Bank of New York MellonBNY

13F holders, Q1 2024 (March 31)
1,251holders
13famous investors
$57.55avg. 13F price*

At the end of Q1 2024, 1,251 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock Inc. ($3.7B) and Dodge & Cox ($3.2B). 13 famous investors held it, including Stephen Yacktman (1.9% of Yacktman Asset Management's portfolio), Mario Gabelli (1.0% of GAMCO Investors's portfolio) and Bill Nygren (0.9% of Harris Associates (Oakmark Funds)'s portfolio).

Company
Bank of New York Mellon Corp.
Filed as
BANK NEW YORK MELLON CORP (Q1 2024)
Sector
Finance
CUSIP
064058100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions143$244.7M
Exits61$684.3M

Ownership 1,251 holders

Vanguard Group Inc. 0.08% Reduce -1.6% 73,283,027 $4.2B
BlackRock Inc. 0.09% Reduce -1.2% 63,599,286 $3.7B
Dodge & Cox 1.86% Reduce -5.7% 55,407,885 $3.2B
State Street Corp. 0.08% Reduce -2.3% 32,638,568 $1.9B
Geode Capital Management, LLC 0.09% Add +2.6% 17,544,775 $1.0B
Artisan Partners Limited Partnership 1.45% Reduce -12.6% 17,300,308 $996.8M
Norges Bank 0.15% Add +3.7% 16,211,548 $934.1M
First Eagle Investment Management, LLC 2.10% Reduce -1.3% 16,011,021 $922.6M
FMR LLC 0.05% Add +6.6% 12,866,904 $741.4M
Davis Selected Advisers 3.32% Reduce -18.4% 10,283,435 $592.5M
Nuveen Asset Management, LLC 0.17% Add +16.0% 10,059,518 $579.6M
Ameriprise Financial Inc. 0.16% Add +18.0% 9,995,275 $575.9M
Harris Associates (Oakmark Funds) 0.86% Add +5.4% 9,253,673 $533.2M
American Century Companies Inc. 0.33% Reduce -6.6% 9,150,701 $527.3M
Amundi 0.22% Reduce -18.9% 9,296,442 $513.6M
Northern Trust Corp. 0.09% Reduce -5.0% 8,601,595 $495.6M
Wells Fargo & Company 0.13% Reduce -2.2% 8,476,160 $488.4M
Victory Capital Management Inc. 0.46% Reduce -5.0% 8,012,842 $461.7M
Morgan Stanley 0.04% Add +3.5% 7,871,372 $453.5M
Hotchkis & Wiley Capital Management LLC 1.40% Reduce -23.3% 7,307,718 $421.1M
LSV Asset Management 0.87% Reduce -1.2% 7,282,313 $419.6M
Dimensional Fund Advisors LP 0.11% Add +0.6% 6,798,774 $391.7M
Legal & General Group Plc 0.11% Add +0.0% 6,686,527 $385.3M
Invesco Ltd. 0.07% Reduce -3.8% 5,692,043 $328.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -0.4% 5,351,093 $308.3M
Bank of New York Mellon Corp 0.06% Reduce -4.3% 5,117,333 $294.9M
Charles Schwab Investment Management Inc. 0.06% Add +1.1% 4,854,722 $279.7M
T. Rowe Price Associates Inc. 0.03% Reduce -5.3% 4,722,927 $272.1M
Goldman Sachs Group Inc. 0.06% Reduce -16.0% 4,702,490 $271.0M
Bank of America Corp. 0.02% Add +17.2% 4,221,783 $243.3M
Parnassus Investments, LLC 0.49% Reduce -17.2% 3,975,054 $229.0M
Van Eck Associates Corp. 0.34% Add +7.3% 3,914,109 $225.5M
Barclays PLC 0.10% Add +36.0% 3,801,221 $219.0M
Yacktman Asset Management 1.93% Reduce -1.6% 3,717,211 $214.2M
Arrowstreet Capital, Limited Partnership 0.18% Add +7.1% 3,459,015 $199.3M
HSBC Holdings PLC 0.11% Add +12.5% 2,652,738 $152.9M
KBC Group NV 0.47% Add +69.4% 2,589,580 $149.2M
Robeco Institutional Asset Management B.V. 0.31% Add +1.4% 2,496,302 $143.8M
Millennium Management 0.12% Add +567.1% 2,413,569 $139.1M
Prudential Financial Inc. 0.19% Reduce -9.1% 2,366,652 $136.4M
Deutsche Bank AG 0.06% Reduce -8.2% 2,333,350 $134.4M
Royal Bank of Canada 0.03% Add +16.9% 2,299,646 $132.5M
Envestnet Asset Management Inc. 0.05% Add +15.2% 2,129,597 $122.7M
UBS Group AG 0.04% Add +52.6% 2,030,496 $117.0M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -2.6% 2,022,334 $116.5M
Thrivent Financial for Lutherans 0.23% Reduce -0.5% 1,966,647 $113.3M
JPMorgan Chase & Co. 0.01% Add +31.1% 1,941,106 $111.8M
Brandes Investment Partners, LP 1.42% Add +9.0% 1,910,551 $110.1M
Franklin Resources Inc. 0.03% Add +157.2% 1,880,721 $108.4M
Rhumbline Advisers 0.10% Add +8.8% 1,783,359 $102.8M
Massachusetts Financial Services Co. 0.03% Reduce -15.5% 1,772,131 $102.1M
Voya Investment Management LLC 0.11% Reduce -10.0% 1,761,740 $101.5M
GAMCO Investors 1.00% Reduce -0.8% 1,723,351 $99.3M
Gabelli Funds LLC 0.74% Reduce -0.1% 1,709,250 $98.5M
Truist Financial Corp. 0.15% Add +29.4% 1,679,202 $96.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.33% Add +6.1% 1,649,490 $95.0M
Qube Research & Technologies Ltd 0.17% Add +9635.8% 1,629,670 $93.9M
Credit Suisse AG/ 0.09% Reduce -0.4% 1,619,738 $93.3M
National Pension Service 0.11% Add +0.3% 1,600,041 $92.2M
CANADA LIFE ASSURANCE Co 0.18% Add +5.3% 1,513,082 $87.3M
California Public Employees Retirement System 0.06% Reduce -3.9% 1,427,051 $82.2M
Canada Pension Plan Investment Board 0.08% Add +69.7% 1,397,589 $80.5M
Aberdeen Group plc 0.15% Add +5.4% 1,341,467 $77.3M
Marshall Wace, LLP 0.13% Reduce -9.6% 1,319,244 $76.0M
AQR Capital Management 0.12% Add +13.2% 1,242,773 $71.6M
Citadel Advisors 0.07% Reduce -43.2% 1,237,556 $71.3M
California State Teachers Retirement System 0.09% Reduce -1.5% 1,214,881 $70.0M
Schroder Investment Management Group 0.08% Add +9.0% 1,202,881 $69.3M
Miller Howard Investments Inc. 2.10% Reduce -0.4% 1,108,213 $63.9M
New York State Common Retirement Fund 0.08% Reduce -6.6% 1,105,028 $63.7M
Alliancebernstein L.P. 0.02% Reduce -6.1% 1,089,745 $62.8M
Federated Hermes, Inc. 0.14% Add +0.9% 1,079,287 $62.2M
Lazard Asset Management LLC 0.08% Add +1981.6% 1,003,902 $57.8M
BNP Paribas Financial Markets 0.07% Add +60.7% 988,021 $56.9M
M&G PLC 0.39% — 957,643 $55.5M
Sei Investments Co. 0.08% Reduce -5.2% 963,425 $55.5M
Wellington Management Group LLP 0.01% Reduce -52.3% 956,956 $55.1M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +99.2% 930,275 $53.3M
TAM Capital Management Inc. 43.36% Add +68.5% 905,126 $52.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +18.8% 902,684 $52.0M
Principal Financial Group Inc. 0.03% Add +0.1% 900,551 $51.9M
STRS Ohio 0.21% Add +45.0% 898,579 $51.8M
New York State Teachers Retirement System 0.10% Reduce -0.6% 834,843 $48.1M
Zacks Investment Management 0.51% Add +4.0% 834,802 $48.1M
Captrust Financial Advisors 0.17% Add +14.6% 983,031 $47.5M
Jacobs Levy Equity Management, Inc. 0.20% Add +10.6% 795,806 $45.9M
Private Management Group Inc. 1.73% Reduce -3.1% 792,299 $45.7M
Candriam S.C.A. 0.29% Reduce -3.2% 780,731 $45.0M
CORDA Investment Management, LLC. 3.58% Reduce -3.7% 780,726 $45.0M
Allspring Global Investments Holdings, LLC 0.07% Reduce -23.4% 748,538 $43.1M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -0.3% 744,816 $42.9M
Aviva PLC 0.14% Reduce -7.2% 731,413 $42.1M
Sabal Trust CO 2.38% Reduce -1.0% 710,280 $40.9M
Bank of Montreal 0.01% Reduce -7.2% 704,460 $40.3M
Russell Investments Group, Ltd. 0.06% Reduce -0.3% 677,073 $39.0M
Edgar Lomax Co. 2.40% Add +257.5% 673,179 $38.8M
State Board of Administration of Florida Retirement System 0.09% Reduce -4.8% 831,029 $37.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -15.4% 641,827 $37.0M
Cibc World Markets Corp. 0.24% Add +259.2% 641,701 $37.0M
Primecap Management Co. 0.03% No change 636,800 $36.7M
Skandinaviska Enskilda Banken AB (publ) 0.18% Reduce -2.8% 636,056 $36.6M
Raymond James & Associates 0.02% Add +9.9% 630,717 $36.3M
Conning Inc. 1.24% Add +16216.0% 630,123 $36.2M
Swedbank AB 0.05% Add +21.6% 616,345 $35.5M
Bridgewater Associates 0.18% Add +76.7% 604,233 $34.8M
Man Group plc 0.10% Reduce -1.3% 602,150 $34.7M
Morningstar Investment Services LLC 0.38% Reduce -50.8% 602,189 $34.3M
TCW Group Inc. 0.34% Add +27.9% 589,609 $34.0M
Macquarie Group Ltd. 0.04% Reduce -23.0% 576,896 $33.2M
Korea Investment CORP 0.08% Add +23.0% 543,816 $31.3M
Teacher Retirement System of Texas 0.20% Add +19.8% 541,984 $31.2M
State of Wisconsin Investment Board 0.08% Add +6.9% 534,734 $30.8M
Matrix Asset Advisors Inc. 3.63% Reduce -1.9% 526,456 $30.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -15.3% 509,128 $29.3M
Galvin, Gaustad & Stein, LLC 2.74% Reduce -3.5% 508,948 $29.3M
Squarepoint Ops LLC 0.12% Reduce -40.1% 506,825 $29.2M
First Horizon Advisors, Inc. 0.90% Reduce -6.7% 504,861 $29.1M
D. E. Shaw & Co. 0.04% Add +44.6% 498,451 $28.7M
AustralianSuper Pty Ltd 0.17% Add +193.0% 496,893 $28.3M
Cannell & Spears LLC 0.56% Add +4066.3% 469,207 $27.0M
Toronto Dominion Bank 0.04% Add +0.7% 465,478 $26.8M
O'shaughnessy Asset Management, LLC 0.30% Add +10.5% 463,640 $26.7M
First Trust Advisors LP 0.03% Add +9.6% 458,714 $26.4M
Dana Investment Advisors, Inc. 0.87% Reduce -1.0% 454,364 $26.2M
Citigroup Inc. 0.03% Add +6.9% 453,061 $26.1M
Levin Capital Strategies, L.P. 2.64% Reduce -0.5% 452,411 $26.1M
Treasurer of the State of North Carolina 0.11% Reduce -0.5% 449,706 $25.9M
Federation des caisses Desjardins du Quebec 0.19% Add +12.2% 481,983 $25.7M
Pictet Asset Management Holding SA 0.03% Add +6.3% 443,945 $25.6M
Susquehanna Fundamental Investments, LLC 1.19% New 442,683 $25.5M
Brandywine Global Investment Management, LLC 0.18% Reduce -0.8% 434,453 $25.0M
State of New Jersey Common Pension Fund D 0.07% No change 428,068 $24.7M
Cwm, LLC 0.12% Reduce -6.7% 424,932 $24.5M
Storebrand Asset Management As 0.08% Reduce -15.7% 423,272 $24.4M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.2% 422,636 $24.4M
South Dakota Investment Council 0.49% Reduce -7.0% 409,993 $23.6M
Stifel Financial Corp. 0.03% Reduce -7.2% 404,012 $23.3M
LFL Advisers, LLC 8.25% Add +9.3% 396,650 $22.9M
Illinois Municipal Retirement Fund 0.34% Reduce -13.4% 391,417 $22.6M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +28.0% 384,000 $22.1M
Danske Bank A/S 0.07% — 371,881 $21.4M
State of Tennessee, Department of Treasury 0.08% Reduce -43.1% 361,662 $20.8M
Public Employees Retirement System of Ohio 0.08% Reduce -9.1% 361,037 $20.8M
Glenmede Trust Co. NA 0.10% Add +7.3% 359,031 $20.7M
AXA S.A. 0.06% Add +38.5% 341,744 $19.7M
Foundry Partners, LLC 1.05% Add +3.3% 340,133 $19.6M
Biechele Royce Advisors 6.46% Reduce -2.0% 337,854 $19.5M
Portland Investment Counsel Inc. 5.79% Reduce -35.9% 110,700 $19.3M
Cantor Fitzgerald Investment Advisors L.P. 1.41% Reduce -2.6% 329,524 $19.0M
Tweedy, Browne Co LLC 0.88% Reduce -7.5% 326,643 $18.8M
Auto-Owners Insurance Co 0.49% No change 322,300 $18.6M
Delta Asset Management LLC 1.63% Reduce -1.4% 320,738 $18.5M
Royal London Asset Management Ltd. 0.05% Reduce -1.3% 319,149 $18.4M
Susquehanna International Group, LLP 0.03% Reduce -23.1% 316,751 $18.3M
Bank of Nova Scotia 0.04% Reduce -69.9% 308,407 $17.8M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -18.8% 307,016 $17.7M
Asset Management One Co., Ltd. 0.07% Reduce -7.6% 294,338 $17.0M
GMO 0.06% Reduce -8.1% 289,730 $16.7M
Cetera Investment Advisers 0.04% Add +223.1% 286,046 $16.5M
Corient Private Wealth LP 0.03% Reduce -9.2% 283,524 $16.3M
Matthew Goff Investment Advisor, LLC 3.28% Add +1.7% 281,113 $16.2M
Prudential PLC 0.13% Add +183.5% 281,020 $16.2M
Forsta Ap-Fonden 0.14% Add +18.7% 279,000 $16.1M
Varma Mutual Pension Insurance Co 0.13% New 269,900 $15.6M
Vinva Investment Management Ltd 0.87% Add +10.6% 269,789 $15.5M
LPL Financial LLC 0.01% Add +6.8% 269,545 $15.5M
Calamos Advisors LLC 0.11% Reduce -1.8% 267,513 $15.4M
Rafferty Asset Management, LLC 0.06% Reduce -2.0% 267,092 $15.4M
Walleye Capital LLC 0.18% Reduce -51.4% 266,736 $15.4M
TD Asset Management Inc 0.01% Add +0.6% 261,172 $15.0M
DekaBank Deutsche Girozentrale 0.03% Reduce -4.1% 262,361 $14.9M
Resona Asset Management Co.,Ltd. 0.09% — 257,582 $14.8M
Handelsbanken Fonder AB 0.06% Add +9.3% 257,072 $14.8M
Holocene Advisors, LP 0.05% New 252,805 $14.6M
PNC Financial Services Group, Inc. 0.01% Add +0.4% 252,360 $14.5M
Smith Group Asset Management, LLC 0.83% New 250,400 $14.4M
Natixis Advisors, LLC 0.03% Add +2.6% 248,913 $14.3M
Isthmus Partners, LLC 1.61% Reduce -0.5% 245,551 $14.1M
Hikari Power Ltd 1.21% No change 244,800 $14.1M
Osaic Holdings, Inc. 0.03% Reduce -23.9% 243,679 $14.0M
Cacti Asset Management LLC 1.10% Reduce -8.0% 233,565 $13.8M
Degroof Petercam Asset Management 0.16% Reduce -4.7% 231,700 $13.4M
USS Investment Management Ltd 0.11% Add +1.6% 229,545 $13.2M
Creative Planning 0.01% Reduce -0.2% 229,180 $13.2M
SG Americas Securities, LLC 0.07% Add +813.5% 224,150 $12.9M
State of Michigan Retirement System 0.07% Reduce -1.1% 223,855 $12.9M
Auxier Asset Management LLC 1.95% Reduce -0.3% 222,719 $12.8M
Martingale Asset Management L P 0.25% Add +103.8% 219,010 $12.6M
Raymond James Trust N.A. 0.30% Add +0.3% 218,134 $12.6M
Arizona State Retirement System 0.09% Reduce -0.6% 217,906 $12.6M
American International Group, Inc. 0.04% Reduce -1.7% 217,546 $12.5M
Nomura Asset Management Co. Ltd. 0.04% Add +1.9% 214,748 $12.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.14% Reduce -2.3% 213,127 $12.3M
National Bank of Canada 0.02% Reduce -11.2% 209,815 $12.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -4.7% 211,805 $12.2M
Shelton Capital Management 0.35% Reduce -4.1% 210,208 $12.1M
US Bancorp \de 0.02% Add +3.5% 209,104 $12.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +6.6% 237,547 $11.8M
MML Investors Services, LLC 0.05% Add +7.5% 196,147 $11.3M
Ilmarinen Mutual Pension Insurance Co 0.14% No change 195,000 $11.2M
Novare Capital Management LLC 1.01% Add +2.8% 194,503 $11.2M
Westchester Capital Management, Inc. 2.81% Reduce -0.6% 194,457 $11.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -1.7% 192,540 $11.1M
Jane Street Group, LLC 0.01% Reduce -31.9% 191,622 $11.0M
Country Club Bank 0.78% Reduce -1.4% 191,093 $11.0M
Van Lanschot Kempen Investment Management N.V. 0.13% Reduce -7.4% 186,375 $10.7M
Brown Advisory Inc. 0.01% Reduce -31.4% 185,803 $10.7M
LGT Group Foundation 0.25% Reduce -23.1% 182,860 $10.5M
PGGM Investments 0.15% Add +39.4% 181,249 $10.4M
AMF Tjanstepension AB 0.08% No change 178,640 $10.3M
MetLife Investment Management, LLC 0.07% Reduce -4.8% 177,812 $10.2M
Azimuth Capital Investment Management LLC 0.42% Add +1.0% 175,280 $10.1M
North Reef Capital Management LP 0.53% New 175,000 $10.1M
Commonwealth Equity Services, LLC 0.02% Reduce -8.8% 174,766 $10.1M
Texas Permanent School Fund Corp. 0.08% Reduce -0.8% 174,216 $10.0M
Sit Investment Associates Inc. 0.23% Reduce -8.9% 171,465 $9.9M
ProShare Advisors LLC 0.03% Reduce -6.4% 170,350 $9.8M
IFM Investors Pty Ltd 0.11% Reduce -0.8% 169,719 $9.8M
Ethic Inc. 0.25% Reduce -1.3% 168,885 $9.7M
Greystone Financial Group, LLC 1.93% New 167,611 $9.7M
Retirement Systems of Alabama 0.04% Reduce -1.1% 167,597 $9.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -1.0% 166,698 $9.6M
Trillium Asset Management, LLC 0.24% Add +0.4% 162,321 $9.4M
Amalgamated Bank 0.08% Reduce -24.4% 159,681 $9.2M
Boston Common Asset Management, LLC 0.21% Reduce -36.7% 155,751 $9.0M
Smithfield Trust Co 0.46% Reduce -8.7% 150,674 $8.7M
Hudson Bay Capital Management LP 0.09% New 150,000 $8.6M
Susquehanna Portfolio Strategies, LLC 0.20% No change 149,290 $8.6M
State of Alaska, Department of Revenue 0.10% Reduce -13.5% 149,205 $8.6M
Cibc World Market Inc. 0.02% Add +0.8% 147,745 $8.5M
Dakota Wealth Management 0.21% Add +15.9% 147,030 $8.5M
Mariner, LLC 0.02% Reduce -1.2% 146,915 $8.5M
LBP Am SA 0.33% Add +87.0% 144,154 $8.3M
Aquatic Capital Management LLC 0.27% New 143,700 $8.3M
Cardinal Capital Management 1.31% Add +7.8% 140,012 $8.1M
Comerica Bank 0.03% Reduce -5.8% 139,721 $8.1M
Formuepleje A/S 0.45% Reduce -8.0% 138,828 $8.0M
Fayez Sarofim & Co 0.02% No change 138,066 $8.0M
Point72 (DIFC) Ltd 0.61% — 137,454 $7.9M
Hillman Capital Management, Inc. 2.51% Reduce -0.5% 135,729 $7.8M
Czech National Bank 0.10% Reduce -0.8% 133,607 $7.7M
Clifford Swan Investment Counsel LLC 0.29% Reduce -6.1% 133,239 $7.7M
Utah Retirement Systems 0.09% Reduce -1.3% 131,861 $7.6M
Jefferies Financial Group Inc. 0.17% Add +6.3% 130,597 $7.5M
Eagle Asset Management Inc. 0.04% Add +2.4% 130,835 $7.5M
Visionary Wealth Advisors 0.50% Reduce -6.7% 129,296 $7.5M
CIBC Asset Management Inc 0.03% Add +1.0% 128,684 $7.4M
Brookstone Capital Management 0.13% Reduce -1.9% 128,508 $7.4M
QRG Capital Management, Inc. 0.09% Add +6.9% 127,576 $7.4M
CSM Advisors, LLC 0.48% Reduce -1.4% 127,183 $7.3M
HighTower Advisors, LLC 0.01% Reduce -62.7% 127,129 $7.3M
DNB Asset Management AS 0.04% Reduce -13.0% 123,519 $7.1M
Moore Capital Management, LP 0.15% New 123,394 $7.1M
Xponance LLC 0.07% Add +6.7% 122,933 $7.1M
Janney Montgomery Scott LLC 0.02% Add +10.7% 122,398 $7.1M
Markel Group 0.07% No change 121,500 $7.0M
Public Sector Pension Investment Board 0.05% Reduce -0.6% 119,562 $6.9M
Yousif Capital Management, LLC 0.08% Reduce -3.3% 118,626 $6.8M
Crossmark Global Holdings, Inc. 0.13% Reduce -2.9% 118,044 $6.8M
Investment Management Corp of Ontario 0.20% Reduce -4.8% 117,322 $6.8M
Simplex Trading, LLC 0.20% Add +4.9% 117,050 $6.7M
New York Life Investment Management LLC 0.07% Reduce -5.1% 115,752 $6.7M
American Assets Investment Management, LLC 0.63% No change 115,000 $6.6M
Scotia Capital Inc. 0.04% Reduce -0.6% 112,140 $6.5M
Neuberger Berman Group LLC 0.01% Add +97.5% 110,633 $6.4M
RBF Capital, LLC 0.36% No change 110,000 $6.3M
Oak Associates Ltd. 0.44% Add +0.0% 109,549 $6.3M
Janus Henderson Group PLC 0.00% Reduce -4.3% 106,853 $6.2M
Ensign Peak Advisors, Inc 0.01% Add +13.8% 106,711 $6.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -8.9% 106,212 $6.1M
Jupiter Asset Management Ltd. 0.06% New 105,632 $6.1M
SVB Wealth LLC 0.13% Reduce -56.7% 104,786 $6.0M
NorthCoast Asset Management LLC 0.08% Add +23.7% 104,190 $6.0M
Vontobel Holding Ltd. 0.05% Reduce -1.9% 103,627 $6.0M
Motco 0.36% Reduce -3.8% 103,066 $5.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -1.2% 102,266 $5.9M
Baird Financial Group, Inc. 0.01% Reduce -1.0% 101,492 $5.8M
Kintegral Advisory, LLC 0.58% Reduce -0.3% 101,394 $5.8M
Mutual of America Capital Management LLC 0.06% Reduce -3.2% 99,557 $5.7M
M&T Bank Corp 0.02% Reduce -10.4% 99,437 $5.7M
ProVise Management Group, LLC 0.49% Add +2.0% 98,803 $5.7M
Rathbones Group PLC 0.03% Reduce -10.8% 98,523 $5.7M
Interval Partners, LP 0.21% Reduce -61.3% 98,394 $5.7M
Steward Partners Investment Advisory, LLC 0.06% Add +36.7% 97,989 $5.6M
Andra AP-fonden 0.10% New 97,900 $5.6M
Point72 Hong Kong Ltd 0.28% New 97,629 $5.6M
Daiichi Life Insurance Co., Ltd. 0.13% No change 97,233 $5.6M
Twinbeech Capital LP 0.12% New 97,153 $5.6M
Freedom Together Foundation 0.61% No change 96,680 $5.6M
Erste Asset Management GmbH 0.08% Add +1908.7% 97,241 $5.5M
Garland Capital Management Inc. 3.66% Reduce -0.0% 96,002 $5.5M
Renaissance Technologies 0.01% New 95,877 $5.5M
Hamel Associates, Inc. 1.77% Add +42.6% 95,680 $5.5M
Bradley Foster & Sargent Inc. 0.10% Reduce -0.7% 95,090 $5.5M
Butensky & Cohen Financial Security, Inc. 1.70% Reduce -4.6% 94,879 $5.5M
Duality Advisers, LP 0.54% New 94,511 $5.4M
Boston Research & Management Inc. 1.35% Add +0.3% 94,456 $5.4M
Nissay Asset Management Corp. /Japan 0.04% Reduce -1.3% 93,048 $5.4M
Intech Investment Management LLC 0.08% Add +505.9% 92,737 $5.3M
Banque Cantonale Vaudoise 0.21% Add +10.8% 92,606 $5.3M
Intact Investment Management Inc. 0.21% Reduce -6.6% 92,400 $5.3M
Fifth Third Bancorp 0.02% Reduce -5.2% 92,240 $5.3M
Mackenzie Financial Corp. 0.01% Add +4.1% 92,077 $5.3M
IFG Advisory, LLC 0.39% Reduce -0.8% 91,623 $5.3M
Alpine Woods Capital Investors, LLC 1.05% Reduce -2.3% 93,451 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +1.1% 90,661 $5.2M
Portland Global Advisors LLC 0.70% Reduce -0.3% 89,627 $5.2M
Abn Amro Investment Solutions 0.09% Reduce -40.3% 87,230 $5.0M
Keybank National Association 0.02% Reduce -2.6% 84,065 $4.8M
Atria Investments, Inc 0.07% Add +17.2% 82,343 $4.7M
Daiwa Securities Group Inc. 0.03% Add +7.4% 81,547 $4.7M
Vanguard Personalized Indexing Management, LLC 0.10% Add +1.6% 80,469 $4.6M
Barbara Oil Co. 1.95% No change 80,000 $4.6M
Achmea Investment Management B.V. 0.09% No change 79,421 $4.6M
Pinebridge Investments, L.P. 0.04% New 79,137 $4.6M
Pathstone Holdings, LLC 0.02% Add +27.9% 78,675 $4.5M
Stolper Co 1.63% Add +0.6% 78,541 $4.5M
Hantz Financial Services, Inc. 0.09% Reduce -5.7% 77,747 $4.5M
Burney Co./ 0.17% Reduce -20.9% 77,283 $4.5M
Natixis 0.02% Add +22.2% 77,106 $4.4M
Valley National Advisers Inc. 0.67% Reduce -5.7% 76,606 $4.4M
Swiss Life Asset Management Ltd 0.06% Reduce -56.2% 75,284 $4.3M
Pinnacle Associates Ltd. 0.07% Reduce -2.6% 74,730 $4.3M
Atom Investors LP 0.54% Add +45.4% 74,481 $4.3M
Arjuna Capital 1.21% Add +47.0% 74,146 $4.3M
Westpac Banking Corp. 0.33% Reduce -1.3% 74,064 $4.3M
Teza Capital Management LLC 0.57% New 73,780 $4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.5% 73,280 $4.2M
Dean Investment Associates, LLC 0.58% Reduce -3.3% 73,000 $4.2M
Allianz Asset Management GmbH 0.01% Reduce -74.6% 72,782 $4.2M
ING Groep NV 0.03% New 72,476 $4.2M
Wealth Advisors of Tampa Bay, LLC 1.94% Reduce -0.4% 70,715 $4.1M
Avion Wealth 1.08% Reduce -11.3% 70,104 $4.0M
Elo Mutual Pension Insurance Co 0.09% Add +2.0% 69,383 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +53.0% 69,121 $4.0M
First Hawaiian Bank 0.12% Add +2.3% 68,430 $3.9M
Highlander Capital Management, LLC 1.55% Reduce -3.0% 67,881 $3.9M
Quantinno Capital Management LP 0.08% Add +13.4% 66,991 $3.9M
Lincoln Capital LLC 0.83% Reduce -1.2% 65,076 $3.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -37.9% 64,950 $3.7M
Wakefield Asset Management LLLP 1.29% New 64,901 $3.7M
Concentric Wealth Management, LLC 0.99% Add +2.4% 64,739 $3.7M
Gulf International Bank (UK) Ltd 0.09% Add +0.7% 64,301 $3.7M
Point72 Europe (London) LLP 0.34% New 64,200 $3.7M
Northwest Investment Counselors, LLC 0.89% Reduce -2.2% 63,578 $3.7M
Graphene Investments SAS 2.19% No change 63,100 $3.6M
Signature Wealth Management Group 1.65% New 64,563 $3.6M
Assenagon Asset Management S.A. 0.01% Reduce -3.4% 63,040 $3.6M
Shayne & Jacobs, LLC 0.99% Add +0.7% 63,021 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -6.8% 61,774 $3.6M
Stephens Inc. 0.05% Reduce -12.9% 60,613 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.8% 60,336 $3.5M
Central Pacific Bank - Trust Division 0.45% — 60,918 $3.5M
NJ State Employees Deferred Compensation Plan 0.44% No change 60,038 $3.5M
Estabrook Capital Management 0.53% Reduce -10.9% 59,763 $3.4M
Cresset Asset Management, LLC 0.02% Add +0.7% 58,272 $3.4M
Kentucky Retirement Systems 0.10% Reduce -6.3% 57,667 $3.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +0.0% 57,141 $3.3M
Maryland State Retirement & Pension System 0.07% No change 60,339 $3.3M
Boyar Asset Management Inc. 2.13% Add +6.1% 56,589 $3.3M
Plato Investment Management Ltd 0.34% Add +4117.0% 56,466 $3.3M
Alpha Omega Wealth Management LLC 0.60% Reduce -0.6% 55,945 $3.2M
Pinkerton Wealth, LLC 0.51% Reduce -1.6% 55,533 $3.2M
Gould Capital, LLC 2.25% Reduce -6.4% 55,397 $3.2M
Nordea Investment Management AB 0.00% Add +3.0% 54,994 $3.2M
Meeder Asset Management Inc. 0.20% Add +118.7% 54,518 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.7% 54,013 $3.1M
Pacer Advisors, Inc. 0.01% Add +2.3% 53,276 $3.1M
Acadian Asset Management LLC 0.01% Add +160472.7% 52,989 $3.1M
Bokf, NA 0.05% Add +1.7% 52,434 $3.0M
Poehling Capital Management, INC. 0.80% Reduce -0.1% 51,644 $3.0M
Private Advisor Group, LLC 0.02% Add +42.0% 50,770 $2.9M
ICICI Prudential Asset Management Co Ltd 0.33% Reduce -41.5% 50,500 $2.9M
Clearbridge Investments, LLC 0.00% Reduce -4.3% 50,234 $2.9M
Alaska Permanent Fund Corp 0.04% Reduce -4.2% 50,043 $2.9M
Engineers Gate Manager LP 0.08% Add +68.8% 50,020 $2.9M
Hartford Investment Management Co. 0.10% Reduce -5.4% 49,097 $2.8M
Connectus Wealth, LLC 0.08% Add +17.2% 48,969 $2.8M
CIBC Private Wealth Group LLC 0.01% Reduce -8.2% 49,306 $2.8M
Sound Income Strategies, LLC 0.21% Add +11.0% 48,415 $2.8M
AdvisorNet Financial, Inc 0.27% Reduce -0.1% 48,391 $2.8M
Epacria Capital Partners, LLC 2.02% No change 48,150 $2.8M
Metis Global Partners, LLC 0.10% Add +3.3% 47,304 $2.7M
1832 Asset Management L.P. 0.01% Add +3.1% 47,120 $2.7M
Murphy Pohlad Asset Management LLC 1.06% No change 47,116 $2.7M
Park National Corp. 0.10% Reduce -2.2% 47,067 $2.7M
Delta Financial Advisors LLC 1.06% Reduce -0.6% 46,311 $2.7M
Parallax Volatility Advisers, L.P. 0.09% New 45,845 $2.6M
HRT Financial LP 0.02% New 45,824 $2.6M
Fiera Capital Corp 0.01% New 45,779 $2.6M
King Luther Capital Management Corp. 0.01% Add +30.2% 45,668 $2.6M
Guggenheim Capital LLC 0.02% Add +9.6% 45,284 $2.6M
Granite Group Advisors, LLC 1.75% Reduce -0.8% 45,024 $2.6M
Credit Agricole S A 0.04% Add +105.1% 46,847 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -8.2% 44,724 $2.6M
Diversified Trust Co. 0.08% New 44,724 $2.6M
Forte Capital LLC 0.32% Reduce -0.2% 44,586 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -5.0% 44,200 $2.5M
Cubic Asset Management, LLC 0.60% Reduce -0.1% 44,170 $2.5M
Atria Wealth Solutions, Inc. 0.03% Add +49.8% 42,754 $2.5M
Gries Financial LLC 0.41% Reduce -0.6% 42,549 $2.5M
Mount Lucas Management LP 0.81% Reduce -8.4% 42,048 $2.4M
Premier Path Wealth Partners, LLC 0.46% Reduce -0.1% 41,977 $2.4M
D L Carlson Investment Group Inc. 0.47% Reduce -2.7% 41,579 $2.4M
Impax Asset Management Group plc 0.01% Reduce -28.1% 41,558 $2.4M
Baxter Bros Inc. 0.31% Reduce -3.4% 41,527 $2.4M
Citizens Financial Group Inc. 0.08% Add +15.5% 40,980 $2.4M
Bragg Financial Advisors, Inc 0.11% Reduce -11.4% 40,939 $2.4M
Qsemble Capital Management, LP 0.51% New 40,723 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.5% 40,414 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -3.1% 40,221 $2.3M
Intrinsic Value Partners, LLC 2.46% Reduce -2.2% 39,991 $2.3M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -5.1% 39,862 $2.3M
Verition Fund Management LLC 0.02% Add +0.6% 39,652 $2.3M
Allianz SE 0.07% — 39,329 $2.3M
Alberta Investment Management Corp 0.02% No change 39,300 $2.3M
Morningstar Investment Management LLC 0.24% Reduce -5.4% 38,822 $2.2M
New Mexico Educational Retirement Board 0.08% Add +3.8% 38,760 $2.2M
Ossiam 0.04% Reduce -34.5% 38,322 $2.2M
Cerity Partners LLC 0.01% Add +129.2% 38,064 $2.2M
Praxis Investment Management Inc. 0.14% No change 38,024 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -16.1% 37,771 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -16.1% 37,771 $2.2M
Cohen Capital Management, Inc. 0.38% No change 37,736 $2.2M
BlueMar Capital Management, LLC 3.62% Reduce -10.9% 37,364 $2.2M
Stevens Capital Management LP 0.42% Add +108.9% 37,190 $2.1M
Inlet Private Wealth, LLC 0.59% No change 36,550 $2.1M
First Manhattan Co. Llc. 0.01% Add +2.8% 36,285 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.3% 36,070 $2.1M
Prosperity Consulting Group, LLC 0.26% Add +603.1% 36,056 $2.1M
Convergence Investment Partners, LLC 0.80% Reduce -2.5% 36,034 $2.1M
Advisors Asset Management, Inc. 0.04% Add +63.7% 35,405 $2.0M
Nisa Investment Advisors, LLC 0.01% Reduce -68.5% 35,351 $2.0M
Falcon Wealth Planning 0.32% Add +0.2% 35,299 $2.0M
Los Angeles Capital Management LLC 0.01% Add +190.1% 35,222 $2.0M
Lido Advisors, LLC 0.02% Add +20.1% 35,190 $2.0M
Aspen Grove Capital, LLC 0.57% Reduce -42.2% 35,091 $2.0M
Delta Capital Management LLC 1.36% No change 35,045 $2.0M
Bayesian Capital Management, LP 0.19% New 34,900 $2.0M
AlphaQuest LLC 0.34% New 34,339 $2.0M
Moors & Cabot, Inc. 0.11% Add +0.1% 33,841 $1.9M
Louisbourg Investments Inc. 0.54% Reduce -0.3% 44,263 $1.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -78.9% 33,493 $1.9M
Silvercrest Asset Management Group LLC 0.01% Reduce -16.0% 33,204 $1.9M
Vestcor Inc 0.07% Reduce -26.1% 33,135 $1.9M
Integrated Wealth Concepts LLC 0.03% Add +7.0% 32,625 $1.9M
Davis Capital Management 1.67% Add +1.7% 32,834 $1.9M
E. Ohman J:or Asset Management AB 0.05% Add +7.3% 32,353 $1.9M
Rodgers Brothers Inc. 0.25% Reduce -1.4% 32,279 $1.9M
Aft, Forsyth & Sober, LLC 0.66% No change 32,250 $1.9M
Railway Pension Investments Ltd 0.02% New 32,100 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -0.2% 31,956 $1.8M
Douglass Winthrop Advisors, LLC 0.04% Add +1.8% 31,943 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +17.7% 31,811 $1.8M
Commerce Bank 0.01% Add +2.2% 31,763 $1.8M
Focus Partners Wealth 0.01% New 31,715 $1.8M
Wealthfront Advisers LLC 0.01% Add +25.0% 31,510 $1.8M
Dean Capital Management 1.05% No change 31,432 $1.8M
Avantax Advisory Services, Inc. 0.02% Reduce -0.5% 31,339 $1.8M
Joel Isaacson & Co., LLC 0.10% Reduce -3.1% 30,886 $1.8M
Twin Capital Management Inc. 0.22% Reduce -7.0% 30,807 $1.8M
Bessemer Group Inc. 0.00% Add +128.8% 30,755 $1.8M
Metropolitan Life Insurance Co 0.08% Reduce -2.2% 30,626 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -72.4% 30,406 $1.8M
APG Asset Management N.V. 0.00% Add +22.5% 32,632 $1.7M
Brevan Howard Capital Management LP 0.16% Add +332.9% 30,192 $1.7M
ClearAlpha Technologies LP 0.74% Reduce -20.0% 30,007 $1.7M
Oppenheimer & Co. Inc. 0.03% Add +10.7% 29,996 $1.7M
Beck Mack & Oliver LLC 0.03% Reduce -1.9% 29,815 $1.7M
Legacy Wealth Asset Management, LLC 0.48% Reduce -2.0% 29,809 $1.7M
Woodstock Corp. 0.18% No change 29,762 $1.7M
Edgewood Management LLC 0.00% No change 29,704 $1.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.41% Add +10.7% 28,482 $1.6M
Greenleaf Trust 0.02% Add +0.7% 28,349 $1.6M
Advisory Services Network, LLC 0.04% Add +155.0% 28,220 $1.6M
Commonwealth Retirement Investments LLC 0.77% Add +1.4% 28,151 $1.6M
Regions Financial Corp. 0.01% Add +23.1% 28,029 $1.6M
CGN Advisors LLC 0.20% Add +21.3% 27,989 $1.6M
AIA Group Ltd 0.05% New 27,854 $1.6M
Neville Rodie & Shaw Inc. 0.12% No change 27,735 $1.6M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.8% 27,694 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -3.1% 27,567 $1.6M
Cove Street Capital, LLC 0.50% No change 27,400 $1.6M
Cary Street Partners Investment Advisory LLC 0.07% Add +0.2% 27,263 $1.6M
Empirical Finance, LLC 0.10% Add +3.6% 27,067 $1.6M
Fiduciary Family Office, LLC 0.61% Add +78.5% 26,872 $1.5M
Wolf Group Capital Advisors 0.74% No change 34,751 $1.5M
Cobblestone Capital Advisors LLC 0.10% No change 26,773 $1.5M
Norinchukin Bank, The 0.05% Reduce -2.6% 26,735 $1.5M
Shell Asset Management Co. 0.07% Add +12.9% 25,641 $1.5M
UniSuper Management Pty Ltd 0.01% Add +271.8% 26,597 $1.5M
Logan Capital Management Inc. 0.07% Add +0.0% 26,594 $1.5M
Ascent Wealth Partners, LLC 0.23% Add +1.5% 26,544 $1.5M
MAI Capital Management 0.02% Add +60.0% 26,509 $1.5M
Caprock Group, LLC 0.09% Add +4.6% 26,442 $1.5M
Bluespring Wealth Management, LLC 0.17% Reduce -2.2% 26,266 $1.5M
Councilmark Asset Management, LLC 1.08% — 26,095 $1.5M
Summit Global Investments 0.11% New 26,031 $1.5M
Point72 Asia (Singapore) Pte. Ltd. 0.39% New 25,991 $1.5M
First Trust Direct Indexing L.P. 0.11% Add +10.2% 25,915 $1.5M
Allen Wealth Management, LLC 1.30% Add +0.5% 25,655 $1.5M
Ieq Capital, LLC 0.02% Add +8.2% 25,594 $1.5M
Element Pointe Advisors, LLC 0.38% New 25,478 $1.5M
United Services Automobile Association 0.04% No change 25,447 $1.5M
World Equity Group, Inc. 0.30% Reduce -0.5% 25,225 $1.5M
WCG Wealth Advisors LLC 0.12% Reduce -22.8% 25,053 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -8.5% 25,059 $1.4M
Ritholtz Wealth Management 0.05% Add +4.6% 25,048 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.04% Reduce -16.1% 24,698 $1.4M
Tidal Investments LLC 0.02% Add +20.6% 24,671 $1.4M
Pekin Hardy Strauss, Inc. 0.19% Reduce -0.6% 24,566 $1.4M
Carret Asset Management, LLC 0.17% No change 24,400 $1.4M
TD Waterhouse Canada Inc. 0.01% New 19,495 $1.4M
Fox Run Management, L.L.C. 0.30% Add +108.9% 24,229 $1.4M
USA Financial Formulas 0.23% New 24,099 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.0% 24,096 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +8.4% 24,040 $1.4M
Paloma Partners Management Co 0.29% New 23,851 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 23,595 $1.4M
Gotham Asset Management 0.02% Add +13.1% 23,579 $1.4M
Kanawha Capital Management LLC 0.11% Reduce -2.1% 23,576 $1.4M
Qtron Investments LLC 0.19% Add +21.8% 23,477 $1.4M
Northwest & Ethical Investments L.P. 0.04% New 23,389 $1.3M
Pitcairn Co. 0.09% Reduce -5.2% 23,313 $1.3M
Columbia Asset Management 0.27% No change 25,645 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +195.7% 23,041 $1.3M
SRN Advisors, LLC 1.03% Add +8.2% 23,000 $1.3M
Centiva Capital, LP 0.08% New 22,980 $1.3M
First National Trust Co 0.05% Add +1.6% 22,912 $1.3M
Geller Advisors LLC 0.11% Add +0.8% 22,861 $1.3M
Forum Financial Management, LP 0.02% Add +0.3% 22,654 $1.3M
Ostrum Asset Management 0.10% Add +0.5% 22,635 $1.3M
Cubist Systematic Strategies, LLC 0.01% New 22,594 $1.3M
Capstone Investment Advisors, LLC 0.04% New 22,424 $1.3M
Campbell & CO Investment Adviser LLC 0.11% New 22,321 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -73.5% 22,285 $1.3M
Wynn Capital, LLC 0.99% Reduce -4.2% 22,279 $1.3M
Karpas Strategies, LLC 0.40% Reduce -4.2% 22,248 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -8.4% 22,190 $1.3M
Mission Wealth Management, LP 0.03% Reduce -5.7% 22,184 $1.3M
Robinson Value Management, Ltd. 0.85% Reduce -21.6% 22,074 $1.3M
AXS Investments LLC 0.30% Reduce -14.9% 22,010 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +25.8% 21,834 $1.3M
Gateway Investment Advisers LLC 0.01% Add +7.5% 21,688 $1.2M
Capitolis Liquid Global Markets LLC 0.02% New 21,500 $1.2M
Aspire Private Capital, LLC 0.33% Add +18.3% 21,470 $1.2M
Evergreen Capital Management LLC 0.05% Add +1.1% 21,459 $1.2M
Horizon Investments, LLC 0.03% Add +49.9% 21,597 $1.2M
Anchor Investment Management, LLC 0.13% Reduce -0.2% 21,429 $1.2M
Ontario Teachers Pension Plan Board 0.01% Add +180.7% 21,404 $1.2M
Blair William & Co. 0.00% Add +1.6% 21,393 $1.2M
Agf Management Ltd. 0.01% New 28,785 $1.2M
Bailard, Inc. 0.03% Reduce -0.9% 21,358 $1.2M
Signature Wealth Management Partners, LLC 1.00% Reduce -0.6% 21,237 $1.2M
Mraz, Amerine & Associates, Inc. 0.23% Reduce -13.1% 21,210 $1.2M
Tiaa Trust, National Association 0.00% Reduce -4.8% 21,169 $1.2M
Principal Securities, Inc. 0.04% Add +19.4% 20,975 $1.2M
Polianta Ltd 0.58% New 20,800 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +980.3% 20,622 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -4.4% 20,467 $1.2M
Y-Intercept (Hong Kong) Ltd 0.09% New 20,244 $1.2M
Apollon Wealth Management, LLC 0.04% Add +7.3% 20,120 $1.2M
Van Hulzen Asset Management, LLC 0.08% Add +2.0% 20,017 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.5% 19,911 $1.1M
Kestra Advisory Services, LLC 0.01% Add +15.0% 19,829 $1.1M
Argent Trust Co 0.05% Add +3.1% 19,783 $1.1M
Ofi Invest Asset Management 0.03% Add +17.1% 20,921 $1.1M
Klingenstein Fields & Co. LP 0.05% Reduce -0.1% 19,192 $1.1M
NEOS Investment Management LLC 0.07% Add +75.9% 19,175 $1.1M
Gifford Fong Associates 0.30% No change 18,872 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -7.2% 18,802 $1.1M
Rothschild Investment LLC 0.08% Reduce -7.2% 18,797 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% No change 18,718 $1.1M
OneDigital Investment Advisors LLC 0.02% Reduce -9.3% 18,665 $1.1M
Sunesis Advisors, LLC 0.62% No change 18,436 $1.1M
CWA Asset Management Group, LLC 0.06% New 18,393 $1.1M
Wedbush Securities Inc. 0.04% Reduce -9.6% 18,202 $1.0M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +48.7% 18,135 $1.0M
Parsons Capital Management Inc. 0.07% Reduce -4.2% 18,074 $1.0M
Beacon Pointe Advisors, LLC 0.01% Add +79.4% 17,949 $1.0M
Entropy Technologies, LP 0.11% New 17,828 $1.0M
Fulton Bank, N.A. 0.04% Add +0.1% 17,814 $1.0M
Beacon Financial Group 0.12% Add +1.0% 17,685 $1.0M
Lebenthal Global Advisors, LLC 0.22% Reduce -1.1% 17,534 $1.0M
Wilkins Investment Counsel Inc. 0.15% New 17,500 $1.0M
GYL Financial Synergies, LLC 0.08% Reduce -0.1% 17,390 $1.0M
Ingalls & Snyder LLC 0.04% No change 17,387 $1.0M
Baldwin Wealth Partners LLC 0.08% Reduce -0.5% 17,355 $1000K
Donald L. Hagan, LLC 0.53% Reduce -3.0% 17,317 $998K
Grey Street Capital, LLC 0.13% New 17,282 $996K
NewEdge Advisors, LLC 0.01% Add +0.6% 17,139 $988K
Ballentine Partners, LLC 0.02% Add +33.3% 17,065 $983K
Sequoia Financial Advisors, LLC 0.01% Reduce -40.7% 17,053 $983K
Panagora Asset Management Inc. 0.01% No change 16,900 $974K
Park Avenue Securities LLC 0.01% Add +53.4% 16,697 $962K
Leisure Capital Management 0.47% Reduce -7.7% 16,263 $937K
Waverly Advisors, LLC 0.02% No change 16,250 $936K
Mirabella Financial Services LLP 0.07% New 16,237 $936K
Guyasuta Investment Advisors Inc. 0.07% No change 17,801 $927K
Alliance Wealth Advisors, LLC 0.58% Add +2.7% 16,006 $922K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% Reduce -3.0% 16,000 $922K
Monograph Wealth Advisors, LLC 0.14% New 16,000 $922K
Principle Wealth Partners LLC 0.07% No change 15,902 $916K
McRae Capital Management Inc. 0.20% No change 15,628 $900K
Realta Investment Advisors 0.18% Add +6.2% 15,455 $891K
Cullen/Frost Bankers, Inc. 0.01% Reduce -4.9% 15,412 $888K
Florida Trust Wealth Management Co 0.03% Add +0.1% 15,403 $888K
Hancock Whitney Corp. 0.03% Add +3.9% 15,373 $886K
SageView Advisory Group, LLC 0.04% Reduce -28.9% 15,324 $883K
AE Wealth Management LLC 0.01% Reduce -74.2% 15,257 $879K
Graham Capital Management, L.P. 0.05% New 15,222 $877K
M&R Capital Management Inc. 0.21% Reduce -1.9% 15,045 $865K
Voya Financial Advisors, Inc. 0.10% Add +6.7% 15,142 $862K
Lincoln National Corp. 0.01% Reduce -1.0% 14,827 $854K
Cornerstone Advisors, LLC 0.04% No change 14,700 $847K
FDx Advisors, Inc. 0.13% Reduce -62.5% 14,435 $832K
Townsquare Capital LLC 0.01% Add +158.2% 14,435 $832K
Oppenheimer Asset Management Inc. 0.01% Reduce -66.8% 14,417 $831K
Whitener Capital Management, Inc. 0.27% Add +2.5% 14,400 $830K
Whittier Trust Co. 0.01% No change 14,400 $830K
Unique Wealth Strategies, LLC 0.40% Add +1.3% 14,255 $821K
Two Sigma Investments, LP 0.00% Reduce -60.3% 14,200 $818K
Hunter Associates Investment Management LLC 0.14% No change 14,200 $817K
Sompo Asset Management Co., Ltd. 0.13% Add +13.4% 14,010 $807K
Profund Advisors LLC 0.03% Reduce -9.8% 13,977 $805K
Cedrus LLC 0.44% Add +28.5% 13,929 $803K
LVW Advisors, LLC 0.14% Add +25.9% 13,862 $799K
Strategic Investment Advisors / MI 0.10% Reduce -9.4% 13,811 $796K
Bleakley Financial Group, LLC 0.02% Reduce -0.6% 13,765 $793K
Boston Family Office LLC 0.06% Reduce -0.5% 13,759 $793K
Versor Investments LP 0.16% New 13,756 $793K
Jacobi Capital Management LLC 0.07% Reduce -0.1% 13,719 $791K
Signaturefd, LLC 0.02% Add +2.9% 13,713 $790K
Simplicity Wealth,LLC 0.02% New 13,681 $788K
DoubleLine ETF Adviser LP 0.20% Add +6.5% 13,650 $787K
Raleigh Capital Management Inc. 0.34% Add +3.1% 13,637 $786K
Waterfront Wealth Inc. 0.22% Reduce -0.2% 13,625 $779K
Sowell Financial Services LLC 0.04% Reduce -3.3% 13,497 $778K
Tocqueville Asset Management L.P. 0.01% Add +4.1% 13,492 $777K
Blueshift Asset Management, LLC 0.40% Add +74.5% 13,469 $776K
Wolverine Trading, LLC 0.01% Reduce -15.9% 13,465 $776K
Vaughan David Investments LLC 0.02% Add +0.2% 13,355 $770K
Meeder Advisory Services, Inc. 0.08% Add +7.5% 13,295 $766K
Benin Management CORP 0.24% Reduce -18.5% 13,193 $760K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +24.4% 13,122 $756K
Peoples Bank 0.59% Reduce -0.4% 13,097 $755K
Prio Wealth Limited Partnership 0.02% Add +124.8% 13,059 $752K
Pettee Investors, Inc. 0.32% No change 13,020 $750K
XTX Topco Ltd 0.10% New 12,995 $749K
Rwa Wealth Partners, LLC 0.01% Reduce -3.2% 12,972 $747K
IHT Wealth Management, LLC 0.03% Add +12.9% 12,893 $743K
Kolinsky Wealth Management, LLC 0.56% Reduce -0.1% 12,748 $735K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% Reduce -3.6% 12,657 $729K
Fiduciary Trust Co 0.01% Reduce -0.6% 12,561 $724K
Outlook Wealth Advisors, LLC 0.22% Reduce -8.6% 12,541 $723K
Ellevest, Inc. 0.04% Add +1.6% 12,481 $719K
DAVENPORT & Co LLC 0.00% Add +3.3% 12,481 $719K
WealthTrust Axiom LLC 0.23% Reduce -11.0% 12,434 $716K
Western Wealth Management, LLC 0.06% Reduce -3.8% 12,427 $716K
Schulhoff & Co. Inc. 0.31% Reduce -1.1% 12,331 $711K
Synovus Financial Corp. 0.01% Add +2.2% 12,270 $707K
Flputnam Investment Management Co. 0.01% Reduce -7.8% 12,261 $706K
Choreo, LLC 0.02% Add +2.7% 12,227 $704K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -5.4% 12,221 $704K
Valmark Advisers, Inc. 0.01% Reduce -0.8% 12,191 $702K
Snowden Capital Advisors LLC 0.02% Add +31.4% 12,008 $692K
1834 Investment Advisors Co. 0.08% No change 11,844 $682K
Fifth Third Wealth Advisors LLC 0.11% Add +0.8% 11,800 $680K
Horizon Kinetics Asset Management LLC 0.01% No change 11,764 $678K
Moody National Bank Trust Division 0.05% Add +0.6% 11,645 $671K
Beverly Hills Private Wealth, LLC 0.15% Add +131.2% 11,583 $667K
Almanack Investment Partners, LLC. 0.11% Add +1.8% 11,571 $667K
Unigestion Holding SA 0.03% New 11,534 $665K
GeoWealth Management, LLC 0.03% Add +223.5% 11,507 $663K
Fruth Investment Management 0.17% Reduce -4.2% 11,500 $662K
Coldstream Capital Management Inc. 0.02% Add +32.2% 11,470 $661K
Wealth Quarterback LLC 0.37% Reduce -18.1% 11,447 $660K
HB Wealth Management, LLC 0.01% Reduce -0.4% 11,433 $659K
Goodwin Investment Advisory 0.31% No change 11,344 $654K
HM Payson & Co. 0.01% Reduce -1.3% 11,290 $651K
Parallel Advisors, LLC 0.02% Add +30.3% 11,272 $650K
Cypress Capital Group 0.08% New 11,262 $649K
IMC-Chicago, LLC 0.02% New 11,222 $647K
Basepoint Wealth LLC 0.49% Reduce -15.0% 11,214 $646K
Essex Financial Services, Inc. 0.06% Add +3.8% 11,204 $646K
Allegheny Financial Group 0.20% Reduce -3.4% 11,068 $638K
B. Riley Wealth Advisors, Inc. 0.02% Add +13.7% 14,944 $637K
BSW Wealth Partners 0.11% Reduce -9.6% 11,012 $635K
Valeo Financial Advisors, LLC 0.02% Reduce -1.7% 10,948 $634K
Aviance Capital Partners, LLC 0.09% New 11,000 $634K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 10,989 $633K
Machina Capital S.A.S. 0.33% New 10,943 $631K
Intrepid Capital Management Inc. 0.40% No change 10,826 $624K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.5% 10,767 $620K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -3.2% 10,755 $620K
Verdence Capital Advisors LLC 0.06% Add +12.2% 10,751 $619K
Curbstone Financial Management Corp 0.13% Reduce -1.8% 10,750 $619K
Lanark Financial, Inc. 0.06% Reduce -1.2% 10,745 $619K
Affinity Investment Advisors, LLC 0.45% New 10,719 $618K
Wealthspire Advisors, LLC 0.01% Add +10.4% 10,680 $615K
Two Sigma Securities, LLC 0.03% Add +173.7% 10,632 $613K
Empowered Funds, LLC 0.01% Add +28.1% 10,620 $612K
Daymark Wealth Partners, LLC 0.03% Reduce -13.3% 10,601 $611K
Epoch Investment Partners, Inc. 0.00% Add +134.7% 10,597 $611K
Williams Jones Wealth Management, LLC. 0.01% Add +2.1% 10,578 $610K
Moneta Group Investment Advisors LLC 0.01% Add +95.0% 10,505 $605K
Savant Capital, LLC 0.01% Reduce -43.1% 10,398 $599K
NBT Bank, N.A. 0.04% No change 10,360 $597K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.7% 10,344 $596K
Hillsdale Investment Management Inc. 0.05% New 10,300 $593K
Loudon Investment Management, LLC 0.34% Reduce -20.9% 10,262 $591K
Semmax Financial Advisors Inc. 0.19% Add +1.9% 10,214 $591K
Confluence Wealth Services, Inc. 0.05% Add +88.5% 10,242 $590K
Sutton Place Investors LLC 0.29% Add +2.4% 10,101 $582K
Keystone Financial Services 0.25% Reduce -0.1% 10,065 $580K
Tranquilli Financial Advisor LLC 0.39% Add +11.3% 10,039 $578K
Quadrant Capital Group LLC 0.05% Reduce -0.6% 10,018 $577K
Sicart Associates LLC 0.21% No change 10,000 $576K
Canandaigua National Bank & Trust Co. 0.09% No change 9,983 $575K
TCV Trust & Wealth Management, Inc. 0.05% No change 9,936 $573K
Quadcap Wealth Management, LLC 0.13% New 9,914 $571K
Wesbanco Bank Inc. 0.02% Add +152.4% 9,753 $562K
Addison Capital Co 0.27% Add +102.3% 9,542 $550K
First Trust Investment Solutions L.P. 0.10% New 9,542 $550K
SpiderRock Advisors, LLC 0.02% — 9,969 $548K
Eubel Brady & Suttman Asset Management Inc. 0.08% Reduce -0.3% 9,461 $545K
Tobam 0.05% Add +7.3% 9,365 $540K
Balyasny Asset Management L.P. 0.00% Add +71.9% 9,363 $539K
Gilbert & Cook, Inc. 0.07% Reduce -0.4% 9,322 $537K
Certuity, LLC 0.05% Add +3.5% 9,287 $535K
Personal Cfo Solutions, LLC 0.08% Add +77.7% 9,281 $535K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -33.7% 9,185 $529K
Avior Wealth Management, LLC 0.02% Add +383.4% 9,055 $522K
Aquila Investment Management LLC 0.44% No change 9,000 $519K
Boothbay Fund Management, LLC 0.02% New 8,880 $512K
Jump Financial, LLC 0.01% New 8,778 $506K
Signet Financial Management, LLC 0.07% Add +1.5% 8,723 $503K
Kowal Investment Group, LLC 0.11% Add +13.4% 8,719 $502K
Trust Co. of Vermont 0.03% Reduce -1.6% 8,692 $501K
Exchange Bank 0.41% No change 8,669 $500K
Wright Investors Service Inc. 0.13% New 8,669 $500K
Jeppson Wealth Management, LLC 0.19% Reduce -0.6% 8,618 $497K
Farmers National Bank 0.15% Reduce -9.6% 8,612 $496K
Crawford Investment Counsel Inc. 0.01% Reduce -0.0% 8,608 $496K
Cidel Asset Management Inc. 0.04% No change 8,591 $495K
Trust Asset Management LLC 0.04% No change 8,581 $494K
Oak Thistle LLC 0.44% Reduce -2.3% 8,561 $493K
Symmetry Partners, LLC 0.04% No change 8,501 $490K
SkyView Investment Advisors, LLC 0.09% New 8,486 $489K
Summit Financial Strategies, Inc. 0.07% No change 8,450 $487K
Lountzis Asset Management, LLC 0.23% No change 8,400 $484K
CX Institutional 0.02% Add +27.6% 8,340 $481K
HF Advisory Group, LLC 0.27% Add +24.7% 8,308 $479K
Virtue Capital Management, LLC 0.09% Reduce -28.3% 8,685 $478K
Siemens Fonds Invest GmbH 0.04% Reduce -4.0% 8,268 $476K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.9% 8,214 $473K
Bryn Mawr Trust Advisors, LLC 0.03% Add +291.9% 32,951 $473K
Aspen Investment Management Inc 0.24% Add +64.9% 8,170 $471K
Aigen Investment Management, LP 0.10% New 8,154 $470K
Foundations Investment Advisors, LLC 0.01% Reduce -12.7% 8,142 $469K
Tectonic Advisors LLC 0.04% Add +6.8% 8,135 $469K
Checchi Capital Advisers, LLC 0.04% Add +2.9% 8,074 $465K
Mgo One Seven LLC 0.02% Reduce -15.4% 8,053 $464K
RB Capital Management, LLC 0.13% Add +0.0% 8,022 $462K
Cigna Investments Inc. 0.09% Reduce -3.6% 8,015 $462K
Freedom Investment Management, Inc. 0.04% New 7,991 $460K
Caldwell Sutter Capital, Inc. 0.22% No change 7,943 $458K
Magnetar Financial LLC 0.01% New 7,930 $457K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.4% 7,929 $457K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.8% 7,915 $456K
Builder Investment Group Inc. 0.13% Reduce -0.1% 7,911 $456K
CHICAGO TRUST Co NA 0.09% Reduce -3.6% 7,881 $454K
Hendershot Investments Inc. 0.06% No change 7,874 $454K
Courier Capital LLC 0.03% Add +0.0% 7,783 $448K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.8% 7,751 $447K
JNBA Financial Advisors 0.05% No change 7,736 $446K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +0.1% 7,689 $443K
Twin City Private Wealth, LLC 0.43% — 7,661 $441K
Allworth Financial LP 0.00% Add +34.3% 7,646 $441K
D.A. Davidson & Co. 0.00% Add +21.7% 7,590 $437K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +1.8% 7,573 $436K
Manchester Capital Management LLC 0.05% Add +0.5% 7,559 $436K
Bahl & Gaynor LLC 0.00% No change 7,552 $435K
Modera Wealth Management, LLC 0.01% Add +3.3% 7,528 $434K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -6.3% 7,520 $433K
Concurrent Investment Advisors, LLC 0.02% Add +7.9% 7,469 $430K
Axxcess Wealth Management, LLC 0.01% Reduce -38.4% 7,466 $430K
IVC Wealth Advisors LLC 0.24% Reduce -0.7% 7,366 $424K
Summit Financial, LLC 0.03% Reduce -2.8% 7,352 $424K
Huntington National Bank 0.00% Reduce -2.1% 7,292 $420K
Argent Capital Management LLC 0.01% Reduce -5.2% 7,280 $419K
Woodward Diversified Capital, LLC 0.26% Add +4.3% 7,272 $419K
KMG Fiduciary Partners, LLC 0.04% Add +0.1% 7,269 $419K
CreativeOne Wealth, LLC 0.02% Add +46.9% 7,254 $418K
Congress Asset Management Co. 0.00% No change 7,171 $413K
Tradewinds, LLC. 0.20% — 7,158 $412K
GTS Securities LLC 0.01% Reduce -91.4% 7,118 $410K
Balentine LLC 0.01% Reduce -4.9% 7,117 $410K
Fortis Group Advisors, LLC 0.08% Reduce -50.0% 7,100 $409K
First National Bank & Trust Co. of Newtown 0.08% Reduce -1.4% 7,083 $408K
NorthRock Partners, LLC 0.02% Add +0.9% 7,072 $407K
Kathmere Capital Management, LLC 0.05% Add +9.4% 7,047 $406K
Founders Financial Securities LLC 0.04% New 7,032 $405K
Clarius Group, LLC 0.03% Reduce -6.6% 7,014 $404K
Bfsg, LLC 0.05% Reduce -2.0% 7,008 $404K
Ransom Advisory, Ltd 0.21% — 6,990 $403K
Ascent Group, LLC 0.04% Add +9.3% 6,902 $398K
Shulman DeMeo Asset Management LLC 0.11% Reduce -0.6% 6,896 $397K
Wilmington Savings Fund Society, FSB 0.02% — 6,850 $395K
FineMark National Bank & Trust 0.01% No change 6,829 $393K
Atlantic Union Bankshares Corp 0.03% No change 6,777 $390K
Waldron Private Wealth LLC 0.02% Reduce -3.0% 6,769 $390K
Vise Technologies, Inc. 0.08% Add +7.2% 6,768 $390K
Richard W. Paul & Associates, LLC 0.16% Reduce -3.8% 6,745 $389K
Round Rock Advisors LLC 0.09% Add +0.7% 6,690 $385K
Mather Group, Llc. 0.01% Add +0.1% 7,388 $385K
SeaCrest Wealth Management, LLC 0.05% Reduce -31.8% 6,669 $384K
Angeles Investment Advisors, LLC 0.02% Add +11.1% 6,554 $378K
McIlrath & Eck, LLC 0.06% Add +13.3% 6,548 $377K
First Foundation Advisors 0.02% No change 6,524 $376K
Cohen & Steers, Inc. 0.00% No change 6,501 $375K
Accredited Investors Inc. 0.02% Add +43.7% 6,504 $375K
Alhambra Investment Management LLC 0.20% Add +2.1% 6,455 $372K
Hayek Kallen Investment Management 0.14% No change 6,429 $370K
Studio Investment Management LLC 0.09% Add +6.8% 6,348 $366K
Private Trust Co. NA 0.04% Add +7.5% 6,286 $362K
Journey Advisory Group, LLC 0.04% New 6,283 $362K
Perpetual Ltd 0.00% Add +2.0% 6,269 $361K
Catalina Capital Group, LLC 0.15% Add +15.1% 6,244 $360K
Thompson Siegel & Walmsley LLC 0.01% No change 6,167 $355K
Symmetry Investments LP 0.04% New 6,150 $354K
HighPoint Advisor Group LLC 0.02% Reduce -4.2% 6,102 $353K
Stanley-Laman Group, Ltd. 0.04% Reduce -31.7% 6,063 $349K
Nomura Holdings Inc. 0.00% Reduce -61.0% 6,062 $349K
Debussy Capital Management LP 0.10% Reduce -1.2% 5,941 $347K
IFG Advisors, LLC 0.09% Reduce -2.6% 5,999 $346K
Keystone Financial Group 0.05% Add +1.6% 5,985 $345K
Aptus Capital Advisors, LLC 0.01% Add +46.6% 5,982 $345K
S&T Bank 0.07% Reduce -16.8% 5,950 $343K
Clear Creek Financial Management, LLC 0.04% New 5,951 $343K
Trust Point Inc. 0.03% No change 5,947 $343K
McGlone Suttner Wealth Management, Inc. 0.06% Add +20.4% 5,905 $340K
Kingsview Wealth Management, LLC 0.01% Add +1.8% 5,885 $339K
Perigon Wealth Management, LLC 0.01% Add +11.0% 5,869 $338K
Avidian Wealth Enterprises, LLC 0.02% Add +48.5% 5,861 $338K
Altfest L J & Co. Inc. 0.05% No change 5,842 $337K
Fairfield, Bush & Co. 0.20% No change 5,844 $337K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 5,801 $334K
FSB Premier Wealth Management, Inc. 0.16% Add +28.7% 5,796 $334K
Modern Wealth Management, LLC 0.03% Reduce -1.1% 5,791 $334K
Rovin Capital /Ut/ 0.14% Reduce -8.0% 5,741 $331K
Sigma Planning Corp 0.01% New 5,686 $328K
Hilltop Holdings Inc. 0.04% Add +17.4% 5,656 $326K
Summit Financial Wealth Advisors, LLC 0.07% No change 5,610 $323K
Sepio Capital, LP 0.03% Reduce -1.0% 5,591 $322K
First Heartland Consultants, Inc. 0.03% Add +1.4% 5,566 $321K
Geneos Wealth Management Inc. 0.01% Add +17.0% 5,528 $319K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 5,468 $315K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.5% 5,464 $315K
Jones Financial Companies LLLP 0.00% Add +4249.6% 5,437 $313K
Firestone Capital Management 0.09% No change 5,413 $312K
First Nebraska Trust Co 0.03% Reduce -1.9% 5,404 $311K
Independent Advisor Alliance 0.01% Add +0.1% 5,402 $311K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 5,400 $311K
Concourse Financial Group Securities, Inc. 0.02% Add +8.1% 5,394 $311K
Van Strum & Towne Inc. 0.11% No change 5,377 $310K
Compound Planning, Inc. 0.03% Add +13.2% 5,372 $310K
Hutchinson Capital Management 0.06% Add +0.1% 5,358 $309K
Dumont & Blake Investment Advisors LLC 0.09% Reduce -2.3% 5,343 $308K
Welch Group, LLC 0.02% No change 5,336 $307K
Fortitude Advisory Group L.L.C. 0.17% New 5,280 $304K
GAMMA Investing LLC 0.06% Add +20.1% 5,247 $302K
Aaron Wealth Advisors LLC 0.04% Add +20.1% 5,205 $300K
Baker Ellis Asset Management LLC 0.04% No change 5,190 $299K
Graypoint LLC 0.02% Add +3.5% 5,180 $298K
Sapient Capital LLC 0.01% No change 5,128 $295K
Mezzasalma Advisors, LLC 0.14% Add +27.8% 5,073 $292K
Quent Capital, LLC 0.03% Add +0.0% 5,035 $290K
Index Fund Advisors, Inc. 0.02% New 5,032 $290K
Accurate Wealth Management, LLC 0.08% Reduce -0.9% 5,148 $290K
Rossmore Private Capital 0.04% No change 5,000 $288K
Meridian Investment Counsel Inc. 0.10% Reduce -12.3% 4,967 $286K
Bard Financial Services, Inc. 0.03% No change 4,940 $285K
Northstar Group, Inc. 0.06% Reduce -5.9% 4,940 $285K
Bar Harbor Wealth Management 0.02% New 4,934 $284K
Farmers & Merchants Investments Inc. 0.01% No change 4,916 $283K
Summit Trail Advisors, LLC 0.01% Add +10.2% 4,914 $283K
Schneider Downs Wealth Management Advisors, LP 0.07% New 4,910 $283K
Syon Capital LLC 0.03% Add +9.6% 4,910 $283K
C M Bidwell & Associates Ltd. 0.19% New 4,908 $283K
Lincoln Capital Corp. 0.12% No change 4,900 $282K
Focus Partners Advisor Solutions, LLC 0.01% New 4,893 $282K
PFG Investments, LLC 0.02% New 4,856 $280K
Ironwood Investment Management LLC 0.14% No change 4,847 $279K
Veltria Advisors Corp. 0.07% New 4,828 $278K
Ledyard National Bank 0.03% Reduce -11.9% 4,819 $278K
Centaurus Financial, Inc. 0.02% Add +55.6% 4,777 $275K
Wharton Business Group, LLC 0.01% No change 4,780 $275K
Meritage Group LP 0.01% Reduce -7.0% 4,726 $272K
GHP Investment Advisors, Inc. 0.01% No change 4,717 $272K
Wellington Shields & Co., LLC 0.09% No change 4,698 $271K
Orange Investment Advisors, Inc. 0.03% Reduce -28.3% 4,697 $271K
Wilson & Boucher Capital Management, LLC 0.21% Reduce -30.9% 4,690 $270K
Mutual Advisors, LLC 0.01% New 4,686 $270K
Janney Capital Management LLC 0.02% No change 4,675 $269K
Brown, Lisle/Cummings, Inc. 0.09% No change 4,666 $269K
Avestar Capital, LLC 0.03% New 4,663 $269K
Genesee Capital Advisors, LLC 0.15% No change 4,662 $269K
Girard Partners LTD. 0.03% No change 4,629 $267K
Stratos Investment Management, LLC 0.03% New 4,620 $266K
Abundance Wealth Counselors 0.06% No change 4,613 $266K
Martin Capital Advisors, LLP 0.21% Reduce -12.5% 4,605 $265K
Spire Wealth Management 0.00% Reduce -2.5% 4,600 $265K
Merit Financial Group, LLC 0.01% Add +10.4% 4,641 $265K
Wedmont Private Capital 0.02% Add +3.8% 4,591 $263K
Next Level Private LLC 0.12% Add +0.1% 4,553 $262K
Bright Futures Wealth Management, LLC. 0.14% — 4,395 $262K
Lake Street Advisors Group, LLC 0.01% Add +0.4% 4,527 $261K
Pearl River Capital, LLC 0.04% New 4,513 $260K
Searle & Co. 0.07% No change 4,500 $259K
Fisher Asset Management 0.00% Add +0.3% 4,489 $259K
Cyndeo Wealth Partners, LLC 0.02% Reduce -6.7% 4,484 $258K
Archford Capital Strategies, LLC 0.04% Reduce -0.3% 4,469 $258K
1620 Investment Advisors, Inc. 0.26% New 4,938 $256K
Simon Quick Advisors, LLC 0.02% Add +11.4% 4,418 $255K
Beirne Wealth Consulting Services, LLC 0.11% Reduce -15.5% 4,405 $254K
Clarity Capital Partners LLC 0.17% No change 4,400 $254K
Catalyst Funds Management Pty Ltd 0.07% — 4,400 $254K
Sheaff Brock Investment Advisors, LLC 0.02% No change 4,400 $254K
O'Brien Greene & Co. Inc 0.08% No change 4,391 $253K
Blueprint Investment Partners LLC 0.05% Reduce -1.4% 4,386 $253K
Bruce G. Allen Investments, LLC 0.21% Reduce -0.1% 4,385 $253K
One Wealth Advisors, LLC 0.04% Reduce -4.4% 4,376 $252K
Empower Advisory Group, LLC 0.00% Add +10.6% 4,350 $251K
Freestone Capital Holdings, LLC 0.01% Reduce -4.6% 4,338 $250K
Vident Advisory, LLC 0.01% Reduce -5.6% 4,311 $248K
HBK Sorce Advisory LLC 0.01% Add +0.5% 4,303 $248K
Integrated Advisors Network LLC 0.01% New 4,253 $245K
Sage Mountain Advisors LLC 0.03% Reduce -8.4% 4,249 $245K
Paragon Capital Management Ltd 0.04% Add +0.6% 4,241 $244K
Brighton Jones LLC 0.01% Add +5.2% 4,239 $244K
1858 Wealth Management, LLC 0.23% No change 4,678 $243K
Prospera Financial Services Inc 0.01% Reduce -18.4% 4,224 $243K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -0.5% 4,224 $243K
Pallas Capital Advisors LLC 0.01% New 4,222 $243K
Marshall Financial Group, LLC 0.07% No change 4,217 $243K
Hofer & Associates. Inc 0.20% Reduce -1.2% 4,210 $243K
Wrapmanager Inc. 0.07% Reduce -10.9% 4,209 $243K
BLB&B Advisors, LLC 0.01% Reduce -4.8% 4,200 $242K
JFS Wealth Advisors, LLC 0.02% Reduce -1.2% 4,183 $241K
Peddock Capital Advisors, LLC 0.06% No change 4,180 $241K
Barrett & Company, Inc. 0.11% Reduce -2.3% 4,178 $241K
Fiduciary Group, LLC 0.03% No change 4,162 $240K
Quinn Opportunity Partners LLC 0.03% Reduce -49.1% 4,150 $239K
Verdad Advisers, LP 0.26% New 4,148 $239K
Global Retirement Partners, LLC 0.01% Add +3.0% 4,144 $239K
LGT Financial Advisors LLC 0.28% Reduce -15.8% 4,135 $238K
Lindbrook Capital, LLC 0.02% Reduce -2.5% 4,116 $237K
Advus Financial Partners, LLC 0.07% No change 4,063 $234K
Stratos Wealth Advisors, LLC 0.01% Reduce -14.4% 4,049 $233K
Radnor Capital Management, LLC 0.04% No change 4,045 $233K
Peoples Bank 0.13% No change 4,042 $233K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Reduce -1.7% 4,025 $232K
Stephenson & Company, Inc. 0.17% Reduce -0.2% 4,020 $232K
Spinnaker Trust 0.01% No change 4,020 $232K
Laraway Financial Advisors Inc 0.20% Reduce -0.7% 4,020 $232K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.3% 4,015 $231K
Rbo & Co. LLC 0.04% No change 4,000 $230K
Arnhold LLC 0.02% No change 4,000 $230K
1900 Wealth Management LLC 0.02% Reduce -10.3% 4,000 $230K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% Reduce -2.3% 3,965 $228K
Covington Investment Advisors Inc. 0.04% Reduce -16.7% 3,949 $227K
UMB Bank, n.a. 0.00% Reduce -23.9% 3,928 $226K
LM Advisors LLC 0.04% No change 3,927 $226K
Evercore Wealth Management, LLC 0.00% No change 3,913 $225K
Borer Denton & Associates, Inc. 0.08% New 3,900 $225K
J.W. Cole Advisors, Inc. 0.01% Add +0.8% 3,886 $224K
RKL Wealth Management LLC 0.02% No change 3,874 $223K
Brooklyn Investment Group 0.09% Reduce -0.9% 3,870 $220K
Northwest Bancshares, Inc. 0.03% New 3,825 $220K
Tiemann Investment Advisors, LLC 0.10% New 3,802 $219K
Stock Yards Bank & Trust Co. 0.01% Reduce -11.6% 3,796 $219K
Insigneo Advisory Services, LLC 0.03% New 3,794 $219K
Mma Asset Management LLC 0.10% New 3,800 $219K
Total Clarity Wealth Management, Inc. 0.08% New 3,786 $218K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -27.9% 3,780 $218K
GDS Wealth Management 0.03% New 3,777 $218K
Oliver Luxxe Assets LLC 0.05% New 3,773 $217K
Tyche Wealth Partners LLC 0.05% Reduce -54.3% 3,764 $217K
Verity Asset Management, Inc. 0.12% New 3,738 $215K
Clearstead Advisors, LLC 0.01% Reduce -8.1% 3,712 $215K
O'Keefe Stevens Advisory, Inc. 0.07% New 3,710 $214K
DORCHESTER WEALTH MANAGEMENT Co 0.04% New 3,700 $213K
Welch Capital Partners LLC 0.05% New 3,701 $213K
Commerzbank Aktiengesellschaft 0.01% New 3,682 $213K
Meyer Handelman Co. 0.01% New 3,696 $213K
Boston Trust Walden Corp 0.00% Reduce -11.2% 3,674 $212K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,632 $209K
Kingfisher Capital LLC 0.05% New 3,619 $209K
Strategic Blueprint, LLC 0.01% New 3,598 $207K
Abbrea Capital, LLC 0.03% New 3,581 $206K
Regatta Capital Group, LLC 0.05% New 3,528 $203K
McKinley Carter Wealth Services, Inc. 0.01% New 3,525 $203K
Penserra Capital Management LLC 0.00% Reduce -48.8% 3,537 $203K
Buckingham Strategic Wealth, LLC 0.00% New 3,511 $202K
Great Diamond Partners, LLC 0.05% New 3,482 $201K
Hall Laurie J Trustee 0.07% Reduce -36.1% 3,415 $197K
SYSTM Wealth Solutions LLC 0.02% Reduce -20.9% 3,360 $194K
Farther Finance Advisors, LLC 0.01% Add +1.5% 3,324 $189K
CENTRAL TRUST Co 0.00% Add +1.5% 3,196 $184K
Capital Analysts, LLC 0.01% No change 3,198 $184K
CI Investments Inc. 0.00% Add +49.2% 3,139 $181K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +56.5% 3,070 $177K
North Star Investment Management Corp. 0.01% No change 3,053 $176K
Haverford Trust Co 0.00% New 3,047 $176K
Cyrus J. Lawrence, LLC 0.04% — 3,021 $174K
City Holding Co. 0.03% No change 3,019 $174K
Tompkins Financial Corp. 0.02% Add +119.8% 3,000 $173K
CKW Financial Group 0.02% No change 2,900 $165K
Headlands Technologies LLC 0.04% New 2,689 $155K
Investors Research Corp 0.04% No change 2,629 $151K
Parkside Financial Bank & Trust 0.02% Reduce -0.4% 2,611 $150K
Webster Bank, N. A. 0.02% No change 2,611 $150K
International Assets Investment Management, LLC 0.02% New 16,375 $150K
Fuller & Thaler Asset Management, Inc. 0.00% No change 2,580 $149K
Bell Investment Advisors, Inc 0.03% No change 2,552 $147K
Wellington Shields Capital Management, LLC 0.03% No change 2,500 $144K
Smartleaf Asset Management LLC 0.03% Add +39.4% 2,530 $144K
Washington Trust Advisors, Inc. 0.01% Add +1.2% 2,471 $142K
Pension & Wealth Management Advisors, Inc. 0.09% Add +768.5% 2,423 $140K
Deseret Mutual Benefit Administrators 0.07% No change 2,408 $139K
Macroview Investment Management LLC 0.15% No change 2,400 $138K
Compass Wealth Management LLC 0.03% No change 2,400 $138K
City State Bank 0.06% Add +0.3% 2,387 $138K
Navera Investment Management Ltd. 0.00% Reduce -55.7% 2,387 $138K
Evermay Wealth Management LLC 0.02% Reduce -0.3% 2,307 $133K
St Germain D J Co. Inc. 0.01% Reduce -31.0% 2,303 $133K
TD Capital Management LLC 0.01% No change 2,303 $133K
Alta Advisers Ltd 0.07% No change 2,300 $133K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -28.0% 2,265 $131K
FinTrust Capital Advisors, LLC 0.02% Add +39.0% 2,149 $124K
Institutional & Family Asset Management, LLC 0.02% Reduce -8.0% 2,136 $123K
Resources Management Corp. /CT/ 0.02% No change 2,135 $123K
TD Private Client Wealth LLC 0.00% Add +16.7% 2,102 $121K
Northwest Bank & Trust Co 0.11% No change 2,139 $121K
IFP Advisors, Inc 0.01% Add +7.8% 2,080 $120K
Colonial Trust Co / SC 0.02% No change 2,050 $118K
Perkins Coie Trust Co 0.03% No change 2,019 $116K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 2,000 $115K
Mechanics Financial Corp 0.06% No change 2,000 $115K
Bleichroeder LP 0.03% No change 2,000 $115K
Concord Wealth Partners 0.02% Reduce -29.1% 1,952 $112K
Glen Eagle Advisors, LLC 0.02% No change 1,950 $112K
Legacy Bridge, LLC 0.07% Add +1.4% 1,945 $112K
Cetera Trust Company, N.A 0.07% No change 1,930 $111K
GPS Wealth Strategies Group, LLC 0.02% Reduce -8.1% 1,919 $111K
Kiely Wealth Advisory Group, Inc. 0.06% No change 1,888 $109K
Prestige Wealth Management Group LLC 0.02% No change 1,847 $106K
Arlington Trust Co LLC 0.03% Reduce -3.3% 1,840 $106K
Rosenberg Matthew Hamilton 0.03% No change 1,856 $106K
AlphaCentric Advisors LLC 0.06% New 1,830 $105K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.5% 1,823 $105K
MV Capital Management, Inc. 0.01% Add +15.1% 1,818 $105K
Harbour Investments, Inc. 0.00% Reduce -58.5% 1,744 $100K
Hexagon Capital Partners LLC 0.02% Reduce -2.1% 1,682 $97K
ICA Group Wealth Management, LLC 0.02% Reduce -9.6% 1,681 $97K
Larson Financial Group LLC 0.01% Add +283.1% 1,659 $96K
United Community Bank 0.04% No change 1,634 $94K
Laffer Tengler Investments, Inc. 0.03% No change 1,620 $93K
Hanson & Doremus Investment Management 0.02% No change 1,602 $92K
Quarry LP 0.04% Add +635.5% 1,596 $92K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.9% 1,593 $92K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,539 $89K
Benjamin Edwards Inc. 0.02% Reduce -64.5% 1,513 $87K
Signature Resources Capital Management, LLC 0.08% No change 1,600 $83K
Peoples Financial Services Corp. 0.04% Reduce -17.4% 1,425 $82K
Covestor Ltd 0.05% Add +31.5% 1,398 $80K
Loomis Sayles & Co. L P 0.00% Add +1.7% 1,377 $79K
BNP Paribas 0.00% — 1,370 $79K
Ancora Advisors LLC 0.00% Reduce -6.9% 1,350 $78K
CoreFirst Bank & Trust 0.05% No change 1,320 $76K
Arrow Financial Corp 0.01% Reduce -3.7% 1,300 $75K
Oakworth Capital, Inc. 0.01% No change 1,292 $74K
BOK Financial Private Wealth, Inc. 0.01% Add +64.3% 1,278 $74K
CVA Family Office, LLC 0.01% Add +0.7% 1,278 $74K
Denali Advisors LLC 0.02% Add +0.2% 1,235 $71K
Laurel Wealth Advisors LLC 0.01% No change 1,223 $70K
Pacific Center for Financial Services 0.02% No change 1,221 $70K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +10.6% 1,217 $70K
Grove Bank & Trust 0.01% Reduce -5.2% 1,200 $69K
AllSquare Wealth Management LLC 0.04% Reduce -11.2% 1,199 $69K
Chilton Capital Management LLC 0.00% No change 1,159 $67K
Gen-Wealth Partners Inc 0.03% — 1,145 $66K
Norwood Financial Corp 0.09% Reduce -4.3% 1,112 $64K
Gables Capital Management Inc. 0.03% No change 1,100 $63K
Cambridge Trust Co. 0.00% No change 1,100 $63K
DiNuzzo Private Wealth, Inc. 0.01% Add +187.5% 1,084 $62K
Legend Financial Advisors, Inc. 0.04% No change 1,036 $60K
Community Bank, N.A. 0.01% Add +13.9% 1,025 $59K
Mendota Financial Group, LLC 0.03% Reduce -15.9% 1,008 $58K
First Community Trust NA 0.05% No change 1,000 $58K
Leonteq Securities AG 0.01% Reduce -77.3% 990 $57K
EverSource Wealth Advisors, LLC 0.00% Add +2.4% 1,006 $57K
Global Financial Private Client, LLC 0.02% No change 981 $56K
Exchange Traded Concepts, LLC 0.00% Reduce -97.2% 945 $54K
Sunbelt Securities, Inc. 0.01% Add +0.5% 894 $51K
Addison Advisors LLC 0.02% No change 879 $51K
Friedenthal Financial 0.03% New 857 $49K
Pflug Koory, LLC 0.00% No change 850 $49K
Clean Yield Group 0.02% No change 833 $48K
Sandy Spring Bank 0.00% Add +3.6% 829 $48K
Silvant Capital Management LLC 0.00% No change 774 $45K
Nemes Rush Group LLC 0.01% No change 761 $44K
Duncker Streett & Co. Inc. 0.01% No change 750 $43K
Bollard Group LLC 0.00% Add +0.4% 744 $43K
West Paces Advisors Inc. 0.01% Reduce -64.0% 707 $41K
Sittner & Nelson, LLC 0.02% No change 700 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -36.4% 700 $40K
Assetmark, Inc. 0.00% Add +4.1% 686 $40K
HHM Wealth Advisors, LLC 0.01% No change 670 $39K
Bromfield Sneider Wealth Advisors 0.02% No change 666 $38K
Hartford Financial Management Inc. 0.01% Add +5.8% 661 $38K
Central Bank & Trust Co. 0.01% Reduce -9.5% 660 $38K
First PREMIER Bank 0.01% No change 664 $38K
Brown Brothers Harriman & Co. 0.00% Add +51.2% 650 $37K
Continuum Advisory, LLC 0.01% Reduce -93.6% 623 $36K
Adirondack Trust Co. 0.01% Add +14.6% 622 $36K
Balefire, LLC 0.01% Reduce -10.8% 605 $35K
Optimum Investment Advisors 0.02% No change 600 $35K
Cape Investment Advisory, Inc. 0.02% Reduce -8.7% 599 $35K
Kathleen S. Wright Associates Inc. 0.01% New 550 $32K
First Command Advisory Services, Inc. 0.00% No change 547 $32K
FSC Wealth Advisors, LLC 0.02% No change 543 $31K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 533 $31K
Cutler Group LLC / CA 0.02% New 524 $30K
Salomon & Ludwin, LLC 0.00% No change 512 $30K
Zions Bancorporation, N.A. 0.00% Reduce -5.0% 511 $29K
Venturi Wealth Management, LLC 0.00% Add +29.4% 502 $29K
Slocum, Gordon & Co LLP 0.02% No change 500 $29K
Mark Sheptoff Financial Planning, LLC 0.02% No change 500 $29K
Wetzel Investment Advisors, Inc. 0.02% Add +82.1% 510 $28K
PEAK6 Investments LLC 0.00% New 484 $28K
REAP Financial Group, LLC 0.01% Reduce -75.7% 483 $28K
Janiczek Wealth Management, LLC 0.01% Add +0.4% 473 $27K
Blue Trust, Inc. 0.00% Reduce -46.6% 458 $26K
SOA Wealth Advisors, LLC. 0.01% Add +0.7% 443 $26K
Bank of New Hampshire 0.01% No change 443 $26K
Caldwell Trust Co 0.00% No change 441 $25K
MidAtlantic Capital Management, Inc. 0.02% Reduce -18.2% 426 $25K
McClarren Financial Advisors, Inc. 0.02% Add +1.0% 400 $24K
Harbor Investment Advisory, LLC 0.00% No change 409 $24K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $23K
Financial Synergies Wealth Advisors, Inc. 0.00% New 399 $23K
ClariVest Asset Management LLC 0.00% Add +596.4% 383 $22K
Atlas Capital Advisors Inc. 0.00% No change 382 $22K
WASHINGTON TRUST Co 0.00% Reduce -10.0% 360 $21K
Versant Capital Management, Inc 0.01% No change 355 $20K
Princeton Global Asset Management LLC 0.00% Add +0.3% 342 $20K
Trust Co 0.00% Reduce -74.7% 341 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 324 $19K
Rise Advisors, LLC 0.01% New 324 $19K
Global Assets Advisory, LLC 0.01% New 325 $19K
HBC Financial Services, PLLC 0.01% Add +0.9% 333 $18K
Cedar Mountain Advisors, LLC 0.00% Reduce -21.1% 307 $18K
Global X Japan Co., Ltd. 0.00% Reduce -57.5% 306 $18K
Hazlett, Burt & Watson, Inc. 0.01% No change 298 $17K
Capital Advisors, Ltd. LLC 0.00% Add +20.3% 291 $17K
PFS Partners, LLC 0.01% No change 283 $16K
Spectrum Wealth Counsel, LLC 0.00% New 277 $16K
Creekmur Asset Management LLC 0.01% Add +8.0% 270 $16K
GW&K Investment Management, LLC 0.00% Add +2.7% 264 $15K
Westside Investment Management, Inc. 0.00% No change 227 $13K
Cornerstone Planning Group LLC 0.00% Reduce -6.2% 229 $13K
PrairieView Partners, LLC 0.00% Reduce -15.5% 212 $13K
Silicon Valley Capital Partners 0.00% New 225 $13K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 221 $13K
Transcendent Capital Group LLC 0.01% Add +0.5% 217 $13K
Hilltop National Bank 0.00% — 216 $12K
LifeSteps Financial, Inc. 0.01% New 214 $12K
Boyd Watterson Asset Management LLC 0.00% No change 200 $12K
Atwood & Palmer Inc. 0.00% Reduce -43.7% 200 $12K
Operose Advisors LLC 0.00% No change 190 $11K
Pinnacle Bancorp, Inc. 0.00% No change 187 $11K
Gradient Investments LLC 0.00% Reduce -52.2% 186 $11K
Centennial Bank 0.01% No change 185 $11K
Luken Investment Analytics, LLC 0.01% No change 184 $11K
EntryPoint Capital, LLC 0.01% Reduce -67.7% 181 $10K
Heritage Wealth Advisors 0.00% Reduce -97.6% 180 $10K
Tortoise Investment Management, LLC 0.00% No change 175 $10K
Raffa Wealth Management, LLC 0.00% No change 168 $10K
Red Tortoise LLC 0.01% No change 167 $10K
TCTC Holdings, LLC 0.00% No change 167 $10K
Global Trust Asset Management, LLC 0.00% No change 164 $9K
Private Wealth Management Group, LLC 0.00% Reduce -42.5% 157 $9K
Fortitude Family Office, LLC 0.01% No change 156 $9K
Sugarloaf Wealth Management, LLC 0.00% No change 156 $9K
WR Wealth Planners, LLC 0.00% New 154 $9K
First Personal Financial Services 0.00% No change 150 $9K
LRI Investments, LLC 0.00% — 144 $8K
Financial Freedom, LLC 0.00% No change 140 $8K
CoreCap Advisors, LLC 0.00% New 134 $8K
Frazier Financial Advisors, LLC 0.01% Add +416.0% 129 $7K
Abound Wealth Management 0.00% Add +9.3% 129 $7K
Asset Dedication, LLC 0.00% No change 131 $7K
SRH Advisors, LLC 0.00% New 117 $7K
Salem Investment Counselors Inc. 0.00% Reduce -64.2% 117 $7K
Missouri Trust & Investment Co 0.00% No change 111 $6K
Piscataqua Savings Bank 0.01% Reduce -65.8% 109 $6K
Wolff Wiese Magana LLC 0.01% Add +155.0% 102 $6K
Gold Investment Management Ltd. 0.00% No change 100 $6K
Tradewinds Capital Management, LLC 0.00% New 100 $6K
Key Financial Inc 0.00% No change 100 $6K
MCF Advisors LLC 0.00% No change 96 $6K
Stone House Investment Management, LLC 0.00% New 89 $5K
SJS Investment Consulting Inc. 0.00% No change 81 $5K
Bogart Wealth, LLC 0.00% No change 81 $5K
Carolinas Wealth Consulting LLC 0.00% Add +6.9% 77 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 71 $4K
Tucker Asset Management LLC 0.00% No change 70 $4K
Dunhill Financial, LLC 0.00% Add +17.9% 66 $4K
Pineridge Advisors LLC 0.00% Reduce -6.0% 63 $4K
Abich Financial Wealth Management LLC 0.00% New 62 $4K
Sachetta, LLC 0.00% No change 68 $4K
Valued Wealth Advisors LLC 0.00% Add +110.7% 59 $3K
Redmont Wealth Advisors LLC 0.00% New 56 $3K
PSI Advisors, LLC 0.00% No change 55 $3K
Scarborough Advisors, LLC 0.00% No change 46 $3K
Creative Financial Designs Inc. 0.00% No change 42 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 38 $2K
TFC Financial Management, Inc. 0.00% Add +12.5% 36 $2K
Creative Capital Management Investments LLC 0.00% No change 36 $2K
RFP Financial Group LLC 0.00% New 35 $2K
Johnson Financial Group, Inc. 0.00% Reduce -94.7% 35 $2K
Centerpoint Advisors, LLC 0.00% No change 28 $2K
Park Place Capital Corp 0.00% No change 34 $2K
Spotlight Asset Group, Inc. 0.00% Reduce -79.3% 29 $2K
WealthCollab, LLC 0.00% No change 25 $1K
Core Alternative Capital 0.00% Reduce -91.0% 22 $1K
Financial Management Professionals, Inc. 0.00% No change 21 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $865
CGC Financial Services, LLC 0.00% No change 15 $864
Nvwm, LLC 0.00% New 14 $807
Carmichael Hill & Associates, Inc. 0.00% No change 13 $744
Kelly Financial Services LLC 0.00% No change 11 $605
TFO Wealth Partners, LLC 0.00% Reduce -55.6% 8 $461
Colonial Trust Advisors 0.00% Reduce -91.0% 8 $461
Caitlin John, LLC 0.00% Reduce -12.5% 7 $412
Walleye Trading LLC 0.00% Reduce -100.0% 7 $403
WestEnd Advisors, LLC 0.00% New 3 $173
Rakuten Securities, Inc. 0.00% Reduce -98.1% 1 $58
Impact Partnership Wealth, LLC 0.00% Reduce -99.3% 1 $30

"% of holder's portfolio" is BNY's weight in each manager's 13F, not the share of Bank of New York Mellon Corp. the manager owns.