Capital One FinancialCOF

13F holders, Q4 2025 (December 31)
2,212holders +210
221new positions
110sold out
23famous investors
$242.23avg. 13F price*

At the end of Q4 2025, 2,212 institutions reported holding Capital One Financial Corp. (COF) in their 13F filings, up 210 from Q3 2025. 221 opened new positions and 110 sold out. The largest holders were Vanguard Group Inc. ($13.8B), BlackRock, Inc. ($12.4B) and State Street Corp. ($6.8B). 23 famous investors held it, including Glenn Greenberg (5.7% of Brave Warrior Advisors's portfolio), Stephen Mandel (4.1% of Lone Pine Capital's portfolio) and Dan Loeb (3.7% of Third Point'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions221$620.4M
Exits110$478.5M

All 13F filers, Q3 2025 → Q4 2025: 26,249,106 shares bought and 33,867,108 shares sold, net −7,618,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,212 holders

Vanguard Group Inc. 0.20% Add +0.6% 56,897,238 $13.8B
BlackRock, Inc. 0.21% Add +2.1% 51,005,251 $12.4B
State Street Corp. 0.23% Add +0.2% 27,873,327 $6.8B
Capital World Investors 0.82% Reduce -1.3% 24,735,526 $6.0B
FMR LLC 0.23% Add +12.1% 18,750,339 $4.5B
JPMorgan Chase & Co. 0.28% Reduce -2.1% 16,904,366 $4.1B
Geode Capital Management, LLC 0.21% Reduce -0.2% 14,070,236 $3.4B
Franklin Resources Inc. 0.75% Add +5.4% 12,476,462 $3.0B
Harris Associates (Oakmark Funds) 3.33% Add +19.9% 10,825,295 $2.6B
Dodge & Cox 1.20% Reduce -24.3% 9,163,067 $2.2B
Morgan Stanley 0.13% Add +3.9% 8,677,981 $2.1B
Norges Bank 0.22% — 8,622,723 $2.1B
Davis Selected Advisers 9.38% Add +2.8% 8,614,766 $2.1B
Goldman Sachs Group Inc. 0.26% Reduce -2.5% 7,600,872 $1.8B
Berkshire Hathaway 0.63% No change 7,150,000 $1.7B
Aristotle Capital Management, LLC 3.40% Reduce -4.8% 7,010,674 $1.7B
Fisher Asset Management 0.57% Reduce -4.9% 6,937,362 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% Reduce -0.8% 6,811,179 $1.7B
Eagle Capital Management LLC 5.07% Reduce -1.4% 6,716,093 $1.6B
Northern Trust Corp. 0.20% Reduce -7.4% 6,553,207 $1.6B
Bank of America Corp. 0.11% Add +3.1% 6,445,729 $1.6B
Capital Research Global Investors 0.26% Reduce -30.1% 5,887,545 $1.4B
Bank of New York Mellon Corp 0.25% Reduce -11.6% 5,831,870 $1.4B
Invesco Ltd. 0.12% Reduce -3.4% 5,343,529 $1.3B
Pzena Investment Management LLC 3.64% Reduce -0.6% 5,020,853 $1.2B
Charles Schwab Investment Management Inc. 0.16% Reduce -0.7% 4,244,108 $1.0B
Capital International Investors 0.15% Add +0.6% 4,062,559 $984.7M
T. Rowe Price Associates Inc. 0.10% Reduce -2.0% 3,800,000 $921.0M
Legal & General Group Plc 0.20% Reduce -1.3% 3,742,653 $907.1M
Dimensional Fund Advisors LP 0.19% Reduce -2.6% 3,688,683 $894.1M
AQR Capital Management 0.43% Add +64.9% 3,366,692 $816.0M
Viking Global Investors 1.90% Reduce -60.0% 2,952,317 $715.5M
Royal Bank of Canada 0.12% Add +7.1% 2,902,519 $703.5M
Canada Pension Plan Investment Board 0.43% Reduce -9.8% 2,673,260 $647.9M
UBS Group AG 0.13% Reduce -5.2% 2,671,950 $647.6M
Alliancebernstein L.P. 0.20% Add +15.8% 2,585,355 $626.6M
Deutsche Bank AG 0.20% Add +17.0% 2,513,598 $609.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 3.09% Reduce -11.8% 2,487,661 $602.9M
Newport Trust Company, LLC 1.44% Reduce -2.6% 2,483,012 $601.8M
D. E. Shaw & Co. 0.48% Add +185.1% 2,443,036 $592.1M
Boston Partners 0.61% Reduce -4.4% 2,445,269 $591.4M
Nuveen, LLC 0.15% Add +1.3% 2,412,306 $584.6M
Lone Pine Capital 4.09% Reduce -10.7% 2,294,891 $556.2M
Amundi 0.16% Reduce -17.1% 2,167,945 $525.4M
Janus Henderson Group PLC 0.23% Reduce -7.4% 2,112,099 $511.9M
Egerton Capital (UK) LLP 5.45% Reduce -0.4% 2,069,130 $501.5M
Ruane, Cunniff & Goldfarb L.P. 7.83% Reduce -1.4% 2,068,023 $501.2M
Clearbridge Investments, LLC 0.39% Reduce -5.5% 2,013,927 $488.1M
Samlyn Capital, LLC 7.40% Add +2.1% 1,913,380 $463.7M
HSBC Holdings PLC 0.25% Add +17.5% 1,843,293 $447.5M
Meritage Group LP 13.85% Reduce -20.8% 1,837,016 $445.2M
Swiss National Bank 0.25% Reduce -5.0% 1,752,516 $424.7M
Barclays PLC 0.16% Add +2.3% 1,604,750 $388.9M
Sessa Capital IM, L.P. 7.51% Reduce -13.9% 1,558,233 $377.7M
Sumitomo Mitsui Trust Group, Inc. 0.22% Reduce -3.6% 1,529,569 $370.7M
Neuberger Berman Group LLC 0.27% Reduce -11.1% 1,510,456 $366.2M
Envestnet Asset Management Inc. 0.11% Reduce -7.4% 1,507,255 $365.3M
National Pension Service 0.27% Reduce -3.9% 1,491,607 $361.5M
Wells Fargo & Company 0.07% Add +6.9% 1,455,818 $352.8M
Bessemer Group Inc. 0.54% Add +7143.2% 1,448,126 $351.0M
W1M Asset Management Ltd 3.57% Add +3367.6% 1,416,720 $343.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +4.6% 1,339,528 $332.1M
Ensign Peak Advisors, Inc 0.59% Reduce -14.6% 1,368,241 $331.6M
Millennium Management 0.24% Reduce -2.1% 1,355,146 $328.4M
Voya Investment Management LLC 0.36% Reduce -41.9% 1,314,354 $318.5M
Maverick Capital 3.38% Add +19.6% 1,296,397 $314.2M
Artisan Partners Limited Partnership 0.47% Add +256.9% 1,266,153 $306.9M
Marshall Wace, LLP 0.29% Reduce -42.8% 1,253,029 $303.7M
Point72 Asset Management 0.48% Add +22.7% 1,196,857 $290.1M
TrinityBridge Ltd 6.35% Add +7.9% 1,182,202 $286.7M
Barrow Hanley Mewhinney & Strauss LLC 0.95% Reduce -10.9% 1,180,516 $286.1M
California Public Employees Retirement System 0.16% Reduce -0.9% 1,178,872 $285.7M
Rhumbline Advisers 0.23% Reduce -2.5% 1,161,691 $281.5M
BNP Paribas Financial Markets 0.18% Add +33.2% 1,158,322 $280.7M
Raymond James Financial Inc. 0.08% Reduce -2.5% 1,103,311 $267.4M
Third Point 3.68% Reduce -20.6% 1,100,000 $266.6M
Russell Investments Group, Ltd. 0.29% Add +8.6% 1,081,740 $262.4M
KBC Group NV 0.59% Add +1.1% 1,073,550 $260.2M
Ameriprise Financial Inc. 0.06% Add +0.3% 1,057,339 $256.3M
Qube Research & Technologies Ltd 0.36% Add +26.9% 1,045,818 $253.5M
Thrivent Financial for Lutherans 0.45% Add +0.6% 1,027,642 $249.1M
Sei Investments Co. 0.24% Add +36.3% 1,022,667 $247.9M
Brave Warrior Advisors 5.73% Add +4.6% 1,008,862 $244.5M
Wellington Management Group LLP 0.04% Add +8.1% 957,640 $232.1M
California State Teachers Retirement System 0.23% Reduce -1.9% 954,427 $231.3M
Ontario Teachers Pension Plan Board 4.79% Reduce -3.6% 853,538 $206.9M
Agf Management Ltd. 0.89% New 841,648 $204.0M
Los Angeles Capital Management LLC 0.69% Reduce -8.7% 929,679 $203.0M
D1 Capital Partners 1.88% Reduce -15.6% 828,210 $200.7M
Holocene Advisors, LP 0.41% Reduce -31.0% 796,893 $193.1M
Prudential Financial Inc. 0.23% Add +30.1% 790,593 $191.6M
Robeco Institutional Asset Management B.V. 0.27% Add +9.7% 788,799 $191.2M
Bank of Montreal 0.08% Add +11.6% 786,108 $190.5M
ANTIPODES PARTNERS Ltd 3.98% Add +12.4% 782,667 $189.7M
PointState Capital LP 3.14% Reduce -28.2% 758,066 $183.7M
AustralianSuper Pty Ltd 0.83% Add +36.5% 741,137 $179.6M
Assenagon Asset Management S.A. 0.26% Reduce -42.8% 725,545 $175.8M
New York State Common Retirement Fund 0.23% Reduce -2.2% 714,398 $173.1M
Principal Financial Group Inc. 0.09% Add +2.1% 708,439 $171.7M
1832 Asset Management L.P. 0.21% Add +57.5% 681,399 $165.1M
Alua Capital Management LP 12.16% No change 677,086 $164.1M
Artemis Investment Management LLP 1.93% Add +0.0% 660,242 $160.0M
Fiduciary Management Inc. 1.75% Reduce -7.2% 656,735 $159.2M
Squarepoint Ops LLC 0.32% Add +245.9% 646,228 $156.6M
Allspring Global Investments Holdings, LLC 0.25% Add +27.0% 630,295 $156.3M
Truist Financial Corp. 0.21% Add +2.5% 640,050 $155.1M
LPL Financial LLC 0.04% Add +13.1% 619,329 $150.1M
140 Summer Partners LP 11.57% Add +15.2% 611,450 $148.2M
Panagora Asset Management Inc. 0.51% Reduce -2.7% 589,167 $142.8M
CAS Investment Partners, LLC 6.06% Reduce -12.2% 584,125 $141.6M
New York State Teachers Retirement System 0.27% Reduce -3.5% 565,995 $137.2M
State Board of Administration of Florida Retirement System 0.24% Reduce -2.5% 565,341 $137.0M
Aviva PLC 0.23% Add +5.5% 560,116 $135.7M
Nomura Asset Management International Inc. 0.20% — 554,058 $134.3M
Adage Capital Partners Gp, L.L.C. 0.20% Reduce -2.9% 548,928 $133.0M
PFA Pension, Forsikringsaktieselskab 0.37% — 539,568 $131.6M
Citadel Advisors 0.09% Reduce -75.0% 534,439 $129.5M
First Manhattan Co. Llc. 0.34% Add +0.2% 527,487 $127.8M
Mackenzie Financial Corp. 0.15% Reduce -17.0% 522,115 $127.1M
Manufacturers Life Insurance Company, The 0.10% Add +15.5% 520,686 $126.2M
CANADA LIFE ASSURANCE Co 0.22% Reduce -32.5% 511,914 $124.2M
Southpoint Capital Advisors LP 2.82% No change 500,000 $121.2M
Corient Private Wealth LP 0.16% Add +1.6% 499,783 $121.2M
Natixis Advisors, LLC 0.17% Reduce -22.9% 497,618 $120.6M
Schroder Investment Management Group 0.09% Add +13.7% 489,683 $118.7M
Vaughan Nelson Investment Management, L.P. 1.15% Reduce -43.0% 485,517 $117.7M
Abrams Bison Investments, LLC 8.61% Reduce -4.2% 479,000 $116.1M
Zurich Insurance Group Ltd 0.80% Reduce -27.4% 474,335 $115.0M
Senator Investment Group LP 4.58% Add +14.4% 471,805 $114.3M
Susquehanna International Group, LLP 0.16% Add +106.6% 465,804 $112.9M
Aberdeen Group plc 0.17% Reduce -1.8% 465,280 $112.8M
Healthcare of Ontario Pension Plan Trust Fund 0.19% Add +51.0% 462,231 $112.0M
Citigroup Inc. 0.08% Reduce -9.4% 462,159 $112.0M
Stifel Financial Corp. 0.10% Reduce -2.3% 453,421 $109.9M
Empyrean Capital Partners, LP 4.01% Add +44.2% 444,000 $107.6M
Korea Investment CORP 0.21% Reduce -4.9% 439,721 $106.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.23% Reduce -2.1% 434,287 $105.3M
PNC Financial Services Group, Inc. 0.06% Add +1.0% 424,694 $102.9M
Storebrand Asset Management As 0.27% Add +0.5% 421,521 $102.2M
AMF Tjanstepension AB 0.63% Add +82.6% 417,107 $101.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +16.9% 398,492 $96.6M
Quantinno Capital Management LP 0.19% Add +28.2% 395,283 $95.8M
Commerce Bank 0.53% Add +0.9% 395,264 $95.8M
Treasurer of the State of North Carolina 0.30% Add +10.5% 384,546 $93.2M
Primecap Management Co. 0.07% Reduce -23.1% 382,970 $92.8M
Eurizon Capital SGR S.p.A. 0.29% — 378,788 $91.9M
Avantyr Capital Partners, LP 5.49% — 378,400 $91.7M
Danske Bank A/S 0.21% Add +7.5% 376,710 $91.3M
Victory Capital Management Inc. 0.05% Reduce -0.5% 376,526 $91.3M
Intermede Investment Partners Ltd 3.68% Reduce -4.7% 369,497 $89.6M
Pictet Asset Management Holding SA 0.09% Reduce -10.1% 367,624 $89.1M
Sound Shore Management Inc 2.82% Reduce -20.0% 365,756 $88.6M
Royal London Asset Management Ltd. 0.18% Reduce -0.8% 355,694 $86.2M
HighTower Advisors, LLC 0.09% Add +18.1% 353,767 $85.7M
Allianz Asset Management GmbH 0.10% Reduce -25.2% 350,942 $85.1M
Cerity Partners LLC 0.12% Add +5.3% 347,759 $84.3M
Palestra Capital Management LLC 2.93% Reduce -50.6% 340,394 $82.5M
Dendur Capital LP 8.57% Add +25.9% 340,000 $82.4M
APG Asset Management N.V. 0.23% Reduce -4.9% 396,650 $81.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Add +2.3% 337,921 $81.8M
Lansforsakringar Fondforvaltning AB (publ) 0.40% Reduce -19.6% 335,134 $81.2M
683 Capital Management, LLC 7.11% Add +3.1% 335,000 $81.2M
Central Securities Corp 6.53% No change 335,000 $81.2M
Cibc World Markets Corp. 0.41% — 334,267 $81.0M
State of Wisconsin Investment Board 0.18% Reduce -10.3% 334,180 $81.0M
Bank of Nova Scotia 0.12% Add +308.3% 326,693 $79.2M
Federation des caisses Desjardins du Quebec 0.30% Add +61.6% 325,962 $79.0M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -1.2% 325,511 $78.9M
Capital International, Inc. 0.61% Reduce -1.9% 317,819 $77.0M
KLP Kapitalforvaltning As 0.29% Add +0.9% 307,362 $74.5M
National Bank of Canada 0.08% Reduce -21.1% 307,003 $74.4M
Junto Capital Management LP 1.66% Reduce -7.8% 306,838 $74.4M
Macquarie Group Ltd. 0.32% Reduce -65.5% 297,014 $72.0M
Federated Hermes, Inc. 0.12% Reduce -45.2% 292,108 $70.8M
Ofi Invest Asset Management 1.01% Reduce -50.6% 342,960 $70.8M
Swedbank AB 0.07% Add +3.9% 286,451 $69.4M
RNC Capital Management LLC 3.15% Add +0.8% 285,646 $69.2M
Jupiter Asset Management Ltd. 0.55% Reduce -26.6% 282,117 $68.4M
Toronto Dominion Bank 0.12% Reduce -7.6% 280,998 $68.1M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -3.7% 280,454 $68.0M
Bruni J V & Co. 6.67% Reduce -0.6% 280,344 $67.9M
Caisse de depot et placement du Quebec 0.11% Reduce -50.1% 279,099 $67.6M
Nisa Investment Advisors, LLC 0.22% Reduce -0.5% 278,902 $67.6M
Asset Management One Co., Ltd. 0.19% Reduce -0.9% 273,145 $67.1M
Seizert Capital Partners, LLC 2.82% Add +2.1% 275,597 $66.8M
Public Employees Retirement System of Ohio 0.21% Reduce -3.2% 271,960 $65.9M
Canoe Financial LP 0.89% Reduce -28.5% 270,753 $65.6M
Nordea Investment Management AB 0.06% Add +239.5% 265,062 $64.7M
M&G PLC 0.33% Reduce -26.4% 257,068 $62.2M
Fernbridge Capital Management LP 3.03% Add +23.7% 254,517 $61.7M
Skandinaviska Enskilda Banken AB (publ) 0.24% Add +22.8% 248,338 $60.2M
Mn Services Vermogensbeheer B.V. 0.37% Add +1.6% 247,601 $60.0M
TD Asset Management Inc 0.05% Add +2.7% 246,641 $59.8M
Rockefeller Capital Management L.P. 0.11% Add +21.6% 246,517 $59.7M
Chilton Investment Co. Inc. 1.25% Add +1292.5% 246,506 $59.7M
Mediolanum International Funds Ltd 0.59% Reduce -4.6% 243,265 $59.3M
M.D. Sass, LLC 4.66% Add +8.9% 244,121 $59.2M
Hosking Partners LLP 1.98% Reduce -9.0% 240,535 $58.3M
Goldentree Asset Management LP 3.11% New 235,684 $57.0M
Associated Banc-Corp 1.45% Reduce -1.0% 234,478 $56.8M
Discovery Capital Management, LLC / CT 3.07% Add +14.8% 232,210 $56.3M
Cetera Investment Advisers 0.06% Add +3.1% 231,091 $56.0M
Renaissance Technologies 0.09% New 228,304 $55.3M
Jane Street Group, LLC 0.07% Add +75.9% 226,540 $54.9M
Callodine Capital Management, LP 4.41% Add +1.9% 226,345 $54.9M
Delta Global Management LP 3.98% Add +11.9% 225,459 $54.6M
Kingsview Wealth Management, LLC 0.78% Add +1872.5% 224,488 $54.4M
Nomura Asset Management Co. Ltd. 0.14% Add +2.9% 223,977 $54.3M
Hudson Bay Capital Management LP 0.33% Add +0.2% 219,826 $53.3M
Clarkston Capital Partners, LLC 1.23% Reduce -4.1% 219,639 $53.2M
State of New Jersey Common Pension Fund D 0.19% Reduce -2.3% 218,663 $53.0M
Ieq Capital, LLC 0.16% Add +44.0% 218,592 $53.0M
Mariner, LLC 0.06% Add +40.3% 217,975 $52.8M
American Century Companies Inc. 0.03% Reduce -2.6% 216,723 $52.5M
GMO 0.13% Add +14.5% 216,404 $52.4M
US Bancorp \de 0.06% Add +114.7% 214,153 $51.9M
Blackstone Inc. 0.23% Reduce -33.0% 214,030 $51.9M
Handelsbanken Fonder AB 0.16% Add +1.5% 213,678 $51.8M
Creative Planning 0.04% Add +14.6% 211,481 $51.3M
MML Investors Services, LLC 0.12% Add +7.0% 211,190 $51.2M
HRT Financial LP 0.16% Add +24.5% 207,295 $50.2M
O'shaughnessy Asset Management, LLC 0.27% Add +3.0% 203,001 $49.2M
State of Tennessee, Department of Treasury 0.16% Reduce -3.7% 223,434 $48.9M
Resona Asset Management Co.,Ltd. 0.23% Reduce -3.7% 199,998 $48.6M
Basswood Capital Management, L.L.C. 2.12% No change 198,531 $48.1M
SG Americas Securities, LLC 0.06% Add +688.6% 196,843 $47.7M
Rafferty Asset Management, LLC 0.16% Reduce -8.7% 195,851 $47.5M
Calamos Advisors LLC 0.28% Reduce -2.1% 194,301 $47.1M
Focus Partners Wealth 0.05% Add +221.8% 194,195 $47.1M
DNB Asset Management AS 0.16% Add +20.7% 193,237 $46.8M
Moore Capital Management, LP 0.99% Reduce -20.3% 192,163 $46.6M
Teewinot Capital Advisers, L.L.C. 3.37% Reduce -2.9% 189,409 $45.9M
Osaic Holdings, Inc. 0.07% Reduce -1.2% 188,249 $45.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.32% Reduce -2.2% 188,331 $45.6M
Gateway Investment Advisers LLC 0.42% Add +0.3% 186,686 $45.2M
Keybank National Association 0.16% Add +0.0% 184,445 $44.7M
CIBC Asset Management Inc 0.11% Add +107.7% 184,310 $44.7M
Burney Co./ 1.39% Reduce -1.5% 184,285 $44.7M
Fifth Third Bancorp 0.14% Add +9.0% 183,335 $44.4M
Thornburg Investment Management Inc. 0.56% Reduce -0.2% 182,654 $44.3M
STRS Ohio 0.17% Reduce -3.0% 182,644 $44.3M
Arizona State Retirement System 0.24% Reduce -3.3% 180,862 $43.8M
Commonwealth Equity Services, LLC 0.06% Reduce -11.7% 178,608 $43.3M
Baird Financial Group, Inc. 0.07% Add +14.7% 177,631 $43.1M
State of Michigan Retirement System 0.21% Reduce -2.6% 176,964 $42.9M
Bronte Capital Management Pty Ltd. 4.45% Reduce -33.5% 175,540 $42.5M
Levin Capital Strategies, L.P. 3.66% Reduce -1.5% 174,050 $42.2M
Andra AP-fonden 0.52% Reduce -11.8% 173,031 $41.9M
Montanova Capital, LLC 1.04% Reduce -28.0% 171,970 $41.7M
Picton Mahoney Asset Management 0.45% Add +2.8% 170,385 $41.3M
Czech National Bank 0.26% Add +3.2% 167,634 $40.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -12.5% 166,253 $40.4M
Ariel Investments 0.42% Reduce -21.2% 162,230 $39.3M
Public Sector Pension Investment Board 0.13% Reduce -4.5% 161,947 $39.2M
Bridgewater Associates 0.14% Reduce -22.6% 157,774 $38.2M
Adams Diversified Equity Fund, Inc. 1.27% No change 157,670 $38.2M
Steadfast Capital Management LP 0.67% Add +51.9% 157,200 $38.1M
Capitolis Liquid Global Markets LLC 0.22% Add +8.3% 155,000 $37.6M
Cibc World Market Inc. 0.07% Add +8.7% 154,705 $37.5M
PB Investment Partners, L.P. 23.75% No change 154,259 $37.4M
MetLife Investment Management, LLC 0.18% Reduce -3.9% 152,284 $36.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.79% Reduce -1.8% 150,466 $36.5M
Teachers Retirement System of the State of Kentucky 0.27% No change 149,321 $36.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -3.7% 147,876 $35.8M
Wealth Enhancement Advisory Services, LLC 0.05% Add +19.6% 135,865 $35.8M
Banco Santander, S.A. 0.27% Add +63.4% 146,946 $35.6M
Gillson Capital LP 2.30% Add +80.5% 145,043 $35.2M
Heritage Investors Management Corp. 1.02% Reduce -1.1% 144,405 $35.0M
Jones Financial Companies LLLP 0.02% Add +10.8% 142,974 $34.7M
Comerica Bank 0.14% Reduce -6.1% 140,301 $34.0M
Troluce Capital Advisors LLC 26.25% Reduce -26.7% 140,000 $33.9M
Tredje AP-fonden 0.26% No change 140,000 $33.9M
J. Safra Sarasin Holding AG 0.54% Reduce -8.6% 137,441 $33.3M
Vontobel Holding Ltd. 0.11% Add +6.8% 136,653 $33.1M
Retirement Systems of Alabama 0.11% Reduce -0.9% 135,244 $32.8M
Pinebridge Investments LLC 0.24% — 135,105 $32.7M
Mercer Global Advisors Inc. 0.05% Add +16.4% 134,908 $32.7M
IFM Investors Pty Ltd 0.27% Add +3.2% 134,452 $32.6M
ProShare Advisors LLC 0.06% Add +4.5% 133,775 $32.4M
Forsta Ap-Fonden 0.19% Reduce -2.7% 132,394 $32.1M
One Fin Capital Management LP 12.12% No change 131,536 $31.9M
Evergreen Capital Management LLC 0.71% Reduce -64.7% 130,473 $31.6M
Blair William & Co. 0.08% Reduce -2.2% 129,842 $31.5M
Varma Mutual Pension Insurance Co 0.19% Add +4.6% 129,282 $31.3M
Man Group plc 0.06% Add +11.6% 129,080 $31.3M
Tidal Investments LLC 0.13% Add +15.6% 128,387 $31.1M
M&T Bank Corp 0.10% Add +3.6% 126,651 $30.7M
Amalgamated Bank 0.22% Add +0.1% 123,843 $30.0M
Janney Montgomery Scott LLC 0.07% Add +6.8% 123,117 $29.8M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +19.7% 122,639 $29.7M
Ostrum Asset Management 1.42% Reduce -32.1% 122,323 $29.6M
Destination Wealth Management 0.77% Reduce -4.4% 121,361 $29.4M
Mark Asset Management LP 3.25% Add +17.8% 119,716 $29.0M
Assetmark, Inc. 0.06% Add +0.9% 118,832 $28.8M
Blue Sparrow, LLC 0.54% — 118,108 $28.6M
Pathstone Holdings, LLC 0.11% Add +2.0% 116,405 $28.2M
Swiss Life Asset Management Ltd 0.14% Add +11.2% 115,843 $28.1M
Teacher Retirement System of Texas 0.10% Add +3.1% 115,047 $27.9M
Polaris Capital Management, LLC 2.31% Reduce -15.8% 115,044 $27.9M
Daiwa Securities Group Inc. 0.09% Add +0.6% 114,587 $27.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +23.2% 113,480 $27.5M
Whittier Trust Co. 0.29% Add +3.5% 103,584 $26.7M
Deprince Race & Zollo Inc. 0.51% Add +9.6% 109,544 $26.5M
Blue Whale Capital LLP 1.35% Reduce -22.4% 108,568 $26.3M
Woodline Partners LP 0.10% Add +28.4% 108,538 $26.3M
BW Gestao de Investimentos Ltda. 0.92% New 107,606 $26.1M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.38% — 107,458 $26.0M
Wealthfront Advisers LLC 0.06% Reduce -0.4% 107,129 $26.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.23% — 106,734 $25.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Reduce -1.3% 104,421 $25.3M
BI Asset Management Fondsmaeglerselskab A/S 0.22% Add +98.4% 103,892 $25.2M
Utah Retirement Systems 0.24% Reduce -0.0% 103,855 $25.2M
Ceredex Value Advisors LLC 0.74% Reduce -46.8% 101,856 $24.7M
Edgar Lomax Co. 1.85% Reduce -2.3% 100,685 $24.4M
Xponance LLC 0.18% Add +5.8% 100,582 $24.4M
OP Asset Management Ltd 0.29% Add +43.1% 100,015 $24.2M
NorthCrest Asset Manangement, LLC 0.54% Add +5.0% 96,577 $24.2M
Vanguard Personalized Indexing Management, LLC 0.24% Add +4.4% 99,691 $24.2M
American Assets Investment Management, LLC 1.66% No change 99,500 $24.1M
First Trust Advisors LP 0.02% Reduce -36.6% 99,114 $24.0M
Atlantic Union Bankshares Corp 0.44% Reduce -0.3% 97,132 $23.5M
Munich Reinsurance Co Stock Corp in Munich 0.57% Add +10162.5% 96,467 $23.5M
Cwm, LLC 0.06% Add +27.3% 96,922 $23.5M
Busey Bank 0.62% Reduce -0.8% 96,874 $23.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% Reduce -13.0% 96,722 $23.4M
Martingale Asset Management L P 0.59% Add +21.6% 96,531 $23.4M
Police & Firemen's Retirement System of New Jersey 0.19% Reduce -5.4% 96,068 $23.3M
USS Investment Management Ltd 0.12% Reduce -0.4% 95,750 $23.2M
Sanctuary Advisors, LLC 0.13% Reduce -1.2% 95,690 $23.2M
State of Alaska, Department of Revenue 0.25% Reduce -6.6% 95,096 $23.0M
Cercano Management LLC 0.87% Add +53.1% 94,570 $22.9M
Ossiam 0.46% Add +652.5% 94,505 $22.9M
Glenmede Trust Co. NA 0.11% — 93,309 $22.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +0.9% 93,230 $22.6M
Captrust Financial Advisors 0.04% Add +15.5% 93,022 $22.5M
New York Life Investment Management LLC 0.19% Reduce -0.9% 92,390 $22.4M
Stony Point Capital LLC 1.63% Add +2.6% 91,179 $22.1M
Markel Group 0.18% No change 91,000 $22.1M
LMR Partners LLP 0.28% New 90,003 $21.8M
Mizuho Markets Americas LLC 0.47% No change 90,000 $21.8M
Hancock Whitney Corp. 0.39% Add +0.4% 88,659 $21.5M
Oppenheimer Asset Management Inc. 0.26% Reduce -1.6% 88,551 $21.5M
Zacks Investment Management 0.17% Add +1.4% 87,790 $21.3M
Element Capital Management LLC 10.90% Add +159.6% 86,890 $21.1M
NEOS Investment Management LLC 0.12% Add +9.0% 86,640 $21.0M
Optiver Holding B.V. 0.37% Add +20.8% 85,917 $20.8M
Ethic Inc. 0.32% Add +4.4% 85,867 $20.8M
LMCG Investments, LLC 1.19% Add +1.1% 85,705 $20.8M
Park National Corp. 0.64% Reduce -4.1% 85,263 $20.7M
Rakuten Investment Management, Inc. 0.07% New 83,791 $20.6M
Farmers & Merchants Investments Inc. 0.57% Add +1.2% 84,711 $20.5M
QRG Capital Management, Inc. 0.22% Add +5.7% 82,927 $20.1M
Hantz Financial Services, Inc. 0.30% Reduce -7.1% 82,742 $20.1M
Interval Partners, LP 0.47% Add +8.8% 82,574 $20.0M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.3% 82,555 $20.0M
Nissay Asset Management Corp. /Japan 0.10% Add +0.8% 81,850 $19.8M
Caption Management, LLC 0.89% New 81,110 $19.7M
Vinva Investment Management Ltd 0.24% Add +43.5% 77,786 $19.0M
Chesley Taft & Associates LLC 0.75% Add +10.4% 78,076 $18.9M
Abn Amro Investment Solutions 0.28% Add +30.9% 78,002 $18.9M
Cookson Peirce & Co. Inc. 0.78% Reduce -2.2% 77,963 $18.9M
ASR Vermogensbeheer N.V. 0.22% Add +0.4% 77,869 $18.9M
Cander Asset Management LP 3.49% — 77,862 $18.9M
Kelly Lawrence W & Associates Inc. 4.69% Reduce -0.6% 77,630 $18.8M
Susquehanna Fundamental Investments, LLC 0.64% No change 77,582 $18.8M
Unison Advisors LLC 1.63% No change 76,900 $18.6M
DAVENPORT & Co LLC 0.10% Add +5.6% 76,830 $18.6M
Elo Mutual Pension Insurance Co 0.28% Add +26.3% 76,598 $18.6M
Point Break Capital Management, LLC 16.45% — 76,507 $18.5M
CCM Investment Advisers LLC 1.74% Add +0.8% 74,896 $18.2M
Orion Porfolio Solutions, LLC 0.13% Add +131.0% 73,924 $17.9M
Yousif Capital Management, LLC 0.20% Reduce -6.2% 78,184 $17.9M
Candriam S.C.A. 0.09% Add +9.6% 73,678 $17.9M
Callan Family Office, LLC 0.38% Add +11.8% 73,330 $17.8M
Oregon Public Employees Retirement Fund 0.22% Reduce -0.5% 72,782 $17.6M
Investment Management Corp of Ontario 0.23% Add +3.8% 72,511 $17.6M
Hutchinson Capital Management 2.99% Add +0.1% 72,024 $17.5M
D.A. Davidson & Co. 0.11% Add +4.3% 71,497 $17.3M
Thompson Siegel & Walmsley LLC 0.29% Reduce -13.7% 70,407 $17.1M
Saraza Management, LP 6.46% Reduce -34.3% 69,000 $16.7M
RBF Capital, LLC 0.76% No change 68,916 $16.7M
Mutual of America Capital Management LLC 0.17% Reduce -1.5% 68,267 $16.5M
Parallax Volatility Advisers, L.P. 0.58% Add +3085.9% 68,020 $16.5M
Cortland Associates Inc. 2.05% Reduce -1.0% 67,050 $16.3M
Trexquant Investment LP 0.14% Reduce -1.6% 66,544 $16.1M
Venator Management LLC 3.63% Add +5.6% 66,367 $16.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -16.1% 66,243 $16.1M
Cna Financial Corp. 7.66% Add +30.0% 65,000 $15.8M
Loews Corp 0.13% Add +30.0% 65,000 $15.8M
Credit Agricole S A 0.04% Add +5.3% 64,920 $15.7M
Cinctive Capital Management LP 0.90% Add +10.0% 64,491 $15.6M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -1.9% 64,056 $15.5M
LB Partners LLC 14.33% No change 64,056 $15.5M
Blume Capital Management, Inc. 2.83% Reduce -0.1% 63,472 $15.4M
Envestnet Portfolio Solutions, Inc. 0.05% Add +92.5% 63,447 $15.4M
Westwood Holdings Group Inc. 0.13% Reduce -33.8% 63,402 $15.4M
&partners 0.08% Add +11.6% 62,884 $15.2M
McMillan Office, Inc. 1.79% — 61,194 $14.8M
B. Metzler seel. Sohn & Co. AG 0.13% Add +5.5% 60,968 $14.8M
Brown Advisory Inc. 0.02% Reduce -1.2% 60,860 $14.7M
Ibex Wealth Advisors 1.44% Add +8.6% 60,502 $14.7M
Alley Investment Management Company, LLC 1.72% Reduce -1.7% 60,484 $14.7M
Concurrent Investment Advisors, LLC 0.17% Add +256.9% 60,409 $14.6M
Park Avenue Securities LLC 0.12% Reduce -0.3% 60,291 $14.6M
Rokos Capital Management LLP 0.21% Reduce -94.2% 59,676 $14.5M
First Fiduciary Investment Counsel, Inc. 2.79% Reduce -0.2% 59,373 $14.4M
Eldred Rock Partners, LLC 3.65% Reduce -10.9% 58,116 $14.1M
DekaBank Deutsche Girozentrale 0.02% No change 87,554 $13.9M
Worldquant Millennium Advisors LLC 0.05% New 56,339 $13.7M
Cramer Rosenthal McGlynn LLC 0.87% Reduce -12.0% 55,748 $13.5M
Sienna Gestion 0.81% Add +10.2% 55,159 $13.4M
Arvest Bank Trust Division 0.72% Reduce -1.9% 54,609 $13.2M
U.S. Capital Wealth Advisors, LLC 0.33% Reduce -18.0% 51,973 $12.6M
Bailard, Inc. 0.27% Add +0.5% 50,996 $12.4M
Pacer Advisors, Inc. 0.03% Reduce -9.9% 50,948 $12.3M
Stolper Co 3.61% Add +0.1% 50,501 $12.2M
Dana Investment Advisors, Inc. 0.35% Add +0.7% 50,294 $12.2M
BLB&B Advisors, LLC 0.51% Add +3.2% 50,204 $12.2M
First Long Island Investors, LLC 0.88% Add +1.4% 49,324 $12.0M
Pinnacle Associates Ltd. 0.15% Add +6.8% 49,256 $11.9M
Triveni Capital Investments LP 8.85% — 48,982 $11.9M
Engineers Gate Manager LP 0.14% Reduce -10.3% 48,880 $11.8M
Natixis 0.05% Reduce -22.7% 48,530 $11.8M
Atria Investments, Inc 0.13% Reduce -0.4% 48,530 $11.8M
UniSuper Management Pty Ltd 0.07% Add +0.4% 48,435 $11.7M
Susquehanna Portfolio Strategies, LLC 0.18% No change 48,267 $11.7M
Great Lakes Advisors, LLC 0.09% Add +0.6% 47,753 $11.6M
Allstate Corp. 0.16% Add +101.5% 47,581 $11.5M
Oliver Luxxe Assets LLC 1.75% Add +2.0% 47,342 $11.5M
Financial Strategies Group, Inc. 2.06% Add +1.7% 44,203 $11.4M
Avanza Fonder AB 0.29% Reduce -0.7% 46,565 $11.3M
Walleye Capital LLC 0.07% New 46,565 $11.3M
Alpha Omega Wealth Management LLC 1.86% Reduce -1.0% 46,364 $11.2M
Xcel Wealth Management, LLC 2.92% Add +5.1% 46,230 $11.2M
Schonfeld Strategic Advisors LLC 0.06% Reduce -75.8% 45,568 $11.0M
Vestmark Advisory Solutions, Inc. 0.15% Add +131.8% 45,055 $10.9M
Kestra Advisory Services, LLC 0.04% Add +14.9% 44,923 $10.9M
Graham Capital Management, L.P. 0.53% New 44,664 $10.8M
Whittier Trust Co. of Nevada Inc. 0.22% Reduce -1.4% 41,806 $10.8M
Dakota Wealth Management 0.19% Reduce -1.5% 44,456 $10.8M
Salem Investment Counselors Inc. 0.30% Add +0.0% 44,417 $10.8M
Flputnam Investment Management Co. 0.16% Add +5.5% 44,150 $10.7M
Generali Asset Management SPA SGR 0.22% Reduce -1.1% 43,934 $10.6M
Evolve Private Wealth, LLC 0.63% — 43,646 $10.6M
CIBC Private Wealth Group LLC 0.02% Add +0.9% 43,564 $10.6M
Verde Servicos Internacionais S.A. 3.37% Reduce -45.4% 43,406 $10.5M
Shikiar Asset Management Inc. 2.85% Reduce -2.8% 43,393 $10.5M
Osmosis Investment Management UK Ltd 0.26% — 42,905 $10.4M
Beacon Pointe Advisors, LLC 0.07% Add +1.2% 42,892 $10.4M
Strong Tower Advisory Services 1.85% Add +3.5% 42,621 $10.3M
NewEdge Advisors, LLC 0.04% Add +27.4% 42,388 $10.3M
Lombard Odier Asset Management (Switzerland) SA 0.44% New 42,349 $10.3M
Easterly Investment Partners LLC 0.62% Reduce -12.3% 41,973 $10.2M
Mizuho Securities USA LLC 0.17% Reduce -0.6% 46,290 $10.1M
William B. Walkup & Associates, Inc. 5.55% Reduce -0.8% 41,803 $10.1M
CastleKnight Management LP 0.57% Add +17.9% 41,452 $10.0M
IMC-Chicago, LLC 0.18% Reduce -35.2% 41,365 $10.0M
Polar Capital Holdings Plc 0.05% Add +1.9% 40,961 $9.9M
Merit Financial Group, LLC 0.08% Add +66.4% 40,364 $9.8M
Boothbay Fund Management, LLC 0.26% Reduce -20.1% 40,250 $9.8M
S-Bank Fund Management Ltd 1.26% New 40,000 $9.7M
Kentucky Retirement Systems 0.26% No change 39,466 $9.6M
Norinchukin Bank, The 0.11% Add +6.6% 39,399 $9.5M
Sendero Wealth Management, LLC 1.05% Reduce -9.5% 39,214 $9.5M
Kanawha Capital Management LLC 0.65% Reduce -0.4% 39,105 $9.5M
Choreo, LLC 0.12% Reduce -3.2% 38,464 $9.4M
First National Trust Co 0.31% Add +198.7% 38,613 $9.4M
Aptus Capital Advisors, LLC 0.08% Add +331.2% 38,506 $9.3M
HighPoint Advisor Group LLC 0.20% Add +46.0% 38,431 $9.3M
Smith Chas P & Associates Pa Cpas 0.49% Add +38.3% 38,366 $9.3M
AMJ Financial Wealth Management 2.20% Add +99.4% 37,864 $9.2M
Palmer Knight Co 4.81% Reduce -0.1% 37,820 $9.2M
Hartford Investment Management Co. 0.27% Reduce -2.0% 36,646 $8.9M
Nadler Financial Group, Inc. 0.82% Add +0.0% 36,579 $8.9M
Kwmg, LLC 0.76% Reduce -0.1% 36,467 $8.8M
Global X Japan Co., Ltd. 0.67% Add +958.9% 36,192 $8.8M
Moran Wealth Management, LLC 0.27% Reduce -4.8% 36,118 $8.8M
Knights of Columbus Asset Advisors LLC 0.50% Add +157.8% 36,066 $8.7M
Campbell Capital Management Inc. 2.95% Add +0.1% 36,015 $8.7M
Crossmark Global Holdings, Inc. 0.12% Add +5.5% 35,834 $8.7M
Huntington National Bank 0.07% Reduce -0.1% 35,368 $8.6M
Caprock Group, LLC 0.18% Add +2.7% 35,141 $8.5M
Jefferies Financial Group Inc. 0.07% Reduce -76.7% 34,830 $8.4M
Alyeska Investment Group, L.P. 0.02% Reduce -86.9% 34,806 $8.4M
Steward Partners Investment Advisory, LLC 0.05% Add +0.5% 34,721 $8.4M
Sterling Capital Management LLC 0.14% Add +66.0% 34,572 $8.4M
Bokf, NA 0.13% Reduce -4.9% 34,536 $8.4M
United Capital Financial Advisors, LLC 0.05% Add +2.4% 34,500 $8.4M
Wellington Shields Capital Management, LLC 1.21% Add +1.9% 34,214 $8.3M
Campbell & CO Investment Adviser LLC 0.39% New 33,860 $8.2M
IFG Advisory, LLC 0.36% Reduce -5.8% 33,680 $8.2M
Martin & Co. Inc. 1.40% Add +2.7% 33,624 $8.1M
Tower Research Capital LLC (TRC) 0.20% Add +74.2% 33,588 $8.1M
Mgo One Seven LLC 0.17% Add +303.6% 33,410 $8.1M
Coastal Bridge Advisors, LLC 0.60% Add +0.3% 33,159 $8.0M
Signet Financial Management, LLC 0.90% Add +0.3% 33,096 $8.0M
Castleark Management LLC 0.23% Add +104.0% 32,920 $8.0M
Louisiana State Employees Retirement System 0.14% Reduce -3.3% 32,500 $7.9M
Hudson Edge Investment Partners Inc. 1.16% Reduce -7.1% 32,245 $7.8M
Stablepoint Partners, LLC 1.22% Add +1.8% 32,235 $7.8M
King Luther Capital Management Corp. 0.03% Reduce -2.7% 31,968 $7.7M
Gulf International Bank (UK) Ltd 0.25% No change 31,952 $7.7M
Chase Investment Counsel Corp. 2.14% Add +4.0% 31,633 $7.7M
FORA Capital, LLC 0.93% New 31,577 $7.7M
Elevation Point Wealth Partners, LLC 0.37% Add +252.3% 31,358 $7.6M
Maryland State Retirement & Pension System 0.16% No change 31,351 $7.6M
Continental Advisors LLC 4.92% Reduce -13.8% 31,305 $7.6M
Voleon Capital Management LP 0.16% Add +37.3% 31,019 $7.5M
Zweig-DiMenna Associates LLC 0.53% Reduce -33.9% 30,750 $7.5M
Lazard Asset Management LLC 0.01% Add +14.3% 30,542 $7.4M
Canada Post Corp Registered Pension Plan 0.28% Reduce -4.7% 30,443 $7.4M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -17.2% 30,371 $7.4M
Dark Forest Capital Management LP 0.33% Reduce -60.6% 30,157 $7.3M
Baker Ellis Asset Management LLC 0.88% Reduce -0.7% 30,123 $7.3M
Midwest Professional Planners, LTD. 1.73% Reduce -1.4% 30,086 $7.3M
Vaughan David Investments LLC 0.16% Reduce -2.2% 29,772 $7.2M
Tenere Capital LLC 5.58% New 29,708 $7.2M
Hamilton Capital Partners Inc. 0.26% Add +14.7% 29,616 $7.2M
Genoa Capital Gestora de Recursos Ltda. 4.55% — 29,599 $7.2M
Private Advisor Group, LLC 0.03% Add +12.9% 29,545 $7.2M
Empowered Funds, LLC 0.12% Reduce -49.5% 29,526 $7.2M
HB Wealth Management, LLC 0.05% Add +8.6% 29,487 $7.1M
Illinois Municipal Retirement Fund 0.09% Reduce -50.9% 29,414 $7.1M
New Mexico Educational Retirement Board 0.21% Add +1.7% 29,352 $7.1M
Maltese Capital Management LLC 1.28% Reduce -40.1% 29,347 $7.1M
ING Groep NV 0.04% Reduce -2.0% 29,343 $7.1M
DF Dent & Co. Inc. 0.10% Reduce -10.9% 29,236 $7.1M
Capital International Sarl 0.11% Add +15.7% 29,177 $7.1M
Laird Norton Wetherby Trust Company, LLC 0.15% New 29,160 $7.1M
SCS Capital Management LLC 0.07% Reduce -2.3% 28,695 $7.0M
BTC Capital Management, Inc. 0.48% Reduce -5.9% 28,518 $6.9M
DRW Securities, LLC 0.52% Reduce -20.3% 28,361 $6.9M
TD Waterhouse Canada Inc. 0.04% Add +84.3% 28,335 $6.9M
Oppenheimer & Co. Inc. 0.10% Reduce -1.6% 28,185 $6.8M
Alerus Financial NA 0.33% Add +0.6% 27,985 $6.8M
Van Strum & Towne Inc. 1.89% Add +0.1% 27,951 $6.8M
Summit Financial, LLC 0.10% Add +4.5% 27,928 $6.8M
Tran Capital Management, L.P. 0.81% Reduce -51.4% 27,864 $6.8M
Seascape Capital Management 1.91% Reduce -2.5% 27,732 $6.7M
Philadelphia Financial Management of San Francisco, LLC 1.38% New 27,643 $6.7M
Tritonpoint Wealth, LLC 0.68% Reduce -11.1% 27,494 $6.7M
Metis Global Partners, LLC 0.16% Add +6.0% 27,376 $6.6M
Benson Investment Management Company, Inc. 2.32% Add +2.2% 27,332 $6.6M
Pinnacle Financial Partners, Inc. 0.05% — 27,311 $6.6M
Linscomb Wealth, Inc. 0.28% Add +0.8% 27,272 $6.6M
Ascent Group, LLC 0.23% Add +1.6% 27,166 $6.6M
Karl Kapital LLC 5.81% — 27,028 $6.6M
Reliant Investment Management, LLC 2.64% Reduce -0.7% 26,886 $6.5M
Asio Capital, LLC 0.92% Add +27.7% 26,826 $6.5M
Phoenix Financial Ltd. 0.07% Reduce -8.7% 26,768 $6.5M
Jump Financial, LLC 0.09% Add +5.8% 26,144 $6.3M
MUFG Securities EMEA plc 0.07% Add +112.9% 26,062 $6.3M
National Philanthropic Trust 0.06% Reduce -18.8% 26,035 $6.3M
Principal Securities, Inc. 0.10% Add +10.4% 25,837 $6.3M
Fremen Capital Management LP 5.11% — 25,770 $6.2M
Advisory Services Network, LLC 0.09% Add +7.3% 25,607 $6.2M
AG2R La Mondiale Gestion D'actifs 0.27% Add +6.2% 25,558 $6.2M
GC Wealth Management RIA, LLC 0.23% Reduce -21.3% 25,451 $6.2M
Banque Cantonale Vaudoise 0.22% Add +84.3% 25,432 $6.2M
Tocqueville Asset Management L.P. 0.09% Add +8.8% 25,427 $6.2M
Lighthouse Investment Partners, LLC 0.20% Reduce -23.6% 25,296 $6.1M
Old National Bancorp 0.10% Reduce -29.8% 25,160 $6.1M
Quadrant Capital Group LLC 0.18% Add +0.8% 25,155 $6.1M
JTC Employer Solutions Trustee Ltd 0.41% No change 25,000 $6.1M
Avalon Global Asset Management LLC 1.35% New 25,000 $6.1M
Lido Advisors, LLC 0.02% Add +1.9% 28,092 $6.1M
Covenant Asset Management, LLC 1.15% Add +0.0% 24,698 $6.0M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -4.4% 24,520 $5.9M
Webster Bank, N. A. 0.56% Reduce -0.1% 24,506 $5.9M
Quantitative Investment Management, LLC 0.58% New 24,505 $5.9M
Sequoia Financial Advisors, LLC 0.03% Add +32.8% 24,301 $5.9M
Arkadios Wealth Advisors 0.11% Add +32.3% 23,702 $5.7M
Algert Global LLC 0.09% New 23,691 $5.7M
Lynch & Associates 1.08% Add +1.4% 23,504 $5.7M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -4.0% 23,125 $5.6M
Tiaa Trust, National Association 0.01% Reduce -5.6% 22,940 $5.6M
Cypress Financial Planning LLC 1.55% Reduce -0.4% 22,703 $5.5M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +1.8% 22,790 $5.5M
Citizens Financial Group Inc. 0.07% Add +4.6% 22,758 $5.5M
OMERS ADMINISTRATION Corp 0.04% Reduce -28.4% 22,742 $5.5M
E. Ohman J:or Asset Management AB 0.13% Reduce -16.4% 22,548 $5.5M
Equitable Holdings, Inc. 0.04% Add +33.1% 22,489 $5.5M
Buffalo Business & Estate Services Ltd. 0.78% — 22,448 $5.4M
LS Investment Advisors, LLC 0.76% Reduce -1.2% 22,305 $5.4M
Empirical Finance, LLC 0.26% Reduce -4.1% 22,195 $5.4M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -2.7% 22,097 $5.4M
Meeder Advisory Services, Inc. 0.23% Add +3.0% 22,064 $5.3M
Benjamin Edwards Inc. 0.06% Add +6.7% 22,027 $5.3M
Intech Investment Management LLC 0.05% Add +20.6% 22,004 $5.3M
Walleye Trading LLC 0.08% Add +143.2% 21,729 $5.3M
Castle Hook Partners LP 0.08% Reduce -72.7% 21,586 $5.2M
North Dakota State Investment Board 0.19% — 21,548 $5.2M
Glenview Trust Co 0.08% Add +1.5% 21,303 $5.2M
Global Retirement Partners, LLC 0.09% Add +85.9% 21,216 $5.1M
Cannell & Spears LLC 0.10% Add +0.8% 21,206 $5.1M
Bleakley Financial Group, LLC 0.09% Add +9.7% 21,187 $5.1M
English Capital Management LLC 3.21% No change 21,176 $5.1M
Johnson Financial Group, Inc. 0.19% Add +6.6% 21,165 $5.1M
TCTC Holdings, LLC 0.15% No change 21,149 $5.1M
Savant Capital, LLC 0.03% Reduce -1.3% 20,958 $5.1M
Florida Trust Wealth Management Co 0.14% Reduce -6.3% 20,794 $5.0M
Eagle Rock Investment Company, LLC 0.70% No change 20,541 $5.0M
PCJ Investment Counsel Ltd. 1.22% Reduce -55.2% 20,400 $4.9M
Horizon Investments, LLC 0.06% Reduce -22.1% 20,365 $4.9M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.3% 20,313 $4.9M
Harbour Investments, Inc. 0.10% Add +59.6% 20,119 $4.9M
14B Captial Management LP 3.90% Reduce -39.4% 20,000 $4.8M
Group One Trading LLC 0.14% New 19,974 $4.8M
Trust Co. of Vermont 0.20% Reduce -0.9% 19,861 $4.8M
Heritage Trust Co 0.49% Add +0.5% 19,852 $4.8M
Gabelli Funds LLC 0.03% Add +37.9% 19,852 $4.8M
Birnam Oak Advisors, LP 1.10% No change 19,833 $4.8M
Highland Capital Management, LLC 0.24% Reduce -4.5% 19,780 $4.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.17% — 19,743 $4.8M
PEAK6 LLC 0.13% New 19,579 $4.7M
Cadence Bank 0.28% Add +1.1% 19,493 $4.7M
Rehmann Capital Advisory Group 0.24% Add +2.7% 19,196 $4.7M
Kestra Private Wealth Services, LLC 0.06% Add +0.9% 19,091 $4.6M
Guggenheim Capital LLC 0.03% Reduce -24.5% 18,850 $4.6M
World Investment Advisors 0.07% Add +26.8% 18,825 $4.6M
Northwest & Ethical Investments L.P. 0.10% Reduce -39.8% 18,775 $4.6M
Ritholtz Wealth Management 0.08% Add +7.9% 18,763 $4.5M
Robertson Stephens Wealth Management, LLC 0.13% Reduce -3.7% 18,662 $4.5M
Allworth Financial LP 0.02% Add +22.9% 18,606 $4.5M
Meitav Investment House Ltd. 0.05% Add +731.8% 18,591 $4.5M
Old Second National Bank of Aurora 0.90% Add +0.4% 18,579 $4.5M
Clearstead Advisors, LLC 0.06% Add +21.1% 18,429 $4.5M
River Wealth Advisors LLC 0.50% Reduce -5.9% 18,413 $4.5M
Williams Jones Wealth Management, LLC. 0.05% Add +571.0% 18,311 $4.4M
Signaturefd, LLC 0.07% Add +0.4% 18,244 $4.4M
Vista Investment Management 1.46% Reduce -1.6% 18,202 $4.4M
Partners Capital Investment Group, LLP 0.16% New 18,202 $4.4M
Tufton Capital Management 0.77% Add +4.2% 18,184 $4.4M
Annex Advisory Services, LLC 0.08% New 18,162 $4.4M
Fifth Third Wealth Advisors LLC 0.15% Add +2.7% 18,119 $4.4M
EJF Capital LP 2.49% Reduce -8.8% 18,101 $4.4M
Wealthspire Advisors, LLC 0.03% Add +31.5% 18,088 $4.4M
Oddo BHF Asset Management Sas 0.16% Add +28.8% 18,060 $4.4M
Clear Harbor Asset Management, LLC 0.30% Add +4.0% 18,043 $4.4M
Sigma Planning Corp 0.12% Add +15.3% 18,006 $4.4M
Lakewood Capital Management, LP 0.30% No change 18,000 $4.4M
Cresset Asset Management, LLC 0.02% Add +2.9% 17,962 $4.4M
Summit Trail Advisors, LLC 0.07% Reduce -11.0% 17,872 $4.3M
IFP Advisors, Inc 0.10% Add +53.3% 17,784 $4.3M
Pallas Capital Advisors LLC 0.14% Add +15.3% 17,703 $4.3M
Vident Advisory, LLC 0.04% Add +4.5% 17,667 $4.3M
Magnetar Financial LLC 0.04% Reduce -15.6% 17,524 $4.2M
Transcend Capital Advisors, LLC 0.33% Add +7.7% 17,431 $4.2M
Third View Private Wealth, LLC 0.57% — 17,417 $4.2M
Securian Asset Management, Inc. 0.16% Reduce -44.0% 17,287 $4.2M
MLP3, LLC 4.57% — 17,266 $4.2M
Thomasville National Bank 0.26% Reduce -2.3% 17,245 $4.2M
Mufg Securities Americas Inc. 0.26% Reduce -0.7% 17,127 $4.2M
GAMMA Investing LLC 0.21% Add +10.9% 17,101 $4.1M
FineMark National Bank & Trust 0.13% Reduce -0.4% 17,093 $4.1M
Bell & Brown Wealth Advisors, LLC 1.33% Reduce -2.2% 17,080 $4.1M
TD Private Client Wealth LLC 0.09% Reduce -15.1% 17,073 $4.1M
Vise Technologies, Inc. 0.08% Add +38.8% 17,002 $4.1M
RFG Advisory, LLC 0.08% Add +126.7% 16,899 $4.1M
Brooklyn Investment Group 0.19% Add +80.7% 16,634 $4.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +40.8% 16,797 $4.1M
Wakefield Asset Management LLLP 1.10% Reduce -2.2% 16,690 $4.0M
Manning & Napier Advisors LLC 0.05% Reduce -53.2% 16,570 $4.0M
Carnegie Investment Counsel 0.07% Add +63.0% 16,647 $4.0M
Forum Financial Management, LP 0.05% Reduce -6.5% 16,616 $4.0M
Trivium Point Advisory, LLC 0.40% Reduce -5.0% 16,574 $4.0M
Kentucky Retirement Systems Insurance Trust Fund 0.26% No change 16,542 $4.0M
Greenleaf Trust 0.04% Add +1.3% 16,526 $4.0M
YHB Investment Advisors, Inc. 0.28% Reduce -2.6% 16,464 $4.0M
Montag A & Associates Inc. 0.18% Reduce -12.2% 16,463 $4.0M
Concentric Capital Strategies, LP 0.21% New 16,376 $4.0M
LBMC Investment Advisors, LLC 0.25% Reduce -0.6% 16,357 $4.0M
Gotham Asset Management 0.01% Add +3.6% 16,299 $4.0M
Integrated Advisors Network LLC 0.17% Reduce -30.1% 16,181 $3.9M
MAI Capital Management 0.02% Add +16.3% 16,163 $3.9M
Stephens Inc. 0.05% Add +0.7% 16,133 $3.9M
Cohen Klingenstein LLC 0.12% No change 16,064 $3.9M
Parallel Advisors, LLC 0.07% Add +3.5% 16,060 $3.9M
Coldstream Capital Management Inc. 0.05% Add +2.5% 16,028 $3.9M
Stratos Wealth Partners, LTD. 0.04% Add +5.6% 15,944 $3.9M
AdvisorNet Financial, Inc 0.20% Reduce -0.9% 15,837 $3.8M
Praxis Investment Management Inc. 0.23% No change 15,730 $3.8M
Nations Financial Group Inc, /Ia/ 0.20% Add +251.8% 15,655 $3.8M
Sustainable Insight Capital Management, LLC 1.27% Reduce -19.1% 15,646 $3.8M
Brown Brothers Harriman & Co. 0.02% Add +22.6% 15,601 $3.8M
Sciencast Management LP 0.52% New 15,590 $3.8M
Balyasny Asset Management L.P. 0.01% Reduce -94.9% 15,569 $3.8M
Independent Advisor Alliance 0.09% Add +25.6% 15,562 $3.8M
Appleton Partners Inc. 0.25% Reduce -0.7% 15,350 $3.7M
Intrust Bank NA 0.31% Add +0.9% 15,325 $3.7M
Two Sigma Investments, LP 0.01% Reduce -94.3% 15,203 $3.7M
Prudential PLC 0.03% Add +15.0% 15,193 $3.7M
Meridian Investment Counsel Inc. 0.89% Add +23.0% 15,161 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.3% 15,110 $3.7M
MASTERINVEST Kapitalanlage GmbH 0.35% Reduce -1.9% 14,907 $3.6M
Capital Group Private Client Services, Inc. 0.06% Reduce -2.5% 14,981 $3.6M
New England Research & Management, Inc. 1.59% Add +115.9% 14,952 $3.6M
Thompson Investment Management, Inc. 0.45% Reduce -4.7% 14,931 $3.6M
Baldwin Investment Management, LLC 0.40% Add +6.2% 14,790 $3.6M
FIL Ltd 0.00% Add +22.6% 14,763 $3.6M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -9.3% 14,737 $3.6M
Compound Planning, Inc. 0.11% Reduce -41.9% 14,716 $3.6M
Farther Finance Advisors, LLC 0.04% Add +77.4% 14,659 $3.6M
Trustmark Bank Trust Department 0.22% Reduce -31.0% 14,615 $3.5M
Apollon Wealth Management, LLC 0.06% Add +3.7% 14,531 $3.5M
Cantor Fitzgerald Investment Advisors L.P. 0.26% Reduce -11.1% 14,516 $3.5M
Round Rock Advisors LLC 0.53% Add +0.2% 14,508 $3.5M
Vestcor Inc 0.10% Reduce -9.8% 14,349 $3.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -1.1% 15,933 $3.5M
Griffin Asset Management, Inc. 0.37% Reduce -3.5% 14,175 $3.4M
Hilltop Holdings Inc. 0.21% Reduce -10.9% 14,144 $3.4M
Fidelis Capital Partners, LLC 0.25% Reduce -1.2% 14,025 $3.4M
Waverly Advisors, LLC 0.03% Add +101.7% 13,995 $3.4M
Kennondale Capital Management LLC 2.49% No change 13,988 $3.4M
Hudson Canyon Capital Management 1.98% No change 13,956 $3.4M
LSV Asset Management 0.01% Add +18.9% 13,818 $3.3M
CGN Advisors LLC 0.26% Add +0.3% 13,767 $3.3M
Prospera Financial Services Inc 0.05% Add +14.1% 13,749 $3.3M
Permanent Capital Management, LP 0.65% Add +5.9% 13,719 $3.3M
Dockside LLC 0.85% — 13,716 $3.3M
Aviance Capital Partners, LLC 0.38% Reduce -3.8% 13,713 $3.3M
Shelton Capital Management 0.07% No change 13,663 $3.3M
Axxcess Wealth Management, LLC 0.06% Reduce -5.2% 13,533 $3.3M
IMA Advisory Services, Inc. 0.31% Reduce -2.3% 13,482 $3.3M
Perigon Wealth Management, LLC 0.06% Add +13.1% 13,422 $3.3M
Dynasty Wealth Management, LLC 0.03% Add +14.1% 13,410 $3.2M
Smartleaf Asset Management LLC 0.12% Add +17.7% 13,197 $3.2M
Integrated Wealth Concepts LLC 0.04% Reduce -66.3% 13,224 $3.2M
Independent Financial Group, LLC 0.07% Reduce -2.1% 13,159 $3.2M
Eagle Bluffs Wealth Management LLC 1.29% Add +1.3% 13,134 $3.2M
Krilogy Financial LLC 0.11% Add +122.0% 14,358 $3.2M
UMB Bank, n.a. 0.04% Add +2.7% 12,995 $3.1M
Sowell Financial Services LLC 0.12% Reduce -0.2% 12,962 $3.1M
Salzhauer Michael 1.38% Reduce -11.3% 12,868 $3.1M
Legato Capital Management LLC 0.26% No change 12,678 $3.1M
Syon Capital LLC 0.15% Add +10.7% 12,655 $3.1M
Duncker Streett & Co. Inc. 0.54% No change 12,567 $3.0M
Kestra Investment Management, LLC 0.07% Add +8.2% 12,478 $3.0M
Twin Capital Management Inc. 0.37% Reduce -0.6% 12,437 $3.0M
Regions Financial Corp. 0.02% Reduce -3.6% 12,417 $3.0M
Peloton Wealth Strategists 1.18% Reduce -0.5% 12,250 $3.0M
Aaron Wealth Advisors LLC 0.16% Add +16.1% 12,150 $2.9M
V-Square Quantitative Management LLC 0.31% Reduce -8.4% 12,120 $2.9M
Carmel Capital Partners, LLC 1.02% Add +66.2% 12,022 $2.9M
Cumberland Partners Ltd 0.18% Add +60.0% 12,000 $2.9M
Vectors Research Management, LLC 0.88% Reduce -0.1% 11,940 $2.9M
Peddock Capital Advisors, LLC 0.61% Reduce -2.6% 11,919 $2.9M
Vision Capital Management, Inc. 0.35% Reduce -1.8% 11,892 $2.9M
Z3 Capital Partners, LLC 0.68% — 11,744 $2.8M
CPC Advisors, LLC 0.29% Add +9.6% 11,688 $2.8M
Fiduciary Alliance LLC 0.18% Reduce -0.7% 11,672 $2.8M
3Chopt Investment Partners, LLC 0.63% Reduce -0.6% 11,636 $2.8M
Sumitomo Life Insurance Co. 0.08% Add +0.9% 11,632 $2.8M
Cullen/Frost Bankers, Inc. 0.03% Add +3.0% 11,588 $2.8M
Chicago Partners Investment Group LLC 0.07% Add +36.7% 12,767 $2.8M
Dumont & Blake Investment Advisors LLC 0.66% Add +0.2% 11,322 $2.7M
Permanens Capital L.P. 0.36% New 11,278 $2.7M
VestGen Advisors, LLC 0.12% Reduce -26.3% 11,212 $2.7M
Culbertson A N & Co. Inc. 0.37% Reduce -1.5% 11,190 $2.7M
Verition Fund Management LLC 0.02% Reduce -78.2% 11,179 $2.7M
NewEdge Wealth, LLC 0.03% Add +83.2% 11,162 $2.7M
HM Payson & Co. 0.04% Reduce -11.3% 11,136 $2.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.15% No change 11,124 $2.7M
Trust Investment Advisors 1.42% Add +0.7% 11,012 $2.7M
Helix Partners Management LP 1.65% New 11,000 $2.7M
Meeder Asset Management Inc. 0.14% Reduce -90.8% 10,911 $2.6M
EP Wealth Advisors, LLC 0.01% — 10,863 $2.6M
Horizon Investment Services, LLC 0.94% Add +189.7% 10,820 $2.6M
Bridges Investment Management Inc. 0.03% Reduce -4.0% 10,806 $2.6M
Advisors Capital Management, LLC 0.03% Reduce -0.1% 10,708 $2.6M
Wedmont Private Capital 0.09% Add +6.5% 10,206 $2.6M
Gladstone Institutional Advisory LLC 0.10% Reduce -14.9% 10,587 $2.6M
Cassaday & Co Wealth Management LLC 0.05% Add +0.3% 10,569 $2.6M
Ballentine Partners, LLC 0.04% Reduce -2.5% 10,490 $2.5M
Somerset Trust Co 0.78% Reduce -3.1% 10,486 $2.5M
J.W. Cole Advisors, Inc. 0.06% Reduce -19.1% 14,795 $2.5M
17 Capital Partners, LLC 1.31% Add +0.0% 10,413 $2.5M
Dynamic Advisor Solutions LLC 0.08% Reduce -4.0% 10,362 $2.5M
Simon Quick Advisors, LLC 0.11% Add +7.2% 10,342 $2.5M
Regatta Capital Group, LLC 0.38% Add +0.2% 10,322 $2.5M
Pinnbrook Capital Management LP 0.65% New 10,293 $2.5M
Burke & Herbert Bank & Trust Co. 0.69% Reduce -0.4% 10,277 $2.5M
IFG Advisors, LLC 0.41% No change 10,220 $2.5M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -0.6% 10,186 $2.5M
Valeo Financial Advisors, LLC 0.05% Add +7.3% 10,146 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Reduce -2.9% 10,118 $2.5M
Tema ETFs LLC 0.19% Reduce -0.3% 10,086 $2.4M
TCW Group Inc. 0.02% New 10,047 $2.4M
American Assets Inc. 0.77% No change 10,000 $2.4M
Southern Capital Advisors, LLC 1.12% Add +0.3% 9,994 $2.4M
Saba Capital Management, L.P. 0.08% New 9,993 $2.4M
Argent Trust Co 0.08% Reduce -3.9% 9,976 $2.4M
City Holding Co. 0.30% Add +27.3% 9,902 $2.4M
Ameritas Advisory Services, LLC 0.09% Add +645.3% 9,890 $2.4M
Tandem Capital Management Corp. 1.09% Add +42.1% 9,870 $2.4M
Meiji Yasuda Life Insurance Co 0.07% Add +90.5% 9,852 $2.4M
Fortem Financial Group, LLC 0.63% Add +19.0% 9,733 $2.4M
Harbor Investment Advisory, LLC 0.18% Add +34.1% 9,698 $2.4M
Brooks, Moore & Associates, Inc. 1.15% Add +28.1% 9,690 $2.3M
Siemens Fonds Invest GmbH 0.12% Add +7.5% 9,600 $2.3M
Legacy Financial Advisors, Inc. 0.32% Add +10.9% 9,655 $2.3M
Great Lakes Retirement, Inc. 0.24% Add +2.4% 9,644 $2.3M
Ancora Advisors LLC 0.05% Reduce -4.6% 9,620 $2.3M
Burns J W & Co. Inc. 0.26% No change 9,600 $2.3M
Scotia Capital Inc. 0.01% Reduce -10.2% 9,574 $2.3M
Snowden Capital Advisors LLC 0.06% Reduce -7.6% 9,554 $2.3M
Groupama Asset Managment 0.03% Reduce -7.1% 9,552 $2.3M
Avestar Capital, LLC 0.16% Add +1.0% 9,548 $2.3M
Curi Capital, LLC 0.04% Add +209.7% 9,544 $2.3M
University of Texas/Texas Am Investment Management Co. 0.33% Reduce -13.2% 9,495 $2.3M
First Citizens Bank & Trust Co. 0.05% Add +2.6% 9,481 $2.3M
Camelot Portfolios, LLC 1.42% Reduce -11.8% 9,478 $2.3M
Brevan Howard Capital Management LP 0.05% Reduce -41.7% 9,396 $2.3M
Manuka Financial, LLC 1.40% Add +0.2% 9,293 $2.3M
CENTRAL TRUST Co 0.04% Reduce -3.4% 9,228 $2.2M
SageView Advisory Group, LLC 0.08% Reduce -1.6% 9,213 $2.2M
Wealth Advisors of Tampa Bay, LLC 0.77% Reduce -6.5% 9,173 $2.2M
River Street Advisors LLC 0.83% Add +2.1% 9,147 $2.2M
Quadrature Capital Ltd 0.02% Reduce -85.9% 9,140 $2.2M
First Horizon Corp. 0.10% Reduce -3.9% 9,107 $2.2M
Composition Wealth, LLC 0.03% Add +83.6% 9,088 $2.2M
Supplemental Annuity Collective Trust of NJ 0.57% No change 9,076 $2.2M
Qsemble Capital Management, LP 0.18% Add +557.0% 9,073 $2.2M
Jacobi Capital Management LLC 0.13% Add +9.9% 9,031 $2.2M
CSM Advisors, LLC 0.06% Reduce -59.6% 9,003 $2.2M
Sagespring Wealth Partners, LLC 0.04% Add +0.2% 8,941 $2.2M
GTS Securities LLC 0.07% Add +230.1% 8,906 $2.2M
Courier Capital LLC 0.12% Add +0.7% 8,884 $2.2M
Sivia Capital Partners, LLC 0.44% Add +142.8% 8,883 $2.2M
Aster Capital Management (DIFC) Ltd 0.94% Reduce -46.9% 8,834 $2.1M
BNP Paribas 0.06% New 8,825 $2.1M
VCI Wealth Management LLC 0.59% Add +18.4% 8,826 $2.1M
Compass Capital Corp. /Ma/ 0.82% Add +1.8% 9,788 $2.1M
Plato Investment Management Ltd 0.14% Add +27.4% 8,714 $2.1M
Portfolio Design Labs, LLC 0.35% Add +6.6% 8,656 $2.1M
Emissary Wealth LLC 1.74% — 8,566 $2.1M
Kintegral Advisory, LLC 0.17% Reduce -2.7% 8,505 $2.1M
Haverford Trust Co 0.02% Add +14.1% 8,497 $2.1M
Van Eck Associates Corp. 0.00% Reduce -3.0% 8,481 $2.1M
Legacy Capital Group California, Inc. 0.50% Reduce -0.7% 8,452 $2.0M
Simplex Trading, LLC 0.06% New 8,445 $2.0M
Diversified Trust Co. 0.04% Reduce -0.5% 8,436 $2.0M
Harvest Fund Management Co., Ltd 0.08% Add +9.0% 8,425 $2.0M
Wedbush Securities Inc. 0.06% Add +5.5% 8,382 $2.0M
Rowlandmiller & Partners.adv 0.39% No change 8,306 $2.0M
Giverny Capital 0.07% Reduce -0.0% 8,274 $2.0M
Main Street Group, LTD 0.69% Reduce -0.0% 8,270 $2.0M
Crawford Investment Counsel Inc. 0.03% Reduce -13.4% 8,250 $2.0M
Sovran Advisors, LLC 0.17% Reduce -46.7% 8,343 $2.0M
Moors & Cabot, Inc. 0.08% Add +0.8% 8,111 $2.0M
Pittenger & Anderson Inc. 0.08% Add +13.8% 8,106 $2.0M
Founders Financial Securities LLC 0.12% Reduce -0.1% 8,078 $2.0M
SageGuard Financial Group, LLC 0.31% — 8,060 $2.0M
Canal Capital Management, LLC 0.28% Reduce -4.5% 8,009 $1.9M
Kingstone Capital Partners Texas, LLC 1.13% Reduce -1.2% 7,988 $1.9M
Stock Yards Bank & Trust Co. 0.06% Reduce -7.5% 7,976 $1.9M
Family Legacy, Inc. 0.58% Reduce -0.4% 7,975 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +28.2% 7,876 $1.9M
Stenger Family Office, LLC 0.39% Add +0.3% 7,838 $1.9M
Independence Bank of Kentucky 0.24% Add +4.9% 7,832 $1.9M
Galvin, Gaustad & Stein, LLC 0.15% Reduce -2.3% 7,802 $1.9M
AE Wealth Management LLC 0.01% Add +9.6% 7,799 $1.9M
Brookstone Capital Management 0.02% Add +23.8% 7,798 $1.9M
Professional Financial Advisors, LLC 0.39% Add +7.8% 7,782 $1.9M
First National Bank of Omaha 0.06% New 7,721 $1.9M
Venture Visionary Partners LLC 0.06% Add +20.6% 7,739 $1.9M
South Shore Capital Advisors 1.37% — 7,731 $1.9M
Kingswood Wealth Advisors, LLC 0.09% Add +432.8% 7,715 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.35% Add +0.9% 7,700 $1.9M
Ashton Thomas Private Wealth, LLC 0.04% Add +9.9% 7,528 $1.8M
Adirondack Capital Advisors, LLC 1.23% — 7,520 $1.8M
Silvant Capital Management LLC 0.06% No change 7,504 $1.8M
Shay Capital LLC 0.29% New 7,500 $1.8M
Parkside Financial Bank & Trust 0.14% Add +2.1% 7,490 $1.8M
Fox Run Management, L.L.C. 0.28% Reduce -20.5% 7,461 $1.8M
SMART Wealth LLC 0.55% New 7,454 $1.8M
Leisure Capital Management 0.60% Reduce -1.2% 7,429 $1.8M
Premier Path Wealth Partners, LLC 0.23% Add +5.0% 7,422 $1.8M
Navalign, LLC 0.44% Reduce -0.8% 7,404 $1.8M
Lowe Brockenbrough & Co. Inc. 0.09% Add +2.0% 7,364 $1.8M
Personal Cfo Solutions, LLC 0.28% Add +5.8% 7,358 $1.8M
PFG Investments, LLC 0.08% Add +70.7% 7,321 $1.8M
CreativeOne Wealth, LLC 0.04% Add +4.0% 7,314 $1.8M
Intact Investment Management Inc. 0.05% No change 7,300 $1.8M
Two Sigma Securities, LLC 0.24% Reduce -63.3% 7,208 $1.7M
Modern Wealth Management, LLC 0.03% Add +17.1% 7,202 $1.7M
EverSource Wealth Advisors, LLC 0.06% Add +15.9% 7,193 $1.7M
Rydar Equities, Inc. 1.35% Add +30.5% 7,154 $1.7M
GenTrust, LLC 0.08% Add +11.9% 7,153 $1.7M
Integral Investment Advisors, Inc. 0.43% Reduce -2.9% 7,133 $1.7M
Soltis Investment Advisors LLC 0.11% Add +25.3% 7,110 $1.7M
Rothschild Investment LLC 0.09% Add +36.4% 7,103 $1.7M
Trust Asset Management LLC 0.12% Reduce -3.6% 7,100 $1.7M
Cidel Asset Management Inc. 0.12% Reduce -1.0% 7,087 $1.7M
Tiemann Investment Advisors, LLC 0.67% Reduce -5.1% 7,083 $1.7M
Spire Wealth Management 0.06% Reduce -0.1% 7,062 $1.7M
Fulton Bank, N.A. 0.06% Reduce -0.7% 7,033 $1.7M
Whelan Financial 0.53% Add +11.9% 7,025 $1.7M
Western Wealth Management, LLC 0.08% Reduce -0.1% 7,021 $1.7M
Capital Investment Advisors, LLC 0.03% Add +2.3% 7,019 $1.7M
Hennessy Advisors Inc. 0.06% Reduce -6.7% 7,000 $1.7M
Financial Engines Advisors L.L.C. 0.00% Add +27.1% 6,989 $1.7M
Nilsine Partners, LLC 0.15% Add +14.6% 6,984 $1.7M
Asset Dedication, LLC 0.11% Reduce -0.9% 6,963 $1.7M
Advisors Preferred, LLC 0.27% No change 6,800 $1.7M
Nordwand Advisors, LLC 0.29% Reduce -0.6% 6,927 $1.7M
Landscape Capital Management, L.L.C. 0.11% Add +98.4% 6,904 $1.7M
Prosperity Consulting Group, LLC 0.07% Reduce -2.0% 6,877 $1.7M
Stevens Capital Management LP 0.58% Reduce -71.6% 6,835 $1.7M
Icon Wealth Advisors, LLC 0.11% Reduce -19.2% 6,823 $1.7M
Exchange Traded Concepts, LLC 0.01% Reduce -49.8% 6,821 $1.7M
Centiva Capital, LP 0.10% New 6,758 $1.6M
Qtron Investments LLC 0.21% Reduce -5.8% 6,729 $1.6M
Foster & Motley Inc. 0.09% Reduce -16.4% 6,720 $1.6M
Meridian Financial Partners LLC 0.64% Add +0.1% 7,032 $1.6M
American Money Management, LLC 0.25% Add +41.4% 6,673 $1.6M
Machina Capital S.A.S. 0.31% Reduce -64.8% 6,655 $1.6M
Barden Capital Management, Inc. 1.32% Reduce -1.6% 6,630 $1.6M
Profund Advisors LLC 0.05% Reduce -21.7% 6,614 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +12.9% 6,535 $1.6M
Westbourne Investment Advisors, Inc. 0.44% Reduce -1.1% 6,526 $1.6M
Aprio Wealth Management, LLC 0.09% Add +72.6% 6,513 $1.6M
Choate Investment Advisors 0.03% Reduce -17.9% 6,508 $1.6M
GM Advisory Group, LLC 0.06% Add +1.2% 6,491 $1.6M
Sargent Investment Group, LLC 0.20% New 6,463 $1.6M
Cary Street Partners Financial LLC 0.04% Reduce -1.5% 6,461 $1.6M
Great Valley Advisor Group, Inc. 0.03% Add +19.5% 6,395 $1.6M
Raiffeisen Bank International AG 0.02% Reduce -62.5% 6,353 $1.5M
IPG Investment Advisors LLC 0.27% New 6,383 $1.5M
Diligent Investors, LLC 0.38% Add +0.1% 6,381 $1.5M
Kovack Advisors, Inc. 0.07% Add +68.5% 6,366 $1.5M
Fort Point Capital Partners LLC 0.19% Add +24.7% 6,487 $1.5M
Nicolet Advisory Services, LLC 0.10% Reduce -6.6% 6,584 $1.5M
Equitable Trust Co. 0.07% No change 6,320 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +0.1% 6,316 $1.5M
EPG Wealth Management LLC 0.41% Add +5.8% 6,314 $1.5M
Park Edge Advisors, LLC 0.34% New 6,274 $1.5M
Arax Advisory Partners 0.04% Reduce -77.3% 6,262 $1.5M
Greenspring Advisors, LLC 0.09% Add +210.2% 6,259 $1.5M
Essential Partners LLC 0.47% Add +5.2% 6,230 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -29.7% 6,228 $1.5M
Sagewood Asset Management LP 0.54% — 6,228 $1.5M
AlphaCore Capital LLC 0.03% Add +320.0% 6,216 $1.5M
Colonial River Investments, LLC 0.54% Add +2.1% 6,212 $1.5M
Mount Lucas Management LP 0.66% No change 6,142 $1.5M
OpenArc Corporate Advisory, LLC 0.02% — 6,140 $1.5M
Baron Capital (BAMCO) 0.00% Add +53.4% 6,135 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +44.4% 6,131 $1.5M
OneDigital Investment Advisors LLC 0.01% Reduce -5.8% 6,094 $1.5M
Hazlett, Burt & Watson, Inc. 0.47% Reduce -0.4% 6,083 $1.5M
Cigna Investments Inc. 0.21% Reduce -1.5% 6,082 $1.5M
Westpac Banking Corp. 0.09% Reduce -82.7% 6,067 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +1.1% 6,032 $1.5M
Platform Technology Partners 0.31% Add +0.8% 5,989 $1.5M
Gratus Wealth Advisors, LLC 0.20% Reduce -4.2% 5,955 $1.4M
Americana Partners, LLC 0.04% Add +12.7% 5,923 $1.4M
Whitener Capital Management, Inc. 0.32% Reduce -0.5% 5,889 $1.4M
Fisher Funds Management LTD 0.04% No change 5,834 $1.4M
EFG International AG 0.03% — 5,859 $1.4M
Cooper Financial Group 0.15% Reduce -6.0% 5,835 $1.4M
Arvest Investments, Inc. 0.20% Reduce -0.9% 5,830 $1.4M
NorthCoast Asset Management LLC 0.03% Reduce -95.5% 5,818 $1.4M
WealthTrust Asset Management, LLC 0.98% Reduce -1.7% 5,796 $1.4M
Bank of Hawaii 0.07% Reduce -7.0% 5,791 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.3% 5,790 $1.4M
Uncommon Cents Investing LLC 0.34% Add +2.2% 5,780 $1.4M
Atlas Capital Advisors Inc. 0.16% — 5,772 $1.4M
SouthState Bank Corp 0.06% Reduce -1.5% 5,738 $1.4M
Segment Wealth Management, LLC 0.08% Add +0.0% 5,736 $1.4M
Edgestream Partners, L.P. 0.04% New 5,670 $1.4M
Kathmere Capital Management, LLC 0.09% Add +18.3% 5,658 $1.4M
Fortress Private Ledger, LLC 0.45% Add +192.2% 5,637 $1.4M
Brookwood Investment Group LLC 0.16% Add +86.0% 5,587 $1.4M
GLOBALT Investments LLC / GA 0.05% Reduce -1.2% 5,562 $1.3M
Northcape Wealth Management, LLC 0.38% No change 5,561 $1.3M
Mather Group, Llc. 0.01% Add +22.4% 5,555 $1.3M
Western Financial Corp 0.53% Reduce -1.5% 5,545 $1.3M
Commerzbank Aktiengesellschaft 0.03% Add +1.0% 5,523 $1.3M
Greenland Capital Management LP 0.21% New 5,518 $1.3M
Daymark Wealth Partners, LLC 0.04% Add +7.3% 5,508 $1.3M
Continuum Advisory, LLC 0.13% Add +6.8% 5,493 $1.3M
Welch & Forbes LLC 0.02% Reduce -17.0% 5,479 $1.3M
Diversified Enterprises, LLC 0.08% Add +206.9% 5,472 $1.3M
Focused Alpha, LLC 0.39% — 5,462 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.40% Add +15.0% 5,435 $1.3M
Caldwell Trust Co 0.12% Add +1.6% 5,426 $1.3M
Modera Wealth Management, LLC 0.02% Add +1.6% 5,417 $1.3M
Power Wealth Management LLC 0.46% Reduce -1.9% 5,412 $1.3M
CI Investments Inc. 0.01% Reduce -74.4% 5,403 $1.3M
Jeppson Wealth Management, LLC 0.41% Reduce -0.7% 5,398 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -6.5% 5,385 $1.3M
Wealth Enhancement Trust Services, Inc. 0.16% — 5,377 $1.3M
Addison Capital Co 0.32% Reduce -9.4% 5,364 $1.3M
Avior Wealth Management, LLC 0.04% Add +39.2% 5,354 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +88.6% 5,348 $1.3M
Savvy Advisors, Inc. 0.04% Add +41.1% 5,336 $1.3M
Deltec Asset Management LLC 0.21% New 5,300 $1.3M
Bridgefront Capital, LLC 0.32% Reduce -32.0% 5,297 $1.3M
Seneca House Advisors 0.48% Reduce -1.6% 5,286 $1.3M
Lecap Asset Management Ltd. 0.51% Reduce -22.1% 5,275 $1.3M
Diversify Advisory Services, LLC 0.04% Reduce -13.4% 5,340 $1.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.48% Add +5145.0% 5,245 $1.3M
Sky Investment Group LLC 0.21% Add +13.7% 5,231 $1.3M
Everhart Financial Group, Inc. 0.12% Add +3.4% 5,223 $1.3M
Curated Wealth Partners LLC 0.14% Reduce -26.0% 5,175 $1.3M
Bank & Trust Co 0.89% No change 5,167 $1.3M
Highview Capital Management LLC 0.44% Reduce -30.6% 5,166 $1.3M
Csenge Advisory Group 0.06% Reduce -8.1% 5,145 $1.2M
Aspen Wealth Strategies, LLC 0.68% Reduce -0.1% 5,114 $1.2M
Caerus Investment Advisors, LLC 0.41% Add +21.3% 5,105 $1.2M
Monetary Management Group Inc. 0.29% Reduce -7.0% 5,099 $1.2M
Perpetual Ltd 0.02% Add +10.5% 5,097 $1.2M
Bank Ozk 0.43% Add +3.6% 5,073 $1.2M
PDS Planning, Inc 0.08% Add +18.5% 5,055 $1.2M
RMR Wealth Builders 0.10% Add +6.0% 5,020 $1.2M
Hilltop National Bank 0.29% Reduce -14.3% 5,013 $1.2M
Investor AB 0.02% New 5,000 $1.2M
NorthRock Partners, LLC 0.02% Reduce -68.9% 4,993 $1.2M
HUB Investment Partners, LLC 0.03% Add +20.5% 4,984 $1.2M
Certuity, LLC 0.08% Reduce -1.1% 4,981 $1.2M
Corsair Capital Management, L.P. 0.20% No change 4,981 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +0.9% 4,963 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +17.6% 4,962 $1.2M
Aspiriant, LLC 0.03% Add +20.5% 4,957 $1.2M
IHT Wealth Management, LLC 0.03% Add +11.4% 4,933 $1.2M
Strategic Blueprint, LLC 0.07% Add +211.0% 4,880 $1.2M
Quent Capital, LLC 0.09% Add +17.4% 4,879 $1.2M
Driehaus Capital Management LLC 0.01% Add +46.4% 4,870 $1.2M
Covenant Partners, LLC 0.34% No change 4,866 $1.2M
Thoroughbred Financial Services, LLC 0.07% Add +2.1% 4,868 $1.2M
Rossmore Private Capital 0.11% No change 4,843 $1.2M
Arista Wealth Management, LLC 0.14% Reduce -23.6% 4,828 $1.2M
Triglav Investments, D.O.O. 0.07% Reduce -24.0% 4,788 $1.2M
Integris Wealth Management, LLC 0.26% No change 4,770 $1.2M
Cerro Pacific Wealth Advisors LLC 0.31% Add +2.9% 4,770 $1.2M
Beck Bode, LLC 0.19% New 4,762 $1.2M
Northland Securities, Inc. 1.11% — 4,750 $1.2M
Baker Tilly Wealth Management, LLC 0.28% Add +0.5% 4,750 $1.2M
MCF Advisors LLC 0.06% Reduce -9.9% 4,743 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -41.6% 4,742 $1.1M
Wilmington Savings Fund Society, FSB 0.03% No change 4,740 $1.1M
Crews Bank & Trust 0.16% No change 4,739 $1.1M
Essex Financial Services, Inc. 0.07% Add +17.5% 4,737 $1.1M
Blue Trust, Inc. 0.01% Reduce -5.1% 4,733 $1.1M
Paragon Private Wealth Management, LLC 0.35% Add +4.6% 4,728 $1.1M
Calamos Wealth Management LLC 0.04% Add +3.4% 4,728 $1.1M
Thompson Davis & Co., Inc. 0.68% Reduce -5.8% 4,700 $1.1M
Eagle Harbor Asset Management Inc. 0.94% Reduce -5.8% 4,686 $1.1M
Beese Fulmer Investment Management, Inc. 0.07% Add +118.9% 4,676 $1.1M
Parcion Private Wealth LLC 0.07% Add +60.9% 4,673 $1.1M
Pettyjohn, Wood & White, Inc. 0.18% Add +16.1% 4,654 $1.1M
Mountain Pacific Investment Advisers LLC 0.18% No change 4,651 $1.1M
Mission Wealth Management, LP 0.02% Add +7.7% 4,635 $1.1M
North Star Asset Management Inc. 0.04% Reduce -2.9% 4,594 $1.1M
Geneos Wealth Management Inc. 0.03% Add +12.7% 4,571 $1.1M
Calton & Associates, Inc. 0.16% Add +0.9% 4,565 $1.1M
Cornercap Investment Counsel Inc. 0.54% Reduce -1.3% 4,547 $1.1M
JM2 Capital Inc. 0.88% — 4,531 $1.1M
Gsa Capital Partners LLP 0.09% Reduce -31.1% 4,517 $1.1M
Accredited Investors Inc. 0.06% New 4,514 $1.1M
Fieldview Capital Management, LLC 0.19% Add +123.9% 4,508 $1.1M
Level Four Advisory Services, LLC 0.04% Add +37.6% 4,504 $1.1M
Spectrum Strategic Capital Management, LLC 0.58% New 4,493 $1.1M
Waddell & Associates, LLC 0.07% Add +59.4% 4,488 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +7.0% 4,464 $1.1M
Orion Capital Management LLC 0.36% Add +7.7% 4,460 $1.1M
Balentine LLC 0.04% Add +141.2% 4,445 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +42.8% 4,440 $1.1M
SVB Wealth LLC 0.06% Reduce -30.1% 4,428 $1.1M
Stableford Capital II LLC 0.39% Add +54.9% 4,427 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +10.9% 4,424 $1.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -13.7% 4,418 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% Reduce -2.1% 4,405 $1.1M
Cordgrass Capital Advisors, LLC 0.26% Add +3.0% 4,402 $1.1M
Gryphon Financial Partners LLC 0.11% Add +10.4% 4,390 $1.1M
Net Worth Advisory Group 0.21% New 4,384 $1.1M
Romano Brothers and Company 0.12% Add +2.2% 4,378 $1.1M
Fiduciary Family Office, LLC 0.30% Reduce -9.9% 4,375 $1.1M
Journey Strategic Wealth LLC 0.03% Add +1.8% 4,357 $1.1M
Simplicity Wealth,LLC 0.06% Add +6.8% 4,339 $1.1M
Venturi Wealth Management, LLC 0.05% Reduce -11.4% 4,325 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -8.9% 4,320 $1.0M
Sunflower Bank, N.A. 0.26% Reduce -5.2% 4,316 $1.0M
PARUS FINANCE (UK) Ltd 0.27% No change 4,285 $1.0M
FourThought Financial Partners, LLC 0.09% Reduce -0.3% 4,266 $1.0M
CX Institutional 0.03% Reduce -1.2% 4,256 $1.0M
Erste Asset Management GmbH 0.01% Add +18.7% 4,190 $1.0M
Howard Capital Management, LLC 0.01% Add +0.5% 4,246 $1.0M
Baader Bank Aktiengesellschaft 0.09% Reduce -17.8% 4,236 $1.0M
Round Hill Asset Management 0.65% Reduce -43.1% 4,225 $1.0M
Patron Partners, LLC 0.46% Reduce -2.9% 4,221 $1.0M
Sunpointe, LLC 0.34% Add +11.6% 4,205 $1.0M
Pennsylvania Capital Management Inc. 0.28% Reduce -6.3% 4,198 $1.0M
Quotient Wealth Partners, LLC 0.03% Reduce -1.4% 4,167 $1.0M
Northern Financial Advisors Inc 1.15% Reduce -27.3% 4,160 $1.0M
Unified Investment Management 1.02% Add +0.4% 4,149 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -25.8% 4,142 $1.0M
Roman Butler Fullerton & Co. 0.26% Add +0.2% 4,268 $1.0M
Keel Point, LLC 0.06% Reduce -3.0% 4,114 $997K
St Germain D J Co. Inc. 0.04% Add +0.0% 4,109 $996K
TruWealth Advisors, LLC 0.05% Add +0.8% 4,093 $992K
Sather Financial Group Inc 0.05% No change 4,076 $988K
Leonteq Securities AG 0.05% Add +125.9% 4,075 $988K
Riverwater Partners LLC 0.38% Reduce -0.8% 4,068 $986K
Kendall Capital Management 0.21% Reduce -24.4% 4,062 $984K
Brasada Capital Management, LP 0.17% Reduce -1.2% 4,000 $969K
BSW Wealth Partners 0.12% Add +12.8% 4,000 $969K
Global Assets Advisory, LLC 0.28% Add +239.5% 3,999 $969K
Shepherd Street Advisors LLC 0.93% — 3,997 $969K
Ironwood Investment Counsel, LLC 0.13% Reduce -2.1% 3,985 $966K
Laraway Financial Advisors Inc 0.62% No change 3,951 $958K
Tannin Capital LLC 0.85% — 3,925 $951K
Flavin Financial Services, Inc. 0.65% Add +0.1% 3,917 $949K
Cambria Investment Management, L.P. 0.06% Reduce -39.4% 3,911 $948K
Anchyra Partners LLC 0.29% — 3,908 $947K
Optas, LLC 0.15% Add +11.6% 3,887 $942K
Fullerton Fund Management Co Ltd. 0.04% Add +1.9% 3,875 $939K
Circle Wealth Management, LLC 0.01% Add +1.8% 3,867 $937K
Insigneo Advisory Services, LLC 0.07% Reduce -10.2% 3,846 $932K
CSS LLC 0.16% Reduce -32.0% 3,826 $927K
SteelPeak Wealth, LLC 0.03% Reduce -47.1% 3,790 $919K
Advisory Alpha, LLC 0.03% Add +15.2% 3,781 $917K
StoneX Group Inc. 0.04% Add +15.8% 3,777 $916K
Rothschild Wealth LLC 0.09% Add +135.2% 3,761 $912K
Confluence Wealth Services, Inc. 0.04% Reduce -0.6% 3,762 $912K
Atom Investors LP 0.07% No change 3,761 $912K
Frec Markets, Inc. 0.27% — 3,757 $911K
CWA Asset Management Group, LLC 0.03% Add +13.4% 3,752 $909K
Allen Mooney & Barnes Investment Advisors LLC 0.14% No change 3,727 $903K
XML Financial, LLC 0.07% Add +47.4% 3,687 $894K
Zions Bancorporation, National Association 0.04% Add +16.8% 3,684 $893K
New Wave Wealth Advisors LLC 0.32% Add +7.2% 3,663 $888K
Auxano Advisors, LLC 0.18% Reduce -1.6% 3,658 $887K
Catalyst Financial Partners LLC 0.10% Add +0.5% 3,654 $886K
Compagnie Lombard Odier SCmA 0.01% Add +121.2% 3,650 $885K
Rexford Capital Inc. 0.67% Reduce -11.0% 3,624 $878K
First Foundation Advisors 0.03% Add +7.0% 3,617 $877K
Capital Investment Advisory Services, LLC 0.06% Reduce -1.8% 3,604 $874K
Ausdal Financial Partners, Inc. 0.04% Reduce -46.6% 3,596 $871K
Orange Investment Advisors, Inc. 0.10% Add +2.4% 3,584 $869K
LRI Investments, LLC 0.07% Reduce -8.8% 3,546 $859K
Fideuram Asset Management (Ireland) dac 0.07% — 4,354 $859K
Dorsey & Whitney Trust CO LLC 0.05% Add +10.7% 3,543 $859K
Clark Capital Management Group, Inc. 0.01% Add +42.7% 3,542 $859K
Jackson Thornton Wealth Management, LLC 0.08% Add +36.6% 3,326 $858K
Arq Wealth Advisors, LLC 0.23% Reduce -6.8% 3,526 $855K
Evoke Wealth, LLC 0.02% Add +17.1% 3,514 $852K
Stembrook Asset Management, LLC 0.80% — 3,500 $848K
JBF Capital, Inc. 0.12% No change 3,500 $848K
Athena Wealth Management, LLC 0.82% — 3,488 $845K
1834 Investment Advisors Co. 0.11% Reduce -4.7% 3,481 $844K
Empower Advisory Group, LLC 0.00% Reduce -26.0% 3,475 $842K
Armstrong Advisory Group, Inc. 0.06% Reduce -3.0% 3,468 $841K
HCR Wealth Advisors 0.08% Add +2.5% 3,462 $839K
Ascentis Independent Advisors 0.14% Add +11.4% 3,457 $838K
Okabena Investment Services Inc. 0.16% Reduce -3.2% 3,457 $838K
Advyzon Investment Management, LLC 0.10% Add +100.8% 3,454 $837K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,452 $837K
Wealth Alliance, LLC 0.08% Add +5.5% 3,444 $835K
Aventura Private Wealth, LLC 0.30% Add +16200.0% 3,423 $830K
Versant Capital Management, Inc 0.10% Add +5.5% 3,413 $827K
Turtle Creek Wealth Advisors, LLC 0.07% Add +13.1% 3,409 $826K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -0.1% 3,403 $825K
Peachtree Investment Partners, LLC 0.27% Add +20.9% 3,398 $824K
S Harris Financial Group, LLC 0.79% — 3,391 $822K
Ellevest, Inc. 0.11% Reduce -1.7% 3,381 $819K
Conning Inc. 0.03% Reduce -13.3% 3,381 $819K
Gilliland Jeter Wealth Management LLC 0.25% Add +0.2% 3,381 $819K
Malaga Cove Capital, LLC 0.28% Reduce -8.3% 3,380 $819K
AlTi Global, Inc. 0.02% Add +5.2% 3,380 $819K
Wesbanco Bank Inc. 0.02% Reduce -5.3% 3,375 $818K
Lester Murray Antman dba SimplyRich 0.21% No change 3,375 $817K
Avidian Wealth Enterprises, LLC 0.03% Add +17.0% 3,352 $812K
Founders Financial Alliance, LLC 0.15% Add +0.1% 3,349 $812K
Valley National Advisers Inc. 0.11% Reduce -1.8% 3,314 $803K
Acropolis Investment Management, LLC 0.04% Add +19.8% 3,313 $803K
Ingalls & Snyder LLC 0.03% Reduce -0.2% 3,299 $800K
Everpar Advisors LLC 0.30% Reduce -9.9% 3,288 $797K
GAMCO Investors 0.01% Add +3.0% 3,287 $797K
Lebenthal Global Advisors, LLC 0.12% Add +1.6% 3,267 $792K
TCV Trust & Wealth Management, Inc. 0.06% No change 3,265 $791K
Advisor OS, LLC 0.06% Add +1.2% 3,260 $790K
71 West Capital Partners 0.04% — 3,254 $789K
Waterloo Capital, L.P. 0.06% Add +7.9% 3,245 $786K
Midwest Trust Co 0.01% Add +58.4% 3,236 $784K
Joel Isaacson & Co., LLC 0.03% Add +0.8% 3,227 $782K
Trifecta Capital Advisors, LLC 0.12% Reduce -1.4% 3,223 $781K
tru Independence LLC 0.20% Reduce -0.1% 3,217 $780K
Traub Capital Management LLC 0.75% No change 3,210 $778K
Pitcairn Wealth Advisors LLC 0.07% — 3,187 $772K
L2 Asset Management, LLC 0.10% Add +7.1% 3,183 $771K
Matrix Asset Advisors Inc. 0.07% No change 3,178 $770K
McLean Asset Management Corp 0.14% Reduce -0.7% 3,283 $770K
Generation Capital Management LLC 0.50% No change 3,171 $768K
First PREMIER Bank 0.18% Reduce -2.9% 3,160 $765K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -7.2% 3,145 $762K
Silver Oak Securities, Incorporated 0.05% Add +6.4% 3,120 $761K
Councilmark Asset Management, LLC 0.42% No change 3,128 $758K
Affinity Investment Advisors, LLC 0.50% Reduce -38.2% 3,123 $757K
GeoWealth Management, LLC 0.03% Reduce -0.6% 3,119 $756K
Smith, Moore & Co. 0.06% Reduce -4.5% 3,118 $756K
Riversedge Advisors, LLC 0.12% Add +19.6% 3,105 $753K
Kera Capital Partners, Inc. 0.09% Add +23.2% 3,434 $752K
Resonant Capital Advisors, LLC 0.04% Add +1.0% 3,099 $751K
Pflug Koory, LLC 0.35% Add +1.6% 3,086 $748K
Chicago Wealth Management, Inc. 0.30% No change 3,081 $747K
WASHINGTON TRUST Co 0.02% Reduce -8.3% 3,077 $746K
Quadcap Wealth Management, LLC 0.09% Reduce -2.8% 3,070 $744K
Affinity Wealth Management LLC 0.11% Reduce -3.0% 3,051 $739K
Zhang Financial LLC 0.03% Add +1.7% 3,050 $739K
McCollum Christoferson Group LLC 0.21% New 3,050 $739K
Montecito Bank & Trust 0.12% Add +0.3% 3,050 $739K
Richwood Investment Advisors, LLC 0.53% Reduce -7.2% 3,297 $735K
J2 Capital Management Inc 0.53% Add +13.5% 3,016 $731K
Cross Staff Investments Inc 0.40% No change 3,000 $727K
Hartford Financial Management Inc. 0.19% No change 3,000 $727K
Cornerstone Wealth Management, LLC 0.04% Add +0.0% 2,999 $727K
Norden Group LLC 0.07% Reduce -7.6% 2,984 $723K
Procyon Advisors, LLC 0.04% Add +119.8% 2,982 $723K
One Wealth Advisors, LLC 0.09% No change 2,982 $723K
SmartHarvest Portfolios, LLC 0.25% — 2,981 $723K
Cypress Wealth Services, LLC 0.10% New 2,974 $721K
Factorial Partners, LLC 0.47% No change 2,955 $716K
Institute for Wealth Management, LLC. 0.08% Add +0.2% 2,949 $715K
Bridgewater Advisors Inc. 0.05% Add +1.9% 3,110 $713K
Smithfield Trust Co 0.03% Reduce -0.1% 2,935 $711K
Central Pacific Bank - Trust Division 0.09% Reduce -22.0% 2,925 $709K
CHICAGO TRUST Co NA 0.11% Reduce -2.2% 2,920 $708K
Gallagher Fiduciary Advisors, LLC 0.02% Add +7.1% 2,908 $705K
Diversified Investment Strategies, LLC 0.46% Add +4.6% 2,905 $704K
SG Trading Solutions, LLC 0.16% — 2,904 $704K
Hunter Associates Investment Management LLC 0.09% No change 2,903 $704K
Madison Asset Management, LLC 0.01% No change 2,897 $702K
Claris Financial LLC 0.37% Reduce -1.2% 2,894 $701K
Unique Wealth Strategies, LLC 0.28% Reduce -2.7% 2,891 $701K
West Family Investments, Inc. 0.16% No change 2,886 $699K
Asahi Life Asset Management Co., LTD. 0.39% Add +3.6% 2,879 $698K
Larson Financial Group LLC 0.02% Reduce -32.1% 2,860 $693K
Financial Security Advisor, Inc. 0.13% Reduce -3.9% 2,839 $688K
TCI Wealth Advisors, Inc. 0.04% Add +19.2% 2,834 $687K
a16z Perennial Management, L.P. 0.05% Add +2.0% 2,831 $686K
Souders Financial Advisors 0.08% Add +2.5% 2,818 $683K
Richardson Financial Services Inc. 0.22% Add +2.4% 2,812 $682K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -0.0% 2,810 $681K
OneAscent Financial Services LLC 0.06% Add +86.6% 2,805 $680K
MGB Wealth Management, LLC 0.19% Add +40.2% 2,799 $678K
One Capital Management, LLC 0.02% Reduce -4.1% 2,794 $677K
Wellspring Financial Advisors, LLC 0.05% New 2,760 $669K
Grandfield & Dodd, LLC 0.04% Add +0.3% 2,747 $666K
Private Trust Co. NA 0.06% Reduce -8.1% 2,745 $665K
Exencial Wealth Advisors, LLC 0.02% Add +24.1% 2,743 $665K
Frederick Financial Consultants, LLC 0.36% Reduce -4.6% 2,738 $664K
Capital Asset Advisory Services LLC 0.03% Reduce -16.5% 2,554 $659K
QVR LLC 0.46% New 2,695 $653K
Mutual Advisors, LLC 0.01% Add +12.8% 2,690 $652K
Valmark Advisers, Inc. 0.01% Reduce -1.5% 2,686 $651K
Vista Capital Partners, Inc. 0.06% Add +183.0% 2,683 $650K
Summit Global Investments 0.04% New 2,670 $647K
JFS Wealth Advisors, LLC 0.04% Reduce -7.0% 2,660 $645K
Baker Avenue Asset Management, LP 0.01% Add +4.2% 2,657 $644K
TriaGen Wealth Management LLC 0.17% Reduce -79.4% 2,656 $644K
Global Trust Asset Management, LLC 0.25% Reduce -15.8% 2,644 $641K
Lafayette Investments, Inc. 0.12% No change 2,642 $640K
Angeles Wealth Management, LLC 0.04% Add +73.8% 2,635 $639K
Severin Investments, LLC 0.56% Add +7.8% 2,624 $636K
Bison Wealth, LLC 0.07% Reduce -12.5% 3,503 $636K
Corus Family Wealth Advisors 0.51% Reduce -6.8% 2,620 $635K
KCM Investment Advisors LLC 0.02% Add +1.9% 2,619 $635K
Bulltick Wealth Management, LLC 0.13% New 2,610 $633K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -5.0% 2,606 $632K
Promethium Advisors,llc 0.34% Reduce -11.8% 2,606 $631K
International Assets Investment Management, LLC 0.04% Add +29.2% 2,604 $631K
Sage Investment Counsel LLC 0.69% Reduce -7.9% 2,600 $630K
Earned Wealth Advisors, LLC 0.04% Add +91.2% 2,593 $628K
Northwest Wealth Management, LLC 0.10% Add +78.9% 2,589 $627K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -4.3% 2,588 $627K
Fielder Capital Group LLC 0.13% Add +3.9% 2,582 $626K
Fiduciary Trust Co 0.01% Add +0.8% 2,567 $622K
Abel Hall, LLC 0.14% Add +140.4% 2,563 $621K
Stratos Investment Management, LLC 0.02% Add +1.7% 2,561 $621K
Berman McAleer LLC 0.08% Add +0.2% 2,558 $620K
Independent Solutions Wealth Management, LLC 0.11% Reduce -1.9% 2,555 $619K
Aviso Wealth Management 0.26% Add +30.6% 2,554 $619K
Lombard Odier Asset Management (USA) Corp 0.33% Reduce -73.2% 2,554 $619K
Taylor Hoffman Capital Management LLC 0.19% Add +65.6% 2,550 $618K
Tobam 0.15% New 2,551 $618K
Beck Mack & Oliver LLC 0.01% No change 2,548 $618K
626 Financial, LLC 0.27% No change 2,546 $617K
Good Harbor Advisors, Inc. 0.71% — 2,516 $610K
Bingham Private Wealth, LLC 0.53% — 2,515 $610K
Wedgewood Investors Inc. 0.69% No change 2,513 $609K
Greenfield Savings Bank 0.25% Reduce -4.3% 2,488 $603K
Seven Mile Advisory 0.10% Reduce -5.5% 2,476 $600K
First Financial Bankshares Inc 0.01% Reduce -68.4% 2,461 $596K
Alta Advisers Ltd 0.22% Reduce -30.9% 2,456 $595K
HBK Sorce Advisory LLC 0.01% Reduce -0.2% 2,662 $593K
Berkshire Asset Management LLC 0.03% Reduce -18.6% 2,436 $590K
First Interstate Bank 0.03% Reduce -1.7% 2,429 $589K
Welch Group, LLC 0.02% Add +0.6% 2,426 $588K
Western Pacific Wealth Management, LP 0.57% No change 2,425 $588K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.3% 2,421 $587K
Chemistry Wealth Management LLC 0.11% Add +0.1% 2,416 $586K
Parsons Capital Management Inc. 0.03% No change 2,414 $585K
Pointe Capital Management LLC 0.29% Reduce -13.2% 2,412 $585K
Portside Wealth Group, LLC 0.08% Reduce -1.4% 2,397 $581K
Hara Capital LLC 0.32% No change 2,390 $579K
Clarius Group, LLC 0.03% Reduce -1.1% 2,389 $579K
Zullo Investment Group, Inc. 0.21% Reduce -13.1% 2,381 $577K
Drive Wealth Management, LLC 0.11% Add +112.4% 2,377 $576K
Stokes Family Office, LLC 0.05% Add +4.6% 2,371 $575K
Evercore Wealth Management, LLC 0.01% Reduce -39.3% 2,366 $573K
Neville Rodie & Shaw Inc. 0.04% Add +9.2% 2,365 $573K
UNIVEST FINANCIAL Corp 0.03% Add +0.3% 2,363 $573K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Add +222.0% 2,357 $571K
Root Financial Partners, LLC 0.03% Add +4.0% 2,338 $567K
Capital Advisors, Ltd. LLC 0.06% Add +0.0% 2,325 $564K
PCM Encore, LLC 0.12% — 2,325 $564K
Cornerstone Select Advisors, LLC 0.39% No change 2,316 $561K
Lanark Financial, Inc. 0.04% Add +155.9% 2,313 $561K
Inlet Private Wealth, LLC 0.13% Add +13.8% 2,309 $560K
CM Wealth Advisors LLC 0.13% New 2,307 $559K
Strategic Wealth Investment Group, LLC 0.07% Reduce -37.7% 2,301 $558K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 2,294 $556K
Toth Financial Advisory Corp. 0.06% Reduce -62.4% 2,286 $554K
Wick Capital Partners, LLC 0.10% New 2,279 $552K
Mitchell McLeod Pugh & Williams Inc. 0.08% No change 2,472 $551K
AA Financial Advisors, LLC 0.10% Add +3.9% 2,260 $548K
J. R. Prunier Capital Management LLC 0.23% — 2,250 $545K
Naples Global Advisors, LLC 0.04% Reduce -1.7% 2,242 $543K
Hoxton Planning & Management, LLC 0.16% Add +1.1% 2,235 $542K
Steigerwald, Gordon & Koch Inc. 0.05% Add +2.5% 2,232 $541K
Riverview Trust Co 0.65% No change 2,230 $540K
Next Capital Management LLC 0.17% New 2,256 $540K
CVA Family Office, LLC 0.06% Add +0.5% 2,226 $539K
HBW Advisory Services LLC 0.06% Reduce -1.2% 2,225 $539K
LaSalle St. Investment Advisors, LLC 0.09% Add +40.8% 2,225 $539K
RiverFront Investment Group, LLC 0.01% Add +1.2% 2,223 $539K
GHP Investment Advisors, Inc. 0.02% Reduce -4.6% 2,215 $537K
James J. Burns & Company, LLC 0.07% No change 2,212 $536K
Interchange Capital Partners, LLC 0.10% Reduce -6.3% 2,212 $536K
Trust Point Inc. 0.04% Reduce -5.3% 2,199 $533K
AssuredPartners Investment Advisors, LLC 0.08% Add +0.1% 2,198 $533K
First Western Trust Bank 0.03% No change 2,186 $530K
Systematic Alpha Investments, LLC 0.02% No change 2,181 $529K
Performance Wealth Partners, LLC 0.01% Add +0.1% 2,179 $528K
Bowen Hanes & Co. Inc. 0.01% No change 2,174 $527K
Ranch Capital Advisors Inc. 0.19% No change 2,174 $527K
Kearns & Associates LLC 0.27% No change 2,170 $526K
Cozad Asset Management Inc. 0.04% No change 2,170 $526K
Bragg Financial Advisors, Inc 0.02% Reduce -3.4% 2,167 $525K
Advus Financial Partners, LLC 0.13% Reduce -29.3% 2,165 $525K
Sage Mountain Advisors LLC 0.03% Reduce -19.3% 2,164 $524K
Jain Global LLC 0.01% New 2,161 $524K
CoreCap Advisors, LLC 0.02% Reduce -21.8% 2,158 $523K
KG Capital Management 0.13% No change 2,151 $521K
Silverlake Wealth Management LLC 0.12% Reduce -6.6% 2,144 $520K
Cornerstone Wealth Group, LLC 0.04% Add +7.2% 2,142 $519K
Fayez Sarofim & Co 0.00% Reduce -15.8% 2,128 $516K
Moneco Advisors, LLC 0.04% Add +3.2% 2,123 $515K
Walker Asset Management, LLC 0.28% Add +0.2% 2,123 $514K
Breakwater Capital Group 0.07% No change 2,117 $513K
Investment Management Corp. /Va/ 0.43% No change 2,108 $511K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -14.3% 2,104 $510K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +11.4% 2,101 $509K
Acima Private Wealth, LLC 0.16% No change 2,095 $508K
KFA Private Wealth Group, LLC 0.12% Add +0.7% 2,093 $507K
Cynosure Group, LLC 0.05% New 2,086 $506K
Harbour Trust & Investment Management Co 0.05% No change 2,083 $505K
44 Wealth Management LLC 0.17% Reduce -50.4% 2,076 $503K
One Wealth Capital Management, LLC 0.21% Add +19.0% 2,074 $503K
Ironsides Asset Advisors, LLC 0.13% New 2,071 $502K
Syverson Strege & Co 0.12% Reduce -2.9% 2,067 $501K
Viawealth, LLC 0.28% Add +0.2% 2,066 $501K
VeraBank, N.A. 0.09% Add +2.7% 2,063 $500K
Pettee Investors, Inc. 0.28% No change 2,055 $498K
Schrum Private Wealth Management LLC 0.37% No change 2,043 $495K
Barlow Wealth Partners, LLC 0.05% No change 1,976 $492K
Meridian Wealth Management, LLC 0.02% Reduce -78.4% 2,030 $492K
Warner Financial, Inc. 0.17% No change 2,028 $492K
Bedel Financial Consulting, Inc. 0.05% Add +0.1% 2,011 $487K
Hills Bank & Trust Co 0.03% Add +9.7% 2,010 $487K
1776 Wealth LLC 0.18% No change 2,000 $485K
Elk River Wealth Management LLC 0.08% No change 2,000 $485K
Mayflower Financial Advisors, LLC 0.06% Add +0.3% 1,997 $484K
LVW Advisors, LLC 0.05% Add +6.4% 1,996 $484K
Guardian Partners Inc. 0.04% Add +45.8% 2,150 $484K
Verus Financial Partners, Inc. 0.04% Reduce -11.8% 2,193 $483K
Woodmont Investment Counsel LLC 0.03% Reduce -11.2% 1,992 $483K
SYM FINANCIAL Corp 0.05% Add +24.8% 1,984 $481K
Arsenal Capital Advisors LLC 0.34% — 1,982 $480K
Five Oceans Advisors 0.17% Reduce -0.1% 1,981 $480K
Fulton Breakefield Broenniman LLC 0.03% Reduce -2.7% 1,972 $478K
Virtue Capital Management, LLC 0.07% New 1,922 $477K
Sunbelt Securities, Inc. 0.03% Reduce -3.8% 1,957 $474K
Beacon Bank & Trust 0.10% Reduce -1.7% 1,950 $473K
Cary Street Partners Investment Advisory LLC 0.13% Reduce -3.6% 1,949 $472K
Peak Planning Group, LLC 0.13% New 1,948 $472K
Capital Analysts, LLC 0.01% Add +10.2% 1,948 $472K
CoreFirst Bank & Trust 0.25% No change 1,938 $470K
Kozak & Associates, Inc. 0.09% Reduce -33.5% 1,884 $470K
Ethos Financial Group, LLC 0.03% Add +6.3% 1,936 $469K
FAS Wealth Partners, Inc. 0.03% New 1,933 $468K
City State Bank 0.13% No change 1,928 $467K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +28.1% 1,927 $467K
Klingman & Associates, LLC 0.02% Add +23.7% 1,923 $466K
Alvarez & Marsal Private Wealth Partners, LLC 0.09% — 1,920 $465K
First Bank & Trust 0.08% Add +10.7% 1,915 $464K
Itau Unibanco Holding S.A. 0.01% Reduce -71.6% 1,903 $464K
Income Insurance Ltd 0.30% — 1,913 $464K
Opal Wealth Advisors, LLC 0.12% Reduce -2.5% 1,910 $463K
Cambient Family Office, LLC 0.07% — 1,910 $463K
Indivisible Partners 0.05% — 1,908 $462K
Cromwell Holdings LLC 0.25% Reduce -0.3% 1,906 $462K
Verdad Advisers, LP 0.53% — 1,902 $461K
Whalen Wealth Management Inc. 0.25% New 1,901 $461K
New Republic Capital, LLC 0.12% Add +86.0% 1,899 $460K
Quantum Financial Advisors, LLC 0.05% Reduce -4.2% 1,896 $460K
Prostatis Group LLC 0.11% New 1,893 $459K
Cim Investment Management Inc. 0.12% No change 1,893 $459K
Novem Group 0.05% Reduce -2.3% 1,890 $458K
Leavell Investment Management, Inc. 0.02% No change 1,887 $457K
Sepio Capital, LP 0.02% Reduce -6.8% 1,880 $456K
Synergy Financial Group, LTD 0.32% Reduce -1.4% 1,876 $455K
Revolve Wealth Partners, LLC 0.05% Reduce -3.8% 1,871 $453K
MontVue Capital Management, Inc. 0.30% No change 1,870 $453K
QTR Family Wealth, LLC 0.20% Add +108.6% 2,059 $453K
Inscription Capital, LLC 0.05% Add +3.9% 1,858 $450K
Financial Advisors Network, Inc. 0.06% New 1,851 $449K
RB Capital Management, LLC 0.09% Add +61.6% 1,841 $446K
Sherbrooke Park Advisers LLC 1.15% New 1,840 $446K
Farmers National Bank 0.10% No change 1,836 $445K
Moss Adams Wealth Advisors LLC 0.03% Add +0.6% 1,830 $444K
Magnus Financial Group LLC 0.03% Add +29.9% 1,828 $443K
Wealthcare Advisory Partners LLC 0.01% Add +7.7% 1,827 $443K
CYBER HORNET ETFs LLC 0.26% Add +5.9% 1,827 $443K
Mount Vernon Associates Inc. 0.30% No change 1,825 $442K
Truvestments Capital LLC 0.08% Reduce -27.5% 1,823 $442K
Sapient Capital LLC 0.01% New 1,809 $441K
Werba Rubin Papier Wealth Management 0.12% Add +15.4% 1,817 $440K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -41.8% 1,815 $440K
Axiom Financial Strategies, LLC 0.18% No change 1,812 $439K
Investment Research Partners LLC 0.19% Add +12.7% 1,806 $438K
Money Concepts Capital Corp. 0.02% Reduce -1.4% 1,805 $438K
Catalyst Funds Management Pty Ltd 0.10% No change 1,800 $436K
Mathes Company, Inc. 0.16% No change 1,800 $436K
South Dakota Investment Council 0.01% Reduce -10.0% 1,800 $436K
Marion Wealth Management 0.10% No change 1,993 $433K
Natural Investments, LLC 0.11% Add +5.0% 1,788 $433K
J.Safra Asset Management Corp 0.02% No change 1,786 $433K
Prepared Retirement Institute LLC 0.22% No change 1,785 $433K
Westover Capital Advisors, LLC 0.08% No change 1,780 $431K
Childress Capital Advisors, LLC 0.07% Reduce -5.0% 1,779 $431K
MJP Associates Inc. 0.05% Reduce -0.7% 1,777 $431K
Green Ridge Wealth Planning LLC 0.22% — 1,775 $430K
Mitchell Capital Management Co. 0.08% No change 1,769 $429K
Waldron Private Wealth LLC 0.02% Add +0.8% 1,768 $428K
Hickory Point Bank & Trust 0.31% No change 1,766 $428K
Red Door Wealth Management, LLC 0.04% Reduce -2.3% 1,764 $428K
Prelude Capital Management, LLC 0.03% Reduce -41.0% 1,756 $426K
Journey Advisory Group, LLC 0.04% No change 1,754 $425K
Basecamp Wealth Advisors LLC 0.09% — 1,745 $423K
Allegiance Financial Group Advisory Services LLC 0.09% Add +41.0% 1,737 $421K
Elevatus Welath Management 0.12% Add +75.0% 1,736 $421K
Accurate Wealth Management, LLC 0.05% Add +10.8% 1,686 $420K
Integrity Alliance, Llc. 0.02% Add +66.4% 1,727 $419K
Centurion Wealth Management LLC 0.09% Add +0.2% 1,725 $418K
Foster Group, Inc. 0.01% Add +15.6% 1,720 $417K
Parisi Gray Wealth Management 0.09% Add +14.8% 1,718 $416K
Knightsbridge Asset Management, LLC 0.07% New 1,718 $416K
Investor's Fiduciary Advisor Network, LLC 0.09% Add +43.3% 1,710 $414K
Flatrock Wealth Partners LLC 0.20% — 1,695 $411K
Abner Herrman & Brock LLC 0.04% Add +52.9% 1,692 $410K
First Citizens Financial Corp 0.20% Reduce -18.9% 1,682 $408K
Asset Advisory Group, Inc. 0.20% — 1,676 $406K
Cypress Capital Group 0.05% No change 1,676 $406K
Pure Financial Advisors, LLC 0.01% Add +22.2% 1,675 $406K
Regal Investment Advisors LLC 0.02% Reduce -7.8% 1,674 $406K
Hilltop Partners LLC 0.10% No change 1,673 $405K
Cfo Capital Management LLC 0.30% — 1,659 $402K
Resurgent Financial Advisors LLC 0.20% No change 1,651 $400K
CFO4Life Group, LLC 0.06% New 1,647 $399K
Financial Management Professionals, Inc. 0.04% Add +15.8% 1,647 $399K
Partners in Financial Planning 0.07% Add +6.5% 1,645 $399K
F/m Investments LLC 0.02% Reduce -0.8% 1,645 $399K
Dynamic Wealth Strategies, LLC 0.24% Add +22.8% 1,644 $398K
Cyndeo Wealth Partners, LLC 0.02% Add +0.6% 1,643 $398K
Pinion Investment Advisors, LLC 0.10% Add +0.7% 1,642 $398K
Plimoth Trust Co. LLC 0.09% Reduce -4.1% 1,639 $397K
Almanack Investment Partners, LLC. 0.07% Add +0.7% 1,639 $397K
Sentry Investment Management LLC 0.26% No change 1,637 $397K
Philip James Wealth Mangement, LLC 0.05% Reduce -1.4% 1,631 $395K
Strategic Equity Management 0.13% Reduce -20.7% 1,625 $394K
D.B. Root & Company, LLC 0.10% Add +3.2% 1,624 $394K
AGH Wealth Advisors, LLC 0.30% Reduce -9.1% 1,622 $393K
First Financial Group Corp 0.33% Add +0.1% 1,618 $392K
LGT Fund Management Co Ltd. 0.03% No change 1,600 $390K
Allianz SE 0.01% No change 1,610 $390K
Diversify Wealth Management, LLC 0.02% Add +33.5% 1,684 $390K
Wealth Science Advisors LLC 0.22% — 1,603 $389K
Banque Pictet & Cie SA 0.00% Reduce -19.1% 1,602 $388K
WoodTrust Financial Corp 0.05% No change 1,601 $388K
Bernard Wealth Management Corp. 0.16% No change 1,600 $388K
Ruggaard & Associates LLC 0.15% No change 1,600 $388K
Collaborative Wealth Managment Inc. 0.14% New 1,598 $387K
Uptick Partners, LLC 0.08% Reduce -6.2% 1,593 $386K
Monument Capital Management 0.10% Add +4.8% 1,592 $386K
Auxier Asset Management LLC 0.05% New 1,590 $385K
May Hill Capital, LLC 0.10% Add +2.3% 1,586 $384K
Proficio Capital Partners LLC 0.03% Reduce -0.6% 1,586 $384K
Marco Investment Management LLC 0.03% No change 1,585 $384K
Fort Sheridan Advisors LLC 0.05% Add +1.6% 1,584 $384K
Medallion Wealth Advisors, LLC 0.13% Add +0.1% 1,572 $381K
Focus Financial Network, Inc. 0.01% Add +2.8% 1,570 $380K
Goldstone Financial Group, LLC 0.04% New 1,564 $379K
GAM Holding AG 0.02% Reduce -14.4% 1,563 $379K
Legacy Private Trust Co. 0.02% Add +25.9% 1,560 $378K
First Business Financial Services, Inc. 0.03% Reduce -20.4% 1,556 $377K
Patten & Patten Inc. 0.02% No change 1,555 $377K
Keebeck Wealth Management 0.04% Add +31.9% 1,555 $377K
RVW Wealth, LLC 0.03% Add +0.7% 1,553 $376K
Symphony Financial, Ltd. Co. 0.05% Add +34.4% 1,550 $376K
Beckerman Institutional, LLC 0.21% No change 1,551 $376K
Rosenberg Matthew Hamilton 0.08% No change 1,551 $376K
Pines Wealth Management, LLC 0.12% Reduce -11.0% 1,544 $374K
Gallacher Capital Management LLC 0.14% No change 1,543 $374K
Heritage Wealth Advisors 0.01% Reduce -0.4% 1,541 $373K
55 North Private Wealth, LLC 0.10% — 1,535 $372K
Charter Research & Investment Group, Inc. 0.25% No change 1,534 $372K
Mason & Associates Inc 0.07% Add +0.5% 1,533 $372K
Kelsey Financial, LLC 0.32% — 1,531 $371K
Vicus Capital 0.03% Reduce -53.1% 1,531 $371K
Elevated Financial Group LLC 0.13% — 1,530 $371K
Winthrop Advisory Group LLC 0.03% Reduce -3.8% 1,540 $371K
Essex Bank 0.08% Add +0.6% 1,529 $371K
URS Advisory LLC 0.31% — 1,524 $369K
Red Reef Advisors LLC 0.38% — 1,521 $369K
United Advisor Group, LLC 0.05% Add +33.3% 1,521 $369K
Berger Financial Group, Inc 0.02% Add +0.3% 1,515 $367K
MidFirst Bank 0.03% — 2,459 $367K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -4.0% 1,510 $366K
Convergence Financial, LLC 0.05% Reduce -16.1% 1,509 $366K
Clear Creek Financial Management, LLC 0.03% Reduce -0.1% 1,501 $364K
Passive Capital Management, LLC. 0.11% No change 1,500 $364K
Dillon & Associates Inc. 0.05% No change 1,502 $363K
Buttonwood Financial Advisors Inc. 0.12% No change 1,494 $362K
D'Orazio & Associates, Inc. 0.05% Add +0.3% 1,488 $361K
Renaissance Group LLC 0.01% Add +1.6% 1,485 $360K
Arbor Investment Advisors, LLC 0.05% Reduce -48.3% 1,482 $359K
Charter Oak Capital Management, LLC 0.03% Reduce -0.5% 1,482 $359K
Hamilton Point Investment Advisors, LLC 0.05% No change 1,478 $358K
Expressive Wealth LLC 0.39% — 1,477 $358K
Genesis Private Wealth, LLC 0.11% Add +3.8% 1,470 $356K
AF Advisors, Inc. 0.13% No change 1,465 $355K
McAdam, LLC 0.02% Reduce -2.7% 1,465 $355K
Fortis Capital Management LLC 0.05% New 1,459 $354K
FWG Holdings, LLC 0.13% Add +0.1% 1,614 $353K
Bell Bank 0.01% No change 1,451 $352K
Iams Wealth Management, LLC 0.13% New 1,449 $351K
Golden State Wealth Management, LLC 0.04% Reduce -2.0% 1,448 $351K
HHM Wealth Advisors, LLC 0.04% No change 1,445 $350K
Doliver Advisors, LP 0.09% No change 1,434 $348K
Aspire Private Capital, LLC 0.08% Reduce -6.2% 1,434 $348K
Lipe & Dalton 0.17% Reduce -3.0% 1,430 $347K
Family Manage LLC 0.04% New 1,429 $346K
Global Financial Private Client, LLC 0.12% Add +0.5% 1,426 $346K
waypoint wealth counsel 0.13% Add +34.7% 1,425 $345K
Carr Financial Group Corp 0.09% Add +1.0% 1,416 $343K
Searle & Co. 0.09% New 1,415 $343K
Ewa, LLC 0.08% Add +7.7% 1,415 $343K
Ariadne Wealth Management, LP 0.14% Add +2.5% 1,654 $342K
Capital Management Associates, Inc 0.08% No change 1,411 $342K
Heartwood Wealth Advisors LLC 0.03% Add +0.5% 1,406 $341K
Meyer Handelman Co. 0.01% No change 1,404 $340K
Capital Advisors Inc. 0.01% Reduce -2.6% 1,404 $340K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% No change 1,403 $340K
Studio Investment Management LLC 0.06% Reduce -4.8% 1,403 $340K
OneAscent Family Office, LLC 0.23% Add +10.1% 1,399 $339K
Colorado Capital Management, Inc. 0.13% No change 1,400 $339K
Walkner Condon Financial Advisors LLC 0.05% Add +4.3% 1,398 $339K
Grove Bank & Trust 0.04% No change 1,396 $338K
Corps Capital Advisors, LLC 0.35% New 1,395 $338K
Benin Management CORP 0.07% No change 1,385 $336K
Shufro Rose & Co. LLC 0.02% New 1,385 $336K
Ignite Planners, LLC 0.05% Add +6.8% 1,532 $335K
Evernest Financial Advisors, LLC 0.07% New 1,496 $333K
Blalock Williams, LLC 0.27% Reduce -5.6% 1,374 $333K
Alhambra Investment Management LLC 0.15% Add +0.8% 1,369 $332K
Jacobsen Capital Management 0.11% Add +13.4% 1,368 $332K
Lee Danner & Bass Inc. 0.02% Reduce -9.0% 1,367 $331K
Johnson Financial Group, LLC 0.02% Add +6.4% 1,367 $331K
Range Advisory, LLC 0.09% — 1,366 $331K
Principle Wealth Partners LLC 0.02% Add +9.5% 1,362 $330K
Fort Washington Investment Advisors Inc. 0.00% Add +9.4% 1,358 $329K
Altus Wealth Group LLC 0.13% No change 1,354 $328K
Turning Point Benefit Group, Inc. 0.17% Add +8.1% 1,354 $328K
GPS Wealth Strategies Group, LLC 0.28% Reduce -76.5% 1,351 $327K
Doheny Asset Management 0.20% No change 1,349 $327K
Legacy Advisors, LLC 0.04% New 1,343 $325K
Northwest Bancshares, Inc. 0.06% Add +3.8% 1,342 $325K
Eagle Bay Advisors LLC 0.24% Add +9.4% 1,341 $325K
Salomon & Ludwin, LLC 0.03% Reduce -3.4% 1,294 $324K
Landaas & Co. /Wi 0.07% No change 1,337 $324K
PGIM Custom Harvest LLC 0.00% Reduce -1.8% 1,334 $323K
Nikulski Financial, Inc. 0.08% Reduce -3.0% 1,333 $323K
Northstar Group, Inc. 0.05% New 1,332 $323K
Signal Advisors Wealth, LLC 0.03% New 1,327 $322K
Keudell/Morrison Wealth Management 0.07% — 1,327 $322K
Newman Dignan & Sheerar, Inc. 0.07% Add +38.7% 1,327 $322K
Asset Allocation Strategies LLC 0.06% Add +0.4% 1,321 $320K
Perennial Investment Advisors, LLC 0.03% Add +9.5% 1,318 $319K
AlphaQuest LLC 0.02% Add +0.6% 1,317 $319K
Wall Street Financial Group, Inc. 0.23% Add +8.8% 1,316 $319K
Symmetry Partners, LLC 0.02% Add +3.1% 1,315 $319K
Farmers Trust Co. 0.05% No change 1,309 $317K
Blackhawk Capital Partners, LLC 0.12% Add +9.7% 1,307 $317K
Paradigm Asset Management Co. LLC 0.07% No change 1,304 $316K
Capital Wealth Planning, LLC 0.00% No change 1,300 $315K
Marathon Capital Management 0.07% Reduce -7.8% 1,299 $315K
Sandro Wealth Management LLC 0.26% — 1,294 $314K
Maple Capital Management, Inc. 0.02% Add +12.6% 1,292 $313K
Crown Wealth Group, LLC 0.09% Add +5.5% 1,288 $312K
SlateStone Wealth, LLC 0.03% Add +0.2% 1,286 $312K
Willis Investment Counsel 0.02% Reduce -5.5% 1,286 $312K
SGL Investment Advisors, Inc. 0.13% New 1,434 $311K
Marble Wealth, LLC 0.04% — 1,283 $311K
Transamerica Financial Advisors, LLC 0.03% Add +37.7% 1,281 $311K
Jupiter Wealth Management LLC 0.14% Add +50.0% 1,500 $310K
Centric Wealth Management 0.07% Add +0.1% 1,384 $310K
United Asset Strategies, Inc. 0.02% Reduce -1.7% 1,277 $309K
Cove Private Wealth, LLC 0.09% No change 1,274 $309K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 1,274 $309K
SeaCrest Wealth Management, LLC 0.03% Reduce -6.0% 1,217 $308K
MQS Management LLC 0.18% New 1,271 $308K
Saxony Capital Management, LLC 0.19% No change 1,270 $308K
Kaufman Rossin Wealth, LLC 0.16% Add +0.2% 1,270 $308K
Deseret Mutual Benefit Administrators 0.13% Reduce -6.8% 1,263 $306K
LGT Group Foundation 0.00% New 1,253 $306K
Quantum Private Wealth, LLC 0.09% No change 1,259 $305K
Convergence Investment Partners, LLC 0.06% Reduce -5.7% 1,257 $305K
Breakthru Advisory Services, LLC 0.19% Add +1.1% 1,255 $304K
Requisite Capital Management, LLC 0.06% Reduce -74.0% 1,252 $303K
Princeton Capital Management LLC 0.08% New 1,250 $303K
SHP Wealth Management 0.02% — 1,242 $301K
RD Lewis Holdings, Inc. 0.26% Add +0.2% 1,349 $301K
111 Capital 0.07% New 1,242 $301K
Advisors Management Group Inc. 0.05% New 1,240 $301K
Human Investing LLC 0.04% Reduce -15.5% 1,242 $301K
Tradewinds, LLC. 0.07% New 1,241 $301K
Westwood Wealth Management 0.23% New 1,240 $301K
Lionshead Wealth Management, LLC 0.23% Add +0.4% 1,240 $301K
West Paces Advisors Inc. 0.06% Add +8.7% 1,236 $300K
Fourth Dimension Wealth, LLC 0.11% Add +16.4% 1,236 $299K
First Bancorp, Inc 0.16% Reduce -1.6% 1,235 $299K
Consilio Wealth Advisors, LLC 0.09% Reduce -0.4% 1,235 $299K
LJI Wealth Management, LLC 0.05% No change 1,233 $299K
COFG Advisors, LLC 0.07% — 1,230 $298K
LifePlan Financial, LLC 0.23% Reduce -0.1% 1,230 $298K
Allen Capital Group, LLC 0.03% Add +4.2% 1,230 $298K
Beacon Financial Advisory LLC 0.07% Reduce -14.5% 1,229 $298K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.4% 1,226 $297K
Twinbeech Capital LP 0.02% Reduce -98.7% 1,225 $297K
Old Port Advisors 0.07% Add +1.8% 1,224 $297K
Oakworth Capital, Inc. 0.02% No change 1,222 $296K
Alpha Cubed Investments, LLC 0.01% Reduce -7.9% 1,220 $296K
San Luis Wealth Advisors LLC 0.05% Reduce -5.1% 1,219 $295K
Vantus Wealth LLC 0.22% — 1,218 $295K
Veracity Capital LLC 0.09% Add +2.4% 1,216 $295K
Apella Capital, LLC 0.01% Add +8.3% 1,214 $294K
Trajan Wealth LLC 0.01% New 1,213 $294K
Probity Advisors, Inc. 0.05% Reduce -23.9% 1,211 $293K
Summit Wealth Group LLC / Co. 0.04% Reduce -32.4% 1,208 $293K
Mission Creek Capital Partners, Inc. 0.06% Add +0.2% 1,205 $292K
Primoris Wealth Advisors, LLC 0.17% No change 1,204 $292K
Moody National Bank Trust Division 0.03% New 1,204 $292K
Fiduciary Group, LLC 0.02% No change 1,203 $292K
TBH Global Asset Management, LLC 0.05% New 1,202 $291K
Canton Hathaway, LLC 0.06% No change 1,200 $291K
Founders Capital Management, LLC 0.04% No change 1,200 $291K
Fiducient Advisors LLC 0.04% Add +4.2% 1,196 $290K
Triad Wealth Partners, LLC 0.03% New 1,195 $290K
Atlas Wealth LLC 0.11% Reduce -15.0% 1,192 $289K
FJ Capital Management LLC 0.03% New 1,192 $289K
Summit Securities Group LLC 0.05% Reduce -30.6% 1,191 $289K
Waters Parkerson & Co., LLC 0.01% No change 1,191 $289K
Mayfair Advisory Group, LLC 0.11% Reduce -23.6% 1,164 $289K
Carter Financial Group, INC. 0.17% Reduce -26.8% 1,189 $288K
N.E.W. Advisory Services LLC 0.02% Add +104.8% 1,188 $288K
Phillips Financial Management, LLC 0.02% Reduce -2.1% 1,187 $288K
LifeGoal Investments, LLC 0.19% New 1,186 $287K
Townsquare Capital LLC 0.06% New 1,184 $287K
Flagship Wealth Advisors, LLC 0.08% Add +23.5% 1,183 $287K
Holistic Financial Partners 0.10% Reduce -2.0% 1,181 $286K
Horizon Financial Services, LLC 0.13% Add +1.8% 1,178 $286K
Midland Wealth Advisors, LLC 0.01% No change 1,174 $285K
Howard Financial Services, LTD. 0.03% New 1,173 $284K
Brandywine Oak Private Wealth LLC 0.02% No change 1,170 $284K
Franklin Street Advisors Inc. 0.02% Add +2.7% 1,166 $283K
Omnia Family Wealth, LLC 0.08% Add +0.3% 1,164 $282K
Stonebrook Private Inc. 0.06% Add +6.3% 1,159 $281K
Impact Capital Partners LLC 0.08% Reduce -8.7% 1,159 $281K
Becker Capital Management Inc. 0.01% Add +3.1% 1,155 $280K
Lantz Financial LLC 0.06% Add +5.2% 1,154 $280K
Magnolia Capital Advisors LLC 0.06% New 1,152 $279K
Victory Financial Group, LLC 0.04% New 1,150 $279K
Rodgers Brothers Inc. 0.03% No change 1,150 $279K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -21.2% 1,150 $279K
New Covenant Trust Company, N.A. 0.25% Reduce -2.2% 1,124 $279K
Tradition Wealth Management, LLC 0.02% New 1,146 $278K
Tortoise Investment Management, LLC 0.02% Add +10.2% 1,144 $277K
Goelzer Investment Management, Inc. 0.01% New 1,141 $277K
Warwick Investment Management, Inc. 0.04% Add +0.1% 1,139 $276K
Mill Creek Capital Advisors, LLC 0.01% Add +0.9% 1,138 $276K
Spectrum Financial Alliance Ltd LLC 0.05% Reduce -32.9% 1,131 $274K
Leelyn Smith, LLC 0.04% Reduce -26.2% 1,124 $272K
Retirement Guys Formula LLC 0.12% New 1,123 $272K
Caliber Wealth Management, LLC / KS 0.03% Add +15.2% 1,123 $272K
Plancorp, LLC 0.01% Reduce -0.4% 1,118 $271K
Exchange Bank 0.19% No change 1,115 $270K
Retireful, LLC 0.34% New 1,098 $268K
Spartan Planning & Wealth Management 0.20% Reduce -1.4% 1,104 $268K
Brooklyn FI, LLC 0.06% Reduce -3.8% 1,104 $268K
Regent Peak Wealth Advisors LLC 0.05% Add +2.1% 1,104 $268K
Bank of Marin 0.18% Reduce -13.0% 1,101 $267K
Mechanics Bank Trust Department 0.03% Reduce -4.7% 1,100 $267K
Nwam LLC 0.01% Reduce -3.7% 1,153 $266K
FSM Wealth Advisors, LLC 0.04% Add +1.6% 1,099 $266K
LMG Wealth Partners, LLC 0.05% Reduce -8.7% 1,090 $264K
Accel Wealth Management 0.07% Add +0.1% 1,090 $264K
True Wealth Design, LLC 0.08% Add +13.8% 1,089 $264K
Allegheny Financial Group 0.04% Reduce -6.3% 1,088 $264K
Birch Capital Management, LLC 0.13% Reduce -60.0% 1,088 $264K
Canopy Partners, LLC 0.09% Reduce -1.5% 1,086 $263K
Charter Capital Management, LLC\DE 0.14% Reduce -6.5% 1,082 $262K
Claro Advisors Inc. 0.04% New 1,078 $261K
Manchester Capital Management LLC 0.04% Reduce -9.5% 1,076 $261K
AlphaStar Capital Management, LLC 0.02% New 1,074 $260K
TritonPoint Partners, LLC 0.14% — 1,073 $260K
Hyperion Capital Advisors LP 0.13% No change 1,071 $260K
First Command Advisory Services, Inc. 0.00% Add +4.5% 1,067 $259K
Private Client Services, LLC 0.08% Reduce -6.1% 1,065 $258K
Ariston Services Group 0.15% No change 1,064 $258K
Rathbones Group PLC 0.00% Reduce -7.8% 1,064 $258K
Baxter Bros Inc. 0.03% No change 1,064 $258K
ProVise Management Group, LLC 0.02% Reduce -56.3% 1,063 $258K
Mayport, LLC 0.05% Reduce -4.1% 1,063 $258K
Essex LLC 0.05% Reduce -0.9% 1,063 $258K
Chico Wealth RIA 0.17% Add +2.4% 1,062 $257K
True Link Financial Advisors, LLC 0.02% Reduce -5.1% 1,060 $257K
New Hampshire Trust 0.05% New 1,059 $257K
Nicholas Hoffman & Company, LLC. 0.01% Add +5.0% 1,057 $256K
Camden National Bank 0.04% Reduce -2.5% 1,056 $256K
Koshinski Asset Management, Inc. 0.02% New 1,056 $256K
Balefire, LLC 0.05% Add +9.1% 1,052 $255K
Main Street Financial Solutions, LLC 0.02% Reduce -64.5% 1,052 $255K
Total Clarity Wealth Management, Inc. 0.06% Add +0.4% 1,051 $255K
WealthTrust Axiom LLC 0.07% No change 1,048 $254K
Banco BTG Pactual S.A. 0.04% Reduce -97.9% 1,044 $253K
Parsonex Advisory Services, Inc. 0.16% Reduce -1.0% 1,042 $253K
Aspen Grove Capital, LLC 0.04% Reduce -1.1% 1,040 $252K
Main Street Research LLC 0.01% Add +1.7% 1,033 $250K
Anchor Investment Management, LLC 0.02% No change 1,032 $250K
Eastern Bank 0.00% Reduce -3.5% 1,031 $250K
Ponta Wealth Partners, LLC 0.23% — 1,030 $250K
Sovereign Financial Group, Inc. 0.04% Add +7.0% 1,028 $249K
Reflection Asset Management 0.18% — 1,023 $248K
Roxbury Financial LLC 0.22% Add +0.2% 1,023 $248K
Caitong International Asset Management Co., Ltd 0.06% Add +2520.5% 1,022 $248K
Kraft, Davis & Associates, LLC 0.06% No change 1,070 $247K
Oak Grove Capital LLC 0.05% No change 1,019 $247K
Liberty Capital Management, Inc. 0.05% No change 1,019 $247K
First Hawaiian Bank 0.03% Reduce -1.0% 1,019 $247K
United Bank 0.03% No change 1,019 $247K
Cullinan Associates Inc. 0.02% No change 1,019 $247K
Curry Webb Wealth Management LLC 0.12% — 1,016 $246K
Dunhill Financial, LLC 0.08% Reduce -3.9% 1,050 $246K
Newport Capital Group, LLC 0.15% Add +0.5% 1,014 $246K
Elyxium Wealth, LLC 0.07% New 1,009 $245K
Fiduciary Wealth Partners, LLC 0.10% Reduce -6.0% 1,009 $244K
Wellington Grp LLC 0.08% — 1,008 $244K
Pathfinder Wealth Consulting, Inc. 0.15% — 1,007 $244K
QP Wealth Management, LLC 0.21% — 1,005 $244K
LCNB Corp. 0.08% No change 1,003 $243K
Cypress Capital, LLC 0.07% New 1,001 $243K
Private Wealth Partners, LLC 0.02% No change 1,000 $242K
W Advisors, LLC 0.12% Add +0.2% 999 $242K
Fragasso Financial Advisors Inc 0.01% Reduce -1.8% 997 $242K
Cohen Capital Management, Inc. 0.04% No change 996 $241K
Chesapeake Wealth Management 0.07% Reduce -18.4% 995 $241K
Peregrine Asset Advisers, Inc. 0.07% Reduce -97.3% 994 $241K
Birch Hill Investment Advisors LLC 0.01% No change 993 $241K
First American Trust, FSB 0.02% New 993 $241K
Meadowbrook Advisors Group, LLC 0.14% — 992 $240K
Patton Fund Management, Inc. 0.03% Reduce -95.4% 992 $240K
Quadrant Private Wealth Management, LLC 0.04% New 991 $240K
Horizon Wealth Management, LLC 0.04% Add +0.1% 988 $240K
AlphaGrep UK Ltd 0.08% — 985 $239K
Nalls Sherbakoff Group, LLC 0.17% Reduce -3.8% 984 $238K
Beacon Financial Group 0.02% New 983 $238K
Apollon Financial, LLC 0.03% New 981 $238K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 980 $238K
CFS Investment Advisory Services, LLC 0.02% New 977 $237K
Tompkins Financial Corp. 0.02% Add +4.3% 977 $237K
Zuckerman Investment Group, LLC 0.02% New 976 $237K
Hassell Wealth Management, LLC 0.08% No change 986 $236K
Creative Financial Designs Inc. 0.01% Add +8.7% 970 $235K
Smith Thornton Advisors LLC 0.12% No change 969 $235K
Heartland Bank & Trust Co 0.10% No change 968 $235K
Lincoln Capital LLC 0.04% Reduce -7.2% 966 $234K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -0.4% 965 $234K
Meriwether Wealth & Planning, LLC 0.13% Reduce -4.1% 963 $233K
PVG Asset Management Corp. 0.50% New 963 $233K
Enterprise Financial Services Corp 0.12% Add +1.7% 963 $233K
Altar Rock LLC 0.28% — 961 $233K
Curat Global, LLC 0.26% No change 961 $233K
Emergent Wealth Advisors, LLC 0.13% New 961 $233K
Fullerton Advisors, LLC 0.23% — 958 $232K
WealthPlan Investment Management, LLC 0.01% New 958 $232K
Millington Financial Advisors, LLC 0.10% Reduce -0.9% 1,042 $232K
JGP Wealth Management, LLC 0.02% New 956 $232K
First National Bank Sioux Falls 0.07% No change 955 $231K
L. Roy Papp & Associates, LLP 0.03% No change 952 $231K
Schwartz Investment Counsel Inc. 0.01% No change 950 $230K
Citadel Investment Advisory, Inc. 0.10% No change 950 $230K
LeConte Wealth Management, LLC 0.15% New 948 $230K
Founders Grove Wealth Partners, LLC 0.05% Reduce -34.5% 947 $230K
Cardinal Point Capital Management ULC 0.01% New 940 $228K
Westside Investment Management, Inc. 0.04% Add +1.0% 927 $228K
Sandy Cove Advisors, LLC 0.07% New 936 $227K
Capital Management Corp. 0.04% New 935 $227K
Barrett & Company, Inc. 0.08% Add +0.1% 933 $226K
Kennedy Investment Group, Inc. 0.09% New 930 $225K
Legacy Wealth Partners, LLC 0.06% — 929 $225K
ARS Wealth Advisors Group, LLC 0.02% New 928 $225K
Atlas Brown,Inc. 0.07% New 925 $224K
Freestone Capital Holdings, LLC 0.01% New 925 $224K
Redwood Financial Network Corp 0.14% New 925 $224K
Insight Advisors, LLC/ PA 0.03% Reduce -4.2% 924 $224K
PharVision Advisers, LLC 0.11% New 923 $224K
FWL Investment Management, LLC 0.05% No change 922 $223K
AlphaCentric Advisors LLC 0.22% — 921 $223K
Livet Wealth, LLC 0.14% — 920 $223K
Retirement Income Solutions, Inc. 0.04% New 919 $223K
Bay Capital Advisors, LLC 0.14% Reduce -4.2% 917 $222K
Interactive Financial Advisors, Inc. 0.14% New 917 $222K
Visionary Wealth Advisors 0.01% New 914 $222K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 909 $220K
Keystone Financial Services 0.07% New 907 $220K
McIlrath & Eck, LLC 0.02% Add +4.0% 907 $220K
Intrua Financial, LLC 0.02% New 906 $220K
Lavaca Capital LLC 0.04% Add +0.2% 903 $219K
1ST Source Bank 0.01% New 903 $219K
Wealth Architects, LLC 0.02% New 901 $218K
Isthmus Partners, LLC 0.02% New 900 $218K
Crescent Grove Advisors, LLC 0.02% New 900 $218K
Laffer Tengler Investments, Inc. 0.04% New 899 $218K
Calydon Capital 0.04% New 899 $218K
Key Financial Inc 0.04% Reduce -5.3% 898 $218K
North Star Investment Management Corp. 0.01% Add +3.9% 898 $218K
McCarter Private Wealth Services LLC 0.10% New 894 $217K
DV Equities, LLC 0.04% — 894 $217K
Centaurus Financial, Inc. 0.01% Reduce -7.2% 893 $216K
Red Wave Investments LLC 0.06% New 887 $215K
Grunden Financial Advisory, Inc. 0.08% New 886 $215K
Godshalk Welsh Capital Management, Inc. 0.12% New 885 $214K
DGS Capital Management, LLC 0.04% New 885 $214K
Titleist Asset Management, LLC 0.02% New 883 $214K
Evermay Wealth Management LLC 0.02% Reduce -11.1% 883 $214K
Wayfinding Financial, LLC 0.09% New 887 $214K
Stewardship Advisors, LLC 0.05% New 881 $214K
Capital Square, LLC 0.11% New 879 $213K
Aberdeen Wealth Management LLC 0.10% New 879 $213K
Liberty Square Wealth Partners LLC 0.06% New 879 $213K
Hendershot Investments Inc. 0.03% New 879 $213K
Syntegra Private Wealth Group, LLC 0.02% New 879 $213K
Strategic Investment Advisors / MI 0.02% New 878 $213K
Hanson & Doremus Investment Management 0.03% Add +1.9% 876 $212K
BIP Wealth, LLC 0.01% New 872 $211K
Kelly Financial Services LLC 0.05% New 865 $210K
Bradley Foster & Sargent Inc. 0.00% New 864 $209K
Snowwater Investment Partners, LLC 0.19% — 859 $208K
Code Waechter LLC 0.13% New 858 $208K
Essential Planning, LLC. 0.07% New 858 $208K
Quilter Plc 0.00% New 857 $208K
Alteri Wealth LLC 0.07% Reduce -23.2% 856 $208K
Capstone Wealth Management Group LLC 0.13% New 855 $207K
Sunburst Financial Group, LLC 0.04% New 855 $207K
Planned Solutions, Inc. 0.07% New 854 $207K
Croban 0.10% New 853 $207K
Cordoba Advisory Partners LLC 0.05% — 850 $206K
Mascagni Wealth Management, Inc. 0.15% New 845 $205K
EdgeRock Capital LLC 0.05% New 844 $205K
Blue Barn Wealth, LLC 0.30% Reduce -53.4% 843 $204K
Falcon Wealth Planning 0.02% New 842 $204K
True North Advisors, LLC 0.03% New 842 $204K
Traveka Wealth, LLC 0.08% New 838 $203K
Claret Asset Management Corp 0.02% New 837 $203K
Everett Harris & Co. 0.00% New 836 $203K
Bank of Nova Scotia Trust Co. 0.02% New 836 $203K
Laurel Oak Wealth Management, LLC 0.03% — 835 $202K
Cottonwood Capital Advisors, LLC 0.14% New 835 $202K
American National Bank & Trust 0.02% Add +2.3% 834 $202K
Integrated Wealth Management 0.23% — 833 $202K
Summit Financial Wealth Advisors, LLC 0.03% New 832 $202K
Avantra Family Wealth, Inc. 0.15% Reduce -19.1% 830 $201K
Kennedy Capital Management LLC 0.00% New 829 $201K
CNB Bank 0.08% Add +4.8% 822 $199K
Cohen & Steers, Inc. 0.00% Reduce -19.6% 819 $198K
Louisbourg Investments Inc. 0.04% Add +0.6% 815 $198K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +9.1% 814 $197K
Adirondack Trust Co. 0.06% Reduce -4.0% 791 $192K
Atwood & Palmer Inc. 0.01% No change 764 $185K
Cheviot Value Management, LLC 0.02% Add +10.0% 825 $180K
SBI Securities Co., Ltd. 0.00% Add +13.3% 734 $178K
Bruce G. Allen Investments, LLC 0.12% Reduce -13.3% 719 $174K
Colonial Trust Advisors 0.01% Reduce -19.3% 713 $173K
Addison Advisors LLC 0.04% Add +1.2% 695 $168K
Sound Income Strategies, LLC 0.01% Add +94.7% 703 $168K
Tsfg, LLC 0.02% No change 687 $167K
Flagship Harbor Advisors, LLC 0.01% Reduce -74.0% 681 $165K
Commonwealth Retirement Investments LLC 0.05% New 668 $162K
Financial Consulate, Inc. 0.02% No change 652 $158K
Ames National Corp. 0.09% New 647 $157K
Trust Co. of Toledo NA 0.02% No change 646 $157K
Wealth Preservation Advisors, LLC 0.08% Add +4.0% 642 $156K
First Community Trust NA 0.11% No change 635 $154K
Piscataqua Savings Bank 0.11% Add +13.6% 633 $153K
Signature Equity Partners, LLC 0.08% — 622 $151K
Keating Financial Advisory Services, Inc. 0.02% — 608 $147K
Colonial Trust Co / SC 0.02% Reduce -2.3% 604 $146K
Archer Investment Corp 0.03% No change 586 $142K
Greykasell Wealth Strategies, Inc. 0.06% New 585 $142K
Copia Wealth Management 0.10% No change 575 $139K
Y.D. More Investments Ltd 0.01% Reduce -6.6% 549 $133K
FSA Advisors, Inc. 0.09% New 23,791 $132K
Country Trust Bank 0.00% No change 543 $132K
McGuire Capital Advisors Inc. 0.08% — 533 $129K
GW&K Investment Management, LLC 0.00% Add +2.5% 533 $129K
Torren Management, LLC 0.07% — 527 $128K
Security National Bank 0.02% No change 520 $126K
Raleigh Capital Management Inc. 0.04% Reduce -15.4% 505 $122K
S&T Bank 0.04% Reduce -2.7% 504 $122K
Stephens Consulting, LLC 0.04% Add +10.3% 504 $122K
High Point Wealth Management, LLC 0.12% — 499 $121K
Plante Moran Financial Advisors, LLC 0.01% Add +9.2% 485 $118K
ESL Trust Services, LLC 0.02% Reduce -1.4% 485 $118K
MidAtlantic Capital Management, Inc. 0.07% New 477 $116K
Nemes Rush Group LLC 0.01% Add +81.2% 473 $115K
Knuff & Co LLC 0.03% No change 451 $109K
Game Plan Financial Advisors, LLC 0.05% Reduce -50.4% 450 $109K
REAP Financial Group, LLC 0.02% Add +16.1% 448 $109K
SJS Investment Consulting Inc. 0.01% Add +82.9% 448 $109K
Trust Co 0.01% Add +30.1% 445 $108K
Pinnacle Bancorp, Inc. 0.03% Reduce -14.7% 436 $106K
Centennial Bank 0.04% No change 432 $105K
Bangor Savings Bank 0.01% Add +5.6% 432 $105K
GGM Financial LLC 0.05% Add +0.2% 431 $105K
Bogart Wealth, LLC 0.00% No change 424 $103K
WPG Advisers, LLC 0.07% Add +14.3% 417 $101K
MV Capital Management, Inc. 0.01% Add +0.7% 411 $100K
Park Place Capital Corp 0.02% Reduce -3.3% 411 $100K
Millstone Evans Group, LLC 0.06% No change 407 $99K
Evelyn Partners Investment Management LLP 0.00% No change 407 $99K
DV Trading LLC 0.01% — 400 $97K
BankPlus Trust Department 0.03% No change 397 $96K
Strategic Wealth Partners, Ltd. 0.01% No change 395 $96K
Physician Wealth Advisors, Inc. 0.01% Add +15.1% 388 $94K
Rossby Financial, LCC 0.03% Add +19.5% 386 $94K
Maseco LLP 0.00% Add +0.3% 382 $93K
Motco 0.01% No change 381 $92K
Princeton Global Asset Management LLC 0.01% No change 379 $92K
Vermillion & White Wealth Management Group, LLC 0.05% No change 376 $91K
Delta Asset Management LLC 0.01% No change 370 $90K
Strategic Wealth Advisors LLC 0.08% — 370 $89K
Cape Investment Advisory, Inc. 0.03% Reduce -0.8% 361 $87K
Cypress Capital Management LLC (WY) 0.08% No change 355 $86K
Chesapeake Asset Management LLC 0.07% New 350 $85K
Legacy Bridge, LLC 0.03% Add +29.2% 345 $84K
Towne Trust Company, N.A 0.03% No change 344 $83K
Boyd Watterson Asset Management LLC 0.02% No change 344 $83K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +126.7% 340 $82K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.8% 334 $81K
Birchwood Financial Partners, Inc. 0.08% — 330 $80K
Citizens National Bank Trust Department 0.01% No change 328 $79K
Glen Eagle Advisors, LLC 0.01% No change 328 $79K
First Financial Corp. 0.03% No change 326 $79K
XY Capital Ltd 0.08% New 324 $79K
Community Bank, N.A. 0.01% No change 323 $78K
Smallwood Wealth Investment Management, LLC 0.04% No change 322 $78K
VSM Wealth Advisory, LLC 0.02% New 112 $77K
Centerpoint Advisors, LLC 0.02% No change 319 $77K
Elevated Capital Advisors, LLC 0.02% New 316 $77K
2UniFi Bank 0.04% No change 309 $75K
Prosperity Bancshares Inc 0.07% — 305 $74K
Ares Financial Consulting, LLC 0.07% — 294 $71K
Sachetta, LLC 0.04% Reduce -3.6% 293 $71K
Garton & Associates Financial Advisors LLC 0.04% — 293 $71K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -23.9% 293 $71K
Bell Investment Advisors, Inc 0.01% Add +49.0% 292 $71K
Activest Wealth Management 0.01% Add +590.5% 290 $70K
ORG Partners LLC 0.01% Reduce -8.6% 287 $70K
Compass Financial Services Inc 0.03% Add +0.3% 286 $69K
Mowery & Schoenfeld Wealth Management, LLC 0.10% No change 286 $69K
Perkins Coie Trust Co 0.01% No change 285 $69K
Fairscale Capital, LLC 0.04% No change 279 $68K
Bank of New Hampshire 0.02% No change 278 $67K
MeadowBrook Investment Advisors LLC 0.06% No change 277 $67K
TrustBank 0.03% — 276 $67K
Fortitude Family Office, LLC 0.02% Add +0.4% 276 $67K
NFSG Corp 0.01% Reduce -98.1% 273 $66K
KERR FINANCIAL PLANNING Corp 0.09% Reduce -18.8% 303 $66K
Standard Family Office LLC 0.07% No change 268 $65K
Evelyn Partners Investment Management Services Ltd 0.01% No change 260 $63K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 258 $63K
Private Wealth Management Group, LLC 0.02% No change 257 $62K
Covestor Ltd 0.03% Add +1.6% 257 $62K
Kemnay Advisory Services Inc. 0.01% Reduce -99.7% 249 $60K
Private Wealth Asset Management, LLC 0.01% Add +8.7% 249 $60K
Brown, Lisle/Cummings, Inc. 0.01% No change 239 $58K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% — 233 $56K
Entrust Financial LLC 0.04% — 233 $56K
Evolution Advisers, Inc. 0.02% Reduce -41.7% 232 $56K
Murphy & Mullick Capital Management Corp 0.04% Add +0.9% 231 $56K
Sarver Vrooman Wealth Advisors 0.04% Reduce -37.8% 230 $56K
Dogwood Wealth Management LLC 0.02% Add +26.0% 228 $55K
Legacy Wealth Managment, LLC 0.03% Add +59.9% 227 $55K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.3% 226 $55K
South Plains Financial, Inc. 0.03% New 220 $53K
DiNuzzo Private Wealth, Inc. 0.01% No change 219 $53K
IAG Wealth Partners, LLC 0.01% Add +87.8% 216 $52K
Cornerstone Planning Group LLC 0.01% Add +0.4% 237 $52K
Valued Wealth Advisors LLC 0.02% Add +11.2% 208 $51K
Avion Wealth 0.01% Reduce -48.5% 209 $50K
Align Financial, LLC 0.03% — 49,926 $50K
Loomis Sayles & Co. L P 0.00% Reduce -3.3% 205 $50K
Tanglewood Legacy Advisors, LLC 0.02% No change 203 $49K
Pin Oak Investment Advisors Inc. 0.03% No change 218 $49K
Walsh & Associates, LLC 0.05% — 200 $48K
WealthCollab, LLC 0.02% No change 200 $48K
Cedar Mountain Advisors, LLC 0.01% Add +6.4% 199 $48K
Nova Wealth Management, Inc. 0.03% Reduce -13.2% 197 $48K
Caitlin John, LLC 0.03% Reduce -40.4% 190 $46K
Wilkerson Advisory Group LLC 0.02% — 189 $46K
Hurley Capital, LLC 0.03% Add +700.0% 184 $45K
Wolverine Asset Management LLC 0.00% New 182 $44K
Albion Financial Group 0.00% No change 175 $42K
Silicon Valley Capital Partners 0.00% No change 174 $42K
Kilter Group LLC 0.02% Add +34.9% 170 $41K
High Note Wealth, LLC 0.01% Add +44.9% 155 $38K
Ascentis Wealth Management, LLC 0.01% Reduce -83.6% 153 $37K
WFA of San Diego, LLC 0.03% No change 152 $37K
First United Bank & Trust 0.01% No change 152 $37K
Concord Wealth Partners 0.00% Reduce -49.5% 152 $37K
GoalVest Advisory LLC 0.01% No change 150 $36K
NBT Bank, N.A. 0.00% New 150 $36K
Elevation Wealth Partners, LLC 0.01% Add +5.7% 148 $36K
Washington Trust Advisors, Inc. 0.00% No change 143 $35K
Coston, McIsaac & Partners 0.01% Reduce -13.9% 143 $34K
Wolff Wiese Magana LLC 0.02% Reduce -29.2% 138 $33K
Howard Hughes Medical Institute 0.02% No change 137 $33K
Strive Financial Group ,LLC 0.02% — 137 $33K
Westfuller Advisors, LLC 0.01% Add +661.1% 137 $33K
Highline Wealth Partners LLC 0.01% No change 136 $33K
Kohmann Bosshard Financial Services, LLC 0.00% New 136 $33K
Purpose Unlimited Inc. 0.00% — 135 $33K
Roble, Belko & Company, Inc 0.00% No change 131 $32K
Founders Capital Management 0.02% No change 132 $32K
Merited Wealth, LLC 0.03% — 131 $32K
Solstein Capital, LLC 0.01% No change 130 $32K
Rakuten Securities, Inc. 0.01% Add +550.0% 130 $32K
Sittner & Nelson, LLC 0.01% No change 140 $31K
Olistico Wealth, LLC 0.01% New 124 $30K
CrossGen Wealth, LLC 0.03% — 123 $30K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.0% 123 $30K
Raffa Wealth Management, LLC 0.00% Reduce -6.2% 122 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 122 $30K
RMG Wealth Management LLC 0.00% No change 126 $29K
Aventus Investment Advisors, Inc. 0.02% Add +20.0% 120 $29K
Osterweis Capital Management Inc. 0.00% New 118 $29K
LOM Asset Management Ltd 0.01% No change 115 $28K
Cherry Tree Wealth Management, LLC 0.01% Add +1312.5% 113 $27K
Team Financial Group, LLC 0.01% No change 112 $27K
Peoples Financial Services Corp. 0.01% No change 111 $27K
Abound Wealth Management 0.01% Add +1.9% 109 $27K
Evolution Wealth Management Inc. 0.02% Add +529.4% 107 $26K
Penserra Capital Management LLC 0.00% Reduce -98.3% 105 $25K
Measured Wealth Private Client Group, LLC 0.01% Reduce -6.4% 102 $25K
HFM Investment Advisors, LLC 0.01% Add +741.7% 101 $24K
GS Investments, Inc. 0.01% No change 101 $24K
Paladin Partners, LLC 0.02% — 100 $24K
Gould Capital, LLC 0.01% New 100 $24K
Pacific Center for Financial Services 0.01% No change 111 $24K
Quattro Advisors LLC 0.02% — 97 $24K
Boreal Capital Management LLC 0.02% No change 97 $24K
Gen-Wealth Partners Inc 0.01% No change 96 $23K
Joseph Group Capital Management 0.01% New 95 $23K
American Capital Advisory, LLC 0.01% Add +3.3% 94 $23K
Swiss Re Ltd. 0.00% — 91 $22K
Gables Capital Management Inc. 0.01% No change 90 $22K
TFC Financial Management, Inc. 0.00% No change 83 $20K
Navigoe, LLC 0.01% No change 86 $20K
PFS Partners, LLC 0.01% New 82 $20K
Steph & Co. 0.01% No change 81 $20K
New England Capital Financial Advisors LLC 0.01% Add +1.3% 81 $20K
Miller Global Investments, LLC 0.02% — 79 $19K
Hilton Head Capital Partners, LLC 0.01% — 76 $18K
Sfam, LLC 0.02% — 75 $18K
Prestige Wealth Management Group LLC 0.00% Reduce -2.6% 75 $18K
Byrne Asset Management LLC 0.01% No change 73 $18K
JDM Financial Group LLC 0.01% No change 72 $17K
Nvest Wealth Strategies, Inc. 0.01% — 71 $17K
Cornerstone Financial Management LLC 0.02% — 70 $17K
Wellington-Altus USA Inc. 0.01% — 70 $17K
Beaird Harris Wealth Management, LLC 0.00% Reduce -74.1% 70 $17K
DecisionPoint Financial, LLC 0.00% Add +871.4% 68 $16K
Godfrey Financial Associates, Inc. 0.01% — 65 $16K
Mascoma Wealth Management LLC 0.00% Add +16.4% 64 $16K
Triumph Capital Management 0.00% New 62 $15K
Quarry LP 0.00% Reduce -95.8% 62 $15K
Clark Wealth Partners 0.01% No change 61 $15K
Global Wealth Strategies & Associates 0.00% No change 60 $15K
Laurel Wealth Advisors LLC 0.00% New 60 $15K
Lodestone Wealth Management LLC 0.01% New 57 $14K
Aspect Partners, LLC 0.01% Add +7.5% 57 $14K
Curio Wealth, LLC 0.00% Add +3.8% 55 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1425.0% 61 $14K
JNBA Financial Advisors 0.00% Add +15.2% 53 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 52 $13K
Credit Industriel Et Commercial 0.00% Reduce -96.7% 52 $13K
Rogco, LP 0.00% New 51 $12K
First Pacific Financial 0.00% Reduce -2.0% 49 $12K
United Community Bank 0.00% No change 49 $12K
West Branch Capital LLC 0.00% No change 49 $12K
Quaker Wealth Management, LLC 0.00% Add +242.9% 48 $12K
United Financial Planning Group LLC 0.01% No change 48 $12K
Vermillion Wealth Management, Inc. 0.00% No change 47 $11K
Cetera Trust Company, N.A 0.01% No change 46 $11K
Red Tortoise LLC 0.00% No change 45 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +40.6% 45 $11K
IMG Wealth Management, Inc. 0.01% Reduce -8.3% 44 $11K
Bare Financial Services, Inc 0.00% Reduce -6.4% 44 $11K
Marquette Asset Management, LLC 0.00% Reduce -35.8% 43 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 41 $10K
Vision Retirement, LLC 0.00% — 41 $10K
Luken Investment Analytics, LLC 0.00% New 40 $10K
Tucker Asset Management LLC 0.00% New 40 $10K
Clayton Financial Group LLC 0.00% New 39 $9K
Principia Wealth Advisory, LLC 0.01% Add +26.7% 38 $9K
Tidemark, LLC 0.00% Reduce -11.6% 38 $9K
Fortis Group Advisors, LLC 0.00% No change 38 $9K
Arlington Trust Co LLC 0.00% New 38 $9K
Vision Financial Markets LLC 0.01% No change 36 $9K
Nvwm, LLC 0.00% Add +17.2% 34 $8K
Bullock Wealth Management Group 0.00% — 33 $8K
Rialto Wealth Management, LLC 0.00% Add +6.5% 33 $8K
Morse Asset Management, Inc 0.00% No change 33 $8K
Financial Gravity Asset Management, Inc. 0.00% No change 33 $8K
Hughes Financial Services, LLC 0.00% No change 33 $8K
Atlantic Private Wealth, LLC 0.00% No change 31 $8K
10Elms LLP 0.01% No change 31 $8K
YANKCOM Partnership 0.00% New 31 $8K
1015 Capital Partners, LLC 0.01% — 30 $7K
Missouri Trust & Investment Co 0.00% No change 30 $7K
Comprehensive Financial Planning, Inc. 0.00% New 29 $7K
Darwin Wealth Management, LLC 0.00% No change 28 $7K
Optima Capital LLC 0.00% New 27 $7K
CDKV Holdings LLC 0.01% — 25 $6K
IFS Advisors, LLC 0.00% No change 25 $6K
Mb, Levis & Associates, LLC 0.00% No change 25 $6K
Hollencrest Capital Management 0.00% No change 25 $6K
Wealth Watch Advisors, INC 0.00% Reduce -45.5% 24 $6K
Provenance Wealth Advisors, LLC 0.00% No change 24 $6K
Atomic Invest LLC 0.00% — 24 $6K
Godsey & Gibb, Inc. 0.00% Add +15.0% 23 $6K
Granite FO LLC 0.00% No change 22 $5K
Scarborough Advisors, LLC 0.00% New 22 $5K
WestEnd Advisors, LLC 0.00% Add +40.0% 21 $5K
Hoey Investments, Inc. 0.00% No change 20 $5K
Luminist Capital LLC 0.01% No change 20 $5K
HighMark Wealth Management LLC 0.00% No change 20 $5K
New Millennium Group LLC 0.00% No change 19 $5K
Dagco, Inc. 0.00% No change 19 $5K
Center for Financial Planning, Inc. 0.00% No change 18 $4K
MPWM Advisory Solutions, LLC 0.00% Reduce -96.1% 18 $4K
Winnacle Wealth LLC 0.00% Reduce -23.8% 16 $4K
Financial Network Wealth Advisors LLC 0.00% No change 15 $4K
Advocate Investing Services LLC 0.00% — 14 $3K
Ameriflex Group, Inc. 0.00% Reduce -93.6% 13 $3K
Corsicana & Co. 0.00% No change 11 $3K
Greenline Wealth Management LLC 0.00% — 10 $2K
Minot DeBlois Advisors LLC 0.00% No change 10 $2K
Davis Capital Management 0.00% Add +66.7% 10 $2K
Noble Wealth Management PBC 0.00% New 10 $2K
Battery Global Advisors, LLC 0.00% New 10 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $2K
Cranbrook Wealth Management, LLC 0.00% No change 9 $2K
TD Capital Management LLC 0.00% No change 8 $2K
Seneschal Advisors, LLC 0.00% No change 8 $2K
Reyes Financial Architecture, Inc. 0.00% New 8 $2K
Whipplewood Advisors, LLC 0.00% New 8 $2K
Crewe Advisors LLC 0.00% New 7 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 7 $2K
Redwood Park Advisors LLC 0.00% No change 6 $1K
Bayban 0.00% — 5 $1K
Kelleher Financial Advisors 0.00% Reduce -99.3% 5 $1K
Arcadia Investment Management Corp. 0.00% New 5 $1K
Copeland Capital Management, LLC 0.00% No change 5 $1K
Longview Financial Advisors LLC 0.00% New 4 $970
Chilton Capital Management LLC 0.00% New 3 $728
Signature Resources Capital Management, LLC 0.00% New 3 $727
Breakwater Investment Management 0.00% No change 2 $485
NorthAvenue LLC 0.00% — 1 $243
Stone House Investment Management, LLC 0.00% Reduce -66.7% 1 $242

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