IntuitINTU

13F holders, Q1 2024 (March 31)
1,943holders
13famous investors
$648.87avg. 13F price*

At the end of Q1 2024, 1,943 institutions reported holding Intuit Inc. (INTU) in their 13F filings. The largest holders were Vanguard Group Inc. ($16.9B), BlackRock Inc. ($15.7B) and State Street Corp. ($7.7B). 13 famous investors held it, including Dev Kantesaria (7.9% of Valley Forge Capital Management's portfolio), Stephen Mandel (4.6% of Lone Pine Capital's portfolio) and Philippe Laffont (1.3% of Coatue Management's portfolio).

Company
Intuit Inc.
Sector
Technology
CUSIP
461202103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,943Q1 2024Q2 2024: 1,966Q2 2024Q3 2024: 1,968Q3 2024Q4 2024: 2,067Q4 2024Q1 2025: 2,030Q1 2025Q2 2025: 2,212Q2 2025Q3 2025: 2,196Q3 2025Q4 2025: 2,268Q4 2025Q1 2026: 2,019Q1 2026Q2 2026: 1,752Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions134$335.9M
Exits108$578.0M

Ownership 1,943 holders

Vanguard Group Inc. 0.34% Add +1.1% 26,057,696 $16.9B
BlackRock Inc. 0.37% Add +3.1% 24,084,675 $15.7B
State Street Corp. 0.34% Add +2.2% 11,832,525 $7.7B
JPMorgan Chase & Co. 0.56% Add +7.5% 9,747,563 $6.3B
T. Rowe Price Associates Inc. 0.69% Reduce -12.4% 8,628,931 $5.6B
FMR LLC 0.27% Reduce -1.1% 6,133,709 $4.0B
Geode Capital Management, LLC 0.35% Add +3.7% 5,756,216 $3.7B
Wellington Management Group LLP 0.52% Add +22.4% 4,512,743 $2.9B
Morgan Stanley 0.21% Reduce -1.5% 3,987,503 $2.6B
Goldman Sachs Group Inc. 0.49% Add +1.6% 3,578,615 $2.3B
Fisher Asset Management 0.99% Add +4.7% 3,260,768 $2.1B
Brown Advisory Inc. 2.82% Reduce -8.4% 3,248,344 $2.1B
Norges Bank 0.33% Reduce -5.6% 3,174,521 $2.1B
Edgewood Management LLC 5.50% Reduce -13.9% 3,152,279 $2.0B
State Farm Mutual Automobile Insurance Co. 1.79% No change 3,058,534 $2.0B
Invesco Ltd. 0.43% Reduce -0.1% 3,046,161 $2.0B
Northern Trust Corp. 0.34% Reduce -3.3% 2,994,549 $1.9B
Bank of America Corp. 0.17% Add +9.0% 2,577,957 $1.7B
Franklin Resources Inc. 0.53% Add +0.8% 2,569,809 $1.7B
Bank of New York Mellon Corp 0.30% Reduce -2.8% 2,393,115 $1.6B
Nuveen Asset Management, LLC 0.46% Reduce -6.3% 2,378,227 $1.5B
Royal Bank of Canada 0.30% Add +0.9% 1,890,583 $1.2B
Legal & General Group Plc 0.35% Add +0.6% 1,864,740 $1.2B
T. Rowe Price Investment Management, Inc. 0.72% Add +5.9% 1,817,592 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.42% Add +1.5% 1,814,138 $1.2B
Primecap Management Co. 0.82% Reduce -2.0% 1,701,621 $1.1B
Charles Schwab Investment Management Inc. 0.24% Add +2.6% 1,613,160 $1.0B
Barclays PLC 0.46% Add +7.0% 1,573,490 $1.0B
Amundi 0.43% Reduce -7.1% 1,652,436 $1.0B
Ninety One UK Ltd 2.68% Add +1.2% 1,467,689 $954.0M
Sustainable Growth Advisers, LP 3.94% Add +0.2% 1,449,137 $941.9M
Durable Capital Partners LP 7.18% Reduce -0.7% 1,426,264 $927.1M
Ameriprise Financial Inc. 0.25% Reduce -15.2% 1,378,325 $895.9M
Principal Financial Group Inc. 0.52% Reduce -1.9% 1,351,492 $878.5M
Parnassus Investments, LLC 1.84% Reduce -1.0% 1,324,650 $861.0M
Massachusetts Financial Services Co. 0.24% Reduce -3.3% 1,257,013 $817.1M
Artisan Partners Limited Partnership 1.14% Reduce -5.0% 1,202,122 $781.4M
Capital World Investors 0.13% Add +1.0% 1,188,779 $772.7M
Alliancebernstein L.P. 0.27% Reduce -4.0% 1,173,268 $762.6M
Wells Fargo & Company 0.19% Add +1.4% 1,128,813 $733.7M
Deutsche Bank AG 0.34% Add +6.2% 1,128,438 $733.5M
Jensen Investment Management Inc. 5.43% Reduce -0.4% 1,094,629 $711.5M
Neuberger Berman Group LLC 0.53% Add +1.4% 988,832 $642.7M
Lindsell Train Ltd 13.38% Reduce -10.4% 980,995 $636.6M
UBS Group AG 0.21% Reduce -5.2% 973,297 $632.6M
Unisphere Establishment 6.30% Reduce -12.7% 960,000 $624.0M
Envestnet Asset Management Inc. 0.23% Add +1.8% 950,008 $617.5M
Macquarie Group Ltd. 0.70% Reduce -5.6% 948,132 $616.3M
Lone Pine Capital 4.63% Add +20.6% 902,450 $586.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 5.77% Reduce -1.5% 952,530 $580.8M
Schroder Investment Management Group 0.68% Add +1.3% 879,744 $571.8M
Sumitomo Mitsui Trust Group, Inc. 0.38% Reduce -4.8% 859,888 $558.9M
Swiss National Bank 0.38% Reduce -4.3% 838,300 $544.9M
Clearbridge Investments, LLC 0.41% Reduce -0.4% 795,138 $516.8M
Janus Henderson Group PLC 0.27% Reduce -1.6% 755,567 $491.1M
BNP Paribas Financial Markets 0.60% Add +221.3% 735,739 $478.2M
Fayez Sarofim & Co 1.42% Add +3.4% 731,060 $475.2M
HSBC Holdings PLC 0.33% Add +57.2% 707,400 $459.7M
Winslow Capital Management, LLC 1.64% Add +119387.1% 667,933 $434.2M
California Public Employees Retirement System 0.29% Add +7.0% 628,569 $408.6M
GQG Partners LLC 0.65% Add +18.0% 624,942 $406.2M
Pictet Asset Management Holding SA 0.44% Reduce -11.8% 624,021 $405.6M
Voya Investment Management LLC 0.44% Reduce -2.3% 595,860 $387.3M
Capital Research Global Investors 0.09% Add +0.0% 588,493 $382.5M
Ownership Capital B.V. 8.69% Reduce -7.4% 584,236 $379.8M
DSM Capital Partners LLC 5.09% Reduce -8.2% 573,149 $372.5M
Sei Investments Co. 0.55% Add +20.6% 572,531 $372.1M
Rhumbline Advisers 0.35% Add +3.1% 566,275 $368.1M
TD Asset Management Inc 0.34% Add +41.1% 557,056 $362.1M
Arrowstreet Capital, Limited Partnership 0.33% Reduce -10.0% 555,951 $361.4M
National Pension Service 0.42% Add +2.2% 540,342 $351.2M
Farallon Capital Management, L.L.C. 2.10% Add +0.8% 537,078 $349.1M
Credit Suisse AG/ 0.33% Reduce -1.1% 533,094 $346.5M
Magellan Asset Management Ltd 3.28% Reduce -6.9% 528,051 $343.2M
Vontobel Asset Management Inc. 1.89% Reduce -0.4% 503,275 $341.7M
Ako Capital LLP 4.81% Add +4.6% 522,410 $339.6M
Coatue Management 1.31% Reduce -33.2% 515,578 $335.1M
William Blair Investment Management, LLC 0.85% Add +4.6% 508,812 $330.7M
Comgest Global Investors S.A.S. 4.50% Reduce -5.1% 497,293 $323.2M
Allianz Asset Management GmbH 0.54% Reduce -27.3% 488,817 $317.7M
Dimensional Fund Advisors LP 0.09% Add +0.3% 487,665 $317.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.82% Reduce -8.4% 474,281 $308.3M
Raymond James & Associates 0.20% Add +1.7% 455,881 $296.3M
California State Teachers Retirement System 0.37% Add +0.6% 451,177 $293.3M
Valley Forge Capital Management 7.89% No change 444,881 $289.2M
Blair William & Co. 0.88% Reduce -1.0% 428,955 $278.8M
Navera Investment Management Ltd. 5.14% Add +0.8% 403,184 $262.0M
Findlay Park Partners LLP 2.38% Reduce -16.1% 398,645 $259.1M
Stifel Financial Corp. 0.29% Add +2.8% 396,212 $257.6M
New York State Common Retirement Fund 0.34% Reduce -4.5% 394,664 $256.5M
Bank of Montreal 0.07% Reduce -12.9% 363,137 $235.8M
AustralianSuper Pty Ltd 1.38% Reduce -11.9% 367,438 $235.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.32% Add +19.7% 353,156 $229.6M
Robeco Institutional Asset Management B.V. 0.50% Reduce -0.8% 351,884 $228.7M
First Trust Advisors LP 0.23% Add +2.6% 344,202 $223.7M
Mirae Asset Global Investments Co., Ltd. 0.48% Reduce -10.5% 435,321 $221.7M
Danske Bank A/S 0.70% — 340,735 $221.5M
ProShare Advisors LLC 0.58% Add +19.2% 334,930 $217.7M
Mackenzie Financial Corp. 0.31% Add +4.7% 326,360 $212.1M
Russell Investments Group, Ltd. 0.33% Add +9.4% 319,960 $207.9M
Williams Jones Wealth Management, LLC. 2.62% Add +4.5% 316,811 $205.9M
Victory Capital Management Inc. 0.20% Reduce -2.4% 315,713 $205.2M
SG Americas Securities, LLC 1.07% Add +1165.6% 315,670 $205.2M
DekaBank Deutsche Girozentrale 0.38% Reduce -2.4% 314,315 $203.2M
Handelsbanken Fonder AB 0.87% Add +3.1% 310,844 $202.0M
Natixis Advisors, LLC 0.45% Add +1.4% 303,115 $197.0M
Saturna Capital Corp. 2.68% Reduce 0.0% 298,209 $193.8M
Royal London Asset Management Ltd. 0.47% Add +0.4% 291,246 $189.3M
Liontrust Investment Partners LLP 2.60% Reduce -7.4% 286,852 $186.5M
New York State Teachers Retirement System 0.38% Add +2.0% 280,231 $182.2M
Citigroup Inc. 0.19% Add +3.3% 276,581 $179.8M
Manufacturers Life Insurance Company, The 0.16% Reduce -64.3% 268,401 $174.5M
Aberdeen Group plc 0.34% Add +4.1% 266,736 $173.4M
Adage Capital Partners Gp, L.L.C. 0.32% Reduce -4.6% 259,800 $168.9M
Korea Investment CORP 0.42% Add +5.3% 254,088 $165.2M
Bank Julius Baer & Co. Ltd, Zurich 0.62% Add +27.4% 249,495 $162.0M
W1M Investment Management Ltd 3.29% Reduce -8.8% 243,341 $158.2M
Lazard Asset Management LLC 0.20% Reduce -4.8% 236,939 $154.0M
Agf Management Ltd. 0.86% Add +69.5% 236,314 $153.6M
Storebrand Asset Management As 0.52% Reduce -1.2% 235,434 $153.0M
Rathbones Group PLC 0.88% Add +0.9% 234,848 $152.7M
Prudential Financial Inc. 0.21% Reduce -54.2% 226,856 $147.5M
LGT Capital Partners LTD. 4.59% Reduce -30.2% 226,028 $146.9M
National Bank of Canada 0.25% Reduce -16.5% 228,295 $144.4M
Skandinaviska Enskilda Banken AB (publ) 0.71% Add +13.3% 221,890 $144.3M
AXA S.A. 0.42% Add +2.1% 215,081 $139.8M
CANADA LIFE ASSURANCE Co 0.28% Add +0.8% 214,210 $139.3M
State Board of Administration of Florida Retirement System 0.32% Add +4.1% 309,673 $138.1M
Congress Asset Management Co. 0.98% Reduce -0.2% 210,869 $137.1M
Disciplined Growth Investors Inc. 2.42% Reduce -7.7% 204,436 $132.9M
STRS Ohio 0.53% Reduce -12.2% 204,169 $132.7M
Foxhaven Asset Management, LP 3.43% Reduce -25.3% 195,585 $127.1M
Toronto Dominion Bank 0.20% Add +8.3% 194,402 $126.4M
APG Asset Management N.V. 0.22% Reduce -10.5% 207,924 $125.1M
DAVENPORT & Co LLC 0.78% Reduce -0.6% 192,203 $124.6M
Susquehanna International Group, LLP 0.18% Reduce -15.1% 187,674 $122.0M
Capital International Investors 0.02% Add +0.0% 183,771 $119.5M
KBC Group NV 0.38% Reduce -39.9% 183,185 $119.1M
CCLA Investment Management 1.80% Reduce -19.4% 179,909 $116.9M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -4.5% 177,837 $115.4M
US Bancorp \de 0.16% Reduce -3.5% 176,387 $114.7M
LPL Financial LLC 0.06% Add +5.6% 174,982 $113.7M
Ensign Peak Advisors, Inc 0.21% Add +7.2% 174,681 $113.5M
Public Employees Retirement System of Ohio 0.43% Reduce -5.5% 169,928 $110.5M
State of Wisconsin Investment Board 0.29% Add +2.4% 167,883 $109.1M
State of Michigan Retirement System 0.59% No change 167,590 $108.9M
Nordea Investment Management AB 0.13% Reduce -18.5% 165,023 $107.8M
Milestone Resources Group Ltd 3.72% Reduce -0.0% 162,878 $105.9M
CIBC Private Wealth Group LLC 0.20% Reduce -1.4% 163,169 $104.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.36% Reduce -3.4% 159,194 $103.5M
State of New Jersey Common Pension Fund D 0.31% No change 159,040 $103.4M
FIL Ltd 0.10% Reduce -22.1% 158,822 $103.2M
Abn Amro Investment Solutions 1.79% Add +3.4% 158,126 $102.8M
Rivulet Capital, LLC 5.15% Reduce -26.9% 158,000 $102.7M
Truist Financial Corp. 0.15% Reduce -6.7% 155,627 $101.2M
Chevy Chase Trust Holdings, LLC 0.33% Reduce -0.8% 155,625 $101.2M
Bristol Gate Capital Partners Inc. 4.65% Reduce -0.5% 152,252 $99.0M
Quilter Plc 2.30% Reduce -2.3% 149,430 $97.1M
Ninety One North America, Inc. 4.58% Add +2.4% 144,968 $94.2M
Davis R M Inc. 1.96% Add +1.3% 144,195 $93.7M
Aviva PLC 0.32% Reduce -5.2% 144,114 $93.7M
Cerity Partners LLC 0.24% Add +17.9% 142,461 $92.6M
Zurich Insurance Group Ltd 0.84% Add +11.6% 141,023 $91.7M
Chicago Capital, LLC 2.77% Add +0.4% 139,991 $91.0M
Canada Pension Plan Investment Board 0.10% Add +2.6% 139,026 $90.4M
Perpetual Ltd 0.87% Reduce -3.7% 136,158 $88.5M
NFJ Investment Group, LLC 2.40% Reduce -7.2% 135,264 $87.9M
Hyperion Asset Management Ltd 3.65% Reduce -15.0% 133,662 $86.9M
Baillie Gifford & Co. 0.07% Reduce -1.4% 132,150 $85.9M
ShawSpring Partners LLC 10.95% Reduce -11.1% 131,169 $85.3M
Degroof Petercam Asset Management 1.02% Add +47.1% 130,766 $85.0M
Treasurer of the State of North Carolina 0.37% Add +0.7% 129,807 $84.4M
Federated Hermes, Inc. 0.19% Add +10.7% 127,272 $82.7M
Corient Private Wealth LP 0.15% Add +1.7% 126,849 $82.5M
Wedge Capital Management L L P 1.32% Reduce -2.5% 125,706 $81.7M
PNC Financial Services Group, Inc. 0.06% Reduce -0.5% 123,966 $80.6M
Asset Management One Co., Ltd. 0.30% Reduce -3.0% 121,432 $78.9M
Bartlett & Co. Wealth Management LLC 1.21% Reduce -1.5% 120,681 $78.4M
Munro Partners 2.73% Add +7.6% 117,377 $76.3M
Swedbank AB 0.11% Reduce -1.1% 116,286 $75.6M
Amova Asset Management Americas, Inc. 0.75% Reduce -28.6% 115,985 $75.4M
Employees Retirement System of Texas 0.81% Add +6.9% 114,125 $74.2M
Mn Services Vermogensbeheer B.V. 0.53% Reduce -15.8% 112,205 $72.9M
State of Tennessee, Department of Treasury 0.27% Reduce -2.7% 111,868 $72.7M
CI Investments Inc. 0.29% Reduce -2.2% 111,770 $72.7M
Rafferty Asset Management, LLC 0.27% Add +5.2% 111,729 $72.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.50% Add +17.1% 110,835 $72.0M
American International Group, Inc. 0.25% Add +4.0% 107,643 $70.0M
Nisa Investment Advisors, LLC 0.44% Reduce -6.5% 103,148 $67.0M
Bradley Foster & Sargent Inc. 1.21% Add +1.3% 103,091 $67.0M
Investment House LLC 3.87% Add +1.2% 101,423 $65.9M
CIBC Asset Management Inc 0.23% Add +28.4% 100,175 $65.1M
Bowie Capital Management, LLC 5.22% Add +25.8% 97,478 $63.4M
Fred Alger Management, LLC 0.31% Reduce -19.4% 96,407 $62.7M
Resona Asset Management Co.,Ltd. 0.37% — 96,156 $62.5M
Calamos Advisors LLC 0.45% Reduce -7.5% 95,966 $62.4M
NS Partners Ltd 2.86% Add +0.2% 95,520 $62.1M
Comerica Bank 0.26% Reduce -3.7% 94,216 $61.2M
DF Dent & Co. Inc. 0.74% Add +1.3% 93,431 $60.7M
UMB Bank, n.a. 0.95% Reduce -10.3% 92,599 $60.2M
Los Angeles Capital Management LLC 0.20% Reduce -38.4% 91,932 $59.8M
Mar Vista Investment Partners LLC 2.58% Reduce -4.0% 91,019 $59.2M
Keybank National Association 0.24% Reduce -2.9% 90,552 $58.9M
Baird Financial Group, Inc. 0.12% Reduce -5.8% 90,004 $58.5M
Johnson Investment Counsel Inc. 0.63% Reduce -22.7% 89,510 $58.2M
Nomura Asset Management Co. Ltd. 0.21% Reduce -1.8% 88,202 $57.3M
B. Metzler seel. Sohn & Co. AG 0.63% Add +0.4% 87,697 $57.0M
Pinebridge Investments, L.P. 0.45% Reduce -13.4% 87,635 $57.0M
Focus Partners Wealth 0.45% Add +1.9% 85,809 $55.8M
Erste Asset Management GmbH 0.76% Add +1.1% 85,731 $55.6M
Birch Hill Investment Advisors LLC 2.69% Reduce -0.7% 84,893 $55.2M
Palestra Capital Management LLC 2.10% Reduce -11.6% 84,322 $54.8M
APG Asset Management US Inc. 0.32% Add +52.5% 85,638 $54.8M
Caisse de depot et placement du Quebec 0.13% Reduce -10.2% 83,481 $54.3M
Fernbridge Capital Management LP 4.14% Reduce -23.2% 82,970 $53.9M
Nissay Asset Management Corp. /Japan 0.37% Add +1.0% 82,724 $53.8M
ING Groep NV 0.37% Reduce -22.3% 82,334 $53.5M
Forsta Ap-Fonden 0.45% Add +8.9% 81,700 $53.1M
Arizona State Retirement System 0.36% Add +1.9% 80,333 $52.2M
Guggenheim Capital LLC 0.36% Reduce -6.4% 78,441 $51.0M
Nippon Life Global Investors Americas, Inc. 2.36% Add +6.4% 77,660 $50.5M
Regions Financial Corp. 0.38% Reduce -1.3% 77,596 $50.4M
Qube Research & Technologies Ltd 0.09% Add +96.2% 76,923 $50.0M
MetLife Investment Management, LLC 0.34% Reduce -3.1% 76,715 $49.9M
Martingale Asset Management L P 0.99% Reduce -7.8% 76,027 $49.4M
Aquatic Capital Management LLC 1.61% Add +168.8% 75,800 $49.3M
Suncoast Equity Management 5.78% Add +2.8% 75,753 $49.2M
Artemis Investment Management LLP 0.63% Reduce -4.4% 74,781 $48.6M
King Luther Capital Management Corp. 0.22% Add +3.2% 74,072 $48.1M
Capital Fund Management S.A. 0.58% New 72,508 $47.1M
Alta Capital Management LLC/ 2.90% Reduce -4.3% 72,338 $47.0M
Haverford Trust Co 0.49% Reduce -1.4% 72,289 $47.0M
E. Ohman J:or Asset Management AB 1.18% Add +550.8% 71,484 $46.5M
Allspring Global Investments Holdings, LLC 0.07% Reduce -6.9% 71,454 $46.4M
Mogy Joel R Investment Counsel Inc. 3.13% Reduce -1.4% 70,888 $46.1M
Geneva Capital Management LLC 0.81% Reduce -2.2% 70,800 $46.0M
HighTower Advisors, LLC 0.07% Add +10.5% 70,376 $45.9M
DNB Asset Management AS 0.24% Reduce -23.5% 70,599 $45.9M
Wilkinson Global Asset Management LLC 2.81% Reduce -0.6% 68,814 $44.7M
Sather Financial Group Inc 3.20% Reduce -24.1% 68,688 $44.6M
Swiss Life Asset Management Ltd 0.62% Add +18.2% 68,426 $44.5M
Tredje AP-fonden 0.46% Add +14.2% 68,187 $44.3M
NorthCrest Asset Manangement, LLC 1.48% Reduce -4.7% 66,731 $43.4M
Asset Advisors Investment Management, LLC 4.84% Add +0.2% 66,430 $43.2M
Andra AP-fonden 0.74% New 63,900 $41.5M
Laurion Capital Management LP 1.15% New 63,417 $41.2M
Baxter Bros Inc. 5.25% Reduce -3.1% 63,009 $41.0M
Xponance LLC 0.42% Reduce -0.1% 61,898 $40.2M
Retirement Systems of Alabama 0.16% Add +0.0% 61,785 $40.2M
EULAV Asset Management 1.10% Reduce -0.3% 61,610 $40.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Add +0.1% 61,454 $39.9M
Ycg, LLC 3.16% Reduce -2.2% 61,440 $39.7M
M&T Bank Corp 0.14% Reduce -1.5% 60,876 $39.6M
Amalgamated Bank 0.34% Reduce -13.3% 60,582 $39.4M
Commonwealth Equity Services, LLC 0.07% Reduce -4.4% 60,355 $39.2M
Mediolanum International Funds Ltd 0.64% — 60,298 $39.1M
Styrax Capital, LP 2.81% Reduce -50.0% 60,155 $39.1M
Guinness Asset Management LTD 0.81% Add +9.2% 60,064 $39.0M
Zacks Investment Management 0.41% Add +10.2% 59,287 $38.5M
Varma Mutual Pension Insurance Co 0.33% Add +150.2% 58,975 $38.3M
Gillson Capital LP 3.63% Add +183.4% 58,811 $38.2M
Cresset Asset Management, LLC 0.18% Add +35.2% 58,388 $38.0M
Dearborn Partners LLC 1.62% Reduce -23.0% 58,086 $37.8M
Texas Permanent School Fund Corp. 0.30% No change 57,869 $37.6M
IFM Investors Pty Ltd 0.41% Reduce -0.7% 57,785 $37.6M
Teacher Retirement System of Texas 0.24% Reduce -22.7% 57,759 $37.5M
Captrust Financial Advisors 0.14% Add +4.8% 57,646 $37.5M
Kinetic Partners Management, LP 2.57% New 56,700 $36.9M
Daiwa Securities Group Inc. 0.21% Add +15.9% 56,218 $36.5M
Lord, Abbett & Co. LLC 0.12% Reduce -1.8% 56,102 $36.5M
Candriam S.C.A. 0.23% Add +25.1% 55,647 $36.2M
Flossbach Von Storch SE 0.15% Reduce -63.6% 54,257 $35.3M
Pathstone Holdings, LLC 0.17% Add +24.6% 54,100 $35.2M
Taurus Asset Management, LLC 3.54% Reduce -5.0% 53,744 $34.9M
Boston Common Asset Management, LLC 0.82% Reduce -8.7% 52,609 $34.2M
Vontobel Holding Ltd. 0.27% Reduce -2.2% 52,421 $34.1M
USS Investment Management Ltd 0.28% Add +0.1% 52,407 $34.1M
United Capital Financial Advisors, LLC 0.28% Reduce -6.4% 52,124 $33.9M
Quintet Private Bank (Europe) S.A. 1.50% Reduce -18.6% 45,606 $33.7M
Daiichi Life Insurance Co., Ltd. 0.75% Reduce -9.8% 51,299 $33.3M
ARK Investment Management 0.23% Reduce -21.0% 51,293 $33.3M
Nichols & Pratt Advisers LLP 2.24% Reduce -2.9% 51,374 $33.3M
UniSuper Management Pty Ltd 0.31% Add +10.1% 50,531 $32.8M
Shelton Capital Management 0.94% Add +7.5% 50,484 $32.8M
Creative Planning 0.04% Add +7.1% 50,399 $32.8M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -79.4% 50,340 $32.7M
North Star Asset Management Inc. 1.53% Reduce -2.5% 49,938 $32.5M
Prio Wealth Limited Partnership 0.93% Add +13.6% 49,323 $32.1M
Czech National Bank 0.41% Add +0.3% 49,255 $32.0M
Fifth Third Bancorp 0.13% Reduce -2.3% 49,243 $32.0M
Bath Savings Trust Co 3.39% Add +0.1% 49,204 $32.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.35% Add +3.6% 49,140 $31.9M
ThornTree Capital Partners LP 5.34% Reduce -20.0% 48,740 $31.7M
Benjamin F. Edwards & Company, Inc. 0.57% Add +5.4% 48,634 $31.6M
Mariner, LLC 0.07% Add +3.4% 48,562 $31.6M
Battery Global Advisors, LLC 25.59% Reduce -4.5% 48,550 $31.6M
Gateway Investment Advisers LLC 0.36% Reduce -11.3% 48,389 $31.5M
Squarepoint Ops LLC 0.13% Add +40.1% 48,161 $31.3M
Assetmark, Inc. 0.10% Add +8.4% 47,961 $31.2M
Adams Diversified Equity Fund, Inc. 1.10% No change 47,600 $30.9M
Utah Retirement Systems 0.36% Reduce -0.1% 47,396 $30.8M
Cibc World Markets Corp. 0.20% Reduce -55.9% 47,245 $30.7M
Cetera Investment Advisers 0.07% Add +291.1% 46,756 $30.4M
Advent International, L.P. 0.53% Add +46.5% 46,643 $30.3M
American Century Companies Inc. 0.02% Reduce -10.7% 46,541 $30.3M
Bank of Nova Scotia 0.06% Reduce -65.8% 46,054 $29.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.37% Add +1.8% 45,582 $29.6M
Marex Group Ltd 0.96% New 45,500 $29.6M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +5.2% 45,279 $29.4M
Clifford Swan Investment Counsel LLC 1.09% Reduce -1.6% 45,275 $29.4M
Tran Capital Management, L.P. 3.27% Reduce -10.3% 45,135 $29.3M
Connectus Wealth, LLC 0.80% Reduce -48.2% 45,132 $29.3M
Manning & Napier Group, LLC 0.37% Reduce -4.1% 44,992 $29.2M
Cookson Peirce & Co. Inc. 1.56% Reduce -0.4% 44,942 $29.2M
Manchester Global Management (UK) Ltd 4.97% Add +70.0% 43,526 $28.3M
National Mutual Insurance Federation of Agricultural Cooperatives 0.29% No change 42,900 $27.9M
Chilton Capital Management LLC 1.32% Add +3.1% 42,790 $27.8M
New York Life Investment Management LLC 0.27% Reduce -3.4% 42,449 $27.6M
DE Burlo Group Inc. 3.61% Reduce -11.7% 41,815 $27.2M
Man Group plc 0.07% Add +13.9% 41,337 $26.9M
Ilmarinen Mutual Pension Insurance Co 0.33% Add +3.3% 41,324 $26.9M
Beacon Investment Advisory Services, Inc. 1.15% Reduce -1.6% 41,130 $26.7M
Troy Asset Management Ltd 0.80% Reduce -0.1% 40,877 $26.6M
Assenagon Asset Management S.A. 0.07% Add +117.8% 40,148 $26.1M
Wendell David Associates Inc. 2.64% Reduce -1.0% 40,121 $26.1M
Public Employees Retirement Association of Colorado 0.11% Reduce -4.5% 40,039 $26.0M
Orion Porfolio Solutions, LLC 0.28% Reduce -6.0% 39,634 $25.8M
Orion Portfolio Solutions, LLC 0.28% Reduce -6.0% 39,634 $25.8M
Oppenheimer Asset Management Inc. 0.38% Reduce -23.2% 39,502 $25.7M
Wealthfront Advisers LLC 0.09% Add +0.7% 39,415 $25.6M
MML Investors Services, LLC 0.11% Reduce -2.3% 39,374 $25.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.29% Reduce -3.4% 39,454 $25.6M
Teachers Retirement System of the State of Kentucky 0.23% Add +2.5% 39,236 $25.5M
McDaniel Terry & Co. 2.26% Reduce -0.2% 39,039 $25.4M
Hillman Co. 11.83% No change 38,994 $25.3M
Moran Wealth Management, LLC 0.82% Reduce -0.9% 38,908 $25.3M
Davidson Investment Advisors 1.31% Add +2.9% 38,745 $25.2M
D. E. Shaw & Co. 0.03% Reduce -26.1% 38,649 $25.1M
Main Street Research LLC 1.71% Add +5.8% 38,590 $25.1M
Connor, Clark & Lunn Investment Management Ltd. 0.11% New 38,413 $25.0M
Achmea Investment Management B.V. 0.47% Add +0.6% 38,329 $24.9M
Louisiana State Employees Retirement System 0.48% Reduce -2.0% 38,300 $24.9M
State of Alaska, Department of Revenue 0.28% Reduce -6.2% 38,124 $24.8M
Yousif Capital Management, LLC 0.27% Reduce -1.8% 38,035 $24.7M
Whittier Trust Co. 0.36% Add +2.2% 37,753 $24.5M
Mutual of America Capital Management LLC 0.26% Add +0.6% 37,718 $24.5M
Jasper Ridge Partners, L.P. 0.76% Add +0.1% 37,165 $24.2M
Sapient Capital LLC 0.53% Add +1.5% 36,966 $24.0M
Pacer Advisors, Inc. 0.06% Reduce -1.9% 36,891 $24.0M
AQR Capital Management 0.04% Add +0.6% 36,766 $23.9M
Curi Capital, LLC 0.55% Reduce -9.3% 36,422 $23.7M
1832 Asset Management L.P. 0.04% Reduce -22.4% 35,912 $23.3M
Florida Trust Wealth Management Co 0.79% Reduce -0.8% 35,714 $23.2M
Allen Investment Management, LLC 0.29% Add +26.8% 35,640 $23.2M
SteelPeak Wealth, LLC 1.19% Add +3.6% 35,621 $23.2M
M&G PLC 0.16% — 35,106 $22.8M
Rockland Trust Co. 1.19% Reduce -4.4% 34,857 $22.7M
Harvest Portfolios Group Inc. 0.86% Reduce -5.8% 33,851 $22.0M
Citadel Advisors 0.02% Reduce -54.0% 33,442 $21.7M
Talbot Financial, LLC 2.89% Reduce -0.3% 33,194 $21.6M
Sit Investment Associates Inc. 0.49% Reduce -6.7% 32,720 $21.3M
Northwest & Ethical Investments L.P. 0.60% Add +2.5% 32,274 $21.0M
Cim, LLC 3.17% Reduce -1.1% 32,197 $20.9M
Raub Brock Capital Management LP 4.43% Reduce -7.4% 32,162 $20.9M
Tiaa Trust, National Association 0.06% Reduce -1.1% 32,113 $20.9M
Gulf International Bank (UK) Ltd 0.52% Add +2.9% 31,997 $20.8M
Osaic Holdings, Inc. 0.05% Reduce -57.7% 31,888 $20.7M
Montag & Caldwell, LLC 3.54% Reduce -2.7% 31,586 $20.5M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -2.3% 31,216 $20.3M
Janney Montgomery Scott LLC 0.06% Add +3.2% 30,395 $19.8M
Prudential PLC 0.16% Add +91.0% 30,322 $19.7M
Segment Wealth Management, LLC 1.49% Add +3.8% 30,217 $19.6M
Westpac Banking Corp. 1.48% Reduce -6.1% 29,827 $19.4M
Lyell Wealth Management, LP 1.94% Reduce -0.9% 29,400 $19.1M
Forte Capital LLC 2.36% Reduce -2.3% 29,388 $19.1M
Millennium Management 0.02% Add +0.3% 29,284 $19.0M
Jupiter Asset Management Ltd. 0.18% Add +19.9% 29,270 $19.0M
Abner Herrman & Brock LLC 2.37% Reduce -1.3% 29,226 $19.0M
Lido Advisors, LLC 0.17% Add +78.3% 29,021 $18.9M
Copeland Capital Management, LLC 0.34% Add +7.9% 28,733 $18.7M
Overbrook Management Corp 4.95% Reduce -21.9% 28,336 $18.4M
Credit Agricole S A 0.31% Add +33.1% 30,197 $18.4M
Mercer Global Advisors Inc. 0.05% Add +10.6% 27,550 $18.0M
Schaper Benz & Wise Investment Counsel Inc. 1.50% Add +0.5% 27,676 $18.0M
CW Advisors, LLC 0.31% Add +0.9% 27,636 $18.0M
Wealth Enhancement Advisory Services, LLC 0.05% Add +13.6% 27,268 $17.7M
Illinois Municipal Retirement Fund 0.27% Add +65.3% 27,264 $17.7M
Wilson Asset Management (international) PTY Ltd. 4.54% Reduce -10.7% 27,049 $17.6M
iA Global Asset Management Inc. 0.36% Reduce -3.5% 26,977 $17.5M
Earnest Partners LLC 0.08% Reduce -46.2% 26,843 $17.4M
Envestnet Portfolio Solutions, Inc. 0.07% Add +7.9% 26,708 $17.4M
Profund Advisors LLC 0.66% Reduce -4.1% 26,054 $16.9M
Sumitomo Mitsui Financial Group, Inc. 0.52% Add +1.2% 25,999 $16.9M
Gabelli Funds LLC 0.13% Add +0.1% 25,927 $16.9M
O'shaughnessy Asset Management, LLC 0.19% Add +23.4% 25,822 $16.8M
Van Eck Associates Corp. 0.03% Reduce -7.3% 25,621 $16.7M
Commerce Bank 0.11% Reduce -3.5% 25,586 $16.6M
Sycomore Asset Management 3.63% Add +55.0% 25,514 $16.6M
Elo Mutual Pension Insurance Co 0.39% Add +4.5% 25,578 $16.6M
AMF Tjanstepension AB 0.12% Reduce -61.6% 25,247 $16.4M
Appleton Partners Inc. 1.26% Reduce -8.4% 25,027 $16.3M
Atria Investments, Inc 0.22% Reduce -4.6% 24,927 $16.2M
Middleton & Co. Inc. 1.86% Reduce -4.3% 24,759 $16.1M
Wilmington Savings Fund Society, FSB 0.61% — 24,558 $16.0M
Cary Street Partners Investment Advisory LLC 0.67% Reduce -10.3% 24,429 $15.9M
Vanguard Personalized Indexing Management, LLC 0.34% Add +22.5% 24,259 $15.8M
Alley Investment Management Company, LLC 2.16% Reduce -9.2% 24,148 $15.7M
Aptus Capital Advisors, LLC 0.34% Add +8.3% 24,133 $15.7M
Zevenbergen Capital Investments LLC 0.33% Add +0.1% 24,071 $15.6M
Makena Capital Management LLC 3.64% Reduce -2.7% 24,052 $15.6M
Rockefeller Capital Management L.P. 0.05% Add +21.1% 24,028 $15.6M
Oregon Public Employees Retirement Fund 0.31% Add +9.5% 23,948 $15.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.49% Add +25.6% 23,656 $15.4M
Trust Co. of Vermont 0.85% Add +1.7% 23,456 $15.2M
Ethic Inc. 0.39% Add +10.2% 23,447 $15.2M
Baron Capital (BAMCO) 0.04% Add +33.9% 23,419 $15.2M
Compagnie Lombard Odier SCmA 0.27% Add +67.0% 23,329 $15.2M
HFR Wealth Management, LLC 3.83% Reduce -0.5% 23,278 $15.1M
Crossmark Global Holdings, Inc. 0.29% Add +23.7% 23,258 $15.1M
Gratus Capital, LLC 0.70% Add +1.9% 23,256 $15.1M
Parallel Advisors, LLC 0.41% Reduce -1.3% 23,102 $15.0M
Sienna Gestion 1.27% — 22,709 $14.8M
Tower Research Capital LLC (TRC) 0.35% Reduce -55.7% 22,449 $14.6M
First Horizon Advisors, Inc. 0.45% Reduce -2.3% 22,303 $14.5M
JGP Wealth Management, LLC 2.08% Add +786.3% 22,059 $14.3M
Polar Capital Holdings Plc 0.07% Reduce -45.1% 21,707 $14.1M
Northstar Asset Management Inc. 2.46% Reduce -16.2% 21,586 $14.0M
YHB Investment Advisors, Inc. 1.24% Reduce -0.8% 21,527 $14.0M
Kentucky Retirement Systems 0.41% Reduce -5.2% 21,259 $13.8M
Sheets Smith Wealth Management 1.54% Add +32.6% 21,219 $13.8M
Liberty Capital Management, Inc. 3.34% Reduce -3.4% 20,850 $13.6M
Hamilton Capital Partners Inc. 1.64% Add +65.5% 20,819 $13.5M
Meiji Yasuda Life Insurance Co 0.29% Add +134.3% 20,792 $13.5M
Cohen Klingenstein LLC 0.50% No change 20,600 $13.4M
Trajan Wealth LLC 0.90% — 20,504 $13.3M
First Long Island Investors, LLC 1.10% No change 20,400 $13.3M
Laurus Global Equity Management Inc. 4.65% Reduce -43.5% 15,050 $13.3M
QRG Capital Management, Inc. 0.17% Add +23.6% 20,288 $13.2M
Bokf, NA 0.24% Add +11.8% 20,539 $13.1M
Maryland State Retirement & Pension System 0.26% Add +0.4% 21,350 $13.1M
Calamos Wealth Management LLC 0.75% Add +1.6% 20,107 $13.1M
Barlow Wealth Partners, LLC 1.78% Reduce -16.1% 21,020 $13.1M
Gradient Investments LLC 0.30% Reduce -1.4% 19,945 $13.0M
Global X Japan Co., Ltd. 2.75% Add +696.4% 19,911 $12.9M
Atalanta Sosnoff Capital, LLC 0.30% Reduce -7.2% 19,883 $12.9M
Shell Asset Management Co. 0.59% Reduce -7.9% 19,660 $12.9M
Arcadia Investment Management Corp. 2.27% Reduce -1.1% 19,734 $12.8M
Bessemer Group Inc. 0.02% Add +14.2% 19,676 $12.8M
Patten & Patten Inc. 0.91% Reduce -0.1% 19,640 $12.8M
Montag A & Associates Inc. 0.64% Add +0.8% 19,630 $12.8M
Glenmede Trust Co. NA 0.06% Reduce -0.1% 18,989 $12.3M
Ieq Capital, LLC 0.18% Add +4.0% 18,969 $12.3M
Hantz Financial Services, Inc. 0.24% Reduce -3.4% 18,810 $12.2M
Sara-Bay Financial 5.39% Add +0.3% 18,774 $12.0M
NewEdge Advisors, LLC 0.10% Add +7.5% 18,396 $12.0M
Advisors Asset Management, Inc. 0.23% Add +6.3% 18,386 $12.0M
Huntington National Bank 0.13% Add +5.8% 18,333 $11.9M
Hartford Investment Management Co. 0.42% Reduce -4.2% 18,098 $11.8M
McKinley Carter Wealth Services, Inc. 0.78% Add +1.5% 18,061 $11.7M
Jane Street Group, LLC 0.02% Reduce -71.5% 18,049 $11.7M
Impax Asset Management Group plc 0.04% Reduce -31.3% 17,959 $11.7M
Peapack Gladstone Financial Corp. 0.18% Reduce -0.1% 17,903 $11.6M
Financial Counselors Inc. 0.19% Reduce -1.4% 17,763 $11.5M
XXEC, Inc. 8.67% No change 17,730 $11.5M
Banque Cantonale Vaudoise 0.45% Reduce -7.7% 17,677 $11.5M
Amica Mutual Insurance Co. 1.16% Reduce -6.8% 17,516 $11.4M
Bailard, Inc. 0.31% Reduce -4.2% 17,402 $11.3M
Citizens Financial Group Inc. 0.38% Add +8.7% 17,313 $11.3M
GHP Investment Advisors, Inc. 0.55% Reduce -1.5% 17,152 $11.1M
Evexia Wealth LLC 4.55% Add +6.7% 17,804 $11.1M
2Xideas AG 1.35% Reduce -19.9% 16,976 $11.0M
BI Asset Management Fondsmaeglerselskab A/S 0.21% Add +22.2% 16,941 $11.0M
Allianz SE 0.34% — 16,839 $10.9M
Azimuth Capital Investment Management LLC 0.45% Add +0.4% 16,825 $10.9M
Motco 0.65% Reduce -2.0% 16,784 $10.9M
Ithaka Group LLC 2.05% Reduce -6.7% 16,768 $10.9M
Central Bank & Trust Co. 1.55% Reduce -8.6% 16,745 $10.9M
Headinvest, LLC 2.12% Reduce -7.3% 16,707 $10.9M
Cullen/Frost Bankers, Inc. 0.16% Reduce -7.1% 16,649 $10.8M
Securian Asset Management, Inc. 0.31% Reduce -7.1% 16,489 $10.7M
Cwm, LLC 0.05% Add +12.9% 16,407 $10.7M
Acadian Asset Management LLC 0.04% Add +62.3% 16,327 $10.6M
NEOS Investment Management LLC 0.66% Add +19.9% 16,311 $10.6M
Natixis 0.06% Reduce -50.9% 16,196 $10.5M
Wolverine Trading, LLC 0.11% Add +67.0% 16,123 $10.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -6.4% 16,113 $10.5M
Thematics Asset Management 0.43% Add +3.1% 16,059 $10.4M
Twin Tree Management, LP 0.23% Reduce -32.1% 15,914 $10.3M
Anderson Hoagland & Co. 1.15% Reduce -18.4% 16,351 $10.3M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.49% No change 15,685 $10.2M
Tocqueville Asset Management L.P. 0.17% Reduce -0.0% 15,677 $10.2M
SVB Wealth LLC 0.23% Reduce -8.3% 15,650 $10.2M
SYSTM Wealth Solutions LLC 1.28% Add +4.1% 15,611 $10.1M
Pinnacle Financial Partners Inc 0.22% Add +7.3% 15,425 $10.0M
Quantinno Capital Management LP 0.22% Add +4.3% 15,339 $10.0M
Ferguson Wellman Capital Management, Inc. 0.20% Reduce -0.7% 15,257 $9.9M
Addenda Capital Inc. 0.37% Reduce -6.0% 15,168 $9.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +138.2% 15,055 $9.8M
Bright Rock Capital Management, LLC 2.02% No change 15,000 $9.8M
Avantax Advisory Services, Inc. 0.09% Add +4.8% 14,983 $9.7M
Cornerstone Advisors, LLC 0.40% Reduce -3.3% 14,900 $9.7M
LMCG Investments, LLC 0.56% Reduce -0.6% 14,680 $9.5M
Pitcairn Co. 0.62% Reduce -1.0% 14,626 $9.5M
Stephens Inc. 0.15% Reduce -7.7% 14,604 $9.5M
CWA Asset Management Group, LLC 0.58% Add +8.9% 14,565 $9.5M
Whittier Trust Co. of Nevada Inc. 0.27% Add +1.2% 14,489 $9.4M
Picton Mahoney Asset Management 0.39% Add +0.1% 14,425 $9.4M
American Money Management, LLC 1.95% Reduce -1.9% 14,404 $9.4M
Marsico Capital Management LLC 0.31% No change 14,365 $9.3M
Metis Global Partners, LLC 0.34% Add +1.3% 14,356 $9.3M
Parkwood LLC 0.97% Add +174.1% 14,229 $9.2M
Thrivent Financial for Lutherans 0.02% Reduce -0.3% 14,159 $9.2M
Tidal Investments LLC 0.16% Add +42.0% 14,136 $9.2M
New Mexico Educational Retirement Board 0.33% Reduce -3.4% 14,078 $9.2M
L & S Advisors Inc 1.16% Reduce -8.7% 14,001 $9.1M
Chartwell Investment Partners, LLC 0.31% Reduce -4.0% 13,976 $9.1M
Oak Ridge Investments LLC 0.91% Add +4.4% 13,928 $9.1M
Elk River Wealth Management LLC 1.84% Reduce -9.1% 13,912 $9.0M
BTC Capital Management, Inc. 0.83% — 13,907 $9.0M
Walleye Capital LLC 0.11% New 13,820 $9.0M
MAI Capital Management 0.09% Add +149.4% 13,698 $8.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.70% Reduce -0.4% 13,691 $8.9M
Cyrus J. Lawrence, LLC 1.97% — 13,666 $8.9M
Unio Capital LLC 3.89% Reduce -2.6% 13,605 $8.8M
GAM Holding AG 0.63% Add +127.6% 13,366 $8.7M
Teamwork Financial Advisors, LLC 1.31% New 13,128 $8.5M
TD Waterhouse Canada Inc. 0.06% Add +31.1% 13,301 $8.4M
Kingfisher Capital LLC 2.03% Reduce -1.6% 12,880 $8.4M
Eagle Capital Management, LLC 3.70% Reduce -0.8% 12,663 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.90% Reduce -11.9% 12,573 $8.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -22.2% 12,562 $8.2M
Fulcrum Capital LLC 1.94% Reduce -0.9% 12,548 $8.2M
Lindbrook Capital, LLC 0.75% Reduce -0.6% 12,289 $8.0M
Norinchukin Bank, The 0.24% Reduce -2.0% 12,201 $7.9M
First Western Trust Bank 0.36% Reduce -4.9% 12,095 $7.9M
Verition Fund Management LLC 0.08% Add +14.3% 11,956 $7.8M
Madison Asset Management, LLC 0.10% Reduce -2.6% 11,913 $7.7M
Phoenix Financial Ltd. 0.11% Add +454.0% 11,878 $7.7M
Advisory Services Network, LLC 0.17% Add +3.2% 11,779 $7.7M
Taikang Asset Management (Hong Kong) Co Ltd 1.61% Reduce -5.6% 11,773 $7.7M
Townsquare Capital LLC 0.11% Add +7.7% 11,737 $7.6M
Jacobs & Co. 0.81% Reduce -1.7% 11,700 $7.6M
Mirabaud Asset Management Ltd 3.05% Reduce -11.1% 11,622 $7.6M
Oppenheimer & Co. Inc. 0.13% Add +3.9% 11,620 $7.6M
McKinley Capital Management LLC 0.91% Reduce -4.8% 11,611 $7.5M
Guinness Atkinson Asset Management Inc 3.54% No change 11,592 $7.5M
Sequoia Financial Advisors, LLC 0.09% Reduce -26.4% 11,571 $7.5M
Marietta Wealth Management, LLC 1.23% Reduce -6.2% 11,484 $7.5M
Stonebridge Capital Management Inc. 3.32% No change 11,410 $7.4M
Donaldson Capital Management, LLC 0.31% Add +3.8% 11,362 $7.4M
Carmignac Gestion 0.12% Reduce -7.3% 11,315 $7.4M
Jessup Wealth Management, Inc 3.14% Reduce -2.0% 11,291 $7.3M
Metropolitan Life Insurance Co 0.32% Reduce -1.0% 11,291 $7.3M
Ameritas Investment Partners, Inc. 0.25% Reduce -0.8% 11,172 $7.3M
Marshall Wace, LLP 0.01% Reduce -91.4% 11,165 $7.3M
Prime Capital Investment Advisors, LLC 0.10% Reduce -3.4% 11,149 $7.2M
Scotia Capital Inc. 0.04% Add +0.1% 11,098 $7.2M
Carderock Capital Management Inc. 2.02% Add +4.5% 11,071 $7.2M
Siemens Fonds Invest GmbH 0.55% Reduce -16.3% 11,029 $7.2M
Pragma Gestao DE Patrimonio Ltd. 3.74% No change 11,000 $7.2M
HM Payson & Co. 0.13% No change 10,850 $7.1M
LGT Group Foundation 0.17% Reduce -27.6% 10,844 $7.0M
TCV Trust & Wealth Management, Inc. 0.67% Reduce -0.2% 10,788 $7.0M
Silvercrest Asset Management Group LLC 0.05% Add +15.8% 10,769 $7.0M
Raymond James Trust N.A. 0.17% Add +0.9% 10,726 $7.0M
Flputnam Investment Management Co. 0.15% Add +0.8% 10,640 $6.9M
Steward Partners Investment Advisory, LLC 0.08% Add +49.9% 10,620 $6.9M
Penobscot Investment Management Company, Inc. 0.73% Add +3.2% 10,616 $6.9M
SeaTown Holdings Pte. Ltd. 4.37% Reduce -18.7% 10,615 $6.9M
Two Point Capital Management, Inc. 2.84% Add +1.5% 10,607 $6.9M
Kintegral Advisory, LLC 0.68% Reduce -0.3% 10,469 $6.8M
American National Bank & Trust 0.90% Add +3.3% 10,442 $6.8M
Dynamic Advisor Solutions LLC 0.23% Reduce -0.6% 10,381 $6.7M
Strategic Wealth Partners, Ltd. 0.74% Add +5.7% 10,340 $6.7M
Sawgrass Asset Management LLC 0.73% Reduce -26.6% 10,238 $6.7M
Rakuten Investment Management, Inc. 0.05% Add +1373.6% 10,212 $6.6M
Knollwood Investment Advisory, LLC 1.20% No change 10,200 $6.6M
Laird Norton Wetherby Wealth Management, LLC 0.31% Reduce -0.6% 10,097 $6.6M
Cape Cod Five Cents Savings Bank 0.63% Add +1.8% 10,090 $6.6M
Duncker Streett & Co. Inc. 1.29% Reduce -4.8% 10,023 $6.5M
Empirical Finance, LLC 0.40% Add +3.5% 10,004 $6.5M
Center Lake Capital Management, LLC 10.63% No change 10,000 $6.5M
MassMutual Private Wealth & Trust, FSB 0.20% Add +0.7% 9,970 $6.5M
Jump Financial, LLC 0.18% Add +536.9% 9,949 $6.5M
Park Avenue Securities LLC 0.08% Add +43.6% 9,929 $6.5M
Campbell Capital Management Inc. 2.84% Add +10.1% 9,905 $6.4M
Harvest Fund Management Co., Ltd 0.58% Add +98.5% 9,901 $6.4M
Bey-Douglas LLC 6.08% Reduce -1.4% 9,785 $6.4M
First Nebraska Trust Co 0.66% Reduce -0.3% 9,778 $6.4M
PEAK6 Investments LLC 0.31% Add +30.0% 9,717 $6.3M
GTS Securities LLC 0.17% Add +1840.1% 9,681 $6.3M
Bouvel Investment Partners, LLC 2.71% Reduce -0.5% 9,668 $6.3M
Redmond Asset Management, LLC 1.99% Reduce -2.5% 9,652 $6.3M
Broadleaf Partners, LLC 1.60% Reduce -35.8% 9,587 $6.2M
Douglass Winthrop Advisors, LLC 0.13% Reduce -0.2% 9,571 $6.2M
Kestra Advisory Services, LLC 0.04% Add +7.9% 9,540 $6.2M
M. Kulyk & Associates, LLC 1.44% Reduce -4.3% 9,531 $6.2M
Praxis Investment Management Inc. 0.41% Add +7.6% 9,500 $6.2M
Apollon Wealth Management, LLC 0.19% Add +3.0% 9,466 $6.2M
First Hawaiian Bank 0.19% Reduce -20.2% 9,435 $6.1M
TD Private Client Wealth LLC 0.20% Reduce -3.4% 9,265 $6.0M
Snowden Capital Advisors LLC 0.19% Reduce -7.4% 9,265 $6.0M
Greenleaf Trust 0.06% Reduce -8.5% 9,255 $6.0M
Kentucky Retirement Systems Insurance Trust Fund 0.41% Reduce -7.5% 9,238 $6.0M
Stonegate Investment Group, LLC 0.19% Add +13.6% 9,193 $6.0M
Cibc World Market Inc. 0.02% Add +17.8% 9,139 $5.9M
Conning Inc. 0.20% Add +1.6% 9,130 $5.9M
Ellsworth Advisors, LLC 1.70% Reduce -0.1% 9,540 $5.9M
NewEdge Wealth, LLC 0.13% Reduce -10.2% 9,631 $5.9M
Boston Financial Mangement LLC 0.19% Add +0.1% 9,010 $5.9M
Quest Investment Management LLC 0.65% Reduce -64.4% 8,893 $5.8M
Northwestern Mutual Investment Management Company, LLC 0.15% Add +0.1% 8,882 $5.8M
Wambolt & Associates, LLC 1.72% Add +9.4% 8,967 $5.7M
Mission Wealth Management, LP 0.15% Add +139.3% 8,774 $5.7M
AdvisorShares Investments LLC 1.04% Add +58.9% 8,715 $5.7M
Sendero Wealth Management, LLC 0.97% Reduce -8.9% 8,690 $5.6M
Transamerica Financial Advisors, LLC 0.57% Add +189.8% 8,655 $5.6M
CENTRAL TRUST Co 0.14% Reduce -1.9% 8,523 $5.5M
Howe & Rusling Inc. 0.53% Add +5.4% 8,514 $5.5M
EFG Asset Management (Americas) Corp. 1.68% Reduce -11.2% 8,476 $5.5M
AXS Investments LLC 1.32% Add +1.6% 8,476 $5.5M
Harbour Capital Advisors, LLC 1.36% Add +0.6% 8,776 $5.5M
Stratos Wealth Partners, LTD. 0.09% Add +2.9% 8,443 $5.5M
FourThought Financial Partners, LLC 0.62% Reduce -2.2% 8,385 $5.5M
Independent Advisor Alliance 0.20% Reduce -0.3% 8,354 $5.4M
Account Management LLC 5.81% No change 8,279 $5.4M
Motley Fool Asset Management LLC 0.35% Add +7.3% 8,272 $5.4M
Beacon Investment Advisors LLC 3.06% Add +0.4% 8,247 $5.4M
Watchman Group, Inc. 1.61% Reduce -0.6% 8,204 $5.3M
Steward Partners Investment Solutions, LLC 0.90% Add +376.3% 8,192 $5.3M
Iyo Bank, Ltd. 2.12% No change 8,183 $5.3M
Prescott Group Capital Management, L.L.C. 0.85% No change 8,149 $5.3M
Letson Investment Management, Inc. 2.24% Reduce -0.6% 8,136 $5.3M
Ninety One SA (Pty) Ltd 0.76% Reduce -6.7% 8,088 $5.3M
Godshalk Welsh Capital Management, Inc. 3.53% Reduce -0.6% 8,080 $5.3M
Vinva Investment Management Ltd 0.29% Reduce -5.3% 8,077 $5.3M
L. Roy Papp & Associates, LLP 0.62% Reduce -0.5% 8,055 $5.2M
City Holding Co. 0.78% Add +6.3% 7,961 $5.2M
Sumitomo Life Insurance Co. 0.13% Reduce -2.6% 7,824 $5.1M
Plato Investment Management Ltd 0.52% Add +977.8% 7,749 $5.0M
BOK Financial Private Wealth, Inc. 0.38% Reduce -6.1% 7,748 $5.0M
Parsons Capital Management Inc. 0.34% Reduce -1.6% 7,728 $5.0M
Lombard Odier Asset Management (Switzerland) SA 0.35% New 7,701 $5.0M
Canal Capital Management, LLC 0.84% Add +3.0% 7,661 $5.0M
Meeder Asset Management Inc. 0.31% Reduce -52.5% 7,610 $4.9M
Cypress Capital Group 0.59% Reduce -2.4% 7,588 $4.9M
Groupama Asset Managment 0.09% Reduce -54.9% 3,875 $4.9M
Legal Advantage Investments, Inc. 2.75% Reduce -13.4% 7,553 $4.9M
First Trust Direct Indexing L.P. 0.36% Add +16.5% 7,490 $4.9M
Federation des caisses Desjardins du Quebec 0.04% Add +57.6% 7,625 $4.9M
CreativeOne Wealth, LLC 0.19% Add +35.6% 7,475 $4.9M
D.A. Davidson & Co. 0.04% Reduce -9.8% 7,466 $4.9M
Fiduciary Trust Co 0.07% Reduce -1.1% 7,459 $4.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.41% No change 7,427 $4.8M
Empower Advisory Group, LLC 0.02% Add +23.3% 7,376 $4.8M
Altrafin AG 1.72% Add +2.4% 7,317 $4.8M
Chesley Taft & Associates LLC 0.24% Reduce -1.1% 7,300 $4.7M
Lecap Asset Management Ltd. 0.98% New 7,276 $4.7M
Private Advisor Group, LLC 0.03% Reduce -0.5% 7,200 $4.7M
Logan Capital Management Inc. 0.20% Reduce -3.6% 7,171 $4.7M
Beacon Pointe Advisors, LLC 0.05% Reduce -18.2% 7,135 $4.6M
Tokio Marine Asset Management Co. Ltd. 0.23% Add +8.5% 7,121 $4.6M
Cullinan Associates Inc. 0.26% Reduce -21.0% 7,110 $4.6M
Atria Wealth Solutions, Inc. 0.05% Add +5.5% 7,104 $4.6M
Scholtz & Company, LLC 2.03% Add +3.9% 7,076 $4.6M
Balyasny Asset Management L.P. 0.01% Add +350.7% 7,035 $4.6M
Moody LYNN Lieberson & Walker, LLC 0.30% Reduce -0.9% 6,979 $4.5M
Rench Wealth Management, Inc. 1.74% New 6,975 $4.5M
Evergreen Private Wealth LLC 2.26% Reduce -32.2% 6,954 $4.5M
Guardian Capital LP 0.16% Reduce -2.1% 6,945 $4.5M
First Foundation Advisors 0.18% Add +6.4% 6,931 $4.5M
L1 Capital International Pty Ltd 2.00% Reduce -41.5% 7,025 $4.5M
Jennison Associates LLC 0.00% Reduce -20.4% 6,901 $4.5M
Longbow Finance SA 0.45% New 6,855 $4.5M
Stansberry Asset Management, LLC 0.63% Add +20.2% 6,750 $4.4M
Schonfeld Strategic Advisors LLC 0.03% Add +48.9% 6,750 $4.4M
GAMCO Investors 0.04% Reduce -3.4% 6,725 $4.4M
Freemont Management S.A. 0.67% Reduce -23.0% 6,700 $4.4M
Alberta Investment Management Corp 0.05% No change 6,700 $4.4M
Essex Investment Management Co. LLC 0.86% Reduce -13.7% 6,697 $4.4M
HBW Advisory Services LLC 0.81% No change 6,956 $4.3M
V-Square Quantitative Management LLC 0.61% Add +20.6% 6,678 $4.3M
Evoke Wealth, LLC 0.13% New 6,676 $4.3M
Onex Canada Asset Management Inc. 0.43% Reduce -8.3% 6,603 $4.3M
Exchange Traded Concepts, LLC 0.11% Add +87.2% 6,578 $4.3M
Banco Santander, S.A. 0.05% Reduce -0.6% 6,577 $4.3M
Liberty One Investment Management, LLC 0.48% Add +2.4% 6,566 $4.3M
Leonteq Securities AG 0.57% Reduce -43.6% 6,522 $4.2M
Monograph Wealth Advisors, LLC 0.62% Reduce -13.8% 6,514 $4.2M
Axxcess Wealth Management, LLC 0.12% Reduce -43.4% 6,508 $4.2M
SpiderRock Advisors, LLC 0.14% — 6,645 $4.2M
Linden Thomas Advisory Services, LLC 0.67% Add +4.8% 6,426 $4.2M
Legacy Advisors, LLC 0.52% Add +10.5% 6,379 $4.1M
Hennion & Walsh Asset Management, Inc. 0.22% Reduce -6.3% 6,352 $4.1M
Mitchell Capital Management Co. 0.79% Reduce -3.5% 6,342 $4.1M
Synovus Financial Corp. 0.05% Reduce -0.8% 6,333 $4.1M
Cohen Investment Advisors LLC 2.63% Add +11.0% 6,245 $4.1M
Public Sector Pension Investment Board 0.03% Reduce -1.6% 6,234 $4.1M
Moore Capital Management, LP 0.09% Reduce -34.3% 6,221 $4.0M
Procyon Advisors, LLC 0.31% Add +95.3% 6,190 $4.0M
Hyman Charles D 0.22% No change 6,188 $4.0M
PKO Investment Management Joint-Stock Co 0.48% New 6,156 $4.0M
Vanderbilt University 0.83% Add +34.6% 6,156 $4.0M
Chilton Investment Co. Inc. 0.11% Reduce -17.7% 6,153 $4.0M
Private Capital Advisors, Inc. 0.50% No change 6,150 $4.0M
Summerhill Capital Management lnc. 2.50% — 6,052 $3.9M
EFG Asset Management (North America) Corp. 0.68% Reduce -18.7% 6,037 $3.9M
Aljian Capital Management, LLC 1.45% Add +4.1% 6,024 $3.9M
Settian Capital LP 2.89% Add +50.0% 6,000 $3.9M
Cubist Systematic Strategies, LLC 0.04% Reduce -34.8% 5,994 $3.9M
Highland Capital Management, LLC 0.22% Add +0.2% 5,977 $3.9M
Weil Company, Inc. 1.54% Add +0.8% 5,975 $3.9M
Signaturefd, LLC 0.08% Add +3.6% 5,972 $3.9M
Empowered Funds, LLC 0.07% Reduce -8.0% 5,907 $3.8M
Coldstream Capital Management Inc. 0.10% Add +4.8% 5,898 $3.8M
EP Wealth Advisors, LLC 0.04% Add +10.9% 5,863 $3.8M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -3.5% 5,835 $3.8M
E Fund Management Co., Ltd. 0.23% Add +20.2% 5,794 $3.8M
KP Management LLC 1.60% No change 5,750 $3.7M
Concurrent Investment Advisors, LLC 0.15% Add +43.7% 5,744 $3.7M
Ossiam 0.07% Add +2.0% 5,734 $3.7M
Ashton Thomas Private Wealth, LLC 0.21% Add +17.0% 5,708 $3.7M
Coalescence Partners Investment Management, LP 3.02% No change 5,706 $3.7M
Mission Creek Capital Partners, Inc. 0.96% Add +0.2% 5,699 $3.7M
Parallax Volatility Advisers, L.P. 0.12% Add +155.7% 5,643 $3.7M
Fairbanks Capital Management, Inc. 2.53% Reduce -2.7% 5,642 $3.7M
Baader Bank Aktiengesellschaft 0.30% Reduce -24.1% 5,615 $3.6M
Martin Capital Advisors, LLP 2.84% Reduce -0.2% 5,568 $3.6M
RVW Wealth, LLC 0.37% Reduce -0.3% 5,559 $3.6M
First Bank & Trust 0.75% Reduce -2.0% 5,557 $3.6M
AE Wealth Management LLC 0.04% Reduce -89.2% 5,557 $3.6M
Buckingham Strategic Wealth, LLC 0.04% Add +3.8% 5,458 $3.5M
Cyndeo Wealth Partners, LLC 0.29% Add +9.5% 5,429 $3.5M
S.A. Mason LLC 2.11% Reduce -4.5% 5,389 $3.5M
Twin Capital Management Inc. 0.43% Add +11.1% 5,385 $3.5M
Vestcor Inc 0.12% Reduce -8.6% 5,382 $3.5M
Principal Securities, Inc. 0.11% Add +12.6% 5,373 $3.5M
Roberts Wealth Advisors, LLC 1.29% New 5,643 $3.5M
Simplicity Wealth,LLC 0.08% New 5,264 $3.4M
Compass Wealth Management LLC 0.86% Reduce -1.9% 5,263 $3.4M
Asset Dedication, LLC 0.25% Reduce -10.2% 5,203 $3.4M
Zions Bancorporation, N.A. 0.25% Add +6.9% 5,189 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +14.6% 5,178 $3.4M
Long Road Investment Counsel, LLC 1.41% No change 5,170 $3.4M
Diversify Advisory Services, LLC 0.20% — 5,217 $3.3M
Equitable Trust Co. 0.23% Add +0.4% 5,132 $3.3M
Buck Wealth Strategies, LLC 1.14% Reduce -57.2% 5,085 $3.3M
Kornitzer Capital Management Inc. 0.06% No change 5,076 $3.3M
Sompo Asset Management Co., Ltd. 0.54% Reduce -4.3% 5,060 $3.3M
Portfolio Design Labs, LLC 1.10% Add +62.8% 5,042 $3.3M
Kingswood Wealth Advisors, LLC 0.38% No change 5,038 $3.3M
Bridges Investment Management Inc. 0.10% Add +13.3% 5,024 $3.3M
Glynn Capital Management LLC 0.61% No change 5,000 $3.3M
Viking Fund Management LLC 0.59% No change 5,000 $3.3M
Central Pacific Bank - Trust Division 0.42% — 5,026 $3.2M
Thoroughbred Financial Services, LLC 0.31% Reduce -18.9% 4,945 $3.2M
Brasada Capital Management, LP 0.58% Reduce -0.9% 4,929 $3.2M
Scharf Investments, LLC 0.09% Add +6.0% 4,915 $3.2M
Decatur Capital Management, Inc. 1.74% Reduce -1.0% 4,915 $3.2M
First Personal Financial Services 0.74% Reduce -3.3% 4,905 $3.2M
Knights of Columbus Asset Advisors LLC 0.23% Add +318.5% 4,896 $3.2M
Catalyst Capital Advisors LLC 0.08% Reduce -1.5% 4,888 $3.2M
Legacy Trust 0.79% Reduce -25.9% 4,861 $3.2M
Independent Solutions Wealth Management, LLC 0.75% Reduce -3.7% 4,828 $3.1M
Lake Street Advisors Group, LLC 0.15% Reduce -0.6% 4,807 $3.1M
Herold Advisors, Inc. 0.75% Reduce -6.2% 4,801 $3.1M
Nicholas Investment Partners, LP 0.35% No change 4,799 $3.1M
Americana Partners, LLC 0.26% Add +12.4% 4,781 $3.1M
Brown Brothers Harriman & Co. 0.02% Reduce -16.3% 4,773 $3.1M
Bleakley Financial Group, LLC 0.09% Add +1.0% 4,773 $3.1M
STF Management LP 1.33% Add +0.3% 4,733 $3.1M
Caprock Group, LLC 0.18% Add +5.5% 4,715 $3.1M
Cloverfields Capital Group, LP 1.02% Add +6.9% 4,664 $3.0M
Alps Advisors Inc. 0.02% Reduce -14.9% 4,607 $3.0M
Intech Investment Management LLC 0.04% Add +134.7% 4,601 $3.0M
Kirtland Hills Capital Management, LLC 2.58% — 4,730 $3.0M
Palisade Capital Management, LP 0.09% Reduce -0.9% 4,585 $3.0M
Welch & Forbes LLC 0.04% Reduce -0.6% 4,578 $3.0M
Sanders Morris Harris LLC 0.55% Add +3.4% 4,576 $3.0M
Old National Bancorp 0.07% Reduce -13.2% 4,558 $3.0M
Boit C F David 1.61% No change 4,800 $3.0M
Lincoln National Corp. 0.05% Add +3.1% 4,541 $3.0M
Biltmore Family Office, LLC 0.58% No change 4,538 $2.9M
Engineers Gate Manager LP 0.08% New 4,532 $2.9M
Roundview Capital LLC 0.24% Add +19.1% 4,524 $2.9M
Investment Management Corp of Ontario 0.09% Reduce -30.7% 4,514 $2.9M
Clear Harbor Asset Management, LLC 0.26% Reduce -6.8% 4,512 $2.9M
Harfst & Associates, Inc. 0.69% Reduce -6.9% 4,498 $2.9M
Ascent Group, LLC 0.26% Add +51.8% 4,496 $2.9M
Darwin Wealth Management, LLC 0.81% Add +840.4% 4,448 $2.9M
Hancock Whitney Corp. 0.10% Reduce -0.6% 4,427 $2.9M
Meeder Advisory Services, Inc. 0.29% Add +3.3% 4,422 $2.9M
Ironwood Financial, llc 0.66% No change 4,408 $2.9M
Pegasus Partners Ltd. 0.30% Reduce -4.0% 4,367 $2.8M
Silphium Asset Management Ltd 1.47% No change 4,359 $2.8M
Argonautica Private Wealth Management, Inc. 1.02% Add +69.3% 4,359 $2.8M
MV Capital Management, Inc. 0.32% Reduce -25.4% 4,358 $2.8M
Cohen Capital Management, Inc. 0.50% No change 4,340 $2.8M
Petredis Investment Advisors LLC 0.34% Add +3.2% 4,337 $2.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.43% New 4,331 $2.8M
NorthCoast Asset Management LLC 0.04% New 4,301 $2.8M
Clark Capital Management Group, Inc. 0.02% Add +43.7% 4,268 $2.8M
William Allan Corp 1.84% Reduce -0.5% 4,268 $2.8M
Scott & Selber, Inc. 0.94% Add +0.3% 4,266 $2.8M
Evergreen Capital Management LLC 0.10% Add +2.0% 4,258 $2.8M
Strategic Planning Group, LLC 0.69% Add +10.5% 4,256 $2.8M
Davidson Capital Management Inc. 0.89% Add +0.3% 4,245 $2.8M
Aubrey Capital Management Ltd 0.98% No change 4,900 $2.8M
PFG Advisors 0.20% Reduce -0.6% 4,239 $2.8M
HB Wealth Management, LLC 0.03% Add +4.2% 4,231 $2.8M
Dividend Assets Capital, LLC 0.58% Add +17441.7% 4,210 $2.7M
Covenant Asset Management, LLC 0.66% Add +3.1% 4,210 $2.7M
Dynasty Wealth Management, LLC 0.09% — 4,188 $2.7M
HighPoint Advisor Group LLC 0.19% Reduce -3.0% 4,259 $2.7M
Edgestream Partners, L.P. 0.13% Add +72.2% 4,106 $2.7M
Checchi Capital Advisers, LLC 0.21% Reduce -0.4% 4,094 $2.7M
Conway Capital Management, Inc. 1.48% Reduce -11.9% 4,080 $2.7M
Vident Advisory, LLC 0.05% Add +6.5% 4,049 $2.6M
Harrington Investments, INC 1.50% Add +20.8% 4,040 $2.6M
ClariVest Asset Management LLC 0.27% Reduce -69.9% 4,039 $2.6M
Freedom Day Solutions, LLC 0.93% Reduce -3.7% 4,021 $2.6M
Gladstone Institutional Advisory LLC 0.14% Add +83.2% 4,015 $2.6M
Archford Capital Strategies, LLC 0.44% Add +1.3% 4,001 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.61% No change 4,000 $2.6M
BNP Paribas 0.12% — 4,052 $2.6M
Chicago Partners Investment Group LLC 0.11% Add +1.3% 4,008 $2.5M
Schechter Investment Advisors, LLC 0.19% Reduce -1.6% 3,880 $2.5M
Berger Financial Group, Inc 0.21% Reduce -1.9% 3,876 $2.5M
Dakota Wealth Management 0.06% Reduce -5.9% 3,872 $2.5M
Inlet Private Wealth, LLC 0.69% No change 3,828 $2.5M
Fairfield, Bush & Co. 1.47% Add +3.4% 3,825 $2.5M
Outfitters Financial LLC 2.04% Reduce -6.5% 3,822 $2.5M
Ziegler Capital Management, LLC 0.09% Add +2.0% 34,652 $2.5M
Ritholtz Wealth Management 0.08% Add +15.4% 3,752 $2.4M
Sirios Capital Management L P 0.46% Reduce -9.0% 3,749 $2.4M
Pinkerton Wealth, LLC 0.39% Reduce -10.4% 3,746 $2.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.25% No change 3,740 $2.4M
Horizon Investments, LLC 0.06% Add +1.4% 3,709 $2.4M
Spire Wealth Management 0.04% Add +20.9% 3,695 $2.4M
Kestra Private Wealth Services, LLC 0.05% Add +14.1% 3,693 $2.4M
Avestar Capital, LLC 0.27% Add +11.8% 3,680 $2.4M
Willow Creek Wealth Management Inc. 0.28% Reduce -1.5% 3,635 $2.4M
Dohj, LLC 0.63% Reduce -2.0% 3,631 $2.4M
Southern Capital Advisors, LLC 1.43% Reduce -1.6% 3,630 $2.4M
Brighton Jones LLC 0.08% Add +30.8% 3,606 $2.3M
Ostrum Asset Management 0.18% Reduce -6.5% 3,573 $2.3M
Clean Yield Group 0.90% Reduce -2.7% 3,567 $2.3M
Composition Wealth, LLC 0.06% Add +2.3% 3,516 $2.3M
Freestone Capital Holdings, LLC 0.09% Add +220.6% 3,510 $2.3M
Stablepoint Partners, LLC 0.46% Add +262.9% 3,477 $2.3M
Whitford Management LLC 1.26% Reduce -77.4% 3,446 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -0.1% 3,426 $2.2M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -0.7% 3,425 $2.2M
Stiles Financial Services Inc 0.88% Reduce -2.0% 3,399 $2.2M
Ballentine Partners, LLC 0.04% Add +20.2% 3,369 $2.2M
Financial Gravity Asset Management, Inc. 0.62% Reduce -93.3% 3,502 $2.2M
Eagle Asset Management Inc. 0.01% Reduce -3.7% 3,404 $2.2M
Maven Securities LTD 0.13% Add +308.9% 3,349 $2.2M
Wedmont Private Capital 0.16% Add +7.3% 3,368 $2.2M
Jacobi Capital Management LLC 0.20% Reduce -1.6% 3,308 $2.2M
Ellis Investment Partners, LLC 0.47% No change 3,308 $2.2M
WT Wealth Management 0.77% Add +5.0% 3,308 $2.1M
Novare Capital Management LLC 0.19% Reduce -6.0% 3,291 $2.1M
Sabal Trust CO 0.12% Reduce -0.2% 3,282 $2.1M
GM Advisory Group, LLC 0.15% Add +0.4% 3,267 $2.1M
Eisler Capital (UK) Ltd. 0.26% Add +15.7% 3,266 $2.1M
RB Capital Management, LLC 0.59% Add +1.2% 3,252 $2.1M
Harbor Capital Advisors, Inc. 0.28% Reduce -10.8% 3,246 $2.1M
Sound View Wealth Advisors Group, LLC 0.22% Add +4.3% 3,235 $2.1M
IFP Advisors, Inc 0.09% Add +3.5% 3,231 $2.1M
Capital Asset Advisory Services LLC 0.12% Reduce -2.2% 3,289 $2.1M
USA Financial Formulas 0.34% Reduce -28.9% 3,212 $2.1M
RiverPark Advisors, LLC 1.71% Reduce -7.8% 3,196 $2.1M
Qtron Investments LLC 0.29% No change 3,191 $2.1M
Analyst IMS Investment Management Services Ltd. 0.09% No change 3,191 $2.1M
Advisor OS, LLC 0.24% Add +8.6% 3,180 $2.1M
Trust Asset Management LLC 0.18% No change 3,178 $2.1M
Panagora Asset Management Inc. 0.01% No change 3,163 $2.1M
Boston Trust Walden Corp 0.01% Reduce -6.1% 3,161 $2.1M
REDW Wealth LLC 0.55% No change 3,152 $2.0M
Diversified Trust Co. 0.06% Add +1.4% 3,149 $2.0M
Jacobson & Schmitt Advisors, LLC 0.48% No change 3,134 $2.0M
Adero Partners, LLC 0.15% Reduce -0.5% 3,129 $2.0M
Merit Financial Group, LLC 0.05% Add +262.2% 3,191 $2.0M
Jefferies Financial Group Inc. 0.04% Reduce -19.8% 3,070 $2.0M
First Citizens Bank & Trust Co. 0.04% Add +159.4% 3,056 $2.0M
Pittenger & Anderson Inc. 0.08% Add +18.9% 3,040 $2.0M
Wellington Wealth Strategies, LLC. 0.91% New 3,002 $2.0M
Two Sigma Investments, LP 0.00% Reduce -18.9% 3,000 $1.9M
Abacus FCF Advisors LLC 0.49% Add +5.2% 2,994 $1.9M
LGT Fund Management Co Ltd. 0.81% Add +22.0% 2,989 $1.9M
Allworth Financial LP 0.01% Add +26.4% 2,973 $1.9M
RFG Advisory, LLC 0.07% Add +51.4% 2,965 $1.9M
HighVista Strategies LLC 0.69% Reduce -6.3% 2,963 $1.9M
Entropy Technologies, LP 0.21% New 2,960 $1.9M
James Hambro & Partners LLP 0.09% Reduce -19.2% 2,948 $1.9M
Summit Global Investments 0.14% Reduce -47.1% 2,944 $1.9M
Eads & Heald Wealth Management 0.89% Reduce -1.6% 2,940 $1.9M
FORA Capital, LLC 0.16% New 2,927 $1.9M
Cigna Investments Inc. 0.36% Reduce -0.5% 2,913 $1.9M
Sunbelt Securities, Inc. 0.21% Reduce -14.4% 2,906 $1.9M
Rwa Wealth Partners, LLC 0.03% Reduce -7.3% 2,863 $1.9M
Bank of Hawaii 0.09% Reduce -28.5% 2,846 $1.8M
Riverpark Capital Management LLC 2.54% No change 2,844 $1.8M
Silicon Valley Capital Partners 0.27% Add +0.1% 2,827 $1.8M
Insigneo Advisory Services, LLC 0.22% Add +33.5% 2,803 $1.8M
GeoWealth Management, LLC 0.07% Add +56.1% 2,802 $1.8M
Farther Finance Advisors, LLC 0.11% Reduce -20.6% 2,845 $1.8M
Nomura Holdings Inc. 0.01% Reduce -53.7% 2,799 $1.8M
ICICI Prudential Asset Management Co Ltd 0.20% Add +2.6% 2,787 $1.8M
NorthRock Partners, LLC 0.07% Add +8.6% 2,783 $1.8M
Roberts Glore & Co. Inc. 0.54% Reduce -0.5% 2,779 $1.8M
Capstone Investment Advisors, LLC 0.06% Add +42.9% 2,773 $1.8M
Integrated Wealth Concepts LLC 0.03% Add +16.6% 2,771 $1.8M
Argent Trust Co 0.08% Add +11.3% 2,769 $1.8M
S&co Inc. 0.13% Add +0.2% 2,757 $1.8M
Savant Capital, LLC 0.02% Add +4.0% 2,754 $1.8M
Perigon Wealth Management, LLC 0.05% Add +12.8% 2,749 $1.8M
Dynamic Technology Lab Private Ltd 0.19% New 2,739 $1.8M
Elmwood Wealth Management, Inc. 0.76% Add +69.5% 2,738 $1.8M
Tilia Fiduciary Partners, Inc. 1.44% Add +4.8% 2,738 $1.8M
Danica Pension, Livsforsikringsaktieselskab 0.04% — 2,736 $1.8M
LBP Am SA 0.07% Reduce -93.4% 2,732 $1.8M
Modera Wealth Management, LLC 0.03% Add +1.5% 2,720 $1.8M
Markel Group 0.02% No change 2,720 $1.8M
Quadrant Capital Group LLC 0.14% Reduce -1.3% 2,718 $1.8M
Cannell & Spears LLC 0.04% New 2,692 $1.7M
Ironwood Investment Counsel, LLC 0.30% Reduce -3.5% 2,683 $1.7M
Clarius Group, LLC 0.12% Reduce -11.8% 2,679 $1.7M
Balentine LLC 0.05% Add +45.3% 2,661 $1.7M
Abacus Planning Group, Inc. 0.34% Add +0.3% 2,649 $1.7M
Quotient Wealth Partners, LLC 0.06% Add +0.3% 2,606 $1.7M
Value Partners Investments Inc. 0.14% Add +9.3% 2,591 $1.7M
Unique Wealth, LLC 0.48% Add +45.2% 2,589 $1.7M
Signature Wealth Management Group 0.76% Reduce -1.8% 2,747 $1.7M
Cadence Bank 0.12% No change 2,547 $1.7M
Keeler Thomas Management LLC 0.57% Reduce -4.9% 2,539 $1.7M
TrinityBridge Ltd 0.06% Add +58.1% 2,532 $1.6M
FSM Wealth Advisors, LLC 0.58% Add +3.2% 2,525 $1.6M
Naviter Wealth, LLC 0.27% Add +20.1% 2,506 $1.6M
Pinnacle Wealth Management, LLC 1.70% New 2,505 $1.6M
Mather Group, Llc. 0.03% Reduce -4.8% 2,599 $1.6M
Freedom Investment Management, Inc. 0.13% Add +18.3% 2,497 $1.6M
Summit Trail Advisors, LLC 0.04% Add +22.6% 2,494 $1.6M
Great Lakes Advisors, LLC 0.01% Add +4.8% 2,477 $1.6M
Monumental Financial Group Inc. 0.85% Reduce -3.9% 2,470 $1.6M
Benjamin Edwards Inc. 0.32% Add +6.8% 2,445 $1.6M
Hilltop Holdings Inc. 0.18% Add +2.7% 2,442 $1.6M
Flagship Harbor Advisors, LLC 0.10% Reduce -26.9% 2,439 $1.6M
Kenora Financial, LLC 0.67% Reduce -7.8% 2,428 $1.6M
ROI Financial Advisors, LLC 1.24% Reduce -0.1% 2,422 $1.6M
Cascade Investment Group, Inc. 1.17% Reduce -1.6% 2,409 $1.6M
Oliver Lagore Vanvalin Investment Group 0.47% Add +27.1% 2,403 $1.6M
Eventide Asset Management, LLC 0.02% Add +21.2% 2,393 $1.6M
ICONIQ Capital, LLC 0.03% Add +0.2% 2,392 $1.6M
Venturi Wealth Management, LLC 0.10% Reduce -13.5% 2,382 $1.5M
Arjuna Capital 0.43% Add +4.0% 2,353 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -1.7% 2,349 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -5.2% 2,348 $1.5M
Moloney Securities Asset Management, LLC 0.23% Reduce -15.3% 2,347 $1.5M
Peak Asset Management, LLC 0.30% Reduce -0.9% 2,342 $1.5M
Citizens National Bank Trust Department 0.35% Reduce -0.4% 2,327 $1.5M
Anchor Investment Management, LLC 0.16% Add +10.8% 2,303 $1.5M
Nicolet Bankshares Inc. 0.31% Reduce -3.1% 2,298 $1.5M
Privium Fund Management (UK) Ltd 0.74% Add +36.9% 2,333 $1.5M
Buckingham Capital Management, Inc. 0.18% Add +82.7% 2,289 $1.5M
Personal Cfo Solutions, LLC 0.23% Add +1.0% 2,284 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +13.9% 2,275 $1.5M
ABN AMRO Bank N.V. 0.02% Reduce -9.8% 2,274 $1.5M
Choate Investment Advisors 0.04% Add +3.1% 2,272 $1.5M
Clearstead Advisors, LLC 0.07% Reduce -2.1% 2,354 $1.5M
Van Lanschot Kempen Investment Management N.V. 0.02% Reduce -26.8% 2,270 $1.5M
Nixon Peabody Trust Co. 0.14% Add +35.2% 2,264 $1.5M
Trust Point Inc. 0.12% Add +48.4% 2,262 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.21% Reduce -4.6% 2,258 $1.5M
Valeo Financial Advisors, LLC 0.05% Reduce -2.7% 2,309 $1.5M
Knowledge Leaders Capital, LLC 2.57% Reduce -1.6% 2,257 $1.5M
Moss Adams Wealth Advisors LLC 0.24% Add +8.4% 2,255 $1.5M
Peninsula Wealth, LLC 0.29% Reduce -0.0% 2,243 $1.5M
RMR Wealth Builders 0.18% Add +11.6% 2,236 $1.5M
Family Legacy, Inc. 0.52% Add +7.9% 2,235 $1.5M
Handelsinvest Investeringsforvaltning 0.70% Reduce -15.3% 2,232 $1.5M
Aigen Investment Management, LP 0.31% New 2,216 $1.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +136.3% 2,214 $1.4M
Blueshift Asset Management, LLC 0.75% Reduce -29.6% 2,209 $1.4M
Quent Capital, LLC 0.17% Add +1.1% 2,194 $1.4M
&partners 0.20% Add +26.4% 2,187 $1.4M
Landscape Capital Management, L.L.C. 0.12% New 2,184 $1.4M
McRae Capital Management Inc. 0.31% Reduce -1.4% 2,166 $1.4M
FSA Wealth Management LLC 0.61% Reduce -0.6% 2,159 $1.4M
Brookstone Capital Management 0.02% Add +4.8% 2,141 $1.4M
Guardian Capital Advisors LP 0.15% Reduce -31.8% 2,267 $1.4M
Oxford Financial Group, LTD. LLC 0.10% Reduce -30.2% 2,134 $1.4M
Graham Capital Management, L.P. 0.07% Reduce -41.5% 2,131 $1.4M
Old Port Advisors 0.42% Reduce -1.9% 2,118 $1.4M
Capital Investment Advisors, LLC 0.03% Reduce -11.8% 2,084 $1.4M
Stratos Wealth Advisors, LLC 0.08% Reduce -6.0% 2,081 $1.4M
Graypoint LLC 0.10% Add +3.1% 2,077 $1.3M
Brooklyn Investment Group 0.58% Add +1.6% 2,108 $1.3M
Nvwm, LLC 0.37% Add +1.9% 2,071 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -4.6% 2,632 $1.3M
Cove Private Wealth, LLC 1.18% No change 2,065 $1.3M
Bridgefront Capital, LLC 1.01% New 2,049 $1.3M
Thrive Wealth Management, LLC 0.27% Reduce -13.5% 2,034 $1.3M
Mirador Capital Partners LP 0.25% No change 2,033 $1.3M
Wedbush Securities Inc. 0.05% Add +1.6% 2,029 $1.3M
Wbi Investments, LLC 0.27% New 2,027 $1.3M
Arlington Trust Co LLC 0.34% Reduce -0.5% 2,026 $1.3M
Smartleaf Asset Management LLC 0.25% Add +42.0% 2,022 $1.3M
Heartland Bank & Trust Co 0.76% Add +174.4% 2,009 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% Add +1.0% 2,007 $1.3M
Virtue Capital Management, LLC 0.23% Reduce -0.7% 2,084 $1.3M
Liberty Wealth Management LLC 0.25% Reduce -0.5% 1,987 $1.3M
GAMMA Investing LLC 0.26% Add +37.1% 1,987 $1.3M
Hara Capital LLC 0.77% Reduce -16.9% 1,970 $1.3M
Heritage Trust Co 0.17% Add +47.1% 1,967 $1.3M
Nelson Capital Management, LLC 0.24% No change 1,965 $1.3M
Red Spruce Capital, LLC 0.59% Reduce -2.5% 1,953 $1.3M
Everhart Financial Group, Inc. 0.37% Add +11.1% 1,953 $1.3M
Forbes J M & Co. LLP 0.14% Reduce -1.0% 1,943 $1.3M
Capital Planning Advisors, LLC 0.22% Add +2.6% 1,937 $1.3M
Aurora Investment Counsel 0.72% Reduce -51.7% 1,927 $1.3M
Premier Path Wealth Partners, LLC 0.24% Reduce -0.6% 1,919 $1.2M
Mutual Advisors, LLC 0.04% Reduce -1.9% 1,923 $1.2M
Waldron Private Wealth LLC 0.06% Add +5.1% 1,921 $1.2M
Barbara Oil Co. 0.52% No change 1,900 $1.2M
Wealth Alliance, LLC 0.16% Reduce -2.7% 1,897 $1.2M
Connecticut Wealth Management, LLC 0.07% Reduce -2.3% 1,896 $1.2M
CNB Bank 0.60% Add +5.7% 1,890 $1.2M
Monetary Management Group Inc. 0.34% Add +4.4% 1,880 $1.2M
Ramirez Asset Management, Inc. 0.25% No change 1,880 $1.2M
Oarsman Capital, Inc. 0.29% Add +1.1% 1,868 $1.2M
Okabena Investment Services Inc. 0.40% No change 1,865 $1.2M
CX Institutional 0.06% Reduce -4.2% 1,864 $1.2M
Ellevest, Inc. 0.07% Add +0.8% 1,859 $1.2M
Arax Advisory Partners 0.13% Add +0.4% 1,846 $1.2M
Syon Capital LLC 0.11% Add +19.5% 1,840 $1.2M
Evanson Asset Management, LLC 0.09% No change 1,829 $1.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +62.7% 1,825 $1.2M
China Universal Asset Management Co., Ltd. 0.15% Add +228.2% 1,825 $1.2M
Grey Street Capital, LLC 0.16% New 1,818 $1.2M
Chase Investment Counsel Corp. 0.44% No change 1,816 $1.2M
Cumberland Partners Ltd 0.09% Reduce -18.1% 1,815 $1.2M
Accretive Wealth Partners, LLC 0.52% No change 1,869 $1.2M
Pettee Investors, Inc. 0.50% No change 1,809 $1.2M
Barr E S & Co. 0.08% Reduce -2.7% 1,809 $1.2M
Valmark Advisers, Inc. 0.02% Add +2.5% 1,808 $1.2M
Weatherly Asset Management L. P. 0.11% Add +0.1% 1,791 $1.2M
Proficio Capital Partners LLC 0.13% Add +7.7% 1,769 $1.1M
Kensington Investment Counsel, LLC 0.52% Reduce -1.2% 1,766 $1.1M
Verdad Advisers, LP 1.24% New 1,746 $1.1M
Cooper Financial Group 0.19% Add +9.8% 1,737 $1.1M
DB Fitzpatrick & Co, Inc 1.02% Reduce -35.4% 1,716 $1.1M
Sargent Investment Group, LLC 0.24% Reduce -5.0% 1,714 $1.1M
WBH Advisory Inc. 0.11% Reduce -1.3% 1,706 $1.1M
Y.D. More Investments Ltd 0.20% Add +1.2% 1,705 $1.1M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -96.9% 1,700 $1.1M
Vance Wealth, LLC 0.44% Add +1.6% 1,699 $1.1M
BSW Wealth Partners 0.19% Reduce -6.0% 1,697 $1.1M
Optas, LLC 0.30% Add +0.3% 1,688 $1.1M
AlphaCore Capital LLC 0.29% Reduce -2.0% 1,677 $1.1M
Avantax Planning Partners, Inc. 0.04% Add +12.5% 1,676 $1.1M
Parthenon LLC 0.14% No change 1,675 $1.1M
Garner Asset Management Corp 0.41% Add +9.1% 1,672 $1.1M
BayBridge Capital Group, LLC 0.95% Add +5.4% 1,781 $1.1M
Cedar Brook Financial Partners, LLC 0.21% Add +0.1% 1,670 $1.1M
AMG National Trust Bank 0.03% Add +13.2% 1,669 $1.1M
Crestwood Advisors Group, LLC 0.02% Reduce -12.3% 1,667 $1.1M
Marcum Wealth, LLC 0.11% Reduce -0.3% 1,659 $1.1M
Ontario Teachers Pension Plan Board 0.01% New 1,654 $1.1M
Compound Planning, Inc. 0.10% Add +16.8% 1,651 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Reduce -0.7% 1,649 $1.1M
Advisors Capital Management, LLC 0.02% Add +2.6% 1,645 $1.1M
Three Bridge Wealth Advisors, LLC 0.42% No change 1,636 $1.1M
Waller Financial Planning Group, Inc. 0.28% No change 1,633 $1.1M
Trueblood Wealth Management, LLC 0.60% Reduce -6.5% 1,625 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -2.9% 1,623 $1.1M
Great Lakes Retirement, Inc. 0.16% Reduce -1.5% 1,618 $1.1M
Palisades Hudson Asset Management, L.P. 0.48% Reduce -3.0% 1,610 $1.0M
Norden Group LLC 0.21% Add +63.3% 1,607 $1.0M
First Financial Bank - Trust Division 0.10% No change 1,600 $1.0M
Beverly Hills Private Wealth, LLC 0.24% Add +3.2% 1,599 $1.0M
United Asset Strategies, Inc. 0.10% Add +8.1% 1,598 $1.0M
Bfsg, LLC 0.14% Reduce -3.5% 1,597 $1.0M
IHT Wealth Management, LLC 0.04% Add +5.8% 1,588 $1.0M
JFS Wealth Advisors, LLC 0.08% Add +1.2% 1,583 $1.0M
Legacy Capital Group California, Inc. 0.38% Reduce -3.5% 1,579 $1.0M
Smith Salley Wealth Management 0.08% Add +13.4% 1,553 $1.0M
Heritage Investors Management Corp. 0.04% Reduce -6.6% 1,550 $1.0M
Sherbrooke Park Advisers LLC 0.20% New 1,549 $1.0M
Fulton Bank, N.A. 0.04% Add +14.7% 1,549 $1.0M
MJP Associates Inc. 0.22% Add +35.4% 1,547 $1.0M
Heritage Wealth Advisors 0.05% Add +0.5% 1,542 $1.0M
PFG Investments, LLC 0.06% Add +68.0% 1,541 $1.0M
MorganRosel Wealth Management, LLC 0.35% Add +10.2% 1,530 $995K
Sonnipe Ltd. 0.10% No change 1,530 $995K
Smithfield Trust Co 0.05% Add +0.8% 1,522 $994K
Signature Resources Capital Management, LLC 0.93% No change 1,584 $990K
Tritonpoint Wealth, LLC 0.10% Reduce -5.8% 1,525 $988K
Veltria Advisors Corp. 0.25% New 1,516 $985K
Douglas Lane & Associates, LLC 0.01% Add +100.4% 1,509 $981K
Fiduciary Family Office, LLC 0.38% Add +22.8% 1,508 $980K
K.J. Harrison & Partners Inc 0.15% Add +200.0% 1,500 $975K
OneDigital Investment Advisors LLC 0.02% Reduce -17.8% 1,499 $975K
Regatta Capital Group, LLC 0.22% Add +2.7% 1,499 $974K
Simon Quick Advisors, LLC 0.07% Add +8.2% 1,499 $974K
Fidelis Capital Partners, LLC 0.15% Reduce -7.5% 1,491 $969K
Edmond DE Rothschild Holding S.A. 0.02% Reduce -13.3% 1,487 $967K
Van Strum & Towne Inc. 0.35% No change 1,486 $966K
Intrust Bank NA 0.10% Add +0.6% 1,482 $963K
Proffitt & Goodson Inc. 0.17% Add +1.4% 1,481 $963K
Sentry Investment Management LLC 0.37% No change 1,469 $955K
Donoghue Forlines LLC 0.27% Add +23.5% 1,467 $954K
Fort Pitt Capital Group, LLC 0.03% Reduce -9.9% 1,461 $950K
Global Retirement Partners, LLC 0.04% Add +4.6% 1,458 $947K
Stonehage Fleming Financial Services Holdings Ltd 0.06% Add +20.7% 2,145 $944K
Schear Investment Advisers, LLC 0.76% New 1,451 $943K
Grove Bank & Trust 0.16% Reduce -0.3% 1,451 $943K
Community Bank & Trust, Waco, Texas 0.23% Reduce -1.0% 1,449 $942K
Turtle Creek Wealth Advisors, LLC 0.23% Reduce -5.8% 1,449 $942K
Trillium Asset Management, LLC 0.02% Add +58.3% 1,445 $939K
SRN Advisors, LLC 0.73% Add +5.4% 1,440 $936K
Unique Wealth Strategies, LLC 0.46% Reduce -22.4% 1,430 $929K
Delta Financial Group, Inc. 0.27% No change 1,429 $929K
Texas Capital Bancshares Inc 0.42% Reduce -4.7% 1,424 $926K
Boston Family Office LLC 0.07% Reduce -14.3% 1,414 $919K
Westfield Capital Management Co. LP 0.00% No change 1,410 $917K
HBK Sorce Advisory LLC 0.03% Reduce -4.3% 1,408 $915K
Crew Capital Management, Ltd 0.74% Add +230.9% 1,403 $912K
IPG Investment Advisors LLC 0.20% New 1,399 $909K
South Dakota Investment Council 0.02% Add +7.5% 1,398 $909K
Symphony Financial, Ltd. Co. 0.21% Reduce -14.3% 1,394 $906K
Ancora Advisors LLC 0.02% Add +0.8% 1,393 $906K
WR Wealth Planners, LLC 0.28% Add +7.7% 1,390 $904K
Mesirow Financial Investment Management, Inc. 0.02% Add +9.4% 1,389 $903K
Pinnacle Associates Ltd. 0.01% Add +4.6% 1,389 $903K
WESPAC Advisors, LLC 0.52% New 1,384 $900K
BBR Partners, LLC 0.07% Add +28.4% 1,380 $897K
Icon Wealth Advisors, LLC 0.08% New 1,378 $896K
Verdence Capital Advisors LLC 0.08% Reduce -0.8% 1,377 $895K
Lake Street Private Wealth, LLC 0.12% New 1,375 $894K
PFC Capital Group, Inc. 0.48% No change 1,375 $893K
W.H. Cornerstone Investments Inc. 0.64% Add +72.3% 1,373 $892K
Northern Financial Advisors Inc 0.70% Reduce -2.6% 1,371 $891K
Financial Engines Advisors L.L.C. 0.00% New 1,370 $891K
Keel Point, LLC 0.09% Add +2.9% 1,370 $891K
Howland Capital Management LLC 0.04% No change 1,365 $887K
Belpointe Asset Management LLC 0.07% Add +115.9% 1,356 $881K
TrinityPoint Wealth, LLC 0.15% Reduce -0.4% 1,356 $881K
MMBG Investment Advisors Co. 0.09% No change 1,345 $874K
DRW Securities, LLC 0.05% Add +16.9% 1,334 $867K
Focus Financial Network, Inc. 0.04% — 1,425 $867K
Harbor Group, Inc. 0.23% No change 1,329 $864K
Elevated Capital Advisors, LLC 0.25% Add +2.1% 1,328 $863K
Equitable Holdings, Inc. 0.01% Add +15.3% 1,323 $860K
Gratus Wealth Advisors, LLC 0.16% No change 1,411 $858K
Pinnacle West Asset Management, Inc. 0.68% No change 1,320 $858K
Conestoga Capital Advisors, LLC 0.01% Reduce -2.9% 1,320 $858K
Integrated Advisors Network LLC 0.04% Add +11.2% 1,314 $854K
Eastern Bank 0.04% Reduce -3.2% 1,312 $853K
Commerzbank Aktiengesellschaft 0.03% Add +34.8% 1,306 $849K
FineMark National Bank & Trust 0.03% Add +1.7% 1,306 $849K
First Affirmative Financial Network 0.63% Reduce -1.5% 1,305 $848K
Level Four Advisory Services, LLC 0.05% No change 1,354 $846K
Oliver Luxxe Assets LLC 0.18% Reduce -11.7% 1,302 $846K
Arkadios Wealth Advisors 0.07% Add +3.9% 1,290 $838K
Richard W. Paul & Associates, LLC 0.33% Reduce -2.3% 1,286 $836K
Mgo One Seven LLC 0.04% Add +4.4% 1,283 $834K
First Commonwealth Financial Corp 0.22% Add +12.8% 1,282 $833K
Hoxton Planning & Management, LLC 0.40% Add +0.8% 1,279 $831K
Penserra Capital Management LLC 0.01% Reduce -49.0% 1,280 $831K
Vise Technologies, Inc. 0.16% Add +49.0% 1,277 $830K
SS&H Financial Advisors, Inc. 0.34% No change 1,275 $828K
Spinnaker Trust 0.05% Reduce -4.4% 1,271 $826K
Geneos Wealth Management Inc. 0.04% Reduce -3.7% 1,270 $825K
Meridian Wealth Management, LLC 0.14% Add +2.1% 1,266 $823K
Act Wealth Management, LLC 0.41% Reduce -3.8% 1,265 $822K
Advisor Resource Council 0.35% Add +280.6% 1,313 $821K
New Hampshire Trust 0.19% Reduce -1.0% 1,259 $818K
Summit Financial, LLC 0.05% Reduce -8.3% 1,256 $816K
Gryphon Financial Partners LLC 0.14% Reduce -23.4% 1,253 $815K
Geller Advisors LLC 0.07% Add +3.9% 1,250 $813K
Cardiff Park Advisors, LLC 0.08% No change 1,248 $811K
Plimoth Trust Co. LLC 0.21% Reduce -0.4% 1,240 $806K
Money Concepts Capital Corp. 0.07% Add +2.0% 1,236 $803K
Baldwin Wealth Partners LLC 0.06% Reduce -4.1% 1,230 $800K
1ST Source Bank 0.05% No change 1,230 $800K
TRUE Private Wealth Advisors 0.09% Add +3.4% 1,229 $799K
Kingsview Wealth Management, LLC 0.02% Add +6.5% 1,222 $795K
Ramiah Investment Group 0.74% Reduce -3.5% 1,214 $789K
Avitas Wealth Management LLC 0.12% Reduce -0.3% 1,212 $788K
North Star Investment Management Corp. 0.06% Reduce -2.4% 1,210 $787K
Principle Wealth Partners LLC 0.06% Reduce -0.2% 1,208 $785K
Neville Rodie & Shaw Inc. 0.06% No change 1,207 $785K
Inceptionr LLC 0.20% New 1,207 $785K
Wealth Architects, LLC 0.10% Reduce -0.3% 1,207 $785K
Scientech Research LLC 0.41% Reduce -48.7% 1,200 $780K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.40% Reduce -74.5% 1,200 $780K
Glenview Trust Co 0.02% Reduce -7.0% 1,200 $780K
Virtus Advisers, LLC 0.41% Add +2.8% 1,194 $776K
Authentikos Wealth Advisory, LLC 0.78% No change 1,191 $774K
PAX Financial Group, LLC 0.15% Reduce -5.5% 1,188 $772K
Harbor Investment Advisory, LLC 0.08% Add +2.0% 1,178 $766K
Whalerock Point Partners, LLC 0.22% No change 1,176 $764K
Alta Wealth Advisors LLC 0.39% Reduce -16.3% 1,175 $764K
DGS Capital Management, LLC 0.22% Reduce -0.6% 1,172 $762K
Concord Wealth Partners 0.14% Add +17.9% 1,164 $757K
Hohimer Wealth Management, LLC 0.18% Reduce -35.9% 1,164 $757K
Caxton Associates LP 0.05% New 1,160 $754K
Childress Capital Advisors, LLC 0.22% Reduce -10.1% 1,159 $753K
Concord Asset Management, LLC 0.20% Add +17.9% 1,153 $749K
Stanley-Laman Group, Ltd. 0.10% No change 1,151 $748K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.3% 1,149 $747K
PDS Planning, Inc 0.08% Add +5.2% 1,144 $744K
FCG Investment Co 0.59% Add +98.8% 1,139 $740K
Truvestments Capital LLC 0.28% Add +2.1% 1,130 $735K
Magnus Financial Group LLC 0.09% Add +0.1% 1,129 $734K
Breakwater Capital Group 0.18% Add +9.9% 1,128 $733K
Regent Peak Wealth Advisors LLC 0.19% Add +0.4% 1,127 $733K
Trivant Custom Portfolio Group, LLC 0.47% Reduce -86.7% 1,125 $731K
Colonial River Investments, LLC 0.41% New 1,125 $731K
CM Wealth Advisors LLC 0.21% New 1,136 $728K
Concentric Wealth Management, LLC 0.19% Reduce -0.9% 1,120 $728K
Kolinsky Wealth Management, LLC 0.56% Add +3.3% 1,118 $727K
Forum Financial Management, LP 0.01% Add +0.7% 1,116 $725K
Morningstar Investment Services LLC 0.01% Reduce -40.7% 1,116 $724K
Beaumont Financial Advisors, LLC 0.06% Add +18.9% 1,108 $720K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.6% 1,103 $717K
Zega Financial, LLC 0.31% New 1,096 $712K
Quadcap Wealth Management, LLC 0.16% Reduce -11.5% 1,096 $712K
Koshinski Asset Management, Inc. 0.07% Add +33.9% 1,094 $711K
Abbrea Capital, LLC 0.09% No change 1,094 $711K
Prospera Financial Services Inc 0.02% Add +30.6% 1,093 $711K
First National Bank of Hutchinson 0.47% Reduce -1.4% 1,092 $710K
NBT Bank, N.A. 0.05% No change 1,092 $710K
Credential Qtrade Securities Inc. 0.04% Reduce -71.8% 1,089 $708K
J.W. Cole Advisors, Inc. 0.04% Add +61.9% 1,099 $708K
Chapin Davis, Inc. 0.26% Add +14.2% 1,084 $705K
Legacy Financial Advisors, Inc. 0.13% Add +7.7% 1,082 $703K
CHICAGO TRUST Co NA 0.15% Add +5.3% 1,080 $702K
Sigma Planning Corp 0.02% New 1,079 $702K
Evercore Wealth Management, LLC 0.01% Reduce -1.3% 1,079 $701K
Triasima Portfolio Management inc. 0.06% Reduce -10.8% 1,074 $698K
Leavell Investment Management, Inc. 0.04% Add +7.8% 1,072 $697K
Voya Financial Advisors, Inc. 0.08% Reduce -16.5% 1,073 $696K
Parkside Financial Bank & Trust 0.11% Reduce -4.8% 1,069 $695K
Institute for Wealth Management, LLC. 0.09% Reduce -1.9% 1,068 $694K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% Reduce -69.8% 1,064 $692K
ICW Investment Advisors LLC 0.31% Add +1.4% 1,059 $688K
Argus Investors' Counsel, Inc. 0.42% Reduce -1.1% 1,058 $687K
Yarbrough Capital, LLC 0.03% No change 1,055 $686K
Asahi Life Asset Management Co., LTD. 0.41% Reduce -7.1% 1,050 $683K
KMG Fiduciary Partners, LLC 0.07% No change 1,050 $683K
WINTON GROUP Ltd 0.05% New 1,047 $681K
Motiv8 Investments LLC 0.53% Add +24.3% 1,040 $676K
Wharton Business Group, LLC 0.03% No change 1,035 $673K
GC Wealth Management RIA, LLC 0.13% Reduce -3.3% 1,029 $669K
Essex Financial Services, Inc. 0.06% Add +8.7% 1,023 $665K
Tiemann Investment Advisors, LLC 0.30% Reduce -3.3% 1,016 $660K
Aaron Wealth Advisors LLC 0.09% No change 1,012 $658K
Private Trust Co. NA 0.07% Reduce -4.4% 1,009 $656K
Journey Advisory Group, LLC 0.08% Add +7.8% 1,008 $655K
Sand Hill Global Advisors, LLC 0.03% Reduce -1.3% 1,007 $655K
Bull Oak Capital, LLC 0.44% Add +0.2% 1,005 $653K
Waterloo Capital, L.P. 0.08% Add +45.9% 1,001 $651K
Catalyst Private Wealth, LLC 0.34% Reduce -3.6% 1,001 $651K
Glaxis Capital Management, LLC 1.22% New 1,000 $650K
RBF Capital, LLC 0.04% No change 1,000 $650K
Burney Co./ 0.02% Reduce -9.0% 996 $647K
Interchange Capital Partners, LLC 0.44% Add +27.1% 957 $647K
Perkins Coie Trust Co 0.15% Reduce -0.8% 992 $645K
Certuity, LLC 0.06% Reduce -52.6% 991 $644K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Add +1.9% 991 $644K
Bell Investment Advisors, Inc 0.13% Add +0.2% 990 $644K
Financial Advocates Investment Management 0.04% Add +5.9% 990 $643K
Caldwell Trust Co 0.07% Reduce -0.7% 987 $642K
Wallace Advisory Group, LLC 0.48% Reduce -7.9% 1,024 $640K
Wealthstar Advisors, LLC 0.22% Add +1.3% 984 $640K
Strategic Blueprint, LLC 0.05% Add +12.0% 980 $637K
MWA Asset Management 0.46% Add +0.8% 971 $631K
Tolleson Wealth Management, Inc. 0.12% No change 969 $630K
Traynor Capital Management, Inc. 0.06% Reduce -1.5% 967 $629K
First National Trust Co 0.03% Reduce -1.2% 963 $626K
MBB Public Markets I LLC 0.04% New 959 $623K
Vest Financial, LLC 0.02% New 958 $623K
Choreo, LLC 0.02% Add +2.0% 957 $622K
HCR Wealth Advisors 0.09% Add +57.8% 956 $621K
Horizon Family Wealth, Inc. 0.48% Add +0.5% 953 $619K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +4.0% 947 $616K
Symmetry Partners, LLC 0.05% No change 946 $615K
CoreCap Advisors, LLC 0.03% Reduce -71.0% 944 $614K
Sage Mountain Advisors LLC 0.06% Reduce -2.5% 942 $612K
L2 Asset Management, LLC 0.20% Add +8.6% 940 $611K
Concorde Asset Management, LLC 0.41% Reduce -3.8% 930 $605K
Integrated Investment Consultants, LLC 0.17% No change 923 $600K
Seven Mile Advisory 0.45% Add +1.7% 921 $599K
Gotham Asset Management 0.01% Reduce -17.8% 913 $593K
Fluent Financial, LLC 0.33% Reduce -2.4% 911 $592K
Alpha Family Trust 0.36% No change 905 $588K
Godsey & Gibb, Inc. 0.06% No change 905 $588K
Ethos Financial Group, LLC 0.11% Add +25.0% 905 $588K
Bond & Devick Financial Network, Inc. 0.32% Add +0.4% 904 $588K
Supplemental Annuity Collective Trust of NJ 0.18% No change 900 $585K
Nicolet Advisory Services, LLC 0.06% Add +20.4% 908 $585K
Axiom Advisory, LLC 0.43% No change 897 $583K
Park Edge Advisors, LLC 0.16% Reduce -0.4% 895 $582K
Epic Trust Investment Advisors, LLC 0.71% Add +3.2% 891 $579K
Burke & Herbert Bank & Trust Co. 0.44% No change 890 $579K
Ulland Investment Advisors, LLC 0.47% Add +11.2% 887 $577K
Wellington Shields Capital Management, LLC 0.11% No change 875 $569K
Meadow Creek Wealth Advisors LLC 0.39% Add +1.8% 873 $567K
Washington Trust Bank 0.05% Add +4.4% 872 $567K
Catalyst Financial Partners LLC 0.15% Add +4.9% 923 $566K
Clearstead Trust, LLC 0.15% Add +0.1% 870 $565K
Pathway Financial Advisors LLC 0.15% No change 869 $565K
Plancorp, LLC 0.02% Add +2.7% 864 $562K
Austin Private Wealth, LLC 0.06% Reduce -1.5% 899 $560K
Allstate Corp. 0.04% Reduce -3.9% 854 $555K
Congress Park Capital LLC 0.24% Reduce -12.8% 850 $553K
Lombard Odier Asset Management (USA) Corp 0.08% Reduce -38.3% 850 $553K
Independent Financial Group, LLC 0.03% Add +6.5% 846 $550K
Veracity Capital LLC 0.21% Add +1.9% 846 $550K
Woodstock Corp. 0.06% Reduce -8.6% 844 $549K
CoreFirst Bank & Trust 0.34% Reduce -2.8% 841 $547K
NFSG Corp 0.24% Add +98.1% 840 $546K
Van Hulzen Asset Management, LLC 0.04% Reduce -27.6% 837 $544K
Everpar Advisors LLC 0.33% Reduce -33.2% 836 $543K
Oakworth Capital, Inc. 0.04% No change 830 $540K
Prosperity Consulting Group, LLC 0.07% Add +29.9% 829 $539K
Truepoint, Inc. 0.02% Reduce -14.7% 827 $538K
Telos Capital Management, Inc. 0.06% Reduce -8.3% 825 $536K
Moneco Advisors, LLC 0.09% Reduce -15.4% 824 $535K
Rockline Wealth Management, LLC 0.19% Add +12.1% 823 $535K
Accurate Wealth Management, LLC 0.16% Add +4.6% 882 $534K
Simmons Bank 0.04% Reduce -2.7% 821 $534K
Sfm, LLC 0.41% Reduce -10.6% 821 $533K
Faithward Advisors, LLC 0.10% Add +14.2% 820 $533K
Alpha Omega Wealth Management LLC 0.10% Reduce -1.8% 819 $532K
ICA Group Wealth Management, LLC 0.11% Add +61.5% 814 $529K
Transform Wealth, LLC 0.05% Add +7.5% 812 $528K
Annis Gardner Whiting Capital Advisors, LLC 0.19% Add +16.4% 811 $527K
Bahl & Gaynor LLC 0.00% Reduce -28.6% 811 $527K
Apeiron RIA LLC 0.15% Reduce -7.2% 810 $527K
KFG Wealth Management, LLC 0.22% Reduce -12.1% 809 $526K
InterOcean Capital Group, LLC 0.01% Reduce -22.3% 808 $525K
Legacy Bridge, LLC 0.31% Add +2.5% 807 $525K
Hartline Investment Corp./ 0.09% Add +35.7% 806 $524K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +1.1% 806 $524K
Elgethun Capital Management 0.13% No change 806 $524K
Bourne Lent Asset Management Inc. 0.21% No change 805 $523K
TFB Advisors LLC 0.19% New 849 $522K
Alta Advisers Ltd 0.26% No change 800 $520K
Mason Investment Advisory Services, Inc. 0.04% No change 800 $520K
NorthStar Asset Management LLC 0.39% Reduce -4.9% 796 $517K
Veery Capital, LLC 0.21% No change 795 $517K
Wealthcare Advisory Partners LLC 0.02% Add +23.7% 793 $515K
MRA Advisory Group 0.31% Add +1.0% 793 $515K
Saranac Partners Ltd 0.31% Reduce -33.3% 790 $514K
Janiczek Wealth Management, LLC 0.11% Add +10.1% 788 $512K
Prairie Wealth Advisors, Inc. 0.24% — 786 $511K
Harbert Fund Advisors, LLC 0.35% New 785 $510K
Trilogy Capital Inc. 0.03% New 781 $508K
Contravisory Investment Management, Inc. 0.11% Reduce -3.4% 777 $505K
Southeast Asset Advisors, LLC 0.06% Add +6.9% 777 $505K
Crewe Advisors LLC 0.06% New 777 $505K
Family Firm, Inc. 0.12% Add +0.1% 776 $504K
Catalina Capital Group, LLC 0.21% New 772 $502K
Chapman Investment Management, LLC 0.37% Reduce -11.5% 769 $500K
Private Client Services, LLC 0.34% Add +4.8% 767 $499K
Busey Bank 0.02% Reduce -37.2% 767 $499K
BlueSky Wealth Advisors, LLC 0.39% No change 766 $498K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -0.1% 762 $495K
Edge Financial Advisors LLC 0.44% — 761 $495K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.1% 761 $495K
Wexford Capital LP 0.10% New 760 $494K
Fortune Financial Advisors, LLC 0.31% Reduce -15.3% 756 $491K
New Century Financial Group, LLC 0.34% Reduce -5.3% 755 $491K
Verity Asset Management, Inc. 0.27% No change 752 $489K
FFT Wealth Management LLC 0.04% Add +7.6% 752 $489K
Arrow Financial Corp 0.05% No change 750 $488K
Beacon Bank & Trust 0.12% Add +21.7% 741 $482K
Global Endowment Management, LP 0.05% Reduce -14.3% 737 $479K
Carnegie Investment Counsel 0.01% Add +6.8% 736 $478K
TCI Wealth Advisors, Inc. 0.05% Reduce -0.3% 734 $477K
Clare Market Investments LLC 0.15% No change 733 $476K
Fishman Jay A Ltd. 0.05% No change 732 $476K
AlTi Global, Inc. 0.01% Add +92.1% 730 $475K
Stegent Equity Advisors, Inc. 0.48% No change 729 $474K
Keystone Wealth Services, LLC 0.15% No change 729 $474K
Kennon-Green & Company, LLC 0.44% Reduce -0.1% 728 $473K
Bigelow Investment Advisors, LLC 0.23% Add +10.5% 728 $473K
Hillsdale Investment Management Inc. 0.04% Add +15.9% 728 $473K
Drive Wealth Management, LLC 0.13% Add +4.3% 725 $471K
Johnson Bixby & Associates, LLC 0.08% No change 725 $471K
Gill Capital Partners, LLC 0.19% No change 753 $471K
Csenge Advisory Group 0.03% Add +24.9% 723 $470K
Prestige Wealth Management Group LLC 0.10% Add +0.1% 722 $469K
Foundations Investment Advisors, LLC 0.01% Reduce -4.1% 721 $469K
WP Advisors, LLC 0.15% Add +0.1% 721 $469K
Clear Creek Financial Management, LLC 0.06% New 720 $468K
Bernardo Wealth Planning LLC 0.13% No change 719 $467K
Founders Financial Securities LLC 0.05% Add +3.8% 719 $467K
KCM Investment Advisors LLC 0.02% Add +9.0% 716 $465K
Bank of Marin 0.41% Add +1.9% 715 $465K
Fortis Capital Advisors, LLC 0.20% New 714 $464K
CYBER HORNET ETFs LLC 0.55% Reduce -2.8% 720 $461K
Capital Investment Advisory Services, LLC 0.05% New 706 $459K
Union Savings Bank 0.24% No change 705 $458K
Samalin Investment Counsel, LLC 0.22% Add +0.3% 704 $458K
Betterment LLC 0.00% New 702 $456K
Power Wealth Management LLC 0.29% Reduce -7.6% 701 $456K
Capital Investment Counsel, Inc 0.08% No change 700 $455K
Pflug Koory, LLC 0.03% No change 700 $455K
Winthrop Advisory Group LLC 0.07% Reduce -2.9% 698 $454K
Fort Sheridan Advisors LLC 0.09% Add +19.3% 698 $454K
17 Capital Partners, LLC 0.33% No change 693 $450K
International Assets Investment Management, LLC 0.05% Reduce -7.0% 704 $450K
Scissortail Wealth Management, LLC 0.12% New 692 $450K
Twin Peaks Wealth Advisors, LLC 0.25% Add +4.5% 691 $449K
Great Diamond Partners, LLC 0.10% Reduce -2.5% 691 $449K
Realta Investment Advisors 0.09% New 690 $448K
Journey Strategic Wealth LLC 0.02% Add +85.7% 687 $447K
Glen Eagle Advisors, LLC 0.08% Add +2.9% 676 $439K
John G Ullman & Associates Inc. 0.07% No change 675 $439K
Hills Bank & Trust Co 0.04% Add +10.5% 675 $439K
St. Louis Trust Co 0.07% No change 674 $438K
Planned Solutions, Inc. 0.21% No change 672 $437K
NovaPoint Capital, LLC 0.15% Add +59.0% 671 $436K
Baker Boyer National Bank 0.15% No change 670 $436K
Mechanics Bank Trust Department 0.06% Reduce -4.5% 666 $433K
KG Capital Management 0.17% Add +12.8% 660 $429K
Schnieders Capital Management LLC 0.09% No change 660 $429K
Capital Advisors, Ltd. LLC 0.06% Add +2.6% 659 $429K
Jones Financial Companies LLLP 0.00% Add +117.2% 656 $427K
Triad Investment Management 0.52% No change 656 $426K
Braun-Bostich & Associates Inc. 0.36% Reduce -31.0% 655 $426K
Riverwater Partners LLC 0.31% Reduce -9.3% 654 $425K
Correct Capital Wealth Management 0.10% Add +37.5% 652 $424K
Rehmann Capital Advisory Group 0.03% Reduce -0.6% 650 $423K
9258 Wealth Management, LLC 0.07% Reduce -0.3% 648 $421K
FinTrust Capital Advisors, LLC 0.08% Add +28.9% 647 $421K
Diversified Investment Strategies, LLC 0.28% Reduce -4.3% 646 $420K
Brown Shipley& Co Ltd 0.13% Add +1.1% 654 $418K
Thomasville National Bank 0.03% Reduce -1.8% 643 $418K
Duff & Phelps Investment Management Co. 0.01% New 643 $418K
M3 Advisory Group, LLC 0.38% Add +45.9% 642 $417K
Ewa, LLC 0.19% Add +2.2% 658 $416K
Hummer Financial Advisory Services Inc 0.34% No change 640 $416K
Sustainable Insight Capital Management, LLC 0.30% Add +18.7% 634 $412K
Cynosure Group, LLC 0.07% New 632 $411K
New Millennium Group LLC 0.31% Reduce -14.1% 630 $410K
Somerville Kurt F 0.07% No change 630 $410K
Sonora Investment Management Group, LLC 0.03% No change 630 $410K
Moors & Cabot, Inc. 0.02% Reduce -1.7% 629 $409K
Camden National Bank 0.07% Add +0.8% 629 $409K
Maxi Investments CY Ltd 0.11% New 626 $407K
Quantum Portfolio Management LLC 0.23% Reduce -38.1% 622 $404K
LMR Partners LLP 0.01% New 618 $402K
SeaCrest Wealth Management, LLC 0.05% Add +18.5% 616 $400K
Tanager Wealth Management LLP 0.06% No change 614 $399K
Breed's Hill Capital LLC 0.37% Reduce -1.9% 612 $398K
Valtinson Bruner Financial Planning LLC 0.17% No change 612 $398K
Resources Management Corp. /CT/ 0.06% Add +1.8% 611 $397K
Mattern Capital Management, LLC 0.05% New 610 $397K
TCTC Holdings, LLC 0.01% No change 609 $396K
Wealth Management Partners, LLC 0.20% Add +0.5% 608 $395K
Relyea Zuckerberg Hanson LLC 0.07% Add +3.1% 605 $393K
Bragg Financial Advisors, Inc 0.02% Reduce -2.9% 602 $391K
First Trust Investment Solutions L.P. 0.07% Add +26.0% 601 $391K
Select Asset Management & Trust 0.16% No change 600 $390K
Garden State Investment Advisory Services LLC 0.14% No change 600 $390K
East Coast Asset Management, LLC. 0.14% No change 600 $390K
Newman Dignan & Sheerar, Inc. 0.10% No change 600 $390K
Essex Bank 0.11% No change 615 $384K
Pacific Wealth Management 0.22% No change 613 $383K
Optiver Holding B.V. 0.02% New 589 $383K
Jacobsen Capital Management 0.18% Reduce -4.7% 587 $382K
Bison Wealth, LLC 0.06% Add +0.2% 585 $380K
Cornercap Investment Counsel Inc. 0.06% Reduce -0.2% 584 $380K
Cedar Mountain Advisors, LLC 0.10% Add +0.2% 584 $380K
Crescent Sterling, Ltd. 0.35% No change 583 $379K
Vigilare Wealth Management 0.19% Add +18.3% 582 $378K
Salem Investment Counselors Inc. 0.01% Add +6.6% 581 $378K
SouthState Bank Corp 0.03% Add +8.0% 579 $376K
Sivia Capital Partners, LLC 0.25% Add +8.5% 577 $375K
Columbia Asset Management 0.08% No change 600 $375K
New England Research & Management, Inc. 0.18% No change 575 $374K
Accent Capital Management, LLC 0.32% No change 575 $374K
Eagle Ridge Investment Management 0.03% No change 575 $374K
High Falls Advisors, Inc 0.09% Add +0.2% 575 $373K
Walkner Condon Financial Advisors LLC 0.08% Add +5.5% 574 $373K
Wealth Management Associates, Inc. 0.17% Reduce -13.4% 567 $373K
XML Financial, LLC 0.04% Add +0.2% 571 $371K
Sage Private Wealth Group, LLC 0.30% Add +37.0% 570 $371K
Gradient Capital Advisors, LLC 0.14% No change 567 $369K
Fortitude Family Office, LLC 0.25% No change 566 $368K
Atticus Wealth Management, LLC 0.12% Add +31.1% 556 $362K
Fermata Advisors, LLC 0.08% Add +72.1% 556 $361K
Perennial Investment Advisors, LLC 0.06% Reduce -1.2% 556 $361K
RFG Holdings, Inc. 0.15% New 555 $361K
Endowment Wealth Management, Inc. 0.27% Reduce -5.0% 555 $361K
Tobam 0.03% Add +6.6% 549 $357K
Western Wealth Management, LLC 0.03% Add +0.2% 549 $357K
Tranquility Partners, LLC 0.14% Add +3.6% 548 $356K
Studio Investment Management LLC 0.08% Add +4.6% 548 $356K
Kuhn & Co Investment Counsel 0.33% Add +0.7% 547 $356K
Kapitalo Investimentos Ltda 0.08% Add +142.0% 547 $356K
Blue Trust, Inc. 0.01% Reduce -41.4% 543 $353K
Tufton Capital Management 0.07% Add +5.9% 540 $351K
D'Orazio & Associates, Inc. 0.06% Add +9.6% 536 $348K
Traveka Wealth, LLC 0.16% Add +6.0% 533 $346K
Redwood Investment Management, LLC 0.03% New 529 $344K
Sandy Spring Bank 0.02% Add +10.5% 527 $343K
Intelligence Driven Advisers, LLC 0.05% No change 526 $342K
Crescent Grove Advisors, LLC 0.04% Reduce -47.2% 525 $341K
Andina Capital Management, LLC 0.27% New 524 $341K
Grandfield & Dodd, LLC 0.02% No change 523 $340K
Verus Capital Partners, LLC 0.04% New 522 $340K
Waverly Advisors, LLC 0.01% Add +37.8% 521 $339K
Greenland Capital Management LP 0.06% New 519 $337K
Bremer Bank National Association 0.06% Add +11.6% 518 $337K
Ted Buchan & Co 0.21% No change 515 $335K
Ifrah Financial Services, Inc. 0.09% Reduce -19.6% 511 $332K
Inscription Capital, LLC 0.05% No change 506 $329K
CVA Family Office, LLC 0.06% Add +0.2% 506 $329K
Synergy Financial Group, LTD 0.37% Add +0.8% 505 $328K
RHS Financial, LLC 0.19% Reduce -4.7% 505 $328K
Gen-Wealth Partners Inc 0.16% — 505 $328K
Covenant Partners, LLC 0.10% No change 504 $328K
Colonial Trust Co / SC 0.06% Add +24.4% 504 $327K
Obermeyer Wealth Partners 0.02% Add +0.4% 502 $326K
Ledyard National Bank 0.03% Reduce -1.6% 500 $325K
Reinhart Partners, Llc. 0.01% No change 500 $325K
Two Sigma Securities, LLC 0.02% Reduce -28.8% 498 $324K
Sandhill Capital Partners LLC 0.03% No change 497 $323K
Grunden Financial Advisory, Inc. 0.17% No change 494 $321K
Aft, Forsyth & Company, Inc. 0.18% Reduce -1.0% 488 $317K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -25.1% 487 $317K
JB Capital LLC 0.02% Reduce -6.5% 486 $316K
J. W. Coons Advisors, LLC 0.06% New 485 $315K
Rosenberg Matthew Hamilton 0.09% No change 490 $314K
Capital Investment Counsel, LLC 0.07% No change 480 $312K
Manchester Capital Management LLC 0.04% Add +7.6% 479 $312K
Corundum Group, Inc. 0.15% Reduce -6.7% 477 $310K
Altfest L J & Co. Inc. 0.04% Reduce -23.6% 473 $308K
StoneX Group Inc. 0.03% Reduce -1.1% 472 $307K
Tennessee Valley Asset Management Partners 0.07% No change 470 $306K
McLean Asset Management Corp 0.10% Add +0.4% 475 $306K
Wynn Capital, LLC 0.24% No change 470 $306K
Portside Wealth Group, LLC 0.06% Reduce -10.7% 470 $306K
Transcend Capital Advisors, LLC 0.02% Add +18.0% 465 $302K
Gladius Capital Management LP 0.30% New 464 $302K
180 Wealth Advisors, LLC 0.05% Reduce -0.7% 460 $299K
FDx Advisors, Inc. 0.05% Reduce -79.4% 460 $299K
West Family Investments, Inc. 0.09% Add +4.1% 459 $298K
Fifth Third Wealth Advisors LLC 0.05% Reduce -2.8% 459 $298K
Dark Forest Capital Management LP 0.05% Reduce -68.9% 456 $296K
Keebeck Wealth Management 0.04% Reduce -8.3% 455 $296K
LifeSteps Financial, Inc. 0.22% No change 454 $295K
ABLE Financial Group, LLC 0.12% No change 454 $295K
Live Oak Private Wealth LLC 0.05% No change 454 $295K
Ignite Planners, LLC 0.08% Add +2.4% 461 $295K
MQS Management LLC 0.17% New 453 $294K
Fullerton Fund Management Co Ltd. 0.01% New 453 $294K
Venture Visionary Partners LLC 0.01% Add +0.9% 453 $294K
McClarren Financial Advisors, Inc. 0.21% Add +0.2% 452 $294K
Baker Avenue Asset Management, LP 0.01% Add +7.6% 452 $294K
Lwmg, LLC 0.07% Reduce -21.8% 451 $293K
Matrix Asset Advisors Inc. 0.04% No change 450 $293K
Capital Advisors Inc. 0.01% Add +1.1% 450 $293K
Calydon Capital 0.06% Add +3.1% 460 $291K
Sage Rhino Capital LLC 0.07% Reduce -6.9% 447 $291K
Oxbow Advisors, LLC 0.04% No change 447 $291K
Amplius Wealth Advisors, LLC 0.03% Add +9.8% 446 $290K
Powell Investment Advisors, LLC 0.15% No change 445 $289K
Kovack Advisors, Inc. 0.03% Reduce -7.3% 443 $288K
EverSource Wealth Advisors, LLC 0.02% Add +1.8% 457 $286K
Aprio Wealth Management, LLC 0.06% Add +26.4% 440 $286K
CV Advisors LLC 0.17% No change 439 $285K
360 Financial, Inc. 0.11% No change 436 $284K
Marietta Investment Partners LLC 0.06% Add +16.0% 436 $283K
Wintrust Investments LLC 0.03% No change 436 $283K
Jackson Square Capital, LLC 0.07% Add +2.4% 435 $283K
Acropolis Investment Management, LLC 0.02% No change 435 $283K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -3.1% 434 $282K
Cornerstone Wealth Group, LLC 0.03% New 433 $281K
Concentrum Wealth Management 0.13% Add +4.6% 432 $281K
Malaga Cove Capital, LLC 0.11% No change 432 $281K
Gemmer Asset Management LLC 0.03% Reduce -6.7% 432 $281K
Convergence Investment Partners, LLC 0.11% Reduce -0.2% 430 $280K
WMS Partners, LLC 0.02% Add +9.7% 431 $280K
Invenio Wealth Partners LLC 0.15% Add +27.2% 430 $280K
True North Advisors, LLC 0.08% Reduce -12.8% 430 $280K
Trustmark Bank Trust Department 0.02% No change 430 $280K
Guyasuta Investment Advisors Inc. 0.02% No change 446 $279K
Security Financial Services, INC. 0.06% Add +10.3% 427 $278K
West Coast Financial LLC 0.03% Reduce -14.1% 427 $277K
Carolinas Wealth Consulting LLC 0.05% Add +197.2% 425 $276K
Etesian Wealth Advisors, Inc. 0.16% Reduce -2.3% 422 $274K
Covestor Ltd 0.17% Add +36.4% 420 $274K
Shepherd Financial Partners LLC 0.04% Add +2.5% 418 $272K
Geneva Partners, LLC 0.12% Reduce -27.8% 416 $270K
OneAscent Financial Services LLC 0.03% Add +4.0% 416 $270K
Simplex Trading, LLC 0.01% New 416 $270K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Reduce -3.7% 415 $270K
Diversified Portfolios, Inc. 0.04% Add +26.2% 414 $269K
Canopy Partners, LLC 0.13% New 413 $268K
Jeppson Wealth Management, LLC 0.10% Reduce -1.2% 413 $268K
Values Added Financial LLC 0.21% Add +0.5% 412 $268K
Echo45 Advisors LLC 0.19% Reduce -1.2% 411 $267K
Five Oceans Advisors 0.14% No change 411 $267K
Brown, Lisle/Cummings, Inc. 0.09% No change 410 $267K
BIP Wealth, LLC 0.02% Reduce -9.9% 410 $267K
DSC Advisors, L.P. 0.43% Add +4.9% 409 $266K
Peloton Wealth Strategists 0.11% Add +2.5% 407 $265K
Benin Management CORP 0.08% No change 407 $265K
Aspiriant, LLC 0.01% Add +11.6% 404 $263K
Pine Harbor Wealth Management, LLC 0.16% Add +0.3% 402 $261K
Hall Laurie J Trustee 0.09% No change 400 $261K
Warren Street Wealth Advisors, LLC 0.13% Add +0.5% 401 $261K
Summit Financial Group, Inc. 0.09% No change 401 $261K
Fortis Advisors, LLC 0.17% No change 400 $260K
Carret Asset Management, LLC 0.03% Reduce -0.3% 400 $260K
Ironvine Capital Partners, LLC 0.03% New 400 $260K
Semus Wealth Partners LLC 0.22% Reduce -2.7% 399 $259K
Stonebrook Private Inc. 0.08% Add +4.5% 398 $259K
Solidarity Wealth, LLC 0.08% No change 398 $259K
Kathmere Capital Management, LLC 0.03% Add +16.0% 398 $259K
New Republic Capital, LLC 0.16% Add +14.1% 397 $258K
Wade Financial Advisory, Inc 0.09% Reduce -5.9% 397 $258K
Angeles Investment Advisors, LLC 0.01% New 392 $255K
Quantum Financial Advisors, LLC 0.05% Reduce -2.2% 392 $255K
Advus Financial Partners, LLC 0.08% Add +3.2% 389 $253K
GYL Financial Synergies, LLC 0.02% Add +7.5% 388 $252K
Aerodigm Wealth, LLC 0.10% New 387 $252K
Red Wave Investments LLC 0.09% No change 387 $252K
West Bancorporation Inc. 0.16% Reduce -6.3% 386 $251K
Angeles Wealth Management, LLC 0.03% New 386 $251K
Claret Asset Management Corp 0.04% Reduce -0.8% 385 $250K
Compass Ion Advisors, LLC 0.04% No change 384 $250K
Revolve Wealth Partners, LLC 0.04% New 383 $249K
Goldstein Advisors, LLC 0.04% Reduce -4.0% 381 $247K
New Jersey Better Educational Savings Trust 0.47% No change 380 $247K
Seldon Capital LP 0.15% No change 378 $246K
Gallacher Capital Management LLC 0.12% New 377 $245K
Ameritas Advisory Services, LLC 0.01% Reduce -3.7% 395 $245K
Source Financial Advisors LLC 0.07% Add +0.8% 376 $245K
Financial Network Wealth Advisors LLC 0.24% Add +0.3% 376 $244K
Founders Financial Alliance, LLC 0.07% Reduce -13.6% 376 $244K
Advanced Asset Management Advisors Inc 0.06% Reduce -11.8% 375 $244K
Group One Trading LLC 0.01% Reduce -62.1% 375 $244K
Boothbay Fund Management, LLC 0.01% Reduce -93.9% 375 $244K
Tandem Investment Advisors, Inc. 0.01% New 373 $242K
Crown Wealth Group, LLC 0.12% Add +5.1% 372 $242K
Opal Wealth Advisors, LLC 0.08% Add +10.1% 372 $242K
Guardian Wealth Advisors, LLC / NC 0.03% Add +14.1% 372 $242K
Cottonwood Capital Advisors, LLC 0.19% Reduce -9.4% 395 $242K
Beam Wealth Advisors, Inc. 0.14% No change 371 $241K
Coastline Trust Co 0.03% Reduce -33.9% 371 $241K
Renasant Bank 0.17% Reduce -1.9% 369 $240K
McGlone Suttner Wealth Management, Inc. 0.04% Add +3.4% 368 $239K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Add +10.6% 365 $237K
Centiva Capital, LP 0.01% New 364 $237K
Heritage Investment Group, Inc. 0.03% No change 362 $236K
Marino, Stram & Associates LLC 0.06% Add +0.3% 363 $236K
Pinnacle Bancorp, Inc. 0.07% No change 362 $235K
Associated Banc-Corp 0.01% No change 361 $235K
Successful Portfolios LLC 0.16% No change 358 $233K
Pacific Global Investment Management Co. 0.04% Add +0.3% 358 $232K
Cidel Asset Management Inc. 0.02% Reduce -5.8% 356 $231K
Twelve Points Wealth Management LLC 0.08% No change 355 $231K
Harbour Investments, Inc. 0.01% Add +13.8% 354 $230K
Apexium Financial, LP 0.02% New 354 $230K
Azzad Asset Management Inc. 0.03% Add +0.9% 352 $229K
Ssi Investment Management LLC 0.09% Reduce -0.8% 352 $229K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 352 $229K
Capital Wealth Planning, LLC 0.00% New 352 $229K
GoalFusion Wealth Management, LLC 0.15% Add +0.3% 351 $228K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.5% 350 $228K
Sunflower Bank, N.A. 0.05% No change 350 $228K
Castle Rock Wealth Management, LLC 0.06% Add +0.3% 369 $227K
Leo Wealth, LLC 0.02% Add +9.1% 349 $227K
Concourse Financial Group Securities, Inc. 0.01% Add +47.7% 347 $226K
Vicus Capital 0.02% New 347 $225K
Werba Rubin Papier Wealth Management 0.07% Add +0.9% 346 $225K
Clarkston Capital Partners, LLC 0.00% No change 346 $225K
Aviso Wealth Management 0.14% New 345 $224K
Quadrant Private Wealth Management, LLC 0.06% Reduce -3.1% 345 $224K
NTV Asset Management LLC 0.03% New 344 $224K
Plante Moran Financial Advisors, LLC 0.02% Reduce -7.8% 344 $224K
Members Trust Co 0.01% Reduce -3.4% 342 $222K
Triad Wealth Partners, LLC 0.17% — 341 $222K
Beacon Financial Strategies CORP 0.16% No change 341 $222K
Onyx Bridge Wealth Group LLC 0.04% Reduce -4.9% 348 $222K
Nwam LLC 0.02% Reduce -10.4% 343 $221K
Sound Income Strategies, LLC 0.02% No change 339 $220K
Formidable Asset Management, LLC 0.04% No change 336 $218K
Wealth Group, Ltd. 0.16% — 336 $218K
United Community Bank 0.08% Add +67.5% 335 $218K
Prentice Wealth Management LLC 0.08% No change 335 $218K
Bank of Stockton 0.07% No change 335 $218K
Avior Wealth Management, LLC 0.01% Add +272.2% 335 $218K
Mayflower Financial Advisors, LLC 0.04% New 334 $217K
Lafayette Investments, Inc. 0.05% Add +0.6% 332 $216K
Galvin, Gaustad & Stein, LLC 0.02% No change 332 $216K
Wrapmanager Inc. 0.06% Reduce -5.4% 331 $215K
Family Manage LLC 0.04% New 331 $215K
HUB Investment Partners, LLC 0.01% Reduce -4.3% 330 $215K
Balboa Wealth Partners 0.07% New 328 $213K
Naples Global Advisors, LLC 0.02% Reduce -1.8% 327 $213K
Ranch Capital Advisors Inc. 0.12% Reduce -3.0% 327 $213K
Canvas Wealth Advisors, LLC 0.07% New 347 $213K
AdvisorNet Financial, Inc 0.02% Add +10.8% 327 $213K
LVW Advisors, LLC 0.04% New 327 $213K
Natixis Investment Managers International 0.01% Reduce -4.4% 327 $213K
Barings LLC 0.01% New 327 $213K
Great Valley Advisor Group, Inc. 0.01% New 325 $211K
Vantage Consulting Group Inc 0.13% Reduce -9.7% 325 $211K
Park Place Capital Corp 0.08% Reduce -9.2% 325 $211K
Jaffetilchin Investment Partners, LLC 0.02% New 325 $211K
United Advisor Group, LLC 0.08% New 324 $211K
Girard Partners LTD. 0.02% New 323 $210K
Blue Chip Partners, LLC 0.02% Add +3.9% 323 $210K
Navellier & Associates Inc. 0.03% New 323 $210K
Legacy PCG, LLC 0.13% New 322 $209K
Clarus Wealth Advisors 0.12% Reduce -0.6% 332 $209K
Ausdal Financial Partners, Inc. 0.02% No change 320 $208K
Claro Advisors Inc. 0.04% Reduce -74.1% 319 $207K
Rothschild Investment LLC 0.01% Add +3.6% 319 $207K
Fiera Capital Corp 0.00% Reduce -75.9% 319 $207K
Emerald Advisors, LLC 0.04% Reduce -3.9% 318 $207K
AJOVista, LLC 0.56% No change 318 $207K
Chesapeake Wealth Management 0.08% Reduce -5.6% 318 $207K
Westmount Partners, LLC 0.07% New 318 $207K
Hemington Wealth Management 0.07% Reduce -1.9% 314 $205K
Retirement Solution LLC 0.06% New 315 $205K
Mirabella Financial Services LLP 0.01% New 314 $204K
Riverview Trust Co 0.16% New 313 $203K
Royal Fund Management, LLC 0.02% Reduce -61.5% 313 $203K
Stage Harbor Financial, LLC 0.18% New 311 $202K
Edmonds Duncan Registered Investment Advisors, LLC 0.05% New 310 $202K
Tyche Wealth Partners LLC 0.05% Reduce -61.1% 310 $202K
Fulton Breakefield Broenniman LLC 0.02% New 310 $202K
Stratos Investment Management, LLC 0.02% New 309 $201K
Aureus Asset Management, LLC 0.01% New 309 $201K
Gilliland Jeter Wealth Management LLC 0.07% Reduce -32.5% 293 $191K
Planning Capital Management Corp 0.14% No change 293 $190K
Cetera Trust Company, N.A 0.11% No change 293 $190K
Raleigh Capital Management Inc. 0.08% Add +127.1% 293 $190K
Pacific Capital Wealth Advisors, Inc. 0.04% Add +0.7% 290 $189K
Valley National Advisers Inc. 0.03% Add +5.8% 274 $178K
Western Pacific Wealth Management, LP 0.13% Reduce -4.7% 265 $172K
DT Investment Partners, LLC 0.02% No change 246 $160K
McIlrath & Eck, LLC 0.02% Add +78.5% 241 $157K
Hexagon Capital Partners LLC 0.03% Add +10.3% 235 $153K
Rise Advisors, LLC 0.08% Add +160.0% 234 $152K
Pension & Wealth Management Advisors, Inc. 0.10% No change 233 $152K
Capital Analysts, LLC 0.01% Add +16.7% 231 $150K
Delta Asset Management LLC 0.01% No change 230 $150K
C M Bidwell & Associates Ltd. 0.10% Add +0.4% 227 $148K
Main Street Group, LTD 0.07% No change 225 $144K
First Manhattan Co. Llc. 0.00% No change 219 $142K
Islay Capital Management, LLC 0.10% No change 205 $133K
New Covenant Trust Company, N.A. 0.13% — 201 $131K
Peoples Bank 0.10% No change 200 $130K
Birch Capital Management, LLC 0.07% No change 197 $128K
St Germain D J Co. Inc. 0.01% No change 197 $128K
Sands Capital Management, LLC 0.00% No change 195 $127K
Versant Capital Management, Inc 0.04% No change 190 $124K
Farmers & Merchants Investments Inc. 0.00% No change 190 $124K
General Partner, Inc. 0.08% New 187 $122K
Washington Trust Advisors, Inc. 0.01% Add +63.6% 180 $117K
Indiana Trust & Investment Management Co 0.05% No change 180 $117K
Lanark Financial, Inc. 0.01% Add +9.5% 162 $115K
Atlas Capital Advisors Inc. 0.02% No change 168 $109K
Cambridge Trust Co. 0.00% No change 160 $104K
Avalon Trust Co 0.01% No change 157 $102K
WASHINGTON TRUST Co 0.00% Reduce -1.3% 152 $99K
Wellington Shields & Co., LLC 0.03% No change 151 $98K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -7.4% 150 $98K
Highline Wealth Partners LLC 0.04% No change 139 $91K
Johnson Financial Group, Inc. 0.00% No change 139 $90K
Private Wealth Management Group, LLC 0.04% No change 131 $85K
Loomis Sayles & Co. L P 0.00% Add +7.4% 131 $85K
Global Financial Private Client, LLC 0.04% No change 129 $83K
Mowery & Schoenfeld Wealth Management, LLC 0.16% New 125 $81K
Redmont Wealth Advisors LLC 0.11% New 124 $81K
Princeton Global Asset Management LLC 0.02% Reduce -3.1% 123 $80K
Mendota Financial Group, LLC 0.05% Reduce -62.9% 122 $79K
Larson Financial Group LLC 0.01% Add +4.3% 121 $79K
Mizuho Securities Co. Ltd. 0.43% Add +500.0% 120 $78K
Eagle Bay Advisors LLC 0.05% Add +67.6% 119 $77K
Center for Financial Planning, Inc. 0.01% No change 115 $75K
Caitlin John, LLC 0.06% Reduce -2.6% 112 $73K
Hilltop National Bank 0.02% — 108 $70K
SJS Investment Consulting Inc. 0.01% No change 108 $70K
GW&K Investment Management, LLC 0.00% Reduce -1.8% 107 $70K
Custom Portfolio Group LLC 0.06% No change 107 $70K
Wunderlich Capital Managemnt 0.03% Reduce -1.8% 107 $70K
Deseret Mutual Benefit Administrators 0.03% Reduce -1.9% 106 $69K
Addison Advisors LLC 0.02% Add +2.0% 102 $66K
Palisade Asset Management, LLC 0.01% New 100 $65K
LRI Investments, LLC 0.02% — 99 $64K
DecisionPoint Financial, LLC 0.03% No change 100 $64K
Ofi Invest Asset Management 0.00% Add +6.1% 105 $63K
Operose Advisors LLC 0.02% Reduce -46.9% 95 $62K
EntryPoint Capital, LLC 0.05% New 93 $60K
Horizon Bancorp Inc. 0.03% Reduce -5.1% 93 $60K
Financial Management Professionals, Inc. 0.01% Reduce -34.8% 92 $60K
Continuum Advisory, LLC 0.01% New 94 $59K
Toth Financial Advisory Corp. 0.01% Reduce -11.8% 90 $59K
Piscataqua Savings Bank 0.05% Reduce -15.9% 90 $59K
Laurel Wealth Advisors LLC 0.01% No change 89 $58K
Abound Wealth Management 0.02% Reduce -10.2% 88 $57K
Activest Wealth Management 0.03% No change 87 $57K
Paladin Advisory Group, LLC 0.04% No change 87 $56K
SOA Wealth Advisors, LLC. 0.01% Reduce -37.3% 84 $55K
Webster Bank, N. A. 0.01% Add +24.6% 81 $53K
Cornerstone Planning Group LLC 0.02% Reduce -25.9% 83 $52K
Key Financial Inc 0.01% No change 80 $52K
AlphaQuest LLC 0.01% New 79 $51K
GPS Wealth Strategies Group, LLC 0.01% No change 77 $50K
First United Bank & Trust 0.02% No change 74 $48K
West Paces Advisors Inc. 0.01% Reduce -36.8% 72 $47K
Fernwood Investment Management, LLC 0.01% New 70 $46K
Global Assets Advisory, LLC 0.03% New 71 $45K
Atwood & Palmer Inc. 0.00% Add +3.0% 69 $45K
Barrett & Company, Inc. 0.02% No change 65 $42K
Tidemark, LLC 0.02% No change 65 $42K
Spectrum Wealth Counsel, LLC 0.01% Reduce -4.4% 65 $42K
Salomon & Ludwin, LLC 0.00% Add +276.5% 64 $42K
Pacifica Partners Inc. 0.02% No change 65 $41K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 60 $39K
Sachetta, LLC 0.02% No change 62 $39K
Wetzel Investment Advisors, Inc. 0.02% Reduce -1.7% 59 $36K
Bogart Wealth, LLC 0.00% No change 55 $36K
Institutional & Family Asset Management, LLC 0.01% Add +14.9% 54 $35K
Bangor Savings Bank 0.00% No change 54 $35K
Steph & Co. 0.01% No change 53 $34K
Castleview Partners, LLC 0.02% No change 52 $34K
City State Bank 0.01% No change 50 $33K
Tanglewood Legacy Advisors, LLC 0.02% No change 50 $33K
Cape Investment Advisory, Inc. 0.02% Reduce -9.1% 50 $33K
Albion Financial Group 0.00% Reduce -7.4% 50 $33K
First Financial Corp. 0.02% Reduce -73.6% 48 $31K
MCF Advisors LLC 0.00% Add +4.3% 48 $31K
Provenance Wealth Advisors, LLC 0.00% No change 46 $30K
Frazier Financial Advisors, LLC 0.02% Add +45.2% 45 $29K
Optimum Investment Advisors 0.01% No change 44 $29K
Colonial Trust Advisors 0.00% Add +7.3% 44 $29K
Hanson & Doremus Investment Management 0.00% Add +53.6% 43 $28K
West Branch Capital LLC 0.01% Add +79.2% 43 $28K
DiNuzzo Private Wealth, Inc. 0.00% No change 40 $26K
Creative Financial Designs Inc. 0.00% Add +8.6% 38 $25K
Grayhawk Investment Strategies Inc. 0.02% No change 36 $23K
Solstein Capital, LLC 0.02% No change 36 $23K
Northwest Capital Management Inc 0.01% No change 36 $23K
Aspect Partners, LLC 0.02% No change 33 $21K
Front Row Advisors LLC 0.01% No change 32 $21K
Towne Trust Company, N.A 0.01% No change 32 $21K
Hollencrest Capital Management 0.00% Reduce -93.8% 31 $20K
Independence Bank of Kentucky 0.01% Add +50.0% 30 $20K
Beaird Harris Wealth Management, LLC 0.00% Reduce -59.7% 29 $19K
Rakuten Securities, Inc. 0.01% Add +33.3% 28 $18K
Archer Investment Corp 0.01% No change 28 $18K
Tortoise Investment Management, LLC 0.00% Add +3.7% 28 $18K
Kiely Wealth Advisory Group, Inc. 0.01% No change 28 $18K
Kelly Financial Services LLC 0.01% No change 27 $18K
Valued Wealth Advisors LLC 0.01% Add +42.1% 27 $18K
Tucker Asset Management LLC 0.00% Add +8.0% 27 $18K
Creekmur Asset Management LLC 0.01% New 26 $17K
Wolff Wiese Magana LLC 0.01% No change 25 $16K
Tradewinds Capital Management, LLC 0.00% Add +150.0% 25 $16K
Cedar Wealth Management, LLC 0.01% No change 24 $16K
Trifecta Capital Advisors, LLC 0.00% No change 24 $16K
Bear Mountain Capital, Inc. 0.01% No change 25 $15K
Dunhill Financial, LLC 0.01% Add +15.0% 23 $15K
Kozak & Associates, Inc. 0.00% Add +109.1% 23 $15K
REAP Financial Group, LLC 0.00% Reduce -21.4% 22 $14K
Raffa Wealth Management, LLC 0.00% Reduce -18.5% 22 $14K
Balefire, LLC 0.00% Reduce -34.4% 21 $14K
First Pacific Financial 0.00% No change 21 $14K
Northwest Investment Counselors, LLC 0.00% New 21 $14K
Adirondack Trust Co. 0.01% Add +5.3% 20 $13K
RFP Financial Group LLC 0.01% Reduce -4.8% 20 $13K
Capula Management Ltd 0.00% Add +185.7% 20 $13K
Providence Capital Advisors, LLC 0.00% Reduce -86.8% 19 $12K
Beacon Capital Management, LLC 0.00% Add +216.7% 19 $12K
Naples Money Management LLC 0.01% No change 17 $11K
IAG Wealth Partners, LLC 0.00% No change 17 $11K
Core Alternative Capital 0.00% Reduce -86.0% 17 $11K
Tyler-Stone Wealth Management 0.00% No change 16 $10K
TruNorth Capital Management, LLC 0.00% — 16 $10K
HHM Wealth Advisors, LLC 0.00% No change 16 $10K
Avion Wealth 0.00% Reduce -6.3% 15 $10K
Bruce G. Allen Investments, LLC 0.01% No change 15 $10K
Aspire Private Capital, LLC 0.00% No change 15 $10K
TFO Wealth Partners, LLC 0.00% Reduce -11.8% 15 $10K
Westend Capital Management, LLC 0.00% — 14 $9K
Frank, Rimerman Advisors LLC 0.00% No change 14 $9K
PFS Partners, LLC 0.01% No change 13 $8K
HighMark Wealth Management LLC 0.01% No change 13 $8K
Byrne Asset Management LLC 0.01% No change 12 $8K
Abich Financial Wealth Management LLC 0.01% New 12 $8K
Missouri Trust & Investment Co 0.00% No change 12 $8K
TFC Financial Management, Inc. 0.00% No change 12 $8K
Nemes Rush Group LLC 0.00% Reduce -47.6% 11 $7K
WealthCollab, LLC 0.01% No change 11 $7K
Sittner & Nelson, LLC 0.00% No change 11 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $7K
JNBA Financial Advisors 0.00% No change 10 $7K
PrairieView Partners, LLC 0.00% New 8 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 9 $6K
PayPay Securities Corp 0.26% No change 8 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 8 $5K
Mascoma Wealth Management LLC 0.00% No change 8 $5K
PFG Private Wealth Management, LLC 0.00% No change 7 $5K
Riggs Asset Managment Co. Inc. 0.00% New 7 $5K
ORG Partners LLC 0.01% Reduce -90.5% 7 $4K
Tsfg, LLC 0.00% Reduce -66.7% 6 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 6 $4K
Westside Investment Management, Inc. 0.00% No change 6 $4K
True Wealth Design, LLC 0.00% Add +66.7% 5 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 5 $3K
First Command Advisory Services, Inc. 0.00% New 5 $3K
Longfellow Investment Management Co. LLC 0.00% No change 4 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 4 $3K
Voisard Asset Management Group, Inc. 0.00% No change 4 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 3 $2K
Perritt Capital Management Inc 0.00% No change 3 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 3 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -25.0% 3 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 3 $2K
Anfield Capital Management, LLC 0.00% New 2 $1K
Breakwater Investment Management 0.00% — 2 $1K
Bank of New Hampshire 0.00% No change 2 $1K
Evermay Wealth Management LLC 0.00% Reduce -60.0% 2 $1K
WestEnd Advisors, LLC 0.00% No change 2 $1K
FRG Family Wealth Advisors LLC 0.00% New 2 $1K
Horrell Capital Management, Inc. 0.00% No change 1 $1K
Birchbrook, Inc. 0.00% No change 1 $662
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $650
American Capital Advisory, LLC 0.00% New 1 $446

"% of holder's portfolio" is INTU's weight in each manager's 13F, not the share of Intuit Inc. the manager owns.