Duke EnergyDUK

13F holders, Q2 2024 (June 30)
1,966holders +64
147new positions
82sold out
6famous investors
$100.20avg. 13F price*

At the end of Q2 2024, 1,966 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 64 from Q1 2024. 147 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($7.1B), BlackRock Inc. ($5.9B) and State Street Corp. ($3.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions147$284.1M
Exits82$150.6M

All 13F filers, Q1 2024 → Q2 2024: 22,495,091 shares bought and 18,582,649 shares sold, net +3,912,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,966 holders

Vanguard Group Inc. 0.14% Add +0.8% 71,227,126 $7.1B
BlackRock Inc. 0.13% Add +2.9% 58,481,835 $5.9B
State Street Corp. 0.17% Reduce -0.7% 38,188,823 $3.8B
Wellington Management Group LLP 0.35% Reduce -3.3% 19,505,694 $2.0B
Massachusetts Financial Services Co. 0.56% Reduce -1.8% 18,274,591 $1.8B
Geode Capital Management, LLC 0.15% Add +3.0% 17,045,874 $1.7B
Morgan Stanley 0.09% Add +0.8% 10,977,944 $1.1B
Capital Research Global Investors 0.23% Reduce -11.0% 10,227,930 $1.0B
Bank of America Corp. 0.09% Add +3.4% 9,105,221 $912.6M
Franklin Resources Inc. 0.27% Add +1.8% 8,699,109 $871.9M
Charles Schwab Investment Management Inc. 0.16% Reduce -0.2% 8,592,332 $861.2M
Royal Bank of Canada 0.20% Reduce -4.3% 8,252,081 $827.1M
Northern Trust Corp. 0.13% Add +3.6% 7,790,517 $780.8M
FMR LLC 0.05% Reduce -2.9% 7,669,960 $768.8M
Legal & General Group Plc 0.18% Reduce -7.8% 6,204,844 $621.9M
American Century Companies Inc. 0.35% Reduce -10.4% 5,703,710 $571.7M
Federated Hermes, Inc. 1.29% Reduce -2.4% 5,439,042 $545.2M
Bank of New York Mellon Corp 0.10% Reduce -1.8% 5,148,080 $516.0M
Neuberger Berman Group LLC 0.36% Reduce -12.4% 4,376,683 $438.7M
Invesco Ltd. 0.09% Reduce -4.0% 4,367,309 $437.7M
Wells Fargo & Company 0.10% Add +1.6% 4,032,861 $404.2M
Macquarie Group Ltd. 0.44% Reduce -9.5% 3,845,857 $385.5M
California Public Employees Retirement System 0.28% Reduce -17.0% 3,746,354 $375.5M
State Farm Mutual Automobile Insurance Co. 0.32% No change 3,569,308 $357.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +21.1% 3,536,549 $354.5M
JPMorgan Chase & Co. 0.03% Reduce -8.3% 3,437,229 $344.5M
Nuveen Asset Management, LLC 0.09% Reduce -8.5% 3,151,584 $318.5M
Mitsubishi UFJ Trust & Banking Corp 0.76% Reduce -8.2% 3,174,750 $318.2M
Goldman Sachs Group Inc. 0.06% Add +14.2% 3,148,872 $315.6M
UBS Group AG 0.09% Add +17.9% 2,794,737 $280.1M
GQG Partners LLC 0.40% Add +4021.6% 2,599,671 $260.6M
Cohen & Steers, Inc. 0.54% Add +91.3% 2,575,669 $258.2M
Envestnet Asset Management Inc. 0.09% Add +1.7% 2,471,035 $247.7M
Raymond James & Associates 0.16% Add +28.3% 2,469,305 $247.5M
Caisse de depot et placement du Quebec 0.59% Add +51.9% 2,423,745 $242.9M
Cullen Capital Management, LLC 2.69% Reduce -3.4% 2,330,956 $233.6M
Swiss National Bank 0.16% Reduce -1.0% 2,284,141 $228.9M
Mackenzie Financial Corp. 0.31% Add +65.7% 2,052,969 $205.8M
Ensign Peak Advisors, Inc 0.37% Reduce -1.7% 2,016,455 $202.1M
Barclays PLC 0.09% Reduce -9.9% 1,975,418 $198.0M
Dimensional Fund Advisors LP 0.05% Add +15.2% 1,816,758 $182.1M
Amundi 0.07% Add +87.2% 1,802,847 $180.0M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -7.5% 1,792,278 $179.6M
LPL Financial LLC 0.08% Add +3.6% 1,625,990 $163.0M
National Pension Service 0.18% Add +1.8% 1,571,654 $157.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.03% Add +0.1% 1,548,129 $155.2M
First Trust Advisors LP 0.16% Reduce -12.9% 1,538,078 $154.2M
Bank of Montreal 0.04% Add +10.8% 1,447,014 $146.6M
Rhumbline Advisers 0.13% Reduce -1.1% 1,394,976 $139.8M
Canada Pension Plan Investment Board 0.13% Add +8.0% 1,351,527 $135.5M
APG Asset Management N.V. 0.24% Reduce -11.9% 1,422,553 $133.0M
Bessemer Group Inc. 0.23% Reduce -1.3% 1,321,372 $132.4M
BNP Paribas Financial Markets 0.14% Add +42.6% 1,305,931 $130.9M
Victory Capital Management Inc. 0.13% Add +18.7% 1,301,683 $130.5M
T. Rowe Price Associates Inc. 0.01% Add +2.5% 1,233,538 $123.6M
Voya Investment Management LLC 0.13% Add +2.9% 1,155,658 $115.8M
Ameriprise Financial Inc. 0.03% Reduce -2.9% 1,118,845 $112.1M
Empower Advisory Group, LLC 0.41% Add +1.4% 1,104,555 $110.7M
Great Lakes Advisors, LLC 0.98% Reduce -6.1% 1,097,471 $110.0M
Adage Capital Partners Gp, L.L.C. 0.20% Add +40.9% 1,065,313 $106.8M
HSBC Holdings PLC 0.07% Reduce -21.3% 1,052,544 $105.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +13.1% 1,027,497 $103.0M
California State Teachers Retirement System 0.13% Reduce -3.2% 1,025,400 $102.8M
Mariner, LLC 0.20% Add +3.2% 1,022,690 $102.5M
Thrivent Financial for Lutherans 0.20% Add +7.4% 1,001,781 $100.4M
Deutsche Bank AG 0.04% Add +14.7% 964,893 $96.7M
Russell Investments Group, Ltd. 0.15% Add +1.2% 956,974 $95.9M
Capital Wealth Planning, LLC 1.00% Reduce -51.5% 956,725 $95.9M
Principal Financial Group Inc. 0.05% Reduce -1.3% 922,725 $92.5M
Manufacturers Life Insurance Company, The 0.09% Add +2.4% 914,613 $91.7M
New York State Common Retirement Fund 0.12% Reduce -1.0% 899,791 $90.2M
Alliancebernstein L.P. 0.03% Reduce -1.5% 815,234 $81.7M
Truist Financial Corp. 0.12% Reduce -5.0% 807,493 $80.9M
Nordea Investment Management AB 0.09% Reduce -21.5% 797,987 $79.9M
Cincinnati Insurance Co. 1.32% No change 794,816 $79.7M
Prudential Financial Inc. 0.12% Add +5.7% 773,285 $77.5M
State Board of Administration of Florida Retirement System 0.15% Reduce -17.5% 771,933 $77.4M
Raymond James Financial Services Advisors, Inc. 0.11% Add +2.7% 766,450 $76.8M
Stifel Financial Corp. 0.09% Reduce -0.7% 765,758 $76.8M
ExodusPoint Capital Management, LP 0.83% Reduce -31.2% 755,728 $75.7M
Jane Street Group, LLC 0.08% Add +512.2% 717,681 $71.9M
Maple-Brown Abbott Ltd 7.58% Reduce -26.3% 717,120 $71.9M
New York State Teachers Retirement System 0.15% Reduce -4.6% 705,426 $70.7M
Sei Investments Co. 0.10% Add +2.5% 705,388 $70.7M
Citigroup Inc. 0.07% Add +16.5% 702,025 $70.4M
Natixis Advisors, LLC 0.14% Reduce -0.2% 659,503 $66.1M
Janney Montgomery Scott LLC 0.20% Add +5.0% 659,400 $66.1M
Assenagon Asset Management S.A. 0.16% Reduce -25.4% 658,198 $66.0M
Bartlett & Co. Wealth Management LLC 0.95% Reduce -0.6% 624,314 $62.6M
Korea Investment CORP 0.15% Add +27.3% 603,377 $60.5M
Junto Capital Management LP 1.25% New 566,955 $56.8M
Fort Washington Investment Advisors Inc. 0.37% Reduce -11.5% 562,496 $56.4M
Old Republic International Corp. 2.29% No change 560,731 $56.2M
Commonwealth Equity Services, LLC 0.09% Add +1.8% 558,943 $56.0M
AQR Capital Management 0.08% Add +34.9% 550,332 $55.2M
PNC Financial Services Group, Inc. 0.04% Reduce -2.3% 546,754 $54.8M
Baird Financial Group, Inc. 0.11% Reduce -5.5% 536,056 $53.7M
Verition Fund Management LLC 0.46% Add +43.5% 533,729 $53.5M
HighTower Advisors, LLC 0.08% Reduce -2.9% 506,809 $50.9M
Brookfield Corp 0.30% Add +25.8% 471,738 $47.3M
Schroder Investment Management Group 0.05% Add +350.7% 468,759 $47.0M
Epoch Investment Partners, Inc. 0.21% Reduce -3.6% 468,000 $46.9M
Balyasny Asset Management L.P. 0.12% New 467,545 $46.9M
Wealth Enhancement Advisory Services, LLC 0.11% Add +7.2% 466,368 $46.7M
Brandywine Global Investment Management, LLC 0.34% Add +19.7% 455,105 $45.6M
Reaves W H & Co. Inc. 1.48% Reduce -25.6% 436,550 $43.8M
Cetera Investment Advisers 0.10% Reduce -4.7% 435,200 $43.6M
Pinebridge Investments, L.P. 0.35% Reduce -0.6% 428,209 $42.9M
CANADA LIFE ASSURANCE Co 0.08% Add +9.2% 424,279 $42.6M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -1.4% 424,478 $42.5M
State of Wisconsin Investment Board 0.11% Reduce -0.6% 421,354 $42.2M
CBRE Investment Management Listed Real Assets LLC 0.76% Add +11.6% 413,668 $41.5M
Focus Partners Wealth 0.14% Add +353.7% 410,397 $41.1M
Vaughan David Investments LLC 1.03% Add +1.7% 406,341 $40.7M
US Bancorp \de 0.06% Reduce -0.8% 405,766 $40.7M
Toronto Dominion Bank 0.06% Add +47.8% 402,982 $40.4M
Captrust Financial Advisors 0.13% Add +0.9% 395,721 $39.7M
Royal London Asset Management Ltd. 0.10% Add +1.2% 391,181 $39.2M
WestEnd Advisors, LLC 1.01% Add +4.3% 389,844 $39.1M
Pictet Asset Management Holding SA 0.04% Reduce -16.0% 371,659 $37.3M
Duff & Phelps Investment Management Co. 0.47% Add +45.7% 367,245 $36.8M
Asset Management One Co., Ltd. 0.14% Reduce -1.7% 361,557 $36.2M
Morningstar Investment Services LLC 0.39% Reduce -1.7% 359,521 $36.2M
Advisors Capital Management, LLC 0.63% Add +5.8% 360,711 $36.2M
Crawford Investment Counsel Inc. 0.68% Reduce -2.8% 356,728 $35.8M
Osaic Holdings, Inc. 0.08% Reduce -13.4% 352,052 $35.3M
Public Employees Retirement System of Ohio 0.14% Reduce -4.3% 351,789 $35.3M
Two Sigma Investments, LP 0.09% Reduce -63.9% 346,875 $34.8M
Corient Private Wealth LP 0.06% Add +4.5% 342,585 $34.3M
Energy Income Partners, LLC 0.76% Add +19.5% 340,710 $34.1M
M&T Bank Corp 0.12% Add +8.8% 340,555 $34.1M
Treasurer of the State of North Carolina 0.14% Reduce -2.5% 335,942 $33.7M
Allspring Global Investments Holdings, LLC 0.05% Reduce -5.7% 335,297 $33.6M
Gabelli Funds LLC 0.26% Reduce -3.7% 332,600 $33.3M
Magellan Asset Management Ltd 0.31% Reduce -0.3% 328,705 $32.9M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Add +21.5% 324,816 $32.6M
Hudson Bay Capital Management LP 0.29% New 323,992 $32.5M
TD Asset Management Inc 0.03% Reduce -0.1% 323,661 $32.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +38.3% 322,073 $32.3M
Resona Asset Management Co.,Ltd. 0.19% Reduce -4.1% 318,866 $32.0M
Penserra Capital Management LLC 0.40% Reduce -50.5% 318,765 $31.9M
Heritage Wealth Advisors 1.42% Add +6677.9% 313,276 $31.4M
Foundry Partners, LLC 1.66% Add +1.9% 307,821 $30.9M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -2.2% 304,800 $30.6M
Comerica Bank 0.13% Add +6.7% 304,098 $30.5M
State of Tennessee, Department of Treasury 0.11% Reduce -4.7% 302,030 $30.3M
Clark Capital Management Group, Inc. 0.22% Add +1.3% 299,143 $30.0M
Cambridge Investment Research Advisors, Inc. 0.11% Add +3.2% 293,331 $29.4M
Fifth Third Bancorp 0.11% Reduce -2.9% 291,723 $29.2M
State of New Jersey Common Pension Fund D 0.13% Reduce -34.9% 290,634 $29.1M
Liberty One Investment Management, LLC 3.15% Add +3.8% 278,801 $27.9M
Creative Planning 0.03% Add +9.8% 278,497 $27.9M
CIBC Private Wealth Group LLC 0.05% Add +0.8% 277,309 $27.9M
MML Investors Services, LLC 0.11% Reduce -8.6% 264,053 $26.5M
Nomura Asset Management Co. Ltd. 0.09% Reduce -2.2% 258,844 $25.9M
Cerity Partners LLC 0.07% Reduce -4.5% 257,627 $25.8M
IFM Investors Pty Ltd 0.26% Reduce -0.3% 257,408 $25.8M
Guggenheim Capital LLC 0.18% Add +21.3% 254,270 $25.5M
Commerce Bank 0.17% Reduce -1.2% 254,148 $25.5M
Bollard Group LLC 0.71% Add +3.8% 250,044 $25.1M
National Bank of Canada 0.04% Add +21.8% 250,044 $24.8M
FUKOKU MUTUAL LIFE INSURANCE Co 1.90% Add +1.0% 246,356 $24.7M
STRS Ohio 0.10% Reduce -1.5% 245,235 $24.6M
Teacher Retirement System of Texas 0.14% Reduce -11.4% 242,949 $24.4M
Payden & Rygel Investment Group 1.94% Add +42.1% 239,890 $24.0M
Payden & Rygel 1.94% Add +42.1% 239,890 $24.0M
Forsta Ap-Fonden 0.21% Add +3.4% 232,100 $23.3M
Sabal Trust CO 1.38% Reduce -0.3% 230,729 $23.1M
Squarepoint Ops LLC 0.09% Reduce -31.0% 230,480 $23.1M
DAVENPORT & Co LLC 0.15% Add +1.8% 228,678 $22.9M
Stephens Inc. 0.35% Add +3.6% 228,372 $22.9M
Deprince Race & Zollo Inc. 0.51% Reduce -1.2% 227,137 $22.8M
Arizona State Retirement System 0.15% Add +1.1% 223,650 $22.4M
CIBC Asset Management Inc 0.08% Reduce -3.2% 222,950 $22.3M
USS Investment Management Ltd 0.18% Add +1.4% 221,856 $22.2M
Alps Advisors Inc. 0.15% Reduce -9.4% 216,081 $21.7M
D.A. Davidson & Co. 0.19% Add +6.4% 216,020 $21.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 214,742 $21.5M
Kestra Advisory Services, LLC 0.12% Add +43.5% 214,673 $21.5M
Thomasville National Bank 1.72% Add +2.0% 214,635 $21.5M
State of Michigan Retirement System 0.11% Add +0.1% 211,336 $21.2M
Van Eck Associates Corp. 0.03% Add +7.8% 209,487 $21.0M
Aberdeen Group plc 0.04% Reduce -34.4% 208,978 $20.9M
MetLife Investment Management, LLC 0.12% Add +14.0% 205,851 $20.6M
Bruce & Co., Inc. 6.89% Add +0.9% 205,816 $20.6M
Susquehanna International Group, LLP 0.04% Add +4.5% 205,472 $20.6M
Jones Financial Companies LLLP 0.02% Add +100.9% 203,881 $20.4M
Godsey & Gibb, Inc. 2.09% Add +1.8% 201,903 $20.2M
Peconic Partners LLC 0.86% New 200,000 $20.0M
Stack Financial Management, Inc 1.84% Add +0.1% 198,418 $19.9M
SG Americas Securities, LLC 0.13% Add +83.0% 196,879 $19.7M
Huntington National Bank 0.20% Add +2.2% 196,329 $19.7M
UMB Bank, n.a. 0.32% Reduce -3.1% 195,303 $19.6M
Two Sigma Advisers, LP 0.04% Reduce -63.2% 192,600 $19.3M
Corebridge Financial, Inc. 0.11% — 191,261 $19.2M
DekaBank Deutsche Girozentrale 0.03% Reduce -9.5% 188,108 $19.0M
Oppenheimer Asset Management Inc. 0.24% Add +17.5% 186,229 $18.7M
Daiichi Life Insurance Co., Ltd. 0.45% Add +3.0% 185,243 $18.6M
Calamos Advisors LLC 0.13% Reduce -3.5% 181,002 $18.1M
Envestnet Portfolio Solutions, Inc. 0.06% Add +0.1% 179,002 $17.9M
Bokf, NA 0.32% Reduce -13.1% 175,550 $17.6M
NorthCrest Asset Manangement, LLC 0.58% Add +0.9% 173,347 $17.4M
Hyman Charles D 0.95% Reduce -0.8% 170,889 $17.1M
Rockefeller Capital Management L.P. 0.05% Reduce -13.8% 170,722 $17.1M
Retirement Systems of Alabama 0.07% Add +0.0% 170,244 $17.1M
Clarity Financial LLC 2.55% Reduce -29.0% 168,818 $16.9M
Woodmont Investment Counsel LLC 1.36% Add +3.2% 166,223 $16.7M
Marshall Wace, LLP 0.02% Reduce -84.7% 165,600 $16.6M
Financial Counselors Inc. 0.27% Add +0.3% 164,725 $16.5M
Tocqueville Asset Management L.P. 0.27% Reduce -0.7% 160,760 $16.1M
Orion Porfolio Solutions, LLC 0.17% Add +1.1% 159,795 $16.0M
Orion Portfolio Solutions, LLC 0.17% Add +1.1% 159,795 $16.0M
Qube Research & Technologies Ltd 0.03% Reduce -46.7% 156,646 $15.7M
Amalgamated Bank 0.13% Reduce -1.9% 155,894 $15.6M
Gratus Capital, LLC 0.62% Add +2.7% 153,871 $15.4M
Synovus Financial Corp. 0.20% Reduce -0.9% 153,346 $15.4M
Edgar Lomax Co. 0.98% Reduce -1.6% 150,571 $15.1M
Canal Insurance CO 3.98% No change 150,166 $15.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +60.1% 147,761 $14.8M
Robeco Institutional Asset Management B.V. 0.03% Add +10.2% 147,408 $14.8M
Czech National Bank 0.17% Add +8.4% 147,067 $14.7M
Nissay Asset Management Corp. /Japan 0.10% Add +1.6% 146,548 $14.7M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -5.9% 146,490 $14.7M
Wedge Capital Management L L P 0.25% Add +2.8% 138,889 $13.9M
NewEdge Advisors, LLC 0.10% Add +7.9% 138,290 $13.9M
Tower Research Capital LLC (TRC) 0.23% Add +570.9% 137,721 $13.8M
Greenland Capital Management LP 2.97% Add +25.1% 137,640 $13.8M
Tiaa Trust, National Association 0.04% Add +255.8% 137,496 $13.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.4% 135,637 $13.6M
South Dakota Investment Council 0.28% Reduce -0.7% 135,586 $13.6M
ARS Wealth Advisors Group, LLC 1.76% Add +3.2% 135,476 $13.6M
Cantor Fitzgerald Investment Advisors L.P. 1.04% Reduce -2.4% 134,967 $13.5M
Voloridge Investment Management, LLC 0.05% New 132,927 $13.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +8.3% 132,612 $13.3M
Public Sector Pension Investment Board 0.08% Add +49.7% 130,902 $13.1M
Colonial Trust Advisors 1.25% Reduce -1.3% 130,137 $13.0M
Jupiter Asset Management Ltd. 0.12% Add +797.0% 129,528 $13.0M
Lockheed Martin Investment Management Co. 0.75% Reduce -1.3% 129,270 $13.0M
Vestcor Inc 0.44% Add +14.1% 129,093 $12.9M
Guardian Capital Advisors LP 1.37% Add +1.9% 125,151 $12.9M
Beck Mack & Oliver LLC 0.27% Reduce -2.3% 127,999 $12.8M
Sanctuary Advisors, LLC 0.09% — 130,474 $12.7M
Utah Retirement Systems 0.15% Reduce -4.9% 127,086 $12.7M
Mercer Global Advisors Inc. 0.03% Add +2.7% 155,300 $12.3M
Brookstone Capital Management 0.20% Reduce -4.0% 114,527 $12.3M
Yousif Capital Management, LLC 0.14% Reduce -0.9% 120,944 $12.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +3860.5% 119,646 $12.0M
Hennessy Advisors Inc. 0.45% Add +8.4% 118,687 $11.9M
River Road Asset Management, LLC 0.17% Add +13.5% 117,146 $11.7M
Independent Advisor Alliance 0.40% Reduce -4.8% 116,774 $11.7M
QRG Capital Management, Inc. 0.14% Add +4.6% 114,439 $11.5M
Townsquare Capital LLC 0.16% Add +7.8% 113,988 $11.4M
ProShare Advisors LLC 0.03% Add +10.0% 112,051 $11.2M
Willis Investment Counsel 0.77% No change 111,260 $11.2M
Gotham Asset Management 0.14% Reduce -47.9% 110,290 $11.1M
Illinois Municipal Retirement Fund 0.17% Reduce -32.6% 109,827 $11.0M
Stonebridge Capital Advisors LLC 0.96% Add +5.4% 108,904 $10.9M
Ilmarinen Mutual Pension Insurance Co 0.13% Reduce -11.8% 108,500 $10.9M
Bogart Wealth, LLC 0.55% Reduce -4.7% 107,618 $10.8M
Public Employees Retirement Association of Colorado 0.04% Reduce -1.8% 105,956 $10.6M
New York Life Investment Management LLC 0.11% Add +0.6% 105,921 $10.6M
Swiss Life Asset Management Ltd 0.13% Add +19.8% 105,716 $10.6M
Xponance LLC 0.11% Reduce -0.6% 104,087 $10.4M
Eagle Asset Management Inc. 0.05% Reduce -2.7% 102,394 $10.2M
Janney Capital Management LLC 0.72% Reduce -2.7% 101,105 $10.1M
Aventail Capital Group, LP 0.70% Reduce -3.9% 99,562 $10.0M
Cibc World Markets Corp. 0.07% Add +28.6% 99,470 $10.0M
Los Angeles Capital Management LLC 0.04% Add +501.7% 98,136 $9.8M
Avantax Advisory Services, Inc. 0.07% Add +45.0% 97,824 $9.8M
Cinctive Capital Management LP 0.53% New 97,635 $9.8M
Mutual of America Capital Management LLC 0.11% Reduce -3.7% 97,325 $9.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +4.5% 96,741 $9.7M
Bcwm, LLC 3.48% Reduce -18.1% 96,562 $9.7M
Janus Henderson Group PLC 0.01% Reduce -12.3% 95,436 $9.6M
Zions Bancorporation, N.A. 0.75% Reduce -2.6% 93,212 $9.3M
Exchange Traded Concepts, LLC 0.24% Reduce -2.8% 93,158 $9.3M
Raymond James Trust N.A. 0.22% Add +6.5% 93,131 $9.3M
O'shaughnessy Asset Management, LLC 0.10% Add +32.9% 92,983 $9.3M
Oppenheimer & Co. Inc. 0.15% Add +6.7% 92,777 $9.3M
Atria Wealth Solutions, Inc. 0.10% Add +1.0% 92,425 $9.3M
Blair William & Co. 0.03% Add +2.5% 92,314 $9.3M
Aptus Capital Advisors, LLC 0.17% Add +23.0% 91,805 $9.2M
Keybank National Association 0.04% Add +25.9% 91,664 $9.2M
Oak Harvest Investment Services 1.45% Add +3.1% 91,537 $9.2M
Agf Management Ltd. 0.05% Add +3.9% 91,269 $9.1M
Cibc World Market Inc. 0.02% Add +0.9% 91,135 $9.1M
FIL Ltd 0.01% New 89,764 $9.0M
Glenmede Trust Co. NA 0.05% Add +45.3% 89,357 $9.0M
Dean Investment Associates, LLC 1.26% Reduce -4.2% 88,766 $8.9M
Bell Bank 0.74% Reduce -1.9% 87,496 $8.8M
Linscomb Wealth, Inc. 0.45% Add +1.0% 87,027 $8.7M
Azimuth Capital Investment Management LLC 0.35% Add +1.8% 86,528 $8.7M
Biondo Investment Advisors, LLC 1.26% Add +3.6% 84,838 $8.5M
Pathstone Holdings, LLC 0.04% Add +10.6% 84,700 $8.5M
Advocate Group LLC 1.70% Add +2.1% 84,117 $8.4M
Tompkins Financial Corp. 0.88% Reduce -0.9% 84,042 $8.4M
Daiwa Securities Group Inc. 0.05% Add +10.0% 83,967 $8.4M
State of Alaska, Department of Revenue 0.09% Add +0.3% 83,915 $8.4M
First Citizens Bank & Trust Co. 0.16% Add +5.9% 83,846 $8.4M
Bank of Nova Scotia 0.02% Reduce -16.9% 83,833 $8.4M
Rafferty Asset Management, LLC 0.03% Reduce -5.6% 83,720 $8.4M
FineMark National Bank & Trust 0.31% Add +74.6% 83,698 $8.4M
Loomis Sayles & Co. L P 0.01% Add +30.3% 83,491 $8.4M
Snowden Capital Advisors LLC 0.25% Add +0.5% 82,447 $8.3M
Laurel Wealth Advisors LLC 1.44% Reduce -4.3% 82,242 $8.2M
Savant Capital, LLC 0.08% Add +1.0% 82,131 $8.2M
Florida Trust Wealth Management Co 0.28% Reduce -3.3% 81,921 $8.2M
Anchor Investment Management, LLC 0.83% Reduce -0.4% 80,000 $8.0M
Romano Brothers and Company 1.10% Reduce -5.4% 79,480 $8.0M
Meyer Handelman Co. 0.28% Reduce -18.6% 79,150 $7.9M
Philadelphia Trust Co. 0.60% Add +1.4% 77,631 $7.8M
Pacer Advisors, Inc. 0.02% Reduce -3.8% 77,117 $7.7M
Chartwell Investment Partners, LLC 0.27% Add +1.5% 76,257 $7.6M
Capital Investment Advisory Services, LLC 0.79% Reduce -1.5% 76,102 $7.6M
Camden National Bank 1.17% Add +17.6% 75,617 $7.6M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -10.1% 75,602 $7.6M
Capital Fund Management S.A. 0.09% Reduce -66.6% 75,432 $7.6M
New England Asset Management Inc. 1.31% Reduce -1.7% 75,215 $7.5M
Private Advisor Group, LLC 0.05% Add +2.8% 75,097 $7.5M
Wealthfront Advisers LLC 0.03% Add +16.5% 74,593 $7.5M
Morgan Dempsey Capital Management LLC 2.42% Reduce -2.4% 72,413 $7.3M
Vanguard Personalized Indexing Management, LLC 0.13% Add +27.5% 72,928 $7.0M
Windward Capital Management Co. 0.58% Reduce -1.0% 69,338 $7.0M
Alaska Permanent Fund Corp 0.10% Add +0.8% 63,385 $6.9M
Lowe Brockenbrough & Co. Inc. 0.46% Add +5.5% 69,013 $6.9M
Insight Folios Inc 2.83% Add +0.9% 68,846 $6.9M
BCM Advisors, LLC 1.62% Add +0.1% 60,592 $6.8M
Canal Capital Management, LLC 1.16% Add +0.9% 67,765 $6.8M
Atria Investments, Inc 0.09% Reduce -5.8% 67,723 $6.8M
Wasatch Advisors LP 0.04% Reduce -7.6% 67,200 $6.7M
Calydon Capital 1.20% Reduce -0.1% 67,116 $6.7M
Strategic Wealth Investment Group, LLC 0.85% — 67,560 $6.7M
Kestra Private Wealth Services, LLC 0.13% Add +12.3% 66,565 $6.7M
NewSquare Capital LLC 0.57% Add +2.8% 67,301 $6.7M
Strategic Advisors LLC 1.29% Add +0.0% 66,334 $6.6M
Cincinnati Casualty Co. 3.64% No change 66,300 $6.6M
Oregon Public Employees Retirement Fund 0.13% Add +0.5% 66,253 $6.6M
Patten & Patten Inc. 0.46% Reduce -2.2% 65,957 $6.6M
SouthState Bank Corp 0.48% Reduce -2.2% 65,513 $6.6M
Gulf International Bank (UK) Ltd 0.16% Reduce -0.5% 65,048 $6.5M
Matrix Asset Advisors Inc. 0.78% Reduce -0.5% 64,933 $6.5M
HB Wealth Management, LLC 0.08% Add +1.0% 64,521 $6.5M
Welch & Forbes LLC 0.09% Reduce -0.3% 64,071 $6.5M
Wesbanco Bank Inc. 0.24% Add +1.4% 64,453 $6.5M
Pinnacle Financial Partners Inc 0.14% Add +36.9% 64,149 $6.4M
HRT Financial LP 0.04% New 63,863 $6.4M
GLOBALT Investments LLC / GA 0.26% Reduce -1.3% 63,724 $6.4M
First PREMIER Bank 1.68% Reduce -2.0% 62,816 $6.3M
Kessler Investment Group, LLC 3.39% Add +1.9% 62,593 $6.3M
Farmers & Merchants Investments Inc. 0.21% Reduce -3.9% 62,336 $6.2M
Washington Trust Bank 0.62% Add +2.1% 62,277 $6.2M
Steward Partners Investment Advisory, LLC 0.07% Add +4.6% 61,904 $6.2M
Walleye Capital LLC 0.07% Add +188.8% 60,457 $6.1M
Maryland State Retirement & Pension System 0.11% No change 60,008 $6.0M
Millennium Management 0.01% Reduce -48.0% 59,816 $6.0M
Prospera Financial Services Inc 0.17% Reduce -2.5% 59,777 $6.0M
Mizuho Securities USA LLC 0.13% New 59,508 $6.0M
Capital Investment Advisors, LLC 0.13% Add +0.7% 59,415 $6.0M
TD Private Client Wealth LLC 0.19% Add +1.0% 59,258 $5.9M
Pathway Financial Advisers, LLC 2.10% Add +0.8% 58,575 $5.9M
Kentucky Retirement Systems 0.17% Reduce -0.7% 58,158 $5.8M
KMG Fiduciary Partners, LLC 0.57% Add +3.9% 57,703 $5.8M
Commerzbank Aktiengesellschaft 0.19% Add +2.1% 57,560 $5.8M
ProVise Management Group, LLC 0.49% Add +0.1% 57,158 $5.7M
Waverly Advisors, LLC 0.11% Add +55.0% 56,579 $5.7M
Prudential PLC 0.04% Reduce -0.3% 56,107 $5.6M
Founders Financial Alliance, LLC 1.67% Add +3.5% 56,025 $5.6M
MBB Public Markets I LLC 0.12% New 55,895 $5.6M
Alley Investment Management Company, LLC 0.76% Add +0.9% 55,705 $5.6M
Sigma Planning Corp 0.18% Add +4.5% 55,487 $5.6M
Brown Advisory Inc. 0.01% Add +8.7% 55,317 $5.5M
Advisory Services Network, LLC 0.11% Reduce -12.7% 55,199 $5.5M
CHURCHILL MANAGEMENT Corp 0.06% Reduce -1.6% 54,932 $5.5M
OneDigital Investment Advisors LLC 0.07% Add +11.9% 54,307 $5.4M
Estabrook Capital Management 0.83% Reduce -0.8% 53,735 $5.4M
KBC Group NV 0.02% Add +12.8% 53,696 $5.4M
Farmers Trust Co. 1.07% Reduce -28.1% 52,663 $5.3M
Panagora Asset Management Inc. 0.03% Reduce -14.5% 51,317 $5.1M
Moors & Cabot, Inc. 0.27% Add +1.8% 51,044 $5.1M
Coldstream Capital Management Inc. 0.12% Reduce -1.3% 50,949 $5.1M
&partners 0.22% Add +266.3% 50,833 $5.1M
Chicago Partners Investment Group LLC 0.20% Add +0.7% 46,230 $5.1M
Schaper Benz & Wise Investment Counsel Inc. 0.44% Reduce -4.7% 50,427 $5.1M
Eliot Finkel Investment Counsel, LLC 3.32% Reduce -0.3% 50,284 $5.0M
CENTRAL TRUST Co 0.12% Reduce -2.1% 50,208 $5.0M
Strategic Wealth Partners, Ltd. 0.52% Add +0.5% 49,539 $5.0M
Family Legacy, Inc. 1.77% Reduce -0.5% 49,397 $5.0M
Covington Investment Advisors Inc. 0.79% Reduce -4.7% 49,348 $4.9M
Hartford Investment Management Co. 0.17% Reduce -0.8% 49,339 $4.9M
Tufton Capital Management 0.96% Reduce -0.3% 49,331 $4.9M
Colonial Trust Co / SC 0.86% Reduce -2.2% 48,780 $4.9M
Ieq Capital, LLC 0.07% Add +8.3% 48,588 $4.9M
Beacon Pointe Advisors, LLC 0.06% Reduce -14.1% 48,526 $4.9M
Money Concepts Capital Corp. 0.41% Add +0.1% 48,420 $4.9M
Beacon Financial Group 0.55% Reduce -3.9% 48,325 $4.8M
Cresset Asset Management, LLC 0.02% Add +36.5% 48,308 $4.8M
Wolverine Asset Management LLC 0.47% New 48,268 $4.8M
Fayez Sarofim & Co 0.01% Add +6.4% 48,179 $4.8M
Metis Global Partners, LLC 0.16% Add +5.6% 47,889 $4.8M
Highland Capital Management, LLC 0.28% Add +5.4% 47,787 $4.8M
Smith Salley Wealth Management 0.34% Reduce -18.5% 47,772 $4.8M
Park Avenue Securities LLC 0.06% Reduce -3.0% 47,543 $4.8M
Geneos Wealth Management Inc. 0.21% Reduce -20.8% 47,529 $4.8M
Global Wealth Management Investment Advisory, Inc. 1.11% Add +3.8% 47,436 $4.8M
Assetmark, Inc. 0.01% Add +15.9% 47,394 $4.8M
Tectonic Advisors LLC 0.34% Add +7.0% 47,328 $4.7M
Semmax Financial Advisors Inc. 1.42% Reduce -2.1% 41,420 $4.7M
Quadcap Wealth Management, LLC 0.85% Add +4.7% 46,907 $4.7M
First Bank & Trust 0.95% Add +2.1% 46,675 $4.7M
Jamison Private Wealth Management, Inc. 0.78% Reduce -1.3% 46,662 $4.7M
Benedict Financial Advisors Inc. 1.18% Reduce -0.1% 46,496 $4.7M
Stratos Wealth Partners, LTD. 0.08% Reduce -6.5% 46,484 $4.7M
Boston Research & Management Inc. 1.16% Add +1.4% 45,823 $4.6M
United Capital Financial Advisors, LLC 0.04% Add +8.3% 44,949 $4.5M
Vontobel Holding Ltd. 0.01% Reduce -1.2% 44,860 $4.5M
Choreo, LLC 0.08% Add +76.6% 45,050 $4.5M
Fulton Bank, N.A. 0.18% Reduce -1.3% 44,626 $4.5M
Intact Investment Management Inc. 0.17% Add +2.5% 44,600 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -2.3% 44,376 $4.4M
Beacon Investment Advisory Services, Inc. 0.19% Add +0.4% 44,247 $4.4M
Whitener Capital Management, Inc. 1.34% Add +3.0% 44,038 $4.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -4.3% 43,709 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -2.7% 43,700 $4.4M
Johnson Investment Counsel Inc. 0.05% Reduce -0.2% 43,442 $4.4M
Stablepoint Partners, LLC 0.84% Reduce -3.7% 39,722 $4.3M
Profund Advisors LLC 0.16% Add +48.1% 42,617 $4.3M
Aull & Monroe Investment Management Corp 2.10% Reduce -4.5% 42,569 $4.3M
Jackson Hole Capital Partners, LLC 0.94% Add +21.5% 42,435 $4.3M
Cwm, LLC 0.02% Add +4.6% 42,252 $4.2M
Peapack Gladstone Financial Corp. 0.06% Reduce -2.6% 41,783 $4.2M
First Horizon Advisors, Inc. 0.13% Add +2.2% 41,743 $4.2M
Clearstead Advisors, LLC 0.07% Add +1382.4% 41,538 $4.2M
IFP Advisors, Inc 0.16% Add +7.3% 41,214 $4.1M
Leavell Investment Management, Inc. 0.23% Add +4.3% 40,941 $4.1M
Man Group plc 0.01% Add +16.8% 40,834 $4.1M
Holderness Investments Co. 0.96% Reduce -0.9% 40,790 $4.1M
Sky Investment Group LLC 0.79% Reduce -0.2% 40,204 $4.0M
AE Wealth Management LLC 0.04% Add +17.4% 40,171 $4.0M
Credit Agricole S A 0.02% Reduce -38.0% 40,018 $4.0M
UniSuper Management Pty Ltd 0.03% Add +98.2% 40,003 $4.0M
Clough Capital Partners L P 0.44% No change 39,900 $4.0M
Concurrent Investment Advisors, LLC 0.13% Add +58.7% 39,820 $4.0M
Salem Investment Counselors Inc. 0.13% Reduce -2.0% 39,237 $3.9M
New Mexico Educational Retirement Board 0.14% No change 38,860 $3.9M
Shelton Capital Management 0.11% Reduce -0.0% 38,791 $3.9M
Cincinnati Financial Corp. 0.08% No change 38,784 $3.9M
Stamos Capital Partners, L.P. 0.82% Add +6.8% 38,750 $3.9M
Regions Financial Corp. 0.03% Reduce -14.1% 38,707 $3.9M
Nixon Peabody Trust Co. 0.34% New 38,645 $3.9M
Thompson Siegel & Walmsley LLC 0.06% Reduce -57.1% 38,219 $3.8M
Advisors Asset Management, Inc. 0.07% Add +7.8% 38,112 $3.8M
Daymark Wealth Partners, LLC 0.17% Add +6.0% 37,842 $3.8M
Bragg Financial Advisors, Inc 0.17% Add +1.8% 37,636 $3.8M
Integrated Wealth Concepts LLC 0.05% Reduce -2.0% 37,493 $3.8M
Banque Cantonale Vaudoise 0.15% Reduce -17.3% 37,470 $3.8M
Providence Capital Advisors, LLC 0.82% Add +1.1% 37,452 $3.8M
Moneco Advisors, LLC 0.55% Add +39.5% 37,402 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -87.4% 37,252 $3.7M
Red Door Wealth Management, LLC 0.66% Add +8.4% 37,260 $3.7M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -17.7% 36,813 $3.7M
CapWealth Advisors, LLC 0.46% Add +1421.2% 36,402 $3.6M
Principle Wealth Partners LLC 0.27% Add +9.8% 35,914 $3.6M
Stock Yards Bank & Trust Co. 0.12% Reduce -3.6% 35,631 $3.6M
Merit Financial Group, LLC 0.08% Reduce -5.1% 35,409 $3.5M
Benjamin F. Edwards & Company, Inc. 0.06% Add +8.6% 35,368 $3.5M
Premier Fund Managers Ltd 0.14% No change 35,000 $3.5M
Marco Investment Management LLC 0.32% Reduce -36.0% 35,119 $3.5M
Caldwell Trust Co 0.39% Add +3.5% 34,896 $3.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.27% Add +0.7% 34,961 $3.5M
Bahl & Gaynor LLC 0.02% Add +0.3% 34,694 $3.5M
Seven Springs Wealth Group, LLC 1.38% Add +2.6% 34,450 $3.5M
Strategic Planning Group, LLC 0.75% Add +28.6% 34,401 $3.4M
Pegasus Asset Management, Inc. 1.07% Add +1.1% 34,349 $3.4M
Apollon Wealth Management, LLC 0.10% Add +3.2% 34,306 $3.4M
Regal Investment Advisors LLC 0.23% Reduce -12.3% 34,222 $3.4M
Cornerstone Advisors, LLC 0.14% Reduce -13.2% 34,200 $3.4M
Atlantic Union Bankshares Corp 0.21% Add +46.7% 34,123 $3.4M
Drucker Wealth 3.0, LLC 0.91% — 34,021 $3.4M
Bison Wealth, LLC 0.55% No change 35,067 $3.4M
Sentinel Trust Co. Lba 0.42% No change 33,814 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +2.0% 33,811 $3.4M
Kingsview Wealth Management, LLC 0.08% Add +33.7% 33,793 $3.4M
Logan Capital Management Inc. 0.15% Reduce -0.6% 33,691 $3.4M
Morton Community Bank 0.95% Add +4.2% 33,452 $3.4M
Sowell Financial Services LLC 0.16% Reduce -14.2% 33,409 $3.3M
TrinityBridge Ltd 0.11% Reduce -7.9% 33,397 $3.3M
Andrew Hill Investment Advisors, Inc. 2.78% New 33,340 $3.3M
Twin Capital Management Inc. 0.39% Reduce -3.8% 33,219 $3.3M
Pinnacle Associates Ltd. 0.05% Add +8.3% 33,068 $3.3M
Spectrum Asset Management, Inc. (NB/CA) 1.53% Add +0.1% 33,052 $3.3M
Occidental Asset Management, LLC 0.58% Add +7.1% 33,046 $3.3M
Keene & Associates, Inc. 2.70% Reduce -0.4% 33,017 $3.3M
Rakuten Investment Management, Inc. 0.02% Add +58.5% 32,857 $3.3M
Rothschild Investment LLC 0.23% Reduce -0.3% 32,959 $3.3M
Nisa Investment Advisors, LLC 0.02% Add +2.1% 32,952 $3.3M
Royal Fund Management, LLC 0.44% Reduce -5.0% 32,508 $3.3M
Lanark Financial, Inc. 0.30% Reduce -2.0% 32,717 $3.3M
American Assets Investment Management, LLC 0.31% No change 32,666 $3.3M
Simmons Bank 0.25% Add +0.7% 32,588 $3.3M
TD Waterhouse Canada Inc. 0.03% Reduce -15.7% 32,784 $3.3M
IFG Advisory, LLC 0.21% Add +9.1% 32,538 $3.3M
Cypress Capital Group 0.39% Add +1.4% 32,255 $3.2M
Quantinno Capital Management LP 0.06% Add +20.5% 32,206 $3.2M
Plimoth Trust Co. LLC 0.86% Add +1.3% 32,137 $3.2M
Slocum, Gordon & Co LLP 2.40% Reduce -1.5% 32,123 $3.2M
Argyle Capital Management, LLC 1.32% Reduce -2.3% 32,057 $3.2M
Carson Advisory Inc. 2.25% Add +0.2% 31,971 $3.2M
Schnieders Capital Management LLC 0.65% Add +6.8% 31,970 $3.2M
PFG Investments, LLC 0.23% Add +14.3% 31,931 $3.2M
Townsend Asset Management Corp. /NC/ 1.24% Add +0.7% 31,879 $3.2M
Principal Securities, Inc. 0.09% Add +5.9% 31,584 $3.2M
Global Retirement Partners, LLC 0.10% Add +23.7% 31,274 $3.1M
Lynch & Associates 0.71% Reduce -0.6% 31,251 $3.1M
Level Four Advisory Services, LLC 0.14% Reduce -21.4% 31,158 $3.1M
HighPoint Advisor Group LLC 0.19% Add +15.7% 28,281 $3.1M
Virginia Wealth Management Group, Inc. 2.82% Reduce -0.6% 30,796 $3.1M
Birmingham Capital Management Co. Inc. 1.20% Reduce -16.6% 30,777 $3.1M
Csenge Advisory Group 0.17% Add +5.8% 30,573 $3.1M
First National Bank of Omaha 0.20% Add +10.5% 30,554 $3.1M
Montag A & Associates Inc. 0.15% Add +0.4% 30,409 $3.0M
MAI Capital Management 0.03% Reduce -1.4% 30,395 $3.0M
Triangle Securities Wealth Management 0.86% Add +7.0% 30,269 $3.0M
Farmers National Bank 0.91% Reduce -0.4% 30,238 $3.0M
Cohen Capital Management, Inc. 0.52% No change 30,133 $3.0M
Patrick Mauro Investment Advisor, INC. 1.75% Reduce -2.4% 30,040 $3.0M
Banque Pictet & Cie SA 0.03% No change 30,000 $3.0M
FinTrust Capital Advisors, LLC 0.55% Add +13.7% 29,885 $3.0M
FAS Wealth Partners, Inc. 0.26% Add +2.9% 29,869 $3.0M
Sheets Smith Wealth Management 0.36% Add +0.8% 29,839 $3.0M
Strategy Asset Managers LLC 0.66% Add +29.4% 33,194 $3.0M
Greenwood Capital Associates LLC 0.39% Reduce -0.5% 29,584 $3.0M
Axxcess Wealth Management, LLC 0.08% Add +8.2% 29,510 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Add +2.2% 29,504 $3.0M
Argent Trust Co 0.13% Reduce -2.5% 29,346 $2.9M
Carolinas Wealth Consulting LLC 0.57% Reduce -4.9% 29,262 $2.9M
Lido Advisors, LLC 0.02% Add +12.3% 29,231 $2.9M
Goodman Advisory Group, LLC 0.86% New 28,815 $2.9M
Praxis Investment Management Inc. 0.20% No change 29,394 $2.9M
TrinityPoint Wealth, LLC 0.45% Add +5.8% 28,694 $2.9M
Oak Grove Capital LLC 0.74% New 28,670 $2.9M
Fairhaven Wealth Management, LLC 0.95% Add +1.6% 28,652 $2.9M
Home Federal Bank of Tennessee 0.87% Add +0.3% 28,485 $2.9M
Capula Management Ltd 0.03% New 28,344 $2.8M
NEOS Investment Management LLC 0.12% Add +46.7% 28,176 $2.8M
Advisors Management Group Inc. 0.71% Add +2.4% 28,179 $2.8M
AlphaStar Capital Management, LLC 0.26% Add +20.1% 27,978 $2.8M
Texas Yale Capital Corp. 0.13% Add +0.2% 27,807 $2.8M
Trust Co. of Toledo NA 0.40% Reduce -4.0% 27,559 $2.8M
Shepherd Financial Partners LLC 0.36% Add +0.6% 27,502 $2.8M
Trustmark Bank Trust Department 0.22% Add +0.6% 27,487 $2.8M
Dynamic Advisor Solutions LLC 0.09% Reduce -1.7% 27,410 $2.7M
Hall Capital Management Co. Inc. 1.30% Reduce -3.8% 27,273 $2.7M
Constitution Capital LLC 1.44% Reduce -7.2% 27,159 $2.7M
Equitable Holdings, Inc. 0.03% Add +11.9% 27,118 $2.7M
Ascent Group, LLC 0.22% Reduce -15.0% 27,106 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -5.1% 27,017 $2.7M
Old North State Trust, LLC 2.33% Add +1.0% 26,956 $2.7M
Cornerstone Capital, Inc. 0.27% Reduce -11.9% 26,939 $2.7M
OMERS ADMINISTRATION Corp 0.03% New 26,709 $2.7M
Mill Capital Management, LLC 0.22% Reduce -1.2% 26,685 $2.7M
AMG National Trust Bank 0.07% Add +69.3% 26,606 $2.7M
Iowa State Bank 0.59% Add +2.3% 26,521 $2.7M
Intech Investment Management LLC 0.03% Reduce -3.8% 26,491 $2.7M
Norinchukin Bank, The 0.08% Add +2.7% 26,368 $2.6M
Rowlandmiller & Partners.adv 0.58% Reduce -0.2% 26,301 $2.6M
Stonegate Investment Group, LLC 0.08% Add +2.1% 26,293 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -1.0% 26,270 $2.6M
Raleigh Capital Management Inc. 1.12% Reduce -7.7% 26,131 $2.6M
Richard Bernstein Advisors LLC 0.06% No change 26,049 $2.6M
Empire Financial Management Company, LLC 0.86% Add +23.1% 26,008 $2.6M
Bailard, Inc. 0.07% Add +0.5% 25,947 $2.6M
Empirical Finance, LLC 0.16% Reduce -6.4% 25,926 $2.6M
Vaughan Nelson Investment Management, L.P. 0.02% No change 25,850 $2.6M
Acadian Asset Management LLC 0.01% New 25,822 $2.6M
Guardian Capital LP 0.10% No change 25,766 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.85% Add +0.0% 25,638 $2.6M
J.W. Cole Advisors, Inc. 0.12% Reduce -0.2% 25,613 $2.6M
Mutual Advisors, LLC 0.08% Reduce -19.3% 23,453 $2.5M
Occudo Quantitative Strategies LP 0.45% New 25,350 $2.5M
Aspire Private Capital, LLC 0.65% Reduce -0.0% 25,285 $2.5M
Naples Global Advisors, LLC 0.25% Reduce -0.8% 25,204 $2.5M
Alberta Investment Management Corp 0.03% Add +54.0% 25,100 $2.5M
Tradewinds, LLC. 0.77% Add +79.7% 24,976 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -2.2% 24,893 $2.5M
Old North State Wealth Management, LLC 1.64% Add +46.0% 24,791 $2.5M
Rodgers Brothers Inc. 0.34% Add +2.1% 24,775 $2.5M
EP Wealth Advisors, LLC 0.03% Add +0.2% 24,735 $2.5M
Brown Brothers Harriman & Co. 0.02% Add +32.0% 24,634 $2.5M
Franklin Street Advisors Inc. 0.18% Add +16.3% 24,619 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.4% 24,561 $2.5M
Murphy, Middleton, Hinkle & Parker, Inc. 1.43% Add +0.6% 24,548 $2.5M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -31.3% 24,383 $2.4M
M Holdings Securities, Inc. 0.32% New 24,340 $2.4M
L & S Advisors Inc 0.31% Add +8.2% 24,238 $2.4M
Bleakley Financial Group, LLC 0.07% Add +11.7% 24,236 $2.4M
Simplicity Wealth,LLC 0.05% Add +11.9% 24,229 $2.4M
Shoker Investment Counsel, Inc. 0.86% Add +12.8% 24,218 $2.4M
SWS Partners 0.72% Reduce -3.0% 24,104 $2.4M
Mgo One Seven LLC 0.11% Reduce -0.9% 24,095 $2.4M
Tidal Investments LLC 0.03% Reduce -35.1% 24,068 $2.4M
Live Oak Private Wealth LLC 0.41% Add +1.9% 23,989 $2.4M
Townsend & Associates, Inc 0.27% Reduce -1.9% 22,137 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -1.9% 23,813 $2.4M
Bank & Trust Co 2.03% — 23,779 $2.4M
Sequoia Financial Advisors, LLC 0.03% Reduce -67.7% 23,708 $2.4M
Kingswood Wealth Advisors, LLC 0.21% Add +22.9% 23,698 $2.4M
Forte Capital LLC 0.29% Reduce -1.1% 23,588 $2.4M
Hennion & Walsh Asset Management, Inc. 0.12% Reduce -4.0% 23,507 $2.4M
CGN Advisors LLC 0.27% Add +4.9% 23,491 $2.4M
Resources Management Corp. /CT/ 0.34% Reduce -4.1% 23,468 $2.4M
Wealth Alliance, LLC 0.30% Add +5.8% 23,396 $2.3M
Orleans Capital Management Corp. 1.49% Reduce -1.0% 23,344 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -9.9% 23,185 $2.3M
Woodard & Co. Asset Management Group Inc. 0.58% Reduce -31.5% 23,067 $2.3M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -0.7% 23,039 $2.3M
Creative Financial Designs Inc. 0.20% Reduce -0.5% 22,936 $2.3M
United Services Automobile Association 0.06% Reduce -6.9% 22,743 $2.3M
Wealth Group, Ltd. 1.63% Reduce -0.3% 22,685 $2.3M
Nicholas Hoffman & Company, LLC. 0.11% Add +0.2% 22,551 $2.3M
Orange Investment Advisors, Inc. 0.29% Add +25.8% 22,510 $2.2M
BLB&B Advisors, LLC 0.12% Reduce -4.2% 22,272 $2.2M
First Trust Direct Indexing L.P. 0.14% Add +25.9% 22,214 $2.2M
Essex Financial Services, Inc. 0.17% Add +43.4% 19,757 $2.2M
SVB Wealth LLC 0.06% Reduce -5.6% 22,159 $2.2M
Te Ahumairangi Investment Management Ltd 0.43% Reduce -5.3% 22,099 $2.2M
iA Global Asset Management Inc. 0.04% Add +343.1% 22,064 $2.2M
Lee Danner & Bass Inc. 0.17% — 22,028 $2.2M
Allworth Financial LP 0.01% Add +18.3% 20,496 $2.2M
Berkeley Capital Partners, LLC 0.66% Add +2.6% 21,723 $2.2M
First County Bank 1.12% Reduce -11.4% 21,714 $2.2M
Modera Wealth Management, LLC 0.03% Add +1.2% 21,653 $2.2M
Dakota Wealth Management 0.05% Reduce -0.4% 21,637 $2.2M
NorthCoast Asset Management LLC 0.02% Add +10.8% 21,564 $2.2M
MassMutual Private Wealth & Trust, FSB 0.07% Add +2.4% 21,544 $2.2M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.6% 21,536 $2.2M
Verdence Capital Advisors LLC 0.19% Add +0.3% 21,500 $2.2M
Edgestream Partners, L.P. 0.10% New 21,419 $2.1M
Strategic Blueprint, LLC 0.15% Reduce -0.9% 21,416 $2.1M
FourThought Financial Partners, LLC 0.27% Add +3.6% 21,193 $2.1M
Ti-Trust, Inc. 1.61% No change 20,855 $2.1M
Stiles Financial Services Inc 0.80% Reduce -0.0% 20,766 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +4.7% 20,504 $2.1M
1832 Asset Management L.P. 0.00% Reduce -17.0% 20,461 $2.1M
Moloney Securities Asset Management, LLC 0.30% Add +10.5% 20,453 $2.0M
WealthShield Partners, LLC 0.31% Add +14.2% 20,430 $2.0M
Harbour Investments, Inc. 0.07% Add +0.8% 20,408 $2.0M
Cornerstone Wealth Group, LLC 0.18% Reduce -0.3% 20,358 $2.0M
CCM Investment Advisers LLC 0.24% Reduce -0.7% 20,339 $2.0M
KKM Financial LLC 0.96% Add +1.0% 20,184 $2.0M
Equitable Trust Co. 0.14% Reduce -2.2% 20,236 $2.0M
Physicians Financial Services, Inc. 0.66% Add +3.3% 20,220 $2.0M
Clarkston Capital Partners, LLC 0.04% No change 20,210 $2.0M
Sound View Wealth Advisors Group, LLC 0.21% Reduce -2.9% 20,183 $2.0M
Mechanics Bank Trust Department 0.29% Reduce -3.1% 20,114 $2.0M
Marks Group Wealth Management, Inc 0.21% Reduce -1.4% 19,921 $2.0M
Wedbush Securities Inc. 0.07% Add +0.3% 19,916 $2.0M
Aviance Capital Partners, LLC 0.28% Add +12.0% 19,873 $2.0M
Wagner Wealth Management, LLC 0.59% Add +11.8% 19,822 $2.0M
Hamel Associates, Inc. 0.63% Add +6.3% 19,822 $2.0M
Successful Portfolios LLC 1.39% Reduce -4.4% 19,783 $2.0M
Compagnie Lombard Odier SCmA 0.03% No change 19,750 $2.0M
Canandaigua National Bank & Trust Co. 0.21% Reduce -8.3% 19,703 $2.0M
Davis Investment Partners, LLC 0.81% Reduce -0.2% 18,731 $2.0M
Hardin Capital Partners, LLC 1.27% — 19,356 $1.9M
Advanced Asset Management Advisors Inc 0.52% New 19,349 $1.9M
Steel Grove Capital Advisors, LLC 0.27% Reduce -2.8% 19,274 $1.9M
City Holding Co. 0.29% Add +7.5% 19,266 $1.9M
Valeo Financial Advisors, LLC 0.06% Reduce -9.9% 19,182 $1.9M
Fox Hill Wealth Management 1.17% Add +3.9% 19,117 $1.9M
Heritage Wealth Management, Inc. 0.64% — 18,965 $1.9M
IHT Wealth Management, LLC 0.07% Add +4.3% 18,938 $1.9M
Harbor Capital Advisors, Inc. 0.14% Add +0.2% 18,910 $1.9M
apricus wealth, LLC 1.35% Add +2.8% 18,903 $1.9M
Natixis 0.01% Reduce -93.6% 18,834 $1.9M
IMC-Chicago, LLC 0.06% Add +42.9% 18,754 $1.9M
Smith, Moore & Co. 0.19% Reduce -0.3% 18,683 $1.9M
First Personal Financial Services 0.42% Add +20.4% 18,482 $1.9M
Eisler Capital (UK) Ltd. 0.60% Reduce -57.0% 18,446 $1.8M
Wright Investors Service Inc. 0.49% Reduce -22.9% 18,409 $1.8M
Hartford Financial Management Inc. 0.39% Reduce -0.5% 18,354 $1.8M
Good Life Advisors, LLC 0.15% Add +2.6% 18,329 $1.8M
Worldquant Millennium Advisors LLC 0.02% No change 18,281 $1.8M
Glenview Trust Co 0.04% Add +1.6% 18,151 $1.8M
Armor Investment Advisors, LLC 0.83% Reduce -12.9% 18,021 $1.8M
Randolph Co Inc 0.22% Reduce -0.9% 17,978 $1.8M
Hartford Funds Management Co LLC 0.17% Add +12.4% 17,970 $1.8M
Greenleaf Trust 0.02% Add +1.7% 17,967 $1.8M
Ipswich Investment Management Co., Inc. 0.42% Reduce -1.1% 17,950 $1.8M
Graves Light Lenhart Wealth, Inc. 0.21% Add +0.1% 18,054 $1.8M
Old Port Advisors 0.53% Add +6.8% 17,868 $1.8M
Symphony Financial, Ltd. Co. 0.33% Reduce -2.4% 17,744 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.68% Add +1.0% 17,765 $1.8M
TSP Capital Management Group, LLC 0.56% Reduce -10.1% 17,706 $1.8M
Mfa Wealth Advisors, LLC 0.39% Reduce -4.0% 17,640 $1.8M
Westpac Banking Corp. 0.14% Add +9.9% 17,497 $1.8M
Buckingham Strategic Wealth, LLC 0.02% Add +2.5% 17,454 $1.7M
Ledgewood Wealth Advisors, LLC 1.50% No change 17,404 $1.7M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -3.6% 17,337 $1.7M
Y-Intercept (Hong Kong) Ltd 0.10% New 17,306 $1.7M
Marino, Stram & Associates LLC 0.42% Reduce -0.3% 17,256 $1.7M
Hanson & Doremus Investment Management 0.29% Reduce -1.7% 17,195 $1.7M
Investment Management Corp of Ontario 0.05% Add +37.7% 17,176 $1.7M
Certified Advisory Corp 0.22% Reduce -6.3% 17,147 $1.7M
LVW Advisors, LLC 0.25% Add +10.2% 17,081 $1.7M
Concourse Financial Group Securities, Inc. 0.11% Reduce -5.4% 16,976 $1.7M
London Co. of Virginia 0.01% Reduce -11.9% 16,961 $1.7M
Leo Wealth, LLC 0.17% Reduce -2.6% 16,992 $1.7M
Argent Advisors, Inc. 0.67% Reduce -5.7% 16,918 $1.7M
Jeppson Wealth Management, LLC 0.65% Reduce -0.1% 16,876 $1.7M
Citadel Advisors 0.00% Reduce -64.2% 16,800 $1.7M
Mitchell McLeod Pugh & Williams Inc. 0.38% Add +0.0% 16,776 $1.7M
First National Trust Co 0.07% Reduce -7.2% 16,766 $1.7M
Pettyjohn, Wood & White, Inc. 0.32% No change 16,652 $1.7M
Signaturefd, LLC 0.03% Add +1.0% 16,609 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -3.7% 16,523 $1.7M
Community Bank & Trust, Waco, Texas 0.41% Reduce -0.1% 16,472 $1.7M
Avantax Planning Partners, Inc. 0.05% Reduce -45.5% 16,471 $1.7M
Platform Technology Partners 0.57% — 16,411 $1.6M
Resolution Capital Ltd 0.03% Reduce -1.6% 16,385 $1.6M
Adalta Capital Management LLC 0.89% Add +2.4% 16,355 $1.6M
Twin City Private Wealth, LLC 1.55% Reduce -3.5% 16,335 $1.6M
Wolff Wiese Magana LLC 1.30% Reduce -2.2% 16,317 $1.6M
Nepsis Inc. 0.44% Reduce -2.0% 16,298 $1.6M
StoneX Group Inc. 0.13% Add +10.4% 16,270 $1.6M
Park National Corp. 0.06% Reduce -2.2% 16,226 $1.6M
WealthTrust Axiom LLC 0.54% Add +0.4% 16,182 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -31.4% 16,124 $1.6M
GeoWealth Management, LLC 0.07% Add +25.8% 16,022 $1.6M
Norway Savings Bank 0.92% Reduce -4.9% 16,017 $1.6M
Private Wealth Partners, LLC 0.12% Reduce -0.1% 15,889 $1.6M
GYL Financial Synergies, LLC 0.12% Reduce -3.6% 15,874 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $1.6M
Ballast, Inc. 0.49% Add +2.8% 15,758 $1.6M
Vectors Research Management, LLC 0.48% Reduce -3.2% 15,747 $1.6M
Harmony Asset Management LLC 0.66% Reduce -0.8% 15,739 $1.6M
Stratos Investment Management, LLC 0.13% Reduce -21.4% 15,657 $1.6M
Exencial Wealth Advisors, LLC 0.06% Add +24.4% 15,603 $1.6M
RFG Advisory, LLC 0.05% Reduce -0.6% 15,527 $1.6M
Bradley Foster & Sargent Inc. 0.03% Add +2.8% 15,484 $1.6M
Cunning Capital Partners, LP 0.87% No change 15,435 $1.5M
SevenBridge Financial Group, LLC 0.34% Add +30.8% 13,687 $1.5M
Cordgrass Capital Advisors, LLC 0.49% Reduce -0.2% 15,418 $1.5M
Confluence Wealth Services, Inc. 0.12% Add +47.4% 15,381 $1.5M
Bull Street Advisors, LLC 0.74% Reduce -0.2% 15,238 $1.5M
King Luther Capital Management Corp. 0.01% Add +14.8% 15,190 $1.5M
Curi Capital, LLC 0.04% Add +2.0% 15,169 $1.5M
Empowered Funds, LLC 0.03% Add +12.2% 15,169 $1.5M
Advisory Alpha, LLC 0.06% Reduce -2.6% 15,141 $1.5M
Mission Wealth Management, LP 0.04% Reduce -9.0% 15,087 $1.5M
Point72 Europe (London) LLP 0.13% New 15,000 $1.5M
Paradigm Asset Management Co. LLC 0.42% New 14,900 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +3.3% 14,844 $1.5M
Parcion Private Wealth LLC 0.14% Add +4.1% 14,752 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 14,733 $1.5M
GC Wealth Management RIA, LLC 0.29% Add +20.0% 14,713 $1.5M
Hilltop Holdings Inc. 0.17% Add +9.4% 14,689 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +6.0% 14,680 $1.5M
RMR Wealth Builders 0.17% Add +17.4% 14,601 $1.5M
RNC Capital Management LLC 0.08% Add +10.3% 14,575 $1.5M
Wealth Dimensions Group, Ltd. 0.42% Add +1.4% 14,559 $1.5M
Private Trust Co. NA 0.16% Reduce -3.1% 14,525 $1.5M
Meridian Financial Partners LLC 0.86% Add +2.1% 13,568 $1.5M
Courier Capital LLC 0.12% Reduce -7.5% 14,446 $1.4M
Cullen/Frost Bankers, Inc. 0.02% Reduce -24.1% 14,236 $1.4M
Alpha Omega Wealth Management LLC 0.27% Reduce -0.9% 14,229 $1.4M
Little House Capital LLC 0.45% Add +0.6% 14,214 $1.4M
NTV Asset Management LLC 0.20% Add +3.2% 14,209 $1.4M
Horizon Investments, LLC 0.04% Add +0.5% 14,205 $1.4M
Ingalls & Snyder LLC 0.06% Reduce -2.8% 14,196 $1.4M
Blue Trust, Inc. 0.02% Add +7.3% 14,586 $1.4M
Formidable Asset Management, LLC 0.23% Add +14.9% 14,068 $1.4M
Trust Co. of Vermont 0.08% Reduce -6.0% 14,053 $1.4M
Donaldson Capital Management, LLC 0.06% Reduce -3.3% 14,044 $1.4M
Jacobi Capital Management LLC 0.12% Reduce -2.6% 14,037 $1.4M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -8.4% 13,992 $1.4M
ZWJ Investment Counsel Inc. 0.06% Reduce -1.0% 13,897 $1.4M
F/m Investments LLC 0.05% New 13,868 $1.4M
Clearbridge Investments, LLC 0.00% Reduce -27.8% 13,804 $1.4M
Chemung Canal Trust Co. 0.27% Reduce -3.7% 13,793 $1.4M
Meridian Wealth Management, LLC 0.17% New 13,764 $1.4M
Wealthcare Advisory Partners LLC 0.04% Add +4.7% 13,702 $1.4M
SpiderRock Advisors, LLC 0.04% Reduce -35.5% 13,688 $1.4M
Voya Financial Advisors, Inc. 0.15% Add +0.8% 13,623 $1.4M
Vinva Investment Management Ltd 0.07% Add +18.5% 13,606 $1.4M
Studio Investment Management LLC 0.31% Reduce -0.0% 13,560 $1.4M
Northcape Wealth Management, LLC 0.49% Add +1.7% 13,513 $1.4M
Burke & Herbert Bank & Trust Co. 0.33% Add +198.9% 13,506 $1.4M
Point Windward Advisors Inc. 0.56% Reduce -3.3% 13,439 $1.3M
Cullinan Associates Inc. 0.08% Reduce -21.9% 13,439 $1.3M
SageView Advisory Group, LLC 0.08% Add +4.6% 13,488 $1.3M
MTM Investment Management, LLC 0.55% Reduce -6.8% 13,362 $1.3M
Foundations Investment Advisors, LLC 0.03% Add +14.9% 13,346 $1.3M
Allianz Asset Management GmbH 0.00% Add +96.9% 13,329 $1.3M
Marble Harbor Investment Counsel, LLC 0.16% Reduce -0.3% 13,326 $1.3M
Mather Group, Llc. 0.02% Add +36.6% 13,748 $1.3M
Silver Oak Securities, Incorporated 0.20% Reduce -7.5% 13,259 $1.3M
Elevation Point Wealth Partners, LLC 0.11% Add +10.8% 13,254 $1.3M
Focus Financial Network, Inc. 0.06% Reduce -0.7% 12,303 $1.3M
Pullen Investment Management, LLC 1.10% Reduce -3.0% 13,193 $1.3M
Grandview Asset Management LLC 0.77% Reduce -1.5% 13,159 $1.3M
Bellecapital International Ltd. 0.28% Reduce -19.1% 13,072 $1.3M
Trust Investment Advisors 0.83% Add +0.8% 13,024 $1.3M
Gibson Wealth Advisors LLC 1.22% No change 13,000 $1.3M
Claro Advisors Inc. 0.20% Add +2.7% 12,922 $1.3M
Miller Howard Investments Inc. 0.04% Reduce -0.7% 12,885 $1.3M
Gables Capital Management Inc. 0.67% Add +1.6% 12,837 $1.3M
Cornerstone Wealth Management, LLC 0.10% Add +7.1% 12,760 $1.3M
Heritage Trust Co 0.17% Add +1.9% 12,743 $1.3M
EverSource Wealth Advisors, LLC 0.08% Add +42.6% 11,675 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Reduce -5.0% 12,726 $1.3M
Patten Group, Inc. 0.30% Add +1.8% 12,710 $1.3M
Fourpath Capital Management, LLC 0.94% Reduce -3.1% 12,684 $1.3M
Great Valley Advisor Group, Inc. 0.04% Add +25.0% 12,646 $1.3M
Capital Investment Counsel, Inc 0.19% Add +0.6% 12,590 $1.3M
Brooks, Moore & Associates, Inc. 0.81% No change 12,571 $1.3M
Bank Ozk 0.54% Reduce -10.1% 12,514 $1.3M
Nvwm, LLC 0.33% Add +3.6% 12,473 $1.3M
Excalibur Management Corp. 0.51% Add +1.0% 12,471 $1.3M
Trivium Point Advisory, LLC 0.19% Reduce -3.6% 12,458 $1.2M
Ranch Capital Advisors Inc. 0.65% New 12,430 $1.2M
Northeast Financial Consultants Inc 0.06% No change 12,372 $1.2M
Welch Group, LLC 0.06% Add +10.5% 12,336 $1.2M
Cooper Financial Group 0.18% Add +15.9% 12,294 $1.2M
Meeder Advisory Services, Inc. 0.09% Add +49.0% 12,287 $1.2M
Aviva PLC 0.00% Add +1.8% 12,242 $1.2M
ROI Financial Advisors, LLC 0.89% Reduce -4.5% 12,206 $1.2M
Allen Wealth Management, LLC 1.08% Add +4.1% 12,098 $1.2M
Greenfield Savings Bank 0.62% Reduce -1.7% 12,081 $1.2M
Compound Planning, Inc. 0.09% Add +6.1% 12,067 $1.2M
Peregrine Asset Advisers, Inc. 0.48% Reduce -86.7% 12,051 $1.2M
Mesirow Financial Investment Management, Inc. 0.03% Add +1.5% 12,043 $1.2M
Dover Advisors, LLC 0.75% No change 12,035 $1.2M
Lineweaver Wealth Advisors, LLC 0.25% Add +5.3% 11,944 $1.2M
Spirit of America Management Corp. 0.24% Reduce -2.5% 11,950 $1.2M
Columbia Asset Management 0.22% Reduce -12.9% 11,933 $1.2M
LS Investment Advisors, LLC 0.19% Add +42.5% 11,909 $1.2M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -11.7% 11,873 $1.2M
World Investment Advisors 0.07% New 11,864 $1.2M
Taylor Hoffman Wealth Management 0.48% No change 11,949 $1.2M
First National Corp. /Ma/ 0.28% Add +0.2% 11,831 $1.2M
Vident Advisory, LLC 0.03% Reduce -67.0% 11,829 $1.2M
First City Capital Management, Inc. 0.67% Reduce -3.8% 11,824 $1.2M
My Legacy Advisors, LLC 0.38% Add +2.4% 11,808 $1.2M
Procyon Advisors, LLC 0.09% Reduce -3.4% 11,690 $1.2M
JT Stratford LLC 0.22% Add +2.1% 11,640 $1.2M
Haverford Trust Co 0.01% Add +14.6% 11,630 $1.2M
Biltmore Family Office, LLC 0.21% No change 11,554 $1.2M
LCNB Corp. 0.43% Reduce -3.6% 11,508 $1.2M
Novare Capital Management LLC 0.10% Reduce -7.0% 11,508 $1.2M
Stableford Capital II LLC 0.45% Reduce -0.2% 10,720 $1.2M
Weaver Capital Management LLC 0.37% Add +19.0% 11,494 $1.2M
Sawyer & Company, Inc 0.46% Reduce -1.7% 11,497 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Add +3.2% 11,387 $1.1M
Schechter Investment Advisors, LLC 0.09% Add +0.3% 11,281 $1.1M
Atlas Brown,Inc. 0.41% Reduce -4.6% 11,269 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +160042.9% 11,210 $1.1M
1ST Source Bank 0.07% Add +5.3% 11,181 $1.1M
Insigneo Advisory Services, LLC 0.13% Reduce -2.6% 10,083 $1.1M
Fiduciary Trust Co 0.02% Add +7.8% 11,107 $1.1M
Evermay Wealth Management LLC 0.18% Reduce -0.8% 11,069 $1.1M
Mitchell Sinkler & Starr 0.28% Reduce -24.0% 10,631 $1.1M
Mystic Asset Management, Inc. 0.45% No change 11,054 $1.1M
Wedmont Private Capital 0.07% Add +12.6% 10,488 $1.1M
Advisor OS, LLC 0.12% Add +16.9% 11,005 $1.1M
Old National Bancorp 0.03% Reduce -29.9% 10,998 $1.1M
LMG Wealth Partners, LLC 0.27% No change 10,994 $1.1M
HUB Investment Partners, LLC 0.05% Add +3.9% 10,846 $1.1M
First Dallas Securities Inc. 0.48% Reduce -1.7% 10,832 $1.1M
TCW Group Inc. 0.01% Add +4.0% 10,799 $1.1M
Bfsg, LLC 0.14% Add +1.3% 10,752 $1.1M
Allen Capital Group, LLC 0.15% Add +14.4% 10,732 $1.1M
Banco Santander, S.A. 0.01% Reduce -8.0% 10,693 $1.1M
HBK Sorce Advisory LLC 0.04% Reduce -4.2% 10,678 $1.1M
First Manhattan Co. Llc. 0.00% Add +0.8% 10,670 $1.1M
Heritage Investors Management Corp. 0.04% Reduce -17.0% 10,574 $1.1M
Ransom Advisory, Ltd 0.53% No change 10,462 $1.0M
Shepherd Kaplan Krochuk, LLC 0.83% Reduce -6.3% 10,450 $1.0M
Sollinda Capital Management LLC 0.32% Add +9.4% 10,434 $1.0M
Guardian Wealth Advisors, LLC / NC 0.12% Reduce -8.5% 10,381 $1.0M
Gratus Wealth Advisors, LLC 0.18% Reduce -0.2% 9,705 $1.0M
MSH Capital Advisors LLC 0.35% Add +1.7% 10,340 $1.0M
Intrust Bank NA 0.11% Add +2.8% 10,322 $1.0M
Souders Financial Advisors 0.16% Reduce -16.8% 10,321 $1.0M
Journey Advisory Group, LLC 0.12% Reduce -5.5% 10,259 $1.0M
JBR Co Financial Management Inc 0.72% No change 10,204 $1.0M
Whalerock Point Partners, LLC 0.27% Add +1.7% 10,175 $1.0M
Earnest Partners LLC 0.00% Reduce -3.6% 10,173 $1.0M
9258 Wealth Management, LLC 0.16% No change 10,165 $1.0M
Trust Co of the South 0.24% Reduce -4.0% 10,140 $1.0M
Portside Wealth Group, LLC 0.19% Reduce -7.4% 10,116 $1.0M
Edge Capital Group, LLC 0.05% Add +0.1% 10,113 $1.0M
Granite Group Advisors, LLC 0.77% Reduce -0.2% 10,095 $1.0M
Bank of Hawaii 0.05% Reduce -7.8% 10,082 $1.0M
Chicago Capital, LLC 0.03% No change 10,070 $1.0M
Delta Financial Advisors LLC 0.39% Add +0.7% 10,021 $1.0M
Federation des caisses Desjardins du Quebec 0.01% Add +1427.1% 9,911 $993K
Capstone Investment Advisors, LLC 0.04% Reduce -35.2% 9,858 $988K
Inspire Trust Co, N.A. 0.33% Add +96.9% 9,847 $987K
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +0.2% 9,803 $983K
Sciencast Management LP 0.34% New 9,784 $981K
Burkett Financial Services, LLC 0.50% Add +1.0% 9,764 $979K
Foster Victor Wealth Advisors, LLC 0.08% Add +8.0% 9,148 $975K
Hayek Kallen Investment Management 0.36% Add +0.2% 9,691 $971K
CFS Investment Advisory Services, LLC 0.08% Add +3.2% 9,669 $969K
Keystone Financial Group 0.35% Add +3.8% 9,655 $968K
Asset Dedication, LLC 0.07% Reduce -0.2% 9,627 $965K
Kellett Wealth Advisors, LLC 0.78% Reduce -1.7% 9,626 $965K
Counterweight Ventures, LLC 0.73% Reduce -0.4% 9,614 $964K
Vise Technologies, Inc. 0.17% Add +5.8% 9,564 $959K
Valmark Advisers, Inc. 0.02% Reduce -0.7% 9,549 $957K
Capital Square, LLC 0.62% Add +4.6% 8,876 $955K
Widmann Financial Services, Inc. 0.77% Reduce -0.7% 9,504 $953K
Outfitters Financial LLC 0.79% Add +6.0% 9,500 $952K
Community Bank of Raymore 0.74% Add +0.3% 9,495 $952K
Peoples Financial Services Corp. 0.43% Reduce -0.4% 9,494 $952K
United Bank 0.12% No change 9,445 $947K
Keynote Financial Services LLC 0.80% No change 9,444 $947K
Beacon Financial Advisory LLC 0.35% New 9,353 $937K
Arkadios Wealth Advisors 0.06% Add +20.6% 9,342 $936K
Mirabella Financial Services LLP 0.08% Add +47.1% 9,341 $936K
Capital Advisors Inc. 0.02% Add +15.0% 9,310 $933K
Convergence Financial, LLC 0.25% New 9,256 $928K
Sumitomo Life Insurance Co. 0.02% Reduce -11.2% 9,248 $927K
Comprehensive Financial Consultants Institutional, Inc. 0.36% Add +11.1% 9,242 $926K
Morningstar Investment Management LLC 0.10% No change 9,192 $921K
Richard C. Young & CO., LTD. 0.11% New 9,074 $909K
Neville Rodie & Shaw Inc. 0.07% Reduce -5.9% 9,006 $903K
Qtron Investments LLC 0.13% New 9,008 $903K
Checchi Capital Advisers, LLC 0.07% Reduce -3.6% 8,994 $902K
Kovack Advisors, Inc. 0.10% Add +3.4% 8,981 $900K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.1% 8,944 $896K
Wilmington Savings Fund Society, FSB 0.03% Add +3.8% 8,928 $895K
Allred Capital Management, LLC 0.34% Reduce -0.0% 8,910 $893K
Steph & Co. 0.30% Reduce -6.0% 8,888 $891K
First Hawaiian Bank 0.03% Add +2.8% 8,882 $890K
Baldwin Investment Management, LLC 0.12% Add +0.8% 8,848 $887K
TCV Trust & Wealth Management, Inc. 0.08% No change 8,827 $885K
Winthrop Capital Management, LLC 0.44% Add +1.7% 8,792 $881K
Chesley Taft & Associates LLC 0.04% Reduce -13.1% 8,765 $879K
Western Wealth Management, LLC 0.07% Add +0.7% 8,753 $877K
Thrive Wealth Management, LLC 0.17% Add +0.7% 8,735 $875K
Keudell/Morrison Wealth Management 0.26% Reduce -3.1% 8,701 $872K
LongView Wealth Management 0.32% Add +4.7% 8,667 $869K
Johnson Financial Group, Inc. 0.04% Add +423.5% 8,586 $861K
First Trust Investment Solutions L.P. 0.12% Reduce -19.7% 8,541 $856K
Infrastructure Capital Advisors, LLC 0.13% Reduce -1.2% 8,501 $852K
Visionary Horizons, LLC 0.62% Reduce -0.6% 8,484 $850K
Precedent Wealth Partners, LLC 0.34% Add +12.3% 8,475 $849K
Marcum Wealth, LLC 0.09% Reduce -9.6% 8,450 $847K
SPC Financial, Inc. 0.08% Add +1.9% 8,438 $846K
Caprock Group, LLC 0.03% Add +94.8% 8,422 $844K
First National Advisers, LLC 0.15% Reduce -6.3% 8,421 $844K
Perigon Wealth Management, LLC 0.02% Reduce -4.4% 8,367 $839K
Smartleaf Asset Management LLC 0.14% Add +34.8% 8,330 $838K
Oakworth Capital, Inc. 0.06% Add +5.0% 8,342 $836K
Cadence Bank 0.06% Reduce -5.6% 8,317 $834K
Harbour Trust & Investment Management Co 0.10% Reduce -2.0% 8,310 $833K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +2.1% 8,308 $833K
Citizens Financial Group Inc. 0.02% Add +17.7% 8,287 $831K
Ballentine Partners, LLC 0.02% Add +13.7% 8,274 $829K
Hexagon Capital Partners LLC 0.18% Reduce -1.0% 8,250 $827K
Paloma Partners Management Co 0.09% Add +47.6% 8,238 $826K
First National Bank & Trust Co. of Newtown 0.17% Reduce -3.9% 8,218 $824K
Rwa Wealth Partners, LLC 0.01% Add +9.2% 8,201 $822K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -7.8% 8,198 $822K
Verity Asset Management, Inc. 0.32% Add +0.1% 8,184 $820K
Segment Wealth Management, LLC 0.06% No change 8,160 $818K
Doliver Advisors, LP 0.23% Add +35.5% 8,128 $815K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Reduce -11.7% 8,118 $814K
Archford Capital Strategies, LLC 0.13% Reduce -0.6% 8,099 $812K
BNP Paribas 0.04% No change 8,111 $812K
Maven Securities LTD 0.13% New 8,091 $811K
International Assets Investment Management, LLC 0.08% Reduce -0.0% 8,081 $810K
High Net Worth Advisory Group LLC 0.25% No change 8,069 $809K
Modern Wealth Management, LLC 0.06% Reduce -0.4% 8,054 $807K
Horizon Financial Services, LLC 0.51% Reduce -0.5% 8,048 $807K
Cigna Investments Inc. 0.15% Reduce -0.7% 8,044 $806K
Intrua Financial, LLC 0.13% Reduce -24.5% 8,041 $806K
MADDEN SECURITIES Corp 0.36% No change 8,024 $804K
Cassaday & Co Wealth Management LLC 0.03% Add +13.1% 7,998 $802K
Farther Finance Advisors, LLC 0.04% Add +54.5% 8,038 $799K
Tower Bridge Advisors 0.09% Reduce -40.1% 7,953 $797K
MIdWestOne Financial Group, Inc. 0.14% Reduce -1.9% 7,930 $795K
NovaPoint Capital, LLC 0.27% Add +7.2% 7,911 $793K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $791K
Brooklyn Investment Group 0.34% No change 8,207 $788K
Cape Investment Advisory, Inc. 0.35% Reduce -3.6% 7,839 $786K
Whittier Trust Co. 0.01% Add +2.1% 7,836 $785K
Chiron Capital Management, LLC 0.75% Reduce -14.5% 7,830 $785K
Cassia Capital Partners, LLC 0.52% Reduce -8.2% 7,818 $784K
Radnor Capital Management, LLC 0.24% Add +2.3% 7,788 $781K
Northwest Bancshares, Inc. 0.13% Reduce -2.3% 7,762 $778K
InTrack Investment Management Inc 0.55% Reduce -19.3% 7,753 $777K
Stratos Wealth Advisors, LLC 0.04% Add +61.5% 7,751 $777K
Gibbs Wealth Management 0.31% Add +29.6% 7,699 $772K
Fiduciary Group, LLC 0.08% Reduce -4.7% 7,696 $771K
Chapin Davis, Inc. 0.26% No change 7,675 $769K
Wulff, Hansen & Co. 0.76% No change 7,675 $769K
Quadrant Capital Group LLC 0.06% Add +0.5% 7,652 $767K
Abacus Planning Group, Inc. 0.15% Add +4.4% 7,651 $767K
Park Place Capital Corp 0.24% Reduce -26.1% 7,645 $766K
Delta Financial Group, Inc. 0.32% Add +0.2% 7,634 $765K
Summit Financial, LLC 0.03% Add +35.4% 7,628 $765K
Future Financial Wealth Managment LLC 0.67% Add +14.7% 7,619 $764K
Summit Trail Advisors, LLC 0.02% Add +39.6% 7,606 $762K
HM Payson & Co. 0.01% Add +1.2% 7,603 $762K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -7.5% 7,503 $752K
OneAscent Financial Services LLC 0.10% Add +8.1% 7,492 $751K
Trust Point Inc. 0.06% Reduce -6.7% 7,483 $750K
Diligent Investors, LLC 0.19% Add +17.3% 7,467 $748K
Schmidt P J Investment Management Inc. 0.14% Reduce -27.4% 7,454 $747K
D. E. Shaw & Co. 0.00% Reduce -88.7% 7,439 $746K
Realta Investment Advisors 0.15% Reduce -8.9% 7,399 $742K
Avior Wealth Management, LLC 0.03% Add +1.9% 7,393 $741K
KCM Investment Advisors LLC 0.03% No change 7,391 $741K
Financial Advocates Investment Management 0.05% Reduce -10.7% 7,354 $737K
Essex Bank 0.20% Add +3.9% 7,345 $736K
Rehmann Capital Advisory Group 0.05% Reduce -0.6% 7,327 $734K
Financial Partners Group, LLC 0.28% Add +0.4% 7,299 $732K
Armstrong Advisory Group, Inc. 0.06% Add +0.7% 7,298 $731K
Continuum Advisory, LLC 0.11% Reduce -0.4% 7,292 $731K
Resurgent Financial Advisors LLC 0.46% Reduce -31.6% 7,291 $731K
First Heartland Consultants, Inc. 0.07% Add +0.0% 7,273 $729K
Plan Group Financial, LLC 0.45% Add +95.7% 7,269 $729K
GAMMA Investing LLC 0.10% Add +122.0% 7,252 $727K
Everhart Financial Group, Inc. 0.19% Add +18.1% 7,241 $726K
Ethic Inc. 0.02% Add +27.3% 7,226 $724K
Hengehold Capital Management LLC 0.08% Add +27.8% 7,214 $723K
Fifth Third Wealth Advisors LLC 0.05% New 7,213 $723K
Lantz Financial LLC 0.22% Reduce -1.5% 7,210 $723K
Norden Group LLC 0.15% Add +11.9% 7,209 $723K
Arete Wealth Advisors, LLC 0.06% Reduce -57.6% 7,203 $721K
Prossimo Advisors, LLC 0.65% Add +1.3% 7,173 $719K
Ancora Advisors LLC 0.02% Add +9.2% 7,169 $719K
Ables, Iannone, Moore & Associates, Inc. 0.47% Reduce -1.6% 7,152 $717K
Independent Financial Group, LLC 0.03% Reduce -5.8% 7,134 $715K
Schonfeld Strategic Advisors LLC 0.01% New 7,129 $715K
WASHINGTON TRUST Co 0.03% Reduce -0.5% 7,127 $714K
Northwest & Ethical Investments L.P. 0.02% Add +8.5% 7,124 $714K
United Community Bank 0.29% Add +0.2% 7,100 $712K
First Command Advisory Services, Inc. 0.01% Reduce -5.7% 7,092 $711K
CoreCap Advisors, LLC 0.07% Reduce -0.9% 7,087 $710K
Albion Financial Group 0.05% Reduce -15.6% 7,046 $706K
Doheny Asset Management 0.50% Reduce -0.2% 7,045 $706K
Legacy Wealth Asset Management, LLC 0.20% Reduce -10.9% 7,026 $704K
Mayflower Financial Advisors, LLC 0.12% Reduce -3.4% 7,026 $704K
Pitcairn Co. 0.04% Add +1.2% 7,012 $703K
Parallel Advisors, LLC 0.02% Add +3.6% 7,006 $702K
Legacy Advisors, LLC 0.09% New 6,999 $702K
Belpointe Asset Management LLC 0.05% Reduce -4.3% 6,989 $701K
Readystate Asset Management LP 0.06% Add +124.8% 6,988 $700K
Diversified Trust Co. 0.02% Reduce -13.8% 6,979 $700K
Optimum Investment Advisors 0.31% Reduce -7.0% 6,968 $698K
John G Ullman & Associates Inc. 0.11% No change 6,953 $697K
Brevan Howard Capital Management LP 0.05% New 6,921 $694K
Costello Asset Management, INC 0.51% Add +2.7% 6,860 $688K
West Family Investments, Inc. 0.21% No change 6,829 $684K
V-Square Quantitative Management LLC 0.11% Add +2.7% 6,793 $681K
Nilsine Partners, LLC 0.09% Reduce -0.8% 6,755 $677K
Caldwell Sutter Capital, Inc. 0.33% Add +4.8% 6,736 $675K
Adapt Wealth Advisors, LLC 0.42% Add +23.6% 6,735 $675K
Bigelow Investment Advisors, LLC 0.32% Reduce -0.1% 6,687 $670K
Danske Bank A/S 0.00% Add +4.7% 6,687 $670K
Retirement Guys Formula LLC 0.32% Reduce -2.9% 6,682 $670K
Archer Investment Corp 0.20% Add +2.1% 6,669 $668K
Spire Wealth Management 0.02% Reduce -26.8% 6,664 $668K
Kavar Capital Partners Group, LLC 0.12% No change 6,662 $668K
Cornerstone Advisory, LLC 0.09% Reduce -14.6% 6,625 $664K
CI Investments Inc. 0.00% Add +2.0% 6,629 $664K
Powers Advisory Group, LLC 0.36% Add +0.7% 6,615 $663K
Wills Financial Group, Inc. 0.30% Add +5.2% 6,605 $662K
Phillips Wealth Planners LLC 0.70% Reduce -0.9% 6,424 $661K
Sapient Capital LLC 0.01% Add +1.3% 6,578 $659K
D.B. Root & Company, LLC 0.22% Reduce -42.5% 6,557 $657K
Kanawha Capital Management LLC 0.05% Reduce -0.2% 6,499 $651K
Cidel Asset Management Inc. 0.05% No change 6,482 $650K
Manchester Capital Management LLC 0.08% Add +2.7% 6,478 $649K
Crescent Sterling, Ltd. 0.62% Reduce -13.8% 6,454 $647K
Cross Staff Investments Inc 0.54% No change 6,449 $646K
Waters Parkerson & Co., LLC 0.03% No change 6,449 $646K
Headinvest, LLC 0.13% No change 6,443 $646K
Brighton Jones LLC 0.02% Reduce -3.4% 6,430 $645K
Wealth Management Associates, Inc. 0.30% No change 6,412 $643K
Relative Value Partners Group, LLC 0.08% New 6,399 $641K
Lake Street Private Wealth, LLC 0.08% Reduce -2.3% 6,399 $641K
Kapstone Financial Advisors LLC 0.42% Reduce -0.7% 6,393 $641K
Field & Main Bank 0.24% Add +9.8% 6,385 $640K
Dearborn Partners LLC 0.03% Reduce -0.8% 6,345 $636K
Bank of New Hampshire 0.16% No change 6,316 $633K
Edgewood Management LLC 0.00% No change 6,302 $632K
NorthRock Partners, LLC 0.02% Reduce -2.4% 6,288 $630K
CreativeOne Wealth, LLC 0.03% Reduce -33.5% 6,247 $627K
PSI Advisors, LLC 0.20% Reduce -0.4% 6,252 $627K
Carret Asset Management, LLC 0.07% No change 6,238 $625K
Visionary Wealth Advisors 0.04% Add +3.5% 6,214 $623K
Lake Street Advisors Group, LLC 0.03% Reduce -2.6% 6,211 $622K
Venture Visionary Partners LLC 0.03% Add +2.6% 6,208 $622K
Cobblestone Capital Advisors LLC 0.04% Reduce -8.3% 6,207 $622K
L.M. Kohn & Company 0.17% Add +2.1% 6,190 $620K
Moneta Group Investment Advisors LLC 0.01% Add +2.3% 6,170 $618K
Carnegie Investment Counsel 0.02% Reduce -17.9% 6,121 $614K
Wintrust Investments LLC 0.05% Add +4.4% 6,117 $613K
MBL Wealth, LLC 0.07% Add +0.5% 6,107 $612K
SeaCrest Wealth Management, LLC 0.07% Add +1.6% 6,093 $611K
Wealthquest Corp 0.07% No change 6,091 $611K
KLCM Advisors, Inc. 0.08% Add +17.0% 6,063 $608K
Hills Bank & Trust Co 0.05% No change 6,039 $605K
Atlanta Consulting Group Advisors, LLC 0.13% Reduce -8.0% 6,003 $602K
Supplemental Annuity Collective Trust of NJ 0.18% No change 6,000 $601K
Bard Financial Services, Inc. 0.06% Reduce -0.9% 5,970 $598K
Longfellow Investment Management Co. LLC 0.15% Add +0.7% 5,956 $597K
Stockman Wealth Management, Inc. 0.10% Add +0.7% 5,956 $597K
Citizens Business Bank 0.13% Reduce -77.1% 5,921 $593K
Glen Eagle Advisors, LLC 0.11% Add +3.8% 5,914 $593K
Gladstone Institutional Advisory LLC 0.03% Add +4.9% 5,900 $591K
Guyasuta Investment Advisors Inc. 0.04% No change 6,091 $591K
Agate Pass Investment Management, LLC 0.31% Reduce -7.1% 5,893 $591K
Clifford Swan Investment Counsel LLC 0.02% No change 5,890 $590K
Independence Bank of Kentucky 0.16% Reduce -1.7% 5,877 $589K
Trilogy Capital Inc. 0.03% Add +1.4% 5,834 $585K
Legacy Financial Advisors, Inc. 0.10% Add +4.3% 5,806 $582K
Kuhn & Co Investment Counsel 0.52% No change 5,793 $581K
Thoroughbred Financial Services, LLC 0.04% New 5,795 $580K
NBT Bank, N.A. 0.04% Reduce -1.7% 5,786 $580K
Grove Bank & Trust 0.09% Reduce -6.5% 5,781 $579K
LifePlan Financial, LLC 0.53% Add +5.0% 5,776 $579K
Goepper Burkhardt LLC 0.26% No change 5,767 $578K
BCGM Wealth Management, LLC 0.20% Add +0.2% 5,760 $577K
Fidelis Capital Partners, LLC 0.08% Reduce -11.7% 5,083 $577K
Passumpsic Savings Bank 0.41% New 5,735 $575K
Monetary Management Group Inc. 0.15% No change 5,733 $575K
Sandy Spring Bank 0.03% Reduce -7.0% 5,723 $574K
Personal Cfo Solutions, LLC 0.09% Add +0.9% 5,713 $573K
Grey Ledge Advisors, LLC 0.16% Reduce -2.6% 5,708 $572K
Financial Management Professionals, Inc. 0.08% Reduce -19.3% 5,702 $571K
Ausdal Financial Partners, Inc. 0.06% Reduce -3.6% 5,688 $570K
Associated Banc-Corp 0.02% Add +5.6% 5,679 $569K
CW Advisors, LLC 0.01% New 5,669 $568K
Community Financial Services Group, LLC 0.12% Reduce -19.8% 5,664 $568K
Midland Wealth Advisors, LLC 0.03% Add +14.8% 5,659 $567K
Bridges Investment Management Inc. 0.01% Add +132.8% 5,655 $567K
Fisher Asset Management 0.00% Add +11.6% 5,646 $566K
Investment Advisory Services Inc. /TX 0.21% Reduce -6.5% 5,634 $565K
Probity Advisors, Inc. 0.12% Add +17.7% 5,633 $565K
Parkside Financial Bank & Trust 0.09% Reduce -1.2% 5,632 $564K
Wellington Shields & Co., LLC 0.18% Add +0.1% 5,625 $564K
E&G Advisors, LLC 0.17% No change 5,600 $561K
Parsons Capital Management Inc. 0.04% No change 5,588 $560K
Centre Asset Management, LLC 0.13% Reduce -25.1% 5,590 $560K
Cannon Financial Strategists, Inc. 0.11% Reduce -24.1% 5,553 $557K
Bowen Hanes & Co. Inc. 0.02% No change 5,543 $556K
Palogic Value Management, L.P. 0.24% No change 5,537 $555K
CNB Bank 0.27% Reduce -48.4% 5,508 $552K
RB Capital Management, LLC 0.15% Reduce -1.5% 5,506 $552K
Register Financial Advisors LLC 0.28% Add +2.4% 5,488 $550K
Busey Bank 0.02% Reduce -2.1% 5,481 $549K
Concord Wealth Partners 0.10% Reduce -18.7% 5,471 $548K
Aigen Investment Management, LP 0.11% New 5,466 $548K
Ritholtz Wealth Management 0.02% Add +5.7% 5,437 $545K
Crewe Advisors LLC 0.06% Add +0.7% 5,411 $542K
WBH Advisory Inc. 0.05% Reduce -6.4% 5,400 $541K
Venturi Wealth Management, LLC 0.03% Add +290.0% 5,382 $539K
Firethorn Wealth Partners, LLC 0.30% Reduce -8.5% 5,351 $536K
Retirement Planning Co of New England, Inc. 0.29% Reduce -6.0% 5,338 $535K
Smith Chas P & Associates Pa Cpas 0.03% Add +0.2% 5,332 $534K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.03% New 5,332 $534K
Centaurus Financial, Inc. 0.04% Add +2.0% 5,302 $531K
Silverlake Wealth Management LLC 0.22% Add +15.7% 5,284 $530K
Washington Capital Management, Inc. 0.45% Reduce -2.6% 5,275 $529K
GTS Securities LLC 0.01% New 5,264 $528K
Crestwood Advisors Group, LLC 0.01% Reduce -8.1% 5,244 $526K
Diversify Wealth Management, LLC 0.07% — 4,724 $524K
St. Louis Trust Co 0.08% No change 5,207 $522K
Saxony Capital Management, LLC 0.57% Add +9.6% 5,203 $522K
Apexium Financial, LP 0.04% Add +0.8% 5,175 $519K
Hudock, Inc. 0.10% Add +8.1% 5,170 $518K
CVA Family Office, LLC 0.09% Add +1.1% 5,169 $518K
True Vision MN LLC 0.34% Reduce -0.1% 5,169 $518K
Fidelity D & D Bancorp Inc. 0.39% No change 5,166 $518K
XML Financial, LLC 0.05% Reduce -18.5% 5,162 $517K
Wendell David Associates Inc. 0.05% No change 5,139 $515K
Garrett Wealth Advisory Group, LLC 0.19% Add +1.0% 5,120 $513K
Octavia Wealth Advisors, LLC 0.07% Add +24.7% 5,115 $513K
Finivi Inc. 0.42% New 5,082 $509K
Bill Few Associates, Inc. 0.20% Reduce -0.1% 5,075 $509K
Gray Wealth Management Inc. 0.22% Add +6.1% 5,068 $508K
Hendershot Investments Inc. 0.07% Add +1.5% 5,060 $507K
Aspen Investment Management Inc 0.25% Reduce -3.3% 5,061 $507K
Conning Inc. 0.02% Add +5.9% 5,050 $506K
Carmichael Hill & Associates, Inc. 0.21% Add +0.2% 5,047 $506K
Asset Advisors Investment Management, LLC 0.06% New 5,044 $506K
Kingfisher Capital LLC 0.12% Add +0.2% 5,033 $504K
Wilkins Investment Counsel Inc. 0.08% Reduce -2.3% 5,025 $504K
Northstar Advisory Group, LLC 0.29% Add +112.2% 5,019 $503K
Two Sigma Securities, LLC 0.02% Reduce -58.0% 5,004 $502K
PrairieView Partners, LLC 0.06% New 5,000 $501K
AA Financial Advisors, LLC 0.18% Add +16.4% 4,980 $499K
Krane Funds Advisors LLC 0.02% Reduce -2.7% 4,979 $499K
Stanley-Laman Group, Ltd. 0.07% Add +21.7% 6,150 $498K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +22.6% 4,962 $497K
First Financial Bank - Trust Division 0.05% Reduce -19.9% 4,955 $497K
HHM Wealth Advisors, LLC 0.07% Add +72.0% 4,935 $495K
Bar Harbor Wealth Management 0.03% Add +9.3% 4,926 $494K
Patton Albertson Miller Group, LLC 0.07% Reduce -2.6% 4,914 $493K
Financial Security Advisor, Inc. 0.16% Add +1.4% 4,909 $492K
Walker Asset Management, LLC 0.33% Add +0.8% 4,904 $492K
Siemens Fonds Invest GmbH 0.04% Reduce -78.3% 4,880 $489K
Spinnaker Trust 0.03% No change 4,850 $486K
Roberts Glore & Co. Inc. 0.15% No change 4,843 $485K
CSS LLC 0.11% New 4,826 $484K
AdvisorNet Financial, Inc 0.04% Add +30.4% 4,822 $483K
Roundview Capital LLC 0.04% Add +0.8% 4,821 $483K
Tyche Wealth Partners LLC 0.12% Reduce -0.5% 4,812 $482K
Wolff Financial Management LLC 0.36% No change 4,810 $482K
Graypoint LLC 0.03% Add +11.8% 4,809 $482K
Syon Capital LLC 0.04% Add +4.5% 4,801 $481K
PBMares Wealth Management LLC 0.12% No change 4,800 $481K
Eagle Strategies LLC 0.09% Reduce -19.3% 4,795 $481K
Horizon Investment Services, LLC 0.23% Reduce -0.6% 4,786 $480K
OmniStar Financial Group, Inc. 0.43% Reduce -4.9% 4,775 $479K
Edge Financial Advisors LLC 0.49% Reduce -0.0% 4,765 $478K
Flaharty Asset Management, LLC 0.07% Reduce -6.6% 4,758 $477K
Fulton Breakefield Broenniman LLC 0.04% Reduce -0.7% 4,758 $477K
Traphagen Investment Advisors LLC 0.05% Add +4.0% 4,754 $477K
Members Trust Co 0.01% Reduce -5.1% 4,753 $476K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -18.1% 4,745 $476K
Novak & Powell Financial Services, Inc. 0.29% Reduce -2.1% 4,707 $472K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.2% 4,678 $469K
Wrapmanager Inc. 0.13% Reduce -14.2% 4,666 $468K
Gryphon Financial Partners LLC 0.07% Add +17.1% 4,666 $468K
Concord Asset Management, LLC 0.12% Reduce -5.9% 4,643 $465K
United Bank 0.23% Reduce -2.7% 4,637 $465K
Adirondack Trust Co. 0.19% Reduce -1.4% 4,627 $464K
Lantern Wealth Advisors, LLC 0.34% Add +0.1% 4,622 $463K
Gateway Investment Advisers LLC 0.01% Reduce -0.7% 4,612 $462K
Greatmark Investment Partners, Inc. 0.07% No change 4,599 $461K
Prairie Sky Financial Group LLC 0.29% No change 4,596 $461K
O'ROURKE & COMPANY, Inc 0.26% Add +2.5% 4,587 $460K
Flputnam Investment Management Co. 0.01% Add +12.0% 4,558 $457K
Salomon & Ludwin, LLC 0.05% Reduce -27.4% 4,535 $455K
Tiemann Investment Advisors, LLC 0.20% Reduce -0.4% 4,523 $453K
Campion Asset Management 0.35% Reduce -0.9% 4,500 $451K
Hodges Capital Management Inc. 0.03% Reduce -2.2% 4,498 $451K
3Chopt Investment Partners, LLC 0.14% New 4,493 $450K
MBA Advisors LLC 0.23% Add +0.2% 4,483 $449K
Hummer Financial Advisory Services Inc 0.39% Reduce -2.9% 4,474 $448K
Petra Financial Advisors Inc. 0.32% Add +3.0% 4,471 $448K
Kenora Financial, LLC 0.19% No change 4,457 $447K
TBH Global Asset Management, LLC 0.10% Reduce -27.9% 4,455 $447K
Fox Run Management, L.L.C. 0.08% New 4,454 $446K
McDonough Capital Management, Inc 0.32% Add +2.4% 4,450 $446K
Trueblood Wealth Management, LLC 0.25% Reduce -1.7% 4,439 $445K
SignalPoint Asset Management, LLC 0.12% Reduce -0.3% 4,431 $444K
Pinnacle West Asset Management, Inc. 0.35% Add +2.1% 4,425 $444K
Cordatus Wealth Management LLC 0.17% Add +1.3% 4,430 $444K
Revisor Wealth Management LLC 0.31% Reduce -24.6% 4,409 $442K
Roberts Financial Services LLC 0.09% Reduce -1.6% 4,406 $442K
Guardian Investment Management 0.32% Reduce -19.3% 4,399 $441K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -0.3% 4,398 $441K
Ferguson Wellman Capital Management, Inc. 0.01% Add +27.6% 4,386 $440K
Cedrus LLC 0.22% Add +1.8% 4,362 $437K
Catalyst Financial Partners LLC 0.10% Add +5.6% 4,352 $436K
Argus Investors' Counsel, Inc. 0.27% No change 4,338 $435K
Rollins Financial Advisors, LLC 0.07% Reduce -8.8% 4,337 $435K
Centennial Bank 0.21% Reduce -0.1% 4,333 $434K
TFG Advisers LLC 0.17% Add +14.2% 4,326 $434K
Accurate Wealth Management, LLC 0.10% Reduce -6.5% 4,114 $433K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -3.8% 4,312 $432K
Boston Financial Mangement LLC 0.01% Add +17.4% 4,308 $432K
Blue Fin Capital, Inc. 0.09% No change 4,301 $431K
Private Capital Management, LLC 0.05% Reduce -62.6% 4,284 $429K
Garner Asset Management Corp 0.16% Add +5.0% 4,284 $429K
Clarius Group, LLC 0.03% Add +0.2% 4,280 $429K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -9.3% 4,263 $427K
Princeton Capital Management LLC 0.14% Reduce -13.6% 4,263 $427K
Mayfair Advisory Group, LLC 0.29% Add +3.7% 4,044 $426K
One Capital Management, LLC 0.01% New 4,249 $426K
Aspen Grove Capital, LLC 0.10% No change 4,233 $424K
Balboa Wealth Partners 0.11% Add +11.5% 4,224 $423K
Blueprint Investment Partners LLC 0.09% New 4,216 $423K
Bray Capital Advisors 0.11% No change 4,205 $421K
Hancock Whitney Corp. 0.01% Reduce -3.6% 4,205 $421K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.6% 4,194 $420K
Fairfield, Bush & Co. 0.25% Add +12.0% 4,192 $420K
World Equity Group, Inc. 0.13% Reduce -5.5% 4,180 $419K
Investment Partners Asset Management, Inc. 0.37% No change 4,178 $419K
Birchcreek Wealth Management, LLC 0.23% No change 4,163 $417K
Verum Partners LLC 0.14% Add +4.4% 4,162 $417K
Blackston Financial Advisory Group, LLC 0.23% New 4,161 $417K
Karpas Strategies, LLC 0.13% Add +0.2% 4,161 $417K
White Lighthouse Investment Management Inc. 0.08% No change 4,161 $417K
Latitude Advisors, LLC 0.25% Add +4.2% 4,156 $417K
CMG Global Holdings, LLC 0.27% No change 4,148 $416K
Knollwood Investment Advisory, LLC 0.05% New 4,142 $415K
Symmetry Partners, LLC 0.02% Reduce -13.7% 4,126 $414K
Veltria Advisors Corp. 0.15% Reduce -8.2% 4,124 $413K
Joel Isaacson & Co., LLC 0.02% Add +4.8% 4,119 $413K
New Republic Capital, LLC 0.21% Add +18.2% 4,098 $411K
Zacks Investment Management 0.00% Add +62.5% 4,097 $411K
Beverly Hills Private Wealth, LLC 0.09% Reduce -10.8% 4,084 $409K
Arbor Investment Advisors, LLC 0.06% Reduce -62.5% 4,055 $406K
Marathon Strategic Advisors, LLC 0.47% New 4,050 $406K
Westmount Partners, LLC 0.13% Add +1.2% 4,084 $406K
Kiely Wealth Advisory Group, Inc. 0.22% Add +0.2% 3,593 $405K
Bedel Financial Consulting, Inc. 0.06% Add +2.9% 4,044 $405K
NCM Capital Management, LLC 0.21% No change 4,029 $404K
Flagship Harbor Advisors, LLC 0.02% Add +0.4% 4,026 $403K
Marotta Asset Management 0.08% New 4,058 $403K
Searle & Co. 0.09% Add +37.7% 4,019 $403K
Fulcrum Equity Management 0.36% Add +11.8% 4,001 $401K
Walter Public Investments Inc. 0.08% No change 4,000 $401K
Davis R M Inc. 0.01% Reduce -1.9% 3,980 $399K
CWS Financial Advisors, LLC 0.16% Add +0.0% 3,979 $399K
Capital Asset Advisory Services LLC 0.02% Reduce -6.8% 3,949 $399K
LVM Capital Management Ltd. 0.05% No change 3,955 $396K
Objectivity Squared, LLC 0.30% Add +0.1% 3,712 $395K
Cypress Wealth Services, LLC 0.09% Add +0.7% 3,941 $395K
Horan Securities, Inc. 0.17% Reduce -2.0% 3,924 $393K
Moody National Bank Trust Division 0.03% Reduce -1.0% 3,915 $392K
Jump Financial, LLC 0.01% New 3,896 $390K
Sunbelt Securities, Inc. 0.04% No change 3,890 $390K
Americana Partners, LLC 0.03% Add +0.1% 3,885 $389K
Nicolet Advisory Services, LLC 0.04% Add +1.1% 3,784 $389K
JB Capital LLC 0.02% Add +4.9% 3,881 $389K
Avestar Capital, LLC 0.04% Add +14.5% 3,877 $389K
Keel Point, LLC 0.04% Add +53.2% 3,414 $388K
DRW Securities, LLC 0.02% New 3,877 $388K
FLC Capital Advisors 0.10% No change 3,869 $388K
Transform Wealth, LLC 0.03% Reduce -5.6% 3,861 $387K
Accel Wealth Management 0.15% Add +4.5% 3,858 $387K
Alliance Wealth Advisors, LLC 0.11% Add +5.8% 3,852 $386K
Almanack Investment Partners, LLC. 0.07% No change 3,852 $386K
AlphaCore Capital LLC 0.09% Add +1.1% 3,852 $386K
Atlas Private Wealth Advisors 0.06% New 3,836 $384K
Tucker Asset Management LLC 0.08% Reduce -16.8% 3,833 $384K
Destination Wealth Management 0.01% Reduce -2.6% 3,828 $384K
CFO4Life Group, LLC 0.07% Add +10.1% 3,813 $382K
Rockland Trust Co. 0.02% Add +19.1% 3,805 $381K
FDx Advisors, Inc. 0.10% Reduce -17.6% 3,767 $378K
Patriot Investment Management Group, Inc. 0.03% Reduce -1.3% 3,769 $378K
Sentry Investment Management LLC 0.17% New 3,764 $377K
PFG Advisors 0.03% Reduce -2.8% 3,756 $376K
Waddell & Associates, LLC 0.05% Add +2.7% 3,753 $376K
Baker Avenue Asset Management, LP 0.01% New 3,751 $376K
Pinnacle Wealth Management Group, Inc. 0.25% Add +0.7% 3,748 $376K
Meridian Investment Counsel Inc. 0.12% Add +13.7% 3,745 $375K
Beacon Capital Management, LLC 0.07% Add +6.1% 3,740 $375K
Aldebaran Financial Inc. 0.49% No change 3,725 $373K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,718 $373K
White Knight Strategic Wealth Advisors, LLC 0.37% No change 3,715 $372K
Girard Partners LTD. 0.04% Reduce -13.3% 3,707 $372K
Soltis Investment Advisors LLC 0.04% Reduce -94.5% 3,697 $371K
Ascentis Independent Advisors 0.08% — 3,684 $369K
Lloyd Advisory Services, LLC. 0.17% New 3,681 $369K
Pallas Capital Advisors LLC 0.02% Add +23.1% 3,448 $369K
Laurion Capital Management LP 0.01% New 3,677 $369K
Wambolt & Associates, LLC 0.11% Reduce -28.6% 3,705 $368K
Broadwater Capital Management LLC 0.28% No change 3,666 $367K
Darwin Wealth Management, LLC 0.18% Add +0.1% 3,658 $367K
First Western Trust Bank 0.02% No change 3,651 $366K
Aspiriant, LLC 0.01% Reduce -18.9% 3,650 $366K
IronBridge Private Wealth, LLC 0.14% No change 3,650 $366K
Childress Capital Advisors, LLC 0.10% Add +22.8% 3,641 $365K
Dynamic Technology Lab Private Ltd 0.04% Reduce -74.4% 3,633 $364K
Enterprise Financial Services Corp 0.22% Reduce -5.5% 3,625 $363K
Alliance Wealth Advisors, LLC 0.23% Reduce -6.9% 3,615 $362K
Fiduciary Alliance LLC 0.06% New 3,608 $360K
Strategic Investment Advisors / MI 0.04% Add +5.8% 3,591 $360K
Quad-Cities Investment Group, LLC 0.20% Reduce -12.0% 3,589 $360K
McDaniel Terry & Co. 0.03% New 3,578 $359K
Marietta Investment Partners LLC 0.08% No change 3,581 $359K
Brandywine Oak Private Wealth LLC 0.04% Reduce -14.4% 3,579 $359K
Am Investment Strategies LLC 0.09% Add +1.5% 3,566 $357K
Sonora Investment Management Group, LLC 0.03% No change 3,690 $357K
Aveo Capital Partners, LLC 0.04% Reduce -11.3% 3,560 $357K
Coppell Advisory Solutions LLC 0.06% — 3,557 $357K
CHICAGO TRUST Co NA 0.07% Add +0.1% 3,556 $356K
Grant/GrossMendelsohn, LLC 0.16% Add +0.8% 3,547 $356K
Southland Equity Partners LLC 0.10% Reduce -2.4% 3,542 $355K
MKT Advisors LLC 0.18% Add +0.1% 3,515 $355K
Cyndeo Wealth Partners, LLC 0.03% Reduce -0.3% 3,535 $354K
Douglas Lane & Associates, LLC 0.01% Reduce -18.6% 3,527 $354K
Verus Financial Partners, Inc. 0.04% Add +0.1% 3,517 $352K
Clearstead Trust, LLC 0.09% No change 3,509 $352K
Premier Path Wealth Partners, LLC 0.06% Add +12.7% 3,502 $351K
King Wealth Management Group 0.06% Reduce -3.2% 3,489 $350K
PCA Investment Advisory Services Inc. 0.18% No change 3,487 $349K
Means Investment Co., Inc. 0.04% Reduce -8.5% 3,471 $348K
First Citizens Financial Corp 0.21% Reduce -8.2% 3,467 $347K
Duncker Streett & Co. Inc. 0.07% No change 3,467 $347K
Front Row Advisors LLC 0.12% No change 3,452 $346K
Pine Harbor Wealth Management, LLC 0.20% Add +6.2% 3,449 $346K
Norris Perne & French LLP 0.03% Reduce -15.6% 3,448 $346K
Sandbox Financial Partners, LLC 0.13% Add +1.6% 3,447 $345K
Burney Co./ 0.01% Reduce -2.7% 3,434 $344K
Sage Mountain Advisors LLC 0.03% Add +9.9% 3,428 $344K
TRUE Private Wealth Advisors 0.04% Reduce -5.7% 3,405 $341K
Beaton Management Co. Inc. 0.18% Reduce -0.0% 3,404 $341K
Abbrea Capital, LLC 0.04% Add +3.2% 3,396 $340K
Cim Investment Management Inc. 0.10% Reduce -1.0% 3,388 $340K
KPP Advisory Services LLC 0.09% Add +9.0% 3,386 $339K
Prostatis Group LLC 0.12% Reduce -16.9% 3,375 $338K
Quent Capital, LLC 0.04% Reduce -17.7% 3,375 $338K
Prio Wealth Limited Partnership 0.01% No change 3,370 $338K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Reduce -0.6% 3,369 $338K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -50.2% 3,368 $338K
OMC Financial Services LTD 0.16% Add +0.1% 3,367 $337K
William B. Walkup & Associates, Inc. 0.22% — 3,358 $337K
St Germain D J Co. Inc. 0.02% Reduce -2.2% 3,300 $331K
Waldron Private Wealth LLC 0.01% Add +4.0% 3,298 $331K
Marathon Capital Management 0.08% Reduce -1.5% 3,297 $330K
Fullcircle Wealth LLC 0.16% — 3,036 $330K
Cladis Investment Advisory, LLC 0.24% No change 3,288 $330K
MWA Asset Management 0.23% Reduce -1.5% 3,285 $329K
Muirfield Wealth Advisors LLC 0.31% Add +1.0% 3,277 $328K
Marshall Financial Group, LLC 0.09% Reduce -86.9% 3,277 $328K
Certuity, LLC 0.03% Add +12.6% 3,265 $327K
Sterling Investment Counsel, LLC 0.13% Reduce -16.8% 3,263 $327K
FWG Holdings, LLC 0.16% Add +0.3% 3,050 $327K
O'Keefe Stevens Advisory, Inc. 0.11% Add +23.1% 3,251 $326K
Pittenger & Anderson Inc. 0.01% No change 3,250 $326K
Acorn Financial Advisory Services Inc. 0.06% Reduce -0.1% 3,243 $325K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 3,239 $325K
Sargent Investment Group, LLC 0.07% Reduce -0.3% 3,235 $324K
Hobbs Group Advisors, LLC 0.12% — 3,228 $324K
OneAscent Wealth Management LLC 0.17% Reduce -40.5% 3,222 $323K
Cascade Investment Group, Inc. 0.25% Reduce -5.9% 3,205 $321K
CTC Alternative Strategies, Ltd. 0.14% Add +36.2% 3,200 $321K
MCF Advisors LLC 0.02% Add +6.0% 3,200 $321K
Transcend Capital Advisors, LLC 0.02% Reduce -5.7% 3,194 $320K
PDS Planning, Inc 0.03% Add +11.4% 3,192 $320K
Commonwealth Financial Services, LLC 0.07% Reduce -34.0% 3,164 $318K
Apella Capital, LLC 0.01% Add +36.0% 3,152 $318K
Letko, Brosseau & Associates Inc. 0.01% Add +2.2% 3,169 $318K
CRA Financial Services, LLC 0.06% No change 3,160 $317K
Summit Asset Management, LLC 0.04% Add +1.1% 3,155 $316K
WealthPlan Investment Management, LLC 0.05% No change 3,151 $316K
Revolve Wealth Partners, LLC 0.05% Reduce -3.5% 3,150 $316K
Fagan Associates, Inc. 0.06% Add +5.7% 3,150 $316K
Smith Thornton Advisors LLC 0.23% — 3,149 $316K
CX Institutional 0.01% Add +5.9% 3,135 $314K
Sierra Summit Advisors LLC 0.08% Add +12.6% 3,131 $314K
Xcel Wealth Management, LLC 0.10% Add +23.8% 3,117 $312K
Sunpointe, LLC 0.20% Reduce -24.3% 3,112 $312K
Wimmer Associates 1, LLC 0.16% Reduce -2.1% 3,111 $312K
Meridian Wealth Partners, LLC 0.06% Add +2.2% 3,106 $311K
Catalina Capital Group, LLC 0.12% Add +27.6% 3,098 $311K
Westhampton Capital, LLC 0.17% Reduce -24.7% 3,097 $310K
Alpha Cubed Investments, LLC 0.01% Reduce -1.5% 3,089 $310K
Burns J W & Co. Inc. 0.04% No change 3,083 $309K
Sigma Investment Counselors Inc. 0.02% No change 3,077 $308K
Evergreen Capital Management LLC 0.01% Add +16.8% 3,072 $308K
McGowan Group Asset Management, Inc. 0.04% Add +1.2% 3,071 $308K
Wiser Advisor Group LLC 0.48% Add +7.5% 3,069 $308K
Plato Investment Management Ltd 0.03% No change 3,068 $308K
Robertson Stephens Wealth Management, LLC 0.02% Add +1.0% 3,060 $307K
LSP Investment Advisors, LLC 0.17% No change 3,060 $307K
McLean Asset Management Corp 0.10% Add +16.7% 2,983 $307K
Baker Boyer National Bank 0.11% No change 3,053 $306K
Exchange Bank 0.26% No change 3,045 $305K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -5.2% 3,045 $305K
Jackson Wealth Management, LLC 0.07% No change 3,043 $305K
Buttonwood Financial Advisors Inc. 0.14% Reduce -24.7% 3,042 $305K
Lindbrook Capital, LLC 0.03% Add +46.6% 3,039 $305K
Channel Wealth LLC 0.11% Reduce -4.2% 3,025 $303K
Thor Investment Management Inc. /Oh/ 0.24% Add +1.2% 3,023 $303K
Jmac Enterprises LLC 0.05% Reduce -14.1% 3,018 $303K
Slagle Financial, LLC 0.16% Reduce -7.9% 3,017 $302K
Edgemoor Investment Advisors, Inc. 0.03% Add +21.9% 3,017 $302K
Summit X, LLC 0.07% Add +23.9% 2,977 $302K
Davidson Investment Advisors 0.02% New 3,000 $301K
Titleist Asset Management, LLC 0.05% New 2,996 $300K
Signature Estate & Investment Advisors LLC 0.01% New 2,990 $300K
Heartwood Wealth Advisors LLC 0.04% New 2,987 $299K
Boston Trust Walden Corp 0.00% No change 2,984 $299K
Market Street Wealth Management Advisors LLC 0.05% Reduce -3.0% 2,962 $297K
Interchange Capital Partners, LLC 0.11% New 2,962 $297K
New Hampshire Trust 0.07% Reduce -2.8% 2,959 $297K
Cravens & Co Advisors, LLC 0.22% Reduce -7.1% 2,958 $296K
L2 Asset Management, LLC 0.09% Add +9.0% 2,955 $296K
Mosaic Family Wealth Partners, LLC 0.05% Add +1.8% 2,951 $296K
North Star Investment Management Corp. 0.02% Reduce -3.8% 2,947 $295K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% No change 2,945 $295K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -4.1% 2,938 $294K
Cadinha & Co. LLC 0.05% No change 2,935 $294K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.2% 2,913 $292K
American Money Management, LLC 0.06% Reduce -1.1% 2,911 $292K
Hurlow Wealth Management Group, Inc. 0.10% Reduce -3.5% 2,893 $290K
Uncommon Cents Investing LLC 0.09% Add +3.6% 2,883 $289K
Oxford Financial Group, LTD. LLC 0.02% New 2,882 $289K
Spinnaker Investment Group, LLC 0.08% Add +1.1% 2,879 $289K
Walter & Keenan Wealth Management LLC /in/ 0.09% New 2,873 $288K
Buckingham Capital Management, Inc. 0.03% No change 2,873 $288K
Breakwater Capital Group 0.07% Reduce -1.7% 2,863 $287K
NewEdge Wealth, LLC 0.01% Reduce -16.7% 2,862 $287K
Stokes Family Office, LLC 0.03% Add +8.0% 2,854 $286K
Oak Hill Wealth Advisors, LLC 0.09% — 2,839 $285K
MJP Associates Inc. 0.06% Reduce -7.2% 2,833 $284K
Elmwood Wealth Management, Inc. 0.13% Reduce -0.9% 2,818 $282K
Quotient Wealth Partners, LLC 0.01% Add +13.9% 2,812 $282K
Ashton Thomas Securities, LLC 0.07% — 3,640 $281K
Avidian Wealth Enterprises, LLC 0.01% Add +22.6% 2,799 $281K
Main Street Financial Solutions, LLC 0.03% Add +17.7% 2,797 $280K
Fca Corp. 0.09% No change 2,794 $280K
Mark Sheptoff Financial Planning, LLC 0.16% No change 2,785 $279K
WMS Partners, LLC 0.02% New 2,785 $279K
Citizens National Bank Trust Department 0.06% Add +8.0% 2,782 $279K
Diversify Advisory Services, LLC 0.02% Reduce -26.2% 2,756 $278K
Beacon Investment Advisors LLC 0.14% Reduce -0.6% 2,773 $278K
Verus Capital Partners, LLC 0.03% Add +2.2% 2,760 $277K
FRG Family Wealth Advisors LLC 0.05% No change 2,450 $277K
Blossom Wealth Management 0.60% Reduce -1.3% 2,760 $277K
Signal Advisors Wealth, LLC 0.60% New 2,758 $276K
Stokes Capital Advisors, LLC 0.08% Reduce -14.9% 2,754 $276K
BIP Wealth, LLC 0.02% Add +4.6% 2,751 $276K
Van Cleef Asset Management,Inc 0.03% No change 2,749 $276K
Brass Tax Wealth Management, Inc. 0.05% Add +0.4% 2,743 $275K
Colonial River Investments, LLC 0.15% Reduce -34.1% 2,740 $275K
Simon Quick Advisors, LLC 0.02% New 2,736 $274K
TCI Wealth Advisors, Inc. 0.03% New 2,735 $274K
Executive Wealth Management, LLC 0.05% Add +7.2% 2,731 $274K
First Financial Corp. 0.14% Reduce -25.8% 2,726 $273K
Carl P. Sherr & Co., LLC 0.15% No change 2,721 $273K
Alaethes Wealth, LLC 0.11% No change 2,720 $273K
Central Bank & Trust Co. 0.04% Add +7.3% 2,718 $272K
NorthStar Asset Management LLC 0.19% Add +0.7% 2,705 $271K
Onyx Bridge Wealth Group LLC 0.04% Add +0.3% 2,704 $271K
Aprio Wealth Management, LLC 0.05% New 2,696 $270K
Baker Tilly Wealth Management, LLC 0.11% Reduce -82.0% 2,694 $270K
Nomura Holdings Inc. 0.00% Reduce -91.6% 2,688 $269K
Barlow Wealth Partners, LLC 0.04% No change 2,469 $268K
Smithfield Trust Co 0.01% Reduce -5.2% 2,681 $268K
Ritter Daniher Financial Advisory LLC / DE 0.09% Add +0.1% 2,669 $268K
West Michigan Advisors, LLC 0.08% Reduce -20.1% 2,660 $267K
Sanders Morris Harris LLC 0.04% No change 2,650 $266K
Gilman Hill Asset Management, LLC 0.05% No change 2,645 $265K
Relyea Zuckerberg Hanson LLC 0.04% New 2,638 $264K
Baron Wealth Management LLC 0.14% No change 2,638 $264K
Peachtree Investment Partners, LLC 0.10% Add +0.8% 2,631 $264K
Kraematon Investment Advisors, Inc. 0.27% Reduce -2.4% 2,630 $264K
FSB Premier Wealth Management, Inc. 0.12% Reduce -6.7% 2,626 $263K
Cozad Asset Management Inc. 0.03% Reduce -20.9% 2,617 $262K
Griffin Asset Management, Inc. 0.03% Add +0.5% 2,612 $262K
Partnership Wealth Management, LLC 0.19% No change 2,612 $262K
First Nebraska Trust Co 0.03% No change 2,593 $260K
Union Savings Bank 0.14% Add +8.4% 2,589 $259K
Rothschild Wealth LLC 0.08% New 2,587 $259K
LCM Capital Management Inc 0.16% Add +14.7% 2,584 $259K
Rossmore Private Capital 0.03% No change 2,584 $259K
Richardson Financial Services Inc. 0.19% Reduce -15.4% 2,568 $257K
Capital Analysts, LLC 0.01% Add +17.3% 2,567 $257K
VeraBank, N.A. 0.08% No change 2,563 $257K
Virtue Capital Management, LLC 0.04% Reduce -3.7% 2,382 $257K
Vest Financial, LLC 0.01% Reduce -2.5% 2,561 $257K
Absher Wealth Management, LLC 0.04% Reduce -2.1% 2,560 $257K
M&R Capital Management Inc. 0.06% No change 2,557 $256K
Mason & Associates, LLC 0.08% New 2,556 $256K
HTLF Bank 0.03% Reduce -6.3% 2,555 $256K
Calamos Wealth Management LLC 0.01% Add +21.5% 2,553 $256K
Sittner & Nelson, LLC 0.13% No change 2,551 $256K
Beirne Wealth Consulting Services, LLC 0.10% Add +0.3% 2,530 $254K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,526 $253K
Hudson Value Partners, LLC 0.11% No change 2,525 $253K
Allegheny Financial Group 0.07% Add +3.5% 2,514 $252K
Rosenberg Matthew Hamilton 0.07% Reduce -10.4% 2,530 $251K
Ossiam 0.00% Reduce -20.1% 2,507 $251K
Washington Trust Advisors, Inc. 0.02% Reduce -35.3% 2,505 $251K
Schulz Wealth, LTD. 0.21% No change 2,505 $251K
Advus Financial Partners, LLC 0.08% Reduce -1.8% 2,503 $251K
Obsidian Personal Planning Solutions LLC 0.15% Add +0.5% 2,500 $251K
Shayne & Jacobs, LLC 0.07% No change 2,500 $251K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -40.2% 2,487 $249K
Mainstay Capital Management LLC 0.04% Add +0.4% 2,486 $249K
Capital Advisors Wealth Management, LLC 0.05% Reduce -12.5% 2,486 $249K
Syntegra Private Wealth Group, LLC 0.03% New 2,485 $249K
Grandfield & Dodd, LLC 0.02% No change 2,485 $249K
Bay Rivers Group 0.13% Add +2.9% 2,474 $248K
Peoples Bank 0.19% Reduce -0.1% 2,474 $248K
Cromwell Holdings LLC 0.15% — 2,469 $247K
Red Wave Investments LLC 0.09% No change 2,464 $247K
Ellis Investment Partners, LLC 0.05% New 2,457 $246K
Clayton Financial Group LLC 0.11% Add +17.3% 2,546 $246K
Wealth Quarterback LLC 0.14% Reduce -1.6% 2,452 $246K
Bath Savings Trust Co 0.03% Add +2.2% 2,444 $245K
CPC Advisors, LLC 0.04% Reduce -17.4% 2,443 $245K
D'Orazio & Associates, Inc. 0.04% Add +15.2% 2,427 $243K
Gradient Investments LLC 0.01% Add +34.9% 2,426 $243K
Lockerman Financial Group, Inc. 0.44% Reduce -0.1% 2,423 $243K
Allegiance Financial Group Advisory Services LLC 0.09% Reduce -0.6% 2,422 $243K
Pure Financial Advisors, LLC 0.01% Reduce -6.9% 2,418 $242K
Custom Portfolio Group LLC 0.19% Reduce -4.6% 2,456 $242K
Royal Capital Wealth Management, LLC 0.18% No change 2,416 $242K
Hilltop National Bank 0.08% Reduce -3.1% 2,408 $241K
Penn Mutual Asset Management 0.79% No change 2,400 $241K
Apriem Advisors 0.03% No change 2,400 $241K
Callan Capital, LLC 0.02% Add +7.5% 2,400 $241K
Lazari Capital Management, Inc. 0.11% Add +3.1% 2,388 $239K
Berkshire Asset Management LLC 0.01% New 2,387 $239K
Howard Wealth Management, LLC 0.19% Add +6.8% 2,386 $239K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -10.5% 2,381 $239K
S. R. Schill & Associates 0.10% No change 2,375 $238K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -7.7% 2,369 $237K
Allstate Corp. 0.02% No change 2,369 $237K
Adell Harriman & Carpenter Inc. 0.02% Reduce -20.3% 2,356 $236K
Gleason Group, Inc. 0.05% Add +1.0% 2,353 $236K
Chelsea Counsel Co. 0.12% Add +20.5% 2,351 $236K
Renasant Bank 0.16% Reduce -37.9% 2,350 $236K
Ironsides Asset Advisors, LLC 0.08% Reduce -14.6% 2,344 $235K
Larson Financial Group LLC 0.02% Add +14.0% 2,344 $235K
Joule Financial, LLC 0.10% Reduce -1.9% 2,344 $235K
Lokken Investment Group LLC 0.11% Add +0.5% 2,343 $235K
Truvestments Capital LLC 0.09% Reduce -2.5% 2,339 $234K
Thrive Capital Management, LLC 0.11% Reduce -12.1% 2,327 $233K
Clear Creek Financial Management, LLC 0.03% Add +1.8% 2,323 $233K
SYSTM Wealth Solutions LLC 0.05% Reduce -78.9% 2,317 $232K
Pettinga Financial Advisors LLC 0.06% New 2,317 $232K
1834 Investment Advisors Co. 0.03% Reduce -0.9% 2,317 $232K
Vantage Financial Partners Ltd., Inc. 0.06% No change 2,311 $232K
Corton Capital Inc. 0.12% Add +2.9% 2,309 $231K
Bridge Creek Capital Management LLC 0.07% No change 2,307 $231K
Pinion Investment Advisors, LLC 0.11% Reduce -20.0% 2,305 $231K
Liberty Wealth Management LLC 0.04% Add +251.2% 7,860 $231K
Vantage Financial Partners, LLC 0.06% Reduce -10.2% 2,302 $231K
Alpine Global Management, LLC 0.04% New 2,300 $231K
Hoylecohen, LLC 0.02% Reduce -27.6% 2,296 $230K
Arkfeld Wealth Strategies, L.L.C. 0.12% Add +0.8% 2,279 $229K
1900 Wealth Management LLC 0.02% No change 2,275 $228K
Mainsail Asset Management, LLC 0.18% No change 2,270 $228K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -48.6% 2,265 $227K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 2,264 $227K
Optas, LLC 0.06% Reduce -48.7% 2,263 $227K
Proficio Capital Partners LLC 0.02% Reduce -4.2% 2,258 $226K
Tradition Wealth Management, LLC 0.02% Add +1.1% 2,257 $226K
Nicolet Bankshares Inc. 0.05% Reduce -13.0% 2,257 $226K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +0.8% 2,255 $226K
Callan Family Office, LLC 0.04% New 2,249 $225K
Matrix Private Capital Group LLC 0.14% Add +0.7% 2,248 $225K
TrueWealth Advisors, LLC 0.08% Reduce -7.6% 2,244 $225K
M. Kraus & Co 0.07% Add +2.3% 2,229 $223K
United Asset Strategies, Inc. 0.02% Reduce -5.1% 2,228 $223K
Pinnacle Bancorp, Inc. 0.07% Reduce -23.8% 2,223 $223K
Meridian Financial Advisors, LLC 0.16% No change 2,206 $221K
Tilia Fiduciary Partners, Inc. 0.17% Add +0.2% 2,201 $221K
Providence First Trust Co 0.10% No change 2,200 $221K
Geller Advisors LLC 0.02% No change 2,193 $220K
Greenline Partners, LLC 0.03% Reduce -33.3% 2,207 $219K
Roble, Belko & Company, Inc 0.04% No change 2,182 $219K
Foster Group, Inc. 0.01% Add +1.5% 2,183 $219K
Sivia Capital Partners, LLC 0.15% New 2,181 $219K
Patron Partners, LLC 0.13% New 2,181 $219K
Householder Group Estate & Retirement Specialist, LLC 0.06% Add +0.4% 2,176 $218K
Cypress Asset Management Inc. 0.06% Reduce -31.5% 2,175 $218K
Institutional & Family Asset Management, LLC 0.03% No change 2,169 $217K
Weatherly Asset Management L. P. 0.02% Reduce -12.1% 2,165 $217K
Western Pacific Wealth Management, LP 0.16% Reduce -7.0% 2,163 $217K
Fortitude Advisory Group L.L.C. 0.13% Reduce -10.1% 2,162 $217K
New Century Financial Group, LLC 0.09% New 2,155 $216K
Primoris Wealth Advisors, LLC 0.17% New 2,148 $215K
Indiana Trust & Investment Management Co 0.08% Add +4.9% 2,147 $215K
Invst, LLC 0.02% New 2,164 $215K
Bremer Bank National Association 0.04% Reduce -12.2% 2,144 $215K
Detalus Advisors, LLC 0.07% Reduce -3.9% 2,140 $214K
L. Roy Papp & Associates, LLP 0.03% No change 2,135 $214K
Essex Investment Management Co. LLC 0.04% Reduce -7.1% 2,128 $213K
Opal Wealth Advisors, LLC 0.07% New 2,123 $213K
Peak Planning Group, LLC 0.10% New 2,116 $212K
AlTi Global, Inc. 0.01% New 2,112 $212K
NBW Capital LLC 0.04% Reduce -13.7% 2,107 $211K
Horan Capital Advisors, LLC. 0.07% No change 2,104 $211K
Arax Advisory Partners 0.02% Add +4.8% 2,095 $210K
Analyst IMS Investment Management Services Ltd. 0.01% New 2,087 $209K
Capasso Planning Partners LLC 0.07% New 2,084 $209K
Strategic Investment Solutions, Inc. 0.07% — 1,927 $208K
Redhawk Wealth Advisors, Inc. 0.03% New 2,077 $208K
Stone Run Capital, LLC 0.08% No change 2,071 $208K
Dark Forest Capital Management LP 0.04% New 2,063 $207K
Charles Schwab Trust Co 0.02% Reduce -7.7% 2,060 $206K
Shilanski & Associates, Inc. 0.07% New 2,050 $206K
West Paces Advisors Inc. 0.05% Reduce -20.7% 2,049 $205K
Liberty Capital Management, Inc. 0.05% New 2,040 $204K
Wealth Effects LLC 0.07% New 2,032 $204K
West Branch Capital LLC 0.08% No change 2,031 $204K
Auxano Advisors, LLC 0.06% New 2,026 $203K
CYBER HORNET ETFs LLC 0.22% New 2,016 $202K
Coastline Trust Co 0.02% New 2,005 $201K
Alternative Investment Advisors, LLC. 0.11% New 2,002 $201K
Westover Capital Advisors, LLC 0.05% New 2,000 $200K
First Financial Bankshares Inc 0.00% Reduce -6.8% 1,996 $200K
NFSG Corp 0.07% Reduce -51.8% 1,996 $200K
Ostrum Asset Management 0.02% Reduce -7.3% 1,957 $196K
City State Bank 0.08% No change 1,951 $196K
Triad Wealth Partners, LLC 0.10% New 1,916 $192K
MV Capital Management, Inc. 0.02% Add +0.9% 1,915 $192K
MeadowBrook Investment Advisors LLC 0.18% Reduce -13.6% 1,907 $191K
Hazlett, Burt & Watson, Inc. 0.10% Add +0.2% 1,896 $191K
Alta Advisers Ltd 0.09% No change 1,900 $190K
Silvant Capital Management LLC 0.01% No change 1,886 $189K
First Foundation Advisors 0.01% Add +62.7% 1,884 $189K
Sugarloaf Wealth Management, LLC 0.03% Reduce -22.9% 1,878 $188K
Beaird Harris Wealth Management, LLC 0.02% No change 1,873 $188K
Stephens Consulting, LLC 0.05% Add +4.5% 1,867 $187K
Lazard Asset Management LLC 0.00% New 1,859 $186K
Castleview Partners, LLC 0.11% Add +5.2% 1,854 $186K
AlphaMark Advisors, LLC 0.06% Add +3.0% 1,827 $183K
Tradewinds Capital Management, LLC 0.05% No change 1,809 $181K
Valley National Advisers Inc. 0.03% Reduce -5.9% 1,809 $181K
USA Financial Formulas 0.03% Add +992.6% 1,781 $179K
Janiczek Wealth Management, LLC 0.04% Add +0.2% 1,753 $176K
Harbor Investment Advisory, LLC 0.02% Reduce -5.3% 1,739 $174K
Old Second National Bank of Aurora 0.04% No change 1,738 $174K
Leonteq Securities AG 0.02% Add +11.4% 1,735 $174K
Redwood Wealth Management Group, LLC 0.13% New 1,720 $172K
RFP Financial Group LLC 0.06% Add +9.7% 1,713 $172K
Elevation Wealth Partners, LLC 0.08% Reduce -2.3% 1,709 $171K
Sound Income Strategies, LLC 0.01% Add +6.5% 1,706 $171K
First United Bank & Trust 0.06% Reduce -2.9% 1,668 $167K
Allianz SE 0.00% No change 1,666 $167K
ICA Group Wealth Management, LLC 0.10% Reduce -60.2% 1,661 $166K
Glass Jacobson Investment Advisors llc 0.06% Reduce -13.8% 1,661 $166K
Barrett & Company, Inc. 0.07% Reduce -2.6% 1,650 $165K
Kepos Capital LP 0.06% Reduce -10.8% 1,594 $160K
Deseret Mutual Benefit Administrators 0.07% Add +4.7% 1,576 $158K
WR Wealth Planners, LLC 0.05% Reduce -11.5% 1,555 $156K
Dakota Community Bank & Trust NA 0.84% Add +0.7% 1,554 $156K
Icon Wealth Advisors, LLC 0.01% Add +16.4% 1,419 $155K
Country Trust Bank 0.00% No change 1,480 $148K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 1,452 $146K
Financial Network Wealth Advisors LLC 0.11% New 1,427 $143K
Tyler-Stone Wealth Management 0.06% Add +0.2% 1,413 $142K
Center for Financial Planning, Inc. 0.02% No change 1,408 $141K
Wetzel Investment Advisors, Inc. 0.08% Reduce -8.4% 1,448 $140K
TCTC Holdings, LLC 0.00% No change 1,373 $138K
Arrow Financial Corp 0.01% Reduce -10.8% 1,363 $137K
Knuff & Co LLC 0.04% No change 1,358 $136K
Vestor Capital, LLC 0.01% No change 1,353 $136K
Atwood & Palmer Inc. 0.01% No change 1,348 $135K
LGT Financial Advisors LLC 0.28% Add +1.0% 1,340 $134K
Cultivar Capital, Inc. 0.11% New 1,333 $134K
Kimelman & Baird, LLC 0.01% — 1,332 $134K
Howard Capital Management Group, LLC 0.01% New 1,329 $133K
Investors Research Corp 0.03% No change 1,310 $131K
New England Capital Financial Advisors LLC 0.07% Add +0.1% 1,310 $131K
Coston, McIsaac & Partners 0.04% Add +2.2% 1,263 $126K
GPS Wealth Strategies Group, LLC 0.02% Add +31.5% 1,253 $126K
Hollencrest Capital Management 0.01% No change 1,250 $125K
Community Bank, N.A. 0.02% No change 1,250 $125K
Main Street Group, LTD 0.06% Reduce -10.2% 1,257 $125K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $124K
Ruedi Wealth Management, Inc. 0.05% Add +0.7% 1,215 $122K
S.A. Mason LLC 0.07% No change 1,203 $121K
Redmont Wealth Advisors LLC 0.19% No change 1,170 $117K
Key Financial Inc 0.03% No change 1,165 $117K
Nemes Rush Group LLC 0.02% Reduce -6.3% 1,158 $116K
Raffa Wealth Management, LLC 0.03% No change 1,135 $114K
Scarborough Advisors, LLC 0.05% Add +0.3% 1,131 $113K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,130 $113K
Plante Moran Financial Advisors, LLC 0.01% Add +12.4% 1,115 $112K
WFA of San Diego, LLC 0.10% — 1,099 $110K
Centerpoint Advisors, LLC 0.04% No change 1,098 $110K
Picton Mahoney Asset Management 0.00% New 1,099 $110K
New Millennium Group LLC 0.07% Reduce -65.7% 1,088 $109K
Bangor Savings Bank 0.01% Reduce -1.8% 1,083 $109K
AllSquare Wealth Management LLC 0.07% No change 1,082 $108K
Towne Trust Company, N.A 0.04% Reduce -1.9% 1,082 $108K
Webster Bank, N. A. 0.01% No change 1,059 $106K
Unique Wealth Strategies, LLC 0.05% New 1,097 $106K
Addison Advisors LLC 0.03% No change 1,033 $104K
Advantage Trust Co 0.07% No change 1,029 $103K
Piscataqua Savings Bank 0.09% No change 1,029 $103K
Byrne Asset Management LLC 0.09% No change 1,018 $102K
Mechanics Financial Corp 0.05% No change 1,000 $100K
Blue Chip Partners, LLC 0.01% New 1,000 $100K
ORG Partners LLC 0.01% Add +334.1% 994 $99K
Princeton Global Asset Management LLC 0.02% Add +73.6% 972 $97K
Missouri Trust & Investment Co 0.04% No change 971 $97K
Kozak & Associates, Inc. 0.02% Add +1.0% 903 $90K
Painted Porch Advisors LLC 0.05% New 865 $87K
Central Pacific Bank - Trust Division 0.01% No change 833 $83K
Transamerica Financial Advisors, LLC 0.01% No change 821 $83K
Capital Advisors, Ltd. LLC 0.01% Reduce -5.4% 822 $82K
TruNorth Capital Management, LLC 0.03% New 816 $82K
Louisbourg Investments Inc. 0.02% No change 800 $80K
Chris Bulman Inc 0.05% — 795 $80K
Cherry Tree Wealth Management, LLC 0.02% Reduce -27.3% 764 $77K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $76K
Laffer Tengler Investments, Inc. 0.02% No change 756 $76K
Gen-Wealth Partners Inc 0.04% Reduce -59.2% 750 $75K
Cassady Schiller Wealth Management, LLC 0.03% Reduce -7.0% 738 $74K
Luken Investment Analytics, LLC 0.04% No change 721 $72K
Atticus Wealth Management, LLC 0.02% Reduce -27.4% 721 $72K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +7.5% 717 $72K
C M Bidwell & Associates Ltd. 0.05% No change 708 $71K
Boyd Watterson Asset Management LLC 0.02% No change 697 $70K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 695 $70K
Fairscale Capital, LLC 0.06% — 640 $68K
Westside Investment Management, Inc. 0.02% No change 671 $67K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $67K
Wellington Shields Capital Management, LLC 0.01% No change 649 $65K
Perkins Coie Trust Co 0.02% No change 649 $65K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $64K
LRI Investments, LLC 0.01% No change 635 $64K
Macroview Investment Management LLC 0.07% Add +0.3% 631 $63K
Mizuho Bank, Ltd. 0.01% New 630 $63K
Investment Research & Advisory Group, Inc. 0.03% Add +1.0% 614 $62K
PFS Partners, LLC 0.04% Reduce -17.3% 613 $61K
Canopy Partners, LLC 0.03% No change 610 $61K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -19.5% 598 $60K
RE Dickinson Investment Advisors, LLC 0.04% No change 587 $59K
GHP Investment Advisors, Inc. 0.00% Add +1.7% 584 $59K
Emfo, LLC 0.05% No change 584 $59K
Davis Capital Management 0.05% No change 585 $58K
Oliver Lagore Vanvalin Investment Group 0.02% No change 579 $58K
Bellevue Asset Management, LLC 0.03% No change 574 $58K
Bruce G. Allen Investments, LLC 0.05% Reduce -8.1% 571 $57K
Fortis Group Advisors, LLC 0.01% No change 570 $57K
Kelly Financial Services LLC 0.02% Add +13.6% 570 $57K
GoalVest Advisory LLC 0.02% Reduce -36.5% 566 $57K
BOK Financial Private Wealth, Inc. 0.00% Add +824.6% 564 $57K
Trivant Custom Portfolio Group, LLC 0.03% No change 550 $55K
Virtus Investment Advisers, LLC 0.05% Reduce -34.2% 535 $54K
Global Trust Asset Management, LLC 0.02% Add +0.2% 535 $54K
Ridgewood Investments LLC 0.03% New 525 $53K
Delta Asset Management LLC 0.00% No change 518 $52K
Stuart Chaussee & Associates, Inc. 0.01% No change 514 $52K
EdgeRock Capital LLC 0.04% New 508 $51K
Lummis Asset Management, LP 0.07% No change 500 $50K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $50K
Torno Capital, LLC 0.01% Reduce -93.3% 500 $50K
Beach Investment Counsel Inc. 0.01% New 500 $50K
Versant Capital Management, Inc 0.01% Add +30.4% 480 $48K
Tidemark, LLC 0.02% Add +218.2% 471 $47K
Canton Hathaway, LLC 0.01% No change 471 $47K
1620 Investment Advisors, Inc. 0.04% New 466 $47K
PFG Private Wealth Management, LLC 0.03% Add +5.9% 466 $47K
Pin Oak Investment Advisors Inc. 0.04% Add +623.8% 456 $46K
Rational Advisors, Inc. 0.00% Reduce -5.3% 447 $45K
Gilliland Jeter Wealth Management LLC 0.01% No change 433 $43K
Horrell Capital Management, Inc. 0.01% No change 429 $43K
Rise Advisors, LLC 0.02% Add +0.9% 427 $43K
Motco 0.00% Add +8.5% 420 $42K
FSC Wealth Advisors, LLC 0.03% Add +27.0% 409 $41K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +12.1% 408 $41K
Northwest Bank & Trust Co 0.03% Reduce -30.9% 406 $41K
Cubist Systematic Strategies, LLC 0.00% Reduce -99.5% 400 $40K
GW&K Investment Management, LLC 0.00% Add +26.6% 376 $38K
Pineridge Advisors LLC 0.01% Reduce -11.7% 371 $37K
Acima Private Wealth, LLC 0.01% No change 368 $37K
Sachetta, LLC 0.02% Add +41.9% 325 $36K
TFC Financial Management, Inc. 0.01% No change 353 $35K
Pacifica Partners Inc. 0.02% Add +13.5% 354 $35K
Ameliora Wealth Management Ltd. 0.02% Reduce -56.8% 350 $35K
First Community Trust NA 0.03% No change 348 $35K
Abound Wealth Management 0.01% Add +2.4% 346 $35K
WFA Asset Management Corp 0.02% Add +0.6% 345 $35K
Lipe & Dalton 0.02% No change 343 $34K
McIlrath & Eck, LLC 0.01% Reduce -13.8% 338 $34K
Tortoise Investment Management, LLC 0.00% No change 334 $33K
Arlington Trust Co LLC 0.01% Reduce -93.8% 332 $33K
Global Wealth Strategies & Associates 0.01% No change 317 $32K
Walleye Trading LLC 0.00% Reduce -92.5% 310 $31K
Covestor Ltd 0.02% Reduce -0.9% 313 $31K
Olistico Wealth, LLC 0.02% New 300 $30K
Viking Fund Management LLC 0.01% Add +100.0% 300 $30K
Lowe Wealth Advisors, LLC 0.01% No change 299 $30K
Bell Investment Advisors, Inc 0.01% Add +1.7% 296 $30K
Fortitude Family Office, LLC 0.02% Add +69.6% 290 $29K
Compass Wealth Management LLC 0.01% No change 290 $29K
CKW Financial Group 0.00% No change 288 $29K
Strategic Financial Concepts, LLC 0.02% New 102,462 $28K
JNBA Financial Advisors 0.00% No change 276 $28K
Private Wealth Management Group, LLC 0.01% No change 271 $27K
Toth Financial Advisory Corp. 0.00% Reduce -77.8% 262 $26K
SIMA Wealth Partners, LLC 0.02% — 258 $26K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 240 $26K
Core Alternative Capital 0.01% No change 250 $25K
Operose Advisors LLC 0.01% No change 248 $25K
Creekmur Asset Management LLC 0.01% Add +6.0% 246 $25K
Richard W. Paul & Associates, LLC 0.01% Add +0.4% 243 $24K
Prestige Wealth Management Group LLC 0.01% Reduce -47.7% 235 $24K
First Pacific Financial 0.01% Reduce -13.0% 234 $23K
St. Johns Investment Management Company, LLC 0.01% No change 226 $23K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 222 $22K
Frazier Financial Advisors, LLC 0.02% No change 219 $22K
True Wealth Design, LLC 0.01% Add +67.2% 219 $22K
Perritt Capital Management Inc 0.01% Add +1.0% 205 $21K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 203 $20K
Founders Capital Management 0.01% New 202 $20K
PARK CIRCLE Co 0.02% New 200 $20K
Catalyst Funds Management Pty Ltd 0.01% New 200 $20K
Altshuler Shaham Ltd 0.00% Reduce -22.6% 199 $20K
Carolina Wealth Advisors, LLC 0.01% No change 197 $20K
Financial Freedom, LLC 0.01% No change 192 $19K
DT Investment Partners, LLC 0.00% No change 190 $19K
Financial Connections Group, Inc. 0.01% Reduce -0.5% 187 $18K
SRH Advisors, LLC 0.01% No change 175 $18K
Briaud Financial Planning Inc 0.01% No change 175 $17K
Cedar Wealth Management, LLC 0.01% Reduce -49.7% 169 $17K
Financial Perspectives, Inc 0.01% No change 168 $17K
Millburn Ridgefield LLC 0.00% Reduce -18.9% 167 $17K
Catalyst Capital Advisors LLC 0.00% Reduce -18.9% 167 $17K
Signature Resources Capital Management, LLC 0.01% No change 166 $17K
SJS Investment Consulting Inc. 0.00% No change 165 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $17K
Riverview Trust Co 0.02% Reduce -47.8% 164 $16K
American Capital Advisory, LLC 0.01% Reduce -4.0% 166 $16K
Avion Wealth 0.00% Reduce -34.4% 162 $16K
Orion Capital Management LLC 0.01% No change 159 $16K
Family Firm, Inc. 0.00% New 159 $16K
MidAtlantic Capital Management, Inc. 0.01% No change 155 $16K
Lynx Investment Advisory 0.01% — 153 $15K
FWL Investment Management, LLC 0.01% Add +25.0% 150 $15K
Ramirez Asset Management, Inc. 0.00% No change 144 $14K
Transcendent Capital Group LLC 0.01% Add +8.5% 141 $14K
SWAN Capital LLC 0.01% New 134 $13K
Legend Financial Advisors, Inc. 0.01% No change 133 $13K
ESL Trust Services, LLC 0.00% No change 131 $13K
JFS Wealth Advisors, LLC 0.00% Add +5.9% 126 $13K
Halpern Financial, Inc. 0.00% No change 123 $12K
Private Ocean, LLC 0.00% Reduce -41.7% 123 $12K
Chilton Capital Management LLC 0.00% Reduce -49.8% 121 $12K
Cyrus J. Lawrence, LLC 0.00% No change 121 $12K
Red Tortoise LLC 0.01% No change 109 $11K
West Financial Advisors, LLC 0.00% No change 108 $11K
Cornerstone Planning Group LLC 0.00% Add +8.1% 94 $10K
General Partner, Inc. 0.01% No change 101 $10K
Accordant Advisory Group Inc 0.01% New 100 $10K
Miller Wealth Advisors, LLC 0.01% New 100 $10K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.4% 100 $10K
HWG Holdings LP 0.00% — 98 $10K
Baldwin Wealth Partners LLC 0.00% Reduce -45.3% 93 $9K
Great Lakes Retirement, Inc. 0.00% New 88 $9K
Fairway Wealth LLC 0.01% New 87 $9K
POM Investment Strategies, LLC 0.01% No change 84 $8K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $8K
Tsfg, LLC 0.00% Reduce -42.6% 78 $8K
Dagco, Inc. 0.00% No change 78 $8K
Quarry LP 0.00% New 77 $8K
Chesapeake Asset Management LLC 0.01% No change 75 $8K
Mascoma Wealth Management LLC 0.00% Reduce -71.4% 75 $8K
Dunhill Financial, LLC 0.00% Add +25.4% 74 $7K
Winch Advisory Services, LLC 0.00% No change 72 $7K
CGC Financial Services, LLC 0.00% No change 66 $7K
Aspect Partners, LLC 0.00% No change 63 $6K
Caitlin John, LLC 0.00% No change 62 $6K
Dixon Mitchell Investment Counsel Inc. 0.00% New 60 $6K
Voisard Asset Management Group, Inc. 0.00% New 59 $6K
Planning Capital Management Corp 0.00% No change 52 $5K
Valley Wealth Managers, Inc. 0.00% New 50 $5K
Tributary Capital Management, LLC 0.00% No change 50 $5K
Horizon Bancorp Inc. 0.00% Reduce -50.0% 38 $4K
WealthCollab, LLC 0.00% No change 29 $3K
Eukles Asset Management 0.00% No change 28 $3K
Pingora Partners LLC 0.00% No change 25 $3K
Guardian Wealth Management, Inc. 0.00% No change 21 $2K
Stone House Investment Management, LLC 0.00% Reduce -82.1% 20 $2K
Robinswood Financial LLC 0.00% New 20 $2K
Benjamin Edwards Inc. 0.00% No change 24 $2K
Eagle Bay Advisors LLC 0.00% No change 17 $2K
Trifecta Capital Advisors, LLC 0.00% No change 13 $1K
Anfield Capital Management, LLC 0.00% New 12 $1K
Rakuten Securities, Inc. 0.00% New 10 $1K
Strengthening Families & Communities, LLC 0.00% New 10 $1K
Valued Wealth Advisors LLC 0.00% No change 9 $903
HighMark Wealth Management LLC 0.00% New 5 $501
Highline Wealth Partners LLC 0.00% New 5 $501
Y.D. More Investments Ltd 0.00% New 1,209 $322

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