BlackRock FinanceBLK

13F holders, Q1 2024 (March 31)
1,947holders
11famous investors
$829.59avg. 13F price*

At the end of Q1 2024, 1,947 institutions reported holding BlackRock Finance Inc. (BLK) in their 13F filings. The largest holders were Vanguard Group Inc. ($11.0B), BlackRock Inc. ($8.0B) and State Street Corp. ($4.9B). 11 famous investors held it, including Tom Gayner (1.8% of Markel Group's portfolio), Bill Nygren (1.0% of Harris Associates (Oakmark Funds)'s portfolio) and Ken Fisher (0.8% of Fisher Asset Management's portfolio).

Company
BlackRock Finance Inc.
CUSIP
09247X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 1,947Q1 2024Q2 2024: 1,943Q2 2024Q3 2024: 1,636Q3 2024Q4 2024: 126Q4 2024Q1 2025: 54Q1 2025Q2 2025: 43Q2 2025Q3 2025: 41Q3 2025Q4 2025: 38Q4 2025Q1 2026: 37Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions121$202.1M
Exits109$997.6M

Ownership 1,947 holders

Vanguard Group Inc. 0.22% Add +2.3% 13,182,262 $11.0B
BlackRock Inc. 0.19% Add +0.3% 9,604,250 $8.0B
State Street Corp. 0.22% Add +1.3% 5,928,745 $4.9B
Bank of America Corp. 0.43% Add +2.5% 5,196,941 $4.3B
Temasek Holdings (Private) Ltd 23.61% Add +0.3% 5,115,491 $4.3B
Capital Research Global Investors 0.82% Add +11.1% 4,354,236 $3.6B
Morgan Stanley 0.28% Add +9.1% 4,239,616 $3.5B
Charles Schwab Investment Management Inc. 0.70% Add +14.3% 3,631,343 $3.0B
Capital World Investors 0.49% Add +0.2% 3,521,004 $2.9B
Geode Capital Management, LLC 0.21% Add +3.2% 2,740,670 $2.3B
Wells Fargo & Company 0.59% Add +3.6% 2,654,267 $2.2B
FMR LLC 0.14% Add +3.5% 2,428,491 $2.0B
JPMorgan Chase & Co. 0.17% Reduce -8.3% 2,354,793 $2.0B
Norges Bank 0.30% Add +1.9% 2,275,013 $1.9B
Capital International Investors 0.37% Reduce -10.7% 2,208,509 $1.8B
Fisher Asset Management 0.81% Add +2.6% 2,068,649 $1.7B
Ameriprise Financial Inc. 0.37% Add +6.7% 1,618,316 $1.3B
Northern Trust Corp. 0.21% Reduce -5.4% 1,447,684 $1.2B
Massachusetts Financial Services Co. 0.28% Reduce -2.4% 1,113,652 $928.5M
Franklin Resources Inc. 0.28% Reduce -1.8% 1,037,182 $864.7M
Bank of New York Mellon Corp 0.16% Reduce -5.7% 981,222 $818.0M
Legal & General Group Plc 0.23% Reduce -1.4% 953,766 $795.1M
UBS Group AG 0.25% Add +13.8% 903,935 $753.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.25% Reduce -0.1% 843,780 $703.5M
Royal Bank of Canada 0.17% Add +5.3% 811,330 $676.4M
Nuveen Asset Management, LLC 0.20% Add +2.0% 803,867 $670.2M
FIL Ltd 0.65% Reduce -6.9% 782,829 $652.6M
Invesco Ltd. 0.14% Add +5.3% 763,614 $636.6M
Unisphere Establishment 6.32% No change 750,000 $625.3M
Harris Associates (Oakmark Funds) 0.99% Reduce -7.6% 731,322 $609.7M
Goldman Sachs Group Inc. 0.13% Reduce -0.7% 717,463 $598.1M
Wellington Management Group LLP 0.10% Reduce -60.8% 672,900 $561.0M
Envestnet Asset Management Inc. 0.21% Add +4.1% 668,369 $557.2M
Fayez Sarofim & Co 1.59% Add +0.6% 638,654 $532.4M
London Co. of Virginia 2.55% Reduce -3.3% 580,467 $483.9M
HSBC Holdings PLC 0.34% Add +3.7% 566,232 $471.7M
Barclays PLC 0.21% Reduce -7.4% 562,613 $469.1M
Principal Financial Group Inc. 0.26% Reduce -0.0% 532,905 $444.3M
Amundi 0.18% Add +4.4% 548,880 $410.2M
Cantillon Capital Management LLC 2.51% Reduce -2.1% 478,917 $399.3M
Neuberger Berman Group LLC 0.30% Add +27.7% 438,895 $365.9M
Sumitomo Mitsui Trust Group, Inc. 0.22% Add +3.9% 387,202 $322.8M
Cincinnati Insurance Co. 5.30% No change 386,900 $322.6M
Dimensional Fund Advisors LP 0.09% Add +0.8% 376,949 $314.3M
Deutsche Bank AG 0.15% Add +7.3% 374,984 $312.6M
Credit Suisse AG/ 0.30% Reduce -5.8% 371,757 $309.9M
Beutel, Goodman & Co Ltd. 1.56% Add +0.2% 363,597 $303.1M
T. Rowe Price Associates Inc. 0.03% Reduce -0.3% 332,881 $277.5M
PNC Financial Services Group, Inc. 0.19% Reduce -1.9% 328,394 $273.8M
Haverford Trust Co 2.83% Reduce -1.2% 325,455 $271.3M
Bank of Montreal 0.08% Add +1.3% 315,063 $263.5M
APG Asset Management N.V. 0.45% Add +0.6% 332,708 $256.8M
Flossbach Von Storch SE 1.08% Reduce -11.3% 298,021 $248.5M
Public Employees Retirement Association of Colorado 1.06% Reduce -1.2% 294,461 $245.5M
Loomis Sayles & Co. L P 0.34% Add +1.9% 289,949 $241.7M
American Century Companies Inc. 0.15% Reduce -15.5% 289,570 $241.4M
Rhumbline Advisers 0.23% Reduce -0.1% 287,943 $240.1M
Alliancebernstein L.P. 0.08% Reduce -9.1% 285,663 $238.2M
CIBC Private Wealth Group LLC 0.46% Reduce -2.7% 281,365 $232.6M
Prudential Financial Inc. 0.32% Add +105.2% 272,348 $227.1M
DekaBank Deutsche Girozentrale 0.41% Add +14.3% 266,379 $221.6M
California Public Employees Retirement System 0.15% Reduce -2.2% 262,219 $218.6M
Schroder Investment Management Group 0.26% Add +13.1% 258,923 $215.9M
National Pension Service 0.25% Add +1.1% 247,422 $206.3M
Raymond James & Associates 0.14% Reduce -9.3% 246,352 $205.4M
California State Teachers Retirement System 0.25% Add +0.0% 237,842 $198.3M
New York State Common Retirement Fund 0.26% Add +0.4% 235,076 $196.0M
Man Group plc 0.51% Add +5830.6% 220,322 $183.7M
US Bancorp \de 0.26% Add +0.0% 220,253 $183.6M
Markel Group 1.81% No change 220,200 $183.6M
Allianz Asset Management GmbH 0.31% Add +122.9% 219,071 $182.6M
Qube Research & Technologies Ltd 0.31% Add +3643.6% 208,894 $174.2M
Guinness Asset Management LTD 3.60% Reduce -1.4% 207,620 $173.1M
Baird Financial Group, Inc. 0.36% Add +1.3% 207,467 $173.0M
Citigroup Inc. 0.19% Reduce -0.7% 206,157 $171.9M
Truist Financial Corp. 0.26% Reduce -37.5% 205,244 $171.1M
M&G PLC 1.13% — 194,146 $161.9M
Mubadala Investment Co PJSC 0.59% No change 182,000 $151.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +21.0% 179,048 $149.3M
Great Lakes Advisors, LLC 1.24% Add +3.1% 175,290 $146.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.37% Reduce -9.8% 166,099 $138.5M
Stifel Financial Corp. 0.16% Add +5.2% 165,293 $137.9M
M&T Bank Corp 0.48% Add +0.6% 165,058 $137.6M
Fiduciary Management Inc. 1.22% Reduce -4.9% 164,884 $137.5M
Rockefeller Capital Management L.P. 0.39% Add +2.1% 161,640 $134.8M
BNP Paribas Financial Markets 0.16% Add +16.5% 149,874 $124.9M
LPL Financial LLC 0.06% Add +4.0% 139,020 $115.9M
New York State Teachers Retirement System 0.24% Reduce -3.7% 138,410 $115.4M
Pictet Asset Management Holding SA 0.12% Reduce -14.4% 136,843 $114.1M
B. Metzler seel. Sohn & Co. AG 1.25% Add +4.2% 138,029 $113.5M
Eagle Asset Management Inc. 0.57% Reduce -33.6% 136,588 $112.9M
State Board of Administration of Florida Retirement System 0.26% Add +1.8% 167,444 $112.0M
Adage Capital Partners Gp, L.L.C. 0.21% Add +3.4% 134,228 $111.9M
Zacks Investment Management 1.19% Add +3.0% 133,342 $111.2M
Canada Pension Plan Investment Board 0.11% Add +41.3% 128,821 $107.4M
Royal London Asset Management Ltd. 0.26% Add +3.5% 125,116 $104.3M
Cerity Partners LLC 0.27% Add +6.7% 126,059 $104.0M
Federated Hermes, Inc. 0.24% Reduce -0.0% 122,940 $102.5M
Regions Financial Corp. 0.76% Reduce -0.8% 120,272 $100.3M
State of Wisconsin Investment Board 0.26% Add +3.2% 118,286 $98.6M
CANADA LIFE ASSURANCE Co 0.19% Add +23.0% 114,350 $95.2M
Bank Julius Baer & Co. Ltd, Zurich 0.36% Add +8.4% 115,439 $95.1M
Evercore Wealth Management, LLC 1.48% Reduce -0.1% 113,371 $94.5M
Corient Private Wealth LP 0.17% Reduce -20.8% 112,563 $93.8M
Lord, Abbett & Co. LLC 0.30% Add +18.8% 111,019 $92.6M
Mackenzie Financial Corp. 0.13% Add +18.6% 109,679 $91.4M
Korea Investment CORP 0.23% Reduce -10.3% 108,981 $90.9M
National Bank of Canada 0.16% Add +125.8% 113,345 $90.3M
Swedbank AB 0.12% Add +0.9% 103,493 $86.3M
Clark Capital Management Group, Inc. 0.64% Add +14.2% 102,694 $85.6M
Prana Capital Management, LP 3.79% Add +69.9% 101,322 $84.5M
Mariner, LLC 0.17% Add +1.6% 98,524 $82.1M
Janney Montgomery Scott LLC 0.24% Reduce -3.8% 97,879 $81.6M
Fort Washington Investment Advisors Inc. 0.52% Reduce -10.3% 96,487 $80.4M
Renaissance Technologies 0.13% Add +135.6% 95,900 $80.0M
AXA S.A. 0.24% Reduce -17.8% 94,456 $78.7M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -4.5% 94,168 $78.5M
Raymond James Financial Services Advisors, Inc. 0.11% Add +4.6% 90,297 $75.3M
Aberdeen Group plc 0.15% Add +2.9% 89,887 $74.9M
HighTower Advisors, LLC 0.12% Add +1.7% 87,463 $73.2M
Manufacturers Life Insurance Company, The 0.07% Reduce -13.4% 86,846 $72.4M
CI Investments Inc. 0.28% Add +113.5% 85,214 $71.0M
State of New Jersey Common Pension Fund D 0.21% No change 84,728 $70.6M
Natixis Advisors, LLC 0.16% Add +4.2% 84,203 $70.2M
Crawford Investment Counsel Inc. 1.30% Reduce -1.1% 83,528 $69.6M
Danske Bank A/S 0.21% — 81,948 $68.3M
Tandem Investment Advisors, Inc. 2.64% Reduce -1.5% 81,671 $68.1M
Glenmede Trust Co. NA 0.34% Add +0.1% 81,079 $67.6M
Scotia Capital Inc. 0.40% Reduce -1.3% 81,073 $67.6M
Chevy Chase Trust Holdings, LLC 0.22% Reduce -0.9% 80,666 $67.3M
Ofi Invest Asset Management 1.74% Add +3.9% 83,279 $64.3M
Russell Investments Group, Ltd. 0.10% Add +33.8% 76,967 $64.2M
HS Management Partners, LLC 2.92% Reduce -46.0% 76,315 $63.6M
Fifth Third Bancorp 0.25% Add +0.9% 75,783 $63.2M
Nomura Asset Management Co. Ltd. 0.23% Add +0.4% 75,775 $63.2M
Vontobel Holding Ltd. 0.50% Add +15.3% 74,372 $62.0M
MML Investors Services, LLC 0.25% Add +5.1% 73,190 $61.0M
Brown Advisory Inc. 0.08% Add +0.0% 72,656 $60.6M
Bahl & Gaynor LLC 0.33% Reduce -5.4% 71,643 $59.7M
Public Employees Retirement System of Ohio 0.23% Reduce -7.5% 71,243 $59.4M
Toronto Dominion Bank 0.09% Add +1.9% 71,028 $59.2M
Macquarie Group Ltd. 0.07% Reduce -1.9% 85,278 $58.0M
Two Sigma Advisers, LP 0.13% New 68,400 $57.0M
Treasurer of the State of North Carolina 0.25% Add +0.7% 67,961 $56.7M
Henshaw Capital LLC 2.63% No change 67,390 $56.2M
Sarasin & Partners LLP 0.55% Add +7.7% 67,073 $55.9M
Peapack Gladstone Financial Corp. 0.87% Add +0.5% 66,483 $55.4M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +63.7% 69,994 $55.3M
Capital Advisors Inc. 1.16% Add +23.5% 64,886 $54.1M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -3.0% 64,117 $53.5M
Clearbridge Investments, LLC 0.04% Add +0.3% 64,066 $53.4M
First Financial Bankshares Inc 1.20% Reduce -0.3% 63,996 $53.4M
DNB Asset Management AS 0.28% Reduce -6.4% 63,947 $53.3M
Voya Investment Management LLC 0.06% Reduce -1.6% 63,826 $53.2M
TD Asset Management Inc 0.05% Add +0.6% 63,547 $53.0M
Modera Wealth Management, LLC 0.80% Reduce -1.3% 62,742 $52.3M
Asset Management One Co., Ltd. 0.20% Reduce -3.7% 62,547 $52.1M
Ensign Peak Advisors, Inc 0.09% Add +1.5% 61,474 $51.3M
Van Lanschot Kempen Investment Management N.V. 0.63% Add +0.1% 60,859 $50.7M
Storebrand Asset Management As 0.17% Add +10.2% 60,508 $50.4M
RNC Capital Management LLC 2.87% Reduce -8.9% 60,407 $50.4M
Heard Capital LLC 3.16% Reduce -17.6% 60,367 $50.3M
Atalanta Sosnoff Capital, LLC 1.16% Reduce -2.6% 60,296 $50.3M
Mn Services Vermogensbeheer B.V. 0.36% Reduce -15.8% 60,086 $50.1M
EP Wealth Advisors, LLC 0.57% Reduce -27.2% 58,342 $48.6M
Provident Investment Management, Inc. 4.27% Add +0.6% 58,101 $48.4M
Comerica Bank 0.20% Add +1.3% 56,419 $47.0M
Swiss Life Asset Management Ltd 0.65% Add +79.0% 56,113 $46.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Reduce -5.5% 55,397 $46.2M
Madison Asset Management, LLC 0.57% Add +3.5% 55,329 $46.1M
Immersion Capital LLP 18.23% No change 55,203 $46.0M
Connectus Wealth, LLC 1.23% Add +5.8% 54,431 $45.4M
Vaughan David Investments LLC 1.13% Add +0.5% 54,361 $45.3M
Epoch Investment Partners, Inc. 0.20% Add +2.4% 53,978 $45.0M
InterOcean Capital Group, LLC 1.07% Reduce -0.2% 53,884 $44.9M
Becker Capital Management Inc. 1.54% Reduce -1.0% 53,817 $44.9M
NewEdge Advisors, LLC 0.39% Reduce -0.4% 53,643 $44.7M
Cibc World Market Inc. 0.11% Reduce -5.4% 53,482 $44.6M
Morningstar Investment Services LLC 0.49% Reduce -53.7% 53,004 $44.3M
Aviva PLC 0.15% Reduce -6.3% 52,179 $43.5M
Robeco Institutional Asset Management B.V. 0.09% Add +101.6% 52,012 $43.4M
Donaldson Capital Management, LLC 1.80% Reduce -1.0% 51,763 $43.2M
GW&K Investment Management, LLC 0.38% Reduce -1.1% 51,585 $43.0M
Resona Asset Management Co.,Ltd. 0.25% — 50,224 $41.9M
Victory Capital Management Inc. 0.04% Add +1.1% 50,223 $41.9M
Sei Investments Co. 0.06% Add +5.7% 49,578 $41.3M
Rafferty Asset Management, LLC 0.15% Reduce -0.8% 49,170 $41.0M
Handelsbanken Fonder AB 0.17% Add +9.6% 48,104 $40.1M
Blair William & Co. 0.12% Add +0.3% 47,602 $39.7M
Huntington National Bank 0.42% Reduce -3.9% 46,924 $39.1M
Conning Inc. 1.30% Add +3.2% 45,885 $38.2M
Federation des caisses Desjardins du Quebec 0.28% Add +6.3% 45,704 $38.1M
Degroof Petercam Asset Management 0.46% Add +4.3% 45,555 $38.0M
Commonwealth Equity Services, LLC 0.06% Add +3.6% 44,661 $37.2M
Baskin Financial Services Inc. 3.08% Add +3.3% 44,170 $36.8M
Cetera Investment Advisers 0.09% Add +219.5% 44,065 $36.7M
Guggenheim Capital LLC 0.26% Add +10.6% 43,776 $36.5M
STRS Ohio 0.15% Reduce -4.5% 43,777 $36.5M
American International Group, Inc. 0.13% Reduce -0.9% 43,520 $36.3M
LGT Group Foundation 0.85% Reduce -19.6% 43,184 $36.0M
Arizona State Retirement System 0.25% Add +1.6% 42,691 $35.6M
Cincinnati Financial Corp. 0.78% No change 42,500 $35.4M
Pinnacle Associates Ltd. 0.56% Reduce -1.6% 42,329 $35.3M
Dearborn Partners LLC 1.51% Reduce -22.8% 42,309 $35.3M
Bridges Investment Management Inc. 1.09% Reduce -5.4% 41,725 $34.8M
Nisa Investment Advisors, LLC 0.22% Add +0.5% 41,228 $34.4M
E. Ohman J:or Asset Management AB 0.88% Reduce -0.6% 41,175 $34.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.38% Add +2.0% 41,161 $34.3M
Keybank National Association 0.14% Reduce -0.2% 40,949 $34.1M
State of Michigan Retirement System 0.18% No change 40,771 $34.0M
Windward Capital Management Co. 2.83% Reduce -1.3% 40,711 $33.9M
Susquehanna International Group, LLP 0.05% Reduce -15.9% 40,105 $33.4M
L. Roy Papp & Associates, LLP 3.94% Reduce -1.5% 39,688 $33.1M
Stock Yards Bank & Trust Co. 1.08% Reduce -1.7% 39,289 $32.8M
Heritage Investors Management Corp. 1.13% Reduce -0.4% 38,391 $32.0M
Florida Trust Wealth Management Co 1.07% Reduce -3.5% 37,604 $31.4M
Forsta Ap-Fonden 0.27% Add +9.0% 37,600 $31.3M
Osaic Holdings, Inc. 0.07% Reduce -50.0% 37,080 $30.9M
Ilmarinen Mutual Pension Insurance Co 0.38% Add +44.7% 37,103 $30.9M
Mediolanum International Funds Ltd 0.50% — 36,938 $30.8M
Schonfeld Strategic Advisors LLC 0.24% Add +151.1% 36,367 $30.3M
Park National Corp. 1.15% Add +0.8% 35,942 $30.0M
UMB Bank, n.a. 0.47% Reduce -2.4% 35,907 $29.9M
Capital International, Inc. 0.40% Add +14.9% 35,893 $29.9M
Cibc World Markets Corp. 0.20% Reduce -26.7% 35,889 $29.9M
Achmea Investment Management B.V. 0.57% Add +9.7% 35,873 $29.9M
Quadrature Capital Ltd 0.50% New 35,019 $29.2M
Varma Mutual Pension Insurance Co 0.25% Add +481.7% 34,900 $29.1M
Commerce Bank 0.19% Reduce -0.8% 34,373 $28.7M
Benjamin F. Edwards & Company, Inc. 0.52% Add +2.0% 34,139 $28.5M
CIBC Asset Management Inc 0.10% Add +3.2% 34,069 $28.4M
SG Americas Securities, LLC 0.15% Add +190.8% 34,049 $28.4M
Erste Asset Management GmbH 0.39% Add +0.8% 33,943 $28.3M
Two Sigma Investments, LP 0.07% Add +117.7% 33,508 $27.9M
Compagnie Lombard Odier SCmA 0.49% Reduce -1.2% 33,309 $27.8M
Country Trust Bank 0.72% Reduce -7.4% 33,245 $27.7M
Ferguson Wellman Capital Management, Inc. 0.56% Add +0.9% 33,208 $27.7M
MetLife Investment Management, LLC 0.18% Reduce -3.5% 32,917 $27.4M
Franklin Street Advisors Inc. 2.02% Add +3.2% 32,795 $27.3M
Flputnam Investment Management Co. 0.58% Reduce -2.5% 32,709 $27.3M
Azimuth Capital Investment Management LLC 1.11% Add +157.2% 32,302 $26.9M
USS Investment Management Ltd 0.22% Add +1.9% 32,001 $26.6M
Van Eck Associates Corp. 0.04% Reduce -87.9% 31,858 $26.6M
Advisors Capital Management, LLC 0.48% Add +4.2% 31,309 $26.1M
Calamos Advisors LLC 0.19% Reduce -1.4% 31,217 $26.0M
Sabal Trust CO 1.51% Reduce -0.7% 31,205 $26.0M
Associated Banc-Corp 0.82% Reduce -1.1% 31,015 $25.9M
Retirement Systems of Alabama 0.10% Add +0.1% 30,864 $25.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +0.3% 30,698 $25.6M
Focus Partners Wealth 0.21% Add +1112.6% 30,425 $25.4M
Eastern Bank 1.05% Reduce -6.8% 30,269 $25.2M
Allspring Global Investments Holdings, LLC 0.04% Add +60.6% 29,783 $24.8M
Wealth Enhancement Advisory Services, LLC 0.06% Add +2.4% 29,774 $24.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.26% No change 29,400 $24.5M
Brown Brothers Harriman & Co. 0.19% Reduce -0.9% 29,400 $24.5M
IFM Investors Pty Ltd 0.27% Reduce -0.6% 29,335 $24.5M
Amalgamated Bank 0.21% Reduce -15.3% 29,296 $24.4M
Argent Capital Management LLC 0.71% Reduce -1.6% 29,205 $24.3M
AMF Tjanstepension AB 0.18% Reduce -24.5% 28,976 $24.2M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +1.7% 28,873 $24.1M
Carnegie Investment Counsel 0.74% Reduce -7.3% 28,611 $23.9M
AQR Capital Management 0.04% Add +64.9% 28,455 $23.7M
First Long Island Investors, LLC 1.95% Reduce -2.2% 28,099 $23.4M
Trust Co. of Vermont 1.30% Reduce -0.2% 28,049 $23.4M
Vident Advisory, LLC 0.49% Add +9.9% 27,968 $23.3M
Envestnet Portfolio Solutions, Inc. 0.09% Add +9.9% 27,937 $23.3M
Pittenger & Anderson Inc. 0.94% Add +0.6% 27,810 $23.2M
United Capital Financial Advisors, LLC 0.19% Reduce -5.0% 27,477 $22.9M
Ancora Advisors LLC 0.52% Add +0.5% 27,140 $22.6M
WASHINGTON TRUST Co 0.83% Reduce -0.7% 27,119 $22.6M
ProShare Advisors LLC 0.06% Reduce -6.2% 27,082 $22.6M
MainStreet Investment Advisors LLC 2.70% Reduce -3.2% 26,935 $22.5M
Bailard, Inc. 0.62% Add +0.5% 26,851 $22.4M
Braun Stacey Associates Inc. 0.88% Reduce -4.0% 26,743 $22.3M
Squarepoint Ops LLC 0.09% Reduce -27.0% 26,030 $21.7M
Raymond James Trust N.A. 0.52% Reduce -1.4% 25,917 $21.6M
Vantage Wealth 5.02% Reduce -11.1% 25,810 $21.5M
Utah Retirement Systems 0.25% Reduce -0.1% 25,807 $21.5M
Janus Henderson Group PLC 0.01% Reduce -15.2% 25,652 $21.4M
Stonebridge Capital Advisors LLC 1.90% Add +3.4% 25,365 $21.1M
Whittier Trust Co. 0.31% Add +0.9% 25,296 $21.1M
Rwa Wealth Partners, LLC 0.28% Reduce -2.0% 25,033 $20.9M
MassMutual Private Wealth & Trust, FSB 0.64% Reduce -4.3% 24,778 $20.7M
NorthCrest Asset Manangement, LLC 0.70% Add +2.0% 24,691 $20.6M
Blue Chip Partners, LLC 2.00% Add +1.8% 24,648 $20.5M
Czech National Bank 0.26% Add +0.4% 24,604 $20.5M
Godsey & Gibb, Inc. 2.11% Reduce -0.4% 24,009 $20.0M
Hoylecohen, LLC 1.51% Reduce -0.6% 23,775 $19.8M
Pinnacle Financial Partners Inc 0.43% Add +3.1% 23,702 $19.8M
FineMark National Bank & Trust 0.73% Reduce -7.3% 23,426 $19.5M
Thrivent Financial for Lutherans 0.04% Reduce -0.1% 23,349 $19.5M
St Germain D J Co. Inc. 0.94% Reduce -0.2% 23,142 $19.3M
Girard Partners LTD. 1.81% Add +2.4% 23,069 $19.2M
Jones Financial Companies LLLP 0.03% Add +8.1% 22,540 $18.8M
Boston Financial Mangement LLC 0.60% Reduce -0.0% 22,486 $18.7M
Public Sector Pension Investment Board 0.13% Add +0.8% 22,082 $18.4M
Creative Planning 0.02% Reduce -4.1% 21,656 $18.1M
Mesirow Financial Investment Management, Inc. 0.41% Add +1.7% 21,644 $18.0M
Rathbones Group PLC 0.10% Add +3.9% 21,306 $17.8M
MAI Capital Management 0.18% Add +11.6% 21,241 $17.7M
Alley Investment Management Company, LLC 2.43% Reduce -0.0% 21,218 $17.7M
Parallax Volatility Advisers, L.P. 0.59% Add +138.9% 21,197 $17.7M
Xponance LLC 0.19% Add +7.8% 21,197 $17.7M
TCV Trust & Wealth Management, Inc. 1.69% Reduce -2.9% 21,132 $17.6M
Bank of Nova Scotia 0.04% Reduce -39.4% 21,018 $17.5M
Factory Mutual Insurance Co. 0.20% Reduce -1.9% 20,700 $17.3M
Marshall Wace, LLP 0.03% Reduce -73.8% 20,323 $16.9M
Narwhal Capital Management 1.65% Reduce -2.4% 20,226 $16.9M
Cutler Investment Counsel LLC 2.26% Add +0.5% 20,167 $16.8M
Ivy Lane Capital Management, LLC 10.15% No change 19,900 $16.6M
Yousif Capital Management, LLC 0.18% Add +0.4% 19,566 $16.3M
FUKOKU MUTUAL LIFE INSURANCE Co 1.28% Reduce -2.0% 19,478 $16.2M
Pathstone Holdings, LLC 0.08% Add +5.7% 19,376 $16.2M
Rockland Trust Co. 0.85% Reduce -3.4% 19,303 $16.1M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -3.2% 19,244 $16.0M
New York Life Investment Management LLC 0.16% Reduce -3.6% 19,221 $16.0M
Stillwater Capital Advisors, LLC 2.37% Reduce -0.1% 19,200 $16.0M
Signature Estate & Investment Advisors LLC 0.45% Add +2.4% 19,189 $16.0M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -5.4% 19,140 $16.0M
Assetmark, Inc. 0.05% Add +4.3% 19,087 $15.9M
North Point Portfolio Managers Corp. 2.69% Reduce -0.9% 19,070 $15.9M
First Fiduciary Investment Counsel, Inc. 3.28% Reduce -0.7% 18,979 $15.8M
Edgemoor Investment Advisors, Inc. 1.49% Reduce -0.4% 18,693 $15.6M
Mutual of America Capital Management LLC 0.16% Reduce -2.0% 18,334 $15.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +193.5% 18,101 $15.1M
Old National Bancorp 0.36% Reduce -1.7% 18,057 $15.1M
Northeast Investment Management 0.74% Reduce -6.7% 18,053 $15.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +3.7% 17,821 $14.9M
State of Alaska, Department of Revenue 0.17% Reduce -4.1% 17,486 $14.6M
Tidal Investments LLC 0.25% Reduce -22.0% 17,388 $14.5M
TD Waterhouse Canada Inc. 0.11% Add +3.0% 17,190 $14.3M
Nissay Asset Management Corp. /Japan 0.10% Reduce -0.5% 17,026 $14.2M
Daiwa Securities Group Inc. 0.08% Add +17.2% 16,944 $14.1M
Oppenheimer & Co. Inc. 0.23% Reduce -0.8% 16,839 $14.0M
Silvercrest Asset Management Group LLC 0.09% Reduce -3.9% 16,577 $13.8M
O'shaughnessy Asset Management, LLC 0.15% Add +39.9% 16,494 $13.8M
Haverford Financial Services, Inc. 3.96% Reduce -0.5% 16,491 $13.7M
Steward Partners Investment Advisory, LLC 0.15% Add +8.3% 16,352 $13.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.3% 16,334 $13.6M
W.G. Shaheen & Associates DBA Whitney & Co 1.61% Add +0.2% 16,236 $13.5M
Granite Investment Partners, LLC 0.51% Reduce -6.9% 16,144 $13.5M
United Bank 1.59% Reduce -9.9% 16,023 $13.4M
Cambridge Trust Co. 0.51% Reduce -10.1% 16,016 $13.4M
Viking Fund Management LLC 2.41% No change 16,000 $13.3M
NorthCoast Asset Management LLC 0.17% Add +113.1% 15,965 $13.3M
Buckingham Capital Management, Inc. 1.62% Reduce -0.1% 15,841 $13.2M
Gabelli Funds LLC 0.10% Reduce -1.9% 15,600 $13.0M
Bogart Wealth, LLC 0.67% Reduce -1.0% 15,575 $13.0M
Edge Wealth Management LLC 2.70% Add +0.1% 15,409 $12.8M
Covington Investment Advisors Inc. 2.07% Add +4.4% 15,225 $12.7M
Mercer Global Advisors Inc. 0.04% Add +41.1% 15,089 $12.6M
Kestra Advisory Services, LLC 0.08% Add +3.3% 15,038 $12.5M
FourThought Financial Partners, LLC 1.43% Add +1.0% 15,014 $12.5M
LS Investment Advisors, LLC 1.96% Reduce -5.9% 14,830 $12.4M
Sumitomo Mitsui Financial Group, Inc. 0.38% Reduce -0.2% 14,763 $12.3M
Mogy Joel R Investment Counsel Inc. 0.83% Add +1.8% 14,733 $12.3M
Orion Porfolio Solutions, LLC 0.13% Reduce -3.7% 14,499 $12.1M
Orion Portfolio Solutions, LLC 0.13% Reduce -3.7% 14,499 $12.1M
Voloridge Investment Management, LLC 0.04% New 14,449 $12.0M
Eagle Ridge Investment Management 1.11% Reduce -0.6% 14,439 $12.0M
Oppenheimer Asset Management Inc. 0.18% Reduce -16.4% 14,437 $12.0M
Allen Mooney & Barnes Investment Advisors LLC 2.31% Add +0.2% 15,305 $12.0M
Cresset Asset Management, LLC 0.06% Add +15.6% 14,410 $12.0M
Linscomb Wealth, Inc. 0.62% Add +0.4% 14,395 $12.0M
Sienna Gestion 1.03% — 14,354 $12.0M
Resources Management Corp. /CT/ 1.75% Reduce -6.0% 14,335 $12.0M
BTC Capital Management, Inc. 1.09% — 14,317 $11.9M
Foster Victor Wealth Advisors, LLC 1.08% Add +3.9% 15,007 $11.8M
KBC Group NV 0.04% Reduce -76.4% 13,897 $11.6M
Advisors Asset Management, Inc. 0.22% Reduce -15.1% 13,777 $11.5M
Cumberland Partners Ltd 0.83% Add +7.9% 13,764 $11.5M
Atria Investments, Inc 0.16% Reduce -6.6% 13,745 $11.5M
Exchange Capital Management, Inc. 1.86% Reduce -1.3% 13,704 $11.4M
Aptus Capital Advisors, LLC 0.24% Add +8.0% 13,674 $11.4M
Sequoia Financial Advisors, LLC 0.14% Reduce -20.9% 13,616 $11.4M
Baltimore-Washington Financial Advisors, Inc. 0.72% Add +4.7% 13,614 $11.4M
Elo Mutual Pension Insurance Co 0.27% Add +4.3% 13,593 $11.3M
Sandy Spring Bank 0.51% Reduce -4.9% 13,477 $11.2M
Palisade Asset Management, LLC 1.08% Reduce -0.2% 13,361 $11.1M
Glenview Trust Co 0.24% Reduce -0.6% 13,165 $11.0M
Webster Bank, N. A. 1.23% Reduce -1.6% 13,148 $11.0M
Bokf, NA 0.20% Add +10.2% 13,257 $11.0M
Evexia Wealth LLC 4.48% Reduce -1.1% 14,270 $10.9M
Gulf International Bank (UK) Ltd 0.27% Add +5.7% 13,024 $10.9M
Wealthfront Advisers LLC 0.04% Add +5.4% 12,783 $10.7M
Farmers & Merchants Investments Inc. 0.36% Reduce -0.5% 12,770 $10.6M
Curi Capital, LLC 0.25% Add +7.8% 12,679 $10.6M
Ziegler Capital Management, LLC 0.40% Reduce -9.6% 12,682 $10.6M
Meiji Yasuda Asset Management Co Ltd. 0.45% Add +2.2% 12,613 $10.5M
Lido Advisors, LLC 0.09% Add +5.6% 12,419 $10.4M
Capital International Sarl 0.34% Add +9.9% 12,400 $10.3M
Nixon Peabody Trust Co. 0.94% Add +3.6% 12,282 $10.2M
ProVise Management Group, LLC 0.89% Reduce -3.4% 12,280 $10.2M
SlateStone Wealth, LLC 1.02% Add +28.7% 12,239 $10.2M
Jane Street Group, LLC 0.01% Reduce -93.2% 12,192 $10.2M
First Merchants Corp. 0.76% Add +3.8% 12,172 $10.1M
Talbot Financial, LLC 1.35% Add +1.1% 12,081 $10.1M
Argent Trust Co 0.45% Add +3.2% 12,015 $10.0M
Parallel Advisors, LLC 0.27% Reduce -2.8% 12,006 $10.0M
Parsons Capital Management Inc. 0.68% Reduce -1.7% 12,006 $10.0M
Private Advisor Group, LLC 0.07% Reduce -1.7% 11,973 $10.0M
Eagle Global Advisors LLC 0.56% Reduce -0.3% 11,961 $10.0M
Oregon Public Employees Retirement Fund 0.20% Reduce -23.0% 11,936 $10.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +70.3% 11,923 $9.9M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -0.5% 11,864 $9.9M
Los Angeles Capital Management LLC 0.03% Add +1384.6% 11,773 $9.8M
Illinois Municipal Retirement Fund 0.15% Add +45.4% 11,746 $9.8M
Millennium Management 0.01% Reduce -49.8% 11,730 $9.8M
Vanguard Personalized Indexing Management, LLC 0.21% Add +10.0% 11,605 $9.7M
Arthur M. Cohen & Associates, LLC 2.04% Reduce -1.0% 11,574 $9.6M
Crossmark Global Holdings, Inc. 0.19% Add +16.4% 11,560 $9.6M
SVB Wealth LLC 0.21% Reduce -6.9% 11,518 $9.6M
Teachers Retirement System of the State of Kentucky 0.09% Reduce -5.1% 11,492 $9.6M
QRG Capital Management, Inc. 0.12% Add +17.5% 11,448 $9.5M
Albion Financial Group 0.72% Add +4.2% 11,263 $9.4M
Tompkins Financial Corp. 1.06% Add +1.1% 11,243 $9.4M
Mattern Capital Management, LLC 1.27% Add +0.1% 11,214 $9.3M
Hantz Financial Services, Inc. 0.18% Reduce -7.6% 11,186 $9.3M
JGP Wealth Management, LLC 1.35% Reduce -19.6% 11,116 $9.3M
Citadel Advisors 0.01% Reduce -58.0% 11,067 $9.2M
McGuire Investment Group, LLC 1.33% Add +0.4% 10,910 $9.1M
Schmidt P J Investment Management Inc. 1.71% Reduce -0.7% 10,885 $9.1M
Caldwell Trust Co 1.05% Reduce -0.7% 10,865 $9.1M
Kingsview Wealth Management, LLC 0.23% Reduce -12.8% 10,829 $9.0M
Nordea Investment Management AB 0.01% Add +5.2% 10,742 $9.0M
Banco Santander, S.A. 0.11% Add +0.3% 10,762 $9.0M
Daiichi Life Insurance Co., Ltd. 0.20% Reduce -1.2% 10,754 $9.0M
Forte Capital LLC 1.10% Add +6.5% 10,700 $8.9M
Candriam S.C.A. 0.06% Add +8.4% 10,625 $8.9M
Kentucky Retirement Systems 0.26% Reduce -5.1% 10,620 $8.9M
Venture Visionary Partners LLC 0.42% Add +0.3% 10,579 $8.8M
First National Trust Co 0.36% Add +4.2% 10,523 $8.8M
Maryland State Retirement & Pension System 0.17% Add +0.9% 11,671 $8.8M
Pioneer Trust Bank N A 2.43% Reduce -3.2% 10,497 $8.8M
BLB&B Advisors, LLC 0.49% Add +4.6% 10,462 $8.7M
Bryn Mawr Trust Advisors, LLC 0.49% Add +4.0% 10,371 $8.6M
Capital International Ltd. 0.41% No change 10,248 $8.5M
Fred Alger Management, LLC 0.04% Add +13.8% 10,153 $8.5M
Credit Agricole S A 0.14% Add +52.4% 11,258 $8.4M
Spinnaker Trust 0.54% Add +0.2% 10,068 $8.4M
Cincinnati Casualty Co. 4.56% No change 10,000 $8.3M
Cincinnati Specialty Underwriters Insurance CO 2.62% No change 10,000 $8.3M
Ieq Capital, LLC 0.12% Add +6.5% 9,959 $8.3M
Executive Wealth Management, LLC 0.73% Reduce -26.4% 10,039 $8.3M
Bragg Financial Advisors, Inc 0.37% Add +3.6% 9,931 $8.3M
Miramar Capital, LLC 2.08% Reduce -0.1% 10,556 $8.2M
ABN AMRO Bank N.V. 0.12% Add +5.8% 9,846 $8.2M
German American Bancorp, Inc. 0.99% Add +2.7% 9,829 $8.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -82.5% 9,824 $8.2M
KMG Fiduciary Partners, LLC 0.85% Reduce -0.1% 9,799 $8.2M
Harbour Trust & Investment Management Co 1.02% Reduce -7.8% 9,761 $8.1M
Bayesian Capital Management, LP 0.77% New 9,684 $8.1M
Brady Family Wealth, LLC 2.61% Reduce -5.2% 9,667 $8.1M
James Investment Research, Inc. 0.95% Reduce -5.2% 9,608 $8.0M
Kesler, Norman & Wride, LLC 1.68% Reduce -4.1% 9,476 $7.9M
Cwm, LLC 0.04% Reduce -2.6% 9,456 $7.9M
Pacer Advisors, Inc. 0.02% Add +2.5% 9,419 $7.9M
Adell Harriman & Carpenter Inc. 0.64% Reduce -3.4% 9,361 $7.8M
Sand Hill Global Advisors, LLC 0.37% Reduce -5.4% 9,287 $7.7M
Merit Financial Group, LLC 0.18% Add +25.3% 10,076 $7.7M
ARS Investment Partners, LLC 0.77% Add +1.9% 9,213 $7.7M
Moors & Cabot, Inc. 0.41% Add +1.3% 9,181 $7.7M
Kestra Private Wealth Services, LLC 0.17% Add +32.1% 9,120 $7.6M
Daymark Wealth Partners, LLC 0.41% Reduce -0.6% 9,094 $7.6M
Atria Wealth Solutions, Inc. 0.09% Reduce -4.9% 9,060 $7.6M
Hartford Investment Management Co. 0.27% Reduce -4.0% 9,040 $7.5M
Second Half Financial Partners, LLC 3.33% Reduce -1.5% 8,976 $7.5M
Park Avenue Securities LLC 0.10% Add +5.1% 8,928 $7.4M
Toth Financial Advisory Corp. 0.93% Add +7.6% 8,882 $7.4M
Kintegral Advisory, LLC 0.74% Reduce -0.3% 8,863 $7.4M
Capital City Trust Co. 2.05% Reduce -4.3% 8,814 $7.3M
Aviance Capital Partners, LLC 1.08% Add +2.9% 8,730 $7.3M
Clear Harbor Asset Management, LLC 0.64% Reduce -2.9% 8,711 $7.3M
Oak Harvest Investment Services 1.20% New 8,678 $7.2M
Level Four Advisory Services, LLC 0.39% Add +7.5% 8,754 $7.1M
BNP Paribas 0.33% — 8,486 $7.1M
Cyrus J. Lawrence, LLC 1.57% — 8,488 $7.1M
Apollon Wealth Management, LLC 0.22% Reduce -0.4% 8,422 $7.0M
Snowden Capital Advisors LLC 0.22% Add +12.2% 8,422 $7.0M
Basswood Capital Management, L.L.C. 0.41% Reduce -47.6% 8,371 $7.0M
Cornerstone Advisors, LLC 0.29% No change 8,300 $6.9M
M. Kulyk & Associates, LLC 1.60% Reduce -1.1% 8,272 $6.9M
Dean Investment Associates, LLC 0.95% Reduce -9.1% 8,243 $6.9M
Securian Asset Management, Inc. 0.20% Reduce -7.5% 8,211 $6.8M
Cullen/Frost Bankers, Inc. 0.10% Reduce -1.0% 8,190 $6.8M
Alps Advisors Inc. 0.05% Add +1.3% 8,151 $6.8M
CMH Wealth Management LLC 1.72% Reduce -7.8% 8,135 $6.8M
Louisiana State Employees Retirement System 0.13% Reduce -4.7% 8,100 $6.8M
Graybill Wealth Management, LTD. 2.83% Reduce -0.5% 8,052 $6.7M
Avantax Planning Partners, Inc. 0.22% Add +77.5% 8,051 $6.7M
Caisse de depot et placement du Quebec 0.02% Reduce -78.3% 8,040 $6.7M
Old Second National Bank of Aurora 1.74% Reduce -1.8% 8,022 $6.7M
UNIVEST FINANCIAL Corp 1.88% Reduce -4.8% 8,006 $6.7M
GYL Financial Synergies, LLC 0.52% Reduce -0.9% 7,985 $6.7M
Nicholas Company, Inc. 0.11% No change 7,975 $6.6M
Coldstream Capital Management Inc. 0.17% Add +5.6% 7,959 $6.6M
LBP Am SA 0.26% Reduce -60.8% 7,861 $6.6M
Mission Wealth Management, LP 0.18% Add +383.6% 7,829 $6.5M
Asset Planning Services Inc. /La/ 3.65% Reduce -0.7% 7,828 $6.5M
Naples Global Advisors, LLC 0.67% Reduce -0.1% 7,806 $6.5M
Marietta Wealth Management, LLC 1.07% Reduce -1.7% 7,800 $6.5M
1832 Asset Management L.P. 0.01% Reduce -0.1% 7,722 $6.4M
Integrated Advisors Network LLC 0.33% Reduce -1.9% 7,677 $6.4M
Wesbanco Bank Inc. 0.24% Add +1214.0% 7,674 $6.4M
Meiji Yasuda Life Insurance Co 0.14% Add +5.3% 7,648 $6.4M
Evergreen Capital Management LLC 0.24% Reduce -21.7% 7,648 $6.4M
HTLF Bank 0.73% Reduce -1.9% 7,601 $6.3M
Asset Advisors Investment Management, LLC 0.71% Reduce -58.3% 7,555 $6.3M
Parcion Private Wealth LLC 0.55% Reduce -2.1% 7,553 $6.3M
Harbor Investment Advisory, LLC 0.66% Reduce -0.6% 7,533 $6.3M
Farmers National Bank 1.87% Reduce -1.9% 7,507 $6.3M
Security National Bank 0.95% Add +1.9% 7,491 $6.2M
Stephens Inc. 0.10% Add +2.3% 7,439 $6.2M
American Money Management, LLC 1.29% Add +0.9% 7,425 $6.2M
Twin Tree Management, LP 0.14% Reduce -83.5% 7,421 $6.2M
Ashton Thomas Private Wealth, LLC 0.35% Reduce -13.4% 7,418 $6.2M
Pegasus Asset Management, Inc. 1.91% Add +0.7% 7,357 $6.1M
Gotham Asset Management 0.09% Add +1.6% 7,339 $6.1M
JB Capital LLC 0.40% Add +1.6% 7,276 $6.1M
Cypress Capital Group 0.73% Add +3.0% 7,276 $6.1M
Beacon Financial Group 0.69% Reduce -4.6% 7,226 $6.0M
Campbell Capital Management Inc. 2.63% Add +78.9% 7,156 $6.0M
Ethic Inc. 0.15% Add +1.1% 7,118 $5.9M
First American Trust, FSB 0.62% New 7,111 $5.9M
New Mexico Educational Retirement Board 0.21% Reduce -9.0% 7,089 $5.9M
Perkins Coie Trust Co 1.33% Add +0.5% 6,824 $5.7M
Tower Research Capital LLC (TRC) 0.14% Reduce -67.7% 6,805 $5.7M
Captrust Financial Advisors 0.02% Reduce -58.0% 6,751 $5.6M
Sandhill Capital Partners LLC 0.45% Reduce -2.1% 6,745 $5.6M
Metis Global Partners, LLC 0.20% Add +0.6% 6,728 $5.6M
DAVENPORT & Co LLC 0.03% Reduce -37.2% 6,712 $5.6M
Fulcrum Capital LLC 1.33% Add +0.4% 6,701 $5.6M
Greenleaf Trust 0.05% Reduce -0.3% 6,672 $5.6M
Intech Investment Management LLC 0.08% Reduce -54.6% 6,622 $5.5M
Savant Capital, LLC 0.06% Add +0.3% 6,523 $5.4M
Diversified Trust Co. 0.16% Add +10.8% 6,507 $5.4M
Arrow Financial Corp 0.53% Reduce -9.2% 6,432 $5.4M
Concentric Capital Strategies, LP 0.34% New 6,419 $5.4M
Dynamic Advisor Solutions LLC 0.18% Reduce -17.9% 6,388 $5.3M
Townsquare Capital LLC 0.08% Add +231.8% 6,368 $5.3M
Sepio Capital, LP 0.45% Reduce -10.0% 6,310 $5.3M
Hennion & Walsh Asset Management, Inc. 0.28% Reduce -2.4% 6,304 $5.3M
Pinnacle Wealth Management Advisory Group, LLC 0.55% Reduce -1.0% 6,199 $5.2M
Valley National Advisers Inc. 0.78% Reduce -5.2% 6,193 $5.2M
Cyndeo Wealth Partners, LLC 0.42% Add +19.5% 6,095 $5.1M
D.A. Davidson & Co. 0.05% Add +1.5% 6,069 $5.1M
Synovus Financial Corp. 0.07% Add +14.8% 6,059 $5.1M
Argonautica Private Wealth Management, Inc. 1.81% Add +1.7% 6,043 $5.0M
Balyasny Asset Management L.P. 0.01% Reduce -96.4% 6,020 $5.0M
RBF Capital, LLC 0.28% No change 6,000 $5.0M
Cullen Investment Group, LTD. 0.78% Reduce -6.9% 6,072 $5.0M
First Western Trust Bank 0.22% Reduce -3.6% 5,920 $4.9M
Prime Capital Investment Advisors, LLC 0.07% Reduce -1.5% 5,868 $4.9M
Glassy Mountain Advisors, Inc. 1.84% Add +0.0% 5,855 $4.9M
Bourgeon Capital Management LLC 0.95% Add +1.3% 5,846 $4.9M
Keeler Thomas Management LLC 1.66% Add +1.0% 5,826 $4.9M
Principle Wealth Partners LLC 0.38% No change 5,806 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.93% Reduce -4.1% 5,712 $4.8M
Tritonpoint Wealth, LLC 0.50% Reduce -6.7% 5,777 $4.8M
Andra AP-fonden 0.08% Add +72.7% 5,700 $4.8M
Metropolitan Life Insurance Co 0.20% Reduce -0.9% 5,640 $4.7M
Vinva Investment Management Ltd 0.26% Add +11.0% 5,626 $4.7M
Central Pacific Bank - Trust Division 0.61% — 5,604 $4.6M
Lyell Wealth Management, LP 0.47% Add +2.8% 5,519 $4.6M
Bright Rock Capital Management, LLC 0.95% No change 5,500 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.25% Reduce -11.7% 5,476 $4.6M
GAMCO Investors 0.05% Reduce -13.0% 5,476 $4.6M
Stonegate Investment Group, LLC 0.14% Reduce -2.9% 5,465 $4.6M
Mirador Capital Partners LP 0.86% Reduce -0.5% 5,432 $4.5M
Wolverine Asset Management LLC 0.40% New 5,431 $4.5M
Stokes Family Office, LLC 0.56% Reduce -4.4% 5,409 $4.5M
Twin Capital Management Inc. 0.56% New 5,388 $4.5M
Sitrin Capital Management LLC 2.45% Reduce -2.9% 5,387 $4.5M
Rossmore Private Capital 0.59% Add +1.1% 5,375 $4.5M
Wilmington Savings Fund Society, FSB 0.17% — 5,342 $4.5M
Janney Capital Management LLC 0.30% Reduce -5.4% 5,339 $4.5M
Walleye Trading LLC 0.07% Reduce -30.6% 5,340 $4.5M
Plato Investment Management Ltd 0.46% Add +2988.9% 5,313 $4.4M
Beacon Bank & Trust 1.10% Reduce -6.2% 5,310 $4.4M
Chesley Taft & Associates LLC 0.23% Add +0.2% 5,282 $4.4M
Empirical Finance, LLC 0.27% Add +3.2% 5,262 $4.4M
Investment Research & Advisory Group, Inc. 2.00% Add +0.6% 5,220 $4.4M
Baldwin Investment Management, LLC 0.59% Reduce -0.1% 5,182 $4.3M
Hengehold Capital Management LLC 0.46% Reduce -0.8% 5,182 $4.3M
Jamison Private Wealth Management, Inc. 0.73% Reduce -0.4% 5,181 $4.3M
Embree Financial Group 0.85% Reduce -3.2% 5,180 $4.3M
Turtle Creek Wealth Advisors, LLC 1.05% Add +18.7% 5,157 $4.3M
Great Lakes Retirement, Inc. 0.63% Reduce -0.5% 5,114 $4.3M
Meridian Management Co. 1.15% Reduce -7.7% 5,032 $4.2M
Norinchukin Bank, The 0.13% Reduce -1.7% 5,018 $4.2M
Stratos Wealth Partners, LTD. 0.07% Add +23.0% 5,016 $4.2M
Fiduciary Trust Co 0.06% Add +3.8% 4,960 $4.1M
AIA Group Ltd 0.13% Add +13.3% 4,934 $4.1M
Cincinnati Indemnity Co. 9.69% No change 4,900 $4.1M
Blue Edge Capital, LLC 0.68% Add +0.1% 4,875 $4.1M
Sfmg, LLC 0.35% Add +1.9% 4,863 $4.1M
Prospera Financial Services Inc 0.12% Add +0.8% 4,852 $4.1M
NewEdge Wealth, LLC 0.09% Add +2.7% 5,335 $4.0M
Palouse Capital Management, Inc. 2.65% Reduce -6.5% 4,821 $4.0M
TrinityBridge Ltd 0.15% Add +2.8% 4,816 $4.0M
Penobscot Investment Management Company, Inc. 0.42% Reduce -0.4% 4,806 $4.0M
Pictet North America Advisors SA 0.44% Reduce -19.4% 4,766 $4.0M
SWS Partners 1.19% Add +10.4% 4,761 $4.0M
Arlington Financial Advisors, LLC 0.87% Add +10.6% 4,759 $4.0M
Avantax Advisory Services, Inc. 0.04% Reduce -6.0% 4,736 $3.9M
Axxcess Wealth Management, LLC 0.11% Add +35.8% 4,732 $3.9M
Beverly Hills Private Wealth, LLC 0.91% Add +0.3% 4,723 $3.9M
Pine Valley Investments Ltd Liability Co 0.31% Reduce -1.7% 4,708 $3.9M
Proquility Private Wealth Partners, LLC 1.34% Reduce -6.7% 4,708 $3.9M
Transcend Capital Advisors, LLC 0.31% Add +2.2% 4,685 $3.9M
TD Private Client Wealth LLC 0.13% Add +1.6% 4,682 $3.9M
Heritage Trust Co 0.52% Reduce -0.5% 4,674 $3.9M
Bristlecone Advisors, LLC 0.34% Add +2.7% 4,648 $3.9M
American Trust 0.32% Reduce -2.5% 4,648 $3.9M
Duality Advisers, LP 0.38% Add +1250.9% 4,647 $3.9M
Buckhead Capital Management LLC 1.31% Add +11.4% 4,637 $3.9M
Zevenbergen Capital Investments LLC 0.08% Add +2.8% 4,628 $3.9M
Northwest Investment Counselors, LLC 0.94% Reduce -1.6% 4,627 $3.9M
Shepherd Financial Partners LLC 0.50% Add +2.6% 4,618 $3.9M
Longbow Finance SA 0.39% New 4,617 $3.8M
Kentucky Retirement Systems Insurance Trust Fund 0.26% Reduce -7.4% 4,615 $3.8M
Avior Wealth Management, LLC 0.18% Add +12.4% 4,608 $3.8M
Ameritas Investment Partners, Inc. 0.13% Reduce -2.4% 4,548 $3.8M
Robertson Stephens Wealth Management, LLC 0.21% Add +11.2% 4,545 $3.8M
Quantinno Capital Management LP 0.08% Add +21.4% 4,495 $3.7M
Principal Securities, Inc. 0.12% Add +3.8% 4,494 $3.7M
Liberty One Investment Management, LLC 0.42% Add +5.4% 4,470 $3.7M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +0.3% 4,437 $3.7M
Consolidated Capital Management, LLC 1.76% Reduce -1.6% 4,409 $3.7M
Ossiam 0.06% Add +77.0% 4,408 $3.7M
CENTRAL TRUST Co 0.09% Reduce -2.2% 4,400 $3.7M
Kanawha Capital Management LLC 0.29% Add +6.8% 4,397 $3.7M
Community Financial Services Group, LLC 0.83% — 4,387 $3.7M
Empowered Funds, LLC 0.07% Add +13.3% 4,350 $3.6M
GHP Investment Advisors, Inc. 0.18% Add +3.3% 4,349 $3.6M
Greenline Partners, LLC 0.57% No change 4,324 $3.6M
Elk River Wealth Management LLC 0.73% Reduce -9.3% 4,323 $3.6M
Advisory Services Network, LLC 0.08% Add +8.2% 4,321 $3.6M
J. W. Coons Advisors, LLC 0.63% Add +21.1% 4,315 $3.6M
Harbour Capital Advisors, LLC 0.89% Add +0.8% 4,396 $3.6M
First Trust Advisors LP 0.00% Reduce -60.0% 4,293 $3.6M
Vestmark Advisory Solutions, Inc. 0.15% Add +4.4% 4,268 $3.6M
Argus Investors' Counsel, Inc. 2.18% Reduce -5.2% 4,256 $3.5M
Arnhold LLC 0.38% No change 4,253 $3.5M
Texas Yale Capital Corp. 0.16% Add +0.5% 4,234 $3.5M
Assenagon Asset Management S.A. 0.01% Reduce -85.5% 4,216 $3.5M
Trifecta Capital Advisors, LLC 0.86% Add +4.2% 4,214 $3.5M
Campbell & CO Investment Adviser LLC 0.30% New 4,212 $3.5M
Somerset Trust Co 1.43% Add +3.4% 4,197 $3.5M
Bard Financial Services, Inc. 0.37% No change 4,185 $3.5M
Wintrust Investments LLC 0.31% Reduce -2.2% 4,185 $3.5M
Mattern Wealth Management LLC 0.85% Reduce -0.3% 4,175 $3.5M
Wunderlich Capital Managemnt 1.56% Reduce -5.6% 4,154 $3.5M
First National Advisers, LLC 0.77% Add +33.6% 4,338 $3.5M
Blue Zone Wealth Advisors, LLC 1.18% Add +62.0% 4,116 $3.4M
Capital Analysts, LLC 0.16% Reduce -0.9% 4,097 $3.4M
PGGM Investments 0.05% Add +204.2% 4,095 $3.4M
Stratos Wealth Advisors, LLC 0.20% Reduce -45.0% 4,079 $3.4M
Semmax Financial Advisors Inc. 1.12% Reduce -10.3% 4,302 $3.4M
First Trust Direct Indexing L.P. 0.25% Add +12.3% 4,073 $3.4M
Van Cleef Asset Management,Inc 0.43% Add +1.7% 4,059 $3.4M
Rothschild Capital Partners, LLC 0.98% New 4,052 $3.4M
Blue Fin Capital, Inc. 0.75% Reduce -1.1% 4,050 $3.4M
New Potomac Partners, LLC 1.87% Reduce -4.3% 4,037 $3.4M
Beacon Pointe Advisors, LLC 0.04% Reduce -19.9% 4,026 $3.4M
Jump Financial, LLC 0.09% Add +617.7% 4,012 $3.3M
Praxis Investment Management Inc. 0.22% No change 4,002 $3.3M
Concurrent Investment Advisors, LLC 0.14% Reduce -26.3% 4,001 $3.3M
Alberta Investment Management Corp 0.04% No change 4,000 $3.3M
MSH Capital Advisors LLC 1.17% Reduce -2.4% 3,996 $3.3M
Spectrum Wealth Counsel, LLC 0.41% New 3,988 $3.3M
L & S Advisors Inc 0.42% Reduce -58.4% 3,962 $3.3M
Manning & Napier Group, LLC 0.04% Reduce -0.9% 3,934 $3.3M
River Wealth Advisors LLC 0.48% Add +14.1% 3,927 $3.3M
Harbor Advisors LLC 0.60% No change 3,924 $3.3M
Inlet Private Wealth, LLC 0.91% Reduce -0.4% 3,919 $3.3M
Mechanics Bank Trust Department 0.48% Reduce -1.8% 3,912 $3.3M
FRG Family Wealth Advisors LLC 0.64% No change 4,310 $3.3M
Montag A & Associates Inc. 0.16% Add +0.3% 3,889 $3.2M
Hohimer Wealth Management, LLC 0.76% Add +1.8% 3,882 $3.2M
Groupama Asset Managment 0.06% Reduce -54.1% 1,996 $3.2M
Virginia Wealth Management Group, Inc. 2.62% Reduce -2.6% 3,852 $3.2M
Wright Investors Service Inc. 0.81% Add +0.4% 3,851 $3.2M
First Citizens Bank & Trust Co. 0.06% Add +64.0% 3,849 $3.2M
Rakuten Investment Management, Inc. 0.02% Add +987.0% 3,837 $3.2M
CIC Wealth, LLC 0.92% Reduce -2.9% 3,795 $3.2M
Iowa State Bank 0.70% Add +9.4% 3,790 $3.2M
AEGON ASSET MANAGEMENT UK Plc 0.05% Reduce -3.0% 3,784 $3.1M
Delta Financial Advisors LLC 1.24% Reduce -0.9% 3,772 $3.1M
Great Valley Advisor Group, Inc. 0.10% Reduce -65.6% 3,761 $3.1M
Sheets Smith Wealth Management 0.35% Add +0.2% 3,757 $3.1M
ClariVest Asset Management LLC 0.32% Add +186800.0% 3,738 $3.1M
Compass Wealth Management LLC 0.78% Reduce -4.1% 3,738 $3.1M
Strategic Financial Services, Inc. 0.20% Reduce -1.9% 3,734 $3.1M
Amica Mutual Insurance Co. 0.32% Add +17.2% 3,713 $3.1M
Dumont & Blake Investment Advisors LLC 0.88% Add +1.3% 3,659 $3.1M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +12.3% 3,634 $3.0M
Bleakley Financial Group, LLC 0.09% Add +1.0% 3,614 $3.0M
Zurich Insurance Group Ltd 0.03% No change 3,600 $3.0M
HBK Sorce Advisory LLC 0.11% Add +7.1% 3,598 $3.0M
Simplicity Wealth,LLC 0.07% New 3,597 $3.0M
Morton Community Bank 0.86% Add +5.4% 3,594 $3.0M
Front Row Advisors LLC 1.11% Reduce -0.1% 3,593 $3.0M
Great Diamond Partners, LLC 0.69% Add +2.3% 3,586 $3.0M
Stamos Capital Partners, L.P. 0.68% Add +4.7% 3,580 $3.0M
Investment Advisory Services Inc. /TX 1.08% Add +1.3% 3,516 $2.9M
NFJ Investment Group, LLC 0.08% Reduce -3.4% 3,490 $2.9M
Independent Advisor Alliance 0.10% Reduce -2.3% 3,484 $2.9M
Equitable Holdings, Inc. 0.03% Reduce -0.5% 3,477 $2.9M
Sterling Investment Advisors, Ltd. 0.81% Reduce -3.6% 3,459 $2.9M
Cetera Trust Company, N.A 1.73% Reduce -3.9% 3,439 $2.9M
Wellington Shields Capital Management, LLC 0.54% Add +488.0% 3,422 $2.9M
Everett Harris & Co. 0.04% Reduce -3.7% 3,414 $2.8M
Harbour Investment Management LLC 1.33% No change 3,406 $2.8M
Nations Financial Group Inc, /Ia/ 0.24% Reduce -3.0% 3,405 $2.8M
Siemens Fonds Invest GmbH 0.22% Reduce -1.8% 3,395 $2.8M
Marino, Stram & Associates LLC 0.67% Add +3.2% 3,389 $2.8M
Stevens Capital Management LP 0.55% New 3,375 $2.8M
BKM Wealth Management, LLC 1.21% Reduce -0.7% 3,375 $2.8M
Addison Capital Co 1.39% Add +1.1% 3,363 $2.8M
First Foundation Advisors 0.11% Add +8.4% 3,347 $2.8M
Creegan & Nassoura Financial Group, LLC 1.86% No change 3,330 $2.8M
HB Wealth Management, LLC 0.03% Add +16.0% 3,312 $2.8M
Columbia Bank 1.13% — 3,307 $2.8M
Ballentine Partners, LLC 0.05% Reduce -4.3% 3,284 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -0.5% 3,259 $2.7M
CFO4Life Group, LLC 0.49% Reduce -0.8% 3,259 $2.7M
Lowe Brockenbrough & Co. Inc. 0.18% Reduce -6.6% 3,256 $2.7M
Investment House LLC 0.16% Add +80.7% 3,243 $2.7M
Lederer & Associates Investment Counsel 1.88% Reduce -0.1% 3,238 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Add +22.9% 4,097 $2.6M
Edmond DE Rothschild Holding S.A. 0.04% Add +1.5% 3,168 $2.6M
UniSuper Management Pty Ltd 0.03% Reduce -50.3% 3,154 $2.6M
Castellan Group 1.34% Add +15.4% 3,142 $2.6M
Red Spruce Capital, LLC 1.21% Reduce -1.5% 3,128 $2.6M
Teza Capital Management LLC 0.34% New 3,096 $2.6M
Global Retirement Partners, LLC 0.10% Add +6.2% 3,068 $2.6M
LYNX Capital Group Ltd. 1.72% Add +9.5% 3,063 $2.6M
New England Research & Management, Inc. 1.25% Add +619.5% 3,058 $2.5M
Wedbush Securities Inc. 0.10% Reduce -4.2% 3,055 $2.5M
Conscious Wealth Investments, LLC 1.93% Add +3.0% 3,390 $2.5M
Dana Investment Advisors, Inc. 0.08% Add +2.3% 3,048 $2.5M
Studio Investment Management LLC 0.60% Reduce -1.5% 3,047 $2.5M
Banco de Sabadell, S.A 1.87% Reduce -1.5% 3,010 $2.5M
Harfst & Associates, Inc. 0.60% Add +4.8% 3,012 $2.5M
Country Club Bank 0.18% Reduce -0.4% 2,986 $2.5M
Verition Fund Management LLC 0.03% Add +307.7% 2,968 $2.5M
Harbor Capital Advisors, Inc. 0.32% Add +29.3% 2,958 $2.5M
180 Wealth Advisors, LLC 0.44% Add +12.1% 2,942 $2.5M
First Horizon Advisors, Inc. 0.08% Add +5.3% 2,925 $2.4M
Blue Square Asset Management, LLC 1.65% Reduce -1.4% 2,908 $2.4M
Brown Miller Wealth Management, LLC 1.07% Reduce -21.2% 2,907 $2.4M
Catalyst Funds Management Pty Ltd 0.68% — 2,900 $2.4M
Indiana Trust & Investment Management Co 0.97% Add +5.5% 2,896 $2.4M
NEOS Investment Management LLC 0.15% Add +45.9% 2,886 $2.4M
Chronos Wealth Management, LLC 1.41% Reduce -1.6% 2,883 $2.4M
Eisler Capital (UK) Ltd. 0.30% Reduce -66.5% 2,881 $2.4M
Fiduciary Group, LLC 0.26% Reduce -0.0% 2,877 $2.4M
Exencial Wealth Advisors, LLC 0.09% Add +0.1% 2,877 $2.4M
Gateway Investment Advisers LLC 0.03% Add +4.5% 2,873 $2.4M
Summit Financial, LLC 0.14% Add +3.9% 2,870 $2.4M
Lincoln Capital LLC 0.53% Reduce -0.3% 2,867 $2.4M
Paralel Advisors LLC 0.11% No change 2,859 $2.4M
YHB Investment Advisors, Inc. 0.21% Add +0.3% 2,855 $2.4M
Mutual Advisors, LLC 0.08% Reduce -4.4% 2,852 $2.4M
Covenant Asset Management, LLC 0.58% Add +3.5% 2,849 $2.4M
SteelPeak Wealth, LLC 0.12% New 2,835 $2.4M
Equitable Trust Co. 0.16% Add +20.8% 2,817 $2.3M
IFG Advisory, LLC 0.17% Reduce -17.5% 2,811 $2.3M
Busey Bank 0.08% Reduce -1.5% 2,808 $2.3M
Vestcor Inc 0.08% Reduce -10.7% 2,804 $2.3M
Fulton Bank, N.A. 0.10% Reduce -2.1% 2,801 $2.3M
Lindenwold Advisors, INC 1.25% Reduce -0.8% 2,797 $2.3M
Shell Asset Management Co. 0.11% Reduce -38.5% 2,933 $2.3M
Tiaa Trust, National Association 0.01% Reduce -79.6% 2,763 $2.3M
Midland Wealth Advisors, LLC 0.14% Reduce -1.4% 2,753 $2.3M
ARS Wealth Advisors Group, LLC 0.31% Reduce -2.5% 2,752 $2.3M
Atom Investors LP 0.29% New 2,744 $2.3M
Wolverine Trading, LLC 0.02% Reduce -60.2% 2,738 $2.3M
Lake Street Private Wealth, LLC 0.32% Add +113.2% 2,737 $2.3M
Commerzbank Aktiengesellschaft 0.08% Add +102.9% 2,731 $2.3M
Financial Counselors Inc. 0.04% Reduce -2.6% 2,727 $2.3M
Valeo Financial Advisors, LLC 0.08% Add +0.5% 2,962 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +31.9% 2,706 $2.3M
Premier Path Wealth Partners, LLC 0.42% Add +1.7% 2,699 $2.2M
Allworth Financial LP 0.02% Add +7.2% 2,697 $2.2M
AlphaQuest LLC 0.39% Add +269300.0% 2,694 $2.2M
Fidelis Capital Partners, LLC 0.34% Add +91.3% 2,694 $2.2M
Cape Ann Savings Bank 1.41% Reduce -3.2% 2,690 $2.2M
Bessemer Group Inc. 0.00% Add +19.1% 2,677 $2.2M
Providence First Trust Co 0.97% Reduce -6.0% 2,675 $2.2M
PFW Advisors LLC 0.68% Add +0.1% 2,668 $2.2M
Means Investment Co., Inc. 0.29% Reduce -15.6% 2,663 $2.2M
Summit Place Financial Advisors, LLC 1.29% New 2,652 $2.2M
Waverly Advisors, LLC 0.05% Add +405.1% 2,652 $2.2M
Teamwork Financial Advisors, LLC 0.34% Add +196.0% 2,637 $2.2M
Paradigm Asset Management Co. LLC 0.56% Reduce -1.9% 2,637 $2.2M
Spirepoint Private Client, LLC 0.33% — 2,637 $2.2M
&partners 0.30% Add +55.8% 2,617 $2.2M
Chilton Investment Co. Inc. 0.06% Add +0.7% 2,609 $2.2M
EPG Wealth Management LLC 0.53% Add +1.4% 2,598 $2.2M
Harmony Asset Management LLC 0.88% Reduce -1.0% 2,569 $2.1M
CGN Advisors LLC 0.27% Reduce -1.8% 2,567 $2.1M
Lincoln National Corp. 0.03% Add +18.2% 2,554 $2.1M
Mitchell & Pahl Private Wealth, LLC 1.12% Add +2.5% 2,551 $2.1M
Farrow Financial, Inc. 1.49% Reduce -7.2% 2,547 $2.1M
Rogco, LP 0.87% Reduce -7.0% 2,546 $2.1M
Hudson Canyon Capital Management 1.36% No change 2,536 $2.1M
DT Investment Partners, LLC 0.21% No change 2,535 $2.1M
Spire Wealth Management 0.04% Reduce -0.5% 2,531 $2.1M
Gladstone Institutional Advisory LLC 0.12% Reduce -13.6% 2,524 $2.1M
First American Bank 0.16% Add +0.9% 2,516 $2.1M
Pinnacle West Asset Management, Inc. 1.66% Reduce -0.4% 2,506 $2.1M
V-Square Quantitative Management LLC 0.29% Add +29.5% 2,494 $2.1M
Garner Asset Management Corp 0.79% Add +2.1% 2,492 $2.1M
Walleye Capital LLC 0.02% New 2,474 $2.1M
Horizon Investments, LLC 0.05% Add +0.3% 2,472 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -3.5% 2,458 $2.0M
Beaumont Asset Management, L.L.C. 1.36% Reduce -0.6% 2,453 $2.0M
Twin City Private Wealth, LLC 2.01% — 2,444 $2.0M
Kirtland Hills Capital Management, LLC 1.75% — 2,603 $2.0M
Lineweaver Wealth Advisors, LLC 0.48% Add +2.2% 2,416 $2.0M
Nilsine Partners, LLC 0.28% Add +1.5% 2,426 $2.0M
DoubleLine ETF Adviser LP 0.51% Add +3.5% 2,425 $2.0M
Benjamin Edwards Inc. 0.40% Reduce -3.2% 2,423 $2.0M
KCM Investment Advisors LLC 0.07% Add +0.3% 2,420 $2.0M
Acadian Asset Management LLC 0.01% No change 2,401 $2.0M
Investment Management Corp of Ontario 0.06% Reduce -31.5% 2,390 $2.0M
NBT Bank, N.A. 0.14% Add +4.7% 2,369 $2.0M
Wealthspire Advisors, LLC 0.03% Reduce -2.8% 2,363 $2.0M
Exchange Traded Concepts, LLC 0.05% Add +5526.2% 2,363 $2.0M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -0.1% 2,339 $2.0M
Terra Nova Asset Management LLC 1.55% Add +14.8% 2,334 $1.9M
SpiderRock Advisors, LLC 0.06% — 2,431 $1.9M
Scott & Selber, Inc. 0.66% Add +0.2% 2,331 $1.9M
Leo Wealth, LLC 0.20% New 2,323 $1.9M
AlTi Global, Inc. 0.05% Add +5.2% 2,321 $1.9M
Prudent Man Advisors, LLC 0.72% Reduce -4.6% 2,306 $1.9M
First Financial Bank - Trust Division 0.18% Reduce -0.7% 2,295 $1.9M
Meeder Advisory Services, Inc. 0.19% Add +5.1% 2,276 $1.9M
Marion Wealth Management 0.57% Reduce -1.7% 2,276 $1.9M
Mission Creek Capital Partners, Inc. 0.49% Reduce -3.8% 2,267 $1.9M
StoneX Group Inc. 0.17% Add +26.4% 2,248 $1.9M
Liberty Capital Management, Inc. 0.46% Reduce -2.2% 2,238 $1.9M
AXS Investments LLC 0.44% Add +33.6% 2,222 $1.9M
Mayflower Financial Advisors, LLC 0.31% Add +24171.5% 416,014 $1.8M
Invst, LLC 0.22% Add +7.3% 2,229 $1.8M
Capital Group Investment Management Pte. LTD. 0.33% No change 2,208 $1.8M
Cypress Asset Management Inc. 0.50% No change 2,201 $1.8M
Ostrum Asset Management 0.14% Reduce -14.4% 2,199 $1.8M
Panagora Asset Management Inc. 0.01% No change 2,199 $1.8M
Gold Investment Management Ltd. 0.74% Reduce -0.2% 2,191 $1.8M
Trail Ridge Investment Advisors, LLC 1.03% No change 2,188 $1.8M
Sage Advisors, LLC 1.62% Add +10.3% 2,183 $1.8M
IHT Wealth Management, LLC 0.07% Add +3.3% 2,170 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -5.0% 2,164 $1.8M
Avitas Wealth Management LLC 0.27% Add +52.5% 2,163 $1.8M
Smith Salley Wealth Management 0.14% Reduce -21.0% 2,161 $1.8M
Cordatus Wealth Management LLC 1.30% Add +2.6% 2,158 $1.8M
Knollwood Investment Advisory, LLC 0.32% No change 2,153 $1.8M
Legacy Private Trust Co. 0.13% Add +4.3% 2,152 $1.8M
Bank of Hawaii 0.09% Reduce -1.4% 2,146 $1.8M
Culbertson A N & Co. Inc. 0.31% Add +1.4% 2,135 $1.8M
Community Bank & Trust, Waco, Texas 0.44% Add +0.1% 2,130 $1.8M
Radnor Capital Management, LLC 0.30% Reduce -2.9% 2,095 $1.7M
Byrne Asset Management LLC 1.41% Reduce -1.4% 2,091 $1.7M
Profund Advisors LLC 0.07% Add +3.1% 2,083 $1.7M
Trust Co. of Oklahoma 0.62% Reduce -6.6% 2,080 $1.7M
Colton Groome Financial Advisors, LLC 0.70% Add +2.2% 2,079 $1.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.29% Add +0.2% 2,079 $1.7M
Sumitomo Life Insurance Co. 0.04% Reduce -3.8% 2,074 $1.7M
9258 Wealth Management, LLC 0.27% Add +0.8% 2,072 $1.7M
Aft, Forsyth & Company, Inc. 0.98% Reduce -5.7% 2,069 $1.7M
Richard P Slaughter Associates Inc 0.42% Reduce -24.5% 2,068 $1.7M
Checchi Capital Advisers, LLC 0.13% Add +0.4% 2,067 $1.7M
Mgo One Seven LLC 0.09% Add +10.2% 2,046 $1.7M
Sawgrass Asset Management LLC 0.19% Reduce -19.4% 2,045 $1.7M
Farther Finance Advisors, LLC 0.10% Reduce -25.3% 2,059 $1.7M
RMR Wealth Builders 0.21% Add +0.3% 2,040 $1.7M
Choate Investment Advisors 0.05% Reduce -2.1% 2,031 $1.7M
Marks Group Wealth Management, Inc 0.18% Reduce -9.9% 2,016 $1.7M
Harvest Investment Advisors, LLC 1.25% Add +1.1% 2,011 $1.7M
Cohen Klingenstein LLC 0.06% No change 2,000 $1.7M
Jmac Enterprises LLC 0.31% Add +5.8% 1,997 $1.7M
Romano Brothers and Company 0.23% Reduce -2.4% 1,997 $1.7M
Pitcairn Co. 0.11% Reduce -13.7% 1,997 $1.7M
River Street Advisors LLC 1.12% Add +7.4% 1,990 $1.7M
Caprock Group, LLC 0.09% Add +7.5% 1,975 $1.6M
Tyche Wealth Partners LLC 0.40% Reduce -30.4% 1,975 $1.6M
Martin Capital Advisors, LLP 1.29% No change 1,973 $1.6M
Prudential PLC 0.01% Reduce -63.4% 1,973 $1.6M
SageView Advisory Group, LLC 0.08% Reduce -2.0% 1,956 $1.6M
Inscription Capital, LLC 0.27% Add +52.7% 1,945 $1.6M
Cary Street Partners Investment Advisory LLC 0.07% Add +0.3% 1,940 $1.6M
STAR Financial Bank 1.37% Reduce -2.4% 1,924 $1.6M
Montecito Bank & Trust 0.32% Add +2.1% 1,923 $1.6M
Signature Wealth Management Group 0.73% Add +5.9% 2,129 $1.6M
Mechanics Financial Corp 0.82% Add +0.3% 1,902 $1.6M
Capital Management Associates 1.89% No change 1,900 $1.6M
Moloney Securities Asset Management, LLC 0.24% Reduce -5.9% 1,900 $1.6M
Hills Bank & Trust Co 0.13% Reduce -0.5% 1,899 $1.6M
Ritholtz Wealth Management 0.05% Add +9.2% 1,894 $1.6M
Logan Capital Management Inc. 0.07% Add +1.4% 1,893 $1.6M
Archford Capital Strategies, LLC 0.26% Add +4.4% 1,882 $1.6M
Strong Tower Advisory Services 0.63% Add +3.1% 1,897 $1.6M
Belpointe Asset Management LLC 0.12% Reduce -11.1% 1,862 $1.6M
Capital Investment Advisory Services, LLC 0.17% Reduce -1.7% 1,857 $1.5M
Welch & Forbes LLC 0.02% Add +0.4% 1,856 $1.5M
Twin Focus Capital Partners, LLC 0.29% No change 1,850 $1.5M
Essex Bank 0.45% No change 1,899 $1.5M
Ontario Teachers Pension Plan Board 0.01% Add +34.8% 1,844 $1.5M
St. Louis Trust Co 0.24% Add +10.9% 1,843 $1.5M
Piscataqua Savings Bank 1.35% Add +0.9% 1,830 $1.5M
Cottage Street Advisors LLC 0.92% Reduce -1.9% 1,829 $1.5M
Summit Trail Advisors, LLC 0.04% Add +21.0% 1,826 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +9.1% 1,821 $1.5M
BBR Partners, LLC 0.12% Add +106.9% 1,821 $1.5M
Pekin Hardy Strauss, Inc. 0.21% Add +1.4% 1,817 $1.5M
Faithward Advisors, LLC 0.27% Add +13.8% 1,813 $1.5M
Hilltop National Bank 0.51% — 1,812 $1.5M
Glen Eagle Advisors, LLC 0.29% Reduce -12.0% 1,812 $1.5M
Navalign, LLC 0.50% No change 1,806 $1.5M
Aft, Forsyth & Sober, LLC 0.53% No change 1,800 $1.5M
J. L. Bainbridge & Co., Inc. 0.16% No change 1,799 $1.5M
Community Bank, N.A. 0.20% Reduce -0.6% 1,795 $1.5M
Stratos Investment Management, LLC 0.14% Reduce -30.1% 1,770 $1.5M
Insigneo Advisory Services, LLC 0.17% Reduce -0.9% 1,765 $1.5M
Lee Financial Co 0.25% Reduce -0.5% 1,762 $1.5M
Wedmont Private Capital 0.11% Add +10.4% 1,825 $1.5M
Bangor Savings Bank 0.15% Reduce -2.1% 1,753 $1.5M
Accretive Wealth Partners, LLC 0.64% Add +0.3% 1,892 $1.4M
Genesee Capital Advisors, LLC 0.79% Add +1.2% 1,723 $1.4M
Westhampton Capital, LLC 0.77% No change 1,700 $1.4M
Skylands Capital, LLC 0.20% Reduce -32.7% 1,700 $1.4M
Baron Capital (BAMCO) 0.00% Reduce -20.9% 1,700 $1.4M
Norway Savings Bank 0.59% Add +26.8% 1,696 $1.4M
Atlantic Union Bankshares Corp 0.12% Reduce -6.8% 1,695 $1.4M
Tealwood Asset Management Inc. 0.64% Add +1.4% 1,693 $1.4M
Claro Advisors Inc. 0.24% Add +138.3% 1,687 $1.4M
Signaturefd, LLC 0.03% Add +1.0% 1,685 $1.4M
Clearstead Advisors, LLC 0.07% Reduce -5.4% 1,774 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -4.0% 1,680 $1.4M
LaFleur & Godfrey LLC 0.21% Reduce -14.4% 1,663 $1.4M
Joel Isaacson & Co., LLC 0.08% Reduce -12.7% 1,660 $1.4M
Peoples Financial Services Corp. 0.60% Reduce -3.5% 1,660 $1.4M
Manchester Capital Management LLC 0.17% Add +2.1% 1,658 $1.4M
Qtron Investments LLC 0.20% Add +14.4% 1,651 $1.4M
Midwest Professional Planners, LTD. 0.48% Add +9.3% 1,651 $1.4M
Trust Asset Management LLC 0.12% No change 1,648 $1.4M
Rehmann Capital Advisory Group 0.10% Add +0.7% 1,639 $1.4M
Abbrea Capital, LLC 0.18% Add +1.6% 1,640 $1.4M
RFG Advisory, LLC 0.05% Add +3.2% 1,627 $1.4M
Sentinel Trust Co. Lba 0.18% No change 1,625 $1.4M
Platte River Wealth Advisors, LLC 0.38% No change 1,620 $1.4M
IMS Capital Management 0.63% Reduce -6.6% 1,618 $1.3M
Sigma Planning Corp 0.04% Add +108.7% 1,613 $1.3M
Duff & Phelps Investment Management Co. 0.02% Add +3.9% 1,612 $1.3M
Baader Bank Aktiengesellschaft 0.11% Reduce -3.8% 1,610 $1.3M
Trust Co. of Toledo NA 0.21% Add +8.7% 1,606 $1.3M
Weatherly Asset Management L. P. 0.13% Reduce -3.9% 1,598 $1.3M
Institutional & Family Asset Management, LLC 0.21% No change 1,591 $1.3M
DMC Group, LLC 1.14% Add +6.4% 1,588 $1.3M
Laurel Wealth Advisors LLC 0.23% No change 1,582 $1.3M
Balentine LLC 0.04% Add +11.0% 1,578 $1.3M
Ironwood Investment Counsel, LLC 0.23% Reduce -3.9% 1,577 $1.3M
Salvus Wealth Management, LLC 0.89% Reduce -0.1% 1,571 $1.3M
Cigna Investments Inc. 0.25% Reduce -1.1% 1,568 $1.3M
Venturi Wealth Management, LLC 0.08% Add +0.3% 1,567 $1.3M
Legacy Bridge, LLC 0.76% No change 1,556 $1.3M
Syon Capital LLC 0.12% Add +3.0% 1,556 $1.3M
Highview Capital Management LLC 0.58% Add +6.8% 1,554 $1.3M
Cim Investment Management Inc. 0.39% No change 1,552 $1.3M
Southern Capital Advisors, LLC 0.78% Add +1.1% 1,538 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -0.3% 1,526 $1.3M
Baldwin Wealth Partners LLC 0.10% Reduce -15.6% 1,516 $1.3M
Opus Investment Management Inc. 0.82% No change 1,500 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -1.2% 1,499 $1.2M
Matrix Trust Co 0.28% Reduce -4.5% 1,498 $1.2M
NorthRock Partners, LLC 0.05% Add +9.9% 1,492 $1.2M
Hyman Charles D 0.07% No change 1,488 $1.2M
McDonald Partners LLC 0.34% Reduce -0.3% 1,486 $1.2M
SRN Advisors, LLC 0.97% New 1,485 $1.2M
Chemistry Wealth Management LLC 0.33% Reduce -6.3% 1,483 $1.2M
Redmond Asset Management, LLC 0.39% Reduce -5.3% 1,478 $1.2M
HighPoint Advisor Group LLC 0.09% Reduce -0.5% 1,552 $1.2M
Buttonwood Financial Advisors Inc. 0.58% Reduce -1.5% 1,471 $1.2M
Bank Ozk 0.55% Reduce -8.6% 1,466 $1.2M
Leisure Capital Management 0.61% Reduce -4.9% 1,460 $1.2M
Herold Advisors, Inc. 0.29% Reduce -4.6% 1,459 $1.2M
Eschler Asset Management LLP 0.79% No change 1,459 $1.2M
Perigon Wealth Management, LLC 0.04% Add +19.7% 1,458 $1.2M
Valmark Advisers, Inc. 0.02% Add +0.6% 1,458 $1.2M
Western Wealth Management, LLC 0.09% Reduce -53.3% 1,458 $1.2M
TCTC Holdings, LLC 0.04% Reduce -8.6% 1,445 $1.2M
Okabena Investment Services Inc. 0.40% Reduce -0.8% 1,441 $1.2M
Fiduciary Family Office, LLC 0.47% Add +21.7% 1,438 $1.2M
Investors Research Corp 0.28% Reduce -4.7% 1,423 $1.2M
Grey Street Capital, LLC 0.16% New 1,420 $1.2M
Lake Street Advisors Group, LLC 0.06% No change 1,418 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.48% Reduce -8.6% 1,418 $1.2M
TrinityPoint Wealth, LLC 0.20% Add +2.7% 1,417 $1.2M
Waterfront Wealth Inc. 0.33% Reduce -7.5% 1,553 $1.2M
Washington Trust Advisors, Inc. 0.11% Reduce -3.4% 1,412 $1.2M
AlphaCore Capital LLC 0.31% Add +8.4% 1,412 $1.2M
Moneta Group Investment Advisors LLC 0.02% Add +37.5% 1,409 $1.2M
Centiva Capital, LP 0.07% New 1,408 $1.2M
Wynn Capital, LLC 0.91% Reduce -1.8% 1,407 $1.2M
GAMMA Investing LLC 0.24% Add +21.6% 1,407 $1.2M
Brasada Capital Management, LP 0.21% Reduce -8.6% 1,394 $1.2M
Donald L. Hagan, LLC 0.61% Reduce -2.3% 1,390 $1.2M
Capstone Investment Advisors, LLC 0.04% Add +648.1% 1,384 $1.2M
Centaurus Financial, Inc. 0.08% Add +63.5% 1,380 $1.2M
Brighton Jones LLC 0.04% Add +17.6% 1,374 $1.1M
Coastline Trust Co 0.14% No change 1,374 $1.1M
Quadrant Private Wealth Management, LLC 0.29% Reduce -3.3% 1,368 $1.1M
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -1.6% 1,367 $1.1M
Wellington Shields & Co., LLC 0.38% Add +1.5% 1,364 $1.1M
Lokken Investment Group LLC 0.57% Add +3.9% 1,363 $1.1M
Bar Harbor Wealth Management 0.08% Add +24.8% 1,362 $1.1M
Citizens & Northern Corp. 0.38% Reduce -4.5% 1,357 $1.1M
Gilbert & Cook, Inc. 0.15% Reduce -0.7% 1,357 $1.1M
SYSTM Wealth Solutions LLC 0.14% Reduce -70.3% 1,355 $1.1M
Financial Advocates Investment Management 0.07% Add +3.2% 1,352 $1.1M
Headlands Technologies LLC 0.27% New 1,349 $1.1M
Steward Partners Investment Solutions, LLC 0.19% Reduce -5.9% 1,349 $1.1M
Columbia Asset Management 0.23% No change 1,382 $1.1M
Fifth Third Wealth Advisors LLC 0.17% Add +14.9% 1,344 $1.1M
Covenant Partners, LLC 0.32% No change 1,332 $1.1M
Sound View Wealth Advisors Group, LLC 0.12% Add +4.6% 1,331 $1.1M
EFG Asset Management (Americas) Corp. 0.34% Reduce -23.5% 1,330 $1.1M
MeadowBrook Investment Advisors LLC 1.05% Reduce -6.8% 1,324 $1.1M
Independent Financial Group, LLC 0.05% Add +0.3% 1,322 $1.1M
Adirondack Trust Co. 0.46% Reduce -9.0% 1,318 $1.1M
West Branch Capital LLC 0.44% Reduce -1.9% 1,313 $1.1M
Graypoint LLC 0.08% Add +4.2% 1,313 $1.1M
HM Payson & Co. 0.02% Reduce -6.2% 1,309 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -4.5% 1,306 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 1,304 $1.1M
Mather Group, Llc. 0.02% Reduce -0.5% 1,338 $1.1M
Verdence Capital Advisors LLC 0.10% Add +1.9% 1,302 $1.1M
Capital Investment Advisors, LLC 0.03% Reduce -8.1% 1,298 $1.1M
American National Bank & Trust Co. 0.25% — 1,293 $1.1M
Brown Shipley& Co Ltd 0.34% Reduce -32.2% 1,297 $1.1M
Spreng Capital Management, Inc. 0.57% Reduce -3.8% 1,279 $1.1M
Argent Advisors, Inc. 0.42% Reduce -1.5% 1,277 $1.1M
IFP Advisors, Inc 0.05% Add +17.9% 1,277 $1.1M
Forum Financial Management, LP 0.02% Add +0.4% 1,259 $1.0M
Dakota Wealth Management 0.03% Reduce -22.6% 1,252 $1.0M
Affinity Investment Advisors, LLC 0.76% New 1,250 $1.0M
Chesapeake Wealth Management 0.38% Add +1.6% 1,247 $1.0M
Precedent Wealth Partners, LLC 0.45% Add +9.9% 1,244 $1.0M
Smith, Moore & Co. 0.11% Add +41.7% 1,241 $1.0M
Noesis Capital Mangement Corp. 0.23% Reduce -13.9% 1,235 $1.0M
Coulter & Justus Financial Services, LLC 0.23% New 1,235 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +156.4% 1,228 $1.0M
Sage Rhino Capital LLC 0.24% Add +1.7% 1,225 $1.0M
Boston Trust Walden Corp 0.01% No change 1,223 $1.0M
Guardian Capital Advisors LP 0.11% Reduce -47.8% 1,350 $1.0M
Stablepoint Partners, LLC 0.21% Add +41.7% 1,217 $1.0M
Canton Hathaway, LLC 0.27% No change 1,216 $1.0M
Independence Bank of Kentucky 0.30% Add +6.1% 1,210 $1.0M
Quadrant Capital Group LLC 0.08% Reduce -4.5% 1,208 $1.0M
MIdWestOne Financial Group, Inc. 0.18% Add +1.3% 1,206 $1.0M
Flagship Harbor Advisors, LLC 0.06% Add +13.2% 1,204 $1.0M
Castleview Partners, LLC 0.56% Add +295.4% 1,202 $1.0M
Auto-Owners Insurance Co 0.03% No change 1,200 $1.0M
First Manhattan Co. Llc. 0.00% Add +5.6% 1,197 $999K
Quotient Wealth Partners, LLC 0.04% Reduce -18.6% 1,193 $995K
Central Bank & Trust Co. 0.14% Reduce -17.2% 1,192 $994K
Hilltop Holdings Inc. 0.11% New 1,190 $992K
Dover Advisors, LLC 0.67% Add +73.9% 1,181 $985K
Kornitzer Capital Management Inc. 0.02% Add +0.9% 1,175 $980K
Live Oak Private Wealth LLC 0.17% No change 1,172 $977K
Pathway Financial Advisers, LLC 0.35% Reduce -9.9% 1,168 $974K
Plimoth Trust Co. LLC 0.26% Reduce -1.7% 1,168 $974K
Trust Point Inc. 0.08% Add +3.8% 1,168 $974K
First Pacific Financial 0.27% Add +0.2% 1,166 $972K
King Wealth Management Group 0.17% Add +2.4% 1,163 $970K
Hartline Investment Corp./ 0.17% New 1,161 $968K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -0.9% 1,161 $968K
Riverview Trust Co 0.75% Add +3.1% 1,156 $964K
Orion Capital Management LLC 0.51% No change 1,154 $962K
Asset Dedication, LLC 0.07% Reduce -0.4% 1,144 $958K
Smartleaf Asset Management LLC 0.19% Add +31.1% 1,146 $957K
Transamerica Financial Advisors, LLC 0.10% Add +21.7% 1,148 $957K
Sanders Morris Harris LLC 0.18% New 1,146 $955K
Aries Wealth Management 0.31% Reduce -7.4% 1,144 $954K
Lanark Financial, Inc. 0.09% Add +8.0% 1,136 $947K
Stonebridge Capital Management Inc. 0.42% No change 1,135 $946K
Ameritas Advisory Services, LLC 0.04% Add +0.9% 1,222 $944K
Roundview Capital LLC 0.08% Add +1.1% 1,131 $943K
E&G Advisors, LLC 0.29% Add +53.1% 1,124 $937K
Meridian Wealth Advisors, LLC 0.18% Add +0.1% 1,121 $934K
Money Concepts Capital Corp. 0.09% Add +2.8% 1,120 $934K
Icon Wealth Advisors, LLC 0.09% Add +147.3% 1,118 $932K
Patriot Financial Group Insurance Agency, LLC 0.15% Add +2.8% 1,117 $931K
Nomura Holdings Inc. 0.01% Reduce -64.3% 1,116 $930K
North Star Investment Management Corp. 0.07% Add +0.4% 1,109 $925K
Voya Financial Advisors, Inc. 0.11% Add +6.8% 1,108 $924K
Quintet Private Bank (Europe) S.A. 0.04% Add +17.1% 964 $920K
Private Trust Co. NA 0.10% Reduce -4.3% 1,103 $920K
Koshinski Asset Management, Inc. 0.09% New 1,102 $919K
Woodmont Investment Counsel LLC 0.08% Reduce -0.8% 1,097 $915K
GLOBALT Investments LLC / GA 0.04% Add +291.4% 1,092 $910K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -3.2% 1,090 $909K
1ST Source Bank 0.05% Reduce -5.5% 1,088 $907K
United Bank 0.46% Reduce -1.0% 1,085 $905K
Cornell Pochily Investment Advisors, Inc. 0.36% Add +10.7% 1,084 $904K
WBH Advisory Inc. 0.09% Add +85.8% 1,083 $903K
Anchor Investment Management, LLC 0.09% Add +4.0% 1,083 $903K
Freedom Investment Management, Inc. 0.07% Reduce -7.6% 1,081 $901K
WESPAC Advisors SoCal, LLC 0.23% Reduce -4.4% 1,074 $896K
Destination Wealth Management 0.03% Reduce -9.1% 1,074 $895K
Cobblestone Capital Advisors LLC 0.06% No change 1,072 $894K
Guinness Atkinson Asset Management Inc 0.42% No change 1,064 $887K
Emerald Advisors, LLC 0.16% Add +1.3% 1,062 $885K
Atlas Brown,Inc. 0.32% Add +33.0% 1,052 $877K
Groesbeck Investment Management Corp. 0.93% Add +0.4% 1,050 $875K
Roberts Capital Advisors, LLC 0.84% — 1,049 $875K
Fortis Capital Advisors, LLC 0.37% Add +4.4% 1,044 $870K
BOK Financial Private Wealth, Inc. 0.06% Reduce -5.7% 1,040 $867K
Aquatic Capital Management LLC 0.03% New 1,040 $867K
iA Global Asset Management Inc. 0.02% Reduce -95.7% 1,036 $864K
Forza Wealth Management, LLC 0.45% No change 1,031 $860K
L.M. Kohn & Company 0.24% Reduce -2.0% 1,026 $856K
Carl P. Sherr & Co., LLC 0.48% No change 1,025 $855K
Cypress Wealth Services, LLC 0.20% Add +1.0% 1,022 $852K
Alera Investment Advisors, LLC 0.12% Reduce -1.2% 1,022 $852K
Greenfield Savings Bank 0.45% Reduce -1.1% 1,021 $851K
Field & Main Bank 0.33% Add +6.4% 1,017 $848K
Ledyard National Bank 0.08% Reduce -4.5% 1,014 $845K
Kingfisher Capital LLC 0.20% Add +0.1% 1,010 $842K
Dynamic Technology Lab Private Ltd 0.09% New 1,010 $842K
Beaumont Financial Advisors, LLC 0.07% Reduce -2.1% 1,007 $840K
Park Place Capital Corp 0.30% Reduce -25.7% 1,007 $840K
Compound Planning, Inc. 0.08% Add +32.9% 1,007 $839K
Tranquility Partners, LLC 0.32% Reduce -66.8% 1,003 $837K
Parkside Investments, LLC 0.13% Add +25.0% 1,000 $834K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -26.3% 1,000 $834K
Dividend Assets Capital, LLC 0.18% Reduce -32.0% 999 $833K
AMG National Trust Bank 0.02% Add +12.3% 995 $830K
Schechter Investment Advisors, LLC 0.06% Reduce -6.6% 993 $828K
Colonial Trust Advisors 0.08% Add +1.3% 990 $825K
Banque Pictet & Cie SA 0.01% New 990 $825K
Csenge Advisory Group 0.05% Add +3.7% 987 $823K
Pinnacle Wealth Planning Services, Inc. 0.12% Add +2.0% 985 $821K
Nicolet Advisory Services, LLC 0.08% Reduce -4.4% 1,020 $820K
CHICAGO TRUST Co NA 0.17% Reduce -0.8% 972 $810K
Middleton & Co. Inc. 0.09% No change 970 $809K
AE Wealth Management LLC 0.01% Reduce -84.5% 969 $808K
Raleigh Capital Management Inc. 0.35% Add +5.1% 968 $808K
Wambolt & Associates, LLC 0.24% Reduce -44.5% 975 $806K
Colonial Trust Co / SC 0.15% Reduce -16.8% 965 $805K
Mendel Capital Management LLC 0.53% Reduce -4.9% 958 $798K
Davis R M Inc. 0.02% Add +0.8% 957 $798K
Sageworth Trust Co of South Dakota 1.23% Add +5.8% 952 $794K
Marcum Wealth, LLC 0.08% Reduce -9.9% 951 $793K
River Global Investors LLP 0.20% Reduce -1.1% 952 $793K
Woodward Diversified Capital, LLC 0.49% Add +9.1% 948 $790K
Motco 0.05% No change 948 $790K
LWM Advisory Services, LLC 0.63% Reduce -1.7% 946 $789K
Inceptionr LLC 0.20% New 945 $788K
Lebenthal Global Advisors, LLC 0.18% Add +4.4% 944 $787K
GeoWealth Management, LLC 0.03% Add +33.4% 943 $786K
Malaga Cove Capital, LLC 0.32% No change 942 $785K
Brooklyn Investment Group 0.34% Add +12.2% 948 $784K
Matisse Capital 0.38% No change 937 $781K
Lazard Asset Management LLC 0.00% Add +9.4% 938 $781K
Williams Jones Wealth Management, LLC. 0.01% Reduce -11.3% 936 $780K
Pinnacle Bancorp, Inc. 0.23% No change 934 $779K
Douglass Winthrop Advisors, LLC 0.02% Add +1.5% 934 $779K
Heritage Wealth Advisors 0.04% Reduce -1.3% 929 $775K
First Commonwealth Financial Corp 0.21% Reduce -3.1% 929 $775K
Morningstar Investment Management LLC 0.08% No change 928 $774K
Badgley Phelps Wealth Managers, LLC 0.02% Add +1.0% 927 $773K
Shelton Capital Management 0.02% No change 927 $773K
Pine Haven Investment Counsel, Inc 0.67% Add +0.6% 920 $767K
Wimmer Associates 1, LLC 0.40% Reduce -1.6% 919 $766K
Canopy Partners, LLC 0.37% Reduce -1.0% 919 $766K
Columbus Macro, LLC 0.29% Reduce -3.5% 919 $766K
Legacy Wealth Asset Management, LLC 0.21% Add +0.3% 911 $760K
Catalina Capital Group, LLC 0.32% Add +77.9% 911 $759K
CreativeOne Wealth, LLC 0.03% New 910 $759K
Intrust Bank NA 0.08% Add +2.7% 910 $759K
Concourse Financial Group Securities, Inc. 0.05% Add +3.8% 908 $757K
J.W. Cole Advisors, Inc. 0.04% Reduce -0.3% 909 $756K
Bison Wealth, LLC 0.12% Reduce -0.4% 906 $756K
Accurate Wealth Management, LLC 0.22% Add +1.4% 1,007 $755K
Northwest & Ethical Investments L.P. 0.02% New 904 $754K
Bank of Nova Scotia Trust Co. 0.08% Reduce -2.7% 903 $753K
Payden & Rygel Investment Group 0.05% — 900 $750K
Payden & Rygel 0.05% No change 900 $750K
Clarius Group, LLC 0.05% Reduce -11.3% 898 $749K
Tower Bridge Advisors 0.08% Reduce -3.8% 887 $739K
Buckingham Strategic Wealth, LLC 0.01% Add +0.6% 885 $738K
Zhang Financial LLC 0.05% Add +24.0% 883 $736K
Patron Partners, LLC 0.45% Reduce -6.4% 883 $736K
Veltria Advisors Corp. 0.19% New 881 $734K
Core Alternative Capital 0.13% Reduce -10.4% 880 $734K
Personal Cfo Solutions, LLC 0.11% Add +2.0% 877 $732K
Guardian Wealth Advisors, LLC / NC 0.09% Add +1.6% 868 $724K
International Assets Investment Management, LLC 0.08% Add +10.5% 874 $722K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.2% 865 $721K
Paragon Private Wealth Management, LLC 0.43% Add +11.6% 865 $721K
ABLE Financial Group, LLC 0.28% Reduce -1.9% 865 $721K
Aureus Asset Management, LLC 0.05% Add +3.2% 861 $718K
Hoxton Planning & Management, LLC 0.34% Add +2.3% 859 $716K
Foundations Investment Advisors, LLC 0.02% Reduce -9.1% 853 $711K
Transatlantique Private Wealth LLC 0.31% Add +1.1% 851 $709K
Sunbelt Securities, Inc. 0.08% Add +26.0% 849 $708K
Choreo, LLC 0.02% Reduce -0.1% 846 $705K
Crumly & Associates Inc. 0.19% Reduce -0.3% 845 $704K
Avidian Wealth Enterprises, LLC 0.04% Add +6.2% 842 $702K
Burns J W & Co. Inc. 0.10% Reduce -2.3% 840 $700K
Credential Qtrade Securities Inc. 0.04% Add +1.0% 839 $699K
Roberts Glore & Co. Inc. 0.21% Reduce -0.2% 832 $694K
First Business Financial Services, Inc. 0.07% No change 830 $692K
Foster Dykema Cabot & Partners, LLC 0.06% Add +29.1% 830 $692K
Northern Financial Advisors Inc 0.54% Reduce -0.7% 828 $690K
Waterway Wealth Management, LLC 0.30% Add +23.6% 827 $689K
FAS Wealth Partners, Inc. 0.06% Add +0.6% 826 $689K
Rockline Wealth Management, LLC 0.24% No change 823 $686K
Formidable Asset Management, LLC 0.11% Add +1.2% 822 $685K
Aaron Wealth Advisors LLC 0.10% Reduce -19.8% 822 $685K
Doliver Advisors, LP 0.19% Reduce -25.2% 821 $684K
SevenBridge Financial Group, LLC 0.15% Add +122.1% 895 $684K
Imprint Wealth LLC 0.17% New 826 $683K
Cynosure Group, LLC 0.12% Add +138.2% 817 $681K
PAX Financial Group, LLC 0.14% Reduce -6.7% 811 $676K
Sompo Asset Management Co., Ltd. 0.11% Reduce -17.4% 810 $675K
Fortitude Family Office, LLC 0.45% No change 808 $674K
Sentry Investment Management LLC 0.26% No change 807 $673K
Boltwood Capital Management 0.21% Reduce -1.1% 806 $672K
Burford Brothers, Inc. 0.44% Add +1.8% 800 $667K
Caas Capital Management LP 0.28% New 800 $667K
Cullinan Associates Inc. 0.04% No change 800 $667K
D. E. Shaw & Co. 0.00% Reduce -53.1% 800 $667K
MTM Investment Management, LLC 0.27% No change 799 $666K
Waldron Private Wealth LLC 0.03% Reduce -13.0% 798 $666K
MQS Management LLC 0.38% New 798 $665K
Prosperity Consulting Group, LLC 0.08% Add +25.3% 797 $664K
Catalyst Financial Partners LLC 0.17% Reduce -6.2% 881 $664K
McGlone Suttner Wealth Management, Inc. 0.12% Add +4.1% 795 $663K
LM Advisors LLC 0.12% Add +248.9% 792 $661K
Graham Capital Management, L.P. 0.04% New 792 $660K
SeaCrest Wealth Management, LLC 0.08% Reduce -0.6% 781 $651K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% Reduce -11.4% 780 $650K
Legacy Trust 0.16% Add +0.9% 779 $649K
Etesian Wealth Advisors, Inc. 0.37% Reduce -3.0% 776 $647K
Hummer Financial Advisory Services Inc 0.53% Add +3.3% 775 $646K
BHK Investment Advisors, LLC 0.25% Add +207.2% 771 $643K
Smart Portfolios, LLC 0.68% Add +3.4% 770 $642K
Smithbridge Asset Management Inc. 0.13% No change 770 $642K
First Interstate Bank 0.04% Reduce -4.7% 769 $641K
Nicolet Bankshares Inc. 0.13% Add +0.9% 768 $640K
Oakworth Capital, Inc. 0.05% Reduce -2.2% 762 $635K
PEAK6 Investments LLC 0.03% Reduce -54.3% 757 $631K
Passumpsic Savings Bank 0.40% — 756 $630K
KLR Investment Advisors, LLC 0.46% Add +1.6% 829 $630K
Wolf Group Capital Advisors 0.30% No change 911 $630K
Wealth Management Partners, LLC 0.32% Reduce -4.6% 754 $628K
Glass Wealth Management Co LLC 0.38% — 750 $625K
Dodge & Cox 0.00% No change 750 $625K
Focus Partners Advisor Solutions, LLC 0.02% Add +164.7% 749 $625K
Burke & Herbert Bank & Trust Co. 0.47% Reduce -3.9% 749 $624K
Northwest Bank & Trust Co 0.57% Reduce -0.5% 825 $623K
Intrua Financial, LLC 0.10% Reduce -1.2% 747 $622K
Nicholas Hoffman & Company, LLC. 0.03% Add +8.0% 746 $622K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +22.7% 736 $614K
Concord Wealth Partners 0.11% Reduce -1.5% 734 $612K
Sara-Bay Financial 0.27% Add +54.9% 739 $611K
1834 Investment Advisors Co. 0.07% Add +6.6% 728 $607K
Wealthcare Advisory Partners LLC 0.02% Add +0.8% 725 $605K
Blueprint Investment Partners LLC 0.12% Add +9.9% 724 $604K
Kowal Investment Group, LLC 0.13% Add +6.5% 723 $603K
Waterloo Capital, L.P. 0.08% Add +44.7% 722 $602K
Wealth Alliance, LLC 0.08% Add +69.7% 721 $601K
ERn Financial, LLC 0.10% Reduce -1.0% 714 $596K
Centurion Wealth Management LLC 0.23% Reduce -8.0% 714 $595K
Versor Investments LP 0.12% New 707 $589K
Kolinsky Wealth Management, LLC 0.45% Add +6.0% 706 $589K
Schear Investment Advisers, LLC 0.47% Add +1.9% 703 $586K
Buckley Wealth Management, LLC 0.19% Add +1.7% 703 $586K
Powell Investment Advisors, LLC 0.31% Reduce -0.3% 702 $585K
Allen Investment Management, LLC 0.01% Reduce -5.8% 702 $585K
LMCG Investments, LLC 0.03% Reduce -2.6% 698 $582K
PFG Investments, LLC 0.04% Add +44.6% 697 $581K
JNBA Financial Advisors 0.06% Reduce -12.6% 697 $581K
Kingswood Wealth Advisors, LLC 0.07% Add +2.5% 696 $581K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -18.8% 692 $577K
Cooper Financial Group 0.09% Add +4.9% 691 $576K
Capital Advisors, Ltd. LLC 0.08% Add +3.0% 691 $576K
Everpar Advisors LLC 0.35% Reduce -2.4% 690 $575K
Probity Advisors, Inc. 0.12% Reduce -1.3% 690 $575K
Rede Wealth, LLC 0.24% Add +1.2% 689 $575K
Virtue Capital Management, LLC 0.10% Reduce -34.6% 738 $572K
Americana Partners, LLC 0.05% Reduce -33.6% 685 $571K
Sterling Investment Counsel, LLC 0.26% Add +8.7% 685 $571K
New Hampshire Trust 0.13% Reduce -5.8% 683 $569K
Quent Capital, LLC 0.07% Add +11.3% 680 $568K
Parisi Gray Wealth Management 0.21% Add +0.6% 678 $566K
Resonant Capital Advisors, LLC 0.05% Add +8.0% 678 $565K
Simmons Bank 0.04% Reduce -3.0% 674 $562K
Realta Investment Advisors 0.12% Reduce -2.6% 674 $562K
TFG Advisers LLC 0.22% Reduce -1.5% 667 $556K
Essex Financial Services, Inc. 0.05% Reduce -3.8% 667 $556K
AA Financial Advisors, LLC 0.22% New 664 $554K
Certuity, LLC 0.05% Add +28.8% 662 $552K
Arkadios Wealth Advisors 0.04% Add +3.0% 659 $549K
Bremer Bank National Association 0.10% Reduce -61.2% 657 $548K
Abn Amro Investment Solutions 0.01% Reduce -7.1% 657 $548K
Aberdeen Wealth Management LLC 0.32% No change 656 $547K
Sachetta, LLC 0.26% No change 673 $547K
Phillips Wealth Planners LLC 0.63% Reduce -1.6% 727 $545K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Reduce -2.3% 653 $544K
Jacobi Capital Management LLC 0.05% Reduce -0.9% 652 $543K
Asahi Life Asset Management Co., LTD. 0.32% Add +78.1% 650 $542K
Uncommon Cents Investing LLC 0.17% No change 650 $542K
Symmetry Partners, LLC 0.04% No change 649 $541K
Keel Point, LLC 0.06% Add +10.4% 648 $541K
Norden Group LLC 0.11% Add +38.5% 648 $540K
Legacy Financial Advisors, Inc. 0.10% Reduce -3.3% 648 $540K
W.H. Cornerstone Investments Inc. 0.39% Add +0.3% 646 $538K
Strategy Asset Managers LLC 0.11% Add +4.5% 644 $537K
Darden Wealth Group Inc 0.42% Reduce -8.0% 642 $536K
W Advisors, LLC 0.37% Add +0.6% 641 $534K
Cidel Asset Management Inc. 0.04% No change 637 $531K
Parkside Financial Bank & Trust 0.09% Reduce -0.2% 636 $530K
Bell Bank 0.05% Add +114.9% 636 $530K
Crestwood Advisors Group, LLC 0.01% Add +17.4% 635 $529K
Legacy Advisory Services, LLC 0.50% Reduce -1.4% 632 $527K
Gratus Capital, LLC 0.02% Add +11.5% 632 $527K
Harbour Investments, Inc. 0.02% Add +24.7% 626 $522K
Peak Asset Management, LLC 0.10% Add +0.5% 624 $520K
Chicago Partners Investment Group LLC 0.02% Add +6.3% 678 $520K
Drive Wealth Management, LLC 0.15% Add +0.7% 621 $518K
Kuhn & Co Investment Counsel 0.48% No change 617 $514K
Powers Advisory Group, LLC 0.29% Reduce -0.5% 612 $510K
Welch Group, LLC 0.03% No change 612 $510K
Diversify Advisory Services, LLC 0.03% — 614 $508K
Holderness Investments Co. 0.12% Add +0.8% 608 $507K
Tradewinds, LLC. 0.24% — 607 $506K
Chemung Canal Trust Co. 0.10% Add +4.8% 607 $506K
Regal Investment Advisors LLC 0.03% Add +13.1% 605 $504K
Wharton Business Group, LLC 0.02% Reduce -5.5% 603 $503K
Full Sail Capital, LLC 0.04% Reduce -3.1% 602 $502K
Bantamac Capital, LLC 0.29% No change 601 $501K
Brandywine Oak Private Wealth LLC 0.05% No change 601 $501K
Sage Mountain Advisors LLC 0.05% Add +10.7% 598 $499K
Geneos Wealth Management Inc. 0.02% Add +6.0% 598 $498K
VeraBank, N.A. 0.15% Reduce -30.9% 594 $495K
Kozak & Associates, Inc. 0.13% Reduce -10.0% 613 $495K
Integral Investment Advisors, Inc. 0.20% Add +36.7% 592 $494K
Northstar Advisory Group, LLC 0.30% Add +23.7% 626 $494K
Seelaus Asset Management LLC 0.51% Reduce -9.9% 592 $494K
iSAM Funds (UK) Ltd 0.28% New 592 $494K
Angeles Investment Advisors, LLC 0.03% No change 590 $492K
Angeles Wealth Management, LLC 0.05% Add +0.3% 588 $490K
Sather Financial Group Inc 0.04% Add +1.0% 588 $490K
Mill Creek Capital Advisors, LLC 0.01% Reduce -0.3% 587 $489K
Interchange Capital Partners, LLC 0.33% Add +44.6% 551 $488K
Geller Advisors LLC 0.04% Add +7.2% 584 $487K
Brookstone Capital Management 0.01% Add +9.6% 583 $486K
PDS Planning, Inc 0.05% Add +0.7% 583 $486K
Randall & Associates Wealth Management 0.44% Reduce -17.6% 582 $485K
US Asset Management LLC 0.44% Reduce -1.5% 580 $484K
Obermeyer Wealth Partners 0.03% Reduce -4.3% 580 $484K
Knightsbridge Asset Management, LLC 0.14% No change 595 $483K
Ascent Group, LLC 0.04% Add +51.7% 578 $482K
Banque Cantonale Vaudoise 0.02% Reduce -62.6% 577 $481K
Continuum Advisory, LLC 0.07% Reduce -34.7% 608 $480K
Objective Capital Management, LLC 0.32% Add +35.4% 570 $475K
Composition Wealth, LLC 0.01% Add +5.4% 568 $473K
Strategic Blueprint, LLC 0.03% Add +27.5% 565 $471K
Agate Pass Investment Management, LLC 0.25% Add +26.2% 564 $470K
Proficio Capital Partners LLC 0.05% Add +3.7% 562 $468K
Sherbrooke Park Advisers LLC 0.09% New 560 $467K
Renasant Bank 0.33% Reduce -9.3% 557 $464K
Callan Family Office, LLC 0.11% Add +61.0% 557 $464K
Lodestar Private Asset Management LLC 0.07% Add +115.1% 555 $463K
Emfo, LLC 0.42% Reduce -26.7% 550 $459K
Arbor Trust Wealth Advisors, LLC 0.25% Add +18.6% 581 $455K
Perpetual Ltd 0.00% No change 545 $455K
Avestar Capital, LLC 0.05% Add +30.2% 543 $453K
ROI Financial Advisors, LLC 0.35% Add +0.4% 541 $451K
Gries Financial LLC 0.08% Reduce -83.0% 540 $450K
Weik Capital Management 0.19% Reduce -0.9% 540 $450K
Key Financial Inc 0.11% No change 540 $450K
Focus Financial Network, Inc. 0.02% — 601 $449K
MBB Public Markets I LLC 0.03% New 536 $447K
Goelzer Investment Management, Inc. 0.03% Reduce -15.5% 534 $445K
Carmel Capital Partners, LLC 0.18% Add +1.3% 533 $444K
Entropy Technologies, LP 0.05% New 533 $444K
Legacy Advisors, LLC 0.06% Reduce -27.4% 532 $444K
Citizens Financial Group Inc. 0.01% Add +15.7% 532 $444K
Nightview Capital, LLC 0.61% Reduce -59.3% 531 $443K
Trust Co of the South 0.10% Reduce -47.7% 529 $441K
Todd Asset Management LLC 0.01% No change 528 $440K
Gray Wealth Management Inc. 0.20% Add +0.2% 527 $439K
Hall Capital Management Co. Inc. 0.22% Reduce -2.1% 524 $437K
Ethos Financial Group, LLC 0.08% Reduce -70.6% 521 $435K
Good Life Advisors, LLC 0.04% Reduce -0.8% 522 $435K
Tradition Wealth Management, LLC 0.04% Add +2.0% 521 $434K
Traphagen Investment Advisors LLC 0.05% Add +3.4% 519 $433K
Riverwater Partners LLC 0.32% Add +22.1% 519 $433K
BigSur Wealth Management LLC 0.14% Add +2.0% 517 $431K
L2 Asset Management, LLC 0.14% Add +8.4% 515 $429K
West Michigan Advisors, LLC 0.14% Reduce -30.7% 515 $429K
Evernest Financial Advisors, LLC 0.20% Reduce -10.3% 572 $429K
Gryphon Financial Partners LLC 0.07% Add +17.7% 513 $428K
Blue Trust, Inc. 0.01% Reduce -32.0% 512 $427K
Marathon Mission, Inc. 0.34% Reduce -3.4% 511 $426K
Strait & Sound Wealth Management LLC 0.24% Reduce -0.6% 541 $425K
Gleason Group, Inc. 0.09% Add +0.6% 510 $425K
Thoroughbred Financial Services, LLC 0.04% Reduce -56.0% 508 $424K
Syntax Research, Inc. 0.32% Add +5.0% 508 $423K
Duncker Streett & Co. Inc. 0.08% No change 507 $423K
Rovin Capital /Ut/ 0.17% Add +6.5% 505 $421K
Loudon Investment Management, LLC 0.24% Reduce -46.6% 500 $417K
Legacy Wealth Management, LLC / MS 0.19% Reduce -5.3% 500 $417K
Carr Financial Group Corp 0.14% Add +0.4% 499 $416K
Berkshire Asset Management LLC 0.02% Reduce -20.8% 498 $416K
Guyasuta Investment Advisors Inc. 0.03% No change 512 $416K
AdvisorNet Financial, Inc 0.04% Add +32.8% 498 $415K
Summitry LLC 0.02% Add +16.6% 498 $415K
CW Advisors, LLC 0.01% Reduce -2.2% 497 $415K
Aspiriant, LLC 0.02% Reduce -2.5% 497 $414K
Symphony Financial, Ltd. Co. 0.10% Add +1.0% 496 $414K
Evoke Wealth, LLC 0.01% New 494 $412K
Holistic Financial Partners 0.21% Reduce -18.6% 494 $412K
Everhart Financial Group, Inc. 0.12% Add +9.6% 493 $411K
Neville Rodie & Shaw Inc. 0.03% Add +23.3% 493 $411K
Balefire, LLC 0.15% Add +50.0% 492 $410K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -14.0% 491 $409K
Capital Asset Advisory Services LLC 0.02% Reduce -24.2% 513 $409K
Exchange Bank 0.34% Reduce -1.8% 489 $408K
Integrity Financial Corp 0.28% No change 488 $407K
Edge Capital Group, LLC 0.02% Reduce -19.4% 487 $406K
Freestone Capital Holdings, LLC 0.02% Reduce -0.2% 487 $406K
Roberts Financial Services LLC 0.08% Reduce -10.4% 482 $402K
Baker Tilly Wealth Management, LLC 0.07% Add +6.7% 481 $401K
O'ROURKE & COMPANY, Inc 0.23% Reduce -37.7% 481 $401K
Allstate Corp. 0.03% Reduce -5.5% 478 $399K
Union Savings Bank 0.21% Reduce -7.8% 475 $396K
Nwam LLC 0.03% Reduce -92.2% 506 $396K
Regent Peak Wealth Advisors LLC 0.10% Add +0.4% 474 $395K
Boothbay Fund Management, LLC 0.01% Reduce -0.6% 472 $394K
Johnson Financial Group, Inc. 0.02% Reduce -22.9% 471 $393K
CWA Asset Management Group, LLC 0.02% Add +39.9% 470 $392K
Main Street Financial Solutions, LLC 0.04% Reduce -14.7% 470 $392K
Hurlow Wealth Management Group, Inc. 0.14% Add +0.2% 470 $392K
Rothschild Investment LLC 0.03% Add +6.6% 468 $390K
Natixis 0.00% New 468 $390K
Hazlett, Burt & Watson, Inc. 0.23% Add +2.2% 462 $390K
Private Advisory Group LLC 0.06% Add +5.0% 466 $389K
Redhawk Wealth Advisors, Inc. 0.06% New 466 $388K
Portman Square Capital LLP 0.40% Reduce -3.9% 465 $388K
Autumn Glory Partners, LLC 0.19% No change 465 $388K
Bank of New Hampshire 0.10% No change 464 $387K
Ellis Investment Partners, LLC 0.08% Add +0.4% 463 $386K
Prio Wealth Limited Partnership 0.01% New 463 $386K
GTS Securities LLC 0.01% Reduce -94.8% 463 $386K
Lane & Associates LLC 0.24% Reduce -30.5% 463 $386K
Meeder Asset Management Inc. 0.02% Add +9.7% 462 $385K
XML Financial, LLC 0.04% Add +12.2% 461 $384K
MBL Wealth, LLC 0.04% Add +2.5% 459 $383K
Jackson Hole Capital Partners, LLC 0.09% Reduce -3.2% 458 $382K
Fiera Capital Corp 0.00% No change 458 $382K
MCF Advisors LLC 0.03% Reduce -3.4% 456 $380K
Moseley Investment Management Inc. 0.19% Add +0.9% 456 $380K
ICICI Prudential Asset Management Co Ltd 0.04% Reduce -90.0% 455 $379K
Boyd Watterson Asset Management LLC 0.14% No change 452 $377K
Brown, Lisle/Cummings, Inc. 0.13% No change 451 $376K
Cadence Bank 0.03% Reduce -4.7% 451 $376K
Investment Partners, LTD. 0.17% New 450 $375K
Hancock Whitney Corp. 0.01% Reduce -5.3% 450 $375K
Evermay Wealth Management LLC 0.06% Reduce -0.2% 449 $374K
Abner Herrman & Brock LLC 0.05% No change 449 $374K
Prestige Wealth Management Group LLC 0.08% Reduce -49.8% 446 $372K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +5.9% 446 $372K
Perennial Investment Advisors, LLC 0.06% Add +1.8% 445 $371K
Shulman DeMeo Asset Management LLC 0.10% No change 444 $370K
Central Valley Advisors, LLC 0.19% Add +1.4% 443 $369K
Sierra Summit Advisors LLC 0.10% Reduce -22.3% 443 $369K
True North Advisors, LLC 0.10% Add +16.9% 442 $368K
Gsa Capital Partners LLP 0.03% New 442 $368K
West Bancorporation Inc. 0.24% Reduce -2.9% 441 $368K
EagleClaw Capital Managment, LLC 0.07% No change 440 $367K
Kovack Advisors, Inc. 0.04% Reduce -22.7% 440 $367K
Astoria Portfolio Advisors LLC. 0.14% Reduce -0.2% 480 $366K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -18.9% 438 $364K
HBW Advisory Services LLC 0.07% No change 449 $364K
Phoenix Wealth Advisors 0.22% Reduce -0.9% 434 $362K
LVW Advisors, LLC 0.06% Add +2.9% 433 $361K
Silverlake Wealth Management LLC 0.18% Add +11.6% 432 $360K
Cohen Capital Management, Inc. 0.06% Add +30.6% 431 $359K
FSB Premier Wealth Management, Inc. 0.17% Add +0.2% 430 $358K
RFP Financial Group LLC 0.14% Add +0.5% 426 $355K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +72.5% 426 $355K
D'Orazio & Associates, Inc. 0.06% Add +12.7% 426 $355K
Biltmore Family Office, LLC 0.07% No change 425 $355K
Tobam 0.03% Add +89.7% 425 $354K
Seed Wealth Management, Inc. 0.34% Reduce -6.0% 427 $353K
Calydon Capital 0.07% Reduce -1.6% 430 $353K
Moody National Bank Trust Division 0.03% No change 421 $351K
Trilogy Capital Inc. 0.02% Add +8.3% 419 $349K
Concord Asset Management, LLC 0.09% Reduce -3.7% 417 $348K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +2.7% 455 $346K
Austin Private Wealth, LLC 0.04% Add +13.1% 424 $345K
EverSource Wealth Advisors, LLC 0.03% Reduce -1.3% 458 $345K
Procyon Advisors, LLC 0.03% Reduce -0.7% 413 $345K
Kiely Wealth Advisory Group, Inc. 0.20% No change 450 $344K
Signature Wealth Management Partners, LLC 0.28% Reduce -1.0% 411 $343K
Grove Bank & Trust 0.06% Add +1.5% 410 $342K
ML & R Wealth Management LLC 0.08% No change 409 $341K
Tiemann Investment Advisors, LLC 0.15% No change 408 $340K
Baxter Bros Inc. 0.04% Add +13.3% 408 $340K
CX Institutional 0.02% Reduce -1.4% 407 $339K
Zullo Investment Group, Inc. 0.16% Add +1.8% 406 $338K
Cambridge Advisors Inc. 0.08% No change 406 $338K
Empower Advisory Group, LLC 0.00% Reduce -11.6% 406 $338K
McKinley Carter Wealth Services, Inc. 0.02% No change 405 $338K
Mengis Capital Management, Inc. 0.05% No change 405 $338K
Cornerstone Wealth Group, LLC 0.03% New 404 $337K
CoreCap Advisors, LLC 0.02% New 403 $336K
Alta Advisers Ltd 0.17% No change 400 $333K
Fort Point Capital Partners LLC 0.05% Reduce -10.1% 400 $333K
Violich Capital Management, Inc. 0.05% New 400 $333K
Verum Partners LLC 0.12% Add +0.5% 398 $332K
Measured Wealth Private Client Group, LLC 0.12% Reduce -0.5% 395 $329K
CarsonAllaria Wealth Management, Ltd. 0.21% Add +26.4% 393 $328K
Hillman Capital Management, Inc. 0.10% Reduce -4.2% 390 $325K
LCNB Corp. 0.12% Add +1.0% 387 $323K
Gradient Capital Advisors, LLC 0.12% No change 385 $321K
Founders Financial Alliance, LLC 0.10% Reduce -25.8% 385 $321K
Excalibur Management Corp. 0.13% No change 382 $318K
Waters Parkerson & Co., LLC 0.02% New 381 $318K
Larson Financial Group LLC 0.02% Add +161.0% 381 $318K
Marest Capital, LLC 0.29% Add +1.1% 381 $317K
Alpha Family Trust 0.19% No change 380 $317K
Bank of Stockton 0.10% New 380 $317K
Acima Private Wealth, LLC 0.12% No change 379 $316K
Relyea Zuckerberg Hanson LLC 0.06% Add +24.8% 378 $315K
Sivia Capital Partners, LLC 0.21% No change 375 $313K
Ignite Planners, LLC 0.09% Reduce -0.5% 378 $313K
TMD Wealth Management, LLC 0.07% Add +9.7% 374 $312K
King Luther Capital Management Corp. 0.00% Reduce -81.4% 374 $312K
JFS Wealth Advisors, LLC 0.02% Reduce -3.1% 373 $311K
Global Strategic Investment Solutions, LLC 0.04% New 372 $310K
PFG Advisors 0.02% Reduce -3.6% 371 $309K
Palumbo Wealth Management LLC 0.14% Add +0.5% 369 $308K
Old Port Advisors 0.09% Add +6.7% 368 $307K
Legacy Capital Group California, Inc. 0.11% Reduce -0.8% 367 $306K
Balanced Rock Investment Advisors LLC 0.26% Reduce -4.4% 366 $305K
Steel Grove Capital Advisors, LLC 0.04% New 365 $304K
Pacific Capital Partners Ltd 0.20% Reduce -34.8% 365 $304K
Compass Ion Advisors, LLC 0.04% Add +0.6% 364 $304K
Red Door Wealth Management, LLC 0.06% Reduce -0.3% 363 $303K
Summit Global Investments 0.02% New 363 $302K
Enterprise Bank & Trust Co 0.10% Add +0.3% 361 $301K
Patten Group, Inc. 0.07% No change 361 $301K
Thrive Wealth Management, LLC 0.06% Add +15.0% 361 $301K
Boit C F David 0.16% No change 400 $301K
First Bancorp, Inc 0.23% Add +0.8% 360 $300K
CYBER HORNET ETFs LLC 0.36% Reduce -1.9% 362 $299K
Versant Capital Management, Inc 0.09% No change 359 $299K
O'Keefe Stevens Advisory, Inc. 0.10% New 358 $298K
SYM FINANCIAL Corp 0.05% Add +24.3% 358 $298K
Trust Co 0.04% Reduce -1.1% 358 $298K
Sageworth Trust Co 0.02% No change 358 $298K
Weil Company, Inc. 0.12% Add +0.6% 356 $297K
Root Financial Partners, LLC 0.09% Add +19.7% 353 $294K
Aspen Grove Capital, LLC 0.08% Add +24.9% 351 $293K
Braun-Bostich & Associates Inc. 0.24% Reduce -14.0% 350 $292K
Villere St Denis J & Co. LLC 0.02% No change 350 $292K
Fermata Advisors, LLC 0.07% Add +27.7% 350 $291K
WMS Partners, LLC 0.02% Add +6.1% 349 $291K
American National Bank & Trust 0.04% Reduce -48.3% 349 $291K
Armstrong Advisory Group, Inc. 0.03% No change 356 $289K
Hyperion Partners, LLC 0.21% Reduce -2.8% 346 $288K
CRA Financial Services, LLC 0.06% Reduce -16.7% 345 $288K
Element Wealth, LLC 0.17% Reduce -1.1% 344 $287K
TrueWealth Advisors, LLC 0.11% New 344 $286K
Washington Trust Bank 0.03% Add +14.4% 342 $285K
Cape Investment Advisory, Inc. 0.13% Add +4.3% 342 $285K
Peoples Bank 0.22% No change 341 $284K
Berkeley, Inc 0.17% Reduce -64.7% 341 $284K
Institute for Wealth Management, LLC. 0.04% Reduce -8.4% 340 $283K
Grandfield & Dodd, LLC 0.02% No change 338 $282K
Legacy Edge Advisors, LLC 0.06% No change 338 $282K
Chicago Capital, LLC 0.01% Add +29.6% 337 $281K
GC Wealth Management RIA, LLC 0.06% New 336 $280K
Kathmere Capital Management, LLC 0.03% Add +1.2% 334 $278K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 332 $276K
Watts Gwilliam & Co., LLC 0.08% — 342 $275K
Alliance Wealth Advisors, LLC 0.17% Add +2.8% 329 $274K
Bruce G. Allen Investments, LLC 0.22% Add +2.2% 327 $273K
Foster & Motley Inc. 0.02% Reduce -0.9% 326 $272K
Northeast Financial Consultants Inc 0.01% No change 326 $272K
SouthState Bank Corp 0.02% Add +5.2% 326 $272K
Magellan Asset Management Ltd 0.00% Reduce -19.3% 326 $272K
Weaver Consulting Group 0.10% No change 325 $271K
Private Capital Management, LLC 0.03% Reduce -3.0% 325 $271K
Cahaba Wealth Management, Inc. 0.02% No change 324 $270K
Cascade Financial Partners, LLC 0.04% — 353 $270K
Fort Sheridan Advisors LLC 0.05% Add +7.7% 323 $269K
Carret Asset Management, LLC 0.03% Add +8.4% 322 $268K
Rather & Kittrell, Inc. 0.08% New 321 $268K
Magnus Financial Group LLC 0.03% Add +0.3% 321 $267K
Barlow Wealth Partners, LLC 0.04% Reduce -69.8% 349 $266K
Winning Points Advisors, LLC 0.41% No change 328 $266K
Cornerstone Wealth Management, LLC 0.02% Add +0.6% 319 $266K
Traynor Capital Management, Inc. 0.03% Reduce -7.8% 318 $265K
Abacus Planning Group, Inc. 0.05% Reduce -5.1% 317 $264K
Amplius Wealth Advisors, LLC 0.03% Reduce -58.1% 317 $264K
Peoples Bank 0.15% Add +12.9% 316 $263K
Pin Oak Investment Advisors Inc. 0.25% No change 315 $263K
Five Oceans Advisors 0.14% Add +1.0% 315 $263K
Onyx Bridge Wealth Group LLC 0.05% Add +2.1% 342 $261K
Baker Boyer National Bank 0.09% No change 313 $261K
Cornerstone Advisory, LLC 0.04% Add +13.0% 313 $261K
AJ Advisors, LLC 0.14% Add +3.0% 313 $261K
FLC Capital Advisors 0.07% Add +16.9% 311 $259K
Fairview Capital Investment Management, LLC 0.01% No change 311 $259K
Values Added Financial LLC 0.20% No change 307 $256K
Vista Investment Partners LLC 0.09% Reduce -1.3% 307 $256K
FORA Capital, LLC 0.02% New 306 $255K
Copeland Capital Management, LLC 0.00% Reduce -98.2% 305 $254K
Clear Creek Financial Management, LLC 0.03% Add +1.3% 304 $253K
Klingenstein Fields & Co. LP 0.01% No change 304 $253K
Enterprise Financial Services Corp 0.15% Reduce -41.7% 302 $252K
Crescent Grove Advisors, LLC 0.03% New 300 $250K
Taurus Asset Management, LLC 0.03% No change 300 $250K
Financial Perspectives, Inc 0.09% No change 299 $250K
ShoreHaven Wealth Partners, LLC 0.14% No change 299 $250K
Valley Brook Capital Group, Inc. 0.20% Add +3.5% 298 $248K
CFM Wealth Partners LLC 0.05% Reduce -3.6% 296 $247K
Rosenberg Matthew Hamilton 0.07% Reduce -2.3% 298 $246K
Gen-Wealth Partners Inc 0.12% — 295 $246K
Wedge Capital Management L L P 0.00% Add +2.5% 293 $244K
Concentric Wealth Management, LLC 0.06% Add +8.2% 292 $243K
Freedom Day Solutions, LLC 0.09% No change 291 $242K
Visionary Wealth Advisors 0.02% Reduce -2.4% 291 $242K
White Knight Strategic Wealth Advisors, LLC 0.25% No change 288 $240K
West Coast Financial LLC 0.03% New 288 $240K
Vise Technologies, Inc. 0.05% Add +2.5% 287 $239K
Bath Savings Trust Co 0.03% No change 287 $239K
North Star Asset Management Inc. 0.01% Add +3.6% 287 $239K
FDx Advisors, Inc. 0.04% Reduce -89.9% 287 $239K
Journey Strategic Wealth LLC 0.01% New 286 $239K
NBW Capital LLC 0.05% Reduce -16.6% 286 $238K
New Republic Capital, LLC 0.15% Reduce -3.1% 285 $238K
Centric Wealth Management 0.08% Add +9.8% 314 $237K
HCR Wealth Advisors 0.04% New 283 $236K
CAP Partners, LLC 0.21% Add +0.3% 283 $236K
Joule Financial, LLC 0.10% New 282 $235K
Capital Advisors Wealth Management, LLC 0.05% Add +0.4% 281 $235K
Zions Bancorporation, N.A. 0.02% Add +19.1% 281 $234K
Smithfield Trust Co 0.01% Add +1.8% 280 $234K
BIP Wealth, LLC 0.02% New 280 $233K
McDaniel Terry & Co. 0.02% Add +5.7% 280 $233K
Portfolio Design Labs, LLC 0.08% New 279 $233K
Whalerock Point Partners, LLC 0.07% Reduce -11.4% 279 $233K
Leavell Investment Management, Inc. 0.01% Reduce -2.1% 278 $232K
Prentice Wealth Management LLC 0.08% New 278 $232K
DRW Securities, LLC 0.01% Reduce -81.7% 280 $232K
Silver Oak Securities, Incorporated 0.04% Reduce -34.0% 277 $231K
Davidson Trust Co. 0.13% Reduce -6.8% 276 $230K
Lakeshore Financial Planning, Inc. 0.12% Reduce -0.4% 275 $230K
LaSalle St. Investment Advisors, LLC 0.13% No change 283 $230K
CSU Producer Resources, Inc. 0.75% No change 275 $229K
Congress Park Capital LLC 0.10% Reduce -35.3% 275 $229K
Tocqueville Asset Management L.P. 0.00% Add +5.8% 275 $229K
Fidelity D & D Bancorp Inc. 0.17% Reduce -16.8% 273 $228K
Register Financial Advisors LLC 0.12% Add +0.4% 273 $227K
Opal Wealth Advisors, LLC 0.08% Reduce -32.3% 272 $227K
Sheaff Brock Investment Advisors, LLC 0.02% Add +4.6% 272 $227K
Poehling Capital Management, INC. 0.06% Add +0.7% 271 $226K
TCI Wealth Advisors, Inc. 0.02% Reduce -7.2% 270 $225K
Greystone Financial Group, LLC 0.04% Reduce -4.9% 270 $225K
Clark Financial Services Group Inc. 0.27% New 270 $225K
Childress Capital Advisors, LLC 0.07% No change 269 $224K
Triad Wealth Partners, LLC 0.17% — 269 $224K
Soltis Investment Advisors LLC 0.03% New 269 $224K
Advisor OS, LLC 0.03% New 269 $224K
Diversified, LLC 0.03% Add +1.1% 267 $222K
Wayfinding Financial, LLC 0.13% Add +0.7% 286 $222K
Nikulski Financial, Inc. 0.07% Reduce -21.1% 266 $222K
Baker Avenue Asset Management, LP 0.01% Reduce -28.9% 265 $221K
Douglas Lane & Associates, LLC 0.00% Reduce -23.2% 265 $221K
Physician Wealth Advisors, Inc. 0.05% New 294 $221K
Talisman Wealth Advisors LLC 0.28% Reduce -0.8% 265 $221K
Moneco Advisors, LLC 0.03% Add +5.6% 264 $220K
Verity Asset Management, Inc. 0.12% Add +0.8% 263 $219K
Alhambra Investment Management LLC 0.12% No change 263 $219K
Clifford Group, LLC 0.18% No change 262 $219K
Blueshift Asset Management, LLC 0.11% New 262 $218K
Farmers Trust Co. 0.04% New 262 $218K
Mosaic Financial Group, LLC 0.17% — 261 $218K
New Century Financial Group, LLC 0.15% Add +0.8% 261 $218K
NFSG Corp 0.09% Reduce -15.3% 261 $217K
Nemes Rush Group LLC 0.03% Reduce -5.5% 260 $217K
Missouri Trust & Investment Co 0.08% No change 259 $216K
Gerber Kawasaki Wealth & Investment Management 0.01% New 258 $216K
Callan Capital, LLC 0.02% New 257 $214K
Westmount Partners, LLC 0.08% Reduce -1.2% 255 $213K
Modern Wealth Management, LLC 0.02% New 255 $213K
Meyer Handelman Co. 0.01% No change 255 $213K
Peregrine Asset Advisers, Inc. 0.08% No change 254 $212K
Strategic Wealth Partners, Ltd. 0.02% Add +0.8% 253 $211K
Napatree Capital LLC 0.20% Reduce -5.4% 279 $211K
Patten & Patten Inc. 0.01% No change 252 $210K
Sovereign Financial Group, Inc. 0.06% New 252 $210K
Hoey Investments, Inc. 0.05% Reduce -5.3% 251 $209K
Southeast Asset Advisors, LLC 0.03% No change 251 $209K
Israel Discount Bank of New York 0.26% Reduce -41.5% 251 $209K
Arcadia Investment Management Corp. 0.04% No change 250 $208K
AJOVista, LLC 0.56% No change 249 $208K
Heartland Bank & Trust Co 0.12% No change 249 $208K
High Net Worth Advisory Group LLC 0.06% No change 247 $206K
Eagle Strategies LLC 0.05% New 247 $206K
Gilliland Jeter Wealth Management LLC 0.07% New 247 $206K
Occidental Asset Management, LLC 0.04% New 247 $206K
Linden Thomas Advisory Services, LLC 0.03% New 247 $206K
Secure Asset Management, LLC 0.05% Reduce -3.5% 247 $206K
One Capital Management, LLC 0.01% Reduce -2.4% 246 $205K
JT Stratford LLC 0.04% New 245 $204K
Sunburst Financial Group, LLC 0.06% Reduce -1.2% 246 $203K
First Trust Investment Solutions L.P. 0.04% New 241 $201K
Wealthquest Corp 0.02% New 241 $201K
Independent Wealth Network Inc. 0.09% Reduce -9.4% 240 $200K
Telos Capital Management, Inc. 0.02% New 240 $200K
First Hawaiian Bank 0.01% New 240 $200K
CVA Family Office, LLC 0.04% Add +0.4% 239 $199K
General Partner, Inc. 0.12% No change 237 $198K
New Covenant Trust Company, N.A. 0.19% — 232 $193K
Caldwell Sutter Capital, Inc. 0.09% Reduce -3.8% 231 $193K
Crewe Advisors LLC 0.02% New 223 $186K
Atlas Capital Advisors Inc. 0.03% No change 221 $184K
First Financial Corp. 0.09% Reduce -10.6% 219 $183K
Hexagon Capital Partners LLC 0.04% Reduce -14.8% 213 $178K
Gibson Capital, LLC 0.04% New 213 $178K
Salomon & Ludwin, LLC 0.02% Add +0.5% 214 $177K
Blume Capital Management, Inc. 0.04% No change 210 $175K
Bray Capital Advisors 0.04% Reduce -2.4% 206 $172K
Carolinas Wealth Consulting LLC 0.03% Add +2.5% 205 $171K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -50.0% 250 $167K
Maryland Capital Advisors Inc. 0.10% No change 200 $167K
Solstein Capital, LLC 0.11% No change 195 $163K
Arax Advisory Partners 0.02% Add +1.1% 184 $153K
Mine & Arao Wealth Creation & Management, LLC. 0.08% No change 183 $153K
Eagle Bay Advisors LLC 0.09% Add +15.9% 175 $146K
West Paces Advisors Inc. 0.04% Add +10.1% 175 $146K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Add +43.2% 169 $141K
Hanson & Doremus Investment Management 0.02% No change 168 $140K
Deseret Mutual Benefit Administrators 0.06% No change 154 $128K
Glass Jacobson Investment Advisors llc 0.05% No change 154 $128K
SOA Wealth Advisors, LLC. 0.03% No change 153 $128K
First Personal Financial Services 0.03% No change 152 $127K
MV Capital Management, Inc. 0.01% No change 147 $123K
Hollencrest Capital Management 0.01% Reduce -75.9% 147 $123K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +26.6% 143 $119K
Horizon Bancorp Inc. 0.06% Add +1.5% 139 $116K
Elevation Wealth Partners, LLC 0.06% Add +48.4% 138 $115K
Centennial Bank 0.06% Reduce -15.7% 134 $112K
Janiczek Wealth Management, LLC 0.02% Add +0.8% 129 $108K
Plante Moran Financial Advisors, LLC 0.01% Add +13.4% 127 $106K
Rakuten Securities, Inc. 0.05% Add +129.6% 124 $103K
FinTrust Capital Advisors, LLC 0.02% Reduce -8.8% 124 $103K
Dynamic Wealth Strategies, LLC 0.09% Reduce -33.7% 124 $103K
Arlington Trust Co LLC 0.03% Reduce -14.0% 123 $103K
Salem Investment Counselors Inc. 0.00% Add +0.8% 122 $102K
Delta Asset Management LLC 0.01% No change 122 $102K
Atticus Wealth Management, LLC 0.03% No change 121 $101K
Silvant Capital Management LLC 0.00% No change 119 $99K
Disciplina Capital Management LLC 0.02% No change 117 $98K
Beaird Harris Wealth Management, LLC 0.01% Add +625.0% 116 $97K
Legacies Wealth LLC 0.08% No change 114 $95K
GPS Wealth Strategies Group, LLC 0.01% Reduce -31.9% 109 $91K
Bell Investment Advisors, Inc 0.02% Add +0.9% 106 $88K
Bfsg, LLC 0.01% Add +9.3% 106 $88K
Beacon Capital Management, LLC 0.02% Add +24.7% 106 $88K
WR Wealth Planners, LLC 0.03% New 105 $88K
CNB Bank 0.04% Add +9.7% 102 $85K
Quantbot Technologies LP 0.00% New 102 $85K
Mendota Financial Group, LLC 0.05% Reduce -34.2% 98 $82K
Truvestments Capital LLC 0.03% No change 96 $80K
Financial Synergies Wealth Advisors, Inc. 0.01% Add +154.1% 94 $79K
Providence Capital Advisors, LLC 0.02% Reduce -19.1% 93 $78K
Norwood Financial Corp 0.11% No change 93 $78K
First United Bank & Trust 0.03% No change 92 $77K
LRI Investments, LLC 0.02% — 84 $70K
VitalStone Financial, LLC 0.05% No change 80 $67K
Avalon Trust Co 0.01% No change 80 $67K
Voisard Asset Management Group, Inc. 0.04% No change 79 $66K
Vestor Capital, LLC 0.01% Reduce -23.3% 79 $66K
Mascoma Wealth Management LLC 0.02% No change 77 $64K
Tortoise Investment Management, LLC 0.01% Add +81.0% 76 $63K
Picton Mahoney Asset Management 0.00% Reduce -50.0% 75 $63K
CGC Financial Services, LLC 0.03% No change 75 $63K
Annapolis Financial Services, LLC 0.02% Add +2.7% 75 $63K
HHM Wealth Advisors, LLC 0.01% No change 75 $63K
Rational Advisors, Inc. 0.01% Reduce -30.8% 74 $62K
Frazier Financial Advisors, LLC 0.05% Reduce -33.9% 74 $62K
Rise Advisors, LLC 0.03% New 72 $60K
Kelly Financial Services LLC 0.02% Reduce -5.3% 71 $59K
Tsfg, LLC 0.01% No change 71 $59K
First Community Trust NA 0.05% No change 70 $58K
Criterion Capital Advisors, LLC 0.04% Reduce -5.4% 70 $58K
Princeton Global Asset Management LLC 0.01% No change 70 $58K
GoalVest Advisory LLC 0.02% Reduce -4.2% 68 $57K
Stone House Investment Management, LLC 0.01% New 66 $55K
NewSquare Capital LLC 0.00% Reduce -2.9% 66 $55K
Cranbrook Wealth Management, LLC 0.01% No change 65 $54K
Y.D. More Investments Ltd 0.01% No change 65 $54K
Quarry LP 0.02% Add +3.2% 64 $53K
Christopher J. Hasenberg, Inc 0.03% New 62 $52K
Creative Financial Designs Inc. 0.00% Add +1.6% 62 $51K
Clearstead Trust, LLC 0.01% Add +3.5% 60 $50K
Carmichael Hill & Associates, Inc. 0.02% Reduce -1.6% 60 $50K
Cornerstone Planning Group LLC 0.02% Reduce -16.9% 64 $49K
Richardson Financial Services Inc. 0.03% Add +5.5% 58 $48K
Sit Investment Associates Inc. 0.00% No change 58 $48K
Barrett & Company, Inc. 0.02% No change 57 $48K
Stuart Chaussee & Associates, Inc. 0.01% No change 57 $48K
Citizens National Bank Trust Department 0.01% No change 56 $47K
Abound Wealth Management 0.02% Add +1.9% 54 $45K
Coston, McIsaac & Partners 0.01% No change 52 $43K
McIlrath & Eck, LLC 0.01% No change 50 $42K
CoreFirst Bank & Trust 0.03% Reduce -5.9% 48 $40K
Sittner & Nelson, LLC 0.02% No change 48 $40K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -4.1% 47 $39K
Covestor Ltd 0.02% Reduce -11.5% 46 $39K
Chilton Capital Management LLC 0.00% New 46 $38K
Winch Advisory Services, LLC 0.01% No change 44 $37K
Global Financial Private Client, LLC 0.02% No change 44 $36K
Fairman Group, LLC 0.03% No change 43 $36K
Operose Advisors LLC 0.01% No change 42 $35K
Cedar Wealth Management, LLC 0.01% No change 42 $35K
Archer Investment Corp 0.01% No change 42 $35K
PFS Partners, LLC 0.02% No change 41 $34K
Lam Group, Inc. 0.03% New 40 $33K
Knuff & Co LLC 0.01% No change 40 $33K
HBC Financial Services, PLLC 0.02% No change 44 $33K
AlphaMark Advisors, LLC 0.01% No change 40 $33K
Hall Laurie J Trustee 0.01% No change 38 $32K
Financial Management Professionals, Inc. 0.00% Reduce -15.9% 37 $31K
Chesapeake Asset Management LLC 0.03% No change 37 $31K
REAP Financial Group, LLC 0.01% Reduce -84.9% 36 $30K
Westside Investment Management, Inc. 0.01% Reduce -53.3% 36 $30K
Nordwand Advisors, LLC 0.01% New 35 $29K
Roble, Belko & Company, Inc 0.01% No change 35 $29K
Private Wealth Management Group, LLC 0.01% No change 34 $28K
Clean Yield Group 0.01% No change 34 $28K
Private Ocean, LLC 0.00% No change 34 $28K
Tyler-Stone Wealth Management 0.01% Reduce -27.7% 34 $28K
Redmont Wealth Advisors LLC 0.04% New 32 $27K
Financial Freedom, LLC 0.02% No change 32 $26K
Knott David M Jr 0.01% No change 31 $26K
Avion Wealth 0.01% Add +10.7% 31 $26K
DHJJ Financial Advisors, Ltd. 0.01% No change 30 $25K
Vima LLC 0.03% No change 30 $25K
AllSquare Wealth Management LLC 0.01% No change 30 $25K
Towne Trust Company, N.A 0.01% No change 30 $25K
J.Safra Asset Management Corp 0.00% Reduce -79.3% 30 $25K
Sound Income Strategies, LLC 0.00% Add +57.9% 30 $25K
Belmont Capital, LLC 0.01% No change 29 $24K
ICA Group Wealth Management, LLC 0.00% No change 28 $24K
Gradient Investments LLC 0.00% Reduce -77.0% 28 $23K
Sugarloaf Wealth Management, LLC 0.00% No change 27 $23K
Planning Capital Management Corp 0.02% Reduce -49.0% 26 $22K
West Financial Advisors, LLC 0.00% No change 26 $22K
Atwood & Palmer Inc. 0.00% Add +160.0% 26 $22K
Creekmur Asset Management LLC 0.01% Add +420.0% 26 $21K
M&R Capital Management Inc. 0.01% Reduce -30.6% 25 $21K
Wetzel Investment Advisors, Inc. 0.01% Reduce -30.0% 28 $21K
Center for Financial Planning, Inc. 0.00% No change 25 $21K
Valued Wealth Advisors LLC 0.01% Add +20.0% 24 $20K
Tidemark, LLC 0.01% Add +71.4% 24 $20K
Aspect Partners, LLC 0.01% No change 22 $18K
Granite FO LLC 0.01% No change 20 $18K
Legend Financial Advisors, Inc. 0.01% No change 21 $18K
Cedar Mountain Advisors, LLC 0.00% No change 21 $18K
Keener Financial Planning LLC 0.01% New 20 $17K
City State Bank 0.01% No change 20 $17K
Harvest Fund Management Co., Ltd 0.00% No change 20 $17K
Transcendent Capital Group LLC 0.01% No change 20 $17K
Pacifica Partners Inc. 0.01% No change 20 $16K
ORG Partners LLC 0.03% Reduce -65.5% 19 $16K
Tucker Asset Management LLC 0.00% Add +171.4% 19 $16K
Costello Asset Management, INC 0.01% No change 15 $13K
Steph & Co. 0.00% New 15 $13K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.1% 15 $13K
TFC Financial Management, Inc. 0.00% No change 14 $12K
Tributary Capital Management, LLC 0.00% New 14 $12K
Main Street Group, LTD 0.01% No change 14 $12K
Stephens Consulting, LLC 0.00% No change 12 $10K
Cassady Schiller Wealth Management, LLC 0.00% No change 12 $10K
McClarren Financial Advisors, Inc. 0.01% No change 12 $10K
Penserra Capital Management LLC 0.00% Reduce -98.2% 12 $10K
Dunhill Financial, LLC 0.01% Add +20.0% 12 $10K
FSA Wealth Management LLC 0.00% No change 11 $9K
Westend Capital Management, LLC 0.00% — 11 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% New 11 $9K
Pineridge Advisors LLC 0.00% Reduce -68.6% 11 $9K
Guardian Wealth Management, Inc. 0.01% No change 11 $9K
Clear Investment Research, LLC 0.01% Add +25.0% 10 $8K
LifeSteps Financial, Inc. 0.01% New 10 $8K
Global Trust Asset Management, LLC 0.00% No change 9 $8K
Frank, Rimerman Advisors LLC 0.00% No change 9 $8K
Activest Wealth Management 0.00% Add +0.0% 9 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 8 $7K
Goodman Advisory Group, LLC 0.00% No change 8 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 8 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 8 $6K
Chelsea Counsel Co. 0.00% New 7 $6K
Oliver Lagore Vanvalin Investment Group 0.00% No change 7 $6K
ESL Trust Services, LLC 0.00% New 7 $6K
SJS Investment Consulting Inc. 0.00% Reduce -22.2% 7 $6K
Horizons Wealth Management 0.00% No change 7 $6K
PSI Advisors, LLC 0.00% No change 7 $5K
Global Wealth Strategies & Associates 0.00% No change 6 $5K
Northwest Capital Management Inc 0.00% No change 6 $5K
Abich Financial Wealth Management LLC 0.00% New 5 $4K
PFG Private Wealth Management, LLC 0.00% No change 5 $4K
Red Tortoise LLC 0.00% New 5 $4K
Ruedi Wealth Management, Inc. 0.00% No change 5 $4K
Richard W. Paul & Associates, LLC 0.00% No change 5 $4K
TruNorth Capital Management, LLC 0.00% — 5 $4K
Aspire Private Capital, LLC 0.00% No change 4 $4K
Core Wealth Advisors, Inc. 0.00% No change 4 $3K
Laffer Tengler Investments, Inc. 0.00% Reduce -60.0% 4 $3K
Addison Advisors LLC 0.00% New 4 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 4 $3K
Wolff Wiese Magana LLC 0.00% No change 3 $3K
WealthCollab, LLC 0.00% No change 3 $3K
Scarborough Advisors, LLC 0.00% No change 3 $3K
Iron Horse Wealth Management, LLC 0.00% No change 3 $3K
Impact Partnership Wealth, LLC 0.00% No change 3 $3K
FPC Investment Advisory, Inc. 0.00% — 3 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 2 $2K
Nvwm, LLC 0.00% New 2 $2K
Anfield Capital Management, LLC 0.00% New 1 $834
Riggs Asset Managment Co. Inc. 0.00% New 1 $834
TFO Wealth Partners, LLC 0.00% Reduce -50.0% 1 $834
WestEnd Advisors, LLC 0.00% New 1 $834
Financial Gravity Asset Management, Inc. 0.00% Reduce -94.4% 1 $421

"% of holder's portfolio" is BLK's weight in each manager's 13F, not the share of BlackRock Finance Inc. the manager owns.