Bank of New York MellonBNY

13F holders, Q1 2025 (March 31)
1,505holders +65
148new positions
87sold out
11famous investors
$83.80avg. 13F price*

At the end of Q1 2025, 1,505 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings, up 65 from Q4 2024. 148 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($5.4B) and Dodge & Cox ($3.5B). 11 famous investors held it, including Mario Gabelli (1.4% of GAMCO Investors's portfolio), Bill Nygren (1.0% of Harris Associates (Oakmark Funds)'s portfolio) and Stephen Yacktman (0.6% of Yacktman Asset Management's portfolio).

Company
Bank of New York Mellon Corp.
Filed as
BANK NEW YORK MELLON CORP (Q1 2025)
Sector
Finance
CUSIP
064058100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions148$278.0M
Exits87$191.1M

All 13F filers, Q4 2024 → Q1 2025: 39,301,035 shares bought and 41,400,995 shares sold, net −2,099,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,505 holders

Vanguard Group Inc. 0.11% Reduce -1.9% 70,575,067 $5.9B
BlackRock, Inc. 0.11% Reduce -2.3% 64,339,660 $5.4B
Dodge & Cox 2.01% Reduce -6.1% 41,976,640 $3.5B
State Street Corp. 0.12% Reduce -0.2% 33,563,271 $2.8B
FMR LLC 0.14% Add +14.8% 26,489,838 $2.2B
Geode Capital Management, LLC 0.12% Add +2.5% 18,112,895 $1.5B
Artisan Partners Limited Partnership 2.13% Reduce -1.9% 15,663,670 $1.3B
First Eagle Investment Management, LLC 2.47% Reduce -0.6% 13,937,536 $1.2B
Morgan Stanley 0.08% Add +13.4% 12,742,007 $1.1B
Norges Bank 0.15% Reduce -15.5% 12,658,659 $1.1B
Bank of America Corp. 0.09% Add +147.8% 12,472,516 $1.0B
Ameriprise Financial Inc. 0.27% Add +1.9% 12,043,601 $1.0B
JPMorgan Chase & Co. 0.07% Add +84.9% 11,499,663 $964.5M
Northern Trust Corp. 0.12% Reduce -2.9% 9,260,266 $776.7M
Wells Fargo & Company 0.19% Add +13.8% 9,237,002 $774.7M
Nuveen, LLC 0.24% — 9,224,118 $773.6M
Invesco Ltd. 0.13% Add +8.8% 8,264,176 $693.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +5.7% 8,125,577 $681.5M
Harris Associates (Oakmark Funds) 1.02% Reduce -23.7% 7,265,533 $609.4M
LSV Asset Management 1.33% Reduce -6.2% 6,596,851 $553.3M
Amundi 0.19% Reduce -9.2% 6,688,409 $534.5M
Legal & General Group Plc 0.14% Add +0.3% 6,245,497 $523.8M
Dimensional Fund Advisors LP 0.13% Reduce -17.2% 6,016,053 $504.5M
Arrowstreet Capital, Limited Partnership 0.35% Reduce -34.0% 5,115,460 $429.0M
Goldman Sachs Group Inc. 0.08% Add +25.2% 5,053,744 $423.9M
Charles Schwab Investment Management Inc. 0.07% Reduce -2.0% 4,752,312 $398.6M
First Trust Advisors LP 0.35% Add +368.9% 4,738,624 $397.4M
Royal Bank of Canada 0.08% Add +2.2% 4,410,049 $369.9M
Bank of New York Mellon Corp 0.07% Reduce -3.5% 4,029,419 $337.9M
American Century Companies Inc. 0.20% Reduce -18.6% 3,856,915 $323.5M
Deutsche Bank AG 0.12% Reduce -0.8% 3,613,526 $303.1M
UBS Group AG 0.07% Reduce -18.2% 3,581,815 $300.4M
Hotchkis & Wiley Capital Management LLC 0.94% Reduce -21.5% 3,360,016 $281.8M
AQR Capital Management 0.27% Add +37.6% 3,244,204 $266.3M
T. Rowe Price Associates Inc. 0.03% Reduce -3.1% 2,887,757 $242.2M
Parnassus Investments, LLC 0.53% Reduce -8.0% 2,648,918 $222.2M
Franklin Resources Inc. 0.06% Add +9.8% 2,523,080 $211.6M
HSBC Holdings PLC 0.14% Add +0.5% 2,465,689 $206.3M
Fayez Sarofim & Co 0.50% Reduce -14.4% 2,419,490 $202.9M
Barclays PLC 0.09% Reduce -17.2% 2,388,107 $200.3M
Envestnet Asset Management Inc. 0.06% Add +4.2% 2,357,747 $197.7M
National Pension Service 0.18% Add +5.2% 2,290,689 $192.1M
Truist Financial Corp. 0.27% Add +5.8% 1,985,302 $166.5M
Davis Selected Advisers 0.92% Reduce -10.6% 1,910,645 $160.2M
Robeco Institutional Asset Management B.V. 0.31% Reduce -0.8% 1,906,388 $159.9M
Squarepoint Ops LLC 0.39% Add +69.4% 1,873,351 $157.1M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +3.7% 1,792,193 $150.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.42% Reduce -3.0% 1,730,946 $145.2M
Brandes Investment Partners, LP 1.47% Reduce -13.1% 1,718,250 $144.1M
KBC Group NV 0.43% Reduce -5.0% 1,664,228 $139.6M
CANADA LIFE ASSURANCE Co 0.24% Add +9.2% 1,595,328 $134.2M
Gabelli Funds LLC 1.01% Reduce -3.1% 1,559,794 $130.8M
Citigroup Inc. 0.10% Add +126.9% 1,557,145 $130.6M
Prudential Financial Inc. 0.19% Reduce -20.2% 1,556,808 $130.6M
GAMCO Investors 1.38% Reduce -2.0% 1,487,828 $124.8M
Rhumbline Advisers 0.11% Reduce -6.6% 1,424,338 $119.5M
Voya Investment Management LLC 0.15% Reduce -7.3% 1,378,142 $115.6M
California Public Employees Retirement System 0.08% Reduce -15.0% 1,334,993 $112.0M
BNP Paribas Financial Markets 0.08% Reduce -21.4% 1,277,211 $107.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +10.4% 1,271,452 $106.6M
Wellington Management Group LLP 0.02% Add +257.6% 1,236,255 $103.7M
Raymond James Financial Inc. 0.04% Add +3.3% 1,222,381 $102.5M
Federated Hermes, Inc. 0.22% Add +5.2% 1,221,159 $102.4M
California State Teachers Retirement System 0.12% Reduce -2.6% 1,181,313 $99.1M
Skandinaviska Enskilda Banken AB (publ) 0.47% Add +85.0% 1,148,026 $96.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Reduce -9.6% 1,137,454 $95.4M
AustralianSuper Pty Ltd 0.52% New 1,102,919 $92.5M
Marshall Wace, LLP 0.12% Reduce -55.1% 1,058,844 $88.8M
Thrivent Financial for Lutherans 0.20% Reduce -1.9% 1,054,991 $88.4M
Bridgewater Associates 0.41% Add +5.7% 1,047,205 $87.8M
Canada Pension Plan Investment Board 0.08% Add +17.8% 1,037,622 $87.0M
TCW Group Inc. 0.76% Add +1.9% 1,010,575 $84.8M
Mondrian Investment Partners LTD 1.45% Add +3.8% 1,008,568 $84.6M
Sei Investments Co. 0.11% Reduce -8.0% 993,967 $83.4M
Alliancebernstein L.P. 0.03% Add +0.0% 968,759 $81.2M
Credit Agricole S A 0.30% Add +2.1% 955,532 $80.1M
Aviva PLC 0.19% Add +10.2% 916,972 $76.9M
Schroder Investment Management Group 0.08% Reduce -3.3% 890,142 $74.7M
Principal Financial Group Inc. 0.04% Add +1.4% 871,686 $73.1M
Bank of Montreal 0.04% Reduce -0.1% 865,731 $72.6M
Zacks Investment Management 0.67% Add +1.4% 857,862 $71.9M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -17.4% 854,845 $71.7M
Victory Capital Management Inc. 0.07% Reduce -67.3% 827,486 $69.4M
New York State Common Retirement Fund 0.10% Reduce -7.5% 810,834 $68.0M
Swedbank AB 0.09% Add +1.5% 809,573 $67.9M
Captrust Financial Advisors 0.17% Reduce -0.2% 804,552 $67.5M
Miller Howard Investments Inc. 2.10% Reduce -25.3% 788,144 $66.1M
M&G PLC 0.43% Reduce -4.0% 781,844 $65.7M
Man Group plc 0.20% Reduce -51.5% 767,619 $64.4M
O'shaughnessy Asset Management, LLC 0.51% Reduce -3.1% 762,287 $63.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -5.9% 758,602 $63.6M
State Board of Administration of Florida Retirement System 0.13% Reduce -4.3% 752,305 $63.1M
Lazard Asset Management LLC 0.10% Reduce -22.1% 732,448 $61.4M
Macquarie Group Ltd. 0.07% Add +12.2% 711,131 $59.6M
Primecap Management Co. 0.05% No change 706,900 $59.3M
CORDA Investment Management, LLC. 4.55% Reduce -3.5% 681,910 $57.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.42% — 680,559 $57.1M
Candriam S.C.A. 0.36% Reduce -15.3% 679,669 $57.0M
Balyasny Asset Management L.P. 0.14% Add +2839.5% 674,320 $56.6M
New York State Teachers Retirement System 0.13% Reduce -1.6% 666,419 $55.9M
Federation des caisses Desjardins du Quebec 0.28% Add +58.8% 663,812 $55.7M
Acadian Asset Management LLC 0.16% Reduce -68.7% 661,171 $55.4M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -3.6% 655,016 $54.9M
Aberdeen Group plc 0.10% Reduce -56.3% 612,480 $50.8M
National Bank of Canada 0.06% Add +32.2% 597,931 $50.2M
Storebrand Asset Management As 0.16% Add +15.8% 590,312 $49.5M
Korea Investment CORP 0.12% Reduce -6.0% 588,261 $49.3M
Yacktman Asset Management 0.63% Reduce -52.7% 573,868 $48.1M
Private Management Group Inc. 1.68% Reduce -2.7% 560,710 $47.0M
STRS Ohio 0.19% Reduce -8.4% 547,130 $45.9M
Russell Investments Group, Ltd. 0.06% Reduce -35.1% 543,183 $45.5M
LPL Financial LLC 0.02% Add +16.7% 523,554 $43.9M
Vest Financial, LLC 0.67% New 513,808 $43.1M
Pictet Asset Management Holding SA 0.05% Add +2.2% 495,869 $41.6M
State of Wisconsin Investment Board 0.11% Reduce -10.4% 492,287 $41.3M
NewEdge Advisors, LLC 0.24% Add +12.3% 486,516 $40.8M
First Horizon Advisors, Inc. 1.10% Reduce -6.0% 466,610 $39.1M
Intech Investment Management LLC 0.39% Add +4.6% 455,186 $38.2M
Jacobs Levy Equity Management, Inc. 0.15% Reduce -0.2% 454,503 $38.1M
NorthCoast Asset Management LLC 0.19% Reduce -2.1% 447,332 $37.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.9% 435,306 $36.5M
Allspring Global Investments Holdings, LLC 0.06% Reduce -25.9% 431,783 $36.2M
Levin Capital Strategies, L.P. 3.80% Reduce -3.3% 426,722 $35.8M
LFL Advisers, LLC 15.58% Reduce -2.6% 424,631 $35.6M
Danske Bank A/S 0.11% Reduce -8.7% 422,932 $35.5M
Brandywine Global Investment Management, LLC 0.25% Reduce -5.3% 412,388 $34.6M
Conning Inc. 1.27% Reduce -12.1% 411,964 $34.6M
Jane Street Group, LLC 0.06% Add +14.4% 411,552 $34.5M
Azimuth Capital Investment Management LLC 1.37% Reduce -1.2% 408,915 $34.3M
Matrix Asset Advisors Inc. 3.72% Reduce -17.8% 402,272 $33.7M
Shelton Capital Management 0.79% Add +175.9% 395,545 $33.2M
HighTower Advisors, LLC 0.04% Reduce -4.0% 390,490 $32.8M
QRG Capital Management, Inc. 0.34% Add +13.9% 386,154 $32.4M
Allianz Asset Management GmbH 0.05% Add +12.3% 384,646 $32.3M
Jupiter Asset Management Ltd. 0.31% Reduce -54.5% 384,086 $32.2M
Tidal Investments LLC 0.27% Add +26.5% 382,669 $32.1M
AXA S.A. 0.11% Reduce -18.8% 381,425 $32.0M
Illinois Municipal Retirement Fund 0.46% Add +27.7% 380,192 $31.9M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -1.3% 379,306 $31.8M
Mercer Global Advisors Inc. 0.07% Add +3.0% 376,130 $31.5M
Sabal Trust CO 1.75% Reduce -2.0% 374,780 $31.4M
LGT Group Foundation 0.43% Add +125.8% 373,577 $31.3M
KLP Kapitalforvaltning As 0.15% Add +1.1% 372,610 $31.3M
Royal London Asset Management Ltd. 0.07% Add +13.2% 367,297 $30.8M
APG Asset Management N.V. 0.10% Reduce -1.9% 395,500 $30.7M
Foundry Partners, LLC 1.60% Reduce -5.4% 360,999 $30.3M
TD Asset Management Inc 0.03% Add +31.3% 351,314 $29.5M
Panagora Asset Management Inc. 0.14% Reduce -37.2% 340,134 $28.5M
Corient Private Wealth LP 0.05% Add +1.4% 340,067 $28.5M
Cannell & Spears LLC 0.60% Reduce -2.4% 335,017 $28.1M
Natixis Advisors, LLC 0.05% Add +17.1% 334,905 $28.1M
Cwm, LLC 0.11% Reduce -5.5% 331,511 $27.8M
Asset Management One Co., Ltd. 0.10% Add +4.8% 331,393 $27.8M
Zurich Insurance Group Ltd 0.23% Reduce -53.3% 331,116 $27.8M
Treasurer of the State of North Carolina 0.11% Reduce -1.4% 328,943 $27.6M
Dana Investment Advisors, Inc. 0.94% Reduce -10.1% 314,087 $26.3M
Toronto Dominion Bank 0.07% Reduce -25.4% 307,151 $25.8M
Martingale Asset Management L P 0.64% Reduce -5.0% 300,687 $25.2M
Delta Asset Management LLC 2.36% Reduce -1.6% 296,887 $24.9M
Cetera Investment Advisers 0.05% Add +14.7% 293,722 $24.6M
Handelsbanken Fonder AB 0.10% Reduce -13.9% 291,543 $24.5M
Meeder Asset Management Inc. 1.62% Add +0.1% 285,528 $23.9M
Calamos Advisors LLC 0.16% Add +54.9% 284,123 $23.8M
Achmea Investment Management B.V. 0.35% Add +3.5% 282,925 $23.7M
Capital Fund Management S.A. 0.30% Add +128.1% 281,137 $23.6M
Matthew Goff Investment Advisor, LLC 4.30% Reduce -1.3% 278,285 $23.3M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -7.2% 277,116 $23.2M
Public Employees Retirement System of Ohio 0.08% Reduce -7.1% 272,553 $22.9M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -47.2% 272,057 $22.8M
Debussy Capital Management LP 3.61% Reduce -13.1% 267,138 $22.4M
J. Safra Sarasin Holding AG 0.41% Reduce -8.0% 267,129 $22.4M
Teacher Retirement System of Texas 0.09% Reduce -54.9% 263,988 $22.1M
MML Investors Services, LLC 0.07% Add +8.4% 258,572 $21.7M
State of Tennessee, Department of Treasury 0.08% Reduce -20.3% 258,462 $21.7M
DekaBank Deutsche Girozentrale 0.04% Reduce -1.1% 262,361 $21.5M
Prudential PLC 0.11% Reduce -15.5% 255,303 $21.4M
Stifel Financial Corp. 0.02% Add +0.7% 250,997 $21.1M
Forsta Ap-Fonden 0.16% Add +6.5% 246,500 $20.7M
Hikari Power Ltd 1.63% No change 244,800 $20.5M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -1.7% 242,493 $20.3M
Walleye Capital LLC 0.25% Reduce -12.2% 242,066 $20.3M
PNC Financial Services Group, Inc. 0.01% Add +0.1% 241,822 $20.3M
Glenmede Trust Co. NA 0.11% Reduce -33.0% 241,351 $20.2M
State of New Jersey Common Pension Fund D 0.09% Reduce -10.5% 235,625 $19.8M
Rafferty Asset Management, LLC 0.08% Reduce -8.3% 235,283 $19.7M
Quantinno Capital Management LP 0.13% Add +57.6% 235,138 $19.7M
Resona Asset Management Co.,Ltd. 0.11% Add +6.0% 233,854 $19.6M
Nomura Asset Management Co. Ltd. 0.06% Add +1.1% 230,728 $19.4M
Cacti Asset Management LLC 1.50% No change 233,565 $19.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +29.1% 223,438 $18.7M
Auxier Asset Management LLC 2.73% Reduce -1.1% 218,276 $18.3M
Arizona State Retirement System 0.12% Add +2.1% 216,132 $18.1M
US Bancorp \de 0.02% Reduce -1.1% 214,543 $18.0M
Exchange Traded Concepts, LLC 0.32% Add +27.1% 212,367 $17.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Add +0.3% 212,168 $17.8M
Ilmarinen Mutual Pension Insurance Co 0.16% No change 210,000 $17.6M
State of Michigan Retirement System 0.10% Reduce -1.3% 206,055 $17.3M
Mariner, LLC 0.03% Add +4.9% 203,166 $17.0M
PGGM Investments 0.23% No change 200,252 $16.8M
Galvin, Gaustad & Stein, LLC 1.52% Reduce -9.5% 199,387 $16.7M
Los Angeles Capital Management LLC 0.07% Reduce -21.1% 198,977 $16.7M
Segall Bryant & Hamill, LLC 0.25% Reduce -2.4% 192,638 $16.2M
Public Sector Pension Investment Board 0.07% Reduce -38.0% 191,861 $16.1M
Dakota Wealth Management 0.38% Add +9.8% 191,685 $16.1M
Corebridge Financial, Inc. 0.09% Reduce -4.9% 187,274 $15.7M
MetLife Investment Management, LLC 0.08% Reduce -3.2% 186,421 $15.6M
GMO 0.05% Reduce -36.1% 184,576 $15.5M
Ensign Peak Advisors, Inc 0.03% Add +13.9% 184,230 $15.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +121.8% 183,602 $15.4M
Westchester Capital Management, Inc. 3.82% Reduce -0.4% 183,140 $15.4M
AMF Tjanstepension AB 0.11% No change 178,640 $15.0M
Ethic Inc. 0.30% Add +15.4% 174,532 $14.6M
Osaic Holdings, Inc. 0.03% Reduce -27.3% 173,765 $14.6M
Isthmus Partners, LLC 1.82% Reduce -24.8% 173,509 $14.6M
Commonwealth Equity Services, LLC 0.02% Add +6.3% 172,529 $14.5M
Brown Advisory Inc. 0.02% Reduce -5.6% 171,507 $14.4M
Edgar Lomax Co. 0.89% Reduce -17.3% 169,249 $14.2M
Swiss Life Asset Management Ltd 0.10% Reduce -3.1% 168,176 $14.1M
ProShare Advisors LLC 0.03% Add +7.9% 168,080 $14.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +25.2% 169,662 $14.0M
Novare Capital Management LLC 1.23% Reduce -6.0% 167,110 $14.0M
Trillium Asset Management, LLC 0.40% Reduce -6.2% 166,398 $14.0M
Boston Common Asset Management, LLC 0.42% Add +21.3% 166,180 $13.9M
Czech National Bank 0.13% Add +4.6% 164,840 $13.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +6.2% 164,124 $13.8M
Citizens Financial Group Inc. 0.27% Add +31.3% 163,677 $13.7M
Twin Tree Management, LP 0.30% Add +109.0% 162,941 $13.7M
Creative Planning 0.01% Add +18.6% 162,409 $13.6M
Comerica Bank 0.06% Add +9.3% 159,880 $13.4M
Cibc World Market Inc. 0.03% Reduce -18.3% 159,842 $13.4M
Financial Engines Advisors L.L.C. 0.03% Reduce -11.1% 159,826 $13.4M
Varma Mutual Pension Insurance Co 0.11% Reduce -9.2% 155,590 $13.0M
IFM Investors Pty Ltd 0.14% No change 155,142 $13.0M
Retirement Systems of Alabama 0.05% Reduce -2.0% 154,222 $12.9M
Polar Capital Holdings Plc 0.08% New 151,086 $12.7M
Smithfield Trust Co 0.63% Reduce -0.6% 148,800 $12.5M
Greystone Financial Group, LLC 2.26% Reduce -5.5% 148,576 $12.5M
Tweedy, Browne Co LLC 1.10% Reduce -5.3% 148,501 $12.5M
ASR Vermogensbeheer N.V. 0.18% — 145,226 $12.2M
South Dakota Investment Council 0.24% Reduce -1.6% 140,685 $11.8M
Twinbeech Capital LP 0.21% Add +2513.0% 140,423 $11.8M
Cardinal Capital Management 1.82% Reduce -1.6% 140,226 $11.8M
Amalgamated Bank 0.10% Add +0.2% 140,202 $11.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -2.9% 137,251 $11.5M
DNB Asset Management AS 0.05% Reduce -1.4% 135,859 $11.4M
Fisher Funds Management LTD 0.28% No change 135,202 $11.3M
UMB Bank, n.a. 0.19% Add +37.1% 134,278 $11.3M
CIBC Private Wealth Group LLC 0.02% Add +3.9% 152,317 $11.2M
Raiffeisen Bank International AG 0.18% Add +50.6% 133,261 $11.0M
&partners 0.12% Add +3.3% 133,386 $11.0M
Transform Wealth, LLC 0.67% Add +4.0% 131,101 $11.0M
TD Waterhouse Canada Inc. 0.09% Add +93.0% 131,275 $11.0M
Janney Montgomery Scott LLC 0.03% Reduce -8.6% 130,124 $10.9M
CIBC Asset Management Inc 0.04% Reduce -2.0% 126,870 $10.6M
Crossmark Global Holdings, Inc. 0.19% Add +6.8% 126,740 $10.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +1663.9% 126,592 $10.6M
Country Club Bank 0.71% Reduce -1.1% 128,241 $10.6M
USS Investment Management Ltd 0.08% Reduce -35.8% 125,609 $10.5M
Jefferies Financial Group Inc. 0.19% Reduce -18.6% 122,797 $10.3M
Markel Group 0.09% No change 121,500 $10.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +86.8% 121,404 $10.2M
Utah Retirement Systems 0.12% Reduce -2.8% 118,950 $10.0M
Xponance LLC 0.10% Reduce -5.2% 117,795 $9.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.0% 115,007 $9.6M
American Assets Investment Management, LLC 0.84% No change 115,000 $9.6M
Vanguard Personalized Indexing Management, LLC 0.14% Add +8.2% 111,079 $9.3M
Abn Amro Investment Solutions 0.19% Add +43.0% 111,014 $9.3M
Janus Henderson Group PLC 0.01% Reduce -10.9% 110,719 $9.2M
Empowered Funds, LLC 0.13% Reduce -6.4% 108,625 $9.1M
Yousif Capital Management, LLC 0.11% Reduce -7.2% 108,345 $9.1M
Fifth Third Bancorp 0.03% Add +14.3% 107,490 $9.0M
New York Life Investment Management LLC 0.09% Reduce -1.7% 106,206 $8.9M
Kintegral Advisory, LLC 0.90% Reduce -0.3% 105,889 $8.9M
Susquehanna International Group, LLP 0.01% Reduce -67.2% 105,871 $8.9M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -2.3% 105,669 $8.9M
RPg Family Wealth Advisory, LLC 2.51% New 105,265 $8.8M
Clifford Swan Investment Counsel LLC 0.32% Reduce -3.3% 104,736 $8.8M
Visionary Wealth Advisors 0.53% Reduce -13.4% 104,566 $8.8M
Mackenzie Financial Corp. 0.01% Add +4.1% 104,252 $8.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +170.6% 104,037 $8.7M
Fiera Capital Corp 0.03% Add +19.2% 103,930 $8.7M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -1.8% 102,941 $8.6M
Neuberger Berman Group LLC 0.01% Add +1.7% 101,901 $8.5M
Daiwa Securities Group Inc. 0.04% Reduce -16.7% 101,676 $8.5M
RBF Capital, LLC 0.53% No change 100,000 $8.4M
Investment Management Corp of Ontario 0.17% Reduce -0.3% 99,664 $8.4M
Oak Associates Ltd. 0.61% Reduce -7.6% 97,758 $8.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -5.3% 95,193 $8.0M
Baird Financial Group, Inc. 0.02% Reduce -2.0% 94,723 $7.9M
Bradley Foster & Sargent Inc. 0.14% Reduce -1.0% 94,700 $7.9M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +164.2% 93,987 $7.9M
ProVise Management Group, LLC 0.67% Reduce -1.9% 93,914 $7.9M
Advisors Asset Management, Inc. 0.15% Add +19.4% 93,745 $7.9M
M&T Bank Corp 0.03% Add +1.4% 93,629 $7.9M
Hamel Associates, Inc. 2.67% Reduce -4.5% 93,620 $7.9M
Caisse de depot et placement du Quebec 0.02% Add +330.6% 93,004 $7.8M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -82.8% 91,814 $7.7M
Nissay Asset Management Corp. /Japan 0.05% Reduce -1.4% 90,474 $7.6M
Portland Global Advisors LLC 0.94% Reduce -0.5% 89,238 $7.5M
Boston Research & Management Inc. 1.84% Reduce -3.3% 89,037 $7.5M
Dorsey Wright & Associates 1.85% Add +2.3% 86,731 $7.3M
Cibc World Markets Corp. 0.06% Reduce -81.3% 86,567 $7.3M
Cerity Partners LLC 0.01% Add +42.0% 86,535 $7.3M
Pragma Gestao DE Patrimonio Ltd. 3.87% New 86,200 $7.2M
Qsemble Capital Management, LP 0.77% Add +975.8% 85,878 $7.2M
IFG Advisory, LLC 0.40% Reduce -1.9% 85,546 $7.2M
Worldquant Millennium Advisors LLC 0.04% Add +281.3% 84,951 $7.1M
Atria Investments, Inc 0.09% Add +4.0% 84,426 $7.1M
State of Alaska, Department of Revenue 0.08% Add +1.4% 84,104 $7.1M
Mutual of America Capital Management LLC 0.08% Reduce -4.2% 83,463 $7.0M
Chase Investment Counsel Corp. 2.56% Add +1.8% 83,185 $7.0M
Cinctive Capital Management LP 0.55% New 81,849 $6.9M
Wealthfront Advisers LLC 0.02% Add +7.8% 81,799 $6.9M
Bank of Nova Scotia 0.02% Reduce -65.4% 81,533 $6.8M
Stolper Co 2.23% Reduce -0.6% 81,088 $6.8M
Keybank National Association 0.03% Add +0.1% 80,183 $6.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -48.5% 80,027 $6.7M
Barbara Oil Co. 2.72% No change 80,000 $6.7M
Caisse Des Depots Et Consignations 0.32% Reduce -5.6% 79,894 $6.7M
Dean Investment Associates, LLC 0.98% Add +1.9% 79,378 $6.7M
Sterling Capital Management LLC 0.10% Reduce -14.1% 78,568 $6.6M
OP Asset Management Ltd 0.11% — 77,393 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.7% 77,278 $6.5M
Erste Asset Management GmbH 0.08% Reduce -28.4% 78,241 $6.5M
Pathstone Holdings, LLC 0.03% Add +2.5% 77,034 $6.5M
Burney Co./ 0.23% Reduce -0.7% 76,762 $6.4M
MAI Capital Management 0.05% Reduce -2.1% 76,187 $6.4M
Motco 0.66% Reduce -13.4% 75,001 $6.3M
Railway Pension Investments Ltd 0.09% No change 74,100 $6.2M
Generali Asset Management SPA SGR 0.15% Reduce -24.7% 73,907 $6.2M
Pacer Advisors, Inc. 0.02% Reduce -36.2% 73,402 $6.2M
Bokf, NA 0.11% Reduce -6.7% 71,499 $6.0M
Sound Income Strategies, LLC 0.35% Add +9.0% 71,218 $6.0M
Point72 Europe (London) LLP 0.41% New 71,100 $6.0M
Assetmark, Inc. 0.02% Add +20.6% 70,961 $6.0M
Butensky & Cohen Financial Security, Inc. 1.80% Reduce -8.9% 70,252 $5.9M
Hantz Financial Services, Inc. 0.10% Reduce -2.7% 68,940 $5.8M
Avantax Advisory Services, Inc. 0.03% Add +7.1% 67,927 $5.7M
Garland Capital Management Inc. 5.29% Reduce -13.8% 67,390 $5.7M
Rathbones Group PLC 0.03% Reduce -13.4% 66,485 $5.6M
Wealth Advisors of Tampa Bay, LLC 2.26% Reduce -2.3% 66,165 $5.5M
Spire Wealth Management 0.18% Add +678.1% 66,090 $5.5M
Rakuten Investment Management, Inc. 0.02% — 65,597 $5.4M
Shayne & Jacobs, LLC 1.32% No change 64,037 $5.4M
Pinnacle Associates Ltd. 0.08% Reduce -7.0% 63,613 $5.3M
Lighthouse Investment Partners, LLC 0.24% New 63,053 $5.3M
Benson Investment Management Company, Inc. 2.29% New 62,704 $5.3M
Oregon Public Employees Retirement Fund 0.10% Reduce -1.1% 61,658 $5.2M
Barnes Dennig Private Wealth Management LLC 7.74% — 61,022 $5.1M
Westpac Banking Corp. 0.38% Reduce -16.3% 60,973 $5.1M
ExodusPoint Capital Management, LP 0.07% New 60,919 $5.1M
Woodline Partners LP 0.03% Add +38.9% 60,633 $5.1M
SG Americas Securities, LLC 0.02% Reduce -21.9% 60,534 $5.1M
Kestra Private Wealth Services, LLC 0.08% Add +43.3% 60,521 $5.1M
Cantor Fitzgerald Investment Advisors L.P. 0.37% Reduce -69.3% 60,057 $5.0M
NJ State Employees Deferred Compensation Plan 0.65% No change 60,038 $5.0M
Nordea Investment Management AB 0.01% Reduce -3.1% 60,278 $5.0M
Promethos Capital, LLC 1.78% Reduce -2.5% 57,896 $4.9M
Mizuho Securities USA LLC 0.10% Reduce -16.6% 57,464 $4.8M
First American Trust, FSB 0.44% Add +6.0% 57,294 $4.8M
Lincoln Capital LLC 1.00% Reduce -0.2% 62,785 $4.8M
NEOS Investment Management LLC 0.09% Add +22.3% 57,041 $4.8M
UniSuper Management Pty Ltd 0.04% Add +2.0% 56,634 $4.7M
Teachers Retirement System of the State of Kentucky 0.04% Add +2.6% 56,103 $4.7M
Steward Partners Investment Advisory, LLC 0.04% Reduce -39.2% 56,084 $4.7M
Rockefeller Capital Management L.P. 0.01% Reduce -6.5% 55,561 $4.7M
Private Advisor Group, LLC 0.03% Add +2.2% 55,294 $4.6M
Andra AP-fonden 0.08% Reduce -7.7% 55,100 $4.6M
Assenagon Asset Management S.A. 0.01% Reduce -3.2% 53,889 $4.5M
Arkadios Wealth Advisors 0.17% Add +2.4% 53,701 $4.5M
Avanza Fonder AB 0.15% Reduce -1.4% 53,324 $4.5M
Wakefield Asset Management LLLP 1.35% Reduce -16.3% 53,292 $4.5M
Patton Fund Management, Inc. 1.08% Reduce -23.0% 53,217 $4.5M
Estabrook Capital Management 0.72% Reduce -2.8% 53,177 $4.5M
Metis Global Partners, LLC 0.12% Add +7.9% 52,612 $4.4M
Impact Asset Management GmbH 1.72% New 52,320 $4.4M
Pinkerton Wealth, LLC 0.57% Reduce -9.8% 52,233 $4.4M
Atria Wealth Solutions, Inc. 0.05% Add +9.9% 51,863 $4.3M
BNP Paribas 0.18% Add +6001.3% 51,861 $4.3M
Sequoia Financial Advisors, LLC 0.03% Reduce -0.6% 51,803 $4.3M
OMERS ADMINISTRATION Corp 0.04% Add +3.2% 51,650 $4.3M
Verition Fund Management LLC 0.03% Reduce -11.5% 51,588 $4.3M
L & S Advisors Inc 0.61% New 51,240 $4.3M
Caprock Group, LLC 0.13% Add +22.6% 51,204 $4.3M
TrueMark Investments, LLC 1.12% New 51,050 $4.3M
Central Pacific Bank - Trust Division 0.62% Reduce -5.5% 50,714 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -1.0% 50,660 $4.2M
BNC Wealth Management, LLC 1.53% Add +0.1% 50,549 $4.2M
Boyar Asset Management Inc. 3.07% Reduce -6.2% 50,498 $4.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.58% New 50,368 $4.2M
Citadel Advisors 0.00% Reduce -64.3% 50,190 $4.2M
Neville Rodie & Shaw Inc. 0.33% No change 49,935 $4.2M
Shell Asset Management Co. 0.20% Reduce -4.5% 49,783 $4.2M
Signature Wealth Management Group 1.61% Reduce -17.7% 49,126 $4.1M
Kentucky Retirement Systems 0.13% Reduce -3.2% 49,071 $4.1M
Summit Global Investments 0.30% New 48,854 $4.1M
Poehling Capital Management, INC. 1.03% Reduce -1.0% 48,717 $4.1M
Plato Investment Management Ltd 0.34% Reduce -20.8% 48,007 $4.1M
Vontobel Holding Ltd. 0.01% Add +135.8% 48,486 $4.1M
Longbow Finance SA 0.48% Reduce -17.7% 47,901 $4.0M
Delta Financial Advisors LLC 1.49% Reduce -0.8% 47,280 $4.0M
Alaska Permanent Fund Corp 0.06% No change 48,879 $3.9M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -24.3% 46,663 $3.9M
Park Avenue Securities LLC 0.05% Add +18.8% 46,615 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.0% 46,525 $3.9M
Alpha Omega Wealth Management LLC 0.74% Reduce -15.6% 46,207 $3.9M
Sit Investment Associates Inc. 0.09% Reduce -19.8% 45,960 $3.9M
Graham Capital Management, L.P. 0.18% New 45,960 $3.9M
Archford Capital Strategies, LLC 0.56% New 45,672 $3.8M
Choreo, LLC 0.06% Reduce -13.8% 45,595 $3.8M
FORA Capital, LLC 0.39% Add +813.4% 45,468 $3.8M
World Investment Advisors 0.10% Add +8.2% 45,254 $3.8M
Compound Planning, Inc. 0.17% Add +382.0% 45,123 $3.8M
Prosperity Consulting Group, LLC 0.29% Add +12.9% 45,072 $3.8M
1832 Asset Management L.P. 0.01% Reduce -19.1% 44,659 $3.7M
Nisa Investment Advisors, LLC 0.02% Reduce -69.6% 43,911 $3.7M
Hartford Investment Management Co. 0.13% Reduce -2.8% 43,795 $3.7M
AdvisorNet Financial, Inc 0.27% Reduce -3.9% 43,082 $3.6M
Impax Asset Management Group plc 0.02% Add +3.6% 42,510 $3.6M
Diversified Trust Co. 0.09% Reduce -15.9% 42,199 $3.5M
CWA Asset Management Group, LLC 0.17% Add +8.1% 42,159 $3.5M
Ieq Capital, LLC 0.03% Add +25.3% 41,893 $3.5M
SCS Capital Management LLC 0.04% New 41,816 $3.5M
Alerus Financial NA 0.28% Add +110.8% 41,243 $3.5M
Murphy Pohlad Asset Management LLC 1.46% Reduce -3.0% 40,945 $3.4M
Gulf International Bank (UK) Ltd 0.12% Reduce -29.6% 40,729 $3.4M
Integrated Wealth Concepts LLC 0.04% Reduce -6.6% 40,128 $3.4M
King Luther Capital Management Corp. 0.02% Reduce -0.5% 40,069 $3.4M
Axxcess Wealth Management, LLC 0.09% Add +117.2% 40,045 $3.4M
D L Carlson Investment Group Inc. 0.64% Reduce -1.0% 39,987 $3.4M
Great Lakes Advisors, LLC 0.03% Add +3.2% 39,976 $3.4M
VestGen Advisors, LLC 0.15% — 39,923 $3.3M
Ashton Thomas Private Wealth, LLC 0.13% Add +20.8% 39,896 $3.3M
Elo Mutual Pension Insurance Co 0.07% Reduce -47.1% 39,799 $3.3M
Alpine Woods Capital Investors, LLC 0.83% Reduce -52.4% 39,227 $3.3M
CW Advisors, LLC 0.04% Add +0.5% 39,166 $3.3M
Forte Capital LLC 0.39% Add +0.2% 39,006 $3.3M
Allianz SE 0.09% No change 38,867 $3.3M
Louisiana State Employees Retirement System 0.06% Reduce -1.3% 38,600 $3.2M
Engineers Gate Manager LP 0.05% Add +24.4% 38,249 $3.2M
Securian Asset Management, Inc. 0.10% Reduce -2.7% 38,016 $3.2M
Teamwork Financial Advisors, LLC 0.44% Add +2.6% 37,929 $3.2M
Vinva Investment Management Ltd 0.13% Add +1.5% 38,383 $3.2M
Norinchukin Bank, The 0.06% Add +14.4% 37,829 $3.2M
Lido Advisors, LLC 0.02% Add +9.6% 37,746 $3.2M
Graphene Investments SAS 2.30% Reduce -11.7% 37,600 $3.2M
Oppenheimer & Co. Inc. 0.05% Add +7.4% 37,089 $3.1M
Moors & Cabot, Inc. 0.16% Add +3.7% 36,970 $3.1M
Clearbridge Investments, LLC 0.00% Reduce -2.4% 36,956 $3.1M
Intrinsic Value Partners, LLC 3.06% Reduce -5.4% 36,934 $3.1M
Edgestream Partners, L.P. 0.10% Add +4.2% 36,393 $3.1M
Convergence Investment Partners, LLC 0.84% Reduce -0.9% 36,385 $3.1M
Callan Family Office, LLC 0.23% Reduce -5.5% 36,296 $3.0M
Trilogy Capital Inc. 0.16% Reduce -9.4% 36,258 $3.0M
Family Manage LLC 0.50% Add +3.4% 36,146 $3.0M
CSM Advisors, LLC 0.17% Reduce -67.6% 36,083 $3.0M
Gladstone Institutional Advisory LLC 0.14% Add +116.0% 35,976 $3.0M
SVB Wealth LLC 0.12% Reduce -20.6% 35,862 $3.0M
Falcon Wealth Planning 0.33% Add +0.1% 35,547 $3.0M
Aspen Grove Capital, LLC 0.57% Add +0.2% 35,126 $2.9M
Concurrent Investment Advisors, LLC 0.07% Reduce -14.0% 35,062 $2.9M
Northstar Advisory Group, LLC 1.90% New 34,675 $2.9M
Joel Isaacson & Co., LLC 0.13% Add +3.3% 34,657 $2.9M
LGT Fund Management Co Ltd. 0.26% No change 34,554 $2.9M
Focus Partners Wealth 0.01% Add +1.7% 34,424 $2.9M
Evelyn Partners Investment Management LLP 0.10% Add +3661.2% 34,415 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 34,197 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +6.6% 34,184 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +6.6% 34,184 $2.9M
New Mexico Educational Retirement Board 0.10% Reduce -3.4% 33,960 $2.8M
Delta Capital Management LLC 1.67% Reduce -3.3% 33,785 $2.8M
First Manhattan Co. Llc. 0.01% No change 33,698 $2.8M
Maryland State Retirement & Pension System 0.07% Reduce -14.7% 33,650 $2.8M
Silvercrest Asset Management Group LLC 0.02% Add +2.0% 33,615 $2.8M
Allstate Corp. 0.08% Add +55.7% 33,599 $2.8M
Bragg Financial Advisors, Inc 0.11% Reduce -2.6% 33,203 $2.8M
Praxis Investment Management Inc. 0.19% No change 32,984 $2.8M
Baxter Bros Inc. 0.36% Reduce -8.7% 32,862 $2.8M
Aft, Forsyth & Sober, LLC 0.95% Add +0.8% 32,500 $2.7M
McKinley Carter Wealth Services, Inc. 0.17% Add +5.6% 32,477 $2.7M
Dean Capital Management 1.18% Add +2.3% 32,339 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +2.5% 32,130 $2.7M
Banque Cantonale Vaudoise 0.12% — 32,027 $2.7M
Vident Advisory, LLC 0.04% Reduce -39.0% 31,956 $2.7M
Douglass Winthrop Advisors, LLC 0.05% Reduce -0.2% 31,943 $2.7M
Stephens Inc. 0.04% Reduce -65.2% 31,688 $2.7M
Vivid Wealth Management, LLC 1.32% Add +7.6% 31,413 $2.6M
Louisbourg Investments Inc. 0.71% Reduce -1.3% 43,523 $2.6M
Commerce Bank 0.02% Add +3.5% 30,923 $2.6M
Granite Group Advisors, LLC 1.78% Reduce -21.5% 30,537 $2.6M
Genus Capital Management Inc. 0.37% — 30,510 $2.6M
Johnson Investment Counsel Inc. 0.02% Reduce -3.4% 30,345 $2.5M
Townsquare Capital LLC 0.03% Add +2.5% 30,272 $2.5M
Peapack Gladstone Financial Corp. 0.04% Add +9.1% 30,084 $2.5M
Marietta Investment Partners LLC 0.61% Add +500.9% 30,051 $2.5M
E. Ohman J:or Asset Management AB 0.07% Reduce -13.8% 30,003 $2.5M
CGN Advisors LLC 0.25% Reduce -12.8% 29,868 $2.5M
HB Wealth Management, LLC 0.02% Add +58.6% 29,849 $2.5M
Millington Financial Advisors, LLC 1.53% New 32,143 $2.5M
Woodstock Corp. 0.25% No change 29,747 $2.5M
Twin Capital Management Inc. 0.29% Reduce -1.1% 29,716 $2.5M
Edgewood Management LLC 0.01% No change 29,704 $2.5M
Borer Denton & Associates, Inc. 0.88% Add +2.1% 29,609 $2.5M
Gotham Asset Management 0.02% Add +2.5% 29,416 $2.5M
Bailard, Inc. 0.06% Add +28.2% 29,341 $2.5M
Agf Management Ltd. 0.01% Reduce -13.2% 29,331 $2.5M
Shilanski & Associates, Inc. 0.76% Add +254.9% 29,221 $2.5M
Ritholtz Wealth Management 0.07% Add +0.8% 29,170 $2.4M
Greenleaf Trust 0.02% Reduce -0.2% 29,085 $2.4M
Thoroughbred Financial Services, LLC 0.15% Add +189.3% 28,672 $2.4M
AG2R La Mondiale Gestion D'actifs 0.13% — 27,032 $2.4M
Morningstar Investment Services LLC 0.44% Reduce -49.9% 28,472 $2.4M
Scotia Capital Inc. 0.01% Add +93.3% 28,081 $2.4M
Carnegie Lake Advisors LLC 0.95% Reduce -6.6% 28,017 $2.4M
Inlet Private Wealth, LLC 0.61% Reduce -5.1% 27,950 $2.3M
Argent Trust Co 0.10% Add +2.8% 27,816 $2.3M
Bessemer Group Inc. 0.00% Reduce -65.3% 27,782 $2.3M
Cary Street Partners Financial LLC 0.07% Add +1.2% 27,672 $2.3M
Wolf Group Capital Advisors 0.78% Reduce -20.5% 27,621 $2.3M
Davis Capital Management 1.83% Reduce -7.4% 27,311 $2.3M
Abner Herrman & Brock LLC 0.29% No change 27,175 $2.3M
Parallax Volatility Advisers, L.P. 0.09% Add +450216.7% 27,019 $2.3M
Ofi Invest Asset Management 0.06% Add +1.2% 29,073 $2.3M
Wilmington Savings Fund Society, FSB 0.04% Add +1.4% 26,647 $2.2M
Apollon Wealth Management, LLC 0.05% Add +21.2% 26,570 $2.2M
PKS Advisory Services, LLC 0.61% Add +1.2% 26,544 $2.2M
Beck Mack & Oliver LLC 0.04% Reduce -2.0% 26,468 $2.2M
Cobblestone Capital Advisors LLC 0.12% Reduce -0.8% 26,363 $2.2M
Ascent Wealth Partners, LLC 0.30% Reduce -0.0% 26,358 $2.2M
Waratah Capital Advisors Ltd. 0.15% New 26,317 $2.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.56% Add +2.8% 26,202 $2.2M
Councilmark Asset Management, LLC 1.48% No change 26,194 $2.2M
Empirical Finance, LLC 0.13% Add +1.8% 26,136 $2.2M
Principal Securities, Inc. 0.05% No change 28,301 $2.2M
Pitcairn Co. 0.13% Add +0.1% 25,841 $2.2M
Sciencast Management LP 0.50% Reduce -34.7% 25,805 $2.2M
Hennion & Walsh Asset Management, Inc. 0.10% Add +111.8% 25,585 $2.1M
Advisory Services Network, LLC 0.04% Reduce -21.4% 25,541 $2.1M
Western Financial Corp 1.23% Add +467.3% 25,267 $2.1M
Ferguson Wellman Capital Management, Inc. 0.04% Add +1.6% 25,056 $2.1M
Paradigm Asset Management Co. LLC 0.56% No change 25,000 $2.1M
Allworth Financial LP 0.01% Reduce -0.9% 26,472 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -3.2% 24,553 $2.1M
Carret Asset Management, LLC 0.23% No change 24,350 $2.0M
iA Global Asset Management Inc. 0.04% Add +3.9% 24,320 $2.0M
Valley National Advisers Inc. 0.37% Reduce -5.7% 24,192 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -5.3% 24,054 $2.0M
Live Oak Investment Partners 1.59% New 24,031 $2.0M
Global Financial Private Client, LLC 0.77% Reduce -6.6% 23,939 $2.0M
Blair William & Co. 0.01% Reduce -2.8% 23,912 $2.0M
Millennium Management 0.00% Reduce -97.7% 23,898 $2.0M
Allen Wealth Management, LLC 1.37% Add +0.0% 23,772 $2.0M
Rodgers Brothers Inc. 0.26% Reduce -6.3% 23,675 $2.0M
Ascent Group, LLC 0.08% Add +52.4% 23,477 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 23,335 $2.0M
Fiduciary Family Office, LLC 0.65% New 23,303 $2.0M
Logan Capital Management Inc. 0.09% Reduce -16.7% 23,221 $1.9M
Premier Path Wealth Partners, LLC 0.30% Add +0.7% 23,214 $1.9M
Tiaa Trust, National Association 0.01% Add +7.3% 23,028 $1.9M
Verdence Capital Advisors LLC 0.15% Reduce -1.3% 23,025 $1.9M
Evergreen Capital Management LLC 0.06% Add +3.6% 22,884 $1.9M
Searle & Co. 0.55% No change 22,837 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.1% 22,826 $1.9M
Hudson Portfolio Management LLC 1.83% Reduce -2.9% 22,775 $1.9M
First National Trust Co 0.08% Reduce -0.9% 22,670 $1.9M
Nomura Holdings Inc. 0.01% Reduce -5.4% 22,647 $1.9M
Guggenheim Capital LLC 0.02% Add +18.6% 22,569 $1.9M
Savant Capital, LLC 0.02% Reduce -54.7% 22,542 $1.9M
Kanawha Capital Management LLC 0.14% Reduce -1.6% 22,211 $1.9M
Waverly Advisors, LLC 0.02% Add +13.6% 22,195 $1.9M
AIA Group Ltd 0.05% Add +4.8% 22,044 $1.8M
Natixis 0.01% Reduce -84.8% 22,229 $1.8M
USA Financial Formulas 0.30% Reduce -7.5% 21,664 $1.8M
Wynn Capital, LLC 1.08% No change 21,627 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Add +38.0% 21,329 $1.8M
Agate Pass Investment Management, LLC 0.76% Add +45.0% 21,240 $1.8M
Signature Wealth Management Partners, LLC 1.17% No change 21,237 $1.8M
Quadrant Capital Group LLC 0.07% Add +104.7% 21,133 $1.8M
Dynamic Advisor Solutions LLC 0.06% New 21,041 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -48.6% 20,901 $1.8M
Mount Lucas Management LP 0.82% Add +31.3% 20,814 $1.7M
Cresset Asset Management, LLC 0.01% Add +2.6% 20,662 $1.7M
Forum Financial Management, LP 0.03% New 20,499 $1.7M
WCG Wealth Advisors LLC 0.13% Reduce -9.6% 20,388 $1.7M
Element Pointe Advisors, LLC 0.41% Reduce -3.1% 20,337 $1.7M
Jones Financial Companies LLLP 0.00% Add +19.8% 20,495 $1.7M
Cherokee Insurance Co 0.75% No change 20,230 $1.7M
Tower Research Capital LLC (TRC) 0.05% Reduce -66.0% 20,394 $1.7M
Horizon Investments, LLC 0.05% Add +0.3% 19,839 $1.7M
Anchor Investment Management, LLC 0.15% Reduce -2.1% 19,531 $1.6M
LBP Am SA 0.03% Reduce -54.8% 19,483 $1.6M
Ballentine Partners, LLC 0.03% Reduce -1.6% 19,471 $1.6M
Bluespring Wealth Management, LLC 0.17% Reduce -10.0% 19,368 $1.6M
Rothschild Investment LLC 0.11% Reduce -0.1% 19,303 $1.6M
Meeder Advisory Services, Inc. 0.10% Add +12.4% 19,146 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.09% Reduce -6.3% 19,124 $1.6M
Mraz, Amerine & Associates, Inc. 0.28% Reduce -1.7% 19,370 $1.6M
Klingenstein Fields & Co. LP 0.07% No change 18,931 $1.6M
Donald L. Hagan, LLC 0.83% Add +2.7% 18,905 $1.6M
Gifford Fong Associates 0.39% No change 18,872 $1.6M
Tocqueville Asset Management L.P. 0.03% Reduce -3.5% 18,814 $1.6M
Hancock Whitney Corp. 0.05% Reduce -87.9% 18,756 $1.6M
Aspire Private Capital, LLC 0.39% Add +6.2% 18,752 $1.6M
Edgemoor Investment Advisors, Inc. 0.15% No change 18,718 $1.6M
Wilkins Investment Counsel Inc. 0.22% No change 18,700 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +6.0% 18,589 $1.6M
Beverly Hills Private Wealth, LLC 0.31% Add +1.7% 18,543 $1.6M
Sunesis Advisors, LLC 0.84% No change 18,436 $1.5M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -0.9% 18,238 $1.5M
SageView Advisory Group, LLC 0.07% Reduce -0.5% 18,178 $1.5M
Pekin Hardy Strauss, Inc. 0.18% Reduce -4.6% 17,766 $1.5M
Beacon Financial Group 0.16% Add +3.9% 17,693 $1.5M
CSS LLC 0.30% Add +0.3% 17,670 $1.5M
Gries Financial LLC 0.29% Reduce -15.9% 17,616 $1.5M
United Services Automobile Association 0.05% No change 17,726 $1.5M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +42.2% 17,462 $1.5M
AE Wealth Management LLC 0.01% Reduce -2.2% 17,348 $1.5M
Legacy Capital Group California, Inc. 0.50% Add +2.9% 17,271 $1.4M
Kingsview Wealth Management, LLC 0.03% Add +30.4% 17,201 $1.4M
Baldwin Wealth Partners LLC 0.10% No change 17,177 $1.4M
Mirova 0.26% No change 17,162 $1.4M
Ingalls & Snyder LLC 0.05% Reduce -1.2% 17,066 $1.4M
MUFG Securities EMEA plc 0.04% Reduce -86.9% 16,999 $1.4M
Voya Financial Advisors, Inc. 0.16% Add +1.5% 17,096 $1.4M
Legacy Bridge, LLC 0.79% Add +2.8% 16,788 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -11.9% 16,783 $1.4M
Welch Group, LLC 0.06% No change 16,936 $1.4M
GAMMA Investing LLC 0.11% Add +14.9% 16,692 $1.4M
Secured Retirement Advisors, LLC 0.90% New 16,590 $1.4M
Gateway Investment Advisers LLC 0.02% Add +3.0% 16,589 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.0% 16,584 $1.4M
Virtus Investment Advisers, LLC 0.38% Add +344.8% 16,456 $1.4M
Ostrum Asset Management 0.07% Reduce -1.5% 16,452 $1.4M
FCG Investment Co 0.87% New 16,431 $1.4M
IPG Investment Advisors LLC 0.31% New 16,430 $1.4M
Essex Financial Services, Inc. 0.10% Reduce -3.1% 16,398 $1.4M
Van Hulzen Asset Management, LLC 0.13% Add +0.2% 16,354 $1.4M
Columbia Asset Management 0.28% Reduce -8.9% 16,352 $1.4M
Commerzbank Aktiengesellschaft 0.03% Add +57.0% 16,018 $1.3M
Regions Financial Corp. 0.01% Add +0.5% 15,864 $1.3M
Wedbush Securities Inc. 0.05% Add +8.8% 15,856 $1.3M
Principle Wealth Partners LLC 0.10% No change 15,852 $1.3M
Signaturefd, LLC 0.03% Add +9.9% 15,836 $1.3M
Arjuna Capital 0.37% New 15,826 $1.3M
Park National Corp. 0.05% Reduce -0.7% 15,809 $1.3M
J.W. Cole Advisors, Inc. 0.04% Add +213.1% 15,735 $1.3M
McRae Capital Management Inc. 0.28% No change 15,628 $1.3M
Bfsg, LLC 0.16% Reduce -1.2% 15,551 $1.3M
Mission Wealth Management, LP 0.03% Add +5.1% 15,506 $1.3M
Picton Mahoney Asset Management 0.04% Add +1191.1% 15,493 $1.3M
Parsons Capital Management Inc. 0.07% Reduce -0.3% 15,427 $1.3M
Mediolanum International Funds Ltd 0.02% Reduce -3.1% 15,386 $1.3M
William B. Walkup & Associates, Inc. 0.77% Add +3.0% 15,149 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -5.3% 15,118 $1.3M
Guyasuta Investment Advisors Inc. 0.08% Reduce -3.2% 14,974 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.8% 14,955 $1.3M
Sompo Asset Management Co., Ltd. 0.23% Add +11.6% 14,930 $1.3M
Rossmore Private Capital 0.15% Add +197.6% 14,879 $1.2M
AXS Investments LLC 0.34% Reduce -11.8% 14,857 $1.2M
SouthState Bank Corp 0.06% Add +61.9% 14,852 $1.2M
Wealthspire Advisors, LLC 0.01% Add +0.8% 14,850 $1.2M
Nilsine Partners, LLC 0.14% Add +23.1% 14,834 $1.2M
Shufro Rose & Co. LLC 0.10% New 14,765 $1.2M
Arax Advisory Partners 0.08% Add +26.8% 14,732 $1.2M
Snowden Capital Advisors LLC 0.04% Add +49.2% 14,626 $1.2M
Ellevest, Inc. 0.08% Add +0.4% 14,571 $1.2M
Fifth Third Wealth Advisors LLC 0.06% Reduce -28.1% 14,562 $1.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.18% No change 14,500 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Add +35.4% 14,493 $1.2M
Whittier Trust Co. 0.02% Reduce -0.7% 14,422 $1.2M
Meriwether Wealth & Planning, LLC 0.79% Add +11.9% 14,345 $1.2M
Moody National Bank Trust Division 0.13% Reduce -3.3% 14,324 $1.2M
Brookstone Capital Management 0.02% Reduce -89.0% 14,306 $1.2M
Quantitative Investment Management, LLC 0.11% Reduce -52.0% 14,289 $1.2M
Bayesian Capital Management, LP 0.20% Add +84.4% 14,200 $1.2M
Capitolis Liquid Global Markets LLC 0.01% Reduce -23.7% 14,200 $1.2M
Mufg Securities Americas Inc. 0.14% Add +17.6% 14,170 $1.2M
Endeavor Private Wealth, Inc. 0.64% Add +434.0% 14,145 $1.2M
IHT Wealth Management, LLC 0.04% Add +6.5% 14,109 $1.2M
Coldstream Capital Management Inc. 0.03% Add +6.0% 14,087 $1.2M
FSB Premier Wealth Management, Inc. 0.46% Add +11.4% 14,010 $1.2M
WealthTrust Asset Management, LLC 0.87% Add +2.1% 13,962 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +1.9% 13,827 $1.2M
LVW Advisors, LLC 0.14% Reduce -1.7% 13,654 $1.1M
Wolverine Trading, LLC 0.04% Reduce -56.4% 13,825 $1.1M
Hunter Associates Investment Management LLC 0.18% Reduce -1.4% 13,600 $1.1M
Cullen/Frost Bankers, Inc. 0.02% Add +0.4% 13,619 $1.1M
Boston Family Office LLC 0.08% No change 13,609 $1.1M
Synovus Financial Corp. 0.01% Reduce -0.4% 13,538 $1.1M
Alliance Wealth Advisors, LLC 0.67% Reduce -5.7% 13,533 $1.1M
Cove Street Capital, LLC 1.76% Reduce -46.5% 13,343 $1.1M
Hudson Bay Capital Management LP 0.01% Reduce -90.5% 13,300 $1.1M
Merit Financial Group, LLC 0.02% Add +89.0% 13,296 $1.1M
Vestcor Inc 0.04% Reduce -55.1% 13,293 $1.1M
CenterBook Partners LP 0.07% Reduce -15.4% 13,093 $1.1M
BOCHK Asset Management Ltd 0.61% Reduce -82.0% 13,000 $1.1M
Peoples Bank 0.73% Reduce -1.1% 12,917 $1.1M
Frank, Rimerman Advisors LLC 0.09% No change 12,908 $1.1M
Valmark Advisers, Inc. 0.02% Add +1.1% 12,821 $1.1M
Ausdal Financial Partners, Inc. 0.08% Add +284.0% 12,749 $1.1M
Unique Wealth Strategies, LLC 0.48% Reduce -1.4% 12,730 $1.1M
Jacobi Capital Management LLC 0.08% Add +0.1% 12,707 $1.1M
New Age Alpha Advisors, LLC 0.05% Reduce -12.7% 12,699 $1.1M
WealthTrust Axiom LLC 0.32% No change 12,654 $1.1M
Fiduciary Trust Co 0.01% Reduce -1.7% 12,654 $1.1M
Penserra Capital Management LLC 0.02% Add +141.0% 12,655 $1.1M
Independent Advisor Alliance 0.04% Add +9.9% 12,623 $1.1M
Parallel Advisors, LLC 0.02% Add +1.1% 12,589 $1.1M
Redhawk Wealth Advisors, Inc. 0.14% Add +68.9% 12,512 $1.0M
Ontario Teachers Pension Plan Board 0.02% Add +1.1% 12,504 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -4.3% 12,447 $1.0M
Whitener Capital Management, Inc. 0.30% Reduce -3.0% 12,440 $1.0M
Bleakley Financial Group, LLC 0.03% Add +10.2% 12,392 $1.0M
Canada Post Corp Registered Pension Plan 0.46% New 12,337 $1.0M
Affinity Investment Advisors, LLC 0.83% Add +9.0% 12,223 $1.0M
Fulton Bank, N.A. 0.04% Reduce -6.8% 12,177 $1.0M
Transamerica Financial Advisors, LLC 0.10% Add +1.5% 12,168 $1.0M
Horizon Kinetics Asset Management LLC 0.01% No change 12,064 $1.0M
Harvest Fund Management Co., Ltd 0.05% Add +45.5% 12,025 $1.0M
Lanark Financial, Inc. 0.09% — 12,014 $1.0M
Aspen Investment Management Inc 0.46% Add +1.6% 11,944 $1.0M
Allegheny Financial Group 0.26% Reduce -0.1% 11,917 $999K
Integrity Alliance, Llc. 0.04% New 11,886 $997K
Commonwealth Retirement Investments LLC 0.41% Reduce -1.4% 11,863 $995K
1834 Investment Advisors Co. 0.13% No change 11,844 $993K
Schulhoff & Co. Inc. 0.44% Reduce -2.9% 11,825 $992K
First Citizens Bank & Trust Co. 0.03% Reduce -1.6% 11,825 $992K
Almanack Investment Partners, LLC. 0.20% Reduce -0.5% 11,753 $986K
Trivium Point Advisory, LLC 0.12% Add +5.0% 11,666 $978K
Outlook Wealth Advisors, LLC 0.27% Reduce -1.0% 11,646 $977K
Summit Financial, LLC 0.03% Add +2.2% 11,642 $976K
Beacon Investment Advisory Services, Inc. 0.05% Reduce -0.9% 11,567 $970K
Profund Advisors LLC 0.04% Reduce -24.3% 11,518 $966K
Fruth Investment Management 0.27% No change 11,500 $964K
Goodwin Investment Advisory 1.48% No change 11,344 $951K
Raleigh Capital Management Inc. 0.43% Reduce -4.9% 11,305 $948K
Hilltop Holdings Inc. 0.06% Reduce -3.5% 11,272 $945K
Manchester Capital Management LLC 0.12% Add +7.3% 11,245 $943K
Huntington National Bank 0.01% Reduce -16.2% 11,180 $938K
Graypoint LLC 0.06% Add +54.2% 11,009 $923K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.6% 10,987 $921K
Certuity, LLC 0.10% Add +2.2% 10,976 $921K
Bryn Mawr Trust Advisors, LLC 0.06% Add +52.0% 10,941 $918K
Intrepid Capital Management Inc. 0.55% No change 10,826 $908K
Semmax Financial Advisors Inc. 0.25% Reduce -5.2% 10,554 $907K
Strategic Investment Advisors / MI 0.10% Reduce -8.1% 10,798 $906K
Confluence Wealth Services, Inc. 0.06% Reduce -13.3% 11,650 $906K
Sovran Advisors, LLC 0.12% Add +51.8% 11,815 $902K
Geneos Wealth Management Inc. 0.03% Add +11.5% 10,690 $897K
OmniStar Financial Group, Inc. 0.71% Reduce -27.6% 10,653 $896K
Legacy Wealth Asset Management, LLC 0.25% Reduce -2.6% 10,663 $894K
Journey Advisory Group, LLC 0.07% No change 10,649 $893K
Qtron Investments LLC 0.13% Reduce -37.6% 10,635 $892K
CreativeOne Wealth, LLC 0.03% Reduce -11.2% 10,609 $890K
SkyView Investment Advisors, LLC 0.13% Add +6.6% 10,604 $889K
Benjamin Edwards Inc. 0.01% Add +1.5% 10,559 $886K
Mesirow Financial Investment Management, Inc. 0.02% Add +3.6% 10,507 $881K
Keystone Financial Services 0.34% Reduce -8.3% 10,495 $880K
NBT Bank, N.A. 0.06% Reduce -0.2% 10,490 $880K
ING Groep NV 0.01% Add +33.1% 10,312 $865K
Loudon Investment Management, LLC 0.49% Add +3.3% 10,287 $863K
Whittier Trust Co. of Nevada Inc. 0.02% Add +27.1% 10,253 $860K
Yoffe Investment Management, LLC 1.26% No change 10,200 $855K
Board of the Pension Protection Fund 0.98% New 10,200 $855K
Curbstone Financial Management Corp 0.18% Reduce -3.3% 10,150 $851K
MTM Investment Management, LLC 0.33% Add +1.0% 10,150 $850K
Vaughan David Investments LLC 0.02% Reduce -0.2% 10,094 $847K
Mgo One Seven LLC 0.03% Reduce -6.8% 10,094 $847K
Heritage Wealth Management, Inc. 0.29% No change 10,000 $839K
DAVENPORT & Co LLC 0.00% Reduce -17.6% 9,928 $833K
Silverlake Wealth Management LLC 0.32% Reduce -2.7% 9,882 $829K
Pettee Investors, Inc. 0.49% Reduce -24.3% 9,852 $826K
Valeo Financial Advisors, LLC 0.02% Add +8.8% 9,835 $825K
HF Advisory Group, LLC 0.36% Add +3.0% 9,826 $824K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -0.9% 9,763 $819K
Tectonic Advisors LLC 0.05% Add +5.0% 9,625 $807K
Western Wealth Management, LLC 0.05% Reduce -3.5% 9,603 $805K
Cornerstone Advisors, LLC 0.03% No change 9,600 $805K
Redmond Asset Management, LLC 0.21% Reduce -0.9% 9,595 $805K
Fort Washington Investment Advisors Inc. 0.00% No change 9,502 $797K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -42.8% 9,274 $778K
NorthRock Partners, LLC 0.03% Add +5.6% 9,265 $777K
Heartland Bank & Trust Co 0.40% New 9,217 $773K
Aaron Wealth Advisors LLC 0.09% Add +5.9% 9,209 $772K
Strategy Asset Managers LLC 0.16% New 9,176 $770K
Flputnam Investment Management Co. 0.01% Reduce -8.5% 9,130 $766K
Canandaigua National Bank & Trust Co. 0.08% Reduce -5.6% 9,104 $764K
Wealth Quarterback LLC 0.43% Reduce -21.8% 9,075 $761K
Foundations Investment Advisors, LLC 0.01% Add +0.4% 9,034 $758K
Smith Group Asset Management, LLC 0.06% No change 9,000 $755K
Hillsdale Investment Management Inc. 0.04% New 9,000 $755K
Farther Finance Advisors, LLC 0.02% Add +88.9% 8,952 $750K
HighPoint Advisor Group LLC 0.04% Add +23.9% 9,365 $750K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -1.5% 8,923 $748K
LM Advisors LLC 0.14% Add +126.4% 8,892 $746K
Mather Group, Llc. 0.01% Add +0.2% 8,875 $744K
Drucker Wealth 3.0, LLC 0.16% Reduce -11.2% 8,841 $741K
Banque de Luxembourg S.A. 0.42% No change 8,817 $739K
Gilbert & Cook, Inc. 0.11% Add +2.3% 8,785 $737K
Quadcap Wealth Management, LLC 0.11% Reduce -3.7% 8,746 $734K
Chilton Capital Management LLC 0.03% No change 8,706 $730K
Trust Co. of Vermont 0.04% Reduce -7.1% 8,695 $729K
Kathmere Capital Management, LLC 0.06% Add +2.8% 8,684 $728K
SGL Investment Advisors, Inc. 0.38% Reduce -1.0% 8,508 $727K
Denali Advisors LLC 0.08% New 8,624 $723K
Jeppson Wealth Management, LLC 0.26% Reduce -0.1% 8,609 $722K
VestGen Investment Management 0.54% Reduce -4.5% 8,606 $722K
CX Institutional 0.03% Add +0.1% 8,596 $721K
Crawford Investment Counsel Inc. 0.01% Reduce -0.3% 8,590 $720K
HM Payson & Co. 0.01% Add +4.3% 8,581 $720K
Aptus Capital Advisors, LLC 0.01% Add +3.4% 8,542 $716K
Centiva Capital, LP 0.04% Add +1.4% 8,537 $716K
111 Capital 0.14% Add +36.5% 8,485 $712K
Harbor Investment Advisory, LLC 0.07% Add +0.8% 8,475 $711K
Summit Financial Strategies, Inc. 0.07% No change 8,450 $709K
Siemens Fonds Invest GmbH 0.05% Add +0.8% 8,437 $708K
GeoWealth Management, LLC 0.03% Reduce -22.8% 8,438 $708K
Invst, LLC 0.10% New 8,410 $705K
Checchi Capital Advisers, LLC 0.05% Add +1.5% 8,396 $704K
Trust Asset Management LLC 0.06% Reduce -2.3% 8,388 $704K
Lountzis Asset Management, LLC 0.26% Add +4.8% 8,800 $699K
Sowell Financial Services LLC 0.03% New 8,282 $695K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -17.2% 8,214 $689K
D.A. Davidson & Co. 0.01% Add +11.9% 8,194 $687K
One Wealth Advisors, LLC 0.10% Add +49.7% 8,188 $687K
Farmers National Bank 0.19% Reduce -0.6% 8,179 $686K
McGlone Suttner Wealth Management, Inc. 0.11% Add +15.2% 8,161 $684K
Twin City Private Wealth, LLC 0.60% Reduce -2.5% 8,149 $683K
Pallas Capital Advisors LLC 0.03% Add +43.4% 8,120 $681K
Alyeska Investment Group, L.P. 0.00% New 8,061 $676K
Caldwell Sutter Capital, Inc. 0.32% No change 7,943 $666K
Sunbelt Securities, Inc. 0.06% Add +6.2% 7,915 $664K
Builder Investment Group Inc. 0.19% No change 7,911 $663K
Hendershot Investments Inc. 0.09% No change 7,874 $660K
RB Capital Management, LLC 0.17% Reduce -0.1% 7,863 $659K
Crux Wealth Advisors 0.34% Add +70.4% 7,838 $657K
Simon Quick Advisors, LLC 0.04% Add +44.5% 7,787 $653K
CHICAGO TRUST Co NA 0.12% No change 7,695 $645K
Basepoint Wealth LLC 0.50% Reduce -10.6% 7,693 $645K
RKL Wealth Management LLC 0.06% Add +0.1% 7,675 $644K
Focus Partners Advisor Solutions, LLC 0.01% Add +106.7% 7,659 $642K
Atlantic Union Bankshares Corp 0.04% Reduce -1.2% 7,637 $641K
Congress Asset Management Co. 0.00% No change 7,632 $640K
Virtue Capital Management, LLC 0.07% Add +94.8% 7,572 $635K
Exchange Bank 0.51% Reduce -1.3% 7,555 $634K
Tradewinds, LLC. 0.18% Add +4.8% 7,505 $629K
Great Lakes Retirement, Inc. 0.08% Reduce -2.9% 7,430 $623K
Prime Capital Investment Advisors, LLC 0.01% Add +55.0% 7,358 $617K
Signet Financial Management, LLC 0.08% Reduce -6.8% 7,352 $617K
Eubel Brady & Suttman Asset Management Inc. 0.09% Reduce -18.4% 7,342 $616K
Argus Investors' Counsel, Inc. 0.47% Reduce -3.8% 7,310 $613K
Lionshead Wealth Management, LLC 0.64% Reduce -16.8% 7,302 $612K
Sagespring Wealth Partners, LLC 0.02% Add +38.7% 7,271 $610K
Private Trust Co. NA 0.06% Add +2.8% 7,270 $610K
Cigna Investments Inc. 0.11% Reduce -3.8% 7,266 $609K
Benin Management CORP 0.17% Reduce -30.1% 7,253 $608K
Virtus Advisers, LLC 0.40% Reduce -51.8% 7,250 $608K
Kingsman Wealth Management, Inc. 0.44% — 7,200 $604K
Personal Cfo Solutions, LLC 0.12% Add +3.0% 7,120 $597K
Realta Investment Advisors 0.27% Add +15.2% 7,101 $596K
Oxford Financial Group, LTD. LLC 0.04% Reduce -2.3% 7,090 $595K
KMG Fiduciary Partners, LLC 0.05% Reduce -0.3% 7,080 $594K
Elyxium Wealth, LLC 0.26% Add +15.2% 7,076 $593K
New Wave Wealth Advisors LLC 0.27% Add +25.3% 7,068 $593K
Oxford Asset Management LLP 0.27% New 7,051 $591K
First Foundation Advisors 0.02% No change 7,024 $589K
Keystone Financial Group 0.06% Add +7.8% 6,989 $588K
Wealthstar Advisors, LLC 0.27% New 6,992 $586K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.7% 6,962 $584K
Founders Financial Securities LLC 0.05% Reduce -5.1% 7,394 $583K
Shulman DeMeo Asset Management LLC 0.16% Add +0.5% 6,945 $582K
Freedom Investment Management, Inc. 0.05% Add +44.9% 6,899 $579K
FineMark National Bank & Trust 0.02% No change 6,829 $573K
Kane Investment Management, Inc. 0.28% New 6,800 $570K
Fortis Group Advisors, LLC 0.11% Reduce -4.8% 6,758 $567K
Tranquilli Financial Advisor LLC 0.36% Reduce -32.7% 6,745 $566K
Perigon Wealth Management, LLC 0.01% Add +5.8% 6,741 $565K
Modern Wealth Management, LLC 0.02% Reduce -0.8% 6,722 $564K
First National Bank & Trust Co. of Newtown 0.12% No change 6,717 $563K
Round Rock Advisors LLC 0.10% Add +0.1% 6,713 $563K
Argent Capital Management LLC 0.02% Reduce -8.0% 6,700 $562K
Ransom Advisory, Ltd 0.28% No change 6,692 $561K
Freedom Together Foundation 0.07% No change 6,680 $560K
EP Wealth Advisors, LLC 0.00% Add +1.6% 6,661 $559K
SRN Advisors, LLC 0.63% Reduce -55.9% 6,645 $557K
Courier Capital LLC 0.04% Reduce -0.3% 6,621 $555K
Wedmont Private Capital 0.03% Add +12.4% 7,075 $550K
Centaurus Financial, Inc. 0.03% Add +10.8% 6,533 $548K
Brighton Jones LLC 0.02% Add +4.3% 6,451 $541K
Apeiron RIA LLC 0.16% Reduce -16.6% 6,441 $540K
Hayek Kallen Investment Management 0.20% No change 6,429 $539K
Syon Capital LLC 0.04% Add +18.2% 6,421 $539K
Cidel Asset Management Inc. 0.04% Reduce -9.7% 6,386 $536K
Versant Capital Management, Inc 0.09% Add +109.2% 6,368 $534K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -13.8% 6,351 $533K
IVC Wealth Advisors LLC 0.29% Reduce -15.3% 6,335 $531K
Clarius Group, LLC 0.03% Reduce -0.3% 6,330 $531K
Williams Jones Wealth Management, LLC. 0.01% No change 6,305 $529K
Petrus Trust Company, LTA 0.05% Reduce -21.9% 6,203 $520K
Stanley-Laman Group, Ltd. 0.08% No change 6,198 $520K
Addison Capital Co 0.20% Reduce -28.3% 6,189 $519K
Richard W. Paul & Associates, LLC 0.20% Reduce -0.7% 6,183 $519K
Alhambra Investment Management LLC 0.27% Reduce -4.3% 6,175 $518K
Thompson Siegel & Walmsley LLC 0.01% No change 6,167 $517K
Atom Investors LP 0.06% Reduce -86.1% 6,147 $516K
Quarry LP 0.13% Add +1.7% 6,137 $515K
Oppenheimer Asset Management Inc. 0.01% Add +3.6% 6,131 $514K
Sherbrooke Park Advisers LLC 0.24% Add +4.0% 6,130 $514K
Cornell Pochily Investment Advisors, Inc. 0.18% Reduce -12.8% 6,120 $513K
Smartleaf Asset Management LLC 0.05% Add +15.5% 6,201 $513K
Avior Wealth Management, LLC 0.02% Add +1.9% 6,054 $508K
Moneta Group Investment Advisors LLC 0.01% Add +3.1% 6,042 $507K
Fisher Asset Management 0.00% Add +5.8% 6,037 $506K
Warner Financial, Inc. 0.22% New 6,033 $506K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +2.9% 6,013 $504K
SeaCrest Wealth Management, LLC 0.06% Reduce -15.7% 6,007 $504K
IFG Advisors, LLC 0.10% No change 5,999 $503K
S&T Bank 0.16% No change 5,950 $499K
Bill Few Associates, Inc. 0.18% Add +0.5% 5,947 $499K
Accurate Wealth Management, LLC 0.09% Add +16.2% 6,382 $496K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +2.4% 5,906 $495K
Prospera Financial Services Inc 0.01% Add +4.8% 5,867 $492K
Advisory Alpha, LLC 0.02% Add +53.8% 5,849 $491K
Councilor Wealth, LLC 0.24% New 5,806 $487K
Studio Investment Management LLC 0.10% Reduce -8.9% 5,767 $484K
Fairfield, Bush & Co. 0.31% Reduce -1.6% 5,752 $482K
Brown, Lisle/Cummings, Inc. 0.14% Add +22.6% 5,722 $480K
Waterfront Wealth Inc. 0.12% Reduce -37.4% 5,721 $480K
Cyndeo Wealth Partners, LLC 0.03% Add +0.7% 5,690 $477K
Summit Financial Wealth Advisors, LLC 0.09% Reduce -6.1% 5,679 $476K
Altfest L J & Co. Inc. 0.06% No change 5,654 $474K
MFA Wealth Services 0.39% Add +3.3% 5,622 $472K
Fortress Private Ledger, LLC 0.26% Add +56.8% 5,605 $470K
Stratos Investment Management, LLC 0.03% Add +9.5% 5,594 $469K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,584 $468K
Berkshire Asset Management LLC 0.02% No change 5,440 $465K
Ramirez Asset Management, Inc. 0.10% No change 5,522 $463K
Philadelphia Trust Co. 0.04% No change 5,500 $461K
denkapparat Operations GmbH 0.49% Add +12.8% 5,470 $459K
Sigma Planning Corp 0.01% Reduce -6.7% 5,470 $459K
Money Concepts Capital Corp. 0.03% New 5,468 $459K
Jackson Creek Investment Advisors LLC 0.14% Reduce -0.8% 5,428 $455K
Firestone Capital Management 0.12% No change 5,413 $454K
Advisors Capital Management, LLC 0.01% Reduce -1.1% 5,401 $453K
Van Strum & Towne Inc. 0.15% No change 5,377 $451K
Mezzasalma Advisors, LLC 0.15% Reduce -4.3% 5,322 $446K
Net Worth Advisory Group 0.14% Add +1.7% 5,309 $445K
Keyvantage Wealth, LLC 0.22% Reduce -19.5% 5,303 $445K
Sapient Capital LLC 0.01% Reduce -0.1% 5,284 $443K
Sax Wealth Advisors, LLC 0.03% Add +2.3% 5,278 $443K
JNBA Financial Advisors 0.05% Reduce -24.4% 5,217 $438K
Kovack Advisors, Inc. 0.05% Reduce -1.1% 5,213 $437K
Modera Wealth Management, LLC 0.01% Reduce -18.4% 5,206 $437K
Baker Ellis Asset Management LLC 0.06% No change 5,190 $435K
Severin Investments, LLC 0.43% Add +1.3% 5,121 $430K
Farmers & Merchants Investments Inc. 0.01% Add +4.1% 5,116 $429K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.9% 5,103 $428K
Aigen Investment Management, LP 0.07% New 5,071 $425K
Blueshift Asset Management, LLC 0.17% Reduce -49.4% 5,060 $424K
First Nebraska Trust Co 0.04% Reduce -4.7% 5,050 $424K
Resonant Capital Advisors, LLC 0.03% Add +8.6% 5,046 $423K
GHP Investment Advisors, Inc. 0.02% No change 5,045 $423K
Hutchinson Capital Management 0.08% No change 5,033 $422K
GenTrust, LLC 0.02% Reduce -0.1% 5,017 $421K
Northstar Group, Inc. 0.07% Reduce -1.1% 5,016 $421K
United Advisor Group, LLC 0.09% Reduce -39.9% 5,003 $420K
Sicart Associates LLC 0.14% No change 5,000 $419K
CM Wealth Advisors LLC 0.13% No change 5,000 $419K
Compagnie Lombard Odier SCmA 0.01% New 5,000 $419K
BSW Wealth Partners 0.06% Reduce -28.0% 4,953 $415K
Bar Harbor Wealth Management 0.03% No change 4,934 $414K
Woodward Diversified Capital, LLC 0.29% Add +5.9% 4,860 $408K
Advus Financial Partners, LLC 0.11% Add +1.1% 4,859 $408K
Ironwood Investment Management LLC 0.22% No change 4,847 $407K
M.E. Allison & Co., Inc. 0.40% Add +0.0% 4,835 $405K
Catalina Capital Group, LLC 0.27% Reduce -31.3% 4,811 $404K
Paragon Capital Management Ltd 0.08% Add +0.5% 4,805 $403K
Trust Point Inc. 0.04% Reduce -2.3% 4,796 $402K
Wharton Business Group, LLC 0.02% No change 4,780 $401K
Brooklyn Investment Group 0.09% Add +25.1% 4,782 $401K
Northwest Bancshares, Inc. 0.07% Add +25.0% 4,780 $401K
Fortitude Advisory Group L.L.C. 0.29% No change 5,280 $400K
Next Level Private LLC 0.15% Add +1.4% 4,765 $400K
Wellington Shields & Co., LLC 0.12% No change 4,740 $398K
Sage Mountain Advisors LLC 0.03% Reduce -10.8% 4,727 $396K
Janney Capital Management LLC 0.03% No change 4,675 $392K
Bahl & Gaynor LLC 0.00% Reduce -26.0% 4,673 $392K
Genesee Capital Advisors, LLC 0.20% No change 4,662 $391K
Wesbanco Bank Inc. 0.01% Reduce -44.6% 4,648 $390K
AdviceOne Advisory Services, LLC 0.32% No change 4,647 $390K
C M Bidwell & Associates Ltd. 0.23% Reduce -2.1% 4,610 $387K
Martin Capital Advisors, LLP 0.28% No change 4,605 $386K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +4.5% 4,982 $386K
Mutual Advisors, LLC 0.01% Add +5.3% 4,900 $385K
City National Bank of Florida 0.34% Add +6.7% 4,562 $383K
Simplicity Wealth,LLC 0.03% Add +6.7% 4,562 $383K
Vista Investment Partners LLC 0.12% New 4,558 $382K
Petros Family Wealth, LLC 0.42% Add +10.5% 4,550 $382K
Machina Capital S.A.S. 0.11% Reduce -74.9% 4,525 $380K
Dumont & Blake Investment Advisors LLC 0.11% Reduce -2.3% 4,523 $379K
Whitaker-Myers Wealth Managers, LTD. 0.11% New 4,510 $378K
Avestar Capital, LLC 0.04% Reduce -10.2% 4,496 $377K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.2% 4,496 $377K
Clarity Capital Partners LLC 0.15% Reduce -0.3% 4,487 $376K
IFP Advisors, Inc 0.01% Reduce -13.8% 4,480 $376K
PFG Investments, LLC 0.02% Reduce -16.7% 4,478 $376K
Freestone Capital Holdings, LLC 0.01% Add +0.7% 4,470 $375K
Sheaff Brock Investment Advisors, LLC 0.03% Add +0.9% 4,440 $372K
Tradewinds Capital Management, LLC 0.10% No change 4,439 $372K
Blue Trust, Inc. 0.00% Add +134.9% 4,414 $370K
Beirne Wealth Consulting Services, LLC 0.13% No change 4,405 $369K
O'Brien Greene & Co. Inc 0.12% No change 4,391 $368K
Bruce G. Allen Investments, LLC 0.29% Add +2.1% 4,366 $366K
My Legacy Advisors, LLC 0.14% Add +6.9% 4,366 $366K
Clearstead Advisors, LLC 0.01% Reduce -49.7% 4,339 $364K
Cable Hill Partners, LLC 0.04% Add +0.8% 4,492 $363K
Groupe la Francaise 0.01% Reduce -9.8% 4,292 $363K
Mach-1 Financial Group, LLC 0.11% New 4,303 $361K
Hickory Asset Management, Inc. 0.32% Reduce -0.9% 4,280 $359K
Howard Capital Management, LLC 0.01% Reduce -13.3% 4,278 $359K
Wilson & Boucher Capital Management, LLC 0.27% Reduce -4.5% 4,265 $358K
Hofer & Associates. Inc 0.24% Add +0.4% 4,258 $357K
Clear Creek Financial Management, LLC 0.04% Reduce -15.7% 4,226 $354K
1858 Wealth Management, LLC 0.30% Add +6.1% 4,226 $354K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -42.5% 4,225 $354K
Fiduciary Group, LLC 0.04% Reduce -1.1% 4,221 $354K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 4,211 $353K
Claro Advisors Inc. 0.05% Add +6.8% 4,207 $353K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +44.3% 4,186 $351K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.3% 4,184 $351K
Financial Counselors Inc. 0.01% Reduce -2.0% 4,173 $350K
DiNuzzo Private Wealth, Inc. 0.04% Add +0.1% 4,172 $350K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -11.9% 4,170 $350K
Sepio Capital, LP 0.03% No change 4,169 $350K
Burns Matteson Capital Management, LLC 0.19% Add +30.5% 4,166 $349K
Caxton Associates LLP 0.01% — 4,153 $348K
CI Investments Inc. 0.00% Reduce -11.4% 4,131 $346K
Cambria Investment Management, L.P. 0.02% No change 4,095 $343K
First Heartland Consultants, Inc. 0.04% Reduce -24.0% 4,094 $343K
BLB&B Advisors, LLC 0.02% No change 4,065 $341K
Radnor Capital Management, LLC 0.06% No change 4,045 $339K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% Add +1.6% 4,030 $338K
Stephenson & Company, Inc. 0.22% No change 4,020 $337K
Hickory Point Bank & Trust 0.30% No change 4,007 $336K
1900 Wealth Management LLC 0.03% Add +0.1% 4,002 $336K
DRW Securities, LLC 0.03% Reduce -39.7% 4,001 $336K
Rbo & Co. LLC 0.05% No change 4,000 $335K
Daymark Wealth Partners, LLC 0.01% Add +4.3% 3,990 $335K
Quent Capital, LLC 0.03% Add +1.0% 3,967 $333K
Chicago Partners Investment Group LLC 0.01% New 3,948 $331K
Transcend Capital Advisors, LLC 0.02% Add +7.5% 3,948 $331K
Peddock Capital Advisors, LLC 0.08% Add +0.8% 3,938 $330K
Barrett & Company, Inc. 0.14% No change 3,920 $329K
Evercore Wealth Management, LLC 0.01% No change 3,913 $328K
Columbus Macro, LLC 0.04% Reduce -4.1% 3,902 $327K
Laraway Financial Advisors Inc 0.26% Reduce -3.1% 3,897 $327K
Spinnaker Trust 0.02% No change 3,880 $325K
GM Advisory Group, LLC 0.02% No change 3,867 $324K
Portfolio Design Labs, LLC 0.07% Add +16.0% 3,849 $323K
Kenora Financial, LLC 0.13% Add +44.3% 3,835 $322K
Accredited Investors Inc. 0.02% Add +9.4% 3,835 $322K
Baader Bank Aktiengesellschaft 0.03% Add +5.3% 3,877 $321K
FDx Advisors, Inc. 0.10% Reduce -24.1% 3,813 $320K
NewEdge Wealth, LLC 0.01% New 3,775 $317K
Capital Investment Advisors, LLC 0.01% Add +34.2% 3,774 $317K
MBB Public Markets I LLC 0.04% New 3,771 $316K
Austin Private Wealth, LLC 0.03% Add +2.3% 3,740 $314K
ICONIQ Capital, LLC 0.01% Add +19.5% 3,738 $314K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -16.1% 3,735 $313K
Welch Capital Partners LLC 0.07% No change 3,701 $310K
Meyer Handelman Co. 0.01% Reduce -0.3% 3,696 $310K
BlackDiamond Wealth Management, LLC 0.21% Add +3.6% 3,578 $307K
Parcion Private Wealth LLC 0.03% Add +38.2% 3,664 $307K
PDS Planning, Inc 0.03% Add +19.0% 3,660 $307K
Lebenthal Global Advisors, LLC 0.06% Reduce -18.7% 3,655 $307K
Brookwood Investment Group LLC 0.05% — 3,653 $306K
Lindbrook Capital, LLC 0.03% Add +0.1% 3,651 $306K
Prelude Capital Management, LLC 0.03% Add +8.6% 3,637 $305K
Silver Oak Securities, Incorporated 0.03% Reduce -0.3% 3,678 $304K
Interchange Capital Partners, LLC 0.09% New 3,626 $304K
Legacy Financial Advisors, Inc. 0.05% New 3,614 $303K
Templeton & Phillips Capital Management, LLC 0.22% No change 3,601 $302K
Boston Trust Walden Corp 0.00% No change 3,574 $300K
Fidelis Capital Partners, LLC 0.03% Add +3.0% 3,802 $299K
Meridian Wealth Management, LLC 0.01% New 3,540 $297K
Advisor OS, LLC 0.03% New 3,531 $296K
Hudock, Inc. 0.05% No change 3,524 $296K
Keel Point, LLC 0.02% Add +27.1% 3,517 $295K
TD Private Client Wealth LLC 0.01% Add +55.9% 3,516 $295K
Integrated Advisors Network LLC 0.01% Reduce -9.4% 3,515 $295K
Bank of Hawaii 0.02% Add +9.4% 3,500 $294K
Orange Investment Advisors, Inc. 0.04% Reduce -9.3% 3,490 $293K
Longboard Asset Management, LP 0.86% No change 3,474 $291K
Clark Financial Services Group Inc. 0.20% Add +30.1% 3,466 $291K
CENTRAL TRUST Co 0.01% Add +2.5% 3,465 $291K
Drive Wealth Management, LLC 0.07% Reduce -1.6% 3,457 $290K
SteelPeak Wealth, LLC 0.01% Reduce -94.3% 3,456 $290K
Relyea Zuckerberg Hanson LLC 0.04% Add +4.8% 3,442 $289K
Maia Wealth LLC 0.07% Add +7.4% 3,719 $288K
SMART Wealth LLC 0.10% New 3,431 $288K
Williamson Legacy Group, LLC 0.27% New 3,427 $287K
Alta Advisers Ltd 0.12% New 3,424 $287K
Mystic Asset Management, Inc. 0.08% Reduce -2.0% 3,423 $287K
Yeomans Consulting Group, Inc. 0.11% New 3,416 $287K
Lincoln Capital Corp. 0.12% Reduce -14.6% 3,415 $286K
Heritage Trust Co 0.03% No change 3,406 $286K
Meridian Investment Counsel Inc. 0.08% Reduce -10.5% 3,400 $285K
Regatta Capital Group, LLC 0.06% Reduce -0.7% 3,392 $285K
Tiemann Investment Advisors, LLC 0.13% Reduce -7.1% 3,392 $284K
Howard Capital Management Group, LLC 0.02% No change 3,387 $284K
MinichMacGregor Wealth Management, LLC 0.06% New 3,384 $284K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 3,379 $283K
Breakwater Capital Group 0.05% Add +0.6% 3,379 $283K
Optas, LLC 0.05% Add +5.4% 3,375 $283K
Ledyard National Bank 0.03% Add +0.3% 3,371 $283K
Exencial Wealth Advisors, LLC 0.01% Add +2.6% 3,313 $278K
Sandbox Financial Partners, LLC 0.10% Add +0.2% 3,309 $277K
GTS Securities LLC 0.01% Reduce -68.3% 3,302 $277K
Novem Group 0.04% Add +37.7% 3,293 $276K
Csenge Advisory Group 0.02% Add +5.8% 3,617 $276K
HBK Sorce Advisory LLC 0.01% Add +0.2% 3,270 $274K
Linscomb Wealth, Inc. 0.01% Add +14.9% 3,261 $274K
KCM Investment Advisors LLC 0.01% Add +12.7% 3,258 $273K
MV Capital Management, Inc. 0.03% No change 3,254 $273K
Alteri Wealth LLC 0.12% New 3,239 $272K
Essex Bank 0.07% Add +1.4% 3,236 $271K
Smith, Moore & Co. 0.03% Reduce -20.1% 3,226 $271K
Kennebec Savings Bank 0.29% No change 3,215 $270K
First Bank & Trust 0.05% Reduce -1.0% 3,208 $269K
Fairview Capital Investment Management, LLC 0.01% Reduce -3.0% 3,207 $269K
Mechanics Financial Corp 0.12% Add +60.0% 3,200 $268K
Capital Analysts, LLC 0.01% Reduce -3.6% 3,198 $268K
Quotient Wealth Partners, LLC 0.01% Add +4.7% 3,171 $266K
EverSource Wealth Advisors, LLC 0.01% Add +144.4% 3,165 $265K
Bridgewater Advisors Inc. 0.02% New 3,308 $265K
Means Investment Co., Inc. 0.03% Add +0.1% 3,148 $264K
Continuum Advisory, LLC 0.03% Add +33.3% 3,144 $264K
Oregon Pacific Wealth Management, LLC 0.26% Add +10.2% 3,143 $264K
Haverford Trust Co 0.00% Add +4.3% 3,133 $263K
Stablepoint Partners, LLC 0.05% Reduce -2.1% 3,123 $262K
O'Keefe Stevens Advisory, Inc. 0.09% Add +0.3% 3,119 $262K
Battery Global Advisors, LLC 0.15% No change 3,112 $261K
Ironwood Investment Counsel, LLC 0.04% Add +0.2% 3,107 $261K
L2 Asset Management, LLC 0.05% Add +6.9% 3,099 $260K
Burke & Herbert Bank & Trust Co. 0.06% No change 3,092 $259K
Bright Futures Wealth Management, LLC. 0.29% No change 3,500 $259K
Massachusetts Financial Services Co. 0.00% Add +12.7% 3,079 $258K
HUB Investment Partners, LLC 0.01% Reduce -0.9% 3,073 $258K
Apella Capital, LLC 0.01% New 3,238 $257K
Trinity Financial Advisors LLC 0.09% No change 3,211 $257K
Bangor Savings Bank 0.02% No change 3,032 $254K
Oliver Luxxe Assets LLC 0.05% No change 3,018 $253K
Marco Investment Management LLC 0.02% Reduce -11.8% 3,000 $252K
Great Valley Advisor Group, Inc. 0.01% Reduce -6.7% 2,980 $250K
Dixon Fnancial Services, Inc. 0.13% No change 2,947 $247K
Oberweis Asset Management Inc./ 0.01% Add +0.0% 2,946 $247K
North Star Investment Management Corp. 0.02% No change 2,944 $247K
Matisse Capital 0.13% No change 2,940 $247K
Formidable Asset Management, LLC 0.04% New 2,940 $247K
Revolve Wealth Partners, LLC 0.04% Add +2.7% 2,936 $246K
CFS Investment Advisory Services, LLC 0.02% Reduce -0.2% 2,907 $244K
Sage Capital Management, LLC 0.13% Add +0.0% 2,909 $244K
MassMutual Private Wealth & Trust, FSB 0.01% Add +7.1% 2,897 $243K
Hengehold Capital Management LLC 0.02% No change 2,892 $243K
Kera Capital Partners, Inc. 0.07% Add +9.9% 2,887 $242K
Napatree Capital LLC 0.14% Add +6.2% 2,885 $242K
PUREfi Wealth, LLC 0.24% Reduce -10.6% 2,869 $241K
Fiduciary Financial Group, LLC 0.05% Reduce -51.1% 3,124 $239K
Wealth Alliance, LLC 0.03% New 2,842 $238K
Capital Asset Advisory Services LLC 0.01% Reduce -32.0% 2,829 $238K
Chemung Canal Trust Co. 0.05% Reduce -2.3% 2,829 $237K
Werba Rubin Papier Wealth Management 0.05% Reduce -5.3% 2,825 $237K
Obsidian Personal Planning Solutions LLC 0.11% No change 2,946 $237K
Southeast Asset Advisors, LLC 0.03% New 2,824 $237K
Avidian Wealth Enterprises, LLC 0.01% Reduce -61.2% 2,823 $237K
Verity Asset Management, Inc. 0.10% No change 2,821 $237K
Plancorp, LLC 0.01% New 2,819 $236K
Abundance Wealth Counselors 0.05% Reduce -10.3% 2,817 $236K
St Germain D J Co. Inc. 0.01% Reduce -4.1% 2,808 $236K
Strategic Blueprint, LLC 0.01% New 2,780 $233K
Chemistry Wealth Management LLC 0.05% Add +3.6% 2,762 $232K
Retirement Planning Group, LLC 0.01% Add +1.1% 2,756 $231K
Stockman Wealth Management, Inc. 0.03% No change 2,750 $231K
Independent Financial Group, LLC 0.01% Reduce -4.7% 2,744 $230K
Larson Financial Group LLC 0.01% Add +28.2% 2,729 $229K
TFB Advisors LLC 0.07% Reduce -1.1% 2,725 $229K
Arete Wealth Advisors, LLC 0.02% New 2,715 $228K
Veltria Advisors Corp. 0.15% Reduce -15.1% 2,707 $227K
Parkside Financial Bank & Trust 0.03% Add +1.4% 2,699 $226K
Wescott Financial Advisory Group, LLC 0.02% Add +0.1% 2,695 $226K
Crews Bank & Trust 0.04% Reduce -8.0% 2,683 $225K
Wealthcare Advisory Partners LLC 0.01% Add +1.4% 2,680 $225K
Vestmark Advisory Solutions, Inc. 0.01% New 2,664 $223K
Magnolia Capital Management Ltd. 0.19% No change 2,657 $223K
Pettyjohn, Wood & White, Inc. 0.04% New 2,657 $223K
Two Sigma Securities, LLC 0.03% New 2,656 $223K
Signature Estate & Investment Advisors LLC 0.01% New 2,648 $222K
Aprio Wealth Management, LLC 0.03% New 2,637 $221K
Angeles Wealth Management, LLC 0.02% Add +0.1% 2,634 $221K
City Holding Co. 0.03% Add +10.8% 2,617 $219K
Webster Bank, N. A. 0.02% No change 2,611 $219K
Washington Trust Advisors, Inc. 0.02% No change 2,604 $218K
Marble Harbor Investment Counsel, LLC 0.02% New 2,600 $218K
WoodTrust Financial Corp 0.03% New 2,602 $218K
Arnhold LLC 0.02% New 2,594 $218K
Ridgecrest Wealth Partners, LLC 0.11% New 2,584 $217K
Jackson Square Capital, LLC 0.07% New 2,573 $216K
Marshall & Sterling Wealth Advisors Inc. 0.15% Reduce -1.3% 2,570 $216K
Leavell Investment Management, Inc. 0.01% Reduce -3.5% 2,560 $215K
Nwam LLC 0.02% Reduce -24.8% 2,557 $214K
Leonteq Securities AG 0.02% Add +55.7% 2,560 $214K
Bell Investment Advisors, Inc 0.04% Add +0.3% 2,554 $214K
CRA Financial Services, LLC 0.04% New 2,551 $214K
Macroview Investment Management LLC 0.20% New 2,550 $214K
Wealth Management Strategies, Inc. 0.14% New 2,540 $213K
W Advisors, LLC 0.13% New 2,534 $213K
Barnes Wealth Management Group, Inc 0.14% New 2,534 $213K
WealthShield Partners, LLC 0.03% Reduce -11.8% 2,533 $212K
Davis R M Inc. 0.00% New 2,532 $212K
Caliber Wealth Management, LLC / KS 0.03% — 2,515 $211K
Aull & Monroe Investment Management Corp 0.10% New 2,509 $210K
Stock Yards Bank & Trust Co. 0.01% Reduce -7.0% 2,506 $210K
NBW Capital LLC 0.05% New 2,501 $210K
Wellington Shields Capital Management, LLC 0.04% No change 2,500 $210K
Wealth Management Associates, Inc. 0.09% New 2,498 $210K
Koshinski Asset Management, Inc. 0.02% New 2,493 $209K
Insigneo Advisory Services, LLC 0.02% Reduce -53.2% 2,490 $209K
Nicolet Advisory Services, LLC 0.02% New 2,723 $209K
Horan Capital Advisors, LLC. 0.07% New 2,487 $209K
Global Assets Advisory, LLC 0.04% New 2,643 $208K
Sivia Capital Partners, LLC 0.10% New 2,485 $208K
UNIVEST FINANCIAL Corp 0.01% Reduce -46.4% 2,482 $208K
Enterprise Bank & Trust Co 0.08% New 2,481 $208K
Perpetual Ltd 0.00% Reduce -36.0% 2,480 $208K
Rothschild Wealth LLC 0.06% New 2,472 $207K
Court Place Advisors, LLC 0.07% New 2,464 $207K
D'Orazio & Associates, Inc. 0.03% New 2,461 $206K
SBI Securities Co., Ltd. 0.01% Add +2.4% 2,451 $206K
Baker Avenue Asset Management, LP 0.01% New 2,443 $205K
Guardian Wealth Advisors, LLC / NC 0.02% New 2,434 $204K
Maxele Advisors, LLC 0.20% New 2,422 $203K
Clark Capital Management Group, Inc. 0.00% New 2,421 $203K
SlateStone Wealth, LLC 0.02% New 2,422 $203K
Cooper Financial Group 0.03% New 2,408 $202K
Alliance Wealth Management Group 0.05% New 2,400 $201K
Compass Wealth Management LLC 0.05% No change 2,400 $201K
Towercrest Capital Management 0.04% New 2,400 $201K
Trust Co. of Toledo NA 0.03% New 2,400 $201K
Murphy, Middleton, Hinkle & Parker, Inc. 0.11% New 2,398 $201K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 2,395 $201K
Tobam 0.09% Reduce -49.5% 2,385 $200K
Gould Capital, LLC 0.14% Reduce -94.0% 2,374 $199K
Loomis Sayles & Co. L P 0.00% Add +28.9% 2,371 $199K
City State Bank 0.06% No change 2,317 $194K
TD Capital Management LLC 0.02% No change 2,303 $193K
Resources Management Corp. /CT/ 0.03% Add +5.8% 2,260 $190K
Park Square Financial Group, LLC 0.15% Add +8.3% 2,222 $186K
Hanson & Doremus Investment Management 0.03% Add +37.5% 2,202 $185K
Grove Bank & Trust 0.02% Add +182.4% 2,200 $185K
Sentry Investment Management LLC 0.12% New 2,434 $180K
Cromwell Holdings LLC 0.12% Add +1.8% 2,146 $180K
Colonial Trust Co / SC 0.03% Reduce -11.4% 2,105 $177K
Glen Eagle Advisors, LLC 0.03% No change 2,052 $172K
TOWER TRUST & INVESTMENT Co 0.14% — 2,139 $172K
Perkins Coie Trust Co 0.04% No change 2,019 $169K
Vision Financial Markets LLC 0.18% No change 2,000 $168K
Bleichroeder LP 0.04% No change 2,000 $168K
Rosenberg Matthew Hamilton 0.04% Reduce -3.3% 1,973 $165K
AlphaQuest LLC 0.02% Reduce -87.5% 1,948 $163K
Cetera Trust Company, N.A 0.10% No change 1,930 $162K
Rialto Wealth Management, LLC 0.05% Add +0.3% 1,896 $159K
Investors Research Corp 0.03% No change 1,894 $159K
Wayfinding Financial, LLC 0.07% New 1,894 $158K
Ossiam 0.00% Reduce -97.0% 1,875 $157K
Prestige Wealth Management Group LLC 0.03% No change 1,847 $155K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% Reduce -10.0% 1,800 $151K
Evermay Wealth Management LLC 0.02% No change 1,797 $151K
Hexagon Capital Partners LLC 0.03% Add +6.4% 1,796 $151K
Deseret Mutual Benefit Administrators 0.07% Reduce -8.4% 1,777 $149K
CVA Family Office, LLC 0.02% Add +15.2% 1,777 $149K
McIlrath & Eck, LLC 0.02% Reduce -75.5% 1,736 $146K
Kimelman & Baird, LLC 0.01% No change 1,700 $143K
Rowlandmiller & Partners.adv 0.03% No change 1,678 $141K
Harbour Investments, Inc. 0.00% Add +32.1% 1,627 $136K
Hemington Wealth Management 0.02% Add +8.0% 1,628 $136K
Signature Resources Capital Management, LLC 0.12% No change 1,600 $134K
GPS Wealth Strategies Group, LLC 0.02% Reduce -3.0% 1,594 $134K
Bay Harbor Wealth Management, LLC 0.04% Add +0.5% 1,582 $133K
Tompkins Financial Corp. 0.01% Reduce -54.5% 1,464 $123K
Peoples Financial Services Corp. 0.06% No change 1,393 $117K
Ancora Advisors LLC 0.00% No change 1,350 $113K
Oakworth Capital, Inc. 0.01% No change 1,309 $110K
Cape Investment Advisory, Inc. 0.04% Add +11.2% 1,303 $109K
Laurel Wealth Advisors LLC 0.02% No change 1,223 $103K
Pacific Center for Financial Services 0.03% No change 1,221 $102K
1620 Investment Advisors, Inc. 0.08% No change 1,209 $101K
Richardson Financial Services Inc. 0.07% Add +9.7% 1,135 $95K
Addison Advisors LLC 0.03% Add +11.9% 1,131 $95K
Ascentis Wealth Management, LLC 0.03% New 1,117 $94K
Gables Capital Management Inc. 0.05% No change 1,100 $92K
Crowley Wealth Management, Inc. 0.09% No change 1,082 $91K
Eastern Bank 0.00% Reduce -38.0% 1,059 $89K
Catalyst Capital Advisors LLC 0.00% Reduce -3.2% 1,053 $88K
Clean Yield Group 0.03% No change 1,052 $88K
First Financial Corp. 0.04% No change 1,047 $88K
CoreCap Advisors, LLC 0.00% Add +39.0% 1,031 $86K
TCTC Holdings, LLC 0.00% Add +71.9% 1,026 $86K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,100 $86K
First Community Trust NA 0.07% No change 1,000 $84K
AllSquare Wealth Management LLC 0.05% No change 958 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +26.7% 950 $80K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +2.4% 948 $80K
Friedenthal Financial 0.05% Add +26.0% 926 $78K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -52.4% 914 $77K
BOK Financial Private Wealth, Inc. 0.01% No change 896 $75K
Sarver Vrooman Wealth Advisors 0.05% — 893 $75K
LRI Investments, LLC 0.01% Reduce -24.4% 876 $73K
Hara Capital LLC 0.05% Reduce -42.0% 875 $73K
Millstone Evans Group, LLC 0.05% No change 840 $70K
Silvant Capital Management LLC 0.00% No change 774 $65K
Covestor Ltd 0.04% Reduce -38.7% 765 $64K
Asset Dedication, LLC 0.01% Add +0.4% 759 $64K
Garde Capital, Inc. 0.00% New 757 $63K
Bollard Group LLC 0.00% Add +0.3% 754 $63K
Duncker Streett & Co. Inc. 0.01% No change 750 $63K
University of Texas/Texas Am Investment Management Co. 0.01% No change 750 $63K
Brown Brothers Harriman & Co. 0.00% Add +87.9% 746 $63K
Smallwood Wealth Investment Management, LLC 0.04% New 737 $62K
Cary Street Partners Investment Advisory LLC 0.04% Add +63.6% 728 $61K
Hartford Financial Management Inc. 0.01% Add +43.5% 723 $61K
Sandy Spring Bank 0.00% Add +8.7% 716 $60K
Concord Wealth Partners 0.01% Reduce -5.6% 711 $60K
West Paces Advisors Inc. 0.01% No change 707 $59K
Gen-Wealth Partners Inc 0.02% Reduce -18.7% 701 $59K
Sittner & Nelson, LLC 0.03% No change 700 $59K
Nemes Rush Group LLC 0.01% No change 700 $59K
HHM Wealth Advisors, LLC 0.01% No change 696 $58K
TFC Financial Management, Inc. 0.01% Add +1816.7% 690 $58K
Fortitude Family Office, LLC 0.02% Reduce -23.9% 678 $57K
Kestra Investment Management, LLC 0.00% Reduce -49.8% 672 $56K
Zions Bancorporation, National Association 0.00% — 664 $56K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -35.0% 650 $55K
Private Wealth Asset Management, LLC 0.01% — 620 $52K
Adirondack Trust Co. 0.02% No change 609 $51K
Optimum Investment Advisors 0.02% No change 600 $50K
REAP Financial Group, LLC 0.01% Add +50.1% 593 $50K
Clearstead Trust, LLC 0.01% Add +7.0% 579 $49K
First Command Advisory Services, Inc. 0.00% Add +1.3% 554 $46K
SJS Investment Consulting Inc. 0.01% Add +806.6% 553 $46K
Kathleen S. Wright Associates Inc. 0.02% No change 550 $46K
Consultiva Wealth Management, Corp. 0.16% No change 549 $46K
Vestor Capital, LLC 0.00% Reduce -0.7% 547 $46K
FSC Wealth Advisors, LLC 0.03% No change 543 $46K
SOA Wealth Advisors, LLC. 0.01% Add +19.5% 540 $45K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 533 $45K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -11.3% 524 $44K
Centricity Wealth Management, LLC 0.04% No change 514 $43K
Pflug Koory, LLC 0.02% Reduce -36.8% 506 $42K
ORG Partners LLC 0.01% New 506 $42K
Olistico Wealth, LLC 0.03% No change 500 $42K
TruNorth Capital Management, LLC 0.01% No change 500 $42K
WPG Advisers, LLC 0.04% Add +282.0% 489 $41K
Rise Advisors, LLC 0.02% Add +41.7% 469 $39K
Creekmur Asset Management LLC 0.01% Add +86.8% 467 $39K
Ogorek Anthony Joseph /NY/ 0.01% New 471 $39K
Aventura Private Wealth, LLC 0.02% Add +17.3% 461 $39K
Wealth Preservation Advisors, LLC 0.03% — 460 $39K
WASHINGTON TRUST Co 0.00% Add +12.9% 456 $38K
Graney & King, LLC 0.03% No change 452 $38K
South Plains Financial, Inc. 0.03% No change 447 $37K
Bank of New Hampshire 0.01% No change 443 $37K
McClarren Financial Advisors, Inc. 0.02% New 409 $34K
Slocum, Gordon & Co LLP 0.03% Reduce -20.0% 400 $34K
Lavaca Capital LLC 0.02% No change 400 $34K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $34K
Caldwell Trust Co 0.00% Reduce -38.5% 399 $33K
Nova Wealth Management, Inc. 0.03% Add +16.7% 385 $32K
Atlas Capital Advisors Inc. 0.00% No change 382 $32K
Capital Advisors, Ltd. LLC 0.00% No change 378 $32K
Orion Capital Management LLC 0.01% New 380 $32K
NewSquare Capital LLC 0.00% Add +646.9% 366 $31K
Cornerstone Planning Group LLC 0.01% Add +100.0% 392 $30K
Bellwether Advisors, LLC 0.01% No change 360 $30K
GW&K Investment Management, LLC 0.00% Reduce -0.3% 358 $30K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 333 $28K
Parvin Asset Management, LLC 0.03% No change 322 $27K
United Community Bank 0.01% New 319 $27K
Salomon & Ludwin, LLC 0.00% No change 307 $26K
Stonebridge Financial Group, LLC 0.00% Add +2.0% 306 $26K
Opal Wealth Advisors, LLC 0.01% New 302 $25K
Alpine Bank Wealth Management 0.00% — 300 $25K
Hazlett, Burt & Watson, Inc. 0.01% No change 298 $25K
Rossby Financial, LCC 0.01% New 310 $24K
Wolff Wiese Magana LLC 0.02% No change 287 $24K
PFS Partners, LLC 0.01% No change 283 $24K
Saudi Central Bank 0.13% New 282 $24K
Private Wealth Management Group, LLC 0.01% No change 279 $23K
Beacon Capital Management, LLC 0.00% Add +0.4% 277 $23K
Spectrum Wealth Counsel, LLC 0.00% No change 277 $23K
Valued Wealth Advisors LLC 0.01% Add +25.7% 259 $22K
Retirement Wealth Solutions LLC 0.02% No change 243 $20K
Princeton Global Asset Management LLC 0.00% Add +26.9% 236 $20K
Silicon Valley Capital Partners 0.00% Add +0.4% 231 $19K
N.E.W. Advisory Services LLC 0.00% New 220 $18K
Capital A Wealth Management, LLC 0.02% Add +8.4% 219 $18K
Abound Financial, LLC 0.01% New 216 $18K
Atwood & Palmer Inc. 0.00% No change 210 $18K
Stephens Consulting, LLC 0.00% Reduce -30.1% 204 $17K
Boyd Watterson Asset Management LLC 0.01% No change 200 $17K
Fairway Wealth LLC 0.01% No change 195 $16K
Pinnacle Bancorp, Inc. 0.01% No change 187 $16K
Luken Investment Analytics, LLC 0.01% No change 184 $15K
Tortoise Investment Management, LLC 0.00% No change 175 $15K
Sachetta, LLC 0.01% Reduce -8.0% 172 $14K
Raffa Wealth Management, LLC 0.00% No change 168 $14K
Red Tortoise LLC 0.01% No change 167 $14K
Global Trust Asset Management, LLC 0.01% No change 164 $14K
Westside Investment Management, Inc. 0.00% No change 161 $14K
Creative Financial Designs Inc. 0.00% Add +3.3% 155 $13K
Activest Wealth Management 0.00% Add +2057.1% 151 $13K
MCF Advisors LLC 0.00% Reduce -50.8% 148 $12K
Whipplewood Advisors, LLC 0.01% Add +71.7% 249 $12K
Avion Wealth 0.00% No change 160 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.7% 142 $12K
North Capital, Inc. 0.01% — 143 $12K
Westend Capital Management, LLC 0.00% No change 141 $12K
Financial Freedom, LLC 0.01% No change 140 $12K
Highline Wealth Partners LLC 0.00% Add +70.0% 136 $11K
Missouri Trust & Investment Co 0.00% No change 135 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Add +0.8% 133 $11K
Community Bank, N.A. 0.00% No change 125 $10K
Nalls Sherbakoff Group, LLC 0.01% — 118 $10K
Carolinas Wealth Consulting LLC 0.00% Add +15.7% 118 $10K
Bellevue Asset Management, LLC 0.00% No change 108 $9K
Golden State Wealth Management, LLC 0.00% Reduce -16.0% 105 $9K
True Wealth Design, LLC 0.00% Add +2000.0% 105 $9K
IAG Wealth Partners, LLC 0.00% No change 103 $9K
Trust Co 0.00% No change 102 $9K
Gold Investment Management Ltd. 0.00% No change 100 $8K
Colonial Trust Advisors 0.00% No change 100 $8K
Hughes Financial Services, LLC 0.00% New 99 $8K
First PREMIER Bank 0.00% No change 100 $8K
Compass Financial Services Inc 0.00% New 95 $8K
Goodman Advisory Group, LLC 0.00% New 94 $8K
CBIZ Investment Advisory Services, LLC 0.00% New 94 $8K
Piscataqua Savings Bank 0.01% No change 89 $7K
Truvestments Capital LLC 0.00% No change 88 $7K
Bogart Wealth, LLC 0.00% Add +7.4% 87 $7K
Dunhill Financial, LLC 0.00% Reduce -35.0% 78 $7K
High Note Wealth, LLC 0.00% No change 76 $6K
WealthTrak Capital Management LLC 0.01% Add +114.3% 75 $6K
Hollencrest Capital Management 0.00% No change 75 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 71 $6K
Sierra Ocean, LLC 0.00% No change 70 $6K
Abound Wealth Management 0.00% Reduce -51.1% 65 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -40.0% 60 $5K
Park Place Capital Corp 0.00% Add +73.5% 59 $5K
Redmont Wealth Advisors LLC 0.01% New 56 $5K
ESL Trust Services, LLC 0.00% No change 53 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 57 $4K
Dogwood Wealth Management LLC 0.00% New 50 $4K
MorganRosel Wealth Management, LLC 0.00% New 50 $4K
Clark Wealth Partners 0.00% Add +6.5% 49 $4K
Salem Investment Counselors Inc. 0.00% No change 46 $4K
Rakuten Securities, Inc. 0.00% Add +388.9% 44 $4K
Pineridge Advisors LLC 0.00% Reduce -18.5% 44 $4K
Asset Planning,Inc 0.00% No change 37 $3K
Creative Capital Management Investments LLC 0.00% No change 36 $3K
Vermillion Wealth Management, Inc. 0.00% No change 36 $3K
Financial Management Professionals, Inc. 0.00% New 36 $3K
Nvwm, LLC 0.00% Add +79.0% 34 $3K
Bernard Wealth Management Corp. 0.00% New 33 $3K
Financial Network Wealth Advisors LLC 0.00% New 26 $2K
WealthCollab, LLC 0.00% No change 25 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 25 $2K
Principia Wealth Advisory, LLC 0.00% Add +62.5% 26 $2K
Winnacle Wealth LLC 0.00% Add +47.1% 25 $2K
Bare Financial Services, Inc 0.00% New 24 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $2K
Core Alternative Capital 0.00% No change 22 $2K
WestEnd Advisors, LLC 0.00% Add +46.7% 22 $2K
Iron Horse Wealth Management, LLC 0.00% New 20 $2K
NFSG Corp 0.00% No change 18 $2K
JDM Financial Group LLC 0.00% No change 17 $1K
Horizon Financial Services, LLC 0.00% New 16 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
CGC Financial Services, LLC 0.00% No change 15 $1K
MPWM Advisory Solutions, LLC 0.00% No change 14 $1K
Key Financial Inc 0.00% No change 14 $1K
Contravisory Investment Management, Inc. 0.00% No change 14 $1K
Parkworth Wealth Management, Inc. 0.00% Add +10.0% 11 $923
American Capital Advisory, LLC 0.00% New 11 $923
Aspect Partners, LLC 0.00% Add +120.0% 11 $922
Osterweis Capital Management Inc. 0.00% New 10 $839
Chesapeake Asset Management LLC 0.00% No change 10 $838
HFM Investment Advisors, LLC 0.00% — 9 $755
Transce3nd, LLC 0.00% Reduce -97.9% 9 $755
Bear Mountain Capital, Inc. 0.00% New 8 $652
Wood Tarver Financial Group, LLC 0.00% No change 7 $588
Puff Wealth Management, LLC 0.00% New 5 $422
GoalVest Advisory LLC 0.00% New 5 $419
MJT & Associates Financial Advisory Group, Inc. 0.00% — 3 $252
Y.D. More Investments Ltd 0.00% Add +13.8% 1,030 $232
Banque Transatlantique SA 0.00% No change 1 $84
Robinson Value Management, Ltd. 0.00% Reduce -100.0% 1 $42

"% 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.