Duke EnergyDUK

13F holders, Q4 2024 (December 31)
2,191holders +129
105new positions
117sold out
10famous investors
$107.74avg. 13F price*

At the end of Q4 2024, 2,191 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 129 from Q3 2024. 105 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($7.9B), BlackRock, Inc. ($6.7B) and State Street Corp. ($4.3B). 10 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$467.6M
Exits117$128.4M

All 13F filers, Q3 2024 → Q4 2024: 31,904,428 shares bought and 37,261,769 shares sold, net −5,357,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,191 holders

Vanguard Group Inc. 0.14% Add +1.1% 72,885,939 $7.9B
BlackRock, Inc. 0.14% Add +3.5% 62,561,162 $6.7B
State Street Corp. 0.17% Reduce -0.4% 39,709,764 $4.3B
Massachusetts Financial Services Co. 0.62% Add +0.7% 18,097,796 $1.9B
Geode Capital Management, LLC 0.15% Add +2.2% 17,873,788 $1.9B
Wellington Management Group LLP 0.32% Reduce -9.7% 16,098,656 $1.7B
FMR LLC 0.07% Add +55.7% 11,507,634 $1.2B
Morgan Stanley 0.08% Reduce -0.1% 11,187,571 $1.2B
Charles Schwab Investment Management Inc. 0.17% Add +1.6% 8,562,545 $922.5M
Royal Bank of Canada 0.20% Add +4.4% 8,503,503 $916.2M
Northern Trust Corp. 0.12% Add +6.7% 8,001,073 $862.0M
Franklin Resources Inc. 0.24% Reduce -1.8% 7,989,545 $860.8M
Bank of America Corp. 0.07% Reduce -13.9% 7,493,462 $807.3M
Legal & General Group Plc 0.17% Reduce -0.5% 5,940,499 $640.0M
Capital Research Global Investors 0.12% Reduce -45.1% 5,610,461 $604.5M
Bank of New York Mellon Corp 0.10% Add +2.0% 5,150,232 $554.9M
Invesco Ltd. 0.10% Add +9.5% 4,969,567 $535.4M
Nuveen Asset Management, LLC 0.15% Add +14.8% 4,838,705 $521.3M
American Century Companies Inc. 0.23% Reduce -11.7% 3,688,965 $397.4M
Wells Fargo & Company 0.09% Reduce -5.0% 3,599,379 $387.8M
State Farm Mutual Automobile Insurance Co. 0.35% No change 3,569,308 $384.6M
California Public Employees Retirement System 0.25% Reduce -1.1% 3,529,534 $380.3M
Federated Hermes, Inc. 0.76% Add +2.9% 3,205,479 $345.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +2.8% 3,193,901 $344.1M
Macquarie Group Ltd. 0.39% Reduce -9.3% 3,027,733 $323.0M
JPMorgan Chase & Co. 0.03% Reduce -9.2% 2,988,701 $322.0M
Neuberger Berman Group LLC 0.25% Reduce -9.2% 2,973,890 $320.4M
Goldman Sachs Group Inc. 0.06% Reduce -14.7% 2,817,659 $303.6M
Raymond James Financial Inc. 0.10% — 2,560,361 $275.9M
Cohen & Steers, Inc. 0.52% Reduce -16.9% 2,534,730 $273.1M
Amundi 0.09% Add +29.1% 2,488,849 $269.4M
UBS Group AG 0.06% Reduce -29.2% 2,475,590 $266.7M
Mitsubishi UFJ Trust & Banking Corp 0.62% Reduce -14.0% 2,453,579 $264.3M
Envestnet Asset Management Inc. 0.08% Add +11.6% 2,400,371 $258.6M
Mackenzie Financial Corp. 0.34% Reduce -9.4% 2,306,297 $248.5M
Swiss National Bank 0.16% Reduce -4.8% 2,181,441 $235.0M
Cullen Capital Management, LLC 2.69% Reduce -2.3% 2,141,529 $230.7M
Capital Wealth Planning, LLC 2.06% Add +116.5% 2,065,344 $222.5M
Zimmer Partners, LP 3.79% Add +40.6% 2,027,600 $218.5M
Dimensional Fund Advisors LP 0.05% Add +2.7% 1,891,730 $203.8M
Assenagon Asset Management S.A. 0.36% Add +155.1% 1,873,321 $201.8M
National Pension Service 0.19% Add +4.8% 1,866,763 $201.1M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.7% 1,858,572 $200.2M
Canada Pension Plan Investment Board 0.18% Add +34.1% 1,712,955 $184.6M
First Trust Advisors LP 0.16% Add +11.6% 1,666,892 $179.6M
LPL Financial LLC 0.07% Add +5.2% 1,654,003 $178.2M
Millennium Management 0.16% Add +2418.2% 1,620,506 $174.6M
HSBC Holdings PLC 0.11% Add +27.5% 1,595,834 $171.8M
ExodusPoint Capital Management, LP 1.70% New 1,520,504 $163.8M
Bank of Montreal 0.08% Add +1.1% 1,520,362 $163.8M
Ensign Peak Advisors, Inc 0.29% Reduce -23.2% 1,514,224 $163.1M
Deutsche Bank AG 0.06% Add +15.3% 1,506,729 $162.3M
BNP Paribas Financial Markets 0.12% Add +51.6% 1,479,017 $159.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.98% Reduce -0.4% 1,462,469 $157.6M
Caisse de depot et placement du Quebec 0.31% Reduce -40.7% 1,400,597 $150.9M
T. Rowe Price Associates Inc. 0.02% Reduce -13.2% 1,389,992 $149.8M
Rhumbline Advisers 0.13% Add +0.1% 1,356,368 $146.1M
Bessemer Group Inc. 0.23% Reduce -2.5% 1,298,869 $139.9M
Thrivent Financial for Lutherans 0.27% Add +17.2% 1,285,072 $138.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +8.3% 1,229,327 $132.5M
Barclays PLC 0.06% Reduce -40.2% 1,203,349 $129.6M
Empower Advisory Group, LLC 0.42% Add +3.0% 1,158,815 $124.9M
Great Lakes Advisors, LLC 1.04% Add +2.0% 1,130,085 $121.8M
Point72 Asset Management 0.34% Add +244.4% 1,110,929 $119.7M
Mariner, LLC 0.19% Add +2.7% 1,036,812 $111.7M
Balyasny Asset Management L.P. 0.26% Add +27515.8% 999,692 $107.7M
Nordea Investment Management AB 0.11% Reduce -0.3% 996,285 $107.2M
Citadel Advisors 0.10% Reduce -40.9% 970,548 $104.6M
Ameriprise Financial Inc. 0.03% Reduce -13.3% 957,458 $103.2M
Principal Financial Group Inc. 0.06% Reduce -0.5% 955,579 $103.0M
Two Sigma Investments, LP 0.24% Add +411.9% 933,566 $100.6M
California State Teachers Retirement System 0.12% Reduce -4.2% 919,628 $99.1M
Voya Investment Management LLC 0.12% Reduce -8.5% 917,919 $98.9M
Manufacturers Life Insurance Company, The 0.09% Reduce -0.8% 913,922 $98.5M
Schroder Investment Management Group 0.09% Add +27.7% 892,027 $96.1M
Duff & Phelps Investment Management Co. 1.15% Add +143.3% 888,309 $95.7M
Verition Fund Management LLC 0.48% Add +22.7% 865,216 $93.2M
Russell Investments Group, Ltd. 0.13% Reduce -14.0% 848,770 $91.4M
New York State Common Retirement Fund 0.12% Reduce -0.0% 837,163 $90.2M
Alliancebernstein L.P. 0.03% Reduce -0.5% 797,133 $85.9M
Cincinnati Insurance Co. 1.51% No change 794,816 $85.6M
Brookfield Corp 0.51% Reduce -21.6% 785,901 $84.7M
Renaissance Technologies 0.13% Add +148.4% 784,299 $84.5M
HighTower Advisors, LLC 0.11% Add +31.1% 762,437 $82.1M
Truist Financial Corp. 0.13% Add +1.1% 743,593 $80.1M
State Board of Administration of Florida Retirement System 0.15% Reduce -4.8% 726,838 $78.3M
Stifel Financial Corp. 0.08% Add +1.6% 716,521 $77.2M
Natixis Advisors, LLC 0.14% Add +3.5% 709,944 $76.5M
Focus Partners Wealth 0.20% Add +11.5% 706,196 $76.1M
AQR Capital Management 0.10% Reduce -17.1% 703,842 $75.8M
New York State Teachers Retirement System 0.15% Reduce -2.7% 647,264 $69.7M
Janney Montgomery Scott LLC 0.19% Reduce -1.2% 640,899 $69.1M
Korea Investment CORP 0.16% Reduce -16.7% 626,106 $67.5M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -1.2% 612,162 $66.0M
Mizuho Markets Americas LLC 1.24% New 600,000 $64.6M
Allspring Global Investments Holdings, LLC 0.10% Add +32.4% 597,573 $64.4M
Sei Investments Co. 0.08% Reduce -11.4% 588,539 $63.4M
Commonwealth Equity Services, LLC 0.09% Add +1.2% 585,298 $63.1M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -3.6% 573,876 $61.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +341.7% 568,873 $61.3M
Fort Washington Investment Advisors Inc. 0.36% Add +1.4% 565,624 $60.9M
Old Republic International Corp. 2.38% No change 560,731 $60.4M
Victory Capital Management Inc. 0.06% Reduce -56.1% 552,691 $59.5M
PNC Financial Services Group, Inc. 0.04% Add +0.6% 522,679 $56.3M
Baird Financial Group, Inc. 0.11% Reduce -2.2% 522,434 $56.3M
Citigroup Inc. 0.05% Reduce -19.4% 522,239 $56.3M
Squarepoint Ops LLC 0.14% Add +305.8% 516,988 $55.7M
Jones Financial Companies LLLP 0.05% Add +43.8% 511,521 $55.1M
Maple-Brown Abbott Ltd 6.29% Reduce -18.4% 478,740 $51.6M
Two Sigma Advisers, LP 0.12% New 477,400 $51.4M
Brandywine Global Investment Management, LLC 0.37% Reduce -7.2% 467,681 $50.4M
Epoch Investment Partners, Inc. 0.24% Reduce -3.0% 467,083 $50.3M
Zurich Insurance Group Ltd 0.40% Add +6.3% 455,211 $49.0M
Cetera Investment Advisers 0.10% Add +3.1% 444,270 $47.9M
Clark Capital Management Group, Inc. 0.33% Reduce -1.6% 435,059 $46.9M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -73.0% 430,664 $46.4M
Prudential Financial Inc. 0.06% Reduce -26.6% 429,117 $46.2M
State of Wisconsin Investment Board 0.12% Reduce -4.4% 426,971 $46.0M
Toronto Dominion Bank 0.09% Reduce -7.7% 424,838 $45.8M
Jennison Associates LLC 0.03% New 422,527 $45.5M
CANADA LIFE ASSURANCE Co 0.08% Reduce -4.7% 422,624 $45.5M
Vaughan David Investments LLC 1.05% Add +0.6% 410,829 $44.3M
Susquehanna International Group, LLP 0.07% Add +116.0% 410,586 $44.2M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -2.1% 407,246 $43.9M
National Bank of Canada 0.06% Reduce -16.5% 404,042 $43.5M
Captrust Financial Advisors 0.12% Add +0.3% 403,481 $43.5M
US Bancorp \de 0.06% Reduce -1.3% 393,252 $42.4M
Twinbeech Capital LP 0.71% Add +1109.6% 386,363 $41.6M
CIBC Private Wealth Group LLC 0.07% Add +66.3% 381,223 $41.3M
Advisors Capital Management, LLC 0.64% Add +1.5% 376,321 $40.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +24.7% 373,730 $40.3M
D. E. Shaw & Co. 0.05% Add +3.1% 372,616 $40.1M
Junto Capital Management LP 0.80% Reduce -22.4% 372,195 $40.1M
Asset Management One Co., Ltd. 0.14% Add +1.2% 367,621 $39.8M
Pictet Asset Management Holding SA 0.04% Reduce -1.3% 364,280 $39.2M
Aberdeen Group plc 0.07% Add +41.0% 363,139 $38.9M
Crawford Investment Counsel Inc. 0.70% Add +0.7% 359,157 $38.7M
Qube Research & Technologies Ltd 0.06% Reduce -64.7% 357,431 $38.5M
TD Asset Management Inc 0.03% Add +0.6% 356,902 $38.5M
M&T Bank Corp 0.13% Reduce -0.1% 354,812 $38.2M
Public Employees Retirement System of Ohio 0.13% Reduce -2.6% 339,696 $36.6M
Treasurer of the State of North Carolina 0.14% Add +0.6% 339,452 $36.6M
Energy Income Partners, LLC 0.74% Add +2.3% 336,035 $36.2M
Osaic Holdings, Inc. 0.08% Reduce -2.6% 337,274 $35.7M
Gabelli Funds LLC 0.27% Reduce -1.0% 328,800 $35.4M
Corient Private Wealth LP 0.06% Reduce -0.2% 319,733 $34.4M
Cinctive Capital Management LP 1.86% Add +178.3% 319,628 $34.4M
MML Investors Services, LLC 0.12% Add +24.9% 319,460 $34.4M
Heritage Wealth Advisors 1.69% Reduce -0.3% 316,728 $34.1M
Creative Planning 0.03% Add +1.9% 310,061 $33.4M
Mn Services Vermogensbeheer B.V. 0.22% Add +1.4% 303,600 $32.7M
Cerity Partners LLC 0.07% Add +7.8% 299,570 $32.5M
Resona Asset Management Co.,Ltd. 0.19% Reduce -4.1% 301,707 $32.5M
Fifth Third Bancorp 0.12% Add +3.2% 296,463 $31.9M
State of New Jersey Common Pension Fund D 0.13% Reduce -0.7% 288,532 $31.1M
Public Sector Pension Investment Board 0.13% Add +111.7% 285,418 $30.8M
Liberty One Investment Management, LLC 3.28% Add +0.5% 280,920 $30.3M
Stephens Inc. 0.42% Add +17.7% 276,979 $29.8M
Foundry Partners, LLC 1.49% Reduce -0.8% 274,252 $29.5M
Illinois Municipal Retirement Fund 0.41% Add +136.1% 271,815 $29.3M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.8% 270,725 $29.2M
State of Tennessee, Department of Treasury 0.11% Reduce -4.2% 270,487 $29.1M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Add +13.6% 269,354 $29.0M
Comerica Bank 0.12% Reduce -7.3% 265,849 $28.6M
Nomura Asset Management Co. Ltd. 0.08% Reduce -0.5% 260,547 $28.1M
Commerce Bank 0.17% Reduce -3.9% 258,719 $27.9M
Guggenheim Capital LLC 0.23% Reduce -9.1% 257,338 $27.7M
Royal London Asset Management Ltd. 0.07% Reduce -31.9% 253,966 $27.4M
Forsta Ap-Fonden 0.19% Reduce -1.4% 251,500 $27.1M
Magellan Asset Management Ltd 0.30% Reduce -17.4% 249,889 $26.9M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -57.3% 246,713 $26.6M
Marshall Wace, LLP 0.03% Reduce -71.4% 245,644 $26.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.89% Reduce -1.7% 244,156 $26.3M
Van Eck Associates Corp. 0.03% Add +8.0% 240,094 $25.9M
Payden & Rygel 2.23% No change 239,890 $25.8M
STRS Ohio 0.10% Reduce -2.5% 235,149 $25.3M
APG Asset Management N.V. 0.07% Reduce -6.8% 242,770 $25.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -4.5% 231,367 $24.9M
D.A. Davidson & Co. 0.20% Add +5.0% 229,516 $24.7M
Yaupon Capital Management LP 1.55% Add +143.5% 227,935 $24.6M
Sabal Trust CO 1.40% Reduce -1.3% 224,653 $24.2M
Deprince Race & Zollo Inc. 0.48% Add +0.1% 224,338 $24.2M
Thomasville National Bank 1.73% Add +3.0% 222,985 $24.0M
Arizona State Retirement System 0.15% Add +0.6% 222,639 $24.0M
IFM Investors Pty Ltd 0.24% Reduce -6.0% 217,460 $23.4M
CIBC Asset Management Inc 0.08% Add +1.3% 216,254 $23.3M
USS Investment Management Ltd 0.17% Reduce -5.1% 214,691 $23.1M
DAVENPORT & Co LLC 0.13% Add +1.0% 211,252 $22.8M
Pinebridge Investments, L.P. 0.17% Reduce -4.5% 210,734 $22.7M
State of Michigan Retirement System 0.12% Reduce -0.3% 209,636 $22.6M
DekaBank Deutsche Girozentrale 0.04% No change 208,291 $22.4M
Bollard Group LLC 0.62% Reduce -10.7% 206,290 $22.2M
MetLife Investment Management, LLC 0.12% Add +1.9% 204,445 $22.0M
ING Groep NV 0.15% Add +732.3% 203,913 $22.0M
Huntington National Bank 0.21% Add +1.4% 203,367 $21.9M
Godsey & Gibb, Inc. 2.17% Add +0.2% 202,185 $21.8M
Stack Financial Management, Inc 1.95% Reduce -0.8% 198,400 $21.4M
Sanctuary Advisors, LLC 0.13% Reduce -9.2% 189,892 $21.3M
Exchange Traded Concepts, LLC 0.43% Add +14.6% 197,398 $21.3M
Bruce & Co., Inc. 6.81% No change 195,816 $21.1M
Envestnet Portfolio Solutions, Inc. 0.07% Add +12.6% 192,617 $20.8M
Bank of Nova Scotia 0.04% Reduce -64.9% 190,421 $20.5M
UMB Bank, n.a. 0.32% Reduce -0.7% 189,041 $20.4M
Mercer Global Advisors Inc. 0.05% Add +19.3% 188,483 $20.3M
CapWealth Advisors, LLC 2.23% Add +1.0% 188,038 $20.3M
Oppenheimer Asset Management Inc. 0.24% Add +0.8% 183,939 $19.8M
QRG Capital Management, Inc. 0.20% Add +38.2% 183,192 $19.7M
Corebridge Financial, Inc. 0.10% Reduce -4.5% 177,541 $19.1M
Calamos Advisors LLC 0.13% No change 176,667 $19.0M
NorthCrest Asset Manangement, LLC 0.57% Add +0.7% 175,155 $18.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 174,004 $18.7M
Bokf, NA 0.31% Reduce -3.7% 172,366 $18.2M
Czech National Bank 0.17% Add +6.5% 167,490 $18.0M
Retirement Systems of Alabama 0.07% Reduce -1.0% 167,250 $18.0M
Woodmont Investment Counsel LLC 1.33% Reduce -0.5% 167,140 $18.0M
Tocqueville Asset Management L.P. 0.27% Add +0.4% 161,028 $17.3M
Financial Counselors Inc. 0.25% Reduce -0.6% 159,070 $17.1M
Daiichi Life Insurance Co., Ltd. 0.47% Reduce -7.6% 157,691 $17.0M
Hudson Bay Capital Management LP 0.12% Add +129.7% 156,597 $16.9M
Engineers Gate Manager LP 0.29% Add +2223.9% 155,519 $16.8M
Kestra Advisory Services, LLC 0.09% Reduce -19.6% 154,797 $16.7M
Orion Porfolio Solutions, LLC 0.16% Add +1.3% 153,264 $16.5M
Orion Portfolio Solutions, LLC 0.16% Add +1.3% 153,264 $16.5M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -45.5% 153,033 $16.5M
Cubist Systematic Strategies, LLC 0.27% Add +163.4% 151,663 $16.3M
NewEdge Advisors, LLC 0.10% Add +9.6% 151,640 $16.3M
Clarity Financial LLC 1.95% Reduce -16.5% 151,548 $16.3M
Rockefeller Capital Management L.P. 0.04% Reduce -9.1% 151,611 $16.3M
Amalgamated Bank 0.13% Reduce -2.2% 151,211 $16.3M
Canal Insurance CO 4.21% No change 150,166 $16.2M
Laurel Wealth Advisors LLC 2.50% Add +86.5% 148,703 $16.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +14.8% 147,877 $15.9M
Edgar Lomax Co. 1.01% Reduce -1.9% 145,356 $15.7M
Tiaa Trust, National Association 0.05% Add +3.5% 145,247 $15.6M
Nissay Asset Management Corp. /Japan 0.10% Reduce -3.3% 144,362 $15.6M
Robeco Institutional Asset Management B.V. 0.03% Reduce -11.0% 143,777 $15.5M
CWA Asset Management Group, LLC 0.78% Reduce -4.4% 143,451 $15.5M
ARS Wealth Advisors Group, LLC 2.06% Add +0.3% 138,908 $15.0M
Synovus Financial Corp. 0.19% Reduce -6.8% 138,668 $14.9M
Beck Bode, LLC 2.73% Add +12.9% 138,639 $14.9M
Capital Fund Management S.A. 0.15% Add +55.0% 137,527 $14.8M
Ilmarinen Mutual Pension Insurance Co 0.13% Add +14.2% 137,000 $14.8M
Lockheed Martin Investment Management Co. 0.58% Reduce -3.5% 136,140 $14.7M
Cantor Fitzgerald Investment Advisors L.P. 1.01% Add +0.8% 135,849 $14.6M
South Dakota Investment Council 0.29% No change 135,586 $14.6M
&partners 0.17% Add +82.0% 135,406 $14.6M
Independent Advisor Alliance 0.19% Add +13.6% 133,868 $14.4M
Man Group plc 0.04% Reduce -69.9% 132,925 $14.3M
Aptus Capital Advisors, LLC 0.17% Add +24.6% 132,768 $14.3M
ProShare Advisors LLC 0.03% Add +28.6% 131,950 $14.2M
Teacher Retirement System of Texas 0.05% Reduce -76.5% 131,745 $14.2M
Utah Retirement Systems 0.15% Add +0.2% 127,786 $13.8M
Colonial Trust Advisors 1.20% Reduce -2.9% 125,611 $13.5M
Guardian Partners Inc. 1.38% — 125,036 $13.5M
Beck Mack & Oliver LLC 0.25% Add +1.1% 125,299 $13.5M
Cibc World Markets Corp. 0.08% Add +16.3% 121,859 $13.1M
Vestcor Inc 0.43% Add +1.1% 120,784 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.0% 120,574 $13.0M
Pinnacle Financial Partners Inc 0.26% Add +0.5% 115,974 $12.9M
FIL Ltd 0.01% Reduce -22.2% 119,917 $12.9M
Townsquare Capital LLC 0.15% Add +4.5% 119,758 $12.9M
Yousif Capital Management, LLC 0.14% Reduce -1.3% 117,456 $12.7M
Hennessy Advisors Inc. 0.38% Add +2.7% 117,387 $12.6M
Intact Investment Management Inc. 0.44% Add +136.4% 117,100 $12.6M
Brookstone Capital Management 0.18% Reduce -1.9% 116,998 $12.6M
Steward Partners Investment Advisory, LLC 0.11% Add +33.6% 116,348 $12.5M
O'shaughnessy Asset Management, LLC 0.11% Add +13.0% 115,075 $12.4M
Stonebridge Capital Advisors LLC 0.99% Add +1.2% 114,184 $12.3M
Police & Firemen's Retirement System of New Jersey 0.12% — 112,321 $12.1M
Willis Investment Counsel 0.79% Add +0.0% 111,430 $12.0M
Greenland Capital Management LP 2.42% New 111,242 $12.0M
Xponance LLC 0.11% Add +4.0% 110,162 $11.9M
Rwa Wealth Partners, LLC 0.14% Add +111.4% 106,136 $11.4M
Avantax Advisory Services, Inc. 0.07% Add +6.9% 104,385 $11.2M
New York Life Investment Management LLC 0.11% Add +1.0% 103,568 $11.2M
Wealthfront Advisers LLC 0.03% Add +17.7% 103,086 $11.1M
BTG Pactual Asset Management US LLC 1.44% New 102,951 $11.1M
FineMark National Bank & Trust 0.39% Add +0.1% 102,795 $11.1M
Daiwa Securities Group Inc. 0.05% Reduce -8.0% 102,505 $11.0M
Public Employees Retirement Association of Colorado 0.04% Reduce -3.3% 102,473 $11.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +4.2% 102,284 $11.0M
Canada Post Corp Registered Pension Plan 0.65% — 101,825 $11.0M
New Age Alpha Advisors, LLC 0.44% Add +27990.9% 101,689 $11.0M
Atria Wealth Solutions, Inc. 0.12% Add +12.3% 101,582 $10.9M
Agf Management Ltd. 0.05% Reduce -8.3% 100,788 $10.9M
Silvercrest Asset Management Group LLC 0.07% Add +580.7% 99,421 $10.7M
Janney Capital Management LLC 0.70% Reduce -1.7% 98,257 $10.6M
Janus Henderson Group PLC 0.01% Add +1.0% 97,906 $10.5M
Bogart Wealth, LLC 0.49% Add +1.2% 96,031 $10.3M
Vanguard Personalized Indexing Management, LLC 0.16% Add +12.6% 95,585 $10.3M
Van Lanschot Kempen Investment Management N.V. 0.10% Add +802.2% 95,510 $10.3M
Brevan Howard Capital Management LP 0.26% Add +263.1% 94,893 $10.2M
Oppenheimer & Co. Inc. 0.15% Add +0.7% 94,713 $10.2M
Pathstone Holdings, LLC 0.05% Add +1.7% 94,628 $10.2M
Keybank National Association 0.04% Add +1.5% 94,516 $10.2M
River Road Asset Management, LLC 0.14% Reduce -16.3% 94,284 $10.2M
Allworth Financial LP 0.06% Add +368.7% 92,881 $10.1M
Blair William & Co. 0.03% Reduce -0.2% 93,534 $10.1M
Mutual of America Capital Management LLC 0.11% Reduce -2.6% 92,527 $10.0M
Bcwm, LLC 3.50% — 91,100 $9.8M
Azimuth Capital Investment Management LLC 0.38% Add +2.7% 90,508 $9.8M
Oak Grove Capital LLC 1.94% Add +120.4% 89,740 $9.7M
Linscomb Wealth, Inc. 0.48% Add +2.8% 88,911 $9.6M
iA Global Asset Management Inc. 0.17% Add +290.8% 88,527 $9.5M
Credit Agricole S A 0.03% Add +204.9% 88,339 $9.5M
State of Alaska, Department of Revenue 0.11% Reduce -1.8% 88,110 $9.5M
Biondo Investment Advisors, LLC 1.31% Add +2.0% 88,099 $9.5M
Lowe Brockenbrough & Co. Inc. 0.61% Add +0.1% 87,755 $9.5M
Rafferty Asset Management, LLC 0.03% Reduce -2.5% 86,729 $9.3M
Tompkins Financial Corp. 0.87% Add +1.7% 86,465 $9.3M
Strategic Wealth Investment Group, LLC 0.51% Add +6.1% 86,426 $9.3M
Bell Bank 0.68% Add +14.1% 84,526 $9.1M
Savant Capital, LLC 0.07% Add +0.0% 83,734 $9.0M
CCM Investment Advisers LLC 1.00% Add +24.3% 83,610 $9.0M
Romano Brothers and Company 1.13% Reduce -0.6% 83,040 $8.9M
Pacer Advisors, Inc. 0.02% Reduce -12.9% 81,334 $8.8M
First Citizens Bank & Trust Co. 0.16% Reduce -9.8% 81,333 $8.8M
Anchor Investment Management, LLC 0.82% Reduce 0.0% 81,251 $8.8M
Investment Management Corp of Ontario 0.28% Add +212.8% 79,989 $8.6M
Gotham Asset Management 0.08% Reduce -9.6% 78,790 $8.5M
Cibc World Market Inc. 0.02% Reduce -12.9% 78,308 $8.4M
Capital Investment Advisory Services, LLC 0.81% Add +4.2% 77,656 $8.4M
Alley Investment Management Company, LLC 1.04% Add +36.4% 76,477 $8.2M
Advocate Group LLC 1.54% Reduce -10.7% 75,968 $8.2M
Private Advisor Group, LLC 0.05% Reduce -0.6% 75,922 $8.2M
Meyer Handelman Co. 0.28% Reduce -2.2% 75,577 $8.1M
Florida Trust Wealth Management Co 0.26% Reduce -3.2% 75,566 $8.1M
CHURCHILL MANAGEMENT Corp 0.09% Add +3.6% 75,187 $8.1M
Camden National Bank 1.20% Reduce -0.7% 74,730 $8.1M
HRT Financial LP 0.04% New 73,559 $7.9M
Mizuho Securities USA LLC 0.14% Add +46.3% 73,214 $7.9M
Quantinno Capital Management LP 0.08% Add +59.1% 72,231 $7.8M
Reliant Investment Partners, LLC 6.75% — 70,672 $7.6M
Elo Mutual Pension Insurance Co 0.16% New 70,470 $7.6M
Windward Capital Management Co. 0.58% Reduce -0.8% 70,056 $7.5M
Kestra Private Wealth Services, LLC 0.13% Add +8.9% 69,912 $7.5M
Strategic Wealth Partners, Ltd. 0.62% Add +30.4% 65,977 $7.5M
Benjamin Edwards Inc. 0.11% Add +66.8% 69,529 $7.5M
Prudential PLC 0.04% Add +0.0% 69,260 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +37.0% 68,912 $7.5M
HB Wealth Management, LLC 0.08% Add +4.2% 68,721 $7.4M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -4.6% 68,370 $7.4M
Strategic Advisors LLC 1.33% Add +2.5% 68,020 $7.3M
Waverly Advisors, LLC 0.11% Add +12.1% 67,854 $7.3M
Prospera Financial Services Inc 0.17% Add +7.8% 66,786 $7.2M
Cincinnati Casualty Co. 4.00% No change 66,300 $7.1M
New England Asset Management Inc. 1.28% Reduce -12.4% 66,265 $7.1M
Oregon Public Employees Retirement Fund 0.13% Add +0.1% 66,231 $7.1M
Philadelphia Trust Co. 0.52% Reduce -13.1% 66,186 $7.1M
Advisory Services Network, LLC 0.13% Add +19.6% 66,008 $7.1M
Sone Capital Management, LLC 0.89% — 65,550 $7.1M
NewSquare Capital LLC 0.56% Reduce -0.5% 66,388 $7.1M
Farmers & Merchants Investments Inc. 0.22% Add +5.2% 65,193 $7.0M
one8zero8, LLC 1.51% — 65,165 $7.0M
BCM Advisors, LLC 1.54% Add +0.1% 60,366 $6.9M
Patten & Patten Inc. 0.45% Reduce -1.9% 63,606 $6.9M
Alaska Permanent Fund Corp 0.10% No change 63,385 $6.8M
Kessler Investment Group, LLC 3.21% Add +0.4% 62,808 $6.8M
KBC Group NV 0.02% Add +7.1% 62,674 $6.8M
Welch & Forbes LLC 0.09% Reduce -0.5% 62,455 $6.7M
Wexford Capital LP 1.72% New 62,370 $6.7M
Park Avenue Securities LLC 0.07% Add +48.9% 62,259 $6.7M
Zions Bancorporation, N.A. 0.42% Add +12.0% 62,225 $6.7M
First PREMIER Bank 1.69% Reduce -0.8% 61,570 $6.6M
Gulf International Bank (UK) Ltd 0.17% Reduce -1.1% 61,570 $6.6M
Tectonic Advisors LLC 0.43% Add +13.6% 61,197 $6.6M
GLOBALT Investments LLC / GA 0.25% Reduce -1.3% 60,822 $6.6M
Wesbanco Bank Inc. 0.22% Reduce -3.2% 60,608 $6.5M
Dean Investment Associates, LLC 0.93% Reduce -2.3% 60,431 $6.5M
Oak Harvest Investment Services 0.91% Reduce -47.2% 60,346 $6.5M
Washington Trust Bank 0.62% Reduce -1.5% 60,292 $6.5M
Brown Advisory Inc. 0.01% Add +2.8% 58,592 $6.3M
Morgan Dempsey Capital Management LLC 2.53% Reduce -9.6% 58,431 $6.3M
Pathway Financial Advisers, LLC 2.11% Reduce -99.1% 58,303 $6.3M
Metis Global Partners, LLC 0.19% Add +4.9% 57,899 $6.2M
Sterling Capital Management LLC 0.09% Add +7.9% 57,732 $6.2M
Capital Investment Advisors, LLC 0.13% Add +0.4% 57,541 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -60.0% 57,211 $6.2M
GQG Partners LLC 0.01% Reduce -98.7% 57,005 $6.1M
Colonial Trust Co / SC 0.91% Reduce -0.1% 56,954 $6.1M
GF Fund Management Co. LTD. 0.13% — 56,597 $6.1M
Commerzbank Aktiengesellschaft 0.15% Add +3.7% 56,523 $6.1M
Entropy Technologies, LP 0.63% New 56,437 $6.1M
Resolution Capital Ltd 0.11% Add +12.9% 55,740 $6.0M
Parsons Capital Management Inc. 0.32% Add +885.9% 55,094 $5.9M
Atria Investments, Inc 0.07% Reduce -0.8% 55,026 $5.9M
Hudson Edge Investment Partners Inc. 1.08% New 54,406 $5.9M
Founders Financial Alliance, LLC 1.61% Reduce -4.2% 54,248 $5.8M
Fayez Sarofim & Co 0.01% Add +4.2% 53,546 $5.8M
Coldstream Capital Management Inc. 0.12% Add +4.2% 53,328 $5.7M
Estabrook Capital Management 0.89% Reduce -0.5% 53,241 $5.7M
Tower Research Capital LLC (TRC) 0.11% Reduce -5.0% 53,207 $5.7M
Wasatch Advisors LP 0.03% Reduce -5.3% 53,176 $5.7M
Geneos Wealth Management Inc. 0.20% Reduce -1.9% 53,087 $5.7M
Kentucky Retirement Systems 0.17% Reduce -1.4% 53,051 $5.7M
ProVise Management Group, LLC 0.49% Reduce -6.2% 52,936 $5.7M
Argent Trust Co 0.23% Add +6.3% 52,625 $5.7M
Calydon Capital 1.11% Add +1.4% 52,388 $5.6M
UniSuper Management Pty Ltd 0.04% Reduce -10.2% 52,330 $5.6M
Loomis Sayles & Co. L P 0.01% Reduce -18.3% 52,275 $5.6M
KMG Fiduciary Partners, LLC 0.46% Add +5.5% 52,097 $5.6M
Beacon Pointe Advisors, LLC 0.06% Add +14.4% 51,843 $5.6M
Farmers Trust Co. 1.04% Reduce -1.7% 51,794 $5.6M
Smith Salley Wealth Management 0.36% Reduce -1.0% 51,525 $5.6M
Moors & Cabot, Inc. 0.26% Add +3.7% 51,252 $5.5M
Union Bancaire Privee, UBP SA 0.10% — 50,709 $5.5M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +1.7% 50,205 $5.4M
Swiss Life Asset Management Ltd 0.04% Reduce -70.8% 50,185 $5.4M
Family Legacy, Inc. 1.82% Add +0.6% 49,774 $5.4M
Aventail Capital Group, LP 0.28% No change 50,000 $5.4M
Crestline Management, L.P. 0.19% New 50,000 $5.4M
CENTRAL TRUST Co 0.13% Add +1.9% 49,971 $5.4M
TD Private Client Wealth LLC 0.15% Add +9.4% 49,821 $5.4M
Eliot Finkel Investment Counsel, LLC 3.41% Reduce -0.2% 49,764 $5.4M
Covington Investment Advisors Inc. 0.80% Reduce -0.4% 49,498 $5.3M
Ellsworth Advisors, LLC 1.40% New 49,418 $5.3M
Jamison Private Wealth Management, Inc. 0.79% Add +2.8% 49,352 $5.3M
OneDigital Investment Advisors LLC 0.06% Reduce -3.8% 49,062 $5.3M
Money Concepts Capital Corp. 0.39% Add +1.2% 48,406 $5.2M
Jane Street Group, LLC 0.01% Reduce -20.6% 47,880 $5.2M
Glenmede Trust Co. NA 0.03% Reduce -44.0% 47,780 $5.1M
Benedict Financial Advisors Inc. 1.25% Add +2.6% 47,730 $5.1M
Hartford Investment Management Co. 0.17% Reduce -1.9% 47,596 $5.1M
Beacon Investment Advisory Services, Inc. 0.22% Add +5.0% 47,517 $5.1M
Clough Capital Partners L P 0.58% No change 46,855 $5.0M
Quadcap Wealth Management, LLC 0.74% Reduce -0.4% 46,701 $5.0M
NEOS Investment Management LLC 0.12% Add +31.6% 46,684 $5.0M
SouthState Bank Corp 0.33% Reduce -1.8% 46,648 $5.0M
Beacon Financial Group 0.54% Reduce -1.0% 46,644 $5.0M
Stratos Wealth Partners, LTD. 0.07% Reduce -3.1% 46,638 $5.0M
First Horizon Advisors, Inc. 0.14% Add +5.0% 46,578 $5.0M
Sigma Planning Corp 0.16% Reduce -13.1% 46,515 $5.0M
Woodline Partners LP 0.03% New 46,391 $5.0M
Boston Research & Management Inc. 1.22% Reduce -0.3% 46,242 $5.0M
Worldquant Millennium Advisors LLC 0.03% Add +69.7% 45,834 $4.9M
Alberta Investment Management Corp 0.03% Add +5.3% 45,600 $4.9M
Jackson Hole Capital Partners, LLC 0.99% Add +1.9% 45,353 $4.9M
Chicago Partners Investment Group LLC 0.16% Reduce -2.9% 44,983 $4.9M
Choreo, LLC 0.07% Reduce -3.5% 44,771 $4.8M
Highland Capital Management, LLC 0.27% Reduce -2.0% 44,602 $4.8M
Johnson Investment Counsel Inc. 0.05% Add +5.2% 44,479 $4.8M
Tufton Capital Management 0.90% Add +0.2% 44,228 $4.8M
Whitener Capital Management, Inc. 1.33% Add +1.0% 44,187 $4.8M
Semmax Financial Advisors Inc. 1.27% Add +2.1% 41,684 $4.7M
Schonfeld Strategic Advisors LLC 0.03% Add +28.0% 43,880 $4.7M
Kingsview Wealth Management, LLC 0.09% Add +14.8% 43,584 $4.7M
Red Door Wealth Management, LLC 0.72% Add +8.1% 43,309 $4.7M
United Capital Financial Advisors, LLC 0.04% Add +1.7% 42,791 $4.6M
Teza Capital Management LLC 0.70% New 42,680 $4.6M
Clearstead Advisors, LLC 0.07% Add +0.2% 42,582 $4.6M
Crossmark Global Holdings, Inc. 0.08% Reduce -2.0% 42,444 $4.6M
Concurrent Investment Advisors, LLC 0.12% Reduce -0.1% 42,428 $4.6M
Cwm, LLC 0.02% Reduce -3.7% 41,998 $4.5M
Vontobel Holding Ltd. 0.02% Add +0.4% 41,994 $4.5M
Global Wealth Management Investment Advisory, Inc. 0.93% Add +2.7% 41,931 $4.5M
Principle Wealth Partners LLC 0.32% Add +16.4% 41,812 $4.5M
Profund Advisors LLC 0.16% Reduce -10.4% 41,726 $4.5M
Quantitative Investment Management, LLC 0.34% New 41,697 $4.5M
Tudor Investment Corporation 0.05% Reduce -55.0% 41,686 $4.5M
Louisiana State Employees Retirement System 0.08% Reduce -4.4% 41,600 $4.5M
Maryland State Retirement & Pension System 0.10% Reduce -6.6% 41,566 $4.5M
Apollon Wealth Management, LLC 0.10% Add +22.6% 41,540 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -2.8% 41,517 $4.5M
Advisors Asset Management, Inc. 0.08% Add +8.4% 41,504 $4.5M
Sky Investment Group LLC 0.84% Add +5.1% 41,356 $4.5M
Townsend & Associates, Inc 0.45% Reduce -0.7% 40,021 $4.4M
Leavell Investment Management, Inc. 0.22% Reduce -1.2% 40,878 $4.4M
Peapack Gladstone Financial Corp. 0.06% Add +0.2% 40,861 $4.4M
Holderness Investments Co. 0.97% Add +0.1% 40,811 $4.4M
Aull & Monroe Investment Management Corp 2.25% Reduce -1.8% 40,803 $4.4M
Regions Financial Corp. 0.03% Add +3.3% 40,802 $4.4M
Nixon Peabody Trust Co. 0.36% Add +2.2% 40,550 $4.4M
Stablepoint Partners, LLC 0.79% Add +0.8% 40,104 $4.3M
Principal Securities, Inc. 0.10% Add +15.1% 40,050 $4.3M
AlphaStar Capital Management, LLC 0.45% Add +19.9% 39,947 $4.3M
Salem Investment Counselors Inc. 0.14% Reduce -8.2% 39,787 $4.3M
Richard C. Young & CO., LTD. 0.47% Add +9.1% 39,785 $4.3M
Virginia Wealth Management Group, Inc. 2.62% Add +0.9% 39,340 $4.2M
First Bank & Trust 0.81% Reduce -8.6% 39,316 $4.2M
Daymark Wealth Partners, LLC 0.18% Add +0.5% 38,948 $4.2M
Moneco Advisors, LLC 0.44% Add +3.9% 38,944 $4.2M
Cincinnati Financial Corp. 0.09% No change 38,784 $4.2M
Assetmark, Inc. 0.01% Add +107.2% 38,262 $4.1M
Thompson Siegel & Walmsley LLC 0.06% No change 38,219 $4.1M
Aquatic Capital Management LLC 0.11% New 38,136 $4.1M
Providence Capital Advisors, LLC 0.83% Add +0.6% 37,984 $4.1M
Strategic Planning Group, LLC 0.75% Add +4.2% 37,793 $4.1M
Nisa Investment Advisors, LLC 0.02% Add +31.5% 37,449 $4.0M
MAI Capital Management 0.03% Add +55.5% 37,292 $4.0M
SG Americas Securities, LLC 0.02% Add +121.9% 37,063 $4.0M
Seven Springs Wealth Group, LLC 1.52% Add +5.4% 37,048 $4.0M
Occidental Asset Management, LLC 0.62% Add +7.2% 36,965 $4.0M
J.W. Cole Advisors, Inc. 0.16% Add +18.5% 36,886 $4.0M
Bragg Financial Advisors, Inc 0.16% Reduce -1.0% 36,871 $4.0M
New Mexico Educational Retirement Board 0.13% Reduce -2.6% 36,760 $4.0M
Cornerstone Advisors, LLC 0.16% Add +7.3% 36,700 $4.0M
Shelton Capital Management 0.10% Reduce -2.9% 36,553 $3.9M
Capital & Planning, LLC 2.87% — 36,442 $3.9M
Twin Capital Management Inc. 0.43% Add +8.3% 36,038 $3.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +1.4% 35,965 $3.9M
Sequoia Financial Advisors, LLC 0.04% Add +25.7% 35,755 $3.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.27% No change 35,385 $3.8M
Stock Yards Bank & Trust Co. 0.13% Add +0.6% 35,296 $3.8M
Strategy Asset Managers LLC 0.74% Add +1.1% 35,181 $3.8M
Csenge Advisory Group 0.20% Add +12.9% 34,974 $3.8M
Pinnacle Associates Ltd. 0.05% Add +23.6% 34,899 $3.8M
Marco Investment Management LLC 0.32% Reduce -0.9% 34,669 $3.7M
Pegasus Asset Management, Inc. 1.40% Add +0.5% 34,559 $3.7M
IFG Advisory, LLC 0.21% Add +0.7% 34,420 $3.7M
Spectrum Asset Management, Inc. (NB/CA) 1.66% Add +0.4% 34,337 $3.7M
Atlantic Union Bankshares Corp 0.21% Add +0.5% 34,251 $3.7M
Logan Capital Management Inc. 0.15% Add +2.0% 33,916 $3.7M
Blue Trust, Inc. 0.05% Add +62.4% 33,877 $3.6M
Morton Community Bank 0.96% Add +1.7% 33,821 $3.6M
Simmons Bank 0.27% Add +3.9% 33,761 $3.6M
Graham Capital Management, L.P. 0.18% Reduce -55.3% 33,740 $3.6M
Drucker Wealth 3.0, LLC 0.84% Reduce -2.4% 33,725 $3.6M
L & S Advisors Inc 0.45% Add +67.8% 33,710 $3.6M
Ieq Capital, LLC 0.04% Reduce -36.9% 33,601 $3.6M
TrinityBridge Ltd 0.10% No change 33,397 $3.6M
Keene & Associates, Inc. 2.88% Add +1.0% 33,270 $3.6M
Royal Fund Management, LLC 0.39% Add +1.8% 32,782 $3.6M
Lido Advisors, LLC 0.02% Add +7.2% 33,136 $3.6M
Nepsis Inc. 0.89% Add +246.9% 55,947 $3.6M
Merit Financial Group, LLC 0.06% Add +11.2% 32,963 $3.6M
Goodman Advisory Group, LLC 1.05% Reduce -12.6% 32,921 $3.5M
American Assets Investment Management, LLC 0.29% No change 32,666 $3.5M
Bahl & Gaynor LLC 0.02% Reduce -4.4% 32,644 $3.5M
Schnieders Capital Management LLC 0.70% Add +1.1% 32,623 $3.5M
Fulton Bank, N.A. 0.14% Reduce -0.0% 32,621 $3.5M
Level Four Advisory Services, LLC 0.14% Add +2.0% 32,606 $3.5M
Nomura Holdings Inc. 0.02% New 32,454 $3.5M
Caldwell Trust Co 0.36% Reduce -2.4% 32,412 $3.5M
Townsend Asset Management Corp. /NC/ 1.27% Add +0.7% 32,346 $3.5M
Rothschild Investment LLC 0.23% Reduce -1.1% 32,284 $3.5M
Axxcess Wealth Management, LLC 0.09% Add +10.4% 32,254 $3.5M
OMERS ADMINISTRATION Corp 0.03% Add +20.5% 32,194 $3.5M
Morningstar Investment Services LLC 0.32% Reduce -90.9% 32,182 $3.5M
Sowell Financial Services LLC 0.18% Reduce -3.4% 32,151 $3.5M
FAS Wealth Partners, Inc. 0.29% Add +2.8% 32,141 $3.5M
Plimoth Trust Co. LLC 0.89% Reduce -0.2% 32,092 $3.5M
Bailard, Inc. 0.09% Add +10.9% 31,921 $3.4M
IMC-Chicago, LLC 0.09% New 31,750 $3.4M
Carson Advisory Inc. 2.37% Reduce -1.3% 31,636 $3.4M
Lazard Asset Management LLC 0.01% Add +597.3% 31,610 $3.4M
Wolverine Asset Management LLC 0.26% New 31,418 $3.4M
Lynch & Associates 0.73% Reduce -0.7% 31,370 $3.4M
Wilmington Savings Fund Society, FSB 0.06% Add +0.3% 31,353 $3.4M
Global Retirement Partners, LLC 0.10% Reduce -1.9% 31,316 $3.4M
PFG Investments, LLC 0.21% Reduce -1.1% 31,254 $3.4M
Constitution Capital LLC 1.89% Add +12.9% 31,254 $3.4M
Regal Investment Advisors LLC 0.25% Reduce -9.2% 31,142 $3.4M
Greenwood Capital Associates LLC 0.44% Add +5.0% 31,087 $3.3M
Argyle Capital Management, LLC 1.31% Add +2.0% 30,814 $3.3M
Slocum, Gordon & Co LLP 2.73% No change 30,790 $3.3M
Triangle Securities Wealth Management 0.85% Add +3.5% 30,589 $3.3M
Cary Street Partners Financial LLC 0.11% — 30,484 $3.3M
Norinchukin Bank, The 0.07% Add +2.7% 30,245 $3.3M
Integrated Wealth Concepts LLC 0.04% Reduce -16.8% 30,153 $3.2M
Cohen Capital Management, Inc. 0.54% No change 30,133 $3.2M
Banque Pictet & Cie SA 0.03% No change 30,000 $3.2M
Premier Fund Managers Ltd 0.12% Reduce -14.3% 30,000 $3.2M
Holocene Advisors, LP 0.01% New 29,984 $3.2M
Farmers National Bank 0.94% — 29,802 $3.2M
Snowden Capital Advisors LLC 0.10% Reduce -41.5% 29,800 $3.2M
Carolinas Wealth Consulting LLC 0.63% Reduce -3.1% 29,658 $3.2M
Birmingham Capital Management Co. Inc. 1.18% Reduce -2.7% 29,594 $3.2M
Hennion & Walsh Asset Management, Inc. 0.14% Add +10.4% 29,389 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -32.8% 28,925 $3.1M
Montag A & Associates Inc. 0.15% Reduce -4.4% 28,899 $3.1M
Prime Capital Investment Advisors, LLC 0.05% Reduce -12.9% 28,896 $3.1M
Fairhaven Wealth Management, LLC 0.97% Add +0.6% 28,861 $3.1M
Point72 (DIFC) Ltd 0.28% Add +105.2% 28,831 $3.1M
Shepherd Financial Partners LLC 0.37% Add +1.0% 28,802 $3.1M
Trustmark Bank Trust Department 0.23% Reduce -2.1% 28,737 $3.1M
AE Wealth Management LLC 0.03% Add +0.6% 28,671 $3.1M
Asio Capital, LLC 0.58% Reduce -1.0% 28,573 $3.1M
EP Wealth Advisors, LLC 0.03% Reduce -5.3% 28,533 $3.1M
SteelPeak Wealth, LLC 0.13% Reduce -56.4% 28,463 $3.1M
Texas Yale Capital Corp. 0.12% Add +0.9% 28,453 $3.1M
Panagora Asset Management Inc. 0.01% Reduce -8.6% 28,419 $3.1M
HighPoint Advisor Group LLC 0.17% Add +5.5% 26,278 $3.0M
Advisors Management Group Inc. 0.72% Reduce -0.8% 28,065 $3.0M
First National Bank of Omaha 0.20% Reduce -3.1% 28,064 $3.0M
Tradewinds, LLC. 0.83% Add +2.1% 25,802 $3.0M
Sheets Smith Wealth Management 0.36% Reduce -0.2% 27,432 $3.0M
Trust Co. of Toledo NA 0.39% Reduce -0.3% 27,316 $2.9M
Guardian Capital LP 0.11% Add +2.6% 27,266 $2.9M
Old North State Trust, LLC 1.84% Reduce -0.9% 26,868 $2.9M
Empire Financial Management Company, LLC 0.90% Add +2.5% 26,684 $2.9M
Cullinan Associates Inc. 0.18% Add +260.8% 26,541 $2.9M
Franklin Street Advisors Inc. 0.19% Add +7.6% 26,333 $2.8M
Voloridge Investment Management, LLC 0.01% New 26,322 $2.8M
Rowlandmiller & Partners.adv 0.59% Reduce -0.4% 26,216 $2.8M
Hilltop Holdings Inc. 0.18% Add +12.1% 26,209 $2.8M
Orleans Capital Management Corp. 1.58% Add +0.2% 24,175 $2.8M
Empirical Finance, LLC 0.16% Reduce -1.2% 26,162 $2.8M
Fox Hill Wealth Management 1.59% Add +5.3% 26,125 $2.8M
Mill Capital Management, LLC 0.22% Reduce -0.4% 26,025 $2.8M
Vaughan Nelson Investment Management, L.P. 0.03% No change 25,850 $2.8M
Mgo One Seven LLC 0.11% Reduce -7.2% 25,672 $2.8M
Naples Global Advisors, LLC 0.26% Reduce -0.5% 25,466 $2.7M
Old North State Wealth Management, LLC 1.54% Add +7.7% 25,378 $2.7M
Apollon Financial, LLC 0.68% New 25,360 $2.7M
Equitable Trust Co. 0.15% Reduce -2.0% 25,319 $2.7M
1832 Asset Management L.P. 0.00% Add +16.8% 25,205 $2.7M
Intech Investment Management LLC 0.03% Reduce -24.5% 25,074 $2.7M
Live Oak Private Wealth LLC 0.45% Reduce -1.8% 25,022 $2.7M
Praxis Investment Management Inc. 0.17% Reduce -15.0% 24,994 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -2.3% 24,983 $2.7M
TD Waterhouse Canada Inc. 0.02% Add +13.3% 24,942 $2.7M
JARISLOWSKY, FRASER Ltd 0.02% Add +2.0% 24,883 $2.7M
Aspire Private Capital, LLC 0.66% Reduce -0.2% 24,808 $2.7M
SevenBridge Financial Group, LLC 0.51% Add +51.8% 22,883 $2.7M
Dynamic Advisor Solutions LLC 0.12% Reduce -6.5% 24,722 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.2% 24,526 $2.6M
FourThought Financial Partners, LLC 0.27% Add +14.9% 24,486 $2.6M
Tidal Investments LLC 0.02% Reduce -1.3% 24,474 $2.6M
Sagespring Wealth Partners, LLC 0.07% — 24,465 $2.6M
CGN Advisors LLC 0.26% Add +1.4% 24,443 $2.6M
Stonegate Investment Group, LLC 0.07% Reduce -8.5% 24,326 $2.6M
Bleakley Financial Group, LLC 0.08% Add +2.5% 24,286 $2.6M
Iowa State Bank 0.54% Reduce -2.0% 24,231 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -5.8% 24,138 $2.6M
Counterweight Ventures, LLC 1.84% Add +2.2% 24,108 $2.6M
BLB&B Advisors, LLC 0.13% Add +12.7% 23,956 $2.6M
Ascent Group, LLC 0.19% Reduce -4.1% 23,932 $2.6M
Shoker Investment Counsel, Inc. 0.87% Add +1.6% 23,918 $2.6M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -5.1% 23,680 $2.6M
Home Federal Bank of Tennessee 0.75% Reduce -1.1% 23,585 $2.5M
Segall Bryant & Hamill, LLC 0.04% No change 23,583 $2.5M
IFP Advisors, Inc 0.08% Reduce -18.0% 23,545 $2.5M
Rodgers Brothers Inc. 0.33% Reduce -5.3% 23,475 $2.5M
Bank & Trust Co 2.11% Reduce -1.8% 23,248 $2.5M
Lee Danner & Bass Inc. 0.20% Add +1.4% 23,237 $2.5M
Allstate Corp. 0.07% New 23,078 $2.5M
Resources Management Corp. /CT/ 0.34% Reduce -0.5% 22,944 $2.5M
Wealth Group, Ltd. 1.59% Reduce -0.1% 22,861 $2.5M
Hall Capital Management Co. Inc. 1.15% — 22,812 $2.5M
Kentucky Trust Co 1.44% — 22,804 $2.5M
Equitable Holdings, Inc. 0.02% Add +2.6% 22,794 $2.5M
Leo Wealth, LLC 0.22% Add +25.1% 22,755 $2.5M
KKM Financial LLC 1.02% Add +5.3% 22,717 $2.4M
Forte Capital LLC 0.27% Reduce -1.0% 22,628 $2.4M
Cornerstone Capital, Inc. 0.26% Reduce -15.7% 22,601 $2.4M
Stiles Financial Services Inc 0.88% Add +4.6% 22,592 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.37% Reduce -4.9% 22,537 $2.4M
Sound View Wealth Advisors Group, LLC 0.20% Add +1.4% 22,501 $2.4M
Creative Financial Designs Inc. 0.20% Add +0.3% 22,465 $2.4M
NorthCoast Asset Management LLC 0.01% Add +4.9% 22,376 $2.4M
Griffith & Werner, Inc. 1.59% — 22,331 $2.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 22,300 $2.4M
Dakota Wealth Management 0.06% Reduce -4.7% 22,309 $2.4M
Marshall Investment Management, LLC 1.41% — 20,761 $2.4M
Point72 Hong Kong Ltd 0.15% New 22,115 $2.4M
Vinva Investment Management Ltd 0.09% Add +79.3% 21,993 $2.4M
Patrick Mauro Investment Advisor, INC. 1.35% Add +0.2% 21,872 $2.4M
Modera Wealth Management, LLC 0.03% Reduce -2.5% 21,685 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -2.5% 21,619 $2.3M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -0.9% 21,596 $2.3M
Mutual Advisors, LLC 0.07% Reduce -2.4% 21,034 $2.3M
Woodard & Co. Asset Management Group Inc. 0.49% Add +0.9% 21,194 $2.3M
Harbour Investments, Inc. 0.07% Reduce -0.6% 21,142 $2.3M
Berkeley Capital Partners, LLC 0.63% Add +0.7% 20,959 $2.3M
Hardin Capital Partners, LLC 1.36% Add +7.9% 20,956 $2.3M
Measured Risk Portfolios, Inc. 2.51% — 20,950 $2.3M
Stamos Capital Partners, L.P. 0.53% Reduce -26.9% 20,910 $2.3M
Brown Brothers Harriman & Co. 0.02% Reduce -13.2% 20,877 $2.2M
Ti-Trust, Inc. 1.50% Reduce -0.2% 20,815 $2.2M
Cornerstone Wealth Group, LLC 0.18% Add +3.0% 20,813 $2.2M
Strategic Blueprint, LLC 0.13% Add +3.1% 20,740 $2.2M
SVB Wealth LLC 0.04% New 20,713 $2.2M
Cannon Wealth Management Services, LLC 1.91% Add +1.4% 19,530 $2.2M
Te Ahumairangi Investment Management Ltd 0.46% Reduce -12.4% 20,449 $2.2M
Adalta Capital Management LLC 1.15% Add +3.0% 20,431 $2.2M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -3.3% 20,365 $2.2M
Kingswood Wealth Advisors, LLC 0.16% Reduce -35.6% 20,338 $2.2M
Jaffetilchin Investment Partners, LLC 0.16% Add +13.3% 20,255 $2.2M
Clarkston Capital Partners, LLC 0.04% Add +0.1% 20,230 $2.2M
Vectors Research Management, LLC 0.74% Add +18.9% 20,105 $2.2M
apricus wealth, LLC 1.40% Add +0.8% 20,036 $2.2M
Mechanics Bank Trust Department 0.29% Reduce -0.3% 19,944 $2.1M
Compagnie Lombard Odier SCmA 0.03% No change 19,750 $2.1M
World Investment Advisors 0.06% Add +121.6% 19,713 $2.1M
Successful Portfolios LLC 1.42% No change 19,707 $2.1M
Moloney Securities Asset Management, LLC 0.29% Reduce -0.3% 19,656 $2.1M
Cypress Capital Group 0.26% Reduce -23.5% 19,620 $2.1M
Ameritas Advisory Services, LLC 0.07% Add +8.2% 19,614 $2.1M
Physicians Financial Services, Inc. 0.64% Add +0.3% 19,574 $2.1M
Qsemble Capital Management, LP 0.28% New 19,570 $2.1M
WealthShield Partners, LLC 0.30% Reduce -0.9% 19,536 $2.1M
Harbor Capital Advisors, Inc. 0.09% Add +2.5% 19,482 $2.1M
Hamel Associates, Inc. 0.68% Reduce -0.4% 19,476 $2.1M
Empowered Funds, LLC 0.03% Add +16.6% 19,365 $2.1M
Advanced Asset Management Advisors Inc 0.55% No change 19,349 $2.1M
Valeo Financial Advisors, LLC 0.06% Reduce -0.3% 19,342 $2.1M
Certified Advisory Corp 0.23% Add +1.5% 19,329 $2.1M
IHT Wealth Management, LLC 0.07% Reduce -13.6% 19,256 $2.1M
Foundations Investment Advisors, LLC 0.04% Add +13.2% 19,239 $2.1M
Glenview Trust Co 0.04% Reduce -1.6% 19,174 $2.1M
Bison Wealth, LLC 0.45% Reduce -31.4% 19,101 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -46.9% 19,075 $2.1M
Smith, Moore & Co. 0.19% Add +3.0% 19,035 $2.1M
Canandaigua National Bank & Trust Co. 0.20% Add +0.1% 19,020 $2.0M
Greenleaf Trust 0.02% Reduce -1.1% 18,726 $2.0M
Mfa Wealth Advisors, LLC 0.52% Add +9.6% 18,715 $2.0M
Good Life Advisors, LLC 0.15% Reduce -5.6% 18,708 $2.0M
LVW Advisors, LLC 0.25% Add +4.2% 18,708 $2.0M
First Manhattan Co. Llc. 0.01% Add +52.3% 17,102 $2.0M
Norden Group LLC 0.23% Add +2.2% 18,559 $2.0M
United Services Automobile Association 0.07% Reduce -0.7% 18,495 $2.0M
Davis Investment Partners, LLC 0.84% Add +0.1% 18,756 $2.0M
Parr McKnight Wealth Management Group, LLC 0.28% — 18,417 $2.0M
Ledgewood Wealth Advisors, LLC 1.28% No change 18,404 $2.0M
AssuredPartners Investment Advisors, LLC 0.38% — 18,231 $2.0M
Hartford Financial Management Inc. 0.40% No change 18,183 $2.0M
Randolph Co Inc 0.22% No change 17,978 $1.9M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -0.2% 17,975 $1.9M
Verdence Capital Advisors LLC 0.16% Add +17.5% 17,919 $1.9M
Fox Run Management, L.L.C. 0.35% Add +83.9% 17,910 $1.9M
Steel Grove Capital Advisors, LLC 0.27% Reduce -4.2% 17,853 $1.9M
Heritage Wealth Management, Inc. 0.64% Reduce -0.4% 17,839 $1.9M
Community Bank & Trust, Waco, Texas 0.44% Add +10.0% 17,796 $1.9M
Old Port Advisors 0.55% Add +0.5% 17,781 $1.9M
Ipswich Investment Management Co., Inc. 0.46% Reduce -1.1% 17,772 $1.9M
Raleigh Capital Management Inc. 0.74% Reduce -2.3% 17,715 $1.9M
Ashton Thomas Private Wealth, LLC 0.07% Add +39.3% 17,666 $1.9M
TSP Capital Management Group, LLC 0.64% Add +0.0% 17,586 $1.9M
GWN Securities Inc. 0.51% — 17,219 $1.9M
Cornell Pochily Investment Advisors, Inc. 0.66% Add +0.0% 17,450 $1.9M
AMG National Trust Bank 0.05% Reduce -4.7% 17,446 $1.9M
Marino, Stram & Associates LLC 0.42% Add +0.2% 17,440 $1.9M
Wealth Alliance, LLC 0.22% Reduce -1.4% 17,417 $1.9M
SWS Partners 0.57% Add +4.5% 17,371 $1.9M
Signaturefd, LLC 0.04% Add +6.3% 17,361 $1.9M
Argent Advisors, Inc. 0.69% Add +1.6% 17,349 $1.9M
Westpac Banking Corp. 0.12% Reduce -0.3% 17,264 $1.9M
Vise Technologies, Inc. 0.15% Add +39.7% 17,249 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -29.4% 17,112 $1.8M
Mission Wealth Management, LP 0.04% Reduce -2.2% 16,995 $1.8M
London Co. of Virginia 0.01% No change 16,961 $1.8M
Wedbush Securities Inc. 0.07% Add +7.9% 16,940 $1.8M
Platform Technology Partners 0.55% Add +1.6% 16,816 $1.8M
Essential Planning, LLC. 0.01% New 15,850 $1.8M
Wolff Wiese Magana LLC 1.19% Add +2.1% 16,683 $1.8M
Jeppson Wealth Management, LLC 0.65% Reduce -2.2% 16,608 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -0.4% 16,528 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% Add +5.2% 16,508 $1.8M
Prosperity Consulting Group, LLC 0.13% Add +6.8% 16,421 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.37% Reduce -2.3% 16,409 $1.8M
Concourse Financial Group Securities, Inc. 0.10% Add +3.1% 16,244 $1.8M
Park National Corp. 0.06% Add +0.8% 16,347 $1.8M
Ranch Capital Advisors Inc. 0.83% Add +3.6% 16,347 $1.8M
Pettyjohn, Wood & White, Inc. 0.32% No change 16,301 $1.8M
Orange Investment Advisors, Inc. 0.20% Add +0.8% 16,300 $1.8M
City Holding Co. 0.25% Reduce -13.7% 16,284 $1.8M
Summit Financial, LLC 0.06% Add +98.0% 16,072 $1.7M
StoneX Group Inc. 0.10% Add +6.1% 16,072 $1.7M
First National Trust Co 0.06% Reduce -2.2% 16,052 $1.7M
Integrated Advisors Network LLC 0.08% Reduce -1.3% 16,047 $1.7M
Victrix Investment Advisors 1.25% — 16,046 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.30% Add +9.4% 25,001 $1.7M
Advisory Alpha, LLC 0.06% Reduce -4.9% 15,962 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +1.2% 15,962 $1.7M
Private Trust Co. NA 0.18% Add +9.7% 15,931 $1.7M
Ballast, Inc. 0.49% Add +1.2% 15,839 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $1.7M
WealthTrust Axiom LLC 0.51% Reduce -0.7% 15,805 $1.7M
Harmony Asset Management LLC 0.67% Reduce -5.5% 15,763 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +2.9% 15,729 $1.7M
RMR Wealth Builders 0.17% Add +8.5% 15,594 $1.7M
Hartford Funds Management Co LLC 0.15% Reduce -1.7% 15,592 $1.7M
Cordgrass Capital Advisors, LLC 0.49% Add +0.9% 15,557 $1.7M
Armor Investment Advisors, LLC 0.69% Reduce -6.6% 15,548 $1.7M
Fiduciary Alliance LLC 0.17% Add +132.4% 15,541 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +0.8% 15,533 $1.7M
International Assets Investment Management, LLC 0.14% Add +59.0% 15,517 $1.7M
Allianz Asset Management GmbH 0.00% Add +11.7% 15,524 $1.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% — 15,521 $1.7M
Confluence Wealth Services, Inc. 0.11% Reduce -6.6% 15,257 $1.7M
Rahlfs Capital, LLC 1.65% — 15,446 $1.7M
Curi Capital, LLC 0.04% Add +4.9% 15,406 $1.7M
Courier Capital LLC 0.11% Reduce -1.2% 15,404 $1.7M
NTV Asset Management LLC 0.22% Add +2.1% 15,336 $1.7M
First County Bank 0.92% Reduce -11.1% 15,330 $1.7M
Miller Howard Investments Inc. 0.05% Add +1.5% 15,299 $1.6M
Vident Advisory, LLC 0.03% Add +8.9% 15,217 $1.6M
Spirit of America Management Corp. 0.33% Add +26.3% 15,150 $1.6M
King Luther Capital Management Corp. 0.01% Reduce -0.4% 15,130 $1.6M
Essex Financial Services, Inc. 0.12% Reduce -5.9% 15,092 $1.6M
Private Wealth Partners, LLC 0.12% Reduce -5.6% 15,082 $1.6M
Symphony Financial, Ltd. Co. 0.26% Reduce -13.2% 14,672 $1.6M
Bull Street Advisors, LLC 0.78% Reduce -0.9% 14,938 $1.6M
Stratos Investment Management, LLC 0.10% Reduce -5.0% 14,871 $1.6M
Norway Savings Bank 0.89% Reduce -3.5% 14,868 $1.6M
Ossiam 0.03% Add +78.3% 14,844 $1.6M
Earnest Partners LLC 0.01% Reduce -2.3% 14,838 $1.6M
Hanson & Doremus Investment Management 0.25% Reduce -7.1% 14,826 $1.6M
RFG Advisory, LLC 0.04% Reduce -1.1% 14,777 $1.6M
Wagner Wealth Management, LLC 0.41% Add +3.4% 14,756 $1.6M
Parcion Private Wealth LLC 0.12% No change 14,743 $1.6M
NJ State Employees Deferred Compensation Plan 0.19% No change 14,733 $1.6M
Marks Group Wealth Management, Inc 0.16% Reduce -25.3% 14,698 $1.6M
Providence First Trust Co 0.59% Add +565.5% 14,641 $1.6M
First Hawaiian Bank 0.05% Add +68.9% 14,633 $1.6M
Wealthcare Advisory Partners LLC 0.04% Reduce -2.8% 14,571 $1.6M
Horizon Investments, LLC 0.04% Add +2.7% 14,542 $1.6M
Corundum Group, Inc. 0.58% New 14,531 $1.6M
Wealth Dimensions Group, Ltd. 0.38% Add +0.4% 14,513 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +4.7% 14,375 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -72.3% 14,275 $1.5M
Chemung Canal Trust Co. 0.32% Add +0.8% 14,260 $1.5M
AlphaQuest LLC 0.20% Reduce -3.2% 14,087 $1.5M
Cornerstone Wealth Management, LLC 0.10% Add +11.4% 14,074 $1.5M
Formidable Asset Management, LLC 0.25% Reduce -2.6% 14,053 $1.5M
Grandview Asset Management LLC 0.56% Add +5.9% 14,049 $1.5M
Donaldson Capital Management, LLC 0.06% Add +0.1% 13,907 $1.5M
Paradigm Asset Management Co. LLC 0.41% Reduce -7.4% 13,800 $1.5M
Summit Trail Advisors, LLC 0.05% Add +65.5% 13,787 $1.5M
Northcape Wealth Management, LLC 0.48% Reduce -0.7% 13,716 $1.5M
Qtron Investments LLC 0.21% No change 13,706 $1.5M
Meridian Wealth Management, LLC 0.07% Reduce -0.1% 13,693 $1.5M
Meridian Financial Partners LLC 0.78% Add +0.3% 13,668 $1.5M
Trust Co. of Vermont 0.07% Reduce -2.8% 13,666 $1.5M
RNC Capital Management LLC 0.08% Reduce -6.3% 13,651 $1.5M
Trust Investment Advisors 0.94% Add +12.9% 13,637 $1.5M
Lineweaver Wealth Advisors, LLC 0.27% Add +10.9% 13,629 $1.5M
Weaver Capital Management LLC 0.41% Add +13.9% 13,605 $1.5M
Wedmont Private Capital 0.08% Add +15.2% 13,844 $1.5M
Jacobi Capital Management LLC 0.11% Reduce -2.1% 13,575 $1.5M
Dover Advisors, LLC 0.83% Reduce -0.4% 13,483 $1.5M
Capital Investment Counsel, Inc 0.22% Add +1.6% 13,373 $1.4M
Twin City Private Wealth, LLC 1.27% Reduce -13.5% 13,325 $1.4M
Compound Planning, Inc. 0.07% Add +7.4% 13,292 $1.4M
Perigon Wealth Management, LLC 0.04% Add +23.6% 13,042 $1.4M
MTM Investment Management, LLC 0.55% Reduce -0.3% 13,196 $1.4M
Fifth Third Wealth Advisors LLC 0.08% Add +33.6% 13,131 $1.4M
ZWJ Investment Counsel Inc. 0.06% Reduce -6.0% 13,062 $1.4M
Alpha Omega Wealth Management LLC 0.27% Add +1.6% 13,025 $1.4M
Advisor OS, LLC 0.16% Add +11.1% 13,017 $1.4M
Meeder Advisory Services, Inc. 0.09% Add +0.1% 13,002 $1.4M
Gibson Wealth Advisors LLC 1.16% No change 13,000 $1.4M
NFSG Corp 0.36% Add +29.7% 12,983 $1.4M
HUB Investment Partners, LLC 0.06% Reduce -0.9% 12,974 $1.4M
University of Texas/Texas Am Investment Management Co. 0.16% New 12,959 $1.4M
Patten Group, Inc. 0.31% Reduce -3.2% 12,919 $1.4M
Burke & Herbert Bank & Trust Co. 0.33% Reduce -1.7% 12,873 $1.4M
Kennondale Capital Management LLC 1.50% — 12,865 $1.4M
EverSource Wealth Advisors, LLC 0.08% Add +8.0% 12,852 $1.4M
Pullen Investment Management, LLC 0.90% Reduce -4.4% 12,847 $1.4M
Arkadios Wealth Advisors 0.08% Add +15.3% 12,781 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +26.4% 12,743 $1.4M
LongView Wealth Management 0.42% Add +0.5% 12,698 $1.4M
Farther Finance Advisors, LLC 0.05% Add +1.1% 12,678 $1.4M
Aviva PLC 0.00% No change 12,674 $1.4M
Nvwm, LLC 0.34% Add +2.2% 12,598 $1.4M
Brooks, Moore & Associates, Inc. 0.80% No change 12,583 $1.4M
Orca Wealth Management, LLC 1.22% — 12,534 $1.4M
Gables Capital Management Inc. 0.65% Reduce -2.4% 12,516 $1.3M
Williams Jones Wealth Management, LLC. 0.02% Add +2.5% 12,497 $1.3M
Bellecapital International Ltd. 0.24% Reduce -4.8% 12,446 $1.3M
Northeast Financial Consultants Inc 0.06% No change 12,422 $1.3M
Cornerstone Planning, LLC 0.51% — 12,418 $1.3M
Columbia Asset Management 0.26% Reduce -0.2% 12,378 $1.3M
Souders Financial Advisors 0.19% Add +19.4% 12,357 $1.3M
Excalibur Management Corp. 0.53% Reduce -0.6% 12,347 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.9% 12,322 $1.3M
Welch Group, LLC 0.06% Add +1.4% 12,316 $1.3M
Trivium Point Advisory, LLC 0.17% Add +0.3% 12,278 $1.3M
Claro Advisors Inc. 0.18% Reduce -6.7% 12,278 $1.3M
ROI Financial Advisors, LLC 0.90% Reduce -0.8% 12,263 $1.3M
Mystic Asset Management, Inc. 0.35% Add +10.6% 12,229 $1.3M
Point Windward Advisors Inc. 0.49% Reduce -0.2% 12,225 $1.3M
Callan Family Office, LLC 0.08% Add +416.6% 12,222 $1.3M
Focus Financial Network, Inc. 0.05% Add +0.2% 12,172 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% Reduce -5.6% 12,158 $1.3M
Tower Bridge Advisors 0.14% Add +39.4% 12,128 $1.3M
Smartleaf Asset Management LLC 0.13% Add +21.8% 12,058 $1.3M
MSH Capital Advisors LLC 0.41% Add +16.4% 12,037 $1.3M
Greenfield Savings Bank 0.62% No change 12,033 $1.3M
LS Investment Advisors, LLC 0.19% Add +2.4% 12,009 $1.3M
Inspire Trust Co, N.A. 0.33% Add +26.3% 12,000 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Add +3.4% 11,957 $1.3M
Evermay Wealth Management LLC 0.19% Add +9.6% 11,919 $1.3M
Silver Oak Securities, Incorporated 0.12% Reduce -1.8% 11,894 $1.3M
Bank Ozk 0.53% Reduce -5.8% 11,840 $1.3M
JT Stratford LLC 0.21% Reduce -0.8% 11,835 $1.3M
Caprock Group, LLC 0.04% Add +12.3% 11,828 $1.3M
Clearbridge Investments, LLC 0.00% No change 11,708 $1.3M
Voya Financial Advisors, Inc. 0.14% Reduce -8.7% 11,688 $1.3M
Modern Wealth Management, LLC 0.05% Add +29.6% 11,609 $1.3M
Aigen Investment Management, LP 0.22% Reduce -39.1% 11,593 $1.2M
GAMMA Investing LLC 0.11% Add +17.4% 11,575 $1.2M
Bfsg, LLC 0.15% Add +9.8% 11,549 $1.2M
Biltmore Family Office, LLC 0.21% Reduce -0.6% 11,510 $1.2M
Roxbury Financial LLC 1.19% — 10,583 $1.2M
Allen Wealth Management, LLC 0.89% Reduce -6.5% 11,493 $1.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Reduce -0.4% 11,460 $1.2M
Burkett Financial Services, LLC 0.50% Reduce -1.6% 11,458 $1.2M
LCNB Corp. 0.45% No change 11,442 $1.2M
Convergence Financial, LLC 0.25% Add +5.7% 11,410 $1.2M
Mufg Securities Americas Inc. 0.16% — 11,403 $1.2M
LMG Wealth Partners, LLC 0.27% Add +3.3% 11,358 $1.2M
Studio Investment Management LLC 0.26% Reduce -16.9% 11,338 $1.2M
HBK Sorce Advisory LLC 0.04% Add +11.0% 11,305 $1.2M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -5.2% 11,296 $1.2M
Fiduciary Trust Co 0.02% Add +1.9% 11,287 $1.2M
TrinityPoint Wealth, LLC 0.17% Reduce -60.7% 11,252 $1.2M
Ninepoint Partners LP 0.19% Add +23.4% 11,234 $1.2M
1ST Source Bank 0.07% Add +1.5% 11,208 $1.2M
Novare Capital Management LLC 0.10% Reduce -3.2% 11,191 $1.2M
Headlands Technologies LLC 0.12% Add +69.0% 11,159 $1.2M
First City Capital Management, Inc. 0.64% Reduce -1.1% 11,136 $1.2M
Ingalls & Snyder LLC 0.05% No change 11,114 $1.2M
Belpointe Asset Management LLC 0.07% Reduce -0.2% 10,490 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -1.5% 11,066 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -44.7% 11,027 $1.2M
Insigneo Advisory Services, LLC 0.12% Add +4.3% 10,949 $1.2M
Portside Wealth Group, LLC 0.20% Add +2.4% 10,946 $1.2M
Vest Financial, LLC 0.02% Add +42.4% 10,907 $1.2M
First National Corp. /Ma/ 0.27% Reduce -0.6% 10,905 $1.2M
Highview Capital Management LLC 0.45% New 10,891 $1.2M
Fourpath Capital Management, LLC 0.22% Reduce -1.7% 10,856 $1.2M
TCW Group Inc. 0.01% Add +2.6% 10,817 $1.2M
BayBridge Capital Group, LLC 0.84% Add +0.1% 10,802 $1.2M
Challenger Wealth Management 1.00% — 10,787 $1.2M
GMO 0.00% Add +10.8% 10,775 $1.2M
Atlas Brown,Inc. 0.40% Add +4.5% 10,759 $1.2M
Summit Global Investments 0.07% Reduce -32.9% 10,739 $1.2M
Cherokee Insurance Co 0.52% — 10,700 $1.2M
CreativeOne Wealth, LLC 0.04% Add +9.8% 10,697 $1.2M
Taylor Hoffman Capital Management LLC 0.42% Reduce -7.6% 10,691 $1.2M
Gibbs Wealth Management 0.31% Add +19.9% 10,658 $1.1M
Old National Bancorp 0.03% Add +3.1% 10,650 $1.1M
Farringdon Capital, Ltd. 0.47% — 10,604 $1.1M
Allen Capital Group, LLC 0.14% Add +0.3% 10,477 $1.1M
Ransom Advisory, Ltd 0.52% No change 10,412 $1.1M
Citizens Financial Group Inc. 0.02% Add +22.3% 10,399 $1.1M
Hayek Kallen Investment Management 0.41% Add +6.2% 10,346 $1.1M
Agp Franklin, LLC 0.68% — 10,329 $1.1M
Keystone Financial Group 0.11% Reduce -0.1% 10,327 $1.1M
Chicago Capital, LLC 0.03% Add +1.0% 10,263 $1.1M
Drake & Associates, LLC 0.31% New 9,596 $1.1M
Cooper Financial Group 0.13% Add +7.3% 10,201 $1.1M
Whalerock Point Partners, LLC 0.26% No change 10,127 $1.1M
WCG Wealth Advisors LLC 0.07% Reduce -3.3% 10,113 $1.1M
CW Advisors, LLC 0.01% Add +58.1% 10,167 $1.1M
First Dallas Securities Inc. 0.44% Add +1.5% 10,059 $1.1M
Trust Co of the South 0.22% Reduce -0.9% 10,047 $1.1M
Precedent Wealth Partners, LLC 0.35% Add +1.5% 10,028 $1.1M
Fortress Private Ledger, LLC 0.66% — 10,019 $1.1M
Delta Financial Advisors LLC 0.40% Add +1.6% 10,004 $1.1M
Valmark Advisers, Inc. 0.02% Add +2.3% 9,993 $1.1M
Edge Capital Group, LLC 0.05% Add +0.1% 9,865 $1.1M
Sollinda Capital Management LLC 0.29% Add +0.0% 9,864 $1.1M
SPC Financial, Inc. 0.09% Add +18.0% 9,848 $1.1M
Rollins Financial Advisors, LLC 0.17% Add +74.0% 9,833 $1.1M
Journey Advisory Group, LLC 0.13% No change 10,510 $1.1M
Winthrop Capital Management, LLC 0.28% Add +3.2% 9,743 $1.0M
Doliver Advisors, LP 0.29% Add +17.1% 9,736 $1.0M
Crowley Wealth Management, Inc. 0.92% — 9,715 $1.0M
CFS Investment Advisory Services, LLC 0.09% Reduce -0.2% 9,637 $1.0M
Outfitters Financial LLC 0.83% Add +4.0% 9,625 $1.0M
My Legacy Advisors, LLC 0.40% Reduce -0.6% 9,738 $1.0M
Ethic Inc. 0.02% Add +69.1% 9,594 $1.0M
Pines Wealth Management, LLC 0.45% — 9,744 $1.0M
Widmann Financial Services, Inc. 0.80% Add +0.6% 9,560 $1.0M
Procyon Advisors, LLC 0.07% Reduce -3.2% 9,550 $1.0M
United Bank 0.12% Reduce -0.9% 9,545 $1.0M
Cassia Capital Partners, LLC 0.66% Add +30.9% 9,536 $1.0M
JBR Co Financial Management Inc 0.63% Reduce -6.6% 9,528 $1.0M
Kellett Wealth Advisors, LLC 0.70% Reduce -1.2% 9,506 $1.0M
Stableford Capital II LLC 0.40% Reduce -1.6% 9,491 $1.0M
Blake Schutter Theil Wealth Advisors, LLC 1.08% Reduce -1.3% 9,474 $1.0M
Haverford Trust Co 0.01% Reduce -24.5% 9,471 $1.0M
SageView Advisory Group, LLC 0.04% Add +3.8% 9,421 $1.0M
Fca Corp. 0.32% Reduce -0.7% 9,413 $1.0M
First National Advisers, LLC 0.16% Reduce -13.3% 9,376 $1.0M
Peoples Financial Services Corp. 0.47% Reduce -0.5% 9,335 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Add +24.9% 9,262 $998K
Ascentis Independent Advisors 0.19% Add +74.1% 9,259 $998K
Keynote Financial Services LLC 0.77% Reduce -1.3% 9,254 $997K
Sumitomo Life Insurance Co. 0.02% Reduce -3.0% 9,220 $993K
Ballentine Partners, LLC 0.02% Add +4.6% 9,195 $991K
Heritage Investors Management Corp. 0.03% Add +13.1% 9,177 $989K
Beacon Financial Advisory LLC 0.32% Reduce -1.8% 9,143 $985K
Morningstar Investment Management LLC 0.08% No change 9,128 $983K
Western Wealth Management, LLC 0.05% Add +2.1% 9,111 $982K
Plan Group Financial, LLC 0.52% Add +13.4% 9,104 $981K
Checchi Capital Advisers, LLC 0.07% Reduce -0.3% 9,032 $973K
Kovack Advisors, Inc. 0.10% Add +7.5% 9,030 $973K
Foster Victor Wealth Advisors, LLC 0.07% Add +1.3% 8,848 $967K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -1.8% 8,973 $967K
Avantax Planning Partners, Inc. 0.03% Reduce -3.4% 8,964 $966K
Financial Partners Group, LLC 0.40% Add +39.3% 8,956 $965K
Field & Main Bank 0.34% Add +15.7% 8,935 $963K
Great Valley Advisor Group, Inc. 0.02% Reduce -28.9% 8,925 $962K
Sawyer & Company, Inc 0.36% Reduce -20.3% 8,917 $961K
Balboa Wealth Partners 0.22% Add +7.4% 8,891 $958K
Occudo Quantitative Strategies LP 0.17% New 8,882 $957K
Gratus Wealth Advisors, LLC 0.15% Reduce -0.7% 8,879 $957K
Machina Capital S.A.S. 0.40% Reduce -20.7% 8,854 $954K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +4.1% 8,842 $953K
InTrack Investment Management Inc 0.66% Add +22.9% 8,913 $952K
TCV Trust & Wealth Management, Inc. 0.09% No change 8,821 $950K
NovaPoint Capital, LLC 0.29% Add +3.0% 8,793 $947K
Steph & Co. 0.32% Reduce -2.8% 8,790 $947K
Brooklyn Investment Group 0.28% Add +6.3% 8,779 $946K
Chesley Taft & Associates LLC 0.04% No change 8,765 $944K
Stratos Wealth Advisors, LLC 0.05% Add +3.6% 8,737 $941K
Comprehensive Financial Consultants Institutional, Inc. 0.34% Reduce -6.8% 8,718 $939K
Allred Capital Management, LLC 0.36% Add +0.1% 8,712 $939K
Intrust Bank NA 0.10% Reduce -7.5% 8,698 $937K
Neville Rodie & Shaw Inc. 0.07% Add +0.8% 8,696 $937K
Andrew Hill Investment Advisors, Inc. 0.69% Reduce -74.1% 8,610 $928K
Financial Advocates Investment Management 0.05% Add +28.9% 8,551 $921K
Thrive Wealth Management, LLC 0.17% Reduce -1.3% 8,548 $921K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -5.9% 8,530 $919K
Arete Wealth Advisors, LLC 0.07% Add +57.4% 8,519 $917K
Guardian Wealth Advisors, LLC / NC 0.07% Add +5.1% 8,501 $916K
Archford Capital Strategies, LLC 0.14% Reduce -0.1% 8,455 $911K
Albion Financial Group 0.06% Add +18.8% 8,369 $902K
EPG Wealth Management LLC 0.24% Reduce -0.8% 8,350 $900K
Ancora Advisors LLC 0.02% Reduce -2.0% 8,348 $899K
Frank, Rimerman Advisors LLC 0.07% Add +8.0% 8,342 $899K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.7% 8,319 $896K
Parallel Advisors, LLC 0.02% Reduce -1.7% 8,284 $893K
Chapin Davis, Inc. 0.29% No change 7,675 $885K
Segment Wealth Management, LLC 0.06% Add +1.4% 8,195 $883K
High Net Worth Advisory Group LLC 0.25% No change 8,169 $880K
Cascades Capital Asset Management, LLC 0.48% Add +0.1% 8,159 $879K
Hexagon Capital Partners LLC 0.16% Add +3.6% 8,144 $877K
Harbour Trust & Investment Management Co 0.10% Add +0.1% 8,132 $876K
Oakworth Capital, Inc. 0.06% Reduce -4.3% 8,099 $873K
BNP Paribas 0.01% No change 8,111 $872K
Verity Asset Management, Inc. 0.49% Add +7.0% 9,428 $871K
First National Bank & Trust Co. of Newtown 0.18% Reduce -0.5% 8,078 $870K
Capital Advisors Inc. 0.02% Reduce -4.9% 8,074 $870K
Marcum Wealth, LLC 0.08% Add +1.7% 8,068 $869K
Horizon Financial Services, LLC 0.49% Reduce -8.0% 8,057 $868K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.0% 8,050 $867K
Shepherd Kaplan Krochuk, LLC 0.72% Reduce -12.7% 8,029 $865K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Reduce -0.4% 8,011 $863K
Jump Financial, LLC 0.02% Reduce -45.0% 8,005 $862K
Visionary Horizons, LLC 0.57% Reduce -5.4% 8,003 $862K
Whittier Trust Co. 0.01% Add +1.7% 7,999 $862K
Marshall Financial Group, LLC 0.21% Reduce -5.8% 7,992 $861K
LifePlan Financial, LLC 0.76% Add +28.1% 7,977 $859K
Abacus Planning Group, Inc. 0.15% Add +4.8% 7,967 $858K
KLCM Advisors, Inc. 0.10% Add +8.7% 7,964 $858K
Bank of Hawaii 0.05% Reduce -10.4% 7,959 $858K
MADDEN SECURITIES Corp 0.34% No change 7,924 $854K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $850K
Cigna Investments Inc. 0.15% Reduce -0.7% 7,849 $846K
Johnson Financial Group, Inc. 0.04% Reduce -15.1% 7,525 $843K
Diversified Trust Co. 0.02% Add +9.7% 7,819 $843K
Huntleigh Advisors, Inc. 0.18% — 7,797 $840K
Retirement Guys Formula LLC 0.42% Add +10.5% 7,794 $840K
Essex Bank 0.21% Add +6.0% 7,782 $838K
OneAscent Financial Services LLC 0.07% Add +25.5% 7,718 $832K
Cannon Financial Strategists, Inc. 0.14% Add +5.3% 7,714 $831K
Community Bank of Raymore 0.65% Reduce -12.1% 7,690 $829K
Wulff, Hansen & Co. 0.78% No change 7,675 $827K
Banco Santander, S.A. 0.01% Add +7.2% 7,643 $823K
Delta Financial Group, Inc. 0.19% Add +0.2% 7,594 $818K
Fiduciary Group, LLC 0.08% No change 7,546 $813K
Arax Advisory Partners 0.05% Add +253.0% 7,541 $812K
MIdWestOne Financial Group, Inc. 0.11% Reduce -3.5% 7,515 $810K
Radnor Capital Management, LLC 0.14% Reduce -22.7% 7,503 $808K
Everhart Financial Group, Inc. 0.17% Reduce -4.0% 7,478 $806K
USA Financial Formulas 0.13% New 7,460 $804K
Cadence Bank 0.05% Reduce -14.7% 7,412 $799K
Cape Investment Advisory, Inc. 0.31% Reduce -7.3% 7,412 $799K
Diligent Investors, LLC 0.18% Reduce -0.8% 7,410 $798K
KCM Investment Advisors LLC 0.03% Reduce -0.2% 7,380 $795K
Rehmann Capital Advisory Group 0.05% Reduce -0.1% 7,341 $791K
Independent Financial Group, LLC 0.03% Add +0.5% 7,315 $788K
Quadrant Capital Group LLC 0.05% Add +0.7% 7,273 $784K
Bearing Point Capital, LLC 0.16% — 7,255 $782K
V-Square Quantitative Management LLC 0.11% Add +1.4% 7,233 $779K
Keudell/Morrison Wealth Management 0.20% Add +2.7% 7,227 $779K
Trust Point Inc. 0.05% Add +1.5% 7,220 $778K
Reaves W H & Co. Inc. 0.02% Reduce -87.0% 7,215 $777K
Ritholtz Wealth Management 0.02% Add +2.5% 7,208 $777K
Prossimo Advisors, LLC 0.56% Add +0.1% 7,202 $776K
L.M. Kohn & Company 0.20% Add +4.6% 7,185 $774K
Walleye Capital LLC 0.01% Reduce -52.5% 7,126 $768K
CoreCap Advisors, LLC 0.03% Add +0.3% 7,111 $766K
Schmidt P J Investment Management Inc. 0.13% Reduce -0.7% 7,103 $765K
Archer Investment Corp 0.20% Add +6.1% 7,088 $764K
Mayflower Financial Advisors, LLC 0.11% Add +0.6% 7,075 $762K
WASHINGTON TRUST Co 0.03% Add +3.2% 7,037 $758K
McGrath & Associates, Inc. 1.53% — 7,036 $758K
Aviance Capital Partners, LLC 0.10% Reduce -64.7% 7,025 $757K
John G Ullman & Associates Inc. 0.11% Add +1.0% 7,025 $757K
West Family Investments, Inc. 0.26% Reduce -3.6% 7,023 $757K
Danske Bank A/S 0.00% No change 6,987 $753K
Optimum Investment Advisors 0.33% No change 6,968 $751K
Continuum Advisory, LLC 0.10% Add +0.5% 6,961 $750K
Adapt Wealth Advisors, LLC 0.37% Add +3.1% 6,945 $748K
First Command Advisory Services, Inc. 0.01% No change 6,903 $744K
Wills Financial Group, Inc. 0.32% Reduce -0.6% 6,870 $740K
Sargent Investment Group, LLC 0.12% Add +115.7% 6,966 $739K
HM Payson & Co. 0.01% Reduce -6.7% 6,859 $739K
Baldwin Investment Management, LLC 0.10% Reduce -20.7% 6,846 $738K
Mediolanum International Funds Ltd 0.01% New 6,864 $738K
Sandy Spring Bank 0.03% Reduce -11.8% 6,838 $737K
NorthRock Partners, LLC 0.02% Add +8.9% 6,827 $736K
Legacy Wealth Asset Management, LLC 0.20% Reduce -3.0% 6,814 $734K
United Community Bank 0.29% Reduce -1.0% 6,806 $733K
Paradigm Capital Management, LLC 0.69% Add +3.4% 6,797 $732K
Mitchell Sinkler & Starr 0.19% Reduce -42.8% 6,782 $731K
Cross Staff Investments Inc 0.51% No change 6,781 $731K
CI Investments Inc. 0.00% Add +16.8% 6,775 $730K
Brighton Jones LLC 0.02% Add +11.6% 6,754 $728K
Corps Capital Advisors, LLC 0.74% — 6,743 $726K
Smith Thornton Advisors LLC 0.46% Add +14.8% 6,732 $725K
Wealth Management Associates, Inc. 0.31% No change 6,712 $723K
Powers Advisory Group, LLC 0.36% Add +0.7% 6,697 $722K
Hengehold Capital Management LLC 0.07% Reduce -2.7% 6,688 $721K
Claris Financial LLC 0.47% — 6,684 $720K
Avior Wealth Management, LLC 0.03% Reduce -8.7% 6,670 $719K
Kavar Capital Partners Group, LLC 0.12% No change 6,662 $718K
Northstar Financial Companies, Inc. 0.68% — 6,660 $718K
Fidelis Capital Partners, LLC 0.07% Add +22.6% 6,325 $716K
MBL Wealth, LLC 0.07% Add +6.9% 6,645 $716K
Atlanta Consulting Group Advisors, LLC 0.26% Reduce -54.2% 6,626 $714K
Caldwell Sutter Capital, Inc. 0.33% Add +0.5% 6,590 $710K
Sapient Capital LLC 0.01% Add +0.3% 6,582 $709K
Canal Capital Management, LLC 0.11% Reduce -90.7% 6,580 $709K
Bigelow Investment Advisors, LLC 0.33% Reduce -2.0% 6,550 $706K
SBI Securities Co., Ltd. 0.02% — 6,547 $705K
Kanawha Capital Management LLC 0.06% Reduce -0.9% 6,529 $703K
Kapstone Financial Advisors LLC 0.38% No change 6,358 $703K
Rithm Capital Corp. 2.85% New 6,500 $700K
O'Keefe Stevens Advisory, Inc. 0.22% Add +41.5% 6,499 $700K
Cidel Asset Management Inc. 0.05% No change 6,482 $698K
Manchester Capital Management LLC 0.08% Add +0.1% 6,479 $698K
Crescent Sterling, Ltd. 0.72% No change 6,478 $698K
Lake Street Advisors Group, LLC 0.03% Add +0.8% 6,477 $698K
Spire Wealth Management 0.02% Add +0.9% 6,466 $697K
Moneta Group Investment Advisors LLC 0.01% Add +6.3% 6,454 $695K
Stockman Wealth Management, Inc. 0.11% Add +8.1% 6,433 $693K
Armstrong Advisory Group, Inc. 0.06% Reduce -3.3% 6,398 $689K
Dearborn Partners LLC 0.03% Add +0.6% 6,389 $688K
Ables, Iannone, Moore & Associates, Inc. 0.42% Reduce -1.9% 6,313 $680K
Northwest Bancshares, Inc. 0.13% Reduce -15.9% 6,307 $680K
Edgewood Management LLC 0.00% No change 6,302 $679K
Finward Bancorp 0.59% — 6,300 $679K
Concord Wealth Partners 0.11% Add +10.5% 6,274 $676K
Financial Management Professionals, Inc. 0.09% Add +10.3% 6,270 $676K
Headinvest, LLC 0.13% Reduce -9.6% 6,255 $674K
NBT Bank, N.A. 0.05% Add +4.7% 6,253 $674K
Visionary Wealth Advisors 0.04% Reduce -1.1% 6,247 $673K
Cornerstone Advisory, LLC 0.08% Reduce -9.9% 6,029 $673K
Carret Asset Management, LLC 0.07% No change 6,238 $672K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.2% 6,219 $670K
Bridges Investment Management Inc. 0.01% Add +8.1% 6,182 $666K
Future Financial Wealth Managment LLC 0.48% Reduce -18.8% 6,154 $663K
Altfest L J & Co. Inc. 0.08% Reduce -16.1% 6,135 $661K
McDaniel Terry & Co. 0.05% Add +69.7% 6,117 $659K
Personal Cfo Solutions, LLC 0.13% Add +7.8% 6,115 $659K
AA Financial Advisors, LLC 0.17% Add +14.4% 6,089 $656K
Thoroughbred Financial Services, LLC 0.04% Reduce -0.5% 6,093 $656K
Coppell Advisory Solutions LLC 0.09% Add +31.4% 6,061 $653K
Carnegie Investment Counsel 0.02% Reduce -0.4% 6,056 $652K
Parkside Financial Bank & Trust 0.09% Add +0.2% 6,047 $652K
Flow Traders U.S. LLC 0.03% New 6,044 $651K
ICONIQ Capital, LLC 0.01% Add +152.7% 6,042 $651K
Hills Bank & Trust Co 0.05% No change 6,039 $651K
Waters Parkerson & Co., LLC 0.03% Reduce -2.0% 6,022 $649K
Lantz Financial LLC 0.17% Add +1.8% 6,011 $648K
Supplemental Annuity Collective Trust of NJ 0.19% No change 6,000 $646K
Clifford Swan Investment Counsel LLC 0.02% No change 5,991 $645K
Mather Group, Llc. 0.01% Add +17.7% 5,980 $644K
SeaCrest Wealth Management, LLC 0.07% Add +2.3% 5,975 $644K
Gladstone Institutional Advisory LLC 0.03% Reduce -1.3% 5,972 $643K
NWF Advisory Services Inc. 0.09% New 5,967 $643K
NewEdge Wealth, LLC 0.01% Add +2.7% 5,953 $641K
Pitcairn Co. 0.04% Reduce -1.1% 5,952 $641K
Eastern Bank 0.01% Add +12.6% 5,947 $641K
Silverlake Wealth Management LLC 0.25% Add +0.1% 5,945 $641K
AdvisorNet Financial, Inc 0.05% Add +13.2% 5,943 $640K
Ausdal Financial Partners, Inc. 0.06% Add +4.0% 5,936 $640K
CX Institutional 0.03% Add +70.2% 5,914 $637K
Persium Advisors, LLC 0.63% — 5,914 $637K
CHICAGO TRUST Co NA 0.12% Add +36.3% 5,912 $637K
Aspen Wealth Strategies, LLC 0.41% Add +10.7% 5,899 $636K
Smith Chas P & Associates Pa Cpas 0.04% Add +0.0% 5,890 $635K
Legacy Financial Advisors, Inc. 0.10% Reduce -0.4% 5,888 $634K
Main Street Financial Solutions, LLC 0.06% Add +25.2% 5,885 $634K
Guyasuta Investment Advisors Inc. 0.04% No change 5,865 $632K
United Bank 0.27% Add +23.0% 5,861 $631K
Bank of New Hampshire 0.16% No change 5,850 $630K
Whittier Trust Co. of Nevada Inc. 0.02% Add +22.8% 5,827 $628K
Passumpsic Savings Bank 0.39% Add +1.4% 5,818 $627K
Aegis Wealth Management LLC 0.42% — 5,803 $625K
Grove Bank & Trust 0.09% Add +5.3% 5,803 $625K
Glen Eagle Advisors, LLC 0.10% Add +0.6% 5,788 $624K
Transform Wealth, LLC 0.03% Add +49.3% 5,768 $621K
Independence Bank of Kentucky 0.10% Reduce -0.1% 5,762 $621K
Centiva Capital, LP 0.02% Reduce -70.7% 5,750 $620K
Gateway Investment Advisers LLC 0.01% Add +28.0% 5,739 $618K
Groesbeck Investment Management Corp. 0.80% New 5,733 $618K
Monetary Management Group Inc. 0.16% No change 5,733 $618K
Venture Visionary Partners LLC 0.03% Reduce -2.0% 5,722 $617K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -23.3% 5,719 $616K
Centre Asset Management, LLC 0.14% Add +7.7% 5,721 $616K
Verity & Verity, LLC 0.06% New 5,716 $616K
E&G Advisors, LLC 0.17% Add +3.6% 5,700 $614K
Moody National Bank Trust Division 0.06% Add +4.7% 5,695 $614K
Capital Analysts, LLC 0.02% Add +16.9% 5,683 $612K
Nilsine Partners, LLC 0.07% Reduce -10.8% 5,680 $612K
Kuhn & Co Investment Counsel 0.52% No change 5,676 $612K
BCGM Wealth Management, LLC 0.19% Reduce -2.2% 5,642 $608K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.8% 5,635 $607K
Investment Advisory Services Inc. /TX 0.21% No change 5,634 $607K
Wellington Shields & Co., LLC 0.19% No change 5,631 $607K
First Financial Bank - Trust Division 0.06% Add +14.8% 5,617 $605K
Garrett Wealth Advisory Group, LLC 0.14% Add +11.5% 5,582 $601K
Wilkins Investment Counsel Inc. 0.09% No change 5,565 $600K
Gryphon Financial Partners LLC 0.09% Add +9.9% 5,561 $599K
Eisler Capital Management Ltd. 0.02% — 5,541 $598K
Bowen Hanes & Co. Inc. 0.02% No change 5,543 $597K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +8.1% 5,541 $597K
Palogic Value Management, L.P. 0.24% No change 5,537 $597K
Agate Pass Investment Management, LLC 0.27% Reduce -0.9% 5,533 $596K
Phillips Wealth Planners LLC 0.59% Add +5.0% 5,597 $593K
Register Financial Advisors LLC 0.30% Add +0.0% 5,459 $588K
RB Capital Management, LLC 0.14% Add +0.5% 5,454 $588K
Quest 10 Wealth Builders, Inc. 0.58% — 5,448 $587K
Centaurus Financial, Inc. 0.04% Add +5.2% 5,409 $583K
Retirement Planning Co of New England, Inc. 0.28% Reduce -1.1% 5,399 $582K
Trilogy Capital Inc. 0.03% Reduce -1.6% 5,395 $581K
Tudor Financial Inc. 0.34% Add +33.9% 5,387 $580K
Crestwood Advisors Group, LLC 0.01% Add +5.5% 5,379 $580K
Finivi Inc. 0.46% Add +5.1% 5,377 $579K
Cyndeo Wealth Partners, LLC 0.04% Add +0.4% 5,358 $577K
Fulton Breakefield Broenniman LLC 0.04% Add +21.2% 5,351 $577K
Pittenger & Anderson Inc. 0.02% No change 5,350 $576K
Apexium Financial, LP 0.03% Add +4.1% 5,343 $576K
First Financial Group Corp 0.64% — 5,339 $575K
Grey Ledge Advisors, LLC 0.15% Add +0.3% 5,332 $575K
Concord Asset Management, LLC 0.13% Add +10.7% 5,332 $575K
Fisher Asset Management 0.00% Add +50.4% 5,317 $573K
Roundview Capital LLC 0.04% Add +1.4% 5,275 $568K
Sherbrooke Park Advisers LLC 0.18% Reduce -63.7% 5,273 $568K
Nwam LLC 0.04% Add +3.7% 5,270 $568K
Howard Capital Management, LLC 0.01% Reduce -26.0% 5,257 $566K
Wendell David Associates Inc. 0.06% Add +2.0% 5,240 $565K
Probity Advisors, Inc. 0.11% Add +5.8% 5,211 $561K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +5.8% 5,179 $558K
YANKCOM Partnership 0.30% — 5,164 $556K
JFS Wealth Advisors, LLC 0.04% Add +1.7% 5,156 $556K
Graypoint LLC 0.03% Add +2.6% 5,151 $555K
Busey Bank 0.02% Reduce -4.6% 5,144 $554K
Gray Wealth Management Inc. 0.21% Add +0.2% 5,136 $553K
Crewe Advisors LLC 0.08% Reduce -6.3% 5,110 $551K
WealthPlan Investment Management, LLC 0.05% Add +62.2% 5,110 $551K
Three Magnolias Financial Advisors, LLC 0.58% — 5,083 $548K
Walker Asset Management, LLC 0.34% Add +2.8% 5,076 $547K
Petra Financial Advisors Inc. 0.37% Add +0.4% 5,065 $546K
Intrua Financial, LLC 0.09% Reduce -13.2% 5,063 $545K
Apella Capital, LLC 0.02% Add +58.2% 5,057 $545K
Firethorn Wealth Partners, LLC 0.27% Add +0.4% 5,057 $545K
Cypress Wealth Services, LLC 0.11% Reduce -8.9% 5,053 $544K
Bill Few Associates, Inc. 0.19% Reduce -0.5% 5,050 $544K
Hudson Value Partners, LLC 0.20% Reduce -4.0% 5,040 $543K
CVA Family Office, LLC 0.09% Reduce -3.2% 5,035 $542K
Northstar Advisory Group, LLC 0.28% Reduce -0.5% 5,029 $542K
PSI Advisors, LLC 0.16% Reduce -10.5% 5,013 $540K
Level Wealth Management LLC 0.38% — 5,008 $540K
Broyhill Asset Management, LLC 0.47% — 5,003 $539K
Picton Mahoney Asset Management 0.02% Add +54.7% 5,002 $539K
Catalyst Financial Partners LLC 0.10% Reduce -6.7% 5,002 $539K
Choate Investment Advisors 0.01% New 4,988 $537K
Novus Advisors, LLC 0.53% — 4,983 $537K
Diversify Wealth Management, LLC 0.04% Add +2.1% 5,064 $536K
Destination Wealth Management 0.02% Add +1.6% 4,976 $536K
Sierra Summit Advisors LLC 0.11% Add +32.0% 4,969 $535K
Hudock, Inc. 0.09% Reduce -4.7% 4,935 $532K
Washington Capital Management, Inc. 0.42% Reduce -6.5% 4,930 $531K
Oxford Asset Management LLP 0.24% Reduce -43.3% 4,900 $528K
Octavia Wealth Advisors, LLC 0.06% Add +0.3% 4,899 $528K
PBMares Wealth Management LLC 0.11% No change 4,886 $526K
Clearwater Capital Advisors, LLC 0.05% Reduce -2.3% 4,884 $526K
Aspen Investment Management Inc 0.24% Reduce -3.5% 4,869 $525K
XML Financial, LLC 0.05% Reduce -1.9% 4,870 $525K
HHM Wealth Advisors, LLC 0.07% Add +1.6% 4,870 $525K
Crews Bank & Trust 0.09% — 4,868 $524K
MBA Advisors LLC 0.27% Reduce -2.9% 4,864 $524K
Financial Security Advisor, Inc. 0.13% Add +0.1% 4,862 $524K
Larson Financial Group LLC 0.03% Add +56.1% 4,856 $523K
Bard Financial Services, Inc. 0.06% No change 4,855 $523K
Edge Financial Advisors LLC 0.47% Add +1.0% 4,853 $523K
Associated Banc-Corp 0.02% Reduce -0.5% 4,848 $522K
TFG Advisers LLC 0.19% Add +2.9% 4,848 $522K
Cordatus Wealth Management LLC 0.14% Add +8.0% 4,849 $522K
Roberts Glore & Co. Inc. 0.15% No change 4,844 $522K
Spinnaker Trust 0.03% Reduce -0.7% 4,818 $519K
Tyche Wealth Partners LLC 0.11% No change 4,818 $519K
Wolff Financial Management LLC 0.14% No change 4,810 $518K
Americana Partners, LLC 0.02% Add +2.9% 4,807 $518K
Hendershot Investments Inc. 0.07% Reduce -5.0% 4,805 $518K
Davis R M Inc. 0.01% Add +25.4% 4,786 $516K
Oak Hill Wealth Advisors, LLC 0.12% — 4,773 $514K
Bar Harbor Wealth Management 0.03% Reduce -0.8% 4,770 $514K
McKinley Carter Wealth Services, Inc. 0.03% Add +1.6% 4,763 $513K
Sonora Investment Management Group, LLC 0.04% Add +22.6% 4,735 $510K
Flputnam Investment Management Co. 0.01% Add +2.8% 4,707 $507K
Fidelity D & D Bancorp Inc. 0.34% Reduce -9.0% 4,703 $507K
GTS Securities LLC 0.02% Reduce -73.3% 4,695 $506K
Sunbelt Securities, Inc. 0.04% Add +20.7% 4,696 $506K
Maven Securities LTD 0.08% New 4,691 $505K
Quantbot Technologies LP 0.02% New 4,678 $504K
Asset Advisors Investment Management, LLC 0.05% Reduce -7.4% 4,673 $503K
True Vision MN LLC 0.30% Reduce -1.4% 4,661 $502K
Chiron Capital Management, LLC 0.47% Reduce -34.8% 4,654 $501K
Traphagen Investment Advisors LLC 0.05% Reduce -4.6% 4,642 $500K
Pinnacle West Asset Management, Inc. 0.36% Add +2.2% 4,640 $500K
RIA Advisory Group LLC 0.17% Add +2.4% 4,640 $500K
St Germain D J Co. Inc. 0.02% Add +55.6% 4,618 $498K
Patton Albertson Miller Group, LLC 0.07% Reduce -2.0% 4,601 $496K
Princeton Capital Management LLC 0.15% Add +7.9% 4,598 $495K
Prairie Sky Financial Group LLC 0.30% No change 4,596 $495K
Avestar Capital, LLC 0.04% Add +12.7% 4,578 $493K
Sculati Wealth Management, LLC 0.20% Add +31.5% 4,575 $493K
Novak & Powell Financial Services, Inc. 0.29% Add +0.1% 4,574 $493K
Blue Fin Capital, Inc. 0.09% Add +6.3% 4,573 $493K
Kenora Financial, LLC 0.20% Add +3.8% 4,565 $492K
McDonough Capital Management, Inc 0.30% Add +10.8% 4,562 $492K
111 Capital 0.10% — 4,561 $491K
Wealthquest Corp 0.04% Add +1.8% 4,560 $491K
Doheny Asset Management 0.37% Reduce -35.4% 4,553 $491K
D.B. Root & Company, LLC 0.16% Reduce -2.3% 4,555 $491K
Midland Wealth Advisors, LLC 0.03% Add +2.8% 4,550 $490K
Beese Fulmer Investment Management, Inc. 0.04% Add +3.1% 4,533 $488K
Salomon & Ludwin, LLC 0.05% Reduce -0.1% 4,528 $488K
Bison Wealth, LLC 0.06% — 4,526 $488K
Adirondack Trust Co. 0.19% Reduce -0.7% 4,525 $487K
Community Financial Services Group, LLC 0.10% Reduce -19.4% 4,519 $487K
O'ROURKE & COMPANY, Inc 0.24% Reduce -1.8% 4,515 $486K
Members Trust Co 0.02% Add +0.2% 4,498 $485K
Hummer Financial Advisory Services Inc 0.38% No change 4,474 $482K
WBH Advisory Inc. 0.04% Reduce -12.9% 4,471 $482K
Costello Asset Management, INC 0.32% Reduce -33.0% 4,459 $480K
TBH Global Asset Management, LLC 0.11% No change 4,455 $480K
SignalPoint Asset Management, LLC 0.12% Reduce -0.2% 4,432 $478K
Hodges Capital Management Inc. 0.03% No change 4,423 $477K
Blueprint Investment Partners LLC 0.08% Add +10.8% 4,416 $476K
OmniStar Financial Group, Inc. 0.38% Reduce -6.3% 4,415 $476K
Greatmark Investment Partners, Inc. 0.06% Reduce -2.2% 4,391 $473K
CNB Bank 0.22% Reduce -10.6% 4,384 $472K
Capital Square, LLC 0.27% Reduce -54.6% 4,298 $472K
Tiemann Investment Advisors, LLC 0.21% No change 4,373 $471K
Hancock Whitney Corp. 0.01% Add +4.8% 4,368 $471K
Accurate Wealth Management, LLC 0.09% Add +1.3% 4,434 $469K
Vista Investment Partners Ii, LLC 0.28% — 4,340 $468K
Baker Avenue Asset Management, LP 0.01% Add +14.6% 4,339 $468K
Argus Investors' Counsel, Inc. 0.31% No change 4,338 $467K
LVM Capital Management Ltd. 0.05% Add +9.0% 4,312 $465K
WINTON GROUP Ltd 0.03% Add +61.5% 4,311 $464K
Boston Financial Mangement LLC 0.01% No change 4,308 $464K
Atlas Private Wealth Advisors 0.07% Add +3.1% 4,294 $463K
Trueblood Wealth Management, LLC 0.23% Reduce -2.8% 4,277 $461K
Longfellow Investment Management Co. LLC 0.12% Reduce -6.1% 4,262 $459K
Flagship Harbor Advisors, LLC 0.02% Add +5.7% 4,256 $459K
Bedel Financial Consulting, Inc. 0.06% Add +0.7% 4,022 $458K
Wright Investors Service Inc. 0.15% Reduce -67.7% 4,248 $458K
Allegheny Financial Group 0.12% Reduce -8.9% 4,247 $458K
Centennial Bank 0.21% Reduce -1.0% 4,229 $456K
Waterloo Capital, L.P. 0.05% Add +3.4% 4,228 $456K
WestEnd Advisors, LLC 0.01% Reduce -98.9% 4,227 $455K
KPP Advisory Services LLC 0.11% Add +18.8% 4,226 $455K
R Squared Ltd 0.44% — 4,220 $455K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -2.5% 4,206 $453K
Bray Capital Advisors 0.12% No change 4,205 $453K
Denali Advisors LLC 0.05% Reduce -40.9% 4,200 $453K
Two Sigma Securities, LLC 0.08% New 4,197 $452K
Saxony Capital Management, LLC 0.40% Reduce -14.2% 4,193 $452K
Investment Partners Asset Management, Inc. 0.35% No change 4,178 $450K
Venturi Wealth Management, LLC 0.02% Reduce -13.8% 4,178 $450K
Clarius Group, LLC 0.03% Add +0.8% 4,169 $449K
Garner Asset Management Corp 0.20% Reduce -3.9% 4,168 $449K
Cadinha & Co. LLC 0.07% Add +28.7% 4,163 $449K
Dynamic Technology Lab Private Ltd 0.07% Reduce -91.6% 4,160 $448K
Knollwood Investment Advisory, LLC 0.05% No change 4,142 $446K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.1% 4,136 $446K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +54.8% 4,121 $444K
Letko, Brosseau & Associates Inc. 0.01% No change 4,100 $442K
Journey Strategic Wealth LLC 0.02% Add +17.1% 4,093 $441K
Guardian Investment Management 0.31% Reduce -6.0% 4,089 $441K
Arbor Investment Advisors, LLC 0.06% Reduce -63.4% 4,075 $439K
RiverFront Investment Group, LLC 0.01% Add +2.1% 4,075 $439K
Campion Asset Management 0.33% Reduce -5.6% 4,068 $438K
Transce3nd, LLC 0.15% — 4,065 $438K
CMG Global Holdings, LLC 0.24% Reduce -2.9% 4,026 $438K
Alliance Wealth Advisors, LLC 0.11% Add +2.3% 4,052 $437K
Golden State Wealth Management, LLC 0.07% — 4,042 $436K
NCM Capital Management, LLC 0.20% No change 4,029 $434K
Park Place Capital Corp 0.12% Reduce -9.8% 4,027 $434K
Conning Inc. 0.02% Reduce -19.2% 4,027 $434K
Zacks Investment Management 0.00% Reduce -2.2% 4,024 $434K
Southland Equity Partners LLC 0.10% Add +4.0% 4,016 $433K
One Capital Management, LLC 0.01% Add +0.1% 4,010 $432K
Marotta Asset Management 0.09% Reduce -1.1% 3,982 $429K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.4% 3,979 $429K
Premier Path Wealth Partners, LLC 0.07% Add +11.8% 3,973 $428K
Verum Partners LLC 0.12% Reduce -3.7% 3,972 $428K
IFC Advisors LLC 0.09% — 3,964 $427K
Summit Asset Management, LLC 0.07% Add +25.4% 3,955 $426K
Westmount Partners, LLC 0.13% Add +0.7% 3,954 $426K
New Hampshire Trust 0.09% Add +14.0% 3,943 $425K
Callan Capital, LLC 0.03% Add +36.9% 3,943 $425K
Lantern Wealth Advisors, LLC 0.27% No change 3,920 $422K
Searle & Co. 0.12% Add +34.0% 3,911 $421K
CFO4Life Group, LLC 0.07% Add +4.2% 3,903 $421K
IronBridge Private Wealth, LLC 0.15% No change 3,903 $421K
PFG Advisors 0.03% Add +1.5% 3,892 $419K
Almanack Investment Partners, LLC. 0.06% No change 3,886 $419K
Kiely Wealth Advisory Group, Inc. 0.27% Add +0.2% 3,608 $417K
Latitude Advisors, LLC 0.23% Reduce -6.8% 3,869 $417K
Fulcrum Equity Management 0.41% Reduce -4.6% 3,842 $414K
Catalina Capital Group, LLC 0.14% Add +9.1% 3,829 $413K
Syon Capital LLC 0.04% Reduce -19.2% 3,811 $411K
Aaron Wealth Advisors LLC 0.05% Add +68.4% 3,801 $410K
Aspen Grove Capital, LLC 0.09% Reduce -11.6% 3,799 $409K
Capital Asset Advisory Services LLC 0.02% Add +0.5% 3,797 $409K
Brandywine Oak Private Wealth LLC 0.04% Add +4.4% 3,790 $408K
Virtu Financial LLC 0.02% Reduce -78.3% 3,791 $408K
Aprio Wealth Management, LLC 0.06% Add +62.0% 3,782 $407K
Mayfair Advisory Group, LLC 0.24% Reduce -5.5% 3,778 $407K
Genesis Private Wealth, LLC 0.22% — 3,759 $405K
Veltria Advisors Corp. 0.17% Reduce -5.3% 3,756 $405K
AlphaCore Capital LLC 0.09% Add +0.3% 3,756 $405K
Pinnacle Wealth Management Group, Inc. 0.25% No change 3,748 $404K
Douglas Lane & Associates, LLC 0.01% Add +9.1% 3,748 $404K
Meridian Investment Counsel Inc. 0.12% No change 3,745 $403K
Aspiriant, LLC 0.01% Reduce -9.8% 3,743 $403K
BIP Wealth, LLC 0.03% Add +33.8% 3,730 $402K
Waddell & Associates, LLC 0.04% Reduce -0.9% 3,726 $401K
Beacon Capital Management, LLC 0.05% Reduce -7.2% 3,722 $401K
Absher Wealth Management, LLC 0.05% Reduce -0.0% 3,711 $400K
Strathmore Capital Advisors, Inc. 0.29% — 3,702 $399K
White Knight Strategic Wealth Advisors, LLC 0.17% Add +100.0% 3,700 $399K
New Republic Capital, LLC 0.26% Add +3.5% 3,693 $398K
Roberts Financial Services LLC 0.07% Reduce -5.1% 3,682 $397K
Patriot Investment Management Group, Inc. 0.03% No change 3,680 $396K
Diversify Advisory Services, LLC 0.02% Add +21.5% 3,742 $396K
Broadwater Capital Management LLC 0.30% No change 3,666 $395K
Alethea Capital Management, LLC 0.34% New 3,662 $395K
Goepper Burkhardt LLC 0.16% Reduce -30.0% 3,654 $394K
Objectivity Squared, LLC 0.27% Add +0.1% 3,716 $393K
First Western Trust Bank 0.02% No change 3,651 $393K
Brighton Securities Corp. 0.19% — 3,651 $393K
Simon Quick Advisors, LLC 0.02% Add +19.6% 3,645 $393K
Meriwether Wealth & Planning, LLC 0.28% — 3,641 $392K
Smith Asset Management Co., LLC 0.38% — 3,636 $392K
Birchcreek Wealth Management, LLC 0.25% No change 3,635 $392K
Prostatis Group LLC 0.11% Add +13.0% 3,630 $391K
West Paces Advisors Inc. 0.10% Reduce -1.9% 3,629 $391K
VSM Wealth Advisory, LLC 0.14% — 3,597 $388K
Joel Isaacson & Co., LLC 0.02% Reduce -8.5% 3,597 $388K
Am Investment Strategies LLC 0.09% Reduce -0.3% 3,587 $387K
Quad-Cities Investment Group, LLC 0.19% Reduce -0.2% 3,588 $387K
BXM Wealth LLC 0.54% — 3,588 $387K
Marietta Investment Partners LLC 0.09% No change 3,581 $386K
Cannell & Spears LLC 0.01% New 3,574 $385K
FLC Capital Advisors 0.09% Reduce -15.4% 3,570 $385K
First Business Financial Services, Inc. 0.04% New 3,566 $384K
Avidian Wealth Enterprises, LLC 0.02% Add +70.5% 3,553 $383K
Waldron Private Wealth LLC 0.02% Add +3.2% 3,548 $382K
Aldebaran Financial Inc. 0.45% Add +0.7% 3,548 $382K
Vestmark Advisory Solutions, Inc. 0.01% Add +29.4% 3,546 $382K
PCA Investment Advisory Services Inc. 0.18% Add +1.5% 3,543 $382K
Alliance Wealth Advisors, LLC 0.22% Reduce -12.1% 3,542 $382K
Horan Securities, Inc. 0.14% Reduce -9.0% 3,535 $381K
Clayton Financial Group LLC 0.14% Add +4.3% 3,534 $381K
Resurgent Financial Advisors LLC 0.22% Reduce -20.9% 3,526 $380K
F/m Investments LLC 0.01% Reduce -71.8% 3,524 $380K
King Wealth Management Group 0.06% No change 3,520 $379K
Means Investment Co., Inc. 0.04% Add +0.5% 3,481 $375K
Kennebec Savings Bank 0.38% Reduce -2.9% 3,521 $374K
Verus Financial Partners, Inc. 0.04% Add +0.1% 3,521 $373K
Pallas Capital Advisors LLC 0.02% Add +2.8% 3,456 $372K
Flaharty Asset Management, LLC 0.05% Reduce -5.8% 3,446 $371K
Lake Street Private Wealth, LLC 0.06% Reduce -21.2% 3,442 $371K
Sandbox Financial Partners, LLC 0.12% Reduce -0.4% 3,438 $370K
Brass Tax Wealth Management, Inc. 0.08% Add +0.5% 3,438 $370K
Fairfield, Bush & Co. 0.22% No change 3,434 $370K
Leonteq Securities AG 0.04% Add +479.7% 3,432 $370K
First Citizens Financial Corp 0.20% No change 3,427 $369K
Asset Planning,Inc 0.28% — 3,426 $369K
MJP Associates Inc. 0.07% Add +2.4% 3,400 $366K
Savvy Advisors, Inc. 0.04% Add +51.1% 3,398 $366K
Burney Co./ 0.01% No change 3,387 $365K
Certuity, LLC 0.04% Add +29.5% 3,380 $364K
OMC Financial Services LTD 0.15% Add +0.2% 3,374 $364K
PDS Planning, Inc 0.03% Add +3.9% 3,378 $364K
Blackston Financial Advisory Group, LLC 0.18% Reduce -13.5% 3,373 $364K
Timonier Family Office, LTD. 0.19% — 3,372 $363K
UNIVEST FINANCIAL Corp 0.02% No change 3,364 $362K
CRA Financial Services, LLC 0.06% Add +6.3% 3,360 $362K
Burns J W & Co. Inc. 0.05% Add +8.9% 3,357 $362K
Strategies Wealth Advisors, LLC 0.04% New 3,106 $361K
MKT Advisors LLC 0.16% Reduce -5.6% 3,295 $360K
William B. Walkup & Associates, Inc. 0.23% Reduce -0.5% 3,341 $360K
Commonwealth Financial Services, LLC 0.07% Add +6.6% 3,337 $360K
Clearstead Trust, LLC 0.08% Reduce -4.9% 3,337 $360K
Soltis Investment Advisors LLC 0.03% Reduce -9.2% 3,334 $359K
St. Louis Trust Co 0.05% No change 3,333 $359K
Front Row Advisors LLC 0.12% Reduce -2.9% 3,310 $357K
CWS Financial Advisors, LLC 0.12% Reduce -16.4% 3,308 $356K
Evergreen Capital Management LLC 0.01% Add +7.4% 3,307 $356K
Beaton Management Co. Inc. 0.18% Reduce -2.9% 3,305 $356K
TRUE Private Wealth Advisors 0.04% Reduce -1.3% 3,300 $356K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Reduce -2.1% 3,298 $355K
Muirfield Wealth Advisors LLC 0.29% Reduce -0.4% 3,295 $355K
Ameriflex Group, Inc. 0.16% — 3,166 $355K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -3.0% 3,290 $354K
Revere Asset Management, Inc 0.30% New 3,290 $354K
Cladis Investment Advisory, LLC 0.25% No change 3,288 $354K
Sawgrass Asset Management LLC 0.04% Reduce -4.4% 3,275 $353K
Fairvoy Private Wealth, LLC 0.09% — 3,272 $353K
Marathon Capital Management 0.09% Reduce -0.8% 3,272 $353K
Duncker Streett & Co. Inc. 0.07% Reduce -1.7% 3,265 $352K
Sterling Investment Counsel, LLC 0.23% No change 3,263 $352K
Cim Investment Management Inc. 0.10% Reduce -0.7% 3,262 $351K
MWA Asset Management 0.23% Reduce -1.2% 3,260 $351K
Edgestream Partners, L.P. 0.01% Reduce -93.3% 3,245 $350K
Acorn Financial Advisory Services Inc. 0.06% Add +0.0% 3,245 $350K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 3,241 $349K
World Equity Group, Inc. 0.07% Reduce -11.9% 3,239 $349K
Aveo Capital Partners, LLC 0.04% Reduce -1.4% 3,234 $348K
Pine Harbor Wealth Management, LLC 0.14% Reduce -6.3% 3,233 $348K
Keel Point, LLC 0.03% Add +4.1% 3,230 $348K
Bestgate Wealth Advisors, LLC 0.70% — 3,221 $347K
Lindbrook Capital, LLC 0.03% Add +3.6% 3,200 $345K
MCF Advisors LLC 0.02% Reduce -2.0% 3,196 $344K
Norris Perne & French LLP 0.02% Reduce -2.3% 3,196 $344K
Weiss Asset Management LP 0.01% New 3,191 $344K
North Star Investment Management Corp. 0.02% Add +6.6% 3,182 $343K
Beacon Investment Advisors LLC 0.16% Add +14.2% 3,181 $343K
Baker Boyer National Bank 0.12% Add +4.1% 3,179 $343K
Stokes Capital Advisors, LLC 0.09% No change 3,179 $343K
Fagan Associates, Inc. 0.05% No change 3,177 $342K
United Advisor Group, LLC 0.07% Add +24.4% 3,171 $342K
Meridian Wealth Partners, LLC 0.05% Add +1.8% 3,171 $342K
44 Wealth Management LLC 0.13% No change 3,167 $341K
BKM Wealth Management, LLC 0.14% Add +22.8% 3,164 $341K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.0% 3,161 $341K
West Michigan Advisors, LLC 0.10% Add +18.8% 3,154 $340K
Yelin Lapidot Holdings Management Ltd. 0.06% Add +68.5% 3,153 $340K
Transcend Capital Advisors, LLC 0.02% Add +6.8% 3,147 $339K
Xcel Wealth Management, LLC 0.09% No change 3,139 $338K
Enterprise Financial Services Corp 0.19% Reduce -12.5% 3,128 $337K
Beverly Hills Private Wealth, LLC 0.07% Reduce -3.3% 3,102 $334K
Everstar Asset Management, LLC 0.24% Add +9.5% 3,100 $334K
Westhampton Capital, LLC 0.17% No change 3,097 $334K
Quotient Wealth Partners, LLC 0.01% Add +9.4% 3,096 $334K
New Century Financial Group, LLC 0.14% Add +33.8% 3,094 $333K
AmeriServ Wealth Advisors 0.18% — 3,091 $333K
Texas Bank & Trust Co 0.14% — 3,085 $332K
Financial Advisors Network, Inc. 0.06% — 3,080 $332K
Sigma Investment Counselors Inc. 0.02% No change 3,077 $332K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 3,076 $331K
Childress Capital Advisors, LLC 0.09% Reduce -4.5% 3,075 $331K
Union Savings Bank 0.16% No change 3,073 $331K
Channel Wealth LLC 0.11% Add +0.8% 3,072 $331K
Grant/GrossMendelsohn, LLC 0.17% Reduce -14.1% 3,069 $331K
CVFG LLC 0.30% — 3,064 $330K
LSP Investment Advisors, LLC 0.23% No change 3,060 $330K
Accel Wealth Management 0.13% Reduce -19.1% 3,060 $330K
Wimmer Associates 1, LLC 0.16% No change 3,056 $329K
Invst, LLC 0.04% Add +18.2% 3,054 $329K
Sittner & Nelson, LLC 0.14% Add +19.6% 3,051 $329K
Exchange Bank 0.26% No change 3,045 $328K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 3,045 $328K
Jackson Wealth Management, LLC 0.04% No change 3,043 $328K
SpringVest Wealth Management LLC 0.28% — 3,019 $325K
Financial Engines Advisors L.L.C. 0.00% New 3,012 $325K
Harold Davidson & Associates Inc. 0.16% — 3,011 $324K
Cascade Investment Group, Inc. 0.23% Reduce -5.0% 3,010 $324K
Charles Schwab Trust Co 0.03% Add +64.9% 3,007 $324K
Miller Financial Services LLC 0.27% — 3,003 $324K
Walter Public Investments Inc. 0.06% Reduce -25.0% 3,000 $323K
Breakwater Capital Group 0.06% Add +1.7% 2,982 $321K
L2 Asset Management, LLC 0.07% Reduce -2.6% 2,979 $321K
Uncommon Cents Investing LLC 0.10% Reduce -1.1% 2,975 $321K
OneAscent Wealth Management LLC 0.13% Reduce -21.3% 2,968 $320K
Hobbs Group Advisors, LLC 0.12% Reduce -10.3% 2,968 $320K
Berkshire Asset Management LLC 0.02% Add +21.7% 2,905 $319K
Revolve Wealth Partners, LLC 0.05% Reduce -9.9% 2,950 $318K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% No change 2,945 $317K
Sentry Investment Management LLC 0.15% New 2,946 $317K
Boston Trust Walden Corp 0.00% No change 2,918 $314K
Walter & Keenan Wealth Management LLC /in/ 0.09% Add +1.3% 2,914 $314K
RFG - Bristol Wealth Advisors, LLC 0.10% — 2,909 $313K
Quent Capital, LLC 0.03% Reduce -11.1% 2,907 $313K
Market Street Wealth Management Advisors LLC 0.05% Reduce -2.4% 2,906 $313K
Centurion Wealth Management LLC 0.10% Reduce -3.2% 2,904 $313K
FORA Capital, LLC 0.04% New 2,897 $312K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.6% 2,896 $312K
Buckingham Capital Management, Inc. 0.04% Add +1.1% 2,893 $312K
Titleist Asset Management, LLC 0.04% Add +0.8% 2,884 $311K
JB Capital LLC 0.02% Reduce -12.6% 2,870 $309K
XTX Topco Ltd 0.03% New 2,869 $309K
Investor's Fiduciary Advisor Network, LLC 0.12% — 2,874 $309K
Baron Wealth Management LLC 0.15% Add +4.8% 2,862 $308K
Holcombe Financial, Inc. 0.25% — 2,853 $307K
FWG Holdings, LLC 0.15% Add +0.2% 2,701 $306K
Calamos Wealth Management LLC 0.02% Add +14.5% 2,829 $305K
First Heartland Consultants, Inc. 0.03% Reduce -43.7% 2,819 $304K
Horizon Investment Services, LLC 0.13% Reduce -30.1% 2,811 $303K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -4.4% 2,810 $303K
Mason & Associates, LLC 0.09% Add +12.9% 2,809 $303K
United Asset Strategies, Inc. 0.03% Reduce -1.1% 2,807 $302K
Relyea Zuckerberg Hanson LLC 0.04% Add +12.8% 2,806 $302K
Raab & Moskowitz Asset Management LLC 0.07% No change 2,794 $301K
Verus Capital Partners, LLC 0.03% Add +6.2% 2,790 $301K
Heartwood Wealth Advisors LLC 0.03% Reduce -6.7% 2,787 $300K
Generation Capital Management LLC 0.26% — 2,785 $300K
Novem Group 0.04% — 2,784 $300K
Citizens National Bank Trust Department 0.06% No change 2,782 $300K
Asset Allocation & Management Company, LLC 0.16% New 2,775 $299K
City National Bank of Florida 0.27% — 2,774 $299K
Simplicity Wealth,LLC 0.06% Add +36.4% 2,774 $299K
Peoples Bank 0.21% Add +17.7% 2,765 $298K
Blossom Wealth Management 0.57% No change 2,760 $297K
CPC Advisors, LLC 0.04% Add +26.1% 2,755 $297K
Van Cleef Asset Management,Inc 0.03% No change 2,749 $296K
Wealthcare Capital Partners, LLC 0.15% — 2,748 $296K
D'Orazio & Associates, Inc. 0.04% Add +7.3% 2,746 $296K
Interchange Capital Partners, LLC 0.11% Reduce -7.3% 2,743 $295K
International Private Wealth Advisors LLC 0.29% New 2,739 $295K
Private Capital Management, LLC 0.03% No change 2,737 $295K
Onyx Bridge Wealth Group LLC 0.04% Add +0.8% 2,732 $294K
Carl P. Sherr & Co., LLC 0.15% No change 2,721 $293K
Central Bank & Trust Co. 0.04% No change 2,718 $293K
Elmwood Wealth Management, Inc. 0.12% No change 2,711 $292K
Chapman Financial Group, LLC 0.23% — 2,702 $291K
Chelsea Counsel Co. 0.15% No change 2,701 $291K
Fiduciary Financial Group, LLC 0.06% New 2,748 $291K
Buttonwood Financial Advisors Inc. 0.13% Reduce -4.3% 2,699 $291K
Truvestments Capital LLC 0.07% Add +0.5% 2,696 $291K
Mark Sheptoff Financial Planning, LLC 0.16% Reduce -1.8% 2,685 $289K
Rosenberg Matthew Hamilton 0.08% Add +0.5% 2,685 $289K
Peachtree Investment Partners, LLC 0.11% Reduce -0.4% 2,677 $288K
FSB Premier Wealth Management, Inc. 0.12% Add +4.2% 2,676 $288K
Ritter Daniher Financial Advisory LLC / DE 0.08% Add +0.1% 2,674 $288K
Kraematon Investment Advisors, Inc. 0.28% Add +0.8% 2,670 $288K
Alps Advisors Inc. 0.00% Reduce -98.7% 2,667 $287K
Nicolet Advisory Services, LLC 0.03% Reduce -17.5% 2,714 $287K
May Hill Capital, LLC 0.11% — 2,664 $287K
Optiver Holding B.V. 0.01% Add +26.6% 2,644 $285K
Spinnaker Investment Group, LLC 0.07% Reduce -8.1% 2,637 $284K
Griffin Asset Management, Inc. 0.03% Add +0.5% 2,637 $284K
Lloyd Advisory Services, LLC. 0.13% Reduce -4.8% 2,630 $283K
Pflug Koory, LLC 0.02% No change 2,626 $283K
Cravens & Co Advisors, LLC 0.22% Add +3.9% 2,624 $283K
North Star Asset Management Inc. 0.01% Add +30.7% 2,620 $282K
Royal Capital Wealth Management, LLC 0.20% Add +8.4% 2,618 $282K
Proficio Capital Partners LLC 0.02% New 2,615 $282K
Partnership Wealth Management, LLC 0.23% No change 2,612 $281K
Optas, LLC 0.06% Add +16.8% 2,609 $281K
Smithfield Trust Co 0.01% Reduce -2.2% 2,607 $281K
Warm Springs Advisors Inc. 0.26% — 2,605 $281K
Slagle Financial, LLC 0.13% Reduce -0.7% 2,603 $280K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.1% 2,601 $280K
First Nebraska Trust Co 0.03% No change 2,593 $279K
Tyler-Stone Wealth Management 0.05% Add +0.1% 2,590 $279K
Richardson Financial Services Inc. 0.20% Reduce -3.1% 2,585 $278K
McLean Asset Management Corp 0.08% Add +4.1% 2,581 $278K
Rossmore Private Capital 0.03% No change 3,431 $278K
Atlas Wealth Partners, LLC 0.35% Add +16.9% 2,582 $278K
Tucker Asset Management LLC 0.06% Reduce -13.3% 2,562 $276K
American Money Management, LLC 0.05% Reduce -12.2% 2,556 $275K
Ironsides Asset Advisors, LLC 0.08% No change 2,554 $275K
HTLF Bank 0.03% Reduce -0.0% 2,554 $275K
Magnolia Capital Advisors LLC 0.07% New 2,552 $275K
Evoke Wealth, LLC 0.01% Reduce -2.7% 2,550 $275K
Lokken Investment Group LLC 0.12% Add +8.2% 2,549 $275K
Grant Private Wealth Management Inc 0.30% — 2,547 $274K
Partners Wealth Management, LLC 0.31% — 2,546 $274K
Riverbend Wealth Management, LLC 0.24% — 2,524 $274K
First Merchants Corp. 0.01% Add +1.0% 2,532 $273K
Lazari Capital Management, Inc. 0.11% Add +4.5% 2,530 $273K
Beirne Wealth Consulting Services, LLC 0.10% Reduce -0.4% 2,525 $272K
First Financial Corp. 0.13% Reduce -3.0% 2,521 $272K
LCM Capital Management Inc 0.15% No change 2,516 $271K
LexAurum Advisors, LLC 0.05% Add +34.1% 2,512 $271K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -0.8% 2,506 $270K
Schulz Wealth, LTD. 0.21% No change 2,505 $270K
Washington Trust Advisors, Inc. 0.02% No change 2,505 $270K
Alta Advisers Ltd 0.17% Add +31.6% 2,500 $269K
Shayne & Jacobs, LLC 0.07% No change 2,500 $269K
Hamilton Point Investment Advisors, LLC 0.05% New 2,500 $269K
Joel Adams & Associates, Inc. 0.24% — 2,489 $268K
FDx Advisors, Inc. 0.08% Reduce -5.5% 2,485 $268K
Colonial River Investments, LLC 0.13% Reduce -5.9% 2,487 $268K
Syntegra Private Wealth Group, LLC 0.03% No change 2,485 $268K
Grandfield & Dodd, LLC 0.02% No change 2,485 $268K
Ellis Investment Partners, LLC 0.05% Add +0.5% 2,480 $267K
Red Wave Investments LLC 0.09% Reduce -0.4% 2,476 $267K
Wrapmanager Inc. 0.07% Reduce -10.6% 2,476 $267K
VeraBank, N.A. 0.08% Reduce -1.9% 2,474 $267K
Pure Financial Advisors, LLC 0.01% Add +5.1% 2,473 $266K
Cromwell Holdings LLC 0.15% No change 2,469 $266K
Heritage Trust Co 0.03% — 2,469 $266K
Weatherly Asset Management L. P. 0.02% Add +0.1% 2,468 $266K
FRG Family Wealth Advisors LLC 0.05% Add +0.4% 2,460 $265K
Gradient Investments LLC 0.01% Add +0.1% 2,451 $264K
Jefferies Financial Group Inc. 0.00% Add +128.4% 2,444 $263K
Arkos Global Advisors 0.04% New 2,442 $263K
Capital Advantage, Inc. 0.05% New 2,439 $263K
Advus Financial Partners, LLC 0.07% Add +0.5% 2,437 $263K
Wealth Quarterback LLC 0.12% Add +0.6% 2,436 $262K
NorthStar Asset Management LLC 0.17% Add +0.6% 2,422 $261K
Consolidated Portfolio Review Corp 0.04% New 2,419 $261K
Rothschild Wealth LLC 0.08% Reduce -12.4% 2,419 $261K
Capital Advisors Wealth Management, LLC 0.05% Reduce -4.0% 2,415 $260K
Stanley-Laman Group, Ltd. 0.04% Reduce -0.2% 2,407 $259K
Gsa Capital Partners LLP 0.02% New 2,403 $259K
Lockerman Financial Group, Inc. 0.44% No change 2,400 $259K
Apriem Advisors 0.03% No change 2,400 $259K
Gleason Group, Inc. 0.05% Add +0.9% 2,396 $258K
Executive Wealth Management, LLC 0.02% Reduce -10.6% 2,395 $258K
Howard Wealth Management, LLC 0.14% Add +0.2% 2,393 $258K
Leigh Baldwin & Co., LLC 0.22% — 2,389 $257K
M.E. Allison & Co., Inc. 0.28% — 2,385 $257K
Voleon Capital Management LP 0.02% — 2,384 $257K
Rockland Trust Co. 0.01% Reduce -32.8% 2,373 $256K
Analyst IMS Investment Management Services Ltd. 0.01% Add +22.9% 2,367 $255K
Tilia Fiduciary Partners, Inc. 0.17% Add +0.2% 2,361 $254K
Patron Partners, LLC 0.14% Reduce -2.1% 2,357 $254K
Clear Creek Financial Management, LLC 0.03% Reduce -2.5% 2,355 $254K
Foster Group, Inc. 0.01% Add +3.7% 2,348 $253K
Freestone Capital Holdings, LLC 0.01% Add +22.9% 2,345 $253K
Joule Financial, LLC 0.09% Reduce -0.0% 2,344 $253K
Anchor Pointe Wealth Management, LLC 0.33% — 2,338 $252K
Tradition Wealth Management, LLC 0.02% Add +3.0% 2,337 $252K
Colton Groome Financial Advisors, LLC 0.10% New 2,331 $251K
Pettinga Financial Advisors LLC 0.06% No change 2,317 $250K
Stokes Family Office, LLC 0.03% Reduce -1.9% 2,312 $249K
Bridge Creek Capital Management LLC 0.08% No change 2,307 $249K
Mindset Wealth Management, LLC 0.09% Add +15.0% 2,300 $248K
TrueWealth Advisors, LLC 0.08% Add +0.3% 2,293 $247K
Pinnacle Bancorp, Inc. 0.08% Add +3.1% 2,292 $247K
Vantage Financial Partners, LLC 0.06% Reduce -1.0% 2,289 $247K
Fortis Capital Advisors, LLC 0.08% Add +4.1% 2,161 $246K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -21.6% 2,285 $246K
Geller Advisors LLC 0.02% No change 2,279 $246K
Sunpointe, LLC 0.12% Add +11.1% 2,277 $245K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.7% 2,310 $245K
1900 Wealth Management LLC 0.02% Reduce -2.8% 2,275 $245K
Mainsail Asset Management, LLC 0.17% No change 2,270 $245K
GeoWealth Management, LLC 0.01% Reduce -87.2% 2,268 $244K
L. Roy Papp & Associates, LLP 0.03% No change 2,266 $244K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 2,264 $244K
Sanders Morris Harris LLC 0.04% Reduce -15.1% 2,250 $244K
Bath Savings Trust Co 0.02% Reduce -5.5% 2,262 $244K
Summit X, LLC 0.05% Reduce -3.3% 2,258 $243K
Sivia Capital Partners, LLC 0.12% Add +3.8% 2,253 $243K
Matrix Private Capital Group LLC 0.14% No change 2,248 $242K
Obsidian Personal Planning Solutions LLC 0.12% No change 2,154 $241K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.24% — 2,230 $240K
M. Kraus & Co 0.07% No change 2,229 $240K
Bay Rivers Group 0.12% No change 2,224 $240K
Hilltop National Bank 0.07% Reduce -5.0% 2,218 $239K
City State Bank 0.08% Add +13.6% 2,217 $239K
Darwin Wealth Management, LLC 0.08% Reduce -39.5% 2,216 $239K
Alternative Investment Advisors, LLC. 0.12% Add +1.1% 2,213 $238K
Legacy Advisors, LLC 0.02% Reduce -68.9% 2,212 $238K
Thor Investment Management Inc. /Oh/ 0.18% No change 2,198 $237K
Secure Asset Management, LLC 0.04% New 2,191 $236K
Cozad Asset Management Inc. 0.02% No change 2,190 $236K
Capital Planning Advisors, LLC 0.04% Add +1.2% 2,184 $235K
Philip James Wealth Mangement, LLC 0.03% Add +0.1% 2,182 $235K
Roble, Belko & Company, Inc 0.04% No change 2,182 $235K
Alhambra Investment Management LLC 0.12% Add +11.3% 2,178 $235K
Cypress Asset Management Inc. 0.06% Add +3.6% 2,175 $234K
Sulzberger Capital Advisors, Inc. 0.27% — 2,170 $234K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +22.6% 2,166 $233K
Opal Wealth Advisors, LLC 0.07% Reduce -3.6% 2,166 $233K
Fullcircle Wealth LLC 0.10% Reduce -0.9% 2,046 $233K
Pinion Investment Advisors, LLC 0.09% Reduce -3.6% 2,160 $233K
Castleview Partners, LLC 0.13% Add +10.8% 2,154 $232K
AlTi Global, Inc. 0.01% Add +0.9% 2,148 $232K
Indiana Trust & Investment Management Co 0.08% No change 2,147 $231K
Manske Wealth Management 0.09% — 2,146 $231K
Severin Investments, LLC 0.23% — 2,130 $230K
Essex Investment Management Co. LLC 0.04% No change 2,128 $229K
Nicholson Wealth Management Group, LLC 0.15% No change 2,125 $229K
Intergy Private Wealth, LLC 0.09% Add +4.8% 2,113 $228K
Revisor Wealth Management LLC 0.21% Reduce -45.9% 2,054 $228K
Drive Wealth Management, LLC 0.06% New 2,106 $227K
Horan Capital Advisors, LLC. 0.08% No change 2,104 $227K
Triad Wealth Partners, LLC 0.08% New 2,103 $227K
Perennial Investment Advisors, LLC 0.03% Add +14.4% 2,103 $227K
Longboard Asset Management, LP 0.60% — 2,101 $226K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.8% 2,096 $226K
Winthrop Advisory Group LLC 0.03% Add +0.4% 2,095 $226K
Moss Adams Wealth Advisors LLC 0.02% Add +16.1% 2,095 $226K
Auxano Advisors, LLC 0.06% Add +2.8% 2,094 $226K
WealthTrust Asset Management, LLC 0.16% Add +0.4% 2,092 $225K
bLong Financial, LLC 0.18% — 2,084 $225K
Nicolet Bankshares Inc. 0.04% Reduce -7.8% 2,080 $224K
GW Henssler & Associates Ltd. 0.01% No change 1,938 $223K
Shilanski & Associates, Inc. 0.07% Add +0.4% 2,072 $223K
Stone Run Capital, LLC 0.09% No change 2,071 $223K
O'Dell Group, LLC 0.05% Add +3.1% 2,069 $223K
Armstrong, Fleming & Moore, Inc 0.13% Add +9.2% 2,062 $222K
Forum Financial Management, LP 0.00% New 2,060 $222K
Peddock Capital Advisors, LLC 0.05% Add +9.3% 2,059 $222K
Mechanics Financial Corp 0.10% No change 2,057 $222K
Abound Financial, LLC 0.11% — 2,054 $221K
First Financial Bankshares Inc 0.00% Add +2.8% 2,052 $221K
Curran Financial Partners, LLC 0.06% New 2,052 $221K
Salvus Wealth Management, LLC 0.14% Add +1.5% 2,048 $221K
CYBER HORNET ETFs LLC 0.21% Add +0.8% 2,046 $220K
Obsidian Cio, LLC 0.04% New 2,046 $220K
Canandaigua National Trust Co of Florida 0.17% Reduce -3.8% 2,044 $220K
Peak Planning Group, LLC 0.09% Reduce -2.2% 2,043 $220K
Alteri Wealth LLC 0.06% — 2,043 $220K
Hazlett, Burt & Watson, Inc. 0.10% Add +0.1% 2,028 $220K
Founders Grove Wealth Partners, LLC 0.06% — 2,041 $220K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.3% 2,040 $220K
West Branch Capital LLC 0.07% No change 2,034 $219K
Virtue Capital Management, LLC 0.04% Reduce -7.7% 2,029 $219K
Chung Wu Investment Group, LLC 0.22% — 2,018 $217K
Liberty Wealth Management LLC 0.04% Add +7.3% 2,016 $217K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -10.7% 2,015 $217K
Penserra Capital Management LLC 0.00% Add +3106.3% 2,020 $216K
Bremer Bank National Association 0.04% Reduce -1.6% 2,001 $216K
Graver Capital Management, LLC 0.23% — 2,000 $215K
Westover Capital Advisors, LLC 0.05% Reduce -4.8% 2,000 $215K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -3.0% 1,995 $215K
Lawson Kroeker Investment Management Inc. 0.04% No change 1,991 $215K
Semus Wealth Partners LLC 0.14% Add +4.3% 1,988 $214K
Van Hulzen Asset Management, LLC 0.02% Add +0.1% 1,983 $214K
Uniting Wealth Partners, LLC 0.10% — 1,980 $213K
Acadian Asset Management LLC 0.00% Add +12.5% 1,986 $213K
Zhang Financial LLC 0.01% New 1,973 $213K
Second Half Financial Partners, LLC 0.10% Add +6.4% 1,972 $212K
Kagan Cocozza Asset Management 0.18% — 1,968 $212K
Sfmg, LLC 0.02% Reduce -1.3% 1,965 $212K
Angeles Wealth Management, LLC 0.02% New 1,964 $212K
Charter Oak Capital Management, LLC 0.02% Add +0.2% 1,962 $211K
Aventura Private Wealth, LLC 0.11% — 1,961 $211K
Provident Wealth Management, LLC 0.07% No change 1,958 $211K
Catalyst Capital Advisors LLC 0.00% Add +485.9% 1,957 $211K
Meridian Financial Advisors, LLC 0.15% Reduce -11.3% 1,956 $211K
Black Diamond Financial, LLC 0.03% Add +3.5% 1,951 $210K
Plato Investment Management Ltd 0.02% Reduce -44.2% 1,935 $209K
Patrick M Sweeney & Associates, Inc. 0.16% Add +6.1% 1,938 $209K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -0.1% 1,938 $209K
Kestra Investment Management, LLC 0.01% Add +6.5% 1,937 $209K
Pring Turner Capital Group Inc. 0.14% No change 1,934 $208K
tru Independence LLC 0.07% Add +0.9% 1,932 $208K
Key Client Fiduciary Advisors, LLC 0.09% New 1,927 $208K
Compass Ion Advisors, LLC 0.02% New 1,926 $208K
Eads & Heald Wealth Management 0.10% No change 1,924 $207K
Kolinsky Wealth Management, LLC 0.13% New 1,916 $206K
Pine Valley Investments Ltd Liability Co 0.01% Add +1.8% 1,905 $205K
Ostrum Asset Management 0.02% Reduce -4.0% 1,902 $205K
Greenline Partners, LLC 0.03% No change 1,900 $205K
Diametric Capital, LP 0.14% New 1,897 $204K
Gilman Hill Asset Management, LLC 0.04% No change 1,895 $204K
Atlantic Family Wealth, LLC 0.24% — 1,891 $204K
Facet Wealth, Inc. 0.01% New 1,771 $204K
Silvant Capital Management LLC 0.01% No change 1,886 $203K
LifePlan Investment Advisors, Inc. 0.13% No change 1,881 $203K
MV Capital Management, Inc. 0.02% Reduce -1.7% 1,880 $203K
Infinity Wealth Counsel, LLC 0.22% — 1,877 $202K
E Fund Management Co., Ltd. 0.01% New 1,873 $202K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -19.9% 1,870 $201K
Rossby Financial, LCC 0.13% — 1,868 $201K
Benin Management CORP 0.06% No change 1,868 $201K
Norman Fields, Gottscho Capital Management, LLC 0.07% No change 1,868 $201K
Strategic Investment Solutions, Inc. 0.07% Reduce -1.0% 1,932 $200K
Prelude Capital Management, LLC 0.02% New 1,857 $200K
Private Client Services, LLC 0.11% Reduce -14.3% 1,857 $200K
Stephens Consulting, LLC 0.05% No change 1,839 $198K
Country Trust Bank 0.00% Reduce -9.2% 1,830 $197K
TCTC Holdings, LLC 0.01% Add +33.2% 1,829 $197K
Old Second National Bank of Aurora 0.04% Add +5.1% 1,826 $197K
Medallion Wealth Advisors, LLC 0.10% — 1,760 $196K
Tradewinds Capital Management, LLC 0.05% No change 1,809 $195K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -42.3% 1,797 $194K
Wiser Advisor Group LLC 0.28% Reduce -6.0% 1,796 $194K
Hager Investment Management Services, LLC 0.12% — 1,781 $192K
AlphaMark Advisors, LLC 0.08% Add +21.0% 1,752 $189K
Kieckhefer Group LLC 0.11% — 1,748 $188K
Reyes Financial Architecture, Inc. 0.15% — 1,744 $188K
Harbor Investment Advisory, LLC 0.02% Add +0.1% 1,733 $187K
Sugarloaf Wealth Management, LLC 0.03% Reduce -7.2% 1,712 $184K
Elevation Wealth Partners, LLC 0.08% No change 1,709 $184K
WR Wealth Planners, LLC 0.06% Add +3.5% 1,705 $184K
Allianz SE 0.00% No change 1,666 $179K
Citizens Business Bank 0.04% Reduce -62.3% 1,665 $179K
Glass Jacobson Investment Advisors llc 0.06% No change 1,661 $179K
Fortitude Family Office, LLC 0.06% Reduce -1.0% 1,652 $178K
Barrett & Company, Inc. 0.08% No change 1,651 $178K
Whipplewood Advisors, LLC 0.10% — 1,636 $176K
First United Bank & Trust 0.06% Reduce -1.9% 1,617 $174K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -94.7% 1,614 $174K
Arlington Trust Co LLC 0.04% Add +380.4% 1,595 $172K
Deseret Mutual Benefit Administrators 0.08% Reduce -1.8% 1,547 $167K
Plante Moran Financial Advisors, LLC 0.01% Add +25.6% 1,536 $165K
Sound Income Strategies, LLC 0.01% Reduce -4.5% 1,523 $164K
Safe Harbor Fiduciary, LLC 0.17% No change 1,518 $164K
Shell Asset Management Co. 0.01% No change 1,499 $162K
Morse Asset Management, Inc 0.04% No change 1,500 $162K
MeadowBrook Investment Advisors LLC 0.14% No change 1,493 $161K
Valley National Advisers Inc. 0.03% Add +2.8% 1,482 $159K
Knuff & Co LLC 0.05% Add +7.8% 1,464 $158K
Dakota Community Bank & Trust NA 0.74% Reduce -6.3% 1,445 $156K
Center for Financial Planning, Inc. 0.02% No change 1,408 $152K
Vision Financial Markets LLC 0.16% — 1,395 $150K
Vestor Capital, LLC 0.01% Add +2.5% 1,387 $149K
Asset Dedication, LLC 0.01% Reduce -79.6% 1,380 $149K
IMG Wealth Management, Inc. 0.14% — 1,365 $147K
Atwood & Palmer Inc. 0.01% No change 1,348 $145K
Physician Wealth Advisors, Inc. 0.02% New 1,346 $145K
Wintrust Investments LLC 0.13% Add +109.8% 1,345 $144K
Icon Wealth Advisors, LLC 0.01% Reduce -0.2% 1,334 $144K
Kimelman & Baird, LLC 0.01% No change 1,332 $144K
New England Capital Financial Advisors LLC 0.07% Add +0.1% 1,311 $141K
New Wave Wealth Advisors LLC 0.06% New 1,258 $135K
McIlrath & Eck, LLC 0.02% Add +268.0% 1,255 $135K
Hollencrest Capital Management 0.01% No change 1,250 $135K
ORG Partners LLC 0.02% Add +37.1% 1,234 $133K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $133K
S.A. Mason LLC 0.07% Add +1.0% 1,215 $131K
Ruedi Wealth Management, Inc. 0.04% No change 1,207 $130K
Atala Financial Inc 0.09% — 1,202 $130K
Key Financial Inc 0.03% Add +1.6% 1,191 $128K
Princeton Global Asset Management LLC 0.02% Reduce -15.3% 1,189 $128K
Nemes Rush Group LLC 0.02% Reduce -4.0% 1,186 $128K
Howard Capital Management Group, LLC 0.01% Reduce -13.6% 1,148 $124K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,130 $122K
Bangor Savings Bank 0.01% Add +4.9% 1,126 $121K
Coastline Trust Co 0.01% Reduce -45.1% 1,100 $119K
Addison Advisors LLC 0.03% Add +6.3% 1,098 $118K
Versant Capital Management, Inc 0.03% Add +50.4% 1,098 $118K
New Millennium Group LLC 0.07% Add +0.8% 1,097 $118K
AllSquare Wealth Management LLC 0.07% No change 1,082 $117K
Towne Trust Company, N.A 0.04% No change 1,082 $117K
Missouri Trust & Investment Co 0.04% Add +10.3% 1,071 $115K
Advantage Trust Co 0.07% Add +3.4% 1,064 $115K
Webster Bank, N. A. 0.01% No change 1,059 $114K
Cutler Capital Management, LLC 0.05% New 1,050 $113K
Richards, Merrill & Peterson, Inc. 0.06% — 1,038 $112K
Painted Porch Advisors LLC 0.05% Add +7.6% 1,029 $111K
Piscataqua Savings Bank 0.10% No change 1,029 $111K
Byrne Asset Management LLC 0.09% No change 1,018 $110K
Investors Research Corp 0.02% No change 1,000 $108K
GPS Wealth Strategies Group, LLC 0.01% Add +0.7% 977 $105K
Kozak & Associates, Inc. 0.02% Add +6.7% 972 $105K
Householder Group Estate & Retirement Specialist, LLC 0.08% Reduce -47.3% 974 $104K
Centerpoint Advisors, LLC 0.04% Reduce -6.4% 961 $104K
WPG Advisers, LLC 0.10% — 955 $103K
TruNorth Capital Management, LLC 0.03% No change 940 $101K
Capital Advisors, Ltd. LLC 0.01% Add +9.0% 896 $97K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +26.6% 880 $95K
Aster Capital Management (DIFC) Ltd 0.04% Reduce -95.1% 865 $93K
2UniFi Bank 0.06% — 862 $93K
Holos Integrated Wealth LLC 0.06% — 851 $92K
Central Pacific Bank - Trust Division 0.01% No change 833 $90K
Coston, McIsaac & Partners 0.03% Reduce -27.3% 828 $89K
GKV Capital Management Co., Inc. 0.04% — 800 $86K
Louisbourg Investments Inc. 0.02% No change 800 $86K
Cassady Schiller Wealth Management, LLC 0.03% Add +6.3% 787 $85K
Western Pacific Wealth Management, LP 0.07% Reduce -62.4% 783 $84K
Cherry Tree Wealth Management, LLC 0.02% Add +0.8% 774 $83K
Fourth Dimension Wealth, LLC 0.04% — 668 $83K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $82K
Westside Investment Management, Inc. 0.02% Add +13.3% 760 $82K
C M Bidwell & Associates Ltd. 0.05% No change 736 $79K
Luken Investment Analytics, LLC 0.04% No change 721 $78K
Atticus Wealth Management, LLC 0.02% No change 721 $78K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 717 $77K
LGT Financial Advisors LLC 0.17% Add +0.8% 714 $77K
CoreFirst Bank & Trust 0.04% Reduce -21.8% 682 $73K
Boyd Watterson Asset Management LLC 0.02% No change 675 $73K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $72K
Canopy Partners, LLC 0.03% Add +6.1% 660 $71K
Abound Wealth Management 0.02% Reduce -9.7% 654 $70K
Perkins Coie Trust Co 0.02% No change 649 $70K
Wellington Shields Capital Management, LLC 0.01% No change 649 $70K
Fairscale Capital, LLC 0.06% No change 640 $69K
Stonebridge Financial Group, LLC 0.01% — 640 $69K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $69K
LRI Investments, LLC 0.01% No change 635 $68K
Gen-Wealth Partners Inc 0.03% Reduce -26.2% 627 $68K
Investment Research & Advisory Group, Inc. 0.03% Add +1.0% 626 $67K
Capital A Wealth Management, LLC 0.11% — 625 $67K
PFS Partners, LLC 0.04% Add +0.8% 623 $67K
RE Dickinson Investment Advisors, LLC 0.06% Add +5.6% 620 $67K
Park Square Financial Group, LLC 0.05% — 616 $66K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -17.9% 598 $64K
Menard Financial Group LLC 0.04% New 587 $63K
Caitong International Asset Management Co., Ltd 0.06% — 586 $63K
Avion Wealth 0.02% Add +264.0% 586 $63K
Bellevue Asset Management, LLC 0.03% Add +0.3% 577 $62K
GHP Investment Advisors, Inc. 0.00% Reduce -5.0% 574 $62K
Bruce G. Allen Investments, LLC 0.05% No change 571 $62K
Fortis Group Advisors, LLC 0.01% No change 570 $61K
GoalVest Advisory LLC 0.02% No change 566 $61K
Flagship Wealth Advisors, LLC 0.04% — 563 $61K
Murphy & Mullick Capital Management Corp 0.05% — 553 $60K
Virtus Investment Advisers, LLC 0.05% No change 535 $58K
Beaird Harris Wealth Management, LLC 0.00% Add +118.8% 523 $56K
Stuart Chaussee & Associates, Inc. 0.01% No change 514 $55K
Lummis Asset Management, LP 0.07% No change 500 $54K
Hopwood Financial Services, Inc. 0.04% — 500 $54K
Trivant Custom Portfolio Group, LLC 0.03% No change 500 $54K
Hussman Strategic Advisors, Inc. 0.02% No change 500 $54K
Motco 0.01% Reduce -10.7% 500 $54K
Oliver Lagore Vanvalin Investment Group 0.01% No change 497 $54K
BankPlus Trust Department 0.02% — 494 $53K
Pin Oak Investment Advisors Inc. 0.05% No change 456 $53K
Tidemark, LLC 0.02% Add +1.1% 482 $52K
Delta Asset Management LLC 0.00% Reduce -7.3% 480 $52K
Canton Hathaway, LLC 0.01% No change 471 $51K
PFG Private Wealth Management, LLC 0.03% No change 466 $50K
FSA Wealth Management LLC 0.02% No change 437 $47K
Covestor Ltd 0.03% Add +6.3% 436 $47K
Hemington Wealth Management 0.01% Add +8.6% 442 $47K
Lowe Wealth Advisors, LLC 0.02% Add +13.9% 435 $47K
Rise Advisors, LLC 0.02% Add +0.9% 435 $47K
Horrell Capital Management, Inc. 0.01% No change 429 $46K
Private Wealth Management Group, LLC 0.02% Add +55.4% 421 $45K
GW&K Investment Management, LLC 0.00% Add +2.7% 419 $45K
Global Trust Asset Management, LLC 0.02% Reduce -13.9% 409 $44K
1620 Investment Advisors, Inc. 0.03% Reduce -7.0% 398 $43K
Aspetuck Financial Management LLC 0.03% — 388 $42K
Meeder Asset Management Inc. 0.00% Reduce -46.8% 385 $41K
Pineridge Advisors LLC 0.02% Add +1.1% 378 $41K
IAG Wealth Partners, LLC 0.01% New 374 $40K
Acima Private Wealth, LLC 0.01% No change 368 $40K
Midwest Capital Advisors, LLC 0.03% — 367 $40K
Tortoise Investment Management, LLC 0.00% No change 362 $39K
Pacifica Partners Inc. 0.02% Add +0.3% 355 $38K
Main Street Group, LTD 0.02% Reduce -55.5% 355 $38K
TFC Financial Management, Inc. 0.01% No change 353 $38K
Sachetta, LLC 0.01% Reduce -18.7% 352 $38K
WFA Asset Management Corp 0.02% Add +0.3% 348 $38K
First Community Trust NA 0.03% No change 348 $37K
Lipe & Dalton 0.02% No change 343 $37K
Redwood Park Advisors LLC 0.03% — 333 $36K
Cornerstone National Bank & Trust Co 0.02% No change 333 $36K
Orion Capital Management LLC 0.02% New 333 $36K
Centricity Wealth Management, LLC 0.03% — 332 $36K
Chilton Capital Management LLC 0.00% Add +347.3% 331 $36K
Hoey Investments, Inc. 0.01% New 330 $36K
Montag & Caldwell, LLC 0.01% New 330 $36K
FWL Investment Management, LLC 0.01% No change 324 $35K
FSC Wealth Advisors, LLC 0.02% Reduce -22.1% 321 $35K
Global Wealth Strategies & Associates 0.01% No change 317 $34K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 317 $34K
Winch Advisory Services, LLC 0.01% Add +332.9% 316 $34K
Oarsman Capital, Inc. 0.01% No change 311 $34K
CGC Financial Services, LLC 0.01% Add +366.7% 308 $33K
Global Financial Private Client, LLC 0.01% Add +1.7% 297 $32K
Sierra Ocean, LLC 0.03% — 290 $31K
Compass Wealth Management LLC 0.01% No change 290 $31K
Rakuten Securities, Inc. 0.01% Add +1500.0% 288 $31K
CKW Financial Group 0.00% No change 288 $31K
Nova Wealth Management, Inc. 0.03% — 282 $30K
Olistico Wealth, LLC 0.02% No change 280 $30K
WealthTrak Capital Management LLC 0.03% — 276 $30K
JNBA Financial Advisors 0.00% No change 276 $30K
Bell Investment Advisors, Inc 0.01% Reduce -11.0% 268 $29K
Toth Financial Advisory Corp. 0.00% No change 263 $28K
Mattson Financial Services, LLC 0.01% New 244 $28K
Parkworth Wealth Management, Inc. 0.02% — 261 $28K
Chesapeake Asset Management LLC 0.03% Add +23.4% 258 $28K
SIMA Wealth Partners, LLC 0.02% No change 258 $28K
Legacy Investment Solutions, LLC 0.02% Reduce -6.6% 240 $28K
Legacy Wealth Managment, LLC 0.02% Reduce -6.6% 240 $28K
SOA Wealth Advisors, LLC. 0.01% Add +24.5% 254 $27K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 240 $27K
Vermillion Wealth Management, Inc. 0.01% — 250 $27K
Core Alternative Capital 0.01% No change 250 $27K
Perritt Capital Management Inc 0.01% Add +16.9% 242 $26K
Prestige Wealth Management Group LLC 0.01% No change 235 $25K
First Pacific Financial 0.01% No change 234 $25K
St. Johns Investment Management Company, LLC 0.01% No change 226 $24K
Northwest Bank & Trust Co 0.02% No change 207 $24K
Bradley & Co. Private Wealth Management, LLC 0.01% — 222 $24K
Kathleen S. Wright Associates Inc. 0.01% New 206 $22K
Modus Advisors, LLC 0.01% New 205 $22K
PARK CIRCLE Co 0.02% No change 200 $22K
IFS Advisors, LLC 0.02% New 200 $22K
Dunhill Financial, LLC 0.01% Add +25.8% 195 $21K
Millstone Evans Group, LLC 0.01% — 194 $21K
Financial Freedom, LLC 0.01% No change 192 $21K
Altshuler Shaham Ltd 0.00% Add +4.4% 191 $21K
DT Investment Partners, LLC 0.00% No change 190 $20K
Elequin Capital, LP 0.00% Reduce -53.3% 189 $20K
Putney Financial Group LLC 0.02% — 188 $20K
MPWM Advisory Solutions, LLC 0.01% — 187 $20K
Financial Connections Group, Inc. 0.01% No change 187 $20K
Pension & Wealth Management Advisors, Inc. 0.01% New 183 $20K
Riverview Trust Co 0.02% No change 175 $19K
SRH Advisors, LLC 0.01% No change 175 $19K
Financial Perspectives, Inc 0.01% No change 168 $18K
Briaud Financial Planning Inc 0.01% No change 175 $18K
Signature Resources Capital Management, LLC 0.02% No change 166 $18K
American Capital Advisory, LLC 0.01% No change 166 $18K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $18K
Mascoma Wealth Management LLC 0.00% No change 162 $17K
MidAtlantic Capital Management, Inc. 0.01% No change 155 $17K
South Plains Financial, Inc. 0.01% — 149 $16K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.7% 148 $16K
Ramirez Asset Management, Inc. 0.00% No change 144 $16K
Transcendent Capital Group LLC 0.01% No change 141 $15K
Frazier Financial Advisors, LLC 0.01% No change 137 $15K
SWAN Capital LLC 0.01% No change 134 $14K
Financial Gravity Companies, Inc. 0.00% New 134 $14K
S&T Bank 0.00% New 133 $14K
ESL Trust Services, LLC 0.00% No change 131 $14K
POM Investment Strategies, LLC 0.01% Add +52.9% 130 $14K
Cornerstone Planning Group LLC 0.00% Add +20.6% 117 $13K
High Note Wealth, LLC 0.00% New 121 $13K
Wood Tarver Financial Group, LLC 0.00% — 122 $13K
Cyrus J. Lawrence, LLC 0.00% No change 121 $13K
Promus Capital, LLC 0.01% — 117 $13K
Raffa Wealth Management, LLC 0.00% No change 114 $12K
Accordant Advisory Group Inc 0.01% No change 112 $12K
Red Tortoise LLC 0.01% No change 109 $12K
West Financial Advisors, LLC 0.00% No change 108 $12K
Activest Wealth Management 0.00% Add +7.0% 107 $12K
Comprehensive Financial Planning, Inc. 0.01% — 104 $11K
General Partner, Inc. 0.01% No change 101 $11K
Graney & King, LLC 0.01% — 100 $11K
Miller Wealth Advisors, LLC 0.01% No change 100 $11K
Lavaca Capital LLC 0.00% New 100 $11K
Davis Capital Management 0.01% Reduce -84.4% 91 $10K
Atlatl Advisers LLC 0.01% — 88 $9K
Copia Wealth Management 0.01% — 84 $9K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Sanctuary Wealth Management, L.L.C. 0.01% New 81 $9K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.7% 81 $9K
Bayforest Capital Ltd 0.01% — 78 $8K
Tsfg, LLC 0.00% No change 78 $8K
FPC Investment Advisory, Inc. 0.01% New 67 $8K
LMR Partners LLP 0.00% New 69 $7K
Capstone Investment Advisors, LLC 0.00% Reduce -89.8% 67 $7K
Caitlin John, LLC 0.00% No change 63 $7K
MRP Capital Investments, LLC 0.01% No change 63 $7K
Aspect Partners, LLC 0.00% No change 63 $7K
Carolina Wealth Advisors, LLC 0.00% Reduce -82.5% 63 $7K
Harvest Fund Management Co., Ltd 0.00% New 60 $6K
Financial Network Wealth Advisors LLC 0.01% Reduce -90.9% 55 $6K
Robinswood Financial LLC 0.00% No change 53 $6K
Minot DeBlois Advisors LLC 0.00% — 50 $5K
Granite FO LLC 0.00% No change 50 $5K
Ameliora Wealth Management Ltd. 0.00% No change 50 $5K
Tributary Capital Management, LLC 0.00% No change 50 $5K
Creekmur Asset Management LLC 0.00% Add +11.8% 38 $4K
Evolution Advisers, Inc. 0.00% New 44 $4K
Synergy Investment Management, LLC 0.00% — 34 $4K
Consultiva Wealth Management, Corp. 0.02% New 34 $4K
Lanark Financial, Inc. 0.30% — 30 $3K
WealthCollab, LLC 0.00% No change 29 $3K
True Wealth Design, LLC 0.00% Add +64.7% 28 $3K
Eukles Asset Management 0.00% No change 28 $3K
Community Bank, N.A. 0.00% Reduce -97.8% 27 $3K
Pingora Partners LLC 0.00% No change 25 $3K
Ridgewood Investments LLC 0.00% No change 25 $3K
Investment Management Corp. /Va/ 0.00% — 24 $3K
Principia Wealth Advisory, LLC 0.00% — 23 $2K
Highline Wealth Partners LLC 0.00% Add +155.6% 23 $2K
Guardian Wealth Management, Inc. 0.00% No change 21 $2K
Financial Life Planners 0.00% — 20 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -23.5% 13 $2K
Eagle Bay Advisors LLC 0.00% No change 17 $2K
Winnacle Wealth LLC 0.00% — 16 $2K
SJS Investment Consulting Inc. 0.00% No change 15 $2K
Mountain Hill Investment Partners Corp. 0.00% — 15 $2K
Trifecta Capital Advisors, LLC 0.00% No change 13 $1K
Anfield Capital Management, LLC 0.00% Reduce -86.2% 12 $1K
Strengthening Families & Communities, LLC 0.00% No change 10 $1K
Valued Wealth Advisors LLC 0.00% No change 9 $970
Sherman Asset Management, Inc. 0.00% — 8 $862
Catherine Avery Investment Management LLC 0.00% — 6 $646
Sugar Maple Asset Management, LLC 0.00% New 5 $539
HighMark Wealth Management LLC 0.00% No change 5 $539
Y.D. More Investments Ltd 0.00% Add +1.8% 1,282 $379

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