Duke EnergyDUK

13F holders, Q1 2026 (March 31)
2,483holders +84
197new positions
103sold out
9famous investors
$130.94avg. 13F price*

At the end of Q1 2026, 2,483 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 84 from Q4 2025. 197 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($9.1B), Vanguard Capital Management LLC ($6.6B) and State Street Corp. ($5.8B). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions197$368.9M
Exits103$174.5M

All 13F filers, Q4 2025 → Q1 2026: 27,331,256 shares bought and 22,655,271 shares sold, net +4,675,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,483 holders

BlackRock, Inc. 0.16% Add +0.6% 69,323,870 $9.1B
Vanguard Capital Management LLC 0.16% — 50,526,603 $6.6B
State Street Corp. 0.20% Add +1.3% 44,532,642 $5.8B
Geode Capital Management, LLC 0.16% Add +3.9% 20,047,801 $2.6B
Vanguard Portfolio Management LLC 0.14% — 20,078,558 $2.6B
Massachusetts Financial Services Co. 0.64% Reduce -10.3% 14,391,296 $1.9B
Morgan Stanley 0.10% Add +2.8% 12,679,831 $1.7B
FMR LLC 0.07% Reduce -9.7% 10,752,153 $1.4B
Franklin Resources Inc. 0.34% Add +25.9% 10,370,071 $1.4B
Bank of America Corp. 0.09% Add +6.9% 9,348,566 $1.2B
Charles Schwab Investment Management Inc. 0.18% Add +1.9% 9,104,608 $1.2B
Royal Bank of Canada 0.20% Reduce -3.8% 7,893,389 $1.0B
GQG Partners LLC 1.62% Reduce -18.2% 7,802,463 $1.0B
Northern Trust Corp. 0.13% Add +0.2% 7,362,197 $964.0M
Wellington Management Group LLP 0.16% Reduce -47.5% 6,617,155 $866.5M
Nuveen, LLC 0.23% Add +8.2% 6,437,513 $842.9M
Legal & General Group Plc 0.19% Reduce -0.1% 6,174,653 $808.5M
Goldman Sachs Group Inc. 0.09% Add +26.0% 5,361,692 $702.1M
Bank of New York Mellon Corp 0.12% Reduce -0.8% 4,910,491 $643.0M
Invesco Ltd. 0.06% Add +3.6% 4,830,084 $632.5M
Raymond James Financial Inc. 0.19% Reduce -6.7% 4,786,720 $627.6M
Capital Research Global Investors 0.09% Reduce -11.0% 4,485,760 $587.4M
Vanguard Fiduciary Trust Co. 0.14% — 4,377,116 $573.1M
JPMorgan Chase & Co. 0.04% Add +17.3% 4,036,727 $531.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -0.9% 3,983,128 $521.6M
Wells Fargo & Company 0.10% Add +3.4% 3,886,189 $508.9M
Federated Hermes, Inc. 0.81% Add +5.1% 3,817,183 $499.8M
State Farm Mutual Automobile Insurance Co. 0.37% No change 3,569,308 $467.4M
American Century Companies Inc. 0.22% Add +5.6% 3,291,616 $431.0M
UBS Group AG 0.06% Reduce -16.2% 2,747,466 $359.8M
Capital Wealth Planning, LLC 1.98% Add +2.3% 2,740,814 $358.9M
Janus Henderson Group PLC 0.17% Add +5254.4% 2,735,816 $358.2M
Mackenzie Financial Corp. 0.42% Add +3.6% 2,697,624 $353.2M
Mitsubishi UFJ Trust & Banking Corp 0.86% Add +5.3% 2,663,985 $348.8M
Barclays PLC 0.12% Add +26.9% 2,635,465 $345.1M
Envestnet Asset Management Inc. 0.09% Add +4.3% 2,621,662 $343.3M
Citadel Advisors 0.24% Add +15.2% 2,498,977 $327.2M
LPL Financial LLC 0.09% Add +5.0% 2,481,110 $324.9M
Swiss National Bank 0.17% Add +7.1% 2,282,341 $298.8M
Dimensional Fund Advisors LP 0.06% Add +2.9% 2,092,284 $274.0M
National Pension Service 0.21% Add +1.4% 2,087,169 $273.3M
Amundi 0.07% Reduce -26.9% 1,945,496 $254.7M
Cullen Capital Management, LLC 2.58% Add +0.8% 1,921,458 $251.6M
California Public Employees Retirement System 0.15% Reduce -8.9% 1,884,247 $246.7M
Voya Investment Management LLC 0.29% Add +37.4% 1,840,222 $240.6M
Deutsche Bank AG 0.08% Reduce -12.1% 1,799,308 $235.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +6.9% 1,767,941 $231.5M
Vanguard Global Advisers, LLC 0.12% — 1,761,945 $230.7M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -6.3% 1,758,086 $230.2M
Cohen & Steers, Inc. 0.37% Reduce -5.6% 1,614,973 $211.5M
Jones Financial Companies LLLP 0.10% Add +65.3% 1,610,470 $209.4M
Caisse de depot et placement du Quebec 0.33% Reduce -21.1% 1,584,716 $207.5M
Bank of Montreal 0.08% Add +1.1% 1,497,734 $196.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.16% — 1,459,784 $191.1M
HSBC Holdings PLC 0.11% Reduce -13.9% 1,436,896 $188.1M
Ensign Peak Advisors, Inc 0.35% Reduce -15.9% 1,430,050 $187.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.92% Reduce -5.5% 1,380,385 $180.7M
Russell Investments Group, Ltd. 0.19% Reduce -1.8% 1,367,256 $179.0M
Empower Advisory Group, LLC 0.46% Add +4.9% 1,358,766 $177.9M
Canada Pension Plan Investment Board 0.11% Add +36.8% 1,346,043 $176.3M
T. Rowe Price Associates Inc. 0.02% Reduce -1.7% 1,339,289 $175.4M
Thrivent Financial for Lutherans 0.34% Add +1.6% 1,337,999 $175.2M
Rhumbline Advisers 0.14% Add +0.1% 1,273,273 $166.7M
BNP Paribas Financial Markets 0.11% Add +92.1% 1,252,046 $163.9M
OMERS ADMINISTRATION Corp 1.02% Add +0.7% 1,215,832 $159.2M
Bessemer Group Inc. 0.25% Add +1.5% 1,200,569 $157.2M
Focus Partners Wealth 0.17% Add +12.3% 1,147,807 $150.3M
Mariner, LLC 0.17% Reduce -3.1% 1,123,879 $147.2M
Sarasin & Partners LLP 1.78% New 1,112,513 $145.7M
Energy Income Partners, LLC 2.19% Reduce -6.5% 1,038,588 $136.0M
Principal Financial Group Inc. 0.07% Reduce -1.7% 1,028,960 $134.7M
Ameriprise Financial Inc. 0.03% Add +4.8% 975,656 $127.8M
Natixis Advisors, LLC 0.17% Add +9.4% 960,771 $125.8M
Citigroup Inc. 0.08% Reduce -2.3% 933,761 $122.3M
California State Teachers Retirement System 0.13% Reduce -3.1% 901,695 $118.1M
Duff & Phelps Investment Management Co. 1.22% Add +0.0% 896,997 $117.5M
Assenagon Asset Management S.A. 0.19% Add +183.6% 894,066 $117.1M
Marshall Wace, LLP 0.13% Add +20528.2% 892,169 $116.8M
Manufacturers Life Insurance Company, The 0.10% Reduce -3.9% 870,441 $114.0M
Great Lakes Advisors, LLC 0.93% Add +3.3% 855,608 $112.0M
Nomura Asset Management International Inc. 0.18% Reduce -2.0% 817,358 $107.0M
Stifel Financial Corp. 0.10% Reduce -0.6% 808,403 $105.9M
Cincinnati Insurance Co. 1.57% No change 794,816 $104.1M
Victory Capital Management Inc. 0.07% Add +35.2% 780,485 $102.2M
ANTIPODES PARTNERS Ltd 1.96% Add +0.8% 777,530 $101.8M
First Trust Advisors LP 0.07% Reduce -26.9% 768,677 $100.7M
Alliancebernstein L.P. 0.03% Add +0.7% 858,074 $100.6M
HighTower Advisors, LLC 0.11% Reduce -3.2% 760,236 $99.5M
Vanguard Investments Australia, Ltd. 0.29% — 755,734 $99.0M
New York State Common Retirement Fund 0.14% Add +0.5% 748,776 $98.0M
Clark Capital Management Group, Inc. 0.60% Add +1.1% 743,226 $97.3M
FIL Ltd 0.07% Add +15.2% 731,702 $95.8M
Fifth Third Bancorp 0.17% Add +51.5% 725,882 $95.0M
Truist Financial Corp. 0.13% Reduce -0.2% 720,319 $94.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.69% Add +38.8% 713,205 $93.4M
Jane Street Group, LLC 0.10% Add +1313.4% 711,767 $93.2M
Baird Financial Group, Inc. 0.14% Add +14.6% 706,338 $92.5M
Cetera Investment Advisers 0.10% Add +4.3% 689,224 $90.2M
PNC Financial Services Group, Inc. 0.05% Add +2.7% 687,731 $90.1M
State Board of Administration of Florida Retirement System 0.16% Reduce -2.7% 671,630 $87.9M
Two Sigma Investments, LP 0.08% Add +386.7% 669,148 $87.6M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +158.2% 662,844 $86.8M
New York State Teachers Retirement System 0.17% Add +6.5% 649,924 $85.1M
Schroder Investment Management Group 0.07% Reduce -10.5% 636,800 $83.9M
Treasurer of the State of North Carolina 0.26% Add +6.0% 626,213 $82.0M
Advisors Capital Management, LLC 0.93% Add +5.3% 602,263 $78.9M
Quantinno Capital Management LP 0.13% Add +65.3% 592,879 $77.6M
Sei Investments Co. 0.07% Add +4.6% 579,205 $75.8M
Osaic Holdings, Inc. 0.11% Add +28.9% 571,832 $74.8M
Korea Investment CORP 0.15% Reduce -17.3% 567,547 $74.3M
Bartlett & Co. Wealth Management LLC 0.94% Reduce -2.2% 579,699 $73.9M
AQR Capital Management 0.03% Reduce -32.0% 563,353 $73.7M
Milford Funds Ltd. 1.52% Reduce -33.8% 553,293 $72.4M
Commonwealth Equity Services, LLC 0.10% Reduce -3.8% 532,024 $69.7M
Macquarie Group Ltd. 0.41% Reduce -1.7% 528,355 $69.2M
Nordea Investment Management AB 0.06% Add +0.2% 509,002 $66.2M
Bank Julius Baer & Co. Ltd, Zurich 0.20% Reduce -0.8% 501,859 $65.8M
SG Americas Securities, LLC 0.07% Reduce -41.0% 495,934 $64.9M
APG Asset Management N.V. 0.21% Reduce -2.4% 570,956 $64.9M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -20.4% 584,863 $64.8M
Gotham Asset Management 0.20% Reduce -12.0% 493,731 $64.6M
Captrust Financial Advisors 0.11% Add +6.0% 490,302 $64.2M
Fort Washington Investment Advisors Inc. 0.35% Add +4.3% 489,935 $64.2M
CANADA LIFE ASSURANCE Co 0.11% Add +2.1% 481,046 $63.2M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Add +112.7% 460,063 $60.2M
Pictet Asset Management Holding SA 0.06% Reduce -4.9% 446,823 $58.5M
Creative Planning 0.04% Add +20.7% 443,982 $58.1M
Cerity Partners LLC 0.08% Add +21.6% 440,326 $57.7M
Zimmer Partners, LP 1.46% Reduce -31.9% 437,929 $57.3M
Prudential Financial Inc. 0.07% Add +2.2% 433,397 $56.7M
State of Wisconsin Investment Board 0.13% Add +3.3% 427,442 $56.0M
Vaughan David Investments LLC 1.18% Add +0.9% 424,799 $55.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +12.8% 422,053 $55.3M
Aberdeen Group plc 0.09% Reduce -7.3% 413,010 $54.1M
Allspring Global Investments Holdings, LLC 0.09% Reduce -1.0% 407,080 $53.3M
Keybank National Association 0.19% Add +3.7% 406,142 $53.2M
Magellan Asset Management Ltd 0.68% Add +19.7% 402,505 $52.7M
Exchange Traded Concepts, LLC 0.40% Add +11.1% 399,585 $52.3M
National Bank of Canada 0.05% Add +8.3% 394,908 $51.7M
Investment Management Corp of Ontario 0.66% Add +427.5% 392,800 $51.4M
CIBC Asset Management Inc 0.12% Add +1.8% 387,544 $50.7M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -2.8% 386,816 $50.6M
MML Investors Services, LLC 0.14% Reduce -11.3% 383,697 $50.2M
Old Republic International Corp. 1.99% No change 383,196 $50.2M
Edgar Lomax Co. 3.51% Add +35.6% 375,886 $49.2M
Epoch Investment Partners, Inc. 0.30% Reduce -6.7% 374,011 $49.0M
M&T Bank Corp 0.16% Add +2.5% 373,022 $48.8M
TD Asset Management Inc 0.04% Add +3.0% 371,527 $48.6M
Asset Management One Co., Ltd. 0.14% Reduce -1.4% 370,540 $48.5M
Cambridge Investment Research Advisors, Inc. 0.12% Add +4.0% 359,563 $47.1M
Stephens Inc. 0.57% Add +12.5% 345,684 $45.3M
US Bancorp \de 0.05% Reduce -0.4% 345,167 $45.2M
CIBC Bancorp USA Inc. 0.06% — 341,523 $44.7M
Yaupon Capital Management LP 2.18% Reduce -23.9% 337,728 $44.2M
Guggenheim Capital LLC 0.35% Reduce -2.3% 335,876 $44.0M
Commerce Bank 0.21% Add +42.6% 331,827 $43.4M
Crawford Investment Counsel Inc. 0.74% Add +1.8% 328,910 $43.1M
Public Employees Retirement System of Ohio 0.14% Add +0.5% 325,823 $42.7M
Van Eck Associates Corp. 0.03% Add +3.9% 321,954 $42.2M
Resona Asset Management Co.,Ltd. 0.21% Add +1.6% 317,710 $41.6M
Gabelli Funds LLC 0.28% Reduce -0.1% 313,650 $41.1M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -1.1% 300,006 $39.3M
Nomura Asset Management Co. Ltd. 0.10% Add +2.4% 299,165 $39.2M
Corient Private Wealth LP 0.06% Reduce -11.7% 296,553 $38.7M
Teacher Retirement System of Texas 0.16% Add +38.1% 292,328 $38.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +11.5% 285,943 $37.2M
Swiss Life Asset Management Ltd 0.18% Add +143.7% 188,486 $36.7M
Vestcor Inc 1.01% Add +51.7% 279,762 $36.6M
State of Tennessee, Department of Treasury 0.12% No change 270,654 $35.4M
Rockefeller Capital Management L.P. 0.06% Add +16.0% 270,288 $35.4M
State of New Jersey Common Pension Fund D 0.13% Reduce -0.2% 267,177 $35.0M
Heritage Wealth Advisors 1.32% Reduce -20.4% 257,736 $33.7M
Squarepoint Ops LLC 0.07% Add +834.3% 255,284 $33.4M
Jennison Associates LLC 0.02% Reduce -2.1% 254,901 $33.4M
D.A. Davidson & Co. 0.20% Add +1.6% 254,101 $33.3M
Intech Investment Management LLC 0.33% Add +2.6% 253,939 $33.3M
Huntington National Bank 0.24% Add +3.8% 246,576 $32.3M
Toronto Dominion Bank 0.06% Reduce -11.2% 245,741 $32.2M
Neuberger Berman Group LLC 0.02% Reduce -21.1% 245,420 $32.2M
Pinnacle Financial Partners, Inc. 0.25% Add +12.8% 245,387 $32.1M
FUKOKU MUTUAL LIFE INSURANCE Co 2.09% Reduce -0.2% 243,944 $31.9M
Illinois Municipal Retirement Fund 0.40% Reduce -18.4% 239,990 $31.4M
Acadian Asset Management LLC 0.04% Add +176.3% 238,383 $31.2M
DAVENPORT & Co LLC 0.17% Add +3.0% 232,880 $30.5M
Lockheed Martin Investment Management Co. 1.12% Reduce -39.3% 232,670 $30.5M
Liberty One Investment Management, LLC 3.13% Add +13.2% 232,015 $30.4M
Adage Capital Partners Gp, L.L.C. 0.05% New 230,113 $30.1M
Worldquant Millennium Advisors LLC 0.12% Reduce -7.7% 229,238 $30.0M
Mercer Global Advisors Inc. 0.04% Add +4.1% 225,404 $29.5M
IFM Investors Pty Ltd 0.25% Add +19.8% 224,461 $29.4M
NewEdge Advisors, LLC 0.11% Add +0.1% 223,319 $29.2M
Public Sector Pension Investment Board 0.09% Add +11.7% 221,194 $29.0M
CSM Advisors, LLC 0.70% Reduce -1.3% 218,853 $28.7M
Susquehanna International Group, LLP 0.04% Reduce -39.7% 214,790 $28.1M
Aptus Capital Advisors, LLC 0.24% Reduce -0.9% 214,516 $28.1M
Sanctuary Advisors, LLC 0.15% Add +0.8% 213,324 $27.9M
Arizona State Retirement System 0.16% Reduce -2.8% 213,065 $27.9M
&partners 0.14% Add +7.2% 215,728 $27.9M
DekaBank Deutsche Girozentrale 0.05% No change 208,291 $27.7M
Czech National Bank 0.18% Add +3.3% 211,793 $27.7M
Hancock Whitney Corp. 0.48% Reduce -0.9% 211,379 $27.7M
Envestnet Portfolio Solutions, Inc. 0.15% Add +42.4% 210,438 $27.6M
Cwm, LLC 0.07% Reduce -2.3% 209,645 $27.5M
CapWealth Advisors, LLC 2.47% Reduce -0.4% 209,080 $27.4M
Kestra Advisory Services, LLC 0.10% Add +13.7% 205,462 $26.9M
Godsey & Gibb, Inc. 2.32% Add +0.3% 203,839 $26.7M
State of Michigan Retirement System 0.14% Reduce -0.3% 203,136 $26.6M
O'shaughnessy Asset Management, LLC 0.13% Add +9.1% 202,051 $26.5M
Daiwa Securities Group Inc. 0.08% Add +0.2% 201,462 $26.4M
Steward Partners Investment Advisory, LLC 0.13% Add +2.8% 199,431 $26.1M
Arbejdsmarkedets Tillaegspension 0.65% Reduce -1.4% 198,906 $26.0M
Eurizon Capital SGR S.p.A. 0.08% Add +16.8% 198,357 $26.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +18.7% 195,845 $25.6M
Stack Financial Management, Inc 1.83% Add +1.0% 190,154 $24.9M
Payden & Rygel 1.93% No change 189,690 $24.8M
Ossiam 0.44% Add +9059.8% 189,517 $24.8M
Hudson Bay Capital Management LP 0.17% Add +38.1% 188,498 $24.7M
First Citizens Bank & Trust Co. 0.51% Add +87.4% 183,947 $24.1M
Allworth Financial LP 0.10% Add +1.8% 182,673 $23.9M
MetLife Investment Management, LLC 0.12% Reduce -2.5% 181,710 $23.8M
Bollard Group LLC 0.71% Reduce -5.0% 177,644 $23.3M
UMB Bank, n.a. 0.32% Reduce -2.6% 176,924 $23.2M
Calamos Advisors LLC 0.12% Add +2.9% 176,619 $23.1M
Wesbanco Bank Inc. 0.63% Reduce -1.9% 173,489 $22.7M
Royal London Asset Management Ltd. 0.05% No change 171,565 $22.5M
Oppenheimer Asset Management Inc. 0.25% Add +0.5% 170,388 $22.3M
Bokf, NA 0.34% Reduce -1.9% 168,469 $22.1M
Aventail Capital Group, LP 1.06% Add +63.9% 167,929 $22.0M
QRG Capital Management, Inc. 0.23% Add +10.7% 167,059 $21.9M
STRS Ohio 0.09% Reduce -21.4% 166,020 $21.7M
Retirement Systems of Alabama 0.07% Reduce -0.2% 165,144 $21.6M
Wealthfront Advisers LLC 0.05% Add +5.6% 162,446 $21.3M
Willis Investment Counsel 1.15% No change 160,282 $21.0M
Woodmont Investment Counsel LLC 1.28% Add +1.8% 158,167 $20.7M
Clarity Financial LLC 2.25% Reduce -17.5% 157,710 $20.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +17.7% 156,019 $20.4M
Laurel Wealth Advisors LLC 2.01% Add +6.8% 163,709 $20.3M
Orion Porfolio Solutions, LLC 0.17% Reduce -5.8% 153,564 $20.1M
Woodline Partners LP 0.08% Add +14.8% 152,319 $19.9M
XTX Topco Ltd 0.34% New 150,199 $19.7M
Canal Insurance CO 4.22% No change 150,166 $19.7M
Amalgamated Bank 0.15% Add +3.3% 148,784 $19.5M
ARS Wealth Advisors Group, LLC 1.64% Add +1.3% 148,064 $19.4M
iA Global Asset Management Inc. 0.27% Add +45.0% 147,797 $19.4M
Bruce & Co., Inc. 5.46% Reduce -6.4% 145,816 $19.1M
Robeco Institutional Asset Management B.V. 0.03% Reduce -51.6% 144,545 $18.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.8% 143,033 $18.7M
Xponance LLC 0.13% Add +14.8% 141,630 $18.5M
Assetmark, Inc. 0.04% Add +14.4% 141,471 $18.5M
Vanguard Personalized Indexing Management, LLC 0.17% Add +10.2% 136,075 $17.8M
Colonial Trust Advisors 1.37% Reduce -1.5% 135,013 $17.7M
Fayez Sarofim & Co 0.05% Reduce -1.7% 134,864 $17.7M
TIAA Wealth Investment Management LLC 0.13% — 134,504 $17.6M
Midwest Trust Co 0.22% Reduce -1.7% 132,749 $17.4M
CWA Asset Management Group, LLC 0.59% Reduce -2.3% 130,986 $17.2M
Daiichi Life Insurance Co., Ltd. 0.49% Reduce -7.0% 129,880 $17.0M
USS Investment Management Ltd 0.07% Add +3.8% 128,951 $16.9M
Silvercrest Asset Management Group LLC 0.12% Reduce -33.3% 127,571 $16.7M
Cadinha & Co. LLC 3.09% Add +0.5% 126,849 $16.6M
Utah Retirement Systems 0.17% Reduce -1.5% 126,484 $16.6M
Randolph Co Inc 1.58% Add +1.7% 126,039 $16.5M
Beck Mack & Oliver LLC 0.34% Add +0.0% 125,105 $16.4M
Guardian Partners Inc. 1.36% Reduce -0.8% 124,370 $16.3M
Ilmarinen Mutual Pension Insurance Co 0.13% No change 124,500 $16.3M
South Dakota Investment Council 0.31% Reduce -0.6% 124,207 $16.3M
United Capital Management of KS, Inc. 2.46% Add +6.0% 123,781 $16.2M
Cibc World Market Inc. 0.03% Add +535.2% 123,276 $16.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +318.8% 122,304 $16.0M
Oak Grove Capital LLC 2.70% Add +0.3% 120,150 $15.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Reduce -5.8% 120,105 $15.7M
Police & Firemen's Retirement System of New Jersey 0.13% Add +0.8% 119,816 $15.7M
Independent Advisor Alliance 0.17% Reduce -14.1% 118,277 $15.5M
Stonebridge Capital Advisors LLC 1.08% Add +0.0% 117,785 $15.4M
ProShare Advisors LLC 0.02% Reduce -19.5% 117,650 $15.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +1.6% 117,366 $15.4M
Rakuten Investment Management, Inc. 0.03% Add +12.8% 115,413 $15.2M
Brookstone Capital Management 0.17% Reduce -2.4% 115,140 $15.1M
Bcwm, LLC 4.26% Add +2.5% 114,875 $15.0M
Bank of Nova Scotia 0.03% Reduce -15.4% 114,229 $15.0M
Capital Fund Management S.A. 0.13% Reduce -22.8% 112,706 $14.8M
United Asset Strategies, Inc. 1.16% Add +2.0% 111,535 $14.6M
NEOS Investment Management LLC 0.07% Add +4.5% 111,138 $14.6M
Martingale Asset Management L P 0.36% Reduce -22.1% 110,275 $14.4M
Waverly Advisors, LLC 0.11% Add +4.1% 109,980 $14.4M
New York Life Investment Management LLC 0.12% Add +1.3% 108,065 $14.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -22.3% 107,179 $14.0M
CCM Investment Advisers LLC 1.33% Add +2.4% 106,157 $13.9M
Bogart Wealth, LLC 0.53% Add +4.0% 105,762 $13.8M
Cantor Fitzgerald Investment Advisors L.P. 1.02% Reduce -1.2% 105,616 $13.8M
Pathstone Holdings, LLC 0.05% Reduce -2.8% 102,355 $13.4M
Lowe Brockenbrough & Co. Inc. 0.66% Add +2.1% 101,658 $13.3M
Yousif Capital Management, LLC 0.16% Reduce -2.7% 101,209 $13.3M
Jefferies Financial Group Inc. 0.17% Reduce -3.7% 101,031 $13.2M
Nissay Asset Management Corp. /Japan 0.07% Add +1.4% 99,722 $13.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.0% 99,144 $13.0M
HFR Wealth Management, LLC 3.14% New 97,721 $12.8M
Vinva Investment Management Ltd 0.16% Add +9.3% 96,784 $12.7M
SageGuard Financial Group, LLC 1.97% Add +0.2% 97,073 $12.7M
Oak Harvest Investment Services 1.33% Add +3.9% 96,970 $12.7M
Azimuth Capital Investment Management LLC 0.47% Reduce -17.4% 95,971 $12.6M
NorthCrest Asset Manangement, LLC 0.39% Reduce -44.3% 94,804 $12.5M
Millennium Management 0.01% Add +94.3% 95,149 $12.5M
Hennessy Advisors Inc. 0.45% Reduce -2.0% 94,887 $12.4M
Biondo Investment Advisors, LLC 1.59% Add +0.9% 94,412 $12.4M
First Horizon Corp. 0.51% Add +49.4% 93,643 $12.3M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Add +92.4% 92,861 $12.2M
Blair William & Co. 0.03% Add +0.4% 92,529 $12.1M
J.W. Cole Advisors, Inc. 0.41% Reduce -0.6% 92,002 $12.0M
Oppenheimer & Co. Inc. 0.14% Reduce -36.2% 89,220 $11.7M
Tectonic Advisors LLC 0.62% Add +4.4% 89,195 $11.7M
Oregon Public Employees Retirement Fund 0.15% Add +0.1% 89,120 $11.7M
Tower Bridge Advisors 1.11% Add +12.9% 88,104 $11.5M
Private Advisor Group, LLC 0.05% Reduce -1.6% 88,099 $11.5M
Shelton Capital Management 0.25% Add +152.6% 87,830 $11.5M
Alley Investment Management Company, LLC 1.39% Reduce -0.3% 87,144 $11.4M
Qsemble Capital Management, LP 0.86% New 86,443 $11.3M
L & S Advisors Inc 1.42% New 85,899 $11.2M
Sterling Capital Management LLC 0.21% Add +125.8% 85,875 $11.2M
Capital Investment Advisory Services, LLC 0.81% Add +3.6% 85,140 $11.1M
Cyndeo Wealth Partners, LLC 0.58% Add +35.1% 83,978 $11.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% New 83,650 $11.0M
Metis Global Partners, LLC 0.27% Reduce -1.6% 82,942 $10.9M
Anchor Investment Management, LLC 0.91% Add +0.2% 82,941 $10.9M
HB Wealth Management, LLC 0.07% Reduce -0.8% 82,846 $10.8M
Intact Investment Management Inc. 0.31% No change 82,800 $10.8M
Mutual of America Capital Management LLC 0.12% Reduce -0.9% 82,699 $10.8M
Romano Brothers and Company 1.22% Add +1.6% 82,122 $10.8M
Harbour Investments, Inc. 0.17% Add +38.9% 82,049 $10.7M
Tompkins Financial Corp. 0.85% Reduce -1.7% 81,794 $10.7M
Advisors Management Group Inc. 1.93% Add +3.3% 80,861 $10.6M
Benjamin Edwards Inc. 0.10% Add +0.8% 80,566 $10.5M
Bell Bank 0.44% Add +2.8% 79,698 $10.4M
State of Alaska, Department of Revenue 0.11% Add +1.8% 78,667 $10.3M
Advocate Group LLC 1.57% Add +1.9% 76,528 $10.0M
Florida Trust Wealth Management Co 0.28% Reduce -0.9% 76,018 $10.0M
Advisory Services Network, LLC 0.13% Add +54.1% 75,979 $9.9M
Strategic Wealth Investment Group, LLC 1.26% Add +1.7% 75,849 $9.9M
Linscomb Wealth, Inc. 0.44% Reduce -18.0% 75,532 $9.9M
Visionary Wealth Advisors 0.43% Add +5.1% 75,042 $9.8M
Commerzbank Aktiengesellschaft 0.20% Add +6.9% 73,930 $9.7M
Glenmede Trust Co. NA 0.05% Reduce -9.7% 73,132 $9.6M
Camden National Bank 1.29% Add +0.1% 72,926 $9.5M
Beacon Pointe Advisors, LLC 0.05% Add +83.9% 72,561 $9.5M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.6% 72,456 $9.5M
Union Bancaire Privee, UBP SA 0.13% Add +75.2% 67,106 $9.5M
Allstate Corp. 0.10% Add +22.1% 72,154 $9.4M
Prime Capital Investment Advisors, LLC 0.11% Add +104.2% 71,001 $9.3M
Kingsview Wealth Management, LLC 0.13% Add +13.1% 70,463 $9.2M
KBC Group NV 0.02% No change 70,369 $9.2M
Concurrent Investment Advisors, LLC 0.10% Add +9.9% 68,916 $9.0M
Strategic Advisors LLC 1.47% Reduce -0.1% 67,741 $8.9M
Greenland Capital Management LP 2.03% Add +49.3% 67,739 $8.9M
Savant Capital, LLC 0.04% Add +9.0% 67,301 $8.8M
New Age Alpha Advisors, LLC 0.41% Reduce -7.4% 67,121 $8.8M
New England Asset Management Inc. 1.15% No change 66,435 $8.7M
Cincinnati Casualty Co. 4.53% No change 66,300 $8.7M
Agf Management Ltd. 0.04% Reduce -2.9% 66,036 $8.6M
Capital Investment Advisors, LLC 0.12% Add +1.4% 65,063 $8.5M
Vident Advisory, LLC 0.07% Add +104.0% 64,965 $8.5M
Thompson Siegel & Walmsley LLC 0.15% Add +0.3% 64,869 $8.5M
Mediolanum International Funds Ltd 0.09% Reduce -5.7% 63,852 $8.4M
Northside Capital Management, LLC 0.73% Reduce -6.3% 63,856 $8.4M
Windward Capital Management Co. 0.68% Add +0.4% 63,572 $8.3M
Arkadios Wealth Advisors 0.14% Add +53.8% 63,447 $8.3M
GLOBALT Investments LLC / GA 0.29% Reduce -3.8% 63,024 $8.3M
Canada Post Corp Registered Pension Plan 0.33% Add +1.0% 62,973 $8.2M
Rafferty Asset Management, LLC 0.03% Reduce -26.5% 62,937 $8.2M
Argent Trust Co 0.28% Add +12.3% 62,918 $8.2M
Whitener Capital Management, Inc. 1.86% Add +17.0% 62,160 $8.1M
KMG Fiduciary Partners, LLC 0.60% Add +0.1% 62,124 $8.1M
Welch & Forbes LLC 0.10% Reduce -2.0% 61,947 $8.1M
Lido Advisors, LLC 0.03% Add +8.8% 61,891 $8.1M
UniSuper Management Pty Ltd 0.05% Reduce -2.0% 61,861 $8.1M
Washington Trust Bank 0.60% Reduce -8.8% 61,857 $8.1M
Farther Finance Advisors, LLC 0.08% Add +14.2% 61,488 $8.0M
Greystone Financial Group, LLC 2.27% Reduce -39.0% 61,347 $8.0M
Merit Financial Group, LLC 0.06% Add +12.9% 60,826 $8.0M
Beacon Investment Advisory Services, Inc. 0.33% Add +2.2% 60,675 $7.9M
Teachers Retirement System of the State of Kentucky 0.06% No change 60,633 $7.9M
Clough Capital Partners L P 0.77% Add +13.4% 60,522 $7.9M
Founders Financial Alliance, LLC 1.42% Add +3.2% 60,115 $7.9M
Gulf International Bank (UK) Ltd 0.18% Add +54.0% 60,079 $7.9M
Reliant Investment Partners, LLC 6.49% Reduce -4.2% 59,848 $7.8M
Horizon Investments, LLC 0.09% Reduce -6.0% 59,803 $7.8M
Patten & Patten Inc. 0.47% Add +2.7% 59,748 $7.8M
Smith Salley Wealth Management 0.39% Add +4.6% 59,401 $7.8M
Loomis Sayles & Co. L P 0.01% Reduce -26.2% 59,373 $7.8M
First PREMIER Bank 1.78% Reduce -2.6% 58,996 $7.7M
Pathway Financial Advisers, LLC 2.17% Add +1.9% 58,462 $7.7M
United Capital Financial Advisors, LLC 0.05% Add +5.0% 58,371 $7.6M
Colonial Trust Co / SC 1.04% Add +1.6% 58,241 $7.6M
Money Concepts Capital Corp. 0.42% Add +4.1% 57,987 $7.6M
Parsons Capital Management Inc. 0.35% Add +586.1% 57,825 $7.6M
Red Door Wealth Management, LLC 0.79% Add +1.6% 57,694 $7.6M
Prospera Financial Services Inc 0.12% Add +0.7% 57,658 $7.6M
Estabrook Capital Management 1.10% Reduce -0.2% 57,433 $7.5M
Rwa Wealth Partners, LLC 0.08% Reduce -3.5% 56,904 $7.5M
Atria Investments, Inc 0.08% Reduce -6.2% 56,745 $7.4M
Canal Capital Management, LLC 1.00% Add +2688.4% 56,520 $7.4M
Principal Securities, Inc. 0.11% Add +2.8% 56,461 $7.4M
Meyer Handelman Co. 0.23% Reduce -11.9% 55,830 $7.3M
Calydon Capital 1.19% Add +2.3% 55,752 $7.3M
Hudson Edge Investment Partners Inc. 1.07% Reduce -12.0% 55,737 $7.3M
Farmers & Merchants Investments Inc. 0.20% Add +0.6% 55,535 $7.3M
Brown Advisory Inc. 0.01% Add +0.8% 55,284 $7.2M
University of Texas/Texas Am Investment Management Co. 1.05% Add +169.6% 54,903 $7.2M
Vontobel Holding Ltd. 0.02% Reduce -7.9% 54,799 $7.2M
Sequoia Financial Advisors, LLC 0.04% Add +14.2% 54,765 $7.2M
Ellsworth Advisors, LLC 1.35% Add +5.4% 54,740 $7.2M
Csenge Advisory Group 0.33% Add +0.9% 54,626 $7.2M
BCM Advisors, LLC 1.41% Add +0.0% 56,095 $7.1M
Dynamic Advisor Solutions LLC 0.22% Add +77.5% 54,446 $7.1M
Caprock Group, LLC 0.17% Add +12.6% 54,158 $7.1M
Jamison Private Wealth Management, Inc. 0.88% Add +2.5% 53,538 $7.0M
Tidal Investments LLC 0.02% Add +103.8% 53,096 $7.0M
Geneos Wealth Management Inc. 0.16% Add +4.4% 52,884 $6.9M
ProVise Management Group, LLC 0.50% Add +0.1% 52,740 $6.9M
Moors & Cabot, Inc. 0.29% Add +6.4% 52,610 $6.9M
Coldstream Capital Management Inc. 0.09% Reduce -4.3% 52,408 $6.9M
Stratos Wealth Partners, LTD. 0.08% Reduce -3.7% 52,309 $6.8M
Capital & Planning, LLC 4.14% New 52,141 $6.8M
Schaper Benz & Wise Investment Counsel Inc. 0.52% Add +4.9% 51,841 $6.8M
Empowered Funds, LLC 0.04% Add +20.0% 51,520 $6.7M
Choreo, LLC 0.08% Add +2.1% 51,512 $6.7M
Prudential PLC 0.05% No change 51,477 $6.7M
TD Private Client Wealth LLC 0.14% Reduce -0.7% 51,235 $6.7M
Constitution Capital LLC 3.32% Add +35.5% 50,713 $6.6M
Edgestream Partners, L.P. 0.22% Reduce -32.8% 50,316 $6.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.23% Add +41.4% 50,270 $6.6M
Nisa Investment Advisors, LLC 0.02% Add +13.4% 50,175 $6.6M
Family Legacy, Inc. 1.97% Reduce -0.1% 50,079 $6.6M
Benedict Financial Advisors Inc. 1.35% Add +0.6% 49,577 $6.5M
Credit Agricole S A 0.02% Reduce -68.0% 49,513 $6.5M
Fairview Capital Investment Management, LLC 0.35% New 49,193 $6.4M
Dean Investment Associates, LLC 0.90% Reduce -6.0% 49,072 $6.4M
Advisors Asset Management, Inc. 0.11% Add +4.8% 49,008 $6.4M
Providence Capital Advisors, LLC 1.05% Add +0.7% 48,923 $6.4M
NewSquare Capital LLC 0.56% Reduce -0.3% 48,905 $6.4M
Apollon Wealth Management, LLC 0.10% Add +9.3% 48,647 $6.4M
Pacer Advisors, Inc. 0.02% Reduce -31.3% 48,598 $6.4M
Schnieders Capital Management, Llc. 1.02% Add +14.9% 48,582 $6.4M
Philadelphia Trust Co. 0.45% Add +3.8% 48,523 $6.4M
Nomura Holdings Inc. 0.05% New 48,489 $6.3M
Sone Capital Management, LLC 0.53% Add +55.6% 48,438 $6.3M
Sciencast Management LP 0.81% Reduce -3.2% 48,421 $6.3M
Quadcap Wealth Management, LLC 0.72% Reduce -0.3% 48,323 $6.3M
Legacy Financial Independent Advisors LLC 3.29% — 48,292 $6.3M
Eliot Finkel Investment Counsel, LLC 3.39% Reduce -0.1% 47,609 $6.2M
Punch & Associates Investment Management, Inc. 0.36% Reduce -0.1% 47,597 $6.2M
Richard C. Young & CO., LTD. 0.51% Add +3.0% 47,405 $6.2M
Capital Investment Counsel, LLC 0.84% New 47,089 $6.2M
Mizuho Securities USA LLC 0.15% Reduce -17.0% 47,013 $6.2M
Crossmark Global Holdings, Inc. 0.09% Reduce -4.5% 46,858 $6.1M
Chicago Partners Investment Group LLC 0.14% Add +4.9% 48,749 $6.1M
Clearstead Advisors, LLC 0.06% Add +2.7% 46,616 $6.1M
Regal Investment Advisors LLC 0.35% Add +2.5% 46,557 $6.1M
CENTRAL TRUST Co 0.12% Add +1.6% 46,284 $6.1M
Tocqueville Asset Management L.P. 0.09% Add +0.8% 46,035 $6.0M
Strategic Planning Group, LLC 0.84% Reduce -25.7% 45,807 $6.0M
SVB Wealth LLC 0.40% Add +73.9% 45,796 $6.0M
Boston Research & Management Inc. 1.42% Add +0.7% 45,712 $6.0M
Rice Partnership, LLC 0.81% Add +9.4% 45,386 $5.9M
SevenBridge Financial Group, LLC 0.92% Add +3.6% 47,049 $5.9M
Virtu Financial LLC 0.24% Add +892.7% 44,832 $5.9M
Stablepoint Partners, LLC 0.87% Add +9.1% 44,826 $5.9M
Daymark Wealth Partners, LLC 0.18% Reduce -2.6% 44,704 $5.9M
Strategy Asset Managers LLC 0.96% Add +0.1% 44,623 $5.8M
Fideuram Asset Management (Ireland) dac 0.74% Add +350.6% 48,798 $5.8M
SouthState Bank Corp 0.27% Reduce -2.6% 44,375 $5.8M
Hartford Investment Management Co. 0.18% Reduce -1.5% 44,298 $5.8M
Sky Investment Group LLC 1.02% Add +0.3% 44,263 $5.8M
Spirepoint Private Client, LLC 0.55% Add +2360.0% 43,788 $5.7M
Vest Financial, LLC 0.07% Add +11.6% 43,614 $5.7M
True Freedom Investing, LLC 0.44% New 43,603 $5.7M
Jackson Hole Capital Partners, LLC 0.94% Reduce -0.1% 43,527 $5.7M
one8zero8, LLC 1.27% Add +0.0% 43,441 $5.7M
Equitable Holdings, Inc. 0.04% Add +18.7% 46,958 $5.7M
Occidental Asset Management, LLC 0.67% Add +3.7% 43,166 $5.7M
Zions Bancorporation, National Association 0.36% Reduce -14.7% 42,879 $5.6M
Global Wealth Management Investment Advisory, Inc. 0.88% Add +2.9% 42,820 $5.6M
Level Four Advisory Services, LLC 0.18% Add +2.6% 42,628 $5.6M
Covington Investment Advisors Inc. 0.81% Reduce -8.5% 42,340 $5.5M
Tufton Capital Management 1.01% Reduce -0.8% 42,285 $5.5M
IFP Advisors, Inc 0.11% Reduce -6.2% 42,158 $5.5M
World Investment Advisors 0.09% Reduce -1.6% 42,018 $5.5M
Iowa State Bank 1.01% Add +3.8% 41,858 $5.5M
Highland Capital Management, LLC 0.29% Reduce -0.3% 41,757 $5.5M
Nixon Peabody Trust Co. 0.43% Add +2.1% 41,665 $5.5M
River Road Asset Management, LLC 0.06% Reduce -8.9% 41,568 $5.4M
Principle Wealth Partners LLC 0.31% Reduce -0.4% 41,455 $5.4M
Wasatch Advisors LP 0.04% No change 41,375 $5.4M
MAI Capital Management 0.03% Reduce -0.2% 40,976 $5.4M
AE Wealth Management LLC 0.03% Reduce -18.3% 40,966 $5.4M
Physicians Financial Services, Inc. 1.46% Add +16.2% 40,736 $5.3M
Cary Street Partners Financial LLC 0.13% Add +6.1% 40,452 $5.3M
Morgan Dempsey Capital Management LLC 2.41% Reduce -3.0% 40,337 $5.3M
Banque Cantonale Vaudoise 0.20% Add +5.6% 40,308 $5.3M
Hennion & Walsh Asset Management, Inc. 0.18% Add +10.5% 40,276 $5.3M
Aull & Monroe Investment Management Corp 2.44% Add +1.3% 40,059 $5.2M
Holderness Investments Co. 1.05% Add +1.1% 39,960 $5.2M
KKM Financial LLC 0.93% No change 44,627 $5.2M
Virginia Wealth Management Group, Inc. 2.80% Add +0.9% 39,889 $5.2M
OneDigital Investment Advisors LLC 0.05% Reduce -10.9% 39,768 $5.2M
Eventide Asset Management, LLC 0.09% Reduce -15.6% 39,512 $5.2M
Pegasus Asset Management, Inc. 1.66% Add +2.2% 39,693 $5.2M
Sigma Planning Corp 0.14% Add +4.1% 39,660 $5.2M
Louisiana State Employees Retirement System 0.09% Reduce -0.3% 39,600 $5.2M
Atlantic Union Bankshares Corp 0.10% Add +0.3% 39,563 $5.2M
Johnson Investment Counsel Inc. 0.04% Reduce -14.0% 39,538 $5.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -12.7% 39,535 $5.2M
Mgo One Seven LLC 0.10% Add +2.6% 39,446 $5.2M
Maryland State Retirement & Pension System 0.10% Add +2.0% 39,403 $5.2M
Fifth Third Wealth Advisors LLC 0.17% Add +94.1% 39,385 $5.2M
FAS Wealth Partners, Inc. 0.32% Add +3.5% 39,278 $5.1M
Seven Springs Wealth Group, LLC 1.21% Add +5.2% 39,200 $5.1M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +0.4% 38,954 $5.1M
Turtle Creek Wealth Advisors, LLC 0.38% Add +0.3% 38,790 $5.1M
Cincinnati Financial Corp. 0.10% No change 38,784 $5.1M
Royal Fund Management, LLC 0.49% Add +16.1% 38,684 $5.1M
RNC Capital Management LLC 0.22% Add +24.8% 38,554 $5.0M
Moneco Advisors, LLC 0.39% Reduce -0.3% 38,418 $5.0M
Vise Technologies, Inc. 0.10% No change 42,863 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Add +19.0% 38,176 $5.0M
Blue Sparrow, LLC 0.09% New 37,992 $5.0M
Morton Community Bank 1.08% Add +0.3% 37,882 $5.0M
Vertrix Wealth Management, LLC 1.81% — 37,444 $4.9M
Peapack Gladstone Financial Corp. 0.06% Reduce -7.5% 37,426 $4.9M
Townsend Asset Management Corp. /NC/ 1.76% Add +9.0% 37,272 $4.9M
Sargent Investment Group, LLC 0.64% Add +9.9% 37,011 $4.8M
Bragg Financial Advisors, Inc 0.15% Reduce -0.7% 36,760 $4.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 36,716 $4.8M
Rothschild Investment LLC 0.25% Add +6.5% 36,646 $4.8M
Abn Amro Investment Solutions 0.06% Add +13.9% 36,469 $4.8M
First Bank & Trust 0.76% Reduce -2.0% 36,237 $4.7M
Pure Financial Advisors, LLC 0.07% Add +6.8% 36,208 $4.7M
Leavell Investment Management, Inc. 0.19% Add +1.0% 36,158 $4.7M
Simmons Bank 0.32% Add +7.5% 36,141 $4.7M
Qube Research & Technologies Ltd 0.01% Reduce -73.6% 36,071 $4.7M
Trust Co. of Toledo NA 0.45% Reduce -0.2% 36,045 $4.7M
New Mexico Educational Retirement Board 0.14% No change 35,960 $4.7M
Beacon Financial Group 0.47% Reduce -4.7% 35,880 $4.7M
AlphaStar Capital Management, LLC 0.35% Reduce -19.8% 35,811 $4.7M
LGT Fund Management Co Ltd. 0.20% Reduce -10.0% 35,775 $4.7M
Orange Investment Advisors, Inc. 0.60% Reduce -13.4% 35,603 $4.7M
Sagespring Wealth Partners, LLC 0.09% Add +2.4% 35,594 $4.7M
Trilogy Capital Inc. 0.21% Add +2.0% 35,297 $4.6M
Lazard Asset Management LLC 0.01% Reduce -26.8% 35,070 $4.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.23% New 35,000 $4.6M
GWN Securities Inc. 0.88% Reduce -3.7% 34,970 $4.6M
Norinchukin Bank, The 0.05% Reduce -0.2% 34,858 $4.6M
Marco Investment Management LLC 0.34% Reduce -0.2% 34,815 $4.6M
Farmers National Bank 1.00% Add +2.3% 34,789 $4.6M
FourThought Financial Partners, LLC 0.39% Add +3.7% 34,695 $4.5M
Plimoth Trust Co. LLC 1.01% Add +1.0% 34,567 $4.5M
Kingswood Wealth Advisors, LLC 0.21% Add +1.1% 34,522 $4.5M
Blue Trust, Inc. 0.05% Reduce -6.2% 34,265 $4.5M
Farringdon Capital, Ltd. 0.98% Add +403.4% 34,223 $4.5M
Regions Financial Corp. 0.03% Reduce -3.8% 34,080 $4.5M
Cypress Capital Group 0.50% Add +6.3% 33,899 $4.4M
Davidson Capital Management Inc. 0.80% Add +42670.9% 33,789 $4.4M
Woodard & Co. Asset Management Group Inc. 0.71% Add +1.0% 33,760 $4.4M
Panagora Asset Management Inc. 0.02% No change 33,574 $4.4M
Caldwell Trust Co 0.39% Add +0.2% 33,420 $4.4M
Snowden Capital Advisors LLC 0.12% Add +15.3% 33,402 $4.4M
Asset One Wealth Management LLC 0.48% Add +7.8% 34,683 $4.4M
Stock Yards Bank & Trust Co. 0.13% Add +2.2% 33,047 $4.3M
Texas Yale Capital Corp. 0.12% Add +1.5% 32,936 $4.3M
Bahl & Gaynor LLC 0.02% Add +2.1% 32,774 $4.3M
American Assets Investment Management, LLC 0.29% No change 32,666 $4.3M
Sowell Financial Services LLC 0.16% Reduce -2.9% 32,599 $4.3M
Integrated Wealth Concepts LLC 0.03% Add +145.4% 32,457 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +12.9% 32,360 $4.2M
Hamel Associates, Inc. 1.20% Add +20.4% 32,085 $4.2M
Axxcess Wealth Management, LLC 0.13% Reduce -10.3% 31,913 $4.2M
MUFG Securities EMEA plc 0.06% No change 31,890 $4.2M
Northcape Wealth Management, LLC 1.14% Add +97.8% 31,881 $4.2M
Summit Trail Advisors, LLC 0.06% Add +33.7% 31,877 $4.2M
Fiduciary Alliance LLC 0.25% Add +11.8% 32,311 $4.1M
Salem Investment Counselors Inc. 0.12% Add +0.4% 31,386 $4.1M
Andra AP-fonden 0.05% New 31,300 $4.1M
Te Ahumairangi Investment Management Ltd 0.68% Add +8.9% 31,209 $4.1M
Glenview Trust Co 0.06% Add +4.0% 31,016 $4.1M
KCM Capital Inc 0.76% New 31,000 $4.1M
Guardian Capital LP 0.11% Add +8.4% 30,966 $4.1M
PFG Investments, LLC 0.19% Add +1.8% 30,859 $4.0M
Carson Advisory Inc. 2.09% Reduce -0.4% 30,791 $4.0M
Lynch & Associates 0.76% Add +0.1% 30,766 $4.0M
Kentucky Retirement Systems 0.29% Add +19.3% 58,288 $4.0M
Cullinan Associates Inc. 0.33% Add +3.5% 30,688 $4.0M
Argyle Capital Management, LLC 1.31% Reduce -1.1% 30,684 $4.0M
Townsend & Associates, Inc 0.35% Add +0.1% 32,072 $4.0M
Empire Financial Management Company, LLC 0.91% Add +3.5% 30,653 $4.0M
Foundations Investment Advisors, LLC 0.05% Add +19.0% 30,571 $4.0M
Old North State Trust, LLC 2.37% Reduce -0.6% 30,541 $4.0M
Praxis Investment Management Inc. 0.24% Reduce -0.1% 30,409 $4.0M
TrinityBridge Ltd 0.11% Reduce -1.2% 30,346 $4.0M
Empirical Finance, LLC 0.19% Reduce -0.1% 30,253 $4.0M
Cohen Capital Management, Inc. 0.61% No change 30,133 $3.9M
Coastal Bridge Advisors, LLC 0.28% Reduce -0.6% 30,055 $3.9M
Bleakley Financial Group, LLC 0.06% Add +1.4% 30,030 $3.9M
Banque Pictet & Cie SA 0.05% No change 30,000 $3.9M
Asio Capital, LLC 0.55% Add +1.9% 29,935 $3.9M
AMG National Trust Bank 0.08% Add +35.9% 29,846 $3.9M
Slocum, Gordon & Co LLP 2.66% Reduce -1.0% 29,825 $3.9M
Montag A & Associates Inc. 0.18% Add +8.3% 29,779 $3.9M
Pinnacle Associates Ltd. 0.05% Reduce -3.3% 29,736 $3.9M
Brown Brothers Harriman & Co. 0.02% Add +30.3% 29,656 $3.9M
Old North State Wealth Management, LLC 1.80% Add +3.2% 29,624 $3.9M
Fox Hill Wealth Management 1.86% Add +1.6% 29,563 $3.9M
Spectrum Asset Management, Inc. (NB/CA) 1.23% Add +0.0% 29,518 $3.9M
NorthCoast Asset Management LLC 0.09% Reduce -8.8% 29,494 $3.9M
CGN Advisors LLC 0.30% Add +2.7% 29,217 $3.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +14.5% 29,087 $3.8M
M Holdings Securities, Inc. 0.26% Reduce -1.2% 29,637 $3.8M
Triangle Securities Wealth Management 0.86% Reduce -0.5% 28,987 $3.8M
EP Wealth Advisors, LLC 0.02% Reduce -11.1% 28,787 $3.8M
Los Angeles Capital Management LLC 0.01% Reduce -89.8% 28,773 $3.8M
1832 Asset Management L.P. 0.01% Reduce -33.2% 28,716 $3.8M
Saudi Central Bank 0.08% New 28,704 $3.8M
Leo Wealth, LLC 0.27% Add +10.8% 28,694 $3.8M
Tower Research Capital LLC (TRC) 0.10% Add +59.6% 28,499 $3.7M
Modera Wealth Management, LLC 0.04% Add +0.9% 28,472 $3.7M
Shepherd Financial Partners LLC 0.35% Reduce -1.7% 28,272 $3.7M
Convergence Financial, LLC 0.39% Add +95.2% 28,248 $3.7M
Avidian Wealth Enterprises, LLC 0.12% Add +313.6% 28,041 $3.7M
Sheets Smith Wealth Management 0.41% Add +0.1% 28,041 $3.7M
Retirement Planning Group, LLC 0.11% Reduce -4.4% 27,536 $3.6M
Griffith & Werner, Inc. 1.78% Add +5.3% 27,456 $3.6M
Ascent Group, LLC 0.12% Reduce -0.1% 27,446 $3.6M
Equitable Trust Co. 0.17% Add +12.5% 27,431 $3.6M
Apollon Financial, LLC 0.49% Add +2.5% 27,014 $3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -5.7% 26,952 $3.5M
Morningstar Investment Management LLC 0.22% Add +21.1% 26,772 $3.5M
Stiles Financial Services Inc 1.06% Add +4.4% 26,554 $3.5M
Profund Advisors LLC 0.13% Reduce -31.3% 26,530 $3.5M
Marshall Investment Management, LLC 1.66% Add +7.5% 26,428 $3.5M
Synergy Asset Management, LLC 0.37% Reduce -36.1% 26,362 $3.5M
Wilmington Savings Fund Society, FSB 0.08% Add +2.0% 26,105 $3.4M
Trustmark Bank Trust Department 0.22% Reduce -12.9% 26,073 $3.4M
Chemung Canal Trust Co. 0.69% Reduce -1.7% 26,071 $3.4M
Axq Capital, LP 0.44% Add +130.5% 26,038 $3.4M
Moran Wealth Management, LLC 0.10% Add +7.7% 26,013 $3.4M
Emerald Investment Advisers, LLC 0.31% — 25,929 $3.4M
Naples Global Advisors, LLC 0.25% Add +3.4% 25,873 $3.4M
Franklin Street Advisors Inc. 0.21% Add +0.1% 25,846 $3.4M
Tradewinds, LLC. 1.09% Add +2.1% 26,305 $3.4M
Smartleaf Asset Management LLC 0.12% Add +4.7% 25,543 $3.4M
TD Waterhouse Canada Inc. 0.01% Add +48.0% 26,799 $3.4M
Wealth Group, Ltd. 3.12% Add +7.7% 25,569 $3.3M
Hall Capital Management Co. Inc. 1.20% Add +9.9% 25,816 $3.3M
Meridian Wealth Management, LLC 0.12% Add +58.0% 25,348 $3.3M
Rowlandmiller & Partners.adv 0.67% Reduce -2.1% 25,248 $3.3M
Aspire Private Capital, LLC 0.74% Add +0.1% 25,071 $3.3M
RMR Wealth Builders 0.26% Add +14.3% 24,984 $3.3M
WealthShield Partners, LLC 0.36% Reduce -2.1% 24,969 $3.3M
Verdence Capital Advisors LLC 0.19% Add +8.5% 24,912 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.1% 24,883 $3.3M
Fulton Bank, N.A. 0.11% Reduce -2.8% 24,417 $3.2M
Mill Capital Management, LLC 0.24% Reduce -6.4% 24,327 $3.2M
Counterweight Ventures, LLC 1.78% Reduce -2.7% 24,203 $3.2M
Creative Financial Designs Inc. 0.19% Add +1.3% 24,124 $3.2M
Evercore Wealth Management, LLC 0.05% Reduce -2.0% 24,084 $3.2M
Twin Capital Management Inc. 0.40% Reduce -23.3% 23,966 $3.1M
GAMMA Investing LLC 0.15% Add +16.6% 23,856 $3.1M
WCG Wealth Advisors LLC 0.09% Add +4.7% 23,767 $3.1M
Brooklyn Investment Group 0.10% Add +34.7% 23,664 $3.1M
Segall Bryant & Hamill, LLC 0.04% No change 23,583 $3.1M
GAM Holding AG 0.27% Reduce -40.6% 23,517 $3.1M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -1.9% 23,449 $3.1M
Spirit of America Management Corp. 0.60% Add +6.1% 23,400 $3.1M
Ontario Teachers Pension Plan Board 0.09% New 23,303 $3.1M
Live Oak Private Wealth LLC 0.42% Reduce -3.8% 23,269 $3.0M
HUB Investment Partners, LLC 0.07% Add +31.5% 23,220 $3.0M
Home Federal Bank of Tennessee 0.76% Reduce -0.7% 23,177 $3.0M
Wealthcare Advisory Partners LLC 0.06% Add +0.7% 22,960 $3.0M
American National Bank & Trust 0.28% Reduce -1.5% 22,758 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.2% 22,591 $3.0M
Bank & Trust Co 1.99% Reduce -0.9% 22,569 $3.0M
North Dakota State Investment Board 0.13% Reduce -15.5% 22,537 $3.0M
Ranch Capital Advisors Inc. 1.08% Add +7.7% 22,530 $3.0M
Brick & Kyle, Associates 0.97% Reduce -12.1% 22,495 $2.9M
Adalta Capital Management LLC 1.41% Add +1.1% 22,475 $2.9M
apricus wealth, LLC 1.42% Reduce -0.6% 22,236 $2.9M
Mutual Advisors, LLC 0.06% Add +6.9% 22,209 $2.9M
Siemens Fonds Invest GmbH 0.17% Add +0.2% 22,168 $2.9M
Hardin Capital Partners, LLC 1.34% Add +4.4% 22,072 $2.9M
Kentucky Trust Co 1.51% Reduce -0.6% 22,058 $2.9M
Delta Financial Advisors LLC 0.75% Add +7.4% 22,052 $2.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.34% New 22,029 $2.9M
Signaturefd, LLC 0.04% Add +7.2% 22,025 $2.9M
Resources Management Corp. /CT/ 0.38% Reduce -1.0% 21,998 $2.9M
Greenwood Capital Associates LLC 0.32% Reduce -21.0% 21,965 $2.9M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -0.2% 21,780 $2.9M
BLB&B Advisors, LLC 0.12% Add +1.6% 21,779 $2.9M
Shoker Investment Counsel, Inc. 0.84% Reduce -13.6% 21,572 $2.8M
Mufg Securities Americas Inc. 0.18% Add +2.7% 21,518 $2.8M
Miller Howard Investments Inc. 0.08% Add +8.3% 21,445 $2.8M
Compound Planning, Inc. 0.09% Add +6.9% 21,420 $2.8M
Birmingham Capital Management Co. Inc. 1.18% No change 21,413 $2.8M
Pinebridge Investments LLC 0.02% Reduce -60.6% 21,288 $2.8M
Summit Financial, LLC 0.04% Add +14.9% 21,204 $2.8M
Cornerstone Wealth Group, LLC 0.18% Reduce -3.1% 22,083 $2.8M
Platform Technology Partners 0.54% Add +3.4% 21,186 $2.8M
Plan Group Financial, LLC 0.65% Add +12.1% 21,147 $2.8M
OmniStar Financial Group, Inc. 1.43% Add +98.1% 21,136 $2.8M
Pursuit Wealth Strategies, LLC 3.84% Reduce -0.2% 21,101 $2.8M
Jefferson Bridge Capital, LLC 2.74% No change 21,090 $2.8M
Mfa Wealth Advisors, LLC 0.54% Add +9.6% 21,057 $2.8M
Securian Asset Management, Inc. 0.11% Reduce -0.5% 21,046 $2.8M
Vectors Research Management, LLC 0.80% Reduce -0.2% 20,959 $2.7M
Dover Advisors, LLC 1.13% Reduce -2.0% 20,910 $2.7M
Ieq Capital, LLC 0.01% Add +6.9% 20,871 $2.7M
Ti-Trust, Inc. 1.62% No change 20,837 $2.7M
Community Bank & Trust, Waco, Texas 0.54% Add +4.9% 20,833 $2.7M
Lineweaver Wealth Advisors, LLC 0.37% Add +3.4% 20,798 $2.7M
Certified Advisory Corp 0.24% Add +1.4% 20,731 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.18% No change 20,474 $2.7M
Entropy Technologies, LP 0.12% New 20,373 $2.7M
Hohimer Wealth Management, LLC 0.33% New 20,366 $2.7M
Greenleaf Trust 0.03% Reduce -2.2% 20,277 $2.7M
Lee Danner & Bass Inc. 0.17% Reduce -1.3% 20,204 $2.6M
Rodgers Brothers Inc. 0.30% Add +11.8% 19,978 $2.6M
Cannon Wealth Management Services, LLC 1.76% Add +1.4% 19,877 $2.6M
Meeder Advisory Services, Inc. 0.11% Add +13.3% 19,554 $2.6M
Valeo Financial Advisors, LLC 0.06% Reduce -2.6% 19,528 $2.6M
Measured Risk Portfolios, Inc. 2.81% Add +3.4% 19,453 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +4.3% 19,428 $2.5M
Ascentis Independent Advisors 0.19% Add +45.2% 19,415 $2.5M
Advanced Asset Management Advisors Inc 0.70% No change 19,349 $2.5M
Donaldson Capital Management, LLC 0.08% Add +11.3% 19,315 $2.5M
Wedbush Securities Inc. 0.07% Reduce -4.9% 19,309 $2.5M
IHT Wealth Management, LLC 0.06% Add +11.3% 19,294 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +109.6% 19,276 $2.5M
Berkeley Capital Partners, LLC 0.58% Add +7.4% 19,238 $2.5M
Private Trust Co. NA 0.22% Add +0.1% 19,154 $2.5M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -2.3% 19,154 $2.5M
RDA Financial Network 0.63% Add +8.5% 19,116 $2.5M
Davis Investment Partners, LLC 0.88% Add +0.1% 19,067 $2.5M
Advisory Alpha, LLC 0.07% Add +17.3% 19,042 $2.5M
Wealthspire Advisors, LLC 0.02% Reduce -28.6% 18,980 $2.5M
Dougherty & Associates, LLC 2.28% Add +1.4% 18,951 $2.5M
StoneX Group Inc. 0.13% Reduce -22.8% 18,896 $2.5M
Capital Investment Counsel, Inc 0.30% Add +29.4% 18,863 $2.5M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -0.3% 18,862 $2.5M
Nicholas Hoffman & Company, LLC. 0.06% Add +0.1% 18,860 $2.5M
Cornerstone Planning, LLC 0.56% Add +32.9% 18,770 $2.5M
Callan Family Office, LLC 0.06% Reduce -4.1% 18,768 $2.5M
Westpac Banking Corp. 0.17% Reduce -0.2% 18,717 $2.5M
Westwood Holdings Group Inc. 0.02% Reduce -1.5% 18,709 $2.4M
Wealth Alliance, LLC 0.24% Reduce -0.6% 18,707 $2.4M
Perigon Wealth Management, LLC 0.04% Add +21.4% 18,612 $2.4M
Wagner Wealth Management, LLC 0.49% Add +6.1% 18,462 $2.4M
Stratos Investment Management, LLC 0.10% Add +0.5% 18,451 $2.4M
Argent Advisors, Inc. 0.66% Reduce -1.0% 18,434 $2.4M
Ledgewood Wealth Advisors, LLC 1.36% No change 18,404 $2.4M
Wolff Wiese Magana LLC 1.32% Add +1.0% 18,327 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Add +5.2% 18,317 $2.4M
Marino, Stram & Associates LLC 0.43% Add +0.2% 18,084 $2.4M
Engineers Gate Manager LP 0.03% New 18,035 $2.4M
SWS Partners 0.58% Add +4.1% 18,018 $2.4M
Holocene Advisors, LP 0.01% New 17,975 $2.4M
Strategic Blueprint, LLC 0.14% Add +2.3% 17,876 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -9.1% 17,788 $2.3M
Bison Wealth, LLC 0.23% Add +2.2% 18,756 $2.3M
Canandaigua National Corp. 0.21% — 17,710 $2.3M
Parr McKnight Wealth Management Group, LLC 0.30% Reduce -10.4% 17,647 $2.3M
Stamos Capital Partners, L.P. 0.36% Reduce -11.6% 17,644 $2.3M
Compagnie Lombard Odier SCmA 0.03% Reduce -6.7% 17,500 $2.3M
Elevation Point Wealth Partners, LLC 0.05% Add +130.7% 17,465 $2.3M
Pine Valley Investments Ltd Liability Co 0.11% Add +549.0% 17,361 $2.3M
Lanark Financial, Inc. 0.17% Add +8.3% 17,175 $2.2M
Norden Group LLC 0.22% Reduce -1.7% 17,153 $2.2M
Clear Trail Advisors, LLC 0.37% Add +1.9% 17,094 $2.2M
Courier Capital LLC 0.13% Reduce -0.6% 17,085 $2.2M
London Co. of Virginia 0.01% No change 16,961 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.65% Reduce -2.0% 16,943 $2.2M
Precedent Wealth Partners, LLC 0.44% Add +5.0% 16,923 $2.2M
Alaethes Wealth, LLC 0.63% Add +0.6% 16,802 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 16,791 $2.2M
Ipswich Investment Management Co., Inc. 0.52% Reduce -0.8% 16,750 $2.2M
Ritholtz Wealth Management 0.04% Add +7.2% 16,698 $2.2M
D. E. Shaw & Co. 0.00% Add +38.7% 16,598 $2.2M
Smith, Moore & Co. 0.16% Reduce -3.7% 16,528 $2.2M
Cordgrass Capital Advisors, LLC 0.51% Add +1.7% 16,515 $2.2M
Cornerstone Wealth Management, LLC 0.11% Add +3.3% 16,505 $2.2M
Graves Light Lenhart Wealth, Inc. 0.22% Reduce -1.5% 16,385 $2.1M
Orleans Capital Management Corp. 1.44% Add +0.4% 16,299 $2.1M
Symphony Financial, Ltd. Co. 0.28% Add +3.9% 16,423 $2.1M
Keeler Thomas Management LLC 0.90% Reduce -4.4% 16,291 $2.1M
Wedmont Private Capital 0.07% Add +5.1% 16,204 $2.1M
Mitchell McLeod Pugh & Williams Inc. 0.31% Add +0.0% 16,246 $2.1M
Heritage Wealth Management, Inc. 1.05% Reduce -2.8% 16,208 $2.1M
Curi Capital, LLC 0.04% Add +6.3% 16,159 $2.1M
Marks Group Wealth Management, Inc 0.20% Reduce -1.7% 16,124 $2.1M
Trust Co of the South 0.34% Add +4.5% 16,093 $2.1M
Essex Financial Services, Inc. 0.12% Reduce -1.9% 16,081 $2.1M
Bradley Foster & Sargent Inc. 0.03% Add +0.2% 16,064 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.3% 16,042 $2.1M
Garton & Associates Financial Advisors LLC 1.72% Reduce -16.4% 16,020 $2.1M
Inspire Trust Co, N.A. 0.32% Reduce -15.8% 16,000 $2.1M
Patrick Mauro Investment Advisor, INC. 1.05% Add +16.4% 15,984 $2.1M
Ballast, Inc. 0.48% Add +1.0% 15,948 $2.1M
Alchemi Wealth, LLC 1.16% Add +2.1% 15,937 $2.1M
MidFirst Bank 0.17% Reduce -9.2% 15,833 $2.1M
Cresset Asset Management, LLC 0.01% Add +7.2% 15,713 $2.1M
Cornerstone Capital, Inc. 0.20% No change 15,584 $2.0M
Advisor OS, LLC 0.15% Reduce -6.1% 15,566 $2.0M
Victrix Investment Advisors 0.74% Add +8.8% 15,520 $2.0M
AlphaCore Capital LLC 0.05% Reduce -23.3% 15,448 $2.0M
Successful Portfolios LLC 1.11% Reduce -0.1% 15,407 $2.0M
Quadrant Capital Group LLC 0.06% Reduce -42.8% 15,411 $2.0M
Kovack Advisors, Inc. 0.11% Add +73.9% 15,410 $2.0M
First National Trust Co 0.07% Reduce -0.1% 15,374 $2.0M
Jeppson Wealth Management, LLC 0.63% Reduce -1.9% 15,319 $2.0M
Center for Wealth Management Advisory 1.44% Add +1.0% 15,291 $2.0M
InTrack Investment Management Inc 1.14% Add +0.1% 15,288 $2.0M
RKL Wealth Management LLC 0.18% Add +3.9% 15,259 $2.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% New 15,219 $2.0M
Signal Advisors Wealth, LLC 0.14% Add +390.8% 15,186 $2.0M
Integrated Advisors Network LLC 0.10% Add +2.8% 15,181 $2.0M
Gibson Wealth Advisors LLC 1.32% No change 15,000 $2.0M
Hanson & Doremus Investment Management 0.23% Add +17.9% 14,995 $2.0M
Rahlfs Capital, LLC 1.44% No change 14,986 $2.0M
Mission Wealth Management, LP 0.04% Reduce -3.4% 14,965 $2.0M
City Holding Co. 0.24% Reduce -3.3% 14,908 $2.0M
Grandview Asset Management LLC 0.57% Add +0.4% 14,870 $1.9M
United Community Bank 0.65% Reduce -1.6% 14,870 $1.9M
Parcion Private Wealth LLC 0.12% Add +0.4% 14,844 $1.9M
Savvy Advisors, Inc. 0.05% Add +26.1% 14,766 $1.9M
Modern Wealth Management, LLC 0.03% Add +7.0% 14,764 $1.9M
VestGen Advisors, LLC 0.05% Add +20.4% 15,290 $1.9M
Bull Street Advisors, LLC 0.95% Reduce -0.5% 14,598 $1.9M
Confluence Wealth Services, Inc. 0.07% Add +2.1% 14,564 $1.9M
Scotia Capital Inc. 0.01% Add +26.3% 14,562 $1.9M
Pettyjohn, Wood & White, Inc. 0.30% Reduce -1.1% 14,547 $1.9M
CI Investments Inc. 0.01% Add +3.1% 14,520 $1.9M
Man Group plc 0.00% Reduce -95.9% 14,501 $1.9M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +12.4% 14,500 $1.9M
Private Wealth Partners, LLC 0.15% Add +0.1% 14,491 $1.9M
Blueshift Asset Management, LLC 0.57% New 14,467 $1.9M
Biltmore Family Office, LLC 0.26% Reduce -0.3% 14,429 $1.9M
Voleon Capital Management LP 0.04% New 14,415 $1.9M
Concord Wealth Partners 0.24% Add +14.7% 14,413 $1.9M
WealthTrust Axiom LLC 0.46% Add +0.0% 14,400 $1.9M
Bfsg, LLC 0.18% Add +0.8% 14,317 $1.9M
ROI Financial Advisors, LLC 1.12% Add +5.1% 14,254 $1.9M
Burke & Herbert Bank & Trust Co. 0.52% No change 14,247 $1.9M
MSH Capital Advisors LLC 0.39% Add +0.8% 14,241 $1.9M
Silver Oak Securities, Incorporated 0.14% Reduce -5.9% 14,230 $1.9M
Meridian Financial Partners LLC 0.71% Reduce -0.1% 14,119 $1.9M
NTV Asset Management LLC 0.20% Add +0.0% 14,185 $1.9M
Alps Advisors Inc. 0.01% Add +7.3% 14,119 $1.8M
NFSG Corp 0.30% Add +38.4% 14,097 $1.8M
Weaver Capital Management LLC 0.40% Add +0.7% 14,069 $1.8M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -41.9% 14,000 $1.8M
Dakota Wealth Management 0.04% Add +3.2% 13,981 $1.8M
Parallax Volatility Advisers, L.P. 0.10% Reduce -28.3% 14,541 $1.8M
Hartford Funds Management Co LLC 0.16% Add +2.8% 13,902 $1.8M
Park National Corp. 0.06% Reduce -0.9% 13,845 $1.8M
Ameritas Advisory Services, LLC 0.07% Reduce -12.5% 13,765 $1.8M
LOM Asset Management Ltd 0.52% Add +0.5% 13,743 $1.8M
Gateway Wealth Partners, LLC 0.07% Add +305.9% 13,635 $1.8M
Armor Investment Advisors, LLC 0.64% Reduce -0.7% 13,633 $1.8M
Resolution Capital Ltd 0.04% Reduce -62.2% 13,598 $1.8M
Nvwm, LLC 0.40% Add +1.2% 13,596 $1.8M
Arax Advisory Partners 0.05% Reduce -34.3% 13,592 $1.8M
Vaughan Nelson Investment Management, L.P. 0.02% No change 13,525 $1.8M
JT Stratford LLC 0.23% Add +7.2% 13,497 $1.8M
Jacobi Capital Management LLC 0.10% Add +0.4% 13,372 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.9% 13,333 $1.7M
Highview Capital Management LLC 0.63% Add +5.4% 13,292 $1.7M
Raleigh Capital Management Inc. 0.60% Add +0.7% 13,291 $1.7M
Focus Financial Network, Inc. 0.06% Reduce -1.1% 13,282 $1.7M
Aviva PLC 0.00% No change 13,213 $1.7M
Tema ETFs LLC 0.12% Add +0.5% 13,180 $1.7M
Exencial Wealth Advisors, LLC 0.05% Reduce -3.6% 13,151 $1.7M
Columbia Asset Management 0.33% Add +5.7% 13,144 $1.7M
CreativeOne Wealth, LLC 0.04% Add +4.1% 13,093 $1.7M
Novare Capital Management LLC 0.14% Reduce -1.1% 13,078 $1.7M
Portside Wealth Group, LLC 0.23% Add +1.1% 13,075 $1.7M
AssuredPartners Investment Advisors, LLC 0.19% Reduce -17.0% 13,026 $1.7M
Balboa Wealth Partners 0.29% Add +21.4% 13,072 $1.7M
Banco Santander, S.A. 0.01% New 13,054 $1.7M
Ethos Financial Group, LLC 0.12% Add +0.1% 14,534 $1.7M
Qtron Investments LLC 0.23% No change 12,983 $1.7M
Concord Asset Management, LLC 0.29% Add +10.1% 12,971 $1.7M
Orca Wealth Management, LLC 1.21% Add +0.1% 12,934 $1.7M
Twin City Private Wealth, LLC 1.28% Reduce -1.4% 12,921 $1.7M
Apella Capital, LLC 0.03% Add +139.6% 13,204 $1.7M
Kennondale Capital Management LLC 1.21% No change 12,865 $1.7M
Cassia Capital Partners, LLC 0.87% Add +16.4% 12,862 $1.7M
TCW Group Inc. 0.01% Add +5.1% 12,852 $1.7M
Welch Group, LLC 0.06% Reduce -4.2% 12,807 $1.7M
Wealth Dimensions Group, Ltd. 0.33% Reduce -6.8% 12,795 $1.7M
King Luther Capital Management Corp. 0.01% Reduce -1.9% 12,756 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -13.4% 12,696 $1.7M
MTM Investment Management, LLC 0.52% Add +0.1% 12,636 $1.7M
Safe Harbor Fiduciary, LLC 1.57% Add +1.5% 12,629 $1.7M
Agp Franklin, LLC 0.82% Reduce -19.9% 12,610 $1.7M
Mechanics Bank Trust Department 0.23% Reduce -4.9% 12,602 $1.7M
Constant Guidance Financial LLC 1.14% Add +51.8% 12,600 $1.6M
Premier Fund Managers Ltd 0.12% No change 12,500 $1.6M
Allen Capital Group, LLC 0.15% Add +1.4% 12,550 $1.6M
Everhart Financial Group, Inc. 0.14% Add +5.0% 12,526 $1.6M
Bright Futures Wealth Management, LLC. 1.12% New 12,496 $1.6M
Patten Group, Inc. 0.28% Add +1.1% 12,492 $1.6M
ZWJ Investment Counsel Inc. 0.06% Add +3.5% 12,489 $1.6M
Richard Bernstein Advisors LLC 0.05% No change 12,486 $1.6M
Souders Financial Advisors 0.19% Add +1.8% 12,479 $1.6M
Parallel Advisors, LLC 0.03% Add +11.2% 12,432 $1.6M
GMO 0.00% Reduce -45.6% 12,391 $1.6M
Norway Savings Bank 0.77% Reduce -3.2% 12,381 $1.6M
Drake & Associates, LLC 0.31% Reduce -28.9% 12,373 $1.6M
Voya Financial Advisors, Inc. 0.16% Reduce -0.2% 12,450 $1.6M
Nicolet Bankshares Inc. 0.06% New 12,261 $1.6M
Diversified Trust Co. 0.03% Reduce -8.0% 12,182 $1.6M
Penobscot Investment Management Company, Inc. 0.12% Add +0.3% 12,151 $1.6M
Earnest Partners LLC 0.01% Reduce -1.3% 12,149 $1.6M
Burkett Financial Services, LLC 0.55% Add +0.8% 12,145 $1.6M
First Manhattan Co. Llc. 0.00% Reduce -8.7% 12,144 $1.6M
Pullen Investment Management, LLC 0.80% Reduce -1.2% 12,131 $1.6M
1ST Source Bank 0.08% Add +11.8% 12,103 $1.6M
Doliver Advisors, LP 0.36% Reduce -2.7% 12,097 $1.6M
Excalibur Management Corp. 0.57% Add +0.5% 12,068 $1.6M
Claro Advisors Inc. 0.19% Add +2.1% 12,046 $1.6M
Brooks, Moore & Associates, Inc. 0.79% Reduce -5.0% 11,959 $1.6M
Marble Harbor Investment Counsel, LLC 0.17% No change 11,958 $1.6M
Carnegie Investment Counsel 0.03% Reduce -0.4% 11,926 $1.6M
MBL Wealth, LLC 0.12% Reduce -0.8% 11,925 $1.6M
Keystone Financial Group 0.11% Add +6.0% 11,903 $1.6M
Alpha Omega Wealth Management LLC 0.25% Reduce -10.3% 11,891 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -87.2% 11,834 $1.5M
Mystic Asset Management, Inc. 0.36% Reduce -0.1% 11,831 $1.5M
Drucker Wealth 3.0, LLC 0.27% Reduce -5.7% 11,762 $1.5M
NovaPoint Capital, LLC 0.39% Add +8.2% 11,734 $1.5M
Heritage Investors Management Corp. 0.05% Add +51.4% 11,712 $1.5M
LVW Advisors, LLC 0.15% Reduce -35.5% 11,708 $1.5M
Townsquare Capital LLC 0.34% Add +2.8% 11,670 $1.5M
LifePlan Financial, LLC 1.13% Add +8.3% 11,646 $1.5M
Point Windward Advisors Inc. 0.77% Add +2.6% 11,640 $1.5M
O'Keefe Stevens Advisory, Inc. 0.38% Add +12.1% 11,616 $1.5M
RiverFront Investment Group, LLC 0.02% Add +41.5% 11,615 $1.5M
RFG Advisory, LLC 0.03% Reduce -20.2% 11,588 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +1.9% 11,581 $1.5M
Journey Strategic Wealth LLC 0.04% Add +16.0% 11,566 $1.5M
Haverford Trust Co 0.01% Add +15.4% 11,559 $1.5M
Bellecapital International Ltd. 0.27% Reduce -3.6% 11,553 $1.5M
Allen Wealth Management, LLC 0.76% Reduce -3.4% 11,552 $1.5M
LCNB Corp. 0.51% Add +0.3% 11,472 $1.5M
Independent Financial Group, LLC 0.03% Add +1.5% 11,419 $1.5M
EverSource Wealth Advisors, LLC 0.05% Add +27.0% 11,403 $1.5M
Widmann Financial Services, Inc. 0.89% Add +5.1% 11,398 $1.5M
Candriam S.C.A. 0.01% Add +2.1% 11,392 $1.5M
Odyssean, LLC 0.54% New 11,377 $1.5M
Trust Investment Advisors 0.87% Reduce -15.9% 11,345 $1.5M
Continuum Advisory, LLC 0.14% Reduce -7.6% 11,336 $1.5M
Chesley Taft & Associates LLC 0.06% Reduce -4.2% 11,301 $1.5M
LMG Wealth Partners, LLC 0.27% Add +0.6% 11,293 $1.5M
SBI Okasan Asset Management Co.Ltd. 0.06% No change 11,200 $1.5M
Greenfield Savings Bank 0.63% Reduce -1.1% 11,232 $1.5M
Hilltop Holdings Inc. 0.13% Reduce -57.9% 11,231 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Add +8.8% 11,210 $1.5M
Outfitters Financial LLC 1.13% Reduce -0.2% 11,190 $1.5M
Retirement Guys Formula LLC 0.67% Add +9.8% 11,161 $1.5M
Bank Ozk 0.51% Reduce -1.1% 11,036 $1.4M
Advisortrust Partners, LLC 0.60% Add +18.4% 11,013 $1.4M
Diversify Wealth Management, LLC 0.03% Add +173.3% 11,395 $1.4M
Revisor Wealth Management LLC 0.40% Reduce -0.5% 10,933 $1.4M
Kenora Financial, LLC 0.50% Add +1.1% 10,912 $1.4M
Belpointe Asset Management LLC 0.05% Add +16.1% 10,910 $1.4M
Fisher Asset Management 0.00% Add +33.7% 10,875 $1.4M
Segment Wealth Management, LLC 0.08% Reduce -4.3% 10,858 $1.4M
Frec Markets, Inc. 0.24% Add +111.1% 10,833 $1.4M
Fortress Private Ledger, LLC 0.44% Add +1.5% 10,778 $1.4M
Corundum Group, Inc. 0.47% Add +172.9% 10,767 $1.4M
Valmark Advisers, Inc. 0.02% Reduce -6.9% 10,744 $1.4M
Whalerock Point Partners, LLC 0.28% No change 10,732 $1.4M
Phillips Wealth Planners LLC 1.06% Add +0.5% 11,242 $1.4M
Cherokee Insurance Co 0.53% No change 10,700 $1.4M
Ballentine Partners, LLC 0.02% Add +5.8% 10,654 $1.4M
Eagle Global Advisors LLC 0.05% No change 10,650 $1.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.12% Reduce -2.6% 10,634 $1.4M
First County Bank 0.75% Reduce -10.4% 10,629 $1.4M
Fourpath Capital Management, LLC 0.20% Add +0.0% 10,582 $1.4M
Roxbury Financial LLC 1.25% Add +0.4% 10,577 $1.4M
Andrew Hill Investment Advisors, Inc. 1.24% Reduce -42.8% 10,560 $1.4M
Syon Capital LLC 0.07% Add +13.4% 10,554 $1.4M
Clearbridge Investments, LLC 0.00% Reduce -4.4% 10,537 $1.4M
HBK Sorce Advisory LLC 0.03% Reduce -9.6% 11,098 $1.4M
TCV Trust & Wealth Management, Inc. 0.12% Reduce -1.5% 10,524 $1.4M
Capula Management Ltd 0.01% Add +441.8% 10,505 $1.4M
Hayek Kallen Investment Management 0.45% New 10,479 $1.4M
Blueprint Investment Partners LLC 0.14% New 10,464 $1.4M
MainStreet Investment Advisors LLC 0.21% Reduce -4.6% 10,459 $1.4M
Dickmeyer Boyce Financial Management, Inc. 0.81% — 10,458 $1.4M
Bluebird Wealth Management LLC 1.40% Add +4.6% 10,453 $1.4M
Fiduciary Trust Co 0.02% Add +3.6% 10,422 $1.4M
Western Wealth Management, LLC 0.05% Add +5.4% 10,412 $1.4M
Aaron Wealth Advisors LLC 0.08% Reduce -26.8% 10,338 $1.4M
First National Bank of Omaha 0.04% Add +11.6% 10,304 $1.4M
CFS Investment Advisory Services, LLC 0.09% Add +1.1% 10,558 $1.4M
Winthrop Capital Management, LLC 0.35% Add +3.0% 10,320 $1.4M
Taylor Hoffman Capital Management LLC 0.41% Reduce -1.1% 10,259 $1.3M
Moseley Investment Management Inc. 0.43% Add +4.8% 10,219 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.40% Add +6.7% 10,200 $1.3M
GTS Securities LLC 0.05% Add +55.1% 10,071 $1.3M
Insigneo Advisory Services, LLC 0.09% Reduce -8.3% 10,050 $1.3M
RIA Advisory Group LLC 0.32% Add +9.4% 10,036 $1.3M
KCM Investment Advisors LLC 0.04% Add +1.1% 9,982 $1.3M
Gables Capital Management Inc. 0.55% Reduce -2.9% 9,954 $1.3M
Fca Corp. 0.37% Add +2.0% 9,912 $1.3M
CHICAGO TRUST Co NA 0.21% Add +0.4% 9,865 $1.3M
Mather Group, Llc. 0.01% Reduce -0.7% 9,787 $1.3M
Hexagon Capital Partners LLC 0.19% New 9,716 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +1.4% 9,705 $1.3M
BCS Private Wealth Management, Inc. 0.39% Add +5.3% 9,691 $1.3M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -13.3% 9,632 $1.3M
Harbor Investment Advisory, LLC 0.10% Add +25.9% 9,593 $1.3M
First City Capital Management, Inc. 0.67% Reduce -8.6% 9,587 $1.3M
AA Financial Advisors, LLC 0.18% Add +14.1% 9,577 $1.3M
Elm Partners Management LLC 0.05% Add +2.3% 9,463 $1.2M
Natixis 0.01% New 9,514 $1.2M
Verity Asset Management, Inc. 0.52% Add +3.1% 9,509 $1.2M
Cascades Capital Asset Management, LLC 0.53% Reduce -16.2% 9,506 $1.2M
Sculati Wealth Management, LLC 0.46% Add +4.5% 9,501 $1.2M
Larson Financial Group LLC 0.04% Add +22.4% 9,490 $1.2M
Evergreen Capital Management LLC 0.03% Add +111.8% 9,486 $1.2M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -21.1% 9,472 $1.2M
Kavar Capital Partners Group, LLC 0.15% Reduce -3.8% 9,436 $1.2M
Kellett Wealth Advisors, LLC 0.67% Reduce -1.0% 9,427 $1.2M
Pines Wealth Management, LLC 0.40% Reduce -4.3% 9,419 $1.2M
Danske Bank A/S 0.00% No change 9,387 $1.2M
Rollins Financial Advisors, LLC 0.19% Add +0.1% 9,382 $1.2M
Abacus Planning Group, Inc. 0.16% Reduce -0.3% 9,356 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +7.9% 9,311 $1.2M
Leonteq Securities AG 0.07% Add +83.3% 9,307 $1.2M
Catalyst Financial Partners LLC 0.14% Add +73.8% 9,300 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +7.9% 9,280 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +21.8% 9,275 $1.2M
Sapient Capital LLC 0.02% Add +34.2% 9,256 $1.2M
Atlas Brown,Inc. 0.36% Add +0.4% 9,232 $1.2M
PeakShares LLC 1.11% Add +7.4% 9,204 $1.2M
Peoples Financial Services Corp. 0.57% Reduce -0.7% 9,199 $1.2M
Campbell & CO Investment Adviser LLC 0.07% New 9,163 $1.2M
Keynote Financial Services LLC 0.64% Reduce -1.1% 9,154 $1.2M
Wills Financial Group LLC 0.45% Add +13.0% 9,656 $1.2M
Field & Main Bank 0.35% Reduce -0.4% 9,108 $1.2M
Dearborn Partners LLC 0.06% Add +43.9% 9,103 $1.2M
Chicago Capital, LLC 0.03% Reduce -10.2% 9,088 $1.2M
Gibbs Wealth Management 0.16% Add +8.4% 9,049 $1.2M
Formidable Asset Management, LLC 0.18% Reduce -0.0% 10,095 $1.2M
OneAscent Financial Services LLC 0.06% Add +75.4% 9,003 $1.2M
Fidelis Capital Partners, LLC 0.08% Add +0.1% 8,989 $1.2M
Summit Global Investments 0.07% Reduce -5.4% 8,965 $1.2M
Sollinda Capital Management LLC 0.28% Reduce -2.3% 8,916 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -0.2% 8,911 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +9.2% 8,865 $1.2M
Allred Capital Management, LLC 0.42% Add +0.2% 8,857 $1.2M
Strategic Investment Advisors / MI 0.08% Add +390.5% 8,838 $1.2M
Evermay Wealth Management LLC 0.13% Reduce -3.6% 8,831 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -8.9% 8,830 $1.2M
First Dallas Securities Inc. 0.43% No change 8,827 $1.2M
CoreCap Advisors, LLC 0.04% Add +40.4% 8,801 $1.2M
Ancora Advisors LLC 0.02% Reduce -2.0% 8,792 $1.2M
CX Institutional 0.04% Reduce -7.7% 8,772 $1.1M
Violich Capital Management, Inc. 0.13% No change 8,708 $1.1M
Cape Investment Advisory, Inc. 0.38% Add +5.0% 8,692 $1.1M
Horizon Financial Services, LLC 0.50% Add +0.0% 8,691 $1.1M
Nepsis Inc. 0.38% Reduce -1.6% 8,675 $1.1M
Huntleigh Advisors, Inc. 0.19% Add +6.4% 8,649 $1.1M
Sumitomo Life Insurance Co. 0.03% Add +2.8% 8,640 $1.1M
Cura Wealth Advisors, LLC 0.50% Add +0.8% 8,613 $1.1M
Rithm Capital Corp. 1.96% Add +53.6% 8,600 $1.1M
Stableford Capital II LLC 0.42% Reduce -7.5% 8,579 $1.1M
International Private Wealth Advisors LLC 0.68% Reduce -4.8% 8,530 $1.1M
Croban 0.52% Add +7.3% 8,519 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 8,515 $1.1M
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.7% 8,506 $1.1M
Intesa Sanpaolo S.p.A. 0.07% Reduce -15.0% 8,500 $1.1M
Inspire Advisors, LLC 0.09% Add +20.4% 8,499 $1.1M
Integrity Alliance, Llc. 0.04% Add +8.0% 8,452 $1.1M
Tiaa Trust, National Association 0.07% Reduce -94.9% 8,451 $1.1M
First Command Advisory Services, Inc. 0.01% Add +2.4% 8,424 $1.1M
CenterBook Partners LP 0.06% New 8,349 $1.1M
Aviance Capital Partners, LLC 0.13% No change 8,323 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +1.1% 8,300 $1.1M
Reaves W H & Co. Inc. 0.02% Add +1.4% 8,277 $1.1M
Frank, Rimerman Advisors LLC 0.07% Reduce -1.9% 8,272 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -44.4% 8,231 $1.1M
Aprio Wealth Management, LLC 0.06% Add +8.3% 8,187 $1.1M
Thrive Wealth Management, LLC 0.16% Reduce -7.6% 8,159 $1.1M
Tortuga Wealth Management, Inc 1.00% New 8,141 $1.1M
Alessandra Capital Management, LLC 0.91% Reduce -7.4% 8,139 $1.1M
Rehmann Capital Advisory Group 0.06% Reduce -0.9% 8,133 $1.1M
Harbour Trust & Investment Management Co 0.11% Reduce -1.8% 8,100 $1.1M
Foster Victor Wealth Advisors, LLC 0.06% Reduce -3.7% 8,169 $1.1M
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -1.5% 8,079 $1.1M
Albion Financial Group 0.07% Add +13.6% 8,048 $1.1M
International Assets Investment Management, LLC 0.07% Add +0.1% 8,041 $1.1M
Intrust Bank NA 0.09% Reduce -1.8% 8,026 $1.1M
Chapin Davis, Inc. 0.23% No change 8,010 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -5.5% 8,008 $1.0M
Allen Mooney & Barnes Investment Advisors LLC 0.15% Add +0.2% 7,996 $1.0M
HM Payson & Co. 0.02% Reduce -2.4% 7,991 $1.0M
Prosperity Consulting Group, LLC 0.05% Reduce -46.8% 7,985 $1.0M
JBR Co Financial Management Inc 0.44% No change 8,911 $1.0M
Wulff, Hansen & Co. 1.06% No change 7,950 $1.0M
Fiduciary Group, LLC 0.09% Reduce -2.0% 7,946 $1.0M
SCS Capital Management LLC 0.01% Reduce -6.9% 7,927 $1.0M
Pathfinder Wealth Consulting, Inc. 0.67% Reduce -2.8% 7,922 $1.0M
Marble Wealth, LLC 0.18% Reduce -12.5% 7,908 $1.0M
Sawyer & Company, Inc 0.40% Reduce -2.7% 7,902 $1.0M
Birch Hill Investment Advisors LLC 0.05% No change 7,888 $1.0M
DB&C Advisors, LLC 1.34% Add +0.4% 7,879 $1.0M
Kiley Juergens Wealth Management, LLC 0.18% New 7,869 $1.0M
Archford Capital Strategies, LLC 0.12% Reduce -1.5% 7,842 $1.0M
Essex Bank 0.23% Reduce -0.8% 7,815 $1.0M
North Dallas Bank & Trust Co. 0.69% Add +1.3% 7,766 $1.0M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -0.6% 7,755 $1.0M
Indivisible Partners 0.09% Add +54.0% 7,745 $1.0M
LongView Wealth Management 0.25% Reduce -34.1% 7,810 $1.0M
Themes Management Co LLC 0.62% Add +18.7% 7,699 $1.0M
Brighton Jones LLC 0.02% New 7,645 $1.0M
Simplicity Wealth,LLC 0.06% Reduce -1.0% 7,581 $993K
Community Bank of Raymore 0.66% Reduce -1.6% 7,565 $991K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.4% 7,535 $990K
Nilsine Partners, LLC 0.08% Add +15.2% 7,774 $988K
Three Magnolias Financial Advisors, LLC 0.63% Reduce -3.2% 7,540 $987K
Mayflower Financial Advisors, LLC 0.12% Add +2.2% 7,537 $987K
Bigelow Investment Advisors, LLC 0.39% Add +2.2% 7,532 $986K
Angeles Wealth Management, LLC 0.05% Add +6.3% 7,532 $986K
Schmidt P J Investment Management Inc. 0.16% Add +15.9% 7,463 $977K
Hengehold Capital Management LLC 0.09% Add +0.0% 7,441 $974K
Atlanta Consulting Group Advisors, LLC 0.21% Reduce -0.9% 7,434 $973K
Graybill Wealth Management, LTD. 0.30% No change 7,429 $973K
Gratus Wealth Advisors, LLC 0.14% Add +0.0% 7,402 $969K
CVFG LLC 0.12% Add +105.6% 7,398 $969K
Legacy Financial Advisors, Inc. 0.14% Add +2.0% 7,393 $968K
Kapstone Financial Advisors LLC 0.47% Add +1.0% 7,355 $963K
Cigna Investments Inc. 0.15% No change 7,346 $962K
BCS Wealth Management 0.20% Reduce -50.0% 7,334 $960K
Persium Advisors, LLC 0.76% Add +4.9% 7,332 $960K
Stockman Wealth Management, Inc. 0.11% Add +14.0% 7,331 $960K
Baldwin Investment Management, LLC 0.11% Reduce -6.4% 7,322 $959K
Powers Advisory Group, LLC 0.34% Reduce -0.6% 7,313 $958K
Gryphon Financial Partners LLC 0.10% Add +5.7% 7,309 $957K
Zinnia Wealth Advisory, LLC 1.07% Add +1.1% 7,276 $953K
Gradient Investments LLC 0.01% Add +2.2% 7,267 $952K
Pittenger & Anderson Inc. 0.04% No change 7,250 $949K
Cidel Asset Management Inc. 0.05% Add +19.8% 7,246 $949K
Stratos Wealth Advisors, LLC 0.06% Add +1.6% 7,211 $944K
Crews Bank & Trust 0.14% Add +42.6% 7,209 $944K
Lantz Financial LLC 0.19% Add +2.6% 7,154 $937K
MADDEN SECURITIES Corp 0.28% No change 7,121 $932K
West Family Investments, Inc. 0.33% Reduce -17.3% 7,087 $928K
Headlands Technologies LLC 0.11% New 7,079 $927K
Archer Investment Corp 0.20% Add +0.1% 6,999 $916K
Ameritas Investment Partners, Inc. 0.03% No change 6,972 $913K
LVM Capital Management Ltd. 0.09% No change 6,941 $909K
Clarion Wealth Managment Partners, LLC 0.82% Add +7.5% 6,938 $908K
West Michigan Advisors, LLC 0.20% Reduce -7.4% 6,934 $908K
KLCM Advisors, Inc. 0.08% Add +1.5% 6,927 $907K
Whittier Trust Co. 0.01% Reduce -10.7% 6,887 $905K
VeraBank, N.A. 0.17% Reduce -3.2% 6,904 $904K
Flputnam Investment Management Co. 0.01% Add +5.2% 6,884 $901K
Miramontes Capital, LLC 0.31% Reduce -2.1% 6,878 $901K
Cannon Financial Strategists, Inc. 0.12% Add +0.5% 6,873 $900K
Manchester Capital Management LLC 0.13% No change 6,872 $900K
GW Henssler & Associates Ltd. 0.04% Reduce -0.3% 6,852 $897K
V-Square Quantitative Management LLC 0.09% Add +18.9% 6,843 $896K
Soltis Investment Advisors LLC 0.06% Add +3.5% 6,774 $887K
Smith Thornton Advisors LLC 0.45% Add +3.2% 6,762 $885K
Adapt Wealth Advisors, LLC 0.32% Reduce -2.5% 6,750 $884K
Procyon Advisors, LLC 0.04% Add +11.6% 6,735 $882K
HORAN Wealth, LLC 0.08% Reduce -0.4% 7,242 $881K
Hills Bank & Trust Co 0.04% Reduce -12.3% 6,722 $880K
Capital Square, LLC 0.41% Add +5.3% 6,906 $879K
Legacy Wealth Asset Management, LLC 0.21% Add +0.5% 6,708 $878K
Paradigm Capital Management, LLC 0.81% Add +7.1% 6,701 $877K
Carret Asset Management, LLC 0.09% No change 6,688 $876K
Challenger Wealth Management 0.70% Reduce -1.1% 6,673 $874K
WASHINGTON TRUST Co 0.03% Reduce -3.0% 6,662 $872K
Venture Visionary Partners LLC 0.03% Reduce -5.0% 6,658 $872K
Farmers Trust Co. 0.14% Reduce -84.0% 6,634 $869K
Claris Financial LLC 0.47% Reduce -0.3% 6,613 $866K
Mechanics Financial Corp 0.36% Add +1.1% 6,604 $865K
City National Bank of Florida 0.52% Add +14.2% 6,599 $864K
AdvisorNet Financial, Inc 0.04% Reduce -0.5% 6,583 $862K
Nations Financial Group Inc, /Ia/ 0.04% Add +12.1% 6,576 $861K
Journey Advisory Group, LLC 0.07% Reduce -13.6% 6,561 $859K
Ables, Iannone, Moore & Associates, Inc. 0.51% Add +4.5% 6,543 $857K
Shepherd Kaplan Krochuk, LLC 0.72% Reduce -1.0% 6,527 $855K
EPG Wealth Management LLC 0.23% Add +5.8% 6,519 $854K
Avantax Planning Partners, Inc. 0.02% Reduce -15.5% 6,519 $854K
WealthPoint Financial, LLC 0.71% Reduce -1.1% 6,510 $852K
XY Planning Network, Inc. 0.14% Add +3.4% 6,508 $852K
BIP Wealth, LLC 0.03% Reduce -6.1% 6,500 $851K
Financial Security Advisor, Inc. 0.16% Add +31.8% 6,484 $849K
Cross Staff Investments Inc 0.43% No change 6,449 $844K
NewEdge Wealth, LLC 0.01% Reduce -43.3% 6,449 $844K
McGrath & Associates, Inc. 1.24% Reduce -8.5% 6,439 $843K
Strategic Wealth Partners, Ltd. 0.06% Reduce -87.8% 6,420 $841K
Cornerstone Advisory, LLC 0.08% Add +10.1% 6,416 $840K
3Chopt Investment Partners, LLC 0.19% Add +2.6% 6,415 $840K
Calton & Associates, Inc. 0.12% Add +0.1% 6,412 $840K
Finivi Inc. 0.46% Add +17.1% 6,407 $839K
John G Ullman & Associates Inc. 0.11% Reduce -1.2% 6,403 $838K
Joel Isaacson & Co., LLC 0.03% Add +12.2% 6,362 $833K
Keudell/Morrison Wealth Management 0.17% Reduce -0.1% 6,356 $832K
Trust Point Inc. 0.07% Add +37.1% 6,351 $832K
Blake Schutter Theil Wealth Advisors, LLC 0.68% Reduce -0.2% 6,347 $831K
Bowen Hanes & Co. Inc. 0.02% Reduce -11.2% 6,343 $831K
Diversified Management Inc. 0.14% New 6,331 $829K
Diligent Investors, LLC 0.20% Reduce -1.1% 6,309 $826K
MCF Advisors LLC 0.04% Add +49.8% 6,306 $826K
United Bank 0.11% Reduce -3.7% 6,305 $826K
Edgewood Management LLC 0.01% No change 6,302 $825K
Garrett Wealth Advisory Group, LLC 0.15% Add +9.2% 6,296 $824K
Gateway Investment Advisers LLC 0.01% Add +35.7% 6,291 $824K
Spinnaker Investment Group, LLC 0.17% Reduce -0.1% 6,290 $824K
Trivium Point Advisory, LLC 0.15% Reduce -44.5% 6,271 $821K
Armstrong Advisory Group, Inc. 0.06% Reduce -1.6% 6,261 $820K
Capital Advisors Inc. 0.01% Reduce -8.3% 6,258 $819K
Bank of New Hampshire 0.19% Add +3.6% 6,255 $819K
Grant Private Wealth Management Inc 0.43% Add +30.6% 6,231 $816K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -12.4% 6,205 $812K
Future Financial Wealth Managment LLC 0.52% Add +0.4% 6,336 $811K
Keel Point, LLC 0.05% Reduce -4.4% 6,188 $810K
Financial Management Professionals, Inc. 0.09% Add +1.1% 6,182 $809K
McDaniel Terry & Co. 0.07% Add +0.2% 6,168 $808K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.6% 6,167 $808K
Crescent Sterling, Ltd. 0.78% Add +0.7% 6,163 $807K
Bearing Point Capital, LLC 0.13% No change 6,151 $805K
Northstar Financial Companies, Inc. 0.64% Reduce -39.8% 6,144 $805K
Northwest Bancshares, Inc. 0.16% Reduce -0.4% 6,132 $803K
Caldwell Sutter Capital, Inc. 0.33% Reduce -0.1% 6,131 $803K
Moody National Bank Trust Division 0.08% Add +0.7% 6,115 $801K
First National Bank & Trust Co. of Newtown 0.17% Reduce -12.7% 6,066 $794K
Parkside Financial Bank & Trust 0.06% Reduce -2.9% 6,063 $794K
Aspen Wealth Strategies, LLC 0.43% Add +1.3% 6,052 $792K
Mitchell Sinkler & Starr 0.37% No change 6,051 $792K
United Bank 0.26% Reduce -0.8% 6,040 $791K
Tannin Capital LLC 0.57% Add +5.0% 6,034 $790K
Waters Parkerson & Co., LLC 0.04% No change 6,022 $788K
NWF Advisory Services Inc. 0.09% Add +2.5% 6,020 $788K
Spinnaker Trust 0.04% Add +8.4% 6,017 $788K
Finward Bancorp 0.62% No change 5,943 $778K
Wealth Management Associates, Inc. 0.27% Reduce -1.3% 5,933 $777K
CacheTech Inc. 0.15% Add +99.2% 5,931 $777K
NorthRock Partners, LLC 0.01% Reduce -6.7% 5,917 $775K
Arbor Investment Advisors, LLC 0.10% Add +53.7% 5,915 $774K
Steph & Co. 0.22% Reduce -0.8% 5,904 $773K
Freestone Capital Holdings, LLC 0.02% Add +1.7% 5,879 $770K
McMillan Office, Inc. 0.10% No change 5,865 $768K
Avestar Capital, LLC 0.05% Add +13.9% 5,861 $768K
Main Street Financial Solutions, LLC 0.06% Add +85.6% 5,861 $767K
Monument Capital Management 0.19% Reduce -9.4% 5,852 $766K
Visionary Horizons, LLC 0.38% Reduce -5.4% 5,834 $764K
Goepper Burkhardt LLC 0.26% Reduce -9.6% 5,832 $764K
Register Financial Advisors LLC 0.28% Add +10.7% 5,829 $763K
Cfo Capital Management LLC 0.63% Reduce -0.9% 5,793 $763K
Cypress Wealth Services, LLC 0.11% Add +2.4% 5,784 $757K
High Net Worth Advisory Group LLC 0.18% No change 5,763 $755K
Golden State Wealth Management, LLC 0.08% Reduce -9.3% 5,753 $753K
Glen Eagle Advisors, LLC 0.11% Reduce -1.9% 5,753 $753K
ABN AMRO Bank N.V. 0.01% Add +35.2% 5,680 $753K
Wellington Shields & Co., LLC 0.19% No change 5,749 $753K
Alerus Financial NA 0.04% Add +398.1% 5,748 $753K
Monetary Management Group Inc. 0.18% No change 5,733 $751K
Roundview Capital LLC 0.05% Reduce -5.6% 5,719 $749K
Premier Path Wealth Partners, LLC 0.10% Add +13.8% 5,716 $748K
Kuhn & Co Investment Counsel 0.48% Add +0.1% 5,680 $744K
Silverlake Wealth Management LLC 0.16% Add +0.1% 5,680 $744K
Fortem Financial Group, LLC 0.19% Add +66.8% 5,670 $742K
JFS Wealth Advisors, LLC 0.04% Reduce -2.9% 5,668 $742K
SageView Advisory Group, LLC 0.03% Reduce -70.5% 5,666 $742K
Eastern Bank 0.01% Reduce -1.1% 5,664 $742K
Bar Harbor Wealth Management 0.04% No change 5,648 $740K
Verus Capital Partners, LLC 0.05% Add +2.7% 5,648 $740K
Guyasuta Investment Advisors Inc. 0.04% No change 5,592 $732K
Corsicana & Co. 0.46% Reduce -1.4% 6,000 $732K
Independence Bank of Kentucky 0.09% Reduce -1.9% 5,560 $728K
MBA Advisors LLC 0.28% Add +2.3% 5,553 $727K
Palogic Value Management, L.P. 0.32% No change 5,537 $725K
High Point Wealth Management, LLC 0.71% Add +3.3% 5,514 $722K
E&G Advisors, LLC 0.16% Add +0.1% 5,509 $721K
PCM Encore, LLC 0.15% Add +6.3% 5,489 $719K
Decker Wealth Management LLC 0.16% No change 5,476 $717K
CVA Family Office, LLC 0.08% Add +7.6% 5,469 $716K
Octavia Wealth Advisors, LLC 0.07% Add +8.9% 5,465 $716K
Members Trust Co 0.02% No change 5,453 $714K
TrueWealth Advisors, LLC 0.18% Add +29.7% 5,445 $713K
Venturi Wealth Management, LLC 0.03% Add +9.8% 5,440 $712K
Waterloo Capital, L.P. 0.05% New 5,428 $711K
Retirement Planning Co of New England, Inc. 0.29% Reduce -0.2% 5,405 $708K
Tudor Financial Inc. 0.36% Add +0.1% 5,405 $708K
Palisade Capital Management, LP 0.03% Add +86.4% 5,379 $704K
Dogwood Wealth Management LLC 0.31% Reduce -24.6% 5,378 $704K
BCGM Wealth Management, LLC 0.18% Add +0.2% 5,363 $702K
Crewe Advisors LLC 0.06% Add +1.1% 5,361 $702K
SBI Securities Co., Ltd. 0.02% Reduce -6.3% 5,332 $698K
Cordatus Wealth Management LLC 0.17% Add +2.9% 5,332 $698K
First Financial Bank - Trust Division 0.06% Reduce -0.1% 5,330 $698K
Atalanta Sosnoff Capital, LLC 0.01% Add +0.1% 5,320 $697K
Wilkins Investment Counsel Inc. 0.10% No change 5,309 $695K
Accurate Wealth Management, LLC 0.08% Add +11.9% 5,229 $690K
Supplemental Annuity Collective Trust of NJ 0.19% Reduce -12.2% 5,266 $690K
Hantz Financial Services, Inc. 0.01% Add +20.1% 5,255 $688K
Quest 10 Wealth Builders, Inc. 0.60% Reduce -1.4% 5,249 $687K
New Republic Capital, LLC 0.23% Reduce -31.4% 5,242 $686K
Live Oak Investment Partners 0.40% Add +22.4% 5,235 $685K
WealthPlan Investment Management, LLC 0.04% Add +5.0% 5,234 $685K
XML Financial, LLC 0.06% Reduce -0.5% 5,232 $685K
Personal Cfo Solutions, LLC 0.10% Add +1.7% 5,223 $684K
Indie Asset Partners, LLC 0.78% Reduce -70.9% 5,218 $683K
Costello Asset Management, INC 0.24% Add +7.2% 5,210 $682K
St. Louis Trust Co 0.08% No change 5,207 $682K
HHM Wealth Advisors, LLC 0.08% Add +4.1% 5,203 $681K
Aspen Investment Management Inc 0.21% Add +0.5% 5,188 $679K
Firethorn Wealth Partners, LLC 0.25% Add +27.0% 5,170 $677K
Ostrum Asset Management 0.04% Add +293.5% 5,163 $676K
Hendershot Investments Inc. 0.09% No change 5,153 $675K
Bill Few Associates, Inc. 0.16% Add +0.5% 5,147 $674K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +10.7% 5,143 $673K
E Fund Management Co., Ltd. 0.02% — 5,123 $671K
Pettinga Financial Advisors LLC 0.12% No change 5,050 $661K
Greatmark Investment Partners, Inc. 0.08% Add +3.0% 5,045 $661K
White Pine Capital LLC 0.18% Add +37.2% 5,033 $659K
Headinvest, LLC 0.13% Reduce -1.1% 5,023 $658K
Broyhill Asset Management, LLC 0.64% No change 5,003 $655K
TruWealth Advisors, LLC 0.03% Add +1.4% 4,999 $655K
Aegis Wealth Management LLC 0.37% Reduce -17.3% 4,999 $655K
Childress Capital Advisors, LLC 0.12% Add +3.4% 4,993 $654K
Hudock, Inc. 0.10% Add +4.6% 4,982 $652K
Walker Asset Management, LLC 0.35% Add +1.7% 4,973 $651K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.7% 4,960 $649K
Uptick Partners, LLC 0.13% Add +8.4% 4,957 $649K
Calamos Wealth Management LLC 0.02% Add +20.1% 4,934 $646K
Certuity, LLC 0.04% Add +48.4% 4,926 $645K
Rogco, LP 0.22% No change 4,921 $644K
Uhlmann Price Securities, LLC 0.04% New 5,056 $644K
Southeast Asset Advisors, LLC 0.07% Add +0.1% 4,903 $642K
Journey Retirement Planning & Investment Management LLC 0.56% Reduce -68.7% 4,881 $639K
Marshall Financial Group, LLC 0.10% Reduce -19.2% 4,869 $638K
Busey Bank 0.02% Reduce -16.7% 4,854 $636K
D.B. Root & Company, LLC 0.15% Add +1.8% 4,844 $634K
Earned Wealth Advisors, LLC 0.04% Reduce -1.0% 4,840 $634K
Tyche Wealth Partners LLC 0.10% No change 4,834 $633K
NBT Bank, N.A. 0.04% Reduce -5.0% 4,834 $633K
Bridges Investment Management Inc. 0.01% Reduce -6.1% 4,824 $632K
Gladstone Institutional Advisory LLC 0.02% Add +13.1% 4,817 $631K
Roberts Glore & Co. Inc. 0.17% Add +0.0% 4,817 $631K
Nwam LLC 0.04% Reduce -3.8% 4,811 $630K
Wolff Financial Management LLC 0.14% No change 4,810 $630K
Investment Advisory Services Inc. /TX 0.20% Reduce -0.3% 4,809 $630K
Centaurus Financial, Inc. 0.03% Reduce -1.8% 4,793 $628K
Intrua Financial, LLC 0.07% Reduce -5.5% 4,791 $627K
RB Capital Management, LLC 0.14% Add +2.3% 4,789 $627K
Destination Wealth Management 0.02% Add +7.7% 4,788 $627K
Adirondack Trust Co. 0.21% Reduce -4.1% 4,786 $627K
Petra Financial Advisors Inc. 0.39% Reduce -6.3% 4,780 $626K
Probity Advisors, Inc. 0.10% Reduce -4.3% 4,780 $626K
Level Wealth Management LLC 0.29% Add +1.9% 4,775 $625K
HighPoint Advisor Group LLC 0.03% Reduce -85.3% 4,774 $625K
MJP Associates Inc. 0.08% Reduce -12.6% 4,772 $625K
Huber Capital Management LLC 0.10% Reduce -42.0% 4,770 $625K
Ashton Thomas Securities, LLC 0.08% Reduce -15.7% 4,749 $622K
Optas, LLC 0.09% Add +22.3% 4,748 $622K
Blue Fin Capital, Inc. 0.10% No change 4,720 $618K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -4.4% 4,719 $618K
Bridgewater Advisors Inc. 0.04% Add +0.8% 5,540 $614K
Southland Equity Partners LLC 0.12% Reduce -0.4% 4,679 $613K
Asset Advisors Investment Management, LLC 0.06% No change 4,673 $612K
L2 Asset Management, LLC 0.06% Add +12.7% 4,673 $612K
Sound Income Strategies, LLC 0.03% Reduce -40.1% 4,668 $611K
Marathon Strategic Advisors, LLC 0.44% No change 4,666 $611K
Zacks Investment Management 0.00% Reduce -21.1% 4,665 $611K
Denali Advisors LLC 0.07% Add +2.3% 4,636 $607K
Radnor Capital Management, LLC 0.09% No change 4,626 $606K
2UniFi Bank 0.29% Add +11.3% 4,619 $605K
Princeton Capital Management LLC 0.16% Reduce -0.5% 4,618 $605K
Patton Albertson Miller Group, LLC 0.07% Reduce -4.2% 4,607 $603K
Capital Analysts, LLC 0.02% Reduce -10.6% 4,607 $603K
Thayer Financial, L.L.C. 0.61% Add +19.5% 4,602 $603K
Old Port Advisors 0.14% Reduce -77.4% 4,597 $602K
Forum Financial Management, LP 0.01% Add +27.2% 4,596 $602K
Washington Capital Management, Inc. 0.51% No change 4,595 $602K
Novak & Powell Financial Services, Inc. 0.32% Add +0.1% 4,591 $601K
Code Waechter LLC 0.36% Reduce -5.3% 4,589 $601K
O'ROURKE & COMPANY, Inc 0.24% Add +0.2% 4,575 $599K
Bedel Financial Consulting, Inc. 0.07% Reduce -1.1% 4,569 $598K
Mosaic Family Wealth Partners, LLC 0.06% Add +25.6% 4,560 $597K
Doheny Asset Management 0.39% No change 4,553 $596K
Northstar Advisory Group, LLC 0.23% Reduce -3.3% 4,528 $593K
One Capital Management, LLC 0.02% Add +8.3% 4,506 $590K
Jmac Enterprises LLC 0.11% Add +9.8% 4,500 $589K
Pinnacle West Asset Management, Inc. 0.40% Reduce -2.4% 4,495 $589K
PFG Advisors 0.03% Add +38.2% 4,497 $589K
Hummer Financial Advisory Services Inc 0.41% No change 4,474 $586K
Truvestments Capital LLC 0.11% Add +7.3% 4,451 $583K
Argus Investors' Counsel, Inc. 0.52% No change 4,448 $582K
Nikulski Financial, Inc. 0.14% Add +7.6% 4,416 $578K
KPP Advisory Services LLC 0.08% Add +2.2% 4,409 $577K
Saxony Capital Management, LLC 0.33% Add +0.1% 4,398 $576K
LS Investment Advisors, LLC 0.09% Reduce -61.6% 4,395 $575K
Aspiriant, LLC 0.02% Reduce -2.5% 4,370 $572K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -11.3% 4,368 $572K
TBH Global Asset Management, LLC 0.11% Reduce -2.5% 4,355 $570K
Hodges Capital Management Inc. 0.05% Reduce -1.1% 4,346 $569K
Kassira Wealth Management LLC 0.52% Add +145.9% 4,294 $562K
Impact Partnership Wealth, LLC 0.07% Reduce -19.3% 4,287 $561K
Beacon Capital Management, LLC 0.10% Add +2.6% 4,283 $561K
Thompson David Blair 0.32% Reduce -35.8% 4,279 $560K
Focused Wealth Management, Inc 0.06% Add +11.3% 4,276 $560K
Waddell & Associates, LLC 0.03% Add +16.3% 4,273 $560K
GeoWealth Management, LLC 0.02% Add +5.8% 4,272 $559K
Arkos Global Advisors 0.07% Reduce -18.6% 4,272 $559K
Flagship Harbor Advisors, LLC 0.02% Add +6.1% 4,262 $558K
Steigerwald, Gordon & Koch Inc. 0.06% Reduce -2.3% 4,240 $555K
Salomon & Ludwin, LLC 0.05% Reduce -3.0% 4,196 $555K
Gilman Hill Asset Management, LLC 0.08% Reduce -11.6% 4,236 $555K
PDS Planning, Inc 0.04% Add +5.8% 4,232 $554K
Raab & Moskowitz Asset Management LLC 0.12% Add +53.4% 4,226 $553K
Citizens Business Bank 0.09% Reduce -5.6% 4,218 $552K
Financial Advisors Network, Inc. 0.08% Add +7.5% 4,190 $549K
Meridian Investment Counsel Inc. 0.13% No change 4,190 $549K
Investment Partners Asset Management, Inc. 0.34% No change 4,178 $547K
Ironsides Asset Advisors, LLC 0.14% Add +140.6% 4,177 $547K
Associated Banc-Corp 0.01% Reduce -0.3% 4,176 $547K
Agate Pass Investment Management, LLC 0.21% Reduce -19.9% 4,164 $545K
Oakworth Capital, Inc. 0.03% Add +7.9% 4,162 $545K
OpenArc Corporate Advisory, LLC 0.01% Add +19.3% 4,157 $544K
Breakwater Capital Group 0.07% Add +6.8% 4,148 $543K
Capital Management Associates, Inc 0.12% Reduce -1.6% 4,147 $543K
First Merchants Corp. 0.02% Reduce -0.1% 4,129 $541K
Marathon Capital Management 0.12% Reduce -0.8% 4,110 $538K
St Germain D J Co. Inc. 0.02% Reduce -3.5% 4,109 $538K
McCollum Christoferson Group LLC 0.16% No change 4,079 $534K
Douglas Lane & Associates, LLC 0.01% Reduce -2.3% 4,079 $534K
Park Place Capital Corp 0.11% Add +6.4% 4,077 $534K
Kathmere Capital Management, LLC 0.03% Add +27.9% 4,061 $532K
Knollwood Investment Advisory, LLC 0.05% No change 4,055 $531K
Peak Financial Advisors LLC 0.23% Add +0.8% 4,053 $531K
Pinnacle Wealth Management Group, Inc. 0.26% No change 4,048 $530K
Am Investment Strategies LLC 0.12% Add +10.7% 4,048 $530K
Allegheny Financial Group 0.07% Add +0.5% 4,044 $530K
Westmount Partners, LLC 0.13% Reduce -1.6% 4,034 $528K
Fairfield, Bush & Co. 0.29% Add +2.2% 4,024 $527K
Relyea Zuckerberg Hanson LLC 0.05% Add +18.0% 4,003 $524K
Almanack Investment Partners, LLC. 0.09% Add +0.1% 3,989 $522K
Atlas Wealth Partners, LLC 0.54% Add +8.2% 3,982 $521K
Sawgrass Asset Management LLC 0.08% Add +6.0% 3,979 $521K
Fulcrum Equity Management 0.51% Add +0.6% 3,972 $520K
Websterrogers Financial Advisors, LLC 0.15% Reduce -0.6% 3,967 $519K
CMG Global Holdings, LLC 0.25% No change 3,960 $519K
Lantern Wealth Advisors, LLC 0.27% No change 3,959 $518K
Baron Silver Stevens Financial Advisors, LLC 0.08% Add +23.9% 3,954 $518K
Acorns Advisers, LLC 0.00% Add +11.2% 3,927 $514K
John Boyer, Inc. 0.51% Add +12.2% 3,918 $513K
Lafayette Investments, Inc. 0.10% No change 3,914 $513K
Howard Capital Management, LLC 0.01% Reduce -40.9% 3,901 $511K
Vista Investment Partners Ii, LLC 0.23% Reduce -31.9% 3,896 $510K
Connecticut Wealth Management, LLC 0.02% New 3,889 $509K
Fulton Breakefield Broenniman LLC 0.03% No change 3,884 $509K
Koshinski Asset Management, Inc. 0.03% No change 3,882 $508K
Reynders McVeigh Capital Management, LLC 0.03% Add +0.1% 3,877 $508K
Quotient Wealth Partners, LLC 0.01% Reduce -4.8% 3,873 $507K
Sunbelt Securities, Inc. 0.03% Reduce -20.4% 3,852 $504K
Ferguson Wellman Capital Management, Inc. 0.01% Add +8.6% 3,846 $504K
Secure Asset Management, LLC 0.08% Add +3.7% 3,838 $503K
First Financial Group Corp 0.41% Reduce -29.5% 3,829 $501K
First Nebraska Trust Co 0.05% Add +11.2% 3,828 $501K
Titleist Asset Management, LLC 0.04% Add +1.5% 3,827 $501K
Tiemann Investment Advisors, LLC 0.20% Add +2.1% 3,820 $500K
FWG Holdings, LLC 0.19% Add +0.2% 3,799 $499K
Allegiance Financial Group Advisory Services LLC 0.10% Add +24.3% 3,810 $499K
Diversified Enterprises, LLC 0.03% Reduce -6.3% 3,810 $499K
LeConte Wealth Management, LLC 0.32% New 3,809 $499K
Castleview Partners, LLC 0.26% Add +18.1% 3,808 $499K
Asahi Life Asset Management Co., LTD. 0.32% New 3,807 $498K
Aspen Grove Capital, LLC 0.10% Add +0.5% 3,805 $498K
Chelsea Counsel Co. 0.22% Add +35.7% 3,801 $498K
Wendell David Associates Inc. 0.05% No change 3,790 $496K
Trueblood Wealth Management, LLC 0.19% Reduce -6.8% 3,787 $496K
Fourth Dimension Wealth, LLC 0.19% Add +11.4% 3,786 $496K
Resonant Capital Advisors, LLC 0.03% Add +36.2% 3,782 $495K
Ameriflex Group, Inc. 0.25% Add +19.3% 3,780 $495K
Uncommon Cents Investing LLC 0.11% Add +4.6% 3,774 $494K
Accel Wealth Management 0.13% Add +8.6% 3,772 $494K
Signature Estate & Investment Advisors LLC 0.01% Add +4.4% 3,770 $494K
WBH Advisory Inc. 0.04% Reduce -10.4% 3,762 $492K
Mayfair Advisory Group, LLC 0.17% Reduce -0.3% 3,748 $491K
South Plains Financial, Inc. 0.28% Add +51.9% 3,743 $490K
Quad-Cities Investment Group, LLC 0.20% Add +3.8% 3,740 $490K
Lake Street Private Wealth, LLC 0.06% No change 3,737 $489K
Community Financial Services Group, LLC 0.09% Add +88.4% 3,732 $489K
Stonebridge Financial Planning Group, LLC 0.18% New 3,728 $488K
Laurel Oak Wealth Management, LLC 0.08% Add +0.2% 3,727 $488K
Objectivity Squared, LLC 0.31% Add +0.1% 3,726 $488K
Traphagen Investment Advisors LLC 0.04% Add +0.1% 3,690 $483K
Grey Ledge Advisors, LLC 0.11% Add +0.3% 3,689 $483K
LexAurum Advisors, LLC 0.06% — 3,682 $482K
McDonough Capital Management, Inc 0.26% Reduce -1.9% 3,681 $482K
Wright Investors Service Inc. 0.15% Add +0.3% 3,671 $481K
Mindset Wealth Management, LLC 0.13% Add +2.8% 3,670 $481K
DGS Capital Management, LLC 0.08% Add +1.6% 3,668 $480K
SmartHarvest Portfolios, LLC 0.20% Reduce -16.4% 3,655 $479K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +330.2% 3,648 $478K
Brandywine Oak Private Wealth LLC 0.04% Add +1.1% 3,650 $478K
Baker Avenue Asset Management, LP 0.01% Add +27.4% 3,650 $478K
Absher Wealth Management, LLC 0.06% Add +2.3% 3,648 $478K
Versant Capital Management, Inc 0.05% Add +52.7% 3,648 $478K
First Western Trust Bank 0.02% Add +31.0% 3,641 $477K
Birchcreek Wealth Management, LLC 0.23% No change 3,635 $476K
Harold Davidson & Associates Inc. 0.23% Add +0.8% 3,628 $475K
Walter & Keenan Wealth Management LLC /in/ 0.13% Add +9.6% 3,624 $475K
Advyzon Investment Management, LLC 0.04% Add +98.3% 3,619 $474K
Xcel Wealth Management, LLC 0.13% Reduce -0.7% 3,610 $473K
Abel Hall, LLC 0.10% Add +85.4% 3,601 $472K
Perpetual Ltd 0.01% Add +7.7% 3,599 $471K
Financial Futures Ltd Liability Co. 0.21% New 3,589 $470K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% No change 3,586 $470K
TRUE Private Wealth Advisors 0.04% Reduce -0.1% 3,585 $469K
Genesis Private Wealth, LLC 0.15% Reduce -2.8% 3,575 $468K
North Star Investment Management Corp. 0.03% Add +3.0% 3,571 $468K
Garner Asset Management Corp 0.18% Add +0.1% 3,569 $467K
Adams Wealth Management 0.10% Add +19.6% 3,559 $466K
nVerses Capital, LLC 0.42% New 3,554 $465K
First Heartland Consultants, Inc. 0.04% Add +4.2% 3,552 $465K
Baron Wealth Management LLC 0.14% Add +9.3% 3,550 $465K
Foster Group, Inc. 0.01% Add +10.0% 3,550 $465K
Alphadyne Asset Management LP 0.06% New 3,537 $463K
Avior Wealth Management, LLC 0.01% Add +0.3% 3,528 $462K
Wealthquest Corp 0.03% Reduce -4.2% 3,514 $460K
King Wealth Management Group 0.06% No change 3,512 $460K
Composition Wealth, LLC 0.01% Add +20.8% 3,507 $459K
Westhampton Capital, LLC 0.21% No change 3,503 $459K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -30.0% 3,494 $457K
NCM Capital Management, LLC 0.16% Reduce -4.8% 3,483 $456K
Clear Creek Financial Management, LLC 0.03% Reduce -1.1% 3,482 $456K
Cannell & Spears LLC 0.01% Add +10.3% 3,476 $455K
Virtue Capital Management, LLC 0.07% Add +0.1% 3,448 $454K
71 West Capital Partners 0.02% Add +23.3% 3,468 $454K
YANKCOM Partnership 0.19% Reduce -0.4% 3,467 $454K
Sterling Investment Counsel, LLC 0.13% Reduce -2.3% 3,462 $453K
Aldebaran Financial Inc. 0.43% Add +3.8% 3,460 $453K
Marotta Asset Management 0.08% Add +0.0% 3,461 $453K
Verus Financial Partners, Inc. 0.04% Add +0.1% 3,521 $453K
Alliance Wealth Advisors, LLC 0.21% Reduce -0.5% 3,459 $453K
Asset Planning,Inc 0.32% Add +0.1% 3,454 $452K
CRA Financial Services, LLC 0.06% Add +1.8% 3,449 $452K
Quent Capital, LLC 0.03% Reduce -12.1% 3,448 $451K
Meadowbrook Wealth Management, LLC 0.60% Add +24.8% 3,446 $451K
Campion Asset Management 0.31% Reduce -0.9% 3,440 $450K
Duncker Streett & Co. Inc. 0.09% Add +3.6% 3,433 $449K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -5.6% 3,431 $449K
Davis R M Inc. 0.01% Reduce -15.7% 3,428 $449K
Spire Wealth Management 0.02% Add +13.2% 3,421 $448K
Capital Advisors Wealth Management, LLC 0.06% Add +9.7% 3,398 $445K
Holistic Financial Partners 0.17% Reduce -1.1% 3,397 $445K
OMC Financial Services LTD 0.17% Add +0.1% 3,391 $444K
Verum Partners LLC 0.08% Add +2.3% 3,385 $443K
Drive Wealth Management, LLC 0.09% Add +3.1% 3,382 $443K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.33% Add +13.8% 3,448 $442K
Pinnacle Bancorp, Inc. 0.13% Add +26.2% 3,371 $441K
Latitude Advisors, LLC 0.20% Add +0.2% 3,367 $441K
Baker Boyer National Bank 0.13% Reduce -0.7% 3,359 $440K
Sagewood Asset Management LP 0.14% New 3,346 $438K
Grove Bank & Trust 0.05% No change 3,342 $438K
Summit Asset Management, LLC 0.06% Add +5.3% 3,329 $436K
Everpar Advisors LLC 0.15% Add +31.1% 3,326 $436K
Onyx Bridge Wealth Group LLC 0.05% Add +4.8% 3,326 $435K
Curbstone Financial Management Corp 0.08% New 3,322 $435K
Magnolia Capital Advisors LLC 0.09% Add +5.6% 3,313 $434K
Cary Street Partners Investment Advisory LLC 0.11% Add +46.2% 3,309 $433K
Sequent Asset Management, LLC 0.21% Add +14.5% 3,304 $433K
Hobbs Group Advisors, LLC 0.13% Add +0.1% 3,303 $432K
Steel Grove Capital Advisors, LLC 0.05% Reduce -78.7% 3,300 $432K
Conning Inc. 0.01% Reduce -14.1% 3,298 $432K
Anchyra Partners LLC 0.13% Add +2.7% 3,297 $432K
United Advisor Group, LLC 0.05% Add +10.2% 3,285 $430K
Wealthcare Capital Partners, LLC 0.20% Add +15.2% 3,282 $430K
Broadwater Capital Management LLC 0.32% No change 3,666 $430K
Clifford Swan Investment Counsel LLC 0.01% Reduce -39.5% 3,278 $429K
Beacon Investment Advisors LLC 0.16% Reduce -4.0% 3,275 $429K
Park Edge Advisors, LLC 0.10% Add +3.3% 3,258 $427K
Cladis Investment Advisory, LLC 0.23% No change 3,247 $425K
Kintra Wealth, LLC 0.03% New 3,247 $425K
Pine Harbor Wealth Management, LLC 0.13% Add +0.1% 3,243 $425K
Interchange Capital Partners, LLC 0.13% Reduce -24.4% 3,419 $424K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -1.2% 3,218 $421K
Moss Adams Wealth Advisors LLC 0.03% Add +0.1% 3,210 $420K
Cooper Financial Group 0.04% Add +7.8% 3,207 $420K
Bank of Hawaii 0.02% Reduce -12.1% 3,206 $420K
Salvus Wealth Management, LLC 0.24% Add +10.7% 3,201 $419K
Cim Investment Management Inc. 0.11% Reduce -0.4% 3,201 $419K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +33.3% 3,197 $419K
Ridge Creek Global, Inc 0.35% No change 3,193 $418K
Birch Financial Group, LLC 0.24% Reduce -0.6% 3,192 $418K
Searle & Co. 0.11% Add +18.6% 3,186 $417K
TRB Wealth Management, LLC 0.06% — 3,184 $417K
Fairvoy Private Wealth, LLC 0.10% No change 3,183 $417K
Cambria Investment Management, L.P. 0.02% New 3,183 $417K
Opal Wealth Advisors, LLC 0.09% Reduce -7.3% 3,180 $416K
Approach Retirement Advisors, LLC 0.35% Add +6.8% 3,179 $416K
May Hill Capital, LLC 0.10% Add +9.4% 3,173 $415K
Ritter Daniher Financial Advisory LLC / DE 0.07% Add +0.2% 3,172 $415K
Fiduciary Financial Group, LLC 0.06% Reduce -2.7% 3,171 $415K
Beaton Management Co. Inc. 0.18% No change 3,171 $415K
44 Wealth Management LLC 0.15% No change 3,167 $415K
Resurgent Financial Advisors LLC 0.15% Reduce -1.3% 3,162 $414K
McGowan Group Asset Management, Inc. 0.05% Reduce -0.2% 3,160 $414K
West Paces Advisors Inc. 0.08% No change 3,155 $413K
CWS Financial Advisors, LLC 0.11% Add +0.1% 3,155 $413K
Griffin Asset Management, Inc. 0.05% Add +0.3% 3,144 $412K
Revolve Wealth Partners, LLC 0.05% Add +8.4% 3,137 $411K
Portfolio Design Labs, LLC 0.07% New 3,126 $409K
Nalls Sherbakoff Group, LLC 0.30% Add +0.5% 3,113 $408K
William B. Walkup & Associates, Inc. 0.24% Add +6.5% 3,341 $408K
Charles Schwab Trust Co 0.03% Reduce -1.4% 3,111 $407K
Sax Wealth Advisors, LLC 0.02% No change 3,472 $407K
Triad Wealth Partners, LLC 0.03% Reduce -7.9% 3,090 $405K
Resolute Capital, LLC 0.16% Reduce -6.5% 3,083 $404K
JB Capital LLC 0.02% Reduce -19.7% 3,081 $403K
Harmony Asset Management LLC 0.12% Reduce -74.1% 3,081 $403K
Sandbox Financial Partners, LLC 0.11% Reduce -12.1% 3,074 $403K
First Business Financial Services, Inc. 0.04% No change 3,073 $402K
Cascade Investment Group, Inc. 0.26% Add +4.2% 3,063 $401K
Waycross Partners, LLC 0.04% No change 3,061 $401K
LSP Investment Advisors, LLC 0.29% No change 3,060 $401K
Global Assets Advisory, LLC 0.11% Add +10.6% 3,057 $400K
Novem Group 0.05% Add +2.4% 3,056 $400K
FLC Capital Advisors 0.07% Reduce -0.2% 3,055 $400K
Sovereign Financial Group, Inc. 0.07% Add +2.8% 3,052 $400K
SteelPeak Wealth, LLC 0.01% Reduce -9.5% 3,050 $399K
Brucke Financial, Inc. 0.20% Add +49.1% 3,050 $399K
Sittner & Nelson, LLC 0.15% No change 3,050 $399K
Exchange Bank 0.28% No change 3,045 $399K
Wimmer Associates 1, LLC 0.19% Add +1.7% 3,043 $398K
Jackson Wealth Management, LLC 0.04% No change 3,043 $398K
Benin Management CORP 0.09% No change 3,034 $397K
Rothschild Wealth LLC 0.04% Add +14.1% 3,027 $396K
Patriot Investment Management Group, Inc. 0.03% Reduce -0.8% 3,026 $396K
W.H. Cornerstone Investments Inc. 0.25% New 3,024 $396K
Heartwood Wealth Advisors LLC 0.03% Reduce -3.3% 3,021 $396K
Leigh Baldwin & Co., LLC 0.26% Add +3.5% 3,012 $394K
Alta Advisers Ltd 0.14% No change 3,000 $393K
Walter Public Investments Inc. 0.09% No change 3,000 $393K
NorthStar Asset Management LLC 0.19% Add +0.5% 2,998 $393K
Texas Bank & Trust Co 0.15% No change 2,998 $393K
Prostatis Group LLC 0.10% Add +4.0% 2,993 $392K
Westover Capital Advisors, LLC 0.07% Add +49.5% 2,991 $392K
Acorn Financial Advisory Services Inc. 0.05% Reduce -1.1% 2,988 $391K
Means Investment Co., Inc. 0.03% Reduce -3.3% 2,985 $391K
Boston Trust Walden Corp 0.00% Reduce -5.3% 2,984 $391K
Z3 Capital Partners, LLC 0.10% Add +0.1% 2,977 $390K
Chiron Capital Management, LLC 0.40% — 2,976 $390K
Syntegra Private Wealth Group, LLC 0.04% Reduce -3.9% 2,971 $389K
PlanVest Financial, Inc 0.30% — 2,964 $388K
1900 Wealth Management LLC 0.02% Add +0.3% 2,963 $388K
Centurion Wealth Management LLC 0.09% Reduce -1.8% 2,947 $386K
Van Strum & Towne Inc. 0.11% Add +0.1% 2,941 $385K
Blackston Financial Advisory Group, LLC 0.24% Add +2.0% 2,938 $385K
Sovran Advisors, LLC 0.03% Add +10.0% 2,964 $384K
Fagan Associates, Inc. 0.05% Reduce -8.8% 2,917 $382K
Transcend Capital Advisors, LLC 0.03% Add +3.0% 2,914 $382K
Financial Symmetry Inc 0.14% No change 2,939 $381K
Smithfield Trust Co 0.02% Add +6.2% 2,900 $380K
Richardson Financial Services Inc. 0.24% Reduce -0.5% 2,902 $380K
Peachtree Investment Partners, LLC 0.14% Add +4.0% 2,899 $380K
Legacy Trust 0.07% Reduce -1.0% 2,898 $379K
Southern Financial Group, LLC 0.11% Add +0.5% 2,888 $378K
Shayne & Jacobs, LLC 0.12% No change 2,882 $377K
Caxton Associates LLP 0.01% Reduce -32.1% 2,874 $376K
Market Street Wealth Management Advisors LLC 0.06% Add +1.6% 2,872 $376K
PCB Capital LLC 0.59% Reduce -0.4% 2,867 $375K
CNB Bank 0.16% Reduce -3.2% 2,861 $375K
MWA Asset Management 0.21% Reduce -11.4% 2,860 $374K
Holcombe Financial, Inc. 0.22% Reduce -1.5% 2,853 $374K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.33% Reduce -1.8% 2,845 $373K
Muirfield Wealth Advisors LLC 0.27% Reduce -8.1% 2,845 $372K
Evoke Wealth, LLC 0.01% Reduce -13.9% 2,843 $372K
Sather Financial Group Inc 0.02% Add +7.6% 2,842 $372K
Oxford Financial Group, LTD. LLC 0.02% Add +42.5% 2,829 $370K
Diversify Advisory Services, LLC 0.06% Reduce -45.9% 2,927 $370K
BKM Wealth Management, LLC 0.13% Reduce -11.1% 2,813 $368K
Cravens & Co Advisors, LLC 0.24% Add +8.1% 2,803 $367K
Union Savings Bank 0.16% Reduce -9.4% 2,803 $367K
Renaissance Technologies 0.00% Reduce -99.1% 2,800 $367K
Invst, LLC 0.04% Add +5.1% 2,797 $366K
Kera Capital Partners, Inc. 0.04% Add +18.7% 2,796 $366K
First Citizens Financial Corp 0.17% No change 2,789 $365K
Alpine Bank Wealth Management 0.05% Reduce -1.2% 2,789 $365K
Generation Capital Management LLC 0.27% No change 2,785 $365K
BXM Wealth LLC 0.28% Reduce -55.7% 2,777 $364K
Evolve Private Wealth, LLC 0.02% Add +12.2% 2,774 $363K
Asset Allocation & Management Company, LLC 0.14% No change 2,775 $363K
SkyView Investment Advisors, LLC 0.05% Add +0.3% 2,770 $363K
Pflug Koory, LLC 0.17% No change 2,765 $362K
Choate Investment Advisors 0.01% Reduce -3.5% 2,765 $362K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.7% 2,751 $360K
Uniting Wealth Partners, LLC 0.08% Reduce -1.0% 2,747 $360K
Treasure Coast Financial Planning 0.18% Reduce -0.0% 2,744 $359K
Bestgate Wealth Advisors, LLC 0.65% Reduce -8.9% 2,743 $359K
VSM Wealth Advisory, LLC 0.11% Add +71.9% 2,740 $359K
L. Roy Papp & Associates, LLP 0.04% Add +10.0% 2,740 $359K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% Reduce -2.0% 2,740 $359K
Connecticut Capital Management Group, LLC 0.34% Reduce -0.1% 2,736 $358K
Elmwood Wealth Management, Inc. 0.10% Add +6.1% 2,729 $357K
William Allan Corp 0.21% Add +0.8% 2,717 $356K
Oxbow Advisors, LLC 0.03% Add +2.6% 2,717 $356K
Indiana Trust & Investment Management Co 0.11% Reduce -0.2% 2,713 $355K
Inscription Capital, LLC 0.04% Add +7.9% 2,709 $355K
Channel Wealth LLC 0.09% Add +0.3% 2,708 $355K
Signature Equity Partners, LLC 0.19% Add +13.3% 2,707 $354K
Clearstead Trust, LLC 0.06% No change 2,705 $354K
Meriwether Wealth & Planning, LLC 0.19% Reduce -2.5% 2,704 $354K
Private Capital Management, LLC 0.04% Reduce -1.4% 2,700 $354K
Horizon Investment Services, LLC 0.12% No change 2,691 $352K
SpringVest Wealth Management LLC 0.24% Add +0.4% 2,691 $352K
Rosenberg Matthew Hamilton 0.07% Reduce -2.9% 2,686 $352K
Belleair Asset Management, LLC 0.32% Reduce -0.9% 2,675 $350K
Mason & Associates, LLC 0.08% No change 2,672 $350K
Xcelsior Advisor Partners LLC 0.13% New 2,669 $349K
Wealth Quarterback LLC 0.14% Add +1.6% 2,666 $349K
Smith Asset Management Co., LLC 0.30% Reduce -1.8% 2,654 $348K
IFC Advisors LLC 0.05% Reduce -2.4% 2,651 $347K
Barnes Wealth Management Group, Inc 0.18% Add +1.3% 2,645 $346K
Traynor Capital Management, Inc. 0.02% Reduce -5.8% 2,629 $346K
Van Hulzen Asset Management, LLC 0.03% Reduce -0.8% 2,642 $346K
Rexford Capital Inc. 0.25% Add +8.9% 2,642 $346K
Centennial Bank 0.12% Reduce -5.4% 2,640 $346K
Gerald Baker Financial Group LLC 0.11% — 2,625 $344K
Optiver Holding B.V. 0.01% Add +65.0% 2,625 $344K
Rossmore Private Capital 0.03% No change 2,622 $343K
Kozak & Associates, Inc. 0.07% Add +0.3% 2,627 $343K
Beverly Hills Private Wealth, LLC 0.06% Reduce -5.0% 2,616 $343K
Deseret Mutual Benefit Administrators 0.12% Add +80.5% 2,614 $342K
Partnership Wealth Management, LLC 0.26% No change 2,612 $342K
Sandro Wealth Management LLC 0.27% Add +11.4% 2,612 $342K
Carl P. Sherr & Co., LLC 0.16% No change 2,611 $342K
Jump Financial, LLC 0.01% New 2,606 $341K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 2,604 $341K
Van Diest Capital, LLC 0.27% Reduce -25.3% 2,603 $341K
Good Steward Wealth Advisors,LLC 0.22% Reduce -11.7% 2,603 $341K
Catalyst Funds Management Pty Ltd 0.06% New 2,602 $341K
Clearwave Capital, LLC 0.23% Add +0.7% 2,602 $341K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.9% 2,601 $341K
A4 Wealth Advisors LLC 0.28% Add +0.1% 2,601 $341K
LCM Capital Management Inc 0.17% Reduce -0.7% 2,600 $340K
Tandem Investment Advisors, Inc. 0.02% Reduce -5.3% 2,599 $340K
AmeriServ Wealth Advisors 0.22% Add +5.7% 2,599 $340K
Perennial Investment Advisors, LLC 0.03% Reduce -1.6% 2,594 $340K
Citizens National Bank Trust Department 0.06% No change 2,592 $339K
Cozad Asset Management Inc. 0.03% Add +7.2% 2,590 $339K
Investor's Fiduciary Advisor Network, LLC 0.10% Reduce -9.3% 2,595 $339K
Alliance Wealth Advisors, LLC 0.07% Reduce -13.2% 2,585 $338K
PSI Advisors, LLC 0.08% No change 2,583 $338K
Boothbay Fund Management, LLC 0.01% New 2,576 $337K
CFO4Life Group, LLC 0.05% Reduce -2.7% 2,573 $337K
Arbor Trust Wealth Advisors, LLC 0.15% Add +0.1% 2,572 $337K
AlTi Global, Inc. 0.01% Add +1.3% 2,569 $336K
Enterprise Financial Services Corp 0.17% Add +6.5% 2,568 $336K
Defiance ETFs, LLC 0.00% New 2,567 $336K
Terril Brothers, Inc. 0.09% No change 2,564 $336K
Beirne Wealth Consulting Services, LLC 0.09% Add +0.2% 2,558 $335K
KFG Wealth Management, LLC 0.04% Add +8.7% 2,542 $333K
Shulman DeMeo Asset Management LLC 0.07% New 2,542 $333K
Hamilton Point Investment Advisors, LLC 0.05% No change 2,532 $332K
LifePlan Investment Advisors, Inc. 0.13% Add +33.0% 2,530 $331K
Tradition Wealth Management, LLC 0.02% Add +2.4% 2,526 $331K
POM Investment Strategies, LLC 0.41% Add +1582.0% 2,523 $330K
Rossby Financial, LCC 0.07% Add +84.7% 2,521 $330K
Mark Sheptoff Financial Planning, LLC 0.17% Reduce -3.8% 2,584 $330K
Lazari Capital Management, Inc. 0.12% Add +0.1% 2,517 $330K
Burney Co./ 0.01% Reduce -0.1% 2,510 $329K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -0.9% 2,508 $328K
Facet Wealth, Inc. 0.01% Add +21.5% 2,504 $328K
Paradigm Asset Management Co. LLC 0.08% No change 2,500 $327K
Hilton Head Capital Partners, LLC 0.18% Reduce -0.6% 2,498 $327K
Tuttle Capital Management, LLC 0.54% New 2,496 $327K
Cpwa, LLC 0.39% — 2,615 $327K
Banyan Capital Management, Inc. 0.14% No change 2,493 $326K
Charter Capital Management, LLC\DE 0.16% New 2,493 $326K
Arsenal Capital Advisors LLC 0.24% Add +6.9% 2,490 $326K
Coquina Private Wealth LLC 0.26% Reduce -6.5% 2,489 $326K
Grandfield & Dodd, LLC 0.02% No change 2,485 $325K
Range Advisory, LLC 0.06% New 2,484 $325K
Sunpointe, LLC 0.11% Reduce -1.2% 2,482 $325K
First National Advisers, LLC 0.05% Reduce -53.2% 2,475 $324K
Founders Grove Wealth Partners, LLC 0.07% Add +18.5% 2,472 $324K
North Star Asset Management Inc. 0.01% Add +0.1% 2,471 $324K
Ellis Investment Partners, LLC 0.06% Reduce -10.3% 2,470 $323K
Cromwell Holdings LLC 0.18% No change 2,469 $323K
BayBridge Capital Group, LLC 0.20% No change 2,752 $323K
Intergy Private Wealth, LLC 0.09% Add +6.1% 2,462 $322K
Riverbend Wealth Management, LLC 0.20% Add +8.5% 2,462 $322K
Cambient Family Office, LLC 0.04% Add +43.8% 2,461 $322K
Balefire, LLC 0.06% Reduce -1.4% 2,457 $322K
COFG Advisors, LLC 0.08% Reduce -1.9% 2,451 $321K
FRG Family Wealth Advisors LLC 0.05% No change 2,450 $321K
Norris Perne & French LLP 0.02% Reduce -21.6% 2,444 $320K
FDx Advisors, Inc. 0.10% New 2,443 $320K
Capital Advantage, Inc. 0.04% Reduce -5.8% 2,439 $319K
Howard Wealth Management, LLC 0.13% Add +0.3% 2,435 $319K
Vicus Capital 0.02% New 2,432 $318K
Red Wave Investments LLC 0.09% No change 2,423 $317K
Krilogy Financial LLC 0.01% Reduce -0.8% 2,464 $317K
Piedmont Capital Management, LLC 0.21% Add +7.6% 2,420 $317K
Royal Capital Wealth Management, LLC 0.20% No change 2,416 $316K
Kraematon Investment Advisors, Inc. 0.26% Add +0.6% 2,414 $316K
First Financial Bankshares Inc 0.01% Add +1.4% 2,411 $316K
Apriem Advisors 0.03% No change 2,400 $314K
Total Clarity Wealth Management, Inc. 0.07% Add +0.6% 2,390 $313K
Strata Wealth Advisors, LLC 0.09% Reduce -8.8% 2,384 $312K
E Fund Management (Hong Kong) Co., Ltd. 0.14% Add +5566.7% 2,380 $312K
Miller Financial Services LLC 0.35% Add +0.1% 2,377 $311K
Hilltop National Bank 0.07% Add +15.1% 2,365 $310K
Curat Global, LLC 0.30% Add +0.1% 2,363 $309K
Seeds Investor LLC 0.04% Add +25.3% 2,383 $309K
Victory Financial Group, LLC 0.04% Add +18.1% 2,361 $309K
Patron Partners, LLC 0.14% Add +31.3% 2,352 $308K
Cottage Street Advisors LLC 0.13% Add +0.3% 2,351 $308K
New Hampshire Trust 0.06% Add +5.4% 2,349 $308K
Clark Financial Services Group Inc. 0.17% Add +5.0% 2,347 $307K
Cornerstone Management, Inc. 0.05% Add +0.1% 2,346 $307K
Xxi Wealth, LLC 0.17% Add +14.1% 2,341 $307K
Weatherly Asset Management L. P. 0.02% Add +0.2% 2,339 $306K
First United Bank & Trust 0.10% No change 2,327 $305K
Balance Wealth Partners LLC 0.09% Add +9.9% 2,323 $304K
Summit Wealth Group LLC / Co. 0.03% New 2,318 $304K
Gleason Group, Inc. 0.03% Add +0.8% 2,318 $303K
J. Team Financial, Inc. 0.34% Reduce -11.0% 2,316 $303K
Cardiff Park Advisors, LLC 0.02% New 2,316 $303K
Mirabella Financial Services LLP 0.03% New 2,313 $303K
M. Kraus & Co 0.09% No change 2,312 $303K
D'Orazio & Associates, Inc. 0.04% Reduce -22.5% 2,308 $302K
Pallas Capital Advisors LLC 0.01% Reduce -3.1% 2,308 $302K
Herold Advisors, Inc. 0.07% New 2,305 $302K
Legacy Wealth Partners, LLC 0.08% Reduce -2.2% 2,305 $302K
Peak Planning Group, LLC 0.08% Reduce -2.8% 2,304 $302K
Mainsail Asset Management, LLC 0.14% No change 2,301 $301K
City State Bank 0.08% No change 2,292 $300K
Warm Springs Advisors Inc. 0.25% No change 2,291 $300K
Guardian Investment Management 0.24% New 2,289 $300K
Kennebec Savings Bank 0.27% Add +0.2% 2,279 $298K
Towne Trust Company, N.A 0.10% Reduce -4.2% 2,274 $298K
Berkshire Asset Management LLC 0.01% Reduce -15.4% 2,272 $298K
KTF Investments, LLC 0.05% No change 2,270 $297K
GC Wealth Management RIA, LLC 0.01% Reduce -33.2% 2,270 $297K
Sigma Investment Counselors Inc. 0.02% Reduce -0.1% 2,270 $297K
Sovereign Investment Advisors, LLC 0.06% New 2,268 $297K
Capital City Trust Co. 0.07% Add +24.1% 2,265 $297K
Robertson Stephens Wealth Management, LLC 0.01% Add +5.9% 2,254 $295K
Central Bank & Trust Co. 0.05% No change 2,253 $295K
Van Cleef Asset Management,Inc 0.03% No change 2,249 $294K
Basecamp Wealth Advisors LLC 0.06% Reduce -0.2% 2,248 $294K
Stokes Family Office, LLC 0.03% Reduce -13.1% 2,244 $294K
Manske Wealth Management 0.08% Add +0.0% 2,243 $294K
Winthrop Advisory Group LLC 0.02% Reduce -17.5% 2,243 $294K
Reyes Financial Architecture, Inc. 0.24% Add +15.6% 2,241 $293K
Adkins Seale Capital Management LLC 0.29% No change 2,236 $293K
MKT Advisors LLC 0.10% Reduce -25.4% 2,220 $293K
Cultivar Capital, Inc. 0.19% No change 2,235 $293K
Sunflower Bank, N.A. 0.07% Reduce -0.8% 2,231 $292K
Capital Planning Advisors, LLC 0.04% Add +0.7% 2,231 $292K
Capital Asset Advisory Services LLC 0.01% Reduce -30.2% 2,281 $292K
OneAscent Family Office, LLC 0.20% New 2,219 $291K
Goldstein Advisors, LLC 0.03% Add +7.5% 2,217 $290K
Laurion Capital Management LP 0.03% New 2,209 $289K
Front Row Advisors LLC 0.10% Reduce -6.0% 2,202 $288K
Matrix Private Capital Group LLC 0.14% No change 2,201 $288K
Churchill Financial Advisors, LLC 0.06% New 2,200 $288K
CSS LLC 0.05% New 2,200 $288K
M.E. Allison & Co., Inc. 0.19% Add +0.1% 2,198 $288K
Buttonwood Financial Advisors Inc. 0.10% Reduce -2.2% 2,194 $287K
Stirlingshire Investments, Inc. 0.25% New 2,193 $287K
SHP Wealth Management 0.02% Add +4.1% 2,192 $287K
Joel Adams & Associates, Inc. 0.21% No change 2,189 $287K
Roble, Belko & Company, Inc 0.04% No change 2,182 $286K
Blossom Wealth Management 0.42% Add +0.4% 2,184 $286K
Klingman & Associates, LLC 0.01% Reduce -12.7% 2,184 $286K
Rockland Trust Co. 0.01% Add +0.5% 2,169 $284K
Tred Avon Family Wealth, LLC 0.09% Add +8.8% 2,166 $284K
Alhambra Investment Management LLC 0.13% Reduce -4.7% 2,159 $283K
Auxano Advisors, LLC 0.06% Add +0.4% 2,157 $282K
Alpha Zero LLC 0.14% New 2,155 $282K
Bailard, Inc. 0.01% Reduce -93.7% 2,155 $282K
Quest Investment Management LLC 0.03% Add +0.5% 2,146 $281K
CYBER HORNET ETFs LLC 0.18% Reduce -4.2% 2,137 $280K
Werba Rubin Papier Wealth Management 0.04% New 2,135 $280K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -8.1% 2,135 $280K
Severin Investments, LLC 0.24% Add +1.4% 2,129 $279K
Clearwater Capital Advisors, LLC 0.02% Reduce -1.5% 2,127 $279K
Tilia Fiduciary Partners, Inc. 0.15% Reduce -7.5% 2,126 $278K
Prelude Capital Management, LLC 0.02% New 2,116 $277K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% Reduce -2.2% 2,117 $277K
Signet Financial Management, LLC 0.03% Reduce -0.9% 2,113 $277K
Provident Wealth Management, LLC 0.08% No change 2,108 $276K
Essex Investment Management Co. LLC 0.04% Reduce -0.8% 2,105 $276K
Spartan Wealth Advisory Services LLC 0.02% — 2,103 $275K
Hazlett, Burt & Watson, Inc. 0.09% Add +3.2% 2,104 $275K
Partners Wealth Management, LLC 0.28% Reduce -0.1% 2,096 $274K
LaSalle St. Investment Advisors, LLC 0.04% Add +4.0% 2,094 $274K
Darwin Wealth Management, LLC 0.09% Add +0.7% 2,093 $274K
Patrick M Sweeney & Associates, Inc. 0.18% Add +0.1% 2,091 $274K
Crown Wealth Group, LLC 0.08% Add +10.6% 2,081 $272K
VestGen Investment Management 0.15% Add +1.7% 2,078 $272K
Peddock Capital Advisors, LLC 0.06% No change 2,075 $272K
Arkfeld Wealth Strategies, L.L.C. 0.09% Add +0.7% 2,118 $271K
Premier Private Wealth Management LLC 0.29% Reduce -8.8% 2,070 $271K
Clear Wave Wealth Management LLC 0.07% — 2,066 $271K
CPC Advisors, LLC 0.04% Reduce -96.2% 2,043 $268K
Ponta Wealth Partners, LLC 0.21% Reduce -0.1% 2,041 $267K
Commonwealth Retirement Investments LLC 0.08% No change 2,038 $267K
Jessup Wealth Management, Inc 0.10% Add +17.3% 2,033 $266K
TMB Capital Partners, LLC 0.09% Add +0.1% 2,029 $266K
Meramec Financial Planners, LLC 0.11% Add +0.2% 2,076 $265K
Golden Reserve Retirement LLC 0.05% New 2,027 $265K
Urban Wealth Management, LLC 0.27% New 2,025 $265K
Marietta Investment Partners LLC 0.05% No change 2,025 $265K
Legacy Private Trust Co. 0.02% No change 2,025 $265K
Beaumont Financial Advisors, LLC 0.02% Add +2.3% 2,023 $265K
MBE Wealth Management, LLC 0.11% New 2,022 $265K
William John Sempolinski 0.13% Add +13.5% 2,020 $264K
Rockbridge Investment Management, LCC 0.02% Add +4.8% 2,019 $264K
Transamerica Financial Advisors, LLC 0.02% Add +31.6% 2,017 $264K
Enclave Advisors LLC 0.04% Add +0.2% 2,017 $264K
Colonial River Investments, LLC 0.09% Reduce -19.2% 2,014 $264K
Phoenix Wealth Advisors 0.10% Add +2.9% 2,014 $264K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,013 $264K
Taylor Financial Group, Inc. 0.16% No change 2,009 $263K
Sentinel Trust Co. Lba 0.03% No change 2,006 $263K
Pioneer Trust Bank N A 0.06% Add +0.2% 2,004 $262K
Analyst IMS Investment Management Services Ltd. 0.01% Add +8.6% 1,999 $262K
Graver Capital Management, LLC 0.20% No change 2,000 $262K
Promethium Advisors,llc 0.14% No change 2,000 $262K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Reduce -9.2% 1,996 $261K
Eads & Heald Wealth Management 0.13% Reduce -3.2% 1,994 $261K
Kornitzer Capital Management Inc. 0.01% New 1,985 $260K
Commonwealth Financial Services, LLC 0.04% Add +3.8% 1,982 $259K
Atlantic Family Wealth, LLC 0.19% Reduce -0.1% 1,981 $259K
Chesapeake Wealth Management 0.08% New 1,977 $259K
World Equity Group, Inc. 0.07% Reduce -14.5% 1,976 $259K
MV Capital Management, Inc. 0.03% Add +1.4% 1,975 $259K
WealthTrust Asset Management, LLC 0.15% New 1,974 $259K
TrustBank 0.10% Reduce -1.3% 1,972 $258K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.7% 1,972 $258K
FSB Premier Wealth Management, Inc. 0.08% Reduce -3.3% 1,968 $258K
CarsonAllaria Wealth Management, Ltd. 0.13% Reduce -1.2% 1,963 $257K
Discipline Wealth Solutions, LLC 0.03% Add +4.7% 1,962 $257K
Providence First Trust Co 0.09% Reduce -24.0% 1,959 $257K
Cypress Asset Management Inc. 0.06% Add +5.4% 1,958 $256K
Washington Trust Advisors, Inc. 0.02% Reduce -21.8% 1,958 $256K
Wedge Capital Management L L P 0.00% Add +9.0% 1,958 $256K
IVC Wealth Advisors LLC 0.11% Add +13.8% 1,957 $256K
OneAscent Wealth Management LLC 0.08% Add +0.4% 1,953 $256K
Financial Consulate, Inc. 0.03% Add +0.5% 1,950 $255K
Canopy Partners, LLC 0.09% Add +75.0% 1,950 $255K
Frisch Financial Group, Inc. 0.05% New 1,949 $255K
Ferguson Shapiro LLC 0.08% No change 1,949 $255K
Fortis Capital Advisors, LLC 0.03% Reduce -1.1% 1,947 $255K
McLean Asset Management Corp 0.04% Add +1.0% 1,935 $253K
55 North Private Wealth, LLC 0.06% New 1,932 $253K
Keebeck Wealth Management 0.03% New 1,929 $253K
Eagle Strategies LLC 0.03% Add +2.3% 1,928 $252K
tru Independence LLC 0.12% Reduce -0.6% 1,928 $252K
Semus Wealth Partners LLC 0.14% Add +0.7% 1,917 $251K
Ewa, LLC 0.06% Reduce -8.8% 1,916 $251K
Landmark Wealth Management, LLC 0.07% New 1,916 $251K
Strategic Investment Solutions, Inc. 0.06% Reduce -3.9% 1,914 $251K
Physician Wealth Advisors, Inc. 0.03% Reduce -5.5% 1,914 $251K
Sunbeam Capital Management, LLC 0.14% Add +5.3% 1,911 $250K
Tower Wealth Partners, Inc. 0.14% Reduce -4.3% 1,910 $250K
Meridian Financial Advisors, LLC 0.14% No change 1,908 $250K
Fragasso Financial Advisors Inc 0.02% Add +8.3% 1,901 $250K
CrossGen Wealth, LLC 0.22% Reduce -1.6% 1,902 $249K
Burns J W & Co. Inc. 0.03% Reduce -27.4% 1,898 $249K
Armstrong, Fleming & Moore, Inc 0.11% No change 1,896 $248K
Everstar Asset Management, LLC 0.13% New 1,891 $248K
Meridian Wealth Partners, LLC 0.03% Add +1.6% 1,887 $247K
Silvant Capital Management LLC 0.01% No change 1,886 $247K
Allianz Asset Management GmbH 0.00% Reduce -88.4% 1,882 $246K
Advus Financial Partners, LLC 0.06% Reduce -11.7% 1,879 $246K
Planned Solutions, Inc. 0.08% No change 1,879 $246K
Leelyn Smith, LLC 0.03% Add +2.3% 1,877 $246K
Infinity Wealth Counsel, LLC 0.23% No change 1,877 $246K
Sharp Wealth Advisory, LLC 0.12% Add +4.5% 1,876 $246K
Financial Engines Advisors L.L.C. 0.00% New 1,872 $245K
Prosperity Financial Group, Inc. 0.09% New 1,863 $244K
Galvin, Gaustad & Stein, LLC 0.02% Add +0.1% 1,858 $243K
Johnson Bixby & Associates, LLC 0.03% New 1,857 $243K
FSM Wealth Advisors, LLC 0.03% New 1,853 $243K
Thoroughbred Financial Services, LLC 0.01% Reduce -6.6% 1,848 $242K
a16z Perennial Management, L.P. 0.02% No change 1,847 $242K
Charter Oak Capital Management, LLC 0.02% Add +0.4% 1,841 $241K
Blue Capital, Inc. 0.16% New 1,840 $241K
American Money Management, LLC 0.04% No change 1,839 $241K
Patton Fund Management, Inc. 0.04% No change 1,837 $241K
Legacy Edge Advisors, LLC 0.03% Reduce -7.5% 1,837 $241K
Tradewinds Capital Management, LLC 0.05% No change 1,835 $240K
Tranquility Partners, LLC 0.09% No change 1,833 $240K
Hobart Private Capital, LLC 0.05% Reduce -1.9% 1,831 $240K
Sentry LLC 0.08% Reduce -0.6% 1,822 $239K
Wright Wealth LLC 0.16% Reduce -9.5% 1,820 $238K
Weaver Consulting Group 0.06% Reduce -1.8% 1,818 $238K
J.P. Marvel Investment Advisors, LLC 0.03% No change 1,811 $237K
Annex Advisory Services, LLC 0.00% Reduce -9.6% 1,805 $236K
Schonfeld Strategic Advisors LLC 0.00% Reduce -51.0% 1,802 $236K
Smith Partners Wealth Management, LLC 0.21% Reduce -18.7% 1,800 $236K
Revere Asset Management, Inc 0.12% No change 1,800 $236K
DV Trading LLC 0.02% Add +253.6% 1,800 $236K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -7.0% 1,800 $236K
Elevation Advisory Partners LLC 0.22% — 1,959 $236K
Second Half Financial Partners, LLC 0.11% Reduce -5.8% 1,799 $236K
Safeguard Investment Advisory Group, LLC 0.07% Add +3.0% 1,799 $236K
GGM Financial LLC 0.11% Add +47.7% 1,797 $235K
Liberty Wealth Management LLC 0.03% Reduce -13.1% 1,791 $235K
Chung Wu Investment Group, LLC 0.20% Reduce -11.3% 1,790 $234K
Plancorp, LLC 0.01% Reduce -3.6% 1,776 $234K
Family Legacy Financial Solutions, LLC 0.19% Reduce -27.3% 1,787 $234K
Tritonpoint Wealth, LLC 0.03% Add +1.7% 1,787 $234K
Charter Research & Investment Group, Inc. 0.16% No change 1,781 $233K
Mattern Wealth Management LLC 0.05% No change 1,780 $233K
Eagle Capital Management, LLC 0.09% No change 1,781 $233K
Wellspring Financial Advisors, LLC 0.02% Reduce -24.6% 1,779 $233K
Nemes Rush Group LLC 0.02% Add +22.9% 1,779 $233K
Richwood Investment Advisors, LLC 0.18% Add +5.3% 1,775 $232K
Kagan Cocozza Asset Management 0.16% Reduce -0.3% 1,775 $232K
Old National Bancorp 0.00% Reduce -3.5% 1,775 $232K
Norman Fields, Gottscho Capital Management, LLC 0.08% New 1,774 $232K
Moody Aldrich Partners LLC 0.04% No change 1,772 $232K
Black Diamond Financial, LLC 0.03% Add +0.4% 1,769 $232K
Regatta Capital Group, LLC 0.04% Add +0.6% 1,767 $231K
Waldron Private Wealth LLC 0.01% New 1,766 $231K
Joule Financial, LLC 0.07% Reduce -22.9% 1,765 $231K
IFS Group,LLC 0.21% — 1,763 $231K
Elevation Wealth Partners, LLC 0.08% No change 1,762 $231K
Redwood Wealth Management Group, LLC 0.10% Reduce -1.3% 1,760 $230K
TCI Wealth Advisors, Inc. 0.01% Reduce -10.3% 1,760 $230K
Compass Wealth Management, LLC 0.10% No change 1,759 $230K
Beacon Wealthcare LLC 0.08% New 1,757 $230K
Nordwand Advisors, LLC 0.04% No change 1,755 $230K
Newman Dignan & Sheerar, Inc. 0.05% Add +2.0% 1,753 $230K
bLong Financial, LLC 0.17% No change 1,751 $229K
Kieckhefer Group LLC 0.11% No change 1,748 $229K
Bender Robert & Associates 0.05% No change 1,748 $229K
Hughes Financial Services, LLC 0.04% Add +0.7% 1,744 $228K
Fortitude Advisory Group L.L.C. 0.10% Add +0.7% 1,744 $228K
Hilltop Wealth Advisors, LLC 0.14% New 1,742 $228K
Foster & Motley Inc. 0.01% New 1,738 $228K
Country Trust Bank 0.00% Reduce -5.8% 1,740 $228K
Brighton Securities Corp. 0.11% Reduce -1.9% 1,735 $227K
Wingate Wealth Advisors, Inc. 0.12% No change 1,733 $227K
Old Second National Bank of Aurora 0.05% No change 1,726 $226K
First Financial Corp. 0.09% Reduce -2.8% 1,720 $225K
Wilkins Miller Wealth Management, LLC 0.14% Add +0.3% 1,718 $225K
Walsky Investment Management, Inc. 0.23% No change 1,707 $224K
Bullock Wealth Management Group 0.11% Reduce -2.0% 1,707 $223K
S Harris Financial Group, LLC 0.20% Reduce -3.6% 1,706 $223K
Saxon Interests, Inc. 0.08% Reduce -3.5% 1,702 $223K
BNB Wealth Management, LLC 0.14% New 1,702 $223K
Goelzer Investment Management, Inc. 0.01% New 1,701 $223K
Alteri Wealth LLC 0.07% Reduce -1.0% 1,701 $223K
Warren Street Wealth Advisors, LLC 0.06% Reduce -1.8% 1,698 $222K
F/m Investments LLC 0.01% Reduce -35.7% 1,697 $222K
O'Domhnaill Enterprises, Inc. 0.18% Add +4350.0% 1,691 $221K
Fairscale Capital, LLC 0.15% No change 1,691 $221K
Old Mission Investment Co LLC 0.05% New 1,689 $221K
Rather & Kittrell, Inc. 0.03% Reduce -2.1% 1,686 $221K
Eagle Rock Investment Company, LLC 0.03% New 1,685 $221K
LVZ, Inc. 0.03% New 1,681 $220K
Peak Retirement Planning, Inc. 0.04% New 1,680 $220K
Ellenbecker Investment Group 0.03% New 1,678 $220K
Johnson Financial Group, Inc. 0.01% Reduce -5.2% 1,676 $219K
Stonebridge Financial Group, LLC / MO 0.19% Reduce -2.2% 1,676 $219K
Spartan Planning & Wealth Management 0.16% New 1,675 $219K
GAMCO Investors 0.00% New 1,674 $219K
Philip James Wealth Mangement, LLC 0.03% Reduce -6.3% 1,673 $219K
Hopwood Nicholas Hunter 0.07% New 1,673 $219K
Florida Financial Advisors, LLC 0.05% New 1,669 $219K
Schrum Private Wealth Management LLC 0.17% New 1,672 $219K
Bluedoor Private Wealth, LLC 0.10% Reduce -6.1% 1,668 $218K
Allianz SE 0.00% No change 1,666 $218K
Compass Ion Advisors, LLC 0.02% Reduce -6.3% 1,665 $218K
MRA Advisory Group 0.09% New 1,665 $218K
Wealth Management Nebraska 0.02% New 1,661 $218K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% New 1,657 $217K
Strathmore Capital Advisors, Inc. 0.06% New 1,706 $217K
Caliber Wealth Management, LLC / KS 0.02% New 1,656 $217K
Good Harbor Advisors, Inc. 0.24% New 1,655 $217K
Mirador Capital Partners LP 0.03% New 1,653 $216K
Granite Harbor Advisors, Inc. 0.09% New 1,652 $216K
SkyOak Wealth, LLC 0.04% New 1,652 $216K
Barrett & Company, Inc. 0.07% No change 1,651 $216K
TSG Advice Partners, LLC 0.03% New 1,635 $214K
Altar Rock LLC 0.25% New 1,632 $214K
Crew Capital Management, Ltd 0.14% Reduce -10.9% 1,631 $214K
McIlrath & Eck, LLC 0.02% Add +6.2% 1,630 $213K
SPWM Advisors LLC 0.19% Reduce -12.3% 1,706 $213K
Chancellor Financial Group WB LP 0.15% New 1,628 $213K
MeadowBrook Investment Advisors LLC 0.19% Add +11.3% 1,628 $213K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,627 $213K
Ruggiero Investments, Inc. 0.21% Reduce -5.8% 1,626 $213K
ForthRight Wealth Management, LLC 0.06% New 1,625 $213K
Tempo Wealth, LLC 0.04% New 1,624 $213K
Traveka Wealth, LLC 0.08% New 1,622 $212K
First American Trust, FSB 0.01% New 1,621 $212K
Alternative Investment Advisors, LLC. 0.09% Reduce -7.2% 1,620 $212K
Demars Financial Group, LLC 0.07% New 1,616 $212K
Cadent Capital Advisors, LLC 0.06% New 1,612 $211K
Medallion Wealth Advisors, LLC 0.07% Add +1.4% 1,611 $211K
Koss-Olinger Consulting, LLC 0.02% Reduce -28.4% 1,611 $211K
Brookwood Investment Group LLC 0.03% Reduce -32.4% 1,609 $211K
Sand Hill Global Advisors, LLC 0.01% New 1,609 $211K
Northeast Investment Management 0.01% New 1,605 $210K
Fusion Capital, LLC 0.06% New 1,603 $210K
Arbor Wealth Advisors LLC 0.15% New 1,602 $210K
Pinion Investment Advisors, LLC 0.05% Reduce -14.2% 1,602 $210K
Marin Bay Wealth Advisors, LLC 0.13% Add +50.8% 2,754 $210K
Johnson Financial Group, LLC 0.01% New 1,598 $209K
180 Wealth Advisors, LLC 0.02% New 1,596 $209K
Slagle Financial, LLC 0.07% New 1,593 $209K
Zhang Financial LLC 0.01% New 1,591 $208K
Private Client Services, LLC 0.06% New 1,589 $208K
Community Trust & Investment Co. 0.01% New 1,589 $208K
A. D. Beadell Investment Counsel, Inc. 0.13% New 1,590 $208K
American Trust 0.02% New 1,587 $208K
Strategies Wealth Advisors, LLC 0.02% New 1,583 $207K
Valley National Advisers Inc. 0.03% Add +7.9% 1,582 $207K
Hamilton Capital, LLC 0.01% New 1,572 $206K
Beacon Financial Advisory LLC 0.05% New 1,571 $206K
GreatBanc Trust CO 0.14% Reduce -35.2% 1,570 $206K
Americana Partners, LLC 0.01% Reduce -9.8% 1,570 $206K
Founders Financial Securities LLC 0.01% New 1,537 $204K
Waller Financial Planning Group, Inc. 0.04% New 1,552 $203K
Nicholson Wealth Management Group, LLC 0.12% Reduce -21.8% 1,549 $203K
Stewardship Advisors, LLC 0.05% New 1,547 $203K
Stokes Capital Advisors, LLC 0.05% New 1,544 $202K
Palladiem, LLC 0.19% Add +0.3% 1,519 $202K
LBMC Investment Advisors, LLC 0.01% Reduce -42.8% 1,541 $202K
Client 1ST Advisory Group, LLC 0.06% Reduce -13.2% 1,541 $202K
Capstone Wealth Management Group LLC 0.12% New 1,538 $201K
Trek Financial, LLC 0.01% New 1,538 $201K
Glass Wealth Management Co LLC 0.08% New 1,535 $201K
Verisail Partners, LLC 0.08% New 1,533 $201K
West Branch Capital LLC 0.05% Reduce -5.7% 1,531 $200K
J.M. Arbour, LLC 0.19% New 1,530 $200K
Alpha Family Trust 0.10% New 1,530 $200K
TCTC Holdings, LLC 0.01% Reduce -20.8% 1,528 $200K
Guinness Asset Management LTD 0.00% Add +54.1% 1,516 $199K
Morse Asset Management, Inc 0.04% No change 1,500 $196K
Wall Street Financial Group, Inc. 0.12% New 1,489 $195K
Axiom Investment Management LLC 0.15% — 1,472 $193K
Longview Financial Advisors, Inc. 0.12% New 1,466 $192K
Scarborough Advisors, LLC 0.02% Reduce -10.9% 1,464 $192K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% Reduce -21.7% 1,449 $190K
IMG Wealth Management, Inc. 0.12% Reduce -12.1% 1,440 $189K
Center for Financial Planning, Inc. 0.02% Reduce -2.4% 1,438 $188K
Richards, Merrill & Peterson, Inc. 0.07% Reduce -7.6% 1,428 $187K
Bayforest Capital Ltd 0.21% Add +14.7% 1,419 $186K
Addison Advisors LLC 0.04% Add +5.5% 1,407 $184K
Beacon Financial Strategies CORP 0.10% No change 1,402 $184K
Vision Financial Markets LLC 0.18% No change 1,395 $183K
Vestor Capital, LLC 0.01% Reduce -97.3% 1,385 $181K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +24.8% 1,382 $181K
Hager Investment Management Services, LLC 0.10% Reduce -6.1% 1,375 $180K
Whipplewood Advisors, LLC 0.09% Add +37.0% 1,359 $178K
Knuff & Co LLC 0.05% Reduce -52.5% 1,358 $178K
Fortitude Family Office, LLC 0.04% Add +2.3% 1,357 $178K
Princeton Global Asset Management LLC 0.03% Add +0.7% 1,357 $178K
Atwood & Palmer Inc. 0.01% No change 1,348 $177K
Kimelman & Baird, LLC 0.01% No change 1,332 $174K
Godfrey Financial Associates, Inc. 0.15% No change 1,327 $174K
Hollencrest Capital Management 0.01% No change 1,317 $172K
Holos Integrated Wealth LLC 0.08% No change 1,271 $168K
New England Capital Financial Advisors LLC 0.05% No change 1,269 $166K
Coastline Trust Co 0.02% Add +15.1% 1,266 $166K
Root Financial Partners, LLC 0.01% Add +98.7% 1,256 $164K
Global Trust Asset Management, LLC 0.06% Add +24.2% 1,249 $164K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $161K
S.A. Mason LLC 0.06% No change 1,215 $159K
Purpose Unlimited Inc. 0.01% Reduce -2.5% 1,186 $155K
Cutler Capital Management, LLC 0.05% No change 1,183 $155K
Smallwood Wealth Investment Management, LLC 0.08% No change 1,172 $154K
Bravera Wealth 0.07% Add +0.5% 1,154 $151K
Walleye Capital LLC 0.00% Reduce -98.2% 1,143 $150K
GHP Investment Advisors, Inc. 0.01% Add +24.4% 1,136 $149K
Westside Investment Management, Inc. 0.02% No change 1,116 $147K
WFA of San Diego, LLC 0.11% No change 1,087 $142K
Capital Advisors, Ltd. LLC 0.02% Add +12.3% 1,066 $140K
Webster Bank, N. A. 0.01% No change 1,059 $139K
Acumen Wealth Advisors, LLC 0.04% Add +0.8% 1,048 $137K
Miller Capital Partners, Inc. 0.07% No change 1,030 $135K
Piscataqua Savings Bank 0.09% No change 1,029 $135K
Avanza Fonder AB 0.00% Add +10.8% 1,028 $135K
Dakota Community Bank & Trust NA 0.45% Reduce -1.1% 1,026 $134K
Aventura Private Wealth, LLC 0.05% Add +5.2% 1,018 $133K
Copia Wealth Management 0.09% No change 1,017 $133K
Howard Capital Management Group, LLC 0.01% Reduce -3.3% 1,013 $133K
Private Wealth Asset Management, LLC 0.01% Reduce -31.9% 1,008 $132K
Wealth Preservation Advisors, LLC 0.11% Reduce -27.6% 1,000 $131K
Prosperity Bancshares Inc 0.10% Reduce -29.0% 970 $127K
Catalyst Capital Advisors LLC 0.00% Reduce -5.9% 951 $125K
SJS Investment Consulting Inc. 0.02% Add +19.2% 949 $124K
Southern Michigan Bank & Trust 0.05% — 947 $124K
Bangor Savings Bank 0.01% Reduce -3.7% 933 $122K
Asset Dedication, LLC 0.01% Reduce -4.5% 932 $122K
Summit Securities Group LLC 0.06% Reduce -74.6% 928 $122K
C M Bidwell & Associates Ltd. 0.06% Reduce -1.6% 926 $121K
JPL Wealth Management, LLC 0.03% New 913 $120K
Byrne Asset Management LLC 0.07% Reduce -10.8% 908 $119K
Missouri Trust & Investment Co 0.03% Reduce -13.0% 892 $117K
Bayban 0.10% Reduce -79.9% 886 $116K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 880 $115K
Key Financial Inc 0.02% No change 876 $115K
Measured Wealth Private Client Group, LLC 0.03% No change 865 $113K
Pacifica Partners Inc. 0.04% Reduce -6.6% 855 $112K
GW&K Investment Management, LLC 0.00% Reduce -1.3% 851 $111K
Coston, McIsaac & Partners 0.02% Reduce -5.0% 828 $108K
TOWER TRUST & INVESTMENT Co 0.07% No change 819 $107K
WPG Advisers, LLC 0.08% Reduce -22.3% 811 $106K
Global Wealth Strategies & Associates 0.03% No change 807 $106K
Louisbourg Investments Inc. 0.02% No change 800 $105K
Avalon Trust Co 0.01% New 800 $105K
Plato Investment Management Ltd 0.01% New 795 $104K
First Pacific Financial 0.01% Reduce -31.9% 794 $104K
Plante Moran Financial Advisors, LLC 0.01% Reduce -21.9% 792 $104K
True Link Financial Advisors, LLC 0.01% New 780 $102K
N.E.W. Advisory Services LLC 0.01% Add +209.2% 773 $101K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $100K
Kilter Group LLC 0.04% Add +432.4% 756 $99K
Trust Co 0.01% Add +54.8% 746 $98K
Twin Peaks Wealth Advisors, LLC 0.02% New 722 $95K
Luken Investment Analytics, LLC 0.04% Reduce -0.7% 721 $94K
LRI Investments, LLC 0.01% Reduce -1.0% 716 $94K
Investment Research & Advisory Group, Inc. 0.03% Reduce -7.8% 649 $92K
True Wealth Design, LLC 0.03% Add +484.8% 690 $90K
Beaird Harris Wealth Management, LLC 0.01% Reduce -16.9% 690 $90K
Wellington-Altus USA Inc. 0.05% Add +46.2% 699 $88K
PFS Partners, LLC 0.04% No change 674 $88K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $87K
Fairway Wealth LLC 0.02% Add +2556.0% 664 $87K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $83K
Keating Financial Advisory Services, Inc. 0.01% Reduce -0.9% 633 $83K
Wellington Shields Capital Management, LLC 0.01% No change 630 $82K
Gen-Wealth Partners Inc 0.03% Add +13.9% 623 $82K
Sachetta, LLC 0.04% Add +3.2% 621 $81K
Investors Research Corp 0.01% No change 600 $79K
Evolution Wealth Management Inc. 0.06% Add +172.0% 593 $78K
1248 Management, LLC 0.04% No change 587 $77K
IFG Advisory, LLC 0.22% Reduce -98.6% 578 $76K
Basepoint Wealth LLC 0.04% Add +0.5% 571 $75K
Fortis Group Advisors, LLC 0.01% No change 570 $75K
Murphy & Mullick Capital Management Corp 0.05% Add +0.4% 563 $74K
Centerpoint Advisors, LLC 0.02% No change 553 $72K
Hartford Financial Management Inc. 0.02% Reduce -15.3% 544 $71K
Flagship Wealth Advisors, LLC 0.03% No change 563 $66K
Perkins Coie Trust Co 0.01% No change 507 $66K
Western Pacific Wealth Management, LP 0.07% No change 504 $66K
Lummis Asset Management, LP 0.04% No change 500 $65K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $65K
Hoey Investments, Inc. 0.01% Add +25.0% 500 $65K
Cherry Tree Wealth Management, LLC 0.01% Add +0.8% 500 $65K
BankPlus Trust Department 0.02% No change 494 $65K
Boyd Watterson Asset Management LLC 0.02% No change 479 $63K
Pin Oak Investment Advisors Inc. 0.04% Add +12.0% 467 $61K
Destiny Wealth Partners, LLC 0.01% New 463 $61K
Bruce G. Allen Investments, LLC 0.04% Reduce -17.8% 462 $60K
Synergy Investment Management, LLC 0.02% New 457 $60K
Horrell Capital Management, Inc. 0.03% Add +4.9% 450 $59K
Tsfg, LLC 0.01% No change 446 $58K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -2.7% 431 $56K
Cornerstone Planning Group LLC 0.01% Add +54.9% 429 $55K
Motco 0.01% Reduce -20.0% 417 $55K
LGT Financial Advisors LLC 0.28% Reduce -28.2% 412 $54K
Monetary Solutions, Ltd 0.05% No change 401 $53K
Delta Asset Management LLC 0.00% No change 401 $53K
Advantage Trust Co 0.02% No change 399 $52K
Key Capital Management, INC 0.03% No change 393 $51K
Obsidian Cio, LLC 0.04% Add +37.0% 381 $50K
Legacy Wealth Managment, LLC 0.02% Add +16.1% 376 $49K
Bellevue Asset Management, LLC 0.02% Add +0.3% 374 $49K
Kelleher Financial Advisors 0.01% Reduce -42.1% 413 $49K
Abound Wealth Management 0.01% Add +32.9% 372 $49K
Midwest Capital Advisors, LLC 0.02% No change 370 $48K
Frazier Financial Advisors, LLC 0.03% Add +168.6% 368 $48K
Covestor Ltd 0.03% Reduce -24.3% 368 $48K
Walsh & Associates, LLC 0.05% No change 362 $47K
Chilton Capital Management LLC 0.00% Reduce -36.6% 355 $46K
TFC Financial Management, Inc. 0.01% No change 353 $46K
First Community Trust NA 0.03% No change 348 $46K
Redwood Park Advisors LLC 0.03% Add +0.9% 345 $45K
1620 Investment Advisors, Inc. 0.03% Reduce -4.3% 338 $44K
Owl Creek Wealth Partners LLC 0.02% — 337 $44K
Ballast Advisors LLC 0.01% New 334 $44K
Cornerstone National Bank & Trust Co 0.02% Reduce -31.6% 333 $44K
Canton Hathaway, LLC 0.01% No change 331 $43K
DHJJ Financial Advisors, Ltd. 0.01% Add +96.4% 324 $42K
FWL Investment Management, LLC 0.01% Reduce -34.5% 324 $42K
Abound Financial, LLC 0.02% No change 323 $42K
Kemnay Advisory Services Inc. 0.01% Reduce -31.5% 313 $41K
Cornerstone Financial Management LLC 0.04% Add +30.5% 312 $41K
Tidemark, LLC 0.01% No change 310 $41K
Bare Financial Services, Inc 0.01% Add +6.9% 309 $40K
Advocate Investing Services LLC 0.03% Add +0.7% 308 $40K
CGC Financial Services, LLC 0.01% No change 308 $40K
Joseph Group Capital Management 0.01% Add +77.5% 307 $40K
Prestige Wealth Management Group LLC 0.01% Add +5.9% 304 $40K
Nova Wealth Management, Inc. 0.03% Reduce -13.7% 302 $40K
Peck Wealth Management, LLC 0.04% No change 300 $39K
Chapman Financial Group, LLC 0.03% Reduce -54.3% 299 $39K
Millstone Evans Group, LLC 0.02% Add +53.1% 297 $39K
Dynamic Wealth Strategies, LLC 0.02% New 294 $38K
McGuire Capital Advisors Inc. 0.02% Add +1.0% 293 $38K
Ares Financial Consulting, LLC 0.03% Add +44.5% 289 $38K
Vermillion Wealth Management, Inc. 0.01% Add +15.2% 288 $38K
Private Wealth Management Group, LLC 0.01% No change 286 $37K
Avion Wealth 0.01% Add +11.4% 283 $37K
IAG Wealth Partners, LLC 0.00% Add +154.6% 275 $36K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 274 $36K
Evergreen Advisors, LLC 0.01% New 272 $36K
Access Investment Management LLC 0.01% No change 262 $34K
Olistico Wealth, LLC 0.02% Reduce -20.3% 260 $34K
Highline Wealth Partners LLC 0.01% Add +47.1% 256 $34K
Lodestone Wealth Management LLC 0.01% No change 254 $33K
Activest Wealth Management 0.01% Add +301.6% 253 $33K
Winch Advisory Services, LLC 0.01% Add +0.8% 253 $33K
CoreFirst Bank & Trust 0.02% No change 252 $33K
Financial Freedom, LLC 0.02% Add +28.6% 247 $32K
Lipe & Dalton 0.02% No change 243 $32K
Wellington Grp LLC 0.01% Reduce -7.1% 234 $31K
Noble Wealth Management PBC 0.02% No change 233 $31K
JNBA Financial Advisors 0.00% No change 223 $29K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 222 $29K
Dorato Capital Management 0.02% No change 216 $28K
KERR FINANCIAL PLANNING Corp 0.02% Add +0.9% 223 $28K
Bell Investment Advisors, Inc 0.00% Reduce -16.7% 215 $28K
Financial Network Wealth Advisors LLC 0.03% Reduce -3.2% 213 $28K
SOA Wealth Advisors, LLC. 0.01% Reduce -0.5% 207 $27K
GoalVest Advisory LLC 0.01% Reduce -70.9% 205 $27K
NorthAvenue LLC 0.02% Reduce -2.9% 200 $26K
Dunhill Financial, LLC 0.01% Add +3.1% 198 $26K
S&T Bank 0.01% No change 196 $26K
Proathlete Wealth Management LLC 0.01% No change 195 $26K
DT Investment Partners, LLC 0.00% No change 190 $25K
American Capital Advisory, LLC 0.01% Add +2.2% 187 $24K
MPWM Advisory Solutions, LLC 0.01% No change 187 $24K
Main Street Group, LTD 0.01% New 186 $24K
Ascentis Wealth Management, LLC 0.01% No change 185 $24K
Financial Connections Group, Inc. 0.01% No change 187 $24K
1 North Wealth Services LLC 0.01% No change 183 $24K
Pension & Wealth Management Advisors, Inc. 0.01% No change 183 $24K
Triumph Capital Management 0.00% Reduce -21.2% 182 $24K
Vanguard National Trust Co 0.00% — 181 $24K
CDKV Holdings LLC 0.02% No change 178 $23K
Blueline Advisors LLC 0.02% Add +3.5% 176 $23K
Raffa Wealth Management, LLC 0.00% Add +15.8% 176 $23K
Mascoma Wealth Management LLC 0.00% Reduce -0.6% 175 $23K
Valley Wealth Managers, Inc. 0.00% No change 171 $22K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 168 $22K
Signature Resources Capital Management, LLC 0.01% No change 169 $22K
Ankerstar Wealth, LLC 0.02% Reduce -7.7% 168 $22K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Add +2285.7% 167 $22K
Caitlin John, LLC 0.01% Add +43.1% 166 $22K
High Note Wealth, LLC 0.00% Add +16.7% 161 $21K
Wiser Advisor Group LLC 0.03% Add +0.6% 160 $21K
Orion Capital Management LLC 0.01% No change 159 $21K
Robinswood Financial LLC 0.01% Add +0.7% 156 $20K
Leo H. Evart, Inc. 0.02% — 156 $20K
IFS Advisors, LLC 0.01% New 154 $20K
Toth Financial Advisory Corp. 0.00% Reduce -57.0% 151 $20K
Marquette Asset Management, LLC 0.00% New 150 $20K
Richard W. Paul & Associates, LLC 0.01% No change 149 $20K
Essential Partners LLC 0.01% Reduce -10.8% 149 $20K
Wilkerson Advisory Group LLC 0.01% Add +69.8% 146 $19K
SWAN Capital LLC 0.01% Reduce -28.0% 144 $19K
Ramirez Asset Management, Inc. 0.00% No change 144 $19K
Central Pacific Bank - Trust Division 0.00% New 140 $18K
Innovative Asset Advisors Group, LLC 0.01% — 136 $18K
Gill Capital Partners, LLC 0.01% New 135 $18K
Financial Gravity Asset Management, Inc. 0.00% New 134 $18K
ESL Trust Services, LLC 0.00% No change 131 $17K
EFG International AG 0.00% Add +29.0% 129 $17K
SIMA Wealth Partners, LLC 0.01% Reduce -50.0% 129 $17K
Sfam, LLC 0.02% No change 129 $17K
TD Capital Management LLC 0.00% Reduce -33.5% 121 $16K
Chesapeake Asset Management LLC 0.01% No change 119 $16K
Protective Life Corp. 0.05% New 116 $15K
Sankala Group LLC 0.01% No change 112 $15K
Park Square Financial Group, LLC 0.11% Reduce -28.1% 110 $14K
Acima Private Wealth, LLC 0.00% No change 110 $14K
J.Safra Asset Management Corp 0.00% No change 110 $14K
Red Tortoise LLC 0.01% No change 109 $14K
Imprint Wealth LLC 0.06% No change 107 $14K
Core Alternative Capital 0.00% No change 104 $14K
Comprehensive Financial Planning, Inc. 0.01% No change 104 $14K
Davis Capital Management 0.01% Add +12.1% 102 $13K
WealthCollab, LLC 0.01% No change 102 $13K
General Partner, Inc. 0.01% No change 101 $13K
Trask Adam Roland 0.01% — 100 $13K
Graney & King, LLC 0.01% No change 100 $13K
Miller Wealth Advisors, LLC 0.01% No change 100 $13K
SRH Advisors, LLC 0.00% Reduce -35.5% 100 $13K
Lavaca Capital LLC 0.00% No change 100 $13K
Elevated Capital Advisors, LLC 0.00% Reduce -17.5% 99 $13K
Guinness Atkinson Asset Management Inc 0.01% No change 93 $12K
Entrust Financial LLC 0.01% No change 91 $12K
Rachor Investment Advisory Services, LLC 0.01% No change 87 $11K
Burk Holdings LLC 0.00% New 86 $11K
Rakuten Securities, Inc. 0.00% Reduce -47.9% 86 $11K
North Ridge Wealth Advisors, Inc. 0.01% New 84 $11K
Portus Wealth Advisors, LLC 0.01% New 84 $11K
Lloyd Advisory Services, LLC. 0.00% Reduce -97.0% 84 $11K
Kingdom Financial Group LLC. 0.00% Reduce -70.3% 84 $11K
Magnolia Wealth Management, LLC 0.01% New 80 $10K
Thompson Investment Management, Inc. 0.00% Add +81.8% 80 $10K
Brown, Lisle/Cummings, Inc. 0.00% New 79 $10K
Maseco LLP 0.00% Reduce -16.1% 78 $10K
Birchwood Financial Partners, Inc. 0.01% No change 78 $10K
Cedar Mountain Advisors, LLC 0.00% No change 75 $10K
Investors Portfolio Services LLC 0.01% Add +5.7% 74 $10K
Aspect Partners, LLC 0.00% No change 73 $10K
Bay Harbor Wealth Management, LLC 0.00% Add +47.9% 71 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -75.0% 70 $9K
IMA Advisory Services, Inc. 0.00% Add +21.4% 68 $9K
Clark Wealth Partners 0.01% Add +34.0% 67 $9K
Hurley Capital, LLC 0.00% New 66 $9K
Seneschal Advisors, LLC 0.01% No change 65 $9K
MRP Capital Investments, LLC 0.01% No change 63 $8K
Penserra Capital Management LLC 0.00% No change 66 $8K
Valued Wealth Advisors LLC 0.00% Add +375.0% 57 $8K
Stone House Investment Management, LLC 0.00% No change 55 $7K
Ironwood Wealth Management, Inc. 0.00% New 54 $7K
Davis Asset Management, L.P. 0.00% New 54 $7K
Granite FO LLC 0.00% No change 50 $7K
Ameliora Wealth Management Ltd. 0.00% No change 50 $7K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 47 $6K
Principia Wealth Advisory, LLC 0.00% Add +15.0% 46 $6K
Ogorek Anthony Joseph /NY/ 0.00% Add +15.6% 52 $6K
Rialto Wealth Management, LLC 0.00% Add +79.2% 43 $6K
Transce3nd, LLC 0.05% Reduce -14.0% 43 $6K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -66.9% 43 $6K
Clean Yield Group 0.00% No change 42 $5K
Greykasell Wealth Strategies, Inc. 0.00% New 41 $5K
Carolina Wealth Advisors, LLC 0.00% No change 40 $5K
Centiva Capital, LP 0.00% New 40 $5K
HighMark Wealth Management LLC 0.00% No change 37 $5K
PayPay Securities Corp 0.16% Reduce -18.6% 35 $5K
Consultiva Wealth Management, Corp. 0.01% No change 34 $4K
WestEnd Advisors, LLC 0.00% Reduce -61.8% 34 $4K
Mosley Wealth Management 0.00% New 33 $4K
Team Financial Group, LLC 0.00% No change 31 $4K
JDM Financial Group LLC 0.00% No change 30 $4K
Intentional Wealth Strategies, LLC 0.00% — 28 $4K
Clayton Financial Group LLC 0.00% No change 26 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $3K
1015 Capital Partners, LLC 0.00% Add +9.1% 24 $3K
Arlington Trust Co LLC 0.00% New 24 $3K
Harvest Fund Management Co., Ltd 0.00% No change 23 $3K
Quaker Wealth Management, LLC 0.00% Reduce -47.6% 22 $3K
Operose Advisors LLC 0.00% New 22 $3K
Atlas Capital Advisors Inc. 0.00% Add +200.0% 21 $3K
Torren Management, LLC 0.00% Reduce -97.7% 19 $2K
Osbon Capital Management LLC 0.00% No change 16 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 16 $2K
Minot DeBlois Advisors LLC 0.00% Reduce -40.0% 15 $2K
Curio Wealth, LLC 0.00% Reduce -11.8% 15 $2K
DecisionPoint Financial, LLC 0.00% Reduce -64.1% 14 $2K
Napier Financial, LLC 0.00% New 13 $2K
Anfield Capital Management, LLC 0.00% Reduce -96.8% 12 $2K
Picton Mahoney Asset Management 0.00% No change 10 $1K
TopTier Wealth Management, LLC 0.00% New 9 $1K
Strengthening Families & Communities, LLC 0.00% Reduce -55.6% 8 $1K
Breakwater Investment Management 0.00% New 8 $1K
Phillip James Consulting Co. 0.00% New 7 $1K
Strive Financial Group ,LLC 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $917
Y.D. More Investments Ltd 0.00% Add +10.3% 2,031 $840
3 Factor Indexing, LLC 0.00% — 4 $524
Nvest Wealth Strategies, Inc. 0.00% New 4 $524
Retirement Wealth Solutions LLC 0.00% New 1 $131
Meeder Asset Management Inc. 0.00% Reduce -99.7% 1 $131

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