Capital One FinancialCOF

13F holders, Q2 2025 (June 30)
1,962holders +559
618new positions
65sold out
22famous investors
$212.08avg. 13F price*

At the end of Q2 2025, 1,962 institutions reported holding Capital One Financial Corp. (COF) in their 13F filings, up 559 from Q1 2025. 618 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($12.0B), BlackRock, Inc. ($10.8B) and State Street Corp. ($5.9B). 22 famous investors held it, including Glenn Greenberg (8.9% of Brave Warrior Advisors's portfolio), Dan Loeb (5.1% of Third Point's portfolio) and Stephen Mandel (4.7% of Lone Pine Capital's portfolio).

Company
Capital One Financial Corp.
Sector
Finance
CUSIP
14040H105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,165Q1 2024Q2 2024: 1,198Q2 2024Q3 2024: 1,227Q3 2024Q4 2024: 1,361Q4 2024Q1 2025: 1,403Q1 2025Q2 2025: 1,962Q2 2025Q3 2025: 2,002Q3 2025Q4 2025: 2,212Q4 2025Q1 2026: 2,082Q1 2026Q2 2026: 2,128Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions618$4.7B
Exits65$355.0M

All 13F filers, Q1 2025 → Q2 2025: 206,929,350 shares bought and 12,071,701 shares sold, net +194,857,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,962 holders

Vanguard Group Inc. 0.19% Add +74.8% 56,380,913 $12.0B
BlackRock, Inc. 0.21% Add +80.6% 50,951,808 $10.8B
State Street Corp. 0.22% Add +63.4% 27,780,128 $5.9B
Capital World Investors 0.81% Add +618.3% 25,964,261 $5.5B
FMR LLC 0.20% Add +48.2% 16,585,504 $3.5B
JPMorgan Chase & Co. 0.22% Add +12.8% 15,319,091 $3.3B
Geode Capital Management, LLC 0.21% Add +64.1% 14,008,841 $3.0B
Dodge & Cox 1.54% Reduce -21.0% 12,856,456 $2.7B
Franklin Resources Inc. 0.60% Reduce -2.6% 10,499,089 $2.2B
Harris Associates (Oakmark Funds) 3.48% Add +2.2% 10,068,086 $2.1B
Davis Selected Advisers 10.19% Reduce -0.5% 8,955,742 $1.9B
Capital Research Global Investors 0.35% Add +23.5% 8,123,327 $1.7B
Morgan Stanley 0.11% Add +108.0% 8,101,991 $1.7B
Norges Bank 0.21% Add +138.0% 7,997,325 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +66.1% 7,768,393 $1.7B
Aristotle Capital Management, LLC 3.18% Reduce -0.1% 7,760,720 $1.7B
Fisher Asset Management 0.65% Reduce -6.3% 7,653,681 $1.6B
Northern Trust Corp. 0.21% Add +65.3% 7,260,459 $1.5B
Berkshire Hathaway 0.59% No change 7,150,000 $1.5B
Bank of New York Mellon Corp 0.28% Add +41.3% 7,011,073 $1.5B
Eagle Capital Management LLC 4.78% Add +30.2% 6,813,131 $1.4B
Goldman Sachs Group Inc. 0.23% Add +86.6% 6,600,016 $1.4B
Bank of America Corp. 0.11% Add +12.1% 6,286,006 $1.3B
Viking Global Investors 3.49% Add +23.5% 5,671,358 $1.2B
Invesco Ltd. 0.20% Add +18.0% 5,505,615 $1.2B
Pzena Investment Management LLC 3.75% Reduce -2.6% 5,421,535 $1.2B
Dimensional Fund Advisors LP 0.23% Add +81.3% 4,666,224 $992.7M
Charles Schwab Investment Management Inc. 0.16% Add +63.9% 4,394,866 $935.1M
Legal & General Group Plc 0.21% Add +64.0% 3,950,610 $840.5M
T. Rowe Price Associates Inc. 0.09% Add +156.8% 3,639,926 $774.4M
Citadel Advisors 0.67% Add +36.7% 3,553,889 $756.1M
Amundi 0.24% Add +321.6% 3,108,512 $680.2M
Lone Pine Capital 4.75% Reduce -3.0% 3,080,633 $655.4M
Royal Bank of Canada 0.13% Add +5.6% 3,062,565 $651.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.85% Add +36.7% 2,910,758 $619.3M
UBS Group AG 0.12% Add +53.9% 2,642,457 $562.2M
Newport Trust Company, LLC 1.31% Reduce -0.2% 2,562,973 $545.3M
Boston Partners 0.59% New 2,513,916 $534.8M
Samlyn Capital, LLC 7.62% Add +64.2% 2,460,455 $523.5M
Marshall Wace, LLP 0.62% Reduce -2.4% 2,429,456 $516.9M
Voya Investment Management LLC 0.58% Add +141.4% 2,387,027 $507.9M
Egerton Capital (UK) LLP 5.09% Add +161.7% 2,333,642 $496.5M
Canada Pension Plan Investment Board 0.42% Add +619.6% 2,325,208 $494.7M
Meritage Group LP 13.51% Add +12.3% 2,318,833 $493.4M
Nuveen, LLC 0.14% Add +193.4% 2,317,152 $493.0M
Janus Henderson Group PLC 0.24% Add +0.4% 2,302,275 $489.8M
Clearbridge Investments, LLC 0.37% Reduce -31.8% 2,142,643 $455.9M
Ruane, Cunniff & Goldfarb L.P. 7.72% Reduce -0.6% 2,117,016 $450.4M
Deutsche Bank AG 0.16% Add +89.6% 2,069,619 $440.3M
Alliancebernstein L.P. 0.14% Add +61.8% 1,969,661 $419.1M
Capital International Investors 0.07% Add +178.5% 1,943,200 $413.3M
Swiss National Bank 0.25% Add +80.0% 1,935,516 $411.8M
Arrowstreet Capital, Limited Partnership 0.28% Add +34.3% 1,887,957 $401.7M
HSBC Holdings PLC 0.25% Add +23.6% 1,829,065 $390.2M
Brave Warrior Advisors 8.94% Add +190.2% 1,832,991 $390.0M
Sessa Capital IM, L.P. 11.72% New 1,810,233 $385.1M
Third Point 5.10% Add +71.8% 1,804,204 $383.9M
Neuberger Berman Group LLC 0.29% Add +49.4% 1,760,934 $374.6M
Envestnet Asset Management Inc. 0.10% Add +134.0% 1,585,192 $337.3M
Barclays PLC 0.13% Add +33.7% 1,534,453 $326.5M
AQR Capital Management 0.27% Add +40.6% 1,512,814 $321.9M
National Pension Service 0.27% Add +72.7% 1,493,636 $317.8M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +57.8% 1,469,557 $312.7M
Rokos Capital Management LLP 5.27% New 1,458,965 $310.4M
Ensign Peak Advisors, Inc 0.53% Add +107.4% 1,443,187 $307.1M
KBC Group NV 0.82% Add +68.0% 1,434,107 $305.1M
Barrow Hanley Mewhinney & Strauss LLC 0.95% New 1,331,368 $283.3M
Junto Capital Management LP 5.94% Add +54.5% 1,318,244 $280.5M
Wells Fargo & Company 0.06% Add +28.8% 1,308,458 $278.4M
Millennium Management 0.25% Reduce -51.6% 1,269,429 $270.1M
Holocene Advisors, LP 0.65% Add +20.3% 1,241,172 $264.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +81.6% 1,224,055 $260.4M
California Public Employees Retirement System 0.16% Add +76.4% 1,201,945 $255.7M
Rhumbline Advisers 0.22% Add +67.1% 1,190,239 $253.2M
D1 Capital Partners 3.43% Add +43.3% 1,162,000 $247.2M
Maverick Capital 3.64% Add +134.7% 1,114,960 $237.2M
Los Angeles Capital Management LLC 0.88% Add +60.0% 1,100,765 $234.2M
Wellington Management Group LLP 0.04% Add +1031.6% 1,065,610 $226.7M
Hotchkis & Wiley Capital Management LLC 0.73% Reduce -1.3% 1,055,814 $224.6M
Point72 Asset Management 0.56% Add +2.6% 1,054,593 $224.4M
Ameriprise Financial Inc. 0.06% Add +137.3% 1,052,809 $224.0M
PointState Capital LP 4.76% Reduce -11.3% 1,035,510 $220.3M
Southpoint Capital Advisors LP 5.36% Reduce -13.0% 1,000,000 $212.8M
California State Teachers Retirement System 0.23% Add +95.0% 969,189 $206.2M
Thrivent Financial for Lutherans 0.45% Add +65.3% 946,613 $201.4M
ANTIPODES PARTNERS Ltd 6.21% Reduce -13.2% 941,112 $200.2M
Castle Hook Partners LP 2.89% New 924,157 $196.6M
Raymond James Financial Inc. 0.07% Add +24.2% 902,560 $192.0M
Prudential Financial Inc. 0.25% Add +335.0% 897,606 $191.0M
AustralianSuper Pty Ltd 0.91% Add +16.8% 844,393 $179.7M
Artemis Investment Management LLP 2.25% Add +84.5% 820,363 $174.5M
Ontario Teachers Pension Plan Board 3.69% New 818,194 $174.1M
New York State Common Retirement Fund 0.22% Add +59.2% 776,823 $165.3M
Assenagon Asset Management S.A. 0.26% Add +1577.3% 773,281 $164.5M
Palestra Capital Management LLC 4.82% Reduce -10.1% 764,400 $162.6M
Robeco Institutional Asset Management B.V. 0.26% Reduce -2.2% 753,141 $160.2M
Vaughan Nelson Investment Management, L.P. 1.48% New 742,471 $158.0M
CANADA LIFE ASSURANCE Co 0.25% Add +77.8% 740,963 $157.8M
Sei Investments Co. 0.18% Add +6.0% 739,426 $157.3M
Fiduciary Management Inc. 1.49% New 727,077 $154.7M
Russell Investments Group, Ltd. 0.19% Add +39.6% 709,619 $150.8M
Macquarie Group Ltd. 0.18% Reduce -14.5% 703,877 $149.8M
Principal Financial Group Inc. 0.08% Add +65.4% 703,526 $149.7M
CAS Investment Partners, LLC 7.28% Reduce -1.0% 702,181 $149.4M
Citigroup Inc. 0.10% Add +60.4% 666,518 $141.8M
Corient Private Wealth LP 0.18% Add +734.6% 648,927 $138.1M
Bank of Montreal 0.07% Add +50.9% 646,259 $137.5M
Alua Capital Management LP 9.38% Add +55.7% 642,586 $136.7M
1832 Asset Management L.P. 0.23% Add +438.9% 626,725 $133.3M
Alyeska Investment Group, L.P. 0.47% Reduce -27.7% 626,454 $133.3M
New York State Teachers Retirement System 0.27% Add +76.1% 615,449 $130.9M
TOMS Capital Investment Management LP 9.70% New 615,000 $130.8M
State Board of Administration of Florida Retirement System 0.23% Add +70.2% 606,633 $129.1M
Canoe Financial LP 1.84% New 606,238 $129.0M
Natixis Advisors, LLC 0.20% Add +260.4% 592,668 $126.1M
Hudson Bay Capital Management LP 0.93% Reduce -8.5% 592,523 $126.1M
Bain Capital Public Equity Management II, LLC 5.94% New 589,392 $125.4M
BNP Paribas Financial Markets 0.10% Reduce -25.3% 572,298 $121.8M
Adage Capital Partners Gp, L.L.C. 0.20% New 565,828 $120.4M
Federated Hermes, Inc. 0.22% Add +11.4% 557,359 $118.6M
Truist Financial Corp. 0.17% Add +172.1% 548,441 $116.7M
Primecap Management Co. 0.09% New 545,321 $116.0M
D. E. Shaw & Co. 0.12% Add +58.9% 540,736 $115.0M
Sound Shore Management Inc 3.86% Reduce -11.2% 532,945 $113.4M
Zurich Insurance Group Ltd 0.88% Add +48.9% 532,523 $113.3M
First Manhattan Co. Llc. 0.31% Add +0.1% 519,289 $110.5M
Senator Investment Group LP 4.19% Add +230.9% 510,134 $108.5M
Panagora Asset Management Inc. 0.49% Add +32.9% 509,084 $108.3M
Allianz Asset Management GmbH 0.14% Add +192.0% 507,275 $107.9M
Abrams Bison Investments, LLC 9.92% Reduce -6.4% 500,000 $106.4M
Aviva PLC 0.22% Add +86.8% 499,114 $106.2M
140 Summer Partners LP 13.72% Add +93.6% 498,498 $106.1M
National Bank of Canada 0.11% Add +101.8% 488,153 $103.9M
Aberdeen Group plc 0.17% Add +76.2% 479,609 $102.0M
LPL Financial LLC 0.03% Add +67.4% 468,483 $99.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% Add +61.7% 465,232 $99.0M
Balyasny Asset Management L.P. 0.23% Add +2549.3% 460,044 $97.9M
Schroder Investment Management Group 0.08% Add +128.9% 445,457 $94.8M
M&G PLC 0.54% New 442,699 $94.3M
Mackenzie Financial Corp. 0.12% Add +19.2% 436,782 $92.9M
Stifel Financial Corp. 0.09% Add +68.1% 433,512 $92.2M
Toronto Dominion Bank 0.20% Add +190.6% 428,647 $91.2M
Caisse de depot et placement du Quebec 0.19% Add +592.0% 427,845 $91.0M
Treasurer of the State of North Carolina 0.29% Add +79.1% 423,255 $90.1M
PNC Financial Services Group, Inc. 0.06% Add +110.0% 420,683 $89.5M
Storebrand Asset Management As 0.25% Add +66.2% 411,890 $87.6M
Lansforsakringar Fondforvaltning AB (publ) 0.50% Add +9.1% 408,537 $86.9M
Bronte Capital Management Pty Ltd. 6.53% New 346,950 $83.2M
Commerce Bank 0.49% Add +9.3% 386,358 $82.2M
State of Wisconsin Investment Board 0.20% Add +71.0% 386,004 $82.1M
Pictet Asset Management Holding SA 0.08% Add +67.6% 384,964 $81.9M
American Century Companies Inc. 0.04% Add +207.6% 382,492 $81.4M
Korea Investment CORP 0.18% Add +79.0% 377,322 $80.3M
Teewinot Capital Advisers, L.L.C. 6.48% New 370,803 $78.9M
Manufacturers Life Insurance Company, The 0.07% Add +61.2% 367,126 $78.1M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +48.4% 351,806 $74.9M
Chevy Chase Trust Holdings, LLC 0.21% Add +68.3% 340,633 $72.5M
Squarepoint Ops LLC 0.16% Add +3.7% 337,095 $71.7M
Central Securities Corp 6.29% Add +11.7% 335,000 $71.3M
SG Americas Securities, LLC 0.32% Add +15.4% 332,456 $70.7M
Point72 Europe (London) LLP 3.61% New 329,517 $70.1M
Northwestern Mutual Wealth Management Co. 0.05% Add +60.2% 325,321 $69.2M
Blackstone Inc. 0.31% Reduce -12.2% 325,000 $69.1M
Victory Capital Management Inc. 0.04% Add +124.7% 324,489 $69.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +61.6% 324,322 $69.0M
683 Capital Management, LLC 7.35% Add +4.4% 321,500 $68.4M
Jupiter Asset Management Ltd. 0.57% Add +446.1% 320,462 $68.2M
Freestone Grove Partners LP 0.51% Add +10.5% 319,952 $68.1M
Danske Bank A/S 0.17% Add +95.1% 318,621 $67.8M
APG Asset Management N.V. 0.20% Add +52.0% 369,308 $66.9M
Cerity Partners LLC 0.12% Add +201.1% 313,895 $66.8M
KLP Kapitalforvaltning As 0.29% Add +202.6% 311,762 $66.3M
Moore Capital Management, LP 1.40% Add +131.3% 306,980 $65.3M
Nisa Investment Advisors, LLC 0.29% Add +96.7% 303,706 $64.6M
Public Employees Retirement System of Ohio 0.21% Add +56.8% 294,145 $62.6M
Royal London Asset Management Ltd. 0.14% Add +63.2% 286,799 $61.0M
RNC Capital Management LLC 2.95% Reduce -0.3% 285,627 $60.8M
Bruni J V & Co. 6.38% New 284,764 $60.6M
Capital International, Inc. 0.58% Add +689.3% 282,024 $60.0M
Asset Management One Co., Ltd. 0.19% Add +63.1% 279,318 $59.4M
Swedbank AB 0.07% Add +311.1% 277,349 $59.0M
Jefferies Financial Group Inc. 1.02% Add +824.1% 277,244 $59.0M
Hosking Partners LLP 2.30% Reduce -4.6% 271,816 $57.8M
Callodine Capital Management, LP 5.85% Add +77.1% 265,708 $56.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.38% Add +58.4% 258,922 $55.1M
Pinebridge Investments, L.P. 0.43% Add +38.6% 253,002 $53.8M
Burney Co./ 1.80% Add +210.5% 250,622 $53.3M
Artisan Partners Limited Partnership 0.08% New 250,503 $53.3M
Associated Banc-Corp 1.49% Add +1643.8% 246,764 $52.5M
Susquehanna International Group, LLP 0.08% Reduce -25.1% 243,993 $51.9M
TD Asset Management Inc 0.04% Add +65.8% 243,404 $51.8M
Ossiam 0.58% Add +387.5% 242,117 $51.5M
Discovery Capital Management, LLC / CT 4.09% New 241,510 $51.4M
Mn Services Vermogensbeheer B.V. 0.35% Add +69.4% 239,063 $50.9M
Quantinno Capital Management LP 0.22% Add +135.0% 236,558 $50.3M
M.D. Sass, LLC 4.05% Reduce -3.0% 236,269 $50.3M
Basswood Capital Management, L.L.C. 2.47% Add +46.0% 232,710 $49.5M
Clarkston Capital Partners, LLC 1.05% Reduce -2.1% 232,262 $49.4M
AMF Tjanstepension AB 0.32% Add +130.9% 228,371 $48.6M
Rockefeller Capital Management L.P. 0.11% Add +180.4% 228,005 $48.5M
Bank of Nova Scotia 0.10% Add +413.5% 225,360 $47.9M
State of Tennessee, Department of Treasury 0.17% Add +61.9% 224,266 $47.7M
Ceredex Value Advisors LLC 1.02% Reduce -43.0% 222,627 $47.4M
Andra AP-fonden 0.65% Add +146.5% 221,131 $47.0M
Resona Asset Management Co.,Ltd. 0.23% Add +74.1% 218,416 $46.4M
Nomura Asset Management Co. Ltd. 0.13% Add +73.6% 215,966 $45.9M
Rafferty Asset Management, LLC 0.15% Add +70.2% 214,517 $45.6M
State of New Jersey Common Pension Fund D 0.18% Add +68.0% 214,000 $45.5M
O'shaughnessy Asset Management, LLC 0.31% Add +45.5% 213,482 $45.4M
Handelsbanken Fonder AB 0.16% Add +97.1% 211,838 $45.1M
GMO 0.14% Reduce -16.0% 211,123 $44.9M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +552.1% 207,015 $44.0M
Ofi Invest Asset Management 1.09% Add +8.4% 241,582 $43.8M
Skandinaviska Enskilda Banken AB (publ) 0.19% Add +17.9% 204,341 $43.5M
STRS Ohio 0.16% Add +48.8% 204,334 $43.5M
Dendur Capital LP 4.07% New 202,000 $43.0M
Allspring Global Investments Holdings, LLC 0.07% Reduce -5.0% 199,069 $42.8M
MML Investors Services, LLC 0.12% Add +456.3% 197,936 $42.1M
Commonwealth Equity Services, LLC 0.05% Add +31.6% 194,194 $41.3M
Montanova Capital, LLC 1.56% Reduce -20.8% 194,160 $41.3M
Delta Global Management LP 2.74% Add +1039.2% 193,166 $41.1M
Bridgewater Associates 0.17% Add +14.2% 192,576 $41.0M
Seizert Capital Partners, LLC 1.77% Add +0.9% 189,598 $40.3M
Thornburg Investment Management Inc. 0.52% Reduce -0.3% 189,290 $40.3M
Ariel Investments 0.45% Reduce -35.3% 188,311 $40.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.36% Add +78.8% 187,704 $39.9M
Arizona State Retirement System 0.23% Add +67.1% 186,922 $39.8M
Gateway Investment Advisers LLC 0.43% Add +9852.3% 186,107 $39.6M
Teachers Retirement System of the State of Kentucky 0.32% Add +12.6% 184,021 $39.2M
Keybank National Association 0.15% Add +3713.5% 183,924 $39.1M
State of Michigan Retirement System 0.20% Add +65.2% 182,664 $38.9M
Fernbridge Capital Management LP 1.83% Reduce -16.6% 180,782 $38.5M
Levin Capital Strategies, L.P. 3.76% Add +2564.8% 179,845 $38.3M
Laurion Capital Management LP 4.55% New 176,638 $37.6M
Shellback Capital, LP 2.50% New 176,564 $37.6M
First Trust Advisors LP 0.03% Add +11.5% 176,319 $37.5M
Calamos Advisors LLC 0.23% New 175,997 $37.4M
Troluce Capital Advisors LLC 18.35% New 169,400 $36.0M
Creative Planning 0.03% Add +127.1% 167,696 $35.7M
Comerica Bank 0.14% Add +58.7% 165,581 $35.2M
MetLife Investment Management, LLC 0.20% Add +64.5% 162,794 $34.6M
Adams Diversified Equity Fund, Inc. 1.20% New 157,670 $33.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +80.0% 156,872 $33.4M
Osaic Holdings, Inc. 0.06% Add +97.5% 160,487 $33.4M
Czech National Bank 0.26% Add +78.6% 156,346 $33.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.80% New 155,339 $33.0M
PB Investment Partners, L.P. 22.32% Add +2.3% 154,259 $32.8M
Heritage Investors Management Corp. 1.04% Add +12.9% 154,146 $32.8M
Empyrean Capital Partners, LP 1.66% New 150,000 $31.9M
Ostrum Asset Management 1.49% Add +7916.3% 149,023 $31.7M
Fifth Third Bancorp 0.11% Add +359.9% 146,694 $31.2M
Cetera Investment Advisers 0.05% Add +82.7% 145,419 $30.9M
Polaris Capital Management, LLC 2.03% Reduce -27.1% 143,465 $30.5M
ProShare Advisors LLC 0.06% Add +58.6% 141,566 $30.1M
Exchange Traded Concepts, LLC 0.38% Add +1.6% 141,081 $30.0M
Cobalt Capital Management, Inc. 13.98% Add +64.7% 140,000 $29.8M
Tredje AP-fonden 0.24% No change 140,000 $29.8M
Retirement Systems of Alabama 0.10% Add +67.5% 137,250 $29.2M
Cramer Rosenthal McGlynn LLC 2.01% Add +38.8% 137,168 $29.2M
Mariner, LLC 0.04% Add +71.1% 136,435 $29.0M
M&T Bank Corp 0.10% Add +14.1% 135,580 $28.8M
Blair William & Co. 0.08% Add +66.8% 134,114 $28.5M
Edgar Lomax Co. 1.79% Reduce -1.6% 133,060 $28.3M
Destination Wealth Management 0.82% Reduce -4.5% 132,178 $28.1M
Public Sector Pension Investment Board 0.12% Add +29.1% 131,680 $28.0M
One Fin Capital Management LP 10.32% New 131,536 $28.0M
IFM Investors Pty Ltd 0.27% Add +64.8% 131,256 $27.9M
Forsta Ap-Fonden 0.18% Add +77.8% 128,394 $27.3M
Saraza Management, LP 6.42% Reduce -4.6% 125,000 $26.6M
NorthCoast Asset Management LLC 0.11% Reduce -17.7% 124,036 $26.4M
DNB Asset Management AS 0.11% Add +73.1% 122,745 $26.1M
Baird Financial Group, Inc. 0.05% Add +68.9% 122,647 $26.1M
MUFG Securities EMEA plc 1.18% New 122,255 $26.0M
Mediolanum International Funds Ltd 0.31% Add +6468.0% 122,362 $25.8M
Amalgamated Bank 0.20% Add +63.4% 121,284 $25.8M
HighTower Advisors, LLC 0.03% Add +79.2% 121,063 $25.8M
QRG Capital Management, Inc. 0.22% Add +0.9% 120,920 $25.7M
Glenmede Investment Management, LP 0.13% — 119,222 $25.4M
Picton Mahoney Asset Management 0.35% Add +142.1% 117,443 $25.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +259.8% 111,986 $24.7M
Vontobel Holding Ltd. 0.08% Add +576.3% 116,128 $24.7M
HRT Financial LP 0.11% New 115,708 $24.6M
Pathstone Holdings, LLC 0.10% Add +105.1% 115,165 $24.5M
J. Safra Sarasin Holding AG 0.42% New 113,093 $24.1M
Daiwa Securities Group Inc. 0.09% Add +61.9% 112,937 $24.0M
Teacher Retirement System of Texas 0.10% Add +52.6% 112,038 $23.8M
Jones Financial Companies LLLP 0.02% Add +44.8% 109,954 $23.2M
Janney Montgomery Scott LLC 0.06% Add +9.3% 107,810 $22.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +82.6% 107,188 $22.8M
Mercer Global Advisors Inc. 0.05% Add +26.1% 107,083 $22.8M
Wealthfront Advisers LLC 0.06% Add +147.6% 106,098 $22.6M
Walleye Capital LLC 0.23% New 106,024 $22.6M
Westwood Holdings Group Inc. 0.16% New 105,383 $22.4M
14B Captial Management LP 9.18% New 105,000 $22.3M
Utah Retirement Systems 0.23% Add +65.9% 103,981 $22.1M
State of Alaska, Department of Revenue 0.24% Add +35.4% 103,855 $22.1M
Natixis 0.11% New 103,839 $22.1M
Xponance LLC 0.18% Add +64.2% 103,290 $22.0M
Aware Super Pty Ltd as trustee of Aware Super 0.32% Add +294.9% 102,957 $21.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +72.7% 102,867 $21.9M
Assetmark, Inc. 0.05% Add +21.1% 102,036 $21.7M
Varma Mutual Pension Insurance Co 0.16% Add +44.6% 101,282 $21.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +38.0% 100,604 $21.4M
Cna Financial Corp. 10.92% Add +33.3% 100,000 $21.3M
Loews Corp 0.18% Add +33.3% 100,000 $21.3M
American Assets Investment Management, LLC 1.70% No change 99,500 $21.2M
Ieq Capital, LLC 0.13% Add +236.1% 99,066 $21.1M
Old National Bancorp 0.38% Reduce -15.0% 99,050 $21.1M
Busey Bank 0.64% Add +3740.6% 98,474 $21.0M
Quadrature Capital Ltd 0.36% Add +544.6% 97,044 $20.6M
U.S. Capital Wealth Advisors, LLC 0.60% Add +6551.2% 96,708 $20.6M
US Bancorp \de 0.03% Add +58.1% 96,413 $20.5M
USS Investment Management Ltd 0.13% Add +78.9% 96,253 $20.5M
Whittier Trust Co. 0.25% Add +17.7% 96,110 $20.4M
New York Life Investment Management LLC 0.19% Add +69.8% 95,678 $20.4M
Police & Firemen's Retirement System of New Jersey 0.19% Add +72.6% 95,552 $20.3M
Sanctuary Advisors, LLC 0.13% Add +39.5% 95,477 $20.3M
Vanguard Personalized Indexing Management, LLC 0.23% Add +105.6% 94,964 $20.3M
Yousif Capital Management, LLC 0.22% Add +66.0% 94,939 $20.2M
NorthCrest Asset Manangement, LLC 0.53% Add +0.3% 90,054 $19.9M
Deprince Race & Zollo Inc. 0.41% New 93,160 $19.8M
Hantz Financial Services, Inc. 0.32% Add +15.4% 92,778 $19.7M
Capstone Investment Advisors, LLC 0.20% Add +559.1% 92,098 $19.6M
Cercano Management LLC 0.55% New 91,145 $19.4M
Markel Group 0.16% No change 91,000 $19.4M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +50.6% 90,192 $19.2M
Swiss Life Asset Management Ltd 0.12% Add +60.3% 89,492 $19.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +80.7% 89,353 $19.0M
Park National Corp. 0.63% Add +180.0% 89,235 $19.0M
ExodusPoint Capital Management, LP 0.23% Add +23.5% 89,155 $19.0M
Vinva Investment Management Ltd 0.49% Add +36.4% 89,401 $18.9M
CIBC Asset Management Inc 0.06% Add +53.9% 88,505 $18.8M
Atlantic Union Bankshares Corp 0.42% Add +2911.7% 87,461 $18.6M
LMCG Investments, LLC 1.17% Reduce -3.1% 87,398 $18.6M
DekaBank Deutsche Girozentrale 0.03% Add +4.2% 87,554 $18.5M
Point72 (DIFC) Ltd 1.46% New 85,893 $18.3M
Farmers & Merchants Investments Inc. 0.53% Reduce -2.7% 85,784 $18.3M
Eldred Rock Partners, LLC 5.54% New 85,664 $18.2M
Oppenheimer Asset Management Inc. 0.21% Add +0.4% 85,650 $18.2M
Public Employees Retirement Association of Colorado 0.07% Add +65.8% 85,461 $18.2M
Captrust Financial Advisors 0.04% Add +75.8% 84,586 $18.0M
Stony Point Capital LLC 1.42% New 84,544 $18.0M
Illinois Municipal Retirement Fund 0.24% Add +51.6% 83,490 $17.8M
Kelly Lawrence W & Associates Inc. 4.60% Reduce -3.0% 80,780 $17.2M
Cibc World Markets Corp. 0.11% Add +75.0% 80,482 $17.1M
Nissay Asset Management Corp. /Japan 0.10% Add +67.2% 80,029 $17.0M
W1M Investment Management Ltd 0.23% Add +122.8% 79,271 $16.9M
Callan Family Office, LLC 0.53% Add +385.9% 78,298 $16.7M
Moran Wealth Management, LLC 0.51% New 77,988 $16.6M
Schonfeld Strategic Advisors LLC 0.12% Add +2839.1% 77,857 $16.6M
Susquehanna Fundamental Investments, LLC 0.44% New 77,582 $16.5M
Thompson Siegel & Walmsley LLC 0.28% Add +136.6% 77,548 $16.5M
Cookson Peirce & Co. Inc. 0.73% New 77,475 $16.5M
Mark Asset Management LP 1.97% New 77,450 $16.5M
Unison Advisors LLC 1.83% Add +157.0% 76,900 $16.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -60.7% 75,907 $16.1M
Eisler Capital Management Ltd. 0.55% Reduce -51.2% 75,255 $16.0M
ASR Vermogensbeheer N.V. 0.21% Add +18.2% 74,937 $15.9M
Nordea Investment Management AB 0.01% Add +142.3% 73,968 $15.8M
CCM Investment Advisers LLC 1.69% Add +0.8% 73,562 $15.7M
Mutual of America Capital Management LLC 0.17% Add +65.5% 73,355 $15.6M
Banco Santander, S.A. 0.15% Add +11.5% 72,920 $15.5M
Hutchinson Capital Management 2.82% Reduce -1.5% 72,685 $15.5M
DAVENPORT & Co LLC 0.08% Add +4.6% 71,633 $15.2M
Ethic Inc. 0.27% Add +115.3% 71,800 $15.2M
Capital Group Private Client Services, Inc. 0.13% Add +2448.3% 70,895 $15.1M
Woodline Partners LP 0.08% Add +114.8% 69,187 $14.7M
Meeder Asset Management Inc. 0.90% Add +618.9% 69,064 $14.7M
RBF Capital, LLC 0.73% Add +32.3% 68,916 $14.7M
OP Asset Management Ltd 0.21% Add +72.2% 68,549 $14.6M
D.A. Davidson & Co. 0.10% Add +21.3% 68,311 $14.5M
Brown Advisory Inc. 0.02% Add +22.6% 67,483 $14.4M
Avantax Advisory Services, Inc. 0.08% Add +14.6% 67,414 $14.3M
Cinctive Capital Management LP 0.80% Add +4.0% 67,076 $14.3M
Tidal Investments LLC 0.09% Add +530.0% 66,108 $14.1M
Candriam S.C.A. 0.08% Add +38.9% 65,516 $13.9M
LB Partners LLC 8.70% New 64,056 $13.6M
B. Metzler seel. Sohn & Co. AG 0.13% Add +68.9% 63,946 $13.6M
Blume Capital Management, Inc. 2.77% Add +9.0% 63,864 $13.6M
Interval Partners, LP 0.31% Add +112.0% 63,141 $13.4M
CSM Advisors, LLC 0.39% New 62,939 $13.4M
Park Avenue Securities LLC 0.12% New 62,646 $13.3M
Venator Management LLC 3.43% Add +15.7% 62,397 $13.3M
Tran Capital Management, L.P. 1.54% New 61,627 $13.1M
Abn Amro Investment Solutions 0.26% Add +6.0% 60,747 $12.9M
Alley Investment Management Company, LLC 1.55% New 60,255 $12.8M
Pacer Advisors, Inc. 0.03% Add +163.0% 59,932 $12.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +79.9% 59,167 $12.6M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +241.9% 58,857 $12.5M
Qube Research & Technologies Ltd 0.02% New 58,301 $12.4M
First Fiduciary Investment Counsel, Inc. 2.45% Add +3.1% 58,162 $12.4M
Philadelphia Financial Management of San Francisco, LLC 2.71% New 57,548 $12.2M
Zweig-DiMenna Associates LLC 1.26% New 57,500 $12.2M
AXA S.A. 0.04% Add +33.0% 57,394 $12.2M
Crossmark Global Holdings, Inc. 0.20% Add +53.4% 56,762 $12.1M
Arvest Bank Trust Division 0.70% Add +0.1% 56,050 $11.9M
Renaissance Technologies 0.02% New 55,704 $11.9M
Oregon Public Employees Retirement Fund 0.21% Add +68.9% 55,311 $11.8M
NEOS Investment Management LLC 0.15% Add +110.0% 55,186 $11.7M
Maltese Capital Management LLC 1.66% Add +266.7% 55,000 $11.7M
Flputnam Investment Management Co. 0.20% Add +30.1% 54,991 $11.7M
Elo Mutual Pension Insurance Co 0.23% Add +59.8% 53,478 $11.4M
Federation des caisses Desjardins du Quebec 0.05% Add +65.5% 53,069 $11.3M
Focus Partners Wealth 0.02% Add +122.2% 52,398 $11.1M
Man Group plc 0.02% Reduce -9.9% 52,264 $11.1M
Easterly Investment Partners LLC 0.80% New 52,155 $11.1M
Bailard, Inc. 0.26% Add +22.5% 51,854 $11.0M
Dana Investment Advisors, Inc. 0.36% Add +195.0% 51,713 $11.0M
Ibex Wealth Advisors 1.17% New 51,580 $11.0M
Stolper Co 3.55% New 50,741 $10.8M
Cibc World Market Inc. 0.02% Reduce -5.7% 49,969 $10.6M
Susquehanna Portfolio Strategies, LLC 0.23% New 49,667 $10.6M
Lighthouse Investment Partners, LLC 0.46% Reduce -54.0% 49,582 $10.5M
Sendero Wealth Management, LLC 1.29% Add +7.4% 48,713 $10.4M
Peregrine Asset Advisers, Inc. 3.21% New 48,290 $10.3M
Dark Forest Capital Management LP 0.41% Add +319.8% 48,281 $10.3M
Phoenix Financial Ltd. 0.13% Add +11.8% 47,997 $10.2M
LSV Asset Management 0.02% New 47,828 $10.2M
Dakota Wealth Management 0.21% Add +2.0% 47,500 $10.1M
Great Lakes Advisors, LLC 0.08% Add +53.0% 47,344 $10.1M
Alpha Omega Wealth Management LLC 1.80% Reduce -0.8% 47,174 $10.0M
Atria Investments, Inc 0.12% Add +31.5% 47,140 $10.0M
Pinnacle Associates Ltd. 0.14% Add +186.2% 46,227 $9.8M
Nomura Holdings Inc. 0.08% Reduce -68.6% 46,144 $9.8M
Sienna Gestion 0.67% New 50,047 $9.7M
Cwm, LLC 0.03% Add +163.4% 44,914 $9.6M
Bain Capital Public Equity, LP 6.26% New 44,507 $9.5M
Salem Investment Counselors Inc. 0.30% Add +238.9% 44,437 $9.5M
Oliver Luxxe Assets LLC 1.69% Add +2.8% 44,398 $9.4M
Shell Asset Management Co. 0.33% Add +345.5% 44,334 $9.4M
Mizuho Securities USA LLC 0.20% — 44,213 $9.4M
Concentric Capital Strategies, LP 0.53% New 44,144 $9.4M
King Luther Capital Management Corp. 0.04% Add +1507.1% 44,114 $9.4M
TIG Advisors, LLC 0.51% Reduce -3.9% 43,664 $9.3M
Xcel Wealth Management, LLC 2.69% Add +86.1% 43,614 $9.3M
Martin & Co. Inc. 1.70% New 43,529 $9.3M
Smith Chas P & Associates Pa Cpas 0.52% Add +1490.0% 43,486 $9.3M
Generali Asset Management SPA SGR 0.21% Add +153.0% 43,168 $9.2M
Westpac Banking Corp. 0.61% Add +178.5% 43,079 $9.2M
Financial Strategies Group, Inc. 1.90% Add +2.7% 41,407 $9.1M
Bokf, NA 0.15% Add +134.3% 42,695 $9.1M
Manning & Napier Advisors LLC 0.11% Add +113.0% 42,595 $9.1M
CIBC Private Wealth Group LLC 0.02% Add +135.3% 42,572 $9.1M
Alight Capital Management LP 2.30% New 42,500 $9.0M
William B. Walkup & Associates, Inc. 5.29% Add +654.1% 42,232 $9.0M
BLB&B Advisors, LLC 0.41% Add +72.2% 41,350 $8.8M
Continental Advisors LLC 6.29% Add +10.7% 41,305 $8.8M
Strong Tower Advisory Services 1.73% Add +2.5% 41,284 $8.8M
Avanza Fonder AB 0.26% Add +41.3% 41,228 $8.8M
Whittier Trust Co. of Nevada Inc. 0.20% Add +4.9% 41,043 $8.7M
UniSuper Management Pty Ltd 0.06% Add +42.4% 41,034 $8.7M
Kentucky Retirement Systems 0.25% Add +57.0% 40,592 $8.6M
Vestor Capital, LLC 0.64% Add +33.4% 51,247 $8.6M
PCJ Investment Counsel Ltd. 2.94% New 40,400 $8.6M
Polar Capital Holdings Plc 0.04% New 40,205 $8.6M
Gillson Capital LP 0.65% New 40,000 $8.5M
Lazard Asset Management LLC 0.01% Add +51.7% 39,783 $8.5M
Choreo, LLC 0.12% Add +22.3% 39,582 $8.4M
Palmer Knight Co 3.54% Reduce -19.4% 39,036 $8.3M
Hartford Investment Management Co. 0.26% Add +66.0% 38,549 $8.2M
Kanawha Capital Management LLC 0.61% Reduce -0.9% 38,423 $8.2M
CW Advisors, LLC 0.08% Add +18.1% 38,184 $8.1M
Lakewood Capital Management, LP 0.62% No change 38,000 $8.1M
Banco BTG Pactual S.A. 1.64% New 37,880 $8.1M
Shikiar Asset Management Inc. 2.46% New 37,838 $8.1M
&partners 0.06% Add +127.9% 36,870 $7.9M
Integrated Wealth Concepts LLC 0.08% Add +236.0% 36,685 $7.8M
Nadler Financial Group, Inc. 0.80% Reduce -1.1% 36,574 $7.8M
Kwmg, LLC 0.73% Reduce -0.2% 36,402 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Add +290.2% 36,222 $7.7M
Investment Management Corp of Ontario 0.11% Add +235.0% 36,022 $7.7M
IFG Advisory, LLC 0.39% New 36,015 $7.7M
Campbell Capital Management Inc. 2.99% New 36,002 $7.7M
Beacon Pointe Advisors, LLC 0.08% Add +7.0% 35,272 $7.5M
Huntington National Bank 0.07% Add +7.0% 35,109 $7.5M
Hudson Edge Investment Partners Inc. 1.26% Reduce -1.1% 34,665 $7.4M
Kestra Advisory Services, LLC 0.04% Add +73.5% 34,510 $7.3M
United Capital Financial Advisors, LLC 0.06% Add +122.6% 34,179 $7.3M
Louisiana State Employees Retirement System 0.13% Add +64.4% 33,700 $7.2M
NJ State Employees Deferred Compensation Plan 0.84% Add +284.2% 33,550 $7.1M
Securian Asset Management, Inc. 0.20% Add +65.5% 33,442 $7.1M
Signet Financial Management, LLC 0.89% New 33,435 $7.1M
DRW Securities, LLC 0.50% Add +119.0% 33,223 $7.1M
Coastal Bridge Advisors, LLC 0.59% New 33,122 $7.0M
L2 Asset Management, LLC 1.15% Add +2012.5% 33,061 $7.0M
SCS Capital Management LLC 0.08% Add +1904.0% 33,046 $7.0M
Steward Partners Investment Advisory, LLC 0.05% Add +43.9% 32,956 $7.0M
Gulf International Bank (UK) Ltd 0.24% Add +46.9% 32,500 $6.9M
OMERS ADMINISTRATION Corp 0.05% Add +36.3% 32,351 $6.9M
Vaughan David Investments LLC 0.15% New 32,251 $6.9M
Stablepoint Partners, LLC 1.16% Add +2.7% 32,166 $6.8M
Canada Post Corp Registered Pension Plan 0.40% New 32,042 $6.8M
Tritonpoint Wealth, LLC 0.63% Reduce -30.7% 32,038 $6.8M
Norinchukin Bank, The 0.10% Add +56.6% 31,864 $6.8M
National Philanthropic Trust 0.09% Reduce -0.7% 31,822 $6.8M
Wellington Shields Capital Management, LLC 1.14% Add +0.0% 31,774 $6.8M
IMC-Chicago, LLC 0.17% Reduce -58.1% 31,613 $6.7M
CX Institutional 0.23% Add +16.8% 31,470 $6.7M
Oppenheimer & Co. Inc. 0.09% Add +39.2% 31,371 $6.7M
J. Goldman & Co LP 0.21% New 31,286 $6.7M
Yost Capital Management, LP 9.04% Add +19.2% 31,000 $6.6M
ING Groep NV 0.04% Add +80.9% 30,934 $6.6M
Baker Ellis Asset Management LLC 0.90% New 30,798 $6.6M
Midwest Professional Planners, LTD. 1.71% Add +39.2% 30,609 $6.5M
Maryland State Retirement & Pension System 0.14% Add +72.6% 30,552 $6.5M
Hancock Whitney Corp. 0.12% Add +1467.6% 30,223 $6.4M
BTC Capital Management, Inc. 0.52% New 29,759 $6.3M
New Mexico Educational Retirement Board 0.21% Add +67.0% 29,752 $6.3M
JTC Employer Solutions Trustee Ltd 0.59% Reduce -25.4% 29,320 $6.2M
DF Dent & Co. Inc. 0.08% Add +68.4% 29,239 $6.2M
Orion Porfolio Solutions, LLC 0.05% Add +69.3% 29,194 $6.2M
Tower Research Capital LLC (TRC) 0.17% Add +51.7% 28,772 $6.1M
Seascape Capital Management 1.89% New 28,193 $6.0M
Van Strum & Towne Inc. 1.88% Add +10.8% 28,048 $6.0M
Advisory Services Network, LLC 0.10% Add +141.8% 27,708 $6.0M
CastleKnight Management LP 0.40% New 27,822 $5.9M
Alerus Financial NA 0.42% Add +0.1% 27,497 $5.9M
Linscomb Wealth, Inc. 0.27% Add +6.2% 27,338 $5.8M
Boothbay Fund Management, LLC 0.18% New 27,316 $5.8M
Capital International Sarl 0.11% Add +306.0% 27,296 $5.8M
Metis Global Partners, LLC 0.15% Add +41.0% 27,264 $5.8M
NewEdge Advisors, LLC 0.03% Add +107.3% 27,111 $5.8M
E. Ohman J:or Asset Management AB 0.14% Add +413.8% 26,973 $5.7M
Benson Investment Management Company, Inc. 2.16% New 26,640 $5.7M
Reliant Investment Management, LLC 2.45% New 26,616 $5.7M
Bessemer Group Inc. 0.01% Add +53.6% 26,608 $5.7M
Northwest & Ethical Investments L.P. 0.14% Reduce -1.1% 26,630 $5.7M
Ferguson Wellman Capital Management, Inc. 0.10% Add +167.6% 26,123 $5.6M
Summit Financial, LLC 0.13% Add +543.9% 26,077 $5.5M
Acadian Asset Management LLC 0.01% Reduce -27.9% 25,565 $5.4M
Webster Bank, N. A. 0.55% Add +6.4% 25,184 $5.4M
Quadrant Capital Group LLC 0.19% Add +112.8% 24,855 $5.3M
Guggenheim Capital LLC 0.04% Add +90.2% 24,801 $5.3M
Tiaa Trust, National Association 0.01% Add +54.0% 24,748 $5.3M
WINTON GROUP Ltd 0.27% New 24,745 $5.3M
Covenant Asset Management, LLC 1.08% Add +3.5% 24,653 $5.2M
Private Advisor Group, LLC 0.03% Add +147.7% 24,530 $5.2M
HB Wealth Management, LLC 0.04% Add +69.3% 24,324 $5.2M
Forvis Mazars Wealth Advisors, LLC 0.11% Add +18.2% 24,139 $5.1M
AG2R La Mondiale Gestion D'actifs 0.26% Reduce -1.7% 24,057 $5.1M
Integrated Advisors Network LLC 0.23% Add +467.3% 23,684 $5.0M
Vestmark Advisory Solutions, Inc. 0.07% Add +182.9% 23,622 $5.0M
Synovus Financial Corp. 0.06% Add +1.8% 23,574 $5.0M
HighPoint Advisor Group LLC 0.27% Add +159.2% 23,570 $5.0M
Tocqueville Asset Management L.P. 0.08% Add +14.6% 23,370 $5.0M
Van Eck Associates Corp. 0.01% Reduce -3.5% 23,220 $4.9M
B. Riley Wealth Advisors, Inc. 0.24% Add +186.1% 23,146 $4.9M
Empirical Finance, LLC 0.26% Add +69.2% 22,940 $4.9M
Lido Advisors, LLC 0.03% Add +87.8% 22,903 $4.9M
Cypress Financial Planning LLC 1.59% New 22,801 $4.9M
Soundwatch Capital LLC 0.82% New 1,797,951 $4.8M
Virtu Financial LLC 0.25% New 22,640 $4.8M
LS Investment Advisors, LLC 0.70% Add +1411.8% 22,616 $4.8M
CI Investments Inc. 0.02% Add +917.7% 22,572 $4.8M
MYDA Advisors LLC 1.34% New 22,500 $4.8M
Principal Securities, Inc. 0.09% Add +71.0% 22,131 $4.7M
Lynch & Associates 0.95% New 22,067 $4.7M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +81.8% 21,948 $4.7M
Meeder Advisory Services, Inc. 0.24% Add +66.9% 21,899 $4.7M
New Age Alpha Advisors, LLC 0.20% Add +2.4% 21,613 $4.6M
Daiichi Life Insurance Co., Ltd. 0.13% Add +92.0% 21,238 $4.5M
Glenview Trust Co 0.08% Add +316.7% 21,207 $4.5M
English Capital Management LLC 2.98% No change 21,176 $4.5M
TCTC Holdings, LLC 0.14% New 21,149 $4.5M
Merit Financial Group, LLC 0.05% Add +243.4% 21,093 $4.5M
Two Sigma Investments, LP 0.01% Add +7.7% 21,072 $4.5M
Cannell & Spears LLC 0.09% Add +9.1% 21,062 $4.5M
Florida Trust Wealth Management Co 0.14% Add +177.3% 20,939 $4.5M
Highland Capital Management, LLC 0.24% Add +0.2% 20,920 $4.5M
Trustmark Bank Trust Department 0.30% Add +7.1% 20,635 $4.4M
Eagle Rock Investment Company, LLC 0.69% Reduce -1.0% 20,556 $4.4M
Sterling Capital Management LLC 0.06% Add +10.2% 20,511 $4.4M
Trust Co. of Vermont 0.20% Add +14.8% 20,409 $4.3M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +68.3% 20,405 $4.3M
TD Private Client Wealth LLC 0.11% Add +1241.2% 20,400 $4.3M
Machina Capital S.A.S. 0.90% New 20,251 $4.3M
Savant Capital, LLC 0.03% Add +163.1% 20,185 $4.3M
Brighton Jones LLC 0.12% Add +45.9% 20,123 $4.3M
Twin Capital Management Inc. 0.45% Add +2.1% 20,062 $4.3M
Robertson Stephens Wealth Management, LLC 0.15% New 19,985 $4.3M
Birnam Oak Advisors, LP 1.26% New 19,833 $4.2M
Concurrent Investment Advisors, LLC 0.08% Add +11.4% 19,819 $4.2M
River Wealth Advisors LLC 0.52% Add +27.9% 19,755 $4.2M
Montag A & Associates Inc. 0.20% Add +71.9% 19,680 $4.2M
J.W. Cole Advisors, Inc. 0.09% Add +210.3% 19,612 $4.2M
Ascent Group, LLC 0.16% Add +9.5% 19,574 $4.2M
Benjamin Edwards Inc. 0.05% Add +110.7% 19,388 $4.1M
EJF Capital LP 3.28% Reduce -16.0% 19,379 $4.1M
Trivium Point Advisory, LLC 0.45% Add +3.7% 19,297 $4.1M
Cadence Bank 0.27% Add +2.9% 19,263 $4.1M
Heritage Trust Co 0.47% Add +1.8% 19,182 $4.1M
Vista Investment Management 1.51% Add +71.7% 19,180 $4.1M
Johnson Financial Group, Inc. 0.18% Reduce -5.2% 19,083 $4.1M
Kestra Investment Management, LLC 0.12% Add +2495.7% 19,078 $4.1M
Citizens Financial Group Inc. 0.06% Add +101.6% 18,942 $4.0M
Bleakley Financial Group, LLC 0.10% New 18,764 $4.0M
Horizon Investments, LLC 0.06% Add +14.3% 18,679 $4.0M
Verition Fund Management LLC 0.02% Add +465.6% 18,327 $3.9M
Signaturefd, LLC 0.07% Add +92.7% 18,282 $3.9M
Empowered Funds, LLC 0.04% Add +74.3% 18,216 $3.9M
Family Manage LLC 0.59% New 18,129 $3.9M
Thomasville National Bank 0.26% Reduce -14.6% 17,708 $3.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% New 17,701 $3.8M
XTX Topco Ltd 0.16% Add +22.5% 17,658 $3.8M
Bell & Brown Wealth Advisors, LLC 1.33% New 17,503 $3.7M
Tufton Capital Management 0.71% Reduce -1.9% 17,483 $3.7M
Parallax Volatility Advisers, L.P. 0.18% Reduce -81.0% 17,466 $3.7M
Diversified Trust Co. 0.08% Add +10.9% 17,456 $3.7M
Kestra Private Wealth Services, LLC 0.05% Add +198.2% 17,388 $3.7M
Summit Trail Advisors, LLC 0.06% Add +153.0% 17,314 $3.7M
Kentucky Retirement Systems Insurance Trust Fund 0.25% Add +56.5% 17,227 $3.7M
Appleton Partners Inc. 0.26% New 17,212 $3.7M
Old Second National Bank of Aurora 0.80% New 17,196 $3.7M
Fifth Third Wealth Advisors LLC 0.15% Add +152.1% 17,056 $3.6M
FineMark National Bank & Trust 0.12% Add +3.3% 17,040 $3.6M
Laird Norton Wetherby Wealth Management, LLC 0.16% — 17,004 $3.6M
Gabelli Funds LLC 0.03% Add +13.5% 16,963 $3.6M
Rehmann Capital Advisory Group 0.22% Add +49.5% 16,958 $3.6M
Forum Financial Management, LP 0.05% Add +199.4% 16,912 $3.6M
Clear Harbor Asset Management, LLC 0.27% Add +198.3% 16,879 $3.6M
YHB Investment Advisors, Inc. 0.28% Add +8.5% 16,829 $3.6M
Cantor Fitzgerald Investment Advisors L.P. 0.25% Add +0.3% 16,603 $3.5M
Point72 Hong Kong Ltd 0.24% New 16,550 $3.5M
Allworth Financial LP 0.02% Add +212.2% 16,505 $3.5M
Greenleaf Trust 0.03% Add +49.7% 16,345 $3.5M
Oddo BHF Asset Management Sas 0.13% New 16,207 $3.4M
Stephens Inc. 0.05% Add +13.7% 16,179 $3.4M
Thompson Investment Management, Inc. 0.49% New 16,158 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Add +826.8% 16,145 $3.4M
Lingotto Investment Management LLP 0.07% No change 16,134 $3.4M
Arkadios Wealth Advisors 0.10% Add +47.4% 16,111 $3.4M
AdvisorNet Financial, Inc 0.22% Add +19.0% 16,080 $3.4M
Cohen Klingenstein LLC 0.11% Add +155.8% 16,064 $3.4M
Sequoia Financial Advisors, LLC 0.02% Add +110.9% 15,919 $3.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -6.1% 15,799 $3.4M
Erste Asset Management GmbH 0.03% Add +0.0% 15,944 $3.4M
Praxis Investment Management Inc. 0.22% Add +59.7% 15,730 $3.3M
MASTERINVEST Kapitalanlage GmbH 0.35% — 15,681 $3.3M
Ritholtz Wealth Management 0.07% Add +44.5% 15,665 $3.3M
TD Waterhouse Canada Inc. 0.02% Add +547.2% 15,319 $3.3M
Peapack Gladstone Financial Corp. 0.05% Add +66.4% 15,294 $3.3M
Intrust Bank NA 0.29% Add +75.1% 15,217 $3.2M
Richard Bernstein Advisors LLC 0.08% No change 15,168 $3.2M
Sovran Advisors, LLC 0.34% Reduce -37.0% 14,808 $3.2M
Parallel Advisors, LLC 0.06% Add +114.4% 15,124 $3.2M
Hilltop Holdings Inc. 0.21% New 15,100 $3.2M
Axxcess Wealth Management, LLC 0.08% Add +56.6% 15,074 $3.2M
Coldstream Capital Management Inc. 0.05% Add +98.8% 15,055 $3.2M
Clearstead Advisors, LLC 0.04% Add +3.5% 14,976 $3.2M
Pallas Capital Advisors LLC 0.12% Add +156.2% 14,962 $3.2M
Hudson Canyon Capital Management 1.94% Reduce -2.1% 14,684 $3.1M
Equitable Holdings, Inc. 0.03% Add +93.3% 14,650 $3.1M
Griffin Asset Management, Inc. 0.37% New 14,633 $3.1M
Brookstone Capital Management 0.04% Add +295.6% 14,557 $3.1M
Round Rock Advisors LLC 0.53% Add +1.3% 14,484 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +139.6% 14,429 $3.1M
Aviance Capital Partners, LLC 0.40% Add +2.2% 14,404 $3.1M
Vident Advisory, LLC 0.03% Add +77.8% 14,384 $3.1M
GAMMA Investing LLC 0.19% Add +90.0% 14,282 $3.0M
Transcend Capital Advisors, LLC 0.24% Add +10.4% 14,234 $3.0M
Investment House LLC 0.15% New 14,231 $3.0M
Mufg Securities Americas Inc. 0.26% Add +110.1% 14,175 $3.0M
IMA Advisory Services, Inc. 0.32% Add +31.4% 14,081 $3.0M
World Investment Advisors 0.07% Add +46.5% 14,034 $3.0M
CGN Advisors LLC 0.27% Add +1.6% 14,002 $3.0M
Gotham Asset Management 0.02% Add +79.2% 13,993 $3.0M
Kennondale Capital Management LLC 3.04% No change 13,988 $3.0M
Fidelis Capital Partners, LLC 0.27% Add +271.9% 13,861 $3.0M
Shelton Capital Management 0.07% Add +536.1% 13,720 $2.9M
Engineers Gate Manager LP 0.04% New 13,520 $2.9M
Cullen/Frost Bankers, Inc. 0.04% Add +17.6% 13,389 $2.8M
SummitTX Capital, L.P. 0.13% Add +141.9% 13,367 $2.8M
Atria Wealth Solutions, Inc. 0.06% Add +15.7% 13,319 $2.8M
Eagle Bluffs Wealth Management LLC 1.35% New 13,309 $2.8M
Salzhauer Michael 1.78% Add +71.9% 13,304 $2.8M
First National Trust Co 0.11% Add +300.5% 13,304 $2.8M
Scientech Research LLC 0.69% New 13,257 $2.8M
Prudential PLC 0.02% Add +94.1% 13,213 $2.8M
iA Global Asset Management Inc. 0.04% Add +61.4% 13,214 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -35.0% 13,197 $2.8M
MAI Capital Management 0.02% Add +52.4% 13,143 $2.8M
Regions Financial Corp. 0.02% Add +30.2% 13,125 $2.8M
Baldwin Investment Management, LLC 0.34% Add +8.0% 13,090 $2.8M
Banque Cantonale Vaudoise 0.11% Add +73.5% 13,074 $2.8M
VestGen Advisors, LLC 0.11% Add +76.2% 12,931 $2.7M
Vestcor Inc 0.08% Add +68.7% 12,785 $2.7M
3Chopt Investment Partners, LLC 0.65% Add +41.4% 12,751 $2.7M
GC Wealth Management RIA, LLC 0.22% New 12,715 $2.7M
Wilmington Savings Fund Society, FSB 0.05% Add +170.2% 12,680 $2.7M
Duncker Streett & Co. Inc. 0.49% Add +69716.7% 12,567 $2.7M
Raiffeisen Bank International AG 0.04% Add +244.0% 12,845 $2.7M
V-Square Quantitative Management LLC 0.36% Add +59.2% 12,515 $2.7M
UMB Bank, n.a. 0.04% Add +246.9% 12,373 $2.6M
Harbour Investments, Inc. 0.07% Add +22.5% 12,340 $2.6M
Apollon Wealth Management, LLC 0.05% Add +58.5% 12,325 $2.6M
Pinnacle Financial Partners Inc 0.06% Reduce -2.0% 12,292 $2.6M
Peddock Capital Advisors, LLC 0.60% Reduce -1.3% 12,255 $2.6M
Wealthspire Advisors, LLC 0.01% Add +76.5% 12,235 $2.6M
Fiduciary Alliance LLC 0.19% Add +40.6% 12,228 $2.6M
HM Payson & Co. 0.04% Add +61.0% 12,200 $2.6M
AIA Group Ltd 0.06% Reduce -7.1% 12,155 $2.6M
NorthRock Partners, LLC 0.07% Add +156.1% 12,156 $2.6M
Vision Capital Management, Inc. 0.34% New 12,144 $2.6M
Independent Advisor Alliance 0.07% Add +25.0% 12,075 $2.6M
EP Wealth Advisors, LLC 0.02% Add +303.6% 12,072 $2.6M
Peloton Wealth Strategists 1.05% Add +7.8% 11,990 $2.6M
Sumitomo Life Insurance Co. 0.17% Add +187.3% 11,959 $2.5M
Vise Technologies, Inc. 0.10% — 11,946 $2.5M
Sigma Planning Corp 0.08% Add +883.0% 11,884 $2.5M
Dorsey Wright & Associates 0.59% Reduce -4.6% 11,682 $2.5M
Kingsview Wealth Management, LLC 0.04% Add +24.9% 11,677 $2.5M
Brown Brothers Harriman & Co. 0.02% Add +22.9% 11,605 $2.5M
Prospera Financial Services Inc 0.05% Add +41.1% 11,539 $2.5M
Round Hill Asset Management 1.65% New 11,484 $2.4M
Wakefield Asset Management LLLP 0.68% New 11,381 $2.4M
Vectors Research Management, LLC 0.83% Reduce -0.7% 11,374 $2.4M
Culbertson A N & Co. Inc. 0.37% Add +0.4% 11,365 $2.4M
Dumont & Blake Investment Advisors LLC 0.63% Reduce -1.2% 11,346 $2.4M
IFP Advisors, Inc 0.07% Add +311.1% 11,142 $2.4M
Applied Finance Capital Management, LLC 0.16% New 11,234 $2.4M
Bridges Investment Management Inc. 0.03% Add +22.6% 11,202 $2.4M
Camelot Portfolios, LLC 1.42% Add +829.0% 11,148 $2.4M
Convergence Investment Partners, LLC 0.59% Add +4.2% 11,029 $2.3M
Somerset Trust Co 0.76% Add +3.6% 11,010 $2.3M
Foster & Motley Inc. 0.14% New 11,002 $2.3M
First Horizon Advisors, Inc. 0.06% Add +108.8% 10,970 $2.3M
MassMutual Private Wealth & Trust, FSB 0.06% Add +15.1% 10,955 $2.3M
Trust Investment Advisors 1.40% New 10,875 $2.3M
CENTRAL TRUST Co 0.05% Add +228.6% 10,867 $2.3M
Ballentine Partners, LLC 0.03% Add +112.6% 10,773 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +7.5% 10,770 $2.3M
Intech Investment Management LLC 0.02% Add +19.7% 10,738 $2.3M
Snowden Capital Advisors LLC 0.07% Add +27.7% 10,646 $2.3M
Advisors Capital Management, LLC 0.03% Add +529.1% 10,588 $2.3M
Argent Trust Co 0.09% Add +17.4% 10,586 $2.3M
Global Retirement Partners, LLC 0.06% — 10,581 $2.3M
Cidel Asset Management Inc. 0.14% Add +85.7% 10,561 $2.2M
Syon Capital LLC 0.15% Add +119.1% 10,538 $2.2M
IFG Advisors, LLC 0.37% New 10,459 $2.2M
Pitcairn Co. 0.15% Add +63.3% 10,422 $2.2M
17 Capital Partners, LLC 1.28% Reduce -8.9% 10,409 $2.2M
Compound Planning, Inc. 0.08% Add +43.3% 10,385 $2.2M
Patton Fund Management, Inc. 0.48% Reduce -41.3% 10,379 $2.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.13% New 10,321 $2.2M
Burke & Herbert Bank & Trust Co. 0.49% Add +8.6% 10,317 $2.2M
Ancora Advisors LLC 0.05% Add +13823.0% 10,303 $2.2M
Sustainable Insight Capital Management, LLC 0.97% New 10,101 $2.1M
Avestar Capital, LLC 0.16% Add +25.0% 10,071 $2.1M
Gladstone Institutional Advisory LLC 0.09% Add +458.4% 10,045 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.11% New 10,045 $2.1M
Southern Capital Advisors, LLC 1.09% Add +2.6% 10,042 $2.1M
Glaxis Capital Management, LLC 2.84% New 10,000 $2.1M
Regatta Capital Group, LLC 0.36% Add +10.0% 9,987 $2.1M
Scotia Capital Inc. 0.01% Add +25.4% 9,936 $2.1M
Cornerstone Advisors, LLC 0.07% Add +6.5% 9,900 $2.1M
Aptus Capital Advisors, LLC 0.02% Add +70.7% 9,887 $2.1M
Sowell Financial Services LLC 0.09% Add +131.9% 9,838 $2.1M
Two Sigma Securities, LLC 0.26% New 9,795 $2.1M
Geneos Wealth Management Inc. 0.05% Add +25.4% 9,785 $2.1M
Wealth Advisors of Tampa Bay, LLC 0.78% Reduce -3.0% 9,663 $2.1M
Graypoint LLC 0.12% Add +58.4% 9,620 $2.0M
Burns J W & Co. Inc. 0.25% New 9,600 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +248.7% 9,562 $2.0M
Crawford Investment Counsel Inc. 0.04% Add +9.6% 9,545 $2.0M
Brooklyn Investment Group 0.27% Add +413.4% 9,513 $2.0M
Legato Capital Management LLC 0.24% No change 9,387 $2.0M
Carmel Capital Partners, LLC 0.70% New 9,372 $2.0M
Brevan Howard Capital Management LP 0.02% Add +104.6% 9,359 $2.0M
Pinnbrook Capital Management LP 0.52% New 9,332 $2.0M
Manuka Financial, LLC 1.08% Reduce -0.6% 9,277 $2.0M
Giverny Capital 0.07% Reduce -24.4% 9,274 $2.0M
SageView Advisory Group, LLC 0.07% Add +17.1% 9,205 $2.0M
Wedmont Private Capital 0.08% Add +53.6% 9,016 $2.0M
Groupama Asset Managment 0.03% New 9,312 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.25% Add +25.7% 9,234 $2.0M
Coppell Advisory Solutions LLC 0.23% New 9,273 $2.0M
Great Lakes Retirement, Inc. 0.23% Add +2.2% 9,156 $1.9M
River Street Advisors LLC 0.84% New 9,127 $1.9M
First Citizens Bank & Trust Co. 0.04% Add +310.4% 9,110 $1.9M
Independent Financial Group, LLC 0.05% New 9,098 $1.9M
Supplemental Annuity Collective Trust of NJ 0.54% Add +81.5% 9,076 $1.9M
Stock Yards Bank & Trust Co. 0.06% Add +443.3% 9,019 $1.9M
Valeo Financial Advisors, LLC 0.05% Add +45.2% 9,018 $1.9M
Siemens Fonds Invest GmbH 0.11% Add +106.1% 9,002 $1.9M
Chicago Partners Investment Group LLC 0.06% Add +173.9% 8,711 $1.9M
American Assets Inc. 0.66% No change 10,000 $1.9M
Sunpointe, LLC 0.75% New 8,867 $1.9M
Courier Capital LLC 0.11% Reduce -0.4% 8,825 $1.9M
Kintegral Advisory, LLC 0.17% Add +165.6% 8,776 $1.9M
Lombard Odier Asset Management (USA) Corp 0.58% New 8,756 $1.9M
Compass Capital Corp. /Ma/ 0.87% Add +3.1% 10,109 $1.8M
CPC Advisors, LLC 0.23% New 8,680 $1.8M
Icon Wealth Advisors, LLC 0.13% New 8,574 $1.8M
Legacy Capital Group California, Inc. 0.50% Add +422.8% 8,563 $1.8M
Simon Quick Advisors, LLC 0.09% Add +214.5% 8,516 $1.8M
Jacobi Capital Management LLC 0.12% Add +188.6% 8,466 $1.8M
Rowlandmiller & Partners.adv 0.37% New 8,438 $1.8M
Canal Capital Management, LLC 0.28% Reduce -2.1% 8,330 $1.8M
Main Street Group, LTD 0.64% No change 8,272 $1.8M
Galvin, Gaustad & Stein, LLC 0.15% New 8,266 $1.8M
Advisors Asset Management, Inc. 0.03% Add +7.6% 8,215 $1.7M
RFG Advisory, LLC 0.04% Add +47.9% 8,196 $1.7M
Kingstone Capital Partners Texas, LLC 1.12% Reduce -59.6% 8,062 $1.7M
Permanens Capital L.P. 0.23% Add +72.7% 8,034 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +15.5% 7,999 $1.7M
Wedbush Securities Inc. 0.06% Add +147.3% 7,908 $1.7M
Stenger Family Office, LLC 0.43% — 7,796 $1.7M
Family Legacy, Inc. 0.54% Reduce -0.7% 7,873 $1.7M
Silvant Capital Management LLC 0.06% No change 7,862 $1.7M
Smartleaf Asset Management LLC 0.15% Add +16.9% 7,913 $1.7M
Legacy Financial Advisors, Inc. 0.26% Add +145.3% 7,807 $1.7M
Choate Investment Advisors 0.04% Add +243.1% 7,781 $1.7M
Country Club Bank 0.10% Reduce -6.9% 7,844 $1.7M
Carnegie Investment Counsel 0.03% New 7,739 $1.6M
Founders Financial Securities LLC 0.12% Reduce -8.2% 7,722 $1.6M
Leisure Capital Management 0.62% Add +0.6% 7,702 $1.6M
Brooks, Moore & Associates, Inc. 0.88% New 7,607 $1.6M
Harvest Fund Management Co., Ltd 0.08% Add +18.4% 7,670 $1.6M
Haverford Trust Co 0.02% Add +270.6% 7,637 $1.6M
Virtus Investment Advisers, LLC 0.55% Add +8.4% 7,585 $1.6M
Navalign, LLC 0.44% Reduce -8.3% 7,568 $1.6M
Farther Finance Advisors, LLC 0.03% Add +88.3% 7,566 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +73.3% 7,563 $1.6M
Integral Investment Advisors, Inc. 0.46% New 7,500 $1.6M
Hennessy Advisors Inc. 0.05% No change 7,500 $1.6M
Highview Capital Management LLC 0.61% New 7,483 $1.6M
Capital Investment Advisors, LLC 0.03% Add +79.1% 7,474 $1.6M
Tiemann Investment Advisors, LLC 0.65% New 7,463 $1.6M
Moors & Cabot, Inc. 0.07% Add +128.6% 7,460 $1.6M
Cassaday & Co Wealth Management LLC 0.04% Add +11.7% 7,458 $1.6M
My Legacy Advisors, LLC 0.56% Add +2.9% 7,113 $1.6M
Trust Asset Management LLC 0.12% Add +67.4% 7,363 $1.6M
111 Capital 0.27% New 7,340 $1.6M
Parkside Financial Bank & Trust 0.17% Add +64.5% 7,325 $1.6M
CSS LLC 0.29% Reduce -3.3% 7,246 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +69.0% 7,243 $1.5M
Cary Street Partners Financial LLC 0.04% Add +17.5% 7,157 $1.5M
Profund Advisors LLC 0.05% Add +37.4% 7,153 $1.5M
Curated Wealth Partners LLC 0.18% New 7,139 $1.5M
Fulton Bank, N.A. 0.06% Add +145.2% 7,092 $1.5M
Mgo One Seven LLC 0.05% Add +72.4% 7,090 $1.5M
Wolverine Trading, LLC 0.04% Reduce -80.3% 7,095 $1.5M
Colonial River Investments, LLC 0.64% Add +86.8% 6,779 $1.5M
Fortem Financial Group, LLC 0.48% New 6,991 $1.5M
Asset Dedication, LLC 0.11% Add +8.9% 6,988 $1.5M
Rwa Wealth Partners, LLC 0.02% Add +19.6% 6,982 $1.5M
Welch & Forbes LLC 0.02% Add +36.2% 6,972 $1.5M
Nordwand Advisors, LLC 0.23% New 6,967 $1.5M
Meridian Financial Partners LLC 0.69% Add +1.0% 6,941 $1.5M
Independence Bank of Kentucky 0.21% Add +253.7% 6,928 $1.5M
Western Wealth Management, LLC 0.09% Add +66.7% 6,915 $1.5M
Bank of Hawaii 0.08% Add +142.1% 6,911 $1.5M
Advisors Preferred, LLC 0.24% No change 6,800 $1.5M
Evergreen Capital Management LLC 0.04% Add +51.3% 6,874 $1.5M
Aaron Wealth Advisors LLC 0.15% Add +109.2% 6,867 $1.5M
Lowe Brockenbrough & Co. Inc. 0.08% Add +30.3% 6,865 $1.5M
Chilton Investment Co. Inc. 0.03% Add +448.7% 6,859 $1.5M
Personal Cfo Solutions, LLC 0.27% Add +37.2% 6,833 $1.5M
Nicolet Advisory Services, LLC 0.12% Add +195.7% 6,999 $1.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.06% Add +132.5% 6,818 $1.4M
Plato Investment Management Ltd 0.11% Add +41.3% 6,838 $1.4M
Lecap Asset Management Ltd. 0.51% New 6,804 $1.4M
Prosperity Consulting Group, LLC 0.11% Add +24.2% 6,802 $1.4M
Barden Capital Management, Inc. 1.26% Reduce -1.9% 6,745 $1.4M
Ironwood Investment Counsel, LLC 0.22% Add +83.7% 8,150 $1.4M
Qtron Investments LLC 0.18% Add +140.7% 6,720 $1.4M
Premier Path Wealth Partners, LLC 0.20% Add +56.3% 6,703 $1.4M
AE Wealth Management LLC 0.01% Add +230.6% 6,687 $1.4M
Westbourne Investment Advisors, Inc. 0.43% Add +5.1% 6,620 $1.4M
SVB Wealth LLC 0.08% Reduce -20.6% 6,610 $1.4M
Professional Financial Advisors, LLC 0.32% New 6,564 $1.4M
CreativeOne Wealth, LLC 0.04% Add +33.3% 6,537 $1.4M
SteelPeak Wealth, LLC 0.05% Add +6.8% 6,513 $1.4M
Sargent Investment Group, LLC 0.19% Reduce -7.0% 6,456 $1.4M
Quantitative Investment Management, LLC 0.18% Add +394.5% 6,443 $1.4M
Mount Lucas Management LP 0.65% New 6,435 $1.4M
GM Advisory Group, LLC 0.07% New 6,412 $1.4M
Intact Investment Management Inc. 0.05% Add +33.3% 6,400 $1.4M
Bayesian Capital Management, LP 0.21% New 6,379 $1.4M
Diligent Investors, LLC 0.32% New 6,376 $1.4M
Equitable Trust Co. 0.07% Add +15.2% 6,320 $1.3M
Pittenger & Anderson Inc. 0.05% New 6,276 $1.3M
Frank, Rimerman Advisors LLC 0.09% Add +94.0% 6,216 $1.3M
Gratus Wealth Advisors, LLC 0.20% New 6,214 $1.3M
Cigna Investments Inc. 0.22% Add +60.8% 6,171 $1.3M
Hazlett, Burt & Watson, Inc. 0.54% Add +38400.0% 6,160 $1.3M
Hilltop National Bank 0.34% — 6,148 $1.3M
City Holding Co. 0.17% Add +10.9% 6,146 $1.3M
Cooper Financial Group 0.15% Reduce -9.9% 6,131 $1.3M
Whitener Capital Management, Inc. 0.34% Reduce -0.1% 6,070 $1.3M
Venture Visionary Partners LLC 0.05% Add +26.9% 6,068 $1.3M
Cerro Pacific Wealth Advisors LLC 0.36% Add +3.6% 6,059 $1.3M
SouthState Bank Corp 0.06% Add +45.4% 6,053 $1.3M
Ameritas Investment Partners, Inc. 0.04% Add +66.2% 6,037 $1.3M
EPG Wealth Management LLC 0.38% Add +0.8% 6,022 $1.3M
Diversify Advisory Services, LLC 0.05% New 5,910 $1.3M
Spire Wealth Management 0.05% Reduce -8.7% 6,003 $1.3M
GenTrust, LLC 0.06% Add +0.6% 5,990 $1.3M
Kendall Capital Management 0.34% New 5,973 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +102.0% 5,968 $1.3M
WealthTrust Asset Management, LLC 0.95% New 5,967 $1.3M
Perigon Wealth Management, LLC 0.03% Add +94.0% 5,959 $1.3M
Arvest Investments, Inc. 0.19% Reduce -0.5% 5,951 $1.3M
Platform Technology Partners 0.33% Add +14.4% 5,941 $1.3M
Addison Capital Co 0.44% Reduce -0.9% 5,899 $1.3M
FIL Ltd 0.00% Add +51.7% 5,866 $1.2M
Westerkirk Capital Inc. 0.15% — 5,843 $1.2M
Modern Wealth Management, LLC 0.03% Add +16.9% 5,832 $1.2M
Western Financial Corp 0.66% Add +153.8% 5,791 $1.2M
1834 Investment Advisors Co. 0.16% Reduce -2.5% 5,772 $1.2M
Fort Point Capital Partners LLC 0.12% New 5,765 $1.2M
GPS Wealth Strategies Group, LLC 0.14% Add +575900.0% 5,760 $1.2M
Arista Wealth Management, LLC 0.17% New 5,749 $1.2M
Segment Wealth Management, LLC 0.08% New 5,734 $1.2M
Northern Financial Advisors Inc 0.91% Add +7.5% 5,710 $1.2M
Soltis Investment Advisors LLC 0.10% Add +23.9% 5,708 $1.2M
Polymer Capital Management (US) LLC 0.20% New 5,685 $1.2M
GLOBALT Investments LLC / GA 0.05% Reduce -1.2% 5,675 $1.2M
Power Wealth Management LLC 0.46% Add +0.6% 5,664 $1.2M
Uncommon Cents Investing LLC 0.32% Add +9.4% 5,655 $1.2M
EverSource Wealth Advisors, LLC 0.05% Add +106.1% 5,644 $1.2M
Fiduciary Family Office, LLC 0.39% Add +346.4% 5,616 $1.2M
Atlas Capital Advisors Inc. 0.15% Add +80.3% 5,614 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +79.8% 5,589 $1.2M
Caldwell Trust Co 0.12% Add +310.5% 5,579 $1.2M
Zacks Investment Management 0.01% New 5,577 $1.2M
Northcape Wealth Management, LLC 0.36% New 5,561 $1.2M
Dynamic Technology Lab Private Ltd 0.16% New 5,540 $1.2M
Financial Engines Advisors L.L.C. 0.00% New 5,523 $1.2M
Jeppson Wealth Management, LLC 0.40% Reduce -2.6% 5,499 $1.2M
Monetary Management Group Inc. 0.29% Add +631.5% 5,486 $1.2M
Wesbanco Bank Inc. 0.03% New 5,482 $1.2M
Commerzbank Aktiengesellschaft 0.03% Add +57.3% 5,467 $1.2M
Venturi Wealth Management, LLC 0.06% Add +267.8% 5,406 $1.2M
Modera Wealth Management, LLC 0.01% Add +94.1% 5,399 $1.1M
Eagle Harbor Asset Management Inc. 1.11% No change 5,391 $1.1M
Sebold Capital Management, Inc. 0.70% Add +1.8% 5,362 $1.1M
Waverly Advisors, LLC 0.01% Add +89.5% 5,329 $1.1M
Americana Partners, LLC 0.04% Add +51.1% 5,309 $1.1M
Daymark Wealth Partners, LLC 0.04% Add +25.6% 5,258 $1.1M
Bank & Trust Co 0.87% Reduce -0.5% 5,167 $1.1M
Cambria Investment Management, L.P. 0.07% Add +103.9% 5,167 $1.1M
Aspen Wealth Strategies, LLC 0.66% Add +16.2% 5,156 $1.1M
Stevens Capital Management LP 0.30% New 5,145 $1.1M
NewEdge Wealth, LLC 0.02% Add +7.4% 5,279 $1.1M
Employees Retirement System of Texas 0.01% New 5,142 $1.1M
Jump Financial, LLC 0.01% New 5,106 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +26.8% 5,103 $1.1M
Seneca House Advisors 0.46% Add +9.2% 5,094 $1.1M
Csenge Advisory Group 0.06% Add +61.9% 5,727 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.36% Reduce -3.6% 5,087 $1.1M
North Star Asset Management Inc. 0.05% New 5,085 $1.1M
Essential Partners LLC 0.42% — 4,984 $1.1M
Corsair Capital Management, L.P. 0.20% New 4,981 $1.1M
Point72 Asia (Singapore) Pte. Ltd. 0.19% Reduce -46.8% 4,971 $1.1M
Voleon Capital Management LP 0.06% New 4,925 $1.0M
Leonteq Securities AG 0.06% Add +218.2% 4,884 $1.0M
Affinity Investment Advisors, LLC 0.79% New 4,882 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +270.8% 4,872 $1.0M
Covenant Partners, LLC 0.31% New 4,866 $1.0M
Bank Ozk 0.40% Add +0.5% 4,865 $1.0M
Rossmore Private Capital 0.12% Add +9.9% 4,843 $1.0M
Great Valley Advisor Group, Inc. 0.02% Add +23.9% 4,826 $1.0M
Blue Trust, Inc. 0.01% Add +27.8% 4,824 $1.0M
Continuum Advisory, LLC 0.12% Add +6.4% 4,779 $1.0M
Fox Run Management, L.L.C. 0.17% New 4,777 $1.0M
Integris Wealth Management, LLC 0.26% New 4,770 $1.0M
Brasada Capital Management, LP 0.17% New 4,750 $1.0M
Baader Bank Aktiengesellschaft 0.09% Add +27.9% 4,749 $1.0M
American Money Management, LLC 0.18% New 4,725 $1.0M
Cornercap Investment Counsel Inc. 0.52% New 4,682 $996K
Kathmere Capital Management, LLC 0.08% Add +32.7% 4,674 $994K
Crews Bank & Trust 0.16% New 4,673 $994K
Mountain Pacific Investment Advisers LLC 0.07% Add +4.6% 4,651 $990K
Johnson Investment Counsel Inc. 0.01% Add +217.6% 4,624 $984K
RMR Wealth Builders 0.09% Add +14.7% 4,595 $978K
Journey Strategic Wealth LLC 0.03% Add +157.2% 4,555 $969K
Sunflower Bank, N.A. 0.24% Add +67.0% 4,535 $965K
Sky Investment Group LLC 0.17% Add +1.8% 4,532 $964K
Foundations Investment Advisors, LLC 0.02% Add +112.4% 4,517 $961K
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% Add +34.9% 4,501 $958K
Belpointe Asset Management LLC 0.04% New 4,493 $956K
Mather Group, Llc. 0.01% Add +250.7% 4,493 $956K
Pennsylvania Capital Management Inc. 0.31% Add +185.2% 4,477 $953K
Quotient Wealth Partners, LLC 0.03% Add +19.9% 4,465 $950K
Proficio Capital Partners LLC 0.06% Add +66.8% 4,460 $949K
Driehaus Capital Management LLC 0.01% New 4,457 $948K
IHT Wealth Management, LLC 0.03% Add +93.2% 4,433 $943K
Empower Advisory Group, LLC 0.00% Add +40.6% 4,429 $942K
Patron Partners, LLC 0.47% New 4,422 $941K
Nations Financial Group Inc, /Ia/ 0.06% New 4,401 $936K
FourThought Financial Partners, LLC 0.09% Add +238.3% 4,377 $931K
Private Wealth Partners, LLC 0.07% New 4,340 $923K
Gryphon Financial Partners LLC 0.12% Add +44.5% 4,332 $922K
Calton & Associates, Inc. 0.16% New 4,330 $921K
44 Wealth Management LLC 0.33% Add +262.9% 4,329 $921K
Romano Brothers and Company 0.11% Add +127.2% 4,303 $916K
Unified Investment Management 0.97% Add +1.6% 4,261 $906K
Verdence Capital Advisors LLC 0.06% Add +23.7% 4,244 $903K
PDS Planning, Inc 0.07% Add +111.4% 4,234 $901K
MCF Advisors LLC 0.06% Add +228.3% 4,215 $897K
Composition Wealth, LLC 0.02% New 4,215 $897K
Roman Butler Fullerton & Co. 0.26% Add +124.3% 4,193 $892K
Moneta Group Investment Advisors LLC 0.01% Add +63.0% 4,193 $892K
Keel Point, LLC 0.06% Add +94.9% 4,134 $880K
Rexford Capital Inc. 0.73% — 4,122 $877K
St Germain D J Co. Inc. 0.04% Add +20.3% 4,108 $874K
Howard Capital Management, LLC 0.01% Add +90.4% 4,092 $871K
Insigneo Advisory Services, LLC 0.07% Add +60.7% 4,090 $870K
Everhart Financial Group, Inc. 0.10% New 4,087 $870K
Sather Financial Group Inc 0.05% New 4,076 $867K
Williams Jones Wealth Management, LLC. 0.01% Add +219.8% 4,074 $867K
Promethium Advisors,llc 0.53% No change 4,062 $864K
Quent Capital, LLC 0.08% Add +84.4% 4,055 $863K
Essex Financial Services, Inc. 0.06% Add +144.0% 4,050 $862K
Central Pacific Bank - Trust Division 0.11% Reduce -17.4% 4,025 $856K
Calamos Wealth Management LLC 0.04% Add +120.9% 4,025 $856K
Rydar Equities, Inc. 0.68% — 4,016 $854K
JBF Capital, Inc. 0.14% Reduce -7.0% 4,000 $851K
Rothschild Investment LLC 0.05% Add +319.0% 3,985 $848K
Arax Advisory Partners 0.04% Add +11.6% 3,984 $848K
Flavin Financial Services, Inc. 0.82% New 3,971 $845K
Laraway Financial Advisors Inc 0.64% New 3,951 $841K
PFG Investments, LLC 0.05% Add +137.7% 3,907 $831K
Itau Unibanco Holding S.A. 0.03% New 3,903 $830K
Orion Capital Management LLC 0.31% Add +19300.0% 3,880 $826K
Armstrong Advisory Group, Inc. 0.06% Reduce -2.5% 3,878 $825K
LRI Investments, LLC 0.07% Add +73.7% 3,866 $823K
Riverwater Partners LLC 0.39% New 3,859 $821K
Graham Capital Management, L.P. 0.02% New 3,850 $819K
Pettyjohn, Wood & White, Inc. 0.15% Add +5.5% 3,836 $816K
Cordgrass Capital Advisors, LLC 0.22% Add +28.0% 3,824 $814K
Integrated Investment Consultants, LLC 0.16% Reduce -10.5% 3,816 $812K
Conning Inc. 0.03% Add +59.7% 3,809 $810K
Bison Wealth, LLC 0.06% New 3,738 $810K
Mission Wealth Management, LP 0.02% Add +211.3% 3,801 $809K
Circle Wealth Management, LLC 0.02% Add +36.7% 3,797 $808K
Aspiriant, LLC 0.03% Add +29.8% 3,778 $804K
Atom Investors LP 0.07% Reduce -77.6% 3,761 $800K
Confluence Wealth Services, Inc. 0.04% Add +133.5% 3,734 $794K
Allen Mooney & Barnes Investment Advisors LLC 0.13% New 3,727 $793K
GAMCO Investors 0.01% Add +179.2% 3,722 $792K
Whelan Financial 0.29% Add +45.2% 3,716 $791K
HUB Investment Partners, LLC 0.03% Add +74.5% 3,705 $788K
Richwood Investment Advisors, LLC 0.64% Reduce -3.5% 3,677 $782K
Clarius Group, LLC 0.05% Add +64.8% 3,672 $781K
Capital Investment Advisory Services, LLC 0.06% Add +74.3% 3,672 $781K
Paragon Private Wealth Management, LLC 0.31% Add +30.9% 3,635 $773K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +157.5% 3,625 $771K
Larson Financial Group LLC 0.03% Add +40.7% 3,611 $768K
Centiva Capital, LP 0.05% Reduce -28.8% 3,598 $766K
Everpar Advisors LLC 0.35% Add +8.7% 3,572 $760K
Auxano Advisors, LLC 0.18% Add +44.8% 3,557 $757K
Alta Advisers Ltd 0.27% Add +71.0% 3,556 $757K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +71.0% 3,556 $757K
Catalyst Financial Partners LLC 0.08% Add +133.6% 3,553 $756K
ICONIQ Capital, LLC 0.01% Add +69.1% 3,550 $755K
First Foundation Advisors 0.03% New 3,530 $751K
Cim Investment Management Inc. 0.14% Add +99.5% 3,841 $751K
Smith, Moore & Co. 0.06% New 3,522 $749K
Aprio Wealth Management, LLC 0.08% New 3,521 $749K
Orange Investment Advisors, Inc. 0.08% Add +0.3% 3,512 $747K
Bridgefront Capital, LLC 0.20% New 3,501 $745K
Penserra Capital Management LLC 0.01% Add +88.2% 3,483 $740K
Valley National Advisers Inc. 0.12% Add +0.1% 3,476 $738K
Veltria Advisors Corp. 0.49% Add +40.8% 3,461 $736K
Simplicity Wealth,LLC 0.03% New 3,451 $734K
Baker Tilly Wealth Management, LLC 0.26% Reduce -29.9% 3,444 $733K
McLean Asset Management Corp 0.19% New 3,348 $733K
Optas, LLC 0.14% New 3,435 $731K
Bartlett & Co. Wealth Management LLC 0.01% Add +626.8% 3,416 $727K
Kovack Advisors, Inc. 0.07% Add +43.0% 3,407 $725K
Malaga Cove Capital, LLC 0.28% Reduce -31.1% 3,387 $721K
Prairie Sky Financial Group LLC 0.40% New 3,382 $720K
HCR Wealth Advisors 0.08% New 3,380 $719K
Harbor Investment Advisory, LLC 0.06% Add +7.0% 3,377 $718K
Lester Murray Antman dba SimplyRich 0.20% Add +14.8% 3,375 $718K
Gilliland Jeter Wealth Management LLC 0.23% Add +54.9% 3,368 $717K
WASHINGTON TRUST Co 0.03% Add +122.2% 3,355 $714K
TCV Trust & Wealth Management, Inc. 0.06% Add +85.6% 3,352 $713K
Founders Financial Alliance, LLC 0.16% Add +136.1% 3,346 $712K
Legacy Capital Wealth Partners, LLC 0.16% Add +62.6% 3,336 $710K
Certuity, LLC 0.07% Add +84.3% 3,318 $705K
Ingalls & Snyder LLC 0.03% Add +3.6% 3,306 $703K
Sivia Capital Partners, LLC 0.24% Add +118.3% 3,300 $702K
Global Trust Asset Management, LLC 0.37% No change 3,291 $700K
Lebenthal Global Advisors, LLC 0.13% New 3,283 $698K
Waterloo Capital, L.P. 0.06% New 3,283 $698K
Vicus Capital 0.06% Add +97.1% 3,272 $696K
Trifecta Capital Advisors, LLC 0.12% Add +5440.7% 3,269 $696K
PARUS FINANCE (UK) Ltd 0.20% New 3,260 $694K
Corus Family Wealth Advisors 0.49% New 3,247 $691K
Advus Financial Partners, LLC 0.18% Add +50.2% 3,246 $691K
Epoch Investment Partners, Inc. 0.00% New 3,241 $690K
Belvedere Trading LLC 0.05% New 3,231 $687K
Traub Capital Management LLC 0.63% — 3,210 $683K
tru Independence LLC 0.20% Add +1.8% 3,202 $681K
Joel Isaacson & Co., LLC 0.03% Add +5.9% 3,202 $681K
Matrix Asset Advisors Inc. 0.07% Add +32.4% 3,196 $680K
Affinity Wealth Management LLC 0.11% New 3,190 $679K
AlTi Global, Inc. 0.02% Add +51.6% 3,187 $678K
Cyndeo Wealth Partners, LLC 0.04% New 3,175 $676K
Generation Capital Management LLC 0.53% New 3,172 $675K
First PREMIER Bank 0.16% Add +12.9% 3,160 $672K
Dorsey & Whitney Trust CO LLC 0.04% Add +26.4% 3,158 $672K
Quadcap Wealth Management, LLC 0.09% New 3,155 $671K
Councilmark Asset Management, LLC 0.42% New 3,128 $666K
Zhang Financial LLC 0.03% New 3,124 $665K
Nexus Investment Management ULC 0.10% New 3,101 $660K
Capital Asset Advisory Services LLC 0.03% New 3,052 $657K
Chicago Wealth Management, Inc. 0.31% New 3,081 $656K
Private Trust Co. NA 0.06% Add +90.4% 3,073 $654K
Bank of Stockton 0.19% No change 3,065 $652K
Bridgewater Advisors Inc. 0.05% Add +86.7% 3,028 $647K
OneAscent Financial Services LLC 0.05% New 3,016 $646K
Western Pacific Wealth Management, LP 0.62% No change 3,015 $641K
Cross Staff Investments Inc 0.47% No change 3,000 $638K
Hartford Financial Management Inc. 0.17% No change 3,000 $638K
One Wealth Advisors, LLC 0.09% Add +55.0% 2,999 $638K
Versant Capital Management, Inc 0.10% Add +132.9% 2,995 $637K
Prossimo Advisors, LLC 0.51% Add +5.5% 2,980 $634K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +1.7% 2,974 $633K
Sound View Wealth Advisors Group, LLC 0.05% Add +52.8% 2,959 $630K
Factorial Partners, LLC 0.46% New 2,955 $629K
Relyea Zuckerberg Hanson LLC 0.07% New 2,948 $627K
Financial Security Advisor, Inc. 0.14% Add +2.5% 2,948 $627K
Institute for Wealth Management, LLC. 0.07% New 2,944 $626K
Ascentis Independent Advisors 0.11% Reduce -12.4% 2,917 $621K
Elevation Point Wealth Partners, LLC 0.05% New 2,916 $620K
Ellevest, Inc. 0.10% New 2,911 $619K
Curi Capital, LLC 0.01% New 2,908 $619K
Pflug Koory, LLC 0.31% New 2,905 $618K
Hunter Associates Investment Management LLC 0.09% New 2,903 $618K
J2 Capital Management Inc 0.49% New 2,901 $617K
Madison Asset Management, LLC 0.01% New 2,897 $616K
Richardson Financial Services Inc. 0.41% Add +3.4% 2,862 $616K
Arbor Investment Advisors, LLC 0.08% New 2,878 $612K
One Capital Management, LLC 0.02% Add +156.4% 2,872 $611K
Asahi Life Asset Management Co., LTD. 0.36% New 2,870 $611K
Frederick Financial Consultants, LLC 0.38% Add +57.9% 2,865 $610K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +39.6% 2,864 $609K
Sage Investment Counsel LLC 0.70% New 2,857 $608K
CHICAGO TRUST Co NA 0.09% New 2,853 $607K
CWA Asset Management Group, LLC 0.03% Add +62.3% 2,850 $606K
Resonant Capital Advisors, LLC 0.04% New 2,848 $606K
West Family Investments, Inc. 0.16% New 2,844 $605K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +33.3% 2,841 $604K
Valmark Advisers, Inc. 0.01% New 2,831 $602K
GeoWealth Management, LLC 0.02% Add +32.2% 2,823 $601K
Birch Capital Management, LLC 0.31% New 2,817 $599K
Peachtree Investment Partners, LLC 0.23% New 2,811 $598K
Acropolis Investment Management, LLC 0.03% Add +2.6% 2,799 $596K
Kozak & Associates, Inc. 0.12% Add +3424.7% 2,714 $592K
Pointe Capital Management LLC 0.31% No change 2,779 $591K
Diversified Investment Strategies, LLC 0.40% No change 2,777 $591K
Financial Advocates Investment Management 0.05% New 2,762 $588K
James J. Burns & Company, LLC 0.10% Add +24.2% 2,747 $584K
Grandfield & Dodd, LLC 0.03% New 2,738 $583K
Norden Group LLC 0.06% Add +30.9% 2,738 $583K
Zullo Investment Group, Inc. 0.24% Add +13.3% 2,735 $582K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +2.7% 2,732 $581K
Avidian Wealth Enterprises, LLC 0.02% New 2,729 $581K
New Wave Wealth Advisors LLC 0.25% New 2,714 $577K
CoreCap Advisors, LLC 0.02% Add +316.1% 2,696 $574K
TriaGen Wealth Management LLC 0.17% New 2,683 $571K
XML Financial, LLC 0.05% Add +31.2% 2,672 $568K
Knollwood Investment Advisory, LLC 0.05% Add +77.7% 2,664 $567K
Gallagher Fiduciary Advisors, LLC 0.02% New 2,661 $566K
Stonegate Investment Group, LLC 0.01% Reduce -16.6% 2,657 $565K
Evoke Wealth, LLC 0.01% New 2,643 $562K
Aigen Investment Management, LP 0.08% New 2,642 $562K
Cornerstone Select Advisors, LLC 0.49% Add +29.4% 2,631 $560K
Fayez Sarofim & Co 0.00% Add +116.5% 2,631 $560K
Credit Industriel Et Commercial 0.12% New 2,589 $551K
Prana Capital Management, LP 0.02% New 2,587 $550K
Greenfield Savings Bank 0.25% New 2,579 $549K
Syverson Strege & Co 0.13% New 2,570 $547K
KG Capital Management 0.16% Reduce -16.3% 2,562 $545K
Manchester Capital Management LLC 0.07% Add +3.5% 2,562 $545K
Beck Mack & Oliver LLC 0.01% New 2,548 $542K
626 Financial, LLC 0.25% No change 2,546 $542K
StoneX Group Inc. 0.03% Add +28.8% 2,524 $537K
Stratos Investment Management, LLC 0.02% Add +27.8% 2,521 $537K
Wedgewood Investors Inc. 0.62% New 2,513 $535K
Flagship Harbor Advisors, LLC 0.03% Add +111.8% 2,510 $534K
Parcion Private Wealth LLC 0.04% New 2,492 $530K
Ausdal Financial Partners, Inc. 0.04% Add +78.2% 2,489 $530K
Kera Capital Partners, Inc. 0.10% Add +110.0% 2,487 $529K
Toth Financial Advisory Corp. 0.06% Add +324.8% 2,485 $529K
Souders Financial Advisors 0.07% New 2,483 $528K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +33.0% 2,481 $528K
Fielder Capital Group LLC 0.14% New 2,478 $527K
First Interstate Bank 0.03% New 2,472 $526K
Integrated Quantitative Investments LLC 0.15% Add +1.5% 2,467 $525K
PEAK6 LLC 0.02% New 2,462 $524K
KCM Investment Advisors LLC 0.02% Add +102.0% 2,456 $523K
Schrum Private Wealth Management LLC 0.42% New 2,450 $521K
Parsons Capital Management Inc. 0.03% No change 2,444 $520K
Lafayette Investments, Inc. 0.10% Add +40.8% 2,442 $520K
Portside Wealth Group, LLC 0.08% Add +64.5% 2,433 $518K
Bingham Private Wealth, LLC 0.49% Reduce -10.1% 2,432 $517K
Jackson Wealth Management, LLC 0.06% New 2,432 $517K
Moloney Securities Asset Management, LLC 0.06% New 2,429 $517K
Clifford Swan Investment Counsel LLC 0.02% New 2,416 $514K
Welch Group, LLC 0.02% Add +3.5% 2,412 $513K
Verus Financial Partners, Inc. 0.05% Add +12.0% 2,349 $512K
Hara Capital LLC 0.32% Reduce -2.4% 2,405 $512K
Wealthstream Advisors, Inc. 0.08% Add +48.7% 2,394 $509K
Gries Financial LLC 0.09% New 2,393 $509K
TCI Wealth Advisors, Inc. 0.03% New 2,370 $504K
Severin Investments, LLC 0.47% New 2,360 $502K
UNIVEST FINANCIAL Corp 0.03% Add +80.5% 2,356 $501K
Sherbrooke Park Advisers LLC 0.22% New 2,349 $500K
Fiduciary Trust Co 0.01% Add +7.8% 2,347 $499K
Woodmont Investment Counsel LLC 0.03% New 2,345 $499K
NDVR, Inc. 0.47% Add +103.0% 2,333 $496K
Morningstar Investment Management LLC 0.04% New 2,333 $496K
Okabena Investment Services Inc. 0.11% New 2,328 $495K
Capital Advisors, Ltd. LLC 0.06% Add +85.2% 2,324 $494K
GHP Investment Advisors, Inc. 0.02% Add +185.7% 2,320 $494K
Wealth Alliance, LLC 0.06% Add +38.4% 2,318 $493K
Global Endowment Management, LP 0.07% New 2,312 $492K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% New 2,294 $488K
Silverlake Wealth Management LLC 0.14% New 2,293 $488K
Seed Wealth Management, Inc. 0.36% New 2,286 $486K
Turtle Creek Wealth Advisors, LLC 0.06% New 2,285 $486K
Berkshire Asset Management LLC 0.02% New 2,283 $486K
HBK Sorce Advisory LLC 0.01% New 2,281 $485K
Quantum Financial Advisors, LLC 0.07% New 2,267 $482K
Bragg Financial Advisors, Inc 0.02% New 2,248 $478K
Savvy Advisors, Inc. 0.03% Add +87.3% 2,244 $478K
Stokes Family Office, LLC 0.05% Add +12.4% 2,242 $477K
Naples Global Advisors, LLC 0.04% Add +16.7% 2,238 $476K
Riverview Trust Co 0.59% Reduce -12.1% 2,230 $474K
ProVise Management Group, LLC 0.04% Add +8.0% 2,228 $474K
Steigerwald, Gordon & Koch Inc. 0.05% Add +5.7% 2,223 $473K
Independent Solutions Wealth Management, LLC 0.09% New 2,221 $473K
Viawealth, LLC 0.28% Add +2.5% 2,208 $470K
Smithfield Trust Co 0.02% Add +64.8% 2,199 $469K
Ameritas Advisory Services, LLC 0.02% Add +59.4% 2,204 $469K
CVA Family Office, LLC 0.07% Add +52.1% 2,199 $468K
First Western Trust Bank 0.02% New 2,193 $467K
AssuredPartners Investment Advisors, LLC 0.11% New 2,191 $466K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -64.2% 2,189 $466K
AA Financial Advisors, LLC 0.10% Add +17.8% 2,182 $464K
Systematic Alpha Investments, LLC 0.02% No change 2,181 $464K
Ranch Capital Advisors Inc. 0.20% New 2,174 $463K
Bowen Hanes & Co. Inc. 0.01% No change 2,174 $463K
Northeast Financial Consultants Inc 0.02% New 2,170 $462K
Kearns & Associates LLC 0.26% No change 2,170 $462K
Cozad Asset Management Inc. 0.04% New 2,170 $462K
Neville Rodie & Shaw Inc. 0.03% No change 2,165 $461K
TruWealth Advisors, LLC 0.03% New 2,164 $460K
Meridian Wealth Management, LLC 0.02% New 2,163 $460K
BSW Wealth Partners 0.06% New 2,155 $459K
Beese Fulmer Investment Management, Inc. 0.03% Add +10.9% 2,134 $454K
Mutual Advisors, LLC 0.01% Add +79.6% 2,116 $450K
Walker Asset Management, LLC 0.26% New 2,114 $450K
Breakwater Capital Group 0.07% New 2,112 $449K
Investment Management Corp. /Va/ 0.41% No change 2,108 $448K
Acima Private Wealth, LLC 0.15% Add +1995.0% 2,095 $446K
Harbour Trust & Investment Management Co 0.05% Add +38.9% 2,083 $443K
GTS Securities LLC 0.02% Add +18.3% 2,082 $443K
Clark Capital Management Group, Inc. 0.00% New 2,078 $442K
Moneco Advisors, LLC 0.04% Add +50.8% 2,076 $442K
Performance Wealth Partners, LLC 0.01% New 2,062 $439K
Pettee Investors, Inc. 0.26% New 2,055 $437K
Five Oceans Advisors 0.19% New 2,054 $437K
Opal Wealth Advisors, LLC 0.12% Reduce -4.7% 2,053 $437K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +15.4% 2,049 $436K
Main Street Financial Solutions, LLC 0.03% New 2,048 $436K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -59.3% 2,047 $436K
CoreFirst Bank & Trust 0.25% New 2,042 $434K
Waddell & Associates, LLC 0.05% New 2,037 $433K
Bedel Financial Consulting, Inc. 0.06% New 2,035 $433K
Midwest Trust Co 0.01% — 2,034 $433K
Fulton Breakefield Broenniman LLC 0.03% Add +5.3% 2,033 $433K
JBGlobal.com LLC 0.45% New 2,033 $433K
Barlow Wealth Partners, LLC 0.05% New 1,976 $432K
Gsa Capital Partners LLP 0.03% Reduce -77.6% 2,031 $432K
Warner Financial, Inc. 0.18% No change 2,028 $431K
Renaissance Group LLC 0.02% New 2,025 $431K
HBW Advisory Services LLC 0.05% Add +40.0% 2,021 $430K
International Assets Investment Management, LLC 0.03% New 2,015 $429K
VeraBank, N.A. 0.09% New 2,008 $427K
Wilmar Advisors LLC 0.41% New 2,000 $426K
Challenger Wealth Management 0.30% Reduce -0.5% 2,000 $426K
1776 Wealth LLC 0.18% No change 2,000 $426K
Elk River Wealth Management LLC 0.07% No change 2,000 $426K
Level Four Advisory Services, LLC 0.02% Add +41.4% 1,998 $425K
MGB Wealth Management, LLC 0.14% Add +14.3% 1,996 $425K
Marion Wealth Management 0.11% No change 1,993 $424K
Banque Pictet & Cie SA 0.00% Reduce -6.3% 1,992 $424K
Baker Avenue Asset Management, LP 0.01% Add +62.8% 1,992 $424K
Advisor OS, LLC 0.04% New 1,974 $420K
Optiver Holding B.V. 0.01% Add +407.7% 1,970 $419K
Beacon Bank & Trust 0.10% Add +8.5% 1,970 $419K
Sentry Investment Management LLC 0.23% Add +61.4% 1,927 $419K
Pines Wealth Management, LLC 0.15% Add +14.8% 1,896 $419K
Convergence Financial, LLC 0.07% Reduce -20.0% 1,958 $417K
Mayflower Financial Advisors, LLC 0.06% New 1,957 $416K
Aviso Wealth Management 0.19% New 1,956 $416K
First Business Financial Services, Inc. 0.04% New 1,956 $416K
Almanack Investment Partners, LLC. 0.07% New 1,955 $416K
Advisory Alpha, LLC 0.01% Add +18.2% 1,946 $414K
Trust Point Inc. 0.04% New 1,945 $414K
Inlet Private Wealth, LLC 0.10% New 1,942 $413K
Prepared Retirement Institute LLC 0.24% New 1,929 $410K
City State Bank 0.13% New 1,928 $410K
Cromwell Holdings LLC 0.25% Add +75.4% 1,921 $409K
Moss Adams Wealth Advisors LLC 0.04% Add +68.9% 1,920 $409K
Evercore Wealth Management, LLC 0.01% Reduce -74.7% 1,911 $407K
Hills Bank & Trust Co 0.03% New 1,908 $406K
Court Place Advisors, LLC 0.13% New 1,907 $406K
J. W. Coons Advisors, LLC 0.09% New 1,905 $405K
Synergy Financial Group, LTD 0.30% Add +1.9% 1,902 $405K
Philip James Wealth Mangement, LLC 0.05% New 1,899 $404K
FWG Holdings, LLC 0.19% Add +0.7% 1,913 $403K
Spectrum Financial Alliance Ltd LLC 0.11% Reduce -0.4% 1,923 $400K
Exencial Wealth Advisors, LLC 0.01% Add +15.5% 1,882 $400K
MontVue Capital Management, Inc. 0.28% Add +61.6% 1,870 $398K
Blue Barn Wealth, LLC 0.19% Reduce -1.8% 1,847 $393K
Balentine LLC 0.02% Add +16.4% 1,843 $392K
Wealthcare Advisory Partners LLC 0.01% Add +37.7% 1,843 $392K
Aspire Private Capital, LLC 0.09% New 1,837 $391K
Cary Street Partners Investment Advisory LLC 0.19% Add +44.0% 1,836 $391K
Farmers National Bank 0.10% Add +54.3% 1,836 $391K
Chemistry Wealth Management LLC 0.08% Add +17.9% 1,829 $389K
Cornerstone Wealth Group, LLC 0.03% Add +41.5% 1,829 $389K
Mount Vernon Associates Inc. 0.28% No change 1,825 $388K
Avior Wealth Management, LLC 0.01% New 1,809 $385K
Mathes Company, Inc. 0.14% No change 1,800 $383K
Lockerman Financial Group, Inc. 0.52% No change 1,800 $383K
Fortress Private Ledger, LLC 0.17% Add +21.8% 1,798 $383K
Diversified Enterprises, LLC 0.03% Add +41.2% 1,792 $381K
Regal Investment Advisors LLC 0.03% New 1,786 $380K
Hickory Point Bank & Trust 0.31% Add +2.2% 1,782 $379K
Seven Mile Advisory 0.23% Add +10.5% 1,774 $377K
Revolve Wealth Partners, LLC 0.05% New 1,773 $377K
Capital Analysts, LLC 0.01% Add +0.4% 1,763 $376K
Waldron Private Wealth LLC 0.02% New 1,761 $375K
Journey Advisory Group, LLC 0.03% New 1,754 $373K
AGH Wealth Advisors, LLC 0.31% Add +5.4% 1,751 $373K
Natural Investments, LLC 0.10% New 1,745 $371K
Plimoth Trust Co. LLC 0.09% Add +2.4% 1,734 $369K
LVW Advisors, LLC 0.04% Add +31.6% 1,733 $369K
First Bank & Trust 0.07% New 1,730 $368K
Axiom Financial Strategies, LLC 0.20% Add +13.3% 1,725 $367K
Riversedge Advisors, LLC 0.07% New 1,722 $366K
Mayport, LLC 0.09% New 1,721 $366K
Tanager Wealth Management LLP 0.04% New 1,715 $365K
Deseret Mutual Benefit Administrators 0.17% Add +53.0% 1,711 $364K
Leavell Investment Management, Inc. 0.02% New 1,710 $364K
Claris Financial LLC 0.27% New 1,708 $363K
Ariadne Wealth Management, LP 0.17% New 1,671 $363K
Burt Wealth Advisors 0.08% New 1,703 $362K
Calydon Capital 0.04% New 1,698 $361K
Uptick Partners, LLC 0.10% New 1,697 $361K
Bryn Mawr Trust Advisors, LLC 0.02% Add +43.1% 1,693 $360K
First Citizens Financial Corp 0.20% New 1,677 $357K
Cornerstone Wealth Management, LLC 0.02% Add +2.9% 1,677 $357K
Cypress Capital Group 0.04% Add +6.3% 1,676 $357K
Hilltop Partners LLC 0.11% Add +2.3% 1,673 $356K
MJP Associates Inc. 0.05% New 1,667 $355K
CYBER HORNET ETFs LLC 0.25% New 1,662 $354K
Alhambra Investment Management LLC 0.18% Reduce -24.9% 1,663 $354K
Probity Advisors, Inc. 0.06% No change 1,660 $353K
Passive Capital Management, LLC. 0.11% Add +12.2% 1,641 $353K
F/m Investments LLC 0.01% Reduce -0.8% 1,659 $353K
Ethos Financial Group, LLC 0.03% Add +12.8% 1,652 $351K
TFB Advisors LLC 0.09% Add +7.3% 1,651 $351K
Compagnie Lombard Odier SCmA 0.00% No change 1,650 $351K
Pinion Investment Advisors, LLC 0.12% Reduce -3.5% 1,648 $351K
HHM Wealth Advisors, LLC 0.04% Add +379.3% 1,644 $350K
Resurgent Financial Advisors LLC 0.19% Add +2.8% 1,644 $350K
E Fund Management Co., Ltd. 0.02% New 1,643 $350K
First Affirmative Financial Network 0.18% New 1,642 $349K
RiverFront Investment Group, LLC 0.01% Reduce -2.1% 1,640 $349K
Studio Investment Management LLC 0.07% Reduce -5.8% 1,639 $349K
Townsquare Capital LLC 0.03% Reduce -91.1% 1,634 $348K
D'Orazio & Associates, Inc. 0.05% Add +34.8% 1,628 $346K
Procyon Advisors, LLC 0.03% Reduce -92.8% 1,628 $346K
Strategic Equity Management 0.13% No change 1,625 $346K
One Wealth Capital Management, LLC 0.16% Reduce -5.1% 1,624 $346K
Astoria Portfolio Advisors LLC. 0.10% New 1,634 $345K
First Financial Group Corp 0.34% New 1,612 $343K
Allianz SE 0.01% No change 1,610 $343K
Fullerton Fund Management Co Ltd. 0.01% New 1,603 $341K
WoodTrust Financial Corp 0.04% No change 1,601 $341K
Inscription Capital, LLC 0.05% New 1,602 $341K
Bernard Wealth Management Corp. 0.16% Add +433.3% 1,600 $340K
Ruggaard & Associates LLC 0.14% No change 1,600 $340K
LGT Fund Management Co Ltd. 0.03% No change 1,600 $340K
SBI Securities Co., Ltd. 0.01% Add +69.2% 1,599 $340K
CTC Alternative Strategies, Ltd. 0.30% New 1,594 $339K
Marco Investment Management LLC 0.03% No change 1,585 $337K
Medallion Wealth Advisors, LLC 0.13% Add +15.3% 1,571 $337K
Humankind Investments LLC 0.08% Add +26.4% 1,584 $337K
RVW Wealth, LLC 0.03% Add +10.8% 1,580 $336K
Beckerman Institutional, LLC 0.22% Add +0.7% 1,579 $336K
Gallacher Capital Management LLC 0.16% New 1,577 $336K
Fort Sheridan Advisors LLC 0.05% New 1,559 $332K
SYM FINANCIAL Corp 0.04% New 1,559 $332K
Patten & Patten Inc. 0.02% New 1,555 $331K
Rosenberg Matthew Hamilton 0.08% Add +0.3% 1,551 $330K
D.B. Root & Company, LLC 0.10% Add +6.3% 1,549 $330K
Heritage Wealth Advisors 0.02% Add +20.4% 1,547 $329K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +32.7% 1,545 $329K
Partners in Financial Planning 0.06% Add +2.3% 1,545 $329K
Taylor Hoffman Capital Management LLC 0.11% No change 1,540 $328K
J.Safra Asset Management Corp 0.02% Add +293.9% 1,536 $327K
Werba Rubin Papier Wealth Management 0.06% New 1,534 $326K
Charter Research & Investment Group, Inc. 0.24% No change 1,534 $326K
SeaCrest Wealth Management, LLC 0.04% New 1,524 $324K
Walkner Condon Financial Advisors LLC 0.06% Add +16.5% 1,523 $324K
Williamson Legacy Group, LLC 0.27% New 1,520 $323K
Monument Capital Management 0.08% New 1,519 $323K
Essex Bank 0.08% Add +32.5% 1,514 $322K
Berger Financial Group, Inc 0.02% New 1,514 $322K
Guardian Partners Inc. 0.03% No change 1,475 $322K
Mason & Associates Inc 0.07% New 1,511 $321K
IMS Capital Management 0.15% No change 1,505 $320K
Summit Wealth Group LLC / Co. 0.08% — 1,505 $320K
Dillon & Associates Inc. 0.04% Add +0.1% 1,502 $320K
Lee Danner & Bass Inc. 0.02% New 1,502 $320K
Willis Investment Counsel 0.02% No change 1,500 $319K
Genesis Private Wealth, LLC 0.15% Add +15.8% 1,495 $318K
Novem Group 0.04% Add +6.3% 1,495 $318K
Buttonwood Financial Advisors Inc. 0.13% New 1,494 $318K
Charter Oak Capital Management, LLC 0.03% New 1,494 $318K
Angeles Wealth Management, LLC 0.02% New 1,492 $317K
Mayfair Advisory Group, LLC 0.15% New 1,524 $317K
Sunbelt Securities, Inc. 0.03% Reduce -0.1% 1,777 $317K
Arete Wealth Advisors, LLC 0.02% New 1,486 $316K
McAdam, LLC 0.02% New 1,484 $316K
Neo Ivy Capital Management 0.10% New 1,483 $316K
Hamilton Point Investment Advisors, LLC 0.05% No change 1,478 $314K
Truvestments Capital LLC 0.06% Add +12.1% 1,477 $314K
Lipe & Dalton 0.17% New 1,474 $314K
Winthrop Advisory Group LLC 0.03% New 1,475 $314K
May Hill Capital, LLC 0.10% New 1,470 $313K
Human Investing LLC 0.05% Add +2.5% 1,468 $312K
AF Advisors, Inc. 0.11% New 1,465 $312K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,464 $312K
MBB Public Markets I LLC 0.04% Reduce -18.2% 1,463 $311K
Lanark Financial, Inc. 0.03% Add +84.4% 1,466 $311K
Foster Group, Inc. 0.01% New 1,461 $311K
Klingman & Associates, LLC 0.02% New 1,459 $310K
Money Concepts Capital Corp. 0.02% Add +6.2% 1,457 $310K
Aspen Grove Capital, LLC 0.05% New 1,451 $309K
Northwest Wealth Management, LLC 0.06% New 1,450 $308K
Bell Bank 0.01% New 1,446 $308K
PGIM Custom Harvest LLC 0.01% New 1,445 $308K
Fi3 FINANCIAL ADVISORS, LLC 0.11% New 1,443 $307K
Root Financial Partners, LLC 0.03% New 1,443 $307K
Doliver Advisors, LP 0.08% Reduce -1.1% 1,437 $306K
Capital Advisors Inc. 0.01% New 1,434 $305K
Global Financial Private Client, LLC 0.11% Add +108.1% 1,432 $305K
Kingswood Wealth Advisors, LLC 0.02% New 1,428 $304K
Hoxton Planning & Management, LLC 0.10% New 1,422 $303K
Requisite Capital Management, LLC 0.07% Add +13.6% 1,422 $303K
Atlas Wealth LLC 0.15% New 1,402 $302K
Community Bank of Raymore 0.22% New 1,416 $301K
Financial Management Professionals, Inc. 0.03% Add +6.8% 1,415 $301K
Leelyn Smith, LLC 0.05% New 1,415 $301K
Marathon Capital Management 0.08% Reduce -1.7% 1,409 $300K
Eagle Bay Advisors LLC 0.25% Add +3.6% 1,407 $299K
Meyer Handelman Co. 0.01% New 1,404 $299K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% New 1,403 $299K
Perpetual Ltd 0.00% New 1,402 $298K
Beacon Financial Advisory LLC 0.08% New 1,401 $298K
Covestor Ltd 0.18% Add +354.4% 1,404 $298K
Heartwood Wealth Advisors LLC 0.03% No change 1,399 $298K
Fort Washington Investment Advisors Inc. 0.00% Add +17.0% 1,399 $298K
Carr Financial Group Corp 0.09% Add +0.3% 1,399 $298K
Allstate Corp. 0.02% Reduce -92.3% 1,397 $297K
True Link Financial Advisors, LLC 0.02% New 1,397 $297K
Grove Bank & Trust 0.04% Add +43.5% 1,396 $297K
Red Door Wealth Management, LLC 0.04% New 1,389 $296K
New Covenant Trust Company, N.A. 0.26% New 1,399 $295K
Childress Capital Advisors, LLC 0.07% New 1,387 $295K
OneAscent Family Office, LLC 0.28% Reduce -0.6% 1,388 $295K
Benin Management CORP 0.08% No change 1,385 $295K
Nikulski Financial, Inc. 0.08% Add +4.6% 1,375 $292K
LifePlan Financial, LLC 0.24% Add +17.0% 1,374 $292K
RD Lewis Holdings, Inc. 0.29% Add +1.1% 1,409 $292K
Altus Wealth Group LLC 0.13% New 1,370 $291K
Dynamic Wealth Strategies, LLC 0.21% Reduce -11.9% 1,357 $289K
SPC Financial, Inc. 0.02% New 1,355 $288K
Doheny Asset Management 0.20% New 1,349 $287K
KFA Private Wealth Group, LLC 0.09% New 1,348 $287K
Founders Grove Wealth Partners, LLC 0.07% Add +10.1% 1,347 $287K
Blalock Williams, LLC 0.28% New 1,340 $285K
Asset Allocation Strategies LLC 0.06% Add +4.2% 1,340 $285K
Pure Financial Advisors, LLC 0.01% New 1,336 $284K
Landaas & Co. /Wi 0.07% New 1,337 $284K
United Asset Strategies, Inc. 0.02% Add +6.2% 1,333 $284K
Cullinan Associates Inc. 0.02% New 1,319 $281K
Strategic Financial Concepts, LLC 0.04% New 1,317 $280K
Legacy Private Trust Co. 0.02% New 1,314 $280K
Centric Wealth Management 0.07% New 1,339 $279K
Farmers Trust Co. 0.05% New 1,309 $279K
AlphaQuest LLC 0.03% Add +99.2% 1,309 $279K
Principle Wealth Partners LLC 0.02% New 1,304 $278K
Paradigm Asset Management Co. LLC 0.07% New 1,304 $277K
Capital Wealth Planning, LLC 0.00% No change 1,300 $277K
New Century Financial Group, LLC 0.32% New 1,297 $276K
Northwest Bancshares, Inc. 0.05% New 1,293 $275K
Waters Parkerson & Co., LLC 0.01% New 1,291 $275K
R Squared Ltd 0.15% New 1,290 $274K
Richard P Slaughter Associates Inc 0.06% No change 1,290 $274K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% No change 1,530 $274K
Johnson Financial Group, LLC 0.03% Reduce -32.1% 1,285 $273K
Isthmus Partners, LLC 0.03% New 1,282 $273K
Plancorp, LLC 0.01% New 1,278 $272K
Obsidian Personal Planning Solutions LLC 0.11% New 1,275 $271K
Cove Private Wealth, LLC 0.10% New 1,274 $271K
NORTHSTAR ASSET MANAGEMENT Co 0.06% New 1,274 $271K
Allegiance Financial Group Advisory Services LLC 0.07% New 1,273 $271K
Ewa, LLC 0.08% New 1,262 $268K
Guardian Wealth Advisors, LLC / NC 0.02% New 1,261 $268K
Quantum Private Wealth, LLC 0.09% No change 1,259 $268K
Impact Capital Partners LLC 0.09% New 1,259 $268K
Diametric Capital, LP 0.14% New 1,257 $267K
Linden Thomas Advisory Services, LLC 0.03% Reduce -21.7% 1,256 $267K
First Bancorp, Inc 0.15% New 1,255 $267K
Eastern Bank 0.01% Add +328.9% 1,248 $266K
Helium Advisors LLC 0.17% Add +6.3% 1,245 $265K
Carter Financial Group, INC. 0.17% — 1,241 $264K
Strategic Blueprint, LLC 0.01% New 1,238 $263K
LJI Wealth Management, LLC 0.05% No change 1,233 $262K
Crown Wealth Group, LLC 0.10% New 1,228 $261K
Jackson Thornton Wealth Management, LLC 0.03% New 1,198 $261K
Oakworth Capital, Inc. 0.02% Add +1320.9% 1,222 $260K
Chesapeake Wealth Management 0.09% Add +2.1% 1,220 $260K
Old Port Advisors 0.07% Add +1.7% 1,217 $259K
Rathbones Group PLC 0.00% New 1,217 $259K
Consilio Wealth Advisors, LLC 0.09% New 1,222 $258K
First Financial Bankshares Inc 0.01% New 1,209 $257K
Primoris Wealth Advisors, LLC 0.17% New 1,204 $256K
Fiduciary Group, LLC 0.02% New 1,203 $256K
Mission Creek Capital Partners, Inc. 0.06% New 1,202 $256K
Centurion Wealth Management LLC 0.07% Reduce -9.7% 1,201 $256K
Perennial Investment Advisors, LLC 0.02% New 1,200 $255K
Founders Capital Management, LLC 0.04% No change 1,200 $255K
Kaufman Rossin Wealth, LLC 0.16% New 1,197 $255K
Allegheny Financial Group 0.06% New 1,194 $254K
LMG Wealth Partners, LLC 0.05% New 1,194 $254K
Earned Wealth Advisors, LLC 0.05% New 1,194 $254K
Global Assets Advisory, LLC 0.10% New 1,178 $253K
Veracity Capital LLC 0.09% New 1,191 $253K
Investor's Fiduciary Advisor Network, LLC 0.09% New 1,193 $253K
Midland Wealth Advisors, LLC 0.01% New 1,185 $252K
Scott Marsh Financial, LLC 0.09% — 1,180 $251K
Jacobsen Capital Management 0.09% New 1,172 $249K
Brandywine Oak Private Wealth LLC 0.02% No change 1,170 $249K
Nwam LLC 0.01% New 1,163 $249K
Blackhawk Capital Partners, LLC 0.11% Reduce -0.2% 1,168 $249K
Bank of Marin 0.19% New 1,166 $248K
Golden State Wealth Management, LLC 0.03% Add +96.5% 1,165 $248K
Worldquant Millennium Advisors LLC 0.00% Reduce -99.7% 1,163 $247K
Rothschild Wealth LLC 0.06% New 1,160 $247K
Private Client Services, LLC 0.10% New 1,157 $246K
Charter Capital Management, LLC\DE 0.14% — 1,157 $246K
Turning Point Benefit Group, Inc. 0.19% New 1,154 $246K
Mechanics Bank Trust Department 0.04% New 1,154 $246K
Rodgers Brothers Inc. 0.03% New 1,150 $245K
Parisi Gray Wealth Management 0.07% New 1,149 $245K
Omnia Family Wealth, LLC 0.09% New 1,149 $244K
Brooklyn FI, LLC 0.06% New 1,148 $244K
Focus Financial Network, Inc. 0.01% New 1,148 $244K
Maple Capital Management, Inc. 0.02% New 1,147 $244K
Peoples Bank 0.16% No change 1,145 $244K
Commonwealth Retirement Investments LLC 0.09% New 1,145 $244K
RB Capital Management, LLC 0.06% New 1,137 $242K
West Paces Advisors Inc. 0.05% Add +38.5% 1,137 $242K
Dunhill Financial, LLC 0.07% Add +41.5% 1,132 $241K
Franklin Street Advisors Inc. 0.01% New 1,135 $241K
Allen Capital Group, LLC 0.03% New 1,128 $240K
Kraft, Davis & Associates, LLC 0.07% New 1,116 $239K
Lantz Financial LLC 0.06% New 1,120 $238K
Camden National Bank 0.03% New 1,119 $238K
Symphony Financial, Ltd. Co. 0.03% New 1,551 $238K
Exchange Bank 0.19% New 1,115 $237K
Three Bridge Wealth Advisors, LLC 0.06% New 1,112 $237K
Keebeck Wealth Management 0.03% New 1,111 $236K
Wall Street Financial Group, Inc. 0.21% New 1,105 $235K
Salomon & Ludwin, LLC 0.02% Add +7.5% 1,069 $234K
Saxony Capital Management, LLC 0.18% New 1,097 $233K
Mill Creek Capital Advisors, LLC 0.01% New 1,096 $233K
Twinbeech Capital LP 0.01% New 1,095 $233K
Symmetry Partners, LLC 0.03% New 1,091 $232K
Becker Capital Management Inc. 0.01% New 1,090 $232K
AlphaCore Capital LLC 0.01% Add +226.4% 1,087 $231K
Retireful, LLC 0.16% New 1,075 $229K
Stonebrook Private Inc. 0.05% New 1,072 $228K
Hemington Wealth Management 0.03% Add +96.9% 1,073 $228K
Millington Financial Advisors, LLC 0.12% New 1,039 $228K
Hyperion Capital Advisors LP 0.14% Reduce -28.6% 1,071 $228K
Redwood Financial Network Corp 0.15% New 1,070 $228K
Oak Grove Capital LLC 0.05% New 1,069 $227K
Prelude Capital Management, LLC 0.02% New 1,069 $227K
Flaharty Asset Management, LLC 0.03% Add +22.7% 1,065 $227K
Ariston Services Group 0.16% Reduce -24.6% 1,064 $226K
Baxter Bros Inc. 0.03% New 1,064 $226K
Drive Wealth Management, LLC 0.05% New 1,061 $226K
Sepio Capital, LP 0.02% New 1,061 $226K
Freestone Capital Holdings, LLC 0.01% New 1,060 $226K
Greystone Financial Group, LLC 0.04% New 1,059 $225K
Intrua Financial, LLC 0.03% New 1,055 $224K
WealthTrust Axiom LLC 0.07% New 1,048 $223K
Total Clarity Wealth Management, Inc. 0.06% New 1,047 $223K
Chico Wealth RIA 0.18% New 1,046 $223K
Holistic Financial Partners 0.10% New 1,042 $222K
Lincoln Capital LLC 0.04% New 1,041 $221K
Abel Hall, LLC 0.10% New 1,041 $221K
Sonora Investment Management Group, LLC 0.02% New 1,038 $221K
SlateStone Wealth, LLC 0.02% New 1,033 $220K
Canopy Partners, LLC 0.08% New 1,032 $220K
Anchor Investment Management, LLC 0.02% Add +57.9% 1,031 $219K
Tortoise Investment Management, LLC 0.02% Add +166.8% 1,030 $219K
First Hawaiian Bank 0.03% New 1,029 $219K
Flow Traders U.S. LLC 0.01% New 1,025 $218K
Newport Capital Group, LLC 0.15% New 1,023 $218K
Alteri Wealth LLC 0.08% New 1,022 $217K
Roxbury Financial LLC 0.21% Reduce -2.8% 1,020 $217K
Sage Mountain Advisors LLC 0.01% Reduce -42.2% 1,020 $217K
CHB Investment Group, LLC 0.11% New 1,020 $217K
Cohen & Steers, Inc. 0.00% New 1,019 $217K
Jupiter Wealth Management LLC 0.11% New 1,000 $217K
Liberty Capital Management, Inc. 0.04% New 1,019 $217K
United Bank 0.03% New 1,019 $217K
American National Bank & Trust 0.02% New 1,018 $217K
Main Street Research LLC 0.01% New 1,016 $216K
Zions Bancorporation, National Association 0.01% Add +102.8% 1,016 $216K
Good Life Advisors, LLC 0.01% New 1,015 $216K
Integrity Alliance, Llc. 0.01% New 1,015 $216K
CogentBlue Wealth Advisors, LLC 0.17% New 1,015 $216K
Hassell Wealth Management, LLC 0.08% New 983 $216K
Brookwood Investment Group LLC 0.03% New 1,013 $215K
Longboard Asset Management, LP 0.53% New 1,009 $215K
Nicholas Hoffman & Company, LLC. 0.01% New 1,007 $214K
Game Plan Financial Advisors, LLC 0.09% Add +48.7% 1,004 $214K
LCNB Corp. 0.08% New 1,003 $213K
Canton Hathaway, LLC 0.04% New 1,000 $213K
Apella Capital, LLC 0.01% New 976 $213K
Cohen Capital Management, Inc. 0.03% New 996 $212K
W Advisors, LLC 0.12% New 995 $212K
Evermay Wealth Management LLC 0.03% Add +37.9% 993 $211K
Strategic Financial Services, Inc. 0.01% New 993 $211K
Birch Hill Investment Advisors LLC 0.01% New 993 $211K
Meriwether Wealth & Planning, LLC 0.13% New 990 $211K
Diversify Wealth Management, LLC 0.01% New 969 $210K
Aletheian Wealth Advisors LLC 0.10% New 982 $209K
Kinloch Capital, LLC 0.10% New 981 $209K
Jaffetilchin Investment Partners, LLC 0.01% New 972 $207K
Caliber Wealth Management, LLC / KS 0.02% New 971 $207K
Corecam Pte. Ltd. 0.12% New 971 $207K
Cardinal Point Capital Management ULC 0.02% New 970 $206K
Smith Thornton Advisors LLC 0.12% New 969 $206K
Heartland Bank & Trust Co 0.10% New 968 $206K
Vista Capital Partners, Inc. 0.02% New 966 $205K
Insight Advisors, LLC/ PA 0.03% New 965 $205K
Fiducient Advisors LLC 0.03% Reduce -44.7% 965 $205K
Curat Global, LLC 0.20% Reduce -57.9% 961 $204K
Flagship Wealth Advisors, LLC 0.08% Add +26.6% 958 $204K
Keudell/Morrison Wealth Management 0.05% New 958 $204K
Bay Capital Advisors, LLC 0.16% New 957 $204K
Newman Dignan & Sheerar, Inc. 0.05% New 957 $204K
Capital Management Corp. 0.03% New 957 $204K
Brass Tax Wealth Management, Inc. 0.04% New 957 $204K
First National Bank Sioux Falls 0.07% New 955 $203K
New Republic Capital, LLC 0.07% New 953 $203K
L. Roy Papp & Associates, LLP 0.02% New 952 $203K
Schwartz Investment Counsel Inc. 0.01% New 950 $202K
Enterprise Financial Services Corp 0.11% New 950 $202K
Citadel Investment Advisory, Inc. 0.10% New 950 $202K
Sovereign Financial Group, Inc. 0.04% New 948 $202K
Fragasso Financial Advisors Inc 0.01% New 946 $201K
Capstone Wealth Management Group LLC 0.15% New 943 $201K
Tompkins Financial Corp. 0.02% Add +2.9% 937 $199K
Nalls Sherbakoff Group, LLC 0.14% Add +4140.9% 933 $199K
Barrett & Company, Inc. 0.07% Add +0.9% 933 $198K
FWL Investment Management, LLC 0.06% New 928 $197K
Key Financial Inc 0.04% Add +8840.0% 894 $190K
McIlrath & Eck, LLC 0.02% Add +220.9% 889 $189K
Fourth Dimension Wealth, LLC 0.08% Add +776.0% 876 $186K
Fiduciary Wealth Partners, LLC 0.17% New 852 $181K
Adirondack Trust Co. 0.07% Add +112.8% 845 $180K
Bruce G. Allen Investments, LLC 0.14% Add +11.3% 837 $178K
First Command Advisory Services, Inc. 0.00% Add +21.6% 828 $176K
Rise Advisors, LLC 0.07% Add +237.3% 813 $173K
Hanson & Doremus Investment Management 0.02% Reduce -1.0% 795 $169K
Creative Financial Designs Inc. 0.01% Add +3.0% 791 $168K
CNB Bank 0.08% Add +108.0% 784 $167K
Atwood & Palmer Inc. 0.01% New 764 $163K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -16.9% 764 $163K
Centaurus Financial, Inc. 0.01% Reduce -85.4% 763 $162K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +58.7% 746 $159K
Colonial Trust Co / SC 0.02% Add +2.7% 725 $154K
Optimum Investment Advisors 0.06% Reduce -12.5% 700 $149K
Summit Securities Group LLC 0.05% New 699 $149K
Tsfg, LLC 0.03% New 687 $146K
Simplex Trading, LLC 0.00% New 680 $144K
Y.D. More Investments Ltd 0.01% Add +25.6% 678 $143K
Westside Investment Management, Inc. 0.03% Add +64.8% 659 $141K
Addison Advisors LLC 0.04% Add +69.0% 661 $141K
Trust Co. of Toledo NA 0.02% New 646 $137K
True Wealth Design, LLC 0.05% Add +288.6% 645 $137K
First Community Trust NA 0.11% No change 635 $135K
Ascentis Wealth Management, LLC 0.04% Add +21.5% 627 $135K
Wealth Preservation Advisors, LLC 0.08% Add +549.5% 617 $131K
North Star Investment Management Corp. 0.01% Add +3136.8% 615 $131K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -84.2% 612 $130K
Archer Investment Corp 0.03% New 586 $125K
N.E.W. Advisory Services LLC 0.01% Add +625.0% 580 $123K
Piscataqua Savings Bank 0.10% New 557 $119K
Putney Financial Group LLC 0.12% Add +22.6% 543 $116K
Cheviot Value Management, LLC 0.01% New 550 $115K
Pinnacle Bancorp, Inc. 0.03% Add +61.0% 528 $112K
Knuff & Co LLC 0.04% New 526 $112K
Country Trust Bank 0.00% Add +5.2% 526 $112K
Security National Bank 0.02% No change 520 $111K
VSM Wealth Advisory, LLC 0.04% New 519 $110K
Copia Wealth Management 0.09% Add +69.8% 518 $110K
S&T Bank 0.03% Add +1148.8% 512 $109K
GW&K Investment Management, LLC 0.00% Add +116.6% 496 $106K
ESL Trust Services, LLC 0.02% Add +60.6% 485 $103K
Stephens Consulting, LLC 0.02% Add +307.8% 473 $101K
Raleigh Capital Management Inc. 0.04% Add +3228.6% 466 $99K
Plante Moran Financial Advisors, LLC 0.01% Add +12.7% 444 $94K
Ogorek Anthony Joseph /NY/ 0.03% Add +86.0% 439 $93K
Centennial Bank 0.04% Add +1628.0% 432 $92K
Park Place Capital Corp 0.02% Reduce -1.6% 422 $91K
Bogart Wealth, LLC 0.00% Add +59.5% 413 $88K
Sound Income Strategies, LLC 0.01% Add +192.9% 413 $88K
Bangor Savings Bank 0.01% No change 409 $87K
Millstone Evans Group, LLC 0.06% New 407 $87K
Evelyn Partners Investment Management LLP 0.00% New 407 $87K
MV Capital Management, Inc. 0.01% Add +65.2% 398 $85K
BankPlus Trust Department 0.03% New 397 $84K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -42.9% 400 $84K
Evolution Advisers, Inc. 0.04% No change 398 $84K
NFSG Corp 0.01% Add +230.3% 393 $84K
Semmax Financial Advisors Inc. 0.02% Add +19850.0% 399 $83K
Maseco LLP 0.00% — 380 $81K
Strategic Wealth Partners, Ltd. 0.01% — 378 $80K
Twin Peaks Wealth Advisors, LLC 0.03% Reduce -72.4% 370 $80K
Sierra Ocean, LLC 0.06% Add +23.7% 376 $80K
Vermillion & White Wealth Management Group, LLC 0.05% New 376 $80K
Sarver Vrooman Wealth Advisors 0.05% New 370 $79K
Delta Asset Management LLC 0.01% No change 370 $79K
Cape Investment Advisory, Inc. 0.03% Add +75.8% 364 $77K
NewSquare Capital LLC 0.01% Add +89.6% 364 $77K
Cypress Capital Management LLC (WY) 0.08% New 355 $76K
Centricity Wealth Management, LLC 0.06% No change 348 $74K
JFS Wealth Advisors, LLC 0.00% Add +144.0% 344 $73K
Towne Trust Company, N.A 0.03% No change 344 $73K
Boyd Watterson Asset Management LLC 0.02% Add +103.5% 344 $73K
Trust Co 0.01% Add +2.1% 342 $73K
Pin Oak Investment Advisors Inc. 0.06% No change 396 $71K
ORG Partners LLC 0.02% New 327 $70K
Citizens National Bank Trust Department 0.01% No change 328 $70K
Glen Eagle Advisors, LLC 0.01% No change 328 $70K
Smallwood Wealth Investment Management, LLC 0.04% New 322 $69K
2UniFi Bank 0.04% New 309 $66K
First Financial Corp. 0.03% No change 306 $65K
REAP Financial Group, LLC 0.02% Add +98.7% 304 $65K
Concord Wealth Partners 0.01% Add +34.4% 301 $64K
Accordant Advisory Group Inc 0.05% No change 300 $64K
Winnacle Wealth LLC 0.05% Add +2400.0% 300 $64K
Sachetta, LLC 0.03% Add +141.9% 300 $64K
SOA Wealth Advisors, LLC. 0.01% Add +228.9% 296 $63K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Add +13.6% 293 $62K
WPG Advisers, LLC 0.05% Add +102.8% 288 $61K
Compass Financial Services Inc 0.03% New 285 $61K
Perkins Coie Trust Co 0.01% New 285 $61K
Fairscale Capital, LLC 0.04% New 279 $60K
Bank of New Hampshire 0.01% No change 278 $59K
Gitterman Wealth Management, LLC 0.01% New 278 $59K
Lavaca Capital LLC 0.02% No change 275 $59K
Fortitude Family Office, LLC 0.02% Add +131.1% 275 $59K
Atticus Wealth Management, LLC 0.02% New 274 $58K
Standard Family Office LLC 0.07% No change 268 $57K
Rossby Financial, LCC 0.02% Add +1.5% 268 $57K
Legacy Bridge, LLC 0.03% Add +137.8% 264 $56K
Evelyn Partners Investment Management Services Ltd 0.01% No change 260 $55K
Private Wealth Management Group, LLC 0.02% Add +62.7% 257 $55K
CBIZ Investment Advisory Services, LLC 0.00% Add +403.9% 257 $55K
NBT Bank, N.A. 0.00% No change 250 $53K
Centerpoint Advisors, LLC 0.02% New 247 $53K
Brown, Lisle/Cummings, Inc. 0.01% Add +1305.9% 239 $51K
Murphy & Mullick Capital Management Corp 0.04% No change 229 $49K
Private Wealth Asset Management, LLC 0.01% Add +3.1% 229 $49K
DiNuzzo Private Wealth, Inc. 0.01% Add +527.8% 226 $48K
Riggs Asset Managment Co. Inc. 0.01% Add +10550.0% 213 $45K
Loomis Sayles & Co. L P 0.00% Reduce -14.4% 208 $44K
Hoese & Co LLP 0.04% New 204 $43K
Tanglewood Legacy Advisors, LLC 0.02% New 203 $43K
WealthCollab, LLC 0.02% No change 200 $43K
Bell Investment Advisors, Inc 0.01% Add +86.9% 200 $43K
Avion Wealth 0.01% Add +277.4% 200 $42K
Nova Wealth Management, Inc. 0.03% Add +629.6% 197 $42K
Family Legacy Financial Solutions, LLC 0.04% — 195 $42K
Princeton Global Asset Management LLC 0.01% Reduce -88.0% 179 $38K
Valued Wealth Advisors LLC 0.02% Add +121.0% 179 $38K
Albion Financial Group 0.00% Add +91.2% 174 $37K
Silicon Valley Capital Partners 0.00% No change 173 $37K
Cedar Mountain Advisors, LLC 0.01% No change 171 $36K
Coston, McIsaac & Partners 0.01% Add +155.4% 166 $35K
Whipplewood Advisors, LLC 0.02% Reduce -85.0% 163 $35K
Physician Wealth Advisors, Inc. 0.01% Add +1200.0% 156 $33K
Dogwood Wealth Management LLC 0.02% Add +100.0% 152 $33K
Painted Porch Advisors LLC 0.01% No change 153 $33K
Iron Horse Wealth Management, LLC 0.01% Add +232.6% 153 $33K
WFA of San Diego, LLC 0.02% — 152 $32K
First United Bank & Trust 0.01% New 152 $32K
Creekmur Asset Management LLC 0.01% New 152 $32K
GoalVest Advisory LLC 0.01% New 150 $32K
Washington Trust Advisors, Inc. 0.00% Add +113.4% 143 $30K
Legacy Investment Solutions, LLC 0.02% — 142 $30K
Legacy Wealth Managment, LLC 0.02% Reduce -2.1% 142 $30K
LOM Asset Management Ltd 0.01% — 140 $30K
Sittner & Nelson, LLC 0.01% No change 140 $30K
Wolff Wiese Magana LLC 0.02% Add +3.8% 138 $29K
Howard Hughes Medical Institute 0.01% New 137 $29K
Signature Resources Capital Management, LLC 0.02% New 132 $28K
Founders Capital Management 0.02% No change 132 $28K
FNY Investment Advisers, LLC 0.01% New 134 $28K
Roble, Belko & Company, Inc 0.00% New 131 $28K
Solstein Capital, LLC 0.01% New 130 $28K
RMG Wealth Management LLC 0.00% — 126 $27K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +66.7% 125 $27K
Olistico Wealth, LLC 0.01% Add +439.1% 124 $26K
Beacon Capital Management, LLC 0.00% Reduce -31.3% 123 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +103.3% 122 $26K
Motco 0.00% Reduce -53.5% 119 $26K
Global X Japan Co., Ltd. 0.00% Add +45.0% 116 $25K
Cornerstone Planning Group LLC 0.01% Add +136.7% 116 $25K
IAG Wealth Partners, LLC 0.00% Add +53.3% 115 $24K
Team Financial Group, LLC 0.01% New 112 $24K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +35.4% 111 $24K
Pacific Center for Financial Services 0.01% No change 111 $24K
Peoples Financial Services Corp. 0.01% New 111 $24K
Raffa Wealth Management, LLC 0.00% Add +22.2% 110 $23K
Kilter Group LLC 0.01% New 107 $23K
Abound Wealth Management 0.01% Add +48.6% 107 $23K
North Capital, Inc. 0.02% Add +55.9% 106 $23K
SJS Investment Consulting Inc. 0.00% Add +87.3% 103 $22K
CarsonAllaria Wealth Management, Ltd. 0.01% New 102 $22K
Kathleen S. Wright Associates Inc. 0.01% No change 102 $22K
LMR Partners LLP 0.00% Reduce -99.8% 102 $22K
GS Investments, Inc. 0.01% New 101 $21K
Transce3nd, LLC 0.01% Add +2.0% 100 $21K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -77.1% 100 $21K
Logan Capital Management Inc. 0.00% No change 100 $21K
Elevation Wealth Partners, LLC 0.01% No change 96 $20K
Gen-Wealth Partners Inc 0.01% New 96 $20K
Highline Wealth Partners LLC 0.01% Add +53.2% 95 $20K
Sagard Holdings Management Inc. 0.06% — 93 $20K
WealthTrak Capital Management LLC 0.02% Add +200.0% 93 $20K
American Capital Advisory, LLC 0.01% New 91 $19K
Gables Capital Management Inc. 0.01% No change 90 $19K
Briaud Financial Planning Inc 0.01% New 91 $19K
High Note Wealth, LLC 0.00% Add +8800.0% 89 $19K
TFC Financial Management, Inc. 0.00% Add +102.4% 83 $18K
New England Capital Financial Advisors LLC 0.01% No change 80 $17K
Core Alternative Capital 0.00% No change 77 $16K
Global Wealth Strategies & Associates 0.00% No change 75 $16K
Byrne Asset Management LLC 0.01% No change 73 $16K
JDM Financial Group LLC 0.01% New 72 $15K
Clark Wealth Partners 0.01% Add +142.3% 63 $13K
Ameriflex Group, Inc. 0.01% Add +215.0% 63 $13K
Beaird Harris Wealth Management, LLC 0.00% Add +130.8% 60 $13K
Binnacle Investments Inc 0.01% Add +1833.3% 58 $12K
Curio Wealth, LLC 0.01% Add +5400.0% 55 $12K
Mascoma Wealth Management LLC 0.00% Add +139.1% 55 $12K
Prestige Wealth Management Group LLC 0.00% Add +107.7% 54 $11K
Caldwell Sutter Capital, Inc. 0.01% No change 52 $11K
YANKCOM Partnership 0.01% New 50 $11K
Louisbourg Investments Inc. 0.00% New 50 $11K
West Branch Capital LLC 0.00% No change 49 $10K
First Pacific Financial 0.00% Add +104.2% 49 $10K
Dauntless Investment Group, LLC 0.05% New 47 $10K
Financial Connections Group, Inc. 0.00% New 48 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +360.0% 46 $10K
Cetera Trust Company, N.A 0.01% No change 46 $10K
Red Tortoise LLC 0.00% Add +136.8% 45 $10K
IMG Wealth Management, Inc. 0.01% New 44 $9K
Rialto Wealth Management, LLC 0.00% Add +207.7% 40 $9K
Fortis Group Advisors, LLC 0.00% New 38 $8K
Vision Financial Markets LLC 0.01% New 36 $7K
Strengthening Families & Communities, LLC 0.00% Add +3400.0% 35 $7K
Minot DeBlois Advisors LLC 0.01% No change 35 $7K
Clearstead Trust, LLC 0.00% New 35 $7K
Bare Financial Services, Inc 0.00% Add +325.0% 34 $7K
Hughes Financial Services, LLC 0.00% Add +22.2% 33 $7K
Tidemark, LLC 0.00% New 33 $7K
Aspect Partners, LLC 0.00% Reduce -13.2% 33 $7K
United Community Bank 0.00% No change 33 $7K
Activest Wealth Management 0.00% Reduce -67.0% 33 $7K
Morse Asset Management, Inc 0.00% No change 33 $7K
Financial Gravity Companies, Inc. 0.00% — 33 $7K
Atlantic Private Wealth, LLC 0.00% New 31 $7K
10Elms LLP 0.01% New 31 $7K
Missouri Trust & Investment Co 0.00% No change 30 $6K
Nvwm, LLC 0.00% Add +222.2% 29 $6K
Darwin Wealth Management, LLC 0.00% No change 28 $6K
SWAN Capital LLC 0.00% New 28 $6K
Frazier Financial Advisors, LLC 0.00% No change 27 $6K
Principia Wealth Advisory, LLC 0.00% Add +17.4% 27 $6K
GFG Capital, LLC 0.00% New 27 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 27 $6K
IFS Advisors, LLC 0.00% No change 25 $5K
Mb, Levis & Associates, LLC 0.00% No change 25 $5K
Hollencrest Capital Management 0.00% New 25 $5K
Provenance Wealth Advisors, LLC 0.00% New 24 $5K
Hurley Capital, LLC 0.00% No change 23 $5K
Granite FO LLC 0.00% No change 22 $5K
HFM Investment Advisors, LLC 0.00% Add +450.0% 22 $5K
Westend Capital Management, LLC 0.00% No change 22 $5K
Morton Brown Family Wealth, LLC 0.00% No change 22 $5K
Aventura Private Wealth, LLC 0.00% Add +31.3% 21 $4K
Bellwether Advisors, LLC 0.00% New 21 $4K
Luminist Capital LLC 0.00% No change 20 $4K
Hoey Investments, Inc. 0.00% No change 20 $4K
Garde Capital, Inc. 0.00% New 20 $4K
Parkworth Wealth Management, Inc. 0.00% Add +233.3% 20 $4K
HighMark Wealth Management LLC 0.00% New 20 $4K
Caitong International Asset Management Co., Ltd 0.00% Add +1800.0% 19 $4K
New Millennium Group LLC 0.00% No change 19 $4K
Dagco, Inc. 0.00% Add +171.4% 19 $4K
Total Investment Management Inc. 0.00% New 18 $4K
Center for Financial Planning, Inc. 0.00% New 18 $4K
Financial Network Wealth Advisors LLC 0.00% New 15 $3K
Kiker Wealth Management, LLC 0.00% No change 15 $3K
Pineridge Advisors LLC 0.00% New 14 $3K
Evolution Wealth Management Inc. 0.00% — 14 $3K
Quaker Wealth Management, LLC 0.00% — 14 $3K
WestEnd Advisors, LLC 0.00% Add +16.7% 14 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Add +200.0% 12 $3K
Evergreen Private Wealth LLC 0.00% New 11 $2K
Mid-American Wealth Advisory Group, Inc. 0.00% New 10 $2K
Rakuten Securities, Inc. 0.00% Reduce -66.7% 10 $2K
Puff Wealth Management, LLC 0.00% New 9 $2K
Cranbrook Wealth Management, LLC 0.00% New 9 $2K
Nemes Rush Group LLC 0.00% New 9 $2K
TD Capital Management LLC 0.00% New 8 $2K
FSA Wealth Management LLC 0.00% New 8 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $2K
DecisionPoint Financial, LLC 0.00% New 7 $2K
Quest 10 Wealth Builders, Inc. 0.00% Add +75.0% 7 $1K
Redwood Park Advisors LLC 0.00% Reduce -91.4% 6 $1K
Proathlete Wealth Management LLC 0.00% New 6 $1K
Catherine Avery Investment Management LLC 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% New 5 $1K
Anfield Capital Management, LLC 0.00% New 5 $1K
Copeland Capital Management, LLC 0.00% New 5 $1K
Arlington Trust Co LLC 0.00% New 4 $851
Crewe Advisors LLC 0.00% Reduce -33.3% 2 $426
Northwest Capital Management Inc 0.00% No change 2 $335
LGT Financial Advisors LLC 0.00% New 1 $213

"% of holder's portfolio" is COF's weight in each manager's 13F, not the share of Capital One Financial Corp. the manager owns.