Capital One FinancialCOF

13F holders, Q2 2026 (June 30)
2,128holders +46
200new positions
148sold out
24famous investors
$200.54avg. 13F price*

At the end of Q2 2026, 2,128 institutions reported holding Capital One Financial Corp. (COF) in their 13F filings, up 46 from Q1 2026. 200 opened new positions and 148 sold out. The largest holders were BlackRock, Inc. ($10.2B), Vanguard Capital Management LLC ($8.2B) and State Street Corp. ($5.6B). 24 famous investors held it, including Glenn Greenberg (4.3% of Brave Warrior Advisors's portfolio), Dan Loeb (3.6% of Third Point's portfolio) and Bill Nygren (3.1% of Harris Associates (Oakmark Funds)'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions200$1.0B
Exits148$1.5B

All 13F filers, Q1 2026 → Q2 2026: 44,084,484 shares bought and 45,421,518 shares sold, net −1,337,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,128 holders

BlackRock, Inc. 0.15% Add +0.5% 51,054,869 $10.2B
Vanguard Capital Management LLC 0.17% Add +0.3% 40,646,052 $8.2B
State Street Corp. 0.17% Add +0.9% 27,797,298 $5.6B
JPMorgan Chase & Co. 0.21% Add +2.5% 17,785,818 $3.6B
Geode Capital Management, LLC 0.15% Add +0.5% 14,360,681 $2.9B
Franklin Resources Inc. 0.59% Reduce -2.1% 13,440,351 $2.7B
Vanguard Portfolio Management LLC 0.12% Add +7.8% 12,800,697 $2.6B
Harris Associates (Oakmark Funds) 3.07% Add +10.9% 11,492,010 $2.3B
FMR LLC 0.10% Reduce -11.4% 11,130,538 $2.2B
Norges Bank 0.20% — 9,978,148 $2.0B
Dodge & Cox 0.96% Add +3.9% 9,117,926 $1.8B
Morgan Stanley 0.09% Reduce -1.8% 8,768,807 $1.8B
Goldman Sachs Group Inc. 0.18% Add +6.4% 8,496,306 $1.7B
Davis Selected Advisers 7.13% Reduce -3.1% 8,270,946 $1.7B
Invesco Ltd. 0.12% Add +12.9% 7,416,162 $1.5B
Capital World Investors 0.18% Reduce -59.3% 7,371,325 $1.5B
Bank of America Corp. 0.09% Add +6.2% 7,154,376 $1.4B
Wellington Management Group LLP 0.25% Add +36.1% 7,108,112 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Reduce -5.9% 6,524,225 $1.3B
Aristotle Capital Management, LLC 2.69% Reduce -5.2% 6,400,144 $1.3B
Eagle Capital Management LLC 3.92% Reduce -2.6% 6,397,170 $1.3B
Northern Trust Corp. 0.14% Reduce -3.8% 6,159,991 $1.2B
T. Rowe Price Associates Inc. 0.12% Add +98.4% 6,030,779 $1.2B
Bank of New York Mellon Corp 0.19% Add +3.5% 5,621,240 $1.1B
AQR Capital Management 0.37% Add +45.9% 5,271,438 $1.1B
Pzena Investment Management LLC 2.71% Add +0.3% 4,593,920 $921.6M
D. E. Shaw & Co. 0.61% Add +93.8% 4,579,708 $918.8M
Fisher Asset Management 0.27% Reduce -31.4% 4,515,704 $905.9M
Charles Schwab Investment Management Inc. 0.12% Add +1.1% 4,312,586 $865.2M
Boston Partners 0.73% Add +69.4% 4,089,786 $821.6M
UBS Group AG 0.12% Add +42.7% 3,816,146 $765.6M
Dimensional Fund Advisors LP 0.13% Add +0.2% 3,703,679 $743.1M
Amundi 0.17% Add +16.0% 3,558,138 $713.8M
Vanguard Fiduciary Trust Co. 0.15% Reduce -0.6% 3,494,414 $701.0M
Nuveen, LLC 0.16% Add +38.1% 3,410,820 $684.3M
Legal & General Group Plc 0.14% Reduce -15.3% 3,394,391 $681.0M
Berkshire Hathaway 0.20% Reduce -58.0% 3,000,000 $601.9M
Capital International Investors 0.12% Add +2.7% 2,859,456 $573.8M
Newport Trust Company, LLC 1.27% Reduce -0.5% 2,633,720 $528.4M
Barclays PLC 0.17% Reduce -16.3% 2,629,547 $527.5M
Point72 Asset Management 0.81% Add +53.4% 2,529,289 $507.4M
Bessemer Group Inc. 0.68% Add +13.6% 2,464,698 $494.5M
Alliancebernstein L.P. 0.16% Add +11.3% 2,666,701 $486.5M
Canada Pension Plan Investment Board 0.27% Reduce -10.8% 2,406,131 $482.7M
Clearbridge Investments, LLC 0.39% Add +0.7% 2,369,725 $475.4M
Royal Bank of Canada 0.08% Reduce -29.6% 2,344,582 $470.4M
Jupiter Topco LLC 0.19% — 2,314,665 $464.3M
Deutsche Bank AG 0.13% Reduce -6.5% 2,211,506 $443.7M
Ameriprise Financial Inc. 0.09% Reduce -11.5% 2,186,930 $438.9M
Citadel Advisors 0.24% Add +47.5% 2,059,363 $413.1M
HSBC Holdings PLC 0.20% Add +2.5% 2,031,811 $407.8M
Ruane, Cunniff & Goldfarb L.P. 6.11% Reduce -3.1% 1,956,084 $392.4M
W1M Asset Management Ltd 3.38% Add +18.6% 1,838,344 $368.7M
Millennium Management 0.24% Add +24.4% 1,720,453 $345.2M
Swiss National Bank 0.18% Reduce -9.6% 1,687,316 $338.5M
Qube Research & Technologies Ltd 0.37% Reduce -24.4% 1,639,402 $328.9M
Envestnet Asset Management Inc. 0.08% Add +1.4% 1,603,895 $321.8M
Sessa Capital IM, L.P. 5.41% No change 1,558,233 $312.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +4.7% 1,494,454 $299.8M
National Pension Service 0.19% Add +1.6% 1,472,473 $295.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.33% Reduce -28.2% 1,449,993 $290.9M
Holocene Advisors, LP 0.64% Add +713.1% 1,403,424 $281.6M
Raymond James Financial Inc. 0.08% Add +10.6% 1,399,472 $280.8M
Wells Fargo & Company 0.05% Reduce -11.3% 1,398,276 $280.5M
Maverick Capital 2.51% Add +10.9% 1,384,692 $277.8M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -4.6% 1,378,727 $276.6M
Vanguard Global Advisers, LLC 0.13% Reduce -1.6% 1,372,071 $275.3M
Russell Investments Group, Ltd. 0.24% Add +11.7% 1,354,245 $271.9M
Two Sigma Investments, LP 0.21% Add +1837.3% 1,342,795 $269.4M
Neuberger Berman Group LLC 0.18% Add +7.4% 1,334,600 $268.0M
Ribbit Management Company, LLC 13.00% New 1,330,289 $266.9M
Meritage Group LP 10.22% Add +0.6% 1,321,428 $265.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.16% Add +11.8% 1,202,172 $241.2M
Sei Investments Co. 0.21% Add +4.6% 1,185,218 $237.8M
Jane Street Group, LLC 0.15% Add +359.3% 1,176,327 $236.0M
California Public Employees Retirement System 0.13% Add +4.8% 1,168,304 $234.4M
Artisan Partners Limited Partnership 0.36% Reduce -17.1% 1,115,283 $223.7M
Rhumbline Advisers 0.17% Reduce -2.1% 1,113,275 $223.3M
D1 Capital Partners 0.63% Reduce -2.1% 1,093,438 $219.4M
Bank of Montreal 0.08% Add +55.5% 1,088,879 $218.5M
Tidal Investments LLC 0.53% Add +22.4% 1,079,689 $216.6M
Thrivent Financial for Lutherans 0.37% Add +3.6% 1,077,942 $216.3M
Barrow Hanley Mewhinney & Strauss LLC 0.65% Reduce -8.5% 1,061,214 $212.9M
KBC Group NV 0.44% Reduce -3.3% 1,014,915 $203.6M
Ensign Peak Advisors, Inc 0.33% Add +3.8% 1,002,344 $201.1M
Brave Warrior Advisors 4.32% Reduce -1.5% 988,973 $198.4M
Marshall Wace, LLP 0.17% Reduce -37.6% 969,079 $194.4M
ANTIPODES PARTNERS Ltd 3.56% Add +29.6% 967,575 $194.1M
Eurizon Capital SGR S.p.A. 0.50% Add +180.7% 931,293 $187.2M
BNP Paribas Financial Markets 0.10% Reduce -27.3% 920,153 $184.6M
Khrom Capital Management LLC 14.91% Add +8.2% 887,221 $178.0M
Avantyr Capital Partners, LP 6.40% Add +41.0% 866,466 $173.8M
California State Teachers Retirement System 0.16% Reduce -7.2% 860,668 $172.7M
PointState Capital LP 3.03% Add +25.2% 854,060 $171.3M
59 North Capital Management, LP 3.68% New 825,152 $165.5M
Third Point 3.63% Add +489.3% 825,000 $165.5M
Assenagon Asset Management S.A. 0.21% Reduce -25.2% 797,048 $159.9M
Alyeska Investment Group, L.P. 0.41% Add +1079.6% 790,549 $158.6M
Squarepoint Ops LLC 0.30% Add +338.5% 764,912 $153.5M
Citigroup Inc. 0.07% Add +27.3% 754,998 $151.5M
Fiduciary Management Inc. 2.15% Add +28.7% 753,703 $151.2M
Principal Financial Group Inc. 0.07% Reduce -0.4% 706,354 $141.7M
Allspring Global Investments Holdings, LLC 0.21% Add +3.2% 681,184 $139.5M
TrinityBridge Ltd 3.69% Reduce -6.0% 690,917 $138.6M
Prudential Financial Inc. 0.15% Add +26.2% 677,277 $135.9M
New York State Common Retirement Fund 0.17% Reduce -5.4% 663,514 $133.1M
Truist Financial Corp. 0.16% Add +2.9% 660,304 $132.5M
Balyasny Asset Management L.P. 0.24% Add +315.9% 624,899 $125.4M
Samlyn Capital, LLC 2.04% Reduce -49.1% 611,971 $122.8M
LPL Financial LLC 0.03% Reduce -4.3% 611,273 $122.6M
Renaissance Technologies 0.16% Reduce -20.0% 591,504 $118.7M
SG Americas Securities, LLC 0.07% Add +103.8% 586,736 $117.7M
Victory Capital Management Inc. 0.07% Reduce -3.0% 573,770 $115.1M
Adage Capital Partners Gp, L.L.C. 0.15% Add +14.2% 549,528 $110.2M
AustralianSuper Pty Ltd 0.47% Add +16.6% 543,153 $109.0M
First Manhattan Co. Llc. 0.27% Reduce -0.1% 536,652 $107.7M
State Board of Administration of Florida Retirement System 0.18% Reduce -3.1% 535,712 $107.5M
Panagora Asset Management Inc. 0.33% Add +15.5% 529,510 $106.2M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Reduce -28.9% 526,911 $105.7M
Evergreen Capital Management LLC 1.85% Add +741.8% 525,329 $105.4M
Aviva PLC 0.15% Reduce -9.1% 524,076 $105.1M
New York State Teachers Retirement System 0.19% Reduce -5.9% 523,450 $105.0M
Quantinno Capital Management LP 0.12% Add +7.8% 486,288 $97.6M
Aberdeen Group plc 0.14% Add +2.4% 484,358 $97.2M
Stifel Financial Corp. 0.08% Add +3.0% 483,436 $97.0M
Public Employees Retirement Association of Colorado 0.33% Reduce -2.8% 474,603 $95.2M
Omega Advisors (Leon Cooperman) 2.57% Add +23.0% 455,000 $91.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +5.3% 451,670 $90.6M
Corient Private Wealth LP 0.12% Reduce -12.1% 444,976 $89.3M
APG Asset Management N.V. 0.22% Add +27.9% 508,684 $89.3M
Teewinot Capital Advisers, L.L.C. 6.45% Add +199.1% 444,190 $89.1M
Northwestern Mutual Wealth Management Co. 0.05% Add +6.9% 441,132 $88.5M
PFA Pension, Forsikringsaktieselskab 0.22% Reduce -18.9% 437,502 $87.8M
AMF Tjanstepension AB 0.51% No change 429,374 $86.1M
CANADA LIFE ASSURANCE Co 0.14% Reduce -16.7% 430,027 $86.1M
Caisse de depot et placement du Quebec 0.12% Reduce -19.1% 429,061 $86.1M
PNC Financial Services Group, Inc. 0.04% Add +0.9% 428,763 $86.0M
Abrams Bison Investments, LLC 4.16% No change 425,000 $85.3M
Robeco Institutional Asset Management B.V. 0.10% Reduce -50.5% 420,223 $84.3M
Pictet Asset Management Holding SA 0.08% Reduce -10.2% 417,759 $83.8M
Walleye Capital LLC 0.44% Add +359.6% 416,599 $83.6M
Treasurer of the State of North Carolina 0.22% Add +4.8% 416,293 $83.5M
Storebrand Asset Management As 0.20% Reduce -1.6% 412,360 $82.7M
Commerce Bank 0.35% Reduce -5.8% 399,359 $80.1M
1832 Asset Management L.P. 0.10% Add +24.1% 390,894 $78.4M
Viking Global Investors 0.22% Reduce -76.0% 387,815 $77.8M
Brown Advisory Inc. 0.12% Add +546.4% 385,755 $77.4M
Bank Julius Baer & Co. Ltd, Zurich 0.20% Add +17657.8% 382,502 $76.9M
HighTower Advisors, LLC 0.07% Add +1.6% 382,910 $76.8M
Cerity Partners LLC 0.09% Add +11.4% 381,508 $76.5M
Intermede Investment Partners Ltd 3.22% Reduce -4.2% 335,828 $76.4M
Primecap Management Co. 0.04% Reduce -0.6% 377,440 $75.7M
Schroder Investment Management Group 0.05% Reduce -0.9% 374,115 $75.1M
National Bank of Canada 0.06% Reduce -12.6% 369,332 $74.1M
Manufacturers Life Insurance Company, The 0.06% Reduce -11.2% 365,685 $73.4M
683 Capital Management, LLC 7.04% Reduce -2.7% 365,000 $73.2M
Natixis Advisors, LLC 0.08% Add +18.6% 364,821 $73.2M
M.D. Sass, LLC 4.83% Add +24.1% 363,556 $72.9M
Nearwater Capital Markets, Ltd 1.25% Add +309.5% 362,400 $72.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +5.5% 361,453 $72.4M
Blackstone Inc. 0.24% Add +26.0% 355,000 $71.2M
Royal London Asset Management Ltd. 0.13% Reduce -1.3% 350,110 $70.2M
Danske Bank A/S 0.14% Add +0.1% 350,081 $70.2M
Central Securities Corp 5.24% No change 350,000 $70.2M
State of Wisconsin Investment Board 0.14% Reduce -5.3% 341,050 $68.4M
Worldquant Millennium Advisors LLC 0.23% Reduce -60.7% 338,726 $68.0M
Susquehanna International Group, LLP 0.06% Add +31.1% 338,413 $67.9M
Tudor Investment Corporation 0.28% Reduce -38.1% 336,683 $67.5M
Montanova Capital, LLC 1.40% Add +10.2% 333,098 $66.8M
KLP Kapitalforvaltning As 0.21% Add +4.2% 329,962 $66.2M
Algebris (uk) Ltd. 4.40% New 330,696 $66.1M
Korea Investment CORP 0.12% Add +2.6% 326,744 $65.6M
Fifth Third Bancorp 0.11% Reduce -2.5% 326,265 $65.5M
Nomura Asset Management International Inc. 0.10% Add +94.8% 325,802 $65.4M
Schonfeld Strategic Advisors LLC 0.35% Add +15.7% 325,110 $65.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Reduce -78.8% 322,925 $64.8M
Gillson Capital LP 3.81% Add +92.6% 322,039 $64.6M
Steadfast Capital Management LP 1.96% Add +21.8% 319,576 $64.1M
Vanguard Investments Australia, Ltd. 0.15% Reduce -2.8% 307,296 $61.6M
Mariner, LLC 0.06% Add +42.6% 305,715 $61.3M
Hudson Bay Capital Management LP 0.32% Add +16.5% 303,740 $60.9M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -2.4% 303,495 $60.9M
140 Summer Partners LP 4.88% Reduce -23.4% 300,464 $60.3M
Empyrean Capital Partners, LP 2.30% Add +87.5% 300,000 $60.2M
SEB Asset Management AB 0.22% Add +24.1% 295,822 $59.3M
Jones Financial Companies LLLP 0.02% Add +26.0% 290,754 $59.3M
Junto Capital Management LP 1.09% Add +30.0% 294,794 $59.1M
Zurich Insurance Group Ltd 0.40% Add +135.5% 288,204 $57.8M
Brandes Investment Partners, LP 0.40% New 285,259 $57.2M
Mackenzie Financial Corp. 0.06% Reduce -40.9% 281,157 $56.4M
Callodine Capital Management, LP 3.69% Add +6.4% 279,730 $56.1M
Bristol John W & Co. Inc. 0.83% Reduce -1.2% 279,263 $56.0M
US Bancorp \de 0.06% Add +9.1% 279,124 $56.0M
Softbank Group Corp. 0.31% New 276,811 $55.5M
Bruni J V & Co. 5.03% Reduce -1.0% 274,554 $55.1M
Swedbank AB 0.05% Reduce -0.1% 272,581 $54.7M
RNC Capital Management LLC 2.25% Add +0.4% 271,853 $54.5M
Creative Planning 0.03% Add +19.5% 270,916 $54.4M
Ofi Invest Asset Management 0.54% Add +48.1% 309,472 $54.3M
Moore Capital Management, LP 1.25% Add +58.1% 264,160 $53.0M
Federation des caisses Desjardins du Quebec 0.16% Add +5.7% 262,273 $52.6M
Seizert Capital Partners, LLC 2.15% Reduce -1.0% 259,218 $52.0M
Asset Management One Co., Ltd. 0.13% Reduce -5.4% 258,973 $52.0M
Basswood Capital Management, L.L.C. 2.22% Add +29.9% 257,969 $51.8M
Hosking Partners LLP 1.70% Reduce -2.7% 255,208 $51.2M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -4.5% 254,858 $51.1M
Public Employees Retirement System of Ohio 0.15% Reduce -5.2% 251,148 $50.4M
Bank of Nova Scotia 0.08% Reduce -12.1% 249,092 $50.0M
Baird Financial Group, Inc. 0.07% Add +17.0% 249,039 $50.0M
TD Asset Management Inc 0.04% Reduce -3.1% 248,634 $49.9M
Nisa Investment Advisors, LLC 0.16% Reduce -2.5% 247,960 $49.7M
OMERS ADMINISTRATION Corp 0.30% Add +739.4% 246,484 $49.4M
Macquarie Group Ltd. 0.21% Add +232.5% 246,285 $49.4M
Allianz Asset Management GmbH 0.05% Reduce -0.2% 242,793 $48.7M
State of Tennessee, Department of Treasury 0.14% Reduce -0.8% 241,565 $48.5M
Senator Investment Group LP 1.71% New 233,129 $46.8M
GMO 0.10% Add +0.1% 231,303 $46.4M
Cetera Investment Advisers 0.04% Reduce -4.2% 230,834 $46.3M
Man Group plc 0.09% Add +104.2% 229,453 $46.0M
Danica Pension, Livsforsikringsaktieselskab 0.73% Add +63.3% 228,760 $45.9M
Tredje AP-fonden 0.20% Add +20.2% 222,509 $44.6M
Nomura Asset Management Co. Ltd. 0.09% Reduce -3.9% 218,248 $43.8M
Associated Banc-Corp 1.03% Reduce -1.4% 216,846 $43.5M
American Century Companies Inc. 0.02% Add +0.1% 214,755 $43.1M
Handelsbanken Fonder AB 0.12% Reduce -0.0% 210,691 $42.3M
Toronto Dominion Bank 0.07% Reduce -17.6% 208,883 $41.9M
DNB Asset Management AS 0.12% Add +48.1% 207,905 $41.7M
Nordea Investment Management AB 0.03% Reduce -36.4% 201,031 $40.6M
Osaic Holdings, Inc. 0.05% Add +13.3% 202,022 $40.6M
Capitolis Liquid Global Markets LLC 0.17% Reduce -41.2% 200,000 $40.1M
Thornburg Investment Management Inc. 0.38% Add +43.1% 199,843 $40.1M
E. Ohman J:or Asset Management AB 0.92% Add +795.0% 197,779 $39.7M
O'shaughnessy Asset Management, LLC 0.18% Reduce -7.1% 197,177 $39.6M
Engineers Gate Manager LP 0.51% Add +480.4% 197,168 $39.6M
MML Investors Services, LLC 0.08% Add +10.7% 196,261 $39.4M
State of New Jersey Common Pension Fund D 0.13% Reduce -10.9% 194,853 $39.1M
Mark Asset Management LP 3.88% Add +54.3% 191,076 $38.3M
Commonwealth Equity Services, LLC 0.05% Reduce -4.9% 189,589 $38.0M
Fernbridge Capital Management LP 2.76% Reduce -18.4% 188,258 $37.8M
Levin Capital Strategies, L.P. 2.51% Add +3.5% 186,124 $37.3M
Sculptor Capital LP 0.61% No change 186,000 $37.3M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Reduce -41.3% 184,706 $37.1M
Rafferty Asset Management, LLC 0.08% Add +20.0% 184,140 $36.9M
Capital International, Inc. 0.26% Reduce -33.8% 184,027 $36.9M
Focus Partners Wealth 0.04% Reduce -18.1% 183,284 $36.8M
Keybank National Association 0.12% Reduce -0.8% 181,970 $36.5M
Resona Asset Management Co.,Ltd. 0.17% Reduce -11.9% 178,920 $36.0M
Cander Asset Management LP 6.68% Reduce -7.5% 179,043 $35.9M
Public Sector Pension Investment Board 0.09% Reduce -0.1% 177,700 $35.7M
Ieq Capital, LLC 0.16% Reduce -9.0% 177,220 $35.6M
Czech National Bank 0.19% Add +4.0% 177,128 $35.5M
M&G PLC 0.18% Reduce -7.8% 174,646 $35.1M
Cibc World Market Inc. 0.06% Reduce -40.0% 174,521 $35.0M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -29.1% 174,301 $35.0M
State of Michigan Retirement System 0.15% Add +0.2% 174,164 $34.9M
Bronte Capital Management Pty Ltd. 3.92% Reduce -7.4% 173,523 $34.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.47% Add +56.4% 173,496 $34.8M
Discovery Capital Management, LLC / CT 1.45% Reduce -35.6% 173,210 $34.7M
Siren, L.L.C. 0.70% New 171,615 $34.4M
Nykredit A/S 0.13% — 171,519 $34.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% Reduce -4.6% 166,918 $33.5M
Arizona State Retirement System 0.17% Reduce -4.7% 165,992 $33.3M
Voya Investment Management LLC 0.03% Reduce -2.6% 163,015 $32.7M
Mercer Global Advisors Inc. 0.04% Add +28.1% 161,861 $32.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +10.6% 160,743 $32.2M
Assetmark, Inc. 0.06% Add +20.3% 160,192 $32.1M
STRS Ohio 0.12% Reduce -9.7% 154,660 $31.0M
Delta Global Management LP 3.31% Reduce -43.2% 152,234 $30.5M
Gateway Investment Advisers LLC 0.30% Add +0.8% 149,932 $30.1M
Teachers Retirement System of the State of Kentucky 0.20% No change 149,321 $30.0M
Calamos Advisors LLC 0.15% Reduce -4.3% 147,876 $29.7M
Heritage Investors Management Corp. 0.82% Add +0.1% 147,609 $29.6M
Soros Fund Management 0.52% Reduce -18.4% 147,062 $29.5M
Deprince Race & Zollo Inc. 0.49% Add +26.1% 147,010 $29.5M
Vinva Investment Management Ltd 0.20% Add +113.0% 145,628 $29.5M
CIBC Asset Management Inc 0.06% Reduce -20.4% 146,782 $29.4M
Bridgewater Associates 0.12% New 145,544 $29.2M
Trexquant Investment LP 0.18% Reduce -54.7% 145,411 $29.2M
Picton Mahoney Asset Management 0.27% Reduce -4.9% 143,168 $28.7M
MetLife Investment Management, LLC 0.13% Reduce -2.4% 142,385 $28.6M
Burney Co./ 0.77% Add +2.3% 142,101 $28.5M
J. Safra Sarasin Holding AG 0.41% Add +5.5% 148,104 $28.5M
IFM Investors Pty Ltd 0.19% Add +1.1% 140,716 $28.2M
Federated Hermes, Inc. 0.04% Reduce -43.4% 137,921 $27.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -5.6% 137,449 $27.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.61% Reduce -2.7% 135,276 $27.1M
PB Investment Partners, L.P. 18.05% Add +1.4% 135,158 $27.1M
Woodline Partners LP 0.08% Add +9.4% 134,449 $27.0M
Teacher Retirement System of Texas 0.07% Reduce -15.4% 133,895 $26.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -50.7% 132,286 $26.5M
ProShare Advisors LLC 0.04% Add +4.2% 131,944 $26.5M
Retirement Systems of Alabama 0.08% Reduce -1.5% 130,729 $26.2M
Fisher Funds Management LTD 0.74% Add +28.5% 130,192 $26.1M
Swiss Life Asset Management Ltd 0.11% Add +1.0% 129,491 $26.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +9.7% 199,154 $25.4M
Janney Montgomery Scott LLC 0.05% Reduce -9.3% 125,966 $25.3M
Vident Advisory, LLC 0.19% Add +435.5% 124,819 $25.0M
Varma Mutual Pension Insurance Co 0.13% Reduce -3.5% 124,782 $25.0M
Vontobel Holding Ltd. 0.08% Add +7.4% 124,723 $25.0M
Artemis Investment Management LLP 0.22% New 124,606 $25.0M
Carlson Capital, L.P. 5.08% New 122,855 $24.6M
Oppenheimer Asset Management Inc. 0.26% Add +1.4% 122,701 $24.6M
M&T Bank Corp 0.07% Reduce -2.6% 121,135 $24.3M
Blue Owl Capital Holdings LP 3.66% New 119,757 $24.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.20% Add +25.6% 119,297 $23.9M
Whittier Trust Co. 0.23% Add +0.6% 115,031 $23.8M
Daiwa Securities Group Inc. 0.05% Add +1.6% 118,124 $23.7M
Rockefeller Capital Management L.P. 0.04% Reduce -31.6% 117,796 $23.6M
Blair William & Co. 0.06% Reduce -3.0% 117,708 $23.6M
Cinctive Capital Management LP 0.94% Add +213.2% 116,903 $23.5M
CIBC Bancorp USA Inc. 0.03% Reduce -21.5% 116,490 $23.3M
Destination Wealth Management 0.54% Reduce -2.2% 116,078 $23.3M
Pathstone Holdings, LLC 0.07% Add +1.1% 113,408 $22.8M
Xponance LLC 0.14% Reduce -0.4% 109,896 $22.0M
Empowered Funds, LLC 0.12% Add +6.0% 109,768 $22.0M
Madrone Advisors, LLC 1.57% New 109,506 $22.0M
Chesley Taft & Associates LLC 0.85% Add +6.7% 108,726 $21.8M
Amalgamated Bank 0.15% Reduce -8.6% 108,552 $21.8M
Ariel Investments 0.22% New 108,339 $21.7M
Martingale Asset Management L P 0.51% Add +3.1% 106,763 $21.4M
Ceredex Value Advisors LLC 0.60% Reduce -17.6% 105,422 $21.1M
First Trust Advisors LP 0.01% Reduce -57.1% 104,402 $20.9M
Captrust Financial Advisors 0.03% Reduce -6.9% 103,091 $20.7M
NEOS Investment Management LLC 0.08% Add +12.1% 102,029 $20.5M
Rakuten Investment Management, Inc. 0.06% Add +7.6% 100,397 $20.3M
Long Focus Capital Management, LLC 0.83% Reduce -31.0% 100,000 $20.1M
Governors Lane LP 2.02% Add +48.9% 99,742 $20.0M
American Assets Investment Management, LLC 1.21% No change 99,500 $20.0M
Busey Bank 0.48% Reduce -0.4% 99,363 $19.9M
Vanguard Personalized Indexing Management, LLC 0.16% Reduce -0.2% 96,516 $19.4M
Utah Retirement Systems 0.18% Reduce -5.3% 94,655 $19.0M
Entropy Technologies, LP 0.75% Add +138.2% 94,438 $18.9M
Park National Corp. 0.53% Add +3.6% 94,143 $18.9M
Police & Firemen's Retirement System of New Jersey 0.14% Reduce -0.9% 93,835 $18.8M
Stony Point Capital LLC 1.23% Add +3.3% 93,760 $18.8M
New York Life Investment Management LLC 0.13% Reduce -0.5% 92,666 $18.6M
Sanctuary Advisors, LLC 0.09% Reduce -3.6% 92,613 $18.6M
Atlantic Union Bankshares Corp 0.31% Add +2.7% 91,588 $18.4M
Markel Group 0.14% No change 91,000 $18.3M
Hancock Whitney Corp. 0.30% Add +3.2% 90,947 $18.2M
Zacks Investment Management 0.13% Add +0.2% 90,170 $18.1M
LMCG Investments, LLC 0.97% Add +4.2% 89,853 $18.0M
State of Alaska, Department of Revenue 0.18% Reduce -4.7% 89,651 $18.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +2.3% 89,603 $18.0M
USS Investment Management Ltd 0.07% Reduce -8.4% 89,320 $17.9M
Saraza Management, LP 7.47% Add +3.1% 89,000 $17.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Reduce -5.5% 88,986 $17.9M
D.A. Davidson & Co. 0.10% Add +19.1% 88,889 $17.8M
Wealthfront Advisers LLC 0.03% Reduce -6.1% 88,870 $17.8M
Farmers & Merchants Investments Inc. 0.43% Add +2.6% 88,390 $17.7M
Elo Mutual Pension Insurance Co 0.22% Add +12.4% 87,036 $17.5M
ASR Vermogensbeheer N.V. 0.18% Add +8.8% 86,210 $17.3M
CCM Investment Advisers LLC 1.33% Add +14.1% 85,446 $17.1M
QRG Capital Management, Inc. 0.14% Reduce -4.3% 85,365 $17.1M
BW Gestao de Investimentos Ltda. 0.40% Add +64.4% 82,997 $16.7M
Loews Corp 0.13% Reduce -36.5% 82,500 $16.6M
Ethic Inc. 0.20% Add +0.7% 80,924 $16.2M
Pinebridge Investments LLC 0.13% Add +128.8% 80,896 $16.2M
Nissay Asset Management Corp. /Japan 0.07% Reduce -1.9% 80,206 $16.1M
Cna Financial Corp. 6.72% Reduce -23.8% 80,000 $16.0M
DAVENPORT & Co LLC 0.08% Add +4.8% 79,365 $15.9M
DekaBank Deutsche Girozentrale 0.03% No change 87,554 $15.9M
Glenmede Trust Co. NA 0.07% Reduce -4.3% 78,790 $15.8M
Andra AP-fonden 0.18% Reduce -26.6% 77,723 $15.6M
Unison Advisors LLC 1.08% Add +0.4% 77,480 $15.5M
CastleKnight Management LP 0.57% Add +15.8% 77,152 $15.5M
Helix Partners Management LP 4.17% No change 77,100 $15.5M
Oregon Public Employees Retirement Fund 0.17% Add +6.8% 76,537 $15.4M
Zweig-DiMenna Associates LLC 1.37% New 75,000 $15.0M
NorthCrest Asset Manangement, LLC 0.38% Add +1.9% 73,737 $14.8M
Hantz Financial Services, Inc. 0.19% Reduce -6.6% 71,556 $14.4M
Polaris Capital Management, LLC 1.35% Reduce -37.3% 71,220 $14.3M
Kelly Lawrence W & Associates Inc. 3.10% Reduce -0.1% 71,063 $14.3M
Interval Partners, LP 0.46% Add +217.6% 70,559 $14.2M
SummitTX Capital, L.P. 0.37% New 70,245 $14.1M
LB Partners LLC 9.59% No change 70,056 $14.1M
Credit Agricole S A 0.04% Add +9.0% 69,898 $14.0M
Capital Fund Management S.A. 0.10% Add +164.3% 69,089 $13.9M
OP Asset Management Ltd 0.15% Reduce -26.8% 68,968 $13.8M
RBF Capital, LLC 0.58% Reduce -5.1% 68,916 $13.8M
Yousif Capital Management, LLC 0.15% Reduce -7.9% 68,575 $13.8M
UniSuper Management Pty Ltd 0.07% Add +38.9% 68,103 $13.7M
Intech Investment Management LLC 0.12% Add +30.4% 67,405 $13.5M
Beacon Pointe Advisors, LLC 0.06% Reduce -8.2% 67,023 $13.4M
S-Bank Fund Management Ltd 1.82% Add +67.2% 66,878 $13.4M
Thompson Siegel & Walmsley LLC 0.24% Reduce -0.5% 66,695 $13.4M
Callan Family Office, LLC 0.26% Reduce -1.2% 66,417 $13.3M
Blume Capital Management, Inc. 1.95% Add +1.6% 65,631 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.0% 65,094 $13.1M
Deltec Asset Management LLC 1.91% Add +33.7% 64,555 $13.0M
Mutual of America Capital Management LLC 0.13% Reduce -3.5% 64,146 $12.9M
Cortland Associates Inc. 1.85% Reduce -3.1% 63,722 $12.8M
Venator Management LLC 2.87% Reduce -16.6% 63,365 $12.7M
Eldred Rock Partners, LLC 2.71% Add +6.5% 62,921 $12.6M
Candriam S.C.A. 0.06% Add +9.6% 62,490 $12.5M
Westwood Holdings Group Inc. 0.09% Add +4.1% 61,493 $12.3M
McMillan Office, Inc. 1.41% No change 61,194 $12.3M
First Fiduciary Investment Counsel, Inc. 2.28% Add +2.5% 60,024 $12.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -2.2% 58,573 $11.8M
Alley Investment Management Company, LLC 1.37% Reduce -3.0% 58,466 $11.7M
&partners 0.05% Add +5.8% 58,220 $11.7M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +115.2% 57,841 $11.6M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 57,741 $11.6M
ExodusPoint Capital Management, LP 0.11% Add +22.6% 57,638 $11.6M
Cullen/Frost Bankers, Inc. 0.11% Add +10.6% 57,588 $11.6M
Venture Visionary Partners LLC 0.32% Add +7.4% 57,564 $11.5M
Financial Strategies Group, Inc. 1.82% Add +3.4% 55,406 $11.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.34% Add +32.3% 56,841 $11.4M
Arvest Bank Trust Division 0.54% Add +1.9% 54,817 $11.0M
Xcel Wealth Management, LLC 2.68% Add +0.7% 54,770 $11.0M
Avanza Fonder AB 0.24% Add +17.6% 54,346 $10.9M
King Luther Capital Management Corp. 0.04% Add +61.3% 53,906 $10.8M
Cramer Rosenthal McGlynn LLC 0.54% Add +0.6% 53,453 $10.7M
Atria Investments, Inc 0.11% Add +8.3% 52,677 $10.6M
Pacer Advisors, Inc. 0.03% Add +62.1% 52,602 $10.6M
BLB&B Advisors, LLC 0.39% Add +5.5% 52,480 $10.5M
B. Metzler seel. Sohn & Co. AG 0.09% Add +7.3% 52,305 $10.5M
Lido Advisors, LLC 0.04% Add +8.8% 51,535 $10.3M
Dana Investment Advisors, Inc. 0.27% Reduce -0.5% 51,360 $10.3M
Karl Kapital LLC 6.13% Reduce -7.7% 51,276 $10.3M
Stolper Co 2.64% Add +3.9% 50,972 $10.2M
Citizens Financial Group Inc. 0.12% Add +140.2% 50,682 $10.2M
Capricorn Fund Managers Ltd 0.81% New 50,586 $10.1M
Wellington Shields Capital Management, LLC 1.27% Add +5.9% 50,000 $10.0M
Salzhauer Michael 3.69% Add +256.1% 49,996 $10.0M
Kestra Advisory Services, LLC 0.03% Add +4.7% 49,919 $10.0M
Kapitalo Investimentos Ltda 0.79% New 49,880 $10.0M
Huntington National Bank 0.06% Reduce -6.0% 49,310 $9.9M
Mizuho Securities USA LLC 0.16% Add +28.9% 48,718 $9.8M
Integrated Wealth Concepts LLC 0.06% Reduce -2.4% 48,656 $9.8M
Gulf International Bank (UK) Ltd 0.19% Reduce -1.6% 48,318 $9.7M
Abn Amro Investment Solutions 0.08% Reduce -3.2% 48,221 $9.7M
MIC Capital Management UK LLP 2.44% New 48,011 $9.6M
Great Lakes Advisors, LLC 0.07% Add +1.0% 47,951 $9.6M
Lombard Odier Asset Management (Switzerland) SA 0.31% Add +6.9% 47,949 $9.6M
Gabelli Funds LLC 0.06% Add +4.9% 47,464 $9.5M
Triveni Capital Investments LP 11.32% Reduce -20.4% 47,321 $9.5M
Penserra Capital Management LLC 0.07% Reduce -5.7% 47,301 $9.5M
Archon Partners LLC 1.01% New 47,000 $9.4M
Bailard, Inc. 0.19% Reduce -2.2% 46,993 $9.4M
Pinnacle Associates Ltd. 0.10% Add +3.8% 46,931 $9.4M
Alpha Omega Wealth Management LLC 1.40% Reduce -0.9% 46,008 $9.2M
HB Wealth Management, LLC 0.05% Add +7.8% 45,851 $9.2M
NFC Investments, LLC 2.33% Add +1.4% 45,631 $9.2M
Nomura Holdings Inc. 0.04% Add +54.6% 45,403 $9.1M
Lazard Asset Management LLC 0.01% Add +86.7% 44,580 $8.9M
Oak Thistle LLC 0.86% New 44,237 $8.9M
Hutchinson Capital Management 1.52% Reduce -37.8% 44,143 $8.9M
Whittier Trust Co. of Nevada Inc. 0.17% Reduce -2.1% 43,643 $8.9M
Concurrent Investment Advisors, LLC 0.08% Add +19.0% 44,098 $8.8M
Polar Capital Holdings Plc 0.03% Add +13.7% 44,093 $8.8M
Salem Investment Counselors Inc. 0.22% Reduce -1.8% 43,922 $8.8M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -10.8% 43,429 $8.7M
Oliver Luxxe Assets LLC 1.28% Reduce -10.9% 43,376 $8.7M
Sendero Wealth Management, LLC 0.86% Add +8.0% 43,015 $8.6M
Park Avenue Securities LLC 0.05% Reduce -16.6% 42,899 $8.6M
Norinchukin Bank, The 0.08% Add +8.8% 42,184 $8.5M
Saudi Central Bank 0.11% Add +78.5% 41,875 $8.4M
William B. Walkup & Associates, Inc. 4.03% Add +645.0% 41,721 $8.4M
Van Eck Associates Corp. 0.01% Add +10.4% 41,360 $8.3M
Midwest Trust Co 0.09% Add +87.6% 40,702 $8.2M
Baltimore-Washington Financial Advisors, Inc. 0.31% Add +2.7% 40,550 $8.1M
Sienna Gestion 0.48% Reduce -28.0% 39,731 $8.1M
Hamilton Capital Partners Inc. 0.23% Add +21.0% 40,104 $8.0M
Weitz Investment Management, Inc. 0.56% New 40,000 $8.0M
Palmer Knight Co 3.06% Add +8.5% 39,604 $7.9M
Dakota Wealth Management 0.15% Reduce -2.9% 39,553 $7.9M
B. Riley Wealth Advisors, Inc. 0.43% Add +7.1% 39,041 $7.9M
NewEdge Advisors, LLC 0.02% Add +13.1% 39,306 $7.9M
Kentucky Retirement Systems 0.19% Reduce -18.5% 38,792 $7.8M
Steamboat Capital Partners, LLC 1.65% Reduce -1.4% 38,546 $7.7M
Kwmg, LLC 0.56% Add +2.4% 38,461 $7.7M
Elevation Point Wealth Partners, LLC 0.14% Add +3.3% 38,229 $7.7M
Investment Management Corp of Ontario 0.10% Reduce -28.8% 38,128 $7.6M
Qsemble Capital Management, LP 0.98% Reduce -40.1% 37,997 $7.6M
Kanawha Capital Management LLC 0.50% Reduce -1.9% 37,906 $7.6M
Arax Advisory Partners 0.05% Add +328.8% 37,902 $7.6M
Ossiam 0.10% Add +17.5% 37,896 $7.6M
Aquatic Capital Management LLC 0.26% Reduce -81.1% 37,281 $7.5M
Hudson Edge Investment Partners Inc. 1.02% Add +17.6% 37,142 $7.5M
Global X Japan Co., Ltd. 0.27% Reduce -2.8% 36,752 $7.4M
Aptus Capital Advisors, LLC 0.05% Add +2.8% 36,298 $7.3M
Optiver Holding B.V. 0.10% Reduce -20.4% 36,150 $7.3M
Merit Financial Group, LLC 0.04% Add +32.9% 36,135 $7.2M
Nadler Financial Group, Inc. 0.61% No change 35,979 $7.2M
Concentric Capital Strategies, LP 0.44% New 35,546 $7.1M
Equitable Holdings, Inc. 0.04% Reduce -9.0% 35,498 $7.1M
GC Wealth Management RIA, LLC 0.41% Add +43.8% 35,174 $7.1M
Smith Chas P & Associates Pa Cpas 0.36% Reduce -6.9% 35,138 $7.0M
Choreo, LLC 0.08% Reduce -9.0% 35,136 $7.0M
Moran Wealth Management, LLC 0.19% Reduce -3.0% 34,876 $7.0M
Coastal Bridge Advisors, LLC 0.43% Add +3.3% 34,727 $7.0M
BTC Capital Management, Inc. 0.42% Add +17.6% 34,716 $7.0M
Martin & Co. Inc. 1.08% Reduce -0.1% 34,578 $6.9M
Bokf, NA 0.10% Reduce -0.0% 34,470 $6.9M
Brighton Jones LLC 0.13% Add +25.2% 34,438 $6.9M
Hartford Investment Management Co. 0.20% Reduce -3.1% 34,404 $6.9M
Steward Partners Investment Advisory, LLC 0.04% Add +2.0% 34,290 $6.9M
United Capital Financial Advisors, LLC 0.04% Add +4.3% 34,093 $6.8M
Walleye Trading LLC 0.10% Reduce -52.1% 34,064 $6.8M
SCS Capital Management LLC 0.06% Add +10.5% 33,883 $6.8M
Evolve Private Wealth, LLC 0.41% Reduce -8.5% 33,795 $6.8M
Stablepoint Partners, LLC 0.93% Add +1.4% 33,451 $6.7M
Maryland State Retirement & Pension System 0.11% Add +8.4% 33,432 $6.7M
Caprock Group, LLC 0.13% Reduce -5.4% 33,331 $6.7M
Asio Capital, LLC 0.85% Add +4.4% 33,155 $6.7M
Bleakley Financial Group, LLC 0.08% Add +37.1% 32,606 $6.5M
IFG Advisory, LLC 0.23% New 32,434 $6.5M
DF Dent & Co. Inc. 0.12% Reduce -0.2% 32,315 $6.5M
Brevan Howard Capital Management LP 0.10% Reduce -44.9% 32,219 $6.5M
Crossmark Global Holdings, Inc. 0.08% Reduce -6.0% 32,118 $6.4M
Louisiana State Employees Retirement System 0.09% Reduce -0.3% 31,800 $6.4M
First National Trust Co 0.22% Reduce -26.5% 31,788 $6.4M
Cercano Management LLC 0.84% Reduce -81.9% 31,409 $6.3M
New Mexico Educational Retirement Board 0.16% Add +5.8% 31,052 $6.2M
Algert Global LLC 0.07% Add +47.8% 31,046 $6.2M
Summit Financial, LLC 0.07% Reduce -49.1% 31,031 $6.2M
Continental Advisors LLC 3.64% Reduce -7.5% 30,905 $6.2M
OPTIMAS CAPITAL Ltd 9.53% New 30,900 $6.2M
Curi Capital, LLC 0.10% Add +75.1% 30,740 $6.2M
Shikiar Asset Management Inc. 1.70% Reduce -39.1% 30,458 $6.1M
Aigen Investment Management, LP 1.66% Add +23.9% 30,345 $6.1M
Manning & Napier Advisors LLC 0.08% Add +84.3% 30,042 $6.1M
Dockside LLC 1.42% — 30,193 $6.1M
Baker Ellis Asset Management LLC 0.62% Reduce -1.0% 29,956 $6.0M
Vaughan David Investments LLC 0.12% Reduce -0.3% 29,671 $6.0M
Generali Asset Management SPA SGR 0.11% Reduce -27.4% 29,433 $5.9M
Annex Advisory Services, LLC 0.10% Add +2.0% 29,246 $5.9M
Laird Norton Wetherby Trust Company, LLC 0.11% Reduce -0.5% 28,532 $5.7M
Maniro Ltd 1.27% New 28,302 $5.7M
Summit Trail Advisors, LLC 0.07% Add +9.7% 28,083 $5.6M
Campbell & CO Investment Adviser LLC 0.29% Add +31.9% 27,856 $5.6M
Van Strum & Towne Inc. 1.52% Add +0.1% 27,830 $5.6M
MAI Capital Management 0.02% Add +37.4% 27,473 $5.5M
Seascape Capital Management 1.32% Reduce -2.0% 27,388 $5.5M
TritonPoint Partners, LLC 0.46% Add +2355.9% 27,359 $5.5M
Landscape Capital Management, L.L.C. 0.36% Reduce -1.3% 27,320 $5.5M
Meridian Investment Counsel Inc. 1.17% Add +8.0% 27,209 $5.5M
Brown Brothers Harriman & Co. 0.02% Add +65.9% 27,116 $5.4M
AG2R La Mondiale Gestion D'actifs 0.20% Add +4.5% 27,061 $5.4M
Principal Securities, Inc. 0.07% Add +2.8% 26,978 $5.4M
Tritonpoint Wealth, LLC 0.53% Reduce -1.8% 26,965 $5.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.30% Reduce -30.7% 26,850 $5.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -9.4% 26,731 $5.4M
AIA Group Ltd 0.07% Add +230.2% 26,723 $5.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% No change 26,622 $5.3M
Advisory Services Network, LLC 0.06% Reduce -5.4% 26,570 $5.3M
Canada Post Corp Registered Pension Plan 0.18% Reduce -1.2% 26,386 $5.3M
Blue Sparrow, LLC 0.05% No change 26,299 $5.3M
Midwest Professional Planners, LTD. 1.03% Reduce -11.0% 26,245 $5.3M
Daiichi Life Insurance Co., Ltd. 0.12% Add +11.3% 25,885 $5.2M
Oppenheimer & Co. Inc. 0.06% Reduce -12.6% 25,853 $5.2M
Sequoia Financial Advisors, LLC 0.03% Add +12.8% 25,766 $5.2M
Guggenheim Capital LLC 0.03% Add +32.4% 25,755 $5.2M
National Philanthropic Trust 0.07% Add +0.1% 25,740 $5.2M
Knights of Columbus Asset Advisors LLC 0.26% Add +35.4% 25,434 $5.1M
CI Investments Inc. 0.02% Add +362.4% 25,391 $5.1M
Prospera Financial Services Inc 0.07% Add +19.9% 25,349 $5.1M
Pinnacle Financial Partners, Inc. 0.03% Reduce -4.9% 25,317 $5.1M
JTC Employer Solutions Trustee Ltd 0.40% No change 25,000 $5.0M
Boothbay Fund Management, LLC 0.10% Reduce -43.7% 24,925 $5.0M
Covenant Asset Management, LLC 0.88% Reduce -1.7% 24,788 $5.0M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +3.1% 24,649 $4.9M
Quadrant Capital Group LLC 0.14% Reduce -10.5% 24,626 $4.9M
Alerus Financial NA 0.22% Reduce -11.9% 24,581 $4.9M
Clarkston Capital Partners, LLC 0.42% Reduce -36.0% 24,559 $4.9M
Maltese Capital Management LLC 0.91% Add +7.5% 24,500 $4.9M
Galaxy Digital Capital Management GP LLC 2.93% New 24,400 $4.9M
MUFG Securities EMEA plc 0.05% Reduce -5.0% 24,358 $4.9M
Benjamin Edwards Inc. 0.04% Add +0.3% 24,254 $4.9M
Havemeyer Place LP 0.48% Reduce -33.1% 24,158 $4.8M
Eagle Rock Investment Company, LLC 0.59% Add +16.7% 23,858 $4.8M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -2.6% 23,675 $4.7M
Meeder Advisory Services, Inc. 0.17% Add +2.8% 23,435 $4.7M
Temasek Holdings (Private) Ltd 0.01% New 23,263 $4.7M
Lynch & Associates 0.81% Reduce -0.8% 23,122 $4.6M
Peloton Wealth Strategists 1.77% Add +23.2% 23,100 $4.6M
Culbertson A N & Co. Inc. 0.54% Add +13.1% 23,078 $4.6M
Quantbot Technologies LP 0.18% Add +12.3% 22,940 $4.6M
Arq Wealth Advisors, LLC 0.57% Reduce -13.3% 22,839 $4.6M
Empirical Finance, LLC 0.19% Add +3.2% 22,865 $4.6M
Tenere Capital LLC 3.63% New 22,805 $4.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +2.5% 22,792 $4.6M
Cypress Financial Planning LLC 1.12% No change 22,701 $4.6M
Horizon Investments, LLC 0.05% Reduce -21.3% 22,399 $4.5M
Savant Capital, LLC 0.01% Reduce -9.7% 21,972 $4.4M
Linscomb Wealth, Inc. 0.19% Reduce -0.9% 22,069 $4.4M
Allworth Financial LP 0.02% Add +5.2% 21,940 $4.4M
TCTC Holdings, LLC 0.12% Add +1.8% 21,829 $4.4M
Chicago Partners Investment Group LLC 0.09% Add +49.5% 21,806 $4.4M
Vise Technologies, Inc. 0.05% Add +27.8% 21,722 $4.4M
Glenview Trust Co 0.06% Add +1.8% 21,509 $4.3M
Private Advisor Group, LLC 0.02% Reduce -14.8% 21,490 $4.3M
Kingsview Wealth Management, LLC 0.05% Reduce -60.5% 21,478 $4.3M
Cresset Asset Management, LLC 0.02% Add +8.0% 21,424 $4.3M
GAMMA Investing LLC 0.16% Add +18.9% 21,295 $4.3M
Cannell & Spears LLC 0.08% Add +0.0% 21,207 $4.3M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -0.2% 21,189 $4.3M
English Capital Management LLC 2.03% No change 21,176 $4.2M
Ritholtz Wealth Management 0.06% Add +3.0% 21,083 $4.2M
Baldwin Investment Management, LLC 0.41% Add +31.9% 20,953 $4.2M
Saba Capital Management, L.P. 0.13% Reduce -18.0% 20,939 $4.2M
Osmosis Investment Management UK Ltd 0.19% Reduce -51.8% 20,516 $4.1M
Rothschild Investment LLC 0.15% Add +166.5% 20,342 $4.1M
LS Investment Advisors, LLC 0.55% Reduce -1.5% 20,303 $4.1M
Clear Harbor Asset Management, LLC 0.25% Add +8.4% 20,112 $4.0M
Farther Finance Advisors, LLC 0.03% Add +15.5% 20,084 $4.0M
Metis Global Partners, LLC 0.09% Reduce -17.7% 19,975 $4.0M
Sciencast Management LP 0.83% Reduce -43.1% 19,963 $4.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.2% 19,952 $4.0M
GAM Holding AG 0.31% Add +1085.8% 19,886 $4.0M
TD Private Client Wealth LLC 0.07% Add +2.9% 19,836 $4.0M
Highland Capital Management, LLC 0.18% Reduce -0.4% 19,830 $4.0M
Fifth Third Wealth Advisors LLC 0.11% Reduce -6.8% 19,750 $4.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -7.1% 19,460 $3.9M
Rehmann Capital Advisory Group 0.18% Reduce -1.7% 19,422 $3.9M
Trust Co. of Vermont 0.14% — 19,357 $3.9M
Signaturefd, LLC 0.05% Add +1.7% 19,295 $3.9M
Centiva Capital, LP 0.13% Reduce -54.2% 19,291 $3.9M
Transcend Capital Advisors, LLC 0.26% Add +1.0% 19,155 $3.8M
Point Break Capital Management, LLC 4.17% Reduce -69.0% 19,061 $3.8M
Old Second National Bank of Aurora 0.72% Add +4.5% 18,973 $3.8M
Gsa Capital Partners LLP 0.24% Reduce -7.7% 18,908 $3.8M
Tocqueville Asset Management L.P. 0.05% Add +0.1% 18,874 $3.8M
Wealthspire Advisors, LLC 0.02% Add +46.1% 18,871 $3.8M
Vista Investment Management 1.14% Add +0.6% 18,814 $3.8M
Mufg Securities Americas Inc. 0.19% Add +8.4% 18,743 $3.8M
Robertson Stephens Wealth Management, LLC 0.09% Add +0.2% 18,740 $3.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.3% 18,654 $3.7M
Ascent Group, LLC 0.11% Reduce -27.1% 18,630 $3.7M
Florida Trust Wealth Management Co 0.09% Reduce -4.1% 18,341 $3.7M
JCSD Capital, LLC 5.47% Reduce -9.0% 18,300 $3.7M
North Dakota State Investment Board 0.15% Add +0.3% 18,272 $3.7M
Black Maple Capital Management LP 2.44% Add +40.3% 18,100 $3.6M
Polymer Capital Management (US) LLC 0.54% Add +14.5% 18,048 $3.6M
Machina Capital S.A.S. 0.57% Reduce -21.9% 18,026 $3.6M
Global Retirement Partners, LLC 0.06% — 18,018 $3.6M
Williams Jones Wealth Management, LLC. 0.04% Reduce -1.4% 17,920 $3.6M
Wealth Advisory Solutions, LLC 0.73% Reduce -4.2% 17,844 $3.6M
Tufton Capital Management 0.60% Reduce -1.1% 17,777 $3.6M
Arkadios Wealth Advisors 0.05% Add +8.3% 17,772 $3.6M
Jefferies Financial Group Inc. 0.03% Add +145.8% 17,656 $3.5M
Aster Capital Management (DIFC) Ltd 0.75% New 17,551 $3.5M
Parallel Advisors, LLC 0.05% Reduce -2.3% 17,341 $3.5M
HRT Financial LP 0.01% Reduce -81.7% 17,285 $3.5M
Heritage Trust Co 0.30% Reduce -11.1% 17,242 $3.5M
Third View Private Wealth, LLC 0.43% Reduce -5.6% 17,225 $3.5M
River Wealth Advisors LLC 0.36% Reduce -2.3% 17,183 $3.4M
Securian Asset Management, Inc. 0.12% Reduce -2.5% 16,536 $3.4M
TD Waterhouse Canada Inc. 0.01% Reduce -36.3% 16,691 $3.4M
Thompson Investment Management, Inc. 0.39% Reduce -0.3% 16,973 $3.4M
Bell & Brown Wealth Advisors, LLC 1.03% Reduce -0.5% 16,908 $3.4M
Fideuram Asset Management (Ireland) dac 0.06% Add +3397.8% 17,104 $3.4M
Lombard Odier Asset Management (Europe) Ltd 0.25% New 16,718 $3.4M
Numerai GP LLC 0.27% Add +179.4% 16,687 $3.3M
Apollon Wealth Management, LLC 0.04% Add +8.7% 16,651 $3.3M
Nilsine Partners, LLC 0.23% Add +87.6% 16,642 $3.3M
Independent Financial Group, LLC 0.06% Add +10.4% 16,582 $3.3M
Los Angeles Capital Management LLC 0.01% Reduce -97.0% 16,553 $3.3M
LBMC Investment Advisors, LLC 0.18% No change 16,357 $3.3M
Clearstead Advisors, LLC 0.03% Reduce -4.5% 16,176 $3.2M
Gotham Asset Management 0.01% Reduce -2.0% 16,135 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -2.7% 16,098 $3.2M
Cohen Klingenstein LLC 0.09% No change 16,064 $3.2M
Stephens Inc. 0.04% Add +0.4% 16,023 $3.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +13.4% 16,021 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -82.9% 15,925 $3.2M
Praxis Investment Management Inc. 0.17% No change 15,730 $3.2M
Old National Bancorp 0.06% Reduce -13.8% 15,662 $3.1M
World Investment Advisors 0.05% Reduce -12.4% 17,012 $3.1M
Greenleaf Trust 0.03% Reduce -0.7% 15,546 $3.1M
AdvisorNet Financial, Inc 0.14% Add +0.1% 15,537 $3.1M
Waverly Advisors, LLC 0.02% Add +35.1% 15,493 $3.1M
DRW Securities, LLC 0.18% Add +214.1% 15,449 $3.1M
Lighthouse Investment Partners, LLC 0.10% Reduce -23.3% 15,383 $3.1M
Coldstream Capital Management Inc. 0.04% Reduce -6.1% 15,383 $3.1M
Thomasville National Bank 0.17% — 15,362 $3.1M
Prudential PLC 0.02% Reduce -3.9% 15,193 $3.0M
Krilogy Financial LLC 0.09% Add +20.2% 15,165 $3.0M
Sigma Planning Corp 0.08% Add +2.3% 15,129 $3.0M
Carnegie Investment Counsel 0.06% Reduce -1.6% 14,859 $3.0M
Natixis 0.01% New 14,708 $3.0M
EJF Capital LP 1.97% Reduce -9.7% 14,690 $2.9M
Appleton Partners Inc. 0.18% Reduce -0.1% 14,678 $2.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -14.4% 14,549 $2.9M
J.W. Cole Advisors, Inc. 0.05% Add +5.1% 14,544 $2.9M
Intrust Bank NA 0.22% Reduce -3.6% 14,529 $2.9M
Harbour Investments, Inc. 0.04% Add +4.9% 14,344 $2.9M
Pallas Capital Advisors LLC 0.09% Add +5.4% 14,319 $2.9M
IMC-Chicago, LLC 0.03% Reduce -24.7% 14,254 $2.9M
Rydar Equities, Inc. 1.59% Add +31.7% 13,586 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 14,050 $2.8M
Smartleaf Asset Management LLC 0.09% No change 13,885 $2.8M
Ally Financial Inc. 0.36% Add +75.0% 14,000 $2.8M
Kennondale Capital Management LLC 1.87% No change 13,988 $2.8M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.8% 13,953 $2.8M
Partners Capital Investment Group, LLP 0.10% Reduce -14.5% 13,933 $2.8M
LSV Asset Management 0.01% No change 13,818 $2.8M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -10.6% 13,772 $2.8M
Vestcor Inc 0.07% Reduce -4.0% 13,769 $2.8M
Griffin Asset Management, Inc. 0.29% Reduce -3.5% 13,512 $2.7M
CGN Advisors LLC 0.20% Reduce -4.2% 13,503 $2.7M
Verde Servicos Internacionais S.A. 0.99% No change 13,500 $2.7M
Perigon Wealth Management, LLC 0.04% Add +5.5% 13,494 $2.7M
Shelton Capital Management 0.05% Reduce -0.9% 13,448 $2.7M
Eagle Bluffs Wealth Management LLC 0.90% Add +0.9% 13,438 $2.7M
Hudson Canyon Capital Management 1.44% Reduce -3.3% 13,417 $2.7M
Independent Advisor Alliance 0.06% Reduce -9.7% 13,284 $2.7M
Sowell Financial Services LLC 0.09% Add +4.4% 13,127 $2.6M
Round Rock Advisors LLC 0.34% Add +0.1% 13,117 $2.6M
Raiffeisen Bank International AG 0.03% Reduce -17.1% 13,002 $2.6M
Meitav Investment House Ltd. 0.02% Add +10.4% 13,091 $2.6M
UMB Bank, n.a. 0.03% Reduce -2.3% 12,990 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.72% No change 12,960 $2.6M
Mraz, Amerine & Associates, Inc. 0.37% New 12,909 $2.6M
HighPoint Advisor Group LLC 0.09% Add +8.8% 12,833 $2.6M
Dynasty Wealth Management, LLC 0.02% Add +2.4% 12,674 $2.5M
Cantor Fitzgerald Investment Advisors L.P. 0.17% Add +2.0% 12,445 $2.5M
Elyxium Wealth, LLC 0.26% New 12,375 $2.5M
IMA Advisory Services, Inc. 0.16% Reduce -7.4% 12,366 $2.5M
SageGuard Financial Group, LLC 0.35% Add +39.4% 12,364 $2.5M
Aviance Capital Partners, LLC 0.26% Reduce -2.2% 12,357 $2.5M
V-Square Quantitative Management LLC 0.24% Reduce -1.7% 12,348 $2.5M
Capital Group Private Client Services, Inc. 0.03% Reduce -2.1% 12,325 $2.5M
Emissary Wealth LLC 1.88% Add +35.8% 12,302 $2.5M
VestGen Advisors, LLC 0.07% Reduce -18.1% 12,298 $2.5M
Compound Planning, Inc. 0.06% Add +2.5% 12,296 $2.5M
Nicolet Bankshares Inc. 0.08% Add +66.4% 12,133 $2.5M
Duncker Streett & Co. Inc. 0.42% Reduce -1.8% 12,262 $2.5M
Twin Capital Management Inc. 0.27% Reduce -1.1% 12,230 $2.5M
Capstone Investment Advisors, LLC 0.02% Reduce -76.5% 12,196 $2.4M
Trustmark Bank Trust Department 0.15% Reduce -9.7% 12,192 $2.4M
Peddock Capital Advisors, LLC 0.49% Add +0.0% 12,143 $2.4M
EP Wealth Advisors, LLC 0.01% Reduce -1.8% 12,130 $2.4M
Quinn Opportunity Partners LLC 0.11% New 12,000 $2.4M
Regatta Capital Group, LLC 0.32% Add +5.7% 11,900 $2.4M
Vectors Research Management, LLC 0.62% Reduce -1.2% 11,844 $2.4M
Z3 Capital Partners, LLC 0.50% Add +0.0% 11,803 $2.4M
Great Lakes Retirement, Inc. 0.21% Add +13.2% 11,803 $2.4M
Tandem Capital Management Corp. 0.98% Reduce -1.0% 11,646 $2.3M
Fiduciary Alliance LLC 0.16% Reduce -1.8% 11,637 $2.3M
Meiji Yasuda Life Insurance Co 0.08% Reduce -13.3% 11,626 $2.3M
Legacy Financial Independent Advisors LLC 1.09% Reduce -47.4% 11,529 $2.3M
Tema ETFs LLC 0.07% Add +9.8% 11,393 $2.3M
Tower Research Capital LLC (TRC) 0.06% Reduce -70.0% 11,325 $2.3M
Wedmont Private Capital 0.06% Reduce -0.3% 11,261 $2.3M
HUB Investment Partners, LLC 0.04% Add +37.7% 11,240 $2.3M
Vision Capital Management, Inc. 0.26% Reduce -4.7% 11,204 $2.2M
HM Payson & Co. 0.03% Add +2.3% 11,136 $2.2M
Daymark Wealth Partners, LLC 0.05% Add +55.5% 11,114 $2.2M
Bridges Investment Management Inc. 0.03% Add +3.6% 10,941 $2.2M
Advisors Capital Management, LLC 0.02% Reduce -5.6% 10,877 $2.2M
Cassaday & Co Wealth Management LLC 0.04% Add +0.3% 10,570 $2.1M
Jacobi Capital Management LLC 0.10% Add +4.4% 10,529 $2.1M
Dumont & Blake Investment Advisors LLC 0.47% Reduce -5.0% 10,510 $2.1M
Courier Capital LLC 0.11% Add +0.6% 10,499 $2.1M
Syon Capital LLC 0.09% Reduce -8.2% 10,478 $2.1M
Sivia Capital Partners, LLC 0.26% Reduce -35.4% 10,470 $2.1M
Diversify Advisory Services, LLC 0.04% Add +463.4% 10,130 $2.1M
Diversify Wealth Management, LLC 0.04% Add +18.0% 10,130 $2.1M
TCW Group Inc. 0.01% Add +1.8% 10,450 $2.1M
Somerset Trust Co 0.59% Add +0.8% 10,424 $2.1M
17 Capital Partners, LLC 0.95% No change 10,413 $2.1M
Longfellow Investment Management Co. LLC 0.43% No change 10,406 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +6.8% 10,397 $2.1M
River Street Advisors LLC 0.61% Add +9.4% 10,348 $2.1M
3Chopt Investment Partners, LLC 0.39% New 10,346 $2.1M
Exchange Traded Concepts, LLC 0.01% Add +16.6% 10,301 $2.1M
Trust Investment Advisors 0.98% Reduce -0.1% 10,257 $2.1M
Dynamic Advisor Solutions LLC 0.06% Reduce -2.4% 10,234 $2.1M
Camelot Portfolios, LLC 1.46% Add +10.5% 10,231 $2.1M
IFG Advisors, LLC 0.28% No change 10,221 $2.1M
Burke & Herbert Bank & Trust Co. 0.51% No change 10,217 $2.0M
Fox Run Management, L.L.C. 0.34% Add +796.0% 10,215 $2.0M
Webster Bank, N. A. 0.18% Reduce -54.7% 10,133 $2.0M
Beacon Investment Advisors LLC 0.64% Add +0.1% 10,087 $2.0M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -43.9% 10,073 $2.0M
YHB Investment Advisors, Inc. 0.13% Reduce -39.0% 10,044 $2.0M
American Assets Inc. 0.60% Reduce -66.7% 10,000 $2.0M
Brooks, Moore & Associates, Inc. 0.90% Add +11.1% 9,988 $2.0M
Wedbush Securities Inc. 0.05% Reduce -4.9% 9,965 $2.0M
City Holding Co. 0.22% Reduce -2.3% 9,910 $2.0M
Paradigm Asset Management Co. LLC 0.42% Add +659.5% 9,904 $2.0M
AlphaCore Capital LLC 0.04% Add +51.6% 9,899 $2.0M
Ionic Capital Management LLC 2.11% New 9,800 $2.0M
Professional Financial Advisors, LLC 0.34% Add +645.8% 9,710 $1.9M
Ballentine Partners, LLC 0.02% Reduce -2.8% 9,675 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -1.6% 9,647 $1.9M
Turtle Creek Wealth Advisors, LLC 0.10% Add +176.4% 9,568 $1.9M
Burns J W & Co. Inc. 0.20% Reduce -0.8% 9,526 $1.9M
MCF Advisors LLC 0.07% Add +5.6% 9,488 $1.9M
Avidian Wealth Enterprises, LLC 0.05% Add +5.4% 9,487 $1.9M
Avestar Capital, LLC 0.11% Add +2.1% 9,455 $1.9M
Composition Wealth, LLC 0.02% Reduce -2.2% 9,433 $1.9M
AE Wealth Management LLC 0.01% Add +9.9% 9,380 $1.9M
IFP Advisors, Inc 0.03% Reduce -36.5% 9,342 $1.9M
First Citizens Bank & Trust Co. 0.03% Reduce -0.1% 9,327 $1.9M
Legacy Financial Advisors, Inc. 0.23% Add +17.8% 9,323 $1.9M
Mission Wealth Management, LP 0.02% Add +109.9% 9,319 $1.9M
Lewis Asset Management, LLC 0.65% New 9,314 $1.9M
Wealth Advisors of Tampa Bay, LLC 0.57% Add +1.5% 9,313 $1.9M
Manuka Financial, LLC 0.97% No change 9,294 $1.9M
Siemens Fonds Invest GmbH 0.09% Reduce -2.0% 9,286 $1.9M
Virtus Investment Advisers, LLC 0.43% Add +6.2% 9,283 $1.9M
Kingswood Wealth Advisors, LLC 0.07% Add +16.7% 9,277 $1.9M
Phoenix Financial Ltd. 0.01% Reduce -97.8% 9,258 $1.9M
Aaron Wealth Advisors LLC 0.09% Add +2.9% 9,241 $1.9M
Montag A & Associates Inc. 0.08% Reduce -22.8% 9,181 $1.8M
Argent Trust Co 0.05% Reduce -1.3% 9,180 $1.8M
EntryPoint Capital, LLC 0.44% Add +520.2% 9,136 $1.8M
Capital International Sarl 0.03% Reduce -56.9% 9,098 $1.8M
Mgo One Seven LLC 0.03% Reduce -27.6% 8,954 $1.8M
Fulton Bank, N.A. 0.05% Add +28.4% 8,908 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +5.3% 8,890 $1.8M
First Horizon Corp. 0.07% Reduce -3.4% 8,813 $1.8M
Stenger Family Office, LLC 0.28% Add +10.8% 8,713 $1.7M
Fidelis Capital Partners, LLC 0.10% Reduce -21.6% 8,702 $1.7M
Carmel Capital Partners, LLC 0.58% Reduce -28.2% 8,687 $1.7M
Plato Investment Management Ltd 0.10% No change 8,644 $1.7M
Diversified Trust Co. 0.03% Add +1.7% 8,581 $1.7M
CSS LLC 0.23% Add +24.4% 8,566 $1.7M
Compass Capital Corp. /Ma/ 0.56% Reduce -19.3% 7,875 $1.7M
Ancora Advisors LLC 0.03% Reduce -6.5% 8,525 $1.7M
Allen Investment Management, LLC 0.02% New 8,490 $1.7M
Bull Harbor Capital LLC 0.33% Add +58.4% 8,480 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +0.3% 8,462 $1.7M
XTX Topco Ltd 0.02% Reduce -90.2% 8,461 $1.7M
Independence Bank of Kentucky 0.19% Add +6.0% 8,325 $1.7M
Snowden Capital Advisors LLC 0.04% Add +1.3% 8,318 $1.7M
Greenspring Advisors, LLC 0.09% Add +37.4% 8,303 $1.7M
Whelan Financial 0.45% Add +9.3% 8,288 $1.7M
Allstate Corp. 0.02% Reduce -26.5% 8,262 $1.7M
Bluespring Wealth Management, LLC 0.03% New 8,244 $1.7M
Family Legacy, Inc. 0.44% Add +1.4% 8,219 $1.6M
Cambria Investment Management, L.P. 0.08% Add +22.3% 8,164 $1.6M
Leonteq Securities AG 0.10% Reduce -46.8% 8,146 $1.6M
Kintegral Advisory, LLC 0.13% No change 8,144 $1.6M
Haverford Trust Co 0.01% Reduce -6.6% 8,123 $1.6M
Main Street Group, LTD 0.41% Reduce -0.2% 8,119 $1.6M
Crawford Investment Counsel Inc. 0.03% Add +3.1% 8,080 $1.6M
Portfolio Design Labs, LLC 0.27% Add +6.0% 8,061 $1.6M
FIL Ltd 0.00% Add +30.9% 8,060 $1.6M
Premier Path Wealth Partners, LLC 0.19% Add +1.9% 8,050 $1.6M
Canal Capital Management, LLC 0.20% Add +0.1% 8,022 $1.6M
Kornitzer Capital Management Inc. 0.03% New 8,005 $1.6M
RFG Advisory, LLC 0.03% Add +15.0% 7,978 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +0.4% 7,925 $1.6M
Founders Financial Securities LLC 0.08% Reduce -0.1% 7,887 $1.6M
SageView Advisory Group, LLC 0.05% Reduce -9.5% 7,814 $1.6M
CSM Advisors, LLC 0.03% Reduce -9.4% 7,784 $1.6M
Cidel Asset Management Inc. 0.08% Reduce -2.6% 7,783 $1.6M
Savvy Advisors, Inc. 0.03% Add +51.9% 7,778 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.23% Add +1.0% 7,734 $1.6M
SouthState Bank Corp 0.06% Add +37.0% 7,722 $1.5M
Regions Financial Corp. 0.01% Reduce -25.3% 7,704 $1.5M
Frank, Rimerman Advisors LLC 0.09% Add +1.4% 7,693 $1.5M
Rowlandmiller & Partners.adv 0.28% No change 7,669 $1.5M
Soltis Investment Advisors LLC 0.09% Add +8.9% 7,632 $1.5M
CENTRAL TRUST Co 0.03% Reduce -19.9% 7,601 $1.5M
MYDA Advisors LLC 0.37% New 7,589 $1.5M
Kingstone Capital Partners Texas, LLC 0.81% Reduce -5.6% 7,575 $1.5M
Meridian Financial Partners LLC 0.52% Add +0.1% 7,241 $1.5M
Northwest & Ethical Investments L.P. 0.04% Reduce -55.0% 7,505 $1.5M
Ethos Financial Group, LLC 0.10% Add +281.3% 7,202 $1.5M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -2.8% 7,491 $1.5M
First National Bank of Omaha 0.04% Reduce -3.9% 7,421 $1.5M
Western Wealth Management, LLC 0.05% Add +1.6% 7,463 $1.5M
South Shore Capital Advisors 1.00% Add +7.4% 7,454 $1.5M
Silvant Capital Management LLC 0.04% No change 7,445 $1.5M
71 West Capital Partners 0.05% Add +75.3% 7,436 $1.5M
Parkside Financial Bank & Trust 0.10% Reduce -0.7% 7,374 $1.5M
Advisors Asset Management, Inc. 0.02% Add +19.3% 7,360 $1.5M
Moors & Cabot, Inc. 0.06% Reduce -4.7% 7,353 $1.5M
Stock Yards Bank & Trust Co. 0.04% Reduce -3.2% 7,343 $1.5M
Brookstone Capital Management 0.01% Add +25.5% 7,342 $1.5M
Level Four Advisory Services, LLC 0.04% Add +31.2% 7,324 $1.5M
NewEdge Wealth, LLC 0.01% Add +21.1% 7,268 $1.5M
Adirondack Capital Advisors, LLC 0.78% Reduce -3.4% 7,265 $1.5M
Sagewood Asset Management LP 0.33% Add +6.7% 7,225 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +7.9% 7,222 $1.4M
Sovran Advisors, LLC 0.11% Add +2.7% 6,796 $1.4M
Fi3 FINANCIAL ADVISORS, LLC 0.34% Add +3071.0% 52,322 $1.4M
Parallax Volatility Advisers, L.P. 0.06% Add +101728.6% 7,128 $1.4M
Waddell & Associates, LLC 0.07% Add +97.6% 7,096 $1.4M
Banque Cantonale Vaudoise 0.06% Reduce -69.4% 7,022 $1.4M
Leisure Capital Management 0.44% Add +5.4% 7,017 $1.4M
Groupama Asset Managment 0.02% Add +13.5% 6,970 $1.4M
Portside Wealth Group, LLC 0.16% Add +5.0% 7,011 $1.4M
Tiemann Investment Advisors, LLC 0.51% Reduce -1.5% 7,008 $1.4M
Trust Asset Management LLC 0.09% Reduce -1.4% 7,001 $1.4M
Hennessy Advisors Inc. 0.04% No change 7,000 $1.4M
Integral Investment Advisors, Inc. 0.31% Add +4.3% 6,974 $1.4M
Advisors Preferred, LLC 0.22% No change 6,800 $1.4M
Nordwand Advisors, LLC 0.21% No change 6,927 $1.4M
Inceptionr LLC 0.34% Reduce -19.6% 6,904 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Reduce -9.8% 6,875 $1.4M
Permanent Capital Management, LP 0.18% No change 6,859 $1.4M
EverSource Wealth Advisors, LLC 0.05% Reduce -4.0% 6,793 $1.4M
Axxcess Wealth Management, LLC 0.02% New 6,766 $1.4M
Simon Quick Advisors, LLC 0.05% Reduce -21.4% 6,750 $1.4M
PFG Investments, LLC 0.05% Reduce -3.0% 6,742 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -11.4% 6,734 $1.4M
Great Valley Advisor Group, Inc. 0.02% Add +2.1% 6,713 $1.3M
Permanens Capital L.P. 0.14% Add +2.5% 6,708 $1.3M
Capital Investment Advisors, LLC 0.02% Add +2.1% 6,705 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +51.0% 6,684 $1.3M
Graham Capital Management, L.P. 0.05% Reduce -78.4% 6,679 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -30.8% 6,671 $1.3M
Fort Point Capital Partners LLC 0.14% Reduce -0.3% 6,615 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.35% Add +2.0% 6,590 $1.3M
Wbi Investments, LLC 0.33% New 6,584 $1.3M
Sargent Investment Group, LLC 0.16% Add +0.8% 6,549 $1.3M
Westbourne Investment Advisors, Inc. 0.36% Reduce -0.3% 6,508 $1.3M
Greenland Capital Management LP 0.28% Add +3.2% 6,500 $1.3M
Americana Partners, LLC 0.03% Reduce -7.1% 6,491 $1.3M
American Money Management, LLC 0.19% Reduce -0.5% 6,463 $1.3M
Hexagon Capital Partners LLC 0.18% Reduce -1.4% 6,458 $1.3M
Cary Street Partners Financial LLC 0.03% Add +0.4% 6,458 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Reduce -10.9% 6,456 $1.3M
Platform Technology Partners 0.21% Reduce -4.6% 6,442 $1.3M
Colonial River Investments, LLC 0.37% Reduce -6.7% 6,408 $1.3M
Personal Cfo Solutions, LLC 0.19% Reduce -1.2% 6,407 $1.3M
Meeder Asset Management Inc. 0.07% Reduce -37.0% 6,397 $1.3M
Forum Financial Management, LP 0.02% Reduce -1.8% 6,395 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +666.5% 6,377 $1.3M
Navalign, LLC 0.30% Reduce -2.7% 6,355 $1.3M
Two Sigma Securities, LLC 0.11% Add +351.1% 6,347 $1.3M
Guardian Partners Inc. 0.11% Add +241.7% 6,325 $1.3M
Uncommon Cents Investing LLC 0.27% Add +5.3% 6,300 $1.3M
Circle Wealth Management, LLC 0.02% Reduce -1.7% 6,297 $1.3M
NorthRock Partners, LLC 0.02% Reduce -0.9% 6,279 $1.3M
Mediolanum International Funds Ltd 0.01% Reduce -6.8% 6,213 $1.3M
Hazlett, Burt & Watson, Inc. 0.33% Reduce -1.0% 6,265 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -2.4% 6,243 $1.3M
Equitable Trust Co. 0.05% Reduce -2.8% 6,193 $1.2M
Oxford Asset Management LLP 0.61% Reduce -41.3% 6,184 $1.2M
Diligent Investors, LLC 0.27% Reduce -11.7% 6,150 $1.2M
Johnson Financial Group, Inc. 0.04% Reduce -73.0% 6,146 $1.2M
Mount Lucas Management LP 0.44% Reduce -30.3% 6,135 $1.2M
Sky Investment Group LLC 0.20% Add +13.6% 6,096 $1.2M
Spectrum Strategic Capital Management, LLC 0.61% Add +26.6% 6,094 $1.2M
Kathmere Capital Management, LLC 0.07% Add +12.5% 6,093 $1.2M
Choate Investment Advisors 0.02% Reduce -9.0% 6,090 $1.2M
Nvwm, LLC 0.25% Add +210.8% 6,086 $1.2M
Calamos Wealth Management LLC 0.04% Add +25.8% 6,064 $1.2M
Jain Global LLC 0.02% Reduce -79.7% 6,050 $1.2M
Wealth Enhancement Trust Services, Inc. 0.13% Reduce -6.4% 6,020 $1.2M
Trivium Point Advisory, LLC 0.11% Reduce -58.0% 5,965 $1.2M
Gratus Wealth Advisors, LLC 0.15% No change 5,955 $1.2M
Redwood Investment Management, LLC 0.12% Add +1.1% 5,954 $1.2M
Baron Capital (BAMCO) 0.00% Reduce -1.4% 5,919 $1.2M
Spire Wealth Management 0.04% Reduce -16.1% 5,905 $1.2M
Lecap Asset Management Ltd. 0.51% Reduce -18.6% 5,872 $1.2M
Cigna Investments Inc. 0.15% No change 5,869 $1.2M
IHT Wealth Management, LLC 0.03% Add +13.6% 5,868 $1.2M
Riverwater Partners LLC 0.35% Add +45.5% 5,866 $1.2M
Baker Tilly Wealth Management, LLC 0.25% Add +3.3% 5,853 $1.2M
Sumitomo Life Insurance Co. 0.02% Reduce -51.2% 5,828 $1.2M
Asset Dedication, LLC 0.07% No change 5,811 $1.2M
Segment Wealth Management, LLC 0.06% Reduce -0.9% 5,791 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.10% Reduce -21.4% 5,781 $1.2M
Athena Wealth Management, LLC 0.86% Add +5.8% 5,771 $1.2M
Aspiriant, LLC 0.03% Add +22.1% 5,766 $1.2M
Continuum Advisory, LLC 0.09% Add +2.5% 5,761 $1.2M
Arvest Investments, Inc. 0.14% Reduce -0.4% 5,758 $1.2M
Intesa Sanpaolo Wealth Management 0.23% No change 5,750 $1.2M
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -20.7% 5,739 $1.2M
Kovack Advisors, Inc. 0.06% Reduce -16.9% 5,641 $1.1M
WealthTrust Asset Management, LLC 0.61% Reduce -3.0% 5,656 $1.1M
Northern Financial Advisors Inc 0.75% No change 5,621 $1.1M
Perpetual Ltd 0.02% Add +0.2% 5,600 $1.1M
Whitener Capital Management, Inc. 0.24% Reduce -4.8% 5,595 $1.1M
GenTrust, LLC 0.04% Reduce -16.3% 5,578 $1.1M
Blue Trust, Inc. 0.01% Reduce -9.1% 5,577 $1.1M
NorthCoast Asset Management LLC 0.02% Reduce -5.1% 5,568 $1.1M
PARUS FINANCE (UK) Ltd 0.29% Reduce -3.8% 5,565 $1.1M
Northcape Wealth Management, LLC 0.29% No change 5,561 $1.1M
Bank of Hawaii 0.05% Reduce -3.7% 5,516 $1.1M
Headlands Technologies LLC 0.12% Reduce -31.1% 5,504 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +8.1% 5,503 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -8.5% 5,489 $1.1M
Verdence Capital Advisors LLC 0.06% Reduce -11.2% 5,480 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -2.2% 5,468 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -4.7% 5,438 $1.1M
Empower Advisory Group, LLC 0.00% Add +1.1% 5,435 $1.1M
Seneca House Advisors 0.38% Reduce -2.4% 5,411 $1.1M
Everhart Financial Group, Inc. 0.07% Reduce -10.2% 5,402 $1.1M
Lee Danner & Bass Inc. 0.06% Add +290.9% 5,344 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.36% Add +1.8% 5,340 $1.1M
Storgate, LLC 0.22% New 5,332 $1.1M
Paragon Private Wealth Management, LLC 0.28% Add +1.5% 5,288 $1.1M
Aspen Wealth Strategies, LLC 0.51% Add +6.0% 5,273 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +4.0% 5,243 $1.1M
Alps Advisors Inc. 0.00% New 5,236 $1.1M
Simplicity Wealth,LLC 0.04% Add +22.0% 5,230 $1.0M
Profund Advisors LLC 0.03% Reduce -3.2% 5,215 $1.0M
Advyzon Investment Management, LLC 0.08% Add +13.9% 5,201 $1.0M
Baader Bank Aktiengesellschaft 0.09% Add +316.8% 5,198 $1.0M
Romano Brothers and Company 0.10% Reduce -1.7% 5,193 $1.0M
Orion Capital Management LLC 0.32% Add +9.5% 5,185 $1.0M
Proficio Capital Partners LLC 0.04% Add +224.8% 5,171 $1.0M
Jeppson Wealth Management, LLC 0.30% Reduce -1.7% 5,144 $1.0M
Icon Wealth Advisors, LLC 0.06% Add +4.4% 5,143 $1.0M
Bank & Trust Co 0.65% Reduce -1.1% 5,112 $1.0M
Barden Capital Management, Inc. 0.94% Reduce -26.4% 5,097 $1.0M
Mather Group, Llc. 0.01% Add +7.4% 5,074 $1.0M
Quent Capital, LLC 0.06% Add +11.6% 5,044 $1.0M
Aprio Wealth Management, LLC 0.05% Add +2.2% 5,029 $1.0M
Banco Santander, S.A. 0.01% Add +55.1% 5,027 $1.0M
Monetary Management Group Inc. 0.21% No change 4,999 $1.0M
Frec Markets, Inc. 0.09% Reduce -3.0% 4,998 $1.0M
CreativeOne Wealth, LLC 0.02% Reduce -12.3% 4,989 $1.0M
Corsair Capital Management, L.P. 0.13% No change 4,981 $999K
Gladstone Institutional Advisory LLC 0.03% Add +20.2% 4,973 $998K
Bank Ozk 0.29% Reduce -1.4% 4,945 $992K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -0.9% 4,927 $988K
Tannin Capital LLC 0.65% Reduce -0.9% 4,918 $987K
Modera Wealth Management, LLC 0.01% Add +0.1% 4,897 $983K
Investment Management Corp. /Va/ 0.82% Add +0.9% 4,880 $979K
RMR Wealth Builders 0.06% Reduce -3.3% 4,865 $976K
Beese Fulmer Investment Management, Inc. 0.06% Add +23.5% 4,856 $974K
Foster & Motley Inc. 0.04% Reduce -23.6% 4,855 $974K
Dark Forest Capital Management LP 0.06% New 4,850 $973K
Arista Wealth Management, LLC 0.10% Add +0.0% 4,848 $973K
Integrated Advisors Network LLC 0.04% Reduce -38.1% 4,844 $972K
Rossmore Private Capital 0.08% No change 4,843 $972K
Commerzbank Aktiengesellschaft 0.02% Reduce -7.3% 4,821 $967K
Eagle Harbor Asset Management Inc. 0.76% No change 4,800 $963K
iSAM Funds (UK) Ltd 0.68% Reduce -47.3% 4,800 $963K
Norden Group LLC 0.08% Reduce -11.8% 4,784 $960K
CX Institutional 0.03% Add +12.1% 4,766 $956K
Hilltop National Bank 0.20% Add +2.6% 4,757 $954K
FJ Capital Management LLC 0.12% Add +10.3% 4,718 $947K
44 Wealth Management LLC 0.31% Reduce -10.1% 4,708 $945K
Advisory Alpha, LLC 0.02% Add +24.1% 4,700 $944K
Northland Securities, Inc. 0.55% Reduce -1.1% 4,700 $943K
Westpac Banking Corp. 0.06% Reduce -21.7% 4,694 $942K
Harbor Investment Advisory, LLC 0.07% Reduce -6.3% 4,685 $940K
New Wave Wealth Advisors LLC 0.26% Add +15.9% 4,682 $939K
Mountain Pacific Investment Advisers LLC 0.15% No change 4,651 $933K
Atom Investors LP 0.08% Reduce -24.5% 4,643 $931K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -97.1% 4,614 $926K
JM2 Capital Inc. 0.63% Add +1.3% 4,602 $923K
Geneos Wealth Management Inc. 0.02% Reduce -0.0% 4,595 $922K
Avior Wealth Management, LLC 0.02% Reduce -39.3% 4,563 $915K
Schwarz Dygos Wheeler Investment Advisors LLC 0.17% Add +3.4% 4,555 $914K
Crews Bank & Trust 0.12% Add +0.3% 4,552 $913K
Roman Butler Fullerton & Co. 0.22% Add +4.9% 4,488 $911K
Illinois Municipal Retirement Fund 0.01% Reduce -79.2% 4,520 $907K
Howard Capital Management, LLC 0.01% Add +109.0% 4,512 $905K
JBF Capital, Inc. 0.12% No change 4,500 $903K
LVW Advisors, LLC 0.08% Add +18.4% 4,497 $902K
Wellspring Financial Advisors, LLC 0.06% Reduce -8.4% 4,486 $900K
Essex Financial Services, Inc. 0.04% Add +2.6% 4,481 $899K
Confluence Wealth Services, Inc. 0.03% Add +12.5% 4,471 $897K
XML Financial, LLC 0.07% Add +55.4% 4,463 $895K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -0.6% 4,429 $889K
Gryphon Financial Partners LLC 0.08% Add +4.8% 4,403 $883K
North Star Asset Management Inc. 0.03% Reduce -5.4% 4,398 $882K
Verition Fund Management LLC 0.01% Reduce -8.5% 4,381 $879K
First Foundation Advisors 0.03% Add +2.2% 4,374 $877K
Balentine LLC 0.03% Reduce -1.5% 4,372 $877K
Foundations Investment Advisors, LLC 0.01% Reduce -12.8% 4,363 $875K
Unified Investment Management 0.81% Add +5.1% 4,351 $873K
Viawealth, LLC 0.44% Add +36.9% 4,345 $872K
Fiduciary Family Office, LLC 0.22% Reduce -6.7% 4,338 $870K
One Wealth Capital Management, LLC 0.25% Add +116.0% 4,334 $869K
Ausdal Financial Partners, Inc. 0.03% Reduce -9.8% 4,324 $867K
Trivant Custom Portfolio Group, LLC 0.46% Add +75.1% 4,314 $865K
Baker Avenue Asset Management, LP 0.02% Reduce -8.0% 4,313 $865K
Cooper Financial Group 0.07% Reduce -22.4% 4,247 $852K
Belpointe Asset Management LLC 0.03% Add +62.5% 4,245 $852K
Sunflower Bank, N.A. 0.20% Reduce -0.3% 4,242 $851K
Peak Asset Management, LLC 0.12% New 4,229 $848K
Catalyst Financial Partners LLC 0.08% Add +7.3% 4,215 $846K
Meadowbrook Wealth Management, LLC 0.91% New 4,107 $841K
Anchyra Partners LLC 0.20% Add +2.3% 4,188 $840K
Magnetar Financial LLC 0.01% New 4,182 $839K
West Family Investments, Inc. 0.24% Add +219.4% 4,181 $839K
Quotient Wealth Partners, LLC 0.02% Reduce -0.8% 4,171 $837K
SteelPeak Wealth, LLC 0.02% Add +44.5% 4,139 $830K
Pennsylvania Capital Management Inc. 0.21% No change 4,102 $823K
Chemistry Wealth Management LLC 0.13% Add +69.2% 4,097 $822K
L2 Asset Management, LLC 0.09% Add +20.9% 4,081 $819K
Sather Financial Group Inc 0.05% No change 4,076 $818K
Aristotle Atlantic Partners, LLC 0.03% No change 4,076 $818K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +38.9% 4,058 $814K
FourThought Financial Partners, LLC 0.06% Reduce -3.2% 4,050 $813K
Rothschild Wealth LLC 0.06% Add +93.3% 4,027 $808K
Calton & Associates, Inc. 0.12% Reduce -11.8% 4,021 $807K
Net Worth Advisory Group 0.20% Reduce -4.4% 4,019 $806K
Larson Financial Group LLC 0.02% Add +4.6% 4,011 $805K
ArrowMark Colorado Holdings LLC 0.03% New 4,000 $802K
Supplemental Annuity Collective Trust of NJ 0.21% Reduce -7.3% 3,991 $801K
Neo Ivy Capital Management 0.18% New 3,976 $798K
Ironwood Investment Counsel, LLC 0.10% Reduce -0.8% 3,965 $795K
Certuity, LLC 0.04% Reduce -5.8% 3,953 $795K
Moneco Advisors, LLC 0.05% Add +71.0% 3,943 $791K
One Wealth Advisors, LLC 0.09% Add +31.8% 3,931 $789K
State of Wyoming 0.08% New 3,918 $786K
Unique Wealth Strategies, LLC 0.29% Add +16.3% 3,914 $785K
Sterling Capital Management LLC 0.01% Add +78.4% 3,899 $782K
Parcion Private Wealth LLC 0.04% Add +10.8% 3,895 $781K
PDS Planning, Inc 0.05% Add +2.6% 3,886 $780K
Advisors Management Group Inc. 0.13% Add +33.3% 3,878 $778K
Harmony Asset Management LLC 0.21% Add +6.5% 3,876 $778K
Fiduciary Trust Co 0.01% Add +1.1% 3,860 $774K
Venturi Wealth Management, LLC 0.03% Add +5.0% 3,858 $774K
Elevatus Welath Management 0.19% Add +85.9% 3,851 $773K
Birnam Oak Advisors, LP 0.13% No change 3,833 $769K
Dorsey & Whitney Trust CO LLC 0.04% Add +7.2% 3,832 $769K
Lombard Odier Asset Management (USA) Corp 1.06% Add +35.7% 3,800 $762K
Welch & Forbes LLC 0.01% Reduce -23.3% 3,793 $761K
McCollum Christoferson Group LLC 0.22% No change 3,791 $761K
Allen Mooney & Barnes Investment Advisors LLC 0.12% No change 3,779 $758K
Flavin Financial Services, Inc. 0.43% Reduce -2.6% 3,772 $757K
Auxano Advisors, LLC 0.14% Reduce -1.7% 3,760 $754K
Accredited Investors Inc. 0.03% Reduce -1.8% 3,759 $754K
Edgestream Partners, L.P. 0.02% Add +37.9% 3,754 $753K
Neville Rodie & Shaw Inc. 0.05% Add +3.5% 3,750 $752K
Laraway Financial Advisors Inc 0.46% Reduce -0.1% 3,745 $751K
ClearAlpha Technologies LP 1.28% Reduce -34.8% 3,734 $749K
Kera Capital Partners, Inc. 0.07% Add +9.6% 3,722 $747K
Bridgewater Advisors Inc. 0.04% Add +7.2% 3,451 $746K
Traub Capital Management LLC 0.66% Add +6.6% 3,701 $742K
Orange Investment Advisors, Inc. 0.09% Add +2.9% 3,689 $740K
Western Financial Corp 0.22% Add +12.4% 3,685 $739K
Cannon Advisors, Inc. 0.45% New 3,581 $735K
Rexford Capital Inc. 0.45% Reduce -0.2% 3,663 $735K
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 3,653 $733K
CWA Asset Management Group, LLC 0.02% Reduce -7.4% 3,650 $732K
Erste Asset Management GmbH 0.01% Reduce -14.0% 3,604 $729K
RiverFront Investment Group, LLC 0.01% Add +5.7% 3,619 $726K
LRI Investments, LLC 0.06% Add +4.0% 3,618 $726K
Advisor OS, LLC 0.05% Reduce -4.9% 3,617 $726K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -18.1% 3,618 $726K
Malaga Cove Capital, LLC 0.23% Reduce -1.2% 3,608 $724K
Sig Brokerage, LP 0.12% Add +132.9% 3,593 $721K
Shepherd Street Advisors LLC 0.63% Reduce -7.6% 3,437 $718K
Riversedge Advisors, LLC 0.09% Add +106.0% 3,561 $714K
Richwood Investment Advisors, LLC 0.50% Add +7.2% 3,534 $709K
Cornerstone Select Advisors, LLC 0.30% Add +28.7% 3,531 $708K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.8% 3,521 $706K
Versant Capital Management, Inc 0.06% Reduce -3.8% 3,508 $704K
Stembrook Asset Management, LLC 0.61% No change 3,500 $702K
Founders Financial Alliance, LLC 0.09% Add +4.3% 3,499 $702K
S Harris Financial Group, LLC 0.54% Add +1.8% 3,492 $701K
AlTi Global, Inc. 0.01% Add +4.2% 3,483 $699K
Promethium Advisors,llc 0.34% Add +33.5% 3,480 $698K
HCR Wealth Advisors 0.06% Reduce -0.7% 3,468 $696K
Everpar Advisors LLC 0.20% Add +5.1% 3,456 $693K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.8% 3,456 $693K
Allegiance Financial Group Advisory Services LLC 0.12% Add +69.6% 3,452 $693K
Meadowbrook Advisors Group, LLC 0.37% Add +59.9% 3,408 $684K
Gilliland Jeter Wealth Management LLC 0.18% Add +0.3% 3,398 $682K
Addison Capital Co 0.11% Reduce -30.1% 3,392 $681K
Power Wealth Management LLC 0.23% Reduce -20.9% 3,383 $679K
Lester Murray Antman dba SimplyRich 0.16% No change 3,375 $677K
Optas, LLC 0.09% Reduce -8.9% 3,374 $677K
St Germain D J Co. Inc. 0.02% Reduce -18.1% 3,373 $677K
Evercore Wealth Management, LLC 0.01% Add +42.3% 3,362 $674K
Prosperity Consulting Group, LLC 0.03% Reduce -47.5% 3,361 $674K
Armstrong Advisory Group, Inc. 0.04% Add +0.1% 3,356 $673K
SVB Wealth LLC 0.04% Reduce -13.1% 3,347 $672K
Joel Isaacson & Co., LLC 0.02% Add +2.6% 3,311 $664K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.3% 3,307 $663K
Kendall Capital Management 0.11% Reduce -15.5% 3,306 $663K
Acropolis Investment Management, LLC 0.03% Reduce -2.0% 3,305 $663K
Zhang Financial LLC 0.02% Add +1.6% 3,300 $662K
Ingalls & Snyder LLC 0.02% No change 3,299 $662K
Oslo Pensjonsforsikring AS 0.08% Add +10.1% 3,299 $662K
Caerus Investment Advisors, LLC 0.22% New 3,275 $657K
TIAA Wealth Investment Management LLC 0.00% Add +3.5% 3,273 $657K
Cornerstone Wealth Management, LLC 0.03% Add +3.7% 3,271 $656K
Focused Alpha, LLC 0.17% Add +2.5% 3,270 $656K
Trifecta Capital Advisors, LLC 0.08% Add +1.4% 3,268 $656K
Patron Partners, LLC 0.25% Reduce -3.0% 3,252 $652K
Wealth Alliance, LLC 0.05% Reduce -3.2% 3,246 $651K
Valley National Advisers Inc. 0.07% Reduce -1.1% 3,235 $649K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 3,210 $644K
tru Independence LLC 0.28% Add +0.4% 3,199 $642K
Wesbanco Bank Inc. 0.02% Reduce -0.4% 3,187 $639K
Matrix Asset Advisors Inc. 0.05% No change 3,178 $638K
Generation Capital Management LLC 0.39% No change 3,171 $636K
Ameritas Advisory Services, LLC 0.01% Reduce -65.6% 3,159 $634K
TRB Wealth Management, LLC 0.08% Reduce -2.3% 3,158 $634K
Root Financial Partners, LLC 0.02% Add +50.1% 3,144 $631K
Scotia Capital Inc. 0.00% Reduce -3.2% 3,142 $630K
Waterloo Capital, L.P. 0.04% Add +32.4% 3,141 $630K
Ellevest, Inc. 0.07% Reduce -13.0% 3,185 $629K
Modern Wealth Management, LLC 0.01% Reduce -2.8% 3,133 $628K
GAMCO Investors 0.01% Add +25.4% 3,132 $628K
Silver Oak Securities, Incorporated 0.04% Reduce -2.6% 3,131 $628K
Councilmark Asset Management, LLC 0.33% No change 3,128 $628K
Townsquare Capital LLC 0.11% Add +37.5% 3,116 $625K
Legacy Capital Wealth Partners, LLC 0.12% Add +0.2% 3,107 $623K
Pflug Koory, LLC 0.25% No change 3,107 $623K
Red Door Wealth Management, LLC 0.06% Reduce -0.1% 3,098 $622K
StoneX Group Inc. 0.03% Add +5.1% 3,098 $621K
111 Capital 0.11% Add +57.6% 3,080 $618K
Affinity Wealth Management LLC 0.08% Add +0.7% 3,073 $616K
Resonant Capital Advisors, LLC 0.03% Reduce -8.7% 3,070 $616K
HBK Sorce Advisory LLC 0.01% Add +5.6% 2,773 $615K
GeoWealth Management, LLC 0.02% Reduce -8.2% 3,061 $614K
Jackson Thornton Wealth Management, LLC 0.05% Add +55.4% 3,018 $605K
Keel Point, LLC 0.04% Add +64.8% 3,017 $605K
Dymon Asia Capital (singapore) Pte. LTD. 0.10% Reduce -35.0% 3,015 $605K
Montecito Bank & Trust 0.09% Add +8.3% 3,012 $604K
Indivisible Partners 0.03% Add +57.2% 3,012 $604K
Berkshire Asset Management LLC 0.02% Add +23.3% 3,003 $602K
Cross Staff Investments Inc 0.34% No change 3,000 $602K
Hartford Financial Management Inc. 0.13% No change 3,000 $602K
Johnson Investment Counsel Inc. 0.00% Add +2.2% 2,997 $601K
Victory Financial Group, LLC 0.06% New 2,994 $601K
Cypress Wealth Services, LLC 0.07% Add +0.9% 2,984 $599K
Relyea Zuckerberg Hanson LLC 0.05% Add +7.5% 2,980 $598K
McLean Asset Management Corp 0.08% Reduce -11.9% 2,847 $595K
CHICAGO TRUST Co NA 0.09% Add +4.3% 2,962 $594K
1834 Investment Advisors Co. 0.07% No change 2,932 $588K
Hunter Associates Investment Management LLC 0.07% No change 2,923 $587K
Diversified Investment Strategies, LLC 0.38% No change 2,905 $583K
Clark Capital Management Group, Inc. 0.00% Reduce -7.2% 2,898 $581K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -2.8% 2,872 $576K
Institute for Wealth Management, LLC. 0.05% Reduce -0.2% 2,871 $576K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +16.4% 2,863 $574K
Conning Inc. 0.02% Reduce -1.9% 2,840 $570K
Cornerstone Wealth Group, LLC 0.03% Add +1.1% 2,839 $570K
Peachtree Investment Partners, LLC 0.18% Add +1.4% 2,829 $568K
First PREMIER Bank 0.09% Reduce -4.3% 2,789 $560K
Smithfield Trust Co 0.02% No change 2,795 $560K
Vista Capital Partners, Inc. 0.05% Add +3.3% 2,790 $560K
Insigneo Advisory Services, LLC 0.02% Reduce -8.9% 2,788 $559K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -15.9% 2,782 $558K
Frederick Financial Consultants, LLC 0.24% Reduce -9.2% 2,762 $554K
UNIVEST FINANCIAL Corp 0.03% Add +14.4% 2,761 $554K
Leelyn Smith, LLC 0.07% No change 2,746 $551K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +10.6% 2,734 $549K
One Capital Management, LLC 0.02% No change 3,003 $548K
Grandfield & Dodd, LLC 0.03% Reduce -0.3% 2,730 $548K
International Assets Investment Management, LLC 0.03% Reduce -4.5% 2,672 $547K
Bison Wealth, LLC 0.05% Add +8.6% 2,634 $544K
Financial Security Advisor, Inc. 0.09% Reduce -4.9% 2,710 $544K
Aviso Wealth Management 0.18% Reduce -3.7% 2,703 $542K
Trust Point Inc. 0.05% Reduce -0.0% 2,696 $541K
Strategic Wealth Investment Group, LLC 0.07% Add +19.2% 2,686 $539K
Csenge Advisory Group 0.02% Reduce -34.4% 2,651 $532K
Central Pacific Bank - Trust Division 0.06% Add +5.2% 2,650 $532K
Saiph Capital, LLC 0.16% Add +103.0% 2,639 $529K
Private Trust Co. NA 0.04% Reduce -4.4% 2,638 $529K
Searle & Co. 0.12% Add +84.8% 2,615 $525K
Meridian Wealth Management, LLC 0.02% Add +25.7% 2,612 $524K
KCM Investment Advisors LLC 0.02% Reduce -1.0% 2,608 $523K
JFS Wealth Advisors, LLC 0.03% Reduce -0.7% 2,608 $523K
BSW Wealth Partners 0.06% Reduce -7.2% 2,603 $522K
Miller Financial Services LLC 0.42% New 2,587 $519K
Integrity Financial Corp 0.25% No change 2,577 $517K
Defiance ETFs, LLC 0.01% Add +20.7% 2,518 $516K
TriaGen Wealth Management LLC 0.13% Reduce -0.4% 2,568 $515K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -11.2% 2,567 $515K
Taylor Hoffman Capital Management LLC 0.12% No change 2,550 $512K
Beck Mack & Oliver LLC 0.01% No change 2,548 $511K
626 Financial, LLC 0.20% No change 2,546 $511K
Atlas Capital Advisors Inc. 0.06% Reduce -13.1% 2,532 $508K
Good Harbor Advisors, Inc. 0.50% Add +0.6% 2,530 $508K
Berman McAleer LLC 0.06% Add +2.4% 2,529 $507K
Optimize Financial Inc. 0.18% Reduce -0.3% 2,529 $507K
Sound Capital Solutions LLC 0.12% — 2,529 $507K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Add +0.7% 2,515 $505K
Wedgewood Investors Inc. 0.52% No change 2,513 $504K
SYM FINANCIAL Corp 0.04% Add +26.8% 2,512 $504K
Diversified Enterprises, LLC 0.02% Reduce -54.1% 2,509 $503K
Wick Capital Partners, LLC 0.08% New 2,506 $503K
Greenfield Savings Bank 0.19% No change 2,479 $497K
OneAscent Financial Services LLC 0.02% Reduce -8.7% 2,464 $494K
Alta Advisers Ltd 0.11% No change 2,456 $493K
Bingham Private Wealth, LLC 0.34% Reduce -0.0% 2,454 $492K
Stratos Investment Management, LLC 0.02% Reduce -0.6% 2,445 $491K
Valmark Advisers, Inc. 0.01% Add +6.5% 2,436 $489K
Capital Analysts, LLC 0.01% Add +23.9% 2,435 $488K
Western Pacific Wealth Management, LP 0.44% No change 2,425 $487K
Welch Group, LLC 0.02% No change 2,412 $484K
Drive Wealth Management, LLC 0.09% Add +111.9% 2,407 $483K
Independent Solutions Wealth Management, LLC 0.06% Reduce -5.1% 2,399 $481K
Hara Capital LLC 0.25% No change 2,390 $479K
Sage Investment Counsel LLC 0.48% Reduce -2.0% 2,390 $479K
Facet Wealth, Inc. 0.01% Add +55.3% 2,389 $479K
First Interstate Bank 0.03% Add +2.8% 2,388 $479K
Johnson Financial Group, LLC 0.03% Add +36.9% 2,374 $476K
Hodges Capital Management Inc. 0.03% New 2,359 $473K
Axiom Financial Strategies, LLC 0.15% Add +6.9% 2,351 $472K
SmartHarvest Portfolios, LLC 0.15% Reduce -1.4% 2,338 $469K
QTR Family Wealth, LLC 0.16% New 2,317 $465K
Parsons Capital Management Inc. 0.02% No change 2,309 $463K
Northwest Wealth Management, LLC 0.06% Add +48.0% 2,308 $463K
Woodmont Investment Counsel LLC 0.03% Add +17.3% 2,297 $461K
Pointe Capital Management LLC 0.21% No change 2,290 $459K
Curated Wealth Partners LLC 0.05% Reduce -59.3% 2,289 $459K
CVA Family Office, LLC 0.04% Reduce -5.8% 2,289 $459K
Ostrum Asset Management 0.02% Reduce -61.7% 2,283 $458K
Naples Global Advisors, LLC 0.03% No change 2,281 $458K
Chicago Wealth Management, Inc. 0.16% Reduce -26.0% 2,280 $457K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% No change 2,279 $457K
Aviso Financial Inc. 0.02% Reduce -1.6% 2,273 $456K
Capital Advisors, Ltd. LLC 0.05% Reduce -3.2% 2,263 $454K
Round Hill Asset Management 0.28% Reduce -0.5% 2,257 $453K
Pinion Investment Advisors, LLC 0.09% Add +10.3% 2,255 $452K
Cambient Family Office, LLC 0.06% Reduce -0.8% 2,252 $452K
Hoxton Planning & Management, LLC 0.12% Add +1.9% 2,250 $451K
Qtron Investments LLC 0.06% Reduce -64.9% 2,244 $450K
Mission Financial Group, LLC 0.37% — 2,233 $448K
Riverview Trust Co 0.53% No change 2,230 $447K
Mayflower Financial Advisors, LLC 0.04% Reduce -1.6% 2,230 $447K
Knightsbridge Asset Management, LLC 0.06% Add +53.4% 2,228 $447K
Heritage Wealth Advisors 0.02% Add +40.5% 2,220 $445K
James J. Burns & Company, LLC 0.05% No change 2,212 $444K
E Fund Management Co., Ltd. 0.01% Reduce -5.0% 2,211 $444K
PCM Encore, LLC 0.08% Add +2.1% 2,209 $443K
Inscription Capital, LLC 0.04% Reduce -18.1% 2,209 $443K
WASHINGTON TRUST Co 0.01% Reduce -28.1% 2,208 $443K
Performance Wealth Partners, LLC 0.01% Add +0.6% 2,208 $443K
Triad Wealth Partners, LLC 0.03% New 2,034 $443K
Investment Research Partners LLC 0.15% Add +96.0% 2,203 $442K
CoreFirst Bank & Trust 0.22% Add +27.1% 2,201 $442K
Franklin Street Advisors Inc. 0.02% Add +93.9% 2,201 $442K
Catalyst Funds Management Pty Ltd 0.02% New 2,200 $441K
Amplius Wealth Advisors, LLC 0.03% New 2,195 $440K
First Western Trust Bank 0.02% Add +0.2% 2,191 $440K
Avail Investment Partners, LLC 0.34% Add +96.2% 2,182 $438K
Systematic Alpha Investments, LLC 0.01% No change 2,181 $438K
Smith, Moore & Co. 0.03% Reduce -27.9% 2,175 $436K
Cozad Asset Management Inc. 0.03% No change 2,170 $435K
Ranch Capital Advisors Inc. 0.14% Reduce -0.5% 2,164 $434K
Fielder Capital Group LLC 0.09% Reduce -9.0% 2,162 $434K
Steigerwald, Gordon & Koch Inc. 0.04% No change 2,158 $433K
Kintra Wealth, LLC 0.02% New 1,934 $433K
Advus Financial Partners, LLC 0.10% Add +2.1% 2,154 $432K
Verus Financial Partners, Inc. 0.04% Reduce -2.0% 2,151 $432K
Ibex Wealth Advisors 0.03% Reduce -94.3% 2,151 $432K
Kestra Investment Management, LLC 0.01% Reduce -74.0% 2,144 $430K
TCI Wealth Advisors, Inc. 0.02% Reduce -17.5% 2,136 $429K
HBW Advisory Services LLC 0.04% Add +0.9% 2,136 $428K
Walker Asset Management, LLC 0.22% Add +0.3% 2,134 $428K
HHM Wealth Advisors, LLC 0.04% No change 2,132 $428K
SGL Investment Advisors, Inc. 0.15% Add +33.8% 1,953 $428K
Range Advisory, LLC 0.05% Add +6.2% 2,130 $427K
Silverlake Wealth Management LLC 0.08% Add +0.2% 2,116 $424K
Parisi Gray Wealth Management 0.09% Reduce -48.9% 2,112 $424K
Moody National Bank Trust Division 0.03% Add +1.5% 2,104 $422K
Visionary Wealth Advisors 0.02% Add +39.0% 2,104 $422K
GHP Investment Advisors, Inc. 0.02% No change 2,104 $422K
FORA Capital, LLC 0.03% New 2,099 $421K
Leavell Investment Management, Inc. 0.02% Add +11.1% 2,097 $421K
Acima Private Wealth, LLC 0.12% No change 2,095 $420K
Lafayette Investments, Inc. 0.08% Reduce -10.7% 2,092 $420K
Angeles Wealth Management, LLC 0.02% Reduce -21.8% 2,092 $420K
Monument Capital Management 0.08% Add +32.3% 2,087 $419K
Harbour Trust & Investment Management Co 0.04% No change 2,083 $418K
Caldwell Trust Co 0.03% Reduce -61.9% 2,082 $418K
Red Reef Advisors LLC 0.39% No change 2,081 $417K
Stokes Family Office, LLC 0.05% Reduce -2.3% 2,071 $415K
Allianz SE 0.00% Add +28.6% 2,070 $415K
Klingman & Associates, LLC 0.02% Add +5.9% 2,067 $415K
Bragg Financial Advisors, Inc 0.01% No change 2,062 $414K
Pettee Investors, Inc. 0.20% No change 2,055 $412K
Home Federal Bank of Tennessee 0.09% New 2,050 $411K
Centurion Wealth Management LLC 0.10% Add +18.0% 2,048 $411K
JBGlobal.com LLC 0.36% Add +0.1% 2,039 $409K
Warner Financial, Inc. 0.12% Add +0.1% 2,030 $407K
Mutual Advisors, LLC 0.01% Reduce -18.2% 2,027 $407K
Zions Bancorporation, National Association 0.02% Add +7.7% 2,027 $407K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.8% 2,024 $406K
LifeGoal Investments, LLC 0.19% New 2,017 $405K
Deseret Mutual Benefit Administrators 0.13% Reduce -9.6% 2,016 $404K
Revolve Wealth Partners, LLC 0.04% Add +3.1% 2,014 $404K
Accurate Wealth Management, LLC 0.04% Add +18.2% 2,005 $404K
Elk River Wealth Management LLC 0.06% No change 2,005 $402K
Finivi Inc. 0.21% Add +2.1% 2,005 $402K
Aventura Private Wealth, LLC 0.12% Reduce -20.9% 2,001 $401K
Auctus Advisors LLC 0.34% Reduce -20.0% 2,000 $401K
1776 Wealth LLC 0.14% No change 2,000 $401K
Bedel Financial Consulting, Inc. 0.04% Add +0.1% 1,999 $401K
Apella Capital, LLC 0.01% Add +5.6% 1,976 $401K
Marion Wealth Management 0.08% No change 1,993 $400K
Hills Bank & Trust Co 0.02% No change 1,987 $399K
Cromwell Holdings LLC 0.18% Add +5.5% 1,985 $398K
55 North Private Wealth, LLC 0.08% Add +33.8% 1,984 $398K
Bowen Hanes & Co. Inc. 0.01% No change 2,174 $397K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,976 $396K
RD Lewis Holdings, Inc. 0.29% Add +30.7% 1,796 $396K
Breakwater Capital Group 0.05% Reduce -20.3% 1,973 $396K
Ponta Wealth Partners, LLC 0.21% Add +63.9% 1,972 $396K
VeraBank, N.A. 0.07% Reduce -1.5% 1,971 $395K
Fulton Breakefield Broenniman LLC 0.02% No change 1,969 $395K
Peak Planning Group, LLC 0.09% Add +0.5% 1,968 $395K
McAdam, LLC 0.02% Add +5.3% 1,966 $394K
Sepio Capital, LP 0.02% Add +3.4% 1,963 $394K
KFA Private Wealth Group, LLC 0.09% Reduce -7.2% 1,947 $391K
Moss Adams Wealth Advisors LLC 0.02% Reduce -1.6% 1,947 $391K
Abel Hall, LLC 0.07% Reduce -42.8% 1,942 $390K
Golden State Wealth Management, LLC 0.04% Add +8.6% 1,939 $389K
Foster Group, Inc. 0.01% Add +11.1% 1,937 $389K
Sculati Wealth Management, LLC 0.13% New 1,867 $388K
Quantum Financial Advisors, LLC 0.04% Add +3.9% 1,934 $388K
City State Bank 0.09% No change 1,928 $387K
Kozak & Associates, Inc. 0.07% Add +0.1% 1,888 $387K
Five Oceans Advisors 0.12% Reduce -1.5% 1,926 $386K
Sandro Wealth Management LLC 0.28% Add +20.3% 1,920 $385K
Income Insurance Ltd 0.23% No change 1,913 $384K
Souders Financial Advisors 0.04% Add +0.4% 1,905 $382K
Syverson Strege & Co 0.08% Reduce -3.5% 1,904 $382K
Cohen Capital Management, Inc. 0.05% Add +1.3% 1,901 $381K
Corus Family Wealth Advisors 0.26% Reduce -21.4% 1,899 $381K
Barlow Wealth Partners, LLC 0.04% No change 1,976 $379K
First Bank & Trust 0.06% Add +1.3% 1,888 $379K
Transamerica Financial Advisors, LLC 0.03% Add +32.7% 1,879 $377K
Pure Financial Advisors, LLC 0.00% Add +0.5% 1,879 $377K
Beacon Bank & Trust 0.07% Reduce -0.2% 1,870 $375K
1900 Wealth Management LLC 0.02% New 1,867 $375K
Sunpointe, LLC 0.11% Reduce -50.9% 1,865 $374K
ING Groep NV 0.00% Reduce -93.4% 1,863 $374K
Essential Partners LLC 0.17% Add +18.3% 1,862 $374K
AA Financial Advisors, LLC 0.04% Reduce -16.3% 1,861 $373K
LGT Group Foundation 0.00% Reduce -65.2% 1,849 $371K
Anchor Investment Management, LLC 0.03% Add +33.5% 1,849 $371K
Basecamp Wealth Advisors LLC 0.07% Add +0.8% 1,845 $370K
Flatrock Wealth Partners LLC 0.15% Add +18.4% 1,845 $370K
Natural Investments, LLC 0.08% Reduce -0.7% 1,846 $370K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -15.9% 1,838 $369K
Farmers National Bank 0.08% No change 1,836 $368K
Ariadne Wealth Management, LP 0.16% Add +24.1% 1,835 $368K
1ST Source Bank 0.02% New 1,832 $368K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -12.1% 1,831 $367K
Global Assets Advisory, LLC 0.08% Add +12.6% 1,793 $366K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% New 1,820 $365K
Hilltop Holdings Inc. 0.03% Add +0.9% 1,817 $365K
Winthrop Advisory Group LLC 0.02% Add +17.9% 1,814 $364K
Koshinski Asset Management, Inc. 0.02% Add +23.6% 1,814 $364K
Passive Capital Management, LLC. 0.11% Reduce -2.7% 1,500 $364K
Summit Global Investments 0.02% Reduce -23.5% 1,810 $363K
Fortress Private Ledger, LLC 0.10% Reduce -34.4% 1,808 $363K
MBL Wealth, LLC 0.02% Add +14.5% 1,804 $362K
Mount Vernon Associates Inc. 0.24% No change 1,800 $361K
Mathes Company, Inc. 0.11% No change 1,800 $361K
South Dakota Investment Council 0.01% No change 1,800 $361K
Waldron Private Wealth LLC 0.01% Reduce -2.3% 1,799 $361K
MontVue Capital Management, Inc. 0.21% No change 1,791 $359K
Green Ridge Wealth Planning LLC 0.15% No change 1,788 $359K
Eurizon SLJ Capital Ltd 0.13% No change 1,786 $358K
Prepared Retirement Institute LLC 0.15% No change 1,785 $358K
Camden National Bank 0.05% New 1,785 $358K
Financial Advisors Network, Inc. 0.04% Reduce -2.7% 1,785 $358K
Rosenberg Matthew Hamilton 0.07% Add +15.0% 1,784 $358K
Allied Private Wealth LLC 0.23% — 1,861 $357K
Mosaic Family Wealth Partners, LLC 0.02% New 1,778 $357K
Capstone Wealth Management, LLC 0.17% New 1,777 $357K
Mitchell Capital Management Co. 0.05% No change 1,769 $355K
Hickory Point Bank & Trust 0.21% No change 1,766 $354K
Aspire Private Capital, LLC 0.07% Add +3.7% 1,761 $353K
Symphony Financial, Ltd. Co. 0.04% Add +9.2% 1,753 $353K
Quarry LP 0.06% Add +2688.9% 1,757 $352K
Signal Advisors Wealth, LLC 0.02% Add +23.3% 1,752 $351K
Regal Investment Advisors LLC 0.02% Add +14.0% 1,745 $350K
May Hill Capital, LLC 0.07% Add +14.6% 1,741 $349K
Axxion S.A. 0.03% — 1,729 $347K
Money Concepts Capital Corp. 0.02% Reduce -11.4% 1,716 $344K
Maridea Wealth Management LLC 0.04% New 1,713 $344K
Betterment LLC 0.00% Reduce -0.6% 1,710 $343K
Perennial Investment Advisors, LLC 0.02% Reduce -5.4% 1,709 $343K
Werba Rubin Papier Wealth Management 0.04% Add +0.9% 1,707 $342K
Seven Mile Advisory 0.23% Reduce -5.9% 1,704 $342K
Global Trust Asset Management, LLC 0.11% Reduce -31.1% 1,703 $342K
CYBER HORNET ETFs LLC 0.19% Reduce -2.8% 1,698 $341K
Borer Denton & Associates, Inc. 0.11% New 1,698 $341K
Opal Wealth Advisors, LLC 0.07% Reduce -1.1% 1,698 $341K
PVG Asset Management Corp. 0.20% Add +20.5% 1,697 $340K
Mainsail Asset Management, LLC 0.13% New 1,635 $340K
First Citizens Financial Corp 0.14% Reduce -4.9% 1,694 $340K
Strategic Blueprint, LLC 0.02% Reduce -8.2% 1,691 $339K
Asset Advisory Group, Inc. 0.15% No change 1,677 $336K
Hilltop Partners LLC 0.08% No change 1,673 $336K
FWG Holdings, LLC 0.12% Add +1.5% 1,652 $335K
Uptick Partners, LLC 0.05% Add +4.6% 1,670 $335K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -52.1% 1,670 $335K
Avantra Family Wealth, Inc. 0.21% Reduce -27.3% 1,669 $335K
Next Capital Management LLC 0.09% No change 1,668 $335K
Keudell/Morrison Wealth Management 0.06% Reduce -5.6% 1,666 $334K
Capital Asset Advisory Services LLC 0.01% Add +0.1% 1,664 $334K
Edmond DE Rothschild Holding S.A. 0.00% New 1,660 $333K
ELCO Management Co., LLC 0.14% Add +17.8% 1,657 $332K
Voleon Capital Management LP 0.01% Reduce -17.8% 1,657 $332K
Cypress Capital Group 0.03% No change 1,651 $331K
MQS Management LLC 0.40% Add +7.1% 1,650 $331K
Almanack Investment Partners, LLC. 0.04% Reduce -0.1% 1,644 $330K
F/m Investments LLC 0.02% Reduce -0.1% 1,643 $330K
Stonebrook Private Inc. 0.06% Add +14.3% 1,633 $328K
Westover Capital Advisors, LLC 0.05% No change 1,630 $327K
Accuvest Global Advisors 0.28% New 1,631 $327K
Dynamic Wealth Strategies, LLC 0.17% Add +21.9% 1,628 $327K
Auxier Asset Management LLC 0.04% No change 1,625 $326K
Fortis Capital Advisors, LLC 0.04% New 1,624 $326K
Summit Wealth Group LLC / Co. 0.03% Add +20.4% 1,620 $325K
Bank of Nova Scotia Trust Co. 0.03% Reduce -2.2% 1,613 $324K
WoodTrust Financial Corp 0.04% Add +0.5% 1,609 $323K
AlphaStar Capital Management, LLC 0.02% Reduce -7.1% 1,609 $323K
CM Wealth Advisors LLC 0.06% No change 1,609 $323K
Bernard Wealth Management Corp. 0.12% No change 1,600 $321K
Ruggaard & Associates LLC 0.12% No change 1,600 $321K
CFO4Life Group, LLC 0.04% Add +0.3% 1,599 $321K
Heartwood Wealth Advisors LLC 0.02% No change 1,599 $321K
Turning Point Benefit Group, Inc. 0.14% Add +19.3% 1,594 $321K
Abundance Wealth Counselors 0.02% Add +15.1% 1,595 $320K
D.B. Root & Company, LLC 0.07% Add +1.3% 1,591 $319K
Chancellor Financial Group WB LP 0.20% New 1,587 $318K
Marco Investment Management LLC 0.02% No change 1,585 $318K
New Republic Capital, LLC 0.07% New 1,583 $318K
6th Street Advisors, LLC 0.18% No change 1,583 $318K
Keebeck Wealth Management 0.03% Add +7.7% 1,573 $316K
First Business Financial Services, Inc. 0.02% Add +1.1% 1,573 $316K
Founders Grove Wealth Partners, LLC 0.06% Reduce -4.2% 1,572 $315K
Prelude Capital Management, LLC 0.02% New 1,567 $314K
Cornerstone Advisory, LLC 0.03% Add +2.9% 1,565 $314K
Crusonia Wealth Advisors LLC 0.05% New 1,565 $314K
Procyon Advisors, LLC 0.01% Reduce -15.2% 1,560 $313K
Bayforest Capital Ltd 0.29% Add +716.8% 1,560 $313K
Princeton Capital Management LLC 0.07% No change 1,557 $312K
Walkner Condon Financial Advisors LLC 0.04% Add +10.0% 1,556 $312K
Patten & Patten Inc. 0.02% No change 1,555 $312K
Childress Capital Advisors, LLC 0.05% Reduce -6.0% 1,552 $311K
Beckerman Institutional, LLC 0.15% No change 1,551 $311K
True North Advisors, LLC 0.03% Add +34.7% 1,546 $310K
Partners in Financial Planning 0.05% No change 1,545 $310K
Financial Management Professionals, Inc. 0.03% Reduce -0.8% 1,544 $310K
BIP Wealth, LLC 0.01% New 1,542 $309K
Plimoth Trust Co. LLC 0.06% Reduce -0.3% 1,539 $309K
Accel Wealth Management 0.07% Add +0.2% 1,539 $309K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% No change 1,537 $308K
URS Advisory LLC 0.17% Add +0.5% 1,537 $308K
D'Orazio & Associates, Inc. 0.04% Add +3.4% 1,536 $308K
First Financial Group Corp 0.22% Reduce -3.2% 1,534 $308K
Charter Research & Investment Group, Inc. 0.19% No change 1,534 $308K
Genesis Private Wealth, LLC 0.09% Add +0.9% 1,532 $307K
Kelsey Financial, LLC 0.23% No change 1,531 $307K
RVW Wealth, LLC 0.02% No change 1,531 $307K
Clifford Swan Investment Counsel LLC 0.01% Reduce -36.8% 1,531 $307K
Altus Wealth Group LLC 0.11% Add +12.7% 1,526 $306K
Ewa, LLC 0.06% Add +5.2% 1,522 $305K
GLOBALT Investments LLC / GA 0.01% Reduce -72.6% 1,520 $305K
Evernest Financial Advisors, LLC 0.06% Add +0.4% 1,520 $305K
Claro Advisors Inc. 0.03% Add +31.5% 1,520 $305K
Salomon & Ludwin, LLC 0.03% Add +13.3% 1,487 $305K
Quantum Financial Partners LLC 0.16% — 1,518 $304K
Fort Sheridan Advisors LLC 0.03% Reduce -10.4% 1,512 $303K
Dillon & Associates Inc. 0.04% Reduce -0.1% 1,500 $302K
Benin Management CORP 0.06% No change 1,498 $301K
Convergence Financial, LLC 0.02% New 1,494 $300K
Synergy Financial Group, LTD 0.21% Reduce -18.1% 1,484 $298K
Arbor Investment Advisors, LLC 0.03% No change 1,482 $297K
Interchange Capital Partners, LLC 0.06% New 1,480 $297K
Hamilton Point Investment Advisors, LLC 0.04% No change 1,478 $297K
MidFirst Bank 0.02% Reduce -23.4% 1,477 $296K
Omnia Family Wealth, LLC 0.08% Add +20.9% 1,475 $296K
SHP Wealth Management 0.02% Add +8.6% 1,471 $295K
Global Financial Private Client, LLC 0.08% Add +1.1% 1,469 $295K
AF Advisors, Inc. 0.14% Add +0.1% 1,466 $294K
Quadcap Wealth Management, LLC 0.03% Add +4.8% 1,465 $294K
FAS Wealth Partners, Inc. 0.02% New 1,464 $294K
Vicus Capital 0.02% Add +0.4% 1,460 $293K
Bell Bank 0.01% Add +0.1% 1,458 $293K
Crown Wealth Group, LLC 0.07% Add +1.4% 1,457 $292K
Carr Financial Group Corp 0.07% Add +1.8% 1,452 $291K
GTS Securities LLC 0.01% Reduce -65.9% 1,442 $289K
Buttonwood Financial Advisors Inc. 0.09% No change 1,441 $289K
Godshalk Welsh Capital Management, Inc. 0.16% Add +7.5% 1,440 $289K
Ignite Planners, LLC 0.04% Reduce -6.8% 1,433 $288K
Lipe & Dalton 0.13% No change 1,430 $287K
Latitude Advisors, LLC 0.11% New 1,429 $287K
Kachkovsky & Fisher, Inc. 0.28% — 1,425 $286K
Madison Asset Management, LLC 0.00% Reduce -51.5% 1,421 $285K
Studio Investment Management LLC 0.05% Reduce -0.7% 1,413 $283K
Asset Allocation Strategies LLC 0.04% Add +1.1% 1,413 $283K
Legacy Wealth Advisors, LLC 0.12% New 1,411 $283K
Doliver Advisors, LP 0.06% Reduce -1.8% 1,404 $282K
Meyer Handelman Co. 0.01% No change 1,404 $282K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% No change 1,403 $281K
Grove Bank & Trust 0.03% No change 1,403 $281K
Wall Street Financial Group, Inc. 0.15% Add +10.9% 1,402 $281K
Bigelow Investment Advisors, LLC 0.10% Add +22.8% 1,402 $281K
Eagle Bay Advisors LLC 0.21% Reduce -7.1% 1,401 $281K
Colorado Capital Management, Inc. 0.10% No change 1,400 $281K
Legacy Private Trust Co. 0.02% Reduce -4.8% 1,398 $280K
Titleist Asset Management, LLC 0.02% Reduce -4.2% 1,387 $278K
Capital Advisors Inc. 0.00% No change 1,384 $278K
J.Safra Asset Management Corp 0.01% Reduce -1.4% 1,376 $276K
Alhambra Investment Management LLC 0.12% No change 1,369 $275K
Bryn Mawr Trust Advisors, LLC 0.01% Add +9.5% 1,359 $273K
ARS Wealth Advisors Group, LLC 0.02% Add +17.2% 1,357 $272K
Guardian Wealth Advisors, LLC / NC 0.02% Add +5.8% 1,356 $272K
Twinbeech Capital LP 0.05% Reduce -82.7% 1,351 $271K
Doheny Asset Management 0.16% No change 1,349 $271K
Consilio Wealth Advisors, LLC 0.06% Add +1.6% 1,341 $269K
Fortem Financial Group, LLC 0.05% Reduce -88.5% 1,340 $269K
Vantus Wealth LLC 0.14% — 1,338 $268K
Landaas & Co. /Wi 0.05% No change 1,337 $268K
Northstar Group, Inc. 0.04% No change 1,332 $267K
Cape Cod Five Cents Savings Bank 0.02% — 1,330 $267K
Essex Bank 0.06% Reduce -1.3% 1,327 $266K
Tranquilli Financial Advisor LLC 0.14% New 1,319 $265K
Petix & Botte Co 0.05% Add +100.0% 1,318 $264K
Kiley Juergens Wealth Management, LLC 0.04% Add +2.8% 1,313 $263K
Pines Wealth Management, LLC 0.08% Reduce -7.9% 1,305 $262K
Fullerton Fund Management Co Ltd. 0.02% Reduce -28.5% 1,303 $261K
Beacon Financial Advisory LLC 0.05% Add +2.8% 1,303 $261K
Rooted Wealth Advisors, Inc. 0.06% Add +8.8% 1,300 $261K
Northwest Bancshares, Inc. 0.05% Reduce -3.6% 1,293 $259K
Fiduciary Group, LLC 0.02% Reduce -1.6% 1,290 $259K
New World Advisors LLC 0.04% New 1,289 $259K
New Covenant Trust Company, N.A. 0.19% New 1,288 $258K
Simmons Bank 0.01% New 1,286 $258K
Owl Creek Wealth Partners LLC 0.08% Add +3.2% 1,284 $258K
Resurgent Financial Advisors LLC 0.07% Reduce -21.8% 1,284 $258K
RB Capital Management, LLC 0.05% New 1,278 $256K
CoreCap Advisors, LLC 0.01% Add +61.6% 1,278 $256K
Creative Financial Designs Inc. 0.01% Add +20.9% 1,275 $256K
Human Investing LLC 0.03% Add +3.5% 1,274 $256K
Cove Private Wealth, LLC 0.05% No change 1,274 $256K
Berger Financial Group, Inc 0.01% Reduce -1.2% 1,270 $255K
Principle Wealth Partners LLC 0.01% Reduce -6.8% 1,270 $255K
Planning Alternatives Ltd. 0.03% New 1,265 $254K
TBH Global Asset Management, LLC 0.05% New 1,264 $254K
Quantum Private Wealth, LLC 0.06% No change 1,259 $253K
Abner Herrman & Brock LLC 0.02% Reduce -25.9% 1,254 $252K
Clear Creek Financial Management, LLC 0.02% Reduce -4.7% 1,255 $252K
Brookwood Investment Group LLC 0.03% Reduce -37.2% 1,251 $251K
Tiaa Trust, National Association 0.01% Reduce -20.7% 1,251 $251K
Livet Wealth, LLC 0.14% Reduce -2.0% 1,249 $251K
Lantz Financial LLC 0.05% Reduce -0.3% 1,249 $251K
Red Lighthouse Investment Management, LLC 0.07% Add +0.9% 1,243 $249K
Howard Financial Services, LTD. 0.02% Reduce -17.7% 1,242 $249K
Alteri Wealth LLC 0.07% Reduce -5.5% 1,240 $249K
Belvedere Trading LLC 0.02% New 1,239 $249K
Old Port Advisors 0.05% Add +1.1% 1,238 $248K
West Paces Advisors Inc. 0.04% Add +0.1% 1,237 $248K
First Bancorp, Inc 0.10% No change 1,235 $248K
Waters Parkerson & Co., LLC 0.01% No change 1,235 $248K
Mission Creek Capital Partners, Inc. 0.04% Reduce -3.9% 1,234 $248K
Thompson David Blair 0.12% New 1,233 $247K
LJI Wealth Management, LLC 0.03% No change 1,233 $247K
AGH Wealth Advisors, LLC 0.16% Reduce -10.5% 1,227 $246K
Integrity Alliance, Llc. 0.01% Reduce -29.1% 1,225 $246K
S.E.E.D. Planning Group LLC 0.06% New 1,226 $246K
Lionshead Wealth Management, LLC 0.16% Reduce -1.1% 1,223 $245K
Oakworth Capital, Inc. 0.01% No change 1,222 $245K
Allen Capital Group, LLC 0.02% Add +2.0% 1,219 $245K
Jacobsen Capital Management 0.07% Reduce -1.2% 1,218 $244K
Fortis Capital Management LLC 0.03% Reduce -5.1% 1,217 $244K
Hirtle & Co., LLC 0.01% New 1,210 $243K
Linden Thomas Advisory Services, LLC 0.02% Add +1.2% 1,209 $243K
True Wealth Design, LLC 0.06% Add +44.7% 1,207 $242K
Primoris Wealth Advisors, LLC 0.11% No change 1,204 $242K
Blackston Financial Advisory Group, LLC 0.14% New 1,202 $241K
Unifi Asset Management LP 0.17% No change 1,200 $241K
Canton Hathaway, LLC 0.05% No change 1,200 $241K
Means Investment Co., Inc. 0.02% Reduce -16.9% 1,199 $241K
GDS Wealth Management 0.01% New 1,197 $240K
N.E.W. Advisory Services LLC 0.02% Reduce -0.7% 1,196 $240K
Philip James Wealth Mangement, LLC 0.03% Reduce -11.9% 1,195 $240K
Atlas Wealth LLC 0.04% No change 1,192 $239K
Symmetry Partners, LLC 0.01% Add +2.1% 1,190 $239K
Marathon Capital Management 0.05% Reduce -8.5% 1,189 $239K
Fort Washington Investment Advisors Inc. 0.00% Reduce -7.8% 1,189 $239K
Horizon Financial Services, LLC 0.09% No change 1,187 $238K
Novem Group 0.02% Reduce -39.5% 1,187 $238K
Becker Capital Management Inc. 0.01% Add +0.5% 1,186 $238K
Flagship Wealth Advisors, LLC 0.05% Add +23.5% 1,183 $237K
COFG Advisors, LLC 0.04% Reduce -5.7% 1,179 $237K
Aljian Capital Management, LLC 0.04% No change 1,177 $236K
Marshall Financial Group, LLC 0.03% Reduce -14.9% 1,174 $236K
Destiny Wealth Partners, LLC 0.03% Add +84.0% 1,124 $235K
Main Street Financial Solutions, LLC 0.02% Reduce -2.0% 1,171 $235K
Brandywine Oak Private Wealth LLC 0.02% No change 1,170 $235K
FSM Wealth Advisors, LLC 0.03% New 1,170 $235K
Veracity Capital LLC 0.06% Add +2.8% 1,169 $235K
Medallion Wealth Advisors, LLC 0.07% Reduce -23.6% 1,166 $234K
Emergent Wealth Advisors, LLC 0.12% Reduce -11.8% 1,822 $234K
Vance Wealth, LLC 0.05% New 1,164 $234K
Cape Investment Advisory, Inc. 0.06% New 1,164 $234K
Dunhill Financial, LLC 0.05% Reduce -63.2% 1,158 $232K
Centric Wealth Management 0.04% No change 1,221 $232K
Spartan Wealth Advisory Services LLC 0.02% Reduce -28.1% 1,152 $231K
Investor's Fiduciary Advisor Network, LLC 0.08% New 1,156 $231K
McCarter Private Wealth Services LLC 0.08% Reduce -13.1% 1,150 $231K
Rodgers Brothers Inc. 0.02% No change 1,150 $231K
Foundry Financial LLC 0.08% New 1,150 $231K
Magnus Financial Group LLC 0.02% Reduce -10.9% 1,149 $230K
Caliber Wealth Management, LLC / KS 0.02% Add +0.2% 1,148 $230K
Eastern Bank 0.00% Reduce -3.7% 1,147 $230K
Regent Peak Wealth Advisors LLC 0.04% Add +0.3% 1,146 $230K
Xcelsior Advisor Partners LLC 0.03% New 1,135 $228K
Nikulski Financial, Inc. 0.05% Reduce -26.4% 1,134 $227K
Fieldview Capital Management, LLC 0.06% New 1,132 $227K
Maple Capital Management, Inc. 0.01% Reduce -1.3% 1,132 $227K
Inlet Private Wealth, LLC 0.06% Reduce -12.1% 1,131 $227K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.4% 1,126 $226K
Goldstone Financial Group, LLC 0.02% Reduce -0.3% 1,125 $226K
Rare Wolf Capital LLC 0.14% New 1,125 $226K
Legacy Advisors, LLC 0.02% New 1,124 $226K
Manchester Capital Management LLC 0.03% Add +7.3% 1,124 $225K
Midland Wealth Advisors, LLC 0.01% Reduce -13.1% 1,121 $225K
Cullinan Associates Inc. 0.02% No change 1,119 $224K
First American Trust, FSB 0.01% New 1,118 $224K
Cyndeo Wealth Partners, LLC 0.01% Reduce -1.2% 1,114 $223K
NORTHSTAR ASSET MANAGEMENT Co 0.04% No change 1,100 $223K
Allegheny Financial Group 0.02% Reduce -1.3% 1,109 $223K
Fiducient Advisors LLC 0.03% Reduce -4.2% 1,100 $221K
Summitry LLC 0.01% New 1,100 $221K
Cypress Capital, LLC 0.06% Reduce -9.2% 1,098 $220K
Wolverine Asset Management LLC 0.01% Reduce -79.2% 1,098 $220K
Baxter Bros Inc. 0.03% New 1,098 $220K
Retirement Guys Formula LLC 0.08% Reduce -0.2% 1,097 $220K
LMG Wealth Partners, LLC 0.04% New 1,097 $220K
Aspen Grove Capital, LLC 0.03% New 1,097 $220K
Kesler, Norman & Wride, LLC 0.03% Reduce -17.4% 1,096 $220K
Mechanics Bank Trust Department 0.03% New 1,091 $219K
Elevated Financial Group LLC 0.06% Reduce -17.2% 1,090 $219K
Fragasso Financial Advisors Inc 0.01% Reduce -0.1% 1,089 $218K
Birch Capital Management, LLC 0.11% No change 1,088 $218K
Kearns & Associates LLC 0.10% Reduce -50.0% 1,085 $218K
Blalock Williams, LLC 0.14% Reduce -23.0% 1,084 $218K
Canopy Partners, LLC 0.07% Reduce -13.8% 1,084 $217K
Lebenthal Global Advisors, LLC 0.03% Reduce -63.6% 1,083 $217K
Beacon Financial Group 0.02% New 1,082 $217K
First Command Advisory Services, Inc. 0.00% Reduce -9.3% 1,082 $217K
Charter Capital Management, LLC\DE 0.10% New 1,082 $217K
San Luis Wealth Advisors LLC 0.03% Reduce -20.3% 1,081 $217K
United Asset Strategies, Inc. 0.02% Reduce -10.2% 1,079 $216K
VCI Wealth Management LLC 0.05% Reduce -88.2% 1,076 $216K
Realta Investment Advisors 0.07% New 1,075 $216K
Redhawk Wealth Advisors, Inc. 0.02% Reduce -21.6% 1,073 $215K
Hyperion Capital Advisors LP 0.10% New 1,071 $215K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -51.3% 1,069 $214K
MJP Associates Inc. 0.02% Reduce -36.1% 1,067 $214K
Ariston Services Group 0.12% New 1,064 $213K
Warwick Investment Management, Inc. 0.02% New 1,061 $213K
Chico Wealth RIA 0.11% New 1,060 $213K
Pittenger & Anderson Inc. 0.01% Reduce -17.3% 1,059 $212K
Jeter Robert S II 0.20% New 1,054 $212K
Vertrix Wealth Management, LLC 0.07% New 1,057 $212K
Plancorp, LLC 0.01% New 1,043 $212K
Impact Capital Partners LLC 0.06% New 1,054 $211K
Rathbones Group PLC 0.00% New 1,054 $211K
Focused Wealth Management, Inc 0.02% New 1,054 $211K
Total Clarity Wealth Management, Inc. 0.04% New 1,052 $211K
Carter Financial Group, INC. 0.11% Reduce -9.2% 1,050 $211K
49 Wealth Management, LLC 0.04% New 1,049 $210K
Alongside, LLC 0.04% — 1,049 $210K
Calydon Capital 0.03% New 1,049 $210K
Commonwealth Financial Services, LLC 0.03% New 1,049 $210K
WealthTrust Axiom LLC 0.05% New 1,048 $210K
Convergence Investment Partners, LLC 0.02% Reduce -12.0% 1,048 $210K
Fayez Sarofim & Co 0.00% Reduce -50.9% 1,046 $210K
SlateStone Wealth, LLC 0.02% Reduce -19.3% 1,040 $209K
ProVise Management Group, LLC 0.01% New 1,040 $209K
Quadrant Private Wealth Management, LLC 0.05% New 1,037 $208K
Gateway Wealth Partners, LLC 0.01% Reduce -53.9% 1,034 $208K
Enterprise Financial Services Corp 0.08% New 1,033 $207K
Aureus Asset Management, LLC 0.01% New 1,031 $207K
Exchange Bank 0.13% Reduce -7.6% 1,030 $207K
W Advisors, LLC 0.09% New 1,029 $207K
Orcam Financial Group 0.10% New 1,028 $206K
Roxbury Financial LLC 0.16% No change 1,023 $205K
Prevail Innovative Wealth Advisors, LLC 0.03% New 1,022 $205K
Liberty Capital Management, Inc. 0.04% — 1,019 $204K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% Reduce -57.9% 1,019 $204K
First Hawaiian Bank 0.03% New 1,019 $204K
United Bank 0.02% New 1,019 $204K
Clearwave Capital, LLC 0.11% New 1,019 $204K
Stevens Capital Management LP 0.05% Reduce -60.9% 1,018 $204K
Curry Webb Wealth Management LLC 0.08% New 1,016 $204K
WealthPlan Investment Management, LLC 0.01% New 1,016 $204K
Nicholas Hoffman & Company, LLC. 0.00% New 1,009 $202K
Freestone Capital Holdings, LLC 0.01% New 1,007 $202K
Willow Creek Capital Management, Inc. 0.20% — 1,006 $202K
Van Hulzen Asset Management, LLC 0.01% New 1,006 $202K
Sovereign Financial Group, Inc. 0.03% New 1,005 $202K
Southern Michigan Bank & Trust 0.07% Reduce -2.7% 1,004 $201K
Worth Financial Advisory Group, LLC 0.08% New 1,002 $201K
LCNB Corp. 0.06% New 1,002 $201K
Jupiter Wealth Management LLC 0.08% New 1,000 $201K
First Dallas Securities Inc. 0.07% New 1,000 $201K
Private Wealth Partners, LLC 0.01% New 1,000 $201K
Wealth Architects, LLC 0.02% Reduce -13.4% 999 $200K
Strategic Investment Advisors / MI 0.01% Reduce -23.1% 998 $200K
Quilter Plc 0.00% New 998 $200K
Evermay Wealth Management LLC 0.02% Add +11.3% 983 $197K
AlphaCentric Advisors LLC 0.16% Reduce -28.6% 970 $195K
Truvestments Capital LLC 0.03% Reduce -1.9% 959 $192K
Lanark Financial, Inc. 0.01% Reduce -61.4% 947 $190K
Barrett & Company, Inc. 0.05% Reduce -0.6% 937 $188K
Toth Financial Advisory Corp. 0.02% Add +59.0% 932 $187K
Swiss Re Ltd. 0.02% Add +916.5% 925 $186K
Westside Investment Management, Inc. 0.02% No change 925 $186K
FWL Investment Management, LLC 0.03% No change 922 $185K
Tompkins Financial Corp. 0.01% No change 911 $183K
Bogart Wealth, LLC 0.01% Add +73.8% 909 $182K
Louisbourg Investments Inc. 0.03% Add +4.0% 905 $182K
North Star Investment Management Corp. 0.01% Add +3.4% 901 $181K
Key Financial Inc 0.03% Reduce -10.1% 894 $179K
Hendershot Investments Inc. 0.02% No change 879 $176K
Citadel Investment Advisory, Inc. 0.08% No change 950 $173K
American National Bank & Trust 0.01% Add +1.8% 849 $170K
Strive Financial Group ,LLC 0.07% Add +410.8% 848 $170K
Centaurus Financial, Inc. 0.01% Reduce -6.3% 834 $167K
Cheviot Value Management, LLC 0.02% No change 825 $166K
Markowski Investments 0.04% — 823 $165K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +12.6% 821 $165K
Adirondack Trust Co. 0.05% Reduce -0.8% 785 $157K
Keating Financial Advisory Services, Inc. 0.02% Add +24.8% 785 $157K
Trust Co. of Toledo NA 0.01% Add +29.1% 781 $157K
Synergy Investment Management, LLC 0.04% Add +770.6% 740 $154K
Atwood & Palmer Inc. 0.01% No change 764 $153K
SkyView Investment Advisors, LLC 0.12% New 750 $150K
McDonald Partners LLC 0.04% New 740 $148K
Hanson & Doremus Investment Management 0.01% Reduce -7.7% 734 $147K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.4% 729 $146K
Tsfg, LLC 0.02% Add +4.4% 718 $144K
CNB Bank 0.05% Reduce -11.5% 694 $139K
Alphadyne Asset Management LP 0.01% New 687 $138K
Bruce G. Allen Investments, LLC 0.09% Reduce -13.7% 683 $137K
Evelyn Partners Group Ltd 0.00% — 667 $134K
Compass Financial Management LLC 0.02% — 659 $132K
Financial Consulate, Inc. 0.01% Reduce -0.9% 657 $132K
Operose Advisors LLC 0.03% Reduce -0.8% 653 $131K
Aberdeen Wealth Management LLC 0.06% New 639 $128K
First Community Trust NA 0.06% No change 635 $127K
Piscataqua Savings Bank 0.09% No change 633 $127K
SBI Securities Co., Ltd. 0.00% Reduce -12.2% 632 $127K
Colonial Trust Co / SC 0.02% Reduce -1.0% 621 $125K
Signature Equity Partners, LLC 0.05% Reduce -6.0% 596 $120K
Kelleher Financial Advisors 0.02% Reduce -84.5% 592 $119K
Security National Bank of So Dak 0.05% New 590 $118K
Archer Investment Corp 0.02% No change 586 $118K
Greykasell Wealth Strategies, Inc. 0.04% No change 585 $117K
Cedar Mountain Advisors, LLC 0.02% No change 585 $117K
Pinnacle Bancorp, Inc. 0.03% Reduce -9.9% 574 $115K
Commonwealth Retirement Investments LLC 0.03% New 561 $113K
Richardson Financial Services Inc. 0.06% Reduce -81.0% 558 $112K
Millstone Evans Group, LLC 0.06% No change 544 $109K
Country Trust Bank 0.00% No change 543 $109K
REAP Financial Group, LLC 0.02% Add +8.7% 540 $108K
Atlatl Advisers LLC 0.03% New 537 $108K
SJS Investment Consulting Inc. 0.01% Add +157.2% 535 $107K
Raleigh Capital Management Inc. 0.03% Reduce -13.9% 528 $106K
Beacon Investment Advisory Services, Inc. 0.00% Add +5.0% 525 $105K
Trust Co 0.01% Add +4.6% 520 $104K
S&T Bank 0.03% Reduce -4.8% 514 $103K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -51.6% 500 $100K
Y.D. More Investments Ltd 0.00% Add +0.2% 491 $99K
Nemes Rush Group LLC 0.01% Add +0.4% 491 $98K
ESL Trust Services, LLC 0.02% No change 485 $97K
McGuire Capital Advisors Inc. 0.05% No change 481 $96K
Nalls Sherbakoff Group, LLC 0.07% Reduce -36.0% 469 $94K
Catalyst Capital Advisors LLC 0.00% Reduce -1.5% 468 $94K
Plante Moran Financial Advisors, LLC 0.00% Add +2.5% 456 $91K
Silver Grove Financial Group, Inc. 0.05% Add +2926.7% 454 $91K
Strategic Wealth Advisors LLC 0.08% Add +40.7% 370 $89K
GGM Financial LLC 0.03% Add +0.5% 435 $87K
GW&K Investment Management, LLC 0.00% Reduce -3.8% 433 $87K
Centennial Bank 0.03% No change 432 $87K
Community Financial Services Group, LLC 0.01% No change 415 $85K
JPL Wealth Management, LLC 0.02% Add +8.1% 416 $83K
Ameriflex Group, Inc. 0.03% Add +3316.7% 410 $82K
Community Bank, N.A. 0.01% Add +20.6% 409 $82K
Park Place Capital Corp 0.01% No change 407 $82K
MV Capital Management, Inc. 0.01% Reduce -2.9% 406 $81K
Copia Wealth Management 0.05% No change 403 $81K
BankPlus Trust Department 0.02% No change 397 $80K
Strategic Wealth Partners, Ltd. 0.00% Reduce -1.3% 395 $79K
Curat Global, LLC 0.06% No change 386 $77K
Princeton Global Asset Management LLC 0.01% Add +1.9% 372 $75K
Bangor Savings Bank 0.01% Reduce -9.3% 371 $74K
Delta Asset Management LLC 0.01% No change 370 $74K
NFSG Corp 0.01% Add +0.3% 370 $74K
Financial Life Planners 0.05% Add +0.6% 360 $72K
Sachetta, LLC 0.04% Add +17.7% 359 $72K
Cypress Capital Management LLC (WY) 0.06% No change 355 $71K
Bell Investment Advisors, Inc 0.01% Add +2.6% 353 $71K
Towne Trust Company, N.A 0.02% No change 344 $69K
Boyd Watterson Asset Management LLC 0.02% No change 344 $69K
TrustBank 0.02% No change 340 $68K
Glen Eagle Advisors, LLC 0.01% Add +2.4% 336 $67K
Birchwood Financial Partners, Inc. 0.05% No change 330 $66K
Ogorek Anthony Joseph /NY/ 0.02% Add +26.3% 331 $66K
Citizens National Bank Trust Department 0.01% No change 328 $66K
Smallwood Wealth Investment Management, LLC 0.03% No change 322 $65K
Ares Financial Consulting, LLC 0.05% Add +8.5% 319 $64K
Motco 0.01% Add +1.9% 317 $64K
Entrust Financial LLC 0.04% Add +0.3% 311 $62K
Meramec Financial Planners, LLC 0.02% New 300 $62K
NBH Bank 0.03% — 309 $62K
Wilkerson Advisory Group LLC 0.02% Add +6.5% 309 $62K
Bank of New Hampshire 0.01% No change 293 $59K
Mowery & Schoenfeld Wealth Management, LLC 0.08% No change 286 $57K
Perkins Coie Trust Co 0.01% No change 285 $57K
Evolution Advisers, Inc. 0.02% Add +1.4% 286 $57K
Cornerstone Planning Group LLC 0.01% Reduce -0.7% 280 $56K
Signature Resources Capital Management, LLC 0.02% Add +1547.1% 280 $56K
Fairscale Capital, LLC 0.03% No change 279 $56K
Brown, Lisle/Cummings, Inc. 0.01% Add +4.5% 277 $56K
MeadowBrook Investment Advisors LLC 0.04% No change 277 $56K
Lavaca Capital LLC 0.01% Reduce -69.7% 275 $55K
Fortitude Family Office, LLC 0.01% Add +20.2% 274 $55K
KERR FINANCIAL PLANNING Corp 0.06% Add +0.4% 271 $54K
NBT Bank, N.A. 0.00% Reduce -15.7% 269 $54K
Standard Family Office LLC 0.05% No change 268 $54K
Legacy Bridge, LLC 0.02% No change 262 $53K
Private Wealth Management Group, LLC 0.01% Reduce -21.4% 257 $52K
Elevation Wealth Partners, LLC 0.02% Add +137.0% 256 $51K
Networth Advisors, LLC 0.03% Add +0.4% 255 $51K
Arlington Trust Co LLC 0.00% Add +17.1% 253 $51K
Rossby Financial, LCC 0.01% Reduce -71.1% 252 $51K
Evolution Wealth Management Inc. 0.03% No change 250 $50K
Regatta Research & Money Management 0.05% — 246 $49K
Vanguard National Trust Co 0.00% Reduce -31.6% 244 $49K
Elevated Capital Advisors, LLC 0.01% Add +0.4% 244 $49K
Fiduciary Financial Advisors 0.01% New 250 $49K
Activest Wealth Management 0.01% Add +59.5% 236 $47K
PEAK6 LLC 0.00% Reduce -96.6% 235 $47K
Avion Wealth 0.01% Add +9.7% 238 $47K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 233 $47K
Murphy & Mullick Capital Management Corp 0.03% Reduce -0.9% 229 $46K
WPG Advisers, LLC 0.03% Reduce -13.6% 229 $46K
One River Asset Management, LLC 0.22% Reduce -41.5% 226 $45K
Security National Bank 0.01% Reduce -57.7% 220 $44K
Pin Oak Investment Advisors Inc. 0.03% Add +0.5% 219 $44K
DiNuzzo Private Wealth, Inc. 0.00% No change 217 $44K
IAG Wealth Partners, LLC 0.00% No change 216 $43K
Sarver Vrooman Wealth Advisors 0.02% Reduce -2.9% 203 $42K
Align Financial, LLC 0.02% No change 206 $41K
First United Bank & Trust 0.01% Add +34.2% 204 $41K
Tanglewood Legacy Advisors, LLC 0.01% No change 203 $41K
Toews Corp. 0.01% New 203 $41K
WealthCollab, LLC 0.01% No change 200 $40K
Financial Network Wealth Advisors LLC 0.04% Add +2.0% 199 $40K
Dogwood Wealth Management LLC 0.02% Reduce -3.0% 195 $39K
Caitlin John, LLC 0.02% No change 191 $38K
Silicon Valley Capital Partners 0.00% Add +0.5% 191 $38K
Valued Wealth Advisors LLC 0.01% Add +2.2% 189 $38K
GoalVest Advisory LLC 0.01% Add +26.0% 189 $38K
Physician Wealth Advisors, Inc. 0.00% Reduce -48.3% 182 $37K
Kemnay Advisory Services Inc. 0.00% Add +1.1% 179 $36K
Albion Financial Group 0.00% Reduce -21.4% 176 $35K
Advantage Trust Co 0.01% New 175 $35K
High Note Wealth, LLC 0.01% Add +65.7% 174 $35K
Nova Wealth Management, Inc. 0.02% No change 169 $34K
Kilter Group LLC 0.01% Reduce -4.1% 163 $33K
Washington Trust Advisors, Inc. 0.00% Add +14.0% 163 $33K
Covestor Ltd 0.02% Add +1.3% 158 $32K
EFG International AG 0.00% Add +95.1% 158 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 155 $31K
Crewe Advisors LLC 0.00% Add +811.8% 155 $31K
Joseph Group Capital Management 0.01% Add +6.2% 154 $31K
Colonial Trust Advisors 0.00% Reduce -81.3% 153 $31K
Ascentis Wealth Management, LLC 0.01% No change 153 $31K
Pension & Wealth Management Advisors, Inc. 0.01% New 152 $31K
Concord Wealth Partners 0.00% New 152 $30K
Walsh & Associates, LLC 0.02% Reduce -25.0% 150 $30K
Gould Capital, LLC 0.02% No change 150 $30K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 149 $30K
Summit Securities Group LLC 0.01% Add +39.8% 144 $29K
Prosperity Bancshares Inc 0.02% Reduce -2.1% 142 $28K
Sittner & Nelson, LLC 0.01% No change 140 $28K
RMG Wealth Management LLC 0.00% Reduce -21.3% 126 $28K
Coston, McIsaac & Partners 0.01% No change 143 $28K
SOA Wealth Advisors, LLC. 0.00% Reduce -52.1% 139 $28K
Private Wealth Asset Management, LLC 0.00% No change 139 $28K
Wolff Wiese Magana LLC 0.01% No change 138 $28K
Raffa Wealth Management, LLC 0.00% Add +11.3% 138 $28K
Union Savings Bank 0.01% No change 136 $27K
Purpose Unlimited Inc. 0.00% No change 135 $27K
Planning Strategies Inc. 0.02% — 134 $27K
Founders Capital Management 0.01% No change 132 $26K
Solstein Capital, LLC 0.01% No change 130 $26K
Roble, Belko & Company, Inc 0.00% No change 131 $26K
Cornerstone Financial Management LLC 0.02% Add +45.4% 125 $25K
CrossGen Wealth, LLC 0.02% No change 124 $25K
Olistico Wealth, LLC 0.01% No change 124 $25K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 122 $24K
Bravera Wealth 0.01% New 118 $24K
CBIZ Investment Advisory Services, LLC 0.00% No change 128 $23K
American Capital Advisory, LLC 0.01% Add +16.2% 115 $23K
LOM Asset Management Ltd 0.01% No change 115 $23K
Prestige Wealth Management Group LLC 0.00% No change 113 $23K
Kennebec Savings Bank 0.02% New 113 $23K
Cherry Tree Wealth Management, LLC 0.00% No change 113 $23K
Frazier Financial Advisors, LLC 0.01% Reduce -29.1% 112 $22K
VSM Wealth Advisory, LLC 0.01% No change 112 $22K
Bare Financial Services, Inc 0.01% Add +64.7% 112 $22K
Pacific Center for Financial Services 0.01% No change 111 $22K
Peoples Financial Services Corp. 0.01% No change 111 $22K
United Financial Planning Group LLC 0.01% No change 109 $22K
Highline Wealth Partners LLC 0.00% Add +15.6% 104 $21K
United Community Bank 0.01% Add +108.2% 102 $20K
Measured Wealth Private Client Group, LLC 0.00% No change 102 $20K
Marquette Asset Management, LLC 0.00% Reduce -42.9% 101 $20K
Paladin Partners, LLC 0.01% No change 100 $20K
Byrne Asset Management LLC 0.01% Add +3.1% 100 $20K
Game Plan Financial Advisors, LLC 0.01% Reduce -77.8% 100 $20K
Stance Capital LLC 0.01% New 100 $20K
Logan Capital Management Inc. 0.00% — 100 $20K
Boreal Capital Management LLC 0.02% No change 97 $19K
First Financial Corp. 0.01% No change 97 $19K
Gen-Wealth Partners Inc 0.01% No change 96 $19K
HFM Investment Advisors, LLC 0.01% Reduce -5.0% 94 $19K
Gables Capital Management Inc. 0.01% No change 90 $18K
Loomis Sayles & Co. L P 0.00% Add +64.8% 89 $18K
New England Capital Financial Advisors LLC 0.00% No change 81 $16K
Miller Global Investments, LLC 0.01% No change 79 $16K
Hilton Head Capital Partners, LLC 0.01% No change 76 $15K
TFC Financial Management, Inc. 0.00% Add +15.2% 76 $15K
Sfam, LLC 0.01% No change 75 $15K
GS Investments, Inc. 0.01% No change 75 $15K
Bay Harbor Wealth Management, LLC 0.00% Add +53.1% 75 $15K
DecisionPoint Financial, LLC 0.00% Add +5.9% 72 $15K
JDM Financial Group LLC 0.00% No change 72 $14K
Nvest Wealth Strategies, Inc. 0.01% No change 71 $14K
Fourth Dimension Wealth, LLC 0.00% New 71 $14K
Triumph Capital Management 0.00% No change 70 $14K
Centerpoint Advisors, LLC 0.00% Reduce -77.4% 72 $14K
Clark Wealth Partners 0.01% Add +13.1% 69 $14K
YANKCOM Partnership 0.00% Reduce -26.4% 67 $13K
Godfrey Financial Associates, Inc. 0.01% No change 65 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 64 $13K
IMG Wealth Management, Inc. 0.01% Reduce -30.8% 63 $13K
Torren Management, LLC 0.01% No change 61 $12K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 61 $12K
Financial Gravity Companies, Inc. 0.00% — 61 $12K
Lodestone Wealth Management LLC 0.00% No change 61 $12K
Hughes Financial Services, LLC 0.00% Reduce -77.7% 59 $12K
Provenance Wealth Advisors, LLC 0.00% Add +133.3% 56 $11K
Tounjian Advisory Partners, LLC 0.00% New 54 $11K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.00% Reduce -71.9% 54 $11K
Principia Wealth Advisory, LLC 0.01% Add +35.9% 53 $11K
Buck Wealth Strategies, LLC 0.00% New 53 $11K
Rialto Wealth Management, LLC 0.00% Add +48.6% 52 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 52 $10K
Highland Investment Advisors LLC 0.00% — 52 $10K
Chesapeake Asset Management LLC 0.01% New 50 $10K
First Pacific Financial 0.00% Reduce -33.3% 50 $10K
West Branch Capital LLC 0.00% No change 49 $10K
Burk Holdings LLC 0.00% No change 49 $10K
Vermillion Wealth Management, Inc. 0.00% Reduce -46.6% 47 $9K
Cetera Trust Company, N.A 0.00% No change 46 $9K
JNBA Financial Advisors 0.00% No change 46 $9K
Itau Unibanco Holding S.A. 0.00% Reduce -99.1% 46 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 42 $8K
Corsicana & Co. 0.00% New 41 $8K
Vision Retirement, LLC 0.00% No change 41 $8K
TD Capital Management LLC 0.00% Add +2.5% 41 $8K
Addison Advisors LLC 0.00% Reduce -94.1% 40 $8K
Tidemark, LLC 0.00% Add +5.3% 40 $8K
BOK Financial Private Wealth, Inc. 0.00% New 39 $8K
Fortis Group Advisors, LLC 0.00% No change 38 $8K
Aspect Partners, LLC 0.00% Reduce -17.8% 37 $7K
Vision Financial Markets LLC 0.01% No change 36 $7K
LifeSteps Financial, Inc. 0.00% New 36 $7K
Coastline Trust Co 0.00% Add +157.1% 36 $7K
Westfuller Advisors, LLC 0.00% Add +88.9% 34 $7K
Bullock Wealth Management Group 0.00% No change 33 $7K
Morse Asset Management, Inc 0.00% No change 33 $7K
PFS Partners, LLC 0.00% No change 31 $6K
Creative Capital Management Investments LLC 0.00% New 31 $6K
Abound Wealth Management 0.00% Reduce -79.4% 29 $6K
Darwin Wealth Management, LLC 0.00% Add +3.6% 29 $6K
Quaker Wealth Management, LLC 0.00% Add +42.1% 27 $5K
Hoey Investments, Inc. 0.00% Add +35.0% 27 $5K
Gleason Group, Inc. 0.00% New 27 $5K
Cornerstone National Bank & Trust Co 0.00% No change 26 $5K
Rachor Investment Advisory Services, LLC 0.00% No change 26 $5K
Friedenthal Financial 0.00% No change 25 $5K
CDKV Holdings LLC 0.00% No change 25 $5K
Mb, Levis & Associates, LLC 0.00% No change 25 $5K
Hollencrest Capital Management 0.00% No change 25 $5K
IFS Advisors, LLC 0.00% No change 25 $5K
Anchor Bay Capital, Inc. 0.00% — 22 $5K
1015 Capital Partners, LLC 0.00% No change 24 $5K
Hurley Capital, LLC 0.00% No change 23 $5K
Miller Wealth Advisors, LLC 0.00% New 22 $4K
Granite FO LLC 0.00% No change 22 $4K
WestEnd Advisors, LLC 0.00% Add +4.8% 22 $4K
Davis Capital Management 0.00% New 21 $4K
Center for Financial Planning, Inc. 0.00% No change 18 $4K
Investors Research Corp 0.00% No change 17 $3K
Oakmont Advisory Group, LLC 0.00% New 16 $3K
Marshall Investment Management, LLC 0.00% New 15 $3K
Advocate Investing Services LLC 0.00% No change 14 $3K
PayPay Securities Corp 0.06% No change 13 $3K
Retirement Wealth Solutions LLC 0.00% New 12 $2K
Noble Wealth Management PBC 0.00% New 12 $2K
MPWM Advisory Solutions, LLC 0.00% No change 12 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $2K
Elequin Capital, LP 0.00% Add +10.0% 11 $2K
Keb Asset Management, LLC 0.00% New 11 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $2K
Breakwater Investment Management 0.00% New 9 $2K
Cranbrook Wealth Management, LLC 0.00% No change 9 $2K
Bfsg, LLC 0.00% No change 9 $2K
POM Investment Strategies, LLC 0.00% No change 8 $2K
Seneschal Advisors, LLC 0.00% No change 8 $2K
Lummis Asset Management, LP 0.00% New 7 $1K
Key Capital Management, INC 0.00% No change 7 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 7 $1K
Mosley Wealth Management 0.00% New 6 $1K
Strengthening Families & Communities, LLC 0.00% New 6 $1K
Kings Path Partners LLC 0.00% New 6 $1K
Mascoma Wealth Management LLC 0.00% Reduce -89.1% 6 $1K
Bayban 0.00% No change 5 $1K
Downshift Financial, LLC 0.00% New 5 $1K
Copeland Capital Management, LLC 0.00% No change 5 $1K
Navigoe, LLC 0.00% New 7 $1K
Redwood Park Advisors LLC 0.00% No change 4 $803
Stone House Investment Management, LLC 0.00% Add +200.0% 3 $602
Morton Brown Family Wealth, LLC 0.00% New 3 $602
Cordant, Inc. 0.00% New 2 $492
3 Factor Indexing, LLC 0.00% No change 2 $402
Investors Portfolio Services LLC 0.00% Reduce -75.0% 2 $401
Maryland Capital Advisors Inc. 0.00% — 1 $201
NorthAvenue LLC 0.00% No change 1 $201
Valley Wealth Managers, Inc. 0.00% No change 1 $201

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