Duke EnergyDUK

13F holders, Q3 2025 (September 30)
2,330holders +60
161new positions
85sold out
10famous investors
$123.71avg. 13F price*

At the end of Q3 2025, 2,330 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 60 from Q2 2025. 161 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($9.4B), BlackRock, Inc. ($8.3B) and State Street Corp. ($5.2B). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Steve Cohen (0.1% of Point72 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions161$254.9M
Exits85$240.3M

All 13F filers, Q2 2025 → Q3 2025: 17,138,513 shares bought and 16,680,975 shares sold, net +457,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,330 holders

Vanguard Group Inc. 0.14% Add +0.8% 76,301,165 $9.4B
BlackRock, Inc. 0.15% Add +0.6% 67,245,096 $8.3B
State Street Corp. 0.18% Add +1.4% 42,257,762 $5.2B
Geode Capital Management, LLC 0.15% Add +2.0% 19,062,258 $2.4B
Massachusetts Financial Services Co. 0.65% Reduce -1.8% 16,869,572 $2.1B
Wellington Management Group LLP 0.28% Reduce -1.4% 13,045,528 $1.6B
FMR LLC 0.08% Reduce -3.3% 12,933,992 $1.6B
Morgan Stanley 0.09% Add +1.5% 12,451,834 $1.5B
GQG Partners LLC 1.96% Reduce -4.9% 10,327,052 $1.3B
Charles Schwab Investment Management Inc. 0.18% Add +2.1% 8,872,752 $1.1B
Bank of America Corp. 0.08% Add +4.1% 8,472,710 $1.0B
Royal Bank of Canada 0.18% Reduce -0.3% 8,324,921 $1.0B
Northern Trust Corp. 0.12% Add +0.4% 7,758,700 $960.1M
Franklin Resources Inc. 0.23% Add +4.1% 7,281,986 $901.1M
Legal & General Group Plc 0.18% Reduce -0.0% 6,335,657 $784.0M
Nuveen, LLC 0.20% Add +14.9% 6,121,891 $757.6M
Raymond James Financial Inc. 0.21% Reduce -0.3% 5,317,557 $658.0M
Goldman Sachs Group Inc. 0.09% Add +7.8% 5,261,838 $651.2M
Capital Research Global Investors 0.12% Add +0.3% 5,033,225 $622.9M
Bank of New York Mellon Corp 0.11% Add +0.3% 4,875,039 $603.3M
Invesco Ltd. 0.09% Reduce -3.9% 4,474,852 $553.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -12.2% 4,341,992 $537.3M
JPMorgan Chase & Co. 0.03% Add +18.2% 4,115,743 $509.3M
Wells Fargo & Company 0.09% Add +1.5% 3,648,295 $451.5M
State Farm Mutual Automobile Insurance Co. 0.37% No change 3,569,308 $441.7M
Federated Hermes, Inc. 0.76% Add +0.2% 3,485,090 $431.3M
American Century Companies Inc. 0.21% Add +10.0% 3,278,731 $405.7M
UBS Group AG 0.07% Reduce -7.8% 2,800,198 $346.5M
Envestnet Asset Management Inc. 0.09% Reduce -0.2% 2,637,162 $326.3M
Caisse de depot et placement du Quebec 0.58% Add +19.1% 2,613,595 $323.4M
Mitsubishi UFJ Trust & Banking Corp 0.69% Reduce -7.5% 2,520,997 $312.0M
California Public Employees Retirement System 0.18% Reduce -16.5% 2,460,757 $304.5M
Capital Wealth Planning, LLC 2.13% Add +9.4% 2,443,886 $302.4M
Mackenzie Financial Corp. 0.37% Reduce -9.1% 2,437,566 $301.6M
OMERS ADMINISTRATION Corp 2.10% Add +60.6% 2,364,972 $292.7M
Barclays PLC 0.11% Reduce -22.5% 2,345,424 $290.2M
LPL Financial LLC 0.08% Add +15.9% 2,287,999 $283.1M
Swiss National Bank 0.16% Reduce -4.7% 2,240,541 $277.3M
National Pension Service 0.20% Add +1.9% 2,050,511 $253.8M
Cullen Capital Management, LLC 2.73% Reduce -1.4% 2,019,977 $250.0M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +3.5% 1,985,043 $245.6M
Dimensional Fund Advisors LP 0.05% Add +0.6% 1,957,374 $242.2M
Ensign Peak Advisors, Inc 0.35% Reduce -12.3% 1,740,566 $215.4M
Amundi 0.07% Reduce -19.2% 1,696,652 $211.0M
Deutsche Bank AG 0.07% Reduce -24.3% 1,631,797 $201.9M
Voya Investment Management LLC 0.22% Add +15.4% 1,588,105 $196.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +4.6% 1,560,564 $193.1M
Macquarie Group Ltd. 0.22% Reduce -23.4% 1,487,862 $184.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.91% Reduce -2.0% 1,467,164 $181.6M
HSBC Holdings PLC 0.10% Reduce -11.9% 1,419,547 $175.6M
Russell Investments Group, Ltd. 0.20% Add +12.8% 1,405,995 $174.0M
T. Rowe Price Associates Inc. 0.02% Add +0.7% 1,364,872 $168.9M
Thrivent Financial for Lutherans 0.33% Add +8.3% 1,309,305 $162.0M
Rhumbline Advisers 0.13% Add +0.5% 1,288,911 $159.5M
Empower Advisory Group, LLC 0.44% Add +2.4% 1,284,436 $158.9M
Bessemer Group Inc. 0.24% Add +0.1% 1,242,760 $153.8M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Add +61.2% 1,226,784 $151.8M
Bank of Montreal 0.06% Reduce -26.8% 1,220,536 $151.0M
AQR Capital Management 0.09% Add +8.6% 1,175,772 $144.9M
Canada Pension Plan Investment Board 0.10% Add +18.7% 1,170,709 $144.9M
Mariner, LLC 0.18% Add +5.6% 1,146,514 $141.9M
Duff & Phelps Investment Management Co. 1.45% Reduce -1.0% 1,032,820 $127.8M
Qube Research & Technologies Ltd 0.18% Add +377.1% 1,018,503 $126.0M
Principal Financial Group Inc. 0.06% Reduce -0.5% 1,011,447 $125.2M
First Trust Advisors LP 0.09% Add +13.6% 991,864 $122.7M
Focus Partners Wealth 0.19% Add +23.1% 960,649 $118.9M
California State Teachers Retirement System 0.12% Add +0.5% 936,621 $115.9M
Cohen & Steers, Inc. 0.21% Reduce -41.1% 933,567 $115.5M
Manufacturers Life Insurance Company, The 0.09% Add +5.7% 916,744 $113.4M
Ameriprise Financial Inc. 0.03% Reduce -4.0% 905,508 $112.1M
Natixis Advisors, LLC 0.16% Add +5.6% 899,135 $111.3M
Jones Financial Companies LLLP 0.07% Add +9.8% 884,130 $108.8M
Alliancebernstein L.P. 0.03% Add +1.3% 873,292 $108.1M
Neuberger Berman Group LLC 0.08% Reduce -50.9% 869,914 $107.6M
Citigroup Inc. 0.07% Reduce -1.3% 859,254 $106.3M
Great Lakes Advisors, LLC 0.86% Reduce -1.0% 831,275 $102.9M
Assenagon Asset Management S.A. 0.15% Add +448.9% 826,296 $102.3M
Stifel Financial Corp. 0.09% Add +1.3% 816,642 $101.1M
BNP Paribas Financial Markets 0.08% Add +11.3% 807,969 $100.0M
Cincinnati Insurance Co. 1.52% No change 794,816 $98.4M
HighTower Advisors, LLC 0.11% Add +1.9% 781,109 $96.7M
New York State Common Retirement Fund 0.12% Reduce -5.9% 754,176 $93.3M
APG Asset Management N.V. 0.26% Add +0.2% 872,429 $91.9M
Clark Capital Management Group, Inc. 0.57% Add +36.2% 733,243 $90.7M
Truist Financial Corp. 0.12% Reduce -0.5% 723,601 $89.5M
Wealth Enhancement Advisory Services, LLC 0.14% Add +4.6% 710,998 $89.3M
Adage Capital Partners Gp, L.L.C. 0.14% Add +15.6% 707,113 $87.5M
State Board of Administration of Florida Retirement System 0.15% Reduce -3.9% 706,850 $87.5M
ANTIPODES PARTNERS Ltd 1.94% New 697,395 $86.3M
PNC Financial Services Group, Inc. 0.05% Add +0.5% 668,188 $82.7M
Nordea Investment Management AB 0.07% Reduce -10.0% 660,313 $81.4M
Schroder Investment Management Group 0.06% Reduce -13.6% 653,800 $80.3M
Janney Montgomery Scott LLC 0.19% Add +0.2% 639,573 $79.1M
Cetera Investment Advisers 0.09% Add +24.6% 638,778 $79.0M
Korea Investment CORP 0.16% Add +2.9% 630,193 $78.0M
New York State Teachers Retirement System 0.15% Reduce -0.8% 620,208 $76.8M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -0.2% 588,667 $72.8M
Baird Financial Group, Inc. 0.12% Reduce -2.0% 584,038 $72.3M
Victory Capital Management Inc. 0.04% Add +2.6% 581,904 $72.0M
Commonwealth Equity Services, LLC 0.09% Reduce -2.7% 580,390 $71.8M
Advisors Capital Management, LLC 0.84% Add +4.0% 541,896 $67.1M
Liberty One Investment Management, LLC 3.63% Add +92.8% 522,137 $64.6M
Osaic Holdings, Inc. 0.09% Add +9.1% 522,233 $64.1M
Old Republic International Corp. 2.26% No change 492,231 $60.9M
Pictet Asset Management Holding SA 0.06% Add +20.1% 468,233 $57.9M
Fifth Third Bancorp 0.18% Add +14.7% 466,142 $57.7M
Fort Washington Investment Advisors Inc. 0.31% Reduce -9.4% 457,971 $56.7M
Prudential Financial Inc. 0.07% Add +0.0% 457,587 $56.6M
Zimmer Partners, LP 1.38% Reduce -38.2% 456,529 $56.5M
CANADA LIFE ASSURANCE Co 0.08% Add +0.1% 458,428 $56.3M
Captrust Financial Advisors 0.11% Add +3.1% 451,582 $55.9M
Sei Investments Co. 0.06% Reduce -7.3% 436,957 $54.1M
FIL Ltd 0.04% Add +50.7% 435,867 $53.9M
Brandywine Global Investment Management, LLC 0.37% Add +0.2% 435,368 $53.9M
Brookfield Corp 0.06% Reduce -16.1% 422,247 $52.3M
Vaughan David Investments LLC 1.12% Add +0.7% 420,325 $52.0M
Yaupon Capital Management LP 2.66% Add +67.9% 417,730 $51.7M
Allspring Global Investments Holdings, LLC 0.08% Reduce -5.5% 416,333 $51.0M
State of Wisconsin Investment Board 0.12% Reduce -1.7% 409,088 $50.6M
Epoch Investment Partners, Inc. 0.28% Reduce -4.5% 405,602 $50.2M
MML Investors Services, LLC 0.13% Add +10.3% 401,805 $49.7M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -3.1% 400,625 $49.6M
Aberdeen Group plc 0.08% Reduce -4.9% 394,280 $48.4M
Energy Income Partners, LLC 0.93% Add +6.3% 389,658 $48.2M
Asset Management One Co., Ltd. 0.14% Add +0.2% 381,167 $47.2M
Keybank National Association 0.16% Add +13.4% 371,248 $45.9M
TD Asset Management Inc 0.04% Add +0.5% 357,388 $44.2M
Creative Planning 0.03% Add +8.3% 357,337 $44.2M
Cerity Partners LLC 0.07% Add +4.5% 355,871 $44.0M
US Bancorp \de 0.05% Reduce -13.1% 355,622 $44.0M
Treasurer of the State of North Carolina 0.13% Reduce -3.8% 349,790 $43.3M
M&T Bank Corp 0.14% Reduce -6.2% 346,900 $42.9M
Exchange Traded Concepts, LLC 0.41% Add +22.1% 345,692 $42.8M
Corient Private Wealth LP 0.06% Add +5.3% 341,108 $41.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +1.9% 329,335 $40.8M
Heritage Wealth Advisors 1.76% Reduce -0.2% 324,165 $40.1M
Cambridge Investment Research Advisors, Inc. 0.11% Add +4.3% 324,038 $40.1M
Crawford Investment Counsel Inc. 0.66% Reduce -8.7% 321,990 $39.8M
Stephens Inc. 0.51% Add +10.1% 320,659 $39.7M
Resona Asset Management Co.,Ltd. 0.19% Reduce -4.3% 320,888 $39.7M
Gabelli Funds LLC 0.27% Reduce -1.3% 316,350 $39.1M
Guggenheim Capital LLC 0.29% Add +8.4% 312,797 $38.7M
Toronto Dominion Bank 0.08% Reduce -4.8% 312,791 $38.7M
Public Employees Retirement System of Ohio 0.12% Reduce -2.0% 312,531 $38.7M
CIBC Asset Management Inc 0.11% Add +0.7% 307,681 $38.1M
Robeco Institutional Asset Management B.V. 0.05% Add +10.6% 305,287 $37.8M
Point72 Asset Management 0.09% Reduce -69.0% 303,680 $37.6M
Magellan Asset Management Ltd 0.44% Add +7.9% 300,157 $37.1M
Zurich Insurance Group Ltd 0.26% Reduce -23.3% 294,586 $36.5M
Mn Services Vermogensbeheer B.V. 0.24% Add +1.2% 293,900 $36.4M
Van Eck Associates Corp. 0.03% Add +4.8% 291,219 $36.0M
Nomura Asset Management Co. Ltd. 0.09% Add +0.2% 286,617 $35.5M
Edgar Lomax Co. 2.75% Reduce -22.7% 283,546 $35.1M
CSM Advisors, LLC 0.96% Reduce -14.9% 278,941 $34.5M
Quantinno Capital Management LP 0.09% Add +50.4% 276,679 $34.2M
Lockheed Martin Investment Management Co. 1.25% Add +11.3% 274,630 $34.0M
State of Tennessee, Department of Treasury 0.11% Add +2.1% 271,362 $33.6M
State of New Jersey Common Pension Fund D 0.12% Add +2.2% 267,691 $33.1M
Jennison Associates LLC 0.02% Reduce -35.7% 265,842 $32.9M
Jane Street Group, LLC 0.04% New 253,759 $31.4M
Comerica Bank 0.12% Reduce -1.9% 251,787 $31.2M
Payden & Rygel 2.62% Reduce -0.7% 250,890 $31.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.86% No change 243,945 $30.2M
Bollard Group LLC 0.74% Add +5.6% 241,183 $29.8M
D.A. Davidson & Co. 0.19% Add +1.7% 239,045 $29.6M
Huntington National Bank 0.24% Add +2.4% 234,716 $29.0M
Illinois Municipal Retirement Fund 0.37% Add +3.2% 233,659 $28.9M
Commerce Bank 0.16% Reduce -0.3% 233,041 $28.8M
Thomasville National Bank 1.81% Add +1.8% 232,789 $28.8M
Renaissance Technologies 0.04% Reduce -22.4% 227,850 $28.2M
Rockefeller Capital Management L.P. 0.06% Add +4.1% 227,595 $28.2M
Arizona State Retirement System 0.15% Reduce -0.1% 227,023 $28.1M
Gotham Asset Management 0.12% Add +48.7% 225,953 $28.0M
Hancock Whitney Corp. 0.49% Reduce -1.8% 218,737 $27.1M
STRS Ohio 0.10% Reduce -11.9% 218,395 $27.0M
DAVENPORT & Co LLC 0.14% Add +1.1% 217,425 $26.9M
Public Sector Pension Investment Board 0.10% No change 211,749 $26.2M
State of Michigan Retirement System 0.13% Reduce -0.5% 210,336 $26.0M
Cwm, LLC 0.08% Add +12.8% 209,694 $25.9M
National Bank of Canada 0.03% Reduce -62.8% 208,407 $25.8M
CapWealth Advisors, LLC 2.31% Reduce -0.7% 207,035 $25.6M
Aptus Capital Advisors, LLC 0.23% Add +7.2% 206,891 $25.6M
DekaBank Deutsche Girozentrale 0.04% No change 208,291 $25.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -4.1% 206,001 $25.5M
Forsta Ap-Fonden 0.15% Reduce -7.2% 204,700 $25.3M
Sanctuary Advisors, LLC 0.14% Reduce -1.9% 203,215 $25.1M
Godsey & Gibb, Inc. 2.22% Reduce -0.7% 203,162 $25.1M
Mercer Global Advisors Inc. 0.04% Reduce -6.1% 198,409 $24.6M
Czech National Bank 0.17% Add +4.0% 197,501 $24.4M
Daiwa Securities Group Inc. 0.08% Add +12.6% 195,506 $24.2M
MetLife Investment Management, LLC 0.11% Reduce -2.6% 192,947 $23.9M
NewEdge Advisors, LLC 0.11% Add +17.8% 192,667 $23.8M
Stack Financial Management, Inc 1.97% Reduce -0.1% 192,239 $23.8M
Teacher Retirement System of Texas 0.09% Reduce -15.0% 186,306 $23.1M
UMB Bank, n.a. 0.34% Reduce -1.1% 185,192 $22.9M
Millennium Management 0.02% Reduce -6.3% 183,881 $22.8M
Steward Partners Investment Advisory, LLC 0.13% Add +8.5% 183,185 $22.7M
Bokf, NA 0.34% Reduce -0.2% 182,944 $22.6M
Allworth Financial LP 0.10% Add +0.6% 182,108 $22.5M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Add +3.4% 181,900 $22.5M
Credit Agricole S A 0.07% — 181,783 $22.5M
&partners 0.14% Add +13.1% 181,781 $22.5M
IFM Investors Pty Ltd 0.20% Reduce -1.1% 182,367 $22.4M
O'shaughnessy Asset Management, LLC 0.13% Add +10.1% 179,489 $22.2M
Calamos Advisors LLC 0.13% No change 178,657 $22.1M
Oppenheimer Asset Management Inc. 0.24% Reduce -2.5% 178,008 $22.0M
Royal London Asset Management Ltd. 0.05% Reduce -12.5% 177,127 $21.9M
Ilmarinen Mutual Pension Insurance Co 0.16% Add +6.1% 175,000 $21.7M
iA Global Asset Management Inc. 0.29% Add +53.5% 172,690 $21.4M
NorthCrest Asset Manangement, LLC 0.51% Add +1.1% 169,806 $21.3M
Clarity Financial LLC 2.11% Add +2.2% 172,067 $21.3M
Kestra Advisory Services, LLC 0.10% Reduce -1.7% 171,174 $21.2M
Silvercrest Asset Management Group LLC 0.14% Add +41.3% 166,924 $20.7M
Retirement Systems of Alabama 0.07% Reduce -0.5% 165,881 $20.5M
Wesbanco Bank Inc. 0.56% Add +87.4% 161,523 $20.0M
Orion Porfolio Solutions, LLC 0.15% Add +0.0% 161,013 $19.9M
Citadel Advisors 0.02% New 160,439 $19.9M
Willis Investment Counsel 1.08% Add +6.9% 160,282 $19.8M
Tiaa Trust, National Association 0.05% Reduce -0.1% 159,156 $19.7M
Worldquant Millennium Advisors LLC 0.08% Add +29.8% 156,289 $19.3M
Bruce & Co., Inc. 5.97% Reduce -11.4% 155,816 $19.3M
SIR Capital Management, L.P. 1.72% Add +11.2% 154,784 $19.2M
Laurel Wealth Advisors LLC 2.66% Add +2.7% 153,737 $19.0M
Woodmont Investment Counsel LLC 1.25% Reduce -11.2% 153,083 $18.9M
Daiichi Life Insurance Co., Ltd. 0.47% Add +16.5% 152,274 $18.8M
Amalgamated Bank 0.13% Reduce -1.6% 150,970 $18.7M
Oppenheimer & Co. Inc. 0.23% Add +9.2% 150,426 $18.6M
Two Sigma Investments, LP 0.03% Reduce -33.4% 150,178 $18.6M
Canal Insurance CO 3.96% No change 150,166 $18.6M
Adams Diversified Equity Fund, Inc. 0.63% No change 150,000 $18.6M
Synovus Financial Corp. 0.21% Add +5.3% 149,310 $18.5M
Vestcor Inc 0.54% Add +8.8% 145,188 $18.0M
QRG Capital Management, Inc. 0.22% Reduce -33.1% 143,916 $17.8M
Cadinha & Co. LLC 2.42% Add +6.0% 143,748 $17.8M
ARS Wealth Advisors Group, LLC 1.75% Add +1.7% 143,248 $17.7M
Wealthfront Advisers LLC 0.04% Add +10.2% 138,315 $17.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +9.8% 138,360 $17.1M
CWA Asset Management Group, LLC 0.63% Add +3.1% 137,891 $17.1M
Independent Advisor Alliance 0.44% Add +1.0% 136,684 $16.9M
Colonial Trust Advisors 1.30% Add +0.2% 136,240 $16.9M
ProShare Advisors LLC 0.03% Reduce -2.4% 134,838 $16.7M
Cinctive Capital Management LP 0.83% Reduce -24.7% 134,763 $16.7M
Nissay Asset Management Corp. /Japan 0.09% Reduce -8.1% 132,634 $16.4M
Fayez Sarofim & Co 0.04% Add +1.3% 132,152 $16.4M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -5.3% 129,879 $16.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.2% 129,742 $16.1M
Midwest Trust Co 0.21% Add +0.6% 129,688 $16.0M
Vanguard Personalized Indexing Management, LLC 0.16% Add +6.7% 128,860 $16.0M
Utah Retirement Systems 0.15% Add +0.9% 128,562 $15.9M
South Dakota Investment Council 0.30% Reduce -6.9% 126,241 $15.6M
Police & Firemen's Retirement System of New Jersey 0.12% Add +5.8% 125,095 $15.5M
Beck Mack & Oliver LLC 0.28% Reduce -0.7% 125,065 $15.5M
USS Investment Management Ltd 0.07% No change 124,291 $15.4M
Randolph Co Inc 1.47% Add +1.1% 122,067 $15.1M
Guardian Partners Inc. 1.28% Reduce -0.5% 123,153 $15.1M
Cantor Fitzgerald Investment Advisors L.P. 1.02% Add +1.1% 121,138 $15.0M
Brookstone Capital Management 0.18% Reduce -3.6% 120,496 $14.9M
United Capital Management of KS, Inc. 1.97% New 117,297 $14.5M
Azimuth Capital Investment Management LLC 0.52% Reduce -0.6% 116,696 $14.4M
Xponance LLC 0.11% Reduce -6.5% 116,196 $14.4M
Oak Grove Capital LLC 3.07% Reduce -10.5% 114,750 $14.2M
Stonebridge Capital Advisors LLC 1.01% Add +0.1% 114,703 $14.2M
Edgestream Partners, L.P. 0.41% Add +45.5% 114,532 $14.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +1.9% 114,466 $14.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -8.5% 111,841 $13.8M
CIBC Bancorp USA Inc. 0.08% — 111,430 $13.8M
Bcwm, LLC 4.06% Add +4.1% 109,510 $13.6M
Susquehanna International Group, LLP 0.02% Reduce -14.8% 109,446 $13.5M
Yousif Capital Management, LLC 0.14% Reduce -6.4% 108,636 $13.4M
Pathstone Holdings, LLC 0.05% Add +2.7% 108,078 $13.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +6.7% 108,033 $13.4M
Assetmark, Inc. 0.03% Add +28.2% 107,894 $13.4M
United Asset Strategies, Inc. 1.07% Add +1.9% 107,596 $13.3M
Oak Harvest Investment Services 1.55% Add +3.6% 107,053 $13.2M
New York Life Investment Management LLC 0.12% Reduce -0.1% 105,648 $13.1M
FineMark National Bank & Trust 0.42% Add +1.8% 104,019 $12.9M
NEOS Investment Management LLC 0.10% Add +44.9% 103,402 $12.8M
Woodline Partners LP 0.06% Add +22.2% 102,772 $12.7M
Aventail Capital Group, LP 0.59% Reduce -79.5% 100,000 $12.4M
CCM Investment Advisers LLC 1.22% Add +1.4% 99,823 $12.4M
Bogart Wealth, LLC 0.50% Reduce -1.2% 99,663 $12.3M
Bank of Nova Scotia 0.02% Reduce -54.1% 99,518 $12.3M
Hennessy Advisors Inc. 0.42% Reduce -13.0% 99,487 $12.3M
Reaves W H & Co. Inc. 0.22% Add +1118.3% 99,459 $12.3M
Public Employees Retirement Association of Colorado 0.05% Reduce -1.8% 99,390 $12.3M
Kettle Hill Capital Management, LLC 2.76% Reduce -18.5% 99,258 $12.3M
Martingale Asset Management L P 0.31% Add +901.9% 99,122 $12.3M
Lowe Brockenbrough & Co. Inc. 0.63% Add +2.9% 98,583 $12.2M
Greenland Capital Management LP 1.97% Reduce -42.6% 98,540 $12.2M
Strategic Wealth Investment Group, LLC 1.02% Add +2580.1% 97,609 $12.1M
First Citizens Bank & Trust Co. 0.26% Reduce -3.0% 96,574 $12.0M
Blair William & Co. 0.03% Add +3.0% 96,299 $11.9M
Panagora Asset Management Inc. 0.05% Reduce -41.8% 95,817 $11.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% No change 93,900 $11.6M
Greystone Financial Group, LLC 1.80% Add +12.7% 93,766 $11.6M
Biondo Investment Advisors, LLC 1.45% Add +1.0% 93,677 $11.6M
Waverly Advisors, LLC 0.12% Add +6.2% 93,645 $11.6M
Linscomb Wealth, Inc. 0.49% Add +1.6% 91,427 $11.3M
Janney Capital Management LLC 0.70% Reduce -1.6% 91,313 $11.3M
J.W. Cole Advisors, Inc. 0.21% Add +2.0% 90,107 $11.2M
Oregon Public Employees Retirement Fund 0.14% Add +32.6% 88,920 $11.0M
Alley Investment Management Company, LLC 1.26% Add +13.0% 88,018 $10.9M
Man Group plc 0.02% Add +14.3% 85,692 $10.6M
HB Wealth Management, LLC 0.07% Add +14.4% 85,194 $10.5M
Mutual of America Capital Management LLC 0.11% Reduce -5.4% 84,277 $10.4M
State of Alaska, Department of Revenue 0.10% Reduce -4.9% 82,962 $10.3M
Tompkins Financial Corp. 0.86% Reduce -1.2% 82,828 $10.2M
Capital Fund Management S.A. 0.10% Add +63.2% 82,351 $10.2M
Anchor Investment Management, LLC 0.84% Add +0.0% 82,336 $10.2M
BTG Pactual Asset Management US LLC 1.21% Add +6.0% 82,176 $10.2M
Intact Investment Management Inc. 0.31% Reduce -0.7% 82,100 $10.2M
Metis Global Partners, LLC 0.24% Add +16.9% 81,929 $10.1M
Rafferty Asset Management, LLC 0.03% Reduce -2.0% 81,861 $10.1M
Morningstar Investment Management LLC 0.37% New 81,714 $10.1M
Romano Brothers and Company 1.15% Add +4.5% 81,455 $10.1M
Jefferies Financial Group Inc. 0.09% Add +18.0% 80,270 $9.9M
Resolution Capital Ltd 0.19% Add +0.6% 80,128 $9.9M
Capital Investment Advisory Services, LLC 0.78% Add +0.5% 79,531 $9.8M
Park Avenue Securities LLC 0.08% Add +19.1% 79,343 $9.8M
Bell Bank 0.42% Add +0.9% 79,284 $9.8M
Tectonic Advisors LLC 0.53% Add +8.4% 79,069 $9.8M
Private Advisor Group, LLC 0.05% Add +1.6% 78,073 $9.7M
Benjamin Edwards Inc. 0.11% Add +60.0% 78,032 $9.7M
Employees Retirement System of Texas 0.09% Reduce -24.4% 77,709 $9.6M
Swiss Life Asset Management Ltd 0.05% Add +4.1% 76,520 $9.5M
Loomis Sayles & Co. L P 0.01% Reduce -19.6% 75,480 $9.3M
Florida Trust Wealth Management Co 0.26% Add +1.4% 75,002 $9.3M
New Age Alpha Advisors, LLC 0.39% Reduce -7.6% 74,158 $9.2M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.4% 73,469 $9.1M
New England Asset Management Inc. 1.22% Add +0.7% 72,435 $9.0M
Camden National Bank 1.25% Add +0.6% 72,046 $8.9M
Intech Investment Management LLC 0.08% Add +30.0% 71,994 $8.9M
Strategic Wealth Partners, Ltd. 0.66% Add +5.6% 71,535 $8.9M
Advocate Group LLC 1.44% Reduce -1.3% 70,966 $8.8M
Visionary Wealth Advisors 0.40% Add +13.0% 69,888 $8.6M
NewSquare Capital LLC 0.58% Reduce -0.2% 69,158 $8.6M
Pinnacle Financial Partners Inc 0.20% Add +37.8% 68,198 $8.4M
Strategic Advisors LLC 1.36% Reduce -0.0% 68,191 $8.4M
Northside Capital Management, LLC 0.77% New 68,152 $8.4M
Windward Capital Management Co. 0.67% Reduce -0.3% 67,557 $8.4M
Agf Management Ltd. 0.04% Reduce -9.5% 67,324 $8.3M
Pinebridge Investments, L.P. 0.06% Add +32.9% 67,310 $8.3M
Cincinnati Casualty Co. 4.17% No change 66,300 $8.2M
Glenmede Investment Management, LP 0.04% Reduce -2.1% 66,286 $8.2M
Pacer Advisors, Inc. 0.02% Reduce -13.4% 65,587 $8.1M
Washington Trust Bank 0.59% Add +0.5% 65,057 $8.1M
Meyer Handelman Co. 0.25% Reduce -6.9% 64,900 $8.0M
Commerzbank Aktiengesellschaft 0.17% Reduce -8.6% 64,583 $8.0M
KBC Group NV 0.02% Add +6.4% 64,565 $8.0M
Thompson Siegel & Walmsley LLC 0.13% Add +66.5% 64,469 $8.0M
Horizon Investments, LLC 0.10% Add +23.9% 63,541 $7.9M
AMJ Financial Wealth Management 1.90% Reduce -22.3% 63,345 $7.8M
Reliant Investment Partners, LLC 6.14% Reduce -1.7% 63,410 $7.8M
Welch & Forbes LLC 0.09% Add +1.9% 63,288 $7.8M
First PREMIER Bank 1.77% Reduce -0.8% 63,051 $7.8M
UniSuper Management Pty Ltd 0.05% Add +17.7% 62,593 $7.7M
Capital Investment Advisors, LLC 0.13% Add +0.1% 62,129 $7.7M
Patten & Patten Inc. 0.45% Reduce -1.4% 62,014 $7.7M
Hudson Edge Investment Partners Inc. 1.24% Add +16.3% 61,717 $7.6M
First Horizon Corp. 0.35% — 60,737 $7.5M
Teachers Retirement System of the State of Kentucky 0.06% No change 60,633 $7.5M
KMG Fiduciary Partners, LLC 0.50% Add +10.2% 60,362 $7.5M
Savant Capital, LLC 0.04% Add +2.9% 59,966 $7.4M
Atria Investments, Inc 0.08% Reduce -3.5% 59,864 $7.4M
Prospera Financial Services Inc 0.13% Add +0.3% 59,708 $7.4M
Vontobel Holding Ltd. 0.02% Add +42.8% 59,658 $7.4M
Investment Management Corp of Ontario 0.11% Reduce -61.8% 58,264 $7.2M
Canada Post Corp Registered Pension Plan 0.32% Add +69.4% 58,712 $7.2M
Ossiam 0.09% Add +150.4% 58,244 $7.2M
Estabrook Capital Management 1.05% Reduce -1.0% 58,198 $7.2M
Colonial Trust Co / SC 0.97% Add +1.2% 58,059 $7.2M
Beacon Investment Advisory Services, Inc. 0.30% Add +3.8% 57,821 $7.2M
GLOBALT Investments LLC / GA 0.26% Reduce -1.4% 57,371 $7.1M
Pathway Financial Advisers, LLC 2.07% Add +1.1% 57,496 $7.1M
Founders Financial Alliance, LLC 1.34% Add +2.8% 57,285 $7.1M
BCM Advisors, LLC 1.43% Reduce -6.6% 56,366 $7.1M
Farmers & Merchants Investments Inc. 0.20% Reduce -14.3% 57,163 $7.1M
Brown Advisory Inc. 0.01% Reduce -3.4% 56,732 $7.0M
Mizuho Securities USA LLC 0.14% Add +5.5% 56,637 $6.9M
Coldstream Capital Management Inc. 0.09% Add +3.0% 55,956 $6.9M
Strategic Planning Group, LLC 0.93% Add +30.2% 55,719 $6.9M
Argent Trust Co 0.24% Reduce -0.9% 55,381 $6.9M
TD Private Client Wealth LLC 0.15% Add +7.5% 55,327 $6.8M
Calydon Capital 1.09% Reduce -7.5% 55,299 $6.8M
Red Door Wealth Management, LLC 0.73% Add +4.9% 55,205 $6.8M
SummitTX Capital, L.P. 0.28% Reduce -32.4% 55,078 $6.8M
CIBC Private Wealth Group LLC 0.01% Add +1.4% 54,991 $6.8M
Allianz Asset Management GmbH 0.01% Reduce -7.0% 54,758 $6.8M
Smith Salley Wealth Management 0.35% Add +0.8% 54,622 $6.8M
Stratos Wealth Partners, LTD. 0.08% Add +15.6% 54,533 $6.7M
Dean Investment Associates, LLC 0.94% Reduce -1.9% 54,258 $6.7M
Lido Advisors, LLC 0.03% Add +17.7% 53,931 $6.7M
Kingsview Wealth Management, LLC 0.10% Add +6.5% 53,547 $6.6M
NorthCoast Asset Management LLC 0.03% Add +5.6% 53,413 $6.6M
Clough Capital Partners L P 0.59% No change 53,352 $6.6M
ProVise Management Group, LLC 0.48% Add +2.7% 52,801 $6.5M
Advisory Services Network, LLC 0.10% Reduce -1.7% 52,714 $6.5M
Money Concepts Capital Corp. 0.40% Add +0.4% 52,580 $6.5M
United Capital Financial Advisors, LLC 0.05% Add +3.3% 52,510 $6.5M
Rwa Wealth Partners, LLC 0.07% Add +6.9% 52,468 $6.5M
Clearstead Advisors, LLC 0.09% Add +0.8% 52,137 $6.5M
Sterling Capital Management LLC 0.09% Reduce -0.8% 51,717 $6.4M
Merit Financial Group, LLC 0.06% Add +1.7% 51,662 $6.4M
Prudential PLC 0.05% Add +0.6% 51,477 $6.4M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +67.4% 51,448 $6.4M
Geneos Wealth Management Inc. 0.16% Reduce -4.4% 51,449 $6.4M
Jamison Private Wealth Management, Inc. 0.82% Add +4.3% 51,440 $6.4M
Zions Bancorporation, National Association 0.31% Reduce -20.4% 51,248 $6.3M
Covington Investment Advisors Inc. 0.83% Add +0.5% 51,170 $6.3M
Elo Mutual Pension Insurance Co 0.10% Add +38.5% 51,043 $6.3M
Concurrent Investment Advisors, LLC 0.11% Reduce -0.3% 50,959 $6.3M
Principal Securities, Inc. 0.10% Add +13.4% 50,829 $6.3M
OneDigital Investment Advisors LLC 0.06% Add +3.0% 50,489 $6.2M
Ellsworth Advisors, LLC 1.33% Reduce -2.7% 48,350 $6.2M
Family Legacy, Inc. 1.90% Add +0.6% 50,169 $6.2M
Janus Henderson Group PLC 0.00% Reduce -18.8% 49,509 $6.1M
Csenge Advisory Group 0.29% Add +32.1% 49,094 $6.1M
Natixis 0.03% Add +27.4% 49,086 $6.1M
AE Wealth Management LLC 0.04% Add +51.9% 49,068 $6.1M
Kentucky Retirement Systems 0.17% Reduce -1.2% 48,845 $6.0M
Benedict Financial Advisors Inc. 1.31% Add +0.6% 48,651 $6.0M
Choreo, LLC 0.08% Add +12.7% 48,572 $6.0M
Whitener Capital Management, Inc. 1.44% Add +3.1% 48,485 $6.0M
Global Retirement Partners, LLC 0.13% Add +12.3% 48,456 $6.0M
Quadcap Wealth Management, LLC 0.71% Reduce -0.8% 48,452 $6.0M
Schaper Benz & Wise Investment Counsel Inc. 0.44% Reduce -0.1% 48,330 $6.0M
Philadelphia Trust Co. 0.42% Add +2.2% 48,319 $6.0M
Chicago Partners Investment Group LLC 0.16% Add +1.9% 47,545 $6.0M
Caprock Group, LLC 0.15% — 48,248 $6.0M
River Road Asset Management, LLC 0.07% Reduce -0.2% 48,104 $6.0M
Eliot Finkel Investment Counsel, LLC 3.57% Reduce -0.9% 47,999 $5.9M
Punch & Associates Investment Management, Inc. 0.34% Add +0.1% 47,448 $5.9M
CENTRAL TRUST Co 0.12% Reduce -1.3% 47,410 $5.9M
Providence Capital Advisors, LLC 1.02% Add +3.9% 47,375 $5.9M
Los Angeles Capital Management LLC 0.02% Add +469.3% 47,306 $5.9M
Capital & Planning, LLC 3.59% Add +9.2% 46,981 $5.8M
Y-Intercept (Hong Kong) Ltd 0.14% Add +180.8% 46,793 $5.8M
Vinva Investment Management Ltd 0.11% Add +28.4% 47,116 $5.8M
Moors & Cabot, Inc. 0.25% Reduce -5.0% 46,674 $5.8M
Walleye Capital LLC 0.05% Add +23.0% 46,490 $5.8M
SouthState Bank Corp 0.26% Reduce -2.2% 46,253 $5.7M
Alberta Investment Management Corp 0.05% No change 46,200 $5.7M
Morgan Dempsey Capital Management LLC 2.53% Reduce -11.8% 45,928 $5.7M
Johnson Investment Counsel Inc. 0.05% Add +1.2% 45,869 $5.7M
Sequoia Financial Advisors, LLC 0.03% Add +23.5% 45,819 $5.7M
Jackson Hole Capital Partners, LLC 0.96% Reduce -1.0% 45,573 $5.6M
Hartford Investment Management Co. 0.17% Reduce -2.8% 45,544 $5.6M
Boston Research & Management Inc. 1.24% Reduce -0.5% 45,537 $5.6M
Apollon Wealth Management, LLC 0.10% Add +7.0% 45,497 $5.6M
Jain Global LLC 0.08% New 43,986 $5.4M
Ausbil Investment Management Ltd 2.88% No change 44,190 $5.4M
Highland Capital Management, LLC 0.27% Reduce -1.0% 43,700 $5.4M
Orange Investment Advisors, Inc. 0.56% Add +2.5% 43,397 $5.4M
one8zero8, LLC 1.16% Add +7.8% 43,259 $5.4M
Eventide Asset Management, LLC 0.09% Add +19.9% 43,413 $5.3M
Advisors Asset Management, Inc. 0.09% Reduce -1.8% 42,829 $5.3M
Richard C. Young & CO., LTD. 0.49% Add +2.3% 42,689 $5.3M
Tufton Capital Management 0.94% Reduce -0.6% 42,638 $5.3M
Daymark Wealth Partners, LLC 0.18% Add +4.0% 42,446 $5.3M
Regal Investment Advisors LLC 0.34% Add +47.9% 42,375 $5.2M
D. E. Shaw & Co. 0.00% Add +159.4% 42,328 $5.2M
AlphaStar Capital Management, LLC 0.45% Reduce -2.0% 42,168 $5.2M
AXA Investment Managers S.A. 0.01% — 42,164 $5.2M
Farther Finance Advisors, LLC 0.08% Add +37.7% 41,642 $5.2M
Level Four Advisory Services, LLC 0.18% Reduce -0.2% 41,517 $5.1M
Wasatch Advisors LP 0.03% Reduce -8.4% 41,474 $5.1M
Sky Investment Group LLC 0.88% Add +0.1% 41,441 $5.1M
Strategy Asset Managers LLC 0.92% Add +1.2% 41,386 $5.1M
Tocqueville Asset Management L.P. 0.07% Add +280.6% 41,128 $5.1M
Iowa State Bank 0.97% Add +86.3% 41,024 $5.1M
Nixon Peabody Trust Co. 0.37% Add +0.2% 40,987 $5.1M
Union Bancaire Privee, UBP SA 0.07% Add +77.1% 40,731 $5.1M
Farmers Trust Co. 0.87% Reduce -21.1% 40,974 $5.1M
SevenBridge Financial Group, LLC 0.83% Add +18.1% 40,856 $5.1M
Louisiana State Employees Retirement System 0.08% Reduce -0.5% 40,800 $5.0M
Profund Advisors LLC 0.16% Add +4.0% 40,649 $5.0M
Stablepoint Partners, LLC 0.80% Reduce -1.6% 40,580 $5.0M
Peapack Gladstone Financial Corp. 0.07% Reduce -0.2% 40,475 $5.0M
IFG Advisory, LLC 0.23% Add +6.5% 40,093 $5.0M
Occidental Asset Management, LLC 0.62% Add +0.3% 40,051 $5.0M
Mariner Investment Group LLC 1.92% Reduce -20.0% 40,000 $5.0M
Principle Wealth Partners LLC 0.29% Add +2.5% 39,910 $4.9M
RNC Capital Management LLC 0.23% Add +196.5% 39,800 $4.9M
Holderness Investments Co. 1.00% Reduce -2.6% 39,678 $4.9M
Atlantic Union Bankshares Corp 0.09% Add +3.4% 39,573 $4.9M
MAI Capital Management 0.03% Reduce -4.5% 39,339 $4.9M
Virginia Wealth Management Group, Inc. 2.80% Add +0.2% 39,258 $4.9M
Beacon Financial Group 0.48% Reduce -5.6% 39,237 $4.9M
Leavell Investment Management, Inc. 0.20% Reduce -4.8% 39,153 $4.8M
Global Wealth Management Investment Advisory, Inc. 0.81% Add +1.5% 39,128 $4.8M
Aull & Monroe Investment Management Corp 2.48% Add +0.8% 39,089 $4.8M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.6% 39,007 $4.8M
DRW Securities, LLC 0.25% Add +26.0% 39,265 $4.8M
Cincinnati Financial Corp. 0.10% No change 38,784 $4.8M
Maryland State Retirement & Pension System 0.10% Add +2.1% 38,610 $4.8M
Moneco Advisors, LLC 0.40% Add +1.4% 38,597 $4.8M
Bragg Financial Advisors, Inc 0.16% Reduce -2.6% 38,281 $4.7M
Tokio Marine Asset Management Co. Ltd. 0.17% Reduce -0.0% 38,272 $4.7M
Sigma Planning Corp 0.13% Reduce -7.8% 37,970 $4.7M
KKM Financial LLC 1.47% Add +25.1% 37,899 $4.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -29.9% 37,743 $4.7M
Securian Asset Management, Inc. 0.12% Reduce -7.3% 37,554 $4.6M
First Bank & Trust 0.78% Reduce -2.3% 37,317 $4.6M
Crossmark Global Holdings, Inc. 0.07% Reduce -0.8% 37,282 $4.6M
Pegasus Asset Management, Inc. 1.48% Add +1.5% 37,216 $4.6M
Constitution Capital LLC 2.15% Reduce -0.2% 37,103 $4.6M
Banque Cantonale Vaudoise 0.17% Add +12.5% 37,013 $4.6M
Morton Community Bank 1.06% Add +4.7% 36,787 $4.6M
SteelPeak Wealth, LLC 0.15% Reduce -5.3% 36,915 $4.6M
Regions Financial Corp. 0.03% Reduce -5.5% 36,807 $4.6M
Blue Trust, Inc. 0.05% Add +2.3% 36,801 $4.6M
Andrew Hill Investment Advisors, Inc. 3.53% Reduce -2.2% 36,711 $4.5M
Arkadios Wealth Advisors 0.11% Add +5.2% 36,196 $4.5M
FAS Wealth Partners, Inc. 0.30% Add +3.4% 36,196 $4.5M
Trust Co. of Toledo NA 0.45% Add +4.3% 36,073 $4.5M
Seven Springs Wealth Group, LLC 1.10% Add +4.3% 36,026 $4.5M
Physicians Financial Services, Inc. 1.21% Add +2.7% 35,923 $4.4M
Shelton Capital Management 0.09% No change 35,672 $4.4M
Bridgewater Associates 0.02% New 35,659 $4.4M
Axxcess Wealth Management, LLC 0.09% Add +8.2% 35,561 $4.4M
Nisa Investment Advisors, LLC 0.02% Reduce -4.5% 35,499 $4.4M
New Mexico Educational Retirement Board 0.14% Reduce -2.5% 35,160 $4.4M
Sagespring Wealth Partners, LLC 0.08% Add +4.5% 35,054 $4.3M
Norinchukin Bank, The 0.06% Add +1.7% 34,953 $4.3M
Sciencast Management LP 0.81% New 34,897 $4.3M
Marco Investment Management LLC 0.33% Add +0.1% 34,879 $4.3M
Hennion & Walsh Asset Management, Inc. 0.16% Add +7.4% 34,831 $4.3M
Empowered Funds, LLC 0.04% Add +41.5% 34,522 $4.3M
Rothschild Investment LLC 0.24% Add +0.3% 34,371 $4.3M
Caldwell Trust Co 0.40% Add +3.8% 34,302 $4.2M
Pure Financial Advisors, LLC 0.07% Add +3.4% 34,219 $4.2M
Cornerstone Advisors, LLC 0.14% Reduce -2.0% 34,100 $4.2M
Townsend & Associates, Inc 0.40% Add +0.1% 32,781 $4.2M
Farmers National Bank 1.00% Add +2.3% 34,044 $4.2M
Spectrum Asset Management, Inc. (NB/CA) 1.47% Reduce -0.9% 33,855 $4.2M
FourThought Financial Partners, LLC 0.37% Add +7.8% 33,687 $4.2M
Cary Street Partners Financial LLC 0.11% Reduce -45.7% 33,681 $4.2M
Turtle Creek Wealth Advisors, LLC 0.37% Add +4.5% 33,601 $4.2M
GWN Securities Inc. 0.96% Add +0.8% 33,243 $4.1M
Mgo One Seven LLC 0.09% Add +29.8% 33,153 $4.1M
Plimoth Trust Co. LLC 0.93% Reduce -2.0% 33,123 $4.1M
Trilogy Capital Inc. 0.19% Add +7.7% 33,045 $4.1M
Bahl & Gaynor LLC 0.02% Reduce -1.1% 32,827 $4.1M
Equitable Holdings, Inc. 0.03% Add +5.1% 32,804 $4.1M
Townsend Asset Management Corp. /NC/ 1.44% Add +0.6% 32,701 $4.0M
American Assets Investment Management, LLC 0.30% No change 32,666 $4.0M
Integrated Wealth Concepts LLC 0.04% Add +6.2% 32,645 $4.0M
Vest Financial, LLC 0.05% Add +23.8% 32,629 $4.0M
Vise Technologies, Inc. 0.15% Reduce -12.0% 32,569 $4.0M
Sowell Financial Services LLC 0.15% Add +0.7% 32,567 $4.0M
Lazard Asset Management LLC 0.01% Reduce -0.6% 32,499 $4.0M
Dynamic Advisor Solutions LLC 0.12% Add +2.4% 32,456 $4.0M
Bailard, Inc. 0.09% Add +0.4% 32,321 $4.0M
Pinnacle Associates Ltd. 0.05% Reduce -0.3% 31,901 $3.9M
Simmons Bank 0.26% Add +0.3% 31,571 $3.9M
TrinityBridge Ltd 0.09% Reduce -1.7% 31,477 $3.9M
Trustmark Bank Trust Department 0.25% Add +0.0% 31,451 $3.9M
Empirical Finance, LLC 0.19% Add +17.4% 31,429 $3.9M
Lynch & Associates 0.75% Reduce -1.0% 31,427 $3.9M
Carson Advisory Inc. 2.10% Add +0.0% 31,422 $3.9M
Texas Yale Capital Corp. 0.12% Add +11.2% 31,376 $3.9M
Salem Investment Counselors Inc. 0.11% Reduce -2.5% 31,351 $3.9M
Stock Yards Bank & Trust Co. 0.12% Reduce -2.3% 31,220 $3.9M
PFG Investments, LLC 0.20% Reduce -2.0% 31,093 $3.8M
Schnieders Capital Management, Llc. 0.62% — 31,038 $3.8M
Balyasny Asset Management L.P. 0.01% Reduce -29.0% 30,809 $3.8M
Rice Partnership, LLC 0.54% Add +3.6% 30,643 $3.8M
Twin Capital Management Inc. 0.48% Reduce -14.4% 30,557 $3.8M
L & S Advisors Inc 0.40% New 30,455 $3.8M
Banque Pictet & Cie SA 0.04% No change 30,400 $3.8M
Argyle Capital Management, LLC 1.30% No change 30,393 $3.8M
Brevan Howard Capital Management LP 0.05% Add +309.2% 30,286 $3.7M
Cohen Capital Management, Inc. 0.58% No change 30,133 $3.7M
Slocum, Gordon & Co LLP 2.97% Reduce -0.3% 30,115 $3.7M
Triangle Securities Wealth Management 0.84% Add +3.6% 29,976 $3.7M
Vident Advisory, LLC 0.04% Add +8.1% 29,782 $3.7M
Woodard & Co. Asset Management Group Inc. 0.60% Add +24.3% 29,712 $3.7M
Cypress Capital Group 0.44% Add +5.8% 29,663 $3.7M
Empire Financial Management Company, LLC 0.84% Add +1.5% 29,605 $3.7M
Snowden Capital Advisors LLC 0.10% Reduce -2.7% 29,371 $3.6M
Glenview Trust Co 0.06% Add +0.9% 28,935 $3.6M
Shepherd Financial Partners LLC 0.34% Reduce -4.3% 28,930 $3.6M
Logan Capital Management Inc. 0.15% Add +0.9% 28,888 $3.6M
Ascent Group, LLC 0.13% Add +1.2% 28,810 $3.6M
Fiduciary Alliance LLC 0.24% Add +0.2% 28,697 $3.6M
Sargent Investment Group, LLC 0.51% Add +30.6% 28,650 $3.5M
Guardian Capital LP 0.11% No change 28,566 $3.5M
Allstate Corp. 0.08% New 28,554 $3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +8.2% 28,542 $3.5M
Old North State Wealth Management, LLC 1.65% Add +2.5% 28,453 $3.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +10.2% 28,492 $3.5M
Fox Hill Wealth Management 1.64% Add +0.8% 28,386 $3.5M
Hilltop Holdings Inc. 0.18% Add +9.1% 28,258 $3.5M
Bleakley Financial Group, LLC 0.08% Add +1.6% 28,155 $3.5M
Coastal Bridge Advisors, LLC 0.26% Add +6.8% 28,060 $3.5M
Praxis Investment Management Inc. 0.21% Add +11.6% 27,881 $3.5M
HighPoint Advisor Group LLC 0.16% Reduce -1.3% 27,834 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +17.6% 27,656 $3.4M
Sheets Smith Wealth Management 0.39% Add +0.2% 27,634 $3.4M
SVB Wealth LLC 0.18% Reduce -3.7% 27,483 $3.4M
iSAM Funds (UK) Ltd 0.70% Add +237.2% 27,458 $3.4M
Advisors Management Group Inc. 0.59% Reduce -1.1% 27,205 $3.4M
Verdence Capital Advisors LLC 0.19% Add +42.6% 26,392 $3.4M
Royal Fund Management, LLC 0.40% Reduce -17.4% 27,017 $3.3M
Quadrant Capital Group LLC 0.11% Add +67.3% 27,004 $3.3M
Chemung Canal Trust Co. 0.66% Reduce -0.8% 26,953 $3.3M
CGN Advisors LLC 0.27% Add +0.8% 26,853 $3.3M
Old North State Trust, LLC 2.01% Reduce -0.7% 26,729 $3.3M
Fulton Bank, N.A. 0.12% Reduce -14.8% 26,726 $3.3M
First National Bank of Omaha 0.21% Reduce -2.0% 26,640 $3.3M
Hamel Associates, Inc. 1.01% Add +5.7% 26,639 $3.3M
Montag A & Associates Inc. 0.15% Reduce -3.8% 26,473 $3.3M
Wilmington Savings Fund Society, FSB 0.08% Reduce -12.8% 26,304 $3.3M
World Investment Advisors 0.07% Add +11.8% 26,230 $3.2M
Stonegate Investment Group, LLC 0.08% Reduce -0.3% 26,172 $3.2M
Rowlandmiller & Partners.adv 0.64% Reduce -1.4% 26,167 $3.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Reduce -5.2% 26,122 $3.2M
Mill Capital Management, LLC 0.24% Reduce -0.2% 25,980 $3.2M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -2.8% 25,955 $3.2M
Vaughan Nelson Investment Management, L.P. 0.03% No change 25,850 $3.2M
Greenwood Capital Associates LLC 0.37% Add +0.8% 25,783 $3.2M
Parallax Volatility Advisers, L.P. 0.11% Add +39.0% 25,734 $3.2M
Tradewinds, LLC. 0.78% New 25,727 $3.2M
Franklin Street Advisors Inc. 0.18% Reduce -1.0% 25,557 $3.2M
Apollon Financial, LLC 0.53% Add +0.9% 25,530 $3.2M
Griffith & Werner, Inc. 1.63% — 25,676 $3.2M
WealthShield Partners, LLC 0.36% Add +0.0% 25,460 $3.2M
Moran Wealth Management, LLC 0.09% New 25,441 $3.1M
Asio Capital, LLC 0.47% Add +21.9% 25,354 $3.1M
Dynamic Technology Lab Private Ltd 0.53% New 25,313 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Add +5.0% 25,292 $3.1M
Ieq Capital, LLC 0.01% Reduce -11.8% 25,290 $3.1M
Aspire Private Capital, LLC 0.69% Add +3.9% 25,211 $3.1M
Equitable Trust Co. 0.14% Add +1.1% 25,203 $3.1M
IFP Advisors, Inc 0.08% Add +5.4% 24,931 $3.1M
Naples Global Advisors, LLC 0.24% Add +0.7% 24,858 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.0% 24,784 $3.1M
Counterweight Ventures, LLC 1.79% Reduce -0.9% 24,764 $3.1M
Shoker Investment Counsel, Inc. 0.89% Reduce 0.0% 24,502 $3.0M
JARISLOWSKY, FRASER Ltd 0.02% No change 24,383 $3.0M
Strategic Blueprint, LLC 0.13% Add +1.4% 24,249 $3.0M
Voloridge Investment Management, LLC 0.01% Reduce -86.6% 24,247 $3.0M
Evercore Wealth Management, LLC 0.04% Reduce -2.5% 24,197 $3.0M
Summit Trail Advisors, LLC 0.04% Add +23.0% 24,192 $3.0M
Live Oak Private Wealth LLC 0.42% Reduce -3.5% 24,189 $3.0M
Cullinan Associates Inc. 0.19% Reduce -0.3% 24,159 $3.0M
Stiles Financial Services Inc 0.94% Add +2.8% 24,113 $3.0M
Hall Capital Management Co. Inc. 1.16% Add +0.7% 23,824 $2.9M
Drake & Associates, LLC 0.62% Add +5.8% 23,795 $2.9M
Segall Bryant & Hamill, LLC 0.04% No change 23,583 $2.9M
Tower Bridge Advisors 0.29% Add +49.4% 23,452 $2.9M
Home Federal Bank of Tennessee 0.77% Reduce -0.9% 23,360 $2.9M
Brown Brothers Harriman & Co. 0.02% Add +12.3% 23,214 $2.9M
Kingswood Wealth Advisors, LLC 0.17% Add +14.8% 23,197 $2.9M
Creative Financial Designs Inc. 0.19% Add +4.8% 22,978 $2.8M
Cornerstone Wealth Group, LLC 0.19% Add +0.6% 22,755 $2.8M
BLB&B Advisors, LLC 0.12% Add +0.3% 22,738 $2.8M
Bank & Trust Co 2.08% No change 22,726 $2.8M
Resources Management Corp. /CT/ 0.36% Reduce -0.2% 22,573 $2.8M
Magnetar Financial LLC 0.02% Add +9947.5% 22,406 $2.8M
Kentucky Trust Co 1.50% Reduce -0.3% 22,356 $2.8M
Modera Wealth Management, LLC 0.03% Add +1.8% 22,323 $2.8M
Murphy, Middleton, Hinkle & Parker, Inc. 1.35% Reduce -1.1% 22,281 $2.8M
AMG National Trust Bank 0.07% Add +0.1% 22,272 $2.8M
Adalta Capital Management LLC 1.25% Add +7.4% 22,225 $2.8M
Arax Advisory Partners 0.04% Add +68.4% 22,199 $2.7M
Te Ahumairangi Investment Management Ltd 0.47% Add +11.3% 22,149 $2.7M
apricus wealth, LLC 1.46% Add +0.9% 21,911 $2.7M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -0.2% 21,911 $2.7M
Rakuten Investment Management, Inc. 0.01% — 16,186 $2.7M
Marshall Investment Management, LLC 1.42% New 21,703 $2.7M
Wealthspire Advisors, LLC 0.01% Reduce -4.7% 21,666 $2.7M
Rodgers Brothers Inc. 0.33% Reduce -7.9% 21,592 $2.7M
Greenleaf Trust 0.02% Add +13.8% 21,564 $2.7M
Fifth Third Wealth Advisors LLC 0.10% Add +13.3% 21,550 $2.7M
Birmingham Capital Management Co. Inc. 1.22% Reduce -3.2% 21,413 $2.6M
Berkeley Capital Partners, LLC 0.63% Add +1.3% 21,393 $2.6M
GAMMA Investing LLC 0.15% Add +17.4% 21,352 $2.6M
Farringdon Capital, Ltd. 0.67% New 21,263 $2.6M
Ashton Thomas Private Wealth, LLC 0.07% Add +59.7% 21,204 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +42.1% 21,152 $2.6M
Mutual Advisors, LLC 0.06% Reduce -4.2% 20,497 $2.6M
Valeo Financial Advisors, LLC 0.06% Add +18.8% 21,023 $2.6M
Lee Danner & Bass Inc. 0.19% Reduce -3.2% 21,012 $2.6M
Mufg Securities Americas Inc. 0.17% Add +21.7% 20,970 $2.6M
Wolverine Trading, LLC 0.05% Add +7.7% 21,127 $2.6M
Hardin Capital Partners, LLC 1.39% Reduce -0.8% 20,928 $2.6M
Ti-Trust, Inc. 1.62% Reduce -0.3% 20,795 $2.6M
Dover Advisors, LLC 1.03% Add +6.1% 20,785 $2.6M
Squarepoint Ops LLC 0.01% Reduce -91.8% 20,742 $2.6M
Harbour Investments, Inc. 0.06% Reduce -3.1% 20,715 $2.6M
Vectors Research Management, LLC 0.81% Add +1.9% 20,697 $2.6M
Retirement Planning Group, LLC 0.09% New 20,649 $2.6M
Annex Advisory Services, LLC 0.05% New 20,648 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -2.5% 20,474 $2.5M
TD Waterhouse Canada Inc. 0.02% Add +6.4% 21,861 $2.5M
Signaturefd, LLC 0.04% Add +10.2% 20,430 $2.5M
Foundations Investment Advisors, LLC 0.04% Add +12.1% 20,377 $2.5M
U.S. Capital Wealth Advisors, LLC 0.07% Add +161.4% 20,365 $2.5M
Delta Global Management LP 0.18% Reduce -2.7% 20,279 $2.5M
Certified Advisory Corp 0.24% Add +5.4% 20,246 $2.5M
Measured Risk Portfolios, Inc. 2.71% Add +1.0% 20,211 $2.5M
Clarkston Capital Partners, LLC 0.05% No change 20,210 $2.5M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -95.2% 20,164 $2.5M
Wedbush Securities Inc. 0.08% Add +6.0% 20,149 $2.5M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -1.3% 19,982 $2.5M
SageView Advisory Group, LLC 0.09% Add +130.0% 19,983 $2.5M
Ranch Capital Advisors Inc. 0.95% Add +6.1% 19,809 $2.5M
Old Port Advisors 0.62% Add +4.4% 19,780 $2.4M
Mediolanum International Funds Ltd 0.03% Reduce -24.8% 19,914 $2.4M
Harbor Capital Advisors, Inc. 0.19% Add +2.8% 19,712 $2.4M
Spirit of America Management Corp. 0.49% Add +15.5% 19,700 $2.4M
Successful Portfolios LLC 1.42% Reduce -0.1% 19,676 $2.4M
Parr McKnight Wealth Management Group, LLC 0.32% Add +1.9% 19,611 $2.4M
Cannon Wealth Management Services, LLC 1.84% Add +0.0% 19,600 $2.4M
LVW Advisors, LLC 0.25% Reduce -5.6% 19,593 $2.4M
Citizens Financial Group Inc. 0.03% Add +31.7% 19,559 $2.4M
Platform Technology Partners 0.58% Add +7.3% 19,451 $2.4M
Cibc World Market Inc. 0.01% Reduce -80.3% 19,396 $2.4M
Canandaigua National Bank & Trust Co. 0.21% Add +0.0% 19,391 $2.4M
Advanced Asset Management Advisors Inc 0.64% No change 19,349 $2.4M
1832 Asset Management L.P. 0.00% Reduce -20.7% 19,325 $2.4M
Community Bank & Trust, Waco, Texas 0.49% Add +6.1% 19,267 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.5% 19,236 $2.4M
V. M. Manning & Co., Inc. 2.16% No change 19,394 $2.4M
Norden Group LLC 0.24% Add +0.7% 19,190 $2.4M
Davis Investment Partners, LLC 0.81% Reduce -1.3% 19,348 $2.4M
Wealth Alliance, LLC 0.24% Add +4.2% 19,099 $2.4M
United Community Bank 0.73% Reduce -24.3% 19,044 $2.4M
RMR Wealth Builders 0.20% Add +7.4% 18,833 $2.3M
Lineweaver Wealth Advisors, LLC 0.34% Add +16.7% 18,804 $2.3M
Nicholas Hoffman & Company, LLC. 0.06% Add +1.1% 18,782 $2.3M
Westpac Banking Corp. 0.14% Reduce -0.5% 18,781 $2.3M
University of Texas/Texas Am Investment Management Co. 0.34% Add +394.5% 18,760 $2.3M
Compagnie Lombard Odier SCmA 0.03% No change 18,750 $2.3M
Argent Advisors, Inc. 0.68% Add +3.3% 18,671 $2.3M
Nomura Holdings Inc. 0.01% Add +71.6% 18,660 $2.3M
Bison Wealth, LLC 0.21% Reduce -15.0% 18,579 $2.3M
Summit Financial, LLC 0.04% Add +1.9% 18,463 $2.3M
Ledgewood Wealth Advisors, LLC 1.35% No change 18,404 $2.3M
Leo Wealth, LLC 0.29% Reduce -27.5% 18,382 $2.3M
Miller Howard Investments Inc. 0.07% Add +4.4% 18,353 $2.3M
Westwood Holdings Group Inc. 0.02% New 18,051 $2.2M
Meeder Advisory Services, Inc. 0.10% Add +12.1% 18,051 $2.2M
Stratos Investment Management, LLC 0.09% Add +5.2% 18,011 $2.2M
Smith, Moore & Co. 0.17% Add +1.0% 17,874 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Add +4.6% 17,831 $2.2M
Marino, Stram & Associates LLC 0.40% Reduce -1.0% 17,816 $2.2M
Mfa Wealth Advisors, LLC 0.48% Add +2.8% 17,795 $2.2M
Delta Financial Advisors LLC 0.62% Add +83.5% 17,641 $2.2M
Siemens Fonds Invest GmbH 0.12% No change 17,639 $2.2M
TSP Capital Management Group, LLC 0.58% New 17,607 $2.2M
Plan Group Financial, LLC 0.58% Add +15.8% 17,439 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.64% Add +0.0% 17,412 $2.2M
M Holdings Securities, Inc. 0.46% Reduce -10.8% 17,397 $2.2M
Donaldson Capital Management, LLC 0.07% Add +8.8% 17,336 $2.1M
Orleans Capital Management Corp. 1.38% Reduce -29.3% 17,244 $2.1M
Armor Investment Advisors, LLC 0.68% Add +20.0% 17,241 $2.1M
Courier Capital LLC 0.12% Add +0.2% 17,128 $2.1M
Ipswich Investment Management Co., Inc. 0.49% Reduce -4.9% 17,109 $2.1M
Moloney Securities Asset Management, LLC 0.25% Reduce -6.7% 17,070 $2.1M
IHT Wealth Management, LLC 0.05% Add +0.0% 17,058 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -34.0% 17,036 $2.1M
RDA Financial Network 0.52% Add +39.8% 17,016 $2.1M
Keeler Thomas Management LLC 0.96% Add +7.0% 16,998 $2.1M
HUB Investment Partners, LLC 0.08% Add +3.6% 16,981 $2.1M
London Co. of Virginia 0.01% No change 16,961 $2.1M
Graves Light Lenhart Wealth, Inc. 0.23% Reduce -7.9% 16,928 $2.1M
Wagner Wealth Management, LLC 0.48% Add +8.6% 16,867 $2.1M
Wolff Wiese Magana LLC 1.18% Reduce -0.8% 16,861 $2.1M
GMO 0.01% Add +8.1% 16,836 $2.1M
Smartleaf Asset Management LLC 0.13% Add +21.0% 16,959 $2.1M
SWS Partners 0.51% Add +4.3% 16,760 $2.1M
Alaethes Wealth, LLC 0.59% Add +18.7% 16,676 $2.1M
Heritage Wealth Management, Inc. 0.61% Reduce -0.1% 16,669 $2.1M
Advisory Alpha, LLC 0.06% Add +6.5% 16,931 $2.1M
Lanark Financial, Inc. 0.16% Reduce -49.9% 16,627 $2.1M
Dakota Wealth Management 0.04% Reduce -13.7% 16,534 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.33% Reduce -1.7% 16,235 $2.0M
Callan Family Office, LLC 0.06% Reduce -4.5% 16,434 $2.0M
Wedmont Private Capital 0.08% Add +8.4% 16,190 $2.0M
Steel Grove Capital Advisors, LLC 0.24% No change 17,227 $2.0M
StoneX Group Inc. 0.09% Add +0.4% 16,405 $2.0M
Advisor OS, LLC 0.17% Add +2.5% 16,364 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.2% 16,339 $2.0M
First National Trust Co 0.07% Add +5.5% 16,283 $2.0M
Essex Financial Services, Inc. 0.12% Reduce -3.0% 16,232 $2.0M
Northcape Wealth Management, LLC 0.58% Add +8.3% 16,154 $2.0M
WINTON GROUP Ltd 0.07% Reduce -38.8% 16,100 $2.0M
Abc Arbitrage SA 0.20% New 16,036 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +1.3% 16,011 $2.0M
Inspire Trust Co, N.A. 0.36% Add +10.3% 16,000 $2.0M
Private Trust Co. NA 0.17% Add +1.1% 15,984 $2.0M
Curi Capital, LLC 0.04% Reduce -6.1% 15,883 $2.0M
Verition Fund Management LLC 0.01% Reduce -89.9% 15,882 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $2.0M
Ballast, Inc. 0.48% Reduce -0.4% 15,779 $2.0M
Symphony Financial, Ltd. Co. 0.24% Add +5.3% 15,737 $1.9M
Jeppson Wealth Management, LLC 0.62% Reduce -2.0% 15,657 $1.9M
Mission Wealth Management, LP 0.04% Reduce -1.9% 15,587 $1.9M
Agp Franklin, LLC 0.94% Add +4.8% 15,528 $1.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.15% No change 15,521 $1.9M
Ethos Financial Group, LLC 0.15% Add +8.9% 15,515 $1.9M
City Holding Co. 0.24% Reduce -5.0% 15,494 $1.9M
Perigon Wealth Management, LLC 0.04% Add +9.1% 15,289 $1.9M
Confluence Wealth Services, Inc. 0.09% No change 15,287 $1.9M
Machina Capital S.A.S. 0.33% New 15,283 $1.9M
RFG Advisory, LLC 0.04% Reduce -11.2% 15,265 $1.9M
Cornerstone Capital, Inc. 0.18% No change 15,264 $1.9M
GAM Holding AG 0.12% Reduce -0.9% 15,255 $1.9M
Prosperity Consulting Group, LLC 0.09% Add +0.8% 15,245 $1.9M
AssuredPartners Investment Advisors, LLC 0.42% Add +1.0% 15,180 $1.9M
SWP Investment Management LLC 1.85% Add +9.7% 15,178 $1.9M
Ethic Inc. 0.03% Add +13.1% 15,169 $1.9M
Ritholtz Wealth Management 0.04% Add +22.1% 15,139 $1.9M
Compound Planning, Inc. 0.06% Add +7.0% 15,086 $1.9M
Gibson Wealth Advisors LLC 1.32% No change 15,000 $1.9M
Rahlfs Capital, LLC 1.47% Reduce -1.5% 14,986 $1.9M
Cordgrass Capital Advisors, LLC 0.46% Reduce -7.4% 14,945 $1.8M
Integrated Advisors Network LLC 0.08% Reduce -1.8% 14,944 $1.8M
Cornerstone Wealth Management, LLC 0.10% Add +2.7% 14,938 $1.8M
Precedent Wealth Partners, LLC 0.41% Add +6.9% 14,914 $1.8M
MUFG Securities EMEA plc 0.05% Add +548.0% 14,884 $1.8M
Parcion Private Wealth LLC 0.11% Add +0.5% 14,830 $1.8M
NJ State Employees Deferred Compensation Plan 0.20% No change 14,733 $1.8M
Bull Street Advisors, LLC 0.85% Reduce -1.0% 14,673 $1.8M
Private Wealth Partners, LLC 0.13% No change 14,655 $1.8M
WealthTrust Axiom LLC 0.48% Reduce -1.6% 14,598 $1.8M
Capital Investment Counsel, Inc 0.22% Reduce -2.5% 14,567 $1.8M
Qtron Investments LLC 0.22% Add +4.5% 14,546 $1.8M
Meridian Wealth Management, LLC 0.07% Add +1.8% 14,525 $1.8M
Providence First Trust Co 0.62% Add +2.1% 14,482 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -0.8% 14,463 $1.8M
Marks Group Wealth Management, Inc 0.17% Add +1.9% 14,462 $1.8M
Silver Oak Securities, Incorporated 0.13% Add +15.3% 14,449 $1.8M
Burke & Herbert Bank & Trust Co. 0.38% Reduce -0.6% 14,413 $1.8M
Park National Corp. 0.06% Reduce -3.3% 14,344 $1.8M
Pettyjohn, Wood & White, Inc. 0.29% Reduce -1.0% 14,337 $1.8M
Mather Group, Llc. 0.02% Add +4.5% 14,210 $1.8M
NTV Asset Management LLC 0.19% Add +2.5% 14,173 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -67.7% 14,092 $1.7M
Wealth Dimensions Group, Ltd. 0.36% Reduce -2.2% 14,078 $1.7M
Meridian Financial Partners LLC 0.72% Add +1.2% 13,829 $1.7M
Grandview Asset Management LLC 0.49% Reduce -1.7% 13,988 $1.7M
GC Wealth Management RIA, LLC 0.06% Add +189.2% 13,953 $1.7M
MSH Capital Advisors LLC 0.46% Add +0.0% 13,883 $1.7M
Richard Bernstein Advisors LLC 0.05% Reduce -51.2% 13,858 $1.7M
Simplicity Wealth,LLC 0.10% Reduce -17.0% 13,854 $1.7M
Hartford Funds Management Co LLC 0.15% Reduce -14.3% 13,825 $1.7M
Patrick Mauro Investment Advisor, INC. 0.90% Reduce -7.4% 13,816 $1.7M
InTrack Investment Management Inc 1.02% Add +15.1% 13,808 $1.7M
Victrix Investment Advisors 0.93% Add +7.4% 13,703 $1.7M
Earnest Partners LLC 0.01% Reduce -10.1% 13,648 $1.7M
Mechanics Bank Trust Department 0.24% Reduce -17.3% 13,614 $1.7M
Drucker Wealth 3.0, LLC 0.30% Reduce -43.6% 13,584 $1.7M
Convergence Financial, LLC 0.25% Add +2.4% 13,581 $1.7M
Nvwm, LLC 0.38% Add +8.5% 13,523 $1.7M
MainStreet Investment Advisors LLC 0.22% Reduce -2.3% 13,466 $1.7M
Jacobi Capital Management LLC 0.10% Reduce -2.0% 13,446 $1.7M
Hanson & Doremus Investment Management 0.21% Reduce -3.6% 13,419 $1.7M
LOM Asset Management Ltd 0.51% Add +1.3% 13,406 $1.7M
Trust Investment Advisors 0.93% Add +2.2% 13,402 $1.7M
Stamos Capital Partners, L.P. 0.31% Reduce -31.2% 13,370 $1.7M
Exencial Wealth Advisors, LLC 0.05% Reduce -0.1% 13,311 $1.6M
WCG Wealth Advisors LLC 0.10% Add +0.3% 13,277 $1.6M
Ninepoint Partners LP 0.23% Add +5.4% 13,248 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Reduce -4.4% 13,240 $1.6M
Focus Financial Network, Inc. 0.06% Add +1.1% 13,217 $1.6M
Aviva PLC 0.00% No change 13,213 $1.6M
Alpha Omega Wealth Management LLC 0.27% Reduce -1.9% 13,210 $1.6M
First Manhattan Co. Llc. 0.00% Reduce -20.0% 13,192 $1.6M
Tema ETFs LLC 0.14% New 13,153 $1.6M
Northstar Financial Companies, Inc. 1.50% Add +30.2% 13,135 $1.6M
Tidal Investments LLC 0.01% Reduce -3.0% 13,028 $1.6M
Trust Co. of Vermont 0.07% Add +2.0% 13,011 $1.6M
CreativeOne Wealth, LLC 0.04% Add +4.8% 12,993 $1.6M
Novare Capital Management LLC 0.12% Add +0.5% 12,910 $1.6M
MTM Investment Management, LLC 0.51% Add +0.1% 12,892 $1.6M
Highview Capital Management LLC 0.59% Add +2.4% 12,883 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Add +6.8% 12,875 $1.6M
Concord Wealth Partners 0.22% Reduce -43.1% 12,874 $1.6M
Kennondale Capital Management LLC 1.22% No change 12,865 $1.6M
Welch Group, LLC 0.06% Add +3.4% 12,821 $1.6M
Norway Savings Bank 0.77% Add +2.3% 12,786 $1.6M
Portside Wealth Group, LLC 0.22% Add +6.6% 12,758 $1.6M
NorthRock Partners, LLC 0.03% Add +37.0% 12,708 $1.6M
Cascades Capital Asset Management, LLC 0.70% Add +6.2% 12,690 $1.6M
Orca Wealth Management, LLC 1.19% Reduce -0.4% 12,649 $1.6M
HBK Sorce Advisory LLC 0.04% Add +5.2% 12,150 $1.6M
Bfsg, LLC 0.15% Add +3.7% 12,606 $1.6M
Raleigh Capital Management Inc. 0.59% Add +4.4% 12,593 $1.6M
ROI Financial Advisors, LLC 0.93% Add +0.4% 12,589 $1.6M
Brooklyn Investment Group 0.21% Reduce -4.2% 13,301 $1.6M
Modern Wealth Management, LLC 0.03% Add +5.2% 12,526 $1.6M
Diversified Trust Co. 0.03% Reduce -14.4% 12,506 $1.5M
Allen Capital Group, LLC 0.15% Add +2.6% 12,506 $1.5M
Elevation Point Wealth Partners, LLC 0.11% Reduce -2.3% 12,486 $1.5M
Brooks, Moore & Associates, Inc. 0.78% Reduce -0.6% 12,432 $1.5M
Continuum Advisory, LLC 0.16% Add +38.6% 12,425 $1.5M
First County Bank 0.79% Reduce -4.2% 12,419 $1.5M
Twin City Private Wealth, LLC 1.20% Reduce -10.3% 12,403 $1.5M
Pullen Investment Management, LLC 0.83% Add +0.6% 12,370 $1.5M
Cornercap Investment Counsel Inc. 0.76% Reduce -1.6% 12,363 $1.5M
Patten Group, Inc. 0.30% Add +0.2% 12,357 $1.5M
Voya Financial Advisors, Inc. 0.15% Reduce -1.9% 12,404 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.1% 12,289 $1.5M
Everhart Financial Group, Inc. 0.15% Add +2.8% 12,245 $1.5M
Penobscot Investment Management Company, Inc. 0.12% Add +9.3% 12,220 $1.5M
JT Stratford LLC 0.20% Add +3.6% 12,219 $1.5M
Souders Financial Advisors 0.18% Add +0.4% 12,219 $1.5M
Mystic Asset Management, Inc. 0.34% Add +0.7% 12,214 $1.5M
ZWJ Investment Counsel Inc. 0.05% Reduce -6.9% 12,099 $1.5M
Concord Asset Management, LLC 0.27% Reduce -46.6% 12,077 $1.5M
Ballentine Partners, LLC 0.02% Add +16.8% 12,013 $1.5M
Excalibur Management Corp. 0.54% Reduce -0.0% 11,994 $1.5M
Burkett Financial Services, LLC 0.51% Add +0.5% 11,989 $1.5M
Columbia Asset Management 0.28% Add +4.4% 11,977 $1.5M
GTS Securities LLC 0.06% Add +7.4% 11,975 $1.5M
Marble Harbor Investment Counsel, LLC 0.15% No change 11,958 $1.5M
Bellecapital International Ltd. 0.24% Reduce -12.4% 11,880 $1.5M
Claro Advisors Inc. 0.21% Add +1.9% 11,865 $1.5M
LongView Wealth Management 0.40% Reduce -0.2% 11,824 $1.5M
Fiduciary Trust Co 0.02% Add +2.4% 11,788 $1.5M
Greenfield Savings Bank 0.61% Add +0.1% 11,724 $1.5M
Weaver Capital Management LLC 0.32% Reduce -9.2% 11,677 $1.4M
Voleon Capital Management LP 0.04% Add +56.0% 11,663 $1.4M
CI Investments Inc. 0.01% Reduce -13.5% 11,516 $1.4M
Biltmore Family Office, LLC 0.20% Add +0.3% 11,498 $1.4M
Townsquare Capital LLC 0.22% Reduce -24.9% 11,495 $1.4M
Parallel Advisors, LLC 0.03% Add +4.8% 11,450 $1.4M
Valmark Advisers, Inc. 0.02% Add +8.1% 11,436 $1.4M
Independent Financial Group, LLC 0.03% Add +1.3% 11,396 $1.4M
Ausdal Financial Partners, Inc. 0.07% Add +67.5% 11,382 $1.4M
Bank Ozk 0.50% Reduce -36.5% 11,356 $1.4M
LCNB Corp. 0.49% Reduce -0.9% 11,352 $1.4M
Tower Research Capital LLC (TRC) 0.04% Add +38.0% 11,239 $1.4M
Point Windward Advisors Inc. 0.66% Add +4.3% 11,225 $1.4M
LMG Wealth Partners, LLC 0.26% No change 11,224 $1.4M
Inceptionr LLC 0.33% Add +74.3% 11,201 $1.4M
International Assets Investment Management, LLC 0.11% No change 11,645 $1.4M
Keystone Financial Group 0.11% Add +3.6% 11,185 $1.4M
Cassia Capital Partners, LLC 0.75% Add +13.5% 11,147 $1.4M
Cresset Asset Management, LLC 0.01% Add +7.3% 11,141 $1.4M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -1.6% 11,090 $1.4M
Scotia Capital Inc. 0.01% Add +39.3% 11,078 $1.4M
Frank, Rimerman Advisors LLC 0.09% Reduce -7.3% 11,078 $1.4M
Balboa Wealth Partners 0.24% Add +15.2% 11,077 $1.4M
Outfitters Financial LLC 1.11% Add +0.7% 11,075 $1.4M
Carnegie Investment Counsel 0.03% Add +3.1% 11,031 $1.4M
Allen Wealth Management, LLC 0.92% Reduce -1.9% 10,940 $1.4M
Harmony Asset Management LLC 0.47% Add +11.6% 10,933 $1.4M
1ST Source Bank 0.07% Reduce -1.1% 10,921 $1.4M
Arbor Investment Advisors, LLC 0.17% Add +184.2% 10,886 $1.3M
Phillips Wealth Planners LLC 1.12% Add +1.6% 10,812 $1.3M
LS Investment Advisors, LLC 0.19% Reduce -5.0% 10,795 $1.3M
First City Capital Management, Inc. 0.72% No change 10,788 $1.3M
Widmann Financial Services, Inc. 0.84% Add +0.5% 10,782 $1.3M
Kenora Financial, LLC 0.45% Add +0.9% 10,738 $1.3M
Cherokee Insurance Co 0.57% No change 10,700 $1.3M
Segment Wealth Management, LLC 0.08% Add +16.0% 10,671 $1.3M
Trivium Point Advisory, LLC 0.13% Reduce -12.2% 10,670 $1.3M
Fourpath Capital Management, LLC 0.19% Add +0.1% 10,650 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.14% Reduce -0.3% 10,613 $1.3M
Formidable Asset Management, LLC 0.21% Reduce -4.6% 11,114 $1.3M
Insigneo Advisory Services, LLC 0.09% Reduce -2.8% 10,579 $1.3M
SPC Financial, Inc. 0.10% Add +4.6% 10,538 $1.3M
Clearbridge Investments, LLC 0.00% Reduce -1.9% 10,528 $1.3M
OmniStar Financial Group, Inc. 0.79% Add +175.7% 10,525 $1.3M
Gibbs Wealth Management 0.29% Reduce -16.8% 10,518 $1.3M
Aaron Wealth Advisors LLC 0.08% Add +148.9% 10,477 $1.3M
Hayek Kallen Investment Management 0.41% Add +0.1% 10,476 $1.3M
Whalerock Point Partners, LLC 0.26% Add +1.5% 10,447 $1.3M
Roxbury Financial LLC 1.19% Add +0.5% 10,443 $1.3M
Rollins Financial Advisors, LLC 0.20% Add +0.0% 10,437 $1.3M
TCV Trust & Wealth Management, Inc. 0.11% Add +15.6% 10,424 $1.3M
VestGen Advisors, LLC 0.04% Add +220.7% 10,354 $1.3M
NFSG Corp 0.19% Reduce -4.8% 10,349 $1.3M
Taylor Hoffman Capital Management LLC 0.40% Reduce -2.0% 10,303 $1.3M
Fca Corp. 0.35% Add +5.4% 10,271 $1.3M
Chicago Capital, LLC 0.03% No change 10,263 $1.3M
Evermay Wealth Management LLC 0.15% Reduce -5.1% 10,259 $1.3M
Chesley Taft & Associates LLC 0.05% Add +0.2% 10,255 $1.3M
CHICAGO TRUST Co NA 0.18% Add +0.1% 10,227 $1.3M
LifePlan Financial, LLC 1.00% Add +2.1% 10,208 $1.3M
Retirement Guys Formula LLC 0.44% Add +3.6% 10,193 $1.3M
Fortress Private Ledger, LLC 0.46% Add +6.4% 10,188 $1.3M
Winthrop Capital Management, LLC 0.30% Add +1.4% 10,173 $1.3M
Alps Advisors Inc. 0.01% Add +50.6% 10,159 $1.3M
Atlas Brown,Inc. 0.37% Reduce -2.5% 10,148 $1.3M
Aigen Investment Management, LP 0.19% New 10,141 $1.3M
CFS Investment Advisory Services, LLC 0.09% Add +1.6% 9,834 $1.3M
NovaPoint Capital, LLC 0.31% New 10,109 $1.3M
Jump Financial, LLC 0.02% New 9,950 $1.2M
Foster Victor Wealth Advisors, LLC 0.08% Add +18.1% 9,941 $1.2M
Premier Fund Managers Ltd 0.05% Reduce -64.3% 10,000 $1.2M
Gables Capital Management Inc. 0.53% Reduce -1.5% 9,904 $1.2M
O'Keefe Stevens Advisory, Inc. 0.33% Add +2.4% 9,899 $1.2M
MBL Wealth, LLC 0.11% Add +2.5% 9,813 $1.2M
AlphaCore Capital LLC 0.04% Add +65.9% 9,810 $1.2M
OneAscent Financial Services LLC 0.08% Reduce -1.7% 9,804 $1.2M
Pines Wealth Management, LLC 0.41% Reduce -1.4% 9,797 $1.2M
Kavar Capital Partners Group, LLC 0.16% Add +1.0% 9,795 $1.2M
Haverford Trust Co 0.01% Reduce -4.8% 9,707 $1.2M
West Family Investments, Inc. 0.27% Add +16.3% 9,668 $1.2M
Corundum Group, Inc. 0.49% Reduce -0.3% 9,646 $1.2M
First National Advisers, LLC 0.16% Add +2.8% 9,603 $1.2M
EverSource Wealth Advisors, LLC 0.05% Add +3.7% 9,559 $1.2M
Abacus Planning Group, Inc. 0.16% Reduce -1.8% 9,546 $1.2M
Kellett Wealth Advisors, LLC 0.71% Add +0.0% 9,518 $1.2M
Syon Capital LLC 0.06% Add +29.6% 9,469 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.6% 9,452 $1.2M
Sculati Wealth Management, LLC 0.41% Add +8.1% 9,430 $1.2M
Danske Bank A/S 0.00% Add +3.3% 9,387 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -2.3% 9,384 $1.2M
Sollinda Capital Management LLC 0.32% Reduce -0.7% 9,345 $1.2M
Journey Strategic Wealth LLC 0.03% Add +12.5% 9,326 $1.2M
Peoples Financial Services Corp. 0.52% Reduce -0.0% 9,311 $1.2M
Journey Advisory Group, LLC 0.08% Reduce -1.2% 9,265 $1.1M
Horizon Financial Services, LLC 0.55% Add +16.1% 9,260 $1.1M
Keynote Financial Services LLC 0.70% No change 9,254 $1.1M
Field & Main Bank 0.34% Add +1.3% 9,233 $1.1M
Verity Asset Management, Inc. 0.37% Reduce -5.8% 9,210 $1.1M
Ransom Advisory, Ltd 0.51% Reduce -6.5% 9,195 $1.1M
Elm Partners Management LLC 0.06% Add +0.4% 9,171 $1.1M
Crowley Wealth Management, Inc. 0.90% Add +5.6% 9,166 $1.1M
Nepsis Inc. 0.36% Reduce -17.1% 9,164 $1.1M
Stableford Capital II LLC 0.41% Add +0.5% 9,161 $1.1M
KCM Investment Advisors LLC 0.04% Add +3.1% 9,141 $1.1M
AlphaQuest LLC 0.07% Reduce -27.9% 9,127 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.5% 9,085 $1.1M
BCS Private Wealth Management, Inc. 0.40% Add +0.8% 9,045 $1.1M
JBR Co Financial Management Inc 0.47% Reduce -0.3% 9,036 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +40.9% 9,028 $1.1M
Kanawha Capital Management LLC 0.08% Add +20.5% 9,022 $1.1M
First Dallas Securities Inc. 0.42% No change 9,018 $1.1M
First National Corp. /Ma/ 0.21% Reduce -11.4% 9,111 $1.1M
Western Wealth Management, LLC 0.06% Reduce -0.7% 8,847 $1.1M
Violich Capital Management, Inc. 0.13% No change 8,838 $1.1M
Belpointe Asset Management LLC 0.04% Reduce -5.1% 8,816 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +0.1% 8,756 $1.1M
HM Payson & Co. 0.02% Add +10.5% 8,723 $1.1M
Allred Capital Management, LLC 0.37% Add +1.3% 8,640 $1.1M
Cassaday & Co Wealth Management LLC 0.02% Add +0.7% 8,603 $1.1M
Neville Rodie & Shaw Inc. 0.08% Reduce -0.6% 8,581 $1.1M
Great Valley Advisor Group, Inc. 0.02% Add +1.7% 8,540 $1.1M
Gratus Wealth Advisors, LLC 0.15% Reduce -0.8% 8,530 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.33% Reduce -0.6% 8,527 $1.1M
AA Financial Advisors, LLC 0.21% Add +15.5% 8,522 $1.1M
CX Institutional 0.03% Add +21.6% 8,454 $1.0M
Applied Finance Capital Management, LLC 0.07% New 8,451 $1.0M
Parsons Capital Management Inc. 0.06% No change 8,428 $1.0M
Thrive Wealth Management, LLC 0.16% Add +0.1% 8,410 $1.0M
Rehmann Capital Advisory Group 0.06% Add +6.6% 8,402 $1.0M
Procyon Advisors, LLC 0.06% Reduce -11.9% 8,376 $1.0M
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 8,348 $1.0M
SCS Capital Management LLC 0.01% Reduce -0.6% 8,331 $1.0M
Aviance Capital Partners, LLC 0.12% Add +5.9% 8,323 $1.0M
Dogwood Wealth Management LLC 0.47% Reduce -9.0% 8,301 $1.0M
Checchi Capital Advisers, LLC 0.07% Reduce -7.2% 8,249 $1.0M
Huber Capital Management LLC 0.16% New 8,217 $1.0M
Brian Low Financial Group, LLC 0.79% Add +21.2% 8,206 $1.0M
American National Bank & Trust 0.10% Add +125.6% 8,176 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +12.7% 8,162 $1.0M
First Command Advisory Services, Inc. 0.01% Reduce -6.4% 8,134 $1.0M
Avantax Planning Partners, Inc. 0.03% Reduce -5.6% 8,028 $993K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Add +0.2% 7,987 $988K
Chapin Davis, Inc. 0.24% Add +4.3% 7,980 $988K
Archford Capital Strategies, LLC 0.12% Reduce -0.3% 7,970 $986K
Huntleigh Advisors, Inc. 0.17% Add +0.8% 7,954 $984K
Wulff, Hansen & Co. 0.85% Add +1.4% 7,950 $984K
Baldwin Investment Management, LLC 0.11% Add +6.1% 7,944 $983K
Harbour Trust & Investment Management Co 0.10% Add +2.7% 7,930 $981K
Ancora Advisors LLC 0.02% Reduce -8.3% 7,899 $978K
Intrust Bank NA 0.08% Add +0.0% 7,897 $977K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $976K
Doliver Advisors, LP 0.25% Add +1.3% 7,877 $975K
MIdWestOne Financial Group, Inc. 0.12% Add +1.1% 7,858 $972K
Croban 0.65% New 7,827 $969K
Three Magnolias Financial Advisors, LLC 0.60% Add +0.0% 7,822 $968K
Sawyer & Company, Inc 0.36% Add +6.6% 8,174 $965K
Trust Co of the South 0.16% Add +2.9% 7,773 $962K
Heritage Investors Management Corp. 0.03% Reduce -0.5% 7,759 $960K
Larson Financial Group LLC 0.03% Add +18.0% 7,744 $958K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -9.0% 7,726 $956K
Community Bank of Raymore 0.66% No change 7,690 $952K
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -1.2% 7,672 $949K
West Michigan Advisors, LLC 0.23% Add +2.6% 7,642 $946K
RiverFront Investment Group, LLC 0.02% Add +88.8% 7,641 $946K
Essex Bank 0.21% Reduce -0.1% 7,614 $942K
Fiduciary Group, LLC 0.08% No change 7,596 $940K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +31.1% 7,586 $939K
Blackstone Inc. 0.00% New 7,564 $936K
Intrua Financial, LLC 0.11% Add +42.5% 7,554 $935K
Fidelis Capital Partners, LLC 0.07% Add +15.3% 7,532 $932K
BCS Wealth Management 0.21% Reduce -7.2% 7,516 $930K
Hudson Bay Capital Management LP 0.01% Reduce -93.5% 7,510 $929K
Gradient Investments LLC 0.02% Add +58.3% 7,455 $923K
Cigna Investments Inc. 0.13% Reduce -2.2% 7,433 $920K
HORAN Wealth, LLC 0.14% Add +209.9% 7,404 $916K
VeraBank, N.A. 0.17% Reduce -3.8% 7,388 $914K
Savvy Advisors, Inc. 0.04% Add +29.9% 7,387 $914K
Mayflower Financial Advisors, LLC 0.11% Add +0.6% 7,361 $911K
Sage Mountain Advisors LLC 0.05% Add +101.3% 7,343 $909K
Zacks Investment Management 0.01% Add +1.0% 7,343 $909K
Inspire Advisors, LLC 0.09% Reduce -9.9% 7,333 $907K
Wexford Capital LP 0.27% Reduce -70.5% 7,332 $907K
Atlanta Consulting Group Advisors, LLC 0.22% Add +0.1% 7,324 $906K
Powers Advisory Group, LLC 0.36% Add +8.0% 7,314 $905K
Legacy Financial Advisors, Inc. 0.12% Add +18.0% 7,300 $903K
Ameritas Investment Partners, Inc. 0.03% Reduce -6.2% 7,280 $901K
Bigelow Investment Advisors, LLC 0.36% Reduce -0.6% 7,279 $901K
Pittenger & Anderson Inc. 0.03% No change 7,250 $897K
Arete Wealth Advisors, LLC 0.06% Add +4.8% 7,242 $896K
Cadence Bank 0.05% Reduce -3.5% 7,235 $895K
Revisor Wealth Management LLC 0.31% Reduce -0.2% 7,149 $892K
Wills Financial Group LLC 0.36% Add +4.6% 7,155 $885K
Oak Hill Wealth Advisors, LLC 0.17% Reduce -6.0% 7,147 $884K
FORA Capital, LLC 0.16% New 7,145 $884K
First National Bank & Trust Co. of Newtown 0.17% Reduce -11.3% 7,123 $881K
Albion Financial Group 0.05% Add +0.8% 7,104 $879K
McGrath & Associates, Inc. 1.30% Reduce -1.4% 7,094 $878K
Capital Advisors Inc. 0.01% Add +0.1% 7,023 $869K
MADDEN SECURITIES Corp 0.27% Reduce -2.8% 7,021 $869K
Brighton Jones LLC 0.02% Add +16.1% 7,014 $868K
GW Henssler & Associates Ltd. 0.04% Reduce -24.3% 6,949 $860K
Archer Investment Corp 0.19% Add +0.1% 6,918 $856K
Integrity Alliance, Llc. 0.04% Add +263.3% 6,914 $856K
Kapstone Financial Advisors LLC 0.40% Reduce -3.2% 6,892 $853K
Shepherd Kaplan Krochuk, LLC 0.70% Reduce -13.7% 6,865 $850K
Cannon Financial Strategists, Inc. 0.12% Reduce -11.0% 6,840 $846K
Fisher Asset Management 0.00% Add +19.7% 6,827 $845K
KLCM Advisors, Inc. 0.08% Reduce -5.5% 6,827 $845K
Lantz Financial LLC 0.19% Add +12.9% 6,819 $844K
Manchester Capital Management LLC 0.11% Reduce -0.4% 6,799 $841K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.6% 6,783 $840K
Steph & Co. 0.26% Reduce -15.7% 6,755 $836K
Adapt Wealth Advisors, LLC 0.31% Add +1.6% 6,753 $836K
Gryphon Financial Partners LLC 0.10% Reduce -8.4% 6,743 $834K
Venture Visionary Partners LLC 0.03% Reduce -1.5% 6,742 $834K
Avidian Wealth Enterprises, LLC 0.03% Add +48.5% 6,739 $834K
Challenger Wealth Management 0.65% Reduce -32.0% 6,725 $832K
Hengehold Capital Management LLC 0.07% Add +0.4% 6,715 $831K
Mechanics Financial Corp 0.31% Add +3.6% 6,714 $831K
Carret Asset Management, LLC 0.08% No change 6,688 $828K
Coppell Advisory Solutions LLC 0.09% Add +7.9% 6,730 $826K
Buck Wealth Strategies, LLC 0.11% Reduce -17.6% 6,659 $824K
Persium Advisors, LLC 0.62% Add +4.2% 6,638 $821K
High Net Worth Advisory Group LLC 0.20% Reduce -11.6% 6,633 $821K
Legacy Wealth Asset Management, LLC 0.20% Reduce -0.2% 6,611 $818K
Aprio Wealth Management, LLC 0.08% Add +20.8% 6,609 $818K
Claris Financial LLC 0.46% Add +22.3% 6,598 $816K
Marshall Financial Group, LLC 0.16% Reduce -8.0% 6,579 $814K
Howard Capital Management, LLC 0.01% Add +23.7% 6,577 $814K
San Luis Wealth Advisors LLC 0.15% Add +14.1% 6,553 $811K
International Private Wealth Advisors LLC 0.51% Add +87.5% 6,545 $810K
United Bank 0.10% Reduce -31.4% 6,545 $810K
Sonora Investment Management Group, LLC 0.06% Add +16.1% 6,529 $808K
Sapient Capital LLC 0.01% Add +0.4% 6,556 $805K
Nilsine Partners, LLC 0.07% Add +12.7% 6,479 $802K
Diligent Investors, LLC 0.20% No change 6,471 $801K
Optimum Investment Advisors 0.32% No change 6,468 $800K
Schmidt P J Investment Management Inc. 0.13% Add +2.0% 6,467 $800K
Stockman Wealth Management, Inc. 0.10% Add +0.6% 6,454 $799K
Cross Staff Investments Inc 0.56% No change 6,449 $798K
Summit Securities Group LLC 0.26% Add +1131.5% 6,441 $797K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.6% 6,428 $795K
Smith Thornton Advisors LLC 0.42% Reduce -1.3% 6,422 $795K
John G Ullman & Associates Inc. 0.11% Reduce -6.3% 6,403 $792K
Dearborn Partners LLC 0.04% No change 6,395 $791K
Centaurus Financial, Inc. 0.04% Add +23.7% 6,389 $791K
AdvisorNet Financial, Inc 0.04% Reduce -3.4% 6,385 $790K
Soltis Investment Advisors LLC 0.05% Add +86.9% 6,355 $786K
3Chopt Investment Partners, LLC 0.18% Reduce -1.2% 6,352 $786K
Edgewood Management LLC 0.00% No change 6,302 $780K
Armstrong Advisory Group, Inc. 0.06% Reduce -0.6% 6,302 $780K
Spinnaker Investment Group, LLC 0.15% Add +140.9% 6,299 $780K
Monument Capital Management 0.19% No change 6,293 $779K
Ascentis Independent Advisors 0.13% Add +3.8% 6,286 $778K
Blake Schutter Theil Wealth Advisors, LLC 0.77% Reduce -0.1% 6,285 $778K
Ables, Iannone, Moore & Associates, Inc. 0.45% Reduce -3.8% 6,275 $777K
Bar Harbor Wealth Management 0.05% Add +26.4% 6,258 $774K
Goepper Burkhardt LLC 0.26% No change 6,252 $774K
Visionary Horizons, LLC 0.43% Reduce -3.2% 6,242 $772K
Paradigm Capital Management, LLC 0.77% Reduce -8.8% 6,234 $771K
Clarion Wealth Managment Partners, LLC 0.76% Add +1.9% 6,219 $770K
Future Financial Wealth Managment LLC 0.48% Reduce -0.2% 6,192 $766K
WASHINGTON TRUST Co 0.03% Reduce -10.5% 6,169 $763K
EPG Wealth Management LLC 0.21% Add +6.2% 6,164 $763K
Northwest Bancshares, Inc. 0.13% No change 6,157 $762K
Caldwell Sutter Capital, Inc. 0.33% Reduce -0.5% 6,156 $762K
United Bank 0.26% Add +0.1% 6,143 $760K
Ameriflex Group, Inc. 0.28% Add +68.5% 6,142 $760K
Cyndeo Wealth Partners, LLC 0.04% Add +11.0% 6,141 $760K
Financial Management Professionals, Inc. 0.08% Add +0.5% 6,130 $759K
McDaniel Terry & Co. 0.06% Add +0.6% 6,128 $758K
Parkside Financial Bank & Trust 0.06% Add +2.6% 6,111 $756K
Calton & Associates, Inc. 0.11% Add +4.3% 6,096 $754K
Crescent Sterling, Ltd. 0.79% Reduce -4.1% 6,093 $754K
Corsicana & Co. 0.42% — 6,084 $753K
Bearing Point Capital, LLC 0.13% Reduce -4.7% 6,076 $752K
Mitchell Sinkler & Starr 0.34% No change 6,051 $749K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.5% 6,050 $749K
Finward Bancorp 0.57% Reduce -3.2% 6,048 $748K
Cidel Asset Management Inc. 0.04% No change 6,048 $748K
SG Americas Securities, LLC 0.00% Reduce -97.5% 6,042 $748K
Aegis Wealth Management LLC 0.40% Add +4.7% 6,043 $748K
Optas, LLC 0.13% Add +4.5% 6,040 $747K
Bank of New Hampshire 0.17% No change 6,035 $747K
Hills Bank & Trust Co 0.04% Reduce -0.1% 6,034 $747K
Waters Parkerson & Co., LLC 0.04% No change 6,022 $745K
Wealth Management Associates, Inc. 0.26% Reduce -7.7% 6,013 $744K
Whittier Trust Co. 0.01% Reduce -5.3% 6,014 $743K
Supplemental Annuity Collective Trust of NJ 0.20% No change 6,000 $743K
NWF Advisory Services Inc. 0.08% Reduce -4.4% 5,996 $742K
Glen Eagle Advisors, LLC 0.10% Reduce -1.3% 5,980 $740K
Aspen Wealth Strategies, LLC 0.41% Add +2.7% 5,971 $739K
NewEdge Wealth, LLC 0.01% Add +23.8% 5,966 $738K
Kovack Advisors, Inc. 0.07% Reduce -28.4% 5,949 $736K
Arkos Global Advisors 0.09% Add +56.7% 5,923 $733K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.3% 5,911 $732K
Verus Capital Partners, LLC 0.06% Add +8.3% 5,903 $731K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,866 $725K
Wellington Shields & Co., LLC 0.19% No change 5,831 $722K
Cornerstone Advisory, LLC 0.07% Add +1.1% 5,814 $719K
Vista Investment Partners Ii, LLC 0.33% Reduce -0.1% 5,769 $714K
Moody National Bank Trust Division 0.06% Reduce -7.6% 5,742 $711K
Ameritas Advisory Services, LLC 0.05% Reduce -65.6% 5,738 $710K
Monetary Management Group Inc. 0.16% No change 5,733 $709K
Guyasuta Investment Advisors Inc. 0.04% No change 5,729 $709K
Eastern Bank 0.01% Reduce -2.7% 5,725 $708K
Garrett Wealth Advisory Group, LLC 0.14% Add +0.8% 5,716 $707K
SBI Securities Co., Ltd. 0.02% Add +1.9% 5,716 $707K
Ashton Thomas Securities, LLC 0.10% Reduce -3.3% 5,709 $706K
E&G Advisors, LLC 0.16% Add +1.9% 5,705 $706K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +5.1% 5,705 $706K
MJP Associates Inc. 0.09% Add +13.6% 5,700 $705K
Vestmark Advisory Solutions, Inc. 0.01% Add +71.7% 5,680 $703K
Finivi Inc. 0.45% Reduce -0.1% 5,669 $702K
Bridges Investment Management Inc. 0.01% Reduce -1.5% 5,650 $699K
Kuhn & Co Investment Counsel 0.55% Reduce -0.6% 5,645 $699K
Independence Bank of Kentucky 0.09% Reduce -2.0% 5,642 $698K
Pitcairn Co. 0.05% Reduce -6.6% 5,598 $693K
Retirement Planning Co of New England, Inc. 0.28% Add +2.1% 5,597 $693K
CoreCap Advisors, LLC 0.03% Add +9.3% 5,580 $691K
XML Financial, LLC 0.06% No change 5,576 $690K
Personal Cfo Solutions, LLC 0.12% Add +2.9% 5,563 $688K
Spinnaker Trust 0.04% No change 5,551 $687K
Two Sigma Securities, LLC 0.10% New 5,543 $686K
Bowen Hanes & Co. Inc. 0.02% No change 5,543 $686K
Palogic Value Management, L.P. 0.29% No change 5,537 $685K
Apella Capital, LLC 0.02% Add +2.7% 5,360 $683K
Main Street Financial Solutions, LLC 0.04% Reduce -13.9% 5,515 $682K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.1% 5,501 $681K
Silverlake Wealth Management LLC 0.17% Reduce -0.9% 5,496 $680K
Edge Financial Advisors LLC 0.30% Add +0.3% 5,486 $679K
Nwam LLC 0.04% Reduce -7.1% 5,265 $676K
Members Trust Co 0.02% Reduce -0.4% 5,462 $676K
Tudor Financial Inc. 0.36% Add +0.1% 5,449 $674K
WESPAC Advisors, LLC 0.39% Reduce -2.9% 5,445 $674K
Hendershot Investments Inc. 0.08% No change 5,444 $674K
Apexium Financial, LP 0.03% Add +1.1% 5,429 $672K
MBA Advisors LLC 0.29% Add +3.3% 5,428 $672K
JFS Wealth Advisors, LLC 0.04% Add +6.1% 5,428 $672K
Quest 10 Wealth Builders, Inc. 0.62% Reduce -2.5% 5,413 $670K
Catalyst Financial Partners LLC 0.08% Add +2.3% 5,405 $669K
Octavia Wealth Advisors, LLC 0.07% Add +42.0% 5,400 $668K
First Financial Group Corp 0.58% Reduce -3.8% 5,379 $666K
Capital Square, LLC 0.34% Add +12.6% 5,369 $664K
Alpha Cubed Investments, LLC 0.02% Reduce -2.7% 5,365 $664K
Headinvest, LLC 0.14% Add +1.4% 5,352 $662K
BCGM Wealth Management, LLC 0.17% Add +0.2% 5,341 $661K
Register Financial Advisors LLC 0.26% Add +0.0% 5,315 $658K
NBT Bank, N.A. 0.04% Add +0.1% 5,315 $658K
Capital Analysts, LLC 0.02% Reduce -0.4% 5,310 $657K
Vista Cima Wealth Management LLC 0.55% New 5,308 $657K
Avestar Capital, LLC 0.05% Reduce -12.2% 5,279 $653K
PBMares Wealth Management LLC 0.11% Add +1.0% 5,270 $652K
Crewe Advisors LLC 0.06% Add +0.9% 5,247 $649K
Calamos Wealth Management LLC 0.02% Add +93.6% 5,230 $647K
Bridgewater Advisors Inc. 0.04% Reduce -0.6% 5,599 $646K
St. Louis Trust Co 0.08% No change 5,207 $644K
Agate Pass Investment Management, LLC 0.24% Reduce -1.9% 5,197 $643K
Keel Point, LLC 0.04% Add +9.9% 5,195 $643K
City National Bank of Florida 0.42% Add +17.6% 5,185 $642K
CVA Family Office, LLC 0.08% Add +0.4% 5,170 $640K
Wilkins Investment Counsel Inc. 0.09% Add +6.2% 5,169 $640K
Aspen Investment Management Inc 0.25% Reduce -3.0% 5,161 $639K
Cordatus Wealth Management LLC 0.15% Add +0.6% 5,162 $639K
Crews Bank & Trust 0.09% Add +2.3% 5,146 $637K
Busey Bank 0.02% Add +4.2% 5,144 $637K
Bill Few Associates, Inc. 0.16% Add +0.2% 5,113 $633K
Probity Advisors, Inc. 0.10% Reduce -1.2% 5,112 $633K
Petra Financial Advisors Inc. 0.37% Add +0.2% 5,088 $630K
Diversify Advisory Services, LLC 0.02% Reduce -3.3% 5,091 $630K
Childress Capital Advisors, LLC 0.11% Add +10.7% 5,055 $626K
SeaCrest Wealth Management, LLC 0.07% Reduce -1.5% 4,995 $626K
Pettinga Financial Advisors LLC 0.12% No change 5,050 $625K
First Financial Bank - Trust Division 0.05% Add +6.8% 5,049 $625K
Cypress Wealth Services, LLC 0.10% Add +1.6% 5,048 $625K
Sierra Summit Advisors LLC 0.10% Add +1.5% 5,038 $623K
WealthPlan Investment Management, LLC 0.04% Add +1.4% 5,012 $620K
Grey Ledge Advisors, LLC 0.14% Reduce -1.0% 5,008 $620K
Broyhill Asset Management, LLC 0.54% No change 5,003 $619K
Rithm Capital Corp. 1.57% No change 5,000 $619K
Premier Path Wealth Partners, LLC 0.08% Add +6.2% 4,988 $617K
Code Waechter LLC 0.40% Add +0.6% 4,821 $616K
Adirondack Trust Co. 0.21% Add +22.5% 4,977 $616K
Spire Wealth Management 0.02% Reduce -9.1% 4,969 $615K
Venturi Wealth Management, LLC 0.03% Add +3.0% 4,957 $613K
Grant Private Wealth Management Inc 0.38% Reduce -79.7% 4,955 $613K
RB Capital Management, LLC 0.13% Reduce -3.1% 4,953 $613K
Roundview Capital LLC 0.04% No change 4,915 $608K
Financial Security Advisor, Inc. 0.13% Add +0.3% 4,897 $606K
Southeast Asset Advisors, LLC 0.07% Reduce -0.6% 4,889 $605K
Investment Advisory Services Inc. /TX 0.19% Reduce -12.6% 4,883 $604K
Waterloo Capital, L.P. 0.04% Add +3.4% 4,878 $604K
Flputnam Investment Management Co. 0.01% Add +0.9% 4,866 $602K
Roberts Glore & Co. Inc. 0.16% Add +0.0% 4,866 $602K
McKinley Carter Wealth Services, Inc. 0.03% Add +2.1% 4,861 $601K
Tyche Wealth Partners LLC 0.11% Reduce -0.6% 4,858 $601K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.5% 4,858 $601K
Costello Asset Management, INC 0.20% Reduce -0.8% 4,857 $601K
Walker Asset Management, LLC 0.34% Add +0.8% 4,850 $600K
Sunbelt Securities, Inc. 0.04% Add +3.1% 4,840 $599K
Baker Avenue Asset Management, LP 0.01% Add +9.3% 4,817 $596K
Wolff Financial Management LLC 0.14% Reduce -0.3% 4,810 $595K
HHM Wealth Advisors, LLC 0.07% Reduce -0.8% 4,796 $594K
Southland Equity Partners LLC 0.12% Add +9.4% 4,793 $593K
XTX Topco Ltd 0.03% Add +141.3% 4,785 $592K
TruWealth Advisors, LLC 0.03% New 4,783 $592K
Hudock, Inc. 0.09% Reduce -4.3% 4,762 $589K
Joel Isaacson & Co., LLC 0.02% Reduce -5.2% 4,739 $586K
2UniFi Bank 0.29% Add +12.5% 4,737 $586K
Strategies Wealth Advisors, LLC 0.06% Add +9.6% 4,723 $584K
Trust Point Inc. 0.05% Reduce -1.6% 4,707 $582K
Traphagen Investment Advisors LLC 0.05% Add +2.7% 4,689 $580K
GeoWealth Management, LLC 0.02% Add +122.2% 4,681 $579K
Asset Advisors Investment Management, LLC 0.05% No change 4,673 $578K
Radnor Capital Management, LLC 0.09% No change 4,670 $578K
Blue Fin Capital, Inc. 0.09% Reduce -2.1% 4,669 $578K
Marathon Strategic Advisors, LLC 0.46% New 4,666 $577K
Bard Financial Services, Inc. 0.06% No change 4,655 $576K
Pinnacle West Asset Management, Inc. 0.37% Add +0.4% 4,655 $576K
Northstar Advisory Group, LLC 0.23% Reduce -2.8% 4,644 $575K
Oakworth Capital, Inc. 0.03% Reduce -3.1% 4,638 $574K
Hudson Value Partners, LLC 0.18% Reduce -8.2% 4,625 $572K
Flagship Harbor Advisors, LLC 0.02% Add +31.4% 4,625 $572K
Evergreen Capital Management LLC 0.01% Add +20.1% 4,615 $571K
Princeton Capital Management LLC 0.15% Add +0.1% 4,602 $570K
Washington Capital Management, Inc. 0.41% Reduce -6.8% 4,595 $569K
Novak & Powell Financial Services, Inc. 0.30% Add +0.1% 4,584 $567K
Accurate Wealth Management, LLC 0.08% Reduce -1.1% 4,413 $564K
PFG Advisors 0.02% Add +0.3% 4,556 $564K
Golden State Wealth Management, LLC 0.06% Reduce -0.9% 4,555 $564K
O'ROURKE & COMPANY, Inc 0.24% Add +0.2% 4,551 $563K
Doheny Asset Management 0.36% No change 4,553 $563K
Virtu Financial LLC 0.03% New 4,543 $562K
Greatmark Investment Partners, Inc. 0.07% Reduce -1.6% 4,516 $559K
Resurgent Financial Advisors LLC 0.27% Reduce -11.6% 4,511 $558K
Shell Asset Management Co. 0.06% Add +4.8% 4,513 $558K
Patton Albertson Miller Group, LLC 0.07% Reduce -6.5% 4,505 $557K
Argus Investors' Counsel, Inc. 0.44% Reduce -0.1% 4,486 $555K
Level Wealth Management LLC 0.29% Add +0.0% 4,480 $554K
Hummer Financial Advisory Services Inc 0.40% No change 4,474 $554K
Citizens Business Bank 0.09% Reduce -0.3% 4,469 $553K
Beese Fulmer Investment Management, Inc. 0.04% No change 4,445 $550K
Salomon & Ludwin, LLC 0.05% Add +4.8% 4,452 $550K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.6% 4,439 $549K
Evoke Wealth, LLC 0.01% Add +52.9% 4,433 $549K
Bank of Hawaii 0.03% No change 4,418 $547K
Freestone Capital Holdings, LLC 0.02% Add +31.1% 4,418 $547K
Hodges Capital Management Inc. 0.05% No change 4,373 $541K
KPP Advisory Services LLC 0.08% Reduce -12.4% 4,367 $540K
New Republic Capital, LLC 0.17% Reduce -1.0% 4,359 $539K
TBH Global Asset Management, LLC 0.11% Reduce -2.4% 4,355 $539K
Destination Wealth Management 0.01% Add +2.4% 4,347 $538K
Steigerwald, Gordon & Koch Inc. 0.05% Add +1.5% 4,340 $537K
D.B. Root & Company, LLC 0.14% Add +1.1% 4,338 $537K
Fulton Breakefield Broenniman LLC 0.03% Reduce -4.8% 4,337 $537K
Uptick Partners, LLC 0.14% Add +19.6% 4,265 $528K
LVM Capital Management Ltd. 0.05% Reduce -0.7% 4,248 $526K
Gateway Investment Advisers LLC 0.01% Reduce -5.0% 4,241 $525K
St Germain D J Co. Inc. 0.02% Reduce -0.7% 4,241 $525K
WBH Advisory Inc. 0.04% Add +4.4% 4,241 $525K
LBMC Investment Advisors, LLC 0.03% Add +30.6% 4,235 $524K
Nicolet Advisory Services, LLC 0.04% Add +1.4% 4,170 $524K
Rogco, LP 0.18% Add +6.0% 4,224 $523K
Trueblood Wealth Management, LLC 0.20% Add +0.1% 4,220 $522K
Allegheny Financial Group 0.10% Reduce -0.4% 4,214 $522K
Meridian Investment Counsel Inc. 0.13% No change 4,190 $519K
Saxony Capital Management, LLC 0.34% Add +0.0% 4,187 $518K
Associated Banc-Corp 0.01% Reduce -3.4% 4,185 $518K
Investment Partners Asset Management, Inc. 0.34% No change 4,178 $517K
Douglas Lane & Associates, LLC 0.01% Reduce -1.2% 4,174 $517K
PDS Planning, Inc 0.04% Add +4.2% 4,156 $514K
Park Edge Advisors, LLC 0.12% New 4,153 $514K
Truvestments Capital LLC 0.09% Add +2.6% 4,133 $512K
CMG Global Holdings, LLC 0.25% No change 3,960 $510K
Fairfield, Bush & Co. 0.26% Add +10.2% 4,114 $509K
Diversify Wealth Management, LLC 0.03% Reduce -2.3% 4,095 $506K
Ontario Teachers Pension Plan Board 0.01% Reduce -70.3% 4,085 $506K
McCollum Christoferson Group LLC 0.14% New 4,079 $505K
Holocene Advisors, LP 0.00% Reduce -93.7% 4,074 $504K
Blueshift Asset Management, LLC 0.16% Reduce -2.0% 4,069 $504K
BXM Wealth LLC 0.48% Add +46.4% 4,065 $503K
Knollwood Investment Advisory, LLC 0.05% Reduce -2.1% 4,055 $502K
Firethorn Wealth Partners, LLC 0.20% Add +0.5% 4,051 $501K
Pinnacle Wealth Management Group, Inc. 0.26% No change 4,048 $501K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +10.2% 4,048 $501K
Waddell & Associates, LLC 0.04% Add +9.3% 4,015 $497K
One Capital Management, LLC 0.02% No change 4,011 $496K
Bayforest Capital Ltd 0.24% Add +48.2% 4,004 $495K
Brass Tax Wealth Management, Inc. 0.08% Add +5.8% 3,994 $494K
Westmount Partners, LLC 0.13% Reduce -0.6% 4,034 $494K
Peak Financial Advisors LLC 0.24% Add +4.2% 3,983 $493K
Bryn Mawr Trust Advisors, LLC 0.02% Add +7.3% 3,982 $493K
Tiemann Investment Advisors, LLC 0.19% No change 3,940 $488K
McDonough Capital Management, Inc 0.24% Reduce -5.1% 3,929 $486K
Marotta Asset Management 0.09% Add +0.0% 3,965 $485K
Lantern Wealth Advisors, LLC 0.25% No change 3,920 $485K
Fulcrum Equity Management 0.49% Add +0.7% 3,919 $485K
Lafayette Investments, Inc. 0.09% Add +0.3% 3,914 $484K
Almanack Investment Partners, LLC. 0.07% Reduce -28.7% 3,902 $483K
Quent Capital, LLC 0.04% Add +4.1% 3,902 $483K
Alta Advisers Ltd 0.15% No change 3,900 $483K
Alliance Wealth Advisors, LLC 0.11% Reduce -0.1% 3,889 $481K
L2 Asset Management, LLC 0.07% Add +11.7% 3,884 $481K
Koshinski Asset Management, Inc. 0.03% New 3,882 $480K
Breakwater Capital Group 0.07% No change 3,880 $480K
Park Place Capital Corp 0.10% Add +1.5% 3,871 $479K
Wendell David Associates Inc. 0.05% No change 3,873 $479K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -4.5% 3,867 $479K
Interchange Capital Partners, LLC 0.09% Add +31.7% 3,858 $477K
TrueWealth Advisors, LLC 0.13% Add +69.9% 3,849 $476K
NCM Capital Management, LLC 0.18% No change 3,831 $474K
Quotient Wealth Partners, LLC 0.01% Add +9.6% 3,831 $474K
Indie Asset Partners, LLC 0.63% New 3,819 $473K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.8% 3,818 $472K
Americana Partners, LLC 0.01% Reduce -8.1% 3,817 $472K
Conning Inc. 0.02% No change 3,809 $471K
Garner Asset Management Corp 0.19% Add +5.6% 3,795 $470K
Wright Investors Service Inc. 0.14% Reduce -5.7% 3,771 $467K
King Wealth Management Group 0.06% Reduce -0.2% 3,766 $466K
Live Oak Investment Partners 0.31% Add +25.9% 3,765 $466K
Financial Advisors Network, Inc. 0.07% Add +4.8% 3,763 $466K
Mayfair Advisory Group, LLC 0.20% No change 3,760 $465K
Sawgrass Asset Management LLC 0.06% Add +18.5% 3,754 $465K
Krilogy Financial LLC 0.02% New 3,751 $464K
FWG Holdings, LLC 0.20% Add +37.0% 3,729 $463K
Denali Advisors LLC 0.05% New 3,732 $462K
Aspen Grove Capital, LLC 0.08% Reduce -10.1% 3,722 $461K
Objectivity Squared, LLC 0.27% Add +0.1% 3,722 $461K
Beacon Capital Management, LLC 0.07% Reduce -0.7% 3,699 $458K
Absher Wealth Management, LLC 0.05% No change 3,689 $457K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.4% 3,683 $456K
Harold Davidson & Associates Inc. 0.21% Add +24.3% 3,674 $455K
Broadwater Capital Management LLC 0.33% Reduce -99.2% 3,666 $454K
Genesis Private Wealth, LLC 0.19% Reduce -1.9% 3,655 $452K
Am Investment Strategies LLC 0.10% Add +0.9% 3,650 $452K
Xcel Wealth Management, LLC 0.12% No change 3,647 $451K
First Western Trust Bank 0.02% Reduce -0.4% 3,637 $450K
Birchcreek Wealth Management, LLC 0.23% No change 3,635 $450K
Campion Asset Management 0.32% Reduce -4.9% 3,629 $449K
Lake Street Private Wealth, LLC 0.06% Reduce -2.7% 3,617 $448K
Baron Wealth Management LLC 0.15% Add +13.1% 3,616 $447K
Brandywine Oak Private Wealth LLC 0.04% Reduce -4.0% 3,611 $447K
Quad-Cities Investment Group, LLC 0.19% Add +0.2% 3,609 $447K
Mosaic Family Wealth Partners, LLC 0.05% Add +10.7% 3,634 $446K
Bayesian Capital Management, LP 0.09% New 3,600 $446K
Focused Wealth Management, Inc 0.05% Add +94.0% 3,597 $445K
Landscape Capital Management, L.L.C. 0.03% Reduce -76.3% 3,596 $445K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +22.8% 3,595 $445K
TRUE Private Wealth Advisors 0.05% Add +0.2% 3,578 $443K
FLC Capital Advisors 0.09% No change 3,575 $442K
Uncommon Cents Investing LLC 0.11% Add +4.7% 3,569 $442K
Redhawk Wealth Advisors, Inc. 0.05% Add +68.5% 3,568 $442K
Patriot Investment Management Group, Inc. 0.03% Reduce -0.9% 3,567 $441K
Verum Partners LLC 0.09% Reduce -12.7% 3,561 $441K
Grove Bank & Trust 0.05% No change 3,542 $438K
Good Steward Wealth Advisors,LLC 0.30% Reduce -25.3% 3,540 $438K
Fiera Capital Corp 0.00% No change 3,526 $436K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +9.5% 3,523 $436K
Sandbox Financial Partners, LLC 0.12% Add +1.5% 3,523 $436K
Verus Financial Partners, Inc. 0.04% Reduce -0.9% 3,517 $435K
Alliance Wealth Advisors, LLC 0.22% Reduce -0.1% 3,510 $434K
Drive Wealth Management, LLC 0.09% Add +10.5% 3,492 $432K
RKL Wealth Management LLC 0.04% Add +0.0% 3,488 $432K
Bedel Financial Consulting, Inc. 0.06% Reduce -13.3% 3,485 $431K
Accel Wealth Management 0.13% Add +7.2% 3,475 $430K
YANKCOM Partnership 0.19% Add +1.0% 3,468 $429K
CRA Financial Services, LLC 0.06% Add +2.7% 3,467 $429K
John Boyer, Inc. 0.43% — 3,461 $428K
Relyea Zuckerberg Hanson LLC 0.04% Add +1.3% 3,456 $428K
Marietta Investment Partners LLC 0.08% Reduce -3.9% 3,443 $426K
Asset Planning,Inc 0.31% Add +0.2% 3,443 $426K
Connable Office Inc. 0.04% Add +24.4% 3,441 $426K
Asset Dedication, LLC 0.03% Add +4.1% 3,441 $426K
Aldebaran Financial Inc. 0.43% Reduce -2.8% 3,435 $425K
Cape Investment Advisory, Inc. 0.42% Reduce -57.0% 3,430 $424K
USA Financial Formulas 0.07% Reduce -66.7% 3,430 $424K
North Star Investment Management Corp. 0.03% Add +7.4% 3,427 $424K
Secure Asset Management, LLC 0.07% Add +0.4% 3,453 $423K
Atlas Wealth Partners, LLC 0.43% Add +7.9% 3,407 $422K
Certuity, LLC 0.03% Reduce -3.5% 3,393 $420K
Engineers Gate Manager LP 0.00% Reduce -73.2% 3,392 $420K
Davis R M Inc. 0.01% Reduce -23.2% 3,390 $420K
Beacon Investment Advisors LLC 0.17% Add +0.5% 3,384 $419K
OMC Financial Services LTD 0.16% Add +0.1% 3,385 $419K
Hantz Financial Services, Inc. 0.01% Add +49.3% 3,381 $418K
Perpetual Ltd 0.01% Reduce -46.1% 3,363 $416K
Holistic Financial Partners 0.17% Add +0.5% 3,358 $416K
Mindset Wealth Management, LLC 0.11% Reduce -5.6% 3,350 $415K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -2.4% 3,346 $414K
Commonwealth Financial Services, LLC 0.07% Add +1.1% 3,342 $414K
Aspiriant, LLC 0.01% Reduce -1.8% 3,341 $414K
Duncker Streett & Co. Inc. 0.07% Add +1.5% 3,315 $410K
Fiduciary Financial Group, LLC 0.06% Add +7.8% 3,309 $409K
Baron Silver Stevens Financial Advisors, LLC 0.06% Add +4.1% 3,306 $409K
Opal Wealth Advisors, LLC 0.11% Reduce -0.4% 3,294 $408K
Banco Santander, S.A. 0.00% Add +34.4% 3,288 $407K
Cladis Investment Advisory, LLC 0.23% No change 3,287 $407K
Muirfield Wealth Advisors LLC 0.30% Reduce -2.7% 3,272 $405K
Cooper Financial Group 0.04% Add +21.8% 3,264 $404K
MWA Asset Management 0.22% No change 3,253 $403K
First Business Financial Services, Inc. 0.04% Reduce -2.7% 3,248 $402K
CVFG LLC 0.29% Add +0.8% 3,241 $401K
Pine Harbor Wealth Management, LLC 0.13% Add +0.1% 3,239 $401K
Timonier Family Office, LTD. 0.13% Add +0.0% 3,238 $401K
Latitude Advisors, LLC 0.18% Reduce -3.0% 3,228 $399K
Meriwether Wealth & Planning, LLC 0.23% Reduce -3.1% 3,225 $399K
L.M. Kohn & Company 0.48% Reduce -51.9% 3,225 $399K
William B. Walkup & Associates, Inc. 0.21% Reduce -0.1% 3,224 $399K
Boston Trust Walden Corp 0.00% Add +10.3% 3,218 $398K
Jackson Wealth Management, LLC 0.04% Add +5.6% 3,214 $398K
Cim Investment Management Inc. 0.11% Reduce -50.6% 3,215 $398K
Capital Asset Advisory Services LLC 0.02% Reduce -8.1% 3,214 $398K
Charles Schwab Trust Co 0.03% Reduce -29.3% 3,212 $397K
CWS Financial Advisors, LLC 0.11% Add +5.0% 3,202 $396K
Kathmere Capital Management, LLC 0.03% Add +17.5% 3,201 $396K
Fourth Dimension Wealth, LLC 0.15% Add +137.8% 3,191 $395K
Fairvoy Private Wealth, LLC 0.09% Reduce -4.5% 3,188 $395K
Choate Investment Advisors 0.01% Reduce -26.4% 3,176 $393K
First Citizens Financial Corp 0.19% No change 3,172 $393K
CNB Bank 0.16% Add +7.0% 3,169 $392K
Beaton Management Co. Inc. 0.18% No change 3,171 $392K
Signal Advisors Wealth, LLC 0.04% Reduce -59.0% 3,168 $392K
44 Wealth Management LLC 0.13% No change 3,167 $392K
Onyx Bridge Wealth Group LLC 0.04% Add +12.9% 3,167 $392K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 3,164 $392K
BKM Wealth Management, LLC 0.14% No change 3,163 $391K
Marathon Capital Management 0.09% Reduce -0.3% 3,162 $391K
Cannell & Spears LLC 0.01% Add +1.4% 3,157 $391K
Avior Wealth Management, LLC 0.01% Reduce -5.0% 3,152 $390K
Fagan Associates, Inc. 0.05% No change 3,150 $390K
Channel Wealth LLC 0.10% Add +0.7% 3,139 $389K
Summit Asset Management, LLC 0.06% Reduce -1.1% 3,139 $388K
Market Street Wealth Management Advisors LLC 0.06% Add +1.4% 3,121 $386K
Transcend Capital Advisors, LLC 0.03% Add +3.6% 3,119 $386K
Norris Perne & French LLP 0.03% No change 3,116 $386K
West Paces Advisors Inc. 0.08% Reduce -1.1% 3,105 $384K
Westhampton Capital, LLC 0.19% No change 3,097 $383K
MCF Advisors LLC 0.02% Add +1.3% 3,096 $383K
Syntegra Private Wealth Group, LLC 0.04% Reduce -4.1% 3,086 $382K
Means Investment Co., Inc. 0.03% Reduce -2.0% 3,079 $381K
Capital Advisors Wealth Management, LLC 0.05% Add +18.6% 3,068 $380K
Waycross Partners, LLC 0.03% No change 3,061 $379K
LSP Investment Advisors, LLC 0.23% No change 3,060 $379K
Wimmer Associates 1, LLC 0.18% No change 3,056 $378K
Sittner & Nelson, LLC 0.14% No change 3,051 $378K
Exchange Bank 0.26% No change 3,045 $377K
Baker Boyer National Bank 0.13% Reduce -4.3% 3,042 $376K
Charter Capital Management, LLC\DE 0.20% No change 3,042 $376K
Rosenberg Matthew Hamilton 0.08% No change 3,040 $376K
Bestgate Wealth Advisors, LLC 0.66% Reduce -4.9% 3,040 $376K
Cascade Investment Group, Inc. 0.25% Add +1.0% 3,039 $376K
First Heartland Consultants, Inc. 0.03% Add +1.3% 3,038 $376K
Novem Group 0.04% Add +0.2% 3,034 $375K
Berkshire Asset Management LLC 0.02% Add +4.8% 3,030 $375K
Moss Adams Wealth Advisors LLC 0.03% Add +0.6% 3,028 $375K
May Hill Capital, LLC 0.11% Add +4.9% 3,022 $374K
Heartwood Wealth Advisors LLC 0.03% No change 3,021 $374K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.25% Add +0.3% 3,021 $373K
JB Capital LLC 0.02% Reduce -1.1% 3,011 $373K
Texas Bank & Trust Co 0.14% Reduce -2.4% 3,008 $372K
Enterprise Financial Services Corp 0.19% Reduce -4.1% 3,002 $371K
Walter Public Investments Inc. 0.06% No change 3,000 $371K
Centurion Wealth Management LLC 0.08% No change 2,991 $370K
Acorn Financial Advisory Services Inc. 0.06% Reduce -1.8% 2,986 $369K
CFO4Life Group, LLC 0.05% Reduce -0.6% 2,979 $369K
Clear Creek Financial Management, LLC 0.03% Add +26.9% 2,978 $369K
D'Orazio & Associates, Inc. 0.05% Add +9.2% 2,970 $368K
Acorns Advisers, LLC 0.00% Add +19.9% 2,955 $366K
MKT Advisors LLC 0.14% Reduce -5.6% 2,988 $366K
Beirne Wealth Consulting Services, LLC 0.09% Add +16.3% 2,953 $366K
Revolve Wealth Partners, LLC 0.04% Add +4.1% 2,953 $365K
Lloyd Advisory Services, LLC. 0.17% Add +19.3% 2,944 $364K
Blackston Financial Advisory Group, LLC 0.22% Reduce -2.2% 2,939 $364K
Van Strum & Towne Inc. 0.11% No change 2,939 $364K
Financial Symmetry Inc 0.16% Add +1.8% 2,939 $364K
Chiron Capital Management, LLC 0.31% Reduce -21.4% 2,924 $362K
Resonant Capital Advisors, LLC 0.02% Add +41.6% 2,922 $362K
Central Bank & Trust Co. 0.06% No change 2,922 $362K
Sequent Asset Management, LLC 0.17% No change 2,918 $361K
New Hampshire Trust 0.07% Reduce -7.3% 2,897 $359K
Magnolia Capital Advisors LLC 0.09% Reduce -5.9% 2,889 $357K
Richardson Financial Services Inc. 0.22% Add +10.7% 2,882 $357K
Shayne & Jacobs, LLC 0.11% Reduce -0.7% 2,882 $357K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.2% 2,872 $355K
Uniting Wealth Partners, LLC 0.08% Add +44.4% 2,869 $355K
1900 Wealth Management LLC 0.02% Add +30.0% 2,973 $355K
Adams Wealth Management 0.08% Reduce -13.8% 2,865 $355K
CacheTech Inc. 0.07% Reduce -13.8% 2,865 $355K
Prostatis Group LLC 0.09% Reduce -3.5% 2,860 $354K
Smith Asset Management Co., LLC 0.30% No change 2,858 $354K
Knuff & Co LLC 0.10% No change 2,858 $354K
Mason & Associates, LLC 0.09% No change 2,995 $353K
Holcombe Financial, Inc. 0.25% No change 2,853 $353K
Investor's Fiduciary Advisor Network, LLC 0.12% No change 2,858 $353K
Alpine Bank Wealth Management 0.05% No change 2,852 $353K
AmeriServ Wealth Advisors 0.18% Reduce -0.7% 2,852 $353K
Triad Wealth Partners, LLC 0.05% Add +30.1% 2,848 $352K
Beverly Hills Private Wealth, LLC 0.06% Reduce -0.5% 2,844 $352K
IFC Advisors LLC 0.06% Reduce -25.9% 2,839 $351K
Wealthcare Capital Partners, LLC 0.16% Add +0.3% 2,829 $350K
Salvus Wealth Management, LLC 0.20% Add +21.0% 2,826 $350K
Leigh Baldwin & Co., LLC 0.20% Add +8.3% 2,824 $350K
NorthStar Asset Management LLC 0.17% Add +0.5% 2,822 $349K
World Equity Group, Inc. 0.08% Reduce -15.1% 2,821 $349K
Legacy Trust 0.07% New 2,820 $349K
Titleist Asset Management, LLC 0.03% Reduce -0.8% 2,813 $348K
Nalls Sherbakoff Group, LLC 0.23% Add +0.6% 2,811 $348K
United Advisor Group, LLC 0.05% Add +21.6% 2,805 $347K
Peachtree Investment Partners, LLC 0.12% Add +0.1% 2,798 $346K
BIP Wealth, LLC 0.02% Add +0.3% 2,797 $346K
Composition Wealth, LLC 0.01% Add +35.4% 2,797 $346K
Forum Financial Management, LP 0.00% Reduce -1.1% 2,794 $346K
Centennial Bank 0.14% Reduce -28.4% 2,791 $345K
Searle & Co. 0.09% Reduce -28.8% 2,786 $345K
Generation Capital Management LLC 0.25% No change 2,785 $345K
Pine Valley Investments Ltd Liability Co 0.02% Add +24.8% 2,777 $344K
Clarius Group, LLC 0.02% Reduce -28.4% 2,775 $343K
Asset Allocation & Management Company, LLC 0.15% No change 2,775 $343K
BayBridge Capital Group, LLC 0.22% Reduce -23.4% 2,766 $342K
Capital Advisory Group Advisory Services, LLC 0.11% Add +47.2% 2,763 $342K
SkyView Investment Advisors, LLC 0.04% Add +0.2% 2,763 $342K
Meadowbrook Wealth Management, LLC 0.36% — 2,761 $342K
Carl P. Sherr & Co., LLC 0.16% Add +1.5% 2,761 $342K
Acadian Asset Management LLC 0.00% Reduce -53.0% 2,761 $341K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -4.8% 2,755 $341K
Elmwood Wealth Management, Inc. 0.12% Add +5.1% 2,753 $341K
Virtue Capital Management, LLC 0.05% Add +483.2% 11,809 $340K
Chelsea Counsel Co. 0.15% Add +1.9% 2,751 $340K
Horizon Investment Services, LLC 0.13% Reduce -0.7% 2,740 $339K
Clearstead Trust, LLC 0.06% No change 2,740 $339K
Private Capital Management, LLC 0.03% No change 2,737 $339K
Indiana Trust & Investment Management Co 0.10% Reduce -4.9% 2,713 $336K
Paradigm Asset Management Co. LLC 0.08% No change 2,700 $334K
Pflug Koory, LLC 0.16% Add +3.0% 2,694 $333K
Midland Wealth Advisors, LLC 0.02% Reduce -11.2% 2,692 $333K
Sather Financial Group Inc 0.02% Add +3.7% 2,686 $332K
Mark Sheptoff Financial Planning, LLC 0.16% Reduce -1.0% 2,685 $332K
Foster Group, Inc. 0.01% Add +3.9% 2,678 $331K
SpringVest Wealth Management LLC 0.24% Reduce -0.6% 2,674 $331K
Quest Investment Management LLC 0.03% Add +0.4% 2,674 $331K
Griffin Asset Management, Inc. 0.04% Add +0.5% 2,672 $331K
Pinnacle Bancorp, Inc. 0.10% Add +29.1% 2,671 $331K
Burney Co./ 0.01% Reduce -16.4% 2,668 $330K
Cravens & Co Advisors, LLC 0.22% Reduce -0.8% 2,662 $329K
Pallas Capital Advisors LLC 0.01% Add +2.6% 2,656 $329K
Terril Brothers, Inc. 0.10% New 2,649 $328K
Oxbow Advisors, LLC 0.03% No change 2,649 $328K
Allegiance Financial Group Advisory Services LLC 0.08% Reduce -33.4% 2,649 $328K
Strata Wealth Advisors, LLC 0.09% Add +51.9% 2,646 $327K
Gilman Hill Asset Management, LLC 0.05% Add +39.6% 2,645 $327K
Flow Traders U.S. LLC 0.01% New 2,639 $327K
Kozak & Associates, Inc. 0.06% Reduce -1.7% 2,611 $327K
Burns J W & Co. Inc. 0.04% Reduce -1.9% 2,641 $327K
Invst, LLC 0.04% Reduce -6.3% 2,632 $326K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -4.7% 2,632 $326K
GreatBanc Trust CO 0.22% — 2,629 $325K
William Allan Corp 0.18% Add +37.5% 2,627 $325K
Rossmore Private Capital 0.04% Add +10.3% 2,622 $324K
Banyan Capital Management, Inc. 0.15% New 2,618 $324K
Partnership Wealth Management, LLC 0.25% No change 2,612 $323K
White Pine Capital LLC 0.09% Add +33.2% 2,603 $322K
Everpar Advisors LLC 0.13% Add +23.6% 2,601 $322K
Wealth Quarterback LLC 0.12% Add +0.5% 2,601 $322K
AlTi Global, Inc. 0.01% Add +3.8% 2,600 $322K
UNIVEST FINANCIAL Corp 0.02% Reduce -10.0% 2,594 $321K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -14.0% 2,593 $321K
Sovran Advisors, LLC 0.03% Add +28.3% 2,562 $321K
Barnes Wealth Management Group, Inc 0.18% Add +1.4% 2,592 $321K
Sovereign Financial Group, Inc. 0.06% New 2,592 $321K
Citizens National Bank Trust Department 0.06% No change 2,592 $321K
J. Team Financial, Inc. 0.33% — 2,591 $321K
Capital Advantage, Inc. 0.05% No change 2,589 $320K
LexAurum Advisors, LLC 0.05% Add +4.7% 2,589 $320K
PSI Advisors, LLC 0.08% Add +4.0% 2,583 $320K
Hamilton Point Investment Advisors, LLC 0.05% Add +0.0% 2,583 $320K
F/m Investments LLC 0.01% Reduce -1.9% 2,579 $319K
First Nebraska Trust Co 0.03% No change 2,578 $319K
Fortem Financial Group, LLC 0.09% Add +3.0% 2,576 $319K
Royal Capital Wealth Management, LLC 0.19% No change 2,568 $318K
Capital Management Associates, Inc 0.09% New 2,566 $318K
LCM Capital Management Inc 0.15% No change 2,558 $317K
Lazari Capital Management, Inc. 0.11% Add +0.8% 2,553 $316K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% No change 2,546 $315K
Versant Capital Management, Inc 0.04% Add +2.1% 2,540 $314K
Hobbs Group Advisors, LLC 0.10% Reduce -3.3% 2,534 $314K
Castleview Partners, LLC 0.17% Add +11.8% 2,532 $313K
Blossom Wealth Management 0.51% Add +3.5% 2,530 $313K
Intergy Private Wealth, LLC 0.10% Add +15.4% 2,519 $312K
A4 Wealth Advisors LLC 0.26% — 2,515 $311K
Schulz Wealth, LTD. 0.20% No change 2,505 $310K
Washington Trust Advisors, Inc. 0.02% No change 2,505 $310K
Family Legacy Financial Solutions, LLC 0.24% Reduce -1.6% 2,503 $310K
Maltin Wealth Management, Inc. 0.13% No change 2,500 $309K
M.E. Allison & Co., Inc. 0.22% Reduce -3.9% 2,490 $308K
L. Roy Papp & Associates, LLP 0.03% Add +11.2% 2,490 $308K
Grandfield & Dodd, LLC 0.02% No change 2,485 $308K
Lockerman Financial Group, Inc. 0.39% Add +2.6% 2,484 $307K
Obsidian Cio, LLC 0.04% Reduce -2.5% 2,482 $307K
Peak Planning Group, LLC 0.16% Reduce -16.7% 2,474 $306K
Cromwell Holdings LLC 0.16% No change 2,469 $306K
Capula Management Ltd 0.00% Add +177.1% 2,469 $306K
North Star Asset Management Inc. 0.01% Add +0.1% 2,467 $305K
Angeles Wealth Management, LLC 0.02% Add +5.6% 2,461 $305K
FRG Family Wealth Advisors LLC 0.05% No change 2,450 $303K
Cary Street Partners Investment Advisory LLC 0.13% Add +30.9% 2,449 $303K
Ritter Daniher Financial Advisory LLC / DE 0.05% Add +0.1% 2,448 $303K
Schonfeld Strategic Advisors LLC 0.00% Reduce -62.6% 2,444 $302K
FDx Advisors, Inc. 0.09% Add +1.3% 2,428 $302K
Tradition Wealth Management, LLC 0.02% Add +1.6% 2,438 $302K
111 Capital 0.06% Reduce -12.9% 2,436 $301K
Kohmann Bosshard Financial Services, LLC 0.03% Add +1.0% 2,431 $301K
Legacy Capital Wealth Partners, LLC 0.07% Add +10.8% 2,424 $300K
Red Wave Investments LLC 0.09% No change 2,423 $300K
Total Clarity Wealth Management, Inc. 0.08% Add +5.7% 2,422 $300K
Lokken Investment Group LLC 0.10% Add +0.0% 2,422 $300K
Rexford Capital Inc. 0.23% Add +2.9% 2,418 $299K
Howard Wealth Management, LLC 0.14% Add +0.3% 2,417 $299K
Diversified Enterprises, LLC 0.02% Add +0.0% 2,417 $299K
Sentry Investment Management LLC 0.20% Add +5.2% 2,385 $299K
Apriem Advisors 0.03% Add +0.7% 2,416 $299K
Cozad Asset Management Inc. 0.02% No change 2,416 $299K
South Plains Financial, Inc. 0.19% Add +162.8% 2,415 $299K
Balefire, LLC 0.06% Add +6.5% 2,412 $298K
Rothschild Wealth LLC 0.06% Add +1.2% 2,409 $298K
Kraematon Investment Advisors, Inc. 0.25% Add +0.7% 2,382 $295K
Colonial River Investments, LLC 0.11% Add +0.3% 2,379 $294K
First Financial Bankshares Inc 0.01% No change 2,378 $294K
Gateway Wealth Partners, LLC 0.04% Add +2.7% 2,378 $294K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.6% 2,380 $294K
Miller Financial Services LLC 0.34% Add +0.1% 2,373 $294K
Traynor Capital Management, Inc. 0.02% New 2,364 $293K
Earned Wealth Advisors, LLC 0.05% Add +25.8% 2,362 $292K
Cultivar Capital, Inc. 0.19% Add +5.6% 2,361 $292K
Inscription Capital, LLC 0.03% Add +8.8% 2,359 $292K
Sunpointe, LLC 0.11% Add +0.3% 2,355 $291K
Cardiff Park Advisors, LLC 0.02% New 2,354 $291K
Litman Gregory Wealth Management LLC 0.02% New 2,353 $291K
Curat Global, LLC 0.27% Add +0.1% 2,357 $291K
Front Row Advisors LLC 0.10% No change 2,342 $290K
Cornerstone Management, Inc. 0.05% Add +0.1% 2,340 $290K
Advus Financial Partners, LLC 0.07% Reduce -1.8% 2,336 $289K
Cottage Street Advisors LLC 0.12% New 2,334 $289K
KFG Wealth Management, LLC 0.04% New 2,333 $289K
Ellis Investment Partners, LLC 0.05% Reduce -21.1% 2,331 $289K
Partners Wealth Management, LLC 0.28% Reduce -3.4% 2,330 $288K
Weatherly Asset Management L. P. 0.02% Reduce -2.8% 2,329 $288K
Alternative Investment Advisors, LLC. 0.13% Reduce -2.8% 2,329 $288K
Sivia Capital Partners, LLC 0.08% Add +0.5% 2,328 $288K
First United Bank & Trust 0.09% No change 2,327 $288K
Consolidated Portfolio Review Corp 0.04% Reduce -0.1% 2,312 $286K
Alhambra Investment Management LLC 0.14% Add +7.2% 2,311 $286K
Bridge Creek Capital Management LLC 0.08% No change 2,307 $285K
Koss-Olinger Consulting, LLC 0.02% No change 2,416 $285K
Mainsail Asset Management, LLC 0.12% No change 2,301 $285K
Tilia Fiduciary Partners, Inc. 0.16% Reduce -3.0% 2,297 $284K
Warm Springs Advisors Inc. 0.22% No change 2,291 $284K
Nicholson Wealth Management Group, LLC 0.17% No change 2,291 $284K
Buttonwood Financial Advisors Inc. 0.10% Reduce -1.7% 2,286 $283K
Severin Investments, LLC 0.25% Add +1.1% 2,280 $282K
Gleason Group, Inc. 0.03% Add +0.8% 2,278 $282K
Klingman & Associates, LLC 0.01% New 2,270 $281K
Joule Financial, LLC 0.08% Reduce -5.3% 2,269 $281K
Slagle Financial, LLC 0.10% Add +0.8% 2,269 $281K
Sigma Investment Counselors Inc. 0.01% Reduce -13.6% 2,256 $279K
Van Cleef Asset Management,Inc 0.03% No change 2,249 $278K
Manske Wealth Management 0.09% Add +0.0% 2,240 $277K
Kennebec Savings Bank 0.25% Reduce -1.1% 2,235 $277K
City State Bank 0.08% Add +0.7% 2,232 $276K
M. Kraus & Co 0.08% No change 2,229 $276K
FSB Premier Wealth Management, Inc. 0.09% Add +0.3% 2,224 $275K
Perennial Investment Advisors, LLC 0.02% Add +4.1% 2,223 $275K
Chilton Investment Co. Inc. 0.01% New 2,219 $275K
Clark Financial Services Group Inc. 0.15% Add +14.6% 2,218 $274K
tru Independence LLC 0.07% Add +9.1% 2,207 $273K
Ewa, LLC 0.08% Add +3.9% 2,203 $273K
Matrix Private Capital Group LLC 0.14% No change 2,201 $272K
Joel Adams & Associates, Inc. 0.22% No change 2,189 $271K
Capital Planning Advisors, LLC 0.04% Reduce -0.3% 2,184 $270K
Vantage Financial Partners, LLC 0.06% Reduce -3.6% 2,182 $270K
Roble, Belko & Company, Inc 0.04% No change 2,182 $270K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 2,164 $268K
Obsidian Personal Planning Solutions LLC 0.09% No change 2,154 $268K
Auxano Advisors, LLC 0.06% Add +0.1% 2,152 $266K
Smithfield Trust Co 0.01% Reduce -3.0% 2,156 $266K
Darwin Wealth Management, LLC 0.08% Add +0.4% 2,139 $265K
Hilltop National Bank 0.07% No change 2,137 $264K
Signet Financial Management, LLC 0.03% Add +23.6% 2,135 $264K
RIA Advisory Group LLC 0.07% New 2,135 $264K
Edgemoor Investment Advisors, Inc. 0.02% New 2,126 $263K
Essex Investment Management Co. LLC 0.04% No change 2,122 $263K
DGS Capital Management, LLC 0.05% Add +19.1% 2,118 $262K
CYBER HORNET ETFs LLC 0.17% Add +4.1% 2,113 $261K
Eisler Capital Management Ltd. 0.01% Add +511.8% 2,123 $261K
Provident Wealth Management, LLC 0.08% Add +7.7% 2,108 $261K
Liberty Capital Management, Inc. 0.05% No change 2,105 $260K
Longboard Asset Management, LP 0.42% No change 2,101 $260K
Abound Financial, LLC 0.10% Add +0.7% 2,101 $260K
Winthrop Advisory Group LLC 0.02% Reduce -0.8% 2,100 $260K
Optimize Financial Inc. 0.13% Reduce -3.5% 2,092 $259K
Tucker Asset Management LLC 0.08% Reduce -3.2% 2,091 $259K
Patrick M Sweeney & Associates, Inc. 0.17% Add +8.3% 2,090 $259K
Kestra Investment Management, LLC 0.01% Reduce -4.4% 2,085 $258K
bLong Financial, LLC 0.18% No change 2,084 $258K
Peddock Capital Advisors, LLC 0.06% No change 2,075 $257K
Financial Consulate, Inc. 0.04% New 2,068 $256K
Pioneer Trust Bank N A 0.06% No change 2,066 $256K
Financial Engines Advisors L.L.C. 0.00% Add +13.0% 2,066 $256K
Binnacle Investments Inc 0.15% Add +19.2% 2,065 $256K
Balance Wealth Partners LLC 0.06% Add +11.1% 2,065 $256K
Wellspring Financial Advisors, LLC 0.02% No change 2,057 $255K
Shilanski & Associates, Inc. 0.07% Add +5.7% 2,055 $254K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +1.4% 2,046 $253K
Sunbeam Capital Management, LLC 0.16% New 2,040 $252K
OneAscent Wealth Management LLC 0.08% Reduce -0.8% 2,035 $252K
Clearwater Capital Advisors, LLC 0.02% No change 2,027 $251K
Riverbend Wealth Management, LLC 0.17% Add +4.7% 2,026 $251K
Legacy Private Trust Co. 0.01% No change 2,025 $251K
Tritonpoint Wealth, LLC 0.02% Add +3.6% 2,023 $250K
CarsonAllaria Wealth Management, Ltd. 0.13% Reduce -0.2% 2,022 $250K
Canal Capital Management, LLC 0.04% Reduce -5.7% 2,021 $250K
Physician Wealth Advisors, Inc. 0.04% Add +42.0% 2,020 $250K
Gries Financial LLC 0.04% Add +7.9% 2,019 $250K
Chung Wu Investment Group, LLC 0.21% No change 2,018 $250K
Patron Partners, LLC 0.11% No change 2,017 $250K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -0.3% 2,016 $249K
Oxford Financial Group, LTD. LLC 0.01% New 2,010 $249K
Taylor Financial Group, Inc. 0.14% Reduce -0.5% 2,009 $249K
Sentinel Trust Co. Lba 0.03% No change 2,006 $248K
McLean Asset Management Corp 0.05% Reduce -18.4% 1,992 $248K
Graver Capital Management, LLC 0.21% No change 2,000 $248K
Westover Capital Advisors, LLC 0.05% No change 2,000 $248K
Goldstein Advisors, LLC 0.03% Add +2.9% 2,000 $248K
Van Hulzen Asset Management, LLC 0.02% Reduce -1.4% 1,998 $247K
Founders Grove Wealth Partners, LLC 0.06% Add +7.3% 1,996 $247K
Old National Bancorp 0.00% No change 1,993 $247K
Lawson Kroeker Investment Management Inc. 0.05% No change 1,991 $246K
Tred Avon Family Wealth, LLC 0.08% — 1,990 $246K
Atlantic Family Wealth, LLC 0.19% Reduce -1.0% 1,989 $246K
Benin Management CORP 0.06% Add +6.2% 1,984 $246K
Tower Wealth Partners, Inc. 0.13% Reduce -1.6% 1,984 $245K
Strategic Investment Solutions, Inc. 0.06% Add +0.4% 1,983 $245K
Armstrong, Fleming & Moore, Inc 0.12% No change 1,981 $245K
Community Financial Services Group, LLC 0.04% Reduce -14.3% 1,981 $245K
Hazlett, Burt & Watson, Inc. 0.09% Add +7.0% 1,970 $244K
MGB Wealth Management, LLC 0.07% Add +0.4% 1,969 $244K
Fortis Capital Advisors, LLC 0.04% Reduce -20.5% 1,966 $243K
CPC Advisors, LLC 0.03% Reduce -1.1% 1,960 $243K
Meridian Financial Advisors, LLC 0.14% No change 1,956 $242K
Ferguson Shapiro LLC 0.08% Reduce -3.3% 1,949 $241K
American Money Management, LLC 0.04% Add +2.9% 1,949 $241K
MV Capital Management, Inc. 0.02% Add +3.4% 1,941 $240K
Yelin Lapidot Holdings Management Ltd. 0.05% Reduce -15.0% 1,938 $240K
Thoroughbred Financial Services, LLC 0.01% Reduce -8.5% 1,938 $239K
Pinion Investment Advisors, LLC 0.07% No change 1,875 $239K
Sax Wealth Advisors, LLC 0.01% Add +8.7% 1,928 $239K
TCTC Holdings, LLC 0.01% Reduce -14.5% 1,928 $239K
Abel Hall, LLC 0.10% Add +0.3% 1,927 $238K
Brighton Securities Corp. 0.12% Reduce -29.4% 1,922 $238K
Plato Investment Management Ltd 0.02% No change 1,935 $238K
Second Half Financial Partners, LLC 0.10% Reduce -0.9% 1,914 $237K
Harbor Investment Advisory, LLC 0.02% Add +0.1% 1,911 $237K
Siligmueller & Norvid Wealth Advisors LLC 0.11% New 1,911 $236K
Cypress Asset Management Inc. 0.05% No change 1,908 $236K
LifePlan Investment Advisors, Inc. 0.10% Add +1.4% 1,904 $236K
Victory Financial Group, LLC 0.03% Reduce -18.7% 1,866 $235K
Boothbay Fund Management, LLC 0.01% Reduce -7.5% 1,892 $234K
Prosperity Financial Group, Inc. 0.09% Reduce -1.6% 1,889 $234K
Semus Wealth Partners LLC 0.13% Reduce -3.1% 1,886 $233K
Silvant Capital Management LLC 0.01% No change 1,886 $233K
Stokes Family Office, LLC 0.02% Add +1.3% 1,885 $233K
Towne Trust Company, N.A 0.08% No change 1,880 $233K
Infinity Wealth Counsel, LLC 0.23% No change 1,877 $232K
a16z Perennial Management, L.P. 0.02% New 1,876 $232K
Fragasso Financial Advisors Inc 0.01% Add +7.0% 1,874 $232K
Capital City Trust Co. 0.06% New 1,868 $231K
Plancorp, LLC 0.01% Reduce -0.5% 1,865 $231K
Moseley Investment Management Inc. 0.07% Add +6.5% 1,862 $230K
Weaver Consulting Group 0.06% Add +0.8% 1,860 $230K
Adell Harriman & Carpenter Inc. 0.01% Reduce -0.5% 1,856 $230K
Regatta Capital Group, LLC 0.04% No change 1,855 $230K
Mill Creek Capital Advisors, LLC 0.00% Add +4.6% 1,854 $229K
Planned Solutions, Inc. 0.08% No change 1,852 $229K
Eagle Strategies LLC 0.03% Reduce -2.9% 1,848 $229K
Bender Robert & Associates 0.05% No change 1,848 $229K
Country Trust Bank 0.01% Add +6.6% 1,848 $229K
Johnson Financial Group, Inc. 0.01% Reduce -8.2% 1,845 $228K
First Financial Corp. 0.09% Reduce -13.1% 1,840 $228K
Liberty Wealth Management LLC 0.03% Add +0.2% 1,839 $228K
Strategic Investment Advisors / MI 0.02% Reduce -0.4% 1,840 $228K
Summit Wealth Group LLC / Co. 0.02% New 2,578 $228K
Beacon Financial Advisory LLC 0.05% Add +1.3% 1,837 $227K
Patton Fund Management, Inc. 0.04% No change 1,837 $227K
Beaumont Financial Advisors, LLC 0.02% Reduce -1.6% 1,837 $227K
Discipline Wealth Solutions, LLC 0.06% New 1,837 $227K
Tradewinds Capital Management, LLC 0.05% Add +1.4% 1,835 $227K
Elyxium Wealth, LLC 0.08% Reduce -19.5% 1,835 $227K
Schrum Private Wealth Management LLC 0.17% New 1,834 $227K
Tranquility Partners, LLC 0.08% No change 1,833 $227K
Meridian Wealth Partners, LLC 0.03% Reduce -41.0% 1,832 $227K
First Merchants Corp. 0.01% New 1,832 $227K
Sentry LLC 0.06% Add +0.1% 1,832 $227K
Leelyn Smith, LLC 0.03% Add +0.3% 1,828 $226K
Revere Asset Management, Inc 0.09% Add +1.6% 1,828 $226K
Motiv8 Investments LLC 0.12% New 1,824 $226K
Redwood Wealth Management Group, LLC 0.10% Add +0.2% 1,815 $225K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -24.9% 1,814 $225K
Galvin, Gaustad & Stein, LLC 0.02% New 1,813 $224K
J.P. Marvel Investment Advisors, LLC 0.03% No change 1,811 $224K
Sound Income Strategies, LLC 0.01% Reduce -74.1% 1,795 $224K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -36.9% 1,806 $224K
Reyes Financial Architecture, Inc. 0.15% Reduce -1.0% 1,804 $223K
Brucke Financial, Inc. 0.13% Reduce -7.4% 1,796 $223K
Chesapeake Wealth Management 0.07% Add +3.1% 1,802 $223K
Jones Road Capital Management, L.P. 0.49% New 1,800 $223K
Spirepoint Private Client, LLC 0.02% New 1,800 $223K
WealthTrust Asset Management, LLC 0.15% Add +0.5% 1,798 $223K
Alteri Wealth LLC 0.08% Add +1.0% 1,797 $222K
James J. Burns & Company, LLC 0.03% Reduce -3.3% 1,796 $222K
TCI Wealth Advisors, Inc. 0.01% Add +0.1% 1,791 $222K
Stephens Consulting, LLC 0.08% Reduce -1.5% 1,787 $221K
Charter Research & Investment Group, Inc. 0.15% No change 1,781 $220K
Mattern Wealth Management LLC 0.04% No change 1,780 $220K
Philip James Wealth Mangement, LLC 0.03% Reduce -11.6% 1,778 $220K
Eads & Heald Wealth Management 0.10% Reduce -0.3% 1,775 $220K
Eagle Capital Management, LLC 0.08% No change 1,781 $220K
Norman Fields, Gottscho Capital Management, LLC 0.07% Reduce -2.4% 1,774 $220K
Gsa Capital Partners LLP 0.02% Reduce -46.6% 1,774 $220K
Moody Aldrich Partners LLC 0.04% New 1,772 $219K
Fieldview Capital Management, LLC 0.04% New 1,768 $219K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -1.8% 1,766 $219K
Kagan Cocozza Asset Management 0.17% Reduce -7.0% 1,766 $219K
Compass Wealth Management, LLC 0.10% No change 1,759 $218K
Strathmore Capital Advisors, Inc. 0.09% Reduce -60.2% 1,759 $218K
Old Second National Bank of Aurora 0.04% Add +1.7% 1,756 $217K
Nordwand Advisors, LLC 0.03% New 1,755 $217K
Mitchell Capital Management Co. 0.04% New 1,753 $217K
Petix & Botte Co 0.05% No change 1,752 $217K
Fullcircle Wealth LLC 0.08% No change 1,748 $216K
New Covenant Trust Company, N.A. 0.20% New 1,748 $216K
Kieckhefer Group LLC 0.10% No change 1,748 $216K
Idaho Trust Co 0.07% No change 1,748 $216K
Ostrum Asset Management 0.01% Reduce -3.0% 1,747 $216K
Zhang Financial LLC 0.01% Add +0.1% 1,744 $216K
Newman Dignan & Sheerar, Inc. 0.05% No change 1,744 $216K
Hughes Financial Services, LLC 0.03% Add +0.2% 1,753 $215K
Elevation Wealth Partners, LLC 0.08% Add +1.8% 1,740 $215K
Ironsides Asset Advisors, LLC 0.06% No change 1,736 $215K
Wingate Wealth Advisors, Inc. 0.15% New 1,733 $214K
Hobart Private Capital, LLC 0.04% New 1,733 $214K
Compass Ion Advisors, LLC 0.02% Reduce -1.3% 1,732 $214K
Jessup Wealth Management, Inc 0.08% Reduce -3.5% 1,732 $214K
West Branch Capital LLC 0.06% Reduce -6.2% 1,724 $213K
Ledyard National Bank 0.02% New 1,724 $213K
Fortitude Advisory Group L.L.C. 0.11% Reduce -3.6% 1,724 $213K
Facet Wealth, Inc. 0.00% New 1,722 $213K
Key Client Fiduciary Advisors, LLC 0.07% Add +0.1% 1,717 $212K
Heritage Trust Co 0.02% New 1,713 $212K
Crown Wealth Group, LLC 0.06% New 1,712 $212K
Quadrant Private Wealth Management, LLC 0.04% New 1,711 $212K
Wilkins Miller Wealth Management, LLC 0.13% Add +0.6% 1,707 $211K
180 Wealth Advisors, LLC 0.03% Reduce -5.8% 1,704 $211K
Douglass Winthrop Advisors, LLC 0.00% New 1,703 $211K
1834 Investment Advisors Co. 0.03% No change 1,700 $210K
Warren Street Wealth Advisors, LLC 0.06% New 1,696 $210K
IVC Wealth Advisors LLC 0.09% New 1,695 $210K
MBE Wealth Management, LLC 0.09% New 1,693 $210K
Old Mission Investment Co LLC 0.05% New 1,689 $209K
Richwood Investment Advisors, LLC 0.16% New 1,685 $209K
Eagle Rock Investment Company, LLC 0.03% New 1,685 $209K
Frisch Financial Group, Inc. 0.05% New 1,684 $208K
Wedge Capital Management L L P 0.00% Reduce -4.9% 1,681 $208K
Atlas Private Wealth Advisors 0.05% Reduce -59.1% 1,677 $208K
Argentarii, LLC 0.08% New 1,676 $207K
Rather & Kittrell, Inc. 0.04% New 1,676 $207K
Worth Asset Management, LLC 0.09% New 1,672 $207K
VSM Wealth Advisory, LLC 0.06% Reduce -53.6% 1,669 $207K
MRA Advisory Group 0.09% New 1,666 $206K
Gould Asset Management LLC 0.04% New 1,666 $206K
Allianz SE 0.00% No change 1,666 $206K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,656 $205K
YHB Investment Advisors, Inc. 0.01% New 1,652 $204K
SkyOak Wealth, LLC 0.04% New 1,652 $204K
Barrett & Company, Inc. 0.07% No change 1,651 $204K
Sepio Capital, LP 0.01% New 1,651 $204K
White Knight Strategic Wealth Advisors, LLC 0.16% New 1,650 $204K
Global Assets Advisory, LLC 0.06% New 1,649 $204K
Wrapmanager Inc. 0.06% Reduce -26.6% 1,647 $204K
Mirador Capital Partners LP 0.03% New 1,647 $204K
Traveka Wealth, LLC 0.09% New 1,645 $204K
First American Trust, FSB 0.01% Reduce -13.2% 1,635 $202K
Phoenix Wealth Advisors 0.08% New 1,632 $202K
Cadent Capital Advisors, LLC 0.05% New 1,631 $202K
Crew Capital Management, Ltd 0.14% New 1,631 $202K
American Trust 0.02% New 1,629 $202K
Spectrum Wealth Advisory Group, LLC 0.08% New 1,624 $201K
Stone Run Capital, LLC 0.08% New 1,621 $201K
ForthRight Wealth Management, LLC 0.06% New 1,617 $200K
IMG Wealth Management, Inc. 0.14% No change 1,617 $200K
First Foundation Advisors 0.01% New 1,617 $200K
Morse Asset Management, Inc 0.04% No change 1,500 $186K
McIlrath & Eck, LLC 0.02% Reduce -0.2% 1,499 $186K
Hager Investment Management Services, LLC 0.10% Reduce -10.3% 1,480 $183K
MeadowBrook Investment Advisors LLC 0.16% Reduce -2.0% 1,463 $181K
Valley National Advisers Inc. 0.03% Add +0.3% 1,466 $181K
Deseret Mutual Benefit Administrators 0.08% Reduce -3.6% 1,448 $179K
Medallion Wealth Advisors, LLC 0.06% Add +0.1% 1,420 $176K
Vision Financial Markets LLC 0.15% No change 1,395 $173K
Osterweis Capital Management Inc. 0.01% No change 1,395 $173K
Vestor Capital, LLC 0.01% Reduce -88.4% 1,385 $171K
Wealth Preservation Advisors, LLC 0.10% Add +0.2% 1,381 $171K
Center for Financial Planning, Inc. 0.02% No change 1,370 $170K
Atwood & Palmer Inc. 0.01% Reduce -28.2% 1,348 $167K
Redmont Wealth Advisors LLC 0.23% No change 1,347 $167K
Kimelman & Baird, LLC 0.01% No change 1,332 $165K
Fortitude Family Office, LLC 0.04% Reduce -0.5% 1,328 $164K
Private Wealth Asset Management, LLC 0.02% Reduce -6.0% 1,323 $164K
Arlington Trust Co LLC 0.03% No change 1,307 $162K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 1,303 $161K
Rossby Financial, LCC 0.05% Add +0.9% 1,304 $160K
Addison Advisors LLC 0.04% Reduce -13.8% 1,277 $158K
New England Capital Financial Advisors LLC 0.07% Add +0.4% 1,268 $157K
Aster Capital Management (DIFC) Ltd 0.08% New 1,263 $156K
Scarborough Advisors, LLC 0.03% Add +332.0% 1,257 $156K
Hollencrest Capital Management 0.01% No change 1,250 $155K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $153K
AllSquare Wealth Management LLC 0.08% Add +13.9% 1,232 $152K
Cutler Capital Management, LLC 0.06% Add +12.3% 1,219 $151K
GGM Financial LLC 0.08% New 1,217 $151K
S.A. Mason LLC 0.07% No change 1,215 $150K
Transamerica Financial Advisors, LLC 0.01% Add +10008.3% 1,213 $150K
Global Trust Asset Management, LLC 0.07% Add +50.2% 1,212 $150K
Smallwood Wealth Investment Management, LLC 0.08% Add +0.1% 1,205 $149K
Icon Wealth Advisors, LLC 0.01% No change 1,204 $149K
Chilton Capital Management LLC 0.01% Add +313.5% 1,191 $147K
Princeton Global Asset Management LLC 0.02% Add +5.8% 1,189 $147K
Nemes Rush Group LLC 0.01% Add +0.8% 1,175 $145K
First Pacific Financial 0.02% Add +0.7% 1,157 $143K
Alerus Financial NA 0.01% Reduce -18.1% 1,154 $143K
Webster Bank, N. A. 0.01% Add +5.8% 1,121 $139K
Westside Investment Management, Inc. 0.02% Add +19.3% 1,123 $138K
Coastline Trust Co 0.01% No change 1,100 $136K
JPL Wealth Management, LLC 0.03% New 1,092 $135K
Canopy Partners, LLC 0.05% Add +36.4% 1,091 $135K
Missouri Trust & Investment Co 0.04% Reduce -4.4% 1,090 $135K
WFA of San Diego, LLC 0.09% No change 1,087 $134K
Aventura Private Wealth, LLC 0.05% Reduce -39.0% 1,058 $131K
Howard Capital Management Group, LLC 0.01% No change 1,048 $130K
Advantage Trust Co 0.06% No change 1,029 $127K
Piscataqua Savings Bank 0.10% No change 1,029 $127K
GHP Investment Advisors, Inc. 0.01% No change 1,028 $127K
Byrne Asset Management LLC 0.09% No change 1,018 $126K
Copia Wealth Management 0.09% No change 1,017 $126K
Turning Point Benefit Group, Inc. 0.08% New 1,019 $125K
Dakota Community Bank & Trust NA 0.49% Reduce -1.9% 1,007 $125K
Whipplewood Advisors, LLC 0.08% Reduce -40.6% 985 $122K
GPS Wealth Strategies Group, LLC 0.01% Reduce -4.0% 959 $119K
Plante Moran Financial Advisors, LLC 0.01% Add +9.3% 950 $118K
C M Bidwell & Associates Ltd. 0.06% No change 941 $116K
Pacifica Partners Inc. 0.04% Add +108.5% 951 $116K
TruNorth Capital Management, LLC 0.02% No change 940 $116K
Bangor Savings Bank 0.01% Reduce -0.2% 935 $116K
GW&K Investment Management, LLC 0.00% Add +0.1% 916 $113K
Investors Research Corp 0.02% Reduce -9.9% 900 $111K
LRI Investments, LLC 0.01% Add +38.9% 882 $109K
Coston, McIsaac & Partners 0.03% Reduce -3.6% 885 $109K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 880 $109K
Holos Integrated Wealth LLC 0.06% No change 851 $108K
Capital Advisors, Ltd. LLC 0.01% No change 869 $108K
Measured Wealth Private Client Group, LLC 0.03% New 865 $107K
Key Financial Inc 0.02% Reduce -12.1% 827 $101K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 808 $100K
Louisbourg Investments Inc. 0.02% No change 800 $99K
WPG Advisers, LLC 0.08% Reduce -0.1% 793 $98K
Essential Partners LLC 0.03% Add +12.3% 784 $97K
Rise Advisors, LLC 0.03% Reduce -0.3% 784 $97K
Chapman Financial Group, LLC 0.07% Reduce -12.9% 780 $97K
New Millennium Group LLC 0.04% Reduce -24.4% 777 $96K
SJS Investment Consulting Inc. 0.01% Add +8511.1% 775 $96K
GoalVest Advisory LLC 0.02% No change 771 $95K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 767 $95K
Foster Dykema Cabot & Partners, LLC 0.01% Add +27.8% 764 $95K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $94K
Grey Fox Wealth Advisors, LLC 0.02% New 750 $93K
ORG Partners LLC 0.02% Add +10.4% 745 $92K
Global Wealth Strategies & Associates 0.02% Add +134.1% 742 $92K
Painted Porch Advisors LLC 0.03% No change 739 $91K
LGT Financial Advisors LLC 0.20% Add +1.0% 733 $91K
Luken Investment Analytics, LLC 0.03% No change 721 $89K
Kelleher Financial Advisors 0.02% New 713 $88K
Beaird Harris Wealth Management, LLC 0.01% Add +0.4% 690 $85K
Avion Wealth 0.02% Reduce -11.1% 688 $85K
Friedenthal Financial 0.04% New 670 $83K
PFS Partners, LLC 0.04% Add +5.7% 669 $83K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $83K
Investment Research & Advisory Group, Inc. 0.03% Add +1.1% 639 $81K
TFC Financial Management, Inc. 0.01% Add +85.0% 653 $81K
Hartford Financial Management Inc. 0.02% Reduce -34.1% 642 $79K
Fairscale Capital, LLC 0.05% No change 640 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $79K
Goodman Advisory Group, LLC 0.02% Reduce -52.6% 634 $78K
Wellington Shields Capital Management, LLC 0.01% No change 630 $78K
Guinness Asset Management LTD 0.00% New 625 $77K
Hemington Wealth Management 0.01% Add +16.1% 620 $76K
Caitong International Asset Management Co., Ltd 0.05% New 602 $74K
Leonteq Securities AG 0.00% Add +51.9% 594 $74K
1248 Management, LLC 0.04% No change 587 $73K
Gen-Wealth Partners Inc 0.02% No change 586 $73K
Fortis Group Advisors, LLC 0.01% No change 570 $71K
Flagship Wealth Advisors, LLC 0.02% No change 563 $70K
Bruce G. Allen Investments, LLC 0.05% No change 562 $70K
Murphy & Mullick Capital Management Corp 0.05% Add +0.4% 559 $69K
Centerpoint Advisors, LLC 0.02% No change 553 $68K
CoreFirst Bank & Trust 0.04% No change 542 $67K
Root Financial Partners, LLC 0.00% New 538 $67K
Motco 0.01% No change 521 $64K
Stuart Chaussee & Associates, Inc. 0.01% No change 514 $64K
Perkins Coie Trust Co 0.01% Reduce -21.9% 507 $63K
Western Pacific Wealth Management, LP 0.06% No change 504 $62K
Lummis Asset Management, LP 0.04% No change 500 $62K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $62K
BankPlus Trust Department 0.02% No change 494 $61K
Covestor Ltd 0.03% Reduce -9.4% 492 $61K
Cherry Tree Wealth Management, LLC 0.01% Add +0.8% 491 $61K
Boyd Watterson Asset Management LLC 0.02% Reduce -0.8% 487 $60K
Lowe Wealth Advisors, LLC 0.02% No change 452 $56K
Tsfg, LLC 0.01% Add +24.6% 445 $55K
Ascentis Wealth Management, LLC 0.01% No change 443 $55K
Wealth Watch Advisors, INC 0.02% New 443 $55K
Pineridge Advisors LLC 0.02% Add +12.2% 432 $54K
Hoey Investments, Inc. 0.01% Add +30.3% 430 $53K
Horrell Capital Management, Inc. 0.02% No change 429 $53K
Pin Oak Investment Advisors Inc. 0.04% Reduce -8.6% 417 $52K
Delta Asset Management LLC 0.00% Reduce -1.2% 413 $51K
Tortoise Investment Management, LLC 0.00% Add +8.1% 402 $50K
Bellevue Asset Management, LLC 0.02% Reduce -35.8% 372 $46K
Midwest Capital Advisors, LLC 0.02% Add +0.8% 370 $46K
FWL Investment Management, LLC 0.01% Add +13.9% 369 $46K
1620 Investment Advisors, Inc. 0.03% Reduce -11.3% 353 $44K
First Community Trust NA 0.03% No change 348 $43K
Toth Financial Advisory Corp. 0.00% Add +0.3% 347 $43K
Tidemark, LLC 0.01% Reduce -7.7% 346 $43K
Redwood Park Advisors LLC 0.03% Add +0.9% 339 $42K
Cornerstone National Bank & Trust Co 0.02% No change 333 $41K
Canton Hathaway, LLC 0.01% No change 331 $41K
Hopwood Financial Services, Inc. 0.03% No change 325 $40K
Anfield Capital Management, LLC 0.01% No change 325 $40K
WFA Asset Management Corp 0.02% Add +0.6% 347 $40K
Nova Wealth Management, Inc. 0.03% Reduce -6.7% 320 $40K
Meeder Asset Management Inc. 0.00% New 319 $39K
Imprint Wealth LLC 0.13% — 318 $39K
CGC Financial Services, LLC 0.01% No change 308 $38K
Bell Investment Advisors, Inc 0.01% Reduce -3.8% 308 $38K
Peck Wealth Management, LLC 0.04% — 300 $37K
Private Wealth Management Group, LLC 0.01% No change 286 $35K
CKW Financial Group 0.00% No change 288 $35K
Abound Wealth Management 0.01% Reduce -3.5% 280 $35K
Bare Financial Services, Inc 0.01% Add +211.1% 280 $35K
Wiser Advisor Group LLC 0.04% New 275 $34K
Maseco LLP 0.00% New 266 $33K
Sachetta, LLC 0.01% No change 263 $33K
Access Investment Management LLC 0.01% No change 262 $32K
Dunhill Financial, LLC 0.01% Add +0.4% 261 $32K
SIMA Wealth Partners, LLC 0.02% No change 258 $32K
Financial Network Wealth Advisors LLC 0.03% No change 253 $31K
Lynch Asset Management, Inc. 0.01% No change 250 $31K
Vermillion Wealth Management, Inc. 0.01% No change 250 $31K
Winch Advisory Services, LLC 0.01% Reduce -22.7% 248 $31K
Lipe & Dalton 0.01% No change 243 $30K
Legacy Wealth Managment, LLC 0.01% No change 240 $30K
Prestige Wealth Management Group LLC 0.01% Add +0.4% 238 $29K
Park Square Financial Group, LLC 0.13% Reduce -62.2% 236 $29K
Noble Wealth Management PBC 0.02% — 233 $29K
JNBA Financial Advisors 0.00% No change 223 $28K
N.E.W. Advisory Services LLC 0.00% No change 223 $28K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 222 $27K
Activest Wealth Management 0.01% Add +5.7% 222 $27K
KERR FINANCIAL PLANNING Corp 0.04% — 221 $27K
Main Street Group, LTD 0.01% Add +0.5% 221 $27K
Perritt Capital Management Inc 0.01% No change 209 $26K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 207 $26K
TOWER TRUST & INVESTMENT Co 0.02% No change 207 $26K
Kathleen S. Wright Associates Inc. 0.01% No change 206 $25K
S&T Bank 0.01% No change 200 $25K
Deane Retirement Strategies, Inc. 0.01% New 197 $24K
Strategic Advocates LLC 0.01% New 197 $24K
Millstone Evans Group, LLC 0.02% No change 194 $24K
Financial Freedom, LLC 0.01% No change 192 $24K
Corundum Trust Company, INC 0.05% New 191 $24K
Solstein Capital, LLC 0.01% No change 190 $24K
DT Investment Partners, LLC 0.00% No change 190 $24K
MPWM Advisory Solutions, LLC 0.01% No change 187 $23K
Highline Wealth Partners LLC 0.01% Add +44.2% 186 $23K
Financial Connections Group, Inc. 0.01% No change 187 $23K
1 North Wealth Services LLC 0.01% No change 183 $23K
Pension & Wealth Management Advisors, Inc. 0.01% No change 183 $23K
American Capital Advisory, LLC 0.01% Reduce -1.1% 181 $22K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -30.0% 168 $21K
FSA Wealth Management LLC 0.01% Reduce -60.9% 171 $21K
Valley Wealth Managers, Inc. 0.00% New 171 $21K
Signature Resources Capital Management, LLC 0.01% No change 169 $21K
Proathlete Wealth Management LLC 0.01% No change 168 $21K
Howard Hughes Medical Institute 0.01% No change 167 $21K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $20K
ESL Trust Services, LLC 0.00% Add +25.2% 164 $20K
Guerra Advisors Inc 0.01% New 164 $20K
Mascoma Wealth Management LLC 0.00% Reduce -34.9% 162 $20K
Proffitt & Goodson Inc. 0.00% Add +1.3% 162 $20K
Orion Capital Management LLC 0.01% Reduce -52.3% 159 $20K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +157.4% 157 $19K
Robinswood Financial LLC 0.01% Add +185.2% 154 $19K
Richard W. Paul & Associates, LLC 0.01% No change 147 $18K
Ramirez Asset Management, Inc. 0.00% No change 144 $18K
Raffa Wealth Management, LLC 0.00% Add +21.1% 138 $17K
Delos Wealth Advisors, LLC 0.01% New 137 $17K
Frazier Financial Advisors, LLC 0.01% No change 137 $17K
Core Alternative Capital 0.00% No change 136 $17K
True Wealth Design, LLC 0.01% Add +25.2% 134 $17K
Accredited Wealth Management, LLC 0.01% Reduce -60.7% 33 $17K
SWAN Capital LLC 0.01% No change 134 $17K
High Note Wealth, LLC 0.00% Add +0.8% 122 $15K
TD Capital Management LLC 0.00% No change 121 $15K
Halbert Hargrove Global Advisors, LLC 0.00% New 119 $15K
Chesapeake Asset Management LLC 0.01% Reduce -39.3% 119 $15K
Joseph Group Capital Management 0.00% New 118 $15K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -7.1% 118 $15K
Promus Capital, LLC 0.01% New 117 $14K
Mma Asset Management LLC 0.00% New 114 $14K
Acima Private Wealth, LLC 0.00% No change 110 $14K
J.Safra Asset Management Corp 0.00% New 110 $14K
POM Investment Strategies, LLC 0.01% New 109 $13K
Red Tortoise LLC 0.01% No change 109 $13K
IAG Wealth Partners, LLC 0.00% Reduce -64.0% 108 $13K
Marquette Asset Management, LLC 0.00% New 105 $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
Accordant Advisory Group Inc 0.01% No change 100 $12K
Miller Wealth Advisors, LLC 0.01% No change 100 $12K
SRH Advisors, LLC 0.00% Reduce -42.9% 100 $12K
Lavaca Capital LLC 0.00% No change 100 $12K
Trust Co 0.00% No change 100 $12K
Kilter Group LLC 0.01% Add +25.3% 99 $12K
Beutel, Goodman & Co Ltd. 0.00% No change 100 $12K
Davis Capital Management 0.01% — 96 $12K
Compass Financial Services Inc 0.01% No change 93 $12K
WealthCollab, LLC 0.01% No change 92 $11K
WestEnd Advisors, LLC 0.00% Add +63.6% 90 $11K
Ogorek Anthony Joseph /NY/ 0.00% Add +3.4% 92 $11K
Creekmur Asset Management LLC 0.00% No change 78 $10K
Cedar Mountain Advisors, LLC 0.00% New 75 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 74 $9K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $9K
Caitlin John, LLC 0.01% New 65 $8K
Seneschal Advisors, LLC 0.01% New 65 $8K
Cloud Capital Management, LLC 0.00% New 66 $8K
Penserra Capital Management LLC 0.00% Add +4.8% 66 $8K
Palisade Asset Management, LLC 0.00% New 63 $8K
Aspect Partners, LLC 0.00% Reduce -62.5% 63 $8K
MRP Capital Investments, LLC 0.01% No change 63 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.2% 56 $7K
Barnes Dennig Private Wealth Management LLC 0.01% No change 51 $6K
Stone House Investment Management, LLC 0.00% Add +13.3% 51 $6K
Granite FO LLC 0.00% No change 50 $6K
Ameliora Wealth Management Ltd. 0.00% No change 50 $6K
Transce3nd, LLC 0.05% Reduce -98.7% 52 $6K
Clark Wealth Partners 0.00% Add +28.2% 50 $6K
Thompson Investment Management, Inc. 0.00% New 44 $5K
Groupe la Francaise 0.00% New 50 $5K
Clean Yield Group 0.00% New 42 $5K
Carolina Wealth Advisors, LLC 0.00% Reduce -36.5% 40 $5K
North Capital, Inc. 0.00% Add +143.8% 39 $5K
HighMark Wealth Management LLC 0.00% Add +640.0% 37 $5K
Principia Wealth Advisory, LLC 0.00% Add +16.1% 36 $4K
PayPay Securities Corp 0.15% New 34 $4K
Consultiva Wealth Management, Corp. 0.01% No change 34 $4K
Rakuten Securities, Inc. 0.00% Add +6.5% 33 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +26.9% 33 $4K
Team Financial Group, LLC 0.00% No change 30 $4K
Inlight Wealth Management, LLC 0.00% New 30 $4K
Eukles Asset Management 0.00% No change 28 $3K
Rialto Wealth Management, LLC 0.00% Add +3.9% 27 $3K
Winnacle Wealth LLC 0.00% Reduce -75.0% 25 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -50.0% 25 $3K
Harvest Fund Management Co., Ltd 0.00% No change 23 $3K
Texas Capital Bancshares Inc 0.00% New 21 $3K
Advanced Portfolio Management, LLC 0.01% New 20 $2K
Evolution Wealth Management Inc. 0.00% New 18 $2K
Clarity Asset Management, Inc. 0.00% New 16 $2K
Quaker Wealth Management, LLC 0.00% No change 16 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 15 $2K
Avalon Trust Co 0.00% New 14 $2K
DecisionPoint Financial, LLC 0.00% No change 14 $2K
Strengthening Families & Communities, LLC 0.00% No change 13 $2K
Trifecta Capital Advisors, LLC 0.00% Reduce -95.8% 13 $2K
Valued Wealth Advisors LLC 0.00% Add +11.1% 10 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.6% 10 $1K
Picton Mahoney Asset Management 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% No change 7 $866
IMA Advisory Services, Inc. 0.00% No change 6 $743
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $619
Hurley Capital, LLC 0.00% New 5 $619
Cornerstone Planning Group LLC 0.00% Reduce -98.7% 2 $526
Bear Mountain Capital, Inc. 0.00% New 4 $513
Breakwater Investment Management 0.00% New 4 $495
Y.D. More Investments Ltd 0.00% Reduce -19.4% 1,019 $381

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