Duke EnergyDUK

13F holders, Q2 2026 (June 30)
2,489holders +6
140new positions
132sold out
9famous investors
$126.63avg. 13F price*

At the end of Q2 2026, 2,489 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 6 from Q1 2026. 140 opened new positions and 132 sold out. The largest holders were BlackRock, Inc. ($8.9B), Vanguard Capital Management LLC ($6.4B) and State Street Corp. ($5.7B). 9 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions140$290.4M
Exits132$214.2M

All 13F filers, Q1 2026 → Q2 2026: 21,766,067 shares bought and 19,250,119 shares sold, net +2,515,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,489 holders

BlackRock, Inc. 0.13% Add +1.8% 70,543,988 $8.9B
Vanguard Capital Management LLC 0.14% Add +0.6% 50,837,658 $6.4B
State Street Corp. 0.17% Add +0.9% 44,953,588 $5.7B
Geode Capital Management, LLC 0.14% Add +1.6% 20,367,382 $2.6B
Vanguard Portfolio Management LLC 0.12% Add +1.4% 20,366,327 $2.6B
Morgan Stanley 0.09% Add +3.4% 13,107,459 $1.7B
Massachusetts Financial Services Co. 0.52% Reduce -11.5% 12,742,489 $1.6B
Franklin Resources Inc. 0.29% Add +1.6% 10,537,072 $1.3B
FMR LLC 0.05% Reduce -9.8% 9,703,239 $1.2B
Charles Schwab Investment Management Inc. 0.16% Add +1.3% 9,226,192 $1.2B
Bank of America Corp. 0.07% Reduce -5.1% 8,867,628 $1.1B
Royal Bank of Canada 0.16% Reduce -7.6% 7,296,529 $923.6M
Northern Trust Corp. 0.11% Reduce -1.6% 7,243,531 $916.9M
Nuveen, LLC 0.20% Add +1.5% 6,532,464 $826.9M
GQG Partners LLC 1.53% Reduce -16.6% 6,503,039 $823.2M
Wellington Management Group LLP 0.14% Reduce -5.6% 6,243,806 $790.3M
Legal & General Group Plc 0.16% Reduce -3.5% 5,958,441 $754.2M
Goldman Sachs Group Inc. 0.07% Add +4.7% 5,613,909 $710.6M
Bank of New York Mellon Corp 0.10% Reduce -2.6% 4,784,956 $605.7M
Invesco Ltd. 0.05% Reduce -1.8% 4,742,913 $600.4M
Capital Research Global Investors 0.08% Add +0.3% 4,499,424 $569.5M
Raymond James Financial Inc. 0.15% Reduce -6.6% 4,470,007 $565.8M
Vanguard Fiduciary Trust Co. 0.12% Reduce -0.1% 4,374,832 $553.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +0.5% 4,001,270 $506.5M
Wells Fargo & Company 0.09% Add +1.8% 3,956,407 $500.8M
Federated Hermes, Inc. 0.69% Reduce -0.0% 3,816,303 $483.1M
American Century Companies Inc. 0.21% Add +12.1% 3,689,898 $467.1M
JPMorgan Chase & Co. 0.03% Reduce -10.0% 3,633,938 $466.3M
State Farm Mutual Automobile Insurance Co. 0.31% No change 3,569,308 $451.8M
UBS Group AG 0.06% Add +7.0% 2,939,189 $372.0M
Jupiter Topco LLC 0.15% — 2,871,434 $363.5M
Capital Wealth Planning, LLC 1.81% Add +4.6% 2,865,666 $362.7M
Mitsubishi UFJ Trust & Banking Corp 0.75% Add +1.7% 2,708,961 $342.9M
LPL Financial LLC 0.07% Add +3.3% 2,563,597 $324.5M
Envestnet Asset Management Inc. 0.08% Reduce -2.4% 2,559,645 $324.0M
Mackenzie Financial Corp. 0.32% Reduce -6.8% 2,515,500 $318.4M
Amundi 0.08% Add +26.9% 2,468,776 $312.5M
Deutsche Bank AG 0.08% Add +23.8% 2,227,946 $282.0M
Swiss National Bank 0.15% Reduce -3.8% 2,194,741 $277.8M
Dimensional Fund Advisors LP 0.05% Add +2.6% 2,146,529 $271.7M
National Pension Service 0.17% Add +1.8% 2,124,004 $268.9M
Barclays PLC 0.08% Reduce -22.0% 2,055,125 $260.1M
Citadel Advisors 0.15% Reduce -19.4% 2,014,703 $255.0M
First Trust Advisors LP 0.15% Add +157.8% 1,982,053 $250.9M
Caisse de depot et placement du Quebec 0.35% Add +23.0% 1,949,212 $246.7M
Cullen Capital Management, LLC 2.41% Add +0.6% 1,933,412 $244.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +9.3% 1,931,704 $244.5M
Citigroup Inc. 0.11% Add +97.2% 1,841,739 $233.1M
Jones Financial Companies LLLP 0.09% Add +8.3% 1,743,676 $223.7M
Vanguard Global Advisers, LLC 0.10% Reduce -0.2% 1,758,975 $222.7M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -0.1% 1,756,974 $222.4M
Bank of Montreal 0.08% Add +13.8% 1,705,120 $215.8M
HSBC Holdings PLC 0.10% Add +16.0% 1,666,269 $211.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.14% Add +13.7% 1,659,717 $210.1M
California Public Employees Retirement System 0.11% Reduce -17.9% 1,546,087 $195.7M
Cohen & Steers, Inc. 0.31% Reduce -4.7% 1,538,590 $194.8M
Voya Investment Management LLC 0.18% Reduce -22.0% 1,435,217 $181.4M
Ensign Peak Advisors, Inc 0.30% Reduce -0.1% 1,428,587 $180.8M
Empower Advisory Group, LLC 0.42% Add +3.5% 1,406,743 $178.1M
Russell Investments Group, Ltd. 0.15% Reduce -1.0% 1,353,044 $171.3M
Thrivent Financial for Lutherans 0.29% Add +0.3% 1,341,500 $169.8M
T. Rowe Price Associates Inc. 0.02% Reduce -2.2% 1,309,489 $165.8M
Sarasin & Partners LLP 1.90% Add +15.3% 1,283,213 $162.4M
Rhumbline Advisers 0.12% Add +0.8% 1,282,896 $162.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.76% Reduce -10.2% 1,240,257 $157.0M
BNP Paribas Financial Markets 0.08% Reduce -4.0% 1,201,829 $152.1M
Focus Partners Wealth 0.15% Add +0.6% 1,154,784 $146.2M
Prudential Financial Inc. 0.16% Add +166.4% 1,154,750 $146.2M
Energy Income Partners, LLC 2.23% Add +7.9% 1,120,607 $141.8M
Ameriprise Financial Inc. 0.03% Add +11.4% 1,086,964 $137.5M
Mariner, LLC 0.14% Reduce -5.9% 1,057,875 $133.9M
Assenagon Asset Management S.A. 0.17% Add +18.2% 1,056,922 $133.8M
Natixis Advisors, LLC 0.15% Add +6.7% 1,025,515 $129.8M
Principal Financial Group Inc. 0.06% Reduce -0.6% 1,022,750 $129.5M
Bessemer Group Inc. 0.16% Reduce -24.0% 912,054 $115.4M
California State Teachers Retirement System 0.11% Add +0.5% 906,438 $114.7M
Alliancebernstein L.P. 0.04% Add +0.8% 865,066 $113.3M
Great Lakes Advisors, LLC 0.85% Add +3.6% 886,332 $112.2M
Quantinno Capital Management LP 0.13% Add +46.5% 868,816 $110.0M
Stifel Financial Corp. 0.09% Add +3.0% 832,564 $105.4M
Manufacturers Life Insurance Company, The 0.08% Reduce -5.7% 820,813 $103.9M
ANTIPODES PARTNERS Ltd 1.89% Add +4.7% 813,926 $103.0M
Treasurer of the State of North Carolina 0.26% Add +29.4% 810,189 $102.6M
Victory Capital Management Inc. 0.06% Add +3.7% 809,490 $102.5M
Duff & Phelps Investment Management Co. 0.96% Reduce -10.0% 807,284 $102.2M
Cincinnati Insurance Co. 1.45% No change 794,816 $100.6M
Nomura Asset Management International Inc. 0.15% Reduce -3.7% 787,354 $99.7M
Vanguard Investments Australia, Ltd. 0.24% Add +2.8% 777,179 $98.4M
Janney Montgomery Scott LLC 0.19% New 766,917 $97.1M
Baird Financial Group, Inc. 0.13% Add +6.7% 753,875 $95.4M
Clark Capital Management Group, Inc. 0.52% Add +1.2% 752,101 $95.2M
Qube Research & Technologies Ltd 0.10% Add +1963.0% 744,129 $94.2M
Renaissance Technologies 0.13% Add +26312.5% 739,550 $93.6M
Canada Pension Plan Investment Board 0.05% Reduce -45.3% 736,492 $93.2M
Fifth Third Bancorp 0.15% Add +0.8% 731,800 $92.6M
Truist Financial Corp. 0.11% Add +0.4% 723,390 $91.6M
HighTower Advisors, LLC 0.09% Reduce -5.5% 718,065 $90.9M
New York State Common Retirement Fund 0.11% Reduce -4.3% 716,976 $90.8M
Cetera Investment Advisers 0.08% Add +1.7% 701,076 $88.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.53% Reduce -1.8% 700,405 $88.7M
State Board of Administration of Florida Retirement System 0.14% Reduce -1.9% 658,509 $83.4M
FIL Ltd 0.06% Reduce -11.5% 647,251 $81.9M
Osaic Holdings, Inc. 0.09% Add +9.6% 626,941 $79.3M
APG Asset Management N.V. 0.19% Add +24.3% 709,885 $78.6M
Advisors Capital Management, LLC 0.84% Add +2.1% 615,104 $77.9M
New York State Teachers Retirement System 0.14% Reduce -10.4% 582,217 $73.7M
Bartlett & Co. Wealth Management LLC 0.92% Add +0.1% 580,535 $73.5M
Schroder Investment Management Group 0.05% Reduce -10.3% 571,238 $73.3M
Sei Investments Co. 0.06% Reduce -0.1% 578,664 $73.3M
Macquarie Group Ltd. 0.31% Add +8.6% 573,538 $72.6M
Korea Investment CORP 0.14% Add +0.3% 569,470 $72.1M
Wealth Enhancement Advisory Services, LLC 0.12% Add +13.8% 665,748 $71.2M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -15.3% 561,740 $71.1M
AQR Capital Management 0.02% Reduce -0.8% 559,063 $70.8M
PNC Financial Services Group, Inc. 0.03% Reduce -19.3% 554,986 $70.3M
Squarepoint Ops LLC 0.14% Add +116.9% 553,673 $70.1M
Milford Funds Ltd. 1.14% Reduce -0.2% 552,093 $69.9M
Fort Washington Investment Advisors Inc. 0.34% Add +10.2% 540,109 $68.4M
Nordea Investment Management AB 0.06% Add +4.5% 531,966 $67.8M
Commonwealth Equity Services, LLC 0.08% Reduce -1.9% 522,110 $66.1M
Bank Julius Baer & Co. Ltd, Zurich 0.17% Add +2.9% 516,212 $65.5M
National Bank of Canada 0.06% Add +27.1% 502,004 $63.5M
Captrust Financial Advisors 0.10% Add +2.2% 501,296 $63.5M
Creative Planning 0.04% Add +12.2% 498,222 $63.1M
CANADA LIFE ASSURANCE Co 0.10% Add +0.5% 483,657 $61.1M
Gotham Asset Management 0.14% Reduce -2.9% 479,341 $60.7M
MML Investors Services, LLC 0.12% Add +22.0% 468,221 $59.3M
CIBC Asset Management Inc 0.13% Add +17.8% 456,324 $57.8M
Arrowstreet Capital, Limited Partnership 0.03% Add +1304.7% 454,558 $57.5M
Yaupon Capital Management LP 1.90% Add +33.0% 449,340 $56.9M
Magellan Asset Management Ltd 1.25% Add +9.9% 442,471 $56.0M
Bridgewater Associates 0.23% New 442,098 $56.0M
Cerity Partners LLC 0.07% Reduce -1.5% 433,711 $54.9M
Exchange Traded Concepts, LLC 0.27% Add +7.7% 430,266 $54.5M
Keybank National Association 0.18% Add +5.8% 429,881 $54.4M
Vaughan David Investments LLC 1.07% Add +0.1% 425,122 $53.8M
Lazard Asset Management LLC 0.08% Add +1094.7% 418,993 $53.0M
State of Wisconsin Investment Board 0.11% Reduce -3.1% 414,091 $52.4M
Investment Management Corp of Ontario 0.64% Add +1.2% 397,472 $50.3M
Epoch Investment Partners, Inc. 0.29% Add +6.0% 396,647 $50.2M
Allspring Global Investments Holdings, LLC 0.08% Reduce -4.1% 390,466 $49.1M
Old Republic International Corp. 1.82% No change 383,196 $48.5M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -1.6% 380,561 $48.2M
Asset Management One Co., Ltd. 0.12% Add +2.1% 378,266 $47.9M
Pictet Asset Management Holding SA 0.05% Reduce -15.9% 375,615 $47.5M
M&T Bank Corp 0.13% Reduce -2.8% 362,712 $45.9M
Cambridge Investment Research Advisors, Inc. 0.10% Add +0.7% 362,207 $45.8M
TD Asset Management Inc 0.04% Reduce -5.0% 352,779 $44.7M
Stephens Inc. 0.49% Add +0.1% 345,986 $43.9M
Vestcor Inc 1.08% Add +23.9% 346,475 $43.9M
Edgar Lomax Co. 3.26% Reduce -8.2% 344,981 $43.7M
US Bancorp \de 0.05% Reduce -0.7% 342,686 $43.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -19.9% 338,094 $42.8M
Van Eck Associates Corp. 0.03% Add +4.9% 337,649 $42.7M
Gabelli Funds LLC 0.27% Add +5.8% 332,000 $42.0M
Guggenheim Capital LLC 0.27% Reduce -1.2% 331,761 $42.0M
Commerce Bank 0.18% Reduce -0.7% 329,494 $41.7M
Crawford Investment Counsel Inc. 0.70% Add +0.1% 329,234 $41.7M
Balyasny Asset Management L.P. 0.08% Add +2662.8% 326,944 $41.4M
OMERS ADMINISTRATION Corp 0.25% Reduce -73.1% 326,649 $41.3M
Public Employees Retirement System of Ohio 0.12% Reduce -1.3% 321,560 $40.7M
SG Americas Securities, LLC 0.02% Reduce -35.3% 321,004 $40.6M
Worldquant Millennium Advisors LLC 0.14% Add +39.3% 319,249 $40.4M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -30.7% 318,838 $40.4M
Nomura Asset Management Co. Ltd. 0.08% Add +3.9% 310,835 $39.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Add +9.2% 312,139 $39.3M
Corient Private Wealth LP 0.05% Add +2.3% 303,446 $38.4M
Resona Asset Management Co.,Ltd. 0.18% Reduce -5.3% 300,933 $38.2M
Vinva Investment Management Ltd 0.25% Add +206.7% 296,847 $38.1M
Mayflower Financial Advisors, LLC 3.18% Add +3758.3% 290,804 $36.8M
Aberdeen Group plc 0.05% Reduce -29.7% 290,342 $36.8M
Rockefeller Capital Management L.P. 0.06% Add +4.8% 283,366 $35.9M
Teacher Retirement System of Texas 0.09% Reduce -7.2% 271,283 $34.3M
Neuberger Berman Group LLC 0.02% Add +9.6% 268,904 $34.0M
State of Tennessee, Department of Treasury 0.10% Reduce -0.7% 268,823 $34.0M
Toronto Dominion Bank 0.06% Add +5.5% 259,205 $32.8M
Robeco Institutional Asset Management B.V. 0.04% Add +76.0% 254,403 $32.2M
Mercer Global Advisors Inc. 0.04% Add +12.0% 252,532 $32.0M
Huntington National Bank 0.21% Add +2.1% 251,832 $31.9M
Heritage Wealth Advisors 1.09% Reduce -2.5% 251,426 $31.8M
State of New Jersey Common Pension Fund D 0.11% Reduce -6.7% 249,232 $31.5M
Thomasville National Bank 1.71% — 245,601 $31.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.80% Add +0.2% 244,404 $30.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +24.3% 243,459 $30.8M
Pinnacle Financial Partners, Inc. 0.21% Reduce -2.3% 239,778 $30.4M
IFM Investors Pty Ltd 0.20% Add +5.5% 236,761 $30.0M
Liberty One Investment Management, LLC 2.92% Reduce -0.5% 230,763 $29.2M
NewEdge Advisors, LLC 0.09% Add +3.3% 230,694 $29.2M
CIBC Bancorp USA Inc. 0.04% Reduce -32.4% 230,795 $29.2M
DAVENPORT & Co LLC 0.15% Reduce -1.6% 229,280 $29.0M
Arbejdsmarkedets Tillaegspension 0.63% Add +14.3% 227,300 $28.8M
Mn Services Vermogensbeheer B.V. 0.21% Reduce -24.4% 226,806 $28.7M
Public Sector Pension Investment Board 0.07% Add +0.6% 222,611 $28.2M
&partners 0.12% Add +2.9% 222,048 $28.1M
Czech National Bank 0.15% Add +4.8% 221,903 $28.1M
Aptus Capital Advisors, LLC 0.20% Add +3.2% 221,444 $28.0M
Sanctuary Advisors, LLC 0.13% Add +2.3% 218,196 $27.6M
D.A. Davidson & Co. 0.15% Reduce -14.2% 217,905 $27.6M
CSM Advisors, LLC 0.59% Reduce -0.9% 216,822 $27.4M
Arizona State Retirement System 0.14% Add +1.4% 215,940 $27.3M
Two Sigma Investments, LP 0.02% Reduce -67.9% 215,046 $27.2M
Illinois Municipal Retirement Fund 0.31% Reduce -10.4% 214,944 $27.2M
DekaBank Deutsche Girozentrale 0.05% No change 208,291 $27.2M
CapWealth Advisors, LLC 2.19% Add +2.3% 213,853 $27.1M
Oak Grove Capital LLC 1.98% Add +77.0% 212,611 $26.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +437.4% 212,442 $26.9M
Hancock Whitney Corp. 0.44% Reduce -1.6% 208,032 $26.3M
Aventail Capital Group, LP 1.50% Add +23.0% 206,487 $26.1M
Kestra Advisory Services, LLC 0.08% Add +0.4% 206,360 $26.1M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -3.7% 202,714 $25.7M
Godsey & Gibb, Inc. 2.10% Reduce -0.7% 202,322 $25.6M
State of Michigan Retirement System 0.11% Reduce -1.7% 199,636 $25.3M
Steward Partners Investment Advisory, LLC 0.13% Reduce -1.2% 196,991 $24.9M
Payden & Rygel 1.88% Add +1.8% 193,110 $24.4M
Stack Financial Management, Inc 1.90% Add +1.2% 192,456 $24.4M
Eurizon Capital SGR S.p.A. 0.07% Reduce -3.5% 191,381 $24.3M
Wesbanco Bank Inc. 0.60% Add +9.8% 190,433 $24.1M
D. E. Shaw & Co. 0.02% Add +1042.3% 189,596 $24.0M
Credit Agricole S A 0.06% Add +282.7% 189,494 $24.0M
Silvercrest Asset Management Group LLC 0.16% Add +47.4% 187,981 $23.8M
Lockheed Martin Investment Management Co. 0.94% Reduce -19.5% 187,240 $23.7M
O'shaughnessy Asset Management, LLC 0.11% Reduce -7.8% 186,279 $23.6M
Bollard Group LLC 0.72% Add +4.6% 185,749 $23.5M
Acadian Asset Management LLC 0.03% Reduce -23.8% 181,607 $23.0M
Daiwa Securities Group Inc. 0.05% Reduce -10.5% 180,307 $22.8M
QRG Capital Management, Inc. 0.19% Add +7.9% 180,200 $22.8M
Allworth Financial LP 0.10% Reduce -1.5% 179,929 $22.8M
MetLife Investment Management, LLC 0.10% Reduce -1.9% 178,343 $22.6M
Allianz Asset Management GmbH 0.02% Add +9360.7% 178,050 $22.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +13.2% 176,604 $22.4M
UMB Bank, n.a. 0.28% Reduce -0.6% 175,888 $22.3M
Intech Investment Management LLC 0.20% Reduce -30.9% 175,584 $22.2M
Royal London Asset Management Ltd. 0.04% Add +1.4% 174,055 $22.0M
Wealthfront Advisers LLC 0.04% Add +6.2% 172,567 $21.8M
First Citizens Bank & Trust Co. 0.32% Reduce -6.7% 171,548 $21.7M
Millennium Management 0.02% Add +79.9% 171,209 $21.7M
Woodline Partners LP 0.07% Add +11.7% 170,078 $21.5M
Oppenheimer Asset Management Inc. 0.22% Reduce -0.3% 169,854 $21.5M
Calamos Advisors LLC 0.11% Reduce -4.6% 168,552 $21.3M
Nomura Holdings Inc. 0.09% Add +246.7% 168,124 $21.3M
Bokf, NA 0.29% Reduce -1.4% 166,096 $21.0M
Retirement Systems of Alabama 0.06% Reduce -0.8% 163,776 $20.7M
Laurel Wealth Advisors LLC 2.00% Reduce -0.1% 163,580 $20.7M
Willis Investment Counsel 0.97% Reduce -0.1% 160,137 $20.3M
Woodmont Investment Counsel LLC 1.11% Add +1.2% 160,072 $20.3M
Shelton Capital Management 0.37% Add +81.8% 159,685 $20.2M
iA Global Asset Management Inc. 0.23% Add +3.6% 153,077 $19.4M
Orion Porfolio Solutions, LLC 0.15% Reduce -1.0% 152,002 $19.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.8% 151,357 $19.2M
Canal Insurance CO 4.17% No change 150,166 $19.0M
Swiss Life Asset Management Ltd 0.08% Reduce -21.5% 147,934 $18.7M
ARS Wealth Advisors Group, LLC 1.46% Reduce -0.6% 147,127 $18.6M
Bruce & Co., Inc. 4.96% Reduce -0.7% 144,816 $18.3M
Xponance LLC 0.11% Add +1.0% 143,062 $18.1M
STRS Ohio 0.07% Reduce -13.8% 143,043 $18.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +5.1% 142,989 $18.1M
Union Bancaire Privee, UBP SA 0.20% Add +84.3% 123,711 $17.9M
Assetmark, Inc. 0.03% Reduce -2.2% 138,356 $17.5M
Fayez Sarofim & Co 0.04% Add +2.4% 138,072 $17.5M
Daiichi Life Insurance Co., Ltd. 0.41% Add +5.7% 137,279 $17.4M
Amalgamated Bank 0.12% Reduce -8.4% 136,338 $17.3M
Colonial Trust Advisors 1.19% Add +0.3% 135,471 $17.1M
Nykredit A/S 0.07% — 135,138 $17.1M
Midwest Trust Co 0.19% Add +1.4% 134,656 $17.0M
Cadinha & Co. LLC 2.51% Add +5.7% 134,049 $17.0M
CWA Asset Management Group, LLC 0.51% Add +0.6% 131,791 $16.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% Add +7.8% 129,537 $16.4M
Rakuten Investment Management, Inc. 0.05% Add +10.4% 127,432 $16.4M
United Capital Management of KS, Inc. 2.12% Add +3.1% 127,657 $16.2M
Waverly Advisors, LLC 0.09% Add +15.2% 126,743 $16.0M
Beck Mack & Oliver LLC 0.31% Add +1.0% 126,395 $16.0M
Randolph Co Inc 1.35% Add +0.3% 126,367 $16.0M
NEOS Investment Management LLC 0.06% Add +13.7% 126,358 $16.0M
Bogart Wealth, LLC 0.55% Add +19.0% 125,886 $15.9M
Sone Capital Management, LLC 1.21% Add +158.3% 125,098 $15.8M
South Dakota Investment Council 0.27% No change 124,207 $15.7M
ProShare Advisors LLC 0.02% Add +5.2% 123,735 $15.7M
Independent Advisor Alliance 0.37% Add +4.4% 123,435 $15.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +4.3% 122,435 $15.5M
Mediolanum International Funds Ltd 0.13% Add +88.7% 120,484 $15.5M
Stonebridge Capital Advisors LLC 0.97% Add +1.7% 119,774 $15.2M
Bank of Nova Scotia 0.02% Add +4.0% 118,846 $15.0M
Utah Retirement Systems 0.14% Reduce -6.5% 118,293 $15.0M
USS Investment Management Ltd 0.06% Reduce -8.3% 118,178 $15.0M
Police & Firemen's Retirement System of New Jersey 0.11% Reduce -2.5% 116,763 $14.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +8.9% 116,718 $14.8M
Bcwm, LLC 4.30% Add +1.1% 116,087 $14.7M
Concurrent Investment Advisors, LLC 0.12% Add +64.8% 113,610 $14.4M
United Asset Strategies, Inc. 1.00% Add +0.0% 111,547 $14.1M
Capitolis Liquid Global Markets LLC 0.06% New 110,000 $13.9M
Martingale Asset Management L P 0.33% Reduce -1.0% 109,156 $13.8M
New York Life Investment Management LLC 0.10% Add +0.5% 108,609 $13.7M
CCM Investment Advisers LLC 1.06% Add +1.7% 107,967 $13.7M
Cantor Fitzgerald Investment Advisors L.P. 0.90% Add +0.3% 105,977 $13.4M
Pathstone Holdings, LLC 0.04% Add +3.0% 105,398 $13.4M
Nissay Asset Management Corp. /Japan 0.06% Add +4.2% 103,861 $13.1M
Guardian Partners Inc. 1.18% Reduce -16.8% 103,543 $13.1M
Lowe Brockenbrough & Co. Inc. 0.57% Add +0.3% 101,942 $12.9M
Vise Technologies, Inc. 0.14% Add +135.6% 100,970 $12.8M
Edgestream Partners, L.P. 0.38% Add +99.1% 100,170 $12.7M
Blair William & Co. 0.03% Add +7.2% 99,204 $12.6M
Oak Harvest Investment Services 1.16% Add +0.7% 97,620 $12.4M
NorthCrest Asset Manangement, LLC 0.32% Add +3.7% 98,344 $12.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -20.7% 97,029 $12.3M
Azimuth Capital Investment Management LLC 0.41% Add +0.4% 96,334 $12.2M
Lido Advisors, LLC 0.04% Add +55.0% 95,906 $12.1M
Oregon Public Employees Retirement Fund 0.13% Add +7.6% 95,873 $12.1M
Yousif Capital Management, LLC 0.14% Reduce -5.5% 95,634 $12.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -3.6% 95,589 $12.1M
Tectonic Advisors LLC 0.58% Add +7.1% 95,497 $12.1M
First Horizon Corp. 0.46% Add +1.5% 95,007 $12.0M
SageGuard Financial Group, LLC 1.68% Reduce -2.5% 94,682 $12.0M
HFR Wealth Management, LLC 2.90% Reduce -3.9% 93,901 $11.9M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +0.5% 93,335 $11.8M
Biondo Investment Advisors, LLC 1.44% Reduce -1.4% 93,081 $11.8M
Oppenheimer & Co. Inc. 0.12% Add +2.7% 91,614 $11.6M
Hennessy Advisors Inc. 0.36% Reduce -6.0% 89,187 $11.3M
HB Wealth Management, LLC 0.06% Add +6.3% 88,049 $11.1M
Fairview Capital Investment Management, LLC 0.59% Add +78.1% 87,623 $11.1M
Cyndeo Wealth Partners, LLC 0.52% Add +3.2% 86,700 $11.0M
Capital Investment Advisory Services, LLC 0.68% Add +1.4% 86,374 $10.9M
Rafferty Asset Management, LLC 0.02% Add +36.8% 86,106 $10.9M
Rwa Wealth Partners, LLC 0.10% Add +51.2% 86,020 $10.9M
UniSuper Management Pty Ltd 0.06% Add +39.0% 85,964 $10.9M
J.W. Cole Advisors, Inc. 0.19% Reduce -6.9% 85,648 $10.8M
Tower Bridge Advisors 0.97% Reduce -3.4% 85,105 $10.8M
Alley Investment Management Company, LLC 1.25% Reduce -2.7% 84,809 $10.7M
Metis Global Partners, LLC 0.24% Add +1.8% 84,401 $10.7M
Bell Bank 0.40% Add +3.7% 82,648 $10.5M
Anchor Investment Management, LLC 0.79% Reduce -0.5% 82,510 $10.4M
Intact Investment Management Inc. 0.30% Reduce -0.7% 82,200 $10.4M
Romano Brothers and Company 1.03% Reduce -1.4% 80,941 $10.2M
Tompkins Financial Corp. 0.72% Reduce -1.1% 80,865 $10.2M
Benjamin Edwards Inc. 0.09% Add +0.2% 80,744 $10.2M
Mutual of America Capital Management LLC 0.10% Reduce -2.9% 80,322 $10.2M
Advisory Services Network, LLC 0.12% Add +5.2% 79,942 $10.1M
Harbour Investments, Inc. 0.13% Reduce -4.0% 78,752 $10.0M
Advocate Group LLC 1.49% Add +2.3% 78,306 $9.9M
Savant Capital, LLC 0.03% Add +15.6% 77,815 $9.8M
Kestra Private Wealth Services, LLC 0.11% Add +7.1% 77,585 $9.8M
Visionary Wealth Advisors 0.39% Add +2.8% 77,162 $9.8M
Farther Finance Advisors, LLC 0.08% Add +25.1% 76,905 $9.7M
Advisors Management Group Inc. 1.61% Reduce -5.1% 76,759 $9.7M
Florida Trust Wealth Management Co 0.24% Add +0.9% 76,697 $9.7M
XTX Topco Ltd 0.13% Reduce -49.1% 76,512 $9.7M
State of Alaska, Department of Revenue 0.10% Reduce -2.9% 76,386 $9.7M
Private Advisor Group, LLC 0.04% Reduce -14.5% 75,287 $9.5M
Kingsview Wealth Management, LLC 0.11% Add +5.2% 74,137 $9.4M
Camden National Bank 1.22% Add +1.3% 73,855 $9.3M
Bellars Harris Wealth Management, LLC 1.90% — 73,740 $9.3M
Allstate Corp. 0.09% Add +1.8% 73,439 $9.3M
Aware Super Pty Ltd as trustee of Aware Super 0.13% New 71,273 $9.0M
Ilex Capital Partners (UK) LLP 0.18% New 70,612 $8.9M
KBC Group NV 0.02% Add +0.2% 70,498 $8.9M
Merit Financial Group, LLC 0.06% Add +15.7% 70,386 $8.9M
Glenmede Trust Co. NA 0.04% Reduce -5.0% 69,499 $8.8M
Linscomb Wealth, Inc. 0.38% Reduce -8.9% 68,815 $8.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -5.2% 68,769 $8.7M
Argent Trust Co 0.25% Add +7.3% 67,492 $8.5M
Prime Capital Investment Advisors, LLC 0.08% Reduce -5.5% 67,096 $8.5M
New England Asset Management Inc. 1.01% Add +0.9% 67,005 $8.5M
Global Retirement Partners, LLC 0.13% — 66,982 $8.5M
Campbell & CO Investment Adviser LLC 0.44% Add +626.9% 66,606 $8.4M
Cincinnati Casualty Co. 4.45% No change 66,300 $8.4M
Vident Advisory, LLC 0.06% Add +1.8% 66,142 $8.4M
New Age Alpha Advisors, LLC 0.35% Reduce -1.9% 65,862 $8.3M
Whitener Capital Management, Inc. 1.75% Add +5.1% 65,330 $8.3M
Capital Investment Advisors, LLC 0.11% Reduce -0.2% 64,945 $8.2M
Windward Capital Management Co. 0.62% Add +1.3% 64,368 $8.1M
Horizon Investments, LLC 0.09% Add +6.5% 63,683 $8.1M
Northside Capital Management, LLC 0.66% Reduce -0.5% 63,557 $8.0M
Park Avenue Securities LLC 0.05% New 63,537 $8.0M
Thompson Siegel & Walmsley LLC 0.14% Reduce -2.3% 63,369 $8.0M
Prospera Financial Services Inc 0.12% Add +9.3% 63,028 $8.0M
Alps Advisors Inc. 0.04% Add +344.1% 62,696 $7.9M
Canada Post Corp Registered Pension Plan 0.28% Reduce -0.8% 62,445 $7.9M
Reliant Investment Partners, LLC 5.36% Add +4.0% 62,256 $7.9M
Founders Financial Alliance, LLC 1.04% Add +3.1% 61,987 $7.8M
Welch & Forbes LLC 0.10% Reduce -0.0% 61,942 $7.8M
GLOBALT Investments LLC / GA 0.26% Reduce -2.0% 61,775 $7.8M
KKM Financial LLC 1.06% Add +37.1% 61,196 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -71.5% 61,148 $7.7M
Red Door Wealth Management, LLC 0.71% Add +5.9% 61,118 $7.7M
Mizuho Securities USA LLC 0.13% Add +29.8% 61,034 $7.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.35% Add +74.3% 61,000 $7.7M
TriCert Investment Counsel Inc. 0.72% — 60,705 $7.7M
Teachers Retirement System of the State of Kentucky 0.05% No change 60,633 $7.7M
Beacon Investment Advisory Services, Inc. 0.28% Reduce -0.8% 60,170 $7.6M
Panagora Asset Management Inc. 0.02% Add +78.8% 60,032 $7.6M
United Capital Financial Advisors, LLC 0.04% Add +1.8% 59,396 $7.5M
Money Concepts Capital Corp. 0.35% Add +2.3% 59,300 $7.5M
Greystone Financial Group, LLC 2.10% Reduce -3.4% 59,290 $7.5M
Patten & Patten Inc. 0.40% Reduce -0.8% 59,258 $7.5M
Federation des caisses Desjardins du Quebec 0.02% Add +55.0% 59,190 $7.5M
Smith Salley Wealth Management 0.33% Reduce -0.4% 59,147 $7.5M
Gulf International Bank (UK) Ltd 0.15% Reduce -1.7% 59,079 $7.5M
Caprock Group, LLC 0.14% Add +8.9% 58,979 $7.5M
Pathway Financial Advisers, LLC 1.87% Add +0.1% 58,552 $7.4M
First PREMIER Bank 1.20% Reduce -0.9% 58,451 $7.4M
Loomis Sayles & Co. L P 0.01% Reduce -1.7% 58,360 $7.4M
Capital & Planning, LLC 3.81% Add +11.8% 58,318 $7.4M
Pacer Advisors, Inc. 0.02% Add +19.5% 58,092 $7.4M
Colonial Trust Co / SC 0.93% Reduce -0.6% 57,913 $7.3M
BCM Advisors, LLC 1.42% Reduce -0.0% 56,072 $7.3M
Schaper Benz & Wise Investment Counsel Inc. 0.49% Add +11.0% 57,544 $7.3M
Capital Fund Management S.A. 0.05% Reduce -49.0% 57,534 $7.3M
Estabrook Capital Management 0.98% Reduce -0.5% 57,176 $7.2M
Ellsworth Advisors, LLC 1.19% Add +6.0% 58,018 $7.2M
Atria Investments, Inc 0.07% Reduce -0.0% 56,730 $7.2M
Dynamic Advisor Solutions LLC 0.20% Add +4.0% 56,612 $7.2M
Sequoia Financial Advisors, LLC 0.04% Add +3.1% 56,447 $7.1M
Crossmark Global Holdings, Inc. 0.09% Add +20.4% 56,438 $7.1M
Tidal Investments LLC 0.02% Add +5.8% 56,195 $7.1M
Agf Management Ltd. 0.03% Reduce -15.5% 55,807 $7.1M
Farmers & Merchants Investments Inc. 0.17% Reduce -0.0% 55,513 $7.0M
Csenge Advisory Group 0.28% Add +1.1% 55,255 $7.0M
Calydon Capital 1.02% Reduce -0.9% 55,240 $7.0M
Abn Amro Investment Solutions 0.06% Add +50.9% 55,029 $7.0M
Vontobel Holding Ltd. 0.02% Add +0.2% 54,885 $6.9M
Stratos Wealth Partners, LTD. 0.07% Add +4.7% 54,789 $6.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.21% Add +8.6% 54,567 $6.9M
Washington Trust Bank 0.48% Reduce -11.9% 54,513 $6.9M
Saudi Central Bank 0.09% Add +89.8% 54,475 $6.9M
Jamison Private Wealth Management, Inc. 0.71% Add +1.7% 54,470 $6.9M
Geneos Wealth Management Inc. 0.14% Add +2.1% 53,985 $6.8M
ProVise Management Group, LLC 0.45% Add +0.8% 53,181 $6.7M
Equitable Holdings, Inc. 0.04% Add +13.1% 53,087 $6.7M
Principal Securities, Inc. 0.08% Reduce -6.3% 52,886 $6.7M
Eventide Asset Management, LLC 0.09% Add +30.8% 51,662 $6.6M
Meyer Handelman Co. 0.19% Reduce -6.4% 52,277 $6.6M
Choreo, LLC 0.07% Add +1.2% 52,131 $6.6M
Sterling Capital Management LLC 0.11% Reduce -39.3% 52,109 $6.6M
Coldstream Capital Management Inc. 0.08% Reduce -1.1% 51,809 $6.6M
Brown Advisory Inc. 0.01% Reduce -6.3% 51,802 $6.6M
Moors & Cabot, Inc. 0.25% Reduce -1.6% 51,784 $6.6M
Hudson Edge Investment Partners Inc. 0.89% Reduce -7.4% 51,617 $6.5M
Canal Capital Management, LLC 0.80% Reduce -8.9% 51,482 $6.5M
Prudential PLC 0.04% No change 51,477 $6.5M
Chicago Partners Investment Group LLC 0.13% Add +3.4% 50,400 $6.5M
NewSquare Capital LLC 0.48% Add +5.2% 51,461 $6.5M
Fideuram Asset Management (Ireland) dac 0.12% Add +5.3% 51,380 $6.5M
Richard C. Young & CO., LTD. 0.48% Add +8.1% 51,221 $6.5M
Ashton Thomas Private Wealth, LLC 0.14% Add +76.0% 51,199 $6.5M
TD Private Client Wealth LLC 0.12% Reduce -0.7% 50,890 $6.4M
Advisors Asset Management, Inc. 0.10% Add +3.8% 50,852 $6.4M
Empowered Funds, LLC 0.03% Reduce -2.5% 50,244 $6.4M
KMG Fiduciary Partners, LLC 0.59% Reduce -19.3% 50,129 $6.3M
Family Legacy, Inc. 1.69% Reduce -0.1% 50,053 $6.3M
Quadcap Wealth Management, LLC 0.61% Add +3.1% 49,824 $6.3M
Benedict Financial Advisors Inc. 1.22% Add +0.3% 49,700 $6.3M
Apollon Wealth Management, LLC 0.08% Add +2.0% 49,600 $6.3M
Providence Capital Advisors, LLC 0.95% Add +1.3% 49,564 $6.3M
Spirepoint Private Client, LLC 0.50% Add +12.4% 49,227 $6.2M
Schnieders Capital Management, Llc. 0.82% Add +1.3% 49,223 $6.2M
Kentucky Retirement Systems 0.15% Reduce -15.7% 49,114 $6.2M
Philadelphia Trust Co. 0.39% Add +0.1% 48,569 $6.1M
Strategic Planning Group, LLC 0.67% Add +5.5% 48,333 $6.1M
Strategic Wealth Investment Group, LLC 0.74% Reduce -36.3% 48,303 $6.1M
Clearstead Advisors, LLC 0.06% Add +3.6% 48,296 $6.1M
Rice Partnership, LLC 0.74% Add +6.1% 48,171 $6.1M
Capital Investment Counsel, LLC 0.75% Add +1.6% 47,824 $6.1M
Voloridge Investment Management, LLC 0.03% New 47,796 $6.1M
IFG Advisory, LLC 0.21% Add +8160.0% 47,743 $6.0M
SevenBridge Financial Group, LLC 0.88% Add +2.3% 48,130 $6.0M
River Road Asset Management, LLC 0.07% Add +14.1% 47,430 $6.0M
Eliot Finkel Investment Counsel, LLC 2.81% Reduce -0.4% 47,419 $6.0M
Pinkerton Wealth, LLC 0.51% New 45,694 $6.0M
Integrated Wealth Concepts LLC 0.04% Add +45.5% 47,241 $6.0M
MAI Capital Management 0.02% Add +15.0% 47,112 $6.0M
Punch & Associates Investment Management, Inc. 0.29% Reduce -1.9% 46,677 $5.9M
Turtle Creek Wealth Advisors, LLC 0.31% Add +20.0% 46,544 $5.9M
Cary Street Partners Financial LLC 0.13% Add +14.9% 46,487 $5.9M
Dean Investment Associates, LLC 0.77% Reduce -5.3% 46,471 $5.9M
Strategy Asset Managers LLC 0.87% Add +3.4% 46,131 $5.8M
Occidental Asset Management, LLC 0.57% Add +6.0% 45,753 $5.8M
Global Wealth Management Investment Advisory, Inc. 0.82% Add +6.6% 45,638 $5.8M
Boston Research & Management Inc. 1.29% Reduce -0.2% 45,624 $5.8M
Tocqueville Asset Management L.P. 0.08% Reduce -1.1% 45,531 $5.8M
Arkadios Wealth Advisors 0.09% Reduce -28.4% 45,451 $5.8M
Regal Investment Advisors LLC 0.30% Reduce -2.6% 45,339 $5.7M
Stablepoint Partners, LLC 0.79% Add +0.7% 45,150 $5.7M
True Freedom Investing, LLC 0.44% Reduce -0.6% 43,354 $5.7M
Nisa Investment Advisors, LLC 0.02% Reduce -11.2% 44,568 $5.6M
AE Wealth Management LLC 0.03% Add +8.4% 44,415 $5.6M
Vest Financial, LLC 0.06% Add +1.6% 44,326 $5.6M
Daymark Wealth Partners, LLC 0.14% Reduce -0.9% 44,305 $5.6M
Sky Investment Group LLC 0.90% Reduce -0.1% 44,218 $5.6M
Andra AP-fonden 0.06% Add +41.2% 44,200 $5.6M
CENTRAL TRUST Co 0.10% Reduce -4.5% 44,199 $5.6M
Sargent Investment Group, LLC 0.67% Add +18.4% 43,832 $5.5M
SouthState Bank Corp 0.23% Reduce -1.3% 43,805 $5.5M
one8zero8, LLC 1.09% Reduce -0.3% 43,301 $5.5M
Hartford Investment Management Co. 0.15% Reduce -2.8% 43,058 $5.5M
Covington Investment Advisors Inc. 0.70% Add +1.4% 42,944 $5.4M
SVB Wealth LLC 0.34% Reduce -6.5% 42,831 $5.4M
Hennion & Walsh Asset Management, Inc. 0.15% Add +6.0% 42,686 $5.4M
Zions Bancorporation, National Association 0.32% Reduce -0.8% 42,530 $5.4M
Seven Springs Wealth Group, LLC 1.20% Add +8.5% 42,526 $5.4M
Iowa State Bank 0.90% Add +1.5% 42,501 $5.4M
Cibc World Market Inc. 0.01% Reduce -65.6% 42,410 $5.4M
Tufton Capital Management 0.90% Add +0.3% 42,390 $5.4M
Wasatch Advisors LP 0.04% Add +2.2% 42,275 $5.4M
University of Texas/Texas Am Investment Management Co. 0.62% Reduce -23.3% 42,128 $5.3M
Mgo One Seven LLC 0.09% Add +6.7% 42,083 $5.3M
FAS Wealth Partners, Inc. 0.28% Add +7.1% 42,068 $5.3M
Level Four Advisory Services, LLC 0.15% Reduce -1.4% 42,015 $5.3M
Principle Wealth Partners LLC 0.26% Add +0.8% 41,778 $5.3M
Nixon Peabody Trust Co. 0.37% Reduce -0.0% 41,654 $5.3M
Highland Capital Management, LLC 0.24% Reduce -0.3% 41,647 $5.3M
Maryland State Retirement & Pension System 0.09% Add +5.5% 41,582 $5.3M
Holderness Investments Co. 0.88% Add +4.0% 41,566 $5.3M
Morgan Dempsey Capital Management LLC 2.25% Add +3.0% 41,552 $5.3M
IFP Advisors, Inc 0.09% Reduce -2.3% 41,174 $5.2M
Arax Advisory Partners 0.03% Add +202.2% 41,073 $5.2M
Vertrix Wealth Management, LLC 1.75% Add +9.5% 40,989 $5.2M
EP Wealth Advisors, LLC 0.02% Add +42.3% 40,955 $5.2M
Physicians Financial Services, Inc. 1.29% Add +0.5% 40,921 $5.2M
Wealth Group, Ltd. 1.29% Add +60.0% 40,921 $5.2M
Engineers Gate Manager LP 0.07% Add +125.2% 40,613 $5.1M
Pegasus Asset Management, Inc. 1.46% Add +2.3% 40,601 $5.1M
Slagle Financial, LLC 1.53% Add +2433.1% 40,352 $5.1M
1832 Asset Management L.P. 0.01% Add +40.5% 40,338 $5.1M
Virginia Wealth Management Group, Inc. 2.70% Add +0.9% 40,238 $5.1M
Kettle Hill Capital Management, LLC 1.25% New 40,230 $5.1M
Aull & Monroe Investment Management Corp 2.13% Add +0.3% 40,184 $5.1M
Sigma Planning Corp 0.13% Add +1.3% 40,177 $5.1M
Johnson Investment Counsel Inc. 0.04% Add +1.0% 39,931 $5.1M
Royal Fund Management, LLC 0.42% Add +2.9% 39,809 $5.0M
Louisiana State Employees Retirement System 0.07% Add +0.5% 39,800 $5.0M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +2.0% 39,752 $5.0M
Atlantic Union Bankshares Corp 0.08% Add +0.1% 39,598 $5.0M
RNC Capital Management LLC 0.21% Add +2.6% 39,556 $5.0M
Texas Yale Capital Corp. 0.11% Add +20.0% 39,509 $5.0M
Norinchukin Bank, The 0.05% Add +13.2% 39,455 $5.0M
OneDigital Investment Advisors LLC 0.04% Reduce -0.8% 39,454 $5.0M
Cincinnati Financial Corp. 0.09% No change 38,784 $4.9M
New Mexico Educational Retirement Board 0.12% Add +7.8% 38,760 $4.9M
Brookstone Capital Management 0.05% Reduce -66.3% 38,750 $4.9M
Fifth Third Wealth Advisors LLC 0.14% Reduce -1.8% 38,670 $4.9M
Morton Community Bank 0.99% Add +1.6% 38,497 $4.9M
Brown Brothers Harriman & Co. 0.02% Add +29.2% 38,320 $4.9M
Elo Mutual Pension Insurance Co 0.06% New 38,116 $4.8M
Pure Financial Advisors, LLC 0.06% Add +4.9% 37,983 $4.8M
Pinebridge Investments LLC 0.04% Add +78.3% 37,966 $4.8M
Moneco Advisors, LLC 0.29% Reduce -1.8% 37,747 $4.8M
Zimmer Partners, LP 0.11% Reduce -91.4% 37,500 $4.7M
Townsend Asset Management Corp. /NC/ 1.52% Add +0.3% 37,403 $4.7M
Sagespring Wealth Partners, LLC 0.07% Add +4.4% 37,152 $4.7M
Woodard & Co. Asset Management Group Inc. 0.67% Add +9.5% 36,961 $4.7M
Cullinan Associates Inc. 0.35% Add +20.4% 36,953 $4.7M
Trust Co. of Toledo NA 0.39% Add +2.5% 36,950 $4.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.6% 36,819 $4.7M
Jane Street Group, LLC 0.00% Reduce -94.8% 36,717 $4.6M
Asset One Wealth Management LLC 0.49% Add +7.1% 37,143 $4.6M
Banque Cantonale Vaudoise 0.20% Reduce -9.5% 36,476 $4.6M
FourThought Financial Partners, LLC 0.36% Add +5.0% 36,411 $4.6M
Trilogy Capital Inc. 0.18% Add +3.0% 36,364 $4.6M
First Bank & Trust 0.68% Add +0.3% 36,350 $4.6M
Rothschild Investment LLC 0.17% Reduce -1.2% 36,220 $4.6M
Leavell Investment Management, Inc. 0.17% Reduce -0.4% 36,014 $4.6M
LGT Fund Management Co Ltd. 0.19% No change 35,775 $4.5M
Bragg Financial Advisors, Inc 0.12% Reduce -2.9% 35,710 $4.5M
Summit Trail Advisors, LLC 0.06% Add +11.8% 35,653 $4.5M
Cypress Capital Group 0.42% Add +5.0% 35,594 $4.5M
Mather Group, Llc. 0.04% Add +263.2% 35,549 $4.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Reduce -4.4% 35,110 $4.4M
Northcape Wealth Management, LLC 1.17% Add +10.0% 35,082 $4.4M
Farmers National Bank 0.92% Add +0.6% 35,003 $4.4M
Simmons Bank 0.25% Reduce -3.4% 34,896 $4.4M
Constitution Capital LLC 2.26% Reduce -31.6% 34,713 $4.4M
Beacon Financial Group 0.40% Reduce -4.0% 34,449 $4.4M
Davidson Capital Management Inc. 0.70% Add +1.9% 34,433 $4.4M
RMR Wealth Builders 0.27% Add +37.2% 34,288 $4.3M
Marco Investment Management LLC 0.28% Reduce -1.7% 34,215 $4.3M
Plimoth Trust Co. LLC 0.86% Reduce -1.2% 34,152 $4.3M
Regions Financial Corp. 0.03% Add +0.1% 34,114 $4.3M
Sciencast Management LP 0.89% Reduce -29.7% 34,036 $4.3M
Orange Investment Advisors, Inc. 0.52% Reduce -5.1% 33,777 $4.3M
Snowden Capital Advisors LLC 0.10% Reduce -0.1% 33,356 $4.2M
Bahl & Gaynor LLC 0.02% Add +1.6% 33,283 $4.2M
Signal Advisors Wealth, LLC 0.22% Add +117.2% 32,978 $4.2M
Occudo Quantitative Strategies LP 0.22% New 32,847 $4.2M
GWN Securities Inc. 0.69% Reduce -6.3% 32,786 $4.2M
CGN Advisors LLC 0.30% Add +11.9% 32,705 $4.1M
American Assets Investment Management, LLC 0.25% No change 32,666 $4.1M
Stock Yards Bank & Trust Co. 0.12% Reduce -1.4% 32,599 $4.1M
World Investment Advisors 0.07% Reduce -25.0% 31,502 $4.1M
OmniStar Financial Group, Inc. 1.89% Add +53.7% 32,479 $4.1M
Caldwell Trust Co 0.33% Reduce -3.2% 32,348 $4.1M
Bleakley Financial Group, LLC 0.05% Add +7.7% 32,329 $4.1M
Y-Intercept (Hong Kong) Ltd 0.08% New 32,323 $4.1M
Blue Trust, Inc. 0.04% Reduce -6.0% 32,213 $4.1M
Te Ahumairangi Investment Management Ltd 0.66% Add +3.1% 32,170 $4.1M
Coastal Bridge Advisors, LLC 0.25% Add +6.7% 32,081 $4.1M
Salem Investment Counselors Inc. 0.10% Add +2.1% 32,050 $4.1M
Hamel Associates, Inc. 1.12% Reduce -0.2% 32,011 $4.1M
Retirement Planning Group, LLC 0.10% Add +16.2% 31,992 $4.0M
Townsend & Associates, Inc 0.34% Add +0.3% 32,158 $4.0M
Glenview Trust Co 0.06% Add +2.9% 31,926 $4.0M
Old North State Trust, LLC 2.06% Add +3.4% 31,580 $4.0M
Lynch & Associates 0.69% Add +1.8% 31,308 $4.0M
Empirical Finance, LLC 0.16% Add +3.0% 31,163 $3.9M
PFG Investments, LLC 0.15% Add +0.7% 31,072 $3.9M
Argyle Capital Management, LLC 1.13% Add +1.1% 31,009 $3.9M
KCM Capital Inc 0.64% No change 31,000 $3.9M
Carson Advisory Inc. 1.78% Reduce -0.6% 30,595 $3.9M
Sowell Financial Services LLC 0.13% Reduce -6.2% 30,590 $3.9M
Old North State Wealth Management, LLC 1.65% Add +3.0% 30,519 $3.9M
MUFG Securities EMEA plc 0.04% Reduce -4.3% 30,514 $3.9M
Praxis Investment Management Inc. 0.20% No change 30,409 $3.8M
Cohen Capital Management, Inc. 0.52% No change 30,133 $3.8M
Fox Hill Wealth Management 1.53% Add +1.7% 30,074 $3.8M
Banque Pictet & Cie SA 0.04% No change 30,000 $3.8M
Creative Financial Designs Inc. 0.18% Add +23.7% 29,843 $3.8M
M Holdings Securities, Inc. 0.52% Add +0.8% 29,877 $3.8M
TrinityBridge Ltd 0.10% Reduce -1.9% 29,767 $3.8M
Montag A & Associates Inc. 0.16% Reduce -0.4% 29,655 $3.8M
Natixis 0.02% Add +210.8% 29,574 $3.7M
Spectrum Asset Management, Inc. (NB/CA) 1.04% Reduce -0.0% 29,511 $3.7M
Griffith & Werner, Inc. 1.74% Add +7.1% 29,409 $3.7M
Tradewinds, LLC. 0.84% Reduce -96.0% 1,046 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +8.0% 29,120 $3.7M
Axxcess Wealth Management, LLC 0.06% Reduce -9.2% 28,964 $3.7M
Emerald Investment Advisers, LLC 0.24% Add +11.5% 28,900 $3.7M
Avidian Wealth Enterprises, LLC 0.10% Add +3.0% 28,877 $3.7M
Triangle Securities Wealth Management 0.72% Reduce -0.6% 28,821 $3.6M
Foundations Investment Advisors, LLC 0.04% Reduce -5.8% 28,782 $3.6M
Apollon Financial, LLC 0.43% Add +6.5% 28,780 $3.6M
Pinnacle Associates Ltd. 0.04% Reduce -4.0% 28,537 $3.6M
AlphaStar Capital Management, LLC 0.23% Reduce -20.4% 28,494 $3.6M
Marshall Investment Management, LLC 1.49% Add +7.4% 28,395 $3.6M
Twin Capital Management Inc. 0.39% Add +17.9% 28,252 $3.6M
Asio Capital, LLC 0.46% Reduce -5.7% 28,229 $3.6M
Ally Financial Inc. 0.46% New 28,000 $3.5M
Empire Financial Management Company, LLC 1.40% Reduce -8.7% 27,986 $3.5M
Sheets Smith Wealth Management 0.35% Reduce -0.4% 27,917 $3.5M
Modera Wealth Management, LLC 0.04% Reduce -2.2% 27,848 $3.5M
Slocum, Gordon & Co LLP 2.34% Reduce -6.7% 27,825 $3.5M
Morningstar Investment Management LLC 0.22% No change 26,772 $3.5M
NorthCoast Asset Management LLC 0.08% Reduce -6.7% 27,509 $3.5M
Fiduciary Alliance LLC 0.23% Reduce -15.0% 27,451 $3.5M
Shepherd Financial Partners LLC 0.28% Reduce -3.4% 27,321 $3.5M
Chemung Canal Trust Co. 0.64% Add +4.5% 27,254 $3.4M
LSV Asset Management 0.01% New 27,214 $3.4M
Equitable Trust Co. 0.14% Reduce -0.9% 27,190 $3.4M
Kingswood Wealth Advisors, LLC 0.14% Reduce -21.6% 27,047 $3.4M
Elevation Point Wealth Partners, LLC 0.06% Add +54.5% 26,993 $3.4M
Guardian Capital LP 0.08% Reduce -12.9% 26,966 $3.4M
Convergence Financial, LLC 0.27% Reduce -4.7% 26,923 $3.4M
Markowski Investments 0.75% — 26,866 $3.4M
Hall Capital Management Co. Inc. 1.05% Add +2.9% 26,562 $3.4M
Stiles Financial Services Inc 0.84% Reduce -0.2% 26,501 $3.4M
Meridian Wealth Management, LLC 0.10% Add +4.4% 26,460 $3.3M
Logan Capital Management Inc. 0.12% — 25,912 $3.3M
Smartleaf Asset Management LLC 0.11% No change 25,543 $3.3M
Moran Wealth Management, LLC 0.09% Reduce -0.6% 25,854 $3.3M
Trustmark Bank Trust Department 0.19% Reduce -1.0% 25,816 $3.3M
GAMMA Investing LLC 0.12% Add +7.5% 25,658 $3.2M
Commerzbank Aktiengesellschaft 0.06% Reduce -65.3% 25,616 $3.2M
TD Waterhouse Canada Inc. 0.01% Reduce -4.1% 25,694 $3.2M
Naples Global Advisors, LLC 0.20% Reduce -1.8% 25,417 $3.2M
Rowlandmiller & Partners.adv 0.58% Reduce -0.1% 25,234 $3.2M
Aspire Private Capital, LLC 0.66% Add +0.0% 25,073 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.5% 24,995 $3.2M
Legacy Financial Independent Advisors LLC 1.48% Reduce -48.6% 24,796 $3.1M
HUB Investment Partners, LLC 0.06% Add +6.5% 24,730 $3.1M
Mfa Wealth Advisors, LLC 0.53% Add +17.2% 24,678 $3.1M
Ranch Capital Advisors Inc. 0.99% Add +9.3% 24,627 $3.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -5.9% 24,571 $3.1M
Franklin Street Advisors Inc. 0.17% Reduce -5.5% 24,417 $3.1M
Profund Advisors LLC 0.09% Reduce -8.0% 24,410 $3.1M
Plan Group Financial, LLC 0.64% Add +15.2% 24,369 $3.1M
Fulton Bank, N.A. 0.09% Reduce -0.5% 24,295 $3.1M
CORDA Investment Management, LLC. 0.19% New 24,168 $3.1M
SWS Partners 0.66% Add +33.9% 24,127 $3.1M
Segall Bryant & Hamill, LLC 0.04% Add +2.3% 24,119 $3.1M
American National Bank & Trust 0.26% Add +5.9% 24,096 $3.0M
Mutual Advisors, LLC 0.06% Add +8.3% 24,041 $3.0M
WCG Wealth Advisors LLC 0.07% Add +1.1% 24,035 $3.0M
Evercore Wealth Management, LLC 0.04% Reduce -0.3% 24,009 $3.0M
Jefferies Financial Group Inc. 0.03% Reduce -76.2% 24,007 $3.0M
Counterweight Ventures, LLC 1.51% Reduce -1.0% 23,961 $3.0M
Spirit of America Management Corp. 0.57% Add +2.1% 23,900 $3.0M
RiverFront Investment Group, LLC 0.04% Add +105.7% 23,896 $3.0M
Odyssean, LLC 0.49% Add +109.1% 23,788 $3.0M
Mill Capital Management, LLC 0.20% Reduce -2.3% 23,775 $3.0M
Vestmark Advisory Solutions, Inc. 0.03% Add +150.5% 23,727 $3.0M
MassMutual Private Wealth & Trust, FSB 0.08% Add +0.8% 23,627 $3.0M
Mufg Securities Americas Inc. 0.15% Add +9.1% 23,480 $3.0M
Frec Markets, Inc. 0.27% Add +116.2% 23,422 $3.0M
Summit Global Investments 0.16% Add +161.0% 23,397 $3.0M
GAM Holding AG 0.23% Reduce -0.7% 23,364 $3.0M
Advisory Alpha, LLC 0.07% Add +22.6% 23,352 $3.0M
Cornerstone Wealth Group, LLC 0.18% Add +5.4% 23,276 $2.9M
Brick & Kyle, Associates 0.97% No change 22,495 $2.9M
Live Oak Private Wealth LLC 0.37% Add +0.0% 23,270 $2.9M
Verdence Capital Advisors LLC 0.15% Reduce -6.8% 23,210 $2.9M
Summit Financial, LLC 0.03% Add +9.4% 23,201 $2.9M
Home Federal Bank of Tennessee 0.63% No change 23,177 $2.9M
North Dakota State Investment Board 0.12% Add +2.6% 23,133 $2.9M
Compound Planning, Inc. 0.08% Add +7.3% 22,987 $2.9M
Capital Innovations LLC 0.75% — 22,975 $2.9M
Resources Management Corp. /CT/ 0.36% Add +3.8% 22,838 $2.9M
Bank & Trust Co 1.81% No change 22,569 $2.9M
Shoker Investment Counsel, Inc. 0.72% Add +4.4% 22,521 $2.9M
Signaturefd, LLC 0.04% Add +1.8% 22,418 $2.8M
apricus wealth, LLC 1.35% Add +0.7% 22,386 $2.8M
StoneX Group Inc. 0.11% Add +18.2% 22,333 $2.8M
Miller Howard Investments Inc. 0.07% Add +3.7% 22,232 $2.8M
Platform Technology Partners 0.46% Add +4.7% 22,181 $2.8M
Siemens Fonds Invest GmbH 0.14% No change 22,168 $2.8M
Delta Financial Advisors LLC 0.67% Add +0.5% 22,166 $2.8M
Adalta Capital Management LLC 1.23% Reduce -1.5% 22,131 $2.8M
Murphy, Middleton, Hinkle & Parker, Inc. 1.13% Add +0.0% 22,035 $2.8M
Scotia Capital Inc. 0.01% Add +51.2% 22,021 $2.8M
Hardin Capital Partners, LLC 1.29% Reduce -1.0% 21,849 $2.8M
Lineweaver Wealth Advisors, LLC 0.33% Add +5.8% 21,997 $2.8M
AMG National Trust Bank 0.06% Reduce -26.4% 21,959 $2.8M
Ameritas Advisory Services, LLC 0.06% Add +58.8% 21,860 $2.8M
Constant Guidance Financial LLC 1.73% Add +72.9% 21,780 $2.8M
Kentucky Trust Co 1.32% Reduce -1.6% 21,705 $2.7M
Citizens Financial Group Inc. 0.03% Add +21.8% 21,668 $2.7M
Hohimer Wealth Management, LLC 0.28% Add +5.5% 21,480 $2.7M
BLB&B Advisors, LLC 0.10% Reduce -1.5% 21,457 $2.7M
Donaldson Capital Management, LLC 0.08% Add +11.1% 21,451 $2.7M
Birmingham Capital Management Co. Inc. 1.03% No change 21,413 $2.7M
Precedent Wealth Partners, LLC 0.45% Add +26.0% 21,328 $2.7M
Pursuit Wealth Strategies, LLC 3.48% Add +0.2% 21,134 $2.7M
Ieq Capital, LLC 0.01% Add +1.3% 21,133 $2.7M
Jefferson Bridge Capital, LLC 2.31% No change 21,090 $2.7M
Strategic Blueprint, LLC 0.13% Add +17.1% 20,938 $2.7M
Ti-Trust, Inc. 1.42% Add +0.4% 20,915 $2.6M
Greenleaf Trust 0.03% Add +2.0% 20,685 $2.6M
Vectors Research Management, LLC 0.68% Reduce -1.4% 20,667 $2.6M
Greenwood Capital Associates LLC 0.26% Reduce -6.3% 20,570 $2.6M
Perigon Wealth Management, LLC 0.04% Add +10.1% 20,484 $2.6M
Westwood Holdings Group Inc. 0.02% Add +9.4% 20,471 $2.6M
Securian Asset Management, Inc. 0.09% Reduce -1.6% 20,718 $2.6M
Dark Forest Capital Management LP 0.17% New 20,451 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -0.5% 20,381 $2.6M
Community Bank & Trust, Waco, Texas 0.46% Reduce -2.2% 20,369 $2.6M
Lee Danner & Bass Inc. 0.15% Add +0.0% 20,211 $2.6M
Sound View Wealth Advisors Group, LLC 0.16% Reduce -7.9% 20,061 $2.5M
Certified Advisory Corp 0.20% Reduce -3.3% 20,048 $2.5M
Cannon Wealth Management Services, LLC 1.37% Reduce -0.3% 19,826 $2.5M
Berkeley Capital Partners, LLC 0.52% Add +2.9% 19,795 $2.5M
Victrix Investment Advisors 1.05% Add +27.2% 19,746 $2.5M
Wealthspire Advisors, LLC 0.01% Add +2.9% 19,524 $2.5M
Dougherty & Associates, LLC 1.96% Add +2.1% 19,358 $2.5M
Ballast, Inc. 0.46% Add +21.4% 19,358 $2.5M
AlphaCore Capital LLC 0.05% Add +25.3% 19,354 $2.4M
Advanced Asset Management Advisors Inc 0.64% No change 19,349 $2.4M
WealthShield Partners, LLC 0.37% Reduce -22.7% 19,310 $2.4M
Meeder Advisory Services, Inc. 0.09% Reduce -1.3% 19,308 $2.4M
DRW Securities, LLC 0.15% New 19,219 $2.4M
V. M. Manning & Co., Inc. 2.08% — 19,213 $2.4M
Norden Group LLC 0.20% Add +11.7% 19,163 $2.4M
IHT Wealth Management, LLC 0.05% Reduce -0.7% 19,153 $2.4M
Cornerstone Wealth Management, LLC 0.10% Add +15.0% 18,986 $2.4M
GF Fund Management Co. LTD. 0.03% New 18,978 $2.4M
Davis Investment Partners, LLC 0.73% Reduce -0.6% 18,953 $2.4M
T. Rowe Price Investment Management, Inc. 0.00% Add +35.2% 18,928 $2.4M
Ethic Inc. 0.03% New 18,873 $2.4M
Wagner Wealth Management, LLC 0.44% Add +2.2% 18,864 $2.4M
Capital Investment Counsel, Inc 0.26% Add +0.0% 18,864 $2.4M
Cornerstone Planning, LLC 0.55% Add +0.2% 18,807 $2.4M
Bison Wealth, LLC 0.22% Add +0.7% 18,883 $2.4M
Rodgers Brothers Inc. 0.23% Reduce -6.0% 18,778 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -3.7% 18,716 $2.4M
Westpac Banking Corp. 0.15% Reduce -0.2% 18,672 $2.4M
Pine Valley Investments Ltd Liability Co 0.10% Add +7.5% 18,664 $2.4M
Argent Advisors, Inc. 0.59% Add +1.2% 18,647 $2.4M
Symphony Financial, Ltd. Co. 0.26% Add +12.0% 18,393 $2.4M
Stratos Investment Management, LLC 0.09% Add +0.8% 18,601 $2.4M
First National Bank of Omaha 0.07% Add +78.8% 18,423 $2.3M
Dover Advisors, LLC 0.96% Reduce -4.3% 20,000 $2.3M
Evergreen Capital Management LLC 0.04% Add +95.0% 18,500 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Add +15.1% 18,471 $2.3M
Measured Risk Portfolios, Inc. 2.08% Reduce -5.1% 18,453 $2.3M
Wealth Alliance, LLC 0.20% Reduce -1.4% 18,450 $2.3M
Qsemble Capital Management, LP 0.30% Reduce -78.7% 18,429 $2.3M
Ledgewood Wealth Advisors, LLC 1.24% No change 18,404 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -19.9% 18,403 $2.3M
Wolff Wiese Magana LLC 1.06% Reduce -0.3% 18,273 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Reduce -0.4% 18,245 $2.3M
Marino, Stram & Associates LLC 0.37% Add +0.5% 18,167 $2.3M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -4.3% 18,043 $2.3M
Private Trust Co. NA 0.18% Reduce -6.8% 17,855 $2.3M
Wedbush Securities Inc. 0.06% Reduce -7.7% 17,818 $2.3M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -5.6% 17,802 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.27% Add +8.8% 17,668 $2.2M
Stamos Capital Partners, L.P. 0.34% No change 17,644 $2.2M
TSP Capital Management Group, LLC 0.53% New 17,627 $2.2M
Confluence Wealth Services, Inc. 0.06% Add +20.9% 17,603 $2.2M
Compagnie Lombard Odier SCmA 0.02% No change 17,500 $2.2M
Lanark Financial, Inc. 0.15% Add +1.9% 17,498 $2.2M
Callan Family Office, LLC 0.04% Reduce -6.8% 17,496 $2.2M
Ritholtz Wealth Management 0.03% Add +4.7% 17,476 $2.2M
Parr McKnight Wealth Management Group, LLC 0.26% Reduce -2.0% 17,291 $2.2M
Clear Trail Advisors, LLC 0.33% Add +1.1% 17,282 $2.2M
Polymer Capital Management (US) LLC 0.32% New 17,226 $2.2M
Graves Light Lenhart Wealth, Inc. 0.20% Add +4.9% 17,181 $2.2M
Cresset Asset Management, LLC 0.01% Add +9.1% 17,146 $2.2M
Alchemi Wealth, LLC 1.01% Add +7.1% 17,072 $2.2M
Wedmont Private Capital 0.06% Add +6.3% 17,219 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +17.2% 17,000 $2.2M
Modern Wealth Management, LLC 0.03% Add +15.0% 16,984 $2.1M
Courier Capital LLC 0.11% Reduce -1.0% 16,917 $2.1M
Compass Financial Management LLC 0.26% — 16,907 $2.1M
Mission Wealth Management, LP 0.03% Add +12.8% 16,879 $2.1M
Alaethes Wealth, LLC 0.62% Add +0.3% 16,845 $2.1M
Canandaigua National Bank & Trust Co. 0.18% — 16,828 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% No change 16,791 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.57% Reduce -1.1% 16,760 $2.1M
Garton & Associates Financial Advisors LLC 4.80% Add +4.6% 16,757 $2.1M
Savvy Advisors, Inc. 0.05% Add +13.3% 16,732 $2.1M
Banco Santander, S.A. 0.01% Add +28.0% 16,714 $2.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +9.1% 16,596 $2.1M
Secured Retirement Advisors, LLC 1.06% New 16,380 $2.1M
Smith, Moore & Co. 0.13% Reduce -0.9% 16,371 $2.1M
Bull Street Advisors, LLC 0.94% Add +12.0% 16,348 $2.1M
Valeo Financial Advisors, LLC 0.04% Reduce -16.4% 16,334 $2.1M
Parsons Capital Management Inc. 0.09% Reduce -71.8% 16,290 $2.1M
Heritage Wealth Management, Inc. 0.51% Add +0.0% 16,211 $2.1M
Orleans Capital Management Corp. 1.06% Reduce -0.6% 16,199 $2.1M
Patrick Mauro Investment Advisor, INC. 1.03% Add +1.3% 16,196 $2.1M
MidFirst Bank 0.15% Add +2.1% 16,163 $2.0M
Ipswich Investment Management Co., Inc. 0.43% Reduce -4.1% 16,063 $2.0M
InTrack Investment Management Inc 1.00% Add +4.7% 16,012 $2.0M
Inspire Trust Co, N.A. 0.28% No change 16,000 $2.0M
London Co. of Virginia 0.01% Reduce -5.8% 15,979 $2.0M
Keeler Thomas Management LLC 0.72% Reduce -2.0% 15,972 $2.0M
CI Investments Inc. 0.01% Add +9.8% 15,945 $2.0M
Apella Capital, LLC 0.03% Add +18.0% 15,585 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -30.1% 15,779 $2.0M
Quadrant Capital Group LLC 0.05% Add +2.4% 15,778 $2.0M
TIAA Wealth Investment Management LLC 0.01% Reduce -88.3% 15,755 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.1% 15,721 $2.0M
Essex Financial Services, Inc. 0.10% Reduce -2.6% 15,657 $2.0M
Center for Wealth Management Advisory 1.23% Add +1.6% 15,541 $2.0M
New Republic Capital, LLC 0.45% Add +195.3% 15,482 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -45.9% 15,415 $2.0M
Cornerstone Capital, Inc. 0.17% Reduce -1.7% 15,317 $1.9M
Curi Capital, LLC 0.03% Reduce -5.3% 15,295 $1.9M
Jeppson Wealth Management, LLC 0.57% Reduce -0.3% 15,272 $1.9M
Successful Portfolios LLC 0.90% No change 15,407 $1.9M
Integrated Advisors Network LLC 0.09% Reduce -0.2% 15,150 $1.9M
Trust Co of the South 0.27% Reduce -6.8% 15,003 $1.9M
Rahlfs Capital, LLC 1.39% No change 14,986 $1.9M
Silver Oak Securities, Incorporated 0.12% Add +5.2% 14,975 $1.9M
Two Sigma Securities, LLC 0.16% New 14,892 $1.9M
United Community Bank 0.58% Add +0.1% 14,888 $1.9M
Parcion Private Wealth LLC 0.10% Reduce -0.2% 14,810 $1.9M
RKL Wealth Management LLC 0.15% Reduce -3.6% 14,714 $1.9M
Alerus Financial NA 0.08% Add +155.6% 14,691 $1.9M
VestGen Advisors, LLC 0.05% Reduce -3.9% 14,689 $1.9M
City Holding Co. 0.21% Reduce -1.8% 14,639 $1.9M
Simplex Trading, LLC 0.05% New 14,605 $1.8M
Diversify Advisory Services, LLC 0.03% Add +388.7% 14,305 $1.8M
Diversify Wealth Management, LLC 0.03% Add +25.5% 14,305 $1.8M
Weaver Capital Management LLC 0.41% No change 14,069 $1.8M
Concord Wealth Partners 0.21% Add +0.9% 14,542 $1.8M
Pettyjohn, Wood & White, Inc. 0.27% Reduce -0.1% 14,537 $1.8M
Tema ETFs LLC 0.06% Add +9.9% 14,485 $1.8M
Grandview Asset Management LLC 0.46% Reduce -2.6% 14,483 $1.8M
Cordgrass Capital Advisors, LLC 0.68% Reduce -12.5% 14,448 $1.8M
Biltmore Family Office, LLC 0.24% No change 14,429 $1.8M
Bfsg, LLC 0.16% Add +0.6% 14,406 $1.8M
Trust Co. of Vermont 0.07% — 14,323 $1.8M
MSH Capital Advisors LLC 0.31% Add +0.2% 14,264 $1.8M
Highview Capital Management LLC 0.52% Add +6.7% 14,177 $1.8M
Oxford Asset Management LLP 0.88% New 14,171 $1.8M
WealthTrust Axiom LLC 0.40% Reduce -1.7% 14,158 $1.8M
Ballentine Partners, LLC 0.02% Add +32.7% 14,134 $1.8M
Ascent Group, LLC 0.05% Reduce -48.6% 14,118 $1.8M
ROI Financial Advisors, LLC 0.92% Reduce -1.2% 14,083 $1.8M
Dakota Wealth Management 0.03% Add +0.7% 14,081 $1.8M
NTV Asset Management LLC 0.17% Reduce -0.8% 14,067 $1.8M
Private Wealth Partners, LLC 0.13% Reduce -3.3% 14,013 $1.8M
Burke & Herbert Bank & Trust Co. 0.44% Reduce -1.8% 13,997 $1.8M
Hanson & Doremus Investment Management 0.18% Reduce -7.0% 13,945 $1.8M
Portside Wealth Group, LLC 0.21% Add +6.4% 13,911 $1.8M
Agp Franklin, LLC 0.76% Add +9.9% 13,860 $1.8M
Marks Group Wealth Management, Inc 0.15% Reduce -15.1% 13,694 $1.7M
Caxton Associates LLP 0.03% Add +375.3% 13,660 $1.7M
AssuredPartners Investment Advisors, LLC 0.17% Add +4.8% 13,646 $1.7M
Meridian Financial Partners LLC 0.59% Reduce -1.7% 13,885 $1.7M
JT Stratford LLC 0.19% Add +1.0% 13,626 $1.7M
LOM Asset Management Ltd 0.44% Reduce -1.0% 13,600 $1.7M
Raleigh Capital Management Inc. 0.55% Add +2.0% 13,555 $1.7M
Vaughan Nelson Investment Management, L.P. 0.02% No change 13,525 $1.7M
Nvwm, LLC 0.34% Reduce -0.7% 13,504 $1.7M
Park National Corp. 0.05% Reduce -2.6% 13,483 $1.7M
Jacobi Capital Management LLC 0.08% Add +0.8% 13,478 $1.7M
Patten Group, Inc. 0.27% Add +7.9% 13,478 $1.7M
Aviva PLC 0.00% Add +1.8% 13,450 $1.7M
Advisor OS, LLC 0.11% Reduce -14.2% 13,356 $1.7M
Wealth Dimensions Group, Ltd. 0.30% Add +3.9% 13,296 $1.7M
Hartford Funds Management Co LLC 0.13% Reduce -5.0% 13,204 $1.7M
Marshall Wace, LLP 0.00% Reduce -98.5% 13,149 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -1.6% 13,119 $1.7M
Welch Group, LLC 0.06% Add +2.1% 13,082 $1.7M
TCW Group Inc. 0.01% Add +1.8% 13,081 $1.7M
Concord Asset Management, LLC 0.26% Add +0.8% 13,080 $1.7M
Safe Harbor Fiduciary, LLC 1.29% Add +3.6% 13,078 $1.7M
Gibson Wealth Advisors LLC 1.03% Reduce -13.3% 13,000 $1.6M
Armor Investment Advisors, LLC 0.53% Reduce -4.8% 12,981 $1.6M
Orca Wealth Management, LLC 0.98% Reduce -0.2% 12,909 $1.6M
Parallel Advisors, LLC 0.03% Add +3.8% 12,905 $1.6M
Kennondale Capital Management LLC 1.08% No change 12,865 $1.6M
Cassia Capital Partners, LLC 0.79% Reduce -0.1% 12,856 $1.6M
Novare Capital Management LLC 0.12% Reduce -1.9% 12,823 $1.6M
Aaron Wealth Advisors LLC 0.08% Add +23.8% 12,793 $1.6M
Premier Fund Managers Ltd 0.15% No change 12,500 $1.6M
Doliver Advisors, LP 0.36% Add +4.5% 12,648 $1.6M
Arbor Investment Advisors, LLC 0.18% Add +113.8% 12,647 $1.6M
Diversified Trust Co. 0.03% Add +3.8% 12,644 $1.6M
Columbia Asset Management 0.28% Reduce -4.0% 12,624 $1.6M
ZWJ Investment Counsel Inc. 0.05% Add +0.8% 12,593 $1.6M
Keystone Financial Group 0.09% Add +5.7% 12,585 $1.6M
Focus Financial Network, Inc. 0.05% Reduce -5.4% 12,562 $1.6M
Brooks, Moore & Associates, Inc. 0.71% Add +4.9% 12,547 $1.6M
Syon Capital LLC 0.07% Add +18.7% 12,526 $1.6M
MTM Investment Management, LLC 0.45% Reduce -0.9% 12,516 $1.6M
CreativeOne Wealth, LLC 0.03% Reduce -4.7% 12,484 $1.6M
Everhart Financial Group, Inc. 0.10% Reduce -0.5% 12,468 $1.6M
NovaPoint Capital, LLC 0.33% Add +6.3% 12,467 $1.6M
First National Trust Co 0.05% Reduce -19.1% 12,440 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Reduce -2.0% 12,440 $1.6M
Carnegie Investment Counsel 0.03% Add +4.2% 12,422 $1.6M
GMO 0.00% No change 12,391 $1.6M
Nicolet Bankshares Inc. 0.05% Add +1.2% 12,407 $1.6M
Allen Capital Group, LLC 0.13% Reduce -1.3% 12,386 $1.6M
HBK Sorce Advisory LLC 0.03% Add +14.2% 12,668 $1.6M
Frank, Rimerman Advisors LLC 0.09% Add +49.1% 12,333 $1.6M
Pullen Investment Management, LLC 0.72% Add +1.4% 12,307 $1.6M
Focus Partners Advisor Solutions, LLC 0.01% Add +49.5% 12,304 $1.6M
Norway Savings Bank 0.65% Reduce -0.9% 12,266 $1.6M
Souders Financial Advisors 0.16% Reduce -1.8% 12,253 $1.6M
Townsquare Capital LLC 0.28% Add +4.7% 12,220 $1.5M
MBL Wealth, LLC 0.11% Add +2.2% 12,184 $1.5M
Claro Advisors Inc. 0.16% Add +1.1% 12,181 $1.5M
Excalibur Management Corp. 0.51% Add +0.6% 12,143 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -5.1% 12,103 $1.5M
Penobscot Investment Management Company, Inc. 0.11% Reduce -0.5% 12,091 $1.5M
Danske Bank A/S 0.00% Add +28.8% 12,087 $1.5M
Point Windward Advisors Inc. 0.68% Add +3.2% 12,013 $1.5M
O'Keefe Stevens Advisory, Inc. 0.31% Add +3.3% 11,998 $1.5M
Advisortrust Partners, LLC 0.52% Add +8.9% 11,998 $1.5M
RFG Advisory, LLC 0.02% Add +3.4% 11,978 $1.5M
Man Group plc 0.00% Reduce -17.4% 11,973 $1.5M
Marble Harbor Investment Counsel, LLC 0.15% No change 11,958 $1.5M
Inspire Advisors, LLC 0.11% Add +40.7% 11,961 $1.5M
Cascades Capital Asset Management, LLC 0.56% Add +25.4% 11,920 $1.5M
Retirement Guys Formula LLC 0.57% Add +6.7% 11,905 $1.5M
Alpha Omega Wealth Management LLC 0.23% Reduce -0.1% 11,877 $1.5M
Earnest Partners LLC 0.01% Reduce -2.3% 11,872 $1.5M
LVW Advisors, LLC 0.13% Add +1.4% 11,871 $1.5M
Mystic Asset Management, Inc. 0.32% Reduce -0.1% 11,819 $1.5M
Candriam S.C.A. 0.01% Add +3.5% 11,786 $1.5M
1ST Source Bank 0.07% Reduce -2.9% 11,756 $1.5M
LifePlan Financial, LLC 1.04% Add +0.8% 11,736 $1.5M
Burkett Financial Services, LLC 0.46% Reduce -3.8% 11,683 $1.5M
Clough Capital Partners L P 0.12% Reduce -80.7% 11,662 $1.5M
Chesley Taft & Associates LLC 0.06% Add +2.9% 11,633 $1.5M
Segment Wealth Management, LLC 0.08% Add +7.0% 11,622 $1.5M
Drucker Wealth 3.0, LLC 0.23% Reduce -1.3% 11,605 $1.5M
Ausdal Financial Partners, Inc. 0.06% Add +0.2% 11,600 $1.5M
Balboa Wealth Partners 0.20% Reduce -11.3% 11,590 $1.5M
Heritage Investors Management Corp. 0.04% Reduce -1.0% 11,593 $1.5M
MainStreet Investment Advisors LLC 0.20% Add +10.7% 11,573 $1.5M
Independent Financial Group, LLC 0.03% Add +1.3% 11,565 $1.5M
Bellecapital International Ltd. 0.23% No change 11,553 $1.5M
Comprehensive Financial Consultants Institutional, Inc. 0.39% Add +13.2% 11,547 $1.5M
Kenora Financial, LLC 0.45% Add +5.3% 11,492 $1.5M
Ethos Financial Group, LLC 0.10% Reduce -21.4% 11,427 $1.4M
Rollins Financial Advisors, LLC 0.19% Add +21.8% 11,427 $1.4M
LCNB Corp. 0.44% Reduce -0.7% 11,397 $1.4M
Crestwood Advisors Group, LLC 0.02% Add +22.4% 11,357 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.05% No change 11,200 $1.4M
Trust Investment Advisors 0.69% Add +0.0% 11,349 $1.4M
Fourpath Capital Management, LLC 0.19% Add +6.9% 11,314 $1.4M
LMG Wealth Partners, LLC 0.23% No change 11,293 $1.4M
Hexagon Capital Partners LLC 0.20% Add +16.2% 11,291 $1.4M
Widmann Financial Services, Inc. 0.76% Reduce -1.3% 11,249 $1.4M
Elyxium Wealth, LLC 0.15% New 11,204 $1.4M
Outfitters Financial LLC 0.99% No change 11,190 $1.4M
Qtron Investments LLC 0.19% Reduce -13.8% 11,187 $1.4M
Greenfield Savings Bank 0.54% Reduce -0.7% 11,152 $1.4M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.9% 11,103 $1.4M
Mechanics Bank Trust Department 0.17% Reduce -12.2% 11,062 $1.4M
Allen Wealth Management, LLC 0.67% Reduce -5.8% 10,879 $1.4M
RIA Advisory Group LLC 0.30% Add +8.0% 10,834 $1.4M
Fortress Private Ledger, LLC 0.37% Add +0.5% 10,831 $1.4M
CFS Investment Advisory Services, LLC 0.09% Add +0.1% 10,565 $1.4M
Larson Financial Group LLC 0.04% Add +12.8% 10,705 $1.4M
Cherokee Insurance Co 0.52% No change 10,700 $1.4M
Roxbury Financial LLC 1.07% Add +1.0% 10,683 $1.4M
Eagle Global Advisors LLC 0.04% No change 10,650 $1.3M
Dynamic Technology Lab Private Ltd 0.30% New 10,652 $1.3M
Machina Capital S.A.S. 0.21% New 10,628 $1.3M
Corundum Group, Inc. 0.40% Reduce -1.4% 10,621 $1.3M
Haverford Trust Co 0.01% Reduce -8.4% 10,584 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.11% Reduce -0.6% 10,574 $1.3M
Belpointe Asset Management LLC 0.04% Reduce -3.1% 10,570 $1.3M
Clearbridge Investments, LLC 0.00% No change 10,537 $1.3M
Valmark Advisers, Inc. 0.01% Reduce -1.9% 10,535 $1.3M
Andrew Hill Investment Advisors, Inc. 0.99% Reduce -0.3% 10,524 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +8.4% 10,521 $1.3M
Hayek Kallen Investment Management 0.40% Add +0.1% 10,493 $1.3M
Fca Corp. 0.33% Add +5.8% 10,487 $1.3M
Western Wealth Management, LLC 0.04% Add +0.7% 10,480 $1.3M
Dickmeyer Boyce Financial Management, Inc. 0.69% Reduce -0.0% 10,455 $1.3M
Simplicity Wealth,LLC 0.04% Add +37.9% 10,453 $1.3M
Formidable Asset Management, LLC 0.21% Reduce -0.1% 10,080 $1.3M
Bright Futures Wealth Management, LLC. 0.85% Reduce -16.8% 10,403 $1.3M
Winthrop Capital Management, LLC 0.32% Add +0.6% 10,378 $1.3M
Whalerock Point Partners, LLC 0.23% Reduce -3.5% 10,362 $1.3M
AA Financial Advisors, LLC 0.16% Add +8.1% 10,357 $1.3M
Phillips Wealth Planners LLC 0.97% Reduce -9.1% 10,219 $1.3M
B. Riley Wealth Advisors, Inc. 0.07% Add +5.4% 10,151 $1.3M
Moneta Group Investment Advisors LLC 0.01% Add +10.9% 10,291 $1.3M
Insigneo Advisory Services, LLC 0.05% Add +2.4% 10,289 $1.3M
Atlanta Consulting Group Advisors, LLC 0.21% Add +38.2% 10,271 $1.3M
Voya Financial Advisors, Inc. 0.11% Reduce -18.7% 10,121 $1.3M
Taylor Hoffman Capital Management LLC 0.32% No change 10,259 $1.3M
Verity Asset Management, Inc. 0.49% Add +7.3% 10,205 $1.3M
Harbor Investment Advisory, LLC 0.09% Add +6.3% 10,195 $1.3M
Twin City Private Wealth, LLC 0.90% Reduce -21.7% 10,119 $1.3M
Wills Financial Group LLC 0.46% Add +3.9% 10,030 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.13% Reduce -48.0% 10,020 $1.3M
First County Bank 0.60% Reduce -6.1% 9,980 $1.3M
Gables Capital Management Inc. 0.46% No change 9,954 $1.3M
Bluebird Wealth Management LLC 1.09% Reduce -5.1% 9,918 $1.3M
CHICAGO TRUST Co NA 0.18% No change 9,865 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -19.1% 9,820 $1.2M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -7.5% 9,740 $1.2M
Integrity Alliance, Llc. 0.04% Add +15.0% 9,723 $1.2M
Picton Mahoney Asset Management 0.01% Add +96270.0% 9,637 $1.2M
KCM Investment Advisors LLC 0.04% Reduce -3.7% 9,611 $1.2M
Guardian Wealth Advisors, LLC / NC 0.07% Add +18.9% 9,606 $1.2M
Rithm Capital Corp. 1.70% Add +11.6% 9,600 $1.2M
Atom Investors LP 0.11% New 9,595 $1.2M
First City Capital Management, Inc. 0.59% Reduce -0.3% 9,558 $1.2M
Strategic Advisors LLC 0.26% Reduce -86.0% 9,475 $1.2M
PeakShares LLC 0.89% Add +2.9% 9,467 $1.2M
Elm Partners Management LLC 0.04% No change 9,463 $1.2M
Cassaday & Co Wealth Management LLC 0.02% Add +11.1% 9,450 $1.2M
Kellett Wealth Advisors, LLC 0.56% Add +0.0% 9,431 $1.2M
Pines Wealth Management, LLC 0.34% Reduce -0.1% 9,409 $1.2M
Sculati Wealth Management, LLC 0.40% Add +0.1% 9,508 $1.2M
Hilltop Holdings Inc. 0.10% Reduce -16.6% 9,367 $1.2M
Nwam LLC 0.06% Add +94.5% 9,359 $1.2M
Abacus Planning Group, Inc. 0.15% Reduce -0.2% 9,339 $1.2M
JBR Co Financial Management Inc 0.43% Add +4.8% 9,338 $1.2M
Field & Main Bank 0.24% Add +2.2% 9,308 $1.2M
Sollinda Capital Management LLC 0.25% Add +4.0% 9,268 $1.2M
Atlas Brown,Inc. 0.31% Add +0.1% 9,245 $1.2M
Kavar Capital Partners Group, LLC 0.14% Reduce -2.1% 9,238 $1.2M
Cidel Asset Management Inc. 0.06% Add +27.3% 9,227 $1.2M
Revisor Wealth Management LLC 0.28% Reduce -15.7% 9,214 $1.2M
Huntleigh Advisors, Inc. 0.16% Add +5.9% 9,163 $1.2M
Gateway Wealth Partners, LLC 0.07% Reduce -32.8% 9,162 $1.2M
Peoples Financial Services Corp. 0.50% Reduce -0.5% 9,156 $1.2M
Stableford Capital II LLC 0.40% Add +6.6% 9,149 $1.2M
Dearborn Partners LLC 0.07% Reduce -0.2% 9,081 $1.1M
Fidelis Capital Partners, LLC 0.07% Add +1.0% 9,078 $1.1M
St. Louis Trust Co 0.13% No change 5,207 $1.1M
Intesa Sanpaolo S.p.A. 0.04% Add +6.7% 9,071 $1.1M
Keynote Financial Services LLC 0.54% Reduce -1.1% 9,054 $1.1M
Indivisible Partners 0.06% Add +16.8% 9,049 $1.1M
EPG Wealth Management LLC 0.27% Add +38.7% 9,041 $1.1M
Bank Ozk 0.34% Reduce -18.1% 9,041 $1.1M
CoreCap Advisors, LLC 0.03% Add +2.2% 8,994 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -21.6% 8,942 $1.1M
Horizon Financial Services, LLC 0.43% Add +2.8% 8,934 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.06% Add +0.9% 8,913 $1.1M
BCS Private Wealth Management, Inc. 0.34% Reduce -8.2% 8,898 $1.1M
Croban 0.50% Add +4.3% 8,887 $1.1M
NFSG Corp 0.14% Reduce -37.0% 8,880 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +0.0% 8,866 $1.1M
Ingalls & Snyder LLC 0.03% Reduce -0.5% 8,865 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -4.9% 8,858 $1.1M
Allred Capital Management, LLC 0.37% Reduce -0.4% 8,820 $1.1M
First Dallas Securities Inc. 0.37% Reduce -0.2% 8,808 $1.1M
Gryphon Financial Partners LLC 0.10% Add +20.2% 8,787 $1.1M
Evermay Wealth Management LLC 0.11% Reduce -0.7% 8,766 $1.1M
Themes Management Co LLC 0.73% Add +13.7% 8,757 $1.1M
Nepsis Inc. 0.37% Reduce -0.7% 8,611 $1.1M
Brighton Jones LLC 0.02% Add +12.5% 8,599 $1.1M
Cura Wealth Advisors, LLC 0.46% Reduce -0.3% 8,588 $1.1M
Cape Investment Advisory, Inc. 0.29% Reduce -1.5% 8,559 $1.1M
Tortuga Wealth Management, Inc 0.82% Add +4.9% 8,540 $1.1M
Nilsine Partners, LLC 0.07% Add +9.8% 8,536 $1.1M
Aviance Capital Partners, LLC 0.11% Add +2.3% 8,517 $1.1M
Avanza Fonder AB 0.02% Add +728.5% 8,517 $1.1M
Chicago Capital, LLC 0.03% Reduce -6.6% 8,488 $1.1M
Intrust Bank NA 0.08% Add +5.5% 8,466 $1.1M
North Dallas Bank & Trust Co. 0.63% Add +7.8% 8,373 $1.1M
Stratos Wealth Advisors, LLC 0.06% Add +15.9% 8,361 $1.1M
Kanawha Capital Management LLC 0.07% Add +4.2% 8,344 $1.1M
CacheTech Inc. 0.17% Add +40.2% 8,315 $1.1M
City National Bank of Florida 0.44% Add +25.3% 8,271 $1.0M
Reaves W H & Co. Inc. 0.02% Reduce -0.2% 8,264 $1.0M
Violich Capital Management, Inc. 0.11% Reduce -5.7% 8,208 $1.0M
Rehmann Capital Advisory Group 0.05% Add +0.6% 8,185 $1.0M
Sumitomo Life Insurance Co. 0.02% Reduce -5.3% 8,183 $1.0M
Persium Advisors, LLC 0.67% Add +11.5% 8,174 $1.0M
Aprio Wealth Management, LLC 0.05% Reduce -0.7% 8,130 $1.0M
Harbour Trust & Investment Management Co 0.10% No change 8,100 $1.0M
Hengehold Capital Management LLC 0.08% Add +8.4% 8,069 $1.0M
Albion Financial Group 0.06% No change 8,048 $1.0M
Pittenger & Anderson Inc. 0.04% Add +10.7% 8,025 $1.0M
Alessandra Capital Management, LLC 0.72% Reduce -1.6% 8,006 $1.0M
Marble Wealth, LLC 0.15% Add +1.0% 7,987 $1.0M
111 Capital 0.17% New 7,983 $1.0M
Archford Capital Strategies, LLC 0.10% Add +1.8% 7,979 $1.0M
Wulff, Hansen & Co. 0.77% No change 7,950 $1.0M
SCS Capital Management LLC 0.01% Add +0.2% 7,943 $1.0M
Catalyst Financial Partners LLC 0.10% Reduce -14.8% 7,920 $1.0M
Neville Rodie & Shaw Inc. 0.06% Reduce -7.0% 7,915 $1.0M
DB&C Advisors, LLC 1.08% Add +0.4% 7,914 $1.0M
Birch Hill Investment Advisors LLC 0.04% No change 7,888 $998K
Prosperity Consulting Group, LLC 0.04% Reduce -1.5% 7,862 $995K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -3.6% 7,873 $995K
LongView Wealth Management 0.25% Add +0.2% 7,828 $991K
Bluespring Wealth Management, LLC 0.02% New 7,827 $991K
Whittier Trust Co. of Nevada Inc. 0.02% Add +2.2% 7,701 $987K
Fiduciary Group, LLC 0.08% Reduce -2.3% 7,767 $983K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +0.1% 7,764 $983K
NewEdge Wealth, LLC 0.01% Add +20.0% 7,736 $979K
Fiduciary Trust Co 0.01% Reduce -25.9% 7,727 $978K
Strategic Investment Advisors / MI 0.06% Reduce -12.7% 7,712 $976K
Sawyer & Company, Inc 0.33% Reduce -3.0% 7,667 $970K
Three Magnolias Financial Advisors, LLC 0.54% Add +1.3% 7,641 $967K
Angeles Wealth Management, LLC 0.04% Add +1.1% 7,617 $964K
SCP Investment, LP 0.89% New 7,600 $962K
Legacy Financial Advisors, Inc. 0.12% Add +2.4% 7,567 $958K
Community Bank of Raymore 0.56% No change 7,565 $958K
Bigelow Investment Advisors, LLC 0.35% Add +0.3% 7,557 $957K
HORAN Wealth, LLC 0.12% Add +4.0% 7,531 $953K
Integras Partners LLC 0.52% New 7,512 $951K
Gradient Investments LLC 0.01% Add +3.3% 7,504 $950K
OneAscent Financial Services LLC 0.05% Reduce -16.8% 7,493 $949K
HM Payson & Co. 0.01% Reduce -6.5% 7,469 $945K
Lantz Financial LLC 0.17% Add +4.0% 7,442 $942K
Kovack Advisors, Inc. 0.05% Reduce -51.6% 7,463 $940K
Graybill Wealth Management, LTD. 0.25% No change 7,429 $940K
Fisher Asset Management 0.00% Reduce -31.8% 7,422 $940K
Stockman Wealth Management, Inc. 0.10% Add +0.3% 7,355 $931K
Kapstone Financial Advisors LLC 0.39% Reduce -0.2% 7,339 $929K
Powers Advisory Group, LLC 0.29% Reduce -0.1% 7,308 $925K
Cigna Investments Inc. 0.12% Reduce -0.6% 7,300 $924K
Ancora Advisors LLC 0.02% Reduce -17.2% 7,280 $922K
Gratus Wealth Advisors, LLC 0.12% Reduce -1.7% 7,279 $921K
Schmidt P J Investment Management Inc. 0.14% Reduce -2.7% 7,263 $919K
BCS Wealth Management 0.17% Reduce -1.0% 7,260 $919K
Venture Visionary Partners LLC 0.03% Add +8.8% 7,244 $917K
Soltis Investment Advisors LLC 0.05% Add +6.8% 7,233 $916K
CX Institutional 0.03% Reduce -17.7% 7,220 $914K
Baldwin Investment Management, LLC 0.09% Reduce -1.4% 7,218 $914K
Kiley Juergens Wealth Management, LLC 0.14% Reduce -8.5% 7,200 $911K
Northstar Financial Companies, Inc. 0.61% Add +17.0% 7,187 $910K
West Family Investments, Inc. 0.26% Add +1.1% 7,168 $907K
V-Square Quantitative Management LLC 0.09% Add +4.6% 7,160 $906K
Monument Capital Management 0.18% Add +22.0% 7,137 $903K
MADDEN SECURITIES Corp 0.25% No change 7,121 $901K
Crews Bank & Trust 0.12% Reduce -1.8% 7,079 $896K
Glen Eagle Advisors, LLC 0.11% Add +22.6% 7,052 $893K
AdvisorNet Financial, Inc 0.04% Add +6.9% 7,038 $891K
Smith Thornton Advisors LLC 0.39% Add +3.5% 7,000 $888K
Archer Investment Corp 0.17% Add +0.1% 7,009 $887K
Howard Capital Management, LLC 0.01% Add +78.9% 6,978 $883K
Park Edge Advisors, LLC 0.19% Add +113.9% 6,968 $882K
LVM Capital Management Ltd. 0.07% No change 6,941 $879K
KLCM Advisors, Inc. 0.07% No change 6,927 $877K
3Chopt Investment Partners, LLC 0.16% Add +7.8% 6,916 $875K
XY Planning Network, Inc. 0.11% Add +6.1% 6,905 $874K
Roundview Capital LLC 0.05% Add +20.7% 6,901 $874K
Mechanics Financial Corp 0.31% Add +4.4% 6,894 $873K
Capital Square, LLC 0.38% Add +0.5% 6,942 $871K
Manchester Capital Management LLC 0.11% Reduce -0.1% 6,868 $869K
Clarion Wealth Managment Partners, LLC 0.70% Reduce -1.1% 6,864 $869K
BIP Wealth, LLC 0.02% Add +5.5% 6,858 $868K
Flputnam Investment Management Co. 0.01% Reduce -0.4% 6,857 $868K
GW Henssler & Associates Ltd. 0.04% Reduce -0.3% 6,830 $865K
Fortem Financial Group, LLC 0.18% Add +20.4% 6,829 $864K
International Assets Investment Management, LLC 0.05% Reduce -14.6% 6,867 $864K
Marex Group Ltd 0.01% New 6,796 $860K
Crescent Sterling, Ltd. 0.77% Add +9.9% 6,771 $857K
Core Capital Management & Research, inc. 0.45% — 7,146 $857K
MCF Advisors LLC 0.03% Add +7.2% 6,762 $856K
Miramontes Capital, LLC 0.27% Reduce -1.8% 6,754 $855K
Steph & Co. 0.22% Add +14.3% 6,746 $854K
Adirondack Trust Co. 0.25% Add +40.4% 6,720 $851K
Corsicana & Co. 0.41% Add +11.7% 6,703 $848K
Carret Asset Management, LLC 0.07% No change 6,688 $847K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.2% 6,683 $846K
Whittier Trust Co. 0.01% Reduce -2.7% 6,703 $844K
WASHINGTON TRUST Co 0.03% No change 6,662 $843K
Paradigm Capital Management, LLC 0.73% Reduce -0.8% 6,651 $842K
Journey Advisory Group, LLC 0.06% Add +1.3% 6,643 $841K
Clarity Financial LLC 0.07% Reduce -95.8% 6,642 $841K
Legacy Wealth Asset Management, LLC 0.18% Reduce -1.0% 6,640 $840K
Ables, Iannone, Moore & Associates, Inc. 0.45% Add +1.2% 6,623 $838K
Grant Private Wealth Management Inc 0.35% Add +6.0% 6,606 $836K
Bowen Hanes & Co. Inc. 0.02% No change 6,343 $831K
Challenger Wealth Management 0.61% Reduce -1.8% 6,554 $830K
Avantax Planning Partners, Inc. 0.02% Add +0.0% 6,521 $825K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.5% 6,478 $820K
Dorsey & Whitney Trust CO LLC 0.04% Add +5.0% 6,475 $820K
Camelot Portfolios, LLC 0.58% New 6,473 $819K
Continuum Advisory, LLC 0.07% Reduce -43.1% 6,445 $816K
Capital Advisors Inc. 0.01% Add +2.9% 6,438 $815K
John G Ullman & Associates Inc. 0.10% Add +0.5% 6,437 $815K
Cornerstone Advisory, LLC 0.07% Add +0.3% 6,437 $815K
Essex Bank 0.18% Reduce -17.6% 6,436 $815K
Future Financial Wealth Managment LLC 0.51% Reduce -0.7% 6,291 $813K
Main Street Financial Solutions, LLC 0.05% Add +8.9% 6,383 $808K
Diligent Investors, LLC 0.18% Add +1.1% 6,380 $808K
Aspen Wealth Strategies, LLC 0.39% Add +5.3% 6,370 $806K
CVFG LLC 0.08% Reduce -13.9% 6,368 $806K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 6,366 $806K
Hills Bank & Trust Co 0.03% Reduce -5.3% 6,364 $806K
Shepherd Kaplan Krochuk, LLC 0.64% Reduce -2.6% 6,358 $805K
Procyon Advisors, LLC 0.03% Reduce -5.6% 6,356 $805K
Thrive Wealth Management, LLC 0.10% Reduce -22.2% 6,349 $804K
Blake Schutter Theil Wealth Advisors, LLC 0.54% Reduce -0.1% 6,340 $802K
WealthPoint Financial, LLC 0.58% Reduce -2.8% 6,328 $801K
Garrett Wealth Advisory Group, LLC 0.12% Add +0.2% 6,308 $798K
United Bank 0.09% No change 6,305 $798K
Spinnaker Investment Group, LLC 0.13% Add +0.2% 6,304 $798K
Zinnia Wealth Advisory, LLC 0.81% Reduce -13.4% 6,304 $798K
Edgewood Management LLC 0.01% No change 6,302 $798K
Armstrong Advisory Group, Inc. 0.05% Add +0.2% 6,275 $794K
Tannin Capital LLC 0.52% Add +3.0% 6,215 $787K
McDaniel Terry & Co. 0.06% Add +0.7% 6,213 $786K
Certuity, LLC 0.04% Add +26.1% 6,212 $786K
Keudell/Morrison Wealth Management 0.15% Reduce -2.4% 6,201 $785K
Uptick Partners, LLC 0.12% Add +25.1% 6,199 $785K
Financial Management Professionals, Inc. 0.07% Add +0.3% 6,198 $785K
LMR Partners LLP 0.01% New 6,195 $784K
Gateway Investment Advisers LLC 0.01% Reduce -1.6% 6,189 $783K
First Command Advisory Services, Inc. 0.00% Reduce -26.5% 6,188 $783K
Bank of New Hampshire 0.16% Reduce -1.2% 6,179 $782K
Quent Capital, LLC 0.05% Add +78.7% 6,160 $780K
Bearing Point Capital, LLC 0.11% No change 6,151 $779K
High Point Wealth Management, LLC 0.65% Add +11.2% 6,132 $776K
Finivi Inc. 0.40% Reduce -4.5% 6,121 $775K
Eastern Bank 0.01% Add +8.0% 6,117 $774K
Moody National Bank Trust Division 0.06% Reduce -0.1% 6,112 $774K
TrueWealth Advisors, LLC 0.17% Add +12.2% 6,110 $773K
Caldwell Sutter Capital, Inc. 0.29% Reduce -1.0% 6,068 $768K
Spinnaker Trust 0.04% Add +0.5% 6,049 $766K
Wellington Shields & Co., LLC 0.17% Add +5.2% 6,049 $766K
Mitchell Sinkler & Starr 0.32% Reduce -0.1% 6,046 $765K
Parkside Financial Bank & Trust 0.05% Reduce -0.5% 6,035 $764K
Northwest Bancshares, Inc. 0.14% Reduce -1.6% 6,032 $764K
NWF Advisory Services Inc. 0.07% Add +0.1% 6,023 $762K
Waters Parkerson & Co., LLC 0.04% No change 6,022 $762K
West Michigan Advisors, LLC 0.14% Reduce -13.2% 6,018 $762K
Venturi Wealth Management, LLC 0.03% Add +10.6% 6,017 $762K
Cannon Financial Strategists, Inc. 0.09% Reduce -12.9% 5,989 $758K
Silverlake Wealth Management LLC 0.14% Add +4.9% 5,959 $754K
United Bank 0.23% Reduce -1.6% 5,945 $753K
Trust Point Inc. 0.06% Reduce -6.5% 5,938 $752K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -4.3% 5,935 $751K
71 West Capital Partners 0.03% Add +71.1% 5,933 $751K
Wealth Management Associates, Inc. 0.21% No change 5,933 $751K
Personal Cfo Solutions, LLC 0.11% Add +13.5% 5,929 $750K
JFS Wealth Advisors, LLC 0.04% Add +4.6% 5,928 $750K
Radnor Capital Management, LLC 0.11% Add +28.1% 5,926 $750K
Drake & Associates, LLC 0.13% Reduce -52.3% 5,907 $748K
Finward Bancorp 0.57% Reduce -0.8% 5,894 $746K
Cross Staff Investments Inc 0.42% Reduce -8.7% 5,886 $745K
Hantz Financial Services, Inc. 0.01% Add +12.0% 5,885 $745K
Golden State Wealth Management, LLC 0.07% Add +2.1% 5,872 $743K
McMillan Office, Inc. 0.09% No change 5,865 $742K
Jump Financial, LLC 0.01% Add +124.9% 5,860 $742K
Hodges Capital Management Inc. 0.05% Add +34.5% 5,846 $740K
Goepper Burkhardt LLC 0.22% No change 5,832 $738K
High Net Worth Advisory Group LLC 0.16% Add +1.1% 5,827 $738K
Almanack Investment Partners, LLC. 0.09% Add +46.1% 5,827 $738K
Douglas Lane & Associates, LLC 0.01% Add +42.7% 5,820 $737K
RDA Financial Network 0.16% Reduce -69.6% 5,815 $736K
Sapient Capital LLC 0.01% Reduce -37.5% 5,790 $733K
Rathbones Group PLC 0.00% New 5,786 $732K
Register Financial Advisors LLC 0.22% Reduce -0.8% 5,784 $732K
Premier Path Wealth Partners, LLC 0.08% Add +0.5% 5,745 $727K
Baker Avenue Asset Management, LP 0.01% Add +57.4% 5,744 $727K
VeraBank, N.A. 0.12% Reduce -16.9% 5,738 $726K
Monetary Management Group Inc. 0.15% No change 5,733 $726K
Accurate Wealth Management, LLC 0.07% Add +10.4% 5,772 $724K
Kintra Wealth, LLC 0.04% Add +78.7% 5,803 $722K
Kuhn & Co Investment Counsel 0.42% Add +0.3% 5,696 $721K
HighPoint Advisor Group LLC 0.03% Add +18.6% 5,663 $717K
Bill Few Associates, Inc. 0.15% Add +9.9% 5,657 $716K
Keel Point, LLC 0.04% Reduce -8.6% 5,654 $716K
EntryPoint Capital, LLC 0.17% New 5,636 $713K
Avestar Capital, LLC 0.04% Reduce -3.9% 5,632 $713K
MBA Advisors LLC 0.24% Add +1.4% 5,630 $713K
Bar Harbor Wealth Management 0.04% Reduce -0.3% 5,628 $712K
BCGM Wealth Management, LLC 0.15% Add +4.9% 5,624 $712K
Journey Retirement Planning & Investment Management LLC 0.55% Add +14.5% 5,587 $707K
WealthPlan Investment Management, LLC 0.04% Add +6.6% 5,581 $706K
First Financial Bank - Trust Division 0.05% Add +4.7% 5,579 $706K
Financial Security Advisor, Inc. 0.11% Reduce -14.0% 5,575 $706K
SageView Advisory Group, LLC 0.02% Reduce -1.8% 5,562 $704K
Palisade Capital Management, LP 0.03% Add +3.0% 5,541 $701K
Palogic Value Management, L.P. 0.25% No change 5,537 $701K
Independence Bank of Kentucky 0.08% Reduce -0.5% 5,532 $700K
E&G Advisors, LLC 0.13% No change 5,509 $697K
NorthRock Partners, LLC 0.01% Reduce -7.0% 5,504 $697K
Kera Capital Partners, Inc. 0.07% Add +96.5% 5,495 $696K
Trivium Point Advisory, LLC 0.06% Reduce -12.4% 5,491 $695K
Gsa Capital Partners LLP 0.04% New 5,490 $695K
CVA Family Office, LLC 0.06% Add +0.1% 5,477 $693K
Decker Wealth Management LLC 0.15% No change 5,476 $693K
Kassira Wealth Management LLC 0.55% Add +26.7% 5,442 $689K
PCM Encore, LLC 0.12% Reduce -1.3% 5,418 $686K
Live Oak Investment Partners 0.37% Add +3.5% 5,418 $686K
Freestone Capital Holdings, LLC 0.02% Reduce -8.2% 5,396 $683K
Crewe Advisors LLC 0.05% Add +0.6% 5,391 $682K
Visionary Horizons, LLC 0.28% Reduce -7.7% 5,387 $682K
Cordatus Wealth Management LLC 0.15% Add +0.5% 5,357 $678K
Members Trust Co 0.02% Reduce -1.8% 5,353 $678K
Guyasuta Investment Advisors Inc. 0.04% Reduce -4.3% 5,351 $677K
Gladstone Institutional Advisory LLC 0.02% Add +10.7% 5,333 $675K
Quest 10 Wealth Builders, Inc. 0.52% Add +1.5% 5,330 $675K
STG Securities, LLC 0.73% — 5,325 $674K
Wilkins Investment Counsel Inc. 0.09% No change 5,309 $672K
Mosaic Family Wealth Partners, LLC 0.05% Add +16.2% 5,300 $671K
Ashton Thomas Securities, LLC 0.10% Add +11.5% 5,295 $670K
Tudor Financial Inc. 0.30% Reduce -2.4% 5,276 $668K
Aegis Wealth Management LLC 0.31% Add +5.2% 5,257 $665K
Burney Co./ 0.02% Add +108.3% 5,229 $662K
Aspen Investment Management Inc 0.18% Add +0.7% 5,222 $661K
Indie Asset Partners, LLC 0.63% No change 5,218 $660K
Retirement Planning Co of New England, Inc. 0.24% Reduce -3.5% 5,216 $660K
Cypress Wealth Services, LLC 0.08% Reduce -9.9% 5,209 $659K
Firethorn Wealth Partners, LLC 0.21% Add +0.6% 5,203 $659K
Costello Asset Management, INC 0.20% Reduce -0.3% 5,196 $658K
HHM Wealth Advisors, LLC 0.07% Reduce -0.6% 5,173 $655K
Destination Wealth Management 0.02% Add +8.0% 5,169 $654K
Ostrum Asset Management 0.03% No change 5,163 $654K
Hendershot Investments Inc. 0.09% No change 5,153 $652K
Latitude Advisors, LLC 0.26% Add +52.6% 5,139 $650K
Transcend Capital Advisors, LLC 0.04% Add +75.6% 5,117 $648K
OpenArc Corporate Advisory, LLC 0.01% Add +22.8% 5,103 $646K
Bridgewater Advisors Inc. 0.04% Reduce -1.6% 5,449 $646K
Optas, LLC 0.09% Add +7.1% 5,086 $644K
First National Bank & Trust Co. of Newtown 0.13% Reduce -15.4% 5,130 $643K
Kathmere Capital Management, LLC 0.03% Add +24.9% 5,070 $642K
Uhlmann Price Securities, LLC 0.02% Add +0.2% 5,067 $641K
Susquehanna Portfolio Strategies, LLC 0.01% New 5,064 $641K
SBI Securities Co., Ltd. 0.01% Reduce -5.1% 5,061 $641K
Walker Asset Management, LLC 0.32% Add +0.7% 5,009 $634K
Broyhill Asset Management, LLC 0.56% No change 5,003 $633K
XML Financial, LLC 0.05% Reduce -4.4% 5,002 $633K
Supplemental Annuity Collective Trust of NJ 0.16% Reduce -5.0% 5,000 $633K
Jmac Enterprises LLC 0.11% Add +11.1% 5,000 $633K
Busey Bank 0.02% Add +3.0% 4,999 $633K
Hudock, Inc. 0.08% Add +0.0% 4,983 $631K
Duncan Williams Asset Management, LLC 0.14% New 4,954 $627K
Cynosure Group, LLC 0.09% New 4,948 $626K
White Pine Capital LLC 0.15% Reduce -1.8% 4,944 $626K
Headinvest, LLC 0.12% Reduce -1.7% 4,939 $625K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -4.3% 4,924 $623K
Rogco, LP 0.19% No change 4,921 $623K
Southeast Asset Advisors, LLC 0.06% No change 4,903 $621K
Probity Advisors, Inc. 0.09% Add +1.9% 4,869 $616K
Castleview Partners, LLC 0.27% Add +27.4% 4,852 $614K
Interchange Capital Partners, LLC 0.12% Add +41.8% 4,847 $613K
Bedel Financial Consulting, Inc. 0.06% Add +5.8% 4,834 $612K
Abel Hall, LLC 0.11% Add +34.2% 4,832 $612K
Roberts Glore & Co. Inc. 0.15% No change 4,817 $610K
Southland Equity Partners LLC 0.11% Add +2.9% 4,815 $609K
Insight Wealth Partners, LLC 0.08% New 4,813 $609K
Wolff Financial Management LLC 0.12% No change 4,810 $609K
Petra Financial Advisors Inc. 0.28% Add +0.2% 4,791 $606K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +9.6% 4,788 $606K
Blue Fin Capital, Inc. 0.09% Add +1.4% 4,786 $606K
Tyche Wealth Partners LLC 0.08% Reduce -1.1% 4,780 $605K
Huber Capital Management LLC 0.09% No change 4,770 $604K
Investment Advisory Services Inc. /TX 0.17% Reduce -0.8% 4,769 $604K
Financial Advisors Network, Inc. 0.07% Add +13.6% 4,758 $602K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -10.6% 4,756 $602K
RB Capital Management, LLC 0.12% Reduce -0.7% 4,755 $602K
NBH Bank 0.25% — 4,746 $601K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Reduce -40.7% 4,742 $600K
Centaurus Financial, Inc. 0.02% Reduce -1.2% 4,737 $600K
Forum Financial Management, LP 0.01% Add +2.9% 4,728 $598K
Pettinga Financial Advisors LLC 0.10% Reduce -6.4% 4,728 $598K
Greatmark Investment Partners, Inc. 0.07% Reduce -6.4% 4,721 $598K
Boothbay Fund Management, LLC 0.01% Add +83.0% 4,714 $597K
Ferguson Wellman Capital Management, Inc. 0.01% Add +22.1% 4,695 $594K
SeaCrest Wealth Management, LLC 0.07% Reduce -5.4% 4,690 $594K
Denali Advisors LLC 0.06% Add +1.1% 4,685 $593K
L2 Asset Management, LLC 0.06% Add +0.1% 4,679 $592K
UNIVEST FINANCIAL Corp 0.03% Add +79.7% 4,678 $592K
Marathon Strategic Advisors, LLC 0.33% No change 4,666 $591K
One Capital Management, LLC 0.02% No change 4,506 $590K
Bridges Investment Management Inc. 0.01% Reduce -3.4% 4,658 $590K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -2.0% 4,625 $585K
Princeton Capital Management LLC 0.13% Add +0.0% 4,619 $585K
Capital Analysts, LLC 0.01% Add +0.1% 4,610 $584K
Aigen Investment Management, LP 0.16% New 4,612 $584K
Northstar Advisory Group, LLC 0.18% Add +1.7% 4,607 $583K
Code Waechter LLC 0.30% Add +0.3% 4,601 $582K
Level Wealth Management LLC 0.23% Reduce -3.7% 4,599 $582K
Washington Capital Management, Inc. 0.38% No change 4,595 $582K
Intrua Financial, LLC 0.06% Reduce -4.2% 4,589 $581K
Novak & Powell Financial Services, Inc. 0.27% Reduce -0.2% 4,583 $580K
O'ROURKE & COMPANY, Inc 0.20% Add +0.1% 4,582 $580K
Thayer Financial, L.L.C. 0.53% Reduce -0.4% 4,582 $580K
Readystate Asset Management LP 0.04% New 4,572 $579K
Beacon Capital Management, LLC 0.08% Add +6.3% 4,555 $577K
Doheny Asset Management 0.33% No change 4,553 $576K
BayBridge Capital Group, LLC 0.30% Add +64.9% 4,537 $574K
PDS Planning, Inc 0.03% Add +7.0% 4,530 $573K
Los Angeles Capital Management LLC 0.00% Reduce -84.3% 4,527 $573K
Aspiriant, LLC 0.01% Add +3.1% 4,504 $570K
Alpha Zero LLC 0.22% Add +109.8% 4,521 $570K
Pinnacle West Asset Management, Inc. 0.39% No change 4,495 $569K
Calton & Associates, Inc. 0.08% Reduce -29.9% 4,493 $569K
Childress Capital Advisors, LLC 0.09% Reduce -10.1% 4,491 $568K
Hummer Financial Advisory Services Inc 0.37% No change 4,474 $566K
Argus Investors' Counsel, Inc. 0.43% No change 4,448 $563K
ABN AMRO Bank N.V. 0.01% Reduce -22.9% 4,380 $562K
Calamos Wealth Management LLC 0.02% Reduce -10.5% 4,416 $559K
Meadowbrook Wealth Management, LLC 0.60% Add +28.7% 4,436 $558K
Zacks Investment Management 0.00% Reduce -5.6% 4,404 $558K
Truvestments Capital LLC 0.08% Reduce -1.3% 4,392 $556K
Nikulski Financial, Inc. 0.12% Reduce -0.6% 4,391 $556K
Focused Wealth Management, Inc 0.05% Add +2.6% 4,386 $555K
KPP Advisory Services LLC 0.07% Reduce -0.8% 4,376 $554K
Quotient Wealth Partners, LLC 0.01% Add +12.9% 4,371 $553K
Thompson David Blair 0.28% Add +2.1% 4,368 $553K
Versant Capital Management, Inc 0.05% Add +19.0% 4,340 $549K
Steigerwald, Gordon & Koch Inc. 0.05% Add +2.1% 4,331 $548K
Arkos Global Advisors 0.06% Add +1.3% 4,329 $548K
Johnson Financial Group, Inc. 0.02% Add +158.2% 4,328 $548K
Asset Advisors Investment Management, LLC 0.05% Reduce -7.4% 4,327 $548K
Adams Wealth Management 0.10% Add +21.4% 4,321 $547K
Oxbow Advisors, LLC 0.04% Add +58.1% 4,295 $544K
NBT Bank, N.A. 0.04% Reduce -11.4% 4,285 $542K
Waddell & Associates, LLC 0.03% No change 4,273 $541K
MJP Associates Inc. 0.06% Reduce -10.9% 4,252 $538K
Brucke Financial, Inc. 0.24% Add +39.3% 4,249 $538K
Acorns Advisers, LLC 0.00% Add +8.1% 4,246 $537K
Mayfair Advisory Group, LLC 0.16% Add +9.6% 4,108 $536K
Asahi Life Asset Management Co., LTD. 0.30% Add +11.2% 4,235 $536K
Marshall Financial Group, LLC 0.08% Reduce -13.0% 4,234 $536K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.8% 4,229 $535K
Raab & Moskowitz Asset Management LLC 0.11% Reduce -0.3% 4,213 $533K
Old Port Advisors 0.10% Reduce -8.7% 4,196 $531K
Mirabella Financial Services LLP 0.06% Add +81.4% 4,196 $531K
D.B. Root & Company, LLC 0.11% Reduce -13.4% 4,195 $531K
Meridian Investment Counsel Inc. 0.11% No change 4,190 $530K
Strategic Wealth Partners, Ltd. 0.03% Reduce -34.8% 4,187 $530K
Verum Partners LLC 0.08% Add +23.6% 4,182 $529K
Alliance Wealth Advisors, LLC 0.10% Add +61.7% 4,181 $529K
Investment Partners Asset Management, Inc. 0.30% No change 4,178 $529K
Ironsides Asset Advisors, LLC 0.12% No change 4,177 $529K
Saxony Capital Management, LLC 0.24% Reduce -5.2% 4,171 $528K
Earned Wealth Advisors, LLC 0.03% Reduce -13.9% 4,168 $528K
W.H. Cornerstone Investments Inc. 0.30% Add +37.8% 4,167 $527K
Oakworth Capital, Inc. 0.03% No change 4,162 $526K
Evolve Private Wealth, LLC 0.03% Add +49.5% 4,148 $525K
Community Financial Services Group, LLC 0.08% Add +11.8% 4,173 $525K
Westmount Partners, LLC 0.12% Add +2.7% 4,144 $525K
Salomon & Ludwin, LLC 0.04% Reduce -0.7% 4,168 $524K
PFG Advisors 0.03% Reduce -8.1% 4,135 $523K
Fourth Dimension Wealth, LLC 0.17% Add +9.2% 4,133 $523K
Advyzon Investment Management, LLC 0.04% Add +13.9% 4,122 $522K
Relyea Zuckerberg Hanson LLC 0.04% Add +2.9% 4,117 $521K
Marathon Capital Management 0.11% No change 4,110 $520K
Citizens Business Bank 0.08% Reduce -3.0% 4,090 $518K
Capital Management Associates, Inc 0.10% Reduce -1.4% 4,087 $517K
Associated Banc-Corp 0.01% Reduce -2.3% 4,080 $516K
McCollum Christoferson Group LLC 0.15% No change 4,079 $516K
Employees Retirement System of Texas 0.00% New 4,074 $516K
Peak Financial Advisors LLC 0.21% Add +0.5% 4,073 $516K
Park Place Capital Corp 0.08% Reduce -0.2% 4,070 $515K
BXM Wealth LLC 0.28% Add +46.4% 4,065 $515K
Knollwood Investment Advisory, LLC 0.05% No change 4,055 $513K
TBH Global Asset Management, LLC 0.09% Reduce -6.9% 4,055 $513K
Am Investment Strategies LLC 0.10% Add +0.2% 4,055 $513K
Carolina Wealth Management Inc 0.24% — 4,050 $513K
FWG Holdings, LLC 0.18% Add +3.4% 3,927 $513K
Allegheny Financial Group 0.05% Add +0.1% 4,048 $512K
Pinnacle Wealth Management Group, Inc. 0.24% No change 4,048 $512K
Breakwater Capital Group 0.06% Reduce -2.5% 4,044 $512K
Gilman Hill Asset Management, LLC 0.07% Reduce -5.3% 4,011 $508K
Fulcrum Equity Management 0.41% Add +0.7% 3,998 $506K
Sax Wealth Advisors, LLC 0.02% Add +11.2% 3,861 $506K
Agate Pass Investment Management, LLC 0.19% Reduce -4.2% 3,989 $505K
Uncommon Cents Investing LLC 0.11% Add +5.3% 3,974 $503K
Everpar Advisors LLC 0.14% Add +19.3% 3,968 $502K
Patton Albertson Miller Group, LLC 0.05% Reduce -13.9% 3,968 $502K
Websterrogers Financial Advisors, LLC 0.13% No change 3,967 $502K
Lantern Wealth Advisors, LLC 0.23% No change 3,959 $501K
Atlas Wealth Partners, LLC 0.55% Reduce -0.6% 3,957 $501K
John Boyer, Inc. 0.43% Add +0.9% 3,953 $500K
Foster Group, Inc. 0.01% Add +11.3% 3,951 $500K
St Germain D J Co. Inc. 0.02% Reduce -4.1% 3,940 $499K
Patron Partners, LLC 0.19% Add +67.2% 3,933 $498K
Fairfield, Bush & Co. 0.24% Reduce -2.5% 3,924 $497K
LeConte Wealth Management, LLC 0.27% Add +2.9% 3,921 $496K
First Nebraska Trust Co 0.04% Add +2.4% 3,920 $496K
SmartHarvest Portfolios, LLC 0.16% Add +7.1% 3,916 $496K
Traphagen Investment Advisors LLC 0.04% Add +6.1% 3,916 $496K
Lafayette Investments, Inc. 0.09% No change 3,914 $495K
Octavia Wealth Advisors, LLC 0.04% Reduce -28.4% 3,910 $495K
CMG Global Holdings, LLC 0.21% Reduce -1.3% 3,910 $495K
Sittner & Nelson, LLC 0.15% Add +27.5% 3,889 $492K
Connecticut Wealth Management, LLC 0.02% No change 3,889 $492K
Composition Wealth, LLC 0.01% Add +10.8% 3,885 $492K
Fulton Breakefield Broenniman LLC 0.03% No change 3,884 $492K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,877 $491K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -2.0% 3,875 $491K
Signature Estate & Investment Advisors LLC 0.01% Add +2.6% 3,868 $490K
Rothschild Wealth LLC 0.04% Add +27.7% 3,865 $489K
Koshinski Asset Management, Inc. 0.03% Reduce -0.5% 3,864 $489K
Verus Capital Partners, LLC 0.03% Reduce -31.6% 3,863 $489K
Beese Fulmer Investment Management, Inc. 0.03% Add +12.2% 3,849 $487K
First Financial Group Corp 0.35% Add +0.1% 3,832 $485K
McKinley Carter Wealth Services, Inc. 0.03% Add +9.5% 3,827 $484K
Aspen Grove Capital, LLC 0.07% Add +0.6% 3,826 $484K
Ameriflex Group, Inc. 0.20% Add +1.2% 3,826 $484K
Trueblood Wealth Management, LLC 0.17% Add +0.7% 3,813 $483K
Mindset Wealth Management, LLC 0.09% Add +3.7% 3,805 $482K
Chelsea Counsel Co. 0.20% No change 3,801 $481K
GeoWealth Management, LLC 0.02% Reduce -11.2% 3,795 $480K
Vista Investment Partners Ii, LLC 0.19% Reduce -2.6% 3,793 $480K
Wendell David Associates Inc. 0.05% No change 3,790 $480K
Garner Asset Management Corp 0.16% Add +6.2% 3,791 $480K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +4.3% 3,780 $478K
McDonough Capital Management, Inc 0.24% Add +2.3% 3,764 $476K
South Plains Financial, Inc. 0.25% No change 3,743 $474K
Lake Street Private Wealth, LLC 0.05% No change 3,737 $473K
Objectivity Squared, LLC 0.27% Reduce -0.2% 3,718 $471K
Stonebridge Financial Planning Group, LLC 0.15% Reduce -0.3% 3,718 $471K
LifePlan Investment Advisors, Inc. 0.16% Add +46.6% 3,710 $470K
Wealthquest Corp 0.03% Add +5.5% 3,708 $469K
First Western Trust Bank 0.02% Add +1.6% 3,701 $468K
Salvus Wealth Management, LLC 0.26% Add +15.3% 3,691 $467K
Resolute Capital, LLC 0.16% Add +19.7% 3,690 $467K
Sovran Advisors, LLC 0.03% Add +21.6% 3,603 $466K
Broadwater Capital Management LLC 0.34% No change 3,666 $464K
Cannell & Spears LLC 0.01% Add +5.3% 3,661 $463K
Stanley-Laman Group, Ltd. 0.05% New 3,660 $463K
Resonant Capital Advisors, LLC 0.02% Reduce -3.2% 3,660 $463K
Absher Wealth Management, LLC 0.05% No change 3,648 $462K
Birchcreek Wealth Management, LLC 0.18% No change 3,635 $460K
Harold Davidson & Associates Inc. 0.20% Reduce -0.1% 3,624 $459K
Laurel Oak Wealth Management, LLC 0.07% Reduce -3.0% 3,617 $458K
Quad-Cities Investment Group, LLC 0.16% Reduce -3.3% 3,616 $458K
Spire Wealth Management 0.01% Add +5.5% 3,609 $457K
Clear Creek Financial Management, LLC 0.03% Add +3.3% 3,596 $455K
WBH Advisory Inc. 0.03% Reduce -4.4% 3,596 $455K
Vestor Capital, LLC 0.03% Add +640.1% 10,250 $455K
Global Assets Advisory, LLC 0.10% Add +18.3% 3,616 $455K
Financial Futures Ltd Liability Co. 0.17% Add +0.1% 3,594 $455K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 3,586 $454K
LexAurum Advisors, LLC 0.05% Reduce -2.7% 3,584 $454K
Titleist Asset Management, LLC 0.03% Reduce -6.5% 3,579 $453K
Brady Martz Wealth Solutions, LLC 0.07% New 3,578 $453K
Sagewood Asset Management LP 0.10% Add +6.6% 3,566 $451K
Beaton Management Co. Inc. 0.18% Add +12.3% 3,560 $451K
First Merchants Corp. 0.02% Reduce -13.8% 3,559 $450K
Perpetual Ltd 0.01% Reduce -1.3% 3,554 $450K
Triad Wealth Partners, LLC 0.03% Add +16.8% 3,610 $449K
Abc Arbitrage SA 0.05% New 3,527 $446K
Cary Street Partners Investment Advisory LLC 0.09% Add +6.5% 3,523 $446K
TRUE Private Wealth Advisors 0.04% Reduce -1.8% 3,522 $446K
Curbstone Financial Management Corp 0.08% Add +6.0% 3,522 $446K
YANKCOM Partnership 0.16% Add +1.6% 3,522 $446K
Tiemann Investment Advisors, LLC 0.16% Reduce -7.8% 3,520 $446K
Genesis Private Wealth, LLC 0.13% Reduce -1.6% 3,516 $445K
King Wealth Management Group 0.05% No change 3,512 $445K
Baron Wealth Management LLC 0.12% Reduce -1.2% 3,507 $444K
Westhampton Capital, LLC 0.18% No change 3,503 $443K
North Star Investment Management Corp. 0.02% Reduce -1.9% 3,502 $443K
Anchor Bay Capital, Inc. 0.24% — 3,655 $443K
Anchyra Partners LLC 0.11% Add +6.0% 3,495 $442K
Grey Ledge Advisors, LLC 0.09% Reduce -5.3% 3,494 $442K
CRA Financial Services, LLC 0.05% Add +1.1% 3,488 $442K
Twinbeech Capital LP 0.08% New 3,484 $441K
Summit Asset Management, LLC 0.06% Add +4.5% 3,477 $440K
Sequent Asset Management, LLC 0.18% Add +4.8% 3,464 $438K
Diversified Enterprises, LLC 0.02% Reduce -9.1% 3,462 $438K
Aldebaran Financial Inc. 0.36% No change 3,460 $438K
Asset Planning,Inc 0.28% Add +0.2% 3,460 $438K
Onyx Bridge Wealth Group LLC 0.04% Add +4.0% 3,459 $438K
Wright Investors Service Inc. 0.12% Reduce -5.9% 3,455 $437K
Chapin Davis, Inc. 0.08% Reduce -57.0% 3,446 $436K
Barlow Wealth Partners, LLC 0.05% New 3,438 $436K
Marotta Asset Management 0.07% Add +0.1% 3,465 $436K
Duncker Streett & Co. Inc. 0.07% No change 3,433 $435K
May Hill Capital, LLC 0.09% Add +8.1% 3,430 $434K
United Advisor Group, LLC 0.05% Add +4.3% 3,428 $434K
Fiduciary Financial Group, LLC 0.05% Add +8.1% 3,427 $434K
Sawgrass Asset Management LLC 0.06% Reduce -14.0% 3,422 $433K
Secure Asset Management, LLC 0.06% Reduce -11.1% 3,414 $432K
Brandywine Oak Private Wealth LLC 0.03% Reduce -6.5% 3,411 $432K
Prelude Capital Management, LLC 0.03% Add +61.1% 3,410 $432K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.24% Add +0.3% 3,458 $431K
Foster & Motley Inc. 0.02% Add +95.9% 3,405 $431K
Cambria Investment Management, L.P. 0.02% Add +6.8% 3,399 $430K
OMC Financial Services LTD 0.14% Add +0.1% 3,395 $430K
Cooper Financial Group 0.04% Add +5.8% 3,392 $429K
Revolve Wealth Partners, LLC 0.04% Add +8.0% 3,389 $429K
NCM Capital Management, LLC 0.13% Reduce -2.9% 3,383 $428K
Campion Asset Management 0.26% Reduce -1.9% 3,376 $427K
Davis R M Inc. 0.01% Reduce -1.6% 3,373 $427K
Approach Retirement Advisors, LLC 0.31% Add +6.0% 3,369 $426K
Drive Wealth Management, LLC 0.08% Reduce -0.4% 3,369 $426K
Shah Wealth Advisors, LLC 0.10% — 3,367 $426K
Avior Wealth Management, LLC 0.01% Reduce -4.7% 3,361 $425K
denkapparat Operations GmbH 0.14% New 3,354 $425K
Bryn Mawr Trust Advisors, LLC 0.02% Add +4.0% 3,348 $424K
Grove Bank & Trust 0.04% No change 3,342 $423K
Moss Adams Wealth Advisors LLC 0.03% Add +3.7% 3,329 $421K
First Business Financial Services, Inc. 0.03% Add +8.1% 3,321 $420K
Capital Advisors Wealth Management, LLC 0.05% Reduce -2.3% 3,319 $420K
Mattern Wealth Management LLC 0.07% Add +86.4% 3,318 $420K
Ponta Wealth Partners, LLC 0.22% Add +62.3% 3,313 $419K
First Heartland Consultants, Inc. 0.03% Reduce -6.8% 3,312 $419K
TRB Wealth Management, LLC 0.06% Add +3.9% 3,309 $419K
Hobbs Group Advisors, LLC 0.11% Add +0.1% 3,306 $418K
Accel Wealth Management 0.09% Reduce -12.4% 3,303 $418K
Steel Grove Capital Advisors, LLC 0.04% No change 3,300 $418K
Xcelsior Advisor Partners LLC 0.06% Add +23.6% 3,299 $418K
Facet Wealth, Inc. 0.01% Add +31.7% 3,297 $417K
Beacon Investment Advisors LLC 0.13% Add +0.5% 3,291 $417K
Conning Inc. 0.01% Reduce -0.4% 3,286 $416K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 3,274 $414K
Birch Financial Group, LLC 0.21% Add +2.1% 3,260 $413K
Cladis Investment Advisory, LLC 0.19% No change 3,247 $411K
Pine Harbor Wealth Management, LLC 0.11% Add +0.1% 3,245 $411K
Timonier Family Office, LTD. 0.12% — 3,242 $410K
CWS Financial Advisors, LLC 0.09% Add +2.7% 3,240 $410K
Elmwood Wealth Management, Inc. 0.10% Add +18.6% 3,238 $410K
Fairvoy Private Wealth, LLC 0.08% Add +1.7% 3,236 $410K
Baker Boyer National Bank 0.11% Reduce -3.8% 3,233 $409K
McGowan Group Asset Management, Inc. 0.05% Add +2.2% 3,229 $409K
Verus Financial Partners, Inc. 0.03% Reduce -8.5% 3,221 $408K
Bank of Hawaii 0.02% No change 3,206 $406K
Searle & Co. 0.09% No change 3,186 $403K
Lionhunter Capital Management, LLC 0.18% — 3,173 $402K
Griffin Asset Management, Inc. 0.04% Add +0.4% 3,156 $399K
Ridge Creek Global, Inc 0.31% Reduce -1.4% 3,148 $398K
Portfolio Design Labs, LLC 0.07% Add +0.5% 3,143 $398K
William B. Walkup & Associates, Inc. 0.19% Reduce -6.1% 3,137 $397K
Opal Wealth Advisors, LLC 0.09% Reduce -1.9% 3,118 $395K
Granite Bay Wealth Management, LLC 0.04% New 3,116 $394K
Charles Schwab Trust Co 0.02% No change 3,111 $394K
Victory Financial Group, LLC 0.04% Add +31.6% 3,108 $393K
Virtue Capital Management, LLC 0.05% Reduce -9.9% 3,106 $393K
Rosenberg Matthew Hamilton 0.07% Add +15.4% 3,100 $392K
Cascade Investment Group, Inc. 0.22% Add +1.2% 3,099 $392K
JB Capital LLC 0.01% Add +0.5% 3,097 $392K
Prostatis Group LLC 0.09% Add +3.4% 3,094 $392K
Ritter Daniher Financial Advisory LLC / DE 0.06% Reduce -2.5% 3,092 $391K
West Paces Advisors Inc. 0.07% Reduce -2.1% 3,088 $391K
Defiance ETFs, LLC 0.01% Add +20.6% 3,095 $389K
Xcel Wealth Management, LLC 0.09% Reduce -15.1% 3,066 $388K
1900 Wealth Management LLC 0.02% Add +3.3% 3,062 $388K
Waycross Partners, LLC 0.03% No change 3,061 $387K
Pinnacle Bancorp, Inc. 0.10% Reduce -9.3% 3,056 $387K
FLC Capital Advisors 0.06% No change 3,055 $387K
Thoroughbred Financial Services, LLC 0.02% Add +65.0% 3,050 $386K
Exchange Bank 0.24% No change 3,045 $385K
Texas Bank & Trust Co 0.13% Add +1.3% 3,038 $385K
Stonebridge Financial Group, LLC 0.05% — 3,036 $384K
Patriot Investment Management Group, Inc. 0.02% No change 3,026 $383K
Chesapeake Wealth Management 0.11% Add +52.6% 3,017 $382K
Sovereign Financial Group, Inc. 0.06% Reduce -1.3% 3,013 $381K
Leigh Baldwin & Co., LLC 0.21% No change 3,012 $381K
SteelPeak Wealth, LLC 0.01% Reduce -1.3% 3,011 $381K
Novem Group 0.04% Reduce -1.7% 3,005 $380K
Magnolia Capital Advisors LLC 0.07% Reduce -9.3% 3,005 $380K
Resurgent Financial Advisors LLC 0.11% Reduce -5.0% 3,003 $380K
Integrity Advisory Solutions, LLC 0.04% New 3,001 $380K
Walter Public Investments Inc. 0.09% No change 3,000 $380K
Alta Advisers Ltd 0.09% No change 3,000 $380K
Means Investment Co., Inc. 0.03% Add +0.4% 2,997 $379K
Inscription Capital, LLC 0.03% Add +10.6% 2,995 $379K
Tempo Wealth, LLC 0.06% Add +84.4% 2,994 $379K
Wimmer Associates 1, LLC 0.17% Reduce -1.6% 2,993 $379K
Westover Capital Advisors, LLC 0.06% No change 2,991 $379K
Boston Trust Walden Corp 0.00% No change 2,984 $378K
Peachtree Investment Partners, LLC 0.12% Add +2.8% 2,980 $377K
Z3 Capital Partners, LLC 0.08% Add +0.1% 2,979 $377K
Fagan Associates, Inc. 0.05% Add +1.8% 2,970 $376K
Keebeck Wealth Management 0.04% Add +53.9% 2,968 $376K
Rossby Financial, LCC 0.07% Add +17.2% 2,955 $374K
PCB Capital LLC 0.45% Add +3.0% 2,952 $374K
Financial Symmetry Inc 0.12% Add +0.0% 2,940 $372K
Benin Management CORP 0.07% Reduce -3.8% 2,918 $369K
E Fund Management Co., Ltd. 0.01% Reduce -43.2% 2,910 $368K
Leonteq Securities AG 0.02% Reduce -68.8% 2,908 $368K
SHP Wealth Management 0.03% Add +32.5% 2,904 $368K
Invst, LLC 0.04% Add +3.8% 2,902 $367K
Howard Financial Services, LTD. 0.04% New 2,901 $367K
Market Street Wealth Management Advisors LLC 0.05% Add +1.0% 2,900 $367K
Ellis Investment Partners, LLC 0.06% Add +16.9% 2,887 $365K
Acorn Financial Advisory Services Inc. 0.05% Reduce -3.5% 2,885 $365K
Shayne & Jacobs, LLC 0.11% No change 2,882 $365K
Van Strum & Towne Inc. 0.10% Reduce -2.2% 2,875 $364K
Pflug Koory, LLC 0.14% Add +3.7% 2,868 $363K
AlphaGrep UK Ltd 0.11% New 2,862 $362K
Sather Financial Group Inc 0.02% Add +0.7% 2,862 $362K
Nalls Sherbakoff Group, LLC 0.26% Reduce -8.1% 2,861 $362K
Intergy Private Wealth, LLC 0.08% Add +16.1% 2,858 $362K
Holcombe Financial, Inc. 0.20% No change 2,853 $361K
MWA Asset Management 0.16% Reduce -0.3% 2,850 $361K
Southern Financial Group, LLC 0.09% Reduce -1.4% 2,848 $361K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.28% No change 2,845 $360K
Richardson Financial Services Inc. 0.20% Reduce -2.0% 2,844 $360K
Uniting Wealth Partners, LLC 0.07% Add +3.3% 2,837 $359K
Oxford Financial Group, LTD. LLC 0.02% Add +0.2% 2,835 $359K
Blackston Financial Advisory Group, LLC 0.20% Reduce -3.5% 2,835 $359K
PlanVest Financial, Inc 0.24% Reduce -4.5% 2,831 $358K
BKM Wealth Management, LLC 0.13% Reduce -0.1% 2,811 $356K
Goldstein Advisors, LLC 0.03% Add +26.3% 2,801 $355K
Pioneer Trust Bank N A 0.08% Add +39.7% 2,800 $354K
Union Savings Bank 0.14% Reduce -0.3% 2,794 $354K
Alliance Wealth Advisors, LLC 0.14% Reduce -19.3% 2,791 $353K
First Foundation Advisors 0.01% New 2,790 $353K
First Citizens Financial Corp 0.15% No change 2,789 $353K
Alpine Bank Wealth Management 0.05% Reduce -0.0% 2,788 $353K
Tiaa Trust, National Association 0.02% Reduce -67.0% 2,786 $353K
Generation Capital Management LLC 0.22% No change 2,785 $353K
Redhawk Wealth Advisors, Inc. 0.03% Add +1.0% 2,778 $352K
Harmony Asset Management LLC 0.09% Reduce -9.9% 2,777 $352K
NorthStar Asset Management LLC 0.08% Reduce -7.4% 2,775 $351K
Rexford Capital Inc. 0.21% Add +4.8% 2,770 $351K
Cpwa, LLC 0.41% Add +5.9% 2,770 $351K
44 Wealth Management LLC 0.12% Reduce -12.6% 2,768 $350K
Centurion Wealth Management LLC 0.08% Reduce -6.4% 2,759 $349K
Wealthcare Capital Partners, LLC 0.14% Reduce -16.3% 2,748 $348K
IFC Advisors LLC 0.04% Add +3.5% 2,745 $347K
Treasure Coast Financial Planning 0.17% No change 2,744 $347K
VSM Wealth Advisory, LLC 0.09% Add +0.0% 2,741 $347K
L. Roy Papp & Associates, LLP 0.04% No change 2,740 $347K
OneAscent Family Office, LLC 0.17% Add +23.2% 2,733 $346K
Connecticut Capital Management Group, LLC 0.28% Reduce -0.2% 2,731 $346K
Capital Asset Advisory Services LLC 0.01% Add +19.7% 2,730 $346K
Galvin, Gaustad & Stein, LLC 0.03% Add +46.9% 2,730 $346K
Collaborative Fund Advisors, LLC 0.20% New 2,723 $345K
Sound Income Strategies, LLC 0.02% Reduce -41.7% 2,720 $344K
Channel Wealth LLC 0.08% Add +0.4% 2,718 $344K
William Allan Corp 0.17% No change 2,717 $344K
Indiana Trust & Investment Management Co 0.09% No change 2,713 $343K
Clearstead Trust, LLC 0.04% No change 2,705 $342K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -1.3% 2,705 $342K
Signature Equity Partners, LLC 0.16% Reduce -0.2% 2,702 $342K
Private Capital Management, LLC 0.03% No change 2,700 $342K
SpringVest Wealth Management LLC 0.21% Add +0.3% 2,699 $342K
Proficio Capital Partners LLC 0.01% New 2,698 $341K
Legacy Trust 0.06% Reduce -6.9% 2,697 $341K
Smithfield Trust Co 0.01% Reduce -6.9% 2,701 $341K
Horizon Investment Services, LLC 0.09% Add +0.0% 2,692 $341K
Cravens & Co Advisors, LLC 0.23% Reduce -4.3% 2,683 $340K
Bestgate Wealth Advisors, LLC 0.54% Reduce -2.2% 2,682 $340K
Tradition Wealth Management, LLC 0.02% Add +5.9% 2,676 $339K
Belleair Asset Management, LLC 0.28% No change 2,675 $339K
Mason & Associates, LLC 0.07% No change 2,672 $338K
GGM Financial LLC 0.13% Add +48.6% 2,670 $338K
Allegiance Financial Group Advisory Services LLC 0.06% Reduce -30.1% 2,664 $337K
Clearwave Capital, LLC 0.19% Add +2.0% 2,655 $336K
Van Hulzen Asset Management, LLC 0.02% Add +0.1% 2,644 $335K
CNB Bank 0.13% Reduce -7.7% 2,641 $334K
Heartwood Wealth Advisors LLC 0.03% Reduce -12.6% 2,641 $334K
Centennial Bank 0.11% No change 2,640 $334K
Choate Investment Advisors 0.01% Reduce -4.6% 2,638 $334K
AlTi Global, Inc. 0.01% Add +2.5% 2,633 $333K
Barnes Wealth Management Group, Inc 0.15% Reduce -0.5% 2,632 $333K
Mainsail Asset Management, LLC 0.13% Add +15.8% 2,665 $333K
Sandro Wealth Management LLC 0.24% Add +0.7% 2,629 $333K
LCM Capital Management Inc 0.15% Add +1.1% 2,629 $333K
Gerald Baker Financial Group LLC 0.09% No change 2,625 $332K
Chiron Capital Management, LLC 0.30% Reduce -11.9% 2,622 $332K
Rossmore Private Capital 0.03% No change 2,622 $332K
Smith Asset Management Co., LLC 0.26% Reduce -1.3% 2,619 $332K
Kozak & Associates, Inc. 0.06% Add +0.3% 2,634 $331K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 2,616 $331K
A4 Wealth Advisors LLC 0.22% Add +0.5% 2,615 $331K
Winthrop Advisory Group LLC 0.02% Add +16.5% 2,613 $331K
Partnership Wealth Management, LLC 0.22% No change 2,612 $331K
Carl P. Sherr & Co., LLC 0.14% No change 2,611 $331K
Muirfield Wealth Advisors LLC 0.22% Reduce -8.3% 2,608 $330K
Grandfield & Dodd, LLC 0.02% Add +4.7% 2,601 $329K
Summit Wealth Group LLC / Co. 0.03% Add +12.1% 2,598 $329K
Citizens National Bank Trust Department 0.05% No change 2,592 $328K
Charter Capital Management, LLC\DE 0.15% Add +4.0% 2,592 $328K
Cozad Asset Management Inc. 0.02% No change 2,590 $328K
Mark Sheptoff Financial Planning, LLC 0.17% No change 2,584 $327K
Werba Rubin Papier Wealth Management 0.04% Add +20.7% 2,576 $326K
J. M. Brown & Associates Inc. 0.19% — 2,575 $326K
Frisch Financial Group, Inc. 0.06% Add +32.1% 2,575 $326K
Arbor Trust Wealth Advisors, LLC 0.13% Add +0.0% 2,573 $326K
Riverbend Wealth Management, LLC 0.17% Add +4.3% 2,567 $325K
Beirne Wealth Consulting Services, LLC 0.06% Add +0.3% 2,565 $325K
Terril Brothers, Inc. 0.08% No change 2,564 $325K
L & S Advisors Inc 0.03% Reduce -97.0% 2,557 $324K
Lazari Capital Management, Inc. 0.10% Add +1.3% 2,550 $323K
Sigma Investment Counselors Inc. 0.02% Add +12.3% 2,550 $323K
Van Cleef Asset Management,Inc 0.03% Add +13.3% 2,549 $323K
Shulman DeMeo Asset Management LLC 0.06% Add +0.2% 2,546 $322K
CFO4Life Group, LLC 0.04% Reduce -1.1% 2,546 $322K
55 North Private Wealth, LLC 0.06% Add +31.5% 2,541 $322K
PSI Advisors, LLC 0.07% Reduce -1.7% 2,538 $321K
Howard Wealth Management, LLC 0.12% Add +4.2% 2,536 $321K
Hamilton Point Investment Advisors, LLC 0.05% Reduce -0.0% 2,531 $320K
Strata Wealth Advisors, LLC 0.08% Add +5.6% 2,518 $319K
Syntegra Private Wealth Group, LLC 0.02% Reduce -15.5% 2,511 $318K
RFG - Bristol Wealth Advisors, LLC 0.08% Add +0.1% 2,511 $318K
Good Steward Wealth Advisors,LLC 0.19% Reduce -3.6% 2,509 $318K
Schulz Wealth, LTD. 0.16% — 2,505 $317K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -31.4% 2,501 $317K
Banyan Capital Management, Inc. 0.14% No change 2,493 $316K
Founders Grove Wealth Partners, LLC 0.06% Add +0.6% 2,486 $315K
DUTCH ASSET Corp 0.16% New 2,480 $314K
Range Advisory, LLC 0.04% Reduce -0.3% 2,477 $314K
Clearwater Capital Advisors, LLC 0.02% Add +16.5% 2,477 $314K
Norman Fields, Gottscho Capital Management, LLC 0.09% Add +39.5% 2,474 $313K
North Star Asset Management Inc. 0.01% Add +0.1% 2,474 $313K
Cromwell Holdings LLC 0.14% No change 2,469 $313K
Landmark Wealth Management, LLC 0.07% Add +28.8% 2,468 $312K
Hilton Head Capital Partners, LLC 0.16% Reduce -1.3% 2,466 $312K
Apriem Advisors 0.03% Add +2.8% 2,466 $312K
Wealth Quarterback LLC 0.10% Reduce -7.5% 2,466 $312K
Tred Avon Family Wealth, LLC 0.10% Add +13.8% 2,466 $312K
Sunpointe, LLC 0.09% Reduce -0.8% 2,463 $312K
Brevan Howard Capital Management LP 0.00% New 2,460 $311K
Krilogy Financial LLC 0.01% Reduce -0.3% 2,457 $311K
Traynor Capital Management, Inc. 0.01% Reduce -6.5% 2,457 $311K
Xxi Wealth, LLC 0.14% Add +4.9% 2,455 $311K
New Hampshire Trust 0.06% Add +4.5% 2,454 $311K
Cottage Street Advisors LLC 0.12% Add +4.3% 2,452 $310K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -5.5% 2,453 $310K
Seeds Investor LLC 0.03% Add +2.7% 2,448 $310K
Norris Perne & French LLP 0.01% No change 2,444 $309K
Guinness Asset Management LTD 0.01% Add +61.1% 2,442 $309K
Guardian Investment Management 0.20% Add +6.5% 2,439 $309K
Capital Advantage, Inc. 0.04% No change 2,439 $309K
Vicus Capital 0.02% Add +0.1% 2,434 $308K
Deseret Mutual Benefit Administrators 0.10% Reduce -6.9% 2,434 $308K
Capstone Investment Advisors, LLC 0.00% New 2,434 $308K
Kraematon Investment Advisors, Inc. 0.23% Add +0.7% 2,431 $308K
Fox Run Management, L.L.C. 0.05% New 2,425 $307K
Fortis Capital Advisors, LLC 0.03% Add +24.5% 2,424 $307K
Royal Capital Wealth Management, LLC 0.17% No change 2,416 $306K
Cambient Family Office, LLC 0.04% Reduce -1.9% 2,413 $305K
Coquina Private Wealth LLC 0.21% Reduce -3.2% 2,410 $305K
COFG Advisors, LLC 0.05% Reduce -1.9% 2,404 $304K
J. Team Financial, Inc. 0.29% Add +3.1% 2,387 $302K
Miller Financial Services LLC 0.24% Add +0.1% 2,379 $301K
Madison Wealth Partners, Inc 0.04% New 2,378 $301K
Herold Advisors, Inc. 0.06% Add +3.0% 2,373 $301K
Sterling Investment Counsel, LLC 0.07% Reduce -31.4% 2,376 $301K
Richwood Investment Advisors, LLC 0.21% Add +33.8% 2,375 $301K
First United Bank & Trust 0.09% Add +2.1% 2,375 $301K
D'Orazio & Associates, Inc. 0.03% Add +2.7% 2,371 $300K
Curat Global, LLC 0.24% Reduce -29.5% 1,666 $299K
Enterprise Financial Services Corp 0.12% Reduce -8.0% 2,362 $299K
Lloyd Advisory Services, LLC. 0.12% Add +2709.5% 2,360 $299K
YHB Investment Advisors, Inc. 0.02% New 2,357 $298K
Phoenix Wealth Advisors 0.10% Add +16.2% 2,340 $296K
Weatherly Asset Management L. P. 0.02% No change 2,339 $296K
Gleason Group, Inc. 0.03% Add +0.8% 2,337 $296K
Total Clarity Wealth Management, Inc. 0.06% Reduce -2.5% 2,330 $295K
Legacy Wealth Partners, LLC 0.07% Add +1.0% 2,329 $295K
Arsenal Capital Advisors LLC 0.17% Reduce -6.6% 2,325 $294K
Holistic Financial Partners 0.18% Reduce -31.6% 2,323 $294K
Crown Wealth Group, LLC 0.07% Add +11.5% 2,320 $294K
M. Kraus & Co 0.08% No change 2,312 $293K
Bluefin Capital Management, LLC 0.09% New 2,300 $291K
City State Bank 0.07% No change 2,292 $290K
Warm Springs Advisors Inc. 0.20% No change 2,291 $290K
Premier Private Wealth Management LLC 0.25% Add +10.6% 2,289 $290K
Kestra Investment Management, LLC 0.01% New 2,288 $290K
Rockland Trust Co. 0.01% Add +4.8% 2,272 $288K
KTF Investments, LLC 0.03% No change 2,270 $287K
Sovereign Investment Advisors, LLC 0.05% No change 2,268 $287K
Meriwether Wealth & Planning, LLC 0.14% Reduce -16.2% 2,265 $287K
Capital City Trust Co. 0.06% No change 2,265 $287K
HFG Advisors, Inc. 0.18% New 2,264 $287K
Tower Wealth Partners, Inc. 0.14% Add +18.3% 2,260 $286K
Severin Investments, LLC 0.22% Add +6.2% 2,260 $286K
Cultivar Capital, Inc. 0.18% Add +1.0% 2,258 $286K
Partners Capital Investment Group, LLP 0.01% New 2,254 $285K
Central Bank & Trust Co. 0.04% No change 2,253 $285K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.0% 2,253 $285K
LSP Investment Advisors, LLC 0.26% Reduce -26.5% 2,250 $285K
Manske Wealth Management 0.07% Add +0.0% 2,244 $284K
Basecamp Wealth Advisors LLC 0.05% Reduce -0.2% 2,244 $284K
Kennebec Savings Bank 0.23% Reduce -1.8% 2,239 $283K
Sunflower Bank, N.A. 0.07% Add +0.3% 2,238 $283K
Klingman & Associates, LLC 0.01% Add +2.4% 2,237 $283K
Adkins Seale Capital Management LLC 0.25% No change 2,236 $283K
Inceptionr LLC 0.07% New 2,234 $283K
Berkshire Asset Management LLC 0.01% Reduce -2.1% 2,225 $282K
Hazlett, Burt & Watson, Inc. 0.07% Add +4.8% 2,206 $280K
Matrix Private Capital Group LLC 0.12% No change 2,201 $279K
Churchill Financial Advisors, LLC 0.05% No change 2,200 $278K
CSS LLC 0.04% No change 2,200 $278K
Cornerstone Management, Inc. 0.04% Reduce -6.4% 2,196 $278K
Peddock Capital Advisors, LLC 0.06% Add +5.8% 2,195 $278K
Buttonwood Financial Advisors Inc. 0.08% Reduce -0.2% 2,190 $277K
Joel Adams & Associates, Inc. 0.18% No change 2,189 $277K
Meramec Financial Planners, LLC 0.10% Add +3.4% 2,147 $277K
Roble, Belko & Company, Inc 0.03% No change 2,182 $276K
Fiscal Wisdom Wealth Management, LLC 0.23% New 2,177 $276K
Veratis Advisors, Inc. 0.19% — 2,175 $275K
M.E. Allison & Co., Inc. 0.16% Reduce -1.1% 2,173 $275K
Pallas Capital Advisors LLC 0.01% Reduce -6.0% 2,170 $275K
Transamerica Financial Advisors, LLC 0.02% Add +6.9% 2,156 $273K
Legacy Capital Wealth Partners, LLC 0.05% Add +1.0% 2,156 $273K
Patrick M Sweeney & Associates, Inc. 0.16% Add +3.1% 2,156 $273K
Hilltop National Bank 0.06% Reduce -8.9% 2,154 $273K
Perennial Investment Advisors, LLC 0.02% Reduce -17.0% 2,153 $273K
Red Wave Investments LLC 0.07% Reduce -11.1% 2,153 $273K
Auxano Advisors, LLC 0.05% Reduce -0.2% 2,152 $272K
GC Wealth Management RIA, LLC 0.02% Reduce -5.5% 2,144 $271K
Front Row Advisors LLC 0.08% No change 2,202 $271K
Reyes Financial Architecture, Inc. 0.15% Reduce -4.6% 2,137 $270K
Summitry LLC 0.01% New 2,130 $270K
IVC Wealth Advisors LLC 0.11% Add +8.8% 2,130 $270K
Tilia Fiduciary Partners, Inc. 0.13% Add +0.1% 2,129 $269K
Balance Wealth Partners LLC 0.07% Reduce -8.4% 2,128 $269K
CYBER HORNET ETFs LLC 0.15% Reduce -0.6% 2,124 $269K
Arkfeld Wealth Strategies, L.L.C. 0.08% Add +0.7% 2,133 $269K
Washington Trust Advisors, Inc. 0.02% Add +8.3% 2,121 $268K
Waterloo Capital, L.P. 0.02% Reduce -60.9% 2,120 $268K
Cypress Asset Management Inc. 0.05% Add +8.2% 2,118 $268K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 2,117 $268K
Darwin Wealth Management, LLC 0.07% Add +0.8% 2,109 $267K
Blue Capital, Inc. 0.17% Add +14.6% 2,109 $267K
Clear Wave Wealth Management LLC 0.06% Add +2.1% 2,109 $267K
Provident Wealth Management, LLC 0.07% No change 2,108 $267K
Spartan Wealth Advisory Services LLC 0.02% No change 2,103 $266K
Balefire, LLC 0.04% Reduce -14.7% 2,097 $265K
Essex Investment Management Co. LLC 0.03% Reduce -0.4% 2,096 $265K
Commonwealth Financial Services, LLC 0.04% Add +5.3% 2,087 $264K
Howe & Rusling Inc. 0.02% New 2,083 $264K
Canopy Partners, LLC 0.08% Add +6.7% 2,080 $263K
Bailard, Inc. 0.01% Reduce -3.5% 2,080 $263K
Walker Financial Services, Inc. 0.08% New 2,076 $263K
Plancorp, LLC 0.01% Add +16.3% 2,065 $262K
Financial Consulate, Inc. 0.03% Add +5.7% 2,061 $261K
Peak Planning Group, LLC 0.06% Reduce -10.6% 2,061 $261K
HBW Advisory Services LLC 0.02% New 2,046 $259K
Beaumont Financial Advisors, LLC 0.02% Add +1.0% 2,043 $259K
MKT Advisors LLC 0.08% Reduce -9.2% 2,016 $259K
Commonwealth Retirement Investments LLC 0.07% No change 2,038 $258K
Jessup Wealth Management, Inc 0.08% No change 2,033 $257K
TMB Capital Partners, LLC 0.08% Add +0.1% 2,031 $257K
Marietta Investment Partners LLC 0.04% No change 2,025 $256K
Legacy Private Trust Co. 0.01% No change 2,025 $256K
Rockbridge Investment Management, LCC 0.02% Add +0.3% 2,024 $256K
Colonial River Investments, LLC 0.07% Add +0.5% 2,023 $256K
Enclave Advisors LLC 0.03% Add +0.2% 2,021 $256K
William John Sempolinski 0.10% No change 2,020 $256K
First Financial Bankshares Inc 0.00% Reduce -16.5% 2,014 $255K
Kohmann Bosshard Financial Services, LLC 0.02% No change 2,013 $255K
Taylor Financial Group, Inc. 0.14% No change 2,009 $254K
Sentinel Trust Co. Lba 0.02% No change 2,006 $254K
Meridian Wealth Partners, LLC 0.03% Add +6.3% 2,006 $254K
Graver Capital Management, LLC 0.18% No change 2,000 $253K
Discipline Wealth Solutions, LLC 0.02% Add +1.8% 1,998 $253K
Physician Wealth Advisors, Inc. 0.03% Add +4.2% 1,995 $253K
Van Diest Capital, LLC 0.23% Reduce -23.4% 1,995 $252K
Partners Wealth Management, LLC 0.25% Reduce -4.9% 1,994 $252K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -5.0% 1,990 $252K
Jacobs Levy Equity Management, Inc. 0.00% New 1,985 $251K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.7% 1,985 $251K
Blossom Wealth Management 0.35% Reduce -9.2% 1,984 $251K
Fragasso Financial Advisors Inc 0.01% Add +4.3% 1,983 $251K
WealthTrust Asset Management, LLC 0.14% Add +0.4% 1,982 $251K
Affinity Capital Advisors, LLC 0.03% New 1,991 $251K
Atlantic Family Wealth, LLC 0.16% No change 1,981 $251K
Sivia Capital Partners, LLC 0.03% New 1,978 $250K
Financial Engines Advisors L.L.C. 0.00% Add +5.7% 1,978 $250K
VestGen Investment Management 0.13% Reduce -5.1% 1,972 $250K
TrustBank 0.08% No change 1,972 $250K
CarsonAllaria Wealth Management, Ltd. 0.11% Add +0.3% 1,968 $249K
Ferguson Shapiro LLC 0.07% Add +0.8% 1,965 $249K
Liberty Capital Management, Inc. 0.04% — 1,964 $249K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Reduce -1.8% 1,961 $248K
World Equity Group, Inc. 0.06% Reduce -1.4% 1,948 $247K
Walleye Capital LLC 0.00% Add +70.3% 1,947 $246K
tru Independence LLC 0.11% Add +0.9% 1,945 $246K
Alphadyne Asset Management LP 0.01% Reduce -45.1% 1,943 $246K
Advus Financial Partners, LLC 0.06% Add +3.4% 1,942 $246K
Planned Solutions, Inc. 0.07% Add +3.2% 1,939 $245K
Eagle Strategies LLC 0.02% Add +0.4% 1,935 $245K
Elevation Wealth Partners, LLC 0.07% Add +9.8% 1,934 $245K
Semus Wealth Partners LLC 0.12% Add +0.8% 1,933 $245K
Towne Trust Company, N.A 0.07% Reduce -15.1% 1,931 $244K
OneAscent Wealth Management LLC 0.07% Reduce -1.6% 1,922 $243K
Strategic Investment Solutions, Inc. 0.06% Add +0.4% 1,921 $243K
Leelyn Smith, LLC 0.03% Add +2.3% 1,921 $243K
SYM FINANCIAL Corp 0.02% New 1,919 $243K
Meridian Financial Advisors, LLC 0.12% No change 1,908 $242K
FSB Premier Wealth Management, Inc. 0.07% Reduce -3.2% 1,905 $241K
Burns J W & Co. Inc. 0.03% Add +0.4% 1,905 $241K
Second Half Financial Partners, LLC 0.10% Add +5.7% 1,901 $241K
Hamilton Capital, LLC 0.01% Add +20.7% 1,898 $240K
McLean Asset Management Corp 0.03% Reduce -1.1% 1,914 $240K
Armstrong, Fleming & Moore, Inc 0.08% No change 1,896 $240K
Havemeyer Place LP 0.02% New 1,893 $240K
Founders Financial Securities LLC 0.01% Add +22.9% 1,889 $239K
Waterfront Wealth Inc. 0.04% New 1,903 $239K
Silvant Capital Management LLC 0.01% No change 1,886 $239K
Ewa, LLC 0.04% Reduce -1.6% 1,885 $239K
AmeriServ Wealth Advisors 0.16% Reduce -27.6% 1,881 $238K
Stokes Family Office, LLC 0.03% Reduce -16.2% 1,880 $238K
Prosperity Financial Group, Inc. 0.07% Add +0.9% 1,880 $238K
CPC Advisors, LLC 0.03% Reduce -8.4% 1,871 $237K
Bullock Wealth Management Group 0.10% Add +9.6% 1,871 $235K
Colton Groome Financial Advisors, LLC 0.06% New 1,858 $235K
Liberty Wealth Management LLC 0.03% No change 1,791 $235K
MV Capital Management, Inc. 0.02% Reduce -6.4% 1,848 $234K
Beacon Financial Advisory LLC 0.05% Add +17.6% 1,847 $234K
PKS Advisory Services, LLC 0.04% New 1,848 $234K
Kornitzer Capital Management Inc. 0.00% Reduce -7.1% 1,844 $233K
Safeguard Investment Advisory Group, LLC 0.05% Add +2.3% 1,840 $233K
American Money Management, LLC 0.03% No change 1,839 $233K
Legacy Edge Advisors, LLC 0.02% No change 1,837 $233K
Tradewinds Capital Management, LLC 0.04% No change 1,835 $232K
Tranquility Partners, LLC 0.08% No change 1,833 $232K
Impact Partnership Wealth, LLC 0.02% Reduce -57.4% 1,828 $231K
Wright Wealth LLC 0.14% Add +0.4% 1,827 $231K
Strathmore Capital Advisors, Inc. 0.06% Add +7.6% 1,836 $231K
Sentry LLC 0.06% No change 1,822 $231K
Roberts Wealth Advisors, LLC 0.05% New 1,818 $230K
Fortitude Advisory Group L.L.C. 0.09% Add +4.2% 1,817 $230K
Dopkins Wealth Management, LLC 0.08% New 1,816 $230K
O'Domhnaill Enterprises, Inc. 0.18% Add +7.3% 1,814 $230K
J.P. Marvel Investment Advisors, LLC 0.03% No change 1,811 $229K
Country Trust Bank 0.00% Add +4.0% 1,810 $229K
Weaver Consulting Group 0.05% Reduce -0.7% 1,806 $229K
Everstar Asset Management, LLC 0.11% Reduce -4.5% 1,805 $228K
Stokes Capital Advisors, LLC 0.05% Add +16.9% 1,805 $228K
Joule Financial, LLC 0.06% Add +2.1% 1,803 $228K
Old Peak Finance LLC 0.11% New 1,802 $228K
Revere Asset Management, Inc 0.09% No change 1,800 $228K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,800 $228K
FDx Advisors, Inc. 0.07% Reduce -26.7% 1,791 $227K
Chung Wu Investment Group, LLC 0.15% No change 1,790 $227K
Charter Research & Investment Group, Inc. 0.14% No change 1,781 $225K
Eagle Capital Management, LLC 0.08% No change 1,781 $225K
Kagan Cocozza Asset Management 0.14% No change 1,775 $225K
Hughes Financial Services, LLC 0.03% Add +1.8% 1,775 $225K
Wealth Management Nebraska 0.02% Add +6.5% 1,769 $224K
Black Diamond Financial, LLC 0.02% Reduce -0.1% 1,768 $224K
Regatta Capital Group, LLC 0.03% No change 1,767 $224K
Waldron Private Wealth LLC 0.01% No change 1,766 $224K
Axq Capital, LP 0.02% Reduce -93.2% 1,764 $223K
Compass Wealth Management, LLC 0.09% No change 1,759 $223K
Beacon Wealthcare LLC 0.07% No change 1,757 $222K
Nordwand Advisors, LLC 0.03% No change 1,755 $222K
Newman Dignan & Sheerar, Inc. 0.04% No change 1,753 $222K
bLong Financial, LLC 0.14% No change 1,751 $222K
Kieckhefer Group LLC 0.09% No change 1,748 $221K
Bender Robert & Associates 0.05% No change 1,748 $221K
Legacy Advisors, LLC 0.02% New 1,747 $221K
Wellspring Financial Advisors, LLC 0.01% Reduce -2.0% 1,744 $221K
Madrona Financial Services, LLC 0.04% New 1,736 $220K
Granite Harbor Advisors, Inc. 0.09% Add +5.0% 1,734 $219K
Wingate Wealth Advisors, Inc. 0.10% No change 1,733 $219K
Hilltop Wealth Advisors, LLC 0.11% Reduce -0.7% 1,730 $219K
S Harris Financial Group, LLC 0.17% Add +1.4% 1,729 $219K
Old Second National Bank of Aurora 0.04% No change 1,726 $218K
Americana Partners, LLC 0.00% Add +9.8% 1,724 $218K
First Financial Corp. 0.08% No change 1,720 $218K
Alhambra Investment Management LLC 0.10% Reduce -20.4% 1,719 $218K
Old Mission Investment Co LLC 0.05% Add +1.7% 1,717 $217K
Rather & Kittrell, Inc. 0.03% Add +1.7% 1,715 $217K
Client 1ST Advisory Group, LLC 0.06% Add +11.1% 1,712 $217K
Capstone Wealth Management Group, Inc. 0.13% — 1,712 $217K
LVZ, Inc. 0.02% Add +1.6% 1,708 $216K
WESPAC Advisors SoCal, LLC 0.04% New 1,704 $216K
BNB Wealth Management, LLC 0.12% No change 1,702 $215K
Alteri Wealth LLC 0.06% Add +0.1% 1,702 $215K
Private Client Services, LLC 0.06% Add +6.9% 1,699 $215K
F/m Investments LLC 0.01% Reduce -0.1% 1,695 $215K
Warren Street Wealth Advisors, LLC 0.05% Reduce -0.3% 1,692 $214K
MBE Wealth Management, LLC 0.08% Reduce -16.3% 1,692 $214K
Fairscale Capital, LLC 0.13% No change 1,691 $214K
Hopwood Nicholas Hunter 0.06% Add +1.0% 1,690 $214K
Caliber Wealth Management, LLC / KS 0.02% Add +1.9% 1,688 $214K
Eagle Rock Investment Company, LLC 0.03% No change 1,685 $213K
Ellenbecker Investment Group 0.02% No change 1,678 $212K
FSM Wealth Advisors, LLC 0.02% Reduce -9.5% 1,677 $212K
Wedge Capital Management L L P 0.00% Reduce -14.5% 1,674 $212K
MRA Advisory Group 0.08% Add +0.2% 1,669 $211K
Alternative Investment Advisors, LLC. 0.08% Add +3.0% 1,668 $211K
Old West Investment Management, LLC 0.02% New 1,666 $211K
Allianz SE 0.00% No change 1,666 $211K
Smith Partners Wealth Management, LLC 0.17% Reduce -7.6% 1,664 $211K
Sharp Wealth Advisory, LLC 0.10% Reduce -11.5% 1,661 $210K
Annex Advisory Services, LLC 0.00% Reduce -8.3% 1,656 $210K
Good Harbor Advisors, Inc. 0.20% No change 1,655 $209K
Saxon Interests, Inc. 0.06% Reduce -2.9% 1,653 $209K
Mirador Capital Partners LP 0.03% No change 1,653 $209K
Becker Capital Management Inc. 0.01% New 1,653 $209K
SkyOak Wealth, LLC 0.03% No change 1,652 $209K
Barrett & Company, Inc. 0.06% No change 1,651 $209K
Axiom Investment Management LLC 0.14% Add +12.0% 1,648 $209K
GDS Wealth Management 0.01% New 1,647 $208K
TCTC Holdings, LLC 0.01% Add +7.7% 1,646 $208K
MQS Management LLC 0.25% New 1,644 $208K
First American Trust, FSB 0.01% Add +1.4% 1,643 $208K
McAdam, LLC 0.01% New 1,642 $208K
Compass Ion Advisors, LLC 0.02% Reduce -1.6% 1,639 $208K
Evolution Wealth Management Inc. 0.12% Add +176.2% 1,638 $207K
Marin Bay Wealth Advisors, LLC 0.11% Reduce -40.6% 1,637 $207K
Swan Global Investments, LLC 0.01% New 1,635 $207K
Chancellor Financial Group WB LP 0.13% Add +0.3% 1,633 $207K
Crew Capital Management, Ltd 0.11% No change 1,631 $206K
MeadowBrook Investment Advisors LLC 0.17% No change 1,628 $206K
Traveka Wealth, LLC 0.07% Add +0.4% 1,628 $206K
Entelevest, LLC 0.18% New 1,625 $206K
J.M. Arbour, LLC 0.18% Add +6.1% 1,624 $206K
SPWM Advisors LLC 0.19% Reduce -3.6% 1,644 $206K
Stonebrook Private Inc. 0.04% New 1,623 $205K
Koss-Olinger Consulting, LLC 0.02% Add +0.7% 1,622 $205K
Brighton Securities Corp. 0.09% Reduce -6.5% 1,622 $205K
OVERSEA-CHINESE BANKING Corp Ltd 0.00% Reduce -49.5% 1,615 $204K
Pinion Investment Advisors, LLC 0.04% Add +0.4% 1,609 $204K
Northeast Investment Management 0.01% No change 1,605 $203K
Symmetry Partners, LLC 0.01% New 1,605 $203K
Fusion Capital, LLC 0.05% Add +0.1% 1,605 $203K
Capula Management Ltd 0.00% Reduce -84.7% 1,604 $203K
180 Wealth Advisors, LLC 0.02% Add +0.4% 1,603 $203K
Arbor Wealth Advisors LLC 0.12% No change 1,602 $203K
Stonebridge Financial Group, LLC / MO 0.13% Reduce -4.4% 1,602 $203K
Buckhead Capital Management LLC 0.07% New 1,599 $202K
Quadrant Private Wealth Management, LLC 0.05% New 1,599 $202K
A. D. Beadell Investment Counsel, Inc. 0.13% Add +0.6% 1,599 $202K
Zhang Financial LLC 0.01% Add +0.1% 1,592 $202K
TruNorth Capital Management, LLC 0.03% New 1,590 $201K
Strategies Wealth Advisors, LLC 0.02% Add +0.1% 1,584 $200K
Peak Retirement Planning, Inc. 0.03% Reduce -5.8% 1,583 $200K
Valley National Advisers Inc. 0.02% Reduce -1.5% 1,558 $197K
Knuff & Co LLC 0.05% Add +13.4% 1,540 $195K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +9.1% 1,508 $191K
Morse Asset Management, Inc 0.03% No change 1,500 $190K
Summit Securities Group LLC 0.04% Add +59.6% 1,481 $187K
CrossGen Wealth, LLC 0.15% Reduce -22.2% 1,480 $187K
Dogwood Wealth Management LLC 0.07% Reduce -72.6% 1,475 $187K
IMG Wealth Management, Inc. 0.10% Add +1.0% 1,454 $184K
Center for Financial Planning, Inc. 0.02% No change 1,438 $182K
Beacon Financial Strategies CORP 0.09% No change 1,402 $177K
Spectrum Wealth Advisory Group, LLC 0.05% New 1,392 $176K
Vision Financial Markets LLC 0.15% No change 1,395 $176K
Princeton Global Asset Management LLC 0.02% Add +0.8% 1,368 $173K
Institute for Wealth Management, LLC. 0.02% New 1,360 $172K
Nemes Rush Group LLC 0.01% Reduce -24.0% 1,352 $171K
Fortitude Family Office, LLC 0.03% Reduce -0.7% 1,348 $171K
Atwood & Palmer Inc. 0.01% No change 1,348 $171K
Kimelman & Baird, LLC 0.01% No change 1,332 $169K
West Branch Capital LLC 0.04% Reduce -13.1% 1,331 $168K
Godfrey Financial Associates, Inc. 0.13% No change 1,327 $168K
Hollencrest Capital Management 0.01% Add +0.1% 1,318 $167K
Beaird Harris Wealth Management, LLC 0.01% Add +88.7% 1,302 $165K
Fiduciary Financial Advisors 0.02% New 1,306 $165K
Global Trust Asset Management, LLC 0.05% Add +3.7% 1,295 $164K
Hager Investment Management Services, LLC 0.08% Reduce -6.2% 1,290 $163K
New England Capital Financial Advisors LLC 0.04% Add +0.1% 1,270 $161K
Coastline Trust Co 0.01% No change 1,266 $160K
Palladiem, LLC 0.16% Reduce -16.7% 1,265 $160K
S.A. Mason LLC 0.05% Add +2.1% 1,240 $157K
GHP Investment Advisors, Inc. 0.01% Add +9.0% 1,238 $157K
Cranbrook Wealth Management, LLC 0.03% No change 1,233 $156K
Family Legacy Financial Solutions, LLC 0.10% Reduce -31.1% 1,232 $156K
Richards, Merrill & Peterson, Inc. 0.05% Reduce -14.8% 1,216 $154K
Medallion Wealth Advisors, LLC 0.05% Reduce -25.2% 1,205 $153K
Holos Integrated Wealth LLC 0.07% Reduce -6.5% 1,188 $152K
Aventura Private Wealth, LLC 0.05% Add +18.0% 1,201 $152K
Security National Bank of Sioux City Iowa 0.06% New 1,199 $152K
Cutler Capital Management, LLC 0.05% No change 1,183 $150K
Smallwood Wealth Investment Management, LLC 0.06% No change 1,172 $148K
Tidemark, LLC 0.03% Add +275.2% 1,163 $147K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +28.9% 1,134 $144K
Webster Bank, N. A. 0.01% Add +6.9% 1,132 $143K
Caitong International Asset Management Co., Ltd 0.02% New 1,125 $142K
Bravera Wealth 0.05% Reduce -2.9% 1,121 $142K
Purpose Unlimited Inc. 0.01% Reduce -6.8% 1,106 $140K
LifeSteps Financial, Inc. 0.07% New 1,100 $139K
Westside Investment Management, Inc. 0.02% Reduce -1.5% 1,099 $139K
Capital Advisors, Ltd. LLC 0.01% Add +2.8% 1,096 $139K
Bay Harbor Wealth Management, LLC 0.03% Add +1432.4% 1,088 $138K
Investment Research & Advisory Group, Inc. 0.04% Add +63.6% 1,062 $136K
Acumen Wealth Advisors, LLC 0.03% Add +0.6% 1,054 $133K
WPG Advisers, LLC 0.08% Add +29.0% 1,046 $132K
Trust Co 0.01% Add +38.6% 1,034 $131K
Miller Capital Partners, Inc. 0.05% No change 1,030 $130K
Advantage Trust Co 0.05% Add +157.9% 1,029 $130K
Measured Wealth Private Client Group, LLC 0.03% Add +19.0% 1,029 $130K
Piscataqua Savings Bank 0.09% No change 1,029 $130K
Dakota Community Bank & Trust NA 0.40% No change 1,026 $130K
Copia Wealth Management 0.08% No change 1,017 $129K
JPL Wealth Management, LLC 0.03% Add +10.5% 1,009 $128K
Private Wealth Asset Management, LLC 0.01% No change 1,008 $128K
Bayban 0.10% Add +13.5% 1,006 $127K
Howard Capital Management Group, LLC 0.01% Reduce -1.0% 1,003 $127K
Wealth Preservation Advisors, LLC 0.07% No change 1,000 $127K
N.E.W. Advisory Services LLC 0.01% Add +29.2% 999 $126K
Asset Dedication, LLC 0.01% Add +4.9% 978 $124K
Southern Michigan Bank & Trust 0.04% No change 947 $120K
Bangor Savings Bank 0.01% Reduce -0.3% 930 $118K
Prosperity Bancshares Inc 0.08% Reduce -5.5% 917 $116K
Byrne Asset Management LLC 0.06% No change 908 $115K
C M Bidwell & Associates Ltd. 0.05% Reduce -3.2% 896 $113K
Coston, McIsaac & Partners 0.02% Add +7.5% 890 $112K
GW&K Investment Management, LLC 0.00% Add +4.0% 885 $112K
Key Financial Inc 0.02% Reduce -2.2% 857 $108K
POM Investment Strategies, LLC 0.12% Reduce -66.3% 849 $107K
Pacifica Partners Inc. 0.03% Reduce -3.3% 827 $107K
Kilter Group LLC 0.04% Add +11.0% 839 $106K
SJS Investment Consulting Inc. 0.01% Reduce -13.6% 820 $104K
TOWER TRUST & INVESTMENT Co 0.06% No change 819 $104K
True Wealth Design, LLC 0.02% Add +18.4% 817 $103K
RHL Group, LLC 0.09% New 810 $103K
PenderFund Capital Management Ltd. 0.05% New 808 $102K
Louisbourg Investments Inc. 0.02% No change 800 $101K
Avalon Trust Co 0.01% No change 800 $101K
Synergy Investment Management, LLC 0.02% Add +71.5% 784 $100K
Keating Financial Advisory Services, Inc. 0.01% Add +21.2% 767 $97K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 763 $97K
Silver Grove Financial Group, Inc. 0.05% New 758 $96K
LRI Investments, LLC 0.01% Add +2.5% 734 $93K
Aberdeen Wealth Management LLC 0.04% New 725 $92K
Luken Investment Analytics, LLC 0.03% No change 721 $91K
Kelleher Financial Advisors 0.01% Add +69.3% 699 $89K
Sachetta, LLC 0.04% Add +9.7% 681 $86K
PFS Partners, LLC 0.03% Add +0.7% 679 $86K
Edmond DE Rothschild Holding S.A. 0.00% No change 667 $84K
Planning Strategies Inc. 0.05% — 653 $83K
IMA Advisory Services, Inc. 0.01% Add +851.5% 647 $82K
First Pacific Financial 0.01% Reduce -19.4% 640 $81K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 636 $81K
Wellington Shields Capital Management, LLC 0.01% No change 630 $80K
Gen-Wealth Partners Inc 0.02% No change 623 $79K
Investors Research Corp 0.01% No change 600 $76K
First Bancorp, Inc 0.03% New 588 $74K
1248 Management, LLC 0.03% No change 587 $74K
Basepoint Wealth LLC 0.04% Add +0.3% 573 $72K
Fortis Group Advisors, LLC 0.01% No change 570 $72K
Flagship Wealth Advisors, LLC 0.02% No change 563 $71K
Centerpoint Advisors, LLC 0.02% No change 553 $70K
Hartford Financial Management Inc. 0.02% No change 544 $69K
Buck Wealth Strategies, LLC 0.01% New 523 $66K
Perkins Coie Trust Co 0.01% No change 507 $64K
Cherry Tree Wealth Management, LLC 0.01% Add +0.8% 504 $64K
Western Pacific Wealth Management, LP 0.06% No change 504 $64K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.19% Reduce -65.4% 501 $63K
Lummis Asset Management, LP 0.04% No change 500 $63K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $63K
BankPlus Trust Department 0.01% No change 494 $63K
Wellington-Altus USA Inc. 0.04% Reduce -32.8% 470 $62K
Boyd Watterson Asset Management LLC 0.02% No change 479 $61K
Pin Oak Investment Advisors Inc. 0.04% Add +1.1% 472 $60K
Catalyst Capital Advisors LLC 0.00% Reduce -50.8% 468 $59K
Tsfg, LLC 0.01% Add +4.5% 466 $59K
Cornerstone Planning Group LLC 0.01% Add +5.6% 453 $58K
Horrell Capital Management, Inc. 0.03% No change 450 $57K
Delta Asset Management LLC 0.00% Add +10.2% 442 $56K
CGC Financial Services, LLC 0.01% Add +42.2% 438 $55K
S&T Bank 0.02% Add +121.4% 434 $55K
Motco 0.00% Add +4.1% 434 $55K
Private Wealth Management Group, LLC 0.01% Add +47.9% 423 $54K
LGT Financial Advisors LLC 0.28% Add +0.7% 415 $53K
Bruce G. Allen Investments, LLC 0.03% Reduce -10.4% 414 $52K
Plante Moran Financial Advisors, LLC 0.00% Reduce -48.1% 411 $52K
Monetary Solutions, Ltd 0.04% No change 401 $51K
Key Capital Management, INC 0.03% No change 393 $50K
Chesapeake Asset Management LLC 0.04% Add +225.2% 387 $49K
Bellevue Asset Management, LLC 0.02% Add +0.3% 375 $48K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -13.7% 372 $47K
Bare Financial Services, Inc 0.01% Add +20.1% 371 $47K
Midwest Capital Advisors, LLC 0.02% No change 370 $47K
Frazier Financial Advisors, LLC 0.02% No change 368 $47K
Walsh & Associates, LLC 0.04% No change 362 $46K
Owl Creek Wealth Partners LLC 0.01% Add +5.9% 357 $45K
Covestor Ltd 0.03% Reduce -3.5% 355 $45K
Chilton Capital Management LLC 0.00% No change 355 $45K
FWL Investment Management, LLC 0.01% Add +7.7% 349 $44K
Kroeger Financial Partners 0.04% — 348 $44K
First Community Trust NA 0.02% No change 348 $44K
Redwood Park Advisors LLC 0.03% Add +0.9% 348 $44K
Millstone Evans Group, LLC 0.02% Add +14.8% 341 $43K
1620 Investment Advisors, Inc. 0.03% No change 338 $43K
Canton Hathaway, LLC 0.01% No change 331 $42K
Cornerstone National Bank & Trust Co 0.01% No change 333 $42K
Kemnay Advisory Services Inc. 0.01% Add +4.8% 328 $42K
DHJJ Financial Advisors, Ltd. 0.01% No change 324 $41K
Abound Financial, LLC 0.02% No change 323 $41K
Harborfront Financial Group LLC 0.15% — 323 $41K
Avion Wealth 0.01% Add +13.8% 322 $40K
Dunhill Financial, LLC 0.01% Add +58.6% 314 $40K
Bell Investment Advisors, Inc 0.01% Add +45.6% 313 $40K
Advocate Investing Services LLC 0.03% Add +1.0% 311 $39K
Addison Advisors LLC 0.02% Reduce -78.0% 310 $39K
Gill Capital Partners, LLC 0.01% Add +128.9% 309 $39K
Prestige Wealth Management Group LLC 0.01% No change 304 $38K
Nova Wealth Management, Inc. 0.02% No change 302 $38K
Peck Wealth Management, LLC 0.03% No change 300 $38K
Hoey Investments, Inc. 0.01% Reduce -40.0% 300 $38K
Dynamic Wealth Strategies, LLC 0.02% No change 294 $37K
McGuire Capital Advisors Inc. 0.02% Reduce -1.0% 290 $37K
Ares Financial Consulting, LLC 0.03% No change 289 $37K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 275 $36K
TFC Financial Management, Inc. 0.00% Reduce -24.1% 268 $34K
Caitlin John, LLC 0.02% Add +60.8% 267 $34K
Access Investment Management LLC 0.01% No change 262 $33K
Olistico Wealth, LLC 0.01% No change 260 $33K
Joseph Group Capital Management 0.01% Reduce -16.3% 257 $33K
Blueline Advisors LLC 0.02% Add +45.5% 256 $32K
Chapman Financial Group, LLC 0.02% Reduce -14.4% 256 $32K
Rialto Wealth Management, LLC 0.01% Add +495.4% 256 $32K
Winch Advisory Services, LLC 0.01% Add +0.8% 255 $32K
Lodestone Wealth Management LLC 0.01% No change 254 $32K
CoreFirst Bank & Trust 0.02% No change 252 $32K
Vermillion Wealth Management, Inc. 0.01% Reduce -13.2% 250 $32K
Lipe & Dalton 0.01% No change 243 $31K
JNBA Financial Advisors 0.00% Add +6.3% 237 $30K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Reduce -90.1% 235 $30K
Cornerstone Financial Management LLC 0.02% Reduce -25.0% 234 $30K
Obsidian Cio, LLC 0.02% Reduce -38.9% 233 $30K
Noble Wealth Management PBC 0.01% No change 233 $29K
Highline Wealth Partners LLC 0.01% Reduce -9.4% 232 $29K
KERR FINANCIAL PLANNING Corp 0.03% No change 223 $28K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 222 $28K
Murphy & Mullick Capital Management Corp 0.02% Reduce -60.9% 220 $28K
Abound Wealth Management 0.01% Reduce -41.9% 216 $27K
Dorato Capital Management 0.02% No change 216 $27K
Raffa Wealth Management, LLC 0.00% Add +19.9% 211 $27K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 208 $26K
Triumph Capital Management 0.00% Add +13.7% 207 $26K
American Capital Advisory, LLC 0.01% Add +10.2% 206 $26K
Tanglewood Legacy Advisors, LLC 0.01% New 206 $26K
GoalVest Advisory LLC 0.00% No change 205 $26K
Financial Network Wealth Advisors LLC 0.03% Reduce -5.2% 202 $26K
High Note Wealth, LLC 0.00% Add +25.5% 202 $26K
NorthAvenue LLC 0.02% No change 200 $25K
Proathlete Wealth Management LLC 0.01% No change 195 $25K
DT Investment Partners, LLC 0.00% No change 190 $24K
Main Street Group, LTD 0.01% Add +1.1% 188 $24K
Ascentis Wealth Management, LLC 0.00% No change 185 $24K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% New 185 $23K
Allied Private Wealth LLC 0.01% — 184 $23K
1 North Wealth Services LLC 0.01% No change 183 $23K
Pension & Wealth Management Advisors, Inc. 0.01% No change 183 $23K
Harbor Capital Advisors, Inc. 0.00% New 179 $23K
Montgomery Financial Services LLC 0.02% — 181 $23K
Provenance Wealth Advisors, LLC 0.00% New 181 $23K
Vanguard National Trust Co 0.00% No change 181 $23K
CDKV Holdings LLC 0.02% No change 178 $23K
MPWM Advisory Solutions, LLC 0.01% Reduce -6.4% 175 $22K
Mascoma Wealth Management LLC 0.00% No change 175 $22K
Valley Wealth Managers, Inc. 0.00% No change 171 $22K
Signature Resources Capital Management, LLC 0.01% No change 169 $21K
Ankerstar Wealth, LLC 0.02% No change 168 $21K
Axxion S.A. 0.00% — 168 $21K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 168 $21K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 167 $21K
Elevated Capital Advisors, LLC 0.01% Add +68.7% 167 $21K
Marquette Asset Management, LLC 0.00% Add +8.0% 162 $21K
Wiser Advisor Group LLC 0.02% No change 160 $20K
Orion Capital Management LLC 0.01% No change 159 $20K
Robinswood Financial LLC 0.01% Add +0.6% 157 $20K
Leo H. Evart, Inc. 0.02% No change 156 $20K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 155 $20K
IFS Advisors, LLC 0.01% No change 154 $19K
Atlatl Advisers LLC 0.00% New 151 $19K
Essential Partners LLC 0.01% No change 149 $19K
Richard W. Paul & Associates, LLC 0.01% No change 149 $19K
SWAN Capital LLC 0.01% Add +2.8% 148 $19K
Ramirez Asset Management, Inc. 0.00% No change 144 $18K
Central Pacific Bank - Trust Division 0.00% No change 140 $18K
Lavaca Capital LLC 0.00% Add +38.0% 138 $17K
IAG Wealth Partners, LLC 0.00% Reduce -50.5% 136 $17K
Financial Gravity Companies, Inc. 0.00% — 134 $17K
ESL Trust Services, LLC 0.00% No change 131 $17K
EFG International AG 0.00% No change 129 $16K
SIMA Wealth Partners, LLC 0.01% No change 129 $16K
Sfam, LLC 0.01% No change 129 $16K
Wilkerson Advisory Group LLC 0.00% Reduce -13.7% 126 $16K
TD Capital Management LLC 0.00% No change 121 $15K
Erste Asset Management GmbH 0.00% New 120 $15K
Davis Capital Management 0.01% Add +15.7% 118 $15K
Decker Retirement Planning Inc. 0.01% New 117 $15K
Rakuten Securities, Inc. 0.00% Add +33.7% 115 $15K
Sankala Group LLC 0.01% Add +1.8% 114 $14K
Acima Private Wealth, LLC 0.00% No change 110 $14K
J.Safra Asset Management Corp 0.00% No change 110 $14K
Imprint Wealth LLC 0.06% No change 107 $14K
Comprehensive Financial Planning, Inc. 0.01% No change 104 $13K
Core Alternative Capital 0.00% No change 104 $13K
General Partner, Inc. 0.01% No change 101 $13K
Burnham & Co LLC 0.01% — 100 $13K
Aventus Investment Advisors, Inc. 0.01% New 100 $13K
Miller Wealth Advisors, LLC 0.01% No change 100 $13K
Graney & King, LLC 0.00% No change 100 $13K
SRH Advisors, LLC 0.00% No change 100 $13K
Cedar Mountain Advisors, LLC 0.00% Add +29.3% 97 $12K
Maseco LLP 0.00% Add +23.1% 96 $12K
Guinness Atkinson Asset Management Inc 0.01% No change 93 $12K
WealthCollab, LLC 0.00% Reduce -9.8% 92 $12K
Entrust Financial LLC 0.01% No change 91 $12K
Park Square Financial Group, LLC 0.10% Reduce -18.2% 90 $11K
Manning & Napier Advisors LLC 0.00% New 87 $11K
Rachor Investment Advisory Services, LLC 0.01% No change 87 $11K
HighMark Wealth Management LLC 0.00% Add +135.1% 87 $11K
McDonald Partners LLC 0.00% New 87 $11K
Burk Holdings LLC 0.00% No change 86 $11K
Kingdom Financial Group LLC. 0.00% Add +1.2% 85 $11K
Toth Financial Advisory Corp. 0.00% Reduce -45.7% 82 $10K
Thompson Investment Management, Inc. 0.00% No change 80 $10K
Highland Investment Advisors LLC 0.00% — 79 $10K
Birchwood Financial Partners, Inc. 0.01% No change 78 $10K
Whipplewood Advisors, LLC 0.01% Reduce -94.5% 75 $9K
Activest Wealth Management 0.00% Reduce -70.8% 74 $9K
Aspect Partners, LLC 0.00% No change 73 $9K
Investors Portfolio Services LLC 0.01% Reduce -4.0% 71 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $9K
Hurley Capital, LLC 0.00% Add +4.5% 69 $9K
Westend Capital Management, LLC 0.00% New 68 $9K
Clark Wealth Partners 0.00% No change 67 $8K
Atlas Capital Advisors Inc. 0.00% Add +219.1% 67 $8K
Penserra Capital Management LLC 0.00% No change 66 $8K
MRP Capital Investments, LLC 0.01% No change 63 $8K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -22.8% 61 $8K
Valued Wealth Advisors LLC 0.00% Add +1.8% 58 $7K
Principia Wealth Advisory, LLC 0.00% Add +26.1% 58 $7K
Stone House Investment Management, LLC 0.00% Add +3.6% 57 $7K
Davis Asset Management, L.P. 0.00% No change 54 $7K
Granite FO LLC 0.00% No change 50 $6K
Ameliora Wealth Management Ltd. 0.00% No change 50 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 52 $6K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 47 $6K
JDM Financial Group LLC 0.00% Add +53.3% 46 $6K
Newton One Investments LLC 0.00% New 46 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 43 $6K
BOK Financial Private Wealth, Inc. 0.00% New 44 $6K
Clean Yield Group 0.00% No change 42 $5K
Transce3nd, LLC 0.05% Reduce -2.3% 42 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 41 $5K
Carolina Wealth Advisors, LLC 0.00% No change 40 $5K
Raiffeisen Bank International AG 0.00% New 39 $5K
Mosley Wealth Management 0.00% Add +15.2% 38 $5K
PayPay Securities Corp 0.11% Add +5.7% 37 $5K
WestEnd Advisors, LLC 0.00% Add +2.9% 35 $4K
Consultiva Wealth Management, Corp. 0.01% No change 34 $4K
Quarry LP 0.00% New 33 $4K
Quaker Wealth Management, LLC 0.00% Add +40.9% 31 $4K
Strengthening Families & Communities, LLC 0.00% Add +225.0% 26 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $3K
1015 Capital Partners, LLC 0.00% No change 24 $3K
Arlington Trust Co LLC 0.00% No change 24 $3K
Torren Management, LLC 0.00% No change 19 $2K
Toews Corp. 0.00% New 19 $2K
Osbon Capital Management LLC 0.00% No change 16 $2K
Creative Capital Management Investments LLC 0.00% New 16 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 16 $2K
Vanguard Advisers Inc. 0.00% New 14 $2K
HFM Investment Advisors, LLC 0.00% Add +57.1% 11 $1K
Nvest Wealth Strategies, Inc. 0.00% Add +150.0% 10 $1K
Strive Financial Group ,LLC 0.00% No change 10 $1K
Trifecta Capital Advisors, LLC 0.00% New 9 $1K
Breakwater Investment Management 0.00% No change 8 $1K
Y.D. More Investments Ltd 0.00% Add +16.0% 2,356 $1K
Phillip James Consulting Co. 0.00% No change 7 $886
3 Factor Indexing, LLC 0.00% No change 4 $507
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $474
DecisionPoint Financial, LLC 0.00% Reduce -78.6% 3 $378
ROSS\JOHNSON & Associates LLC 0.00% New 1 $127
Meeder Asset Management Inc. 0.00% No change 1 $127
Elequin Capital, LP 0.00% New 1 $127
Maryland Capital Advisors Inc. 0.00% — 1 $127
Evolution Advisers, Inc. 0.00% New 2 $0
Navigoe, LLC 0.00% New 3 $0

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