Bank of New York MellonBNY

13F holders, Q1 2026 (March 31)
1,770holders +9
107new positions
93sold out
14famous investors
$118.50avg. 13F price*

At the end of Q1 2026, 1,770 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings, up 9 from Q4 2025. 107 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($7.3B), Vanguard Capital Management LLC ($5.3B) and State Street Corp. ($3.8B). 14 famous investors held it, including Mario Gabelli (1.2% of GAMCO Investors's portfolio), Stephen Yacktman (0.6% of Yacktman Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions107$208.4M
Exits93$169.7M

All 13F filers, Q4 2025 → Q1 2026: 25,423,223 shares bought and 29,622,890 shares sold, net −4,199,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,770 holders

BlackRock, Inc. 0.13% Reduce -0.9% 61,606,510 $7.3B
Vanguard Capital Management LLC 0.13% — 44,666,753 $5.3B
State Street Corp. 0.13% Reduce -2.0% 31,760,601 $3.8B
FMR LLC 0.17% Reduce -17.5% 27,326,172 $3.2B
Dodge & Cox 1.53% Reduce -9.3% 23,401,794 $2.8B
Vanguard Portfolio Management LLC 0.12% — 18,899,155 $2.2B
Geode Capital Management, LLC 0.14% Add +1.3% 18,696,566 $2.2B
Bank of America Corp. 0.14% Reduce -1.3% 16,663,969 $2.0B
Artisan Partners Limited Partnership 2.99% Add +4.8% 15,475,573 $1.8B
Ameriprise Financial Inc. 0.40% Add +1.2% 14,525,057 $1.7B
JPMorgan Chase & Co. 0.12% Add +4.9% 14,892,932 $1.7B
Morgan Stanley 0.07% Reduce -11.5% 9,904,970 $1.2B
First Eagle Investment Management, LLC 1.99% Add +1.3% 9,868,077 $1.2B
Wells Fargo & Company 0.21% Reduce -0.0% 8,994,236 $1.1B
Northern Trust Corp. 0.13% Reduce -1.0% 8,321,680 $987.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +8.3% 7,627,134 $904.8M
Invesco Ltd. 0.09% Reduce -4.5% 7,336,870 $870.4M
Goldman Sachs Group Inc. 0.10% Add +4.5% 6,667,424 $791.0M
Nuveen, LLC 0.21% Reduce -3.8% 6,505,955 $771.8M
Amundi 0.20% Add +14.3% 6,048,144 $717.5M
Legal & General Group Plc 0.16% Add +0.7% 5,794,259 $687.4M
Dimensional Fund Advisors LP 0.13% Add +1.6% 5,324,030 $631.4M
Charles Schwab Investment Management Inc. 0.08% Add +1.1% 4,649,644 $551.6M
Wellington Management Group LLP 0.10% Add +933.7% 4,441,398 $526.9M
Federated Hermes, Inc. 0.84% Add +26.7% 4,334,220 $514.2M
First Trust Advisors LP 0.37% Reduce -1.9% 4,310,788 $511.4M
LSV Asset Management 1.09% Reduce -13.7% 4,265,676 $506.0M
AQR Capital Management 0.23% Add +0.4% 4,296,264 $503.4M
Vanguard Fiduciary Trust Co. 0.12% — 3,880,295 $460.3M
Royal Bank of Canada 0.09% Reduce -1.5% 3,826,971 $454.0M
T. Rowe Price Associates Inc. 0.05% Add +11.6% 3,568,487 $423.3M
Deutsche Bank AG 0.14% Add +11.6% 3,514,560 $416.9M
Bank of New York Mellon Corp 0.08% Reduce -3.7% 3,482,995 $413.2M
UBS Group AG 0.06% Reduce -7.3% 3,078,905 $365.3M
Robeco Institutional Asset Management B.V. 0.51% Add +22.4% 3,039,227 $360.5M
Primecap Management Co. 0.24% Add +0.5% 2,534,640 $300.7M
Truist Financial Corp. 0.38% Add +3.8% 2,352,077 $279.0M
Parnassus Investments, LLC 0.80% Reduce -2.2% 2,307,326 $273.7M
National Pension Service 0.20% Reduce -1.5% 2,241,816 $265.9M
Envestnet Asset Management Inc. 0.07% Add +0.3% 2,116,407 $251.1M
Jacobs Levy Equity Management, Inc. 0.99% Reduce -8.9% 1,994,926 $236.7M
Barclays PLC 0.08% Reduce -19.8% 1,982,570 $235.2M
Franklin Resources Inc. 0.06% Add +25.7% 1,964,707 $233.1M
Prudential Financial Inc. 0.28% Add +2.2% 1,925,438 $228.4M
Citadel Advisors 0.16% Add +494.3% 1,915,334 $227.2M
Fayez Sarofim & Co 0.57% Reduce -2.4% 1,873,899 $222.3M
HSBC Holdings PLC 0.13% Reduce -22.3% 1,837,361 $217.8M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -40.0% 1,770,932 $210.1M
Acadian Asset Management LLC 0.28% Add +44.0% 1,683,589 $199.7M
Vanguard Global Advisers, LLC 0.10% — 1,595,313 $189.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +5.8% 1,563,455 $185.5M
TD Asset Management Inc 0.15% Add +490.5% 1,531,026 $181.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Reduce -18.6% 1,529,006 $181.3M
California Public Employees Retirement System 0.11% Add +5.3% 1,478,399 $175.4M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -6.0% 1,478,366 $175.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% Reduce -2.5% 1,458,947 $173.1M
Raymond James Financial Inc. 0.05% Add +3.8% 1,400,266 $165.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.14% — 1,388,619 $164.7M
Marshall Wace, LLP 0.18% Add +232.0% 1,368,011 $162.3M
Sei Investments Co. 0.15% Add +26.1% 1,366,331 $162.1M
Gabelli Funds LLC 1.01% Reduce -6.5% 1,246,969 $147.9M
Rhumbline Advisers 0.13% Reduce -4.4% 1,245,191 $147.7M
Russell Investments Group, Ltd. 0.16% Add +16.3% 1,232,600 $145.6M
Canada Pension Plan Investment Board 0.09% Reduce -10.4% 1,217,582 $144.4M
Thrivent Financial for Lutherans 0.28% Add +5.2% 1,192,549 $141.5M
California State Teachers Retirement System 0.15% Reduce -4.0% 1,156,378 $137.2M
BNP Paribas Financial Markets 0.09% Add +6.5% 1,146,778 $136.0M
Allianz Asset Management GmbH 0.15% Add +31.2% 1,091,080 $129.4M
GAMCO Investors 1.22% Reduce -14.1% 1,043,081 $123.7M
TCW Group Inc. 0.92% Reduce -1.1% 1,033,595 $122.6M
Panagora Asset Management Inc. 0.46% Reduce -20.0% 1,032,508 $122.5M
American Century Companies Inc. 0.06% Reduce -42.9% 988,649 $117.3M
Artemis Investment Management LLP 1.16% Add +19.0% 925,302 $109.8M
Tidal Investments LLC 0.34% Reduce -3.6% 910,526 $107.9M
Storebrand Asset Management As 0.31% Add +0.2% 903,593 $107.2M
Swedbank AB 0.11% Add +0.3% 890,015 $105.6M
Zacks Investment Management 0.81% Reduce -0.9% 853,807 $101.3M
CANADA LIFE ASSURANCE Co 0.18% Reduce -2.6% 848,169 $101.0M
Alliancebernstein L.P. 0.03% Add +2.4% 865,769 $100.5M
Point72 Asset Management 0.18% Add +103.8% 831,900 $98.7M
Captrust Financial Advisors 0.17% Add +2.4% 831,645 $98.7M
PFA Pension, Forsikringsaktieselskab 0.29% Reduce -0.1% 811,980 $96.3M
Danske Bank A/S 0.23% Add +9.6% 809,469 $96.0M
LPL Financial LLC 0.03% Add +3.4% 804,368 $95.4M
Principal Financial Group Inc. 0.05% Add +1.5% 804,280 $95.4M
Quantinno Capital Management LP 0.15% Add +47.8% 768,124 $91.1M
Credit Agricole S A 0.29% Add +25.3% 760,731 $90.2M
Korea Investment CORP 0.18% Add +30.6% 751,951 $89.2M
Victory Capital Management Inc. 0.06% Reduce -17.1% 740,156 $87.8M
Schroder Investment Management Group 0.07% Add +14.7% 731,918 $86.8M
Citigroup Inc. 0.06% Add +24.3% 725,523 $86.1M
Aviva PLC 0.14% Add +2.8% 708,774 $84.1M
Bank of Montreal 0.03% Reduce -9.3% 704,062 $83.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Add +3.4% 705,324 $83.4M
Janus Henderson Group PLC 0.04% Reduce -33.6% 693,919 $82.3M
New York State Teachers Retirement System 0.17% Add +2.8% 692,436 $82.1M
Lazard Asset Management LLC 0.13% Add +5.3% 676,022 $80.2M
Healthcare of Ontario Pension Plan Trust Fund 0.13% Reduce -9.7% 649,928 $77.1M
Aberdeen Group plc 0.12% Add +0.0% 618,338 $73.4M
State Board of Administration of Florida Retirement System 0.14% Reduce -2.3% 617,776 $73.3M
SG Americas Securities, LLC 0.08% Add +27.1% 617,715 $73.3M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -2.1% 616,516 $73.1M
Candriam S.C.A. 0.36% Add +2.4% 578,169 $68.6M
Mercer Global Advisors Inc. 0.10% Add +8.2% 560,582 $66.5M
Man Group plc 0.14% Reduce -10.6% 559,938 $66.4M
Pictet Asset Management Holding SA 0.07% Add +8.8% 556,999 $66.0M
M&G PLC 0.35% Reduce -3.6% 550,102 $65.5M
Caisse de depot et placement du Quebec 0.10% Add +29.5% 541,761 $64.3M
Vest Financial, LLC 0.75% Add +7.0% 528,641 $62.7M
Davis Selected Advisers 0.29% Add +0.7% 525,228 $62.3M
CORDA Investment Management, LLC. 4.30% Reduce -4.8% 524,747 $62.3M
Qube Research & Technologies Ltd 0.09% Reduce -69.0% 515,408 $61.1M
NewEdge Advisors, LLC 0.22% Reduce -1.1% 509,956 $60.5M
Life Cycle Investment Partners Ltd 0.39% Add +51.7% 509,780 $60.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.44% No change 500,159 $59.3M
Polar Capital Holdings Plc 0.25% Add +462.6% 485,154 $57.6M
New York State Common Retirement Fund 0.08% Reduce -0.7% 468,742 $55.6M
Los Angeles Capital Management LLC 0.22% Add +388.8% 467,035 $55.4M
LFL Advisers, LLC 16.40% Reduce -0.7% 459,541 $54.5M
Natixis Advisors, LLC 0.07% Add +12.1% 436,051 $51.7M
Teacher Retirement System of Texas 0.22% Add +32.1% 435,745 $51.7M
Eurizon Capital SGR S.p.A. 0.16% Reduce -78.4% 422,631 $50.1M
Todd Asset Management LLC 0.97% Add +12.3% 416,795 $49.4M
Levin Capital Strategies, L.P. 3.75% Reduce -2.1% 415,606 $49.3M
Public Sector Pension Investment Board 0.15% Add +131.3% 410,767 $48.7M
Zurich Insurance Group Ltd 0.38% Reduce -30.6% 408,582 $48.5M
O'shaughnessy Asset Management, LLC 0.24% Reduce -24.5% 403,082 $47.8M
KLP Kapitalforvaltning As 0.19% Add +2.4% 397,710 $47.2M
Cetera Investment Advisers 0.05% Add +2.0% 394,578 $46.8M
State of Wisconsin Investment Board 0.10% Add +1.1% 380,238 $45.1M
Engineers Gate Manager LP 0.56% Add +510.6% 380,141 $45.1M
Miller Howard Investments Inc. 1.23% Reduce -1.6% 379,921 $45.1M
Exchange Traded Concepts, LLC 0.34% Add +30.6% 375,356 $44.5M
Brandes Investment Partners, LP 0.31% Reduce -1.9% 375,005 $44.5M
Capitolis Liquid Global Markets LLC 0.28% — 369,278 $43.8M
National Bank of Canada 0.04% Reduce -52.4% 368,479 $43.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -8.7% 367,815 $43.6M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +6371.2% 365,623 $43.4M
HighTower Advisors, LLC 0.05% Reduce -1.3% 363,167 $43.1M
Yacktman Asset Management 0.57% Reduce -2.2% 357,698 $42.4M
Illinois Municipal Retirement Fund 0.54% Reduce -4.1% 355,900 $42.2M
KBC Group NV 0.11% Reduce -1.3% 355,880 $42.2M
Focus Partners Wealth 0.05% Add +11.0% 349,135 $41.5M
SEB Asset Management AB 0.18% — 347,763 $41.3M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -3.9% 343,638 $40.8M
Vanguard Investments Australia, Ltd. 0.12% — 343,394 $40.7M
Royal London Asset Management Ltd. 0.08% No change 338,936 $40.2M
Teachers Retirement System of the State of Kentucky 0.31% Add +10.8% 338,774 $40.2M
Federation des caisses Desjardins du Quebec 0.14% Reduce -18.2% 338,753 $40.2M
J. Safra Sarasin Holding AG 0.68% Add +37.7% 337,613 $40.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.32% Reduce -2.9% 329,928 $39.1M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -2.5% 326,182 $38.7M
Asset Management One Co., Ltd. 0.11% Reduce -0.7% 322,863 $38.3M
Voya Investment Management LLC 0.05% Reduce -16.6% 322,810 $38.3M
Handelsbanken Fonder AB 0.13% Reduce -2.4% 321,405 $38.1M
Cwm, LLC 0.10% Reduce -4.2% 320,619 $38.0M
CSM Advisors, LLC 0.93% Reduce -13.4% 318,117 $37.7M
Private Management Group Inc. 1.08% Reduce -9.5% 317,163 $37.6M
Conning Inc. 1.30% Add +9.2% 315,319 $37.4M
Corient Private Wealth LP 0.05% Add +23.6% 317,802 $37.0M
APG Asset Management N.V. 0.12% Reduce -1.2% 358,355 $36.9M
Holocene Advisors, LP 0.09% New 308,934 $36.6M
Hancock Whitney Corp. 0.64% Reduce -4.5% 308,408 $36.6M
STRS Ohio 0.14% Reduce -0.1% 307,671 $36.5M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -19.6% 301,545 $35.8M
TD Waterhouse Canada Inc. 0.11% Add +26.7% 295,651 $35.7M
Treasurer of the State of North Carolina 0.11% Add +0.8% 294,813 $35.0M
Cannell & Spears LLC 0.69% Reduce -6.5% 291,729 $34.6M
Stifel Financial Corp. 0.03% Reduce -3.5% 287,447 $34.1M
PNC Financial Services Group, Inc. 0.02% Add +5.7% 282,510 $33.5M
Toronto Dominion Bank 0.06% Reduce -16.1% 281,278 $33.4M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -0.8% 278,112 $33.0M
Mariner, LLC 0.04% Reduce -26.4% 274,253 $32.5M
CIBC Bancorp USA Inc. 0.04% — 271,152 $32.2M
Assetmark, Inc. 0.06% Reduce -0.6% 267,635 $31.7M
Vontobel Holding Ltd. 0.11% Add +0.6% 265,732 $31.5M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +9.4% 263,478 $31.3M
DekaBank Deutsche Girozentrale 0.05% No change 265,166 $31.1M
State of Tennessee, Department of Treasury 0.10% Reduce -0.4% 261,267 $31.0M
Fiera Capital Corp 0.10% Add +8.2% 256,187 $30.4M
Interval Partners, LP 1.04% Reduce -10.1% 255,832 $30.3M
Matthew Goff Investment Advisor, LLC 5.06% Reduce -2.0% 255,673 $30.3M
Nomura Asset Management Co. Ltd. 0.08% Add +1.7% 254,885 $30.2M
Allspring Global Investments Holdings, LLC 0.05% Reduce -1.2% 246,182 $29.8M
S&G Foundation 1.58% — 251,000 $29.8M
Macquarie Group Ltd. 0.17% Reduce -15.0% 246,026 $29.2M
Matrix Asset Advisors Inc. 2.66% Reduce -6.5% 244,520 $29.0M
Public Employees Retirement System of Ohio 0.09% Reduce -3.5% 244,004 $28.9M
QRG Capital Management, Inc. 0.29% Add +21.9% 237,402 $28.2M
Bridgewater Associates 0.13% Reduce -32.4% 236,346 $28.0M
State of New Jersey Common Pension Fund D 0.11% Reduce -0.7% 234,493 $27.8M
Cacti Asset Management LLC 1.68% No change 233,515 $27.7M
Fifth Third Bancorp 0.05% Add +125.1% 233,471 $27.7M
MML Investors Services, LLC 0.08% Reduce -16.7% 229,952 $27.3M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -47.0% 225,281 $26.9M
Osaic Holdings, Inc. 0.04% Reduce -8.1% 225,957 $26.8M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -0.8% 223,511 $26.5M
Bank of Nova Scotia 0.05% Reduce -70.4% 220,863 $26.2M
Swiss Life Asset Management Ltd 0.13% Reduce -6.6% 220,486 $26.2M
Citizens Financial Group Inc. 0.36% Add +0.1% 220,190 $26.1M
Delta Asset Management LLC 2.37% Reduce -23.2% 219,137 $26.0M
Azimuth Capital Investment Management LLC 0.98% Reduce -41.1% 218,606 $25.9M
Tredje AP-fonden 0.14% New 217,489 $25.8M
Resona Asset Management Co.,Ltd. 0.13% Add +0.7% 218,379 $25.8M
Dana Investment Advisors, Inc. 0.77% Reduce -14.8% 216,864 $25.7M
AE Wealth Management LLC 0.14% Reduce -11.7% 215,532 $25.6M
Arbejdsmarkedets Tillaegspension 0.63% Add +7.1% 214,899 $25.5M
Dakota Wealth Management 0.54% Add +0.7% 211,000 $25.0M
Ethic Inc. 0.38% Add +5.0% 202,881 $24.1M
Creative Planning 0.02% Add +20.0% 198,874 $23.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +114.0% 198,461 $23.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Reduce -3.5% 197,024 $23.4M
Hikari Power Ltd 2.01% No change 194,130 $23.0M
Jane Street Group, LLC 0.03% Reduce -72.2% 193,983 $23.0M
Two Sigma Investments, LP 0.02% Add +1547.9% 193,361 $22.9M
First Horizon Corp. 0.95% Add +31.6% 191,660 $22.7M
Arizona State Retirement System 0.13% Reduce -4.8% 188,581 $22.4M
Czech National Bank 0.15% Add +1.9% 187,438 $22.2M
US Bancorp \de 0.03% Reduce -4.0% 186,637 $22.1M
Millennium Management 0.02% Reduce -21.1% 186,417 $22.1M
Natixis 0.09% Reduce -29.3% 185,740 $22.0M
Westchester Capital Management, Inc. 4.41% Add +7.0% 184,721 $21.9M
Meeder Asset Management Inc. 1.25% Reduce -35.8% 184,360 $21.9M
Chilton Investment Co. Inc. 0.51% Add +463.5% 184,267 $21.9M
Calamos Advisors LLC 0.11% Add +3.0% 183,671 $21.8M
CIBC Asset Management Inc 0.05% Add +0.8% 183,415 $21.8M
State of Michigan Retirement System 0.11% Reduce -1.5% 179,837 $21.3M
Varma Mutual Pension Insurance Co 0.12% No change 177,490 $21.1M
Ilmarinen Mutual Pension Insurance Co 0.16% No change 175,000 $20.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.36% Add +6.8% 173,975 $20.6M
Xponance LLC 0.15% Add +32.9% 173,430 $20.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.71% Add +79.5% 171,017 $20.3M
Tudor Investment Corporation 0.11% Add +25.9% 170,838 $20.3M
Investment Management Corp of Ontario 0.26% Add +33.1% 168,845 $20.0M
Ensign Peak Advisors, Inc 0.04% Add +13.5% 168,725 $20.0M
Segall Bryant & Hamill, LLC 0.29% Reduce -4.0% 168,301 $20.0M
Rafferty Asset Management, LLC 0.08% Reduce -21.3% 167,324 $19.8M
Jefferies Financial Group Inc. 0.25% Add +18.7% 167,002 $19.8M
Susquehanna Portfolio Strategies, LLC 0.29% No change 166,697 $19.8M
Crossmark Global Holdings, Inc. 0.29% Add +13.6% 166,288 $19.7M
Walleye Trading LLC 0.40% Add +7.5% 165,729 $19.7M
Auxier Asset Management LLC 2.79% Reduce -15.9% 163,641 $19.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +37.3% 163,327 $19.4M
AustralianSuper Pty Ltd 0.10% Add +1713.0% 163,228 $19.4M
Brown Advisory Inc. 0.03% Reduce -4.3% 163,118 $19.4M
MetLife Investment Management, LLC 0.10% Reduce -3.9% 163,075 $19.3M
Commonwealth Equity Services, LLC 0.03% Add +0.1% 162,439 $19.3M
&partners 0.09% Add +2.5% 162,314 $19.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -1.2% 160,320 $19.0M
Glenmede Trust Co. NA 0.09% Add +0.5% 159,918 $19.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +117.7% 158,193 $18.5M
BSN CAPITAL PARTNERS Ltd 0.47% No change 169,545 $18.5M
IFM Investors Pty Ltd 0.15% Add +3.4% 154,472 $18.3M
DNB Asset Management AS 0.07% Add +6.1% 153,999 $18.3M
Debussy Capital Management LP 2.52% Reduce -5.7% 153,489 $18.2M
Stolper Co 5.15% Reduce -52.4% 37,900 $18.2M
Financial Engines Advisors L.L.C. 0.04% Reduce -0.1% 151,008 $17.9M
Janney Montgomery Scott LLC 0.04% Add +7.3% 148,115 $17.6M
Retirement Systems of Alabama 0.06% Reduce -1.5% 146,153 $17.3M
B. Metzler seel. Sohn & Co. AG 0.16% Add +8.3% 145,929 $17.3M
Shelton Capital Management 0.38% Add +6.7% 145,726 $17.3M
Intech Investment Management LLC 0.17% Add +5.7% 145,283 $17.2M
Smithfield Trust Co 0.74% Reduce -3.1% 143,506 $17.0M
Isthmus Partners, LLC 1.78% Reduce -12.6% 143,231 $17.0M
ProShare Advisors LLC 0.03% Reduce -2.7% 143,062 $17.0M
ASR Vermogensbeheer N.V. 0.20% Add +1.4% 141,235 $16.8M
Neuberger Berman Group LLC 0.01% Add +5.9% 139,411 $16.5M
Novare Capital Management LLC 1.30% Reduce -3.0% 138,306 $16.4M
Prudential PLC 0.12% Reduce -26.3% 137,800 $16.3M
Jones Financial Companies LLLP 0.01% Add +292.3% 142,098 $16.3M
Cardinal Capital Management 2.09% Reduce -1.6% 136,863 $16.2M
Cerity Partners LLC 0.02% Add +19.0% 136,685 $16.2M
Daiwa Securities Group Inc. 0.05% Add +6.5% 135,166 $16.0M
Rockefeller Capital Management L.P. 0.03% Reduce -5.0% 134,802 $16.0M
Woodline Partners LP 0.06% Add +13.2% 134,803 $16.0M
Empowered Funds, LLC 0.10% New 134,347 $15.9M
Knights of Columbus Asset Advisors LLC 0.90% Add +8.0% 133,985 $15.9M
Dorsey Wright & Associates 1.94% Add +52.9% 131,774 $15.6M
Cibc World Market Inc. 0.03% Reduce -14.6% 131,243 $15.6M
Amalgamated Bank 0.12% Reduce -0.7% 130,533 $15.5M
Vanguard Personalized Indexing Management, LLC 0.15% Add +5.5% 130,317 $15.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Add +6.0% 129,239 $15.3M
USS Investment Management Ltd 0.06% Add +1.9% 127,992 $15.2M
Sienna Gestion 0.99% No change 130,838 $15.2M
First National Bank of Omaha 0.46% Reduce -16.2% 129,031 $15.0M
Mackenzie Financial Corp. 0.02% Add +4.4% 125,901 $14.9M
Markel Group 0.12% Add +2.5% 124,500 $14.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.1% 123,675 $14.7M
Alpine Global Management, LLC 2.59% New 123,421 $14.6M
UMB Bank, n.a. 0.20% Reduce -2.2% 122,482 $14.5M
Fisher Funds Management LTD 0.42% No change 121,682 $14.4M
Martingale Asset Management L P 0.36% Reduce -29.8% 120,338 $14.3M
Callan Family Office, LLC 0.32% Reduce -2.3% 118,236 $14.0M
American Assets Investment Management, LLC 0.93% No change 115,000 $13.6M
HRT Financial LP 0.03% Reduce -56.3% 113,231 $13.4M
Utah Retirement Systems 0.14% Reduce -3.6% 111,956 $13.3M
Pinnacle Financial Partners, Inc. 0.10% Add +4.3% 111,411 $13.2M
FIL Ltd 0.01% Add +810.2% 110,458 $13.1M
Boston Common Asset Management, LLC 0.84% Add +6.6% 109,472 $13.0M
Nomura Asset Management International Inc. 0.02% Reduce -3.0% 109,395 $13.0M
Tweedy, Browne Co LLC 1.03% Reduce -14.5% 108,955 $12.9M
Atria Investments, Inc 0.14% Add +4.3% 108,506 $12.9M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Add +71.0% 108,152 $12.8M
Genus Capital Management Inc. 1.45% Add +29.3% 106,677 $12.7M
Police & Firemen's Retirement System of New Jersey 0.11% Reduce -1.3% 106,321 $12.6M
Allstate Corp. 0.13% Add +94.1% 102,631 $12.2M
New York Life Investment Management LLC 0.10% Add +1.0% 102,497 $12.2M
Advisors Asset Management, Inc. 0.20% Reduce -6.0% 102,153 $12.1M
Trillium Asset Management, LLC 0.40% Reduce -1.0% 102,021 $12.1M
Hudson Bay Capital Management LP 0.08% New 101,497 $12.0M
NEOS Investment Management LLC 0.06% Add +5.2% 101,029 $12.0M
Vinva Investment Management Ltd 0.15% Reduce -7.8% 103,857 $12.0M
Impax Asset Management Group plc 0.08% Reduce -7.7% 100,597 $11.9M
Edgar Lomax Co. 0.85% Reduce -20.5% 100,204 $11.9M
RBF Capital, LLC 0.58% No change 100,000 $11.9M
Kintegral Advisory, LLC 1.10% Reduce -4.3% 98,105 $11.6M
Wealthfront Advisers LLC 0.03% Reduce -0.9% 97,491 $11.6M
Bradley Foster & Sargent Inc. 0.18% Add +0.0% 96,327 $11.4M
Teamwork Financial Advisors, LLC 1.27% Reduce -19.0% 96,287 $11.4M
iA Global Asset Management Inc. 0.16% Add +163.3% 96,274 $11.4M
ProVise Management Group, LLC 0.81% Reduce -1.5% 95,391 $11.3M
Kepler Cheuvreux (Suisse) SA 0.75% Reduce -29.2% 95,319 $11.3M
Longaeva Partners L.P. 0.54% New 95,176 $11.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -24.2% 94,854 $11.3M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -0.6% 94,030 $11.2M
Mutual of America Capital Management LLC 0.12% Add +23.2% 92,250 $10.9M
Pathstone Holdings, LLC 0.04% Reduce -3.7% 91,092 $10.8M
Visionary Wealth Advisors 0.47% Reduce -1.4% 90,162 $10.7M
Nissay Asset Management Corp. /Japan 0.06% Reduce -1.2% 89,415 $10.6M
Sound Income Strategies, LLC 0.51% Add +5.2% 86,920 $10.5M
Erste Asset Management GmbH 0.10% Add +55.6% 90,945 $10.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.7% 88,212 $10.5M
Mediolanum International Funds Ltd 0.11% Add +399.6% 90,419 $10.4M
BNP Paribas 0.33% Add +2560.3% 87,257 $10.4M
Chase Investment Counsel Corp. 2.69% Add +4.5% 86,329 $10.2M
Hamel Associates, Inc. 2.88% Reduce -5.2% 85,200 $10.1M
Abn Amro Investment Solutions 0.13% Reduce -1.7% 84,325 $10.0M
Baird Financial Group, Inc. 0.02% Reduce -9.8% 84,157 $10.0M
Yousif Capital Management, LLC 0.12% Reduce -4.9% 83,699 $9.9M
Danica Pension, Livsforsikringsaktieselskab 0.19% New 83,315 $9.9M
Burney Co./ 0.31% Reduce -17.1% 82,856 $9.8M
Sterling Capital Management LLC 0.19% Reduce -15.1% 82,677 $9.8M
RPg Family Wealth Advisory, LLC 2.05% Reduce -0.5% 82,633 $9.8M
Merit Financial Group, LLC 0.07% Add +15.9% 82,546 $9.8M
Portland Global Advisors LLC 1.04% Reduce -0.2% 82,308 $9.8M
Barbara Oil Co. 3.66% No change 80,000 $9.5M
Arkadios Wealth Advisors 0.16% Add +3.8% 79,937 $9.5M
Susquehanna International Group, LLP 0.01% Reduce -53.1% 79,923 $9.5M
Oregon Public Employees Retirement Fund 0.12% Reduce -1.3% 78,830 $9.4M
M&T Bank Corp 0.03% Add +0.2% 78,393 $9.3M
Kestra Private Wealth Services, LLC 0.11% Add +4.9% 78,229 $9.3M
Delta Accumulation, LLC 33.89% New 78,107 $9.3M
MAI Capital Management 0.05% Add +0.9% 77,946 $9.2M
Raiffeisen Bank International AG 0.13% Reduce -4.1% 79,804 $9.2M
Keybank National Association 0.03% Add +3.4% 77,178 $9.2M
First American Trust, FSB 0.62% Reduce -6.7% 77,128 $9.1M
OP Asset Management Ltd 0.09% Reduce -6.8% 75,925 $9.0M
Steward Partners Investment Advisory, LLC 0.05% Reduce -7.9% 75,588 $9.0M
Promethos Capital, LLC 2.35% Reduce -6.9% 73,844 $8.8M
Nordea Investment Management AB 0.01% Add +5.9% 74,701 $8.7M
Horizon Investments, LLC 0.10% Add +122.1% 72,835 $8.6M
World Investment Advisors 0.14% Add +0.1% 72,346 $8.6M
Oak Associates Ltd. 0.57% Reduce -23.6% 71,510 $8.5M
Clifford Swan Investment Counsel LLC 0.29% Reduce -2.5% 70,611 $8.4M
Railway Pension Investments Ltd 0.12% No change 70,300 $8.3M
Dean Investment Associates, LLC 1.16% Reduce -7.6% 69,611 $8.3M
CWA Asset Management Group, LLC 0.28% Add +4.1% 69,335 $8.2M
Motco 0.76% Reduce -1.6% 69,122 $8.2M
NWK Group, Inc. 3.13% Reduce -1.3% 68,800 $8.2M
L & S Advisors Inc 1.02% Reduce -43.4% 68,456 $8.1M
State of Alaska, Department of Revenue 0.09% Reduce -1.4% 68,399 $8.1M
Polar Asset Management Partners Inc. 0.26% New 68,374 $8.1M
Summit Financial, LLC 0.10% Add +11.8% 67,435 $8.0M
NorthCoast Asset Management LLC 0.18% Add +18.0% 67,254 $8.0M
Elo Mutual Pension Insurance Co 0.13% Reduce -10.3% 66,504 $7.9M
Formuepleje A/S 0.71% New 65,815 $7.8M
Sequoia Financial Advisors, LLC 0.04% Reduce -4.0% 65,114 $7.7M
Boston Research & Management Inc. 1.82% Reduce -0.3% 64,639 $7.7M
Private Advisor Group, LLC 0.04% Add +4.1% 63,565 $7.5M
UniSuper Management Pty Ltd 0.05% Add +8.8% 62,832 $7.5M
Greystone Financial Group, LLC 2.11% Reduce -54.1% 62,717 $7.4M
Hantz Financial Services, Inc. 0.11% Reduce -2.2% 61,253 $7.3M
Pinnacle Associates Ltd. 0.09% Reduce -2.1% 60,784 $7.2M
Laird Norton Wetherby Trust Company, LLC 0.16% Add +1.4% 60,677 $7.2M
Lincoln Capital LLC 1.35% Reduce -1.0% 60,024 $7.1M
Ibex Wealth Advisors 0.65% Add +2.1% 59,004 $7.0M
First Pacific Financial 0.89% Reduce -3.8% 58,531 $6.9M
Shayne & Jacobs, LLC 2.14% Reduce -1.3% 58,347 $6.9M
Wesbanco Bank Inc. 0.19% Add +420.9% 56,896 $6.7M
Butensky & Cohen Financial Security, Inc. 1.77% Reduce -7.7% 56,795 $6.7M
Westpac Banking Corp. 0.47% Reduce -1.6% 56,617 $6.7M
Graham Capital Management, L.P. 0.30% Add +35.2% 56,050 $6.6M
Ieq Capital, LLC 0.03% Reduce -25.4% 56,024 $6.6M
Wealth Advisors of Tampa Bay, LLC 2.20% Reduce -7.2% 56,009 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -29.9% 55,976 $6.6M
BNC Wealth Management, LLC 1.79% Reduce -1.9% 54,450 $6.5M
Park Avenue Securities LLC 0.05% Add +14.5% 54,372 $6.5M
Farther Finance Advisors, LLC 0.06% Add +7.9% 53,228 $6.4M
Abner Herrman & Brock LLC 0.71% No change 53,875 $6.4M
Caprock Group, LLC 0.15% Reduce -1.3% 53,397 $6.3M
Gulf International Bank (UK) Ltd 0.14% Add +46.7% 53,358 $6.3M
Assenagon Asset Management S.A. 0.01% Add +2.2% 53,323 $6.3M
Commerce Bank 0.03% Add +13.2% 53,097 $6.3M
Choreo, LLC 0.08% Add +25.9% 52,787 $6.3M
Bokf, NA 0.09% Reduce -9.6% 52,149 $6.2M
Brevan Howard Capital Management LP 0.06% Add +144.6% 51,744 $6.1M
Avanza Fonder AB 0.17% Reduce -1.4% 51,739 $6.1M
Cullen Investment Group, LTD. 0.77% Add +27.1% 49,216 $5.8M
Hennion & Walsh Asset Management, Inc. 0.20% Reduce -7.2% 49,109 $5.8M
Estabrook Capital Management 0.85% Reduce -1.4% 48,772 $5.8M
Osmosis Investment Management UK Ltd 0.15% Reduce -28.2% 48,617 $5.8M
Banque Cantonale Vaudoise 0.22% Add +15.5% 48,304 $5.7M
Prosperity Consulting Group, LLC 0.25% Add +0.8% 48,224 $5.7M
Boyar Asset Management Inc. 3.21% Reduce -1.8% 47,559 $5.6M
Generali Asset Management SPA SGR 0.12% Reduce -0.9% 46,546 $5.5M
Pinkerton Wealth, LLC 0.50% Reduce -2.9% 47,304 $5.5M
Delta Financial Advisors LLC 1.39% Reduce -1.6% 45,024 $5.3M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +114.5% 44,762 $5.3M
Nisa Investment Advisors, LLC 0.02% Reduce -4.4% 44,479 $5.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 44,438 $5.3M
United Capital Financial Advisors, LLC 0.03% Add +24.7% 44,364 $5.3M
Jump Financial, LLC 0.09% Reduce -11.4% 44,043 $5.2M
Silvercrest Asset Management Group LLC 0.04% Reduce -2.1% 43,847 $5.2M
Lido Advisors, LLC 0.02% Add +15.0% 43,385 $5.1M
Rathbones Group PLC 0.02% Reduce -31.3% 43,291 $5.1M
Barnes Dennig Private Wealth Management LLC 5.06% Reduce -4.8% 43,085 $5.1M
Harris Associates (Oakmark Funds) 0.01% Reduce -36.5% 42,984 $5.1M
Convergence Investment Partners, LLC 0.83% Reduce -24.2% 42,690 $5.1M
Vertrix Wealth Management, LLC 1.86% — 42,567 $5.0M
CPC Advisors, LLC 0.81% Reduce -43.9% 42,255 $5.0M
HB Wealth Management, LLC 0.03% Add +8.0% 42,129 $5.0M
Norinchukin Bank, The 0.06% Reduce -1.6% 41,962 $5.0M
Ossiam 0.09% Add +5847.4% 41,810 $5.0M
Central Pacific Bank - Trust Division 0.66% Reduce -7.4% 41,697 $4.9M
Mizuho Securities USA LLC 0.12% Reduce -18.1% 41,607 $4.9M
Pacer Advisors, Inc. 0.01% Reduce -33.2% 41,598 $4.9M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -17.1% 41,537 $4.9M
Compound Planning, Inc. 0.15% Add +0.2% 41,436 $4.9M
Axecap Investments, LLC 3.37% Add +60.1% 41,309 $4.9M
Western Financial Corp 1.91% Add +28.9% 41,220 $4.9M
LBP Am SA 0.07% Reduce -5.5% 40,668 $4.8M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -38.7% 40,612 $4.8M
Blair William & Co. 0.01% Add +0.9% 40,491 $4.8M
Ofi Invest Asset Management 0.06% Reduce -71.4% 44,558 $4.8M
Integrated Wealth Concepts LLC 0.04% Add +27.7% 39,643 $4.7M
Metis Global Partners, LLC 0.12% Reduce -10.3% 39,498 $4.7M
Hartford Investment Management Co. 0.15% Reduce -2.4% 39,429 $4.7M
D. E. Shaw & Co. 0.00% Reduce -90.5% 39,404 $4.7M
AdvisorNet Financial, Inc 0.24% Reduce -6.0% 39,007 $4.6M
Joel Isaacson & Co., LLC 0.15% Reduce -0.1% 38,924 $4.6M
Allianz SE 0.05% No change 38,779 $4.6M
OMERS ADMINISTRATION Corp 0.03% Add +22.9% 38,656 $4.6M
King Luther Capital Management Corp. 0.02% Reduce -1.3% 38,468 $4.6M
Neville Rodie & Shaw Inc. 0.33% Reduce -7.7% 37,825 $4.5M
Murphy Pohlad Asset Management LLC 1.59% Reduce -3.7% 37,476 $4.4M
WCG Wealth Advisors LLC 0.12% Reduce -11.8% 37,474 $4.4M
Alerus Financial NA 0.22% Reduce -16.3% 37,416 $4.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% Reduce -15.8% 37,299 $4.4M
Moors & Cabot, Inc. 0.19% Reduce -0.6% 36,466 $4.3M
Elevation Point Wealth Partners, LLC 0.10% Add +466.7% 36,358 $4.3M
Pragma Gestao DE Patrimonio Ltd. 2.27% Reduce -29.6% 36,200 $4.3M
Great Lakes Advisors, LLC 0.04% Add +3.0% 36,025 $4.3M
Plato Investment Management Ltd 0.29% No change 35,811 $4.3M
Borer Denton & Associates, Inc. 1.51% Reduce -0.3% 35,768 $4.2M
McKinley Carter Wealth Services, Inc. 0.24% Reduce -0.1% 35,397 $4.2M
Louisiana State Employees Retirement System 0.07% Reduce -1.4% 35,100 $4.2M
Vestmark Advisory Solutions, Inc. 0.05% Add +236.5% 35,031 $4.2M
Allworth Financial LP 0.02% Add +3.4% 34,999 $4.2M
Maryland State Retirement & Pension System 0.08% Reduce -1.1% 34,858 $4.1M
Diversified Trust Co. 0.08% Reduce -2.2% 34,698 $4.1M
Aspen Grove Capital, LLC 0.80% No change 34,611 $4.1M
Bailard, Inc. 0.09% Reduce -0.3% 33,999 $4.0M
Sit Investment Associates Inc. 0.08% Reduce -10.5% 33,840 $4.0M
Clearbridge Investments, LLC 0.00% Reduce -2.1% 33,738 $4.0M
Capital Fund Management S.A. 0.04% New 33,708 $4.0M
Marietta Investment Partners LLC 0.80% New 33,502 $4.0M
Praxis Investment Management Inc. 0.24% No change 32,984 $3.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.23% Add +496.6% 32,869 $3.9M
Alpha Omega Wealth Management LLC 0.63% Reduce -2.0% 32,762 $3.9M
Walsky Investment Management, Inc. 3.93% Add +2.3% 32,467 $3.9M
Douglass Winthrop Advisors, LLC 0.07% Add +1.3% 32,343 $3.8M
Gotham Asset Management 0.01% Add +1.8% 32,268 $3.8M
New Mexico Educational Retirement Board 0.12% No change 32,160 $3.8M
Savant Capital, LLC 0.02% Add +19.7% 31,992 $3.8M
D L Carlson Investment Group Inc. 0.65% Add +1.8% 31,854 $3.8M
Evergreen Capital Management LLC 0.08% Add +22.8% 31,713 $3.8M
Group One Trading LLC 0.12% New 31,649 $3.8M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -6.5% 31,638 $3.8M
SCS Capital Management LLC 0.04% Reduce -7.4% 31,595 $3.7M
Ritholtz Wealth Management 0.07% Reduce -4.4% 31,566 $3.7M
Redhawk Wealth Advisors, Inc. 0.41% Add +30.4% 31,549 $3.7M
Millington Financial Advisors, LLC 1.57% Reduce -5.2% 27,664 $3.7M
Dynamic Advisor Solutions LLC 0.12% Add +29.6% 31,294 $3.7M
Cresset Asset Management, LLC 0.02% Add +13.8% 31,135 $3.7M
Oppenheimer & Co. Inc. 0.04% New 31,003 $3.7M
Vident Advisory, LLC 0.03% Add +39.4% 30,849 $3.7M
OpenArc Corporate Advisory, LLC 0.05% Add +3.0% 30,638 $3.6M
Nilsine Partners, LLC 0.28% Add +6.4% 26,789 $3.6M
Baxter Bros Inc. 0.44% Reduce -2.0% 29,980 $3.6M
Edgestream Partners, L.P. 0.12% Reduce -65.4% 29,950 $3.6M
Northstar Advisory Group, LLC 1.35% Reduce -17.9% 29,859 $3.5M
Trilogy Capital Inc. 0.16% Add +0.6% 29,708 $3.5M
Edgewood Management LLC 0.02% No change 29,704 $3.5M
Premier Path Wealth Partners, LLC 0.45% Add +4.9% 29,400 $3.5M
iSAM Funds (UK) Ltd 1.72% Add +39.8% 29,327 $3.5M
Louisbourg Investments Inc. 0.66% Add +4.5% 38,497 $3.5M
Alpine Woods Capital Investors, LLC 0.83% Reduce -4.0% 29,259 $3.5M
Delta Capital Management LLC 1.93% No change 29,165 $3.5M
Dean Capital Management 1.43% Reduce -9.6% 29,137 $3.5M
Woodstock Corp. 0.31% No change 29,085 $3.5M
Bragg Financial Advisors, Inc 0.11% Reduce -1.5% 29,056 $3.4M
VestGen Advisors, LLC 0.10% Add +53.4% 25,713 $3.4M
Falcon Wealth Planning 0.23% Add +0.1% 28,814 $3.4M
GMO 0.01% Reduce -57.0% 28,567 $3.4M
Great Diamond Partners, LLC 0.65% Add +6.4% 28,552 $3.4M
Aigen Investment Management, LP 0.87% Reduce -3.2% 28,493 $3.4M
Greenleaf Trust 0.03% Add +2.4% 28,463 $3.4M
Principal Securities, Inc. 0.05% Add +7.4% 28,420 $3.4M
Argent Trust Co 0.11% Reduce -6.3% 28,401 $3.4M
South Dakota Investment Council 0.06% Reduce -4.5% 28,398 $3.4M
Equitable Holdings, Inc. 0.02% Add +927.8% 28,890 $3.4M
AG2R La Mondiale Gestion D'actifs 0.15% Reduce -0.1% 28,230 $3.3M
MUFG Securities EMEA plc 0.05% Reduce -73.0% 28,215 $3.3M
Global Financial Private Client, LLC 1.09% Add +3.5% 28,190 $3.3M
Sumitomo Life Insurance Co. 0.08% Reduce -5.6% 28,078 $3.3M
Agf Management Ltd. 0.01% Reduce -0.4% 28,038 $3.3M
Graphene Investments SAS 2.23% Reduce -8.8% 28,000 $3.3M
Kentucky Retirement Systems 0.24% Add +114.0% 94,824 $3.3M
First National Advisers, LLC 0.48% Reduce -12.6% 27,894 $3.3M
Pinebridge Investments LLC 0.03% Add +332.6% 27,758 $3.3M
Apollon Wealth Management, LLC 0.05% Add +4.6% 27,617 $3.3M
Summit Trail Advisors, LLC 0.05% Add +27.9% 27,529 $3.3M
Cary Street Partners Financial LLC 0.08% Add +0.3% 27,497 $3.3M
Fideuram Asset Management (Ireland) dac 0.41% Add +161.2% 26,962 $3.3M
AMF Tjanstepension AB 0.02% Reduce -34.4% 27,274 $3.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.4% 27,209 $3.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.75% Add +2.7% 26,942 $3.2M
PKS Advisory Services, LLC 0.74% Add +0.4% 26,862 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +9.4% 26,611 $3.2M
Cantor Fitzgerald Investment Advisors L.P. 0.23% Reduce -13.3% 26,525 $3.1M
Ascent Wealth Partners, LLC 0.36% Add +3.0% 26,436 $3.1M
Johnson Investment Counsel Inc. 0.03% Reduce -9.7% 26,388 $3.1M
Family Manage LLC 0.37% Reduce -29.6% 26,357 $3.1M
Sumitomo Mitsui Financial Group, Inc. 0.06% Add +12.6% 26,325 $3.1M
BOCHK Asset Management Ltd 0.64% Add +73.3% 26,000 $3.1M
Mgo One Seven LLC 0.06% Add +5.4% 25,964 $3.1M
Brooklyn Investment Group 0.10% Add +38.3% 25,882 $3.1M
Councilmark Asset Management, LLC 1.75% Add +0.1% 25,709 $3.0M
Twin Capital Management Inc. 0.39% Add +0.9% 25,641 $3.0M
Saudi Central Bank 0.06% New 25,404 $3.0M
Munich Reinsurance Co Stock Corp in Munich 0.07% New 25,376 $3.0M
Empirical Finance, LLC 0.14% Reduce -0.2% 25,334 $3.0M
Waverly Advisors, LLC 0.02% Add +16.3% 25,329 $3.0M
Intrinsic Value Partners, LLC 2.31% Reduce -11.6% 25,314 $3.0M
Peapack Gladstone Financial Corp. 0.04% Reduce -13.4% 25,272 $3.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -74.0% 25,233 $3.0M
Vivid Wealth Management, LLC 1.21% Reduce -3.9% 25,215 $3.0M
Nomura Holdings Inc. 0.02% Add +43.8% 25,109 $3.0M
Bessemer Group Inc. 0.00% Add +2.1% 25,076 $3.0M
First Citizens Bank & Trust Co. 0.06% Reduce -4.7% 25,068 $3.0M
Concurrent Investment Advisors, LLC 0.03% Reduce -51.2% 25,005 $3.0M
MassMutual Private Wealth & Trust, FSB 0.08% Add +1.4% 24,928 $3.0M
Patton Fund Management, Inc. 0.50% Reduce -64.0% 24,773 $2.9M
Bleakley Financial Group, LLC 0.05% Add +1.7% 24,720 $2.9M
Ferguson Wellman Capital Management, Inc. 0.04% No change 24,690 $2.9M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 24,491 $2.9M
Carret Asset Management, LLC 0.28% No change 24,290 $2.9M
E. Ohman J:or Asset Management AB 0.08% No change 24,267 $2.9M
Advisory Services Network, LLC 0.04% Reduce -17.0% 24,252 $2.9M
Commerzbank Aktiengesellschaft 0.06% Reduce -0.6% 23,940 $2.8M
Scotia Capital Inc. 0.01% Reduce -30.5% 23,937 $2.8M
Poehling Capital Management, INC. 0.60% Reduce -0.9% 23,894 $2.8M
Axxcess Wealth Management, LLC 0.09% Reduce -3.6% 23,836 $2.8M
GAMMA Investing LLC 0.13% Add +7.7% 23,771 $2.8M
Permanent Capital Management, LP 0.44% Add +0.1% 20,794 $2.8M
Galvin, Gaustad & Stein, LLC 0.23% Reduce -4.2% 23,637 $2.8M
Meeder Advisory Services, Inc. 0.12% Add +7.3% 23,574 $2.8M
Davis Capital Management 1.89% Reduce -1.0% 23,486 $2.8M
Arjuna Capital 0.70% Add +1.3% 23,233 $2.8M
Benjamin Edwards Inc. 0.03% Add +19.2% 23,030 $2.7M
OmniStar Financial Group, Inc. 1.41% Add +207.2% 22,852 $2.7M
Searle & Co. 0.69% No change 22,837 $2.7M
Ballentine Partners, LLC 0.04% Add +13.7% 22,797 $2.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.6% 22,721 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -4.4% 22,700 $2.7M
Fifth Third Wealth Advisors LLC 0.09% Add +9.6% 22,509 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -32.9% 22,365 $2.7M
Gladstone Institutional Advisory LLC 0.10% Reduce -25.3% 22,342 $2.7M
Rodgers Brothers Inc. 0.30% Reduce -0.4% 22,244 $2.6M
Vise Technologies, Inc. 0.05% No change 22,716 $2.6M
Valley National Advisers Inc. 0.34% Reduce -0.8% 22,192 $2.6M
MainStreet Investment Advisors LLC 0.39% Add +0.6% 22,112 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.2% 22,022 $2.6M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.08% Add +5.3% 21,978 $2.6M
Hudson Portfolio Management LLC 2.19% No change 21,958 $2.6M
CoreCap Advisors, LLC 0.09% Add +0.8% 21,897 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -16.0% 21,808 $2.6M
Accurate Wealth Management, LLC 0.31% Add +167.1% 20,011 $2.6M
PEAK6 LLC 0.07% Add +202.4% 21,474 $2.5M
Signature Wealth Management Partners, LLC 1.27% No change 21,369 $2.5M
Agate Pass Investment Management, LLC 0.99% No change 21,240 $2.5M
CGN Advisors LLC 0.20% Reduce -0.5% 21,233 $2.5M
Guyasuta Investment Advisors Inc. 0.15% Add +0.1% 21,158 $2.5M
Coldstream Capital Management Inc. 0.03% Add +2.6% 20,950 $2.5M
Ostrum Asset Management 0.14% Add +103.6% 20,920 $2.5M
Quadrant Capital Group LLC 0.07% Add +2.8% 20,895 $2.5M
Caisse Des Depots Et Consignations 0.04% Reduce -34.8% 20,735 $2.5M
Mufg Securities Americas Inc. 0.16% Add +1.4% 20,706 $2.5M
Wynn Capital, LLC 1.26% Reduce -0.6% 20,664 $2.5M
Kanawha Capital Management LLC 0.17% Reduce -4.7% 20,454 $2.4M
Mraz, Amerine & Associates, Inc. 0.35% No change 20,270 $2.4M
Secured Retirement Advisors, LLC 1.36% Add +1.4% 20,265 $2.4M
FSB Premier Wealth Management, Inc. 0.75% Add +2.7% 20,236 $2.4M
Inlet Private Wealth, LLC 0.61% Reduce -15.1% 20,223 $2.4M
North Dakota State Investment Board 0.10% Reduce -16.5% 20,212 $2.4M
Thoroughbred Financial Services, LLC 0.14% Reduce -0.0% 20,090 $2.4M
CenterBook Partners LP 0.13% Add +203.2% 19,812 $2.4M
Cascade Financial Partners, LLC 0.24% No change 19,711 $2.3M
Machina Capital S.A.S. 0.45% Reduce -37.6% 19,206 $2.3M
Wilmington Savings Fund Society, FSB 0.05% Add +7.3% 19,036 $2.3M
Beverly Hills Private Wealth, LLC 0.38% Add +3.3% 18,966 $2.2M
Legacy Bridge, LLC 0.85% Add +7.1% 18,851 $2.2M
Axq Capital, LP 0.29% New 18,765 $2.2M
Securian Asset Management, Inc. 0.09% Reduce -1.5% 18,670 $2.2M
Edgemoor Investment Advisors, Inc. 0.17% Reduce -0.6% 18,610 $2.2M
XTX Topco Ltd 0.04% Add +26.1% 18,586 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% No change 18,570 $2.2M
Sunesis Advisors, LLC 0.99% No change 18,436 $2.2M
RiverFront Investment Group, LLC 0.03% New 18,415 $2.2M
Squarepoint Ops LLC 0.00% Reduce -97.0% 18,295 $2.2M
Anchor Investment Management, LLC 0.18% Reduce -2.2% 18,269 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Add +0.5% 16,271 $2.2M
Ingalls & Snyder LLC 0.08% No change 18,161 $2.2M
Independent Advisor Alliance 0.02% Add +34.4% 18,096 $2.1M
Granite Group Advisors, LLC 1.30% Reduce -11.8% 17,199 $2.1M
Gateway Investment Advisers LLC 0.02% Add +8.3% 18,015 $2.1M
Archford Capital Strategies, LLC 0.24% Reduce -0.6% 17,939 $2.1M
Rothschild Investment LLC 0.11% Reduce -3.5% 17,931 $2.1M
Tounjian Advisory Partners, LLC 0.77% Reduce -3.9% 17,928 $2.1M
Beacon Pointe Advisors, LLC 0.01% Add +41.6% 17,885 $2.1M
BTG Pactual Asset Management US LLC 0.21% Reduce -20.3% 17,716 $2.1M
Canada Post Corp Registered Pension Plan 0.08% Reduce -13.2% 17,607 $2.1M
Paradigm Asset Management Co. LLC 0.49% No change 17,500 $2.1M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -2.9% 17,492 $2.1M
Allen Wealth Management, LLC 1.04% Reduce -6.3% 17,457 $2.1M
Florida Trust Wealth Management Co 0.06% Add +2.0% 17,427 $2.1M
Wilkins Investment Counsel Inc. 0.29% Reduce -6.5% 17,345 $2.1M
Beacon Financial Group 0.20% Add +1.0% 17,324 $2.1M
IHT Wealth Management, LLC 0.05% Add +2.2% 17,183 $2.0M
Aaron Wealth Advisors LLC 0.12% Add +0.4% 17,103 $2.0M
Baldwin Wealth Partners LLC 0.15% Reduce -2.9% 17,099 $2.0M
Ascent Group, LLC 0.07% Add +13.1% 17,076 $2.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +11.9% 17,040 $2.0M
NewEdge Wealth, LLC 0.02% Reduce -16.0% 17,024 $2.0M
MTM Investment Management, LLC 0.64% Add +1.6% 16,984 $2.0M
SVB Wealth LLC 0.13% Reduce -1.1% 16,951 $2.0M
Welch Group, LLC 0.08% No change 16,936 $2.0M
Principle Wealth Partners LLC 0.11% Add +0.3% 16,832 $2.0M
Van Hulzen Asset Management, LLC 0.15% Add +2.3% 16,743 $2.0M
Endeavor Private Wealth, Inc. 0.57% Add +8.2% 16,741 $2.0M
Live Oak Investment Partners 1.17% Reduce -9.4% 16,723 $2.0M
Kingsview Wealth Management, LLC 0.03% Reduce -7.6% 16,697 $2.0M
Intesa Sanpaolo Wealth Management 0.48% Add +6.3% 16,681 $2.0M
Signaturefd, LLC 0.03% Add +14.2% 16,639 $2.0M
Tocqueville Asset Management L.P. 0.03% Reduce -6.3% 16,629 $2.0M
Parallel Advisors, LLC 0.04% Add +12.5% 16,583 $2.0M
Siemens Fonds Invest GmbH 0.11% Reduce -0.4% 16,526 $2.0M
Maltese Capital Management LLC 0.39% Reduce -15.4% 16,500 $2.0M
Weiss Asset Management LP 0.05% New 16,500 $2.0M
Banco Santander, S.A. 0.02% Add +555.6% 16,293 $1.9M
Cherokee Insurance Co 0.73% No change 16,230 $1.9M
Lebenthal Global Advisors, LLC 0.28% Add +70.5% 16,222 $1.9M
Wealthspire Advisors, LLC 0.02% Reduce -20.2% 16,187 $1.9M
Fiduciary Family Office, LLC 0.54% Add +2.3% 16,106 $1.9M
Virtus Investment Advisers, LLC 0.52% New 15,964 $1.9M
Arax Advisory Partners 0.05% Add +0.4% 15,689 $1.9M
Brown Brothers Harriman & Co. 0.01% Add +78.0% 15,883 $1.9M
Centiva Capital, LP 0.09% Add +194.7% 15,689 $1.9M
Wedbush Securities Inc. 0.05% Add +5.9% 15,687 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +3.2% 15,533 $1.8M
Parsons Capital Management Inc. 0.08% Add +10.1% 15,451 $1.8M
Bluespring Wealth Management, LLC 0.16% Reduce -8.0% 15,434 $1.8M
Voya Financial Advisors, Inc. 0.18% Reduce -10.7% 15,877 $1.8M
McRae Capital Management Inc. 0.38% No change 15,341 $1.8M
J.W. Cole Advisors, Inc. 0.06% Reduce -7.3% 15,170 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +4.2% 15,077 $1.8M
Confluence Wealth Services, Inc. 0.07% Add +0.5% 15,066 $1.8M
Whittier Trust Co. 0.02% Reduce -0.9% 14,422 $1.8M
Element Pointe Advisors, LLC 0.34% No change 15,010 $1.8M
Prospera Financial Services Inc 0.03% Reduce -21.9% 14,933 $1.8M
FCG Investment Co 0.77% — 14,781 $1.8M
Center for Wealth Management Advisory 1.26% New 14,777 $1.8M
CreativeOne Wealth, LLC 0.04% Reduce -1.0% 14,757 $1.8M
SouthState Bank Corp 0.08% No change 14,626 $1.7M
Quantitative Investment Management, LLC 0.18% New 14,623 $1.7M
Mount Lucas Management LP 0.64% Reduce -22.2% 14,573 $1.7M
IPG Investment Advisors LLC 0.30% Reduce -7.4% 14,516 $1.7M
Meridian Wealth Management, LLC 0.06% Reduce -2.8% 14,265 $1.7M
Regions Financial Corp. 0.01% Reduce -1.1% 14,258 $1.7M
Rossmore Private Capital 0.15% Reduce -3.5% 14,238 $1.7M
Essex Financial Services, Inc. 0.09% Reduce -19.0% 14,237 $1.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.08% Reduce -3.7% 14,075 $1.7M
Advisory Alpha, LLC 0.05% Add +15.1% 14,037 $1.7M
Vestcor Inc 0.05% No change 14,029 $1.7M
Mission Wealth Management, LP 0.03% Reduce -3.8% 13,976 $1.7M
Brighton Jones LLC 0.04% New 13,884 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.6% 13,476 $1.6M
Ramirez Asset Management, Inc. 0.19% Reduce -0.4% 13,418 $1.6M
Gradient Capital Advisors, LLC 0.41% Add +0.4% 13,395 $1.6M
DAVENPORT & Co LLC 0.01% Add +1.3% 13,389 $1.6M
Boston Family Office LLC 0.11% No change 13,388 $1.6M
TIAA Wealth Investment Management LLC 0.01% — 13,306 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -9.3% 13,306 $1.6M
Stenger Family Office, LLC 0.28% Add +10.2% 13,149 $1.6M
Affinity Investment Advisors, LLC 0.97% Add +1.3% 13,094 $1.6M
Vectors Research Management, LLC 0.45% Add +0.7% 13,074 $1.6M
Sun Financial Inc 0.78% Reduce -1.7% 11,390 $1.5M
Dynamic Technology Lab Private Ltd 0.25% Reduce -50.6% 13,030 $1.5M
Syon Capital LLC 0.08% Add +11.2% 13,009 $1.5M
WealthTrust Asset Management, LLC 0.92% Add +0.3% 12,989 $1.5M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -4.9% 12,914 $1.5M
Carnegie Lake Advisors LLC 0.61% No change 12,888 $1.5M
Bryn Mawr Trust Advisors, LLC 0.07% Add +2.2% 12,822 $1.5M
Fulton Bank, N.A. 0.05% No change 12,788 $1.5M
Brookstone Capital Management 0.02% Reduce -5.6% 12,761 $1.5M
Abacus Wealth Partners, LLC 0.14% Add +4.8% 12,752 $1.5M
WealthTrust Axiom LLC 0.37% Add +0.7% 12,739 $1.5M
RB Capital Management, LLC 0.33% Add +21.4% 12,709 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -1.4% 12,663 $1.5M
Frank, Rimerman Advisors LLC 0.10% Reduce -23.7% 12,604 $1.5M
Strategic Investment Advisors / MI 0.10% Add +87.2% 12,501 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% Add +9.4% 12,045 $1.5M
Wealthstar Advisors, LLC 0.89% Add +128.5% 12,539 $1.5M
Mainstay Capital Management LLC 0.11% Reduce -0.6% 12,527 $1.5M
GeoWealth Management, LLC 0.05% Reduce -44.1% 12,522 $1.5M
Park National Corp. 0.04% Reduce -2.5% 12,438 $1.5M
Williamson Legacy Group, LLC 1.10% Add +14.9% 12,408 $1.5M
Bfsg, LLC 0.14% Reduce -4.5% 12,365 $1.5M
Financial Plan, Inc. 0.16% No change 12,297 $1.5M
Leavell Investment Management, Inc. 0.06% Add +17.3% 12,200 $1.4M
Groupama Asset Managment 0.02% Add +35.8% 12,179 $1.4M
Columbia Asset Management 0.27% Reduce -10.5% 12,117 $1.4M
Courier Capital LLC 0.08% Add +0.6% 12,100 $1.4M
Stance Capital LLC 0.70% Add +2.6% 12,092 $1.4M
Snowden Capital Advisors LLC 0.04% Add +1.3% 12,017 $1.4M
Certuity, LLC 0.09% Add +10.9% 12,003 $1.4M
Smith Group Asset Management, LLC 0.07% Add +33.2% 11,989 $1.4M
First National Trust Co 0.05% Reduce -0.8% 11,915 $1.4M
Westco Advisory Services Inc. 0.91% Reduce -1.5% 11,866 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +33.9% 11,863 $1.4M
Western Wealth Management, LLC 0.05% Add +9.3% 11,861 $1.4M
1834 Investment Advisors Co. 0.18% No change 11,844 $1.4M
Schulhoff & Co. Inc. 0.58% Add +0.0% 11,835 $1.4M
Aspire Private Capital, LLC 0.32% Reduce -28.9% 11,831 $1.4M
Tobam 0.36% Add +33.5% 11,775 $1.4M
Unique Wealth Strategies, LLC 0.57% Reduce -1.7% 11,756 $1.4M
Fidelis Capital Partners, LLC 0.10% Add +0.5% 11,689 $1.4M
Allegheny Financial Group 0.19% No change 11,665 $1.4M
Stephens Inc. 0.02% Add +0.7% 11,614 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.06% No change 11,960 $1.4M
Flputnam Investment Management Co. 0.02% Reduce -1.7% 11,599 $1.4M
Ellevest, Inc. 0.19% Add +2.5% 11,517 $1.4M
Catalyst Funds Management Pty Ltd 0.23% Add +155.6% 11,502 $1.4M
Goodwin Investment Advisory 1.60% No change 11,344 $1.3M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -1.3% 11,317 $1.3M
Pekin Hardy Strauss, Inc. 0.14% Reduce -9.3% 11,301 $1.3M
Crux Wealth Advisors 0.51% Reduce -6.5% 11,291 $1.3M
Guggenheim Capital LLC 0.01% Reduce -22.7% 11,283 $1.3M
Fruth Investment Management 0.33% Reduce -0.5% 11,250 $1.3M
DRW Securities, LLC 0.07% Add +45.0% 11,254 $1.3M
Hillsdale Investment Management Inc. 0.04% Add +17.9% 11,200 $1.3M
Fortress Private Ledger, LLC 0.42% Add +12.3% 11,182 $1.3M
ABN AMRO Bank N.V. 0.01% Add +51.6% 11,410 $1.3M
Pettee Investors, Inc. 0.68% No change 9,852 $1.3M
Penserra Capital Management LLC 0.02% Add +179.9% 11,088 $1.3M
Stableford Capital II LLC 0.48% Add +0.5% 10,961 $1.3M
Ausdal Financial Partners, Inc. 0.06% Reduce -6.1% 10,953 $1.3M
Huntington National Bank 0.01% Reduce -11.1% 10,932 $1.3M
Whitener Capital Management, Inc. 0.29% Reduce -1.7% 10,870 $1.3M
Capstone Investment Advisors, LLC 0.01% New 10,748 $1.3M
William B. Walkup & Associates, Inc. 0.76% Add +1.1% 15,149 $1.3M
Tema ETFs LLC 0.08% Add +0.5% 10,638 $1.3M
Shufro Rose & Co. LLC 0.09% Reduce -7.0% 10,555 $1.3M
Hunter Associates Investment Management LLC 0.17% Reduce -6.0% 10,570 $1.2M
Chicago Partners Investment Group LLC 0.03% Add +23.6% 9,155 $1.2M
Keystone Financial Services 0.36% Reduce -2.0% 10,438 $1.2M
NBT Bank, N.A. 0.08% Add +0.6% 10,402 $1.2M
Aspen Investment Management Inc 0.38% Reduce -0.8% 10,397 $1.2M
Horizon Kinetics Asset Management LLC 0.01% Reduce -13.1% 10,308 $1.2M
Pallas Capital Advisors LLC 0.05% Add +1.1% 10,240 $1.2M
Yoffe Investment Management, LLC 1.55% No change 10,200 $1.2M
Magnolia Capital Management Ltd. 0.81% Add +281.6% 10,139 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -1.2% 10,117 $1.2M
Commonwealth Retirement Investments LLC 0.37% Reduce -4.5% 10,103 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -5.4% 10,070 $1.2M
Arete Wealth Advisors, LLC 0.09% New 10,056 $1.2M
Heritage Wealth Management, Inc. 0.59% No change 10,000 $1.2M
HF Advisory Group, LLC 0.40% Reduce -3.8% 9,963 $1.2M
Vaughan David Investments LLC 0.02% No change 9,906 $1.2M
Baader Bank Aktiengesellschaft 0.12% Add +56.3% 9,882 $1.2M
D.A. Davidson & Co. 0.01% Reduce -3.2% 9,839 $1.2M
AMG National Trust Bank 0.03% Add +85.7% 9,810 $1.2M
CX Institutional 0.04% Add +2.4% 9,798 $1.2M
Alliance Wealth Advisors, LLC 0.55% Reduce -17.8% 9,732 $1.2M
T. Rowe Price Investment Management, Inc. 0.00% Add +6742.3% 9,716 $1.2M
Sagespring Wealth Partners, LLC 0.02% Add +9.0% 9,715 $1.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.17% Reduce -22.4% 9,700 $1.2M
Legacy Wealth Asset Management, LLC 0.28% Reduce -1.6% 9,697 $1.2M
Havemeyer Place LP 0.13% Reduce -38.0% 9,657 $1.1M
VestGen Investment Management 0.63% Reduce -1.7% 9,619 $1.1M
Realta Investment Advisors 0.39% Add +7.0% 9,594 $1.1M
Geneos Wealth Management Inc. 0.03% Reduce -2.6% 9,574 $1.1M
Foundations Investment Advisors, LLC 0.01% Add +11.0% 9,483 $1.1M
Moody National Bank Trust Division 0.11% Add +6.0% 9,470 $1.1M
McGlone Suttner Wealth Management, Inc. 0.15% Add +5.6% 9,460 $1.1M
Transamerica Financial Advisors, LLC 0.10% Add +8.2% 9,418 $1.1M
Woodward Diversified Capital, LLC 0.51% Add +1.9% 8,252 $1.1M
Frec Markets, Inc. 0.19% Add +116.6% 9,350 $1.1M
Gilbert & Cook, Inc. 0.14% Add +0.8% 9,283 $1.1M
Fort Washington Investment Advisors Inc. 0.01% Add +1.8% 9,277 $1.1M
Mather Group, Llc. 0.01% Add +0.4% 9,269 $1.1M
Forum Financial Management, LP 0.02% Reduce -58.5% 9,237 $1.1M
Sowell Financial Services LLC 0.04% Add +9.4% 9,236 $1.1M
Aptus Capital Advisors, LLC 0.01% Reduce -23.4% 9,192 $1.1M
Loudon Investment Management, LLC 0.59% No change 9,177 $1.1M
BSW Wealth Partners 0.13% Add +2.7% 9,164 $1.1M
Rexford Capital Inc. 0.77% No change 9,075 $1.1M
GC Wealth Management RIA, LLC 0.04% Add +8.3% 9,016 $1.1M
Wedmont Private Capital 0.03% Add +4.5% 8,358 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -4.2% 8,998 $1.1M
Founders Financial Securities LLC 0.06% Add +2.3% 8,270 $1.1M
Verdad Advisers, LP 1.20% Reduce -39.4% 8,951 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +13.6% 8,910 $1.1M
Kathmere Capital Management, LLC 0.07% Add +6.5% 8,887 $1.1M
LVW Advisors, LLC 0.10% Add +12.9% 8,887 $1.1M
Tradewinds, LLC. 0.34% Add +1.7% 7,844 $1.0M
Almanack Investment Partners, LLC. 0.18% Add +0.5% 8,834 $1.0M
Diversify Wealth Management, LLC 0.02% New 7,918 $1.0M
Banque de Luxembourg S.A. 0.54% No change 8,817 $1.0M
Strategy Asset Managers LLC 0.17% Add +0.1% 8,781 $1.0M
Lountzis Asset Management, LLC 0.38% No change 8,749 $1.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% No change 8,747 $1.0M
Tectonic Advisors LLC 0.05% Reduce -7.0% 8,724 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.11% No change 8,694 $1.0M
Fiduciary Trust Co 0.01% Reduce -1.0% 8,675 $1.0M
Perigon Wealth Management, LLC 0.02% Reduce -2.1% 8,664 $1.0M
Curbstone Financial Management Corp 0.20% Reduce -1.1% 8,650 $1.0M
Inscription Capital, LLC 0.11% Add +2.5% 8,640 $1.0M
Peoples Bank 1.03% Reduce -0.2% 8,635 $1.0M
Sunbelt Securities, Inc. 0.06% Add +0.0% 8,633 $1.0M
Crawford Investment Counsel Inc. 0.02% Reduce -0.1% 8,619 $1.0M
Daymark Wealth Partners, LLC 0.03% Add +102.8% 8,587 $1.0M
USA Financial Formulas 0.19% Add +14.2% 8,565 $1.0M
Wealth Quarterback LLC 0.40% Add +2.6% 8,532 $1.0M
WFA of San Diego, LLC 0.81% No change 8,525 $1.0M
Qtron Investments LLC 0.14% No change 8,493 $1.0M
Summit Financial Strategies, Inc. 0.08% No change 8,478 $1.0M
EP Wealth Advisors, LLC 0.00% Reduce -10.0% 8,474 $1.0M
TCV Trust & Wealth Management, Inc. 0.08% Reduce -2.6% 8,457 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +1.3% 8,453 $1.0M
Round Rock Advisors LLC 0.15% Reduce -10.6% 8,413 $998K
Manchester Capital Management LLC 0.14% Add +7.7% 8,412 $998K
Smartleaf Asset Management LLC 0.04% Add +4.5% 8,572 $987K
HM Payson & Co. 0.01% Reduce -4.2% 8,310 $986K
Themes Management Co LLC 0.61% Reduce -3.8% 8,278 $982K
CENTRAL TRUST Co 0.02% Add +32.8% 8,276 $982K
Harbor Investment Advisory, LLC 0.08% Reduce -1.4% 8,265 $980K
Versant Capital Management, Inc 0.10% Add +26.4% 8,212 $974K
HUB Investment Partners, LLC 0.02% Add +39.4% 8,180 $970K
Summit Global Investments 0.06% Reduce -35.5% 8,177 $970K
Jeppson Wealth Management, LLC 0.30% Reduce -3.2% 8,175 $970K
Apella Capital, LLC 0.01% Add +52.0% 7,142 $965K
Outlook Wealth Advisors, LLC 0.23% Reduce -5.5% 8,093 $960K
Trust Asset Management LLC 0.07% No change 8,073 $958K
Checchi Capital Advisers, LLC 0.07% Add +11.9% 8,063 $957K
Meriwether Wealth & Planning, LLC 0.52% Reduce -26.0% 8,059 $956K
Nations Financial Group Inc, /Ia/ 0.05% Add +2.4% 7,996 $949K
New Wave Wealth Advisors LLC 0.33% Add +1.8% 7,975 $946K
Caldwell Sutter Capital, Inc. 0.38% No change 7,943 $942K
Raleigh Capital Management Inc. 0.32% Reduce -14.7% 7,927 $940K
Builder Investment Group Inc. 0.20% No change 7,911 $938K
Savvy Advisors, Inc. 0.03% Add +22.2% 7,900 $937K
Canandaigua National Corp. 0.08% — 7,886 $936K
Stiles Financial Services Inc 0.29% Add +42.4% 7,878 $935K
Hendershot Investments Inc. 0.13% No change 7,874 $934K
Farmers National Bank 0.21% No change 7,848 $931K
EverSource Wealth Advisors, LLC 0.03% Add +38.4% 7,837 $930K
LGT Fund Management Co Ltd. 0.04% Reduce -53.6% 7,793 $924K
Harvest Fund Management Co., Ltd 0.04% No change 7,785 $923K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -4.2% 7,738 $918K
Atlantic Union Bankshares Corp 0.02% Add +3.4% 7,707 $914K
Beck Mack & Oliver LLC 0.02% Reduce -68.2% 7,705 $914K
ING Groep NV 0.01% Add +5.6% 7,659 $909K
Congress Asset Management Co. 0.01% No change 7,632 $905K
SkyView Investment Advisors, LLC 0.12% Reduce -22.9% 7,612 $903K
Employees Retirement System of Texas 0.01% No change 7,615 $903K
Chilton Capital Management LLC 0.03% No change 7,561 $897K
Exchange Bank 0.62% No change 7,555 $896K
Radnor Capital Management, LLC 0.13% Reduce -2.5% 7,535 $894K
Lanark Financial, Inc. 0.07% Reduce -16.0% 7,506 $890K
Board of the Pension Protection Fund 0.82% Add +1775.0% 7,500 $890K
Bill Few Associates, Inc. 0.21% Add +20.1% 7,443 $883K
Silverlake Wealth Management LLC 0.18% Reduce -4.4% 7,361 $873K
Stanley-Laman Group, Ltd. 0.11% Add +16.6% 7,361 $873K
Lionshead Wealth Management, LLC 0.64% Add +0.0% 7,312 $867K
Collaborative Fund Advisors, LLC 0.53% — 7,274 $863K
Redmond Asset Management, LLC 0.23% Reduce -2.2% 7,257 $861K
ZEGA Investments, LLC 0.16% Reduce -28.8% 7,216 $856K
Signet Financial Management, LLC 0.10% Reduce -3.3% 7,205 $855K
Trivium Point Advisory, LLC 0.15% Add +3.3% 7,190 $853K
Townsquare Capital LLC 0.19% Add +2.6% 7,176 $851K
Cornell Pochily Investment Advisors, Inc. 0.25% Add +32.5% 7,170 $851K
KG Capital Management 0.61% Add +7.0% 7,164 $850K
Avior Wealth Management, LLC 0.02% Add +19.9% 7,160 $849K
GTS Securities LLC 0.03% Reduce -31.4% 7,147 $848K
Red Door Wealth Management, LLC 0.09% Add +27.0% 7,134 $846K
Oxford Financial Group, LTD. LLC 0.05% Reduce -0.3% 7,114 $844K
Private Trust Co. NA 0.08% Reduce -10.6% 7,097 $842K
Tower Research Capital LLC (TRC) 0.02% Reduce -62.9% 7,076 $839K
RKL Wealth Management LLC 0.08% Reduce -1.9% 7,073 $839K
Shulman DeMeo Asset Management LLC 0.18% Add +0.2% 7,064 $838K
KMG Fiduciary Partners, LLC 0.06% No change 7,056 $837K
Profund Advisors LLC 0.03% Reduce -19.9% 7,035 $835K
Keystone Financial Group 0.06% Reduce -1.6% 6,977 $832K
Brown, Lisle/Cummings, Inc. 0.21% No change 7,000 $830K
Advisors Capital Management, LLC 0.01% Reduce -4.8% 6,979 $828K
WINTON GROUP Ltd 0.03% New 6,979 $828K
Apeiron RIA LLC 0.19% Add +48.7% 6,907 $819K
Formidable Asset Management, LLC 0.13% Reduce -20.2% 6,998 $812K
First Foundation Advisors 0.03% Add +1.4% 6,838 $811K
Kenora Financial, LLC 0.28% Add +9.3% 6,812 $808K
Basepoint Wealth LLC 0.46% Reduce -1.5% 6,807 $808K
Fisher Asset Management 0.00% Reduce -28.3% 6,784 $805K
Simplicity Wealth,LLC 0.05% Add +2.3% 6,784 $805K
Great Lakes Retirement, Inc. 0.08% Reduce -7.7% 6,731 $799K
Twin City Private Wealth, LLC 0.60% Reduce -22.9% 6,701 $795K
Argent Capital Management LLC 0.03% No change 6,700 $795K
Catalyst Capital Advisors LLC 0.01% Reduce -0.5% 6,700 $795K
Sapient Capital LLC 0.01% Add +22.8% 6,681 $793K
MorganRosel Wealth Management, LLC 0.31% New 6,678 $792K
Sompo Asset Management Co., Ltd. 0.14% Reduce -10.9% 6,640 $788K
Kovack Advisors, Inc. 0.04% Reduce -14.1% 6,516 $786K
Centaurus Financial, Inc. 0.04% Reduce -0.2% 6,629 $786K
Cove Private Wealth, LLC 0.18% No change 6,618 $785K
Cigna Investments Inc. 0.12% Reduce -3.5% 6,622 $785K
Benin Management CORP 0.18% Reduce -1.5% 6,615 $785K
denkapparat Operations GmbH 0.32% Reduce -13.2% 6,608 $784K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.0% 6,602 $783K
Clearstead Advisors, LLC 0.01% Reduce -22.4% 6,567 $779K
S-Bank Fund Management Ltd 0.12% Reduce -3.6% 6,540 $776K
Mondrian Investment Partners LTD 0.01% Reduce -84.3% 6,515 $773K
Frisch Financial Group, Inc. 0.16% Add +0.0% 6,433 $763K
Hayek Kallen Investment Management 0.25% New 6,429 $763K
Williams Jones Wealth Management, LLC. 0.01% No change 6,305 $748K
Drucker Wealth 3.0, LLC 0.13% Add +0.3% 6,285 $746K
Kane Investment Management, Inc. 0.38% Reduce -3.1% 6,213 $737K
Thompson Siegel & Walmsley LLC 0.01% No change 6,167 $732K
Argus Investors' Counsel, Inc. 0.65% Reduce -10.9% 6,151 $730K
First National Bank & Trust Co. of Newtown 0.16% No change 6,137 $728K
Elyxium Wealth, LLC 0.23% Reduce -17.8% 6,111 $725K
Resonant Capital Advisors, LLC 0.04% Add +4.8% 6,071 $720K
Warner Financial, Inc. 0.25% No change 6,033 $716K
IFG Advisors, LLC 0.12% No change 5,999 $712K
Inceptionr LLC 0.17% Add +5.3% 5,994 $711K
Focused Alpha, LLC 0.22% Reduce -0.1% 5,970 $708K
Massachusetts Financial Services Co. 0.00% Add +19.7% 5,966 $708K
S&T Bank 0.26% No change 5,950 $706K
Mairs & Power Inc. 0.01% No change 5,888 $698K
Piedmont Capital Management, LLC 0.47% No change 5,882 $698K
Gilbert Capital Group, Inc. 0.53% No change 5,795 $687K
Westfuller Advisors, LLC 0.30% Add +0.3% 5,783 $686K
Koshinski Asset Management, Inc. 0.04% Reduce -4.9% 5,760 $683K
Northstar Group, Inc. 0.10% Add +0.3% 5,749 $682K
New Age Alpha Advisors, LLC 0.03% Add +13.7% 5,747 $682K
Crestwood Advisors Group, LLC 0.01% Add +17.1% 5,742 $681K
Fairfield, Bush & Co. 0.38% No change 5,727 $679K
Providence First Trust Co 0.24% New 5,711 $677K
Evolve Private Wealth, LLC 0.04% Add +40.9% 5,689 $675K
Summit Financial Wealth Advisors, LLC 0.10% Add +1.2% 5,682 $674K
Mezzasalma Advisors, LLC 0.17% Add +9.9% 5,672 $673K
Altfest L J & Co. Inc. 0.07% Reduce -0.4% 5,657 $671K
Parallax Volatility Advisers, L.P. 0.04% Add +102.0% 4,866 $671K
TD Private Client Wealth LLC 0.01% Add +5.3% 5,646 $670K
Stratos Investment Management, LLC 0.03% Add +2.5% 5,641 $669K
Sax Wealth Advisors, LLC 0.03% Reduce -2.5% 5,738 $666K
GenTrust, LLC 0.03% Add +0.7% 5,564 $660K
MFA Wealth Services 0.44% Add +0.7% 5,550 $658K
Philadelphia Trust Co. 0.05% No change 5,500 $652K
Larson Financial Group LLC 0.02% Add +24.2% 5,494 $652K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.49% No change 4,915 $649K
Fortis Group Advisors, LLC 0.11% No change 5,455 $647K
Cidel Asset Management Inc. 0.04% Add +14.7% 5,428 $644K
Firestone Capital Management 0.13% No change 5,413 $642K
Alteri Wealth LLC 0.21% Add +3.4% 5,406 $641K
North Capital, Inc. 0.54% New 5,395 $640K
Addison Capital Co 0.11% Add +13.8% 5,394 $640K
Money Concepts Capital Corp. 0.04% Reduce -6.3% 5,386 $639K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 5,384 $639K
Turtle Creek Wealth Advisors, LLC 0.05% Add +5.0% 5,382 $638K
Angeles Wealth Management, LLC 0.03% Add +20.5% 5,372 $637K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.4% 5,363 $636K
IVC Wealth Advisors LLC 0.28% Reduce -5.6% 5,342 $634K
Evercore Wealth Management, LLC 0.01% No change 5,313 $630K
Verdence Capital Advisors LLC 0.04% Reduce -67.8% 5,305 $629K
Baker Ellis Asset Management LLC 0.07% No change 5,299 $629K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -6.3% 5,283 $627K
Fortitude Advisory Group L.L.C. 0.28% No change 5,280 $626K
Van Strum & Towne Inc. 0.18% No change 5,277 $626K
SPWM Advisors LLC 0.54% Reduce -17.0% 4,670 $623K
Avise Financial Cooperative, Inc. 0.52% Reduce -3.7% 5,231 $621K
Rothschild Capital Partners, LLC 0.15% New 5,228 $620K
NorthCrest Asset Manangement, LLC 0.02% Reduce -14.7% 5,053 $617K
Oppenheimer Asset Management Inc. 0.01% New 5,191 $616K
Rogco, LP 0.20% Reduce -9.0% 5,153 $611K
Wellington-Altus USA Inc. 0.36% Add +6.6% 4,213 $609K
Secure Asset Management, LLC 0.10% New 5,119 $607K
Avestar Capital, LLC 0.04% Add +4.6% 5,116 $607K
IFP Advisors, Inc 0.01% Add +31.7% 5,077 $602K
Valeo Financial Advisors, LLC 0.01% Reduce -33.6% 5,075 $602K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Reduce -5.3% 5,074 $602K
Sigma Planning Corp 0.02% Add +31.8% 5,070 $601K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 5,051 $599K
Modera Wealth Management, LLC 0.01% Add +0.0% 5,042 $598K
Studio Investment Management LLC 0.11% Reduce -1.7% 5,038 $598K
Van Diest Capital, LLC 0.47% Add +181.6% 5,032 $597K
First Nebraska Trust Co 0.06% Reduce -0.5% 5,025 $596K
Trust Point Inc. 0.05% Reduce -0.3% 5,021 $596K
Sovran Advisors, LLC 0.05% Reduce -42.9% 4,415 $593K
Sicart Associates LLC 0.15% No change 5,000 $593K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.8% 4,999 $593K
Gsa Capital Partners LLP 0.04% Add +156.6% 5,002 $593K
Legacy Capital Group California, Inc. 0.23% Reduce -30.9% 4,997 $593K
Kera Capital Partners, Inc. 0.07% Add +8.9% 4,983 $591K
Invariant Investment Management 0.36% Add +0.5% 4,598 $591K
1832 Asset Management L.P. 0.00% New 4,978 $591K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -0.3% 4,931 $585K
Alhambra Investment Management LLC 0.27% Reduce -4.2% 4,910 $582K
Baker Avenue Asset Management, LP 0.01% Add +18.8% 4,893 $580K
Bar Harbor Wealth Management 0.03% No change 4,891 $580K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -18.8% 4,887 $580K
Essential Partners LLC 0.19% No change 4,858 $576K
Next Level Private LLC 0.13% Reduce -0.1% 4,847 $575K
Ironwood Investment Management LLC 0.24% No change 4,847 $575K
Rehmann Capital Advisory Group 0.03% Reduce -7.2% 4,824 $572K
JFS Wealth Advisors, LLC 0.03% Add +2.6% 4,807 $570K
Midwest Trust Co 0.01% Reduce -4.5% 4,781 $567K
Northwest Bancshares, Inc. 0.11% No change 4,780 $567K
Wharton Business Group, LLC 0.02% No change 4,780 $567K
Catalina Capital Group, LLC 0.35% Reduce -0.1% 4,745 $563K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 4,742 $563K
Wellington Shields & Co., LLC 0.14% No change 4,740 $562K
Curi Capital, LLC 0.01% Add +28.4% 4,735 $562K
Bahl & Gaynor LLC 0.00% No change 4,727 $561K
Supplemental Annuity Collective Trust of NJ 0.16% New 4,722 $560K
Polymer Capital Management (US) LLC 0.08% Reduce -36.8% 4,722 $560K
Quent Capital, LLC 0.04% Add +1.0% 4,697 $557K
Personal Cfo Solutions, LLC 0.08% Add +3.9% 4,669 $554K
Hilltop Holdings Inc. 0.05% Add +6.3% 4,609 $547K
AdviceOne Advisory Services, LLC 0.33% No change 4,606 $546K
Martin Capital Advisors, LLP 0.34% No change 4,605 $546K
PFG Investments, LLC 0.03% Reduce -2.4% 4,547 $539K
Clear Creek Financial Management, LLC 0.04% Add +9.7% 4,526 $537K
Claro Advisors Inc. 0.06% Add +3.1% 4,521 $536K
Intrepid Capital Management Inc. 0.25% No change 4,518 $536K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.8% 4,514 $535K
Berkshire Asset Management LLC 0.02% Add +25.2% 4,506 $535K
Sepio Capital, LP 0.03% Reduce -1.9% 4,482 $532K
Oslo Pensjonsforsikring AS 0.08% — 4,444 $527K
Journey Strategic Wealth LLC 0.01% Add +59.2% 4,438 $526K
Bruce G. Allen Investments, LLC 0.34% Reduce -3.1% 4,430 $526K
Advyzon Investment Management, LLC 0.05% Add +46.7% 4,418 $524K
Silver Oak Securities, Incorporated 0.04% Add +5.6% 4,415 $524K
Evoke Wealth, LLC 0.01% Reduce -4.0% 4,405 $523K
Beirne Wealth Consulting Services, LLC 0.15% No change 4,405 $523K
Capital Analysts, LLC 0.01% Add +4.0% 4,388 $521K
O'Brien Greene & Co. Inc 0.15% No change 4,391 $521K
Mechanics Financial Corp 0.22% No change 4,368 $518K
Freestone Capital Holdings, LLC 0.02% Reduce -2.2% 4,363 $518K
Strategic Advisors LLC 0.09% Add +0.1% 4,361 $517K
Portfolio Design Labs, LLC 0.09% Add +84.7% 4,359 $517K
Tradewinds Capital Management, LLC 0.10% No change 4,339 $515K
Hofer & Associates. Inc 0.28% Add +0.1% 4,336 $514K
Clark Financial Services Group Inc. 0.28% Add +4.7% 4,272 $507K
Ritter Daniher Financial Advisory LLC / DE 0.09% Reduce -3.5% 4,257 $505K
Drive Wealth Management, LLC 0.11% Reduce -6.1% 4,247 $504K
Optas, LLC 0.08% Add +15.5% 4,235 $502K
Councilor Wealth, LLC 0.24% Reduce -5.7% 4,230 $502K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,225 $501K
Abel Hall, LLC 0.11% Reduce -3.3% 4,222 $501K
Fiduciary Group, LLC 0.04% Reduce -0.8% 4,222 $501K
Rothschild Wealth LLC 0.05% Add +2.7% 4,215 $500K
DiNuzzo Private Wealth, Inc. 0.05% Add +0.1% 4,209 $499K
Burns Matteson Capital Management, LLC 0.19% Reduce -1.0% 4,208 $499K
Dumont & Blake Investment Advisors LLC 0.12% Reduce -1.1% 4,188 $497K
M.E. Allison & Co., Inc. 0.33% No change 4,185 $496K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -58.0% 4,297 $495K
Wilson & Boucher Capital Management, LLC 0.33% No change 4,165 $494K
1900 Wealth Management LLC 0.03% Add +3.3% 4,156 $493K
Optimize Financial Inc. 0.24% New 4,134 $490K
Aprio Wealth Management, LLC 0.03% Add +3.9% 4,125 $489K
Cyndeo Wealth Partners, LLC 0.03% Reduce -9.8% 4,123 $489K
Catalyst Financial Partners LLC 0.06% Add +7.5% 4,108 $487K
Nicolet Bankshares Inc. 0.02% New 4,025 $487K
AlphaGrep UK Ltd 0.14% Reduce -29.9% 4,081 $484K
Revisor Wealth Management LLC 0.13% Reduce -15.6% 4,058 $481K
Harbour Investments, Inc. 0.01% Add +93.0% 4,054 $481K
Jackson, Grant Investment Advisers, Inc. 0.16% No change 4,037 $479K
Virtue Capital Management, LLC 0.07% Add +7.3% 4,151 $478K
Clark Capital Management Group, Inc. 0.00% Add +3.2% 4,029 $478K
Rbo & Co. LLC 0.08% No change 4,000 $475K
Hickory Point Bank & Trust 0.31% Reduce -2.7% 3,997 $474K
Jackson Creek Investment Advisors LLC 0.14% Reduce -13.1% 3,977 $472K
Tributary Capital Management, LLC 0.05% Reduce -1.9% 3,975 $472K
BLB&B Advisors, LLC 0.02% Reduce -3.3% 3,973 $471K
PCM Encore, LLC 0.10% Add +14.6% 3,965 $470K
LGT Group Foundation 0.01% Add +0.2% 3,956 $469K
DGS Capital Management, LLC 0.08% Add +42.1% 3,948 $468K
C M Bidwell & Associates Ltd. 0.22% Reduce -0.6% 3,926 $466K
Barrett & Company, Inc. 0.16% No change 3,920 $465K
Stronghold Wealth Management L.L.C. 0.70% Reduce -0.3% 3,919 $465K
CFS Investment Advisory Services, LLC 0.03% Add +4.5% 3,441 $465K
Tranquilli Financial Advisor LLC 0.27% Reduce -21.6% 3,915 $464K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.5% 3,904 $463K
South Shore Capital Advisors 0.34% Reduce -38.6% 3,900 $463K
McMillan Office, Inc. 0.06% No change 3,900 $463K
Perpetual Ltd 0.01% Add +32.0% 3,877 $460K
United Advisor Group, LLC 0.06% Reduce -1.5% 3,875 $460K
Boston Trust Walden Corp 0.00% No change 3,844 $456K
Haverford Trust Co 0.00% Add +21.8% 3,839 $455K
Werba Rubin Papier Wealth Management 0.06% New 3,816 $453K
Keyvantage Wealth, LLC 0.20% Reduce -0.4% 3,803 $451K
Norden Group LLC 0.04% Add +9.3% 3,798 $451K
Abundance Wealth Counselors 0.06% Add +28.1% 3,783 $449K
Signature Estate & Investment Advisors LLC 0.01% Add +43.6% 3,780 $448K
Waddell & Associates, LLC 0.03% Add +2.7% 3,770 $447K
Sage Investment Advisers LLC 0.33% Add +0.3% 3,687 $446K
Legacy Financial Advisors, Inc. 0.06% Reduce -8.9% 3,746 $444K
Quotient Wealth Partners, LLC 0.01% Add +3.6% 3,731 $443K
HBW Advisory Services LLC 0.05% Reduce -7.9% 3,731 $443K
Bridgewater Advisors Inc. 0.03% Reduce -2.2% 3,695 $442K
KCM Investment Advisors LLC 0.01% Add +11.2% 3,709 $440K
Welch Capital Partners LLC 0.10% No change 3,701 $439K
Meyer Handelman Co. 0.01% No change 3,696 $438K
L2 Asset Management, LLC 0.04% Add +3.4% 3,696 $438K
Richard W. Paul & Associates, LLC 0.15% Reduce -24.8% 3,696 $438K
Krilogy Financial LLC 0.01% Reduce -4.9% 3,251 $438K
Troutman Wealth Management, LLC 0.37% Add +0.4% 3,694 $438K
Peddock Capital Advisors, LLC 0.10% No change 3,690 $438K
Bull Harbor Capital LLC 0.12% — 3,685 $437K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +3.6% 3,682 $437K
Ethos Financial Group, LLC 0.03% Add +43.7% 3,675 $436K
Strategic Blueprint, LLC 0.03% Add +5.5% 3,666 $435K
Brendel Financial Advisors LLC 0.21% Reduce -2.3% 3,644 $432K
Leonteq Securities AG 0.03% Reduce -12.1% 3,635 $431K
Everhart Financial Group, Inc. 0.04% Add +19.0% 3,611 $428K
Templeton & Phillips Capital Management, LLC 0.35% No change 3,601 $427K
Tritonpoint Wealth, LLC 0.05% Reduce -1.0% 3,595 $426K
PDS Planning, Inc 0.03% Reduce -2.3% 3,588 $426K
Diversified Enterprises, LLC 0.02% Add +19.5% 3,580 $425K
International Assets Investment Management, LLC 0.03% Add +0.2% 13,420 $424K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.4% 3,571 $424K
Coastal Bridge Advisors, LLC 0.03% Add +11.7% 3,563 $423K
CI Investments Inc. 0.00% Reduce -7.9% 3,551 $421K
a16z Perennial Management, L.P. 0.04% No change 3,547 $421K
Laraway Financial Advisors Inc 0.29% Reduce -10.2% 3,526 $418K
Hudock, Inc. 0.06% No change 3,524 $418K
Klingenstein Fields & Co. LP 0.02% Reduce -77.8% 3,519 $417K
FDx Advisors, Inc. 0.13% Reduce -12.3% 3,510 $416K
Composition Wealth, LLC 0.01% Add +5.4% 3,501 $415K
Davis R M Inc. 0.01% Add +24.1% 3,471 $412K
Fragasso Financial Advisors Inc 0.02% Reduce -14.4% 3,315 $410K
Moneco Advisors, LLC 0.03% Reduce -0.1% 3,438 $408K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -0.3% 3,435 $407K
First National Bank of Mount Dora, Trust Investment Services 0.09% New 3,432 $407K
D.B. Root & Company, LLC 0.10% New 3,430 $407K
Mystic Asset Management, Inc. 0.09% No change 3,423 $406K
Keel Point, LLC 0.03% Add +2.4% 3,416 $405K
Heritage Trust Co 0.04% No change 3,414 $405K
SteelPeak Wealth, LLC 0.01% Reduce -1.0% 3,413 $405K
Syverson Strege & Co 0.10% Add +0.1% 3,410 $405K
Howard Capital Management Group, LLC 0.03% No change 3,387 $402K
Bright Futures Wealth Management, LLC. 0.27% Add +2.5% 3,381 $401K
Milestone Asset Management, LLC 0.07% Reduce -0.1% 3,374 $400K
Parcion Private Wealth LLC 0.02% Add +3.8% 3,370 $400K
Avidian Wealth Enterprises, LLC 0.01% Add +17.0% 3,363 $399K
Breakwater Capital Group 0.05% No change 3,346 $397K
JNBA Financial Advisors 0.03% Reduce -24.5% 3,341 $396K
Wealth Alliance, LLC 0.04% Reduce -1.2% 3,334 $396K
JMN Financial LLC 0.39% Add +32.1% 3,332 $395K
Severin Investments, LLC 0.34% Reduce -22.0% 3,308 $392K
Advus Financial Partners, LLC 0.10% No change 3,306 $392K
Sandbox Financial Partners, LLC 0.11% Reduce -0.1% 3,306 $392K
Columbus Macro, LLC 0.04% Reduce -3.9% 3,291 $390K
Tiemann Investment Advisors, LLC 0.15% Reduce -3.0% 3,285 $390K
Relyea Zuckerberg Hanson LLC 0.04% Add +1.5% 3,272 $388K
Petros Family Wealth, LLC 0.28% Reduce -25.6% 3,255 $386K
GM Advisory Group, LLC 0.01% Add +10.2% 3,254 $386K
Advisor OS, LLC 0.03% Reduce -6.2% 3,254 $386K
Groupe la Francaise 0.01% Reduce -2.9% 3,235 $384K
Montag A & Associates Inc. 0.02% Reduce -7.3% 3,232 $383K
111 Capital 0.09% New 3,231 $383K
Insigneo Advisory Services, LLC 0.03% Add +16.8% 3,230 $383K
Kennebec Savings Bank 0.34% No change 3,215 $381K
Essex Bank 0.08% Add +0.1% 3,215 $381K
Fairview Capital Investment Management, LLC 0.02% No change 3,214 $381K
Cornerstone Wealth Group, LLC 0.02% Add +13.9% 2,760 $381K
Level Four Advisory Services, LLC 0.01% Add +9.8% 3,203 $380K
Meridian Investment Counsel Inc. 0.09% No change 3,200 $380K
Rice Partnership, LLC 0.05% No change 3,200 $380K
One Wealth Advisors, LLC 0.05% Reduce -3.8% 3,200 $380K
Cedar Mountain Advisors, LLC 0.07% Add +8.2% 3,199 $379K
Calamos Wealth Management LLC 0.01% Add +0.4% 3,190 $378K
Mutual Advisors, LLC 0.01% Add +5.3% 3,183 $378K
HBK Sorce Advisory LLC 0.01% Add +8.2% 2,891 $377K
71 West Capital Partners 0.02% Add +23.5% 3,180 $377K
Ironwood Investment Counsel, LLC 0.05% Add +0.9% 3,174 $377K
Earned Wealth Advisors, LLC 0.03% Add +15.1% 3,170 $376K
AlTi Global, Inc. 0.01% Add +10.1% 3,159 $375K
Venturi Wealth Management, LLC 0.02% Add +16.3% 3,155 $374K
O'Keefe Stevens Advisory, Inc. 0.09% No change 3,154 $374K
Wealthcare Advisory Partners LLC 0.01% Add +1.9% 3,152 $374K
Balboa Wealth Partners 0.06% Reduce -24.5% 3,136 $372K
Marco Investment Management LLC 0.03% No change 3,127 $371K
Gilpin Wealth Management, LLC 0.29% Reduce -3.1% 3,123 $370K
Ignite Planners, LLC 0.06% Add +5.9% 3,108 $370K
Stablepoint Partners, LLC 0.06% Reduce -0.8% 3,123 $370K
Battery Global Advisors, LLC 0.20% Add +258.5% 3,112 $369K
Trinity Financial Advisors LLC 0.11% No change 3,111 $369K
Burke & Herbert Bank & Trust Co. 0.10% No change 3,092 $367K
Regatta Capital Group, LLC 0.06% Reduce -7.2% 3,082 $366K
BlackDiamond Wealth Management, LLC 0.17% Reduce -0.9% 3,056 $363K
Mirabella Financial Services LLP 0.04% New 3,052 $362K
St Germain D J Co. Inc. 0.01% No change 3,040 $361K
Bullock Wealth Management Group 0.18% No change 2,974 $360K
Bangor Savings Bank 0.03% No change 3,032 $360K
Oliver Luxxe Assets LLC 0.05% Add +0.3% 3,028 $359K
Everpar Advisors LLC 0.12% Add +19.3% 3,014 $358K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -0.7% 3,012 $357K
Roundview Capital LLC 0.02% Reduce -4.9% 3,009 $357K
Maia Wealth LLC 0.06% Reduce -1.5% 3,004 $356K
Pavaki Capital Management LLC 0.25% No change 3,000 $356K
Voleon Capital Management LP 0.01% New 2,998 $356K
Linscomb Wealth, Inc. 0.02% Reduce -7.6% 2,993 $355K
Caxton Associates LLP 0.01% Reduce -15.4% 2,978 $353K
North Star Investment Management Corp. 0.02% Add +0.8% 2,975 $353K
Busey Bank 0.01% Reduce -4.5% 2,974 $353K
Ledyard National Bank 0.03% Add +0.0% 2,957 $351K
Spinnaker Trust 0.02% Reduce -1.7% 2,957 $351K
Peck Wealth Management, LLC 0.35% No change 2,954 $350K
Wellington Shields Capital Management, LLC 0.05% Add +68.6% 2,950 $350K
Retirement Planning Group, LLC 0.01% Add +10.0% 2,950 $350K
Matisse Capital 0.15% No change 2,940 $349K
Pure Financial Advisors, LLC 0.01% Add +16.4% 2,934 $348K
Hengehold Capital Management LLC 0.03% No change 2,923 $347K
Parkside Financial Bank & Trust 0.03% Add +4.0% 2,917 $346K
Verity Asset Management, Inc. 0.14% No change 2,911 $345K
Wellspring Financial Advisors, LLC 0.03% Add +15.5% 2,911 $345K
PCB Capital LLC 0.54% Add +0.3% 2,908 $345K
Means Investment Co., Inc. 0.03% Add +0.1% 2,905 $345K
J. Team Financial, Inc. 0.39% Reduce -16.8% 2,897 $344K
CHICAGO TRUST Co NA 0.05% Reduce -0.2% 2,865 $340K
Brooktree Capital Management 0.27% No change 2,860 $339K
Anchyra Partners LLC 0.10% Add +6.3% 2,860 $339K
Stock Yards Bank & Trust Co. 0.01% Add +1.1% 2,857 $339K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 2,837 $337K
Integrated Advisors Network LLC 0.02% Reduce -21.1% 2,829 $336K
Southeast Asset Advisors, LLC 0.04% No change 2,824 $335K
Wescott Financial Advisory Group, LLC 0.03% Add +1.9% 2,819 $334K
Simon Quick Advisors, LLC 0.02% Reduce -19.6% 2,817 $334K
Trust Co. of Toledo NA 0.03% Add +17.2% 2,813 $334K
Boothbay Fund Management, LLC 0.01% New 2,806 $333K
Soltis Investment Advisors LLC 0.02% Add +17.2% 2,803 $333K
TD Capital Management LLC 0.03% Add +0.1% 2,801 $332K
Capital Investment Advisors, LLC 0.00% Reduce -0.8% 2,801 $332K
Cadent Capital Advisors, LLC 0.09% No change 2,800 $332K
D'Orazio & Associates, Inc. 0.04% Add +0.1% 2,785 $330K
Webster Bank, N. A. 0.03% No change 2,769 $328K
Chemistry Wealth Management LLC 0.06% No change 2,762 $328K
Stockman Wealth Management, Inc. 0.04% No change 2,750 $326K
TOWER TRUST & INVESTMENT Co 0.21% No change 2,739 $325K
Sage Capital Management, LLC 0.15% Reduce -6.0% 2,735 $325K
Fortune Financial Advisors, LLC 0.16% New 2,700 $320K
Virtus Advisers, LLC 0.15% Reduce -13.5% 2,698 $320K
Clear Wave Wealth Management LLC 0.08% — 2,687 $319K
Crews Bank & Trust 0.05% No change 2,683 $318K
Monument Capital Management 0.08% Add +0.2% 2,678 $318K
WealthPoint Financial, LLC 0.26% Add +46.0% 2,664 $316K
First Long Island Investors, LLC 0.03% No change 2,662 $316K
CSS LLC 0.05% Reduce -57.6% 2,650 $314K
Riversedge Advisors, LLC 0.05% Add +0.5% 2,646 $314K
Mirova 0.01% Add +7.4% 2,643 $314K
Macroview Investment Management LLC 0.22% Add +0.6% 2,641 $313K
E Fund Management Co., Ltd. 0.01% — 2,641 $313K
Smith, Moore & Co. 0.02% Reduce -2.1% 2,635 $313K
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -99.3% 2,632 $312K
DeDora Capital, Inc. 0.08% New 2,626 $312K
Alta Advisers Ltd 0.11% No change 2,624 $311K
Cassaday & Co Wealth Management LLC 0.01% Reduce -19.1% 2,621 $311K
Modern Wealth Management, LLC 0.01% Reduce -1.4% 2,564 $310K
Storgate, LLC 0.24% Reduce -12.3% 2,609 $310K
Pettyjohn, Wood & White, Inc. 0.05% No change 2,607 $309K
Fiduciary Financial Group, LLC 0.04% Reduce -1.4% 2,605 $309K
WoodTrust Financial Corp 0.04% No change 2,602 $309K
Zhang Financial LLC 0.01% Add +6.7% 2,598 $308K
Jackson Thornton Wealth Management, LLC 0.03% Add +8.0% 2,416 $308K
Chemung Canal Trust Co. 0.06% Reduce -4.6% 2,594 $308K
SYM FINANCIAL Corp 0.03% Add +12.2% 2,593 $308K
Wealth Management Strategies, Inc. 0.14% Add +0.5% 2,592 $307K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +84.9% 2,589 $307K
Gateway Wealth Partners, LLC 0.01% New 2,580 $306K
Wealth Management Associates, Inc. 0.11% No change 2,578 $306K
Alliance Wealth Management Group 0.07% No change 2,575 $305K
Towercrest Capital Management 0.05% No change 2,575 $305K
Revolve Wealth Partners, LLC 0.04% Add +5.9% 2,571 $305K
Waterloo Capital, L.P. 0.02% Reduce -17.0% 2,570 $305K
Bell Investment Advisors, Inc 0.05% Reduce -0.2% 2,555 $303K
Marble Harbor Investment Counsel, LLC 0.03% No change 2,550 $303K
American Money Management, LLC 0.05% Add +43.6% 2,549 $302K
Plancorp, LLC 0.01% Add +0.8% 2,368 $302K
Capital Asset Advisory Services LLC 0.01% Add +2.4% 2,231 $302K
Meadow Creek Wealth Advisors LLC 0.19% Add +0.3% 2,537 $301K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +114.5% 2,359 $301K
WealthShield Partners, LLC 0.03% Reduce -0.1% 2,531 $300K
Oberweis Asset Management Inc./ 0.01% Reduce -1.7% 2,510 $298K
Rockland Trust Co. 0.01% Reduce -6.3% 2,504 $297K
SmartHarvest Portfolios, LLC 0.12% Reduce -18.8% 2,498 $296K
Washington Trust Advisors, Inc. 0.02% Reduce -5.2% 2,472 $293K
SBI Securities Co., Ltd. 0.01% Reduce -1.3% 2,472 $293K
Arsenal Capital Advisors LLC 0.21% Add +0.8% 2,468 $293K
Novem Group 0.03% Reduce -27.1% 2,465 $292K
Laidlaw Wealth Management LLC 1.01% New 2,458 $292K
W Advisors, LLC 0.15% Reduce -0.3% 2,444 $290K
Cypress Wealth Services, LLC 0.04% Reduce -13.3% 2,438 $289K
Ameritas Advisory Services, LLC 0.01% Reduce -9.1% 2,436 $289K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.3% 2,439 $289K
Walleye Capital LLC 0.00% Reduce -90.2% 2,425 $288K
SlateStone Wealth, LLC 0.02% No change 2,422 $287K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.9% 2,406 $286K
Range Advisory, LLC 0.05% New 2,407 $286K
Howard Capital Management, LLC 0.00% Reduce -52.5% 2,403 $285K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% Reduce -98.3% 2,398 $284K
Blue Trust, Inc. 0.00% Reduce -57.0% 2,395 $284K
Moss Adams Wealth Advisors LLC 0.02% Add +14.3% 2,389 $283K
First Growth Capital LLC 0.26% No change 2,330 $282K
American Trust 0.02% New 2,371 $281K
Resources Management Corp. /CT/ 0.04% Add +4.9% 2,370 $281K
Noble Family Wealth, LLC 0.06% No change 2,365 $281K
Marshall & Sterling Wealth Advisors Inc. 0.18% Reduce -4.1% 2,365 $281K
2UniFi Bank 0.14% Add +13.3% 2,361 $280K
McAdam, LLC 0.01% Add +9.6% 2,359 $280K
TCI Wealth Advisors, Inc. 0.01% Add +0.0% 2,354 $279K
CRA Financial Services, LLC 0.04% Add +6.1% 2,341 $278K
Rialto Wealth Management, LLC 0.06% Add +3.4% 2,337 $277K
Bayforest Capital Ltd 0.31% Reduce -18.3% 2,335 $277K
PUREfi Wealth, LLC 0.18% Reduce -2.4% 2,321 $275K
Defiance ETFs, LLC 0.00% New 2,316 $275K
Thrive Wealth Management, LLC 0.04% Add +2.8% 2,313 $274K
LOM Asset Management Ltd 0.08% No change 2,310 $274K
Adelphi Trust Co 0.22% Reduce -3.8% 2,305 $273K
Eagle Bluffs Wealth Management LLC 0.11% No change 2,300 $273K
Grove Bank & Trust 0.03% Add +1.8% 2,283 $271K
Ridgecrest Wealth Partners, LLC 0.15% Reduce -1.7% 2,272 $270K
Henson-Edgewater Management, LLC 0.17% No change 2,268 $269K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Reduce -42.9% 2,265 $269K
Insight Inv LLC 0.15% Reduce -9.5% 2,261 $268K
Optivise Advisory Services LLC 0.16% Reduce -18.1% 2,260 $268K
Deseret Mutual Benefit Administrators 0.09% Add +72.7% 2,260 $268K
TRB Wealth Management, LLC 0.04% — 2,260 $268K
Root Financial Partners, LLC 0.01% Add +37.0% 2,255 $267K
AlphaCentric Advisors LLC 0.27% Reduce -20.6% 2,248 $267K
Destination Wealth Management 0.01% Add +5.5% 2,246 $266K
Stordahl Capital Management, Inc. 0.05% No change 2,245 $266K
SGL Investment Advisors, Inc. 0.10% No change 2,000 $265K
Cromwell Holdings LLC 0.15% No change 2,230 $265K
Up Strategic Wealth Investment Advisors LLC 0.17% New 2,022 $264K
Douglas Lane & Associates, LLC 0.00% Reduce -1.5% 2,226 $264K
Cambient Family Office, LLC 0.04% New 2,210 $262K
FSM Wealth Advisors, LLC 0.03% Add +5.7% 2,208 $262K
Fire Capital Management LLC 0.12% No change 2,200 $261K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.8% 2,193 $260K
Omnitrust Wealth Management, Inc 0.34% Reduce -20.2% 2,187 $259K
HORAN Wealth, LLC 0.02% Add +3.3% 2,185 $259K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.7% 2,182 $259K
Networth Advisors, LLC 0.18% No change 2,176 $258K
Csenge Advisory Group 0.01% Add +16.5% 2,164 $257K
Rosenberg Matthew Hamilton 0.05% No change 2,157 $256K
CVA Family Office, LLC 0.03% Add +29.8% 2,156 $256K
Braun-Bostich & Associates Inc. 0.16% Add +1.3% 2,155 $256K
Interchange Capital Partners, LLC 0.08% Reduce -32.5% 2,926 $255K
Hummer Financial Advisory Services Inc 0.18% No change 2,150 $255K
Rede Wealth, LLC 0.09% Add +0.1% 2,142 $254K
Clear Harbor Asset Management, LLC 0.02% Add +1.1% 2,140 $254K
REAP Financial Group, LLC 0.05% Add +31.2% 2,130 $253K
JGP Wealth Management, LLC 0.03% Add +0.1% 2,128 $252K
Barnes Wealth Management Group, Inc 0.13% Reduce -2.3% 2,127 $252K
Plimoth Trust Co. LLC 0.06% Reduce -1.2% 2,125 $252K
Beaton Management Co. Inc. 0.11% No change 2,125 $252K
Income Insurance Ltd 0.17% No change 2,117 $251K
Pennington Partners & Co., LLC 0.09% Add +0.4% 2,114 $251K
Fortis Capital Management LLC 0.03% Reduce -13.2% 2,106 $250K
Five Oceans Advisors 0.09% Reduce -0.1% 2,104 $250K
Dorato Capital Management 0.18% No change 1,950 $249K
Athena Investment Management 0.13% No change 2,100 $249K
DV Trading LLC 0.02% New 2,100 $249K
City State Bank 0.06% Reduce -0.8% 2,099 $249K
Sagewood Asset Management LP 0.08% New 2,086 $247K
CM Wealth Advisors LLC 0.05% New 2,081 $247K
Colonial Trust Co / SC 0.03% No change 2,076 $246K
Cooper Capital Advisors LLC 0.17% Add +0.1% 2,075 $246K
Platform Technology Partners 0.05% New 2,070 $246K
First Commonwealth Financial Corp 0.04% Reduce -0.3% 2,062 $245K
Independence Wealth Advisors, LLC 0.13% New 2,059 $244K
Magnus Financial Group LLC 0.02% Add +5.0% 2,056 $244K
Aviance Capital Partners, LLC 0.03% No change 2,053 $244K
Charter Oak Capital Management, LLC 0.02% Reduce -3.6% 2,051 $243K
Capital Investment Advisory Services, LLC 0.02% Add +5.4% 2,040 $242K
Arvest Bank Trust Division 0.01% Reduce -0.6% 2,039 $242K
Coppell Advisory Solutions LLC 0.14% New 2,097 $242K
Quantum Financial Advisors, LLC 0.03% Add +1.5% 2,034 $241K
Founders Financial Alliance, LLC 0.04% Add +0.1% 2,033 $241K
Lincoln Capital Corp. 0.09% Add +0.5% 2,029 $241K
JT Stratford LLC 0.03% Add +3.0% 2,026 $240K
Seven Mile Advisory 0.17% Reduce -39.4% 2,024 $240K
Independent Financial Group, LLC 0.01% Reduce -4.5% 2,020 $240K
Venture Visionary Partners LLC 0.01% No change 2,019 $240K
Perkins Coie Trust Co 0.05% No change 2,019 $240K
Kooman & Associates 0.07% No change 2,015 $239K
Vigilare Wealth Management 0.08% Reduce -31.1% 2,013 $239K
Advisortrust Partners, LLC 0.10% Add +12.7% 2,004 $238K
Santori & Peters, Inc. 0.07% No change 2,004 $238K
Ascentis Wealth Management, LLC 0.05% Add +26.5% 2,002 $237K
Vision Financial Markets LLC 0.23% No change 2,000 $237K
5th Street Advisors, LLC 0.10% Reduce -4.5% 2,000 $237K
Kidder Stephen W 0.07% No change 2,000 $237K
Cadinha & Co. LLC 0.04% No change 2,000 $237K
Bleichroeder LP 0.04% No change 2,000 $237K
Inspirion Wealth Advisors, LLC 0.03% No change 2,000 $237K
L. Roy Papp & Associates, LLP 0.03% No change 2,000 $237K
Capstone Wealth Management Group LLC 0.15% No change 1,995 $237K
Nwam LLC 0.01% Add +0.1% 1,985 $235K
Emissary Wealth LLC 0.22% Reduce -2.5% 1,978 $235K
Empower Advisory Group, LLC 0.00% New 1,971 $234K
BKM Wealth Management, LLC 0.09% Add +4.9% 1,970 $234K
Foster Group, Inc. 0.01% Add +8.3% 1,969 $234K
Belpointe Asset Management LLC 0.01% Reduce -7.0% 1,968 $234K
Newman Dignan & Sheerar, Inc. 0.05% No change 1,959 $232K
Leigh Baldwin & Co., LLC 0.15% New 1,952 $232K
CYBER HORNET ETFs LLC 0.15% Reduce -11.6% 1,914 $231K
KFA Private Wealth Group, LLC 0.06% Add +0.4% 1,947 $231K
Wayfinding Financial, LLC 0.10% Add +9.3% 1,941 $230K
OMNI 360 Wealth, Inc. 0.12% No change 1,936 $230K
Wilkins Miller Wealth Management, LLC 0.14% Add +0.4% 1,932 $229K
Titleist Asset Management, LLC 0.02% Reduce -12.5% 1,928 $229K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -5.7% 1,927 $229K
E&G Advisors, LLC 0.05% Add +0.5% 1,927 $229K
Investors Research Corp 0.04% Add +1.7% 1,926 $228K
Farmers & Merchants Investments Inc. 0.01% Reduce -62.5% 1,921 $228K
XML Financial, LLC 0.02% Reduce -7.0% 1,920 $228K
NCM Capital Management, LLC 0.08% No change 1,914 $227K
Greenspring Advisors, LLC 0.01% New 1,913 $227K
Detalus Advisors, LLC 0.05% Add +1.4% 1,905 $226K
Glen Eagle Advisors, LLC 0.03% No change 1,902 $226K
Denali Advisors LLC 0.03% No change 1,900 $225K
Hutchinson Capital Management 0.04% Reduce -1.3% 1,889 $224K
Woodside Wealth Management LLC 0.17% No change 1,887 $224K
Creekside Partners 0.09% No change 1,886 $224K
Norman Fields, Gottscho Capital Management, LLC 0.07% No change 1,886 $224K
Equitable Trust Co. 0.01% New 1,885 $224K
Marshall Financial Group, LLC 0.04% No change 1,867 $221K
Cetera Trust Company, N.A 0.12% Reduce -3.9% 1,855 $220K
Caerus Investment Advisors, LLC 0.09% Reduce -45.1% 1,853 $220K
Strategic Financial Services, Inc. 0.01% No change 1,842 $219K
Prestige Wealth Management Group LLC 0.04% No change 1,834 $218K
Tyche Wealth Partners LLC 0.03% Add +0.1% 1,825 $216K
City Holding Co. 0.03% Reduce -0.3% 1,823 $216K
Basecamp Wealth Advisors LLC 0.04% Reduce -3.8% 1,815 $215K
Roman Butler Fullerton & Co. 0.06% Reduce -1.3% 1,680 $215K
Landaas & Co. /Wi 0.05% No change 1,811 $215K
SOA Wealth Advisors, LLC. 0.04% Reduce -0.3% 7,785 $214K
Fell Capital Management 0.20% Reduce -26.5% 1,800 $214K
Evermay Wealth Management LLC 0.02% No change 1,797 $213K
Hall Laurie J Trustee 0.08% No change 1,795 $213K
McIlrath & Eck, LLC 0.02% No change 1,793 $213K
Cooper Financial Group 0.02% New 1,789 $212K
Grandfield & Dodd, LLC 0.01% No change 1,788 $212K
Quadcap Wealth Management, LLC 0.02% No change 1,773 $210K
Teza Capital Management LLC 0.77% Reduce -66.6% 1,768 $210K
Occidental Asset Management, LLC 0.02% Reduce -23.2% 1,765 $209K
Jacobi Capital Management LLC 0.01% Reduce -86.1% 1,764 $209K
Traphagen Investment Advisors LLC 0.02% New 1,749 $208K
Resolute Wealth Strategies, LLC 0.09% New 1,746 $207K
Investment Advisory Services Inc. /TX 0.07% Reduce -0.5% 1,743 $207K
Eastern Bank 0.00% Add +21.4% 1,737 $206K
Traveka Wealth, LLC 0.08% Add +0.5% 1,736 $206K
Rockline Wealth Management, LLC 0.04% Reduce -12.9% 1,731 $205K
Paragon Private Wealth Management, LLC 0.06% Reduce -2.0% 1,731 $205K
McCarter Private Wealth Services LLC 0.09% No change 1,725 $205K
Longboard Asset Management, LP 3.53% New 1,722 $204K
Greenfield Savings Bank 0.09% New 1,703 $202K
Carnegie Investment Counsel 0.00% New 1,702 $202K
Westhampton Capital, LLC 0.09% New 1,700 $202K
New England Research & Management, Inc. 0.09% New 1,700 $202K
Bourne Lent Asset Management Inc. 0.07% New 1,700 $202K
Kimelman & Baird, LLC 0.02% No change 1,700 $202K
Symmetry Partners, LLC 0.01% New 1,698 $201K
Old Mission Investment Co LLC 0.05% Reduce -10.1% 1,698 $201K
Facet Wealth, Inc. 0.00% New 1,694 $201K
Ancora Advisors LLC 0.00% Add +3.4% 1,659 $197K
Signature Resources Capital Management, LLC 0.09% Reduce -0.4% 1,651 $196K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% New 1,607 $191K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% No change 1,600 $190K
Merrithew & Thorsten Inc 0.17% No change 1,524 $180K
Spire Wealth Management 0.01% Reduce -15.6% 1,501 $178K
Measured Wealth Private Client Group, LLC 0.05% Reduce -4.1% 1,483 $176K
Signature Equity Partners, LLC 0.09% Reduce -2.6% 1,476 $175K
Tompkins Financial Corp. 0.01% No change 1,464 $174K
Triumph Capital Management 0.04% Add +2.4% 1,456 $173K
Prosperity Bancshares Inc 0.13% Reduce -39.2% 1,410 $167K
Zions Bancorporation, National Association 0.01% Reduce -37.7% 1,384 $164K
Rowlandmiller & Partners.adv 0.03% Reduce -17.9% 1,378 $163K
Addison Advisors LLC 0.04% Add +3.9% 1,364 $162K
Peoples Financial Services Corp. 0.07% No change 1,310 $155K
Oakworth Capital, Inc. 0.01% Reduce -1.3% 1,292 $153K
Cary Street Partners Investment Advisory LLC 0.04% Add +21.5% 1,267 $150K
Sarver Vrooman Wealth Advisors 0.09% Add +42.8% 1,244 $148K
Osterweis Capital Management Inc. 0.01% No change 1,199 $142K
Steigerwald, Gordon & Koch Inc. 0.01% Add +53.3% 1,150 $136K
Caldwell Trust Co 0.01% Add +3.3% 1,135 $135K
Owl Creek Wealth Partners LLC 0.05% — 1,123 $133K
Gables Capital Management Inc. 0.06% No change 1,100 $130K
Itau Unibanco Holding S.A. 0.00% New 1,065 $126K
Harbor Capital Advisors, Inc. 0.01% Reduce -22.8% 1,042 $124K
PFS Partners, LLC 0.06% No change 1,022 $121K
Bay Harbor Wealth Management, LLC 0.03% Reduce -25.1% 1,012 $120K
First Command Advisory Services, Inc. 0.00% Add +62.7% 1,002 $119K
CoreFirst Bank & Trust 0.06% No change 1,000 $119K
1620 Investment Advisors, Inc. 0.08% Reduce -7.2% 968 $115K
Kilter Group LLC 0.05% Add +699.2% 951 $113K
South Plains Financial, Inc. 0.07% Add +41.5% 948 $112K
Princeton Global Asset Management LLC 0.02% Add +0.1% 947 $112K
Pacific Center for Financial Services 0.03% No change 920 $109K
WPG Advisers, LLC 0.08% Add +11.3% 917 $109K
Clean Yield Group 0.03% Reduce -12.9% 916 $109K
Evelyn Partners Investment Management LLP 0.00% No change 915 $109K
Vision Retirement, LLC 0.03% Reduce -8.6% 911 $108K
Loomis Sayles & Co. L P 0.00% Add +0.4% 906 $107K
Axiom Investment Management LLC 0.08% — 900 $107K
Trust Co 0.01% Add +8.2% 874 $104K
True Wealth Design, LLC 0.03% Add +18.9% 873 $104K
First Community Trust NA 0.08% No change 866 $103K
University of Texas/Texas Am Investment Management Co. 0.01% No change 850 $101K
Nemes Rush Group LLC 0.01% Add +3.0% 837 $99K
MV Capital Management, Inc. 0.01% Reduce -62.0% 818 $97K
Vanguard National Trust Co 0.01% — 813 $96K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -14.7% 810 $96K
Twin Peaks Wealth Advisors, LLC 0.02% New 804 $95K
Salomon & Ludwin, LLC 0.01% No change 775 $95K
Keating Financial Advisory Services, Inc. 0.02% Reduce -18.0% 787 $93K
Hanson & Doremus Investment Management 0.01% Reduce -13.3% 788 $93K
Silvant Capital Management LLC 0.00% No change 774 $92K
Smallwood Wealth Investment Management, LLC 0.05% No change 770 $91K
Asset Dedication, LLC 0.01% No change 759 $90K
Bollard Group LLC 0.00% Add +0.3% 762 $90K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.07% No change 727 $86K
SHP Wealth Management 0.01% Add +15.4% 713 $85K
Cornerstone Financial Management LLC 0.08% Add +1.9% 704 $84K
TFC Financial Management, Inc. 0.01% No change 697 $83K
Aventura Private Wealth, LLC 0.03% No change 689 $82K
Valley Wealth Managers, Inc. 0.01% Add +126.7% 680 $81K
Fortitude Family Office, LLC 0.02% Add +8.4% 674 $80K
HHM Wealth Advisors, LLC 0.01% No change 670 $79K
Clearstead Trust, LLC 0.01% No change 661 $78K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 658 $78K
Cornerstone Planning Group LLC 0.01% Add +15.6% 586 $78K
Global Assets Advisory, LLC 0.02% New 633 $75K
Sittner & Nelson, LLC 0.03% No change 600 $71K
Private Wealth Asset Management, LLC 0.01% Reduce -0.8% 592 $70K
Quest 10 Wealth Builders, Inc. 0.06% Add +13.6% 577 $68K
Morse Asset Management, Inc 0.01% Add +4.9% 553 $66K
Consultiva Wealth Management, Corp. 0.19% No change 549 $65K
Vestor Capital, LLC 0.00% Reduce -96.8% 547 $65K
Rossby Financial, LCC 0.01% Add +23.1% 532 $64K
Phillip James Consulting Co. 0.05% Add +5.6% 525 $62K
Olistico Wealth, LLC 0.03% No change 500 $59K
Albion Financial Group 0.00% New 500 $59K
JPL Wealth Management, LLC 0.01% New 492 $58K
Wall Street Financial Group, Inc. 0.03% New 480 $57K
Ascentis Independent Advisors 0.00% New 468 $56K
Quaker Wealth Management, LLC 0.02% Add +0.9% 462 $55K
Gen-Wealth Partners Inc 0.02% Add +1.1% 455 $54K
Graney & King, LLC 0.03% No change 452 $54K
Dunhill Financial, LLC 0.01% Add +3.0% 447 $53K
Bank of New Hampshire 0.01% No change 443 $53K
Operose Advisors LLC 0.01% New 442 $52K
Community Bank, N.A. 0.01% No change 438 $52K
GW&K Investment Management, LLC 0.00% Add +6.4% 430 $51K
Destiny Wealth Partners, LLC 0.01% New 427 $51K
Millstone Evans Group, LLC 0.03% No change 420 $50K
Hartford Financial Management Inc. 0.01% Reduce -11.7% 416 $49K
Pflug Koory, LLC 0.02% No change 411 $49K
Horizon Financial Services, LLC 0.02% Add +115.3% 409 $49K
Adirondack Trust Co. 0.02% Reduce -32.8% 409 $49K
Godfrey Financial Associates, Inc. 0.04% Reduce -1.2% 408 $48K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $47K
Lavaca Capital LLC 0.01% No change 400 $47K
Wilkerson Advisory Group LLC 0.02% Add +46.9% 398 $47K
LRI Investments, LLC 0.00% Add +53.6% 387 $46K
NFSG Corp 0.01% Add +35.4% 386 $46K
Community Financial Services Group, LLC 0.01% New 377 $46K
Atlas Capital Advisors Inc. 0.01% No change 382 $45K
Opal Wealth Advisors, LLC 0.01% New 381 $45K
Richardson Financial Services Inc. 0.03% Add +111.7% 381 $45K
Orion Capital Management LLC 0.02% No change 380 $45K
Capital Advisors, Ltd. LLC 0.01% No change 382 $45K
Paladin Partners, LLC 0.03% No change 364 $43K
Evelyn Partners Investment Management Services Ltd 0.01% Reduce -20.5% 356 $42K
United Community Bank 0.01% No change 342 $41K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 340 $40K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -5.7% 332 $39K
Parvin Asset Management, LLC 0.03% No change 322 $38K
Global X Japan Co., Ltd. 0.00% New 315 $37K
Valued Wealth Advisors LLC 0.02% Add +17.2% 313 $37K
Covestor Ltd 0.02% Reduce -36.8% 288 $35K
Hazlett, Burt & Watson, Inc. 0.01% No change 298 $35K
IAG Wealth Partners, LLC 0.00% Add +184.5% 293 $35K
Manning & Napier Advisors LLC 0.00% Add +1096.0% 299 $34K
Wolff Wiese Magana LLC 0.02% No change 287 $34K
Westside Investment Management, Inc. 0.01% Reduce -37.2% 272 $33K
Pension & Wealth Management Advisors, Inc. 0.01% No change 279 $33K
Private Wealth Management Group, LLC 0.01% No change 279 $33K
BOK Financial Private Wealth, Inc. 0.00% No change 272 $32K
Crewe Advisors LLC 0.00% Add +72.6% 271 $32K
Heritage Wealth Advisors 0.00% No change 267 $32K
MCF Advisors LLC 0.00% Add +12.3% 265 $31K
Marquette Asset Management, LLC 0.00% No change 261 $31K
Raffa Wealth Management, LLC 0.00% Add +37.1% 255 $30K
Silicon Valley Capital Partners 0.00% Add +6.4% 250 $30K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 246 $29K
Kemnay Advisory Services Inc. 0.00% Reduce -41.4% 245 $29K
Retirement Wealth Solutions LLC 0.02% No change 244 $29K
MidFirst Bank 0.00% Add +26.6% 243 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 236 $28K
Dogwood Wealth Management LLC 0.01% Add +164.0% 235 $28K
Avion Wealth 0.01% Add +9.0% 231 $27K
N.E.W. Advisory Services LLC 0.00% No change 220 $26K
Hilltop National Bank 0.01% No change 216 $26K
Abound Financial, LLC 0.01% No change 216 $26K
Sachetta, LLC 0.01% Add +10.4% 213 $25K
Truvestments Capital LLC 0.00% No change 213 $25K
Joseph Group Capital Management 0.01% Add +133.0% 212 $25K
SJS Investment Consulting Inc. 0.00% Add +7.2% 209 $25K
Activest Wealth Management 0.00% Add +52.6% 206 $24K
Walsh & Associates, LLC 0.02% No change 202 $24K
Trask Adam Roland 0.02% — 200 $24K
Tiaa Trust, National Association 0.00% Reduce -99.2% 200 $24K
Swiss Re Ltd. 0.14% No change 194 $23K
Pinnacle Bancorp, Inc. 0.01% No change 187 $22K
Luken Investment Analytics, LLC 0.01% Reduce -2.6% 184 $22K
Fairscale Capital, LLC 0.01% No change 170 $20K
Colonial Trust Advisors 0.00% No change 169 $20K
Red Tortoise LLC 0.01% No change 167 $20K
Highline Wealth Partners LLC 0.01% Add +19.6% 165 $20K
Capula Management Ltd 0.00% Reduce -96.2% 165 $20K
Global Trust Asset Management, LLC 0.01% No change 164 $20K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +3040.0% 157 $19K
High Note Wealth, LLC 0.00% Add +23.8% 156 $19K
Kelleher Financial Advisors 0.00% No change 153 $18K
Access Investment Management LLC 0.00% No change 150 $18K
Bayban 0.02% No change 148 $18K
Nova Wealth Management, Inc. 0.01% Reduce -46.4% 141 $17K
Financial Freedom, LLC 0.01% No change 140 $17K
Missouri Trust & Investment Co 0.00% No change 135 $16K
Country Trust Bank 0.00% No change 134 $16K
Torren Management, LLC 0.01% Reduce -89.1% 134 $16K
Westend Capital Management, LLC 0.00% Reduce -6.4% 132 $16K
EFG International AG 0.00% Add +16.8% 132 $16K
Bogart Wealth, LLC 0.00% Add +13.2% 129 $15K
Hoey Investments, Inc. 0.00% Reduce -44.4% 125 $15K
Ares Financial Consulting, LLC 0.01% No change 117 $14K
Elevation Wealth Partners, LLC 0.01% Add +9.3% 118 $14K
Nalls Sherbakoff Group, LLC 0.01% No change 118 $14K
Richardson Capital Management LLC 0.01% Add +544.4% 116 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -18.9% 116 $14K
Summit Securities Group LLC 0.01% Reduce -89.1% 113 $13K
Bellevue Asset Management, LLC 0.01% Add +0.9% 110 $13K
Atwood & Palmer Inc. 0.00% Reduce -47.6% 110 $13K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -32.1% 110 $13K
Bare Financial Services, Inc 0.00% Add +19.8% 103 $12K
First PREMIER Bank 0.00% No change 100 $12K
Gold Investment Management Ltd. 0.00% No change 100 $12K
Clark Wealth Partners 0.01% No change 91 $11K
IMG Wealth Management, Inc. 0.01% Reduce -11.8% 90 $11K
Piscataqua Savings Bank 0.01% No change 89 $11K
United Financial Planning Group LLC 0.01% New 87 $10K
Physician Wealth Advisors, Inc. 0.00% Add +10.1% 87 $10K
Vermillion Wealth Management, Inc. 0.00% Add +133.3% 84 $10K
Hughes Financial Services, LLC 0.00% Add +6.6% 81 $10K
Whipplewood Advisors, LLC 0.00% New 75 $9K
Financial Consulate, Inc. 0.00% Add +42.3% 74 $9K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 71 $8K
Abound Wealth Management 0.00% No change 70 $8K
VSM Wealth Advisory, LLC 0.00% No change 67 $8K
Investors Portfolio Services LLC 0.01% Add +45.0% 58 $8K
YANKCOM Partnership 0.00% No change 63 $7K
Creative Financial Designs Inc. 0.00% No change 62 $7K
Sunrise Financial Services, LLC 0.00% No change 57 $7K
Park Place Capital Corp 0.00% Reduce -11.1% 56 $7K
American National Bank & Trust 0.00% No change 53 $6K
Accent Capital Management, LLC 0.00% No change 51 $6K
True Link Financial Advisors, LLC 0.00% New 51 $6K
J.Safra Asset Management Corp 0.00% No change 50 $6K
Maseco LLP 0.00% New 50 $6K
Intentional Wealth Strategies, LLC 0.01% — 49 $6K
Principia Wealth Advisory, LLC 0.00% Add +11.4% 49 $6K
Aspect Partners, LLC 0.00% Add +4.3% 48 $6K
Clayton Financial Group LLC 0.00% No change 47 $6K
Legacy Wealth Managment, LLC 0.00% Add +30.6% 47 $6K
RMG Wealth Management LLC 0.00% New 41 $5K
Team Financial Group, LLC 0.00% Add +2.4% 43 $5K
Salem Investment Counselors Inc. 0.00% New 41 $5K
POM Investment Strategies, LLC 0.01% Reduce -62.3% 40 $5K
Key Capital Management, INC 0.00% New 39 $5K
Synergy Investment Management, LLC 0.00% New 39 $5K
Key Financial Inc 0.00% Reduce -17.0% 39 $5K
American Capital Advisory, LLC 0.00% Add +105.6% 37 $4K
Bard Associates Inc. 0.00% New 37 $4K
Asset Planning,Inc 0.00% No change 37 $4K
IMA Advisory Services, Inc. 0.00% No change 37 $4K
Creative Capital Management Investments LLC 0.00% No change 36 $4K
Portus Wealth Advisors, LLC 0.00% New 35 $4K
1015 Capital Partners, LLC 0.00% No change 32 $4K
Mascoma Wealth Management LLC 0.00% Add +23.1% 32 $4K
Golden State Wealth Management, LLC 0.00% No change 30 $4K
LM Advisors LLC 0.02% Add +2.5% 415 $3K
Sfam, LLC 0.00% No change 29 $3K
Pittenger & Anderson Inc. 0.00% No change 28 $3K
Kozak & Associates, Inc. 0.00% No change 25 $3K
Evolution Wealth Management Inc. 0.00% Reduce -80.6% 27 $3K
WealthCollab, LLC 0.00% No change 25 $3K
Scarborough Advisors, LLC 0.00% No change 25 $3K
HFM Investment Advisors, LLC 0.00% No change 24 $3K
Nvwm, LLC 0.00% No change 24 $3K
Palladiem, LLC 0.00% No change 21 $3K
WestEnd Advisors, LLC 0.00% No change 22 $3K
Ameriflex Group, Inc. 0.00% No change 20 $2K
Purpose Unlimited Inc. 0.00% New 19 $2K
Financial Management Professionals, Inc. 0.00% No change 18 $2K
Rakuten Securities, Inc. 0.00% Add +1600.0% 17 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 15 $2K
CGC Financial Services, LLC 0.00% No change 15 $2K
Arlington Trust Co LLC 0.00% New 13 $2K
Burk Holdings LLC 0.00% New 12 $1K
Stone House Investment Management, LLC 0.00% Add +9.1% 12 $1K
TopTier Wealth Management, LLC 0.00% New 11 $1K
Hara Capital LLC 0.00% Reduce -98.7% 10 $1K
Seneschal Advisors, LLC 0.00% No change 9 $1K
Curio Wealth, LLC 0.00% New 9 $1K
Roble, Belko & Company, Inc 0.00% No change 6 $1K
Tidemark, LLC 0.00% New 6 $712
PMV Capital Advisers, LLC 0.00% New 5 $601
Breakwater Investment Management 0.00% No change 5 $594
Elevated Capital Advisors, LLC 0.00% No change 5 $593
Lodestone Wealth Management LLC 0.00% No change 4 $475
Arcadia Investment Management Corp. 0.00% No change 4 $475
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 3 $356
3 Factor Indexing, LLC 0.00% — 2 $238
Murphy & Mullick Capital Management Corp 0.00% No change 2 $237
Strategic Wealth Partners, Ltd. 0.00% New 1 $170
Y.D. More Investments Ltd 0.00% Reduce -12.5% 440 $165
DecisionPoint Financial, LLC 0.00% No change 1 $119

"% 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.