Bank of New York MellonBNY

13F holders, Q2 2025 (June 30)
1,555holders +50
148new positions
98sold out
13famous investors
$91.12avg. 13F price*

At the end of Q2 2025, 1,555 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings, up 50 from Q1 2025. 148 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($6.5B), BlackRock, Inc. ($5.8B) and Dodge & Cox ($3.4B). 13 famous investors held it, including Mario Gabelli (1.3% of GAMCO Investors's portfolio), Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio) and Stephen Yacktman (0.7% of Yacktman Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions148$415.8M
Exits98$246.1M

All 13F filers, Q1 2025 → Q2 2025: 26,846,316 shares bought and 45,790,882 shares sold, net −18,944,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,555 holders

Vanguard Group Inc. 0.10% Add +0.7% 71,092,148 $6.5B
BlackRock, Inc. 0.11% Reduce -0.5% 64,000,713 $5.8B
Dodge & Cox 1.93% Reduce -10.4% 37,619,374 $3.4B
State Street Corp. 0.11% Reduce -0.9% 33,248,115 $3.0B
FMR LLC 0.17% Add +22.7% 32,498,500 $3.0B
Geode Capital Management, LLC 0.12% Add +4.3% 18,898,373 $1.7B
Bank of America Corp. 0.12% Add +29.1% 16,107,584 $1.5B
Artisan Partners Limited Partnership 2.14% Add +0.9% 15,803,214 $1.4B
Morgan Stanley 0.09% Add +15.4% 14,701,372 $1.3B
First Eagle Investment Management, LLC 2.29% Reduce -9.9% 12,552,364 $1.1B
JPMorgan Chase & Co. 0.08% Add +6.2% 12,212,403 $1.1B
Norges Bank 0.14% Reduce -6.2% 11,874,073 $1.1B
Ameriprise Financial Inc. 0.25% Reduce -6.1% 11,310,485 $1.0B
Wells Fargo & Company 0.18% Reduce -1.2% 9,122,355 $831.1M
Northern Trust Corp. 0.11% Reduce -1.8% 9,094,192 $828.6M
Nuveen, LLC 0.23% Reduce -2.0% 9,034,954 $823.2M
Invesco Ltd. 0.12% Reduce -9.3% 7,498,942 $683.2M
LSV Asset Management 1.33% Reduce -5.1% 6,259,101 $570.3M
Dimensional Fund Advisors LP 0.13% Reduce -0.1% 6,012,212 $547.8M
Amundi 0.19% Reduce -12.3% 5,865,943 $540.2M
Legal & General Group Plc 0.13% Reduce -8.3% 5,727,964 $521.9M
Arrowstreet Capital, Limited Partnership 0.32% Reduce -3.4% 4,943,627 $450.4M
Harris Associates (Oakmark Funds) 0.73% Reduce -32.5% 4,906,153 $447.0M
Charles Schwab Investment Management Inc. 0.07% Reduce -0.3% 4,737,745 $431.7M
Goldman Sachs Group Inc. 0.07% Reduce -6.8% 4,709,747 $429.1M
First Trust Advisors LP 0.32% Reduce -6.8% 4,417,879 $402.5M
Royal Bank of Canada 0.07% Reduce -8.8% 4,022,497 $366.5M
Bank of New York Mellon Corp 0.07% Reduce -5.2% 3,821,641 $348.2M
Deutsche Bank AG 0.11% Reduce -7.4% 3,347,438 $305.0M
UBS Group AG 0.06% Reduce -11.2% 3,180,299 $289.8M
AQR Capital Management 0.23% Reduce -3.9% 3,117,445 $284.0M
American Century Companies Inc. 0.14% Reduce -24.4% 2,916,908 $265.8M
T. Rowe Price Associates Inc. 0.03% Reduce -1.7% 2,838,467 $258.6M
Parnassus Investments, LLC 0.54% Reduce -3.8% 2,547,421 $232.1M
HSBC Holdings PLC 0.14% Reduce -2.0% 2,415,613 $220.0M
Barclays PLC 0.09% Reduce -2.0% 2,340,787 $213.3M
Envestnet Asset Management Inc. 0.06% Reduce -3.0% 2,287,687 $208.4M
Fayez Sarofim & Co 0.48% Reduce -9.9% 2,179,490 $198.6M
Truist Financial Corp. 0.28% Add +3.8% 2,061,235 $187.8M
National Pension Service 0.16% Reduce -13.1% 1,991,560 $181.5M
Franklin Resources Inc. 0.05% Reduce -21.4% 1,984,327 $180.8M
Davis Selected Advisers 0.92% Reduce -0.6% 1,898,430 $173.0M
Prudential Financial Inc. 0.21% Add +13.3% 1,763,162 $160.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% Reduce -0.8% 1,717,588 $156.5M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -5.0% 1,701,668 $155.0M
Robeco Institutional Asset Management B.V. 0.23% Reduce -16.7% 1,588,431 $144.7M
Brandes Investment Partners, LP 1.27% Reduce -10.5% 1,537,771 $140.1M
CANADA LIFE ASSURANCE Co 0.22% Reduce -4.5% 1,523,726 $139.0M
Gabelli Funds LLC 0.98% Reduce -4.3% 1,492,974 $136.0M
Qube Research & Technologies Ltd 0.19% New 1,489,713 $135.7M
GAMCO Investors 1.30% Reduce -3.0% 1,442,814 $131.5M
California Public Employees Retirement System 0.08% Add +5.6% 1,410,050 $128.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% Add +22.8% 1,396,649 $127.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +7.2% 1,362,596 $124.1M
Rhumbline Advisers 0.10% Reduce -5.8% 1,342,120 $122.3M
Federated Hermes, Inc. 0.22% Add +5.0% 1,282,390 $116.8M
Raymond James Financial Inc. 0.04% Add +4.7% 1,279,549 $116.6M
Squarepoint Ops LLC 0.25% Reduce -33.0% 1,255,065 $114.3M
BNP Paribas Financial Markets 0.09% Reduce -4.5% 1,220,176 $111.2M
California State Teachers Retirement System 0.12% Add +2.7% 1,213,349 $110.5M
Canada Pension Plan Investment Board 0.09% Add +9.2% 1,132,904 $103.2M
Thrivent Financial for Lutherans 0.21% Reduce -1.1% 1,043,684 $95.1M
TCW Group Inc. 0.73% Add +1.1% 1,021,851 $93.1M
Citigroup Inc. 0.06% Reduce -37.0% 980,589 $89.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -88.2% 956,980 $87.2M
Alliancebernstein L.P. 0.03% Reduce -7.8% 892,701 $81.3M
Sei Investments Co. 0.09% Reduce -10.5% 889,782 $81.1M
Zacks Investment Management 0.68% Add +1.8% 873,199 $79.6M
Victory Capital Management Inc. 0.05% Add +4.5% 865,083 $78.8M
Swedbank AB 0.09% Add +6.9% 865,221 $78.8M
Voya Investment Management LLC 0.09% Reduce -39.8% 830,027 $75.6M
New York State Common Retirement Fund 0.10% Add +0.3% 813,334 $74.1M
Captrust Financial Advisors 0.16% Add +0.2% 806,377 $73.5M
Principal Financial Group Inc. 0.04% Reduce -7.6% 805,387 $73.4M
Primecap Management Co. 0.06% Add +13.9% 805,230 $73.4M
Schroder Investment Management Group 0.06% Reduce -10.2% 799,200 $72.8M
Miller Howard Investments Inc. 2.27% Reduce -0.2% 786,863 $71.7M
New York State Teachers Retirement System 0.15% Add +16.1% 773,364 $70.5M
Millennium Management 0.06% Add +3095.1% 763,570 $69.6M
State Board of Administration of Florida Retirement System 0.12% Add +1.5% 763,265 $69.5M
O'shaughnessy Asset Management, LLC 0.47% Reduce -0.1% 761,328 $69.4M
KBC Group NV 0.19% Reduce -54.3% 760,543 $69.3M
M&G PLC 0.40% Reduce -2.8% 759,975 $69.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Reduce -1.2% 749,438 $68.3M
Storebrand Asset Management As 0.20% Add +26.4% 746,372 $68.0M
Acadian Asset Management LLC 0.14% Add +8.9% 719,719 $65.6M
Candriam S.C.A. 0.37% Add +4.4% 709,368 $64.6M
Bank of Montreal 0.03% Reduce -18.3% 707,555 $64.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.43% Reduce -0.3% 678,859 $61.9M
Aberdeen Group plc 0.10% Add +10.5% 676,637 $61.6M
CORDA Investment Management, LLC. 4.43% Reduce -3.2% 660,389 $60.2M
Adage Capital Partners Gp, L.L.C. 0.10% Add +0.1% 655,316 $59.7M
Jacobs Levy Equity Management, Inc. 0.23% Add +43.3% 651,408 $59.3M
Bank of Nova Scotia 0.12% Add +698.6% 651,135 $59.3M
Jane Street Group, LLC 0.10% Add +57.2% 646,933 $58.9M
AustralianSuper Pty Ltd 0.30% Reduce -41.5% 644,728 $58.7M
Man Group plc 0.13% Reduce -16.1% 644,008 $58.7M
Aviva PLC 0.12% Reduce -32.0% 623,936 $56.8M
Public Employees Retirement System of Ohio 0.19% Add +127.7% 620,715 $56.6M
LPL Financial LLC 0.02% Add +17.2% 613,494 $55.9M
Artemis Investment Management LLP 0.71% New 602,164 $54.9M
Russell Investments Group, Ltd. 0.07% Add +7.7% 585,114 $53.3M
National Bank of Canada 0.06% Reduce -4.0% 573,902 $52.3M
Korea Investment CORP 0.11% Reduce -3.9% 565,129 $51.5M
Macquarie Group Ltd. 0.06% Reduce -22.1% 554,149 $50.5M
Bridgewater Associates 0.20% Reduce -47.3% 551,977 $50.3M
Yacktman Asset Management 0.66% Reduce -6.0% 539,131 $49.1M
NewEdge Advisors, LLC 0.24% Add +5.5% 513,123 $46.8M
Pictet Asset Management Holding SA 0.05% Add +2.5% 508,411 $46.3M
Private Management Group Inc. 1.49% Reduce -10.4% 502,449 $45.8M
Vest Financial, LLC 0.65% Reduce -2.5% 500,893 $45.6M
Skandinaviska Enskilda Banken AB (publ) 0.19% Reduce -58.7% 473,755 $43.2M
First Horizon Advisors, Inc. 1.12% Add +1.1% 471,602 $43.0M
QRG Capital Management, Inc. 0.37% Add +18.9% 459,266 $41.8M
STRS Ohio 0.15% Reduce -16.9% 454,728 $41.4M
Danske Bank A/S 0.10% Add +5.6% 446,707 $40.7M
State of Wisconsin Investment Board 0.10% Reduce -9.3% 446,239 $40.7M
Tidal Investments LLC 0.26% Add +15.5% 442,107 $40.3M
LFL Advisers, LLC 15.91% Add +2.9% 436,939 $39.8M
Levin Capital Strategies, L.P. 3.82% Reduce -0.1% 426,472 $38.9M
CSM Advisors, LLC 1.13% Add +1077.9% 425,015 $38.7M
Federation des caisses Desjardins du Quebec 0.17% Reduce -36.8% 419,746 $38.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.4% 416,136 $37.9M
Mercer Global Advisors Inc. 0.08% Add +10.3% 414,867 $37.8M
Azimuth Capital Investment Management LLC 1.38% Reduce -0.3% 407,612 $37.1M
Lazard Asset Management LLC 0.06% Reduce -44.4% 407,346 $37.1M
Brandywine Global Investment Management, LLC 0.26% Reduce -2.3% 402,798 $36.7M
Natixis Advisors, LLC 0.06% Add +19.9% 401,472 $36.6M
KLP Kapitalforvaltning As 0.15% Add +4.0% 387,710 $35.3M
Conning Inc. 1.27% Reduce -6.2% 386,645 $35.2M
HighTower Advisors, LLC 0.04% Reduce -1.4% 385,115 $35.1M
Chevy Chase Trust Holdings, LLC 0.10% Add +0.4% 380,786 $34.7M
Toronto Dominion Bank 0.07% Add +20.8% 371,138 $33.8M
Hancock Whitney Corp. 0.64% Add +1871.9% 369,857 $33.7M
D. E. Shaw & Co. 0.03% New 355,856 $32.4M
Royal London Asset Management Ltd. 0.07% Reduce -3.8% 353,430 $32.2M
Allianz Asset Management GmbH 0.04% Reduce -9.7% 347,355 $31.6M
Caisse de depot et placement du Quebec 0.07% Add +273.0% 346,915 $31.6M
APG Asset Management N.V. 0.09% Add +1.3% 400,700 $31.1M
Panagora Asset Management Inc. 0.14% Reduce -1.1% 336,412 $30.7M
Treasurer of the State of North Carolina 0.10% Add +1.7% 334,388 $30.5M
Cannell & Spears LLC 0.61% Reduce -1.0% 331,539 $30.2M
Asset Management One Co., Ltd. 0.09% Reduce -0.3% 330,384 $30.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -62.0% 324,907 $29.6M
Corient Private Wealth LP 0.04% Reduce -5.0% 323,121 $29.4M
Cwm, LLC 0.10% Reduce -4.4% 316,899 $28.9M
Cetera Investment Advisers 0.05% Add +4.0% 305,486 $27.8M
Intech Investment Management LLC 0.26% Reduce -33.5% 302,919 $27.6M
Quantinno Capital Management LP 0.12% Add +27.3% 299,220 $27.3M
Renaissance Technologies 0.04% New 298,111 $27.2M
Prudential PLC 0.17% Add +16.1% 296,448 $27.0M
Handelsbanken Fonder AB 0.10% Add +1.3% 295,313 $26.9M
Illinois Municipal Retirement Fund 0.37% Reduce -22.5% 294,546 $26.8M
Delta Asset Management LLC 2.32% Reduce -1.5% 292,431 $26.6M
NorthCoast Asset Management LLC 0.11% Reduce -34.9% 291,132 $26.5M
Dana Investment Advisors, Inc. 0.88% Reduce -7.5% 290,431 $26.5M
Matrix Asset Advisors Inc. 2.65% Reduce -28.6% 287,266 $26.2M
Meeder Asset Management Inc. 1.60% Add +0.0% 285,582 $26.0M
Achmea Investment Management B.V. 0.33% Reduce -0.1% 282,797 $25.8M
Martingale Asset Management L P 0.63% Reduce -6.0% 282,671 $25.8M
Stifel Financial Corp. 0.02% Add +10.1% 276,375 $25.2M
Matthew Goff Investment Advisor, LLC 4.63% Reduce -1.2% 274,860 $25.0M
State of Tennessee, Department of Treasury 0.09% Add +5.2% 271,832 $24.8M
Mn Services Vermogensbeheer B.V. 0.17% Reduce -3.2% 268,316 $24.4M
DekaBank Deutsche Girozentrale 0.04% Add +1.1% 265,166 $24.3M
MML Investors Services, LLC 0.07% Add +2.5% 265,160 $24.2M
TD Asset Management Inc 0.02% Reduce -25.1% 263,089 $24.0M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +418766.7% 251,320 $22.9M
AXA S.A. 0.07% Reduce -34.2% 250,986 $22.9M
PNC Financial Services Group, Inc. 0.01% Add +2.4% 247,670 $22.6M
Resona Asset Management Co.,Ltd. 0.11% Add +4.1% 243,373 $22.2M
Nomura Asset Management Co. Ltd. 0.06% Add +4.7% 241,588 $22.0M
Forsta Ap-Fonden 0.14% Reduce -3.3% 238,500 $21.7M
Exchange Traded Concepts, LLC 0.28% Add +12.2% 238,175 $21.7M
Debussy Capital Management LP 3.26% Reduce -10.9% 238,120 $21.7M
Rafferty Asset Management, LLC 0.07% Add +1.1% 237,871 $21.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +28.7% 236,373 $21.5M
State of New Jersey Common Pension Fund D 0.08% No change 235,625 $21.5M
Teacher Retirement System of Texas 0.09% Reduce -10.9% 235,145 $21.4M
Erste Asset Management GmbH 0.18% Add +199.8% 234,536 $21.4M
Cacti Asset Management LLC 1.52% No change 233,565 $21.3M
Allspring Global Investments Holdings, LLC 0.04% Reduce -46.2% 232,365 $21.1M
Citizens Financial Group Inc. 0.33% Add +36.1% 222,715 $20.3M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Reduce -9.7% 218,989 $20.0M
J. Safra Sarasin Holding AG 0.34% Reduce -19.1% 216,065 $19.7M
Auxier Asset Management LLC 2.88% Reduce -1.3% 215,419 $19.6M
Ilmarinen Mutual Pension Insurance Co 0.15% No change 210,000 $19.1M
Arizona State Retirement System 0.11% Reduce -2.9% 209,894 $19.1M
US Bancorp \de 0.02% Reduce -3.3% 207,391 $18.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Reduce -2.8% 206,134 $18.8M
Hikari Power Ltd 1.56% Reduce -15.9% 205,810 $18.8M
State of Michigan Retirement System 0.10% Reduce -0.8% 204,355 $18.6M
AMF Tjanstepension AB 0.12% Add +13.8% 203,294 $18.5M
TD Waterhouse Canada Inc. 0.13% Add +53.6% 201,630 $18.3M
Mariner, LLC 0.03% Reduce -2.5% 198,027 $18.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -14.7% 190,653 $17.6M
Segall Bryant & Hamill, LLC 0.24% Reduce -2.9% 187,029 $17.0M
Calamos Advisors LLC 0.11% Reduce -34.7% 185,448 $16.9M
Ethic Inc. 0.30% Add +6.0% 184,936 $16.9M
Westchester Capital Management, Inc. 3.92% Reduce -0.3% 182,612 $16.6M
Ensign Peak Advisors, Inc 0.03% Reduce -1.6% 181,341 $16.5M
Commonwealth Equity Services, LLC 0.02% Add +4.2% 179,757 $16.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +4.2% 176,853 $16.1M
Dakota Wealth Management 0.34% Reduce -7.9% 176,611 $16.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +6.9% 175,464 $16.0M
Czech National Bank 0.12% Add +6.1% 174,877 $15.9M
Isthmus Partners, LLC 1.82% Reduce -1.3% 171,282 $15.6M
Vestor Capital, LLC 1.17% Add +12345.2% 68,075 $15.6M
Shelton Capital Management 0.36% Reduce -57.0% 169,917 $15.5M
Osaic Holdings, Inc. 0.03% Reduce -2.3% 169,820 $15.5M
Twin Tree Management, LP 0.39% Add +4.1% 169,583 $15.5M
Zurich Insurance Group Ltd 0.12% Reduce -49.0% 168,872 $15.4M
HRT Financial LP 0.07% New 168,101 $15.3M
Brown Advisory Inc. 0.02% Reduce -2.1% 167,883 $15.3M
Edgar Lomax Co. 0.96% Reduce -1.6% 166,609 $15.2M
Susquehanna Portfolio Strategies, LLC 0.32% New 163,183 $14.9M
Trillium Asset Management, LLC 0.40% Reduce -3.0% 161,469 $14.7M
Financial Engines Advisors L.L.C. 0.03% Add +0.2% 160,173 $14.6M
Comerica Bank 0.06% Add +0.1% 159,978 $14.6M
Empowered Funds, LLC 0.16% Add +47.2% 159,922 $14.6M
Novare Capital Management LLC 1.18% Reduce -4.4% 159,809 $14.6M
ProShare Advisors LLC 0.03% Reduce -5.8% 158,333 $14.4M
Janus Henderson Group PLC 0.01% Add +42.9% 158,214 $14.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -42.1% 157,540 $14.4M
Greystone Financial Group, LLC 2.31% Add +3.7% 154,110 $14.0M
Retirement Systems of Alabama 0.05% Reduce -0.5% 153,517 $14.0M
IFM Investors Pty Ltd 0.13% Reduce -1.4% 152,933 $13.9M
CIBC Private Wealth Group LLC 0.02% Reduce -0.3% 151,798 $13.8M
Smithfield Trust Co 0.64% Reduce -0.2% 148,447 $13.5M
Public Sector Pension Investment Board 0.06% Reduce -23.3% 147,247 $13.4M
Glenmede Investment Management, LP 0.07% — 144,535 $13.2M
Tweedy, Browne Co LLC 1.21% Reduce -3.7% 142,960 $13.0M
Assetmark, Inc. 0.03% Add +101.0% 142,655 $13.0M
Cardinal Capital Management 1.89% Add +0.8% 141,372 $12.9M
Creative Planning 0.01% Reduce -13.3% 140,887 $12.8M
Amalgamated Bank 0.10% Add +0.2% 140,430 $12.8M
&partners 0.10% Add +4.7% 139,595 $12.7M
Edgestream Partners, L.P. 0.35% Add +282.4% 139,160 $12.7M
ASR Vermogensbeheer N.V. 0.16% Reduce -4.8% 138,276 $12.6M
Varma Mutual Pension Insurance Co 0.09% Reduce -11.2% 138,190 $12.6M
CW Advisors, LLC 0.12% Add +252.2% 137,925 $12.6M
Vontobel Holding Ltd. 0.04% Add +184.4% 137,883 $12.6M
DNB Asset Management AS 0.05% Add +0.9% 137,099 $12.5M
Teachers Retirement System of the State of Kentucky 0.10% Add +143.8% 136,774 $12.5M
UMB Bank, n.a. 0.19% Add +1.1% 135,806 $12.4M
Janney Montgomery Scott LLC 0.03% Add +2.3% 133,089 $12.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +4.8% 132,629 $12.1M
Engineers Gate Manager LP 0.15% Add +241.4% 130,574 $11.9M
Burney Co./ 0.40% Add +68.5% 129,334 $11.8M
Xponance LLC 0.10% Add +7.4% 126,514 $11.5M
Country Club Bank 0.72% Reduce -1.5% 126,266 $11.5M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -96.3% 125,970 $11.5M
USS Investment Management Ltd 0.07% Add +0.1% 125,781 $11.5M
Investment Management Corp of Ontario 0.17% Add +25.9% 125,506 $11.4M
GMO 0.03% Reduce -32.7% 124,162 $11.3M
Vanguard Personalized Indexing Management, LLC 0.13% Add +10.8% 123,092 $11.2M
Jefferies Financial Group Inc. 0.19% Add +0.1% 122,859 $11.2M
Fisher Funds Management LTD 0.26% Reduce -10.0% 121,682 $11.1M
Marshall Wace, LLP 0.01% Reduce -88.5% 121,599 $11.1M
Markel Group 0.09% No change 121,500 $11.1M
Crossmark Global Holdings, Inc. 0.18% Reduce -4.7% 120,817 $11.0M
Cibc World Market Inc. 0.02% Reduce -24.7% 120,418 $11.0M
Los Angeles Capital Management LLC 0.04% Reduce -39.9% 119,678 $10.9M
Todd Asset Management LLC 0.23% New 119,332 $10.9M
Callan Family Office, LLC 0.34% Add +226.3% 118,428 $10.8M
Utah Retirement Systems 0.11% Reduce -0.6% 118,264 $10.8M
CIBC Asset Management Inc 0.03% Reduce -7.2% 117,741 $10.7M
Fiera Capital Corp 0.04% Add +13.1% 117,546 $10.7M
American Assets Investment Management, LLC 0.84% No change 115,000 $10.5M
Boston Common Asset Management, LLC 0.29% Reduce -31.5% 113,886 $10.4M
Impax Asset Management Group plc 0.06% Add +167.2% 113,589 $10.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -17.7% 112,981 $10.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.9% 112,812 $10.3M
Susquehanna International Group, LLP 0.02% Add +5.4% 111,607 $10.2M
Swiss Life Asset Management Ltd 0.06% Reduce -34.2% 110,589 $10.1M
Neuberger Berman Group LLC 0.01% Add +7.6% 109,620 $10.0M
Police & Firemen's Retirement System of New Jersey 0.09% Add +3.6% 109,520 $10.0M
Fifth Third Bancorp 0.03% Add +1.4% 109,016 $9.9M
Daiwa Securities Group Inc. 0.04% Add +5.6% 107,344 $9.8M
New York Life Investment Management LLC 0.09% Add +0.8% 107,090 $9.8M
Qsemble Capital Management, LP 0.93% Add +24.0% 106,525 $9.7M
Visionary Wealth Advisors 0.49% Add +1.4% 105,973 $9.7M
Kintegral Advisory, LLC 0.88% Reduce -0.1% 105,730 $9.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.9% 104,969 $9.6M
Natixis 0.05% Add +367.4% 103,890 $9.5M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -0.1% 102,883 $9.4M
First American Trust, FSB 0.74% Add +78.0% 101,953 $9.3M
SG Americas Securities, LLC 0.04% Add +67.9% 101,645 $9.3M
Polar Capital Holdings Plc 0.05% Reduce -32.9% 101,330 $9.2M
Mackenzie Financial Corp. 0.01% Reduce -2.9% 101,261 $9.2M
Advisors Asset Management, Inc. 0.16% Add +7.5% 100,742 $9.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +25.7% 100,627 $9.2M
Clifford Swan Investment Counsel LLC 0.32% Reduce -4.0% 100,588 $9.2M
Raiffeisen Bank International AG 0.14% Reduce -24.0% 101,263 $9.1M
RBF Capital, LLC 0.45% No change 100,000 $9.1M
Bradley Foster & Sargent Inc. 0.14% Add +2.6% 97,190 $8.9M
Yousif Capital Management, LLC 0.10% Reduce -10.4% 97,066 $8.8M
ProVise Management Group, LLC 0.69% Add +1.5% 95,296 $8.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -21.6% 95,240 $8.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 95,054 $8.7M
Atria Investments, Inc 0.10% Add +9.7% 92,615 $8.4M
Hamel Associates, Inc. 2.86% Reduce -1.1% 92,550 $8.4M
Baird Financial Group, Inc. 0.01% Reduce -2.3% 92,542 $8.4M
Oak Associates Ltd. 0.54% Reduce -6.7% 91,236 $8.3M
Pinnacle Financial Partners Inc 0.17% New 90,425 $8.2M
Cibc World Markets Corp. 0.05% Add +4.1% 90,133 $8.2M
Nissay Asset Management Corp. /Japan 0.05% Reduce -0.6% 89,933 $8.2M
M&T Bank Corp 0.03% Reduce -4.7% 89,277 $8.1M
Wealthfront Advisers LLC 0.02% Add +6.6% 87,200 $7.9M
Dorsey Wright & Associates 1.88% Add +0.2% 86,878 $7.9M
Boston Research & Management Inc. 1.88% Reduce -2.6% 86,689 $7.9M
Portland Global Advisors LLC 0.93% Reduce -2.9% 86,623 $7.9M
Rockefeller Capital Management L.P. 0.02% Add +55.0% 86,110 $7.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +150.5% 85,654 $7.8M
L & S Advisors Inc 0.87% Add +65.8% 84,936 $7.7M
Interval Partners, LP 0.18% New 84,554 $7.7M
Pathstone Holdings, LLC 0.03% Add +7.3% 82,697 $7.5M
Chase Investment Counsel Corp. 2.41% Reduce -0.6% 82,677 $7.5M
Sterling Capital Management LLC 0.11% Add +5.0% 82,454 $7.5M
IFG Advisory, LLC 0.38% Reduce -4.1% 82,052 $7.5M
Mutual of America Capital Management LLC 0.08% Reduce -1.7% 82,050 $7.5M
Motco 0.71% Reduce -2.5% 73,101 $7.4M
State of Alaska, Department of Revenue 0.08% Reduce -4.5% 80,349 $7.3M
Barbara Oil Co. 2.87% No change 80,000 $7.3M
Stolper Co 2.39% Reduce -1.6% 79,758 $7.3M
Keybank National Association 0.03% Reduce -0.9% 79,452 $7.2M
Wellington Management Group LLP 0.00% Reduce -93.6% 79,444 $7.2M
OP Asset Management Ltd 0.11% Add +2.1% 79,056 $7.2M
Cerity Partners LLC 0.01% Reduce -10.4% 77,522 $7.1M
Banque Cantonale Vaudoise 0.29% Add +142.0% 77,492 $7.1M
Woodline Partners LP 0.04% Add +27.6% 77,387 $7.1M
Knights of Columbus Asset Advisors LLC 0.42% New 76,631 $7.0M
MAI Capital Management 0.05% Add +0.5% 76,548 $7.0M
Dean Investment Associates, LLC 1.02% Reduce -4.1% 76,143 $6.9M
Pragma Gestao DE Patrimonio Ltd. 3.03% Reduce -11.8% 76,000 $6.9M
Sound Income Strategies, LLC 0.40% Add +6.4% 75,753 $6.9M
Abn Amro Investment Solutions 0.14% Reduce -32.2% 75,304 $6.9M
Caisse Des Depots Et Consignations 0.29% Reduce -5.8% 75,229 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.7% 75,210 $6.9M
South Dakota Investment Council 0.13% Reduce -47.6% 73,742 $6.7M
BNP Paribas 0.21% Add +39.2% 72,184 $6.6M
NEOS Investment Management LLC 0.08% Add +25.0% 71,299 $6.5M
Railway Pension Investments Ltd 0.09% Reduce -5.1% 70,300 $6.4M
Avantax Advisory Services, Inc. 0.03% Add +2.5% 69,590 $6.3M
Butensky & Cohen Financial Security, Inc. 1.88% Reduce -1.4% 69,247 $6.3M
Vinva Investment Management Ltd 0.16% Add +79.9% 69,050 $6.3M
Bokf, NA 0.10% Reduce -3.6% 68,927 $6.3M
Pacer Advisors, Inc. 0.02% Reduce -9.0% 66,787 $6.1M
Hantz Financial Services, Inc. 0.10% Reduce -3.2% 66,725 $6.1M
Elo Mutual Pension Insurance Co 0.12% Add +64.2% 65,347 $6.0M
Wealth Advisors of Tampa Bay, LLC 2.24% Reduce -1.5% 65,190 $5.9M
Rathbones Group PLC 0.03% Reduce -2.5% 64,813 $5.9M
Sit Investment Associates Inc. 0.12% Add +37.8% 63,315 $5.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.74% Add +25.4% 63,181 $5.8M
Lincoln Capital LLC 1.10% Reduce -0.1% 62,716 $5.7M
Benson Investment Management Company, Inc. 2.17% Reduce -0.3% 62,483 $5.7M
Nordea Investment Management AB 0.01% Add +3.2% 62,222 $5.7M
Oregon Public Employees Retirement Fund 0.10% Add +0.2% 61,758 $5.6M
Shell Asset Management Co. 0.19% Add +23.2% 61,354 $5.6M
Merit Financial Group, LLC 0.06% Add +360.7% 61,255 $5.6M
Steward Partners Investment Advisory, LLC 0.04% Add +9.1% 61,210 $5.6M
Susquehanna Fundamental Investments, LLC 0.15% Reduce -33.4% 61,198 $5.6M
Westpac Banking Corp. 0.37% No change 60,973 $5.6M
Pinnacle Associates Ltd. 0.08% Reduce -4.5% 60,767 $5.5M
World Investment Advisors 0.13% Add +33.7% 60,499 $5.5M
NJ State Employees Deferred Compensation Plan 0.65% No change 60,038 $5.5M
Cantor Fitzgerald Investment Advisors L.P. 0.39% Reduce -0.3% 59,907 $5.5M
B. Metzler seel. Sohn & Co. AG 0.05% Add +16.8% 59,144 $5.4M
Shayne & Jacobs, LLC 1.78% Reduce -7.7% 59,137 $5.4M
Kestra Private Wealth Services, LLC 0.08% Reduce -2.8% 58,813 $5.4M
Summit Financial, LLC 0.12% Add +399.6% 58,167 $5.3M
RPg Family Wealth Advisory, LLC 1.40% Reduce -45.0% 57,914 $5.3M
Promethos Capital, LLC 1.78% No change 57,896 $5.3M
Private Advisor Group, LLC 0.03% Add +2.7% 56,800 $5.2M
Arkadios Wealth Advisors 0.16% Add +5.6% 56,705 $5.2M
Convergence Investment Partners, LLC 1.28% Add +52.3% 55,416 $5.0M
Assenagon Asset Management S.A. 0.01% Add +2.8% 55,392 $5.0M
Barnes Dennig Private Wealth Management LLC 6.03% Reduce -9.5% 55,209 $5.0M
UniSuper Management Pty Ltd 0.03% Reduce -4.8% 53,936 $4.9M
Abner Herrman & Brock LLC 0.55% Add +98.3% 53,875 $4.9M
BNC Wealth Management, LLC 1.40% Add +2.8% 51,954 $4.7M
OMERS ADMINISTRATION Corp 0.04% No change 51,650 $4.7M
Estabrook Capital Management 0.72% Reduce -3.5% 51,330 $4.7M
Verition Fund Management LLC 0.03% Reduce -0.8% 51,194 $4.7M
Generali Asset Management SPA SGR 0.11% Reduce -31.0% 50,995 $4.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -2.9% 50,281 $4.6M
Metis Global Partners, LLC 0.12% Reduce -4.6% 50,171 $4.6M
Ibex Wealth Advisors 0.49% New 50,060 $4.6M
Central Pacific Bank - Trust Division 0.60% Reduce -1.7% 49,852 $4.5M
Boyar Asset Management Inc. 2.96% Reduce -1.7% 49,650 $4.5M
Pinkerton Wealth, LLC 0.54% Reduce -5.3% 49,486 $4.5M
Mizuho Securities USA LLC 0.10% — 49,447 $4.5M
ExodusPoint Capital Management, LP 0.05% Reduce -20.6% 48,356 $4.4M
Poehling Capital Management, INC. 1.03% Reduce -1.1% 48,204 $4.4M
Genus Capital Management Inc. 0.56% Add +57.6% 48,097 $4.4M
Two Sigma Securities, LLC 0.54% Add +1703.3% 47,896 $4.4M
Choreo, LLC 0.06% Add +4.1% 47,472 $4.3M
SteelPeak Wealth, LLC 0.17% Add +1270.5% 47,364 $4.3M
First Pacific Financial 0.63% New 47,220 $4.3M
Delta Financial Advisors LLC 1.50% Reduce -1.1% 46,771 $4.3M
Avanza Fonder AB 0.13% Reduce -12.6% 46,604 $4.2M
Oak Thistle LLC 0.62% New 46,244 $4.2M
Kentucky Retirement Systems 0.12% Reduce -6.2% 46,052 $4.2M
Alpha Omega Wealth Management LLC 0.73% Reduce -3.3% 44,702 $4.1M
Silvercrest Asset Management Group LLC 0.03% Add +31.1% 44,081 $4.0M
Sciencast Management LP 0.82% Add +69.0% 43,598 $4.0M
Hartford Investment Management Co. 0.13% Reduce -1.0% 43,367 $4.0M
Northstar Advisory Group, LLC 1.92% Add +24.7% 43,230 $3.9M
AdvisorNet Financial, Inc 0.25% Add +0.2% 43,150 $3.9M
Prosperity Consulting Group, LLC 0.29% Reduce -4.7% 42,959 $3.9M
Compound Planning, Inc. 0.15% Reduce -5.4% 42,704 $3.9M
Laird Norton Wetherby Wealth Management, LLC 0.17% — 42,424 $3.9M
Tower Research Capital LLC (TRC) 0.10% Add +107.0% 42,208 $3.8M
Park Avenue Securities LLC 0.04% Reduce -10.5% 41,729 $3.8M
Neville Rodie & Shaw Inc. 0.28% Reduce -16.8% 41,535 $3.8M
Murphy Pohlad Asset Management LLC 1.56% Reduce -1.0% 40,545 $3.7M
Brevan Howard Capital Management LP 0.04% New 40,537 $3.7M
Alerus Financial NA 0.27% Reduce -1.9% 40,475 $3.7M
D L Carlson Investment Group Inc. 0.67% Add +0.7% 40,249 $3.7M
Abc Arbitrage SA 0.42% New 40,109 $3.7M
Norinchukin Bank, The 0.05% Add +5.8% 40,019 $3.6M
King Luther Capital Management Corp. 0.02% Reduce -0.7% 39,777 $3.6M
SCS Capital Management LLC 0.04% Reduce -4.9% 39,773 $3.6M
Walleye Capital LLC 0.04% Reduce -83.7% 39,433 $3.6M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -1.4% 39,350 $3.6M
Allianz SE 0.08% Reduce -0.2% 38,779 $3.5M
Forte Capital LLC 0.38% Reduce -0.7% 38,740 $3.5M
Great Lakes Advisors, LLC 0.03% Reduce -3.9% 38,428 $3.5M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -59.3% 38,235 $3.5M
Andra AP-fonden 0.05% Reduce -31.1% 37,979 $3.5M
Alpine Woods Capital Investors, LLC 0.82% Reduce -3.9% 37,718 $3.4M
Louisiana State Employees Retirement System 0.06% Reduce -2.3% 37,700 $3.4M
Nisa Investment Advisors, LLC 0.02% Reduce -14.3% 37,619 $3.4M
Graphene Investments SAS 2.23% No change 37,600 $3.4M
Lido Advisors, LLC 0.02% Reduce -0.8% 37,458 $3.4M
Securian Asset Management, Inc. 0.10% Reduce -1.9% 37,313 $3.4M
Moors & Cabot, Inc. 0.16% Reduce -0.1% 36,936 $3.4M
Gulf International Bank (UK) Ltd 0.12% Reduce -9.4% 36,892 $3.4M
Diversified Trust Co. 0.07% Reduce -12.7% 36,829 $3.4M
McKinley Carter Wealth Services, Inc. 0.19% Add +13.2% 36,771 $3.4M
Oppenheimer & Co. Inc. 0.04% Reduce -1.0% 36,719 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +7.4% 36,718 $3.3M
Jain Global LLC 0.05% New 36,649 $3.3M
Blair William & Co. 0.01% Add +52.4% 36,449 $3.3M
Family Manage LLC 0.50% Add +0.5% 36,335 $3.3M
Focus Partners Wealth 0.01% Add +4.2% 35,859 $3.3M
Trilogy Capital Inc. 0.16% Reduce -1.5% 35,699 $3.3M
Plato Investment Management Ltd 0.24% Reduce -25.6% 35,730 $3.2M
Hennion & Walsh Asset Management, Inc. 0.13% Add +38.8% 35,513 $3.2M
Bayview Asset Management, LLC 3.26% New 35,500 $3.2M
Clearbridge Investments, LLC 0.00% Reduce -4.8% 35,181 $3.2M
Peapack Gladstone Financial Corp. 0.05% Add +16.5% 35,044 $3.2M
Aspen Grove Capital, LLC 0.54% Reduce -0.3% 35,029 $3.2M
Maryland State Retirement & Pension System 0.07% Add +3.4% 34,792 $3.2M
Falcon Wealth Planning 0.32% Reduce -2.3% 34,735 $3.2M
Joel Isaacson & Co., LLC 0.13% Add +0.2% 34,733 $3.2M
Evelyn Partners Investment Management LLP 0.10% No change 34,415 $3.1M
Dean Capital Management 1.28% Add +5.7% 34,168 $3.1M
New Mexico Educational Retirement Board 0.10% No change 33,960 $3.1M
Integrated Wealth Concepts LLC 0.03% Reduce -15.7% 33,821 $3.1M
First Manhattan Co. Llc. 0.01% Reduce -0.0% 33,683 $3.1M
Delta Capital Management LLC 1.73% Reduce -0.7% 33,535 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -28.6% 33,233 $3.0M
Praxis Investment Management Inc. 0.19% No change 32,984 $3.0M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -29.5% 32,881 $3.0M
Chilton Investment Co. Inc. 0.07% New 32,710 $3.0M
Bragg Financial Advisors, Inc 0.11% Reduce -1.9% 32,565 $3.0M
Intrinsic Value Partners, LLC 2.63% Reduce -12.0% 32,489 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +0.8% 32,373 $2.9M
HB Wealth Management, LLC 0.02% Add +7.4% 32,050 $2.9M
Douglass Winthrop Advisors, LLC 0.05% No change 31,943 $2.9M
Principal Securities, Inc. 0.05% Add +12.7% 31,903 $2.9M
Baxter Bros Inc. 0.36% Reduce -3.0% 31,862 $2.9M
Millington Financial Advisors, LLC 1.46% Reduce -9.7% 29,013 $2.9M
iA Global Asset Management Inc. 0.04% Add +30.4% 31,716 $2.9M
LGT Fund Management Co Ltd. 0.25% Reduce -8.8% 31,500 $2.9M
Louisbourg Investments Inc. 0.68% Reduce -3.1% 42,173 $2.9M
Campbell & CO Investment Adviser LLC 0.18% New 31,441 $2.9M
Allworth Financial LP 0.01% Add +18.6% 31,388 $2.9M
Concurrent Investment Advisors, LLC 0.06% Reduce -10.6% 31,343 $2.9M
Borer Denton & Associates, Inc. 0.98% Add +5.0% 31,099 $2.8M
Gotham Asset Management 0.02% Add +5.2% 30,943 $2.8M
Advisory Services Network, LLC 0.05% Add +8.3% 27,664 $2.8M
Vivid Wealth Management, LLC 1.23% Reduce -2.0% 30,776 $2.8M
Ritholtz Wealth Management 0.06% Add +5.3% 30,710 $2.8M
Polymer Capital Management (US) LLC 0.46% New 30,600 $2.8M
Gladstone Institutional Advisory LLC 0.11% Reduce -15.6% 30,370 $2.8M
Scotia Capital Inc. 0.01% Add +7.7% 30,228 $2.8M
CGN Advisors LLC 0.24% Add +0.7% 30,088 $2.7M
Patton Fund Management, Inc. 0.60% Reduce -43.6% 30,005 $2.7M
E. Ohman J:or Asset Management AB 0.07% No change 30,003 $2.7M
Twin Capital Management Inc. 0.29% Add +0.5% 29,860 $2.7M
Marietta Investment Partners LLC 0.59% Reduce -0.9% 29,769 $2.7M
Edgewood Management LLC 0.01% No change 29,704 $2.7M
Commerce Bank 0.02% Reduce -4.0% 29,695 $2.7M
Johnson Investment Counsel Inc. 0.02% Reduce -2.3% 29,643 $2.7M
First Citizens Bank & Trust Co. 0.05% Add +149.1% 29,457 $2.7M
Shilanski & Associates, Inc. 0.77% Add +0.8% 29,439 $2.7M
Woodstock Corp. 0.25% Reduce -1.3% 29,370 $2.7M
Oxford Asset Management LLP 0.87% Add +313.6% 29,160 $2.7M
Galvin, Gaustad & Stein, LLC 0.23% Reduce -85.4% 29,085 $2.6M
Argent Trust Co 0.10% Add +4.1% 28,968 $2.6M
Agf Management Ltd. 0.01% Reduce -1.7% 28,833 $2.6M
Bailard, Inc. 0.06% Reduce -2.7% 28,543 $2.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.54% Add +7.4% 28,144 $2.6M
Greenleaf Trust 0.02% Reduce -3.7% 28,009 $2.6M
Inlet Private Wealth, LLC 0.62% Reduce -0.2% 27,900 $2.5M
Apollon Wealth Management, LLC 0.05% Add +4.8% 27,858 $2.5M
Cary Street Partners Financial LLC 0.07% Add +0.1% 27,700 $2.5M
Citadel Advisors 0.00% Reduce -44.9% 27,643 $2.5M
Cresset Asset Management, LLC 0.01% Add +32.8% 27,438 $2.5M
Jump Financial, LLC 0.03% New 27,240 $2.5M
AG2R La Mondiale Gestion D'actifs 0.13% No change 27,032 $2.5M
Stephens Inc. 0.03% Reduce -15.4% 26,791 $2.4M
Global Financial Private Client, LLC 0.91% Add +11.6% 26,704 $2.4M
PKS Advisory Services, LLC 0.60% Add +0.2% 26,589 $2.4M
Ieq Capital, LLC 0.01% Reduce -36.8% 26,469 $2.4M
Par Capital Management Inc. 0.08% New 26,364 $2.4M
Ascent Wealth Partners, LLC 0.30% No change 26,358 $2.4M
Empirical Finance, LLC 0.13% Add +0.6% 26,295 $2.4M
Councilmark Asset Management, LLC 1.51% Add +0.1% 26,224 $2.4M
Landscape Capital Management, L.L.C. 0.19% New 26,075 $2.4M
Beck Mack & Oliver LLC 0.04% Reduce -2.2% 25,877 $2.4M
Western Financial Corp 1.25% Add +1.4% 25,616 $2.3M
Lombard Odier Asset Management (Switzerland) SA 0.12% Add +33.0% 25,441 $2.3M
Tiaa Trust, National Association 0.01% Add +9.8% 25,279 $2.3M
Cobblestone Capital Advisors LLC 0.12% Reduce -5.3% 24,963 $2.3M
Savant Capital, LLC 0.02% Add +10.7% 24,946 $2.3M
Great Diamond Partners, LLC 0.48% New 24,903 $2.3M
Walleye Trading LLC 0.06% New 24,899 $2.3M
Teamwork Financial Advisors, LLC 0.28% Reduce -34.5% 24,838 $2.3M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -1.6% 24,656 $2.2M
Evergreen Capital Management LLC 0.07% Add +7.4% 24,569 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -0.2% 24,514 $2.2M
Guggenheim Capital LLC 0.02% Add +6.6% 24,056 $2.2M
Mainstay Capital Management LLC 0.11% New 24,004 $2.2M
Premier Path Wealth Partners, LLC 0.30% Add +3.1% 23,935 $2.2M
Carnegie Lake Advisors LLC 0.86% Reduce -15.2% 23,748 $2.2M
Jones Financial Companies LLLP 0.00% Add +15.0% 23,571 $2.1M
Verdence Capital Advisors LLC 0.15% Add +2.2% 23,534 $2.1M
Live Oak Investment Partners 1.65% Reduce -2.1% 23,520 $2.1M
Valley National Advisers Inc. 0.35% Reduce -2.8% 23,506 $2.1M
Dynamic Advisor Solutions LLC 0.07% Add +11.3% 23,419 $2.1M
Allen Wealth Management, LLC 1.49% Reduce -1.6% 23,395 $2.1M
Beverly Hills Private Wealth, LLC 0.40% Add +25.9% 23,349 $2.1M
Hutchinson Financial Advisors, INC 2.38% — 23,336 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.08% No change 23,335 $2.1M
Carret Asset Management, LLC 0.23% Reduce -4.3% 23,299 $2.1M
Dynamic Technology Lab Private Ltd 0.28% New 22,891 $2.1M
Searle & Co. 0.59% No change 22,837 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.0% 22,823 $2.1M
Inceptionr LLC 0.48% New 22,812 $2.1M
Rodgers Brothers Inc. 0.26% Reduce -3.7% 22,794 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Add +5.6% 22,518 $2.1M
Pitcairn Co. 0.13% Reduce -13.2% 22,438 $2.0M
Kestra Advisory Services, LLC 0.01% Add +33.1% 22,341 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.23% Add +19.9% 22,296 $2.0M
Hudson Portfolio Management LLC 1.89% Reduce -2.8% 22,145 $2.0M
SVB Wealth LLC 0.11% Reduce -38.3% 22,140 $2.0M
Kanawha Capital Management LLC 0.15% Reduce -0.7% 22,064 $2.0M
Fox Run Management, L.L.C. 0.33% New 21,681 $2.0M
Wynn Capital, LLC 1.05% Reduce -0.2% 21,590 $2.0M
Quadrant Capital Group LLC 0.07% Add +1.3% 21,410 $2.0M
Granite Group Advisors, LLC 1.17% Reduce -30.3% 21,277 $1.9M
Agate Pass Investment Management, LLC 0.79% No change 21,240 $1.9M
Signature Wealth Management Partners, LLC 1.11% No change 21,237 $1.9M
SageView Advisory Group, LLC 0.07% Add +4.5% 18,992 $1.9M
Forum Financial Management, LP 0.03% Add +2.2% 20,953 $1.9M
Fifth Third Wealth Advisors LLC 0.08% Add +43.5% 20,895 $1.9M
Horizon Investments, LLC 0.03% Add +4.6% 20,750 $1.9M
Vise Technologies, Inc. 0.08% — 20,489 $1.9M
Gsa Capital Partners LLP 0.13% New 20,478 $1.9M
Mraz, Amerine & Associates, Inc. 0.30% Add +5.2% 20,370 $1.9M
Meeder Advisory Services, Inc. 0.10% Add +6.4% 20,364 $1.9M
WCG Wealth Advisors LLC 0.12% Reduce -0.6% 20,257 $1.8M
Cherokee Insurance Co 0.80% No change 20,230 $1.8M
Thoroughbred Financial Services, LLC 0.13% Reduce -29.5% 20,219 $1.8M
Waverly Advisors, LLC 0.02% Reduce -9.3% 20,131 $1.8M
Wilmington Savings Fund Society, FSB 0.03% Reduce -25.1% 19,965 $1.8M
Garland Capital Management Inc. 5.73% Reduce -70.6% 19,795 $1.8M
XTX Topco Ltd 0.07% New 19,763 $1.8M
CSS LLC 0.33% Add +11.4% 19,690 $1.8M
Mirova 0.25% Add +14.7% 19,684 $1.8M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +12.6% 19,666 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -6.5% 19,545 $1.8M
AE Wealth Management LLC 0.01% Add +11.9% 19,414 $1.8M
Fiduciary Family Office, LLC 0.57% Reduce -17.5% 19,234 $1.8M
Element Pointe Advisors, LLC 0.42% Reduce -5.6% 19,191 $1.7M
Bluespring Wealth Management, LLC 0.17% Reduce -1.0% 19,183 $1.7M
Anchor Investment Management, LLC 0.15% Reduce -2.0% 19,133 $1.7M
Pinebridge Investments, L.P. 0.01% New 19,065 $1.7M
Ofi Invest Asset Management 0.04% Reduce -23.1% 22,350 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -52.7% 18,927 $1.7M
Gifford Fong Associates 0.40% No change 18,872 $1.7M
Ballentine Partners, LLC 0.03% Reduce -3.4% 18,804 $1.7M
Coldstream Capital Management Inc. 0.03% Add +33.5% 18,802 $1.7M
Edgemoor Investment Advisors, Inc. 0.15% No change 18,718 $1.7M
Axq Capital, LP 0.55% New 18,708 $1.7M
Donald L. Hagan, LLC 0.85% Reduce -1.6% 18,602 $1.7M
Paradigm Asset Management Co. LLC 0.42% Reduce -25.6% 18,600 $1.7M
Wilkins Investment Counsel Inc. 0.24% Reduce -0.5% 18,600 $1.7M
Rothschild Investment LLC 0.11% Reduce -4.2% 18,489 $1.7M
AIA Group Ltd 0.04% Reduce -16.1% 18,485 $1.7M
Gries Financial LLC 0.30% Add +2.7% 18,093 $1.6M
Farringdon Capital, Ltd. 0.55% New 18,071 $1.6M
Mount Lucas Management LP 0.78% Reduce -13.2% 18,064 $1.6M
Union Bancaire Privee, UBP SA 0.02% New 22,560 $1.6M
111 Capital 0.28% Add +112.5% 18,026 $1.6M
Vident Advisory, LLC 0.02% Reduce -43.6% 18,021 $1.6M
Tocqueville Asset Management L.P. 0.03% Reduce -4.3% 18,006 $1.6M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.3% 18,003 $1.6M
GAMMA Investing LLC 0.10% Add +6.4% 17,757 $1.6M
WINTON GROUP Ltd 0.08% New 17,692 $1.6M
Virtus Investment Advisers, LLC 0.54% Add +7.1% 17,619 $1.6M
Baldwin Wealth Partners LLC 0.11% Add +2.6% 17,617 $1.6M
Summit Trail Advisors, LLC 0.03% New 17,607 $1.6M
LBP Am SA 0.02% Reduce -10.1% 17,511 $1.6M
Beacon Financial Group 0.17% Reduce -1.4% 17,443 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +10.4% 17,374 $1.6M
Archford Capital Strategies, LLC 0.20% Reduce -62.0% 17,361 $1.6M
Board of the Pension Protection Fund 1.70% Add +69.6% 17,300 $1.6M
Essex Financial Services, Inc. 0.10% Add +5.3% 17,273 $1.6M
Mufg Securities Americas Inc. 0.13% Add +21.1% 17,153 $1.6M
Ingalls & Snyder LLC 0.06% No change 17,066 $1.6M
Fieldview Capital Management, LLC 0.23% New 17,024 $1.6M
Secured Retirement Advisors, LLC 0.92% Add +2.4% 16,987 $1.5M
Welch Group, LLC 0.06% No change 16,936 $1.5M
Commerzbank Aktiengesellschaft 0.04% Add +5.7% 16,933 $1.5M
Legacy Bridge, LLC 0.73% No change 16,788 $1.5M
Principle Wealth Partners LLC 0.10% Add +5.9% 16,787 $1.5M
Blueshift Asset Management, LLC 0.47% Add +231.2% 16,757 $1.5M
Aspire Private Capital, LLC 0.35% Reduce -10.7% 16,745 $1.5M
FSB Premier Wealth Management, Inc. 0.54% Add +19.3% 16,713 $1.5M
Voya Financial Advisors, Inc. 0.15% Reduce -2.5% 16,661 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -3.1% 16,671 $1.5M
First National Trust Co 0.06% Reduce -26.5% 16,666 $1.5M
IPG Investment Advisors LLC 0.30% Add +1.3% 16,648 $1.5M
MTM Investment Management, LLC 0.51% Add +63.8% 16,626 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.1% 16,592 $1.5M
Bessemer Group Inc. 0.00% Reduce -40.4% 16,570 $1.5M
Gateway Investment Advisers LLC 0.02% Reduce -0.7% 16,472 $1.5M
Van Hulzen Asset Management, LLC 0.12% Add +0.1% 16,366 $1.5M
Atria Wealth Solutions, Inc. 0.03% Reduce -68.9% 16,128 $1.5M
Logan Capital Management Inc. 0.07% Reduce -30.9% 16,047 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -33.5% 15,992 $1.5M
Wealthspire Advisors, LLC 0.01% Add +7.7% 15,989 $1.5M
Columbia Asset Management 0.29% Reduce -2.6% 15,927 $1.5M
Klingenstein Fields & Co. LP 0.06% Reduce -16.3% 15,852 $1.4M
Nilsine Partners, LLC 0.15% Add +6.3% 15,762 $1.4M
Park National Corp. 0.05% Reduce -0.3% 15,757 $1.4M
Wedbush Securities Inc. 0.05% Reduce -0.7% 15,748 $1.4M
Sumitomo Life Insurance Co. 0.10% New 15,694 $1.4M
McRae Capital Management Inc. 0.29% No change 15,628 $1.4M
Mission Wealth Management, LP 0.03% Add +0.6% 15,599 $1.4M
Teza Capital Management LLC 1.05% New 15,472 $1.4M
Pekin Hardy Strauss, Inc. 0.16% Reduce -13.2% 15,422 $1.4M
Summit Global Investments 0.08% Reduce -68.7% 15,310 $1.4M
William B. Walkup & Associates, Inc. 0.82% Add +0.6% 15,239 $1.4M
Florida Trust Wealth Management Co 0.04% Add +0.7% 15,218 $1.4M
Moody National Bank Trust Division 0.13% Add +5.9% 15,175 $1.4M
Bfsg, LLC 0.15% Reduce -2.4% 15,172 $1.4M
Bleakley Financial Group, LLC 0.03% Add +21.8% 15,096 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Add +62.7% 15,092 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +0.6% 15,047 $1.4M
Arjuna Capital 0.36% Reduce -5.0% 15,028 $1.4M
Bayesian Capital Management, LP 0.22% Add +5.6% 15,000 $1.4M
Maltese Capital Management LLC 0.19% New 15,000 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 14,974 $1.4M
Parsons Capital Management Inc. 0.08% Reduce -3.0% 14,961 $1.4M
Endeavor Private Wealth, Inc. 0.64% Add +5.4% 14,908 $1.4M
VestGen Advisors, LLC 0.05% Reduce -62.9% 14,812 $1.3M
Regions Financial Corp. 0.01% Reduce -6.9% 14,769 $1.3M
Rossmore Private Capital 0.16% Reduce -0.9% 14,751 $1.3M
SouthState Bank Corp 0.06% Reduce -0.7% 14,746 $1.3M
Stance Capital LLC 0.50% New 14,596 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.20% No change 14,500 $1.3M
Signaturefd, LLC 0.02% Reduce -8.5% 14,490 $1.3M
NewEdge Wealth, LLC 0.02% Add +241.4% 12,887 $1.3M
Whittier Trust Co. 0.02% No change 14,422 $1.3M
Arax Advisory Partners 0.06% Reduce -3.6% 14,206 $1.3M
Capitolis Liquid Global Markets LLC 0.01% No change 14,200 $1.3M
Simplicity Wealth,LLC 0.05% Add +210.2% 14,151 $1.3M
WealthTrust Asset Management, LLC 0.96% Add +1.0% 14,107 $1.3M
IHT Wealth Management, LLC 0.04% Reduce -0.1% 14,102 $1.3M
Vestcor Inc 0.04% Add +5.5% 14,029 $1.3M
Synovus Financial Corp. 0.02% Add +0.9% 13,657 $1.2M
Boston Family Office LLC 0.08% No change 13,609 $1.2M
Fiduciary Trust Co 0.02% Add +7.5% 13,605 $1.2M
Cornerstone Advisors, LLC 0.04% Add +41.7% 13,600 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.8% 13,584 $1.2M
Parallel Advisors, LLC 0.02% Add +7.7% 13,554 $1.2M
Meriwether Wealth & Planning, LLC 0.77% Reduce -5.9% 13,505 $1.2M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.9% 13,495 $1.2M
Shufro Rose & Co. LLC 0.10% Reduce -1.3% 14,577 $1.2M
LVW Advisors, LLC 0.14% Reduce -2.1% 13,366 $1.2M
Cove Street Capital, LLC 1.79% No change 13,343 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Add +21.3% 13,270 $1.2M
Lecap Asset Management Ltd. 0.43% New 13,262 $1.2M
Ascent Group, LLC 0.05% Reduce -43.6% 13,244 $1.2M
Almanack Investment Partners, LLC. 0.19% Add +12.4% 13,207 $1.2M
Machina Capital S.A.S. 0.25% Add +191.2% 13,175 $1.2M
Geneos Wealth Management Inc. 0.03% Add +21.4% 12,979 $1.2M
CoreCap Advisors, LLC 0.05% Add +1158.8% 12,978 $1.2M
Redhawk Wealth Advisors, Inc. 0.15% Add +3.7% 12,972 $1.2M
Worldquant Millennium Advisors LLC 0.01% Reduce -84.8% 12,950 $1.2M
Independent Advisor Alliance 0.03% Add +2.4% 12,924 $1.2M
Peoples Bank 0.79% No change 12,917 $1.2M
Ostrum Asset Management 0.06% Reduce -21.7% 12,880 $1.2M
Valmark Advisers, Inc. 0.02% Add +0.2% 12,844 $1.2M
Hunter Associates Investment Management LLC 0.17% Reduce -5.5% 12,855 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +2.9% 12,812 $1.2M
Fulton Bank, N.A. 0.04% Add +5.0% 12,788 $1.2M
Unique Wealth Strategies, LLC 0.49% Add +0.1% 12,737 $1.2M
Jacobi Capital Management LLC 0.08% Add +0.1% 12,715 $1.2M
WealthTrust Axiom LLC 0.34% No change 12,654 $1.2M
Boothbay Fund Management, LLC 0.04% New 12,507 $1.1M
Frank, Rimerman Advisors LLC 0.08% Reduce -3.1% 12,502 $1.1M
LGT Group Foundation 0.01% Reduce -96.7% 12,484 $1.1M
Alliance Wealth Advisors, LLC 0.62% Reduce -7.8% 12,480 $1.1M
Ellevest, Inc. 0.18% Reduce -14.7% 12,433 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -15.9% 12,297 $1.1M
Allegheny Financial Group 0.24% Add +1.3% 12,070 $1.1M
Horizon Kinetics Asset Management LLC 0.01% No change 12,064 $1.1M
Ausdal Financial Partners, Inc. 0.07% Reduce -5.7% 12,022 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -17.3% 11,982 $1.1M
Whitener Capital Management, Inc. 0.29% Reduce -4.5% 11,880 $1.1M
1834 Investment Advisors Co. 0.14% No change 11,844 $1.1M
Schulhoff & Co. Inc. 0.48% Add +0.0% 11,828 $1.1M
Aspen Investment Management Inc 0.45% Reduce -1.4% 11,783 $1.1M
Confluence Wealth Services, Inc. 0.06% Add +0.9% 11,761 $1.1M
Brookstone Capital Management 0.01% Reduce -18.1% 11,718 $1.1M
ING Groep NV 0.01% Add +13.2% 11,671 $1.1M
Centiva Capital, LP 0.07% Add +36.6% 11,661 $1.1M
Outlook Wealth Advisors, LLC 0.27% Reduce -0.3% 11,607 $1.1M
Beacon Investment Advisory Services, Inc. 0.05% No change 11,567 $1.1M
Crux Wealth Advisors 0.44% Add +46.2% 11,460 $1.0M
FORA Capital, LLC 0.12% Reduce -74.8% 11,434 $1.0M
Graham Capital Management, L.P. 0.03% Reduce -75.1% 11,424 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +33.5% 11,405 $1.0M
Fruth Investment Management 0.28% Reduce -0.8% 11,405 $1.0M
Huntington National Bank 0.01% Add +2.0% 11,401 $1.0M
Benjamin Edwards Inc. 0.01% Add +7.7% 11,376 $1.0M
Affinity Investment Advisors, LLC 0.78% Reduce -6.9% 11,375 $1.0M
FCG Investment Co 0.54% Reduce -30.9% 11,356 $1.0M
Goodwin Investment Advisory 1.19% No change 11,344 $1.0M
Commonwealth Retirement Investments LLC 0.39% Reduce -4.4% 11,337 $1.0M
Semmax Financial Advisors Inc. 0.27% Reduce -5.1% 10,013 $1.0M
Manchester Capital Management LLC 0.14% Add +0.5% 11,303 $1.0M
Pallas Capital Advisors LLC 0.04% Add +37.5% 11,165 $1.0M
Townsquare Capital LLC 0.10% Reduce -63.2% 11,138 $1.0M
Certuity, LLC 0.10% Add +1.0% 11,081 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 11,017 $1.0M
Farther Finance Advisors, LLC 0.02% Add +22.8% 10,995 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +4.0% 10,927 $995K
Graypoint LLC 0.06% Reduce -0.8% 10,924 $995K
CreativeOne Wealth, LLC 0.03% Add +2.6% 10,882 $991K
Ontario Teachers Pension Plan Board 0.02% Reduce -13.7% 10,796 $984K
Keystone Financial Services 0.33% Add +2.4% 10,749 $979K
Trust Co. of Vermont 0.05% Add +22.9% 10,682 $973K
Sovran Advisors, LLC 0.10% Reduce -11.4% 10,472 $971K
Journey Advisory Group, LLC 0.08% No change 10,649 $970K
Qtron Investments LLC 0.12% No change 10,635 $969K
Canada Post Corp Registered Pension Plan 0.06% Reduce -14.1% 10,597 $965K
SkyView Investment Advisors, LLC 0.14% Reduce -0.9% 10,510 $958K
Hussman Strategic Advisors, Inc. 0.22% New 10,500 $957K
NorthRock Partners, LLC 0.02% Add +13.3% 10,497 $956K
NBT Bank, N.A. 0.07% No change 10,490 $956K
Legacy Wealth Asset Management, LLC 0.24% Reduce -1.7% 10,482 $955K
Transamerica Financial Advisors, LLC 0.09% Reduce -14.1% 10,457 $953K
Vaughan David Investments LLC 0.02% Add +3.1% 10,406 $948K
Profund Advisors LLC 0.03% Reduce -9.9% 10,378 $946K
Siemens Fonds Invest GmbH 0.06% Add +22.9% 10,372 $945K
DAVENPORT & Co LLC 0.01% Add +3.6% 10,281 $937K
Whittier Trust Co. of Nevada Inc. 0.02% No change 10,253 $934K
Scientech Research LLC 0.23% New 10,250 $934K
HF Advisory Group, LLC 0.37% Add +4.3% 10,245 $933K
Yoffe Investment Management, LLC 1.27% No change 10,200 $929K
Fort Washington Investment Advisors Inc. 0.01% Add +7.0% 10,165 $926K
Raleigh Capital Management Inc. 0.39% Reduce -10.8% 10,083 $919K
Mgo One Seven LLC 0.03% Reduce -0.6% 10,030 $914K
HighPoint Advisor Group LLC 0.05% Add +7.1% 10,026 $913K
Heritage Wealth Management, Inc. 0.29% No change 10,000 $911K
Focus Partners Advisor Solutions, LLC 0.01% Add +29.4% 9,911 $902K
Silverlake Wealth Management LLC 0.26% Reduce -0.3% 9,853 $898K
Pettee Investors, Inc. 0.54% No change 9,852 $898K
Tectonic Advisors LLC 0.05% Add +2.2% 9,841 $897K
Curbstone Financial Management Corp 0.18% Reduce -3.9% 9,750 $888K
Aaron Wealth Advisors LLC 0.09% Add +5.8% 9,747 $888K
Round Rock Advisors LLC 0.15% Add +44.7% 9,713 $885K
Western Wealth Management, LLC 0.05% Add +0.0% 9,605 $875K
Sompo Asset Management Co., Ltd. 0.15% Reduce -35.8% 9,590 $874K
EP Wealth Advisors, LLC 0.01% Add +43.0% 9,526 $868K
Loudon Investment Management, LLC 0.48% Reduce -8.4% 9,427 $859K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -4.1% 9,363 $853K
Lanark Financial, Inc. 0.07% Reduce -22.1% 9,365 $853K
Intrepid Capital Management Inc. 0.45% Reduce -13.8% 9,335 $851K
TrueMark Investments, LLC 0.18% Reduce -81.8% 9,312 $848K
CX Institutional 0.03% Add +6.8% 9,177 $836K
Rexford Capital Inc. 0.69% — 9,175 $836K
Canandaigua National Bank & Trust Co. 0.08% No change 9,104 $829K
Redmond Asset Management, LLC 0.20% Reduce -5.5% 9,065 $826K
Legacy Financial Advisors, Inc. 0.13% Add +150.5% 9,052 $825K
Heartland Bank & Trust Co 0.39% Reduce -2.1% 9,025 $822K
Smith Group Asset Management, LLC 0.05% No change 9,000 $820K
Strategy Asset Managers LLC 0.15% Reduce -2.6% 8,937 $814K
Flputnam Investment Management Co. 0.01% Reduce -2.2% 8,932 $814K
TCV Trust & Wealth Management, Inc. 0.07% No change 8,923 $813K
Gilbert & Cook, Inc. 0.11% Add +1.6% 8,921 $813K
Hillsdale Investment Management Inc. 0.03% Reduce -1.1% 8,900 $811K
McGlone Suttner Wealth Management, Inc. 0.12% Add +8.3% 8,841 $806K
Lountzis Asset Management, LLC 0.28% No change 8,800 $802K
HM Payson & Co. 0.01% Add +2.2% 8,773 $799K
Invst, LLC 0.10% Add +4.2% 8,765 $799K
VestGen Investment Management 0.57% Add +1.7% 8,753 $797K
Syon Capital LLC 0.05% Add +36.2% 8,743 $797K
WFA of San Diego, LLC 0.59% — 8,734 $796K
Mather Group, Llc. 0.01% Reduce -1.8% 8,720 $794K
Chilton Capital Management LLC 0.03% No change 8,706 $793K
Foundations Investment Advisors, LLC 0.01% Reduce -3.7% 8,698 $792K
S-Bank Fund Management Ltd 0.12% New 8,663 $789K
Wealth Quarterback LLC 0.37% Reduce -4.7% 8,646 $788K
Trivium Point Advisory, LLC 0.09% Reduce -26.0% 8,636 $787K
Leonteq Securities AG 0.05% Add +237.2% 8,633 $787K
Crawford Investment Counsel Inc. 0.01% Add +0.4% 8,624 $786K
Jeppson Wealth Management, LLC 0.27% No change 8,609 $784K
Summit Financial Strategies, Inc. 0.07% Add +0.3% 8,478 $772K
Harbor Investment Advisory, LLC 0.07% No change 8,475 $772K
Sowell Financial Services LLC 0.03% Add +2.2% 8,463 $771K
WoodTrust Financial Corp 0.10% Add +105.0% 5,335 $770K
Trust Asset Management LLC 0.06% No change 8,388 $764K
MASTERINVEST Kapitalanlage GmbH 0.08% — 8,363 $762K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.8% 8,278 $754K
Diversify Advisory Services, LLC 0.03% New 7,250 $751K
GeoWealth Management, LLC 0.03% Reduce -2.6% 8,222 $749K
Kathmere Capital Management, LLC 0.06% Reduce -5.5% 8,203 $747K
Banque de Luxembourg S.A. 0.42% No change 8,817 $739K
D.A. Davidson & Co. 0.01% Reduce -1.0% 8,115 $739K
Twin City Private Wealth, LLC 0.60% Reduce -0.5% 8,106 $738K
Basepoint Wealth LLC 0.57% Add +5.0% 8,080 $736K
Brooklyn Investment Group 0.10% Add +86.1% 8,901 $735K
Sagespring Wealth Partners, LLC 0.02% Add +10.9% 8,062 $735K
RB Capital Management, LLC 0.17% Add +1.6% 7,990 $728K
Caldwell Sutter Capital, Inc. 0.33% No change 7,943 $724K
Builder Investment Group Inc. 0.18% No change 7,911 $721K
Hendershot Investments Inc. 0.10% No change 7,874 $717K
Farmers National Bank 0.19% Reduce -4.0% 7,848 $715K
Strategic Investment Advisors / MI 0.07% Reduce -26.5% 7,938 $715K
Quarry LP 0.17% Add +27.3% 7,811 $712K
Checchi Capital Advisers, LLC 0.05% Reduce -7.2% 7,790 $710K
Advisory Alpha, LLC 0.02% Add +31.9% 7,716 $703K
Private Trust Co. NA 0.07% Add +5.8% 7,690 $701K
Signet Financial Management, LLC 0.09% Add +3.9% 7,641 $696K
Wedmont Private Capital 0.03% Add +5.7% 7,477 $696K
Congress Asset Management Co. 0.00% No change 7,632 $695K
Founders Financial Securities LLC 0.05% Add +3.1% 7,623 $695K
Williamson Legacy Group, LLC 0.58% Add +122.3% 7,618 $694K
Woodward Diversified Capital, LLC 0.35% Add +56.1% 7,585 $691K
Fortress Private Ledger, LLC 0.31% Add +35.2% 7,578 $690K
Brighton Jones LLC 0.02% Add +17.4% 7,576 $690K
Exchange Bank 0.54% No change 7,555 $688K
Drucker Wealth 3.0, LLC 0.13% Reduce -16.6% 7,376 $686K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +26.3% 7,461 $680K
Valeo Financial Advisors, LLC 0.02% Reduce -24.3% 7,445 $678K
Readystate Asset Management LP 0.05% New 7,424 $676K
Atlantic Union Bankshares Corp 0.02% Reduce -3.1% 7,403 $674K
IronOak Wealth LLC. 0.65% — 7,331 $668K
Eubel Brady & Suttman Asset Management Inc. 0.09% Reduce -0.4% 7,313 $666K
Lionshead Wealth Management, LLC 0.61% Reduce -0.2% 7,287 $664K
Elyxium Wealth, LLC 0.25% Add +2.9% 7,281 $663K
Virtus Advisers, LLC 0.41% No change 7,250 $661K
Perigon Wealth Management, LLC 0.02% Add +7.3% 7,234 $659K
New Wave Wealth Advisors LLC 0.28% Add +1.9% 7,199 $656K
Great Lakes Retirement, Inc. 0.08% Reduce -3.8% 7,145 $651K
Cigna Investments Inc. 0.11% Reduce -1.7% 7,142 $651K
Sherbrooke Park Advisers LLC 0.28% Add +16.0% 7,111 $648K
Oxford Financial Group, LTD. LLC 0.04% No change 7,090 $646K
Realta Investment Advisors 0.25% Reduce -0.5% 7,064 $644K
RKL Wealth Management LLC 0.06% Reduce -8.1% 7,057 $643K
Keystone Financial Group 0.06% Reduce -0.0% 6,987 $643K
KMG Fiduciary Partners, LLC 0.05% Reduce -0.4% 7,052 $643K
First Foundation Advisors 0.02% No change 7,024 $640K
Shulman DeMeo Asset Management LLC 0.16% Add +0.5% 6,979 $636K
Aigen Investment Management, LP 0.09% Add +37.2% 6,957 $634K
Wealthstar Advisors, LLC 0.24% Reduce -0.7% 6,941 $632K
Moneta Group Investment Advisors LLC 0.01% Add +14.6% 6,923 $631K
FineMark National Bank & Trust 0.02% Add +1.3% 6,917 $630K
Benin Management CORP 0.16% Reduce -4.7% 6,915 $630K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.2% 6,879 $627K
Fisher Asset Management 0.00% Add +13.3% 6,843 $624K
Accurate Wealth Management, LLC 0.10% Add +4.1% 6,643 $622K
New Age Alpha Advisors, LLC 0.03% Reduce -46.6% 6,785 $618K
Centaurus Financial, Inc. 0.04% Add +3.0% 6,729 $613K
Argent Capital Management LLC 0.02% No change 6,700 $610K
Ransom Advisory, Ltd 0.29% No change 6,692 $610K
Versant Capital Management, Inc 0.09% Add +4.9% 6,679 $609K
Voleon Capital Management LP 0.03% New 6,654 $606K
Tranquilli Financial Advisor LLC 0.37% Reduce -1.5% 6,645 $605K
Argus Investors' Counsel, Inc. 0.43% Reduce -9.2% 6,640 $605K
Prospera Financial Services Inc 0.01% Add +12.5% 6,603 $602K
First National Bank & Trust Co. of Newtown 0.12% Reduce -2.2% 6,567 $598K
Leavell Investment Management, Inc. 0.03% Add +156.3% 6,560 $598K
Apeiron RIA LLC 0.15% Add +0.6% 6,480 $590K
Hayek Kallen Investment Management 0.20% No change 6,429 $586K
Aster Capital Management (DIFC) Ltd 0.13% New 6,414 $584K
Avestar Capital, LLC 0.04% Add +41.8% 6,375 $581K
Williams Jones Wealth Management, LLC. 0.01% No change 6,305 $574K
Denali Advisors LLC 0.06% Reduce -26.9% 6,300 $574K
Sunbelt Securities, Inc. 0.05% Reduce -5.8% 7,454 $573K
Legacy Capital Group California, Inc. 0.16% Reduce -63.6% 6,282 $572K
Mutual Advisors, LLC 0.01% Add +15.5% 5,658 $571K
Ossiam 0.01% Add +234.1% 6,265 $571K
IVC Wealth Advisors LLC 0.28% Reduce -1.4% 6,247 $569K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.3% 6,209 $566K
SeaCrest Wealth Management, LLC 0.06% Add +3.3% 6,204 $565K
Stanley-Laman Group, Ltd. 0.08% No change 6,198 $565K
Fortis Group Advisors, LLC 0.10% Reduce -8.3% 6,195 $564K
Addison Capital Co 0.20% Add +0.0% 6,190 $564K
Alhambra Investment Management LLC 0.28% No change 6,175 $563K
Oppenheimer Asset Management Inc. 0.01% Add +0.7% 6,173 $562K
Thompson Siegel & Walmsley LLC 0.01% No change 6,167 $562K
Atom Investors LP 0.05% No change 6,147 $560K
Freedom Investment Management, Inc. 0.04% Reduce -11.1% 6,136 $559K
One Wealth Advisors, LLC 0.08% Reduce -25.6% 6,095 $555K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -4.1% 6,091 $555K
Whitaker-Myers Wealth Managers, LTD. 0.14% Add +34.9% 6,082 $554K
SRN Advisors, LLC 0.50% Reduce -9.0% 6,045 $551K
Avior Wealth Management, LLC 0.02% Reduce -0.2% 6,041 $550K
Warner Financial, Inc. 0.23% No change 6,033 $550K
IFG Advisors, LLC 0.09% No change 5,999 $547K
Transcend Capital Advisors, LLC 0.04% Add +51.6% 5,984 $545K
S&T Bank 0.16% No change 5,950 $542K
Bill Few Associates, Inc. 0.15% Reduce -0.2% 5,937 $541K
Clarius Group, LLC 0.03% Reduce -6.6% 5,913 $539K
Mairs & Power Inc. 0.01% New 5,888 $536K
Councilor Wealth, LLC 0.25% Add +0.6% 5,839 $532K
Altfest L J & Co. Inc. 0.06% Add +2.5% 5,796 $528K
Employees Retirement System of Texas 0.01% New 5,795 $528K
Gilbert Capital Group, Inc. 0.44% — 5,795 $528K
Stevens Capital Management LP 0.14% New 5,775 $526K
Fairfield, Bush & Co. 0.30% No change 5,752 $524K
Kane Investment Management, Inc. 0.27% Reduce -16.0% 5,710 $520K
Cidel Asset Management Inc. 0.03% Reduce -11.1% 5,679 $517K
Kovack Advisors, Inc. 0.05% Add +8.9% 5,677 $517K
OmniStar Financial Group, Inc. 0.39% Reduce -46.7% 5,674 $517K
Red Door Wealth Management, LLC 0.06% New 5,664 $516K
Studio Investment Management LLC 0.10% Reduce -1.9% 5,660 $516K
Chicago Partners Investment Group LLC 0.01% Add +31.1% 5,176 $516K
MFA Wealth Services 0.39% Add +0.6% 5,658 $516K
Waterfront Wealth Inc. 0.12% Reduce -1.1% 5,658 $515K
Lebenthal Global Advisors, LLC 0.10% Add +53.9% 5,626 $513K
Modern Wealth Management, LLC 0.01% Reduce -16.5% 5,614 $511K
Net Worth Advisory Group 0.11% Add +5.7% 5,612 $511K
Cornell Pochily Investment Advisors, Inc. 0.17% Reduce -8.3% 5,609 $511K
Summit Financial Wealth Advisors, LLC 0.09% Reduce -1.4% 5,599 $510K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.35% New 4,915 $509K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 5,584 $509K
Courier Capital LLC 0.03% Reduce -15.7% 5,579 $508K
Cyndeo Wealth Partners, LLC 0.03% Reduce -2.1% 5,573 $508K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -2.7% 5,566 $507K
United Advisor Group, LLC 0.09% Add +11.1% 5,559 $506K
Resonant Capital Advisors, LLC 0.03% Add +10.1% 5,554 $506K
Advisors Capital Management, LLC 0.01% Add +2.3% 5,523 $503K
Ramirez Asset Management, Inc. 0.08% No change 5,522 $503K
Berkshire Asset Management LLC 0.02% Add +1.4% 5,518 $503K
Money Concepts Capital Corp. 0.03% Add +0.7% 5,507 $502K
Philadelphia Trust Co. 0.04% No change 5,500 $501K
Sax Wealth Advisors, LLC 0.03% Add +3.8% 5,480 $499K
denkapparat Operations GmbH 0.40% No change 5,470 $498K
Richard W. Paul & Associates, LLC 0.18% Reduce -11.6% 5,468 $498K
Stratos Investment Management, LLC 0.02% Reduce -2.7% 5,441 $496K
City National Bank of Florida 0.36% Add +19.1% 5,433 $495K
Firestone Capital Management 0.12% No change 5,413 $493K
Van Strum & Towne Inc. 0.15% No change 5,377 $490K
Global Retirement Partners, LLC 0.01% — 5,324 $485K
Mezzasalma Advisors, LLC 0.15% Reduce -0.2% 5,309 $484K
Fortitude Advisory Group L.L.C. 0.27% No change 5,280 $481K
Modera Wealth Management, LLC 0.01% Add +0.6% 5,235 $477K
Larson Financial Group LLC 0.02% Add +91.1% 5,215 $475K
Sapient Capital LLC 0.01% Reduce -1.8% 5,191 $473K
Baker Ellis Asset Management LLC 0.06% No change 5,190 $473K
Nomura Holdings Inc. 0.00% Reduce -77.2% 5,166 $471K
BSW Wealth Partners 0.06% Add +4.2% 5,162 $470K
Inscription Capital, LLC 0.07% New 5,145 $469K
Farmers & Merchants Investments Inc. 0.01% No change 5,116 $466K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +2.3% 5,094 $464K
Hilltop Holdings Inc. 0.03% Reduce -55.2% 5,054 $460K
First Nebraska Trust Co 0.04% No change 5,050 $460K
GHP Investment Advisors, Inc. 0.02% No change 5,045 $460K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.6% 5,019 $457K
Severin Investments, LLC 0.43% Reduce -2.1% 5,014 $457K
Sicart Associates LLC 0.16% No change 5,000 $456K
CM Wealth Advisors LLC 0.13% No change 5,000 $456K
GenTrust, LLC 0.02% Reduce -0.3% 5,000 $456K
Northstar Group, Inc. 0.07% Reduce -0.9% 4,969 $453K
Advus Financial Partners, LLC 0.12% Add +2.1% 4,959 $452K
Guardian Wealth Advisors, LLC / NC 0.03% Add +103.7% 4,957 $452K
GTS Securities LLC 0.02% Add +49.8% 4,946 $451K
Bar Harbor Wealth Management 0.03% No change 4,934 $450K
Keyvantage Wealth, LLC 0.20% Reduce -7.0% 4,931 $449K
Cove Private Wealth, LLC 0.16% New 4,929 $449K
First Heartland Consultants, Inc. 0.04% Add +19.6% 4,897 $446K
JNBA Financial Advisors 0.04% Reduce -6.3% 4,887 $445K
Blue Trust, Inc. 0.01% Add +9.8% 4,848 $442K
Ironwood Investment Management LLC 0.21% No change 4,847 $442K
IFP Advisors, Inc 0.01% Reduce -4.4% 4,283 $441K
Prime Capital Investment Advisors, LLC 0.01% Reduce -34.4% 4,826 $440K
TD Private Client Wealth LLC 0.01% Add +36.4% 4,796 $437K
Wharton Business Group, LLC 0.02% No change 4,780 $436K
Northwest Bancshares, Inc. 0.08% No change 4,780 $436K
Wellington Shields & Co., LLC 0.12% No change 4,740 $432K
JFS Wealth Advisors, LLC 0.03% Add +12.5% 4,738 $432K
Wesbanco Bank Inc. 0.01% Add +1.9% 4,737 $432K
Next Level Private LLC 0.14% Reduce -0.7% 4,730 $431K
Bahl & Gaynor LLC 0.00% Add +1.2% 4,727 $431K
Catalina Capital Group, LLC 0.29% Reduce -1.9% 4,720 $430K
Meridian Wealth Management, LLC 0.02% Add +32.6% 4,695 $428K
PFG Investments, LLC 0.03% Add +4.8% 4,691 $427K
Janney Capital Management LLC 0.03% No change 4,675 $426K
Baader Bank Aktiengesellschaft 0.04% Add +22.0% 4,729 $426K
Alteri Wealth LLC 0.16% Add +44.0% 4,664 $425K
Freestone Capital Holdings, LLC 0.01% Add +4.1% 4,654 $424K
AdviceOne Advisory Services, LLC 0.31% No change 4,647 $423K
Jackson Creek Investment Advisors LLC 0.11% Reduce -14.6% 4,636 $422K
Penserra Capital Management LLC 0.01% Reduce -63.2% 4,657 $422K
Martin Capital Advisors, LLP 0.27% No change 4,605 $420K
Sigma Planning Corp 0.01% Reduce -15.9% 4,601 $419K
Sound View Wealth Advisors Group, LLC 0.03% Add +2.0% 4,585 $418K
Groupe la Francaise 0.01% Add +6.4% 4,567 $415K
Howard Capital Management, LLC 0.01% Add +6.2% 4,541 $414K
Bruce G. Allen Investments, LLC 0.31% Add +3.9% 4,535 $413K
Smartleaf Asset Management LLC 0.04% Reduce -27.1% 4,522 $412K
Dumont & Blake Investment Advisors LLC 0.11% No change 4,523 $412K
Quent Capital, LLC 0.04% Add +12.1% 4,447 $405K
Strategic Advisors LLC 0.08% New 4,446 $405K
Vista Investment Partners LLC 0.12% Reduce -2.6% 4,440 $405K
Tradewinds Capital Management, LLC 0.10% No change 4,439 $404K
EverSource Wealth Advisors, LLC 0.02% Add +40.2% 4,438 $404K
Beirne Wealth Consulting Services, LLC 0.13% No change 4,405 $401K
Clarity Capital Partners LLC 0.14% Reduce -1.9% 4,400 $401K
O'Brien Greene & Co. Inc 0.13% No change 4,391 $400K
C M Bidwell & Associates Ltd. 0.21% Reduce -4.8% 4,390 $400K
DRW Securities, LLC 0.03% Add +8.7% 4,348 $396K
Morningstar Investment Management LLC 0.03% New 4,310 $393K
Midwest Trust Co 0.01% — 4,310 $393K
Hickory Asset Management, Inc. 0.32% Add +0.5% 4,303 $392K
CI Investments Inc. 0.00% Add +4.1% 4,300 $392K
Fidelis Capital Partners, LLC 0.04% Add +0.6% 3,825 $391K
Massachusetts Financial Services Co. 0.00% Add +39.4% 4,293 $391K
Burns Matteson Capital Management, LLC 0.19% Add +3.0% 4,289 $391K
Ethos Financial Group, LLC 0.03% New 4,326 $390K
Hofer & Associates. Inc 0.24% Add +0.5% 4,280 $390K
Wilson & Boucher Capital Management, LLC 0.27% No change 4,265 $389K
Petros Family Wealth, LLC 0.35% Reduce -6.3% 4,261 $388K
M.E. Allison & Co., Inc. 0.31% Reduce -12.0% 4,253 $387K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,225 $385K
Fiduciary Group, LLC 0.04% No change 4,221 $385K
Nicolet Advisory Services, LLC 0.03% Add +41.5% 3,853 $385K
Daymark Wealth Partners, LLC 0.01% Add +5.4% 4,205 $383K
DiNuzzo Private Wealth, Inc. 0.05% Add +0.8% 4,204 $383K
Personal Cfo Solutions, LLC 0.07% Reduce -41.2% 4,185 $381K
PDS Planning, Inc 0.03% Add +12.5% 4,119 $375K
Hickory Point Bank & Trust 0.30% Add +2.5% 4,107 $374K
Sepio Capital, LP 0.03% Reduce -2.0% 4,086 $372K
CWA Asset Management Group, LLC 0.02% Reduce -90.3% 4,071 $371K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -3.1% 4,052 $369K
Radnor Capital Management, LLC 0.06% No change 4,045 $369K
Stephenson & Company, Inc. 0.22% No change 4,020 $366K
1858 Wealth Management, LLC 0.27% Reduce -5.0% 4,013 $366K
1900 Wealth Management LLC 0.03% Add +0.1% 4,005 $365K
BOCHK Asset Management Ltd 0.11% Reduce -69.2% 4,000 $364K
Rbo & Co. LLC 0.06% No change 4,000 $364K
Essential Partners LLC 0.15% — 3,998 $364K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% Reduce -1.6% 3,965 $361K
Clearstead Advisors, LLC 0.01% Reduce -8.7% 3,961 $361K
Austin Private Wealth, LLC 0.03% Add +5.3% 3,940 $359K
Peddock Capital Advisors, LLC 0.08% No change 3,938 $359K
Clear Creek Financial Management, LLC 0.03% Reduce -7.0% 3,930 $358K
Laraway Financial Advisors Inc 0.27% Add +0.7% 3,924 $357K
Barrett & Company, Inc. 0.13% No change 3,920 $357K
BLB&B Advisors, LLC 0.02% Reduce -3.6% 3,920 $357K
Evercore Wealth Management, LLC 0.01% No change 3,913 $357K
Interchange Capital Partners, LLC 0.08% Add +7.9% 3,913 $356K
Silver Oak Securities, Incorporated 0.03% Add +5.8% 3,893 $355K
Bridgewater Advisors Inc. 0.03% Add +5.0% 3,472 $354K
GM Advisory Group, LLC 0.02% No change 3,867 $352K
Caitlin John, LLC 0.32% New 3,865 $352K
Columbus Macro, LLC 0.04% Reduce -1.1% 3,860 $352K
Quotient Wealth Partners, LLC 0.01% Add +20.9% 3,833 $349K
Clark Financial Services Group Inc. 0.21% Add +9.9% 3,809 $347K
Tritonpoint Wealth, LLC 0.03% New 3,764 $343K
FIL Ltd 0.00% New 3,759 $342K
GC Wealth Management RIA, LLC 0.03% New 3,752 $342K
Claro Advisors Inc. 0.06% Reduce -11.1% 3,740 $341K
Integrity Alliance, Llc. 0.02% Reduce -68.5% 3,739 $341K
FDx Advisors, Inc. 0.10% Reduce -2.1% 3,734 $340K
Angeles Wealth Management, LLC 0.02% Add +40.5% 3,700 $337K
Welch Capital Partners LLC 0.07% No change 3,701 $337K
Meyer Handelman Co. 0.01% No change 3,696 $337K
International Assets Investment Management, LLC 0.03% New 22,454 $334K
Integrated Advisors Network LLC 0.01% Add +3.2% 3,626 $330K
Kera Capital Partners, Inc. 0.06% Add +25.0% 3,608 $329K
Exencial Wealth Advisors, LLC 0.01% Add +8.7% 3,601 $328K
Templeton & Phillips Capital Management, LLC 0.24% No change 3,601 $328K
Capital Analysts, LLC 0.01% Add +12.4% 3,596 $328K
Boston Trust Walden Corp 0.00% No change 3,574 $326K
Advisor OS, LLC 0.03% Reduce -0.2% 3,525 $321K
Hudock, Inc. 0.05% No change 3,524 $321K
BlackDiamond Wealth Management, LLC 0.18% Reduce -1.9% 3,511 $318K
Tiemann Investment Advisors, LLC 0.13% Add +3.0% 3,492 $318K
Orange Investment Advisors, Inc. 0.03% No change 3,490 $318K
Drive Wealth Management, LLC 0.07% Add +0.9% 3,488 $318K
LM Advisors LLC 0.04% Reduce -60.8% 3,482 $317K
Longboard Asset Management, LP 0.79% No change 3,474 $317K
Alta Advisers Ltd 0.11% No change 3,424 $312K
Mystic Asset Management, Inc. 0.08% No change 3,423 $312K
Heritage Trust Co 0.04% No change 3,406 $310K
Yeomans Consulting Group, Inc. 0.13% Add +0.1% 3,421 $310K
Meridian Investment Counsel Inc. 0.08% No change 3,400 $310K
Sivia Capital Partners, LLC 0.11% Add +36.6% 3,394 $309K
Csenge Advisory Group 0.02% Reduce -3.6% 3,488 $309K
Howard Capital Management Group, LLC 0.02% No change 3,387 $309K
Virtue Capital Management, LLC 0.06% Reduce -55.4% 3,381 $308K
Keel Point, LLC 0.02% Reduce -3.9% 3,379 $308K
Optas, LLC 0.06% Add +0.1% 3,378 $308K
Apella Capital, LLC 0.01% Add +1.8% 3,297 $307K
Novem Group 0.04% Add +2.1% 3,363 $306K
Breakwater Capital Group 0.05% Reduce -1.0% 3,346 $305K
Accredited Investors Inc. 0.02% Reduce -13.0% 3,335 $304K
Stock Yards Bank & Trust Co. 0.01% Add +33.0% 3,332 $304K
Regatta Capital Group, LLC 0.05% Reduce -1.9% 3,327 $303K
Sandbox Financial Partners, LLC 0.10% Add +0.2% 3,317 $302K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -2.0% 3,312 $302K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -4.0% 3,305 $301K
ICONIQ Capital, LLC 0.01% Reduce -11.9% 3,294 $300K
Strategic Blueprint, LLC 0.01% Add +17.9% 3,277 $299K
Wealth Alliance, LLC 0.03% Add +14.9% 3,265 $298K
Cassaday & Co Wealth Management LLC 0.01% New 3,241 $295K
MV Capital Management, Inc. 0.03% Reduce -0.5% 3,238 $295K
KG Capital Management 0.09% New 3,237 $295K
Essex Bank 0.07% Add +0.0% 3,237 $295K
MassMutual Private Wealth & Trust, FSB 0.01% Add +11.7% 3,235 $295K
L2 Asset Management, LLC 0.05% Add +4.0% 3,224 $294K
HUB Investment Partners, LLC 0.01% Add +4.7% 3,218 $293K
Kennebec Savings Bank 0.29% No change 3,215 $293K
Trinity Financial Advisors LLC 0.09% No change 3,211 $293K
Fairview Capital Investment Management, LLC 0.02% No change 3,207 $292K
Mechanics Financial Corp 0.12% No change 3,200 $292K
Rice Partnership, LLC 0.05% New 3,200 $292K
Harvest Fund Management Co., Ltd 0.01% Reduce -73.6% 3,173 $289K
Haverford Trust Co 0.00% Add +0.8% 3,159 $288K
O'Keefe Stevens Advisory, Inc. 0.08% Add +1.1% 3,154 $287K
KCM Investment Advisors LLC 0.01% Reduce -3.3% 3,152 $287K
Stenger Family Office, LLC 0.07% — 2,805 $287K
Stablepoint Partners, LLC 0.05% Add +0.8% 3,148 $287K
Marco Investment Management LLC 0.02% Add +4.2% 3,127 $285K
Linscomb Wealth, Inc. 0.01% Reduce -4.2% 3,124 $285K
Ironwood Investment Counsel, LLC 0.04% Add +0.5% 3,121 $284K
Battery Global Advisors, LLC 0.14% No change 3,112 $284K
Spinnaker Trust 0.02% Reduce -20.1% 3,101 $283K
Syverson Strege & Co 0.07% New 3,098 $282K
Kenora Financial, LLC 0.11% Reduce -19.4% 3,092 $282K
Burke & Herbert Bank & Trust Co. 0.06% No change 3,092 $282K
Portfolio Design Labs, LLC 0.06% Reduce -19.7% 3,092 $282K
Evoke Wealth, LLC 0.01% New 3,091 $282K
Means Investment Co., Inc. 0.03% Reduce -1.9% 3,087 $281K
Spire Wealth Management 0.01% Reduce -95.3% 3,081 $281K
CENTRAL TRUST Co 0.01% Reduce -11.2% 3,076 $280K
MBB Public Markets I LLC 0.03% Reduce -18.8% 3,064 $279K
Nwam LLC 0.02% Add +6.9% 2,733 $277K
CFS Investment Advisory Services, LLC 0.02% Add +4.7% 3,044 $277K
Bangor Savings Bank 0.02% No change 3,032 $276K
Smith, Moore & Co. 0.02% Reduce -6.2% 3,026 $276K
Randall & Associates Wealth Management 0.21% New 3,025 $276K
Oliver Luxxe Assets LLC 0.05% No change 3,018 $275K
St Germain D J Co. Inc. 0.01% Add +7.4% 3,017 $275K
Rehmann Capital Advisory Group 0.02% New 3,006 $274K
Maia Wealth LLC 0.05% Reduce -19.6% 2,992 $273K
Clark Capital Management Group, Inc. 0.00% Add +23.5% 2,991 $273K
Fragasso Financial Advisors Inc 0.02% New 2,959 $270K
Balboa Wealth Partners 0.05% New 2,951 $269K
Obsidian Personal Planning Solutions LLC 0.11% Reduce -0.2% 2,941 $268K
Matisse Capital 0.13% No change 2,940 $268K
Ledyard National Bank 0.03% Reduce -12.8% 2,939 $268K
Revolve Wealth Partners, LLC 0.03% Add +0.0% 2,937 $268K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -13.5% 2,926 $267K
Versor Investments LP 0.05% New 2,916 $266K
Sage Capital Management, LLC 0.13% No change 2,909 $265K
North Star Investment Management Corp. 0.02% Reduce -1.4% 2,904 $265K
Oberweis Asset Management Inc./ 0.01% Reduce -1.7% 2,897 $264K
TD Capital Management LLC 0.02% Add +25.7% 2,894 $264K
Hengehold Capital Management LLC 0.02% No change 2,892 $263K
Verity Asset Management, Inc. 0.13% Add +2.5% 2,891 $263K
Turtle Creek Wealth Advisors, LLC 0.03% New 2,873 $262K
Plancorp, LLC 0.01% Add +1.6% 2,864 $261K
Brooktree Capital Management 0.17% New 2,860 $261K
Omnitrust Wealth Management, Inc 0.31% — 1,800 $260K
Southeast Asset Advisors, LLC 0.03% No change 2,824 $257K
Werba Rubin Papier Wealth Management 0.05% Reduce -0.3% 2,818 $257K
Veltria Advisors Corp. 0.17% Add +2.7% 2,781 $253K
Main Street Financial Solutions, LLC 0.02% New 2,774 $253K
Vestmark Advisory Solutions, Inc. 0.00% Add +4.0% 2,771 $252K
D'Orazio & Associates, Inc. 0.04% Add +12.6% 2,770 $252K
Revisor Wealth Management LLC 0.09% New 2,691 $252K
Chemistry Wealth Management LLC 0.05% No change 2,762 $252K
Insigneo Advisory Services, LLC 0.02% Add +10.7% 2,757 $251K
Stockman Wealth Management, Inc. 0.03% No change 2,750 $251K
Oregon Pacific Wealth Management, LLC 0.24% Reduce -12.5% 2,750 $251K
AlTi Global, Inc. 0.01% New 2,746 $251K
Ameritas Advisory Services, LLC 0.01% New 2,729 $249K
Occidental Asset Management, LLC 0.03% New 2,727 $248K
TFB Advisors LLC 0.07% No change 2,725 $248K
Parkside Financial Bank & Trust 0.03% Add +1.0% 2,725 $248K
Capital Investment Advisors, LLC 0.00% Reduce -27.8% 2,724 $248K
Chemung Canal Trust Co. 0.05% Reduce -3.9% 2,719 $248K
Wescott Financial Advisory Group, LLC 0.02% Add +0.5% 2,709 $247K
Formidable Asset Management, LLC 0.04% No change 2,940 $247K
Fiduciary Financial Group, LLC 0.04% Reduce -13.2% 2,712 $246K
Crews Bank & Trust 0.04% No change 2,683 $244K
Monument Capital Management 0.06% New 2,672 $243K
Simon Quick Advisors, LLC 0.01% Reduce -65.7% 2,671 $243K
Pettyjohn, Wood & White, Inc. 0.04% No change 2,657 $242K
Magnolia Capital Management Ltd. 0.19% No change 2,657 $242K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.1% 2,646 $241K
Wealth Watch Advisors, INC 0.14% New 1,346 $240K
Level Four Advisory Services, LLC 0.01% New 2,633 $240K
Ignite Planners, LLC 0.04% New 2,427 $240K
Parcion Private Wealth LLC 0.02% Reduce -28.3% 2,629 $240K
Retirement Planning Group, LLC 0.01% Reduce -5.0% 2,619 $239K
Abundance Wealth Counselors 0.04% Reduce -7.1% 2,617 $238K
Webster Bank, N. A. 0.02% No change 2,611 $238K
Washington Trust Advisors, Inc. 0.02% Add +0.1% 2,608 $238K
Norden Group LLC 0.03% New 2,598 $237K
Arnhold LLC 0.02% No change 2,594 $236K
Ridgecrest Wealth Partners, LLC 0.12% No change 2,584 $235K
Great Valley Advisor Group, Inc. 0.01% Reduce -13.3% 2,584 $235K
Baker Avenue Asset Management, LP 0.01% Add +5.6% 2,580 $235K
Rothschild Wealth LLC 0.06% Add +3.9% 2,568 $234K
Wealth Management Strategies, Inc. 0.13% Add +0.6% 2,555 $233K
Bell Investment Advisors, Inc 0.04% Reduce -0.1% 2,551 $232K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -1.9% 2,550 $232K
Marshall & Sterling Wealth Advisors Inc. 0.16% Reduce -0.9% 2,547 $232K
Arete Wealth Advisors, LLC 0.02% Reduce -6.2% 2,547 $232K
WealthShield Partners, LLC 0.03% Reduce -0.1% 2,530 $231K
Alpha Cubed Investments, LLC 0.01% New 2,507 $228K
CRA Financial Services, LLC 0.03% Reduce -1.8% 2,505 $228K
Wellington Shields Capital Management, LLC 0.04% No change 2,500 $228K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.4% 2,499 $228K
Wealth Management Associates, Inc. 0.09% No change 2,498 $228K
HORAN Wealth, LLC 0.07% — 2,487 $227K
Enterprise Bank & Trust Co 0.08% No change 2,481 $226K
Sentry Investment Management LLC 0.12% No change 2,434 $226K
Perpetual Ltd 0.00% Reduce -0.4% 2,471 $225K
SBI Securities Co., Ltd. 0.01% Add +0.6% 2,465 $225K
Court Place Advisors, LLC 0.07% No change 2,464 $224K
HBK Sorce Advisory LLC 0.01% Reduce -24.7% 2,462 $224K
Hutchinson Capital Management 0.04% Reduce -51.1% 2,461 $224K
Composition Wealth, LLC 0.00% New 2,450 $223K
PUREfi Wealth, LLC 0.18% Reduce -14.8% 2,445 $223K
W Advisors, LLC 0.13% Reduce -3.8% 2,439 $222K
Avidian Wealth Enterprises, LLC 0.01% Reduce -13.8% 2,433 $222K
SlateStone Wealth, LLC 0.02% No change 2,422 $221K
Macroview Investment Management LLC 0.18% Reduce -4.9% 2,425 $221K
Caliber Wealth Management, LLC / KS 0.02% Reduce -3.6% 2,425 $221K
Maxele Advisors, LLC 0.19% No change 2,422 $221K
Aprio Wealth Management, LLC 0.02% Reduce -8.4% 2,416 $220K
MQS Management LLC 0.12% New 2,409 $219K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +0.5% 2,407 $219K
Alliance Wealth Management Group 0.06% No change 2,400 $219K
Compass Wealth Management LLC 0.05% No change 2,400 $219K
Towercrest Capital Management 0.04% No change 2,400 $219K
Trust Co. of Toledo NA 0.02% No change 2,400 $219K
LOM Asset Management Ltd 0.07% — 2,380 $217K
Bison Wealth, LLC 0.02% New 2,379 $217K
Meadow Creek Wealth Advisors LLC 0.14% New 2,354 $214K
Plimoth Trust Co. LLC 0.05% New 2,350 $214K
Savvy Advisors, Inc. 0.01% New 2,334 $213K
City State Bank 0.07% No change 2,317 $211K
First Commonwealth Financial Corp 0.05% New 2,312 $211K
City Holding Co. 0.03% Reduce -12.0% 2,304 $210K
Koshinski Asset Management, Inc. 0.02% Reduce -7.9% 2,295 $209K
TCI Wealth Advisors, Inc. 0.01% New 2,292 $209K
Proficio Capital Partners LLC 0.01% New 2,289 $209K
Bordeaux Wealth Advisors LLC 0.03% New 2,282 $208K
Abel Hall, LLC 0.10% New 2,266 $206K
Resources Management Corp. /CT/ 0.03% No change 2,260 $206K
Brown Brothers Harriman & Co. 0.00% Add +200.8% 2,244 $204K
Thrive Wealth Management, LLC 0.03% New 2,239 $204K
Equitable Holdings, Inc. 0.00% New 2,234 $204K
Cromwell Holdings LLC 0.12% Add +3.9% 2,230 $203K
Grove Bank & Trust 0.03% Add +1.1% 2,225 $203K
Rosenberg Matthew Hamilton 0.05% Add +12.3% 2,215 $202K
Forefront Wealth Management Inc. 0.16% New 2,208 $201K
Murphy, Middleton, Hinkle & Parker, Inc. 0.11% No change 2,398 $201K
Stordahl Capital Management, Inc. 0.04% New 2,206 $201K
Flagship Harbor Advisors, LLC 0.01% New 2,205 $201K
Fire Capital Management LLC 0.13% New 2,200 $200K
Northeast Financial Consultants Inc 0.01% New 2,200 $200K
TOWER TRUST & INVESTMENT Co 0.14% No change 2,139 $195K
MUFG Securities EMEA plc 0.01% Reduce -87.6% 2,114 $193K
Venturi Wealth Management, LLC 0.01% New 2,107 $192K
Colonial Trust Co / SC 0.03% Reduce -1.4% 2,076 $189K
Tobam 0.07% Reduce -13.5% 2,064 $188K
Gould Capital, LLC 0.12% Reduce -14.3% 2,035 $185K
Perkins Coie Trust Co 0.03% No change 2,019 $184K
Vision Financial Markets LLC 0.17% No change 2,000 $182K
Bleichroeder LP 0.04% No change 2,000 $182K
Park Square Financial Group, LLC 0.13% Reduce -10.5% 1,989 $181K
CYBER HORNET ETFs LLC 0.13% New 1,983 $181K
Cetera Trust Company, N.A 0.10% No change 1,930 $176K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +103.5% 1,929 $176K
Rialto Wealth Management, LLC 0.05% Add +0.8% 1,912 $174K
Glen Eagle Advisors, LLC 0.03% Reduce -7.3% 1,902 $173K
Investors Research Corp 0.03% No change 1,894 $173K
McIlrath & Eck, LLC 0.02% Add +7.9% 1,873 $171K
Prestige Wealth Management Group LLC 0.03% No change 1,847 $168K
Elevation Point Wealth Partners, LLC 0.01% New 1,814 $165K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% No change 1,800 $164K
Evermay Wealth Management LLC 0.02% No change 1,797 $164K
Deseret Mutual Benefit Administrators 0.08% No change 1,777 $162K
Harbour Investments, Inc. 0.00% Add +8.8% 1,771 $161K
Hemington Wealth Management 0.02% Add +6.3% 1,730 $157K
CVA Family Office, LLC 0.02% Reduce -3.7% 1,711 $156K
Kimelman & Baird, LLC 0.01% No change 1,700 $155K
Rowlandmiller & Partners.adv 0.03% No change 1,678 $153K
Zions Bancorporation, National Association 0.01% Add +148.6% 1,651 $150K
Signature Resources Capital Management, LLC 0.09% Add +1.8% 1,628 $148K
GPS Wealth Strategies Group, LLC 0.02% Add +0.8% 1,607 $146K
Hanson & Doremus Investment Management 0.02% Reduce -27.3% 1,602 $146K
Tompkins Financial Corp. 0.01% No change 1,464 $133K
Bay Harbor Wealth Management, LLC 0.04% Reduce -7.5% 1,463 $133K
Peoples Financial Services Corp. 0.06% No change 1,393 $127K
Cape Investment Advisory, Inc. 0.05% Add +6.7% 1,390 $127K
Loomis Sayles & Co. L P 0.00% Reduce -41.6% 1,385 $126K
Ancora Advisors LLC 0.00% No change 1,350 $123K
Oakworth Capital, Inc. 0.01% No change 1,309 $119K
Addison Advisors LLC 0.03% Add +14.0% 1,289 $117K
Traub Capital Management LLC 0.11% — 1,280 $117K
Concord Wealth Partners 0.02% Add +77.4% 1,261 $115K
Caitong International Asset Management Co., Ltd 0.08% New 1,250 $114K
Osterweis Capital Management Inc. 0.01% Add +11890.0% 1,199 $109K
SOA Wealth Advisors, LLC. 0.02% Add +1225.9% 7,160 $109K
1620 Investment Advisors, Inc. 0.08% Reduce -1.3% 1,193 $109K
Tortoise Investment Management, LLC 0.01% Add +556.0% 1,148 $105K
Gables Capital Management Inc. 0.05% No change 1,100 $100K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,100 $100K
Crowley Wealth Management, Inc. 0.09% No change 1,082 $99K
Clean Yield Group 0.03% No change 1,052 $96K
Legend Financial Advisors, Inc. 0.06% New 1,036 $94K
CoreFirst Bank & Trust 0.05% New 1,035 $94K
TCTC Holdings, LLC 0.00% No change 1,026 $93K
Ascentis Wealth Management, LLC 0.03% Reduce -7.7% 1,031 $93K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 950 $87K
WPG Advisers, LLC 0.07% Add +92.2% 940 $86K
REAP Financial Group, LLC 0.02% Add +57.0% 931 $85K
Eastern Bank 0.00% Reduce -12.6% 926 $84K
Pacific Center for Financial Services 0.02% Reduce -24.6% 920 $84K
Iron Horse Wealth Management, LLC 0.02% Add +4500.0% 920 $84K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.4% 918 $84K
Catalyst Capital Advisors LLC 0.00% Reduce -13.9% 907 $83K
BOK Financial Private Wealth, Inc. 0.01% No change 896 $82K
Sarver Vrooman Wealth Advisors 0.05% No change 893 $81K
Harbor Capital Advisors, Inc. 0.00% Add +525.4% 888 $81K
First Community Trust NA 0.06% Reduce -13.4% 866 $79K
Millstone Evans Group, LLC 0.05% No change 840 $77K
AllSquare Wealth Management LLC 0.04% Reduce -12.3% 840 $77K
Cary Street Partners Investment Advisory LLC 0.04% Add +13.7% 828 $75K
Covestor Ltd 0.04% Add +6.4% 814 $74K
AlphaCore Capital LLC 0.00% New 775 $71K
Hara Capital LLC 0.04% Reduce -11.4% 775 $71K
Silvant Capital Management LLC 0.00% No change 774 $71K
Total Investment Management Inc. 0.01% New 761 $69K
Asset Dedication, LLC 0.01% No change 759 $69K
Bollard Group LLC 0.00% Add +0.3% 756 $69K
Garde Capital, Inc. 0.00% No change 757 $69K
Aventura Private Wealth, LLC 0.03% Add +63.1% 752 $69K
Duncker Streett & Co. Inc. 0.01% No change 750 $68K
University of Texas/Texas Am Investment Management Co. 0.01% No change 750 $68K
Smallwood Wealth Investment Management, LLC 0.04% No change 737 $67K
LRI Investments, LLC 0.01% Reduce -16.8% 729 $66K
Maseco LLP 0.00% — 727 $66K
Headlands Technologies LLC 0.01% New 713 $65K
Clearstead Trust, LLC 0.01% Add +22.4% 709 $65K
Sittner & Nelson, LLC 0.03% No change 700 $64K
Nemes Rush Group LLC 0.01% No change 700 $64K
HHM Wealth Advisors, LLC 0.01% No change 696 $63K
TFC Financial Management, Inc. 0.01% Add +0.6% 694 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 650 $59K
Twin Peaks Wealth Advisors, LLC 0.02% New 569 $59K
Fortitude Family Office, LLC 0.02% Reduce -8.4% 621 $57K
Gen-Wealth Partners Inc 0.02% Reduce -12.0% 617 $56K
Adirondack Trust Co. 0.02% No change 609 $55K
Optimum Investment Advisors 0.02% No change 600 $55K
Private Wealth Asset Management, LLC 0.01% Reduce -3.7% 597 $54K
Olistico Wealth, LLC 0.03% Add +11.4% 557 $51K
First Command Advisory Services, Inc. 0.00% No change 554 $50K
Kathleen S. Wright Associates Inc. 0.02% No change 550 $50K
Consultiva Wealth Management, Corp. 0.15% No change 549 $50K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 533 $49K
Centricity Wealth Management, LLC 0.04% No change 514 $47K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -3.0% 508 $46K
Pflug Koory, LLC 0.02% No change 506 $46K
TruNorth Capital Management, LLC 0.01% No change 500 $46K
Summit Securities Group LLC 0.02% New 481 $44K
Hartford Financial Management Inc. 0.01% Reduce -34.7% 472 $43K
Creekmur Asset Management LLC 0.01% No change 467 $43K
Wealth Preservation Advisors, LLC 0.03% Add +0.7% 463 $42K
Graney & King, LLC 0.03% No change 452 $41K
Quaker Wealth Management, LLC 0.01% — 450 $41K
South Plains Financial, Inc. 0.03% No change 447 $41K
Princeton Global Asset Management LLC 0.01% Add +89.0% 446 $41K
Bank of New Hampshire 0.01% No change 443 $40K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -4.9% 448 $40K
NewSquare Capital LLC 0.00% Add +17.5% 430 $39K
Rise Advisors, LLC 0.02% Reduce -10.9% 418 $38K
Slocum, Gordon & Co LLP 0.03% No change 400 $36K
Lavaca Capital LLC 0.01% No change 400 $36K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $36K
Caldwell Trust Co 0.00% No change 399 $36K
GFG Capital, LLC 0.01% New 397 $36K
GW&K Investment Management, LLC 0.00% Add +10.3% 395 $36K
Capital Advisors, Ltd. LLC 0.00% Add +1.1% 382 $35K
Atlas Capital Advisors Inc. 0.00% No change 382 $35K
Orion Capital Management LLC 0.01% No change 380 $35K
Bellwether Advisors, LLC 0.01% No change 360 $33K
Hoey Investments, Inc. 0.00% New 350 $32K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 335 $30K
Cornerstone Planning Group LLC 0.01% Reduce -24.7% 295 $30K
Parvin Asset Management, LLC 0.03% No change 322 $29K
United Community Bank 0.01% No change 319 $29K
Salomon & Ludwin, LLC 0.00% No change 307 $28K
Opal Wealth Advisors, LLC 0.01% No change 302 $28K
Alpine Bank Wealth Management 0.00% No change 300 $27K
Hazlett, Burt & Watson, Inc. 0.01% No change 298 $27K
ORG Partners LLC 0.01% Reduce -42.5% 291 $26K
Westside Investment Management, Inc. 0.00% Add +78.9% 288 $26K
Wolff Wiese Magana LLC 0.02% No change 287 $26K
PFS Partners, LLC 0.01% No change 283 $26K
Private Wealth Management Group, LLC 0.01% No change 279 $25K
Beacon Capital Management, LLC 0.00% Add +0.7% 279 $25K
Rossby Financial, LCC 0.01% Reduce -12.9% 270 $25K
Nova Wealth Management, Inc. 0.02% Reduce -31.7% 263 $24K
Valued Wealth Advisors LLC 0.01% Reduce -4.3% 248 $23K
Retirement Wealth Solutions LLC 0.02% No change 243 $22K
Silicon Valley Capital Partners 0.00% Add +0.4% 232 $21K
N.E.W. Advisory Services LLC 0.00% No change 220 $20K
Hilltop National Bank 0.01% — 216 $20K
Atwood & Palmer Inc. 0.00% No change 210 $19K
Avion Wealth 0.00% Add +31.9% 211 $19K
Briaud Financial Planning Inc 0.01% New 208 $18K
Fairscale Capital, LLC 0.01% New 170 $17K
Pinnacle Bancorp, Inc. 0.01% No change 187 $17K
Dunhill Financial, LLC 0.00% Add +137.2% 185 $17K
Luken Investment Analytics, LLC 0.01% No change 184 $17K
Stephens Consulting, LLC 0.00% Reduce -11.8% 180 $16K
Sachetta, LLC 0.01% No change 172 $16K
Raffa Wealth Management, LLC 0.00% No change 168 $15K
Red Tortoise LLC 0.01% No change 167 $15K
Global Trust Asset Management, LLC 0.01% No change 164 $15K
Creative Financial Designs Inc. 0.00% Add +3.2% 160 $15K
Howard Hughes Medical Institute 0.01% New 155 $14K
Access Investment Management LLC 0.00% — 150 $14K
USA Financial Formulas 0.00% Reduce -99.3% 148 $13K
North Capital, Inc. 0.01% No change 143 $13K
Crewe Advisors LLC 0.00% New 142 $13K
Westend Capital Management, LLC 0.00% No change 141 $13K
Financial Freedom, LLC 0.01% No change 140 $13K
Highline Wealth Partners LLC 0.00% Add +1.5% 138 $13K
Golden State Wealth Management, LLC 0.00% Add +28.6% 135 $12K
True Wealth Design, LLC 0.00% Add +28.6% 135 $12K
Missouri Trust & Investment Co 0.00% No change 135 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 133 $12K
Community Bank, N.A. 0.00% No change 125 $11K
Nalls Sherbakoff Group, LLC 0.01% No change 118 $11K
Atticus Wealth Management, LLC 0.00% New 116 $11K
Whipplewood Advisors, LLC 0.01% Reduce -56.2% 109 $10K
Bellevue Asset Management, LLC 0.00% No change 108 $10K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% New 107 $10K
Accredited Wealth Management, LLC 0.01% New 106 $10K
IAG Wealth Partners, LLC 0.00% No change 103 $9K
IMG Wealth Management, Inc. 0.01% New 102 $9K
Trust Co 0.00% No change 102 $9K
Colonial Trust Advisors 0.00% No change 100 $9K
Gold Investment Management Ltd. 0.00% No change 100 $9K
Kilter Group LLC 0.00% New 99 $9K
First PREMIER Bank 0.00% No change 100 $9K
MCF Advisors LLC 0.00% Reduce -35.1% 96 $9K
Solstein Capital, LLC 0.00% New 93 $8K
Bogart Wealth, LLC 0.00% Add +5.8% 92 $8K
Clark Wealth Partners 0.01% Add +85.7% 91 $8K
Piscataqua Savings Bank 0.01% No change 89 $8K
Truvestments Capital LLC 0.00% No change 88 $8K
Bare Financial Services, Inc 0.00% Add +258.3% 86 $8K
Hughes Financial Services, LLC 0.00% Reduce -23.2% 76 $8K
2UniFi Bank 0.00% New 85 $8K
Transce3nd, LLC 0.00% Add +833.3% 84 $8K
High Note Wealth, LLC 0.00% No change 76 $7K
WealthTrak Capital Management LLC 0.01% No change 75 $7K
Hollencrest Capital Management 0.00% No change 75 $7K
Dogwood Wealth Management LLC 0.00% Add +44.0% 72 $7K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 71 $6K
Sierra Ocean, LLC 0.00% No change 70 $6K
Atlantic Private Wealth, LLC 0.00% New 70 $6K
VSM Wealth Advisory, LLC 0.00% New 67 $6K
Abound Wealth Management 0.00% No change 65 $6K
Park Place Capital Corp 0.00% No change 59 $5K
Redmont Wealth Advisors LLC 0.01% No change 56 $5K
MorganRosel Wealth Management, LLC 0.00% No change 50 $5K
Pineridge Advisors LLC 0.00% No change 44 $4K
Team Financial Group, LLC 0.00% New 42 $4K
Salem Investment Counselors Inc. 0.00% Reduce -10.9% 41 $4K
Halbert Hargrove Global Advisors, LLC 0.00% Add +60.0% 40 $4K
SJS Investment Consulting Inc. 0.00% Reduce -93.0% 39 $4K
Asset Planning,Inc 0.00% No change 37 $3K
Kiker Wealth Management, LLC 0.00% New 36 $3K
Vermillion Wealth Management, Inc. 0.00% No change 36 $3K
Creative Capital Management Investments LLC 0.00% No change 36 $3K
Principia Wealth Advisory, LLC 0.00% Add +26.9% 33 $3K
Horizon Financial Services, LLC 0.00% Add +106.3% 33 $3K
Activest Wealth Management 0.00% Reduce -78.8% 32 $3K
Financial Network Wealth Advisors LLC 0.00% No change 26 $2K
WealthCollab, LLC 0.00% No change 25 $2K
Scarborough Advisors, LLC 0.00% New 24 $2K
Aspect Partners, LLC 0.00% Add +118.2% 24 $2K
HFM Investment Advisors, LLC 0.00% Add +166.7% 24 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $2K
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 22 $2K
Core Alternative Capital 0.00% No change 22 $2K
Physician Wealth Advisors, Inc. 0.00% New 21 $2K
Neo Ivy Capital Management 0.00% New 20 $2K
Nvwm, LLC 0.00% Reduce -44.1% 19 $2K
NFSG Corp 0.00% No change 18 $2K
WestEnd Advisors, LLC 0.00% Reduce -27.3% 16 $1K
Ameriflex Group, Inc. 0.00% New 15 $1K
CGC Financial Services, LLC 0.00% No change 15 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
Contravisory Investment Management, Inc. 0.00% No change 14 $1K
Key Financial Inc 0.00% No change 14 $1K
American Capital Advisory, LLC 0.00% No change 11 $1K
FNY Investment Advisers, LLC 0.00% New 13 $1K
Centerpoint Advisors, LLC 0.00% New 11 $1K
Roble, Belko & Company, Inc 0.00% New 6 $1K
Binnacle Investments Inc 0.00% New 10 $911
CBIZ Investment Advisory Services, LLC 0.00% Reduce -89.4% 10 $911
Koesten, Hirschmann & Crabtree, INC. 0.00% New 8 $723
IMA Advisory Services, Inc. 0.00% New 7 $638
Puff Wealth Management, LLC 0.00% No change 5 $460
Rakuten Securities, Inc. 0.00% Reduce -88.6% 5 $456
Blume Capital Management, Inc. 0.00% New 5 $456
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 3 $274
LGT Financial Advisors LLC 0.00% New 2 $182
Y.D. More Investments Ltd 0.00% Reduce -35.0% 669 $181
Banque Transatlantique SA 0.00% No change 1 $92
DecisionPoint Financial, LLC 0.00% New 1 $91
Robinson Value Management, Ltd. 0.00% No change 1 $46
Wood Tarver Financial Group, LLC 0.00% No change 7 $0

"% 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.