Bank of New York MellonBNY

13F holders, Q2 2024 (June 30)
1,249holders −2
88new positions
91sold out
13famous investors
$59.89avg. 13F price*

At the end of Q2 2024, 1,249 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings, down 2 from Q1 2024. 88 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.8B) and Dodge & Cox ($3.3B). 13 famous investors held it, including Stephen Yacktman (2.0% of Yacktman Asset Management's portfolio), Mario Gabelli (1.1% of GAMCO Investors's portfolio) and Bill Nygren (1.0% of Harris Associates (Oakmark Funds)'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions88$116.4M
Exits91$256.6M

All 13F filers, Q1 2024 → Q2 2024: 31,310,786 shares bought and 30,960,667 shares sold, net +350,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,249 holders

Vanguard Group Inc. 0.08% Reduce -1.0% 72,576,741 $4.3B
BlackRock Inc. 0.09% Add +0.5% 63,912,401 $3.8B
Dodge & Cox 1.98% Reduce -1.1% 54,771,782 $3.3B
State Street Corp. 0.09% Add +0.1% 32,654,498 $2.0B
Geode Capital Management, LLC 0.09% Add +1.1% 17,730,821 $1.1B
Artisan Partners Limited Partnership 1.58% Add +0.0% 17,305,355 $1.0B
Norges Bank 0.15% Add +5.0% 17,025,669 $1.0B
First Eagle Investment Management, LLC 2.13% Reduce -1.9% 15,710,928 $940.9M
FMR LLC 0.04% Reduce -15.9% 10,826,318 $648.4M
Ameriprise Financial Inc. 0.17% Add +4.2% 10,416,436 $623.9M
Nuveen Asset Management, LLC 0.18% Reduce -0.0% 10,057,137 $602.3M
Harris Associates (Oakmark Funds) 0.99% Add +5.7% 9,781,070 $585.8M
Amundi 0.21% Reduce -1.7% 9,135,971 $552.5M
American Century Companies Inc. 0.31% Reduce -6.8% 8,529,132 $510.8M
Northern Trust Corp. 0.08% Reduce -2.2% 8,413,441 $503.9M
Wells Fargo & Company 0.13% Reduce -1.8% 8,327,434 $498.7M
Victory Capital Management Inc. 0.50% Add +2.2% 8,192,345 $490.6M
Morgan Stanley 0.04% Add +0.8% 7,938,517 $475.4M
LSV Asset Management 0.99% Add +3.9% 7,569,133 $453.3M
Davis Selected Advisers 2.59% Reduce -27.5% 7,450,908 $446.2M
Dimensional Fund Advisors LP 0.11% Add +6.7% 7,252,925 $434.4M
Legal & General Group Plc 0.11% Reduce -1.5% 6,583,248 $394.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +21.8% 6,516,114 $390.3M
Hotchkis & Wiley Capital Management LLC 1.28% Reduce -16.1% 6,131,893 $367.2M
Invesco Ltd. 0.08% Add +5.4% 5,999,722 $359.3M
Charles Schwab Investment Management Inc. 0.06% Add +0.6% 4,883,760 $292.5M
Bank of America Corp. 0.03% Add +15.5% 4,876,849 $292.1M
Goldman Sachs Group Inc. 0.06% Add +2.1% 4,802,850 $287.6M
T. Rowe Price Associates Inc. 0.03% Reduce -0.1% 4,716,609 $282.5M
Bank of New York Mellon Corp 0.05% Reduce -10.2% 4,595,098 $275.2M
Arrowstreet Capital, Limited Partnership 0.24% Add +29.3% 4,472,327 $267.8M
Parnassus Investments, LLC 0.48% Reduce -7.0% 3,696,779 $221.4M
Deutsche Bank AG 0.10% Add +55.1% 3,618,765 $216.7M
Yacktman Asset Management 1.96% Reduce -6.3% 3,483,191 $208.6M
Citadel Advisors 0.21% Add +176.8% 3,425,030 $205.1M
Barclays PLC 0.09% Reduce -10.9% 3,386,516 $202.8M
Fayez Sarofim & Co 0.51% Add +2168.0% 3,131,321 $187.5M
Marshall Wace, LLP 0.23% Add +99.5% 2,631,213 $157.6M
HSBC Holdings PLC 0.10% Reduce -5.1% 2,518,130 $150.7M
KBC Group NV 0.45% Reduce -3.1% 2,509,167 $150.3M
Royal Bank of Canada 0.03% Reduce -2.3% 2,246,526 $134.5M
Robeco Institutional Asset Management B.V. 0.28% Reduce -11.8% 2,202,584 $131.9M
Prudential Financial Inc. 0.20% Reduce -8.3% 2,169,053 $129.9M
Envestnet Asset Management Inc. 0.04% Reduce -1.1% 2,105,589 $126.1M
Franklin Resources Inc. 0.04% Add +10.6% 2,079,382 $124.5M
Brandes Investment Partners, LP 1.53% Add +8.4% 2,071,865 $124.0M
JPMorgan Chase & Co. 0.01% Add +5.1% 2,040,429 $122.2M
UBS Group AG 0.04% Reduce -1.0% 2,010,401 $120.4M
Thrivent Financial for Lutherans 0.24% Reduce -0.8% 1,951,120 $116.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.37% Add +15.3% 1,901,647 $113.9M
Rhumbline Advisers 0.11% Add +5.4% 1,879,053 $112.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -8.9% 1,841,378 $110.3M
California Public Employees Retirement System 0.08% Add +24.7% 1,779,248 $106.6M
Balyasny Asset Management L.P. 0.28% Add +18607.5% 1,751,587 $104.9M
Truist Financial Corp. 0.16% Add +3.3% 1,734,833 $103.9M
Gabelli Funds LLC 0.78% Reduce -0.5% 1,700,250 $101.8M
GAMCO Investors 1.07% Reduce -4.3% 1,648,950 $98.8M
National Pension Service 0.11% Add +1.2% 1,618,835 $97.0M
AQR Capital Management 0.15% Add +30.7% 1,624,167 $96.8M
Lazard Asset Management LLC 0.12% Add +51.5% 1,520,638 $91.1M
CANADA LIFE ASSURANCE Co 0.17% Reduce -3.1% 1,465,808 $87.9M
Voya Investment Management LLC 0.10% Reduce -18.4% 1,436,833 $86.1M
Aberdeen Group plc 0.16% Add +3.3% 1,385,947 $83.0M
Schroder Investment Management Group 0.08% Add +5.8% 1,272,739 $76.2M
California State Teachers Retirement System 0.09% Add +1.9% 1,237,941 $74.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Add +89.5% 1,216,146 $72.8M
First Trust Advisors LP 0.07% Add +162.6% 1,204,427 $72.1M
Federated Hermes, Inc. 0.17% Add +11.2% 1,199,589 $71.8M
Jacobs Levy Equity Management, Inc. 0.29% Add +48.0% 1,177,701 $70.5M
New York State Common Retirement Fund 0.09% Reduce -0.3% 1,101,802 $66.0M
Miller Howard Investments Inc. 2.17% Reduce -1.6% 1,090,881 $65.3M
Alliancebernstein L.P. 0.02% Reduce -3.9% 1,047,124 $62.7M
Panagora Asset Management Inc. 0.31% Add +6040.9% 1,037,806 $62.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +12.7% 1,016,926 $60.9M
M&G PLC 0.41% Add +2.8% 984,060 $59.0M
BNP Paribas Financial Markets 0.06% Reduce -0.7% 981,130 $58.8M
Allspring Global Investments Holdings, LLC 0.09% Add +29.6% 969,910 $58.1M
HRT Financial LP 0.32% Add +1985.8% 955,811 $57.2M
Sei Investments Co. 0.08% Reduce -2.1% 943,150 $56.5M
Candriam S.C.A. 0.34% Add +20.6% 941,209 $56.4M
TCW Group Inc. 0.50% Add +57.7% 929,663 $55.7M
Aviva PLC 0.15% Add +24.6% 911,390 $54.6M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -3.9% 894,402 $53.6M
Jane Street Group, LLC 0.06% Add +363.2% 887,656 $53.2M
State Board of Administration of Florida Retirement System 0.10% Add +4.6% 869,283 $52.1M
Principal Financial Group Inc. 0.03% Reduce -3.5% 868,937 $52.0M
STRS Ohio 0.19% Reduce -8.8% 819,761 $49.1M
Captrust Financial Advisors 0.16% Reduce -17.2% 814,277 $48.8M
Canada Pension Plan Investment Board 0.05% Reduce -42.1% 808,737 $48.4M
Teacher Retirement System of Texas 0.27% Add +44.6% 783,951 $47.0M
Private Management Group Inc. 1.80% Reduce -1.2% 782,957 $46.9M
New York State Teachers Retirement System 0.10% Reduce -7.1% 775,778 $46.5M
CORDA Investment Management, LLC. 3.71% Reduce -2.4% 761,953 $45.6M
TAM Capital Management Inc. 26.86% Reduce -17.4% 747,149 $44.7M
Massachusetts Financial Services Co. 0.01% Reduce -58.3% 738,237 $44.2M
Bank of Montreal 0.01% Add +2.3% 720,564 $43.2M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -3.7% 717,316 $43.0M
Primecap Management Co. 0.03% Add +11.7% 711,500 $42.6M
Swedbank AB 0.06% Add +13.2% 697,480 $41.8M
Sabal Trust CO 2.48% Reduce -2.2% 694,783 $41.6M
Skandinaviska Enskilda Banken AB (publ) 0.19% Add +5.3% 669,889 $40.1M
Russell Investments Group, Ltd. 0.06% Reduce -1.8% 664,641 $39.8M
Edgar Lomax Co. 2.57% Reduce -1.7% 661,449 $39.6M
Public Sector Pension Investment Board 0.25% Add +440.1% 645,811 $38.7M
Citigroup Inc. 0.04% Add +38.8% 628,880 $37.7M
Raymond James & Associates 0.02% Reduce -1.3% 622,614 $37.3M
Morningstar Investment Services LLC 0.39% Reduce -0.0% 602,083 $35.8M
Conning Inc. 1.32% Reduce -6.2% 591,336 $35.4M
State of Wisconsin Investment Board 0.09% Add +7.5% 574,794 $34.4M
Macquarie Group Ltd. 0.04% Reduce -1.1% 570,538 $34.2M
AXA S.A. 0.10% Add +66.3% 568,220 $34.0M
O'shaughnessy Asset Management, LLC 0.34% Add +16.9% 541,936 $32.5M
Korea Investment CORP 0.08% Reduce -2.9% 528,000 $31.6M
Matrix Asset Advisors Inc. 3.72% Reduce -1.3% 519,734 $31.1M
Man Group plc 0.08% Reduce -14.9% 512,317 $30.7M
Millennium Management 0.03% Reduce -79.0% 507,102 $30.4M
Galvin, Gaustad & Stein, LLC 2.83% Reduce -1.5% 501,313 $30.0M
First Horizon Advisors, Inc. 0.91% Reduce -1.4% 497,766 $29.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.7% 495,459 $29.7M
Susquehanna Fundamental Investments, LLC 0.66% Add +7.3% 474,983 $28.4M
Brandywine Global Investment Management, LLC 0.20% Add +3.4% 449,203 $26.9M
Levin Capital Strategies, L.P. 2.77% Reduce -3.4% 436,873 $26.2M
Dana Investment Advisors, Inc. 0.88% Reduce -4.4% 434,366 $26.0M
Credit Agricole S A 0.16% Add +807.7% 425,216 $25.5M
Pictet Asset Management Holding SA 0.03% Reduce -6.0% 417,204 $25.0M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.9% 410,611 $24.6M
Cwm, LLC 0.12% Reduce -4.1% 407,595 $24.4M
Bridgewater Associates 0.13% Reduce -33.5% 402,129 $24.1M
Federation des caisses Desjardins du Quebec 0.13% Reduce -16.8% 400,802 $24.0M
Toronto Dominion Bank 0.04% Reduce -15.1% 395,420 $23.7M
Treasurer of the State of North Carolina 0.10% Reduce -12.3% 394,514 $23.6M
LFL Advisers, LLC 9.28% Reduce -0.7% 393,740 $23.6M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +0.9% 387,500 $23.2M
Foundry Partners, LLC 1.24% Add +13.8% 387,029 $23.2M
Acadian Asset Management LLC 0.07% Add +629.2% 386,401 $23.1M
Glenmede Trust Co. NA 0.12% Add +5.9% 380,092 $22.8M
Storebrand Asset Management As 0.08% Reduce -10.6% 378,622 $22.7M
Illinois Municipal Retirement Fund 0.34% Reduce -3.4% 378,196 $22.7M
Cannell & Spears LLC 0.46% Reduce -21.7% 367,590 $22.0M
Stifel Financial Corp. 0.02% Reduce -10.8% 360,230 $21.6M
State of Tennessee, Department of Treasury 0.08% Reduce -2.3% 353,213 $21.2M
Public Employees Retirement System of Ohio 0.08% Reduce -2.2% 353,210 $21.2M
Danske Bank A/S 0.08% Reduce -7.6% 343,681 $20.6M
Biechele Royce Advisors 6.82% Reduce -0.1% 337,388 $20.2M
WINTON GROUP Ltd 1.36% New 335,680 $20.1M
Martingale Asset Management L P 0.43% Add +52.8% 334,671 $20.0M
GMO 0.07% Add +13.8% 329,686 $19.7M
Prudential PLC 0.14% Add +17.2% 329,469 $19.7M
South Dakota Investment Council 0.40% Reduce -20.7% 325,019 $19.5M
Auto-Owners Insurance Co 0.51% No change 322,300 $19.3M
Cantor Fitzgerald Investment Advisors L.P. 1.48% Reduce -3.0% 319,742 $19.1M
Azimuth Capital Investment Management LLC 0.78% Add +81.7% 318,421 $19.1M
Royal London Asset Management Ltd. 0.05% Reduce -0.6% 317,332 $19.0M
LPL Financial LLC 0.01% Add +17.4% 316,471 $19.0M
Delta Asset Management LLC 1.71% Reduce -1.4% 316,106 $18.9M
Asset Management One Co., Ltd. 0.07% Add +7.0% 315,099 $18.9M
Point72 Asset Management 0.06% New 304,100 $18.2M
Susquehanna International Group, LLP 0.03% Reduce -4.4% 302,739 $18.1M
Schonfeld Strategic Advisors LLC 0.14% Add +798.4% 300,916 $18.0M
Corient Private Wealth LP 0.03% Add +5.3% 298,537 $17.9M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -2.8% 298,316 $17.9M
Squarepoint Ops LLC 0.07% Reduce -41.2% 297,792 $17.8M
Bank of Nova Scotia 0.03% Reduce -7.0% 286,733 $17.2M
Matthew Goff Investment Advisor, LLC 3.48% Add +1.2% 284,449 $17.0M
Tweedy, Browne Co LLC 0.77% Reduce -14.1% 280,651 $16.8M
State of New Jersey Common Pension Fund D 0.07% Reduce -36.7% 270,907 $16.2M
TD Asset Management Inc 0.02% Add +3.4% 270,168 $16.2M
Natixis Advisors, LLC 0.04% Add +8.4% 269,747 $16.2M
DekaBank Deutsche Girozentrale 0.03% Add +2.7% 269,386 $16.0M
Rafferty Asset Management, LLC 0.06% Reduce -1.5% 263,035 $15.8M
Calamos Advisors LLC 0.11% Reduce -2.6% 260,614 $15.6M
Handelsbanken Fonder AB 0.07% Add +0.6% 258,557 $15.5M
Varma Mutual Pension Insurance Co 0.12% Reduce -4.7% 257,290 $15.4M
National Bank of Canada 0.02% Add +17.5% 246,544 $14.8M
PNC Financial Services Group, Inc. 0.01% Reduce -2.1% 247,065 $14.8M
Hikari Power Ltd 1.32% No change 244,800 $14.7M
Isthmus Partners, LLC 1.71% Reduce -1.5% 241,889 $14.5M
Resona Asset Management Co.,Ltd. 0.09% Reduce -7.4% 238,514 $14.3M
Shelton Capital Management 0.39% Add +12.9% 237,310 $14.2M
Creative Planning 0.02% Add +3.1% 236,238 $14.1M
Cetera Investment Advisers 0.03% Reduce -17.5% 236,026 $14.1M
Vinva Investment Management Ltd 0.70% Reduce -13.1% 234,501 $14.0M
Cacti Asset Management LLC 1.10% No change 233,565 $13.9M
Meeder Asset Management Inc. 0.94% Add +312.2% 224,728 $13.5M
Auxier Asset Management LLC 2.11% Reduce -0.1% 222,399 $13.3M
Forsta Ap-Fonden 0.12% Reduce -20.9% 220,700 $13.2M
Nomura Asset Management Co. Ltd. 0.04% Add +2.4% 219,804 $13.2M
Arizona State Retirement System 0.09% Add +0.4% 218,716 $13.1M
State of Michigan Retirement System 0.07% Reduce -2.5% 218,355 $13.1M
USS Investment Management Ltd 0.10% Reduce -5.2% 217,580 $13.0M
Raymond James Trust N.A. 0.31% Reduce -0.4% 217,316 $13.0M
Natixis 0.08% Add +171.8% 209,605 $12.6M
Corebridge Financial, Inc. 0.07% — 209,291 $12.5M
Financial Engines Advisors L.L.C. 0.03% Reduce -3.9% 203,657 $12.2M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.14% — 203,627 $12.2M
Trillium Asset Management, LLC 0.30% Add +23.8% 200,929 $12.0M
US Bancorp \de 0.02% Reduce -4.2% 200,370 $12.0M
Hudson Bay Capital Management LP 0.11% Add +33.3% 200,000 $12.0M
MetLife Investment Management, LLC 0.07% Add +12.2% 199,481 $11.9M
LGT Group Foundation 0.19% Add +7.1% 195,854 $11.7M
Ilmarinen Mutual Pension Insurance Co 0.14% No change 195,000 $11.7M
Westchester Capital Management, Inc. 2.91% Reduce -1.0% 192,500 $11.5M
PGGM Investments 0.16% Add +5.0% 190,368 $11.4M
Novare Capital Management LLC 1.02% Reduce -2.7% 189,333 $11.3M
Osaic Holdings, Inc. 0.03% Reduce -23.1% 187,271 $11.2M
Brown Advisory Inc. 0.01% Reduce -0.0% 185,724 $11.1M
Country Club Bank 0.76% Reduce -3.5% 184,413 $11.0M
D. E. Shaw & Co. 0.02% Reduce -63.5% 181,776 $10.9M
AMF Tjanstepension AB 0.08% No change 178,640 $10.7M
Achmea Investment Management B.V. 0.19% Add +124.6% 178,405 $10.7M
Ethic Inc. 0.25% Add +5.5% 178,133 $10.7M
MML Investors Services, LLC 0.04% Reduce -9.3% 177,912 $10.7M
Exchange Traded Concepts, LLC 0.27% Add +18724.7% 177,893 $10.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -8.4% 176,412 $10.6M
ProShare Advisors LLC 0.03% Add +2.2% 174,067 $10.4M
Greystone Financial Group, LLC 2.04% Add +3.7% 173,745 $10.4M
IFM Investors Pty Ltd 0.10% Add +0.5% 170,547 $10.2M
Retirement Systems of Alabama 0.04% Reduce -1.6% 164,959 $9.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -1.5% 164,258 $9.8M
Intech Investment Management LLC 0.12% Add +72.8% 160,210 $9.6M
Van Lanschot Kempen Investment Management N.V. 0.11% Reduce -14.2% 159,976 $9.6M
Mariner, LLC 0.02% Add +6.5% 156,497 $9.4M
Simplex Trading, LLC 0.30% Add +32.9% 155,531 $9.3M
Andra AP-fonden 0.16% Add +58.6% 155,300 $9.3M
Dakota Wealth Management 0.22% Add +5.2% 154,659 $9.3M
Sit Investment Associates Inc. 0.21% Reduce -10.1% 154,185 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -11.9% 153,939 $9.2M
Amalgamated Bank 0.08% Reduce -5.0% 151,664 $9.1M
NorthCoast Asset Management LLC 0.08% Add +45.0% 151,065 $9.1M
Atom Investors LP 0.89% Add +98.7% 147,997 $8.9M
Ensign Peak Advisors, Inc 0.02% Add +36.3% 145,451 $8.7M
Smithfield Trust Co 0.46% Reduce -3.8% 144,976 $8.7M
Cibc World Market Inc. 0.02% Reduce -2.0% 144,735 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +59.4% 144,496 $8.7M
Van Eck Associates Corp. 0.01% Reduce -96.3% 143,897 $8.6M
Cibc World Markets Corp. 0.06% Reduce -77.6% 143,764 $8.6M
Czech National Bank 0.10% Add +6.7% 142,504 $8.5M
Brookstone Capital Management 0.14% Add +3.1% 132,448 $8.5M
Cardinal Capital Management 1.43% Add +1.2% 141,631 $8.5M
HighTower Advisors, LLC 0.01% Add +11.6% 141,812 $8.5M
Comerica Bank 0.03% Reduce -2.9% 135,647 $8.1M
Eagle Asset Management Inc. 0.04% Add +2.8% 134,502 $8.1M
Boston Common Asset Management, LLC 0.21% Reduce -13.6% 134,503 $8.1M
Visionary Wealth Advisors 0.52% Add +2.5% 132,470 $7.9M
DNB Asset Management AS 0.04% Add +6.2% 131,112 $7.9M
Walleye Capital LLC 0.09% Reduce -51.4% 129,728 $7.8M
Clifford Swan Investment Counsel LLC 0.29% Reduce -3.7% 128,285 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 128,082 $7.7M
State of Alaska, Department of Revenue 0.09% Reduce -14.2% 127,995 $7.7M
QRG Capital Management, Inc. 0.09% Reduce -0.7% 126,740 $7.6M
Prana Capital Management, LP 0.36% New 125,826 $7.5M
CSM Advisors, LLC 0.53% Reduce -1.9% 124,823 $7.5M
Kestra Advisory Services, LLC 0.04% Add +529.2% 124,764 $7.5M
Moore Capital Management, LP 0.17% No change 123,394 $7.4M
Utah Retirement Systems 0.09% Reduce -6.5% 123,361 $7.4M
Jefferies Financial Group Inc. 0.16% Reduce -6.0% 122,797 $7.4M
Investment Management Corp of Ontario 0.20% Add +3.9% 121,922 $7.3M
Crossmark Global Holdings, Inc. 0.14% Add +3.1% 121,765 $7.3M
Markel Group 0.07% No change 121,500 $7.3M
CIBC Asset Management Inc 0.03% Reduce -5.9% 121,116 $7.3M
Xponance LLC 0.07% Reduce -3.5% 118,603 $7.1M
Wellington Management Group LLP 0.00% Reduce -87.9% 116,098 $7.0M
New York Life Investment Management LLC 0.07% Reduce -0.5% 115,178 $6.9M
American Assets Investment Management, LLC 0.64% No change 115,000 $6.9M
LBP Am SA 0.28% Reduce -21.2% 113,598 $6.8M
Yousif Capital Management, LLC 0.08% Reduce -4.2% 113,595 $6.8M
Kintegral Advisory, LLC 0.65% Add +11.1% 112,651 $6.7M
Hillman Capital Management, Inc. 2.37% Reduce -17.3% 112,230 $6.7M
Janney Montgomery Scott LLC 0.02% Reduce -8.7% 111,707 $6.7M
RBF Capital, LLC 0.38% No change 110,000 $6.6M
North Reef Capital Management LP 0.31% Reduce -37.1% 110,000 $6.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -53.6% 110,327 $6.6M
Alpine Woods Capital Investors, LLC 1.00% Add +16.3% 108,687 $6.5M
Oak Associates Ltd. 0.43% Reduce -2.2% 107,166 $6.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.5% 105,666 $6.3M
Janus Henderson Group PLC 0.00% Reduce -4.5% 102,094 $6.1M
Motco 0.36% Reduce -1.1% 101,932 $6.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -0.5% 101,773 $6.1M
M&T Bank Corp 0.02% Add +2.1% 101,527 $6.1M
ProVise Management Group, LLC 0.51% Add +1.9% 100,696 $6.0M
Rathbones Group PLC 0.03% Add +0.4% 98,940 $5.9M
Hamel Associates, Inc. 1.87% Add +3.3% 98,860 $5.9M
Erste Asset Management GmbH 0.08% No change 97,241 $5.8M
Swiss Life Asset Management Ltd 0.07% Add +27.9% 96,327 $5.8M
Baird Financial Group, Inc. 0.01% Reduce -5.1% 96,289 $5.8M
DRW Securities, LLC 0.35% New 95,792 $5.7M
Nissay Asset Management Corp. /Japan 0.04% Add +2.6% 95,468 $5.7M
Azora Capital LP 0.32% New 94,706 $5.7M
Bradley Foster & Sargent Inc. 0.10% Reduce -0.4% 94,690 $5.7M
Garland Capital Management Inc. 4.00% Reduce -1.5% 94,565 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -5.3% 94,307 $5.6M
Mackenzie Financial Corp. 0.01% Add +1.5% 93,439 $5.6M
Boston Research & Management Inc. 1.41% Reduce -1.4% 93,161 $5.6M
Butensky & Cohen Financial Security, Inc. 1.77% Reduce -2.3% 92,703 $5.6M
Qube Research & Technologies Ltd 0.01% Reduce -94.4% 91,192 $5.5M
Allianz Asset Management GmbH 0.01% Add +25.3% 91,164 $5.5M
IFG Advisory, LLC 0.35% Reduce -0.5% 91,140 $5.5M
Portland Global Advisors LLC 0.73% Add +0.6% 90,135 $5.4M
Daiwa Securities Group Inc. 0.03% Add +8.3% 88,302 $5.3M
Steward Partners Investment Advisory, LLC 0.06% Reduce -10.0% 88,220 $5.3M
Sanctuary Advisors, LLC 0.04% — 91,320 $5.2M
Fifth Third Bancorp 0.02% Reduce -5.3% 87,390 $5.2M
Vanguard Personalized Indexing Management, LLC 0.10% Add +7.5% 86,502 $5.2M
Patton Fund Management, Inc. 1.06% New 83,909 $5.0M
APG Asset Management N.V. 0.01% Add +175.0% 89,732 $5.0M
Atria Investments, Inc 0.06% Add +1.6% 83,679 $5.0M
Stolper Co 1.71% Add +3.2% 81,051 $4.9M
Quantinno Capital Management LP 0.09% Add +20.7% 80,879 $4.8M
Burney Co./ 0.18% Add +4.3% 80,621 $4.8M
Dean Investment Associates, LLC 0.68% Add +10.1% 80,393 $4.8M
Barbara Oil Co. 2.09% No change 80,000 $4.8M
Freedom Together Foundation 0.51% Reduce -17.6% 79,680 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +123.4% 78,962 $4.7M
Keybank National Association 0.02% Reduce -6.4% 78,722 $4.7M
SVB Wealth LLC 0.12% Reduce -24.9% 78,678 $4.7M
SG Americas Securities, LLC 0.03% Reduce -65.1% 78,132 $4.7M
Graham Capital Management, L.P. 0.29% Add +406.8% 77,138 $4.6M
Point72 Europe (London) LLP 0.39% Add +18.9% 76,300 $4.6M
Pathstone Holdings, LLC 0.02% Reduce -3.8% 75,698 $4.5M
Westpac Banking Corp. 0.36% Add +1.9% 75,465 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.3% 74,994 $4.5M
Hantz Financial Services, Inc. 0.09% Reduce -3.8% 74,786 $4.5M
Cresset Asset Management, LLC 0.02% Add +27.7% 74,437 $4.5M
Valley National Advisers Inc. 0.66% Reduce -2.9% 74,422 $4.5M
Pinnacle Associates Ltd. 0.07% Reduce -0.5% 74,395 $4.5M
Abn Amro Investment Solutions 0.08% Reduce -15.2% 74,007 $4.4M
Parallax Volatility Advisers, L.P. 0.13% Add +61.1% 73,841 $4.4M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -24.2% 73,663 $4.4M
Wealth Advisors of Tampa Bay, LLC 1.98% Add +0.2% 70,850 $4.2M
Tower Research Capital LLC (TRC) 0.07% Add +131.5% 70,379 $4.2M
ING Groep NV 0.02% Reduce -4.6% 69,149 $4.1M
First Hawaiian Bank 0.13% Reduce -3.4% 66,082 $4.0M
Elo Mutual Pension Insurance Co 0.09% Reduce -4.8% 66,035 $4.0M
Stephens Inc. 0.06% Add +8.7% 65,900 $3.9M
Neuberger Berman Group LLC 0.00% Reduce -40.8% 65,469 $3.9M
Lincoln Capital LLC 0.87% Add +0.0% 65,081 $3.9M
Concentric Wealth Management, LLC 1.01% Add +0.1% 64,839 $3.9M
Signature Wealth Management Group 1.69% Reduce -0.1% 64,524 $3.9M
Wakefield Asset Management LLLP 1.35% Reduce -0.9% 64,305 $3.9M
Oregon Public Employees Retirement Fund 0.08% Reduce -1.1% 64,208 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +18.7% 64,127 $3.8M
Shayne & Jacobs, LLC 1.06% Add +1.6% 64,037 $3.8M
Fiera Capital Corp 0.01% Add +35.6% 62,068 $3.7M
OMERS ADMINISTRATION Corp 0.04% New 61,915 $3.7M
Northwest Investment Counselors, LLC 0.93% Reduce -2.9% 61,746 $3.7M
UniSuper Management Pty Ltd 0.03% Add +131.5% 61,576 $3.7M
Banque Cantonale Vaudoise 0.15% Reduce -33.6% 61,493 $3.7M
Assenagon Asset Management S.A. 0.01% Reduce -2.6% 61,427 $3.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -4.7% 61,283 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 61,081 $3.7M
Nordea Investment Management AB 0.00% Add +9.4% 60,177 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.8% 60,073 $3.6M
NJ State Employees Deferred Compensation Plan 0.45% No change 60,038 $3.6M
Pinkerton Wealth, LLC 0.55% Add +7.0% 59,409 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -14.9% 58,849 $3.5M
Estabrook Capital Management 0.54% Reduce -1.8% 58,709 $3.5M
Maryland State Retirement & Pension System 0.06% Reduce -3.3% 58,356 $3.5M
Central Pacific Bank - Trust Division 0.44% Reduce -4.4% 58,231 $3.5M
B. Metzler seel. Sohn & Co. AG 0.03% Add +1.1% 57,796 $3.5M
Mizuho Securities USA LLC 0.08% New 57,664 $3.5M
Vontobel Holding Ltd. 0.01% Reduce -44.7% 57,340 $3.4M
Bokf, NA 0.06% Add +9.0% 57,149 $3.4M
Verition Fund Management LLC 0.03% Add +43.6% 56,961 $3.4M
Graphene Investments SAS 2.14% Reduce -9.8% 56,900 $3.4M
J. Safra Sarasin Holding AG 0.06% — 56,739 $3.4M
Boyar Asset Management Inc. 2.33% Add +0.0% 56,592 $3.4M
Promethos Capital, LLC 1.28% New 56,485 $3.4M
Plato Investment Management Ltd 0.32% No change 56,466 $3.4M
Kentucky Retirement Systems 0.10% Reduce -2.3% 56,353 $3.4M
Alpha Omega Wealth Management LLC 0.64% Add +0.1% 56,020 $3.4M
MBB Public Markets I LLC 0.07% New 54,850 $3.3M
Gould Capital, LLC 2.30% Reduce -1.9% 54,365 $3.3M
Brevan Howard Capital Management LP 0.22% Add +79.7% 54,256 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +71.5% 53,760 $3.2M
Susquehanna Portfolio Strategies, LLC 0.13% Reduce -64.2% 53,499 $3.2M
Pacer Advisors, Inc. 0.01% Reduce -0.0% 53,263 $3.2M
Alaska Permanent Fund Corp 0.05% Reduce -2.3% 48,879 $3.2M
Sound Income Strategies, LLC 0.22% Add +8.6% 52,580 $3.1M
Choreo, LLC 0.05% Add +327.5% 52,272 $3.1M
Private Advisor Group, LLC 0.02% Add +1.6% 51,584 $3.1M
CW Advisors, LLC 0.05% New 50,762 $3.0M
Chase Investment Counsel Corp. 1.06% New 49,972 $3.0M
Poehling Capital Management, INC. 0.82% Reduce -3.5% 49,861 $3.0M
Metis Global Partners, LLC 0.10% Add +5.1% 49,702 $3.0M
Wealthfront Advisers LLC 0.01% Add +54.4% 48,659 $2.9M
AdvisorNet Financial, Inc 0.26% Add +0.2% 48,509 $2.9M
Epacria Capital Partners, LLC 2.13% No change 48,150 $2.9M
Hartford Investment Management Co. 0.10% Reduce -2.5% 47,883 $2.9M
1832 Asset Management L.P. 0.01% Add +1.5% 47,837 $2.9M
Advisors Asset Management, Inc. 0.05% Add +31.5% 46,569 $2.8M
Delta Financial Advisors LLC 1.07% Add +0.1% 46,344 $2.8M
Trilogy Capital Inc. 0.15% New 46,137 $2.8M
Murphy Pohlad Asset Management LLC 1.15% Reduce -5.9% 44,316 $2.7M
Granite Group Advisors, LLC 2.01% Reduce -1.7% 44,239 $2.6M
Forte Capital LLC 0.32% Reduce -1.0% 44,137 $2.6M
Centiva Capital, LP 0.13% Add +91.3% 43,973 $2.6M
Atria Wealth Solutions, Inc. 0.03% Add +2.1% 43,675 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -11.2% 43,798 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -3.9% 42,999 $2.6M
Citizens Financial Group Inc. 0.06% Add +4.3% 42,752 $2.6M
Premier Path Wealth Partners, LLC 0.43% Add +1.0% 42,386 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -4.3% 42,300 $2.5M
Savant Capital, LLC 0.03% Add +304.0% 42,008 $2.5M
Clearbridge Investments, LLC 0.00% Reduce -16.9% 41,730 $2.5M
Mount Lucas Management LP 0.89% Reduce -0.9% 41,680 $2.5M
Impax Asset Management Group plc 0.01% No change 41,558 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Add +2.7% 41,505 $2.5M
D L Carlson Investment Group Inc. 0.48% Reduce -0.7% 41,294 $2.5M
Sciencast Management LP 0.84% New 40,204 $2.4M
Baxter Bros Inc. 0.31% Reduce -3.5% 40,055 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +25.3% 39,852 $2.4M
King Luther Capital Management Corp. 0.01% Reduce -12.8% 39,827 $2.4M
Intrinsic Value Partners, LLC 2.46% Reduce -1.4% 39,440 $2.4M
Integrated Wealth Concepts LLC 0.03% Add +20.7% 39,383 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -2.1% 39,383 $2.4M
Allianz SE 0.07% Reduce -0.3% 39,229 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +3.2% 38,989 $2.3M
Orion Portfolio Solutions, LLC 0.02% Add +3.2% 38,989 $2.3M
New Mexico Educational Retirement Board 0.08% No change 38,760 $2.3M
Bragg Financial Advisors, Inc 0.10% Reduce -5.8% 38,572 $2.3M
Agf Management Ltd. 0.01% Add +32.7% 38,210 $2.3M
Ossiam 0.04% Reduce -1.4% 37,799 $2.3M
Cohen Capital Management, Inc. 0.39% No change 37,736 $2.3M
Convergence Investment Partners, LLC 0.66% Add +4.6% 37,680 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 37,093 $2.2M
Inlet Private Wealth, LLC 0.60% No change 36,550 $2.2M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 36,243 $2.2M
Prosperity Consulting Group, LLC 0.29% Reduce -0.1% 36,014 $2.2M
Los Angeles Capital Management LLC 0.01% Add +2.0% 35,939 $2.2M
Praxis Investment Management Inc. 0.15% No change 38,024 $2.1M
ExodusPoint Capital Management, LP 0.02% New 35,452 $2.1M
Falcon Wealth Planning 0.28% Add +0.4% 35,445 $2.1M
Point72 Asia (Singapore) Pte. Ltd. 0.44% Add +35.7% 35,279 $2.1M
Aspen Grove Capital, LLC 0.49% Reduce -0.1% 35,068 $2.1M
Delta Capital Management LLC 1.29% Reduce -0.1% 35,025 $2.1M
Moors & Cabot, Inc. 0.11% Add +1.0% 34,194 $2.0M
Morningstar Investment Management LLC 0.21% Reduce -12.8% 33,863 $2.0M
CGN Advisors LLC 0.23% Add +19.8% 33,539 $2.0M
Louisbourg Investments Inc. 0.56% No change 44,263 $2.0M
Cerity Partners LLC 0.01% Reduce -12.1% 33,464 $2.0M
Lido Advisors, LLC 0.02% Reduce -5.5% 33,262 $2.0M
iSAM Funds (UK) Ltd 1.49% New 33,230 $2.0M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.8% 32,954 $2.0M
Advisory Services Network, LLC 0.04% Add +15.5% 32,597 $2.0M
Davis Capital Management 1.69% Reduce -1.6% 32,325 $1.9M
E. Ohman J:or Asset Management AB 0.05% No change 32,353 $1.9M
Aft, Forsyth & Sober, LLC 0.66% No change 32,250 $1.9M
Bessemer Group Inc. 0.00% Add +4.8% 32,233 $1.9M
BlueMar Capital Management, LLC 4.02% Reduce -13.8% 32,191 $1.9M
Diversified Trust Co. 0.05% Reduce -28.1% 32,181 $1.9M
Railway Pension Investments Ltd 0.02% No change 32,100 $1.9M
Douglass Winthrop Advisors, LLC 0.04% Add +0.2% 32,010 $1.9M
Rodgers Brothers Inc. 0.26% Reduce -1.1% 31,928 $1.9M
Rakuten Investment Management, Inc. 0.01% Add +54.8% 31,932 $1.9M
Permanent Capital Management, LP 0.40% — 20,760 $1.9M
Tidal Investments LLC 0.03% Add +27.8% 31,524 $1.9M
LGT Fund Management Co Ltd. 0.24% New 31,500 $1.9M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -21.4% 31,348 $1.9M
Guggenheim Capital LLC 0.01% Reduce -30.8% 31,319 $1.9M
Twin Capital Management Inc. 0.22% Reduce -0.0% 30,800 $1.8M
AIA Group Ltd 0.05% Add +10.1% 30,655 $1.8M
Joel Isaacson & Co., LLC 0.10% Reduce -1.0% 30,586 $1.8M
Wolf Group Capital Advisors 0.71% Reduce -13.2% 30,160 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -6.7% 29,804 $1.8M
Woodstock Corp. 0.18% Reduce -0.1% 29,747 $1.8M
Edgewood Management LLC 0.00% No change 29,704 $1.8M
Commerce Bank 0.01% Reduce -6.7% 29,643 $1.8M
Intact Investment Management Inc. 0.07% Reduce -68.1% 29,500 $1.8M
MAI Capital Management 0.02% Add +11.3% 29,491 $1.8M
Rockefeller Capital Management L.P. 0.01% Add +6.2% 29,269 $1.8M
Beck Mack & Oliver LLC 0.04% Reduce -1.9% 29,245 $1.8M
First Trust Direct Indexing L.P. 0.11% Add +12.5% 29,165 $1.7M
Focus Partners Wealth 0.01% Reduce -8.6% 28,984 $1.7M
Greenleaf Trust 0.02% Add +1.9% 28,881 $1.7M
NewEdge Advisors, LLC 0.01% Add +66.8% 28,596 $1.7M
Ieq Capital, LLC 0.02% Add +11.2% 28,459 $1.7M
Paradigm Asset Management Co. LLC 0.47% New 28,200 $1.7M
NEOS Investment Management LLC 0.07% Add +46.8% 28,139 $1.7M
GTS Securities LLC 0.03% Add +294.6% 28,090 $1.7M
Regions Financial Corp. 0.01% Reduce -0.2% 27,972 $1.7M
Peapack Gladstone Financial Corp. 0.03% No change 27,694 $1.7M
Cary Street Partners Investment Advisory LLC 0.07% Add +1.1% 27,569 $1.7M
Neville Rodie & Shaw Inc. 0.13% Reduce -0.7% 27,535 $1.6M
Fiduciary Family Office, LLC 0.65% Add +2.3% 27,487 $1.6M
Logan Capital Management Inc. 0.07% Add +2.6% 27,278 $1.6M
Cobblestone Capital Advisors LLC 0.10% No change 26,773 $1.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.42% Reduce -6.2% 26,729 $1.6M
Norinchukin Bank, The 0.05% Reduce -0.9% 26,499 $1.6M
Ascent Wealth Partners, LLC 0.23% Reduce -0.6% 26,386 $1.6M
Inceptionr LLC 0.44% New 26,229 $1.6M
USA Financial Formulas 0.25% Add +8.6% 26,173 $1.6M
Councilmark Asset Management, LLC 1.11% No change 26,095 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +32.4% 25,811 $1.6M
Oppenheimer & Co. Inc. 0.02% Reduce -13.4% 25,968 $1.6M
Gries Financial LLC 0.32% Reduce -39.8% 25,632 $1.5M
Element Pointe Advisors, LLC 0.39% No change 25,478 $1.5M
Empirical Finance, LLC 0.10% Reduce -6.0% 25,451 $1.5M
XTX Topco Ltd 0.13% Add +95.7% 25,427 $1.5M
Pitcairn Co. 0.09% Add +8.7% 25,339 $1.5M
Allen Wealth Management, LLC 1.35% Reduce -1.4% 25,295 $1.5M
World Equity Group, Inc. 0.45% Add +0.0% 25,228 $1.5M
Cove Street Capital, LLC 1.08% Reduce -8.9% 24,954 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +3.7% 24,937 $1.5M
Ritholtz Wealth Management 0.05% Reduce -0.5% 24,925 $1.5M
Bluespring Wealth Management, LLC 0.16% Reduce -5.5% 24,819 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +32.2% 24,682 $1.5M
Carret Asset Management, LLC 0.17% Add +0.4% 24,488 $1.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +9.7% 24,440 $1.5M
Gotham Asset Management 0.02% Add +3.3% 24,352 $1.5M
Axiom Advisory, LLC 0.02% New 25,200 $1.5M
&partners 0.06% New 24,443 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -3.8% 24,120 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.2% 23,798 $1.4M
Blair William & Co. 0.00% Add +10.7% 23,691 $1.4M
United Services Automobile Association 0.04% Reduce -7.0% 23,668 $1.4M
Mirabella Financial Services LLP 0.12% Add +45.3% 23,598 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 23,595 $1.4M
Qtron Investments LLC 0.20% No change 23,477 $1.4M
Northwest & Ethical Investments L.P. 0.04% No change 23,389 $1.4M
Geller Advisors LLC 0.10% Add +0.6% 22,995 $1.4M
Aspire Private Capital, LLC 0.35% Add +6.8% 22,920 $1.4M
Groupama Asset Managment 0.02% New 22,912 $1.4M
First National Trust Co 0.06% No change 22,912 $1.4M
Forum Financial Management, LP 0.02% Reduce -0.2% 22,610 $1.4M
Kanawha Capital Management LLC 0.11% Reduce -4.2% 22,577 $1.4M
Pekin Hardy Strauss, Inc. 0.19% Reduce -8.8% 22,416 $1.3M
Fulton Bank, N.A. 0.05% Add +25.7% 22,386 $1.3M
Principal Securities, Inc. 0.04% Add +6.4% 22,317 $1.3M
Karpas Strategies, LLC 0.42% Add +0.1% 22,278 $1.3M
Johnson Investment Counsel Inc. 0.01% No change 22,190 $1.3M
Evergreen Capital Management LLC 0.05% Add +3.3% 22,175 $1.3M
Robinson Value Management, Ltd. 0.92% Reduce -0.5% 21,970 $1.3M
Wynn Capital, LLC 0.97% Reduce -1.6% 21,929 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.04% Reduce -11.5% 21,857 $1.3M
Argent Trust Co 0.06% Add +10.5% 21,855 $1.3M
Capitolis Liquid Global Markets LLC 0.02% No change 21,500 $1.3M
Anchor Investment Management, LLC 0.13% Add +0.1% 21,440 $1.3M
WCG Wealth Advisors LLC 0.09% Reduce -14.9% 21,322 $1.3M
Signature Wealth Management Partners, LLC 0.97% No change 21,237 $1.3M
Mraz, Amerine & Associates, Inc. 0.26% No change 21,210 $1.3M
Gateway Investment Advisers LLC 0.01% Reduce -2.3% 21,195 $1.3M
Mission Wealth Management, LP 0.03% Reduce -4.8% 21,120 $1.3M
Bailard, Inc. 0.03% Reduce -1.6% 21,007 $1.3M
SRN Advisors, LLC 1.05% Reduce -8.7% 20,990 $1.3M
Tiaa Trust, National Association 0.00% Reduce -1.5% 20,843 $1.2M
PEAK6 Investments LLC 0.06% Add +4167.4% 20,654 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +9.2% 20,532 $1.2M
Horizon Investments, LLC 0.03% Reduce -4.6% 20,594 $1.2M
Rothschild Investment LLC 0.09% Add +8.6% 20,418 $1.2M
AXS Investments LLC 0.34% Reduce -7.9% 20,265 $1.2M
Columbia Asset Management 0.22% Reduce -21.9% 20,042 $1.2M
Wedbush Securities Inc. 0.04% Add +9.8% 19,984 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -2.5% 19,947 $1.2M
Ofi Invest Asset Management 0.03% Add +2.2% 21,378 $1.2M
Klingenstein Fields & Co. LP 0.05% No change 19,192 $1.1M
Borer Denton & Associates, Inc. 0.41% Add +387.4% 19,010 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Reduce -13.1% 18,971 $1.1M
Ballentine Partners, LLC 0.02% Add +11.0% 18,945 $1.1M
Bristol John W & Co. Inc. 0.02% New 18,887 $1.1M
Gifford Fong Associates 0.30% No change 18,872 $1.1M
Edgemoor Investment Advisors, Inc. 0.11% No change 18,718 $1.1M
Wilkins Investment Counsel Inc. 0.17% Add +6.9% 18,700 $1.1M
Beverly Hills Private Wealth, LLC 0.24% Add +61.4% 18,694 $1.1M
Sunesis Advisors, LLC 0.66% No change 18,436 $1.1M
Blueshift Asset Management, LLC 0.37% Add +36.2% 18,340 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -9.0% 18,111 $1.1M
Apollon Wealth Management, LLC 0.03% Reduce -10.4% 18,028 $1.1M
Van Hulzen Asset Management, LLC 0.07% Reduce -10.0% 18,017 $1.1M
Parsons Capital Management Inc. 0.07% Reduce -0.9% 17,904 $1.1M
Park National Corp. 0.04% Reduce -62.3% 17,752 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +3.8% 17,699 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +33.0% 17,688 $1.1M
Essex Financial Services, Inc. 0.08% Add +49.1% 16,703 $1.1M
Donald L. Hagan, LLC 0.56% Add +2.1% 17,675 $1.1M
Townsquare Capital LLC 0.01% Add +22.3% 17,659 $1.1M
Summit Global Investments 0.08% Reduce -32.5% 17,566 $1.1M
GYL Financial Synergies, LLC 0.08% Add +0.5% 17,479 $1.0M
Ingalls & Snyder LLC 0.05% No change 17,387 $1.0M
Baldwin Wealth Partners LLC 0.08% No change 17,355 $1.0M
Beacon Financial Group 0.12% Reduce -2.3% 17,281 $1.0M
Lebenthal Global Advisors, LLC 0.22% Reduce -2.5% 17,102 $1.0M
Welch Group, LLC 0.05% Add +217.4% 16,936 $1.0M
AE Wealth Management LLC 0.01% Add +10.1% 16,792 $1.0M
Ostrum Asset Management 0.09% Reduce -27.6% 16,391 $982K
Park Avenue Securities LLC 0.01% Reduce -2.3% 16,322 $978K
Waverly Advisors, LLC 0.02% Add +0.3% 16,292 $976K
Affinity Investment Advisors, LLC 0.73% Add +51.5% 16,239 $973K
Leisure Capital Management 0.45% Reduce -0.8% 16,139 $967K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% No change 16,000 $958K
Principle Wealth Partners LLC 0.07% No change 15,902 $952K
Voya Financial Advisors, Inc. 0.11% Add +4.8% 15,874 $945K
Vestcor Inc 0.03% Reduce -52.4% 15,759 $944K
McRae Capital Management Inc. 0.21% No change 15,628 $936K
Alliance Wealth Advisors, LLC 0.59% Reduce -2.9% 15,550 $931K
Paloma Partners Management Co 0.10% Reduce -34.8% 15,550 $931K
Guyasuta Investment Advisors Inc. 0.07% No change 17,801 $927K
Florida Trust Wealth Management Co 0.03% Reduce -0.2% 15,373 $921K
Hancock Whitney Corp. 0.03% Reduce -1.5% 15,144 $907K
SageView Advisory Group, LLC 0.06% Reduce -1.5% 15,096 $904K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +15.0% 15,088 $904K
First Citizens Bank & Trust Co. 0.02% Reduce -34.5% 15,087 $904K
M&R Capital Management Inc. 0.22% Add +0.1% 15,061 $902K
William B. Walkup & Associates, Inc. 0.57% — 14,661 $878K
Cullen/Frost Bankers, Inc. 0.01% Reduce -5.2% 14,608 $875K
Sompo Asset Management Co., Ltd. 0.15% Add +3.6% 14,510 $869K
Raleigh Capital Management Inc. 0.37% Add +5.7% 14,413 $863K
Whittier Trust Co. 0.01% No change 14,400 $862K
Signaturefd, LLC 0.02% Add +3.8% 14,229 $852K
Realta Investment Advisors 0.17% Reduce -8.3% 14,167 $848K
Whitener Capital Management, Inc. 0.26% Reduce -2.1% 14,090 $844K
LVW Advisors, LLC 0.12% Add +1.4% 14,058 $842K
Verdence Capital Advisors LLC 0.07% Add +30.6% 14,037 $841K
Cedrus LLC 0.42% Add +0.7% 14,020 $840K
Hunter Associates Investment Management LLC 0.14% Reduce -2.8% 13,800 $828K
Unique Wealth Strategies, LLC 0.38% No change 14,255 $821K
Waterfront Wealth Inc. 0.22% Add +0.3% 13,662 $818K
Boston Family Office LLC 0.06% Reduce -1.1% 13,609 $815K
Tocqueville Asset Management L.P. 0.01% Add +0.3% 13,526 $810K
Strategic Investment Advisors / MI 0.10% Reduce -2.1% 13,517 $810K
Two Sigma Investments, LP 0.00% Reduce -5.5% 13,418 $804K
Engineers Gate Manager LP 0.02% Reduce -73.2% 13,413 $803K
IHT Wealth Management, LLC 0.03% Add +3.0% 13,283 $796K
Peoples Bank 0.61% No change 13,097 $784K
Prio Wealth Limited Partnership 0.02% No change 13,059 $782K
Pettee Investors, Inc. 0.38% No change 13,020 $780K
Ellevest, Inc. 0.05% Add +4.2% 13,006 $779K
DoubleLine ETF Adviser LP 0.20% Reduce -4.8% 12,990 $778K
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 12,964 $776K
Mizuho Markets Americas LLC 0.02% New 12,915 $773K
Fifth Third Wealth Advisors LLC 0.06% Add +9.4% 12,907 $773K
Profund Advisors LLC 0.03% Reduce -7.7% 12,896 $772K
HB Wealth Management, LLC 0.01% Add +12.4% 12,848 $769K
Confluence Wealth Services, Inc. 0.06% Add +24.9% 12,795 $766K
Kolinsky Wealth Management, LLC 0.55% Add +0.3% 12,785 $766K
Frank, Rimerman Advisors LLC 0.05% New 12,766 $765K
Commonwealth Retirement Investments LLC 0.35% Reduce -54.8% 12,730 $762K
Jacobi Capital Management LLC 0.07% Reduce -7.6% 12,680 $759K
Fiduciary Trust Co 0.01% Add +0.5% 12,624 $756K
Empowered Funds, LLC 0.01% Add +18.6% 12,598 $754K
Synovus Financial Corp. 0.01% Add +2.2% 12,541 $751K
Applied Finance Capital Management, LLC 0.03% New 12,503 $749K
Moody National Bank Trust Division 0.06% Add +7.1% 12,476 $747K
WealthTrust Axiom LLC 0.25% Add +0.0% 12,435 $745K
Oppenheimer Asset Management Inc. 0.01% Reduce -14.0% 12,396 $742K
Schulhoff & Co. Inc. 0.33% Add +0.0% 12,334 $739K
Valmark Advisers, Inc. 0.01% Add +0.7% 12,278 $735K
Beacon Investment Advisory Services, Inc. 0.03% No change 12,221 $732K
Outlook Wealth Advisors, LLC 0.23% Reduce -3.2% 12,135 $727K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% Reduce -4.5% 12,087 $724K
Sowell Financial Services LLC 0.03% Reduce -10.6% 12,064 $723K
Semmax Financial Advisors Inc. 0.22% Add +11.4% 11,376 $723K
Horizon Kinetics Asset Management LLC 0.01% Add +2.5% 12,064 $723K
Parallel Advisors, LLC 0.02% Add +6.6% 12,012 $719K
Lanark Financial, Inc. 0.06% Add +10.9% 11,916 $713K
Snowden Capital Advisors LLC 0.02% Reduce -0.9% 11,899 $713K
GeoWealth Management, LLC 0.03% Add +3.1% 11,863 $710K
1834 Investment Advisors Co. 0.09% No change 11,844 $709K
Coldstream Capital Management Inc. 0.02% Add +2.8% 11,795 $706K
Entropy Technologies, LP 0.08% Reduce -34.0% 11,773 $705K
Western Wealth Management, LLC 0.05% Reduce -5.7% 11,721 $702K
Almanack Investment Partners, LLC. 0.12% Add +0.7% 11,653 $698K
Wealth Quarterback LLC 0.39% Add +1.2% 11,584 $694K
Aspen Investment Management Inc 0.35% Add +41.5% 11,560 $692K
Fruth Investment Management 0.19% No change 11,500 $688K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -23.4% 11,454 $686K
Allegheny Financial Group 0.20% Add +3.3% 11,436 $685K
Legacy Wealth Asset Management, LLC 0.19% Reduce -61.7% 11,412 $683K
Goodwin Investment Advisory 0.31% No change 11,344 $679K
Vaughan David Investments LLC 0.02% Reduce -16.2% 11,187 $670K
Capstone Investment Advisors, LLC 0.03% Reduce -50.2% 11,166 $669K
Aviance Capital Partners, LLC 0.09% Add +0.5% 11,053 $662K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -9.9% 9,896 $660K
Summit Financial, LLC 0.03% Add +49.0% 10,957 $656K
Axxcess Wealth Management, LLC 0.02% Add +45.4% 10,855 $650K
BSW Wealth Partners 0.11% Reduce -1.5% 10,845 $649K
Intrepid Capital Management Inc. 0.41% No change 10,826 $648K
Nomura Holdings Inc. 0.00% Add +78.5% 10,818 $648K
Curbstone Financial Management Corp 0.14% No change 10,750 $644K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -0.4% 10,708 $641K
Ontario Teachers Pension Plan Board 0.01% Reduce -50.0% 10,702 $641K
Nebula Research & Development LLC 0.10% New 10,680 $640K
Keystone Financial Services 0.26% Add +5.8% 10,654 $638K
Journey Advisory Group, LLC 0.08% Add +69.5% 10,649 $638K
Mgo One Seven LLC 0.03% Add +32.0% 10,633 $637K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.3% 10,628 $637K
DAVENPORT & Co LLC 0.00% Reduce -15.2% 10,579 $634K
Williams Jones Wealth Management, LLC. 0.01% No change 10,578 $634K
Addison Capital Co 0.27% Add +10.8% 10,572 $633K
Drucker Wealth 3.0, LLC 0.17% — 10,442 $625K
Benin Management CORP 0.19% Reduce -21.2% 10,393 $622K
Wolverine Trading, LLC 0.01% Reduce -22.9% 10,378 $622K
NBT Bank, N.A. 0.04% No change 10,360 $620K
Eubel Brady & Suttman Asset Management Inc. 0.10% Add +8.8% 10,293 $616K
Flputnam Investment Management Co. 0.01% Reduce -16.2% 10,271 $615K
Loudon Investment Management, LLC 0.36% No change 10,262 $615K
Basepoint Wealth LLC 0.48% Reduce -8.5% 10,259 $614K
Silverlake Wealth Management LLC 0.25% New 10,196 $611K
Epoch Investment Partners, Inc. 0.00% Reduce -4.4% 10,133 $607K
Symmetry Investments LP 0.08% Add +64.7% 10,131 $607K
Tranquilli Financial Advisor LLC 0.41% Add +0.5% 10,089 $606K
Vident Advisory, LLC 0.02% Add +134.4% 10,104 $605K
Quadrant Capital Group LLC 0.04% Add +0.8% 10,096 $605K
IFP Advisors, Inc 0.02% Add +385.1% 10,090 $604K
Dumont & Blake Investment Advisors LLC 0.09% Add +88.4% 10,066 $603K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.1% 10,020 $600K
Heritage Wealth Management, Inc. 0.20% — 10,025 $600K
Bleakley Financial Group, LLC 0.02% Reduce -27.2% 10,018 $600K
Simplicity Wealth,LLC 0.01% Reduce -26.8% 10,018 $600K
Sicart Associates LLC 0.23% No change 10,000 $599K
Canandaigua National Bank & Trust Co. 0.07% No change 9,983 $598K
Sherbrooke Park Advisers LLC 0.10% New 9,939 $595K
TCV Trust & Wealth Management, Inc. 0.06% No change 9,936 $595K
SpiderRock Advisors, LLC 0.02% Reduce -0.9% 9,882 $592K
WFA of San Diego, LLC 0.53% — 9,863 $591K
Beacon Pointe Advisors, LLC 0.01% Reduce -45.2% 9,836 $589K
HF Advisory Group, LLC 0.30% Add +17.4% 9,756 $584K
Wealthspire Advisors, LLC 0.01% Reduce -9.0% 9,716 $582K
Quadcap Wealth Management, LLC 0.10% Reduce -2.2% 9,692 $580K
Fuller & Thaler Asset Management, Inc. 0.00% Add +275.6% 9,690 $580K
CSS LLC 0.13% New 9,600 $575K
Cornerstone Advisors, LLC 0.02% Reduce -34.7% 9,600 $575K
Personal Cfo Solutions, LLC 0.09% Add +2.7% 9,530 $571K
SkyView Investment Advisors, LLC 0.10% Add +11.6% 9,469 $567K
HM Payson & Co. 0.01% Reduce -16.5% 9,425 $564K
Certuity, LLC 0.04% Add +1.3% 9,403 $563K
Cypress Capital Group 0.07% Reduce -17.2% 9,327 $559K
Laurion Capital Management LP 0.02% New 9,325 $558K
Whittier Trust Co. of Nevada Inc. 0.02% No change 9,185 $550K
GAMMA Investing LLC 0.07% Add +74.9% 9,177 $550K
Kowal Investment Group, LLC 0.11% Add +3.3% 9,010 $540K
Aquila Investment Management LLC 0.51% No change 9,000 $539K
Alethea Capital Management, LLC 0.41% New 8,990 $538K
Virtue Capital Management, LLC 0.09% Reduce -3.7% 8,365 $537K
Allworth Financial LP 0.00% Add +11.1% 8,496 $533K
Wesbanco Bank Inc. 0.02% Reduce -9.3% 8,851 $530K
Jones Financial Companies LLLP 0.00% Add +61.6% 8,789 $526K
Daymark Wealth Partners, LLC 0.02% Reduce -17.2% 8,780 $526K
Virtu Financial LLC 0.04% New 8,743 $524K
FSB Premier Wealth Management, Inc. 0.23% Add +49.5% 8,668 $519K
Nations Financial Group Inc, /Ia/ 0.04% Add +9.1% 8,651 $518K
Signet Financial Management, LLC 0.07% Reduce -0.9% 8,644 $518K
Tectonic Advisors LLC 0.04% Add +6.3% 8,644 $518K
CreativeOne Wealth, LLC 0.03% Add +19.1% 8,639 $517K
Jeppson Wealth Management, LLC 0.20% No change 8,618 $516K
Crawford Investment Counsel Inc. 0.01% No change 8,608 $516K
Clearstead Advisors, LLC 0.01% Add +131.4% 8,588 $514K
Trust Asset Management LLC 0.04% No change 8,581 $514K
Exchange Bank 0.44% Reduce -1.3% 8,556 $512K
Gilbert & Cook, Inc. 0.07% Reduce -8.4% 8,534 $511K
Valeo Financial Advisors, LLC 0.02% Reduce -22.1% 8,530 $511K
Twin City Private Wealth, LLC 0.48% Add +11.3% 8,526 $511K
Checchi Capital Advisers, LLC 0.04% Add +5.5% 8,520 $510K
Trust Co. of Vermont 0.03% Reduce -2.3% 8,492 $509K
Summit Financial Strategies, Inc. 0.06% No change 8,450 $506K
Siemens Fonds Invest GmbH 0.04% Add +2.1% 8,446 $506K
Lountzis Asset Management, LLC 0.24% No change 8,400 $503K
Foundations Investment Advisors, LLC 0.01% Add +3.1% 8,393 $503K
Farmers National Bank 0.15% Reduce -2.8% 8,374 $502K
NorthRock Partners, LLC 0.02% Add +18.2% 8,357 $501K
Global Financial Private Client, LLC 0.21% Add +751.3% 8,351 $500K
CX Institutional 0.02% Reduce -0.0% 8,338 $499K
Cidel Asset Management Inc. 0.04% Reduce -3.5% 8,290 $496K
Concurrent Investment Advisors, LLC 0.02% Add +9.3% 8,165 $489K
Vise Technologies, Inc. 0.08% Add +18.9% 8,046 $482K
RB Capital Management, LLC 0.13% Add +0.0% 8,023 $481K
Kestra Private Wealth Services, LLC 0.01% Add +1.0% 7,993 $479K
Graypoint LLC 0.03% Add +54.1% 7,982 $478K
Cigna Investments Inc. 0.09% Reduce -1.0% 7,937 $476K
Caldwell Sutter Capital, Inc. 0.24% No change 7,943 $476K
Builder Investment Group Inc. 0.13% No change 7,911 $474K
Hendershot Investments Inc. 0.07% No change 7,874 $472K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.2% 7,870 $471K
Founders Financial Securities LLC 0.04% Add +11.8% 7,862 $471K
Manchester Capital Management LLC 0.06% Add +2.8% 7,773 $466K
CHICAGO TRUST Co NA 0.09% Reduce -1.8% 7,736 $463K
JNBA Financial Advisors 0.05% No change 7,736 $463K
Atlantic Union Bankshares Corp 0.03% Add +14.0% 7,727 $463K
Mather Group, Llc. 0.01% Add +8.1% 7,985 $460K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -78.2% 7,200 $458K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.6% 7,618 $456K
Modera Wealth Management, LLC 0.01% Add +0.7% 7,578 $454K
Woodward Diversified Capital, LLC 0.27% Add +4.0% 7,566 $453K
Bahl & Gaynor LLC 0.00% No change 7,552 $452K
Cowen and Company, LLC 0.01% New 7,500 $449K
IVC Wealth Advisors LLC 0.25% Add +1.4% 7,468 $447K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -2.0% 7,370 $441K
Tradewinds, LLC. 0.14% Add +2.4% 7,332 $439K
Fiduciary Financial Group, LLC 0.11% — 6,732 $438K
Symmetry Partners, LLC 0.02% Reduce -14.2% 7,292 $437K
Argent Capital Management LLC 0.01% No change 7,280 $436K
Courier Capital LLC 0.03% Reduce -7.0% 7,235 $433K
Congress Asset Management Co. 0.00% No change 7,171 $429K
Huntington National Bank 0.00% Reduce -1.8% 7,161 $429K
Cornell Pochily Investment Advisors, Inc. 0.16% Reduce -7.0% 7,153 $428K
KMG Fiduciary Partners, LLC 0.04% Reduce -1.6% 7,150 $428K
FDx Advisors, Inc. 0.12% Reduce -50.5% 7,147 $428K
Kathmere Capital Management, LLC 0.05% Add +1.2% 7,132 $427K
Fortis Group Advisors, LLC 0.08% No change 7,100 $425K
D.A. Davidson & Co. 0.00% Reduce -6.9% 7,068 $423K
First Foundation Advisors 0.02% Add +7.7% 7,024 $421K
Ransom Advisory, Ltd 0.21% Add +0.0% 6,992 $419K
Searle & Co. 0.10% Add +55.3% 6,989 $419K
Ascent Group, LLC 0.03% Add +1.2% 6,986 $418K
Avidian Wealth Enterprises, LLC 0.02% Add +17.5% 6,887 $412K
HighPoint Advisor Group LLC 0.02% Add +2.8% 6,270 $409K
FineMark National Bank & Trust 0.02% No change 6,829 $409K
Shulman DeMeo Asset Management LLC 0.11% Reduce -1.1% 6,818 $408K
First National Bank & Trust Co. of Newtown 0.08% Reduce -4.2% 6,783 $406K
Clarius Group, LLC 0.03% Reduce -4.0% 6,731 $403K
Focus Partners Advisor Solutions, LLC 0.01% Add +37.3% 6,720 $403K
Round Rock Advisors LLC 0.10% No change 6,690 $401K
Jump Financial, LLC 0.01% Reduce -23.8% 6,687 $400K
Richard W. Paul & Associates, LLC 0.15% Reduce -1.0% 6,678 $400K
Catalina Capital Group, LLC 0.15% Add +6.5% 6,650 $398K
McIlrath & Eck, LLC 0.06% Add +0.9% 6,606 $396K
Centaurus Financial, Inc. 0.03% Add +37.7% 6,580 $394K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.5% 6,570 $393K
Compound Planning, Inc. 0.03% Add +21.3% 6,518 $390K
Studio Investment Management LLC 0.09% Add +2.4% 6,502 $389K
Keystone Financial Group 0.14% Add +8.3% 6,485 $388K
Alhambra Investment Management LLC 0.21% No change 6,455 $387K
Geneos Wealth Management Inc. 0.02% Add +16.6% 6,446 $386K
Hayek Kallen Investment Management 0.14% No change 6,429 $385K
Moneta Group Investment Advisors LLC 0.01% Reduce -38.9% 6,424 $385K
Aptus Capital Advisors, LLC 0.01% Add +6.9% 6,394 $383K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 6,378 $382K
Waldron Private Wealth LLC 0.02% Reduce -5.8% 6,378 $382K
Wilmington Savings Fund Society, FSB 0.01% Reduce -7.3% 6,350 $380K
Thompson Siegel & Walmsley LLC 0.01% No change 6,167 $369K
Rovin Capital /Ut/ 0.15% Add +6.2% 6,099 $365K
Debussy Capital Management LP 0.10% Add +2.2% 6,071 $364K
Stanley-Laman Group, Ltd. 0.05% No change 6,063 $363K
Perigon Wealth Management, LLC 0.01% Add +2.9% 6,039 $362K
Kovack Advisors, Inc. 0.04% New 6,015 $360K
Bfsg, LLC 0.05% Reduce -14.3% 6,008 $360K
IFG Advisors, LLC 0.09% No change 5,999 $359K
Independent Advisor Alliance 0.01% Add +10.1% 5,949 $356K
S&T Bank 0.09% No change 5,950 $356K
Private Trust Co. NA 0.04% Reduce -6.2% 5,898 $353K
Thoroughbred Financial Services, LLC 0.02% New 5,880 $352K
Accurate Wealth Management, LLC 0.08% Add +3.6% 5,333 $350K
Tobam 0.05% Reduce -37.6% 5,845 $350K
Altfest L J & Co. Inc. 0.05% No change 5,842 $350K
Fairfield, Bush & Co. 0.21% No change 5,844 $350K
Kingsview Wealth Management, LLC 0.01% Reduce -0.7% 5,843 $350K
Modern Wealth Management, LLC 0.03% Add +0.1% 5,796 $347K
Clear Creek Financial Management, LLC 0.04% Reduce -2.8% 5,785 $346K
Orange Investment Advisors, Inc. 0.04% Add +39.5% 6,552 $345K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.6% 5,764 $345K
Prime Capital Investment Advisors, LLC 0.01% Reduce -26.7% 5,680 $340K
Hilltop Holdings Inc. 0.04% Add +0.3% 5,676 $340K
Wedmont Private Capital 0.02% Add +13.9% 5,231 $338K
Summit Financial Wealth Advisors, LLC 0.07% No change 5,610 $336K
Jackson Creek Investment Advisors LLC 0.12% New 5,597 $335K
First Heartland Consultants, Inc. 0.03% Add +0.5% 5,595 $335K
Sepio Capital, LP 0.03% Reduce -0.1% 5,586 $335K
Avestar Capital, LLC 0.04% Add +19.7% 5,582 $334K
Aaron Wealth Advisors LLC 0.05% Add +6.7% 5,555 $333K
Berkshire Asset Management LLC 0.02% New 5,511 $330K
Accredited Investors Inc. 0.02% Reduce -15.4% 5,504 $330K
Cyndeo Wealth Partners, LLC 0.03% Add +20.9% 5,419 $325K
Firestone Capital Management 0.09% No change 5,413 $324K
First Nebraska Trust Co 0.03% No change 5,404 $324K
Pallas Capital Advisors LLC 0.01% Add +20.7% 5,095 $323K
Van Strum & Towne Inc. 0.12% No change 5,377 $322K
Hutchinson Capital Management 0.07% No change 5,358 $321K
Concourse Financial Group Securities, Inc. 0.02% Reduce -0.8% 5,352 $321K
Freedom Investment Management, Inc. 0.03% Reduce -33.1% 5,346 $320K
Global Retirement Partners, LLC 0.01% Add +28.8% 5,337 $320K
Sigma Planning Corp 0.01% Reduce -6.3% 5,327 $319K
Catalyst Funds Management Pty Ltd 0.09% Add +20.4% 5,300 $317K
Fortitude Advisory Group L.L.C. 0.19% No change 5,280 $316K
Baker Ellis Asset Management LLC 0.05% No change 5,190 $311K
Syon Capital LLC 0.03% Add +5.5% 5,181 $310K
Sapient Capital LLC 0.01% Add +0.9% 5,175 $310K
Trust Point Inc. 0.02% Reduce -14.1% 5,109 $306K
Cable Hill Partners, LLC 0.03% New 5,093 $305K
Fisher Asset Management 0.00% Add +13.1% 5,077 $304K
Sage Mountain Advisors LLC 0.03% Add +19.3% 5,068 $304K
Quent Capital, LLC 0.03% Add +0.1% 5,038 $302K
Summit Trail Advisors, LLC 0.01% Add +2.5% 5,035 $302K
Index Fund Advisors, Inc. 0.02% No change 5,032 $301K
Quantitative Investment Management, LLC 0.03% New 5,038 $301K
Rossmore Private Capital 0.04% No change 5,000 $299K
Meridian Investment Counsel Inc. 0.09% No change 4,967 $297K
Northstar Group, Inc. 0.06% Add +0.3% 4,957 $297K
Bard Financial Services, Inc. 0.03% No change 4,940 $296K
Bar Harbor Wealth Management 0.02% No change 4,934 $295K
Farmers & Merchants Investments Inc. 0.01% No change 4,916 $294K
Lincoln Capital Corp. 0.13% No change 4,900 $293K
C M Bidwell & Associates Ltd. 0.20% Reduce -0.3% 4,894 $293K
Merit Financial Group, LLC 0.01% Add +4.9% 4,870 $292K
1858 Wealth Management, LLC 0.24% Add +4.0% 4,866 $291K
Stratos Investment Management, LLC 0.02% Add +5.3% 4,863 $291K
Ironwood Investment Management LLC 0.16% No change 4,847 $290K
Paragon Capital Management Ltd 0.05% Add +13.8% 4,826 $289K
Mutual Advisors, LLC 0.01% Reduce -4.6% 4,471 $289K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +19.3% 4,803 $288K
Wharton Business Group, LLC 0.01% No change 4,780 $286K
Prospera Financial Services Inc 0.01% Add +12.5% 4,752 $285K
Wellington Shields & Co., LLC 0.09% Add +0.9% 4,740 $284K
GHP Investment Advisors, Inc. 0.01% No change 4,717 $283K
Lake Street Advisors Group, LLC 0.01% Add +3.8% 4,698 $281K
PFG Investments, LLC 0.02% Reduce -3.4% 4,689 $281K
Simon Quick Advisors, LLC 0.02% Add +6.0% 4,683 $280K
Janney Capital Management LLC 0.02% No change 4,675 $280K
Bright Futures Wealth Management, LLC. 0.15% Add +0.9% 4,435 $280K
Brown, Lisle/Cummings, Inc. 0.09% No change 4,666 $279K
Genesee Capital Advisors, LLC 0.14% No change 4,662 $279K
Girard Partners LTD. 0.03% Add +0.0% 4,630 $277K
Martin Capital Advisors, LLP 0.21% No change 4,605 $276K
Next Level Private LLC 0.13% Add +1.1% 4,601 $276K
Avior Wealth Management, LLC 0.01% Reduce -49.2% 4,599 $275K
One Wealth Advisors, LLC 0.06% Reduce -1.4% 4,313 $275K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -16.1% 4,586 $275K
Wilson & Boucher Capital Management, LLC 0.21% Reduce -2.7% 4,565 $273K
Sax Wealth Advisors, LLC 0.03% New 4,546 $272K
UMB Bank, n.a. 0.00% Add +14.8% 4,511 $270K
Archford Capital Strategies, LLC 0.04% Reduce -0.6% 4,442 $266K
Freestone Capital Holdings, LLC 0.01% Add +2.3% 4,436 $266K
Clarity Capital Partners LLC 0.16% Add +0.6% 4,427 $265K
Beirne Wealth Consulting Services, LLC 0.11% No change 4,405 $264K
Sheaff Brock Investment Advisors, LLC 0.02% No change 4,400 $264K
O'Brien Greene & Co. Inc 0.08% No change 4,391 $263K
Hudock, Inc. 0.05% New 4,387 $263K
Brighton Jones LLC 0.01% Add +2.1% 4,330 $259K
M Holdings Securities, Inc. 0.03% New 4,326 $259K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.4% 4,324 $259K
Abundance Wealth Counselors 0.12% Reduce -6.5% 4,313 $258K
Mezzasalma Advisors, LLC 0.11% Reduce -15.3% 4,299 $257K
Dynamic Technology Lab Private Ltd 0.03% New 4,293 $257K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -16.9% 4,905 $255K
Resonant Capital Advisors, LLC 0.02% New 4,228 $253K
Integrated Advisors Network LLC 0.01% Reduce -0.6% 4,226 $253K
Lindbrook Capital, LLC 0.02% Add +2.5% 4,221 $253K
Hofer & Associates. Inc 0.20% Add +0.2% 4,220 $253K
U.S. Capital Wealth Advisors, LLC 0.01% New 4,209 $252K
Versor Investments LP 0.05% Reduce -69.5% 4,200 $252K
Bruce G. Allen Investments, LLC 0.21% Reduce -4.5% 4,187 $251K
JFS Wealth Advisors, LLC 0.02% Reduce -0.1% 4,178 $250K
Fiduciary Group, LLC 0.03% No change 4,162 $249K
HBK Sorce Advisory LLC 0.01% Reduce -3.6% 4,147 $248K
BLB&B Advisors, LLC 0.01% Reduce -2.0% 4,115 $246K
Advus Financial Partners, LLC 0.07% No change 4,063 $243K
Tiemann Investment Advisors, LLC 0.11% Add +6.6% 4,052 $243K
Peoples Bank 0.13% No change 4,042 $242K
Radnor Capital Management, LLC 0.07% No change 4,045 $242K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +11.1% 4,036 $242K
Laraway Financial Advisors Inc 0.21% Add +0.0% 4,021 $241K
Stephenson & Company, Inc. 0.18% No change 4,020 $241K
Spinnaker Trust 0.02% No change 4,020 $241K
Rbo & Co. LLC 0.04% No change 4,000 $240K
Arnhold LLC 0.03% No change 4,000 $240K
1900 Wealth Management LLC 0.02% No change 4,000 $240K
Farther Finance Advisors, LLC 0.01% Add +19.6% 3,974 $239K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% No change 3,965 $237K
LM Advisors LLC 0.05% No change 3,927 $235K
Barrett & Company, Inc. 0.11% Reduce -6.2% 3,920 $235K
Evercore Wealth Management, LLC 0.00% No change 3,913 $234K
Peddock Capital Advisors, LLC 0.06% Reduce -6.5% 3,908 $234K
CI Investments Inc. 0.00% Add +24.2% 3,900 $234K
EP Wealth Advisors, LLC 0.00% New 3,899 $234K
RKL Wealth Management LLC 0.02% Add +0.4% 3,890 $233K
Empower Advisory Group, LLC 0.00% Reduce -10.7% 3,885 $233K
Perpetual Ltd 0.00% Reduce -38.2% 3,874 $232K
GM Advisory Group, LLC 0.01% New 3,867 $232K
Commerzbank Aktiengesellschaft 0.01% Add +4.5% 3,847 $231K
Level Four Advisory Services, LLC 0.01% New 3,847 $230K
Ledyard National Bank 0.02% Reduce -20.5% 3,831 $229K
Northwest Bancshares, Inc. 0.04% No change 3,825 $229K
BlackDiamond Wealth Management, LLC 0.15% New 3,565 $226K
Oliver Luxxe Assets LLC 0.05% No change 3,773 $226K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.1% 3,764 $225K
Blueprint Investment Partners LLC 0.05% Reduce -14.7% 3,742 $224K
Verity Asset Management, Inc. 0.09% No change 3,738 $224K
Strategic Blueprint, LLC 0.02% Add +3.8% 3,733 $224K
O'Keefe Stevens Advisory, Inc. 0.07% Add +0.2% 3,717 $223K
Mma Asset Management LLC 0.10% Reduce -2.4% 3,709 $222K
Welch Capital Partners LLC 0.05% No change 3,701 $222K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 3,700 $222K
Meyer Handelman Co. 0.01% No change 3,696 $221K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.6% 3,696 $221K
Brooklyn Investment Group 0.09% No change 3,870 $220K
Baader Bank Aktiengesellschaft 0.02% New 3,661 $219K
Kingfisher Capital LLC 0.05% Add +0.4% 3,634 $218K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -26.1% 3,626 $217K
Templeton & Phillips Capital Management, LLC 0.19% New 3,601 $216K
Boston Trust Walden Corp 0.00% Reduce -2.7% 3,574 $214K
Penserra Capital Management LLC 0.00% Add +0.9% 3,569 $214K
Austin Private Wealth, LLC 0.02% New 3,553 $213K
Capital Asset Advisory Services LLC 0.01% New 3,527 $212K
McKinley Carter Wealth Services, Inc. 0.01% Add +0.5% 3,542 $212K
Stablepoint Partners, LLC 0.04% New 3,267 $211K
Spire Wealth Management 0.01% Reduce -23.5% 3,520 $211K
Regatta Capital Group, LLC 0.04% Reduce -1.1% 3,491 $209K
Abbrea Capital, LLC 0.03% Reduce -2.4% 3,496 $209K
Advisors Capital Management, LLC 0.00% New 3,492 $209K
CENTRAL TRUST Co 0.01% Add +8.4% 3,465 $208K
Ellsworth Advisors, LLC 0.06% New 3,463 $207K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -13.8% 3,459 $207K
First Bank & Trust 0.04% New 3,429 $205K
Fidelis Capital Partners, LLC 0.03% New 3,321 $205K
Hall Laurie J Trustee 0.07% No change 3,415 $204K
Howard Capital Management Group, LLC 0.01% New 3,387 $203K
Bill Few Associates, Inc. 0.08% New 3,384 $203K
Heritage Trust Co 0.03% New 3,341 $200K
Capital Analysts, LLC 0.01% No change 3,198 $192K
North Star Investment Management Corp. 0.01% Reduce -0.9% 3,024 $181K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -1.9% 3,011 $180K
Cyrus J. Lawrence, LLC 0.04% No change 3,021 $180K
Tompkins Financial Corp. 0.02% Reduce -0.3% 2,990 $179K
Smartleaf Asset Management LLC 0.03% Add +16.0% 2,935 $175K
CKW Financial Group 0.02% No change 2,900 $174K
Pension & Wealth Management Advisors, Inc. 0.10% Add +18.6% 2,875 $172K
City Holding Co. 0.03% Reduce -5.8% 2,844 $170K
International Assets Investment Management, LLC 0.02% Add +0.6% 16,476 $163K
Parkside Financial Bank & Trust 0.03% Add +1.7% 2,655 $159K
Investors Research Corp 0.04% No change 2,629 $157K
MassMutual Private Wealth & Trust, FSB 0.00% Add +43.7% 2,619 $157K
Webster Bank, N. A. 0.02% No change 2,611 $156K
Washington Trust Advisors, Inc. 0.01% Add +5.0% 2,594 $155K
Bell Investment Advisors, Inc 0.03% No change 2,552 $153K
Wellington Shields Capital Management, LLC 0.03% No change 2,500 $150K
SYSTM Wealth Solutions LLC 0.03% Reduce -27.2% 2,446 $146K
Macroview Investment Management LLC 0.15% No change 2,400 $144K
Compass Wealth Management LLC 0.04% No change 2,400 $144K
Navera Investment Management Ltd. 0.00% No change 2,387 $143K
City State Bank 0.06% Reduce -2.1% 2,336 $140K
Chris Bulman Inc 0.10% — 2,329 $139K
St Germain D J Co. Inc. 0.01% No change 2,303 $138K
TD Capital Management LLC 0.01% No change 2,303 $138K
Alta Advisers Ltd 0.07% No change 2,300 $138K
Deseret Mutual Benefit Administrators 0.06% Reduce -5.8% 2,268 $136K
TD Private Client Wealth LLC 0.00% Add +7.3% 2,255 $135K
MV Capital Management, Inc. 0.01% Add +19.1% 2,166 $130K
Northwest Bank & Trust Co 0.11% No change 2,139 $128K
Resources Management Corp. /CT/ 0.02% No change 2,135 $128K
Cromwell Holdings LLC 0.08% — 2,108 $126K
Institutional & Family Asset Management, LLC 0.02% Reduce -3.2% 2,068 $124K
Colonial Trust Co / SC 0.02% No change 2,050 $123K
Perkins Coie Trust Co 0.03% No change 2,019 $121K
Kiely Wealth Advisory Group, Inc. 0.07% No change 1,888 $120K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 2,000 $120K
Mechanics Financial Corp 0.06% No change 2,000 $120K
Bleichroeder LP 0.04% No change 2,000 $120K
Legacy Bridge, LLC 0.07% Add +1.5% 1,975 $118K
Glen Eagle Advisors, LLC 0.02% No change 1,950 $117K
Larson Financial Group LLC 0.01% Add +16.6% 1,935 $116K
Cetera Trust Company, N.A 0.07% No change 1,930 $116K
Prestige Wealth Management Group LLC 0.02% No change 1,847 $111K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,806 $108K
Evermay Wealth Management LLC 0.02% Reduce -22.1% 1,797 $108K
AlphaCentric Advisors LLC 0.08% Reduce -3.1% 1,773 $106K
Hexagon Capital Partners LLC 0.02% Add +4.9% 1,764 $106K
Kimelman & Baird, LLC 0.01% — 1,700 $102K
Rowlandmiller & Partners.adv 0.02% New 1,678 $100K
GPS Wealth Strategies Group, LLC 0.01% Reduce -14.3% 1,644 $98K
Rosenberg Matthew Hamilton 0.03% Reduce -12.1% 1,632 $98K
Laffer Tengler Investments, Inc. 0.03% No change 1,620 $97K
Hanson & Doremus Investment Management 0.02% No change 1,602 $96K
Signature Resources Capital Management, LLC 0.08% No change 1,600 $96K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.3% 1,589 $95K
Coppell Advisory Solutions LLC 0.02% — 1,586 $95K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,539 $92K
Benjamin Edwards Inc. 0.02% Reduce -0.3% 1,509 $90K
BNP Paribas 0.00% Add +8.8% 1,490 $89K
Quarry LP 0.04% Reduce -6.7% 1,489 $89K
Peoples Financial Services Corp. 0.04% No change 1,425 $85K
Ancora Advisors LLC 0.00% No change 1,350 $81K
CVA Family Office, LLC 0.01% Add +4.1% 1,330 $80K
Arrow Financial Corp 0.01% No change 1,300 $78K
Oakworth Capital, Inc. 0.01% No change 1,292 $77K
Loomis Sayles & Co. L P 0.00% Reduce -7.1% 1,279 $77K
BOK Financial Private Wealth, Inc. 0.01% No change 1,278 $77K
Laurel Wealth Advisors LLC 0.01% No change 1,223 $73K
Pacific Center for Financial Services 0.02% No change 1,221 $73K
LRI Investments, LLC 0.01% Add +746.5% 1,219 $73K
Continuum Advisory, LLC 0.01% Add +95.2% 1,216 $73K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -9.6% 1,100 $72K
Chilton Capital Management LLC 0.00% No change 1,159 $69K
Assetmark, Inc. 0.00% Add +65.5% 1,135 $68K
Versant Capital Management, Inc 0.02% Add +214.1% 1,115 $67K
EverSource Wealth Advisors, LLC 0.00% Add +1.9% 1,025 $67K
Gables Capital Management Inc. 0.03% No change 1,100 $66K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.9% 1,094 $66K
Point72 Hong Kong Ltd 0.00% Reduce -98.9% 1,069 $64K
AllSquare Wealth Management LLC 0.04% Reduce -11.9% 1,056 $63K
Gen-Wealth Partners Inc 0.03% Reduce -8.8% 1,044 $63K
Legend Financial Advisors, Inc. 0.04% No change 1,036 $62K
EntryPoint Capital, LLC 0.03% Add +472.4% 1,036 $62K
First Community Trust NA 0.05% No change 1,000 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,000 $60K
Venturi Wealth Management, LLC 0.00% Add +88.0% 944 $57K
Harbour Investments, Inc. 0.00% Reduce -47.0% 925 $55K
Addison Advisors LLC 0.02% No change 879 $53K
Clean Yield Group 0.02% No change 833 $50K
Blue Trust, Inc. 0.00% Add +86.9% 856 $49K
Leonteq Securities AG 0.01% Reduce -17.3% 819 $49K
Mendota Financial Group, LLC 0.03% Reduce -18.9% 818 $49K
Silvant Capital Management LLC 0.00% No change 774 $46K
Nemes Rush Group LLC 0.01% No change 761 $46K
Bollard Group LLC 0.00% Add +0.4% 747 $45K
University of Texas/Texas Am Investment Management Co. 0.01% New 750 $45K
Duncker Streett & Co. Inc. 0.01% No change 750 $45K
West Paces Advisors Inc. 0.01% No change 707 $42K
Camelot Portfolios, LLC 0.02% New 700 $42K
Sittner & Nelson, LLC 0.02% No change 700 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 700 $42K
Arax Advisory Partners 0.00% New 697 $42K
Cape Investment Advisory, Inc. 0.02% Add +13.0% 677 $41K
Family Firm, Inc. 0.01% New 672 $40K
HHM Wealth Advisors, LLC 0.01% No change 670 $40K
Sunbelt Securities, Inc. 0.00% Reduce -25.1% 670 $40K
Central Bank & Trust Co. 0.01% No change 660 $40K
Adirondack Trust Co. 0.02% No change 622 $37K
Optimum Investment Advisors 0.02% No change 600 $36K
Hartford Financial Management Inc. 0.01% Reduce -12.7% 577 $35K
FinTrust Capital Advisors, LLC 0.01% Reduce -73.4% 572 $34K
Brown Brothers Harriman & Co. 0.00% Reduce -14.0% 559 $33K
Kathleen S. Wright Associates Inc. 0.02% No change 550 $33K
First Command Advisory Services, Inc. 0.00% No change 547 $33K
Sandy Spring Bank 0.00% Reduce -34.4% 544 $33K
FSC Wealth Advisors, LLC 0.02% No change 543 $33K
Clearstead Trust, LLC 0.01% New 541 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 533 $32K
Redwood Wealth Management Group, LLC 0.02% New 505 $30K
Slocum, Gordon & Co LLP 0.02% No change 500 $30K
Olistico Wealth, LLC 0.02% New 500 $30K
Mark Sheptoff Financial Planning, LLC 0.02% No change 500 $30K
Grove Bank & Trust 0.00% Reduce -58.3% 500 $30K
Wetzel Investment Advisors, Inc. 0.02% No change 510 $29K
First PREMIER Bank 0.01% Reduce -28.3% 476 $29K
REAP Financial Group, LLC 0.01% Reduce -3.5% 466 $28K
Great Lakes Retirement, Inc. 0.00% New 464 $28K
SOA Wealth Advisors, LLC. 0.01% Add +0.7% 446 $27K
Bank of New Hampshire 0.01% No change 443 $27K
Caldwell Trust Co 0.00% No change 441 $26K
Janiczek Wealth Management, LLC 0.01% Reduce -7.0% 440 $26K
Hazlett, Burt & Watson, Inc. 0.01% Add +45.6% 434 $26K
Harbor Investment Advisory, LLC 0.00% Add +2.4% 419 $25K
Covestor Ltd 0.02% Reduce -70.7% 410 $25K
Opal Wealth Advisors, LLC 0.01% New 405 $24K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $24K
Capital Advisors, Ltd. LLC 0.00% Add +29.9% 378 $23K
Atlas Capital Advisors Inc. 0.00% No change 382 $23K
WASHINGTON TRUST Co 0.00% No change 360 $22K
HBC Financial Services, PLLC 0.01% Add +0.6% 335 $21K
GW&K Investment Management, LLC 0.00% Add +31.8% 348 $21K
Princeton Global Asset Management LLC 0.00% Add +0.6% 344 $21K
Trust Co 0.00% No change 341 $20K
Zions Bancorporation, N.A. 0.00% Reduce -35.2% 331 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 327 $20K
Rise Advisors, LLC 0.01% Add +0.6% 326 $20K
Salomon & Ludwin, LLC 0.00% Reduce -38.5% 315 $19K
Concord Wealth Partners 0.00% Reduce -84.6% 301 $18K
FNY Investment Advisers, LLC 0.01% New 300 $17K
PFS Partners, LLC 0.01% No change 283 $17K
Gradient Investments LLC 0.00% Add +50.0% 279 $17K
Spectrum Wealth Counsel, LLC 0.00% No change 277 $17K
Fortitude Family Office, LLC 0.01% Add +69.9% 265 $16K
Creekmur Asset Management LLC 0.00% Reduce -7.4% 250 $15K
Cedar Mountain Advisors, LLC 0.00% Reduce -23.4% 235 $14K
Westside Investment Management, Inc. 0.00% No change 227 $14K
Silicon Valley Capital Partners 0.00% Add +0.9% 227 $14K
Private Wealth Management Group, LLC 0.01% Add +43.3% 225 $13K
WR Wealth Planners, LLC 0.00% Add +44.2% 222 $13K
Transcendent Capital Group LLC 0.01% Add +0.9% 219 $13K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 221 $13K
Hilltop National Bank 0.00% No change 216 $13K
Balefire, LLC 0.00% Reduce -65.5% 209 $13K
Cornerstone Planning Group LLC 0.00% Reduce -12.7% 200 $12K
Pacific Capital Wealth Advisors, Inc. 0.00% New 201 $12K
PrairieView Partners, LLC 0.00% No change 212 $12K
Boyd Watterson Asset Management LLC 0.00% No change 200 $12K
Operose Advisors LLC 0.00% No change 190 $11K
Sachetta, LLC 0.00% Add +152.9% 172 $11K
Pinnacle Bancorp, Inc. 0.00% No change 187 $11K
Centennial Bank 0.01% No change 185 $11K
Luken Investment Analytics, LLC 0.01% No change 184 $11K
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 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 156 $9K
First Personal Financial Services 0.00% No change 150 $9K
Financial Freedom, LLC 0.00% No change 140 $8K
Avion Wealth 0.00% Reduce -99.8% 149 $8K
Valued Wealth Advisors LLC 0.01% Add +122.0% 131 $8K
Asset Dedication, LLC 0.00% No change 131 $8K
Frazier Financial Advisors, LLC 0.01% No change 129 $8K
Abound Wealth Management 0.00% No change 129 $8K
Community Bank, N.A. 0.00% Reduce -87.8% 125 $7K
Missouri Trust & Investment Co 0.00% No change 111 $7K
IAG Wealth Partners, LLC 0.00% New 103 $6K
Wolff Wiese Magana LLC 0.00% No change 102 $6K
Abich Financial Wealth Management LLC 0.00% Add +64.5% 102 $6K
Caitlin John, LLC 0.00% Add +1342.9% 101 $6K
Gold Investment Management Ltd. 0.00% No change 100 $6K
Tradewinds Capital Management, LLC 0.00% No change 100 $6K
Key Financial Inc 0.00% No change 100 $6K
Atwood & Palmer Inc. 0.00% Reduce -50.0% 100 $6K
ClariVest Asset Management LLC 0.00% Reduce -74.7% 97 $6K
MCF Advisors LLC 0.00% No change 96 $6K
American National Bank & Trust 0.00% New 96 $6K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -96.0% 90 $5K
Piscataqua Savings Bank 0.00% Reduce -18.4% 89 $5K
Carolinas Wealth Consulting LLC 0.00% Add +6.5% 82 $5K
SJS Investment Consulting Inc. 0.00% No change 81 $5K
Bogart Wealth, LLC 0.00% No change 81 $5K
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 +1.5% 67 $4K
Fairway Wealth LLC 0.00% New 64 $4K
Pineridge Advisors LLC 0.00% No change 63 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +57.9% 60 $4K
Redmont Wealth Advisors LLC 0.01% No change 56 $3K
ESL Trust Services, LLC 0.00% New 53 $3K
Ruedi Wealth Management, Inc. 0.00% New 52 $3K
SouthState Bank Corp 0.00% New 47 $3K
Scarborough Advisors, LLC 0.00% No change 46 $3K
Creative Financial Designs Inc. 0.00% No change 42 $3K
Salem Investment Counselors Inc. 0.00% Reduce -65.0% 41 $2K
Private Ocean, LLC 0.00% New 40 $2K
TFC Financial Management, Inc. 0.00% No change 36 $2K
Lynx Investment Advisory 0.00% — 36 $2K
Creative Capital Management Investments LLC 0.00% No change 36 $2K
Park Place Capital Corp 0.00% No change 34 $2K
Centerpoint Advisors, LLC 0.00% No change 28 $2K
Crewe Advisors LLC 0.00% New 32 $2K
RFP Financial Group LLC 0.00% Reduce -11.4% 31 $2K
Spotlight Asset Group, Inc. 0.00% No change 29 $2K
Triad Wealth Partners, LLC 0.00% New 28 $2K
WealthCollab, LLC 0.00% No change 25 $1K
Riggs Asset Managment Co. Inc. 0.00% New 23 $1K
Core Alternative Capital 0.00% No change 22 $1K
Highline Wealth Partners LLC 0.00% New 21 $1K
Nvwm, LLC 0.00% Add +35.7% 19 $1K
Financial Management Professionals, Inc. 0.00% No change 21 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $899
CGC Financial Services, LLC 0.00% No change 15 $898
Carmichael Hill & Associates, Inc. 0.00% No change 13 $779
WestEnd Advisors, LLC 0.00% Add +333.3% 13 $779
Kelly Financial Services LLC 0.00% Reduce -18.2% 9 $509
Walleye Trading LLC 0.00% No change 7 $419
Y.D. More Investments Ltd 0.00% New 403 $64
Rakuten Securities, Inc. 0.00% No change 1 $60
Pathway Financial Advisers, LLC 0.00% Add +0.0% 1 $30
McClarren Financial Advisors, Inc. 0.00% Reduce -85.3% 59 $24

"% 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.