Duke EnergyDUK

13F holders, Q4 2025 (December 31)
2,399holders +69
102new positions
144sold out
8famous investors
$117.20avg. 13F price*

At the end of Q4 2025, 2,399 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 69 from Q3 2025. 102 opened new positions and 144 sold out. The largest holders were Vanguard Group Inc. ($9.2B), BlackRock, Inc. ($8.1B) and State Street Corp. ($5.2B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions102$65.6M
Exits144$360.1M

All 13F filers, Q3 2025 → Q4 2025: 23,097,313 shares bought and 21,016,398 shares sold, net +2,080,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,399 holders

Vanguard Group Inc. 0.13% Add +2.6% 78,258,757 $9.2B
BlackRock, Inc. 0.14% Add +2.5% 68,890,640 $8.1B
State Street Corp. 0.17% Add +4.0% 43,953,400 $5.2B
Geode Capital Management, LLC 0.14% Add +1.2% 19,292,633 $2.3B
Massachusetts Financial Services Co. 0.61% Reduce -4.9% 16,044,472 $1.9B
Wellington Management Group LLP 0.26% Reduce -3.4% 12,607,783 $1.5B
Morgan Stanley 0.09% Reduce -0.9% 12,340,630 $1.4B
FMR LLC 0.07% Reduce -8.0% 11,902,255 $1.4B
GQG Partners LLC 1.84% Reduce -7.6% 9,543,071 $1.1B
Charles Schwab Investment Management Inc. 0.16% Add +0.7% 8,931,127 $1.0B
Bank of America Corp. 0.07% Add +3.2% 8,743,218 $1.0B
Franklin Resources Inc. 0.24% Add +13.1% 8,236,893 $965.4M
Royal Bank of Canada 0.17% Reduce -1.5% 8,202,535 $961.4M
Northern Trust Corp. 0.11% Reduce -5.3% 7,349,486 $861.4M
Legal & General Group Plc 0.16% Reduce -2.4% 6,182,010 $724.6M
Nuveen, LLC 0.18% Reduce -2.8% 5,949,307 $697.3M
Raymond James Financial Inc. 0.19% Reduce -3.5% 5,128,690 $601.7M
Capital Research Global Investors 0.11% Add +0.2% 5,041,923 $591.0M
Bank of New York Mellon Corp 0.10% Add +1.5% 4,947,964 $580.0M
Invesco Ltd. 0.05% Add +4.2% 4,662,760 $546.5M
Goldman Sachs Group Inc. 0.07% Reduce -19.1% 4,256,243 $498.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -7.5% 4,018,477 $471.0M
Wells Fargo & Company 0.09% Add +3.1% 3,760,399 $440.8M
Federated Hermes, Inc. 0.71% Add +4.3% 3,633,204 $425.8M
State Farm Mutual Automobile Insurance Co. 0.33% No change 3,569,308 $418.4M
JPMorgan Chase & Co. 0.03% Reduce -16.4% 3,440,899 $403.3M
UBS Group AG 0.08% Add +17.0% 3,277,206 $384.1M
American Century Companies Inc. 0.18% Reduce -4.9% 3,117,610 $365.4M
Capital Wealth Planning, LLC 2.03% Add +9.6% 2,678,696 $314.3M
Amundi 0.09% Add +56.9% 2,662,460 $312.1M
Mackenzie Financial Corp. 0.36% Add +6.9% 2,604,736 $305.9M
Mitsubishi UFJ Trust & Banking Corp 0.70% Add +0.4% 2,531,181 $296.7M
Envestnet Asset Management Inc. 0.09% Reduce -4.7% 2,512,817 $294.5M
LPL Financial LLC 0.08% Add +3.2% 2,362,052 $276.9M
Citadel Advisors 0.18% Add +1252.2% 2,169,409 $254.3M
Swiss National Bank 0.15% Reduce -4.9% 2,130,941 $249.8M
Barclays PLC 0.10% Reduce -11.4% 2,077,591 $243.5M
California Public Employees Retirement System 0.14% Reduce -15.9% 2,068,313 $242.4M
National Pension Service 0.18% Add +0.4% 2,057,991 $241.2M
Deutsche Bank AG 0.08% Add +25.5% 2,047,842 $240.0M
Dimensional Fund Advisors LP 0.05% Add +3.9% 2,033,317 $238.3M
Caisse de depot et placement du Quebec 0.40% Reduce -23.2% 2,008,031 $235.4M
Cullen Capital Management, LLC 2.44% Reduce -5.6% 1,906,717 $223.5M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -5.5% 1,875,583 $219.8M
Cohen & Steers, Inc. 0.36% Add +83.3% 1,711,445 $200.6M
Ensign Peak Advisors, Inc 0.35% Reduce -2.2% 1,701,522 $199.4M
HSBC Holdings PLC 0.11% Add +17.6% 1,669,324 $195.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +6.0% 1,653,940 $194.2M
Bank of Montreal 0.07% Add +21.4% 1,481,805 $173.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.87% Reduce -0.4% 1,461,316 $171.3M
Russell Investments Group, Ltd. 0.18% Reduce -1.0% 1,392,480 $163.2M
T. Rowe Price Associates Inc. 0.02% Reduce -0.2% 1,362,071 $159.7M
Voya Investment Management LLC 0.18% Reduce -15.7% 1,339,306 $156.8M
Thrivent Financial for Lutherans 0.28% Add +0.6% 1,317,434 $154.4M
Empower Advisory Group, LLC 0.41% Add +0.8% 1,295,190 $151.8M
Rhumbline Advisers 0.12% Reduce -1.3% 1,272,325 $149.1M
OMERS ADMINISTRATION Corp 1.01% Reduce -48.9% 1,207,503 $141.5M
Bessemer Group Inc. 0.21% Reduce -4.8% 1,183,214 $138.7M
Mariner, LLC 0.16% Add +1.1% 1,159,494 $135.9M
Energy Income Partners, LLC 2.36% Add +185.1% 1,110,993 $130.2M
First Trust Advisors LP 0.09% Add +6.1% 1,051,941 $123.3M
Principal Financial Group Inc. 0.06% Add +3.5% 1,046,543 $122.7M
Focus Partners Wealth 0.14% Add +6.4% 1,021,996 $120.9M
Canada Pension Plan Investment Board 0.08% Reduce -16.0% 983,737 $115.3M
Jones Financial Companies LLLP 0.07% Add +10.2% 974,546 $114.2M
Citigroup Inc. 0.08% Add +11.3% 955,958 $112.0M
Ameriprise Financial Inc. 0.02% Add +2.8% 930,852 $109.1M
California State Teachers Retirement System 0.11% Reduce -0.6% 930,621 $109.1M
Manufacturers Life Insurance Company, The 0.09% Reduce -1.2% 905,559 $106.1M
Duff & Phelps Investment Management Co. 1.19% Reduce -13.2% 896,780 $105.1M
Natixis Advisors, LLC 0.15% Reduce -2.3% 878,130 $102.9M
Alliancebernstein L.P. 0.03% Reduce -2.4% 852,319 $99.9M
SG Americas Securities, LLC 0.13% Add +13817.7% 840,906 $98.6M
Milford Funds Ltd. 1.92% — 835,293 $97.9M
Nomura Asset Management International Inc. 0.15% — 833,903 $97.7M
Great Lakes Advisors, LLC 0.79% Reduce -0.4% 828,101 $97.1M
AQR Capital Management 0.05% Reduce -29.6% 827,981 $97.0M
Stifel Financial Corp. 0.09% Reduce -0.5% 812,896 $95.3M
Cincinnati Insurance Co. 1.42% No change 794,816 $93.2M
HighTower Advisors, LLC 0.10% Add +0.6% 785,632 $92.1M
ANTIPODES PARTNERS Ltd 1.90% Add +10.6% 770,972 $90.4M
New York State Common Retirement Fund 0.12% Reduce -1.2% 745,176 $87.3M
Wealth Enhancement Advisory Services, LLC 0.12% Add +3.4% 735,080 $86.7M
Clark Capital Management Group, Inc. 0.53% Add +0.3% 735,398 $86.2M
Truist Financial Corp. 0.11% Reduce -0.2% 721,838 $84.6M
Schroder Investment Management Group 0.06% Add +8.8% 711,317 $83.7M
State Board of Administration of Florida Retirement System 0.14% Reduce -2.3% 690,461 $80.9M
Korea Investment CORP 0.16% Add +8.9% 686,293 $80.4M
Janney Montgomery Scott LLC 0.18% Add +7.1% 685,014 $80.3M
PNC Financial Services Group, Inc. 0.04% Add +0.2% 669,784 $78.5M
Cetera Investment Advisers 0.08% Add +3.5% 660,862 $77.5M
BNP Paribas Financial Markets 0.05% Reduce -19.3% 651,673 $76.4M
Zimmer Partners, LP 1.99% Add +40.8% 642,929 $75.4M
FIL Ltd 0.06% Add +45.8% 635,291 $74.5M
Baird Financial Group, Inc. 0.11% Add +5.5% 616,355 $72.2M
New York State Teachers Retirement System 0.14% Reduce -1.6% 610,265 $71.5M
Bartlett & Co. Wealth Management LLC 0.91% Add +0.7% 592,671 $69.5M
Treasurer of the State of North Carolina 0.22% Add +68.8% 590,587 $69.2M
Victory Capital Management Inc. 0.04% Reduce -0.8% 577,270 $67.7M
Advisors Capital Management, LLC 0.80% Add +5.5% 571,835 $67.0M
Gotham Asset Management 0.24% Add +148.4% 561,222 $65.8M
Sei Investments Co. 0.06% Add +26.7% 553,760 $64.9M
Commonwealth Equity Services, LLC 0.09% Reduce -4.7% 553,188 $64.8M
Macquarie Group Ltd. 0.28% Reduce -63.9% 537,305 $63.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.36% Add +447.3% 513,905 $60.2M
Nordea Investment Management AB 0.05% Reduce -23.1% 508,021 $59.7M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Add +178.1% 505,891 $59.4M
APG Asset Management N.V. 0.17% Reduce -33.0% 584,995 $58.4M
Fifth Third Bancorp 0.18% Add +2.8% 479,284 $56.2M
CANADA LIFE ASSURANCE Co 0.10% Add +2.8% 471,078 $55.2M
Fort Washington Investment Advisors Inc. 0.29% Add +2.6% 469,948 $55.1M
Pictet Asset Management Holding SA 0.05% Add +0.3% 469,888 $55.1M
Captrust Financial Advisors 0.10% Add +2.4% 462,474 $54.2M
Aberdeen Group plc 0.08% Add +13.1% 445,781 $52.2M
Yaupon Capital Management LP 2.56% Add +6.3% 443,963 $52.0M
Osaic Holdings, Inc. 0.08% Reduce -15.1% 443,449 $51.9M
MML Investors Services, LLC 0.12% Add +7.7% 432,717 $50.7M
Brandywine Global Investment Management, LLC 0.34% Reduce -1.9% 426,984 $50.0M
Prudential Financial Inc. 0.06% Reduce -7.3% 423,999 $49.7M
Vaughan David Investments LLC 1.07% Add +0.2% 421,070 $49.4M
State of Wisconsin Investment Board 0.11% Add +1.1% 413,730 $48.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -1.2% 411,229 $48.3M
Epoch Investment Partners, Inc. 0.27% Reduce -1.2% 400,755 $47.0M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -0.6% 398,083 $46.7M
Keybank National Association 0.16% Add +5.5% 391,761 $45.9M
Old Republic International Corp. 1.81% Reduce -22.1% 383,196 $44.9M
Lockheed Martin Investment Management Co. 1.50% Add +39.5% 383,050 $44.9M
CIBC Asset Management Inc 0.11% Add +23.7% 380,636 $44.6M
Asset Management One Co., Ltd. 0.12% Reduce -1.4% 375,854 $44.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +13.7% 374,313 $43.9M
Creative Planning 0.03% Add +3.0% 367,918 $43.1M
National Bank of Canada 0.04% Add +75.0% 364,628 $42.7M
M&T Bank Corp 0.14% Add +4.9% 364,022 $42.7M
Cerity Partners LLC 0.06% Add +1.7% 361,974 $42.4M
TD Asset Management Inc 0.03% Add +0.9% 360,524 $42.3M
Exchange Traded Concepts, LLC 0.35% Add +4.1% 359,829 $42.2M
Quantinno Capital Management LP 0.08% Add +29.7% 358,740 $42.0M
Susquehanna International Group, LLP 0.06% Add +225.3% 356,050 $41.7M
Man Group plc 0.08% Add +315.5% 356,024 $41.7M
US Bancorp \de 0.05% Reduce -2.5% 346,613 $40.6M
Cambridge Investment Research Advisors, Inc. 0.11% Add +6.7% 345,795 $40.5M
Guggenheim Capital LLC 0.30% Add +9.9% 343,810 $40.3M
Magellan Asset Management Ltd 0.48% Add +12.0% 336,279 $39.4M
Corient Private Wealth LP 0.05% Reduce -1.5% 335,915 $39.4M
Public Employees Retirement System of Ohio 0.12% Add +3.8% 324,287 $38.0M
Heritage Wealth Advisors 1.45% Reduce -0.1% 323,963 $38.0M
Crawford Investment Counsel Inc. 0.63% Add +0.4% 323,207 $37.9M
Renaissance Technologies 0.06% Add +39.5% 317,850 $37.3M
Assenagon Asset Management S.A. 0.06% Reduce -61.9% 315,223 $36.9M
Gabelli Funds LLC 0.25% Reduce -0.8% 313,850 $36.8M
Resona Asset Management Co.,Ltd. 0.18% Reduce -2.6% 312,650 $36.7M
Neuberger Berman Group LLC 0.03% Reduce -64.2% 311,131 $36.5M
Van Eck Associates Corp. 0.03% Add +6.4% 309,888 $36.3M
Stephens Inc. 0.45% Reduce -4.2% 307,179 $36.0M
Mn Services Vermogensbeheer B.V. 0.22% Add +3.2% 303,306 $35.5M
Los Angeles Capital Management LLC 0.12% Add +497.7% 282,754 $35.4M
Robeco Institutional Asset Management B.V. 0.05% Reduce -2.2% 298,601 $35.0M
Illinois Municipal Retirement Fund 0.43% Add +25.9% 294,156 $34.5M
Nomura Asset Management Co. Ltd. 0.09% Add +1.9% 292,098 $34.2M
State of Tennessee, Department of Treasury 0.10% Reduce -0.3% 270,654 $32.8M
Edgar Lomax Co. 2.47% Reduce -2.3% 277,161 $32.5M
Toronto Dominion Bank 0.06% Reduce -11.5% 276,821 $32.4M
State of New Jersey Common Pension Fund D 0.11% No change 267,691 $31.4M
Jennison Associates LLC 0.02% Reduce -2.0% 260,403 $30.5M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -79.1% 256,742 $30.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +24.5% 256,437 $30.0M
D.A. Davidson & Co. 0.18% Add +4.6% 250,095 $29.3M
Worldquant Millennium Advisors LLC 0.11% Add +59.0% 248,452 $29.1M
Intech Investment Management LLC 0.26% Add +243.6% 247,392 $29.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.88% Add +0.2% 244,470 $28.7M
Comerica Bank 0.11% Reduce -3.4% 243,139 $28.5M
Thomasville National Bank 1.74% Add +3.1% 239,983 $28.1M
Huntington National Bank 0.23% Add +1.2% 237,457 $27.8M
Rockefeller Capital Management L.P. 0.05% Add +2.4% 233,089 $27.3M
Commerce Bank 0.15% Reduce -0.1% 232,770 $27.3M
DAVENPORT & Co LLC 0.14% Add +4.0% 226,094 $26.5M
CIBC Private Wealth Group LLC 0.04% Add +309.7% 225,280 $26.4M
NewEdge Advisors, LLC 0.09% Add +15.8% 223,151 $26.2M
CSM Advisors, LLC 0.71% Reduce -20.5% 221,722 $26.0M
Arizona State Retirement System 0.14% Reduce -3.5% 219,098 $25.7M
Pinnacle Financial Partners, Inc. 0.19% — 217,644 $25.5M
Mercer Global Advisors Inc. 0.04% Add +9.1% 216,507 $25.4M
Aptus Capital Advisors, LLC 0.22% Add +4.6% 216,439 $25.4M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +3692.2% 216,347 $25.4M
Cwm, LLC 0.07% Add +2.3% 214,498 $25.1M
Hancock Whitney Corp. 0.45% Reduce -2.5% 213,281 $25.0M
Teacher Retirement System of Texas 0.09% Add +13.6% 211,710 $24.8M
Sanctuary Advisors, LLC 0.14% Add +4.2% 211,691 $24.8M
STRS Ohio 0.09% Reduce -3.3% 211,294 $24.8M
CapWealth Advisors, LLC 2.16% Add +1.4% 209,896 $24.6M
Czech National Bank 0.16% Add +3.8% 205,053 $24.0M
Liberty One Investment Management, LLC 3.07% Reduce -60.7% 205,003 $24.0M
State of Michigan Retirement System 0.12% Reduce -3.2% 203,636 $23.9M
Godsey & Gibb, Inc. 2.14% Add +0.1% 203,338 $23.8M
Arbejdsmarkedets Tillaegspension 0.60% — 201,831 $23.7M
&partners 0.12% Add +10.7% 201,265 $23.6M
Daiwa Securities Group Inc. 0.08% Add +2.8% 201,010 $23.6M
Public Sector Pension Investment Board 0.08% Reduce -6.5% 198,040 $23.2M
Steward Partners Investment Advisory, LLC 0.12% Add +5.9% 193,987 $22.7M
DekaBank Deutsche Girozentrale 0.04% No change 208,291 $22.6M
Silvercrest Asset Management Group LLC 0.15% Add +14.5% 191,188 $22.4M
Clarity Financial LLC 2.07% Add +11.1% 191,138 $22.4M
Payden & Rygel 1.55% Reduce -24.4% 189,690 $22.2M
Stack Financial Management, Inc 1.68% Reduce -2.0% 188,312 $22.1M
IFM Investors Pty Ltd 0.18% Add +2.8% 187,425 $22.0M
Bollard Group LLC 0.58% Reduce -22.5% 187,007 $21.9M
MetLife Investment Management, LLC 0.11% Reduce -3.4% 186,427 $21.9M
O'shaughnessy Asset Management, LLC 0.12% Add +3.1% 185,138 $21.7M
Vestcor Inc 0.62% Add +27.0% 184,418 $21.6M
UMB Bank, n.a. 0.28% Reduce -1.9% 181,698 $21.3M
Kestra Advisory Services, LLC 0.09% Add +5.6% 180,792 $21.2M
Allworth Financial LP 0.09% Reduce -1.5% 179,404 $21.0M
Wesbanco Bank Inc. 0.57% Add +9.5% 176,940 $20.7M
Bokf, NA 0.31% Reduce -6.1% 171,820 $20.1M
Calamos Advisors LLC 0.12% Reduce -3.9% 171,685 $20.1M
Royal London Asset Management Ltd. 0.04% Reduce -3.1% 171,565 $20.1M
Eurizon Capital SGR S.p.A. 0.06% — 169,888 $19.9M
Oppenheimer Asset Management Inc. 0.24% Reduce -4.8% 169,528 $19.9M
NorthCrest Asset Manangement, LLC 0.44% Add +0.1% 170,060 $19.9M
Forsta Ap-Fonden 0.12% Reduce -18.3% 167,300 $19.6M
Tiaa Trust, National Association 0.05% Add +4.5% 166,300 $19.5M
Retirement Systems of Alabama 0.06% Reduce -0.3% 165,435 $19.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +19.3% 165,024 $19.3M
Orion Porfolio Solutions, LLC 0.14% Add +1.2% 163,014 $19.1M
Willis Investment Counsel 0.97% No change 160,282 $18.8M
Bruce & Co., Inc. 5.66% No change 155,816 $18.3M
Woodmont Investment Counsel LLC 1.14% Add +1.5% 155,430 $18.2M
Credit Agricole S A 0.05% Reduce -14.8% 154,784 $18.1M
Wealthfront Advisers LLC 0.04% Add +11.2% 153,842 $18.0M
Laurel Wealth Advisors LLC 2.38% Reduce -0.3% 153,286 $18.0M
QRG Capital Management, Inc. 0.20% Add +4.8% 150,901 $17.7M
Canal Insurance CO 4.27% No change 150,166 $17.6M
Adams Diversified Equity Fund, Inc. 0.58% No change 150,000 $17.6M
Envestnet Portfolio Solutions, Inc. 0.06% Add +13.8% 147,762 $17.3M
ARS Wealth Advisors Group, LLC 1.55% Add +2.1% 146,222 $17.1M
ProShare Advisors LLC 0.03% Add +8.3% 146,098 $17.1M
Capital Fund Management S.A. 0.16% Add +77.3% 145,977 $17.1M
Amalgamated Bank 0.12% Reduce -4.6% 143,970 $16.9M
Martingale Asset Management L P 0.42% Add +42.8% 141,548 $16.6M
Oppenheimer & Co. Inc. 0.23% Reduce -7.1% 139,808 $16.4M
Daiichi Life Insurance Co., Ltd. 0.42% Reduce -8.3% 139,673 $16.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +23.4% 137,993 $16.2M
Independent Advisor Alliance 0.39% Add +0.7% 137,623 $16.1M
Two Sigma Investments, LP 0.03% Reduce -8.4% 137,499 $16.1M
Fayez Sarofim & Co 0.04% Add +3.8% 137,139 $16.1M
Colonial Trust Advisors 1.21% Add +0.6% 137,069 $16.1M
Qube Research & Technologies Ltd 0.02% Reduce -86.6% 136,784 $16.0M
Hudson Bay Capital Management LP 0.10% Add +1717.6% 136,504 $16.0M
Midwest Trust Co 0.20% Add +4.2% 135,091 $15.8M
Bank of Nova Scotia 0.02% Add +35.7% 135,054 $15.8M
CWA Asset Management Group, LLC 0.57% Reduce -2.7% 134,121 $15.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.3% 133,983 $15.7M
Woodline Partners LP 0.06% Add +29.1% 132,682 $15.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +22.7% 132,530 $15.5M
Guardian Partners Inc. 1.22% Add +1.8% 125,364 $15.3M
Utah Retirement Systems 0.14% Reduce -0.1% 128,457 $15.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% — 127,533 $14.9M
Cadinha & Co. LLC 2.28% Reduce -12.2% 126,212 $14.8M
Beck Mack & Oliver LLC 0.27% No change 125,065 $14.7M
South Dakota Investment Council 0.28% Reduce -1.0% 124,941 $14.6M
Ilmarinen Mutual Pension Insurance Co 0.12% Reduce -28.9% 124,500 $14.6M
USS Investment Management Ltd 0.07% No change 124,291 $14.6M
Randolph Co Inc 1.39% Add +1.5% 123,940 $14.5M
Assetmark, Inc. 0.03% Add +14.6% 123,669 $14.5M
Vanguard Personalized Indexing Management, LLC 0.14% Reduce -4.2% 123,481 $14.5M
Xponance LLC 0.11% Add +6.2% 123,340 $14.5M
Oak Grove Capital LLC 2.79% Add +4.4% 119,750 $14.0M
Police & Firemen's Retirement System of New Jersey 0.12% Reduce -5.0% 118,813 $13.9M
Brookstone Capital Management 0.16% Reduce -2.1% 118,018 $13.8M
Stonebridge Capital Advisors LLC 0.96% Add +2.7% 117,765 $13.8M
United Capital Management of KS, Inc. 1.92% Reduce -0.4% 116,779 $13.7M
Azimuth Capital Investment Management LLC 0.49% Reduce -0.4% 116,198 $13.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +0.9% 115,512 $13.5M
Cibc World Markets Corp. 0.07% — 112,850 $13.2M
Bcwm, LLC 3.93% Add +2.4% 112,106 $13.1M
United Asset Strategies, Inc. 0.99% Add +1.6% 109,335 $12.8M
FineMark National Bank & Trust 0.39% Add +3.1% 107,286 $12.6M
Cantor Fitzgerald Investment Advisors L.P. 0.93% Reduce -11.7% 106,935 $12.5M
New York Life Investment Management LLC 0.11% Add +1.0% 106,667 $12.5M
NEOS Investment Management LLC 0.07% Add +2.8% 106,334 $12.5M
Yousif Capital Management, LLC 0.14% Reduce -4.3% 103,998 $12.4M
Waverly Advisors, LLC 0.10% Add +12.8% 105,647 $12.4M
Pathstone Holdings, LLC 0.05% Reduce -2.6% 105,289 $12.3M
Jefferies Financial Group Inc. 0.10% Add +30.7% 104,920 $12.3M
CCM Investment Advisers LLC 1.16% Add +3.9% 103,702 $12.2M
Rakuten Investment Management, Inc. 0.04% Add +532.0% 102,299 $12.0M
Aventail Capital Group, LP 0.69% Add +2.5% 102,447 $12.0M
iA Global Asset Management Inc. 0.15% Reduce -41.0% 101,918 $11.9M
Bogart Wealth, LLC 0.48% Add +2.0% 101,665 $11.9M
Greystone Financial Group, LLC 1.84% Add +7.3% 100,585 $11.8M
Lowe Brockenbrough & Co. Inc. 0.57% Add +1.0% 99,563 $11.7M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.2% 99,164 $11.6M
Nissay Asset Management Corp. /Japan 0.06% Reduce -25.9% 98,331 $11.5M
First Citizens Bank & Trust Co. 0.24% Add +1.6% 98,162 $11.5M
SageGuard Financial Group, LLC 1.81% — 96,850 $11.4M
Hennessy Advisors Inc. 0.40% Reduce -2.7% 96,787 $11.3M
Biondo Investment Advisors, LLC 1.33% Reduce -0.1% 93,591 $11.0M
Oak Harvest Investment Services 1.19% Reduce -12.8% 93,332 $10.9M
Balyasny Asset Management L.P. 0.02% Add +199.2% 92,184 $10.8M
Blair William & Co. 0.03% Reduce -4.3% 92,179 $10.8M
Linscomb Wealth, Inc. 0.45% Add +0.7% 92,107 $10.8M
Janney Capital Management LLC 0.66% Reduce -1.7% 89,746 $10.5M
Private Advisor Group, LLC 0.05% Add +14.6% 89,501 $10.5M
Oregon Public Employees Retirement Fund 0.13% Add +0.1% 89,020 $10.4M
Vinva Investment Management Ltd 0.13% Add +87.8% 88,505 $10.4M
Alley Investment Management Company, LLC 1.20% Reduce -0.7% 87,409 $10.2M
J.W. Cole Advisors, Inc. 0.25% Add +2.7% 92,571 $10.2M
Acadian Asset Management LLC 0.02% Add +3024.7% 86,272 $10.1M
Rafferty Asset Management, LLC 0.03% Add +4.6% 85,635 $10.0M
Tectonic Advisors LLC 0.53% Add +8.1% 85,469 $10.0M
Metis Global Partners, LLC 0.23% Add +2.9% 84,276 $9.9M
Mutual of America Capital Management LLC 0.10% Reduce -0.9% 83,489 $9.8M
HB Wealth Management, LLC 0.06% Reduce -2.0% 83,468 $9.8M
Tompkins Financial Corp. 0.76% Add +0.5% 83,234 $9.8M
Intact Investment Management Inc. 0.28% Add +0.8% 82,800 $9.7M
Anchor Investment Management, LLC 0.79% Add +0.6% 82,786 $9.7M
Capital Investment Advisory Services, LLC 0.68% Add +3.3% 82,182 $9.6M
Glenmede Trust Co. NA 0.04% — 81,012 $9.5M
Romano Brothers and Company 1.08% Reduce -0.8% 80,822 $9.5M
Loomis Sayles & Co. L P 0.01% Add +6.6% 80,430 $9.4M
Benjamin Edwards Inc. 0.10% Add +2.4% 79,891 $9.4M
Advisors Management Group Inc. 1.67% Add +187.8% 78,293 $9.2M
Tower Bridge Advisors 0.93% Add +232.8% 78,049 $9.1M
Bell Bank 0.39% Reduce -2.2% 77,541 $9.1M
Swiss Life Asset Management Ltd 0.05% Add +1.1% 77,352 $9.1M
State of Alaska, Department of Revenue 0.10% Reduce -6.9% 77,272 $9.1M
Florida Trust Wealth Management Co 0.25% Add +2.3% 76,744 $9.0M
Advocate Group LLC 1.42% Add +5.8% 75,070 $8.8M
Edgestream Partners, L.P. 0.25% Reduce -34.6% 74,912 $8.8M
Strategic Wealth Investment Group, LLC 1.07% Reduce -23.6% 74,570 $8.7M
Investment Management Corp of Ontario 0.12% Add +27.8% 74,461 $8.7M
Kestra Private Wealth Services, LLC 0.11% Reduce -0.8% 72,876 $8.5M
Camden National Bank 1.17% Add +1.1% 72,866 $8.5M
New Age Alpha Advisors, LLC 0.37% Reduce -2.2% 72,510 $8.5M
Visionary Wealth Advisors 0.38% Add +2.1% 71,393 $8.4M
Pacer Advisors, Inc. 0.02% Add +7.8% 70,723 $8.3M
KBC Group NV 0.02% Add +9.0% 70,369 $8.2M
Commerzbank Aktiengesellschaft 0.16% Add +7.1% 69,145 $8.1M
Northside Capital Management, LLC 0.69% No change 68,152 $8.0M
Agf Management Ltd. 0.03% Add +1.0% 67,979 $8.0M
Mediolanum International Funds Ltd 0.08% Add +239.9% 67,682 $8.0M
Strategic Advisors LLC 1.25% Reduce -0.6% 67,814 $7.9M
Washington Trust Bank 0.56% Add +4.2% 67,795 $7.9M
New England Asset Management Inc. 1.06% Reduce -8.3% 66,435 $7.8M
Cincinnati Casualty Co. 3.94% No change 66,300 $7.8M
GLOBALT Investments LLC / GA 0.28% Add +14.2% 65,495 $7.7M
Thompson Siegel & Walmsley LLC 0.13% Add +0.3% 64,669 $7.6M
Capital Investment Advisors, LLC 0.11% Add +3.3% 64,147 $7.5M
Horizon Investments, LLC 0.09% Add +0.2% 63,652 $7.5M
Meyer Handelman Co. 0.23% Reduce -2.4% 63,340 $7.4M
Hudson Edge Investment Partners Inc. 1.10% Add +2.6% 63,317 $7.4M
Windward Capital Management Co. 0.59% Reduce -6.3% 63,298 $7.4M
Welch & Forbes LLC 0.09% Reduce -0.1% 63,205 $7.4M
UniSuper Management Pty Ltd 0.04% Add +0.9% 63,141 $7.4M
Global Retirement Partners, LLC 0.13% Add +29.6% 62,821 $7.4M
Concurrent Investment Advisors, LLC 0.08% Add +23.0% 62,701 $7.3M
First Horizon Corp. 0.33% Add +3.2% 62,679 $7.3M
Reliant Investment Partners, LLC 5.75% Reduce -1.5% 62,479 $7.3M
Canada Post Corp Registered Pension Plan 0.28% Add +6.2% 62,352 $7.3M
Kingsview Wealth Management, LLC 0.11% Add +16.4% 62,308 $7.3M
Cyndeo Wealth Partners, LLC 0.39% Add +912.3% 62,164 $7.3M
Walleye Capital LLC 0.04% Add +33.5% 62,076 $7.3M
KMG Fiduciary Partners, LLC 0.52% Add +2.8% 62,057 $7.3M
Savant Capital, LLC 0.04% Add +2.9% 61,723 $7.2M
Strategic Planning Group, LLC 0.93% Add +10.7% 61,678 $7.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 60,633 $7.1M
First PREMIER Bank 1.63% Reduce -3.9% 60,587 $7.1M
Atria Investments, Inc 0.08% Add +1.1% 60,499 $7.1M
Mizuho Securities USA LLC 0.12% Reduce -0.0% 56,624 $7.0M
Lido Advisors, LLC 0.03% Add +5.5% 56,870 $7.0M
Vontobel Holding Ltd. 0.02% Reduce -0.2% 59,520 $7.0M
Beacon Investment Advisory Services, Inc. 0.28% Add +2.7% 59,360 $7.0M
Allstate Corp. 0.09% Add +107.0% 59,097 $6.9M
Harbour Investments, Inc. 0.14% Add +185.1% 59,067 $6.9M
Rwa Wealth Partners, LLC 0.08% Add +12.3% 58,944 $6.9M
Founders Financial Alliance, LLC 1.29% Add +1.7% 58,251 $6.8M
Patten & Patten Inc. 0.40% Reduce -6.2% 58,191 $6.8M
Estabrook Capital Management 0.99% Reduce -1.1% 57,530 $6.7M
Pathway Financial Advisers, LLC 1.95% Reduce -0.2% 57,382 $6.7M
Prospera Financial Services Inc 0.11% Reduce -4.1% 57,281 $6.7M
Colonial Trust Co / SC 0.90% Reduce -1.3% 57,302 $6.7M
Smith Salley Wealth Management 0.33% Add +4.0% 56,806 $6.7M
Red Door Wealth Management, LLC 0.69% Add +2.9% 56,791 $6.7M
BCM Advisors, LLC 1.26% Reduce -0.5% 56,086 $6.6M
Argent Trust Co 0.23% Add +1.1% 56,007 $6.6M
Money Concepts Capital Corp. 0.37% Add +6.0% 55,713 $6.5M
United Capital Financial Advisors, LLC 0.04% Add +5.9% 55,620 $6.5M
Farmers & Merchants Investments Inc. 0.18% Reduce -3.4% 55,233 $6.5M
Principal Securities, Inc. 0.10% Add +8.1% 54,941 $6.4M
Brown Advisory Inc. 0.01% Reduce -3.3% 54,842 $6.4M
Coldstream Capital Management Inc. 0.08% Reduce -2.2% 54,741 $6.4M
Calydon Capital 1.08% Reduce -1.4% 54,502 $6.4M
Stratos Wealth Partners, LTD. 0.07% Reduce -0.4% 54,308 $6.4M
Csenge Advisory Group 0.29% Add +10.2% 54,111 $6.3M
Pinebridge Investments LLC 0.05% — 53,971 $6.3M
Farther Finance Advisors, LLC 0.07% Add +29.3% 53,861 $6.3M
Merit Financial Group, LLC 0.05% Add +4.3% 53,859 $6.3M
CPC Advisors, LLC 0.64% Add +2640.3% 53,710 $6.3M
Clough Capital Partners L P 0.56% No change 53,352 $6.3M
Whitener Capital Management, Inc. 1.42% Add +9.5% 53,111 $6.2M
Strategic Wealth Partners, Ltd. 0.42% Reduce -26.3% 52,745 $6.2M
Ellsworth Advisors, LLC 1.22% Add +7.4% 51,925 $6.2M
ProVise Management Group, LLC 0.44% Reduce -0.3% 52,666 $6.2M
Jamison Private Wealth Management, Inc. 0.76% Add +1.6% 52,252 $6.1M
Dean Investment Associates, LLC 0.87% Reduce -3.8% 52,200 $6.1M
TD Private Client Wealth LLC 0.13% Reduce -6.8% 51,589 $6.0M
Prudential PLC 0.05% No change 51,477 $6.0M
Mariner Investment Group LLC 0.38% Add +28.1% 51,250 $6.0M
Janus Henderson Group PLC 0.00% Add +3.2% 51,095 $6.0M
Geneos Wealth Management Inc. 0.15% Reduce -1.5% 50,661 $5.9M
Choreo, LLC 0.08% Add +3.9% 50,449 $5.9M
Jane Street Group, LLC 0.01% Reduce -80.2% 50,359 $5.9M
Zions Bancorporation, National Association 0.27% Reduce -1.9% 50,288 $5.9M
AE Wealth Management LLC 0.03% Add +2.2% 50,126 $5.9M
Family Legacy, Inc. 1.76% Reduce -0.1% 50,109 $5.9M
Sciencast Management LP 0.81% Add +43.4% 50,024 $5.9M
Moors & Cabot, Inc. 0.25% Add +6.0% 49,463 $5.8M
Schaper Benz & Wise Investment Counsel Inc. 0.42% Add +2.2% 49,406 $5.8M
Advisory Services Network, LLC 0.08% Reduce -6.5% 49,308 $5.8M
Benedict Financial Advisors Inc. 1.22% Add +1.3% 49,268 $5.8M
Crossmark Global Holdings, Inc. 0.08% Add +31.6% 49,077 $5.8M
NewSquare Capital LLC 0.51% Reduce -29.1% 49,047 $5.7M
Millennium Management 0.00% Reduce -73.4% 48,971 $5.7M
Kentucky Retirement Systems 0.16% No change 48,845 $5.7M
Providence Capital Advisors, LLC 0.96% Add +2.6% 48,608 $5.7M
Quadcap Wealth Management, LLC 0.65% Add +0.1% 48,488 $5.7M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -6.2% 48,269 $5.7M
Caprock Group, LLC 0.12% Reduce -0.3% 48,108 $5.6M
Sequoia Financial Advisors, LLC 0.03% Add +4.7% 47,962 $5.6M
Lazard Asset Management LLC 0.01% Add +47.3% 47,878 $5.6M
Eliot Finkel Investment Counsel, LLC 3.42% Reduce -0.8% 47,639 $5.6M
Punch & Associates Investment Management, Inc. 0.33% Add +0.4% 47,624 $5.6M
Eventide Asset Management, LLC 0.09% Add +7.9% 46,832 $5.5M
Advisors Asset Management, Inc. 0.09% Add +9.2% 46,774 $5.5M
Philadelphia Trust Co. 0.38% Reduce -3.3% 46,731 $5.5M
Chicago Partners Investment Group LLC 0.13% Reduce -2.3% 46,462 $5.5M
Covington Investment Advisors Inc. 0.74% Reduce -9.6% 46,280 $5.4M
Alberta Investment Management Corp 0.04% No change 46,200 $5.4M
Richard C. Young & CO., LTD. 0.48% Add +7.8% 46,039 $5.4M
SevenBridge Financial Group, LLC 0.87% Add +11.1% 45,393 $5.4M
Johnson Investment Counsel Inc. 0.04% Add +0.2% 45,956 $5.4M
Daymark Wealth Partners, LLC 0.17% Add +8.1% 45,899 $5.4M
Tocqueville Asset Management L.P. 0.08% Add +11.0% 45,645 $5.4M
River Road Asset Management, LLC 0.06% Reduce -5.2% 45,621 $5.3M
SouthState Bank Corp 0.24% Reduce -1.5% 45,560 $5.3M
CENTRAL TRUST Co 0.10% Reduce -3.9% 45,541 $5.3M
Clearstead Advisors, LLC 0.07% Reduce -12.9% 45,409 $5.3M
Boston Research & Management Inc. 1.23% Reduce -0.3% 45,407 $5.3M
Regal Investment Advisors LLC 0.32% Add +7.2% 45,407 $5.3M
Greenland Capital Management LP 0.83% Reduce -54.0% 45,374 $5.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +221.3% 45,275 $5.3M
Hartford Investment Management Co. 0.16% Reduce -1.2% 44,984 $5.3M
IFP Advisors, Inc 0.12% Add +80.2% 44,936 $5.3M
AlphaStar Capital Management, LLC 0.38% Add +5.9% 44,655 $5.2M
OneDigital Investment Advisors LLC 0.05% Reduce -11.6% 44,634 $5.2M
KKM Financial LLC 0.93% Add +17.8% 44,627 $5.2M
Strategy Asset Managers LLC 0.86% Add +7.7% 44,579 $5.2M
Apollon Wealth Management, LLC 0.09% Reduce -2.1% 44,526 $5.2M
Nisa Investment Advisors, LLC 0.02% Add +24.7% 44,261 $5.2M
Ausbil Investment Management Ltd 2.94% No change 44,190 $5.2M
Sky Investment Group LLC 0.87% Add +6.5% 44,113 $5.2M
Jackson Hole Capital Partners, LLC 0.87% Reduce -4.4% 43,566 $5.1M
one8zero8, LLC 1.11% Add +0.4% 43,425 $5.1M
1832 Asset Management L.P. 0.01% Add +122.4% 42,987 $5.0M
Empowered Funds, LLC 0.09% Add +24.4% 42,937 $5.0M
Vise Technologies, Inc. 0.10% Add +31.6% 42,863 $5.0M
World Investment Advisors 0.08% Add +62.7% 42,680 $5.0M
Tufton Capital Management 0.87% Add +0.0% 42,642 $5.0M
Schnieders Capital Management, Llc. 0.78% Add +36.2% 42,287 $5.0M
IFG Advisory, LLC 0.22% Add +5.3% 42,213 $4.9M
Highland Capital Management, LLC 0.24% Reduce -4.2% 41,880 $4.9M
Global Wealth Management Investment Advisory, Inc. 0.78% Add +6.4% 41,622 $4.9M
Principle Wealth Partners LLC 0.28% Add +4.3% 41,614 $4.9M
Occidental Asset Management, LLC 0.59% Add +3.9% 41,610 $4.9M
Morgan Dempsey Capital Management LLC 2.38% Reduce -9.4% 41,599 $4.9M
Farmers Trust Co. 0.79% Add +1.5% 41,578 $4.9M
Level Four Advisory Services, LLC 0.16% Add +0.0% 41,526 $4.9M
Rice Partnership, LLC 0.66% Add +35.3% 41,473 $4.9M
Wasatch Advisors LP 0.03% Reduce -0.2% 41,375 $4.8M
Synergy Asset Management, LLC 0.50% New 41,282 $4.8M
Arkadios Wealth Advisors 0.10% Add +14.0% 41,256 $4.8M
Union Bancaire Privee, UBP SA 0.06% Reduce -6.0% 38,299 $4.8M
Orange Investment Advisors, Inc. 0.53% Reduce -5.3% 41,102 $4.8M
Stablepoint Partners, LLC 0.75% Add +1.2% 41,075 $4.8M
MAI Capital Management 0.03% Add +4.3% 41,040 $4.8M
Nixon Peabody Trust Co. 0.36% Reduce -0.5% 40,787 $4.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.0% 40,457 $4.7M
Iowa State Bank 0.89% Reduce -1.7% 40,328 $4.7M
LGT Fund Management Co Ltd. 0.37% New 39,750 $4.7M
Louisiana State Employees Retirement System 0.08% Reduce -2.7% 39,700 $4.7M
GAM Holding AG 0.30% Add +159.4% 39,571 $4.6M
Equitable Holdings, Inc. 0.03% Add +20.6% 39,571 $4.6M
Aull & Monroe Investment Management Corp 2.33% Add +1.2% 39,559 $4.6M
Virginia Wealth Management Group, Inc. 2.71% Add +0.7% 39,530 $4.6M
Cinctive Capital Management LP 0.27% Reduce -70.7% 39,509 $4.6M
Holderness Investments Co. 0.94% Reduce -0.4% 39,505 $4.6M
Beacon Pointe Advisors, LLC 0.03% Add +4.5% 39,449 $4.6M
Atlantic Union Bankshares Corp 0.09% Reduce -0.3% 39,439 $4.6M
Morton Community Bank 0.99% Add +2.7% 37,778 $4.6M
Vest Financial, LLC 0.06% Add +19.7% 39,071 $4.6M
AlphaQuest LLC 0.26% Add +327.8% 39,046 $4.6M
Gulf International Bank (UK) Ltd 0.15% No change 39,007 $4.6M
Pegasus Asset Management, Inc. 1.40% Add +4.3% 38,835 $4.6M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +1.4% 38,804 $4.5M
Cincinnati Financial Corp. 0.09% No change 38,784 $4.5M
Turtle Creek Wealth Advisors, LLC 0.36% Add +15.0% 38,656 $4.5M
Maryland State Retirement & Pension System 0.09% No change 38,610 $4.5M
Profund Advisors LLC 0.14% Reduce -5.0% 38,602 $4.5M
Moneco Advisors, LLC 0.36% Reduce -0.2% 38,520 $4.5M
Mgo One Seven LLC 0.09% Add +16.0% 38,448 $4.5M
Banque Cantonale Vaudoise 0.16% Add +3.2% 38,185 $4.5M
Cary Street Partners Financial LLC 0.11% Add +13.2% 38,115 $4.5M
Sigma Planning Corp 0.12% Add +0.3% 38,100 $4.5M
Sterling Capital Management LLC 0.07% Reduce -26.5% 38,031 $4.5M
FAS Wealth Partners, Inc. 0.29% Add +4.9% 37,956 $4.4M
Beacon Financial Group 0.44% Reduce -4.0% 37,659 $4.4M
Constitution Capital LLC 2.08% Add +0.9% 37,438 $4.4M
Seven Springs Wealth Group, LLC 1.28% Add +3.5% 37,274 $4.4M
Bragg Financial Advisors, Inc 0.14% Reduce -3.3% 37,008 $4.3M
First Bank & Trust 0.71% Reduce -0.9% 36,982 $4.3M
Blue Trust, Inc. 0.05% Reduce -0.8% 36,525 $4.3M
Hennion & Walsh Asset Management, Inc. 0.15% Add +4.6% 36,443 $4.3M
GWN Securities Inc. 0.86% Add +9.2% 36,313 $4.3M
Trust Co. of Toledo NA 0.42% Add +0.1% 36,121 $4.2M
Resolution Capital Ltd 0.09% Reduce -55.1% 35,968 $4.2M
New Mexico Educational Retirement Board 0.13% Add +2.3% 35,960 $4.2M
Leavell Investment Management, Inc. 0.17% Reduce -8.6% 35,791 $4.2M
Axxcess Wealth Management, LLC 0.07% Add +0.1% 35,582 $4.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.15% — 35,545 $4.2M
Regions Financial Corp. 0.03% Reduce -3.8% 35,419 $4.2M
Employees Retirement System of Texas 0.04% Reduce -54.6% 35,256 $4.1M
Physicians Financial Services, Inc. 1.10% Reduce -2.4% 35,047 $4.1M
Norinchukin Bank, The 0.05% Reduce -0.1% 34,920 $4.1M
Marco Investment Management LLC 0.31% No change 34,879 $4.1M
Prime Capital Investment Advisors, LLC 0.05% Add +37.5% 34,779 $4.1M
Shelton Capital Management 0.08% Reduce -2.5% 34,772 $4.1M
Sagespring Wealth Partners, LLC 0.07% Reduce -0.9% 34,749 $4.1M
Trilogy Capital Inc. 0.18% Add +4.8% 34,614 $4.1M
Rothschild Investment LLC 0.22% Add +0.1% 34,409 $4.0M
Meritage Portfolio Management 0.27% New 34,277 $4.0M
Plimoth Trust Co. LLC 0.89% Add +3.3% 34,217 $4.0M
Bailard, Inc. 0.09% Add +5.8% 34,208 $4.0M
Townsend Asset Management Corp. /NC/ 1.41% Add +4.6% 34,191 $4.0M
Kingswood Wealth Advisors, LLC 0.19% Add +47.1% 34,134 $4.0M
Farmers National Bank 0.89% Reduce -0.1% 33,999 $4.0M
Pure Financial Advisors, LLC 0.06% Reduce -0.9% 33,914 $4.0M
Sargent Investment Group, LLC 0.50% Add +17.6% 33,679 $3.9M
Simmons Bank 0.26% Add +6.5% 33,629 $3.9M
Panagora Asset Management Inc. 0.01% Reduce -65.0% 33,574 $3.9M
Sowell Financial Services LLC 0.14% Add +3.0% 33,554 $3.9M
FourThought Financial Partners, LLC 0.33% Reduce -0.7% 33,469 $3.9M
Woodard & Co. Asset Management Group Inc. 0.62% Add +12.5% 33,435 $3.9M
Caldwell Trust Co 0.35% Reduce -2.8% 33,344 $3.9M
Royal Fund Management, LLC 0.36% Add +23.3% 33,304 $3.9M
Asset One Wealth Management LLC 0.53% — 32,183 $3.8M
American Assets Investment Management, LLC 0.26% No change 32,666 $3.8M
HighPoint Advisor Group LLC 0.08% Add +17.0% 32,575 $3.8M
Townsend & Associates, Inc 0.34% Reduce -2.3% 32,039 $3.8M
Texas Yale Capital Corp. 0.12% Add +3.4% 32,436 $3.8M
EP Wealth Advisors, LLC 0.02% — 32,369 $3.8M
NorthCoast Asset Management LLC 0.08% Reduce -39.4% 32,357 $3.8M
Stock Yards Bank & Trust Co. 0.12% Add +3.6% 32,342 $3.8M
Verition Fund Management LLC 0.02% Add +103.1% 32,253 $3.8M
Bahl & Gaynor LLC 0.02% Reduce -2.2% 32,098 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +16.0% 32,085 $3.8M
Abn Amro Investment Solutions 0.06% New 32,006 $3.8M
Cypress Capital Group 0.42% Add +7.5% 31,902 $3.7M
MUFG Securities EMEA plc 0.04% Add +114.3% 31,890 $3.7M
Vident Advisory, LLC 0.04% Add +6.9% 31,838 $3.7M
Twin Capital Management Inc. 0.45% Add +2.3% 31,256 $3.7M
Salem Investment Counselors Inc. 0.10% Reduce -0.3% 31,248 $3.7M
Sone Capital Management, LLC 0.30% New 31,129 $3.6M
Argyle Capital Management, LLC 1.21% Add +2.1% 31,034 $3.6M
Carson Advisory Inc. 1.88% Reduce -1.6% 30,925 $3.6M
Elo Mutual Pension Insurance Co 0.06% Reduce -39.5% 30,900 $3.6M
RNC Capital Management LLC 0.16% Reduce -22.4% 30,896 $3.6M
Pinnacle Associates Ltd. 0.05% Reduce -3.6% 30,736 $3.6M
Lynch & Associates 0.68% Reduce -2.2% 30,732 $3.6M
Old North State Trust, LLC 2.13% Add +15.0% 30,734 $3.6M
TrinityBridge Ltd 0.08% Reduce -2.4% 30,714 $3.6M
Dynamic Advisor Solutions LLC 0.12% Reduce -5.5% 30,676 $3.6M
Praxis Investment Management Inc. 0.21% Add +9.2% 30,450 $3.6M
PFG Investments, LLC 0.17% Reduce -2.5% 30,321 $3.6M
Empirical Finance, LLC 0.17% Reduce -3.6% 30,287 $3.5M
Coastal Bridge Advisors, LLC 0.27% Add +7.8% 30,248 $3.5M
Cohen Capital Management, Inc. 0.53% No change 30,133 $3.5M
Slocum, Gordon & Co LLP 2.56% No change 30,115 $3.5M
M Holdings Securities, Inc. 0.25% Add +72.5% 30,009 $3.5M
Banque Pictet & Cie SA 0.04% Reduce -1.3% 30,000 $3.5M
Trustmark Bank Trust Department 0.22% Reduce -4.9% 29,924 $3.5M
Glenview Trust Co 0.05% Add +3.1% 29,838 $3.5M
Cullinan Associates Inc. 0.24% Add +22.7% 29,648 $3.5M
Empire Financial Management Company, LLC 0.75% Add +0.1% 29,625 $3.5M
Bleakley Financial Group, LLC 0.06% Add +5.1% 29,601 $3.5M
Spectrum Asset Management, Inc. (NB/CA) 1.15% Reduce -12.8% 29,516 $3.5M
Asio Capital, LLC 0.49% Add +15.8% 29,363 $3.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +71.4% 29,201 $3.4M
Triangle Securities Wealth Management 0.72% Reduce -2.8% 29,131 $3.4M
Fox Hill Wealth Management 1.59% Add +2.5% 29,102 $3.4M
Snowden Capital Advisors LLC 0.09% Reduce -1.4% 28,971 $3.4M
Fiduciary Alliance LLC 0.22% Add +0.7% 28,890 $3.4M
Retirement Planning Group, LLC 0.11% Add +39.5% 28,799 $3.4M
Shepherd Financial Partners LLC 0.31% Reduce -0.6% 28,769 $3.4M
Old North State Wealth Management, LLC 1.58% Add +0.9% 28,700 $3.4M
Arrowstreet Capital, Limited Partnership 0.00% New 28,665 $3.4M
Te Ahumairangi Investment Management Ltd 0.60% Add +29.4% 28,659 $3.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +0.1% 28,576 $3.3M
Guardian Capital LP 0.10% No change 28,566 $3.3M
CGN Advisors LLC 0.26% Add +6.0% 28,458 $3.3M
Modera Wealth Management, LLC 0.04% Add +26.4% 28,214 $3.3M
Sheets Smith Wealth Management 0.36% Add +1.3% 27,999 $3.3M
Greenwood Capital Associates LLC 0.35% Add +7.8% 27,796 $3.3M
Montag A & Associates Inc. 0.15% Add +3.9% 27,503 $3.2M
Ascent Group, LLC 0.11% Reduce -4.6% 27,475 $3.2M
Squarepoint Ops LLC 0.01% Add +31.7% 27,323 $3.2M
Quadrant Capital Group LLC 0.10% Reduce -0.2% 26,946 $3.2M
North Dakota State Investment Board 0.12% — 26,681 $3.1M
Hilltop Holdings Inc. 0.19% Reduce -5.6% 26,680 $3.1M
Hamel Associates, Inc. 0.94% No change 26,639 $3.1M
Wealthspire Advisors, LLC 0.02% Add +22.7% 26,584 $3.1M
Chemung Canal Trust Co. 0.62% Reduce -1.6% 26,519 $3.1M
Apollon Financial, LLC 0.45% Add +3.3% 26,365 $3.1M
SVB Wealth LLC 0.18% Reduce -4.2% 26,328 $3.1M
Griffith & Werner, Inc. 1.56% Add +1.5% 26,063 $3.1M
Tidal Investments LLC 0.01% Add +100.0% 26,054 $3.1M
Logan Capital Management Inc. 0.13% Reduce -10.0% 26,012 $3.0M
Mill Capital Management, LLC 0.22% Add +0.0% 25,986 $3.0M
Leo Wealth, LLC 0.22% Add +40.9% 25,898 $3.0M
Franklin Street Advisors Inc. 0.17% Add +1.0% 25,807 $3.0M
Rowlandmiller & Partners.adv 0.58% Reduce -1.5% 25,786 $3.0M
Tradewinds, LLC. 0.72% Add +0.1% 25,758 $3.0M
Foundations Investment Advisors, LLC 0.04% Add +26.1% 25,699 $3.0M
Brick & Kyle, Associates 1.07% New 25,589 $3.0M
Wilmington Savings Fund Society, FSB 0.07% Reduce -2.7% 25,582 $3.0M
WealthShield Partners, LLC 0.33% Add +0.2% 25,512 $3.0M
Stiles Financial Services Inc 0.92% Add +5.5% 25,433 $3.0M
Ashton Thomas Private Wealth, LLC 0.07% Add +19.8% 25,399 $3.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.17% Reduce -3.6% 25,174 $3.0M
Fulton Bank, N.A. 0.10% Reduce -6.0% 25,120 $2.9M
Aspire Private Capital, LLC 0.65% Reduce -0.6% 25,059 $2.9M
Naples Global Advisors, LLC 0.22% Add +0.7% 25,022 $2.9M
Shoker Investment Counsel, Inc. 0.86% Add +1.8% 24,952 $2.9M
Counterweight Ventures, LLC 1.63% Add +0.4% 24,865 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 24,848 $2.9M
Marshall Investment Management, LLC 1.45% Add +13.3% 24,595 $2.9M
Evercore Wealth Management, LLC 0.04% Add +1.6% 24,587 $2.9M
StoneX Group Inc. 0.12% Add +49.3% 24,489 $2.9M
Smartleaf Asset Management LLC 0.11% Add +43.8% 24,390 $2.9M
Equitable Trust Co. 0.13% Reduce -3.2% 24,388 $2.9M
Live Oak Private Wealth LLC 0.39% Add +0.0% 24,190 $2.8M
Moran Wealth Management, LLC 0.09% Reduce -5.1% 24,154 $2.8M
T. Rowe Price Investment Management, Inc. 0.00% Add +19.5% 24,105 $2.8M
Machina Capital S.A.S. 0.54% Add +57.1% 24,008 $2.8M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -7.9% 23,916 $2.8M
Summit Trail Advisors, LLC 0.05% Reduce -1.4% 23,850 $2.8M
Creative Financial Designs Inc. 0.18% Add +3.7% 23,821 $2.8M
Wealth Group, Ltd. 2.71% — 23,736 $2.8M
Segall Bryant & Hamill, LLC 0.04% No change 23,583 $2.8M
Hall Capital Management Co. Inc. 1.06% Reduce -1.4% 23,481 $2.8M
Home Federal Bank of Tennessee 0.71% Reduce -0.1% 23,331 $2.7M
American National Bank & Trust 0.26% Add +182.6% 23,106 $2.7M
Capital Innovations LLC 0.77% — 22,975 $2.7M
Verdence Capital Advisors LLC 0.16% Reduce -13.0% 22,957 $2.7M
Wealthcare Advisory Partners LLC 0.05% Add +42.4% 22,801 $2.7M
Cornerstone Wealth Group, LLC 0.18% Add +0.1% 22,787 $2.7M
Bank & Trust Co 1.89% Add +0.3% 22,784 $2.7M
GMO 0.01% Add +35.3% 22,771 $2.7M
Brown Brothers Harriman & Co. 0.01% Reduce -2.0% 22,755 $2.7M
IMC-Chicago, LLC 0.05% New 22,712 $2.7M
WCG Wealth Advisors LLC 0.07% Add +71.0% 22,705 $2.7M
apricus wealth, LLC 1.34% Add +2.1% 22,371 $2.6M
Resources Management Corp. /CT/ 0.34% Reduce -1.5% 22,227 $2.6M
Adalta Capital Management LLC 1.16% No change 22,225 $2.6M
Siemens Fonds Invest GmbH 0.14% Add +25.4% 22,125 $2.6M
Kentucky Trust Co 1.38% Reduce -0.8% 22,181 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.5% 22,104 $2.6M
Morningstar Investment Management LLC 0.15% Reduce -73.0% 22,099 $2.6M
Spirit of America Management Corp. 0.55% Add +11.9% 22,050 $2.6M
AMG National Trust Bank 0.06% Reduce -1.4% 21,963 $2.6M
RMR Wealth Builders 0.21% Add +16.1% 21,867 $2.6M
Sound View Wealth Advisors Group, LLC 0.17% Reduce -0.4% 21,828 $2.6M
BTG Pactual Asset Management US LLC 0.29% Reduce -73.5% 21,739 $2.5M
BLB&B Advisors, LLC 0.11% Reduce -5.7% 21,445 $2.5M
Birmingham Capital Management Co. Inc. 1.11% No change 21,413 $2.5M
Dover Advisors, LLC 0.97% Add +2.6% 21,332 $2.5M
Securian Asset Management, Inc. 0.09% Reduce -43.7% 21,146 $2.5M
Hardin Capital Partners, LLC 1.17% Add +1.0% 21,143 $2.5M
Pursuit Wealth Strategies, LLC 3.48% — 21,142 $2.5M
Jefferson Bridge Capital, LLC 2.49% — 21,090 $2.5M
Vectors Research Management, LLC 0.75% Add +1.4% 20,998 $2.5M
Mufg Securities Americas Inc. 0.15% Reduce -0.1% 20,950 $2.5M
Ranch Capital Advisors Inc. 0.90% Add +5.6% 20,917 $2.5M
Ti-Trust, Inc. 1.51% Add +0.2% 20,837 $2.4M
Mutual Advisors, LLC 0.05% Add +1.3% 20,767 $2.4M
Greenleaf Trust 0.02% Reduce -3.9% 20,728 $2.4M
Arax Advisory Partners 0.07% Reduce -6.9% 20,674 $2.4M
Signaturefd, LLC 0.04% Add +0.5% 20,541 $2.4M
Delta Financial Advisors LLC 0.63% Add +16.4% 20,528 $2.4M
Platform Technology Partners 0.51% Add +5.3% 20,489 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.16% No change 20,474 $2.4M
Lee Danner & Bass Inc. 0.17% Reduce -2.6% 20,467 $2.4M
GAMMA Investing LLC 0.12% Reduce -4.2% 20,451 $2.4M
Certified Advisory Corp 0.22% Add +1.0% 20,443 $2.4M
University of Texas/Texas Am Investment Management Co. 0.34% Add +8.6% 20,364 $2.4M
Old Port Advisors 0.59% Add +2.8% 20,326 $2.4M
Wedbush Securities Inc. 0.07% Add +0.8% 20,312 $2.4M
Fifth Third Wealth Advisors LLC 0.08% Reduce -5.8% 20,292 $2.4M
Parallax Volatility Advisers, L.P. 0.08% Reduce -21.2% 20,277 $2.4M
Clarkston Capital Partners, LLC 0.05% No change 20,210 $2.4M
AlphaCore Capital LLC 0.05% Add +105.4% 20,151 $2.4M
Lineweaver Wealth Advisors, LLC 0.32% Add +7.0% 20,112 $2.4M
Valeo Financial Advisors, LLC 0.05% Reduce -4.6% 20,050 $2.4M
Compound Planning, Inc. 0.07% Add +32.8% 20,031 $2.3M
Stamos Capital Partners, L.P. 0.38% Add +49.3% 19,964 $2.3M
Community Bank & Trust, Waco, Texas 0.48% Add +3.1% 19,861 $2.3M
Bison Wealth, LLC 0.26% Reduce -1.2% 18,358 $2.3M
Miller Howard Investments Inc. 0.07% Add +7.9% 19,801 $2.3M
Parr McKnight Wealth Management Group, LLC 0.30% Add +0.5% 19,705 $2.3M
Harbor Capital Advisors, Inc. 0.18% Reduce -0.1% 19,684 $2.3M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -1.9% 19,598 $2.3M
Cannon Wealth Management Services, LLC 1.62% Reduce -0.0% 19,593 $2.3M
Callan Family Office, LLC 0.05% Add +19.1% 19,574 $2.3M
Citizens Financial Group Inc. 0.03% Add +0.0% 19,561 $2.3M
Ieq Capital, LLC 0.01% Reduce -22.8% 19,527 $2.3M
Cibc World Market Inc. 0.00% Add +0.1% 19,408 $2.3M
Advanced Asset Management Advisors Inc 0.62% No change 19,349 $2.3M
Mfa Wealth Advisors, LLC 0.48% Add +7.9% 19,206 $2.3M
SageView Advisory Group, LLC 0.08% Reduce -3.9% 19,199 $2.3M
Garton & Associates Financial Advisors LLC 1.29% — 19,156 $2.2M
Private Trust Co. NA 0.20% Add +19.8% 19,142 $2.2M
Davis Investment Partners, LLC 0.78% Reduce -1.5% 19,056 $2.2M
Inspire Trust Co, N.A. 0.37% Add +18.8% 19,000 $2.2M
Westwood Holdings Group Inc. 0.02% Add +5.2% 18,986 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.05% New 18,911 $2.2M
Plan Group Financial, LLC 0.57% Add +8.2% 18,864 $2.2M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.3% 18,839 $2.2M
Wealth Alliance, LLC 0.22% Reduce -1.4% 18,823 $2.2M
Measured Risk Portfolios, Inc. 2.54% Reduce -6.9% 18,815 $2.2M
Westpac Banking Corp. 0.14% Reduce -0.1% 18,760 $2.2M
Compagnie Lombard Odier SCmA 0.02% No change 18,750 $2.2M
Dougherty & Associates, LLC 1.96% — 18,685 $2.2M
Argent Advisors, Inc. 0.61% Reduce -0.2% 18,626 $2.2M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -3.2% 18,624 $2.2M
Canandaigua National Bank & Trust Co. 0.20% Reduce -4.3% 18,558 $2.2M
Andrew Hill Investment Advisors, Inc. 1.65% Reduce -49.7% 18,458 $2.2M
Summit Financial, LLC 0.03% Reduce -0.0% 18,458 $2.2M
Ledgewood Wealth Advisors, LLC 1.24% No change 18,404 $2.2M
Brandywine Financial Group 4.68% — 18,385 $2.2M
Stratos Investment Management, LLC 0.09% Add +2.0% 18,368 $2.2M
LVW Advisors, LLC 0.22% Reduce -7.3% 18,156 $2.1M
Wolff Wiese Magana LLC 1.16% Add +7.6% 18,147 $2.1M
TD Waterhouse Canada Inc. 0.01% Reduce -17.2% 18,107 $2.1M
Marino, Stram & Associates LLC 0.38% Add +1.3% 18,051 $2.1M
Indie Asset Partners, LLC 2.34% Add +369.6% 17,933 $2.1M
Berkeley Capital Partners, LLC 0.49% Reduce -16.3% 17,909 $2.1M
Delta Global Management LP 0.15% Reduce -11.8% 17,893 $2.1M
Rodgers Brothers Inc. 0.25% Reduce -17.2% 17,878 $2.1M
Tower Research Capital LLC (TRC) 0.05% Add +58.9% 17,855 $2.1M
HUB Investment Partners, LLC 0.06% Add +4.0% 17,655 $2.1M
RDA Financial Network 0.50% Add +3.5% 17,619 $2.1M
Brooklyn Investment Group 0.10% Add +32.1% 17,570 $2.1M
Strategic Blueprint, LLC 0.12% Reduce -28.0% 17,470 $2.0M
Norden Group LLC 0.20% Reduce -9.0% 17,455 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Reduce -2.3% 17,414 $2.0M
Wagner Wealth Management, LLC 0.43% Add +3.2% 17,407 $2.0M
Drake & Associates, LLC 0.41% Reduce -26.9% 17,404 $2.0M
Donaldson Capital Management, LLC 0.06% Add +0.1% 17,362 $2.0M
IHT Wealth Management, LLC 0.05% Add +1.6% 17,330 $2.0M
SWS Partners 0.49% Add +3.3% 17,310 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.59% Reduce -0.7% 17,298 $2.0M
Meeder Advisory Services, Inc. 0.09% Reduce -4.4% 17,254 $2.0M
V. M. Manning & Co., Inc. 2.03% Reduce -11.3% 17,192 $2.0M
Courier Capital LLC 0.11% Add +0.3% 17,186 $2.0M
Smith, Moore & Co. 0.15% Reduce -4.0% 17,159 $2.0M
Keeler Thomas Management LLC 0.95% Add +0.3% 17,046 $2.0M
London Co. of Virginia 0.01% No change 16,961 $2.0M
Ipswich Investment Management Co., Inc. 0.46% Reduce -1.3% 16,890 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.28% Add +0.0% 16,240 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% Add +8.2% 16,791 $2.0M
Clear Trail Advisors, LLC 0.46% — 16,775 $2.0M
Alaethes Wealth, LLC 0.55% Add +0.2% 16,705 $2.0M
Heritage Wealth Management, Inc. 0.54% Add +0.0% 16,671 $2.0M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -1.8% 16,629 $1.9M
Advisor OS, LLC 0.16% Add +1.3% 16,575 $1.9M
Marks Group Wealth Management, Inc 0.18% Add +13.5% 16,408 $1.9M
Essex Financial Services, Inc. 0.11% Add +0.9% 16,387 $1.9M
Orleans Capital Management Corp. 1.18% Reduce -5.8% 16,238 $1.9M
Cordgrass Capital Advisors, LLC 0.46% Add +8.7% 16,237 $1.9M
Advisory Alpha, LLC 0.05% Reduce -4.1% 16,234 $1.9M
Allianz Asset Management GmbH 0.00% Reduce -70.3% 16,236 $1.9M
Northcape Wealth Management, LLC 0.53% Reduce -0.2% 16,120 $1.9M
Precedent Wealth Partners, LLC 0.40% Add +8.1% 16,119 $1.9M
Meridian Wealth Management, LLC 0.07% Add +10.4% 16,040 $1.9M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.9% 16,035 $1.9M
Cornerstone Wealth Management, LLC 0.10% Add +6.9% 15,975 $1.9M
Symphony Financial, Ltd. Co. 0.25% Add +0.5% 15,809 $1.9M
Lanark Financial, Inc. 0.14% Reduce -4.6% 15,864 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% No change 15,833 $1.9M
Ballast, Inc. 0.43% Add +0.1% 15,790 $1.9M
Agp Franklin, LLC 0.87% Add +1.4% 15,752 $1.8M
Ameritas Advisory Services, LLC 0.07% Add +174.1% 15,727 $1.8M
AssuredPartners Investment Advisors, LLC 0.27% Add +3.4% 15,690 $1.8M
Jeppson Wealth Management, LLC 0.58% Reduce -0.3% 15,618 $1.8M
Alchemi Wealth, LLC 1.00% — 15,607 $1.8M
MidFirst Bank 0.15% — 17,445 $1.8M
Journey Retirement Planning & Investment Management LLC 0.38% — 15,592 $1.8M
Cornerstone Capital, Inc. 0.18% Add +2.1% 15,584 $1.8M
Ritholtz Wealth Management 0.03% Add +2.9% 15,579 $1.8M
Mission Wealth Management, LP 0.04% Reduce -0.7% 15,485 $1.8M
Steel Grove Capital Advisors, LLC 0.19% Reduce -10.2% 15,471 $1.8M
City Holding Co. 0.22% Reduce -0.5% 15,413 $1.8M
Trust Co of the South 0.29% Add +98.1% 15,397 $1.8M
First National Trust Co 0.06% Reduce -5.5% 15,391 $1.8M
Successful Portfolios LLC 0.92% Reduce -21.6% 15,422 $1.8M
Perigon Wealth Management, LLC 0.03% Add +0.3% 15,333 $1.8M
Wedmont Private Capital 0.06% Reduce -4.7% 15,423 $1.8M
InTrack Investment Management Inc 1.00% Add +10.6% 15,273 $1.8M
Curi Capital, LLC 0.03% Reduce -4.3% 15,202 $1.8M
Silver Oak Securities, Incorporated 0.12% Add +4.7% 15,129 $1.8M
Ethic Inc. 0.03% Reduce -0.1% 15,155 $1.8M
Center for Wealth Management Advisory 1.31% — 15,136 $1.8M
United Community Bank 0.67% Reduce -20.7% 15,108 $1.8M
Gibson Wealth Advisors LLC 1.21% No change 15,000 $1.8M
Prosperity Consulting Group, LLC 0.08% Reduce -1.6% 14,997 $1.8M
Rahlfs Capital, LLC 1.36% No change 14,986 $1.8M
Capitolis Liquid Global Markets LLC 0.01% New 14,851 $1.7M
Grandview Asset Management LLC 0.48% Add +5.9% 14,813 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -48.0% 14,810 $1.7M
Parcion Private Wealth LLC 0.11% Reduce -0.3% 14,789 $1.7M
Integrated Advisors Network LLC 0.08% Reduce -1.2% 14,766 $1.7M
Pettyjohn, Wood & White, Inc. 0.27% Add +2.6% 14,713 $1.7M
RKL Wealth Management LLC 0.14% Add +321.1% 14,689 $1.7M
Bull Street Advisors, LLC 0.80% No change 14,673 $1.7M
BCS Wealth Management 0.17% Add +95.1% 14,666 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Add +10.7% 14,658 $1.7M
Cresset Asset Management, LLC 0.01% Add +31.5% 14,652 $1.7M
Capital Investment Counsel, Inc 0.20% Add +0.0% 14,572 $1.7M
RFG Advisory, LLC 0.03% Reduce -4.8% 14,526 $1.7M
Ethos Financial Group, LLC 0.13% Reduce -6.4% 14,520 $1.7M
Private Wealth Partners, LLC 0.12% Reduce -1.2% 14,473 $1.7M
Biltmore Family Office, LLC 0.23% Add +25.9% 14,472 $1.7M
Convergence Financial, LLC 0.25% Add +6.5% 14,471 $1.7M
WealthTrust Axiom LLC 0.43% Reduce -1.4% 14,399 $1.7M
Meridian Financial Partners LLC 0.67% Add +2.2% 14,136 $1.7M
Victrix Investment Advisors 0.65% Add +4.1% 14,270 $1.7M
Confluence Wealth Services, Inc. 0.07% Reduce -6.7% 14,260 $1.7M
Burke & Herbert Bank & Trust Co. 0.46% Reduce -1.1% 14,247 $1.7M
Bfsg, LLC 0.16% Add +12.6% 14,199 $1.7M
NTV Asset Management LLC 0.18% Add +0.1% 14,184 $1.7M
MSH Capital Advisors LLC 0.35% Add +1.7% 14,121 $1.7M
Aaron Wealth Advisors LLC 0.09% Add +34.7% 14,117 $1.7M
CI Investments Inc. 0.01% Add +22.3% 14,087 $1.7M
Weaver Capital Management LLC 0.35% Add +19.6% 13,966 $1.6M
Park National Corp. 0.05% Reduce -2.6% 13,965 $1.6M
Modern Wealth Management, LLC 0.03% Add +10.2% 13,803 $1.6M
Wealth Dimensions Group, Ltd. 0.32% Reduce -2.4% 13,736 $1.6M
Armor Investment Advisors, LLC 0.59% Reduce -20.4% 13,730 $1.6M
Patrick Mauro Investment Advisor, INC. 0.84% Reduce -0.6% 13,728 $1.6M
LOM Asset Management Ltd 0.46% Add +2.0% 13,681 $1.6M
Cornerstone Planning, LLC 0.37% — 14,129 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +2.5% 13,640 $1.6M
ROI Financial Advisors, LLC 0.91% Add +7.8% 13,567 $1.6M
Dakota Wealth Management 0.03% Reduce -18.0% 13,552 $1.6M
Hartford Funds Management Co LLC 0.13% Reduce -2.2% 13,527 $1.6M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -47.7% 13,525 $1.6M
Trust Investment Advisors 0.84% Add +0.6% 13,484 $1.6M
Trust Co. of Vermont 0.07% Add +3.6% 13,481 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Add +4.5% 13,457 $1.6M
Maven Securities LTD 0.20% New 13,450 $1.6M
Nvwm, LLC 0.34% Reduce -0.7% 13,432 $1.6M
Focus Financial Network, Inc. 0.05% Add +1.6% 13,432 $1.6M
Welch Group, LLC 0.06% Add +4.3% 13,370 $1.6M
Ascentis Independent Advisors 0.25% Add +112.7% 13,369 $1.6M
Orca Wealth Management, LLC 1.12% Add +2.2% 12,926 $1.6M
Jacobi Capital Management LLC 0.09% Reduce -0.9% 13,320 $1.6M
First Manhattan Co. Llc. 0.00% Add +0.8% 13,295 $1.6M
Alpha Omega Wealth Management LLC 0.26% Add +0.3% 13,253 $1.6M
Mechanics Bank Trust Department 0.20% Reduce -2.7% 13,247 $1.6M
Diversified Trust Co. 0.03% Add +5.9% 13,239 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -59.5% 13,224 $1.5M
Novare Capital Management LLC 0.12% Add +2.4% 13,220 $1.5M
Aviva PLC 0.00% No change 13,213 $1.5M
Raleigh Capital Management Inc. 0.56% Add +4.8% 13,194 $1.5M
Alps Advisors Inc. 0.01% Add +29.5% 13,157 $1.5M
Tema ETFs LLC 0.12% Reduce -0.3% 13,117 $1.5M
Twin City Private Wealth, LLC 1.16% Add +5.6% 13,101 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -10.1% 12,996 $1.5M
Qtron Investments LLC 0.20% Reduce -10.8% 12,983 $1.5M
Portside Wealth Group, LLC 0.21% Add +1.4% 12,932 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.06% New 12,900 $1.5M
Kennondale Capital Management LLC 1.11% No change 12,865 $1.5M
Norway Savings Bank 0.69% No change 12,786 $1.5M
HBK Sorce Advisory LLC 0.03% Add +1.1% 12,281 $1.5M
Hanson & Doremus Investment Management 0.18% Reduce -5.3% 12,713 $1.5M
VestGen Advisors, LLC 0.06% Add +22.7% 12,705 $1.5M
MTM Investment Management, LLC 0.47% Reduce -2.1% 12,625 $1.5M
Highview Capital Management LLC 0.52% Reduce -2.1% 12,608 $1.5M
JT Stratford LLC 0.19% Add +3.1% 12,595 $1.5M
Brooks, Moore & Associates, Inc. 0.72% Add +1.2% 12,582 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -3.2% 12,574 $1.5M
Concord Wealth Partners 0.19% Reduce -2.4% 12,568 $1.5M
Premier Fund Managers Ltd 0.08% Add +25.0% 12,500 $1.5M
Voya Financial Advisors, Inc. 0.14% Add +0.6% 12,478 $1.5M
Richard Bernstein Advisors LLC 0.04% Reduce -9.9% 12,486 $1.5M
Drucker Wealth 3.0, LLC 0.26% Reduce -8.2% 12,467 $1.5M
Safe Harbor Fiduciary, LLC 1.29% — 12,446 $1.5M
Columbia Asset Management 0.26% Add +3.8% 12,434 $1.5M
Doliver Advisors, LP 0.36% Add +57.8% 12,433 $1.5M
Allen Capital Group, LLC 0.13% Reduce -1.1% 12,371 $1.5M
Patten Group, Inc. 0.27% Add +0.0% 12,361 $1.4M
Earnest Partners LLC 0.01% Reduce -9.8% 12,304 $1.4M
Pullen Investment Management, LLC 0.76% Reduce -0.7% 12,283 $1.4M
Continuum Advisory, LLC 0.14% Reduce -1.3% 12,270 $1.4M
Souders Financial Advisors 0.16% Add +0.3% 12,257 $1.4M
TCW Group Inc. 0.01% New 12,231 $1.4M
SWP Investment Management LLC 1.04% Reduce -19.4% 12,229 $1.4M
Cornercap Investment Counsel Inc. 0.70% Reduce -1.3% 12,199 $1.4M
Penobscot Investment Management Company, Inc. 0.11% Reduce -0.9% 12,111 $1.4M
ZWJ Investment Counsel Inc. 0.05% Reduce -0.3% 12,064 $1.4M
Burkett Financial Services, LLC 0.48% Add +0.5% 12,049 $1.4M
MBL Wealth, LLC 0.11% Add +22.5% 12,017 $1.4M
Excalibur Management Corp. 0.51% Add +0.2% 12,014 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +111.3% 11,999 $1.4M
Bellecapital International Ltd. 0.25% Add +0.9% 11,986 $1.4M
Carnegie Investment Counsel 0.03% Add +8.5% 11,973 $1.4M
D. E. Shaw & Co. 0.00% Reduce -71.7% 11,965 $1.4M
Marble Harbor Investment Counsel, LLC 0.15% No change 11,958 $1.4M
Allen Wealth Management, LLC 0.84% Add +9.3% 11,952 $1.4M
Everhart Financial Group, Inc. 0.13% Reduce -2.6% 11,932 $1.4M
Harmony Asset Management LLC 0.47% Add +8.9% 11,903 $1.4M
First County Bank 0.73% Reduce -4.4% 11,869 $1.4M
Mystic Asset Management, Inc. 0.31% Reduce -3.0% 11,844 $1.4M
Claro Advisors Inc. 0.19% Reduce -0.5% 11,803 $1.4M
LongView Wealth Management 0.33% Add +0.2% 11,850 $1.4M
Chesley Taft & Associates LLC 0.05% Add +15.0% 11,796 $1.4M
Concord Asset Management, LLC 0.24% Reduce -2.5% 11,781 $1.4M
Savvy Advisors, Inc. 0.04% Add +58.5% 11,706 $1.4M
Valmark Advisers, Inc. 0.02% Add +0.9% 11,537 $1.4M
Scotia Capital Inc. 0.01% Add +4.1% 11,532 $1.4M
LS Investment Advisors, LLC 0.19% Add +6.0% 11,445 $1.3M
LCNB Corp. 0.45% Add +0.7% 11,432 $1.3M
Phillips Wealth Planners LLC 1.07% Add +3.5% 11,185 $1.3M
NewEdge Wealth, LLC 0.02% Add +90.7% 11,374 $1.3M
Ausdal Financial Partners, Inc. 0.06% Reduce -0.1% 11,366 $1.3M
Greenfield Savings Bank 0.56% Reduce -3.1% 11,356 $1.3M
Townsquare Capital LLC 0.30% Reduce -1.2% 11,352 $1.3M
Segment Wealth Management, LLC 0.08% Add +6.4% 11,351 $1.3M
Cascades Capital Asset Management, LLC 0.57% Reduce -10.6% 11,347 $1.3M
Point Windward Advisors Inc. 0.65% Add +1.1% 11,345 $1.3M
Trivium Point Advisory, LLC 0.13% Add +5.9% 11,304 $1.3M
Axq Capital, LP 0.30% New 11,296 $1.3M
Independent Financial Group, LLC 0.03% Reduce -1.3% 11,248 $1.3M
SBI Okasan Asset Management Co.Ltd. 0.07% — 11,200 $1.3M
Keystone Financial Group 0.10% Add +0.4% 11,227 $1.3M
LMG Wealth Partners, LLC 0.25% Reduce -0.0% 11,223 $1.3M
Outfitters Financial LLC 1.03% Add +1.3% 11,215 $1.3M
Parallel Advisors, LLC 0.02% Reduce -2.4% 11,179 $1.3M
Candriam S.C.A. 0.01% New 11,160 $1.3M
Bank Ozk 0.46% Reduce -1.7% 11,158 $1.3M
Edge Financial Advisors LLC 0.55% Add +21.5% 6,664 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +0.1% 11,104 $1.3M
Cassia Capital Partners, LLC 0.70% Reduce -0.9% 11,047 $1.3M
Clearbridge Investments, LLC 0.00% Add +4.7% 11,022 $1.3M
Revisor Wealth Management LLC 0.35% Add +53.6% 10,984 $1.3M
MainStreet Investment Advisors LLC 0.18% Reduce -18.6% 10,963 $1.3M
Insigneo Advisory Services, LLC 0.09% Add +3.6% 10,962 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Add +2.8% 10,913 $1.3M
NovaPoint Capital, LLC 0.33% Add +7.3% 10,849 $1.3M
Widmann Financial Services, Inc. 0.78% Add +0.6% 10,843 $1.3M
1ST Source Bank 0.07% Reduce -0.9% 10,824 $1.3M
Kenora Financial, LLC 0.43% Add +0.5% 10,794 $1.3M
Fideuram Asset Management (Ireland) dac 0.10% — 10,829 $1.3M
Balboa Wealth Partners 0.21% Reduce -2.8% 10,771 $1.3M
LifePlan Financial, LLC 0.97% Add +5.3% 10,751 $1.3M
Whalerock Point Partners, LLC 0.25% Add +2.7% 10,732 $1.3M
Cherokee Insurance Co 0.51% No change 10,700 $1.3M
TCV Trust & Wealth Management, Inc. 0.10% Add +2.5% 10,684 $1.3M
OmniStar Financial Group, Inc. 0.73% Add +1.4% 10,671 $1.3M
Formidable Asset Management, LLC 0.18% Reduce -9.1% 10,098 $1.2M
Eagle Global Advisors LLC 0.05% New 10,650 $1.2M
Fortress Private Ledger, LLC 0.41% Add +4.2% 10,620 $1.2M
Fourpath Capital Management, LLC 0.17% Reduce -0.7% 10,580 $1.2M
Roxbury Financial LLC 1.11% Add +0.8% 10,531 $1.2M
First City Capital Management, Inc. 0.65% Reduce -2.7% 10,493 $1.2M
CFS Investment Advisory Services, LLC 0.09% Add +6.2% 10,446 $1.2M
Taylor Hoffman Capital Management LLC 0.37% Add +0.7% 10,375 $1.2M
O'Keefe Stevens Advisory, Inc. 0.32% Add +4.7% 10,359 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -16.1% 10,305 $1.2M
Gables Capital Management Inc. 0.51% Add +3.5% 10,254 $1.2M
Northstar Financial Companies, Inc. 0.95% Reduce -22.4% 10,197 $1.2M
NFSG Corp 0.19% Reduce -1.6% 10,184 $1.2M
Retirement Guys Formula LLC 0.54% Reduce -0.3% 10,163 $1.2M
Chicago Capital, LLC 0.03% Reduce -1.4% 10,119 $1.2M
Ballentine Partners, LLC 0.02% Reduce -16.2% 10,071 $1.2M
Fiduciary Trust Co 0.01% Reduce -14.6% 10,062 $1.2M
Intesa Sanpaolo S.p.A. 0.08% — 10,000 $1.2M
Winthrop Capital Management, LLC 0.27% Reduce -1.5% 10,022 $1.2M
Haverford Trust Co 0.01% Add +3.2% 10,017 $1.2M
Bluebird Wealth Management LLC 1.09% — 9,996 $1.2M
Journey Strategic Wealth LLC 0.03% Add +6.9% 9,970 $1.2M
Western Wealth Management, LLC 0.05% Add +11.6% 9,877 $1.2M
KCM Investment Advisors LLC 0.04% Add +8.0% 9,872 $1.2M
Mather Group, Llc. 0.01% Reduce -30.7% 9,852 $1.2M
Pines Wealth Management, LLC 0.37% Add +0.5% 9,846 $1.2M
CHICAGO TRUST Co NA 0.18% Reduce -3.9% 9,827 $1.2M
Kavar Capital Partners Group, LLC 0.16% Add +0.2% 9,811 $1.1M
Moseley Investment Management Inc. 0.35% Add +423.6% 9,749 $1.1M
Fca Corp. 0.32% Reduce -5.4% 9,715 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.07% Add +139.3% 9,688 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +1.2% 9,568 $1.1M
Ransom Advisory, Ltd 0.44% Add +4.0% 9,565 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.34% Add +12.1% 9,561 $1.1M
Kellett Wealth Advisors, LLC 0.64% Add +0.0% 9,522 $1.1M
CX Institutional 0.03% Add +12.4% 9,506 $1.1M
Summit Global Investments 0.07% New 9,481 $1.1M
Belpointe Asset Management LLC 0.04% Add +6.6% 9,394 $1.1M
Danske Bank A/S 0.00% No change 9,387 $1.1M
Abacus Planning Group, Inc. 0.15% Reduce -1.7% 9,384 $1.1M
Rollins Financial Advisors, LLC 0.16% Reduce -10.2% 9,370 $1.1M
Syon Capital LLC 0.05% Reduce -1.7% 9,308 $1.1M
Advisortrust Partners, LLC 0.48% — 9,301 $1.1M
Stableford Capital II LLC 0.39% Add +1.3% 9,278 $1.1M
Peoples Financial Services Corp. 0.51% Reduce -0.5% 9,265 $1.1M
Keynote Financial Services LLC 0.61% No change 9,254 $1.1M
Elm Partners Management LLC 0.05% Add +0.9% 9,254 $1.1M
First National Bank of Omaha 0.03% Reduce -65.3% 9,237 $1.1M
Verity Asset Management, Inc. 0.46% Add +0.1% 9,220 $1.1M
BCS Private Wealth Management, Inc. 0.37% Add +1.8% 9,205 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +5.0% 9,196 $1.1M
Atlas Brown,Inc. 0.32% Reduce -9.4% 9,193 $1.1M
RIA Advisory Group LLC 0.26% Add +329.7% 9,175 $1.1M
Evermay Wealth Management LLC 0.12% Reduce -10.7% 9,160 $1.1M
Field & Main Bank 0.31% Reduce -0.9% 9,148 $1.1M
Sollinda Capital Management LLC 0.27% Reduce -2.4% 9,123 $1.1M
Sculati Wealth Management, LLC 0.38% Reduce -3.5% 9,095 $1.1M
Marble Wealth, LLC 0.15% — 9,040 $1.1M
Fidelis Capital Partners, LLC 0.08% Add +19.3% 8,982 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -6.1% 8,977 $1.1M
Ancora Advisors LLC 0.02% Add +13.6% 8,971 $1.1M
International Private Wealth Advisors LLC 0.66% Add +36.8% 8,956 $1.0M
Ingalls & Snyder LLC 0.04% Reduce -4.9% 8,927 $1.0M
JBR Co Financial Management Inc 0.44% Reduce -1.4% 8,911 $1.0M
Kovack Advisors, Inc. 0.05% Add +49.0% 8,861 $1.0M
Allred Capital Management, LLC 0.37% Add +2.4% 8,843 $1.0M
Thrive Wealth Management, LLC 0.15% Add +5.0% 8,827 $1.0M
First Dallas Securities Inc. 0.39% Reduce -2.1% 8,827 $1.0M
Nepsis Inc. 0.32% Reduce -3.8% 8,819 $1.0M
Alessandra Capital Management, LLC 0.92% — 8,789 $1.0M
Violich Capital Management, Inc. 0.11% Reduce -1.5% 8,708 $1.0M
Horizon Financial Services, LLC 0.46% Reduce -6.2% 8,690 $1.0M
Foster Victor Wealth Advisors, LLC 0.06% Reduce -14.7% 8,485 $1.0M
Great Valley Advisor Group, Inc. 0.02% Add +1.0% 8,627 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +5.4% 8,601 $1.0M
PeakShares LLC 0.98% — 8,568 $1.0M
West Family Investments, Inc. 0.24% Reduce -11.4% 8,566 $1.0M
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.5% 8,563 $1.0M
Cura Wealth Advisors, LLC 0.38% New 8,545 $1.0M
Wills Financial Group LLC 0.38% Add +19.4% 8,543 $1.0M
Neville Rodie & Shaw Inc. 0.07% Reduce -0.8% 8,515 $998K
SCS Capital Management LLC 0.01% Add +2.2% 8,513 $998K
Kanawha Capital Management LLC 0.07% Reduce -6.1% 8,470 $993K
Frank, Rimerman Advisors LLC 0.06% Reduce -23.9% 8,432 $988K
Parsons Capital Management Inc. 0.05% No change 8,428 $988K
Sumitomo Life Insurance Co. 0.03% Add +0.7% 8,403 $985K
AA Financial Advisors, LLC 0.18% Reduce -1.5% 8,395 $984K
Aviance Capital Partners, LLC 0.11% No change 8,323 $976K
Gibbs Wealth Management 0.24% Reduce -20.7% 8,345 $975K
Constant Guidance Financial LLC 0.68% New 8,300 $973K
Cape Investment Advisory, Inc. 0.30% Add +141.4% 8,281 $971K
Harbour Trust & Investment Management Co 0.10% Add +4.0% 8,250 $967K
First Command Advisory Services, Inc. 0.01% Add +1.1% 8,225 $964K
Huber Capital Management LLC 0.14% No change 8,217 $963K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -59.7% 8,212 $963K
RiverFront Investment Group, LLC 0.02% Add +7.4% 8,208 $962K
Guardian Wealth Advisors, LLC / NC 0.06% Add +6.2% 8,201 $961K
HM Payson & Co. 0.01% Reduce -6.1% 8,191 $960K
Intrust Bank NA 0.08% Add +3.5% 8,174 $958K
Reaves W H & Co. Inc. 0.02% Reduce -91.8% 8,164 $957K
Pathfinder Wealth Consulting, Inc. 0.60% — 8,149 $955K
Fisher Asset Management 0.00% Add +19.2% 8,136 $954K
Huntleigh Advisors, Inc. 0.16% Add +2.2% 8,128 $953K
Sawyer & Company, Inc 0.34% Reduce -0.6% 8,124 $952K
Checchi Capital Advisers, LLC 0.06% Reduce -1.6% 8,117 $951K
Rehmann Capital Advisory Group 0.05% Reduce -2.3% 8,207 $950K
Fiduciary Group, LLC 0.08% Add +6.7% 8,106 $950K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -82.8% 8,047 $943K
International Assets Investment Management, LLC 0.06% Reduce -31.0% 8,032 $941K
MIdWestOne Financial Group, Inc. 0.10% Add +2.2% 8,029 $941K
Chapin Davis, Inc. 0.22% Add +0.4% 8,010 $939K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -0.1% 7,980 $935K
Archford Capital Strategies, LLC 0.11% Reduce -0.1% 7,964 $933K
Wulff, Hansen & Co. 0.78% No change 7,950 $932K
Croban 0.45% Add +1.5% 7,942 $931K
Sound Income Strategies, LLC 0.04% Add +334.4% 7,798 $930K
Caption Management, LLC 0.04% New 7,900 $926K
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $925K
Essex Bank 0.20% Add +3.5% 7,882 $924K
DB&C Advisors, LLC 1.15% — 7,846 $920K
Integrity Alliance, Llc. 0.03% Add +13.2% 7,827 $917K
Baldwin Investment Management, LLC 0.10% Reduce -1.5% 7,826 $917K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +1.7% 7,805 $915K
Three Magnolias Financial Advisors, LLC 0.57% Reduce -0.4% 7,792 $913K
Larson Financial Group LLC 0.03% Add +0.1% 7,752 $909K
Whittier Trust Co. 0.01% Add +28.2% 7,708 $908K
Heritage Investors Management Corp. 0.03% Reduce -0.3% 7,737 $907K
Avantax Planning Partners, Inc. 0.03% Reduce -3.9% 7,714 $904K
Community Bank of Raymore 0.61% No change 7,690 $901K
North Dallas Bank & Trust Co. 0.59% — 7,666 $899K
Hills Bank & Trust Co 0.05% Add +27.0% 7,663 $898K
Simplicity Wealth,LLC 0.05% Reduce -44.7% 7,660 $898K
New Republic Capital, LLC 0.24% Add +75.3% 7,640 $896K
San Luis Wealth Advisors LLC 0.15% Add +16.5% 7,633 $895K
Harbor Investment Advisory, LLC 0.07% Add +298.7% 7,620 $893K
Crestwood Advisors Group, LLC 0.01% Reduce -15.7% 7,615 $893K
Journey Advisory Group, LLC 0.07% Reduce -18.1% 7,591 $890K
Elevation Point Wealth Partners, LLC 0.04% Reduce -39.4% 7,569 $887K
Aprio Wealth Management, LLC 0.05% Add +14.4% 7,560 $886K
Whittier Trust Co. of Nevada Inc. 0.02% Add +27.9% 7,502 $883K
Atlanta Consulting Group Advisors, LLC 0.20% Add +2.4% 7,500 $879K
West Michigan Advisors, LLC 0.20% Reduce -2.0% 7,486 $877K
Hengehold Capital Management LLC 0.07% Add +10.8% 7,438 $872K
Graybill Wealth Management, LTD. 0.26% New 7,429 $871K
Gratus Wealth Advisors, LLC 0.12% Reduce -13.3% 7,400 $867K
Mayflower Financial Advisors, LLC 0.10% Add +0.2% 7,377 $865K
Bigelow Investment Advisors, LLC 0.34% Add +1.3% 7,373 $864K
Powers Advisory Group, LLC 0.32% Add +0.6% 7,354 $862K
Cigna Investments Inc. 0.13% Reduce -1.2% 7,346 $861K
Kapstone Financial Advisors LLC 0.42% Add +5.7% 7,282 $854K
HORAN Wealth, LLC 0.13% Reduce -1.8% 7,272 $852K
Pittenger & Anderson Inc. 0.03% No change 7,250 $850K
Legacy Financial Advisors, Inc. 0.12% Reduce -0.7% 7,249 $850K
Zinnia Wealth Advisory, LLC 0.91% — 7,193 $843K
Abc Arbitrage SA 0.08% Reduce -55.2% 7,187 $842K
MQS Management LLC 0.50% New 7,182 $842K
Venture Visionary Partners LLC 0.03% Add +4.0% 7,011 $842K
Bowen Hanes & Co. Inc. 0.02% Add +28.9% 7,143 $837K
VeraBank, N.A. 0.15% Reduce -3.5% 7,131 $836K
Dogwood Wealth Management LLC 0.37% Reduce -14.1% 7,129 $836K
MADDEN SECURITIES Corp 0.25% Add +1.4% 7,121 $835K
Gradient Investments LLC 0.01% Reduce -4.6% 7,110 $833K
Stratos Wealth Advisors, LLC 0.04% Add +4.7% 7,099 $832K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -6.6% 7,087 $831K
Angeles Wealth Management, LLC 0.05% Add +187.9% 7,085 $830K
Albion Financial Group 0.05% Reduce -0.3% 7,084 $830K
Inspire Advisors, LLC 0.08% Reduce -3.7% 7,061 $828K
McGrath & Associates, Inc. 1.17% Reduce -0.8% 7,034 $825K
Miramontes Capital, LLC 0.28% — 7,028 $824K
Archer Investment Corp 0.18% Add +1.0% 6,989 $819K
Persium Advisors, LLC 0.60% Add +5.3% 6,989 $819K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.2% 6,972 $817K
Lantz Financial LLC 0.17% Add +2.2% 6,969 $817K
First National Bank & Trust Co. of Newtown 0.15% Reduce -2.5% 6,945 $814K
LVM Capital Management Ltd. 0.08% Add +63.4% 6,941 $814K
Sapient Capital LLC 0.01% Add +5.2% 6,898 $812K
Adapt Wealth Advisors, LLC 0.28% Add +2.5% 6,925 $812K
BIP Wealth, LLC 0.03% Add +147.6% 6,924 $812K
Gryphon Financial Partners LLC 0.09% Add +2.6% 6,918 $811K
Cadence Bank 0.05% Reduce -4.5% 6,910 $810K
Manchester Capital Management LLC 0.11% Add +1.1% 6,872 $805K
GW Henssler & Associates Ltd. 0.04% Reduce -1.1% 6,871 $805K
WASHINGTON TRUST Co 0.03% Add +11.3% 6,867 $805K
Cannon Financial Strategists, Inc. 0.11% No change 6,840 $802K
KLCM Advisors, Inc. 0.07% No change 6,827 $800K
Capital Advisors Inc. 0.01% Reduce -2.9% 6,821 $799K
Farringdon Capital, Ltd. 0.20% Reduce -68.0% 6,798 $797K
Avidian Wealth Enterprises, LLC 0.03% Add +0.6% 6,780 $795K
Nilsine Partners, LLC 0.07% Add +4.2% 6,751 $791K
Challenger Wealth Management 0.60% Add +0.3% 6,745 $791K
Carret Asset Management, LLC 0.07% No change 6,688 $784K
Legacy Wealth Asset Management, LLC 0.19% Add +1.0% 6,677 $783K
Thompson David Blair 0.45% — 6,669 $782K
Coppell Advisory Solutions LLC 0.08% Reduce -1.5% 6,629 $780K
Claris Financial LLC 0.41% Add +0.6% 6,634 $778K
AdvisorNet Financial, Inc 0.04% Add +3.6% 6,615 $775K
Howard Capital Management, LLC 0.01% Add +0.4% 6,604 $774K
Shepherd Kaplan Krochuk, LLC 0.64% Reduce -4.0% 6,590 $772K
WealthPoint Financial, LLC 0.67% — 6,581 $771K
Capital Square, LLC 0.39% Add +22.1% 6,556 $768K
Smith Thornton Advisors LLC 0.39% Add +2.0% 6,552 $768K
United Bank 0.10% No change 6,545 $767K
Flputnam Investment Management Co. 0.01% Add +34.5% 6,544 $767K
Soltis Investment Advisors LLC 0.05% Add +2.9% 6,542 $767K
Mechanics Financial Corp 0.28% Reduce -2.7% 6,534 $766K
GTS Securities LLC 0.03% Reduce -45.8% 6,493 $761K
Themes Management Co LLC 0.60% — 6,488 $760K
John G Ullman & Associates Inc. 0.10% Add +1.2% 6,480 $760K
Keel Point, LLC 0.05% Add +24.5% 6,470 $758K
Monument Capital Management 0.19% Add +2.6% 6,460 $757K
Clarion Wealth Managment Partners, LLC 0.70% Add +3.8% 6,455 $757K
Goepper Burkhardt LLC 0.25% Add +3.2% 6,452 $756K
Cross Staff Investments Inc 0.42% No change 6,449 $756K
Future Financial Wealth Managment LLC 0.51% Add +1.9% 6,312 $755K
Schmidt P J Investment Management Inc. 0.12% Reduce -0.5% 6,437 $754K
Stockman Wealth Management, Inc. 0.09% Reduce -0.4% 6,429 $754K
Calton & Associates, Inc. 0.11% Add +5.1% 6,405 $751K
Diligent Investors, LLC 0.18% Reduce -1.4% 6,379 $748K
Armstrong Advisory Group, Inc. 0.05% Add +1.0% 6,365 $746K
Keudell/Morrison Wealth Management 0.16% — 6,360 $745K
Blake Schutter Theil Wealth Advisors, LLC 0.61% Add +1.2% 6,359 $745K
NorthRock Partners, LLC 0.01% Reduce -50.1% 6,344 $744K
Golden State Wealth Management, LLC 0.08% Add +39.3% 6,344 $744K
Dearborn Partners LLC 0.04% Reduce -1.1% 6,328 $742K
Edgewood Management LLC 0.00% No change 6,302 $739K
Spinnaker Investment Group, LLC 0.13% Reduce -0.0% 6,297 $738K
XY Planning Network, Inc. 0.13% New 6,293 $738K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -2.5% 6,270 $735K
CoreCap Advisors, LLC 0.03% Add +12.3% 6,267 $735K
Ables, Iannone, Moore & Associates, Inc. 0.40% Reduce -0.2% 6,264 $734K
Paradigm Capital Management, LLC 0.69% Add +0.4% 6,259 $734K
3Chopt Investment Partners, LLC 0.16% Reduce -1.5% 6,255 $733K
Parkside Financial Bank & Trust 0.05% Add +2.1% 6,241 $732K
Brian Low Financial Group, LLC 0.52% Reduce -24.0% 6,240 $731K
Visionary Horizons, LLC 0.37% Reduce -1.2% 6,168 $723K
EPG Wealth Management LLC 0.19% Reduce -0.1% 6,161 $722K
Northwest Bancshares, Inc. 0.14% No change 6,157 $722K
McDaniel Terry & Co. 0.06% Add +0.4% 6,153 $721K
Bearing Point Capital, LLC 0.11% Add +1.2% 6,151 $721K
Caldwell Sutter Capital, Inc. 0.31% Reduce -0.3% 6,138 $719K
Crescent Sterling, Ltd. 0.74% Add +0.4% 6,118 $717K
Financial Management Professionals, Inc. 0.07% Reduce -0.2% 6,116 $717K
United Bank 0.24% Reduce -0.9% 6,089 $714K
Corsicana & Co. 0.40% No change 6,084 $713K
Moody National Bank Trust Division 0.07% Add +5.8% 6,074 $712K
Roundview Capital LLC 0.04% Add +23.3% 6,061 $710K
Mitchell Sinkler & Starr 0.32% No change 6,051 $709K
Cidel Asset Management Inc. 0.05% No change 6,048 $709K
Aegis Wealth Management LLC 0.40% No change 6,043 $708K
Bank of New Hampshire 0.16% No change 6,035 $707K
Procyon Advisors, LLC 0.04% Reduce -28.0% 6,034 $707K
Marshall Financial Group, LLC 0.14% Reduce -8.4% 6,025 $706K
Waters Parkerson & Co., LLC 0.03% No change 6,022 $706K
Wealth Management Associates, Inc. 0.25% No change 6,013 $705K
Supplemental Annuity Collective Trust of NJ 0.18% No change 6,000 $703K
Aspen Wealth Strategies, LLC 0.38% Add +0.1% 5,974 $700K
Passumpsic Savings Bank 0.38% — 5,955 $698K
Steph & Co. 0.20% Reduce -11.9% 5,950 $697K
Finward Bancorp 0.54% Reduce -1.7% 5,943 $697K
Zacks Investment Management 0.01% Reduce -19.5% 5,912 $693K
NWF Advisory Services Inc. 0.08% Reduce -2.0% 5,874 $688K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -0.7% 5,868 $688K
McMillan Office, Inc. 0.08% — 5,865 $687K
Glen Eagle Advisors, LLC 0.09% Reduce -1.9% 5,865 $687K
Cfo Capital Management LLC 0.51% — 5,843 $685K
JFS Wealth Advisors, LLC 0.04% Add +7.5% 5,837 $684K
Cornerstone Advisory, LLC 0.07% Add +0.3% 5,830 $683K
Busey Bank 0.02% Add +13.3% 5,830 $683K
Freestone Capital Holdings, LLC 0.02% Add +30.8% 5,780 $677K
City National Bank of Florida 0.44% Add +11.4% 5,778 $677K
High Net Worth Advisory Group LLC 0.16% Reduce -13.1% 5,763 $676K
Garrett Wealth Advisory Group, LLC 0.13% Add +0.8% 5,764 $676K
V-Square Quantitative Management LLC 0.07% New 5,753 $674K
Wellington Shields & Co., LLC 0.17% Reduce -1.4% 5,749 $674K
Tannin Capital LLC 0.60% — 5,744 $673K
Monetary Management Group Inc. 0.16% No change 5,733 $672K
Eastern Bank 0.01% No change 5,725 $671K
Vista Investment Partners Ii, LLC 0.29% Reduce -0.9% 5,717 $670K
SBI Securities Co., Ltd. 0.02% Reduce -0.5% 5,688 $667K
Kuhn & Co Investment Counsel 0.44% Add +0.6% 5,676 $665K
Silverlake Wealth Management LLC 0.15% Add +3.3% 5,675 $665K
Independence Bank of Kentucky 0.08% Add +0.5% 5,670 $665K
Joel Isaacson & Co., LLC 0.02% Add +19.6% 5,669 $664K
Bar Harbor Wealth Management 0.04% Reduce -9.8% 5,648 $662K
Cypress Wealth Services, LLC 0.09% Add +11.9% 5,647 $662K
Ashton Thomas Securities, LLC 0.13% Reduce -1.4% 5,632 $660K
Rithm Capital Corp. 1.53% Add +12.0% 5,600 $656K
Guyasuta Investment Advisors Inc. 0.04% Reduce -2.4% 5,592 $655K
Spinnaker Trust 0.03% No change 5,551 $651K
Palogic Value Management, L.P. 0.28% No change 5,537 $649K
Apella Capital, LLC 0.01% Add +2.8% 5,511 $646K
E&G Advisors, LLC 0.14% Reduce -3.5% 5,505 $645K
Verus Capital Partners, LLC 0.04% Reduce -6.8% 5,501 $645K
Diversify Advisory Services, LLC 0.02% Add +6.2% 5,405 $644K
Decker Wealth Management LLC 0.14% — 5,476 $642K
Finivi Inc. 0.37% Reduce -3.5% 5,473 $642K
MJP Associates Inc. 0.08% Reduce -4.3% 5,457 $640K
Members Trust Co 0.02% Reduce -0.2% 5,453 $639K
First Financial Group Corp 0.54% Add +0.9% 5,429 $636K
MBA Advisors LLC 0.26% No change 5,428 $636K
Alpha Cubed Investments, LLC 0.02% Add +1.0% 5,420 $635K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.5% 5,418 $635K
Retirement Planning Co of New England, Inc. 0.25% Reduce -3.2% 5,416 $635K
Tudor Financial Inc. 0.32% Reduce -0.9% 5,400 $633K
Pursuit Wealth Management LLC 0.54% — 5,379 $630K
BCGM Wealth Management, LLC 0.16% Add +0.2% 5,353 $627K
Catalyst Financial Partners LLC 0.07% Reduce -1.0% 5,351 $627K
High Point Wealth Management, LLC 0.60% — 5,340 $626K
First Financial Bank - Trust Division 0.05% Add +5.6% 5,334 $625K
Quest 10 Wealth Builders, Inc. 0.56% Reduce -1.7% 5,321 $624K
Atalanta Sosnoff Capital, LLC 0.01% Add +58.8% 5,313 $623K
Impact Partnership Wealth, LLC 0.08% New 5,309 $622K
Wilkins Investment Counsel Inc. 0.09% Add +2.7% 5,309 $622K
Crewe Advisors LLC 0.06% Add +1.0% 5,301 $621K
First National Advisers, LLC 0.09% Reduce -44.9% 5,292 $620K
Register Financial Advisors LLC 0.24% Reduce -0.9% 5,267 $617K
XML Financial, LLC 0.05% Reduce -5.7% 5,260 $617K
Arkos Global Advisors 0.08% Reduce -11.4% 5,248 $615K
Dynamic Technology Lab Private Ltd 0.14% Reduce -79.3% 5,234 $613K
St. Louis Trust Co 0.07% No change 5,207 $610K
Agate Pass Investment Management, LLC 0.23% No change 5,197 $609K
Cordatus Wealth Management LLC 0.14% Add +0.3% 5,180 $607K
Sage Mountain Advisors LLC 0.03% Reduce -29.5% 5,176 $607K
PCM Encore, LLC 0.13% — 5,162 $605K
Aspen Investment Management Inc 0.18% No change 5,161 $605K
Capital Analysts, LLC 0.02% Reduce -3.0% 5,153 $604K
Sierra Summit Advisors LLC 0.09% Add +2.3% 5,153 $604K
Hendershot Investments Inc. 0.08% Reduce -5.3% 5,153 $604K
Avestar Capital, LLC 0.04% Reduce -2.5% 5,146 $603K
Bridgewater Advisors Inc. 0.04% Reduce -1.8% 5,499 $603K
Personal Cfo Solutions, LLC 0.10% Reduce -7.7% 5,137 $602K
Bridges Investment Management Inc. 0.01% Reduce -9.1% 5,136 $602K
OneAscent Financial Services LLC 0.06% Reduce -47.6% 5,134 $602K
Frec Markets, Inc. 0.18% — 5,131 $601K
Bill Few Associates, Inc. 0.15% Add +0.2% 5,123 $600K
Petra Financial Advisors Inc. 0.35% Add +0.3% 5,103 $598K
NBT Bank, N.A. 0.04% Reduce -4.3% 5,089 $596K
CVA Family Office, LLC 0.07% Reduce -1.7% 5,083 $596K
Headinvest, LLC 0.12% Reduce -5.1% 5,078 $595K
Leonteq Securities AG 0.03% Add +754.5% 5,076 $595K
Intrua Financial, LLC 0.07% Reduce -32.9% 5,071 $594K
Nwam LLC 0.03% Reduce -5.0% 5,001 $593K
Crews Bank & Trust 0.08% Reduce -1.8% 5,054 $592K
Pettinga Financial Advisors LLC 0.11% No change 5,050 $592K
Indivisible Partners 0.06% — 5,030 $590K
Premier Path Wealth Partners, LLC 0.08% Add +0.7% 5,023 $589K
Octavia Wealth Advisors, LLC 0.06% Reduce -7.1% 5,018 $588K
Broyhill Asset Management, LLC 0.52% No change 5,003 $586K
HHM Wealth Advisors, LLC 0.07% Add +4.3% 5,000 $586K
Probity Advisors, Inc. 0.09% Reduce -2.3% 4,997 $586K
McKinley Carter Wealth Services, Inc. 0.03% Add +2.7% 4,994 $585K
Adirondack Trust Co. 0.19% Add +0.3% 4,990 $585K
WealthPlan Investment Management, LLC 0.04% Reduce -0.6% 4,983 $584K
Venturi Wealth Management, LLC 0.03% Reduce -0.1% 4,954 $581K
SeaCrest Wealth Management, LLC 0.06% No change 4,995 $580K
Smith Chas P & Associates Pa Cpas 0.03% New 4,934 $578K
TruWealth Advisors, LLC 0.03% Add +3.1% 4,930 $578K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.4% 4,927 $577K
Rogco, LP 0.19% Add +16.5% 4,921 $577K
Financial Security Advisor, Inc. 0.11% Add +0.4% 4,918 $576K
Southeast Asset Advisors, LLC 0.05% Add +0.1% 4,896 $574K
Greatmark Investment Partners, Inc. 0.07% Add +8.4% 4,896 $574K
Earned Wealth Advisors, LLC 0.04% Add +107.0% 4,890 $573K
Walker Asset Management, LLC 0.31% Add +0.8% 4,888 $573K
Centaurus Financial, Inc. 0.03% Reduce -23.6% 4,882 $572K
Costello Asset Management, INC 0.19% Add +0.0% 4,859 $569K
Code Waechter LLC 0.36% Add +0.5% 4,846 $568K
Sunbelt Securities, Inc. 0.04% No change 4,840 $567K
Tyche Wealth Partners LLC 0.09% Reduce -0.5% 4,834 $567K
Childress Capital Advisors, LLC 0.09% Reduce -4.4% 4,831 $566K
Investment Advisory Services Inc. /TX 0.18% Reduce -1.2% 4,823 $565K
Roberts Glore & Co. Inc. 0.15% Reduce -1.0% 4,816 $565K
Wolff Financial Management LLC 0.13% No change 4,810 $564K
Patton Albertson Miller Group, LLC 0.07% Add +6.7% 4,808 $564K
Gilman Hill Asset Management, LLC 0.09% Add +81.1% 4,791 $562K
Grant Private Wealth Management Inc 0.34% Reduce -3.7% 4,772 $559K
Hudock, Inc. 0.08% No change 4,762 $558K
D.B. Root & Company, LLC 0.14% Add +9.7% 4,760 $558K
Blue Fin Capital, Inc. 0.09% Add +1.1% 4,720 $553K
Southland Equity Partners LLC 0.11% Reduce -2.0% 4,698 $551K
Level Wealth Management LLC 0.28% Add +4.5% 4,684 $549K
RB Capital Management, LLC 0.12% Reduce -5.5% 4,683 $549K
Northstar Advisory Group, LLC 0.20% Add +0.8% 4,683 $549K
Asset Advisors Investment Management, LLC 0.05% No change 4,673 $548K
Marathon Strategic Advisors, LLC 0.42% No change 4,666 $547K
Accurate Wealth Management, LLC 0.07% Add +5.9% 4,673 $546K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +156.2% 4,647 $545K
Hudson Value Partners, LLC 0.16% No change 4,625 $544K
Princeton Capital Management LLC 0.14% Add +0.8% 4,641 $544K
Gateway Investment Advisers LLC 0.01% Add +9.3% 4,636 $543K
Trust Point Inc. 0.04% Reduce -1.6% 4,633 $543K
Radnor Capital Management, LLC 0.08% Reduce -0.9% 4,626 $542K
Bedel Financial Consulting, Inc. 0.06% Add +32.6% 4,620 $541K
Pinnacle West Asset Management, Inc. 0.35% Reduce -1.1% 4,605 $540K
Washington Capital Management, Inc. 0.44% No change 4,595 $539K
Novak & Powell Financial Services, Inc. 0.28% Add +0.1% 4,588 $538K
Uptick Partners, LLC 0.11% Add +7.2% 4,571 $536K
O'ROURKE & COMPANY, Inc 0.21% Add +0.3% 4,564 $535K
Doheny Asset Management 0.33% No change 4,553 $534K
Denali Advisors LLC 0.06% Add +21.4% 4,531 $531K
Interchange Capital Partners, LLC 0.10% Add +17.3% 4,525 $530K
Virtu Financial LLC 0.02% Reduce -0.6% 4,516 $529K
Aspiriant, LLC 0.02% Add +34.2% 4,484 $526K
Evergreen Capital Management LLC 0.01% Reduce -3.0% 4,478 $525K
Hummer Financial Advisory Services Inc 0.37% No change 4,474 $524K
Citizens Business Bank 0.09% Reduce -0.0% 4,468 $524K
TBH Global Asset Management, LLC 0.09% Add +2.5% 4,465 $523K
Argus Investors' Counsel, Inc. 0.42% Reduce -0.8% 4,448 $521K
Destination Wealth Management 0.01% Add +2.2% 4,444 $521K
Bayban 0.46% — 4,415 $517K
Hodges Capital Management Inc. 0.04% Add +0.5% 4,396 $515K
Saxony Capital Management, LLC 0.32% Add +4.9% 4,393 $515K
Hantz Financial Services, Inc. 0.01% Add +29.4% 4,374 $513K
SmartHarvest Portfolios, LLC 0.18% — 4,370 $512K
Steigerwald, Gordon & Koch Inc. 0.05% No change 4,340 $509K
Marshall Wace, LLP 0.00% New 4,325 $507K
KPP Advisory Services LLC 0.07% Reduce -1.2% 4,314 $506K
Salomon & Ludwin, LLC 0.04% Reduce -2.8% 4,327 $505K
Live Oak Investment Partners 0.31% Add +13.6% 4,277 $501K
Gladstone Institutional Advisory LLC 0.02% Reduce -4.1% 4,258 $499K
St Germain D J Co. Inc. 0.02% Add +0.3% 4,256 $499K
Caxton Associates LLP 0.01% New 4,231 $496K
Capital Management Associates, Inc 0.11% Add +64.3% 4,215 $494K
MCF Advisors LLC 0.03% Add +36.0% 4,209 $493K
TrueWealth Advisors, LLC 0.13% Add +9.1% 4,199 $492K
WBH Advisory Inc. 0.04% Reduce -1.0% 4,199 $492K
ABN AMRO Bank N.V. 0.00% New 4,200 $492K
Meridian Investment Counsel Inc. 0.12% No change 4,190 $491K
Associated Banc-Corp 0.01% Add +0.1% 4,188 $491K
Investment Partners Asset Management, Inc. 0.30% No change 4,178 $490K
Diversify Wealth Management, LLC 0.02% Add +1.8% 4,170 $490K
Beacon Capital Management, LLC 0.08% Add +12.9% 4,175 $489K
Douglas Lane & Associates, LLC 0.01% No change 4,174 $489K
One Capital Management, LLC 0.01% Add +3.7% 4,161 $488K
Whalen Wealth Management Inc. 0.26% New 4,157 $487K
Truvestments Capital LLC 0.09% Add +0.4% 4,150 $486K
2UniFi Bank 0.23% Reduce -12.4% 4,149 $486K
L2 Asset Management, LLC 0.06% Add +6.8% 4,146 $486K
Marathon Capital Management 0.10% Add +31.0% 4,141 $485K
First Merchants Corp. 0.02% Add +125.5% 4,132 $484K
CMG Global Holdings, LLC 0.21% No change 3,960 $484K
Calamos Wealth Management LLC 0.02% Reduce -21.4% 4,109 $482K
Nikulski Financial, Inc. 0.12% New 4,104 $481K
Westmount Partners, LLC 0.12% Add +1.6% 4,100 $481K
Jmac Enterprises LLC 0.09% New 4,100 $481K
Focused Alpha, LLC 0.14% — 4,080 $478K
McCollum Christoferson Group LLC 0.14% No change 4,079 $478K
Firethorn Wealth Partners, LLC 0.18% Add +0.5% 4,072 $477K
Diversified Enterprises, LLC 0.03% Add +68.2% 4,066 $477K
Quotient Wealth Partners, LLC 0.01% Add +6.1% 4,066 $477K
Trueblood Wealth Management, LLC 0.19% Reduce -3.7% 4,065 $477K
Davis R M Inc. 0.01% Add +19.9% 4,065 $476K
Knollwood Investment Advisory, LLC 0.04% No change 4,055 $475K
Pinnacle Wealth Management Group, Inc. 0.24% No change 4,048 $474K
GeoWealth Management, LLC 0.02% Reduce -13.8% 4,036 $473K
Allegheny Financial Group 0.07% Reduce -4.5% 4,026 $472K
Peak Financial Advisors LLC 0.21% Add +0.9% 4,021 $471K
Flagship Harbor Advisors, LLC 0.02% Reduce -13.1% 4,018 $471K
PDS Planning, Inc 0.03% Reduce -3.8% 4,000 $469K
Websterrogers Financial Advisors, LLC 0.14% New 3,989 $468K
Almanack Investment Partners, LLC. 0.08% Add +2.1% 3,983 $467K
Lantern Wealth Advisors, LLC 0.25% Add +1.0% 3,959 $464K
Fulcrum Equity Management 0.44% Add +0.7% 3,947 $463K
Corundum Group, Inc. 0.16% Reduce -59.1% 3,945 $462K
Fairfield, Bush & Co. 0.24% Reduce -4.3% 3,939 $462K
FWG Holdings, LLC 0.17% Add +1.7% 3,792 $460K
Quent Capital, LLC 0.03% Add +0.6% 3,924 $460K
Lafayette Investments, Inc. 0.09% No change 3,914 $459K
Financial Advisors Network, Inc. 0.06% Add +3.6% 3,898 $457K
Fulton Breakefield Broenniman LLC 0.03% Reduce -10.4% 3,884 $455K
Breakwater Capital Group 0.06% Add +0.1% 3,882 $455K
Koshinski Asset Management, Inc. 0.03% No change 3,882 $455K
Optas, LLC 0.07% Reduce -35.8% 3,881 $455K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.2% 3,875 $454K
Oakworth Capital, Inc. 0.02% Reduce -16.9% 3,856 $452K
Thayer Financial, L.L.C. 0.48% — 3,850 $451K
Arbor Investment Advisors, LLC 0.06% Reduce -64.7% 3,848 $451K
Focused Wealth Management, Inc 0.05% Add +6.8% 3,842 $450K
Conning Inc. 0.02% Add +0.8% 3,839 $450K
JB Capital LLC 0.02% Add +27.4% 3,837 $450K
Park Place Capital Corp 0.09% Reduce -1.0% 3,833 $449K
Wendell David Associates Inc. 0.05% Reduce -2.1% 3,790 $444K
Aspen Grove Capital, LLC 0.08% Add +1.7% 3,785 $444K
Titleist Asset Management, LLC 0.04% Add +34.0% 3,770 $442K
Mayfair Advisory Group, LLC 0.17% No change 3,760 $442K
Sawgrass Asset Management LLC 0.06% No change 3,754 $440K
McDonough Capital Management, Inc 0.22% Reduce -4.5% 3,753 $440K
Tiemann Investment Advisors, LLC 0.17% Reduce -5.1% 3,740 $438K
Lake Street Private Wealth, LLC 0.05% Add +3.3% 3,737 $438K
SG Trading Solutions, LLC 0.10% — 3,734 $438K
Objectivity Squared, LLC 0.24% Add +0.1% 3,724 $437K
Laurel Oak Wealth Management, LLC 0.07% — 3,721 $436K
Secure Asset Management, LLC 0.07% Add +7.2% 3,701 $434K
Two Sigma Securities, LLC 0.06% Reduce -33.4% 3,694 $433K
Traphagen Investment Advisors LLC 0.04% Reduce -21.4% 3,688 $432K
Atlas Wealth Partners, LLC 0.47% Add +8.1% 3,682 $432K
Grey Ledge Advisors, LLC 0.10% Reduce -26.5% 3,679 $431K
Genesis Private Wealth, LLC 0.13% Add +0.6% 3,677 $431K
Schonfeld Strategic Advisors LLC 0.00% Add +50.3% 3,674 $431K
Waddell & Associates, LLC 0.03% Reduce -8.5% 3,673 $431K
White Pine Capital LLC 0.12% Add +40.9% 3,668 $430K
Wealthquest Corp 0.03% New 3,667 $430K
Broadwater Capital Management LLC 0.32% No change 3,666 $430K
Am Investment Strategies LLC 0.09% Add +0.2% 3,657 $429K
EntryPoint Capital, LLC 0.17% New 3,660 $429K
Wright Investors Service Inc. 0.13% Reduce -3.0% 3,659 $429K
NCM Capital Management, LLC 0.16% Reduce -4.5% 3,657 $429K
Summit Securities Group LLC 0.08% Reduce -43.2% 3,656 $429K
Bank of Hawaii 0.02% Reduce -17.4% 3,647 $427K
Xcel Wealth Management, LLC 0.11% Reduce -0.3% 3,637 $426K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -18.2% 3,635 $426K
Birchcreek Wealth Management, LLC 0.21% No change 3,635 $426K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -0.1% 3,632 $426K
Elite Wealth Management, Inc. 0.12% New 3,615 $424K
Forum Financial Management, LP 0.01% Add +29.4% 3,614 $424K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.4% 3,612 $423K
Brandywine Oak Private Wealth LLC 0.04% No change 3,611 $423K
Uncommon Cents Investing LLC 0.10% Add +1.1% 3,609 $423K
DGS Capital Management, LLC 0.07% Add +70.4% 3,609 $423K
Quad-Cities Investment Group, LLC 0.17% Reduce -0.2% 3,602 $422K
CVFG LLC 0.29% Add +11.1% 3,599 $422K
Harold Davidson & Associates Inc. 0.19% Reduce -2.0% 3,599 $422K
TRUE Private Wealth Advisors 0.04% Add +0.3% 3,587 $420K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Reduce -0.3% 3,586 $420K
Mindset Wealth Management, LLC 0.11% Add +6.6% 3,570 $418K
Absher Wealth Management, LLC 0.05% Reduce -3.3% 3,567 $418K
Verus Financial Partners, Inc. 0.04% Add +0.1% 3,519 $418K
Garner Asset Management Corp 0.16% Reduce -6.0% 3,567 $418K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.9% 3,541 $415K
Acorns Advisers, LLC 0.00% Add +19.5% 3,532 $414K
Clear Creek Financial Management, LLC 0.03% Add +18.2% 3,519 $412K
Avior Wealth Management, LLC 0.01% Add +11.6% 3,517 $412K
King Wealth Management Group 0.05% Reduce -6.7% 3,512 $412K
Westhampton Capital, LLC 0.19% Add +13.1% 3,503 $411K
Sandbox Financial Partners, LLC 0.11% Reduce -0.8% 3,495 $410K
John Boyer, Inc. 0.42% Add +0.9% 3,491 $409K
OpenArc Corporate Advisory, LLC 0.01% — 3,484 $408K
Van Diest Capital, LLC 0.61% — 3,483 $408K
YANKCOM Partnership 0.17% Add +0.3% 3,480 $408K
Alliance Wealth Advisors, LLC 0.19% Reduce -0.9% 3,477 $408K
Accel Wealth Management 0.11% Reduce -0.1% 3,473 $407K
Sax Wealth Advisors, LLC 0.02% Add +80.1% 3,472 $407K
Campion Asset Management 0.28% Reduce -4.3% 3,471 $407K
North Star Investment Management Corp. 0.03% Add +1.2% 3,467 $406K
Marotta Asset Management 0.08% Reduce -12.7% 3,460 $406K
Virtue Capital Management, LLC 0.06% Reduce -70.8% 3,444 $404K
Asset Planning,Inc 0.28% Add +0.2% 3,449 $404K
First Nebraska Trust Co 0.04% Add +33.5% 3,443 $404K
Connable Office Inc. 0.04% No change 3,441 $403K
Holistic Financial Partners 0.15% Add +2.2% 3,433 $402K
Opal Wealth Advisors, LLC 0.10% Add +4.2% 3,432 $402K
Beacon Investment Advisors LLC 0.16% Add +0.9% 3,413 $400K
First Heartland Consultants, Inc. 0.03% Add +12.2% 3,410 $400K
Fortem Financial Group, LLC 0.11% Add +32.0% 3,400 $399K
GC Wealth Management RIA, LLC 0.01% Reduce -75.6% 3,400 $399K
Fourth Dimension Wealth, LLC 0.15% Add +6.5% 3,397 $398K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -1.8% 3,393 $398K
CRA Financial Services, LLC 0.05% Reduce -2.3% 3,389 $397K
OMC Financial Services LTD 0.15% Add +0.1% 3,388 $397K
Baker Boyer National Bank 0.12% Add +11.2% 3,382 $396K
SteelPeak Wealth, LLC 0.01% Reduce -90.9% 3,370 $395K
Gateway Wealth Partners, LLC 0.04% Add +41.3% 3,359 $394K
Latitude Advisors, LLC 0.17% Add +4.1% 3,359 $394K
Triad Wealth Partners, LLC 0.04% Add +17.8% 3,354 $393K
Aldebaran Financial Inc. 0.36% Reduce -2.9% 3,335 $392K
Grove Bank & Trust 0.04% Reduce -5.7% 3,342 $392K
Perpetual Ltd 0.01% Reduce -0.6% 3,342 $392K
Certuity, LLC 0.02% Reduce -2.1% 3,320 $389K
Duncker Streett & Co. Inc. 0.07% No change 3,315 $389K
Verum Partners LLC 0.08% Reduce -7.0% 3,310 $388K
Walter & Keenan Wealth Management LLC /in/ 0.10% Reduce -6.2% 3,306 $388K
Evoke Wealth, LLC 0.01% Reduce -25.5% 3,304 $387K
Hobbs Group Advisors, LLC 0.12% Add +30.2% 3,300 $387K
Resolute Capital, LLC 0.16% — 3,298 $387K
Capital Asset Advisory Services LLC 0.02% Add +1.7% 3,269 $385K
Drive Wealth Management, LLC 0.07% Reduce -6.1% 3,279 $384K
Fiduciary Financial Group, LLC 0.05% Reduce -1.5% 3,260 $382K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -18.2% 3,257 $382K
Sterling Investment Counsel, LLC 0.11% New 3,543 $382K
PFG Advisors 0.02% Reduce -28.6% 3,253 $381K
Baron Wealth Management LLC 0.12% Reduce -10.2% 3,249 $381K
Cladis Investment Advisory, LLC 0.21% Reduce -1.2% 3,247 $381K
Nicolet Advisory Services, LLC 0.03% Reduce -21.9% 3,256 $380K
Pine Harbor Wealth Management, LLC 0.12% Add +0.1% 3,241 $380K
Timonier Family Office, LTD. 0.12% Add +0.1% 3,240 $380K
MWA Asset Management 0.21% Reduce -0.8% 3,228 $378K
Foster Group, Inc. 0.01% Add +20.5% 3,227 $378K
Castleview Partners, LLC 0.19% Add +27.4% 3,225 $378K
Cim Investment Management Inc. 0.10% No change 3,215 $377K
Anchyra Partners LLC 0.12% — 3,211 $376K
Birch Financial Group, LLC 0.21% New 3,210 $376K
Moss Adams Wealth Advisors LLC 0.03% Add +5.9% 3,207 $376K
Resurgent Financial Advisors LLC 0.19% Reduce -29.0% 3,202 $375K
Fagan Associates, Inc. 0.05% Add +1.5% 3,197 $375K
Ridge Creek Global, Inc 0.31% — 3,193 $374K
Baron Silver Stevens Financial Advisors, LLC 0.05% Reduce -3.5% 3,191 $374K
Fairvoy Private Wealth, LLC 0.08% Reduce -0.2% 3,183 $373K
Onyx Bridge Wealth Group LLC 0.04% Add +0.3% 3,175 $372K
Kathmere Capital Management, LLC 0.03% Reduce -0.8% 3,175 $372K
Beaton Management Co. Inc. 0.16% No change 3,171 $372K
Sittner & Nelson, LLC 0.13% Reduce -0.0% 3,050 $372K
Ameriflex Group, Inc. 0.19% Reduce -48.4% 3,169 $371K
44 Wealth Management LLC 0.12% No change 3,167 $371K
McGowan Group Asset Management, Inc. 0.05% Add +0.1% 3,166 $371K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +29.3% 3,165 $371K
BKM Wealth Management, LLC 0.14% No change 3,163 $371K
Summit Asset Management, LLC 0.05% Add +0.7% 3,161 $371K
Main Street Financial Solutions, LLC 0.03% Reduce -42.7% 3,158 $370K
Park Edge Advisors, LLC 0.08% Reduce -24.0% 3,155 $370K
West Paces Advisors Inc. 0.07% Add +1.6% 3,155 $370K
Charles Schwab Trust Co 0.02% Reduce -1.8% 3,154 $370K
CWS Financial Advisors, LLC 0.10% Reduce -1.5% 3,153 $370K
Cannell & Spears LLC 0.01% Reduce -0.2% 3,152 $369K
Boston Trust Walden Corp 0.00% Reduce -2.1% 3,150 $369K
Magnolia Capital Advisors LLC 0.08% Add +8.6% 3,138 $368K
William B. Walkup & Associates, Inc. 0.20% Reduce -2.7% 3,137 $368K
Griffin Asset Management, Inc. 0.04% Add +17.3% 3,134 $367K
Heartwood Wealth Advisors LLC 0.03% Add +3.4% 3,123 $366K
Norris Perne & French LLP 0.02% No change 3,116 $365K
Nalls Sherbakoff Group, LLC 0.26% Add +10.2% 3,097 $363K
Capital Advisors Wealth Management, LLC 0.05% Add +0.9% 3,097 $363K
Signal Advisors Wealth, LLC 0.03% Reduce -2.3% 3,094 $363K
Muirfield Wealth Advisors LLC 0.27% Reduce -5.4% 3,094 $363K
Union Savings Bank 0.16% — 3,093 $363K
Syntegra Private Wealth Group, LLC 0.03% Add +0.2% 3,091 $362K
Means Investment Co., Inc. 0.03% Add +0.3% 3,087 $362K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.25% Add +0.3% 3,031 $361K
First Business Financial Services, Inc. 0.03% Reduce -5.4% 3,073 $360K
Allegiance Financial Group Advisory Services LLC 0.08% Add +15.7% 3,066 $359K
Waycross Partners, LLC 0.03% No change 3,061 $359K
LSP Investment Advisors, LLC 0.19% No change 3,060 $359K
FLC Capital Advisors 0.07% Reduce -14.4% 3,060 $359K
Patriot Investment Management Group, Inc. 0.02% Reduce -14.5% 3,050 $357K
Jackson Wealth Management, LLC 0.03% Reduce -5.3% 3,043 $357K
Exchange Bank 0.25% No change 3,045 $357K
Benin Management CORP 0.08% Add +52.9% 3,034 $356K
Spire Wealth Management 0.01% Reduce -39.2% 3,022 $354K
Acorn Financial Advisory Services Inc. 0.05% Add +1.2% 3,021 $354K
Bestgate Wealth Advisors, LLC 0.62% Reduce -0.9% 3,011 $353K
Alta Advisers Ltd 0.13% Reduce -23.1% 3,000 $352K
Walter Public Investments Inc. 0.06% No change 3,000 $352K
Centurion Wealth Management LLC 0.08% Add +0.3% 3,000 $352K
Texas Bank & Trust Co 0.13% Reduce -0.3% 2,998 $351K
Wimmer Associates 1, LLC 0.16% Reduce -2.1% 2,993 $351K
Novem Group 0.04% Reduce -1.6% 2,985 $350K
United Advisor Group, LLC 0.04% Add +6.3% 2,982 $350K
NorthStar Asset Management LLC 0.16% Add +5.7% 2,982 $349K
D'Orazio & Associates, Inc. 0.04% Add +0.3% 2,979 $349K
Alliance Wealth Advisors, LLC 0.08% Reduce -23.4% 2,978 $349K
Adams Wealth Management 0.07% Add +3.9% 2,977 $349K
CacheTech Inc. 0.06% Add +3.9% 2,977 $349K
Approach Retirement Advisors, LLC 0.30% — 2,976 $349K
Z3 Capital Partners, LLC 0.08% — 2,975 $349K
Cooper Financial Group 0.04% Reduce -8.9% 2,974 $349K
Sovereign Financial Group, Inc. 0.06% Add +14.5% 2,968 $348K
MKT Advisors LLC 0.12% Reduce -0.4% 2,977 $348K
CNB Bank 0.14% Reduce -6.7% 2,956 $346K
1900 Wealth Management LLC 0.02% Reduce -0.6% 2,954 $346K
Capital Advisory Group Advisory Services, LLC 0.10% Add +6.8% 2,952 $346K
Good Steward Wealth Advisors,LLC 0.23% Reduce -16.7% 2,949 $346K
Financial Symmetry Inc 0.14% No change 2,939 $345K
Van Strum & Towne Inc. 0.10% No change 2,939 $344K
Cascade Investment Group, Inc. 0.23% Reduce -3.3% 2,939 $344K
Legacy Trust 0.06% Add +3.8% 2,928 $343K
Leigh Baldwin & Co., LLC 0.22% Add +3.1% 2,911 $341K
Composition Wealth, LLC 0.00% Add +3.8% 2,903 $340K
May Hill Capital, LLC 0.09% Reduce -4.1% 2,899 $340K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.32% — 2,898 $340K
Holcombe Financial, Inc. 0.21% Add +1.5% 2,896 $339K
Revolve Wealth Partners, LLC 0.04% Reduce -2.0% 2,895 $339K
Salvus Wealth Management, LLC 0.19% Add +2.3% 2,892 $339K
Palisade Capital Management, LP 0.01% New 2,886 $338K
Sequent Asset Management, LLC 0.15% Reduce -1.1% 2,886 $338K
Shayne & Jacobs, LLC 0.10% No change 2,882 $338K
Blackston Financial Advisory Group, LLC 0.21% Reduce -2.0% 2,881 $338K
PCB Capital LLC 0.54% — 2,879 $337K
Prostatis Group LLC 0.08% Add +0.6% 2,878 $337K
Southern Financial Group, LLC 0.10% — 2,875 $337K
Baker Avenue Asset Management, LP 0.01% Reduce -40.5% 2,864 $336K
Choate Investment Advisors 0.01% Reduce -9.8% 2,864 $336K
Investor's Fiduciary Advisor Network, LLC 0.07% Add +0.1% 2,861 $335K
Knuff & Co LLC 0.10% No change 2,858 $335K
Wealthcare Capital Partners, LLC 0.16% Add +0.7% 2,849 $334K
Transcend Capital Advisors, LLC 0.03% Reduce -9.3% 2,830 $332K
Market Street Wealth Management Advisors LLC 0.05% Reduce -9.4% 2,826 $331K
Richardson Financial Services Inc. 0.11% Add +1.2% 2,916 $331K
Alpine Bank Wealth Management 0.05% Reduce -1.1% 2,822 $331K
71 West Capital Partners 0.02% — 2,813 $330K
Chelsea Counsel Co. 0.14% Add +1.8% 2,801 $328K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Add +9.8% 2,796 $328K
Centennial Bank 0.13% No change 2,791 $327K
Traynor Capital Management, Inc. 0.02% Add +18.0% 2,790 $327K
First Citizens Financial Corp 0.16% Reduce -12.1% 2,789 $327K
Peachtree Investment Partners, LLC 0.11% Reduce -0.4% 2,787 $327K
Generation Capital Management LLC 0.21% No change 2,785 $326K
First Western Trust Bank 0.02% Reduce -23.6% 2,779 $326K
Resonant Capital Advisors, LLC 0.02% Reduce -5.0% 2,777 $325K
Uniting Wealth Partners, LLC 0.10% Reduce -3.3% 2,774 $325K
Meriwether Wealth & Planning, LLC 0.18% Reduce -14.0% 2,774 $325K
Clarius Group, LLC 0.02% Reduce -0.0% 2,774 $325K
Asset Allocation & Management Company, LLC 0.13% No change 2,775 $325K
Rosenberg Matthew Hamilton 0.07% Reduce -9.0% 2,766 $324K
Pflug Koory, LLC 0.15% Add +2.6% 2,765 $324K
Lloyd Advisory Services, LLC. 0.13% Reduce -6.1% 2,765 $324K
Global Assets Advisory, LLC 0.09% Add +67.6% 2,764 $324K
SkyView Investment Advisors, LLC 0.04% No change 2,763 $324K
Meadowbrook Wealth Management, LLC 0.37% No change 2,761 $324K
VARCOV Co. 0.13% — 2,760 $324K
Raab & Moskowitz Asset Management LLC 0.07% No change 2,755 $323K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.1% 2,755 $323K
Ellis Investment Partners, LLC 0.06% Add +18.1% 2,754 $323K
BayBridge Capital Group, LLC 0.20% Reduce -0.5% 2,752 $323K
BXM Wealth LLC 0.25% Add +54.1% 6,263 $322K
Treasure Coast Financial Planning 0.17% New 2,745 $322K
Tandem Investment Advisors, Inc. 0.01% New 2,744 $322K
Connecticut Capital Management Group, LLC 0.31% — 2,739 $321K
Private Capital Management, LLC 0.03% No change 2,737 $321K
Sovran Advisors, LLC 0.03% Add +5.2% 2,695 $320K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -23.5% 2,731 $320K
Smithfield Trust Co 0.01% Add +26.7% 2,731 $320K
Indiana Trust & Investment Management Co 0.09% Add +0.2% 2,718 $319K
IFC Advisors LLC 0.05% Reduce -4.3% 2,717 $318K
Winthrop Advisory Group LLC 0.03% Add +29.4% 2,718 $318K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.8% 2,707 $317K
Clearstead Trust, LLC 0.05% Reduce -1.3% 2,705 $317K
Carl P. Sherr & Co., LLC 0.14% Reduce -5.4% 2,611 $317K
Smith Asset Management Co., LLC 0.26% Reduce -5.4% 2,703 $317K
Belleair Asset Management, LLC 0.30% — 2,700 $316K
Channel Wealth LLC 0.08% Reduce -14.0% 2,699 $316K
LBMC Investment Advisors, LLC 0.02% Reduce -36.4% 2,695 $316K
William Allan Corp 0.18% Add +2.5% 2,694 $316K
Horizon Investment Services, LLC 0.11% Reduce -1.8% 2,691 $315K
Berkshire Asset Management LLC 0.01% Reduce -11.3% 2,686 $315K
Searle & Co. 0.08% Reduce -3.6% 2,686 $315K
Mark Sheptoff Financial Planning, LLC 0.15% No change 2,685 $315K
SpringVest Wealth Management LLC 0.22% Add +0.3% 2,681 $314K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -3.7% 2,675 $314K
Mason & Associates, LLC 0.07% Reduce -10.8% 2,672 $313K
Pinnacle Bancorp, Inc. 0.09% No change 2,671 $313K
Van Hulzen Asset Management, LLC 0.02% Add +33.3% 2,663 $312K
Coquina Private Wealth LLC 0.25% — 2,663 $312K
Invst, LLC 0.03% Add +1.1% 2,662 $312K
Rothschild Wealth LLC 0.03% Add +10.1% 2,653 $311K
Oxbow Advisors, LLC 0.03% No change 2,649 $310K
CFO4Life Group, LLC 0.04% Reduce -11.2% 2,645 $310K
Sather Financial Group Inc 0.02% Reduce -1.6% 2,642 $310K
F/m Investments LLC 0.01% Add +2.3% 2,639 $309K
Perennial Investment Advisors, LLC 0.02% Add +18.5% 2,635 $309K
Wealth Quarterback LLC 0.11% Add +0.8% 2,623 $307K
Rossmore Private Capital 0.03% No change 2,622 $307K
LCM Capital Management Inc 0.15% Add +2.4% 2,618 $307K
Strata Wealth Advisors, LLC 0.09% Reduce -1.2% 2,615 $307K
Burns J W & Co. Inc. 0.03% Reduce -1.0% 2,614 $306K
Partnership Wealth Management, LLC 0.22% No change 2,612 $306K
Kozak & Associates, Inc. 0.06% Add +0.3% 2,620 $306K
Barnes Wealth Management Group, Inc 0.16% Add +0.7% 2,610 $306K
J. Team Financial, Inc. 0.30% Add +0.5% 2,603 $305K
UNIVEST FINANCIAL Corp 0.02% Add +0.3% 2,602 $305K
A4 Wealth Advisors LLC 0.26% Add +3.3% 2,597 $304K
Cravens & Co Advisors, LLC 0.20% Reduce -2.6% 2,593 $304K
Citizens National Bank Trust Department 0.05% No change 2,592 $304K
Capital Advantage, Inc. 0.04% No change 2,589 $303K
Wbi Investments, LLC 0.08% New 2,587 $303K
Clearwave Capital, LLC 0.22% — 2,585 $303K
Stokes Family Office, LLC 0.03% Add +37.0% 2,583 $303K
PSI Advisors, LLC 0.08% No change 2,583 $303K
Providence First Trust Co 0.10% Reduce -82.2% 2,577 $302K
Elmwood Wealth Management, Inc. 0.10% Reduce -6.5% 2,573 $302K
Arbor Trust Wealth Advisors, LLC 0.13% New 2,570 $301K
Terril Brothers, Inc. 0.08% Reduce -3.2% 2,564 $301K
Beirne Wealth Consulting Services, LLC 0.09% Reduce -13.6% 2,552 $299K
Everpar Advisors LLC 0.11% Reduce -2.4% 2,538 $297K
AlTi Global, Inc. 0.01% Reduce -2.5% 2,535 $297K
RFG - Bristol Wealth Advisors, LLC 0.08% Reduce -2.4% 2,532 $297K
Hamilton Point Investment Advisors, LLC 0.05% Reduce -2.0% 2,532 $297K
Krilogy Financial LLC 0.01% Reduce -33.8% 2,485 $295K
Lazari Capital Management, Inc. 0.10% Reduce -1.5% 2,515 $295K
Hilton Head Capital Partners, LLC 0.17% — 2,514 $295K
Sunpointe, LLC 0.10% Add +6.7% 2,513 $295K
Burney Co./ 0.01% Reduce -5.8% 2,513 $295K
Inscription Capital, LLC 0.03% Add +6.4% 2,511 $294K
Schulz Wealth, LTD. 0.19% No change 2,505 $294K
Washington Trust Advisors, Inc. 0.02% No change 2,505 $294K
Klingman & Associates, LLC 0.01% Add +10.3% 2,503 $293K
Maltin Wealth Management, Inc. 0.12% Add +0.0% 2,501 $293K
Paradigm Asset Management Co. LLC 0.07% Reduce -7.4% 2,500 $293K
COFG Advisors, LLC 0.07% — 2,499 $293K
Colonial River Investments, LLC 0.10% Add +4.8% 2,493 $292K
Banyan Capital Management, Inc. 0.13% Reduce -4.8% 2,493 $292K
Balefire, LLC 0.06% Add +3.3% 2,492 $292K
L. Roy Papp & Associates, LLP 0.03% No change 2,490 $292K
Grandfield & Dodd, LLC 0.02% No change 2,485 $291K
Evolve Private Wealth, LLC 0.02% — 2,473 $290K
North Star Asset Management Inc. 0.01% Add +0.1% 2,469 $289K
Cromwell Holdings LLC 0.16% No change 2,469 $289K
Tradition Wealth Management, LLC 0.02% Add +1.1% 2,466 $289K
South Plains Financial, Inc. 0.17% Add +2.1% 2,465 $289K
AmeriServ Wealth Advisors 0.17% Reduce -13.7% 2,460 $288K
Family Legacy Financial Solutions, LLC 0.22% Reduce -1.8% 2,457 $288K
FRG Family Wealth Advisors LLC 0.04% No change 2,450 $287K
Kera Capital Partners, Inc. 0.04% New 2,355 $286K
Howard Wealth Management, LLC 0.12% Add +0.4% 2,427 $284K
Rexford Capital Inc. 0.22% Add +0.3% 2,425 $284K
GreatBanc Trust CO 0.20% Reduce -7.8% 2,424 $284K
Red Wave Investments LLC 0.08% No change 2,423 $284K
Royal Capital Wealth Management, LLC 0.17% Reduce -5.9% 2,416 $283K
Cozad Asset Management Inc. 0.02% No change 2,416 $283K
Enterprise Financial Services Corp 0.14% Reduce -19.6% 2,412 $283K
Apriem Advisors 0.03% Reduce -0.7% 2,400 $281K
Kraematon Investment Advisors, Inc. 0.22% Add +0.7% 2,399 $281K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,399 $281K
Signature Equity Partners, LLC 0.15% — 2,390 $280K
Versant Capital Management, Inc 0.04% Reduce -5.9% 2,389 $280K
Sentry Investment Management LLC 0.18% No change 2,385 $280K
Pallas Capital Advisors LLC 0.01% Reduce -10.3% 2,383 $279K
Brookwood Investment Group LLC 0.03% New 2,380 $279K
First Financial Bankshares Inc 0.01% No change 2,378 $279K
Total Clarity Wealth Management, Inc. 0.07% Reduce -1.9% 2,375 $278K
Miller Financial Services LLC 0.33% Add +0.1% 2,375 $278K
Towne Trust Company, N.A 0.09% Add +26.2% 2,373 $278K
Peak Planning Group, LLC 0.08% Reduce -4.2% 2,370 $278K
Wellspring Financial Advisors, LLC 0.02% Add +14.8% 2,361 $277K
Curat Global, LLC 0.31% Add +0.1% 2,360 $277K
Legacy Wealth Partners, LLC 0.07% — 2,357 $276K
Litman Gregory Wealth Management LLC 0.02% No change 2,353 $276K
Sandro Wealth Management LLC 0.23% — 2,344 $275K
Cottage Street Advisors LLC 0.12% Add +0.4% 2,344 $275K
Cornerstone Management, Inc. 0.04% Add +0.1% 2,343 $275K
Front Row Advisors LLC 0.09% No change 2,342 $275K
Veratis Advisors, Inc. 0.22% — 2,159 $274K
KFG Wealth Management, LLC 0.04% Add +0.2% 2,338 $274K
Weatherly Asset Management L. P. 0.02% Add +0.3% 2,335 $274K
Arsenal Capital Advisors LLC 0.19% — 2,329 $273K
First United Bank & Trust 0.09% No change 2,327 $273K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -4.2% 2,322 $272K
Gsa Capital Partners LLP 0.02% Add +31.0% 2,324 $272K
Intergy Private Wealth, LLC 0.08% Reduce -7.9% 2,320 $272K
Premier Private Wealth Management LLC 0.28% — 2,270 $271K
M. Kraus & Co 0.08% Add +3.7% 2,312 $271K
World Equity Group, Inc. 0.08% Reduce -18.1% 2,311 $271K
Mainsail Asset Management, LLC 0.12% No change 2,301 $270K
Gleason Group, Inc. 0.03% Add +0.9% 2,299 $270K
Tilia Fiduciary Partners, Inc. 0.15% Add +0.0% 2,298 $269K
Sivia Capital Partners, LLC 0.05% Reduce -1.3% 2,297 $269K
City State Bank 0.07% Add +2.7% 2,292 $269K
Warm Springs Advisors Inc. 0.21% No change 2,291 $269K
Joule Financial, LLC 0.08% Add +0.9% 2,289 $268K
Kennebec Savings Bank 0.23% Add +1.8% 2,275 $267K
Sigma Investment Counselors Inc. 0.01% Add +0.8% 2,273 $266K
KTF Investments, LLC 0.04% — 2,270 $266K
Riverbend Wealth Management, LLC 0.17% Add +12.0% 2,269 $266K
Alhambra Investment Management LLC 0.12% Reduce -1.9% 2,266 $266K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -7.6% 2,263 $265K
Central Bank & Trust Co. 0.04% Reduce -22.9% 2,253 $264K
Koss-Olinger Consulting, LLC 0.02% Reduce -6.9% 2,250 $264K
Basecamp Wealth Advisors LLC 0.06% — 2,252 $264K
Piedmont Capital Management, LLC 0.17% — 2,250 $264K
Van Cleef Asset Management,Inc 0.03% No change 2,249 $264K
Sunflower Bank, N.A. 0.07% New 2,248 $263K
Buttonwood Financial Advisors Inc. 0.09% Reduce -1.9% 2,243 $263K
Manske Wealth Management 0.08% Add +0.1% 2,242 $263K
Adkins Seale Capital Management LLC 0.26% — 2,236 $262K
Cultivar Capital, Inc. 0.17% Reduce -5.3% 2,235 $262K
CYBER HORNET ETFs LLC 0.16% Add +5.6% 2,231 $261K
New Hampshire Trust 0.05% Reduce -23.1% 2,228 $261K
Clark Financial Services Group Inc. 0.14% Add +0.8% 2,235 $261K
Capital Planning Advisors, LLC 0.03% Add +1.5% 2,216 $260K
Smith Partners Wealth Management, LLC 0.24% — 2,213 $259K
Matrix Private Capital Group LLC 0.13% No change 2,201 $258K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +21870.0% 2,197 $258K
M.E. Allison & Co., Inc. 0.17% Reduce -11.8% 2,196 $257K
Vantage Financial Partners, LLC 0.05% Add +0.4% 2,191 $257K
Joel Adams & Associates, Inc. 0.19% No change 2,189 $257K
Roble, Belko & Company, Inc 0.03% No change 2,182 $256K
Chilton Investment Co. Inc. 0.01% Reduce -1.8% 2,179 $255K
Blossom Wealth Management 0.42% Reduce -14.0% 2,175 $255K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 2,164 $254K
Clearwater Capital Advisors, LLC 0.02% Add +6.5% 2,159 $253K
Rockland Trust Co. 0.01% New 2,158 $253K
Meramec Financial Planners, LLC 0.10% — 2,072 $252K
Auxano Advisors, LLC 0.05% Reduce -0.1% 2,149 $252K
Quest Investment Management LLC 0.03% Reduce -20.1% 2,136 $250K
Signet Financial Management, LLC 0.03% Reduce -0.1% 2,132 $250K
Advus Financial Partners, LLC 0.06% Reduce -8.9% 2,129 $249K
Robertson Stephens Wealth Management, LLC 0.01% Add +17.8% 2,128 $249K
Essex Investment Management Co. LLC 0.04% No change 2,122 $249K
Optimize Financial Inc. 0.13% Add +1.3% 2,120 $248K
Aigen Investment Management, LP 0.06% Reduce -79.1% 2,117 $248K
Facet Wealth, Inc. 0.00% Add +19.7% 2,061 $248K
Balance Wealth Partners LLC 0.08% Add +2.4% 2,114 $248K
Provident Wealth Management, LLC 0.07% No change 2,108 $247K
Liberty Capital Management, Inc. 0.05% No change 2,105 $247K
SHP Wealth Management 0.02% — 2,106 $247K
Ewa, LLC 0.06% Reduce -4.6% 2,102 $246K
Longboard Asset Management, LP 1.57% No change 2,101 $246K
ARS Investment Partners, LLC 0.01% New 2,100 $246K
Severin Investments, LLC 0.22% Reduce -7.9% 2,099 $246K
Partners Wealth Management, LLC 0.26% Reduce -10.0% 2,097 $246K
Patrick M Sweeney & Associates, Inc. 0.15% No change 2,090 $245K
Arkfeld Wealth Strategies, L.L.C. 0.08% Reduce -11.6% 2,104 $245K
Founders Grove Wealth Partners, LLC 0.06% Add +4.5% 2,086 $245K
Darwin Wealth Management, LLC 0.08% Reduce -2.9% 2,078 $244K
Peddock Capital Advisors, LLC 0.05% No change 2,075 $243K
Ossiam 0.00% Reduce -96.5% 2,069 $243K
Liberty Wealth Management LLC 0.03% Add +12.1% 2,062 $242K
Goldstein Advisors, LLC 0.03% Add +3.1% 2,062 $242K
Eads & Heald Wealth Management 0.12% Add +16.0% 2,059 $241K
Inceptionr LLC 0.07% Reduce -81.7% 2,055 $241K
Hilltop National Bank 0.06% Reduce -3.8% 2,055 $241K
GF Fund Management Co. LTD. 0.00% New 2,054 $241K
Xxi Wealth, LLC 0.15% — 2,052 $241K
Hazlett, Burt & Watson, Inc. 0.08% Add +3.5% 2,038 $240K
Brucke Financial, Inc. 0.13% Add +13.9% 2,045 $240K
VestGen Investment Management 0.13% New 2,043 $239K
Ponta Wealth Partners, LLC 0.22% — 2,042 $239K
Commonwealth Retirement Investments LLC 0.08% New 2,038 $239K
FSB Premier Wealth Management, Inc. 0.08% Reduce -8.5% 2,035 $239K
Kestra Investment Management, LLC 0.01% Reduce -2.5% 2,033 $238K
TMB Capital Partners, LLC 0.08% — 2,028 $238K
Canal Capital Management, LLC 0.03% Add +0.3% 2,027 $238K
Physician Wealth Advisors, Inc. 0.03% Add +0.3% 2,026 $237K
Marietta Investment Partners LLC 0.05% Reduce -41.2% 2,025 $237K
Legacy Private Trust Co. 0.01% No change 2,025 $237K
Chung Wu Investment Group, LLC 0.19% No change 2,018 $237K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -0.1% 2,014 $236K
Enclave Advisors LLC 0.03% New 2,013 $236K
Kohmann Bosshard Financial Services, LLC 0.02% Reduce -17.2% 2,013 $236K
Wright Wealth LLC 0.15% — 2,011 $236K
Taylor Financial Group, Inc. 0.14% No change 2,009 $235K
Sentinel Trust Co. Lba 0.02% No change 2,006 $235K
Graver Capital Management, LLC 0.19% No change 2,000 $234K
Promethium Advisors,llc 0.13% New 2,000 $234K
Pioneer Trust Bank N A 0.05% Reduce -3.2% 2,000 $234K
Westover Capital Advisors, LLC 0.04% No change 2,000 $234K
Victory Financial Group, LLC 0.03% Add +7.2% 2,000 $234K
TrustBank 0.10% — 1,997 $234K
Annex Advisory Services, LLC 0.00% Reduce -90.3% 1,996 $234K
Tower Wealth Partners, Inc. 0.13% Add +0.6% 1,995 $234K
Strategic Investment Solutions, Inc. 0.06% Add +0.5% 1,992 $233K
Tred Avon Family Wealth, LLC 0.08% No change 1,990 $233K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -1.7% 1,987 $233K
Legacy Edge Advisors, LLC 0.03% New 1,987 $233K
Oxford Financial Group, LTD. LLC 0.01% Reduce -1.2% 1,985 $233K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -3.0% 1,985 $233K
Atlantic Family Wealth, LLC 0.18% Reduce -0.3% 1,983 $232K
MGB Wealth Management, LLC 0.07% Add +0.7% 1,982 $232K
Community Financial Services Group, LLC 0.04% No change 1,981 $232K
Nicholson Wealth Management Group, LLC 0.14% Reduce -13.6% 1,980 $232K
Thoroughbred Financial Services, LLC 0.01% Add +2.1% 1,979 $232K
Beaumont Financial Advisors, LLC 0.02% Add +7.6% 1,977 $232K
Fortis Capital Advisors, LLC 0.03% Add +0.1% 1,969 $231K
TCI Wealth Advisors, Inc. 0.01% Add +9.6% 1,962 $230K
Phoenix Wealth Advisors 0.09% Add +20.0% 1,958 $229K
Ferguson Shapiro LLC 0.07% No change 1,949 $228K
MV Capital Management, Inc. 0.02% Add +0.3% 1,947 $228K
OneAscent Wealth Management LLC 0.08% Reduce -4.4% 1,945 $228K
SPWM Advisors LLC 0.22% — 1,945 $228K
Abel Hall, LLC 0.05% Add +0.8% 1,942 $228K
Financial Consulate, Inc. 0.03% Reduce -6.1% 1,941 $228K
McLean Asset Management Corp 0.04% Reduce -3.8% 1,916 $227K
tru Independence LLC 0.06% Reduce -12.1% 1,940 $227K
Reyes Financial Architecture, Inc. 0.14% Add +7.5% 1,939 $227K
Capula Management Ltd 0.00% Reduce -21.5% 1,939 $227K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 1,935 $227K
CrossGen Wealth, LLC 0.20% — 1,934 $227K
Argentarii, LLC 0.07% Add +15.2% 1,930 $226K
TCTC Holdings, LLC 0.01% No change 1,928 $226K
Rockbridge Investment Management, LCC 0.02% New 1,927 $226K
Commonwealth Financial Services, LLC 0.04% Reduce -42.9% 1,910 $224K
Second Half Financial Partners, LLC 0.10% Reduce -0.3% 1,909 $224K
Meridian Financial Advisors, LLC 0.12% Reduce -2.5% 1,908 $224K
Semus Wealth Partners LLC 0.12% Add +0.9% 1,903 $223K
Seeds Investor LLC 0.04% New 1,902 $223K
LifePlan Investment Advisors, Inc. 0.09% Reduce -0.1% 1,902 $223K
Armstrong, Fleming & Moore, Inc 0.10% Reduce -4.3% 1,896 $222K
Silvant Capital Management LLC 0.01% No change 1,886 $221K
Eagle Strategies LLC 0.03% Add +1.9% 1,884 $221K
Crown Wealth Group, LLC 0.06% Add +9.9% 1,882 $221K
Planned Solutions, Inc. 0.07% Add +1.5% 1,879 $220K
Infinity Wealth Counsel, LLC 0.20% No change 1,877 $220K
Discipline Wealth Solutions, LLC 0.04% Add +2.0% 1,874 $220K
Pinion Investment Advisors, LLC 0.05% Reduce -0.5% 1,866 $219K
Hobart Private Capital, LLC 0.04% Add +7.7% 1,866 $219K
Cypress Asset Management Inc. 0.05% Reduce -2.6% 1,858 $218K
Galvin, Gaustad & Stein, LLC 0.02% Add +2.4% 1,857 $218K
Meridian Wealth Partners, LLC 0.03% Add +1.4% 1,857 $218K
Collaborative Wealth Managment Inc. 0.08% New 1,852 $217K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.34% — 1,851 $217K
Weaver Consulting Group 0.05% Reduce -0.5% 1,851 $217K
Madison Wealth Partners, Inc 0.04% New 1,849 $217K
Country Trust Bank 0.00% No change 1,848 $217K
a16z Perennial Management, L.P. 0.02% Reduce -1.6% 1,847 $216K
Analyst IMS Investment Management Services Ltd. 0.01% New 1,840 $216K
Plancorp, LLC 0.01% Reduce -1.2% 1,842 $216K
Old National Bancorp 0.00% Reduce -7.7% 1,840 $216K
American Money Management, LLC 0.03% Reduce -5.6% 1,839 $216K
Patton Fund Management, Inc. 0.03% No change 1,837 $215K
Tradewinds Capital Management, LLC 0.05% No change 1,835 $215K
Leelyn Smith, LLC 0.03% Add +0.4% 1,835 $215K
Tranquility Partners, LLC 0.08% No change 1,833 $215K
Charter Oak Capital Management, LLC 0.02% New 1,833 $215K
Sentry LLC 0.06% No change 1,832 $215K
Crew Capital Management, Ltd 0.14% Add +12.3% 1,831 $215K
Marin Bay Wealth Advisors, LLC 0.12% — 1,826 $214K
Advyzon Investment Management, LLC 0.02% New 1,825 $214K
Capital City Trust Co. 0.05% Reduce -2.3% 1,825 $214K
Sunbeam Capital Management, LLC 0.13% Reduce -11.1% 1,814 $213K
J.P. Marvel Investment Advisors, LLC 0.03% No change 1,811 $212K
Strategic Investment Advisors / MI 0.02% Reduce -2.1% 1,802 $211K
Revere Asset Management, Inc 0.07% Reduce -1.5% 1,800 $211K
Summitry LLC 0.01% New 1,797 $211K
Wedge Capital Management L L P 0.00% Add +6.9% 1,797 $211K
Sharp Wealth Advisory, LLC 0.11% New 1,795 $210K
Patron Partners, LLC 0.09% Reduce -11.2% 1,792 $210K
Legacy Advisors, LLC 0.02% New 1,792 $210K
Stephens Consulting, LLC 0.07% Add +0.1% 1,789 $210K
Philip James Wealth Mangement, LLC 0.02% Add +0.5% 1,786 $209K
KFA Private Wealth Group, LLC 0.05% New 1,783 $209K
Eagle Capital Management, LLC 0.08% No change 1,781 $209K
Redwood Wealth Management Group, LLC 0.09% Reduce -1.8% 1,783 $209K
Kagan Cocozza Asset Management 0.15% Add +0.8% 1,781 $209K
Charter Research & Investment Group, Inc. 0.14% No change 1,781 $209K
William John Sempolinski 0.10% — 1,780 $209K
Mattern Wealth Management LLC 0.04% No change 1,780 $209K
Spirepoint Private Client, LLC 0.02% Reduce -1.1% 1,780 $209K
Bluedoor Private Wealth, LLC 0.10% — 1,776 $208K
Compass Ion Advisors, LLC 0.02% Add +2.5% 1,776 $208K
Client 1ST Advisory Group, LLC 0.07% New 1,775 $208K
Moody Aldrich Partners LLC 0.04% No change 1,772 $208K
Ledyard National Bank 0.02% Add +2.8% 1,772 $208K
First Financial Corp. 0.08% Reduce -3.8% 1,770 $207K
S Harris Financial Group, LLC 0.20% — 1,769 $207K
Brighton Securities Corp. 0.10% Reduce -8.0% 1,769 $207K
Johnson Financial Group, Inc. 0.01% Reduce -4.2% 1,768 $207K
Saxon Interests, Inc. 0.07% New 1,764 $207K
Black Diamond Financial, LLC 0.02% New 1,762 $207K
Elevation Wealth Partners, LLC 0.07% Add +1.3% 1,762 $207K
Compass Wealth Management, LLC 0.08% No change 1,759 $206K
Tritonpoint Wealth, LLC 0.02% Reduce -13.2% 1,757 $206K
Regatta Capital Group, LLC 0.03% Reduce -5.3% 1,757 $206K
Fragasso Financial Advisors Inc 0.01% Reduce -6.3% 1,755 $206K
Nordwand Advisors, LLC 0.04% No change 1,755 $206K
Mitchell Capital Management Co. 0.04% No change 1,753 $205K
Petix & Botte Co 0.05% No change 1,752 $205K
Richwood Investment Advisors, LLC 0.15% No change 1,685 $205K
bLong Financial, LLC 0.14% Reduce -16.0% 1,751 $205K
New Covenant Trust Company, N.A. 0.19% Reduce -0.1% 1,747 $205K
Kieckhefer Group LLC 0.10% No change 1,748 $205K
Bender Robert & Associates 0.04% Reduce -5.4% 1,748 $205K
Idaho Trust Co 0.07% No change 1,748 $205K
Alternative Investment Advisors, LLC. 0.09% Reduce -25.0% 1,746 $205K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -1.1% 1,747 $205K
Kassira Wealth Management LLC 0.19% New 1,746 $205K
Bullock Wealth Management Group 0.10% — 1,742 $204K
Americana Partners, LLC 0.01% Reduce -54.4% 1,740 $204K
Ironsides Asset Advisors, LLC 0.05% No change 1,736 $204K
Jessup Wealth Management, Inc 0.07% Add +0.1% 1,733 $203K
Wingate Wealth Advisors, Inc. 0.11% No change 1,733 $203K
Hughes Financial Services, LLC 0.03% Reduce -1.2% 1,732 $203K
Fortitude Advisory Group L.L.C. 0.09% Add +0.5% 1,732 $203K
Heritage Trust Co 0.02% Add +1.1% 1,731 $203K
Warren Street Wealth Advisors, LLC 0.06% Add +1.9% 1,729 $203K
Ruggiero Investments, Inc. 0.18% — 1,727 $202K
Old Second National Bank of Aurora 0.04% Reduce -1.7% 1,726 $202K
AlphaGrep UK Ltd 0.07% — 1,725 $202K
Rather & Kittrell, Inc. 0.03% Add +2.7% 1,722 $202K
IVC Wealth Advisors LLC 0.09% Add +1.5% 1,720 $202K
Newman Dignan & Sheerar, Inc. 0.04% Reduce -1.4% 1,719 $201K
Alteri Wealth LLC 0.07% Reduce -4.4% 1,718 $201K
Stonebridge Financial Group, LLC / MO 0.17% — 1,714 $201K
Wilkins Miller Wealth Management, LLC 0.12% Add +0.3% 1,713 $201K
Cambient Family Office, LLC 0.03% — 1,712 $201K
Walsky Investment Management, Inc. 0.20% — 1,707 $200K
FSA Advisors, Inc. 0.14% New 20,151 $198K
Fairscale Capital, LLC 0.13% Add +164.2% 1,691 $198K
USA Financial Formulas 0.04% Reduce -51.2% 1,673 $196K
Motiv8 Investments LLC 0.11% Reduce -8.4% 1,670 $196K
Allianz SE 0.00% No change 1,666 $195K
Barrett & Company, Inc. 0.06% No change 1,651 $194K
Scarborough Advisors, LLC 0.03% Add +30.8% 1,644 $193K
IMG Wealth Management, Inc. 0.12% Add +1.4% 1,639 $192K
West Branch Capital LLC 0.05% Reduce -5.8% 1,624 $190K
VSM Wealth Advisory, LLC 0.06% Reduce -4.5% 1,594 $187K
Optiver Holding B.V. 0.00% New 1,591 $186K
Medallion Wealth Advisors, LLC 0.06% Add +11.8% 1,588 $186K
Elyxium Wealth, LLC 0.05% Reduce -14.9% 1,561 $183K
ORG Partners LLC 0.03% Add +108.6% 1,554 $182K
Richards, Merrill & Peterson, Inc. 0.07% New 1,545 $181K
McIlrath & Eck, LLC 0.02% Add +2.4% 1,535 $180K
Transamerica Financial Advisors, LLC 0.01% Add +26.4% 1,533 $180K
Palladiem, LLC 0.17% — 1,514 $178K
Morse Asset Management, Inc 0.04% No change 1,500 $176K
Private Wealth Asset Management, LLC 0.02% Add +11.8% 1,479 $173K
Center for Financial Planning, Inc. 0.02% Add +7.5% 1,473 $173K
Hager Investment Management Services, LLC 0.09% Reduce -1.0% 1,465 $172K
MeadowBrook Investment Advisors LLC 0.15% No change 1,463 $171K
Valley National Advisers Inc. 0.02% No change 1,466 $171K
Deseret Mutual Benefit Administrators 0.07% No change 1,448 $170K
Nemes Rush Group LLC 0.02% Add +23.1% 1,447 $170K
Beacon Financial Strategies CORP 0.09% New 1,402 $164K
Vision Financial Markets LLC 0.17% No change 1,395 $164K
Osterweis Capital Management Inc. 0.01% No change 1,395 $164K
Vestor Capital, LLC 0.01% Add +3642.2% 51,829 $162K
Wealth Preservation Advisors, LLC 0.08% No change 1,381 $162K
Prosperity Bancshares Inc 0.14% — 1,366 $160K
Rossby Financial, LCC 0.05% Add +4.7% 1,365 $160K
Princeton Global Asset Management LLC 0.03% Add +13.4% 1,348 $158K
Atwood & Palmer Inc. 0.01% No change 1,348 $158K
Redmont Wealth Advisors LLC 0.24% No change 1,347 $158K
Addison Advisors LLC 0.04% Add +4.5% 1,334 $156K
Kimelman & Baird, LLC 0.01% No change 1,332 $156K
Godfrey Financial Associates, Inc. 0.13% — 1,327 $156K
Fortitude Family Office, LLC 0.04% Reduce -0.1% 1,326 $155K
Hollencrest Capital Management 0.01% Add +5.4% 1,317 $154K
Ostrum Asset Management 0.01% Reduce -24.9% 1,312 $154K
Holos Integrated Wealth LLC 0.08% Add +49.4% 1,271 $149K
New England Capital Financial Advisors LLC 0.06% Add +0.1% 1,269 $149K
Bayforest Capital Ltd 0.11% Reduce -69.1% 1,237 $145K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $145K
GGM Financial LLC 0.07% No change 1,217 $143K
Purpose Unlimited Inc. 0.01% — 1,216 $143K
S.A. Mason LLC 0.06% No change 1,215 $142K
Havemeyer Place LP 0.03% — 1,214 $142K
Cutler Capital Management, LLC 0.05% Reduce -3.0% 1,183 $139K
Smallwood Wealth Investment Management, LLC 0.07% Reduce -2.7% 1,172 $137K
First Pacific Financial 0.02% Add +0.7% 1,165 $137K
Alerus Financial NA 0.01% No change 1,154 $135K
Bravera Wealth 0.07% — 1,148 $135K
Westside Investment Management, Inc. 0.02% Reduce -0.6% 1,116 $131K
Canopy Partners, LLC 0.04% Add +2.1% 1,114 $131K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +44.3% 1,107 $130K
Coastline Trust Co 0.01% No change 1,100 $129K
WFA of San Diego, LLC 0.09% No change 1,087 $127K
DV Equities, LLC 0.02% — 1,083 $127K
Turning Point Benefit Group, Inc. 0.07% Add +6.1% 1,081 $127K
Webster Bank, N. A. 0.01% Reduce -5.5% 1,059 $124K
Howard Capital Management Group, LLC 0.01% No change 1,048 $123K
WPG Advisers, LLC 0.09% Add +31.6% 1,044 $122K
Acumen Wealth Advisors, LLC 0.04% — 1,040 $122K
Dakota Community Bank & Trust NA 0.42% Add +3.0% 1,037 $122K
Miller Capital Partners, Inc. 0.06% — 1,030 $121K
Piscataqua Savings Bank 0.08% No change 1,029 $121K
Missouri Trust & Investment Co 0.04% Reduce -6.0% 1,025 $120K
Byrne Asset Management LLC 0.07% No change 1,018 $119K
Copia Wealth Management 0.09% No change 1,017 $119K
Plante Moran Financial Advisors, LLC 0.01% Add +6.7% 1,014 $119K
Catalyst Capital Advisors LLC 0.00% Reduce -22.4% 1,011 $118K
Global Trust Asset Management, LLC 0.05% Reduce -17.0% 1,006 $118K
Whipplewood Advisors, LLC 0.07% Add +0.7% 992 $116K
Guinness Asset Management LTD 0.00% Add +57.4% 984 $116K
Asset Dedication, LLC 0.01% Reduce -71.6% 976 $114K
Bangor Savings Bank 0.01% Add +3.6% 969 $114K
Aventura Private Wealth, LLC 0.04% Reduce -8.5% 968 $114K
Capital Advisors, Ltd. LLC 0.01% Add +9.2% 949 $111K
Tucker Asset Management LLC 0.03% Reduce -54.8% 946 $111K
C M Bidwell & Associates Ltd. 0.05% No change 941 $110K
Avanza Fonder AB 0.00% New 928 $109K
Pacifica Partners Inc. 0.05% Reduce -3.8% 915 $107K
GHP Investment Advisors, Inc. 0.00% Reduce -11.2% 913 $107K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 880 $103K
Key Financial Inc 0.02% Add +5.9% 876 $103K
Coston, McIsaac & Partners 0.02% Reduce -1.5% 872 $102K
Measured Wealth Private Client Group, LLC 0.03% No change 865 $101K
GW&K Investment Management, LLC 0.00% Reduce -5.9% 862 $101K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +5.0% 848 $99K
Beaird Harris Wealth Management, LLC 0.01% Add +20.3% 830 $97K
Aquatic Capital Management LLC 0.00% New 820 $96K
TOWER TRUST & INVESTMENT Co 0.06% Add +295.6% 819 $96K
Torren Management, LLC 0.05% — 814 $95K
Global Wealth Strategies & Associates 0.02% Add +8.8% 807 $95K
Louisbourg Investments Inc. 0.02% No change 800 $94K
SJS Investment Consulting Inc. 0.01% Add +2.7% 796 $93K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $89K
Luken Investment Analytics, LLC 0.03% Add +0.7% 726 $85K
LRI Investments, LLC 0.01% Reduce -18.0% 723 $85K
Investment Research & Advisory Group, Inc. 0.03% Add +10.2% 704 $84K
Kelleher Financial Advisors 0.02% No change 713 $84K
GoalVest Advisory LLC 0.02% Reduce -8.6% 705 $83K
PFS Partners, LLC 0.04% Add +0.8% 674 $79K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $78K
Chapman Financial Group, LLC 0.05% Reduce -16.1% 654 $77K
Hartford Financial Management Inc. 0.02% No change 642 $75K
Keating Financial Advisory Services, Inc. 0.01% — 639 $75K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 636 $75K
Root Financial Partners, LLC 0.00% Add +17.5% 632 $74K
Wellington Shields Capital Management, LLC 0.01% No change 630 $74K
Simplex Trading, LLC 0.00% New 623 $73K
New Millennium Group LLC 0.03% Reduce -22.3% 604 $71K
Sachetta, LLC 0.04% Add +128.9% 602 $71K
Investors Research Corp 0.01% Reduce -33.3% 600 $70K
1248 Management, LLC 0.04% No change 587 $69K
LGT Financial Advisors LLC 0.41% Reduce -21.7% 574 $67K
Fortis Group Advisors, LLC 0.01% No change 570 $67K
Basepoint Wealth LLC 0.04% New 568 $67K
Flagship Wealth Advisors, LLC 0.02% No change 563 $66K
Bruce G. Allen Investments, LLC 0.04% No change 562 $66K
Murphy & Mullick Capital Management Corp 0.05% Add +0.4% 561 $66K
Chilton Capital Management LLC 0.00% Reduce -53.0% 560 $66K
Centerpoint Advisors, LLC 0.02% No change 553 $65K
Gen-Wealth Partners Inc 0.02% Reduce -6.7% 547 $64K
Motco 0.01% No change 521 $61K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -33.0% 512 $60K
DV Trading LLC 0.01% — 509 $60K
Perkins Coie Trust Co 0.01% No change 507 $59K
Western Pacific Wealth Management, LP 0.06% No change 504 $59K
Lummis Asset Management, LP 0.04% No change 500 $59K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $59K
Cherry Tree Wealth Management, LLC 0.01% Add +1.0% 496 $58K
FWL Investment Management, LLC 0.01% Add +34.1% 495 $58K
FNY Investment Advisers, LLC 0.02% New 500 $58K
BankPlus Trust Department 0.02% No change 494 $58K
Cornerstone National Bank & Trust Co 0.02% Add +46.3% 487 $57K
Covestor Ltd 0.03% Reduce -1.2% 486 $57K
Trust Co 0.01% Add +382.0% 482 $56K
Boyd Watterson Asset Management LLC 0.02% Reduce -1.6% 479 $56K
Wellington-Altus USA Inc. 0.04% — 478 $56K
Kemnay Advisory Services Inc. 0.01% New 457 $54K
Wealth Watch Advisors, INC 0.02% Add +2.0% 452 $53K
Tsfg, LLC 0.01% Add +0.2% 446 $52K
Wealth Enhancement Trust Services, Inc. 0.01% — 443 $52K
Pin Oak Investment Advisors Inc. 0.04% No change 417 $51K
Horrell Capital Management, Inc. 0.02% No change 429 $50K
Monetary Solutions, Ltd 0.05% — 401 $47K
Delta Asset Management LLC 0.00% Reduce -2.9% 401 $47K
Hoey Investments, Inc. 0.01% Reduce -7.0% 400 $47K
Advantage Trust Co 0.02% Reduce -61.2% 399 $47K
Key Capital Management, INC 0.05% — 393 $46K
Anfield Capital Management, LLC 0.01% Add +16.6% 379 $44K
Bellevue Asset Management, LLC 0.01% Add +0.3% 373 $44K
Midwest Capital Advisors, LLC 0.02% No change 370 $43K
Walsh & Associates, LLC 0.04% — 362 $42K
1620 Investment Advisors, Inc. 0.03% No change 353 $41K
TFC Financial Management, Inc. 0.01% Reduce -45.9% 353 $41K
Toth Financial Advisory Corp. 0.00% Add +1.1% 351 $41K
Nova Wealth Management, Inc. 0.03% Add +9.4% 350 $41K
First Community Trust NA 0.03% No change 348 $41K
Redwood Park Advisors LLC 0.03% Add +0.9% 342 $40K
Canton Hathaway, LLC 0.01% No change 331 $39K
Olistico Wealth, LLC 0.02% New 326 $38K
Legacy Wealth Managment, LLC 0.02% Add +35.0% 324 $38K
Abound Financial, LLC 0.01% Reduce -84.6% 323 $38K
Tidemark, LLC 0.01% Reduce -10.4% 310 $36K
CGC Financial Services, LLC 0.01% No change 308 $36K
Advocate Investing Services LLC 0.03% — 306 $36K
Meeder Asset Management Inc. 0.00% Reduce -4.7% 304 $36K
Peck Wealth Management, LLC 0.03% No change 300 $35K
McGuire Capital Advisors Inc. 0.02% — 290 $34K
Bare Financial Services, Inc 0.01% Add +3.2% 289 $34K
Prestige Wealth Management Group LLC 0.01% Add +20.6% 287 $34K
Private Wealth Management Group, LLC 0.01% No change 286 $34K
Cornerstone Planning Group LLC 0.01% Add +13750.0% 277 $33K
Kingdom Financial Group LLC. 0.01% New 283 $33K
Abound Wealth Management 0.01% No change 280 $33K
Mowery & Schoenfeld Wealth Management, LLC 0.05% Add +300.0% 280 $33K
Obsidian Cio, LLC 0.05% Reduce -88.8% 278 $33K
Access Investment Management LLC 0.01% No change 262 $32K
Bell Investment Advisors, Inc 0.00% Reduce -16.2% 258 $30K
SIMA Wealth Partners, LLC 0.02% No change 258 $30K
Lodestone Wealth Management LLC 0.01% New 254 $30K
CoreFirst Bank & Trust 0.02% Reduce -53.5% 252 $30K
Wellington Grp LLC 0.01% — 252 $30K
Winch Advisory Services, LLC 0.01% Add +1.2% 251 $29K
Vermillion Wealth Management, Inc. 0.01% No change 250 $29K
N.E.W. Advisory Services LLC 0.00% Add +12.1% 250 $29K
Avion Wealth 0.01% Reduce -63.1% 254 $29K
Cornerstone Financial Management LLC 0.03% — 239 $28K
Lipe & Dalton 0.01% No change 243 $28K
KERR FINANCIAL PLANNING Corp 0.04% No change 221 $27K
Noble Wealth Management PBC 0.01% No change 233 $27K
Triumph Capital Management 0.01% New 231 $27K
Strategic Advocates LLC 0.01% Add +13.7% 224 $26K
JNBA Financial Advisors 0.00% No change 223 $26K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 222 $26K
Financial Network Wealth Advisors LLC 0.03% Reduce -13.0% 220 $26K
Dorato Capital Management 0.02% — 216 $26K
Evolution Wealth Management Inc. 0.02% Add +1111.1% 218 $26K
Basso Capital Management, L.P. 0.01% New 212 $25K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 208 $24K
NorthAvenue LLC 0.02% — 206 $24K
Modus Advisors, LLC 0.01% New 205 $24K
Ares Financial Consulting, LLC 0.02% — 200 $23K
SWAN Capital LLC 0.01% Add +49.3% 200 $23K
Deane Retirement Strategies, Inc. 0.01% No change 197 $23K
S&T Bank 0.01% Reduce -2.0% 196 $23K
Proathlete Wealth Management LLC 0.01% Add +16.1% 195 $23K
Millstone Evans Group, LLC 0.01% No change 194 $23K
LMR Partners LLP 0.00% New 193 $23K
Financial Freedom, LLC 0.01% No change 192 $22K
Dunhill Financial, LLC 0.01% Reduce -26.4% 192 $22K
Solstein Capital, LLC 0.01% No change 190 $22K
DT Investment Partners, LLC 0.00% No change 190 $22K
MPWM Advisory Solutions, LLC 0.01% No change 187 $22K
Ascentis Wealth Management, LLC 0.01% Reduce -58.2% 185 $22K
American Capital Advisory, LLC 0.01% Add +1.1% 183 $21K
1 North Wealth Services LLC 0.01% No change 183 $21K
Pension & Wealth Management Advisors, Inc. 0.01% No change 183 $21K
Ankerstar Wealth, LLC 0.02% — 182 $21K
TD Capital Management LLC 0.00% Add +50.4% 182 $21K
Greenline Wealth Management LLC 0.02% — 181 $21K
Financial Connections Group, Inc. 0.01% No change 187 $21K
CDKV Holdings LLC 0.02% — 178 $21K
Mascoma Wealth Management LLC 0.00% Add +8.6% 176 $21K
Highline Wealth Partners LLC 0.01% Reduce -6.5% 174 $20K
Elequin Capital, LP 0.00% New 174 $20K
Joseph Group Capital Management 0.01% Add +46.6% 173 $20K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 168 $20K
Valley Wealth Managers, Inc. 0.00% No change 171 $20K
Blueline Advisors LLC 0.02% — 170 $20K
Signature Resources Capital Management, LLC 0.01% No change 169 $20K
Howard Hughes Medical Institute 0.01% No change 167 $20K
Essential Partners LLC 0.01% Reduce -78.7% 167 $20K
DHJJ Financial Advisors, Ltd. 0.01% No change 165 $19K
Rakuten Securities, Inc. 0.01% Add +400.0% 165 $19K
Wiser Advisor Group LLC 0.02% Reduce -42.2% 159 $19K
Orion Capital Management LLC 0.01% No change 159 $19K
Robinswood Financial LLC 0.01% Add +0.7% 155 $18K
SRH Advisors, LLC 0.01% Add +55.0% 155 $18K
MidAtlantic Capital Management, Inc. 0.01% New 155 $18K
Raffa Wealth Management, LLC 0.00% Add +10.1% 152 $18K
POM Investment Strategies, LLC 0.01% Add +37.6% 150 $18K
Optima Capital LLC 0.01% New 149 $17K
Richard W. Paul & Associates, LLC 0.01% Add +1.4% 149 $17K
Ramirez Asset Management, Inc. 0.00% No change 144 $17K
Kilter Group LLC 0.01% Add +43.4% 142 $17K
Park Square Financial Group, LLC 0.10% Reduce -35.2% 153 $16K
High Note Wealth, LLC 0.00% Add +13.1% 138 $16K
Frazier Financial Advisors, LLC 0.01% No change 137 $16K
ESL Trust Services, LLC 0.00% Reduce -20.1% 131 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +10.2% 130 $15K
Sfam, LLC 0.01% — 129 $15K
Sankala Group LLC 0.01% — 112 $15K
Elevated Capital Advisors, LLC 0.00% New 120 $14K
Chesapeake Asset Management LLC 0.01% No change 119 $14K
True Wealth Design, LLC 0.00% Reduce -11.9% 118 $14K
Caitlin John, LLC 0.01% Add +78.5% 116 $14K
Acima Private Wealth, LLC 0.00% No change 110 $13K
J.Safra Asset Management Corp 0.00% No change 110 $13K
Red Tortoise LLC 0.01% No change 109 $13K
IAG Wealth Partners, LLC 0.00% No change 108 $13K
Imprint Wealth LLC 0.06% Reduce -66.3% 107 $13K
Core Alternative Capital 0.00% Reduce -23.5% 104 $12K
Comprehensive Financial Planning, Inc. 0.01% No change 104 $12K
WealthCollab, LLC 0.00% Add +10.9% 102 $12K
General Partner, Inc. 0.01% No change 101 $12K
Graney & King, LLC 0.01% No change 100 $12K
Miller Wealth Advisors, LLC 0.00% No change 100 $12K
Lavaca Capital LLC 0.00% No change 100 $12K
EFG International AG 0.00% — 100 $12K
Atomic Invest LLC 0.01% — 95 $11K
Beutel, Goodman & Co Ltd. 0.00% No change 100 $11K
Guinness Atkinson Asset Management Inc 0.01% New 93 $11K
Compass Financial Services Inc 0.00% No change 93 $11K
Maseco LLP 0.00% Reduce -65.0% 93 $11K
Entrust Financial LLC 0.01% — 91 $11K
Davis Capital Management 0.01% Reduce -5.2% 91 $11K
WestEnd Advisors, LLC 0.00% Reduce -1.1% 89 $10K
Rachor Investment Advisory Services, LLC 0.01% — 87 $10K
Wilkerson Advisory Group LLC 0.00% — 86 $10K
Davidson Capital Management Inc. 0.00% New 79 $9K
Birchwood Financial Partners, Inc. 0.01% — 78 $9K
USAdvisors Wealth Management, LLC 0.00% No change 10,000 $9K
Cedar Mountain Advisors, LLC 0.00% No change 75 $9K
Aspect Partners, LLC 0.00% Add +15.9% 73 $9K
RHL Group, LLC 0.01% — 72 $8K
Investors Portfolio Services LLC 0.01% — 70 $8K
Vision Retirement, LLC 0.00% — 68 $8K
Seneschal Advisors, LLC 0.01% No change 65 $8K
MRP Capital Investments, LLC 0.01% No change 63 $7K
Activest Wealth Management 0.00% Reduce -71.6% 63 $7K
Penserra Capital Management LLC 0.00% No change 66 $7K
Legacy Bridge, LLC 0.00% New 56 $7K
IMA Advisory Services, Inc. 0.00% Add +833.3% 56 $7K
Stone House Investment Management, LLC 0.00% Add +7.8% 55 $6K
Transce3nd, LLC 0.05% Reduce -3.9% 50 $6K
Granite FO LLC 0.00% No change 50 $6K
Clark Wealth Partners 0.00% No change 50 $6K
Ameliora Wealth Management Ltd. 0.00% No change 50 $6K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 47 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +45.5% 48 $6K
Thompson Investment Management, Inc. 0.00% No change 44 $5K
PayPay Securities Corp 0.15% Add +26.5% 43 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +740.0% 42 $5K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -51.1% 45 $5K
Quaker Wealth Management, LLC 0.00% Add +162.5% 42 $5K
Clean Yield Group 0.00% No change 42 $5K
Principia Wealth Advisory, LLC 0.00% Add +11.1% 40 $5K
Carolina Wealth Advisors, LLC 0.00% No change 40 $5K
DecisionPoint Financial, LLC 0.00% Add +178.6% 39 $5K
O'Domhnaill Enterprises, Inc. 0.00% — 38 $4K
HighMark Wealth Management LLC 0.00% No change 37 $4K
IFC & Insurance Marketing, Inc. 0.00% — 36 $4K
Consultiva Wealth Management, Corp. 0.01% No change 34 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -96.7% 32 $4K
Networth Advisors, LLC 0.00% — 31 $4K
Team Financial Group, LLC 0.00% Add +3.3% 31 $4K
JDM Financial Group LLC 0.00% New 30 $4K
Inlight Wealth Management, LLC 0.00% No change 30 $4K
Clayton Financial Group LLC 0.00% New 26 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -53.6% 26 $3K
Harvest Fund Management Co., Ltd 0.00% No change 23 $3K
Winnacle Wealth LLC 0.00% No change 25 $3K
Minot DeBlois Advisors LLC 0.00% No change 25 $3K
Fairway Wealth LLC 0.00% New 25 $3K
Rialto Wealth Management, LLC 0.00% Reduce -11.1% 24 $3K
1015 Capital Partners, LLC 0.00% — 22 $3K
Strengthening Families & Communities, LLC 0.00% Add +38.5% 18 $2K
Curio Wealth, LLC 0.00% New 17 $2K
Osbon Capital Management LLC 0.00% — 16 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +6.7% 16 $2K
Merited Wealth, LLC 0.00% — 15 $2K
Valued Wealth Advisors LLC 0.00% Add +20.0% 12 $1K
Strive Financial Group ,LLC 0.00% — 10 $1K
Picton Mahoney Asset Management 0.00% No change 10 $1K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 7 $820
Atlas Capital Advisors Inc. 0.00% — 7 $820
Quattro Advisors LLC 0.00% — 6 $712
Y.D. More Investments Ltd 0.00% Add +80.7% 1,841 $676
Atlantic Private Wealth, LLC 0.00% New 5 $591
HFM Investment Advisors, LLC 0.00% Reduce -28.6% 5 $587
Arcadia Investment Management Corp. 0.00% New 1 $118
ROSS\JOHNSON & Associates LLC 0.00% New 1 $117

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