Altria GroupMO

13F holders, Q3 2024 (September 30)
1,996holders +79
156new positions
85sold out
12famous investors
$51.14avg. 13F price*

At the end of Q3 2024, 1,996 institutions reported holding Altria Group Inc. (MO) in their 13F filings, up 79 from Q2 2024. 156 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($8.0B), BlackRock, Inc. ($7.1B) and State Street Corp. ($3.8B). 12 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Bill Nygren (0.3% of Harris Associates (Oakmark Funds)'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions156$227.3M
Exits85$185.8M

All 13F filers, Q2 2024 → Q3 2024: 44,606,129 shares bought and 53,799,402 shares sold, net −9,193,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,996 holders

Vanguard Group Inc. 0.14% Add +0.3% 156,608,309 $8.0B
BlackRock, Inc. 0.15% — 138,233,720 $7.1B
State Street Corp. 0.16% Add +5.6% 73,481,686 $3.8B
Capital World Investors 0.51% Reduce -3.7% 64,396,977 $3.3B
Charles Schwab Investment Management Inc. 0.56% Add +1.0% 57,508,314 $2.9B
Geode Capital Management, LLC 0.17% Add +2.5% 40,803,759 $2.1B
Arrowstreet Capital, Limited Partnership 0.96% Add +39.3% 22,197,487 $1.1B
Morgan Stanley 0.07% Add +6.2% 19,903,710 $1.0B
Northern Trust Corp. 0.13% Reduce -4.0% 14,988,514 $765.0M
Bank of New York Mellon Corp 0.13% Reduce -1.6% 13,871,418 $708.0M
Capital Research Global Investors 0.13% Reduce -0.0% 12,039,263 $614.5M
Bank of America Corp. 0.05% Reduce -2.7% 12,019,061 $613.5M
Invesco Ltd. 0.11% Add +0.6% 10,818,630 $552.2M
Pacer Advisors, Inc. 1.12% Reduce -8.4% 9,995,206 $510.2M
Ameriprise Financial Inc. 0.13% Reduce -0.9% 9,973,978 $502.9M
Goldman Sachs Group Inc. 0.09% Reduce -44.7% 9,592,186 $489.6M
JPMorgan Chase & Co. 0.04% Reduce -7.1% 9,504,479 $485.1M
Legal & General Group Plc 0.12% Reduce -2.8% 8,795,339 $448.9M
Van Eck Associates Corp. 0.50% Reduce -8.3% 7,989,215 $397.9M
Royal Bank of Canada 0.09% Add +7.9% 7,603,919 $388.1M
Barclays PLC 0.16% Add +80.0% 7,016,274 $358.1M
UBS Group AG 0.10% Add +8.8% 6,886,030 $351.5M
Balyasny Asset Management L.P. 0.91% Add +16.9% 6,807,279 $347.4M
First Trust Advisors LP 0.29% Reduce -1.6% 5,995,715 $306.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -1.5% 5,763,564 $294.2M
Fayez Sarofim & Co 0.74% Reduce -2.9% 5,687,319 $290.3M
LSV Asset Management 0.61% Add +14.7% 5,606,310 $286.1M
AQR Capital Management 0.39% Reduce -13.5% 5,612,331 $285.0M
FMR LLC 0.02% Reduce -54.4% 5,317,051 $271.4M
Swiss National Bank 0.17% Add +0.3% 5,098,200 $260.2M
London Co. of Virginia 1.22% Reduce -6.0% 4,555,616 $232.5M
Dimensional Fund Advisors LP 0.06% Reduce -1.0% 4,504,527 $229.9M
Victory Capital Management Inc. 0.22% Reduce -13.2% 4,394,886 $224.3M
HSBC Holdings PLC 0.14% Reduce -15.7% 4,326,737 $220.7M
Wells Fargo & Company 0.05% Reduce -2.6% 4,068,769 $207.7M
Deutsche Bank AG 0.08% Add +23.7% 4,037,728 $206.1M
National Pension Service 0.20% Add +19.9% 4,034,414 $205.9M
Harris Associates (Oakmark Funds) 0.33% Reduce -65.8% 3,906,627 $199.4M
Nuveen Asset Management, LLC 0.05% Reduce -0.0% 3,597,527 $183.7M
T. Rowe Price Associates Inc. 0.02% Add +10.1% 3,431,506 $175.1M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -0.1% 3,375,515 $172.3M
Allianz Asset Management GmbH 0.27% Add +21.4% 3,366,097 $171.8M
Envestnet Asset Management Inc. 0.06% Reduce -0.1% 3,336,606 $170.3M
Bank of Montreal 0.07% Add +1.2% 3,051,644 $155.8M
Swiss Life Asset Management Ltd 1.69% Add +0.7% 2,913,861 $148.7M
Rhumbline Advisers 0.13% Reduce -3.9% 2,902,044 $148.1M
LPL Financial LLC 0.06% Add +4.5% 2,797,042 $142.8M
Cullen Capital Management, LLC 1.50% Reduce -5.7% 2,699,890 $137.8M
BNP Paribas Financial Markets 0.13% Reduce -0.1% 2,644,688 $135.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +8.3% 2,506,244 $127.9M
Citigroup Inc. 0.12% Add +28.0% 2,459,796 $125.5M
New York State Common Retirement Fund 0.17% Reduce -6.3% 2,436,900 $124.4M
Prudential Financial Inc. 0.16% Add +16.1% 2,221,457 $113.4M
Sterling Capital Management LLC 1.45% — 2,197,119 $112.1M
Assetmark, Inc. 0.31% Add +3.8% 2,154,251 $110.0M
Massachusetts Financial Services Co. 0.03% Reduce -0.1% 2,140,634 $109.3M
Renaissance Technologies 0.16% Add +510.5% 2,138,492 $109.1M
Franklin Resources Inc. 0.03% Add +2.2% 2,159,890 $107.7M
Alliancebernstein L.P. 0.04% Reduce -7.5% 2,096,198 $107.0M
Mackenzie Financial Corp. 0.14% Add +3.6% 1,974,747 $100.8M
Los Angeles Capital Management LLC 0.41% Add +729.8% 1,969,262 $100.5M
Principal Financial Group Inc. 0.05% Add +0.0% 1,966,192 $100.4M
Railway Pension Investments Ltd 1.20% Add +1.8% 1,961,000 $100.1M
PNC Financial Services Group, Inc. 0.06% Add +2.4% 1,922,740 $98.1M
O'shaughnessy Asset Management, LLC 0.87% Add +0.4% 1,955,062 $97.5M
State Board of Administration of Florida Retirement System 0.19% Reduce -3.9% 1,905,574 $97.3M
Truist Financial Corp. 0.15% Reduce -54.5% 1,894,928 $96.7M
New York State Teachers Retirement System 0.19% Reduce -1.3% 1,787,439 $91.2M
Assenagon Asset Management S.A. 0.18% Add +3786.6% 1,743,443 $89.0M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -2.4% 1,608,332 $82.1M
Voloridge Investment Management, LLC 0.29% Add +375.3% 1,573,063 $80.3M
Artisan Partners Limited Partnership 0.12% Reduce -20.2% 1,553,766 $79.3M
Natixis 0.48% New 1,527,345 $78.0M
Raymond James & Associates 0.05% Reduce -0.9% 1,500,629 $76.6M
Millennium Management 0.07% Add +111.7% 1,474,323 $75.2M
Commonwealth Equity Services, LLC 0.11% Add +2.3% 1,456,308 $74.3M
Bridgewater Associates 0.42% Add +29.8% 1,438,565 $73.4M
Acadian Asset Management LLC 0.23% Add +9.2% 1,419,164 $72.4M
Stifel Financial Corp. 0.08% Reduce -3.4% 1,410,258 $72.0M
United Services Automobile Association 1.72% Reduce -25.7% 1,318,459 $67.3M
Sei Investments Co. 0.08% Add +15.4% 1,266,357 $64.6M
State of Wisconsin Investment Board 0.16% Add +9.4% 1,256,664 $64.1M
HighTower Advisors, LLC 0.09% Reduce -2.1% 1,231,437 $62.9M
F/m Investments LLC 1.97% Reduce -9.8% 23,270 $62.7M
Mirae Asset Global Investments Co., Ltd. 0.28% Add +9.5% 1,224,977 $62.5M
Osaic Holdings, Inc. 0.13% Reduce -4.5% 1,111,043 $56.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.4% 1,106,506 $56.5M
Brandywine Global Investment Management, LLC 0.38% Add +10.9% 1,121,194 $55.9M
Raymond James Financial Services Advisors, Inc. 0.07% Add +3.6% 1,091,234 $55.7M
Voya Investment Management LLC 0.07% Reduce -18.2% 1,081,328 $55.2M
Cetera Investment Advisers 0.11% Add +1.6% 1,018,334 $52.0M
Two Sigma Investments, LP 0.12% Reduce -59.0% 1,011,776 $51.6M
Pinebridge Investments, L.P. 0.39% Add +26.5% 1,011,672 $51.6M
RNC Capital Management LLC 2.77% No change 1,098,259 $50.0M
Lido Advisors, LLC 0.37% Add +11.4% 950,731 $48.5M
D. E. Shaw & Co. 0.07% Add +109.5% 942,076 $48.1M
National Bank of Canada 0.06% Add +59.4% 936,863 $47.8M
Qube Research & Technologies Ltd 0.09% Add +171.3% 935,372 $47.7M
Toronto Dominion Bank 0.08% Add +30.5% 927,433 $47.3M
Janney Montgomery Scott LLC 0.13% Reduce -1.2% 927,307 $47.3M
Primecap Management Co. 0.03% Reduce -4.3% 926,400 $47.3M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -2.4% 921,977 $47.1M
Zacks Investment Management 0.40% Add +2.0% 900,261 $45.9M
Macquarie Group Ltd. 0.05% Add +3.8% 893,523 $45.6M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -0.9% 893,496 $45.6M
Public Employees Retirement System of Ohio 0.19% Reduce -1.4% 881,793 $45.0M
Nordea Investment Management AB 0.05% Reduce -17.1% 880,890 $44.9M
Teacher Retirement System of Texas 0.21% Add +26.1% 855,420 $43.7M
Jane Street Group, LLC 0.07% Reduce -63.6% 847,780 $43.3M
Asset Management One Co., Ltd. 0.15% Add +8.2% 845,944 $43.2M
TD Asset Management Inc 0.04% Reduce -18.1% 837,784 $42.8M
FIL Ltd 0.04% Reduce -72.7% 815,000 $41.6M
Pictet Asset Management Holding SA 0.04% Reduce -1.0% 796,411 $40.6M
Natixis Advisors, LLC 0.08% Reduce -3.6% 794,176 $40.5M
Treasurer of the State of North Carolina 0.15% Add +0.4% 751,409 $38.4M
Korea Investment CORP 0.09% Reduce -1.1% 737,848 $37.7M
Royal London Asset Management Ltd. 0.09% Add +20.7% 730,523 $37.3M
Todd Asset Management LLC 0.86% Add +3.7% 723,297 $36.9M
Nomura Asset Management Co. Ltd. 0.11% Add +8.3% 706,967 $36.1M
Bank of Nova Scotia 0.07% Add +288.0% 693,975 $35.4M
Amundi 0.01% Reduce -0.0% 697,877 $34.6M
Cambridge Investment Research Advisors, Inc. 0.12% Add +8.3% 667,807 $34.1M
QRG Capital Management, Inc. 0.35% Add +64.4% 643,804 $32.9M
Mercer Global Advisors Inc. 0.08% Add +36.9% 642,008 $32.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +7.7% 635,775 $32.4M
Worldquant Millennium Advisors LLC 0.24% New 630,992 $32.2M
Martingale Asset Management L P 0.74% Reduce -14.5% 629,484 $32.1M
State of New Jersey Common Pension Fund D 0.13% Add +0.8% 622,667 $31.8M
FUKOKU MUTUAL LIFE INSURANCE Co 2.23% Reduce -0.3% 611,586 $31.2M
M&T Bank Corp 0.10% Reduce -9.4% 602,738 $30.8M
Lazard Asset Management LLC 0.04% Add +1.8% 601,756 $30.7M
US Bancorp \de 0.04% Reduce -0.3% 596,588 $30.4M
Capital Investment Advisors, LLC 0.63% Reduce -1.1% 596,317 $30.4M
Teachers Retirement System of the State of Kentucky 0.26% Add +1.5% 594,032 $30.3M
Sanctuary Advisors, LLC 0.19% Add +37.5% 530,784 $30.1M
AE Wealth Management LLC 0.27% Reduce -2.5% 584,352 $29.8M
State of Tennessee, Department of Treasury 0.10% Reduce -2.6% 583,351 $29.8M
Distillate Capital Partners LLC 1.49% Add +2.4% 582,755 $29.7M
Commerce Bank 0.18% Reduce -0.5% 568,081 $29.0M
Foundry Partners, LLC 1.43% Reduce -0.6% 564,897 $28.8M
Nisa Investment Advisors, LLC 0.17% Add +10.9% 555,228 $28.8M
Alps Advisors Inc. 0.19% Reduce -0.4% 563,937 $28.8M
Captrust Financial Advisors 0.09% Add +3.5% 561,416 $28.7M
Corient Private Wealth LP 0.04% Add +19.0% 552,140 $28.2M
STRS Ohio 0.11% Add +0.4% 547,263 $27.9M
Cibc World Markets Corp. 0.20% Add +11.3% 542,212 $27.7M
Susquehanna International Group, LLP 0.05% Reduce -25.1% 539,151 $27.5M
Mariner, LLC 0.05% Add +2.3% 533,102 $27.2M
Creative Planning 0.03% Add +4.7% 531,504 $27.1M
Comerica Bank 0.11% Reduce -1.6% 529,071 $27.0M
State of Michigan Retirement System 0.13% Reduce -1.1% 522,910 $26.7M
Resona Asset Management Co.,Ltd. 0.15% Reduce -1.6% 518,825 $26.5M
Oppenheimer Asset Management Inc. 0.32% Reduce -0.6% 517,007 $26.4M
Russell Investments Group, Ltd. 0.04% Add +85.8% 501,580 $25.6M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.2% 493,667 $25.2M
Panagora Asset Management Inc. 0.12% Add +22.6% 494,060 $25.2M
Arizona State Retirement System 0.16% Reduce -1.1% 492,485 $25.1M
Neuberger Berman Group LLC 0.02% Add +9.9% 487,085 $24.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -3.1% 486,697 $24.8M
Intech Investment Management LLC 0.27% Reduce -5.2% 476,248 $24.3M
Allspring Global Investments Holdings, LLC 0.04% Add +25.7% 457,536 $23.4M
Two Sigma Advisers, LP 0.05% Reduce -81.7% 452,900 $23.1M
Thrivent Financial for Lutherans 0.04% Add +4.5% 451,816 $23.1M
Kestra Advisory Services, LLC 0.13% Reduce -9.8% 447,309 $22.8M
MetLife Investment Management, LLC 0.13% Reduce -3.1% 443,888 $22.7M
Empire Life Investments Inc. 1.35% Reduce -23.0% 435,279 $22.2M
Hikari Power Ltd 1.84% Reduce -1.2% 433,210 $22.1M
Calamos Advisors LLC 0.15% Reduce -2.1% 425,305 $21.7M
Cerity Partners LLC 0.05% Add +14.6% 422,112 $21.6M
Corebridge Financial, Inc. 0.11% Reduce -3.5% 410,933 $21.0M
Vestcor Inc 0.65% Add +17.0% 404,707 $20.7M
DekaBank Deutsche Girozentrale 0.04% Add +7.9% 388,836 $19.9M
Robeco Institutional Asset Management B.V. 0.04% Add +7.0% 387,382 $19.8M
Schroder Investment Management Group 0.02% Reduce -11.8% 377,005 $19.2M
Retirement Systems of Alabama 0.07% Reduce -60.6% 373,862 $19.1M
Baird Financial Group, Inc. 0.04% Add +25.1% 372,621 $19.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -1.6% 371,429 $19.0M
Exchange Traded Concepts, LLC 0.44% Reduce -5.3% 365,135 $18.6M
MML Investors Services, LLC 0.07% Add +4.6% 362,895 $18.5M
Empowered Funds, LLC 0.29% Reduce -8.9% 360,554 $18.4M
TCTC Holdings, LLC 0.62% Reduce -2.6% 356,136 $18.2M
Rockefeller Capital Management L.P. 0.05% Reduce -1.1% 356,171 $18.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.2% 354,547 $18.1M
Amalgamated Bank 0.15% Add +1.8% 353,129 $18.0M
Czech National Bank 0.18% Add +6.2% 347,576 $17.7M
GW Henssler & Associates Ltd. 0.99% Add +2.2% 344,531 $17.6M
State of Alaska, Department of Revenue 0.18% Reduce -5.9% 337,413 $17.2M
IFM Investors Pty Ltd 0.16% Add +5.7% 321,791 $16.4M
Rathbones Group PLC 0.08% Reduce -39.2% 318,344 $16.2M
Advisors Asset Management, Inc. 0.30% Reduce -1.7% 315,656 $16.1M
D.A. Davidson & Co. 0.13% Reduce -7.0% 312,949 $16.0M
Cresset Asset Management, LLC 0.06% Add +12.2% 305,434 $15.9M
Cwm, LLC 0.07% Add +15.3% 305,704 $15.6M
Hikari Tsushin, Inc. 1.09% Reduce -4.1% 301,079 $15.4M
CIBC Asset Management Inc 0.05% Add +7.1% 292,474 $14.9M
CIBC Private Wealth Group LLC 0.03% Add +15.1% 290,692 $14.8M
Gardner Russo & Quinn 0.15% Add +1.0% 289,098 $14.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -12.9% 286,576 $14.6M
Cibc World Market Inc. 0.03% Reduce -37.0% 285,858 $14.6M
Canal Capital Management, LLC 2.32% Reduce -6.2% 284,783 $14.5M
Mediolanum International Funds Ltd 0.20% Reduce -3.2% 285,003 $14.5M
Utah Retirement Systems 0.16% Add +0.3% 284,207 $14.5M
SpiderRock Advisors, LLC 0.31% Add +684.9% 280,880 $14.3M
Advisors Capital Management, LLC 0.23% Add +0.3% 278,642 $14.2M
DAVENPORT & Co LLC 0.08% Reduce -0.6% 275,610 $14.1M
Verity & Verity, LLC 1.37% Add +2.4% 274,568 $14.0M
U.S. Capital Wealth Advisors, LLC 0.49% Reduce -4.6% 273,000 $13.9M
Adams Asset Advisors, LLC 1.88% No change 272,452 $13.9M
Illinois Municipal Retirement Fund 0.20% Reduce -10.7% 271,575 $13.9M
Richard C. Young & CO., LTD. 1.47% New 264,032 $13.5M
Artemis Investment Management LLP 0.20% Reduce -1.9% 257,911 $13.2M
Intact Investment Management Inc. 0.44% Add +16.8% 257,900 $13.2M
Avantax Advisory Services, Inc. 0.08% Add +3.8% 251,485 $12.8M
NorthRock Partners, LLC 0.41% Reduce -3.2% 238,230 $12.4M
CHURCHILL MANAGEMENT Corp 0.14% Reduce -1.3% 242,671 $12.4M
Brown Advisory Inc. 0.02% Add +25.1% 239,796 $12.2M
NewEdge Advisors, LLC 0.08% Add +19.2% 238,174 $12.2M
Public Employees Retirement Association of Colorado 0.05% Add +0.0% 236,776 $12.1M
CWA Asset Management Group, LLC 0.62% — 228,443 $11.7M
Philip James Wealth Mangement, LLC 1.47% Add +3091.6% 227,914 $11.6M
Gotham Asset Management 0.12% Add +1.1% 227,641 $11.6M
Wellington Management Group LLP 0.00% Reduce -19.6% 226,964 $11.6M
Foundations Investment Advisors, LLC 0.24% Add +117.5% 224,176 $11.4M
Cullen/Frost Bankers, Inc. 0.16% Reduce -0.6% 223,639 $11.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +1.7% 222,925 $11.4M
New York Life Investment Management LLC 0.11% Reduce -3.9% 221,037 $11.3M
Aberdeen Group plc 0.02% Add +3.4% 221,664 $11.3M
Benedict Financial Advisors Inc. 2.66% Reduce -0.3% 220,640 $11.3M
South Dakota Investment Council 0.22% Reduce -3.2% 219,321 $11.2M
Tidal Investments LLC 0.12% Add +10.7% 218,803 $11.2M
Hirtle & Co., LLC 0.53% New 218,630 $11.2M
Daiwa Securities Group Inc. 0.05% Add +11.7% 218,085 $11.1M
ProShare Advisors LLC 0.03% Reduce -7.2% 217,445 $11.1M
Summit Securities Group LLC 6.92% Add +159.7% 214,000 $10.9M
Nissay Asset Management Corp. /Japan 0.07% Add +2.8% 213,467 $10.9M
Morningstar Investment Services LLC 0.11% Reduce -0.1% 213,268 $10.9M
Systematic Alpha Investments, LLC 0.40% No change 212,638 $10.9M
Tudor Investment Corporation 0.12% New 211,451 $10.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.5% 211,189 $10.8M
Credit Agricole S A 0.06% Add +4.7% 210,544 $10.7M
Mutual of America Capital Management LLC 0.11% Reduce -3.0% 209,822 $10.7M
Oppenheimer & Co. Inc. 0.16% Add +6.3% 209,516 $10.7M
Capital International, Inc. 0.13% Add +1.7% 208,979 $10.7M
Guggenheim Capital LLC 0.07% Reduce -9.8% 206,693 $10.5M
Pinnacle Financial Partners Inc 0.21% Add +2.4% 205,320 $10.5M
Xponance LLC 0.10% Add +2.2% 205,206 $10.5M
Centre Asset Management, LLC 2.22% Add +0.3% 202,010 $10.3M
Crossmark Global Holdings, Inc. 0.19% Add +7.8% 201,179 $10.3M
Kestra Private Wealth Services, LLC 0.19% Add +7.8% 200,366 $10.2M
Aptus Capital Advisors, LLC 0.15% Add +19.4% 196,843 $10.0M
ICICI Prudential Asset Management Co Ltd 1.05% Add +2.1% 193,878 $9.9M
Meeder Asset Management Inc. 0.66% Add +56905.6% 192,679 $9.8M
Allen Mooney & Barnes Investment Advisors LLC 1.67% Reduce -3.1% 191,614 $9.8M
SteelPeak Wealth, LLC 0.43% Reduce -2.1% 185,911 $9.7M
Thornburg Investment Management Inc. 0.13% No change 187,900 $9.6M
Snowden Capital Advisors LLC 0.29% Reduce -19.7% 184,041 $9.6M
Banco Santander, S.A. 0.11% New 186,642 $9.5M
Hennessy Advisors Inc. 0.30% Reduce -0.8% 186,600 $9.5M
Blair William & Co. 0.03% Reduce -1.6% 186,114 $9.5M
Vident Advisory, LLC 0.23% Reduce -12.0% 182,581 $9.3M
FNY Investment Advisers, LLC 4.53% Add +1203.6% 182,500 $9.3M
Dean Investment Associates, LLC 1.26% Reduce -4.4% 182,200 $9.3M
Employees Retirement System of Texas 0.10% New 181,833 $9.3M
Vanguard Personalized Indexing Management, LLC 0.15% Add +16.4% 180,162 $9.2M
AlTi Global, Inc. 0.22% Add +66.6% 180,015 $9.2M
Busey Bank 0.30% Add +0.8% 179,820 $9.2M
Atria Wealth Solutions, Inc. 0.10% Reduce -2.7% 176,199 $9.0M
Envestnet Portfolio Solutions, Inc. 0.03% Add +64.4% 176,489 $9.0M
Private Advisor Group, LLC 0.06% Reduce -1.0% 175,367 $9.0M
Beacon Pointe Advisors, LLC 0.10% Reduce -1.2% 175,095 $8.9M
Visionary Wealth Advisors 0.54% Reduce -8.0% 174,111 $8.9M
Glenmede Trust Co. NA 0.04% Reduce -2.8% 173,179 $8.8M
Old National Bancorp 0.20% Add +1.2% 172,639 $8.8M
Regal Investment Advisors LLC 0.61% Reduce -31.8% 171,798 $8.8M
Cyndeo Wealth Partners, LLC 0.61% Reduce -0.1% 171,003 $8.7M
1834 Investment Advisors Co. 1.01% Reduce -7.3% 169,437 $8.6M
Wealthfront Advisers LLC 0.03% Reduce -0.1% 169,314 $8.6M
Insight Folios Inc 2.98% Add +4.4% 163,302 $8.3M
Pathstone Holdings, LLC 0.04% Reduce -7.6% 162,061 $8.3M
Johnson Financial Group, Inc. 0.37% Reduce -9.3% 154,022 $8.0M
Yousif Capital Management, LLC 0.09% Reduce -4.3% 157,027 $8.0M
Viking Fund Management LLC 1.29% Reduce -16.2% 155,250 $7.9M
Newport Trust Company, LLC 0.02% Reduce -3.6% 153,999 $7.9M
Stephens Inc. 0.11% Add +2.7% 153,129 $7.8M
Huntington National Bank 0.08% Reduce -1.6% 152,618 $7.8M
Auxier Asset Management LLC 1.15% Add +0.0% 152,494 $7.8M
Great Valley Advisor Group, Inc. 0.19% Add +2.8% 151,772 $7.7M
Ritholtz Wealth Management 0.23% Add +6.7% 149,925 $7.7M
First Citizens Bank & Trust Co. 0.17% Add +91.6% 148,814 $7.6M
Tectonic Advisors LLC 0.49% Add +14.1% 147,306 $7.5M
Bard Financial Services, Inc. 0.88% Reduce -17.1% 146,347 $7.5M
Oregon Public Employees Retirement Fund 0.14% Reduce -1.0% 146,061 $7.5M
Windle Wealth, LLC 4.03% Reduce -2.4% 145,180 $7.4M
Advisory Services Network, LLC 0.15% No change 162,388 $7.4M
Independent Advisor Alliance 0.26% Reduce -2.4% 141,658 $7.2M
Symphony Financial, Ltd. Co. 1.19% Add +1.8% 140,649 $7.2M
Callodine Capital Management, LP 1.49% Reduce -40.8% 139,075 $7.1M
Laurion Capital Management LP 0.47% Add +85.8% 138,859 $7.1M
Orion Porfolio Solutions, LLC 0.07% Reduce -1.8% 137,458 $7.0M
Orion Portfolio Solutions, LLC 0.07% Reduce -1.8% 137,458 $7.0M
TD Waterhouse Canada Inc. 0.06% Reduce -4.9% 139,185 $7.0M
KBC Group NV 0.02% Add +6.9% 136,380 $7.0M
ARS Wealth Advisors Group, LLC 0.85% Reduce -0.4% 135,548 $6.9M
Synovus Financial Corp. 0.08% Reduce -4.7% 133,849 $6.8M
CENTRAL TRUST Co 0.16% Add +1.6% 133,008 $6.8M
Kingsview Wealth Management, LLC 0.14% Reduce -47.7% 132,919 $6.8M
Inlet Private Wealth, LLC 1.72% Reduce -0.9% 132,833 $6.8M
Keybank National Association 0.03% Add +0.4% 132,643 $6.8M
Rafferty Asset Management, LLC 0.02% Reduce -4.5% 131,698 $6.7M
Cedar Wealth Management, LLC 2.08% Reduce -8.8% 131,259 $6.7M
First National Trust Co 0.26% Add +0.9% 130,923 $6.7M
ING Groep NV 0.04% Reduce -44.5% 128,291 $6.5M
Mutual Advisors, LLC 0.19% Add +2.2% 130,118 $6.5M
Kwmg, LLC 0.65% Reduce -0.2% 127,110 $6.5M
Longfellow Investment Management Co. LLC 1.62% Add +0.1% 126,650 $6.5M
Seneca House Advisors 2.71% Reduce -3.7% 125,808 $6.4M
Schwerin Boyle Capital Management Inc. 0.67% Reduce -0.7% 124,715 $6.4M
Kennon-Green & Company, LLC 5.26% Add +0.0% 124,110 $6.3M
Brown Brothers Harriman & Co. 0.04% Reduce -14.7% 123,022 $6.3M
Calydon Capital 1.02% Reduce -23.2% 122,117 $6.2M
CreativeOne Wealth, LLC 0.21% Add +43.9% 121,840 $6.2M
Capital Management Corp. 1.10% Reduce -23.4% 120,796 $6.2M
Lockheed Martin Investment Management Co. 0.28% Add +165.0% 119,800 $6.1M
Kentucky Retirement Systems 0.18% Reduce -8.2% 118,865 $6.1M
Commonwealth Retirement Investments LLC 2.53% Add +1.0% 118,392 $6.0M
Man Group plc 0.02% Reduce -18.6% 115,713 $5.9M
Sage Capital Advisors,llc 1.52% Add +1.3% 114,178 $5.8M
First Manhattan Co. Llc. 0.02% Reduce -3.9% 111,803 $5.8M
Gateway Investment Advisers LLC 0.06% Reduce -1.6% 113,532 $5.8M
Jones Financial Companies LLLP 0.01% Add +123.3% 112,947 $5.8M
Walled Lake Planning & Wealth Management, LLC 2.17% Add +1.4% 112,880 $5.8M
Brookstone Capital Management 0.08% Add +0.6% 112,740 $5.8M
Quantinno Capital Management LP 0.07% Add +90.8% 112,587 $5.7M
Avantax Planning Partners, Inc. 0.21% Reduce -20.6% 112,336 $5.7M
Global Retirement Partners, LLC 0.17% Add +8.8% 112,238 $5.7M
Atria Investments, Inc 0.07% Add +19.1% 111,281 $5.7M
Mizuho Securities USA LLC 0.12% Reduce -16.5% 110,640 $5.6M
BBR Partners, LLC 0.43% No change 110,084 $5.6M
Keystone Financial Planning, Inc. 1.70% Reduce -0.1% 110,075 $5.6M
Summit Trail Advisors, LLC 0.14% Add +7.3% 107,231 $5.6M
Focus Partners Wealth 0.02% Reduce -16.0% 107,946 $5.5M
Shilanski & Associates, Inc. 1.79% Add +0.2% 106,755 $5.5M
Hartford Investment Management Co. 0.18% Reduce -2.3% 107,517 $5.5M
Butensky & Cohen Financial Security, Inc. 1.61% Reduce -1.6% 106,292 $5.4M
Steward Partners Investment Advisory, LLC 0.05% Add +15.6% 104,590 $5.3M
Meiji Yasuda Asset Management Co Ltd. 0.20% Reduce -9.6% 104,425 $5.3M
Ar Asset Management Inc. 1.18% Reduce -0.0% 103,051 $5.3M
CX Institutional 0.23% Add +18.7% 102,982 $5.3M
SG Americas Securities, LLC 0.02% Reduce -58.5% 102,434 $5.2M
Altrius Capital Management Inc 1.30% Add +0.1% 101,665 $5.2M
Octavia Wealth Advisors, LLC 0.63% Add +5.5% 98,738 $5.1M
Savant Capital, LLC 0.04% Add +3.0% 100,623 $5.1M
Salomon & Ludwin, LLC 0.52% Reduce -0.6% 100,481 $5.1M
Rbo & Co. LLC 0.80% No change 99,473 $5.1M
Hutner Capital Management Inc. 2.52% Reduce -0.3% 99,348 $5.1M
Maryland State Retirement & Pension System 0.11% Reduce -26.0% 99,122 $5.1M
Sowell Financial Services LLC 0.23% Reduce -5.3% 96,753 $5.0M
Curi Capital, LLC 0.11% Reduce -4.1% 98,357 $5.0M
Coston, McIsaac & Partners 1.41% Reduce -1.1% 98,115 $5.0M
Level Four Advisory Services, LLC 0.21% Add +1.8% 91,747 $5.0M
Caprock Group, LLC 0.18% Add +4.6% 95,785 $5.0M
Rakuten Investment Management, Inc. 0.03% Add +32.1% 97,469 $5.0M
Equitable Holdings, Inc. 0.05% Reduce -21.7% 96,770 $4.9M
Scotia Capital Inc. 0.03% Add +6.2% 96,370 $4.9M
Venture Visionary Partners LLC 0.22% Reduce -2.4% 96,346 $4.9M
Louisiana State Employees Retirement System 0.09% Reduce -1.1% 96,100 $4.9M
HighPoint Advisor Group LLC 0.28% Add +25.5% 89,786 $4.8M
Whittier Trust Co. 0.06% Reduce -0.1% 94,471 $4.8M
Securian Asset Management, Inc. 0.14% Reduce -4.5% 94,367 $4.8M
Beacon Financial Group 0.52% Reduce -2.0% 93,929 $4.8M
Financial Security Advisor, Inc. 1.19% Add +1.3% 91,907 $4.8M
MAI Capital Management 0.05% Reduce -34.0% 93,504 $4.8M
Grassi Investment Management 0.41% Reduce -2.5% 92,786 $4.7M
iA Global Asset Management Inc. 0.08% Add +1.3% 92,761 $4.7M
Edmp, Inc. 3.88% Add +0.4% 92,647 $4.7M
Meyer Handelman Co. 0.16% Reduce -2.5% 92,482 $4.7M
Aua Capital Management, LLC 2.73% Reduce -0.1% 92,369 $4.7M
M&G PLC 0.03% Add +7.0% 91,765 $4.7M
Heritage Wealth Advisors 0.22% Add +0.2% 90,912 $4.6M
Tyche Wealth Partners LLC 1.04% Reduce -2.2% 90,177 $4.6M
Wilmington Savings Fund Society, FSB 0.08% Add +48.8% 89,761 $4.6M
MassMutual Private Wealth & Trust, FSB 0.13% Add +3.5% 88,817 $4.5M
Integrated Wealth Concepts LLC 0.05% Add +4.0% 88,100 $4.5M
Atlantic Union Bankshares Corp 0.26% Add +5.2% 87,809 $4.5M
Cornerstone Wealth Group, LLC 0.37% Add +1.7% 87,695 $4.5M
Baugh & Associates, LLC 2.28% Add +0.5% 89,552 $4.4M
Howard Capital Management, LLC 0.07% New 86,423 $4.4M
MainStreet Investment Advisors LLC 0.59% Add +1.5% 86,416 $4.4M
PARK CIRCLE Co 3.91% No change 86,050 $4.4M
Regions Financial Corp. 0.03% Reduce -1.7% 85,124 $4.3M
Ascent Group, LLC 0.33% Reduce -3.6% 84,904 $4.3M
Fred Alger Management, LLC 0.02% Add +3.7% 84,863 $4.3M
Apollon Wealth Management, LLC 0.12% Add +6.7% 84,857 $4.3M
Twin Tree Management, LP 0.10% New 84,646 $4.3M
Good Life Advisors, LLC 0.27% Add +4.0% 84,645 $4.3M
Hantz Financial Services, Inc. 0.08% Reduce -3.2% 84,144 $4.3M
New Mexico Educational Retirement Board 0.14% Reduce -5.7% 83,995 $4.3M
Concurrent Investment Advisors, LLC 0.13% Add +0.6% 83,906 $4.3M
Sheaff Brock Investment Advisors, LLC 0.37% Add +0.9% 83,677 $4.3M
LVM Capital Management Ltd. 0.48% No change 93,005 $4.2M
Jefferies Financial Group Inc. 0.07% Add +1035.5% 82,963 $4.2M
DoubleLine ETF Adviser LP 1.03% Add +17.6% 82,921 $4.2M
Occudo Quantitative Strategies LP 0.77% Add +605.4% 82,837 $4.2M
Stock Yards Bank & Trust Co. 0.14% Add +0.9% 82,445 $4.2M
NEOS Investment Management LLC 0.13% Add +26.1% 82,350 $4.2M
Hennion & Walsh Asset Management, Inc. 0.20% Add +22.7% 82,288 $4.2M
Arkadios Wealth Advisors 0.24% Add +3.2% 82,176 $4.2M
Krilogy Financial LLC 0.29% Add +2.7% 81,973 $4.2M
CFM Wealth Partners LLC 0.73% Add +1.1% 81,871 $4.2M
HB Wealth Management, LLC 0.04% Add +13.2% 81,741 $4.2M
&partners 0.08% Add +177.4% 81,278 $4.1M
Argent Financial Group, Inc. 0.49% — 81,147 $4.1M
EP Wealth Advisors, LLC 0.04% Add +113.2% 81,119 $4.1M
Cornerstone Advisors, LLC 0.16% Add +21.5% 80,800 $4.1M
Johnson Investment Counsel Inc. 0.04% Reduce -7.9% 80,309 $4.1M
Whittier Trust Co. of Nevada Inc. 0.11% Add +0.2% 80,308 $4.1M
Sapient Capital LLC 0.08% Reduce -71.7% 74,540 $4.1M
Prospera Financial Services Inc 0.10% Add +9.8% 79,149 $4.0M
Highland Capital Management, LLC 0.23% Reduce -5.2% 78,013 $4.0M
Investmark Advisory Group LLC 1.93% Add +28.3% 77,705 $4.0M
Choreo, LLC 0.06% Add +11.8% 76,618 $4.0M
Hollencrest Capital Management 0.16% Add +1.1% 77,435 $4.0M
Clifford Swan Investment Counsel LLC 0.14% Reduce -1.7% 77,355 $3.9M
Convergence Investment Partners, LLC 1.06% Add +2.9% 77,259 $3.9M
Raymond James Trust N.A. 0.09% Reduce -0.9% 76,951 $3.9M
Verdence Capital Advisors LLC 0.31% Add +0.1% 76,293 $3.9M
Sigma Planning Corp 0.12% Reduce -3.8% 76,201 $3.9M
Accurate Wealth Management, LLC 0.78% Reduce -31.2% 77,558 $3.9M
Tower Research Capital LLC (TRC) 0.10% Reduce -5.8% 75,561 $3.9M
Ieq Capital, LLC 0.05% Add +14.4% 75,205 $3.8M
Clark Estates Inc. 0.71% Reduce -7.4% 75,150 $3.8M
Fifth Third Bancorp 0.01% Reduce -4.6% 75,075 $3.8M
Waterloo Capital, L.P. 0.42% Add +14.2% 74,793 $3.8M
Townsquare Capital LLC 0.05% Add +20.6% 74,589 $3.8M
Merit Financial Group, LLC 0.08% Reduce -13.0% 74,083 $3.8M
Group One Trading LLC 0.15% Reduce -39.5% 73,656 $3.8M
Sound View Wealth Advisors Group, LLC 0.31% Add +100.9% 73,553 $3.8M
LVW Advisors, LLC 0.48% Reduce -1.0% 73,493 $3.8M
Squarepoint Ops LLC 0.01% Add +57.5% 73,286 $3.7M
Freestone Capital Holdings, LLC 0.13% Reduce -14.6% 72,857 $3.7M
Cypress Capital Group 0.42% Add +0.5% 72,838 $3.7M
Public Sector Pension Investment Board 0.02% Add +10.3% 72,830 $3.7M
Tyler-Stone Wealth Management 0.70% Add +94.2% 72,704 $3.7M
Janus Henderson Group PLC 0.00% Reduce -5.4% 72,216 $3.7M
Norinchukin Bank, The 0.09% Add +16.7% 71,515 $3.7M
Dynamic Advisor Solutions LLC 0.11% Reduce -1.1% 71,404 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +2.4% 71,194 $3.6M
GLOBALT Investments LLC / GA 0.14% Reduce -34.7% 71,190 $3.6M
Principal Securities, Inc. 0.09% Add +5.6% 70,295 $3.6M
Pine Valley Investments Ltd Liability Co 0.25% Add +2.4% 69,674 $3.6M
Glenview Trust Co 0.07% Add +3.0% 70,059 $3.6M
Formidable Asset Management, LLC 0.57% Reduce -10.1% 69,942 $3.6M
Fernwood Investment Management, LLC 1.17% Reduce -1.8% 69,893 $3.6M
Torray Investment Partners LLC 0.49% Add +2.4% 69,232 $3.5M
Community Bank & Trust, Waco, Texas 0.79% Reduce -5.3% 68,818 $3.5M
Belpointe Asset Management LLC 0.21% Add +175.0% 68,684 $3.5M
Y-Intercept (Hong Kong) Ltd 0.21% Reduce -58.6% 68,644 $3.5M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -79.2% 68,456 $3.5M
Mayflower Financial Advisors, LLC 0.52% Add +0.4% 67,274 $3.4M
Vontobel Holding Ltd. 0.01% Add +4.9% 67,010 $3.4M
Bessemer Group Inc. 0.01% Add +1.9% 66,926 $3.4M
Aviva PLC 0.01% Reduce -0.8% 66,442 $3.4M
Sunbelt Securities, Inc. 0.33% Add +4.2% 66,378 $3.4M
Slagle Financial, LLC 1.50% Add +8.1% 66,226 $3.4M
Founders Financial Alliance, LLC 0.94% Add +6.6% 66,118 $3.4M
Citizens National Bank Trust Department 0.70% Reduce -3.4% 65,586 $3.3M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -23.4% 64,595 $3.3M
3Chopt Investment Partners, LLC 1.19% Reduce -3.5% 64,023 $3.3M
Wbi Investments, LLC 0.79% Reduce -25.1% 64,653 $3.3M
Diversify Advisory Services, LLC 0.18% Add +9.1% 65,249 $3.3M
Alaska Permanent Fund Corp 0.05% No change 63,927 $3.3M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.9% 63,706 $3.3M
Horizon Kinetics Asset Management LLC 0.05% Add +58.9% 63,667 $3.2M
Stokes Family Office, LLC 0.35% Reduce -2.3% 63,188 $3.2M
Park Avenue Securities LLC 0.04% Add +14.1% 63,043 $3.2M
NorthCoast Asset Management LLC 0.02% Add +52.1% 100,970 $3.2M
FineMark National Bank & Trust 0.11% Add +9.4% 62,442 $3.2M
Fisher Asset Management 0.00% Add +24.9% 62,355 $3.2M
Texas Yale Capital Corp. 0.14% Reduce -0.9% 61,973 $3.2M
Bokf, NA 0.06% Add +0.5% 62,995 $3.1M
GMO 0.01% New 61,532 $3.1M
Tiaa Trust, National Association 0.01% Add +1.4% 61,524 $3.1M
Bridges Investment Management Inc. 0.04% Reduce -5.7% 61,456 $3.1M
PFG Investments, LLC 0.20% Reduce -1.8% 61,202 $3.1M
Valley National Advisers Inc. 0.56% Reduce -45.6% 60,886 $3.1M
Frank, Rimerman Advisors LLC 0.22% Reduce -28.5% 60,847 $3.1M
Hancock Whitney Corp. 0.10% Add +1.3% 60,830 $3.1M
CoreCap Advisors, LLC 0.15% Add +1.7% 60,829 $3.1M
Financial Sense Advisors, Inc. 0.85% Add +2.8% 60,478 $3.1M
KPP Advisory Services LLC 0.73% Reduce -0.3% 59,911 $3.1M
Dana Investment Advisors, Inc. 0.10% Reduce -1.7% 59,530 $3.0M
HBW Advisory Services LLC 0.44% Reduce -8.7% 59,445 $3.0M
Wealthspire Advisors, LLC 0.03% Add +8.6% 59,222 $3.0M
Capital Square, LLC 1.83% Reduce -5.5% 59,046 $3.0M
Ridgepath Capital Management LLC 2.40% Add +4.6% 58,876 $3.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.14% Reduce -0.7% 58,836 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +1.5% 58,830 $3.0M
Mechanics Bank Trust Department 0.40% Reduce -1.5% 58,668 $3.0M
Clearstead Advisors, LLC 0.05% Reduce -23.2% 58,501 $3.0M
Haverford Trust Co 0.03% Add +15.1% 58,447 $3.0M
B.O.S.S. Retirement Advisors, LLC 0.60% Add +3.0% 58,150 $3.0M
Baldwin Wealth Partners LLC 0.20% Reduce -3.9% 57,923 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.7% 57,557 $2.9M
RK Capital Management, LLC 3.01% New 57,500 $2.9M
Investment Management Corp of Ontario 0.07% Add +48.7% 57,096 $2.9M
Marcum Wealth, LLC 0.27% Add +1.9% 56,794 $2.9M
Strategic Investment Advisors / MI 0.31% Add +4.0% 56,306 $2.9M
Lowe Brockenbrough & Co. Inc. 0.18% Add +1.3% 54,835 $2.9M
Centiva Capital, LP 0.13% Reduce -58.8% 55,607 $2.8M
OneDigital Investment Advisors LLC 0.03% Add +7.7% 55,385 $2.8M
Argent Trust Co 0.12% Reduce -2.3% 54,897 $2.8M
Strategy Asset Managers LLC 0.54% New 54,888 $2.8M
Empirical Finance, LLC 0.16% Add +3.8% 54,783 $2.8M
Contrarius Investment Management Ltd 0.16% Reduce -4.6% 54,359 $2.8M
Abacus FCF Advisors LLC 0.64% Reduce -31.4% 54,334 $2.8M
Verus Financial Partners, Inc. 0.30% Reduce -3.4% 54,170 $2.8M
Alta Capital Management LLC/ 0.16% New 53,361 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +2.0% 53,225 $2.7M
Independent Solutions Wealth Management, LLC 0.61% Reduce -3.9% 53,202 $2.7M
Hilltop Holdings Inc. 0.18% Add +8.6% 53,168 $2.7M
Moneco Advisors, LLC 0.34% Reduce -4.7% 53,104 $2.7M
Axxcess Wealth Management, LLC 0.07% Reduce -16.4% 52,701 $2.7M
Verus Capital Partners, LLC 0.26% Reduce -4.8% 52,092 $2.7M
Leelyn Smith, LLC 0.48% Add +1.9% 52,111 $2.7M
Prosperitas Financial LLC 1.43% Add +9.2% 52,022 $2.7M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -5.2% 51,841 $2.6M
Cohen Klingenstein LLC 0.09% No change 51,448 $2.6M
Allworth Financial LP 0.02% Reduce -3.5% 51,293 $2.6M
Carnegie Investment Counsel 0.08% Reduce -2.6% 50,832 $2.6M
Benjamin Edwards Inc. 0.04% Add +2103.4% 50,766 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -8.8% 50,517 $2.6M
Financial Partners Group, LLC 0.96% Reduce -3.7% 50,397 $2.6M
Trivium Point Advisory, LLC 0.36% Add +2.0% 46,323 $2.6M
VELA Investment Management, LLC 0.87% No change 50,093 $2.6M
Personal Cfo Solutions, LLC 0.36% Add +6.2% 49,966 $2.6M
Confluence Wealth Services, Inc. 0.19% Add +1.3% 49,785 $2.5M
Harbour Investments, Inc. 0.08% Add +2.5% 49,428 $2.5M
Parthenon LLC 0.30% No change 49,327 $2.5M
Pekin Hardy Strauss, Inc. 0.32% Reduce -0.9% 49,182 $2.5M
TCV Trust & Wealth Management, Inc. 0.22% Reduce -2.0% 48,971 $2.5M
Ostrum Asset Management 0.21% Add +1.2% 48,835 $2.5M
Heritage Investors Management Corp. 0.08% Reduce -31.9% 48,789 $2.5M
First Trust Direct Indexing L.P. 0.13% Add +17.5% 48,656 $2.5M
AlphaQuest LLC 0.22% Reduce -18.4% 48,541 $2.5M
Wealthcare Advisory Partners LLC 0.07% Add +16.9% 48,380 $2.5M
Kinloch Capital, LLC 1.19% Reduce -5.2% 48,017 $2.5M
HM Payson & Co. 0.04% Reduce -0.5% 47,574 $2.4M
Pitcairn Co. 0.14% Reduce -12.8% 47,445 $2.4M
Cornerstone Wealth Management, LLC 0.17% Add +4.0% 47,412 $2.4M
Bollard Group LLC 0.06% Add +33.7% 47,338 $2.4M
NewEdge Wealth, LLC 0.04% Add +4.9% 47,294 $2.4M
Sepio Capital, LP 0.19% Reduce -4.7% 47,090 $2.4M
Ceera Investments, LLC 0.90% Add +0.2% 46,955 $2.4M
EFG Asset Management (Americas) Corp. 0.47% Reduce -0.8% 46,944 $2.4M
Stonegate Investment Group, LLC 0.06% Add +0.5% 46,895 $2.4M
Hunter Associates Investment Management LLC 0.37% Reduce -0.3% 46,704 $2.4M
Associated Banc-Corp 0.07% Reduce -2.6% 46,592 $2.4M
Edgar Lomax Co. 0.14% No change 46,440 $2.4M
NBT Bank, N.A. 0.16% Reduce -12.7% 46,386 $2.4M
Independent Financial Group, LLC 0.09% Reduce -11.2% 46,253 $2.4M
Hartford Financial Management Inc. 0.48% No change 45,659 $2.3M
Silvercrest Asset Management Group LLC 0.02% Reduce -3.4% 45,655 $2.3M
LifePro Asset Management 1.41% Reduce -7.0% 45,118 $2.3M
Metis Global Partners, LLC 0.07% Add +1.8% 45,091 $2.3M
ProVise Management Group, LLC 0.18% Reduce -3.4% 44,652 $2.3M
SeaCrest Wealth Management, LLC 0.25% Reduce -3.2% 44,631 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +7.3% 44,541 $2.3M
Concourse Financial Group Securities, Inc. 0.13% Reduce -3.8% 43,252 $2.3M
Independence Bank of Kentucky 0.48% Add +2.3% 44,010 $2.2M
Waters Parkerson & Co., LLC 0.11% Reduce -4.9% 43,943 $2.2M
Deltec Asset Management LLC 0.44% Reduce -3.0% 43,895 $2.2M
American Century Companies Inc. 0.00% Reduce -14.1% 43,676 $2.2M
Buckhead Capital Management LLC 0.70% Reduce -1.3% 43,674 $2.2M
Ameritas Advisory Services, LLC 0.10% Add +4.6% 43,475 $2.2M
Valeo Financial Advisors, LLC 0.06% Reduce -0.9% 43,443 $2.2M
Capital Investment Advisory Services, LLC 0.21% Reduce -4.1% 43,080 $2.2M
Pinnacle Associates Ltd. 0.04% Add +2.0% 54,491 $2.2M
Mgo One Seven LLC 0.10% Reduce -14.3% 43,066 $2.2M
Moors & Cabot, Inc. 0.11% Reduce -2.3% 42,838 $2.2M
Disciplined Equity Management, Inc. 1.38% Reduce -2.4% 42,805 $2.2M
Segall Bryant & Hamill, LLC 0.03% New 42,763 $2.2M
Westpac Banking Corp. 0.15% Reduce -13.2% 42,742 $2.2M
Perpetual Ltd 0.02% Reduce -13.2% 42,742 $2.2M
Cary Street Partners Investment Advisory LLC 0.08% Reduce -0.2% 42,740 $2.2M
Private Trust Co. NA 0.22% Reduce -0.2% 42,728 $2.2M
Mid-American Wealth Advisory Group, Inc. 1.36% Reduce -18.0% 42,383 $2.2M
Simmons Bank 0.16% Reduce -2.4% 42,380 $2.2M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -3.8% 42,358 $2.2M
Sequoia Financial Advisors, LLC 0.02% Add +10.6% 42,263 $2.2M
Alley Investment Management Company, LLC 0.27% No change 42,159 $2.2M
Hayek Kallen Investment Management 0.76% Reduce -1.0% 42,133 $2.1M
Trust Co. of Vermont 0.11% Reduce -0.0% 42,086 $2.1M
IHT Wealth Management, LLC 0.06% Add +15.2% 42,032 $2.1M
Coldstream Capital Management Inc. 0.05% Add +8.7% 41,605 $2.1M
Promethium Advisors,llc 1.51% — 41,185 $2.1M
Machina Capital S.A.S. 0.85% Add +74.5% 41,853 $2.1M
Bryn Mawr Trust Advisors, LLC 0.11% Add +0.6% 41,403 $2.1M
Csenge Advisory Group 0.11% Add +3.6% 42,364 $2.1M
Howard Capital Management Group, LLC 0.15% No change 41,184 $2.1M
Welch Group, LLC 0.09% Add +0.3% 41,040 $2.1M
Kathmere Capital Management, LLC 0.20% Add +26.3% 41,012 $2.1M
Optimist Retirement Group LLC 0.94% Reduce -5.2% 40,672 $2.1M
Aviance Capital Partners, LLC 0.27% Add +0.5% 40,362 $2.1M
Parallel Advisors, LLC 0.05% Add +0.0% 40,327 $2.1M
Affinity Investment Advisors, LLC 1.41% Add +0.2% 40,218 $2.1M
Fortune Financial Advisors, LLC 1.86% Reduce -0.8% 40,167 $2.1M
SouthState Bank Corp 0.14% No change 40,150 $2.0M
Prosperity Consulting Group, LLC 0.16% Add +207.7% 40,143 $2.0M
Virtu Financial LLC 0.11% New 39,986 $2.0M
Amica Mutual Insurance Co. 0.20% No change 39,899 $2.0M
GM Advisory Group, LLC 0.12% Add +14.6% 39,631 $2.0M
Florida Trust Wealth Management Co 0.06% Reduce -9.7% 39,307 $2.0M
Stolper Co 0.65% Add +0.5% 39,113 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +10.8% 39,067 $2.0M
Farther Finance Advisors, LLC 0.07% Add +39.9% 38,958 $2.0M
Bahl & Gaynor LLC 0.01% Add +165.1% 38,943 $2.0M
Waverly Advisors, LLC 0.04% Add +1.8% 38,854 $2.0M
Redwood Investment Management, LLC 0.18% Reduce -17.3% 38,796 $2.0M
Thrive Capital Management, LLC 0.93% Reduce -13.1% 38,621 $2.0M
Greenleaf Trust 0.02% Add +6.8% 38,192 $1.9M
Doliver Advisors, LP 0.53% Reduce -0.5% 38,061 $1.9M
Wesbanco Bank Inc. 0.07% Add +2.2% 37,891 $1.9M
Steel Grove Capital Advisors, LLC 0.27% Reduce -4.7% 37,586 $1.9M
Geneos Wealth Management Inc. 0.07% Add +39.7% 37,502 $1.9M
Wolverine Trading, LLC 0.05% Reduce -50.2% 37,375 $1.9M
Meeder Advisory Services, Inc. 0.12% Add +7.0% 37,380 $1.9M
J.W. Cole Advisors, Inc. 0.08% Reduce -3.8% 37,379 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.88% Reduce -0.1% 36,611 $1.9M
Next Level Private LLC 0.76% Add +7.2% 36,485 $1.9M
Northeast Financial Consultants Inc 0.08% Add +2.8% 36,287 $1.9M
Washington Trust Bank 0.18% Reduce -0.1% 36,154 $1.8M
Evergreen Capital Management LLC 0.06% Add +66.6% 35,426 $1.8M
Valicenti Advisory Services Inc. 0.47% No change 36,076 $1.8M
TCW Group Inc. 0.02% Reduce -1.9% 36,018 $1.8M
Ellenbecker Investment Group 0.35% Reduce -6.8% 35,935 $1.8M
Weinberger Asset Management, Inc 0.78% Reduce -0.7% 35,814 $1.8M
Ashton Thomas Private Wealth, LLC 0.10% Add +5.8% 35,425 $1.8M
CMG Global Holdings, LLC 1.01% Add +2.1% 35,147 $1.8M
Essex Financial Services, Inc. 0.13% Reduce -18.7% 35,740 $1.8M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.1% 34,942 $1.8M
Wedbush Securities Inc. 0.07% Add +24.0% 34,859 $1.8M
Koshinski Asset Management, Inc. 0.15% Add +0.3% 34,724 $1.8M
Icon Wealth Advisors, LLC 0.15% Add +0.6% 34,596 $1.8M
Central Pacific Bank - Trust Division 0.23% No change 34,553 $1.8M
Bellecapital International Ltd. 0.35% Add +53.1% 34,431 $1.8M
Whitener Capital Management, Inc. 0.50% Add +12.5% 34,420 $1.8M
Bluefin Capital Management, LLC 1.92% Add +120.3% 34,300 $1.8M
Moloney Securities Asset Management, LLC 0.24% Reduce -13.0% 34,250 $1.7M
Ausdal Financial Partners, Inc. 0.18% Add +5.2% 34,132 $1.7M
Linden Thomas Advisory Services, LLC 0.24% Reduce -0.2% 34,127 $1.7M
Beverly Hills Private Wealth, LLC 0.35% Reduce -17.2% 33,849 $1.7M
Salem Investment Counselors Inc. 0.05% Add +2.9% 33,075 $1.7M
Atom Investors LP 0.18% Add +13.1% 33,669 $1.7M
Capital Advisory Group Advisory Services, LLC 0.68% Add +1.7% 33,658 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -1.9% 33,437 $1.7M
Poehling Capital Management, INC. 0.43% Reduce -4.6% 32,792 $1.7M
SageView Advisory Group, LLC 0.08% Reduce -4.5% 32,775 $1.7M
Bogart Wealth, LLC 0.08% Reduce -31.1% 32,491 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +3.2% 32,444 $1.7M
Federated Hermes, Inc. 0.00% Reduce -22.1% 32,393 $1.7M
Nicholas Hoffman & Company, LLC. 0.07% Reduce -5.6% 32,182 $1.6M
King Luther Capital Management Corp. 0.01% Add +0.0% 32,148 $1.6M
Kavar Capital Partners Group, LLC 0.26% Add +0.8% 31,935 $1.6M
OmniStar Financial Group, Inc. 1.22% Add +95.6% 31,784 $1.6M
WP Advisors, LLC 0.59% Reduce -5.8% 31,793 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -84.7% 27,567 $1.6M
Bradley Foster & Sargent Inc. 0.03% Add +24.9% 31,610 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -1.6% 31,584 $1.6M
Shell Asset Management Co. 0.07% — 31,506 $1.6M
Stratos Wealth Advisors, LLC 0.07% Reduce -0.2% 31,465 $1.6M
Integrated Advisors Network LLC 0.08% Add +4.6% 31,443 $1.6M
Thoroughbred Financial Services, LLC 0.10% Reduce -1.2% 30,989 $1.6M
Cullinan Associates Inc. 0.09% No change 32,177 $1.6M
Summit Financial, LLC 0.06% Add +29.5% 30,264 $1.6M
Brandywine Trust Co. 0.23% No change 30,814 $1.6M
Capital International Sarl 0.04% Add +20.0% 30,727 $1.6M
ArchPoint Investors 0.52% No change 30,117 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +0.0% 30,664 $1.6M
Elevation Point Wealth Partners, LLC 0.15% Reduce -5.1% 30,528 $1.6M
Caldwell Trust Co 0.16% Reduce -0.3% 30,480 $1.6M
First Hawaiian Bank 0.05% Add +28.9% 30,424 $1.6M
Western Wealth Management, LLC 0.09% Add +1.0% 29,945 $1.5M
IFP Advisors, Inc 0.06% Reduce -6.6% 29,904 $1.5M
Daymark Wealth Partners, LLC 0.06% Add +0.8% 29,828 $1.5M
Cornercap Investment Counsel Inc. 0.45% Reduce -52.8% 29,791 $1.5M
Means Investment Co., Inc. 0.17% Reduce -1.4% 29,764 $1.5M
Marino, Stram & Associates LLC 0.34% Add +1.0% 29,594 $1.5M
Oak Thistle LLC 0.49% Add +68.3% 29,513 $1.5M
Lynch & Associates 0.32% Add +3.0% 29,513 $1.5M
WINTON GROUP Ltd 0.11% New 29,391 $1.5M
Signaturefd, LLC 0.03% Add +5.4% 29,332 $1.5M
Fulton Bank, N.A. 0.06% Reduce -6.0% 29,295 $1.5M
Exencial Wealth Advisors, LLC 0.05% Reduce -3.2% 29,286 $1.5M
Taylor Hoffman Capital Management LLC 0.57% — 27,337 $1.5M
Delta Financial Group, Inc. 0.55% Add +0.3% 29,062 $1.5M
Nomura Holdings Inc. 0.01% Reduce -84.4% 28,971 $1.5M
HF Advisory Group, LLC 0.69% Reduce -4.8% 28,917 $1.5M
Vista Investment Partners LLC 0.47% Reduce -1.2% 28,746 $1.5M
Horizon Investments, LLC 0.04% Reduce -4.3% 28,745 $1.5M
Shoker Investment Counsel, Inc. 0.49% Reduce -1.5% 28,711 $1.5M
GAMMA Investing LLC 0.14% Add +38.7% 28,656 $1.5M
WFA Asset Management Corp 0.79% Add +20.9% 28,595 $1.5M
First City Capital Management, Inc. 0.75% Reduce -2.9% 28,547 $1.5M
Silverlake Wealth Management LLC 0.56% Add +6.9% 28,327 $1.4M
Perigon Wealth Management, LLC 0.04% Reduce -2.1% 28,156 $1.4M
Applied Capital LLC 1.12% Reduce -0.8% 28,147 $1.4M
Berkeley Capital Partners, LLC 0.41% Add +0.2% 27,987 $1.4M
Paradigm Capital Management, LLC 1.37% — 27,658 $1.4M
Delta Capital Management LLC 0.83% No change 27,670 $1.4M
Jump Financial, LLC 0.03% Add +92.7% 27,654 $1.4M
North Star Asset Management Inc. 0.06% Reduce -3.8% 27,600 $1.4M
United Advisor Group, LLC 0.32% Add +15.3% 27,560 $1.4M
Crestline Management, L.P. 0.08% Reduce -69.5% 27,523 $1.4M
Focused Wealth Management, Inc 0.19% Add +0.2% 27,507 $1.4M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 27,317 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 27,317 $1.4M
Kingswood Wealth Advisors, LLC 0.10% Add +48.4% 27,156 $1.4M
First Foundation Advisors 0.05% Reduce -1.7% 27,044 $1.4M
Hohimer Wealth Management, LLC 0.30% No change 27,018 $1.4M
Norden Group LLC 0.16% Add +80.4% 27,012 $1.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +9.6% 26,917 $1.4M
Keudell/Morrison Wealth Management 0.37% Reduce -1.6% 26,866 $1.4M
Griffin Asset Management, Inc. 0.15% Add +26.1% 26,795 $1.4M
GoalVest Advisory LLC 0.39% Add +7.1% 26,778 $1.4M
Left Brain Wealth Management, LLC 0.64% Add +0.1% 26,776 $1.4M
XML Financial, LLC 0.13% Reduce -2.5% 26,589 $1.4M
Radnor Capital Management, LLC 0.20% Add +1.1% 26,496 $1.4M
Kovack Advisors, Inc. 0.14% Reduce -2.5% 26,426 $1.3M
Burford Brothers, Inc. 0.70% Add +2.3% 26,346 $1.3M
Keynote Financial Services LLC 1.03% No change 26,284 $1.3M
Greenfield Savings Bank 0.63% Reduce -0.2% 26,226 $1.3M
Leonteq Securities AG 0.16% Add +139.6% 26,209 $1.3M
Gsa Capital Partners LLP 0.10% Add +28.0% 26,123 $1.3M
Cascade Investment Group, Inc. 0.98% Reduce -1.3% 26,109 $1.3M
Narwhal Capital Management 0.12% No change 26,065 $1.3M
Agf Management Ltd. 0.01% Reduce -12.3% 26,011 $1.3M
Wedgewood Investors Inc. 1.44% No change 25,760 $1.3M
Harbor Capital Advisors, Inc. 0.06% Add +5.4% 25,664 $1.3M
HBK Sorce Advisory LLC 0.04% Reduce -1.7% 25,563 $1.3M
Rehmann Capital Advisory Group 0.08% Add +1.9% 25,397 $1.3M
Capital CS Group, LLC 1.56% Add +0.0% 25,372 $1.3M
Logan Capital Management Inc. 0.05% No change 25,219 $1.3M
Profund Advisors LLC 0.05% Add +27.2% 25,189 $1.3M
Blue Trust, Inc. 0.02% Add +123.4% 28,058 $1.3M
Manning & Napier Advisors LLC 0.01% Reduce -58.3% 25,000 $1.3M
MADDEN SECURITIES Corp 0.55% No change 24,907 $1.3M
Paradigm Asset Management Co. LLC 0.33% No change 24,900 $1.3M
CW Advisors, LLC 0.02% Add +98.5% 24,820 $1.3M
Scientech Research LLC 0.25% New 24,817 $1.3M
Certified Advisory Corp 0.14% Add +2.8% 24,645 $1.3M
Moody National Bank Trust Division 0.13% Add +14.8% 24,607 $1.3M
Wealth Alliance Advisory Group, LLC 0.26% Add +5.0% 24,591 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.26% Reduce -1.4% 24,582 $1.3M
Atlas Capital Advisors Inc. 0.19% Add +5.2% 24,557 $1.3M
Alpha Cubed Investments, LLC 0.06% Add +0.2% 24,249 $1.2M
Flagship Harbor Advisors, LLC 0.07% Reduce -3.9% 24,214 $1.2M
First Horizon Advisors, Inc. 0.03% Reduce -3.4% 24,186 $1.2M
Simplicity Wealth,LLC 0.11% Reduce -57.0% 24,149 $1.2M
Focus Financial Network, Inc. 0.05% Reduce -4.7% 23,651 $1.2M
Groupama Asset Managment 0.03% Reduce -20.5% 59,004 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Add +42.8% 23,850 $1.2M
Leavell Investment Management, Inc. 0.06% Add +2.0% 23,122 $1.2M
VeraBank, N.A. 0.35% Add +57.0% 23,506 $1.2M
Spire Wealth Management 0.04% Reduce -8.3% 23,327 $1.2M
Precedent Wealth Partners, LLC 0.39% New 23,301 $1.2M
CSS LLC 0.21% Reduce -30.1% 23,200 $1.2M
Fiduciary Trust Co 0.02% Reduce -7.1% 23,188 $1.2M
Lee Danner & Bass Inc. 0.08% Add +1.1% 23,080 $1.2M
Park National Corp. 0.04% Reduce -3.5% 23,030 $1.2M
Traynor Capital Management, Inc. 0.10% Add +2.9% 22,979 $1.2M
Clear Creek Financial Management, LLC 0.13% Reduce -1.7% 22,912 $1.2M
Rothschild Investment LLC 0.08% Reduce -0.3% 22,885 $1.2M
Berkshire Asset Management LLC 0.06% No change 25,620 $1.2M
Jacobi Capital Management LLC 0.09% Add +0.4% 22,861 $1.2M
Vise Technologies, Inc. 0.15% Add +0.9% 22,824 $1.2M
Ignite Planners, LLC 0.27% Reduce -6.1% 22,697 $1.2M
Burke & Herbert Bank & Trust Co. 0.27% Reduce -0.0% 22,485 $1.1M
Semmax Financial Advisors Inc. 0.31% Add +3.0% 21,036 $1.1M
Leisure Capital Management 0.49% Add +0.8% 22,291 $1.1M
One Capital Management, LLC 0.04% Reduce -0.1% 22,240 $1.1M
Clarity Financial LLC 0.13% Add +16.3% 22,194 $1.1M
Crawford Investment Counsel Inc. 0.02% Reduce -12.2% 22,181 $1.1M
TrinityBridge Ltd 0.03% Reduce -9.3% 22,118 $1.1M
Kowal Investment Group, LLC 0.21% Reduce -5.8% 22,040 $1.1M
Paragon Financial Partners, Inc. 0.82% No change 21,978 $1.1M
FRG Family Wealth Advisors LLC 0.20% No change 21,867 $1.1M
Gray Wealth Management Inc. 0.44% Add +5.9% 21,857 $1.1M
Morningstar Investment Management LLC 0.11% Reduce -1.1% 22,341 $1.1M
Key Client Fiduciary Advisors, LLC 0.51% Add +0.9% 21,796 $1.1M
Hexagon Capital Partners LLC 0.22% Reduce -4.8% 21,648 $1.1M
GTS Securities LLC 0.02% Reduce -82.8% 21,635 $1.1M
Qtron Investments LLC 0.15% No change 21,601 $1.1M
Center For Asset Management LLC 0.66% Add +4.1% 21,565 $1.1M
Private Portfolio Partners LLC 0.21% Reduce -16.3% 21,512 $1.1M
Modera Wealth Management, LLC 0.01% Add +10.0% 21,461 $1.1M
Quilter Plc 0.02% Reduce -8.6% 21,300 $1.1M
AdvisorNet Financial, Inc 0.08% Add +16.3% 21,293 $1.1M
Welch & Forbes LLC 0.01% Add +2.1% 21,245 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -29.9% 21,229 $1.1M
Plan Group Financial, LLC 0.57% Add +8.6% 21,223 $1.1M
HCR Wealth Advisors 0.14% Reduce -0.3% 21,191 $1.1M
Burns J W & Co. Inc. 0.14% Reduce -9.2% 21,156 $1.1M
Finer Wealth Management, Inc. 0.67% Add +66.5% 21,146 $1.1M
Beacon Financial Advisory LLC 0.37% Reduce -4.4% 21,102 $1.1M
Sumitomo Life Insurance Co. 0.02% Add +2.8% 21,059 $1.1M
Dodge & Cox 0.00% No change 21,000 $1.1M
Smartleaf Asset Management LLC 0.13% Add +6.6% 20,852 $1.1M
Ipswich Investment Management Co., Inc. 0.25% Reduce -0.2% 20,845 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -6.7% 20,397 $1.1M
Colonial River Investments, LLC 0.53% Reduce -35.1% 20,769 $1.1M
Chelsea Counsel Co. 0.52% Add +7.8% 20,300 $1.1M
Onyx Bridge Wealth Group LLC 0.16% Reduce -0.4% 20,647 $1.1M
Jamison Private Wealth Management, Inc. 0.16% Reduce -1.6% 20,511 $1.0M
Sandy Spring Bank 0.04% Reduce -5.5% 20,472 $1.0M
Beese Fulmer Investment Management, Inc. 0.09% Reduce -0.6% 20,412 $1.0M
Ossiam 0.02% Add +40.7% 20,403 $1.0M
Cidel Asset Management Inc. 0.07% Reduce -1.6% 20,360 $1.0M
Excalibur Management Corp. 0.40% Reduce -2.4% 20,317 $1.0M
Cadence Bank 0.07% Reduce -0.3% 20,302 $1.0M
ICW Investment Advisors LLC 0.43% Reduce -3.4% 20,207 $1.0M
Charter Research & Investment Group, Inc. 0.76% Reduce -1.3% 20,192 $1.0M
Alkeme Wealth, LLC 0.46% Add +0.0% 20,159 $1.0M
Spreng Capital Management, Inc. 0.49% Reduce -28.4% 20,113 $1.0M
First Nebraska Trust Co 0.10% Add +1.0% 20,011 $1.0M
Rossmore Private Capital 0.12% No change 19,804 $1.0M
Capstone Investment Advisors, LLC 0.04% Reduce -62.4% 19,779 $1.0M
Financial Counselors Inc. 0.01% Reduce -0.6% 19,772 $1.0M
Larson Financial Group LLC 0.06% Add +115.0% 19,645 $1.0M
Viewpoint Capital Management LLC 0.56% Reduce -0.4% 19,535 $997K
Moneta Group Investment Advisors LLC 0.01% Add +1.7% 19,465 $994K
Brophy Wealth Management, LLC 0.36% — 19,463 $993K
Crestwood Advisors Group, LLC 0.02% Reduce -8.5% 19,407 $991K
Sonora Investment Management Group, LLC 0.07% Reduce -28.2% 19,355 $988K
ORG Partners LLC 0.16% Reduce -55.3% 19,265 $984K
Kanawha Capital Management LLC 0.07% Reduce -2.4% 19,211 $981K
WealthCare Investment Partners, LLC 0.43% Add +2.5% 19,513 $974K
Westmount Partners, LLC 0.29% Reduce -2.2% 19,074 $974K
Pinion Investment Advisors, LLC 0.41% Add +20.7% 19,027 $971K
Franklin Street Advisors Inc. 0.07% Add +0.9% 18,986 $969K
Mill Capital Management, LLC 0.08% Reduce -17.6% 18,963 $968K
Arete Wealth Advisors, LLC 0.08% New 18,873 $963K
Cannell & Spears LLC 0.02% No change 18,835 $961K
Dark Forest Capital Management LP 0.12% New 18,805 $960K
X-Square Capital, LLC 0.32% Add +5.0% 18,797 $959K
Annex Advisory Services, LLC 0.03% Reduce -4.7% 18,783 $959K
World Investment Advisors 0.03% Add +42.4% 18,777 $958K
Dudley Capital Management, LLC 0.50% Add +0.1% 18,705 $955K
Walleye Capital LLC 0.01% Reduce -71.0% 18,674 $953K
Smith, Moore & Co. 0.09% Reduce -2.4% 18,651 $952K
R.m.sincerbeaux Capital Management LLC 0.59% No change 18,599 $949K
Rovin Capital /Ut/ 0.35% Add +9.1% 18,595 $949K
Lazari Capital Management, Inc. 0.41% Reduce -44.4% 18,590 $949K
Widmann Financial Services, Inc. 0.72% Add +1.2% 18,561 $947K
Colonial Trust Co / SC 0.15% Add +88.5% 18,542 $946K
StoneX Group Inc. 0.07% Add +15.9% 18,192 $945K
Zhang Financial LLC 0.06% Add +1.1% 18,454 $942K
Richard W. Paul & Associates, LLC 0.33% Add +0.4% 18,199 $929K
Epoch Investment Partners, Inc. 0.00% Reduce -2.5% 18,182 $928K
Independent Wealth Network Inc. 0.41% Reduce -0.6% 17,972 $917K
Drucker Wealth 3.0, LLC 0.22% Add +0.8% 17,967 $917K
LS Investment Advisors, LLC 0.14% Add +36.0% 17,936 $915K
First Merchants Corp. 0.04% Add +73.0% 17,925 $915K
Flputnam Investment Management Co. 0.02% Add +26.6% 17,039 $913K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.5% 17,418 $907K
Cortland Associates Inc. 0.11% Add +1.8% 17,731 $905K
Cigna Investments Inc. 0.16% Reduce -1.4% 17,634 $900K
Aster Capital Management (DIFC) Ltd 0.19% — 17,619 $899K
Clarius Group, LLC 0.06% Reduce -5.0% 17,655 $899K
Sentry Investment Management LLC 0.38% Add +5.0% 17,603 $899K
Oliver Luxxe Assets LLC 0.16% No change 17,610 $899K
Trust Co. of Toledo NA 0.12% Add +3.4% 17,515 $894K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.1% 17,512 $894K
WealthPLAN Partners, LLC 0.12% Reduce -0.6% 17,435 $890K
Mission Wealth Management, LP 0.02% Add +22.4% 17,400 $888K
KLCM Advisors, Inc. 0.11% Add +0.9% 17,357 $886K
North Star Investment Management Corp. 0.06% Reduce -0.5% 17,323 $884K
Williams Jones Wealth Management, LLC. 0.01% Add +1.2% 17,299 $883K
Everett Harris & Co. 0.01% Add +3.0% 17,180 $877K
Lanark Financial, Inc. 0.07% Reduce -8.2% 17,181 $876K
DGS Capital Management, LLC 0.24% Add +111.8% 17,153 $875K
HUB Investment Partners, LLC 0.04% Add +6.5% 17,058 $871K
Carmichael Hill & Associates, Inc. 0.32% Reduce -0.7% 16,993 $867K
Capital Advisors Inc. 0.02% Add +2.6% 16,948 $865K
Searle & Co. 0.22% Reduce -5.0% 16,899 $863K
Intrust Bank NA 0.09% Add +7.5% 16,854 $860K
Avidian Wealth Enterprises, LLC 0.04% Add +1.6% 16,841 $860K
Klingenstein Fields & Co. LP 0.03% No change 16,803 $858K
First Trust Investment Solutions L.P. 0.10% Reduce -6.8% 16,701 $852K
Inscription Capital, LLC 0.13% Reduce -10.2% 16,683 $851K
WCG Wealth Advisors LLC 0.06% Add +7.6% 16,668 $851K
Pure Financial Advisors, LLC 0.02% Add +122.1% 16,652 $850K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.1% 16,650 $850K
Loomis Sayles & Co. L P 0.00% Add +71.0% 16,641 $849K
V-Square Quantitative Management LLC 0.12% Add +34.7% 16,451 $840K
American Financial & Tax Strategies Inc. 0.43% No change 16,447 $839K
Centennial Wealth Advisory LLC 0.33% Add +1.9% 16,442 $839K
Mainstay Capital Management LLC 0.14% New 16,429 $839K
Grove Bank & Trust 0.12% Reduce -12.8% 16,341 $834K
CoreFirst Bank & Trust 0.48% Reduce -0.3% 16,300 $832K
Continuum Advisory, LLC 0.11% Add +12.5% 15,006 $831K
Eastern Bank 0.01% New 16,225 $828K
Marco Investment Management LLC 0.07% Add +23.1% 16,118 $823K
Retirement Planning Group, LLC 0.04% Add +1.2% 16,106 $822K
Westbourne Investment Advisors, Inc. 0.29% No change 16,099 $822K
Ballentine Partners, LLC 0.01% Add +5.2% 16,099 $822K
Forum Financial Management, LP 0.01% Add +20.4% 16,097 $822K
Woodward Diversified Capital, LLC 0.52% Reduce -3.6% 16,093 $821K
Leo Wealth, LLC 0.08% Reduce -5.8% 16,092 $821K
Bath Savings Trust Co 0.08% No change 16,086 $821K
Godsey & Gibb, Inc. 0.08% Reduce -9.9% 16,038 $819K
Joel Isaacson & Co., LLC 0.04% Reduce -2.7% 16,014 $817K
Allegheny Financial Group 0.20% Reduce -3.0% 15,992 $816K
MTM Investment Management, LLC 0.32% Add +0.4% 16,261 $815K
Retirement Guys Formula LLC 0.38% Add +5.9% 15,929 $813K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -3.1% 15,603 $812K
My Legacy Advisors, LLC 0.32% Reduce -19.5% 15,740 $803K
Plimoth Trust Co. LLC 0.20% Reduce -1.7% 15,705 $802K
Eagle Global Advisors LLC 0.04% Reduce -1.2% 15,704 $802K
Centaurus Financial, Inc. 0.05% Reduce -0.5% 15,695 $801K
Modern Wealth Management, LLC 0.05% Add +42.6% 15,582 $795K
Ellsworth Advisors, LLC 0.20% Add +14.9% 15,405 $786K
Silver Coast Investments LLC 0.29% Reduce -4.3% 15,360 $784K
IFG Advisory, LLC 0.05% Reduce -3.5% 15,337 $783K
Sanders Morris Harris LLC 0.13% No change 15,327 $782K
Philadelphia Trust Co. 0.06% Reduce -14.9% 15,311 $781K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -0.1% 15,237 $778K
UNIVEST FINANCIAL Corp 0.05% Add +185.4% 15,210 $776K
Chapin Davis, Inc. 0.25% Reduce -5.0% 15,184 $775K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -1.8% 15,182 $775K
Ancora Advisors LLC 0.02% Reduce -9.0% 15,112 $771K
Bordeaux Wealth Advisors LLC 0.14% Add +7.1% 15,089 $770K
CWS Financial Advisors, LLC 0.27% Add +0.6% 15,084 $770K
Fidelis Capital Partners, LLC 0.09% Add +0.0% 15,430 $768K
Brass Tax Wealth Management, Inc. 0.16% New 15,034 $767K
Gables Capital Management Inc. 0.39% Reduce -0.4% 15,033 $767K
Arnhold LLC 0.07% No change 15,000 $766K
Compagnie Lombard Odier SCmA 0.01% No change 15,000 $766K
McGowan Group Asset Management, Inc. 0.10% Add +2.4% 14,946 $763K
Rwa Wealth Partners, LLC 0.01% Add +45.0% 14,908 $761K
New Vernon Capital Holdings II LLC 0.41% No change 14,908 $761K
Syon Capital LLC 0.07% Reduce -0.8% 14,841 $757K
Douglass Winthrop Advisors, LLC 0.01% No change 14,793 $755K
Courier Capital LLC 0.05% Reduce -0.3% 14,768 $754K
UMB Bank, n.a. 0.01% Add +7.2% 14,760 $753K
Hilltop National Bank 0.23% Add +0.6% 14,747 $753K
Bridgefront Capital, LLC 0.29% Add +19.6% 14,745 $753K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +0.1% 14,688 $750K
Salvus Wealth Management, LLC 0.46% Add +2.8% 14,688 $750K
Checchi Capital Advisers, LLC 0.06% Add +4.8% 14,685 $750K
Walker Asset Management, LLC 0.46% Reduce -14.5% 14,663 $748K
Transcend Capital Advisors, LLC 0.05% Reduce -1.8% 14,563 $743K
Avior Wealth Management, LLC 0.03% Add +34.9% 14,506 $740K
Waldron Private Wealth LLC 0.03% Add +26.7% 14,504 $740K
Kendall Capital Management 0.23% No change 14,497 $740K
Gilliland Jeter Wealth Management LLC 0.24% Add +0.3% 14,444 $737K
Kapitalo Investimentos Ltda 0.18% Add +18.5% 14,412 $736K
D'Orazio & Associates, Inc. 0.10% Add +8.3% 14,404 $735K
FLC Capital Advisors 0.17% Add +4.0% 14,396 $735K
MCF Advisors LLC 0.05% Add +8.4% 14,120 $734K
Wolff Financial Management LLC 0.20% Add +0.0% 14,217 $726K
Ethic Inc. 0.02% Reduce -15.3% 16,641 $726K
IRON Financial LLC 0.39% New 14,172 $723K
Baader Bank Aktiengesellschaft 0.06% Add +78.3% 16,575 $722K
Vermillion & White Wealth Management Group, LLC 0.53% Add +0.7% 14,109 $720K
First National Bank & Trust Co. of Newtown 0.14% Reduce -7.6% 14,039 $717K
Exchange Bank 0.59% Reduce -0.7% 14,018 $715K
Fifth Third Wealth Advisors LLC 0.04% Add +79.9% 14,004 $715K
Chemung Canal Trust Co. 0.14% New 13,992 $714K
Everstar Asset Management, LLC 0.49% — 13,984 $714K
Resurgent Financial Advisors LLC 0.42% Reduce -1.2% 13,978 $713K
Samalin Investment Counsel, LLC 0.31% Add +2.4% 13,967 $713K
Chicago Capital, LLC 0.02% Reduce -0.9% 13,945 $712K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -0.7% 13,917 $710K
Cozad Asset Management Inc. 0.07% Reduce -2.1% 13,916 $710K
Nicolet Advisory Services, LLC 0.07% Reduce -4.7% 14,169 $708K
World Equity Group, Inc. 0.26% Reduce -26.3% 13,860 $707K
Brooks, Moore & Associates, Inc. 0.42% No change 13,855 $707K
Davis Capital Management 0.56% Reduce -1.4% 13,852 $707K
San Luis Wealth Advisors LLC 0.15% Add +36.8% 13,849 $707K
Tradition Wealth Management, LLC 0.06% Add +0.2% 13,793 $704K
Chicago Partners Investment Group LLC 0.03% Add +21.4% 14,090 $702K
Meiji Yasuda Life Insurance Co 0.01% Reduce -31.7% 13,734 $701K
Allianz SE 0.02% No change 13,700 $699K
Meridian Wealth Management, LLC 0.03% Reduce -0.9% 13,706 $698K
Columbia Asset Management 0.12% Add +0.7% 13,670 $698K
Stegent Equity Advisors, Inc. 0.77% Add +18.6% 13,668 $698K
Advus Financial Partners, LLC 0.20% Add +4.1% 13,661 $697K
Farmers & Merchants Investments Inc. 0.02% Add +10.6% 13,606 $694K
Ti-Trust, Inc. 0.50% Reduce -0.0% 13,584 $693K
Fiduciary Group, LLC 0.07% Reduce -2.4% 13,575 $693K
Main Street Group, LTD 0.31% Reduce -4.0% 13,569 $693K
Kapstone Financial Advisors LLC 0.42% Reduce -1.4% 13,559 $692K
Castle Rock Wealth Management, LLC 0.16% Reduce -0.3% 13,848 $690K
Coastwise Capital Group, LLC 0.57% Reduce -23.2% 13,450 $686K
Great Lakes Advisors, LLC 0.01% New 13,449 $686K
Principle Wealth Partners LLC 0.05% No change 13,438 $686K
Alpha Omega Wealth Management LLC 0.13% Reduce -2.2% 13,401 $684K
Wagner Wealth Management, LLC 0.18% Add +1.2% 13,362 $682K
Boston Family Office LLC 0.05% Reduce -3.3% 13,366 $682K
Raab & Moskowitz Asset Management LLC 0.17% No change 13,356 $682K
Nwam LLC 0.04% Add +16.8% 13,355 $682K
Insigneo Advisory Services, LLC 0.07% Reduce -3.5% 13,314 $680K
LMCG Investments, LLC 0.04% Add +5.6% 13,291 $678K
Neville Rodie & Shaw Inc. 0.05% Add +0.4% 13,273 $678K
Elevated Capital Advisors, LLC 0.18% Reduce -1.3% 13,239 $676K
Certuity, LLC 0.07% Reduce -3.3% 13,218 $675K
Bison Wealth, LLC 0.11% Reduce -46.8% 13,211 $674K
Anchor Investment Management, LLC 0.06% Add +35.9% 13,174 $672K
Tevis Investment Management 0.50% No change 12,866 $670K
Intellectus Partners, LLC 0.17% Add +4.7% 12,840 $668K
Bill Few Associates, Inc. 0.24% Reduce -0.7% 13,095 $668K
Dover Advisors, LLC 0.38% Reduce -6.3% 13,037 $665K
Signature Wealth Management Partners, LLC 0.48% Reduce -7.1% 12,970 $662K
Redhawk Wealth Advisors, Inc. 0.09% New 12,959 $661K
Mogy Joel R Investment Counsel Inc. 0.04% No change 12,950 $661K
Graypoint LLC 0.04% Add +1.2% 12,924 $660K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -29.6% 12,901 $658K
44 Wealth Management LLC 0.23% — 13,185 $657K
Pallas Capital Advisors LLC 0.03% Reduce -18.1% 13,130 $656K
RIA Advisory Group LLC 0.23% — 12,840 $655K
Mitchell Sinkler & Starr 0.16% Reduce -31.8% 12,826 $655K
Horst & Graben Wealth Management LLC 0.12% Add +1.6% 12,817 $654K
Householder Group Estate & Retirement Specialist, LLC 0.19% Reduce -14.0% 12,774 $652K
Benchmark Financial Wealth Advisors, LLC 0.22% Add +10.8% 12,764 $651K
CenterBook Partners LP 0.04% New 12,756 $651K
Towne Trust Company, N.A 0.23% Reduce -1.2% 12,699 $648K
RFG Advisory, LLC 0.02% Add +5.7% 12,689 $648K
Spirit of America Management Corp. 0.13% No change 12,650 $646K
Cambria Investment Management, L.P. 0.04% Add +38.9% 12,627 $644K
International Private Wealth Advisors LLC 0.94% Reduce -6.5% 12,568 $641K
Aprio Wealth Management, LLC 0.10% Add +16.4% 12,522 $639K
SPC Financial, Inc. 0.06% Add +3.6% 12,504 $638K
Cornerstone Advisory, LLC 0.08% Reduce -8.3% 12,473 $637K
Capital Advisors Wealth Management, LLC 0.12% Add +2.0% 12,413 $634K
Diversified Trust Co. 0.02% Add +2.2% 12,391 $632K
Rogco, LP 0.25% Reduce -5.1% 12,390 $632K
Quadrant Capital Group LLC 0.04% Reduce -1.1% 12,387 $632K
Silver Oak Securities, Incorporated 0.07% Add +10.6% 12,368 $631K
Aureus Asset Management, LLC 0.04% No change 12,356 $631K
Wealth Effects LLC 0.22% Add +1.6% 12,350 $630K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +1.2% 12,338 $630K
Spinnaker Trust 0.04% No change 12,333 $629K
Wedmont Private Capital 0.04% Add +14.4% 12,575 $628K
Patten & Patten Inc. 0.04% Reduce -2.0% 12,297 $628K
Dakota Wealth Management 0.01% Reduce -0.3% 12,278 $627K
Westwood Holdings Group Inc. 0.00% Reduce -10.4% 12,276 $627K
HHM Wealth Advisors, LLC 0.09% Reduce -14.4% 12,263 $626K
Balentine LLC 0.02% Add +4.7% 12,259 $626K
Garden State Investment Advisory Services LLC 0.20% Reduce -6.0% 12,241 $625K
Synergy Asset Management, LLC 0.10% Reduce -8.0% 12,247 $625K
Empower Advisory Group, LLC 0.00% Reduce -0.2% 12,234 $624K
Northstar Advisory Group, LLC 0.32% Reduce -2.9% 12,233 $624K
Taylor & Morgan Wealth Management, LLC 0.42% Add +2.0% 12,231 $624K
Delta Asset Management LLC 0.05% Reduce -6.1% 12,214 $623K
Ted Buchan & Co 0.30% Add +4.2% 12,202 $623K
Gilbert & Cook, Inc. 0.09% Add +0.3% 12,180 $622K
180 Wealth Advisors, LLC 0.10% Reduce -1.5% 12,146 $620K
Diligent Investors, LLC 0.14% Reduce -1.6% 12,120 $619K
Resolute Advisors LLC 0.13% Add +2.2% 11,772 $613K
MBA Advisors LLC 0.29% Add +9.2% 11,990 $612K
Evercore Wealth Management, LLC 0.01% Add +0.8% 11,954 $610K
Davidson Trust Co. 0.31% Reduce -0.2% 11,953 $610K
Capital City Trust Co. 0.15% Add +0.1% 11,951 $610K
Cassaday & Co Wealth Management LLC 0.02% Reduce -3.1% 11,869 $606K
AlphaStar Capital Management, LLC 0.05% Add +50.6% 11,848 $605K
Keystone Wealth Services, LLC 0.17% Reduce -0.9% 11,835 $604K
Boothbay Fund Management, LLC 0.02% Reduce -24.1% 11,791 $602K
Millennium Capital Advisors, LLC 0.39% Add +0.0% 11,702 $597K
Provenance Wealth Advisors, LLC 0.07% No change 11,695 $597K
Taurus Asset Management, LLC 0.06% No change 11,685 $596K
Infrastructure Capital Advisors, LLC 0.10% Reduce -56.3% 11,680 $596K
Red Door Wealth Management, LLC 0.10% Add +4.0% 11,598 $592K
Thomasville National Bank 0.04% Reduce -23.3% 11,568 $590K
Compound Planning, Inc. 0.04% Add +32.7% 11,566 $590K
United Bank 0.07% No change 11,558 $590K
Schrum Private Wealth Management LLC 0.30% Add +95.8% 11,544 $589K
Bangor Savings Bank 0.06% Add +14.3% 11,535 $589K
Romano Brothers and Company 0.07% No change 11,528 $588K
Advisory Alpha, LLC 0.02% Reduce -5.0% 11,515 $588K
JT Stratford LLC 0.10% Add +0.9% 11,459 $585K
Ascentis Independent Advisors 0.09% Add +5.2% 11,422 $583K
Gladstone Institutional Advisory LLC 0.03% Add +9.6% 11,421 $583K
NorthStar Asset Management LLC 0.39% Add +0.5% 11,399 $582K
Cross Staff Investments Inc 0.45% No change 11,391 $581K
Herold Advisors, Inc. 0.13% Add +1.5% 11,367 $580K
PBMares Wealth Management LLC 0.12% Add +1.9% 11,348 $579K
Armistice Capital, LLC 0.02% Add +40.5% 11,310 $577K
Patton Albertson Miller Group, LLC 0.08% Reduce -2.6% 11,293 $576K
Cape Investment Advisory, Inc. 0.23% Add +7.1% 11,262 $575K
Catalyst Financial Partners LLC 0.11% Reduce -0.3% 11,240 $574K
Patriot Investment Management Group, Inc. 0.04% No change 11,238 $574K
Mosley Wealth Management 0.39% Add +10.8% 11,682 $573K
Carolinas Wealth Consulting LLC 0.10% Reduce -25.8% 10,981 $572K
Intrua Financial, LLC 0.09% Reduce -0.0% 11,132 $568K
Hazlett, Burt & Watson, Inc. 0.26% Reduce -5.2% 11,137 $568K
Loudon Investment Management, LLC 0.31% Reduce -13.1% 11,117 $567K
Lake Street Advisors Group, LLC 0.03% Add +2.9% 10,875 $566K
Main Street Financial Solutions, LLC 0.05% Reduce -3.7% 11,059 $564K
Sowa Financial Group, Inc. 0.36% Add +0.9% 11,008 $562K
Parcion Private Wealth LLC 0.05% Add +9.8% 11,000 $561K
NFSG Corp 0.20% Add +15.2% 10,980 $560K
Bedel Financial Consulting, Inc. 0.08% Add +16.1% 10,899 $556K
Brown Miller Wealth Management, LLC 0.22% Reduce -7.6% 10,898 $556K
Patron Partners, LLC 0.31% Reduce -1.6% 10,892 $556K
Mattern Wealth Management LLC 0.12% Reduce -3.5% 10,876 $555K
Strategic Blueprint, LLC 0.03% Reduce -10.1% 10,864 $555K
TFC Financial Management, Inc. 0.09% No change 10,848 $554K
Wealth Architects, LLC 0.06% Add +0.7% 10,831 $553K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.5% 10,817 $552K
Perritt Capital Management Inc 0.28% Add +1.4% 10,784 $550K
Brighton Jones LLC 0.02% Reduce -43.0% 10,748 $549K
L.M. Kohn & Company 0.14% Reduce -4.3% 10,742 $548K
City State Bank 0.20% Reduce -4.0% 10,737 $548K
St. Louis Trust Co 0.08% No change 10,700 $546K
Wealth Group, Ltd. 0.36% Add +2.8% 10,653 $544K
Siemens Fonds Invest GmbH 0.04% No change 10,656 $544K
Wellington Shields Capital Management, LLC 0.09% Reduce -15.8% 10,654 $544K
GeoWealth Management, LLC 0.02% Add +1.3% 10,652 $544K
Meitav Investment House Ltd. 0.01% Reduce -22.4% 10,158 $540K
Essex Bank 0.13% Reduce -10.2% 10,566 $539K
Fishman Jay A Ltd. 0.05% No change 10,555 $539K
Fee-Only Financial Planning, L.C. 0.35% Reduce -1.9% 10,553 $539K
FinTrust Capital Advisors, LLC 0.09% Add +39.3% 10,549 $538K
Tufton Capital Management 0.10% Reduce -9.7% 10,520 $537K
Meritage Portfolio Management 0.03% Add +0.6% 10,473 $535K
Johnson & White Wealth Management, LLC 0.46% Add +10.6% 10,438 $533K
Procyon Advisors, LLC 0.04% Reduce -4.0% 10,432 $532K
Oakworth Capital, Inc. 0.04% Add +14.6% 10,429 $532K
Aveo Capital Partners, LLC 0.06% Reduce -3.5% 10,427 $532K
Unique Wealth Strategies, LLC 0.23% Add +466.3% 10,398 $531K
Rodgers Brothers Inc. 0.07% No change 10,381 $530K
Monarch Capital Management Inc. 0.14% No change 10,187 $529K
Wealth Quarterback LLC 0.28% Reduce -4.1% 10,369 $529K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -77.8% 10,300 $526K
Cheviot Value Management, LLC 0.10% Reduce -0.6% 10,295 $525K
Teamwork Financial Advisors, LLC 0.07% Add +6.1% 10,262 $524K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -2.3% 10,458 $522K
MIdWestOne Financial Group, Inc. 0.07% Reduce -0.7% 10,219 $522K
Cladis Investment Advisory, LLC 0.36% No change 10,214 $521K
KMG Fiduciary Partners, LLC 0.04% Reduce -0.2% 10,189 $520K
Krane Funds Advisors LLC 0.02% Add +38.3% 10,164 $519K
Vectors Research Management, LLC 0.16% Reduce -2.3% 10,100 $518K
Schnieders Capital Management LLC 0.10% Add +0.8% 10,144 $518K
Advisor OS, LLC 0.05% Add +8.5% 10,136 $517K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Add +14.2% 10,122 $517K
Quadcap Wealth Management, LLC 0.08% Reduce -4.6% 10,109 $516K
TFB Advisors LLC 0.15% Add +2.8% 10,054 $513K
Orca Investment Management, LLC 0.46% Add +4.5% 10,020 $511K
MSH Capital Advisors LLC 0.16% Add +0.1% 9,989 $510K
Moser Wealth Advisors, LLC 0.26% Reduce -25.1% 9,983 $510K
SYM FINANCIAL Corp 0.07% Add +18.8% 9,982 $509K
CVA Family Office, LLC 0.08% Add +7.4% 9,937 $507K
Peak Financial Advisors LLC 0.26% Reduce -5.3% 9,920 $506K
CFO4Life Group, LLC 0.09% Add +2.5% 9,886 $505K
C2C Wealth Management, LLC 0.47% No change 9,252 $504K
Shelton Capital Management 0.01% Reduce -6.2% 9,819 $501K
Asahi Life Asset Management Co., LTD. 0.30% Reduce -1.1% 9,800 $500K
Cobblestone Asset Management LLC 0.30% No change 9,791 $500K
Foster Group, Inc. 0.02% Reduce -5.1% 9,789 $500K
Lafayette Investments, Inc. 0.11% No change 9,788 $500K
Parkside Financial Bank & Trust 0.07% Reduce -1.3% 9,773 $499K
Secure Asset Management, LLC 0.08% Add +17.7% 9,720 $496K
Conning Inc. 0.02% Reduce -0.8% 9,712 $496K
Burns Matteson Capital Management, LLC 0.28% Reduce -3.4% 9,681 $494K
Legacy Advisors, LLC 0.05% Reduce -11.7% 9,675 $494K
Howard Bailey Securities, LLC 0.19% — 9,663 $493K
Tocqueville Asset Management L.P. 0.01% Add +4.8% 9,643 $492K
WMS Partners, LLC 0.03% Reduce -8.3% 9,639 $492K
Heritage Wealth Management, Inc. 0.16% Add +0.2% 9,628 $491K
Avestar Capital, LLC 0.05% Add +7.8% 9,623 $491K
Northcape Wealth Management, LLC 0.16% Add +29.5% 9,608 $490K
Jackson Hole Capital Partners, LLC 0.10% Add +0.3% 9,583 $489K
Guardian Capital Advisors LP 0.05% No change 9,600 $489K
Acorn Wealth Advisors, LLC 0.21% Add +1.2% 9,537 $487K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -7.0% 9,507 $485K
Callan Capital, LLC 0.03% Add +9.8% 9,506 $485K
White Lighthouse Investment Management Inc. 0.09% New 9,468 $483K
Fortis Group Advisors, LLC 0.09% Add +35.3% 9,456 $483K
Court Place Advisors, LLC 0.14% No change 9,420 $481K
Cutter & CO Brokerage, Inc. 0.11% Add +0.5% 9,385 $479K
Staley Capital Advisers Inc. 0.02% Add +3.0% 9,318 $476K
American Alpha Advisors, LLC 0.44% — 9,282 $474K
EverSource Wealth Advisors, LLC 0.03% Add +5.3% 9,277 $474K
Howe & Rusling Inc. 0.04% Reduce -6.8% 9,272 $473K
Wealth Alliance, LLC 0.06% Add +2.2% 9,268 $473K
Home Federal Bank of Tennessee 0.14% No change 9,265 $473K
Montecito Bank & Trust 0.08% Reduce -4.9% 9,264 $473K
KCM Investment Advisors LLC 0.02% Reduce -7.1% 9,245 $472K
Wealth Dimensions Group, Ltd. 0.12% Reduce -0.6% 9,234 $471K
Symphony Financial Services, Inc. 0.40% Add +4.3% 9,816 $470K
WASHINGTON TRUST Co 0.02% Reduce -0.1% 9,206 $470K
Centennial Bank 0.22% Reduce -0.7% 9,206 $470K
Hardin Capital Partners, LLC 0.27% Reduce -1.4% 9,457 $469K
One Wealth Advisors, LLC 0.07% Reduce -0.6% 8,989 $468K
Angeles Wealth Management, LLC 0.04% Add +14.9% 9,161 $468K
Skyline Advisors, Inc. 0.19% Add +0.9% 9,141 $467K
Gries Financial LLC 0.09% Add +2.2% 9,129 $466K
Sterling Investment Counsel, LLC 0.17% Add +0.4% 9,121 $466K
Bristlecone Advisors, LLC 0.04% No change 9,117 $465K
Armstrong Advisory Group, Inc. 0.04% Reduce -0.0% 9,114 $465K
Hendershot Investments Inc. 0.06% Reduce -4.9% 9,113 $465K
Naples Global Advisors, LLC 0.04% Reduce -14.8% 8,921 $464K
Lindbrook Capital, LLC 0.04% Reduce -18.1% 9,094 $464K
Claro Advisors Inc. 0.06% Add +28.0% 9,055 $462K
NJ State Employees Deferred Compensation Plan 0.05% No change 9,000 $459K
Enzi Wealth 0.18% Add +1.9% 9,210 $459K
Titleist Asset Management, LLC 0.07% Reduce -3.0% 8,994 $459K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 8,969 $458K
Accredited Investors Inc. 0.03% Add +0.0% 8,964 $458K
Clark Financial Services Group Inc. 0.41% Add +0.1% 8,931 $456K
Greatmark Investment Partners, Inc. 0.06% No change 8,924 $455K
Tradewinds, LLC. 0.14% Add +3.5% 8,902 $454K
Powers Advisory Group, LLC 0.23% Reduce -1.1% 8,888 $454K
Vest Financial, LLC 0.01% New 8,881 $453K
Wellington Shields & Co., LLC 0.14% Add +0.2% 8,823 $450K
Catalina Capital Group, LLC 0.15% Add +16.6% 8,814 $450K
AdvisorShares Investments LLC 0.09% Reduce -16.0% 8,800 $449K
Evoke Wealth, LLC 0.01% New 8,632 $449K
PDS Planning, Inc 0.04% Add +1.3% 8,769 $448K
Keystone Financial Group 0.06% Add +4.9% 8,768 $448K
Farmers Trust Co. 0.08% Add +3.5% 8,730 $446K
Dorsey & Whitney Trust CO LLC 0.02% Add +18.2% 8,725 $445K
Montag A & Associates Inc. 0.02% No change 8,551 $445K
Prossimo Advisors, LLC 0.33% Add +5.2% 8,721 $445K
Capital Asset Advisory Services LLC 0.02% Reduce -17.8% 8,978 $445K
McElhenny Sheffield Capital Management, LLC 0.15% Reduce -49.2% 8,714 $445K
V2 Financial group LLC 0.29% Reduce -3.3% 8,678 $443K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.5% 8,670 $443K
Prelude Capital Management, LLC 0.03% New 8,650 $441K
Burney Co./ 0.02% Add +1.3% 8,619 $440K
TCI Wealth Advisors, Inc. 0.04% Reduce -4.1% 8,600 $439K
Twin City Private Wealth, LLC 0.38% Reduce -1.9% 8,366 $436K
IFG Advisors, LLC 0.09% No change 8,525 $435K
Gerber, LLC 0.32% Add +0.0% 8,507 $434K
Blake Schutter Theil Wealth Advisors, LLC 0.31% — 8,502 $434K
Trek Financial, LLC 0.03% Reduce -6.4% 8,476 $433K
GPS Wealth Strategies Group, LLC 0.06% Add +83.7% 8,559 $432K
Sfmg, LLC 0.04% Add +0.0% 8,456 $432K
Security National Bank of Sioux City Iowa 0.26% New 8,450 $431K
Cobblestone Capital Advisors LLC 0.02% Add +3.4% 8,425 $430K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -0.8% 8,409 $429K
Equitable Trust Co. 0.03% Add +13.6% 8,379 $428K
SP Asset Management LLC 0.04% Add +2.0% 8,376 $428K
Investors Research Corp 0.09% No change 8,369 $427K
Birmingham Capital Management Co. Inc. 0.16% No change 8,363 $427K
Duncker Streett & Co. Inc. 0.08% Reduce -4.7% 8,359 $427K
LRI Investments, LLC 0.04% Reduce -10.3% 7,698 $426K
Stephens Consulting, LLC 0.11% Reduce -1.9% 8,340 $426K
United Capital Management of KS, Inc. 0.09% New 8,337 $426K
Simon Quick Advisors, LLC 0.03% Add +25.8% 8,285 $423K
Providence Wealth Advisors, LLC 0.31% New 8,482 $421K
Azimuth Capital Investment Management LLC 0.02% Add +4.1% 8,250 $421K
Charles Schwab Trust Co 0.04% Add +23.9% 8,249 $421K
Voya Financial Advisors, Inc. 0.05% Add +0.9% 8,237 $420K
Financial Perspectives, Inc 0.15% Add +0.0% 8,231 $420K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -78.9% 8,201 $418K
Holderness Investments Co. 0.09% Add +0.3% 8,186 $418K
Sovereign Financial Group, Inc. 0.10% Add +0.5% 8,184 $418K
Verition Fund Management LLC 0.00% Reduce -89.8% 8,173 $417K
Edge Capital Group, LLC 0.02% Reduce -15.8% 8,104 $414K
Strait & Sound Wealth Management LLC 0.20% No change 8,095 $413K
Old Second National Bank of Aurora 0.10% Reduce -1.1% 8,071 $412K
DDFG, Inc 0.12% Reduce -1.0% 8,050 $411K
First Western Trust Bank 0.02% Add +4.5% 7,998 $408K
Smithfield Trust Co 0.02% Add +56.6% 8,005 $408K
Reaves W H & Co. Inc. 0.01% No change 8,000 $408K
Sentry LLC 0.08% No change 7,987 $408K
Atlas Brown,Inc. 0.14% Reduce -20.9% 7,985 $408K
Manchester Capital Management LLC 0.05% Reduce -0.0% 7,969 $407K
Councilmark Asset Management, LLC 0.27% No change 7,966 $407K
Allen Capital Group, LLC 0.05% Add +7.7% 7,959 $406K
Alera Investment Advisors, LLC 0.05% Reduce -6.3% 7,944 $405K
Strategic Advisors LLC 0.08% Reduce -20.0% 7,926 $405K
Pflug Koory, LLC 0.03% — 7,876 $402K
Eisler Capital (US) LLC 0.07% Reduce -27.3% 7,855 $401K
Harvey Investment Co. LLC 0.05% No change 7,833 $400K
Marshall Financial Group, LLC 0.10% Reduce -0.6% 7,834 $400K
Stablepoint Partners, LLC 0.07% Add +0.3% 7,822 $399K
Catalyst Funds Management Pty Ltd 0.09% Reduce -69.0% 7,800 $398K
Aljian Capital Management, LLC 0.09% New 7,784 $397K
Droms Strauss Advisors Inc. /Mo/ 0.14% No change 7,764 $396K
Debussy Capital Management LP 0.11% Reduce -6.6% 7,727 $394K
Successful Portfolios LLC 0.27% Reduce -16.1% 7,725 $394K
Holland Advisory Services, Inc. 0.51% No change 7,710 $394K
Whalerock Point Partners, LLC 0.10% No change 7,702 $393K
Evanson Asset Management, LLC 0.03% Add +0.3% 7,679 $392K
Optimum Investment Advisors 0.17% No change 7,676 $392K
Range Financial Group LLC 0.54% Reduce -79.3% 7,670 $391K
Schmidt P J Investment Management Inc. 0.07% Add +0.0% 7,661 $391K
Smith Anglin Financial, LLC 0.04% Add +5.0% 7,643 $390K
ETF Store, Inc. 0.40% Add +4.5% 7,642 $390K
Platform Technology Partners 0.12% Reduce -6.1% 7,641 $390K
WealthTrust Axiom LLC 0.12% Add +53.3% 7,634 $390K
Realta Investment Advisors 0.18% Reduce -50.8% 7,787 $388K
Grandfield & Dodd, LLC 0.02% No change 7,603 $388K
CI Investments Inc. 0.00% Add +0.5% 7,562 $386K
WBH Advisory Inc. 0.04% Reduce -9.4% 7,552 $385K
ERn Financial, LLC 0.06% Add +0.8% 7,543 $385K
Journey Strategic Wealth LLC 0.01% Reduce -26.8% 7,542 $385K
Choate Investment Advisors 0.01% Add +3.8% 7,520 $384K
Lifeworks Advisors, LLC 0.08% Add +14.1% 7,502 $383K
Mindset Wealth Management, LLC 0.16% — 7,491 $382K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -94.5% 7,473 $381K
Safeguard Investment Advisory Group, LLC 0.11% Add +7.4% 7,465 $381K
Callahan Advisors, LLC 0.04% Add +0.1% 7,457 $381K
Cohen Investment Advisors LLC 0.23% Reduce -16.8% 7,457 $381K
Bank Ozk 0.16% Reduce -4.1% 7,449 $380K
Cypress Wealth Services, LLC 0.08% Reduce -1.7% 7,439 $380K
Canandaigua National Bank & Trust Co. 0.04% Reduce -11.6% 7,435 $379K
Premier Path Wealth Partners, LLC 0.06% Add +1.0% 7,399 $378K
Mather Group, Llc. 0.00% Reduce -26.2% 7,389 $377K
Yarger Wealth Strategies, LLC 0.21% Add +2.8% 7,380 $377K
Fidelity D & D Bancorp Inc. 0.25% No change 7,366 $376K
Alliance Wealth Advisors, LLC 0.22% Reduce -0.2% 7,332 $374K
Davis R M Inc. 0.01% Reduce -16.5% 7,331 $374K
TCFG Wealth Management, LLC 0.19% — 7,330 $374K
Raleigh Capital Management Inc. 0.14% Add +1.6% 7,316 $373K
Orion Investment Co 0.14% No change 7,301 $373K
Cravens & Co Advisors, LLC 0.29% Reduce -12.9% 7,273 $371K
Howland Capital Management LLC 0.02% No change 7,109 $370K
Smith Shellnut Wilson LLC 0.17% No change 7,240 $370K
Two Sigma Securities, LLC 0.03% Reduce -76.0% 7,200 $367K
First Financial Bank - Trust Division 0.03% Add +5.7% 7,176 $366K
Taylor Financial Group, Inc. 0.25% No change 7,174 $366K
TD Private Client Wealth LLC 0.01% Add +18.3% 7,158 $365K
Register Financial Advisors LLC 0.19% Reduce -3.7% 7,152 $365K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 7,151 $365K
D. Scott Neal, Inc. 0.19% No change 7,000 $364K
First Business Financial Services, Inc. 0.04% No change 7,116 $363K
Heritage Family Offices, LLP 0.19% No change 7,110 $363K
GFS Advisors, LLC 0.08% Add +1955.7% 7,092 $362K
Ariadne Wealth Management, LP 0.20% New 6,754 $362K
Winning Points Advisors, LLC 0.68% — 8,569 $361K
Delta Investment Management, LLC 0.07% Add +0.0% 7,065 $361K
Summit Wealth Partners, LLC 0.07% Add +0.4% 7,063 $360K
Pinnacle Bancorp, Inc. 0.10% Add +37.1% 7,059 $360K
Community Trust & Investment Co. 0.02% Reduce -1.1% 7,055 $360K
Indie Asset Partners, LLC 0.27% Reduce -22.6% 7,053 $360K
Sage Private Wealth Group, LLC 0.28% Reduce -1.4% 7,034 $359K
Gentry Private Wealth, LLC 0.29% Reduce -3.5% 6,987 $357K
Astoria Portfolio Advisors LLC. 0.12% Add +11.6% 7,136 $356K
Plancorp, LLC 0.01% Add +1.7% 6,956 $355K
Woodard & Co. Asset Management Group Inc. 0.08% No change 6,925 $353K
CAP Partners, LLC 0.26% Add +1.8% 6,925 $353K
WealthPlan Investment Management, LLC 0.04% Add +3.9% 6,922 $353K
Affinity Capital Advisors, LLC 0.07% No change 6,912 $353K
Ranch Capital Advisors Inc. 0.17% Add +4.6% 6,808 $350K
Beaumont Financial Advisors, LLC 0.03% New 6,854 $350K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 6,818 $348K
Resonant Capital Advisors, LLC 0.03% Add +8.9% 6,656 $347K
Renaissance Group LLC 0.01% Reduce -4.7% 6,787 $346K
Prairiewood Capital, LLC 0.15% No change 6,771 $346K
Venturi Wealth Management, LLC 0.02% Add +53.3% 6,750 $345K
Investment Advisory Group, LLC 0.12% Reduce -1.5% 6,748 $344K
Harbour Trust & Investment Management Co 0.04% Reduce -10.6% 6,747 $344K
McGlone Suttner Wealth Management, Inc. 0.07% Add +6.5% 6,739 $344K
EPG Wealth Management LLC 0.09% Add +0.0% 6,733 $344K
Mayfair Advisory Group, LLC 0.22% Reduce -0.7% 6,839 $343K
SevenBridge Financial Group, LLC 0.07% No change 6,347 $342K
Wintrust Investments LLC 0.25% Reduce -90.3% 6,702 $342K
Shum Financial Group, Inc. 0.28% — 6,281 $340K
Washington Trust Advisors, Inc. 0.03% Reduce -7.6% 6,668 $340K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 6,668 $340K
MBB Public Markets I LLC 0.03% Reduce -94.5% 6,660 $340K
Trustmark Bank Trust Department 0.03% Add +14.0% 6,631 $338K
GYL Financial Synergies, LLC 0.03% Reduce -7.0% 6,623 $338K
Fiduciary Financial Group, LLC 0.08% Add +7.3% 6,804 $337K
Peregrine Asset Advisers, Inc. 0.12% No change 6,595 $337K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -6.1% 6,587 $336K
Interchange Capital Partners, LLC 0.12% Reduce -0.5% 6,553 $335K
LaSalle St. Investment Advisors, LLC 0.13% Add +5.2% 6,527 $333K
Bouchey Financial Group, Ltd. 0.03% Add +3.2% 6,480 $332K
Woodmont Investment Counsel LLC 0.03% Add +40.5% 6,512 $332K
Supplemental Annuity Collective Trust of NJ 0.10% No change 6,500 $332K
Peoples Financial Services Corp. 0.15% No change 6,497 $332K
Shulman DeMeo Asset Management LLC 0.08% Reduce -13.6% 6,481 $331K
Thompson Siegel & Walmsley LLC 0.01% New 6,462 $330K
Wendell David Associates Inc. 0.03% No change 6,450 $329K
PFG Advisors 0.02% Add +0.4% 6,438 $329K
IMS Capital Management 0.15% New 6,433 $328K
American National Bank & Trust 0.04% Reduce -5.5% 6,431 $328K
RFP Financial Group LLC 0.11% Add +5.2% 6,426 $328K
Fortitude Family Office, LLC 0.13% Add +37.1% 6,418 $328K
King Wealth Management Group 0.05% Reduce -13.3% 6,406 $327K
Avaii Wealth Management, LLC 0.16% Reduce -34.8% 6,360 $325K
Blue Chip Partners, LLC 0.03% Reduce -8.5% 6,354 $324K
Wambolt & Associates, LLC 0.09% Add +5.6% 6,363 $324K
MV Capital Management, Inc. 0.03% Reduce -4.6% 6,349 $324K
Zullo Investment Group, Inc. 0.13% Reduce -2.1% 6,323 $323K
Stratos Investment Management, LLC 0.02% Add +0.9% 6,310 $322K
Quintet Private Bank (Europe) S.A. 0.02% Add +14.1% 6,302 $322K
West Bancorporation Inc. 0.21% No change 6,279 $320K
Carson Advisory Inc. 0.20% Reduce -0.2% 6,265 $320K
Firethorn Wealth Partners, LLC 0.16% Add +1.0% 6,251 $319K
Howard Financial Services, LTD. 0.05% Add +6.8% 6,232 $318K
Tompkins Financial Corp. 0.03% Reduce -8.4% 6,201 $316K
Berger Financial Group, Inc 0.02% Add +2.0% 6,201 $316K
Concord Wealth Partners 0.05% Add +29.7% 6,177 $315K
Consolidated Portfolio Review Corp 0.07% No change 6,139 $313K
Northeast Financial Group, Inc. 0.12% No change 6,133 $313K
Pure Portfolios Holdings LLC 0.12% — 6,121 $312K
Keeley-Teton Advisors, LLC 0.03% No change 6,120 $312K
Accuvest Global Advisors 0.27% New 6,116 $312K
Tsfg, LLC 0.07% Reduce -0.0% 6,120 $312K
Calton & Associates, Inc. 0.12% Add +7.8% 6,105 $312K
Fragasso Financial Advisors Inc 0.02% Add +23.1% 6,103 $312K
West Family Investments, Inc. 0.11% Add +13.3% 6,103 $311K
First American Trust, FSB 0.03% Reduce -1.1% 6,098 $311K
Defender Capital, LLC. 0.10% No change 6,086 $311K
Silvant Capital Management LLC 0.01% No change 5,966 $311K
Blueprint Investment Partners LLC 0.06% Reduce -4.6% 6,085 $311K
Seven Mile Advisory 0.21% Add +1.3% 6,081 $310K
1ST Source Bank 0.02% No change 6,074 $310K
Lloyd Advisory Services, LLC. 0.15% Reduce -6.6% 6,069 $310K
Virtue Capital Management, LLC 0.06% Reduce -41.5% 6,026 $308K
Well Done, LLC 0.06% Reduce -23.8% 6,020 $307K
Mezzasalma Advisors, LLC 0.12% No change 6,004 $306K
Augustine Asset Management Inc. 0.11% Reduce -2.8% 6,000 $306K
1900 Wealth Management LLC 0.03% Add +0.2% 5,980 $305K
Alpine Bank Wealth Management 0.05% — 5,980 $305K
Wells Trecaso Financial Group, LLC 0.10% Reduce -12.0% 5,973 $305K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 5,970 $305K
Beacon Investment Advisory Services, Inc. 0.01% Add +18.6% 5,949 $304K
Sage Mountain Advisors LLC 0.03% Add +8.0% 5,946 $303K
Gladius Capital Management LP 0.18% Add +5.0% 5,919 $302K
Lester Murray Antman dba SimplyRich 0.08% New 5,925 $302K
Tandem Investment Advisors, Inc. 0.01% Add +0.1% 5,924 $302K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -6.4% 5,916 $302K
Southland Equity Partners LLC 0.07% New 5,900 $301K
Center for Financial Planning, Inc. 0.04% No change 5,899 $301K
Emprise Bank 0.17% No change 5,895 $301K
SignalPoint Asset Management, LLC 0.07% Add +0.8% 5,884 $300K
American Institute for Advanced Investment Management, LLP 0.21% Add +3.5% 5,860 $299K
Ridgecrest Wealth Partners, LLC 0.16% Add +3.5% 5,851 $299K
TrueMark Investments, LLC 0.10% Reduce -46.6% 5,835 $298K
Opal Wealth Advisors, LLC 0.09% Add +1.9% 5,811 $297K
Cowa, LLC 0.14% No change 5,797 $296K
Smith Salley Wealth Management 0.02% Add +5.4% 5,789 $295K
Aberdeen Wealth Management LLC 0.19% No change 5,785 $295K
WMG Financial Advisors, LLC 0.13% Reduce -0.1% 5,779 $295K
Mill Creek Capital Advisors, LLC 0.01% Reduce -5.0% 5,768 $294K
Arax Advisory Partners 0.03% Add +1.5% 5,766 $294K
RS Crum Inc. 0.07% Reduce -4.5% 5,763 $294K
Maven Securities LTD 0.03% New 5,762 $294K
Manchester Financial Inc. 0.06% No change 5,750 $293K
Connable Office Inc. 0.03% No change 5,746 $293K
Barlow Wealth Partners, LLC 0.04% No change 5,874 $293K
Centerpoint Advisors, LLC 0.10% Reduce -14.8% 5,750 $293K
J. L. Bainbridge & Co., Inc. 0.03% Add +10.6% 5,735 $293K
Lane & Associates LLC 0.16% Reduce -7.8% 5,727 $292K
Koss-Olinger Consulting, LLC 0.03% New 5,723 $292K
Byrne Asset Management LLC 0.20% Reduce -5.5% 5,715 $292K
Perennial Investment Advisors, LLC 0.04% Add +1.1% 5,715 $292K
Linscomb Wealth, Inc. 0.01% Reduce -13.2% 5,712 $292K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -5.5% 5,592 $291K
Ervin Investment Management, LLC 0.19% No change 5,700 $291K
Aaron Wealth Advisors LLC 0.03% New 5,681 $290K
Ascentis Wealth Management, LLC 0.11% — 5,678 $290K
Trustco Bank Corp. N Y 0.29% Reduce -0.0% 5,672 $290K
Sittner & Nelson, LLC 0.13% Add +240.2% 5,665 $289K
Princeton Global Asset Management LLC 0.06% No change 5,661 $289K
Kornitzer Capital Management Inc. 0.01% No change 5,661 $289K
Vicus Capital 0.03% Reduce -10.3% 5,646 $288K
Edgemoor Investment Advisors, Inc. 0.03% No change 5,626 $287K
Fort, L.P. 0.72% Reduce -4.5% 5,624 $287K
Forthright Family Wealth Advisory LLC 0.18% No change 5,000 $287K
Towerpoint Wealth, LLC 0.14% Reduce -7.6% 5,613 $287K
Bienville Capital Management, LLC 0.07% No change 5,500 $286K
Capital Analysts, LLC 0.01% Reduce -16.2% 5,597 $286K
Act Wealth Management, LLC 0.13% Add +4.5% 5,599 $286K
First County Bank 0.14% Reduce -5.7% 5,576 $285K
Clearwater Capital Advisors, LLC 0.03% New 5,572 $284K
Compton Financial Group, LLC 0.09% Reduce -8.9% 5,554 $283K
AlphaCore Capital LLC 0.06% New 5,437 $283K
Smallwood Wealth Investment Management, LLC 0.20% Reduce -21.3% 5,526 $282K
Driehaus Capital Management LLC 0.00% New 5,500 $281K
Councilor Wealth, LLC 0.14% Add +0.2% 5,497 $281K
Arrow Financial Corp 0.03% Reduce -1.0% 5,495 $280K
Virtus Investment Advisers, LLC 0.22% No change 5,450 $278K
West Coast Financial LLC 0.03% No change 5,450 $278K
Letson Investment Management, Inc. 0.11% No change 5,440 $278K
Fairfield, Bush & Co. 0.17% Reduce -0.0% 5,439 $278K
Trust Point Inc. 0.02% Add +0.3% 5,438 $278K
Great Waters Wealth Management 0.04% No change 5,437 $278K
Strategic Financial Concepts, LLC 0.09% Reduce -98.0% 5,432 $277K
Harbor Investment Advisory, LLC 0.03% Reduce -0.2% 5,428 $277K
Bar Harbor Wealth Management 0.02% Reduce -0.7% 5,410 $276K
TrueWealth Advisors, LLC 0.09% Add +0.3% 5,410 $276K
Birch Hill Investment Advisors LLC 0.01% No change 5,400 $276K
Intelligence Driven Advisers, LLC 0.04% Add +8.8% 5,391 $275K
Prostatis Group LLC 0.09% Reduce -11.9% 5,390 $275K
Gratus Wealth Advisors, LLC 0.04% No change 5,510 $275K
Next Capital Management LLC 0.11% Reduce -6.2% 5,349 $274K
CRA Financial Services, LLC 0.05% Reduce -3.2% 5,354 $273K
Fort Point Capital Partners LLC 0.03% Reduce -0.9% 5,351 $273K
LJI Wealth Management, LLC 0.06% Reduce -17.1% 5,336 $272K
ZWJ Investment Counsel Inc. 0.01% No change 5,336 $272K
Vestor Capital, LLC 0.02% Reduce -0.6% 5,335 $272K
Legacy Financial Advisors, Inc. 0.05% Reduce -1.6% 5,321 $272K
TrinityPoint Wealth, LLC 0.04% Reduce -27.9% 5,301 $271K
Hemenway Trust Co LLC 0.02% Reduce -0.5% 5,300 $271K
Stelac Advisory Services LLC 0.11% No change 5,200 $271K
FAS Wealth Partners, Inc. 0.02% Add +1.1% 5,299 $270K
Guyasuta Investment Advisors Inc. 0.02% Reduce -5.4% 5,273 $269K
Fortitude Advisory Group L.L.C. 0.17% Add +0.6% 5,260 $268K
FSA Advisors, Inc. 0.27% Add +4.1% 5,596 $268K
Summit X, LLC 0.07% Reduce -8.1% 5,882 $268K
Savvy Advisors, Inc. 0.05% New 5,240 $267K
Capital Investment Counsel, Inc 0.04% Add +1.3% 5,191 $265K
Private Client Services, LLC 0.14% New 5,191 $265K
Signal Advisors Wealth, LLC 0.04% New 5,189 $265K
Sage Investment Advisers LLC 0.28% Reduce -5.9% 5,189 $265K
Regent Peak Wealth Advisors LLC 0.06% Add +2.4% 5,183 $265K
Archer Investment Corp 0.07% Add +0.6% 5,180 $264K
Mosaic Financial Group, LLC 0.19% No change 5,170 $264K
Fiduciary Family Office, LLC 0.09% Reduce -6.3% 5,172 $264K
Hedeker Wealth, LLC 0.07% New 5,156 $263K
Long Run Wealth Advisors, LLC 0.06% Add +1.9% 5,152 $263K
Ellis Investment Partners, LLC 0.05% Reduce -9.7% 5,146 $263K
Concorde Asset Management, LLC 0.15% Add +0.3% 5,141 $262K
Executive Wealth Management, LLC 0.02% Add +0.6% 5,127 $262K
N.E.W. Advisory Services LLC 0.03% Reduce -3.2% 5,121 $261K
Evernest Financial Advisors, LLC 0.07% New 5,110 $261K
Gulf International Bank (UK) Ltd 0.01% Reduce -55.2% 5,097 $260K
Second Line Capital, LLC 0.07% Reduce -3.7% 4,982 $259K
Novak & Powell Financial Services, Inc. 0.15% Reduce -3.4% 5,074 $259K
Mairs & Power Inc. 0.00% Add +0.0% 5,048 $258K
Wellington Wealth Strategies, LLC. 0.20% Reduce -15.9% 4,725 $257K
First United Bank & Trust 0.09% No change 5,036 $257K
626 Financial, LLC 0.14% Reduce -6.0% 5,035 $257K
Lakeridge Wealth Management LLC 0.14% Reduce -1.6% 5,026 $257K
Tarbox Family Office, Inc. 0.04% Add +5.6% 5,020 $256K
Atlas Wealth Partners, LLC 0.39% No change 4,968 $256K
JB Capital LLC 0.01% Reduce -7.6% 5,013 $256K
Toth Financial Advisory Corp. 0.03% Reduce -1.8% 5,002 $255K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 5,002 $255K
Alta Advisers Ltd 0.12% No change 5,000 $255K
Barry Investment Advisors, LLC 0.08% Add +1.0% 4,998 $255K
Greenhouse Wealth Management, LLC 0.17% No change 4,992 $255K
Institute for Wealth Management, LLC. 0.03% Reduce -2.1% 4,963 $253K
JSF Financial, LLC 0.07% Add +0.4% 4,944 $252K
Cordgrass Capital Advisors, LLC 0.07% Add +0.8% 4,939 $252K
FWG Investments, LLC. 0.22% Add +3.0% 4,937 $252K
Requisite Capital Management, LLC 0.05% Add +2.1% 4,824 $251K
Beacon Capital Management, LLC 0.04% Reduce -5.2% 4,918 $251K
Quotient Wealth Partners, LLC 0.01% Add +4.7% 4,902 $250K
Yacktman Asset Management 0.00% No change 4,900 $250K
Brooklyn Investment Group 0.08% New 4,899 $250K
Schechter Investment Advisors, LLC 0.02% Reduce -10.9% 4,895 $250K
Global Wealth Management Investment Advisory, Inc. 0.05% New 4,893 $250K
Wheelhouse Advisory Group LLC 0.16% Add +0.8% 4,878 $249K
Sonata Capital Group Inc. 0.10% No change 4,864 $248K
Enterprise Financial Services Corp 0.14% Add +0.1% 4,858 $248K
Beacon Bank & Trust 0.06% New 4,850 $248K
Obermeyer Wealth Partners 0.01% No change 4,845 $247K
Midwest Heritage Bank, FSB 0.12% Reduce -46.3% 4,843 $247K
Beckerman Institutional, LLC 0.21% — 4,841 $247K
River Street Advisors LLC 0.14% No change 4,839 $247K
CHICAGO TRUST Co NA 0.04% Reduce -20.8% 4,837 $247K
Cornell Pochily Investment Advisors, Inc. 0.09% Add +5.5% 4,823 $246K
Broderick Brian C 0.05% No change 4,822 $246K
Banque Cantonale Vaudoise 0.01% Reduce -92.0% 4,825 $246K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -32.5% 4,817 $246K
Atwood & Palmer Inc. 0.02% No change 4,808 $245K
Northwest Wealth Management, LLC 0.06% Add +0.3% 4,806 $245K
Capital Planning Advisors, LLC 0.04% New 4,790 $244K
Traphagen Investment Advisors LLC 0.02% Reduce -5.3% 4,773 $244K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +0.0% 4,762 $243K
Diversified, LLC 0.03% Reduce -2.5% 4,752 $243K
Diversified Enterprises, LLC 0.03% — 4,752 $243K
Angeles Investment Advisors, LLC 0.01% No change 4,739 $242K
William Allan Corp 0.15% Add +0.6% 4,736 $242K
Ewa, LLC 0.09% New 4,362 $242K
Webster Bank, N. A. 0.03% No change 4,725 $241K
Creative Financial Designs Inc. 0.02% Reduce -10.5% 4,723 $241K
Ingalls & Snyder LLC 0.01% No change 4,716 $241K
Journey Advisory Group, LLC 0.03% No change 5,287 $241K
TRUE Private Wealth Advisors 0.03% Reduce -56.0% 4,711 $240K
Jeppson Wealth Management, LLC 0.09% No change 4,710 $240K
Hills Bank & Trust Co 0.02% Reduce -38.6% 4,697 $240K
Paces Ferry Wealth Advisors, LLC 0.14% New 4,695 $240K
MBL Wealth, LLC 0.03% Add +0.1% 4,675 $239K
WealthShield Partners, LLC 0.03% Add +0.3% 4,614 $239K
Vantage Financial Partners, LLC 0.06% Add +3.0% 4,664 $238K
Balboa Wealth Partners 0.06% New 4,661 $238K
Weaver Consulting Group 0.08% No change 4,654 $238K
Blankinship & Foster, LLC 0.06% No change 4,652 $237K
Frisch Financial Group, Inc. 0.07% Reduce -9.2% 4,553 $237K
Clear Harbor Asset Management, LLC 0.02% Reduce -0.8% 4,640 $237K
Soltis Investment Advisors LLC 0.02% Reduce -17.2% 4,635 $237K
Rakuten Securities, Inc. 0.10% Add +11.4% 4,618 $236K
Walkner Condon Financial Advisors LLC 0.05% Reduce -4.8% 4,617 $236K
Monetary Management Group Inc. 0.06% Reduce -4.2% 4,600 $235K
Coastline Trust Co 0.03% No change 4,600 $235K
Chilton Capital Management LLC 0.01% Add +47.0% 4,599 $235K
Element Wealth, LLC 0.12% Add +4.4% 4,598 $235K
Country Club Bank 0.02% No change 4,590 $234K
Xcel Wealth Management, LLC 0.07% New 4,568 $233K
Souders Financial Advisors 0.03% Add +0.4% 4,568 $233K
OMC Financial Services LTD 0.11% No change 5,126 $233K
DF Dent & Co. Inc. 0.00% New 4,562 $233K
Elmwood Wealth Management, Inc. 0.10% No change 4,550 $232K
High Net Worth Advisory Group LLC 0.06% No change 4,549 $232K
NTV Asset Management LLC 0.03% No change 4,545 $232K
Northwest Investment Counselors, LLC 0.05% New 4,545 $232K
HTLF Bank 0.03% Reduce -12.5% 4,533 $231K
Apella Capital, LLC 0.01% Add +0.3% 4,570 $231K
NorthCrest Asset Manangement, LLC 0.01% New 4,529 $231K
MJP Associates Inc. 0.04% New 4,503 $230K
Mechanics Financial Corp 0.10% No change 4,490 $229K
Arkfeld Wealth Strategies, L.L.C. 0.11% Reduce -5.7% 4,568 $229K
J. Goldman & Co LP 0.01% New 4,483 $229K
NWF Advisory Services Inc. 0.03% Reduce -6.7% 4,483 $229K
Ironwood Investment Counsel, LLC 0.04% Add +1.2% 4,481 $229K
CYBER HORNET ETFs LLC 0.23% Reduce -2.7% 4,481 $229K
Caitlin John, LLC 0.15% Add +14.6% 4,135 $228K
Everpar Advisors LLC 0.12% Reduce -0.8% 4,474 $228K
Gateway Wealth Partners, LLC 0.06% Reduce -2.2% 4,441 $227K
Abacus Planning Group, Inc. 0.04% New 4,439 $227K
Front Row Advisors LLC 0.08% Reduce -2.6% 4,350 $226K
Axiom Advisory, LLC 0.00% Reduce -20.5% 4,480 $226K
Family Firm, Inc. 0.05% Reduce -1.4% 4,434 $226K
Allie Family Office LLC 0.12% No change 4,415 $225K
LongView Wealth Management 0.07% No change 4,406 $225K
Alexander Labrunerie & Co., Inc. 0.10% New 4,401 $225K
Baxter Bros Inc. 0.03% No change 4,400 $225K
Patten Group, Inc. 0.05% New 4,395 $224K
Laurel Wealth Advisors LLC 0.04% Add +10.7% 4,392 $224K
Truvestments Capital LLC 0.06% New 4,391 $224K
First Financial Corp. 0.11% Reduce -6.9% 4,379 $224K
Nicolet Bankshares Inc. 0.04% Reduce -28.0% 4,374 $223K
O'ROURKE & COMPANY, Inc 0.11% New 4,371 $223K
Garde Capital, Inc. 0.01% No change 4,369 $223K
Insight Advisors, LLC/ PA 0.04% New 4,364 $223K
Human Investing LLC 0.04% New 4,349 $222K
Detalus Advisors, LLC 0.07% New 4,348 $222K
Stockman Wealth Management, Inc. 0.03% New 4,341 $222K
Northeast Investment Management 0.01% New 4,330 $221K
NBW Capital LLC 0.04% New 4,328 $221K
Richardson Financial Services Inc. 0.14% No change 4,835 $220K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 4,309 $220K
Litman Gregory Wealth Management LLC 0.02% New 4,307 $220K
Sterling Investment Advisors, Ltd. 0.06% New 4,301 $220K
Cardiff Park Advisors, LLC 0.02% New 4,297 $219K
Proficio Capital Partners LLC 0.02% Reduce -16.6% 4,285 $219K
Jmac Enterprises LLC 0.03% New 4,277 $218K
Invst, LLC 0.03% Reduce -8.4% 4,272 $218K
SC&H Financial Advisors, Inc. 0.05% New 4,251 $217K
Retirement Planning Co of New England, Inc. 0.11% New 4,250 $217K
Schneider Downs Wealth Management Advisors, LP 0.04% New 4,241 $216K
Forza Wealth Management, LLC 0.10% New 4,238 $216K
Stonebridge Capital Advisors LLC 0.02% New 4,236 $216K
Kolinsky Wealth Management, LLC 0.14% Reduce -5.9% 4,206 $215K
First Citizens Financial Corp 0.11% New 4,202 $214K
Becker Capital Management Inc. 0.01% New 4,118 $214K
Axim Planning & Wealth 0.24% New 4,196 $214K
Strategic Investment Solutions, Inc. 0.06% No change 4,193 $214K
Newman Dignan & Sheerar, Inc. 0.05% New 4,254 $214K
Greenline Partners, LLC 0.03% New 4,187 $214K
Sweeney & Michel, LLC 0.08% New 4,299 $213K
MRA Advisory Group 0.12% Reduce -13.9% 4,178 $213K
Uhlmann Price Securities, LLC 0.17% — 4,157 $212K
Horizon Wealth Management, LLC 0.04% New 4,142 $211K
Brandywine Oak Private Wealth LLC 0.02% New 4,132 $211K
Roundview Capital LLC 0.02% Reduce -31.9% 4,124 $210K
Callan Family Office, LLC 0.04% New 4,121 $210K
Sound Income Strategies, LLC 0.01% Reduce -5.2% 4,115 $210K
Triangle Securities Wealth Management 0.05% Reduce -31.9% 4,103 $209K
Rockline Wealth Management, LLC 0.06% New 4,103 $209K
Financial Advocates Investment Management 0.01% New 4,091 $209K
Wealthquest Corp 0.02% New 4,100 $209K
Lighthouse Investment Partners, LLC 0.01% New 4,090 $209K
Dominguez Wealth Management Solutions, Inc. 0.15% New 4,089 $209K
Wealth Management Associates, Inc. 0.09% New 4,083 $208K
Valmark Advisers, Inc. 0.00% New 4,082 $208K
Main Street Research LLC 0.01% New 4,000 $208K
Hoge Financial Services, LLC 0.16% New 4,079 $208K
Caldwell Sutter Capital, Inc. 0.10% Reduce -31.2% 4,077 $208K
Fortem Financial Group, LLC 0.08% New 4,057 $207K
Van Hulzen Asset Management, LLC 0.01% Reduce -12.7% 4,055 $207K
Northwest Bancshares, Inc. 0.04% Reduce -24.1% 4,046 $207K
Sweet Financial Partners, LLC 0.04% New 4,042 $206K
Crew Capital Management, Ltd 0.17% New 4,037 $206K
Clayton Financial Group LLC 0.08% New 4,036 $206K
Roman Butler Fullerton & Co. 0.06% New 4,112 $205K
RKL Wealth Management LLC 0.02% New 4,019 $205K
Y.D. More Investments Ltd 0.02% Add +3.0% 4,017 $205K
Dearborn Partners LLC 0.01% New 4,015 $205K
Financial Engines Advisors L.L.C. 0.00% New 3,919 $204K
First Wilshire Securities Management Inc. 0.06% New 4,000 $204K
Garrett Wealth Advisory Group, LLC 0.05% New 3,992 $204K
Baron Wealth Management LLC 0.10% New 3,990 $204K
DT Investment Partners, LLC 0.02% Add +8.8% 3,985 $203K
W Advisors, LLC 0.13% New 3,983 $203K
Ceeto Capital Group, LLC 0.08% No change 3,900 $203K
Guardian Wealth Advisors, LLC / NC 0.02% New 3,975 $203K
Aries Wealth Management 0.06% New 3,970 $203K
German American Bancorp, Inc. 0.02% New 3,970 $203K
Beck Mack & Oliver LLC 0.00% Reduce -29.6% 3,965 $202K
Murphy, Middleton, Hinkle & Parker, Inc. 0.11% Reduce -14.4% 3,959 $202K
Keating Investment Counselors Inc. 0.06% New 3,947 $201K
BSW Wealth Partners 0.03% New 3,945 $201K
Legacy Financial Group, Inc. 0.07% New 3,683 $201K
IAM Advisory, LLC 0.05% New 3,929 $201K
Fortis Capital Advisors, LLC 0.07% New 3,929 $201K
Wedge Capital Management L L P 0.00% New 3,926 $200K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.5% 3,899 $199K
Ashton Thomas Securities, LLC 0.04% New 3,835 $196K
American Capital Advisory, LLC 0.11% Add +12.3% 3,832 $196K
Future Financial Wealth Managment LLC 0.14% New 3,758 $192K
Union Savings Bank 0.09% No change 3,690 $188K
St Germain D J Co. Inc. 0.01% Add +11.2% 3,681 $188K
Mb, Levis & Associates, LLC 0.09% Add +1.5% 3,674 $188K
Foster Dykema Cabot & Partners, LLC 0.02% Add +2.7% 3,595 $187K
Westside Investment Management, Inc. 0.04% No change 3,650 $186K
Bellevue Asset Management, LLC 0.10% Add +0.9% 3,642 $186K
Adirondack Trust Co. 0.07% No change 3,580 $183K
Quarry LP 0.06% Add +2.0% 3,568 $182K
State of Wyoming 0.03% Reduce -11.9% 3,552 $181K
Piscataqua Savings Bank 0.15% No change 3,547 $181K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 3,550 $181K
Cromwell Holdings LLC 0.12% No change 3,464 $180K
City Holding Co. 0.02% Reduce -5.9% 3,513 $179K
Capital Advisors, Ltd. LLC 0.02% Add +0.4% 3,470 $177K
Slocum, Gordon & Co LLP 0.07% Reduce -12.6% 3,460 $177K
Acima Private Wealth, LLC 0.06% No change 3,452 $176K
Amica Retiree Medical Trust 0.15% — 3,433 $175K
Investment Research & Advisory Group, Inc. 0.07% Add +181.4% 3,369 $172K
Capula Management Ltd 0.00% Add +23.3% 3,360 $171K
Sugarloaf Wealth Management, LLC 0.03% Reduce -13.1% 3,332 $170K
PFS Partners, LLC 0.10% Add +1.6% 3,332 $170K
Eagle Bay Advisors LLC 0.06% Reduce -3.5% 3,212 $167K
Earned Wealth Advisors, LLC 0.05% New 3,250 $166K
First Command Advisory Services, Inc. 0.00% No change 3,238 $165K
Aspire Private Capital, LLC 0.04% Add +0.7% 3,212 $164K
Fairscale Capital, LLC 0.14% No change 3,048 $159K
BOK Financial Private Wealth, Inc. 0.01% New 3,000 $156K
Indiana Trust & Investment Management Co 0.05% No change 3,050 $156K
Key Financial Inc 0.03% Add +0.6% 3,015 $154K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,000 $153K
Coppell Advisory Solutions LLC 0.02% Reduce -19.8% 2,977 $152K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 2,949 $151K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,931 $150K
SIMA Wealth Partners, LLC 0.13% No change 2,914 $149K
Cypress Capital Management LLC (WY) 0.16% No change 2,900 $148K
AlphaMark Advisors, LLC 0.05% Reduce -4.0% 2,900 $148K
M&R Capital Management Inc. 0.03% Add +1.3% 2,899 $148K
Planning Capital Management Corp 0.10% Reduce -1.7% 2,875 $147K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -0.6% 2,786 $145K
Pittenger & Anderson Inc. 0.01% No change 2,800 $143K
Kimelman & Baird, LLC 0.01% No change 2,779 $142K
Cherry Tree Wealth Management, LLC 0.03% No change 2,767 $141K
West Oak Capital, LLC 0.07% No change 2,740 $140K
Resources Management Corp. /CT/ 0.02% Reduce -18.1% 2,720 $139K
NCP Inc. 0.08% No change 2,700 $138K
Versant Capital Management, Inc 0.03% Add +1.0% 2,587 $132K
Harvest Fund Management Co., Ltd 0.01% Add +1035.7% 2,578 $132K
GHP Investment Advisors, Inc. 0.01% Add +7.8% 2,580 $132K
Jackson, Grant Investment Advisers, Inc. 0.05% Add +1.9% 2,528 $129K
RE Dickinson Investment Advisors, LLC 0.07% No change 2,520 $129K
Roble, Belko & Company, Inc 0.02% No change 2,485 $127K
Park Place Capital Corp 0.04% Add +1.5% 2,482 $127K
Sachetta, LLC 0.05% Reduce -11.5% 2,445 $126K
CarsonAllaria Wealth Management, Ltd. 0.07% Reduce -9.1% 2,452 $125K
Western Pacific Wealth Management, LP 0.08% New 2,400 $122K
Field & Main Bank 0.04% No change 2,400 $122K
Addison Advisors LLC 0.03% Add +8.3% 2,386 $122K
Burkett Financial Services, LLC 0.05% Add +2.1% 2,379 $121K
Gen-Wealth Partners Inc 0.05% Reduce -1.6% 2,402 $121K
Pin Oak Investment Advisors Inc. 0.11% Add +5.0% 2,383 $121K
Bank of New Hampshire 0.03% No change 2,320 $118K
Motco 0.01% Add +18.3% 2,289 $117K
Darwin Wealth Management, LLC 0.03% New 2,281 $116K
CNB Bank 0.05% Reduce -5.0% 2,267 $116K
SYSTM Wealth Solutions LLC 3.41% — 2,157 $112K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +0.5% 2,160 $110K
Missouri Trust & Investment Co 0.04% No change 2,100 $107K
Oarsman Capital, Inc. 0.02% New 2,095 $107K
Rowlandmiller & Partners.adv 0.02% New 2,082 $106K
Bfsg, LLC 0.01% Add +1.0% 2,064 $105K
Operose Advisors LLC 0.03% Reduce -36.6% 1,985 $101K
Winch Advisory Services, LLC 0.03% Add +2.1% 1,961 $100K
Security National Bank 0.01% No change 1,957 $100K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.1% 1,955 $100K
WR Wealth Planners, LLC 0.03% Add +3.3% 1,950 $100K
Avion Wealth 0.03% Reduce -3.3% 1,957 $99K
FSC Wealth Advisors, LLC 0.07% Reduce -34.4% 1,906 $97K
Mizuho Bank, Ltd. 0.02% No change 1,900 $97K
Albion Financial Group 0.01% Add +0.6% 1,889 $96K
Plante Moran Financial Advisors, LLC 0.01% Reduce -18.4% 1,867 $95K
Glass Jacobson Investment Advisors llc 0.03% Reduce -8.9% 1,823 $93K
Thompson Investment Management, Inc. 0.01% No change 1,764 $90K
McIlrath & Eck, LLC 0.01% Add +8.7% 1,745 $89K
Proffitt & Goodson Inc. 0.01% Add +8.8% 1,744 $89K
New England Capital Financial Advisors LLC 0.04% Add +2.0% 1,675 $85K
Castleview Partners, LLC 0.05% Reduce -0.4% 1,669 $85K
Tacita Capital Inc 0.05% Add +8.6% 1,612 $82K
Pacific Center for Financial Services 0.02% No change 1,602 $82K
Hoese & Co LLP 0.07% No change 1,600 $82K
Community Bank, N.A. 0.01% No change 1,595 $81K
Cranbrook Wealth Management, LLC 0.02% Add +0.8% 1,594 $81K
Fourpath Capital Management, LLC 0.01% New 1,585 $81K
Pension & Wealth Management Advisors, Inc. 0.04% Add +26.1% 1,575 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +36.0% 1,570 $80K
United Community Bank 0.03% Reduce -1.0% 1,567 $80K
S.A. Mason LLC 0.04% No change 1,565 $80K
Evermay Wealth Management LLC 0.01% Reduce -19.3% 1,517 $79K
Barrett & Company, Inc. 0.03% Reduce -1.3% 1,510 $77K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -26.3% 1,500 $77K
Kozak & Associates, Inc. 0.02% Add +4.1% 1,509 $76K
Boyd Watterson Asset Management LLC 0.02% Reduce -1.8% 1,465 $75K
Perkins Coie Trust Co 0.02% No change 1,460 $75K
Hemington Wealth Management 0.02% New 1,365 $74K
Peoples Bank 0.05% No change 1,441 $74K
Abich Financial Wealth Management LLC 0.16% Reduce -67.0% 1,438 $73K
Bell Investment Advisors, Inc 0.01% No change 1,432 $73K
SJS Investment Consulting Inc. 0.01% Add +3285.7% 1,422 $73K
Crewe Advisors LLC 0.01% No change 1,402 $72K
Partnership Wealth Management, LLC 0.05% Add +0.4% 1,376 $70K
Atticus Wealth Management, LLC 0.02% Reduce -10.9% 1,371 $70K
Canton Hathaway, LLC 0.02% No change 1,340 $68K
Steph & Co. 0.02% Add +10.1% 1,321 $67K
Granite FO LLC 0.04% New 1,302 $66K
First Community Trust NA 0.05% No change 1,300 $66K
LFA - Lugano Financial Advisors SA 0.05% No change 1,300 $66K
Costello Asset Management, INC 0.04% No change 1,300 $66K
Pathway Financial Advisers, LLC 0.03% Reduce -32.6% 1,284 $66K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -29.5% 1,268 $65K
Quent Capital, LLC 0.01% Add +1.8% 1,260 $64K
Horizon Bancorp Inc. 0.03% Reduce -2.0% 1,249 $64K
Birchbrook, Inc. 0.04% No change 1,250 $64K
Claris Advisors, LLC / Mo / 0.03% New 1,239 $63K
West Branch Capital LLC 0.02% Add +0.5% 1,206 $62K
Mfa Wealth Advisors, LLC 0.01% Add +100.0% 1,200 $61K
First Personal Financial Services 0.01% Add +0.7% 1,199 $61K
First PREMIER Bank 0.02% No change 1,190 $61K
Cornerstone Planning Group LLC 0.02% Reduce -61.0% 1,220 $61K
Activest Wealth Management 0.02% Add +0.3% 1,193 $61K
Glen Eagle Advisors, LLC 0.01% Add +11.8% 1,139 $58K
Colonial Trust Advisors 0.01% No change 1,121 $57K
Global Trust Asset Management, LLC 0.02% No change 1,114 $57K
ESL Trust Services, LLC 0.01% Reduce -15.4% 1,100 $56K
Sawyer & Company, Inc 0.02% No change 1,100 $56K
Covestor Ltd 0.03% Reduce -7.8% 1,035 $53K
Creekmur Asset Management LLC 0.01% Add +2.8% 1,026 $52K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -10.9% 1,023 $52K
GW&K Investment Management, LLC 0.00% Add +9.4% 1,027 $52K
Pingora Partners LLC 0.04% No change 1,000 $51K
Advantage Trust Co 0.03% No change 1,000 $51K
New Potomac Partners, LLC 0.03% New 1,000 $51K
Rosenberg Matthew Hamilton 0.01% Reduce -25.4% 968 $49K
Tower View Wealth Management LLC 0.03% Add +1.4% 967 $49K
CGC Financial Services, LLC 0.02% Add +11.8% 950 $48K
Private Wealth Management Group, LLC 0.02% No change 946 $48K
Olistico Wealth, LLC 0.03% Reduce -15.3% 939 $48K
Fairman Group, LLC 0.04% Add +85.1% 892 $46K
Bruce G. Allen Investments, LLC 0.03% No change 871 $44K
Louisbourg Investments Inc. 0.01% No change 860 $44K
Riverview Trust Co 0.04% Add +4.9% 858 $44K
Halpern Financial, Inc. 0.01% Reduce -28.0% 850 $43K
IAG Wealth Partners, LLC 0.01% Add +33.9% 842 $43K
Islay Capital Management, LLC 0.03% No change 842 $43K
SOA Wealth Advisors, LLC. 0.01% Add +1.2% 814 $42K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 800 $41K
Navera Investment Management Ltd. 0.00% No change 800 $41K
Wolff Wiese Magana LLC 0.03% Add +0.8% 797 $41K
Peterson Financial Group, Inc. 0.16% New 797 $41K
POM Investment Strategies, LLC 0.03% Add +1.3% 786 $40K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 783 $40K
Dynamic Wealth Strategies, LLC 0.03% No change 741 $38K
Ulland Investment Advisors, LLC 0.03% No change 742 $38K
Valley Wealth Managers, Inc. 0.00% Add +9.9% 733 $37K
Tortoise Investment Management, LLC 0.00% Add +0.6% 723 $37K
Asset Dedication, LLC 0.00% No change 721 $37K
Redmont Wealth Advisors LLC 0.06% No change 706 $36K
WFA of San Diego, LLC 0.03% No change 668 $34K
Westend Capital Management, LLC 0.01% No change 666 $34K
Iron Horse Wealth Management, LLC 0.01% Reduce -13.1% 665 $34K
Hobbs Group Advisors, LLC 0.01% No change 665 $34K
Legacy Investment Solutions, LLC 0.02% — 609 $34K
Legacy Wealth Managment, LLC 0.02% — 609 $34K
Pineridge Advisors LLC 0.01% Reduce -24.3% 650 $33K
Ruedi Wealth Management, Inc. 0.01% Reduce -3.3% 650 $33K
Bray Capital Advisors 0.01% Reduce -6.5% 650 $33K
AllSquare Wealth Management LLC 0.02% No change 645 $33K
Basso Capital Management, L.P. 0.03% Reduce -65.0% 635 $32K
Providence Capital Advisors, LLC 0.01% Add +0.8% 630 $32K
BNP Paribas 0.00% No change 630 $32K
Accordant Advisory Group Inc 0.04% Add +4.2% 625 $32K
Sanctuary Wealth Management, L.L.C. 0.02% No change 614 $31K
TD Capital Management LLC 0.00% Add +84.6% 611 $31K
Arlington Trust Co LLC 0.01% Reduce -18.8% 600 $31K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 597 $30K
Maryland Capital Advisors Inc. 0.01% Add +1.2% 590 $30K
Criterion Capital Advisors, LLC 0.02% No change 649 $30K
West Paces Advisors Inc. 0.01% No change 579 $30K
True Wealth Design, LLC 0.01% Add +420.0% 572 $29K
Nemes Rush Group LLC 0.00% No change 649 $28K
Transcendent Capital Group LLC 0.01% No change 548 $28K
Summer Road LLC 0.02% No change 550 $28K
Financial Management Professionals, Inc. 0.00% Reduce -3.3% 534 $27K
Pacifica Partners Inc. 0.01% Reduce -12.3% 522 $27K
Clearstead Trust, LLC 0.01% No change 504 $26K
St. Johns Investment Management Company, LLC 0.01% No change 500 $26K
Planned Solutions, Inc. 0.01% New 500 $26K
Rise Advisors, LLC 0.01% Add +60.2% 487 $25K
Global Financial Private Client, LLC 0.01% Add +58.6% 452 $23K
William B. Walkup & Associates, Inc. 0.01% No change 447 $23K
Kiely Wealth Advisory Group, Inc. 0.01% No change 415 $23K
Studio Investment Management LLC 0.00% No change 422 $22K
Financial Freedom, LLC 0.01% Add +1.7% 428 $22K
TruNorth Capital Management, LLC 0.01% No change 419 $21K
Itau Unibanco Holding S.A. 0.00% New 415 $21K
Parallax Volatility Advisers, L.P. 0.00% New 413 $21K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.2% 417 $21K
Mizuho Securities Co. Ltd. 0.05% Add +300.0% 400 $20K
Northwest Bank & Trust Co 0.02% Reduce -33.3% 400 $20K
VitalStone Financial, LLC 0.01% Add +2.4% 392 $20K
Prestige Wealth Management Group LLC 0.00% Reduce -77.0% 374 $19K
Nvwm, LLC 0.00% Add +8.8% 373 $19K
Dogwood Wealth Management LLC 0.01% Add +2.0% 364 $19K
Core Alternative Capital 0.00% Reduce -14.2% 363 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 361 $18K
FSA Wealth Management LLC 0.01% — 353 $18K
Fairfield Financial Advisors, LTD 0.01% Add +2.1% 338 $17K
Kessler Investment Group, LLC 0.01% No change 331 $17K
New Age Alpha Advisors, LLC 0.01% New 326 $17K
PSI Advisors, LLC 0.00% No change 322 $16K
Founders Capital Management 0.01% No change 306 $16K
MidAtlantic Capital Management, Inc. 0.01% No change 300 $15K
Global Wealth Strategies & Associates 0.01% No change 300 $15K
Tradewinds Capital Management, LLC 0.00% No change 300 $15K
Tidemark, LLC 0.01% No change 291 $15K
Dunhill Financial, LLC 0.01% Add +209.0% 275 $14K
Evolution Advisers, Inc. 0.01% Add +1.1% 276 $14K
Elevation Wealth Partners, LLC 0.01% No change 273 $14K
Ridgewood Investments LLC 0.01% No change 263 $13K
EnRich Financial Partners LLC 0.00% No change 262 $13K
REAP Financial Group, LLC 0.00% Reduce -6.9% 258 $13K
Raffa Wealth Management, LLC 0.00% Add +102.4% 255 $13K
Syntax Research, Inc. 0.01% No change 250 $13K
Cassady Schiller Wealth Management, LLC 0.00% No change 250 $13K
Christopher J. Hasenberg, Inc 0.01% Add +82.9% 256 $13K
Blume Capital Management, Inc. 0.00% No change 240 $12K
Zions Bancorporation, N.A. 0.00% Reduce -49.0% 232 $12K
Beaird Harris Wealth Management, LLC 0.00% Reduce -9.8% 230 $12K
IFS Advisors, LLC 0.01% No change 227 $12K
Carolina Wealth Advisors, LLC 0.01% No change 225 $11K
JNBA Financial Advisors 0.00% No change 225 $11K
Wiser Advisor Group LLC 0.02% Reduce -26.9% 223 $11K
DecisionPoint Financial, LLC 0.00% Reduce -60.0% 200 $10K
HighMark Wealth Management LLC 0.01% Add +1.0% 197 $10K
PrairieView Partners, LLC 0.00% No change 200 $10K
Annapolis Financial Services, LLC 0.00% No change 167 $9K
Painted Porch Advisors LLC 0.00% No change 165 $8K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 160 $8K
Aspect Partners, LLC 0.00% Add +21.9% 139 $7K
Penserra Capital Management LLC 0.00% No change 144 $7K
Northwest Financial Advisors 0.01% New 130 $7K
Anfield Capital Management, LLC 0.00% No change 124 $6K
Abound Wealth Management 0.00% Add +96.5% 114 $6K
Country Trust Bank 0.00% No change 110 $6K
Hara Capital LLC 0.00% New 100 $5K
Red Tortoise LLC 0.00% No change 100 $5K
Robinswood Financial LLC 0.00% New 100 $5K
WealthCollab, LLC 0.00% Add +304.6% 89 $5K
Highline Wealth Partners LLC 0.00% Add +137.8% 88 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 87 $4K
Trifecta Capital Advisors, LLC 0.00% No change 79 $4K
Financial Network Wealth Advisors LLC 0.00% Add +40.0% 77 $4K
SWAN Capital LLC 0.00% Reduce -50.0% 75 $4K
Tucker Asset Management LLC 0.00% Reduce -97.2% 70 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 70 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -91.0% 69 $4K
Altshuler Shaham Ltd 0.00% Reduce -84.4% 69 $4K
Morton Brown Family Wealth, LLC 0.00% No change 60 $3K
HBC Financial Services, PLLC 0.00% No change 60 $3K
Evergreen Private Wealth LLC 0.00% No change 55 $3K
PayPay Securities Corp 0.25% Reduce -60.6% 54 $3K
MeadowBrook Investment Advisors LLC 0.00% New 51 $3K
Spectrum Wealth Counsel, LLC 0.00% Reduce -97.5% 40 $2K
JDM Financial Group LLC 0.00% New 29 $1K
Cedar Mountain Advisors, LLC 0.00% No change 21 $1K
Beach Investment Counsel Inc. 0.00% No change 10 $1K
Picton Mahoney Asset Management 0.00% New 21 $1K
WestEnd Advisors, LLC 0.00% Add +26.7% 19 $970
New Millennium Group LLC 0.00% No change 16 $817
Voisard Asset Management Group, Inc. 0.00% Reduce -40.0% 15 $766
Chesapeake Asset Management LLC 0.00% New 15 $765
1620 Investment Advisors, Inc. 0.00% New 10 $494
Riggs Asset Managment Co. Inc. 0.00% No change 7 $358
Ransom Advisory, Ltd 0.00% No change 5 $264
Creative Capital Management Investments LLC 0.00% Reduce -98.0% 5 $255
Mendota Financial Group, LLC 0.00% New 3 $154
Erste Asset Management GmbH 0.00% No change 1 $51
Reston Wealth Management LLC 0.00% New 1 $28

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