Lam ResearchLRCX

13F holders, Q2 2024 (June 30)
1,787holders +61
162new positions
93sold out
15famous investors
$1064.05avg. 13F price*

At the end of Q2 2024, 1,787 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 61 from Q1 2024. 162 opened new positions and 93 sold out. The largest holders were BlackRock Inc. ($13.8B), Vanguard Group Inc. ($12.8B) and State Street Corp. ($6.2B). 15 famous investors held it, including Jeremy Grantham (2.8% of GMO's portfolio), Philippe Laffont (1.9% of Coatue Management's portfolio) and David Tepper (1.9% of Appaloosa's portfolio).

Company
Lam Research Corp.
CUSIP
512807108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 1,726Q1 2024Q2 2024: 1,787Q2 2024Q3 2024: 1,336Q3 2024Q4 2024: 91Q4 2024Q1 2025: 46Q1 2025Q2 2025: 41Q2 2025Q3 2025: 36Q3 2025Q4 2025: 35Q4 2025Q1 2026: 33Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions162$564.1M
Exits93$782.5M

All 13F filers, Q1 2024 → Q2 2024: 6,615,466 shares bought and 7,307,489 shares sold, net −692,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,787 holders

BlackRock Inc. 0.31% Add +6.2% 12,929,760 $13.8B
Vanguard Group Inc. 0.25% Add +1.6% 12,050,489 $12.8B
State Street Corp. 0.27% Reduce -0.3% 5,792,590 $6.2B
JPMorgan Chase & Co. 0.40% Reduce -0.9% 4,366,650 $4.6B
FMR LLC 0.28% Add +11.5% 4,107,695 $4.4B
Ameriprise Financial Inc. 0.89% Reduce -12.0% 3,096,604 $3.3B
Geode Capital Management, LLC 0.28% Add +2.3% 3,056,458 $3.2B
T. Rowe Price Associates Inc. 0.32% Reduce -16.1% 2,483,209 $2.6B
Morgan Stanley 0.17% Add +7.5% 2,055,560 $2.2B
Invesco Ltd. 0.42% Add +3.3% 1,867,803 $2.0B
Fisher Asset Management 0.86% Reduce -0.3% 1,860,380 $2.0B
Janus Henderson Group PLC 1.04% Reduce -6.2% 1,827,784 $1.9B
Norges Bank 0.29% Add +8.0% 1,813,335 $1.9B
Northern Trust Corp. 0.25% Add +0.1% 1,414,680 $1.5B
Bank of America Corp. 0.13% Add +11.6% 1,296,643 $1.4B
Nuveen Asset Management, LLC 0.40% Reduce -14.7% 1,287,566 $1.4B
Amundi 0.53% Add +12.8% 1,266,211 $1.4B
Massachusetts Financial Services Co. 0.41% Add +7.7% 1,254,188 $1.3B
Bank of New York Mellon Corp 0.25% Reduce -10.3% 1,229,035 $1.3B
Sands Capital Management, LLC 3.60% Reduce -18.7% 1,149,710 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +16.1% 1,110,536 $1.2B
Goldman Sachs Group Inc. 0.23% Reduce -7.8% 1,092,522 $1.2B
Van Eck Associates Corp. 1.63% Add +11.1% 1,075,893 $1.1B
Franklin Resources Inc. 0.35% Add +1.4% 1,046,429 $1.1B
Legal & General Group Plc 0.29% Reduce -3.8% 978,462 $1.0B
Charles Schwab Investment Management Inc. 0.16% Add +2.8% 811,731 $864.4M
Barclays PLC 0.39% Reduce -4.2% 791,019 $842.3M
GMO 2.76% Add +3.6% 767,618 $817.4M
Wells Fargo & Company 0.18% Add +0.8% 656,735 $699.3M
Dimensional Fund Advisors LP 0.17% Add +4.3% 614,205 $654.0M
UBS Group AG 0.20% Reduce -5.2% 612,721 $652.5M
Winslow Capital Management, LLC 2.32% Add +9.0% 604,460 $643.7M
Arrowstreet Capital, Limited Partnership 0.55% Add +150.1% 591,964 $630.4M
BNP Paribas Financial Markets 0.65% Add +7.8% 554,448 $590.4M
Deutsche Bank AG 0.27% Add +6.0% 552,426 $588.3M
Royal Bank of Canada 0.13% Add +45.2% 510,658 $543.8M
HSBC Holdings PLC 0.35% Add +6.5% 504,816 $539.0M
Artisan Partners Limited Partnership 0.81% Add +0.5% 502,582 $535.2M
Citigroup Inc. 0.50% Add +31.5% 488,874 $520.6M
Nordea Investment Management AB 0.57% Add +2.4% 455,642 $488.1M
Coatue Management 1.90% Add +2.9% 457,443 $487.1M
First Trust Advisors LP 0.49% Reduce -6.8% 452,374 $481.7M
Canada Pension Plan Investment Board 0.44% Add +2.0% 420,117 $447.4M
Pictet Asset Management Holding SA 0.48% Add +1.1% 395,512 $421.1M
Alkeon Capital Management LLC 2.14% Add +34.1% 393,046 $418.5M
Swiss National Bank 0.28% Reduce -1.6% 388,200 $413.4M
Rafferty Asset Management, LLC 1.51% Reduce -6.5% 382,113 $406.9M
Tiger Global Management 1.74% No change 353,183 $376.1M
Macquarie Group Ltd. 0.42% Reduce -0.5% 344,761 $367.1M
Allianz Asset Management GmbH 0.58% Add +5.5% 339,236 $361.2M
Qube Research & Technologies Ltd 0.67% Add +861.1% 339,184 $361.2M
TD Asset Management Inc 0.32% Reduce -7.2% 318,005 $338.6M
Alliancebernstein L.P. 0.12% Add +6.5% 314,331 $334.7M
PNC Financial Services Group, Inc. 0.22% Add +0.2% 312,879 $333.2M
Sumitomo Mitsui Trust Group, Inc. 0.25% Reduce -7.5% 312,766 $333.0M
William Blair Investment Management, LLC 0.83% Add +16.2% 296,781 $316.0M
Mackenzie Financial Corp. 0.46% Add +0.0% 288,704 $307.4M
Schroder Investment Management Group 0.34% Add +126.8% 288,397 $307.1M
Oaktop Capital Management Ii, L.P. 29.35% No change 269,146 $286.6M
Rhumbline Advisers 0.27% Reduce -1.8% 264,915 $282.1M
Envestnet Asset Management Inc. 0.10% Reduce -3.9% 262,489 $279.5M
National Pension Service 0.32% Add +0.8% 262,306 $279.3M
Principal Financial Group Inc. 0.16% Add +5.7% 253,835 $270.3M
Voya Investment Management LLC 0.30% Add +6.8% 250,710 $267.0M
Cincinnati Insurance Co. 4.38% No change 249,211 $265.4M
California Public Employees Retirement System 0.19% Reduce -10.1% 240,046 $255.6M
Bank of Montreal 0.08% Reduce -16.7% 238,206 $251.7M
Man Group plc 0.68% Add +45.5% 235,391 $250.7M
Scge Management, L.P. 4.89% No change 235,000 $250.2M
Boston Partners 0.30% Reduce -12.5% 228,258 $242.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.29% Add +8.9% 220,541 $234.8M
California State Teachers Retirement System 0.28% Reduce -1.3% 213,616 $227.5M
Millennium Management 0.19% Add +22.8% 210,502 $224.2M
AQR Capital Management 0.34% Add +24.5% 207,686 $221.2M
Two Sigma Investments, LP 0.53% Add +16733.1% 201,997 $215.1M
Jennison Associates LLC 0.14% Add +115.3% 198,550 $211.4M
Corient Private Wealth LP 0.37% Reduce -21.5% 197,391 $210.2M
Prudential Financial Inc. 0.31% Reduce -23.7% 194,905 $207.5M
Swedbank AB 0.28% Reduce -2.2% 193,936 $206.5M
Bank Julius Baer & Co. Ltd, Zurich 0.76% Reduce -5.4% 171,166 $197.6M
Aspex Management (HK) Ltd 4.21% Reduce -13.5% 184,961 $197.0M
Victory Capital Management Inc. 0.19% Reduce -1.1% 176,264 $187.7M
Panagora Asset Management Inc. 0.94% Add +208.2% 175,616 $187.0M
New York State Common Retirement Fund 0.24% Reduce -12.0% 174,581 $185.9M
Lord, Abbett & Co. LLC 0.61% Reduce -28.3% 174,117 $185.4M
Clearbridge Investments, LLC 0.15% Add +1.7% 174,051 $185.3M
KBC Group NV 0.56% Add +3.8% 172,625 $183.8M
Neuberger Berman Group LLC 0.15% Reduce -3.3% 169,193 $180.2M
Epoch Investment Partners, Inc. 0.80% Reduce -0.3% 164,680 $175.4M
Tairen Capital Ltd 6.25% Add +199.5% 163,605 $174.2M
ProShare Advisors LLC 0.47% Reduce -7.0% 163,335 $173.9M
Russell Investments Group, Ltd. 0.27% Reduce -1.1% 154,185 $164.1M
Sei Investments Co. 0.22% Reduce -0.6% 146,575 $156.1M
Adage Capital Partners Gp, L.L.C. 0.29% Reduce -1.6% 146,556 $156.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.39% Add +5.0% 143,243 $152.5M
Worldquant Millennium Advisors LLC 1.38% Add +106.2% 141,772 $151.0M
Aberdeen Group plc 0.29% Add +0.8% 140,437 $149.5M
National Bank of Canada 0.22% Reduce -13.9% 133,965 $142.1M
State Board of Administration of Florida Retirement System 0.28% Reduce -11.9% 132,904 $141.5M
Korea Investment CORP 0.34% Add +17.0% 124,998 $133.1M
CANADA LIFE ASSURANCE Co 0.25% Reduce -0.5% 123,510 $131.5M
Skandinaviska Enskilda Banken AB (publ) 0.62% Reduce -1.2% 121,535 $129.3M
Manufacturers Life Insurance Company, The 0.12% Add +9.3% 118,390 $126.1M
New York State Teachers Retirement System 0.26% Reduce -5.1% 115,223 $122.7M
Candriam S.C.A. 0.75% Reduce -3.0% 114,515 $121.9M
Los Angeles Capital Management LLC 0.43% Add +20.1% 113,874 $121.3M
Erste Asset Management GmbH 1.60% Reduce -2.2% 113,935 $120.9M
Nomura Asset Management Co. Ltd. 0.41% Add +11.8% 112,976 $120.4M
Toronto Dominion Bank 0.19% Add +34.7% 111,870 $119.1M
Captrust Financial Advisors 0.38% Add +1.9% 110,659 $117.8M
Robeco Institutional Asset Management B.V. 0.25% Add +45.6% 110,003 $117.1M
Homestead Advisers Corp 2.86% Reduce -1.6% 109,000 $116.1M
Appaloosa 1.89% Reduce -5.2% 109,000 $116.1M
Two Sigma Advisers, LP 0.26% New 108,400 $115.4M
ING Groep NV 0.68% Add +53.9% 108,249 $115.3M
Natixis 0.72% Reduce -24.9% 107,353 $114.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.27% — 106,871 $113.7M
Focus Partners Wealth 0.38% Add +109.3% 105,798 $112.7M
Heard Capital LLC 6.80% Reduce -0.4% 104,633 $111.4M
Bessemer Group Inc. 0.20% Reduce -13.2% 104,369 $111.1M
Mirae Asset Global Investments Co., Ltd. 0.55% Reduce -49.3% 105,144 $111.0M
HM Payson & Co. 2.00% Reduce -4.0% 103,389 $110.1M
Agf Management Ltd. 0.61% Reduce -54.0% 102,688 $109.3M
State of Wisconsin Investment Board 0.29% Reduce -14.2% 102,013 $108.6M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -24.6% 101,397 $108.0M
Eventide Asset Management, LLC 1.84% Add +6.7% 100,963 $107.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.12% Add +2.4% 100,448 $106.9M
American Century Companies Inc. 0.06% Add +17.5% 99,283 $105.7M
Acadian Asset Management LLC 0.32% Add +1128.1% 96,723 $103.0M
Guggenheim Capital LLC 0.73% Reduce -5.0% 95,397 $101.6M
Mariner, LLC 0.19% Reduce -0.0% 92,303 $98.3M
LPL Financial LLC 0.05% Add +12.8% 91,449 $97.4M
Zurich Insurance Group Ltd 0.84% Add +14.5% 90,500 $96.4M
APG Asset Management N.V. 0.17% Reduce -0.2% 94,215 $93.6M
Vontobel Holding Ltd. 0.30% Add +129.9% 87,247 $92.9M
NZS Capital, LLC 3.75% Reduce -4.5% 85,949 $91.5M
Aviva PLC 0.26% Add +23.8% 85,798 $91.4M
Associated Banc-Corp 2.84% Reduce -0.3% 85,754 $91.3M
Storebrand Asset Management As 0.30% Add +4.4% 85,404 $90.9M
Evergreen Quality Fund GP, Ltd. 3.74% New 85,200 $90.7M
Raymond James & Associates 0.06% Reduce -35.4% 81,334 $86.6M
Nissay Asset Management Corp. /Japan 0.57% Add +137.4% 80,354 $85.6M
Jupiter Asset Management Ltd. 0.79% Add +29.8% 78,634 $83.7M
Danske Bank A/S 0.31% Reduce -22.1% 77,698 $82.7M
Natixis Advisors, LLC 0.18% Add +8.4% 75,900 $80.8M
Pinebridge Investments, L.P. 0.64% Reduce -8.7% 74,083 $78.9M
Citadel Advisors 0.08% Add +95.6% 72,920 $77.6M
Blue Whale Capital LLP 7.35% Reduce -36.7% 72,350 $77.0M
Susquehanna International Group, LLP 0.14% Reduce -7.9% 72,315 $77.0M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -1.6% 72,267 $77.0M
Stifel Financial Corp. 0.08% Reduce -8.4% 69,775 $74.3M
Pinnacle Associates Ltd. 1.16% Reduce -3.9% 69,395 $73.9M
DekaBank Deutsche Girozentrale 0.13% Add +1.6% 67,704 $72.5M
Capital Fund Management S.A. 0.82% Reduce -41.8% 67,810 $72.2M
Parnassus Investments, LLC 0.16% Reduce -7.9% 67,383 $71.8M
Jane Street Group, LLC 0.08% Add +1.9% 67,323 $71.7M
Bridgewater Associates 0.37% Reduce -5.5% 66,515 $70.8M
Treasurer of the State of North Carolina 0.30% Add +5.9% 66,139 $70.4M
Fort Pitt Capital Group, LLC 2.12% Add +0.0% 65,684 $69.9M
Wedge Capital Management L L P 1.23% Reduce -26.6% 65,106 $69.3M
Royal London Asset Management Ltd. 0.17% Add +0.0% 63,398 $67.5M
Public Employees Retirement System of Ohio 0.26% Reduce -4.7% 63,285 $67.4M
Credit Agricole S A 0.41% Add +634.8% 63,130 $67.2M
Asset Management One Co., Ltd. 0.25% Reduce -3.7% 61,694 $65.7M
Assenagon Asset Management S.A. 0.16% Add +74.8% 61,494 $65.5M
Vaughan David Investments LLC 1.65% Reduce -2.5% 61,329 $65.3M
Ninety One UK Ltd 0.18% Add +27.9% 60,716 $64.7M
HighTower Advisors, LLC 0.10% Add +14.3% 59,209 $62.8M
STRS Ohio 0.25% Reduce -4.1% 58,332 $62.1M
Flputnam Investment Management Co. 1.16% Reduce -2.2% 57,868 $61.6M
Castleark Management LLC 2.47% Add +4.8% 56,802 $60.5M
Crosslink Capital Inc. 8.26% Add +1.1% 55,569 $59.2M
Handelsbanken Fonder AB 0.25% Reduce -4.2% 55,011 $58.6M
Value Aligned Research Advisors, LLC 12.78% Add +0.3% 54,794 $58.3M
Bank of Nova Scotia 0.12% Add +12.7% 54,791 $58.3M
Ensign Peak Advisors, Inc 0.10% Reduce -22.5% 53,480 $56.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Add +3.7% 52,761 $56.2M
Triple Frond Partners LLC 6.56% No change 52,530 $55.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.34% Reduce -19.3% 52,349 $55.7M
Marex Group Ltd 1.49% Add +2.2% 52,229 $55.6M
Mn Services Vermogensbeheer B.V. 0.40% Reduce -2.3% 52,084 $55.5M
Caisse de depot et placement du Quebec 0.13% Reduce -38.0% 51,651 $55.0M
Teacher Retirement System of Texas 0.31% Add +55.1% 50,474 $53.7M
Northwestern Mutual Wealth Management Co. 0.05% Add +0.9% 49,056 $52.2M
Janney Montgomery Scott LLC 0.16% Reduce -4.5% 48,618 $51.8M
ARS Investment Partners, LLC 4.93% Add +0.2% 48,385 $51.5M
State of New Jersey Common Pension Fund D 0.22% Reduce -36.5% 47,976 $51.1M
CI Investments Inc. 0.20% Add +1.5% 47,808 $50.9M
State of Tennessee, Department of Treasury 0.18% Reduce -3.1% 46,488 $49.5M
Creative Planning 0.05% Add +1.4% 46,231 $49.2M
Corebridge Financial, Inc. 0.27% — 45,568 $48.5M
State Farm Mutual Automobile Insurance Co. 0.04% No change 45,536 $48.5M
Renaissance Technologies 0.08% New 45,356 $48.3M
Resona Asset Management Co.,Ltd. 0.29% Reduce -6.0% 45,370 $48.3M
FIL Ltd 0.05% Reduce -5.5% 45,172 $48.1M
Truist Financial Corp. 0.07% Reduce -5.9% 45,118 $48.0M
Mercer Global Advisors Inc. 0.13% Reduce -8.7% 44,959 $47.9M
Nisa Investment Advisors, LLC 0.30% Add +1.3% 44,661 $47.6M
Guinness Asset Management LTD 0.98% Reduce -8.2% 44,491 $47.4M
US Bancorp \de 0.06% Reduce -4.4% 44,305 $47.2M
Federated Hermes, Inc. 0.11% Reduce -6.2% 43,991 $46.8M
BI Asset Management Fondsmaeglerselskab A/S 0.76% Reduce -12.8% 43,410 $46.2M
QRG Capital Management, Inc. 0.55% Reduce -10.8% 43,328 $46.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.94% Add +149.8% 43,131 $45.9M
AXA S.A. 0.13% Add +13.9% 42,230 $45.0M
Laurion Capital Management LP 1.46% Add +3.3% 41,787 $44.5M
DNB Asset Management AS 0.21% Add +15.2% 41,705 $44.4M
Baird Financial Group, Inc. 0.09% Add +14.9% 41,146 $43.8M
APG Asset Management US Inc. 0.25% Add +2.1% 41,144 $43.6M
MetLife Investment Management, LLC 0.26% Add +14.1% 40,933 $43.6M
Lazard Asset Management LLC 0.06% Add +38.7% 40,675 $43.3M
Delta Global Management LP 2.83% New 40,015 $42.6M
UniSuper Management Pty Ltd 0.35% Add +12.9% 39,540 $42.1M
Commonwealth Equity Services, LLC 0.07% Reduce -2.7% 39,206 $41.7M
Renaissance Group LLC 1.61% Reduce -2.4% 38,705 $41.2M
Glenmede Trust Co. NA 0.21% Reduce -5.7% 38,698 $41.2M
Nicholas Company, Inc. 0.68% Reduce -9.5% 38,550 $41.0M
State of Michigan Retirement System 0.21% Add +0.5% 38,380 $40.9M
CIBC Asset Management Inc 0.15% Reduce -1.3% 38,372 $40.9M
NewEdge Wealth, LLC 0.88% Add +0.4% 38,186 $40.7M
Arizona State Retirement System 0.27% Add +0.5% 38,008 $40.5M
Harbor Island Capital LLC 17.33% Reduce -0.5% 37,802 $40.3M
Adams Diversified Equity Fund, Inc. 1.36% No change 37,500 $39.9M
Atalanta Sosnoff Capital, LLC 0.89% Add +7.9% 37,230 $39.6M
Cerity Partners LLC 0.11% Reduce -4.4% 36,974 $39.4M
Calamos Advisors LLC 0.28% Reduce -1.5% 36,707 $39.1M
Squarepoint Ops LLC 0.15% Reduce -54.6% 36,674 $39.1M
Forsta Ap-Fonden 0.35% Reduce -10.9% 36,600 $39.0M
Neville Rodie & Shaw Inc. 2.93% Add +0.0% 36,287 $38.6M
Braun Stacey Associates Inc. 1.50% Reduce -2.1% 36,217 $38.6M
TCW Group Inc. 0.34% Reduce -3.7% 36,145 $38.5M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -7.3% 36,038 $38.4M
Thrivent Financial for Lutherans 0.08% Add +6.9% 35,655 $38.0M
Comerica Bank 0.15% Reduce -5.1% 34,532 $36.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.38% Add +29.2% 34,375 $36.6M
Swiss Life Asset Management Ltd 0.43% Add +6.8% 33,913 $36.1M
Badgley Phelps Wealth Managers, LLC 0.89% Reduce -0.8% 33,536 $35.8M
Liontrust Investment Partners LLP 0.49% Reduce -7.1% 32,500 $34.6M
Woodline Partners LP 0.33% New 32,194 $34.3M
USS Investment Management Ltd 0.27% Add +0.6% 32,196 $34.3M
Xponance LLC 0.35% Add +1.4% 32,084 $34.2M
NorthCoast Asset Management LLC 0.28% Add +173.3% 30,835 $32.8M
Schonfeld Strategic Advisors LLC 0.25% Add +6038.6% 30,693 $32.7M
Wealth Architects, LLC 3.94% Add +13230.8% 30,261 $32.2M
McGuire Investment Group, LLC 4.58% Reduce -5.9% 29,988 $31.9M
Assetmark, Inc. 0.10% Add +34.0% 29,553 $31.5M
Rockefeller Capital Management L.P. 0.09% Reduce -23.4% 29,514 $31.4M
Varma Mutual Pension Insurance Co 0.25% Reduce -11.7% 29,493 $31.4M
Williams Jones Wealth Management, LLC. 0.39% Reduce -0.5% 29,385 $31.3M
D. E. Shaw & Co. 0.05% Add +107.4% 29,123 $31.0M
Retirement Systems of Alabama 0.12% Reduce -0.3% 28,840 $30.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -0.2% 28,717 $30.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.34% — 28,526 $30.4M
Cetera Investment Advisers 0.07% Add +2.1% 28,382 $30.2M
Arvest Trust Co. N A 1.78% Reduce -4.9% 28,148 $30.0M
Andra AP-fonden 0.50% Add +19.6% 28,100 $29.9M
Amalgamated Bank 0.25% Reduce -1.6% 28,098 $29.9M
Maverick Capital 0.57% Reduce -4.9% 28,020 $29.8M
Artemis Investment Management LLP 0.40% Reduce -11.9% 27,911 $29.7M
Cincinnati Financial Corp. 0.64% No change 27,724 $29.5M
Huntington National Bank 0.30% Add +1.9% 27,465 $29.2M
Rokos Capital Management LLP 0.69% New 27,394 $29.1M
IFM Investors Pty Ltd 0.29% Add +0.2% 27,249 $29.0M
Wealth Enhancement Advisory Services, LLC 0.07% Add +3.9% 27,248 $29.0M
Pathstone Holdings, LLC 0.13% Reduce -3.4% 27,009 $28.8M
Wellington Management Group LLP 0.01% Reduce -21.6% 26,497 $28.2M
Cibc World Markets Corp. 0.18% Reduce -63.1% 26,367 $28.1M
Capco Asset Management, LLC 6.60% Add +1.3% 26,208 $27.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.70% Reduce -0.6% 25,783 $27.5M
Nippon Life Global Investors Americas, Inc. 1.18% Add +4.9% 25,110 $26.8M
J. Goldman & Co LP 0.99% New 25,014 $26.6M
Alberta Investment Management Corp 0.29% Reduce -21.7% 24,956 $26.6M
Daiwa Securities Group Inc. 0.14% Reduce -19.5% 24,949 $26.6M
Czech National Bank 0.30% Add +8.0% 24,914 $26.5M
Transform Wealth, LLC 1.97% Add +2.4% 24,579 $26.2M
Stephens Inc. 0.39% Reduce -0.1% 23,750 $25.3M
State of Alaska, Department of Revenue 0.27% Add +19.6% 22,932 $24.4M
Hosking Partners LLP 0.89% Add +6.7% 22,513 $24.0M
Pacer Advisors, Inc. 0.06% Reduce -3.5% 22,304 $23.8M
Osaic Holdings, Inc. 0.06% Add +22.2% 22,226 $23.7M
PGGM Investments 0.34% Add +22.0% 22,093 $23.5M
Cullen/Frost Bankers, Inc. 0.34% Add +0.9% 21,923 $23.3M
Banco Santander, S.A. 0.29% Add +167.1% 21,851 $23.3M
Moneta Group Investment Advisors LLC 0.37% Reduce -0.9% 21,774 $23.2M
Foster Victor Wealth Advisors, LLC 1.91% Reduce -3.8% 21,287 $22.9M
Utah Retirement Systems 0.27% Reduce -6.0% 21,487 $22.9M
Profund Advisors LLC 0.84% Add +5.9% 21,365 $22.8M
Vest Financial, LLC 0.54% Add +8.7% 21,333 $22.7M
Gradient Investments LLC 0.50% Add +11.3% 21,100 $22.5M
Cambridge Investment Research Advisors, Inc. 0.08% Add +20.0% 20,627 $22.0M
Baker Avenue Asset Management, LP 0.75% Reduce -2.7% 20,584 $21.9M
Gratus Capital, LLC 0.88% Add +2.8% 20,568 $21.9M
Leuthold Group, LLC 2.52% Reduce -14.4% 20,497 $21.8M
Achmea Investment Management B.V. 0.39% Add +13.5% 20,448 $21.8M
Mutual of America Capital Management LLC 0.24% Add +2.7% 20,411 $21.7M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -13.0% 20,287 $21.6M
M&G PLC 0.15% Reduce -20.1% 20,231 $21.5M
Cibc World Market Inc. 0.05% Reduce -0.9% 19,975 $21.3M
New York Life Investment Management LLC 0.21% Add +0.5% 19,948 $21.2M
Napean Trading & Investment Co (Singapore) PTE Ltd 5.03% Add +2.1% 19,862 $21.2M
Walleye Capital LLC 0.22% Add +1197.2% 18,316 $19.5M
Burney Co./ 0.74% Reduce -5.1% 18,301 $19.5M
Lido Advisors, LLC 0.16% Add +1.5% 18,138 $19.4M
Public Employees Retirement Association of Colorado 0.08% Reduce -3.4% 18,166 $19.3M
Shelton Capital Management 0.53% Add +6.0% 18,156 $19.3M
Yousif Capital Management, LLC 0.22% Reduce -4.4% 17,972 $19.1M
Holocene Advisors, LP 0.08% Reduce -31.9% 17,961 $19.1M
Louisiana State Employees Retirement System 0.37% Reduce -0.6% 17,800 $19.0M
Tower Research Capital LLC (TRC) 0.32% Add +43.2% 17,775 $18.9M
First Merchants Corp. 0.76% Reduce -1.3% 17,610 $18.8M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -7.0% 17,196 $18.3M
Linscomb Wealth, Inc. 0.94% Reduce -9.0% 17,120 $18.2M
South Dakota Investment Council 0.37% Reduce -0.8% 16,833 $17.9M
J.P. Marvel Investment Advisors, LLC 2.93% Reduce -0.1% 16,787 $17.9M
Great Lakes Advisors, LLC 0.16% Reduce -15.6% 16,732 $17.8M
Federation des caisses Desjardins du Quebec 0.09% Reduce -33.5% 16,494 $17.6M
Fifth Third Bancorp 0.07% Add +7.6% 16,472 $17.5M
Harvest Fund Management Co., Ltd 1.26% Add +157.0% 16,332 $17.4M
HRT Financial LP 0.10% New 16,049 $17.1M
Cozad Asset Management Inc. 1.65% Reduce -1.6% 15,569 $16.6M
Two Sigma Securities, LLC 0.79% Add +5180.3% 15,524 $16.5M
iA Global Asset Management Inc. 0.31% Reduce -10.7% 15,473 $16.5M
SG Americas Securities, LLC 0.11% Reduce -76.8% 15,331 $16.3M
Ethic Inc. 0.38% Add +4.6% 15,256 $16.2M
Covington Investment Advisors Inc. 2.58% Add +15.0% 15,091 $16.1M
Sanctuary Advisors, LLC 0.11% — 17,035 $15.8M
BTC Capital Management, Inc. 1.46% Reduce -1.4% 14,744 $15.7M
Eldred Rock Partners, LLC 6.56% Reduce -13.2% 14,740 $15.7M
B. Metzler seel. Sohn & Co. AG 0.15% Add +14.9% 14,731 $15.7M
Crossmark Global Holdings, Inc. 0.30% Reduce -4.7% 14,684 $15.6M
Illinois Municipal Retirement Fund 0.24% Reduce -2.4% 14,671 $15.6M
Ieq Capital, LLC 0.21% Add +5.8% 14,655 $15.6M
First Financial Bankshares Inc 0.35% Reduce -0.8% 14,532 $15.5M
Empire Life Investments Inc. 0.97% Reduce -2.3% 14,465 $15.4M
Vanguard Personalized Indexing Management, LLC 0.29% Add +7.0% 14,794 $15.2M
Sustainable Insight Capital Management, LLC 7.50% Add +42.3% 14,065 $15.0M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.5% 13,854 $14.8M
Empowered Funds, LLC 0.25% Add +127.9% 13,817 $14.7M
Advisory Services Network, LLC 0.30% Add +13.8% 13,559 $14.4M
Nemes Rush Group LLC 1.98% Reduce -0.6% 13,547 $14.4M
Wealthfront Advisers LLC 0.05% Add +3.5% 13,491 $14.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.6% 13,433 $14.3M
Railway Pension Investments Ltd 0.17% No change 13,400 $14.3M
Prudential PLC 0.10% Reduce -11.8% 13,399 $14.3M
Matthews International Capital Management LLC 3.14% Reduce -6.7% 13,339 $14.2M
O'shaughnessy Asset Management, LLC 0.15% Add +10.1% 13,281 $14.1M
Moran Wealth Management, LLC 0.46% Add +2754.4% 13,216 $14.1M
Means Investment Co., Inc. 1.68% Add +0.8% 13,200 $14.1M
M&T Bank Corp 0.05% Add +3.5% 13,087 $13.9M
King Luther Capital Management Corp. 0.06% Reduce -8.4% 13,019 $13.9M
Baker Ellis Asset Management LLC 2.09% Reduce -3.5% 13,018 $13.9M
LMCG Investments, LLC 0.78% Reduce -10.9% 12,549 $13.4M
Generate Investment Management Ltd 0.96% Reduce -19.6% 12,400 $13.2M
First Citizens Bank & Trust Co. 0.25% Add +2.4% 12,347 $13.1M
Intech Investment Management LLC 0.16% Add +3.1% 12,150 $12.9M
Elo Mutual Pension Insurance Co 0.30% Reduce -3.9% 12,030 $12.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -80.9% 12,019 $12.8M
Capital International Investors 0.00% Add +16.7% 12,014 $12.8M
SpiderRock Advisors, LLC 0.33% Add +2.4% 11,937 $12.7M
Baron Capital (BAMCO) 0.04% Add +0.0% 11,793 $12.6M
Banque Pictet & Cie SA 0.13% Add +9.8% 11,693 $12.5M
Daiichi Life Insurance Co., Ltd. 0.30% Reduce -21.0% 11,670 $12.4M
YHB Investment Advisors, Inc. 1.06% Reduce -1.4% 11,609 $12.4M
Kestra Advisory Services, LLC 0.07% Add +8.8% 12,979 $12.3M
Investment Management Corp of Ontario 0.33% Add +8.4% 11,579 $12.3M
Nilsine Partners, LLC 1.65% Add +0.2% 11,531 $12.3M
Groupama Asset Managment 0.17% Add +131.7% 23,111 $12.3M
Berkshire Capital Holdings Inc. 4.90% Add +113700.0% 11,380 $12.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.42% Add +28.4% 11,300 $12.0M
Maytus Capital Management, LLC 4.30% Reduce -13.1% 11,294 $12.0M
SteelPeak Wealth, LLC 0.57% Add +2.7% 11,271 $12.0M
Oregon Public Employees Retirement Fund 0.24% Add +0.3% 11,246 $12.0M
Gateway Investment Advisers LLC 0.13% Add +6.6% 11,054 $11.8M
L & S Advisors Inc 1.50% Add +14.7% 10,996 $11.7M
Winmill & Co. Inc. 3.96% No change 10,900 $11.6M
Summit Street Capital Management, LLC 4.24% Add +11.3% 10,889 $11.6M
Systematic Alpha Investments, LLC 0.44% No change 10,889 $11.6M
Carderock Capital Management Inc. 3.02% Add +3.3% 10,830 $11.5M
Gulf International Bank (UK) Ltd 0.29% Reduce -3.6% 10,689 $11.4M
Gotham Asset Management 0.15% Reduce -2.8% 10,674 $11.4M
Teachers Retirement System of the State of Kentucky 0.10% Reduce -2.7% 10,554 $11.2M
Financial Counselors Inc. 0.18% Reduce -0.5% 10,464 $11.1M
Chartwell Investment Partners, LLC 0.39% Reduce -10.3% 10,452 $11.1M
Stratos Wealth Partners, LTD. 0.18% Add +7.2% 10,208 $10.9M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -55.1% 10,183 $10.9M
Maryland State Retirement & Pension System 0.20% Reduce -1.5% 10,181 $10.8M
Graham Capital Management, L.P. 0.68% Add +568.6% 10,130 $10.8M
Baldwin Investment Management, LLC 1.47% Reduce -0.2% 10,112 $10.8M
Trexquant Investment LP 0.16% Reduce -10.0% 10,099 $10.8M
Mizuho Securities USA LLC 0.24% New 10,085 $10.7M
Marco Investment Management LLC 0.99% No change 10,050 $10.7M
Quantbot Technologies LP 0.52% Add +88.4% 10,042 $10.7M
NEOS Investment Management LLC 0.44% Add +37.1% 10,032 $10.7M
Violich Capital Management, Inc. 1.44% No change 10,000 $10.6M
Valley National Advisers Inc. 1.58% Reduce -3.5% 9,980 $10.6M
Raymond James Trust N.A. 0.25% Reduce -0.7% 9,898 $10.5M
Kentucky Retirement Systems 0.30% Reduce -1.0% 9,852 $10.5M
Aviance Capital Partners, LLC 1.49% Add +1.5% 9,847 $10.5M
Contravisory Investment Management, Inc. 2.31% Reduce -1.3% 9,804 $10.4M
Level Four Advisory Services, LLC 0.47% Reduce -10.3% 9,709 $10.3M
Cullinan Associates Inc. 0.58% No change 9,700 $10.3M
Texas Capital Bank Wealth Management Services Inc 1.07% Reduce -0.2% 9,656 $10.3M
River Wealth Advisors LLC 1.47% Reduce -1.5% 9,645 $10.3M
Cresset Asset Management, LLC 0.04% Add +14.3% 9,600 $10.2M
OMERS ADMINISTRATION Corp 0.10% New 9,584 $10.2M
Wolverine Trading, LLC 0.17% Reduce -42.7% 9,571 $10.2M
Capitolis Liquid Global Markets LLC 0.13% Reduce -53.2% 9,500 $10.1M
Modera Wealth Management, LLC 0.15% Reduce -3.6% 9,431 $10.0M
Vinva Investment Management Ltd 0.50% Add +72.6% 9,437 $10.0M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -23.5% 9,315 $9.9M
Laffer Tengler Investments, Inc. 2.58% Add +9.3% 9,311 $9.9M
Fiduciary Trust Co 0.15% Reduce -1.1% 9,264 $9.9M
Central Bank & Trust Co. 1.37% Reduce -4.4% 9,222 $9.8M
Heron Bay Capital Management 2.09% Reduce -4.3% 9,208 $9.8M
MBB Public Markets I LLC 0.20% New 9,192 $9.8M
Fusion Capital, LLC 4.46% Reduce -5.5% 9,182 $9.8M
MAI Capital Management 0.10% Add +0.8% 9,158 $9.8M
HB Wealth Management, LLC 0.11% Add +5.4% 9,136 $9.7M
Benjamin F. Edwards & Company, Inc. 0.17% Add +16.1% 9,089 $9.7M
Atria Investments, Inc 0.13% Add +1.1% 9,077 $9.7M
Silvant Capital Management LLC 0.42% No change 8,951 $9.5M
Carret Asset Management, LLC 1.11% Reduce -2.1% 8,931 $9.5M
Vident Advisory, LLC 0.26% Reduce -3.2% 8,819 $9.4M
Financial Partners Group, LLC 3.63% No change 8,790 $9.4M
Horizon Investment Services, LLC 4.39% Reduce -1.1% 8,749 $9.3M
Taylor Hoffman Wealth Management 3.79% Reduce -0.1% 8,769 $9.3M
McBroom & Associates, LLC 5.73% Add +0.7% 8,594 $9.2M
Banque Cantonale Vaudoise 0.36% Add +1.1% 8,526 $9.1M
Bailard, Inc. 0.25% Add +1.2% 8,387 $8.9M
Hartford Investment Management Co. 0.31% Reduce -1.2% 8,377 $8.9M
Guinness Atkinson Asset Management Inc 4.35% Reduce -11.7% 8,349 $8.9M
GTS Securities LLC 0.18% Add +110.4% 8,314 $8.9M
Westpac Banking Corp. 0.70% Add +0.6% 8,288 $8.8M
Thames Capital Management LLC 3.44% Add +42.8% 8,254 $8.8M
Verition Fund Management LLC 0.08% Reduce -41.1% 8,242 $8.8M
MML Investors Services, LLC 0.04% Reduce -18.0% 8,240 $8.8M
Atria Wealth Solutions, Inc. 0.10% Reduce -6.4% 8,099 $8.6M
Arkadios Wealth Advisors 0.58% Add +96.1% 8,104 $8.6M
Insight Wealth Strategies, LLC 1.21% Add +1.4% 8,017 $8.5M
Tritonpoint Wealth, LLC 0.82% Add +1.3% 7,993 $8.5M
Northwest Bancshares, Inc. 1.45% Reduce -7.5% 8,004 $8.5M
Quantinno Capital Management LP 0.15% Add +41.2% 7,985 $8.5M
Mission Wealth Management, LP 0.23% Reduce -1.4% 7,974 $8.5M
NewSquare Capital LLC 0.73% Add +6.3% 7,946 $8.5M
Kwmg, LLC 0.91% Reduce -9.6% 7,893 $8.4M
Commerce Bank 0.05% Add +0.0% 7,800 $8.3M
Marlowe Partners LP 23.26% Reduce -11.8% 7,773 $8.3M
Bokf, NA 0.15% Reduce -4.8% 7,759 $8.3M
Pine Valley Investments Ltd Liability Co 0.61% Add +2.8% 7,732 $8.2M
Rench Wealth Management, Inc. 2.94% Reduce -0.2% 7,685 $8.2M
Glenview Trust Co 0.16% Add +6.8% 7,660 $8.2M
Turtle Creek Wealth Advisors, LLC 1.88% Add +9.5% 7,641 $8.1M
Securian Asset Management, Inc. 0.24% Reduce -1.3% 7,623 $8.1M
Coldstream Capital Management Inc. 0.20% Reduce -15.6% 7,548 $8.0M
F/m Investments LLC 0.29% New 7,536 $8.0M
Institute for Wealth Management, LLC. 1.07% No change 7,523 $8.0M
Sitrin Capital Management LLC 4.22% Reduce -16.9% 7,451 $7.9M
MinichMacGregor Wealth Management, LLC 1.94% Reduce -3.8% 7,443 $7.9M
Naples Global Advisors, LLC 0.79% Reduce -0.7% 7,426 $7.9M
NewEdge Advisors, LLC 0.06% Reduce -5.7% 7,433 $7.9M
Amica Mutual Insurance Co. 0.78% No change 7,413 $7.9M
Savoie Capital LLC 1.02% Reduce -10.9% 7,380 $7.9M
Tidal Investments LLC 0.11% Add +18.3% 7,343 $7.8M
United Capital Financial Advisors, LLC 0.07% Reduce -2.2% 7,328 $7.8M
Socorro Asset Management LP 3.03% Reduce -9.6% 7,315 $7.8M
W.G. Shaheen & Associates DBA Whitney & Co 0.88% Reduce -1.6% 7,192 $7.7M
Cornerstone Advisors, LLC 0.31% Reduce -12.3% 7,100 $7.6M
Ashton Thomas Private Wealth, LLC 0.41% Reduce -0.5% 7,038 $7.5M
D.A. Davidson & Co. 0.07% Add +0.2% 6,960 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.08% Reduce -7.1% 6,937 $7.4M
Beacon Pointe Advisors, LLC 0.09% Reduce -12.8% 6,903 $7.4M
Marshall & Sullivan Inc. 3.66% Reduce -2.8% 6,875 $7.3M
Mediolanum International Funds Ltd 0.12% Reduce -27.5% 7,427 $7.3M
Seizert Capital Partners, LLC 0.36% Reduce -24.1% 6,795 $7.2M
CHURCHILL MANAGEMENT Corp 0.09% New 6,790 $7.2M
Johnson Financial Group, Inc. 0.34% Add +163.6% 6,598 $7.0M
Siemens Fonds Invest GmbH 0.53% Add +0.8% 6,598 $7.0M
New Mexico Educational Retirement Board 0.25% No change 6,593 $7.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Add +2.2% 6,585 $7.0M
NWK Group, Inc. 2.95% Add +284.2% 6,582 $7.0M
Pittenger & Anderson Inc. 0.29% Add +1.2% 6,522 $6.9M
Fred Alger Management, LLC 0.03% Add +4.4% 6,413 $6.8M
Sienna Gestion 0.60% Add +1158.1% 6,391 $6.8M
Orion Porfolio Solutions, LLC 0.07% Reduce -5.9% 6,338 $6.7M
Orion Portfolio Solutions, LLC 0.07% Reduce -5.9% 6,338 $6.7M
NJ State Employees Deferred Compensation Plan 0.84% Reduce -10.0% 6,325 $6.7M
Royal Fund Management, LLC 0.91% Add +0.1% 6,277 $6.7M
Ardmore Road Asset Management LP 1.03% New 6,295 $6.7M
Townsquare Capital LLC 0.09% Add +23.3% 6,281 $6.7M
Abn Amro Investment Solutions 0.12% Add +10.2% 6,272 $6.7M
AMF Tjanstepension AB 0.05% New 6,216 $6.6M
ExodusPoint Capital Management, LP 0.07% Reduce -54.5% 6,187 $6.6M
Soltis Investment Advisors LLC 0.69% Add +0.2% 6,161 $6.6M
Whittier Trust Co. 0.09% Reduce -0.2% 6,117 $6.5M
Lathrop Investment Management Co. 1.27% No change 6,113 $6.5M
Fort Sheridan Advisors LLC 1.04% Add +5.7% 6,050 $6.4M
Jackson Wealth Management, LLC 1.38% Reduce -38.3% 6,040 $6.4M
Metis Global Partners, LLC 0.22% Add +0.8% 5,981 $6.4M
Tudor Investment Corporation 0.07% Reduce -80.3% 5,913 $6.3M
Kingsview Wealth Management, LLC 0.15% Add +0.2% 5,898 $6.3M
Private Advisor Group, LLC 0.04% Reduce -7.5% 5,894 $6.3M
Bristlecone Advisors, LLC 0.53% Reduce -0.3% 5,791 $6.2M
Patton Fund Management, Inc. 1.30% Reduce -15.5% 5,787 $6.2M
Blair William & Co. 0.02% Add +8.0% 5,755 $6.1M
Park Avenue Securities LLC 0.07% Reduce -2.3% 5,733 $6.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.50% Reduce -9.5% 5,715 $6.1M
Norinchukin Bank, The 0.17% Add +0.9% 5,677 $6.0M
Hudson Bay Capital Management LP 0.05% New 5,660 $6.0M
Morton Community Bank 1.70% Reduce -1.8% 5,654 $6.0M
Jump Financial, LLC 0.12% Reduce -17.6% 5,646 $6.0M
Global X Japan Co., Ltd. 0.85% Add +16.7% 5,643 $6.0M
Motley Fool Asset Management LLC 0.40% Add +29.5% 5,649 $6.0M
E. Ohman J:or Asset Management AB 0.15% Add +3.1% 5,620 $6.0M
Van Hulzen Asset Management, LLC 0.40% Add +0.5% 5,607 $6.0M
Foundations Investment Advisors, LLC 0.14% Add +534.3% 5,569 $5.9M
Bricktown Capital, LLC 1.19% New 5,500 $5.9M
Wealthcare Advisory Partners LLC 0.18% Reduce -4.8% 5,466 $5.8M
AustralianSuper Pty Ltd 0.03% Add +1.4% 5,437 $5.8M
Vestcor Inc 0.20% Add +33.5% 5,427 $5.8M
PDT Partners, LLC 0.54% Add +22.7% 5,400 $5.8M
Plato Investment Management Ltd 0.53% Add +9.1% 5,375 $5.7M
Conning Inc. 0.21% Reduce -7.1% 5,373 $5.7M
Northwest & Ethical Investments L.P. 0.16% Reduce -2.1% 5,324 $5.7M
Jefferies Financial Group Inc. 0.12% Reduce -78.3% 5,271 $5.6M
Rodgers Brothers Inc. 0.76% No change 5,265 $5.6M
Bar Harbor Wealth Management 0.37% Reduce -9.1% 5,259 $5.6M
Roanoke Asset Management Corp./ NY 1.86% Reduce -9.0% 5,242 $5.6M
EFG Asset Management (North America) Corp. 0.96% Add +5.7% 5,213 $5.5M
Ameritas Investment Partners, Inc. 0.19% Reduce -0.8% 5,176 $5.5M
Prime Capital Investment Advisors, LLC 0.08% Reduce -47.7% 5,175 $5.5M
Optiver Holding B.V. 0.11% Reduce -78.4% 5,168 $5.5M
Cable Hill Partners, LLC 0.59% New 5,119 $5.5M
Abacus FCF Advisors LLC 1.36% Add +43.2% 5,127 $5.5M
Sandler Capital Management 1.07% Reduce -42.1% 5,110 $5.4M
Wbi Investments, LLC 1.32% Add +1976.4% 5,108 $5.4M
Crown Advisors Management, Inc. 3.42% No change 5,000 $5.3M
Public Sector Pension Investment Board 0.03% Add +76.3% 4,990 $5.3M
1832 Asset Management L.P. 0.01% Reduce -36.2% 4,987 $5.3M
Prospera Financial Services Inc 0.15% Add +1526.8% 4,978 $5.3M
Trustmark Bank Trust Department 0.42% Add +2.0% 4,964 $5.3M
Sequoia Financial Advisors, LLC 0.06% Add +8.8% 4,932 $5.3M
Kintegral Advisory, LLC 0.50% Reduce -12.5% 4,919 $5.2M
Harbor Capital Advisors, Inc. 0.40% Add +11.5% 4,914 $5.2M
Argent Trust Co 0.23% Add +3.9% 4,900 $5.2M
CCM Investment Advisers LLC 0.61% Reduce -0.7% 4,876 $5.2M
New Potomac Partners, LLC 2.82% Reduce -3.5% 4,841 $5.2M
Harbour Capital Advisors, LLC 1.22% Reduce -0.3% 4,842 $5.1M
Midwest Professional Planners, LTD. 1.70% Reduce -0.4% 4,778 $5.1M
Avantax Advisory Services, Inc. 0.04% Add +106.3% 4,775 $5.1M
Alight Capital Management LP 1.25% Reduce -4.8% 4,759 $5.1M
Nikulski Financial, Inc. 1.61% Add +0.8% 4,744 $5.1M
American Trust Investment Advisors, LLC 2.44% Reduce -5.3% 4,715 $5.0M
Penserra Capital Management LLC 0.06% Reduce -6.9% 4,696 $5.0M
Tiaa Trust, National Association 0.02% Add +2.7% 4,693 $5.0M
Intrust Bank NA 0.53% Reduce -1.8% 4,662 $5.0M
CIBC Private Wealth Group LLC 0.01% Add +20.5% 4,421 $4.9M
TD Private Client Wealth LLC 0.15% Reduce -10.0% 4,573 $4.9M
Pacifica Partners Inc. 2.08% Reduce -1.5% 4,485 $4.8M
Ballentine Partners, LLC 0.09% Add +3.2% 4,546 $4.8M
Empirical Finance, LLC 0.30% Reduce -8.0% 4,544 $4.8M
Cwm, LLC 0.02% Add +9.8% 4,525 $4.8M
Summit Global Investments 0.34% Add +92.6% 4,500 $4.8M
Cetera Trust Company, N.A 3.01% Reduce -11.5% 4,496 $4.8M
TKG Advisors, LLC 2.58% Add +8.0% 4,466 $4.8M
Engineers Gate Manager LP 0.11% Reduce -51.0% 4,455 $4.7M
Capital Group Private Client Services, Inc. 0.05% Add +3.3% 4,428 $4.7M
Strategic Financial Services, Inc. 0.30% Reduce -3.8% 4,409 $4.7M
Mirae Asset Securities (usa) Inc. 0.30% — 4,400 $4.7M
Picton Mahoney Asset Management 0.20% Reduce -50.8% 4,395 $4.7M
Progressive Investment Management Corp 1.24% New 4,382 $4.7M
D. Scott Neal, Inc. 2.59% New 4,362 $4.7M
Geneva Partners, LLC 1.91% Add +187.2% 4,363 $4.6M
Hohimer Wealth Management, LLC 1.08% Reduce -10.5% 4,354 $4.6M
Ossiam 0.09% Reduce -65.8% 4,350 $4.6M
Monetary Management Group Inc. 1.21% Add +2.5% 4,296 $4.6M
Eagle Asset Management Inc. 0.02% Add +14.4% 4,296 $4.6M
Artemis Wealth Advisors, LLC 0.72% No change 5,000 $4.5M
Perigon Wealth Management, LLC 0.13% Add +1.5% 4,254 $4.5M
Integrated Wealth Concepts LLC 0.06% Add +0.5% 4,244 $4.5M
Sanders Morris Harris LLC 0.74% No change 4,242 $4.5M
Kentucky Retirement Systems Insurance Trust Fund 0.30% Reduce -2.5% 4,217 $4.5M
Brown Advisory Inc. 0.01% Add +7.8% 4,205 $4.5M
L2 Asset Management, LLC 1.35% Add +9.9% 4,200 $4.5M
Knollwood Investment Advisory, LLC 0.50% Add +6.5% 4,198 $4.5M
Norden Group LLC 0.90% Add +18.0% 4,194 $4.5M
Malaga Cove Capital, LLC 1.81% Reduce -1.2% 4,186 $4.5M
Columbia Bank 1.72% Add +2.4% 4,180 $4.5M
Northwestern Mutual Investment Management Company, LLC 0.11% Add +0.0% 4,161 $4.4M
Rockline Wealth Management, LLC 1.37% Reduce -0.2% 4,151 $4.4M
NorthCrest Asset Manangement, LLC 0.15% Add +31.1% 4,123 $4.4M
Buckingham Strategic Wealth, LLC 0.05% Reduce -2.1% 4,117 $4.4M
Alpine Woods Capital Investors, LLC 0.67% Add +44.2% 4,085 $4.3M
First Trust Direct Indexing L.P. 0.27% Add +14.3% 4,067 $4.3M
Clear Rock Advisors, LLC 1.85% Reduce -2.0% 4,056 $4.3M
Exchange Traded Concepts, LLC 0.11% Reduce -10.4% 4,005 $4.3M
Keybank National Association 0.02% Add +1.2% 4,000 $4.3M
Viking Fund Management LLC 0.76% No change 4,000 $4.3M
Mill Capital Management, LLC 0.35% No change 4,000 $4.3M
Groesbeck Investment Management Corp. 5.89% Reduce -10.7% 3,993 $4.3M
J. Safra Sarasin Holding AG 0.08% — 3,970 $4.2M
Dana Investment Advisors, Inc. 0.14% Reduce -3.4% 3,943 $4.2M
Stiles Financial Services Inc 1.60% Reduce -2.1% 3,897 $4.2M
Twin Tree Management, LP 0.12% Reduce -75.7% 3,870 $4.1M
EP Wealth Advisors, LLC 0.04% Reduce -6.7% 3,857 $4.1M
Probity Advisors, Inc. 0.85% Reduce -5.1% 3,843 $4.1M
SeaCrest Wealth Management, LLC 0.46% Reduce -28.3% 3,826 $4.1M
GAM Holding AG 0.31% Reduce -26.3% 3,804 $4.1M
Terra Nova Asset Management LLC 3.16% Reduce -17.2% 3,758 $4.0M
Advisors Capital Management, LLC 0.07% Add +4.0% 3,755 $4.0M
Matisse Capital 1.97% Reduce -1.3% 3,742 $4.0M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -99.2% 3,738 $4.0M
Trust Co. of Vermont 0.22% Reduce -9.1% 3,722 $4.0M
Advisors Asset Management, Inc. 0.08% Add +0.9% 3,715 $4.0M
Sphera Funds Management LTD. 0.64% New 3,700 $3.9M
Cloverfields Capital Group, LP 1.33% Reduce -2.0% 3,698 $3.9M
Proficio Capital Partners LLC 0.41% Add +0.8% 3,629 $3.9M
Choreo, LLC 0.06% Add +670.3% 3,628 $3.8M
Tower Bridge Advisors 0.43% Add +1.6% 3,573 $3.8M
Primoris Wealth Advisors, LLC 3.01% No change 3,537 $3.8M
Cypress Capital Group 0.45% Add +23.1% 3,528 $3.8M
Linden Thomas Advisory Services, LLC 0.58% Reduce -18.3% 3,524 $3.8M
Hollencrest Capital Management 0.16% Add +0.4% 3,519 $3.7M
JB Capital LLC 0.23% Add +1.0% 3,520 $3.7M
Steward Partners Investment Advisory, LLC 0.04% Add +19.9% 3,508 $3.7M
Hoylecohen, LLC 0.28% Reduce -18.7% 3,498 $3.7M
Westhampton Capital, LLC 2.01% Reduce -0.1% 3,488 $3.7M
Azzad Asset Management Inc. 0.44% Reduce -30.5% 3,478 $3.7M
Navellier & Associates Inc. 0.43% No change 3,460 $3.7M
Tokio Marine Asset Management Co. Ltd. 0.18% Reduce -55.3% 3,448 $3.7M
Diversified Trust Co. 0.10% Add +94.2% 3,437 $3.7M
Lombard Odier Asset Management (Europe) Ltd 0.25% New 3,424 $3.6M
Praxis Investment Management Inc. 0.25% No change 4,073 $3.6M
Scotia Capital Inc. 0.02% Add +24.2% 3,411 $3.6M
Ritholtz Wealth Management 0.12% Add +47.4% 3,407 $3.6M
Greenleaf Trust 0.03% Add +6.0% 3,394 $3.6M
Savant Capital, LLC 0.04% Add +2.6% 3,387 $3.6M
Twin Capital Management Inc. 0.42% Reduce -25.0% 3,381 $3.6M
Bard Financial Services, Inc. 0.37% No change 3,375 $3.6M
V-Square Quantitative Management LLC 0.58% Reduce -4.3% 3,363 $3.6M
FAS Wealth Partners, Inc. 0.31% Add +7.9% 3,341 $3.6M
Campbell & CO Investment Adviser LLC 0.30% Add +86.3% 3,304 $3.5M
Fifth Third Wealth Advisors LLC 0.27% Add +68.4% 3,292 $3.5M
Chilton Investment Co. Inc. 0.10% Reduce -20.3% 3,288 $3.5M
Regal Investment Advisors LLC 0.23% Reduce -1.1% 3,287 $3.5M
Signaturefd, LLC 0.07% Add +0.7% 3,284 $3.5M
Joseph Group Capital Management 1.80% Add +8.1% 3,264 $3.5M
Benchmark Investment Advisors LLC 2.51% Add +11.0% 3,261 $3.5M
Empower Advisory Group, LLC 0.01% Reduce -8.3% 3,221 $3.4M
Heritage Trust Co 0.45% Add +1.0% 3,213 $3.4M
E&G Advisors, LLC 1.01% No change 3,211 $3.4M
Horizon Investments, LLC 0.09% Add +25.9% 3,210 $3.4M
CENTRAL TRUST Co 0.08% Reduce -11.8% 3,207 $3.4M
Perennial Advisors, LLC 0.77% Reduce -0.8% 3,204 $3.4M
ClariVest Asset Management LLC 0.35% No change 3,201 $3.4M
Caprock Group, LLC 0.14% Add +72.5% 3,161 $3.4M
Scott & Selber, Inc. 1.07% Add +1.6% 3,155 $3.4M
Centiva Capital, LP 0.16% Add +1743.9% 3,153 $3.4M
Jackson Square Capital, LLC 0.82% Reduce -0.1% 3,147 $3.4M
Apollon Wealth Management, LLC 0.10% Add +0.5% 3,104 $3.3M
Kingfisher Capital LLC 0.78% Reduce -1.4% 3,092 $3.3M
Robertson Stephens Wealth Management, LLC 0.17% Add +5.2% 3,071 $3.3M
Davidson Capital Management Inc. 1.01% Reduce -1.5% 3,075 $3.3M
Exchange Capital Management, Inc. 0.53% Reduce -4.1% 3,068 $3.3M
Martin Capital Advisors, LLP 2.44% Reduce -3.1% 3,061 $3.3M
Parallax Volatility Advisers, L.P. 0.09% Reduce -51.7% 3,052 $3.2M
MV Capital Management, Inc. 0.37% Add +1.0% 3,050 $3.2M
Arjuna Capital 0.87% Reduce -38.1% 3,042 $3.2M
SOA Wealth Advisors, LLC. 0.65% Add +3.4% 3,039 $3.2M
Symmetry Investments LP 0.40% New 3,032 $3.2M
Meeder Advisory Services, Inc. 0.23% Add +29.4% 3,022 $3.2M
Fiera Capital Corp 0.01% Add +21.9% 3,006 $3.2M
SS&H Financial Advisors, Inc. 1.24% Reduce -0.8% 2,991 $3.2M
Symmetry Partners, LLC 0.16% Reduce -2.3% 2,983 $3.2M
Valliance Asset Management Ltd 9.51% New 2,980 $3.2M
Capital Advisors Inc. 0.07% Add +0.5% 2,977 $3.2M
Peak Financial Advisors LLC 1.82% Add +1.2% 2,974 $3.2M
Oak Associates Ltd. 0.21% No change 2,970 $3.2M
TD Waterhouse Canada Inc. 0.03% Reduce -0.5% 2,983 $3.2M
PFG Advisors 0.21% Reduce -7.5% 2,966 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +4.7% 2,960 $3.2M
Bleakley Financial Group, LLC 0.09% Reduce -0.3% 2,959 $3.2M
Marshall Financial Group, LLC 0.88% Reduce -9.3% 2,958 $3.2M
Simplicity Wealth,LLC 0.07% Add +0.0% 2,958 $3.1M
Arvest Investments, Inc. 0.50% Reduce -0.7% 2,943 $3.1M
Albar Capital Ltd 0.48% New 2,933 $3.1M
Atlas Capital Advisors Inc. 0.41% Reduce -14.6% 2,923 $3.1M
Whitford Management LLC 1.81% Reduce -0.0% 2,920 $3.1M
Frank, Rimerman Advisors LLC 0.22% Add +36300.0% 2,912 $3.1M
Ostrum Asset Management 0.27% Reduce -0.7% 2,911 $3.1M
Clough Capital Partners L P 0.34% Reduce -89.7% 2,892 $3.1M
CX Institutional 0.14% Reduce -10.4% 2,840 $3.0M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Add +159.0% 2,823 $3.0M
Wahed Invest LLC 0.60% Add +7.6% 2,813 $3.0M
Meiji Yasuda Asset Management Co Ltd. 0.12% Add +6.4% 2,809 $3.0M
Regions Financial Corp. 0.02% Reduce -2.4% 2,793 $3.0M
Cincinnati Specialty Underwriters Insurance CO 0.89% No change 2,783 $3.0M
First Business Financial Services, Inc. 0.31% No change 2,772 $3.0M
Cadence Bank 0.22% Add +0.2% 2,754 $2.9M
CHICAGO TRUST Co NA 0.59% Add +19.8% 2,718 $2.9M
Platinum Investment Management Ltd. 0.12% No change 2,705 $2.9M
Cary Street Partners Investment Advisory LLC 0.12% Reduce -48.0% 2,696 $2.9M
E Fund Management Co., Ltd. 0.16% Add +23.4% 2,696 $2.9M
Resources Management Corp. /CT/ 0.42% Reduce -1.2% 2,688 $2.9M
Green Alpha Advisors, LLC 2.28% Reduce -17.9% 2,659 $2.8M
Red Cedar Investment Management, LLC 0.39% No change 2,659 $2.8M
Cutter & CO Brokerage, Inc. 0.68% Reduce -2.6% 2,646 $2.8M
Calamos Wealth Management LLC 0.15% Reduce -3.4% 2,637 $2.8M
Independent Advisor Alliance 0.10% Add +6.9% 2,635 $2.8M
Gilliland Jeter Wealth Management LLC 0.93% Add +0.2% 2,583 $2.8M
IHT Wealth Management, LLC 0.10% Add +1.5% 2,582 $2.7M
Lecap Asset Management Ltd. 0.59% New 2,580 $2.7M
Accent Capital Management, LLC 1.68% Add +0.3% 2,572 $2.7M
Trust Co. of Oklahoma 0.96% No change 2,567 $2.7M
Pitcairn Co. 0.17% Add +6.6% 2,560 $2.7M
Axq Capital, LP 0.63% Add +25.9% 2,519 $2.7M
Synovus Financial Corp. 0.04% Reduce -27.0% 2,510 $2.7M
BNP Paribas 0.13% Reduce -14.4% 2,505 $2.7M
Marble Harbor Investment Counsel, LLC 0.31% Reduce -9.1% 2,500 $2.7M
Needham Investment Management LLC 0.22% No change 2,500 $2.7M
Stokes Family Office, LLC 0.31% Add +1.3% 2,494 $2.7M
Moors & Cabot, Inc. 0.14% Add +4.0% 2,492 $2.7M
180 Wealth Advisors, LLC 0.43% Add +1.4% 2,472 $2.6M
Whittier Trust Co. of Nevada Inc. 0.07% Add +1.0% 2,432 $2.6M
Gradient Capital Advisors, LLC 0.93% Reduce -1.6% 2,431 $2.6M
Johnson Investment Counsel Inc. 0.03% Add +73.6% 2,430 $2.6M
Morse Asset Management, Inc 0.63% Reduce -1.0% 2,404 $2.6M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.1% 2,391 $2.5M
G&S Capital LLC 1.10% Reduce -2.7% 2,377 $2.5M
Camarda Financial Advisors, LLC 0.99% Add +4.6% 2,360 $2.5M
SevenBridge Financial Group, LLC 0.55% Add +0.9% 3,256 $2.5M
Alternative Investment Advisors, LLC. 1.43% Reduce -4.8% 2,351 $2.5M
Concentric Capital Strategies, LP 0.16% Reduce -31.6% 2,349 $2.5M
Altman Advisors, Inc. 1.41% Reduce -3.3% 2,331 $2.5M
Dynamic Advisor Solutions LLC 0.08% Add +2.1% 2,325 $2.5M
Bay Rivers Group 1.27% Add +0.4% 2,301 $2.5M
Eads & Heald Wealth Management 1.18% Add +10.6% 2,301 $2.5M
Merit Financial Group, LLC 0.05% Reduce -12.2% 2,275 $2.4M
Glass Wealth Management Co LLC 1.42% Add +2.5% 2,275 $2.4M
Farmers & Merchants Investments Inc. 0.08% Add +2.9% 2,274 $2.4M
Precedent Wealth Partners, LLC 0.97% Reduce -0.7% 2,267 $2.4M
Bray Capital Advisors 0.60% Add +0.2% 2,260 $2.4M
Hennion & Walsh Asset Management, Inc. 0.12% Add +147.7% 2,254 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +378.7% 2,245 $2.4M
Palouse Capital Management, Inc. 1.59% Reduce -5.4% 2,231 $2.4M
Lindenwold Advisors, INC 1.26% Reduce -1.7% 2,225 $2.4M
Global Retirement Partners, LLC 0.07% Add +192.5% 2,223 $2.4M
Mattson Financial Services, LLC 0.84% — 2,221 $2.4M
Signature Resources Capital Management, LLC 1.95% No change 2,200 $2.3M
PKO Investment Management Joint-Stock Co 0.29% Reduce -45.7% 2,200 $2.3M
LCNB Corp. 0.87% Reduce -6.6% 2,199 $2.3M
GPS Wealth Strategies Group, LLC 0.35% Add +1.0% 2,190 $2.3M
Gladstone Institutional Advisory LLC 0.12% Add +233.5% 2,188 $2.3M
Paragon Advisors, LLC 0.85% Add +0.2% 2,183 $2.3M
Keudell/Morrison Wealth Management 0.67% Reduce -1.0% 2,165 $2.3M
TriaGen Wealth Management LLC 0.89% No change 2,160 $2.3M
Consolidated Portfolio Review Corp 0.54% No change 2,160 $2.3M
AlphaQuest LLC 0.31% Add +204.0% 2,149 $2.3M
Meiji Yasuda Life Insurance Co 0.05% Add +3.7% 2,143 $2.3M
DAVENPORT & Co LLC 0.01% Add +3.4% 2,123 $2.3M
Beaumont Financial Advisors, LLC 0.18% Add +1.9% 2,103 $2.2M
Cary Street Partners Asset Management LLC 0.33% Reduce -54.3% 2,102 $2.2M
STF Management LP 0.94% Reduce -4.1% 2,099 $2.2M
NRI Wealth Management LC 1.73% Add +4.2% 2,091 $2.2M
Peapack Gladstone Financial Corp. 0.03% Add +0.1% 2,085 $2.2M
Kuhn & Co Investment Counsel 1.99% Reduce -0.2% 2,084 $2.2M
Nicholas Investment Partners, LP 0.26% Add +2.6% 2,076 $2.2M
Quadrant Capital Group LLC 0.16% Add +5.3% 2,068 $2.2M
Principal Securities, Inc. 0.06% Add +22.3% 2,061 $2.2M
Versor Investments LP 0.40% Add +19.6% 2,061 $2.2M
Segment Wealth Management, LLC 0.16% No change 2,051 $2.2M
First Foundation Advisors 0.08% Reduce -0.4% 2,034 $2.2M
Commonwealth Retirement Investments LLC 0.99% Reduce -4.5% 2,034 $2.2M
Weatherly Asset Management L. P. 0.20% Reduce -0.5% 2,029 $2.2M
Trust Co. of Toledo NA 0.31% Reduce -0.5% 2,025 $2.2M
Great Valley Advisor Group, Inc. 0.06% Add +3.9% 2,018 $2.1M
Milestone Asset Management, LLC 0.53% Reduce -9.1% 1,986 $2.1M
Kestra Private Wealth Services, LLC 0.04% Reduce -4.5% 1,976 $2.1M
IFP Advisors, Inc 0.08% Add +2.3% 1,975 $2.1M
Triangle Securities Wealth Management 0.59% Reduce -5.1% 1,951 $2.1M
Tradition Wealth Management, LLC 0.20% Reduce -0.7% 1,947 $2.1M
Leelyn Smith, LLC 0.40% Reduce -1.9% 1,945 $2.1M
Cookson Peirce & Co. Inc. 0.10% Add +2.3% 1,937 $2.1M
Tocqueville Asset Management L.P. 0.03% Add +2.1% 1,937 $2.1M
Hudson Edge Investment Partners Inc. 0.40% No change 1,932 $2.1M
Bank of Stockton 0.65% Reduce -17.7% 1,927 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.30% Reduce -10.1% 1,922 $2.0M
LSV Asset Management 0.00% Reduce -13.6% 1,900 $2.0M
Capital Investment Advisors, LLC 0.04% Add +21.7% 1,870 $2.0M
Ascension Asset Management LLC 1.04% No change 1,861 $2.0M
Chicago Capital, LLC 0.06% Reduce -1.7% 1,856 $2.0M
Capital Investment Counsel, Inc 0.30% No change 1,845 $2.0M
LBP Am SA 0.08% Reduce -3.8% 1,845 $2.0M
GAMMA Investing LLC 0.27% Add +88.5% 1,840 $2.0M
Impax Asset Management Group plc 0.01% Reduce -58.5% 1,825 $1.9M
Advisory Research Inc. 0.37% Add +13.2% 1,824 $1.9M
Oppenheimer Asset Management Inc. 0.02% Add +17.3% 1,820 $1.9M
SVB Wealth LLC 0.05% Reduce -5.9% 1,810 $1.9M
Nomura Holdings Inc. 0.01% Reduce -93.0% 1,808 $1.9M
Qtron Investments LLC 0.28% No change 1,805 $1.9M
Mather Group, Llc. 0.02% Add +15.1% 1,978 $1.9M
Maven Securities LTD 0.30% New 1,797 $1.9M
Alta Wealth Advisors LLC 0.95% Add +0.1% 1,794 $1.9M
Noesis Capital Mangement Corp. 0.42% Reduce -0.3% 1,787 $1.9M
Wealth Alliance, LLC 0.24% Reduce -3.2% 1,778 $1.9M
JT Stratford LLC 0.35% Add +17.4% 1,770 $1.9M
Glen Eagle Advisors, LLC 0.34% Reduce -4.2% 1,766 $1.9M
Checchi Capital Advisers, LLC 0.15% Add +1.0% 1,764 $1.9M
Applied Finance Capital Management, LLC 0.09% New 1,762 $1.9M
Middleton & Co. Inc. 0.22% No change 1,758 $1.9M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -4.2% 1,748 $1.9M
Tealwood Asset Management Inc. 1.12% Reduce -20.6% 1,747 $1.9M
Sloy Dahl & Holst, LLC 0.39% No change 1,743 $1.9M
Ibex Wealth Advisors 0.29% Reduce -5.4% 1,738 $1.9M
Kerrisdale Advisers, LLC 0.58% Add +11.9% 1,737 $1.8M
Sigma Planning Corp 0.06% Reduce -2.9% 1,734 $1.8M
Icon Wealth Advisors, LLC 0.16% Add +24.7% 1,997 $1.8M
MWA Asset Management 1.31% Reduce -1.5% 1,723 $1.8M
Prudent Man Advisors, LLC 0.65% Reduce -8.4% 1,723 $1.8M
Perpetual Ltd 0.02% Add +12.6% 1,722 $1.8M
Mutual Advisors, LLC 0.06% Add +18.4% 2,049 $1.8M
Strengthening Families & Communities, LLC 0.52% New 1,712 $1.8M
Leavell Investment Management, Inc. 0.10% No change 1,700 $1.8M
Nvwm, LLC 0.48% Reduce -0.6% 1,696 $1.8M
Composition Wealth, LLC 0.04% Add +125.4% 1,695 $1.8M
Delphi Management Inc. 1.47% Reduce -0.3% 1,691 $1.8M
Fidelis Capital Partners, LLC 0.26% Add +22.9% 2,406 $1.8M
Clifford Swan Investment Counsel LLC 0.07% Reduce -0.9% 1,685 $1.8M
HighPoint Advisor Group LLC 0.11% Add +1.9% 2,097 $1.8M
Ontario Teachers Pension Plan Board 0.02% Reduce -54.0% 1,668 $1.8M
Harfst & Associates, Inc. 0.41% Add +1.4% 1,650 $1.8M
White Knight Strategic Wealth Advisors, LLC 1.75% No change 1,643 $1.7M
Clearstead Advisors, LLC 0.03% No change 1,642 $1.7M
Allworth Financial LP 0.01% Add +6.4% 1,895 $1.7M
Thoroughbred Financial Services, LLC 0.12% Add +52.2% 1,630 $1.7M
Relative Value Partners Group, LLC 0.23% Add +448.6% 1,624 $1.7M
Lake Street Private Wealth, LLC 0.23% Reduce -3.7% 1,624 $1.7M
Donoghue Forlines LLC 0.49% Reduce -3.7% 1,623 $1.7M
McDaniel Terry & Co. 0.15% Reduce -1.4% 1,619 $1.7M
Montag A & Associates Inc. 0.09% No change 1,613 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -4.2% 1,593 $1.7M
Apriem Advisors 0.21% Reduce -2.5% 1,595 $1.7M
Syon Capital LLC 0.16% Reduce -0.1% 1,588 $1.7M
Salomon & Ludwin, LLC 0.19% No change 1,587 $1.7M
Mainstay Capital Management LLC 0.29% Add +4.4% 1,578 $1.7M
Community Bank, N.A. 0.22% Add +4.7% 1,569 $1.7M
Aptus Capital Advisors, LLC 0.03% Add +4.5% 1,567 $1.7M
Certuity, LLC 0.13% Add +38.0% 1,565 $1.7M
Sherbrooke Park Advisers LLC 0.29% Add +106.6% 1,560 $1.7M
Machina Capital S.A.S. 0.74% New 1,559 $1.7M
Trust Asset Management LLC 0.14% No change 1,558 $1.7M
Goodman Advisory Group, LLC 0.49% Reduce -2.9% 1,553 $1.7M
Belpointe Asset Management LLC 0.12% Reduce -2.9% 1,550 $1.7M
Encompass Wealth Advisors, LLC 0.44% Add +2.6% 1,547 $1.6M
Procyon Advisors, LLC 0.12% Reduce -21.7% 1,545 $1.6M
Venturi Wealth Management, LLC 0.10% Reduce -6.5% 1,544 $1.6M
Sunbelt Securities, Inc. 0.17% Add +3.9% 1,533 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +223.4% 1,533 $1.6M
Legacy Capital Group California, Inc. 0.59% Add +0.6% 1,530 $1.6M
Seeds Investor LLC 0.82% Add +15.6% 1,509 $1.6M
Lighthouse Investment Partners, LLC 0.09% New 1,500 $1.6M
Cohen Klingenstein LLC 0.06% No change 1,500 $1.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% New 1,500 $1.6M
Clear Creek Financial Management, LLC 0.19% Add +4.8% 1,495 $1.6M
Lifeworks Advisors, LLC 0.44% Reduce -1.8% 1,488 $1.6M
Wedmont Private Capital 0.10% Add +5.5% 1,462 $1.6M
University of Texas/Texas Am Investment Management Co. 0.30% New 1,466 $1.6M
Mgo One Seven LLC 0.07% Add +42.6% 1,459 $1.6M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -1.9% 1,459 $1.6M
Brookstone Capital Management 0.03% Add +142.6% 1,601 $1.5M
Knowledge Leaders Capital, LLC 3.67% Reduce -4.9% 1,451 $1.5M
Argonautica Private Wealth Management, Inc. 0.52% No change 1,439 $1.5M
ICICI Prudential Asset Management Co Ltd 0.18% Add +10.0% 1,436 $1.5M
Smithfield Trust Co 0.08% Reduce -5.1% 1,433 $1.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.05% Reduce -61.3% 1,430 $1.5M
Parallel Advisors, LLC 0.04% Add +5.0% 1,425 $1.5M
KRS Capital Management, LLC 1.13% Reduce -1.0% 1,423 $1.5M
Schechter Investment Advisors, LLC 0.11% Reduce -2.6% 1,422 $1.5M
Bedell Frazier Investment Counselling, LLC 0.36% No change 1,416 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Reduce -0.1% 1,408 $1.5M
Valeo Financial Advisors, LLC 0.05% Add +8.3% 1,402 $1.5M
Albert D Mason Inc. 1.01% Add +0.1% 1,401 $1.5M
Brown Financial Advisors 0.67% — 1,398 $1.5M
RAM Investment Partners, LLC 0.43% Add +0.7% 1,394 $1.5M
Wright Investors Service Inc. 0.39% No change 1,392 $1.5M
Spire Wealth Management 0.05% Add +210.5% 1,385 $1.5M
CreativeOne Wealth, LLC 0.07% Reduce -5.2% 1,378 $1.5M
MBM Wealth Consultants, LLC 0.50% Reduce -0.1% 1,306 $1.5M
NorthRock Partners, LLC 0.05% Reduce -0.1% 1,359 $1.4M
Little House Capital LLC 0.45% Add +7.8% 1,360 $1.4M
Cigna Investments Inc. 0.27% Reduce -2.9% 1,358 $1.4M
Fulton Bank, N.A. 0.06% Add +22.6% 1,354 $1.4M
Blue Trust, Inc. 0.02% Add +69.2% 1,482 $1.4M
Centennial Bank 0.70% Reduce -0.1% 1,349 $1.4M
Phoenix Financial Ltd. 0.02% Reduce -17.8% 1,358 $1.4M
Marietta Investment Partners LLC 0.31% Reduce -11.0% 1,338 $1.4M
International Assets Investment Management, LLC 0.13% Add +7.0% 1,323 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +16.3% 1,322 $1.4M
Avantax Planning Partners, Inc. 0.05% Add +3.1% 1,321 $1.4M
Landscape Capital Management, L.L.C. 0.12% New 1,312 $1.4M
Oakworth Capital, Inc. 0.10% Add +10.6% 1,306 $1.4M
Roberts Capital Advisors, LLC 1.33% No change 1,423 $1.4M
Legacy Wealth Asset Management, LLC 0.39% Reduce -0.2% 1,297 $1.4M
Phraction Management LLC 0.55% No change 1,288 $1.4M
Crestwood Advisors Group, LLC 0.03% Add +0.4% 1,283 $1.4M
Integrated Advisors Network LLC 0.07% Add +0.8% 1,283 $1.4M
Brighton Jones LLC 0.04% Reduce -21.0% 1,276 $1.4M
KCM Investment Advisors LLC 0.05% Reduce -17.5% 1,274 $1.4M
Herold Advisors, Inc. 0.31% Add +5.3% 1,261 $1.3M
Dantai Capital Ltd 1.50% No change 1,255 $1.3M
Core Alternative Capital 0.27% Reduce -0.6% 1,255 $1.3M
Privium Fund Management (UK) Ltd 0.52% Add +146.1% 1,245 $1.3M
Circle Wealth Management, LLC 0.03% New 1,252 $1.3M
Farther Finance Advisors, LLC 0.06% Add +31.8% 1,255 $1.3M
Western Financial Corp 0.79% Reduce -1.1% 1,234 $1.3M
Davis Selected Advisers 0.01% No change 1,228 $1.3M
Concord Wealth Partners 0.23% Add +10.2% 1,223 $1.3M
Choate Investment Advisors 0.03% Reduce -32.8% 1,215 $1.3M
Joel Isaacson & Co., LLC 0.07% No change 1,208 $1.3M
American State Bank (Iowa) 0.82% No change 1,200 $1.3M
First Commonwealth Financial Corp 0.33% Add +12.5% 1,200 $1.3M
Teza Capital Management LLC 0.16% Reduce -42.0% 1,196 $1.3M
&partners 0.06% Add +69.9% 1,193 $1.3M
Independent Financial Group, LLC 0.05% Reduce -18.0% 1,187 $1.3M
Mechanics Bank Trust Department 0.18% Reduce -4.0% 1,163 $1.2M
USA Financial Formulas 0.20% Add +8.3% 1,159 $1.2M
Wealthspire Advisors, LLC 0.02% Add +23.7% 1,150 $1.2M
Alpha Family Trust 0.72% No change 1,150 $1.2M
Values First Advisors, Inc. 0.72% Add +0.2% 1,136 $1.2M
Burns J W & Co. Inc. 0.16% No change 1,122 $1.2M
Smartleaf Asset Management LLC 0.20% Add +23.9% 1,130 $1.2M
Old National Bancorp 0.03% Reduce -24.0% 1,115 $1.2M
Texas Capital Bancshares Inc 0.49% No change 1,113 $1.2M
Maxi Investments CY Ltd 0.26% Reduce -48.0% 1,105 $1.2M
Summit Trail Advisors, LLC 0.03% Add +13.4% 1,101 $1.2M
Citizens Financial Group Inc. 0.03% Add +136.5% 1,102 $1.2M
Baader Bank Aktiengesellschaft 0.09% New 1,097 $1.2M
Dakota Wealth Management 0.03% Reduce -2.3% 1,088 $1.2M
GoalVest Advisory LLC 0.37% No change 1,085 $1.2M
Stoneridge Investment Partners LLC 0.43% Reduce -4.4% 1,079 $1.1M
Redwood Investment Management, LLC 0.10% Reduce -13.4% 1,530 $1.1M
Chiron Investment Management, LLC 0.45% New 1,075 $1.1M
CFO4Life Group, LLC 0.21% Reduce -1.3% 1,074 $1.1M
Central Pacific Bank - Trust Division 0.14% Reduce -26.9% 1,071 $1.1M
Family Firm, Inc. 0.25% Reduce -1.7% 1,069 $1.1M
Spirepoint Private Client, LLC 0.16% Reduce -1.0% 1,061 $1.1M
Jackson Creek Investment Advisors LLC 0.41% Reduce -12.6% 1,055 $1.1M
Element Capital Management LLC 0.09% Add +75.7% 1,054 $1.1M
Sheaff Brock Investment Advisors, LLC 0.10% Reduce -10.2% 1,043 $1.1M
Alpha DNA Investment Management LLC 0.63% Add +42.2% 1,042 $1.1M
3Chopt Investment Partners, LLC 0.34% New 1,036 $1.1M
Private Trust Co. NA 0.12% Reduce -50.9% 1,037 $1.1M
Cim Investment Management Inc. 0.34% Reduce -1.1% 1,035 $1.1M
Jacobi Capital Management LLC 0.09% Add +1.9% 1,011 $1.1M
Aigen Investment Management, LP 0.21% New 1,005 $1.1M
CNB Bank 0.51% Reduce -2.5% 1,002 $1.1M
KPP Advisory Services LLC 0.28% Add +18.2% 1,001 $1.1M
Nicolet Bankshares Inc. 0.22% No change 1,000 $1.1M
Vise Technologies, Inc. 0.19% Reduce -6.4% 991 $1.1M
Concurrent Investment Advisors, LLC 0.03% Add +15.4% 991 $1.1M
Verdence Capital Advisors LLC 0.09% Add +0.1% 990 $1.1M
Parisi Gray Wealth Management 0.38% Add +32.5% 990 $1.1M
Occudo Quantitative Strategies LP 0.18% New 977 $1.0M
BSW Wealth Partners 0.17% Add +7.8% 972 $1.0M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -13.4% 965 $1.0M
Paloma Partners Management Co 0.11% Add +10622.2% 965 $1.0M
Global Financial Private Client, LLC 0.43% Add +4.3% 962 $1.0M
Retireful, LLC 0.48% Reduce -75.0% 959 $1.0M
Graypoint LLC 0.07% Add +12.7% 958 $1.0M
AE Wealth Management LLC 0.01% Add +22.5% 957 $1.0M
Virtus Advisers, LLC 0.50% Add +4.6% 954 $1.0M
Concord Asset Management, LLC 0.25% Add +16.0% 952 $1.0M
Carr Financial Group Corp 0.32% Reduce -24.1% 947 $1.0M
Financial Advocates Investment Management 0.06% Add +8.6% 944 $1.0M
FCG Investment Co 0.76% Reduce -43.3% 942 $1.0M
Wilmington Savings Fund Society, FSB 0.04% No change 940 $1.0M
Wedbush Securities Inc. 0.04% Add +2.7% 938 $999K
Optimum Investment Advisors 0.45% Add +1.4% 938 $999K
Sunpointe, LLC 0.65% Add +1.8% 931 $994K
Strategic Blueprint, LLC 0.07% Reduce -6.0% 932 $993K
Laraway Financial Advisors Inc 0.85% No change 930 $990K
Lindbrook Capital, LLC 0.09% Add +1.9% 930 $990K
Systematic Financial Management LP 0.03% No change 930 $990K
Waverly Advisors, LLC 0.02% Add +2.5% 927 $987K
Clarius Group, LLC 0.07% Reduce -7.8% 922 $982K
Transcend Capital Advisors, LLC 0.07% Add +3.5% 919 $979K
German American Bancorp, Inc. 0.11% New 914 $973K
Brown Brothers Harriman & Co. 0.01% Add +0.8% 911 $970K
Willner & Heller, LLC 0.93% Add +0.2% 909 $968K
Burr Financial Services, LLC 0.67% Reduce -34.5% 905 $964K
Capstone Investment Advisors, LLC 0.04% Reduce -43.9% 905 $964K
SC&H Financial Advisors, Inc. 0.23% No change 900 $958K
SageView Advisory Group, LLC 0.06% New 899 $957K
Axiom Advisory, LLC 0.01% New 984 $945K
Geller Advisors LLC 0.07% Reduce -0.5% 883 $942K
Brooklyn Investment Group 0.40% No change 955 $938K
Rehmann Capital Advisory Group 0.07% Reduce -31.3% 872 $929K
Busey Bank 0.03% No change 869 $925K
Woodward Diversified Capital, LLC 0.54% Add +5.5% 869 $925K
Verus Capital Partners, LLC 0.10% Add +16.5% 869 $925K
Red Door Wealth Management, LLC 0.16% Reduce -1.8% 864 $920K
Jones Financial Companies LLLP 0.00% Add +789.7% 863 $919K
Forte Capital LLC 0.11% No change 860 $916K
Quantum Portfolio Management LLC 0.53% Add +10.3% 859 $915K
Evergreen Capital Management LLC 0.03% Add +12.3% 852 $909K
Chicago Partners Investment Group LLC 0.04% Add +1.9% 1,059 $906K
Pathway Financial Advisers, LLC 0.32% Reduce -1.1% 869 $905K
Oliver Lagore Vanvalin Investment Group 0.26% Add +9.8% 841 $896K
ABN AMRO Bank N.V. 0.01% New 826 $885K
Everhart Financial Group, Inc. 0.23% Add +12.9% 830 $884K
Regatta Capital Group, LLC 0.19% Reduce -5.2% 824 $878K
OmniStar Financial Group, Inc. 0.79% Add +0.1% 820 $873K
WD Rutherford LLC 0.44% Reduce -13.6% 818 $871K
Hilltop Holdings Inc. 0.10% Reduce -1.7% 814 $867K
Thomasville National Bank 0.07% Add +1.5% 812 $865K
First Manhattan Co. Llc. 0.00% Add +3.1% 805 $859K
Davis Investment Partners, LLC 0.35% Reduce -2.0% 800 $856K
Affinity Investment Advisors, LLC 0.64% Reduce -1.2% 803 $855K
Deerfield Management Company, L.P. 0.02% New 803 $855K
Becker Capital Management Inc. 0.03% No change 799 $852K
Westover Capital Advisors, LLC 0.22% New 800 $852K
Evanson Asset Management, LLC 0.06% No change 800 $852K
Annis Gardner Whiting Capital Advisors, LLC 0.24% Reduce -0.4% 797 $850K
Resonant Capital Advisors, LLC 0.07% Add +1.1% 797 $850K
LMR Partners LLP 0.02% Add +1460.8% 796 $848K
DRW Securities, LLC 0.05% Add +205.4% 791 $844K
Sonora Investment Management Group, LLC 0.07% No change 863 $839K
China Universal Asset Management Co., Ltd. 0.12% Reduce -86.2% 786 $838K
Pathway Financial Advisors LLC 0.23% No change 785 $836K
Axxcess Wealth Management, LLC 0.02% Reduce -58.4% 785 $836K
Alyeska Investment Group, L.P. 0.00% New 781 $832K
Kingswood Wealth Advisors, LLC 0.07% Add +3.2% 780 $831K
Ifrah Financial Services, Inc. 0.23% Reduce -8.5% 776 $826K
Trust Point Inc. 0.07% Reduce -5.5% 770 $820K
Cassaday & Co Wealth Management LLC 0.03% Reduce -0.8% 768 $818K
Westside Investment Management, Inc. 0.19% No change 767 $817K
Unigestion Holding SA 0.04% Reduce -10.8% 1,039 $814K
McDonald Partners LLC 0.22% No change 763 $812K
Veltria Advisors Corp. 0.29% Reduce -22.0% 761 $810K
Buckley Wealth Management, LLC 0.26% Reduce -0.4% 761 $810K
Compound Planning, Inc. 0.06% Add +27.2% 757 $806K
Birinyi Associates Inc. 0.24% No change 750 $799K
EDENTREE ASSET MANAGEMENT Ltd 0.25% Reduce -16.2% 750 $798K
WESPAC Advisors, LLC 0.62% Reduce -23.6% 747 $795K
Scientech Research LLC 0.16% Add +82.8% 746 $794K
Crew Capital Management, Ltd 0.64% Add +14.1% 745 $793K
Deseret Mutual Benefit Administrators 0.37% No change 744 $792K
Journey Strategic Wealth LLC 0.03% Add +228.9% 740 $789K
CW Advisors, LLC 0.01% Add +11.8% 740 $789K
Strategic Wealth Partners, Ltd. 0.08% Reduce -0.7% 741 $789K
Veracity Capital LLC 0.33% Reduce -31.4% 739 $787K
Roman Butler Fullerton & Co. 0.25% Add +145.2% 694 $783K
Sage Mountain Advisors LLC 0.07% Add +47.4% 731 $779K
CFS Investment Advisory Services, LLC 0.06% New 730 $778K
Snowden Capital Advisors LLC 0.02% Reduce -19.1% 723 $771K
Meridian Investment Counsel Inc. 0.24% No change 722 $769K
Balyasny Asset Management L.P. 0.00% Reduce -91.3% 722 $769K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -0.3% 717 $763K
Hillsdale Investment Management Inc. 0.06% Add +376.7% 715 $761K
Lincoln Capital Corp. 0.33% Add +0.1% 714 $761K
Avestar Capital, LLC 0.08% Add +7.0% 707 $754K
Fort Point Capital Partners LLC 0.10% Add +7.3% 707 $753K
Legacy Advisors, LLC 0.09% Reduce -19.9% 702 $749K
Aaron Wealth Advisors LLC 0.10% Add +6.0% 701 $746K
Gries Financial LLC 0.15% Reduce -63.1% 700 $745K
Shufro Rose & Co. LLC 0.06% No change 700 $745K
nVerses Capital, LLC 0.45% Add +600.0% 700 $745K
Wealth Group, Ltd. 0.53% Reduce -0.6% 697 $742K
GeoWealth Management, LLC 0.03% Reduce -34.1% 696 $741K
Darden Wealth Group Inc 0.45% Add +6.1% 695 $740K
Physicians Financial Services, Inc. 0.24% No change 693 $738K
Hardy Reed LLC 0.07% New 691 $736K
Main Street Financial Solutions, LLC 0.07% Add +17.5% 691 $736K
HBK Sorce Advisory LLC 0.03% Add +2.4% 682 $726K
FORA Capital, LLC 0.09% Reduce -94.7% 678 $722K
Silver Oak Securities, Incorporated 0.11% Add +11.0% 678 $722K
Summit Financial, LLC 0.03% Add +192.2% 675 $720K
Angeles Investment Advisors, LLC 0.04% Reduce -23.5% 675 $720K
Freedom Investment Management, Inc. 0.06% Reduce -16.2% 666 $709K
Elite Wealth Management, Inc. 0.15% New 663 $706K
Transatlantique Private Wealth LLC 0.29% Reduce -0.1% 678 $699K
Insigneo Advisory Services, LLC 0.08% Add +2.6% 907 $699K
CFM Wealth Partners LLC 0.13% No change 656 $699K
Watershed Private Wealth LLC 0.30% Reduce -0.1% 655 $697K
XTX Topco Ltd 0.06% Reduce -15.2% 655 $697K
Legacy Edge Advisors, LLC 0.13% Add +3.0% 654 $696K
Financial Advisors, LLC 0.14% No change 650 $692K
Advisory Resource Group 0.16% Reduce -1.7% 649 $691K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.22% New 648 $690K
Dynasty Wealth Management, LLC 0.02% Reduce -15.1% 647 $689K
PDS Planning, Inc 0.07% Add +0.2% 646 $688K
Flagship Harbor Advisors, LLC 0.04% Add +2.5% 645 $687K
World Equity Group, Inc. 0.20% Reduce -50.0% 645 $687K
Earned Wealth Advisors, LLC 0.26% Add +3.9% 642 $684K
Fiduciary Family Office, LLC 0.27% No change 640 $682K
Hancock Whitney Corp. 0.02% No change 638 $679K
Sentry Investment Management LLC 0.30% Reduce -9.7% 635 $676K
LJI Wealth Management, LLC 0.15% No change 633 $674K
Fullerton Fund Management Co Ltd. 0.03% Add +15.7% 633 $674K
Capital International Sarl 0.02% Reduce -11.5% 633 $674K
Tyler-Stone Wealth Management 0.28% No change 631 $672K
Falcon Wealth Planning 0.09% New 631 $672K
Cyndeo Wealth Partners, LLC 0.05% Add +148.6% 629 $670K
Equitable Trust Co. 0.05% Add +14.8% 629 $670K
Cornercap Investment Counsel Inc. 0.11% Add +2.3% 624 $664K
Prelude Capital Management, LLC 0.06% Reduce -67.0% 617 $657K
Grove Bank & Trust 0.11% Add +6.0% 616 $656K
Angeles Wealth Management, LLC 0.06% Add +1.0% 615 $655K
Gryphon Financial Partners LLC 0.10% Reduce -2.5% 615 $654K
Kolinsky Wealth Management, LLC 0.47% Add +6.1% 610 $650K
Prio Wealth Limited Partnership 0.02% Reduce -9.6% 610 $650K
Eisler Capital (US) LLC 0.12% Reduce -90.1% 609 $648K
Catalina Capital Group, LLC 0.24% Add +14.7% 601 $640K
Marshall Wace, LLP 0.00% Reduce -80.4% 600 $639K
Telos Capital Management, Inc. 0.07% Reduce -4.5% 597 $636K
Aft, Forsyth & Company, Inc. 0.31% No change 595 $634K
Parkside Financial Bank & Trust 0.10% Add +2.4% 594 $632K
Gold Investment Management Ltd. 0.27% Reduce -6.9% 592 $630K
Everett Harris & Co. 0.01% Reduce -47.8% 592 $630K
Centaurus Financial, Inc. 0.04% Reduce -38.2% 589 $627K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -17.8% 587 $626K
Lodestar Private Asset Management LLC 0.09% Reduce -5.6% 586 $624K
Quent Capital, LLC 0.07% Add +0.7% 585 $623K
Planning Alternatives Ltd. 0.10% No change 585 $623K
Holderness Investments Co. 0.15% Add +6.8% 583 $621K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -3.3% 583 $621K
Capital CS Group, LLC 0.71% New 578 $615K
Annex Advisory Services, LLC 0.02% Add +12.7% 577 $614K
BOS Asset Management, LLC 0.28% No change 575 $612K
DeDora Capital, Inc. 0.19% Add +6.7% 575 $612K
Lyell Wealth Management, LP 0.06% Add +8.1% 575 $612K
Chilton Capital Management LLC 0.03% Add +1.4% 575 $612K
CVA Family Office, LLC 0.11% Add +1.1% 571 $608K
Oak Harvest Investment Services 0.10% Reduce -3.7% 570 $607K
Commerzbank Aktiengesellschaft 0.02% Add +6.5% 569 $606K
Realta Investment Advisors 0.12% Add +9.7% 564 $601K
Sageworth Trust Co 0.04% New 560 $596K
Martingale Asset Management L P 0.01% New 559 $595K
Visionary Horizons, LLC 0.43% Reduce -4.8% 557 $593K
Childress Capital Advisors, LLC 0.17% Add +33.2% 554 $590K
First Affirmative Financial Network 0.41% Add +5.1% 552 $588K
Continuum Wealth Advisors, LLC 0.31% Add +16.5% 552 $588K
VeraBank, N.A. 0.18% Reduce -3.0% 550 $586K
Impact Partnership Wealth, LLC 0.15% Add +43.5% 548 $584K
Unique Wealth Strategies, LLC 0.27% No change 601 $583K
Shepherd Financial Partners LLC 0.08% Add +1.3% 548 $583K
Legacy Capital Wealth Partners, LLC 0.15% New 546 $582K
Waldron Private Wealth LLC 0.03% Reduce -0.6% 545 $581K
Perennial Investment Advisors, LLC 0.08% Add +27.0% 546 $581K
Janney Capital Management LLC 0.04% No change 543 $578K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 542 $577K
Client 1ST Advisory Group, LLC 0.25% Reduce -4.3% 538 $573K
West Family Investments, Inc. 0.17% Add +0.8% 538 $573K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -0.6% 537 $572K
Olympiad Research LP 0.42% Add +7.2% 535 $570K
Zacks Investment Management 0.01% Reduce -7.9% 533 $568K
Great Diamond Partners, LLC 0.13% No change 531 $566K
Sax Wealth Advisors, LLC 0.05% Add +56.3% 530 $564K
Stratos Wealth Advisors, LLC 0.03% Reduce -14.8% 529 $564K
AdvisorNet Financial, Inc 0.05% Reduce -0.2% 528 $562K
Financial Management Professionals, Inc. 0.08% Reduce -32.7% 528 $562K
AdvisorShares Investments LLC 0.10% Reduce -16.2% 527 $559K
Interchange Capital Partners, LLC 0.20% Add +107.5% 523 $557K
Tandem Capital Management Corp. 0.30% No change 510 $555K
Kovack Advisors, Inc. 0.06% Reduce -6.3% 518 $552K
Keystone Financial Group 0.20% Reduce -0.2% 516 $549K
Ironwood Investment Counsel, LLC 0.10% Add +7.3% 514 $548K
McLean Asset Management Corp 0.18% Add +1.5% 486 $548K
Verdad Advisers, LP 0.63% Reduce -33.5% 514 $547K
ORBA Wealth Advisors, L.L.C. 0.28% Reduce -10.5% 512 $545K
Ceeto Capital Group, LLC 0.21% New 510 $544K
Allred Capital Management, LLC 0.21% Reduce -3.6% 503 $535K
Legal Advantage Investments, Inc. 0.31% No change 500 $532K
DCF Advisers, LLC 0.28% No change 500 $532K
Mine & Arao Wealth Creation & Management, LLC. 0.26% Reduce -0.2% 500 $532K
Lloyd Advisory Services, LLC. 0.25% New 500 $532K
Selway Asset Management 0.22% No change 500 $532K
Harrell Investment Partners, LLC 0.15% No change 500 $532K
Haverford Trust Co 0.01% Add +7.5% 500 $532K
New England Research & Management, Inc. 0.26% No change 500 $532K
Bellevue Asset Management, LLC 0.29% No change 499 $531K
Exencial Wealth Advisors, LLC 0.02% Reduce -17.8% 498 $531K
Manchester Capital Management LLC 0.06% Add +23.1% 496 $528K
Jackson Hole Capital Partners, LLC 0.12% No change 495 $527K
Alera Investment Advisors, LLC 0.06% Reduce -47.7% 495 $527K
Algert Global LLC 0.02% No change 494 $526K
Capula Management Ltd 0.01% Reduce -35.5% 493 $525K
Truvestments Capital LLC 0.21% Add +7.6% 493 $525K
Caldwell Trust Co 0.06% Reduce -4.8% 492 $524K
Ferguson Wellman Capital Management, Inc. 0.01% No change 491 $523K
Octahedron Capital Management L.P. 0.52% Reduce -50.0% 490 $522K
Americana Partners, LLC 0.04% Add +87.0% 490 $522K
AlphaStar Capital Management, LLC 0.05% Reduce -2.0% 489 $521K
Biltmore Family Office, LLC 0.10% No change 484 $516K
Guerra Pan Advisors, LLC 0.43% Add +0.6% 480 $511K
Quotient Wealth Partners, LLC 0.02% Add +7.4% 479 $510K
First Hawaiian Bank 0.02% Reduce -60.3% 479 $510K
Curi Capital, LLC 0.01% Reduce -0.2% 478 $509K
Bradley Foster & Sargent Inc. 0.01% Add +107.8% 478 $509K
RFG Advisory, LLC 0.02% Reduce -22.6% 476 $507K
Columbia Asset Management 0.09% Add +5.6% 475 $506K
Valley Brook Capital Group, Inc. 0.39% No change 475 $506K
WINTON GROUP Ltd 0.03% New 475 $506K
Alpha Cubed Investments, LLC 0.02% Reduce -6.9% 475 $506K
Edmond DE Rothschild Holding S.A. 0.01% No change 475 $506K
FineMark National Bank & Trust 0.02% Add +14.5% 474 $505K
Nicolet Advisory Services, LLC 0.05% Add +0.7% 447 $504K
Conservest Capital Advisors, Inc. 0.05% No change 518 $503K
Allstate Corp. 0.04% No change 471 $502K
Sather Financial Group Inc 0.03% No change 469 $499K
Legacy Financial Advisors, Inc. 0.09% Reduce -0.4% 467 $498K
Retirement Income Solutions, Inc. 0.12% No change 467 $497K
Gsa Capital Partners LLP 0.03% Add +94.6% 465 $495K
Park Edge Advisors, LLC 0.15% New 464 $494K
Tyche Wealth Partners LLC 0.12% New 462 $492K
Silver Coast Investments LLC 0.20% No change 458 $488K
Keel Point, LLC 0.04% Add +7.4% 579 $487K
Osborne Partners Capital Management, LLC 0.03% No change 455 $485K
Ignite Planners, LLC 0.12% Add +2.8% 445 $484K
Rockland Trust Co. 0.03% Reduce -9.6% 452 $481K
Oxford Wealth Group, LLC 0.33% New 450 $479K
Nelson Capital Management, LLC 0.09% No change 450 $479K
Salem Investment Counselors Inc. 0.02% No change 448 $478K
Global Trust Asset Management, LLC 0.19% Reduce -18.4% 445 $474K
Montecito Bank & Trust 0.10% Add +36.5% 445 $474K
Cidel Asset Management Inc. 0.04% Reduce -4.7% 444 $473K
Symphony Financial, Ltd. Co. 0.09% Add +51.0% 447 $473K
Rothschild Investment LLC 0.03% Add +29.5% 443 $472K
Integral Investment Advisors, Inc. 0.17% Reduce -0.5% 445 $470K
SignalPoint Asset Management, LLC 0.13% Reduce -2.2% 441 $470K
Simon Quick Advisors, LLC 0.03% Add +20.2% 440 $469K
Syntegra Private Wealth Group, LLC 0.06% Add +1.1% 438 $467K
One Charles Private Wealth Services, LLC 0.19% Reduce -6.4% 436 $464K
Affinity Wealth Management LLC 0.08% No change 436 $464K
Evercore Wealth Management, LLC 0.01% Reduce -2.5% 436 $464K
Edgestream Partners, L.P. 0.02% Reduce -69.5% 435 $463K
Tennessee Valley Asset Management Partners 0.09% No change 433 $462K
West Wealth Group, LLC 0.16% No change 433 $461K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 433 $461K
Concourse Financial Group Securities, Inc. 0.03% Reduce -58.4% 431 $460K
Outlook Wealth Advisors, LLC 0.14% Reduce -19.1% 428 $456K
Braun-Bostich & Associates Inc. 0.34% Reduce -0.2% 426 $454K
Morningstar Investment Services LLC 0.00% Add +18.9% 428 $452K
Baker Tilly Wealth Management, LLC 0.18% Reduce -27.4% 424 $451K
Equitable Holdings, Inc. 0.00% Add +3.9% 423 $450K
Hoxton Planning & Management, LLC 0.21% Add +5.2% 422 $449K
Pinnacle Financial Partners Inc 0.01% Add +4.5% 421 $448K
Covestor Ltd 0.29% Add +255.9% 420 $447K
Kaizen Financial Strategies 0.28% Add +28.8% 523 $447K
Premier Path Wealth Partners, LLC 0.08% Reduce -6.0% 419 $446K
Mascoma Wealth Management LLC 0.12% No change 419 $446K
Everpar Advisors LLC 0.22% Add +6.1% 418 $445K
PFG Investments, LLC 0.03% Reduce -83.7% 415 $442K
JGP Wealth Management, LLC 0.06% Add +3.2% 414 $441K
Horizon Family Wealth, Inc. 0.34% Add +0.2% 414 $440K
NFSG Corp 0.16% Add +20.5% 412 $439K
Florida Trust Wealth Management Co 0.01% No change 411 $438K
Insight Advisors, LLC/ PA 0.08% Reduce -7.9% 410 $437K
MassMutual Private Wealth & Trust, FSB 0.01% Add +11.2% 408 $434K
BlueSpruce Investments, LP 0.01% New 406 $432K
Capital Advisors, Ltd. LLC 0.06% Add +2.5% 405 $431K
Thrive Wealth Management, LLC 0.08% Add +5.8% 404 $430K
Full Sail Capital, LLC 0.03% Add +0.5% 403 $429K
Enterprise Financial Services Corp 0.26% Reduce -3.1% 403 $429K
FWG Holdings, LLC 0.22% Add +6.2% 447 $429K
Cromwell Holdings LLC 0.26% — 402 $429K
Investment Partners Asset Management, Inc. 0.38% Reduce -0.3% 402 $428K
WoodTrust Financial Corp 0.07% No change 402 $428K
Parsons Capital Management Inc. 0.03% No change 401 $427K
Clark Financial Services Group Inc. 0.45% Reduce -44.8% 400 $426K
Grassi Investment Management 0.04% No change 400 $426K
Core Wealth Partners LLC 0.29% New 400 $426K
Alta Advisers Ltd 0.20% No change 400 $426K
Wealth Alliance Advisory Group, LLC 0.10% Add +17.6% 400 $426K
James Investment Research, Inc. 0.05% Reduce -11.5% 400 $426K
Fortem Financial Group, LLC 0.18% Reduce -1.0% 398 $424K
Simmons Bank 0.03% New 395 $421K
FFT Wealth Management LLC 0.04% Add +9.7% 395 $421K
J.W. Cole Advisors, Inc. 0.02% Reduce -1.5% 395 $421K
Bordeaux Wealth Advisors LLC 0.08% Add +2.3% 394 $420K
Rathbones Group PLC 0.00% Reduce -3.7% 393 $418K
Secure Asset Management, LLC 0.08% New 391 $417K
Roberts Glore & Co. Inc. 0.13% Reduce -1.3% 391 $416K
Laidlaw Wealth Management LLC 0.23% New 390 $415K
TRUE Private Wealth Advisors 0.05% Add +3.5% 390 $415K
Y.D. More Investments Ltd 0.04% No change 390 $415K
Zions Bancorporation, N.A. 0.03% Reduce -16.5% 390 $415K
Kendall Capital Management 0.14% Add +3.2% 387 $412K
Optas, LLC 0.10% Add +2.7% 383 $408K
Cynosure Group, LLC 0.07% Add +13.3% 383 $408K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -35.7% 383 $408K
Gallacher Capital Management LLC 0.21% Reduce -3.5% 380 $405K
Bank Pictet & Cie (asia) Ltd. 0.13% No change 377 $401K
Williams & Novak, LLC 0.37% No change 375 $399K
Destiny Wealth Partners, LLC 0.07% No change 375 $399K
RMR Wealth Builders 0.05% Reduce -5.5% 375 $399K
Congress Asset Management Co. 0.00% Add +0.3% 375 $399K
TTP Investments, Inc. 0.15% Add +29.6% 372 $397K
Wagner Wealth Management, LLC 0.12% Add +16.3% 371 $395K
Catalyst Financial Partners LLC 0.09% Add +10.4% 371 $395K
Essex Financial Services, Inc. 0.03% Reduce -9.0% 493 $394K
AlphaMark Advisors, LLC 0.14% Add +5.7% 370 $394K
Foundry Partners, LLC 0.02% No change 370 $394K
Zhang Financial LLC 0.03% Reduce -1.3% 367 $391K
Hexagon Capital Partners LLC 0.08% No change 363 $387K
Callan Capital, LLC 0.03% Add +8.4% 362 $385K
Prosperity Financial Group, Inc. 0.24% Add +12.5% 361 $384K
Seven Mile Advisory 0.28% Add +3.1% 360 $383K
Five Oceans Advisors 0.20% Reduce -0.8% 360 $383K
Private Advisory Group LLC 0.05% Reduce -64.2% 359 $382K
Obsidian Personal Planning Solutions LLC 0.23% No change 358 $381K
Ramirez Asset Management, Inc. 0.08% Reduce -21.5% 358 $381K
Pallas Capital Advisors LLC 0.02% New 399 $380K
Walker Asset Management, LLC 0.26% Add +0.3% 357 $380K
First Horizon Advisors, Inc. 0.01% Add +3.8% 354 $378K
Consilium Wealth Advisory, LLC 0.21% No change 354 $377K
Indie Asset Partners, LLC 0.30% Reduce -7.4% 351 $374K
Coastal Bridge Advisors, LLC 0.09% No change 347 $370K
Ancora Advisors LLC 0.01% Reduce -4.4% 347 $369K
Capstone Financial Advisors, Inc. 0.02% New 347 $369K
Kozak & Associates, Inc. 0.09% No change 339 $368K
Range Financial Group LLC 0.19% Add +8.8% 345 $367K
Independent Solutions Wealth Management, LLC 0.08% Reduce -3.4% 345 $367K
Verity & Verity, LLC 0.04% No change 345 $367K
Fort, L.P. 0.93% Reduce -5.5% 343 $365K
Bluespring Wealth Management, LLC 0.04% Add +1.2% 341 $364K
CYBER HORNET ETFs LLC 0.40% Add +1.2% 341 $363K
Northstar Group, Inc. 0.07% No change 340 $362K
Beacon Financial Group 0.04% Add +8.3% 340 $362K
Powell Investment Advisors, LLC 0.19% Add +5.3% 339 $362K
Keynote Financial Services LLC 0.30% No change 339 $361K
New Century Financial Group, LLC 0.15% New 337 $359K
Saxon Interests, Inc. 0.17% Reduce -5.6% 337 $359K
Wealthquest Corp 0.04% No change 337 $359K
Eastern Bank 0.01% No change 337 $359K
Brass Tax Wealth Management, Inc. 0.07% No change 336 $358K
Franklin Street Advisors Inc. 0.03% No change 335 $357K
Sivia Capital Partners, LLC 0.24% Add +15.9% 335 $357K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.7% 335 $357K
LRI Investments, LLC 0.04% Add +87.6% 334 $356K
Dock Street Asset Management Inc. 0.05% Add +5.7% 333 $355K
Apella Capital, LLC 0.02% Add +0.3% 316 $352K
Walden Wealth Partners LLC 0.20% No change 330 $351K
Poehling Capital Management, INC. 0.10% No change 330 $351K
Blume Capital Management, Inc. 0.09% No change 330 $351K
Townsend & Associates, Inc 0.04% No change 392 $351K
Traynor Capital Management, Inc. 0.03% Add +5.5% 329 $351K
EverSource Wealth Advisors, LLC 0.02% Add +7.7% 380 $350K
Sittner & Nelson, LLC 0.17% No change 328 $349K
Ipswich Investment Management Co., Inc. 0.08% No change 325 $346K
Castle Rock Wealth Management, LLC 0.09% Add +1.2% 326 $346K
Zullo Investment Group, Inc. 0.15% Add +1.9% 324 $345K
Debussy Capital Management LP 0.10% Add +7.6% 324 $345K
Lester Murray Antman dba SimplyRich 0.11% No change 324 $345K
Appleton Partners Inc. 0.03% Reduce -4.4% 323 $344K
Personal Cfo Solutions, LLC 0.05% Reduce -23.5% 322 $343K
Benjamin Edwards Inc. 0.07% Add +5.6% 320 $341K
Forum Financial Management, LP 0.01% Reduce -25.4% 320 $341K
Smith Thornton Advisors LLC 0.25% — 320 $341K
Triad Wealth Partners, LLC 0.18% New 320 $341K
Farmers Trust Co. 0.07% No change 318 $339K
Moss Adams Wealth Advisors LLC 0.05% Add +30.4% 317 $338K
Monument Capital Management 0.10% Add +4.3% 317 $338K
Stonehearth Capital Management, LLC 0.14% Reduce -12.9% 317 $338K
Sweet Financial Partners, LLC 0.08% Add +3.3% 316 $337K
Stock Yards Bank & Trust Co. 0.01% Add +8.6% 316 $336K
UMB Bank, n.a. 0.01% Add +8.6% 316 $336K
Pure Financial Advisors, LLC 0.01% Add +0.3% 316 $336K
C M Bidwell & Associates Ltd. 0.22% Reduce -0.6% 314 $334K
Stratos Investment Management, LLC 0.03% Add +6.5% 313 $333K
Wesbanco Bank Inc. 0.01% Add +0.3% 313 $333K
Westmount Partners, LLC 0.11% Reduce -5.5% 312 $331K
Csenge Advisory Group 0.02% Add +1.6% 311 $331K
Bill Few Associates, Inc. 0.13% Reduce -13.2% 310 $330K
Carrera Capital Advisors 0.11% — 308 $328K
New Republic Capital, LLC 0.16% New 307 $327K
IFG Advisory, LLC 0.02% New 306 $326K
Signature Wealth Management Group 0.14% Reduce -80.9% 303 $323K
Element Wealth, LLC 0.18% Add +0.3% 302 $322K
Northside Capital Management, LLC 0.06% No change 301 $321K
Canandaigua National Bank & Trust Co. 0.03% No change 301 $321K
Oasis Management Co Ltd. 0.11% No change 300 $319K
Builder Investment Group Inc. 0.09% No change 300 $319K
Gabelli Funds LLC 0.00% Add +5.6% 300 $319K
Essex Bank 0.09% Reduce -12.1% 299 $318K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -11.0% 298 $316K
Schnieders Capital Management LLC 0.06% No change 295 $314K
First Interstate Bank 0.02% Add +2.4% 295 $314K
QCM Cayman, Ltd. 3.38% New 294 $313K
KG Capital Management 0.11% Reduce -12.5% 294 $313K
Cooper Financial Group 0.05% Reduce -7.0% 293 $312K
Dynamic Wealth Strategies, LLC 0.27% Reduce -0.3% 292 $311K
Addison Advisors LLC 0.10% Add +7.3% 292 $311K
Kavar Capital Partners Group, LLC 0.06% New 292 $311K
DHK Financial Advisors, Inc. 0.22% New 291 $310K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.3% 291 $310K
Saranac Partners Ltd 0.18% No change 290 $309K
Grandfield & Dodd, LLC 0.02% No change 290 $309K
Convergence Investment Partners, LLC 0.09% Reduce -4.3% 289 $308K
Money Concepts Capital Corp. 0.03% No change 289 $308K
Quantum Financial Advisors, LLC 0.05% No change 287 $306K
AlphaCore Capital LLC 0.07% New 286 $305K
Venture Visionary Partners LLC 0.01% Add +34.4% 285 $304K
First Trust Investment Solutions L.P. 0.04% Add +10.5% 285 $303K
Barrett & Company, Inc. 0.14% Add +21.4% 284 $303K
Epic Trust Investment Advisors, LLC 0.33% Add +17.4% 284 $302K
Silvercrest Asset Management Group LLC 0.00% No change 284 $302K
Wolff Wiese Magana LLC 0.24% Reduce -4.7% 282 $301K
Balboa Wealth Partners 0.08% Reduce -28.2% 282 $300K
Regent Peak Wealth Advisors LLC 0.07% Add +2.2% 282 $300K
Brickley Wealth Management 0.07% Reduce -1.4% 281 $299K
Detalus Advisors, LLC 0.10% Reduce -10.8% 280 $298K
Chesley Taft & Associates LLC 0.01% No change 280 $298K
Relyea Zuckerberg Hanson LLC 0.05% Add +6.9% 279 $297K
Freestone Capital Holdings, LLC 0.01% New 278 $296K
Morningstar Investment Management LLC 0.03% No change 278 $296K
Peninsula Wealth, LLC 0.06% Add +0.4% 275 $294K
Ariston Services Group 0.28% No change 276 $294K
LexAurum Advisors, LLC 0.07% No change 276 $294K
Harbour Investments, Inc. 0.01% Reduce -5.8% 275 $293K
Vicus Capital 0.03% Add +9.6% 275 $292K
Inscription Capital, LLC 0.05% New 274 $292K
Lazari Capital Management, Inc. 0.13% Reduce -5.5% 274 $292K
Callahan Advisors, LLC 0.03% Add +3.8% 272 $290K
Journey Advisory Group, LLC 0.03% Add +10.6% 271 $289K
Central Asset Investments & Management Holdings (HK) Ltd 0.20% Reduce -52.5% 271 $289K
Cornerstone Wealth Group, LLC 0.03% Add +7.6% 269 $287K
Arden Trust Co 0.04% No change 269 $286K
GC Wealth Management RIA, LLC 0.06% Reduce -47.6% 269 $286K
Keystone Wealth Services, LLC 0.09% Add +8.0% 269 $286K
Invenio Wealth Partners LLC 0.14% Add +6.3% 268 $285K
Destination Wealth Management 0.01% Reduce -0.4% 267 $284K
Field & Main Bank 0.11% No change 267 $284K
Monterey Private Wealth, Inc. 0.11% Add +3.1% 267 $284K
Collective Family Office LLC 0.08% Reduce -6.3% 266 $283K
Kirtland Hills Capital Management, LLC 0.23% Add +0.4% 265 $282K
West Oak Capital, LLC 0.11% No change 265 $282K
AlTi Global, Inc. 0.01% Add +3.5% 264 $282K
Wambolt & Associates, LLC 0.08% No change 265 $281K
Belmont Capital, LLC 0.05% No change 264 $281K
Country Club Bank 0.02% No change 265 $280K
Elevation Point Wealth Partners, LLC 0.02% Reduce -13.8% 262 $279K
Bensler, LLC 0.04% No change 262 $279K
Meadow Creek Wealth Advisors LLC 0.26% New 261 $278K
SYM FINANCIAL Corp 0.04% New 261 $278K
Girard Partners LTD. 0.03% Reduce -1.5% 260 $277K
Heritage Wealth Management, Inc. 0.09% — 254 $276K
Drive Wealth Management, LLC 0.07% Add +3.2% 259 $276K
Garden State Investment Advisory Services LLC 0.09% New 254 $273K
Private Capital Management LLC 0.05% Reduce -3.4% 254 $270K
1858 Wealth Management, LLC 0.22% Reduce -6.6% 254 $270K
Successful Portfolios LLC 0.19% No change 254 $270K
New Hampshire Trust 0.06% No change 254 $270K
Ewa, LLC 0.11% Add +7.7% 280 $269K
World Investment Advisors 0.02% Reduce -11.9% 252 $269K
49 Wealth Management, LLC 0.05% Reduce -0.8% 252 $267K
Affinity Capital Advisors, LLC 0.06% No change 250 $266K
Emprise Bank 0.16% Reduce -9.4% 250 $266K
Enterprise Bank & Trust Co 0.09% No change 250 $266K
Onyx Bridge Wealth Group LLC 0.04% New 250 $266K
Ameritas Advisory Services, LLC 0.01% New 249 $265K
Winch Advisory Services, LLC 0.07% No change 246 $262K
Tucker Asset Management LLC 0.06% Add +2.1% 245 $261K
Greenwich Wealth Management LLC 0.02% Add +15.6% 244 $260K
TCI Wealth Advisors, Inc. 0.02% Add +3.4% 244 $260K
Hudock, Inc. 0.05% No change 243 $259K
Carnegie Investment Counsel 0.01% Reduce -5.8% 243 $259K
Berger Financial Group, Inc 0.02% Add +1.7% 243 $258K
Transcendent Capital Group LLC 0.15% New 242 $258K
Caldwell Sutter Capital, Inc. 0.13% Add +11.5% 242 $258K
Purus Wealth Management, LLC 0.11% Add +1.3% 242 $258K
Anchor Investment Management, LLC 0.03% No change 242 $258K
Accredited Investors Inc. 0.02% New 241 $257K
Kennicott Capital Management LLC 0.11% No change 240 $256K
La Financiere DE L'echiquier 0.01% No change 240 $256K
Advisory Alpha, LLC 0.01% New 240 $256K
Jacobsen Capital Management 0.11% Add +0.4% 239 $254K
Advisor OS, LLC 0.03% Add +0.4% 239 $254K
Avidian Wealth Enterprises, LLC 0.01% New 238 $254K
Ballast Advisors LLC 0.08% No change 238 $253K
Plancorp, LLC 0.01% Add +3.5% 236 $251K
Somerset Trust Co 0.10% Add +11.9% 235 $250K
Logan Capital Management Inc. 0.01% No change 235 $250K
Evermay Wealth Management LLC 0.04% No change 234 $249K
Wealth Management Associates, Inc. 0.12% No change 234 $249K
Cannell & Spears LLC 0.01% No change 234 $249K
Garrison Asset Management, LLC 0.13% No change 232 $247K
Savvy Advisors, Inc. 0.08% New 230 $245K
Quadrant Private Wealth Management, LLC 0.06% Add +3.2% 228 $243K
First American Trust, FSB 0.02% Reduce -37.7% 228 $243K
Ascentis Independent Advisors 0.05% — 228 $243K
One Capital Management, LLC 0.01% Add +2.2% 228 $243K
Main Street Research LLC 0.02% Reduce -6.2% 226 $241K
GQG Partners LLC 0.00% Reduce -100.0% 226 $241K
First County Bank 0.12% Add +0.9% 225 $240K
Crestmont Private Wealth LLC 0.11% New 223 $237K
Highland Capital Management, LLC 0.01% New 223 $237K
Sterling Financial Planning, Inc. 0.10% No change 222 $236K
Clark Capital Management Group, Inc. 0.00% Add +5.2% 222 $236K
Ssi Investment Management LLC 0.09% No change 221 $235K
Breakwater Capital Group 0.05% Reduce -15.3% 221 $235K
Aprio Wealth Management, LLC 0.04% Add +1.8% 221 $235K
Independence Bank of Kentucky 0.06% Add +41.9% 220 $234K
Ethos Financial Group, LLC 0.04% New 195 $234K
Ellevest, Inc. 0.01% New 219 $233K
Family Manage LLC 0.04% New 216 $230K
Parthenon LLC 0.03% No change 216 $230K
Confluence Wealth Services, Inc. 0.02% New 216 $230K
Western Wealth Management, LLC 0.02% New 215 $229K
American National Bank & Trust 0.03% Reduce -6.5% 215 $229K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -1.4% 215 $229K
Beacon Financial Advisory LLC 0.09% Reduce -4.9% 215 $229K
HUB Investment Partners, LLC 0.01% New 215 $229K
MQS Management LLC 0.14% New 214 $228K
Welch Group, LLC 0.01% No change 213 $226K
Mill Creek Capital Advisors, LLC 0.01% New 212 $226K
Avaii Wealth Management, LLC 0.13% Reduce -15.9% 212 $226K
Excalibur Management Corp. 0.09% New 212 $225K
REDW Wealth LLC 0.06% Reduce -7.0% 211 $225K
Legacy Trust 0.06% No change 211 $225K
One Wealth Advisors, LLC 0.05% New 278 $225K
Claro Advisors Inc. 0.04% New 210 $224K
Guidance Point Advisors, LLC 0.07% Reduce -0.5% 209 $223K
LifePlan Financial, LLC 0.20% Reduce -13.6% 209 $223K
LifeSteps Financial, Inc. 0.18% No change 209 $223K
Brio Consultants, LLC 0.04% New 209 $223K
Fielder Capital Group LLC 0.09% Add +0.5% 208 $222K
Ridgepath Capital Management LLC 0.22% Reduce -0.9% 208 $221K
West Bancorporation Inc. 0.16% Reduce -0.5% 208 $221K
JSF Financial, LLC 0.07% No change 208 $221K
9258 Wealth Management, LLC 0.03% Reduce -13.7% 208 $221K
Ascent Group, LLC 0.02% Reduce -47.2% 207 $220K
Bartlett & Co. Wealth Management LLC 0.00% Add +267.9% 206 $220K
Great Waters Wealth Management 0.03% New 205 $218K
Andina Capital Management, LLC 0.16% Reduce -25.0% 204 $217K
Gables Capital Management Inc. 0.11% No change 204 $217K
Oak Grove Capital LLC 0.06% Reduce -4.7% 204 $217K
Diversified, LLC 0.03% New 204 $217K
Trek Financial, LLC 0.02% Reduce -4.2% 204 $217K
Manchester Financial Inc. 0.05% New 204 $217K
Householder Group Estate & Retirement Specialist, LLC 0.06% Add +42.0% 203 $216K
Arete Wealth Advisors, LLC 0.02% New 203 $216K
Hamilton Point Investment Advisors, LLC 0.04% New 202 $216K
Altfest L J & Co. Inc. 0.03% Reduce -23.2% 202 $215K
Lineweaver Wealth Advisors, LLC 0.04% New 201 $214K
Round Rock Advisors LLC 0.05% New 201 $214K
Stevens Capital Management LP 0.07% New 201 $214K
Milestone Resources Group Ltd 0.01% No change 201 $214K
Dymon Asia Capital (singapore) Pte. LTD. 0.26% New 200 $213K
NCP Inc. 0.13% New 200 $213K
IMPACTfolio, LLC 0.12% New 200 $213K
Bond & Devick Financial Network, Inc. 0.11% Reduce -42.9% 200 $213K
EHP Funds Inc. 0.11% Reduce -50.0% 200 $213K
Paradigm Asset Management Co. LLC 0.06% Reduce -90.0% 200 $213K
Bayesian Capital Management, LP 0.02% Reduce -96.3% 200 $213K
Traphagen Investment Advisors LLC 0.02% New 199 $212K
Lantz Financial LLC 0.07% New 199 $212K
Connecticut Wealth Management, LLC 0.01% New 199 $212K
IRON Financial LLC 0.12% New 198 $211K
Covenant Asset Management, LLC 0.05% New 198 $211K
Greenfield Savings Bank 0.11% New 198 $211K
Intelligence Driven Advisers, LLC 0.03% New 198 $211K
Sendero Wealth Management, LLC 0.04% New 198 $211K
Voisard Asset Management Group, Inc. 0.10% No change 197 $210K
Boston Trust Walden Corp 0.00% New 196 $209K
MBL Wealth, LLC 0.02% New 194 $207K
Goelzer Investment Management, Inc. 0.01% Reduce -11.4% 194 $207K
Wintrust Investments LLC 0.02% New 193 $206K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -8.5% 193 $206K
Austin Private Wealth, LLC 0.02% New 192 $204K
Fayez Sarofim & Co 0.00% New 191 $203K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +11.8% 190 $202K
Valmark Advisers, Inc. 0.00% New 189 $201K
Claret Asset Management Corp 0.04% Reduce -11.7% 189 $201K
Center For Asset Management LLC 0.13% New 188 $200K
Sound Income Strategies, LLC 0.01% Add +64.0% 182 $193K
Delta Asset Management LLC 0.02% No change 179 $191K
Register Financial Advisors LLC 0.09% Reduce -2.8% 175 $187K
Washington Trust Advisors, Inc. 0.02% No change 175 $186K
General Partner, Inc. 0.12% No change 174 $185K
First Command Advisory Services, Inc. 0.00% No change 170 $181K
Coston, McIsaac & Partners 0.06% No change 167 $178K
Princeton Global Asset Management LLC 0.04% Add +32.0% 165 $176K
First Pacific Financial 0.04% No change 164 $175K
Armstrong Advisory Group, Inc. 0.02% Add +30.2% 164 $175K
NBT Bank, N.A. 0.01% No change 156 $166K
Promethos Capital, LLC 0.06% Reduce -15.3% 155 $165K
Bogart Wealth, LLC 0.01% Add +0.7% 155 $165K
FinTrust Capital Advisors, LLC 0.03% Reduce -21.2% 152 $162K
WASHINGTON TRUST Co 0.01% Add +11.1% 150 $160K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.4% 147 $157K
Western Pacific Wealth Management, LP 0.12% Add +9.8% 145 $154K
Compass Wealth Management LLC 0.04% No change 141 $150K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -35.6% 141 $150K
Arlington Trust Co LLC 0.03% No change 137 $146K
Cape Investment Advisory, Inc. 0.07% Add +36.0% 136 $145K
City State Bank 0.06% No change 134 $143K
Ridgewood Investments LLC 0.07% New 134 $142K
Avior Wealth Management, LLC 0.01% Reduce -23.5% 130 $138K
Jupiter Wealth Management LLC 0.07% No change 150 $138K
Carolinas Wealth Consulting LLC 0.03% Add +7.7% 126 $133K
Union Savings Bank 0.07% No change 125 $133K
Catalyst Capital Advisors LLC 0.00% Reduce -3.1% 123 $131K
Gen-Wealth Partners Inc 0.06% Reduce -54.1% 117 $125K
GW&K Investment Management, LLC 0.00% Add +4.5% 116 $124K
Atticus Wealth Management, LLC 0.04% Add +0.9% 116 $123K
Byrne Asset Management LLC 0.10% Reduce -12.1% 116 $122K
Colonial Trust Advisors 0.01% Reduce -3.4% 115 $122K
Sandy Spring Bank 0.01% Add +1.9% 110 $117K
Riverview Trust Co 0.11% No change 109 $116K
Archer Investment Corp 0.03% No change 109 $116K
Beaird Harris Wealth Management, LLC 0.01% Reduce -28.8% 109 $116K
SouthState Bank Corp 0.01% Add +163.4% 108 $115K
JFS Wealth Advisors, LLC 0.01% Reduce -0.9% 107 $114K
CBIZ Investment Advisory Services, LLC 0.01% No change 105 $112K
Cassady Schiller Wealth Management, LLC 0.05% No change 104 $111K
Toth Financial Advisory Corp. 0.01% No change 100 $106K
Centerpoint Advisors, LLC 0.04% No change 100 $106K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 100 $106K
Hartford Financial Management Inc. 0.02% Reduce -1.0% 99 $105K
Eagle Bay Advisors LLC 0.06% Reduce -34.3% 96 $102K
EnRich Financial Partners LLC 0.04% New 93 $99K
Baldwin Wealth Partners LLC 0.01% No change 91 $97K
Raleigh Capital Management Inc. 0.04% Add +2.3% 90 $96K
Valued Wealth Advisors LLC 0.06% Add +29.4% 88 $94K
Janiczek Wealth Management, LLC 0.02% Reduce -10.2% 88 $94K
Quarry LP 0.04% Add +175.0% 88 $94K
WFA Asset Management Corp 0.05% No change 87 $93K
Beacon Capital Management, LLC 0.02% No change 87 $93K
Crewe Advisors LLC 0.01% Reduce -25.0% 84 $89K
Creative Financial Designs Inc. 0.01% Add +22.4% 82 $87K
Colonial Trust Co / SC 0.02% Add +800.0% 81 $86K
Brown, Lisle/Cummings, Inc. 0.03% No change 80 $85K
Spectrum Wealth Counsel, LLC 0.01% No change 80 $85K
Perkins Coie Trust Co 0.02% No change 79 $84K
First United Bank & Trust 0.03% No change 78 $83K
Rise Advisors, LLC 0.04% Reduce -2.5% 77 $82K
Camelot Portfolios, LLC 0.05% New 76 $81K
Abound Wealth Management 0.03% No change 75 $80K
Continuum Advisory, LLC 0.01% Reduce -2.7% 72 $77K
Tobam 0.01% New 70 $75K
Coppell Advisory Solutions LLC 0.01% — 70 $75K
Versant Capital Management, Inc 0.02% Add +423.1% 68 $72K
DT Investment Partners, LLC 0.01% No change 68 $72K
Meeder Asset Management Inc. 0.00% Reduce -83.2% 65 $69K
SJS Investment Consulting Inc. 0.01% Add +52.4% 64 $68K
Fortitude Family Office, LLC 0.04% Add +16.7% 63 $67K
Atwood & Palmer Inc. 0.01% New 63 $67K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 62 $67K
Geneos Wealth Management Inc. 0.00% Reduce -98.3% 62 $66K
Rosenberg Matthew Hamilton 0.02% Add +24.0% 62 $66K
Opal Wealth Advisors, LLC 0.02% New 61 $65K
ORG Partners LLC 0.01% New 61 $65K
ICA Group Wealth Management, LLC 0.04% Reduce -88.2% 60 $64K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +20.0% 60 $64K
TrinityBridge Ltd 0.00% New 59 $63K
Adirondack Trust Co. 0.03% No change 59 $63K
Lanark Financial, Inc. 0.01% Reduce -28.4% 58 $61K
Cedar Wealth Management, LLC 0.02% Reduce -5.2% 55 $59K
Cranbrook Wealth Management, LLC 0.01% No change 55 $59K
Liberty Wealth Management LLC 0.01% New 54,310 $58K
Tradewinds Capital Management, LLC 0.02% No change 50 $53K
Hoey Investments, Inc. 0.01% No change 50 $53K
Asset Dedication, LLC 0.00% Add +13.9% 49 $52K
SYSTM Wealth Solutions LLC 0.01% Reduce -95.5% 47 $50K
Arax Advisory Partners 0.00% Add +683.3% 47 $50K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 46 $49K
Avalon Trust Co 0.00% Reduce -17.9% 46 $49K
GHP Investment Advisors, Inc. 0.00% No change 45 $48K
Citizens National Bank Trust Department 0.01% No change 45 $48K
DSM Capital Partners LLC 0.00% No change 44 $47K
Ulland Investment Advisors, LLC 0.04% No change 43 $46K
Stephens Consulting, LLC 0.01% No change 43 $46K
Key Financial Inc 0.01% No change 42 $45K
Mfa Wealth Advisors, LLC 0.01% New 42 $45K
Bell Investment Advisors, Inc 0.01% Add +5.1% 41 $44K
Partnership Wealth Management, LLC 0.03% No change 40 $43K
Orion Capital Management LLC 0.02% No change 40 $43K
Country Trust Bank 0.00% New 40 $43K
Bruce G. Allen Investments, LLC 0.03% Reduce -35.6% 38 $40K
Hobbs Group Advisors, LLC 0.02% — 38 $40K
Ofi Invest Asset Management 0.00% Reduce -20.0% 40 $40K
WR Wealth Planners, LLC 0.01% Add +5.7% 37 $39K
West Paces Advisors Inc. 0.01% No change 37 $39K
Rakuten Securities, Inc. 0.02% Reduce -49.3% 36 $38K
RFP Financial Group LLC 0.01% Add +52.2% 35 $37K
Financial Perspectives, Inc 0.01% No change 34 $36K
Kelly Financial Services LLC 0.01% No change 34 $36K
Operose Advisors LLC 0.01% No change 34 $36K
Clearstead Trust, LLC 0.01% No change 33 $35K
True Wealth Design, LLC 0.01% Add +3.1% 33 $35K
Aspire Private Capital, LLC 0.01% No change 32 $35K
Gould Capital, LLC 0.02% No change 31 $33K
Cornerstone Planning Group LLC 0.01% Reduce -26.3% 42 $32K
CarsonAllaria Wealth Management, Ltd. 0.02% New 30 $32K
JNBA Financial Advisors 0.00% No change 30 $32K
Private Wealth Management Group, LLC 0.01% Reduce -66.3% 29 $31K
TFC Financial Management, Inc. 0.01% Add +3.6% 29 $31K
Sachetta, LLC 0.01% Add +41.7% 34 $29K
McIlrath & Eck, LLC 0.00% No change 27 $29K
Bollard Group LLC 0.00% No change 26 $27K
Prestige Wealth Management Group LLC 0.01% No change 25 $27K
MCF Advisors LLC 0.00% No change 25 $27K
Laurel Wealth Advisors LLC 0.00% No change 25 $27K
Planning Capital Management Corp 0.02% No change 24 $26K
Aspect Partners, LLC 0.02% Add +9.1% 24 $26K
Larson Financial Group LLC 0.00% Reduce -35.1% 24 $25K
Birchbrook, Inc. 0.01% No change 21 $22K
Legacies Wealth LLC 0.02% New 20 $21K
POM Investment Strategies, LLC 0.02% New 20 $21K
Towne Trust Company, N.A 0.01% No change 20 $21K
Missouri Trust & Investment Co 0.01% No change 20 $21K
DiNuzzo Private Wealth, Inc. 0.00% Add +66.7% 20 $21K
Sugarloaf Wealth Management, LLC 0.00% No change 19 $21K
Northwest Capital Management Inc 0.01% No change 18 $19K
Stuart Chaussee & Associates, Inc. 0.01% No change 18 $19K
Jamison Private Wealth Management, Inc. 0.00% Add +240.0% 17 $18K
Redmont Wealth Advisors LLC 0.03% No change 17 $18K
Global Wealth Strategies & Associates 0.01% No change 17 $18K
Summit Securities Group LLC 0.01% New 17 $18K
Wetzel Investment Advisors, Inc. 0.01% No change 18 $17K
Pacific Capital Wealth Advisors, Inc. 0.00% New 16 $17K
Private Ocean, LLC 0.00% New 16 $17K
Motco 0.00% No change 16 $17K
Carmichael Hill & Associates, Inc. 0.01% Reduce -93.0% 15 $16K
Fortis Group Advisors, LLC 0.00% No change 15 $16K
City Holding Co. 0.00% No change 15 $16K
Front Row Advisors LLC 0.01% Reduce -6.7% 14 $15K
WealthCollab, LLC 0.01% No change 14 $15K
Dunhill Financial, LLC 0.01% Add +18.2% 13 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 13 $14K
Fairway Wealth LLC 0.01% New 13 $14K
Tortoise Investment Management, LLC 0.00% Add +333.3% 13 $14K
Ruedi Wealth Management, Inc. 0.01% New 12 $13K
Westend Capital Management, LLC 0.00% No change 12 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 11 $12K
Redwood Wealth Management Group, LLC 0.01% New 11 $12K
Delos Wealth Advisors, LLC 0.01% No change 11 $12K
Pinnacle Bancorp, Inc. 0.00% No change 11 $12K
CGC Financial Services, LLC 0.00% No change 10 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -41.2% 10 $11K
Legacy Bridge, LLC 0.01% Reduce -75.0% 10 $11K
Castleview Partners, LLC 0.01% New 10 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 10 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 10 $11K
Creekmur Asset Management LLC 0.00% Reduce -50.0% 10 $11K
Peoples Bank 0.01% No change 10 $11K
First Financial Corp. 0.01% Reduce -65.5% 10 $11K
American Capital Advisory, LLC 0.01% No change 13 $10K
Avion Wealth 0.00% Add +25.0% 10 $10K
Macroview Investment Management LLC 0.01% Add +350.0% 9 $10K
Richardson Capital Management LLC 0.01% New 9 $10K
Red Tortoise LLC 0.01% No change 9 $10K
Plante Moran Financial Advisors, LLC 0.00% Reduce -25.0% 9 $10K
Itau Unibanco Holding S.A. 0.00% New 9 $10K
Park Place Capital Corp 0.00% Reduce -20.0% 8 $9K
Financial Connections Group, Inc. 0.00% New 8 $8K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 8 $8K
PayPay Securities Corp 0.62% No change 7 $7K
Legend Financial Advisors, Inc. 0.01% Reduce -12.5% 7 $7K
Solstein Capital, LLC 0.00% No change 7 $7K
Capital Analysts, LLC 0.00% Add +100.0% 6 $7K
Pacific Center for Financial Services 0.00% No change 6 $6K
Activest Wealth Management 0.00% Reduce -64.7% 6 $6K
Abich Financial Wealth Management LLC 0.00% Reduce -28.6% 5 $5K
ESL Trust Services, LLC 0.00% New 5 $5K
Bangor Savings Bank 0.00% New 5 $5K
North Star Investment Management Corp. 0.00% No change 5 $5K
Hoese & Co LLP 0.00% New 5 $5K
Trifecta Capital Advisors, LLC 0.00% No change 4 $4K
Institutional & Family Asset Management, LLC 0.00% No change 4 $4K
Altshuler Shaham Ltd 0.00% No change 4 $4K
PEAK6 Investments LLC 0.00% Add +50.0% 3 $3K
VitalStone Financial, LLC 0.00% No change 2 $2K
Riggs Asset Managment Co. Inc. 0.00% Reduce -50.0% 2 $2K
Walleye Trading LLC 0.00% Reduce -99.9% 2 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $2K
Horrell Capital Management, Inc. 0.00% No change 2 $2K
Strategic Financial Concepts, LLC 0.00% New 35,050 $1K
Clear Investment Research, LLC 0.00% No change 1 $1K
Fairscale Capital, LLC 0.00% — 1 $1K
Financial Network Wealth Advisors LLC 0.00% New 1 $1K
Lynx Investment Advisory 0.00% — 1 $1K
Horizon Financial Services, LLC 0.00% No change 1 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $1K
Harbor Investment Advisory, LLC 0.00% Reduce -90.0% 1 $1K
WestEnd Advisors, LLC 0.00% No change 1 $1K
McClarren Financial Advisors, Inc. 0.00% Add +2028.0% 1,064 $51

"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.