General ElectricGE

13F holders, Q3 2024 (September 30)
2,344holders +187
261new positions
84sold out
14famous investors
$188.49avg. 13F price*

At the end of Q3 2024, 2,344 institutions reported holding General Electric (GE) in their 13F filings, up 187 from Q2 2024. 261 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($16.9B), BlackRock, Inc. ($15.1B) and FMR LLC ($12.4B). 14 famous investors held it, including Chris Hohn (20.6% of TCI Fund Management's portfolio), Nelson Peltz (19.5% of Trian Fund Management's portfolio) and Cliff Asness (0.8% of AQR Capital Management's portfolio).

Company
General Electric
Filed as
GE AEROSPACE (Q3 2024)
Sector
Technology
CUSIP
369604301
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,125Q1 2024Q2 2024: 2,157Q2 2024Q3 2024: 2,344Q3 2024Q4 2024: 2,434Q4 2024Q1 2025: 2,602Q1 2025Q2 2025: 2,797Q2 2025Q3 2025: 2,934Q3 2025Q4 2025: 3,209Q4 2025Q1 2026: 3,212Q1 2026Q2 2026: 3,435Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions261$479.4M
Exits84$380.0M

All 13F filers, Q2 2024 → Q3 2024: 30,232,654 shares bought and 39,310,455 shares sold, net −9,077,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,344 holders

Vanguard Group Inc. 0.30% Add +0.1% 89,405,146 $16.9B
BlackRock, Inc. 0.32% — 79,902,790 $15.1B
FMR LLC 0.76% Reduce -2.6% 65,858,956 $12.4B
Capital Research Global Investors 2.06% Reduce -17.4% 52,623,530 $9.9B
Capital International Investors 1.78% Reduce -5.8% 49,124,780 $9.3B
TCI Fund Management 20.64% No change 48,180,376 $9.1B
State Street Corp. 0.33% Add +2.1% 43,322,827 $8.2B
T. Rowe Price Associates Inc. 0.58% Add +0.2% 26,873,456 $5.1B
Geode Capital Management, LLC 0.34% Add +0.7% 22,587,961 $4.2B
Capital World Investors 0.65% Reduce -1.5% 22,265,052 $4.2B
Newport Trust Company, LLC 7.14% Reduce -5.0% 15,621,541 $2.9B
Dodge & Cox 1.52% Reduce -0.9% 14,177,036 $2.7B
Norges Bank 0.35% Add +4.7% 13,248,811 $2.5B
Morgan Stanley 0.16% Reduce -6.5% 11,457,890 $2.2B
Northern Trust Corp. 0.29% Reduce -3.5% 9,493,763 $1.8B
Invesco Ltd. 0.30% Add +12.0% 8,339,847 $1.6B
Jennison Associates LLC 0.91% Add +91.8% 7,771,759 $1.5B
Canada Pension Plan Investment Board 1.21% Add +1.6% 6,769,464 $1.3B
Bank of New York Mellon Corp 0.23% Reduce -3.3% 6,651,164 $1.3B
Legal & General Group Plc 0.33% Reduce -1.0% 6,577,897 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.32% Add +6.7% 6,556,515 $1.2B
Charles Schwab Investment Management Inc. 0.23% Add +0.1% 6,530,584 $1.2B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.19% Reduce -29.4% 6,045,568 $1.1B
Brown Advisory Inc. 1.39% Add +41.8% 5,883,365 $1.1B
Bank of America Corp. 0.09% Add +18.1% 5,516,128 $1.0B
WCM Investment Management, LLC 2.33% Reduce -2.2% 5,542,899 $1.0B
Goldman Sachs Group Inc. 0.19% Reduce -7.1% 5,137,307 $968.8M
Massachusetts Financial Services Co. 0.23% Add +12.5% 4,106,786 $774.5M
Trian Fund Management 19.53% No change 4,030,213 $760.0M
State Farm Mutual Automobile Insurance Co. 0.65% No change 3,987,464 $752.0M
Swiss National Bank 0.40% Add +0.4% 3,249,062 $612.7M
UBS Group AG 0.17% Reduce -0.9% 3,225,588 $608.3M
AQR Capital Management 0.84% Add +11.3% 3,281,177 $606.4M
Royal Bank of Canada 0.13% Add +25.0% 3,178,284 $599.4M
JPMorgan Chase & Co. 0.05% Reduce -3.9% 3,171,045 $598.0M
Barclays PLC 0.26% Add +12.9% 3,085,729 $581.9M
Wellington Management Group LLP 0.10% Reduce -3.8% 3,047,695 $574.7M
Wells Fargo & Company 0.14% Add +33.3% 3,018,049 $569.1M
Winslow Capital Management, LLC 2.02% Add +41.5% 2,974,588 $560.9M
Amundi 0.20% Reduce -21.8% 2,888,734 $541.6M
Baird Financial Group, Inc. 1.04% Add +11.2% 2,849,051 $537.3M
Deutsche Bank AG 0.21% Add +5.3% 2,687,125 $506.7M
Sumitomo Mitsui Trust Group, Inc. 0.35% Add +2.0% 2,656,801 $501.0M
Ako Capital LLP 6.51% Reduce -7.0% 2,648,246 $499.4M
Nuveen Asset Management, LLC 0.14% Reduce -0.8% 2,614,697 $493.1M
Voya Investment Management LLC 0.57% Add +5.1% 2,493,675 $470.3M
Dimensional Fund Advisors LP 0.11% Reduce -6.1% 2,406,589 $453.8M
Evergreen Quality Fund GP, Ltd. 22.47% Add +7.0% 2,351,000 $443.4M
HSBC Holdings PLC 0.27% Reduce -4.9% 2,291,952 $430.1M
National Pension Service 0.40% Add +14.9% 2,216,753 $418.0M
Neuberger Berman Group LLC 0.32% Add +58.0% 2,152,332 $405.9M
Marshall Wace, LLP 0.51% Reduce -16.0% 2,052,680 $387.1M
California Public Employees Retirement System 0.27% Reduce -26.3% 2,010,138 $379.1M
Egerton Capital (UK) LLP 3.72% Reduce -17.6% 1,956,819 $369.0M
Rhumbline Advisers 0.33% Add +2.9% 1,948,953 $367.5M
Janus Henderson Group PLC 0.18% Add +505.8% 1,908,434 $359.9M
California State Teachers Retirement System 0.39% Reduce -0.2% 1,780,434 $335.8M
FIL Ltd 0.30% Reduce -2.9% 1,736,222 $327.4M
Meritage Group LP 7.62% Reduce -35.0% 1,729,842 $326.2M
Ensign Peak Advisors, Inc 0.56% Add +13.6% 1,687,568 $318.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.32% Add +8.6% 1,574,142 $296.9M
Skye Global Management LP 6.87% Reduce -4.0% 1,508,000 $284.4M
New York State Common Retirement Fund 0.38% Reduce -6.3% 1,498,969 $282.7M
Franklin Resources Inc. 0.08% Add +206.5% 1,444,466 $278.2M
Ameriprise Financial Inc. 0.07% Reduce -7.9% 1,398,292 $263.7M
Bank of Montreal 0.12% Add +18.6% 1,373,940 $254.7M
Principal Financial Group Inc. 0.14% Add +3.8% 1,323,553 $249.6M
Millennium Management 0.21% Reduce -2.5% 1,258,244 $237.3M
Alliancebernstein L.P. 0.07% Reduce -2.3% 1,170,760 $220.8M
Envestnet Asset Management Inc. 0.07% Add +20.3% 1,163,847 $219.5M
Artisan Partners Limited Partnership 0.31% Add +15.1% 1,113,799 $210.0M
W1M Investment Management Ltd 3.41% Reduce -0.1% 1,100,721 $207.5M
State Board of Administration of Florida Retirement System 0.38% Reduce -2.9% 1,062,827 $200.4M
Sei Investments Co. 0.26% Add +42.3% 1,046,028 $197.3M
New York State Teachers Retirement System 0.40% Reduce -4.5% 1,037,291 $195.6M
National Bank of Canada 0.26% Add +59.6% 1,034,573 $195.1M
XN LP 8.32% Add +15.4% 1,033,750 $194.9M
1832 Asset Management L.P. 0.32% Reduce -8.8% 1,003,433 $189.2M
TCW Group Inc. 1.64% Add +44.3% 994,524 $187.5M
Worldquant Millennium Advisors LLC 1.35% Reduce -0.6% 974,919 $183.9M
Korea Investment CORP 0.44% Add +0.1% 974,173 $183.7M
Allspring Global Investments Holdings, LLC 0.28% Add +55.5% 959,661 $181.0M
TD Asset Management Inc 0.15% Add +95.2% 913,825 $169.4M
Citigroup Inc. 0.16% Reduce -13.1% 888,595 $167.6M
Robeco Institutional Asset Management B.V. 0.33% Add +70.5% 887,943 $167.4M
Manufacturers Life Insurance Company, The 0.15% Reduce -2.0% 877,017 $165.4M
GE Investment Management Corp. 49.55% Reduce -33.2% 856,377 $161.5M
Panagora Asset Management Inc. 0.76% Add +4.7% 847,182 $159.8M
LPL Financial LLC 0.07% Add +5.3% 842,223 $158.8M
PNC Financial Services Group, Inc. 0.10% Reduce -0.4% 822,636 $155.1M
Parallax Volatility Advisers, L.P. 4.59% Reduce -6.9% 808,335 $152.4M
Federated Hermes, Inc. 0.33% Add +1.1% 802,053 $151.3M
Prudential Financial Inc. 0.21% Reduce -46.2% 783,887 $147.8M
Aviva PLC 0.37% Add +2.4% 750,273 $141.5M
Schroder Investment Management Group 0.14% Add +170.4% 756,226 $140.2M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -31.5% 742,891 $140.1M
Zurich Insurance Group Ltd 1.15% Reduce -5.9% 719,114 $135.6M
State of Wisconsin Investment Board 0.34% Add +2.1% 710,787 $134.0M
Natixis Advisors, LLC 0.26% Add +7.5% 696,404 $131.3M
Public Employees Retirement Association of Colorado 0.51% Add +351.4% 687,354 $129.6M
Raymond James & Associates 0.08% Add +17.4% 684,909 $129.2M
Marsico Capital Management LLC 3.58% Reduce -0.5% 679,508 $128.1M
Stifel Financial Corp. 0.13% Add +10.0% 664,660 $125.3M
Douglas Lane & Associates, LLC 1.61% Reduce -9.5% 621,604 $117.2M
Gladstone Capital Management LLP 9.61% Reduce -24.1% 605,371 $114.2M
Chevy Chase Trust Holdings, LLC 0.34% Reduce -2.8% 588,917 $111.1M
Mitsubishi UFJ Trust & Banking Corp 0.25% Reduce -4.0% 583,980 $110.1M
AXA S.A. 0.33% Add +0.4% 583,424 $110.0M
Mackenzie Financial Corp. 0.15% Reduce -3.4% 583,342 $110.0M
Rockefeller Capital Management L.P. 0.29% Reduce -13.0% 574,899 $108.4M
Aberdeen Group plc 0.20% Reduce -0.7% 579,214 $107.4M
Bristol Gate Capital Partners Inc. 4.88% Add +0.2% 564,587 $106.5M
Retirement Systems of Alabama 0.39% Reduce -7.0% 554,037 $104.5M
D. E. Shaw & Co. 0.15% Add +142.8% 551,172 $103.9M
Wealth Enhancement Advisory Services, LLC 0.22% Add +0.0% 546,343 $103.0M
Pictet Asset Management Holding SA 0.11% Reduce -0.4% 542,746 $102.4M
Toronto Dominion Bank 0.18% Reduce -5.6% 537,973 $101.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% Reduce -27.9% 537,223 $101.3M
Capital Group Private Client Services, Inc. 0.91% Reduce -2.8% 509,229 $96.0M
Palestra Capital Management LLC 3.13% No change 503,737 $95.0M
Auto-Owners Insurance Co 2.32% No change 502,660 $94.8M
Public Employees Retirement System of Ohio 0.40% Reduce -0.8% 496,253 $93.6M
Caisse de depot et placement du Quebec 0.19% Reduce -14.6% 496,190 $93.6M
DekaBank Deutsche Girozentrale 0.17% Reduce -2.1% 508,277 $93.0M
Slate Path Capital LP 1.55% Reduce -9.0% 489,300 $92.3M
Huntington National Bank 0.88% Add +7.3% 485,225 $91.5M
Danske Bank A/S 0.30% Add +4.9% 477,759 $90.1M
Royal London Asset Management Ltd. 0.22% Add +4.0% 476,845 $89.9M
Treasurer of the State of North Carolina 0.36% Add +0.4% 475,945 $89.8M
State of Tennessee, Department of Treasury 0.31% Add +1.0% 474,099 $89.4M
Qube Research & Technologies Ltd 0.16% Add +599.5% 470,746 $88.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.25% Add +4.8% 438,780 $82.7M
HighTower Advisors, LLC 0.12% Add +16.2% 437,748 $82.7M
GMO 0.26% Reduce -76.0% 435,953 $82.2M
Man Group plc 0.24% Add +30.8% 434,344 $81.9M
Asset Management One Co., Ltd. 0.29% Add +0.8% 433,111 $81.7M
Capital International, Inc. 0.99% Reduce -0.5% 417,148 $78.7M
Fifth Third Bancorp 0.28% Add +17.3% 411,541 $77.6M
Danica Pension, Livsforsikringsaktieselskab 1.50% No change 410,157 $77.3M
Acadian Asset Management LLC 0.24% Reduce -23.2% 409,336 $77.2M
State of New Jersey Common Pension Fund D 0.31% Add +0.4% 404,485 $76.3M
Commonwealth Equity Services, LLC 0.12% Add +13.0% 404,294 $76.2M
Carmignac Gestion 1.27% Reduce -37.9% 403,425 $76.1M
Russell Investments Group, Ltd. 0.11% Add +21.5% 399,511 $75.0M
Renaissance Technologies 0.11% New 397,411 $74.9M
SRB Corp. 4.19% No change 396,579 $74.8M
Teacher Retirement System of Texas 0.35% Add +31.0% 394,976 $74.5M
STRS Ohio 0.28% Reduce -1.5% 388,890 $73.3M
Nomura Asset Management Co. Ltd. 0.22% Add +8.2% 381,414 $71.9M
Clark Capital Management Group, Inc. 0.49% Add +1.2% 377,322 $71.2M
Calamos Advisors LLC 0.48% Add +11.4% 366,238 $69.1M
Gabelli Funds LLC 0.48% Add +5.4% 350,279 $66.1M
Victory Capital Management Inc. 0.06% Reduce -5.6% 347,892 $65.6M
Public Sector Pension Investment Board 0.35% Add +719.9% 345,886 $65.2M
Resona Asset Management Co.,Ltd. 0.38% Reduce -1.4% 344,163 $64.8M
Permian Investment Partners, LP 9.20% Reduce -27.4% 332,691 $62.7M
Sandhill Capital Partners LLC 4.41% Add +20.2% 328,022 $61.9M
US Bancorp \de 0.08% Add +0.5% 319,713 $60.3M
Cerity Partners LLC 0.13% Add +22.4% 319,518 $60.3M
Forsta Ap-Fonden 0.46% Add +7.5% 318,125 $60.0M
Raymond James Financial Services Advisors, Inc. 0.08% Reduce -3.6% 314,743 $59.4M
Arizona State Retirement System 0.37% Reduce -1.0% 313,850 $59.2M
Certuity, LLC 6.29% Add +0.2% 308,914 $58.3M
Holocene Advisors, LP 0.23% Reduce -60.2% 304,371 $57.4M
Alkeon Capital Management LLC 0.31% No change 300,000 $56.6M
State of Michigan Retirement System 0.28% Reduce -1.5% 295,261 $55.7M
MetLife Investment Management, LLC 0.32% Reduce -3.3% 292,687 $55.2M
DNB Asset Management AS 0.25% Reduce -23.5% 289,381 $54.6M
Grandfield & Dodd, LLC 3.07% Reduce -0.3% 274,816 $51.8M
Osaic Holdings, Inc. 0.12% Reduce -4.9% 272,164 $51.3M
Assetmark, Inc. 0.15% Add +2.9% 272,051 $51.3M
Cetera Investment Advisers 0.11% Add +7.8% 269,368 $50.8M
Citadel Advisors 0.05% Add +990.5% 265,840 $50.1M
QRG Capital Management, Inc. 0.54% Add +0.9% 264,489 $49.9M
Corebridge Financial, Inc. 0.27% Reduce -4.0% 264,177 $49.8M
Senator Investment Group LP 2.33% Add +18.2% 260,000 $49.0M
Nisa Investment Advisors, LLC 0.29% Add +13.3% 259,560 $49.0M
Canoe Financial LP 1.18% Reduce -55.9% 264,338 $49.0M
ING Groep NV 0.28% Reduce -58.4% 252,428 $47.6M
Henshaw Capital LLC 1.96% No change 248,000 $46.8M
First Trust Advisors LP 0.04% Reduce -5.8% 243,129 $45.8M
Lord, Abbett & Co. LLC 0.14% New 237,169 $44.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.28% Reduce -1.8% 236,044 $44.5M
Newbrook Capital Advisors LP 5.91% Add +3.9% 232,638 $43.9M
Temasek Holdings (Private) Ltd 0.17% Add +49.3% 228,907 $43.2M
Corient Private Wealth LP 0.07% Reduce -9.8% 228,749 $43.1M
Amalgamated Bank 0.35% Add +2.2% 228,379 $43.1M
Bank of Nova Scotia 0.09% Add +27.2% 227,416 $42.9M
Macquarie Group Ltd. 0.05% Add +129.7% 226,719 $42.8M
Rafferty Asset Management, LLC 0.14% Reduce -1.9% 223,296 $42.1M
Truist Financial Corp. 0.07% Add +0.8% 222,577 $42.0M
Susquehanna International Group, LLP 0.07% Reduce -17.5% 220,930 $41.7M
Czech National Bank 0.42% Add +5.9% 220,885 $41.7M
Mariner, LLC 0.07% Add +0.5% 218,938 $41.3M
Zeno Equity Partners LLP 11.57% Reduce -29.1% 218,505 $41.3M
Comerica Bank 0.16% Add +1.4% 218,517 $41.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.42% — 217,865 $41.1M
Gateway Investment Advisers LLC 0.45% Reduce -0.7% 216,275 $40.8M
IFM Investors Pty Ltd 0.39% Reduce -0.4% 216,008 $40.7M
Nippon Life Global Investors Americas, Inc. 1.72% Reduce -9.4% 212,620 $40.1M
M&T Bank Corp 0.13% Reduce -0.9% 211,795 $39.9M
Kingsview Wealth Management, LLC 0.84% Add +11.8% 210,792 $39.8M
Silvant Capital Management LLC 1.73% Add +56.5% 208,588 $39.4M
Bridgewater Associates 0.22% Reduce -4.4% 205,615 $38.8M
Svenska Handelsbanken AB (publ) 19.52% New 205,270 $38.7M
Rathbones Group PLC 0.19% Reduce -0.1% 201,635 $38.0M
Montanova Capital, LLC 1.36% Reduce -2.1% 200,662 $37.8M
Great Lakes Advisors, LLC 0.31% Reduce -3.5% 199,079 $37.5M
American Century Companies Inc. 0.02% Add +6.0% 197,616 $37.3M
TD Waterhouse Canada Inc. 0.30% Add +8.3% 200,070 $37.2M
Aquatic Capital Management LLC 0.97% Add +353.3% 197,200 $37.2M
Creative Planning 0.04% Add +9.0% 196,581 $37.1M
Mercer Global Advisors Inc. 0.09% Add +6.4% 198,361 $37.0M
Capitolis Liquid Global Markets LLC 0.39% New 193,700 $36.5M
Cambridge Investment Research Advisors, Inc. 0.12% Add +7.5% 192,730 $36.3M
Cannell & Spears LLC 0.70% Add +0.1% 189,922 $35.8M
USS Investment Management Ltd 0.26% Add +19.4% 187,780 $35.4M
Varma Mutual Pension Insurance Co 0.28% Add +1.9% 203,908 $35.0M
DSM Capital Partners LLC 0.53% Add +17.1% 184,665 $34.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Reduce -12.8% 182,646 $34.4M
Blair William & Co. 0.10% Add +0.3% 182,519 $34.4M
Factory Mutual Insurance Co. 0.35% No change 181,067 $34.1M
Utah Retirement Systems 0.38% Add +0.3% 179,999 $33.9M
Van Eck Associates Corp. 0.04% Add +11.0% 184,956 $33.6M
Scopus Asset Management, L.P. 0.98% Add +8.8% 175,672 $33.1M
Xponance LLC 0.32% Add +3.3% 173,774 $32.8M
Intech Investment Management LLC 0.36% Reduce -22.1% 171,532 $32.3M
KBC Group NV 0.10% Add +96.9% 168,735 $31.8M
Gotham Asset Management 0.33% Add +206.7% 168,080 $31.7M
CapWealth Advisors, LLC 3.41% Reduce -0.1% 165,669 $31.2M
Meyer Handelman Co. 1.05% Reduce -2.6% 165,205 $31.2M
Epoch Investment Partners, Inc. 0.14% New 165,028 $31.1M
APG Asset Management N.V. 0.20% Reduce -84.4% 181,939 $30.7M
New York Life Investment Management LLC 0.30% Reduce -3.6% 161,928 $30.5M
O'shaughnessy Asset Management, LLC 0.27% Add +5.1% 157,452 $30.3M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +300.0% 160,001 $30.2M
CIBC Asset Management Inc 0.10% Add +7.5% 158,286 $29.8M
Capital International Sarl 0.76% Add +8.0% 157,132 $29.6M
LMR Partners LLP 0.83% Add +36.3% 156,238 $29.5M
ProShare Advisors LLC 0.07% Reduce -8.1% 152,722 $28.8M
First Manhattan Co. Llc. 0.08% Add +25.5% 150,989 $28.5M
Janney Montgomery Scott LLC 0.08% Reduce -3.5% 150,276 $28.3M
Yousif Capital Management, LLC 0.30% Reduce -2.4% 148,216 $28.0M
Cibc World Markets Corp. 0.20% Add +4.8% 147,768 $27.9M
Achmea Investment Management B.V. 0.46% Reduce -17.8% 146,610 $27.6M
Jane Street Group, LLC 0.04% Reduce -78.1% 146,036 $27.5M
State of Alaska, Department of Revenue 0.29% Reduce -9.9% 145,613 $27.5M
Sanctuary Advisors, LLC 0.17% Add +40.9% 149,131 $27.0M
Twinbeech Capital LP 0.51% Reduce -47.1% 141,996 $26.8M
Cwm, LLC 0.12% Add +17.4% 141,690 $26.7M
PEAK6 Investments LLC 1.32% Add +53.5% 140,186 $26.4M
Mutual of America Capital Management LLC 0.27% Reduce -3.4% 136,742 $25.8M
Night Owl Capital Management, LLC 3.53% Add +7.3% 136,732 $25.8M
Swedbank AB 0.03% Reduce -0.0% 136,561 $25.8M
Daiwa Securities Group Inc. 0.12% Add +14.4% 136,532 $25.7M
Nissay Asset Management Corp. /Japan 0.16% Reduce -0.7% 135,833 $25.6M
Allianz Asset Management GmbH 0.04% Reduce -2.5% 134,785 $25.4M
HRT Financial LP 0.12% New 132,004 $24.9M
MML Investors Services, LLC 0.09% Add +10.9% 130,001 $24.5M
Pelham Capital Ltd. 16.29% Add +209.6% 128,986 $24.3M
Candriam S.C.A. 0.14% Add +4.5% 127,783 $24.1M
Wealthfront Advisers LLC 0.07% Add +2.3% 126,851 $23.9M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +50.7% 128,254 $23.8M
MUFG Securities EMEA plc 0.97% Add +1.6% 126,000 $23.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.26% Add +3.2% 125,705 $23.7M
Credit Agricole S A 0.12% Reduce -42.1% 125,414 $23.7M
Los Angeles Capital Management LLC 0.09% Add +33.1% 123,988 $23.4M
Choreo, LLC 0.33% Add +220.4% 121,731 $22.7M
11 Capital Partners LP 9.30% Reduce -21.6% 118,327 $22.3M
Atika Capital Management LLC 2.32% Add +25.0% 115,000 $21.7M
Pathstone Holdings, LLC 0.10% Reduce -1.5% 113,629 $21.4M
Pinebridge Investments, L.P. 0.16% Add +77.8% 110,213 $20.8M
Ruffer LLP 0.64% Reduce -45.4% 106,982 $20.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +18.4% 106,654 $20.1M
CHURCHILL MANAGEMENT Corp 0.23% Add +1.9% 105,036 $19.8M
Tiaa Trust, National Association 0.06% Add +125.5% 104,417 $19.7M
Untitled Investments LP 4.33% No change 103,594 $19.5M
Granite Investment Partners, LLC 0.83% Reduce -1.3% 102,697 $19.4M
Baker Avenue Asset Management, LP 0.61% Reduce -9.0% 102,421 $19.3M
Pacer Advisors, Inc. 0.04% Reduce -11.2% 101,714 $19.2M
MAI Capital Management 0.18% Reduce -3.0% 101,540 $19.1M
Steward Partners Investment Advisory, LLC 0.18% Add +25.8% 101,208 $19.1M
CIBC Private Wealth Group LLC 0.03% Add +12.0% 101,035 $19.1M
Bradley Foster & Sargent Inc. 0.32% Add +101.7% 100,921 $19.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +49.4% 100,029 $18.9M
Vanguard Personalized Indexing Management, LLC 0.30% Add +14.4% 99,581 $18.8M
Edgar Lomax Co. 1.14% Reduce -1.5% 99,345 $18.7M
Squarepoint Ops LLC 0.06% Add +232.9% 98,744 $18.6M
Spectrum Financial Alliance Ltd LLC 6.65% Reduce -0.2% 98,521 $18.6M
Private Advisor Group, LLC 0.12% Add +1.7% 98,308 $18.5M
Saraza Management, LP 5.27% Reduce -14.2% 96,500 $18.2M
Mark Asset Management LP 2.23% Reduce -9.6% 95,839 $18.1M
ExodusPoint Capital Management, LP 0.19% New 95,451 $18.0M
Federation des caisses Desjardins du Quebec 0.09% Reduce -15.5% 95,363 $18.0M
Eagle Asset Management Inc. 0.09% Add +6.2% 96,832 $17.9M
PGGM Investments 0.23% Reduce -6.1% 94,880 $17.9M
Glenmede Trust Co. NA 0.08% Add +1.1% 93,751 $17.7M
Fort Washington Investment Advisors Inc. 0.11% Add +0.2% 93,287 $17.6M
Oregon Public Employees Retirement Fund 0.33% Reduce -1.3% 92,750 $17.5M
Focus Partners Wealth 0.06% Reduce -35.1% 92,206 $17.4M
Tempus Wealth Planning, LLC 6.31% Reduce -0.1% 91,298 $17.2M
Meiji Yasuda Life Insurance Co 0.31% Add +38.8% 89,374 $16.9M
Cibc World Market Inc. 0.04% Add +21.6% 88,216 $16.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.47% Add +2.9% 88,089 $16.6M
Gilder Gagnon Howe & Co. LLC 0.20% Add +57.5% 87,557 $16.5M
Sirios Capital Management L P 2.89% Reduce -41.0% 86,694 $16.3M
Makena Capital Management LLC 3.91% Reduce -25.5% 86,422 $16.3M
Gulf International Bank (UK) Ltd 0.42% Reduce -4.3% 85,870 $16.2M
GAMCO Investors 0.17% Reduce -0.6% 85,654 $16.2M
Bornite Capital Management LP 2.83% Add +13.3% 85,000 $16.0M
Capital International Ltd. 0.69% Add +2.3% 84,608 $16.0M
Nordea Investment Management AB 0.02% Reduce -22.4% 85,683 $15.9M
iA Global Asset Management Inc. 0.28% Add +3453.4% 83,861 $15.8M
Neville Rodie & Shaw Inc. 1.16% Add +0.2% 83,582 $15.8M
Trexquant Investment LP 0.20% Reduce -37.3% 82,916 $15.6M
Mediolanum International Funds Ltd 0.21% No change 83,458 $15.4M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -6.1% 81,502 $15.4M
NewEdge Advisors, LLC 0.10% Add +23.8% 81,137 $15.3M
Westend Capital Management, LLC 5.12% Add +52.8% 79,229 $14.9M
Hamilton Capital Partners Inc. 1.26% Reduce -5.9% 77,241 $14.6M
Thrivent Financial for Lutherans 0.03% Add +34.7% 76,795 $14.5M
Two Sigma Advisers, LP 0.03% Reduce -40.5% 76,313 $14.4M
Cresset Asset Management, LLC 0.06% Add +3.9% 75,809 $14.3M
Kentucky Retirement Systems 0.42% Reduce -8.4% 75,539 $14.2M
Commerzbank Aktiengesellschaft 0.37% Add +20.5% 74,638 $14.1M
AE Wealth Management LLC 0.13% Add +134.3% 73,290 $13.8M
Johnson Investment Counsel Inc. 0.13% Add +5.0% 72,391 $13.7M
Cynosure Group, LLC 1.96% Add +14.5% 71,370 $13.5M
Thames Capital Management LLC 4.15% No change 70,644 $13.3M
Tyro Capital Management LLC 6.84% Add +0.6% 70,607 $13.3M
Mizuho Securities USA LLC 0.28% Reduce -16.7% 70,312 $13.3M
Verition Fund Management LLC 0.10% Reduce -18.6% 68,445 $12.9M
Hartford Investment Management Co. 0.42% Reduce -2.7% 68,241 $12.9M
Jacobs Levy Equity Management, Inc. 0.05% Add +589.2% 68,026 $12.8M
Captrust Financial Advisors 0.04% Reduce -2.7% 67,244 $12.7M
Tidal Investments LLC 0.14% Add +33.2% 67,199 $12.7M
Quantinno Capital Management LP 0.16% Add +38.3% 66,626 $12.6M
Jump Financial, LLC 0.26% Add +203.1% 66,136 $12.5M
Oppenheimer & Co. Inc. 0.19% Add +72.5% 65,683 $12.4M
Zimmer Partners, LP 0.23% New 65,000 $12.3M
Unio Capital LLC 4.93% Reduce -1.3% 64,591 $12.2M
LBP Am SA 0.18% Reduce -5.1% 64,485 $12.2M
Caprock Group, LLC 0.44% Reduce -1.6% 64,265 $12.1M
Howland Capital Management LLC 0.53% Reduce -1.1% 64,255 $12.1M
Payden & Rygel 0.93% Add +0.5% 64,200 $12.1M
Capital Fund Management S.A. 0.13% Reduce -16.5% 62,976 $11.9M
Maryland State Retirement & Pension System 0.25% Reduce -26.2% 62,783 $11.8M
Bragg Financial Advisors, Inc 0.49% Add +0.5% 62,601 $11.8M
Exchange Traded Concepts, LLC 0.28% Add +8.3% 62,257 $11.7M
SG Americas Securities, LLC 0.05% Reduce -78.0% 62,218 $11.7M
Milestones Administradora de Recursos Ltda. 4.65% New 61,860 $11.7M
Marble Harbor Investment Counsel, LLC 1.27% Add +0.8% 61,513 $11.6M
Cullen/Frost Bankers, Inc. 0.16% Add +1.6% 61,383 $11.6M
Barometer Capital Management Inc. 3.33% New 61,255 $11.6M
Louisiana State Employees Retirement System 0.21% Reduce -1.4% 61,000 $11.5M
Fullerton Fund Management Co Ltd. 0.48% Reduce -9.6% 60,985 $11.5M
Wesbanco Bank Inc. 0.39% Add +6.4% 60,935 $11.5M
Eagle Capital Management LLC 0.04% Reduce -26.7% 60,648 $11.4M
Rakuten Investment Management, Inc. 0.07% Add +32.3% 61,629 $11.4M
Eisler Capital (US) LLC 2.10% New 60,307 $11.4M
TCTC Holdings, LLC 0.38% No change 60,025 $11.3M
Securian Asset Management, Inc. 0.33% Reduce -4.7% 59,971 $11.3M
Am Investment Strategies LLC 2.74% Reduce -0.4% 59,757 $11.3M
Envestnet Portfolio Solutions, Inc. 0.04% Add +2.0% 59,720 $11.3M
Banque Cantonale Vaudoise 0.46% Add +8.2% 58,997 $11.1M
Bessemer Group Inc. 0.02% Add +1.9% 58,737 $11.1M
Moore Capital Management, LP 0.35% Reduce -43.3% 58,137 $11.0M
Synovus Financial Corp. 0.13% Reduce -2.0% 57,790 $10.9M
Sapient Capital LLC 0.22% Add +2111.1% 57,578 $10.9M
Bluegrass Capital Partners LP 9.82% No change 57,000 $10.7M
Daiichi Life Insurance Co., Ltd. 0.27% Reduce -21.5% 55,852 $10.5M
Townsquare Capital LLC 0.13% Add +84.3% 55,601 $10.5M
Next Level Private LLC 4.26% Add +0.0% 55,154 $10.4M
NEOS Investment Management LLC 0.31% Add +27.0% 54,829 $10.3M
Metis Global Partners, LLC 0.32% Reduce -0.1% 54,515 $10.3M
Quadrature Capital Ltd 0.23% Add +510.0% 54,391 $10.3M
Petredis Investment Advisors LLC 1.08% Add +0.4% 54,032 $10.2M
Bayberry Capital Partners LP 3.43% Reduce -32.5% 54,000 $10.2M
Investment Management Corp of Ontario 0.23% Add +15.2% 54,000 $10.2M
Codex Capital Asset Management L.L.C. 4.50% No change 53,775 $10.1M
New Mexico Educational Retirement Board 0.34% Reduce -2.5% 53,477 $10.1M
Kestra Advisory Services, LLC 0.06% Add +2.6% 53,444 $10.1M
OneDigital Investment Advisors LLC 0.11% Add +66.0% 52,780 $10.0M
Albion Financial Group 0.69% Add +0.1% 52,731 $9.9M
American Assets Investment Management, LLC 0.87% No change 52,500 $9.9M
Sequoia Financial Advisors, LLC 0.11% Add +33.3% 52,347 $9.9M
Beacon Pointe Advisors, LLC 0.11% Reduce -10.2% 51,676 $9.7M
Cornerstone Advisors, LLC 0.38% Add +1.6% 50,500 $9.5M
Ieq Capital, LLC 0.12% Add +18.9% 50,368 $9.5M
Pragma Gestao DE Patrimonio Ltd. 4.88% New 50,000 $9.4M
Commerce Bank 0.06% Reduce -7.9% 49,763 $9.4M
Empowered Funds, LLC 0.15% Reduce -3.0% 49,545 $9.3M
Cinctive Capital Management LP 0.54% New 49,431 $9.3M
LGT Group Foundation 0.15% Add +173.5% 49,742 $9.3M
Peapack Gladstone Financial Corp. 0.13% Add +0.6% 48,843 $9.2M
UniSuper Management Pty Ltd 0.07% Reduce -0.1% 48,769 $9.2M
Belpointe Asset Management LLC 0.55% Add +5.5% 48,649 $9.2M
Park Avenue Securities LLC 0.10% Add +0.0% 48,069 $9.1M
Rockland Trust Co. 0.44% Reduce -4.6% 47,908 $9.0M
Graham Capital Management, L.P. 0.48% Add +646.8% 47,048 $8.9M
Orion Porfolio Solutions, LLC 0.09% Add +6.2% 47,033 $8.9M
Orion Portfolio Solutions, LLC 0.09% Add +6.2% 47,033 $8.9M
Keybank National Association 0.03% Add +5.3% 46,989 $8.9M
United Capital Financial Advisors, LLC 0.07% Reduce -2.4% 46,918 $8.8M
Welch & Forbes LLC 0.11% Reduce -5.9% 45,586 $8.6M
Norinchukin Bank, The 0.20% Add +16.6% 45,583 $8.6M
Anderson Hoagland & Co. 0.88% Reduce -8.3% 45,874 $8.6M
Raymond James Trust N.A. 0.19% Add +5.2% 45,355 $8.6M
Scholtz & Company, LLC 4.00% Add +2.6% 44,875 $8.5M
Transform Wealth, LLC 0.56% New 44,626 $8.4M
OMERS ADMINISTRATION Corp 0.08% Add +1.1% 44,591 $8.4M
Baxter Bros Inc. 1.09% Reduce -0.0% 44,393 $8.4M
Atria Wealth Solutions, Inc. 0.09% Reduce -5.4% 43,935 $8.3M
ZWJ Investment Counsel Inc. 0.34% No change 43,856 $8.3M
King Luther Capital Management Corp. 0.04% Reduce -0.1% 43,407 $8.2M
Mizuho Markets Americas LLC 0.20% Reduce -30.5% 43,069 $8.1M
Alerus Financial NA 0.58% Reduce -1.4% 42,197 $8.0M
Lido Advisors, LLC 0.06% Add +11.7% 41,901 $7.9M
S&co Inc. 0.52% Reduce -7.5% 41,858 $7.9M
Americana Partners, LLC 0.53% Add +4.4% 41,393 $7.8M
Crossmark Global Holdings, Inc. 0.14% Add +1.4% 41,115 $7.8M
Wilmington Savings Fund Society, FSB 0.14% Add +188.1% 41,004 $7.7M
Tandem Capital Management Corp. 4.02% Reduce -3.4% 40,527 $7.6M
Allianz SE 0.21% Reduce -22.5% 40,386 $7.6M
Alberta Investment Management Corp 0.07% Add +92.2% 39,200 $7.4M
Illinois Municipal Retirement Fund 0.11% Reduce -13.3% 39,150 $7.4M
Matthew Goff Investment Advisor, LLC 1.39% Reduce -0.9% 38,687 $7.3M
Savant Capital, LLC 0.06% Add +7.8% 38,514 $7.3M
Consolidated Capital Management, LLC 3.17% Reduce -0.3% 38,486 $7.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -69.2% 38,414 $7.2M
Gifford Fong Associates 1.81% No change 38,301 $7.2M
Richard Bernstein Advisors LLC 0.15% No change 38,154 $7.2M
Advisory Services Network, LLC 0.15% No change 45,181 $7.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +2.1% 38,106 $7.2M
Whittier Trust Co. of Nevada Inc. 0.18% Add +0.3% 37,734 $7.1M
HighPoint Advisor Group LLC 0.41% Add +1.8% 37,689 $7.1M
Empirical Finance, LLC 0.41% Add +2.2% 37,629 $7.1M
Hedges Asset Management LLC 4.68% Reduce -5.5% 37,525 $7.1M
NWK Group, Inc. 2.88% New 37,455 $7.1M
Estabrook Capital Management 1.05% Add +0.4% 37,416 $7.1M
Schaper Benz & Wise Investment Counsel Inc. 0.54% Add +4.0% 36,148 $6.8M
Engineers Gate Manager LP 0.13% Reduce -40.4% 36,140 $6.8M
Avantax Advisory Services, Inc. 0.04% Add +21.8% 36,088 $6.8M
B. Metzler seel. Sohn & Co. Holding AG 0.07% — 35,990 $6.8M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -6.3% 35,990 $6.8M
Weiss Asset Management LP 0.25% New 35,703 $6.7M
D.A. Davidson & Co. 0.06% Add +2.6% 35,280 $6.7M
Prime Capital Investment Advisors, LLC 0.09% Add +0.2% 35,225 $6.6M
Morgens Waterfall Vintiadis & Co. Inc. 5.11% No change 35,000 $6.6M
Mgo One Seven LLC 0.28% Add +28.9% 34,845 $6.6M
Mathes Company, Inc. 2.33% Add +0.1% 34,727 $6.5M
SeaTown Holdings Pte. Ltd. 4.83% Reduce -35.8% 34,708 $6.5M
Inlet Private Wealth, LLC 1.66% No change 34,671 $6.5M
Oliver Luxxe Assets LLC 1.16% Add +16.0% 34,468 $6.5M
SOL Capital Management CO 0.72% Reduce -1.4% 34,430 $6.5M
Northwestern Mutual Investment Management Company, LLC 0.15% Reduce -1.4% 34,366 $6.5M
Regions Financial Corp. 0.05% Add +5.2% 33,826 $6.4M
Pictet North America Advisors SA 0.63% Add +18.0% 33,674 $6.4M
Westpac Banking Corp. 0.42% Add +70.8% 33,596 $6.3M
&partners 0.12% Add +135.6% 33,523 $6.3M
Financial Counselors Inc. 0.09% Reduce -0.8% 33,203 $6.3M
Windmill Hill Asset Management Ltd 3.31% Reduce -7.5% 32,879 $6.2M
Vident Advisory, LLC 0.15% Add +18.0% 32,606 $6.1M
Cohen Klingenstein LLC 0.21% No change 32,589 $6.1M
Passumpsic Savings Bank 4.01% Reduce -4.3% 32,366 $6.1M
Titan Global Capital Management USA LLC 0.95% Reduce -6.1% 32,188 $6.1M
Kentucky Retirement Systems Insurance Trust Fund 0.42% Reduce -9.1% 32,104 $6.1M
Kingswood Wealth Advisors, LLC 0.43% Reduce -14.8% 31,975 $6.0M
Integrated Wealth Concepts LLC 0.07% Reduce -1.7% 31,876 $6.0M
Williams Jones Wealth Management, LLC. 0.07% Add +0.7% 31,547 $5.9M
Tokio Marine Asset Management Co. Ltd. 0.26% Add +4.1% 31,352 $5.9M
Stonegate Investment Group, LLC 0.16% Reduce -0.3% 31,290 $5.9M
Bleakley Financial Group, LLC 0.18% Reduce -0.1% 31,051 $5.9M
Jefferies Financial Group Inc. 0.10% Reduce -58.6% 30,917 $5.8M
Brevan Howard Capital Management LP 0.29% New 30,861 $5.8M
Badgley Phelps Wealth Managers, LLC 0.14% Add +12.2% 30,810 $5.8M
Assenagon Asset Management S.A. 0.01% Add +0.7% 30,671 $5.8M
Stephens Inc. 0.08% Add +5.7% 30,587 $5.8M
Peregrine Asset Advisers, Inc. 1.96% Add +75.8% 30,205 $5.7M
Plato Investment Management Ltd 0.46% Add +0.6% 29,985 $5.6M
Guggenheim Capital LLC 0.04% Add +23.7% 29,884 $5.6M
Souders Financial Advisors 0.78% Add +39.4% 29,705 $5.6M
WINTON GROUP Ltd 0.39% Reduce -6.3% 29,517 $5.6M
J.P. Marvel Investment Advisors, LLC 0.91% Reduce -0.3% 29,471 $5.6M
CMG Global Holdings, LLC 3.13% Add +0.1% 29,406 $5.5M
Silvercrest Asset Management Group LLC 0.04% Reduce -0.1% 29,322 $5.5M
Siemens Fonds Invest GmbH 0.44% Reduce -25.0% 29,159 $5.5M
Clifford Swan Investment Counsel LLC 0.19% Reduce -17.0% 28,946 $5.5M
EP Wealth Advisors, LLC 0.05% Add +49.6% 28,891 $5.4M
Twin Capital Management Inc. 0.61% Reduce -1.1% 28,687 $5.4M
Lathrop Investment Management Co. 1.00% Add +1.0% 28,473 $5.4M
Clearstead Advisors, LLC 0.08% Add +40.5% 28,274 $5.3M
D L Carlson Investment Group Inc. 0.96% Reduce -0.1% 28,231 $5.3M
Soltis Investment Advisors LLC 0.52% Add +269.8% 28,201 $5.3M
First Trust Direct Indexing L.P. 0.28% Add +58.5% 28,189 $5.3M
Concentric Capital Strategies, LP 0.33% Reduce -29.0% 28,149 $5.3M
Trustco Bank Corp. N Y 5.32% Reduce -0.3% 28,077 $5.3M
Bridge Creek Capital Management LLC 1.59% Reduce -2.1% 28,000 $5.3M
Radnor Capital Management, LLC 0.78% New 27,879 $5.3M
Graybill Wealth Management, LTD. 1.94% Reduce -1.0% 27,777 $5.2M
Walleye Capital LLC 0.06% Add +37.1% 27,755 $5.2M
Prospera Financial Services Inc 0.13% Add +10.4% 27,571 $5.2M
DAVENPORT & Co LLC 0.03% Add +2.0% 27,553 $5.2M
Private Advisory Group LLC 0.65% Add +15.2% 27,360 $5.2M
Chapin Davis, Inc. 1.67% Reduce -12.8% 27,345 $5.2M
Larson Financial Group LLC 0.29% Add +5.9% 27,232 $5.1M
First Citizens Bank & Trust Co. 0.11% Reduce -0.0% 27,187 $5.1M
Pinnbrook Capital Management LP 1.54% Reduce -62.8% 27,018 $5.1M
Hoey Investments, Inc. 0.96% No change 31,611 $5.0M
Left Brain Wealth Management, LLC 2.31% Add +0.8% 26,338 $5.0M
Merit Financial Group, LLC 0.11% Reduce -4.9% 26,129 $4.9M
PFG Investments, LLC 0.32% Add +6.3% 26,073 $4.9M
True North Advisors, LLC 1.28% Add +142.6% 25,972 $4.9M
Harvest Fund Management Co., Ltd 0.29% Add +51.2% 25,743 $4.9M
United Services Automobile Association 0.12% Reduce -17.9% 25,733 $4.9M
Greenwood Capital Associates LLC 0.63% Reduce -3.5% 25,542 $4.8M
Jones Financial Companies LLLP 0.00% Add +144.8% 25,771 $4.8M
Thompson Investment Management, Inc. 0.69% Reduce -0.8% 25,465 $4.8M
Compound Planning, Inc. 0.30% Reduce -9.1% 25,332 $4.8M
Moody LYNN Lieberson & Walker, LLC 0.29% No change 25,328 $4.8M
Meiji Yasuda Asset Management Co Ltd. 0.18% Add +15.6% 24,797 $4.7M
Otter Creek Advisors, LLC 2.96% Reduce -16.7% 24,734 $4.7M
Lombard Odier Asset Management (Switzerland) SA 0.39% New 24,470 $4.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.25% Add +93.8% 24,432 $4.6M
Norden Group LLC 0.54% Add +1433.1% 24,437 $4.6M
Bouvel Investment Partners, LLC 1.73% Add +0.4% 24,381 $4.6M
Nichols & Pratt Advisers LLP 0.30% Reduce -0.2% 24,358 $4.6M
Candelo Capital Management LP 2.92% Reduce -43.8% 24,032 $4.5M
Essex Financial Services, Inc. 0.32% Reduce -4.9% 25,561 $4.5M
Greenleaf Trust 0.04% Add +0.2% 23,924 $4.5M
Chatham Capital Group, Inc. 0.73% Reduce -0.3% 23,798 $4.5M
Prio Wealth Limited Partnership 0.13% Reduce -0.1% 23,589 $4.4M
Compagnie Lombard Odier SCmA 0.07% No change 23,440 $4.4M
Atria Investments, Inc 0.05% Add +15.7% 23,407 $4.4M
Parthenon LLC 0.52% Reduce -0.2% 23,189 $4.4M
Berkshire Asset Management LLC 0.22% No change 27,395 $4.4M
Synergy Asset Management, LLC 0.66% Add +183.0% 23,060 $4.3M
CENTRAL TRUST Co 0.10% Reduce -2.4% 23,047 $4.3M
CreativeOne Wealth, LLC 0.15% Add +15.4% 22,994 $4.3M
Equitable Trust Co. 0.28% Reduce -20.2% 22,977 $4.3M
Phoenix Financial Ltd. 0.06% Add +6.9% 22,953 $4.3M
Rwa Wealth Partners, LLC 0.05% Reduce -1.1% 22,948 $4.3M
Independent Advisor Alliance 0.16% Add +23.2% 22,943 $4.3M
Heritage Investors Management Corp. 0.14% Reduce -0.8% 22,916 $4.3M
Nomura Holdings Inc. 0.03% Reduce -39.7% 22,848 $4.3M
Chiron Investment Management, LLC 1.51% New 22,742 $4.3M
YHB Investment Advisors, Inc. 0.35% Add +0.1% 22,533 $4.2M
HM Payson & Co. 0.07% Reduce -0.8% 22,491 $4.2M
Smithfield Trust Co 0.21% Add +44.4% 22,462 $4.2M
Slagle Financial, LLC 1.88% Add +9.5% 22,462 $4.2M
Northwest Investment Counselors, LLC 0.95% Reduce -0.6% 22,298 $4.2M
Onex Canada Asset Management Inc. 0.49% Add +3.2% 22,288 $4.2M
Daymark Wealth Partners, LLC 0.18% Add +2.1% 22,173 $4.2M
Tower Research Capital LLC (TRC) 0.11% Reduce -52.5% 22,158 $4.2M
Lazard Asset Management LLC 0.01% Reduce -5.9% 22,101 $4.2M
AIA Group Ltd 0.11% Add +0.1% 22,081 $4.2M
Allworth Financial LP 0.03% Reduce -51.4% 21,909 $4.1M
Cookson Peirce & Co. Inc. 0.19% Add +4.0% 21,860 $4.1M
Kestra Private Wealth Services, LLC 0.07% Reduce -34.3% 21,691 $4.1M
Cavalier Investments, LLC 1.25% Add +6.5% 21,577 $4.1M
Verdence Capital Advisors LLC 0.32% Reduce -4.3% 21,538 $4.1M
GAMMA Investing LLC 0.40% Add +26.4% 21,489 $4.1M
Meeder Advisory Services, Inc. 0.26% Reduce -2.4% 21,466 $4.0M
Ballentine Partners, LLC 0.07% Add +23.7% 21,398 $4.0M
Equitable Holdings, Inc. 0.04% Add +12.5% 21,370 $4.0M
Vestcor Inc 0.13% No change 21,346 $4.0M
Essex LLC 0.82% Reduce -1.0% 21,219 $4.0M
Ritholtz Wealth Management 0.12% Add +5.1% 21,196 $4.0M
Harbor Capital Advisors, Inc. 0.17% Add +0.5% 21,185 $4.0M
Fiduciary Trust Co 0.06% Reduce -0.0% 21,116 $4.0M
Diversified Trust Co. 0.10% Add +1.0% 20,960 $4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.59% Reduce -1.9% 20,772 $3.9M
Concurrent Investment Advisors, LLC 0.12% Reduce -77.2% 21,411 $3.9M
Global Retirement Partners, LLC 0.12% Add +9.1% 20,574 $3.9M
Trivant Custom Portfolio Group, LLC 2.24% Reduce -0.2% 20,572 $3.9M
TD Private Client Wealth LLC 0.11% Add +38.9% 20,563 $3.9M
Coldstream Capital Management Inc. 0.08% Add +14.7% 20,580 $3.9M
Apollon Wealth Management, LLC 0.11% Add +6.1% 20,513 $3.9M
Shell Asset Management Co. 0.17% — 20,496 $3.9M
B. Riley Wealth Advisors, Inc. 0.11% Add +6.1% 20,655 $3.9M
Griffin Asset Management, Inc. 0.43% Reduce -0.5% 20,372 $3.8M
HB Wealth Management, LLC 0.04% Add +9.2% 20,354 $3.8M
St. Louis Financial Planners Asset Management, LLC 3.04% Reduce -22.7% 20,462 $3.8M
Independent Financial Group, LLC 0.14% Reduce -4.5% 20,262 $3.8M
Florida Trust Wealth Management Co 0.12% Add +25.9% 20,098 $3.8M
Principle Wealth Partners LLC 0.27% No change 20,041 $3.8M
Vinva Investment Management Ltd 0.16% Add +218.2% 20,366 $3.8M
Pine Valley Investments Ltd Liability Co 0.26% Reduce -0.7% 19,866 $3.7M
Uncommon Cents Investing LLC 1.05% Reduce -0.6% 19,832 $3.7M
Krilogy Financial LLC 0.26% Add +3.6% 19,753 $3.7M
Pavion Blue Capital, LLC 1.73% Reduce -0.3% 19,668 $3.7M
Wealthspire Advisors, LLC 0.04% Add +5.5% 19,583 $3.7M
White Pine Capital LLC 1.26% Add +0.5% 19,559 $3.7M
Frank, Rimerman Advisors LLC 0.26% Reduce -13.3% 19,556 $3.7M
Compton Wealth Advisory Group, LLC 0.93% No change 19,520 $3.7M
Farther Finance Advisors, LLC 0.14% Reduce -8.5% 19,483 $3.7M
Laird Norton Wetherby Wealth Management, LLC 0.17% Reduce -3.3% 19,458 $3.7M
Legacy Private Trust Co. 0.25% Add +330.2% 19,454 $3.7M
Scotia Capital Inc. 0.02% Add +8.7% 19,431 $3.7M
Mill Capital Management, LLC 0.29% Reduce -0.2% 19,428 $3.7M
V-Square Quantitative Management LLC 0.54% Add +14.7% 19,364 $3.7M
Stratos Wealth Partners, LTD. 0.05% Add +7.6% 19,310 $3.6M
Signaturefd, LLC 0.07% Add +1.9% 19,234 $3.6M
First Hawaiian Bank 0.12% Reduce -2.9% 19,212 $3.6M
Xcel Wealth Management, LLC 1.06% Reduce -0.4% 19,104 $3.6M
PCJ Investment Counsel Ltd. 1.14% Add +12.3% 19,090 $3.6M
Chicago Capital, LLC 0.10% Add +2.3% 19,071 $3.6M
Brookstone Capital Management 0.05% Add +13.6% 18,927 $3.6M
Dynamic Advisor Solutions LLC 0.11% Reduce -0.3% 18,839 $3.6M
GYL Financial Synergies, LLC 0.27% Add +0.5% 18,833 $3.6M
Portfolio Design Labs, LLC 0.99% Add +10.8% 18,718 $3.5M
Advisors Asset Management, Inc. 0.06% Add +29.8% 18,706 $3.5M
Morse Asset Management, Inc 0.77% Add +30.2% 18,616 $3.5M
Woodard & Co. Asset Management Group Inc. 0.79% Add +5.3% 18,535 $3.5M
Summit Place Financial Advisors, LLC 1.95% Reduce -7.9% 18,526 $3.5M
IFP Advisors, Inc 0.13% Add +10.0% 18,449 $3.5M
Highland Capital Management, LLC 0.20% Add +88.7% 18,443 $3.5M
WD Rutherford LLC 1.69% Add +50.4% 18,361 $3.5M
Mather Group, Llc. 0.04% Add +4.8% 18,289 $3.4M
Chartwell Investment Partners, LLC 0.12% Add +4.4% 18,247 $3.4M
Ascent Group, LLC 0.26% Add +6.5% 18,111 $3.4M
Cladis Investment Advisory, LLC 2.36% Reduce -10.8% 18,084 $3.4M
Virtu Financial LLC 0.19% New 18,032 $3.4M
Sigma Planning Corp 0.10% Add +7.8% 17,965 $3.4M
Advisors Management Group Inc. 0.80% Reduce -0.8% 17,939 $3.4M
Valeo Financial Advisors, LLC 0.10% Reduce -0.9% 17,759 $3.3M
Capital Group Investment Management Pte. LTD. 0.66% Add +1.6% 17,260 $3.3M
Belvedere Trading LLC 0.19% Reduce -23.0% 17,230 $3.2M
Horizon Investments, LLC 0.09% Add +11.8% 17,090 $3.2M
Roman Butler Fullerton & Co. 0.97% Add +10.2% 16,875 $3.2M
NJ State Employees Deferred Compensation Plan 0.38% No change 17,028 $3.2M
Intrinsic Value Partners, LLC 3.20% Reduce -0.8% 16,942 $3.2M
Swiss Life Asset Management Ltd 0.04% Reduce -32.2% 16,887 $3.2M
International Assets Investment Management, LLC 0.26% Add +12.3% 16,827 $3.2M
Woodstock Corp. 0.31% Reduce -0.1% 16,820 $3.2M
Sippican Capital Advisors 2.21% Add +0.5% 16,812 $3.2M
Parallel Advisors, LLC 0.07% Add +3.0% 16,704 $3.2M
American Money Management, LLC 0.63% Add +32.8% 16,643 $3.1M
Rothschild Investment LLC 0.20% Add +128.8% 16,539 $3.1M
KP Management LLC 1.10% No change 16,500 $3.1M
Guyasuta Investment Advisors Inc. 0.19% Reduce -2.3% 16,470 $3.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +0.3% 16,292 $3.1M
ClariVest Asset Management LLC 0.31% No change 19,270 $3.1M
Gladstone Institutional Advisory LLC 0.15% Add +59.7% 16,148 $3.0M
Viewpoint Capital Management LLC 1.69% Add +0.1% 16,339 $3.0M
Terra Nova Asset Management LLC 2.24% Add +2.0% 15,994 $3.0M
AdvisorNet Financial, Inc 0.22% Add +4.1% 15,940 $3.0M
SFE Investment Counsel 0.62% Reduce -3.0% 15,860 $3.0M
Wedmont Private Capital 0.17% Add +5.0% 16,021 $3.0M
IMS Capital Management 1.34% No change 15,762 $3.0M
Good Life Advisors, LLC 0.18% Add +111.0% 15,736 $3.0M
Choate Investment Advisors 0.08% Reduce -2.3% 15,699 $3.0M
Vontobel Holding Ltd. 0.01% Add +5.5% 15,664 $3.0M
SFG Wealth Management, LLC. 1.56% Reduce -0.6% 15,636 $2.9M
Moors & Cabot, Inc. 0.15% Reduce -3.5% 15,634 $2.9M
Platform Technology Partners 0.92% Reduce -1.9% 15,585 $2.9M
SeaCrest Wealth Management, LLC 0.32% Reduce -3.1% 15,581 $2.9M
HBK Sorce Advisory LLC 0.09% Reduce -3.1% 15,460 $2.9M
Benjamin Edwards Inc. 0.04% Add +1025.1% 15,403 $2.9M
Andrew Hill Investment Advisors, Inc. 2.17% Reduce -0.5% 15,378 $2.9M
Versant Capital Management, Inc 0.66% Add +1.8% 15,352 $2.9M
Precision Wealth Strategies, LLC 2.68% Add +27.3% 15,324 $2.9M
Copperwynd Financial, LLC 0.87% Add +6.3% 15,321 $2.9M
Strategic Advocates LLC 1.03% New 15,196 $2.9M
Beese Fulmer Investment Management, Inc. 0.25% Reduce -2.9% 15,170 $2.9M
Iat Reinsurance Co. LTD. 0.72% No change 15,125 $2.9M
SS&H Financial Advisors, Inc. 1.04% No change 15,084 $2.8M
South Dakota Investment Council 0.06% No change 14,909 $2.8M
Brown Brothers Harriman & Co. 0.02% Reduce -1.0% 14,910 $2.8M
Schechter Investment Advisors, LLC 0.21% Reduce -3.4% 14,905 $2.8M
Investment Research & Advisory Group, Inc. 1.19% Add +3.6% 14,893 $2.8M
Bard Financial Services, Inc. 0.33% Reduce -15.9% 14,795 $2.8M
Massachusetts Wealth Management 1.75% Add +0.9% 14,732 $2.8M
Sargent Investment Group, LLC 0.50% Reduce -5.4% 14,627 $2.8M
Western Financial Corp 1.55% Add +13.0% 14,527 $2.7M
Fifth Third Wealth Advisors LLC 0.17% Add +81.1% 14,504 $2.7M
Wealthcare Advisory Partners LLC 0.08% Add +6.5% 14,453 $2.7M
Canandaigua National Bank & Trust Co. 0.26% Reduce -0.7% 14,356 $2.7M
Princeton Capital Management LLC 0.85% Add +5.0% 14,315 $2.7M
Centiva Capital, LP 0.12% Add +1835.1% 14,281 $2.7M
Long Road Investment Counsel, LLC 1.06% No change 14,105 $2.7M
Quadrant Capital Group LLC 0.18% Add +1.0% 14,073 $2.7M
Bartlett & Co. Wealth Management LLC 0.04% Add +1.5% 14,042 $2.7M
John G Ullman & Associates Inc. 0.38% Reduce -18.2% 14,049 $2.6M
Westwood Holdings Group Inc. 0.02% No change 14,012 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -0.2% 13,902 $2.6M
Perpetual Ltd 0.03% Add +1.0% 13,880 $2.6M
Perigon Wealth Management, LLC 0.07% Reduce -11.8% 13,792 $2.6M
Summit Trail Advisors, LLC 0.06% Add +6.4% 13,771 $2.6M
DRW Securities, LLC 0.14% Add +480.0% 14,054 $2.6M
World Investment Advisors 0.08% Add +60.7% 13,662 $2.6M
Chicago Partners Investment Group LLC 0.09% Reduce -1.0% 14,154 $2.6M
Ameritas Investment Partners, Inc. 0.08% Add +4.9% 13,634 $2.6M
Moneta Group Investment Advisors LLC 0.04% Add +1.7% 13,586 $2.6M
Premier Path Wealth Partners, LLC 0.40% Add +0.7% 13,542 $2.6M
Family Legacy, Inc. 0.85% Add +3.5% 13,510 $2.5M
Crown Oak Advisors, LLC 1.41% No change 13,477 $2.5M
BigSur Wealth Management LLC 0.70% Reduce -0.2% 13,387 $2.5M
Jaffetilchin Investment Partners, LLC 0.19% Add +14.8% 13,398 $2.5M
Wedbush Securities Inc. 0.09% Reduce -20.2% 13,358 $2.5M
Pinnacle Associates Ltd. 0.04% Reduce -0.3% 19,627 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.5% 13,936 $2.5M
Profund Advisors LLC 0.09% Reduce -24.8% 13,267 $2.5M
Quadrant Private Wealth Management, LLC 0.62% Add +0.2% 13,231 $2.5M
NorthRock Partners, LLC 0.08% Add +1.9% 13,223 $2.5M
Sterling Capital Management LLC 0.03% — 13,108 $2.5M
FOCUS Wealth Advisors, LLC 1.23% Reduce -1.8% 13,060 $2.5M
Plimoth Trust Co. LLC 0.62% Add +2.0% 13,058 $2.5M
Forum Financial Management, LP 0.04% Add +4.4% 12,955 $2.4M
Value Partners Investments Inc. 0.20% Add +5.9% 12,892 $2.4M
Crestwood Advisors Group, LLC 0.05% Add +19.5% 12,905 $2.4M
Beck Capital Management, LLC 0.65% Reduce -30.4% 12,897 $2.4M
Herbst Group, LLC 1.50% New 12,870 $2.4M
Community Bank of Raymore 1.82% Reduce -5.9% 12,770 $2.4M
Kimelman & Baird, LLC 0.19% No change 12,749 $2.4M
Mission Wealth Management, LP 0.06% Reduce -2.7% 12,731 $2.4M
Western Wealth Management, LLC 0.14% Add +5.0% 12,721 $2.4M
Haverford Trust Co 0.02% Add +0.2% 12,712 $2.4M
Qtron Investments LLC 0.33% Add +4.6% 12,669 $2.4M
Chesley Taft & Associates LLC 0.11% Add +0.1% 12,585 $2.4M
Patten & Patten Inc. 0.16% Reduce -1.1% 12,520 $2.4M
Armstrong Henry H Associates Inc. 0.23% Reduce -0.8% 12,506 $2.4M
Axxcess Wealth Management, LLC 0.06% Add +41.9% 12,443 $2.3M
Calamos Wealth Management LLC 0.12% Add +18.3% 12,426 $2.3M
Weinberger Asset Management, Inc 0.99% Reduce -2.6% 12,365 $2.3M
Moody National Bank Trust Division 0.25% Add +0.0% 12,311 $2.3M
Busey Bank 0.08% Reduce -1.6% 12,286 $2.3M
SkyView Investment Advisors, LLC 0.38% Add +1.9% 12,240 $2.3M
E Fund Management Co., Ltd. 0.12% Add +416.4% 12,234 $2.3M
Meridian Investment Counsel Inc. 0.69% Add +3.8% 12,175 $2.3M
CHICAGO TRUST Co NA 0.41% Add +2.3% 12,168 $2.3M
Leonteq Securities AG 0.27% Add +76.5% 12,163 $2.3M
Plancorp, LLC 0.09% Add +0.1% 12,140 $2.3M
Ethic Inc. 0.06% Reduce -15.0% 13,023 $2.3M
Dorsey Wright & Associates 0.54% Reduce -1.0% 12,110 $2.3M
Modera Wealth Management, LLC 0.03% Add +8.1% 12,097 $2.3M
Jamison Private Wealth Management, Inc. 0.35% Add +5.4% 12,059 $2.3M
Advent Capital Management 3.85% No change 12,000 $2.3M
Marks Group Wealth Management, Inc 0.21% Add +221.5% 11,933 $2.3M
Vise Technologies, Inc. 0.29% Add +136.0% 11,880 $2.2M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -1.0% 11,763 $2.2M
Melfa Wealth Management, Inc. 1.46% Reduce -0.8% 11,747 $2.2M
Investors Asset Management of Georgia Inc. /Ga/ 1.04% Reduce -0.0% 11,761 $2.2M
Aptus Capital Advisors, LLC 0.03% Add +14.9% 11,707 $2.2M
Mutual Advisors, LLC 0.06% Reduce -0.3% 12,248 $2.2M
Ossiam 0.04% Add +127.8% 11,609 $2.2M
IHT Wealth Management, LLC 0.06% Add +5.8% 11,610 $2.2M
GTS Securities LLC 0.04% Reduce -38.5% 11,581 $2.2M
Nwam LLC 0.13% New 11,578 $2.2M
CoreCap Advisors, LLC 0.10% New 11,560 $2.2M
Arcus Capital Partners, LLC 0.79% Reduce -3.0% 11,545 $2.2M
Glenview Trust Co 0.04% Add +7.3% 11,536 $2.2M
Slocum, Gordon & Co LLP 0.87% Add +5.1% 11,520 $2.2M
Blue Trust, Inc. 0.03% Add +66.2% 13,643 $2.2M
Hudson Canyon Capital Management 1.40% New 11,500 $2.2M
Guardian Investment Management 1.86% Reduce -64.6% 11,455 $2.2M
Flputnam Investment Management Co. 0.04% Reduce -9.3% 10,650 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -5.0% 11,403 $2.2M
Atom Investors LP 0.22% Add +103.2% 11,340 $2.1M
Sciencast Management LP 0.63% New 11,330 $2.1M
Anchor Investment Management, LLC 0.20% Add +45.1% 11,320 $2.1M
Lakeside Advisors, INC. 1.34% Reduce -1.3% 11,315 $2.1M
Consilium Wealth Advisory, LLC 1.16% Add +4.0% 11,307 $2.1M
Supplemental Annuity Collective Trust of NJ 0.63% No change 11,250 $2.1M
Cigna Investments Inc. 0.38% Reduce -1.4% 11,236 $2.1M
Institute for Wealth Management, LLC. 0.26% Reduce -0.9% 11,119 $2.1M
Fisher Asset Management 0.00% Reduce -14.7% 11,087 $2.1M
Concourse Financial Group Securities, Inc. 0.12% Reduce -2.3% 11,034 $2.1M
Burford Brothers, Inc. 1.09% Add +1.6% 11,038 $2.1M
Formidable Asset Management, LLC 0.33% Add +2.6% 11,013 $2.1M
Meridian Wealth Management, LLC 0.10% New 11,008 $2.1M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -2.1% 10,975 $2.1M
NBT Bank, N.A. 0.14% Reduce -10.7% 10,928 $2.1M
Marietta Investment Partners LLC 0.44% Add +10.5% 10,911 $2.1M
J.W. Cole Advisors, Inc. 0.09% Add +1.6% 10,891 $2.1M
Principal Securities, Inc. 0.05% Add +8.8% 10,886 $2.1M
MBA Advisors LLC 0.98% No change 10,842 $2.0M
Wellington Shields Capital Management, LLC 0.35% Add +18.7% 10,790 $2.0M
Ameritas Advisory Services, LLC 0.09% Add +37.7% 10,738 $2.0M
Focused Wealth Management, Inc 0.27% Reduce -0.1% 10,735 $2.0M
Park National Corp. 0.07% Reduce -2.1% 10,716 $2.0M
Associated Banc-Corp 0.06% Add +86.0% 10,712 $2.0M
Quilter Plc 0.04% Reduce -5.8% 10,691 $2.0M
Great Valley Advisor Group, Inc. 0.05% Reduce -0.5% 10,654 $2.0M
1ST Source Bank 0.11% Reduce -13.7% 10,651 $2.0M
Cloverfields Capital Group, LP 0.65% Add +63.5% 10,639 $2.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.20% Reduce -3.3% 10,561 $2.0M
9258 Wealth Management, LLC 0.29% Add +6.0% 10,534 $2.0M
Whittier Trust Co. 0.03% Add +25.8% 10,532 $2.0M
Transcend Capital Advisors, LLC 0.13% Add +1.5% 10,508 $2.0M
Birmingham Capital Management Co. Inc. 0.72% No change 10,501 $2.0M
Salem Investment Counselors Inc. 0.06% Add +0.5% 10,482 $2.0M
Okabena Investment Services Inc. 0.56% Add +0.2% 10,484 $2.0M
Central Pacific Bank - Trust Division 0.26% Add +91.8% 10,459 $2.0M
Evercore Wealth Management, LLC 0.03% No change 10,430 $2.0M
Hollencrest Capital Management 0.08% Add +4.0% 10,419 $2.0M
Groupama Asset Managment 0.05% New 25,907 $2.0M
Foundations Investment Advisors, LLC 0.04% Add +5.2% 10,364 $2.0M
Agf Management Ltd. 0.01% Add +56.1% 10,358 $2.0M
Avior Wealth Management, LLC 0.08% Add +5.0% 10,353 $2.0M
Mitchell Sinkler & Starr 0.49% No change 10,333 $1.9M
Argent Trust Co 0.08% Reduce -3.9% 10,320 $1.9M
Sumitomo Life Insurance Co. 0.04% Add +2.7% 10,313 $1.9M
Kanawha Capital Management LLC 0.14% Reduce -10.0% 10,289 $1.9M
Knuff & Co LLC 0.59% No change 10,288 $1.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +1.8% 10,242 $1.9M
BDF-Gestion 0.21% No change 38,067 $1.9M
Orrstown Financial Services Inc. 0.56% Add +556.5% 10,143 $1.9M
Eastern Bank 0.03% New 10,130 $1.9M
NWF Advisory Services Inc. 0.28% Add +9.0% 10,116 $1.9M
Freestone Capital Holdings, LLC 0.07% Add +1.9% 10,059 $1.9M
GeoWealth Management, LLC 0.07% Reduce -5.1% 10,048 $1.9M
Wulff, Hansen & Co. 1.71% Reduce -1.2% 10,033 $1.9M
Wellington Shields & Co., LLC 0.57% Add +23.4% 10,015 $1.9M
North Star Asset Management Inc. 0.08% Reduce -0.8% 9,995 $1.9M
Waverly Advisors, LLC 0.03% Reduce -9.0% 9,992 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -15.0% 9,986 $1.9M
Millennium Capital Advisors, LLC 1.23% Reduce -1.4% 9,977 $1.9M
Chickasaw Capital Management LLC 0.08% Reduce -0.1% 9,964 $1.9M
Cordatus Wealth Management LLC 0.67% Add +1.5% 9,947 $1.9M
SpiderRock Advisors, LLC 0.04% Add +4.7% 9,932 $1.9M
Bokf, NA 0.03% Add +0.0% 10,180 $1.9M
AMG National Trust Bank 0.05% Reduce -30.4% 9,886 $1.9M
IPG Investment Advisors LLC 0.40% Add +4.7% 9,838 $1.9M
Capital Investment Advisors, LLC 0.04% Add +3.8% 9,851 $1.9M
Semper Augustus Investments 0.31% Reduce -24.0% 9,842 $1.9M
Mystic Asset Management, Inc. 0.70% Add +7.9% 9,806 $1.8M
CenterBook Partners LP 0.11% Reduce -62.0% 9,789 $1.8M
Towne Trust Company, N.A 0.66% Add +21.9% 9,765 $1.8M
First National Bank & Trust Co. of Newtown 0.35% Reduce -1.4% 9,727 $1.8M
CI Investments Inc. 0.01% Add +3.1% 9,713 $1.8M
Flagship Harbor Advisors, LLC 0.10% Add +1.9% 9,714 $1.8M
Monarch Capital Management Inc. 0.49% Reduce -4.0% 9,672 $1.8M
First Western Trust Bank 0.08% Reduce -4.3% 9,600 $1.8M
Brighton Jones LLC 0.07% Add +19.5% 9,587 $1.8M
Aster Capital Management (DIFC) Ltd 0.39% — 9,530 $1.8M
FCG Investment Co 1.18% Add +8.9% 9,521 $1.8M
Cornerstone Wealth Management, LLC 0.13% Reduce -0.0% 9,518 $1.8M
NewEdge Wealth, LLC 0.03% Add +56.0% 9,474 $1.8M
Sabal Trust CO 0.10% Reduce -3.0% 9,462 $1.8M
Beaton Management Co. Inc. 0.90% Reduce -0.1% 9,462 $1.8M
Chelsea Counsel Co. 0.88% Add +4.4% 9,440 $1.8M
Bridges Investment Management Inc. 0.02% Add +0.2% 9,439 $1.8M
Janney Capital Management LLC 0.12% No change 9,435 $1.8M
Connecticut Wealth Management, LLC 0.09% Add +3.6% 9,397 $1.8M
Kovack Advisors, Inc. 0.19% Reduce -1.5% 9,351 $1.8M
HWG Holdings LP 0.61% Add +18973.5% 9,346 $1.8M
Wynn Capital, LLC 1.15% No change 9,336 $1.8M
Valmark Advisers, Inc. 0.03% Add +33.0% 9,329 $1.8M
Dana Investment Advisors, Inc. 0.06% Reduce -25.3% 9,328 $1.8M
Chilton Capital Management LLC 0.07% No change 9,292 $1.8M
Southern Capital Advisors, LLC 0.98% Reduce -3.6% 9,225 $1.7M
FNY Investment Advisers, LLC 0.85% New 9,226 $1.7M
Csenge Advisory Group 0.09% Reduce -0.6% 9,087 $1.7M
Gateway Advisory, LLC 0.28% No change 9,188 $1.7M
Brandywine Trust Co. 0.26% Reduce -0.6% 9,108 $1.7M
Segment Wealth Management, LLC 0.12% Reduce -3.2% 9,095 $1.7M
Ipswich Investment Management Co., Inc. 0.39% Reduce -1.6% 9,041 $1.7M
Philadelphia Trust Co. 0.12% No change 9,025 $1.7M
MinichMacGregor Wealth Management, LLC 0.36% Add +2.6% 9,022 $1.7M
Jackson Square Capital, LLC 0.42% New 9,017 $1.7M
Pitcairn Co. 0.10% Reduce -38.1% 9,006 $1.7M
Hudson Bay Capital Management LP 0.01% New 9,000 $1.7M
Van Strum & Towne Inc. 0.59% No change 8,975 $1.7M
Hancock Whitney Corp. 0.05% Reduce -2.9% 8,964 $1.7M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -5.2% 8,928 $1.7M
Atlas Brown,Inc. 0.58% Add +0.2% 8,887 $1.7M
Global Endowment Management, LP 0.17% Add +2.9% 8,849 $1.7M
VCI Wealth Management LLC 0.74% New 8,776 $1.7M
ARK Investment Management 0.02% Reduce -24.6% 8,776 $1.7M
Owen LaRue, LLC 0.88% Reduce -21.1% 8,769 $1.7M
Centaurus Financial, Inc. 0.10% Add +156.6% 8,734 $1.6M
TrinityPoint Wealth, LLC 0.24% Add +4.4% 8,733 $1.6M
American Planning Services, Inc. 1.30% Add +6.0% 8,712 $1.6M
Cullinan Associates Inc. 0.09% Reduce -25.5% 8,465 $1.6M
Citizens Financial Group Inc. 0.03% Add +20.1% 8,617 $1.6M
Wrapmanager Inc. 0.42% Add +15.2% 8,612 $1.6M
Global Assets Advisory, LLC 0.89% Add +94.4% 8,704 $1.6M
RFG Advisory, LLC 0.05% Add +32.5% 8,586 $1.6M
Confluence Wealth Services, Inc. 0.12% Reduce -10.4% 8,561 $1.6M
Wealth Alliance Advisory Group, LLC 0.34% Add +6.7% 8,542 $1.6M
Everhart Financial Group, Inc. 0.36% Add +16.1% 8,639 $1.6M
Elevated Capital Advisors, LLC 0.43% Add +0.6% 8,531 $1.6M
Sentry LLC 0.31% No change 8,488 $1.6M
Washington Trust Advisors, Inc. 0.14% Add +1.2% 8,483 $1.6M
Leavell Investment Management, Inc. 0.08% Add +70.8% 8,469 $1.6M
Hilltop Holdings Inc. 0.10% Add +21.9% 8,444 $1.6M
Catalyst Funds Management Pty Ltd 0.35% New 8,400 $1.6M
Klingman & Associates, LLC 0.10% Reduce -2.0% 8,357 $1.6M
Graypoint LLC 0.10% Add +8.2% 8,342 $1.6M
American State Bank (Iowa) 0.95% Reduce -1.8% 8,265 $1.6M
Virtue Capital Management, LLC 0.31% Add +37.3% 8,245 $1.6M
CW Advisors, LLC 0.02% Add +39.0% 8,235 $1.6M
Summit Financial, LLC 0.06% Add +40.2% 8,218 $1.6M
Spinnaker Trust 0.10% No change 8,205 $1.5M
Vest Financial, LLC 0.03% Add +196.5% 8,181 $1.5M
NTV Asset Management LLC 0.21% Add +12.0% 8,175 $1.5M
Farmers Trust Co. 0.29% Reduce -0.7% 8,158 $1.5M
Dakota Wealth Management 0.03% Add +21.8% 8,086 $1.5M
Geneos Wealth Management Inc. 0.06% Add +124.9% 8,081 $1.5M
Twin Focus Capital Partners, LLC 0.24% No change 8,077 $1.5M
St Germain D J Co. Inc. 0.07% No change 8,037 $1.5M
Neo Ivy Capital Management 0.49% New 7,986 $1.5M
Sanders Morris Harris LLC 0.25% No change 7,973 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Reduce -9.1% 7,880 $1.5M
Inceptionr LLC 0.36% Reduce -5.0% 7,877 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% No change 7,876 $1.5M
FineMark National Bank & Trust 0.05% Add +12.3% 7,855 $1.5M
Fourpath Capital Management, LLC 0.27% New 7,851 $1.5M
Hunter Associates Investment Management LLC 0.23% No change 7,841 $1.5M
Park Edge Advisors, LLC 0.42% Add +1.7% 7,842 $1.5M
Pettee Investors, Inc. 0.71% No change 7,783 $1.5M
Snowden Capital Advisors LLC 0.04% Add +9.1% 7,733 $1.5M
1858 Wealth Management, LLC 1.20% Add +0.5% 7,739 $1.5M
Accredited Investors Inc. 0.08% Add +0.1% 7,731 $1.5M
Mairs & Power Inc. 0.01% Reduce -0.9% 7,714 $1.5M
Wesleyan Assurance Society 0.12% No change 7,701 $1.5M
Penobscot Investment Management Company, Inc. 0.13% Add +16.1% 7,691 $1.5M
S.A. Mason LLC 0.77% No change 7,684 $1.4M
Burke & Herbert Bank & Trust Co. 0.34% Reduce -1.3% 7,666 $1.4M
Headlands Technologies LLC 0.17% Add +693.1% 7,661 $1.4M
Vista Investment Partners LLC 0.46% Add +58.3% 7,660 $1.4M
Syon Capital LLC 0.13% Add +11.4% 7,640 $1.4M
Seven Eight Capital, LP 0.13% Add +116.6% 7,634 $1.4M
UMB Bank, n.a. 0.02% Add +16.2% 7,600 $1.4M
MIdWestOne Financial Group, Inc. 0.20% No change 7,583 $1.4M
Schear Investment Advisers, LLC 0.88% Add +12.4% 7,572 $1.4M
Optas, LLC 0.33% Add +0.6% 7,547 $1.4M
Ingalls & Snyder LLC 0.06% Add +0.2% 7,544 $1.4M
Kornitzer Capital Management Inc. 0.03% Add +4.5% 7,522 $1.4M
Koss-Olinger Consulting, LLC 0.12% Add +0.1% 7,517 $1.4M
Bath Savings Trust Co 0.14% Add +0.0% 7,496 $1.4M
Breakwater Capital Group 0.28% Reduce -11.1% 7,458 $1.4M
Harbour Investments, Inc. 0.04% Reduce -4.8% 7,428 $1.4M
Curi Capital, LLC 0.03% Reduce -10.8% 7,416 $1.4M
TFC Financial Management, Inc. 0.22% No change 7,411 $1.4M
Hall Laurie J Trustee 0.44% No change 7,403 $1.4M
Capricorn Fund Managers Ltd 0.95% No change 7,400 $1.4M
Harvey Investment Co. LLC 0.16% No change 7,391 $1.4M
Natixis 0.01% Reduce -98.0% 7,383 $1.4M
Revisor Wealth Management LLC 0.87% Add +0.3% 7,370 $1.4M
Milestone Asset Management, LLC 0.31% Add +270.8% 7,334 $1.4M
AlphaCore Capital LLC 0.31% Add +32.0% 7,325 $1.4M
Azimuth Capital Investment Management LLC 0.05% Reduce -1.7% 7,322 $1.4M
Pallas Capital Advisors LLC 0.06% Add +22.8% 7,682 $1.4M
SageView Advisory Group, LLC 0.07% Add +0.2% 7,292 $1.4M
Wealth Dimensions Group, Ltd. 0.35% Reduce -1.6% 7,290 $1.4M
Y-Intercept (Hong Kong) Ltd 0.08% New 7,288 $1.4M
Ceeto Capital Group, LLC 0.51% No change 7,262 $1.4M
KLCM Advisors, Inc. 0.16% Reduce -12.5% 7,269 $1.4M
Beck Mack & Oliver LLC 0.03% Reduce -12.7% 7,262 $1.4M
Kowal Investment Group, LLC 0.25% Reduce -5.3% 7,230 $1.4M
Personal Cfo Solutions, LLC 0.19% Add +1.7% 7,218 $1.4M
Courier Capital LLC 0.09% Reduce -7.6% 7,182 $1.4M
Clearbridge Investments, LLC 0.00% No change 7,162 $1.4M
Strategic Investment Advisors / MI 0.15% Add +2.1% 7,151 $1.3M
WealthTrust Axiom LLC 0.40% No change 7,141 $1.3M
WMS Partners, LLC 0.08% Add +4.2% 7,116 $1.3M
HUB Investment Partners, LLC 0.06% Add +3.3% 7,104 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -85.3% 7,092 $1.3M
Debussy Capital Management LP 0.39% Reduce -0.8% 7,087 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -0.5% 7,060 $1.3M
Waldron Private Wealth LLC 0.06% Add +2.4% 7,043 $1.3M
Aries Wealth Management 0.36% No change 7,028 $1.3M
StoneX Group Inc. 0.10% Add +35.1% 7,011 $1.3M
Trust Co. of Vermont 0.07% Add +10.6% 6,993 $1.3M
Pinnacle Financial Partners Inc 0.03% Add +7.9% 6,978 $1.3M
Cobblestone Capital Advisors LLC 0.07% Reduce -2.8% 6,973 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.18% Reduce -8.6% 6,963 $1.3M
Everett Harris & Co. 0.02% Reduce -11.2% 6,958 $1.3M
Alyeska Investment Group, L.P. 0.01% Reduce -34.9% 6,953 $1.3M
Petra Financial Advisors Inc. 0.86% Reduce -3.2% 6,917 $1.3M
Schnieders Capital Management LLC 0.25% Add +1.1% 6,889 $1.3M
CWC Advisors, LLC. 1.28% — 6,865 $1.3M
Evergreen Capital Management LLC 0.04% Add +3.3% 6,853 $1.3M
CX Institutional 0.06% Reduce -18.7% 6,838 $1.3M
Joel Isaacson & Co., LLC 0.06% Add +0.6% 6,791 $1.3M
180 Wealth Advisors, LLC 0.20% Reduce -2.8% 6,791 $1.3M
Checchi Capital Advisers, LLC 0.10% No change 6,770 $1.3M
Capital Investment Advisory Services, LLC 0.12% Reduce -11.6% 6,757 $1.3M
Dudley Capital Management, LLC 0.67% Add +0.5% 6,751 $1.3M
Colonial Trust Co / SC 0.20% Add +57.7% 6,750 $1.3M
USA Financial Formulas 0.20% Reduce -1.9% 6,739 $1.3M
Intrua Financial, LLC 0.21% Reduce -24.1% 6,737 $1.3M
Stamos Capital Partners, L.P. 0.30% Reduce -19.9% 6,710 $1.3M
Keystone Financial Group 0.16% Reduce -3.7% 6,708 $1.3M
Certified Advisory Corp 0.14% Add +1.2% 6,652 $1.3M
Howard Capital Management, LLC 0.02% New 6,645 $1.3M
Pacific Global Investment Management Co. 0.23% Add +9.8% 6,618 $1.2M
Lindbrook Capital, LLC 0.11% Add +1.7% 6,566 $1.2M
Fayez Sarofim & Co 0.00% No change 6,565 $1.2M
Cullen Capital Management, LLC 0.01% No change 6,551 $1.2M
Stonehearth Capital Management, LLC 0.49% Add +5.4% 6,528 $1.2M
Shelton Capital Management 0.03% Reduce -13.3% 6,527 $1.2M
BBR Partners, LLC 0.09% Reduce -0.3% 6,503 $1.2M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.8% 6,498 $1.2M
Level Four Advisory Services, LLC 0.05% Add +14.4% 7,123 $1.2M
Hanseatic Management Services Inc. 1.73% Add +5.4% 6,471 $1.2M
Parsons Capital Management Inc. 0.08% No change 6,462 $1.2M
Trust Point Inc. 0.09% Add +11.3% 6,445 $1.2M
Court Place Advisors, LLC 0.35% Reduce -3.3% 6,445 $1.2M
Money Concepts Capital Corp. 0.09% Add +14.6% 6,406 $1.2M
Brooklyn Investment Group 0.40% Add +15.0% 6,394 $1.2M
PDS Planning, Inc 0.11% Add +0.6% 6,324 $1.2M
MTM Investment Management, LLC 0.46% Reduce -3.6% 6,364 $1.2M
Farmers & Merchants Investments Inc. 0.04% Reduce -0.4% 6,304 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.25% Add +1.0% 6,299 $1.2M
Argyle Capital Management, LLC 0.47% Add +0.8% 6,272 $1.2M
SYM FINANCIAL Corp 0.16% Reduce -2.1% 6,267 $1.2M
Napa Wealth Management 0.56% New 6,255 $1.2M
Spire Wealth Management 0.04% Add +2.0% 6,236 $1.2M
Alhambra Investment Management LLC 0.61% Reduce -2.0% 6,214 $1.2M
Lake Street Advisors Group, LLC 0.05% Add +2.0% 6,199 $1.2M
Fiduciary Group, LLC 0.12% No change 6,203 $1.2M
Addison Capital Co 0.47% Reduce -12.9% 6,199 $1.2M
Baader Bank Aktiengesellschaft 0.10% Reduce -84.4% 6,255 $1.2M
Insigneo Advisory Services, LLC 0.12% Reduce -0.1% 6,166 $1.2M
Empire Financial Management Company, LLC 0.36% No change 6,152 $1.2M
Cohen Capital Management, Inc. 0.19% No change 6,131 $1.2M
Aire Advisors, LLC 0.26% Reduce -5.5% 6,116 $1.2M
Legacy Financial Advisors, Inc. 0.19% Reduce -11.0% 6,116 $1.2M
Freemont Management S.A. 0.60% Add +37.8% 6,100 $1.2M
Diamant Asset Management, Inc. 0.72% Add +2.7% 6,098 $1.1M
First Bancorp, Inc 0.80% Reduce -1.0% 6,080 $1.1M
Fagan Associates, Inc. 0.19% Add +39.6% 6,071 $1.1M
Rodgers Brothers Inc. 0.14% Reduce -3.0% 6,032 $1.1M
PFG Advisors 0.07% Reduce -19.6% 6,027 $1.1M
Arkadios Wealth Advisors 0.06% Add +2.4% 6,023 $1.1M
Cary Street Partners Investment Advisory LLC 0.04% Add +19.5% 6,021 $1.1M
Gryphon Financial Partners LLC 0.16% Add +19.6% 6,014 $1.1M
EverSource Wealth Advisors, LLC 0.07% Add +12.2% 6,010 $1.1M
Pring Turner Capital Group Inc. 0.71% Reduce -0.8% 6,003 $1.1M
WT Asset Management Ltd 0.23% New 6,000 $1.1M
Buckley Wealth Management, LLC 0.35% Add +2.0% 5,995 $1.1M
Legacy Advisors, LLC 0.12% Add +7.0% 5,993 $1.1M
WASHINGTON TRUST Co 0.04% No change 5,983 $1.1M
DLK Investment Management, LLC 0.43% No change 5,981 $1.1M
Modern Wealth Management, LLC 0.07% Add +0.9% 5,934 $1.1M
Quest Investment Management LLC 0.13% No change 5,925 $1.1M
Weaver Capital Management LLC 0.34% Add +23.7% 5,918 $1.1M
Delta Asset Management LLC 0.10% Add +1.0% 5,914 $1.1M
Trust Co of the South 0.24% No change 5,909 $1.1M
Conning Inc. 0.04% Reduce -1.6% 5,905 $1.1M
Polar Asset Management Partners Inc. 0.04% Reduce -71.2% 5,900 $1.1M
Sunflower Bank, N.A. 0.30% Add +5.3% 5,893 $1.1M
Highview Capital Management LLC 0.45% New 5,883 $1.1M
BLB&B Advisors, LLC 0.06% Add +0.3% 5,863 $1.1M
Integrated Advisors Network LLC 0.05% Add +1.2% 5,862 $1.1M
Acorn Financial Advisory Services Inc. 0.20% Reduce -8.0% 5,861 $1.1M
Sandbox Financial Partners, LLC 0.39% Add +21.2% 5,851 $1.1M
Pekin Hardy Strauss, Inc. 0.14% Add +14.7% 5,847 $1.1M
Birch Hill Investment Advisors LLC 0.05% No change 5,843 $1.1M
Coastline Trust Co 0.13% Add +19.1% 5,834 $1.1M
Alera Investment Advisors, LLC 0.13% Add +7.7% 5,831 $1.1M
Horan Securities, Inc. 0.43% Reduce -2.0% 5,831 $1.1M
Harvest Portfolios Group Inc. 0.04% Add +7.4% 5,829 $1.1M
Hardy Reed LLC 0.10% Reduce -4.0% 5,805 $1.1M
Quent Capital, LLC 0.11% Add +8.4% 5,794 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +1.3% 5,783 $1.1M
Aaron Wealth Advisors LLC 0.13% Add +26.9% 5,773 $1.1M
Parisi Gray Wealth Management 0.36% Add +1.6% 5,768 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -12.6% 4,849 $1.1M
Simon Quick Advisors, LLC 0.07% Add +11.7% 5,725 $1.1M
Jacobi Capital Management LLC 0.08% Reduce -1.8% 5,716 $1.1M
Williamson Legacy Group, LLC 0.72% Add +9.6% 5,715 $1.1M
HHLR Advisors, LTD. 0.02% Reduce -37.9% 5,713 $1.1M
Raelipskie Partnership 0.52% New 5,691 $1.1M
Arete Wealth Advisors, LLC 0.09% Reduce -19.3% 5,703 $1.1M
American National Bank & Trust 0.13% Reduce -8.2% 5,648 $1.1M
Clarius Group, LLC 0.07% Reduce -2.0% 5,679 $1.1M
AlTi Global, Inc. 0.03% Reduce -24.7% 5,606 $1.1M
First Horizon Advisors, Inc. 0.03% Reduce -20.0% 5,610 $1.1M
Private Trust Co. NA 0.11% Add +21.4% 5,586 $1.1M
TriaGen Wealth Management LLC 0.35% Add +9.6% 5,571 $1.1M
Bahl & Gaynor LLC 0.01% Reduce -0.4% 5,551 $1.0M
Field & Main Bank 0.37% Reduce -1.1% 5,540 $1.0M
Traphagen Investment Advisors LLC 0.11% Add +211.2% 5,540 $1.0M
Old Port Advisors 0.29% Reduce -3.1% 5,531 $1.0M
XML Financial, LLC 0.10% Add +5.1% 5,511 $1.0M
Smith, Moore & Co. 0.10% Reduce -1.0% 5,503 $1.0M
nVerses Capital, LLC 0.47% Add +17.0% 5,500 $1.0M
Ostrum Asset Management 0.09% Add +1.2% 5,499 $1.0M
Aspiriant, LLC 0.04% Add +22.1% 5,497 $1.0M
Capital Advisors Inc. 0.02% Add +33.9% 5,490 $1.0M
Catalyst Financial Partners LLC 0.20% Add +2.6% 5,453 $1.0M
Fidelis Capital Partners, LLC 0.12% Add +0.9% 5,654 $1.0M
First Financial Bank - Trust Division 0.09% Reduce -2.0% 5,436 $1.0M
Colonial Trust Advisors 0.09% Add +0.8% 5,431 $1.0M
Hengehold Capital Management LLC 0.10% Add +4.1% 5,413 $1.0M
Wilkins Investment Counsel Inc. 0.14% Reduce -7.3% 5,409 $1.0M
Allred Capital Management, LLC 0.40% Add +0.5% 5,406 $1.0M
Boston Trust Walden Corp 0.01% No change 5,389 $1.0M
WoodTrust Financial Corp 0.14% Reduce -1.4% 5,385 $1.0M
Stableford Capital II LLC 0.41% Reduce -7.2% 5,305 $1.0M
Parkside Financial Bank & Trust 0.14% Add +1.3% 5,377 $1.0M
Quintet Private Bank (Europe) S.A. 0.06% Add +13.1% 5,355 $1.0M
Cape Cod Five Cents Savings Bank 0.09% Reduce -0.2% 5,345 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.14% Add +8.0% 5,339 $1.0M
Sterling Investment Management, LLC 0.76% Reduce -4.6% 5,333 $1.0M
Venture Visionary Partners LLC 0.04% Reduce -2.2% 5,304 $1.0M
Benin Management CORP 0.28% Reduce -0.1% 5,298 $999K
Arlington Trust Co LLC 0.22% No change 5,296 $999K
44 Wealth Management LLC 0.35% — 5,484 $996K
Sentry Investment Management LLC 0.42% Add +11.6% 5,284 $996K
Avestar Capital, LLC 0.11% Add +11.1% 5,273 $996K
FSM Wealth Advisors, LLC 0.26% Add +4.9% 5,257 $991K
Buttonwood Financial Advisors Inc. 0.43% Reduce -3.5% 5,252 $990K
Carnegie Lake Advisors LLC 0.39% — 5,239 $988K
Smartleaf Asset Management LLC 0.12% Add +96.9% 5,328 $988K
Sax Wealth Advisors, LLC 0.09% Add +20.2% 5,228 $986K
AlphaQuest LLC 0.09% Add +126.0% 5,156 $972K
Meridian Management Co. 0.25% Add +1.2% 5,153 $972K
Gratus Wealth Advisors, LLC 0.16% No change 5,190 $965K
Bremer Bank National Association 0.18% Reduce -1.9% 5,089 $960K
Forte Capital LLC 0.11% Add +18.8% 5,076 $957K
Wealthstream Advisors, Inc. 0.17% Reduce -0.8% 5,024 $947K
Monetta Financial Services Inc. 0.80% New 5,000 $943K
Harbor Advisors LLC 0.16% No change 5,000 $943K
Lighthouse Investment Partners, LLC 0.05% New 5,000 $943K
Secure Asset Management, LLC 0.16% Add +32.9% 4,996 $942K
Douglass Winthrop Advisors, LLC 0.02% Add +50.1% 4,989 $941K
Armistice Capital, LLC 0.02% New 4,974 $938K
TCI Wealth Advisors, Inc. 0.08% Add +3.0% 4,969 $937K
Sculati Wealth Management, LLC 0.37% Reduce -25.7% 4,961 $936K
Genesee Capital Advisors, LLC 0.45% Add +172.3% 4,942 $932K
Arax Advisory Partners 0.08% Add +1.7% 4,925 $929K
HFG Advisors, Inc. 0.82% No change 4,913 $926K
Hills Bank & Trust Co 0.07% Add +0.4% 4,912 $926K
Montag A & Associates Inc. 0.04% Reduce -5.7% 4,904 $926K
Osborne Partners Capital Management, LLC 0.05% No change 4,892 $923K
National Wealth Management Group, LLC 0.62% Reduce -33.3% 4,888 $922K
Beacon Bank & Trust 0.21% Add +0.8% 4,856 $916K
Advisor OS, LLC 0.09% Add +53.1% 4,856 $916K
Journey Strategic Wealth LLC 0.03% Add +82.3% 4,855 $915K
NorthCoast Asset Management LLC 0.01% Add +422.7% 19,638 $912K
Burt Wealth Advisors 0.22% Add +0.1% 4,838 $912K
Addison Advisors LLC 0.25% Add +116.8% 4,828 $910K
Worth Asset Management, LLC 0.49% Reduce -69.5% 4,817 $908K
Crawford Investment Counsel Inc. 0.02% Reduce -0.1% 4,802 $906K
Cravens & Co Advisors, LLC 0.70% Reduce -33.1% 4,801 $905K
Claro Advisors Inc. 0.12% Add +13.5% 4,795 $904K
Wealth Management Associates, Inc. 0.40% Add +2.9% 4,785 $902K
American Financial Advisors, LLC 0.12% Add +0.1% 4,768 $899K
Atlanta Consulting Group Advisors, LLC 0.22% Add +10.0% 4,761 $898K
Benchmark Investment Advisors LLC 0.64% No change 4,756 $897K
Morningstar Investment Services LLC 0.01% Add +20.3% 4,818 $893K
Cassaday & Co Wealth Management LLC 0.03% Reduce -3.0% 4,730 $892K
Glass Wealth Management Co LLC 0.49% Reduce -7.7% 4,723 $891K
Fort Sheridan Advisors LLC 0.14% Reduce -0.7% 4,722 $890K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% No change 4,714 $889K
Silver Oak Securities, Incorporated 0.09% Add +16.7% 4,924 $885K
Sandy Spring Bank 0.04% Add +3.2% 4,688 $884K
Telos Capital Management, Inc. 0.09% No change 4,684 $883K
Seelaus Asset Management LLC 0.83% Add +36.4% 4,683 $883K
First Heartland Consultants, Inc. 0.09% Add +2.7% 4,675 $882K
Rowlandmiller & Partners.adv 0.18% Add +0.7% 4,669 $880K
Cornerstone Wealth Group, LLC 0.07% Add +2.6% 4,666 $880K
Stratos Wealth Advisors, LLC 0.04% Add +0.4% 4,652 $877K
Dohj, LLC 0.20% New 4,672 $871K
Allegheny Financial Group 0.21% Add +2.3% 4,590 $866K
Avity Investment Management Inc. 0.07% Reduce -7.6% 4,585 $865K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -1.2% 4,579 $864K
Concord Wealth Partners 0.14% Add +35.2% 4,573 $862K
LBMC Investment Advisors, LLC 0.07% No change 4,570 $862K
Cullen Investment Group, LTD. 0.13% Add +0.1% 4,554 $859K
Foresight Global Investors, Inc. 0.47% Reduce -30.5% 4,550 $858K
Quotient Wealth Partners, LLC 0.03% Reduce -1.8% 4,548 $858K
Taylor Financial Group, Inc. 0.59% No change 4,548 $858K
Caldwell Trust Co 0.09% Reduce -5.3% 4,547 $857K
Davis Investment Partners, LLC 0.36% Reduce -3.3% 4,583 $854K
Strategy Asset Managers LLC 0.16% New 4,528 $854K
J. Safra Sarasin Holding AG 0.01% Add +7.7% 4,524 $853K
Northside Capital Management, LLC 0.13% No change 4,523 $853K
Diversify Wealth Management, LLC 0.08% Add +8.3% 4,685 $851K
Annex Advisory Services, LLC 0.03% Reduce -0.0% 4,505 $849K
Dark Forest Capital Management LP 0.11% New 4,501 $849K
Inscription Capital, LLC 0.13% Reduce -3.8% 4,500 $849K
Bruce G. Allen Investments, LLC 0.65% Add +2.9% 4,438 $837K
Armstrong, Fleming & Moore, Inc 0.49% Add +6.8% 4,437 $837K
Heritage Wealth Management, Inc. 0.27% Reduce -2.1% 4,422 $834K
Lanark Financial, Inc. 0.07% Reduce -9.7% 4,409 $831K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Reduce -1.7% 4,397 $829K
Hantz Financial Services, Inc. 0.01% Add +0.8% 4,396 $829K
Mission Creek Capital Partners, Inc. 0.19% Reduce -4.9% 4,393 $828K
Sage Mountain Advisors LLC 0.07% Reduce -5.5% 4,391 $828K
Brooks, Moore & Associates, Inc. 0.49% No change 4,390 $828K
WESPAC Advisors, LLC 0.61% New 4,378 $826K
Leo Wealth, LLC 0.08% Add +7.1% 4,362 $823K
Hennion & Walsh Asset Management, Inc. 0.04% Add +69.7% 4,357 $822K
Knollwood Investment Advisory, LLC 0.09% No change 4,325 $816K
Westmount Partners, LLC 0.25% Add +20.9% 4,325 $816K
Marex Group Ltd 0.02% Add +9.2% 4,324 $815K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +19.0% 4,320 $815K
Merrion Investment Management Co, LLC 0.54% No change 4,300 $811K
Nicolet Advisory Services, LLC 0.08% Add +5.7% 4,409 $811K
Keel Point, LLC 0.07% Add +2.5% 4,288 $809K
Strategic Financial Services, Inc. 0.05% Reduce -0.9% 4,285 $808K
Asahi Life Asset Management Co., LTD. 0.49% New 4,270 $805K
Weaver Consulting Group 0.26% Add +1.8% 4,263 $804K
KCM Investment Advisors LLC 0.03% Add +1.8% 4,261 $804K
Systematic Alpha Investments, LLC 0.03% No change 4,243 $800K
Independent Investors Inc. 0.16% No change 4,239 $799K
CWA Asset Management Group, LLC 0.04% — 4,234 $798K
Focus Financial Network, Inc. 0.03% Add +7.5% 4,222 $796K
Logan Capital Management Inc. 0.03% Reduce -5.6% 4,218 $795K
MassMutual Private Wealth & Trust, FSB 0.02% Add +10.3% 4,216 $795K
Banque Pictet & Cie SA 0.01% Add +75.5% 4,216 $795K
Ausdal Financial Partners, Inc. 0.08% Add +7.1% 4,214 $795K
Carret Asset Management, LLC 0.09% Reduce -5.4% 4,181 $788K
Signature Estate & Investment Advisors LLC 0.02% Reduce -16.4% 4,177 $788K
Prelude Capital Management, LLC 0.06% New 4,169 $786K
Perennial Investment Advisors, LLC 0.10% Add +0.1% 4,130 $779K
Pointe Capital Management LLC 0.45% No change 4,121 $777K
Continuum Wealth Advisors, LLC 0.42% Add +18.7% 4,118 $777K
Dorsey & Whitney Trust CO LLC 0.04% Add +6.1% 4,115 $776K
Carroll Investors, Inc 0.51% Add +79.3% 4,137 $774K
First National Bank of Omaha 0.05% Add +1.2% 4,095 $772K
LMCG Investments, LLC 0.05% Reduce -1.6% 4,085 $770K
Concord Asset Management, LLC 0.17% Add +43.3% 4,075 $768K
Silverlake Wealth Management LLC 0.29% Reduce -0.4% 4,066 $767K
Howe & Rusling Inc. 0.07% Reduce -12.0% 4,065 $767K
Walker Asset Management, LLC 0.47% Add +0.3% 4,055 $765K
Aljian Capital Management, LLC 0.18% New 4,054 $764K
LifePlan Investment Advisors, Inc. 0.49% Add +0.5% 4,048 $763K
Regent Peak Wealth Advisors LLC 0.18% Add +0.7% 4,046 $763K
Partners in Financial Planning 0.15% Reduce -26.1% 4,036 $761K
Oppenheimer Asset Management Inc. 0.01% Add +14.7% 4,013 $757K
Nicholas Hoffman & Company, LLC. 0.03% Add +14.7% 4,000 $754K
North Star Investment Management Corp. 0.05% Reduce -1.4% 3,990 $753K
Caxton Associates LP 0.03% New 3,981 $751K
Headinvest, LLC 0.14% Reduce -1.4% 3,974 $749K
Banco BTG Pactual S.A. 0.19% New 3,967 $748K
Tompkins Financial Corp. 0.07% Reduce -28.0% 3,941 $743K
Davis R M Inc. 0.01% Add +0.5% 3,939 $743K
Searle & Co. 0.19% Add +0.1% 3,939 $743K
China Universal Asset Management Co., Ltd. 0.08% New 3,933 $743K
Wescott Financial Advisory Group, LLC 0.08% Add +0.6% 3,933 $742K
Founders Financial Securities LLC 0.07% Reduce -6.2% 3,918 $739K
Resonant Capital Advisors, LLC 0.05% Add +11.4% 3,912 $739K
Lantz Financial LLC 0.20% Add +5.3% 3,916 $739K
Fairfield, Bush & Co. 0.44% Add +178.8% 3,914 $738K
First National Trust Co 0.03% No change 3,912 $738K
HTG Investment Advisors, Inc. 0.35% No change 3,907 $737K
Brandywine Oak Private Wealth LLC 0.07% Add +6.9% 3,895 $735K
Boit C F David 0.36% No change 3,936 $734K
Bell & Brown Wealth Advisors, LLC 0.29% Reduce -0.1% 3,878 $731K
Kathmere Capital Management, LLC 0.07% Add +6.0% 3,875 $731K
Northstar Group, Inc. 0.13% Reduce -0.9% 3,873 $730K
Old Mission Investment Co LLC 0.22% Add +1.2% 3,870 $730K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -2.2% 3,859 $729K
Orange Investment Advisors, Inc. 0.08% Reduce -7.3% 3,840 $724K
Chemung Canal Trust Co. 0.15% New 3,831 $722K
Axiom Advisory, LLC 0.01% Add +2.8% 4,224 $720K
Cambridge Financial Group, LLC 0.30% Reduce -19.5% 3,810 $718K
Banco Santander, S.A. 0.01% Reduce -16.6% 3,792 $715K
Oxford Financial Group, LTD. LLC 0.05% Reduce -4.6% 3,784 $714K
Roof Eidam Maycock Peralta, LLC 0.18% Reduce -1.9% 3,777 $712K
Heritage Wealth Advisors 0.03% Add +3.5% 3,763 $710K
Intelligence Driven Advisers, LLC 0.10% Add +29.1% 3,757 $708K
BOCHK Asset Management Ltd 0.21% New 3,750 $707K
Allen Investment Management, LLC 0.01% No change 3,750 $707K
VERITY Wealth Advisors 0.49% No change 3,733 $704K
Newman Dignan & Sheerar, Inc. 0.17% Add +30.5% 4,007 $703K
Sound View Wealth Advisors Group, LLC 0.06% Add +78.5% 3,721 $702K
Financial Advocates Investment Management 0.04% Add +8.3% 3,720 $702K
Empirical Asset Management, LLC 0.25% Reduce -0.1% 3,717 $701K
Armbruster Capital Management, Inc. 0.14% No change 3,717 $701K
Monte Financial Group, LLC 0.29% No change 3,714 $700K
Arthur M. Cohen & Associates, LLC 0.13% No change 3,755 $700K
Apella Capital, LLC 0.03% Add +21.2% 3,736 $697K
Capital CS Group, LLC 0.84% New 3,677 $693K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -6.4% 3,655 $689K
Appleton Partners Inc. 0.05% Reduce -0.8% 3,655 $689K
TrinityBridge Ltd 0.02% Reduce -2.1% 3,644 $687K
Armstrong Advisory Group, Inc. 0.06% Add +62.9% 3,641 $687K
Sprinkle Financial Consultants LLC 0.49% No change 3,633 $685K
Moller Wealth Partners 0.17% No change 3,633 $685K
Thompson Siegel & Walmsley LLC 0.01% No change 3,627 $684K
MJP Associates Inc. 0.13% Add +25.0% 3,618 $682K
Waters Parkerson & Co., LLC 0.03% No change 3,617 $682K
Crew Capital Management, Ltd 0.55% No change 3,605 $680K
Thompson Davis & Co., Inc. 0.50% Add +7.1% 3,569 $673K
BTG Pactual Asset Management US LLC 0.10% New 3,559 $671K
Arrow Financial Corp 0.06% Reduce -13.6% 3,556 $671K
HHM Wealth Advisors, LLC 0.10% Reduce -8.8% 3,551 $670K
Becker Capital Management Inc. 0.02% Add +16.5% 3,533 $667K
Van Cleef Asset Management,Inc 0.07% No change 3,532 $666K
Diligent Investors, LLC 0.15% No change 3,529 $666K
First PREMIER Bank 0.17% Reduce -9.1% 3,521 $664K
Regal Investment Advisors LLC 0.05% Add +0.3% 3,496 $659K
Excalibur Management Corp. 0.25% No change 3,495 $659K
Bar Harbor Wealth Management 0.04% Reduce -2.6% 3,475 $655K
Founders Financial Alliance, LLC 0.18% Reduce -6.0% 3,473 $655K
Catalina Capital Group, LLC 0.22% Add +7.5% 3,468 $654K
First Wilshire Securities Management Inc. 0.18% No change 3,463 $653K
Boyd Watterson Asset Management LLC 0.18% Add +1.1% 3,462 $653K
Wealthquest Corp 0.06% New 3,500 $652K
Rehmann Capital Advisory Group 0.04% Add +0.7% 3,435 $650K
Capital Investment Counsel, Inc 0.09% Reduce -7.0% 3,444 $649K
Carnegie Investment Counsel 0.02% Reduce -4.6% 3,444 $649K
Altfest L J & Co. Inc. 0.09% Reduce -16.2% 3,413 $644K
Merriman Wealth Management, LLC 0.03% Add +51.3% 3,409 $643K
Hanson & Doremus Investment Management 0.10% Reduce -15.7% 3,407 $642K
Smith Anglin Financial, LLC 0.06% Reduce -0.3% 3,401 $641K
Providence Capital Advisors, LLC 0.13% No change 3,393 $640K
Contravisory Investment Management, Inc. 0.14% Reduce -0.2% 3,391 $639K
Paradigm Asset Management Co. LLC 0.17% No change 3,384 $638K
Magnus Financial Group LLC 0.07% Add +46.9% 3,383 $638K
Grove Bank & Trust 0.09% Add +3.1% 3,382 $638K
West Michigan Advisors, LLC 0.19% Reduce -15.1% 3,370 $636K
Strategic Blueprint, LLC 0.04% Reduce -1.3% 3,371 $636K
Intrust Bank NA 0.06% New 3,364 $634K
Fishman Jay A Ltd. 0.06% New 3,320 $626K
OneAscent Financial Services LLC 0.45% New 3,311 $625K
Fortem Financial Group, LLC 0.25% Add +3.1% 3,312 $625K
Trillium Asset Management, LLC 0.02% Reduce -0.1% 3,306 $623K
Old National Bancorp 0.01% Add +19.9% 3,294 $621K
Dynamic Technology Lab Private Ltd 0.07% New 3,277 $618K
Royal Capital Wealth Management, LLC 0.44% Add +0.1% 3,275 $618K
Howard Capital Management Group, LLC 0.04% No change 3,273 $617K
Childress Capital Advisors, LLC 0.17% Add +4.8% 3,261 $615K
Pure Financial Advisors, LLC 0.01% Add +10.9% 3,261 $615K
Crewe Advisors LLC 0.07% Add +0.1% 3,258 $614K
Cromwell Holdings LLC 0.39% Add +6.3% 3,241 $612K
Citizens National Bank Trust Department 0.13% No change 3,242 $611K
Essex Bank 0.15% Add +59.7% 3,240 $611K
Trust Co. of Toledo NA 0.08% Add +1.1% 3,238 $611K
BNC Wealth Management, LLC 0.22% Reduce -1.6% 3,233 $610K
Moneco Advisors, LLC 0.08% Add +40.8% 3,232 $610K
Ignite Planners, LLC 0.14% Reduce -5.1% 3,220 $607K
HCR Wealth Advisors 0.08% Add +0.5% 3,216 $607K
Lee Danner & Bass Inc. 0.04% No change 3,204 $604K
Carson Advisory Inc. 0.38% Add +6.5% 3,199 $603K
Yeomans Consulting Group, Inc. 0.23% Reduce -14.8% 3,197 $603K
Retirement Planning Co of New England, Inc. 0.30% Add +0.6% 3,186 $601K
Greenwich Wealth Management LLC 0.04% Reduce -3.7% 3,183 $600K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% Reduce -4.3% 3,178 $599K
Tiemann Investment Advisors, LLC 0.26% Add +1.6% 3,174 $599K
Harbor Group, Inc. 0.14% No change 3,173 $598K
Valley Brook Capital Group, Inc. 0.43% Add +31.5% 3,154 $595K
Private Portfolio Partners LLC 0.11% New 3,152 $594K
Marcum Wealth, LLC 0.06% Add +7.6% 3,144 $593K
Berger Financial Group, Inc 0.04% Add +7.2% 3,143 $593K
Lynch & Associates 0.13% No change 3,138 $592K
AllSquare Wealth Management LLC 0.33% No change 3,123 $589K
AXS Investments LLC 0.16% Reduce -36.1% 3,121 $589K
Clean Yield Group 0.19% Reduce -0.9% 3,113 $587K
Burney Co./ 0.02% No change 3,103 $585K
Rockbridge Investment Management, LCC 0.08% Reduce -25.8% 3,100 $585K
Angeles Wealth Management, LLC 0.05% Add +4.5% 3,093 $583K
Advisors Capital Management, LLC 0.01% Add +58.1% 3,089 $583K
Enterprise Financial Services Corp 0.34% Add +0.4% 3,088 $582K
Trust Co of Kansas 0.28% Reduce -5.4% 3,087 $582K
SPC Financial, Inc. 0.05% Reduce -5.1% 3,084 $582K
Bill Few Associates, Inc. 0.21% Add +0.9% 3,081 $581K
Cyndeo Wealth Partners, LLC 0.04% Add +27.5% 3,076 $580K
Snider Financial Group 0.21% Add +1.0% 3,069 $579K
AlphaStar Capital Management, LLC 0.05% Add +4.8% 3,067 $578K
Blueprint Investment Partners LLC 0.10% Add +9.4% 3,050 $575K
Pettyjohn, Wood & White, Inc. 0.11% No change 3,049 $575K
Elyxium Wealth, LLC 0.32% — 3,044 $574K
Midland Wealth Advisors, LLC 0.03% Reduce -21.0% 3,042 $574K
SteelPeak Wealth, LLC 0.03% Add +52.2% 3,030 $572K
First Command Advisory Services, Inc. 0.01% Add +0.7% 3,032 $572K
Veltria Advisors Corp. 0.23% Add +28.0% 3,030 $571K
Prudential PLC 0.00% Reduce -87.2% 3,016 $569K
Independence Bank of Kentucky 0.12% Reduce -4.4% 3,010 $568K
Investors Research Corp 0.12% No change 3,008 $567K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.29% New 3,000 $566K
Cresta Advisors, Ltd. 0.30% No change 3,000 $566K
Purus Wealth Management, LLC 0.24% Reduce -0.7% 2,999 $565K
King Wealth Management Group 0.09% Reduce -0.1% 2,999 $565K
Evoke Wealth, LLC 0.02% New 2,983 $563K
Parkwoods Wealth Partners, LLC 0.46% — 2,982 $562K
Savvy Advisors, Inc. 0.11% Add +61.6% 2,981 $562K
Roundview Capital LLC 0.04% Add +0.1% 2,978 $562K
Prentiss Smith & Co. Inc. 0.36% Reduce -11.5% 2,970 $560K
GC Wealth Management RIA, LLC 0.10% Reduce -3.8% 2,969 $560K
Journey Advisory Group, LLC 0.07% No change 3,522 $560K
JB Capital LLC 0.03% Add +2.9% 2,968 $560K
Ervin Investment Management, LLC 0.36% No change 2,964 $559K
Laidlaw Wealth Management LLC 0.28% Add +1.6% 2,949 $556K
Aull & Monroe Investment Management Corp 0.26% Reduce -7.1% 2,947 $556K
Realta Investment Advisors 0.26% Reduce -41.4% 2,882 $555K
Onyx Bridge Wealth Group LLC 0.08% Reduce -3.2% 2,939 $554K
Members Trust Co 0.02% Reduce -0.4% 2,928 $552K
Atlas Wealth LLC 0.35% Reduce -2.5% 2,926 $552K
Verum Partners LLC 0.16% Reduce -1.4% 2,925 $552K
Resources Management Corp. /CT/ 0.07% Add +3.5% 2,921 $551K
Davidson Trust Co. 0.28% Add +24.7% 2,920 $551K
Unique Wealth Strategies, LLC 0.24% Reduce -3.5% 2,915 $550K
Blume Capital Management, Inc. 0.12% Add +0.6% 2,913 $549K
New England Research & Management, Inc. 0.26% No change 2,910 $549K
Silverberg Bernstein Capital Management LLC 0.50% Add +8.4% 2,906 $548K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -7.4% 2,905 $548K
BOS Asset Management, LLC 0.20% Reduce -0.8% 2,902 $547K
Exchange Bank 0.45% Add +2.7% 2,894 $546K
Zions Bancorporation, N.A. 0.04% Add +23.6% 2,891 $545K
Empower Advisory Group, LLC 0.00% Reduce -3.3% 2,890 $545K
Exencial Wealth Advisors, LLC 0.02% Add +0.5% 2,887 $544K
Geneva Partners, LLC 0.24% New 2,882 $543K
Rock Point Advisors, LLC 0.15% Reduce -0.3% 2,880 $543K
Balboa Wealth Partners 0.14% Reduce -18.1% 2,877 $543K
Herold Advisors, Inc. 0.12% Reduce -13.1% 2,872 $542K
Composition Wealth, LLC 0.01% Add +20.1% 2,870 $541K
Hudock, Inc. 0.09% No change 2,860 $539K
WNY Asset Management, LLC 0.06% Reduce -50.5% 2,855 $538K
First Foundation Advisors 0.02% Reduce -13.9% 2,849 $537K
CYBER HORNET ETFs LLC 0.55% No change 2,849 $537K
Round Rock Advisors LLC 0.13% Add +0.1% 2,845 $537K
Tyche Wealth Partners LLC 0.12% Reduce -11.0% 2,844 $536K
Kozak & Associates, Inc. 0.13% Reduce -15.9% 2,788 $536K
Portland Global Advisors LLC 0.07% No change 2,828 $533K
Aviso Wealth Management 0.29% Add +96.9% 2,825 $533K
Johnson Financial Group, Inc. 0.02% Reduce -0.7% 2,820 $533K
Ancora Advisors LLC 0.01% Add +0.3% 2,824 $533K
Aberdeen Wealth Management LLC 0.35% Add +3.5% 2,811 $530K
Beaumont Financial Advisors, LLC 0.04% Reduce -22.3% 2,805 $529K
Monument Capital Management 0.15% No change 2,803 $529K
St. Clair Advisors, LLC 0.15% No change 2,797 $527K
LexAurum Advisors, LLC 0.12% Add +1.1% 2,772 $523K
AA Financial Advisors, LLC 0.15% Add +48.7% 2,769 $522K
Signature Wealth Management Partners, LLC 0.38% Add +1.4% 2,761 $521K
Whalerock Point Partners, LLC 0.13% Add +6.2% 2,754 $519K
Investment Partners Asset Management, Inc. 0.43% No change 2,752 $519K
Lazari Capital Management, Inc. 0.22% Reduce -1.6% 2,752 $519K
BKM Wealth Management, LLC 0.21% New 2,749 $518K
Wealth Alliance, LLC 0.06% Add +1.6% 2,739 $516K
PYA Waltman Capital, LLC 0.17% No change 2,730 $515K
Stevens Capital Management LP 0.07% Reduce -27.3% 2,716 $512K
West Family Investments, Inc. 0.17% Add +21.0% 2,708 $511K
Bangor Savings Bank 0.05% Add +21.3% 2,706 $510K
Analyst IMS Investment Management Services Ltd. 0.02% Reduce -8.7% 2,704 $510K
Mechanics Bank Trust Department 0.07% Reduce -2.6% 2,699 $509K
Triangle Securities Wealth Management 0.13% Reduce -0.6% 2,694 $508K
Acorn Wealth Advisors, LLC 0.22% Reduce -2.1% 2,689 $507K
Exchange Capital Management, Inc. 0.08% No change 2,683 $506K
Bank of New Hampshire 0.13% Reduce -0.2% 2,671 $504K
Sovereign Financial Group, Inc. 0.12% Reduce -9.6% 2,670 $504K
Delta Investment Management, LLC 0.10% New 2,666 $503K
Zacks Investment Management 0.00% New 2,664 $502K
Lwmg, LLC 0.10% Add +0.1% 2,660 $502K
Taurus Asset Management, LLC 0.05% No change 2,657 $501K
New Covenant Trust Company, N.A. 0.49% No change 2,702 $501K
Country Club Bank 0.03% No change 2,701 $501K
Northeast Investment Management 0.02% Add +6.7% 2,649 $500K
BNP Paribas 0.02% Add +0.4% 2,650 $498K
Security Financial Services, INC. 0.10% Add +1.3% 2,642 $498K
Taylor Hoffman Capital Management LLC 0.19% — 2,893 $497K
Central Bank & Trust Co. 0.07% No change 2,633 $497K
Broderick Brian C 0.10% No change 2,630 $496K
Tower Bridge Advisors 0.05% Add +29.6% 2,630 $496K
Drake & Associates, LLC 0.16% No change 2,628 $496K
Lauterbach Financial Advisors, LLC 0.30% No change 2,627 $495K
BSW Wealth Partners 0.07% Add +1.9% 2,626 $495K
Ironwood Investment Management LLC 0.24% Reduce -1.8% 2,607 $492K
Colonial River Investments, LLC 0.24% New 2,605 $491K
Callan Capital, LLC 0.03% Reduce -53.0% 2,598 $490K
Mill Creek Capital Advisors, LLC 0.01% Reduce -45.9% 2,594 $489K
Santori & Peters, Inc. 0.19% Add +0.0% 2,594 $489K
Bison Wealth, LLC 0.08% Reduce -78.3% 2,588 $488K
Nixon Peabody Trust Co. 0.04% No change 2,575 $486K
Westhampton Capital, LLC 0.25% Reduce -1.2% 2,561 $483K
Tanglewood Legacy Advisors, LLC 0.21% No change 2,556 $482K
Drive Wealth Management, LLC 0.13% Add +6.9% 2,543 $480K
Channel Wealth LLC 0.16% Add +22.7% 2,546 $480K
McAdam, LLC 0.03% Add +4.2% 2,542 $479K
Community Bank, N.A. 0.06% No change 2,533 $478K
Accurate Wealth Management, LLC 0.10% Add +30.2% 2,504 $477K
JTC Employer Solutions Trustee Ltd 0.03% No change 2,515 $476K
Center For Asset Management LLC 0.28% Reduce -0.2% 2,519 $475K
Register Financial Advisors LLC 0.24% No change 2,516 $474K
Ledyard National Bank 0.04% Add +26.9% 2,511 $474K
WealthPLAN Partners, LLC 0.06% Add +0.1% 2,505 $472K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% Reduce -1.1% 2,505 $472K
Kaizen Financial Strategies 0.28% No change 2,503 $472K
Cornerstone National Bank & Trust Co 0.21% No change 2,500 $471K
McDonald Partners LLC 0.12% Add +0.1% 2,499 $471K
Blue Bell Private Wealth Management, LLC 0.09% Add +0.1% 2,492 $470K
Piscataqua Savings Bank 0.40% No change 2,492 $470K
Wendell David Associates Inc. 0.04% No change 2,487 $469K
Bonness Enterprises Inc. 0.16% No change 2,484 $468K
Wade Financial Advisory, Inc 0.16% No change 2,469 $466K
Ironwood Investment Counsel, LLC 0.08% No change 2,467 $465K
Sivia Capital Partners, LLC 0.27% Add +3.5% 2,466 $465K
Kintegral Advisory, LLC 0.04% Reduce -1.3% 2,454 $463K
Great Lakes Retirement, Inc. 0.06% Add +169.2% 2,455 $463K
Advisory Alpha, LLC 0.02% Add +37.6% 2,448 $462K
PFS Partners, LLC 0.27% Reduce -4.4% 2,445 $461K
Aigen Investment Management, LP 0.09% New 2,437 $460K
ProVise Management Group, LLC 0.04% Reduce -12.7% 2,432 $459K
CNB Bank 0.21% Reduce -1.8% 2,432 $459K
United Bank 0.05% Reduce -8.8% 2,425 $457K
UNIVEST FINANCIAL Corp 0.03% New 2,421 $457K
Boston Research & Management Inc. 0.11% No change 2,413 $455K
Waterloo Capital, L.P. 0.05% Add +21.2% 2,409 $454K
NCP Inc. 0.26% Reduce -2.1% 2,403 $453K
Sendero Wealth Management, LLC 0.07% Reduce -1.2% 2,395 $452K
Advus Financial Partners, LLC 0.13% Add +2.5% 2,395 $452K
PCA Investment Advisory Services Inc. 0.21% Reduce -0.4% 2,395 $452K
Aspire Wealth Management Corp 0.24% Reduce -2.0% 2,392 $451K
River Street Advisors LLC 0.25% Add +1.1% 2,390 $451K
Burr Financial Services, LLC 0.32% Reduce -15.7% 2,389 $451K
Cultivar Capital, Inc. 0.37% No change 2,386 $450K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.4% 2,380 $449K
First Trust Investment Solutions L.P. 0.05% Add +11.8% 2,379 $449K
Greatmark Investment Partners, Inc. 0.06% Add +4.6% 2,367 $446K
Forza Wealth Management, LLC 0.20% No change 2,364 $446K
Gsa Capital Partners LLP 0.03% Reduce -45.7% 2,359 $445K
MRA Advisory Group 0.24% Reduce -10.1% 2,353 $444K
TBH Global Asset Management, LLC 0.10% No change 2,349 $443K
Relyea Zuckerberg Hanson LLC 0.07% Add +3.3% 2,342 $442K
Avidian Wealth Enterprises, LLC 0.02% Add +7.3% 2,341 $441K
1834 Investment Advisors Co. 0.05% No change 2,337 $441K
Darwin Wealth Management, LLC 0.12% New 2,325 $438K
Truepoint, Inc. 0.01% Add +0.7% 2,320 $438K
Capital Management Associates, Inc 0.18% Add +2.2% 2,314 $436K
Prentice Wealth Management LLC 0.13% New 2,306 $435K
Nations Financial Group Inc, /Ia/ 0.03% Add +14.2% 2,305 $435K
LSV Asset Management 0.00% Reduce -42.5% 2,300 $434K
Wealth Effects LLC 0.15% Add +8.9% 2,298 $433K
Baker Tilly Wealth Management, LLC 0.19% Add +11.2% 2,296 $433K
Key Client Fiduciary Advisors, LLC 0.20% Add +0.6% 2,293 $432K
Promethium Advisors,llc 0.31% — 2,287 $432K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 2,281 $430K
Diametric Capital, LP 0.21% Reduce -26.0% 2,278 $430K
Prosperity Consulting Group, LLC 0.03% Add +32.1% 2,268 $428K
Strategic Advisors LLC 0.08% Add +2.6% 2,267 $428K
Alpha Family Trust 0.24% No change 2,265 $427K
Clayton Financial Group LLC 0.16% Reduce -1.4% 2,265 $427K
Venturi Wealth Management, LLC 0.02% Reduce -47.7% 2,252 $425K
Brass Tax Wealth Management, Inc. 0.09% Reduce -51.0% 2,249 $424K
Wealth Architects, LLC 0.05% Reduce -0.5% 2,247 $424K
Little House Capital LLC 0.12% Add +4.4% 2,241 $423K
Voisard Asset Management Group, Inc. 0.18% Add +0.6% 2,237 $422K
CoreFirst Bank & Trust 0.24% No change 2,230 $421K
Octavia Wealth Advisors, LLC 0.05% Reduce -7.3% 2,218 $419K
Montgomery Investment Management Inc. 0.15% No change 2,212 $417K
Marathon Capital Management 0.10% Add +29.4% 2,209 $417K
Eldridge Investment Advisors, Inc. 0.10% No change 2,204 $416K
True Link Financial Advisors, LLC 0.04% Reduce -0.1% 2,202 $415K
Vestor Capital, LLC 0.03% Add +11.4% 2,203 $415K
Pegasus Partners Ltd. 0.04% No change 2,198 $414K
Beach Investment Counsel Inc. 0.05% No change 2,194 $414K
Integrated Investment Consultants, LLC 0.09% Reduce -12.1% 2,185 $412K
Quadcap Wealth Management, LLC 0.06% Add +1.0% 2,184 $412K
Harbor Investment Advisory, LLC 0.04% No change 2,184 $412K
Shufro Rose & Co. LLC 0.03% No change 2,587 $411K
Aspen Investment Management Inc 0.19% No change 2,180 $411K
Rossmore Private Capital 0.05% No change 2,178 $411K
Fortitude Advisory Group L.L.C. 0.26% Reduce -3.3% 2,170 $409K
Monterey Private Wealth, Inc. 0.14% Add +0.1% 2,167 $409K
Moss Adams Wealth Advisors LLC 0.04% Add +0.7% 2,163 $408K
Hartford Financial Management Inc. 0.08% No change 2,157 $407K
Meixler Investment Management, Ltd. 0.30% Add +2.1% 2,153 $406K
FAS Wealth Partners, Inc. 0.03% Reduce -2.7% 2,147 $405K
Boston Financial Mangement LLC 0.01% No change 2,144 $404K
HTLF Bank 0.04% Reduce -0.7% 2,140 $404K
Yelin Lapidot Holdings Management Ltd. 0.07% No change 2,137 $403K
Widmann Financial Services, Inc. 0.30% No change 2,136 $403K
Clearwater Capital Advisors, LLC 0.04% Add +54.2% 2,134 $402K
Capital Wealth Planning, LLC 0.00% No change 2,133 $402K
Eubel Brady & Suttman Asset Management Inc. 0.06% No change 2,134 $402K
Peak Asset Management, LLC 0.08% No change 2,128 $401K
Three Seasons Wealth, LLC 0.21% Reduce -81.8% 2,120 $400K
Sage Rhino Capital LLC 0.09% Reduce -0.3% 2,123 $400K
Buckingham Capital Management, Inc. 0.05% Add +0.3% 2,120 $400K
Tritonpoint Wealth, LLC 0.04% Add +18.1% 2,153 $400K
Successful Portfolios LLC 0.27% Reduce -4.9% 2,118 $399K
Mayflower Financial Advisors, LLC 0.06% Add +3.0% 2,115 $399K
Cornerstone Advisory, LLC 0.05% Add +3.4% 2,110 $398K
Moloney Securities Asset Management, LLC 0.05% Reduce -2.8% 2,103 $397K
Sterling Manor Financial, LLC 0.27% Add +1.8% 2,103 $397K
Auxier Asset Management LLC 0.06% Add +0.6% 2,103 $397K
Revolve Wealth Partners, LLC 0.06% Add +17.3% 2,101 $396K
Selective Wealth Management, Inc. 0.16% No change 2,109 $395K
Compass Ion Advisors, LLC 0.05% Reduce -16.0% 2,093 $395K
Hurlow Wealth Management Group, Inc. 0.12% No change 2,091 $394K
Global Financial Private Client, LLC 0.15% Add +4.3% 2,090 $394K
Teza Capital Management LLC 0.04% No change 2,089 $394K
Parcion Private Wealth LLC 0.03% No change 2,089 $394K
NorthCrest Asset Manangement, LLC 0.01% Add +65.9% 2,089 $394K
Tevis Investment Management 0.29% Reduce -0.2% 2,085 $394K
BCU Wealth Advisors, LLC 0.23% Add +0.1% 2,087 $394K
Bantamac Capital, LLC 0.19% Reduce -9.3% 2,087 $394K
Clear Harbor Asset Management, LLC 0.03% No change 2,087 $394K
Trivium Point Advisory, LLC 0.05% Add +8.8% 2,143 $393K
Lumbard & Kellner, LLC 0.17% No change 2,085 $393K
Balyasny Asset Management L.P. 0.00% Reduce -98.9% 2,079 $392K
Peak Financial Management, Inc. 0.11% Add +0.1% 2,069 $390K
Hazlett, Burt & Watson, Inc. 0.18% Add +13.7% 2,069 $390K
Core Wealth Partners LLC 0.24% Add +1.2% 2,066 $390K
HBW Advisory Services LLC 0.06% Reduce -4.6% 2,063 $389K
Earned Wealth Advisors, LLC 0.12% New 2,061 $389K
Invenio Wealth Partners LLC 0.17% Add +2.6% 2,052 $387K
Proficio Capital Partners LLC 0.04% Reduce -33.8% 2,051 $387K
Webster Bank, N. A. 0.04% Reduce -26.1% 2,049 $386K
Hardman Johnston Global Advisors LLC 0.02% No change 2,046 $386K
Waterfront Wealth Inc. 0.09% Add +19.6% 2,218 $386K
Barrett & Company, Inc. 0.17% Reduce -1.4% 2,042 $385K
Ballast Advisors LLC 0.12% Reduce -2.0% 2,042 $385K
Kingdom Financial Group LLC. 0.29% Add +0.1% 2,038 $384K
Sfmg, LLC 0.03% Add +0.1% 2,037 $384K
Willow Creek Wealth Management Inc. 0.04% Add +1.8% 2,037 $384K
Royal Fund Management, LLC 0.03% New 2,036 $384K
Cidel Asset Management Inc. 0.03% Reduce -14.6% 2,035 $384K
First Nebraska Trust Co 0.04% No change 2,026 $382K
ARS Wealth Advisors Group, LLC 0.05% Reduce -1.1% 2,023 $381K
Capital Asset Advisory Services LLC 0.02% Add +1.2% 2,034 $381K
Bluespring Wealth Management, LLC 0.04% Add +0.4% 2,014 $380K
Alpha Cubed Investments, LLC 0.02% Add +19.2% 2,015 $380K
Maple Capital Management, Inc. 0.03% Reduce -8.3% 2,012 $379K
Peoples Financial Services Corp. 0.17% Reduce -28.6% 2,002 $378K
Settian Capital LP 0.27% New 2,000 $377K
Greenfield Savings Bank 0.18% No change 2,000 $377K
Tufton Capital Management 0.07% No change 2,000 $377K
Curran Financial Partners, LLC 0.11% Reduce -2.3% 1,997 $377K
Retirement Capital Strategies 0.15% No change 1,991 $375K
MCF Advisors LLC 0.03% Reduce -8.5% 1,981 $374K
Symphony Financial, Ltd. Co. 0.06% Add +34.1% 2,015 $374K
Van Hulzen Asset Management, LLC 0.03% Add +3.1% 1,977 $373K
Alpine Bank Wealth Management 0.06% — 1,977 $373K
Westbourne Investment Advisors, Inc. 0.13% No change 1,970 $372K
Holderness Investments Co. 0.08% Add +0.8% 1,970 $372K
Ascent Wealth Partners, LLC 0.05% No change 1,970 $372K
World Equity Group, Inc. 0.13% Reduce -3.9% 1,968 $371K
Lakeridge Wealth Management LLC 0.20% Add +0.1% 1,967 $371K
Accuvest Global Advisors 0.32% New 1,965 $371K
Clear Creek Financial Management, LLC 0.04% Add +17.0% 1,963 $370K
CVA Family Office, LLC 0.06% Add +4.4% 1,962 $370K
Basepoint Wealth LLC 0.27% Add +0.9% 1,961 $370K
Procyon Advisors, LLC 0.03% Add +0.6% 1,970 $370K
AIFG Consultants Ltd. 0.28% No change 1,959 $370K
SignalPoint Asset Management, LLC 0.09% No change 1,993 $369K
Shum Financial Group, Inc. 0.31% — 2,106 $369K
Private Capital Management LLC 0.07% New 1,956 $369K
Lansing Street Advisors 0.14% Add +23.0% 1,956 $369K
Fusion Capital, LLC 0.16% Reduce -1.5% 1,954 $368K
Laurel Wealth Advisors LLC 0.06% Reduce -0.7% 1,952 $368K
Brophy Wealth Management, LLC 0.13% — 1,951 $368K
Jacobsen Capital Management 0.15% Add +13.3% 1,949 $368K
Pinkerton Wealth, LLC 0.05% Reduce -57.3% 1,944 $367K
First Merchants Corp. 0.01% New 1,940 $366K
Roberts Glore & Co. Inc. 0.11% Reduce -2.2% 1,939 $366K
Capstone Financial Advisors, Inc. 0.02% Add +3.9% 1,937 $365K
Fort Point Capital Partners LLC 0.05% New 1,928 $364K
Old North State Wealth Management, LLC 0.20% Add +0.4% 1,923 $363K
Napatree Capital LLC 0.25% Add +17.8% 1,923 $363K
D'Orazio & Associates, Inc. 0.05% Add +2.3% 1,921 $362K
Canopy Partners, LLC 0.16% Add +59.3% 1,918 $362K
Traynor Capital Management, Inc. 0.03% Add +18.4% 1,903 $359K
WealthShield Partners, LLC 0.05% Add +1.1% 1,897 $358K
Foster Dykema Cabot & Partners, LLC 0.03% Add +37.1% 1,894 $358K
MBB Public Markets I LLC 0.03% Reduce -97.6% 1,890 $356K
Avantax Planning Partners, Inc. 0.01% Reduce -10.7% 1,887 $356K
Halter Ferguson Financial Inc. 0.20% No change 1,885 $355K
Fort, L.P. 0.90% Reduce -11.8% 1,884 $355K
Trustmark Bank Trust Department 0.03% Reduce -49.3% 1,879 $354K
SMART Wealth LLC 0.14% New 1,875 $354K
Main Street Financial Solutions, LLC 0.03% Reduce -26.5% 1,872 $353K
Wbi Investments, LLC 0.08% New 1,870 $353K
MV Capital Management, Inc. 0.04% Add +0.4% 1,865 $352K
4J Wealth Management LLC 0.27% No change 1,863 $351K
Donaldson Capital Management, LLC 0.01% Add +17.3% 1,861 $351K
Cypress Capital Group 0.04% Add +3.5% 1,860 $351K
Oak Thistle LLC 0.11% New 1,857 $350K
Dupree Financial Group, LLC 0.15% No change 1,856 $350K
Allegiance Financial Group Advisory Services LLC 0.12% New 1,856 $350K
Fulton Bank, N.A. 0.01% Add +8.3% 1,855 $350K
Tennessee Valley Asset Management Partners 0.06% Add +11.5% 1,966 $350K
Sand Hill Global Advisors, LLC 0.01% Reduce -14.7% 1,849 $349K
Financial Council, LLC 0.18% No change 1,847 $348K
Crescent Grove Advisors, LLC 0.04% No change 1,843 $348K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% Add +33.8% 1,843 $348K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +6.4% 1,839 $347K
Fee-Only Financial Planning, L.C. 0.22% No change 1,829 $345K
Seven Springs Wealth Group, LLC 0.13% No change 1,827 $345K
Camelot Portfolios, LLC 0.34% Reduce -56.8% 1,825 $344K
RB Capital Management, LLC 0.08% Add +14.6% 1,824 $344K
LS Investment Advisors, LLC 0.05% No change 1,823 $344K
L. Roy Papp & Associates, LLP 0.04% No change 1,817 $343K
Sonora Investment Management Group, LLC 0.03% Reduce -11.0% 1,815 $342K
One Wealth Advisors, LLC 0.05% Add +9.1% 1,808 $341K
FinTrust Capital Advisors, LLC 0.06% Add +7.4% 1,809 $341K
Vaughan David Investments LLC 0.01% Reduce -12.1% 1,810 $341K
LifeSteps Financial, Inc. 0.27% No change 1,806 $341K
Aviance Capital Partners, LLC 0.04% Reduce -0.2% 1,803 $340K
Centurion Wealth Management LLC 0.11% — 1,802 $340K
Darden Wealth Group Inc 0.24% No change 1,801 $340K
Morris Financial Concepts, Inc. 0.15% No change 1,800 $339K
J. L. Bainbridge & Co., Inc. 0.03% Reduce -7.4% 1,796 $339K
Interchange Capital Partners, LLC 0.12% Reduce -8.0% 1,790 $338K
Maven Securities LTD 0.04% New 1,785 $337K
Duncker Streett & Co. Inc. 0.06% No change 1,781 $336K
Intrepid Financial Planning Group LLC 0.14% No change 1,781 $336K
Sonoma Private Wealth LLC 0.52% Add +0.1% 1,779 $335K
Pacific Center for Financial Services 0.09% Add +0.1% 1,777 $335K
Verus Financial Partners, Inc. 0.04% Add +0.1% 1,798 $335K
Home Federal Bank of Tennessee 0.10% Add +18.3% 1,776 $335K
Advance Capital Management, Inc. 0.01% No change 1,772 $334K
Cowa, LLC 0.16% No change 1,771 $334K
Sterling Wealth Management, Inc. 0.12% Add +0.1% 1,768 $333K
Stablepoint Partners, LLC 0.06% Reduce -1.0% 1,763 $332K
Intellectus Partners, LLC 0.09% Reduce -2.1% 1,758 $332K
Frisch Financial Group, Inc. 0.10% Add +1.4% 1,752 $331K
New Republic Capital, LLC 0.19% Add +3.6% 1,753 $331K
Abacus Planning Group, Inc. 0.06% Add +11.7% 1,753 $331K
Beverly Hills Private Wealth, LLC 0.07% Add +10.5% 1,752 $330K
CJM Wealth Advisers, Ltd. 0.11% Add +0.7% 1,750 $330K
Gallagher Fiduciary Advisors, LLC 0.07% Add +36.2% 1,747 $330K
Fidelity D & D Bancorp Inc. 0.22% No change 1,744 $329K
WBH Advisory Inc. 0.03% Add +14.1% 1,740 $328K
Cozad Asset Management Inc. 0.03% Add +23.7% 1,738 $328K
Evermay Wealth Management LLC 0.05% Reduce -13.4% 1,733 $327K
Redhawk Wealth Advisors, Inc. 0.05% Add +0.8% 1,733 $327K
Harbor Advisory Corp. 0.11% No change 1,728 $326K
Performance Wealth Partners, LLC 0.01% New 1,726 $325K
RDA Financial Network 0.10% Add +3.4% 1,725 $325K
Cahaba Wealth Management, Inc. 0.03% No change 1,725 $325K
Geller Advisors LLC 0.02% Reduce -0.2% 1,716 $324K
Paragon Financial Partners, Inc. 0.24% No change 1,710 $323K
Hillman Capital Management, Inc. 0.11% Reduce -1.0% 1,709 $322K
Arcataur Capital Management LLC 0.11% No change 1,709 $322K
Pachira Investments Inc. 0.25% Add +14.6% 1,707 $322K
LRI Investments, LLC 0.03% Reduce -2.5% 1,804 $322K
Wolverine Trading, LLC 0.01% Reduce -92.0% 1,734 $321K
Aprio Wealth Management, LLC 0.05% Add +33.7% 1,703 $321K
CRA Financial Services, LLC 0.06% Add +1.8% 1,699 $320K
Cable Hill Partners, LLC 0.03% Add +14.7% 1,684 $318K
Beacon Harbor Wealth Advisors, Inc. 0.08% No change 1,687 $318K
Keb Asset Management, LLC 0.10% Add +2.6% 1,686 $318K
Diversified, LLC 0.03% Reduce -0.2% 1,685 $318K
Diversified Enterprises, LLC 0.03% — 1,685 $318K
Sebold Capital Management, Inc. 0.21% Add +7.1% 1,681 $317K
American Investment Services, Inc. 0.05% Add +4.2% 1,681 $317K
Reynders McVeigh Capital Management, LLC 0.02% Add +23.2% 1,681 $317K
One Charles Private Wealth Services, LLC 0.12% No change 1,678 $316K
Conway Capital Management, Inc. 0.15% New 1,675 $316K
TFB Advisors LLC 0.09% Reduce -3.7% 1,674 $316K
Alliance Wealth Advisors, LLC 0.18% Reduce -2.6% 1,671 $315K
Valley National Advisers Inc. 0.06% Reduce -16.5% 1,672 $315K
First Commonwealth Financial Corp 0.07% No change 1,657 $312K
Bouchey Financial Group, Ltd. 0.03% Add +1.0% 1,655 $312K
Patten Group, Inc. 0.07% No change 1,655 $312K
West Coast Financial LLC 0.03% Add +0.1% 1,653 $312K
Iron Gate Global Advisors LLC 0.04% No change 1,652 $312K
Grant/GrossMendelsohn, LLC 0.13% Add +0.2% 1,661 $311K
Hummer Financial Advisory Services Inc 0.24% No change 1,645 $311K
Kolinsky Wealth Management, LLC 0.20% New 1,639 $309K
First City Capital Management, Inc. 0.16% Add +7.1% 1,638 $309K
Easterly Investment Partners LLC 0.02% No change 1,637 $309K
Total Clarity Wealth Management, Inc. 0.10% Reduce -3.9% 1,633 $308K
Cornell Pochily Investment Advisors, Inc. 0.11% No change 1,632 $308K
One Day In July LLC 0.03% Add +12.1% 1,632 $308K
Symmetry Partners, LLC 0.07% Reduce -85.6% 1,630 $307K
Forbes J M & Co. LLP 0.03% Add +0.3% 1,629 $307K
Brave Asset Management Inc. 0.08% No change 1,621 $306K
Edge Capital Group, LLC 0.01% Reduce -21.1% 1,619 $305K
Seeds Investor LLC 0.11% New 1,618 $305K
First National Bank Sioux Falls 0.14% No change 1,617 $305K
Caldwell Sutter Capital, Inc. 0.14% No change 1,614 $304K
Teachers Insurance & Annuity Association of America 0.46% — 1,613 $304K
Cooper Financial Group 0.04% Add +10.8% 1,611 $304K
United Advisor Group, LLC 0.07% New 1,611 $304K
Financial Advisors, LLC 0.06% No change 1,607 $303K
Eagle Bay Advisors LLC 0.12% Reduce -0.3% 1,601 $302K
Fractal Investments LLC 0.05% No change 1,600 $302K
Crestline Management, L.P. 0.02% New 1,600 $302K
Simplicity Wealth,LLC 0.03% Reduce -94.9% 1,589 $300K
Community Trust & Investment Co. 0.02% New 1,588 $299K
Summit X, LLC 0.07% No change 1,880 $299K
Jackson Wealth Management, LLC 0.04% New 1,580 $298K
Veracity Capital LLC 0.11% Add +6.5% 1,579 $298K
Kennedy Investment Group, Inc. 0.14% Reduce -0.6% 1,578 $298K
Gries Financial LLC 0.06% Add +4.8% 1,578 $298K
F/m Investments LLC 0.01% New 1,575 $297K
Advisory Resource Group 0.06% Reduce -9.1% 1,573 $297K
Plante Moran Financial Advisors, LLC 0.03% Add +5.1% 1,573 $297K
Stonebridge Capital Advisors LLC 0.02% Add +2.1% 1,573 $297K
Charter Research & Investment Group, Inc. 0.22% No change 1,572 $296K
Ariadne Wealth Management, LP 0.16% New 1,657 $296K
W Advisors, LLC 0.18% Reduce -9.9% 1,567 $296K
Renaissance Investment Group LLC 0.06% No change 1,567 $296K
Atlantic Union Bankshares Corp 0.02% Reduce -0.6% 1,567 $296K
Central Valley Advisors, LLC 0.17% No change 1,562 $295K
Stonebrook Private Inc. 0.08% Add +11.3% 1,552 $293K
Creative Financial Designs Inc. 0.02% Add +4.2% 1,552 $293K
Missouri Trust & Investment Co 0.10% Add +1039.7% 1,550 $292K
Baldwin Wealth Partners LLC 0.02% Add +24.2% 1,548 $292K
Gilliland Jeter Wealth Management LLC 0.09% Add +1.6% 1,538 $290K
Hemenway Trust Co LLC 0.02% No change 1,538 $290K
Summit Wealth Group, LLC 0.08% Reduce -0.3% 1,538 $290K
Sunpointe, LLC 0.24% Reduce -2.4% 1,535 $290K
Brown, Lisle/Cummings, Inc. 0.09% Add +2.9% 1,536 $290K
Diversify Advisory Services, LLC 0.02% Add +5.5% 1,638 $289K
Family Firm, Inc. 0.06% Add +4.0% 1,525 $288K
Guardian Asset Advisors, LLC 0.19% New 1,515 $286K
Carmichael Hill & Associates, Inc. 0.11% Reduce -2.4% 1,513 $285K
City State Bank 0.10% Add +0.4% 1,513 $285K
Chemistry Wealth Management LLC 0.07% Add +3.4% 1,512 $285K
Cadence Bank 0.02% Reduce -2.3% 1,512 $285K
Susquehanna International Group Ltd. 0.06% New 1,510 $285K
Townsend & Associates, Inc 0.03% No change 1,565 $284K
Foster Group, Inc. 0.01% Reduce -42.8% 1,508 $284K
Clarity Capital Partners LLC 0.17% Add +14.8% 1,507 $284K
Kesler, Norman & Wride, LLC 0.06% New 1,505 $284K
Traveka Wealth, LLC 0.14% Add +7.3% 1,504 $284K
VestGen Investment Management 0.08% Add +11.4% 1,503 $283K
Naples Global Advisors, LLC 0.03% Add +0.4% 1,499 $283K
SeaBridge Investment Advisors LLC 0.07% No change 1,500 $283K
Palisade Asset Management, LLC 0.03% No change 1,500 $283K
Great Diamond Partners, LLC 0.07% No change 1,499 $283K
MSH Capital Advisors LLC 0.09% Add +5.6% 1,496 $282K
TruWealth Advisors, LLC 0.02% No change 1,496 $282K
Investment Partners, LTD. 0.12% Add +0.1% 1,495 $282K
RMR Wealth Builders 0.03% New 1,493 $282K
Lyell Wealth Management, LP 0.03% Reduce -2.6% 1,485 $280K
Liberty Wealth Management LLC 0.05% New 1,487 $280K
CKW Financial Group 0.03% Reduce -3.2% 1,502 $280K
FWG Holdings, LLC 0.14% Add +16.8% 1,596 $280K
Sharp Wealth Advisory, LLC 0.22% No change 1,483 $280K
Gould Asset Management LLC 0.06% Add +10.0% 1,482 $279K
JFS Wealth Advisors, LLC 0.02% No change 1,477 $279K
Winthrop Advisory Group LLC 0.03% Reduce -1.5% 1,474 $278K
Claret Asset Management Corp 0.05% Reduce -0.3% 1,473 $278K
Abacus Wealth Partners, LLC 0.04% Reduce -4.0% 1,474 $278K
WFA Asset Management Corp 0.15% Add +0.1% 1,472 $278K
Jeppson Wealth Management, LLC 0.10% No change 1,472 $278K
Capasso Planning Partners LLC 0.08% Add +1.2% 1,470 $277K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -2.2% 1,470 $277K
Arbor Investment Advisors, LLC 0.04% No change 1,465 $276K
Patrick M Sweeney & Associates, Inc. 0.20% Reduce -6.5% 1,464 $276K
Turtle Creek Wealth Advisors, LLC 0.06% Add +14.9% 1,459 $275K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,454 $274K
RWQ Financial Management Services, Inc. 0.09% Reduce -17.2% 1,450 $273K
Visionary Wealth Advisors 0.02% Add +4.3% 1,449 $273K
Cutter & CO Brokerage, Inc. 0.06% New 1,445 $273K
Emprise Bank 0.16% No change 1,444 $272K
Cahill Financial Advisors Inc. 0.04% Add +8.8% 1,440 $272K
First Bank & Trust 0.05% Add +7.1% 1,439 $271K
Ellis Investment Partners, LLC 0.05% Add +0.1% 1,438 $271K
Allen Capital Group, LLC 0.03% New 1,437 $271K
Bedel Financial Consulting, Inc. 0.04% Add +0.1% 1,434 $270K
Paloma Partners Management Co 0.02% New 1,434 $270K
Sienna Gestion 0.02% No change 1,436 $270K
Tucker Asset Management LLC 0.06% Add +1835.1% 1,432 $270K
Scissortail Wealth Management, LLC 0.07% Reduce -99.5% 7 $268K
Source Financial Advisors LLC 0.08% Reduce -0.6% 1,420 $268K
Johnson Bixby & Associates, LLC 0.04% Add +10.4% 1,420 $268K
Wagner Wealth Management, LLC 0.07% Reduce -9.4% 1,418 $267K
Blue Barn Wealth, LLC 0.14% New 1,412 $266K
Charter Oak Capital Management, LLC 0.02% Add +5.4% 1,404 $265K
Future Financial Wealth Managment LLC 0.19% No change 1,403 $265K
Aurora Private Wealth, Inc. 0.21% Reduce -5.3% 1,401 $264K
Consilio Wealth Advisors, LLC 0.11% New 1,399 $264K
Wellspring Financial Advisors, LLC 0.03% Reduce -2.3% 1,396 $263K
Raab & Moskowitz Asset Management LLC 0.07% New 1,392 $262K
CAP Partners, LLC 0.20% Reduce -3.4% 1,390 $262K
Sutton Place Investors LLC 0.16% Add +7.3% 1,389 $262K
Second Line Capital, LLC 0.07% New 1,386 $262K
Red Door Wealth Management, LLC 0.04% No change 1,388 $262K
Kidder Stephen W 0.08% Reduce -45.2% 1,385 $261K
Convergence Investment Partners, LLC 0.07% Reduce -22.1% 1,384 $261K
Tang Capital Management LLC 0.02% No change 1,383 $261K
Vista Investment Management 0.10% Reduce -0.9% 1,376 $259K
Castle Wealth Management LLC 0.10% No change 1,373 $259K
Dopkins Wealth Management, LLC 0.21% Reduce -32.6% 1,375 $259K
Klingenstein Fields & Co. LP 0.01% No change 1,373 $259K
Nicholas Wealth, LLC. 0.16% Add +6.8% 1,373 $259K
Elevation Point Wealth Partners, LLC 0.02% Reduce -55.1% 1,371 $259K
Terril Brothers, Inc. 0.09% No change 1,369 $258K
Physicians Financial Services, Inc. 0.08% No change 1,370 $258K
Saxon Interests, Inc. 0.12% Add +2.3% 1,368 $258K
Lifeworks Advisors, LLC 0.05% New 1,368 $258K
Bristlecone Advisors, LLC 0.02% Add +7.9% 1,366 $258K
KPP Advisory Services LLC 0.06% No change 1,366 $258K
Level Financial Advisors 0.10% No change 1,366 $258K
Fielder Capital Group LLC 0.08% No change 1,361 $257K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -2.0% 1,358 $256K
Nicolet Bankshares Inc. 0.05% Reduce -6.4% 1,356 $256K
L & S Advisors Inc 0.03% Add +0.9% 1,356 $256K
L.M. Kohn & Company 0.06% New 1,353 $255K
Kavar Capital Partners Group, LLC 0.04% No change 1,353 $255K
TFG Advisers LLC 0.09% Reduce -11.5% 1,347 $254K
Wintrust Investments LLC 0.19% Reduce -90.2% 1,351 $254K
Heritage Investment Group, Inc. 0.05% New 1,343 $253K
SouthState Bank Corp 0.02% Add +53.8% 1,343 $253K
Archvest Wealth Advisors, Inc. 0.16% Add +0.1% 1,340 $253K
Ridgepath Capital Management LLC 0.20% Add +1.9% 1,339 $252K
Olde Wealth Management, LLC 0.09% No change 1,337 $252K
Boothbay Fund Management, LLC 0.01% Reduce -94.8% 1,333 $251K
Strategic Wealth Partners, Ltd. 0.02% New 1,332 $251K
Acorns Advisers, LLC 0.00% New 1,333 $251K
Novak & Powell Financial Services, Inc. 0.15% No change 1,328 $250K
Marino, Stram & Associates LLC 0.06% No change 1,324 $250K
Bailard, Inc. 0.01% Reduce -13.6% 1,321 $249K
Hilltop National Bank 0.08% Reduce -7.4% 1,320 $249K
ORG Partners LLC 0.04% Reduce -33.3% 1,319 $249K
Sittner & Nelson, LLC 0.11% No change 1,318 $249K
Tyler-Stone Wealth Management 0.05% Add +116.8% 1,316 $248K
Vestmark Advisory Solutions, Inc. 0.01% New 1,316 $248K
Financial Perspectives, Inc 0.09% No change 1,311 $247K
Westover Capital Advisors, LLC 0.05% No change 1,310 $247K
Pin Oak Investment Advisors Inc. 0.22% No change 1,311 $247K
Boston Family Office LLC 0.02% Reduce -32.3% 1,312 $247K
Dividend Assets Capital, LLC 0.05% New 1,305 $246K
Bourgeon Capital Management LLC 0.05% Reduce -0.2% 1,301 $245K
Cabot Wealth Management Inc. 0.03% Add +2.9% 1,298 $245K
Sweeney & Michel, LLC 0.10% Add +0.2% 1,271 $245K
TCFG Wealth Management, LLC 0.12% — 1,293 $244K
Adell Harriman & Carpenter Inc. 0.02% No change 1,293 $244K
Moran Wealth Management, LLC 0.01% New 1,290 $243K
TD Capital Management LLC 0.02% Add +0.1% 1,289 $243K
Ewa, LLC 0.09% New 1,353 $241K
O'Keefe Stevens Advisory, Inc. 0.07% New 1,276 $241K
Fiduciary Alliance LLC 0.03% New 1,275 $240K
GHP Investment Advisors, Inc. 0.01% Add +9.3% 1,275 $240K
Eaton Financial Holdings Company, LLC 0.10% — 1,274 $240K
Vicus Capital 0.02% Reduce -38.1% 1,274 $240K
Shoker Investment Counsel, Inc. 0.08% New 1,272 $240K
XTX Topco Ltd 0.02% Reduce -67.3% 1,272 $240K
Stockman Wealth Management, Inc. 0.04% Add +0.4% 1,271 $240K
Mittelman Wealth Management 0.14% Reduce -55.7% 1,268 $239K
Cardinal Point Capital Management ULC 0.04% New 1,261 $238K
CWS Financial Advisors, LLC 0.08% New 1,258 $237K
Mindset Wealth Management, LLC 0.10% — 1,258 $237K
Signal Advisors Wealth, LLC 0.03% New 1,257 $237K
Northeast Financial Consultants Inc 0.01% New 1,255 $237K
Eclectic Associates Inc. 0.09% New 1,251 $236K
Narus Financial Partners, LLC 0.08% New 1,251 $236K
Eagle Rock Investment Company, LLC 0.04% New 1,250 $236K
Nadler Financial Group, Inc. 0.03% New 1,249 $236K
Five Oceans Advisors 0.11% New 1,249 $236K
Aveo Capital Partners, LLC 0.03% New 1,247 $235K
Westside Investment Management, Inc. 0.05% Add +6.0% 1,245 $235K
Asset Management Group, Inc. 0.03% New 1,245 $235K
PBMares Wealth Management LLC 0.05% New 1,243 $234K
Cetera Trust Company, N.A 0.14% No change 1,242 $234K
Sagace Wealth Management LLC 0.18% New 1,214 $234K
Linscomb Wealth, Inc. 0.01% Reduce -7.0% 1,239 $234K
Southeast Asset Advisors, LLC 0.03% New 1,239 $234K
WFA of San Diego, LLC 0.20% Reduce -0.6% 1,236 $233K
William B. Walkup & Associates, Inc. 0.14% No change 1,232 $232K
Adero Partners, LLC 0.02% New 1,229 $232K
E&G Advisors, LLC 0.06% New 1,227 $231K
Mountain Pacific Investment Advisers LLC 0.02% New 1,227 $231K
Loomis Sayles & Co. L P 0.00% Reduce -64.2% 1,224 $231K
Glen Eagle Advisors, LLC 0.04% No change 1,223 $231K
Boltwood Capital Management 0.07% New 1,221 $230K
FLC Capital Advisors 0.05% New 1,221 $230K
Indiana Trust & Investment Management Co 0.08% No change 1,218 $230K
Two Sigma Securities, LLC 0.02% Reduce -41.6% 1,218 $230K
Affinity Wealth Management LLC 0.04% New 1,217 $230K
Biltmore Family Office, LLC 0.04% New 1,212 $229K
Swisher Financial Concepts, Inc. 0.14% New 1,235 $228K
Abich Financial Wealth Management LLC 0.51% No change 1,206 $227K
Culbertson A N & Co. Inc. 0.04% New 1,206 $227K
Safeguard Financial, LLC 0.05% New 1,205 $227K
Sunbelt Securities, Inc. 0.02% Add +0.9% 1,204 $227K
MBL Wealth, LLC 0.02% New 1,202 $227K
Hexagon Capital Partners LLC 0.04% Reduce -2.0% 1,201 $226K
Sassicaia Capital Advisers LLC 0.66% New 1,200 $226K
Opal Wealth Advisors, LLC 0.07% Add +11.1% 1,197 $226K
Union Savings Bank 0.11% Add +33.4% 1,197 $226K
Horst & Graben Wealth Management LLC 0.04% New 1,196 $226K
Circle Wealth Management, LLC 0.01% New 1,196 $226K
RVW Wealth, LLC 0.02% New 1,194 $225K
First Business Financial Services, Inc. 0.02% New 1,192 $225K
LongView Wealth Management 0.07% New 1,192 $225K
Householder Group Estate & Retirement Specialist, LLC 0.07% Add +2.8% 1,191 $224K
Cooper/Haims Advisors, LLC 0.12% New 1,187 $224K
REDW Wealth LLC 0.06% New 1,186 $224K
Camden National Bank 0.03% New 1,186 $224K
B.O.S.S. Retirement Advisors, LLC 0.04% New 1,186 $224K
BlackDiamond Wealth Management, LLC 0.14% New 1,224 $224K
Smith Salley Wealth Management 0.01% New 1,184 $223K
Prosperitas Financial LLC 0.12% New 1,183 $223K
Pacific Sage Partners, LLC 0.05% New 1,179 $222K
Marietta Wealth Management, LLC 0.03% New 1,177 $222K
Burton Enright Welch 0.05% New 1,175 $222K
Smart Portfolios, LLC 0.23% New 1,174 $221K
Center for Financial Planning, Inc. 0.03% No change 1,174 $221K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.7% 1,173 $221K
Choice Wealth Advisors LLC 0.11% New 1,171 $221K
Trueblood Wealth Management, LLC 0.11% New 1,168 $220K
Marco Investment Management LLC 0.02% New 1,168 $220K
Vantage Financial Partners, LLC 0.05% New 1,166 $220K
Finivi Inc. 0.18% New 1,165 $220K
SGL Investment Advisors, Inc. 0.11% — 1,230 $219K
Beacon Financial Advisory LLC 0.07% New 1,163 $219K
Crestmont Private Wealth LLC 0.10% New 1,162 $219K
Nilsine Partners, LLC 0.03% New 1,161 $219K
Bull Street Advisors, LLC 0.10% New 1,156 $218K
PGIM Custom Harvest LLC 0.00% New 1,155 $218K
Scarborough Advisors, LLC 0.04% New 1,154 $217K
Walled Lake Planning & Wealth Management, LLC 0.08% New 1,141 $215K
Thrive Wealth Management, LLC 0.04% New 1,139 $215K
Meridian Wealth Partners, LLC 0.03% Reduce -40.6% 1,139 $215K
Birchcreek Wealth Management, LLC 0.14% Reduce -14.2% 1,133 $214K
M3 Advisory Group, LLC 0.16% New 1,133 $214K
Everpar Advisors LLC 0.11% New 1,133 $214K
Hamilton Capital, LLC 0.02% New 1,242 $213K
Naviter Wealth, LLC 0.03% New 1,128 $213K
EntryPoint Capital, LLC 0.12% Reduce -39.5% 1,128 $213K
Signet Investment Advisory Group, Inc. 0.11% New 1,125 $212K
Cornerstone Capital, Inc. 0.02% New 1,125 $212K
Abel Hall, LLC 0.14% New 1,124 $212K
Brendel Financial Advisors LLC 0.12% Reduce -90.3% 1,123 $212K
Washburn Capital Management, Inc. 0.15% New 1,124 $212K
Franklin, Parlapiano, Turner & Welch, LLC 0.05% New 1,124 $212K
NDVR, Inc. 0.22% New 1,142 $212K
CFO4Life Group, LLC 0.04% New 1,122 $212K
Cape Investment Advisory, Inc. 0.09% Add +5.7% 1,122 $212K
Pinnacle Bancorp, Inc. 0.06% No change 1,122 $212K
Apexium Financial, LP 0.01% New 1,121 $211K
Quartz Partners, LLC 0.13% — 1,120 $211K
James J. Burns & Company, LLC 0.04% New 1,115 $211K
Black Point Wealth Management 0.24% New 1,116 $211K
Operose Advisors LLC 0.07% No change 1,116 $210K
Corus Family Wealth Advisors 0.15% New 1,115 $210K
Callan Family Office, LLC 0.04% New 1,115 $210K
Legacy Capital Wealth Partners, LLC 0.04% New 1,114 $210K
McIlrath & Eck, LLC 0.03% No change 1,112 $210K
Amplius Wealth Advisors, LLC 0.02% New 1,112 $210K
KMG Fiduciary Partners, LLC 0.02% New 1,111 $210K
CFM Wealth Partners LLC 0.04% New 1,111 $210K
Gilman Hill Asset Management, LLC 0.04% New 1,111 $209K
NORTHSTAR ASSET MANAGEMENT Co 0.05% New 1,109 $209K
Beacon Investment Advisory Services, Inc. 0.01% New 1,108 $209K
Integris Wealth Management, LLC 0.06% New 1,108 $209K
First Financial Bankshares Inc 0.00% Reduce -25.8% 1,107 $209K
Calydon Capital 0.03% No change 1,313 $209K
Bedell Frazier Investment Counselling, LLC 0.05% New 1,106 $209K
Smith & Howard Wealth Management, LLC 0.06% New 1,105 $208K
Hoxton Planning & Management, LLC 0.08% New 1,103 $208K
Paragon Capital Management Ltd 0.04% New 1,103 $208K
Gateway Wealth Partners, LLC 0.06% New 1,102 $208K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -23.6% 1,101 $208K
Quantum Financial Advisors, LLC 0.03% New 1,101 $208K
Seven Mile Advisory 0.14% New 1,099 $207K
Romano Brothers and Company 0.03% New 1,098 $207K
Florida Financial Advisors, LLC 0.11% New 1,098 $207K
Cannon Wealth Management Services, LLC 0.19% — 1,098 $207K
Indie Asset Partners, LLC 0.15% New 1,096 $207K
Capital Advisors Wealth Management, LLC 0.04% New 1,092 $206K
Willis Johnson & Associates, Inc. 0.02% New 1,092 $206K
Sandy Cove Advisors, LLC 0.08% New 1,091 $206K
Dumont & Blake Investment Advisors LLC 0.05% New 1,088 $205K
Watts Gwilliam & Co., LLC 0.04% — 1,093 $205K
Hilltop Partners LLC 0.07% New 1,085 $205K
Mosaic Family Wealth Partners, LLC 0.03% New 1,085 $205K
Kelleher Financial Advisors 0.08% New 1,082 $204K
Essex Investment Management Co. LLC 0.04% No change 1,082 $204K
Insight Wealth Strategies, LLC 0.03% New 1,076 $203K
Leisure Capital Management 0.09% New 1,074 $203K
Sachetta, LLC 0.08% Add +59.4% 1,073 $202K
Peddock Capital Advisors, LLC 0.05% New 1,072 $202K
Firethorn Wealth Partners, LLC 0.10% New 1,069 $202K
Quad-Cities Investment Group, LLC 0.10% New 1,066 $201K
Total Wealth Planning, LLC 0.03% New 1,064 $201K
NCM Capital Management, LLC 0.10% New 1,064 $201K
Summit Financial Strategies, Inc. 0.02% New 1,062 $200K
Laurion Capital Management LP 0.01% Reduce -96.5% 1,060 $200K
Pittenger & Anderson Inc. 0.01% Add +615.1% 1,044 $197K
Northwest Financial Advisors 0.16% New 1,040 $196K
West Branch Capital LLC 0.07% Add +234.4% 1,040 $196K
Centerpoint Advisors, LLC 0.07% No change 1,038 $196K
Nemes Rush Group LLC 0.03% Reduce -10.1% 1,077 $189K
Avondale Wealth Management 0.12% No change 1,000 $189K
Riverview Trust Co 0.16% Add +2.1% 975 $184K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 960 $181K
Aspire Private Capital, LLC 0.04% Add +0.2% 945 $178K
Continuum Advisory, LLC 0.02% Add +82.3% 992 $177K
Sanctuary Wealth Management, L.L.C. 0.13% No change 936 $177K
West Paces Advisors Inc. 0.04% Reduce -0.7% 911 $172K
Strategic Investment Solutions, Inc. 0.05% Reduce -6.2% 901 $170K
Dunhill Financial, LLC 0.09% Add +14.8% 893 $168K
Carolinas Wealth Consulting LLC 0.03% Add +33.2% 886 $167K
PSI Advisors, LLC 0.05% No change 887 $167K
Iron Horse Wealth Management, LLC 0.06% No change 877 $165K
Ashton Thomas Securities, LLC 0.03% New 876 $165K
Birchbrook, Inc. 0.09% No change 868 $164K
Oarsman Capital, Inc. 0.03% New 862 $163K
Optimum Investment Advisors 0.07% No change 850 $160K
Denver PWM, LLC 0.06% Reduce -27.0% 850 $160K
Rosenberg Matthew Hamilton 0.04% Add +27.0% 838 $158K
Tortoise Investment Management, LLC 0.02% Reduce -0.7% 833 $157K
Manchester Capital Management LLC 0.02% Add +30.0% 828 $156K
Asset Dedication, LLC 0.01% Reduce -13.8% 822 $155K
GPS Wealth Strategies Group, LLC 0.02% Add +48.9% 819 $154K
Clearstead Trust, LLC 0.04% No change 808 $152K
Financial Avengers, Inc. 0.07% Add +0.1% 808 $152K
Rise Advisors, LLC 0.07% Reduce -4.7% 792 $149K
Bell Investment Advisors, Inc 0.03% No change 786 $148K
Global Trust Asset Management, LLC 0.05% Add +22.0% 776 $146K
SOA Wealth Advisors, LLC. 0.03% Reduce -2.3% 775 $146K
Financial Gravity Companies, Inc. 0.04% — 748 $141K
New England Capital Financial Advisors LLC 0.07% No change 700 $132K
Capstone Investment Advisors, LLC 0.00% Reduce -73.3% 697 $131K
First Community Trust NA 0.11% No change 683 $129K
E Fund Management (Hong Kong) Co., Ltd. 0.08% Add +113.0% 673 $127K
SWAN Capital LLC 0.06% No change 659 $124K
Abound Wealth Management 0.04% Reduce -17.9% 657 $124K
Ascentis Wealth Management, LLC 0.05% — 654 $123K
Princeton Global Asset Management LLC 0.02% No change 640 $121K
Spectrum Wealth Counsel, LLC 0.01% No change 639 $121K
Fortitude Family Office, LLC 0.05% Reduce -43.6% 630 $119K
Glass Jacobson Investment Advisors llc 0.04% Reduce -0.6% 627 $118K
Pathway Financial Advisers, LLC 0.05% Reduce -8.6% 616 $116K
Old Second National Bank of Aurora 0.03% Add +31.1% 590 $111K
Trifecta Capital Advisors, LLC 0.02% No change 584 $110K
Atwood & Palmer Inc. 0.01% Add +1.8% 579 $109K
Salomon & Ludwin, LLC 0.01% Reduce -29.1% 576 $109K
Financial Freedom, LLC 0.06% Add +0.2% 569 $107K
Gen-Wealth Partners Inc 0.05% Reduce -43.3% 611 $107K
GW&K Investment Management, LLC 0.00% Add +28.7% 560 $106K
State of Wyoming 0.02% Reduce -1.9% 562 $106K
Planning Capital Management Corp 0.07% Add +918.2% 560 $106K
Mark Sheptoff Financial Planning, LLC 0.06% No change 549 $104K
Rakuten Securities, Inc. 0.04% Reduce -69.0% 549 $104K
Deseret Mutual Benefit Administrators 0.05% Reduce -15.5% 545 $103K
Trust Co 0.01% Reduce -9.8% 544 $103K
Twin Lakes Capital Management, LLC 0.07% No change 540 $102K
Hemington Wealth Management 0.03% New 593 $101K
Main Street Group, LTD 0.04% Reduce -3.1% 534 $101K
Sugarloaf Wealth Management, LLC 0.02% Reduce -1.3% 533 $101K
Fairfield Financial Advisors, LTD 0.03% New 525 $99K
Reston Wealth Management LLC 0.04% New 523 $99K
Game Plan Financial Advisors, LLC 0.05% Reduce -23.6% 523 $99K
Ruedi Wealth Management, Inc. 0.03% Reduce -3.1% 523 $99K
Beacon Capital Management, LLC 0.01% Add +3.0% 509 $96K
Olistico Wealth, LLC 0.06% Reduce -14.4% 500 $94K
Heck Capital Advisors, LLC 0.01% No change 500 $94K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 501 $94K
Millburn Ridgefield LLC 0.00% Add +296.0% 491 $93K
Tsfg, LLC 0.02% Add +12.8% 485 $92K
Maryland Capital Advisors Inc. 0.04% No change 487 $92K
DT Investment Partners, LLC 0.01% Add +0.6% 485 $91K
First Financial Corp. 0.04% No change 475 $90K
Oliver Lagore Vanvalin Investment Group 0.02% Add +0.2% 459 $86K
Brown Shipley& Co Ltd 0.04% No change 456 $86K
Creative Capital Management Investments LLC 0.04% No change 451 $85K
JNBA Financial Advisors 0.01% No change 446 $84K
First United Bank & Trust 0.03% Reduce -33.3% 437 $82K
SRH Advisors, LLC 0.03% No change 437 $82K
Park Place Capital Corp 0.02% Add +133.7% 437 $82K
Bogart Wealth, LLC 0.00% Add +0.2% 435 $82K
Castleview Partners, LLC 0.05% No change 434 $82K
Pacifica Partners Inc. 0.03% No change 425 $80K
Coston, McIsaac & Partners 0.02% No change 428 $80K
Granite FO LLC 0.04% New 421 $79K
Broadwater Capital Management LLC 0.06% No change 418 $79K
Chesapeake Asset Management LLC 0.07% Add +2.5% 413 $78K
Ransom Advisory, Ltd 0.04% No change 413 $78K
Mendota Financial Group, LLC 0.04% Add +3.9% 405 $76K
Raleigh Capital Management Inc. 0.03% Add +1.3% 403 $76K
Painted Porch Advisors LLC 0.04% No change 400 $75K
Private Wealth Management Group, LLC 0.03% No change 399 $75K
EnRich Financial Partners LLC 0.03% No change 398 $75K
Wolff Wiese Magana LLC 0.05% Add +50.4% 394 $74K
Archer Investment Corp 0.02% No change 394 $74K
Perkins Coie Trust Co 0.02% No change 393 $74K
NewSquare Capital LLC 0.01% Add +210.4% 388 $73K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -0.5% 383 $72K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -20.0% 375 $71K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.8% 373 $70K
FSC Wealth Advisors, LLC 0.05% Add +27.3% 467 $70K
Core Alternative Capital 0.01% No change 372 $70K
Lowe Wealth Advisors, LLC 0.03% Add +363.8% 371 $70K
Hillsdale Investment Management Inc. 0.01% New 360 $68K
Virtus Investment Advisers, LLC 0.05% No change 358 $68K
SJS Investment Consulting Inc. 0.01% Add +19.3% 352 $66K
Covestor Ltd 0.04% Reduce -1.1% 348 $66K
Financial Management Professionals, Inc. 0.01% Add +5.1% 351 $66K
Ridgewood Investments LLC 0.03% No change 348 $66K
Ascentis Independent Advisors 0.01% New 348 $66K
RE Dickinson Investment Advisors, LLC 0.04% No change 347 $66K
Mascoma Wealth Management LLC 0.02% No change 345 $65K
Financial Network Wealth Advisors LLC 0.05% Add +0.6% 342 $65K
Cassady Schiller Wealth Management, LLC 0.02% Reduce -20.2% 340 $64K
Clarity Asset Management, Inc. 0.04% No change 337 $64K
Fortis Group Advisors, LLC 0.01% No change 331 $62K
General Partner, Inc. 0.04% No change 325 $61K
Capital Analysts, LLC 0.00% Add +8.4% 322 $60K
WealthCollab, LLC 0.04% Reduce -6.3% 315 $59K
Optiver Holding B.V. 0.00% Reduce -64.7% 315 $59K
Ameliora Wealth Management Ltd. 0.02% No change 312 $59K
Flaharty Asset Management, LLC 0.01% New 312 $59K
Valued Wealth Advisors LLC 0.04% Add +9.2% 308 $58K
Tradewinds Capital Management, LLC 0.02% Add +2.7% 307 $58K
Clear Investment Research, LLC 0.07% No change 300 $57K
Motco 0.01% Add +20.6% 298 $56K
Robinswood Financial LLC 0.02% Add +1.4% 297 $56K
FSA Wealth Management LLC 0.02% — 286 $54K
JDM Financial Group LLC 0.03% Add +5.2% 285 $54K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -1.4% 284 $54K
Erste Asset Management GmbH 0.00% Add +124.8% 281 $53K
Provenance Wealth Advisors, LLC 0.01% New 275 $52K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +0.4% 274 $52K
Catalyst Capital Advisors LLC 0.00% Add +117.7% 270 $51K
Annapolis Financial Services, LLC 0.01% Add +4.7% 265 $50K
Richardson Financial Services Inc. 0.03% Add +4.7% 310 $50K
Copeland Capital Management, LLC 0.00% New 256 $48K
TruNorth Capital Management, LLC 0.01% Add +104.8% 256 $48K
Horrell Capital Management, Inc. 0.01% New 250 $47K
Rogco, LP 0.02% Add +15.3% 241 $45K
Riggs Asset Managment Co. Inc. 0.01% Add +3.0% 237 $45K
Bfsg, LLC 0.01% Reduce -6.8% 234 $44K
Frazier Financial Advisors, LLC 0.03% Reduce -32.9% 233 $44K
Peterson Wealth Services 0.01% New 226 $43K
Quarry LP 0.01% Add +564.7% 226 $43K
Gables Capital Management Inc. 0.02% No change 224 $42K
Capital Advisors, Ltd. LLC 0.01% Add +1.4% 221 $42K
Morton Brown Family Wealth, LLC 0.01% Add +13.0% 217 $41K
Oakworth Capital, Inc. 0.00% Reduce -17.8% 217 $41K
BOK Financial Private Wealth, Inc. 0.00% No change 207 $39K
Dynamic Wealth Strategies, LLC 0.03% No change 208 $39K
Coppell Advisory Solutions LLC 0.01% Add +28.2% 209 $39K
Cornerstone Planning Group LLC 0.01% Reduce -1.8% 222 $39K
Capula Management Ltd 0.00% Reduce -40.1% 203 $38K
Macroview Investment Management LLC 0.04% Reduce -4.7% 201 $38K
Stone House Investment Management, LLC 0.01% No change 195 $37K
Aspect Partners, LLC 0.02% Reduce -0.5% 195 $37K
Mfa Wealth Advisors, LLC 0.01% No change 193 $36K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.7% 187 $35K
Truvestments Capital LLC 0.01% New 187 $35K
Bray Capital Advisors 0.01% No change 187 $35K
ANTIPODES PARTNERS Ltd 0.00% No change 185 $35K
WR Wealth Planners, LLC 0.01% Add +4.0% 183 $35K
Criterion Capital Advisors, LLC 0.02% No change 212 $34K
Meeder Asset Management Inc. 0.00% Reduce -69.1% 178 $34K
Costello Asset Management, INC 0.02% Add +92.0% 167 $31K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +75.3% 163 $31K
Kepos Capital LP 0.01% Reduce -25.9% 160 $30K
Studio Investment Management LLC 0.01% No change 158 $30K
Cedar Mountain Advisors, LLC 0.01% No change 156 $29K
Peterson Financial Group, Inc. 0.11% New 150 $28K
Knights of Columbus Asset Advisors LLC 0.00% No change 150 $28K
Knott David M Jr 0.01% New 150 $28K
Red Tortoise LLC 0.01% No change 148 $28K
O'Brien Wealth Partners LLC 0.01% New 145 $27K
Stephens Consulting, LLC 0.01% No change 143 $27K
IMA Advisory Services, Inc. 0.01% New 140 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 137 $26K
Signature Resources Capital Management, LLC 0.02% No change 136 $26K
Toth Financial Advisory Corp. 0.00% New 135 $25K
Valley Wealth Managers, Inc. 0.00% New 135 $25K
Y.D. More Investments Ltd 0.00% Add +9.2% 155 $25K
Burkett Financial Services, LLC 0.01% Add +30.9% 127 $24K
Hobbs Group Advisors, LLC 0.01% Reduce -70.6% 125 $24K
MRP Capital Investments, LLC 0.02% New 125 $24K
Pingora Partners LLC 0.02% No change 125 $24K
HighMark Wealth Management LLC 0.01% No change 122 $23K
Strengthening Families & Communities, LLC 0.01% No change 119 $22K
Halpern Financial, Inc. 0.01% No change 119 $22K
Roble, Belko & Company, Inc 0.00% Add +387.5% 117 $22K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 115 $22K
Beaird Harris Wealth Management, LLC 0.00% Reduce -91.2% 114 $21K
First Pacific Financial 0.01% No change 113 $21K
True Wealth Design, LLC 0.01% Add +27.3% 112 $21K
United Community Bank 0.01% Reduce -13.8% 112 $21K
Picton Mahoney Asset Management 0.00% Add +87.9% 109 $21K
Prestige Wealth Management Group LLC 0.00% No change 110 $21K
Avion Wealth 0.01% Add +13.4% 110 $20K
Fairway Wealth LLC 0.01% Reduce -13.7% 101 $19K
Capital Management Associates 0.02% No change 100 $19K
Gold Investment Management Ltd. 0.01% No change 100 $19K
Shay Capital LLC 0.01% New 100 $19K
MeadowBrook Investment Advisors LLC 0.02% Add +172.2% 98 $18K
Cyrus J. Lawrence, LLC 0.00% No change 100 $18K
Aviso Financial Inc. 0.00% New 93 $18K
Evolution Advisers, Inc. 0.01% No change 95 $17K
Tidemark, LLC 0.01% Add +681.8% 86 $16K
Cherry Tree Wealth Management, LLC 0.00% No change 86 $16K
Northwest Bank & Trust Co 0.01% No change 86 $16K
Bollard Group LLC 0.00% No change 85 $16K
Penserra Capital Management LLC 0.00% Reduce -77.4% 90 $16K
Grayhawk Investment Strategies Inc. 0.02% No change 81 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 79 $15K
Guardian Wealth Management, Inc. 0.01% No change 79 $15K
IAG Wealth Partners, LLC 0.00% Reduce -32.5% 79 $15K
Elevation Wealth Partners, LLC 0.01% No change 74 $14K
Highline Wealth Partners LLC 0.00% Reduce -34.3% 67 $13K
Clear Point Advisors Inc. 0.01% No change 66 $12K
Transcendent Capital Group LLC 0.01% Reduce -99.3% 65 $12K
Kings Path Partners LLC 0.01% No change 65 $12K
Avalon Trust Co 0.00% No change 65 $12K
New Age Alpha Advisors, LLC 0.01% No change 63 $12K
Northwest Capital Management Inc 0.00% No change 63 $12K
Arcadia Investment Advisors LLC 0.01% No change 62 $12K
Christopher J. Hasenberg, Inc 0.00% New 60 $11K
Robbins Farley 0.01% No change 59 $11K
CGC Financial Services, LLC 0.00% No change 59 $11K
Country Trust Bank 0.00% Reduce -36.0% 57 $11K
Pineridge Advisors LLC 0.00% No change 56 $11K
Redmont Wealth Advisors LLC 0.01% No change 50 $9K
Claris Advisors, LLC / Mo / 0.00% New 44 $8K
Summit Securities Group LLC 0.01% New 42 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 37 $7K
Dogwood Wealth Management LLC 0.00% No change 36 $7K
Bare Financial Services, Inc 0.00% No change 36 $7K
PrairieView Partners, LLC 0.00% Reduce -2.9% 34 $6K
Centennial Bank 0.00% No change 31 $6K
Pflug Koory, LLC 0.00% — 28 $5K
American Capital Advisory, LLC 0.00% No change 27 $5K
LGT Financial Advisors LLC 0.01% Reduce -70.8% 26 $5K
PayPay Securities Corp 0.44% Reduce -3.7% 26 $5K
Front Row Advisors LLC 0.00% Reduce -99.0% 25 $5K
Hoese & Co LLP 0.00% New 25 $5K
Creekmur Asset Management LLC 0.00% No change 24 $5K
Eukles Asset Management 0.00% No change 23 $4K
Raffa Wealth Management, LLC 0.00% No change 23 $4K
Osterweis Capital Management Inc. 0.00% New 22 $4K
Financial Connections Group, Inc. 0.00% Reduce -87.3% 26 $4K
Planned Solutions, Inc. 0.00% New 21 $4K
Peoples Bank 0.00% No change 20 $4K
FWL Investment Management, LLC 0.00% No change 19 $4K
Legacy Investment Solutions, LLC 0.00% — 19 $3K
Legacy Wealth Managment, LLC 0.00% — 19 $3K
Goodman Advisory Group, LLC 0.00% No change 18 $3K
Bear Mountain Capital, Inc. 0.00% Reduce -26.1% 17 $3K
Global Wealth Strategies & Associates 0.00% No change 15 $3K
Nvwm, LLC 0.00% Reduce -11.8% 15 $3K
Deane Retirement Strategies, Inc. 0.00% No change 14 $3K
Anfield Capital Management, LLC 0.00% No change 13 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 12 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -52.0% 12 $2K
Naples Money Management LLC 0.00% No change 12 $2K
Davis Capital Management 0.00% No change 12 $2K
GoalVest Advisory LLC 0.00% No change 12 $2K
Ulland Investment Advisors, LLC 0.00% No change 13 $2K
VitalStone Financial, LLC 0.00% Reduce -99.6% 9 $2K
Fairman Group, LLC 0.00% No change 8 $2K
Perritt Capital Management Inc 0.00% No change 7 $1K
Washington Growth Strategies LLC 0.05% — 223 $1K
Winch Advisory Services, LLC 0.00% No change 6 $1K
Kennebec Savings Bank 0.00% — 6 $1K
Gould Capital, LLC 0.00% No change 6 $1K
M&R Capital Management Inc. 0.00% New 6 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -98.2% 6 $1K
SYSTM Wealth Solutions LLC 0.03% — 5 $945
Bull Oak Capital, LLC 0.00% New 5 $943
First Personal Financial Services 0.00% New 2 $378
POM Investment Strategies, LLC 0.00% No change 1 $189

"% of holder's portfolio" is GE's weight in each manager's 13F, not the share of General Electric the manager owns.