827 $6.2M
Northstar Group, Inc. 1.07% No change 20,755 $6.2M
OneDigital Investment Advisors LLC 0.07% Reduce -16.6% 20,740 $6.2M
Salvus Wealth Management, LLC 3.91% Reduce -0.8% 20,662 $6.1M
Banque Pictet & Cie SA 0.06% New 20,538 $6.1M
Concurrent Investment Advisors, LLC 0.17% Add +83.2% 20,526 $6.1M
Bell Asset Management Ltd 1.11% Reduce -13.9% 20,502 $6.1M
Stephens Inc. 0.09% Reduce -0.6% 20,465 $6.1M
Eventide Asset Management, LLC 0.11% New 20,446 $6.1M
Twin Tree Management, LP 0.15% Reduce -88.1% 20,458 $6.1M
Patton Fund Management, Inc. 1.18% New 20,370 $6.0M
Empirical Finance, LLC 0.35% Reduce -1.5% 20,145 $6.0M
Generali Powszechne Towarzystwo Emerytalne 2.00% No change 20,118 $6.0M
TKG Advisors, LLC 2.73% Add +3.1% 18,454 $5.9M
DJE Kapital AG 0.14% — 20,000 $5.9M
LaFleur & Godfrey LLC 0.81% Add +0.2% 19,914 $5.9M
Caprock Group, LLC 0.19% New 19,906 $5.9M
Verition Fund Management LLC 0.03% Add +325.2% 19,895 $5.9M
CSM Advisors, LLC 0.28% Add +2.4% 19,825 $5.9M
Karani Asset Management LLC 5.47% — 19,748 $5.9M
Praxis Investment Management Inc. 0.38% Add +7.9% 19,704 $5.8M
Modera Wealth Management, LLC 0.07% Add +1.1% 19,533 $5.8M
Snowden Capital Advisors LLC 0.18% Add +0.3% 19,512 $5.8M
Capital International, Inc. 0.07% Add +37.1% 19,503 $5.8M
LGT Group Foundation 0.09% Add +3.0% 19,353 $5.7M
JLB & Associates Inc. 0.77% Reduce -4.0% 19,123 $5.7M
Ballentine Partners, LLC 0.10% Reduce -2.7% 19,091 $5.7M
F/m Investments LLC 0.21% Add +8.3% 19,045 $5.7M
Bfsg, LLC 0.66% Reduce -4.2% 19,029 $5.6M
Game Plan Financial Advisors, LLC 2.99% Add +17.5% 18,982 $5.6M
NBT Bank, N.A. 0.39% Reduce -2.1% 18,972 $5.6M
Sumitomo Life Insurance Co. 0.11% Reduce -1.5% 18,921 $5.6M
First Hawaiian Bank 0.18% Reduce -8.7% 18,905 $5.6M
Hi-Line Capital Management, LLC 2.45% Reduce -12.2% 18,887 $5.6M
Welch Group, LLC 0.25% Add +1.8% 18,823 $5.6M
Insight Wealth Strategies, LLC 0.75% Reduce -4.5% 18,759 $5.6M
Oppenheimer Asset Management Inc. 0.07% Reduce -12.2% 18,717 $5.6M
Walleye Capital LLC 0.06% Reduce -91.2% 18,662 $5.5M
Jag Capital Management, LLC 0.77% Add +1.6% 18,482 $5.5M
Courier Capital LLC 0.38% Reduce -0.1% 18,468 $5.5M
Caldwell Trust Co 0.57% Add +6.6% 18,456 $5.5M
Equitable Holdings, Inc. 0.05% Add +1.5% 18,378 $5.5M
Verdence Capital Advisors LLC 0.44% Add +1.3% 18,362 $5.4M
Morton Community Bank 1.44% Reduce -0.2% 18,355 $5.4M
Mount Vernon Associates Inc. 4.25% Reduce -0.1% 18,317 $5.4M
NewSquare Capital LLC 0.43% New 18,282 $5.4M
Selway Asset Management 2.13% Add +0.6% 18,272 $5.4M
Integrated Wealth Concepts LLC 0.06% Add +2.1% 18,268 $5.4M
Teamwork Financial Advisors, LLC 0.70% Add +2.7% 18,213 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.40% Add +4.4% 18,204 $5.4M
Haverford Trust Co 0.05% Add +3.3% 18,119 $5.4M
Peregrine Asset Advisers, Inc. 1.98% New 18,089 $5.4M
Pacifica Capital Investments, LLC 1.72% No change 18,020 $5.3M
Merit Financial Group, LLC 0.10% Add +27.4% 17,997 $5.3M
Callahan Advisors, LLC 0.50% No change 17,825 $5.3M
Central Pacific Bank - Trust Division 0.72% Reduce -8.2% 17,825 $5.3M
Northwestern Mutual Investment Management Company, LLC 0.12% Reduce -0.7% 17,670 $5.2M
Elgethun Capital Management 1.27% Reduce -5.5% 17,614 $5.2M
Glenview Trust Co 0.10% Reduce -4.5% 17,305 $5.1M
BDF-Gestion 0.53% Reduce -11.5% 17,271 $5.1M
Park National Corp. 0.19% Reduce -1.0% 17,267 $5.1M
Cullen Capital Management, LLC 0.06% Reduce -11.4% 17,168 $5.1M
Catalyst Capital Advisors LLC 0.11% Add +13.7% 17,163 $5.1M
Leonteq Securities AG 0.50% Add +10.6% 17,127 $5.1M
Ghe, LLC 2.00% Add +2.7% 17,021 $5.1M
Oliver Luxxe Assets LLC 0.91% No change 18,584 $5.0M
Resonant Capital Advisors, LLC 0.37% Reduce -0.8% 16,965 $5.0M
Pring Turner Capital Group Inc. 3.37% No change 16,941 $5.0M
Bill Few Associates, Inc. 1.77% Reduce -1.5% 16,936 $5.0M
Allstate Corp. 0.15% New 16,925 $5.0M
NorthRock Partners, LLC 0.16% Reduce -5.1% 16,793 $5.0M
Mathes Company, Inc. 1.83% Reduce -4.1% 16,770 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -9.0% 16,680 $5.0M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +4.1% 16,654 $4.9M
Nemes Rush Group LLC 0.60% Reduce -0.7% 16,412 $4.9M
WP Advisors, LLC 1.62% Add +0.2% 16,403 $4.9M
Arjuna Capital 1.29% Reduce -2.9% 16,391 $4.9M
CoreCap Advisors, LLC 0.22% Reduce -11.7% 16,368 $4.9M
Gladstone Institutional Advisory LLC 0.23% Add +45.4% 16,364 $4.9M
Dakota Wealth Management 0.11% Reduce -8.4% 16,355 $4.9M
Gilman Hill Asset Management, LLC 0.84% Reduce -25.3% 16,274 $4.8M
Lee Johnson Capital Management, LLC 2.53% Add +2.0% 16,132 $4.8M
Apollon Wealth Management, LLC 0.11% Add +24.5% 16,064 $4.8M
Stone Summit Wealth LLC 1.60% Reduce -5.3% 16,064 $4.8M
Impact Asset Management GmbH 1.88% Reduce -21.9% 16,040 $4.8M
Brave Asset Management Inc. 1.51% No change 16,009 $4.8M
Birmingham Capital Management Co. Inc. 1.76% Reduce -16.1% 16,005 $4.8M
MUFG Securities EMEA plc 0.09% New 16,000 $4.7M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -3.7% 15,937 $4.7M
Foundations Investment Advisors, LLC 0.09% Add +3.0% 15,912 $4.7M
Vise Technologies, Inc. 0.39% Add +41.6% 15,880 $4.7M
Wright Investors Service Inc. 1.52% Reduce -13.0% 15,823 $4.7M
Valeo Financial Advisors, LLC 0.13% Add +0.4% 15,810 $4.7M
Dynamic Advisor Solutions LLC 0.20% Reduce -5.8% 15,623 $4.6M
Principal Securities, Inc. 0.10% Add +12.7% 15,524 $4.6M
Kerusso Capital Management LLC 2.94% Add +0.2% 15,516 $4.6M
Kanawha Capital Management LLC 0.36% Add +3.9% 15,471 $4.6M
Moody LYNN Lieberson & Walker, LLC 0.28% Reduce -3.7% 15,357 $4.6M
Lincoln Capital LLC 0.96% Reduce -0.0% 15,347 $4.6M
Conscious Wealth Investments, LLC 3.08% Reduce -1.5% 14,548 $4.5M
Hartline Investment Corp./ 0.52% Add +8.4% 15,271 $4.5M
Horizon Investment Services, LLC 1.92% Add +4.5% 15,211 $4.5M
Strata Wealth Advisors, LLC 1.41% Add +0.3% 15,178 $4.5M
Van Eck Associates Corp. 0.01% Reduce -68.2% 15,100 $4.5M
Nvwm, LLC 1.13% Reduce -16.1% 15,058 $4.5M
Empire Financial Management Company, LLC 1.39% Reduce -3.2% 15,053 $4.5M
L2 Asset Management, LLC 0.97% Reduce -1.1% 15,018 $4.5M
Benedict Financial Advisors Inc. 1.08% Add +2.4% 15,008 $4.5M
Jennison Associates LLC 0.00% Reduce -22.8% 14,988 $4.4M
Squarepoint Ops LLC 0.01% Reduce -82.8% 14,951 $4.4M
Coldstream Capital Management Inc. 0.09% Add +2.6% 14,939 $4.4M
BNC Wealth Management, LLC 1.46% Add +5.1% 14,904 $4.4M
Wynn Capital, LLC 2.79% Reduce -0.8% 14,890 $4.4M
Aviance Capital Partners, LLC 0.61% Add +2.0% 14,880 $4.4M
Gardner Russo & Quinn 0.05% Reduce -3.4% 14,816 $4.4M
Beese Fulmer Investment Management, Inc. 0.37% Reduce -2.7% 14,806 $4.4M
Pettee Investors, Inc. 2.22% No change 14,706 $4.4M
Independent Financial Group, LLC 0.14% Add +19.3% 14,642 $4.3M
Concourse Financial Group Securities, Inc. 0.25% Add +0.1% 13,434 $4.3M
Bell & Brown Wealth Advisors, LLC 1.61% Reduce -0.8% 14,586 $4.3M
William Allan Corp 2.65% Reduce -0.3% 14,524 $4.3M
Gotham Asset Management 0.04% Add +2.3% 14,521 $4.3M
Taurus Asset Management, LLC 0.42% No change 14,498 $4.3M
Ossiam 0.07% Reduce -23.6% 14,426 $4.3M
Signaturefd, LLC 0.08% Add +0.7% 14,402 $4.3M
Goelzer Investment Management, Inc. 0.25% Reduce -3.7% 14,351 $4.3M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -15.4% 14,302 $4.2M
TCTC Holdings, LLC 0.15% Reduce -1.1% 14,282 $4.2M
West Oak Capital, LLC 2.24% Reduce -0.1% 14,267 $4.2M
Buckhead Capital Management LLC 1.35% Reduce -0.7% 14,232 $4.2M
OPTIMAS CAPITAL Ltd 5.68% Reduce -25.6% 14,200 $4.2M
Avior Wealth Management, LLC 0.15% Reduce -16.6% 14,123 $4.2M
Compass Wealth Management LLC 1.01% No change 14,085 $4.2M
AssuredPartners Investment Advisors, LLC 0.81% — 14,058 $4.2M
Trajan Wealth LLC 0.23% Add +11.2% 14,032 $4.2M
Evercore Wealth Management, LLC 0.06% Add +2.5% 14,031 $4.2M
Brendel Financial Advisors LLC 2.52% No change 14,021 $4.2M
Schechter Investment Advisors, LLC 0.32% Reduce -3.2% 14,019 $4.2M
CFC Planning Co LLC 4.40% — 13,828 $4.1M
TD Private Client Wealth LLC 0.11% Add +0.2% 13,823 $4.1M
Richard Bernstein Advisors LLC 0.09% Reduce -22.6% 13,802 $4.1M
SouthState Bank Corp 0.27% Reduce -4.0% 13,708 $4.1M
Acadian Asset Management LLC 0.01% Reduce -49.6% 13,715 $4.1M
Lodestone Wealth Management LLC 2.04% Reduce -2.1% 13,684 $4.1M
Townsend & Associates, Inc 0.41% Reduce -5.2% 12,724 $4.0M
Arete Wealth Advisors, LLC 0.29% Add +14.1% 13,699 $4.0M
Meeder Advisory Services, Inc. 0.25% Add +0.4% 13,547 $4.0M
Jacobi Capital Management LLC 0.30% Add +0.3% 13,544 $4.0M
AE Wealth Management LLC 0.03% Add +2.5% 13,493 $4.0M
Fiduciary Alliance LLC 0.40% Add +20.7% 13,438 $4.0M
Callan Family Office, LLC 0.25% New 13,414 $4.0M
Grandfield & Dodd, LLC 0.24% Reduce -0.7% 13,390 $4.0M
Chicago Capital, LLC 0.11% Add +4.0% 13,368 $4.0M
Sagespring Wealth Partners, LLC 0.10% — 13,360 $4.0M
Teachers Insurance & Annuity Association of America 5.24% Reduce -1.3% 13,355 $4.0M
J.W. Cole Advisors, Inc. 0.16% Add +3.9% 13,230 $3.9M
Smith Salley Wealth Management 0.25% No change 13,171 $3.9M
Greenfield Savings Bank 1.87% Reduce -0.4% 13,118 $3.9M
Linden Thomas Advisory Services, LLC 0.49% Add +19.4% 13,081 $3.9M
Profund Advisors LLC 0.14% Add +0.7% 12,945 $3.8M
BLB&B Advisors, LLC 0.20% Reduce -7.2% 12,896 $3.8M
Hilltop Holdings Inc. 0.24% Reduce -7.8% 12,825 $3.8M
CreativeOne Wealth, LLC 0.12% Add +6.9% 12,816 $3.8M
Global Retirement Partners, LLC 0.11% Add +8.8% 12,794 $3.8M
Quadrant Capital Group LLC 0.26% Add +0.1% 12,778 $3.8M
Parallel Advisors, LLC 0.09% Add +7.1% 12,773 $3.8M
Infusive Asset Management Inc. 1.69% New 12,761 $3.8M
Columbia Asset Management 0.72% Reduce -10.3% 12,697 $3.8M
Ibex Wealth Advisors 0.44% Reduce -81.7% 12,664 $3.8M
Kenora Financial, LLC 1.49% Reduce -0.2% 12,632 $3.7M
SVB Wealth LLC 0.07% New 12,631 $3.7M
Rehmann Capital Advisory Group 0.24% Add +1.6% 12,578 $3.7M
Mirae Asset Securities (usa) Inc. 0.17% New 12,535 $3.7M
Hamilton Capital Partners Inc. 0.28% Add +23.7% 12,469 $3.7M
Tower Bridge Advisors 0.40% Reduce -8.6% 12,452 $3.7M
Constitution Capital LLC 2.06% Add +19.8% 12,400 $3.7M
Banque Transatlantique SA 0.09% — 12,283 $3.7M
Midwest Professional Planners, LTD. 1.09% Add +6.4% 12,267 $3.6M
Bleakley Financial Group, LLC 0.11% Reduce -1.4% 12,241 $3.6M
Fifth Third Wealth Advisors LLC 0.20% Add +4.3% 12,207 $3.6M
Canandaigua National Bank & Trust Co. 0.36% Reduce -12.0% 12,194 $3.6M
Frank, Rimerman Advisors LLC 0.26% Add +0.8% 12,174 $3.6M
Herbst Group, LLC 2.25% Reduce -13.6% 12,136 $3.6M
Ostrum Asset Management 0.31% Reduce -2.8% 12,075 $3.6M
Insight Inv LLC 2.48% Add +0.3% 12,017 $3.6M
Independent Investors Inc. 0.70% No change 12,000 $3.6M
Two Sigma Investments, LP 0.01% Reduce -0.1% 12,000 $3.6M
Harbor Capital Advisors, Inc. 0.15% Add +2.2% 11,963 $3.5M
Webster Bank, N. A. 0.38% Reduce -6.5% 11,956 $3.5M
New England Asset Management Inc. 0.63% Reduce -17.6% 11,880 $3.5M
Cullen Investment Group, LTD. 0.52% Reduce -4.8% 11,841 $3.5M
Sargent Investment Group, LLC 0.57% Add +19.3% 11,755 $3.5M
Godshalk Welsh Capital Management, Inc. 2.25% Reduce -1.7% 11,763 $3.5M
Sound View Wealth Advisors Group, LLC 0.28% Reduce -25.7% 11,742 $3.5M
Global Wealth Management Investment Advisory, Inc. 0.72% Add +5.1% 11,730 $3.5M
Trust Co. of Toledo NA 0.46% No change 11,696 $3.5M
Strategic Planning Group, LLC 0.64% Add +2.6% 11,659 $3.5M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -0.2% 11,651 $3.5M
KCM Investment Advisors LLC 0.12% Reduce -2.0% 11,638 $3.5M
Ahl Investment Management, Inc. 2.42% Reduce -5.4% 11,636 $3.5M
Harvest Fund Management Co., Ltd 0.16% Add +140.8% 11,616 $3.4M
Lindsell Train Ltd 0.09% No change 11,600 $3.4M
Investment Advisory Services Inc. /TX 1.21% Add +0.7% 11,576 $3.4M
Bull Street Advisors, LLC 1.65% No change 11,550 $3.4M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -0.8% 11,548 $3.4M
Aristotle Capital Management, LLC 0.01% No change 11,530 $3.4M
Azimuth Capital Investment Management LLC 0.13% Reduce -2.0% 11,470 $3.4M
Boston Family Office LLC 0.23% Reduce -0.3% 11,400 $3.4M
Personal Cfo Solutions, LLC 0.66% Add +4.8% 11,355 $3.4M
Sawyer & Company, Inc 1.24% Reduce -9.3% 11,292 $3.4M
Private Wealth Partners, LLC 0.26% No change 11,283 $3.3M
Wealthspire Advisors, LLC 0.03% Add +13.9% 11,275 $3.3M
Peoples Financial Services Corp. 1.55% Reduce -3.9% 11,274 $3.3M
Wedmont Private Capital 0.18% Add +11.1% 11,402 $3.3M
G&S Capital LLC 1.38% Add +0.6% 11,247 $3.3M
Fruth Investment Management 0.92% Reduce -1.1% 11,230 $3.3M
QV Investors Inc. 0.34% Reduce -1.8% 11,220 $3.3M
RFG Advisory, LLC 0.09% Add +14.2% 11,194 $3.3M
Venturi Wealth Management, LLC 0.16% Add +70.7% 11,175 $3.3M
Smithfield Trust Co 0.16% Reduce -0.1% 11,122 $3.3M
iA Global Asset Management Inc. 0.06% Reduce -37.0% 11,015 $3.3M
Gifford Fong Associates 0.80% No change 11,000 $3.3M
Deane Retirement Strategies, Inc. 1.64% Add +1.8% 10,983 $3.3M
Diversify Wealth Management, LLC 0.25% Add +0.1% 11,073 $3.2M
Impax Asset Management Group plc 0.01% Reduce -3.6% 10,941 $3.2M
RFG - Bristol Wealth Advisors, LLC 1.06% — 10,913 $3.2M
Summit Financial, LLC 0.11% Add +109.8% 10,907 $3.2M
Eads & Heald Wealth Management 1.59% Reduce -5.8% 10,890 $3.2M
Moody National Bank Trust Division 0.34% Reduce -5.8% 10,880 $3.2M
Rathbones Group PLC 0.02% Reduce -11.3% 10,753 $3.2M
Intrinsic Value Partners, LLC 3.20% Reduce -3.5% 10,719 $3.2M
Vident Advisory, LLC 0.06% Add +7.5% 10,702 $3.2M
Peak Financial Advisors LLC 1.65% Reduce -1.3% 10,696 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -2.4% 10,666 $3.2M
Sigma Planning Corp 0.10% Reduce -6.0% 10,651 $3.2M
Penn Davis McFarland Inc. 0.34% Reduce -2.3% 10,602 $3.1M
Connable Office Inc. 0.33% Reduce -16.0% 10,594 $3.1M
First Horizon Advisors, Inc. 0.09% Reduce -0.7% 10,579 $3.1M
Valueworks LLC 1.05% Reduce -7.5% 10,577 $3.1M
Texas Bank & Trust Co 1.29% — 10,553 $3.1M
Vestcor Inc 0.10% Reduce -5.9% 10,550 $3.1M
Icon Wealth Advisors, LLC 0.26% No change 10,546 $3.1M
Great Lakes Retirement, Inc. 0.40% Reduce -1.0% 10,522 $3.1M
Ceeto Capital Group, LLC 1.14% Reduce -18.0% 10,440 $3.1M
St. Johns Investment Management Company, LLC 1.44% Reduce -0.9% 10,424 $3.1M
GFG Capital, LLC 0.85% Add +0.5% 10,407 $3.1M
Journey Strategic Wealth LLC 0.11% Add +56.6% 10,349 $3.1M
Northstar Advisory Group, LLC 1.56% Add +1.4% 10,332 $3.1M
Bailard, Inc. 0.08% Add +0.2% 10,312 $3.1M
ProVise Management Group, LLC 0.26% Reduce -25.9% 10,267 $3.0M
Sciencast Management LP 0.83% New 10,252 $3.0M
SOL Capital Management CO 0.34% Reduce -15.3% 10,210 $3.0M
Insigneo Advisory Services, LLC 0.31% Reduce -14.8% 10,165 $3.0M
Empower Advisory Group, LLC 0.01% Add +1.0% 10,121 $3.0M
Cunning Capital Partners, LP 1.79% No change 10,070 $3.0M
Buttonwood Financial Advisors Inc. 1.31% Reduce -3.5% 10,014 $3.0M
Strategic Wealth Partners, Ltd. 0.25% Reduce -11.9% 9,658 $3.0M
Penobscot Investment Management Company, Inc. 0.27% Add +2.5% 10,005 $3.0M
Sterling Capital Management LLC 0.04% Add +0.1% 9,991 $3.0M
Hartford Funds Management Co LLC 0.27% Add +6.0% 9,978 $3.0M
Galilei Investment Office LLP 1.49% — 9,974 $3.0M
Kentucky Retirement Systems Insurance Trust Fund 0.51% Add +96.2% 32,626 $3.0M
Union Heritage Capital, LLC 1.09% No change 9,968 $3.0M
EFG Asset Management (North America) Corp. 0.40% Add +8.7% 9,950 $3.0M
Wolff Wiese Magana LLC 1.95% Add +2.8% 9,929 $2.9M
FOCUS Wealth Advisors, LLC 1.56% Reduce -2.7% 9,886 $2.9M
Vinva Investment Management Ltd 0.11% Reduce -20.4% 9,836 $2.9M
Joel Isaacson & Co., LLC 0.13% No change 9,843 $2.9M
Ashton Thomas Private Wealth, LLC 0.11% Add +23.1% 9,823 $2.9M
Doheny Asset Management 2.17% No change 9,820 $2.9M
Knuff & Co LLC 0.89% Add +1.7% 9,817 $2.9M
Inlet Private Wealth, LLC 0.77% Add +0.5% 9,795 $2.9M
Xcel Wealth Management, LLC 0.81% No change 9,793 $2.9M
Hodges Capital Management Inc. 0.17% Reduce -27.2% 9,761 $2.9M
Moors & Cabot, Inc. 0.14% Add +4.4% 9,696 $2.9M
NTV Asset Management LLC 0.38% Reduce -3.4% 9,679 $2.9M
SBI Securities Co., Ltd. 0.09% — 9,668 $2.9M
Horizon Investments, LLC 0.08% Add +2.0% 9,687 $2.9M
HBK Sorce Advisory LLC 0.09% Add +3.3% 9,658 $2.9M
Mission Wealth Management, LP 0.07% Reduce -6.2% 9,656 $2.9M
Mitchell McLeod Pugh & Williams Inc. 0.60% Reduce -16.7% 9,652 $2.9M
Evoke Wealth, LLC 0.08% Add +0.5% 9,619 $2.9M
Financial Security Advisor, Inc. 0.72% Reduce -0.9% 9,563 $2.8M
Marble Harbor Investment Counsel, LLC 0.31% Reduce -0.3% 9,561 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +22.2% 9,543 $2.8M
Sawgrass Asset Management LLC 0.31% Reduce -7.2% 9,495 $2.8M
Parkshore Wealth Management, Inc. 1.69% — 9,479 $2.8M
TAGStone Capital, Inc. 1.38% Add +1.1% 9,464 $2.8M
Zhang Financial LLC 0.16% Add +8.3% 9,446 $2.8M
Plimoth Trust Co. LLC 0.72% Reduce -1.1% 9,446 $2.8M
J. Safra Sarasin Holding AG 0.05% Reduce -10.9% 9,417 $2.8M
Parkside Financial Bank & Trust 0.37% Add +1.3% 9,370 $2.8M
Qtron Investments LLC 0.39% Reduce -11.8% 9,352 $2.8M
Institute for Wealth Management, LLC. 0.35% Reduce -0.6% 9,331 $2.8M
Beacon Investment Advisors LLC 1.30% No change 9,328 $2.8M
Ritholtz Wealth Management 0.08% Add +5.0% 9,310 $2.8M
Evergreen Capital Management LLC 0.09% Reduce -0.9% 9,307 $2.8M
Carl P. Sherr & Co., LLC 1.45% Add +0.0% 9,301 $2.8M
Western Wealth Management, LLC 0.15% Add +8.4% 9,245 $2.7M
Bigelow Investment Advisors, LLC 1.29% Reduce -6.4% 9,230 $2.7M
Fire Capital Management LLC 2.04% — 9,215 $2.7M
Applied Capital LLC 2.15% Reduce -0.5% 9,211 $2.7M
Americana Partners, LLC 0.11% Reduce -5.9% 9,198 $2.7M
Guardian Capital LP 0.10% Reduce -11.6% 9,188 $2.7M
Jackson Wealth Management, LLC 0.31% Add +9.2% 9,175 $2.7M
KWB Wealth 0.34% Add +16.3% 10,031 $2.7M
Bridgeway Capital Management, LLC 0.06% No change 9,100 $2.7M
IFC Advisors LLC 0.59% — 9,072 $2.7M
Mengis Capital Management, Inc. 0.55% No change 9,070 $2.7M
Invst, LLC 0.33% Add +0.9% 9,050 $2.7M
Anchor Investment Management, LLC 0.25% Add +1.5% 9,026 $2.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.18% New 9,000 $2.7M
Signature Wealth Management Group 1.07% Add +2.3% 8,987 $2.7M
Trustco Bank Corp. N Y 2.87% Reduce -5.9% 8,954 $2.7M
Bank of New Hampshire 0.68% Reduce -1.6% 8,928 $2.6M
Asahi Life Asset Management Co., LTD. 1.61% Reduce -15.5% 8,916 $2.6M
Fulton Bank, N.A. 0.10% Reduce -15.5% 8,898 $2.6M
Northern Financial Advisors Inc 2.11% Reduce -3.2% 8,897 $2.6M
Arcus Capital Partners, LLC 0.83% No change 11,583 $2.6M
Coastal Bridge Advisors, LLC 0.66% Add +0.1% 8,867 $2.6M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -4.0% 8,856 $2.6M
Vivid Wealth Management, LLC 1.33% Reduce -0.5% 8,854 $2.6M
Freedom Together Foundation 0.29% Reduce -79.8% 8,851 $2.6M
Wilkins Investment Counsel Inc. 0.38% Reduce -10.1% 8,842 $2.6M
AlTi Global, Inc. 0.06% Add +1.6% 8,569 $2.6M
FineMark National Bank & Trust 0.09% Add +0.9% 8,811 $2.6M
Lake Street Advisors Group, LLC 0.12% Reduce -0.3% 8,796 $2.6M
Freedom Investment Management, Inc. 0.22% Reduce -1.1% 8,794 $2.6M
Jackson Square Capital, LLC 0.63% New 8,781 $2.6M
Bank of Stockton 0.79% Reduce -2.3% 8,759 $2.6M
Mindset Wealth Management, LLC 0.95% Reduce -4.0% 8,737 $2.6M
Adero Partners, LLC 0.17% Add +76.3% 8,717 $2.6M
Mutual Advisors, LLC 0.07% Add +5.2% 8,259 $2.6M
Agf Management Ltd. 0.01% Reduce -68.4% 8,619 $2.6M
Ingalls & Snyder LLC 0.10% No change 8,607 $2.6M
Beaumont Financial Advisors, LLC 0.19% Add +2.8% 8,604 $2.6M
Walter & Keenan Wealth Management LLC /in/ 0.77% Add +0.1% 8,601 $2.6M
SageView Advisory Group, LLC 0.11% Add +2.6% 8,596 $2.6M
First National Trust Co 0.10% Reduce -4.4% 8,585 $2.5M
Rothschild Investment LLC 0.17% Reduce -0.5% 8,538 $2.5M
Pinnacle Holdings, LLC 1.10% Reduce -5.9% 8,516 $2.5M
Moneta Group Investment Advisors LLC 0.04% Reduce -1.0% 8,486 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.23% Reduce -0.6% 8,479 $2.5M
Pinnacle Wealth Management, LLC 2.80% Reduce -1.0% 8,464 $2.5M
Fortis Group Advisors, LLC 0.47% Reduce -31.6% 8,436 $2.5M
IFG Advisory, LLC 0.14% Reduce -1.5% 8,435 $2.5M
Hardy Reed LLC 0.22% No change 8,428 $2.5M
Howard Capital Management Group, LLC 0.17% Reduce -2.2% 8,426 $2.5M
Beacon Bank & Trust 0.58% Reduce -1.1% 8,404 $2.5M
Argent Advisors, Inc. 0.92% Reduce -2.9% 8,398 $2.5M
Prosperity Consulting Group, LLC 0.19% Add +0.7% 8,378 $2.5M
IronOak Wealth LLC. 2.78% — 8,367 $2.5M
Procyon Advisors, LLC 0.16% Add +3.3% 8,345 $2.5M
Principle Wealth Partners LLC 0.17% Reduce -0.6% 8,331 $2.5M
Stokes Family Office, LLC 0.26% Add +54.3% 8,304 $2.5M
Cornerstone Planning, LLC 0.94% — 8,302 $2.5M
Woodmont Investment Counsel LLC 0.18% Reduce -7.5% 8,268 $2.5M
Oliver Lagore Vanvalin Investment Group 0.63% No change 8,244 $2.4M
Van Strum & Towne Inc. 0.86% Add +15.4% 8,240 $2.4M
Cannell & Spears LLC 0.05% Add +0.2% 8,223 $2.4M
Mufg Securities Americas Inc. 0.32% — 8,216 $2.4M
Accent Capital Management, LLC 1.39% Reduce -5.8% 8,194 $2.4M
Signet Investment Advisory Group, Inc. 1.24% Reduce -1.8% 8,174 $2.4M
SOA Wealth Advisors, LLC. 0.45% Add +1.4% 8,147 $2.4M
Meiji Yasuda Life Insurance Co 0.05% Add +34.5% 8,130 $2.4M
Berkshire Asset Management LLC 0.11% Reduce -13.7% 7,445 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -1.8% 8,016 $2.4M
Natural Investments, LLC 0.66% — 8,011 $2.4M
Osborne Partners Capital Management, LLC 0.13% Reduce -3.5% 7,838 $2.3M
LBP Am SA 0.03% Reduce -82.3% 7,836 $2.3M
Csenge Advisory Group 0.13% Reduce -8.9% 7,818 $2.3M
GAMMA Investing LLC 0.20% Add +10.3% 7,801 $2.3M
Stock Yards Bank & Trust Co. 0.08% Reduce -15.6% 7,786 $2.3M
Level Four Advisory Services, LLC 0.09% Add +3.2% 7,776 $2.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +18.4% 7,760 $2.3M
Holderness Investments Co. 0.51% Add +0.5% 7,750 $2.3M
Burke & Herbert Bank & Trust Co. 0.54% No change 7,737 $2.3M
Davis Investment Partners, LLC 0.97% Reduce -2.6% 7,806 $2.3M
Taylor Frigon Capital Management LLC 1.16% Reduce -3.2% 7,698 $2.3M
RMR Wealth Builders 0.24% Add +7.4% 7,666 $2.3M
Pitcairn Co. 0.13% Reduce -2.9% 7,635 $2.3M
Citizens National Bank Trust Department 0.48% Reduce -0.7% 7,633 $2.3M
Red Cedar Investment Management, LLC 0.28% Add +11.6% 7,628 $2.3M
U.S. Capital Wealth Advisors, LLC 0.07% Add +5.4% 7,588 $2.3M
RMR Capital Management, LLC 1.67% No change 7,558 $2.2M
Palisade Asset Management, LLC 0.23% Reduce -1.8% 7,527 $2.2M
Hilltop National Bank 0.67% Add +8.0% 7,526 $2.2M
Beverly Hills Private Wealth, LLC 0.45% Reduce -2.9% 7,521 $2.2M
Oldfather Financial Services, LLC 0.85% No change 7,515 $2.2M
GeoWealth Management, LLC 0.07% Add +5.2% 7,449 $2.2M
Bank Ozk 0.92% Add +11.7% 7,443 $2.2M
Nixon Peabody Trust Co. 0.18% Add +1.8% 7,436 $2.2M
Caldwell Sutter Capital, Inc. 1.02% No change 7,419 $2.2M
Veracity Capital LLC 0.80% Reduce -0.1% 7,413 $2.2M
Harold Davidson & Associates Inc. 1.05% — 7,404 $2.2M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -0.2% 7,389 $2.2M
Dover Advisors, LLC 1.25% Reduce -2.3% 7,370 $2.2M
Thoroughbred Financial Services, LLC 0.13% Reduce -1.3% 7,368 $2.2M
Groupama Asset Managment 0.05% Add +10.5% 7,344 $2.2M
Excalibur Management Corp. 0.87% Reduce -3.7% 7,354 $2.2M
Boltwood Capital Management 0.66% Reduce -0.8% 7,343 $2.2M
Belpointe Asset Management LLC 0.13% Reduce -3.1% 8,412 $2.2M
Intellectus Partners, LLC 0.48% Reduce -3.3% 7,310 $2.2M
Lazard Freres Gestion S.A.S. 0.04% Reduce -11.9% 7,258 $2.2M
Gateway Investment Advisers LLC 0.02% Add +0.5% 7,256 $2.2M
Birinyi Associates Inc. 0.59% No change 7,250 $2.2M
Raab & Moskowitz Asset Management LLC 0.53% Reduce -2.2% 7,230 $2.1M
GLOBALT Investments LLC / GA 0.08% Add +1.9% 7,203 $2.1M
Applied Finance Capital Management, LLC 0.09% Reduce -2.6% 7,196 $2.1M
Smartleaf Asset Management LLC 0.22% Add +33.5% 7,156 $2.1M
Flputnam Investment Management Co. 0.04% Reduce -42.0% 7,135 $2.1M
Associated Banc-Corp 0.06% Reduce -1.3% 7,122 $2.1M
Capstone Investment Advisors, LLC 0.03% Reduce -16.3% 7,117 $2.1M
Auxier Asset Management LLC 0.33% Reduce -0.6% 7,093 $2.1M
Everett Harris & Co. 0.03% Reduce -0.6% 7,093 $2.1M
Optiver Holding B.V. 0.07% Reduce -78.2% 7,083 $2.1M
Blue Zone Wealth Advisors, LLC 0.61% Reduce -1.1% 7,082 $2.1M
Ascent Group, LLC 0.16% Add +6.5% 7,060 $2.1M
Stablepoint Partners, LLC 0.38% Add +0.0% 6,991 $2.1M
Symphony Financial, Ltd. Co. 0.32% Add +0.6% 6,498 $2.1M
Trust Asset Management LLC 0.16% No change 6,907 $2.0M
Alps Advisors Inc. 0.01% Reduce -17.6% 6,899 $2.0M
Citadel Investment Advisory, Inc. 1.06% No change 6,884 $2.0M
Rockland Trust Co. 0.10% Reduce -11.5% 6,860 $2.0M
Inkwell Capital LLC 2.17% — 6,851 $2.0M
Dynasty Wealth Management, LLC 0.04% Add +0.4% 6,829 $2.0M
Stenger Family Office, LLC 0.69% — 6,817 $2.0M
Piscataqua Savings Bank 1.74% Reduce -0.7% 6,813 $2.0M
Beacon Financial Group 0.22% Reduce -1.7% 6,792 $2.0M
RB Capital Management, LLC 0.49% Add +4.6% 6,791 $2.0M
Center for Financial Planning, Inc. 0.27% No change 6,760 $2.0M
Argus Investors' Counsel, Inc. 1.33% Reduce -6.1% 6,722 $2.0M
Daymark Wealth Partners, LLC 0.08% Add +0.1% 101,392 $2.0M
Aurora Private Wealth, Inc. 1.49% Add +4.2% 6,713 $2.0M
Checchi Capital Advisers, LLC 0.15% Reduce -0.1% 6,656 $2.0M
Private Trust Co. NA 0.20% Reduce -0.3% 6,634 $2.0M
Flagship Harbor Advisors, LLC 0.10% Add +12.0% 6,625 $2.0M
Cadence Bank 0.13% Reduce -7.9% 6,605 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -9.2% 6,164 $2.0M
Wbi Investments, LLC 0.49% Add +52.3% 6,566 $1.9M
McAdam, LLC 0.11% Reduce -0.6% 6,555 $1.9M
Wolf Group Capital Advisors 0.94% No change 11,159 $1.9M
Lee Danner & Bass Inc. 0.15% Add +4.3% 6,537 $1.9M
Huntleigh Advisors, Inc. 0.42% — 6,512 $1.9M
Brighton Jones LLC 0.06% Add +24.4% 6,481 $1.9M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -2.7% 6,481 $1.9M
Blue Trust, Inc. 0.02% Reduce -18.1% 6,465 $1.9M
Edge Capital Group, LLC 0.09% Add +20.9% 6,451 $1.9M
Redwood Investment Management, LLC 0.19% Reduce -1.7% 6,399 $1.9M
Obermeyer Wealth Partners 0.10% Reduce -5.9% 6,394 $1.9M
S&co Inc. 0.13% No change 6,386 $1.9M
Parisi Gray Wealth Management 0.60% Add +0.2% 6,367 $1.9M
Western Financial Corp 1.03% Add +6.5% 6,330 $1.9M
Arkadios Wealth Advisors 0.10% Reduce -13.9% 6,279 $1.9M
Chesapeake Wealth Management 0.64% Reduce -3.4% 6,272 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +1.3% 6,215 $1.8M
Washington Trust Advisors, Inc. 0.15% Add +0.5% 6,211 $1.8M
Geneos Wealth Management Inc. 0.06% Add +5.3% 6,202 $1.8M
Diligent Investors, LLC 0.42% Reduce -0.8% 6,197 $1.8M
Crestwood Advisors Group, LLC 0.03% Add +8.8% 6,167 $1.8M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -3.6% 6,164 $1.8M
Abundance Wealth Counselors 0.40% Add +0.1% 6,139 $1.8M
Busey Bank 0.06% Reduce -2.2% 6,129 $1.8M
Old National Bancorp 0.04% Add +0.6% 6,119 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 6,685 $1.8M
Westpac Banking Corp. 0.12% No change 6,093 $1.8M
Ameritas Advisory Services, LLC 0.06% Add +57.7% 6,059 $1.8M
World Investment Advisors 0.05% Add +27.1% 6,057 $1.8M
Weil Company, Inc. 0.62% No change 6,035 $1.8M
Fielder Capital Group LLC 0.56% Add +1.7% 6,019 $1.8M
IHT Wealth Management, LLC 0.06% Add +17.1% 6,019 $1.8M
Insight Advisors, LLC/ PA 0.31% Reduce -2.3% 6,008 $1.8M
Fidelis Capital Partners, LLC 0.18% Add +41.5% 5,639 $1.8M
Financial Counselors Inc. 0.03% Reduce -11.3% 6,009 $1.8M
Greenwood Gearhart LLC 0.12% Reduce -7.5% 5,999 $1.8M
McCarter Private Wealth Services LLC 1.13% Add +0.0% 5,995 $1.8M
Legacy Edge Advisors, LLC 0.28% Reduce -10.0% 5,981 $1.8M
YHB Investment Advisors, Inc. 0.15% Reduce -2.0% 5,961 $1.8M
TrinityPoint Wealth, LLC 0.25% Add +2.6% 5,961 $1.8M
Ransom Advisory, Ltd 0.81% No change 5,946 $1.8M
Fort Point Capital Partners LLC 0.20% Reduce -16.0% 5,944 $1.8M
Leavell Investment Management, Inc. 0.09% Add +5.2% 5,943 $1.8M
Community Bank, N.A. 0.23% Reduce -1.4% 5,912 $1.8M
MainStreet Investment Advisors LLC 0.25% Reduce -1.7% 5,897 $1.8M
Focus Financial Network, Inc. 0.07% Add +0.8% 5,877 $1.7M
First Citizens Bank & Trust Co. 0.03% Add +4.4% 5,876 $1.7M
Leo Wealth, LLC 0.16% Add +80.3% 5,860 $1.7M
Bank of Hawaii 0.10% Reduce -2.3% 5,856 $1.7M
Kestra Investment Management, LLC 0.07% Add +49.5% 5,849 $1.7M
Highline Wealth Partners LLC 0.57% Add +0.4% 5,848 $1.7M
Natixis 0.01% Reduce -67.7% 5,845 $1.7M
Lakeshore Capital Group, Inc. 2.62% — 5,844 $1.7M
Hohimer Wealth Management, LLC 0.33% Add +0.6% 5,829 $1.7M
Cigna Investments Inc. 0.30% Reduce -0.7% 5,777 $1.7M
Weik Capital Management 0.70% Reduce -1.7% 5,763 $1.7M
Delphi Management Inc. 1.64% Reduce -2.6% 5,713 $1.7M
BayBridge Capital Group, LLC 1.23% Reduce -0.8% 5,702 $1.7M
HTLF Bank 0.19% Reduce -2.3% 5,698 $1.7M
Balboa Wealth Partners 0.39% Add +99.3% 5,693 $1.7M
Waldron Private Wealth LLC 0.07% Add +0.3% 5,684 $1.7M
Monte Financial Group, LLC 0.72% Reduce -5.1% 5,684 $1.7M
Capital Analysts, LLC 0.07% Add +12.9% 5,666 $1.7M
Blodgett Wealth Advisors, LLC 1.32% Reduce -1.0% 5,659 $1.7M
Stratos Wealth Advisors, LLC 0.08% Reduce -9.6% 5,648 $1.7M
Advisory Research Inc. 0.28% Reduce -13.1% 5,628 $1.7M
Myriad Asset Management US LP 1.12% — 5,626 $1.7M
Mather Group, Llc. 0.02% Reduce -5.6% 5,599 $1.7M
Twin Capital Management Inc. 0.18% Reduce -3.1% 5,598 $1.7M
Northcape Wealth Management, LLC 0.54% No change 5,580 $1.7M
Manchester Capital Management LLC 0.19% Reduce -0.5% 5,558 $1.6M
Trust Point Inc. 0.11% Reduce -1.6% 5,555 $1.6M
Cornerstone Planning Group LLC 0.40% Add +0.2% 5,196 $1.6M
Saxon Interests, Inc. 0.72% Add +1.8% 5,536 $1.6M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -0.1% 5,534 $1.6M
Transatlantique Private Wealth LLC 0.62% Add +0.0% 5,533 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -8.7% 5,529 $1.6M
Crewe Advisors LLC 0.23% Reduce -0.1% 5,523 $1.6M
Ledyard National Bank 0.15% Reduce -1.7% 5,517 $1.6M
Stonebrook Private Inc. 0.43% Add +0.9% 5,513 $1.6M
Interchange Capital Partners, LLC 0.59% Reduce -3.1% 5,513 $1.6M
KRS Capital Management, LLC 1.16% Reduce -0.3% 5,507 $1.6M
Icon Advisers Inc. 0.37% No change 5,500 $1.6M
Cambridge Financial Group, LLC 0.70% Reduce -0.4% 5,495 $1.6M
Grove Bank & Trust 0.23% Reduce -4.3% 5,493 $1.6M
Highview Capital Management LLC 0.63% Reduce -0.8% 5,492 $1.6M
Laurel Wealth Advisors LLC 0.25% Reduce -0.5% 5,491 $1.6M
Lawson Kroeker Investment Management Inc. 0.31% Add +0.1% 5,464 $1.6M
Simmons Bank 0.12% Reduce -2.2% 5,446 $1.6M
Compound Planning, Inc. 0.08% Add +18.4% 5,435 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.7% 5,422 $1.6M
Harbour Investments, Inc. 0.05% Add +2.2% 5,420 $1.6M
First Dallas Securities Inc. 0.65% Reduce -37.8% 5,412 $1.6M
Sirios Capital Management L P 0.29% Reduce -3.2% 5,399 $1.6M
Syon Capital LLC 0.14% Reduce -3.1% 5,394 $1.6M
NBZ Investment Advisors LLC 0.89% — 5,359 $1.6M
Strategic Advisors LLC 0.29% Add +46.6% 5,356 $1.6M
Avestar Capital, LLC 0.14% Add +9.2% 5,334 $1.6M
Cypress Wealth Services, LLC 0.32% Reduce -0.2% 5,332 $1.6M
44 Wealth Management LLC 0.61% Reduce -9.7% 5,325 $1.6M
Advisor OS, LLC 0.18% Add +64.8% 5,323 $1.6M
Norden Group LLC 0.18% Reduce -74.3% 5,311 $1.6M
Farther Finance Advisors, LLC 0.06% Reduce -10.2% 5,301 $1.6M
Paragon Private Wealth Management, LLC 0.73% Add +3.5% 5,296 $1.6M
Spinnaker Trust 0.10% Reduce -2.8% 5,289 $1.6M
Lebenthal Global Advisors, LLC 0.29% Reduce -1.1% 5,269 $1.6M
Sapient Capital LLC 0.03% Add +12.3% 5,252 $1.6M
MeadowBrook Investment Advisors LLC 1.40% Reduce -1.9% 5,224 $1.6M
Signal Advisors Wealth, LLC 0.18% Reduce -3.9% 5,224 $1.6M
Ramirez Asset Management, Inc. 0.31% No change 5,220 $1.5M
Woodstock Corp. 0.15% Reduce -6.4% 5,215 $1.5M
S.A. Mason LLC 0.81% Reduce -1.4% 5,206 $1.5M
Factorial Partners, LLC 0.89% No change 5,200 $1.5M
Vectors Research Management, LLC 0.52% No change 5,189 $1.5M
Aspiriant, LLC 0.06% Add +3.4% 5,172 $1.5M
Pecaut & Co. 0.53% No change 5,169 $1.5M
Orrstown Financial Services Inc. 0.41% Add +15.3% 5,158 $1.5M
AXS Investments LLC 0.43% Reduce -10.2% 5,150 $1.5M
Legacy Advisors, LLC 0.15% Add +2.4% 5,146 $1.5M
Profit Investment Management, LLC 1.22% Reduce -2.6% 5,142 $1.5M
Baker Avenue Asset Management, LP 0.05% Add +7.0% 5,139 $1.5M
Sterling Wealth Management, Inc. 0.56% No change 5,128 $1.5M
Patten & Patten Inc. 0.10% Add +3.0% 5,109 $1.5M
Strategic Investment Advisors / MI 0.16% Reduce -6.5% 5,105 $1.5M
WealthTrust Axiom LLC 0.45% Reduce -0.3% 5,083 $1.5M
Harbor Investment Advisory, LLC 0.14% Add +1.7% 5,074 $1.5M
Bradyco, Inc. 0.93% — 5,074 $1.5M
Confluence Wealth Services, Inc. 0.10% No change 4,612 $1.5M
Carr Financial Group Corp 0.47% Reduce -7.3% 5,063 $1.5M
PFG Advisors 0.09% Reduce -2.9% 5,060 $1.5M
Canopy Partners, LLC 0.57% Add +12.9% 5,056 $1.5M
Spirit of America Management Corp. 0.30% No change 5,000 $1.5M
WASHINGTON TRUST Co 0.05% Add +7.5% 4,995 $1.5M
Garde Capital, Inc. 0.10% Add +3.1% 4,986 $1.5M
Wealth Alliance, LLC 0.17% Reduce -2.6% 4,932 $1.5M
Wealthcare Advisory Partners LLC 0.04% Add +2.8% 4,931 $1.5M
RNC Capital Management LLC 0.08% Reduce -9.2% 4,931 $1.5M
Levin Capital Strategies, L.P. 0.14% No change 4,916 $1.5M
Modern Wealth Management, LLC 0.05% Add +20.8% 4,886 $1.5M
Wesbanco Bank Inc. 0.05% Add +16.9% 4,883 $1.4M
Minot DeBlois Advisors LLC 1.32% — 4,878 $1.4M
Hall Capital Management Co. Inc. 0.68% — 4,877 $1.4M
IFP Advisors, Inc 0.05% Reduce -39.5% 4,836 $1.4M
Beaumont Asset Management, L.L.C. 0.83% Reduce -1.7% 4,821 $1.4M
Leisure Capital Management 0.56% Reduce -0.0% 4,798 $1.4M
Boyar Asset Management Inc. 0.94% No change 4,785 $1.4M
PFG Investments, LLC 0.09% Reduce -9.1% 5,679 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +2.0% 4,671 $1.4M
Muirfield Wealth Advisors LLC 1.16% Add +0.3% 4,742 $1.4M
Aster Capital Management (DIFC) Ltd 0.54% Reduce -35.3% 4,739 $1.4M
Ignite Planners, LLC 0.31% Add +0.7% 4,634 $1.4M
Argentarii, LLC 0.70% — 4,702 $1.4M
North Star Investment Management Corp. 0.10% Add +0.0% 4,685 $1.4M
Bedel Financial Consulting, Inc. 0.19% Reduce -0.2% 4,333 $1.4M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -6.4% 4,651 $1.4M
Aspire Private Capital, LLC 0.34% Add +2.7% 4,649 $1.4M
Pflug Koory, LLC 0.09% Reduce -0.8% 4,644 $1.4M
Aventura Private Wealth, LLC 0.74% — 4,640 $1.4M
Baldwin Investment Management, LLC 0.18% Add +10.1% 4,637 $1.4M
Barden Capital Management, Inc. 1.18% Reduce -0.5% 4,635 $1.4M
Elevation Point Wealth Partners, LLC 0.11% Add +26.0% 4,630 $1.4M
TCI Wealth Advisors, Inc. 0.11% Add +0.3% 4,627 $1.4M
Allegheny Financial Group 0.35% Reduce -1.1% 4,621 $1.4M
BigSur Wealth Management LLC 0.39% No change 4,603 $1.4M
Advisors Capital Management, LLC 0.02% Add +4.0% 4,601 $1.4M
J. W. Coons Advisors, LLC 0.35% Reduce -18.0% 4,597 $1.4M
Sentry LLC 0.27% No change 4,591 $1.4M
NWK Group, Inc. 0.53% Reduce -2.4% 4,588 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -1.0% 4,587 $1.4M
Evelyn Partners Investment Management LLP 0.04% — 4,584 $1.4M
Caxton Associates LP 0.04% New 4,575 $1.4M
Twelve Points Wealth Management LLC 0.39% Reduce -0.4% 4,571 $1.4M
Tufton Capital Management 0.26% No change 4,560 $1.4M
Premier Path Wealth Partners, LLC 0.21% Add +0.1% 4,538 $1.3M
Moloney Securities Asset Management, LLC 0.18% Reduce -5.5% 4,536 $1.3M
Fullcircle Wealth LLC 0.55% Reduce -4.1% 4,376 $1.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.07% No change 4,522 $1.3M
Gen-Wealth Partners Inc 0.58% Reduce -9.1% 4,517 $1.3M
Edgestream Partners, L.P. 0.06% Reduce -38.9% 4,512 $1.3M
U S Global Investors Inc. 0.13% Add +28.6% 4,500 $1.3M
L. Roy Papp & Associates, LLP 0.16% Reduce -4.3% 4,500 $1.3M
Byrne Asset Management LLC 1.07% Reduce -3.4% 4,434 $1.3M
Semper Augustus Investments 0.24% Reduce -0.5% 4,432 $1.3M
American National Bank & Trust 0.15% Add +7.3% 4,428 $1.3M
Delta Financial Group, Inc. 0.31% Add +0.4% 4,425 $1.3M
Griffith & Werner, Inc. 0.87% — 4,418 $1.3M
Oakworth Capital, Inc. 0.09% Reduce -1.2% 4,412 $1.3M
Resources Management Corp. /CT/ 0.18% No change 4,405 $1.3M
Sage Mountain Advisors LLC 0.10% Add +21.5% 4,403 $1.3M
Cubist Systematic Strategies, LLC 0.02% New 4,400 $1.3M
Magnus Financial Group LLC 0.13% Reduce -3.3% 4,398 $1.3M
Koshinski Asset Management, Inc. 0.11% Reduce -1.4% 4,394 $1.3M
Everhart Financial Group, Inc. 0.27% Add +28.2% 4,393 $1.3M
Mraz, Amerine & Associates, Inc. 0.23% Reduce -10.2% 4,384 $1.3M
Proathlete Wealth Management LLC 0.49% Add +1.3% 4,374 $1.3M
Red Door Wealth Management, LLC 0.20% Add +0.7% 4,367 $1.3M
Sage Rhino Capital LLC 0.28% Reduce -2.2% 4,356 $1.3M
Guardian Investment Management 0.92% Reduce -0.6% 4,342 $1.3M
Verus Capital Partners, LLC 0.12% Reduce -4.1% 4,339 $1.3M
Salem Investment Counselors Inc. 0.04% Add +3.5% 4,334 $1.3M
Accredited Investors Inc. 0.08% Reduce -4.4% 4,327 $1.3M
IFG Advisors, LLC 0.25% Reduce -3.1% 4,306 $1.3M
Lyell Wealth Management, LP 0.11% Add +2.4% 4,305 $1.3M
United Asset Strategies, Inc. 0.12% Reduce -1.7% 4,302 $1.3M
Schulhoff & Co. Inc. 0.47% Reduce -1.6% 4,300 $1.3M
American Trust 0.10% Reduce -9.2% 4,295 $1.3M
SRN Advisors, LLC 1.13% Add +43.5% 4,290 $1.3M
DRW Securities, LLC 0.09% Add +203.8% 4,290 $1.3M
Ervin Investment Management, LLC 0.82% Reduce -2.9% 4,266 $1.3M
Atlas Brown,Inc. 0.43% Add +0.2% 4,256 $1.3M
Virtus Advisers, LLC 0.52% Add +17.9% 4,244 $1.3M
Aaron Wealth Advisors LLC 0.15% Add +3.7% 4,226 $1.3M
Wellington Shields & Co., LLC 0.38% No change 4,220 $1.3M
Conning Inc. 0.05% Reduce -5.4% 4,218 $1.3M
Orleans Capital Management Corp. 0.70% Reduce -6.5% 4,035 $1.2M
InvesTrust 0.35% — 4,200 $1.2M
Fortis Capital Advisors, LLC 0.43% Reduce -2.0% 4,827 $1.2M
Promethium Advisors,llc 0.85% Reduce -0.6% 4,201 $1.2M
Prairie Sky Financial Group LLC 0.76% No change 4,181 $1.2M
Diversify Advisory Services, LLC 0.07% Reduce -23.4% 4,213 $1.2M
Amarillo National Bank 0.23% No change 4,156 $1.2M
Jamison Private Wealth Management, Inc. 0.18% Reduce -0.5% 4,146 $1.2M
Benin Management CORP 0.34% No change 4,146 $1.2M
Graypoint LLC 0.07% Add +1.0% 4,141 $1.2M
Bayview Asset Management, LLC 1.60% New 4,125 $1.2M
CWA Asset Management Group, LLC 0.06% Reduce -3.0% 4,098 $1.2M
Souders Financial Advisors 0.17% Add +7.8% 4,088 $1.2M
Essex Investment Management Co. LLC 0.22% Reduce -1.6% 4,082 $1.2M
Marcum Wealth, LLC 0.10% Add +8.3% 4,060 $1.2M
Sunflower Bank, N.A. 0.33% Add +0.9% 4,054 $1.2M
Ellevest, Inc. 0.07% Add +0.3% 4,042 $1.2M
Evermay Wealth Management LLC 0.18% No change 4,041 $1.2M
Morse Asset Management, Inc 0.28% No change 4,040 $1.2M
Winebrenner Capital Management LLC 0.92% — 4,037 $1.2M
Essex Financial Services, Inc. 0.08% Add +3.2% 4,028 $1.2M
Ipswich Investment Management Co., Inc. 0.29% Reduce -0.3% 4,016 $1.2M
First Affirmative Financial Network 0.69% Add +0.7% 4,015 $1.2M
Boston Financial Mangement LLC 0.04% Add +0.9% 4,007 $1.2M
Moment Partners, LLC 0.23% — 4,004 $1.2M
Ulysses Management LLC 0.28% New 4,000 $1.2M
Bond & Devick Financial Network, Inc. 0.51% No change 4,374 $1.2M
Solitude Financial Services 0.52% Reduce -6.0% 3,993 $1.2M
Alhambra Investment Management LLC 0.61% No change 3,990 $1.2M
Evanson Asset Management, LLC 0.08% No change 3,989 $1.2M
West Coast Financial LLC 0.13% No change 3,949 $1.2M
Brooks, Moore & Associates, Inc. 0.69% Reduce -6.0% 3,923 $1.2M
Golden State Wealth Management, LLC 0.17% — 3,923 $1.2M
Two Sigma Securities, LLC 0.21% Add +270.3% 3,914 $1.2M
Culbertson A N & Co. Inc. 0.18% No change 3,913 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Reduce -1.7% 3,910 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Add +1.3% 3,910 $1.2M
Next Level Private LLC 0.47% Reduce -0.0% 3,908 $1.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.67% Reduce -15.2% 3,900 $1.2M
Meridian Wealth Management, LLC 0.05% Add +10.9% 3,899 $1.2M
Riverbend Wealth Management, LLC 1.03% — 3,877 $1.2M
Sanders Morris Harris LLC 0.17% No change 3,892 $1.2M
First International Bank & Trust 0.37% Add +21.2% 3,888 $1.2M
WBH Advisory Inc. 0.11% Reduce -2.7% 3,884 $1.2M
Colonial Trust Co / SC 0.17% Reduce -5.5% 3,863 $1.1M
Centerpoint Advisors, LLC 0.40% Reduce -3.0% 3,851 $1.1M
LGT Fund Management Co Ltd. 0.10% No change 3,851 $1.1M
BSW Wealth Partners 0.17% Add +9.0% 3,850 $1.1M
Bridges Investment Management Inc. 0.02% Add +0.4% 3,838 $1.1M
White Knight Strategic Wealth Advisors, LLC 0.48% Add +101.3% 3,834 $1.1M
Plancorp, LLC 0.05% Add +17.3% 3,830 $1.1M
Olistico Wealth, LLC 0.66% Add +1.6% 3,825 $1.1M
MTM Investment Management, LLC 0.44% No change 3,822 $1.1M
First Western Trust Bank 0.05% Add +0.3% 3,819 $1.1M
Bridgewater Associates 0.01% Reduce -93.3% 3,805 $1.1M
Midland Wealth Advisors, LLC 0.07% No change 3,801 $1.1M
Tang Capital Management LLC 0.07% Add +279.5% 3,799 $1.1M
Sentry Investment Management LLC 0.54% Reduce -20.1% 3,799 $1.1M
Forte Capital LLC 0.13% Reduce -3.2% 3,789 $1.1M
Realta Investment Advisors 0.46% Add +2.8% 3,705 $1.1M
Howard Capital Management, LLC 0.02% Add +4.9% 3,756 $1.1M
Cozad Asset Management Inc. 0.10% Add +35.3% 3,756 $1.1M
Alexander Randolph Advisory, Inc. 1.03% Reduce -1.8% 3,740 $1.1M
Gratus Wealth Advisors, LLC 0.18% Reduce -0.2% 3,709 $1.1M
Quent Capital, LLC 0.11% Add +11.7% 3,706 $1.1M
Capital International Sarl 0.03% Add +54.1% 3,673 $1.1M
Prescott Group Capital Management, L.L.C. 0.15% No change 3,662 $1.1M
Lindbrook Capital, LLC 0.10% Add +29.2% 3,659 $1.1M
Doliver Advisors, LP 0.30% Add +3.6% 3,633 $1.1M
Mystic Asset Management, Inc. 0.29% Add +69.5% 3,632 $1.1M
Cable Hill Partners, LLC 0.11% Reduce -0.2% 3,631 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -1.0% 3,629 $1.1M
Burford Brothers, Inc. 0.53% Reduce -1.4% 3,625 $1.1M
SteelPeak Wealth, LLC 0.04% Add +23.6% 3,625 $1.1M
Lazari Capital Management, Inc. 0.43% Add +0.8% 3,606 $1.1M
Board of the Pension Protection Fund 1.23% — 3,600 $1.1M
Saybrook Capital 0.29% No change 3,600 $1.1M
Philadelphia Trust Co. 0.08% Reduce -0.4% 3,595 $1.1M
Brooklyn Investment Group 0.32% Add +10.3% 3,590 $1.1M
Oak Asset Management, LLC 0.39% No change 3,580 $1.1M
EverSource Wealth Advisors, LLC 0.06% Add +12.7% 3,566 $1.1M
Spire Wealth Management 0.03% Add +7.3% 3,561 $1.1M
Global Trust Asset Management, LLC 0.40% Reduce -6.2% 3,555 $1.1M
Resolute Wealth Strategies, LLC 0.54% Add +0.1% 3,537 $1.0M
Hills Bank & Trust Co 0.08% No change 3,524 $1.0M
ERn Financial, LLC 0.16% Add +0.1% 3,498 $1.0M
Sendero Wealth Management, LLC 0.15% Add +0.9% 3,495 $1.0M
Platform Technology Partners 0.31% Reduce -3.0% 3,484 $1.0M
Alerus Financial NA 0.08% Reduce -0.9% 3,473 $1.0M
Watts Gwilliam & Co., LLC 0.22% Reduce -0.3% 3,397 $1.0M
Empirical Asset Management, LLC 0.34% Add +405.6% 17,983 $1.0M
Capricorn Fund Managers Ltd 0.46% Reduce -27.3% 3,441 $1.0M
OmniStar Financial Group, Inc. 0.82% Add +0.8% 3,429 $1.0M
MIdWestOne Financial Group, Inc. 0.14% No change 3,431 $1.0M
Defined Wealth Management, LLC 0.67% Add +0.2% 3,413 $1.0M
CFO4Life Group, LLC 0.18% Add +1.2% 3,410 $1.0M
Proficio Capital Partners LLC 0.08% Add +24.1% 3,409 $1.0M
Cornerstone Wealth Group, LLC 0.08% Reduce -3.4% 3,404 $1.0M
Richwood Investment Advisors, LLC 0.84% Add +2.4% 3,401 $1.0M
Zullo Investment Group, Inc. 0.41% Add +4.0% 3,397 $1.0M
Mayflower Financial Advisors, LLC 0.15% Reduce -8.9% 3,397 $1.0M
180 Wealth Advisors, LLC 0.16% Reduce -1.0% 3,388 $1.0M
Trueblood Wealth Management, LLC 0.49% Add +11.0% 3,367 $999K
Verity & Verity, LLC 0.09% Add +75.4% 3,367 $999K
Kovack Advisors, Inc. 0.10% Add +1.1% 3,359 $997K
Catalina Capital Group, LLC 0.33% Add +1.0% 3,356 $996K
Texas Yale Capital Corp. 0.04% Add +7.2% 3,348 $994K
LGL Partners, LLC 0.14% Reduce -1.3% 3,344 $993K
Bell Bank 0.07% Reduce -0.1% 3,333 $989K
Capital Management Associates 1.16% Reduce -20.6% 3,332 $989K
First Foundation Advisors 0.04% Reduce -0.3% 3,331 $989K
Mattson Financial Services, LLC 0.31% Reduce -31.0% 3,641 $987K
Navellier & Associates Inc. 0.12% Add +75.0% 3,326 $987K
Brucke Financial, Inc. 0.85% — 3,107 $986K
Larson Financial Group LLC 0.05% Reduce -8.3% 3,320 $985K
one8zero8, LLC 0.21% — 3,320 $985K
Atlanta Consulting Group Advisors, LLC 0.36% Reduce -0.8% 3,318 $985K
Aspen Investment Management Inc 0.46% Add +0.0% 3,316 $984K
Geller Advisors LLC 0.06% Reduce -0.5% 3,311 $983K
Sigma Investment Counselors Inc. 0.06% No change 3,306 $981K
Financial Management Network Inc. 0.20% Reduce -0.5% 3,223 $977K
Tanager Wealth Management LLP 0.13% Reduce -2.5% 3,290 $976K
SeaCrest Wealth Management, LLC 0.10% Add +0.1% 3,288 $976K
Provenance Wealth Advisors, LLC 0.13% Reduce -63.6% 3,273 $971K
Aljian Capital Management, LLC 0.21% Add +0.1% 3,265 $969K
LVW Advisors, LLC 0.12% Reduce -8.1% 3,264 $969K
Cetera Trust Company, N.A 0.63% No change 3,260 $968K
Hartford Financial Management Inc. 0.20% No change 3,258 $967K
Somerville Kurt F 0.16% No change 3,250 $965K
Pekin Hardy Strauss, Inc. 0.12% Add +1.6% 3,247 $964K
International Assets Investment Management, LLC 0.08% Reduce -4.2% 3,213 $959K
WMS Partners, LLC 0.05% Reduce -0.3% 3,228 $958K
Lifeworks Advisors, LLC 0.17% Add +3.0% 3,227 $958K
McGlone Suttner Wealth Management, Inc. 0.16% Add +1.6% 3,220 $956K
Altfest L J & Co. Inc. 0.12% Add +0.1% 3,218 $955K
United Community Bank 0.37% No change 3,204 $951K
Pettyjohn, Wood & White, Inc. 0.17% Add +45.4% 3,203 $951K
US Asset Management LLC 0.85% Reduce -4.1% 3,200 $950K
Fullerton Fund Management Co Ltd. 0.03% New 3,196 $949K
Matrix Asset Advisors Inc. 0.10% Reduce -0.8% 3,187 $946K
Clarius Group, LLC 0.06% Reduce -18.1% 3,179 $943K
Amica Retiree Medical Trust 0.89% Reduce -8.1% 3,165 $939K
Eagle Ridge Investment Management 0.08% No change 3,148 $934K
MJP Associates Inc. 0.17% Add +146.4% 3,142 $933K
Old Mission Investment Co LLC 0.28% Add +0.1% 3,136 $931K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +10.0% 3,130 $929K
SignalPoint Asset Management, LLC 0.23% Reduce -0.9% 3,120 $926K
Continuum Advisory, LLC 0.12% Add +8.7% 3,102 $921K
Clean Yield Group 0.29% Reduce -1.3% 3,095 $919K
Ridgewood Investments LLC 0.44% Add +0.2% 3,093 $918K
Chapman Financial Group, LLC 0.74% — 3,090 $917K
Legacy Financial Advisors, Inc. 0.15% Add +11.5% 3,084 $915K
Exchange Bank 0.73% Add +1.4% 3,076 $913K
Tradition Wealth Management, LLC 0.08% Add +3.2% 3,071 $911K
Basepoint Wealth LLC 0.72% Reduce -9.0% 3,064 $909K
Shufro Rose & Co. LLC 0.07% Add +13.2% 3,063 $909K
Harbour Investment Management LLC 0.40% Add +20.1% 3,050 $905K
Great Valley Advisor Group, Inc. 0.02% Add +1.2% 3,038 $902K
Embree Financial Group 0.15% Add +0.1% 3,038 $902K
Weaver Capital Management LLC 0.25% Add +13.1% 3,038 $902K
Reynders McVeigh Capital Management, LLC 0.05% No change 3,029 $899K
Simon Quick Advisors, LLC 0.05% Add +23.0% 3,028 $899K
Hanson & Doremus Investment Management 0.14% Add +11.6% 3,026 $898K
LongView Wealth Management 0.27% Add +0.3% 3,021 $897K
Knightsbridge Asset Management, LLC 0.21% Reduce -11.3% 3,021 $896K
Scissortail Wealth Management, LLC 0.23% Add +100466.7% 3,017 $895K
Lewis Asset Management, LLC 0.68% Reduce -7.1% 3,017 $895K
StoneX Group Inc. 0.05% Add +86.2% 3,010 $893K
Linscomb Wealth, Inc. 0.04% Reduce -1.2% 3,003 $891K
Authentikos Wealth Advisory, LLC 0.88% New 3,000 $890K
Legacy Wealth Management, LLC / MS 0.35% No change 3,000 $890K
Acima Private Wealth, LLC 0.30% No change 3,000 $890K
Catalyst Funds Management Pty Ltd 0.22% Reduce -55.9% 3,000 $890K
ICONIQ Capital, LLC 0.01% Add +100.9% 2,996 $889K
Outlook Wealth Advisors, LLC 0.26% Add +0.6% 2,993 $888K
Unified Investment Management 1.01% — 2,986 $886K
Portside Wealth Group, LLC 0.15% Reduce -1.8% 2,977 $884K
Purus Wealth Management, LLC 0.35% Reduce -2.7% 2,972 $882K
PDS Planning, Inc 0.08% Add +1.3% 2,967 $880K
Capital Advantage, Inc. 0.16% New 2,965 $880K
Tompkins Financial Corp. 0.08% Add +18.6% 2,964 $880K
Hendley & Co. Inc. 0.31% No change 2,950 $876K
Essex Bank 0.22% Add +1.7% 2,948 $875K
Strategic Blueprint, LLC 0.05% Add +1.7% 2,935 $871K
Centennial Bank 0.41% No change 2,931 $870K
SPC Financial, Inc. 0.08% Add +1.0% 2,929 $869K
MFA Wealth Services 0.70% — 2,925 $868K
PGIM Custom Harvest LLC 0.02% Reduce -35.9% 2,912 $864K
Kavar Capital Partners Group, LLC 0.15% Add +0.1% 2,912 $864K
Cambridge Advisors Inc. 0.19% No change 2,910 $864K
Kingswood Wealth Advisors, LLC 0.06% Reduce -21.0% 2,905 $862K
VeraBank, N.A. 0.24% Add +0.6% 2,866 $851K
Bath Savings Trust Co 0.09% Reduce -6.5% 2,864 $850K
Hobbs Group Advisors, LLC 0.32% No change 2,863 $850K
Blueprint Investment Partners LLC 0.13% Add +122.0% 2,860 $849K
Westmount Partners, LLC 0.26% Reduce -7.7% 2,852 $847K
Arax Advisory Partners 0.05% Add +42.2% 2,852 $846K
Bristol John W & Co. Inc. 0.01% No change 2,851 $846K
Legal Advantage Investments, Inc. 0.45% Reduce -1.7% 2,850 $846K
Banco Santander, S.A. 0.01% Reduce -96.0% 2,834 $841K
Union Bancaire Privee, UBP SA 0.01% — 2,776 $835K
Pinnacle Wealth Planning Services, Inc. 0.13% Reduce -30.2% 2,812 $835K
CoreFirst Bank & Trust 0.50% No change 2,808 $833K
Hager Investment Management Services, LLC 0.52% — 2,805 $832K
Yoffe Investment Management, LLC 1.24% — 2,804 $832K
NFSG Corp 0.21% New 2,803 $832K
McIlrath & Eck, LLC 0.11% No change 2,802 $832K
Kearns & Associates LLC 0.54% No change 2,800 $831K
Pursue Wealth Partners LLC 0.48% No change 2,800 $831K
Guardian Wealth Advisors, LLC / NC 0.07% Add +1.5% 2,795 $830K
Cadent Capital Advisors, LLC 0.29% Add +0.8% 2,788 $828K
Bank Hapoalim BM 0.14% No change 2,778 $824K
Beach Investment Counsel Inc. 0.11% Reduce -59.5% 2,775 $824K
Indiana Trust & Investment Management Co 0.28% Reduce -2.8% 2,762 $820K
Union Savings Bank 0.40% Reduce -2.4% 2,754 $817K
Kane Investment Management, Inc. 0.46% — 2,753 $817K
Borer Denton & Associates, Inc. 0.28% Reduce -1.8% 2,737 $812K
Twin Lakes Capital Management, LLC 0.52% Reduce -6.2% 2,733 $811K
Nilsine Partners, LLC 0.09% Add +5.2% 2,730 $810K
Inceptionr LLC 0.18% Reduce -26.7% 2,729 $810K
Millington Financial Advisors, LLC 0.47% Reduce -6.2% 2,557 $809K
MCF Advisors LLC 0.06% Add +0.8% 2,727 $809K
Midwest Financial Group LLC 0.46% No change 2,723 $808K
Palisades Hudson Asset Management, L.P. 0.34% No change 2,721 $808K
Numerai GP LLC 0.22% Reduce -27.9% 2,715 $806K
Aft, Forsyth & Company, Inc. 0.39% Add +1.7% 2,706 $803K
Hunter Associates Investment Management LLC 0.12% Add +7.1% 2,704 $802K
PFC Capital Group, Inc. 0.39% No change 2,700 $801K
Arrow Financial Corp 0.08% Reduce -3.3% 2,698 $801K
Meeder Asset Management Inc. 0.06% Reduce -91.9% 2,698 $801K
Triangle Securities Wealth Management 0.20% Reduce -0.8% 2,687 $797K
Tritonpoint Wealth, LLC 0.07% Add +0.8% 2,684 $797K
Graves Light Lenhart Wealth, Inc. 0.10% Reduce -3.6% 2,683 $796K
Castleark Management LLC 0.03% Reduce -91.1% 2,675 $794K
Founders Financial Alliance, LLC 0.22% Add +4.2% 2,669 $792K
Atlas Private Wealth Advisors 0.11% Add +0.1% 2,665 $791K
RFP Financial Group LLC 0.31% No change 2,658 $789K
Cherry Tree Wealth Management, LLC 0.19% No change 2,637 $783K
Quantum Portfolio Management LLC 0.42% Reduce -1.5% 2,634 $782K
Bank Pictet & Cie (Europe) AG 0.02% Add +24.9% 2,633 $781K
Strive Asset Management, LLC 0.59% — 2,632 $781K
Marietta Investment Partners LLC 0.17% Reduce -5.5% 2,623 $778K
Cidel Asset Management Inc. 0.05% Reduce -11.5% 2,618 $777K
GTS Securities LLC 0.04% Reduce -56.3% 2,611 $775K
Pathway Financial Advisers, LLC 0.26% Add +3.7% 2,609 $774K
Traphagen Investment Advisors LLC 0.08% Reduce -0.1% 2,601 $772K
Pioneer Trust Bank N A 0.19% No change 2,600 $772K
Duncker Streett & Co. Inc. 0.14% No change 2,600 $772K
OneAscent Financial Services LLC 0.07% Add +75.7% 2,577 $765K
Outfitters Financial LLC 0.61% Reduce -1.9% 2,575 $764K
SkyView Investment Advisors, LLC 0.12% Add +6.1% 2,570 $763K
Fortune Financial Advisors, LLC 0.69% Reduce -1.8% 2,569 $763K
Sippican Capital Advisors 0.55% No change 2,559 $759K
First City Capital Management, Inc. 0.40% Reduce -1.0% 2,557 $759K
Channel Wealth LLC 0.25% Reduce -0.6% 2,556 $759K
McLean Asset Management Corp 0.23% Add +5.9% 2,554 $758K
Accredited Investor Services, LLC 0.61% — 2,553 $758K
Athena Investment Management 0.44% Reduce -3.5% 2,536 $753K
Catalyst Financial Partners LLC 0.14% Add +1.7% 2,527 $750K
Veltria Advisors Corp. 0.31% Reduce -7.4% 2,526 $750K
Burt Wealth Advisors 0.19% Add +0.2% 2,521 $748K
Avantax Planning Partners, Inc. 0.03% Reduce -7.4% 2,519 $748K
Meridian Wealth Advisors, LLC 0.12% No change 2,508 $744K
Pittenger & Anderson Inc. 0.03% Add +16.2% 2,508 $744K
Palogic Value Management, L.P. 0.30% No change 2,506 $744K
Sunbelt Securities, Inc. 0.07% Add +10.3% 2,500 $743K
Ecofi Investissements SA 0.46% Add +22.7% 2,700 $742K
HUB Investment Partners, LLC 0.03% Add +8.0% 2,500 $742K
Accurate Wealth Management, LLC 0.14% Add +13.1% 2,527 $742K
1858 Wealth Management, LLC 0.59% Reduce -0.9% 2,496 $741K
Sage Capital Management, LLC 0.37% No change 2,494 $740K
Auxano Advisors, LLC 0.19% Add +2.0% 2,484 $737K
Washington Trust Bank 0.07% Add +43.3% 2,482 $737K
Stonebridge Capital Advisors LLC 0.06% Add +2.3% 2,478 $736K
Keystone Wealth Services, LLC 0.19% Add +3.2% 2,477 $735K
DT Investment Partners, LLC 0.06% No change 2,475 $735K
Guided Capital Wealth Management, LLC 0.67% — 2,470 $733K
Money Concepts Capital Corp. 0.05% Add +103.6% 2,466 $732K
Millstone Evans Group, LLC 0.50% — 2,462 $731K
Trillium Asset Management, LLC 0.02% Add +1.4% 2,449 $727K
Williamson Legacy Group, LLC 0.48% New 2,449 $727K
Childress Capital Advisors, LLC 0.20% Add +1.3% 2,438 $724K
Waddell & Associates, LLC 0.07% Add +19.6% 2,436 $723K
MWA Asset Management 0.48% Reduce -1.6% 2,418 $718K
Ballast Advisors LLC 0.22% Add +2.2% 2,417 $717K
Colonial River Investments, LLC 0.35% Add +3.9% 2,416 $717K
Wittenberg Investment Management, Inc. 0.28% No change 2,410 $715K
LS Investment Advisors, LLC 0.10% No change 2,406 $714K
Aua Capital Management, LLC 0.46% No change 2,400 $712K
Holowesko Partners Ltd. 0.33% Reduce -33.3% 2,400 $712K
Paradigm Asset Management Co. LLC 0.20% Reduce -41.5% 2,400 $712K
Confluence Investment Management LLC 0.01% No change 2,400 $712K
Westbourne Investment Advisors, Inc. 0.24% No change 2,398 $712K
Sharkey, Howes & Javer 0.10% Add +2.1% 2,386 $708K
Cyndeo Wealth Partners, LLC 0.05% Add +4.3% 2,383 $707K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Add +1.2% 2,379 $706K
Weaver Consulting Group 0.22% No change 2,378 $706K
Marino, Stram & Associates LLC 0.16% Reduce -4.0% 2,376 $705K
Monetary Management Group Inc. 0.18% No change 2,375 $705K
Breakwater Capital Group 0.14% Reduce -3.0% 2,372 $704K
Cooper Financial Group 0.08% Add +38.8% 2,370 $703K
Quotient Wealth Partners, LLC 0.02% Add +16.1% 2,364 $702K
Miller Financial Services LLC 0.59% — 2,360 $700K
Savvy Advisors, Inc. 0.08% Add +26.4% 2,358 $700K
Quantum Financial Advisors, LLC 0.11% Reduce -27.9% 2,358 $700K
Regatta Capital Group, LLC 0.14% Reduce -4.2% 2,356 $699K
WMG Financial Advisors, LLC 0.30% Reduce -0.7% 2,353 $698K
Moisand Fitzgerald Tamayo, LLC 0.10% No change 2,338 $694K
Moser Wealth Advisors, LLC 0.36% No change 2,326 $690K
Raleigh Capital Management Inc. 0.27% Reduce -4.6% 2,323 $690K
Physicians Financial Services, Inc. 0.21% No change 2,320 $689K
Columbia Bank 0.24% Add +1.9% 2,284 $686K
Mechanics Bank Trust Department 0.09% Reduce -13.6% 2,306 $684K
Acropolis Investment Management, LLC 0.04% Reduce -2.2% 2,302 $683K
Silver Lake Advisory, LLC 0.30% Reduce -1.6% 2,285 $678K
Tiemann Investment Advisors, LLC 0.30% Reduce -6.8% 2,284 $678K
Arista Wealth Management, LLC 0.16% Add +1.6% 2,275 $675K
Princeton Global Asset Management LLC 0.13% Reduce -11.0% 2,269 $673K
Apexium Financial, LP 0.04% Add +113.8% 2,268 $673K
Covenant Asset Management, LLC 0.15% No change 2,261 $671K
All Terrain Financial Advisors, LLC 0.26% No change 2,259 $670K
Bar Harbor Wealth Management 0.04% Reduce -5.4% 2,256 $670K
Birch Hill Investment Advisors LLC 0.03% No change 2,250 $668K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.6% 2,247 $667K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -14.9% 2,246 $667K
Dechtman Wealth Management, LLC 0.13% Add +0.2% 2,244 $666K
Seven Mile Advisory 0.42% Add +19.1% 2,243 $666K
Quantum Private Wealth, LLC 0.21% No change 2,240 $665K
Wisconsin Wealth Advisors, LLC 0.98% — 2,240 $665K
Landscape Capital Management, L.L.C. 0.07% Reduce -48.4% 2,238 $664K
Lavaca Capital LLC 0.29% Add +0.2% 2,235 $663K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.8% 2,231 $662K
Partnership Wealth Management, LLC 0.55% Reduce -0.5% 2,226 $661K
Claris Advisors, LLC / Mo / 0.25% Add +113.1% 2,218 $658K
Alteri Wealth LLC 0.18% — 2,218 $658K
Sunburst Financial Group, LLC 0.16% No change 2,212 $656K
Crumly & Associates Inc. 0.18% Reduce -2.3% 2,210 $656K
Aviso Wealth Management 0.33% Add +0.6% 2,208 $655K
Clear Harbor Asset Management, LLC 0.05% Add +10.1% 2,202 $654K
Merriman Wealth Management, LLC 0.03% No change 2,194 $651K
Hazlett, Burt & Watson, Inc. 0.29% Add +2.1% 2,199 $651K
Relyea Zuckerberg Hanson LLC 0.09% Add +2.2% 2,178 $646K
Soltis Investment Advisors LLC 0.06% Reduce -6.4% 2,178 $646K
Coign Capital Advisors LLC 0.59% — 2,171 $644K
Keel Point, LLC 0.05% Add +6.2% 2,166 $643K
Bangor Savings Bank 0.06% Reduce -1.6% 2,164 $642K
Yarbrough Capital, LLC 0.02% No change 2,161 $641K
Signature Estate & Investment Advisors LLC 0.02% Reduce -16.9% 2,156 $640K
Enterprise Financial Services Corp 0.35% Add +2.3% 2,149 $638K
Carnegie Investment Counsel 0.02% Reduce -25.0% 2,147 $637K
Clarendon Private LLC 0.67% — 2,145 $637K
Addison Capital Co 0.25% Reduce -1.6% 2,144 $636K
Phoenix Wealth Advisors 0.28% Reduce -2.1% 2,143 $636K
Opal Wealth Advisors, LLC 0.19% Add +1.6% 2,142 $636K
Signature Wealth Management Partners, LLC 0.44% Reduce -1.6% 2,136 $634K
Wealth Architects, LLC 0.07% Reduce -3.1% 2,135 $634K
Howland Capital Management LLC 0.03% Add +0.3% 2,133 $633K
Adirondack Trust Co. 0.24% Reduce -1.4% 2,119 $629K
Delta Investment Management, LLC 0.12% Reduce -10.0% 2,114 $627K
Philip James Wealth Mangement, LLC 0.08% Add +0.6% 2,112 $627K
Berger Financial Group, Inc 0.04% Add +22.1% 2,110 $626K
Flagship Private Wealth, LLC 0.30% No change 2,106 $625K
Rossmore Private Capital 0.08% No change 2,104 $624K
Astoria Portfolio Advisors LLC. 0.22% Add +2.9% 2,076 $624K
Macroview Investment Management LLC 0.63% No change 2,100 $623K
Security National Bank of So Dak 0.35% No change 2,100 $623K
Sutton Place Investors LLC 0.36% Add +1.3% 2,097 $622K
Waters Parkerson & Co., LLC 0.03% Reduce -0.4% 2,095 $622K
Sand Hill Global Advisors, LLC 0.03% No change 2,095 $622K
Claro Advisors Inc. 0.08% Reduce -5.3% 2,093 $621K
Marshall & Sterling Wealth Advisors Inc. 0.43% — 2,094 $621K
HCR Wealth Advisors 0.08% Add +0.1% 2,078 $617K
Moneco Advisors, LLC 0.07% Add +30.4% 2,076 $616K
Aberdeen Wealth Management LLC 0.42% Reduce -1.7% 2,076 $616K
Horizon Wealth Management, LLC 0.11% Add +0.1% 2,074 $616K
Aries Wealth Management 0.17% Reduce -43.3% 2,073 $615K
Morningstar Investment Management LLC 0.05% No change 2,070 $614K
Legacy Capital Group California, Inc. 0.19% No change 2,068 $614K
Precedent Wealth Partners, LLC 0.20% Add +2.1% 2,064 $613K
Thrive Wealth Management, LLC 0.11% Reduce -0.2% 2,063 $612K
Pure Financial Advisors, LLC 0.01% Add +22.1% 2,060 $611K
LM Advisors LLC 0.11% Reduce -0.1% 2,058 $611K
Richards, Merrill & Peterson, Inc. 0.32% — 2,057 $611K
Founders Financial Securities LLC 0.06% Add +1.4% 2,057 $610K
Stanley-Laman Group, Ltd. 0.09% Add +6.2% 2,056 $610K
Ranch Capital Advisors Inc. 0.29% No change 2,055 $610K
Cypress Capital Group 0.07% Reduce -8.7% 2,052 $609K
Blume Capital Management, Inc. 0.14% Reduce -1.7% 2,049 $608K
Brown, Lisle/Cummings, Inc. 0.18% No change 2,047 $608K
Angeles Wealth Management, LLC 0.05% Add +5.4% 2,040 $605K
Chapin Davis, Inc. 0.20% No change 2,227 $604K
Atala Financial Inc 0.42% — 2,032 $603K
KKM Financial LLC 0.25% No change 2,025 $601K
W.H. Cornerstone Investments Inc. 0.40% New 2,020 $600K
Capital Advisors Inc. 0.01% Reduce -0.6% 2,019 $599K
ORBA Wealth Advisors, L.L.C. 0.31% Add +0.1% 2,017 $599K
BridgePort Financial Solutions, LLC 0.27% — 2,031 $597K
Genesee Capital Advisors, LLC 0.28% Add +14.4% 2,011 $597K
Centiva Capital, LP 0.02% Reduce -83.9% 2,010 $597K
Cassady Schiller Wealth Management, LLC 0.22% Add +1.5% 2,005 $595K
Magnolia Capital Management Ltd. 0.47% No change 2,000 $594K
Pines Wealth Management, LLC 0.26% — 2,025 $594K
Caerus Investment Advisors, LLC 0.56% No change 2,000 $594K
Greenland Capital Management LP 0.12% Reduce -34.3% 2,000 $594K
Harbor Advisors LLC 0.09% No change 2,000 $594K
Prostatis Group LLC 0.17% Reduce -65.9% 1,990 $591K
LMCG Investments, LLC 0.04% Add +2.0% 1,988 $590K
Moss Adams Wealth Advisors LLC 0.06% Add +3.4% 1,988 $590K
TB Alternative Assets Ltd. 0.15% New 1,985 $589K
Perennial Investment Advisors, LLC 0.07% Add +33.5% 1,979 $587K
Allen Investment Management, LLC 0.01% No change 1,976 $586K
Herold Advisors, Inc. 0.13% Add +6.4% 1,972 $586K
LaSalle St. Investment Advisors, LLC 0.18% Reduce -1.9% 1,969 $584K
Good Life Advisors, LLC 0.04% Add +37.5% 1,962 $582K
Balefire, LLC 0.20% Reduce -16.6% 1,942 $580K
Wela Strategies, Inc. 0.25% Add +14.8% 1,947 $578K
Smith, Moore & Co. 0.05% Reduce -4.7% 1,945 $577K
Arcataur Capital Management LLC 0.19% Reduce -0.5% 1,940 $576K
Whitener Capital Management, Inc. 0.16% No change 1,940 $576K
Diversified Enterprises, LLC 0.06% Add +2.0% 1,939 $575K
Independent Family Office, LLC 0.30% No change 1,932 $573K
Fairbanks Capital Management, Inc. 0.36% No change 1,931 $573K
Keudell/Morrison Wealth Management 0.15% No change 1,927 $572K
Summit Global Investments 0.04% Reduce -68.7% 1,924 $571K
Cassaday & Co Wealth Management LLC 0.02% Add +4.7% 1,919 $570K
Vicus Capital 0.05% Add +63.8% 1,913 $568K
Camden National Bank 0.08% Reduce -9.4% 1,912 $567K
Avidian Wealth Enterprises, LLC 0.03% Add +7.0% 1,911 $567K
Drucker Wealth 3.0, LLC 0.13% Reduce -0.1% 1,909 $567K
Sax Wealth Advisors, LLC 0.04% New 1,906 $566K
Waterloo Capital, L.P. 0.06% Reduce -4.3% 1,904 $565K
Cairn Investment Group, Inc. 0.33% No change 1,900 $564K
Mattern Capital Management, LLC 0.07% Add +10.5% 1,899 $564K
Optima Capital LLC 0.39% — 1,897 $563K
Prelude Capital Management, LLC 0.05% Reduce -23.7% 1,895 $562K
Edmond DE Rothschild Holding S.A. 0.01% Add +4.8% 1,892 $562K
Schonfeld Strategic Advisors LLC 0.00% Reduce -71.7% 1,884 $559K
Tower Wealth Partners, Inc. 0.29% Add +21.9% 1,878 $557K
Members Trust Co 0.02% Reduce -7.3% 1,878 $557K
Toth Financial Advisory Corp. 0.07% Reduce -4.5% 1,873 $556K
Ridgecrest Wealth Partners, LLC 0.30% Reduce -15.0% 1,873 $556K
Kozak & Associates, Inc. 0.13% Add +0.2% 1,832 $555K
Trustmark Bank Trust Department 0.04% Add +15.1% 1,868 $554K
Liberty Wealth Management LLC 0.09% Reduce -0.8% 1,865 $554K
Sierra Capital LLC 0.07% Reduce -5.0% 1,863 $553K
Missouri Trust & Investment Co 0.19% Add +5.2% 1,860 $552K
Transcend Capital Advisors, LLC 0.04% Reduce -1.4% 1,858 $551K
Keystone Financial Group 0.05% Add +9.6% 1,853 $550K
Sage Private Wealth Group, LLC 0.41% Reduce -2.6% 1,849 $549K
Mountain Pacific Investment Advisers LLC 0.04% Reduce -1.3% 1,845 $548K
Alta Advisers Ltd 0.35% Add +15.1% 1,842 $547K
Stonegate Investment Group, LLC 0.01% Reduce -35.3% 1,837 $545K
Tobam 0.17% Reduce -25.6% 1,836 $545K
Integrated Advisors Network LLC 0.03% Reduce -3.8% 1,836 $545K
Howe & Rusling Inc. 0.05% No change 1,834 $544K
Maridea Wealth Management LLC 0.18% — 1,831 $543K
Blue Fin Capital, Inc. 0.10% No change 1,824 $541K
Merrion Investment Management Co, LLC 0.38% No change 1,821 $540K
Brady Martz Wealth Solutions, LLC 0.13% — 1,797 $540K
Prairieview Wealth Partners, LLC 0.58% No change 1,818 $540K
West Family Investments, Inc. 0.19% Reduce -1.3% 1,818 $540K
KPP Advisory Services LLC 0.13% No change 1,811 $537K
Strategic Advocates LLC 0.18% Reduce -24.0% 1,807 $536K
BBR Partners, LLC 0.04% Add +43.5% 1,801 $535K
Capital Advisory Group Advisory Services, LLC 0.19% New 1,794 $532K
Cromwell Holdings LLC 0.31% No change 1,793 $532K
Kathmere Capital Management, LLC 0.05% Add +39.6% 1,791 $532K
Wealth Advisory Solutions, LLC 0.15% Add +13.4% 1,788 $531K
Allred Capital Management, LLC 0.21% Add +0.1% 1,788 $531K
Thompson Investment Management, Inc. 0.08% No change 1,781 $529K
Tennessee Valley Asset Management Partners 0.09% Reduce -0.6% 1,781 $528K
Rebalance, LLC 0.04% Add +12.1% 1,776 $527K
Wealthquest Corp 0.04% Add +1.8% 1,768 $525K
Jefferies Financial Group Inc. 0.01% New 1,762 $523K
Mechanics Financial Corp 0.23% No change 1,760 $522K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Add +76.6% 1,757 $521K
Kintra Wealth, LLC 0.36% Add +18.6% 1,751 $520K
Lake Street Private Wealth, LLC 0.08% Reduce -4.0% 1,749 $519K
XML Financial, LLC 0.05% Add +55.1% 1,748 $519K
West Branch Capital LLC 0.17% Add +96.8% 1,746 $518K
Clearstead Trust, LLC 0.11% No change 1,744 $518K
Integrated Investment Consultants, LLC 0.11% Reduce -9.3% 1,743 $517K
Nottingham Advisors, Inc. 0.07% Reduce -1.3% 1,742 $517K
Ellis Investment Partners, LLC 0.10% Reduce -17.3% 1,737 $516K
Barton Investment Management 0.05% Reduce -8.7% 1,735 $515K
Nicolet Advisory Services, LLC 0.05% Add +5.1% 1,743 $511K
Agate Pass Investment Management, LLC 0.23% Reduce -8.8% 1,720 $510K
Foster & Motley Inc. 0.03% Add +2.1% 1,716 $509K
Severin Investments, LLC 0.51% — 1,714 $509K
Zevenbergen Capital Investments LLC 0.01% No change 1,700 $505K
Aveo Capital Partners, LLC 0.06% New 1,699 $504K
Wealthspire Retirement, LLC 0.04% Add +0.1% 1,695 $503K
Investors Research Corp 0.11% Add +1.1% 1,694 $503K
Rothschild Wealth LLC 0.15% Add +0.8% 1,690 $501K
Harbour Trust & Investment Management Co 0.06% No change 1,687 $501K
Gitterman Wealth Management, LLC 0.21% No change 1,686 $500K
Round Rock Advisors LLC 0.10% Add +0.3% 1,685 $500K
Northside Capital Management, LLC 0.13% No change 1,683 $499K
Heritage Investment Group, Inc. 0.09% No change 1,681 $499K
Curi Capital, LLC 0.01% Reduce -27.1% 1,677 $498K
Burney Co./ 0.02% No change 1,676 $497K
Copley Financial Group, Inc. 0.38% Reduce -4.1% 1,671 $496K
Advus Financial Partners, LLC 0.14% Add +0.4% 1,667 $495K
Vista Investment Partners LLC 0.15% No change 1,665 $494K
Dearborn Partners LLC 0.02% Reduce -21.4% 1,661 $493K
Strategy Asset Managers LLC 0.10% No change 1,658 $492K
Corus Family Wealth Advisors 0.33% Add +1.4% 1,654 $491K
Oxbow Advisors, LLC 0.06% Reduce -2.3% 1,653 $491K
Legacy Financial Strategies, LLC 0.11% Add +0.7% 1,643 $490K
Richard W. Paul & Associates, LLC 0.18% Reduce -4.8% 1,651 $490K
First Bancorp, Inc 0.33% Reduce -6.3% 1,649 $489K
Davidson Trust Co. 0.25% Add +13.8% 1,649 $489K
Worth Financial Advisory Group, LLC 0.30% Add +0.2% 1,647 $489K
Northeast Financial Consultants Inc 0.02% Add +94.6% 1,646 $489K
Meadow Creek Wealth Advisors LLC 0.35% Add +1.2% 1,645 $488K
Act Two Investors LLC 0.10% No change 1,645 $488K
Wealth Group, Ltd. 0.32% Reduce -4.3% 1,645 $488K
Acorn Wealth Advisors, LLC 0.20% No change 1,644 $488K
McElhenny Sheffield Capital Management, LLC 0.16% Add +0.4% 1,644 $488K
Impact Capital Partners LLC 0.17% — 1,643 $488K
Aigen Investment Management, LP 0.09% New 1,643 $488K
Trilogy Capital Inc. 0.03% Reduce -0.7% 1,643 $488K
Means Investment Co., Inc. 0.05% Add +0.1% 1,642 $487K
Stonehaven Wealth & Tax Solutions, LLC 0.53% — 1,637 $486K
Kolinsky Wealth Management, LLC 0.30% Add +1.6% 1,637 $486K
Accel Wealth Management 0.18% Reduce -4.0% 1,635 $485K
Steigerwald, Gordon & Koch Inc. 0.05% Add +0.3% 1,634 $485K
Family Capital Management, Inc. 0.29% Add +14.4% 1,629 $484K
Amplius Wealth Advisors, LLC 0.05% Add +5.0% 1,627 $483K
Windsor Capital Management, LLC 0.14% Reduce -5.6% 1,626 $483K
Hemington Wealth Management 0.12% Add +3.4% 1,623 $481K
Sterling Investment Advisors, Ltd. 0.12% Add +0.1% 1,619 $480K
Capital Square, LLC 0.27% Reduce -6.8% 1,489 $478K
Peterson Wealth Services 0.15% Add +0.1% 1,612 $478K
Sovereign Financial Group, Inc. 0.11% Add +9.6% 1,608 $477K
Advisory Alpha, LLC 0.02% Add +51.0% 1,607 $477K
Aire Advisors, LLC 0.10% Add +10.1% 1,607 $477K
Cornell Pochily Investment Advisors, Inc. 0.17% Add +0.1% 1,605 $476K
M3 Advisory Group, LLC 0.34% Add +6.7% 1,605 $476K
Centaurus Financial, Inc. 0.03% Add +21.8% 1,605 $476K
MBL Wealth, LLC 0.05% Reduce -5.7% 1,600 $475K
City Holding Co. 0.07% No change 1,596 $474K
Valmark Advisers, Inc. 0.01% Add +25.9% 1,592 $473K
Central Bank & Trust Co. 0.07% No change 1,591 $472K
Rockbridge Investment Management, LCC 0.06% Add +1.5% 1,590 $472K
KFA Private Wealth Group, LLC 0.20% Add +3.3% 1,584 $470K
Brown Financial Advisors 0.19% Reduce -11.0% 1,583 $470K
LCNB Corp. 0.17% Reduce -4.9% 1,580 $469K
Revolve Wealth Partners, LLC 0.07% Reduce -39.0% 1,580 $469K
Obsidian Cio, LLC 0.09% Add +13.0% 1,578 $468K
Kelman-Lazarov, Inc. 0.08% Reduce -0.2% 1,576 $468K
Birchcreek Wealth Management, LLC 0.29% Reduce -11.4% 1,570 $466K
Monterey Private Wealth, Inc. 0.15% Add +49.2% 1,568 $465K
Fidelity D & D Bancorp Inc. 0.31% Add +18.5% 1,560 $463K
Exencial Wealth Advisors, LLC 0.02% Reduce -10.1% 1,554 $461K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.2% 1,554 $461K
Petros Family Wealth, LLC 0.50% — 1,553 $461K
Objective Capital Management, LLC 0.31% Reduce -10.7% 1,551 $460K
Annex Advisory Services, LLC 0.01% Reduce -0.4% 1,550 $460K
Y.D. More Investments Ltd 0.04% Add +19.4% 1,548 $459K
Bank of Marin 0.36% No change 1,545 $459K
Simplicity Wealth,LLC 0.10% Add +10.1% 1,543 $458K
626 Financial, LLC 0.25% Add +9.6% 1,541 $457K
Centric Wealth Management 0.12% No change 1,534 $455K
Fort Washington Investment Advisors Inc. 0.00% Reduce -9.4% 1,526 $453K
Boit C F David 0.23% No change 1,525 $453K
Motco 0.05% Reduce -26.7% 1,525 $453K
Investor's Fiduciary Advisor Network, LLC 0.17% — 1,525 $452K
MV Capital Management, Inc. 0.05% Add +0.1% 1,522 $452K
OneAscent Family Office, LLC 0.82% — 1,519 $451K
Zions Bancorporation, N.A. 0.03% Add +2.4% 1,510 $448K
Northwest Bancshares, Inc. 0.08% No change 1,509 $448K
Howard Financial Services, LTD. 0.06% Add +38.1% 1,507 $447K
Bison Wealth, LLC 0.10% Reduce -62.3% 1,501 $446K
Navera Investment Management Ltd. 0.01% No change 1,500 $445K
Spahn Wealth & Retirement LLC 0.29% — 1,500 $445K
Wimmer Associates 1, LLC 0.22% No change 1,500 $445K
Bramshill Investments, LLC 0.07% New 1,500 $445K
Compass Ion Advisors, LLC 0.05% No change 1,500 $445K
Asset Advisors Investment Management, LLC 0.05% No change 1,500 $445K
Professional Advisory Services Inc. 0.06% No change 1,500 $445K
Bahl & Gaynor LLC 0.00% Reduce -4.9% 1,498 $445K
Drive Wealth Management, LLC 0.11% Add +4.6% 1,495 $444K
Walker Asset Management, LLC 0.27% Add +0.2% 1,492 $443K
CYBER HORNET ETFs LLC 0.42% Add +1.0% 1,492 $443K
Integrated Quantitative Investments LLC 0.22% — 1,490 $442K
Maia Wealth LLC 0.09% Add +6.1% 1,392 $441K
Hamilton Capital, LLC 0.03% Reduce -0.3% 1,483 $440K
Delta Asset Management LLC 0.04% Reduce -0.3% 1,481 $440K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,481 $440K
Certuity, LLC 0.05% Add +46.0% 1,478 $439K
First Business Financial Services, Inc. 0.04% No change 1,468 $436K
Callan Capital, LLC 0.03% Reduce -11.8% 1,465 $435K
Elevated Capital Advisors, LLC 0.12% Reduce -0.5% 1,464 $434K
Enclave Advisors LLC 0.07% Add +0.1% 1,463 $434K
Fragasso Financial Advisors Inc 0.03% Add +4.5% 1,456 $432K
First National Corp. /Ma/ 0.10% Reduce -1.0% 1,456 $432K
James J. Burns & Company, LLC 0.08% Add +25.5% 1,455 $432K
HHM Wealth Advisors, LLC 0.06% Reduce -2.2% 1,453 $431K
Nautilus Advisors LLC 0.34% — 1,453 $431K
RiverFront Investment Group, LLC 0.01% Add +34.2% 1,451 $431K
Sivia Capital Partners, LLC 0.21% Reduce -1.4% 1,450 $430K
Skba Capital Management LLC 0.07% Reduce -6.5% 1,450 $430K
Austin Wealth Management, LLC 0.09% Add +10.4% 1,374 $429K
Capital Asset Advisory Services LLC 0.02% Reduce -1.2% 1,416 $429K
Crew Capital Management, Ltd 0.36% No change 1,445 $429K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +5.3% 1,443 $428K
CPC Advisors, LLC 0.06% Add +0.7% 1,443 $428K
JFS Wealth Advisors, LLC 0.03% Reduce -7.6% 1,443 $428K
East Coast Asset Management, LLC. 0.14% No change 1,442 $428K
Financial Advisors, LLC 0.08% No change 1,440 $427K
Fairfield, Bush & Co. 0.25% No change 1,430 $424K
Heritage Wealth Advisors 0.02% Add +0.3% 1,430 $424K
OneAscent Wealth Management LLC 0.17% Reduce -4.5% 1,428 $424K
Silver Oak Securities, Incorporated 0.04% Add +2.5% 1,424 $423K
Garner Asset Management Corp 0.19% No change 1,421 $422K
Westover Capital Advisors, LLC 0.09% Reduce -1.4% 1,420 $421K
Forza Wealth Management, LLC 0.19% Reduce -9.6% 1,416 $420K
Patten Group, Inc. 0.09% No change 1,416 $420K
Terra Nova Asset Management LLC 0.32% Add +0.2% 1,416 $420K
Physician Wealth Advisors, Inc. 0.07% Reduce -1.5% 1,413 $419K
Ancora Advisors LLC 0.01% Add +3.8% 1,412 $419K
Retirement Planning Group, LLC 0.02% Add +2.3% 1,411 $419K
Sandy Cove Advisors, LLC 0.16% Add +6.9% 1,400 $415K
Compass Capital Corp. /Ma/ 0.16% — 1,304 $415K
Five Oceans Advisors 0.19% Reduce -4.6% 1,397 $415K
Greenwich Wealth Management LLC 0.03% Add +34.3% 1,394 $414K
Texas Capital Bank Wealth Management Services Inc 0.04% New 1,391 $413K
Independent Solutions Wealth Management, LLC 0.09% Reduce -0.8% 1,391 $413K
Hyperion Capital Advisors LP 0.21% Reduce -17.9% 1,380 $410K
E Fund Management Co., Ltd. 0.02% Add +65.0% 1,378 $409K
Optas, LLC 0.09% Reduce -7.0% 1,375 $408K
Baron Silver Stevens Financial Advisors, LLC 0.07% Add +17.0% 1,374 $408K
Breed's Hill Capital LLC 0.21% Add +48.0% 1,373 $407K
First Financial Bank - Trust Division 0.04% No change 1,372 $407K
Heritage Wealth Management, Inc. 0.14% Reduce -2.8% 1,369 $406K
17 Capital Partners, LLC 0.26% No change 1,368 $406K
Legacy Private Trust Co. 0.03% No change 1,365 $405K
Tillman Hartley LLC 0.12% Reduce -5.2% 1,360 $404K
Houlihan Financial Resource Group, Ltd. 0.17% No change 1,357 $403K
KLCM Advisors, Inc. 0.05% Reduce -4.9% 1,358 $403K
FourThought Financial Partners, LLC 0.04% New 1,357 $403K
Convergence Investment Partners, LLC 0.09% Reduce -0.7% 1,357 $403K
Willner & Heller, LLC 0.35% Add +5.7% 1,356 $402K
Eagle Harbor Asset Management Inc. 0.40% No change 1,356 $402K
Colonial Trust Advisors 0.04% No change 1,356 $402K
CenterStar Asset Management, LLC 0.88% New 1,356 $402K
Polymer Capital Management (US) LLC 0.13% — 1,353 $402K
NORTHSTAR ASSET MANAGEMENT Co 0.09% Reduce -8.5% 1,350 $401K
Burns J W & Co. Inc. 0.05% No change 1,350 $401K
Tyche Wealth Partners LLC 0.08% Add +0.8% 1,345 $399K
Caitong International Asset Management Co., Ltd 0.39% — 1,337 $397K
Vestmark Advisory Solutions, Inc. 0.01% New 1,333 $396K
Pacific Capital Wealth Advisors, Inc. 0.07% Reduce -3.1% 1,332 $395K
Cary Street Partners Investment Advisory LLC 0.26% Reduce -95.0% 1,327 $394K
Sittner & Nelson, LLC 0.17% Add +0.1% 1,324 $393K
Walkner Condon Financial Advisors LLC 0.08% Reduce -0.6% 1,322 $392K
Capital Advisors, Ltd. LLC 0.05% Add +2.8% 1,317 $391K
Great Diamond Partners, LLC 0.10% Add +0.1% 1,317 $391K
Summit Asset Management, LLC 0.07% No change 1,315 $390K
North Star Asset Management Inc. 0.02% No change 1,312 $389K
Heritage Financial Services, LLC 0.05% No change 1,311 $389K
Murphy, Middleton, Hinkle & Parker, Inc. 0.22% No change 1,306 $388K
Trust Co of the South 0.08% Reduce -11.4% 1,306 $388K
Alpha Family Trust 0.22% No change 1,305 $387K
Kapstone Financial Advisors LLC 0.21% No change 1,227 $387K
Puzo Michael J 0.11% No change 1,300 $386K
Wexford Capital LP 0.10% No change 1,300 $386K
Fagan Associates, Inc. 0.06% No change 1,300 $386K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.1% 1,298 $385K
Alta Wealth Advisors LLC 0.17% New 1,298 $385K
Advisors Management Group Inc. 0.09% Reduce -1.7% 1,298 $385K
Householder Group Estate & Retirement Specialist, LLC 0.29% Reduce -40.0% 1,297 $384K
True North Advisors, LLC 0.09% Add +12.4% 1,293 $384K
Stockman Wealth Management, Inc. 0.06% Add +1.0% 1,283 $381K
Mainstream Capital Management LLC 0.27% Reduce -0.3% 1,282 $380K
Reyes Financial Architecture, Inc. 0.30% — 1,280 $380K
One Wealth Advisors, LLC 0.06% Add +2.4% 1,280 $380K
FIL Ltd 0.00% Add +16.1% 1,280 $380K
4J Wealth Management LLC 0.31% No change 1,278 $379K
Armstrong Advisory Group, Inc. 0.03% Reduce -12.5% 1,278 $379K
Tortoise Investment Management, LLC 0.04% Add +1.2% 1,277 $379K
Brandywine Oak Private Wealth LLC 0.04% Add +0.2% 1,277 $379K
Southeast Asset Advisors, LLC 0.05% Add +0.2% 1,275 $378K
Mayfair Advisory Group, LLC 0.22% No change 1,273 $378K
Private Portfolio Partners LLC 0.07% Reduce -13.5% 1,273 $378K
Oxford Financial Group, LTD. LLC 0.02% Reduce -9.4% 1,272 $378K
Taika Capital, LP 0.29% New 1,270 $377K
Ruggaard & Associates LLC 0.17% Reduce -34.7% 1,270 $377K
ETF Portfolio Partners, Inc. 0.11% No change 1,269 $377K
Centerpoint Advisory Group 0.36% — 1,264 $375K
Mendel Capital Management LLC 0.23% Add +6.0% 1,264 $375K
Cottonwood Capital Advisors, LLC 0.27% Add +18.2% 1,260 $374K
Manchester Financial Inc. 0.08% No change 1,257 $373K
Sterneck Capital Management, LLC 0.20% Add +31.6% 1,257 $373K
Silverlake Wealth Management LLC 0.14% Reduce -30.6% 1,256 $373K
Redmond Asset Management, LLC 0.09% New 1,252 $372K
Vigilare Wealth Management 0.15% Reduce -7.1% 1,251 $371K
Ashton Thomas Securities, LLC 0.10% Add +7.8% 1,254 $371K
Liberty Square Wealth Partners LLC 0.14% — 1,193 $371K
Flow Traders U.S. LLC 0.01% New 1,251 $371K
Kimelman & Baird, LLC 0.03% Reduce -12.3% 1,250 $371K
Tanglewood Legacy Advisors, LLC 0.16% No change 1,247 $370K
Libra Wealth LLC 0.14% Reduce -4.2% 1,245 $370K
Lionshead Wealth Management, LLC 0.27% — 1,242 $369K
EPG Wealth Management LLC 0.10% Reduce -5.0% 1,240 $368K
Blue Square Asset Management, LLC 0.18% No change 1,240 $368K
Florida Financial Advisors, LLC 0.16% Add +24.8% 1,235 $367K
Voya Financial Advisors, Inc. 0.04% Add +12.9% 1,230 $366K
Family Firm, Inc. 0.08% Add +0.2% 1,231 $365K
Gallagher Fiduciary Advisors, LLC 0.07% New 1,230 $365K
Rosenberg Matthew Hamilton 0.09% Add +10.1% 1,229 $365K
Peachtree Investment Partners, LLC 0.14% Reduce -12.8% 1,229 $365K
BankPlus Trust Department 0.12% — 1,228 $364K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +0.7% 1,226 $364K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -0.5% 1,225 $364K
Apollon Financial, LLC 0.09% New 1,225 $364K
Heartland Bank & Trust Co 0.20% No change 1,225 $364K
City State Bank 0.13% Add +1.1% 1,223 $363K
Sfmg, LLC 0.03% New 1,222 $363K
Key Financial Inc 0.08% No change 1,222 $363K
Wealth Management Partners, LLC 0.16% No change 1,220 $362K
Middleton & Co. Inc. 0.04% No change 1,219 $362K
Nwam LLC 0.02% Reduce -6.0% 1,218 $362K
Heartwood Wealth Advisors LLC 0.04% Reduce -0.3% 1,218 $361K
Canandaigua National Trust Co of Florida 0.28% New 1,216 $361K
Firestone Capital Management 0.09% No change 1,215 $361K
Versant Capital Management, Inc 0.08% Add +29.7% 1,210 $359K
Bouchey Financial Group, Ltd. 0.03% Reduce -5.2% 1,207 $358K
Values First Advisors, Inc. 0.20% New 1,207 $358K
Novare Capital Management LLC 0.03% Add +7.3% 1,204 $357K
Hoxton Planning & Management, LLC 0.14% Add +0.5% 1,204 $357K
Regent Peak Wealth Advisors LLC 0.08% Add +2.2% 1,201 $356K
Lafayette Investments, Inc. 0.08% Reduce -9.4% 1,201 $356K
Stegent Equity Advisors, Inc. 0.36% Add +1.9% 1,200 $356K
Omega Financial Group, LLC 0.13% No change 1,200 $356K
Wolverine Asset Management LLC 0.03% New 1,200 $356K
Ausdal Financial Partners, Inc. 0.03% Add +21.5% 1,199 $356K
Vishria Bird Financial Group, LLC 0.12% No change 1,197 $355K
Capital Market Strategies LLC 0.20% No change 1,193 $354K
Formidable Asset Management, LLC 0.06% No change 1,192 $354K
BTC Capital Management, Inc. 0.03% Reduce -5.2% 1,087 $352K
Alliance Wealth Advisors, LLC 0.09% Reduce -0.3% 1,183 $351K
Strategic Family Wealth Counselors, L.L.C. 0.11% Add +46.4% 1,177 $349K
Nadler Financial Group, Inc. 0.04% No change 1,177 $349K
Montgomery Investment Management Inc. 0.14% No change 1,175 $349K
One Day In July LLC 0.04% No change 1,175 $349K
Truvestments Capital LLC 0.09% Add +4.3% 1,174 $349K
Sovran Advisors, LLC 0.05% — 1,160 $348K
Valley National Advisers Inc. 0.06% Add +6.5% 1,172 $347K
1900 Wealth Management LLC 0.03% No change 1,165 $346K
Silvia McColl Wealth Management, LLC 0.26% No change 1,165 $346K
Encompass Wealth Advisors, LLC 0.14% Reduce -1.4% 1,164 $345K
Burton Enright Welch 0.07% Add +0.1% 1,163 $345K
CVA Family Office, LLC 0.05% Add +9.4% 1,157 $343K
FLC Capital Advisors 0.08% No change 1,155 $343K
E&G Advisors, LLC 0.09% Reduce -8.0% 1,151 $342K
Gryphon Financial Partners LLC 0.05% Reduce -10.4% 1,150 $341K
Berbice Capital Management LLC 0.27% — 1,150 $341K
Global Financial Private Client, LLC 0.13% Add +1.1% 1,150 $341K
Weybosset Research & Management LLC 0.12% No change 1,150 $341K
Northwest Wealth Management, LLC 0.07% Reduce -2.7% 1,148 $341K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -2.1% 1,143 $339K
Brass Tax Wealth Management, Inc. 0.07% Reduce -8.0% 1,140 $338K
Balentine LLC 0.01% No change 1,139 $338K
Certified Advisory Corp 0.04% No change 1,136 $337K
AGH Wealth Advisors, LLC 0.31% — 1,136 $337K
Clifford Group, LLC 0.26% No change 1,136 $337K
Keebeck Wealth Management 0.05% Reduce -27.3% 1,133 $336K
Hudock, Inc. 0.06% No change 1,131 $336K
Uptown Financial Advisors LLC 0.36% — 1,127 $334K
Old Port Advisors 0.10% Add +0.2% 1,124 $334K
Obsidian Personal Planning Solutions LLC 0.16% Reduce -0.1% 1,046 $332K
Safeguard Financial, LLC 0.07% Reduce -14.7% 1,116 $331K
Ehrlich Financial Group 0.24% Add +0.7% 1,116 $331K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% No change 1,116 $331K
Connecticut Wealth Management, LLC 0.02% Add +28.2% 1,115 $331K
Alpha Cubed Investments, LLC 0.02% Reduce -33.0% 1,111 $330K
Shum Financial Group, Inc. 0.28% Add +17.6% 1,109 $329K
Seeds Investor LLC 0.09% Reduce -2.6% 1,108 $329K
Aprio Wealth Management, LLC 0.05% Add +6.5% 1,108 $329K
Strait & Sound Wealth Management LLC 0.15% No change 1,107 $329K
Park Edge Advisors, LLC 0.10% New 1,102 $327K
Ariston Services Group 0.28% Reduce -27.7% 1,099 $326K
Gateway Wealth Partners, LLC 0.08% New 1,097 $326K
Blueshift Asset Management, LLC 0.12% Reduce -52.1% 1,096 $325K
Godsey & Gibb, Inc. 0.03% Reduce -10.7% 1,096 $325K
Arlington Trust Co LLC 0.07% Add +72.3% 1,091 $324K
Main Street Financial Solutions, LLC 0.03% Add +19.4% 1,090 $323K
Humankind Investments LLC 0.08% Reduce -8.8% 1,089 $323K
Paragon Capital Management Ltd 0.06% No change 1,087 $323K
Patrick M Sweeney & Associates, Inc. 0.24% Add +0.4% 1,086 $322K
Glass Jacobson Investment Advisors llc 0.11% No change 1,085 $322K
Aspetuck Financial Management LLC 0.25% — 1,085 $322K
Vista Investment Management 0.12% Add +2.5% 1,084 $322K
Bestgate Wealth Advisors, LLC 0.65% — 1,084 $322K
Buckley Wealth Management, LLC 0.10% Reduce -1.2% 1,084 $322K
Bristlecone Advisors, LLC 0.02% No change 1,076 $319K
Ascentis Independent Advisors 0.06% Reduce -27.7% 1,076 $319K
NorthStar Asset Management LLC 0.20% Add +0.2% 1,075 $319K
NDVR, Inc. 0.31% Add +10.5% 1,074 $319K
Caas Capital Management LP 0.26% New 1,070 $318K
May Hill Capital, LLC 0.12% — 1,070 $318K
Stonebridge Financial Group, LLC 0.03% — 1,068 $317K
Abacus Planning Group, Inc. 0.06% No change 1,066 $316K
D'Orazio & Associates, Inc. 0.05% Add +2.9% 1,065 $316K
PCA Investment Advisory Services Inc. 0.15% No change 1,059 $314K
Saxony Capital Management, LLC 0.28% Add +3.6% 1,058 $314K
Spartan Planning & Wealth Management 0.29% — 1,058 $314K
Guyasuta Investment Advisors Inc. 0.02% No change 1,055 $313K
Lineweaver Wealth Advisors, LLC 0.06% Reduce -5.1% 1,051 $313K
Monument Capital Management 0.09% Add +5.3% 1,050 $312K
Alan B Lancz & Associates, Inc. 0.32% No change 1,050 $312K
Conway Capital Management, Inc. 0.14% Add +16.7% 1,050 $312K
Avantra Family Wealth, Inc. 0.29% — 1,049 $311K
CJM Wealth Advisers, Ltd. 0.10% No change 1,049 $311K
Gallacher Capital Management LLC 0.15% Add +9.3% 1,049 $311K
Capital Investment Advisory Services, LLC 0.03% Add +7.0% 1,048 $311K
Delta Financial Advisors LLC 0.12% No change 1,046 $311K
Shepherd Financial Partners LLC 0.04% Add +1.6% 1,045 $310K
SevenBridge Financial Group, LLC 0.06% Add +8.6% 1,000 $310K
Wealthstar Advisors, LLC 0.13% — 1,041 $309K
Abel Hall, LLC 0.20% Add +2.9% 1,040 $309K
Northwest Quadrant Wealth Management, LLC 0.07% Add +35.7% 1,038 $308K
Flagship Wealth Advisors, LLC 0.18% — 1,036 $308K
BIP Wealth, LLC 0.02% Add +2.4% 1,031 $306K
Parr McKnight Wealth Management Group, LLC 0.04% — 1,026 $305K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 1,026 $305K
Stonebridge Capital Management Inc. 0.12% No change 1,020 $303K
Samalin Investment Counsel, LLC 0.13% Add +33.7% 1,019 $303K
Hopwood Financial Services, Inc. 0.23% — 1,017 $302K
Princeton Capital Management LLC 0.09% Add +1.6% 1,016 $302K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -77.8% 1,014 $301K
Eagle Bay Advisors LLC 0.19% Reduce -37.5% 1,013 $301K
KG Capital Management 0.10% Reduce -2.0% 1,012 $300K
Old Second National Bank of Aurora 0.07% Add +1.0% 1,010 $300K
Secure Asset Management, LLC 0.05% New 1,007 $299K
Mine & Arao Wealth Creation & Management, LLC. 0.14% No change 1,005 $298K
Founders Grove Wealth Partners, LLC 0.09% — 1,005 $298K
CRA Financial Services, LLC 0.05% Reduce -1.2% 1,005 $298K
ZEGA Investments, LLC 0.09% — 928 $298K
Gsa Capital Partners LLP 0.02% Reduce -62.1% 1,005 $298K
Pinnacle West Asset Management, Inc. 0.21% No change 1,000 $297K
TrinityBridge Ltd 0.01% No change 1,001 $297K
Dempze Nancy E 0.17% No change 1,000 $297K
Aurdan Capital Management, LLC 0.11% — 1,000 $297K
Correct Capital Wealth Management 0.06% Add +19.7% 996 $296K
Mezzasalma Advisors, LLC 0.09% Add +2.5% 990 $294K
Independence Bank of Kentucky 0.05% Reduce -2.5% 990 $294K
Allied Investment Advisors, LLC 0.06% New 989 $294K
West Michigan Advisors, LLC 0.09% Add +5.8% 988 $293K
WR Wealth Planners, LLC 0.09% Reduce -5.6% 987 $293K
TFB Advisors LLC 0.08% Reduce -3.1% 987 $293K
Alesco Advisors, LLC, An ESL Co 0.01% No change 985 $292K
Park Capital Management, LLC / WI 0.35% — 982 $292K
NavPoint Financial, Inc. 0.23% No change 981 $291K
Regal Investment Advisors LLC 0.02% Reduce -21.1% 980 $291K
Arbor Trust Wealth Advisors, LLC 0.14% No change 980 $291K
New Republic Capital, LLC 0.19% Add +10.9% 977 $290K
Sunpointe, LLC 0.15% Add +14.1% 977 $290K
Cowa, LLC 0.14% No change 975 $289K
Fairvoy Private Wealth, LLC 0.08% — 975 $289K
Central Valley Advisors, LLC 0.13% No change 967 $287K
Claris Financial LLC 0.19% — 964 $286K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Reduce -0.5% 962 $286K
Royal Fund Management, LLC 0.03% Reduce -0.7% 962 $286K
Harbor Group, Inc. 0.06% Add +0.2% 958 $284K
New Covenant Trust Company, N.A. 0.28% Reduce -1.8% 956 $284K
Bravias Capital Group, LLC 0.23% — 895 $284K
First Nebraska Trust Co 0.03% No change 955 $283K
Octavia Wealth Advisors, LLC 0.03% No change 948 $281K
Providence Capital Advisors, LLC 0.06% Add +23.1% 948 $281K
Roberts Wealth Advisors, LLC 0.09% New 900 $281K
Ackerman Capital Advisors, LLC 0.07% No change 946 $281K
AlphaCore Capital LLC 0.06% Add +19.8% 945 $280K
Perpetual Ltd 0.00% Add +0.1% 945 $280K
Smith Chas P & Associates Pa Cpas 0.02% No change 944 $280K
Old North State Trust, LLC 0.18% New 943 $280K
Hall Laurie J Trustee 0.09% Reduce -25.3% 944 $280K
Betterment LLC 0.00% New 944 $280K
Barlow Wealth Partners, LLC 0.04% No change 896 $280K
Whelan Financial 0.11% New 942 $280K
Second Half Financial Partners, LLC 0.14% Reduce -5.6% 941 $279K
General Partner, Inc. 0.17% No change 936 $278K
Marest Capital, LLC 0.22% Add +0.3% 936 $278K
HC Advisors, LLC 0.22% New 935 $278K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 932 $277K
Apella Capital, LLC 0.01% Reduce -3.0% 931 $276K
IPG Investment Advisors LLC 0.06% Reduce -87.5% 930 $276K
FWG Holdings, LLC 0.13% No change 871 $276K
Broadway Wealth Solutions, Inc. 0.21% — 929 $276K
Mirador Capital Partners LP 0.05% Reduce -5.4% 929 $276K
Meritage Portfolio Management 0.02% Add +2.2% 929 $276K
Phillips Wealth Planners LLC 0.28% Add +11.4% 940 $276K
Wedge Capital Management L L P 0.00% No change 926 $275K
Debussy Capital Management LP 0.04% Reduce -17.6% 866 $274K
WT Wealth Management 0.09% No change 923 $274K
TFC Financial Management, Inc. 0.04% Reduce -10.2% 922 $274K
Edgemoor Investment Advisors, Inc. 0.02% No change 921 $273K
Stephenson & Company, Inc. 0.18% No change 918 $272K
Port Capital LLC 0.01% Reduce -3.0% 917 $272K
First Heartland Consultants, Inc. 0.03% Add +7.5% 913 $271K
Marshall Financial Group, LLC 0.07% Reduce -2.6% 911 $270K
Visionary Wealth Advisors 0.02% Reduce -7.3% 911 $270K
Kentucky Trust Co 0.16% — 910 $270K
Trivium Point Advisory, LLC 0.03% Reduce -5.8% 909 $270K
Meridian Investment Counsel Inc. 0.08% New 903 $268K
Accretive Wealth Partners, LLC 0.11% No change 900 $267K
Talbot Financial, LLC 0.03% No change 900 $267K
PFG Private Wealth Management, LLC 0.15% Reduce -2.7% 899 $267K
Probity Advisors, Inc. 0.05% Reduce -14.7% 898 $267K
Quadcap Wealth Management, LLC 0.04% Add +0.3% 897 $266K
Castle Rock Wealth Management, LLC 0.06% Add +2.3% 851 $265K
Pacific Global Investment Management Co. 0.34% Reduce -97.3% 891 $264K
Farmers & Merchants Investments Inc. 0.01% Reduce -10.4% 890 $264K
Everpar Advisors LLC 0.13% Reduce -10.7% 887 $263K
FDx Advisors, Inc. 0.08% Reduce -20.0% 886 $263K
Ellenbecker Investment Group 0.05% New 883 $262K
German American Bancorp, Inc. 0.03% Add +0.3% 882 $262K
Latitude Advisors, LLC 0.15% Reduce -1.3% 881 $262K
Bellwether Advisors, LLC 0.05% No change 879 $261K
N.E.W. Advisory Services LLC 0.02% No change 877 $260K
Prospect Hill Management, LLC 0.11% No change 875 $260K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -5.4% 874 $259K
Intrust Bank NA 0.03% Reduce -2.6% 872 $259K
Lumbard & Kellner, LLC 0.11% No change 870 $258K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 869 $258K
DeDora Capital, Inc. 0.07% No change 868 $258K
Sonora Investment Management Group, LLC 0.02% Add +2.3% 863 $256K
Mustard Seed Financial, LLC 0.21% No change 863 $256K
Clark Financial Services Group Inc. 0.20% Add +7.1% 864 $256K
JGP Wealth Management, LLC 0.03% Reduce -0.3% 861 $256K
Cornerstone Advisory, LLC 0.03% New 821 $255K
Smith & Howard Wealth Management, LLC 0.07% No change 861 $255K
Longboard Asset Management, LP 0.68% — 860 $255K
Osterweis Capital Management Inc. 0.02% No change 858 $255K
Sandbox Financial Partners, LLC 0.08% Add +3.0% 857 $254K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -1.1% 857 $254K
Weatherly Asset Management L. P. 0.02% Reduce -66.4% 855 $254K
Ascentis Wealth Management, LLC 0.09% Reduce -6.2% 853 $253K
Graham Capital Management, L.P. 0.01% Reduce -96.3% 852 $253K
Patton Albertson Miller Group, LLC 0.03% Reduce -14.5% 851 $253K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.3% 851 $253K
Goepper Burkhardt LLC 0.10% No change 850 $252K
Angeles Investment Advisors, LLC 0.01% Reduce -1.1% 850 $252K
Sheets Smith Wealth Management 0.03% Add +0.2% 848 $252K
apricus wealth, LLC 0.16% No change 847 $251K
Becker Capital Management Inc. 0.01% Reduce -81.1% 845 $251K
GWN Securities Inc. 0.07% — 777 $250K
Plante Moran Financial Advisors, LLC 0.02% Reduce -49.0% 840 $249K
Grant/GrossMendelsohn, LLC 0.13% Add +0.2% 839 $249K
SGL Investment Advisors, Inc. 0.13% New 813 $249K
Financial Council, LLC 0.13% No change 838 $249K
DLK Investment Management, LLC 0.10% New 837 $248K
Quantitative Investment Management, LLC 0.02% New 837 $248K
Antonelli Financial Advisors, LLC 0.21% — 835 $248K
Orion Capital Management LLC 0.11% No change 830 $246K
Rothschild Capital Partners, LLC 0.06% New 830 $246K
Oarsman Capital, Inc. 0.04% Reduce -3.0% 830 $246K
Gibbs Wealth Management 0.07% Add +7.9% 829 $246K
Avion Wealth 0.06% Add +23.1% 830 $246K
Jacobsen Capital Management 0.10% No change 827 $245K
Parsons Capital Management Inc. 0.01% No change 826 $245K
BluePointe Capital Management, LLC 0.14% New 825 $245K
DecisionPoint Financial, LLC 0.07% No change 825 $245K
Castleview Partners, LLC 0.13% Add +5.7% 819 $244K
Grey Ledge Advisors, LLC 0.06% Add +0.9% 822 $244K
Tandem Investment Partners LLC 0.23% — 820 $243K
Brown Miller Wealth Management, LLC 0.09% New 820 $243K
Fortress Private Ledger, LLC 0.15% — 820 $243K
Consilium Wealth Advisory, LLC 0.12% No change 819 $243K
Chris Bulman Inc 0.15% Add +6.0% 818 $243K
New England Capital Financial Advisors LLC 0.12% Add +0.1% 816 $242K
TrueWealth Advisors, LLC 0.08% Reduce -57.4% 815 $242K
Onyx Bridge Wealth Group LLC 0.03% Add +0.6% 812 $241K
Retirement Planning Co of New England, Inc. 0.12% Reduce -2.9% 808 $240K
Stiles Financial Services Inc 0.09% Add +0.1% 807 $240K
Legacy Financial Group, Inc. 0.08% No change 807 $240K
Narus Financial Partners, LLC 0.08% Reduce -3.4% 805 $239K
Wallington Asset Management, LLC 0.03% Reduce -3.1% 803 $238K
ELCO Management Co., LLC 0.12% Reduce -5.9% 800 $237K
Bedell Frazier Investment Counselling, LLC 0.06% No change 800 $237K
Boston Research & Management Inc. 0.06% No change 800 $237K
Knollwood Investment Advisory, LLC 0.02% No change 800 $237K
Gilliland Jeter Wealth Management LLC 0.08% Add +0.4% 799 $237K
Hengehold Capital Management LLC 0.02% No change 794 $236K
Compton Wealth Advisory Group, LLC 0.06% No change 794 $236K
Farmers National Bank 0.07% — 793 $235K
King Wealth Management Group 0.03% Reduce -0.6% 792 $235K
Vestor Capital, LLC 0.02% Add +6.3% 792 $235K
Centurion Wealth Management LLC 0.07% No change 790 $234K
IRON Financial LLC 0.13% Add +0.1% 790 $234K
New Wave Wealth Advisors LLC 0.10% Reduce -4.1% 787 $234K
Kelly Financial Services LLC 0.08% No change 785 $233K
Schear Investment Advisers, LLC 0.12% New 784 $233K
WealthShield Partners, LLC 0.03% Reduce -14.9% 783 $232K
Bellecapital International Ltd. 0.04% No change 783 $232K
Executive Wealth Management, LLC 0.02% Add +3.3% 782 $232K
Renasant Bank 0.15% New 780 $231K
First Financial Corp. 0.11% No change 779 $231K
Live Oak Private Wealth LLC 0.04% Add +0.8% 779 $231K
Capital Advisors Wealth Management, LLC 0.04% Add +3.6% 778 $231K
Per Stirling Capital Management, LLC. 0.03% Add +0.1% 776 $230K
49 Wealth Management, LLC 0.03% Reduce -17.2% 776 $230K
David J Yvars Group 0.14% New 775 $230K
Prudent Investors Network, Inc. 0.07% New 773 $229K
MinichMacGregor Wealth Management, LLC 0.05% Reduce -24.6% 772 $229K
American Financial Advisors, LLC 0.03% Reduce -8.9% 771 $229K
SLT Holdings LLC 0.22% — 768 $228K
Wealth Dimensions Group, Ltd. 0.06% New 766 $227K
Facet Wealth, Inc. 0.01% New 717 $227K
Acorns Advisers, LLC 0.00% Add +1.2% 759 $225K
Navis Wealth Advisors, LLC 0.25% Add +1.6% 757 $225K
Tyler-Stone Wealth Management 0.04% Reduce -0.3% 756 $224K
SkyOak Wealth, LLC 0.05% No change 755 $224K
Up Strategic Wealth Investment Advisors LLC 0.22% New 754 $224K
Magnolia Capital Advisors LLC 0.06% Add +0.1% 752 $223K
Cyrus J. Lawrence, LLC 0.04% Add +3.4% 754 $223K
Wedgewood Investors Inc. 0.26% Reduce -0.9% 751 $223K
LexAurum Advisors, LLC 0.04% New 751 $223K
North Berkeley Wealth Management, LLC 0.23% — 750 $223K
LBMC Investment Advisors, LLC 0.02% No change 750 $223K
DF Dent & Co. Inc. 0.00% Reduce -32.1% 750 $223K
Park Square Financial Group, LLC 0.15% — 749 $222K
Shilanski & Associates, Inc. 0.07% No change 749 $222K
Calton & Associates, Inc. 0.10% Reduce -60.9% 748 $222K
Semmax Financial Advisors Inc. 0.06% Add +0.3% 721 $222K
Woodward Diversified Capital, LLC 0.16% Reduce -27.6% 746 $221K
Hexagon Capital Partners LLC 0.04% Reduce -38.3% 744 $221K
Portfolio Design Labs, LLC 0.05% New 743 $221K
Fiducient Advisors LLC 0.03% Reduce -29.0% 743 $221K
CAP Partners, LLC 0.15% Reduce -2.3% 740 $220K
4WEALTH Advisors, Inc. 0.22% — 740 $220K
South Plains Financial, Inc. 0.17% — 738 $219K
Richard P Slaughter Associates Inc 0.05% New 737 $219K
Financial Engines Advisors L.L.C. 0.00% New 737 $219K
Baker Tilly Wealth Management, LLC 0.09% Reduce -1.7% 736 $218K
Root Financial Partners, LLC 0.03% New 734 $218K
Capula Management Ltd 0.00% New 733 $218K
Hofer & Associates. Inc 0.15% New 733 $217K
Medallion Wealth Advisors, LLC 0.11% — 762 $217K
Davis R M Inc. 0.00% Reduce -50.9% 732 $217K
Single Point Partners, LLC 0.05% New 732 $217K
Mendel Money Management 0.10% New 731 $217K
Kellett Wealth Advisors, LLC 0.15% New 729 $216K
Olde Wealth Management, LLC 0.08% New 731 $216K
Ethos Financial Group, LLC 0.03% New 727 $216K
2UniFi Bank 0.14% — 726 $215K
Crescent Grove Advisors, LLC 0.02% Reduce -29.0% 726 $215K
Warren Street Wealth Advisors, LLC 0.09% New 724 $215K
FSM Wealth Advisors, LLC 0.05% New 690 $215K
Pps&v Asset Management Consultants, Inc. 0.15% New 724 $215K
WestHill Financial Advisors, Inc. 0.05% New 723 $215K
Summit Place Financial Advisors, LLC 0.12% New 722 $214K
Horst & Graben Wealth Management LLC 0.04% New 722 $214K
Somerset Trust Co 0.08% Reduce -6.5% 721 $214K
O'Brien Greene & Co. Inc 0.07% New 721 $214K
Ascent Wealth Partners, LLC 0.03% New 720 $214K
Capital Planning LLC 0.06% New 718 $213K
Slocum, Gordon & Co LLP 0.18% No change 718 $213K
Burns Matteson Capital Management, LLC 0.12% Reduce -10.4% 717 $213K
DecisionMap Wealth Management, LLC 0.17% — 715 $212K
Smallwood Wealth Investment Management, LLC 0.15% New 715 $212K
Westside Investment Management, Inc. 0.04% No change 712 $211K
Holcombe Financial, Inc. 0.17% — 712 $211K
BlueStem Wealth Partners, LLC 0.03% — 709 $210K
Canvas Wealth Advisors, LLC 0.05% New 707 $210K
Family Office Research LLC 0.09% — 703 $209K
Eisler Capital Management Ltd. 0.01% — 698 $208K
Catherine Avery Investment Management LLC 0.18% — 700 $208K
Nichols & Pratt Advisers LLP 0.01% New 700 $208K
Itau Unibanco Holding S.A. 0.01% Add +400.0% 700 $208K
Horizon Kinetics Asset Management LLC 0.00% New 700 $208K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 700 $208K
Pointe Capital Management LLC 0.12% New 699 $207K
Pine Harbor Wealth Management, LLC 0.08% New 699 $207K
Omnia Family Wealth, LLC 0.09% New 695 $206K
Innovative Advisory Group, LLC 0.18% — 695 $206K
Sebold Capital Management, Inc. 0.14% New 692 $205K
Veery Capital, LLC 0.08% New 690 $205K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 688 $204K
Vance Wealth, LLC 0.08% New 687 $204K
Gradient Capital Advisors, LLC 0.07% New 686 $204K
Wulff, Hansen & Co. 0.19% New 686 $204K
Klingman & Associates, LLC 0.01% New 683 $203K
Prestige Wealth Management Group LLC 0.04% No change 682 $202K
Talisman Wealth Advisors LLC 0.21% New 676 $200K
Elmwood Wealth Management, Inc. 0.08% New 675 $200K
Hoge Financial Services, LLC 0.15% New 674 $200K
Arkos Global Advisors 0.03% New 675 $200K
LRI Investments, LLC 0.02% No change 671 $199K
Van Hulzen Asset Management, LLC 0.01% New 670 $199K
Fortitude Family Office, LLC 0.07% Add +12.7% 668 $198K
Iron Horse Wealth Management, LLC 0.07% Reduce -3.2% 666 $198K
Westchester Capital Management, Inc. 0.05% Add +17.9% 660 $196K
Bogart Wealth, LLC 0.01% Add +3.3% 657 $195K
Legacy Bridge, LLC 0.10% No change 640 $190K
1620 Investment Advisors, Inc. 0.15% Add +1.6% 639 $190K
WealthCollab, LLC 0.12% No change 638 $189K
Western Pacific Wealth Management, LP 0.15% No change 634 $188K
Avalon Trust Co 0.01% Add +6.5% 634 $188K
Kiely Wealth Advisory Group, Inc. 0.12% No change 600 $186K
Financial Management Professionals, Inc. 0.02% Reduce -6.3% 627 $186K
Stance Capital LLC 0.11% — 625 $185K
Bruce G. Allen Investments, LLC 0.15% Reduce -1.4% 622 $185K
Mascoma Wealth Management LLC 0.05% Reduce -5.9% 621 $184K
Trifecta Capital Advisors, LLC 0.04% No change 616 $183K
Kohmann Bosshard Financial Services, LLC 0.02% New 613 $182K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +22.6% 612 $182K
First Community Trust NA 0.13% Reduce -10.9% 610 $181K
Tidemark, LLC 0.07% Add +14.2% 597 $177K
Rakuten Securities, Inc. 0.07% Add +1.4% 593 $176K
MRP Capital Investments, LLC 0.16% No change 584 $173K
Centricity Wealth Management, LLC 0.16% — 581 $172K
Addison Advisors LLC 0.05% Reduce -8.4% 570 $169K
First Pacific Financial 0.04% Add +0.2% 569 $169K
William B. Walkup & Associates, Inc. 0.11% No change 565 $168K
Security National Bank 0.02% No change 560 $166K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 550 $163K
Sound Income Strategies, LLC 0.01% Reduce -53.1% 546 $162K
West Paces Advisors Inc. 0.04% Add +0.9% 545 $162K
Wintrust Investments LLC 0.14% Reduce -41.9% 535 $159K
VSM Wealth Advisory, LLC 0.06% — 533 $158K
AdvisorNet Financial, Inc 0.01% Reduce -24.1% 515 $153K
Deseret Mutual Benefit Administrators 0.07% Reduce -12.2% 509 $151K
Logan Capital Management Inc. 0.01% Add +0.4% 505 $150K
Creative Capital Management Investments LLC 0.06% Reduce -0.2% 500 $148K
Cape Investment Advisory, Inc. 0.06% Reduce -8.1% 498 $148K
IMG Wealth Management, Inc. 0.13% — 490 $145K
New Millennium Group LLC 0.09% Add +0.2% 490 $145K
JCIC Asset Management Inc. 0.06% No change 470 $139K
First PREMIER Bank 0.04% No change 466 $138K
Rise Advisors, LLC 0.07% Reduce -2.3% 462 $137K
CNB Bank 0.06% No change 458 $136K
Evelyn Partners Investment Management Services Ltd 0.02% — 455 $135K
AlphaQuest LLC 0.02% Reduce -37.0% 453 $134K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 406 $133K
Financial Freedom, LLC 0.07% No change 440 $131K
PrairieView Partners, LLC 0.01% No change 440 $130K
Strategic Investment Solutions, Inc. 0.04% Reduce -0.7% 584 $127K
BNP Paribas 0.00% Add +31.0% 423 $126K
Fairscale Capital, LLC 0.11% No change 419 $124K
Birchbrook, Inc. 0.07% Reduce -16.7% 410 $122K
Hantz Financial Services, Inc. 0.00% No change 408 $121K
Bay Harbor Wealth Management, LLC 0.04% Add +2.0% 404 $120K
Beaird Harris Wealth Management, LLC 0.01% Add +42.2% 401 $119K
Field & Main Bank 0.04% No change 400 $119K
Capital A Wealth Management, LLC 0.19% — 378 $112K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 374 $111K
Bell Investment Advisors, Inc 0.02% Add +1.1% 373 $111K
Ironwood Wealth Management, Inc. 0.05% No change 377 $111K
Pacific Center for Financial Services 0.03% Reduce -17.8% 370 $110K
Bernard Wealth Management Corp. 0.05% — 367 $109K
GKV Capital Management Co., Inc. 0.04% — 350 $104K
Salomon & Ludwin, LLC 0.01% Reduce -1.7% 345 $102K
Core Alternative Capital 0.02% No change 344 $102K
High Note Wealth, LLC 0.03% New 342 $102K
Gleason Group, Inc. 0.02% Reduce -16.9% 340 $101K
Atlatl Advisers LLC 0.06% — 330 $98K
Hollencrest Capital Management 0.00% No change 327 $97K
Beacon Capital Management, LLC 0.01% Reduce -3.3% 326 $97K
ORG Partners LLC 0.01% Add +15.3% 317 $94K
Creekmur Asset Management LLC 0.02% No change 317 $94K
Northwest Capital Management Inc 0.04% No change 313 $93K
Creative Financial Designs Inc. 0.01% Reduce -5.5% 311 $92K
Private Wealth Management Group, LLC 0.04% Reduce -1.0% 308 $91K
Gables Capital Management Inc. 0.04% No change 305 $91K
Towne Trust Company, N.A 0.03% No change 302 $90K
FWL Investment Management, LLC 0.03% No change 300 $89K
Crews Bank & Trust 0.01% — 299 $89K
Coppell Advisory Solutions LLC 0.01% Add +4.6% 298 $89K
Covestor Ltd 0.06% Add +10.9% 296 $88K
GW&K Investment Management, LLC 0.00% Add +1.7% 295 $88K
Pinnacle Bancorp, Inc. 0.03% Reduce -23.4% 294 $87K
Global Wealth Strategies & Associates 0.03% No change 294 $87K
Tacita Capital Inc 0.06% Reduce -34.1% 290 $86K
Quest 10 Wealth Builders, Inc. 0.08% — 284 $84K
Hoese & Co LLP 0.07% No change 280 $83K
Richardson Financial Services Inc. 0.06% Reduce -1.1% 279 $83K
Coston, McIsaac & Partners 0.02% No change 279 $82K
Accredited Wealth Management, LLC 0.07% — 275 $82K
Stephens Consulting, LLC 0.02% Reduce -2.5% 274 $81K
Vermillion Wealth Management, Inc. 0.04% — 267 $79K
WPG Advisers, LLC 0.07% — 267 $79K
Loomis Sayles & Co. L P 0.00% New 266 $79K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -9.9% 264 $78K
Wiser Advisor Group LLC 0.11% Add +0.4% 263 $78K
Putney Financial Group LLC 0.07% — 262 $78K
Graney & King, LLC 0.06% — 259 $77K
Wood Tarver Financial Group, LLC 0.03% — 255 $75K
Founders Capital Management 0.05% No change 250 $74K
Criterion Capital Advisors, LLC 0.05% No change 320 $74K
Glen Eagle Advisors, LLC 0.01% No change 249 $74K
AllSquare Wealth Management LLC 0.04% No change 244 $72K
FSA Wealth Management LLC 0.03% No change 243 $72K
Ameriflex Group, Inc. 0.03% — 220 $70K
Financial Perspectives, Inc 0.02% No change 231 $68K
Hillsdale Investment Management Inc. 0.00% New 230 $68K
Winthrop Capital Management, LLC 0.02% No change 230 $68K
WFA Asset Management Corp 0.04% Add +38.9% 225 $67K
Sachetta, LLC 0.03% Add +0.5% 220 $65K
Fairman Group, LLC 0.05% No change 220 $65K
JNBA Financial Advisors 0.01% No change 214 $64K
Raffa Wealth Management, LLC 0.01% Add +56.9% 204 $61K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 203 $60K
North Ridge Wealth Advisors, Inc. 0.04% New 200 $59K
Transcendent Capital Group LLC 0.03% No change 200 $59K
Chelsea Counsel Co. 0.03% No change 200 $59K
Fairway Wealth LLC 0.03% New 200 $59K
SRH Advisors, LLC 0.02% No change 200 $59K
Dunhill Financial, LLC 0.03% Add +212.7% 197 $58K
Whipplewood Advisors, LLC 0.03% — 196 $58K
Intelligent Financial Strategies 0.03% No change 194 $58K
Atlas Capital Advisors Inc. 0.01% Reduce -27.4% 193 $57K
Albion Financial Group 0.00% Add +86.4% 192 $57K
Wingate Wealth Advisors, Inc. 0.06% — 190 $56K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.03% — 180 $53K
Greenline Partners, LLC 0.01% New 180 $53K
Riverview Trust Co 0.05% No change 178 $53K
Concord Wealth Partners 0.01% Reduce -59.2% 172 $51K
Abound Wealth Management 0.02% Reduce -26.3% 165 $49K
Johnson Financial Group, Inc. 0.00% Reduce -78.0% 153 $49K
Tradewinds Capital Management, LLC 0.01% Add +3.2% 163 $48K
Roxbury Financial LLC 0.05% — 158 $48K
GoalVest Advisory LLC 0.01% Reduce -50.3% 162 $48K
Financial Connections Group, Inc. 0.02% No change 165 $48K
Rialto Wealth Management, LLC 0.02% — 155 $46K
XY Capital Ltd 0.05% New 154 $46K
Main Street Group, LTD 0.02% Add +16.1% 151 $45K
FLP Wealth Management, LLC 0.11% — 139 $41K
Nordwand Advisors, LLC 0.02% No change 135 $40K
GPS Wealth Strategies Group, LLC 0.01% No change 135 $40K
Sierra Ocean, LLC 0.03% — 133 $40K
Canton Hathaway, LLC 0.01% No change 130 $39K
Financial Life Planners 0.03% — 129 $38K
Vermillion & White Wealth Management Group, LLC 0.03% No change 128 $38K
Delos Wealth Advisors, LLC 0.03% Add +26.0% 126 $37K
Curio Wealth, LLC 0.02% — 125 $37K
Archer Investment Corp 0.01% Reduce -3.9% 124 $37K
Activest Wealth Management 0.01% Reduce -21.7% 123 $36K
Consultiva Wealth Management, Corp. 0.18% New 120 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 116 $34K
True Wealth Design, LLC 0.01% Add +5.6% 114 $34K
Murphy & Mullick Capital Management Corp 0.03% — 112 $33K
Sellwood Investment Partners LLC 0.02% — 110 $33K
Bray Capital Advisors 0.01% No change 108 $32K
Granite FO LLC 0.02% No change 104 $31K
REAP Financial Group, LLC 0.01% Add +1.0% 103 $31K
Tucker Asset Management LLC 0.01% Reduce -88.8% 103 $31K
American Capital Advisory, LLC 0.02% No change 101 $30K
ROSS\JOHNSON & Associates LLC 0.69% — 100 $30K
Atticus Wealth Management, LLC 0.01% No change 100 $30K
Park Place Capital Corp 0.01% No change 100 $30K
Stuart Chaussee & Associates, Inc. 0.01% No change 100 $30K
Investment Research & Advisory Group, Inc. 0.01% Add +909.1% 999 $29K
Investment Management Corp. /Va/ 0.03% — 97 $29K
BOK Financial Private Wealth, Inc. 0.00% Reduce -57.1% 91 $27K
Ruedi Wealth Management, Inc. 0.01% No change 90 $27K
TruNorth Capital Management, LLC 0.01% No change 89 $26K
Mowery & Schoenfeld Wealth Management, LLC 0.05% Reduce -48.2% 88 $26K
Cranbrook Wealth Management, LLC 0.01% Add +38.1% 87 $26K
S&T Bank 0.01% New 85 $25K
Estabrook Capital Management 0.00% Reduce -96.3% 84 $25K
Geo Capital Gestora de Recursos Ltd 0.03% No change 78 $23K
Transce3nd, LLC 0.01% — 76 $23K
PFS Partners, LLC 0.01% No change 75 $22K
Ogorek Anthony Joseph /NY/ 0.01% Add +160.0% 65 $19K
Prudent Man Investment Management, Inc. 0.01% — 64 $19K
Anfield Capital Management, LLC 0.01% New 63 $19K
Kennebec Savings Bank 0.02% Reduce -43.4% 60 $18K
Rogco, LP 0.01% No change 60 $18K
Hurley Capital, LLC 0.01% — 54 $17K
Legacy Investment Solutions, LLC 0.01% No change 50 $16K
Legacy Wealth Managment, LLC 0.01% No change 50 $16K
USA Financial Formulas 0.00% Reduce -99.2% 53 $16K
ESL Trust Services, LLC 0.00% No change 50 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 50 $15K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 47 $14K
SJS Investment Consulting Inc. 0.00% Reduce -14.6% 47 $14K
Pacifica Partners Inc. 0.01% No change 45 $13K
Carolinas Wealth Consulting LLC 0.00% No change 45 $13K
FPC Investment Advisory, Inc. 0.01% Add +281.8% 42 $13K
Valued Wealth Advisors LLC 0.01% Reduce -20.0% 44 $13K
Carolina Wealth Advisors, LLC 0.01% No change 44 $13K
Horrell Capital Management, Inc. 0.00% No change 44 $13K
HighMark Wealth Management LLC 0.01% No change 43 $13K
Sugarloaf Wealth Management, LLC 0.00% No change 42 $12K
Robinswood Financial LLC 0.00% No change 41 $12K
Alexis Investment Partners, LLC 0.01% — 40 $12K
Morton Brown Family Wealth, LLC 0.00% No change 40 $12K
Davis Capital Management 0.01% No change 38 $11K
MPWM Advisory Solutions, LLC 0.01% — 36 $11K
HBC Financial Services, PLLC 0.01% No change 36 $10K
Gold Investment Management Ltd. 0.00% No change 33 $10K
Red Tortoise LLC 0.01% No change 32 $9K
Clark Wealth Partners 0.01% — 30 $9K
Operose Advisors LLC 0.00% Reduce -76.6% 30 $9K
Valley Wealth Managers, Inc. 0.00% No change 30 $9K
Frazier Financial Advisors, LLC 0.01% Reduce -31.7% 28 $8K
Halbert Hargrove Global Advisors, LLC 0.00% New 28 $8K
Financial Network Wealth Advisors LLC 0.01% Reduce -90.9% 27 $8K
Modus Advisors, LLC 0.00% New 27 $8K
Aviso Financial Inc. 0.00% Reduce -87.5% 27 $8K
Tsfg, LLC 0.00% No change 28 $8K
Caitlin John, LLC 0.01% No change 25 $8K
First United Bank & Trust 0.00% No change 25 $7K
WealthTrak Capital Management LLC 0.01% — 24 $7K
Atwood & Palmer Inc. 0.00% No change 24 $7K
Your Advocates Ltd., LLP 0.00% No change 20 $6K
IFS Advisors, LLC 0.00% No change 20 $6K
Redwood Park Advisors LLC 0.00% — 18 $5K
Conquis Financial LLC 0.01% — 18 $5K
LSV Asset Management 0.00% New 16 $5K
PayPay Securities Corp 0.19% No change 15 $4K
Principia Wealth Advisory, LLC 0.00% — 15 $4K
Painted Porch Advisors LLC 0.00% New 14 $4K
Pineridge Advisors LLC 0.00% Reduce -13.3% 13 $4K
Winnacle Wealth LLC 0.00% — 13 $4K
Bear Mountain Capital, Inc. 0.00% New 10 $3K
Winch Advisory Services, LLC 0.00% Reduce -50.0% 10 $3K
Aspect Partners, LLC 0.00% No change 9 $3K
JDM Financial Group LLC 0.00% No change 9 $3K
Crowley Wealth Management, Inc. 0.00% — 8 $2K
Parkworth Wealth Management, Inc. 0.00% — 7 $2K
Lanark Financial, Inc. 0.19% — 6 $2K
Noble Wealth Management PBC 0.00% — 6 $2K
WestEnd Advisors, LLC 0.00% Add +50.0% 6 $2K
Chesapeake Asset Management LLC 0.00% Add +20.0% 6 $2K
Syntax Research, Inc. 0.00% No change 5 $1K
Sugar Maple Asset Management, LLC 0.00% New 4 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -40.0% 3 $1K
Denver PWM, LLC 0.00% New 3 $891
LMR Partners LLP 0.00% Reduce -91.2% 3 $890
Comprehensive Financial Planning, Inc. 0.00% — 1 $297

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