Altria GroupMO

13F holders, Q1 2024 (March 31)
1,901holders
11famous investors
$43.69avg. 13F price*

At the end of Q1 2024, 1,901 institutions reported holding Altria Group Inc. (MO) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock Inc. ($5.5B) and Capital World Investors ($3.1B). 11 famous investors held it, including Bill Nygren (0.8% of Harris Associates (Oakmark Funds)'s portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Ray Dalio (0.3% of Bridgewater Associates's portfolio).

Company
Altria Group Inc.
Sector
Health Care
CUSIP
02209S103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions140$114.9M
Exits119$185.3M

Ownership 1,901 holders

Vanguard Group Inc. 0.14% Add +0.1% 159,923,518 $7.0B
BlackRock Inc. 0.13% Add +0.2% 126,662,306 $5.5B
Capital World Investors 0.51% Add +0.1% 70,847,064 $3.1B
State Street Corp. 0.14% Reduce -1.4% 67,812,465 $3.0B
Charles Schwab Investment Management Inc. 0.57% Add +28.8% 56,671,217 $2.5B
Morgan Stanley 0.16% Add +156.6% 46,840,665 $2.0B
Geode Capital Management, LLC 0.16% Add +3.3% 39,594,529 $1.7B
FMR LLC 0.06% Reduce -7.5% 19,549,677 $852.8M
Northern Trust Corp. 0.12% Reduce -5.0% 15,748,570 $687.0M
Bank of New York Mellon Corp 0.12% Reduce -0.2% 14,659,443 $639.4M
Bank of America Corp. 0.06% Add +5.9% 13,087,057 $570.9M
Arrowstreet Capital, Limited Partnership 0.51% Add +16.1% 12,583,101 $548.9M
Capital Research Global Investors 0.12% Reduce -9.3% 12,044,932 $525.4M
Invesco Ltd. 0.11% Add +0.5% 11,682,469 $509.6M
Pacer Advisors, Inc. 1.18% Add +22.6% 11,351,646 $495.2M
Harris Associates (Oakmark Funds) 0.77% Add +7.9% 10,937,341 $477.1M
Ameriprise Financial Inc. 0.12% Add +0.8% 10,070,074 $433.7M
Legal & General Group Plc 0.12% Reduce -0.4% 9,440,742 $411.8M
Van Eck Associates Corp. 0.58% Add +120.6% 8,762,047 $382.2M
JPMorgan Chase & Co. 0.03% Add +6.3% 7,888,628 $344.1M
Royal Bank of Canada 0.08% Reduce -12.0% 7,622,821 $332.5M
Goldman Sachs Group Inc. 0.07% Reduce -19.8% 7,164,354 $312.5M
Barclays PLC 0.13% Add +4.8% 6,334,495 $276.3M
UBS Group AG 0.09% Add +45.8% 6,287,395 $274.3M
Fayez Sarofim & Co 0.80% Reduce -3.8% 6,148,565 $268.2M
First Trust Advisors LP 0.26% Reduce -1.1% 5,851,725 $255.3M
Swiss National Bank 0.16% Reduce -4.5% 5,296,700 $231.0M
AQR Capital Management 0.39% Reduce -2.9% 5,190,738 $226.4M
London Co. of Virginia 1.17% Reduce -0.4% 5,075,109 $221.4M
Victory Capital Management Inc. 0.21% Add +3.1% 4,817,388 $210.1M
LSV Asset Management 0.42% Reduce -0.2% 4,672,543 $203.8M
FIL Ltd 0.20% Add +2.8% 4,631,000 $202.0M
Dimensional Fund Advisors LP 0.05% Reduce -5.4% 4,615,858 $201.3M
Capital International Investors 0.04% Add +0.1% 4,603,411 $200.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -0.2% 4,510,223 $196.7M
Balyasny Asset Management L.P. 0.51% Add +424.8% 4,440,987 $193.7M
Deutsche Bank AG 0.09% Add +8.5% 4,424,841 $193.0M
Truist Financial Corp. 0.28% Add +4.3% 4,268,476 $186.2M
Wells Fargo & Company 0.05% Add +1.1% 4,176,304 $182.2M
HSBC Holdings PLC 0.12% Reduce -7.1% 3,907,444 $170.4M
Nuveen Asset Management, LLC 0.05% Reduce -12.2% 3,865,135 $168.7M
Two Sigma Investments, LP 0.42% Add +22733.6% 3,813,216 $166.3M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +1.5% 3,754,522 $163.8M
Bank of Montreal 0.05% Add +5.9% 3,009,421 $156.5M
Envestnet Asset Management Inc. 0.05% Add +7.2% 3,336,077 $145.5M
National Pension Service 0.17% Add +2.6% 3,309,477 $144.4M
Rhumbline Advisers 0.13% Add +0.3% 3,156,311 $137.7M
T. Rowe Price Associates Inc. 0.02% Reduce -9.7% 3,119,837 $136.1M
Allianz Asset Management GmbH 0.22% Reduce -2.0% 3,003,688 $131.0M
Cullen Capital Management, LLC 1.43% Add +29.7% 2,936,768 $128.1M
Swiss Life Asset Management Ltd 1.70% Add +372.2% 2,802,961 $122.3M
New York State Common Retirement Fund 0.16% Reduce -1.4% 2,704,500 $118.0M
LPL Financial LLC 0.06% Add +9.0% 2,452,819 $107.0M
Alliancebernstein L.P. 0.04% Reduce -5.1% 2,362,321 $103.0M
Prudential Financial Inc. 0.14% Add +5.2% 2,263,985 $98.8M
Two Sigma Advisers, LP 0.23% Add +3917.9% 2,238,000 $97.6M
State Board of Administration of Florida Retirement System 0.22% Add +4.0% 2,111,625 $94.2M
Assetmark, Inc. 0.30% Add +1.6% 2,091,352 $91.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +18.7% 2,083,074 $90.9M
Railway Pension Investments Ltd 0.87% No change 2,054,500 $89.6M
Principal Financial Group Inc. 0.05% Add +3.2% 2,013,769 $87.8M
PNC Financial Services Group, Inc. 0.06% Reduce -3.6% 1,950,856 $85.1M
New York State Teachers Retirement System 0.18% Reduce -2.9% 1,935,340 $84.4M
O'shaughnessy Asset Management, LLC 0.93% Add +13.1% 1,932,005 $84.3M
Artisan Partners Limited Partnership 0.12% Reduce -0.3% 1,926,292 $84.0M
Mackenzie Financial Corp. 0.12% Reduce -49.1% 1,918,600 $83.7M
Bank Julius Baer & Co. Ltd, Zurich 0.31% Reduce -0.6% 1,862,497 $81.3M
United Services Automobile Association 1.93% Reduce -0.2% 1,799,818 $78.5M
Adage Capital Partners Gp, L.L.C. 0.14% Add +0.7% 1,729,732 $75.5M
Massachusetts Financial Services Co. 0.02% Add +20.3% 1,718,514 $75.0M
Credit Suisse AG/ 0.07% Reduce -7.9% 1,680,918 $72.3M
BNP Paribas Financial Markets 0.09% Add +27.9% 1,654,961 $72.2M
Citigroup Inc. 0.08% Reduce -10.4% 1,645,510 $71.8M
Jane Street Group, LLC 0.09% Add +418.8% 1,622,138 $70.8M
Raymond James & Associates 0.05% Add +1.4% 1,575,191 $68.7M
Qube Research & Technologies Ltd 0.12% Reduce -68.5% 1,557,084 $67.9M
Acadian Asset Management LLC 0.23% Reduce -4.9% 1,504,144 $65.6M
Stifel Financial Corp. 0.07% Add +7.8% 1,421,855 $62.0M
Commonwealth Equity Services, LLC 0.10% Reduce -3.9% 1,415,975 $61.8M
Franklin Resources Inc. 0.02% Add +32.6% 1,406,381 $61.3M
Voya Investment Management LLC 0.07% Reduce -4.0% 1,358,373 $59.3M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +43.1% 1,344,714 $59.0M
Osaic Holdings, Inc. 0.13% Reduce -14.7% 1,333,490 $58.2M
HighTower Advisors, LLC 0.09% Reduce -3.4% 1,282,117 $55.9M
Bridgewater Associates 0.26% Reduce -38.6% 1,157,891 $50.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -25.3% 1,138,867 $49.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -8.1% 1,132,104 $49.4M
Lido Advisors, LLC 0.43% Reduce -4.3% 1,060,070 $47.3M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -10.7% 1,080,290 $47.1M
State of Wisconsin Investment Board 0.12% Add +0.5% 1,072,962 $46.8M
Teacher Retirement System of Texas 0.30% Add +46.3% 1,067,371 $46.6M
Sei Investments Co. 0.07% Add +36.7% 1,054,101 $46.0M
Nordea Investment Management AB 0.05% Add +1.6% 1,027,886 $45.0M
State of New Jersey Common Pension Fund D 0.13% No change 1,005,094 $43.8M
Retirement Systems of Alabama 0.17% Reduce -32.6% 994,442 $43.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -5.5% 993,363 $43.3M
Primecap Management Co. 0.03% Reduce -4.3% 986,800 $43.0M
TD Asset Management Inc 0.04% Add +6.3% 986,232 $43.0M
Cetera Investment Advisers 0.10% Add +415.4% 984,285 $42.9M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -1.1% 983,031 $42.9M
Public Employees Retirement System of Ohio 0.16% Reduce -3.5% 920,266 $40.1M
RNC Capital Management LLC 2.28% Reduce -5.9% 918,126 $40.0M
Brandywine Global Investment Management, LLC 0.28% Reduce -0.7% 897,408 $39.1M
Millennium Management 0.03% Reduce -60.7% 882,689 $38.5M
Toronto Dominion Bank 0.06% Reduce -38.8% 859,211 $37.5M
Zacks Investment Management 0.40% Add +6.2% 853,008 $37.2M
Janney Montgomery Scott LLC 0.11% Add +3.3% 851,890 $37.2M
Assenagon Asset Management S.A. 0.10% Add +1712.8% 820,969 $35.8M
Asset Management One Co., Ltd. 0.14% Reduce -5.8% 820,289 $35.8M
Macquarie Group Ltd. 0.04% Reduce -2.7% 814,626 $35.5M
Pinebridge Investments, L.P. 0.28% Add +1.2% 814,555 $35.5M
Natixis Advisors, LLC 0.08% Add +4.9% 798,635 $34.8M
Treasurer of the State of North Carolina 0.15% Add +0.7% 798,501 $34.8M
Vident Advisory, LLC 0.70% Add +27.2% 775,036 $33.8M
Pictet Asset Management Holding SA 0.04% Reduce -0.3% 774,650 $33.8M
Martingale Asset Management L P 0.67% Add +4.6% 770,561 $33.6M
Connectus Wealth, LLC 0.87% Add +1.9% 730,936 $32.0M
Rathbones Group PLC 0.18% Add +0.1% 724,040 $31.6M
Todd Asset Management LLC 0.63% Reduce -5.8% 701,214 $30.6M
Nomura Asset Management Co. Ltd. 0.11% Add +8.2% 698,611 $30.5M
Susquehanna International Group, LLP 0.04% Reduce -34.3% 677,797 $29.6M
Bank of Nova Scotia 0.06% Reduce -52.8% 669,529 $29.2M
US Bancorp \de 0.04% Reduce -3.3% 655,079 $28.6M
Ilex Capital Partners (UK) LLP 2.71% New 633,046 $27.6M
State of Tennessee, Department of Treasury 0.10% Add +79.7% 619,747 $27.0M
Capital Investment Advisors, LLC 0.62% Reduce -3.8% 613,183 $26.7M
FUKOKU MUTUAL LIFE INSURANCE Co 2.11% Reduce -0.8% 613,130 $26.7M
D. E. Shaw & Co. 0.04% Reduce -37.1% 610,751 $26.6M
Alps Advisors Inc. 0.19% Add +1.4% 608,722 $26.6M
Amundi 0.01% Add +13.6% 631,675 $26.1M
Empire Life Investments Inc. 1.60% Reduce -3.1% 596,711 $26.0M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -3.5% 590,104 $25.7M
Teachers Retirement System of the State of Kentucky 0.23% Reduce -9.0% 589,383 $25.7M
Resona Asset Management Co.,Ltd. 0.15% — 576,659 $25.2M
Commerce Bank 0.16% Reduce -2.3% 570,690 $24.9M
Thrivent Financial for Lutherans 0.05% Add +13.4% 568,613 $24.8M
Lazard Asset Management LLC 0.03% Add +3.3% 566,676 $24.7M
M&T Bank Corp 0.09% Add +3.3% 563,388 $24.6M
Comerica Bank 0.10% Reduce -1.6% 555,934 $24.2M
National Bank of Canada 0.04% Reduce -57.6% 526,872 $23.7M
State of Michigan Retirement System 0.13% Reduce -0.2% 540,410 $23.6M
Captrust Financial Advisors 0.08% Reduce -13.9% 519,996 $22.7M
STRS Ohio 0.09% Reduce -10.0% 512,330 $22.3M
Nisa Investment Advisors, LLC 0.14% Add +2.4% 498,563 $22.2M
Mariner, LLC 0.05% Reduce -6.8% 508,972 $22.2M
Arizona State Retirement System 0.15% Add +1.7% 507,543 $22.1M
Foundry Partners, LLC 1.18% Add +3.4% 506,587 $22.1M
Creative Planning 0.02% Add +10.5% 502,896 $21.9M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.9% 492,598 $21.5M
Royal London Asset Management Ltd. 0.05% Reduce -3.9% 491,996 $21.5M
Cooper Creek Partners Management LLC 0.88% New 489,166 $21.3M
Corient Private Wealth LP 0.04% Reduce -0.1% 486,338 $21.2M
Russell Investments Group, Ltd. 0.03% Add +8.0% 483,424 $21.1M
Two Sigma Securities, LLC 1.02% Add +608.6% 481,833 $21.0M
Cibc World Markets Corp. 0.14% Reduce -19.3% 480,743 $21.0M
Intech Investment Management LLC 0.29% Add +44.2% 478,002 $20.9M
Schroder Investment Management Group 0.02% Reduce -9.3% 462,894 $20.2M
MML Investors Services, LLC 0.08% Add +1.4% 453,798 $19.8M
Calamos Advisors LLC 0.14% Reduce -2.1% 448,006 $19.5M
American International Group, Inc. 0.07% Reduce -0.6% 446,652 $19.5M
Hikari Power Ltd 1.64% No change 438,340 $19.1M
Aberdeen Group plc 0.04% Add +0.7% 431,180 $18.8M
Quantitative Investment Management, LLC 1.11% Add +246.4% 431,101 $18.8M
Cibc World Market Inc. 0.05% Add +73.6% 415,893 $18.1M
Neuberger Berman Group LLC 0.01% Add +56.2% 415,113 $18.1M
Panagora Asset Management Inc. 0.09% Add +442.1% 414,810 $18.1M
Robeco Institutional Asset Management B.V. 0.04% Reduce -1.5% 414,004 $18.1M
MetLife Investment Management, LLC 0.12% Reduce -3.8% 413,360 $18.0M
Exchange Traded Concepts, LLC 0.46% Reduce -23.0% 408,742 $17.8M
Oppenheimer Asset Management Inc. 0.26% Reduce -9.1% 403,500 $17.6M
DekaBank Deutsche Girozentrale 0.03% Add +7.8% 395,085 $17.3M
Mercer Global Advisors Inc. 0.05% Add +10.2% 390,901 $17.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +3.0% 388,347 $16.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -0.1% 387,131 $16.9M
Cerity Partners LLC 0.04% Add +20.3% 375,649 $16.5M
Rockefeller Capital Management L.P. 0.05% Add +12.2% 372,731 $16.3M
TCTC Holdings, LLC 0.53% Reduce -0.1% 365,792 $16.0M
Amalgamated Bank 0.14% Reduce -15.3% 365,006 $15.9M
Texas Permanent School Fund Corp. 0.13% Reduce -0.2% 364,442 $15.9M
Kestra Advisory Services, LLC 0.11% Add +1.1% 363,054 $15.8M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -26.8% 359,062 $15.7M
Baird Financial Group, Inc. 0.03% Reduce -30.3% 356,325 $15.5M
QRG Capital Management, Inc. 0.20% Add +26.0% 355,367 $15.5M
GW Henssler & Associates Ltd. 0.85% Add +26.5% 332,977 $14.5M
D.A. Davidson & Co. 0.13% Add +9.1% 332,104 $14.5M
State of Alaska, Department of Revenue 0.16% Reduce -2.6% 328,988 $14.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -17.8% 323,418 $14.1M
Callodine Capital Management, LP 3.39% Add +8.5% 320,000 $14.0M
Advisors Asset Management, Inc. 0.27% Add +0.2% 318,969 $13.9M
AE Wealth Management LLC 0.16% Reduce -57.0% 317,402 $13.8M
Gardner Russo & Quinn 0.14% Add +1.0% 314,052 $13.7M
Hikari Tsushin, Inc. 1.09% No change 313,924 $13.7M
Czech National Bank 0.17% Add +0.2% 310,318 $13.5M
Utah Retirement Systems 0.16% Reduce -0.1% 309,607 $13.5M
IFM Investors Pty Ltd 0.14% No change 304,525 $13.3M
Empowered Funds, LLC 0.24% Add +80.6% 300,693 $13.1M
Canal Capital Management, LLC 2.18% Reduce -9.1% 298,249 $13.0M
CIBC Asset Management Inc 0.04% Add +1.9% 294,880 $12.9M
U.S. Capital Wealth Advisors, LLC 0.49% Add +1.8% 287,883 $12.6M
Illinois Municipal Retirement Fund 0.19% Add +3.8% 287,177 $12.5M
Vestcor Inc 0.42% Add +103.3% 283,307 $12.4M
DAVENPORT & Co LLC 0.08% Reduce -11.1% 281,668 $12.3M
Advisors Capital Management, LLC 0.22% Add +0.2% 278,586 $12.2M
Curi Capital, LLC 0.28% Add +6.3% 276,902 $12.1M
NorthRock Partners, LLC 0.46% Reduce -3.0% 267,411 $11.9M
Sapient Capital LLC 0.26% Reduce -2.0% 264,248 $11.8M
Adams Asset Advisors, LLC 1.56% Add +1.4% 269,174 $11.7M
Verity & Verity, LLC 1.30% Add +1.0% 267,105 $11.7M
ING Groep NV 0.08% Reduce -65.4% 264,747 $11.5M
Mediolanum International Funds Ltd 0.19% — 261,985 $11.4M
Centre Asset Management, LLC 2.66% Add +2.0% 255,872 $11.2M
CIBC Private Wealth Group LLC 0.02% Add +5.6% 256,703 $11.1M
Brown Brothers Harriman & Co. 0.08% Reduce -0.2% 250,463 $10.9M
Lighthouse Investment Partners, LLC 0.64% New 250,000 $10.9M
Public Employees Retirement Association of Colorado 0.05% Reduce -5.3% 249,806 $10.9M
Guggenheim Capital LLC 0.08% Add +4.3% 245,016 $10.7M
Regal Investment Advisors LLC 0.72% Add +1.7% 241,854 $10.5M
SG Americas Securities, LLC 0.05% Add +174.5% 241,832 $10.5M
New York Life Investment Management LLC 0.10% Reduce -1.4% 234,792 $10.2M
Cwm, LLC 0.05% Add +6.2% 234,207 $10.2M
Mutual of America Capital Management LLC 0.11% Reduce -1.3% 230,959 $10.1M
Korea Investment CORP 0.03% No change 228,555 $10.0M
South Dakota Investment Council 0.21% No change 228,008 $9.9M
Cullen/Frost Bankers, Inc. 0.15% Reduce -1.4% 227,417 $9.9M
Cresset Asset Management, LLC 0.05% Add +15.7% 221,256 $9.8M
Snowden Capital Advisors LLC 0.31% Add +30.6% 220,590 $9.8M
Kingsview Wealth Management, LLC 0.24% Add +6.0% 222,335 $9.7M
ProShare Advisors LLC 0.03% Reduce -2.7% 221,181 $9.6M
Benedict Financial Advisors Inc. 2.44% Add +1.0% 220,875 $9.6M
Capital International, Inc. 0.13% Add +22.3% 220,812 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +5.4% 219,946 $9.6M
Wellington Management Group LLP 0.00% Add +8.9% 219,894 $9.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.9% 217,473 $9.5M
Morningstar Investment Services LLC 0.10% Reduce -52.6% 215,210 $9.4M
Systematic Alpha Investments, LLC 0.37% No change 212,638 $9.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +3.7% 211,830 $9.2M
Gotham Asset Management 0.14% Add +0.8% 210,588 $9.2M
Greylin Investment Management, Inc 1.55% Add +20.6% 209,877 $9.2M
GAM Holding AG 0.66% Add +0.1% 208,576 $9.1M
Xponance LLC 0.10% Add +6.9% 208,348 $9.1M
Nissay Asset Management Corp. /Japan 0.06% Reduce -1.8% 208,042 $9.1M
Oppenheimer & Co. Inc. 0.15% Add +8.4% 207,117 $9.0M
Tidal Investments LLC 0.15% Add +57.1% 201,795 $8.8M
NewEdge Advisors, LLC 0.08% Reduce -4.2% 199,626 $8.7M
Glenmede Trust Co. NA 0.04% Reduce -7.0% 199,547 $8.7M
Wbi Investments, LLC 1.80% Add +11.5% 197,918 $8.6M
Dean Investment Associates, LLC 1.18% Add +32.1% 197,359 $8.6M
Artemis Investment Management LLP 0.11% Add +106.8% 196,851 $8.6M
Jacobs Levy Equity Management, Inc. 0.04% Add +10.5% 195,097 $8.5M
Hennessy Advisors Inc. 0.35% Add +74.3% 191,700 $8.4M
AlTi Global, Inc. 0.23% Add +8.6% 190,866 $8.3M
Brown Advisory Inc. 0.01% Reduce -4.9% 189,817 $8.3M
Allen Mooney & Barnes Investment Advisors LLC 1.58% Reduce -0.5% 198,678 $8.2M
Visionary Wealth Advisors 0.55% Add +14.2% 188,085 $8.2M
Thornburg Investment Management Inc. 0.11% No change 187,900 $8.2M
1834 Investment Advisors Co. 0.96% Reduce -5.1% 185,437 $8.1M
Schonfeld Strategic Advisors LLC 0.06% Add +79.5% 185,052 $8.1M
Beacon Pointe Advisors, LLC 0.09% Reduce -30.0% 184,617 $8.1M
Capital Management Corp. 1.53% Reduce -26.0% 184,311 $8.0M
Pinnacle Financial Partners Inc 0.17% Add +7.9% 183,978 $8.0M
Kestra Private Wealth Services, LLC 0.18% Add +7.3% 183,962 $8.0M
Pathstone Holdings, LLC 0.04% Reduce -11.6% 182,319 $8.0M
Daiwa Securities Group Inc. 0.05% Add +14.0% 182,409 $8.0M
Viking Fund Management LLC 1.42% Add +2.1% 180,250 $7.9M
ICICI Prudential Asset Management Co Ltd 0.89% Add +18.9% 180,133 $7.9M
Miller Howard Investments Inc. 0.26% No change 180,000 $7.9M
Atria Wealth Solutions, Inc. 0.09% Add +10.4% 178,465 $7.8M
Crossmark Global Holdings, Inc. 0.15% Add +26.3% 179,079 $7.8M
Busey Bank 0.27% Add +0.8% 176,656 $7.7M
Bard Financial Services, Inc. 0.81% Add +7.0% 174,717 $7.6M
Yousif Capital Management, LLC 0.08% Reduce -2.9% 171,219 $7.5M
Intact Investment Management Inc. 0.29% No change 170,600 $7.4M
Private Advisor Group, LLC 0.05% Add +1.2% 169,551 $7.4M
Old National Bancorp 0.17% Add +6.3% 166,089 $7.2M
Cedar Wealth Management, LLC 2.38% Reduce -18.4% 165,709 $7.2M
TD Waterhouse Canada Inc. 0.05% Add +0.8% 150,746 $7.2M
Newport Trust Company, LLC 0.02% Reduce -2.2% 164,341 $7.2M
Blair William & Co. 0.02% Reduce -5.5% 162,641 $7.1M
Calydon Capital 1.32% Add +54.3% 159,307 $7.0M
Advisory Services Network, LLC 0.15% Reduce -17.0% 159,934 $7.0M
Huntington National Bank 0.07% Reduce -8.6% 157,483 $6.9M
Wealthfront Advisers LLC 0.02% Reduce -12.8% 154,898 $6.8M
Insight Folios Inc 2.72% Add +1.5% 153,971 $6.7M
Auxier Asset Management LLC 1.02% Reduce -1.4% 153,013 $6.7M
Oregon Public Employees Retirement Fund 0.13% Reduce -49.6% 150,727 $6.6M
Synovus Financial Corp. 0.09% Reduce -18.7% 150,218 $6.6M
Janus Henderson Group PLC 0.00% Reduce -6.0% 148,700 $6.5M
Great Valley Advisor Group, Inc. 0.20% Add +1.9% 148,175 $6.5M
Orion Porfolio Solutions, LLC 0.07% Reduce -8.7% 148,025 $6.5M
Orion Portfolio Solutions, LLC 0.07% Reduce -8.7% 148,025 $6.5M
Windle Wealth, LLC 4.10% Add +6.8% 147,429 $6.4M
Seneca House Advisors 2.70% Reduce -3.1% 142,379 $6.2M
Stephens Inc. 0.10% Add +11.5% 141,608 $6.2M
ARS Wealth Advisors Group, LLC 0.83% Reduce -15.1% 140,201 $6.1M
Walleye Trading LLC 0.10% Reduce -26.2% 138,374 $6.0M
Avantax Planning Partners, Inc. 0.20% Add +101.2% 138,264 $6.0M
Keybank National Association 0.02% Reduce -12.0% 136,643 $6.0M
GTS Securities LLC 0.16% Reduce -0.5% 135,202 $5.9M
Inlet Private Wealth, LLC 1.64% Reduce -4.6% 134,199 $5.9M
Kentucky Retirement Systems 0.17% Reduce -5.4% 133,922 $5.8M
Rafferty Asset Management, LLC 0.02% Reduce -2.5% 133,878 $5.8M
Sowell Financial Services LLC 0.27% Add +10.1% 129,798 $5.8M
CENTRAL TRUST Co 0.14% Reduce -3.0% 132,524 $5.8M
Maryland State Retirement & Pension System 0.11% No change 139,055 $5.7M
MAI Capital Management 0.06% Add +40.0% 130,407 $5.7M
Independent Advisor Alliance 0.21% Add +0.1% 130,380 $5.7M
Ritholtz Wealth Management 0.20% Add +3.4% 130,362 $5.7M
Commonwealth Retirement Investments LLC 2.68% Add +62.1% 128,603 $5.6M
Aptus Capital Advisors, LLC 0.12% Add +11.6% 128,454 $5.6M
Summit Securities Group LLC 2.55% Add +64.2% 127,400 $5.6M
KBC Group NV 0.02% Add +4.9% 126,008 $5.5M
Schwerin Boyle Capital Management Inc. 0.55% No change 125,640 $5.5M
First Manhattan Co. Llc. 0.02% Reduce -12.3% 125,222 $5.5M
Kennon-Green & Company, LLC 5.07% Add +1.7% 124,514 $5.4M
Symphony Financial, Ltd. Co. 1.25% Add +2.4% 123,063 $5.4M
Equitable Holdings, Inc. 0.06% Reduce -5.8% 120,906 $5.3M
Mutual Advisors, LLC 0.17% Add +2.5% 119,939 $5.2M
Kwmg, LLC 0.56% Add +4.6% 117,920 $5.1M
Valley National Advisers Inc. 0.77% Reduce -6.4% 116,693 $5.1M
Gateway Investment Advisers LLC 0.06% Reduce -85.2% 116,498 $5.1M
SpiderRock Advisors, LLC 0.16% — 113,690 $5.1M
Bcwm, LLC 1.74% Add +4.6% 115,984 $5.1M
Tectonic Advisors LLC 0.38% Add +15.2% 115,518 $5.0M
Hartford Investment Management Co. 0.18% Reduce -4.3% 114,075 $5.0M
First National Trust Co 0.20% Add +2.7% 113,148 $4.9M
Walled Lake Planning & Wealth Management, LLC 2.02% Add +58.4% 112,897 $4.9M
SYSTM Wealth Solutions LLC 0.62% Add +8.9% 110,534 $4.9M
Sage Capital Advisors,llc 1.41% Reduce -1.8% 111,596 $4.9M
GLOBALT Investments LLC / GA 0.19% Add +2.1% 110,428 $4.8M
Keystone Financial Planning, Inc. 1.56% Reduce -4.3% 110,376 $4.8M
Salomon & Ludwin, LLC 0.41% Reduce -3.9% 110,263 $4.8M
BBR Partners, LLC 0.38% Add +154.5% 110,084 $4.8M
Butensky & Cohen Financial Security, Inc. 1.47% Add +3.4% 108,233 $4.7M
Credit Agricole S A 0.08% Add +101.4% 113,375 $4.7M
Man Group plc 0.01% Add +57.8% 107,278 $4.7M
Hyman Charles D 0.26% Reduce -3.5% 106,846 $4.7M
Whittier Trust Co. 0.07% Reduce -3.4% 105,780 $4.6M
Avantax Advisory Services, Inc. 0.04% Reduce -8.4% 104,994 $4.6M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -5.8% 104,492 $4.6M
LVM Capital Management Ltd. 0.54% Reduce -19.3% 104,180 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -7.3% 103,866 $4.5M
Regions Financial Corp. 0.03% Reduce -4.5% 103,768 $4.5M
Sather Financial Group Inc 0.32% Reduce -33.3% 103,732 $4.5M
Brookstone Capital Management 0.08% Add +9.3% 103,268 $4.5M
Ar Asset Management Inc. 1.11% No change 103,076 $4.5M
Shilanski & Associates, Inc. 1.55% Add +3.9% 102,870 $4.5M
Louisiana State Employees Retirement System 0.09% Reduce -3.9% 102,700 $4.5M
Crestline Management, L.P. 0.42% New 102,321 $4.5M
Atria Investments, Inc 0.06% Add +10.0% 102,257 $4.5M
Hutner Capital Management Inc. 2.41% Add +0.0% 102,056 $4.5M
Johnson Financial Group, Inc. 0.24% Add +40.1% 99,690 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +170.4% 101,087 $4.4M
Clifford Swan Investment Counsel LLC 0.16% Reduce -2.5% 100,949 $4.4M
Coston, McIsaac & Partners 1.40% Add +2.3% 99,631 $4.3M
Beacon Financial Group 0.50% Reduce -2.5% 99,518 $4.3M
Altrius Capital Management Inc 1.09% Add +14.9% 99,489 $4.3M
Rbo & Co. LLC 0.72% Reduce -0.2% 99,473 $4.3M
Scotia Capital Inc. 0.03% Add +4.0% 97,080 $4.2M
Venture Visionary Partners LLC 0.20% Add +1.7% 96,552 $4.2M
Meyer Handelman Co. 0.15% Add +32.8% 96,482 $4.2M
Foundations Investment Advisors, LLC 0.11% Add +1.7% 96,364 $4.2M
Tyche Wealth Partners LLC 1.02% Reduce -2.1% 95,958 $4.2M
Grassi Investment Management 0.38% Reduce -0.2% 95,186 $4.2M
Capstone Investment Advisors, LLC 0.14% Reduce -16.3% 95,169 $4.2M
CWA Asset Management Group, LLC 0.25% Reduce -10.0% 94,223 $4.1M
Savant Capital, LLC 0.05% Add +83.6% 93,405 $4.1M
Baugh & Associates, LLC 2.16% Reduce -1.0% 93,149 $4.1M
Edmp, Inc. 3.37% Reduce -0.2% 92,527 $4.0M
Aua Capital Management, LLC 2.32% Add +0.1% 92,489 $4.0M
Heritage Wealth Advisors 0.18% Add +0.1% 92,446 $4.0M
iA Global Asset Management Inc. 0.08% Add +0.1% 92,361 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Reduce -8.3% 91,597 $4.0M
CX Institutional 0.19% Add +10.3% 91,178 $4.0M
B. Riley Wealth Advisors, Inc. 0.11% Add +14.4% 91,794 $3.9M
Whittier Trust Co. of Nevada Inc. 0.11% Reduce -2.1% 89,984 $3.9M
B&D White Capital Company, LLC 0.87% Reduce -78.8% 89,915 $3.9M
Hantz Financial Services, Inc. 0.08% Reduce -5.8% 89,403 $3.9M
Highland Capital Management, LLC 0.22% Reduce -1.1% 89,253 $3.9M
New Mexico Educational Retirement Board 0.14% Reduce -4.1% 89,095 $3.9M
M&G PLC 0.03% — 87,857 $3.9M
Sigma Planning Corp 0.12% Add +63.9% 87,664 $3.8M
Financial Security Advisor, Inc. 1.32% Add +6.7% 86,789 $3.8M
Ascent Group, LLC 0.33% Reduce -0.4% 86,140 $3.8M
PARK CIRCLE Co 3.50% No change 86,050 $3.8M
Johnson Investment Counsel Inc. 0.04% Reduce -0.8% 85,905 $3.7M
Sheaff Brock Investment Advisors, LLC 0.30% Add +0.8% 85,640 $3.7M
Merit Financial Group, LLC 0.09% Add +18.5% 85,367 $3.7M
Group One Trading LLC 0.13% Add +75.9% 85,298 $3.7M
Freestone Capital Holdings, LLC 0.14% Add +11.3% 84,586 $3.7M
Octavia Wealth Advisors, LLC 0.54% Add +118.4% 82,692 $3.7M
Stock Yards Bank & Trust Co. 0.12% Add +0.7% 84,221 $3.7M
MainStreet Investment Advisors LLC 0.44% No change 84,129 $3.7M
Cornerstone Wealth Group, LLC 0.34% Add +4.1% 84,040 $3.7M
Global Retirement Partners, LLC 0.14% Add +5.0% 83,825 $3.7M
MassMutual Private Wealth & Trust, FSB 0.11% Reduce -1.3% 83,694 $3.7M
Nomura Holdings Inc. 0.03% Reduce -40.4% 83,430 $3.6M
Bokf, NA 0.07% Reduce -22.9% 83,997 $3.6M
Clark Estates Inc. 0.60% Add +21.6% 83,200 $3.6M
Integrated Wealth Concepts LLC 0.05% Add +10.2% 82,172 $3.6M
Savoir Faire Capital Management, L.P. 1.65% Reduce -43.7% 82,143 $3.6M
Formidable Asset Management, LLC 0.58% Reduce -1.6% 81,966 $3.6M
Good Life Advisors, LLC 0.32% Reduce -0.6% 81,916 $3.6M
Lincoln National Corp. 0.05% Reduce -3.3% 80,365 $3.5M
CFM Wealth Partners LLC 0.70% Reduce -2.4% 79,930 $3.5M
Apollon Wealth Management, LLC 0.11% Add +4.3% 79,154 $3.5M
Fifth Third Bancorp 0.01% Reduce -21.8% 77,766 $3.4M
DoubleLine ETF Adviser LP 0.86% New 76,999 $3.4M
Synergy Asset Management, LLC 0.57% Reduce -33.1% 76,670 $3.3M
Hollencrest Capital Management 0.15% Add +2.5% 76,392 $3.3M
Cercano Management LLC 0.09% Add +722.0% 76,086 $3.3M
Raymond James Trust N.A. 0.08% Reduce -10.1% 75,853 $3.3M
First Citizens Bank & Trust Co. 0.06% Add +1194.1% 75,784 $3.3M
Accurate Wealth Management, LLC 0.96% Add +62.1% 78,483 $3.3M
Dynamic Advisor Solutions LLC 0.11% Add +3.6% 75,576 $3.3M
Glenview Trust Co 0.07% Add +8.7% 75,483 $3.3M
CreativeOne Wealth, LLC 0.13% Add +131.3% 74,887 $3.3M
Fred Alger Management, LLC 0.02% Add +12.3% 74,477 $3.2M
Krilogy Financial LLC 0.25% New 74,445 $3.2M
Verdence Capital Advisors LLC 0.29% Add +9.5% 74,068 $3.2M
Heritage Investors Management Corp. 0.11% Add +0.2% 73,751 $3.2M
Cornerstone Advisors, LLC 0.13% Reduce -5.2% 73,300 $3.2M
Peapack Gladstone Financial Corp. 0.05% Reduce -16.1% 72,563 $3.2M
HighPoint Advisor Group LLC 0.22% Add +0.6% 69,973 $3.2M
Heritage Trust Co 0.42% Reduce -0.1% 72,128 $3.1M
Renaissance Technologies 0.00% Reduce -85.5% 71,800 $3.1M
Cypress Capital Group 0.37% Reduce -7.7% 71,628 $3.1M
Community Bank & Trust, Waco, Texas 0.76% Add +3.0% 71,414 $3.1M
Wintrust Investments LLC 0.27% Reduce -12.1% 71,358 $3.1M
Metropolitan Life Insurance Co 0.14% Reduce -1.2% 71,125 $3.1M
Banque Cantonale Vaudoise 0.12% Add +4.8% 70,978 $3.1M
Fernwood Investment Management, LLC 0.90% Add +3.2% 70,964 $3.1M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -91.2% 70,113 $3.1M
Citizens National Bank Trust Department 0.70% Reduce -2.5% 69,635 $3.0M
Baldwin Wealth Partners LLC 0.22% Reduce -9.2% 68,425 $3.0M
Aviva PLC 0.01% Reduce -0.4% 67,734 $3.0M
3Chopt Investment Partners, LLC 1.20% Add +15.4% 65,599 $2.9M
Torray Investment Partners LLC 0.44% Reduce -75.5% 66,943 $2.9M
Mayflower Financial Advisors, LLC 0.48% Reduce -72.8% 65,794 $2.9M
Cornercap Investment Counsel Inc. 0.44% Reduce -1.9% 65,638 $2.9M
Bessemer Group Inc. 0.01% Add +45.5% 65,405 $2.9M
Prevail Innovative Wealth Advisors, LLC 1.06% Reduce -2.6% 65,410 $2.9M
Tower Research Capital LLC (TRC) 0.07% Reduce -68.2% 64,704 $2.8M
Epoch Investment Partners, Inc. 0.01% Reduce -2.1% 64,275 $2.8M
Stokes Family Office, LLC 0.35% Reduce -6.9% 64,260 $2.8M
Capital Square, LLC 1.97% Add +3.8% 63,823 $2.8M
Atlantic Union Bankshares Corp 0.23% Add +5.7% 63,488 $2.8M
Level Four Advisory Services, LLC 0.15% Add +10.9% 68,497 $2.8M
Mechanics Bank Trust Department 0.40% Add +2.2% 63,136 $2.8M
Principal Securities, Inc. 0.09% Add +4.5% 62,862 $2.7M
Pine Valley Investments Ltd Liability Co 0.21% Add +21.5% 62,184 $2.7M
Texas Yale Capital Corp. 0.12% Reduce -0.6% 62,523 $2.7M
Financial Partners Group, LLC 1.05% Add +1.9% 62,482 $2.7M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -14.3% 61,700 $2.7M
Norinchukin Bank, The 0.08% Reduce -1.6% 61,529 $2.7M
Dana Investment Advisors, Inc. 0.09% Add +3.3% 61,489 $2.7M
Axxcess Wealth Management, LLC 0.08% Reduce -2.9% 61,451 $2.7M
Ieq Capital, LLC 0.04% Add +17.9% 61,382 $2.7M
Wilmington Savings Fund Society, FSB 0.10% — 61,163 $2.7M
Founders Financial Alliance, LLC 0.80% Add +11.1% 60,917 $2.7M
Grey Street Capital, LLC 0.36% New 59,061 $2.6M
Diversify Advisory Services, LLC 0.15% — 60,910 $2.6M
Waterloo Capital, L.P. 0.34% Add +64.1% 60,295 $2.6M
Hennion & Walsh Asset Management, Inc. 0.14% Add +13.8% 60,021 $2.6M
Kovack Advisors, Inc. 0.32% Add +15.8% 59,858 $2.6M
Investmark Advisory Group LLC 1.43% Reduce -1.2% 59,704 $2.6M
Haverford Trust Co 0.03% Reduce -4.0% 59,650 $2.6M
Quantinno Capital Management LP 0.06% Add +39.1% 59,496 $2.6M
Convergence Investment Partners, LLC 0.99% Add +16.5% 59,447 $2.6M
Tiaa Trust, National Association 0.01% Add +4.4% 59,429 $2.6M
Contrarius Investment Management Ltd 0.15% Reduce -3.7% 59,404 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.88% Add +13.9% 59,253 $2.6M
Moneco Advisors, LLC 0.41% Reduce -6.4% 59,188 $2.6M
PFG Investments, LLC 0.16% Add +312.0% 59,098 $2.6M
Mid-American Wealth Advisory Group, Inc. 1.74% Add +7.0% 59,096 $2.6M
Alaska Permanent Fund Corp 0.04% Add +10.7% 59,090 $2.6M
KPP Advisory Services LLC 0.71% Reduce -1.6% 59,081 $2.6M
HB Wealth Management, LLC 0.03% Add +21.3% 58,819 $2.6M
Carnegie Investment Counsel 0.08% Add +34.0% 58,756 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -7.6% 58,196 $2.5M
Linden Thomas Advisory Services, LLC 0.41% Add +3.4% 58,127 $2.5M
Concurrent Investment Advisors, LLC 0.10% Reduce -2.8% 57,475 $2.5M
Elequin Capital, LP 1.53% Reduce -32.4% 58,022 $2.5M
Hancock Whitney Corp. 0.09% Add +11.7% 57,009 $2.5M
Park Avenue Securities LLC 0.03% Reduce -11.7% 56,937 $2.5M
Ridgepath Capital Management LLC 2.77% Add +496.6% 56,416 $2.5M
Lowe Brockenbrough & Co. Inc. 0.17% Reduce -4.7% 54,944 $2.5M
United Capital Financial Advisors, LLC 0.02% Add +30.0% 56,161 $2.4M
Independent Solutions Wealth Management, LLC 0.58% Add +2.1% 56,075 $2.4M
Slagle Financial, LLC 1.32% Reduce -65.2% 55,867 $2.4M
LVW Advisors, LLC 0.41% Add +22.9% 55,816 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.2% 55,557 $2.4M
Verus Financial Partners, Inc. 0.28% Reduce -10.3% 55,316 $2.4M
Marcum Wealth, LLC 0.24% Add +2.9% 55,241 $2.4M
CoreCap Advisors, LLC 0.13% Add +9.1% 55,225 $2.4M
Executive Wealth Group LLC 0.50% Add +207.0% 57,378 $2.4M
Mesirow Financial Investment Management, Inc. 0.05% Add +27.2% 54,323 $2.4M
Bridges Investment Management Inc. 0.07% Reduce -8.6% 53,737 $2.3M
Redwood Investment Management, LLC 0.22% Reduce -1.5% 53,689 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +2.3% 53,627 $2.3M
Strategic Investment Advisors / MI 0.30% Add +8.9% 53,490 $2.3M
Clearstead Advisors, LLC 0.12% Reduce -3.1% 51,635 $2.3M
Pinnacle Associates Ltd. 0.04% Reduce -3.8% 52,397 $2.3M
Bogart Wealth, LLC 0.12% Reduce -6.3% 52,395 $2.3M
NBT Bank, N.A. 0.17% Reduce -1.9% 52,177 $2.3M
Ostrum Asset Management 0.18% No change 51,990 $2.3M
Hosking Partners LLP 0.08% Reduce -0.5% 51,587 $2.3M
TCV Trust & Wealth Management, Inc. 0.22% Reduce -4.5% 51,538 $2.2M
Cohen Klingenstein LLC 0.08% No change 51,479 $2.2M
Argent Trust Co 0.10% Reduce -6.8% 51,235 $2.2M
Allworth Financial LP 0.02% Reduce -7.5% 51,140 $2.2M
Associated Banc-Corp 0.07% Reduce -2.5% 51,050 $2.2M
HBW Advisory Services LLC 0.42% No change 55,142 $2.2M
Meitav Investment House Ltd. 0.04% Reduce -37.2% 50,657 $2.2M
Pekin Hardy Strauss, Inc. 0.30% Reduce -15.4% 50,654 $2.2M
Moran Wealth Management, LLC 0.07% Add +57.8% 50,548 $2.2M
Leelyn Smith, LLC 0.44% Add +2.1% 50,485 $2.2M
Sepio Capital, LP 0.19% Reduce -6.4% 50,415 $2.2M
Mgo One Seven LLC 0.11% Add +4.4% 50,380 $2.2M
Kinloch Capital, LLC 1.13% Add +26.5% 50,244 $2.2M
Federated Hermes, Inc. 0.01% Reduce -12.2% 50,189 $2.2M
Hunter Associates Investment Management LLC 0.37% Add +1.2% 50,048 $2.2M
Verus Capital Partners, LLC 0.24% Reduce -1.1% 50,057 $2.2M
MYDA Advisors LLC 0.76% New 50,000 $2.2M
Sunbelt Securities, Inc. 0.24% Add +34.8% 49,827 $2.2M
Wolverine Trading, LLC 0.02% Reduce -78.4% 49,708 $2.2M
Hilltop Holdings Inc. 0.24% Add +5.9% 49,370 $2.2M
Parthenon LLC 0.27% Reduce -7.5% 49,295 $2.2M
Capital Investment Advisory Services, LLC 0.23% Reduce -1.5% 49,242 $2.1M
Townsquare Capital LLC 0.03% Add +67.4% 49,144 $2.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -3.7% 48,764 $2.1M
Vontobel Holding Ltd. 0.02% Add +32.9% 48,756 $2.1M
Harbour Investments, Inc. 0.07% Add +14.0% 48,460 $2.1M
SeaCrest Wealth Management, LLC 0.26% Reduce -12.7% 48,283 $2.1M
Simplicity Wealth,LLC 0.05% New 48,272 $2.1M
Concourse Financial Group Securities, Inc. 0.14% Reduce -0.9% 47,174 $2.1M
HM Payson & Co. 0.04% Add +12.9% 48,152 $2.1M
Financial Sense Advisors, Inc. 0.74% Reduce -2.7% 47,990 $2.1M
Rakuten Investment Management, Inc. 0.02% Add +995.0% 47,941 $2.1M
Squarepoint Ops LLC 0.01% Reduce -93.1% 47,824 $2.1M
Confluence Wealth Services, Inc. 0.18% Add +9.0% 47,745 $2.1M
Cyndeo Wealth Partners, LLC 0.17% Add +407.7% 47,435 $2.1M
Independent Financial Group, LLC 0.09% Add +4.8% 47,258 $2.1M
Waters Parkerson & Co., LLC 0.11% Add +1.0% 46,943 $2.0M
Prospera Financial Services Inc 0.06% Reduce -0.6% 46,918 $2.0M
ProVise Management Group, LLC 0.18% Reduce -17.9% 46,739 $2.0M
Deltec Asset Management LLC 0.40% Reduce -8.8% 46,650 $2.0M
NewEdge Wealth, LLC 0.05% Add +12.8% 46,191 $2.0M
Focus Partners Wealth 0.02% Add +70.0% 46,458 $2.0M
Edgar Lomax Co. 0.13% Reduce -8.5% 46,440 $2.0M
Edgestream Partners, L.P. 0.10% Add +66.2% 46,322 $2.0M
Metis Global Partners, LLC 0.07% Reduce -3.0% 46,012 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +0.7% 45,772 $2.0M
Hartford Financial Management Inc. 0.42% Reduce -0.2% 45,759 $2.0M
Simmons Bank 0.15% Add +3.7% 45,315 $2.0M
Stonegate Investment Group, LLC 0.06% Reduce -3.0% 44,992 $2.0M
Valeo Financial Advisors, LLC 0.07% Add +7.3% 45,689 $2.0M
Ameritas Advisory Services, LLC 0.08% Add +22.0% 44,533 $2.0M
Cary Street Partners Investment Advisory LLC 0.08% Add +32.7% 44,585 $1.9M
Benjamin F. Edwards & Company, Inc. 0.04% Add +3.4% 44,566 $1.9M
NEOS Investment Management LLC 0.12% Add +77.0% 44,382 $1.9M
Buckhead Capital Management LLC 0.65% Add +27.7% 44,259 $1.9M
Private Trust Co. NA 0.21% Add +7.5% 43,913 $1.9M
Prosperitas Financial LLC 1.23% Add +23.6% 43,833 $1.9M
Disciplined Equity Management, Inc. 1.27% Add +5.5% 43,685 $1.9M
Personal Cfo Solutions, LLC 0.30% Add +66.1% 43,453 $1.9M
Parallel Advisors, LLC 0.05% Add +23.0% 43,394 $1.9M
Groupama Asset Managment 0.03% Reduce -81.5% 19,175 $1.9M
Independence Bank of Kentucky 0.56% Add +0.8% 42,989 $1.9M
Alley Investment Management Company, LLC 0.26% No change 42,949 $1.9M
Summit Trail Advisors, LLC 0.05% Add +299.6% 41,939 $1.9M
Stratos Wealth Advisors, LLC 0.11% Reduce -59.7% 42,837 $1.9M
Walleye Capital LLC 0.02% Reduce -80.9% 42,569 $1.9M
Hayek Kallen Investment Management 0.71% Add +0.0% 42,521 $1.9M
Westpac Banking Corp. 0.14% Add +0.5% 42,347 $1.8M
Perpetual Ltd 0.02% Add +0.5% 42,347 $1.8M
Ceera Investments, LLC 0.81% Add +2.8% 42,330 $1.8M
Empirical Finance, LLC 0.11% Add +5.4% 42,265 $1.8M
Trivium Point Advisory, LLC 0.40% Add +37.5% 42,251 $1.8M
Beverly Hills Private Wealth, LLC 0.43% Add +3.0% 42,238 $1.8M
Citadel Advisors 0.00% Reduce -56.6% 41,875 $1.8M
Cornerstone Wealth Management, LLC 0.15% Add +6.3% 41,823 $1.8M
Trust Co. of Vermont 0.10% Add +265.5% 41,771 $1.8M
Doliver Advisors, LP 0.51% Reduce -8.1% 41,685 $1.8M
Moors & Cabot, Inc. 0.10% Add +7.7% 41,532 $1.8M
Steel Grove Capital Advisors, LLC 0.24% Add +10.5% 41,414 $1.8M
Howard Capital Management Group, LLC 0.14% No change 41,184 $1.8M
OneDigital Investment Advisors LLC 0.03% Reduce -4.4% 41,131 $1.8M
SouthState Bank Corp 0.14% Reduce -2.3% 41,011 $1.8M
Bryn Mawr Trust Advisors, LLC 0.10% Add +1.9% 41,010 $1.8M
Optimist Retirement Group LLC 0.91% Add +123.9% 40,822 $1.8M
Pitcairn Co. 0.12% Reduce -7.4% 40,767 $1.8M
Vestmark Advisory Solutions, Inc. 0.08% Add +8.8% 40,727 $1.8M
Fortune Financial Advisors, LLC 1.13% Reduce -0.6% 40,604 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +17.6% 40,142 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -4.2% 40,136 $1.8M
Arkadios Wealth Advisors 0.14% Add +14.9% 39,989 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +7.9% 39,918 $1.7M
Amica Mutual Insurance Co. 0.18% No change 39,899 $1.7M
Tyler-Stone Wealth Management 0.77% Reduce -4.6% 39,879 $1.7M
Ellenbecker Investment Group 0.36% Add +1.1% 39,818 $1.7M
Wealthcare Advisory Partners LLC 0.06% Add +72.3% 39,723 $1.7M
Horizon Kinetics Asset Management LLC 0.03% Reduce -0.1% 39,306 $1.7M
Public Sector Pension Investment Board 0.01% Reduce -3.0% 39,177 $1.7M
Stolper Co 0.61% Add +15.3% 39,039 $1.7M
Aviance Capital Partners, LLC 0.25% Add +3.7% 38,896 $1.7M
Welch Group, LLC 0.08% Add +0.1% 38,886 $1.7M
Affinity Investment Advisors, LLC 1.23% Add +7.3% 38,727 $1.7M
Fisher Asset Management 0.00% Reduce -12.0% 38,659 $1.7M
J.W. Cole Advisors, Inc. 0.08% Reduce -5.9% 38,500 $1.7M
Csenge Advisory Group 0.09% Add +1.9% 38,378 $1.7M
SteelPeak Wealth, LLC 0.09% Add +47.1% 37,514 $1.7M
FNY Investment Advisers, LLC 1.02% Add +45.0% 38,300 $1.7M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -50.7% 38,076 $1.7M
Washington Trust Bank 0.16% Add +1.0% 37,683 $1.6M
EP Wealth Advisors, LLC 0.02% Add +9.2% 37,277 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.77% Reduce -3.0% 37,236 $1.6M
Essex Financial Services, Inc. 0.15% Add +1.6% 37,206 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -23.8% 37,186 $1.6M
Wesbanco Bank Inc. 0.06% Add +48.3% 36,980 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -8.2% 36,807 $1.6M
Hohimer Wealth Management, LLC 0.38% Add +0.4% 36,790 $1.6M
Abacus FCF Advisors LLC 0.40% Add +17.8% 36,720 $1.6M
Bluefin Capital Management, LLC 0.40% New 36,637 $1.6M
TCW Group Inc. 0.02% Reduce -10.1% 36,500 $1.6M
Colonial River Investments, LLC 0.90% Add +0.6% 36,460 $1.6M
IHT Wealth Management, LLC 0.06% Add +5.8% 36,338 $1.6M
FineMark National Bank & Trust 0.06% Add +1.1% 36,300 $1.6M
SageView Advisory Group, LLC 0.08% Reduce -7.7% 36,231 $1.6M
Weinberger Asset Management, Inc 0.76% Reduce -0.6% 35,997 $1.6M
Central Pacific Bank - Trust Division 0.20% — 36,223 $1.6M
Paradigm Asset Management Co. LLC 0.40% No change 35,800 $1.6M
Coldstream Capital Management Inc. 0.04% Reduce -5.7% 35,632 $1.6M
Choreo, LLC 0.04% Reduce -13.4% 35,625 $1.6M
Balentine LLC 0.05% Add +51.3% 35,587 $1.6M
Waverly Advisors, LLC 0.04% Add +97.5% 35,443 $1.5M
Northeast Financial Consultants Inc 0.08% Reduce -1.5% 35,287 $1.5M
Range Financial Group LLC 0.80% Add +14.6% 35,148 $1.5M
Salem Investment Counselors Inc. 0.05% Reduce -19.9% 34,286 $1.5M
Poehling Capital Management, INC. 0.40% Reduce -0.3% 34,454 $1.5M
CMG Global Holdings, LLC 1.03% No change 34,237 $1.5M
Landscape Capital Management, L.L.C. 0.13% Reduce -85.1% 33,869 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Add +4.4% 33,842 $1.5M
Next Level Private LLC 0.68% Add +0.8% 33,803 $1.5M
Lazari Capital Management, Inc. 0.80% Reduce -4.6% 33,787 $1.5M
Elevation Point Wealth Partners, LLC 0.11% Add +132.5% 33,619 $1.5M
Fulton Bank, N.A. 0.06% Reduce -12.9% 33,569 $1.5M
Greenleaf Trust 0.01% Add +0.8% 33,474 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -7.3% 33,387 $1.5M
WP Advisors, LLC 0.48% Add +14.1% 33,263 $1.5M
King Luther Capital Management Corp. 0.01% Add +0.6% 32,920 $1.4M
Shell Asset Management Co. 0.07% Reduce -46.1% 31,506 $1.4M
Means Investment Co., Inc. 0.18% Reduce -6.4% 32,757 $1.4M
Jump Financial, LLC 0.04% New 32,723 $1.4M
First Trust Direct Indexing L.P. 0.11% Add +56.3% 32,685 $1.4M
Kavar Capital Partners Group, LLC 0.26% Reduce -47.2% 32,637 $1.4M
Bleakley Financial Group, LLC 0.04% Add +0.3% 32,591 $1.4M
GM Advisory Group, LLC 0.10% Reduce -15.1% 32,551 $1.4M
Cullinan Associates Inc. 0.08% Reduce -13.5% 32,377 $1.4M
Icon Wealth Advisors, LLC 0.13% Add +237.1% 32,317 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -4.3% 32,163 $1.4M
Caldwell Trust Co 0.16% Reduce -2.0% 32,063 $1.4M
First City Capital Management, Inc. 0.77% Reduce -2.0% 31,986 $1.4M
ArchPoint Investors 0.59% No change 31,267 $1.4M
International Assets Investment Management, LLC 0.15% Reduce -0.1% 97,746 $1.4M
Moloney Securities Asset Management, LLC 0.21% Add +1.0% 31,582 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +22.4% 31,245 $1.4M
Valicenti Advisory Services Inc. 0.38% Add +0.9% 31,196 $1.4M
CSS LLC 0.33% Reduce -20.4% 31,200 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +8.0% 31,164 $1.4M
Brandywine Trust Co. 0.23% No change 30,814 $1.3M
Longfellow Investment Management Co. LLC 0.30% Add +0.8% 30,809 $1.3M
Horizon Investments, LLC 0.03% Reduce -0.1% 30,520 $1.3M
Exencial Wealth Advisors, LLC 0.05% Reduce -9.3% 30,477 $1.3M
Delta Financial Group, Inc. 0.39% Add +4.0% 30,373 $1.3M
Kowal Investment Group, LLC 0.29% Add +13.6% 30,349 $1.3M
Marino, Stram & Associates LLC 0.31% Reduce -6.6% 30,347 $1.3M
Capital Advisory Group Advisory Services, LLC 0.63% Add +4.9% 30,341 $1.3M
Vista Investment Partners LLC 0.45% Reduce -32.8% 29,891 $1.3M
SVB Wealth LLC 0.03% Reduce -12.3% 29,808 $1.3M
Boothbay Fund Management, LLC 0.04% Reduce -38.0% 29,752 $1.3M
Bollard Group LLC 0.04% Add +11.4% 29,716 $1.3M
North Star Asset Management Inc. 0.06% Add +1.4% 29,707 $1.3M
Axq Capital, LP 0.31% Add +48.5% 29,700 $1.3M
HF Advisory Group, LLC 0.72% Add +6.2% 29,653 $1.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +382.9% 29,643 $1.3M
InterOcean Capital Group, LLC 0.03% Add +34.1% 29,272 $1.3M
First Foundation Advisors 0.05% Reduce -4.6% 29,199 $1.3M
Lynch & Associates 0.29% Reduce -6.7% 29,149 $1.3M
Western Wealth Management, LLC 0.10% Reduce -20.2% 29,137 $1.3M
IFP Advisors, Inc 0.06% Reduce -54.6% 29,043 $1.3M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -5.9% 28,809 $1.3M
Investment Management Corp of Ontario 0.04% Reduce -30.9% 28,596 $1.2M
Spire Wealth Management 0.02% Reduce -2.5% 28,547 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Reduce -49.5% 28,422 $1.2M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -68.5% 28,313 $1.2M
Ziegler Capital Management, LLC 0.05% Reduce -3.0% 28,622 $1.2M
Thrive Capital Management, LLC 0.66% New 28,272 $1.2M
Perigon Wealth Management, LLC 0.04% Add +17.0% 28,154 $1.2M
Spreng Capital Management, Inc. 0.66% Reduce -15.2% 28,147 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -13.5% 28,072 $1.2M
Monograph Wealth Advisors, LLC 0.18% New 27,429 $1.2M
Daymark Wealth Partners, LLC 0.07% Add +16.1% 27,994 $1.2M
Ausdal Financial Partners, Inc. 0.14% Add +2.3% 27,819 $1.2M
Kathmere Capital Management, LLC 0.14% Add +29.4% 27,708 $1.2M
Delta Capital Management LLC 0.81% Reduce -0.2% 27,690 $1.2M
Applied Capital LLC 0.98% Add +2.3% 27,505 $1.2M
Integrated Advisors Network LLC 0.06% Add +7.6% 27,422 $1.2M
EFG Asset Management (Americas) Corp. 0.36% Reduce -38.1% 27,338 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +390.3% 27,317 $1.2M
XML Financial, LLC 0.12% Reduce -1.4% 27,297 $1.2M
Geneos Wealth Management Inc. 0.05% Add +4.1% 27,218 $1.2M
Infrastructure Capital Advisors, LLC 0.19% Add +1.4% 27,115 $1.2M
Belpointe Asset Management LLC 0.09% Reduce -31.2% 27,072 $1.2M
Keudell/Morrison Wealth Management 0.36% Add +6.2% 26,964 $1.2M
Sonora Investment Management Group, LLC 0.09% Reduce -7.4% 26,955 $1.2M
Greenfield Savings Bank 0.62% Reduce -0.8% 26,926 $1.2M
Whitener Capital Management, Inc. 0.38% Add +33.9% 26,920 $1.2M
Berkeley Capital Partners, LLC 0.36% Add +21.1% 26,801 $1.2M
Atom Investors LP 0.15% New 26,764 $1.2M
Keynote Financial Services LLC 0.97% — 26,374 $1.2M
Traynor Capital Management, Inc. 0.11% Add +3.3% 26,292 $1.1M
GoalVest Advisory LLC 0.38% Add +10.0% 26,216 $1.1M
Focused Wealth Management, Inc 0.18% Add +1.6% 26,204 $1.1M
Leavell Investment Management, Inc. 0.07% Reduce -4.5% 25,604 $1.1M
Narwhal Capital Management 0.11% No change 26,075 $1.1M
Cascade Investment Group, Inc. 0.85% Reduce -2.0% 26,059 $1.1M
Flagship Harbor Advisors, LLC 0.07% Reduce -4.6% 25,920 $1.1M
Signaturefd, LLC 0.02% Add +12.6% 25,811 $1.1M
Private Portfolio Partners LLC 0.23% Reduce -22.1% 25,728 $1.1M
Berkshire Asset Management LLC 0.06% Reduce -8.2% 25,728 $1.1M
R.m.sincerbeaux Capital Management LLC 0.71% Reduce -0.0% 25,495 $1.1M
Radnor Capital Management, LLC 0.19% Reduce -3.6% 25,347 $1.1M
Capital CS Group, LLC 1.11% Add +0.5% 25,350 $1.1M
Quilter Plc 0.03% Reduce -1.0% 25,295 $1.1M
Logan Capital Management Inc. 0.05% No change 25,219 $1.1M
Park National Corp. 0.04% Reduce -10.4% 25,181 $1.1M
Coho Partners, Ltd. 0.03% Reduce -55.4% 25,159 $1.1M
TrinityBridge Ltd 0.04% No change 25,044 $1.1M
Ally Financial Inc. 0.15% Reduce -72.2% 25,000 $1.1M
Meeder Advisory Services, Inc. 0.11% Add +1.6% 24,997 $1.1M
MADDEN SECURITIES Corp 0.50% Add +10.2% 24,907 $1.1M
Burns J W & Co. Inc. 0.15% Reduce -5.4% 24,856 $1.1M
Bison Wealth, LLC 0.18% Add +0.0% 24,847 $1.1M
First Horizon Advisors, Inc. 0.03% Reduce -12.5% 24,758 $1.1M
First Hawaiian Bank 0.03% Reduce -3.0% 24,716 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.26% Add +9.2% 24,547 $1.1M
Farther Finance Advisors, LLC 0.07% Add +28.9% 24,748 $1.1M
Pearl River Capital, LLC 0.17% Reduce -30.4% 24,368 $1.1M
Harbor Capital Advisors, Inc. 0.14% Reduce -9.4% 24,297 $1.1M
Wealth Alliance Advisory Group, LLC 0.25% Add +1.5% 24,246 $1.1M
HBK Sorce Advisory LLC 0.04% Add +5.7% 24,189 $1.1M
Silverlake Wealth Management LLC 0.54% Add +10.6% 24,107 $1.1M
Institutional & Family Asset Management, LLC 0.17% Add +0.3% 24,085 $1.1M
Mission Wealth Management, LP 0.03% Reduce -38.3% 24,063 $1.0M
Bradley Foster & Sargent Inc. 0.02% Add +0.4% 24,001 $1.0M
Bramshill Investments, LLC 0.12% Reduce -2.6% 23,949 $1.0M
Wedbush Securities Inc. 0.04% Reduce -7.3% 23,943 $1.0M
Mill Capital Management, LLC 0.09% Reduce -12.1% 23,886 $1.0M
Fiduciary Trust Co 0.02% Add +10.3% 23,885 $1.0M
Certified Advisory Corp 0.15% Reduce -3.5% 23,866 $1.0M
Crestwood Advisors Group, LLC 0.02% Add +2.5% 23,625 $1.0M
Shoker Investment Counsel, Inc. 0.37% Reduce -8.7% 23,805 $1.0M
B.O.S.S. Retirement Advisors, LLC 0.39% Reduce -24.1% 25,290 $1.0M
Ignite Planners, LLC 0.29% Reduce -15.3% 23,566 $1.0M
Alpha Cubed Investments, LLC 0.05% Reduce -3.2% 23,335 $1.0M
Capula Management Ltd 0.03% Add +6.0% 23,120 $1.0M
Caprock Group, LLC 0.06% Add +7.9% 22,607 $1.0M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 23,068 $1.0M
Rehmann Capital Advisory Group 0.07% Reduce -0.8% 23,003 $1.0M
Modera Wealth Management, LLC 0.02% Reduce -7.0% 22,944 $1.0M
Griffin Asset Management, Inc. 0.12% Add +13.2% 22,918 $1000K
Clear Creek Financial Management, LLC 0.13% Add +138.2% 22,684 $990K
WINTON GROUP Ltd 0.07% New 22,678 $989K
Morningstar Investment Management LLC 0.11% No change 22,595 $986K
United Advisor Group, LLC 0.37% New 22,560 $984K
Imprint Wealth LLC 0.24% Add +28.9% 22,621 $978K
Burford Brothers, Inc. 0.64% Reduce -1.1% 22,326 $974K
Jacobi Capital Management LLC 0.09% Add +4.7% 22,156 $966K
Leisure Capital Management 0.48% Reduce -0.1% 22,109 $964K
Rothschild Investment LLC 0.07% Reduce -0.5% 22,000 $960K
One Capital Management, LLC 0.03% Reduce -1.4% 21,990 $959K
Paragon Financial Partners, Inc. 0.79% Add +91.8% 21,978 $959K
Key Client Fiduciary Advisors, LLC 0.51% Add +6.4% 21,968 $958K
FRG Family Wealth Advisors LLC 0.19% No change 21,867 $958K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +132.4% 21,952 $958K
Jamison Private Wealth Management, Inc. 0.16% Add +18.4% 21,874 $954K
Capital Fund Management S.A. 0.01% Reduce -97.7% 21,692 $946K
ICW Investment Advisors LLC 0.42% Reduce -4.5% 21,688 $946K
Charter Research & Investment Group, Inc. 0.75% No change 21,667 $945K
ETF Store, Inc. 0.54% Add +0.1% 21,655 $945K
Financial Counselors Inc. 0.02% Reduce -31.8% 21,520 $939K
Welch & Forbes LLC 0.01% Reduce -7.0% 21,493 $938K
Sandy Spring Bank 0.04% Reduce -15.3% 21,443 $936K
Crawford Investment Counsel Inc. 0.02% Reduce -28.7% 21,417 $934K
Quadrature Capital Ltd 0.02% New 21,372 $932K
Smith, Moore & Co. 0.10% Add +7.4% 21,358 $932K
Dudley Capital Management, LLC 0.54% Reduce -31.6% 21,518 $930K
HCR Wealth Advisors 0.14% Add +0.6% 21,238 $926K
Verition Fund Management LLC 0.01% Reduce -70.0% 21,085 $920K
Dodge & Cox 0.00% No change 21,000 $916K
Ipswich Investment Management Co., Inc. 0.21% No change 20,895 $911K
Excalibur Management Corp. 0.39% Reduce -0.1% 20,863 $910K
Beese Fulmer Investment Management, Inc. 0.09% Reduce -0.9% 20,767 $906K
Semmax Financial Advisors Inc. 0.30% Reduce -6.0% 20,041 $903K
Moody National Bank Trust Division 0.07% Reduce -1.0% 20,633 $900K
Profund Advisors LLC 0.03% Reduce -15.4% 20,549 $896K
Duff & Phelps Investment Management Co. 0.01% Add +4.0% 20,431 $891K
Cadence Bank 0.06% Reduce -4.1% 20,374 $889K
Brighton Jones LLC 0.03% Reduce -1.9% 20,321 $886K
Inscription Capital, LLC 0.15% Add +87.6% 20,313 $886K
Center For Asset Management LLC 0.72% Add +2.3% 20,303 $886K
Cidel Asset Management Inc. 0.07% Add +4.5% 20,231 $882K
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -12.3% 19,764 $882K
Sentry Investment Management LLC 0.34% No change 20,207 $881K
Clarity Financial LLC 0.14% Reduce -4.5% 20,168 $880K
Gray Wealth Management Inc. 0.39% Reduce -3.8% 20,024 $873K
Rossmore Private Capital 0.11% Reduce -2.5% 20,004 $873K
Timelo Investment Management Inc. 1.35% No change 20,000 $872K
Annex Advisory Services, LLC 0.03% Reduce -7.1% 19,880 $867K
First Nebraska Trust Co 0.09% Reduce -1.3% 19,861 $866K
WFA Asset Management Corp 0.45% Add +21.6% 19,830 $865K
Viewpoint Capital Management LLC 0.55% Reduce -1.6% 19,677 $858K
Hoylecohen, LLC 0.07% Reduce -0.1% 19,673 $858K
Hexagon Capital Partners LLC 0.19% Add +26.7% 19,655 $857K
AdvisorNet Financial, Inc 0.08% Reduce -23.0% 19,577 $854K
Legacy Capital Group California, Inc. 0.32% Reduce -3.2% 19,575 $854K
Onyx Bridge Wealth Group LLC 0.15% Add +29.0% 19,661 $853K
Alkeme Wealth, LLC 0.39% Add +35.0% 20,419 $848K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -3.8% 18,944 $845K
Koshinski Asset Management, Inc. 0.09% Reduce -31.9% 19,374 $845K
Machina Capital S.A.S. 0.44% Reduce -40.6% 19,354 $844K
My Legacy Advisors, LLC 0.28% Add +16.4% 19,328 $843K
American Century Companies Inc. 0.00% Reduce -6.1% 19,294 $842K
Taylor Hoffman Wealth Management 0.36% Reduce -0.8% 19,278 $841K
First Trust Investment Solutions L.P. 0.15% Add +2.1% 19,207 $838K
World Equity Group, Inc. 0.17% Reduce -39.8% 19,202 $838K
Focus Financial Network, Inc. 0.04% — 20,197 $834K
Beacon Financial Advisory LLC 0.41% Add +21.6% 19,097 $833K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Add +7.0% 19,092 $833K
Vise Technologies, Inc. 0.16% Add +38.7% 19,076 $832K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.0% 19,075 $832K
Lanark Financial, Inc. 0.08% Reduce -6.9% 19,076 $832K
Cannell & Spears LLC 0.02% No change 18,835 $822K
Franklin Street Advisors Inc. 0.06% Reduce -1.4% 18,819 $821K
Siemens Fonds Invest GmbH 0.06% Reduce -4.6% 18,805 $820K
Mitchell Sinkler & Starr 0.21% Reduce -12.5% 18,802 $820K
ICA Group Wealth Management, LLC 0.16% Add +41.0% 18,793 $820K
Grove Bank & Trust 0.14% Reduce -4.0% 18,786 $819K
Cigna Investments Inc. 0.16% Reduce -1.1% 18,778 $819K
Chelsea Counsel Co. 0.46% Reduce -31.2% 18,330 $818K
WealthCare Investment Partners, LLC 0.39% Add +0.8% 18,713 $816K
Klingenstein Fields & Co. LP 0.03% No change 18,602 $811K
Evergreen Capital Management LLC 0.03% Add +98.7% 18,181 $811K
Independent Wealth Network Inc. 0.38% Add +3.6% 18,550 $809K
Widmann Financial Services, Inc. 0.68% Reduce -1.0% 18,540 $809K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.1% 18,080 $806K
Intrua Financial, LLC 0.12% Add +98.3% 18,395 $802K
Zhang Financial LLC 0.06% Add +0.6% 18,395 $802K
Philadelphia Trust Co. 0.06% Add +4.7% 18,321 $799K
Bill Few Associates, Inc. 0.32% Add +39.0% 18,227 $795K
Chapin Davis, Inc. 0.29% Add +2.6% 18,034 $787K
WealthPLAN Partners, LLC 0.08% Reduce -21.5% 17,991 $785K
KLCM Advisors, Inc. 0.10% Reduce -0.6% 17,932 $782K
Forte Capital LLC 0.10% Reduce -2.4% 17,844 $778K
Prosperity Consulting Group, LLC 0.10% Add +72.9% 17,779 $776K
X-Square Capital, LLC 0.37% Reduce -51.3% 17,723 $775K
Richard W. Paul & Associates, LLC 0.31% Add +10.7% 17,758 $775K
Retirement Guys Formula LLC 0.38% Add +36.2% 17,708 $772K
Kanawha Capital Management LLC 0.06% Reduce -2.5% 17,689 $772K
Oliver Luxxe Assets LLC 0.16% No change 17,610 $768K
North Star Investment Management Corp. 0.05% Reduce -2.0% 17,533 $765K
Coastwise Capital Group, LLC 0.71% Add +0.3% 17,352 $757K
Intrust Bank NA 0.08% Reduce -13.9% 17,206 $751K
Godsey & Gibb, Inc. 0.08% Reduce -3.0% 17,141 $748K
Carmichael Hill & Associates, Inc. 0.31% Add +1.1% 17,109 $746K
CoreFirst Bank & Trust 0.47% Reduce -5.4% 17,097 $746K
Cortland Associates Inc. 0.10% Add +0.6% 17,080 $745K
Moneta Group Investment Advisors LLC 0.01% Reduce -21.7% 17,062 $744K
Douglass Winthrop Advisors, LLC 0.02% Add +2.3% 17,049 $744K
Capital Advisors Inc. 0.02% Add +4.8% 17,002 $742K
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.2% 16,949 $739K
Lloyd Advisory Services, LLC. 0.16% Add +68.4% 16,860 $736K
Woodward Diversified Capital, LLC 0.46% Add +5.2% 16,834 $734K
Insigneo Advisory Services, LLC 0.09% Add +5.9% 16,447 $734K
Everett Harris & Co. 0.01% Add +6.1% 16,800 $733K
Walker Asset Management, LLC 0.48% Add +0.7% 16,792 $732K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.7% 16,787 $732K
Straight Path Wealth Management 0.41% Add +8.4% 16,694 $728K
Ethic Inc. 0.02% Add +50.3% 16,641 $726K
Ancora Advisors LLC 0.02% Reduce -2.1% 16,580 $723K
American Financial & Tax Strategies Inc. 0.39% No change 16,447 $717K
Centaurus Financial, Inc. 0.05% Reduce -7.6% 16,442 $717K
Impact Partnership Wealth, LLC 0.28% Reduce -10.7% 16,229 $708K
Allegheny Financial Group 0.22% Add +0.9% 16,204 $707K
MTM Investment Management, LLC 0.29% Add +0.1% 16,190 $706K
DRW Securities, LLC 0.04% New 16,200 $705K
Plimoth Trust Co. LLC 0.19% Reduce -3.9% 16,170 $705K
Nicholas Wealth, LLC. 0.54% Add +12.0% 16,113 $703K
Westbourne Investment Advisors, Inc. 0.26% No change 16,099 $702K
Bath Savings Trust Co 0.07% Reduce -18.4% 16,086 $702K
Castlekeep Investment Advisors LLC 0.51% Reduce -27.2% 16,082 $701K
Bailard, Inc. 0.02% Reduce -3.1% 16,079 $701K
Pinion Investment Advisors, LLC 0.36% Add +5.1% 16,051 $700K
Syon Capital LLC 0.07% Add +131.4% 16,034 $699K
WCG Wealth Advisors LLC 0.06% Reduce -4.5% 15,902 $694K
Taurus Asset Management, LLC 0.07% Reduce -18.1% 15,785 $689K
Joel Isaacson & Co., LLC 0.04% Add +7.2% 15,781 $688K
Sanders Morris Harris LLC 0.13% Add +59.8% 15,772 $688K
Diversified Trust Co. 0.02% Reduce -2.6% 15,720 $686K
IFG Advisory, LLC 0.05% Add +16.4% 15,647 $683K
Eagle Global Advisors LLC 0.04% Add +1.2% 15,644 $682K
Thomasville National Bank 0.06% Add +4.8% 15,568 $679K
Triumph Capital Management 0.28% Add +1.6% 15,696 $678K
Checchi Capital Advisers, LLC 0.05% Add +7.2% 15,549 $678K
Finer Wealth Management, Inc. 0.45% Reduce -0.4% 15,545 $678K
Red Door Wealth Management, LLC 0.13% Add +11.8% 15,490 $676K
Black Swift Group, LLC 0.17% Reduce -1.5% 15,400 $672K
Tradition Wealth Management, LLC 0.07% Reduce -5.0% 15,374 $671K
HUB Investment Partners, LLC 0.04% Add +0.9% 15,351 $670K
Realta Investment Advisors 0.14% Reduce -11.4% 15,207 $663K
Arnhold LLC 0.07% No change 15,000 $654K
Compagnie Lombard Odier SCmA 0.01% No change 15,000 $654K
First National Bank & Trust Co. of Newtown 0.13% Reduce -1.1% 14,989 $654K
VeraBank, N.A. 0.20% No change 14,972 $653K
Patron Partners, LLC 0.40% Reduce -8.0% 14,968 $653K
Walter & Keenan Wealth Management LLC /in/ 0.21% Reduce -5.6% 14,957 $652K
CWS Financial Advisors, LLC 0.27% Reduce -11.9% 14,920 $651K
New Vernon Capital Holdings II LLC 0.34% Add +3.5% 14,908 $650K
Transcend Capital Advisors, LLC 0.05% Add +3.8% 14,837 $647K
Courier Capital LLC 0.05% Add +35.2% 14,806 $646K
StoneX Group Inc. 0.06% Add +4.7% 14,387 $641K
TRUE Private Wealth Advisors 0.07% Add +2.0% 14,679 $640K
Kendall Capital Management 0.22% No change 14,497 $632K
Garden State Investment Advisory Services LLC 0.23% Add +3.9% 14,590 $631K
Bahl & Gaynor LLC 0.00% Reduce -19.4% 14,455 $631K
NFSG Corp 0.28% Reduce -2.6% 14,445 $630K
Hilltop National Bank 0.21% — 14,441 $630K
Gables Capital Management Inc. 0.35% Reduce -1.4% 14,440 $630K
Horst & Graben Wealth Management LLC 0.13% Add +1.9% 14,437 $630K
RIA Advisory Group LLC 0.25% Reduce -49.1% 14,436 $630K
Meiji Yasuda Life Insurance Co 0.01% Add +38.4% 14,429 $629K
Leo Wealth, LLC 0.06% Add +1.0% 14,488 $629K
Gilliland Jeter Wealth Management LLC 0.22% Add +0.3% 14,366 $627K
Salvus Wealth Management, LLC 0.43% Add +0.1% 14,338 $625K
Exchange Bank 0.51% Reduce -0.9% 14,333 $625K
McGowan Group Asset Management, Inc. 0.09% Add +0.8% 14,299 $624K
Patten & Patten Inc. 0.04% Add +1.6% 14,293 $623K
Samalin Investment Counsel, LLC 0.30% Reduce -38.3% 14,292 $623K
Nicolet Advisory Services, LLC 0.06% Reduce -1.7% 14,792 $623K
UMB Bank, n.a. 0.01% Reduce -85.6% 14,271 $623K
Castle Rock Wealth Management, LLC 0.17% Add +9.6% 14,194 $622K
Kapstone Financial Advisors LLC 0.42% Add +5.8% 14,259 $622K
Jaffetilchin Investment Partners, LLC 0.06% Reduce -4.2% 14,218 $620K
Cozad Asset Management Inc. 0.06% Reduce -16.1% 14,216 $620K
Wolff Financial Management LLC 0.18% Add +0.0% 14,212 $620K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -2.4% 14,213 $620K
Signature Wealth Management Partners, LLC 0.50% Reduce -1.2% 14,169 $618K
Resurgent Financial Advisors LLC 0.33% Add +0.8% 14,163 $618K
Intellectus Partners, LLC 0.16% Reduce -1.0% 13,768 $614K
Cornerstone Advisory, LLC 0.09% Reduce -2.6% 14,065 $614K
Lee Financial Group Hawaii, Inc. 0.48% Add +4.4% 14,017 $611K
Columbia Asset Management 0.12% No change 15,080 $608K
Davis Capital Management 0.54% Reduce -3.3% 14,052 $607K
Fiduciary Group, LLC 0.07% Reduce -3.5% 13,901 $606K
Vermillion & White Wealth Management Group, LLC 0.48% Add +1.6% 13,897 $606K
Citizens Financial Group Inc. 0.02% Reduce -16.3% 13,882 $606K
Brooks, Moore & Associates, Inc. 0.39% No change 13,855 $604K
FLC Capital Advisors 0.15% Reduce -14.5% 13,842 $604K
Chicago Capital, LLC 0.02% No change 13,792 $602K
Alpha Omega Wealth Management LLC 0.11% Add +1.5% 13,787 $601K
Qtron Investments LLC 0.09% No change 13,786 $601K
Main Street Group, LTD 0.29% Add +113.7% 13,819 $599K
Crew Capital Management, Ltd 0.49% New 13,713 $598K
Allianz SE 0.02% — 13,700 $598K
Westwood Holdings Group Inc. 0.00% Add +0.0% 13,693 $597K
Ti-Trust, Inc. 0.44% Add +22.3% 13,589 $593K
Ballentine Partners, LLC 0.01% Add +104.3% 13,568 $592K
Capital Asset Advisory Services LLC 0.03% Add +14.0% 14,197 $591K
Oak Thistle LLC 0.53% Reduce -78.8% 13,531 $590K
Romano Brothers and Company 0.08% Reduce -3.3% 13,475 $588K
Certuity, LLC 0.05% Reduce -0.6% 13,451 $587K
Cognios Beta Neutral Large Cap Fund, LP 0.76% Reduce -8.4% 13,442 $586K
Delta Asset Management LLC 0.05% Reduce -9.7% 13,427 $586K
Capital International Sarl 0.02% New 13,418 $585K
Buck Wealth Strategies, LLC 0.20% New 13,406 $585K
Raab & Moskowitz Asset Management LLC 0.16% Add +2.1% 13,356 $583K
Moser Wealth Advisors, LLC 0.32% Reduce -5.5% 13,333 $582K
Flputnam Investment Management Co. 0.01% Reduce -30.1% 13,272 $579K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -59.6% 13,264 $579K
Dark Forest Capital Management LP 0.10% Add +12.8% 13,229 $577K
Neville Rodie & Shaw Inc. 0.04% No change 13,225 $577K
Principle Wealth Partners LLC 0.05% Add +28.6% 13,222 $577K
Boston Family Office LLC 0.04% Reduce -15.2% 13,216 $576K
Cambridge Trust Co. 0.02% Add +60.1% 13,179 $575K
LS Investment Advisors, LLC 0.09% Reduce -3.1% 13,158 $574K
DORCHESTER WEALTH MANAGEMENT Co 0.10% Add +0.1% 13,141 $573K
MCF Advisors LLC 0.04% Add +13.0% 12,877 $573K
Marco Investment Management LLC 0.05% Reduce -0.5% 13,093 $571K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.5% 13,089 $571K
Lindbrook Capital, LLC 0.05% Reduce -7.3% 13,060 $570K
Belmont Capital, LLC 0.15% Add +62.4% 13,014 $568K
Mogy Joel R Investment Counsel Inc. 0.04% Reduce -5.8% 12,950 $565K
Towne Trust Company, N.A 0.20% Add +4.0% 12,916 $563K
Northstar Advisory Group, LLC 0.34% Add +11.3% 12,593 $563K
Gilbert & Cook, Inc. 0.08% Reduce -0.3% 12,886 $562K
180 Wealth Advisors, LLC 0.10% Reduce -1.1% 12,871 $561K
Diligent Investors, LLC 0.14% Add +4.2% 12,803 $558K
Magnolia Capital Advisors LLC 0.47% Reduce -2.5% 13,258 $558K
Loudon Investment Management, LLC 0.32% Reduce -32.4% 12,792 $558K
Tevis Investment Management 0.47% No change 12,766 $557K
&partners 0.08% New 12,751 $556K
Dakota Wealth Management 0.01% Reduce -2.4% 12,719 $555K
Continuum Advisory, LLC 0.08% Reduce -25.9% 12,405 $555K
Burke & Herbert Bank & Trust Co. 0.42% Reduce -17.4% 12,669 $553K
Spirit of America Management Corp. 0.11% No change 12,650 $552K
Capital City Trust Co. 0.15% No change 12,583 $549K
Madison Asset Management, LLC 0.01% No change 12,581 $549K
Westmount Partners, LLC 0.20% Add +1.6% 12,548 $547K
Avior Wealth Management, LLC 0.03% Add +31.8% 12,544 $547K
Aveo Capital Partners, LLC 0.06% Add +15.7% 12,543 $547K
Norden Group LLC 0.11% New 12,449 $543K
Rational Advisors, Inc. 0.05% Reduce -20.7% 12,420 $542K
Girard Partners LTD. 0.05% Reduce -13.2% 12,370 $540K
Evercore Wealth Management, LLC 0.01% Reduce -1.4% 12,360 $539K
Aureus Asset Management, LLC 0.04% Reduce -6.8% 12,356 $539K
Spinnaker Trust 0.03% Reduce -1.9% 12,333 $538K
Cassaday & Co Wealth Management LLC 0.02% Add +4.8% 12,322 $537K
Burney Co./ 0.02% Reduce -12.9% 12,255 $535K
PBMares Wealth Management LLC 0.14% Add +9.8% 12,190 $532K
Capital Advisors Wealth Management, LLC 0.11% Add +39.2% 12,156 $530K
SPC Financial, Inc. 0.05% Reduce -0.9% 12,154 $530K
RFG Advisory, LLC 0.02% Reduce -4.9% 12,125 $529K
Advisory Alpha, LLC 0.02% Add +6.4% 12,108 $528K
Farmers & Merchants Investments Inc. 0.02% Reduce -4.1% 12,106 $528K
Cambria Investment Management, L.P. 0.03% Reduce -23.3% 12,085 $527K
Provenance Wealth Advisors, LLC 0.07% Add +77.0% 11,995 $523K
Patton Albertson Miller Group, LLC 0.08% Reduce -12.8% 11,943 $521K
Keystone Wealth Services, LLC 0.17% Reduce -5.0% 11,918 $520K
HAP Trading, LLC 0.16% New 11,889 $519K
Quadrant Capital Group LLC 0.04% Reduce -9.4% 11,876 $518K
Tufton Capital Management 0.10% Reduce -18.0% 11,850 $517K
Rogco, LP 0.21% Reduce -2.3% 11,849 $517K
Clarius Group, LLC 0.04% Add +1.4% 11,826 $516K
Brown Miller Wealth Management, LLC 0.23% Add +28.3% 11,800 $515K
Nwam LLC 0.04% Reduce -27.9% 11,733 $514K
Wealth Effects LLC 0.19% Add +1.9% 11,750 $513K
Taylor & Morgan Wealth Management, LLC 0.38% Reduce -2.0% 11,741 $512K
Empower Advisory Group, LLC 0.00% Add +2.5% 11,636 $508K
Millennium Capital Advisors, LLC 0.36% Reduce -6.5% 11,600 $506K
United Bank 0.06% No change 11,558 $504K
GAMMA Investing LLC 0.10% Add +40.6% 11,556 $504K
City State Bank 0.22% Reduce -3.7% 11,522 $503K
Resolute Advisors LLC 0.09% Add +2.4% 11,271 $503K
Ellsworth Advisors, LLC 0.14% Add +14.8% 12,215 $501K
JT Stratford LLC 0.10% Add +1.0% 11,490 $501K
Alethea Capital Management, LLC 0.41% New 11,487 $501K
Householder Group Estate & Retirement Specialist, LLC 0.15% Add +11.7% 11,482 $501K
Plan Group Financial, LLC 0.33% Add +48.2% 11,462 $500K
Wellington Shields Capital Management, LLC 0.09% Reduce -1.9% 11,453 $500K
Silver Oak Securities, Incorporated 0.08% Reduce -0.9% 11,445 $499K
Cross Staff Investments Inc 0.42% Reduce -1.7% 11,391 $497K
Gulf International Bank (UK) Ltd 0.01% Add +6.6% 11,378 $496K
Shelton Capital Management 0.01% No change 11,366 $496K
Mattern Wealth Management LLC 0.12% Reduce -4.3% 11,276 $492K
Avaii Wealth Management, LLC 0.29% Reduce -3.3% 11,232 $490K
Wealth Group, Ltd. 0.37% — 11,204 $489K
NorthStar Asset Management LLC 0.37% Add +0.5% 11,195 $488K
Patriot Investment Management Group, Inc. 0.04% Add +0.1% 11,127 $485K
Kingswood Wealth Advisors, LLC 0.06% Reduce -28.0% 11,118 $485K
Burns Matteson Capital Management, LLC 0.31% Reduce -36.7% 11,112 $485K
Herold Advisors, Inc. 0.12% Reduce -2.6% 11,071 $483K
Clearbridge Investments, LLC 0.00% No change 11,036 $481K
Asahi Life Asset Management Co., LTD. 0.29% Add +3.8% 11,030 $481K
Cape Investment Advisory, Inc. 0.22% Add +20.4% 10,965 $478K
L.M. Kohn & Company 0.13% Add +0.6% 10,909 $476K
Forum Financial Management, LP 0.01% Reduce -13.9% 10,894 $475K
Strategic Blueprint, LLC 0.03% Add +7.9% 10,888 $475K
Howe & Rusling Inc. 0.05% Reduce -35.0% 10,880 $475K
Naples Global Advisors, LLC 0.05% Reduce -10.4% 10,626 $473K
TFC Financial Management, Inc. 0.08% Reduce -0.2% 10,825 $472K
Chicago Partners Investment Group LLC 0.02% Add +4.5% 11,012 $472K
M Holdings Securities, Inc. 0.08% Reduce -37.9% 10,823 $472K
Lafayette Investments, Inc. 0.11% Reduce -10.4% 10,788 $471K
Wagner Wealth Management, LLC 0.14% Reduce -58.0% 10,777 $470K
Waldron Private Wealth LLC 0.02% Reduce -5.8% 10,520 $469K
Fee-Only Financial Planning, L.C. 0.32% No change 10,753 $469K
Deerfield Management Company, L.P. 0.01% Reduce -24.9% 10,739 $468K
Teamwork Financial Advisors, LLC 0.07% Add +6.9% 10,715 $467K
Wealth Architects, LLC 0.06% Reduce -1.2% 10,711 $467K
St. Louis Trust Co 0.07% No change 10,700 $467K
Fishman Jay A Ltd. 0.05% Add +2.1% 10,655 $465K
Quadcap Wealth Management, LLC 0.11% Reduce -17.0% 10,645 $464K
Atlas Brown,Inc. 0.17% Add +6.0% 10,630 $464K
VAUGHAN & Co SECURITIES, INC. 0.29% Reduce -0.6% 10,610 $463K
SkyOak Wealth, LLC 0.11% Reduce -0.7% 10,610 $463K
Jackson Hole Capital Partners, LLC 0.11% Reduce -14.5% 10,602 $462K
Cheviot Value Management, LLC 0.10% Add +1.4% 10,594 $462K
Monarch Capital Management Inc. 0.13% Reduce -1.8% 10,309 $460K
Schmidt P J Investment Management Inc. 0.09% Add +8.4% 10,506 $458K
Graypoint LLC 0.03% Add +12.9% 10,503 $458K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10,708 $456K
Journey Strategic Wealth LLC 0.02% Add +21.5% 10,423 $455K
Catalyst Financial Partners LLC 0.12% Reduce -5.0% 11,052 $454K
Strategic Financial Concepts, LLC 0.11% Add +82.1% 10,395 $453K
Peak Financial Advisors LLC 0.28% Add +0.3% 10,390 $453K
Jones Financial Companies LLLP 0.00% Add +60.7% 10,370 $452K
Droms Strauss Advisors Inc. /Mo/ 0.17% Reduce -0.0% 10,352 $452K
Vectors Research Management, LLC 0.13% Reduce -7.1% 10,371 $452K
Rodgers Brothers Inc. 0.06% Add +51.0% 10,360 $452K
Virtue Capital Management, LLC 0.08% Reduce -27.5% 10,911 $451K
Cladis Investment Advisory, LLC 0.33% No change 10,325 $450K
Gladstone Institutional Advisory LLC 0.02% Reduce -30.0% 10,305 $450K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.2% 10,283 $449K
Rwa Wealth Partners, LLC 0.01% Reduce -1.1% 10,277 $448K
MSH Capital Advisors LLC 0.16% Add +5.8% 10,274 $448K
KCM Investment Advisors LLC 0.02% Add +92.0% 10,249 $447K
Baker Tilly Wealth Management, LLC 0.08% Reduce -4.6% 10,226 $446K
Total Investment Management Inc. 0.06% Add +0.1% 10,219 $446K
Avidian Wealth Enterprises, LLC 0.02% Add +3.4% 10,213 $446K
MIdWestOne Financial Group, Inc. 0.08% No change 10,209 $445K
Essex Bank 0.13% No change 11,038 $445K
Hartline Investment Corp./ 0.08% New 10,184 $444K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +0.3% 10,184 $444K
WMS Partners, LLC 0.03% Add +7.2% 10,180 $444K
V2 Financial group LLC 0.30% Add +4.2% 10,166 $443K
Qsemble Capital Management, LP 0.10% New 10,154 $443K
San Luis Wealth Advisors LLC 0.23% Add +19.7% 10,122 $442K
Colonial Trust Co / SC 0.08% Add +27.0% 10,126 $442K
Parkside Financial Bank & Trust 0.07% Add +7.0% 10,110 $441K
Bangor Savings Bank 0.05% No change 10,099 $441K
LMCG Investments, LLC 0.03% Reduce -2.4% 10,092 $440K
Ted Buchan & Co 0.27% Add +46.9% 10,069 $439K
Parcion Private Wealth LLC 0.04% Reduce -7.4% 10,062 $439K
Wealth Dimensions Group, Ltd. 0.13% No change 10,059 $439K
Washington Trust Advisors, Inc. 0.04% Reduce -24.2% 10,018 $437K
State Farm Mutual Automobile Insurance Co. 0.00% No change 10,000 $436K
Meritage Portfolio Management 0.03% Add +0.6% 9,997 $436K
Loomis Sayles & Co. L P 0.00% Reduce -11.9% 9,996 $436K
Mosley Wealth Management 0.41% Reduce -1.3% 9,982 $435K
Summit Financial Group, Inc. 0.15% No change 9,950 $434K
Strategic Advisors LLC 0.09% Add +12.1% 9,937 $433K
Powers Advisory Group, LLC 0.25% Reduce -11.8% 9,933 $433K
Lake Street Advisors Group, LLC 0.02% Add +6.3% 9,700 $433K
KMG Fiduciary Partners, LLC 0.04% Reduce -83.0% 9,892 $431K
Legacy Advisors, LLC 0.05% Add +4.2% 9,888 $431K
Main Street Financial Solutions, LLC 0.05% Add +9.9% 9,858 $430K
Sowa Financial Group, Inc. 0.35% No change 10,652 $430K
Montag A & Associates Inc. 0.02% Reduce -11.1% 9,620 $429K
Ossiam 0.01% Reduce -66.6% 9,835 $429K
Montecito Bank & Trust 0.09% No change 9,831 $429K
Court Place Advisors, LLC 0.14% Reduce -3.9% 9,825 $429K
Cobblestone Asset Management LLC 0.29% No change 9,791 $427K
Benchmark Financial Wealth Advisors, LLC 0.16% Add +22.4% 9,788 $427K
TFB Advisors LLC 0.15% New 9,699 $425K
Advus Financial Partners, LLC 0.13% Reduce -6.1% 9,742 $425K
Winning Points Advisors, LLC 0.65% No change 10,532 $425K
Foster Group, Inc. 0.02% Reduce -25.5% 9,722 $424K
Raleigh Capital Management Inc. 0.18% Add +18.9% 9,721 $424K
Centennial Bank 0.22% Reduce -2.9% 9,714 $424K
Dover Advisors, LLC 0.29% Reduce -37.2% 9,705 $423K
Hendershot Investments Inc. 0.06% Reduce -3.2% 9,686 $423K
Galvin, Gaustad & Stein, LLC 0.04% New 9,646 $421K
Choate Investment Advisors 0.01% Add +1.5% 9,646 $421K
Eudaimonia Partners, LLC 0.10% Reduce -7.9% 9,626 $420K
Edge Capital Group, LLC 0.02% No change 9,622 $420K
FinTrust Capital Advisors, LLC 0.08% Reduce -62.2% 9,608 $419K
McElhenny Sheffield Capital Management, LLC 0.15% Add +2.2% 9,579 $418K
Conning Inc. 0.01% Add +9.8% 9,575 $418K
Pallas Capital Advisors LLC 0.02% New 9,570 $417K
Schnieders Capital Management LLC 0.09% No change 9,562 $417K
Orca Investment Management, LLC 0.39% Reduce -9.6% 9,560 $417K
NorthCoast Asset Management LLC 0.01% New 9,542 $416K
Symmetry Partners, LLC 0.03% No change 9,539 $416K
Successful Portfolios LLC 0.28% Reduce -11.4% 9,522 $415K
Investors Research Corp 0.10% Add +2.7% 9,469 $413K
Cutter & CO Brokerage, Inc. 0.10% Reduce -9.3% 9,461 $413K
Bedel Financial Consulting, Inc. 0.06% Add +0.0% 9,442 $412K
Leonteq Securities AG 0.06% Reduce -37.3% 9,419 $411K
AdvisorShares Investments LLC 0.08% Reduce -14.7% 9,382 $409K
Procyon Advisors, LLC 0.03% Add +3.0% 9,373 $409K
Smartleaf Asset Management LLC 0.08% Add +9.5% 9,364 $409K
D'Orazio & Associates, Inc. 0.07% Add +12.3% 9,354 $408K
Summit Financial, LLC 0.02% Add +41.0% 9,132 $407K
Acorn Wealth Advisors, LLC 0.21% Add +10.3% 9,306 $406K
Duncker Streett & Co. Inc. 0.08% Reduce -16.4% 9,301 $406K
Los Angeles Capital Management LLC 0.00% Reduce -2.0% 9,272 $404K
Home Federal Bank of Tennessee 0.13% No change 9,265 $404K
Fidelis Capital Partners, LLC 0.06% Add +24.5% 9,262 $404K
C2C Wealth Management, LLC 0.40% Reduce -4.1% 9,252 $404K
Advisor OS, LLC 0.05% Add +28.3% 9,230 $403K
Tocqueville Asset Management L.P. 0.01% Add +30.2% 9,202 $401K
Asset Allocation Strategies LLC 0.14% Add +2.1% 9,146 $399K
One Wealth Advisors, LLC 0.07% Add +5.1% 8,947 $399K
Canandaigua National Bank & Trust Co. 0.06% Reduce -9.9% 9,139 $399K
Skyline Advisors, Inc. 0.18% Add +0.0% 9,136 $399K
Indie Asset Partners, LLC 0.35% Add +0.4% 9,134 $398K
WASHINGTON TRUST Co 0.01% Add +0.1% 9,127 $398K
Sterling Investment Counsel, LLC 0.18% Add +2.9% 9,102 $397K
Oakworth Capital, Inc. 0.03% Reduce -14.2% 9,100 $397K
Staley Capital Advisers Inc. 0.02% No change 9,078 $396K
Guardian Capital Advisors LP 0.04% No change 9,600 $395K
Gratus Capital, LLC 0.02% Add +45.6% 9,038 $394K
CFO4Life Group, LLC 0.07% Add +0.1% 9,023 $394K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% No change 9,015 $393K
Blue Trust, Inc. 0.01% Reduce -68.6% 9,012 $393K
NJ State Employees Deferred Compensation Plan 0.05% No change 9,000 $393K
Anchor Investment Management, LLC 0.04% Reduce -2.3% 8,988 $392K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 8,969 $391K
Accredited Investors Inc. 0.03% Add +0.0% 8,959 $391K
Greatmark Investment Partners, Inc. 0.06% Reduce -2.7% 8,924 $389K
Clark Financial Services Group Inc. 0.47% Add +3.5% 8,924 $389K
Eagle Strategies LLC 0.09% New 8,917 $389K
Smallwood Wealth Investment Management, LLC 0.30% Add +0.3% 8,898 $388K
CVA Family Office, LLC 0.07% Add +10.2% 8,862 $387K
Twin City Private Wealth, LLC 0.38% — 8,647 $385K
Strait & Sound Wealth Management LLC 0.22% Reduce -1.0% 9,290 $385K
Wellington Shields & Co., LLC 0.13% No change 8,807 $384K
Stablepoint Partners, LLC 0.08% Add +12.8% 8,802 $384K
Cobblestone Capital Advisors LLC 0.02% Reduce -12.7% 8,743 $381K
Perritt Capital Management Inc 0.20% Add +3.4% 8,675 $378K
Optimum Investment Advisors 0.17% Add +4.0% 8,676 $378K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -21.7% 8,670 $378K
Paloma Partners Management Co 0.08% Reduce -13.5% 8,657 $378K
Sfmg, LLC 0.03% Add +0.2% 8,634 $377K
Alliance Wealth Advisors, LLC 0.24% Add +0.2% 8,608 $375K
Wealth Alliance, LLC 0.05% Reduce -0.9% 8,605 $375K
Titleist Asset Management, LLC 0.07% Reduce -43.3% 8,599 $375K
Modern Wealth Management, LLC 0.03% Add +18.0% 8,579 $374K
IFG Advisors, LLC 0.10% No change 8,525 $372K
Vantage Consulting Group Inc 0.24% Add +0.1% 8,512 $371K
Gerber, LLC 0.31% Reduce -23.9% 8,502 $371K
Harbour Trust & Investment Management Co 0.05% Reduce -15.1% 8,499 $371K
Dorsey & Whitney Trust CO LLC 0.03% Add +41.5% 8,494 $371K
Enzi Wealth 0.17% Reduce -3.8% 9,041 $370K
Sage Private Wealth Group, LLC 0.30% Reduce -15.4% 8,448 $369K
Bristlecone Advisors, LLC 0.03% Add +3.1% 8,440 $368K
Farmers Trust Co. 0.07% Reduce -1.3% 8,434 $368K
ERn Financial, LLC 0.06% Reduce -3.0% 8,432 $368K
Shulman DeMeo Asset Management LLC 0.10% Add +1.3% 8,399 $366K
WBH Advisory Inc. 0.04% Add +2.8% 8,375 $365K
Stephens Consulting, LLC 0.11% Reduce -8.1% 8,366 $365K
Debussy Capital Management LP 0.11% Reduce -5.5% 8,125 $365K
Birmingham Capital Management Co. Inc. 0.13% No change 8,363 $365K
FourThought Financial Partners, LLC 0.04% Add +0.1% 8,346 $364K
Beacon Capital Management, LLC 0.07% Add +48.9% 8,345 $364K
Philip James Wealth Mangement, LLC 0.26% Reduce -11.8% 8,335 $364K
Armstrong Advisory Group, Inc. 0.04% No change 8,936 $360K
Wedmont Private Capital 0.03% Add +10.7% 8,555 $360K
Holderness Investments Co. 0.09% Add +0.1% 8,236 $359K
Centiva Capital, LP 0.02% Reduce -34.1% 8,221 $359K
Rovin Capital /Ut/ 0.15% New 8,180 $357K
First Western Trust Bank 0.02% Reduce -33.1% 8,168 $356K
Voya Financial Advisors, Inc. 0.04% Add +1.1% 8,150 $356K
Financial Perspectives, Inc 0.13% Add +0.0% 8,151 $356K
Midwest Heritage Bank, FSB 0.19% Reduce -2.1% 8,150 $355K
Bouchey Financial Group, Ltd. 0.03% Add +1.6% 8,103 $354K
First Business Financial Services, Inc. 0.04% Add +6.6% 8,116 $354K
Sovereign Financial Group, Inc. 0.09% Add +0.3% 8,093 $353K
Evoke Wealth, LLC 0.01% New 7,915 $353K
IMS Capital Management 0.16% Reduce -43.7% 8,069 $352K
Old Second National Bank of Aurora 0.09% Add +1.3% 8,069 $352K
Fidelity D & D Bancorp Inc. 0.26% Reduce -16.6% 8,016 $350K
SP Asset Management LLC 0.03% Add +0.5% 8,007 $349K
Reaves W H & Co. Inc. 0.01% No change 8,000 $349K
Bank Ozk 0.16% Reduce -9.2% 8,000 $349K
Baader Bank Aktiengesellschaft 0.03% Reduce -14.8% 8,000 $349K
ORG Partners LLC 0.66% Reduce -85.7% 8,061 $348K
Sentry LLC 0.07% No change 7,987 $348K
GeoWealth Management, LLC 0.01% Add +20.8% 7,981 $348K
Councilmark Asset Management, LLC 0.25% — 7,966 $347K
Cravens & Co Advisors, LLC 0.29% Reduce -4.5% 7,963 $347K
Azimuth Capital Investment Management LLC 0.01% No change 7,950 $347K
Keystone Financial Group 0.05% Add +39.7% 7,938 $346K
Equitable Trust Co. 0.02% Add +8.7% 7,898 $345K
MBA Advisors LLC 0.18% Add +47.0% 7,885 $344K
Pflug Koory, LLC 0.02% Add +0.2% 7,876 $344K
Harvey Investment Co. LLC 0.04% No change 7,833 $342K
Davis R M Inc. 0.01% Reduce -16.3% 7,787 $340K
PDS Planning, Inc 0.04% Reduce -10.0% 7,761 $339K
Pinnacle Bancorp, Inc. 0.10% Add +16.5% 7,759 $338K
Cohen Investment Advisors LLC 0.22% Reduce -4.1% 7,750 $338K
Centennial Wealth Advisory LLC 0.16% Reduce -11.5% 7,744 $338K
Bellecapital International Ltd. 0.08% New 7,718 $337K
Evanson Asset Management, LLC 0.03% Reduce -35.9% 7,707 $336K
Whalerock Point Partners, LLC 0.09% Add +5.5% 7,702 $336K
Trek Financial, LLC 0.03% Reduce -47.9% 7,692 $336K
Linscomb Wealth, Inc. 0.02% Reduce -14.8% 7,654 $334K
Ellis Investment Partners, LLC 0.07% Add +10.5% 7,651 $334K
Hills Bank & Trust Co 0.03% Add +4.7% 7,646 $334K
WealthPlan Investment Management, LLC 0.05% Add +15.7% 7,637 $333K
Angeles Wealth Management, LLC 0.03% New 7,633 $333K
Grandfield & Dodd, LLC 0.02% No change 7,603 $332K
Callahan Advisors, LLC 0.03% Add +15.4% 7,589 $331K
Holland Advisory Services, Inc. 0.36% Add +2.5% 7,549 $329K
Wealth Quarterback LLC 0.18% Add +0.1% 7,534 $329K
Plancorp, LLC 0.01% Reduce -7.2% 7,526 $328K
Smith Anglin Financial, LLC 0.03% Add +1.6% 7,495 $327K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -9.6% 7,476 $326K
CI Investments Inc. 0.00% Add +50.3% 7,485 $326K
Steward Partners Investment Solutions, LLC 0.05% New 7,441 $325K
Pure Financial Advisors, LLC 0.01% Add +3.0% 7,441 $325K
Robertson Stephens Wealth Management, LLC 0.02% Add +17.3% 7,256 $324K
Cowa, LLC 0.19% No change 5,797 $323K
King Wealth Management Group 0.06% Add +13.0% 7,369 $321K
Total Clarity Wealth Management, Inc. 0.11% Reduce -22.4% 7,339 $320K
AlphaStar Capital Management, LLC 0.03% New 7,323 $319K
First Financial Bank - Trust Division 0.03% Add +7.1% 7,317 $319K
TCI Wealth Advisors, Inc. 0.03% Reduce -3.4% 7,299 $318K
Citizens Business Bank 0.07% New 7,285 $318K
Algert Global LLC 0.01% New 7,270 $317K
Howland Capital Management LLC 0.02% Reduce -0.3% 7,109 $317K
Centerpoint Advisors, LLC 0.12% Add +0.1% 7,253 $316K
Smith Shellnut Wilson LLC 0.17% Add +1.1% 7,240 $316K
Valmark Advisers, Inc. 0.01% Add +0.8% 7,224 $315K
Blue Chip Partners, LLC 0.03% Reduce -3.9% 7,203 $314K
EPG Wealth Management LLC 0.08% Reduce -6.7% 7,189 $314K
Taylor Financial Group, Inc. 0.24% Reduce -1.6% 7,174 $313K
Heritage Wealth Management, LLC 0.16% New 7,165 $313K
D. Scott Neal, Inc. 0.20% No change 7,000 $312K
Community Trust & Investment Co. 0.02% No change 7,130 $311K
TrinityPoint Wealth, LLC 0.05% Reduce -33.5% 7,129 $311K
Angeles Investment Advisors, LLC 0.02% Add +15.3% 7,107 $310K
Cypress Wealth Services, LLC 0.07% Reduce -10.4% 7,097 $310K
CW Advisors, LLC 0.01% Reduce -42.8% 7,034 $307K
McGlone Suttner Wealth Management, Inc. 0.06% Add +11.0% 7,027 $307K
RFP Financial Group LLC 0.12% Add +4.3% 7,020 $306K
Summit Wealth Partners, LLC 0.07% Add +0.4% 7,010 $306K
Callan Capital, LLC 0.03% Add +33.3% 7,003 $305K
Yarger Wealth Strategies, LLC 0.21% Add +2.6% 7,000 $305K
OmniStar Financial Group, Inc. 0.28% Reduce -83.5% 6,999 $305K
Byrne Asset Management LLC 0.25% New 6,975 $304K
Berger Financial Group, Inc 0.03% Reduce -7.5% 6,971 $304K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -4.9% 6,970 $304K
Silver Coast Investments LLC 0.12% Reduce -0.6% 6,949 $303K
CHICAGO TRUST Co NA 0.06% Add +7.8% 6,942 $303K
Woodard & Co. Asset Management Group Inc. 0.08% Reduce -14.1% 6,925 $302K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.0% 6,899 $301K
GYL Financial Synergies, LLC 0.02% Add +5.3% 6,889 $300K
Avestar Capital, LLC 0.03% New 6,875 $300K
Gladius Capital Management LP 0.30% Reduce -48.6% 6,871 $300K
Delta Investment Management, LLC 0.07% Reduce -5.3% 6,866 $299K
Renaissance Group LLC 0.01% New 6,837 $298K
Telos Capital Management, Inc. 0.03% Reduce -20.4% 6,820 $297K
Allen Capital Group, LLC 0.04% Add +13.2% 6,806 $297K
RS Crum Inc. 0.08% No change 6,805 $297K
HHM Wealth Advisors, LLC 0.05% Reduce -5.5% 6,800 $297K
Wells Trecaso Financial Group, LLC 0.10% No change 6,787 $296K
PFG Advisors 0.02% Add +4.4% 6,782 $296K
Prairiewood Capital, LLC 0.14% Add +4.3% 6,771 $295K
Register Financial Advisors LLC 0.15% Reduce -1.8% 6,756 $295K
Quintet Private Bank (Europe) S.A. 0.01% Add +273.2% 5,897 $294K
Capital Analysts, LLC 0.01% Reduce -23.9% 6,740 $294K
Zullo Investment Group, Inc. 0.14% Add +2.7% 6,738 $294K
LRI Investments, LLC 0.07% — 6,718 $293K
Prossimo Advisors, LLC 0.57% Reduce -12.4% 6,728 $293K
CAP Partners, LLC 0.26% Add +3.5% 6,683 $291K
Almanack Investment Partners, LLC. 0.05% Add +5.4% 6,655 $290K
Mayfair Advisory Group, LLC 0.21% Add +1.6% 6,655 $290K
Investment Advisory Group, LLC 0.12% Reduce -8.1% 6,616 $289K
Peregrine Asset Advisers, Inc. 0.11% No change 6,595 $288K
Eudaimonia Advisors LLC 0.15% Reduce -2.4% 6,584 $287K
Ranch Capital Advisors Inc. 0.15% Add +0.0% 6,505 $286K
Lane & Associates LLC 0.18% Reduce -11.7% 6,554 $286K
MV Capital Management, Inc. 0.03% Add +8.6% 6,549 $286K
Manchester Capital Management LLC 0.04% Add +1.8% 6,548 $286K
Abbrea Capital, LLC 0.04% Reduce -3.3% 6,390 $285K
Northwest Bancshares, Inc. 0.04% Reduce -24.1% 6,528 $285K
Supplemental Annuity Collective Trust of NJ 0.09% No change 6,500 $284K
Peoples Financial Services Corp. 0.12% No change 6,497 $283K
Wendell David Associates Inc. 0.03% Reduce -5.2% 6,450 $281K
Well Done, LLC 0.06% New 6,418 $280K
Aprio Wealth Management, LLC 0.05% New 6,403 $279K
Arden Trust Co 0.04% No change 6,402 $279K
River Street Advisors LLC 0.19% No change 6,394 $279K
First County Bank 0.14% Reduce -1.4% 6,376 $278K
LaSalle St. Investment Advisors, LLC 0.16% New 6,534 $278K
Clarus Group, Inc. 0.19% Add +0.1% 6,357 $277K
Carson Advisory Inc. 0.19% Add +4.2% 6,343 $277K
LJI Wealth Management, LLC 0.07% Reduce -13.2% 6,336 $276K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -0.2% 6,331 $276K
Fragasso Financial Advisors Inc 0.02% New 6,322 $276K
West Bancorporation Inc. 0.18% Reduce -2.9% 6,279 $274K
Caldwell Sutter Capital, Inc. 0.13% Reduce -9.0% 6,272 $274K
Triangle Securities Wealth Management 0.08% Add +1.0% 6,252 $273K
Tompkins Financial Corp. 0.03% Reduce -0.7% 6,252 $273K
Sax Wealth Advisors, LLC 0.03% Reduce -9.9% 6,246 $272K
Lifeworks Advisors, LLC 0.08% Reduce -5.4% 6,226 $272K
Gries Financial LLC 0.05% Reduce -15.0% 6,183 $270K
Claro Advisors Inc. 0.05% Add +7.7% 6,178 $270K
Trustmark Bank Trust Department 0.02% Add +4.6% 6,175 $269K
Augustine Asset Management Inc. 0.11% Add +0.5% 6,172 $269K
Opal Wealth Advisors, LLC 0.09% Reduce -16.4% 6,172 $269K
Premier Path Wealth Partners, LLC 0.05% Reduce -15.8% 6,145 $268K
Frisch Financial Group, Inc. 0.09% Reduce -2.5% 6,140 $268K
Northeast Financial Group, Inc. 0.12% No change 6,133 $268K
First American Trust, FSB 0.03% New 6,123 $267K
Accuvest Global Advisors 0.12% No change 6,116 $267K
Tsfg, LLC 0.07% Reduce -7.8% 6,110 $267K
Keeley-Teton Advisors, LLC 0.03% No change 6,120 $267K
Kapitalo Investimentos Ltda 0.06% Reduce -69.3% 6,119 $267K
Silvant Capital Management LLC 0.01% No change 5,966 $266K
Fortitude Advisory Group L.L.C. 0.15% Reduce -2.4% 6,095 $266K
Aerodigm Wealth, LLC 0.11% New 6,095 $266K
Firethorn Wealth Partners, LLC 0.16% New 6,088 $266K
Defender Capital, LLC. 0.09% No change 6,086 $265K
Physicians Financial Services, Inc. 0.09% No change 6,079 $265K
Tandem Investment Advisors, Inc. 0.01% Reduce -7.2% 6,086 $265K
DGS Capital Management, LLC 0.08% New 6,071 $265K
Financial Advocates Investment Management 0.02% Reduce -8.7% 6,070 $265K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -8.1% 6,045 $264K
Towerpoint Wealth, LLC 0.13% Add +0.7% 6,038 $263K
Smith Salley Wealth Management 0.02% New 6,037 $263K
Hall Capital Management Co. Inc. 0.13% Reduce -0.8% 6,025 $263K
Smith Chas P & Associates Pa Cpas 0.02% New 6,023 $263K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 6,023 $263K
Affinity Capital Advisors, LLC 0.06% Add +0.4% 5,991 $261K
Vicus Capital 0.02% Reduce -6.2% 5,985 $261K
Center for Financial Planning, Inc. 0.04% Reduce -0.8% 5,984 $261K
Donaldson Capital Management, LLC 0.01% No change 5,974 $261K
Charles Schwab Trust Co 0.02% Reduce -46.3% 5,964 $260K
Wambolt & Associates, LLC 0.08% Reduce -7.5% 6,009 $260K
Compound Planning, Inc. 0.02% Add +7.2% 5,953 $260K
1900 Wealth Management LLC 0.02% Reduce -30.3% 5,952 $260K
Simplex Trading, LLC 0.01% New 5,957 $259K
Beck Mack & Oliver LLC 0.01% No change 5,928 $259K
Summit X, LLC 0.07% Reduce -0.3% 5,896 $257K
JSF Financial, LLC 0.08% Reduce -2.6% 5,900 $257K
Schrum Private Wealth Management LLC 0.23% Add +1.9% 5,895 $257K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -5.9% 5,880 $256K
Stratos Investment Management, LLC 0.03% Reduce -58.3% 5,879 $256K
EverSource Wealth Advisors, LLC 0.02% Add +30.0% 5,820 $255K
Kornitzer Capital Management Inc. 0.00% Add +1.4% 5,830 $254K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -0.0% 5,800 $253K
SignalPoint Asset Management, LLC 0.07% New 5,803 $253K
Howard Financial Services, LTD. 0.04% Reduce -0.6% 5,801 $253K
EHP Funds Inc. 0.17% Reduce -26.6% 5,800 $253K
Yacktman Asset Management 0.00% No change 5,800 $253K
Mill Creek Capital Advisors, LLC 0.01% Reduce -5.2% 5,798 $253K
Trustco Bank Corp. N Y 0.26% Reduce -1.1% 5,785 $252K
Aberdeen Wealth Management LLC 0.15% No change 5,785 $252K
Vestor Capital, LLC 0.02% Add +15.8% 5,781 $252K
Edgemoor Investment Advisors, Inc. 0.02% Add +0.7% 5,777 $252K
Trust Point Inc. 0.02% Reduce -68.7% 5,776 $252K
ZWJ Investment Counsel Inc. 0.01% No change 5,775 $252K
N.E.W. Advisory Services LLC 0.03% Add +10.2% 5,772 $252K
Resonant Capital Advisors, LLC 0.02% New 5,626 $251K
Manchester Financial Inc. 0.07% Reduce -0.2% 5,750 $251K
Sage Mountain Advisors LLC 0.03% New 5,750 $251K
Bar Harbor Wealth Management 0.02% Reduce -6.8% 5,750 $251K
Connable Office Inc. 0.03% No change 5,746 $251K
First United Bank & Trust 0.09% Reduce -2.5% 5,736 $250K
Retirement Group, LLC 0.09% Add +0.1% 5,715 $249K
Truvestments Capital LLC 0.10% Reduce -12.9% 5,710 $249K
Ervin Investment Management, LLC 0.17% No change 5,700 $249K
Arrow Financial Corp 0.02% Reduce -3.8% 5,700 $249K
International Private Wealth Advisors LLC 0.48% New 5,668 $247K
Princeton Global Asset Management LLC 0.06% Reduce -3.4% 5,661 $247K
American Institute for Advanced Investment Management, LLP 0.20% No change 5,660 $247K
TrueWealth Advisors, LLC 0.10% Add +10.0% 5,657 $247K
Tritonpoint Wealth, LLC 0.03% Reduce -43.0% 3,479 $247K
Calton & Associates, Inc. 0.12% Add +13.5% 5,650 $246K
Prostatis Group LLC 0.09% Add +11.9% 5,645 $246K
Bienville Capital Management, LLC 0.07% No change 5,500 $245K
Atlantic Edge Private Wealth Management, LLC 0.08% Add +864.5% 5,623 $245K
Astoria Portfolio Advisors LLC. 0.09% Reduce -27.2% 5,981 $245K
Bremer Bank National Association 0.05% Add +2.0% 5,579 $243K
Requisite Capital Management, LLC 0.05% No change 5,440 $243K
HC Advisors, LLC 0.12% Add +0.3% 5,559 $242K
WMG Financial Advisors, LLC 0.14% New 5,555 $242K
Van Hulzen Asset Management, LLC 0.02% Reduce -9.8% 5,544 $242K
NBW Capital LLC 0.05% New 5,544 $242K
Barlow Wealth Partners, LLC 0.03% No change 5,874 $241K
Midwest Financial Group LLC 0.16% Reduce -3.5% 5,525 $241K
Concorde Asset Management, LLC 0.16% Reduce -14.0% 5,528 $241K
CRA Financial Services, LLC 0.05% Reduce -5.5% 5,520 $241K
Regent Peak Wealth Advisors LLC 0.06% Reduce -11.0% 5,518 $241K
Legacy Financial Advisors, Inc. 0.04% Reduce -4.4% 5,498 $240K
Sage Investment Advisers LLC 0.27% Reduce -1.4% 5,493 $240K
Fort, L.P. 0.60% Reduce -6.7% 5,471 $239K
Harbor Investment Advisory, LLC 0.02% Add +0.7% 5,468 $239K
TD Private Client Wealth LLC 0.01% Reduce -5.5% 5,468 $239K
Mather Group, Llc. 0.00% Reduce -6.6% 5,901 $238K
West Coast Financial LLC 0.03% No change 5,450 $238K
Fort Point Capital Partners LLC 0.03% New 5,441 $237K
Letson Investment Management, Inc. 0.10% No change 5,440 $237K
Fairfield, Bush & Co. 0.14% No change 5,440 $237K
Great Waters Wealth Management 0.04% No change 5,437 $237K
Americana Partners, LLC 0.02% New 5,434 $237K
Birch Hill Investment Advisors LLC 0.01% No change 5,400 $236K
Van Cleef Asset Management,Inc 0.03% Add +0.1% 5,383 $235K
Fiduciary Family Office, LLC 0.09% New 5,380 $235K
Cordgrass Capital Advisors, LLC 0.07% Add +0.7% 5,376 $235K
Schechter Investment Advisors, LLC 0.02% Reduce -1.3% 5,374 $234K
Cubic Asset Management, LLC 0.06% No change 5,368 $234K
Councilor Wealth, LLC 0.12% Add +2.4% 5,367 $234K
West Family Investments, Inc. 0.07% New 5,362 $234K
626 Financial, LLC 0.14% No change 5,355 $234K
UNIVEST FINANCIAL Corp 0.07% Reduce -5.3% 5,330 $232K
1ST Source Bank 0.01% Reduce -8.8% 5,327 $232K
Bank of Hawaii 0.01% New 5,324 $232K
Stelac Advisory Services LLC 0.11% New 5,200 $232K
Hemenway Trust Co LLC 0.02% Reduce -12.6% 5,300 $231K
Compton Financial Group, LLC 0.08% Reduce -13.0% 5,294 $231K
Journey Advisory Group, LLC 0.03% Add +3.9% 5,287 $231K
American National Bank & Trust 0.03% Add +117.5% 5,260 $229K
Mosaic Financial Group, LLC 0.18% — 5,259 $229K
Novak & Powell Financial Services, Inc. 0.17% New 5,243 $229K
HTLF Bank 0.03% Reduce -5.2% 5,239 $229K
Sivia Capital Partners, LLC 0.16% New 5,236 $228K
Ingalls & Snyder LLC 0.01% Reduce -4.0% 5,231 $228K
Gratus Wealth Advisors, LLC 0.04% Reduce -6.7% 5,510 $228K
FAS Wealth Partners, Inc. 0.02% Reduce -5.7% 5,201 $227K
AXS Investments LLC 0.05% Add +5.5% 5,185 $226K
Richardson Financial Services Inc. 0.16% Add +7.7% 5,184 $226K
Enterprise Financial Services Corp 0.14% New 5,183 $226K
Executive Wealth Management, LLC 0.02% Reduce -5.3% 5,231 $226K
Wayfinding Financial, LLC 0.13% New 5,110 $226K
Act Wealth Management, LLC 0.11% New 5,168 $225K
Guyasuta Investment Advisors Inc. 0.02% No change 5,573 $225K
J. L. Bainbridge & Co., Inc. 0.02% No change 5,145 $224K
Abacus Planning Group, Inc. 0.04% New 5,140 $224K
OMC Financial Services LTD 0.11% — 5,126 $224K
Capital Investment Counsel, Inc 0.04% No change 5,127 $224K
Stegent Equity Advisors, Inc. 0.23% New 5,118 $223K
Archer Investment Corp 0.07% Add +0.6% 5,116 $223K
Smithfield Trust Co 0.01% No change 5,110 $223K
Nicolet Bankshares Inc. 0.05% No change 5,110 $223K
Toth Financial Advisory Corp. 0.03% Reduce -0.6% 5,095 $222K
GFS Advisors, LLC 0.04% No change 5,092 $222K
First Financial Corp. 0.11% Reduce -30.4% 5,078 $221K
Invst, LLC 0.03% Reduce -72.0% 5,109 $221K
Institute for Wealth Management, LLC. 0.03% Reduce -2.5% 5,062 $221K
Traphagen Investment Advisors LLC 0.02% New 5,058 $221K
JB Capital LLC 0.01% New 5,055 $221K
Mairs & Power Inc. 0.00% Add +0.1% 5,043 $220K
Signal Advisors Wealth, LLC 0.05% New 5,028 $219K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -67.6% 5,025 $219K
Rockland Trust Co. 0.01% Reduce -1.0% 5,014 $219K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% New 5,002 $218K
Forthright Family Wealth Advisory LLC 0.15% No change 5,000 $218K
Alta Advisers Ltd 0.11% No change 5,000 $218K
Atlas Wealth Partners, LLC 1.18% New 4,968 $218K
Greenhouse Wealth Management, LLC 0.16% No change 4,992 $218K
WealthTrust Axiom LLC 0.07% No change 4,979 $217K
Webster Bank, N. A. 0.02% Reduce -9.2% 4,963 $216K
Long Run Wealth Advisors, LLC 0.06% New 4,955 $216K
Northwest Wealth Management, LLC 0.06% New 4,950 $216K
Beacon Investment Advisory Services, Inc. 0.01% New 4,949 $216K
Vantage Financial Partners, LLC 0.06% Reduce -1.9% 4,931 $215K
Pointe Capital Management LLC 0.13% New 4,926 $215K
Marex Group Ltd 0.01% Reduce -99.5% 4,921 $215K
Mechanics Financial Corp 0.11% No change 4,915 $214K
Atlas Private Wealth Management, LLC 0.09% Reduce -7.5% 4,901 $214K
Barry Investment Advisors, LLC 0.07% Add +1.1% 4,899 $214K
Northcape Wealth Management, LLC 0.08% Reduce -51.7% 4,882 $213K
Woodmont Investment Counsel LLC 0.02% New 4,866 $212K
Obermeyer Wealth Partners 0.01% Reduce -10.0% 4,863 $212K
Sonata Capital Group Inc. 0.10% New 4,864 $212K
Atwood & Palmer Inc. 0.02% Add +0.8% 4,845 $211K
MBL Wealth, LLC 0.02% Reduce -17.1% 4,844 $211K
Royal Fund Management, LLC 0.02% Reduce -11.6% 4,833 $211K
Broderick Brian C 0.04% New 4,822 $210K
Sharp Wealth Advisory, LLC 0.19% New 4,804 $210K
NWF Advisory Services Inc. 0.04% New 4,801 $209K
Monetary Management Group Inc. 0.06% Reduce -42.9% 4,800 $209K
Diversified, LLC 0.03% New 4,783 $209K
State of Wyoming 0.03% Reduce -2.9% 4,777 $208K
Legacy Capital Wealth Partners, LLC 0.15% New 4,510 $208K
Tarbox Family Office, Inc. 0.04% New 4,755 $207K
Country Club Bank 0.01% New 4,740 $207K
Rakuten Securities, Inc. 0.09% Reduce -51.5% 4,729 $206K
William Allan Corp 0.14% New 4,731 $206K
Next Capital Management LLC 0.08% New 4,722 $206K
Diametric Capital, LP 0.12% New 4,721 $206K
FWG Investments, LLC. 0.22% New 4,721 $206K
Lakeridge Wealth Management LLC 0.13% New 4,712 $206K
FSA Advisors, Inc. 0.22% New 4,712 $206K
Jeppson Wealth Management, LLC 0.08% Reduce -16.6% 4,710 $205K
Driehaus Capital Management LLC 0.00% Reduce -25.1% 4,703 $205K
Beam Wealth Advisors, Inc. 0.12% New 4,700 $205K
Worth Asset Management, LLC 0.13% New 4,699 $205K
Larson Financial Group LLC 0.02% Add +83.6% 4,692 $205K
WealthShield Partners, LLC 0.03% Reduce -9.3% 4,589 $205K
Emprise Bank 0.14% — 4,690 $205K
World Investment Advisors 0.03% New 4,670 $204K
Weaver Consulting Group 0.08% New 4,670 $204K
Simon Quick Advisors, LLC 0.02% New 4,659 $203K
Concord Wealth Partners 0.04% Reduce -31.0% 4,658 $203K
Proficio Capital Partners LLC 0.02% Reduce -8.4% 4,652 $203K
Blankinship & Foster, LLC 0.05% New 4,652 $203K
Clear Harbor Asset Management, LLC 0.02% New 4,640 $202K
Murphy, Middleton, Hinkle & Parker, Inc. 0.12% New 4,625 $202K
Perennial Investment Advisors, LLC 0.03% Reduce -7.5% 4,623 $202K
First Heartland Consultants, Inc. 0.02% Reduce -18.0% 4,597 $201K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.5% 4,822 $201K
Coastline Trust Co 0.02% New 4,600 $201K
Soltis Investment Advisors LLC 0.02% Reduce -43.6% 4,598 $201K
Elmwood Wealth Management, Inc. 0.09% New 4,597 $201K
Creative Financial Designs Inc. 0.02% Reduce -37.8% 4,587 $200K
Johnson & White Wealth Management, LLC 0.15% New 4,577 $200K
Operose Advisors LLC 0.07% Add +938.6% 4,570 $199K
V-Square Quantitative Management LLC 0.03% No change 4,363 $190K
Garde Capital, Inc. 0.01% Add +14.4% 4,369 $190K
PFS Partners, LLC 0.12% Add +14.1% 4,183 $182K
City Holding Co. 0.03% Reduce -15.8% 4,178 $182K
Slocum, Gordon & Co LLP 0.13% No change 4,150 $181K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.4% 3,995 $174K
Ceeto Capital Group, LLC 0.07% Reduce -56.2% 3,900 $174K
Janiczek Wealth Management, LLC 0.04% Add +7.0% 3,767 $168K
Laurel Wealth Advisors LLC 0.03% Add +27.6% 3,826 $167K
Future Financial Wealth Managment LLC 0.13% New 3,812 $166K
Chilton Capital Management LLC 0.01% Add +33.2% 3,799 $166K
Union Savings Bank 0.08% Add +1.8% 3,690 $161K
DT Investment Partners, LLC 0.02% Reduce -33.4% 3,662 $160K
Westside Investment Management, Inc. 0.04% Reduce -14.1% 3,650 $159K
LGT Financial Advisors LLC 0.18% No change 3,600 $157K
Foster Dykema Cabot & Partners, LLC 0.01% No change 3,500 $156K
Mb, Levis & Associates, LLC 0.08% Add +1.7% 3,574 $156K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 3,550 $155K
Bellevue Asset Management, LLC 0.09% Add +0.4% 3,552 $155K
Piscataqua Savings Bank 0.14% No change 3,547 $155K
Financial Management Professionals, Inc. 0.02% Reduce -46.1% 3,511 $153K
Abich Financial Wealth Management LLC 0.12% Add +61.3% 3,487 $152K
Indiana Trust & Investment Management Co 0.06% No change 3,473 $151K
Acima Private Wealth, LLC 0.06% No change 3,452 $151K
Eagle Bay Advisors LLC 0.09% No change 3,330 $149K
Carolinas Wealth Consulting LLC 0.03% Reduce -91.8% 3,322 $148K
BKM Wealth Management, LLC 0.06% Add +111.2% 3,384 $148K
St Germain D J Co. Inc. 0.01% Reduce -19.5% 3,379 $147K
Adirondack Trust Co. 0.06% No change 3,379 $147K
Sound Income Strategies, LLC 0.01% Reduce -23.1% 3,362 $147K
Cherry Tree Wealth Management, LLC 0.04% No change 3,345 $146K
Sugarloaf Wealth Management, LLC 0.03% Reduce -10.4% 3,344 $146K
Capital Advisors, Ltd. LLC 0.02% Add +2.6% 3,330 $145K
Northwest Investment Counselors, LLC 0.04% New 3,306 $144K
Resources Management Corp. /CT/ 0.02% Reduce -5.8% 3,270 $143K
Aspire Private Capital, LLC 0.04% Add +0.8% 3,165 $138K
American Capital Advisory, LLC 0.12% Reduce -10.7% 3,048 $136K
Venturi Wealth Management, LLC 0.01% Reduce -9.9% 3,062 $134K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -14.3% 3,051 $133K
Laurion Capital Management LP 0.00% Reduce -99.1% 3,050 $133K
AlphaMark Advisors, LLC 0.05% No change 3,018 $132K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,000 $131K
Key Financial Inc 0.03% No change 2,998 $131K
Pittenger & Anderson Inc. 0.01% Add +5.8% 2,963 $129K
Tanglewood Legacy Advisors, LLC 0.06% No change 2,931 $128K
Planning Capital Management Corp 0.09% Add +11.3% 2,904 $127K
Cypress Capital Management LLC (WY) 0.14% No change 2,900 $126K
JFS Wealth Advisors, LLC 0.01% Reduce -3.7% 2,889 $126K
M&R Capital Management Inc. 0.03% Reduce -16.3% 2,854 $124K
Tucker Asset Management LLC 0.03% Reduce -12.4% 2,832 $124K
GPS Wealth Strategies Group, LLC 0.02% Reduce -4.0% 2,789 $122K
Albion Financial Group 0.01% Add +49.1% 2,767 $121K
FSC Wealth Advisors, LLC 0.08% Add +1.4% 2,756 $120K
West Oak Capital, LLC 0.05% No change 2,740 $120K
Kelly Lawrence W & Associates Inc. 0.03% No change 2,715 $118K
NCP Inc. 0.08% — 2,700 $118K
RE Dickinson Investment Advisors, LLC 0.07% No change 2,520 $110K
Nabity-Jensen Investment Management Inc 0.09% No change 2,500 $109K
Park Place Capital Corp 0.04% Add +1.2% 2,496 $109K
Central Bank & Trust Co. 0.02% Reduce -0.4% 2,489 $109K
Roble, Belko & Company, Inc 0.02% No change 2,485 $108K
CNB Bank 0.05% Reduce -8.7% 2,460 $107K
Gen-Wealth Partners Inc 0.05% — 2,441 $106K
Jackson, Grant Investment Advisers, Inc. 0.04% Reduce -32.8% 2,435 $106K
Sachetta, LLC 0.05% No change 2,572 $106K
Edmond DE Rothschild Holding S.A. 0.00% Add +18.4% 2,409 $105K
Field & Main Bank 0.04% No change 2,400 $105K
GHP Investment Advisors, Inc. 0.01% Reduce -8.2% 2,383 $104K
Bank of New Hampshire 0.03% No change 2,320 $101K
Pinnacle Holdings, LLC 0.04% New 2,319 $101K
Navera Investment Management Ltd. 0.00% No change 2,300 $100K
Benjamin Edwards Inc. 0.02% Reduce -53.7% 2,302 $100K
Plante Moran Financial Advisors, LLC 0.01% Reduce -65.7% 2,287 $100K
Norwood Financial Corp 0.14% No change 2,281 $99K
Burkett Financial Services, LLC 0.05% Add +2.3% 2,279 $99K
Kelly Financial Services LLC 0.04% Add +11.7% 2,275 $99K
Pin Oak Investment Advisors Inc. 0.10% No change 2,270 $99K
Highlander Capital Management, LLC 0.04% No change 2,237 $98K
Avion Wealth 0.03% Add +9.1% 2,220 $97K
Quarry LP 0.04% Reduce -5.2% 2,185 $95K
Hazlett, Burt & Watson, Inc. 0.06% Add +12.1% 2,150 $95K
Missouri Trust & Investment Co 0.04% No change 2,100 $92K
Sanctuary Wealth Management, L.L.C. 0.07% No change 2,055 $90K
Bfsg, LLC 0.01% Add +6.7% 2,043 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +409.0% 1,975 $88K
Arax Advisory Partners 0.01% Add +6.2% 2,007 $88K
Game Plan Financial Advisors, LLC 0.05% No change 2,000 $87K
ADAR1 Capital Management, LLC 0.02% Reduce -66.7% 2,000 $87K
Security National Bank 0.01% Reduce -13.7% 1,957 $85K
DiNuzzo Private Wealth, Inc. 0.01% Add +4514.3% 1,938 $85K
Motco 0.01% No change 1,935 $84K
Evermay Wealth Management LLC 0.01% Reduce -33.2% 1,879 $83K
Addison Advisors LLC 0.03% Reduce -23.0% 1,888 $82K
Global Assets Advisory, LLC 0.05% New 1,885 $81K
Pathway Financial Advisers, LLC 0.03% Add +6.0% 1,847 $81K
WR Wealth Planners, LLC 0.02% New 1,836 $80K
Basso Capital Management, L.P. 0.07% No change 1,814 $79K
Glass Jacobson Investment Advisors llc 0.03% Reduce -4.9% 1,813 $79K
Thompson Investment Management, Inc. 0.01% Add +20.5% 1,764 $77K
Gradient Investments LLC 0.00% Reduce -65.8% 1,751 $76K
Wetzel Investment Advisors, Inc. 0.04% No change 1,771 $73K
Sittner & Nelson, LLC 0.04% No change 1,665 $73K
Prestige Wealth Management Group LLC 0.02% Reduce -31.9% 1,624 $72K
New England Capital Financial Advisors LLC 0.04% Add +2.2% 1,608 $70K
Proffitt & Goodson Inc. 0.01% Add +59.0% 1,603 $70K
Pacific Center for Financial Services 0.02% Reduce -7.5% 1,602 $70K
Spectrum Wealth Counsel, LLC 0.01% Reduce -20.9% 1,598 $70K
Community Bank, N.A. 0.01% Reduce -54.9% 1,595 $70K
Granite FO LLC 0.04% No change 1,302 $69K
Cranbrook Wealth Management, LLC 0.02% Reduce -10.2% 1,567 $68K
S.A. Mason LLC 0.04% Add +4.3% 1,565 $68K
Crewe Advisors LLC 0.01% New 1,537 $67K
Atticus Wealth Management, LLC 0.02% Reduce -18.1% 1,531 $67K
Kozak & Associates, Inc. 0.02% Add +2.3% 1,449 $67K
Castleview Partners, LLC 0.04% No change 1,525 $67K
Redmont Wealth Advisors LLC 0.09% New 1,524 $66K
Rosenberg Matthew Hamilton 0.02% No change 1,522 $66K
Hoese & Co LLP 0.06% No change 1,600 $65K
Boyd Watterson Asset Management LLC 0.02% Add +30.6% 1,492 $65K
McClarren Financial Advisors, Inc. 0.05% No change 1,477 $65K
Tacita Capital Inc 0.04% Add +9.2% 1,485 $65K
Versant Capital Management, Inc 0.02% Reduce -2.4% 1,472 $64K
Horizon Bancorp Inc. 0.03% Reduce -3.2% 1,463 $64K
Perkins Coie Trust Co 0.01% No change 1,460 $64K
Barrett & Company, Inc. 0.03% No change 1,447 $63K
Timber Creek Capital Management LLC 0.02% No change 1,440 $63K
McIlrath & Eck, LLC 0.01% Add +399.6% 1,369 $60K
Partnership Wealth Management, LLC 0.04% No change 1,364 $60K
Bell Investment Advisors, Inc 0.01% Add +3.0% 1,361 $59K
Canton Hathaway, LLC 0.02% No change 1,340 $58K
Fortitude Family Office, LLC 0.04% Reduce -13.5% 1,322 $58K
First Community Trust NA 0.05% No change 1,300 $57K
Costello Asset Management, INC 0.04% No change 1,300 $57K
ESL Trust Services, LLC 0.01% New 1,300 $57K
Oliver Lagore Vanvalin Investment Group 0.02% No change 1,268 $55K
Birchbrook, Inc. 0.03% No change 1,250 $55K
Peoples Bank 0.04% No change 1,241 $54K
Cutler Group LLC / CA 0.03% Reduce -97.0% 1,254 $54K
Pension & Wealth Management Advisors, Inc. 0.04% Reduce -72.5% 1,222 $53K
West Branch Capital LLC 0.02% No change 1,215 $53K
Steph & Co. 0.02% No change 1,200 $52K
Bleichroeder LP 0.01% No change 1,200 $52K
Investment Research & Advisory Group, Inc. 0.02% No change 1,197 $52K
First PREMIER Bank 0.01% No change 1,190 $52K
Glen Eagle Advisors, LLC 0.01% Add +9.2% 1,192 $52K
Pingora Partners LLC 0.04% Add +19.0% 1,190 $52K
Activest Wealth Management 0.02% Add +492.0% 1,184 $52K
EntryPoint Capital, LLC 0.05% Reduce -28.4% 1,183 $52K
LGT Group Foundation 0.00% New 1,168 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,154 $50K
Quent Capital, LLC 0.01% Reduce -17.9% 1,153 $50K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,148 $50K
Halpern Financial, Inc. 0.01% No change 1,180 $50K
Colonial Trust Advisors 0.00% Reduce -27.2% 1,138 $50K
Global Trust Asset Management, LLC 0.02% No change 1,114 $49K
Sawyer & Company, Inc 0.02% Reduce -22.8% 1,100 $48K
Spotlight Asset Group, Inc. 0.03% No change 1,096 $48K
Scarborough Advisors, LLC 0.02% No change 1,083 $47K
GW&K Investment Management, LLC 0.00% Reduce -73.1% 1,077 $47K
Covestor Ltd 0.03% Add +33.4% 1,047 $46K
Winch Advisory Services, LLC 0.01% Add +17.8% 1,008 $44K
Advantage Trust Co 0.03% No change 1,000 $44K
True Wealth Design, LLC 0.01% No change 985 $43K
SOA Wealth Advisors, LLC. 0.01% Add +1.1% 975 $43K
Caitlin John, LLC 0.03% Add +113.2% 951 $41K
Private Wealth Management Group, LLC 0.02% No change 946 $41K
Tower View Wealth Management LLC 0.02% Add +1.4% 941 $41K
Newton One Investments LLC 0.02% Add +2.3% 923 $40K
Wolff Wiese Magana LLC 0.03% Add +1.9% 890 $39K
Louisbourg Investments Inc. 0.01% No change 860 $38K
CGC Financial Services, LLC 0.02% No change 850 $37K
Islay Capital Management, LLC 0.03% Reduce -12.3% 842 $37K
First Personal Financial Services 0.01% Add +115.1% 841 $37K
Pineridge Advisors LLC 0.01% Add +18.2% 831 $36K
Riverview Trust Co 0.03% New 818 $36K
Intelligent Financial Strategies 0.02% No change 800 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.07% New 800 $35K
POM Investment Strategies, LLC 0.03% Add +81.3% 767 $33K
Iron Horse Wealth Management, LLC 0.01% Add +0.7% 764 $33K
Bruce G. Allen Investments, LLC 0.03% Reduce -21.8% 747 $33K
Dynamic Wealth Strategies, LLC 0.03% No change 741 $32K
Ulland Investment Advisors, LLC 0.03% No change 742 $32K
Asset Dedication, LLC 0.00% Add +46.0% 721 $32K
Tortoise Investment Management, LLC 0.00% Add +0.7% 714 $31K
Northwest Capital Management Inc 0.01% Reduce -28.3% 708 $31K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 705 $31K
Elevation Wealth Partners, LLC 0.02% Add +3.0% 697 $30K
Bray Capital Advisors 0.01% No change 695 $30K
Altshuler Shaham Ltd 0.00% Add +9.3% 673 $29K
Westend Capital Management, LLC 0.01% — 666 $29K
Ruedi Wealth Management, Inc. 0.01% No change 650 $28K
Criterion Capital Advisors, LLC 0.02% Reduce -4.7% 649 $28K
Nemes Rush Group LLC 0.00% Add +1.1% 649 $28K
AllSquare Wealth Management LLC 0.02% No change 645 $28K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +7.7% 643 $28K
BNP Paribas 0.00% — 630 $27K
Providence Capital Advisors, LLC 0.01% Reduce -35.8% 620 $27K
IAG Wealth Partners, LLC 0.01% Add +2.5% 616 $27K
Zions Bancorporation, N.A. 0.00% Reduce -17.6% 614 $27K
Northwest Bank & Trust Co 0.02% No change 600 $26K
Accordant Advisory Group Inc 0.02% — 600 $26K
PSI Advisors, LLC 0.01% Reduce -23.3% 583 $25K
Pacifica Partners Inc. 0.01% Add +1.6% 587 $25K
West Paces Advisors Inc. 0.01% No change 579 $25K
Maryland Capital Advisors Inc. 0.02% Add +154.4% 575 $25K
FSA Wealth Management LLC 0.01% No change 552 $24K
Transcendent Capital Group LLC 0.01% No change 548 $24K
Mint Tower Capital Management B.V. 0.03% New 530 $23K
Cornerstone Planning Group LLC 0.01% Add +0.4% 527 $23K
Bromfield Sneider Wealth Advisors 0.01% No change 519 $23K
Custom Portfolio Group LLC 0.02% No change 500 $22K
Clearstead Trust, LLC 0.01% Add +24.8% 504 $22K
St. Johns Investment Management Company, LLC 0.01% No change 500 $22K
DecisionPoint Financial, LLC 0.01% New 500 $22K
Fairman Group, LLC 0.02% Add +2.4% 472 $21K
Studio Investment Management LLC 0.00% No change 422 $19K
Financial Synergies Wealth Advisors, Inc. 0.00% New 426 $19K
Core Alternative Capital 0.00% Reduce -61.0% 423 $18K
Atlas Capital Advisors Inc. 0.00% Reduce -84.1% 420 $18K
Financial Freedom, LLC 0.01% Add +1.7% 419 $18K
Kiely Wealth Advisory Group, Inc. 0.01% No change 415 $18K
Frazier Financial Advisors, LLC 0.01% Add +93.0% 415 $18K
Valley Wealth Managers, Inc. 0.00% No change 407 $18K
Ransom Advisory, Ltd 0.01% — 396 $17K
Ogorek Anthony Joseph /NY/ 0.01% No change 400 $17K
Private Ocean, LLC 0.00% No change 385 $17K
VitalStone Financial, LLC 0.01% No change 375 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 361 $16K
Dogwood Wealth Management LLC 0.01% Add +2.4% 349 $15K
Tidemark, LLC 0.01% Add +46.5% 337 $15K
Balefire, LLC 0.01% No change 337 $15K
TD Capital Management LLC 0.00% No change 331 $14K
Kessler Investment Group, LLC 0.01% New 331 $14K
Nvwm, LLC 0.00% Add +7.3% 322 $14K
Distillate Capital Partners LLC 2.28% Add +7.6% 311 $14K
REAP Financial Group, LLC 0.00% Reduce -83.5% 307 $13K
Founders Capital Management 0.01% Reduce -67.2% 306 $13K
Creekmur Asset Management LLC 0.00% Add +21.2% 303 $13K
PayPay Securities Corp 0.66% Reduce -14.0% 302 $13K
MidAtlantic Capital Management, Inc. 0.01% No change 300 $13K
Global Wealth Strategies & Associates 0.00% No change 300 $13K
Tradewinds Capital Management, LLC 0.00% No change 300 $13K
Wiser Advisor Group LLC 0.02% Add +2.1% 297 $13K
Global Financial Private Client, LLC 0.01% Reduce -51.0% 279 $12K
Evolution Advisers, Inc. 0.01% Add +1.5% 263 $12K
CBIZ Investment Advisory Services, LLC 0.00% New 270 $12K
Rise Advisors, LLC 0.01% Add +188.2% 268 $12K
FWL Investment Management, LLC 0.01% New 265 $12K
Ridgewood Investments LLC 0.01% No change 263 $11K
EnRich Financial Partners LLC 0.00% New 262 $11K
Meeder Asset Management Inc. 0.00% Reduce -98.8% 258 $11K
Beaird Harris Wealth Management, LLC 0.00% No change 255 $11K
Syntax Research, Inc. 0.01% No change 250 $11K
Cassady Schiller Wealth Management, LLC 0.00% New 250 $11K
Front Row Advisors LLC 0.00% Add +61.5% 239 $11K
Blume Capital Management, Inc. 0.00% No change 240 $10K
IFS Advisors, LLC 0.01% No change 227 $10K
LifeSteps Financial, Inc. 0.01% New 225 $10K
JNBA Financial Advisors 0.00% No change 225 $10K
Carolina Wealth Advisors, LLC 0.01% No change 225 $10K
PrairieView Partners, LLC 0.00% No change 200 $9K
1832 Asset Management L.P. 0.00% No change 205 $9K
Abound Wealth Management 0.00% Add +70.1% 199 $9K
HighMark Wealth Management LLC 0.01% Add +1.1% 192 $8K
Core Wealth Advisors, Inc. 0.00% No change 170 $7K
Annapolis Financial Services, LLC 0.00% No change 167 $7K
Hanson & Doremus Investment Management 0.00% Reduce -11.8% 150 $7K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 160 $7K
Emfo, LLC 0.01% No change 150 $7K
Palisade Asset Management, LLC 0.00% New 150 $7K
Arlington Trust Co LLC 0.00% Reduce -32.5% 139 $6K
Penserra Capital Management LLC 0.00% Reduce -98.2% 144 $6K
Dunhill Financial, LLC 0.00% Add +20.4% 136 $6K
Raffa Wealth Management, LLC 0.00% Add +137.7% 126 $5K
Red Tortoise LLC 0.00% Reduce -32.4% 100 $4K
Anfield Capital Management, LLC 0.00% New 100 $4K
Mascoma Wealth Management LLC 0.00% No change 100 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $4K
Country Trust Bank 0.00% No change 100 $4K
Trifecta Capital Advisors, LLC 0.00% No change 79 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 75 $3K
NewSquare Capital LLC 0.00% No change 75 $3K
Aspect Partners, LLC 0.00% Add +17.5% 67 $3K
First Pacific Financial 0.00% New 57 $2K
Western Pacific Wealth Management, LP 0.00% New 56 $2K
Evergreen Private Wealth LLC 0.00% No change 55 $2K
HBC Financial Services, PLLC 0.00% No change 60 $2K
Laffer Tengler Investments, Inc. 0.00% New 37 $2K
SJS Investment Consulting Inc. 0.00% Add +24.1% 36 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 37 $1K
Mizuho Securities Co. Ltd. 0.01% New 30 $1K
Winthrop Capital Management, LLC 0.00% New 30 $1K
WealthCollab, LLC 0.00% New 22 $960
AlphaQuest LLC 0.00% Reduce -99.9% 22 $960
Cedar Mountain Advisors, LLC 0.00% No change 21 $914
WestEnd Advisors, LLC 0.00% Reduce -48.3% 15 $654
Frank, Rimerman Advisors LLC 0.00% New 14 $611
Riggs Asset Managment Co. Inc. 0.00% New 7 $306
TFO Wealth Partners, LLC 0.00% No change 7 $305
Erste Asset Management GmbH 0.00% No change 1 $44

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