Duke EnergyDUK

13F holders, Q1 2025 (March 31)
2,257holders +66
205new positions
120sold out
9famous investors
$121.94avg. 13F price*

At the end of Q1 2025, 2,257 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 66 from Q4 2024. 205 opened new positions and 120 sold out. The largest holders were Vanguard Group Inc. ($9.1B), BlackRock, Inc. ($7.7B) and State Street Corp. ($4.9B). 9 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions205$304.4M
Exits120$580.1M

All 13F filers, Q4 2024 → Q1 2025: 41,765,748 shares bought and 26,893,243 shares sold, net +14,872,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,257 holders

Vanguard Group Inc. 0.16% Add +2.3% 74,562,000 $9.1B
BlackRock, Inc. 0.16% Add +0.9% 63,146,260 $7.7B
State Street Corp. 0.20% Add +2.0% 40,509,850 $4.9B
Geode Capital Management, LLC 0.18% Add +2.8% 18,365,446 $2.2B
Massachusetts Financial Services Co. 0.73% Add +0.1% 18,107,625 $2.2B
Wellington Management Group LLP 0.33% Reduce -11.7% 14,221,646 $1.7B
FMR LLC 0.11% Add +23.2% 14,177,998 $1.7B
Morgan Stanley 0.10% Add +2.9% 11,510,256 $1.4B
GQG Partners LLC 1.99% Add +17880.0% 10,249,508 $1.3B
Royal Bank of Canada 0.24% Add +4.9% 8,921,517 $1.1B
Bank of America Corp. 0.09% Add +16.2% 8,706,930 $1.1B
Charles Schwab Investment Management Inc. 0.20% Add +1.1% 8,656,244 $1.1B
Northern Trust Corp. 0.15% Add +1.9% 8,153,615 $994.5M
Franklin Resources Inc. 0.26% Reduce -9.0% 7,267,505 $886.4M
Legal & General Group Plc 0.20% Add +3.0% 6,121,948 $746.7M
Nuveen, LLC 0.21% — 5,758,388 $702.4M
Bank of New York Mellon Corp 0.12% Reduce -1.4% 5,079,808 $619.6M
Capital Research Global Investors 0.13% Reduce -12.3% 4,922,866 $600.4M
Raymond James Financial Inc. 0.22% Add +89.9% 4,861,309 $592.9M
Invesco Ltd. 0.10% Reduce -10.7% 4,438,435 $541.4M
Goldman Sachs Group Inc. 0.10% Add +54.8% 4,360,511 $531.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +13.7% 3,632,655 $443.1M
UBS Group AG 0.10% Add +45.7% 3,607,500 $440.0M
Wells Fargo & Company 0.11% Reduce -0.7% 3,574,387 $436.0M
State Farm Mutual Automobile Insurance Co. 0.40% No change 3,569,308 $435.3M
Federated Hermes, Inc. 0.92% Add +8.5% 3,476,604 $424.0M
California Public Employees Retirement System 0.29% Reduce -2.1% 3,453,926 $421.3M
JPMorgan Chase & Co. 0.03% Add +7.0% 3,197,884 $390.0M
Barclays PLC 0.15% Add +126.2% 2,722,172 $332.0M
American Century Companies Inc. 0.20% Reduce -28.1% 2,650,534 $323.3M
Envestnet Asset Management Inc. 0.10% Add +9.5% 2,628,423 $320.6M
Neuberger Berman Group LLC 0.27% Reduce -12.0% 2,616,367 $318.9M
Macquarie Group Ltd. 0.39% Reduce -15.9% 2,545,442 $310.5M
Amundi 0.11% Add +0.0% 2,489,941 $308.9M
Mitsubishi UFJ Trust & Banking Corp 0.72% Reduce -8.2% 2,252,498 $274.7M
Mackenzie Financial Corp. 0.39% Reduce -2.4% 2,251,170 $274.6M
Swiss National Bank 0.19% Reduce -0.1% 2,178,641 $265.7M
Capital Wealth Planning, LLC 2.29% Add +5.0% 2,169,182 $264.6M
Cullen Capital Management, LLC 2.98% Reduce -1.2% 2,115,647 $258.0M
First Trust Advisors LP 0.22% Add +23.6% 2,059,947 $251.3M
National Pension Service 0.23% Add +7.0% 1,997,914 $243.7M
Dimensional Fund Advisors LP 0.06% Add +2.5% 1,939,782 $236.6M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +0.8% 1,872,969 $228.4M
LPL Financial LLC 0.09% Add +9.1% 1,804,859 $220.1M
Caisse de depot et placement du Quebec 0.43% Add +18.9% 1,665,803 $203.2M
Deutsche Bank AG 0.08% Add +6.0% 1,596,653 $194.7M
BNP Paribas Financial Markets 0.15% Add +7.3% 1,586,232 $193.5M
Ensign Peak Advisors, Inc 0.36% Add +1.7% 1,539,999 $187.8M
HSBC Holdings PLC 0.12% Reduce -4.1% 1,529,697 $186.1M
Zimmer Partners, LP 3.74% Reduce -25.4% 1,511,629 $184.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.06% Add +0.8% 1,474,013 $179.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +13.1% 1,390,741 $169.6M
T. Rowe Price Associates Inc. 0.02% Reduce -5.2% 1,317,476 $160.7M
Rhumbline Advisers 0.15% Reduce -4.8% 1,290,940 $157.5M
Thrivent Financial for Lutherans 0.35% Reduce -0.0% 1,284,671 $156.6M
Bank of Montreal 0.08% Reduce -16.0% 1,277,398 $155.8M
Bessemer Group Inc. 0.27% Reduce -5.3% 1,230,644 $150.1M
Empower Advisory Group, LLC 0.48% Add +3.2% 1,196,214 $145.9M
AQR Capital Management 0.15% Add +67.3% 1,177,587 $143.1M
Adage Capital Partners Gp, L.L.C. 0.26% Add +359.1% 1,132,613 $138.1M
Russell Investments Group, Ltd. 0.19% Add +31.3% 1,114,249 $135.9M
Voya Investment Management LLC 0.18% Add +20.1% 1,102,810 $134.5M
Citigroup Inc. 0.10% Add +110.8% 1,100,985 $134.3M
Ameriprise Financial Inc. 0.04% Add +12.9% 1,081,224 $131.9M
Mariner, LLC 0.22% Add +3.3% 1,071,017 $130.6M
Zurich Insurance Group Ltd 1.04% Add +131.9% 1,055,482 $128.7M
Cohen & Steers, Inc. 0.23% Reduce -59.6% 1,023,067 $124.8M
Nordea Investment Management AB 0.13% Add +1.6% 1,012,352 $123.6M
Duff & Phelps Investment Management Co. 1.43% Add +12.6% 1,000,405 $122.0M
Principal Financial Group Inc. 0.07% Add +0.0% 955,722 $116.6M
Canada Pension Plan Investment Board 0.11% Reduce -45.0% 942,325 $114.9M
California State Teachers Retirement System 0.14% Add +0.0% 919,869 $112.2M
Great Lakes Advisors, LLC 1.00% Reduce -19.0% 915,217 $111.6M
OMERS ADMINISTRATION Corp 0.96% Add +2682.0% 895,647 $109.2M
Manufacturers Life Insurance Company, The 0.10% Reduce -2.1% 894,609 $109.1M
Alliancebernstein L.P. 0.04% Add +10.3% 878,955 $107.2M
Schroder Investment Management Group 0.10% Reduce -4.6% 851,312 $101.7M
New York State Common Retirement Fund 0.15% Reduce -3.3% 809,836 $98.8M
Cincinnati Insurance Co. 1.69% No change 794,816 $96.9M
Qube Research & Technologies Ltd 0.15% Add +119.0% 782,711 $95.5M
Natixis Advisors, LLC 0.18% Add +9.5% 777,607 $94.8M
HighTower Advisors, LLC 0.13% Add +1.7% 775,715 $94.6M
Stifel Financial Corp. 0.10% Add +6.5% 763,215 $93.1M
Victory Capital Management Inc. 0.09% Add +34.9% 745,775 $91.0M
Truist Financial Corp. 0.15% Reduce -0.3% 741,561 $90.4M
Focus Partners Wealth 0.23% Add +4.9% 740,630 $90.3M
Brookfield Corp 0.12% Reduce -7.4% 728,028 $88.8M
State Board of Administration of Florida Retirement System 0.18% No change 726,838 $88.7M
National Bank of Canada 0.10% Add +76.7% 713,970 $87.1M
PNC Financial Services Group, Inc. 0.04% Add +29.7% 677,775 $82.7M
Jones Financial Companies LLLP 0.07% Add +32.5% 677,924 $81.2M
Maple-Brown Abbott Ltd 5.49% Add +37.8% 659,883 $80.5M
Point72 Asset Management 0.23% Reduce -40.8% 657,815 $80.2M
Janney Montgomery Scott LLC 0.22% Add +0.8% 645,842 $78.8M
Korea Investment CORP 0.19% Add +2.1% 639,530 $78.0M
Baird Financial Group, Inc. 0.15% Add +22.1% 637,734 $77.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +10.1% 631,566 $77.0M
Bank of Nova Scotia 0.17% Add +229.0% 626,542 $76.4M
New York State Teachers Retirement System 0.18% Reduce -3.5% 624,587 $76.2M
Assenagon Asset Management S.A. 0.14% Reduce -66.8% 622,135 $75.9M
Commonwealth Equity Services, LLC 0.10% Add +2.8% 601,797 $73.4M
Millennium Management 0.07% Reduce -63.1% 597,146 $72.8M
Bartlett & Co. Wealth Management LLC 1.06% Reduce -3.5% 590,400 $72.0M
Allspring Global Investments Holdings, LLC 0.12% Reduce -6.6% 558,351 $67.6M
Fort Washington Investment Advisors Inc. 0.41% Reduce -2.0% 554,073 $67.6M
Two Sigma Investments, LP 0.15% Reduce -42.4% 538,226 $65.6M
Clark Capital Management Group, Inc. 0.46% Add +21.0% 526,533 $64.2M
Advisors Capital Management, LLC 0.94% Add +31.5% 494,838 $60.4M
Old Republic International Corp. 2.33% Reduce -12.2% 492,231 $60.0M
Cetera Investment Advisers 0.12% Add +10.6% 491,396 $59.9M
Soroban Capital Partners LP 0.84% New 485,677 $59.2M
Healthcare of Ontario Pension Plan Trust Fund 0.12% New 459,252 $56.0M
Sei Investments Co. 0.07% Reduce -22.8% 454,354 $55.4M
Two Sigma Advisers, LP 0.12% Reduce -5.2% 452,500 $55.2M
Brandywine Global Investment Management, LLC 0.40% Reduce -4.8% 445,048 $54.3M
Epoch Investment Partners, Inc. 0.28% Reduce -4.8% 444,601 $54.2M
State of Wisconsin Investment Board 0.14% Add +1.5% 433,473 $52.9M
CANADA LIFE ASSURANCE Co 0.09% Add +0.1% 423,254 $51.7M
Prudential Financial Inc. 0.07% Reduce -1.9% 420,895 $51.3M
Captrust Financial Advisors 0.13% Add +3.8% 418,872 $51.1M
Vaughan David Investments LLC 1.18% Add +0.8% 414,012 $50.5M
T. Rowe Price Investment Management, Inc. 0.03% New 408,930 $49.9M
Chevy Chase Trust Holdings, LLC 0.16% Add +0.3% 408,688 $49.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +9.3% 408,499 $49.8M
US Bancorp \de 0.06% Add +0.8% 396,360 $48.3M
Worldquant Millennium Advisors LLC 0.29% Add +728.3% 379,662 $46.3M
Aberdeen Group plc 0.09% Add +5.0% 381,116 $46.2M
Asset Management One Co., Ltd. 0.16% Add +2.8% 377,905 $46.1M
Edgar Lomax Co. 2.84% Add +156.5% 372,841 $45.5M
Crawford Investment Counsel Inc. 0.78% Add +0.3% 360,382 $44.0M
Pictet Asset Management Holding SA 0.05% Reduce -1.9% 357,518 $43.6M
Renaissance Technologies 0.07% Reduce -54.6% 356,050 $43.4M
Treasurer of the State of North Carolina 0.17% Add +4.1% 353,232 $43.1M
Osaic Holdings, Inc. 0.10% Add +3.9% 350,319 $42.8M
TD Asset Management Inc 0.04% Reduce -3.3% 345,143 $42.1M
Energy Income Partners, LLC 0.80% Add +2.0% 342,939 $41.8M
MML Investors Services, LLC 0.14% Add +7.2% 342,529 $41.8M
M&T Bank Corp 0.15% Reduce -5.2% 336,319 $41.0M
Foundry Partners, LLC 2.13% Add +20.3% 329,922 $40.2M
Cerity Partners LLC 0.08% Add +10.0% 329,593 $40.2M
Gabelli Funds LLC 0.31% Reduce -0.6% 327,000 $39.9M
Creative Planning 0.04% Add +4.9% 325,261 $39.7M
Heritage Wealth Advisors 2.00% Add +2.3% 324,092 $39.5M
Public Employees Retirement System of Ohio 0.14% Reduce -5.6% 320,602 $39.1M
Corient Private Wealth LP 0.06% Add +0.2% 320,418 $39.1M
Resona Asset Management Co.,Ltd. 0.23% Add +6.2% 320,396 $39.0M
Fifth Third Bancorp 0.14% Add +5.3% 312,210 $38.1M
Stephens Inc. 0.53% Add +6.6% 295,210 $36.0M
Cambridge Investment Research Advisors, Inc. 0.12% Add +7.7% 291,667 $35.6M
Guggenheim Capital LLC 0.33% Add +11.4% 286,627 $35.0M
CIBC Asset Management Inc 0.12% Add +31.9% 285,314 $34.8M
Mn Services Vermogensbeheer B.V. 0.27% Reduce -6.4% 284,300 $34.7M
Toronto Dominion Bank 0.09% Reduce -33.9% 281,047 $34.3M
Liberty One Investment Management, LLC 3.45% Reduce -0.5% 279,555 $34.1M
Nomura Asset Management Co. Ltd. 0.10% Add +5.8% 275,784 $33.6M
Royal London Asset Management Ltd. 0.08% Add +5.4% 267,613 $32.6M
Exchange Traded Concepts, LLC 0.58% Add +34.9% 266,337 $32.5M
State of Tennessee, Department of Treasury 0.12% Reduce -2.0% 265,144 $32.3M
State of New Jersey Common Pension Fund D 0.14% Reduce -9.3% 261,818 $31.9M
Comerica Bank 0.13% Reduce -2.6% 258,867 $31.6M
Man Group plc 0.10% Add +94.1% 258,064 $31.5M
Van Eck Associates Corp. 0.04% Add +6.3% 255,090 $31.1M
Commerce Bank 0.20% Reduce -2.7% 251,846 $30.7M
Magellan Asset Management Ltd 0.37% Add +0.7% 251,722 $30.7M
Payden & Rygel 2.60% Add +3.5% 248,190 $30.3M
Forsta Ap-Fonden 0.23% Reduce -2.1% 246,300 $30.0M
FUKOKU MUTUAL LIFE INSURANCE Co 2.20% Reduce -0.0% 244,066 $29.8M
FIL Ltd 0.03% Add +97.1% 236,374 $28.8M
D.A. Davidson & Co. 0.23% Add +2.2% 234,464 $28.6M
STRS Ohio 0.12% Reduce -2.3% 229,808 $28.0M
Thomasville National Bank 2.04% Add +2.6% 228,856 $27.9M
Yaupon Capital Management LP 2.04% Add +0.3% 228,495 $27.9M
Arizona State Retirement System 0.18% Add +1.8% 226,702 $27.7M
Sabal Trust CO 1.51% Reduce -1.0% 222,325 $27.1M
Huntington National Bank 0.26% Add +6.4% 216,314 $26.4M
DAVENPORT & Co LLC 0.16% Add +2.0% 215,545 $26.3M
State of Michigan Retirement System 0.15% Add +0.4% 210,536 $25.7M
Teacher Retirement System of Texas 0.11% Add +58.4% 208,625 $25.4M
Mercer Global Advisors Inc. 0.06% Add +10.5% 208,294 $25.4M
Bollard Group LLC 0.67% Add +0.8% 207,968 $25.4M
Public Sector Pension Investment Board 0.11% Reduce -27.3% 207,443 $25.3M
First Horizon Advisors, Inc. 0.71% Add +344.7% 207,140 $25.3M
Godsey & Gibb, Inc. 2.45% Add +1.1% 204,405 $24.9M
DekaBank Deutsche Girozentrale 0.05% Reduce -0.2% 207,862 $24.7M
MetLife Investment Management, LLC 0.13% Reduce -1.4% 201,473 $24.6M
QRG Capital Management, Inc. 0.25% Add +9.9% 201,257 $24.5M
Pinebridge Investments, L.P. 0.19% Reduce -7.2% 195,562 $23.9M
Stack Financial Management, Inc 1.98% Reduce -1.8% 194,867 $23.8M
CapWealth Advisors, LLC 2.56% Add +2.8% 193,298 $23.6M
Sanctuary Advisors, LLC 0.16% Add +1.0% 191,777 $23.4M
APG Asset Management N.V. 0.07% Reduce -14.8% 206,973 $23.4M
UMB Bank, n.a. 0.38% Add +0.3% 189,598 $23.1M
Bokf, NA 0.40% Add +7.6% 185,417 $22.6M
Oppenheimer Asset Management Inc. 0.28% Add +0.1% 184,181 $22.5M
Rockefeller Capital Management L.P. 0.06% Add +21.5% 184,160 $22.5M
Illinois Municipal Retirement Fund 0.32% Reduce -33.4% 181,035 $22.1M
Calamos Advisors LLC 0.15% Add +1.1% 178,657 $21.8M
Czech National Bank 0.20% Add +6.4% 178,235 $21.7M
NorthCrest Asset Manangement, LLC 0.66% Add +1.6% 177,978 $21.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -23.7% 176,567 $21.5M
Panagora Asset Management Inc. 0.11% Add +520.0% 176,208 $21.5M
Bruce & Co., Inc. 6.91% Reduce -10.2% 175,816 $21.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +0.9% 175,553 $21.4M
Daiwa Securities Group Inc. 0.09% Add +70.7% 174,979 $21.3M
Corebridge Financial, Inc. 0.12% Reduce -2.5% 173,075 $21.1M
Woodmont Investment Counsel LLC 1.52% Add +3.4% 172,733 $21.1M
Verition Fund Management LLC 0.12% Reduce -80.2% 171,393 $20.9M
IFM Investors Pty Ltd 0.22% Reduce -21.9% 169,826 $20.7M
Steward Partners Investment Advisory, LLC 0.18% Add +45.7% 169,557 $20.7M
Kestra Advisory Services, LLC 0.10% Add +9.3% 169,277 $20.6M
Retirement Systems of Alabama 0.08% Reduce -0.3% 166,754 $20.3M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -13.9% 165,858 $20.2M
Clarity Financial LLC 2.32% Add +9.0% 165,187 $20.1M
Sone Capital Management, LLC 2.07% Add +151.8% 165,090 $20.1M
Lockheed Martin Investment Management Co. 0.81% Add +19.4% 162,610 $19.8M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Add +628.1% 162,376 $19.6M
iA Global Asset Management Inc. 0.34% Add +81.5% 160,664 $19.6M
NewEdge Advisors, LLC 0.12% Add +5.7% 160,351 $19.6M
Aptus Capital Advisors, LLC 0.22% Add +19.8% 158,998 $19.4M
Orion Porfolio Solutions, LLC 0.19% Add +2.8% 157,534 $19.2M
Orion Portfolio Solutions, LLC 0.19% Add +2.8% 157,534 $19.2M
Daiichi Life Insurance Co., Ltd. 0.55% Reduce -1.4% 155,482 $19.0M
Tiaa Trust, National Association 0.06% Add +6.6% 154,808 $18.9M
Laurel Wealth Advisors LLC 2.93% Add +3.2% 153,406 $18.7M
Amalgamated Bank 0.16% Add +1.2% 153,039 $18.7M
Silvercrest Asset Management Group LLC 0.13% Add +52.1% 151,194 $18.4M
Canal Insurance CO 4.33% No change 150,166 $18.3M
Cibc World Market Inc. 0.04% Add +90.8% 149,371 $18.2M
CIBC Private Wealth Group LLC 0.04% Reduce -58.9% 156,644 $18.2M
Nissay Asset Management Corp. /Japan 0.12% Add +3.1% 148,826 $18.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -0.1% 147,732 $18.0M
Squarepoint Ops LLC 0.04% Reduce -71.4% 147,699 $18.0M
&partners 0.19% Add +10.3% 149,325 $17.8M
O'shaughnessy Asset Management, LLC 0.14% Add +25.2% 144,103 $17.6M
Citadel Advisors 0.02% Reduce -85.5% 141,150 $17.2M
Synovus Financial Corp. 0.22% Add +1.6% 140,940 $17.2M
Hudson Bay Capital Management LP 0.13% Reduce -10.4% 140,266 $17.1M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +2.2% 140,000 $17.1M
ARS Wealth Advisors Group, LLC 2.39% Reduce -0.1% 138,809 $16.9M
CWA Asset Management Group, LLC 0.79% Reduce -5.4% 135,710 $16.6M
South Dakota Investment Council 0.34% No change 135,586 $16.5M
Independent Advisor Alliance 0.54% Add +0.9% 135,059 $16.5M
Jump Financial, LLC 0.25% Add +1581.8% 134,626 $16.4M
Colonial Trust Advisors 1.45% Add +6.0% 133,189 $16.2M
Wealthfront Advisers LLC 0.04% Add +29.0% 132,966 $16.2M
Willis Investment Counsel 1.08% Add +18.7% 132,232 $16.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.4% 131,914 $16.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +95.2% 134,517 $16.1M
Quantinno Capital Management LP 0.10% Add +81.0% 130,729 $15.9M
Financial Counselors Inc. 0.24% Reduce -18.4% 129,736 $15.8M
Utah Retirement Systems 0.18% No change 127,786 $15.6M
Robeco Institutional Asset Management B.V. 0.03% Reduce -11.3% 127,598 $15.6M
Beck Mack & Oliver LLC 0.31% Add +0.8% 126,365 $15.4M
Guardian Partners Inc. 1.57% Reduce -0.0% 125,009 $15.2M
USS Investment Management Ltd 0.12% Reduce -42.1% 124,291 $15.2M
Townsquare Capital LLC 0.16% Add +3.0% 123,379 $15.0M
ProShare Advisors LLC 0.03% Reduce -7.4% 122,150 $14.9M
Brookstone Capital Management 0.21% Add +3.9% 121,572 $14.8M
Cantor Fitzgerald Investment Advisors L.P. 1.07% Reduce -11.0% 120,847 $14.7M
SIR Capital Management, L.P. 1.29% New 120,200 $14.7M
Gotham Asset Management 0.12% Add +51.2% 119,110 $14.5M
Pinnacle Financial Partners Inc 0.29% Add +9.9% 127,419 $14.5M
Intact Investment Management Inc. 0.49% No change 117,100 $14.3M
Yousif Capital Management, LLC 0.16% Reduce -1.1% 116,110 $14.2M
Capital Fund Management S.A. 0.18% Reduce -15.7% 115,976 $14.1M
Stonebridge Capital Advisors LLC 1.15% Add +1.5% 115,911 $14.1M
Vestcor Inc 0.47% Reduce -4.4% 115,438 $14.1M
Police & Firemen's Retirement System of New Jersey 0.14% No change 112,321 $13.7M
Xponance LLC 0.13% Add +1.7% 112,051 $13.7M
Hennessy Advisors Inc. 0.45% Reduce -4.7% 111,887 $13.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +5.3% 107,675 $13.1M
Avantax Advisory Services, Inc. 0.08% Add +3.1% 107,593 $13.1M
Janus Henderson Group PLC 0.01% Add +8.9% 106,641 $12.7M
Investment Management Corp of Ontario 0.26% Add +30.3% 104,227 $12.7M
Vanguard Personalized Indexing Management, LLC 0.19% Add +8.9% 104,136 $12.7M
New York Life Investment Management LLC 0.13% Add +0.1% 103,714 $12.6M
Kettle Hill Capital Management, LLC 3.45% New 102,921 $12.6M
FineMark National Bank & Trust 0.46% Add +0.1% 102,880 $12.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.1% 102,315 $12.5M
Allworth Financial LP 0.07% Add +10.9% 102,965 $12.4M
Rwa Wealth Partners, LLC 0.16% Reduce -4.7% 101,134 $12.3M
Pathstone Holdings, LLC 0.05% Add +6.9% 101,116 $12.3M
Bogart Wealth, LLC 0.57% Add +3.1% 98,975 $12.1M
Agf Management Ltd. 0.06% Reduce -2.6% 98,163 $12.0M
CCM Investment Advisers LLC 1.46% Add +16.9% 97,697 $11.9M
Lowe Brockenbrough & Co. Inc. 0.78% Add +10.6% 97,091 $11.8M
Jefferies Financial Group Inc. 0.21% Add +3854.4% 96,646 $11.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -75.0% 142,176 $11.7M
Oppenheimer & Co. Inc. 0.18% Add +0.8% 95,442 $11.6M
Keybank National Association 0.05% Add +0.4% 94,879 $11.6M
Employees Retirement System of Texas 0.13% New 94,338 $11.5M
Greenland Capital Management LP 2.04% Reduce -15.3% 94,260 $11.5M
J.W. Cole Advisors, Inc. 0.36% Add +154.7% 93,930 $11.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% — 93,900 $11.5M
Cibc World Markets Corp. 0.09% Reduce -23.3% 93,441 $11.4M
Janney Capital Management LLC 0.78% Reduce -5.1% 93,263 $11.4M
Azimuth Capital Investment Management LLC 0.45% Add +2.6% 92,864 $11.3M
Atria Wealth Solutions, Inc. 0.14% Reduce -9.3% 92,104 $11.2M
Bcwm, LLC 3.87% Add +0.2% 91,268 $11.1M
Blair William & Co. 0.03% Reduce -2.5% 91,188 $11.1M
State of Alaska, Department of Revenue 0.13% Add +3.2% 90,915 $11.1M
Biondo Investment Advisors, LLC 1.57% Add +2.9% 90,613 $11.1M
Mutual of America Capital Management LLC 0.13% Reduce -2.5% 90,226 $11.0M
Linscomb Wealth, Inc. 0.55% Add +1.1% 89,931 $11.0M
River Road Asset Management, LLC 0.15% Reduce -4.9% 89,630 $10.9M
First Citizens Bank & Trust Co. 0.27% Add +8.7% 88,382 $10.8M
Bell Bank 0.58% Add +3.7% 87,629 $10.7M
New Age Alpha Advisors, LLC 0.48% Reduce -14.0% 87,477 $10.7M
Tompkins Financial Corp. 1.00% Reduce -0.9% 85,655 $10.4M
Anchor Investment Management, LLC 0.93% Add +0.3% 81,521 $9.9M
Oak Grove Capital LLC 2.33% Reduce -10.9% 79,990 $9.8M
Capital Investment Advisory Services, LLC 0.87% Add +2.3% 79,401 $9.7M
Romano Brothers and Company 1.25% Reduce -4.4% 79,394 $9.7M
Alley Investment Management Company, LLC 1.18% Add +0.8% 77,067 $9.4M
Waverly Advisors, LLC 0.11% Add +12.8% 76,509 $9.3M
CHURCHILL MANAGEMENT Corp 0.12% Add +0.1% 75,234 $9.2M
Wesbanco Bank Inc. 0.32% Add +23.4% 74,769 $9.1M
Private Advisor Group, LLC 0.06% Reduce -1.6% 74,707 $9.1M
Florida Trust Wealth Management Co 0.29% Reduce -2.1% 73,993 $9.0M
Camden National Bank 1.32% Reduce -2.3% 73,049 $8.9M
HB Wealth Management, LLC 0.07% Add +6.0% 72,807 $8.9M
Advocate Group LLC 1.62% Reduce -4.3% 72,734 $8.9M
New England Asset Management Inc. 1.48% Add +8.0% 71,565 $8.7M
Kestra Private Wealth Services, LLC 0.15% Add +2.1% 71,418 $8.7M
Loomis Sayles & Co. L P 0.01% Add +36.3% 71,234 $8.7M
SummitTX Capital, L.P. 0.38% — 71,135 $8.7M
Meyer Handelman Co. 0.30% Reduce -6.6% 70,572 $8.6M
Rafferty Asset Management, LLC 0.04% Reduce -19.5% 69,829 $8.5M
Rakuten Investment Management, Inc. 0.04% — 70,830 $8.5M
Windward Capital Management Co. 0.73% Reduce -1.1% 69,291 $8.5M
Glenmede Trust Co. NA 0.05% Add +44.9% 69,219 $8.4M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +138.6% 69,014 $8.4M
B. Riley Wealth Advisors, Inc. 0.26% Add +0.9% 68,998 $8.4M
Susquehanna International Group, LLP 0.01% Reduce -83.3% 68,488 $8.4M
SG Americas Securities, LLC 0.03% Add +84.2% 68,259 $8.3M
Strategic Advisors LLC 1.60% Reduce -0.0% 67,991 $8.3M
Oregon Public Employees Retirement Fund 0.16% Add +0.7% 66,671 $8.1M
Farmers & Merchants Investments Inc. 0.26% Add +1.8% 66,393 $8.1M
Cincinnati Casualty Co. 4.63% No change 66,300 $8.1M
Tectonic Advisors LLC 0.50% Add +7.5% 65,780 $8.0M
Park Avenue Securities LLC 0.10% Add +5.3% 65,592 $8.0M
Woodline Partners LP 0.05% Add +41.3% 65,560 $8.0M
Metis Global Partners, LLC 0.22% Add +13.0% 65,420 $8.0M
NewSquare Capital LLC 0.65% Reduce -0.5% 66,044 $7.9M
Reliant Investment Partners, LLC 8.09% Reduce -7.9% 65,095 $7.9M
Zions Bancorporation, National Association 0.50% — 64,646 $7.9M
Commerzbank Aktiengesellschaft 0.18% Add +13.6% 64,222 $7.8M
First PREMIER Bank 1.97% Add +3.3% 63,601 $7.8M
Alaska Permanent Fund Corp 0.11% No change 63,385 $7.7M
Patten & Patten Inc. 0.52% Reduce -0.8% 63,112 $7.7M
Capitolis Liquid Global Markets LLC 0.07% New 62,900 $7.7M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -85.5% 62,567 $7.6M
Swiss Life Asset Management Ltd 0.06% Add +24.7% 62,566 $7.6M
Prospera Financial Services Inc 0.18% Reduce -6.4% 62,510 $7.6M
Mizuho Securities USA LLC 0.16% Reduce -15.1% 62,134 $7.6M
Washington Trust Bank 0.76% Add +2.8% 61,950 $7.6M
GLOBALT Investments LLC / GA 0.31% Add +0.7% 61,257 $7.5M
Welch & Forbes LLC 0.10% Reduce -2.2% 61,070 $7.4M
Oak Harvest Investment Services 1.03% Add +0.5% 60,627 $7.4M
BCM Advisors, LLC 1.66% No change 60,366 $7.3M
Resolution Capital Ltd 0.14% Add +7.6% 59,995 $7.3M
Edgestream Partners, L.P. 0.25% Add +1741.9% 59,769 $7.3M
Teachers Retirement System of the State of Kentucky 0.07% Add +4.3% 59,643 $7.3M
KBC Group NV 0.02% Reduce -4.9% 59,606 $7.3M
Cary Street Partners Financial LLC 0.23% Add +93.9% 59,120 $7.2M
Capital Investment Advisors, LLC 0.14% Add +2.4% 58,917 $7.2M
Savant Capital, LLC 0.06% Reduce -30.1% 58,537 $7.1M
GF Fund Management Co. LTD. 0.17% Add +2.6% 58,099 $7.1M
Colonial Trust Co / SC 1.10% Add +2.0% 58,081 $7.1M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -39.6% 57,671 $7.0M
Pathway Financial Advisers, LLC 2.41% Reduce -1.3% 57,522 $7.0M
AMJ Financial Wealth Management 2.10% New 57,375 $7.0M
NEOS Investment Management LLC 0.13% Add +22.3% 57,079 $7.0M
Brown Advisory Inc. 0.01% Reduce -2.9% 56,875 $6.9M
Founders Financial Alliance, LLC 1.64% Add +2.3% 55,515 $6.8M
Atria Investments, Inc 0.09% Add +0.4% 55,240 $6.7M
Parsons Capital Management Inc. 0.37% No change 55,094 $6.7M
Allianz Asset Management GmbH 0.01% Add +253.4% 54,866 $6.7M
KMG Fiduciary Partners, LLC 0.56% Add +5.2% 54,812 $6.7M
Dean Investment Associates, LLC 0.99% Reduce -9.4% 54,742 $6.7M
Coldstream Capital Management Inc. 0.14% Add +2.4% 54,587 $6.7M
Calydon Capital 1.23% Add +3.7% 54,310 $6.6M
UniSuper Management Pty Ltd 0.05% Add +3.4% 54,124 $6.6M
Tower Research Capital LLC (TRC) 0.19% Add +0.7% 53,562 $6.5M
Clough Capital Partners L P 0.82% Add +13.9% 53,352 $6.5M
Union Bancaire Privee, UBP SA 0.13% Add +15.5% 58,575 $6.5M
Estabrook Capital Management 1.04% Reduce -0.9% 52,765 $6.4M
Advisory Services Network, LLC 0.12% Reduce -20.1% 52,751 $6.4M
Kentucky Retirement Systems 0.20% Reduce -0.7% 52,695 $6.4M
Morgan Dempsey Capital Management LLC 2.68% Reduce -9.9% 52,670 $6.4M
Fayez Sarofim & Co 0.02% Reduce -1.8% 52,560 $6.4M
ProVise Management Group, LLC 0.54% Reduce -0.8% 52,537 $6.4M
Johnson Investment Counsel Inc. 0.06% Add +17.5% 52,244 $6.4M
Beacon Pointe Advisors, LLC 0.07% Add +0.7% 52,219 $6.4M
Farmers Trust Co. 1.19% Add +0.4% 52,013 $6.3M
Argent Trust Co 0.26% Reduce -1.3% 51,969 $6.3M
Sterling Capital Management LLC 0.10% Reduce -10.1% 51,913 $6.3M
Hudson Edge Investment Partners Inc. 1.28% Reduce -4.8% 51,776 $6.3M
Smith Salley Wealth Management 0.41% Add +0.5% 51,757 $6.3M
Pacer Advisors, Inc. 0.02% Reduce -36.5% 51,689 $6.3M
TD Private Client Wealth LLC 0.17% Add +3.6% 51,629 $6.3M
Beacon Investment Advisory Services, Inc. 0.29% Add +8.1% 51,354 $6.3M
Money Concepts Capital Corp. 0.47% Add +6.0% 51,333 $6.3M
Moors & Cabot, Inc. 0.32% Add +0.0% 51,264 $6.3M
Prudential PLC 0.03% Reduce -26.5% 50,917 $6.2M
Clearstead Advisors, LLC 0.10% Add +19.4% 50,865 $6.2M
Covington Investment Advisors Inc. 0.96% Add +2.7% 50,823 $6.2M
BTG Pactual Asset Management US LLC 0.80% Reduce -51.0% 50,496 $6.2M
Ieq Capital, LLC 0.05% Add +50.2% 50,472 $6.2M
Ellsworth Advisors, LLC 1.60% Add +1.1% 49,979 $6.1M
Jamison Private Wealth Management, Inc. 0.93% Add +1.2% 49,941 $6.1M
Family Legacy, Inc. 2.08% Reduce -0.3% 49,633 $6.1M
OneDigital Investment Advisors LLC 0.07% Add +0.3% 49,202 $6.0M
Eliot Finkel Investment Counsel, LLC 4.08% Reduce -1.3% 49,134 $6.0M
CENTRAL TRUST Co 0.15% Reduce -2.5% 48,709 $5.9M
Schaper Benz & Wise Investment Counsel Inc. 0.48% Reduce -3.1% 48,658 $5.9M
Geneos Wealth Management Inc. 0.20% Reduce -8.6% 48,518 $5.9M
SouthState Bank Corp 0.27% Add +3.5% 48,276 $5.9M
Benedict Financial Advisors Inc. 1.36% Add +1.1% 48,229 $5.9M
one8zero8, LLC 1.37% Reduce -26.9% 47,611 $5.8M
Red Door Wealth Management, LLC 0.86% Add +9.8% 47,572 $5.8M
Hartford Investment Management Co. 0.20% Reduce -0.6% 47,330 $5.8M
Assetmark, Inc. 0.02% Add +23.6% 47,304 $5.8M
D. E. Shaw & Co. 0.01% Reduce -87.3% 47,297 $5.8M
Quadcap Wealth Management, LLC 0.83% Add +0.5% 46,938 $5.7M
Philadelphia Trust Co. 0.49% Reduce -29.2% 46,884 $5.7M
Chicago Partners Investment Group LLC 0.19% Add +2.0% 45,894 $5.6M
Marshall Wace, LLP 0.01% Reduce -81.3% 45,997 $5.6M
Whitener Capital Management, Inc. 1.58% Add +3.6% 45,778 $5.6M
Benjamin Edwards Inc. 0.08% Reduce -34.4% 45,626 $5.6M
Alberta Investment Management Corp 0.04% No change 45,600 $5.6M
Concurrent Investment Advisors, LLC 0.13% Add +6.8% 45,333 $5.5M
Wasatch Advisors LP 0.03% Reduce -14.9% 45,276 $5.5M
United Capital Financial Advisors, LLC 0.05% Add +5.3% 45,045 $5.5M
Tufton Capital Management 1.05% Add +1.3% 44,809 $5.5M
Boston Research & Management Inc. 1.35% Reduce -3.1% 44,807 $5.5M
Jackson Hole Capital Partners, LLC 1.08% Reduce -1.8% 44,517 $5.4M
Sigma Planning Corp 0.17% Reduce -4.9% 44,218 $5.4M
Highland Capital Management, LLC 0.32% Reduce -0.9% 44,180 $5.4M
Beacon Financial Group 0.59% Reduce -5.8% 43,934 $5.4M
Kingsview Wealth Management, LLC 0.10% Add +0.7% 43,878 $5.4M
Gulf International Bank (UK) Ltd 0.18% Reduce -28.8% 43,832 $5.3M
Stratos Wealth Partners, LTD. 0.08% Reduce -6.0% 43,818 $5.3M
Advisors Asset Management, Inc. 0.10% Add +3.5% 42,946 $5.2M
Aull & Monroe Investment Management Corp 2.61% Add +5.2% 42,929 $5.2M
Apollon Wealth Management, LLC 0.12% Add +3.2% 42,867 $5.2M
AlphaStar Capital Management, LLC 0.53% Add +7.2% 42,808 $5.2M
Merit Financial Group, LLC 0.08% Add +29.5% 42,693 $5.2M
Global Wealth Management Investment Advisory, Inc. 1.04% Add +1.6% 42,619 $5.2M
Vontobel Holding Ltd. 0.02% Add +1.3% 42,533 $5.2M
Choreo, LLC 0.08% Reduce -5.1% 42,501 $5.2M
Crossmark Global Holdings, Inc. 0.09% Reduce -0.6% 42,172 $5.1M
Semmax Financial Advisors Inc. 1.38% Add +1.6% 42,343 $5.1M
Louisiana State Employees Retirement System 0.10% Add +0.2% 41,700 $5.1M
Sky Investment Group LLC 0.96% Add +0.5% 41,576 $5.1M
Holderness Investments Co. 1.17% Add +0.8% 41,150 $5.0M
Securian Asset Management, Inc. 0.15% Reduce -1.2% 41,025 $5.0M
Richard C. Young & CO., LTD. 0.54% Add +3.1% 41,010 $5.0M
Strategic Planning Group, LLC 0.98% Add +8.2% 40,891 $5.0M
Nixon Peabody Trust Co. 0.42% Add +0.7% 40,840 $5.0M
Leavell Investment Management, Inc. 0.25% Reduce -0.6% 40,639 $5.0M
Cwm, LLC 0.02% Reduce -3.3% 40,621 $5.0M
Stablepoint Partners, LLC 0.89% Add +0.9% 40,458 $4.9M
Peapack Gladstone Financial Corp. 0.07% Reduce -1.1% 40,417 $4.9M
SteelPeak Wealth, LLC 0.21% Add +41.5% 40,286 $4.9M
Principle Wealth Partners LLC 0.35% Reduce -3.8% 40,236 $4.9M
Capital & Planning, LLC 3.61% Add +9.4% 39,868 $4.9M
Elo Mutual Pension Insurance Co 0.11% Reduce -43.5% 39,788 $4.9M
Regions Financial Corp. 0.04% Reduce -2.6% 39,735 $4.8M
Occidental Asset Management, LLC 0.73% Add +7.2% 39,640 $4.8M
Virginia Wealth Management Group, Inc. 2.95% Reduce -0.6% 39,101 $4.8M
Moneco Advisors, LLC 0.49% Reduce -0.3% 38,830 $4.7M
Providence Capital Advisors, LLC 0.98% Add +2.2% 38,811 $4.7M
Cincinnati Financial Corp. 0.11% No change 38,784 $4.7M
First Bank & Trust 0.91% Reduce -2.3% 38,396 $4.7M
Thompson Siegel & Walmsley LLC 0.08% No change 38,219 $4.7M
Daymark Wealth Partners, LLC 0.20% Reduce -2.0% 38,170 $4.7M
Lido Advisors, LLC 0.03% Add +14.4% 37,917 $4.6M
Townsend & Associates, Inc 0.48% Reduce -3.9% 38,467 $4.6M
Andrew Hill Investment Advisors, Inc. 4.46% Add +338.6% 37,763 $4.6M
Bragg Financial Advisors, Inc 0.19% Add +2.1% 37,638 $4.6M
Lazard Asset Management LLC 0.01% Add +19.0% 37,622 $4.6M
GWN Securities Inc. 0.26% Add +118.7% 37,662 $4.6M
Level Four Advisory Services, LLC 0.19% Add +14.5% 37,325 $4.6M
MAI Capital Management 0.03% Reduce -0.3% 37,181 $4.5M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +3.3% 37,159 $4.5M
Trexquant Investment LP 0.05% New 36,954 $4.5M
Csenge Advisory Group 0.25% Add +5.2% 36,792 $4.5M
Natixis 0.03% New 36,468 $4.4M
IFG Advisory, LLC 0.24% Add +5.1% 36,164 $4.4M
Nisa Investment Advisors, LLC 0.02% Reduce -3.6% 36,107 $4.4M
Maryland State Retirement & Pension System 0.10% Reduce -13.2% 36,080 $4.4M
Strategy Asset Managers LLC 0.91% Add +2.5% 36,065 $4.4M
New Mexico Educational Retirement Board 0.16% Reduce -1.9% 36,060 $4.4M
Pegasus Asset Management, Inc. 1.75% Add +3.9% 35,916 $4.4M
Shelton Capital Management 0.10% Reduce -1.9% 35,853 $4.4M
Sequoia Financial Advisors, LLC 0.03% Add +0.2% 35,828 $4.4M
Principal Securities, Inc. 0.10% Add +0.2% 40,132 $4.3M
Twin Capital Management Inc. 0.50% Reduce -2.1% 35,282 $4.3M
Trust Co. of Toledo NA 0.56% Add +28.0% 34,953 $4.3M
Blue Trust, Inc. 0.05% Add +2.7% 34,786 $4.2M
Marco Investment Management LLC 0.39% Reduce -0.4% 34,516 $4.2M
Stock Yards Bank & Trust Co. 0.15% Reduce -2.6% 34,367 $4.2M
Bahl & Gaynor LLC 0.02% Add +4.8% 34,221 $4.2M
Spectrum Asset Management, Inc. (NB/CA) 1.85% Reduce -0.3% 34,219 $4.2M
Morton Community Bank 1.09% Add +1.1% 34,182 $4.2M
Norinchukin Bank, The 0.08% Add +13.0% 34,165 $4.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.27% Reduce -4.0% 33,974 $4.1M
Intech Investment Management LLC 0.04% Add +35.4% 33,946 $4.1M
Logan Capital Management Inc. 0.19% Add +0.0% 33,928 $4.1M
L & S Advisors Inc 0.58% Add +0.4% 33,842 $4.1M
Rothschild Investment LLC 0.27% Add +4.3% 33,679 $4.1M
Constitution Capital LLC 2.26% Add +6.9% 33,404 $4.1M
FAS Wealth Partners, Inc. 0.33% Add +3.8% 33,351 $4.1M
Pinnacle Associates Ltd. 0.06% Reduce -4.6% 33,300 $4.1M
Townsend Asset Management Corp. /NC/ 1.56% Add +2.8% 33,258 $4.1M
TrinityBridge Ltd 0.12% Reduce -0.6% 33,197 $4.0M
Atlantic Union Bankshares Corp 0.24% Reduce -3.3% 33,132 $4.0M
Royal Fund Management, LLC 0.48% Reduce -0.4% 32,664 $4.0M
Plimoth Trust Co. LLC 1.05% Add +3.0% 33,058 $4.0M
Lanark Financial, Inc. 0.34% — 32,959 $4.0M
Farmers National Bank 1.13% Add +10.6% 32,945 $4.0M
American Assets Investment Management, LLC 0.35% No change 32,666 $4.0M
Sowell Financial Services LLC 0.18% Add +1.4% 32,596 $4.0M
Axxcess Wealth Management, LLC 0.11% Add +0.9% 32,541 $4.0M
Credit Agricole S A 0.01% Reduce -63.2% 32,500 $4.0M
Banque Cantonale Vaudoise 0.17% — 32,499 $4.0M
Salem Investment Counselors Inc. 0.14% Reduce -18.5% 32,439 $4.0M
Seven Springs Wealth Group, LLC 1.43% Reduce -13.0% 32,222 $3.9M
Fulton Bank, N.A. 0.16% Reduce -1.5% 32,146 $3.9M
Greenwood Capital Associates LLC 0.53% Add +2.9% 31,999 $3.9M
Caldwell Trust Co 0.42% Reduce -1.6% 31,882 $3.9M
Bailard, Inc. 0.10% Reduce -0.4% 31,799 $3.9M
Simmons Bank 0.29% Reduce -6.1% 31,713 $3.9M
Arkadios Wealth Advisors 0.15% Add +146.9% 31,562 $3.8M
Trustmark Bank Trust Department 0.28% Add +9.6% 31,489 $3.8M
Snowden Capital Advisors LLC 0.12% Add +5.7% 31,488 $3.8M
Carson Advisory Inc. 2.58% Reduce -0.7% 31,419 $3.8M
PFG Investments, LLC 0.25% Add +0.5% 31,409 $3.8M
Hennion & Walsh Asset Management, Inc. 0.17% Add +6.4% 31,263 $3.8M
Drucker Wealth 3.0, LLC 0.83% Reduce -8.2% 30,971 $3.8M
Lynch & Associates 0.82% Reduce -1.4% 30,942 $3.8M
Schnieders Capital Management LLC 0.81% Reduce -5.2% 30,923 $3.8M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.5% 30,879 $3.8M
Argyle Capital Management, LLC 1.40% Add +0.2% 30,874 $3.8M
Triangle Securities Wealth Management 0.97% Add +0.8% 30,824 $3.8M
Slocum, Gordon & Co LLP 2.80% No change 30,790 $3.8M
Integrated Wealth Concepts LLC 0.04% Add +1.9% 30,715 $3.7M
Goodman Advisory Group, LLC 1.14% Reduce -6.9% 30,661 $3.7M
Cornerstone Advisors, LLC 0.16% Reduce -16.6% 30,600 $3.7M
Chemung Canal Trust Co. 0.82% Add +114.5% 30,581 $3.7M
Profund Advisors LLC 0.16% Reduce -26.8% 30,566 $3.7M
Sagespring Wealth Partners, LLC 0.09% Add +24.8% 30,534 $3.7M
Physicians Financial Services, Inc. 1.18% Add +55.1% 30,362 $3.7M
Cohen Capital Management, Inc. 0.63% No change 30,133 $3.7M
Shepherd Financial Partners LLC 0.43% Add +4.3% 30,048 $3.7M
AE Wealth Management LLC 0.03% Add +4.7% 30,017 $3.7M
Banque Pictet & Cie SA 0.04% No change 30,000 $3.7M
Cypress Capital Group 0.47% Add +50.0% 29,435 $3.6M
EP Wealth Advisors, LLC 0.03% Add +1.6% 28,997 $3.5M
Empire Financial Management Company, LLC 1.07% Add +6.6% 28,454 $3.5M
Texas Yale Capital Corp. 0.14% Reduce -0.3% 28,359 $3.5M
FourThought Financial Partners, LLC 0.36% Add +15.7% 28,322 $3.5M
Ascent Group, LLC 0.15% Add +17.3% 28,078 $3.4M
Turtle Creek Wealth Advisors, LLC 0.51% New 28,062 $3.4M
Advisors Management Group Inc. 0.74% Reduce -0.8% 27,843 $3.4M
SevenBridge Financial Group, LLC 0.67% Add +28.0% 29,288 $3.4M
SVB Wealth LLC 0.14% Add +33.7% 27,691 $3.4M
First National Bank of Omaha 0.23% Reduce -1.5% 27,644 $3.4M
Montag A & Associates Inc. 0.17% Reduce -4.4% 27,615 $3.4M
Sheets Smith Wealth Management 0.42% Add +0.3% 27,517 $3.4M
Birmingham Capital Management Co. Inc. 1.26% Reduce -7.6% 27,353 $3.3M
Guardian Capital LP 0.13% No change 27,266 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -5.9% 27,184 $3.3M
HighPoint Advisor Group LLC 0.19% Add +3.6% 27,238 $3.3M
CGN Advisors LLC 0.32% Add +10.7% 27,053 $3.3M
Fox Hill Wealth Management 1.95% Add +3.5% 27,045 $3.3M
Premier Fund Managers Ltd 0.12% Reduce -8.3% 27,500 $3.3M
Wealth Group, Ltd. 2.12% Add +17.1% 26,782 $3.3M
Hilltop Holdings Inc. 0.21% Add +2.1% 26,762 $3.3M
Old North State Wealth Management, LLC 1.81% Add +5.0% 26,639 $3.3M
Empirical Finance, LLC 0.20% Add +1.7% 26,600 $3.2M
Rowlandmiller & Partners.adv 0.68% Add +1.3% 26,555 $3.2M
Vident Advisory, LLC 0.05% Add +73.2% 26,352 $3.2M
Stonegate Investment Group, LLC 0.09% Add +8.2% 26,310 $3.2M
Franklin Street Advisors Inc. 0.23% Reduce -0.4% 26,223 $3.2M
Bleakley Financial Group, LLC 0.10% Add +7.2% 26,044 $3.2M
Mill Capital Management, LLC 0.25% Add +0.0% 26,026 $3.2M
Focus Partners Advisor Solutions, LLC 0.05% Add +9.5% 25,939 $3.2M
Vaughan Nelson Investment Management, L.P. 0.03% No change 25,850 $3.2M
Tradewinds, LLC. 0.89% Add +0.0% 25,813 $3.1M
Dynamic Advisor Solutions LLC 0.10% Add +3.5% 25,588 $3.1M
Equitable Holdings, Inc. 0.03% Add +12.0% 25,527 $3.1M
Live Oak Private Wealth LLC 0.50% Add +1.8% 25,478 $3.1M
WealthShield Partners, LLC 0.40% Add +29.9% 25,373 $3.1M
Equitable Trust Co. 0.17% Reduce -0.3% 25,234 $3.1M
Mgo One Seven LLC 0.12% Reduce -2.5% 25,033 $3.1M
Praxis Investment Management Inc. 0.21% No change 24,994 $3.0M
Dark Forest Capital Management LP 0.14% New 24,953 $3.0M
Cullinan Associates Inc. 0.21% Reduce -6.1% 24,912 $3.0M
Apollon Financial, LLC 0.72% Reduce -2.0% 24,862 $3.0M
Evercore Wealth Management, LLC 0.05% Reduce -0.6% 24,836 $3.0M
United Community Bank 1.13% Add +264.8% 24,826 $3.0M
Naples Global Advisors, LLC 0.29% Reduce -2.8% 24,761 $3.0M
Regal Investment Advisors LLC 0.24% Reduce -20.5% 24,745 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.6% 24,681 $3.0M
Counterweight Ventures, LLC 2.15% Add +1.9% 24,579 $3.0M
CW Advisors, LLC 0.04% Add +154.2% 25,849 $3.0M
Shoker Investment Counsel, Inc. 1.01% Add +2.5% 24,510 $3.0M
Aspire Private Capital, LLC 0.74% Reduce -1.4% 24,463 $3.0M
Occudo Quantitative Strategies LP 0.40% Add +181.1% 24,964 $3.0M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -2.0% 24,383 $3.0M
Orleans Capital Management Corp. 1.74% Add +0.4% 24,274 $3.0M
Allstate Corp. 0.09% Add +3.5% 23,891 $2.9M
Abc Arbitrage SA 0.54% New 23,748 $2.9M
Old North State Trust, LLC 1.84% No change 26,868 $2.9M
Home Federal Bank of Tennessee 0.85% No change 23,585 $2.9M
Segall Bryant & Hamill, LLC 0.04% No change 23,583 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -46.3% 23,566 $2.9M
BLB&B Advisors, LLC 0.15% Reduce -1.7% 23,538 $2.9M
Griffith & Werner, Inc. 1.78% Add +5.4% 23,535 $2.9M
NorthCoast Asset Management LLC 0.01% Add +4.9% 23,468 $2.9M
KKM Financial LLC 1.21% Add +3.3% 23,461 $2.9M
Rodgers Brothers Inc. 0.38% Reduce -0.1% 23,442 $2.9M
Hall Capital Management Co. Inc. 1.32% Add +2.8% 23,439 $2.9M
Forte Capital LLC 0.34% Add +2.5% 23,197 $2.8M
Empowered Funds, LLC 0.04% Add +19.6% 23,162 $2.8M
IFP Advisors, Inc 0.09% Reduce -1.8% 23,131 $2.8M
GTS Securities LLC 0.12% Add +389.4% 22,975 $2.8M
Resources Management Corp. /CT/ 0.39% Reduce -0.1% 22,928 $2.8M
Woodard & Co. Asset Management Group Inc. 0.58% Add +7.5% 22,794 $2.8M
Kentucky Trust Co 1.65% Reduce -0.1% 22,774 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +78.7% 22,765 $2.8M
Wealthspire Advisors, LLC 0.02% Reduce -5.7% 22,761 $2.8M
Stiles Financial Services Inc 1.06% Add +0.3% 22,666 $2.8M
Iowa State Bank 0.59% Reduce -6.7% 22,614 $2.8M
Bank & Trust Co 2.25% Reduce -2.8% 22,609 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +448.6% 22,609 $2.8M
Vinva Investment Management Ltd 0.11% Add +4.7% 23,029 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.54% Reduce -0.0% 22,531 $2.7M
Creative Financial Designs Inc. 0.22% Add +0.1% 22,488 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -10.2% 22,444 $2.7M
Lee Danner & Bass Inc. 0.22% Reduce -3.4% 22,437 $2.7M
Sound View Wealth Advisors Group, LLC 0.22% Reduce -0.4% 22,416 $2.7M
Cornerstone Capital, Inc. 0.29% Reduce -1.0% 22,379 $2.7M
Dakota Wealth Management 0.06% Reduce -0.3% 22,239 $2.7M
Berkeley Capital Partners, LLC 0.74% Add +4.8% 21,955 $2.7M
Strategic Blueprint, LLC 0.15% Add +5.7% 21,923 $2.7M
Holocene Advisors, LP 0.01% Reduce -27.1% 21,862 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +1823.4% 21,734 $2.7M
Harbour Investments, Inc. 0.08% Add +2.6% 21,701 $2.6M
World Investment Advisors 0.07% Add +8.8% 21,456 $2.6M
Marshall Investment Management, LLC 1.62% Add +3.2% 21,422 $2.6M
Bison Wealth, LLC 0.24% Add +371.8% 21,354 $2.6M
Hardin Capital Partners, LLC 1.59% Add +1.4% 21,241 $2.6M
Rice Partnership, LLC 0.53% New 21,176 $2.6M
Cannon Wealth Management Services, LLC 2.31% Add +7.9% 21,066 $2.6M
Cornerstone Wealth Group, LLC 0.21% Add +1.1% 21,046 $2.6M
Delta Global Management LP 0.18% New 20,926 $2.6M
Patrick Mauro Investment Advisor, INC. 1.39% Reduce -4.4% 20,904 $2.5M
Hamel Associates, Inc. 0.87% Add +7.2% 20,884 $2.5M
Wexford Capital LP 0.66% Reduce -66.5% 20,866 $2.5M
Engineers Gate Manager LP 0.04% Reduce -86.6% 20,826 $2.5M
Ti-Trust, Inc. 1.68% No change 20,815 $2.5M
Modera Wealth Management, LLC 0.03% Reduce -4.6% 20,696 $2.5M
Measured Risk Portfolios, Inc. 2.71% Reduce -1.2% 20,693 $2.5M
apricus wealth, LLC 1.50% Add +3.1% 20,651 $2.5M
Vectors Research Management, LLC 0.88% Add +2.1% 20,529 $2.5M
Dover Advisors, LLC 1.09% Add +51.9% 20,485 $2.5M
Kingswood Wealth Advisors, LLC 0.23% Add +0.5% 20,434 $2.5M
Adalta Capital Management LLC 1.33% No change 20,431 $2.5M
Clarkston Capital Partners, LLC 0.05% Reduce -0.1% 20,210 $2.5M
Jaffetilchin Investment Partners, LLC 0.18% Reduce -0.2% 20,207 $2.5M
Brown Brothers Harriman & Co. 0.02% Reduce -4.3% 19,981 $2.4M
TD Waterhouse Canada Inc. 0.02% Add +37.0% 34,164 $2.4M
Successful Portfolios LLC 1.63% No change 19,707 $2.4M
Orange Investment Advisors, Inc. 0.29% Add +20.8% 19,691 $2.4M
LVW Advisors, LLC 0.29% Add +5.0% 19,646 $2.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +10.7% 19,558 $2.4M
Glenview Trust Co 0.05% Add +1.3% 19,421 $2.4M
Advanced Asset Management Advisors Inc 0.65% No change 19,349 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -10.6% 19,325 $2.4M
Harbor Capital Advisors, Inc. 0.11% Reduce -1.0% 19,294 $2.4M
Leo Wealth, LLC 0.34% Reduce -15.3% 19,284 $2.4M
Greenleaf Trust 0.02% Add +2.5% 19,184 $2.3M
Certified Advisory Corp 0.27% Reduce -0.8% 19,177 $2.3M
Mfa Wealth Advisors, LLC 0.58% Add +2.4% 19,154 $2.3M
Parr McKnight Wealth Management Group, LLC 0.33% Add +3.6% 19,080 $2.3M
Mutual Advisors, LLC 0.07% Reduce -8.0% 19,344 $2.3M
Te Ahumairangi Investment Management Ltd 0.49% Reduce -7.3% 18,949 $2.3M
Vest Financial, LLC 0.04% Add +73.5% 18,922 $2.3M
Norden Group LLC 0.26% Add +1.4% 18,822 $2.3M
Ameritas Advisory Services, LLC 0.09% Reduce -1.1% 19,399 $2.3M
Compagnie Lombard Odier SCmA 0.03% Reduce -5.1% 18,750 $2.3M
Good Life Advisors, LLC 0.16% Add +0.1% 18,718 $2.3M
Foundations Investment Advisors, LLC 0.04% Reduce -3.0% 18,672 $2.3M
Farther Finance Advisors, LLC 0.06% Add +48.3% 18,798 $2.3M
Davis Investment Partners, LLC 1.00% Add +0.1% 18,767 $2.3M
Smith, Moore & Co. 0.21% Reduce -2.5% 18,555 $2.3M
Steel Grove Capital Advisors, LLC 0.34% Add +3.6% 18,494 $2.3M
Carolinas Wealth Consulting LLC 0.48% Reduce -37.7% 18,483 $2.3M
AMG National Trust Bank 0.06% Add +5.8% 18,450 $2.3M
Ledgewood Wealth Advisors, LLC 1.45% No change 18,404 $2.2M
Asio Capital, LLC 0.43% Reduce -35.6% 18,389 $2.2M
Canandaigua National Bank & Trust Co. 0.22% Reduce -3.9% 18,272 $2.2M
Donaldson Capital Management, LLC 0.08% Add +31.1% 18,235 $2.2M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -10.5% 18,224 $2.2M
1832 Asset Management L.P. 0.00% Reduce -27.8% 18,207 $2.2M
Hartford Financial Management Inc. 0.46% No change 18,183 $2.2M
United Services Automobile Association 0.07% No change 18,495 $2.2M
Siemens Fonds Invest GmbH 0.15% New 18,063 $2.2M
Ipswich Investment Management Co., Inc. 0.54% Add +1.2% 17,987 $2.2M
Graves Light Lenhart Wealth, Inc. 0.27% Reduce -0.1% 17,951 $2.2M
Mechanics Bank Trust Department 0.30% Reduce -10.1% 17,933 $2.2M
Moloney Securities Asset Management, LLC 0.30% Reduce -8.9% 17,899 $2.2M
Community Bank & Trust, Waco, Texas 0.51% Add +0.5% 17,878 $2.2M
Verdence Capital Advisors LLC 0.17% Reduce -0.5% 17,837 $2.2M
Ranch Capital Advisors Inc. 1.03% Add +8.9% 17,805 $2.2M
Stratos Investment Management, LLC 0.12% Add +19.2% 17,720 $2.2M
Argent Advisors, Inc. 0.72% Add +2.1% 17,712 $2.2M
Heritage Wealth Management, Inc. 0.73% Reduce -0.8% 17,700 $2.2M
Old Port Advisors 0.64% Reduce -0.5% 17,700 $2.2M
AssuredPartners Investment Advisors, LLC 0.42% Reduce -3.0% 17,685 $2.2M
Signaturefd, LLC 0.04% Add +1.6% 17,643 $2.2M
Wealth Alliance, LLC 0.26% Add +1.2% 17,623 $2.1M
IHT Wealth Management, LLC 0.07% Reduce -8.6% 17,601 $2.1M
TSP Capital Management Group, LLC 0.71% Add +0.0% 17,593 $2.1M
Marino, Stram & Associates LLC 0.47% Add +0.3% 17,494 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.75% Reduce -0.1% 17,438 $2.1M
Concord Asset Management, LLC 0.47% Add +227.9% 17,485 $2.1M
StoneX Group Inc. 0.12% Add +7.7% 17,301 $2.1M
Platform Technology Partners 0.61% Add +2.8% 17,283 $2.1M
Valeo Financial Advisors, LLC 0.06% Reduce -10.7% 17,274 $2.1M
Wedbush Securities Inc. 0.08% Add +1.7% 17,231 $2.1M
Westpac Banking Corp. 0.15% Reduce -0.3% 17,218 $2.1M
Wolff Wiese Magana LLC 1.42% Add +2.7% 17,135 $2.1M
Cordgrass Capital Advisors, LLC 0.59% Add +9.4% 17,023 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -0.5% 17,021 $2.1M
London Co. of Virginia 0.01% No change 16,961 $2.1M
RFG Advisory, LLC 0.06% Add +14.4% 16,904 $2.1M
Fiduciary Alliance LLC 0.20% Add +8.7% 16,893 $2.1M
SWS Partners 0.67% Reduce -3.5% 16,762 $2.0M
Miller Howard Investments Inc. 0.06% Add +8.8% 16,649 $2.0M
Randolph Co Inc 0.24% Reduce -7.4% 16,647 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +0.4% 16,596 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.42% Add +1.0% 16,570 $2.0M
Summit Trail Advisors, LLC 0.07% Add +19.8% 16,521 $2.0M
Hanson & Doremus Investment Management 0.29% Add +10.8% 16,429 $2.0M
Curi Capital, LLC 0.05% Add +6.3% 16,377 $2.0M
Harmony Asset Management LLC 0.84% Add +3.8% 16,356 $2.0M
City Holding Co. 0.28% Add +0.4% 16,354 $2.0M
RMR Wealth Builders 0.21% Add +4.5% 16,288 $2.0M
Jeppson Wealth Management, LLC 0.72% Reduce -2.7% 16,166 $2.0M
First Manhattan Co. Llc. 0.01% Reduce -5.7% 16,132 $2.0M
Stamos Capital Partners, L.P. 0.51% Reduce -22.9% 16,120 $2.0M
Essex Financial Services, Inc. 0.14% Add +6.3% 16,044 $2.0M
Advisory Alpha, LLC 0.07% Add +0.1% 15,973 $1.9M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.1% 15,953 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Add +3.3% 16,255 $1.9M
Integrated Advisors Network LLC 0.10% Reduce -0.8% 15,913 $1.9M
Mission Wealth Management, LP 0.05% Reduce -6.8% 15,840 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $1.9M
Ballast, Inc. 0.54% Reduce -0.4% 15,782 $1.9M
Prosperity Consulting Group, LLC 0.15% Reduce -4.2% 15,730 $1.9M
Wealthcare Advisory Partners LLC 0.05% Add +7.6% 15,680 $1.9M
First National Trust Co 0.08% Reduce -2.5% 15,646 $1.9M
Spirit of America Management Corp. 0.39% Add +3.0% 15,600 $1.9M
Trust Investment Advisors 1.22% Add +14.3% 15,588 $1.9M
Private Trust Co. NA 0.20% Reduce -2.3% 15,572 $1.9M
Hartford Funds Management Co LLC 0.17% Reduce -0.3% 15,548 $1.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.18% No change 15,521 $1.9M
WealthTrust Axiom LLC 0.58% Reduce -1.9% 15,506 $1.9M
International Assets Investment Management, LLC 0.17% Reduce -0.1% 15,500 $1.9M
Rahlfs Capital, LLC 1.88% Reduce -0.2% 15,416 $1.9M
GAM Holding AG 0.15% New 15,349 $1.9M
Courier Capital LLC 0.12% Reduce -0.7% 15,301 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -29.4% 15,250 $1.9M
Confluence Wealth Services, Inc. 0.12% Add +0.3% 15,302 $1.9M
Qtron Investments LLC 0.28% Add +10.8% 15,179 $1.9M
Horizon Investments, LLC 0.06% Add +4.4% 15,178 $1.9M
Armor Investment Advisors, LLC 0.77% Reduce -2.4% 15,168 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -2.7% 15,107 $1.8M
Tidal Investments LLC 0.02% Reduce -38.4% 15,071 $1.8M
Park National Corp. 0.07% Reduce -7.8% 15,069 $1.8M
Northcape Wealth Management, LLC 0.59% Add +9.5% 15,014 $1.8M
Wagner Wealth Management, LLC 0.46% Add +1.6% 14,985 $1.8M
Lineweaver Wealth Advisors, LLC 0.31% Add +9.6% 14,936 $1.8M
Marks Group Wealth Management, Inc 0.17% Add +1.4% 14,908 $1.8M
Caprock Group, LLC 0.06% Add +25.5% 14,842 $1.8M
Bull Street Advisors, LLC 0.87% Reduce -0.8% 14,823 $1.8M
First County Bank 1.00% Reduce -3.4% 14,811 $1.8M
Nepsis Inc. 0.44% Reduce -73.6% 14,751 $1.8M
Parcion Private Wealth LLC 0.15% No change 14,743 $1.8M
NJ State Employees Deferred Compensation Plan 0.23% No change 14,733 $1.8M
Private Wealth Partners, LLC 0.15% Reduce -2.5% 14,707 $1.8M
Meeder Advisory Services, Inc. 0.11% Add +12.8% 14,660 $1.8M
Compound Planning, Inc. 0.08% Add +10.1% 14,629 $1.8M
Earnest Partners LLC 0.01% Reduce -1.6% 14,597 $1.8M
Wealth Dimensions Group, Ltd. 0.42% Reduce -0.4% 14,457 $1.8M
Smartleaf Asset Management LLC 0.17% Add +22.1% 14,718 $1.8M
Morningstar Investment Services LLC 0.32% Reduce -55.4% 14,339 $1.7M
Cornerstone Wealth Management, LLC 0.12% Add +1.6% 14,298 $1.7M
King Luther Capital Management Corp. 0.01% Reduce -5.6% 14,285 $1.7M
Grandview Asset Management LLC 0.65% Add +0.6% 14,135 $1.7M
Pettyjohn, Wood & White, Inc. 0.33% Reduce -13.6% 14,087 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -1.4% 14,080 $1.7M
NTV Asset Management LLC 0.23% Reduce -8.3% 14,059 $1.7M
Providence First Trust Co 0.70% Reduce -4.0% 14,054 $1.7M
Meridian Wealth Management, LLC 0.08% Add +2.5% 14,033 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -2.5% 14,009 $1.7M
Norway Savings Bank 0.97% Reduce -5.8% 13,999 $1.7M
Wedmont Private Capital 0.09% Add +3.7% 14,354 $1.7M
Alpha Omega Wealth Management LLC 0.33% Add +7.3% 13,972 $1.7M
Quadrant Capital Group LLC 0.06% Add +92.1% 13,971 $1.7M
Capital Investment Counsel, Inc 0.25% Add +4.3% 13,954 $1.7M
MSH Capital Advisors LLC 0.52% Add +15.0% 13,846 $1.7M
Los Angeles Capital Management LLC 0.01% Reduce -27.6% 13,810 $1.7M
Paradigm Asset Management Co. LLC 0.45% No change 13,800 $1.7M
Advisor OS, LLC 0.19% Add +5.9% 13,784 $1.7M
Mufg Securities Americas Inc. 0.19% Add +20.5% 13,736 $1.7M
EverSource Wealth Advisors, LLC 0.09% Add +6.8% 13,720 $1.7M
SWP Investment Management LLC 2.09% — 13,694 $1.7M
GAMMA Investing LLC 0.12% Add +17.8% 13,636 $1.7M
Meridian Financial Partners LLC 0.84% Reduce -0.6% 13,587 $1.7M
Mather Group, Llc. 0.02% Add +127.1% 13,583 $1.7M
Jain Global LLC 0.03% New 13,534 $1.7M
Fifth Third Wealth Advisors LLC 0.09% Add +2.9% 13,508 $1.6M
Jacobi Capital Management LLC 0.12% Reduce -0.7% 13,475 $1.6M
Weaver Capital Management LLC 0.44% Reduce -1.1% 13,462 $1.6M
HUB Investment Partners, LLC 0.07% Add +3.7% 13,458 $1.6M
Concord Wealth Partners 0.27% Add +113.8% 13,412 $1.6M
Agp Franklin, LLC 1.01% Add +31.3% 13,566 $1.6M
RNC Capital Management LLC 0.08% Reduce -2.0% 13,377 $1.6M
Pitcairn Co. 0.10% Add +124.2% 13,347 $1.6M
AlphaQuest LLC 0.18% Reduce -5.4% 13,326 $1.6M
Plan Group Financial, LLC 0.57% Add +44.6% 13,167 $1.6M
MTM Investment Management, LLC 0.62% Add +0.1% 13,215 $1.6M
ZWJ Investment Counsel Inc. 0.06% Add +0.2% 13,091 $1.6M
Ethic Inc. 0.03% Add +37.2% 13,163 $1.6M
Gibson Wealth Advisors LLC 1.27% No change 13,000 $1.6M
Burke & Herbert Bank & Trust Co. 0.38% No change 12,873 $1.6M
Kennondale Capital Management LLC 1.71% No change 12,865 $1.6M
Graham Capital Management, L.P. 0.07% Reduce -61.9% 12,862 $1.6M
Cornercap Investment Counsel Inc. 0.82% New 12,850 $1.6M
Convergence Financial, LLC 0.31% Add +12.2% 12,805 $1.6M
LongView Wealth Management 0.47% Add +0.8% 12,800 $1.6M
Perigon Wealth Management, LLC 0.04% Reduce -2.3% 12,737 $1.6M
Ethos Financial Group, LLC 0.15% New 12,714 $1.6M
Aviva PLC 0.00% No change 12,674 $1.5M
NFSG Corp 0.37% Reduce -2.5% 12,663 $1.5M
Orca Wealth Management, LLC 1.38% Add +0.7% 12,620 $1.5M
Nvwm, LLC 0.41% Reduce -0.1% 12,592 $1.5M
Brooks, Moore & Associates, Inc. 0.87% Reduce -0.0% 12,582 $1.5M
Gables Capital Management Inc. 0.76% Add +0.4% 12,566 $1.5M
Bellecapital International Ltd. 0.31% Add +0.8% 12,552 $1.5M
Tower Bridge Advisors 0.17% Add +3.3% 12,528 $1.5M
Claro Advisors Inc. 0.20% Add +1.7% 12,488 $1.5M
Elevation Point Wealth Partners, LLC 0.13% Add +4.2% 12,455 $1.5M
Twin City Private Wealth, LLC 1.34% Reduce -6.6% 12,450 $1.5M
Souders Financial Advisors 0.21% Add +0.7% 12,443 $1.5M
Drake & Associates, LLC 0.43% Add +29.6% 12,433 $1.5M
Northeast Financial Consultants Inc 0.07% No change 12,422 $1.5M
Trust Co. of Vermont 0.08% Reduce -9.4% 12,386 $1.5M
Point Windward Advisors Inc. 0.61% Add +1.2% 12,375 $1.5M
Pullen Investment Management, LLC 0.95% Reduce -3.7% 12,370 $1.5M
Silver Oak Securities, Incorporated 0.14% Add +6.2% 12,629 $1.5M
Novare Capital Management LLC 0.13% Add +10.4% 12,357 $1.5M
Victrix Investment Advisors 0.79% Reduce -22.9% 12,367 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.0% 12,251 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.6% 12,252 $1.5M
Precedent Wealth Partners, LLC 0.41% Add +22.1% 12,243 $1.5M
Excalibur Management Corp. 0.59% Reduce -0.9% 12,241 $1.5M
Patten Group, Inc. 0.34% Reduce -5.7% 12,179 $1.5M
Allen Capital Group, LLC 0.17% Add +16.1% 12,161 $1.5M
Marble Harbor Investment Counsel, LLC 0.17% No change 12,158 $1.5M
Gibbs Wealth Management 0.36% Add +13.9% 12,141 $1.5M
Mystic Asset Management, Inc. 0.39% Reduce -0.9% 12,118 $1.5M
ROI Financial Advisors, LLC 1.07% Reduce -1.3% 12,110 $1.5M
Voya Financial Advisors, Inc. 0.16% Add +5.5% 12,336 $1.5M
Summit Financial, LLC 0.04% Reduce -24.9% 12,068 $1.5M
Welch Group, LLC 0.06% Add +0.0% 12,319 $1.5M
Ninepoint Partners LP 0.26% Add +7.3% 12,055 $1.5M
Brooklyn Investment Group 0.32% Add +37.1% 12,035 $1.5M
Focus Financial Network, Inc. 0.06% Reduce -1.2% 12,030 $1.5M
Inspire Trust Co, N.A. 0.35% No change 12,000 $1.5M
Columbia Asset Management 0.30% Reduce -4.1% 11,870 $1.4M
Raleigh Capital Management Inc. 0.65% Reduce -33.1% 11,850 $1.4M
Greenfield Savings Bank 0.71% Reduce -1.7% 11,832 $1.4M
Burkett Financial Services, LLC 0.59% Add +3.3% 11,831 $1.4M
Clearbridge Investments, LLC 0.00% Add +1.0% 11,828 $1.4M
HBK Sorce Advisory LLC 0.04% Add +4.0% 11,762 $1.4M
Bank Ozk 0.60% Reduce -0.7% 11,754 $1.4M
Trivium Point Advisory, LLC 0.18% Reduce -4.5% 11,726 $1.4M
Evermay Wealth Management LLC 0.19% Reduce -1.9% 11,699 $1.4M
Formidable Asset Management, LLC 0.24% Reduce -17.1% 11,650 $1.4M
Highview Capital Management LLC 0.59% Add +6.8% 11,633 $1.4M
Bfsg, LLC 0.17% Add +0.3% 11,589 $1.4M
Portside Wealth Group, LLC 0.23% Add +5.9% 11,587 $1.4M
LCNB Corp. 0.52% Add +1.0% 11,552 $1.4M
Kenora Financial, LLC 0.58% Add +153.1% 11,552 $1.4M
Wolverine Trading, LLC 0.04% New 11,757 $1.4M
JT Stratford LLC 0.25% Reduce -2.8% 11,504 $1.4M
Biltmore Family Office, LLC 0.24% Reduce -0.4% 11,462 $1.4M
TCW Group Inc. 0.01% Add +5.7% 11,431 $1.4M
Diversified Trust Co. 0.03% Add +46.2% 11,430 $1.4M
CI Investments Inc. 0.01% Add +68.7% 11,428 $1.4M
Allen Wealth Management, LLC 0.95% Reduce -1.6% 11,307 $1.4M
1ST Source Bank 0.08% Add +0.2% 11,232 $1.4M
LMG Wealth Partners, LLC 0.31% Reduce -1.2% 11,224 $1.4M
Eagle Global Advisors LLC 0.06% New 11,190 $1.4M
Fiduciary Trust Co 0.02% Reduce -1.0% 11,176 $1.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.15% Reduce -2.6% 11,165 $1.4M
Independent Financial Group, LLC 0.05% Add +52.2% 11,131 $1.4M
CreativeOne Wealth, LLC 0.04% Add +3.6% 11,078 $1.4M
Citizens Financial Group Inc. 0.03% Add +5.6% 10,982 $1.3M
Sheaff Brock Investment Advisors, LLC 0.12% Reduce -3.0% 10,959 $1.3M
Scotia Capital Inc. 0.01% New 10,871 $1.3M
First City Capital Management, Inc. 0.79% Reduce -2.5% 10,853 $1.3M
Schechter Investment Advisors, LLC 0.11% Reduce -2.0% 10,848 $1.3M
Fourpath Capital Management, LLC 0.23% Reduce -0.2% 10,830 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -93.3% 10,807 $1.3M
Haverford Trust Co 0.01% Add +14.1% 10,802 $1.3M
Atlas Brown,Inc. 0.46% Add +0.3% 10,793 $1.3M
First National Corp. /Ma/ 0.29% Reduce -1.9% 10,701 $1.3M
Cherokee Insurance Co 0.58% No change 10,700 $1.3M
Dynamic Technology Lab Private Ltd 0.19% Add +155.3% 10,620 $1.3M
Ingalls & Snyder LLC 0.04% Reduce -4.5% 10,614 $1.3M
Taylor Hoffman Capital Management LLC 0.48% No change 10,691 $1.3M
Jane Street Group, LLC 0.00% Reduce -78.0% 10,557 $1.3M
Rollins Financial Advisors, LLC 0.22% Add +7.2% 10,539 $1.3M
Modern Wealth Management, LLC 0.04% Reduce -9.2% 10,538 $1.3M
Ransom Advisory, Ltd 0.63% Add +1.0% 10,512 $1.3M
Keystone Financial Group 0.13% Add +1.7% 10,498 $1.3M
Ritholtz Wealth Management 0.04% Add +45.5% 10,488 $1.3M
Gsa Capital Partners LLP 0.12% Add +335.3% 10,460 $1.3M
Belpointe Asset Management LLC 0.07% Reduce -0.8% 10,408 $1.3M
Widmann Financial Services, Inc. 0.98% Add +8.4% 10,365 $1.3M
Insigneo Advisory Services, LLC 0.13% Reduce -5.6% 10,332 $1.3M
Sapient Capital LLC 0.02% Add +55.9% 10,263 $1.3M
Chicago Capital, LLC 0.04% No change 10,263 $1.3M
LS Investment Advisors, LLC 0.19% Reduce -14.9% 10,219 $1.2M
Trust Co of the South 0.26% Add +1.4% 10,190 $1.2M
M Holdings Securities, Inc. 0.21% New 10,180 $1.2M
Whalerock Point Partners, LLC 0.30% No change 10,127 $1.2M
My Legacy Advisors, LLC 0.48% Add +3.8% 10,107 $1.2M
First Dallas Securities Inc. 0.51% No change 10,059 $1.2M
Hayek Kallen Investment Management 0.45% Reduce -2.9% 10,049 $1.2M
Cassia Capital Partners, LLC 0.76% Add +5.4% 10,050 $1.2M
JBR Co Financial Management Inc 0.72% Add +5.3% 10,028 $1.2M
Delta Financial Advisors LLC 0.46% Add +0.0% 10,006 $1.2M
Oak Thistle LLC 0.25% New 9,992 $1.2M
Winthrop Capital Management, LLC 0.33% Add +2.4% 9,980 $1.2M
SPC Financial, Inc. 0.11% Add +1.3% 9,975 $1.2M
Roxbury Financial LLC 1.19% Reduce -2.3% 10,337 $1.2M
Ballentine Partners, LLC 0.02% Add +7.2% 9,853 $1.2M
Challenger Wealth Management 0.95% Reduce -8.8% 9,843 $1.2M
Phillips Wealth Planners LLC 1.26% Add +79.8% 10,063 $1.2M
Kavar Capital Partners Group, LLC 0.20% Add +45.5% 9,695 $1.2M
Verity Asset Management, Inc. 0.48% Add +2.6% 9,669 $1.2M
CFS Investment Advisory Services, LLC 0.10% Reduce -0.1% 9,631 $1.2M
Fca Corp. 0.37% Add +2.2% 9,621 $1.2M
Marcum Wealth, LLC 0.10% Add +18.6% 9,573 $1.2M
Ascentis Independent Advisors 0.23% Add +3.4% 9,571 $1.2M
Fortress Private Ledger, LLC 0.65% Reduce -4.6% 9,560 $1.2M
GMO 0.00% Reduce -11.4% 9,548 $1.2M
United Bank 0.15% No change 9,545 $1.2M
Parallel Advisors, LLC 0.03% Add +15.2% 9,539 $1.2M
LifePlan Financial, LLC 1.01% Add +19.5% 9,530 $1.2M
Corundum Group, Inc. 0.56% Reduce -34.5% 9,511 $1.2M
Kellett Wealth Advisors, LLC 0.80% Add +0.0% 9,510 $1.2M
Magnetar Financial LLC 0.02% New 9,502 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -5.4% 9,454 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +4.6% 9,450 $1.2M
Outfitters Financial LLC 1.04% Reduce -1.9% 9,440 $1.2M
Balboa Wealth Partners 0.28% Add +6.2% 9,439 $1.2M
Sollinda Capital Management LLC 0.32% Reduce -4.7% 9,405 $1.1M
Journey Advisory Group, LLC 0.09% Reduce -10.6% 9,394 $1.1M
Abacus Planning Group, Inc. 0.20% Add +17.8% 9,381 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +4.3% 9,360 $1.1M
Doliver Advisors, LP 0.32% Reduce -4.1% 9,336 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 1.29% Reduce -1.6% 9,325 $1.1M
Pines Wealth Management, LLC 0.53% Add +0.6% 9,805 $1.1M
Peoples Financial Services Corp. 0.55% Reduce -0.2% 9,319 $1.1M
InTrack Investment Management Inc 1.03% Add +4.3% 9,293 $1.1M
Great Valley Advisor Group, Inc. 0.02% Add +4.0% 9,281 $1.1M
Blueshift Asset Management, LLC 0.45% New 9,267 $1.1M
Keynote Financial Services LLC 0.81% No change 9,254 $1.1M
Field & Main Bank 0.40% Add +3.2% 9,223 $1.1M
Sumitomo Life Insurance Co. 0.04% Reduce -0.0% 9,219 $1.1M
Beacon Financial Advisory LLC 0.34% Add +0.3% 9,168 $1.1M
Segment Wealth Management, LLC 0.08% Add +11.3% 9,124 $1.1M
MBL Wealth, LLC 0.11% Add +37.0% 9,101 $1.1M
First National Advisers, LLC 0.18% Reduce -3.3% 9,066 $1.1M
Retirement Guys Formula LLC 0.55% Add +16.2% 9,058 $1.1M
Stableford Capital II LLC 0.46% Reduce -5.3% 8,987 $1.1M
Procyon Advisors, LLC 0.07% Reduce -6.8% 8,905 $1.1M
Sargent Investment Group, LLC 0.17% Add +27.1% 8,854 $1.1M
Allred Capital Management, LLC 0.43% Add +1.5% 8,846 $1.1M
Financial Advocates Investment Management 0.08% Add +3.0% 8,810 $1.1M
NovaPoint Capital, LLC 0.33% Reduce -0.2% 8,778 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -0.6% 8,768 $1.1M
Arax Advisory Partners 0.07% Add +16.2% 8,766 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -5.9% 8,712 $1.1M
SageView Advisory Group, LLC 0.05% Reduce -7.6% 8,709 $1.1M
Gratus Wealth Advisors, LLC 0.17% Reduce -2.0% 8,704 $1.1M
Neville Rodie & Shaw Inc. 0.08% Reduce -0.2% 8,681 $1.1M
Avantax Planning Partners, Inc. 0.04% Reduce -3.3% 8,672 $1.1M
Crowley Wealth Management, Inc. 1.01% Reduce -10.9% 8,656 $1.1M
Buck Wealth Strategies, LLC 0.19% New 8,638 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.38% Reduce -0.9% 8,636 $1.1M
Chesley Taft & Associates LLC 0.05% Reduce -1.7% 8,615 $1.1M
Western Wealth Management, LLC 0.07% Reduce -5.6% 8,601 $1.0M
KLCM Advisors, Inc. 0.12% Add +7.4% 8,554 $1.0M
Hexagon Capital Partners LLC 0.20% Add +4.5% 8,511 $1.0M
EPG Wealth Management LLC 0.29% Add +1.5% 8,479 $1.0M
Everhart Financial Group, Inc. 0.14% Add +12.8% 8,434 $1.0M
Kovack Advisors, Inc. 0.11% Reduce -6.7% 8,422 $1.0M
Thrive Wealth Management, LLC 0.20% Reduce -1.5% 8,420 $1.0M
Archford Capital Strategies, LLC 0.15% Reduce -0.5% 8,412 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -5.3% 8,374 $1.0M
Frank, Rimerman Advisors LLC 0.08% Add +0.3% 8,368 $1.0M
Intrust Bank NA 0.10% Reduce -3.8% 8,365 $1.0M
Ancora Advisors LLC 0.02% Add +0.0% 8,349 $1.0M
Cascades Capital Asset Management, LLC 0.56% Add +2.1% 8,331 $1.0M
Sawyer & Company, Inc 0.41% Reduce -6.5% 8,334 $1.0M
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -2.0% 8,329 $1.0M
First Command Advisory Services, Inc. 0.01% Add +20.4% 8,311 $1.0M
Reaves W H & Co. Inc. 0.03% Add +15.1% 8,304 $1.0M
Financial Partners Group, LLC 0.44% Reduce -7.6% 8,276 $1.0M
GW Henssler & Associates Ltd. 0.06% Add +326.8% 8,271 $1.0M
Rehmann Capital Advisory Group 0.06% Add +12.7% 8,270 $1.0M
Friedenthal Financial 0.60% New 8,226 $1.0M
Foster Victor Wealth Advisors, LLC 0.08% Reduce -4.9% 8,415 $1.0M
Vestmark Advisory Solutions, Inc. 0.03% Add +131.4% 8,204 $1.0M
Callan Family Office, LLC 0.07% Reduce -32.9% 8,199 $1.0M
Johnson Financial Group, Inc. 0.05% Add +8.8% 8,187 $999K
High Net Worth Advisory Group LLC 0.28% No change 8,169 $996K
BNP Paribas 0.04% No change 8,111 $991K
Balyasny Asset Management L.P. 0.00% Reduce -99.2% 8,096 $987K
Steph & Co. 0.35% Reduce -7.9% 8,095 $987K
SCS Capital Management LLC 0.01% New 8,087 $986K
First National Bank & Trust Co. of Newtown 0.21% No change 8,078 $985K
O'Keefe Stevens Advisory, Inc. 0.32% Add +24.2% 8,072 $985K
Shepherd Kaplan Krochuk, LLC 0.84% Add +0.5% 8,068 $984K
Mediolanum International Funds Ltd 0.01% Add +20.0% 8,238 $984K
Legacy Advisors, LLC 0.10% Add +263.0% 8,030 $979K
Allen Mooney & Barnes Investment Advisors LLC 0.16% Add +0.2% 8,028 $979K
Ameritas Investment Partners, Inc. 0.03% Reduce -4.0% 7,985 $974K
Cassaday & Co Wealth Management LLC 0.03% Reduce -0.8% 7,984 $974K
Horizon Financial Services, LLC 0.54% Reduce -1.0% 7,973 $972K
Alamea Verwaltungs GmbH 0.84% — 7,924 $966K
MADDEN SECURITIES Corp 0.38% No change 7,924 $966K
KCM Investment Advisors LLC 0.03% Add +7.3% 7,921 $966K
HM Payson & Co. 0.02% Add +15.4% 7,918 $966K
Birch Hill Investment Advisors LLC 0.05% No change 7,888 $962K
Arete Wealth Advisors, LLC 0.07% Reduce -7.4% 7,889 $962K
Danske Bank A/S 0.00% Add +12.7% 7,874 $960K
Wulff, Hansen & Co. 0.87% Add +2.1% 7,840 $956K
Three Magnolias Financial Advisors, LLC 0.81% Add +53.9% 7,820 $954K
MIdWestOne Financial Group, Inc. 0.14% Add +3.8% 7,802 $951K
Capital Advisors Inc. 0.02% Reduce -3.5% 7,795 $951K
Penserra Capital Management LLC 0.02% Add +285.9% 7,796 $950K
Huntleigh Advisors, Inc. 0.16% Reduce -0.1% 7,785 $950K
Cigna Investments Inc. 0.18% Reduce -1.4% 7,741 $944K
Community Bank of Raymore 0.76% No change 7,690 $938K
Bank of Hawaii 0.05% Reduce -3.5% 7,681 $937K
OneAscent Financial Services LLC 0.06% Add +0.0% 7,721 $936K
Cannon Financial Strategists, Inc. 0.16% Reduce -0.7% 7,664 $935K
Carnegie Investment Counsel 0.02% Add +30.7% 7,915 $934K
Heritage Investors Management Corp. 0.03% Reduce -16.5% 7,661 $934K
Chapin Davis, Inc. 0.32% Reduce -0.3% 7,651 $933K
Essex Bank 0.23% Reduce -2.0% 7,623 $930K
Landscape Capital Management, L.L.C. 0.08% New 7,602 $927K
Ausdal Financial Partners, Inc. 0.07% Add +28.0% 7,600 $927K
Fiduciary Group, LLC 0.09% Add +0.7% 7,596 $926K
Cape Investment Advisory, Inc. 0.37% Add +2.1% 7,568 $923K
Sculati Wealth Management, LLC 0.37% Add +65.4% 7,565 $923K
Marshall Financial Group, LLC 0.20% Reduce -5.6% 7,543 $920K
Baldwin Investment Management, LLC 0.11% Add +10.1% 7,534 $919K
Bearing Point Capital, LLC 0.20% Add +3.5% 7,505 $915K
Keudell/Morrison Wealth Management 0.21% Add +2.8% 7,431 $906K
NorthRock Partners, LLC 0.03% Add +7.9% 7,367 $899K
Continuum Advisory, LLC 0.12% Add +5.8% 7,362 $898K
Bayforest Capital Ltd 0.39% Add +9314.1% 7,343 $896K
Atlanta Consulting Group Advisors, LLC 0.26% Add +10.8% 7,340 $895K
Cadence Bank 0.06% Reduce -1.0% 7,336 $895K
Northstar Financial Companies, Inc. 0.97% Add +10.1% 7,329 $894K
Pittenger & Anderson Inc. 0.03% Add +35.5% 7,250 $884K
Simplicity Wealth,LLC 0.07% Add +160.9% 7,238 $883K
RIA Advisory Group LLC 0.29% Add +55.9% 7,232 $882K
Delta Financial Group, Inc. 0.20% Reduce -1.8% 7,454 $881K
Cooper Financial Group 0.12% Reduce -29.7% 7,169 $874K
Spire Wealth Management 0.03% Add +10.8% 7,167 $874K
Summit Global Investments 0.06% Reduce -33.6% 7,126 $869K
Bigelow Investment Advisors, LLC 0.41% Add +8.8% 7,123 $869K
Mayflower Financial Advisors, LLC 0.13% Add +0.3% 7,099 $866K
Fisher Asset Management 0.00% Add +33.3% 7,085 $864K
Albion Financial Group 0.06% Reduce -15.8% 7,046 $859K
Good Steward Wealth Advisors,LLC 0.78% — 7,043 $859K
Prossimo Advisors, LLC 0.65% Reduce -2.2% 7,045 $859K
McGrath & Associates, Inc. 1.57% No change 7,036 $858K
V-Square Quantitative Management LLC 0.12% Reduce -3.1% 7,010 $855K
Campbell & CO Investment Adviser LLC 0.07% Reduce -36.6% 6,993 $853K
L.M. Kohn & Company 0.22% Reduce -2.7% 6,992 $853K
Harbour Trust & Investment Management Co 0.10% Reduce -14.1% 6,987 $852K
John G Ullman & Associates Inc. 0.13% Reduce -0.7% 6,977 $851K
Martingale Asset Management L P 0.02% New 6,963 $849K
Archer Investment Corp 0.22% Reduce -2.7% 6,898 $841K
Wills Financial Group LLC 0.37% — 6,838 $834K
Paradigm Capital Management, LLC 0.87% Add +0.5% 6,832 $833K
Cross Staff Investments Inc 0.62% No change 6,781 $827K
AXA S.A. 0.00% New 6,775 $826K
Visionary Horizons, LLC 0.58% Reduce -15.6% 6,756 $824K
AdvisorNet Financial, Inc 0.06% Add +13.6% 6,752 $824K
Adapt Wealth Advisors, LLC 0.40% Reduce -3.0% 6,736 $822K
Powers Advisory Group, LLC 0.39% Add +0.6% 6,735 $822K
Smith Thornton Advisors LLC 0.51% No change 6,732 $821K
Manchester Capital Management LLC 0.10% Add +3.8% 6,725 $820K
Wealth Management Associates, Inc. 0.35% No change 6,712 $819K
3Chopt Investment Partners, LLC 0.21% New 6,694 $816K
Hengehold Capital Management LLC 0.08% No change 6,688 $816K
Legacy Wealth Asset Management, LLC 0.23% Reduce -1.9% 6,685 $815K
West Family Investments, Inc. 0.30% Reduce -5.5% 6,636 $809K
WASHINGTON TRUST Co 0.03% Reduce -5.8% 6,625 $808K
Stratos Wealth Advisors, LLC 0.04% Reduce -24.6% 6,588 $804K
CX Institutional 0.03% Add +11.4% 6,587 $803K
Diligent Investors, LLC 0.19% Reduce -11.5% 6,561 $800K
Aviance Capital Partners, LLC 0.11% Reduce -6.6% 6,561 $800K
Kanawha Capital Management LLC 0.06% Add +0.5% 6,560 $800K
West Michigan Advisors, LLC 0.26% Add +107.5% 6,543 $798K
Sandy Spring Bank 0.03% Reduce -4.3% 6,542 $798K
Stockman Wealth Management, Inc. 0.12% Add +1.5% 6,531 $797K
Rithm Capital Corp. 2.28% No change 6,500 $793K
Venture Visionary Partners LLC 0.03% Add +13.5% 6,494 $792K
NWF Advisory Services Inc. 0.11% Add +8.8% 6,492 $792K
Crescent Sterling, Ltd. 0.81% No change 6,478 $790K
Optimum Investment Advisors 0.37% Reduce -7.2% 6,468 $789K
Whittier Trust Co. 0.01% Reduce -19.3% 6,453 $787K
Financial Management Professionals, Inc. 0.10% Add +2.5% 6,426 $784K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.1% 6,384 $779K
SBI Securities Co., Ltd. 0.03% Reduce -2.6% 6,374 $777K
Dearborn Partners LLC 0.04% Reduce -0.4% 6,365 $776K
Kapstone Financial Advisors LLC 0.44% No change 6,358 $775K
Moody National Bank Trust Division 0.08% Add +11.6% 6,357 $775K
Schmidt P J Investment Management Inc. 0.14% Reduce -10.8% 6,337 $773K
Ossiam 0.01% Reduce -57.4% 6,319 $771K
Visionary Wealth Advisors 0.05% Add +1.1% 6,315 $770K
Edgewood Management LLC 0.00% No change 6,302 $769K
Mitchell Sinkler & Starr 0.21% Reduce -7.2% 6,292 $767K
Fidelis Capital Partners, LLC 0.08% Add +1.2% 6,399 $767K
Northwest Bancshares, Inc. 0.14% Reduce -0.4% 6,282 $766K
Headinvest, LLC 0.15% Add +0.2% 6,270 $765K
AA Financial Advisors, LLC 0.19% Add +3.0% 6,270 $765K
Caldwell Sutter Capital, Inc. 0.36% Reduce -5.0% 6,257 $763K
Finward Bancorp 0.66% Reduce -0.7% 6,255 $763K
Carret Asset Management, LLC 0.09% No change 6,238 $761K
Hills Bank & Trust Co 0.05% Add +3.0% 6,221 $759K
Bridges Investment Management Inc. 0.01% Add +0.6% 6,217 $758K
SeaCrest Wealth Management, LLC 0.09% Add +3.9% 6,205 $757K
CoreCap Advisors, LLC 0.03% Reduce -12.8% 6,200 $756K
Cidel Asset Management Inc. 0.05% Reduce -4.4% 6,196 $756K
Future Financial Wealth Managment LLC 0.55% Add +0.4% 6,179 $754K
United Bank 0.31% Add +5.2% 6,164 $752K
Gryphon Financial Partners LLC 0.11% Add +10.7% 6,158 $751K
Coppell Advisory Solutions LLC 0.10% Add +1.3% 6,142 $748K
San Luis Wealth Advisors LLC 0.17% New 6,124 $747K
Thoroughbred Financial Services, LLC 0.05% Add +0.6% 6,131 $747K
McDaniel Terry & Co. 0.07% No change 6,117 $746K
Legacy Financial Advisors, Inc. 0.12% Add +3.2% 6,076 $741K
Persium Advisors, LLC 0.70% Add +2.7% 6,073 $741K
NBT Bank, N.A. 0.05% Reduce -3.5% 6,033 $736K
CHICAGO TRUST Co NA 0.14% Add +2.0% 6,028 $735K
Personal Cfo Solutions, LLC 0.15% Reduce -1.5% 6,026 $735K
Waters Parkerson & Co., LLC 0.04% No change 6,022 $734K
Ferguson Wellman Capital Management, Inc. 0.01% Add +51.2% 6,015 $734K
Ables, Iannone, Moore & Associates, Inc. 0.50% Reduce -4.7% 6,014 $734K
Supplemental Annuity Collective Trust of NJ 0.23% No change 6,000 $732K
Cornerstone Advisory, LLC 0.09% Reduce -1.3% 5,952 $732K
Dorsey & Whitney Trust CO LLC 0.04% Add +4.8% 5,993 $731K
Ashton Thomas Securities, LLC 0.20% New 5,992 $731K
Lantz Financial LLC 0.20% Reduce -0.4% 5,988 $730K
Everstar Asset Management, LLC 0.48% Add +92.9% 5,980 $729K
Dogwood Wealth Management LLC 0.38% New 5,973 $729K
Aspen Wealth Strategies, LLC 0.48% Add +1.1% 5,962 $727K
Centre Asset Management, LLC 0.19% Add +3.3% 5,908 $721K
Claris Financial LLC 0.47% No change 6,684 $720K
Smith Chas P & Associates Pa Cpas 0.04% Add +0.1% 5,899 $720K
Bank of New Hampshire 0.19% Add +0.8% 5,895 $719K
Eastern Bank 0.01% Reduce -1.0% 5,885 $718K
Brighton Jones LLC 0.02% Reduce -13.0% 5,878 $717K
ICONIQ Capital, LLC 0.01% Reduce -2.9% 5,868 $716K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.7% 5,866 $715K
Guyasuta Investment Advisors Inc. 0.05% No change 5,865 $715K
Clifford Swan Investment Counsel LLC 0.03% Reduce -2.6% 5,834 $712K
Independence Bank of Kentucky 0.11% Add +1.2% 5,833 $711K
Parkside Financial Bank & Trust 0.09% Reduce -3.6% 5,831 $711K
Oakworth Capital, Inc. 0.05% Reduce -28.4% 5,800 $707K
Studio Investment Management LLC 0.15% Reduce -48.9% 5,798 $707K
Aegis Wealth Management LLC 0.41% Reduce -0.5% 5,773 $704K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +4.8% 5,810 $704K
Glen Eagle Advisors, LLC 0.12% Reduce -0.8% 5,740 $700K
Monetary Management Group Inc. 0.19% No change 5,733 $699K
Silverlake Wealth Management LLC 0.27% Reduce -3.6% 5,731 $699K
Groesbeck Investment Management Corp. 0.98% No change 5,733 $699K
Oak Hill Wealth Advisors, LLC 0.16% Add +19.3% 5,692 $694K
Kuhn & Co Investment Counsel 0.58% No change 5,676 $692K
Armstrong Advisory Group, Inc. 0.06% No change 6,398 $689K
Nilsine Partners, LLC 0.08% Reduce -0.9% 5,631 $687K
Wellington Shields & Co., LLC 0.21% No change 5,631 $687K
Garrett Wealth Advisory Group, LLC 0.15% Add +0.8% 5,626 $686K
E&G Advisors, LLC 0.19% Reduce -1.8% 5,600 $683K
Investment Advisory Services Inc. /TX 0.25% Reduce -0.8% 5,589 $682K
First Financial Group Corp 0.77% Add +4.7% 5,587 $682K
Vista Investment Partners Ii, LLC 0.38% Add +28.3% 5,567 $679K
Busey Bank 0.02% Add +8.2% 5,565 $679K
Inspire Advisors, LLC 0.08% New 5,549 $677K
Alpha Cubed Investments, LLC 0.03% New 5,548 $677K
Bowen Hanes & Co. Inc. 0.02% No change 5,543 $676K
Palogic Value Management, L.P. 0.30% No change 5,537 $675K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -1.9% 5,529 $674K
Capital Analysts, LLC 0.03% Reduce -3.2% 5,502 $671K
Retirement Planning Co of New England, Inc. 0.33% Add +1.7% 5,490 $670K
Intrua Financial, LLC 0.10% Add +8.1% 5,474 $668K
Nomura Holdings Inc. 0.00% Reduce -83.2% 5,470 $667K
Register Financial Advisors LLC 0.35% Add +0.0% 5,461 $666K
Finivi Inc. 0.53% Add +1.1% 5,439 $663K
Trilogy Capital Inc. 0.03% Add +0.8% 5,438 $663K
Transform Wealth, LLC 0.04% Reduce -5.9% 5,426 $662K
Crestwood Advisors Group, LLC 0.01% Add +0.5% 5,403 $659K
Agate Pass Investment Management, LLC 0.28% Reduce -2.5% 5,397 $658K
First Financial Bank - Trust Division 0.06% Reduce -4.3% 5,377 $656K
RB Capital Management, LLC 0.17% Reduce -1.5% 5,374 $655K
TFG Advisers LLC 0.24% Add +10.6% 5,362 $654K
Tudor Financial Inc. 0.39% Reduce -0.5% 5,359 $654K
Probity Advisors, Inc. 0.13% Add +2.7% 5,352 $653K
Wilkins Investment Counsel Inc. 0.09% Reduce -4.1% 5,335 $651K
BCGM Wealth Management, LLC 0.20% Reduce -5.7% 5,319 $649K
Quest 10 Wealth Builders, Inc. 0.69% Reduce -2.7% 5,301 $647K
Sonora Investment Management Group, LLC 0.05% Add +11.2% 5,266 $642K
Nwam LLC 0.06% Reduce -0.2% 5,261 $642K
Grey Ledge Advisors, LLC 0.17% Reduce -1.8% 5,238 $639K
Apexium Financial, LP 0.04% Reduce -2.0% 5,238 $639K
Simon Quick Advisors, LLC 0.04% Add +43.6% 5,234 $638K
Cobblestone Capital Advisors LLC 0.03% Reduce -16.1% 5,219 $637K
PBMares Wealth Management LLC 0.13% Add +6.8% 5,219 $637K
St. Louis Trust Co 0.09% Add +56.2% 5,207 $635K
McKinley Carter Wealth Services, Inc. 0.04% Add +9.2% 5,203 $635K
MBA Advisors LLC 0.31% Add +6.9% 5,199 $634K
CVA Family Office, LLC 0.10% Add +3.0% 5,184 $632K
Centaurus Financial, Inc. 0.04% Reduce -4.5% 5,168 $630K
Grant Private Wealth Management Inc 0.68% Add +110.3% 5,355 $629K
Cordatus Wealth Management LLC 0.17% Add +6.4% 5,160 $629K
Crewe Advisors LLC 0.09% Add +0.7% 5,144 $627K
Waterloo Capital, L.P. 0.06% Add +21.6% 5,143 $627K
JFS Wealth Advisors, LLC 0.04% Reduce -0.3% 5,140 $627K
Tyche Wealth Partners LLC 0.14% Add +6.5% 5,133 $626K
Verus Capital Partners, LLC 0.06% Add +83.6% 5,122 $625K
Polymer Capital Management (US) LLC 0.19% New 5,121 $625K
Cyndeo Wealth Partners, LLC 0.04% Reduce -4.6% 5,110 $623K
Catalyst Financial Partners LLC 0.11% Add +1.8% 5,090 $621K
WealthPlan Investment Management, LLC 0.06% Reduce -0.6% 5,081 $620K
Graypoint LLC 0.04% Reduce -1.7% 5,065 $618K
Petra Financial Advisors Inc. 0.51% Reduce -0.1% 5,059 $617K
Bill Few Associates, Inc. 0.22% No change 5,050 $616K
Hudson Value Partners, LLC 0.23% No change 5,040 $615K
Roundview Capital LLC 0.04% Reduce -4.9% 5,017 $612K
Broyhill Asset Management, LLC 0.50% No change 5,003 $610K
Corps Capital Advisors, LLC 0.64% Reduce -25.9% 5,000 $610K
NewEdge Wealth, LLC 0.01% Reduce -16.1% 4,995 $609K
KPP Advisory Services LLC 0.12% Add +18.0% 4,986 $608K
Destination Wealth Management 0.02% Add +0.2% 4,985 $608K
Bar Harbor Wealth Management 0.04% Add +3.8% 4,950 $604K
Hudock, Inc. 0.11% Add +0.2% 4,944 $603K
Gateway Investment Advisers LLC 0.01% Reduce -14.1% 4,931 $601K
Washington Capital Management, Inc. 0.49% No change 4,930 $601K
Roberts Glore & Co. Inc. 0.18% Add +1.8% 4,930 $601K
Sierra Summit Advisors LLC 0.13% Reduce -1.0% 4,918 $600K
Gladstone Institutional Advisory LLC 0.03% Reduce -17.8% 4,908 $599K
Edge Financial Advisors LLC 0.38% Add +0.9% 4,896 $597K
Crews Bank & Trust 0.10% Add +0.5% 4,893 $597K
Costello Asset Management, INC 0.24% Add +9.7% 4,892 $597K
Southeast Asset Advisors, LLC 0.07% New 4,875 $595K
Aspen Investment Management Inc 0.27% No change 4,869 $594K
HHM Wealth Advisors, LLC 0.08% No change 4,870 $594K
Novus Advisors, LLC 0.60% Reduce -2.3% 4,870 $594K
Financial Security Advisor, Inc. 0.15% Add +0.1% 4,868 $594K
Syon Capital LLC 0.05% Add +27.7% 4,868 $594K
Cypress Wealth Services, LLC 0.12% Reduce -3.7% 4,866 $594K
Octavia Wealth Advisors, LLC 0.07% Reduce -0.7% 4,865 $593K
Bard Financial Services, Inc. 0.07% No change 4,855 $592K
Firethorn Wealth Partners, LLC 0.28% Reduce -4.8% 4,816 $587K
Hendershot Investments Inc. 0.08% Add +0.2% 4,814 $587K
Wolff Financial Management LLC 0.16% No change 4,810 $587K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -7.4% 4,795 $585K
Northstar Advisory Group, LLC 0.38% Reduce -5.0% 4,779 $583K
Apella Capital, LLC 0.02% Reduce -0.9% 5,010 $583K
Walker Asset Management, LLC 0.35% Reduce -5.9% 4,778 $583K
Trust Point Inc. 0.05% Reduce -33.9% 4,770 $582K
Blue Fin Capital, Inc. 0.11% Add +4.3% 4,769 $582K
XML Financial, LLC 0.05% Reduce -2.9% 4,731 $577K
Spinnaker Trust 0.04% Reduce -1.8% 4,731 $577K
Howard Capital Management, LLC 0.01% Reduce -10.1% 4,725 $576K
Callan Capital, LLC 0.04% Add +18.6% 4,676 $570K
Radnor Capital Management, LLC 0.10% Reduce -37.8% 4,670 $570K
Asset Advisors Investment Management, LLC 0.06% No change 4,673 $570K
Traphagen Investment Advisors LLC 0.06% Add +0.5% 4,665 $569K
Members Trust Co 0.02% Add +3.6% 4,660 $568K
Avidian Wealth Enterprises, LLC 0.03% Add +31.0% 4,656 $568K
Americana Partners, LLC 0.02% Reduce -3.2% 4,652 $567K
Beese Fulmer Investment Management, Inc. 0.05% Add +2.5% 4,648 $567K
Pinnacle West Asset Management, Inc. 0.41% No change 4,640 $566K
Larson Financial Group LLC 0.03% Reduce -4.5% 4,640 $566K
Davis R M Inc. 0.01% Reduce -3.7% 4,610 $562K
Capital Square, LLC 0.33% Add +7.2% 4,606 $562K
Princeton Capital Management LLC 0.20% No change 4,598 $561K
Prairie Sky Financial Group LLC 0.33% No change 4,596 $561K
Greatmark Investment Partners, Inc. 0.08% Add +4.5% 4,591 $560K
Novak & Powell Financial Services, Inc. 0.35% Add +0.1% 4,578 $558K
D.B. Root & Company, LLC 0.18% Add +0.2% 4,564 $557K
Citizens Business Bank 0.12% Add +174.1% 4,563 $557K
Associated Banc-Corp 0.02% Reduce -6.0% 4,555 $556K
Doheny Asset Management 0.43% No change 4,553 $555K
Diversify Wealth Management, LLC 0.04% Reduce -10.0% 4,559 $555K
Calton & Associates, Inc. 0.13% New 4,546 $554K
O'ROURKE & COMPANY, Inc 0.27% Add +0.3% 4,528 $552K
Salomon & Ludwin, LLC 0.06% No change 4,528 $552K
Venturi Wealth Management, LLC 0.03% Add +7.8% 4,504 $549K
Strategies Wealth Advisors, LLC 0.07% Add +45.0% 4,503 $549K
Argus Investors' Counsel, Inc. 0.42% Add +3.5% 4,490 $548K
TBH Global Asset Management, LLC 0.10% Add +0.7% 4,488 $547K
Wealthquest Corp 0.05% Reduce -1.6% 4,487 $547K
Douglas Lane & Associates, LLC 0.01% Add +19.6% 4,484 $547K
Flputnam Investment Management Co. 0.01% Reduce -4.9% 4,477 $546K
Level Wealth Management LLC 0.36% Reduce -10.6% 4,477 $546K
Hummer Financial Advisory Services Inc 0.44% No change 4,474 $546K
Aprio Wealth Management, LLC 0.07% Add +18.1% 4,468 $545K
Verity & Verity, LLC 0.05% Reduce -22.0% 4,460 $544K
Hancock Whitney Corp. 0.02% Add +1.6% 4,436 $541K
Joel Isaacson & Co., LLC 0.02% Add +23.1% 4,428 $540K
AlphaCore Capital LLC 0.05% Add +17.5% 4,413 $538K
Quantitative Investment Management, LLC 0.05% Reduce -89.4% 4,413 $538K
Asahi Life Asset Management Co., LTD. 0.35% New 4,375 $534K
McDonough Capital Management, Inc 0.35% Reduce -4.2% 4,371 $533K
Hodges Capital Management Inc. 0.05% Reduce -1.1% 4,373 $533K
Tiemann Investment Advisors, LLC 0.24% Reduce -1.1% 4,323 $527K
Choate Investment Advisors 0.01% Reduce -13.5% 4,314 $526K
LVM Capital Management Ltd. 0.06% Reduce -0.4% 4,294 $524K
Sunbelt Securities, Inc. 0.05% Reduce -8.7% 4,288 $523K
Steigerwald, Gordon & Koch Inc. 0.06% Add +1.9% 4,288 $523K
New Republic Capital, LLC 0.23% Add +16.0% 4,285 $523K
WBH Advisory Inc. 0.05% Reduce -4.6% 4,264 $520K
Accurate Wealth Management, LLC 0.10% Reduce -1.7% 4,359 $518K
Pinnacle Wealth Management Group, Inc. 0.36% Add +13.3% 4,248 $518K
Allegheny Financial Group 0.13% Reduce -0.8% 4,215 $514K
Transce3nd, LLC 0.23% Add +3.7% 4,215 $514K
Trueblood Wealth Management, LLC 0.24% Reduce -1.5% 4,212 $514K
Saxony Capital Management, LLC 0.45% Reduce -0.3% 4,180 $510K
Integrity Alliance, Llc. 0.02% New 4,178 $510K
Investment Partners Asset Management, Inc. 0.40% No change 4,178 $510K
Adirondack Trust Co. 0.20% Reduce -7.8% 4,173 $509K
Southland Equity Partners LLC 0.12% Add +3.8% 4,167 $508K
Clarius Group, LLC 0.03% Reduce -0.1% 4,164 $508K
Reynders McVeigh Capital Management, LLC 0.03% Add +0.4% 4,153 $507K
Knollwood Investment Advisory, LLC 0.06% No change 4,142 $505K
MJP Associates Inc. 0.09% Add +21.8% 4,141 $505K
Fulton Breakefield Broenniman LLC 0.04% Reduce -22.7% 4,135 $504K
Zacks Investment Management 0.00% Add +2.1% 4,108 $501K
Aaron Wealth Advisors LLC 0.06% Add +8.1% 4,107 $501K
PFG Advisors 0.03% Add +5.4% 4,103 $500K
Verum Partners LLC 0.13% Add +2.5% 4,072 $497K
Journey Strategic Wealth LLC 0.02% Reduce -0.6% 4,070 $496K
Golden State Wealth Management, LLC 0.07% Add +0.6% 4,065 $496K
Main Street Financial Solutions, LLC 0.04% Reduce -30.9% 4,064 $496K
Bedel Financial Consulting, Inc. 0.07% No change 4,022 $494K
Conning Inc. 0.02% No change 4,027 $491K
Truvestments Capital LLC 0.11% Add +48.9% 4,014 $490K
Pallas Capital Advisors LLC 0.02% Add +16.1% 4,013 $489K
One Capital Management, LLC 0.02% Reduce -0.1% 4,004 $488K
Patton Albertson Miller Group, LLC 0.07% Reduce -13.2% 3,995 $487K
Avestar Capital, LLC 0.05% Reduce -12.9% 3,987 $486K
Premier Path Wealth Partners, LLC 0.08% Add +0.2% 3,981 $486K
Westmount Partners, LLC 0.15% Add +0.6% 3,979 $485K
Garner Asset Management Corp 0.21% Reduce -4.5% 3,979 $485K
Chiron Capital Management, LLC 0.44% Reduce -14.7% 3,968 $484K
Campion Asset Management 0.37% Reduce -2.6% 3,963 $483K
Park Place Capital Corp 0.13% Reduce -1.7% 3,957 $483K
RiverFront Investment Group, LLC 0.01% Reduce -3.1% 3,949 $482K
CMG Global Holdings, LLC 0.31% Reduce -1.4% 3,970 $479K
Aspen Grove Capital, LLC 0.09% Add +3.3% 3,923 $479K
Searle & Co. 0.14% No change 3,911 $477K
Nicolet Advisory Services, LLC 0.05% Add +50.4% 4,081 $477K
IronBridge Private Wealth, LLC 0.19% No change 3,903 $476K
Alta Advisers Ltd 0.20% Add +56.0% 3,900 $476K
Breakwater Capital Group 0.08% Add +30.2% 3,882 $473K
Wright Investors Service Inc. 0.16% Reduce -8.7% 3,877 $473K
Signature Estate & Investment Advisors LLC 0.01% Add +22.6% 3,875 $473K
Centennial Bank 0.22% Reduce -8.5% 3,869 $472K
Fulcrum Equity Management 0.52% Add +0.7% 3,868 $472K
Cadinha & Co. LLC 0.10% Reduce -7.2% 3,863 $471K
Sage Mountain Advisors LLC 0.03% New 3,844 $469K
Fairfield, Bush & Co. 0.30% Add +11.7% 3,834 $468K
NCM Capital Management, LLC 0.21% Reduce -4.9% 3,831 $467K
IFC Advisors LLC 0.10% Reduce -3.4% 3,830 $467K
Arbor Investment Advisors, LLC 0.06% Reduce -6.3% 3,820 $466K
Aspiriant, LLC 0.02% Add +2.0% 3,817 $466K
Baker Avenue Asset Management, LP 0.01% Reduce -12.1% 3,815 $465K
Marotta Asset Management 0.09% Add +1.1% 4,027 $464K
Alliance Wealth Advisors, LLC 0.12% Reduce -6.1% 3,806 $464K
Wendell David Associates Inc. 0.05% Reduce -27.4% 3,802 $464K
Savvy Advisors, Inc. 0.05% Add +11.8% 3,800 $463K
OmniStar Financial Group, Inc. 0.37% Reduce -14.0% 3,798 $463K
Beacon Capital Management, LLC 0.06% Add +2.0% 3,798 $463K
Mayfair Advisory Group, LLC 0.27% No change 3,778 $461K
Clearwater Capital Advisors, LLC 0.04% Reduce -22.7% 3,775 $460K
King Wealth Management Group 0.07% Add +7.2% 3,774 $460K
Absher Wealth Management, LLC 0.06% Add +1.6% 3,769 $460K
Brass Tax Wealth Management, Inc. 0.10% Add +9.4% 3,763 $459K
BIP Wealth, LLC 0.03% Add +0.9% 3,762 $459K
Meriwether Wealth & Planning, LLC 0.30% Add +3.2% 3,759 $458K
Almanack Investment Partners, LLC. 0.09% Reduce -3.3% 3,758 $458K
Meridian Investment Counsel Inc. 0.13% No change 3,745 $457K
World Equity Group, Inc. 0.13% Add +18.0% 3,821 $456K
Genesis Private Wealth, LLC 0.24% Reduce -0.6% 3,737 $456K
Acorn Financial Advisory Services Inc. 0.08% Add +15.1% 3,735 $456K
Alps Advisors Inc. 0.00% Add +40.0% 3,735 $456K
Brandywine Oak Private Wealth LLC 0.04% Reduce -1.6% 3,731 $455K
Point72 (DIFC) Ltd 0.04% Reduce -87.1% 3,729 $455K
Waddell & Associates, LLC 0.06% No change 3,726 $454K
Lake Street Private Wealth, LLC 0.07% Add +8.0% 3,717 $453K
Revisor Wealth Management LLC 0.20% Add +79.9% 3,695 $451K
Patriot Investment Management Group, Inc. 0.03% No change 3,680 $449K
Arkos Global Advisors 0.07% Add +50.5% 3,674 $448K
Broadwater Capital Management LLC 0.35% No change 3,666 $447K
Horan Securities, Inc. 0.17% Add +3.6% 3,664 $447K
Brighton Securities Corp. 0.22% Add +0.3% 3,663 $447K
First Western Trust Bank 0.02% No change 3,651 $445K
Keel Point, LLC 0.03% Add +12.7% 3,640 $444K
Birchcreek Wealth Management, LLC 0.28% No change 3,635 $443K
Goepper Burkhardt LLC 0.18% Reduce -0.6% 3,634 $443K
Diversify Advisory Services, LLC 0.03% Reduce -2.8% 3,636 $442K
Objectivity Squared, LLC 0.37% Add +0.1% 3,718 $442K
Evergreen Capital Management LLC 0.01% Add +9.0% 3,606 $440K
VSM Wealth Advisory, LLC 0.16% No change 3,597 $439K
Quad-Cities Investment Group, LLC 0.22% Add +0.2% 3,595 $439K
Secure Asset Management, LLC 0.09% Add +64.0% 3,593 $438K
Am Investment Strategies LLC 0.11% Add +0.2% 3,594 $438K
Marietta Investment Partners LLC 0.11% No change 3,581 $437K
BXM Wealth LLC 0.52% Reduce -0.5% 3,571 $436K
FLC Capital Advisors 0.10% No change 3,570 $435K
Roberts Financial Services LLC 0.08% Reduce -3.1% 3,569 $435K
Certuity, LLC 0.05% Add +5.2% 3,557 $434K
BayBridge Capital Group, LLC 0.31% Reduce -67.1% 3,555 $434K
Sterling Investment Counsel, LLC 0.15% Add +8.9% 3,554 $433K
Texas Capital Bank Wealth Management Services Inc 0.04% New 3,547 $433K
Clayton Financial Group LLC 0.16% Add +0.1% 3,537 $431K
Aldebaran Financial Inc. 0.53% Reduce -0.4% 3,535 $431K
Harold Davidson & Associates Inc. 0.23% Add +17.3% 3,531 $431K
PDS Planning, Inc 0.04% Add +4.3% 3,525 $430K
Smith Asset Management Co., LLC 0.40% Reduce -3.3% 3,516 $429K
Mosaic Family Wealth Partners, LLC 0.06% Add +6.3% 3,497 $427K
Alliance Wealth Advisors, LLC 0.25% Reduce -1.5% 3,488 $425K
Freestone Capital Holdings, LLC 0.02% Add +48.7% 3,488 $425K
Verus Financial Partners, Inc. 0.05% Add +0.1% 3,523 $424K
Birch Financial Group, LLC 0.38% New 3,478 $424K
Grove Bank & Trust 0.06% Reduce -40.2% 3,472 $423K
TRUE Private Wealth Advisors 0.05% Add +5.2% 3,470 $423K
Code Waechter LLC 0.35% New 3,456 $422K
Gradient Investments LLC 0.01% Add +40.9% 3,454 $421K
Sandbox Financial Partners, LLC 0.15% Add +0.3% 3,447 $420K
Flaharty Asset Management, LLC 0.06% No change 3,446 $420K
Asset Planning,Inc 0.33% Add +0.1% 3,431 $419K
First Citizens Financial Corp 0.24% No change 3,427 $418K
Resurgent Financial Advisors LLC 0.25% Reduce -2.8% 3,426 $418K
YANKCOM Partnership 0.23% Reduce -33.9% 3,412 $416K
RKL Wealth Management LLC 0.04% New 3,404 $415K
OMC Financial Services LTD 0.18% Add +0.1% 3,378 $412K
CRA Financial Services, LLC 0.07% No change 3,360 $410K
CNB Bank 0.21% Reduce -23.6% 3,350 $409K
Strategic Wealth Investment Group, LLC 0.71% Reduce -96.1% 3,343 $408K
Fairvoy Private Wealth, LLC 0.11% Add +2.1% 3,342 $408K
William B. Walkup & Associates, Inc. 0.25% No change 3,341 $408K
Flagship Harbor Advisors, LLC 0.02% Reduce -21.7% 3,332 $406K
Prostatis Group LLC 0.13% Reduce -8.3% 3,330 $406K
Latitude Advisors, LLC 0.24% Reduce -14.0% 3,328 $406K
Muirfield Wealth Advisors LLC 0.34% Add +0.8% 3,323 $405K
Quotient Wealth Partners, LLC 0.01% Add +7.1% 3,317 $405K
First Business Financial Services, Inc. 0.04% Reduce -7.0% 3,316 $404K
CFO4Life Group, LLC 0.07% Reduce -15.1% 3,315 $404K
CWS Financial Advisors, LLC 0.13% No change 3,308 $404K
Beacon Investment Advisors LLC 0.19% Add +3.9% 3,305 $403K
L2 Asset Management, LLC 0.08% Add +10.9% 3,304 $403K
Atalanta Sosnoff Capital, LLC 0.01% Add +17.5% 3,302 $403K
Commonwealth Financial Services, LLC 0.08% Reduce -1.1% 3,301 $403K
Mindset Wealth Management, LLC 0.16% Add +43.5% 3,300 $403K
Capital Asset Advisory Services LLC 0.02% Reduce -12.0% 3,340 $402K
Cladis Investment Advisory, LLC 0.29% Reduce -0.0% 3,287 $401K
Soltis Investment Advisors LLC 0.04% Reduce -1.5% 3,283 $400K
Boothbay Fund Management, LLC 0.01% New 3,278 $400K
Childress Capital Advisors, LLC 0.12% Add +6.3% 3,268 $399K
Duncker Streett & Co. Inc. 0.08% No change 3,265 $398K
Atlas Private Wealth Advisors 0.06% Reduce -24.0% 3,264 $398K
MWA Asset Management 0.28% No change 3,260 $398K
Cim Investment Management Inc. 0.09% Reduce -0.1% 3,259 $398K
Holistic Financial Partners 0.19% New 3,253 $397K
CVFG LLC 0.36% Add +6.1% 3,250 $396K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 3,242 $395K
Lindbrook Capital, LLC 0.04% Add +1.3% 3,240 $395K
Pine Harbor Wealth Management, LLC 0.16% Add +0.1% 3,235 $395K
Timonier Family Office, LTD. 0.17% Reduce -4.1% 3,235 $395K
Charles Schwab Trust Co 0.03% Add +6.7% 3,207 $391K
Bestgate Wealth Advisors, LLC 0.81% Reduce -0.7% 3,198 $390K
Avior Wealth Management, LLC 0.01% Reduce -52.1% 3,194 $390K
Burney Co./ 0.01% Reduce -5.8% 3,192 $389K
North Star Investment Management Corp. 0.03% No change 3,182 $388K
St Germain D J Co. Inc. 0.02% Reduce -31.1% 3,180 $388K
Baker Boyer National Bank 0.14% No change 3,179 $388K
Live Oak Investment Partners 0.31% New 3,178 $388K
Sawgrass Asset Management LLC 0.05% Reduce -3.0% 3,177 $387K
Beaton Management Co. Inc. 0.20% Reduce -4.0% 3,171 $387K
Marathon Capital Management 0.10% Reduce -3.1% 3,172 $387K
Peachtree Investment Partners, LLC 0.15% Add +18.3% 3,168 $386K
44 Wealth Management LLC 0.14% No change 3,167 $386K
Beverly Hills Private Wealth, LLC 0.08% Add +2.1% 3,166 $386K
Ameriflex Group, Inc. 0.16% No change 3,166 $386K
BKM Wealth Management, LLC 0.16% Reduce -0.0% 3,163 $386K
Financial Advisors Network, Inc. 0.06% Add +2.6% 3,161 $386K
McGowan Group Asset Management, Inc. 0.05% Add +2.7% 3,159 $385K
Summit Asset Management, LLC 0.07% Reduce -20.2% 3,155 $385K
Clearstead Trust, LLC 0.09% Reduce -5.6% 3,150 $384K
Fagan Associates, Inc. 0.06% Reduce -0.8% 3,150 $384K
West Paces Advisors Inc. 0.09% Reduce -13.4% 3,144 $383K
Xcel Wealth Management, LLC 0.12% No change 3,139 $383K
Evoke Wealth, LLC 0.01% Add +22.8% 3,131 $382K
Norris Perne & French LLP 0.03% Reduce -2.5% 3,116 $380K
City National Bank of Florida 0.34% Add +12.0% 3,106 $379K
UNIVEST FINANCIAL Corp 0.02% Reduce -7.7% 3,105 $379K
Cannell & Spears LLC 0.01% Reduce -13.1% 3,105 $379K
Baron Wealth Management LLC 0.17% Add +8.5% 3,104 $379K
Westhampton Capital, LLC 0.21% No change 3,097 $378K
Means Investment Co., Inc. 0.04% Reduce -11.1% 3,096 $378K
Channel Wealth LLC 0.12% Add +0.7% 3,094 $377K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +6.0% 3,089 $377K
Meridian Wealth Partners, LLC 0.06% Reduce -2.6% 3,087 $377K
MCF Advisors LLC 0.03% Reduce -3.6% 3,082 $376K
Texas Bank & Trust Co 0.16% Reduce -0.1% 3,081 $376K
Sigma Investment Counselors Inc. 0.02% No change 3,077 $375K
Union Savings Bank 0.18% No change 3,073 $375K
Blackston Financial Advisory Group, LLC 0.25% Reduce -9.0% 3,068 $374K
LSP Investment Advisors, LLC 0.32% No change 3,060 $373K
Atlas Wealth Partners, LLC 0.46% Add +18.4% 3,057 $373K
Grant/GrossMendelsohn, LLC 0.21% Add +0.7% 3,089 $373K
Sittner & Nelson, LLC 0.16% No change 3,051 $372K
Exchange Bank 0.30% No change 3,045 $371K
Jackson Wealth Management, LLC 0.05% No change 3,043 $371K
Pure Financial Advisors, LLC 0.01% Add +22.8% 3,037 $370K
Revolve Wealth Partners, LLC 0.05% Add +2.9% 3,034 $370K
Alpine Bank Wealth Management 0.06% — 3,031 $370K
Midland Wealth Advisors, LLC 0.02% Reduce -33.4% 3,031 $370K
Novem Group 0.05% Add +8.8% 3,030 $370K
New Hampshire Trust 0.08% Reduce -23.3% 3,024 $369K
Enterprise Financial Services Corp 0.22% Reduce -3.4% 3,021 $368K
Market Street Wealth Management Advisors LLC 0.06% Add +3.8% 3,016 $368K
MKT Advisors LLC 0.17% Reduce -4.5% 3,145 $368K
RFG - Bristol Wealth Advisors, LLC 0.12% Add +3.5% 3,012 $367K
Cascade Investment Group, Inc. 0.28% No change 3,010 $367K
JB Capital LLC 0.02% Add +4.6% 3,003 $366K
Walter Public Investments Inc. 0.07% No change 3,000 $366K
Fiducient Advisors LLC 0.05% New 3,000 $366K
Quent Capital, LLC 0.04% Add +3.0% 2,993 $365K
DRW Securities, LLC 0.03% New 2,988 $364K
Uncommon Cents Investing LLC 0.11% Reduce -0.2% 2,970 $362K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -3.1% 2,950 $360K
Transcend Capital Advisors, LLC 0.03% Reduce -6.3% 2,948 $360K
Van Strum & Towne Inc. 0.12% New 2,939 $358K
Central Bank & Trust Co. 0.06% Add +7.5% 2,922 $356K
Sequent Asset Management, LLC 0.20% New 2,918 $356K
Boston Trust Walden Corp 0.00% No change 2,918 $356K
SpringVest Wealth Management LLC 0.29% Reduce -3.5% 2,914 $355K
Advisor Resource Council 0.03% New 2,906 $354K
PSI Advisors, LLC 0.12% Reduce -42.1% 2,901 $354K
Ellis Investment Partners, LLC 0.07% Add +16.7% 2,895 $353K
AmeriServ Wealth Advisors 0.20% Reduce -6.6% 2,888 $352K
Calamos Wealth Management LLC 0.02% Add +1.5% 2,871 $350K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% Reduce -2.8% 2,862 $349K
Moss Adams Wealth Advisors LLC 0.04% Add +36.5% 2,859 $349K
Berkshire Asset Management LLC 0.02% Reduce -0.3% 2,897 $349K
Holcombe Financial, Inc. 0.29% No change 2,853 $348K
Knuff & Co LLC 0.12% Add +94.8% 2,852 $348K
Wimmer Associates 1, LLC 0.18% No change 3,056 $346K
International Private Wealth Advisors LLC 0.33% Add +3.4% 2,833 $346K
Optas, LLC 0.06% Add +8.5% 2,830 $345K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -99.0% 2,828 $345K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.5% 2,820 $344K
Community Financial Services Group, LLC 0.07% Reduce -37.6% 2,819 $344K
Wealthcare Capital Partners, LLC 0.18% Add +2.3% 2,812 $343K
Mason & Associates, LLC 0.10% Add +0.1% 2,812 $343K
Accel Wealth Management 0.12% Reduce -8.6% 2,797 $341K
Invst, LLC 0.05% Reduce -8.4% 2,796 $341K
OneAscent Wealth Management LLC 0.15% Reduce -5.8% 2,797 $341K
Onyx Bridge Wealth Group LLC 0.05% Add +2.3% 2,796 $341K
Raab & Moskowitz Asset Management LLC 0.09% No change 2,794 $341K
Heartwood Wealth Advisors LLC 0.04% No change 2,787 $340K
Generation Capital Management LLC 0.31% No change 2,785 $340K
Nalls Sherbakoff Group, LLC 0.28% — 2,778 $339K
Focused Wealth Management, Inc 0.05% New 2,774 $338K
Asset Allocation & Management Company, LLC 0.17% No change 2,775 $338K
Interchange Capital Partners, LLC 0.09% Add +1.0% 2,771 $338K
First Heartland Consultants, Inc. 0.03% Reduce -1.8% 2,769 $338K
SkyView Investment Advisors, LLC 0.05% New 2,760 $337K
Horizon Investment Services, LLC 0.16% Reduce -1.9% 2,759 $337K
NorthStar Asset Management LLC 0.21% Add +13.8% 2,755 $336K
Private Capital Management, LLC 0.04% No change 2,737 $334K
Blossom Wealth Management 0.67% Reduce -0.9% 2,735 $334K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -5.7% 2,730 $333K
Fiduciary Financial Group, LLC 0.07% Add +3.7% 2,850 $333K
RDA Financial Network 0.10% New 2,727 $333K
Carl P. Sherr & Co., LLC 0.18% No change 2,721 $332K
Warm Springs Advisors Inc. 0.33% Add +3.8% 2,705 $330K
FWG Holdings, LLC 0.16% Add +0.3% 2,709 $330K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% Reduce -18.1% 2,702 $330K
Chelsea Counsel Co. 0.18% No change 2,701 $329K
Bridgewater Advisors Inc. 0.03% New 2,702 $329K
Burns J W & Co. Inc. 0.04% Reduce -19.8% 2,691 $328K
Mark Sheptoff Financial Planning, LLC 0.18% No change 2,685 $327K
Rosenberg Matthew Hamilton 0.08% Reduce -0.1% 2,682 $327K
May Hill Capital, LLC 0.12% Add +0.6% 2,681 $327K
Ritter Daniher Financial Advisory LLC / DE 0.09% Add +0.1% 2,676 $326K
Drive Wealth Management, LLC 0.08% Add +26.6% 2,667 $325K
Advus Financial Partners, LLC 0.09% Add +9.4% 2,665 $325K
Titleist Asset Management, LLC 0.04% Reduce -7.9% 2,655 $324K
Buttonwood Financial Advisors Inc. 0.14% Reduce -1.7% 2,653 $324K
MBB Public Markets I LLC 0.04% New 2,651 $323K
Van Cleef Asset Management,Inc 0.04% Reduce -3.6% 2,649 $323K
Oxbow Advisors, LLC 0.04% New 2,649 $323K
Griffin Asset Management, Inc. 0.04% Add +0.4% 2,648 $323K
F/m Investments LLC 0.01% Reduce -25.0% 2,643 $322K
Spinnaker Investment Group, LLC 0.07% Add +0.0% 2,638 $322K
Lokken Investment Group LLC 0.14% Add +3.3% 2,633 $321K
Proficio Capital Partners LLC 0.02% Add +0.5% 2,628 $321K
Cravens & Co Advisors, LLC 0.25% Add +0.1% 2,627 $320K
Richardson Financial Services Inc. 0.24% Add +1.5% 2,623 $320K
Hobbs Group Advisors, LLC 0.12% Reduce -11.7% 2,620 $320K
Royal Capital Wealth Management, LLC 0.22% No change 2,618 $319K
Pflug Koory, LLC 0.18% Reduce -0.4% 2,615 $319K
Partnership Wealth Management, LLC 0.27% No change 2,612 $319K
Elmwood Wealth Management, Inc. 0.13% Reduce -3.7% 2,611 $318K
Citizens National Bank Trust Department 0.07% Reduce -6.3% 2,607 $318K
Rossmore Private Capital 0.04% Reduce -24.6% 2,587 $316K
Opal Wealth Advisors, LLC 0.10% Add +19.0% 2,578 $314K
First Nebraska Trust Co 0.03% Reduce -0.6% 2,578 $314K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.0% 2,574 $314K
Centurion Wealth Management LLC 0.10% No change 2,904 $313K
Indiana Trust & Investment Management Co 0.11% Add +19.3% 2,562 $312K
D'Orazio & Associates, Inc. 0.05% Reduce -6.9% 2,557 $312K
American Money Management, LLC 0.06% No change 2,556 $312K
EntryPoint Capital, LLC 0.14% New 2,554 $312K
Hamilton Point Investment Advisors, LLC 0.06% Add +2.0% 2,551 $311K
Riverbend Wealth Management, LLC 0.28% Add +0.9% 2,546 $311K
Lazari Capital Management, Inc. 0.13% Add +0.6% 2,545 $310K
VestGen Advisors, LLC 0.01% — 2,533 $309K
Beirne Wealth Consulting Services, LLC 0.11% Add +0.3% 2,532 $309K
Capital Advisors Wealth Management, LLC 0.05% Add +4.3% 2,519 $307K
Magnolia Capital Advisors LLC 0.08% Reduce -1.4% 2,517 $307K
LCM Capital Management Inc 0.18% No change 2,516 $307K
Syntegra Private Wealth Group, LLC 0.04% Add +1.0% 2,510 $306K
Schulz Wealth, LTD. 0.23% No change 2,505 $306K
Washington Trust Advisors, Inc. 0.03% No change 2,505 $306K
Eagle Strategies LLC 0.05% New 2,504 $305K
Foster Group, Inc. 0.01% Add +6.6% 2,502 $305K
Maltin Wealth Management, Inc. 0.14% New 2,500 $305K
Shayne & Jacobs, LLC 0.07% No change 2,500 $305K
Joel Adams & Associates, Inc. 0.27% No change 2,489 $304K
LexAurum Advisors, LLC 0.06% Reduce -1.0% 2,486 $303K
Grandfield & Dodd, LLC 0.02% No change 2,485 $303K
Red Wave Investments LLC 0.11% No change 2,476 $302K
United Asset Strategies, Inc. 0.03% Reduce -11.8% 2,475 $302K
Lloyd Advisory Services, LLC. 0.15% Reduce -6.0% 2,473 $302K
Cromwell Holdings LLC 0.19% No change 2,469 $301K
Weatherly Asset Management L. P. 0.03% Add +0.0% 2,469 $301K
North Star Asset Management Inc. 0.01% Reduce -6.0% 2,462 $300K
VeraBank, N.A. 0.08% Reduce -0.5% 2,462 $300K
Tyler-Stone Wealth Management 0.05% Reduce -5.2% 2,455 $299K
Stanley-Laman Group, Ltd. 0.05% Add +1.9% 2,454 $299K
Versant Capital Management, Inc 0.05% Add +123.4% 2,453 $299K
FDx Advisors, Inc. 0.10% Reduce -1.3% 2,454 $299K
Wealth Quarterback LLC 0.17% Add +0.6% 2,450 $299K
FRG Family Wealth Advisors LLC 0.06% Reduce -0.4% 2,450 $299K
E Fund Management Co., Ltd. 0.01% Add +30.8% 2,450 $299K
Miller Financial Services LLC 0.43% Reduce -18.5% 2,448 $299K
Fortis Capital Advisors, LLC 0.06% Add +13.3% 2,448 $299K
Clear Creek Financial Management, LLC 0.03% Add +3.6% 2,441 $298K
Triad Wealth Partners, LLC 0.09% Add +15.6% 2,431 $297K
Cozad Asset Management Inc. 0.03% Add +10.6% 2,423 $295K
Lockerman Financial Group, Inc. 0.45% Add +0.9% 2,422 $295K
Consolidated Portfolio Review Corp 0.05% Add +0.0% 2,420 $295K
Yelin Lapidot Holdings Management Ltd. 0.06% Reduce -23.3% 2,419 $295K
Horan Capital Advisors, LLC. 0.10% Add +14.7% 2,414 $294K
Partners Wealth Management, LLC 0.33% Reduce -5.2% 2,413 $294K
Koss-Olinger Consulting, LLC 0.02% New 2,413 $294K
Kathmere Capital Management, LLC 0.03% New 2,410 $294K
Diversified Enterprises, LLC 0.02% New 2,410 $294K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -4.0% 2,406 $293K
Tucker Asset Management LLC 0.10% Reduce -6.1% 2,405 $293K
Colonial River Investments, LLC 0.16% Reduce -3.3% 2,404 $293K
Howard Wealth Management, LLC 0.16% Add +0.3% 2,400 $293K
Revere Asset Management, Inc 0.32% Reduce -27.1% 2,400 $293K
Apriem Advisors 0.03% No change 2,400 $293K
Allegiance Financial Group Advisory Services LLC 0.09% New 2,397 $292K
Joule Financial, LLC 0.10% Add +2.1% 2,394 $292K
M.E. Allison & Co., Inc. 0.29% Add +0.1% 2,387 $291K
CPC Advisors, LLC 0.04% Reduce -13.4% 2,387 $291K
Kennebec Savings Bank 0.31% Reduce -32.3% 2,385 $291K
FSB Premier Wealth Management, Inc. 0.11% Reduce -11.0% 2,382 $291K
Tilia Fiduciary Partners, Inc. 0.19% Add +0.2% 2,365 $288K
Patron Partners, LLC 0.16% No change 2,357 $287K
Kraematon Investment Advisors, Inc. 0.29% Reduce -12.0% 2,349 $287K
Peoples Bank 0.19% Reduce -15.1% 2,349 $287K
Sivia Capital Partners, LLC 0.13% Add +4.0% 2,344 $286K
Front Row Advisors LLC 0.11% Reduce -29.2% 2,342 $286K
Tradition Wealth Management, LLC 0.03% Reduce -0.4% 2,328 $284K
Pettinga Financial Advisors LLC 0.07% No change 2,317 $283K
Pinnacle Bancorp, Inc. 0.09% Add +1.1% 2,317 $283K
Abel Hall, LLC 0.17% New 2,308 $282K
Bridge Creek Capital Management LLC 0.09% No change 2,307 $281K
Investor's Fiduciary Advisor Network, LLC 0.13% Reduce -19.7% 2,307 $281K
Mainsail Asset Management, LLC 0.19% Add +1.4% 2,301 $281K
First Financial Corp. 0.14% Reduce -8.7% 2,301 $281K
Virtue Capital Management, LLC 0.03% Add +13.3% 2,298 $280K
Slagle Financial, LLC 0.12% Reduce -11.9% 2,294 $280K
Sunpointe, LLC 0.15% Add +0.6% 2,290 $279K
Hurlow Wealth Management Group, Inc. 0.09% Add +0.1% 2,287 $279K
Bath Savings Trust Co 0.03% Add +1.1% 2,287 $279K
Wrapmanager Inc. 0.07% Reduce -7.8% 2,283 $278K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +5.2% 2,278 $278K
TrueWealth Advisors, LLC 0.09% Reduce -0.7% 2,278 $278K
Rothschild Wealth LLC 0.08% Reduce -5.9% 2,277 $278K
McLean Asset Management Corp 0.09% Reduce -7.2% 2,395 $278K
1900 Wealth Management LLC 0.02% Add +0.0% 2,276 $278K
Vantage Financial Partners, LLC 0.07% Reduce -0.8% 2,270 $277K
Alhambra Investment Management LLC 0.14% Add +4.1% 2,268 $277K
L. Roy Papp & Associates, LLP 0.03% No change 2,266 $276K
Salvus Wealth Management, LLC 0.17% Add +10.6% 2,264 $276K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% No change 2,264 $276K
TCTC Holdings, LLC 0.01% Add +23.4% 2,256 $275K
Sanders Morris Harris LLC 0.04% No change 2,250 $274K
Manske Wealth Management 0.10% Add +4.8% 2,248 $274K
Severin Investments, LLC 0.27% Add +5.1% 2,239 $273K
Gleason Group, Inc. 0.05% Reduce -6.5% 2,239 $273K
Matrix Private Capital Group LLC 0.16% Reduce -0.5% 2,237 $273K
Peak Planning Group, LLC 0.11% Add +9.4% 2,235 $273K
Perennial Investment Advisors, LLC 0.03% Add +6.1% 2,232 $272K
Summit X, LLC 0.06% Reduce -1.2% 2,231 $272K
M. Kraus & Co 0.08% No change 2,229 $272K
Intergy Private Wealth, LLC 0.10% Add +5.2% 2,223 $271K
Berry Wealth Group, LP 0.21% New 2,222 $271K
Alternative Investment Advisors, LLC. 0.14% Add +0.3% 2,220 $271K
City State Bank 0.09% No change 2,217 $270K
Arkfeld Wealth Strategies, L.L.C. 0.12% Add +0.6% 2,324 $270K
Smithfield Trust Co 0.01% Reduce -14.8% 2,222 $270K
Legacy Private Trust Co. 0.02% New 2,200 $268K
Capital Planning Advisors, LLC 0.04% Add +0.6% 2,197 $268K
Optimize Financial Inc. 0.10% New 2,183 $266K
Roble, Belko & Company, Inc 0.04% No change 2,182 $266K
Sentry Investment Management LLC 0.18% Reduce -23.0% 2,268 $265K
Obsidian Personal Planning Solutions LLC 0.12% No change 2,154 $263K
Capital Advantage, Inc. 0.05% No change 2,439 $263K
Canal Capital Management, LLC 0.04% Reduce -67.5% 2,138 $261K
Everpar Advisors LLC 0.14% New 2,129 $260K
Curat Global, LLC 0.32% — 2,043 $260K
Angeles Wealth Management, LLC 0.02% Add +8.3% 2,126 $259K
Nicholson Wealth Management Group, LLC 0.17% No change 2,125 $259K
Prelude Capital Management, LLC 0.03% Add +14.4% 2,125 $259K
Essex Investment Management Co. LLC 0.05% Reduce -0.3% 2,122 $259K
Auxano Advisors, LLC 0.07% Add +1.2% 2,119 $258K
Legacy Capital Wealth Partners, LLC 0.06% Add +6.0% 2,114 $258K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.9% 2,114 $258K
Pring Turner Capital Group Inc. 0.16% Add +8.9% 2,107 $257K
Penobscot Investment Management Company, Inc. 0.02% New 2,106 $257K
RTD Financial Advisors, Inc. 0.03% New 2,102 $256K
Longboard Asset Management, LP 0.75% No change 2,101 $256K
WealthTrust Asset Management, LLC 0.19% Add +0.4% 2,100 $256K
Heritage Trust Co 0.03% Reduce -15.1% 2,097 $256K
bLong Financial, LLC 0.23% No change 2,084 $254K
Winthrop Advisory Group LLC 0.03% Reduce -0.6% 2,083 $254K
United Advisor Group, LLC 0.05% Reduce -34.4% 2,080 $254K
Peddock Capital Advisors, LLC 0.06% Add +0.8% 2,075 $253K
Stone Run Capital, LLC 0.11% No change 2,071 $253K
Abound Financial, LLC 0.13% Add +0.8% 2,070 $252K
Obsidian Cio, LLC 0.04% Add +1.1% 2,068 $252K
Pioneer Trust Bank N A 0.07% New 2,066 $252K
Forum Financial Management, LP 0.00% Add +0.1% 2,062 $251K
Mechanics Financial Corp 0.11% No change 2,057 $251K
Shilanski & Associates, Inc. 0.08% Reduce -0.8% 2,056 $251K
First Financial Bankshares Inc 0.01% No change 2,052 $250K
Letko, Brosseau & Associates Inc. 0.01% Reduce -50.0% 2,050 $250K
CYBER HORNET ETFs LLC 0.25% Add +0.1% 2,048 $250K
Global Assets Advisory, LLC 0.05% New 2,138 $249K
Founders Grove Wealth Partners, LLC 0.07% No change 2,041 $249K
Stokes Family Office, LLC 0.03% Reduce -11.8% 2,039 $249K
Towne Trust Company, N.A 0.09% Add +87.6% 2,030 $248K
CarsonAllaria Wealth Management, Ltd. 0.14% Add +0.6% 2,027 $247K
Taylor Financial Group, Inc. 0.17% New 2,019 $246K
Chung Wu Investment Group, LLC 0.29% No change 2,018 $246K
Castleview Partners, LLC 0.17% Reduce -6.4% 2,016 $246K
Atlantic Family Wealth, LLC 0.23% Add +6.6% 2,015 $246K
Mill Creek Capital Advisors, LLC 0.01% New 2,007 $245K
Semus Wealth Partners LLC 0.17% Add +0.8% 2,004 $244K
Philip James Wealth Mangement, LLC 0.03% Reduce -8.2% 2,004 $244K
Bremer Bank National Association 0.04% No change 2,001 $244K
Graver Capital Management, LLC 0.25% No change 2,000 $244K
Westover Capital Advisors, LLC 0.05% No change 2,000 $244K
Liberty Capital Management, Inc. 0.05% New 1,991 $243K
Lawson Kroeker Investment Management Inc. 0.04% No change 1,991 $243K
Uniting Wealth Partners, LLC 0.12% Add +0.2% 1,984 $242K
Sfmg, LLC 0.02% Add +0.8% 1,981 $242K
Van Hulzen Asset Management, LLC 0.02% Reduce -0.1% 1,981 $242K
Charter Oak Capital Management, LLC 0.02% Add +0.9% 1,980 $242K
GeoWealth Management, LLC 0.01% Reduce -12.7% 1,979 $241K
West Branch Capital LLC 0.08% Reduce -2.8% 1,978 $241K
Aventura Private Wealth, LLC 0.13% Add +0.7% 1,975 $241K
Strategic Investment Solutions, Inc. 0.07% Add +1.9% 1,968 $240K
Provident Wealth Management, LLC 0.08% No change 1,958 $239K
Darwin Wealth Management, LLC 0.08% No change 2,216 $239K
Meridian Financial Advisors, LLC 0.17% No change 1,956 $239K
Plato Investment Management Ltd 0.02% No change 1,935 $239K
Rappaport Reiches Capital Management, LLC 0.06% New 1,953 $238K
tru Independence LLC 0.07% Add +1.0% 1,952 $238K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -3.6% 1,955 $238K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.1% 1,946 $237K
Second Half Financial Partners, LLC 0.12% Reduce -1.5% 1,942 $237K
Patrick M Sweeney & Associates, Inc. 0.18% Add +0.1% 1,939 $236K
AlTi Global, Inc. 0.01% Reduce -9.9% 1,935 $236K
Liberty Wealth Management LLC 0.05% Reduce -4.1% 1,933 $236K
Greenline Partners, LLC 0.03% Add +1.5% 1,928 $235K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,927 $235K
Goldstein Advisors, LLC 0.03% New 1,927 $235K
Eads & Heald Wealth Management 0.12% No change 1,924 $235K
William Allan Corp 0.15% New 1,910 $233K
Harbor Investment Advisory, LLC 0.02% Add +10.2% 1,909 $233K
Kagan Cocozza Asset Management 0.19% Reduce -3.0% 1,908 $233K
Cypress Asset Management Inc. 0.06% Reduce -12.3% 1,908 $233K
Sound Income Strategies, LLC 0.01% Add +25.2% 1,907 $233K
Tritonpoint Wealth, LLC 0.02% New 1,907 $233K
MV Capital Management, Inc. 0.02% Add +0.8% 1,896 $231K
Prosperity Financial Group, Inc. 0.12% New 1,896 $231K
Gilman Hill Asset Management, LLC 0.04% No change 1,895 $231K
Capital Management Associates, Inc 0.05% New 1,892 $231K
Silvant Capital Management LLC 0.01% No change 1,886 $230K
Beaumont Financial Advisors, LLC 0.02% New 1,885 $230K
LifePlan Investment Advisors, Inc. 0.13% No change 1,881 $229K
Mezzasalma Advisors, LLC 0.08% New 1,878 $229K
Atwood & Palmer Inc. 0.02% Add +39.3% 1,878 $229K
Infinity Wealth Counsel, LLC 0.25% No change 1,877 $229K
Pinion Investment Advisors, LLC 0.05% Reduce -13.2% 1,876 $229K
Crew Capital Management, Ltd 0.19% New 1,873 $228K
Norman Fields, Gottscho Capital Management, LLC 0.08% No change 1,868 $228K
Frisch Financial Group, Inc. 0.06% New 1,872 $228K
Benin Management CORP 0.06% No change 1,868 $228K
Ewa, LLC 0.08% New 1,866 $228K
Trek Financial, LLC 0.02% New 1,864 $227K
Sherbrooke Park Advisers LLC 0.11% Reduce -64.7% 1,862 $227K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 1,861 $227K
Balance Wealth Partners LLC 0.15% — 1,859 $227K
Mainstay Capital Management LLC 0.03% New 1,858 $227K
Adell Harriman & Carpenter Inc. 0.02% New 1,856 $226K
Plancorp, LLC 0.01% New 1,856 $226K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -98.8% 1,856 $226K
Ostrum Asset Management 0.01% Reduce -2.6% 1,853 $226K
Planned Solutions, Inc. 0.09% New 1,852 $226K
180 Wealth Advisors, LLC 0.04% New 1,850 $226K
Uptick Partners, LLC 0.08% New 1,850 $226K
Beacon Wealthcare LLC 0.09% New 1,848 $225K
Bender Robert & Associates 0.06% New 1,848 $225K
Tower Wealth Partners, Inc. 0.12% New 1,846 $225K
LaSalle St. Investment Advisors, LLC 0.05% New 1,849 $225K
Weaver Consulting Group 0.07% New 1,842 $225K
Alteri Wealth LLC 0.10% Reduce -10.1% 1,836 $224K
Tranquility Partners, LLC 0.09% New 1,833 $224K
Aufman Associates Inc 0.15% New 1,828 $223K
Reyes Financial Architecture, Inc. 0.16% Add +4.8% 1,827 $223K
Gries Financial LLC 0.04% New 1,826 $223K
Obermeyer Wealth Partners 0.01% New 1,824 $222K
Annex Advisory Services, LLC 0.01% New 1,820 $222K
Leelyn Smith, LLC 0.04% New 1,815 $221K
J.P. Marvel Investment Advisors, LLC 0.04% New 1,811 $221K
Founders Financial Securities LLC 0.02% New 1,829 $221K
Tradewinds Capital Management, LLC 0.06% No change 1,809 $221K
Bank of Marin 0.28% New 1,809 $221K
Redwood Wealth Management Group, LLC 0.11% New 1,808 $221K
Cary Street Partners Investment Advisory LLC 0.13% Add +11.9% 1,806 $220K
NBW Capital LLC 0.05% New 1,802 $220K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +0.2% 1,801 $220K
James J. Burns & Company, LLC 0.04% New 1,796 $219K
Lifeworks Advisors, LLC 0.04% New 1,794 $219K
Jessup Wealth Management, Inc 0.09% New 1,793 $219K
TCI Wealth Advisors, Inc. 0.02% Reduce -12.3% 1,790 $218K
Crown Wealth Group, LLC 0.11% New 1,788 $218K
Acorns Advisers, LLC 0.00% New 1,785 $218K
Stephens Consulting, LLC 0.05% Reduce -2.8% 1,787 $218K
Charter Research & Investment Group, Inc. 0.17% New 1,781 $217K
Mattern Wealth Management LLC 0.05% New 1,780 $217K
Safeguard Investment Advisory Group, LLC 0.06% New 1,780 $217K
Clark Financial Services Group Inc. 0.15% New 1,770 $216K
First American Trust, FSB 0.02% New 1,766 $215K
Fortitude Advisory Group L.L.C. 0.15% New 1,789 $215K
Chesapeake Wealth Management 0.08% New 1,763 $215K
BCS Wealth Management 0.06% New 1,762 $215K
Acadian Asset Management LLC 0.00% Reduce -11.1% 1,765 $215K
Ironsides Asset Advisors, LLC 0.06% Reduce -31.1% 1,759 $215K
Sovran Advisors, LLC 0.03% New 1,757 $214K
Curran Financial Partners, LLC 0.05% Reduce -14.5% 1,754 $214K
Petix & Botte Co 0.06% New 1,752 $214K
Kieckhefer Group LLC 0.15% No change 1,748 $213K
Compass Ion Advisors, LLC 0.03% Reduce -9.3% 1,747 $213K
Sentry LLC 0.04% New 1,745 $213K
Sax Wealth Advisors, LLC 0.02% New 1,744 $213K
Moseley Investment Management Inc. 0.08% New 1,743 $213K
Zhang Financial LLC 0.01% Reduce -11.7% 1,742 $212K
Strata Wealth Advisors, LLC 0.07% New 1,736 $212K
Horizon Wealth Management, LLC 0.04% New 1,731 $211K
Hughes Financial Services, LLC 0.04% New 1,742 $211K
Strategic Investment Advisors / MI 0.02% New 1,726 $211K
Old Second National Bank of Aurora 0.05% Reduce -5.5% 1,726 $211K
Signet Financial Management, LLC 0.03% New 1,722 $210K
Fullcircle Wealth LLC 0.09% Reduce -15.1% 1,738 $210K
Earned Wealth Advisors, LLC 0.05% New 1,718 $210K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -11.0% 1,715 $209K
Inspirion Wealth Advisors, LLC 0.03% New 1,711 $209K
Elevation Wealth Partners, LLC 0.09% No change 1,709 $208K
Phoenix Wealth Advisors 0.09% New 1,702 $208K
1834 Investment Advisors Co. 0.03% New 1,700 $207K
Capital Advisory Group Advisory Services, LLC 0.08% New 1,694 $207K
Composition Wealth, LLC 0.00% New 1,693 $207K
Blue Oak Capital, LLC 0.11% New 1,692 $206K
Wilkins Miller Wealth Management, LLC 0.15% New 1,690 $206K
Richwood Investment Advisors, LLC 0.17% New 1,685 $206K
Eagle Rock Investment Company, LLC 0.04% New 1,685 $206K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -13.5% 1,676 $204K
Wedge Capital Management L L P 0.00% New 1,673 $204K
Hantz Financial Services, Inc. 0.00% New 1,669 $204K
Worth Asset Management, LLC 0.11% New 1,672 $204K
Oxford Financial Group, LTD. LLC 0.01% New 1,672 $204K
Regatta Capital Group, LLC 0.04% New 1,668 $203K
Gould Asset Management LLC 0.04% New 1,666 $203K
Sand Hill Global Advisors, LLC 0.01% New 1,666 $203K
Allianz SE 0.01% No change 1,666 $203K
Net Worth Advisory Group 0.06% New 1,664 $203K
Saxon Interests, Inc. 0.10% New 1,664 $203K
Advyzon Investment Management, LLC 0.07% New 1,662 $203K
Whipplewood Advisors, LLC 0.12% Reduce -6.2% 1,535 $202K
Running Point Capital Advisors, LLC 0.06% New 1,657 $202K
Brookwood Investment Group LLC 0.03% — 1,656 $202K
Herold Advisors, Inc. 0.04% New 1,655 $202K
SkyOak Wealth, LLC 0.04% New 1,652 $201K
Barrett & Company, Inc. 0.09% No change 1,651 $201K
Hager Investment Management Services, LLC 0.14% Reduce -7.4% 1,650 $201K
SC&H Financial Advisors, Inc. 0.04% New 1,650 $201K
YHB Investment Advisors, Inc. 0.02% New 1,643 $200K
Binnacle Investments Inc 0.14% — 1,625 $198K
Country Trust Bank 0.01% Reduce -11.5% 1,620 $198K
First United Bank & Trust 0.07% No change 1,617 $197K
Arlington Trust Co LLC 0.04% No change 1,595 $195K
Catalyst Capital Advisors LLC 0.00% Reduce -19.3% 1,580 $193K
McIlrath & Eck, LLC 0.02% Add +22.3% 1,535 $187K
Safe Harbor Fiduciary, LLC 0.19% No change 1,518 $185K
Deseret Mutual Benefit Administrators 0.09% Reduce -2.9% 1,502 $183K
Shell Asset Management Co. 0.01% No change 1,499 $183K
Morse Asset Management, Inc 0.05% No change 1,500 $183K
MeadowBrook Investment Advisors LLC 0.17% No change 1,493 $182K
Rossby Financial, LCC 0.08% Reduce -19.8% 1,498 $180K
Glass Jacobson Investment Advisors llc 0.06% No change 1,661 $179K
Valley National Advisers Inc. 0.03% Reduce -1.6% 1,459 $177K
Fortitude Family Office, LLC 0.06% Reduce -13.1% 1,435 $175K
Medallion Wealth Advisors, LLC 0.08% Reduce -18.5% 1,434 $174K
Dakota Community Bank & Trust NA 0.83% Reduce -2.8% 1,404 $171K
Vision Financial Markets LLC 0.19% No change 1,395 $170K
Asset Dedication, LLC 0.01% Add +0.9% 1,393 $170K
Vestor Capital, LLC 0.01% Reduce -0.1% 1,386 $169K
Center for Financial Planning, Inc. 0.02% Reduce -2.7% 1,370 $167K
TruNorth Capital Management, LLC 0.04% Add +45.5% 1,368 $167K
IMG Wealth Management, Inc. 0.15% No change 1,365 $166K
Physician Wealth Advisors, Inc. 0.03% Add +0.5% 1,352 $165K
Redmont Wealth Advisors LLC 0.32% New 1,347 $164K
Wealth Preservation Advisors, LLC 0.12% — 1,338 $163K
Kimelman & Baird, LLC 0.01% No change 1,332 $162K
Private Wealth Asset Management, LLC 0.02% — 1,323 $161K
New England Capital Financial Advisors LLC 0.08% No change 1,311 $160K
Hollencrest Capital Management 0.01% No change 1,250 $152K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $150K
S.A. Mason LLC 0.08% No change 1,215 $148K
Ruedi Wealth Management, Inc. 0.05% No change 1,207 $147K
Smallwood Wealth Investment Management, LLC 0.09% New 1,204 $147K
Atala Financial Inc 0.11% No change 1,202 $147K
Nemes Rush Group LLC 0.02% Reduce -2.5% 1,156 $141K
Howard Capital Management Group, LLC 0.01% No change 1,148 $140K
Richards, Merrill & Peterson, Inc. 0.07% Add +9.4% 1,136 $139K
Quarry LP 0.04% New 1,121 $137K
Icon Wealth Advisors, LLC 0.01% Reduce -16.3% 1,117 $136K
Cutler Capital Management, LLC 0.06% Add +5.2% 1,105 $135K
New Millennium Group LLC 0.09% Add +0.3% 1,100 $134K
Coastline Trust Co 0.02% No change 1,100 $134K
AllSquare Wealth Management LLC 0.08% No change 1,082 $132K
Webster Bank, N. A. 0.01% No change 1,059 $129K
POM Investment Strategies, LLC 0.15% Add +697.7% 1,037 $126K
Piscataqua Savings Bank 0.11% No change 1,029 $126K
Byrne Asset Management LLC 0.11% No change 1,018 $124K
Copia Wealth Management 0.11% Add +1110.7% 1,017 $124K
Investors Research Corp 0.03% Reduce -0.1% 999 $122K
GPS Wealth Strategies Group, LLC 0.02% No change 977 $119K
Missouri Trust & Investment Co 0.04% Reduce -9.3% 971 $118K
Kozak & Associates, Inc. 0.03% Add +0.9% 981 $118K
Capula Management Ltd 0.00% New 954 $116K
Bangor Savings Bank 0.01% Reduce -16.4% 941 $115K
Key Financial Inc 0.03% Reduce -21.0% 941 $115K
Acropolis Investment Management, LLC 0.01% New 932 $114K
Coston, McIsaac & Partners 0.03% Add +10.4% 914 $111K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 880 $107K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.1% 877 $107K
Addison Advisors LLC 0.03% Reduce -20.8% 870 $106K
Plante Moran Financial Advisors, LLC 0.01% Reduce -43.4% 869 $106K
Holos Integrated Wealth LLC 0.07% No change 851 $104K
2UniFi Bank 0.07% No change 862 $101K
GKV Capital Management Co., Inc. 0.05% No change 800 $98K
Louisbourg Investments Inc. 0.03% No change 800 $98K
WPG Advisers, LLC 0.09% Reduce -16.4% 798 $97K
Painted Porch Advisors LLC 0.04% Reduce -23.3% 789 $96K
Western Pacific Wealth Management, LP 0.09% No change 783 $95K
C M Bidwell & Associates Ltd. 0.06% Add +5.4% 776 $95K
ZynergyRetirementPlanningLLC 0.07% New 872 $94K
Fourth Dimension Wealth, LLC 0.05% Add +15.0% 768 $94K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +7.0% 767 $94K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $93K
Westside Investment Management, Inc. 0.02% No change 760 $93K
Wiser Advisor Group LLC 0.14% Reduce -58.1% 753 $92K
Princeton Global Asset Management LLC 0.02% Reduce -37.8% 740 $90K
Canopy Partners, LLC 0.04% Add +12.0% 739 $90K
Rise Advisors, LLC 0.04% Add +69.0% 735 $90K
Cherry Tree Wealth Management, LLC 0.02% Reduce -5.2% 734 $89K
Luken Investment Analytics, LLC 0.04% No change 721 $88K
LGT Financial Advisors LLC 0.27% Add +0.8% 720 $88K
GW&K Investment Management, LLC 0.00% Add +63.7% 686 $84K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $81K
Perkins Coie Trust Co 0.02% Add +0.8% 654 $80K
Fairscale Capital, LLC 0.07% No change 640 $78K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $78K
LRI Investments, LLC 0.01% No change 635 $77K
ORG Partners LLC 0.02% Reduce -48.4% 637 $77K
Wellington Shields Capital Management, LLC 0.01% Reduce -2.9% 630 $77K
PFS Partners, LLC 0.04% Add +0.8% 628 $77K
Investment Research & Advisory Group, Inc. 0.03% Add +0.2% 627 $77K
Park Square Financial Group, LLC 0.06% Reduce -0.8% 611 $74K
Stonebridge Financial Group, LLC 0.01% Reduce -6.4% 599 $73K
Foster Dykema Cabot & Partners, LLC 0.01% No change 598 $73K
1248 Management, LLC 0.03% New 587 $72K
Boyd Watterson Asset Management LLC 0.02% Reduce -13.2% 586 $71K
Bellevue Asset Management, LLC 0.04% Add +0.2% 578 $71K
Gen-Wealth Partners Inc 0.03% Reduce -8.8% 572 $70K
Fortis Group Advisors, LLC 0.01% No change 570 $70K
GoalVest Advisory LLC 0.02% Add +0.2% 567 $69K
Flagship Wealth Advisors, LLC 0.03% No change 563 $69K
Bruce G. Allen Investments, LLC 0.05% Reduce -1.6% 562 $69K
Murphy & Mullick Capital Management Corp 0.07% Add +0.4% 555 $68K
Centerpoint Advisors, LLC 0.02% Reduce -42.5% 553 $67K
Virtus Advisers, LLC 0.04% New 535 $65K
Covestor Ltd 0.04% Add +22.5% 534 $65K
Beaird Harris Wealth Management, LLC 0.01% No change 523 $64K
Motco 0.01% Add +4.2% 521 $64K
GHP Investment Advisors, Inc. 0.00% Reduce -9.4% 520 $63K
Avion Wealth 0.02% No change 586 $63K
Hemington Wealth Management 0.01% Add +17.9% 521 $63K
Stuart Chaussee & Associates, Inc. 0.02% No change 514 $63K
Lummis Asset Management, LP 0.04% No change 500 $61K
Trivant Custom Portfolio Group, LLC 0.04% No change 500 $61K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $61K
BankPlus Trust Department 0.02% No change 494 $60K
PFG Private Wealth Management, LLC 0.03% Add +4.3% 486 $59K
Lowe Wealth Advisors, LLC 0.02% Add +3.9% 452 $55K
Pin Oak Investment Advisors Inc. 0.04% No change 456 $54K
Ascentis Wealth Management, LLC 0.02% New 443 $54K
Barnes Dennig Private Wealth Management LLC 0.08% — 441 $54K
FSA Wealth Management LLC 0.02% No change 437 $53K
Delta Asset Management LLC 0.01% Reduce -10.4% 430 $52K
Horrell Capital Management, Inc. 0.02% No change 429 $52K
E Fund Management (Hong Kong) Co., Ltd. 0.05% New 424 $52K
Sierra Ocean, LLC 0.04% Add +46.5% 425 $52K
Capital A Wealth Management, LLC 0.05% Reduce -35.5% 403 $49K
Hopwood Financial Services, Inc. 0.04% Reduce -20.0% 400 $49K
Advantage Trust Co 0.03% Reduce -62.5% 399 $49K
1620 Investment Advisors, Inc. 0.04% No change 398 $49K
Pineridge Advisors LLC 0.02% Add +0.8% 381 $47K
BOK Financial Private Wealth, Inc. 0.00% New 376 $46K
Tidemark, LLC 0.02% Reduce -22.4% 374 $46K
Acima Private Wealth, LLC 0.02% No change 368 $45K
Midwest Capital Advisors, LLC 0.03% No change 367 $45K
Tortoise Investment Management, LLC 0.00% No change 362 $44K
Pacifica Partners Inc. 0.02% No change 355 $44K
Tsfg, LLC 0.01% Add +357.7% 357 $44K
TFC Financial Management, Inc. 0.01% No change 353 $43K
First Community Trust NA 0.04% No change 348 $42K
Toth Financial Advisory Corp. 0.01% Add +31.6% 346 $42K
Lipe & Dalton 0.02% No change 343 $42K
Redwood Park Advisors LLC 0.03% No change 333 $41K
Main Street Group, LTD 0.02% Reduce -5.9% 334 $41K
Cornerstone National Bank & Trust Co 0.02% No change 333 $41K
Orion Capital Management LLC 0.02% No change 333 $41K
Bell Investment Advisors, Inc 0.01% Add +23.9% 332 $40K
Centricity Wealth Management, LLC 0.04% No change 332 $40K
Hoey Investments, Inc. 0.01% No change 330 $40K
Montag & Caldwell, LLC 0.01% No change 330 $40K
Canton Hathaway, LLC 0.01% Reduce -29.7% 331 $40K
FWL Investment Management, LLC 0.01% No change 324 $40K
FSC Wealth Advisors, LLC 0.03% Add +0.9% 324 $39K
Winch Advisory Services, LLC 0.01% Add +0.6% 318 $39K
Abound Wealth Management 0.01% Reduce -51.4% 318 $39K
Global Wealth Strategies & Associates 0.01% No change 317 $39K
CGC Financial Services, LLC 0.01% No change 308 $38K
Global Financial Private Client, LLC 0.01% Add +3.4% 307 $37K
Global Trust Asset Management, LLC 0.02% Reduce -24.9% 307 $37K
Saudi Central Bank 0.20% New 304 $37K
Nova Wealth Management, Inc. 0.03% Add +7.8% 304 $37K
IAG Wealth Partners, LLC 0.01% Reduce -19.8% 300 $37K
American National Bank & Trust 0.00% New 297 $36K
Compass Wealth Management LLC 0.01% No change 290 $35K
CKW Financial Group 0.00% No change 288 $35K
WealthTrak Capital Management LLC 0.03% Add +3.6% 286 $35K
Private Wealth Management Group, LLC 0.01% Reduce -32.1% 286 $35K
Chilton Capital Management LLC 0.00% Reduce -14.2% 284 $35K
Kessler Investment Group, LLC 0.02% Reduce -99.5% 282 $34K
WFA Asset Management Corp 0.02% Reduce -1.4% 343 $33K
Olistico Wealth, LLC 0.02% Reduce -7.1% 260 $32K
Chesapeake Asset Management LLC 0.03% No change 258 $31K
SIMA Wealth Partners, LLC 0.03% No change 258 $31K
Financial Network Wealth Advisors LLC 0.04% Add +360.0% 253 $31K
Vermillion Wealth Management, Inc. 0.01% No change 250 $30K
Mattson Financial Services, LLC 0.01% No change 244 $30K
Legacy Wealth Managment, LLC 0.02% No change 240 $29K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 240 $29K
Prestige Wealth Management Group LLC 0.01% Add +0.8% 237 $29K
First Pacific Financial 0.01% No change 234 $29K
Sachetta, LLC 0.01% Reduce -35.5% 227 $28K
St. Johns Investment Management Company, LLC 0.01% No change 226 $28K
JNBA Financial Advisors 0.00% Reduce -19.2% 223 $27K
N.E.W. Advisory Services LLC 0.00% New 223 $27K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 222 $27K
Wayfinding Financial, LLC 0.01% New 227 $27K
Atticus Wealth Management, LLC 0.01% Reduce -69.3% 221 $27K
Activest Wealth Management 0.01% Add +98.1% 212 $26K
WestEnd Advisors, LLC 0.00% Reduce -95.0% 212 $26K
Perritt Capital Management Inc 0.01% Reduce -13.6% 209 $26K
TOWER TRUST & INVESTMENT Co 0.02% — 207 $25K
Kathleen S. Wright Associates Inc. 0.01% No change 206 $25K
SOA Wealth Advisors, LLC. 0.01% Reduce -19.3% 205 $25K
PARK CIRCLE Co 0.02% No change 200 $24K
IFS Advisors, LLC 0.02% No change 200 $24K
Millstone Evans Group, LLC 0.02% No change 194 $24K
Financial Freedom, LLC 0.01% No change 192 $23K
DT Investment Partners, LLC 0.00% No change 190 $23K
Putney Financial Group LLC 0.02% No change 188 $23K
MPWM Advisory Solutions, LLC 0.02% No change 187 $23K
1 North Wealth Services LLC 0.01% New 183 $22K
Pension & Wealth Management Advisors, Inc. 0.01% No change 183 $22K
Financial Connections Group, Inc. 0.01% No change 187 $22K
Dunhill Financial, LLC 0.01% Reduce -7.7% 180 $22K
American Capital Advisory, LLC 0.01% Add +8.4% 180 $22K
Accent Capital Management, LLC 0.01% New 175 $21K
SRH Advisors, LLC 0.01% No change 175 $21K
Briaud Financial Planning Inc 0.01% No change 175 $21K
Eisler Capital Management Ltd. 0.00% Reduce -97.0% 169 $21K
Proathlete Wealth Management LLC 0.01% New 168 $20K
Signature Resources Capital Management, LLC 0.02% No change 166 $20K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $20K
Mascoma Wealth Management LLC 0.00% No change 162 $20K
Leonteq Securities AG 0.00% Reduce -95.3% 160 $19K
S&T Bank 0.01% Add +18.8% 158 $19K
Harvest Fund Management Co., Ltd 0.00% Add +155.0% 153 $19K
Compass Financial Services Inc 0.01% New 150 $18K
Richard W. Paul & Associates, LLC 0.01% No change 148 $18K
Ramirez Asset Management, Inc. 0.00% No change 144 $18K
Cornerstone Planning Group LLC 0.00% Add +23.1% 144 $17K
Frazier Financial Advisors, LLC 0.01% No change 137 $17K
Core Alternative Capital 0.00% Reduce -45.6% 136 $17K
SWAN Capital LLC 0.01% No change 134 $16K
Financial Gravity Asset Management, Inc. 0.00% — 134 $16K
ESL Trust Services, LLC 0.00% No change 131 $16K
Wood Tarver Financial Group, LLC 0.00% No change 122 $15K
High Note Wealth, LLC 0.00% No change 121 $15K
Promus Capital, LLC 0.01% No change 117 $14K
Raffa Wealth Management, LLC 0.00% No change 114 $14K
Accordant Advisory Group Inc 0.01% No change 112 $14K
Highline Wealth Partners LLC 0.00% Add +382.6% 111 $14K
Red Tortoise LLC 0.01% No change 109 $13K
West Financial Advisors, LLC 0.00% No change 108 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 104 $13K
General Partner, Inc. 0.01% No change 101 $12K
Graney & King, LLC 0.01% No change 100 $12K
Miller Wealth Advisors, LLC 0.01% No change 100 $12K
Lavaca Capital LLC 0.01% No change 100 $12K
Beutel, Goodman & Co Ltd. 0.00% New 100 $12K
WealthCollab, LLC 0.01% Add +217.2% 92 $11K
Davis Capital Management 0.01% No change 91 $11K
True Wealth Design, LLC 0.00% Add +207.1% 86 $10K
Accredited Wealth Management, LLC 0.01% New 84 $10K
Ogorek Anthony Joseph /NY/ 0.00% New 89 $10K
Rakuten Securities, Inc. 0.00% Reduce -72.6% 79 $10K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 67 $8K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -18.5% 66 $8K
Evolution Advisers, Inc. 0.00% Add +61.4% 71 $8K
MRP Capital Investments, LLC 0.01% No change 63 $8K
Aspect Partners, LLC 0.00% No change 63 $8K
Carolina Wealth Advisors, LLC 0.00% No change 63 $8K
Parkworth Wealth Management, Inc. 0.01% Reduce -76.6% 61 $7K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 61 $7K
Robinswood Financial LLC 0.00% No change 53 $7K
Minot DeBlois Advisors LLC 0.01% No change 50 $6K
Granite FO LLC 0.00% No change 50 $6K
CBIZ Investment Advisory Services, LLC 0.00% New 50 $6K
Ameliora Wealth Management Ltd. 0.00% No change 50 $6K
Iron Horse Wealth Management, LLC 0.00% New 49 $6K
Stone House Investment Management, LLC 0.00% New 45 $5K
Clark Wealth Partners 0.00% New 39 $5K
Bernard Wealth Management Corp. 0.00% New 37 $5K
Consultiva Wealth Management, Corp. 0.01% No change 34 $4K
Synergy Investment Management, LLC 0.00% No change 34 $4K
Principia Wealth Advisory, LLC 0.00% Add +52.2% 35 $4K
Uniplan Investment Counsel, Inc. 0.00% New 32 $4K
Eukles Asset Management 0.00% No change 28 $3K
Community Bank, N.A. 0.00% No change 27 $3K
Winnacle Wealth LLC 0.00% Add +56.3% 25 $3K
Investment Management Corp. /Va/ 0.00% No change 24 $3K
Garde Capital, Inc. 0.00% New 23 $3K
Creekmur Asset Management LLC 0.00% Reduce -42.1% 22 $3K
Guardian Wealth Management, Inc. 0.00% No change 21 $3K
South Plains Financial, Inc. 0.00% Reduce -87.3% 19 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -7.7% 12 $2K
North Capital, Inc. 0.00% — 16 $2K
SJS Investment Consulting Inc. 0.00% Add +6.7% 16 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 15 $2K
ROSS\JOHNSON & Associates LLC 0.03% New 15 $2K
Trifecta Capital Advisors, LLC 0.00% No change 13 $2K
Bay Harbor Wealth Management, LLC 0.00% New 13 $2K
Anfield Capital Management, LLC 0.00% No change 12 $1K
Strengthening Families & Communities, LLC 0.00% No change 10 $1K
Osterweis Capital Management Inc. 0.00% New 10 $1K
Valued Wealth Advisors LLC 0.00% No change 9 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.8% 10 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.8% 7 $854
Blume Capital Management, Inc. 0.00% New 7 $854
HighMark Wealth Management LLC 0.00% No change 5 $610
Ridgewood Investments LLC 0.00% Reduce -80.0% 5 $610
Bare Financial Services, Inc 0.00% New 4 $488
Y.D. More Investments Ltd 0.00% Reduce -4.0% 1,231 $404
HFM Investment Advisors, LLC 0.00% — 3 $366
Legacy Bridge, LLC 0.00% New 1 $174
Brown, Lisle/Cummings, Inc. 0.00% New 1 $122
Meeder Asset Management Inc. 0.00% Reduce -99.7% 1 $122
Bellwether Advisors, LLC 0.00% New 1 $122

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