BlackRock FinanceBLK

13F holders, Q3 2024 (September 30)
1,636holders −307
132new positions
287sold out
9famous investors
$940.37avg. 13F price*

At the end of Q3 2024, 1,636 institutions reported holding BlackRock Finance Inc. (BLK) in their 13F filings, down 307 from Q2 2024. 132 opened new positions and 287 sold out. The largest holders were Vanguard Group Inc. ($12.6B), BlackRock, Inc. ($9.1B) and State Street Corp. ($5.7B). 9 famous investors held it, including Tom Gayner (1.9% of Markel Group's portfolio), Ken Fisher (0.9% of Fisher Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions132$412.1M
Exits287$3.1B

All 13F filers, Q2 2024 → Q3 2024: 5,055,930 shares bought and 8,861,994 shares sold, net −3,806,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,636 holders

Vanguard Group Inc. 0.23% Add +0.7% 13,308,201 $12.6B
BlackRock, Inc. 0.19% — 9,629,693 $9.1B
State Street Corp. 0.23% Add +0.7% 5,983,583 $5.7B
Bank of America Corp. 0.44% Add +2.4% 5,258,248 $5.0B
Temasek Holdings (Private) Ltd 19.59% Reduce -0.8% 5,092,825 $4.8B
Capital Research Global Investors 0.93% Add +3.8% 4,702,362 $4.5B
Morgan Stanley 0.32% Add +6.1% 4,607,764 $4.4B
Capital World Investors 0.59% Add +24.4% 4,003,680 $3.8B
Charles Schwab Investment Management Inc. 0.68% Reduce -0.5% 3,750,545 $3.6B
Geode Capital Management, LLC 0.22% Add +1.1% 2,816,577 $2.7B
Wells Fargo & Company 0.60% Reduce -1.3% 2,593,641 $2.5B
FMR LLC 0.14% Add +10.6% 2,363,965 $2.2B
Norges Bank 0.30% Reduce -6.9% 2,258,350 $2.1B
Fisher Asset Management 0.85% Add +1.9% 2,192,247 $2.1B
Ameriprise Financial Inc. 0.43% Add +6.4% 1,770,919 $1.7B
JPMorgan Chase & Co. 0.12% Reduce -16.5% 1,511,283 $1.4B
Capital International Investors 0.24% Reduce -5.8% 1,321,567 $1.3B
Northern Trust Corp. 0.21% Reduce -5.0% 1,319,540 $1.3B
Massachusetts Financial Services Co. 0.30% Reduce -1.7% 1,073,159 $1.0B
UBS Group AG 0.28% Add +6.4% 1,050,868 $997.8M
Franklin Resources Inc. 0.27% Reduce -3.0% 1,007,547 $941.1M
Bank of New York Mellon Corp 0.17% Reduce -2.2% 942,320 $894.7M
Legal & General Group Plc 0.23% Reduce -1.1% 918,527 $872.2M
FIL Ltd 0.70% Add +4.8% 818,410 $777.1M
Invesco Ltd. 0.14% Add +0.1% 782,342 $742.8M
Goldman Sachs Group Inc. 0.14% Add +1.7% 778,697 $739.4M
Royal Bank of Canada 0.16% Add +3.8% 758,634 $720.3M
Unisphere Establishment 6.75% No change 750,000 $712.1M
Fayez Sarofim & Co 1.56% Add +0.2% 648,318 $615.6M
Nuveen Asset Management, LLC 0.16% Reduce -2.3% 609,466 $578.7M
HSBC Holdings PLC 0.31% Add +5.7% 521,896 $493.5M
London Co. of Virginia 2.58% Reduce -6.0% 516,046 $490.0M
T. Rowe Price Associates Inc. 0.05% Add +23.7% 492,178 $467.3M
Cantillon Capital Management LLC 2.84% Reduce -4.5% 488,699 $464.0M
Neuberger Berman Group LLC 0.35% Add +6.3% 475,697 $451.7M
Principal Financial Group Inc. 0.23% Reduce -8.3% 445,212 $422.7M
Barclays PLC 0.17% Add +13.7% 409,051 $388.4M
Dimensional Fund Advisors LP 0.09% Reduce -0.7% 394,720 $374.8M
Beutel, Goodman & Co Ltd. 1.79% Reduce -0.7% 383,574 $364.2M
Deutsche Bank AG 0.15% Reduce -19.7% 380,923 $361.7M
Wellington Management Group LLP 0.06% Add +7.4% 373,505 $354.6M
American Century Companies Inc. 0.20% Add +21.8% 355,260 $337.3M
Sumitomo Mitsui Trust Group, Inc. 0.23% Add +1.6% 352,739 $334.9M
Schroder Investment Management Group 0.33% Add +20.4% 344,404 $325.5M
BNP Paribas Financial Markets 0.31% Add +48.2% 337,172 $320.1M
Bank of Montreal 0.15% Add +2.7% 329,337 $311.3M
PNC Financial Services Group, Inc. 0.20% Add +1.3% 324,092 $307.7M
Haverford Trust Co 2.88% Reduce -2.8% 311,772 $296.0M
Loomis Sayles & Co. L P 0.38% Add +1.9% 301,655 $286.4M
Public Employees Retirement Association of Colorado 1.11% Reduce -0.1% 293,495 $278.7M
CIBC Private Wealth Group LLC 0.47% Reduce -0.8% 274,066 $260.2M
Rhumbline Advisers 0.23% Reduce -3.9% 270,190 $256.5M
First Trust Advisors LP 0.24% Add +307.8% 266,960 $253.5M
Raymond James & Associates 0.15% Add +10.6% 266,132 $252.7M
DekaBank Deutsche Girozentrale 0.46% Reduce -6.4% 265,494 $249.9M
Citigroup Inc. 0.23% Add +8.2% 255,674 $242.8M
California Public Employees Retirement System 0.17% Reduce -1.0% 254,222 $241.4M
Guinness Asset Management LTD 4.50% Add +4.5% 250,484 $237.8M
Alliancebernstein L.P. 0.08% Reduce -9.2% 242,251 $230.0M
California State Teachers Retirement System 0.26% Reduce -0.7% 238,469 $226.4M
Sarasin & Partners LLP 2.12% Add +28.2% 236,243 $224.3M
Flossbach Von Storch SE 0.83% Reduce -26.6% 223,184 $211.9M
Markel Group 1.88% No change 220,200 $209.1M
Citadel Advisors 0.22% Add +8.2% 220,104 $209.0M
US Bancorp \de 0.27% Reduce -0.3% 219,308 $208.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -79.6% 218,405 $207.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.22% Add +7.6% 214,981 $204.1M
Truist Financial Corp. 0.32% Add +3.9% 214,332 $203.5M
New York State Common Retirement Fund 0.27% Reduce -9.2% 210,062 $199.5M
Baird Financial Group, Inc. 0.37% Reduce -4.9% 199,390 $189.3M
Millennium Management 0.17% Reduce -27.0% 198,984 $188.9M
Junto Capital Management LP 3.63% New 169,819 $161.2M
M&T Bank Corp 0.51% Reduce -1.6% 164,334 $156.0M
Manning & Napier Advisors LLC 1.62% Add +60.9% 155,321 $147.5M
Stifel Financial Corp. 0.15% Reduce -7.6% 153,381 $145.7M
LPL Financial LLC 0.06% Add +5.5% 152,408 $144.7M
Rockefeller Capital Management L.P. 0.38% Reduce -6.2% 149,646 $142.0M
Prudential Financial Inc. 0.20% Add +21.2% 148,575 $141.1M
State Board of Administration of Florida Retirement System 0.26% Reduce -0.4% 145,768 $138.4M
Zacks Investment Management 1.18% Add +4.0% 143,663 $136.4M
Korea Investment CORP 0.32% Add +22.1% 141,912 $134.7M
National Bank of Canada 0.18% Reduce -18.8% 140,713 $133.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.33% Reduce -12.2% 139,620 $132.6M
Marshall Wace, LLP 0.17% New 139,373 $132.3M
Pictet Asset Management Holding SA 0.14% Add +0.8% 136,310 $129.4M
Cerity Partners LLC 0.28% Add +1.0% 133,070 $126.4M
Clark Capital Management Group, Inc. 0.84% Reduce -6.0% 129,803 $123.2M
New York State Teachers Retirement System 0.25% Reduce -4.5% 125,675 $119.3M
CANADA LIFE ASSURANCE Co 0.21% Add +3.9% 124,470 $118.4M
Mackenzie Financial Corp. 0.16% Add +7.7% 123,411 $117.2M
B. Metzler seel. Sohn & Co. Holding AG 1.15% — 121,512 $115.4M
B. Metzler seel. Sohn & Co. AG 1.15% Reduce -0.7% 121,512 $115.4M
Adage Capital Partners Gp, L.L.C. 0.20% Reduce -7.0% 121,280 $115.2M
Macquarie Group Ltd. 0.12% Add +94.0% 120,325 $114.2M
Canada Pension Plan Investment Board 0.11% Reduce -9.8% 118,412 $112.4M
Royal London Asset Management Ltd. 0.27% Add +1.9% 117,299 $111.4M
Evercore Wealth Management, LLC 1.65% Add +3.2% 116,075 $110.2M
Cincinnati Insurance Co. 1.84% Reduce -69.1% 115,800 $110.0M
Lord, Abbett & Co. LLC 0.34% No change 111,007 $105.4M
Bank Julius Baer & Co. Ltd, Zurich 0.35% Reduce -4.9% 99,683 $105.3M
Mariner, LLC 0.18% Add +2.0% 108,110 $102.6M
Swedbank AB 0.12% Reduce -0.1% 102,756 $97.6M
M&G PLC 0.60% Reduce -45.1% 101,208 $96.1M
Janney Montgomery Scott LLC 0.26% Reduce -1.0% 99,639 $94.6M
Natixis Advisors, LLC 0.18% Add +8.6% 99,478 $94.5M
Prana Capital Management, LP 4.21% Add +1.7% 96,807 $91.9M
Federated Hermes, Inc. 0.20% Reduce -8.3% 95,008 $90.2M
Marex Group Ltd 2.06% Add +586.6% 95,000 $90.2M
AXA S.A. 0.26% Add +40.3% 92,486 $87.8M
Fort Washington Investment Advisors Inc. 0.53% Reduce -4.0% 92,425 $87.8M
Corient Private Wealth LP 0.14% Reduce -17.3% 92,236 $87.6M
Regions Financial Corp. 0.62% Reduce -6.9% 91,305 $86.7M
Bridges Investment Management Inc. 1.21% Reduce -1.0% 91,289 $86.7M
Scotia Capital Inc. 0.46% Add +2.9% 90,040 $85.5M
Danske Bank A/S 0.28% Add +6.4% 87,569 $83.1M
Tandem Investment Advisors, Inc. 3.12% Reduce -2.1% 86,580 $82.2M
State of Wisconsin Investment Board 0.21% Reduce -14.1% 85,982 $81.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.4% 85,610 $81.3M
Crawford Investment Counsel Inc. 1.37% Reduce -0.7% 84,119 $79.9M
Russell Investments Group, Ltd. 0.12% Add +14.4% 83,906 $79.6M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -2.8% 83,458 $79.2M
Mirae Asset Global Investments Co., Ltd. 0.35% Add +7.5% 83,252 $78.7M
Raymond James Financial Services Advisors, Inc. 0.10% Add +0.4% 82,364 $78.2M
CI Investments Inc. 0.29% Add +0.4% 80,530 $76.5M
Glenmede Trust Co. NA 0.36% Reduce -0.5% 79,337 $75.3M
Nomura Asset Management Co. Ltd. 0.23% Add +0.3% 79,051 $75.1M
Allianz Asset Management GmbH 0.11% Reduce -51.0% 76,627 $72.8M
Fifth Third Bancorp 0.26% Reduce -0.3% 76,053 $72.2M
Alyeska Investment Group, L.P. 0.36% Add +18.7% 74,491 $70.7M
ABN AMRO Bank N.V. 0.96% Reduce -14.1% 74,583 $70.3M
Treasurer of the State of North Carolina 0.27% Reduce -0.5% 70,235 $66.7M
MML Investors Services, LLC 0.24% Add +2.8% 68,466 $65.0M
Vontobel Holding Ltd. 0.21% Reduce -8.9% 67,996 $64.6M
TD Asset Management Inc 0.06% Add +4.4% 67,894 $64.2M
Public Employees Retirement System of Ohio 0.27% Reduce -0.0% 67,457 $64.1M
Henshaw Capital LLC 2.68% No change 67,390 $64.0M
Van Lanschot Kempen Investment Management N.V. 0.64% Add +0.1% 65,714 $62.4M
Storebrand Asset Management As 0.20% Add +6.5% 65,436 $62.1M
NewEdge Advisors, LLC 0.40% Add +1.1% 65,428 $62.1M
First Financial Bankshares Inc 1.28% Reduce -0.3% 63,842 $60.6M
Qube Research & Technologies Ltd 0.11% Reduce -75.5% 63,526 $60.3M
Aviva PLC 0.15% Add +2.1% 62,485 $59.3M
Asset Management One Co., Ltd. 0.21% Add +1.4% 62,102 $59.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -2.8% 61,565 $58.5M
Cibc World Market Inc. 0.13% Add +5.3% 61,468 $58.4M
Peapack Gladstone Financial Corp. 0.84% Reduce -7.9% 61,416 $58.3M
Aberdeen Group plc 0.11% Add +8.6% 61,826 $58.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +1.2% 61,186 $58.1M
Modera Wealth Management, LLC 0.73% Reduce -1.1% 60,716 $57.7M
Clearbridge Investments, LLC 0.04% Reduce -5.2% 60,130 $57.1M
AQR Capital Management 0.08% Reduce -25.6% 58,653 $55.3M
Caisse de depot et placement du Quebec 0.11% Add +4.9% 57,902 $55.0M
Provident Investment Management, Inc. 4.89% Reduce -0.7% 57,751 $54.8M
Mn Services Vermogensbeheer B.V. 0.38% Reduce -1.9% 57,686 $54.8M
Comerica Bank 0.21% Reduce -1.2% 55,984 $53.2M
Swiss Life Asset Management Ltd 0.60% Reduce -2.3% 55,925 $53.1M
Heard Capital LLC 2.91% Reduce -8.4% 54,605 $51.8M
State of New Jersey Common Pension Fund D 0.21% No change 54,227 $51.5M
Becker Capital Management Inc. 1.64% Add +0.0% 53,009 $50.3M
Federation des caisses Desjardins du Quebec 0.25% Add +9.9% 52,330 $49.7M
RNC Capital Management LLC 2.74% No change 62,810 $49.5M
Victory Capital Management Inc. 0.05% Reduce -1.1% 51,950 $49.3M
Balyasny Asset Management L.P. 0.13% Reduce -74.5% 51,782 $49.2M
Morningstar Investment Services LLC 0.50% Reduce -0.9% 51,725 $48.9M
Donaldson Capital Management, LLC 1.87% Add +1.4% 51,254 $48.7M
Toronto Dominion Bank 0.09% Reduce -10.7% 50,615 $48.1M
DNB Asset Management AS 0.22% Reduce -21.7% 50,379 $47.8M
Eastern Bank 0.85% Add +65.4% 50,259 $47.7M
Sei Investments Co. 0.06% Reduce -1.1% 48,289 $45.9M
Jones Financial Companies LLLP 0.05% Add +44.7% 47,642 $45.1M
Handelsbanken Fonder AB 0.18% Add +0.8% 47,217 $44.8M
Rafferty Asset Management, LLC 0.15% Reduce -3.9% 47,207 $44.8M
Susquehanna International Group, LLP 0.08% Reduce -3.2% 46,921 $44.6M
Commonwealth Equity Services, LLC 0.07% Add +1.4% 46,834 $44.5M
Resona Asset Management Co.,Ltd. 0.26% Reduce -1.7% 46,658 $44.3M
Epoch Investment Partners, Inc. 0.20% Reduce -11.0% 46,132 $43.8M
GW&K Investment Management, LLC 0.37% Reduce -9.8% 45,522 $43.2M
Huntington National Bank 0.41% Reduce -2.2% 44,940 $42.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.42% — 43,261 $41.1M
Conning Inc. 1.41% Reduce -6.8% 42,957 $40.8M
Arizona State Retirement System 0.26% Reduce -1.3% 42,607 $40.5M
Voya Investment Management LLC 0.05% Reduce -30.4% 41,823 $39.7M
Nisa Investment Advisors, LLC 0.23% Add +0.6% 41,711 $39.6M
Corebridge Financial, Inc. 0.21% Reduce -2.5% 41,319 $39.2M
Dearborn Partners LLC 1.55% Reduce -4.6% 40,192 $38.2M
State of Michigan Retirement System 0.19% Reduce -1.0% 40,171 $38.1M
Immersion Capital LLP 20.70% No change 39,981 $38.0M
Windward Capital Management Co. 2.89% Reduce -0.1% 39,931 $37.9M
Sanctuary Advisors, LLC 0.24% Add +11.1% 36,353 $37.7M
Keybank National Association 0.14% Reduce -0.5% 39,324 $37.3M
Guggenheim Capital LLC 0.26% Reduce -15.5% 38,523 $36.6M
Achmea Investment Management B.V. 0.60% Add +2.0% 38,138 $36.2M
Heritage Investors Management Corp. 1.20% Reduce -2.3% 37,925 $36.0M
Stock Yards Bank & Trust Co. 1.15% Reduce -4.0% 37,645 $35.7M
Benjamin Edwards Inc. 0.52% Add +1431.6% 37,585 $35.7M
Kestra Advisory Services, LLC 0.19% Add +18.4% 36,975 $35.1M
Pinnacle Associates Ltd. 0.59% Add +1.9% 43,009 $34.9M
UMB Bank, n.a. 0.54% Reduce -3.0% 36,747 $34.9M
MetLife Investment Management, LLC 0.20% Reduce -2.8% 36,356 $34.5M
Rathbones Group PLC 0.17% Add +14.6% 35,770 $34.0M
Florida Trust Wealth Management Co 1.08% Reduce -2.2% 35,678 $33.9M
Compagnie Lombard Odier SCmA 0.53% Add +16.3% 35,630 $33.8M
CIBC Asset Management Inc 0.11% Add +5.8% 35,278 $33.5M
&partners 0.64% Add +115.5% 34,892 $33.1M
Erste Asset Management GmbH 0.39% Add +4.7% 34,738 $32.9M
Park National Corp. 1.14% Reduce -12.2% 34,279 $32.5M
Commerce Bank 0.20% Reduce -3.2% 33,843 $32.1M
Two Sigma Investments, LP 0.07% Reduce -52.2% 33,007 $31.3M
AEGON ASSET MANAGEMENT UK Plc 0.42% Add +0.9% 32,809 $31.2M
USS Investment Management Ltd 0.23% Reduce -0.1% 32,405 $30.8M
Wealth Enhancement Advisory Services, LLC 0.07% Add +5.5% 31,945 $30.3M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -50.5% 31,885 $30.3M
Robeco Institutional Asset Management B.V. 0.06% Reduce -25.4% 31,216 $29.6M
UNIVEST FINANCIAL Corp 1.91% Add +274.0% 30,478 $28.9M
Retirement Systems of Alabama 0.11% Reduce -1.1% 30,477 $28.9M
Sabal Trust CO 1.57% Reduce -1.7% 30,317 $28.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -1.2% 30,311 $28.8M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +3.1% 30,292 $28.8M
Calamos Advisors LLC 0.20% Reduce -1.1% 30,270 $28.7M
Brown Brothers Harriman & Co. 0.20% Add +3.0% 30,242 $28.7M
Associated Banc-Corp 0.84% Reduce -1.9% 30,212 $28.7M
Country Trust Bank 0.69% Reduce -10.1% 29,684 $28.2M
Capital International, Inc. 0.35% Add +3.1% 29,507 $28.0M
IFM Investors Pty Ltd 0.27% Reduce -0.0% 29,489 $28.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.25% No change 29,400 $27.9M
Trust Co. of Vermont 1.40% Add +2.3% 29,339 $27.9M
Tidal Investments LLC 0.30% Add +55.1% 28,958 $27.5M
Cincinnati Financial Corp. 0.59% Reduce -26.5% 28,844 $27.4M
Carnegie Investment Counsel 0.79% Reduce -1.0% 28,408 $27.0M
J. Safra Sarasin Holding AG 0.47% Add +5.7% 28,393 $27.0M
Czech National Bank 0.27% Add +6.6% 28,364 $26.9M
Amalgamated Bank 0.22% Reduce -1.6% 28,222 $26.8M
Distillate Capital Partners LLC 1.33% Reduce -7.2% 28,000 $26.6M
Pittenger & Anderson Inc. 0.99% Add +0.3% 27,760 $26.4M
Cibc World Markets Corp. 0.19% Add +0.8% 27,515 $26.1M
First Long Island Investors, LLC 2.05% Reduce -0.5% 27,377 $26.0M
Rockland Trust Co. 1.27% Add +1.2% 27,277 $25.9M
APG Asset Management N.V. 0.17% Reduce -91.2% 30,399 $25.9M
Raymond James Trust N.A. 0.56% Add +2.3% 27,092 $25.7M
Allspring Global Investments Holdings, LLC 0.04% Reduce -4.9% 26,819 $25.5M
ProShare Advisors LLC 0.06% Reduce -5.6% 26,762 $25.4M
Bailard, Inc. 0.66% Add +0.5% 26,756 $25.4M
Artemis Investment Management LLP 0.39% New 26,675 $25.3M
Osaic Holdings, Inc. 0.06% Reduce -20.3% 26,388 $25.1M
Kayne Anderson Rudnick Investment Management LLC 0.06% Add +40.4% 26,444 $25.1M
WASHINGTON TRUST Co 0.87% Reduce -1.7% 26,083 $24.8M
Blue Chip Partners, LLC 2.12% Add +0.3% 25,732 $24.4M
NorthCrest Asset Manangement, LLC 0.73% Add +1.8% 25,480 $24.2M
Vantage Wealth 5.16% Reduce -1.0% 25,111 $23.8M
Rwa Wealth Partners, LLC 0.29% Add +0.2% 24,831 $23.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -13.1% 24,793 $23.5M
Focus Partners Wealth 0.07% Reduce -76.5% 24,747 $23.5M
Utah Retirement Systems 0.26% Add +0.3% 24,406 $23.2M
Public Sector Pension Investment Board 0.12% Add +2.7% 24,329 $23.1M
Pinnacle Financial Partners Inc 0.46% Add +0.2% 24,297 $23.1M
Signature Estate & Investment Advisors LLC 0.53% Add +16.9% 24,265 $23.0M
Braun Stacey Associates Inc. 0.86% Reduce -6.8% 23,824 $22.6M
Janus Henderson Group PLC 0.01% Reduce -0.4% 23,762 $22.6M
Godsey & Gibb, Inc. 2.15% Reduce -0.7% 23,714 $22.5M
Twin Tree Management, LP 0.52% Add +21.4% 23,360 $22.2M
Creative Planning 0.02% Add +6.2% 23,217 $22.0M
United Capital Financial Advisors, LLC 0.18% Reduce -4.7% 23,177 $22.0M
MassMutual Private Wealth & Trust, FSB 0.62% Reduce -5.1% 22,856 $21.7M
FineMark National Bank & Trust 0.74% Reduce -3.9% 22,534 $21.4M
Alley Investment Management Company, LLC 2.58% Reduce -0.1% 21,424 $20.3M
Great Lakes Advisors, LLC 0.17% Reduce -87.3% 21,381 $20.3M
Aptus Capital Advisors, LLC 0.31% Add +20.8% 21,333 $20.3M
Factory Mutual Insurance Co. 0.20% No change 20,700 $19.7M
TCV Trust & Wealth Management, Inc. 1.75% Reduce -2.0% 20,553 $19.5M
Xponance LLC 0.19% Add +0.6% 20,404 $19.4M
O'shaughnessy Asset Management, LLC 0.17% Add +13.0% 20,606 $19.2M
Edgemoor Investment Advisors, Inc. 1.66% Reduce -0.5% 19,912 $18.9M
Ivy Lane Capital Management, LLC 10.67% No change 19,900 $18.9M
MAI Capital Management 0.18% Reduce -4.2% 19,827 $18.8M
Bank of Nova Scotia 0.04% Reduce -63.2% 19,690 $18.7M
Pathstone Holdings, LLC 0.08% Reduce -0.0% 19,556 $18.6M
NorthCoast Asset Management LLC 0.13% Add +39.5% 21,633 $18.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.31% No change 19,354 $18.4M
Yousif Capital Management, LLC 0.20% Reduce -1.6% 19,100 $18.1M
Stillwater Capital Advisors, LLC 2.30% Reduce -1.1% 18,760 $17.8M
New York Life Investment Management LLC 0.17% Reduce -3.2% 18,697 $17.8M
Voloridge Investment Management, LLC 0.06% Reduce -73.3% 18,693 $17.7M
Daiwa Securities Group Inc. 0.08% Add +9.6% 18,583 $17.6M
Nissay Asset Management Corp. /Japan 0.11% Add +2.7% 17,964 $17.1M
Steward Partners Investment Advisory, LLC 0.16% Add +3.6% 17,838 $16.9M
Old National Bancorp 0.39% Add +0.0% 17,795 $16.9M
Sienna Gestion 1.12% Add +23.3% 17,814 $16.9M
Jane Street Group, LLC 0.03% Reduce -65.9% 17,709 $16.8M
Northeast Investment Management 0.75% Reduce -0.3% 17,634 $16.7M
Sequoia Financial Advisors, LLC 0.18% Add +14.1% 17,626 $16.7M
First National Bank of Omaha 1.07% Reduce -2.2% 17,592 $16.7M
TD Waterhouse Canada Inc. 0.14% Add +2.6% 17,864 $16.7M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -1.9% 17,446 $16.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +1.8% 17,329 $16.5M
Assetmark, Inc. 0.05% Reduce -1.9% 17,157 $16.3M
Mutual of America Capital Management LLC 0.17% Reduce -2.7% 17,146 $16.3M
Dakota Wealth Management 0.37% Add +1293.5% 17,015 $16.2M
Sumitomo Mitsui Financial Group, Inc. 0.36% Add +7.2% 16,810 $16.0M
State of Alaska, Department of Revenue 0.17% Add +1.7% 16,796 $15.9M
W.G. Shaheen & Associates DBA Whitney & Co 1.65% Add +0.9% 16,164 $15.3M
Cresset Asset Management, LLC 0.06% Reduce -2.6% 16,034 $15.2M
Granite Investment Partners, LLC 0.65% Reduce -1.0% 15,963 $15.2M
Flputnam Investment Management Co. 0.27% Add +0.6% 15,858 $15.1M
Buckingham Capital Management, Inc. 1.72% Reduce -0.7% 15,807 $15.0M
Silvercrest Asset Management Group LLC 0.10% Reduce -3.0% 15,782 $15.0M
Vanguard Personalized Indexing Management, LLC 0.24% Add +19.8% 15,724 $14.9M
Oppenheimer Asset Management Inc. 0.18% Add +0.3% 15,499 $14.7M
Bokf, NA 0.26% Add +2.4% 15,385 $14.6M
Cumberland Partners Ltd 1.00% Reduce -1.0% 15,246 $14.5M
Mogy Joel R Investment Counsel Inc. 0.88% Add +2.5% 15,158 $14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% Add +14.0% 15,124 $14.4M
Edge Wealth Management LLC 2.87% Reduce -0.1% 15,051 $14.3M
Viking Fund Management LLC 2.31% No change 15,000 $14.2M
Covington Investment Advisors Inc. 2.13% Add +0.7% 14,933 $14.2M
United Bank 1.65% Add +0.4% 14,917 $14.2M
Haverford Financial Services, Inc. 4.04% Reduce -9.7% 14,861 $14.1M
Gabelli Funds LLC 0.10% Reduce -5.8% 14,700 $14.0M
Baltimore-Washington Financial Advisors, Inc. 0.76% Add +3.3% 14,622 $13.9M
Wealthfront Advisers LLC 0.04% Add +7.4% 14,523 $13.8M
Elo Mutual Pension Insurance Co 0.29% Add +8.2% 14,129 $13.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -1.5% 14,111 $13.4M
LS Investment Advisors, LLC 1.98% Reduce -1.6% 14,081 $13.4M
Linscomb Wealth, Inc. 0.66% Reduce -1.7% 14,017 $13.3M
Avantax Advisory Services, Inc. 0.09% Add +3.0% 13,989 $13.3M
Orion Porfolio Solutions, LLC 0.13% Reduce -2.5% 13,884 $13.2M
Orion Portfolio Solutions, LLC 0.13% Reduce -2.5% 13,884 $13.2M
Evexia Wealth LLC 4.67% Reduce -3.6% 14,002 $13.2M
Advisors Asset Management, Inc. 0.24% Add +6.7% 13,862 $13.2M
Oppenheimer & Co. Inc. 0.20% Reduce -13.9% 13,856 $13.2M
Natixis 0.08% Reduce -39.1% 13,852 $13.2M
Curi Capital, LLC 0.30% Add +2.3% 13,798 $13.1M
Whittier Trust Co. 0.17% Reduce -45.9% 13,755 $13.1M
Man Group plc 0.04% Reduce -77.5% 13,650 $13.0M
Palisade Asset Management, LLC 1.24% Add +0.3% 13,367 $12.7M
Glenview Trust Co 0.24% Add +0.2% 13,366 $12.7M
Meiji Yasuda Asset Management Co Ltd. 0.47% Reduce -0.1% 13,078 $12.4M
Farmers & Merchants Investments Inc. 0.38% Add +1.1% 12,952 $12.3M
SlateStone Wealth, LLC 1.11% Add +26.1% 12,933 $12.3M
First Merchants Corp. 0.46% Add +4.1% 12,669 $12.0M
Lido Advisors, LLC 0.09% Reduce -4.4% 12,507 $11.9M
BTC Capital Management, Inc. 1.05% Reduce -4.6% 12,453 $11.8M
Sandy Spring Bank 0.48% Reduce -4.8% 12,378 $11.8M
Webster Bank, N. A. 1.25% Reduce -5.2% 12,340 $11.7M
Talbot Financial, LLC 1.41% Add +2.2% 12,227 $11.6M
ProVise Management Group, LLC 0.91% Reduce -1.3% 12,118 $11.5M
Private Advisor Group, LLC 0.07% Add +1.2% 12,035 $11.4M
Eagle Global Advisors LLC 0.56% Add +1.4% 11,971 $11.4M
Oregon Public Employees Retirement Fund 0.21% Reduce -0.8% 11,902 $11.3M
Argent Trust Co 0.46% Reduce -2.4% 11,621 $11.0M
Albion Financial Group 0.76% Add +2.5% 11,570 $11.0M
RK Capital Management, LLC 11.19% New 11,500 $10.9M
Nixon Peabody Trust Co. 0.91% Reduce -0.3% 11,493 $10.9M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -74.6% 11,448 $10.9M
Oak Harvest Investment Services 1.56% Add +8.8% 11,437 $10.9M
Caldwell Trust Co 1.14% Reduce -1.5% 11,422 $10.8M
Tompkins Financial Corp. 1.03% Add +1.9% 11,342 $10.8M
Fred Alger Management, LLC 0.05% Add +2.7% 11,283 $10.7M
Kingsview Wealth Management, LLC 0.22% Add +2.5% 11,251 $10.7M
Intact Investment Management Inc. 0.35% Add +9.8% 11,250 $10.7M
Arthur M. Cohen & Associates, LLC 1.93% Reduce -0.3% 11,490 $10.7M
Ieq Capital, LLC 0.13% Add +7.0% 11,196 $10.6M
Nordea Investment Management AB 0.01% Reduce -1.4% 11,249 $10.6M
First American Trust, FSB 1.05% Add +1.1% 11,171 $10.6M
Mattern Capital Management, LLC 1.33% Reduce -0.5% 11,141 $10.6M
Capital International Sarl 0.27% Add +17.3% 11,040 $10.5M
German American Bancorp, Inc. 1.10% Add +7.6% 10,902 $10.4M
Thompson Siegel & Walmsley LLC 0.15% Add +0.9% 10,795 $10.3M
McGuire Investment Group, LLC 1.44% Reduce -1.2% 10,791 $10.2M
Bryn Mawr Trust Advisors, LLC 0.55% Reduce -1.4% 10,741 $10.2M
First National Trust Co 0.39% Reduce -1.2% 10,702 $10.2M
Hantz Financial Services, Inc. 0.18% Reduce -4.2% 10,664 $10.1M
Schmidt P J Investment Management Inc. 1.75% Reduce -1.5% 10,651 $10.1M
Bright Rock Capital Management, LLC 2.00% No change 10,500 $10.0M
Teachers Retirement System of the State of Kentucky 0.09% Reduce -6.0% 10,494 $10.0M
Miramar Capital, LLC 2.33% Reduce -0.7% 10,491 $10.0M
Bragg Financial Advisors, Inc 0.41% Add +2.8% 10,424 $9.9M
Daiichi Life Insurance Co., Ltd. 0.25% Reduce -8.8% 10,417 $9.9M
Spectrum Wealth Counsel, LLC 1.16% Add +48.2% 10,318 $9.8M
Pacer Advisors, Inc. 0.02% Add +3.7% 10,310 $9.8M
Merit Financial Group, LLC 0.22% Reduce -1.1% 10,290 $9.8M
Quantinno Capital Management LP 0.13% Add +21.9% 10,192 $9.7M
Mission Wealth Management, LP 0.24% Add +29.6% 10,072 $9.6M
Toth Financial Advisory Corp. 1.09% Add +1.4% 9,703 $9.2M
Kentucky Retirement Systems 0.27% Reduce -7.8% 9,700 $9.2M
Boston Financial Mangement LLC 0.27% Reduce -57.1% 9,674 $9.2M
Spinnaker Trust 0.57% Reduce -3.1% 9,672 $9.2M
ARS Investment Partners, LLC 0.81% Add +1.1% 9,554 $9.1M
Crossmark Global Holdings, Inc. 0.16% Reduce -4.1% 9,428 $9.0M
Moors & Cabot, Inc. 0.44% Add +1.9% 9,360 $8.9M
Sand Hill Global Advisors, LLC 0.37% Reduce -0.8% 9,297 $8.8M
Banco Santander, S.A. 0.10% Reduce -0.7% 9,292 $8.8M
Pioneer Trust Bank N A 2.25% Reduce -1.9% 9,277 $8.8M
Cwm, LLC 0.04% Reduce -5.1% 9,146 $8.7M
Interval Partners, LP 0.25% New 9,093 $8.6M
Brady Family Wealth, LLC 2.58% Reduce -4.6% 9,056 $8.6M
Mizuho Securities USA LLC 0.18% Reduce -16.2% 9,029 $8.6M
NewEdge Wealth, LLC 0.15% Add +62.7% 8,906 $8.5M
Park Avenue Securities LLC 0.09% Reduce -7.5% 8,853 $8.4M
Aviance Capital Partners, LLC 1.11% Add +0.2% 8,839 $8.4M
Capital City Trust Co. 2.08% Add +1.1% 8,836 $8.4M
Hartford Investment Management Co. 0.27% Reduce -2.0% 8,775 $8.3M
Parsons Capital Management Inc. 0.53% Reduce -0.6% 8,765 $8.3M
Snowden Capital Advisors LLC 0.25% Add +3.4% 8,679 $8.2M
Optiver Holding B.V. 0.21% New 8,651 $8.2M
Harbour Trust & Investment Management Co 0.93% Reduce -5.5% 8,613 $8.2M
D.A. Davidson & Co. 0.07% Add +27.5% 8,609 $8.2M
M. Kulyk & Associates, LLC 1.63% Reduce -1.6% 8,534 $8.1M
Maryland State Retirement & Pension System 0.17% Reduce -26.0% 8,515 $8.1M
James Investment Research, Inc. 0.93% Reduce -1.0% 8,491 $8.1M
Gotham Asset Management 0.08% Add +18.3% 8,465 $8.0M
Adell Harriman & Carpenter Inc. 0.58% Reduce -6.2% 8,439 $8.0M
Kesler, Norman & Wride, LLC 1.57% Reduce -7.5% 8,397 $8.0M
Evergreen Capital Management LLC 0.27% Add +2.7% 8,386 $8.0M
Basswood Capital Management, L.L.C. 0.41% No change 8,371 $7.9M
Parcion Private Wealth LLC 0.65% Add +6.8% 8,225 $7.8M
JB Capital LLC 0.45% Add +6.1% 8,187 $7.8M
Apollon Wealth Management, LLC 0.22% Add +2.5% 8,152 $7.7M
Townsquare Capital LLC 0.09% Add +11.9% 8,073 $7.7M
Rakuten Investment Management, Inc. 0.04% Add +32.7% 8,060 $7.6M
Coldstream Capital Management Inc. 0.16% Add +2.6% 8,002 $7.6M
Marietta Wealth Management, LLC 1.10% Add +2.8% 8,007 $7.6M
Asset Planning Services Inc. /La/ 3.76% Add +0.4% 8,003 $7.6M
Kintegral Advisory, LLC 0.70% Reduce -1.3% 7,994 $7.6M
CMH Wealth Management LLC 1.78% Reduce -1.8% 7,973 $7.6M
Naples Global Advisors, LLC 0.70% Add +0.4% 7,935 $7.5M
Two Sigma Advisers, LP 0.02% Reduce -88.5% 7,900 $7.5M
OMERS ADMINISTRATION Corp 0.07% Add +1.3% 7,861 $7.5M
Louisiana State Employees Retirement System 0.14% Reduce -1.3% 7,800 $7.4M
BNP Paribas 0.31% Reduce -11.3% 7,774 $7.4M
Wesbanco Bank Inc. 0.25% Add +0.1% 7,759 $7.4M
Securian Asset Management, Inc. 0.21% Reduce -4.5% 7,744 $7.4M
Old Second National Bank of Aurora 1.77% Reduce -2.1% 7,714 $7.3M
Capital International Ltd. 0.32% No change 7,701 $7.3M
1832 Asset Management L.P. 0.01% No change 7,700 $7.3M
Integrated Advisors Network LLC 0.35% Add +4.1% 7,649 $7.3M
Leo Wealth, LLC 0.66% Reduce -33.1% 7,583 $7.2M
Cypress Capital Group 0.81% Add +2.0% 7,566 $7.2M
Wilmington Savings Fund Society, FSB 0.13% Add +36.9% 7,429 $7.1M
Elevatus Welath Management 2.30% Add +21.4% 7,420 $7.0M
Pegasus Asset Management, Inc. 2.11% Reduce -0.9% 7,334 $7.0M
Savant Capital, LLC 0.06% Add +12.4% 7,328 $7.0M
Cornerstone Advisors, LLC 0.27% Add +1.4% 7,300 $6.9M
Amica Mutual Insurance Co. 0.67% No change 7,300 $6.9M
HTLF Bank 0.74% Reduce -2.2% 7,166 $6.8M
Whittier Trust Co. of Nevada Inc. 0.18% Reduce -38.8% 7,157 $6.8M
Security National Bank 0.92% Reduce -3.4% 7,153 $6.8M
Diversified Trust Co. 0.17% Add +2.0% 7,119 $6.8M
Stephens Inc. 0.10% Reduce -1.5% 7,073 $6.7M
ING Groep NV 0.04% Reduce -59.4% 7,018 $6.7M
Greenleaf Trust 0.06% Add +2.6% 6,989 $6.6M
UniSuper Management Pty Ltd 0.05% Add +0.8% 6,973 $6.6M
Cullen/Frost Bankers, Inc. 0.09% Reduce -14.3% 6,926 $6.6M
Ancora Advisors LLC 0.15% Reduce -8.3% 6,898 $6.6M
Thrivent Financial for Lutherans 0.01% Reduce -63.1% 6,808 $6.5M
New Mexico Educational Retirement Board 0.22% Reduce -4.2% 6,789 $6.4M
DAVENPORT & Co LLC 0.04% Add +0.1% 6,686 $6.3M
Turtle Creek Wealth Advisors, LLC 1.26% Add +3.7% 6,627 $6.3M
Intech Investment Management LLC 0.07% Reduce -18.3% 6,558 $6.2M
Fiduciary Trust Co 0.09% Add +37.0% 6,542 $6.2M
Alberta Investment Management Corp 0.06% Add +77.8% 6,400 $6.1M
Perkins Coie Trust Co 1.35% Reduce -0.5% 6,398 $6.1M
Kestra Private Wealth Services, LLC 0.11% Reduce -28.6% 6,346 $6.0M
Pinnacle Wealth Management Advisory Group, LLC 0.57% Add +0.1% 6,293 $6.0M
Ethic Inc. 0.15% Reduce -5.8% 7,118 $5.9M
Dynamic Advisor Solutions LLC 0.18% Reduce -0.7% 6,184 $5.9M
Point72 Europe (London) LLP 0.49% New 6,100 $5.8M
Vinva Investment Management Ltd 0.24% Add +1.4% 6,118 $5.8M
First Trust Direct Indexing L.P. 0.31% Add +22.9% 6,089 $5.8M
Asset Advisors Investment Management, LLC 0.60% Reduce -14.2% 6,035 $5.7M
RBF Capital, LLC 0.29% No change 6,000 $5.7M
Phase 2 Partners, LLC 3.36% New 5,992 $5.7M
Avantax Planning Partners, Inc. 0.20% Reduce -27.6% 5,984 $5.7M
Cinctive Capital Management LP 0.32% New 5,939 $5.6M
Plato Investment Management Ltd 0.46% Add +1.0% 5,912 $5.6M
Los Angeles Capital Management LLC 0.02% Reduce -17.3% 5,906 $5.6M
TrinityBridge Ltd 0.17% Add +7.2% 5,902 $5.6M
Principle Wealth Partners LLC 0.39% Reduce -1.5% 5,844 $5.5M
ExodusPoint Capital Management, LP 0.06% New 5,841 $5.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +1.3% 5,848 $5.5M
Norinchukin Bank, The 0.13% Add +17.1% 5,836 $5.5M
Bourgeon Capital Management LLC 1.06% Add +0.6% 5,805 $5.5M
Arrow Financial Corp 0.51% Reduce -11.2% 5,780 $5.5M
Keeler Thomas Management LLC 1.71% Reduce -0.3% 5,710 $5.4M
Prospera Financial Services Inc 0.14% Add +13.2% 5,681 $5.4M
Synovus Financial Corp. 0.06% Reduce -4.9% 5,682 $5.4M
B & T Capital Management DBA Alpha Capital Management 1.00% Reduce -3.4% 5,581 $5.3M
Mirador Capital Partners LP 0.94% Reduce -0.6% 5,522 $5.2M
Woodley Farra Manion Portfolio Management Inc. 0.26% Reduce -0.1% 5,491 $5.2M
Tritonpoint Wealth, LLC 0.48% Add +2.2% 5,509 $5.2M
Jamison Private Wealth Management, Inc. 0.79% Add +4.9% 5,461 $5.2M
Hohimer Wealth Management, LLC 1.11% Add +0.8% 5,428 $5.2M
Metis Global Partners, LLC 0.16% Add +2.4% 5,427 $5.2M
Stokes Family Office, LLC 0.56% Reduce -0.2% 5,424 $5.1M
Stonegate Investment Group, LLC 0.14% Add +0.2% 5,422 $5.1M
Sepio Capital, LP 0.40% Reduce -4.0% 5,393 $5.1M
Hennion & Walsh Asset Management, Inc. 0.24% Reduce -0.7% 5,373 $5.1M
Sitrin Capital Management LLC 2.54% Reduce -0.9% 5,354 $5.1M
Hengehold Capital Management LLC 0.48% Add +2.1% 5,341 $5.1M
Investment Research & Advisory Group, Inc. 2.13% Add +1.2% 5,301 $5.0M
Rossmore Private Capital 0.62% Reduce -1.1% 5,302 $5.0M
Principal Securities, Inc. 0.12% Add +7.3% 5,292 $5.0M
Prime Capital Investment Advisors, LLC 0.07% Reduce -3.9% 5,210 $4.9M
Buckhead Capital Management LLC 1.55% Reduce -0.6% 5,173 $4.9M
Kanawha Capital Management LLC 0.35% Add +5.5% 5,080 $4.8M
Liberty One Investment Management, LLC 0.49% Add +4.7% 5,079 $4.8M
Sfmg, LLC 0.39% Add +1.7% 5,048 $4.8M
GAMCO Investors 0.05% Reduce -3.4% 5,031 $4.8M
Investment Management Corp of Ontario 0.11% Add +51.7% 4,990 $4.7M
Canandaigua National Bank & Trust Co. 0.45% Reduce -0.1% 4,985 $4.7M
SG Americas Securities, LLC 0.02% Reduce -69.0% 4,980 $4.7M
Beacon Bank & Trust 1.11% Reduce -3.3% 4,974 $4.7M
Empirical Finance, LLC 0.28% Add +1.9% 4,973 $4.7M
Drucker Wealth 3.0, LLC 1.12% Add +1.4% 4,904 $4.7M
First National Advisers, LLC 0.74% Add +5.9% 4,896 $4.6M
Virginia Wealth Management Group, Inc. 2.90% Add +26.8% 4,869 $4.6M
Blue Edge Capital, LLC 0.72% Reduce -0.2% 4,846 $4.6M
Second Half Financial Partners, LLC 2.44% Reduce -44.3% 4,845 $4.6M
Janney Capital Management LLC 0.31% Add +3.0% 4,837 $4.6M
AIA Group Ltd 0.12% Add +2.1% 4,834 $4.6M
Summit Financial, LLC 0.18% Reduce -0.3% 4,829 $4.6M
Absolute Gestao de Investimentos Ltda. 1.55% New 4,800 $4.6M
Global Retirement Partners, LLC 0.14% Add +7.9% 4,779 $4.5M
Community Financial Services Group, LLC 0.93% Add +1.7% 4,768 $4.5M
Shepherd Financial Partners LLC 0.54% Add +2.2% 4,766 $4.5M
Cullen Investment Group, LTD. 0.67% Reduce -16.1% 4,765 $4.5M
River Wealth Advisors LLC 0.60% Add +10.7% 4,747 $4.5M
Osprey Private Wealth LLC 3.16% — 4,747 $4.5M
Hilltop Holdings Inc. 0.29% Add +201.9% 4,731 $4.5M
NEOS Investment Management LLC 0.13% Add +20.9% 4,694 $4.5M
Walleye Capital LLC 0.05% Add +40.2% 4,689 $4.5M
Penobscot Investment Management Company, Inc. 0.40% Add +1.6% 4,684 $4.4M
Financial Counselors Inc. 0.07% Add +94.0% 4,667 $4.4M
TD Private Client Wealth LLC 0.13% Reduce -3.0% 4,661 $4.4M
Semmax Financial Advisors Inc. 1.21% Reduce -1.5% 4,250 $4.4M
Transcend Capital Advisors, LLC 0.29% Add +1.0% 4,610 $4.4M
GHP Investment Advisors, Inc. 0.20% Add +0.7% 4,608 $4.4M
First Western Trust Bank 0.20% Reduce -8.8% 4,592 $4.4M
Palouse Capital Management, Inc. 2.74% Reduce -3.2% 4,576 $4.3M
Maltese Capital Management LLC 0.70% Reduce -16.2% 4,500 $4.3M
J. W. Coons Advisors, LLC 0.79% Reduce -0.2% 4,473 $4.2M
Consolidated Capital Management, LLC 1.85% Reduce -3.8% 4,467 $4.2M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -1.9% 4,426 $4.2M
Elk River Wealth Management LLC 0.76% Add +0.5% 4,418 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.10% Reduce -0.7% 4,413 $4.2M
Longbow Finance SA 0.44% No change 4,374 $4.2M
Trifecta Capital Advisors, LLC 0.86% Reduce -0.3% 4,336 $4.1M
Alps Advisors Inc. 0.03% Reduce -46.9% 4,332 $4.1M
Ossiam 0.08% Reduce -13.9% 4,275 $4.1M
Texas Yale Capital Corp. 0.18% Add +0.2% 4,254 $4.0M
Arnhold LLC 0.39% No change 4,253 $4.0M
Somerset Trust Co 1.50% Reduce -0.7% 4,224 $4.0M
Capital Analysts, LLC 0.16% Add +2.8% 4,216 $4.0M
Blue Fin Capital, Inc. 0.75% Add +0.5% 4,149 $3.9M
FRG Family Wealth Advisors LLC 0.70% Reduce -4.3% 4,125 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Reduce -8.5% 4,123 $3.9M
PGGM Investments 0.05% No change 4,095 $3.9M
Pine Valley Investments Ltd Liability Co 0.27% Reduce -3.8% 4,073 $3.9M
MSH Capital Advisors LLC 1.18% Add +0.0% 4,073 $3.9M
Clearstead Advisors, LLC 0.06% Add +10.3% 4,072 $3.9M
Rothschild Capital Partners, LLC 1.07% No change 4,052 $3.8M
iA Global Asset Management Inc. 0.07% Add +28.9% 4,041 $3.8M
Bard Financial Services, Inc. 0.45% Reduce -3.0% 4,010 $3.8M
Praxis Investment Management Inc. 0.24% No change 4,002 $3.8M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +9.8% 3,989 $3.8M
Groupama Asset Managment 0.10% New 4,929 $3.8M
Edmond DE Rothschild Holding S.A. 0.06% Reduce -61.0% 3,941 $3.7M
Great Valley Advisor Group, Inc. 0.09% Add +8.5% 3,923 $3.7M
Inlet Private Wealth, LLC 0.94% Reduce -0.4% 3,911 $3.7M
Central Pacific Bank - Trust Division 0.49% Add +0.1% 3,884 $3.7M
New Potomac Partners, LLC 1.88% Reduce -4.7% 3,855 $3.7M
CENTRAL TRUST Co 0.08% Add +0.9% 3,817 $3.6M
Iowa State Bank 0.74% Add +0.1% 3,803 $3.6M
CIC Wealth, LLC 0.93% Add +2.0% 3,788 $3.6M
Morton Community Bank 0.94% Reduce -1.0% 3,785 $3.6M
Van Cleef Asset Management,Inc 0.40% Reduce -3.4% 3,763 $3.6M
Robertson Stephens Wealth Management, LLC 0.13% Reduce -9.2% 3,760 $3.6M
Squarepoint Ops LLC 0.01% Reduce -78.1% 3,750 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +23.6% 3,723 $3.5M
Delta Financial Advisors LLC 1.28% Reduce -1.5% 3,720 $3.5M
Tower Research Capital LLC (TRC) 0.09% Reduce -52.0% 3,704 $3.5M
Strategic Wealth Partners, Ltd. 0.34% Add +1207.1% 3,699 $3.5M
Strategic Financial Services, Inc. 0.21% Reduce -0.5% 3,667 $3.5M
Compass Wealth Management LLC 0.82% Reduce -1.7% 3,649 $3.5M
Caprock Group, LLC 0.13% Add +8.8% 3,638 $3.5M
Mechanics Bank Trust Department 0.46% Reduce -3.6% 3,637 $3.5M
Equitable Holdings, Inc. 0.03% Add +2.9% 3,624 $3.4M
CGN Advisors LLC 0.34% Add +8.0% 3,590 $3.4M
Bleakley Financial Group, LLC 0.10% Reduce -1.5% 3,581 $3.4M
GTS Securities LLC 0.07% Add +25.1% 3,552 $3.4M
HBK Sorce Advisory LLC 0.10% Reduce -0.2% 3,550 $3.4M
Conscious Wealth Investments, LLC 2.31% Reduce -0.3% 3,394 $3.4M
American Trust 0.28% Reduce -19.9% 3,530 $3.4M
Mutual Advisors, LLC 0.10% Reduce -4.3% 3,404 $3.3M
BKM Wealth Management, LLC 1.36% Reduce -2.4% 3,524 $3.3M
Illinois Municipal Retirement Fund 0.05% Reduce -60.8% 3,508 $3.3M
Western Wealth Management, LLC 0.19% Add +156.2% 3,507 $3.3M
Summit Place Financial Advisors, LLC 1.85% Reduce -0.2% 3,494 $3.3M
Columbia Bank 1.20% Reduce -0.4% 3,467 $3.3M
First Citizens Bank & Trust Co. 0.07% Reduce -2.2% 3,450 $3.3M
Abn Amro Investment Solutions 0.06% Add +120.0% 3,448 $3.3M
180 Wealth Advisors, LLC 0.51% No change 3,440 $3.3M
Harbour Investment Management LLC 1.44% Reduce -0.3% 3,427 $3.3M
Ballentine Partners, LLC 0.06% Add +0.3% 3,424 $3.3M
NFJ Investment Group, LLC 0.09% Reduce -1.4% 3,399 $3.2M
Marino, Stram & Associates LLC 0.72% Add +0.3% 3,399 $3.2M
Addison Capital Co 1.29% Reduce -0.3% 3,359 $3.2M
Sterling Investment Advisors, Ltd. 0.81% Reduce -2.3% 3,355 $3.2M
Waverly Advisors, LLC 0.06% Add +7.0% 3,352 $3.2M
Meeder Advisory Services, Inc. 0.21% Add +1.4% 3,345 $3.2M
Creegan & Nassoura Financial Group, LLC 1.98% Add +0.8% 3,308 $3.1M
Meiji Yasuda Life Insurance Co 0.06% Reduce -59.2% 3,272 $3.1M
SWS Partners 0.99% Reduce -30.3% 3,263 $3.1M
Citizens Financial Group Inc. 0.06% Add +43.9% 3,260 $3.1M
Prudential PLC 0.02% Add +34.8% 3,250 $3.1M
Lowe Brockenbrough & Co. Inc. 0.20% Add +1.1% 3,220 $3.1M
Investment Advisory Services Inc. /TX 1.08% Reduce -6.3% 3,212 $3.0M
Gateway Investment Advisers LLC 0.03% Reduce -0.5% 3,211 $3.0M
CFO4Life Group, LLC 0.54% Reduce -1.8% 3,203 $3.0M
Nebula Research & Development LLC 0.36% Add +19.4% 3,201 $3.0M
Wedbush Securities Inc. 0.11% Reduce -1.5% 3,168 $3.0M
IFG Advisory, LLC 0.19% Add +6.3% 3,155 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Reduce -0.6% 3,137 $3.0M
Bessemer Group Inc. 0.00% Reduce -1.4% 3,105 $2.9M
First Foundation Advisors 0.11% Reduce -7.2% 3,083 $2.9M
Cetera Trust Company, N.A 1.79% Reduce -3.1% 3,079 $2.9M
ClariVest Asset Management LLC 0.30% No change 3,704 $2.9M
Great Diamond Partners, LLC 0.74% Reduce -13.5% 3,065 $2.9M
LYNX Capital Group Ltd. 1.88% Reduce -1.4% 3,048 $2.9M
Dana Investment Advisors, Inc. 0.10% Reduce -1.6% 3,040 $2.9M
Exchange Traded Concepts, LLC 0.07% Reduce -9.5% 3,025 $2.9M
Red Spruce Capital, LLC 1.30% Reduce -2.1% 3,018 $2.9M
Wealthspire Advisors, LLC 0.03% Add +25.5% 3,014 $2.9M
Harbor Capital Advisors, Inc. 0.12% Add +0.4% 2,979 $2.8M
Brown Miller Wealth Management, LLC 1.09% Add +1.0% 2,962 $2.8M
Harfst & Associates, Inc. 0.63% Reduce -1.4% 2,955 $2.8M
Equitable Trust Co. 0.18% Add +1.3% 2,950 $2.8M
Advisory Services Network, LLC 0.06% No change 3,547 $2.8M
Country Club Bank 0.19% Add +0.1% 2,947 $2.8M
Baader Bank Aktiengesellschaft 0.23% Add +63.7% 2,946 $2.8M
Vestcor Inc 0.09% Add +4.6% 2,932 $2.8M
Shell Asset Management Co. 0.12% — 2,921 $2.8M
Lederer & Associates Investment Counsel 1.95% Reduce -1.8% 2,913 $2.8M
Exencial Wealth Advisors, LLC 0.10% Reduce -1.7% 2,899 $2.8M
Chronos Wealth Management, LLC 1.43% No change 2,885 $2.7M
Banco de Sabadell, S.A 2.04% Reduce -3.1% 2,863 $2.7M
Fiduciary Group, LLC 0.27% Reduce -0.5% 2,856 $2.7M
Avitas Wealth Management LLC 0.38% Add +31.1% 2,839 $2.7M
Tiaa Trust, National Association 0.01% Add +7.3% 2,835 $2.7M
Lindenwold Advisors, INC 1.34% Add +0.7% 2,805 $2.7M
Covenant Asset Management, LLC 0.59% Reduce -2.2% 2,787 $2.6M
Fulton Bank, N.A. 0.10% Add +8.1% 2,781 $2.6M
Lincoln Capital LLC 0.55% Reduce -0.7% 2,758 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +5.5% 2,749 $2.6M
ARS Wealth Advisors Group, LLC 0.32% Reduce -0.8% 2,744 $2.6M
Kirtland Hills Capital Management, LLC 1.44% Add +4.3% 2,743 $2.6M
Knollwood Investment Advisory, LLC 0.28% No change 2,724 $2.6M
Perigon Wealth Management, LLC 0.07% Add +90.9% 2,719 $2.6M
Independent Advisor Alliance 0.09% Reduce -25.0% 2,719 $2.6M
Empowered Funds, LLC 0.04% Add +9.2% 2,713 $2.6M
Garner Asset Management Corp 0.88% Reduce -0.7% 2,712 $2.6M
Valley National Advisers Inc. 0.46% Reduce -57.2% 2,710 $2.6M
Lineweaver Wealth Advisors, LLC 0.49% Add +3.6% 2,689 $2.6M
Harmony Asset Management LLC 0.94% Add +0.2% 2,694 $2.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.27% New 2,691 $2.6M
First Horizon Advisors, Inc. 0.07% Reduce -10.4% 2,660 $2.5M
Midland Wealth Advisors, LLC 0.15% Add +3.4% 2,647 $2.5M
NBT Bank, N.A. 0.17% Reduce -0.6% 2,644 $2.5M
Spirepoint Private Client, LLC 0.33% Add +0.3% 2,639 $2.5M
DT Investment Partners, LLC 0.20% Add +0.5% 2,634 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.16% Add +0.3% 2,614 $2.5M
Gladstone Institutional Advisory LLC 0.12% Reduce -0.5% 2,607 $2.5M
Farrow Financial, Inc. 1.55% Add +0.5% 2,592 $2.5M
Busey Bank 0.08% Reduce -3.0% 2,587 $2.5M
Cape Ann Savings Bank 1.42% Reduce -1.6% 2,579 $2.4M
Beaumont Asset Management, L.L.C. 1.42% Add +0.4% 2,568 $2.4M
Nomura Holdings Inc. 0.02% Reduce -45.0% 2,547 $2.4M
Pinnacle West Asset Management, Inc. 1.73% Add +1.6% 2,536 $2.4M
Strong Tower Advisory Services 0.67% Add +12.5% 2,523 $2.4M
Ameritas Investment Partners, Inc. 0.08% Reduce -44.6% 2,510 $2.4M
V-Square Quantitative Management LLC 0.35% Add +0.3% 2,495 $2.4M
Summit Trail Advisors, LLC 0.06% Add +32.1% 2,467 $2.3M
Marion Wealth Management 0.62% Add +3.9% 2,451 $2.3M
Horizon Investments, LLC 0.06% Reduce -1.2% 2,447 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -2.5% 2,442 $2.3M
Invst, LLC 0.28% Add +2.2% 2,435 $2.3M
Portfolio Design Labs, LLC 0.64% Add +314.7% 2,430 $2.3M
Choate Investment Advisors 0.06% Add +24.8% 2,407 $2.3M
World Investment Advisors 0.07% Add +48.2% 2,405 $2.3M
Acadian Asset Management LLC 0.01% Reduce -61.0% 2,399 $2.3M
Independence Bank of Kentucky 0.49% Add +80.5% 2,388 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -0.1% 2,380 $2.3M
Marks Group Wealth Management, Inc 0.22% Add +21.5% 2,377 $2.3M
Rogco, LP 0.88% Reduce -3.9% 2,369 $2.2M
Scott & Selber, Inc. 0.69% Reduce -0.6% 2,357 $2.2M
Radnor Capital Management, LLC 0.33% Add +17.2% 2,339 $2.2M
Farther Finance Advisors, LLC 0.08% Add +5.3% 2,333 $2.2M
Fidelis Capital Partners, LLC 0.26% Reduce -0.6% 2,234 $2.2M
Profund Advisors LLC 0.08% Add +13.1% 2,300 $2.2M
Shum Financial Group, Inc. 1.82% — 2,151 $2.2M
First American Bank 0.16% Reduce -10.8% 2,293 $2.2M
Hudson Canyon Capital Management 1.40% No change 2,295 $2.2M
Trail Ridge Investment Advisors, LLC 1.03% Reduce -0.1% 2,185 $2.2M
IHT Wealth Management, LLC 0.06% Add +9.2% 2,228 $2.1M
Prudent Man Advisors, LLC 0.71% Reduce -7.4% 2,233 $2.1M
Axxcess Wealth Management, LLC 0.05% Add +0.2% 2,229 $2.1M
Signature Wealth Management Group 0.85% Add +1.4% 2,227 $2.1M
River Street Advisors LLC 1.16% Add +0.4% 2,224 $2.1M
Twin City Private Wealth, LLC 1.83% Reduce -7.0% 2,221 $2.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.32% Add +6.6% 2,193 $2.1M
DoubleLine ETF Adviser LP 0.51% Reduce -6.2% 2,192 $2.1M
Aft, Forsyth & Company, Inc. 1.02% Reduce -0.3% 2,187 $2.1M
Gold Investment Management Ltd. 0.86% Reduce -1.1% 2,170 $2.1M
Cordatus Wealth Management LLC 0.73% Reduce -0.1% 2,151 $2.0M
Indiana Trust & Investment Management Co 0.70% Reduce -9.4% 2,150 $2.0M
Community Bank & Trust, Waco, Texas 0.46% Reduce -0.2% 2,145 $2.0M
Promethium Advisors,llc 1.43% — 2,136 $2.0M
Jupiter Asset Management Ltd. 0.02% New 2,128 $2.0M
Means Investment Co., Inc. 0.22% Reduce -1.4% 2,117 $2.0M
Bank of Hawaii 0.08% Reduce -0.2% 2,113 $2.0M
Ascent Group, LLC 0.15% Add +168.0% 2,109 $2.0M
Wright Investors Service Inc. 0.52% Reduce -28.6% 2,102 $2.0M
Jmac Enterprises LLC 0.32% Add +0.9% 2,094 $2.0M
AlTi Global, Inc. 0.05% Reduce -3.6% 2,082 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -4.7% 2,072 $2.0M
SpiderRock Advisors, LLC 0.04% Reduce -2.2% 2,054 $2.0M
Wedmont Private Capital 0.11% Add +10.4% 2,066 $1.9M
Midwest Professional Planners, LTD. 0.59% Add +13.2% 2,022 $1.9M
Trust Co. of Toledo NA 0.26% Add +12.1% 2,022 $1.9M
Norway Savings Bank 1.04% Add +10.5% 2,020 $1.9M
Byrne Asset Management LLC 1.34% Reduce -1.1% 2,018 $1.9M
Martin Capital Advisors, LLP 1.36% Add +1.4% 2,009 $1.9M
Cohen Klingenstein LLC 0.07% No change 2,000 $1.9M
Platte River Wealth Advisors, LLC 0.51% Add +0.1% 1,998 $1.9M
Belpointe Asset Management LLC 0.11% Add +4.0% 1,997 $1.9M
Culbertson A N & Co. Inc. 0.30% Add +0.4% 1,993 $1.9M
Legacy Private Trust Co. 0.13% Reduce -3.0% 1,977 $1.9M
Richard P Slaughter Associates Inc 0.43% Reduce -6.0% 1,972 $1.9M
Romano Brothers and Company 0.23% Reduce -0.8% 1,963 $1.9M
Siemens Fonds Invest GmbH 0.15% Add +24.3% 1,962 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.52% Add +2.1% 1,953 $1.9M
Trust Co. of Oklahoma 0.60% Reduce -5.3% 1,949 $1.9M
Mechanics Financial Corp 0.81% Add +0.6% 1,947 $1.8M
BDF-Gestion 0.20% No change 6,581 $1.8M
Essex Bank 0.45% Add +2.5% 1,903 $1.8M
Ritholtz Wealth Management 0.05% Add +1.6% 1,892 $1.8M
Sumitomo Life Insurance Co. 0.04% Add +1.2% 1,891 $1.8M
First Financial Bank - Trust Division 0.16% Reduce -2.7% 1,888 $1.8M
Hills Bank & Trust Co 0.13% Reduce -2.0% 1,869 $1.8M
Logan Capital Management Inc. 0.07% Reduce -1.4% 1,862 $1.8M
Accretive Wealth Partners, LLC 0.74% Reduce -2.6% 1,861 $1.8M
Twin Focus Capital Partners, LLC 0.28% No change 1,850 $1.8M
Montecito Bank & Trust 0.30% Reduce -1.4% 1,830 $1.7M
Capital Investment Advisory Services, LLC 0.16% Reduce -3.1% 1,827 $1.7M
Piscataqua Savings Bank 1.47% No change 1,824 $1.7M
Mission Creek Capital Partners, Inc. 0.40% Reduce -2.3% 1,822 $1.7M
Welch & Forbes LLC 0.02% Add +2.6% 1,821 $1.7M
Claro Advisors Inc. 0.22% Add +9.1% 1,820 $1.7M
Faithward Advisors, LLC 0.30% Reduce -5.7% 1,817 $1.7M
Ostrum Asset Management 0.14% Reduce -11.9% 1,812 $1.7M
Cottage Street Advisors LLC 0.94% Reduce -1.3% 1,809 $1.7M
EFG Asset Management (Americas) Corp. 0.34% Reduce -1.0% 1,807 $1.7M
Aft, Forsyth & Sober, LLC 0.56% No change 1,800 $1.7M
Investment House LLC 0.09% No change 1,795 $1.7M
Community Bank, N.A. 0.21% No change 1,795 $1.7M
Inscription Capital, LLC 0.25% Reduce -7.2% 1,778 $1.7M
Capital Group Investment Management Pte. LTD. 0.34% Add +8.1% 1,767 $1.7M
Signaturefd, LLC 0.03% Add +0.1% 1,763 $1.7M
Hilltop National Bank 0.51% Reduce -3.6% 1,755 $1.7M
Walleye Trading LLC 0.04% Add +20.8% 1,742 $1.7M
Highview Capital Management LLC 0.66% Add +6.5% 1,716 $1.6M
Lee Financial Co 0.23% Add +3.5% 1,710 $1.6M
Tealwood Asset Management Inc. 0.71% Add +1.5% 1,709 $1.6M
Smartleaf Asset Management LLC 0.20% Add +46.8% 1,709 $1.6M
Westhampton Capital, LLC 0.82% Reduce -0.3% 1,695 $1.6M
Glen Eagle Advisors, LLC 0.27% Reduce -0.9% 1,693 $1.6M
Mayflower Financial Advisors, LLC 0.24% Reduce -99.6% 1,660 $1.6M
Sawgrass Asset Management LLC 0.16% Reduce -1.2% 1,660 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.0% 1,655 $1.6M
Trust Asset Management LLC 0.12% No change 1,648 $1.6M
IFP Advisors, Inc 0.06% Add +15.4% 1,647 $1.6M
Rehmann Capital Advisory Group 0.10% Reduce -7.4% 1,634 $1.6M
Bangor Savings Bank 0.15% Reduce -1.6% 1,645 $1.6M
Washington Trust Advisors, Inc. 0.13% Add +6.2% 1,641 $1.6M
Weatherly Asset Management L. P. 0.14% Add +5.4% 1,640 $1.6M
Lokken Investment Group LLC 0.65% Add +8.3% 1,637 $1.6M
Vident Advisory, LLC 0.04% Reduce -9.7% 1,628 $1.5M
Sound View Wealth Advisors Group, LLC 0.13% Add +4.0% 1,619 $1.5M
Hardy Reed LLC 0.14% Add +0.5% 1,608 $1.5M
Salvus Wealth Management, LLC 0.94% Add +2.6% 1,604 $1.5M
Arete Wealth Advisors, LLC 0.13% Reduce -17.8% 1,613 $1.5M
St. Louis Trust Co 0.21% Reduce -13.2% 1,600 $1.5M
Matrix Trust Co 0.28% Add +1.5% 1,599 $1.5M
Compound Planning, Inc. 0.09% Add +28.4% 1,593 $1.5M
Manchester Capital Management LLC 0.18% Add +1.3% 1,581 $1.5M
Badgley Phelps Wealth Managers, LLC 0.03% Add +73.3% 1,570 $1.5M
Joel Isaacson & Co., LLC 0.07% Reduce -4.7% 1,569 $1.5M
NorthRock Partners, LLC 0.05% Add +4.1% 1,559 $1.5M
Genesee Capital Advisors, LLC 0.71% Reduce -3.8% 1,556 $1.5M
Legacy Bridge, LLC 0.79% Reduce -0.5% 1,551 $1.5M
Okabena Investment Services Inc. 0.41% Add +7.4% 1,548 $1.5M
Redmond Asset Management, LLC 0.46% Reduce -0.5% 1,547 $1.5M
McDonald Partners LLC 0.37% Add +1.9% 1,544 $1.5M
Valmark Advisers, Inc. 0.02% Add +5.2% 1,527 $1.4M
Moneta Group Investment Advisors LLC 0.02% Reduce -8.4% 1,526 $1.4M
Venturi Wealth Management, LLC 0.08% Add +0.7% 1,524 $1.4M
Cigna Investments Inc. 0.26% Reduce -1.2% 1,524 $1.4M
Herold Advisors, Inc. 0.31% Reduce -5.1% 1,522 $1.4M
Peoples Financial Services Corp. 0.65% Reduce -1.0% 1,522 $1.4M
Bank Ozk 0.59% Add +3.8% 1,513 $1.4M
Tyche Wealth Partners LLC 0.33% Reduce -2.9% 1,512 $1.4M
Wynn Capital, LLC 0.94% Add +3.8% 1,504 $1.4M
Allworth Financial LP 0.01% Reduce -4.0% 1,502 $1.4M
Independent Financial Group, LLC 0.05% Add +13.3% 1,501 $1.4M
Opus Investment Management Inc. 1.00% No change 1,500 $1.4M
TrinityPoint Wealth, LLC 0.20% Add +3.8% 1,494 $1.4M
Leisure Capital Management 0.61% Add +2.3% 1,493 $1.4M
LaFleur & Godfrey LLC 0.20% Reduce -3.9% 1,493 $1.4M
Chemistry Wealth Management LLC 0.34% No change 1,493 $1.4M
Spire Wealth Management 0.05% Reduce -12.9% 1,489 $1.4M
LBP Am SA 0.02% Reduce -76.3% 1,487 $1.4M
Mather Group, Llc. 0.02% Add +0.6% 1,478 $1.4M
Financial Advocates Investment Management 0.08% Add +0.5% 1,473 $1.4M
Aries Wealth Management 0.38% Add +28.7% 1,472 $1.4M
Columbia Asset Management 0.24% Reduce -0.1% 1,465 $1.4M
Ascentis Independent Advisors 0.22% Reduce -0.1% 1,459 $1.4M
SevenBridge Financial Group, LLC 0.27% Add +7.8% 1,312 $1.4M
Castleview Partners, LLC 0.80% Reduce -15.6% 1,454 $1.4M
Bar Harbor Wealth Management 0.09% Reduce -1.1% 1,453 $1.4M
Ironwood Investment Counsel, LLC 0.23% Reduce -0.3% 1,451 $1.4M
Southern Capital Advisors, LLC 0.77% Reduce -2.7% 1,443 $1.4M
STAR Financial Bank 0.92% Reduce -18.1% 1,441 $1.4M
Donald L. Hagan, LLC 0.70% Add +4.7% 1,434 $1.4M
Aviso Financial Inc. 0.07% Add +26.1% 1,434 $1.4M
Lebenthal Global Advisors, LLC 0.28% Add +0.1% 1,431 $1.4M
Investors Research Corp 0.30% No change 1,423 $1.4M
First Manhattan Co. Llc. 0.00% Add +23.4% 1,423 $1.4M
IMS Capital Management 0.61% No change 1,421 $1.3M
Citizens & Northern Corp. 0.40% Add +8.4% 1,420 $1.3M
TCTC Holdings, LLC 0.05% Reduce -1.1% 1,418 $1.3M
Capital Investment Advisors, LLC 0.03% Reduce -0.8% 1,411 $1.3M
Quadrant Private Wealth Management, LLC 0.33% Add +1.0% 1,388 $1.3M
Lake Street Advisors Group, LLC 0.06% Add +1.5% 1,379 $1.3M
Buttonwood Financial Advisors Inc. 0.57% Reduce -2.9% 1,378 $1.3M
Lanark Financial, Inc. 0.11% Add +2.3% 1,358 $1.3M
Covenant Partners, LLC 0.37% Add +1.7% 1,355 $1.3M
SageView Advisory Group, LLC 0.06% Reduce -5.0% 1,344 $1.3M
GMO 0.00% New 1,339 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 1,333 $1.3M
Qtron Investments LLC 0.17% Reduce -19.9% 1,322 $1.3M
Stablepoint Partners, LLC 0.23% Reduce -0.1% 1,320 $1.3M
Adirondack Trust Co. 0.48% Reduce -0.1% 1,318 $1.3M
RFG Advisory, LLC 0.04% Reduce -18.3% 1,315 $1.2M
Verdence Capital Advisors LLC 0.10% Reduce -2.1% 1,307 $1.2M
Emerald Advisors, LLC 0.18% Add +3.9% 1,232 $1.2M
Quadrant Capital Group LLC 0.09% Reduce -1.1% 1,296 $1.2M
Forum Financial Management, LP 0.02% Add +0.2% 1,285 $1.2M
MeadowBrook Investment Advisors LLC 1.12% Reduce -3.8% 1,281 $1.2M
Brighton Jones LLC 0.05% Reduce -9.7% 1,279 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -2.0% 1,278 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.46% Reduce -9.9% 1,269 $1.2M
Argent Advisors, Inc. 0.45% No change 1,267 $1.2M
Argent Financial Group, Inc. 0.14% — 1,255 $1.2M
Colton Groome Financial Advisors, LLC 0.45% Reduce -1.0% 1,254 $1.2M
SouthState Bank Corp 0.08% Add +25.9% 1,251 $1.2M
CHICAGO TRUST Co NA 0.21% Add +18.1% 1,250 $1.2M
Napa Wealth Management 0.56% New 1,242 $1.2M
Field & Main Bank 0.42% Add +10.3% 1,239 $1.2M
West Branch Capital LLC 0.41% Reduce -3.9% 1,239 $1.2M
Noesis Capital Mangement Corp. 0.23% Add +0.9% 1,236 $1.2M
First Pacific Financial 0.27% Add +1.3% 1,234 $1.2M
HM Payson & Co. 0.02% Reduce -3.5% 1,234 $1.2M
Gilbert & Cook, Inc. 0.16% Reduce -0.9% 1,228 $1.2M
Sigma Planning Corp 0.04% Reduce -3.1% 1,227 $1.2M
Lake Street Private Wealth, LLC 0.19% Reduce -30.2% 1,226 $1.2M
Sage Rhino Capital LLC 0.26% Reduce -1.1% 1,218 $1.2M
Skylands Capital, LLC 0.15% No change 1,200 $1.1M
Auto-Owners Insurance Co 0.03% No change 1,200 $1.1M
Baron Capital (BAMCO) 0.00% Reduce -20.0% 1,200 $1.1M
Trust Point Inc. 0.09% Add +8.3% 1,199 $1.1M
Roundview Capital LLC 0.08% Add +4.3% 1,199 $1.1M
Verition Fund Management LLC 0.01% Reduce -60.0% 1,196 $1.1M
Smith, Moore & Co. 0.11% Add +4.8% 1,191 $1.1M
Prelude Capital Management, LLC 0.09% Add +170.2% 1,189 $1.1M
Private Trust Co. NA 0.11% Add +9.0% 1,188 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +2.5% 1,179 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 0.80% — 1,179 $1.1M
Cullinan Associates Inc. 0.06% No change 1,116 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +0.5% 1,185 $1.1M
Asset Dedication, LLC 0.08% Reduce -0.6% 1,173 $1.1M
Money Concepts Capital Corp. 0.08% Add +2.3% 1,172 $1.1M
Meridian Wealth Advisors, LLC 0.19% Add +1.8% 1,168 $1.1M
Chesapeake Wealth Management 0.37% Reduce -1.0% 1,156 $1.1M
Ontario Teachers Pension Plan Board 0.01% No change 1,151 $1.1M
Sanders Morris Harris LLC 0.18% No change 1,146 $1.1M
Live Oak Private Wealth LLC 0.18% Reduce -2.5% 1,145 $1.1M
King Wealth Management Group 0.17% Reduce -1.1% 1,142 $1.1M
Destination Wealth Management 0.03% Add +6.6% 1,140 $1.1M
Echo45 Advisors LLC 0.70% New 1,138 $1.1M
Stonebridge Capital Management Inc. 0.43% No change 1,135 $1.1M
MIdWestOne Financial Group, Inc. 0.15% Reduce -2.3% 1,131 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Add +42.1% 1,130 $1.1M
LM Advisors LLC 0.22% No change 1,125 $1.1M
United Bank 0.49% Add +1.1% 1,121 $1.1M
GLOBALT Investments LLC / GA 0.04% Add +3.2% 1,121 $1.1M
Brasada Capital Management, LP 0.19% Reduce -7.6% 1,109 $1.1M
Csenge Advisory Group 0.06% Reduce -4.9% 1,070 $1.1M
Sara-Bay Financial 0.38% Add +33.5% 1,115 $1.1M
Ledyard National Bank 0.10% Add +14.0% 1,108 $1.1M
Cobblestone Capital Advisors LLC 0.06% Add +2.7% 1,101 $1.0M
Paloma Partners Management Co 0.07% Reduce -11.0% 1,100 $1.0M
Atlantic Union Bankshares Corp 0.06% Reduce -59.6% 1,095 $1.0M
Orion Capital Management LLC 0.50% Reduce -5.2% 1,094 $1.0M
Foster Dykema Cabot & Partners, LLC 0.09% Add +31.8% 1,094 $1.0M
Transamerica Financial Advisors, LLC 0.10% Reduce -4.9% 1,092 $1.0M
Woodmont Investment Counsel LLC 0.08% Reduce -0.5% 1,092 $1.0M
Fortis Capital Advisors, LLC 0.35% Add +1.1% 1,088 $1.0M
Canopy Partners, LLC 0.44% Add +6.2% 1,082 $1.0M
Baxter Bros Inc. 0.13% Add +2.8% 1,081 $1.0M
First Commonwealth Financial Corp 0.25% Add +1.3% 1,080 $1.0M
Koshinski Asset Management, Inc. 0.09% Reduce -0.7% 1,079 $1.0M
Plimoth Trust Co. LLC 0.26% Reduce -7.0% 1,066 $1.0M
Beaumont Financial Advisors, LLC 0.08% Add +5.6% 1,064 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Add +50.1% 1,063 $1.0M
Insigneo Advisory Services, LLC 0.10% Reduce -6.5% 1,061 $1.0M
1ST Source Bank 0.06% Reduce -0.3% 1,056 $1.0M
Cornell Pochily Investment Advisors, Inc. 0.35% Reduce -2.7% 1,054 $1.0M
New Century Financial Group, LLC 0.37% Add +16.8% 1,052 $999K
Roberts Capital Advisors, LLC 0.85% No change 1,049 $996K
Paragon Private Wealth Management, LLC 0.49% Add +12.1% 1,041 $988K
Callan Family Office, LLC 0.17% Add +73.9% 1,040 $987K
Bison Wealth, LLC 0.16% Add +14.2% 1,035 $983K
WBH Advisory Inc. 0.09% Add +0.1% 1,035 $983K
Middleton & Co. Inc. 0.11% Add +0.5% 1,035 $983K
Motco 0.10% Add +3.8% 1,032 $980K
Marcum Wealth, LLC 0.09% Add +9.4% 1,026 $975K
Carl P. Sherr & Co., LLC 0.51% No change 1,025 $973K
E&G Advisors, LLC 0.27% Reduce -16.3% 1,024 $972K
Nicolet Advisory Services, LLC 0.09% Reduce -3.3% 1,018 $969K
Greenfield Savings Bank 0.46% No change 1,018 $967K
Cypress Wealth Services, LLC 0.20% Add +1.8% 1,015 $964K
Kingfisher Capital LLC 0.22% Add +0.1% 1,011 $960K
Guinness Atkinson Asset Management Inc 0.47% Reduce -3.4% 1,010 $959K
First Trust Investment Solutions L.P. 0.11% Add +165.8% 1,010 $959K
Tranquility Partners, LLC 0.35% Reduce -0.7% 1,007 $956K
Mendel Capital Management LLC 0.58% Add +5.8% 1,000 $950K
Forza Wealth Management, LLC 0.43% Reduce -4.3% 999 $949K
BBR Partners, LLC 0.07% Reduce -1.2% 996 $946K
Foundations Investment Advisors, LLC 0.02% Add +9.8% 996 $945K
J.W. Cole Advisors, Inc. 0.04% Add +7.2% 985 $935K
Pinnacle Bancorp, Inc. 0.25% Add +5.3% 984 $934K
Intrust Bank NA 0.09% Add +7.2% 983 $933K
United Community Bank 0.36% Reduce -12.6% 977 $928K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +12.0% 961 $913K
Catalina Capital Group, LLC 0.30% Add +2.0% 946 $898K
Central Bank & Trust Co. 0.12% Reduce -0.7% 940 $893K
Pine Haven Investment Counsel, Inc 0.72% Add +1.3% 937 $890K
River Global Investors LLP 0.19% Reduce -0.3% 937 $890K
L.M. Kohn & Company 0.23% Reduce -9.7% 936 $889K
Brookstone Capital Management 0.01% Add +30.9% 927 $880K
Brooklyn Investment Group 0.29% Reduce -2.5% 924 $877K
Sterling Investment Counsel, LLC 0.31% Add +16.7% 924 $877K
Malaga Cove Capital, LLC 0.35% Reduce -1.8% 923 $876K
Flagship Harbor Advisors, LLC 0.05% Reduce -15.4% 917 $870K
Raleigh Capital Management Inc. 0.33% Reduce -5.6% 913 $867K
Hoxton Planning & Management, LLC 0.34% Add +8.4% 912 $866K
Capricorn Fund Managers Ltd 0.59% New 909 $863K
Payden & Rygel 0.07% No change 900 $855K
Sageworth Trust Co of South Dakota 1.09% No change 900 $855K
LWM Advisory Services, LLC 0.63% Reduce -7.3% 899 $854K
BOK Financial Private Wealth, Inc. 0.06% Reduce -13.7% 898 $853K
Atria Wealth Solutions, Inc. 0.01% Reduce -90.1% 897 $852K
Oakworth Capital, Inc. 0.06% Add +16.7% 894 $849K
Zhang Financial LLC 0.05% Reduce -0.2% 893 $848K
STRS Ohio 0.00% Reduce -98.1% 886 $841K
Navera Investment Management Ltd. 0.01% No change 885 $840K
Capital Advisors Inc. 0.02% Reduce -98.7% 885 $840K
Tower Bridge Advisors 0.09% Reduce -5.9% 882 $837K
Bank of Nova Scotia Trust Co. 0.08% Add +7.6% 880 $836K
Avestar Capital, LLC 0.09% Add +16.6% 876 $832K
Transatlantique Private Wealth LLC 0.32% Add +2.5% 870 $826K
Smart Portfolios, LLC 0.84% Add +0.6% 863 $819K
Integrated Wealth Concepts LLC 0.01% Reduce -59.2% 863 $819K
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -1.0% 858 $815K
Quintet Private Bank (Europe) S.A. 0.05% Reduce -36.4% 858 $815K
Catalyst Financial Partners LLC 0.16% Reduce -4.4% 851 $808K
Core Alternative Capital 0.16% Reduce -2.2% 849 $806K
ABLE Financial Group, LLC 0.25% Reduce -2.4% 847 $804K
McGlone Suttner Wealth Management, Inc. 0.17% Add +10.7% 846 $804K
Phoenix Financial Ltd. 0.01% New 844 $803K
Formidable Asset Management, LLC 0.13% Add +2.1% 842 $799K
Rockline Wealth Management, LLC 0.22% No change 838 $796K
International Assets Investment Management, LLC 0.06% Add +10.2% 835 $793K
First Business Financial Services, Inc. 0.08% Reduce -0.7% 830 $788K
Crumly & Associates Inc. 0.22% Reduce -2.1% 829 $787K
Ninepoint Partners LP 0.10% Reduce -9.5% 823 $781K
Schear Investment Advisers, LLC 0.48% Add +14.2% 822 $780K
Good Life Advisors, LLC 0.05% Add +50.0% 816 $775K
Aaron Wealth Advisors LLC 0.09% Add +9.4% 816 $775K
Certuity, LLC 0.08% Add +26.5% 812 $771K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -26.8% 810 $769K
Sage Mountain Advisors LLC 0.07% Add +42.0% 808 $767K
Vest Financial, LLC 0.01% New 807 $766K
Woodward Diversified Capital, LLC 0.48% Reduce -23.0% 803 $763K
Burford Brothers, Inc. 0.40% No change 801 $761K
Shelton Capital Management 0.02% Reduce -13.6% 801 $761K
FAS Wealth Partners, Inc. 0.06% Add +0.4% 801 $760K
Groesbeck Investment Management Corp. 1.12% Reduce -22.3% 800 $760K
Southland Equity Partners LLC 0.18% Add +84.5% 797 $757K
Agf Management Ltd. 0.00% Reduce -27.3% 796 $756K
Legacy Trust 0.17% Add +1.4% 790 $750K
Boltwood Capital Management 0.22% Reduce -4.8% 782 $743K
SGL Investment Advisors, Inc. 0.39% — 708 $741K
PFG Investments, LLC 0.05% Add +10.8% 781 $741K
Jump Financial, LLC 0.02% Reduce -71.5% 774 $735K
Biltmore Family Office, LLC 0.13% Add +0.7% 773 $734K
PDS Planning, Inc 0.07% Add +3.5% 772 $733K
Convergence Financial, LLC 0.16% Reduce -22.3% 771 $732K
Northwest Bank & Trust Co 0.56% Add +0.1% 771 $732K
PAX Financial Group, LLC 0.13% Reduce -3.9% 769 $730K
Balefire, LLC 0.25% Reduce -9.8% 769 $730K
Montag A & Associates Inc. 0.03% Add +0.4% 767 $728K
ERn Financial, LLC 0.11% Add +6.1% 765 $726K
Americana Partners, LLC 0.05% Add +4.1% 761 $723K
Roberts Glore & Co. Inc. 0.21% Reduce -2.7% 760 $722K
Pictet North America Advisors SA 0.07% Add +6.9% 760 $722K
SeaCrest Wealth Management, LLC 0.08% Reduce -1.2% 758 $720K
Welch Group, LLC 0.03% Add +15.0% 750 $712K
Hummer Financial Advisory Services Inc 0.56% No change 750 $712K
Dodge & Cox 0.00% No change 750 $712K
Northwest & Ethical Investments L.P. 0.02% Reduce -17.1% 749 $711K
Johnson Financial Group, Inc. 0.03% Add +3.3% 748 $710K
BHK Investment Advisors, LLC 0.26% Reduce -3.2% 746 $709K
Glass Wealth Management Co LLC 0.39% Add +0.1% 746 $708K
Blue Trust, Inc. 0.01% Add +32.6% 899 $708K
Kolinsky Wealth Management, LLC 0.46% Add +1.2% 740 $703K
Sompo Asset Management Co., Ltd. 0.11% Reduce -8.6% 740 $703K
Chicago Partners Investment Group LLC 0.03% Add +39.0% 709 $701K
Nicolet Bankshares Inc. 0.14% Reduce -6.1% 736 $699K
Empower Advisory Group, LLC 0.00% Add +91.7% 736 $699K
Kowal Investment Group, LLC 0.13% Reduce -0.3% 731 $695K
Dividend Assets Capital, LLC 0.13% Reduce -6.5% 729 $692K
Parkside Financial Bank & Trust 0.10% Add +29.4% 727 $690K
Capital Advisors, Ltd. LLC 0.09% Add +2.9% 722 $685K
Everhart Financial Group, Inc. 0.15% Add +20.0% 720 $684K
Probity Advisors, Inc. 0.13% Reduce -1.1% 713 $677K
Spreng Capital Management, Inc. 0.32% Reduce -38.6% 711 $675K
1834 Investment Advisors Co. 0.08% Add +2.5% 704 $668K
Burke & Herbert Bank & Trust Co. 0.15% Reduce -6.2% 702 $667K
JNBA Financial Advisors 0.07% No change 697 $662K
Smithbridge Asset Management Inc. 0.11% Reduce -12.6% 697 $662K
Sachetta, LLC 0.26% Add +5.3% 695 $660K
Uncommon Cents Investing LLC 0.19% Add +3.7% 695 $660K
Jacobi Capital Management LLC 0.05% Add +1.8% 695 $660K
Summitry LLC 0.03% Add +43.7% 691 $656K
Rede Wealth, LLC 0.25% Add +0.1% 691 $656K
Fiduciary Family Office, LLC 0.22% Reduce -46.4% 691 $656K
Quent Capital, LLC 0.07% Add +1.3% 690 $655K
Journey Strategic Wealth LLC 0.02% Add +13.3% 689 $654K
Parisi Gray Wealth Management 0.22% Add +0.6% 687 $652K
U.S. Capital Wealth Advisors, LLC 0.02% Add +4.7% 687 $652K
Berkeley, Inc 0.19% Add +100.0% 682 $648K
LVW Advisors, LLC 0.08% Add +2.7% 682 $648K
Agate Pass Investment Management, LLC 0.32% Add +3.8% 679 $645K
Intrua Financial, LLC 0.10% Reduce -9.4% 677 $642K
Knightsbridge Asset Management, LLC 0.14% Add +4.3% 671 $637K
Sentry Investment Management LLC 0.27% No change 670 $636K
Sierra Summit Advisors LLC 0.15% Add +25.8% 669 $635K
Keel Point, LLC 0.05% Reduce -10.4% 666 $632K
Bremer Bank National Association 0.12% Reduce -5.4% 665 $631K
Wealth Alliance Advisory Group, LLC 0.13% New 664 $630K
Wolf Group Capital Advisors 0.30% Add +10.3% 911 $630K
First Interstate Bank 0.04% Reduce -9.8% 662 $629K
Fortem Financial Group, LLC 0.25% New 658 $625K
Concord Wealth Partners 0.10% Add +3.0% 657 $624K
Lazard Asset Management LLC 0.00% Reduce -18.3% 657 $623K
Cidel Asset Management Inc. 0.04% No change 656 $623K
Wealth Alliance, LLC 0.07% Reduce -2.7% 656 $623K
Riverview Trust Co 0.55% Add +0.6% 655 $622K
Berkshire Asset Management LLC 0.03% No change 789 $621K
W Advisors, LLC 0.38% Add +1.1% 652 $619K
Williamson Legacy Group, LLC 0.41% New 651 $618K
Amica Retiree Medical Trust 0.51% — 647 $614K
New Hampshire Trust 0.13% No change 642 $610K
Tradewinds, LLC. 0.19% Reduce -0.2% 640 $608K
West Michigan Advisors, LLC 0.18% Add +22.4% 640 $608K
Obermeyer Wealth Partners 0.03% Reduce -2.0% 639 $607K
Drive Wealth Management, LLC 0.16% No change 637 $605K
Paradigm Asset Management Co. LLC 0.16% No change 637 $605K
Legacy Advisory Services, LLC 0.52% Add +0.3% 637 $605K
Weil Company, Inc. 0.20% Add +59.8% 636 $604K
Bell Bank 0.07% Reduce -0.2% 635 $603K
O'Keefe Stevens Advisory, Inc. 0.18% Add +38.2% 630 $598K
Geneos Wealth Management Inc. 0.02% Add +5.2% 629 $598K
Strategy Asset Managers LLC 0.11% Add +3.1% 629 $597K
Northstar Advisory Group, LLC 0.31% Reduce -0.5% 627 $595K
Virtue Capital Management, LLC 0.12% Reduce -8.1% 623 $592K
Kuhn & Co Investment Counsel 0.50% No change 617 $586K
Diversify Advisory Services, LLC 0.03% Add +3.2% 584 $585K
Aberdeen Wealth Management LLC 0.38% No change 612 $581K
SRN Advisors, LLC 0.51% Reduce -71.7% 611 $580K
Chemung Canal Trust Co. 0.12% Reduce -2.7% 605 $574K
W.H. Cornerstone Investments Inc. 0.39% Reduce -4.0% 604 $574K
Regal Investment Advisors LLC 0.04% Reduce -0.2% 604 $574K
Randall & Associates Wealth Management 0.47% Reduce -6.8% 604 $574K
Wharton Business Group, LLC 0.03% No change 603 $573K
CW Advisors, LLC 0.01% Add +36.1% 603 $573K
Legacy Wealth Management, LLC / MS 0.21% Add +20.6% 603 $573K
Bantamac Capital, LLC 0.28% No change 602 $572K
Brandywine Oak Private Wealth LLC 0.06% No change 601 $571K
Carmel Capital Partners, LLC 0.22% Add +5.4% 589 $559K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% Reduce -0.2% 588 $558K
Seelaus Asset Management LLC 0.52% No change 587 $557K
TFG Advisers LLC 0.20% Reduce -3.6% 586 $557K
Holderness Investments Co. 0.12% No change 583 $554K
Prosperity Consulting Group, LLC 0.04% Reduce -29.7% 581 $552K
Evernest Financial Advisors, LLC 0.15% Add +0.5% 577 $548K
Frank, Rimerman Advisors LLC 0.04% No change 576 $547K
Resonant Capital Advisors, LLC 0.04% Add +9.1% 573 $544K
Gryphon Financial Partners LLC 0.07% Add +11.5% 573 $544K
Capital Asset Advisory Services LLC 0.03% Add +8.7% 573 $544K
Napatree Capital LLC 0.38% Add +76.4% 568 $539K
VeraBank, N.A. 0.16% Reduce -0.7% 565 $536K
Composition Wealth, LLC 0.01% Add +7.2% 565 $536K
Three Seasons Wealth, LLC 0.28% New 558 $530K
Key Financial Inc 0.12% Add +0.4% 556 $528K
DRW Securities, LLC 0.03% Reduce -75.3% 553 $525K
Holistic Financial Partners 0.25% Add +21.6% 551 $523K
Pallas Capital Advisors LLC 0.02% Add +1.7% 529 $521K
Larson Financial Group LLC 0.03% Add +27.1% 549 $521K
D.B. Root & Company, LLC 0.17% Add +16.1% 548 $520K
Oddo BHF Asset Management Sas 0.03% — 546 $518K
Teza Capital Management LLC 0.06% Reduce -42.3% 545 $517K
Perpetual Ltd 0.01% No change 545 $517K
Evoke Wealth, LLC 0.01% New 543 $516K
Dark Forest Capital Management LP 0.07% New 540 $513K
Norden Group LLC 0.06% Reduce -7.7% 537 $510K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -97.6% 534 $507K
Perennial Investment Advisors, LLC 0.07% Add +0.4% 532 $505K
Trilogy Capital Inc. 0.03% Reduce -0.4% 529 $502K
Trust Co of the South 0.11% No change 529 $502K
Todd Asset Management LLC 0.01% No change 528 $501K
Hazlett, Burt & Watson, Inc. 0.23% Add +6.3% 523 $500K
Ethos Financial Group, LLC 0.08% Add +1.6% 524 $497K
Armstrong Advisory Group, Inc. 0.04% Add +1.6% 521 $495K
Neville Rodie & Shaw Inc. 0.04% Add +5.1% 518 $492K
Gleason Group, Inc. 0.09% Add +0.6% 516 $490K
CWA Asset Management Group, LLC 0.03% — 505 $480K
Sather Financial Group Inc 0.03% Reduce -1.2% 505 $480K
Guyasuta Investment Advisors Inc. 0.03% Reduce -1.4% 505 $479K
Bank of Stockton 0.14% Add +12.8% 501 $476K
Loudon Investment Management, LLC 0.26% No change 500 $475K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 500 $475K
Kiely Wealth Advisory Group, Inc. 0.30% No change 456 $474K
Astoria Portfolio Advisors LLC. 0.16% No change 478 $474K
XML Financial, LLC 0.04% Add +4.4% 494 $469K
Marathon Mission, Inc. 0.33% Reduce -2.2% 492 $467K
Corton Capital Inc. 0.23% New 491 $466K
Lane & Associates LLC 0.25% Reduce -1.4% 489 $465K
44 Wealth Management LLC 0.16% — 470 $464K
BigSur Wealth Management LLC 0.13% No change 489 $464K
Integrity Financial Corp 0.27% No change 488 $463K
Klingman & Associates, LLC 0.03% New 488 $463K
True North Advisors, LLC 0.12% Add +9.6% 480 $456K
Union Savings Bank 0.22% Add +5.5% 480 $456K
Grove Bank & Trust 0.07% Add +4.1% 479 $455K
Shulman DeMeo Asset Management LLC 0.11% Add +0.7% 458 $451K
Baker Avenue Asset Management, LP 0.01% Add +6.5% 474 $450K
Syntax Research, Inc. 0.30% Reduce -8.8% 474 $450K
Exchange Bank 0.37% No change 473 $449K
Meridian Wealth Management, LLC 0.02% Reduce -19.2% 467 $444K
Hancock Whitney Corp. 0.01% Add +5.9% 467 $443K
Redhawk Wealth Advisors, Inc. 0.06% No change 466 $443K
Bank of New Hampshire 0.11% No change 464 $441K
Full Sail Capital, LLC 0.03% Reduce -11.1% 464 $441K
Concord Asset Management, LLC 0.10% Add +3.8% 462 $439K
Interchange Capital Partners, LLC 0.16% Reduce -3.0% 460 $438K
Fiera Capital Corp 0.00% No change 458 $435K
Moseley Investment Management Inc. 0.17% Add +0.4% 458 $435K
Austin Private Wealth, LLC 0.04% Reduce -6.7% 457 $434K
Proficio Capital Partners LLC 0.04% Reduce -20.1% 457 $434K
Duncker Streett & Co. Inc. 0.08% No change 456 $433K
Ellis Investment Partners, LLC 0.08% Reduce -1.5% 454 $432K
Ameritas Advisory Services, LLC 0.02% Reduce -58.8% 454 $431K
Seed Wealth Management, Inc. 0.34% No change 454 $431K
ICW Investment Advisors LLC 0.18% Add +9.9% 453 $431K
Silverlake Wealth Management LLC 0.17% Reduce -0.4% 453 $430K
Krane Funds Advisors LLC 0.02% No change 452 $429K
Brown, Lisle/Cummings, Inc. 0.13% Reduce -3.2% 451 $428K
Boyd Watterson Asset Management LLC 0.12% Reduce -0.7% 449 $427K
Lodestar Private Asset Management LLC 0.05% Reduce -9.2% 446 $423K
SteelPeak Wealth, LLC 0.02% Add +7.3% 443 $421K
Soltis Investment Advisors LLC 0.04% Add +66.5% 443 $420K
HBW Advisory Services LLC 0.06% Reduce -1.6% 443 $420K
Phoenix Wealth Advisors 0.19% Reduce -2.2% 442 $420K
Sage Advisors, LLC 0.33% Add +0.5% 441 $419K
EagleClaw Capital Managment, LLC 0.07% No change 440 $418K
Arax Advisory Partners 0.04% Add +0.5% 439 $416K
Geller Advisors LLC 0.03% Reduce -24.6% 438 $416K
Roberts Financial Services LLC 0.08% Reduce -7.4% 436 $414K
Leavell Investment Management, Inc. 0.02% Reduce -2.3% 431 $409K
GenTrust, LLC 0.02% New 430 $408K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +0.5% 429 $407K
Gilliland Jeter Wealth Management LLC 0.13% Add +34.9% 429 $407K
FSB Premier Wealth Management, Inc. 0.17% Add +1.4% 429 $407K
Old Port Advisors 0.11% Add +5.9% 428 $406K
Cadence Bank 0.03% Reduce -5.5% 428 $406K
Wintrust Investments LLC 0.30% Reduce -89.8% 427 $406K
MCF Advisors LLC 0.03% Reduce -2.1% 427 $406K
Platform Technology Partners 0.13% Reduce -1.2% 426 $404K
CX Institutional 0.02% Add +4.7% 425 $404K
Cornerstone Wealth Group, LLC 0.03% Add +0.5% 424 $403K
Gries Financial LLC 0.07% Add +8.2% 422 $401K
Arbor Trust Wealth Advisors, LLC 0.21% No change 507 $399K
Tudor Financial Inc. 0.25% — 420 $399K
Moody National Bank Trust Division 0.04% No change 416 $395K
Verum Partners LLC 0.11% Reduce -1.7% 411 $390K
Simmons Bank 0.03% Reduce -32.1% 409 $388K
Rather & Kittrell, Inc. 0.10% Add +35.0% 409 $388K
Lion Street Advisors, LLC 0.13% Add +34.3% 407 $386K
Cambridge Advisors Inc. 0.08% No change 406 $386K
Mengis Capital Management, Inc. 0.08% No change 405 $385K
Boit C F David 0.19% No change 400 $383K
Kathmere Capital Management, LLC 0.04% Add +3.9% 403 $383K
Northeast Financial Consultants Inc 0.02% Add +1.5% 402 $382K
Procyon Advisors, LLC 0.03% Reduce -0.3% 402 $382K
Violich Capital Management, Inc. 0.05% No change 400 $380K
Alta Advisers Ltd 0.17% No change 400 $380K
Callan Capital, LLC 0.03% Add +31.6% 400 $379K
King Luther Capital Management Corp. 0.00% Reduce -5.5% 398 $378K
Detalus Advisors, LLC 0.13% No change 398 $378K
Tradition Wealth Management, LLC 0.03% Add +1.0% 398 $377K
Cromwell Holdings LLC 0.24% No change 396 $376K
Red Door Wealth Management, LLC 0.06% No change 396 $376K
Peak Asset Management, LLC 0.07% Reduce -36.4% 395 $375K
Financial Management Professionals, Inc. 0.05% Add +962.2% 393 $373K
Ignite Planners, LLC 0.09% Add +1.0% 392 $372K
Calydon Capital 0.06% Reduce -2.8% 418 $371K
Linden Thomas Advisory Services, LLC 0.05% Add +25.7% 391 $371K
McKinley Carter Wealth Services, Inc. 0.02% No change 390 $370K
Banque Pictet & Cie SA 0.00% No change 390 $370K
Relyea Zuckerberg Hanson LLC 0.06% Add +12.4% 389 $370K
Modern Wealth Management, LLC 0.02% Add +50.0% 387 $368K
Prestige Wealth Management Group LLC 0.08% Reduce -49.1% 387 $368K
LCNB Corp. 0.13% No change 387 $367K
Marest Capital, LLC 0.31% Add +0.5% 385 $365K
Baker Tilly Wealth Management, LLC 0.16% Reduce -2.3% 384 $365K
D'Orazio & Associates, Inc. 0.05% Reduce -9.2% 383 $364K
PFG Advisors 0.02% Reduce -5.4% 383 $364K
Alpha Family Trust 0.20% No change 380 $361K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -5.0% 377 $361K
Founders Financial Alliance, LLC 0.10% Reduce -20.0% 379 $360K
Tiemann Investment Advisors, LLC 0.15% Reduce -7.3% 378 $359K
Douglas Lane & Associates, LLC 0.00% Add +36.1% 377 $358K
Symphony Financial, Ltd. Co. 0.06% Reduce -5.3% 377 $356K
AJ Advisors, LLC 0.18% Add +0.8% 375 $356K
Evermay Wealth Management LLC 0.06% Reduce -11.8% 374 $355K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 374 $355K
Palumbo Wealth Management LLC 0.14% Add +0.5% 373 $354K
F/m Investments LLC 0.01% Reduce -93.4% 369 $353K
Kovack Advisors, Inc. 0.04% Reduce -0.3% 372 $353K
Compass Ion Advisors, LLC 0.04% Add +1.9% 371 $352K
Global Strategic Investment Solutions, LLC 0.04% Add +35.7% 369 $350K
Magellan Asset Management Ltd 0.00% Reduce -6.4% 368 $349K
Canandaigua National Trust Co of Florida 0.30% — 366 $348K
Enterprise Bank & Trust Co 0.11% No change 366 $348K
Advisor Resource Council 0.16% New 365 $347K
CYBER HORNET ETFs LLC 0.35% No change 364 $346K
Ellevest, Inc. 0.02% New 364 $346K
Braun-Bostich & Associates Inc. 0.24% Add +2.0% 363 $345K
First Bancorp, Inc 0.24% No change 360 $342K
MBB Public Markets I LLC 0.03% Reduce -96.6% 360 $342K
Root Financial Partners, LLC 0.05% Add +2.9% 360 $342K
Central Valley Advisors, LLC 0.19% Reduce -0.8% 358 $340K
Legacy Capital Group California, Inc. 0.11% Reduce -4.5% 358 $340K
Thrive Wealth Management, LLC 0.06% Reduce -6.3% 358 $340K
Trust Co 0.04% No change 358 $340K
Sageworth Trust Co 0.02% Reduce -68.4% 358 $340K
Watts Gwilliam & Co., LLC 0.07% — 358 $340K
Magnus Financial Group LLC 0.03% Add +11.5% 358 $339K
Waters Parkerson & Co., LLC 0.02% No change 356 $338K
Advisor OS, LLC 0.03% Add +9.5% 356 $338K
Investment Partners, LTD. 0.14% No change 354 $336K
Values Added Financial LLC 0.21% Add +1.7% 353 $335K
Gsa Capital Partners LLP 0.03% New 352 $334K
Savvy Advisors, Inc. 0.07% Add +14.3% 351 $333K
Asahi Life Asset Management Co., LTD. 0.20% New 350 $332K
SYM FINANCIAL Corp 0.04% Add +14.0% 350 $332K
Physician Wealth Advisors, Inc. 0.06% Reduce -6.3% 329 $331K
Blueprint Investment Partners LLC 0.06% Reduce -47.8% 346 $329K
Barlow Wealth Partners, LLC 0.04% No change 349 $328K
Legacy Edge Advisors, LLC 0.05% No change 343 $326K
Acorns Advisers, LLC 0.00% Add +9.3% 341 $324K
Peoples Bank 0.22% No change 341 $324K
Abacus Planning Group, Inc. 0.06% Add +4.9% 340 $323K
CRA Financial Services, LLC 0.06% Reduce -3.1% 339 $322K
Grandfield & Dodd, LLC 0.02% No change 338 $321K
Measured Wealth Private Client Group, LLC 0.11% Reduce -14.4% 338 $321K
PGIM Custom Harvest LLC 0.01% Add +32.5% 338 $321K
Guardian Capital Advisors LP 0.03% Reduce -57.8% 343 $320K
WMS Partners, LLC 0.02% Reduce -12.1% 335 $318K
Tobam 0.06% Reduce -7.5% 335 $318K
Private Advisory Group LLC 0.04% Reduce -3.5% 334 $317K
Code Waechter LLC 0.30% — 333 $316K
Luts & Greenleigh Group, Inc. 0.30% Add +2.5% 331 $314K
Diversified, LLC 0.03% Add +2.2% 331 $314K
Diversified Enterprises, LLC 0.03% — 331 $314K
Peoples Bank 0.16% Reduce -0.6% 329 $312K
Alliance Wealth Advisors, LLC 0.18% No change 329 $312K
Strait & Sound Wealth Management LLC 0.15% Reduce -17.8% 329 $312K
Onyx Bridge Wealth Group LLC 0.05% Add +3.5% 328 $312K
Institute for Wealth Management, LLC. 0.04% Reduce -2.4% 327 $310K
Weaver Consulting Group 0.10% Add +1.2% 326 $310K
Sovereign Financial Group, Inc. 0.07% Add +23.9% 326 $309K
Fort Sheridan Advisors LLC 0.05% No change 323 $307K
WINTON GROUP Ltd 0.02% New 323 $307K
Element Wealth, LLC 0.16% Reduce -0.6% 321 $305K
Traynor Capital Management, Inc. 0.02% Add +6.3% 321 $305K
American National Bank & Trust 0.04% Reduce -10.9% 319 $303K
Balanced Rock Investment Advisors LLC 0.24% Reduce -4.8% 317 $301K
CFM Wealth Partners LLC 0.05% Add +6.4% 315 $299K
Pin Oak Investment Advisors Inc. 0.27% No change 315 $299K
Patten Group, Inc. 0.07% Reduce -1.3% 314 $298K
Vista Investment Partners LLC 0.10% Add +2.6% 313 $297K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Add +85.2% 313 $297K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.3% 312 $297K
Robinson Smith Wealth Advisors LLC 0.25% Reduce -0.3% 313 $297K
Clear Creek Financial Management, LLC 0.03% Add +2.0% 311 $295K
FLC Capital Advisors 0.07% No change 311 $295K
Centric Wealth Management 0.08% Add +0.7% 286 $295K
Moss Adams Wealth Advisors LLC 0.03% Add +12.7% 310 $294K
Olympiad Research LP 0.19% Reduce -30.9% 309 $293K
Davidson Trust Co. 0.15% No change 308 $292K
Main Street Financial Solutions, LLC 0.03% Reduce -36.8% 304 $289K
Klingenstein Fields & Co. LP 0.01% No change 304 $289K
Atom Investors LP 0.03% Add +7.1% 302 $287K
Versor Investments LP 0.05% New 300 $285K
Crescent Grove Advisors, LLC 0.03% No change 300 $285K
Financial Perspectives, Inc 0.10% No change 300 $284K
Valley Brook Capital Group, Inc. 0.20% No change 298 $283K
Everpar Advisors LLC 0.15% Reduce -61.2% 297 $282K
Aspen Grove Capital, LLC 0.06% Reduce -15.5% 294 $280K
Washington Trust Bank 0.03% No change 295 $280K
Cornerstone Wealth Management, LLC 0.02% Add +0.3% 295 $280K
TCI Wealth Advisors, Inc. 0.02% Add +3.2% 294 $279K
Seven Eight Capital, LP 0.03% New 293 $278K
Visionary Wealth Advisors 0.02% No change 293 $278K
Patrick M Sweeney & Associates, Inc. 0.20% New 291 $276K
Freedom Day Solutions, LLC 0.09% No change 291 $276K
Vision Capital Management, Inc. 0.04% New 290 $275K
Bordeaux Wealth Advisors LLC 0.05% New 289 $274K
Foster & Motley Inc. 0.02% Reduce -12.0% 287 $273K
Bath Savings Trust Co 0.03% No change 287 $273K
Signal Advisors Wealth, LLC 0.04% New 287 $272K
Smithfield Trust Co 0.01% Reduce -0.7% 285 $272K
Concentric Wealth Management, LLC 0.07% No change 285 $271K
Meadow Creek Wealth Advisors LLC 0.21% New 283 $269K
Revolve Wealth Partners, LLC 0.04% New 282 $268K
Schrum Private Wealth Management LLC 0.14% New 282 $268K
Farmers Trust Co. 0.05% Add +7.6% 282 $268K
CVA Family Office, LLC 0.04% Add +11.0% 282 $268K
Nikulski Financial, Inc. 0.08% Add +6.0% 282 $268K
NFSG Corp 0.09% Add +10.2% 281 $267K
Reynders McVeigh Capital Management, LLC 0.01% New 278 $264K
Fidelity D & D Bancorp Inc. 0.17% Add +3.8% 277 $263K
North Star Asset Management Inc. 0.01% No change 277 $263K
Lakeshore Financial Planning, Inc. 0.12% No change 276 $263K
Prentice Wealth Management LLC 0.08% Reduce -0.4% 275 $261K
ICONIQ Capital, LLC 0.01% New 275 $261K
Cooper Financial Group 0.03% Reduce -48.8% 272 $259K
Five Oceans Advisors 0.12% No change 271 $257K
Tocqueville Asset Management L.P. 0.00% Reduce -1.4% 271 $257K
Greystone Financial Group, LLC 0.05% No change 270 $256K
Simon Quick Advisors, LLC 0.02% New 269 $255K
Westmount Partners, LLC 0.08% Add +2.7% 268 $254K
Moneco Advisors, LLC 0.03% Add +1.5% 268 $254K
Register Financial Advisors LLC 0.13% Add +0.4% 266 $253K
49 Wealth Management, LLC 0.04% New 266 $253K
HUB Investment Partners, LLC 0.01% New 265 $252K
New Republic Capital, LLC 0.14% Add +2.7% 264 $251K
Alhambra Investment Management LLC 0.13% No change 263 $250K
Childress Capital Advisors, LLC 0.07% New 263 $250K
Talisman Wealth Advisors LLC 0.26% Reduce -2.6% 263 $248K
VestGen Investment Management 0.07% New 261 $248K
NBW Capital LLC 0.05% New 261 $248K
JGP Wealth Management, LLC 0.03% Reduce -61.3% 260 $247K
Meyer Handelman Co. 0.01% Add +2.0% 260 $247K
One Capital Management, LLC 0.01% Reduce -20.1% 259 $246K
Renasant Bank 0.16% No change 258 $245K
Patten & Patten Inc. 0.02% Reduce -0.4% 258 $245K
Poehling Capital Management, INC. 0.06% Reduce -5.9% 255 $242K
Clark Financial Services Group Inc. 0.22% New 254 $241K
Independent Wealth Network Inc. 0.11% Reduce -1.9% 254 $241K
Alterna Wealth Management, Inc. 0.22% New 254 $241K
Proactive Wealth Strategies LLC 0.13% — 254 $241K
LaSalle St. Investment Advisors, LLC 0.09% New 254 $241K
Connecticut Wealth Management, LLC 0.01% New 252 $239K
Alpine Bank Wealth Management 0.04% — 252 $239K
McLean Asset Management Corp 0.07% Add +0.8% 252 $239K
Clifford Group, LLC 0.18% Reduce -4.6% 250 $238K
Arcadia Investment Management Corp. 0.04% No change 250 $237K
High Net Worth Advisory Group LLC 0.07% New 247 $235K
Ashton Thomas Securities, LLC 0.05% New 247 $235K
Zions Bancorporation, N.A. 0.02% Reduce -8.2% 247 $235K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -42.7% 246 $234K
FinTrust Capital Advisors, LLC 0.04% Add +64.0% 246 $234K
BIP Wealth, LLC 0.02% New 246 $234K
New Covenant Trust Company, N.A. 0.23% New 246 $233K
1858 Wealth Management, LLC 0.19% New 242 $230K
Mystic Asset Management, Inc. 0.09% New 242 $230K
Wedge Capital Management L L P 0.00% Reduce -6.2% 242 $230K
CTC Alternative Strategies, Ltd. 0.29% Reduce -81.5% 241 $229K
Prio Wealth Limited Partnership 0.01% New 241 $229K
Blume Capital Management, Inc. 0.05% Add +13.8% 239 $227K
Teamwork Financial Advisors, LLC 0.03% Reduce -12.2% 238 $226K
Rovin Capital /Ut/ 0.08% New 238 $226K
Berger Financial Group, Inc 0.02% New 238 $226K
Wealthquest Corp 0.02% New 241 $225K
General Partner, Inc. 0.14% No change 237 $225K
Lansing Street Advisors 0.08% New 236 $224K
Pettyjohn, Wood & White, Inc. 0.04% New 236 $224K
Baldwin Wealth Partners LLC 0.02% Reduce -83.0% 236 $224K
Next Capital Management LLC 0.09% Reduce -13.2% 236 $224K
First National Corp. /Ma/ 0.05% New 236 $224K
Mercer Global Advisors Inc. 0.00% Reduce -98.6% 232 $224K
Gould Asset Management LLC 0.05% New 235 $223K
Southeast Asset Advisors, LLC 0.02% New 235 $223K
Centiva Capital, LP 0.01% Reduce -90.5% 234 $222K
TFB Advisors LLC 0.07% New 233 $221K
Financial Council, LLC 0.11% New 231 $219K
Sunflower Bank, N.A. 0.06% New 230 $218K
Trivium Point Advisory, LLC 0.03% New 212 $218K
Weybosset Research & Management LLC 0.07% New 230 $218K
Verity Asset Management, Inc. 0.08% Reduce -17.6% 229 $217K
Kestra Investment Management, LLC 0.01% New 229 $217K
Ahl Investment Management, Inc. 0.15% New 228 $216K
Smith Chas P & Associates Pa Cpas 0.01% New 228 $216K
Fourpath Capital Management, LLC 0.04% New 227 $216K
Mill Capital Management, LLC 0.02% New 226 $215K
HCR Wealth Advisors 0.03% Reduce -21.8% 226 $215K
Oxford Financial Group, LTD. LLC 0.01% Reduce -46.3% 226 $215K
Heartland Bank & Trust Co 0.12% New 225 $214K
First National Bank Sioux Falls 0.10% New 225 $214K
Kerrisdale Advisers, LLC 0.07% New 225 $214K
Independent Investors Inc. 0.04% New 225 $214K
Keebeck Wealth Management 0.03% New 225 $214K
Peregrine Asset Advisers, Inc. 0.07% New 223 $212K
Winning Points Advisors, LLC 0.40% — 328 $212K
Nemes Rush Group LLC 0.03% Add +26.0% 252 $210K
CAP Partners, LLC 0.16% New 221 $210K
SWAN Capital LLC 0.10% No change 221 $210K
SignalPoint Asset Management, LLC 0.05% New 222 $210K
SOL Capital Management CO 0.02% New 220 $209K
Capital Square, LLC 0.13% New 220 $209K
Merriman Wealth Management, LLC 0.01% New 220 $209K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 219 $208K
Convergence Investment Partners, LLC 0.06% New 218 $207K
Texas Capital Bank Wealth Management Services Inc 0.02% New 218 $207K
Murphy, Middleton, Hinkle & Parker, Inc. 0.11% New 218 $207K
BSW Wealth Partners 0.03% New 218 $207K
Steigerwald, Gordon & Koch Inc. 0.02% New 218 $207K
Guerra Pan Advisors, LLC 0.16% New 217 $206K
Cordgrass Capital Advisors, LLC 0.06% New 216 $205K
Occidental Asset Management, LLC 0.03% New 215 $204K
WNY Asset Management, LLC 0.02% New 215 $204K
Enclave Advisors LLC 0.03% — 212 $201K
Up Strategic Wealth Investment Advisors LLC 0.23% New 212 $201K
Princeton Capital Management LLC 0.06% New 212 $201K
LifePro Asset Management 0.12% New 211 $200K
Tarbox Family Office, Inc. 0.03% New 211 $200K
Fairhaven Wealth Management, LLC 0.06% New 211 $200K
CoreCap Advisors, LLC 0.01% Add +3.0% 209 $198K
Banque Cantonale Vaudoise 0.01% Reduce -65.6% 207 $197K
Crewe Advisors LLC 0.02% Add +1.0% 200 $190K
Maryland Capital Advisors Inc. 0.09% No change 200 $190K
First Financial Corp. 0.09% No change 195 $185K
Solstein Capital, LLC 0.10% No change 195 $185K
Hoey Investments, Inc. 0.04% No change 234 $184K
Eagle Bay Advisors LLC 0.07% Add +4.0% 182 $173K
MV Capital Management, Inc. 0.02% Add +13.8% 173 $164K
Hanson & Doremus Investment Management 0.03% No change 171 $162K
Horizon Bancorp Inc. 0.07% Add +4.5% 164 $156K
Beacon Capital Management, LLC 0.02% Add +49.5% 160 $152K
Deseret Mutual Benefit Administrators 0.07% No change 154 $146K
Glass Jacobson Investment Advisors llc 0.05% No change 154 $146K
First Personal Financial Services 0.03% No change 152 $144K
Harvest Fund Management Co., Ltd 0.01% Add +1150.0% 150 $142K
Rakuten Securities, Inc. 0.06% Add +520.8% 149 $141K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.05% New 145 $138K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Reduce -1.4% 141 $134K
Mizuho Securities Co. Ltd. 0.33% Add +75.0% 140 $133K
Centennial Bank 0.06% No change 134 $127K
Y.D. More Investments Ltd 0.01% Add +3.3% 127 $120K
Dynamic Wealth Strategies, LLC 0.10% No change 125 $119K
Tortoise Investment Management, LLC 0.01% Add +40.5% 125 $119K
First PREMIER Bank 0.03% New 120 $114K
Atticus Wealth Management, LLC 0.04% Reduce -0.8% 120 $114K
Silvant Capital Management LLC 0.01% No change 119 $113K
Capstone Investment Advisors, LLC 0.00% Reduce -93.1% 117 $111K
Bray Capital Advisors 0.03% No change 116 $110K
Bell Investment Advisors, Inc 0.02% Add +2.7% 115 $109K
Financial Network Wealth Advisors LLC 0.09% Reduce -5.0% 113 $107K
J.Safra Asset Management Corp 0.01% Add +31.4% 113 $107K
Disciplina Capital Management LLC 0.02% Reduce -5.9% 111 $105K
Truvestments Capital LLC 0.03% New 111 $105K
Hemington Wealth Management 0.03% New 107 $104K
Beaird Harris Wealth Management, LLC 0.01% Reduce -7.7% 108 $103K
Delta Asset Management LLC 0.01% No change 107 $102K
Dunhill Financial, LLC 0.05% Add +221.2% 106 $101K
Arlington Trust Co LLC 0.02% No change 105 $100K
Catalyst Capital Advisors LLC 0.00% New 101 $96K
CNB Bank 0.04% No change 97 $92K
First Community Trust NA 0.07% No change 96 $91K
Salomon & Ludwin, LLC 0.01% Reduce -15.8% 96 $91K
Providence Capital Advisors, LLC 0.02% Reduce -3.1% 94 $89K
First United Bank & Trust 0.03% No change 92 $87K
Tsfg, LLC 0.02% No change 86 $82K
ORG Partners LLC 0.01% Add +22.1% 83 $79K
Voisard Asset Management Group, Inc. 0.03% Add +3.8% 82 $78K
Carmichael Hill & Associates, Inc. 0.03% Add +33.3% 80 $76K
Avalon Trust Co 0.01% No change 80 $76K
HHM Wealth Advisors, LLC 0.01% Add +19.4% 80 $76K
Vestor Capital, LLC 0.01% No change 79 $75K
Ashburton (Jersey) Ltd 0.03% No change 78 $73K
Annapolis Financial Services, LLC 0.02% Add +1.3% 76 $72K
Coppell Advisory Solutions LLC 0.01% Reduce -15.9% 74 $70K
Activest Wealth Management 0.02% Reduce -62.6% 70 $67K
Cranbrook Wealth Management, LLC 0.01% No change 65 $62K
Archer Investment Corp 0.02% Add +50.0% 63 $60K
Salem Investment Counselors Inc. 0.00% Add +5.2% 61 $58K
Clearstead Trust, LLC 0.01% Add +7.1% 60 $57K
Criterion Capital Advisors, LLC 0.03% No change 70 $55K
City Holding Co. 0.01% New 58 $55K
Earned Wealth Advisors, LLC 0.02% New 57 $54K
Stuart Chaussee & Associates, Inc. 0.01% No change 57 $54K
Abound Wealth Management 0.02% Add +3.7% 56 $53K
Citizens National Bank Trust Department 0.01% No change 56 $53K
Richardson Financial Services Inc. 0.03% No change 64 $50K
TFC Financial Management, Inc. 0.01% Add +246.7% 52 $49K
REAP Financial Group, LLC 0.01% Add +41.7% 51 $49K
Stone House Investment Management, LLC 0.01% Reduce -12.3% 50 $47K
Provenance Wealth Advisors, LLC 0.01% New 50 $47K
Covestor Ltd 0.03% Add +2.1% 48 $47K
Addison Advisors LLC 0.01% Add +81.5% 49 $47K
GPS Wealth Strategies Group, LLC 0.01% Reduce -47.3% 48 $46K
WFA of San Diego, LLC 0.04% No change 48 $46K
CoreFirst Bank & Trust 0.03% New 48 $46K
Sittner & Nelson, LLC 0.02% No change 48 $46K
HBC Financial Services, PLLC 0.03% No change 44 $44K
Flaharty Asset Management, LLC 0.01% New 46 $44K
Sound Income Strategies, LLC 0.00% No change 45 $43K
Winch Advisory Services, LLC 0.01% No change 44 $42K
Meeder Asset Management Inc. 0.00% No change 44 $42K
Fairman Group, LLC 0.04% No change 43 $41K
Coston, McIsaac & Partners 0.01% No change 42 $39K
AlphaMark Advisors, LLC 0.01% No change 40 $38K
Mfa Wealth Advisors, LLC 0.01% Add +100.0% 40 $38K
Northwest Financial Advisors 0.03% New 40 $38K
Reston Wealth Management LLC 0.01% New 39 $37K
Tidemark, LLC 0.01% Add +15.2% 38 $36K
Chesapeake Asset Management LLC 0.03% Add +2.7% 38 $36K
Fairfield Financial Advisors, LTD 0.01% Reduce -71.0% 38 $36K
Hall Laurie J Trustee 0.01% No change 38 $36K
Avion Wealth 0.01% Add +9.1% 36 $34K
Nordwand Advisors, LLC 0.01% No change 35 $33K
Roble, Belko & Company, Inc 0.01% No change 35 $33K
Westside Investment Management, Inc. 0.01% No change 36 $32K
Private Wealth Management Group, LLC 0.01% No change 34 $32K
Financial Freedom, LLC 0.02% No change 32 $31K
DHJJ Financial Advisors, Ltd. 0.01% No change 30 $29K
Towne Trust Company, N.A 0.01% No change 30 $28K
One River Asset Management, LLC 0.03% New 29 $27K
DiNuzzo Private Wealth, Inc. 0.00% No change 28 $27K
FSA Wealth Management LLC 0.01% — 27 $26K
Quarry LP 0.01% Reduce -35.7% 27 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +145.4% 27 $26K
Valued Wealth Advisors LLC 0.02% No change 26 $25K
Planning Capital Management Corp 0.02% No change 26 $25K
Center for Financial Planning, Inc. 0.00% No change 25 $24K
Creekmur Asset Management LLC 0.01% Reduce -17.9% 23 $22K
Hobbs Group Advisors, LLC 0.01% Add +633.3% 22 $21K
PFS Partners, LLC 0.01% Reduce -46.3% 22 $21K
Granite FO LLC 0.01% New 20 $19K
Transcendent Capital Group LLC 0.01% No change 20 $19K
Pacifica Partners Inc. 0.01% No change 20 $19K
City State Bank 0.01% No change 20 $19K
M&R Capital Management Inc. 0.00% Add +17.6% 20 $19K
Darwin Wealth Management, LLC 0.01% New 19 $18K
Tucker Asset Management LLC 0.00% No change 19 $18K
SJS Investment Consulting Inc. 0.00% Add +142.9% 17 $16K
Steph & Co. 0.01% No change 17 $16K
Anfield Capital Management, LLC 0.01% New 15 $14K
Robinswood Financial LLC 0.01% Add +50.0% 15 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 14 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -77.0% 14 $13K
Tributary Capital Management, LLC 0.00% No change 14 $13K
New Millennium Group LLC 0.01% No change 14 $13K
Main Street Group, LTD 0.01% Reduce -7.1% 13 $12K
Goodman Advisory Group, LLC 0.00% Add +62.5% 13 $12K
Stephens Consulting, LLC 0.00% Reduce -52.0% 12 $11K
Chilton Capital Management LLC 0.00% Reduce -89.2% 12 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 12 $11K
Financial Gravity Companies, Inc. 0.00% — 12 $11K
Sterling Capital Management LLC 0.00% — 12 $11K
McClarren Financial Advisors, Inc. 0.00% Reduce -98.6% 11 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -23.1% 10 $9K
Optimum Investment Advisors 0.00% New 10 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 8 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 8 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 8 $7K
Chelsea Counsel Co. 0.00% No change 7 $7K
Oliver Lagore Vanvalin Investment Group 0.00% No change 7 $7K
ESL Trust Services, LLC 0.00% Reduce -65.0% 7 $7K
PSI Advisors, LLC 0.00% No change 7 $6K
Kimelman & Baird, LLC 0.00% No change 6 $6K
Northwest Capital Management Inc 0.00% No change 6 $6K
Global Wealth Strategies & Associates 0.00% No change 6 $6K
Pineridge Advisors LLC 0.00% Reduce -58.3% 5 $5K
Copley Financial Group, Inc. 0.00% — 5 $5K
Wolff Wiese Magana LLC 0.00% Add +66.7% 5 $5K
Richard W. Paul & Associates, LLC 0.00% No change 5 $5K
Ruedi Wealth Management, Inc. 0.00% No change 5 $5K
Hoese & Co LLP 0.00% No change 5 $5K
Abich Financial Wealth Management LLC 0.01% Reduce -75.0% 4 $4K
C M Bidwell & Associates Ltd. 0.00% New 4 $4K
TruNorth Capital Management, LLC 0.00% New 4 $4K
WealthCollab, LLC 0.00% No change 3 $3K
Burkett Financial Services, LLC 0.00% New 3 $3K
Nvwm, LLC 0.00% Add +50.0% 3 $3K
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $3K
Riggs Asset Managment Co. Inc. 0.00% New 2 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 2 $2K
Claris Advisors, LLC / Mo / 0.00% New 2 $2K
Pathway Financial Advisers, LLC 0.00% Add +89389.4% 1,046,131 $1K
1620 Investment Advisors, Inc. 0.00% New 1 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 1 $1K
True Wealth Design, LLC 0.00% New 1 $950

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