BP PLC-Spons ADRBP
13F holders, Q2 2025 (June 30)1,059holders −72
73new positions
145sold out
9famous investors
$29.97avg. 13F price*
At the end of Q2 2025, 1,059 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings, down 72 from Q1 2025. 73 opened new positions and 145 sold out. The largest holders were Fisher Asset Management ($1.9B), State Street Corp. ($600.1M) and Dimensional Fund Advisors LP ($420.5M). 9 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- BP PLC-Spons ADR
- CUSIP
- 055622104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $107.6M |
| Exits | 145 | $313.9M |
All 13F filers, Q1 2025 → Q2 2025: 39,394,308 shares bought and 49,799,263 shares sold, net −10,404,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,059 holders
| Fisher Asset Management | 0.77% | Add +5.7% | 64,436,996 | $1.9B |
| State Street Corp. | 0.02% | Add +0.4% | 20,050,193 | $600.1M |
| Dimensional Fund Advisors LP | 0.10% | Add +10.6% | 14,049,860 | $420.5M |
| Franklin Resources Inc. | 0.11% | Add +79.8% | 13,066,061 | $391.1M |
| Morgan Stanley | 0.02% | Reduce -24.1% | 10,379,630 | $310.7M |
| Nomura Holdings Inc. | 2.38% | Reduce -4.9% | 9,837,143 | $294.4M |
| Norges Bank | 0.04% | Reduce -41.9% | 9,433,777 | $282.4M |
| BlackRock, Inc. | 0.01% | Add +0.4% | 9,100,241 | $272.4M |
| BNP Paribas Financial Markets | 0.19% | Add +87.5% | 7,854,604 | $235.1M |
| Citadel Advisors | 0.20% | Reduce -2.2% | 7,422,374 | $222.2M |
| Bank of America Corp. | 0.01% | Reduce -5.5% | 6,144,913 | $183.9M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -36.0% | 5,774,467 | $172.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.35% | No change | 5,750,000 | $172.1M |
| National Bank of Canada | 0.16% | Reduce -1.0% | 5,105,069 | $152.8M |
| UBS Group AG | 0.03% | Add +160.8% | 4,945,821 | $148.0M |
| Bank of Montreal | 0.07% | Add +1284.8% | 4,890,302 | $146.4M |
| Hudson Bay Capital Management LP | 1.07% | Add +7.2% | 4,825,000 | $144.4M |
| Altrinsic Global Advisors LLC | 4.75% | Add +40.6% | 4,381,193 | $131.1M |
| Citigroup Inc. | 0.07% | Add +39.7% | 3,563,680 | $106.7M |
| Capital International Investors | 0.02% | Reduce -12.2% | 3,422,163 | $103.8M |
| Royal Bank of Canada | 0.02% | Add +4.0% | 3,401,305 | $101.8M |
| LMR Partners LLP | 2.32% | Reduce -10.2% | 3,391,572 | $101.5M |
| Northern Trust Corp. | 0.01% | Reduce -4.5% | 3,049,039 | $91.3M |
| Marshall Wace, LLP | 0.11% | Add +298.6% | 2,989,460 | $89.5M |
| Raymond James Financial Inc. | 0.03% | Add +1.0% | 2,962,746 | $88.7M |
| Clearbridge Investments, LLC | 0.06% | Reduce -4.4% | 2,401,872 | $71.9M |
| Wells Fargo & Company | 0.02% | Add +2.3% | 2,401,060 | $71.9M |
| Ruffer LLP | 3.04% | Reduce -5.9% | 2,294,330 | $68.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.9% | 2,240,684 | $67.1M |
| FMR LLC | 0.00% | Reduce -31.6% | 1,979,094 | $59.2M |
| Millennium Management | 0.05% | Add +201.8% | 1,945,125 | $58.2M |
| Yaupon Capital Management LP | 3.81% | Reduce -3.9% | 1,910,792 | $57.2M |
| Causeway Capital Management LLC | 0.77% | Add +1.5% | 1,620,639 | $48.5M |
| Natixis Advisors, LLC | 0.07% | Add +0.7% | 1,569,098 | $47.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -77.4% | 1,500,217 | $44.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.2% | 1,469,616 | $44.0M |
| LPL Financial LLC | 0.01% | Add +21.6% | 1,379,934 | $41.3M |
| Manufacturers Life Insurance Company, The | 0.04% | No change | 1,356,400 | $40.6M |
| Optiver Holding B.V. | 1.08% | New | 1,340,932 | $40.1M |
| Renaissance Technologies | 0.05% | Add +117.1% | 1,316,600 | $39.4M |
| American Century Companies Inc. | 0.02% | Add +9.4% | 1,282,293 | $38.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.83% | Reduce -0.0% | 1,244,047 | $37.2M |
| Brandywine Global Investment Management, LLC | 0.26% | Reduce -2.4% | 1,222,008 | $36.6M |
| Boston Partners | 0.04% | Reduce -4.4% | 1,168,928 | $35.0M |
| Kahn Brothers Group Inc. | 6.79% | Reduce -1.8% | 1,129,372 | $33.8M |
| Stifel Financial Corp. | 0.03% | Add +15.5% | 1,048,365 | $31.4M |
| Alyeska Investment Group, L.P. | 0.11% | Add +261.5% | 1,047,185 | $31.3M |
| Huber Capital Management LLC | 4.79% | Add +6.2% | 940,233 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 870,703 | $26.1M |
| Barclays PLC | 0.01% | Add +36.0% | 827,787 | $24.8M |
| Verition Fund Management LLC | 0.13% | Reduce -29.1% | 750,116 | $22.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.0% | 743,465 | $22.3M |
| Cerity Partners LLC | 0.04% | Reduce -3.8% | 742,197 | $22.2M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -26.1% | 740,450 | $22.2M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -50.4% | 710,543 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +20.0% | 678,963 | $20.3M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -22.9% | 661,079 | $19.8M |
| Mackenzie Financial Corp. | 0.02% | Reduce -18.4% | 629,300 | $18.8M |
| Tower Research Capital LLC (TRC) | 0.49% | Add +236.9% | 611,886 | $18.3M |
| Abc Arbitrage SA | 1.93% | Add +253.7% | 563,350 | $16.9M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 551,937 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.7% | 535,544 | $16.0M |
| Wilkins Investment Counsel Inc. | 2.22% | Reduce -1.0% | 525,367 | $15.7M |
| Bridgewater Associates | 0.06% | Reduce -50.8% | 523,719 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -8.3% | 516,747 | $15.5M |
| Kornitzer Capital Management Inc. | 0.29% | Add +1.6% | 485,409 | $14.5M |
| Stamos Capital Partners, L.P. | 2.57% | Add +94.9% | 478,634 | $14.3M |
| Calamos Advisors LLC | 0.09% | No change | 475,000 | $14.2M |
| Wedge Capital Management L L P | 0.25% | Add +4.3% | 465,269 | $13.9M |
| SPX Gestao de Recursos Ltda | 1.28% | Add +178.1% | 457,113 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +1858.7% | 451,646 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -84.9% | 421,043 | $12.6M |
| Sei Investments Co. | 0.01% | Add +2.8% | 418,455 | $12.5M |
| Cibc World Market Inc. | 0.03% | Add +15.6% | 416,055 | $12.5M |
| HRT Financial LP | 0.05% | Reduce -18.4% | 396,027 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +1.0% | 384,548 | $11.5M |
| DRW Securities, LLC | 0.79% | Reduce -33.4% | 374,772 | $11.2M |
| Mariner, LLC | 0.02% | Reduce -2.3% | 368,386 | $11.0M |
| Tudor Investment Corporation | 0.08% | Add +278.3% | 367,167 | $11.0M |
| Euro Pacific Asset Management, LLC | 1.76% | Reduce -0.4% | 365,237 | $10.9M |
| Gabelli Funds LLC | 0.08% | Add +0.1% | 359,150 | $10.7M |
| Squarepoint Ops LLC | 0.02% | Add +383.5% | 358,876 | $10.7M |
| Vestor Capital, LLC | 0.77% | Add +2705.2% | 57,983 | $10.2M |
| Walleye Trading LLC | 0.25% | Add +445.8% | 337,901 | $10.1M |
| Bollard Group LLC | 0.23% | Add +12.7% | 337,724 | $10.1M |
| PEAK6 LLC | 0.34% | Add +91.2% | 329,982 | $9.9M |
| Willis Johnson & Associates, Inc. | 0.67% | Add +4.6% | 327,876 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -11.5% | 320,931 | $9.6M |
| Scotia Capital Inc. | 0.04% | Reduce -3.0% | 311,958 | $9.3M |
| M&T Bank Corp | 0.03% | Reduce -2.4% | 302,403 | $9.1M |
| Pacific Heights Asset Management LLC | 0.48% | Add +20.0% | 300,000 | $9.0M |
| Y-Intercept (Hong Kong) Ltd | 0.22% | Add +360.4% | 299,944 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.3% | 298,444 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +0.2% | 289,589 | $8.7M |
| Yarbrough Capital, LLC | 0.30% | No change | 283,148 | $8.5M |
| Assetmark, Inc. | 0.02% | Reduce -14.9% | 279,204 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.9% | 270,115 | $8.4M |
| Altrius Capital Management Inc | 1.94% | Add +0.7% | 276,636 | $8.3M |
| Group One Trading LLC | 0.26% | Add +3.2% | 269,223 | $8.1M |
| Beaumont Financial Advisors, LLC | 0.58% | Reduce -5.1% | 267,618 | $8.0M |
| CI Investments Inc. | 0.03% | Add +13.3% | 265,488 | $7.9M |
| Creative Planning | 0.01% | Reduce -6.2% | 264,026 | $7.9M |
| Americana Partners, LLC | 0.27% | Reduce -0.7% | 263,636 | $7.9M |
| Curi Capital, LLC | 0.15% | Add +7.1% | 261,562 | $7.8M |
| Easterly Investment Partners LLC | 0.56% | Add +98.5% | 259,528 | $7.8M |
| FineMark National Bank & Trust | 0.26% | Add +0.1% | 259,295 | $7.8M |
| Wallington Asset Management, LLC | 1.08% | Add +0.9% | 256,538 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +206.0% | 252,849 | $7.6M |
| Graham Capital Management, L.P. | 0.23% | Reduce -23.8% | 251,380 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.0% | 249,305 | $7.5M |
| Empyrean Capital Partners, LP | 0.38% | New | 245,000 | $7.3M |
| Blair William & Co. | 0.02% | Add +7.5% | 244,647 | $7.3M |
| Focus Partners Wealth | 0.02% | Add +0.2% | 243,059 | $7.3M |
| Jane Street Group, LLC | 0.01% | Reduce -79.6% | 239,602 | $7.2M |
| Pictet Asset Management Holding SA | 0.01% | New | 238,353 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 236,749 | $7.1M |
| Summit Securities Group LLC | 2.52% | Add +2198.8% | 235,010 | $7.0M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -2.7% | 231,985 | $6.9M |
| Canal Insurance CO | 1.54% | No change | 230,000 | $6.9M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 205,541 | $6.2M |
| Lazari Capital Management, Inc. | 2.25% | Add +3.7% | 200,025 | $6.0M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -13.3% | 198,063 | $5.9M |
| Logan Capital Management Inc. | 0.27% | Add +1.3% | 191,962 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.7% | 188,685 | $5.6M |
| Dupree Financial Group, LLC | 2.23% | Add +110.7% | 188,659 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -32.1% | 188,001 | $5.6M |
| Auxier Asset Management LLC | 0.79% | Reduce -0.2% | 180,757 | $5.4M |
| Crossmark Global Holdings, Inc. | 0.09% | Reduce -0.1% | 179,914 | $5.4M |
| Hennessy Advisors Inc. | 0.17% | No change | 172,700 | $5.2M |
| Clifford Swan Investment Counsel LLC | 0.18% | Reduce -15.6% | 170,228 | $5.1M |
| Gsa Capital Partners LLP | 0.35% | New | 166,679 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -55.9% | 166,323 | $5.0M |
| Meritage Portfolio Management | 0.31% | Add +0.7% | 164,318 | $4.9M |
| Trexquant Investment LP | 0.06% | New | 163,543 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -12.9% | 162,764 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.2% | 162,233 | $4.9M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.3% | 155,985 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +0.6% | 148,335 | $4.4M |
| Financial Sense Advisors, Inc. | 1.09% | New | 147,548 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.8% | 143,880 | $4.3M |
| Advocate Group LLC | 0.77% | Reduce -3.6% | 143,498 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.3% | 142,289 | $4.3M |
| Simplex Trading, LLC | 0.11% | New | 141,526 | $4.2M |
| Butensky & Cohen Financial Security, Inc. | 1.24% | Add +5.9% | 139,036 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -8.0% | 138,808 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -59.7% | 137,851 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -4.0% | 135,548 | $4.1M |
| Todd Asset Management LLC | 0.09% | Reduce -79.7% | 132,646 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -70.2% | 132,630 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -1.1% | 130,638 | $3.9M |
| Sagefield Capital LP | 0.53% | New | 126,844 | $3.8M |
| Neville Rodie & Shaw Inc. | 0.27% | Reduce -0.4% | 122,036 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.3% | 120,663 | $3.6M |
| Columbia Asset Management | 0.69% | Add +2.6% | 117,804 | $3.5M |
| IMC-Chicago, LLC | 0.09% | New | 116,919 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -1.8% | 114,510 | $3.4M |
| Hayek Kallen Investment Management | 1.15% | Add +2.7% | 112,827 | $3.4M |
| tru Independence LLC | 0.97% | Add +2.8% | 112,490 | $3.4M |
| SCS Capital Management LLC | 0.04% | Add +328.6% | 112,454 | $3.4M |
| Employees Retirement System of Texas | 0.03% | Reduce -53.6% | 112,258 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.2% | 111,850 | $3.3M |
| Jackson Hole Capital Partners, LLC | 0.61% | Add +19.3% | 110,811 | $3.3M |
| South Dakota Investment Council | 0.06% | No change | 110,010 | $3.3M |
| Baker Ellis Asset Management LLC | 0.45% | Reduce -7.8% | 109,174 | $3.3M |
| Bleakley Financial Group, LLC | 0.08% | Add +11.2% | 109,157 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +4.8% | 108,647 | $3.3M |
| Larson Financial Group LLC | 0.13% | Add +26.2% | 107,674 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +20.7% | 104,626 | $3.2M |
| Community Trust & Investment Co. | 0.18% | Add +12.5% | 104,034 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.7% | 103,879 | $3.1M |
| BBR Partners, LLC | 0.19% | No change | 102,594 | $3.1M |
| Moors & Cabot, Inc. | 0.14% | Add +4.2% | 102,043 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +9.4% | 101,946 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.2% | 101,931 | $3.1M |
| Aventail Capital Group, LP | 0.13% | Add +0.8% | 100,852 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.2% | 100,062 | $3.0M |
| Immersion Capital LLP | 2.96% | Reduce -40.0% | 98,176 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -29.0% | 97,223 | $2.9M |
| Meyer Handelman Co. | 0.09% | Reduce -1.2% | 95,995 | $2.9M |
| SouthState Bank Corp | 0.13% | Reduce -0.7% | 95,851 | $2.9M |
| Mutual Advisors, LLC | 0.07% | Reduce -19.8% | 88,894 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.8% | 93,400 | $2.8M |
| Quantinno Capital Management LP | 0.01% | Reduce -20.2% | 88,826 | $2.7M |
| Virtu Financial LLC | 0.13% | New | 86,105 | $2.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.44% | No change | 76,079 | $2.6M |
| Financial Partners Group, LLC | 0.92% | Reduce -0.1% | 85,317 | $2.6M |
| CSS LLC | 0.47% | Add +192.6% | 84,530 | $2.5M |
| QRG Capital Management, Inc. | 0.02% | Reduce -29.4% | 83,817 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Reduce -35.6% | 72,048 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.7% | 81,878 | $2.5M |
| Huntington National Bank | 0.02% | Reduce -2.2% | 80,238 | $2.4M |
| Lee Danner & Bass Inc. | 0.19% | Reduce -0.9% | 79,723 | $2.4M |
| Inlight Wealth Management, LLC | 1.23% | Reduce -5.6% | 79,119 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -4.3% | 78,568 | $2.4M |
| Rothschild Investment LLC | 0.15% | Add +6.7% | 77,974 | $2.3M |
| Man Group plc | 0.01% | New | 77,307 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -30.6% | 76,690 | $2.3M |
| Hedges Asset Management LLC | 1.84% | Reduce -20.3% | 76,465 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -75.7% | 76,357 | $2.3M |
| FNY Investment Advisers, LLC | 0.98% | Add +6790.9% | 75,800 | $2.3M |
| Twin Tree Management, LP | 0.06% | Reduce -96.1% | 74,543 | $2.2M |
| Spirit of America Management Corp. | 0.46% | No change | 74,361 | $2.2M |
| Ritholtz Wealth Management | 0.05% | Add +1.6% | 73,028 | $2.2M |
| Delta Capital Management LLC | 1.24% | Reduce -0.6% | 72,890 | $2.2M |
| IFG Advisory, LLC | 0.11% | Add +5.6% | 72,170 | $2.2M |
| HighPoint Advisor Group LLC | 0.11% | Reduce -2.4% | 71,968 | $2.2M |
| Kempner Capital Management Inc. | 1.13% | No change | 70,589 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -97.4% | 69,849 | $2.1M |
| &partners | 0.02% | Add +29.4% | 69,873 | $2.1M |
| Cary Street Partners Financial LLC | 0.06% | Add +12.6% | 67,292 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +6.6% | 67,290 | $2.0M |
| Arkadios Wealth Advisors | 0.06% | Add +37.4% | 66,910 | $2.0M |
| Amova Asset Management Americas, Inc. | 0.02% | Reduce -12.4% | 66,822 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -12.4% | 66,822 | $2.0M |
| Evergreen Capital Management LLC | 0.06% | Reduce -4.6% | 66,406 | $2.0M |
| Holocene Advisors, LP | 0.00% | Reduce -97.4% | 65,046 | $1.9M |
| 44 Wealth Management LLC | 0.67% | Add +3.3% | 62,839 | $1.9M |
| Engineers Gate Manager LP | 0.02% | New | 62,358 | $1.9M |
| Azimuth Capital Investment Management LLC | 0.07% | Reduce -1.2% | 62,100 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | Add +3.5% | 61,901 | $1.9M |
| Vaughan David Investments LLC | 0.04% | Reduce -5.3% | 61,337 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -10.5% | 61,306 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -35.1% | 60,423 | $1.8M |
| Vise Technologies, Inc. | 0.07% | — | 60,099 | $1.8M |
| Quinn Opportunity Partners LLC | 0.15% | No change | 60,000 | $1.8M |
| Tidal Investments LLC | 0.01% | Reduce -2.6% | 59,824 | $1.8M |
| SIH Partners, LLLP | 0.17% | Add +154.2% | 59,746 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +53.2% | 59,427 | $1.8M |
| Gilliland Jeter Wealth Management LLC | 0.58% | Reduce -2.1% | 59,224 | $1.8M |
| Victory Capital Management Inc. | 0.00% | New | 59,077 | $1.8M |
| Sharpepoint LLC | 1.79% | Add +7.0% | 58,233 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Add +14.6% | 57,784 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 57,409 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +18.6% | 56,248 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +12.0% | 55,936 | $1.7M |
| Alden Global Capital LLC | 1.02% | Reduce -80.6% | 55,378 | $1.7M |
| Fairtree Asset Management (Pty) Ltd | 1.25% | Add +299.1% | 55,353 | $1.7M |
| Keybank National Association | 0.01% | Reduce -10.7% | 55,325 | $1.7M |
| Florida Trust Wealth Management Co | 0.05% | Add +17.6% | 54,956 | $1.6M |
| Levin Capital Strategies, L.P. | 0.16% | Add +11.0% | 54,834 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -83.8% | 54,526 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.4% | 54,249 | $1.6M |
| Kennedy Investment Group, Inc. | 0.69% | Add +0.8% | 54,167 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +61.8% | 54,099 | $1.6M |
| Naviter Wealth, LLC | 0.20% | Reduce -3.2% | 53,960 | $1.6M |
| Meridian Investment Counsel Inc. | 0.43% | No change | 53,322 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | Add +183.2% | 53,270 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.8% | 52,707 | $1.6M |
| Harvest Portfolios Group Inc. | 0.04% | Reduce -10.0% | 52,480 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -16.4% | 52,262 | $1.6M |
| Wellington Management Group LLP | 0.00% | Add +0.5% | 52,023 | $1.6M |
| RFG - Bristol Wealth Advisors, LLC | 0.48% | Reduce -17.5% | 51,466 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Add +20.7% | 50,713 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.21% | Reduce -13.2% | 49,867 | $1.5M |
| Commerce Bank | 0.01% | Reduce -13.5% | 49,009 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | — | 48,765 | $1.5M |
| Entropy Technologies, LP | 0.11% | New | 48,200 | $1.4M |
| Quadrature Capital Ltd | 0.02% | New | 47,538 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Add +0.3% | 47,418 | $1.4M |
| SBI Securities Co., Ltd. | 0.04% | Add +2.8% | 46,661 | $1.4M |
| Autumn Glory Partners, LLC | 0.65% | No change | 46,121 | $1.4M |
| Choreo, LLC | 0.02% | Add +21.7% | 45,763 | $1.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.63% | Add +26.9% | 45,680 | $1.4M |
| Hardin Capital Partners, LLC | 0.79% | Add +21.8% | 43,904 | $1.3M |
| Heritage Trust Co | 0.15% | Add +30.3% | 44,405 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -12.1% | 44,020 | $1.3M |
| Solstein Capital, LLC | 0.67% | No change | 43,672 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +2.9% | 43,301 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.6% | 42,354 | $1.3M |
| Allworth Financial LP | 0.01% | Add +59.6% | 42,226 | $1.3M |
| Burney Co./ | 0.04% | No change | 41,901 | $1.3M |
| Cozad Asset Management Inc. | 0.11% | Reduce -1.6% | 41,679 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.5% | 41,537 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -24.0% | 41,475 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -50.9% | 41,165 | $1.2M |
| Northstar Financial Companies, Inc. | 1.27% | Add +38.9% | 40,818 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -3.8% | 40,033 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 39,900 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -10.4% | 39,183 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +4.2% | 39,146 | $1.2M |
| Insight Inv LLC | 0.78% | Reduce -3.1% | 39,066 | $1.2M |
| PFG Investments, LLC | 0.07% | Reduce -13.3% | 39,006 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.8% | 38,885 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -14.0% | 38,780 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -5.8% | 38,774 | $1.2M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +1.6% | 37,941 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.2% | 37,932 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +4.0% | 37,665 | $1.1M |
| Compass Capital Management, Inc. | 0.06% | New | 37,525 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Add +0.5% | 37,174 | $1.1M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -15.0% | 37,047 | $1.1M |
| Atlas Brown,Inc. | 0.35% | Reduce -0.2% | 36,822 | $1.1M |
| Prelude Capital Management, LLC | 0.11% | New | 36,737 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -2.5% | 36,705 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.0% | 36,329 | $1.1M |
| Cura Wealth Advisors, LLC | 0.50% | Add +3.0% | 36,005 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -10.4% | 35,945 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.2% | 35,870 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +2.7% | 35,694 | $1.1M |
| Aviso Financial Inc. | 0.05% | Add +9.5% | 35,635 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -9.8% | 35,566 | $1.1M |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 35,319 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +7.6% | 35,056 | $1.0M |
| Modern Wealth Management, LLC | 0.03% | Add +32.6% | 34,792 | $1.0M |
| Midwest Trust Co | 0.01% | — | 34,665 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.1% | 34,156 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -38.8% | 34,051 | $1.0M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -4.7% | 33,542 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +119.7% | 33,148 | $992K |
| Tejara Capital Ltd | 0.46% | New | 33,000 | $988K |
| SG Americas Securities, LLC | 0.00% | Add +133.3% | 32,943 | $986K |
| Hantz Financial Services, Inc. | 0.02% | Add +152.4% | 32,632 | $977K |
| Independent Advisor Alliance | 0.03% | Add +9.9% | 32,551 | $974K |
| Callan Family Office, LLC | 0.03% | Add +302.8% | 32,247 | $965K |
| Brighton Jones LLC | 0.03% | Reduce -0.7% | 31,729 | $950K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +4.1% | 31,502 | $943K |
| Abundance Wealth Counselors | 0.18% | Add +2.1% | 31,269 | $936K |
| TT Capital Management LLC | 0.76% | Add +1.3% | 31,270 | $936K |
| Global Retirement Partners, LLC | 0.02% | — | 31,077 | $930K |
| Verus Capital Partners, LLC | 0.08% | Reduce -4.5% | 30,971 | $927K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -3.6% | 30,644 | $917K |
| Mgo One Seven LLC | 0.03% | Add +1.5% | 30,307 | $907K |
| Manske Wealth Management | 0.30% | Add +5.8% | 30,245 | $905K |
| Brooklyn Investment Group | 0.12% | Add +54.0% | 30,062 | $900K |
| Denali Advisors LLC | 0.09% | Reduce -1.7% | 30,024 | $899K |
| DCF Advisers, LLC | 0.43% | No change | 30,000 | $898K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 29,626 | $890K |
| HB Wealth Management, LLC | 0.01% | Reduce -6.7% | 29,633 | $887K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +7.7% | 29,514 | $883K |
| Lantz Financial LLC | 0.22% | Add +0.9% | 29,193 | $874K |
| Stonegate Investment Group, LLC | 0.02% | Add +9.8% | 29,149 | $872K |
| Stephens Inc. | 0.01% | Reduce -15.0% | 28,911 | $865K |
| 1ST Source Bank | 0.05% | Add +2.4% | 28,610 | $856K |
| Total Clarity Wealth Management, Inc. | 0.24% | Add +302.2% | 28,356 | $849K |
| Quantitative Investment Management, LLC | 0.11% | New | 28,359 | $848K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +129.1% | 28,202 | $844K |
| Partners Wealth Management, LLC | 0.96% | No change | 24,852 | $840K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -33.0% | 27,572 | $836K |
| Savant Capital, LLC | 0.01% | Add +0.7% | 27,928 | $836K |
| Hancock Whitney Corp. | 0.02% | New | 27,742 | $830K |
| Old National Bancorp | 0.01% | Reduce -18.6% | 27,702 | $829K |
| Signaturefd, LLC | 0.01% | Reduce -12.5% | 27,485 | $823K |
| Lebenthal Global Advisors, LLC | 0.15% | Add +1.0% | 27,475 | $822K |
| Sollinda Capital Management LLC | 0.21% | New | 27,391 | $820K |
| Moody National Bank Trust Division | 0.07% | Add +0.7% | 27,378 | $819K |
| Intrua Financial, LLC | 0.12% | Reduce -1.0% | 27,371 | $819K |
| GC Wealth Management RIA, LLC | 0.07% | Add +7.4% | 27,282 | $817K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -5.6% | 27,136 | $812K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -38.9% | 27,024 | $809K |
| Wesbanco Bank Inc. | 0.02% | Add +6.7% | 26,912 | $805K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -0.5% | 26,697 | $799K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 26,525 | $794K |
| Chicago Capital, LLC | 0.02% | Reduce -2.9% | 26,278 | $787K |
| Parallel Advisors, LLC | 0.02% | Reduce -17.9% | 26,211 | $784K |
| Highland Capital Management, LLC | 0.04% | Reduce -2.1% | 26,197 | $784K |
| Awm Capital, LLC | 0.08% | Reduce -75.7% | 25,680 | $779K |
| First American Bank | 0.05% | No change | 25,948 | $777K |
| Mission Wealth Management, LP | 0.02% | Reduce -6.0% | 25,731 | $770K |
| Wealth Alliance Advisory Group, LLC | 0.15% | No change | 25,657 | $768K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.5% | 25,438 | $761K |
| Argyle Capital Management, LLC | 0.28% | No change | 25,407 | $760K |
| GeoWealth Management, LLC | 0.03% | Add +5.0% | 25,388 | $760K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.7% | 25,100 | $751K |
| Mitchell & Pahl Private Wealth, LLC | 0.33% | Add +9.0% | 24,958 | $747K |
| Pitti Group Wealth Management, LLC | 0.64% | Reduce -0.0% | 24,949 | $747K |
| Aptus Capital Advisors, LLC | 0.01% | Add +6.3% | 24,930 | $746K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +7.2% | 24,920 | $746K |
| Greenland Capital Management LP | 0.10% | New | 24,914 | $746K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -12.0% | 24,568 | $736K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.7% | 24,375 | $730K |
| Harbour Capital Advisors, LLC | 0.15% | Add +86.8% | 23,075 | $722K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -26.6% | 23,990 | $718K |
| Waverly Advisors, LLC | 0.01% | Add +0.7% | 23,949 | $717K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -11.3% | 23,872 | $714K |
| Poehling Capital Management, INC. | 0.17% | Add +61.1% | 23,718 | $710K |
| Vertex Planning Partners, LLC | 0.15% | Reduce -0.0% | 23,523 | $704K |
| Parsons Capital Management Inc. | 0.04% | Add +0.0% | 23,348 | $699K |
| Acadian Asset Management LLC | 0.00% | Add +43.9% | 23,295 | $696K |
| Profund Advisors LLC | 0.03% | Add +3.6% | 23,220 | $695K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -1.4% | 23,155 | $693K |
| First Manhattan Co. Llc. | 0.00% | Add +25.4% | 23,061 | $690K |
| Rossmore Private Capital | 0.08% | No change | 22,968 | $687K |
| Oak Harvest Investment Services | 0.09% | Reduce -7.2% | 22,879 | $685K |
| Associated Banc-Corp | 0.02% | Reduce -0.7% | 22,716 | $680K |
| Wedbush Securities Inc. | 0.02% | Reduce -39.6% | 22,573 | $676K |
| Malaga Cove Capital, LLC | 0.26% | Reduce -2.0% | 22,282 | $667K |
| Raelipskie Partnership | 0.30% | Add +3.3% | 22,207 | $665K |
| Kovack Advisors, Inc. | 0.07% | Reduce -26.1% | 22,179 | $664K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -20.8% | 22,118 | $662K |
| EP Wealth Advisors, LLC | 0.00% | Add +56.2% | 22,016 | $659K |
| Sapient Capital LLC | 0.01% | Reduce -1.5% | 22,006 | $659K |
| Csenge Advisory Group | 0.03% | Add +5.8% | 22,603 | $658K |
| John G Ullman & Associates Inc. | 0.10% | No change | 21,900 | $655K |
| Insigneo Advisory Services, LLC | 0.06% | Add +2.1% | 21,848 | $654K |
| King Wealth Management Group | 0.09% | No change | 21,792 | $652K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -5.3% | 21,703 | $650K |
| Shay Capital LLC | 0.15% | New | 21,600 | $646K |
| Fiduciary Alliance LLC | 0.05% | Add +17.2% | 21,536 | $645K |
| First Financial Bank - Trust Division | 0.06% | No change | 21,435 | $642K |
| Horizon Investment Services, LLC | 0.28% | No change | 21,255 | $636K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +8.3% | 21,197 | $634K |
| Townsquare Capital LLC | 0.06% | Reduce -67.8% | 21,153 | $633K |
| Mather Group, Llc. | 0.01% | Reduce -0.4% | 21,143 | $633K |
| Capital Advisors Inc. | 0.01% | Reduce -0.2% | 20,895 | $625K |
| AE Wealth Management LLC | 0.00% | Reduce -14.4% | 20,846 | $624K |
| Synovus Financial Corp. | 0.01% | Reduce -16.6% | 20,760 | $622K |
| Future Fund LLC | 0.28% | Reduce -15.1% | 20,703 | $620K |
| Tiaa Trust, National Association | 0.00% | Add +3.1% | 20,657 | $618K |
| Nilsine Partners, LLC | 0.06% | Reduce -4.4% | 20,624 | $617K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 20,585 | $616K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.2% | 20,278 | $611K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 20,386 | $610K |
| Monarch Capital Management Inc. | 0.16% | Reduce -2.4% | 20,296 | $607K |
| Chiron Capital Management, LLC | 0.53% | Add +64.9% | 20,278 | $607K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.7% | 18,552 | $596K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -3.1% | 19,918 | $596K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -94.4% | 19,901 | $596K |
| Blue Trust, Inc. | 0.01% | Reduce -7.6% | 19,882 | $595K |
| Cherokee Insurance Co | 0.26% | No change | 19,854 | $594K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +28.8% | 19,815 | $593K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +9.1% | 19,729 | $590K |
| Eastern Bank | 0.01% | Add +1.1% | 19,715 | $590K |
| Louisbourg Investments Inc. | 0.14% | No change | 19,680 | $589K |
| Ethic Inc. | 0.01% | Add +32.3% | 19,253 | $584K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.9% | 19,340 | $579K |
| Foster & Motley Inc. | 0.03% | Reduce -5.2% | 19,220 | $575K |
| Herold Advisors, Inc. | 0.12% | Reduce -13.0% | 18,958 | $567K |
| Choate Investment Advisors | 0.01% | Reduce -18.5% | 18,825 | $563K |
| Grandfield & Dodd, LLC | 0.03% | No change | 18,607 | $557K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -20.6% | 18,548 | $555K |
| Jump Financial, LLC | 0.01% | Add +66.3% | 18,526 | $554K |
| Texas Yale Capital Corp. | 0.02% | Reduce -1.6% | 18,441 | $552K |
| Western Wealth Management, LLC | 0.03% | Add +1.3% | 18,335 | $549K |
| Equitable Holdings, Inc. | 0.00% | Add +38.6% | 18,193 | $545K |
| Independent Financial Group, LLC | 0.01% | Reduce -22.9% | 17,995 | $539K |
| AQR Capital Management | 0.00% | Add +33.3% | 17,900 | $536K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.7% | 17,886 | $535K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -3.8% | 17,857 | $534K |
| Kiley Juergens Wealth Management, LLC | 0.12% | New | 17,811 | $533K |
| Brucke Financial, Inc. | 0.37% | Reduce -6.9% | 17,766 | $532K |
| Summit Financial, LLC | 0.01% | Add +10.2% | 17,679 | $529K |
| Guggenheim Capital LLC | 0.00% | Reduce -16.6% | 17,527 | $525K |
| Edge Wealth Management LLC | 0.10% | No change | 17,522 | $524K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.4% | 17,365 | $520K |
| Lido Advisors, LLC | 0.00% | Reduce -41.7% | 17,278 | $517K |
| Aaron Wealth Advisors LLC | 0.05% | Add +1.9% | 17,198 | $515K |
| Wealth Watch Advisors, INC | 0.30% | New | 736 | $514K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.3% | 17,153 | $513K |
| North Star Investment Management Corp. | 0.04% | No change | 17,066 | $511K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.8% | 17,041 | $510K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | No change | 16,947 | $507K |
| Left Brain Wealth Management, LLC | 0.18% | No change | 16,753 | $501K |
| TrueWealth Advisors, LLC | 0.15% | Add +8.1% | 16,739 | $501K |
| Gallacher Capital Management LLC | 0.23% | Add +3.2% | 16,717 | $500K |
| Good Life Advisors, LLC | 0.03% | Add +6.7% | 16,709 | $500K |
| Personal Cfo Solutions, LLC | 0.09% | Add +12.4% | 16,691 | $500K |
| SVB Wealth LLC | 0.03% | Reduce -12.9% | 16,687 | $499K |
| Silvia McColl Wealth Management, LLC | 0.36% | Reduce -0.4% | 16,670 | $499K |
| Wellington Shields & Co., LLC | 0.14% | Reduce -2.9% | 16,619 | $497K |
| Mill Capital Management, LLC | 0.04% | No change | 16,512 | $494K |
| Saxon Interests, Inc. | 0.23% | No change | 14,623 | $494K |
| Glenview Trust Co | 0.01% | Add +2.9% | 16,495 | $494K |
| Courier Capital LLC | 0.03% | Reduce -1.0% | 16,372 | $490K |
| World Investment Advisors | 0.01% | Add +2.1% | 16,340 | $489K |
| Calydon Capital | 0.05% | Add +100.8% | 16,270 | $487K |
| Foundations Investment Advisors, LLC | 0.01% | Add +43.3% | 16,149 | $483K |
| Fifth Third Bancorp | 0.00% | Reduce -35.3% | 16,071 | $481K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.7% | 15,435 | $479K |
| HM Payson & Co. | 0.01% | Reduce -7.6% | 15,793 | $473K |
| MAI Capital Management | 0.00% | Add +4.1% | 15,750 | $471K |
| Wright Investors Service Inc. | 0.14% | Add +2.7% | 15,609 | $467K |
| Archer Investment Corp | 0.11% | Add +0.0% | 15,595 | $467K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +45.5% | 15,537 | $465K |
| Burrus Financial Services, Inc. | 0.22% | Add +1.4% | 15,527 | $465K |
| Coastwise Capital Group, LLC | 0.37% | Add +1.0% | 15,529 | $465K |
| First Financial Corp. | 0.21% | Reduce -1.4% | 15,463 | $463K |
| Founders Financial Alliance, LLC | 0.10% | Add +0.7% | 15,396 | $461K |
| Sowell Financial Services LLC | 0.02% | Reduce -32.3% | 15,388 | $461K |
| Bfsg, LLC | 0.05% | Add +4.4% | 15,379 | $460K |
| MIdWestOne Financial Group, Inc. | 0.06% | New | 15,372 | $460K |
| Nicolet Advisory Services, LLC | 0.04% | Add +0.7% | 14,487 | $460K |
| Wittenberg Investment Management, Inc. | 0.20% | No change | 15,300 | $458K |
| Ieq Capital, LLC | 0.00% | Reduce -2.3% | 15,103 | $452K |
| Bessemer Group Inc. | 0.00% | Reduce -0.8% | 15,166 | $452K |
| Straight Path Wealth Management | 0.15% | No change | 15,040 | $450K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +48.4% | 15,025 | $450K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -5.3% | 15,007 | $449K |
| Ping Capital Management, Inc. | 0.25% | New | 15,000 | $449K |
| Iat Reinsurance Co. LTD. | 0.12% | No change | 15,000 | $449K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -97.6% | 15,000 | $449K |
| DB Fitzpatrick & Co, Inc | 0.40% | New | 14,992 | $449K |
| Finward Bancorp | 0.35% | No change | 14,954 | $448K |
| Oxinas Partners, LLC | 0.23% | Reduce -6.8% | 14,953 | $448K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.8% | 14,948 | $447K |
| Balboa Wealth Partners | 0.09% | Reduce -18.9% | 14,926 | $447K |
| West Family Investments, Inc. | 0.12% | No change | 14,904 | $446K |
| Moneco Advisors, LLC | 0.04% | Reduce -0.3% | 14,757 | $442K |
| Cowa, LLC | 0.17% | No change | 14,700 | $440K |
| Fiduciary Trust Co | 0.01% | Reduce -4.1% | 14,682 | $439K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.5% | 14,602 | $437K |
| Baxter Bros Inc. | 0.05% | No change | 14,552 | $436K |
| Abel Hall, LLC | 0.20% | Add +85.1% | 14,430 | $432K |
| ARK & TLK Investments, LLC | 0.14% | Reduce -3.1% | 14,372 | $430K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -14.6% | 14,355 | $430K |
| Legacy Wealth Asset Management, LLC | 0.11% | Add +3.3% | 14,336 | $429K |
| Busey Bank | 0.01% | Reduce -1.9% | 14,251 | $427K |
| Allen Capital Group, LLC | 0.04% | Add +0.6% | 14,058 | $421K |
| Compound Planning, Inc. | 0.02% | Reduce -40.8% | 14,031 | $420K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -7.4% | 13,899 | $416K |
| Integrated Advisors Network LLC | 0.02% | Reduce -35.8% | 13,891 | $416K |
| Greenleaf Trust | 0.00% | Reduce -18.6% | 13,877 | $415K |
| Centaurus Financial, Inc. | 0.02% | Add +4.7% | 13,869 | $415K |
| Prospect Financial Services LLC | 0.26% | Reduce -13.8% | 13,828 | $414K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -4.5% | 13,418 | $407K |
| Garde Capital, Inc. | 0.02% | No change | 13,572 | $406K |
| Kelleher Financial Advisors | 0.14% | Add +1.7% | 13,493 | $404K |
| Simmons Bank | 0.03% | Reduce -14.6% | 13,425 | $402K |
| Elgethun Capital Management | 0.08% | Reduce -19.7% | 13,355 | $400K |
| Burford Brothers, Inc. | 0.18% | Reduce -1.1% | 13,352 | $400K |
| National Wealth Management Group, LLC | 0.22% | Add +12.5% | 13,315 | $399K |
| Aegis Wealth Management LLC | 0.24% | No change | 11,793 | $398K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.7% | 13,164 | $394K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -89.7% | 13,149 | $394K |
| Bay Rivers Group | 0.18% | No change | 13,000 | $389K |
| Winch Advisory Services, LLC | 0.09% | Add +1.0% | 12,991 | $389K |
| Smith Group Asset Management, LLC | 0.03% | Add +39.9% | 12,990 | $389K |
| Natixis | 0.00% | New | 12,981 | $389K |
| American Trust Investment Advisors, LLC | 0.20% | Reduce -64.4% | 12,980 | $388K |
| Aull & Monroe Investment Management Corp | 0.21% | No change | 12,975 | $388K |
| Arbor Capital Management Inc. | 0.34% | Reduce -1.8% | 12,227 | $387K |
| Sentry LLC | 0.08% | No change | 12,920 | $387K |
| Holderness Investments Co. | 0.08% | Reduce -11.2% | 12,897 | $386K |
| Birmingham Capital Management Co. Inc. | 0.17% | Reduce -30.7% | 12,850 | $385K |
| RNC Capital Management LLC | 0.02% | Add +10.6% | 12,845 | $384K |
| Capital Investment Counsel, Inc | 0.05% | Add +5.3% | 12,840 | $384K |
| AlTi Global, Inc. | 0.01% | Add +55.9% | 12,787 | $383K |
| Second Line Capital, LLC | 0.09% | Add +7.1% | 12,754 | $382K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -16.8% | 12,703 | $380K |
| KLCM Advisors, Inc. | 0.04% | No change | 12,658 | $379K |
| Hilltop National Bank | 0.10% | — | 12,559 | $376K |
| IHT Wealth Management, LLC | 0.01% | Add +3.3% | 12,513 | $375K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 12,470 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.1% | 11,401 | $373K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.7% | 12,399 | $371K |
| Investors Research Corp | 0.07% | No change | 12,365 | $370K |
| Peddock Capital Advisors, LLC | 0.09% | Reduce -0.7% | 12,348 | $370K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -4.1% | 12,339 | $369K |
| Cooper Financial Group | 0.04% | Add +0.4% | 12,252 | $367K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | Add +0.1% | 12,142 | $363K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 12,131 | $363K |
| WealthTrust Axiom LLC | 0.11% | Add +9.0% | 12,120 | $363K |
| Principal Securities, Inc. | 0.01% | Reduce -10.9% | 12,113 | $363K |
| CreativeOne Wealth, LLC | 0.01% | Add +23.7% | 12,050 | $361K |
| U S Global Investors Inc. | 0.04% | Add +20.0% | 12,000 | $359K |
| Northeast Investment Management | 0.02% | No change | 11,997 | $359K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.9% | 11,870 | $355K |
| 49 Wealth Management, LLC | 0.04% | Add +1.1% | 11,832 | $354K |
| Goodman Financial Corp | 0.07% | No change | 11,822 | $354K |
| Weinberger Asset Management, Inc | 0.14% | Reduce -0.8% | 11,718 | $351K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.1% | 11,121 | $351K |
| Cordatus Wealth Management LLC | 0.09% | Reduce -2.0% | 11,690 | $350K |
| Sunbelt Securities, Inc. | 0.03% | Add +13.3% | 11,839 | $350K |
| Pure Financial Advisors, LLC | 0.01% | New | 11,670 | $349K |
| Davidson Trust Co. | 0.16% | Reduce -1.3% | 11,648 | $349K |
| Fruth Investment Management | 0.09% | Reduce -0.3% | 11,632 | $348K |
| Ar Asset Management Inc. | 0.08% | No change | 11,642 | $348K |
| Plancorp, LLC | 0.01% | Add +0.1% | 11,562 | $346K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 11,520 | $345K |
| Game Creek Capital, LP | 0.18% | Reduce -17.9% | 11,500 | $344K |
| Equitable Trust Co. | 0.02% | No change | 11,457 | $343K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +8.2% | 11,196 | $335K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 11,194 | $335K |
| Total Wealth Planning & Management, Inc. | 0.29% | Add +3.7% | 11,100 | $332K |
| Covenant Partners, LLC | 0.10% | No change | 11,080 | $332K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 10,943 | $327K |
| Hexagon Capital Partners LLC | 0.07% | Add +4.0% | 10,915 | $327K |
| Kanawha Capital Management LLC | 0.02% | Reduce -12.2% | 10,908 | $326K |
| Edgestream Partners, L.P. | 0.01% | Reduce -52.7% | 10,907 | $326K |
| Bridge Creek Capital Management LLC | 0.10% | No change | 10,825 | $324K |
| Visionary Wealth Advisors | 0.02% | Add +63.8% | 10,823 | $324K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.6% | 10,729 | $321K |
| Gibson Wealth Advisors LLC | 0.24% | No change | 10,709 | $321K |
| United Community Bank | 0.11% | Add +1.1% | 10,623 | $318K |
| Welch & Forbes LLC | 0.00% | Reduce -12.7% | 10,615 | $318K |
| Summit X, LLC | 0.06% | Add +10.1% | 10,611 | $318K |
| Augustine Asset Management Inc. | 0.08% | Reduce -2.8% | 10,543 | $316K |
| Integrated Investment Consultants, LLC | 0.06% | Add +1.6% | 10,518 | $315K |
| Country Club Bank | 0.02% | Reduce -14.4% | 10,355 | $314K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +29.4% | 10,492 | $314K |
| Sage Rhino Capital LLC | 0.07% | Reduce -7.0% | 10,475 | $314K |
| Shayne & Jacobs, LLC | 0.10% | No change | 10,446 | $313K |
| Fulton Bank, N.A. | 0.01% | Add +5.0% | 10,444 | $313K |
| King Luther Capital Management Corp. | 0.00% | No change | 10,297 | $308K |
| BancFirst Trust & Investment Management | 0.14% | Reduce -1.0% | 10,132 | $307K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -19.9% | 10,266 | $307K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -7.8% | 10,265 | $307K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 10,211 | $306K |
| Bluefin Capital Management, LLC | 0.24% | New | 10,200 | $305K |
| BSW Wealth Partners | 0.04% | Reduce -5.3% | 10,119 | $303K |
| Accel Wealth Management | 0.10% | Reduce -1.1% | 10,119 | $303K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +7.3% | 10,108 | $303K |
| Krilogy Financial LLC | 0.02% | No change | 10,104 | $302K |
| Belpointe Asset Management LLC | 0.01% | Add +11.4% | 10,082 | $302K |
| Corient IA LP | 0.18% | No change | 10,000 | $299K |
| K.J. Harrison & Partners Inc | 0.05% | New | 10,000 | $299K |
| OneAscent Financial Services LLC | 0.02% | Reduce -47.9% | 9,888 | $299K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.4% | 9,980 | $299K |
| Sovran Advisors, LLC | 0.03% | Add +20.0% | 9,542 | $298K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -12.0% | 9,896 | $296K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -14.1% | 9,882 | $296K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.7% | 9,871 | $295K |
| Financial Strategies Group, Inc. | 0.06% | No change | 9,000 | $294K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -2.3% | 9,813 | $294K |
| Xcel Wealth Management, LLC | 0.08% | Reduce -0.8% | 9,768 | $292K |
| Bison Wealth, LLC | 0.02% | New | 8,949 | $292K |
| Winslow Asset Management Inc. | 0.06% | No change | 9,762 | $292K |
| Titleist Asset Management, LLC | 0.03% | Add +1.3% | 9,665 | $289K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -25.0% | 9,611 | $288K |
| Coldstream Capital Management Inc. | 0.00% | Add +1.2% | 9,573 | $287K |
| Argent Trust Co | 0.01% | Reduce -5.9% | 9,568 | $286K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +0.5% | 9,568 | $286K |
| St Germain D J Co. Inc. | 0.01% | Add +127.9% | 9,554 | $286K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.6% | 9,549 | $286K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -0.8% | 9,548 | $286K |
| Ascentis Independent Advisors | 0.05% | Add +3.2% | 9,513 | $285K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -1.6% | 9,445 | $283K |
| Successful Portfolios LLC | 0.17% | Add +0.5% | 9,434 | $282K |
| Keb Asset Management, LLC | 0.07% | No change | 9,378 | $281K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 9,327 | $279K |
| Crewe Advisors LLC | 0.04% | Reduce -9.9% | 9,292 | $278K |
| FSA Advisors, Inc. | 0.23% | Reduce -6.5% | 9,266 | $277K |
| NFSG Corp | 0.04% | Add +4.7% | 9,237 | $276K |
| Ingalls & Snyder LLC | 0.01% | Reduce -2.2% | 9,224 | $276K |
| Perkins Capital Management Inc. | 0.28% | No change | 9,200 | $275K |
| Schnieders Capital Management LLC | 0.05% | Reduce -27.6% | 9,199 | $275K |
| DF Dent & Co. Inc. | 0.00% | Add +18.4% | 9,199 | $275K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +6.0% | 9,183 | $275K |
| Composition Wealth, LLC | 0.00% | Reduce -18.3% | 9,139 | $274K |
| SPC Financial, Inc. | 0.02% | Add +19.7% | 9,127 | $273K |
| Advisors Management Group Inc. | 0.05% | Reduce -0.6% | 9,117 | $273K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -3.7% | 9,104 | $272K |
| Arete Wealth Advisors, LLC | 0.02% | Add +3.4% | 9,097 | $272K |
| Modera Wealth Management, LLC | 0.00% | Add +4.8% | 9,049 | $271K |
| Whittier Trust Co. | 0.00% | Reduce -0.0% | 9,041 | $271K |
| Clarius Group, LLC | 0.02% | Add +17.5% | 9,034 | $270K |
| Hollencrest Capital Management | 0.01% | No change | 9,000 | $269K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.6% | 8,997 | $269K |
| PDS Planning, Inc | 0.02% | Reduce -14.3% | 8,970 | $268K |
| Independence Bank of Kentucky | 0.04% | Add +12.6% | 8,970 | $268K |
| Clarus Group, Inc. | 0.10% | Add +0.2% | 8,946 | $268K |
| Donaldson Capital Management, LLC | 0.01% | No change | 8,881 | $266K |
| Berger Financial Group, Inc | 0.02% | Reduce -9.3% | 8,865 | $265K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 8,840 | $265K |
| Brookstone Capital Management | 0.00% | Add +8.7% | 8,711 | $261K |
| Atlantic Union Bankshares Corp | 0.01% | Add +21.9% | 8,671 | $260K |
| Net Worth Advisory Group | 0.06% | Add +0.4% | 8,663 | $259K |
| LVW Advisors, LLC | 0.03% | Reduce -24.1% | 8,661 | $259K |
| Marex Group Ltd | 0.00% | New | 8,630 | $258K |
| Retirement Planning Co of New England, Inc. | 0.11% | Add +4.9% | 8,571 | $257K |
| Pitcairn Co. | 0.02% | Reduce -51.7% | 8,566 | $256K |
| Palogic Value Management, L.P. | 0.11% | Add +10.0% | 8,558 | $256K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.2% | 8,535 | $255K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.4% | 8,499 | $254K |
| CWA Asset Management Group, LLC | 0.01% | Add +27.9% | 8,462 | $253K |
| Carnegie Investment Counsel | 0.01% | Add +9.5% | 8,452 | $253K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -7.8% | 8,438 | $253K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.4% | 8,431 | $252K |
| Comprehensive Money Management Services LLC | 0.19% | Reduce -5.6% | 8,390 | $251K |
| Asset Allocation & Management Company, LLC | 0.12% | No change | 8,400 | $251K |
| GAMCO Investors | 0.00% | Add +7.3% | 8,295 | $248K |
| Woodstock Corp. | 0.02% | No change | 8,274 | $248K |
| Howland Capital Management LLC | 0.01% | Reduce -4.6% | 8,273 | $248K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -2.5% | 8,272 | $248K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.5% | 8,257 | $247K |
| Caldwell Trust Co | 0.02% | Reduce -0.0% | 8,251 | $247K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -1.3% | 8,229 | $246K |
| Avalon Capital Management | 0.07% | New | 8,203 | $246K |
| Lanark Financial, Inc. | 0.02% | Reduce -52.9% | 8,196 | $245K |
| Syon Capital LLC | 0.02% | Reduce -60.3% | 8,168 | $244K |
| Diametric Capital, LP | 0.13% | New | 8,136 | $244K |
| WP Advisors, LLC | 0.07% | Add +1.4% | 8,135 | $243K |
| Anchor Investment Management, LLC | 0.02% | Add +60.7% | 8,134 | $243K |
| Avantra Family Wealth, Inc. | 0.20% | Reduce -73.3% | 8,083 | $242K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -18.9% | 8,076 | $242K |
| Rathbones Group PLC | 0.00% | No change | 8,037 | $241K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.4% | 8,031 | $240K |
| Essex Bank | 0.06% | Reduce -12.7% | 8,025 | $240K |
| Creative Financial Designs Inc. | 0.02% | Add +19.6% | 8,010 | $240K |
| ICONIQ Capital, LLC | 0.00% | Reduce -63.4% | 8,003 | $240K |
| Keystone Financial Group | 0.02% | Reduce -4.4% | 7,989 | $239K |
| Lazard Asset Management LLC | 0.00% | Reduce -42.1% | 8,002 | $239K |
| Liberty Wealth Management LLC | 0.04% | Add +10.9% | 7,944 | $238K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -1.2% | 7,937 | $238K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 7,926 | $237K |
| Alteri Wealth LLC | 0.09% | New | 7,905 | $237K |
| Wealth Dimensions Group, Ltd. | 0.05% | Add +1.4% | 7,861 | $235K |
| Aspire Growth Partners LLC | 0.19% | Reduce -1.2% | 7,856 | $235K |
| Wedmont Private Capital | 0.01% | New | 7,518 | $235K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -5.2% | 7,797 | $233K |
| Powers Advisory Group, LLC | 0.10% | Add +1.0% | 7,764 | $232K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 7,654 | $229K |
| Cullinan Associates Inc. | 0.01% | No change | 7,600 | $227K |
| Peoples Bank | 0.14% | No change | 7,567 | $226K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | New | 7,301 | $226K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -0.7% | 7,530 | $225K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -23.7% | 7,516 | $225K |
| Valmark Advisers, Inc. | 0.00% | Reduce -16.0% | 7,490 | $224K |
| CRA Financial Services, LLC | 0.03% | No change | 7,484 | $224K |
| Patten & Patten Inc. | 0.01% | Reduce -22.4% | 7,475 | $224K |
| Leonteq Securities AG | 0.01% | Add +10.5% | 7,435 | $223K |
| Chapin Davis, Inc. | 0.06% | Add +2.9% | 7,426 | $222K |
| Bridges Investment Management Inc. | 0.00% | Reduce -5.1% | 7,388 | $221K |
| Uptick Partners, LLC | 0.06% | Add +0.1% | 7,385 | $221K |
| Integrity Alliance, Llc. | 0.01% | Reduce -22.6% | 7,356 | $220K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 7,350 | $220K |
| Pines Wealth Management, LLC | 0.08% | New | 7,084 | $219K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 7,266 | $217K |
| Greenline Partners, LLC | 0.03% | No change | 7,263 | $217K |
| Encompass Wealth Advisors, LLC | 0.08% | Add +0.3% | 7,237 | $217K |
| Leavell Investment Management, Inc. | 0.01% | New | 7,210 | $216K |
| Vista Investment Partners LLC | 0.06% | Reduce -80.6% | 7,200 | $215K |
| Oregon Pacific Wealth Management, LLC | 0.20% | Add +7.5% | 7,191 | $215K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.1% | 7,189 | $215K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +19.8% | 7,186 | $215K |
| Formidable Asset Management, LLC | 0.04% | No change | 6,349 | $215K |
| Orange Investment Advisors, Inc. | 0.02% | No change | 7,139 | $214K |
| ProVise Management Group, LLC | 0.02% | No change | 7,130 | $213K |
| White Wing Wealth Management | 0.14% | Reduce -39.4% | 7,110 | $213K |
| United Asset Strategies, Inc. | 0.02% | Reduce -3.3% | 7,051 | $211K |
| Pin Oak Investment Advisors Inc. | 0.18% | Reduce -6.0% | 6,267 | $211K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -2.4% | 7,045 | $211K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -4.0% | 7,030 | $210K |
| Rexford Capital Inc. | 0.17% | — | 6,999 | $209K |
| Grey Ledge Advisors, LLC | 0.05% | No change | 6,998 | $209K |
| SS&H Financial Advisors, Inc. | 0.07% | New | 6,980 | $209K |
| North Point Portfolio Managers Corp. | 0.04% | No change | 6,957 | $208K |
| Pettinga Financial Advisors LLC | 0.05% | Reduce -5.2% | 6,940 | $208K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | Reduce -23.2% | 6,911 | $207K |
| Wealth Alliance, LLC | 0.02% | Add +2.6% | 6,881 | $206K |
| PCG Wealth Advisors, LLC | 0.11% | No change | 6,878 | $206K |
| Purkiss Capital Advisors LLC | 0.11% | New | 6,835 | $205K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.9% | 6,826 | $204K |
| NBT Bank, N.A. | 0.01% | Reduce -20.3% | 6,818 | $204K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -5.9% | 6,816 | $204K |
| Fidelis Capital Partners, LLC | 0.02% | New | 6,014 | $204K |
| RFG Advisory, LLC | 0.00% | Reduce -20.6% | 6,761 | $202K |
| Cutler Investment Counsel LLC | 0.02% | Add +0.2% | 6,718 | $201K |
| Optimum Investment Advisors | 0.09% | No change | 6,583 | $197K |
| Spire Wealth Management | 0.01% | Reduce -15.2% | 6,562 | $196K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +2.6% | 6,451 | $194K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 6,480 | $194K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 6,223 | $186K |
| Arax Advisory Partners | 0.01% | Reduce -27.3% | 5,182 | $180K |
| Raiffeisen Bank International AG | 0.00% | No change | 6,014 | $180K |
| Nalls Sherbakoff Group, LLC | 0.13% | No change | 5,910 | $177K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | Add +9.0% | 5,451 | $163K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.1% | 5,364 | $161K |
| TD Waterhouse Canada Inc. | 0.00% | Add +17.6% | 5,249 | $160K |
| Private Trust Co. NA | 0.02% | Reduce -42.0% | 5,327 | $159K |
| Estabrook Capital Management | 0.02% | No change | 5,302 | $159K |
| Peoples Financial Services Corp. | 0.08% | No change | 5,249 | $157K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.0% | 5,088 | $152K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.2% | 5,066 | $152K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.8% | 5,029 | $151K |
| Hills Bank & Trust Co | 0.01% | Reduce -42.4% | 4,988 | $149K |
| Legacy Investment Solutions, LLC | 0.08% | — | 4,972 | $149K |
| Legacy Wealth Managment, LLC | 0.08% | No change | 4,972 | $149K |
| Financial Gravity Companies, Inc. | 0.03% | — | 4,937 | $148K |
| TCTC Holdings, LLC | 0.00% | No change | 4,900 | $147K |
| Cromwell Holdings LLC | 0.09% | No change | 4,853 | $145K |
| GAMMA Investing LLC | 0.01% | Reduce -22.7% | 4,751 | $142K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.3% | 4,442 | $133K |
| Cape Investment Advisory, Inc. | 0.05% | Add +1.1% | 4,388 | $131K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -44.8% | 4,342 | $130K |
| City Holding Co. | 0.02% | Reduce -12.6% | 4,323 | $129K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -21.1% | 4,264 | $128K |
| Tsfg, LLC | 0.02% | Add +0.2% | 4,176 | $125K |
| Resources Management Corp. /CT/ | 0.02% | No change | 4,140 | $124K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -1.4% | 4,068 | $122K |
| Oakworth Capital, Inc. | 0.01% | Reduce -6.9% | 4,020 | $120K |
| Dakota Community Bank & Trust NA | 0.54% | No change | 4,000 | $120K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.01% | New | 4,000 | $120K |
| Asset Dedication, LLC | 0.01% | Reduce -0.9% | 3,888 | $116K |
| Ransom Advisory, Ltd | 0.05% | No change | 3,872 | $116K |
| Ancora Advisors LLC | 0.00% | Add +4.1% | 3,848 | $115K |
| Toth Financial Advisory Corp. | 0.01% | No change | 3,782 | $113K |
| CX Institutional | 0.00% | Reduce -11.9% | 3,739 | $112K |
| City State Bank | 0.03% | No change | 3,543 | $106K |
| First PREMIER Bank | 0.03% | No change | 3,566 | $106K |
| Versant Capital Management, Inc | 0.02% | Reduce -63.4% | 3,520 | $105K |
| Nemes Rush Group LLC | 0.01% | Add +1.2% | 3,454 | $103K |
| Barometer Capital Management Inc. | 0.03% | No change | 3,450 | $103K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -1.8% | 3,133 | $94K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,000 | $91K |
| Key Financial Inc | 0.02% | No change | 3,029 | $91K |
| Pinney & Scofield, Inc. | 0.06% | No change | 3,010 | $90K |
| Future Financial Wealth Managment LLC | 0.06% | Add +1.1% | 2,995 | $90K |
| Delta Asset Management LLC | 0.01% | No change | 2,911 | $87K |
| Trust Co. of Toledo NA | 0.01% | New | 2,900 | $87K |
| Nvwm, LLC | 0.02% | New | 2,898 | $87K |
| American National Bank & Trust | 0.01% | No change | 2,891 | $87K |
| Whipplewood Advisors, LLC | 0.05% | Add +0.5% | 2,888 | $86K |
| Sittner & Nelson, LLC | 0.03% | No change | 2,881 | $86K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -28.4% | 2,869 | $86K |
| MCF Advisors LLC | 0.01% | Reduce -7.3% | 2,820 | $84K |
| Steph & Co. | 0.03% | Add +3.7% | 2,792 | $84K |
| Millstone Evans Group, LLC | 0.06% | No change | 2,786 | $83K |
| Avion Wealth | 0.02% | Add +0.5% | 2,772 | $82K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,738 | $82K |
| Kessler Investment Group, LLC | 0.03% | No change | 2,682 | $80K |
| Bank & Trust Co | 0.06% | No change | 2,648 | $79K |
| WFA Asset Management Corp | 0.04% | Add +1.2% | 2,171 | $78K |
| Colonial Trust Advisors | 0.01% | Reduce -64.8% | 2,601 | $78K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 2,600 | $78K |
| McIlrath & Eck, LLC | 0.01% | Add +1.0% | 2,573 | $77K |
| Heritage Wealth Advisors | 0.00% | No change | 2,548 | $76K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.5% | 2,466 | $74K |
| Addison Advisors LLC | 0.02% | Reduce -52.4% | 2,460 | $74K |
| Tompkins Financial Corp. | 0.01% | Reduce -28.9% | 2,456 | $74K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 2,450 | $73K |
| MorganRosel Wealth Management, LLC | 0.02% | No change | 2,393 | $72K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2,382 | $71K |
| Salomon & Ludwin, LLC | 0.01% | Add +1.3% | 2,266 | $71K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -8.2% | 2,301 | $69K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -28.5% | 2,226 | $67K |
| Truvestments Capital LLC | 0.01% | Reduce -6.3% | 2,169 | $65K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,167 | $65K |
| Trust Co. of Vermont | 0.00% | No change | 2,164 | $65K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -20.8% | 2,157 | $65K |
| Beacon Capital Management, LLC | 0.01% | Add +0.7% | 2,138 | $64K |
| Grove Bank & Trust | 0.01% | Add +67.1% | 2,065 | $62K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,034 | $61K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 2,026 | $61K |
| Hartford Financial Management Inc. | 0.02% | No change | 2,000 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -8.8% | 1,967 | $59K |
| Creekmur Asset Management LLC | 0.01% | Add +0.1% | 1,906 | $57K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -20.5% | 1,853 | $55K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +1.4% | 1,849 | $55K |
| Colonial Trust Co / SC | 0.01% | Add +1.6% | 1,847 | $55K |
| Fairscale Capital, LLC | 0.04% | New | 1,719 | $55K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,835 | $55K |
| Christopher J. Hasenberg, Inc | 0.02% | No change | 1,826 | $55K |
| Perritt Capital Management Inc | 0.03% | No change | 1,818 | $54K |
| Montag A & Associates Inc. | 0.00% | Reduce -18.9% | 1,807 | $54K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -7.2% | 1,799 | $54K |
| ORG Partners LLC | 0.01% | Add +743.3% | 1,754 | $53K |
| Rossby Financial, LCC | 0.02% | Add +146.6% | 1,736 | $52K |
| Bogart Wealth, LLC | 0.00% | Reduce -23.1% | 1,715 | $51K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -8.1% | 1,713 | $51K |
| Park Square Financial Group, LLC | 0.04% | Reduce -1.7% | 1,710 | $51K |
| Smithfield Trust Co | 0.00% | Reduce -19.4% | 1,696 | $51K |
| Stephens Consulting, LLC | 0.01% | Add +147.9% | 1,698 | $51K |
| Barrett & Company, Inc. | 0.02% | Add +0.1% | 1,606 | $48K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,600 | $48K |
| Country Trust Bank | 0.00% | Add +1870.9% | 1,557 | $47K |
| WFA of San Diego, LLC | 0.03% | — | 1,545 | $46K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -16.8% | 1,540 | $46K |
| Coastline Trust Co | 0.01% | No change | 1,530 | $46K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -22.8% | 1,509 | $45K |
| Basso Capital Management, L.P. | 0.03% | No change | 1,500 | $45K |
| West Branch Capital LLC | 0.01% | Add +31.1% | 1,476 | $44K |
| Briaud Financial Planning Inc | 0.02% | No change | 1,475 | $44K |
| Maseco LLP | 0.00% | — | 1,417 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +557.2% | 1,229 | $41K |
| Frazier Financial Advisors, LLC | 0.03% | Add +10.3% | 1,374 | $41K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.5% | 1,367 | $41K |
| Sawyer & Company, Inc | 0.01% | No change | 1,104 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Add +142.8% | 1,357 | $41K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +61.5% | 1,350 | $40K |
| Slocum, Gordon & Co LLP | 0.03% | No change | 1,340 | $40K |
| Gen-Wealth Partners Inc | 0.02% | No change | 1,340 | $40K |
| Vision Financial Markets LLC | 0.04% | No change | 1,286 | $38K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -54.4% | 1,210 | $36K |
| Dunhill Financial, LLC | 0.01% | New | 1,202 | $36K |
| North Capital, Inc. | 0.03% | No change | 1,150 | $34K |
| Bangor Savings Bank | 0.00% | No change | 1,136 | $34K |
| CoreFirst Bank & Trust | 0.02% | New | 1,128 | $34K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +12.2% | 1,122 | $34K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,120 | $34K |
| South Plains Financial, Inc. | 0.02% | No change | 1,100 | $33K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.5% | 1,100 | $33K |
| Twin Lakes Capital Management, LLC | 0.02% | Add +1.6% | 1,085 | $32K |
| Towne Trust Company, N.A | 0.01% | No change | 1,084 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +4.0% | 1,040 | $32K |
| Total Investment Management Inc. | 0.00% | New | 1,065 | $32K |
| Acima Private Wealth, LLC | 0.01% | New | 1,058 | $32K |
| Montag & Caldwell, LLC | 0.01% | No change | 1,058 | $32K |
| Adirondack Trust Co. | 0.01% | No change | 1,044 | $31K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 907 | $31K |
| Chilton Capital Management LLC | 0.00% | Reduce -4.6% | 1,025 | $31K |
| TD Capital Management LLC | 0.00% | Add +41.8% | 1,021 | $31K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -10.8% | 1,020 | $31K |
| Asset Planning,Inc | 0.02% | No change | 1,000 | $30K |
| Chelsea Counsel Co. | 0.01% | No change | 1,000 | $30K |
| Missouri Trust & Investment Co | 0.01% | No change | 1,000 | $30K |
| Monetary Management Group Inc. | 0.01% | No change | 1,000 | $30K |
| TFC Financial Management, Inc. | 0.00% | Reduce -5.4% | 1,000 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,000 | $30K |
| Toronto Dominion Bank | 0.00% | Reduce -58.6% | 958 | $29K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 947 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -1.2% | 929 | $28K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 928 | $28K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 873 | $26K |
| Valley National Advisers Inc. | 0.00% | Reduce -36.4% | 873 | $26K |
| Westside Investment Management, Inc. | 0.00% | Reduce -53.6% | 841 | $26K |
| Compass Planning Associates Inc | 0.02% | Add +1.7% | 844 | $25K |
| LRI Investments, LLC | 0.00% | No change | 834 | $25K |
| CNB Bank | 0.01% | No change | 820 | $25K |
| LOM Asset Management Ltd | 0.01% | — | 810 | $24K |
| Bank of New Hampshire | 0.01% | No change | 785 | $23K |
| DT Investment Partners, LLC | 0.00% | No change | 784 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 765 | $23K |
| Motco | 0.00% | Add +76.9% | 690 | $22K |
| New Millennium Group LLC | 0.01% | Reduce -11.4% | 718 | $21K |
| Crews Bank & Trust | 0.00% | Reduce -18.5% | 715 | $21K |
| WPG Advisers, LLC | 0.02% | Reduce -10.5% | 702 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +68.9% | 718 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +40.0% | 700 | $21K |
| Financial Perspectives, Inc | 0.01% | Reduce -7.0% | 680 | $20K |
| Concord Wealth Partners | 0.00% | Add +1.6% | 677 | $20K |
| Silicon Valley Capital Partners | 0.00% | Reduce -74.8% | 672 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 664 | $20K |
| Essex Investment Management Co. LLC | 0.00% | No change | 662 | $20K |
| Cantor Fitzgerald, L. P. | 0.00% | New | 661 | $20K |
| Ameriflex Group, Inc. | 0.01% | No change | 650 | $20K |
| Miller Wealth Advisors, LLC | 0.01% | Add +1.7% | 649 | $19K |
| Roxbury Financial LLC | 0.02% | Reduce -13.2% | 611 | $18K |
| Compass Financial Services Inc | 0.01% | Add +1.5% | 607 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | Reduce -62.2% | 605 | $18K |
| Covestor Ltd | 0.01% | Add +56.9% | 593 | $18K |
| First United Bank & Trust | 0.01% | No change | 600 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 588 | $18K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -62.5% | 587 | $18K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 575 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -39.5% | 567 | $17K |
| Manchester Capital Management LLC | 0.00% | Add +19.3% | 551 | $16K |
| Hara Capital LLC | 0.01% | No change | 510 | $15K |
| WealthCollab, LLC | 0.01% | No change | 507 | $15K |
| Pandora Wealth, Inc. | 0.01% | No change | 500 | $15K |
| PFS Partners, LLC | 0.01% | No change | 500 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 500 | $15K |
| Community Bank, N.A. | 0.00% | No change | 500 | $15K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -50.2% | 500 | $15K |
| Atwood & Palmer Inc. | 0.00% | Reduce -69.1% | 464 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 435 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 430 | $13K |
| Birchbrook, Inc. | 0.01% | No change | 428 | $13K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 407 | $12K |
| GW&K Investment Management, LLC | 0.00% | Reduce -62.3% | 390 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 400 | $12K |
| NewSquare Capital LLC | 0.00% | Reduce -12.6% | 375 | $11K |
| CKW Financial Group | 0.00% | No change | 370 | $11K |
| Kiker Wealth Management, LLC | 0.01% | No change | 363 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -26.5% | 355 | $11K |
| Tidemark, LLC | 0.00% | Add +1.4% | 353 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 336 | $10K |
| Kentucky Trust Co | 0.01% | No change | 332 | $10K |
| Financially Speaking Inc | 0.01% | New | 330 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 328 | $10K |
| Binnacle Investments Inc | 0.01% | Add +34.9% | 313 | $9K |
| Transce3nd, LLC | 0.00% | No change | 306 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 306 | $9K |
| Kozak & Associates, Inc. | 0.00% | Add +1.4% | 287 | $9K |
| CGC Financial Services, LLC | 0.00% | No change | 296 | $9K |
| Citizens National Bank Trust Department | 0.00% | No change | 295 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.1% | 279 | $8K |
| High Note Wealth, LLC | 0.00% | No change | 274 | $8K |
| Park Place Capital Corp | 0.00% | No change | 258 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -16.1% | 260 | $8K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 258 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 257 | $8K |
| Evelyn Partners Asset Management Ltd | 0.00% | Reduce -93.4% | 257 | $8K |
| Morse Asset Management, Inc | 0.00% | New | 253 | $8K |
| Clean Yield Group | 0.00% | No change | 250 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 247 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 245 | $7K |
| Gold Investment Management Ltd. | 0.00% | Add +1.7% | 238 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -56.0% | 236 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 226 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 197 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 222 | $7K |
| IMG Wealth Management, Inc. | 0.00% | No change | 212 | $6K |
| Security National Bank | 0.00% | Add +2857.1% | 207 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 205 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 213 | $6K |
| Lavaca Capital LLC | 0.00% | No change | 200 | $6K |
| MTM Investment Management, LLC | 0.00% | New | 200 | $6K |
| Bellwether Advisors, LLC | 0.00% | No change | 200 | $6K |
| Federated Hermes, Inc. | 0.00% | No change | 196 | $6K |
| Sierra Ocean, LLC | 0.00% | Reduce -30.8% | 189 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 180 | $5K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -55.8% | 176 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.9% | 175 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.7% | 175 | $5K |
| SWAN Capital LLC | 0.00% | Add +295.4% | 170 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 200 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 165 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 164 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 161 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +492.3% | 154 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 154 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +305.4% | 150 | $4K |
| Pineridge Advisors LLC | 0.00% | Add +2.1% | 148 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -16.1% | 146 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 146 | $4K |
| Alerus Financial NA | 0.00% | New | 144 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 140 | $4K |
| JTC Employer Solutions Trustee Ltd | 0.00% | Reduce -92.6% | 146 | $4K |
| Main Street Group, LTD | 0.00% | Add +0.8% | 132 | $4K |
| Operose Advisors LLC | 0.00% | Reduce -82.7% | 130 | $4K |
| Horizon Investments, LLC | 0.00% | Reduce -99.3% | 128 | $4K |
| Richardson Financial Services Inc. | 0.00% | Reduce -4.6% | 125 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -34.0% | 124 | $4K |
| Consultiva Wealth Management, Corp. | 0.01% | No change | 123 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -12.6% | 118 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 100 | $4K |
| Catherine Avery Investment Management LLC | 0.00% | Add +1.9% | 110 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 100 | $3K |
| Graney & King, LLC | 0.00% | No change | 106 | $3K |
| Hemington Wealth Management | 0.00% | No change | 120 | $3K |
| Boreal Capital Management LLC | 0.00% | — | 100 | $3K |
| Hoertkorn Richard Charles | 0.00% | No change | 100 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 100 | $3K |
| Sachetta, LLC | 0.00% | No change | 100 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 83 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 82 | $2K |
| YANKCOM Partnership | 0.00% | No change | 82 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 73 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 69 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -10.5% | 68 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 66 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 66 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -89.6% | 58 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -39.3% | 54 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | Add +1.9% | 54 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | New | 53 | $2K |
| Financial Freedom, LLC | 0.00% | Add +1.9% | 53 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 50 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 50 | $1K |
| Ridgewood Investments LLC | 0.00% | No change | 44 | $1K |
| Avalon Trust Co | 0.00% | No change | 40 | $1K |
| IAG Wealth Partners, LLC | 0.00% | No change | 40 | $1K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.7% | 38 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -63.1% | 38 | $1K |
| Traub Capital Management LLC | 0.00% | — | 37 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +3.5% | 30 | $911 |
| Redwood Park Advisors LLC | 0.00% | Add +3.6% | 29 | $861 |
| Kilter Group LLC | 0.00% | New | 27 | $809 |
| Fiduciary Advisors, Inc. | 0.00% | Add +4.0% | 26 | $773 |
| Abound Wealth Management | 0.00% | No change | 24 | $719 |
| DecisionPoint Financial, LLC | 0.00% | New | 20 | $610 |
| Clark Wealth Partners | 0.00% | Add +9.1% | 12 | $349 |
| Team Financial Group, LLC | 0.00% | New | 10 | $314 |
| Rise Advisors, LLC | 0.00% | Reduce -98.4% | 10 | $307 |
| Harbor Asset Planning, Inc. | 0.00% | — | 9 | $274 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 5 | $150 |
"% of holder's portfolio" is BP's weight in each manager's 13F, not the share of BP PLC-Spons ADR the manager owns.