Duke EnergyDUK

13F holders, Q1 2024 (March 31)
1,902holders
7famous investors
$96.63avg. 13F price*

At the end of Q1 2024, 1,902 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.8B), BlackRock Inc. ($5.5B) and State Street Corp. ($3.7B). 7 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Duke Energy Corp.
Sector
Utilities
CUSIP
26441C204
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,902Q1 2024Q2 2024: 1,966Q2 2024Q3 2024: 2,062Q3 2024Q4 2024: 2,191Q4 2024Q1 2025: 2,257Q1 2025Q2 2025: 2,270Q2 2025Q3 2025: 2,330Q3 2025Q4 2025: 2,399Q4 2025Q1 2026: 2,483Q1 2026Q2 2026: 2,489Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions120$334.5M
Exits115$116.9M

Ownership 1,902 holders

Vanguard Group Inc. 0.14% Add +0.5% 70,675,702 $6.8B
BlackRock Inc. 0.13% Reduce -2.0% 56,852,101 $5.5B
State Street Corp. 0.17% Reduce -7.8% 38,462,060 $3.7B
Wellington Management Group LLP 0.35% Reduce -11.3% 20,165,622 $2.0B
Massachusetts Financial Services Co. 0.54% Reduce -0.5% 18,606,574 $1.8B
Geode Capital Management, LLC 0.15% Add +7.3% 16,552,410 $1.6B
Capital Research Global Investors 0.25% Add +3.2% 11,493,340 $1.1B
Morgan Stanley 0.08% Add +4.9% 10,895,970 $1.1B
Bank of America Corp. 0.08% Add +4.2% 8,807,246 $851.7M
Royal Bank of Canada 0.20% Reduce -3.0% 8,620,236 $833.7M
Franklin Resources Inc. 0.26% Add +5.4% 8,549,615 $826.8M
Charles Schwab Investment Management Inc. 0.19% Add +1.1% 8,606,139 $802.0M
FMR LLC 0.05% Reduce -30.0% 7,899,968 $764.0M
Northern Trust Corp. 0.13% Reduce -2.0% 7,521,230 $727.4M
Legal & General Group Plc 0.19% Reduce -0.3% 6,729,210 $650.8M
American Century Companies Inc. 0.39% Add +15.3% 6,363,361 $615.4M
Federated Hermes, Inc. 1.24% Reduce -3.4% 5,575,016 $539.2M
Bank of New York Mellon Corp 0.10% Reduce -5.1% 5,240,349 $506.8M
Neuberger Berman Group LLC 0.40% Reduce -23.0% 4,997,386 $483.2M
Invesco Ltd. 0.09% Reduce -3.9% 4,550,951 $440.1M
California Public Employees Retirement System 0.31% Reduce -3.1% 4,514,864 $436.6M
Macquarie Group Ltd. 0.47% Reduce -2.3% 4,249,414 $411.0M
Wells Fargo & Company 0.10% Add +0.3% 3,968,232 $383.8M
JPMorgan Chase & Co. 0.03% Add +17.1% 3,749,630 $362.6M
State Farm Mutual Automobile Insurance Co. 0.31% No change 3,569,308 $345.2M
Nuveen Asset Management, LLC 0.10% Add +24.5% 3,443,972 $338.7M
Mitsubishi UFJ Trust & Banking Corp 0.76% Reduce -11.0% 3,457,297 $332.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -0.5% 2,921,654 $282.6M
Goldman Sachs Group Inc. 0.06% Reduce -12.4% 2,758,587 $266.8M
Envestnet Asset Management Inc. 0.09% Add +3.4% 2,430,792 $235.1M
Cullen Capital Management, LLC 2.60% Add +26.9% 2,411,631 $233.2M
UBS Group AG 0.08% Add +15.3% 2,369,543 $229.2M
Swiss National Bank 0.16% Reduce -4.2% 2,308,141 $223.2M
Barclays PLC 0.10% Reduce -27.0% 2,193,610 $212.1M
Ensign Peak Advisors, Inc 0.36% Reduce -8.8% 2,051,222 $198.4M
Capital Wealth Planning, LLC 2.04% Add +1.6% 1,973,369 $190.8M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -1.1% 1,938,431 $187.5M
Raymond James & Associates 0.13% Add +1.9% 1,924,229 $186.1M
First Trust Advisors LP 0.17% Reduce -5.9% 1,766,686 $170.9M
Caisse de depot et placement du Quebec 0.37% Add +39.6% 1,595,694 $154.3M
Dimensional Fund Advisors LP 0.04% Add +0.7% 1,576,622 $152.5M
LPL Financial LLC 0.08% Add +0.5% 1,569,361 $151.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.02% Add +6.6% 1,546,232 $149.5M
National Pension Service 0.18% Add +1.5% 1,544,168 $149.3M
APG Asset Management N.V. 0.25% Add +2.1% 1,615,621 $144.7M
Rhumbline Advisers 0.13% Add +1.7% 1,409,862 $136.3M
Cohen & Steers, Inc. 0.27% Add +385.6% 1,346,147 $130.2M
Bessemer Group Inc. 0.23% Reduce -5.6% 1,338,893 $129.5M
HSBC Holdings PLC 0.09% Add +22.7% 1,337,341 $129.3M
Bank of Montreal 0.04% Reduce -13.1% 1,306,394 $125.6M
Canada Pension Plan Investment Board 0.13% Reduce -3.3% 1,251,527 $121.0M
Mackenzie Financial Corp. 0.17% Add +136.8% 1,239,225 $119.8M
T. Rowe Price Associates Inc. 0.01% Add +1.4% 1,203,916 $116.4M
Great Lakes Advisors, LLC 0.96% Add +16.8% 1,169,263 $113.1M
Ameriprise Financial Inc. 0.03% Reduce -5.1% 1,152,132 $111.4M
Voya Investment Management LLC 0.12% Add +191.8% 1,123,533 $108.7M
ExodusPoint Capital Management, LP 1.31% New 1,098,157 $106.2M
Victory Capital Management Inc. 0.11% Add +33.2% 1,096,960 $106.1M
Empower Advisory Group, LLC 0.39% Add +7.1% 1,089,812 $105.4M
Marshall Wace, LLP 0.18% Add +892.5% 1,084,624 $104.9M
California State Teachers Retirement System 0.13% Reduce -3.7% 1,058,838 $102.4M
Nordea Investment Management AB 0.12% Reduce -2.7% 1,016,117 $97.9M
Mariner, LLC 0.20% Add +0.6% 991,127 $95.8M
Maple-Brown Abbott Ltd 9.63% Reduce -2.2% 973,160 $94.1M
Two Sigma Investments, LP 0.24% Reduce -22.1% 959,875 $92.8M
Amundi 0.04% Reduce -44.9% 963,147 $92.4M
Russell Investments Group, Ltd. 0.14% Add +6.1% 945,845 $91.5M
Principal Financial Group Inc. 0.05% Add +1.6% 935,091 $90.4M
State Board of Administration of Florida Retirement System 0.21% Add +12.0% 935,539 $90.3M
Thrivent Financial for Lutherans 0.18% Add +3.8% 932,933 $90.2M
BNP Paribas Financial Markets 0.11% Add +44.0% 915,875 $88.6M
New York State Common Retirement Fund 0.12% Reduce -1.6% 909,272 $87.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +17.9% 908,285 $87.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -6.6% 892,864 $86.3M
Assenagon Asset Management S.A. 0.23% Add +4163.9% 882,552 $85.4M
Truist Financial Corp. 0.12% Reduce -4.5% 850,053 $82.2M
Deutsche Bank AG 0.04% Add +2.6% 841,584 $81.4M
Alliancebernstein L.P. 0.03% Reduce -6.7% 827,998 $80.1M
Cincinnati Insurance Co. 1.26% Add +51.8% 794,816 $76.9M
Credit Suisse AG/ 0.07% Reduce -6.3% 784,726 $75.9M
Stifel Financial Corp. 0.08% Add +4.0% 770,739 $74.5M
Adage Capital Partners Gp, L.L.C. 0.14% Add +73.4% 756,213 $73.1M
Raymond James Financial Services Advisors, Inc. 0.11% Reduce -4.4% 746,294 $72.2M
New York State Teachers Retirement System 0.15% Reduce -2.6% 739,435 $71.5M
Prudential Financial Inc. 0.10% Add +21.2% 731,686 $70.8M
Sei Investments Co. 0.10% Add +25.6% 687,819 $66.5M
Natixis Advisors, LLC 0.15% Add +4.3% 660,550 $63.9M
Penserra Capital Management LLC 0.78% Reduce -1.1% 643,550 $62.2M
Fort Washington Investment Advisors Inc. 0.40% Reduce -6.3% 635,392 $61.4M
Janney Montgomery Scott LLC 0.18% Add +0.6% 628,293 $60.8M
Bartlett & Co. Wealth Management LLC 0.93% Add +2.1% 627,818 $60.7M
Citigroup Inc. 0.06% Add +13.8% 602,724 $58.3M
Reaves W H & Co. Inc. 2.07% Reduce -15.6% 587,055 $56.8M
Baird Financial Group, Inc. 0.12% Reduce -0.4% 567,000 $54.8M
Old Republic International Corp. 2.13% No change 560,731 $54.2M
PNC Financial Services Group, Inc. 0.04% Reduce -2.8% 559,712 $54.1M
Commonwealth Equity Services, LLC 0.09% Reduce -1.7% 548,940 $53.1M
Two Sigma Advisers, LP 0.12% Reduce -28.6% 523,200 $50.6M
HighTower Advisors, LLC 0.08% Reduce -1.4% 522,058 $50.5M
Epoch Investment Partners, Inc. 0.21% Reduce -7.3% 485,596 $47.0M
Korea Investment CORP 0.12% Reduce -9.5% 473,841 $45.8M
Cetera Investment Advisers 0.10% Add +187.8% 456,821 $44.2M
State of New Jersey Common Pension Fund D 0.13% No change 446,186 $43.2M
Pictet Asset Management Holding SA 0.05% Reduce -2.8% 442,482 $42.8M
Wealth Enhancement Advisory Services, LLC 0.11% Add +3.2% 435,157 $42.1M
Pinebridge Investments, L.P. 0.33% Add +63.3% 430,788 $41.7M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.8% 430,412 $41.6M
State of Wisconsin Investment Board 0.11% Add +2.7% 423,745 $41.0M
Renaissance Technologies 0.06% Add +6052.6% 409,150 $39.6M
US Bancorp \de 0.06% Reduce -2.6% 408,935 $39.5M
Osaic Holdings, Inc. 0.09% Reduce -41.1% 406,473 $39.3M
AQR Capital Management 0.07% Reduce -41.7% 407,986 $39.3M
Vaughan David Investments LLC 0.96% Add +2.0% 399,432 $38.6M
Captrust Financial Advisors 0.14% Reduce -34.4% 392,005 $37.9M
CANADA LIFE ASSURANCE Co 0.08% Reduce -0.3% 388,686 $37.6M
Royal London Asset Management Ltd. 0.09% Add +156.8% 386,411 $37.4M
Brandywine Global Investment Management, LLC 0.27% Reduce -0.9% 380,245 $36.8M
Brookfield Corp 0.21% New 375,121 $36.3M
WestEnd Advisors, LLC 0.94% Add +7.5% 373,808 $36.2M
Verition Fund Management LLC 0.39% Add +88.3% 372,023 $36.0M
CBRE Investment Management Listed Real Assets LLC 0.67% Reduce -14.1% 370,801 $35.9M
Asset Management One Co., Ltd. 0.14% Reduce -6.0% 367,662 $35.6M
Public Employees Retirement System of Ohio 0.14% Reduce -10.3% 367,580 $35.5M
Crawford Investment Counsel Inc. 0.66% Reduce -0.6% 366,913 $35.5M
Morningstar Investment Services LLC 0.39% Reduce -53.7% 365,591 $35.1M
Allspring Global Investments Holdings, LLC 0.05% Reduce -9.4% 355,611 $34.4M
Gabelli Funds LLC 0.25% Reduce -2.6% 345,500 $33.4M
Treasurer of the State of North Carolina 0.15% Add +0.7% 344,585 $33.3M
Advisors Capital Management, LLC 0.60% Add +9.0% 340,904 $33.0M
Squarepoint Ops LLC 0.13% Add +1500.3% 334,217 $32.3M
Resona Asset Management Co.,Ltd. 0.19% — 332,446 $32.2M
Magellan Asset Management Ltd 0.30% Reduce -1.6% 329,853 $31.9M
Corient Private Wealth LP 0.06% Reduce -4.7% 327,828 $31.7M
TD Asset Management Inc 0.03% Add +0.3% 323,891 $31.3M
Aberdeen Group plc 0.06% Add +0.3% 318,584 $30.8M
State of Tennessee, Department of Treasury 0.11% Reduce -9.9% 316,760 $30.6M
M&T Bank Corp 0.11% Reduce -0.5% 312,967 $30.3M
Mn Services Vermogensbeheer B.V. 0.22% New 311,600 $30.1M
Foundry Partners, LLC 1.56% Add +11.1% 302,158 $29.2M
Fifth Third Bancorp 0.11% Add +0.5% 300,383 $29.1M
Natixis 0.16% New 296,274 $28.7M
Clark Capital Management Group, Inc. 0.21% Add +3.7% 295,350 $28.6M
Qube Research & Technologies Ltd 0.05% Add +21014.1% 294,120 $28.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +16.7% 295,187 $28.1M
MML Investors Services, LLC 0.12% Reduce -0.5% 288,857 $27.9M
Energy Income Partners, LLC 0.56% Add +29.4% 285,053 $27.6M
Comerica Bank 0.12% Reduce -3.7% 284,938 $27.6M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -6.6% 284,320 $27.5M
Teacher Retirement System of Texas 0.17% Add +39.0% 274,371 $26.5M
CIBC Private Wealth Group LLC 0.05% Add +575.7% 274,988 $26.4M
Toronto Dominion Bank 0.04% Reduce -41.5% 272,710 $26.4M
Cerity Partners LLC 0.07% Add +16.4% 269,739 $26.1M
Liberty One Investment Management, LLC 2.94% Add +2.1% 268,628 $26.0M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Add +322.4% 267,278 $25.8M
Nomura Asset Management Co. Ltd. 0.09% Add +1.1% 264,782 $25.6M
IFM Investors Pty Ltd 0.27% Add +0.9% 258,224 $25.0M
Commerce Bank 0.16% Reduce -5.8% 257,255 $24.9M
Creative Planning 0.03% Add +4.6% 253,609 $24.5M
Duff & Phelps Investment Management Co. 0.29% No change 252,058 $24.4M
STRS Ohio 0.10% Add +9.2% 248,905 $24.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.86% Add +0.5% 243,926 $23.6M
Bollard Group LLC 0.70% Add +1.8% 240,809 $23.3M
Alps Advisors Inc. 0.16% Add +2.3% 238,552 $23.1M
Clarity Financial LLC 3.57% Add +5.8% 237,832 $23.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +13.6% 232,932 $22.5M
Sabal Trust CO 1.30% Add +0.2% 231,349 $22.4M
CIBC Asset Management Inc 0.08% Add +1.5% 230,380 $22.3M
Deprince Race & Zollo Inc. 0.48% Reduce -1.0% 229,981 $22.2M
Capital Fund Management S.A. 0.27% Add +430.1% 225,659 $21.8M
DAVENPORT & Co LLC 0.14% Add +3.2% 224,709 $21.7M
Forsta Ap-Fonden 0.18% Add +49.5% 224,400 $21.7M
Arizona State Retirement System 0.15% Add +2.0% 221,168 $21.4M
Stephens Inc. 0.33% Add +37.4% 220,412 $21.3M
USS Investment Management Ltd 0.17% Reduce -2.9% 218,811 $21.2M
National Bank of Canada 0.04% Reduce -41.6% 205,270 $21.1M
Gotham Asset Management 0.31% Add +1075.7% 211,854 $20.5M
State of Michigan Retirement System 0.11% Add +0.1% 211,236 $20.4M
Thomasville National Bank 1.68% Add +4.8% 210,502 $20.4M
Guggenheim Capital LLC 0.14% Add +0.4% 209,675 $20.3M
DekaBank Deutsche Girozentrale 0.04% Add +15.4% 207,862 $19.9M
Bruce & Co., Inc. 6.64% No change 203,890 $19.7M
D.A. Davidson & Co. 0.18% Add +14.1% 203,028 $19.6M
UMB Bank, n.a. 0.31% Reduce -16.7% 201,621 $19.5M
Bokf, NA 0.35% Add +4.6% 201,914 $19.4M
Godsey & Gibb, Inc. 2.02% Add +3.3% 198,367 $19.2M
Stack Financial Management, Inc 1.76% Reduce -0.7% 198,174 $19.2M
Rockefeller Capital Management L.P. 0.06% Add +38.8% 198,012 $19.1M
Susquehanna International Group, LLP 0.03% Reduce -36.9% 196,652 $19.0M
American International Group, Inc. 0.07% Reduce -0.3% 195,280 $18.9M
Van Eck Associates Corp. 0.03% Add +2.9% 194,326 $18.8M
Huntington National Bank 0.20% Reduce -1.6% 192,120 $18.6M
Calamos Advisors LLC 0.13% Reduce -2.5% 187,609 $18.1M
MetLife Investment Management, LLC 0.12% Reduce -3.5% 180,524 $17.5M
Daiichi Life Insurance Co., Ltd. 0.39% Reduce -6.1% 179,861 $17.4M
Envestnet Portfolio Solutions, Inc. 0.07% Add +0.1% 178,789 $17.3M
Hyman Charles D 0.92% Reduce -0.3% 172,335 $16.7M
NorthCrest Asset Manangement, LLC 0.57% Add +0.6% 171,865 $16.6M
Retirement Systems of Alabama 0.06% Add +0.2% 170,171 $16.5M
Payden & Rygel Investment Group 1.11% — 168,790 $16.3M
Payden & Rygel 1.11% Add +24.2% 168,790 $16.3M
Financial Counselors Inc. 0.27% Add +3.0% 164,261 $15.9M
Illinois Municipal Retirement Fund 0.24% Reduce -27.5% 163,077 $15.8M
Tocqueville Asset Management L.P. 0.26% Reduce -0.1% 161,911 $15.7M
Woodmont Investment Counsel LLC 1.31% Add +3.4% 161,099 $15.6M
Texas Permanent School Fund Corp. 0.12% Add +0.1% 159,373 $15.4M
Amalgamated Bank 0.13% Reduce -14.7% 158,899 $15.4M
Oppenheimer Asset Management Inc. 0.22% Reduce -11.8% 158,526 $15.3M
Orion Porfolio Solutions, LLC 0.16% Reduce -2.0% 158,097 $15.3M
Orion Portfolio Solutions, LLC 0.16% Reduce -2.0% 158,097 $15.3M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -3.6% 155,685 $15.1M
Synovus Financial Corp. 0.19% Reduce -0.4% 154,790 $15.0M
Edgar Lomax Co. 0.92% Reduce -67.3% 153,091 $14.8M
Mercer Global Advisors Inc. 0.04% Add +31.8% 151,213 $14.6M
Canal Insurance CO 3.74% No change 150,166 $14.5M
Gratus Capital, LLC 0.67% Add +2.6% 149,804 $14.5M
Kestra Advisory Services, LLC 0.10% Add +25.4% 149,558 $14.5M
CWA Asset Management Group, LLC 0.87% Reduce -1.0% 148,675 $14.4M
Nissay Asset Management Corp. /Japan 0.10% Add +60.8% 144,172 $13.9M
Cantor Fitzgerald Investment Advisors L.P. 0.99% Add +21.4% 138,326 $13.4M
South Dakota Investment Council 0.27% No change 136,512 $13.2M
Czech National Bank 0.17% Add +0.5% 135,658 $13.1M
Wedge Capital Management L L P 0.21% Add +11.8% 135,061 $13.1M
Robeco Institutional Asset Management B.V. 0.03% Add +115.8% 133,794 $12.9M
Utah Retirement Systems 0.15% Reduce -0.1% 133,686 $12.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.3% 132,522 $12.8M
Colonial Trust Advisors 1.26% Reduce -3.5% 131,898 $12.8M
ARS Wealth Advisors Group, LLC 1.71% Add +13.6% 131,331 $12.7M
Beck Mack & Oliver LLC 0.26% Add +0.1% 130,999 $12.7M
Lockheed Martin Investment Management Co. 0.91% Reduce -8.6% 130,900 $12.5M
NewEdge Advisors, LLC 0.11% Add +2.2% 128,184 $12.4M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +10.3% 123,000 $11.9M
Independent Advisor Alliance 0.43% Add +2.2% 122,708 $11.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -27.1% 122,453 $11.8M
Yousif Capital Management, LLC 0.13% Reduce -2.3% 122,067 $11.8M
Guardian Capital Advisors LP 1.25% Reduce -0.9% 122,883 $11.6M
Brookstone Capital Management 0.21% Reduce -19.5% 119,333 $11.5M
Bcwm, LLC 3.92% Reduce -3.4% 117,877 $11.4M
Jane Street Group, LLC 0.01% Reduce -54.2% 117,222 $11.3M
Millennium Management 0.01% Add +203.8% 114,981 $11.1M
Vestcor Inc 0.37% Reduce -4.0% 113,167 $10.9M
Bogart Wealth, LLC 0.56% Add +2.3% 112,971 $10.9M
Willis Investment Counsel 0.74% No change 111,260 $10.8M
Greenland Capital Management LP 1.77% Add +49.9% 110,000 $10.6M
Hennessy Advisors Inc. 0.45% Reduce -4.5% 109,487 $10.6M
QRG Capital Management, Inc. 0.13% Add +1.6% 109,418 $10.6M
Janus Henderson Group PLC 0.01% Add +9.4% 108,819 $10.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -4.6% 107,897 $10.4M
SG Americas Securities, LLC 0.05% Add +197.1% 107,579 $10.4M
Townsquare Capital LLC 0.15% Add +68.4% 105,764 $10.2M
New York Life Investment Management LLC 0.10% Reduce -3.6% 105,261 $10.2M
Xponance LLC 0.11% Add +6.1% 104,679 $10.1M
Eagle Asset Management Inc. 0.05% Reduce -1.5% 105,187 $10.1M
Schroder Investment Management Group 0.01% Add +1.1% 104,010 $10.1M
Janney Capital Management LLC 0.67% Reduce -26.9% 103,923 $10.1M
Aventail Capital Group, LP 0.77% New 103,631 $10.0M
Stonebridge Capital Advisors LLC 0.90% Add +7.1% 103,311 $10.0M
River Road Asset Management, LLC 0.13% Add +22.1% 103,232 $10.0M
ProShare Advisors LLC 0.03% Reduce -1.6% 101,889 $9.9M
Jones Financial Companies LLLP 0.01% Add +15.4% 101,494 $9.8M
Mutual of America Capital Management LLC 0.11% Reduce -2.0% 101,085 $9.8M
Bank of Nova Scotia 0.02% Reduce -41.0% 100,941 $9.8M
Meyer Handelman Co. 0.33% Reduce -17.4% 97,207 $9.4M
InterOcean Capital Group, LLC 0.22% Add +75.2% 96,382 $9.3M
Exchange Traded Concepts, LLC 0.24% Add +1319.8% 95,880 $9.3M
Zions Bancorporation, N.A. 0.68% Add +6.0% 95,703 $9.3M
Dean Investment Associates, LLC 1.23% Add +5.7% 92,696 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +5.8% 92,600 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +4.0% 92,308 $8.9M
Atria Wealth Solutions, Inc. 0.10% Add +8.7% 91,470 $8.8M
Focus Partners Wealth 0.07% Add +18.8% 90,462 $8.7M
Peregrine Asset Advisers, Inc. 3.49% Add +680.4% 90,443 $8.7M
Cibc World Market Inc. 0.02% Reduce -43.5% 90,277 $8.7M
Blair William & Co. 0.03% Reduce -1.9% 90,025 $8.7M
Bell Bank 0.74% Add +2.7% 89,206 $8.6M
Thompson Siegel & Walmsley LLC 0.13% Add +122.8% 89,069 $8.6M
Oak Harvest Investment Services 1.43% Add +25.4% 88,812 $8.6M
Rafferty Asset Management, LLC 0.03% Add +3.2% 88,724 $8.6M
Swiss Life Asset Management Ltd 0.12% Reduce -13.1% 88,262 $8.5M
Agf Management Ltd. 0.05% Add +1.6% 87,881 $8.5M
Public Sector Pension Investment Board 0.06% Reduce -3.4% 87,427 $8.5M
Raymond James Trust N.A. 0.20% Reduce -0.5% 87,414 $8.5M
Oppenheimer & Co. Inc. 0.14% Add +5.6% 86,936 $8.4M
Linscomb Wealth, Inc. 0.43% Reduce -2.1% 86,147 $8.3M
Laurel Wealth Advisors LLC 1.43% Add +0.2% 85,976 $8.3M
Azimuth Capital Investment Management LLC 0.34% Add +45.3% 84,990 $8.2M
Tompkins Financial Corp. 0.93% Add +1.2% 84,829 $8.2M
Florida Trust Wealth Management Co 0.28% Reduce -7.7% 84,731 $8.2M
Romano Brothers and Company 1.11% Reduce -0.2% 84,003 $8.1M
State of Alaska, Department of Revenue 0.09% Add +0.5% 83,625 $8.1M
Advocate Group LLC 1.58% Add +16.3% 82,386 $8.0M
Snowden Capital Advisors LLC 0.25% Add +25.2% 82,061 $7.9M
Biondo Investment Advisors, LLC 1.22% Add +2.0% 81,887 $7.9M
Savant Capital, LLC 0.09% Add +2.1% 81,338 $7.9M
Anchor Investment Management, LLC 0.81% Add +0.1% 80,338 $7.8M
Pacer Advisors, Inc. 0.02% Reduce -9.1% 80,180 $7.8M
First Citizens Bank & Trust Co. 0.15% Add +6.4% 79,180 $7.7M
Trexquant Investment LP 0.15% New 78,265 $7.6M
Cibc World Markets Corp. 0.05% Reduce -51.3% 77,326 $7.5M
Capital Investment Advisory Services, LLC 0.80% Reduce -8.9% 77,255 $7.5M
B. Riley Wealth Advisors, Inc. 0.20% Add +3.9% 84,071 $7.4M
Pathstone Holdings, LLC 0.03% Reduce -0.2% 76,617 $7.4M
Philadelphia Trust Co. 0.59% Add +2.4% 76,565 $7.4M
New England Asset Management Inc. 1.20% Add +5.3% 76,525 $7.4M
Cubist Systematic Strategies, LLC 0.08% New 76,520 $7.4M
Daiwa Securities Group Inc. 0.04% Add +9.7% 76,309 $7.4M
Chartwell Investment Partners, LLC 0.25% New 75,130 $7.3M
Aptus Capital Advisors, LLC 0.15% Add +10.1% 74,659 $7.2M
Morgan Dempsey Capital Management LLC 2.30% Reduce -9.4% 74,178 $7.2M
Sequoia Financial Advisors, LLC 0.09% Reduce -5.4% 73,450 $7.1M
Farmers Trust Co. 1.43% Reduce -0.0% 73,206 $7.1M
Private Advisor Group, LLC 0.05% Reduce -3.3% 73,045 $7.1M
Keybank National Association 0.03% Add +0.3% 72,789 $7.0M
Wasatch Advisors LP 0.04% Add +3.7% 72,700 $7.0M
Atria Investments, Inc 0.10% Add +3.1% 71,889 $7.0M
Windward Capital Management Co. 0.57% Reduce -0.7% 70,025 $6.8M
O'shaughnessy Asset Management, LLC 0.07% Reduce -18.1% 69,971 $6.8M
Insight Folios Inc 2.67% Add +3.2% 68,229 $6.6M
Calydon Capital 1.25% Add +28.7% 67,158 $6.6M
Soltis Investment Advisors LLC 0.73% Add +3.9% 67,624 $6.5M
Avantax Advisory Services, Inc. 0.06% Reduce -5.7% 67,476 $6.5M
Patten & Patten Inc. 0.46% Reduce -4.4% 67,431 $6.5M
Canal Capital Management, LLC 1.09% Add +11.0% 67,149 $6.5M
SouthState Bank Corp 0.50% Reduce -19.9% 66,987 $6.5M
Strategic Advisors LLC 1.27% Add +0.0% 66,328 $6.4M
Cincinnati Casualty Co. 3.51% No change 66,300 $6.4M
Oregon Public Employees Retirement Fund 0.13% Add +9.6% 65,943 $6.4M
D. E. Shaw & Co. 0.01% Reduce -0.6% 65,660 $6.3M
Lowe Brockenbrough & Co. Inc. 0.43% Add +982.3% 65,415 $6.3M
Gulf International Bank (UK) Ltd 0.16% Add +1.3% 65,341 $6.3M
Matrix Asset Advisors Inc. 0.75% Add +339.3% 65,230 $6.3M
Farmers & Merchants Investments Inc. 0.21% Reduce -7.3% 64,840 $6.3M
GLOBALT Investments LLC / GA 0.25% Reduce -1.3% 64,582 $6.2M
NewSquare Capital LLC 0.55% Add +0.6% 65,480 $6.2M
Camden National Bank 1.10% Reduce -0.5% 64,298 $6.2M
Welch & Forbes LLC 0.09% Reduce -6.3% 64,291 $6.2M
First PREMIER Bank 1.64% Reduce -2.3% 64,082 $6.2M
Loomis Sayles & Co. L P 0.01% Add +57.8% 64,067 $6.2M
Wealthfront Advisers LLC 0.02% Add +0.1% 64,033 $6.2M
Credit Agricole S A 0.11% New 64,546 $6.2M
HB Wealth Management, LLC 0.08% Add +1.5% 63,896 $6.2M
Wesbanco Bank Inc. 0.23% Add +18.7% 63,582 $6.1M
Advisory Services Network, LLC 0.14% Reduce -15.6% 63,245 $6.1M
GQG Partners LLC 0.01% New 63,075 $6.1M
Alaska Permanent Fund Corp 0.09% Add +1.8% 62,859 $6.1M
BCM Advisors, LLC 1.52% Add +0.1% 60,528 $6.0M
Glenmede Trust Co. NA 0.03% Reduce -5.6% 61,518 $5.9M
Kessler Investment Group, LLC 3.68% New 61,433 $5.9M
Prospera Financial Services Inc 0.18% Add +2.9% 61,302 $5.9M
Washington Trust Bank 0.56% Add +1.1% 60,970 $5.9M
Panagora Asset Management Inc. 0.03% Add +22.8% 60,027 $5.8M
Geneos Wealth Management Inc. 0.27% Reduce -1.8% 59,999 $5.8M
Kestra Private Wealth Services, LLC 0.13% Add +3.8% 59,277 $5.7M
Steward Partners Investment Advisory, LLC 0.06% Add +12.7% 59,207 $5.7M
Capital Investment Advisors, LLC 0.13% Reduce -2.2% 58,982 $5.7M
TD Private Client Wealth LLC 0.19% Reduce -11.1% 58,655 $5.7M
Smith Salley Wealth Management 0.44% Reduce -4.9% 58,606 $5.7M
Kentucky Retirement Systems 0.17% Reduce -5.0% 58,552 $5.7M
Maryland State Retirement & Pension System 0.11% No change 60,008 $5.6M
Pathway Financial Advisers, LLC 2.03% Reduce -0.8% 58,087 $5.6M
Vanguard Personalized Indexing Management, LLC 0.12% Add +14.4% 57,209 $5.5M
ProVise Management Group, LLC 0.48% Reduce -4.8% 57,091 $5.5M
Beacon Pointe Advisors, LLC 0.06% Reduce -8.2% 56,490 $5.5M
Commerzbank Aktiengesellschaft 0.18% Add +11.2% 56,351 $5.5M
Prudential PLC 0.04% Reduce -28.1% 56,247 $5.4M
CHURCHILL MANAGEMENT Corp 0.07% Reduce -2.6% 55,800 $5.4M
Decade Renewable Partners LP 2.85% New 55,682 $5.4M
KMG Fiduciary Partners, LLC 0.56% Add +1.9% 55,563 $5.4M
Alley Investment Management Company, LLC 0.73% Reduce -0.5% 55,189 $5.3M
Marco Investment Management LLC 0.50% Add +4.0% 54,860 $5.3M
Estabrook Capital Management 0.81% Reduce -0.9% 54,165 $5.2M
Founders Financial Alliance, LLC 1.57% Add +4.2% 54,134 $5.2M
Sigma Planning Corp 0.16% Add +135.8% 53,094 $5.1M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Reduce -3.1% 52,909 $5.1M
Teza Capital Management LLC 0.68% New 52,840 $5.1M
Covington Investment Advisors Inc. 0.82% Reduce -8.4% 51,754 $5.0M
Coldstream Capital Management Inc. 0.13% Reduce -0.3% 51,626 $5.0M
CENTRAL TRUST Co 0.12% Reduce -3.8% 51,263 $5.0M
Brown Advisory Inc. 0.01% Reduce -5.4% 50,903 $4.9M
Eliot Finkel Investment Counsel, LLC 3.15% Reduce -1.8% 50,459 $4.9M
Aquatic Capital Management LLC 0.16% New 50,400 $4.9M
Beacon Financial Group 0.56% Reduce -3.1% 50,276 $4.9M
Moors & Cabot, Inc. 0.26% Reduce -3.0% 50,147 $4.8M
Legacy Capital Wealth Partners, LLC 3.43% New 49,037 $4.8M
Colonial Trust Co / SC 0.90% Add +2.1% 49,866 $4.8M
Stratos Wealth Partners, LTD. 0.08% Add +0.4% 49,733 $4.8M
Hartford Investment Management Co. 0.17% Reduce -4.2% 49,732 $4.8M
Family Legacy, Inc. 1.73% Reduce -0.5% 49,638 $4.8M
Tufton Capital Management 0.94% Add +0.0% 49,459 $4.8M
Strategic Wealth Partners, Ltd. 0.52% Reduce -6.1% 49,280 $4.8M
Park Avenue Securities LLC 0.06% Reduce -3.7% 49,017 $4.7M
OneDigital Investment Advisors LLC 0.07% Reduce -2.8% 48,514 $4.7M
Money Concepts Capital Corp. 0.43% Add +0.2% 48,347 $4.7M
Harvest Portfolios Group Inc. 0.18% Add +0.7% 47,957 $4.6M
FineMark National Bank & Trust 0.17% Reduce -7.5% 47,945 $4.6M
KBC Group NV 0.01% No change 47,605 $4.6M
Jamison Private Wealth Management, Inc. 0.77% Reduce -0.5% 47,266 $4.6M
Citadel Advisors 0.00% Reduce -78.5% 46,939 $4.5M
Pinnacle Financial Partners Inc 0.10% Add +0.1% 46,865 $4.5M
Chicago Partners Investment Group LLC 0.19% Reduce -0.2% 45,892 $4.5M
Benedict Financial Advisors Inc. 1.14% Add +1.0% 46,563 $4.5M
First Bank & Trust 0.91% Add +10.1% 45,706 $4.4M
Global Wealth Management Investment Advisory, Inc. 1.08% Add +4.5% 45,697 $4.4M
Crossmark Global Holdings, Inc. 0.09% Reduce -0.6% 45,675 $4.4M
Securian Asset Management, Inc. 0.13% Reduce -6.8% 45,410 $4.4M
Vontobel Holding Ltd. 0.04% Reduce -4.6% 45,399 $4.4M
Highland Capital Management, LLC 0.25% Reduce -1.3% 45,353 $4.4M
Metis Global Partners, LLC 0.16% Add +0.7% 45,350 $4.4M
Banque Cantonale Vaudoise 0.17% New 45,299 $4.4M
Fayez Sarofim & Co 0.01% Reduce -1.0% 45,294 $4.4M
Fulton Bank, N.A. 0.18% Reduce -0.3% 45,218 $4.4M
Boston Research & Management Inc. 1.08% Add +2.5% 45,206 $4.4M
Semmax Financial Advisors Inc. 1.43% Reduce -3.9% 42,332 $4.4M
Regions Financial Corp. 0.03% Reduce -8.7% 45,035 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -3.6% 44,900 $4.3M
Ieq Capital, LLC 0.06% Add +18.5% 44,875 $4.3M
Quadcap Wealth Management, LLC 0.99% Reduce -4.5% 44,816 $4.3M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +63.8% 44,710 $4.3M
Aull & Monroe Investment Management Corp 1.98% Reduce -0.8% 44,552 $4.3M
Tectonic Advisors LLC 0.33% Add +9.7% 44,242 $4.3M
Beacon Investment Advisory Services, Inc. 0.18% Reduce -1.4% 44,056 $4.3M
TD Waterhouse Canada Inc. 0.03% Add +2.9% 38,905 $4.2M
Johnson Investment Counsel Inc. 0.05% Reduce -0.8% 43,543 $4.2M
Intact Investment Management Inc. 0.17% No change 43,500 $4.2M
Eisler Capital (UK) Ltd. 0.51% New 42,927 $4.2M
Peapack Gladstone Financial Corp. 0.06% Add +0.5% 42,917 $4.2M
Whitener Capital Management, Inc. 1.35% Add +2.8% 42,759 $4.1M
United Capital Financial Advisors, LLC 0.03% Add +25.4% 41,512 $4.0M
Stablepoint Partners, LLC 0.81% Add +8.0% 41,233 $4.0M
Holderness Investments Co. 0.97% Reduce -0.1% 41,165 $4.0M
Assetmark, Inc. 0.01% Add +7.0% 40,874 $4.0M
First Horizon Advisors, Inc. 0.12% Add +2.5% 40,844 $4.0M
Cwm, LLC 0.02% Add +8.1% 40,411 $3.9M
Sky Investment Group LLC 0.77% Add +0.1% 40,284 $3.9M
Salem Investment Counselors Inc. 0.13% Reduce -1.4% 40,038 $3.9M
Ally Financial Inc. 0.52% New 40,000 $3.9M
Clough Capital Partners L P 0.42% No change 39,900 $3.9M
Level Four Advisory Services, LLC 0.21% No change 39,641 $3.8M
Cornerstone Advisors, LLC 0.16% No change 39,400 $3.8M
Leavell Investment Management, Inc. 0.22% Reduce -9.0% 39,264 $3.8M
Regal Investment Advisors LLC 0.26% Reduce -1.2% 38,999 $3.8M
Sowell Financial Services LLC 0.18% Add +3.0% 38,925 $3.8M
New Mexico Educational Retirement Board 0.13% Reduce -3.0% 38,860 $3.8M
Shelton Capital Management 0.11% Reduce -11.0% 38,795 $3.8M
Cincinnati Financial Corp. 0.08% Reduce -87.5% 38,784 $3.8M
Merit Financial Group, LLC 0.09% Add +3.7% 37,304 $3.7M
Tiaa Trust, National Association 0.01% Reduce -2.8% 38,650 $3.7M
IFP Advisors, Inc 0.16% Add +74.9% 38,393 $3.7M
Integrated Wealth Concepts LLC 0.05% Add +20.2% 38,263 $3.7M
Tidal Investments LLC 0.06% Add +116.2% 37,067 $3.6M
Providence Capital Advisors, LLC 0.78% Add +2.0% 37,045 $3.6M
Bragg Financial Advisors, Inc 0.16% Add +4.3% 36,987 $3.6M
Stock Yards Bank & Trust Co. 0.12% Reduce -3.7% 36,960 $3.6M
Birmingham Capital Management Co. Inc. 1.31% Reduce -3.4% 36,909 $3.6M
Waverly Advisors, LLC 0.08% Add +103.3% 36,514 $3.5M
Stamos Capital Partners, L.P. 0.80% Add +1.8% 36,300 $3.5M
TrinityBridge Ltd 0.13% Reduce -0.6% 36,268 $3.5M
Vident Advisory, LLC 0.07% Add +1.4% 35,883 $3.5M
Wilbanks Smith & Thomas Asset Management LLC 0.10% Reduce -2.6% 35,716 $3.5M
Daymark Wealth Partners, LLC 0.19% Add +39.4% 35,708 $3.5M
JARISLOWSKY, FRASER Ltd 0.02% No change 35,483 $3.4M
Cresset Asset Management, LLC 0.02% Add +6.0% 35,377 $3.4M
Advisors Asset Management, Inc. 0.07% Reduce -7.5% 35,340 $3.4M
Family Manage LLC 0.63% Add +39.9% 35,114 $3.4M
Bison Wealth, LLC 0.55% Add +1.1% 35,067 $3.4M
Man Group plc 0.01% Add +349.4% 34,950 $3.4M
Jackson Hole Capital Partners, LLC 0.77% Add +5.0% 34,932 $3.4M
First National Bank of Omaha 0.23% Reduce -21.1% 27,644 $3.4M
Premier Fund Managers Ltd 0.13% Add +133.3% 35,000 $3.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.27% No change 34,706 $3.4M
Bahl & Gaynor LLC 0.02% Add +3.1% 34,584 $3.3M
Twin Capital Management Inc. 0.41% Add +32.6% 34,518 $3.3M
Red Door Wealth Management, LLC 0.64% Add +9.7% 34,360 $3.3M
Royal Fund Management, LLC 0.38% Add +2.2% 34,212 $3.3M
AE Wealth Management LLC 0.04% Reduce -78.7% 34,214 $3.3M
Pegasus Asset Management, Inc. 1.02% Add +2.4% 33,988 $3.3M
Logan Capital Management Inc. 0.14% Add +1.3% 33,897 $3.3M
Sentinel Trust Co. Lba 0.42% No change 33,814 $3.3M
Caldwell Trust Co 0.38% Add +2.9% 33,730 $3.3M
Woodard & Co. Asset Management Group Inc. 0.87% Add +58.4% 33,684 $3.3M
Seven Springs Wealth Group, LLC 1.27% Add +20.9% 33,569 $3.2M
Lanark Financial, Inc. 0.30% Add +2.0% 33,385 $3.2M
Apollon Wealth Management, LLC 0.10% Reduce -19.1% 33,246 $3.2M
Keene & Associates, Inc. 2.39% Add +2.2% 33,158 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +3.0% 33,138 $3.2M
Rothschild Investment LLC 0.23% Add +6.3% 33,067 $3.2M
Spectrum Asset Management, Inc. (NB/CA) 1.37% Add +4.9% 33,006 $3.2M
Argyle Capital Management, LLC 1.23% Reduce -4.2% 32,823 $3.2M
Principle Wealth Partners LLC 0.25% Add +21.6% 32,724 $3.2M
American Assets Investment Management, LLC 0.30% No change 32,666 $3.2M
Slocum, Gordon & Co LLP 2.34% No change 32,623 $3.2M
Benjamin F. Edwards & Company, Inc. 0.06% Reduce -9.3% 32,554 $3.1M
Simmons Bank 0.24% Add +1.8% 32,374 $3.1M
Nisa Investment Advisors, LLC 0.02% Reduce -30.0% 32,272 $3.1M
Morton Community Bank 0.89% Add +5.5% 32,091 $3.1M
Nomura Holdings Inc. 0.03% Add +106.3% 32,056 $3.1M
Carson Advisory Inc. 2.17% Add +0.3% 31,897 $3.1M
Ascent Group, LLC 0.27% Reduce -51.4% 31,896 $3.1M
Cypress Capital Group 0.37% Reduce -5.8% 31,819 $3.1M
Plimoth Trust Co. LLC 0.82% Add +2.4% 31,727 $3.1M
Townsend Asset Management Corp. /NC/ 1.22% Add +0.4% 31,668 $3.1M
Lynch & Associates 0.70% Add +1.1% 31,435 $3.0M
Metropolitan Life Insurance Co 0.13% Reduce -0.9% 31,096 $3.0M
Virginia Wealth Management Group, Inc. 2.45% Add +34.9% 30,972 $3.0M
Occidental Asset Management, LLC 0.56% Add +140.9% 30,858 $3.0M
MAI Capital Management 0.03% Add +43.1% 30,826 $3.0M
Patrick Mauro Investment Advisor, INC. 1.69% Reduce -27.4% 30,782 $3.0M
Carolinas Wealth Consulting LLC 0.59% Reduce -80.3% 30,766 $3.0M
Cornerstone Capital, Inc. 0.30% Reduce -72.8% 30,587 $3.0M
Pinnacle Associates Ltd. 0.05% Add +8.1% 30,537 $3.0M
Farmers National Bank 0.88% Reduce -0.8% 30,352 $2.9M
Montag A & Associates Inc. 0.15% Reduce -0.3% 30,292 $2.9M
Avantax Planning Partners, Inc. 0.09% Add +38.7% 30,201 $2.9M
Cohen Capital Management, Inc. 0.51% No change 30,133 $2.9M
Argent Trust Co 0.13% Reduce -5.1% 30,091 $2.9M
Banque Pictet & Cie SA 0.03% No change 30,000 $2.9M
Schnieders Capital Management LLC 0.60% Reduce -1.0% 29,936 $2.9M
Principal Securities, Inc. 0.09% Add +12.8% 29,825 $2.9M
IFG Advisory, LLC 0.22% Reduce -14.5% 29,822 $2.9M
Greenwood Capital Associates LLC 0.38% Reduce -1.0% 29,726 $2.9M
Sheets Smith Wealth Management 0.32% Add +0.9% 29,601 $2.9M
Praxis Investment Management Inc. 0.19% No change 29,394 $2.8M
Constitution Capital LLC 1.60% Add +9.9% 29,253 $2.8M
Mutual Advisors, LLC 0.09% Add +3.6% 29,052 $2.8M
FAS Wealth Partners, Inc. 0.25% Add +2.7% 29,036 $2.8M
Csenge Advisory Group 0.16% Add +5.0% 28,890 $2.8M
Prime Capital Investment Advisors, LLC 0.04% Add +7.1% 28,857 $2.8M
Profund Advisors LLC 0.11% Reduce -7.7% 28,771 $2.8M
Trust Co. of Toledo NA 0.43% Reduce -4.2% 28,706 $2.8M
Evercore Wealth Management, LLC 0.04% Reduce -10.0% 28,460 $2.8M
Home Federal Bank of Tennessee 0.85% Reduce -0.2% 28,409 $2.7M
Hall Capital Management Co. Inc. 1.35% Reduce -6.2% 28,361 $2.7M
Raleigh Capital Management Inc. 1.18% Reduce -9.7% 28,301 $2.7M
Triangle Securities Wealth Management 0.78% Add +4.7% 28,275 $2.7M
Fairhaven Wealth Management, LLC 0.94% Reduce -0.3% 28,193 $2.7M
PFG Investments, LLC 0.16% Add +272.7% 27,941 $2.7M
Dynamic Advisor Solutions LLC 0.09% Add +8.0% 27,892 $2.7M
Texas Yale Capital Corp. 0.12% No change 27,757 $2.7M
Empirical Finance, LLC 0.16% Add +3.5% 27,688 $2.7M
Intech Investment Management LLC 0.04% Add +362.7% 27,543 $2.7M
Advisors Management Group Inc. 0.66% Reduce -3.9% 27,533 $2.7M
Shepherd Financial Partners LLC 0.35% Add +2.0% 27,343 $2.6M
Trustmark Bank Trust Department 0.22% Add +1.4% 27,319 $2.6M
Axxcess Wealth Management, LLC 0.07% Reduce -2.6% 27,287 $2.6M
TrinityPoint Wealth, LLC 0.43% Add +1.0% 27,130 $2.6M
Duality Advisers, LP 0.26% Add +57.8% 27,071 $2.6M
Mill Capital Management, LLC 0.22% No change 27,018 $2.6M
Moneco Advisors, LLC 0.41% Add +0.2% 26,811 $2.6M
Strategic Planning Group, LLC 0.65% Add +16.5% 26,746 $2.6M
Quantinno Capital Management LP 0.06% Add +44.6% 26,719 $2.6M
Old North State Trust, LLC 2.18% — 26,693 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -4.4% 26,547 $2.6M
Rowlandmiller & Partners.adv 0.54% Reduce -0.5% 26,358 $2.5M
FinTrust Capital Advisors, LLC 0.49% Add +13.0% 26,277 $2.5M
Entropy Technologies, LP 0.27% New 26,189 $2.5M
Richard Bernstein Advisors LLC 0.05% No change 26,049 $2.5M
Lido Advisors, LLC 0.02% Reduce -2.8% 26,038 $2.5M
HighPoint Advisor Group LLC 0.18% Reduce -3.2% 24,444 $2.5M
Iowa State Bank 0.55% Add +3.6% 25,918 $2.5M
Citizens Business Bank 0.52% Reduce -1.9% 25,872 $2.5M
Vaughan Nelson Investment Management, L.P. 0.02% No change 25,850 $2.5M
Bailard, Inc. 0.07% No change 25,819 $2.5M
Guardian Capital LP 0.09% Reduce -3.7% 25,766 $2.5M
Stonegate Investment Group, LLC 0.08% Reduce -5.2% 25,755 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -2.0% 25,728 $2.5M
Norinchukin Bank, The 0.07% Reduce -1.3% 25,675 $2.5M
J.W. Cole Advisors, Inc. 0.13% Reduce -6.6% 25,666 $2.5M
Strategy Asset Managers LLC 0.53% Reduce -2.1% 25,652 $2.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.80% Reduce -0.3% 25,637 $2.5M
Choreo, LLC 0.06% Add +23.0% 25,514 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -7.3% 25,444 $2.5M
Naples Global Advisors, LLC 0.25% Add +2.1% 25,394 $2.5M
Aspire Private Capital, LLC 0.64% Add +0.3% 25,292 $2.4M
Global Retirement Partners, LLC 0.09% Add +3.9% 25,281 $2.4M
Kingsview Wealth Management, LLC 0.06% Reduce -8.9% 25,277 $2.4M
Concurrent Investment Advisors, LLC 0.10% Reduce -8.5% 25,098 $2.4M
Marshall Financial Group, LLC 0.69% Add +4.3% 24,936 $2.4M
SWS Partners 0.72% Add +8.8% 24,859 $2.4M
EP Wealth Advisors, LLC 0.03% Add +12.5% 24,678 $2.4M
1832 Asset Management L.P. 0.00% Add +8.7% 24,645 $2.4M
First County Bank 1.16% Reduce -3.3% 24,517 $2.4M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -7.3% 24,489 $2.4M
Resources Management Corp. /CT/ 0.35% Reduce -14.9% 24,473 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 24,465 $2.4M
United Services Automobile Association 0.06% No change 24,421 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.37% Reduce -0.8% 24,407 $2.4M
Mgo One Seven LLC 0.12% Reduce -9.8% 24,306 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -5.2% 24,280 $2.3M
Rodgers Brothers Inc. 0.32% Add +6.9% 24,275 $2.3M
Equitable Holdings, Inc. 0.03% Add +1.0% 24,240 $2.3M
Wright Investors Service Inc. 0.59% Add +0.7% 23,881 $2.3M
Forte Capital LLC 0.29% Add +7.7% 23,851 $2.3M
Quantitative Investment Management, LLC 0.14% New 23,746 $2.3M
Orleans Capital Management Corp. 1.50% Reduce -4.1% 23,577 $2.3M
Live Oak Private Wealth LLC 0.39% Reduce -2.9% 23,533 $2.3M
Integrated Advisors Network LLC 0.12% Reduce -14.5% 23,493 $2.3M
SVB Wealth LLC 0.05% Add +4.7% 23,463 $2.3M
Lincoln National Corp. 0.04% Add +9.2% 23,365 $2.3M
Te Ahumairangi Investment Management Ltd 0.39% Add +7.9% 23,349 $2.3M
AlphaStar Capital Management, LLC 0.23% Add +68.4% 23,301 $2.3M
Atlantic Union Bankshares Corp 0.19% Reduce -8.3% 23,266 $2.3M
BLB&B Advisors, LLC 0.13% Reduce -2.5% 23,251 $2.2M
Focus Partners Advisor Solutions, LLC 0.06% Add +105.2% 23,210 $2.2M
Creative Financial Designs Inc. 0.21% Add +1.0% 23,052 $2.2M
Townsend & Associates, Inc 0.26% Add +0.6% 22,563 $2.2M
Wealth Group, Ltd. 1.66% — 22,762 $2.2M
Nicholas Hoffman & Company, LLC. 0.11% Add +2.5% 22,508 $2.2M
Siemens Fonds Invest GmbH 0.17% Reduce -12.6% 22,505 $2.2M
L & S Advisors Inc 0.28% New 22,405 $2.2M
CGN Advisors LLC 0.28% Add +7.8% 22,402 $2.2M
Wealth Alliance, LLC 0.28% Add +6.0% 22,121 $2.1M
Valeo Financial Advisors, LLC 0.08% Add +14.4% 21,300 $2.1M
Dakota Wealth Management 0.05% Add +21.0% 21,719 $2.1M
Bleakley Financial Group, LLC 0.06% Reduce -0.8% 21,707 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -1.4% 21,665 $2.1M
Simplicity Wealth,LLC 0.05% New 21,646 $2.1M
Strategic Blueprint, LLC 0.15% Add +5.5% 21,616 $2.1M
Canandaigua National Bank & Trust Co. 0.31% Reduce -3.2% 21,475 $2.1M
Verdence Capital Advisors LLC 0.19% Add +7.5% 21,433 $2.1M
Modera Wealth Management, LLC 0.03% Reduce -7.3% 21,397 $2.1M
Holocene Advisors, LP 0.01% Reduce -75.2% 21,368 $2.1M
Shoker Investment Counsel, Inc. 0.74% Add +0.5% 21,471 $2.1M
Berkeley Capital Partners, LLC 0.62% Add +8.7% 21,167 $2.0M
Franklin Street Advisors Inc. 0.15% Reduce -0.7% 21,169 $2.0M
Empire Financial Management Company, LLC 0.68% Add +0.7% 21,133 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Add +8.6% 21,047 $2.0M
Walleye Capital LLC 0.02% Reduce -58.7% 20,932 $2.0M
Ti-Trust, Inc. 1.48% No change 20,855 $2.0M
SpiderRock Advisors, LLC 0.07% — 21,218 $2.0M
Sound View Wealth Advisors Group, LLC 0.21% Reduce -4.6% 20,775 $2.0M
Stiles Financial Services Inc 0.80% Add +3.6% 20,769 $2.0M
Mechanics Bank Trust Department 0.29% Add +4.6% 20,764 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +987.6% 20,730 $2.0M
iSAM Funds (UK) Ltd 1.15% New 20,716 $2.0M
Armor Investment Advisors, LLC 0.96% Reduce -26.2% 20,702 $2.0M
Equitable Trust Co. 0.14% Add +16.8% 20,697 $2.0M
Successful Portfolios LLC 1.37% Reduce -2.3% 20,694 $2.0M
Point72 Hong Kong Ltd 0.10% New 20,665 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -76.0% 20,528 $2.0M
CCM Investment Advisers LLC 0.24% Reduce -7.3% 20,489 $2.0M
FourThought Financial Partners, LLC 0.23% Add +0.6% 20,449 $2.0M
Cornerstone Wealth Group, LLC 0.18% Add +38.7% 20,421 $2.0M
Harbour Investments, Inc. 0.07% Add +10.0% 20,243 $2.0M
Clarkston Capital Partners, LLC 0.03% No change 20,210 $2.0M
Marks Group Wealth Management, Inc 0.20% Reduce -6.0% 20,194 $2.0M
UniSuper Management Pty Ltd 0.02% Add +215.2% 20,187 $2.0M
KKM Financial LLC 0.94% Add +23.5% 19,990 $1.9M
Stratos Investment Management, LLC 0.19% Reduce -8.2% 19,919 $1.9M
Wedbush Securities Inc. 0.07% Add +10.3% 19,862 $1.9M
Steel Grove Capital Advisors, LLC 0.25% Reduce -4.0% 19,821 $1.9M
Ameritas Advisory Services, LLC 0.08% Add +26.5% 19,591 $1.9M
Compagnie Lombard Odier SCmA 0.03% Add +29.5% 19,750 $1.9M
TSP Capital Management Group, LLC 0.61% Reduce -9.2% 19,698 $1.9M
Physicians Financial Services, Inc. 0.67% Add +0.6% 19,582 $1.9M
NorthCoast Asset Management LLC 0.02% New 19,457 $1.9M
Kingswood Wealth Advisors, LLC 0.22% Reduce -12.7% 19,287 $1.9M
London Co. of Virginia 0.01% No change 19,251 $1.9M
NEOS Investment Management LLC 0.12% Add +75.6% 19,212 $1.9M
Clearbridge Investments, LLC 0.00% Reduce -51.0% 19,105 $1.8M
Degroof Petercam Asset Management 0.02% Add +3.3% 18,900 $1.8M
Harbor Capital Advisors, Inc. 0.24% New 18,880 $1.8M
Cullen/Frost Bankers, Inc. 0.03% Reduce -5.5% 18,767 $1.8M
Smith, Moore & Co. 0.19% Add +1.3% 18,730 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +8.4% 18,657 $1.8M
Hamel Associates, Inc. 0.58% Add +60.2% 18,647 $1.8M
Davis Investment Partners, LLC 0.78% Reduce -3.2% 18,770 $1.8M
Moloney Securities Asset Management, LLC 0.27% Reduce -4.3% 18,516 $1.8M
Hartford Financial Management Inc. 0.38% No change 18,447 $1.8M
Fox Hill Wealth Management 1.20% Add +176.2% 18,402 $1.8M
apricus wealth, LLC 1.25% Add +19.2% 18,394 $1.8M
Mfa Wealth Advisors, LLC 0.47% Reduce -0.3% 18,374 $1.8M
Certified Advisory Corp 0.25% Add +4.0% 18,298 $1.8M
Worldquant Millennium Advisors LLC 0.02% New 18,281 $1.8M
Symphony Financial, Ltd. Co. 0.41% Reduce -6.9% 18,187 $1.8M
IHT Wealth Management, LLC 0.07% Add +2.5% 18,159 $1.8M
Ipswich Investment Management Co., Inc. 0.41% Add +3.6% 18,148 $1.8M
Randolph Co Inc 0.22% Reduce -0.8% 18,144 $1.8M
First National Trust Co 0.07% Reduce -2.8% 18,067 $1.7M
Graves Light Lenhart Wealth, Inc. 0.20% Reduce -4.0% 18,027 $1.7M
Jaffetilchin Investment Partners, LLC 0.16% Reduce -2.2% 17,982 $1.7M
Concourse Financial Group Securities, Inc. 0.11% Reduce -4.8% 17,947 $1.7M
Argent Advisors, Inc. 0.69% Reduce -7.3% 17,937 $1.7M
City Holding Co. 0.26% Reduce -5.0% 17,916 $1.7M
Orange Investment Advisors, Inc. 0.21% Reduce -20.5% 17,900 $1.7M
WealthShield Partners, LLC 0.28% Reduce -4.9% 17,884 $1.7M
Good Life Advisors, LLC 0.15% Reduce -3.3% 17,862 $1.7M
Glenview Trust Co 0.04% Reduce -4.2% 17,861 $1.7M
Aviance Capital Partners, LLC 0.26% Add +16.8% 17,750 $1.7M
Wagner Wealth Management, LLC 0.52% Add +1.8% 17,729 $1.7M
Greenleaf Trust 0.02% Reduce -14.8% 17,671 $1.7M
First Trust Direct Indexing L.P. 0.13% Reduce -2.7% 17,638 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.67% Reduce -0.9% 17,583 $1.7M
Hanson & Doremus Investment Management 0.29% Reduce -2.8% 17,492 $1.7M
Leo Wealth, LLC 0.17% Reduce -8.5% 17,450 $1.7M
Ledgewood Wealth Advisors, LLC 1.56% No change 17,404 $1.7M
Allworth Financial LP 0.01% Add +17.4% 17,326 $1.7M
Marino, Stram & Associates LLC 0.40% Add +1.6% 17,301 $1.7M
Elevated Capital Advisors, LLC 0.48% Add +5.2% 17,292 $1.7M
Cullinan Associates Inc. 0.09% Reduce -33.7% 17,198 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -65.1% 17,153 $1.7M
Buckingham Strategic Wealth, LLC 0.02% Add +0.1% 17,027 $1.6M
Arete Wealth Advisors, LLC 0.15% Add +85.9% 17,004 $1.6M
Old North State Wealth Management, LLC 1.07% Add +8.4% 16,984 $1.6M
Twin City Private Wealth, LLC 1.61% — 16,923 $1.6M
Jeppson Wealth Management, LLC 0.63% Add +0.2% 16,900 $1.6M
Norway Savings Bank 0.68% Reduce -5.5% 16,839 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.39% Reduce -0.4% 16,772 $1.6M
Old Port Advisors 0.50% Add +11.9% 16,729 $1.6M
Wolff Wiese Magana LLC 1.39% Reduce -0.3% 16,691 $1.6M
Resolution Capital Ltd 0.03% Add +118.8% 16,657 $1.6M
Pettyjohn, Wood & White, Inc. 0.32% Add +1.5% 16,652 $1.6M
Nepsis Inc. 0.44% Reduce -1.6% 16,639 $1.6M
Park National Corp. 0.06% Reduce -4.3% 16,593 $1.6M
Mission Wealth Management, LP 0.04% Add +12.4% 16,579 $1.6M
Community Bank & Trust, Waco, Texas 0.39% Add +0.1% 16,496 $1.6M
GYL Financial Synergies, LLC 0.12% Add +1.0% 16,474 $1.6M
Signaturefd, LLC 0.03% Add +5.0% 16,438 $1.6M
Los Angeles Capital Management LLC 0.01% Reduce -20.8% 16,311 $1.6M
Alberta Investment Management Corp 0.02% No change 16,300 $1.6M
Vectors Research Management, LLC 0.44% Reduce -31.0% 16,261 $1.6M
Bellecapital International Ltd. 0.35% Add +16.8% 16,149 $1.6M
WealthTrust Axiom LLC 0.50% No change 16,116 $1.6M
Hartford Funds Management Co LLC 0.15% Add +16.6% 15,991 $1.5M
Imprint Wealth LLC 0.37% Add +33.3% 16,081 $1.5M
Adalta Capital Management LLC 0.85% Add +83.8% 15,968 $1.5M
Westpac Banking Corp. 0.12% Add +120.5% 15,922 $1.5M
Private Wealth Partners, LLC 0.12% Add +2.3% 15,901 $1.5M
Harmony Asset Management LLC 0.63% Reduce -1.8% 15,874 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +7.3% 15,833 $1.5M
AMG National Trust Bank 0.04% Add +0.0% 15,714 $1.5M
Old National Bancorp 0.04% Reduce -4.2% 15,684 $1.5M
Courier Capital LLC 0.11% Reduce -26.0% 15,621 $1.5M
RFG Advisory, LLC 0.05% Add +0.0% 15,621 $1.5M
Advisory Alpha, LLC 0.06% Add +43.7% 15,542 $1.5M
LVW Advisors, LLC 0.25% Add +71.6% 15,506 $1.5M
Cordgrass Capital Advisors, LLC 0.47% Add +0.0% 15,446 $1.5M
Cunning Capital Partners, LP 0.83% No change 15,435 $1.5M
First Personal Financial Services 0.34% Add +94.7% 15,344 $1.5M
Ballast, Inc. 0.47% Add +2.9% 15,330 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Add +1.9% 15,277 $1.5M
Bull Street Advisors, LLC 0.71% Reduce -0.8% 15,263 $1.5M
Capstone Investment Advisors, LLC 0.05% Add +906.8% 15,223 $1.5M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.8% 15,060 $1.5M
Private Trust Co. NA 0.16% Add +5.6% 14,998 $1.5M
Baker Tilly Wealth Management, LLC 0.26% Add +17.2% 14,975 $1.4M
American National Bank & Trust Co. 0.34% — 14,969 $1.4M
Trust Co. of Vermont 0.08% Add +8.4% 14,946 $1.4M
Curi Capital, LLC 0.03% New 14,873 $1.4M
NJ State Employees Deferred Compensation Plan 0.18% No change 14,733 $1.4M
StoneX Group Inc. 0.13% Add +6.0% 14,732 $1.4M
Ingalls & Snyder LLC 0.06% Reduce -2.1% 14,599 $1.4M
Donaldson Capital Management, LLC 0.06% Reduce -0.0% 14,523 $1.4M
Jupiter Asset Management Ltd. 0.01% New 14,440 $1.4M
Jacobi Capital Management LLC 0.13% Add +0.1% 14,414 $1.4M
Hartline Investment Corp./ 0.24% New 14,372 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +8.5% 14,372 $1.4M
Wealth Dimensions Group, Ltd. 0.41% Add +1.0% 14,362 $1.4M
Alpha Omega Wealth Management LLC 0.26% Reduce -4.4% 14,356 $1.4M
MTM Investment Management, LLC 0.57% Add +0.2% 14,341 $1.4M
Silver Oak Securities, Incorporated 0.21% Add +3.3% 14,337 $1.4M
Chemung Canal Trust Co. 0.27% Reduce -1.1% 14,329 $1.4M
Parcion Private Wealth LLC 0.12% Reduce -0.9% 14,168 $1.4M
Dynamic Technology Lab Private Ltd 0.15% New 14,168 $1.4M
Horizon Investments, LLC 0.04% Reduce -1.0% 14,140 $1.4M
Little House Capital LLC 0.45% Reduce -9.3% 14,136 $1.4M
ZWJ Investment Counsel Inc. 0.06% Reduce -1.4% 14,043 $1.4M
Mitchell Sinkler & Starr 0.34% Reduce -27.3% 13,995 $1.4M
Bank Ozk 0.60% Reduce -36.6% 13,921 $1.3M
Tradewinds, LLC. 0.64% — 13,896 $1.3M
Point Windward Advisors Inc. 0.56% Add +11.6% 13,894 $1.3M
&partners 0.18% Add +87.8% 13,879 $1.3M
Silvercrest Asset Management Group LLC 0.01% Reduce -21.9% 13,847 $1.3M
Essex Financial Services, Inc. 0.12% Add +1.5% 13,777 $1.3M
NTV Asset Management LLC 0.20% Reduce -4.1% 13,772 $1.3M
Columbia Asset Management 0.27% No change 13,709 $1.3M
Pullen Investment Management, LLC 1.11% — 13,605 $1.3M
Blue Trust, Inc. 0.02% Add +15.8% 13,592 $1.3M
Studio Investment Management LLC 0.31% Reduce -6.9% 13,565 $1.3M
Empowered Funds, LLC 0.02% Add +11.7% 13,524 $1.3M
Sheaff Brock Investment Advisors, LLC 0.10% Reduce -2.6% 13,446 $1.3M
Voya Financial Advisors, Inc. 0.15% Add +2.8% 13,511 $1.3M
Hilltop Holdings Inc. 0.14% Reduce -9.0% 13,421 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% No change 13,396 $1.3M
Marble Harbor Investment Counsel, LLC 0.15% Add +0.3% 13,367 $1.3M
Grandview Asset Management LLC 0.59% Reduce -1.8% 13,354 $1.3M
Northcape Wealth Management, LLC 0.47% Reduce -3.0% 13,293 $1.3M
Tower Bridge Advisors 0.13% Reduce -18.6% 13,287 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -13.4% 13,232 $1.3M
RNC Capital Management LLC 0.07% Add +519.7% 13,212 $1.3M
IMC-Chicago, LLC 0.04% New 13,120 $1.3M
Fourpath Capital Management, LLC 0.88% Reduce -1.9% 13,093 $1.3M
Wealthcare Advisory Partners LLC 0.04% Add +17.9% 13,085 $1.3M
Gibson Wealth Advisors LLC 1.21% — 13,000 $1.3M
Miller Howard Investments Inc. 0.04% Reduce -27.1% 12,969 $1.3M
Trivium Point Advisory, LLC 0.27% Reduce -14.7% 12,925 $1.2M
Trust Investment Advisors 0.90% Reduce -0.1% 12,924 $1.2M
SageView Advisory Group, LLC 0.06% Reduce -29.6% 12,895 $1.2M
Steward Partners Investment Solutions, LLC 0.21% Add +24.0% 12,834 $1.2M
Meridian Financial Partners LLC 1.59% Add +1.1% 13,293 $1.2M
ROI Financial Advisors, LLC 0.97% Reduce -11.4% 12,774 $1.2M
Smith Group Asset Management, LLC 0.07% Reduce -27.8% 12,756 $1.2M
GeoWealth Management, LLC 0.05% Add +51.8% 12,739 $1.2M
Heritage Investors Management Corp. 0.04% Reduce -3.5% 12,734 $1.2M
Gables Capital Management Inc. 0.67% Reduce -2.5% 12,637 $1.2M
Claro Advisors Inc. 0.21% Add +1.4% 12,581 $1.2M
Brooks, Moore & Associates, Inc. 0.78% No change 12,571 $1.2M
Exencial Wealth Advisors, LLC 0.05% Reduce -3.2% 12,540 $1.2M
Capital Investment Counsel, Inc 0.21% Reduce -0.8% 12,514 $1.2M
Heritage Trust Co 0.16% Reduce -0.2% 12,506 $1.2M
Patten Group, Inc. 0.30% Reduce -1.3% 12,492 $1.2M
Investment Management Corp of Ontario 0.04% Reduce -30.6% 12,476 $1.2M
RMR Wealth Builders 0.15% Add +22.9% 12,435 $1.2M
Souders Financial Advisors 0.19% Reduce -7.4% 12,397 $1.2M
Novare Capital Management LLC 0.11% Add +28.2% 12,376 $1.2M
Northeast Financial Consultants Inc 0.06% No change 12,372 $1.2M
Excalibur Management Corp. 0.51% No change 12,352 $1.2M
Greenfield Savings Bank 0.62% Reduce -1.9% 12,293 $1.2M
Focus Financial Network, Inc. 0.06% — 12,386 $1.2M
First City Capital Management, Inc. 0.66% Reduce -1.9% 12,285 $1.2M
GC Wealth Management RIA, LLC 0.24% Add +70.7% 12,263 $1.2M
Spirit of America Management Corp. 0.24% Add +1.2% 12,250 $1.2M
Formidable Asset Management, LLC 0.19% Add +87.7% 12,245 $1.2M
Sutton Place Investors LLC 0.58% Add +6.0% 12,202 $1.2M
Procyon Advisors, LLC 0.09% Reduce -7.6% 12,099 $1.2M
Nvwm, LLC 0.32% Reduce -1.1% 12,041 $1.2M
Dover Advisors, LLC 0.80% Add +124.3% 12,035 $1.2M
Aviva PLC 0.00% Add +2.5% 12,029 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Add +34.6% 11,967 $1.2M
Taylor Hoffman Wealth Management 0.49% Add +1.9% 11,949 $1.2M
LCNB Corp. 0.42% Add +0.4% 11,943 $1.2M
Cornerstone Wealth Management, LLC 0.09% Add +15.9% 11,918 $1.2M
Two Sigma Securities, LLC 0.06% Add +81.7% 11,910 $1.2M
Mesirow Financial Investment Management, Inc. 0.03% Add +10.1% 11,866 $1.1M
First National Corp. /Ma/ 0.28% No change 11,811 $1.1M
Atlas Brown,Inc. 0.42% Reduce -5.9% 11,807 $1.1M
Sawyer & Company, Inc 0.45% Reduce -1.0% 11,692 $1.1M
Banco Santander, S.A. 0.01% Add +31.8% 11,626 $1.1M
Allen Wealth Management, LLC 0.99% No change 11,621 $1.1M
Foundations Investment Advisors, LLC 0.03% Reduce -4.4% 11,610 $1.1M
Biltmore Family Office, LLC 0.22% Reduce -0.9% 11,554 $1.1M
My Legacy Advisors, LLC 0.37% Reduce -0.3% 11,528 $1.1M
Vinva Investment Management Ltd 0.06% Add +29.0% 11,481 $1.1M
Private Capital Management, LLC 0.13% Add +8.7% 11,468 $1.1M
D.B. Root & Company, LLC 0.37% Reduce -10.1% 11,412 $1.1M
JT Stratford LLC 0.22% Reduce -15.8% 11,399 $1.1M
Compound Planning, Inc. 0.10% Add +85.8% 11,374 $1.1M
Guardian Wealth Advisors, LLC / NC 0.13% Add +10.8% 11,349 $1.1M
Lineweaver Wealth Advisors, LLC 0.26% Add +12.3% 11,340 $1.1M
Schechter Investment Advisors, LLC 0.08% Add +1.3% 11,244 $1.1M
Welch Group, LLC 0.05% Reduce -0.1% 11,167 $1.1M
Evermay Wealth Management LLC 0.16% Reduce -0.0% 11,164 $1.1M
Shepherd Kaplan Krochuk, LLC 0.86% Add +2.6% 11,158 $1.1M
HBK Sorce Advisory LLC 0.04% Add +3.1% 11,141 $1.1M
Bayesian Capital Management, LP 0.10% New 11,100 $1.1M
Mystic Asset Management, Inc. 0.44% Add +7.8% 11,054 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -4.3% 11,037 $1.1M
First Dallas Securities Inc. 0.49% Reduce -3.2% 11,015 $1.1M
SYSTM Wealth Solutions LLC 0.13% Add +12.9% 10,997 $1.1M
LMG Wealth Partners, LLC 0.27% No change 10,994 $1.1M
Bank of Hawaii 0.05% Reduce -11.5% 10,938 $1.1M
Portside Wealth Group, LLC 0.20% Add +15.8% 10,927 $1.1M
SevenBridge Financial Group, LLC 0.24% Add +21.1% 10,467 $1.0M
Journey Advisory Group, LLC 0.13% Add +7.9% 10,850 $1.0M
Arbor Investment Advisors, LLC 0.15% Add +0.1% 10,827 $1.0M
Stableford Capital II LLC 0.42% Add +6.6% 10,741 $1.0M
CNB Bank 0.50% Add +1.4% 10,682 $1.0M
Resurgent Financial Advisors LLC 0.55% Add +49.3% 10,653 $1.0M
Intrua Financial, LLC 0.16% Reduce -25.0% 10,649 $1.0M
First Trust Investment Solutions L.P. 0.18% Add +109.5% 10,632 $1.0M
1ST Source Bank 0.06% Reduce -0.7% 10,620 $1.0M
Bfsg, LLC 0.14% Add +3.0% 10,610 $1.0M
Cooper Financial Group 0.17% Add +55.9% 10,603 $1.0M
First Manhattan Co. Llc. 0.00% Reduce -3.1% 10,581 $1.0M
Trust Co of the South 0.24% Reduce -10.5% 10,564 $1.0M
Earnest Partners LLC 0.00% Reduce -34.1% 10,556 $1.0M
Ransom Advisory, Ltd 0.54% — 10,462 $1.0M
HUB Investment Partners, LLC 0.06% Add +168.9% 10,437 $1.0M
Confluence Wealth Services, Inc. 0.09% Reduce -1.8% 10,434 $1.0M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 10,413 $1.0M
TCW Group Inc. 0.01% Reduce -14.7% 10,385 $1.0M
Insigneo Advisory Services, LLC 0.12% Reduce -9.8% 10,349 $1.0M
Park Place Capital Corp 0.36% Reduce -14.0% 10,340 $1.0M
Fiduciary Trust Co 0.02% Reduce -3.8% 10,301 $996K
Schmidt P J Investment Management Inc. 0.19% Reduce -6.0% 10,273 $994K
JBR Co Financial Management Inc 0.79% Reduce -5.6% 10,204 $987K
MSH Capital Advisors LLC 0.35% Reduce -2.9% 10,166 $983K
9258 Wealth Management, LLC 0.15% Add +0.1% 10,165 $983K
Haverford Trust Co 0.01% Add +4.1% 10,145 $981K
Granite Group Advisors, LLC 0.66% Reduce -0.6% 10,113 $978K
Great Valley Advisor Group, Inc. 0.03% Reduce -1.2% 10,114 $978K
Edge Capital Group, LLC 0.05% Reduce -0.2% 10,104 $977K
Mather Group, Llc. 0.02% Add +0.9% 10,062 $976K
Chesley Taft & Associates LLC 0.05% Add +1.0% 10,090 $976K
Chicago Capital, LLC 0.03% Reduce -5.9% 10,070 $974K
Intrust Bank NA 0.10% Add +2.0% 10,046 $972K
Whalerock Point Partners, LLC 0.27% Reduce -0.7% 10,002 $967K
Delta Financial Advisors LLC 0.38% Add +1.6% 9,954 $963K
EPG Wealth Management LLC 0.24% Add +7.6% 9,945 $962K
Connectus Wealth, LLC 0.03% Add +1.4% 9,852 $953K
Kellett Wealth Advisors, LLC 0.66% Reduce -5.1% 9,796 $947K
ClearAlpha Technologies LP 0.40% New 9,791 $947K
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +8.4% 9,784 $946K
Hayek Kallen Investment Management 0.36% Reduce -0.2% 9,674 $936K
Burkett Financial Services, LLC 0.48% Add +1.7% 9,670 $935K
Weaver Capital Management LLC 0.27% Add +31.8% 9,661 $934K
Counterweight Ventures, LLC 0.75% Reduce -1.7% 9,649 $933K
Gratus Wealth Advisors, LLC 0.17% Add +6.7% 9,721 $933K
Valmark Advisers, Inc. 0.02% Add +21.9% 9,613 $930K
Asset Dedication, LLC 0.07% Reduce -42.8% 9,646 $929K
InTrack Investment Management Inc 0.69% Reduce -3.6% 9,603 $929K
Neville Rodie & Shaw Inc. 0.07% Reduce -3.5% 9,572 $926K
Widmann Financial Services, Inc. 0.78% Add +3.3% 9,571 $926K
Sollinda Capital Management LLC 0.29% Reduce -24.3% 9,533 $922K
Peoples Financial Services Corp. 0.40% Reduce -15.7% 9,529 $922K
Community Bank of Raymore 0.43% Reduce -27.0% 9,462 $915K
Steph & Co. 0.31% Add +9.2% 9,458 $915K
United Bank 0.11% No change 9,445 $913K
Keynote Financial Services LLC 0.77% — 9,444 $913K
Advisor OS, LLC 0.10% Add +82.4% 9,417 $911K
CreativeOne Wealth, LLC 0.04% Add +29.1% 9,392 $908K
Allen Capital Group, LLC 0.13% Add +71.4% 9,379 $907K
Wedmont Private Capital 0.07% Add +6.1% 9,311 $906K
CFS Investment Advisory Services, LLC 0.15% Add +9.6% 9,367 $906K
Marcum Wealth, LLC 0.09% Reduce -10.7% 9,343 $904K
Checchi Capital Advisers, LLC 0.07% Add +6.7% 9,329 $902K
Keystone Financial Group 0.13% Add +17.8% 9,299 $899K
Ameritas Investment Partners, Inc. 0.03% Reduce -6.6% 9,232 $893K
Morningstar Investment Management LLC 0.10% No change 9,192 $889K
Chiron Capital Management, LLC 0.80% Add +10.8% 9,162 $886K
Spire Wealth Management 0.02% Reduce -6.2% 9,107 $881K
Allen Mooney & Barnes Investment Advisors LLC 0.17% Reduce -14.7% 9,194 $876K
Summit Financial Group, Inc. 0.31% Reduce -0.3% 9,057 $876K
Vise Technologies, Inc. 0.17% Reduce -7.0% 9,036 $874K
First National Advisers, LLC 0.19% Add +82.8% 8,992 $869K
Keudell/Morrison Wealth Management 0.26% Reduce -2.4% 8,981 $869K
Outfitters Financial LLC 0.71% New 8,965 $867K
Allred Capital Management, LLC 0.34% Reduce -10.4% 8,914 $862K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.7% 8,888 $860K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -3.3% 8,827 $854K
Cadence Bank 0.06% Reduce -2.4% 8,812 $852K
Baldwin Investment Management, LLC 0.12% Add +6.0% 8,782 $849K
Perigon Wealth Management, LLC 0.03% Add +14.4% 8,749 $846K
Western Wealth Management, LLC 0.07% Add +9.1% 8,696 $841K
Kovack Advisors, Inc. 0.10% Add +21.6% 8,683 $840K
Thrive Wealth Management, LLC 0.17% Reduce -5.8% 8,678 $839K
Winthrop Capital Management, LLC 0.39% Add +1.1% 8,644 $836K
First Hawaiian Bank 0.03% Reduce -5.6% 8,639 $835K
Wilmington Savings Fund Society, FSB 0.03% — 8,604 $832K
Infrastructure Capital Advisors, LLC 0.13% Reduce -2.3% 8,602 $832K
First National Bank & Trust Co. of Newtown 0.17% Reduce -0.2% 8,551 $827K
Cassia Capital Partners, LLC 0.55% Add +23.8% 8,516 $824K
Capital Square, LLC 0.58% Add +8.0% 8,483 $820K
Harbour Trust & Investment Management Co 0.10% Add +8.4% 8,482 $820K
Visionary Horizons, LLC 0.63% Reduce -0.7% 8,533 $810K
LS Investment Advisors, LLC 0.13% New 8,355 $808K
Albion Financial Group 0.06% Add +18.5% 8,349 $807K
Foster Victor Wealth Advisors, LLC 0.07% Add +5.4% 8,472 $807K
Hexagon Capital Partners LLC 0.18% Reduce -2.7% 8,332 $806K
Comprehensive Financial Consultants Institutional, Inc. 0.33% Add +2.0% 8,320 $805K
EverSource Wealth Advisors, LLC 0.06% Add +64.4% 8,185 $804K
SPC Financial, Inc. 0.08% Reduce -0.6% 8,277 $800K
LongView Wealth Management 0.32% Reduce -4.0% 8,276 $800K
Meeder Advisory Services, Inc. 0.08% Add +3.8% 8,249 $798K
Financial Advocates Investment Management 0.05% Add +4.8% 8,232 $796K
Verity Asset Management, Inc. 0.44% Add +0.0% 8,175 $791K
Segment Wealth Management, LLC 0.06% Reduce -2.0% 8,160 $789K
Brooklyn Investment Group 0.34% Add +12.1% 8,207 $788K
Archford Capital Strategies, LLC 0.13% Reduce -10.0% 8,151 $788K
Cape Investment Advisory, Inc. 0.37% Add +0.3% 8,136 $787K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +5.7% 8,133 $787K
BNP Paribas 0.04% — 8,111 $786K
Realta Investment Advisors 0.16% Add +2.1% 8,118 $785K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -73.0% 8,115 $785K
Cigna Investments Inc. 0.15% Reduce -0.5% 8,099 $783K
Capital Advisors Inc. 0.02% Add +0.6% 8,094 $783K
Diversified Trust Co. 0.02% Add +41.3% 8,092 $783K
Horizon Financial Services, LLC 0.50% Add +124.5% 8,092 $783K
Modern Wealth Management, LLC 0.07% Add +192.9% 8,083 $782K
MIdWestOne Financial Group, Inc. 0.14% Add +1.0% 8,082 $782K
Fiduciary Group, LLC 0.09% Reduce -0.7% 8,075 $781K
High Net Worth Advisory Group LLC 0.25% Add +6.6% 8,069 $780K
International Assets Investment Management, LLC 0.08% Reduce -19.9% 8,084 $777K
MADDEN SECURITIES Corp 0.36% Add +0.9% 8,024 $776K
Trust Point Inc. 0.06% Reduce -38.8% 8,022 $776K
Oakworth Capital, Inc. 0.06% Reduce -4.4% 7,948 $769K
Northwest Bancshares, Inc. 0.12% Add +13.5% 7,942 $768K
Legacy Wealth Asset Management, LLC 0.21% Add +1.1% 7,889 $763K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $763K
Continuum Advisory, LLC 0.11% Reduce -29.9% 7,323 $754K
Cornerstone Advisory, LLC 0.11% Add +2.8% 7,758 $750K
Arkadios Wealth Advisors 0.06% Add +3.3% 7,748 $749K
Whittier Trust Co. 0.01% Reduce -2.6% 7,677 $742K
Wulff, Hansen & Co. 0.74% No change 7,675 $742K
Chapin Davis, Inc. 0.27% Add +1.8% 7,675 $742K
Delta Financial Group, Inc. 0.22% Add +3.3% 7,618 $737K
Quadrant Capital Group LLC 0.06% Add +2.1% 7,616 $737K
Radnor Capital Management, LLC 0.13% No change 7,614 $736K
Independent Financial Group, LLC 0.03% Add +0.6% 7,576 $733K
Precedent Wealth Partners, LLC 0.31% Add +13.3% 7,544 $730K
Rwa Wealth Partners, LLC 0.01% Reduce -1.4% 7,513 $727K
HM Payson & Co. 0.01% Reduce -6.8% 7,512 $726K
First Command Advisory Services, Inc. 0.01% Reduce -5.4% 7,523 $726K
Torno Capital, LLC 0.16% New 7,500 $725K
Optimum Investment Advisors 0.33% No change 7,493 $725K
Crescent Sterling, Ltd. 0.66% Add +3.8% 7,488 $724K
Centre Asset Management, LLC 0.17% Reduce -3.4% 7,458 $721K
Carnegie Investment Counsel 0.02% Reduce -11.7% 7,452 $721K
KCM Investment Advisors LLC 0.03% Reduce -4.5% 7,391 $715K
NovaPoint Capital, LLC 0.25% Reduce -15.0% 7,378 $713K
Rehmann Capital Advisory Group 0.05% Reduce -3.2% 7,371 $713K
Abacus Planning Group, Inc. 0.14% Reduce -6.5% 7,329 $709K
Lantz Financial LLC 0.23% Add +1.3% 7,322 $708K
Cannon Financial Strategists, Inc. 0.14% Add +3.3% 7,321 $708K
Belpointe Asset Management LLC 0.05% Reduce -23.4% 7,303 $706K
Ballentine Partners, LLC 0.01% Reduce -9.8% 7,278 $704K
Mayflower Financial Advisors, LLC 0.12% Reduce -97.5% 7,275 $704K
Armstrong Advisory Group, Inc. 0.07% No change 7,248 $703K
Ables, Iannone, Moore & Associates, Inc. 0.50% Reduce -2.2% 7,271 $703K
Financial Partners Group, LLC 0.27% Add +0.6% 7,269 $703K
First Heartland Consultants, Inc. 0.07% Add +1.4% 7,271 $703K
Avior Wealth Management, LLC 0.03% Add +30.9% 7,259 $702K
WASHINGTON TRUST Co 0.03% Reduce -4.9% 7,163 $693K
CoreCap Advisors, LLC 0.04% Add +1.2% 7,155 $692K
Essex Bank 0.20% No change 7,073 $686K
United Community Bank 0.27% Reduce -7.6% 7,084 $685K
Prossimo Advisors, LLC 1.33% Reduce -9.2% 7,083 $685K
Cassaday & Co Wealth Management LLC 0.02% Add +3.4% 7,070 $684K
Community Financial Services Group, LLC 0.16% — 7,063 $683K
Financial Management Professionals, Inc. 0.10% Add +10.4% 7,064 $683K
Doheny Asset Management 0.56% Add +0.2% 7,056 $682K
Citizens Financial Group Inc. 0.02% Add +4.7% 7,040 $681K
John G Ullman & Associates Inc. 0.10% No change 6,953 $672K
OneAscent Financial Services LLC 0.07% Reduce -3.1% 6,929 $670K
Pitcairn Co. 0.04% Add +5.8% 6,927 $670K
Retirement Guys Formula LLC 0.32% New 6,883 $666K
West Family Investments, Inc. 0.20% Add +10.8% 6,829 $660K
Nilsine Partners, LLC 0.09% Add +3.9% 6,810 $659K
Cobblestone Capital Advisors LLC 0.04% Add +3.8% 6,770 $655K
Allianz Asset Management GmbH 0.00% Add +1.0% 6,768 $655K
Parallel Advisors, LLC 0.02% Reduce -1.5% 6,759 $654K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +108.0% 6,759 $654K
Concord Wealth Partners 0.12% Add +25.8% 6,728 $651K
Bigelow Investment Advisors, LLC 0.32% Add +1.9% 6,691 $647K
Costello Asset Management, INC 0.46% Add +55.4% 6,678 $646K
Kavar Capital Partners Group, LLC 0.12% Reduce -50.0% 6,662 $644K
Brighton Jones LLC 0.02% Add +20.1% 6,655 $644K
Wealth Management Associates, Inc. 0.30% No change 6,412 $643K
Future Financial Wealth Managment LLC 0.49% Add +0.4% 6,642 $642K
V-Square Quantitative Management LLC 0.09% Add +90.9% 6,614 $640K
Powers Advisory Group, LLC 0.36% Reduce -0.3% 6,571 $636K
Ancora Advisors LLC 0.01% Reduce -5.3% 6,564 $635K
Northwest & Ethical Investments L.P. 0.02% Add +103.9% 6,564 $635K
Lake Street Private Wealth, LLC 0.09% Reduce -4.7% 6,549 $633K
Archer Investment Corp 0.19% Add +0.2% 6,533 $632K
Atlanta Consulting Group Advisors, LLC 0.22% — 6,526 $631K
Kanawha Capital Management LLC 0.05% Add +2.6% 6,511 $630K
CI Investments Inc. 0.00% Add +13.1% 6,496 $628K
Sapient Capital LLC 0.01% Reduce -6.0% 6,493 $628K
Cidel Asset Management Inc. 0.05% Add +4.3% 6,482 $627K
Waters Parkerson & Co., LLC 0.03% Reduce -3.8% 6,449 $624K
Cross Staff Investments Inc 0.53% No change 6,449 $624K
Norden Group LLC 0.13% Add +141.0% 6,443 $623K
Headinvest, LLC 0.12% Add +0.3% 6,443 $623K
NorthRock Partners, LLC 0.02% Reduce -12.0% 6,440 $623K
Kapstone Financial Advisors LLC 0.42% Reduce -0.3% 6,437 $623K
Caldwell Sutter Capital, Inc. 0.30% Add +1.6% 6,426 $621K
Dearborn Partners LLC 0.03% Reduce -28.9% 6,396 $619K
Danske Bank A/S 0.00% — 6,387 $618K
Lake Street Advisors Group, LLC 0.03% Add +18.7% 6,379 $617K
Diligent Investors, LLC 0.15% Add +0.0% 6,367 $616K
Mirabella Financial Services LLP 0.04% New 6,348 $614K
Agate Pass Investment Management, LLC 0.33% Reduce -3.8% 6,343 $613K
XML Financial, LLC 0.06% Reduce -2.2% 6,333 $612K
Bank of New Hampshire 0.16% Reduce -18.1% 6,316 $611K
Manchester Capital Management LLC 0.08% Reduce -1.7% 6,307 $610K
Edgewood Management LLC 0.00% Reduce -7.3% 6,302 $609K
Wills Financial Group, Inc. 0.29% Reduce -0.6% 6,278 $607K
PSI Advisors, LLC 0.22% Reduce -21.4% 6,276 $607K
Salomon & Ludwin, LLC 0.05% Reduce -14.7% 6,242 $604K
Carret Asset Management, LLC 0.07% Reduce -0.1% 6,238 $603K
Phillips Wealth Planners LLC 0.69% Add +11.3% 6,483 $602K
First Financial Bank - Trust Division 0.06% Reduce -5.0% 6,189 $599K
Grove Bank & Trust 0.10% Reduce -62.2% 6,183 $598K
TBH Global Asset Management, LLC 0.12% Add +6.8% 6,182 $598K
Sandy Spring Bank 0.03% Add +8.3% 6,151 $595K
Smartleaf Asset Management LLC 0.11% Add +34.1% 6,178 $594K
Everhart Financial Group, Inc. 0.17% Add +15.6% 6,131 $593K
Goepper Burkhardt LLC 0.28% Add +23.7% 5,767 $592K
Gsa Capital Partners LLP 0.05% New 6,119 $592K
Guyasuta Investment Advisors Inc. 0.04% No change 6,091 $591K
Wealthquest Corp 0.06% Reduce -2.3% 6,091 $589K
MBL Wealth, LLC 0.07% Reduce -28.6% 6,077 $588K
L.M. Kohn & Company 0.16% Add +12.1% 6,065 $587K
Venture Visionary Partners LLC 0.03% Reduce -4.9% 6,052 $585K
Hills Bank & Trust Co 0.05% Add +15.3% 6,039 $584K
Moneta Group Investment Advisors LLC 0.01% Reduce -23.7% 6,029 $583K
Investment Advisory Services Inc. /TX 0.21% Reduce -0.9% 6,025 $583K
Bard Financial Services, Inc. 0.06% No change 6,025 $583K
Visionary Wealth Advisors 0.04% Reduce -0.5% 6,005 $581K
Supplemental Annuity Collective Trust of NJ 0.18% No change 6,000 $580K
Doliver Advisors, LP 0.16% Reduce -1.3% 5,997 $580K
SeaCrest Wealth Management, LLC 0.07% Reduce -41.3% 5,995 $580K
Independence Bank of Kentucky 0.17% Reduce -2.2% 5,977 $578K
Eagle Strategies LLC 0.13% Add +4.0% 5,942 $575K
Gibbs Wealth Management 0.33% — 5,941 $575K
Stockman Wealth Management, Inc. 0.10% Add +0.3% 5,916 $572K
Longfellow Investment Management Co. LLC 0.13% Add +0.7% 5,915 $572K
Ausdal Financial Partners, Inc. 0.07% Reduce -1.7% 5,899 $570K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.8% 5,890 $570K
NBT Bank, N.A. 0.04% Add +3.4% 5,884 $569K
Wintrust Investments LLC 0.05% Add +1.4% 5,861 $567K
Grey Ledge Advisors, LLC 0.16% Reduce -1.9% 5,858 $566K
Revisor Wealth Management LLC 0.26% New 5,846 $566K
Firethorn Wealth Partners, LLC 0.33% Add +4.1% 5,850 $566K
Field & Main Bank 0.22% Add +20.2% 5,817 $563K
Kuhn & Co Investment Counsel 0.53% No change 5,793 $560K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -6.2% 5,790 $560K
WBH Advisory Inc. 0.06% Reduce -7.0% 5,772 $558K
Fidelis Capital Partners, LLC 0.08% Add +27.2% 5,759 $557K
Trilogy Capital Inc. 0.03% Add +118.5% 5,753 $556K
BCGM Wealth Management, LLC 0.20% Add +9.2% 5,748 $556K
Monetary Management Group Inc. 0.15% Reduce -3.4% 5,733 $554K
Groesbeck Investment Management Corp. 0.59% New 5,733 $554K
Crestwood Advisors Group, LLC 0.01% Reduce -34.3% 5,704 $552K
Parkside Financial Bank & Trust 0.09% Add +6.7% 5,698 $551K
Glen Eagle Advisors, LLC 0.10% Reduce -5.5% 5,697 $551K
Retirement Planning Co of New England, Inc. 0.30% Reduce -20.0% 5,681 $549K
Ethic Inc. 0.01% Add +1.1% 5,675 $549K
Personal Cfo Solutions, LLC 0.09% Add +7.0% 5,662 $548K
Hengehold Capital Management LLC 0.06% Reduce -1.3% 5,645 $546K
Summit Financial, LLC 0.03% Reduce -8.9% 5,633 $545K
Gladstone Institutional Advisory LLC 0.03% Add +1.6% 5,622 $544K
Wellington Shields & Co., LLC 0.18% Add +0.1% 5,618 $543K
E&G Advisors, LLC 0.17% No change 5,600 $542K
Busey Bank 0.02% Reduce -1.1% 5,599 $541K
RB Capital Management, LLC 0.15% Reduce -0.0% 5,590 $541K
Parsons Capital Management Inc. 0.04% Reduce -1.8% 5,588 $540K
Paloma Partners Management Co 0.11% New 5,582 $540K
Legacy Financial Advisors, Inc. 0.10% Add +3.9% 5,568 $538K
Bowen Hanes & Co. Inc. 0.02% Reduce -0.9% 5,543 $536K
Palogic Value Management, L.P. 0.23% No change 5,537 $535K
LifePlan Financial, LLC 0.49% Reduce -2.3% 5,502 $532K
Adapt Wealth Advisors, LLC 0.38% — 5,450 $527K
Summit Trail Advisors, LLC 0.01% Add +31.6% 5,450 $527K
Guardian Investment Management 0.42% Reduce -4.4% 5,449 $527K
Wrapmanager Inc. 0.15% Reduce -23.2% 5,441 $526K
Washington Capital Management, Inc. 0.43% Reduce -6.2% 5,415 $524K
OneAscent Wealth Management LLC 0.20% Add +13.7% 5,412 $523K
Associated Banc-Corp 0.02% Add +1.1% 5,380 $520K
Crewe Advisors LLC 0.06% New 5,373 $520K
Icon Advisers Inc. 0.12% No change 5,400 $519K
Register Financial Advisors LLC 0.27% Add +19.6% 5,361 $518K
Arlington Trust Co LLC 0.13% Reduce -0.3% 5,332 $516K
Smith Chas P & Associates Pa Cpas 0.03% Add +3.3% 5,322 $515K
Eudaimonia Advisors LLC 0.27% Reduce -12.3% 5,275 $510K
Aspen Investment Management Inc 0.26% No change 5,236 $506K
True Vision MN LLC 0.36% New 5,176 $506K
St. Louis Trust Co 0.08% Add +56.2% 5,207 $504K
Centaurus Financial, Inc. 0.04% Reduce -4.0% 5,196 $503K
KLCM Advisors, Inc. 0.06% Add +2.9% 5,181 $501K
Farther Finance Advisors, LLC 0.03% Add +8.1% 5,203 $500K
Fidelity D & D Bancorp Inc. 0.38% Reduce -0.8% 5,166 $500K
Benedetti & Gucer, Inc. 0.25% Reduce -16.3% 5,155 $499K
Wambolt & Associates, LLC 0.15% Reduce -42.6% 5,186 $498K
Ategra Capital Management, LLC 0.23% No change 5,149 $498K
Ritholtz Wealth Management 0.02% Add +17.5% 5,146 $498K
Wilkins Investment Counsel Inc. 0.07% Add +24.9% 5,145 $498K
Wendell David Associates Inc. 0.05% Reduce -3.3% 5,139 $497K
Krane Funds Advisors LLC 0.02% New 5,116 $497K
Apexium Financial, LP 0.04% No change 5,132 $496K
CVA Family Office, LLC 0.09% Reduce -2.8% 5,113 $494K
Flaharty Asset Management, LLC 0.07% Reduce -1.0% 5,093 $493K
Bill Few Associates, Inc. 0.20% Add +28.9% 5,081 $491K
Garrett Wealth Advisory Group, LLC 0.20% Add +1.1% 5,068 $490K
Fisher Asset Management 0.00% Reduce -52.4% 5,059 $489K
Patton Albertson Miller Group, LLC 0.07% Reduce -20.4% 5,044 $488K
Carmichael Hill & Associates, Inc. 0.20% Add +0.2% 5,039 $487K
Kingfisher Capital LLC 0.12% Reduce -22.1% 5,025 $486K
OmniStar Financial Group, Inc. 0.44% Reduce -19.1% 5,020 $486K
Members Trust Co 0.01% Reduce -2.7% 5,009 $484K
Inspire Trust Co, N.A. 0.27% New 5,000 $484K
Hendershot Investments Inc. 0.07% Reduce -1.2% 4,986 $482K
iA Global Asset Management Inc. 0.01% New 4,980 $482K
Princeton Capital Management LLC 0.17% Reduce -10.3% 4,933 $477K
Concord Asset Management, LLC 0.13% Reduce -0.8% 4,932 $477K
Midland Wealth Advisors, LLC 0.03% Reduce -3.0% 4,931 $477K
Walker Asset Management, LLC 0.31% Add +0.8% 4,865 $471K
Fiera Capital Corp 0.00% Reduce -6.5% 4,860 $470K
Spinnaker Trust 0.03% No change 4,850 $469K
Roberts Glore & Co. Inc. 0.14% New 4,843 $468K
Financial Security Advisor, Inc. 0.16% Reduce -5.6% 4,842 $468K
Tyche Wealth Partners LLC 0.11% No change 4,837 $468K
Horizon Investment Services, LLC 0.23% Add +23.2% 4,815 $466K
Commonwealth Financial Services, LLC 0.11% No change 4,795 $465K
Wolff Financial Management LLC 0.14% No change 4,810 $465K
Novak & Powell Financial Services, Inc. 0.35% Add +0.1% 4,806 $465K
Stratos Wealth Advisors, LLC 0.03% Reduce -84.1% 4,800 $464K
PBMares Wealth Management LLC 0.12% Reduce -8.5% 4,800 $464K
Fulton Breakefield Broenniman LLC 0.04% Reduce -28.9% 4,790 $463K
Probity Advisors, Inc. 0.10% Add +14.6% 4,785 $463K
Roundview Capital LLC 0.04% Add +5.9% 4,784 $463K
Hudock, Inc. 0.10% Add +3.6% 4,781 $462K
Symmetry Partners, LLC 0.04% No change 4,781 $462K
Gray Wealth Management Inc. 0.21% Add +6.6% 4,776 $462K
Conning Inc. 0.02% Reduce -3.4% 4,768 $461K
Edge Financial Advisors LLC 0.41% — 4,767 $461K
United Bank 0.23% Reduce -14.1% 4,767 $461K
Rollins Financial Advisors, LLC 0.09% Add +0.9% 4,754 $460K
Blueshift Asset Management, LLC 0.24% New 4,752 $460K
Saxony Capital Management, LLC 0.55% Reduce -1.4% 4,749 $459K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.1% 4,702 $455K
Adirondack Trust Co. 0.19% Reduce -0.4% 4,695 $454K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -0.2% 4,668 $451K
Magnolia Capital Advisors LLC 0.38% New 4,583 $450K
Gateway Investment Advisers LLC 0.01% Reduce -8.2% 4,642 $449K
Heritage Wealth Advisors 0.02% Reduce -2.3% 4,622 $447K
Lantern Wealth Advisors, LLC 0.31% Reduce -0.6% 4,615 $446K
Tucker Asset Management LLC 0.10% Reduce -27.6% 4,608 $446K
Hummer Financial Advisory Services Inc 0.37% Add +3.0% 4,607 $446K
Hodges Capital Management Inc. 0.03% Reduce -6.8% 4,598 $445K
Greatmark Investment Partners, Inc. 0.06% No change 4,599 $445K
Prairie Sky Financial Group LLC 0.27% No change 4,596 $444K
Syon Capital LLC 0.04% Add +12.6% 4,592 $444K
Beverly Hills Private Wealth, LLC 0.10% Reduce -6.8% 4,580 $443K
Traphagen Investment Advisors LLC 0.05% Reduce -2.2% 4,572 $442K
FDx Advisors, Inc. 0.07% Reduce -41.7% 4,572 $442K
Silverlake Wealth Management LLC 0.22% Reduce -5.6% 4,568 $442K
Tiemann Investment Advisors, LLC 0.20% Add +3.4% 4,543 $439K
Campion Asset Management 0.34% No change 4,540 $439K
Burke & Herbert Bank & Trust Co. 0.33% Reduce -10.0% 4,518 $437K
Trueblood Wealth Management, LLC 0.25% Add +2.3% 4,515 $437K
Bar Harbor Wealth Management 0.03% Add +20.5% 4,507 $436K
Aspiriant, LLC 0.02% Add +8.8% 4,499 $435K
Veltria Advisors Corp. 0.11% Add +107.1% 4,492 $434K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -1.4% 4,480 $433K
Roberts Financial Services LLC 0.09% Reduce -2.8% 4,478 $433K
O'ROURKE & COMPANY, Inc 0.25% Add +2.3% 4,473 $433K
MBA Advisors LLC 0.22% Add +7.1% 4,474 $433K
Accurate Wealth Management, LLC 0.13% Reduce -5.9% 4,400 $432K
Kenora Financial, LLC 0.18% Reduce -15.6% 4,457 $431K
SignalPoint Asset Management, LLC 0.12% Add +0.0% 4,445 $430K
World Equity Group, Inc. 0.09% Reduce -4.9% 4,422 $428K
Optas, LLC 0.12% Reduce -22.7% 4,413 $427K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -8.7% 4,413 $427K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -28.7% 4,410 $426K
Stanley-Laman Group, Ltd. 0.05% Add +4.6% 5,053 $424K
Cordatus Wealth Management LLC 0.31% Add +0.8% 4,375 $423K
Hancock Whitney Corp. 0.01% Add +3.9% 4,361 $422K
McDonough Capital Management, Inc 0.33% Add +0.1% 4,344 $420K
Petra Financial Advisors Inc. 0.31% Add +3.6% 4,341 $420K
Argus Investors' Counsel, Inc. 0.26% Reduce -20.7% 4,338 $420K
Centennial Bank 0.21% Reduce -3.1% 4,335 $419K
Pinnacle West Asset Management, Inc. 0.33% Add +0.5% 4,335 $419K
Douglas Lane & Associates, LLC 0.01% Reduce -0.1% 4,331 $419K
Caprock Group, LLC 0.02% Add +14.3% 4,324 $418K
Graypoint LLC 0.03% Add +13.6% 4,303 $416K
Blue Fin Capital, Inc. 0.09% No change 4,301 $416K
Cedrus LLC 0.23% Reduce -17.1% 4,283 $414K
AA Financial Advisors, LLC 0.17% New 4,277 $414K
Girard Partners LTD. 0.04% Add +27.8% 4,275 $413K
Clarius Group, LLC 0.03% Reduce -17.3% 4,270 $413K
Aspen Grove Capital, LLC 0.12% Reduce -0.3% 4,233 $409K
Bray Capital Advisors 0.10% No change 4,205 $407K
Capital Asset Advisory Services LLC 0.02% Reduce -5.1% 4,238 $406K
Brandywine Oak Private Wealth LLC 0.04% Reduce -22.3% 4,179 $404K
Investment Partners Asset Management, Inc. 0.36% No change 4,178 $404K
ICA Group Wealth Management, LLC 0.08% Reduce -3.5% 4,176 $404K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -9.5% 4,170 $403K
Birchcreek Wealth Management, LLC 0.21% Reduce -8.6% 4,163 $403K
Raab & Moskowitz Asset Management LLC 0.11% Add +1.9% 4,161 $402K
White Lighthouse Investment Management Inc. 0.08% Add +0.0% 4,161 $402K
Aveo Capital Partners, LLC 0.04% Reduce -3.7% 4,013 $402K
Walleye Trading LLC 0.01% New 4,159 $402K
Colonial River Investments, LLC 0.23% Reduce -15.8% 4,157 $402K
Karpas Strategies, LLC 0.12% Add +0.3% 4,152 $401K
CMG Global Holdings, LLC 0.28% No change 4,148 $401K
NFSG Corp 0.17% Reduce -42.6% 4,140 $400K
Westhampton Capital, LLC 0.22% No change 4,111 $398K
Sunpointe, LLC 0.44% Add +5.0% 4,109 $397K
Octavia Wealth Advisors, LLC 0.06% Reduce -21.3% 4,103 $397K
Quent Capital, LLC 0.05% Add +18.5% 4,101 $397K
Transform Wealth, LLC 0.04% Add +1.7% 4,089 $395K
Norris Perne & French LLP 0.03% No change 4,086 $395K
Garner Asset Management Corp 0.15% Reduce -4.2% 4,081 $395K
Quad-Cities Investment Group, LLC 0.23% Reduce -3.7% 4,077 $394K
Flputnam Investment Management Co. 0.01% Add +28.3% 4,069 $394K
Prostatis Group LLC 0.15% Add +13.3% 4,064 $393K
Davis R M Inc. 0.01% Reduce -35.9% 4,058 $392K
Grey Street Capital, LLC 0.05% New 4,053 $392K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +16.6% 4,049 $392K
Buttonwood Financial Advisors Inc. 0.18% Reduce -22.0% 4,042 $391K
Westmount Partners, LLC 0.14% Add +0.8% 4,035 $390K
NCM Capital Management, LLC 0.22% Add +6.2% 4,029 $390K
Catalyst Financial Partners LLC 0.10% Add +3.6% 4,122 $390K
Flagship Harbor Advisors, LLC 0.02% Reduce -2.1% 4,011 $388K
Horan Securities, Inc. 0.18% Reduce -7.4% 4,006 $387K
Walter Public Investments Inc. 0.08% No change 4,000 $387K
RIA Advisory Group LLC 0.16% New 3,994 $386K
Latitude Advisors, LLC 0.24% Reduce -0.2% 3,987 $386K
Verum Partners LLC 0.14% Add +4.0% 3,986 $385K
Gryphon Financial Partners LLC 0.07% Reduce -8.9% 3,983 $385K
CWS Financial Advisors, LLC 0.16% Reduce -18.8% 3,978 $385K
Moody National Bank Trust Division 0.03% No change 3,955 $382K
LVM Capital Management Ltd. 0.05% Reduce -6.4% 3,955 $382K
Destination Wealth Management 0.01% Add +1.8% 3,932 $380K
Bedel Financial Consulting, Inc. 0.06% No change 3,931 $380K
Joel Isaacson & Co., LLC 0.02% New 3,930 $380K
FirstPurpose Wealth LLC 0.14% Add +10.1% 3,983 $380K
Sterling Investment Counsel, LLC 0.18% Add +7.9% 3,923 $379K
Cypress Wealth Services, LLC 0.09% Reduce -3.4% 3,912 $378K
Mayfair Advisory Group, LLC 0.27% Add +0.5% 3,899 $377K
Sunbelt Securities, Inc. 0.04% Add +5.8% 3,890 $376K
Alliance Wealth Advisors, LLC 0.24% Reduce -1.8% 3,883 $376K
Americana Partners, LLC 0.03% Add +78.2% 3,882 $375K
Washington Trust Advisors, Inc. 0.03% No change 3,871 $374K
FLC Capital Advisors 0.09% Add +0.4% 3,869 $374K
PFG Advisors 0.03% Reduce -5.1% 3,863 $374K
Almanack Investment Partners, LLC. 0.06% Add +3.4% 3,852 $373K
Enterprise Financial Services Corp 0.22% Reduce -18.3% 3,835 $371K
Patriot Investment Management Group, Inc. 0.03% Reduce -6.4% 3,817 $369K
AlphaCore Capital LLC 0.10% Add +2.3% 3,809 $368K
Means Investment Co., Inc. 0.05% Reduce -15.3% 3,792 $367K
TFG Advisers LLC 0.14% Add +15.3% 3,787 $366K
Balboa Wealth Partners 0.12% Add +32.8% 3,787 $366K
Renasant Bank 0.26% Reduce -0.1% 3,785 $366K
First Citizens Financial Corp 0.22% No change 3,775 $365K
Nicolet Advisory Services, LLC 0.04% Add +70.1% 3,743 $364K
Fairfield, Bush & Co. 0.21% Add +63.3% 3,742 $362K
Coppell Advisory Solutions Corp. 0.07% — 3,736 $361K
Aldebaran Financial Inc. 0.51% Reduce -8.0% 3,725 $360K
Reynders McVeigh Capital Management, LLC 0.02% Add +4.5% 3,718 $360K
Pinnacle Wealth Management Group, Inc. 0.27% Add +15.5% 3,721 $360K
Engineers Gate Manager LP 0.01% New 3,719 $360K
White Knight Strategic Wealth Advisors, LLC 0.37% Add +3.3% 3,715 $359K
Plan Group Financial, LLC 0.24% New 3,714 $359K
Diversify Advisory Services, LLC 0.02% — 3,734 $359K
JB Capital LLC 0.02% Add +0.8% 3,700 $358K
AdvisorNet Financial, Inc 0.03% Add +72.6% 3,699 $358K
Accel Wealth Management 0.15% Reduce -0.7% 3,693 $357K
Sonora Investment Management Group, LLC 0.03% Reduce -0.1% 3,690 $357K
First Financial Corp. 0.18% Reduce -30.0% 3,676 $355K
Boston Financial Mangement LLC 0.01% Reduce -15.9% 3,671 $355K
Broadwater Capital Management LLC 0.27% No change 3,666 $355K
Kiely Wealth Advisory Group, Inc. 0.20% Add +0.2% 3,585 $354K
Objectivity Squared, LLC 0.31% Add +4.4% 3,710 $354K
Darwin Wealth Management, LLC 0.10% Add +0.1% 3,655 $354K
Waddell & Associates, LLC 0.05% Reduce -22.2% 3,654 $353K
First Western Trust Bank 0.02% Add +1.6% 3,651 $353K
ForthRight Wealth Management, LLC 0.13% Add +0.6% 3,651 $353K
IronBridge Private Wealth, LLC 0.15% No change 3,650 $353K
MQS Management LLC 0.20% New 3,647 $353K
Alliance Wealth Advisors, LLC 0.10% Add +32.1% 3,639 $352K
Southland Equity Partners LLC 0.10% Add +1.7% 3,628 $351K
Abn Amro Investment Solutions 0.01% Reduce -3.8% 3,612 $349K
TRUE Private Wealth Advisors 0.04% Reduce -0.2% 3,611 $349K
King Wealth Management Group 0.06% Add +0.0% 3,605 $349K
Marietta Investment Partners LLC 0.08% No change 3,581 $346K
Fulcrum Equity Management 0.41% Add +11.7% 3,580 $346K
WealthPLAN Partners, LLC 0.04% Reduce -21.9% 3,561 $344K
CHICAGO TRUST Co NA 0.07% Add +2.5% 3,552 $344K
Cyndeo Wealth Partners, LLC 0.03% Add +6.1% 3,546 $343K
Grant/GrossMendelsohn, LLC 0.16% Add +0.8% 3,519 $343K
Burney Co./ 0.01% Reduce -19.8% 3,528 $341K
NewEdge Wealth, LLC 0.01% New 3,435 $341K
Beacon Capital Management, LLC 0.07% Add +3.9% 3,524 $341K
Am Investment Strategies LLC 0.09% Add +0.3% 3,513 $340K
Jmac Enterprises LLC 0.06% Reduce -0.3% 3,514 $340K
Verus Financial Partners, Inc. 0.04% Reduce -25.2% 3,514 $340K
Clearstead Trust, LLC 0.09% Reduce -22.1% 3,509 $339K
PCA Investment Advisory Services Inc. 0.19% Add +19.9% 3,487 $337K
Duncker Streett & Co. Inc. 0.07% Reduce -19.8% 3,467 $335K
New Republic Capital, LLC 0.21% Reduce -10.1% 3,466 $335K
MKT Advisors LLC 0.18% Reduce -6.2% 3,510 $335K
CFO4Life Group, LLC 0.06% Add +1.2% 3,462 $335K
Front Row Advisors LLC 0.12% Add +1.2% 3,452 $334K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -8.9% 3,438 $332K
Mission Creek Capital Partners, Inc. 0.09% New 3,434 $332K
Cim Investment Management Inc. 0.10% No change 3,422 $331K
Cascade Investment Group, Inc. 0.25% No change 3,405 $329K
Beaton Management Co. Inc. 0.18% Add +0.0% 3,405 $329K
Strategic Investment Advisors / MI 0.04% Add +9.1% 3,394 $328K
Sandbox Financial Partners, LLC 0.14% Add +1.3% 3,394 $328K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Add +3.3% 3,390 $328K
Avestar Capital, LLC 0.04% Add +20.8% 3,387 $328K
Transcend Capital Advisors, LLC 0.03% Add +4.0% 3,386 $327K
St Germain D J Co. Inc. 0.02% Reduce -17.2% 3,375 $326K
Prio Wealth Limited Partnership 0.01% Reduce -1.1% 3,370 $326K
OMC Financial Services LTD 0.17% — 3,363 $325K
Marathon Capital Management 0.08% No change 3,347 $324K
MWA Asset Management 0.23% Reduce -30.1% 3,335 $323K
West Michigan Advisors, LLC 0.10% Add +7.3% 3,331 $322K
Greenline Partners, LLC 0.05% Reduce -13.4% 3,311 $320K
Cozad Asset Management Inc. 0.03% Reduce -0.2% 3,310 $320K
Meridian Investment Counsel Inc. 0.11% Add +4.8% 3,295 $319K
Abbrea Capital, LLC 0.04% No change 3,291 $318K
Cladis Investment Advisory, LLC 0.23% No change 3,288 $318K
Slagle Financial, LLC 0.17% Reduce -52.4% 3,276 $317K
GAMMA Investing LLC 0.06% Add +1.9% 3,267 $316K
Revolve Wealth Partners, LLC 0.05% Add +1.6% 3,264 $316K
Eudaimonia Partners, LLC 0.08% Reduce -10.8% 3,264 $316K
Pittenger & Anderson Inc. 0.01% No change 3,250 $314K
Pine Harbor Wealth Management, LLC 0.20% No change 3,249 $314K
Acorn Financial Advisory Services Inc. 0.06% Reduce -23.3% 3,247 $314K
Sargent Investment Group, LLC 0.07% New 3,245 $314K
Muirfield Wealth Advisors LLC 0.30% Reduce -5.3% 3,245 $314K
FWG Holdings, LLC 0.17% Add +1.4% 3,042 $313K
LBMC Investment Advisors, LLC 0.03% Reduce -42.0% 3,238 $313K
Stokes Capital Advisors, LLC 0.09% Add +3.4% 3,236 $313K
Baron Silver Stevens Financial Advisors, LLC 0.06% Add +7.3% 3,213 $311K
Rockland Trust Co. 0.02% Reduce -0.8% 3,194 $309K
Cravens & Co Advisors, LLC 0.26% Reduce -3.8% 3,185 $308K
Wimmer Associates 1, LLC 0.16% No change 3,177 $307K
Cypress Asset Management Inc. 0.08% No change 3,175 $307K
Hoylecohen, LLC 0.02% Add +0.1% 3,173 $307K
Waldron Private Wealth LLC 0.01% Reduce -0.0% 3,172 $307K
New Millennium Group LLC 0.23% Add +180.6% 3,168 $306K
CRA Financial Services, LLC 0.07% Add +2.3% 3,160 $306K
Channel Wealth LLC 0.12% Add +0.3% 3,156 $305K
WealthPlan Investment Management, LLC 0.05% No change 3,151 $305K
Ossiam 0.01% Reduce -26.7% 3,137 $303K
Alpha Cubed Investments, LLC 0.02% Reduce -5.2% 3,137 $303K
BBR Partners, LLC 0.02% New 3,126 $302K
Sage Mountain Advisors LLC 0.03% Reduce -13.2% 3,120 $302K
Summit Asset Management, LLC 0.04% No change 3,119 $302K
Readystate Asset Management LP 0.02% Reduce -65.3% 3,109 $301K
Premier Path Wealth Partners, LLC 0.06% Add +4.6% 3,107 $300K
KPP Advisory Services LLC 0.08% Reduce -10.7% 3,106 $300K
Letko, Brosseau & Associates Inc. 0.01% No change 3,100 $300K
Cedar Brook Financial Partners, LLC 0.06% Reduce -2.4% 3,094 $299K
Burns J W & Co. Inc. 0.04% No change 3,083 $298K
Sigma Investment Counselors Inc. 0.02% No change 3,077 $298K
Plato Investment Management Ltd 0.03% No change 3,068 $297K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -1.1% 3,063 $296K
North Star Investment Management Corp. 0.02% Reduce -1.1% 3,062 $296K
LSP Investment Advisors, LLC 0.16% No change 3,060 $296K
Market Street Wealth Management Advisors LLC 0.05% Add +3.1% 3,055 $295K
Baker Boyer National Bank 0.10% No change 3,053 $295K
MJP Associates Inc. 0.06% New 3,052 $295K
Exchange Bank 0.24% Reduce -3.6% 3,045 $294K
New Hampshire Trust 0.07% Add +4.6% 3,043 $294K
Jackson Wealth Management, LLC 0.04% No change 3,043 $294K
Meridian Wealth Partners, LLC 0.05% Reduce -8.1% 3,038 $294K
Richardson Financial Services Inc. 0.21% Add +8.7% 3,037 $294K
McGowan Group Asset Management, Inc. 0.04% Reduce -8.9% 3,034 $293K
Robertson Stephens Wealth Management, LLC 0.02% Add +1.6% 3,031 $293K
MCF Advisors LLC 0.02% Add +0.2% 3,020 $292K
Arrowstreet Capital, Limited Partnership 0.00% New 3,021 $292K
Hurlow Wealth Management Group, Inc. 0.10% Add +0.2% 2,998 $290K
Centurion Wealth Management LLC 0.11% Add +3.1% 2,994 $290K
Thor Investment Management Inc. /Oh/ 0.23% No change 2,988 $289K
Boston Trust Walden Corp 0.00% Add +2.3% 2,984 $289K
Clearstead Advisors, LLC 0.01% Reduce -4.2% 2,802 $288K
Fagan Associates, Inc. 0.05% No change 2,980 $288K
Childress Capital Advisors, LLC 0.08% Reduce -14.1% 2,965 $287K
CX Institutional 0.01% Add +7.0% 2,961 $286K
CPC Advisors, LLC 0.05% Reduce -39.4% 2,959 $286K
Adell Harriman & Carpenter Inc. 0.02% Reduce -25.3% 2,956 $286K
American Money Management, LLC 0.06% Reduce -3.6% 2,945 $285K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% Add +1.7% 2,945 $285K
Cadinha & Co. LLC 0.05% No change 2,935 $284K
Pinnacle Bancorp, Inc. 0.08% Add +37.5% 2,919 $282K
Searle & Co. 0.07% Reduce -9.8% 2,918 $282K
Breakwater Capital Group 0.07% Add +3.9% 2,912 $282K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,907 $281K
Certuity, LLC 0.02% Reduce -11.3% 2,899 $280K
Mosaic Family Wealth Partners, LLC 0.05% No change 2,898 $280K
Pinion Investment Advisors, LLC 0.14% Reduce -15.8% 2,880 $279K
Buckingham Capital Management, Inc. 0.03% Reduce -2.1% 2,873 $278K
Wiser Advisor Group LLC 0.43% Add +0.6% 2,854 $278K
HHM Wealth Advisors, LLC 0.05% Add +9.3% 2,870 $278K
PDS Planning, Inc 0.03% Add +6.6% 2,866 $277K
Spinnaker Investment Group, LLC 0.08% No change 2,848 $275K
Armistice Capital, LLC 0.01% New 2,846 $275K
Elmwood Wealth Management, Inc. 0.12% Add +16.8% 2,843 $275K
Capital Advisors Wealth Management, LLC 0.06% New 2,842 $275K
FSB Premier Wealth Management, Inc. 0.13% Reduce -0.3% 2,815 $272K
Rosenberg Matthew Hamilton 0.08% Reduce -6.7% 2,824 $271K
Pallas Capital Advisors LLC 0.01% Add +14.3% 2,802 $271K
Nwam LLC 0.02% Add +2.4% 2,667 $271K
Blossom Wealth Management 0.65% Add +3.9% 2,795 $270K
Fca Corp. 0.09% No change 2,794 $270K
Smithfield Trust Co 0.01% Reduce -9.8% 2,828 $270K
Beacon Investment Advisors LLC 0.15% Add +0.6% 2,791 $270K
Mark Sheptoff Financial Planning, LLC 0.15% No change 2,785 $269K
Uncommon Cents Investing LLC 0.08% Add +1.1% 2,783 $269K
Sierra Summit Advisors LLC 0.07% Add +0.9% 2,781 $269K
Capital City Trust Co. 0.07% No change 2,771 $268K
Van Cleef Asset Management,Inc 0.03% No change 2,749 $266K
Ironsides Asset Advisors, LLC 0.09% New 2,744 $265K
Brass Tax Wealth Management, Inc. 0.14% — 2,731 $264K
HTLF Bank 0.03% No change 2,726 $264K
Pflug Koory, LLC 0.02% Add +10.4% 2,726 $264K
Onyx Bridge Wealth Group LLC 0.05% Reduce -25.1% 2,696 $263K
Carl P. Sherr & Co., LLC 0.15% No change 2,721 $263K
Alaethes Wealth, LLC 0.12% No change 2,720 $263K
L2 Asset Management, LLC 0.09% Add +8.8% 2,710 $262K
Verus Capital Partners, LLC 0.03% Reduce -0.6% 2,700 $261K
Kraematon Investment Advisors, Inc. 0.26% Reduce -1.0% 2,694 $261K
NorthStar Asset Management LLC 0.20% Add +5.4% 2,687 $260K
Pearl River Capital, LLC 0.04% New 2,681 $259K
Eagle Capital Management, LLC 0.12% New 2,673 $259K
Ritter Daniher Financial Advisory LLC / DE 0.09% Add +0.1% 2,667 $258K
Graham Capital Management, L.P. 0.01% Reduce -98.8% 2,662 $257K
CarsonAllaria Wealth Management, Ltd. 0.16% Reduce -17.4% 2,659 $257K
Sanders Morris Harris LLC 0.05% New 2,650 $256K
Thrive Capital Management, LLC 0.14% Reduce -45.5% 2,647 $256K
Gilman Hill Asset Management, LLC 0.05% Reduce -3.6% 2,645 $256K
Stokes Family Office, LLC 0.03% Add +0.2% 2,643 $256K
O'Keefe Stevens Advisory, Inc. 0.08% New 2,640 $255K
Baron Wealth Management LLC 0.14% Add +10.0% 2,638 $255K
BIP Wealth, LLC 0.02% Reduce -23.1% 2,631 $254K
Evergreen Capital Management LLC 0.01% Add +15.8% 2,631 $254K
Vest Financial, LLC 0.01% New 2,628 $254K
Absher Wealth Management, LLC 0.04% Reduce -7.3% 2,615 $253K
Partnership Wealth Management, LLC 0.18% No change 2,612 $253K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 2,611 $253K
Peachtree Investment Partners, LLC 0.10% Reduce -6.7% 2,609 $252K
Griffin Asset Management, Inc. 0.03% New 2,599 $251K
Prosperity Consulting Group, LLC 0.03% New 2,599 $251K
Pure Financial Advisors, LLC 0.01% Reduce -25.0% 2,596 $251K
Nicolet Bankshares Inc. 0.05% No change 2,593 $251K
First Nebraska Trust Co 0.03% No change 2,593 $251K
West Paces Advisors Inc. 0.07% Reduce -27.8% 2,584 $250K
Rossmore Private Capital 0.03% No change 2,584 $250K
Citizens National Bank Trust Department 0.06% No change 2,577 $249K
McLean Asset Management Corp 0.09% Reduce -13.7% 2,556 $249K
Kapitalo Investimentos Ltda 0.05% Reduce -29.6% 2,566 $248K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -8.7% 2,566 $248K
VeraBank, N.A. 0.08% No change 2,563 $248K
Vantage Financial Partners, LLC 0.07% Add +0.6% 2,563 $248K
M&R Capital Management Inc. 0.06% No change 2,557 $247K
Sittner & Nelson, LLC 0.12% No change 2,551 $247K
Advus Financial Partners, LLC 0.08% Add +3.8% 2,548 $246K
First American Trust, FSB 0.03% New 2,534 $245K
Custom Portfolio Group LLC 0.20% No change 2,574 $245K
Central Bank & Trust Co. 0.03% Reduce -44.6% 2,534 $245K
Executive Wealth Management, LLC 0.02% New 2,547 $245K
Obsidian Personal Planning Solutions LLC 0.16% Reduce -11.8% 2,487 $244K
Kohmann Bosshard Financial Services, LLC 0.03% Add +10.0% 2,526 $244K
Hudson Value Partners, LLC 0.10% No change 2,525 $244K
Beirne Wealth Consulting Services, LLC 0.10% Reduce -1.2% 2,522 $244K
Zacks Investment Management 0.00% Reduce -18.5% 2,522 $244K
Evoke Wealth, LLC 0.01% New 2,521 $244K
Stonebrook Private Inc. 0.07% Reduce -6.2% 2,520 $244K
Northstar Advisory Group, LLC 0.15% No change 2,365 $244K
Xcel Wealth Management, LLC 0.08% Add +13.5% 2,517 $243K
Schulz Wealth, LTD. 0.21% No change 2,505 $242K
Shayne & Jacobs, LLC 0.07% No change 2,500 $242K
Wealth Quarterback LLC 0.13% Add +5.0% 2,493 $241K
FRG Family Wealth Advisors LLC 0.05% No change 2,450 $241K
Grandfield & Dodd, LLC 0.02% Reduce -2.6% 2,485 $240K
Hilltop National Bank 0.08% — 2,484 $240K
Peoples Bank 0.19% No change 2,477 $240K
Mainstay Capital Management LLC 0.05% Reduce -41.3% 2,475 $239K
Edgemoor Investment Advisors, Inc. 0.02% No change 2,474 $239K
Quotient Wealth Partners, LLC 0.01% New 2,468 $239K
Red Wave Investments LLC 0.09% No change 2,464 $238K
Weatherly Asset Management L. P. 0.02% Add +0.0% 2,463 $238K
Virtue Capital Management, LLC 0.04% New 2,474 $237K
Aerodigm Wealth, LLC 0.10% New 2,442 $236K
NBW Capital LLC 0.05% Add +12.1% 2,442 $236K
Bremer Bank National Association 0.04% Reduce -92.2% 2,442 $236K
Allegiance Financial Group Advisory Services LLC 0.10% Add +0.7% 2,437 $236K
Sugarloaf Wealth Management, LLC 0.05% Reduce -13.8% 2,436 $236K
Allegheny Financial Group 0.07% Add +0.0% 2,430 $235K
Bridges Investment Management Inc. 0.01% No change 2,429 $235K
TrueWealth Advisors, LLC 0.09% Add +6.3% 2,429 $235K
Catalina Capital Group, LLC 0.10% New 2,428 $235K
Lockerman Financial Group, Inc. 0.45% Reduce -0.1% 2,426 $235K
Mezzasalma Advisors, LLC 0.11% Add +16.9% 2,425 $235K
Barlow Wealth Partners, LLC 0.03% Add +8.8% 2,469 $234K
Royal Capital Wealth Management, LLC 0.18% No change 2,416 $234K
Fortitude Advisory Group L.L.C. 0.13% Reduce -24.2% 2,406 $233K
Summit X, LLC 0.06% Reduce -4.3% 2,403 $233K
Bay Rivers Group 0.13% Add +12.9% 2,404 $232K
Penn Mutual Asset Management 0.76% No change 2,400 $232K
Apriem Advisors 0.03% Reduce -28.3% 2,400 $232K
Truvestments Capital LLC 0.09% Reduce -32.0% 2,399 $232K
CapWealth Advisors, LLC 0.03% Reduce -11.3% 2,393 $231K
Bath Savings Trust Co 0.02% Reduce -3.2% 2,391 $231K
Joule Financial, LLC 0.10% Add +0.0% 2,390 $231K
Union Savings Bank 0.12% No change 2,388 $231K
Main Street Financial Solutions, LLC 0.02% Add +3.7% 2,377 $230K
S. R. Schill & Associates 0.10% No change 2,375 $230K
Allstate Corp. 0.02% Reduce -4.0% 2,369 $229K
McRae Capital Management Inc. 0.05% No change 2,366 $229K
Clarus Group, Inc. 0.16% Reduce -3.8% 2,358 $228K
Proficio Capital Partners LLC 0.03% Reduce -4.6% 2,357 $228K
CTC Alternative Strategies, Ltd. 0.14% New 2,350 $227K
United Asset Strategies, Inc. 0.02% Reduce -2.5% 2,347 $227K
1834 Investment Advisors Co. 0.03% Reduce -10.1% 2,337 $226K
Apella Capital, LLC 0.01% Reduce -13.5% 2,318 $226K
Lokken Investment Group LLC 0.11% Add +0.1% 2,331 $225K
Gleason Group, Inc. 0.05% Reduce -13.4% 2,329 $225K
Western Pacific Wealth Management, LP 0.16% Add +0.0% 2,327 $225K
Power Wealth Management LLC 0.14% Reduce -18.5% 2,325 $225K
Lazari Capital Management, Inc. 0.12% Add +1.0% 2,316 $224K
Donald L. Hagan, LLC 0.12% No change 2,312 $224K
Vantage Financial Partners Ltd., Inc. 0.06% New 2,311 $223K
Bridge Creek Capital Management LLC 0.07% No change 2,307 $223K
DGS Capital Management, LLC 0.06% New 2,304 $223K
Essex Investment Management Co. LLC 0.04% No change 2,291 $222K
Avidian Wealth Enterprises, LLC 0.01% Add +4.3% 2,284 $221K
Clear Creek Financial Management, LLC 0.03% Add +2.0% 2,282 $221K
1900 Wealth Management LLC 0.02% Add +9.1% 2,275 $220K
Mainsail Asset Management, LLC 0.18% No change 2,270 $220K
Arden Trust Co 0.03% No change 2,266 $219K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% Add +0.3% 2,264 $219K
Cardiff Park Advisors, LLC 0.02% New 2,263 $219K
Cubic Asset Management, LLC 0.05% No change 2,263 $219K
LCM Capital Management Inc 0.14% Add +1.6% 2,252 $218K
Corton Capital Inc. 0.08% Reduce -79.1% 2,243 $217K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +19.5% 2,236 $216K
Howard Wealth Management, LLC 0.18% Reduce -1.1% 2,234 $216K
Liberty Wealth Management LLC 0.04% Add +3.2% 2,238 $216K
Matrix Private Capital Group LLC 0.15% No change 2,233 $216K
LexAurum Advisors, LLC 0.05% Reduce -0.8% 2,233 $216K
Callan Capital, LLC 0.02% New 2,233 $216K
Tradition Wealth Management, LLC 0.02% Add +0.7% 2,233 $216K
Charles Schwab Trust Co 0.02% New 2,232 $216K
Arkfeld Wealth Strategies, L.L.C. 0.12% Add +0.8% 2,262 $216K
Keel Point, LLC 0.02% Reduce -0.5% 2,229 $216K
Detalus Advisors, LLC 0.08% Reduce -28.2% 2,226 $215K
MeadowBrook Investment Advisors LLC 0.20% No change 2,207 $213K
Meridian Financial Advisors, LLC 0.16% No change 2,206 $213K
Providence First Trust Co 0.09% No change 2,200 $213K
Tilia Fiduciary Partners, Inc. 0.17% Reduce -14.0% 2,197 $213K
Geller Advisors LLC 0.02% Add +1.6% 2,193 $212K
Fiduciary Family Office, LLC 0.08% New 2,183 $211K
Roble, Belko & Company, Inc 0.04% No change 2,182 $211K
Capital Analysts, LLC 0.01% No change 2,188 $211K
M. Kraus & Co 0.06% Reduce -10.9% 2,179 $211K
Clayton Financial Group LLC 0.10% New 2,170 $210K
Institutional & Family Asset Management, LLC 0.03% No change 2,169 $210K
Householder Group Estate & Retirement Specialist, LLC 0.06% Add +5.9% 2,167 $210K
Foster Group, Inc. 0.01% New 2,150 $208K
First Financial Bankshares Inc 0.00% Reduce -23.4% 2,141 $207K
L. Roy Papp & Associates, LLP 0.02% No change 2,135 $206K
Ostrum Asset Management 0.02% No change 2,110 $204K
DMC Group, LLC 0.18% Reduce -22.4% 2,108 $204K
D'Orazio & Associates, Inc. 0.03% New 2,107 $204K
Horan Capital Advisors, LLC. 0.07% Reduce -16.6% 2,104 $203K
XTX Topco Ltd 0.03% New 2,103 $203K
Calamos Wealth Management LLC 0.01% Reduce -27.1% 2,102 $203K
Lindbrook Capital, LLC 0.02% Reduce -12.7% 2,073 $200K
Stone Run Capital, LLC 0.08% No change 2,071 $200K
Eads & Heald Wealth Management 0.09% Reduce -26.8% 2,072 $200K
Larson Financial Group LLC 0.02% Reduce -7.7% 2,056 $199K
Indiana Trust & Investment Management Co 0.08% Reduce -5.0% 2,047 $198K
West Branch Capital LLC 0.08% Reduce -25.5% 2,031 $196K
Arax Advisory Partners 0.02% Add +17.2% 1,999 $193K
City State Bank 0.08% No change 1,951 $189K
Chelsea Counsel Co. 0.11% No change 1,951 $189K
Glass Jacobson Investment Advisors llc 0.07% Add +5.3% 1,928 $186K
Valley National Advisers Inc. 0.03% Add +1.6% 1,922 $185K
Alta Advisers Ltd 0.09% No change 1,900 $184K
MV Capital Management, Inc. 0.02% Add +0.5% 1,898 $184K
Silvant Capital Management LLC 0.01% No change 1,886 $182K
Hazlett, Burt & Watson, Inc. 0.11% Add +15.6% 1,893 $182K
Beaird Harris Wealth Management, LLC 0.02% Add +14.6% 1,873 $181K
Gen-Wealth Partners Inc 0.09% — 1,840 $178K
Harbor Investment Advisory, LLC 0.02% Reduce -53.8% 1,836 $178K
BKM Wealth Management, LLC 0.08% Add +12.1% 1,831 $177K
Tradewinds Capital Management, LLC 0.05% No change 1,809 $175K
Gradient Investments LLC 0.00% Reduce -77.8% 1,798 $174K
Kepos Capital LP 0.04% Reduce -37.0% 1,788 $173K
Stephens Consulting, LLC 0.05% No change 1,787 $173K
AlphaMark Advisors, LLC 0.06% Reduce -8.4% 1,774 $172K
Castleview Partners, LLC 0.10% Add +35.2% 1,763 $171K
WR Wealth Planners, LLC 0.05% New 1,757 $170K
Janiczek Wealth Management, LLC 0.04% Reduce -29.1% 1,750 $169K
Elevation Wealth Partners, LLC 0.08% Reduce -7.1% 1,749 $169K
Old Second National Bank of Aurora 0.04% No change 1,738 $168K
First United Bank & Trust 0.06% No change 1,718 $166K
New Covenant Trust Company, N.A. 0.17% — 1,711 $165K
Barrett & Company, Inc. 0.08% Reduce -1.1% 1,694 $164K
Allianz SE 0.01% — 1,666 $161K
Johnson Financial Group, Inc. 0.01% Add +12.6% 1,640 $159K
Sound Income Strategies, LLC 0.01% Add +0.1% 1,602 $155K
Wetzel Investment Advisors, Inc. 0.09% Reduce -0.5% 1,581 $152K
RFP Financial Group LLC 0.06% Reduce -8.3% 1,561 $151K
Leonteq Securities AG 0.02% Reduce -4.0% 1,558 $151K
Shell Asset Management Co. 0.01% Reduce -8.2% 1,499 $150K
Dakota Community Bank & Trust NA 0.81% Add +1.7% 1,544 $149K
Arrow Financial Corp 0.01% Reduce -1.6% 1,528 $148K
CoreFirst Bank & Trust 0.09% Reduce -15.1% 1,522 $147K
Deseret Mutual Benefit Administrators 0.07% Add +6.4% 1,505 $146K
Country Trust Bank 0.00% No change 1,480 $143K
Tyler-Stone Wealth Management 0.06% Add +14.4% 1,410 $136K
Center for Financial Planning, Inc. 0.02% Reduce -0.3% 1,408 $136K
Main Street Group, LTD 0.07% Add +30.1% 1,400 $135K
Venturi Wealth Management, LLC 0.01% Add +9.0% 1,380 $133K
TCTC Holdings, LLC 0.00% No change 1,373 $133K
Knuff & Co LLC 0.04% Reduce -13.3% 1,358 $131K
Vestor Capital, LLC 0.01% No change 1,353 $131K
Atwood & Palmer Inc. 0.01% Reduce -2.3% 1,348 $130K
LGT Financial Advisors LLC 0.15% Add +1.1% 1,327 $128K
Investors Research Corp 0.03% No change 1,310 $127K
New England Capital Financial Advisors LLC 0.07% No change 1,309 $127K
Hollencrest Capital Management 0.01% No change 1,250 $121K
Community Bank, N.A. 0.02% Reduce -18.0% 1,250 $121K
Nemes Rush Group LLC 0.02% No change 1,236 $120K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $119K
Coston, McIsaac & Partners 0.04% Add +27.3% 1,236 $119K
Icon Wealth Advisors, LLC 0.01% Reduce -31.4% 1,219 $118K
LifeSteps Financial, Inc. 0.09% New 1,209 $117K
Ruedi Wealth Management, Inc. 0.05% No change 1,207 $117K
S.A. Mason LLC 0.07% No change 1,203 $116K
Ziegler Capital Management, LLC 0.00% Reduce -26.2% 11,851 $115K
Toth Financial Advisory Corp. 0.01% Add +0.9% 1,178 $114K
Redmont Wealth Advisors LLC 0.16% New 1,170 $113K
Key Financial Inc 0.03% Add +10.1% 1,165 $113K
First Foundation Advisors 0.00% Reduce -35.2% 1,158 $112K
Cambridge Trust Co. 0.00% Reduce -45.6% 1,136 $110K
Raffa Wealth Management, LLC 0.03% Add +895.6% 1,135 $110K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -90.2% 1,130 $109K
Scarborough Advisors, LLC 0.05% No change 1,127 $109K
Towne Trust Company, N.A 0.04% Reduce -16.0% 1,103 $107K
Bangor Savings Bank 0.01% Reduce -22.2% 1,103 $107K
Centerpoint Advisors, LLC 0.04% Add +32.0% 1,098 $106K
AllSquare Wealth Management LLC 0.06% No change 1,082 $105K
Webster Bank, N. A. 0.01% Reduce -9.9% 1,059 $102K
Cherry Tree Wealth Management, LLC 0.03% Add +0.9% 1,051 $102K
Addison Advisors LLC 0.03% No change 1,033 $100K
Advantage Trust Co 0.07% No change 1,029 $100K
Piscataqua Savings Bank 0.09% No change 1,029 $100K
Byrne Asset Management LLC 0.08% New 1,018 $98K
Hantz Financial Services, Inc. 0.00% New 1,004 $97K
Mechanics Financial Corp 0.05% No change 1,000 $97K
Atticus Wealth Management, LLC 0.03% Reduce -10.0% 993 $96K
Plante Moran Financial Advisors, LLC 0.01% Add +18.9% 992 $96K
Missouri Trust & Investment Co 0.04% Add +106.2% 971 $94K
GPS Wealth Strategies Group, LLC 0.01% Reduce -4.6% 953 $92K
Kozak & Associates, Inc. 0.02% Add +1.1% 894 $92K
Highlander Capital Management, LLC 0.04% No change 929 $90K
GoalVest Advisory LLC 0.03% Add +890.0% 891 $86K
Capital Advisors, Ltd. LLC 0.01% Add +12.9% 869 $84K
Central Pacific Bank - Trust Division 0.01% — 833 $80K
Transamerica Financial Advisors, LLC 0.01% Reduce -90.3% 821 $80K
Virtus Investment Advisers, LLC 0.06% Reduce -9.6% 813 $79K
Ameliora Wealth Management Ltd. 0.04% Reduce -2.5% 810 $78K
Louisbourg Investments Inc. 0.02% No change 800 $77K
Cassady Schiller Wealth Management, LLC 0.03% Add +11.2% 794 $77K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $74K
Laffer Tengler Investments, Inc. 0.02% Reduce -7.5% 756 $73K
Foster Dykema Cabot & Partners, LLC 0.01% Add +43.2% 743 $72K
PFS Partners, LLC 0.05% Add +0.8% 741 $72K
Luken Investment Analytics, LLC 0.04% No change 721 $70K
C M Bidwell & Associates Ltd. 0.05% New 708 $68K
Avalon Trust Co 0.01% Reduce -12.5% 700 $68K
Boyd Watterson Asset Management LLC 0.02% No change 697 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 695 $67K
Westside Investment Management, Inc. 0.02% No change 671 $65K
Atlantic Edge Private Wealth Management, LLC 0.02% New 667 $65K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $65K
Wellington Shields Capital Management, LLC 0.01% No change 649 $63K
Federation des caisses Desjardins du Quebec 0.00% Reduce -38.5% 649 $63K
Perkins Coie Trust Co 0.01% No change 649 $63K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $62K
LRI Investments, LLC 0.02% — 635 $61K
Macroview Investment Management LLC 0.07% Add +0.3% 629 $61K
Bruce G. Allen Investments, LLC 0.05% Reduce -15.2% 621 $60K
Canopy Partners, LLC 0.03% Reduce -75.9% 610 $59K
Investment Research & Advisory Group, Inc. 0.03% Add +1.0% 608 $59K
Northwest Bank & Trust Co 0.05% No change 588 $58K
RE Dickinson Investment Advisors, LLC 0.04% No change 587 $57K
Emfo, LLC 0.05% No change 584 $56K
Davis Capital Management 0.05% No change 585 $56K
Oliver Lagore Vanvalin Investment Group 0.02% No change 579 $56K
Bellevue Asset Management, LLC 0.03% Add +0.2% 574 $56K
GHP Investment Advisors, Inc. 0.00% No change 574 $56K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 570 $55K
Princeton Global Asset Management LLC 0.01% No change 560 $54K
Trivant Custom Portfolio Group, LLC 0.03% No change 550 $53K
Global Trust Asset Management, LLC 0.02% Reduce -31.9% 534 $52K
Delta Asset Management LLC 0.00% No change 518 $50K
Stuart Chaussee & Associates, Inc. 0.01% No change 514 $50K
Kelly Financial Services LLC 0.02% Add +0.8% 502 $49K
Global Assets Advisory, LLC 0.03% New 504 $48K
Lummis Asset Management, LP 0.06% No change 500 $48K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $48K
Canton Hathaway, LLC 0.01% No change 471 $46K
Rational Advisors, Inc. 0.00% No change 472 $46K
Twin Tree Management, LP 0.00% New 468 $45K
Prestige Wealth Management Group LLC 0.01% Reduce -32.4% 449 $43K
PFG Private Wealth Management, LLC 0.03% Reduce -75.9% 440 $43K
FSA Wealth Management LLC 0.02% No change 437 $42K
Gilliland Jeter Wealth Management LLC 0.01% New 433 $42K
Horrell Capital Management, Inc. 0.01% Add +0.9% 429 $41K
Rise Advisors, LLC 0.02% New 423 $41K
Pineridge Advisors LLC 0.01% Reduce -35.3% 420 $41K
McIlrath & Eck, LLC 0.01% No change 392 $38K
Motco 0.00% Reduce -9.6% 387 $37K
EntryPoint Capital, LLC 0.03% New 375 $36K
Acima Private Wealth, LLC 0.01% No change 368 $36K
Versant Capital Management, Inc 0.01% Add +46.6% 368 $36K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +14.8% 364 $35K
TFC Financial Management, Inc. 0.01% Add +1.1% 353 $34K
First Community Trust NA 0.03% No change 348 $34K
WFA Asset Management Corp 0.02% Add +0.6% 343 $33K
Lipe & Dalton 0.02% No change 343 $33K
Abound Wealth Management 0.01% Reduce -42.1% 338 $33K
Cedar Wealth Management, LLC 0.01% Add +101.2% 336 $32K
Tortoise Investment Management, LLC 0.00% No change 334 $32K
FSC Wealth Advisors, LLC 0.02% Reduce -0.3% 322 $31K
Covestor Ltd 0.02% Reduce -4.0% 316 $31K
Global Wealth Strategies & Associates 0.01% No change 317 $31K
Riverview Trust Co 0.02% New 314 $30K
Pacifica Partners Inc. 0.01% Add +0.3% 312 $30K
Norwood Financial Corp 0.04% No change 303 $29K
GW&K Investment Management, LLC 0.00% Reduce -3.6% 297 $29K
Lowe Wealth Advisors, LLC 0.01% No change 299 $29K
Bell Investment Advisors, Inc 0.01% Add +3.6% 291 $28K
Compass Wealth Management LLC 0.01% Reduce -27.5% 290 $28K
CKW Financial Group 0.00% No change 288 $28K
Impact Partnership Wealth, LLC 0.01% Reduce -36.1% 276 $27K
JNBA Financial Advisors 0.00% No change 276 $27K
Private Wealth Management Group, LLC 0.01% No change 271 $26K
First Pacific Financial 0.01% Add +15.0% 269 $26K
Northwest Investment Counselors, LLC 0.01% New 263 $25K
Mascoma Wealth Management LLC 0.01% No change 262 $25K
Altshuler Shaham Ltd 0.00% Reduce -5.2% 257 $25K
Core Alternative Capital 0.00% Reduce -53.7% 250 $24K
Avion Wealth 0.01% Add +88.5% 247 $24K
Operose Advisors LLC 0.01% No change 248 $24K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +42.9% 240 $24K
Richard W. Paul & Associates, LLC 0.01% No change 242 $23K
Chilton Capital Management LLC 0.00% Add +138.6% 241 $23K
Creekmur Asset Management LLC 0.01% Reduce -41.7% 232 $22K
Sachetta, LLC 0.01% No change 229 $22K
ORG Partners LLC 0.04% Reduce -82.4% 229 $22K
St. Johns Investment Management Company, LLC 0.01% No change 226 $22K
Bradley & Co. Private Wealth Management, LLC 0.02% Add +4.7% 222 $21K
Frazier Financial Advisors, LLC 0.02% Add +59.9% 219 $21K
Private Ocean, LLC 0.00% Add +71.5% 211 $20K
Millburn Ridgefield LLC 0.00% Add +4.0% 206 $20K
Catalyst Capital Advisors LLC 0.00% Add +4.0% 206 $20K
Perritt Capital Management Inc 0.01% Add +1.0% 203 $20K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 202 $19K
Carolina Wealth Advisors, LLC 0.01% No change 197 $19K
Financial Connections Group, Inc. 0.02% Add +0.5% 188 $19K
Financial Freedom, LLC 0.01% No change 192 $19K
DT Investment Partners, LLC 0.00% No change 190 $18K
Briaud Financial Planning Inc 0.01% New 175 $17K
SRH Advisors, LLC 0.01% No change 175 $17K
American Capital Advisory, LLC 0.01% Add +4.2% 173 $17K
Fortitude Family Office, LLC 0.01% Reduce -24.0% 171 $17K
Baldwin Wealth Partners LLC 0.00% Reduce -90.8% 170 $16K
Financial Perspectives, Inc 0.01% No change 168 $16K
Signature Resources Capital Management, LLC 0.02% No change 166 $16K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -8.3% 165 $16K
SJS Investment Consulting Inc. 0.00% Reduce -11.8% 165 $16K
USA Financial Formulas 0.00% New 163 $16K
Orion Capital Management LLC 0.01% No change 159 $15K
MidAtlantic Capital Management, Inc. 0.01% No change 155 $15K
Viking Fund Management LLC 0.00% No change 150 $15K
Tidemark, LLC 0.01% New 148 $14K
Ramirez Asset Management, Inc. 0.00% No change 144 $14K
Tsfg, LLC 0.00% No change 136 $13K
Legend Financial Advisors, Inc. 0.01% Reduce -50.0% 133 $13K
True Wealth Design, LLC 0.00% Reduce -28.4% 131 $13K
ESL Trust Services, LLC 0.00% New 131 $13K
Transcendent Capital Group LLC 0.01% No change 130 $13K
Halpern Financial, Inc. 0.00% Reduce -42.8% 123 $12K
FWL Investment Management, LLC 0.01% New 120 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -17.9% 119 $12K
Mma Asset Management LLC 0.01% New 114 $11K
Cyrus J. Lawrence, LLC 0.00% — 121 $11K
Stone House Investment Management, LLC 0.00% New 112 $11K
Retirement Group, LLC 0.00% No change 111 $11K
Red Tortoise LLC 0.01% No change 109 $11K
West Financial Advisors, LLC 0.00% No change 108 $10K
Elequin Capital, LP 0.01% New 106 $10K
Core Wealth Advisors, Inc. 0.00% Add +1.0% 102 $10K
General Partner, Inc. 0.01% Add +98.0% 101 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.8% 94 $9K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Cornerstone Planning Group LLC 0.00% Reduce -41.2% 87 $9K
POM Investment Strategies, LLC 0.01% Add +1.2% 84 $8K
Dagco, Inc. 0.00% New 78 $8K
Chesapeake Asset Management LLC 0.01% Reduce -71.6% 75 $7K
Horizon Bancorp Inc. 0.00% Reduce -73.2% 76 $7K
Winch Advisory Services, LLC 0.00% Add +1.4% 72 $7K
CGC Financial Services, LLC 0.00% No change 66 $6K
Aspect Partners, LLC 0.00% No change 63 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 63 $6K
Caitlin John, LLC 0.00% Add +1.6% 62 $6K
BOK Financial Private Wealth, Inc. 0.00% Reduce -89.2% 61 $6K
Dunhill Financial, LLC 0.00% Add +20.4% 59 $6K
Granite FO LLC 0.00% No change 50 $6K
Planning Capital Management Corp 0.00% Reduce -38.1% 52 $5K
Tributary Capital Management, LLC 0.00% New 50 $5K
WealthCollab, LLC 0.00% Reduce -6.5% 29 $3K
Eukles Asset Management 0.00% No change 28 $3K
Pingora Partners LLC 0.00% New 25 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -84.5% 22 $2K
Guardian Wealth Management, Inc. 0.00% No change 21 $2K
Benjamin Edwards Inc. 0.00% Reduce -80.5% 24 $2K
Spectrum Wealth Counsel, LLC 0.00% New 20 $2K
Eagle Bay Advisors LLC 0.00% No change 17 $2K
Trifecta Capital Advisors, LLC 0.00% No change 13 $1K
Valued Wealth Advisors LLC 0.00% Add +12.5% 9 $871
Frank, Rimerman Advisors LLC 0.00% No change 7 $677

"% of holder's portfolio" is DUK's weight in each manager's 13F, not the share of Duke Energy Corp. the manager owns.