Altria GroupMO

13F holders, Q4 2024 (December 31)
2,170holders +174
119new positions
82sold out
12famous investors
$52.33avg. 13F price*

At the end of Q4 2024, 2,170 institutions reported holding Altria Group Inc. (MO) in their 13F filings, up 174 from Q3 2024. 119 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($8.2B), BlackRock, Inc. ($7.0B) and State Street Corp. ($3.9B). 12 famous investors held it, including Ray Dalio (0.6% of Bridgewater Associates's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions119$271.9M
Exits82$110.7M

All 13F filers, Q3 2024 → Q4 2024: 41,373,342 shares bought and 36,943,038 shares sold, net +4,430,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,170 holders

Vanguard Group Inc. 0.14% Add +0.1% 156,816,438 $8.2B
BlackRock, Inc. 0.14% Reduce -3.5% 133,400,214 $7.0B
State Street Corp. 0.15% Reduce -1.6% 72,341,530 $3.9B
Capital World Investors 0.50% Reduce -2.9% 62,535,289 $3.3B
Charles Schwab Investment Management Inc. 0.58% Add +4.0% 59,805,286 $3.1B
Geode Capital Management, LLC 0.17% Add +2.8% 41,938,507 $2.2B
Arrowstreet Capital, Limited Partnership 0.93% Add +0.3% 22,273,491 $1.2B
Morgan Stanley 0.08% Add +4.9% 20,874,765 $1.1B
Northern Trust Corp. 0.12% Add +9.6% 16,432,535 $859.3M
Bank of New York Mellon Corp 0.13% Reduce -2.8% 13,478,987 $704.8M
Capital Research Global Investors 0.13% Add +0.1% 12,051,681 $630.2M
Invesco Ltd. 0.11% Add +9.1% 11,801,958 $617.1M
Goldman Sachs Group Inc. 0.12% Add +21.2% 11,624,333 $607.8M
Bank of America Corp. 0.05% Reduce -6.7% 11,215,797 $586.5M
Pacer Advisors, Inc. 1.20% Add +2.6% 10,257,682 $536.4M
Ameriprise Financial Inc. 0.13% Add +0.0% 9,974,105 $515.5M
UBS Group AG 0.11% Add +34.5% 9,257,950 $484.1M
Royal Bank of Canada 0.10% Add +17.4% 8,927,340 $466.8M
JPMorgan Chase & Co. 0.04% Reduce -10.1% 8,545,983 $446.9M
Legal & General Group Plc 0.11% Reduce -6.0% 8,263,689 $432.1M
Van Eck Associates Corp. 0.52% Reduce -3.7% 7,693,440 $402.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +14.0% 6,569,122 $343.5M
First Trust Advisors LP 0.29% Add +3.7% 6,218,299 $325.2M
Fayez Sarofim & Co 0.77% Add +6.2% 6,040,250 $315.8M
AQR Capital Management 0.39% Add +4.5% 5,862,825 $305.5M
LSV Asset Management 0.68% Add +0.1% 5,609,012 $293.3M
FMR LLC 0.02% Reduce -0.7% 5,282,181 $276.2M
Swiss National Bank 0.17% Reduce -5.5% 4,820,100 $252.0M
Swiss Life Asset Management Ltd 1.80% Add +59.8% 4,655,033 $243.4M
HSBC Holdings PLC 0.15% Add +6.0% 4,586,540 $239.6M
Victory Capital Management Inc. 0.23% Add +2.1% 4,488,007 $234.7M
Barclays PLC 0.11% Reduce -37.7% 4,368,681 $228.4M
Dimensional Fund Advisors LP 0.05% Reduce -4.1% 4,320,377 $225.9M
Balyasny Asset Management L.P. 0.53% Reduce -37.6% 4,249,054 $222.2M
London Co. of Virginia 1.21% Reduce -6.9% 4,241,747 $221.8M
National Pension Service 0.21% Add +4.9% 4,232,359 $221.3M
T. Rowe Price Associates Inc. 0.02% Add +17.4% 4,026,736 $210.6M
Wells Fargo & Company 0.05% Reduce -2.1% 3,982,923 $208.3M
Deutsche Bank AG 0.08% Reduce -5.8% 3,802,103 $198.8M
Envestnet Asset Management Inc. 0.06% Add +7.9% 3,601,425 $188.3M
Allianz Asset Management GmbH 0.27% Add +6.5% 3,584,393 $187.4M
Nuveen Asset Management, LLC 0.05% Reduce -3.0% 3,491,099 $182.5M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +1.2% 3,414,856 $178.6M
Prudential Financial Inc. 0.24% Add +49.4% 3,317,662 $173.5M
LPL Financial LLC 0.07% Add +11.9% 3,128,789 $163.6M
Renaissance Technologies 0.23% Add +37.1% 2,931,015 $153.3M
Rhumbline Advisers 0.13% Reduce -0.8% 2,878,832 $150.5M
Qube Research & Technologies Ltd 0.25% Add +207.6% 2,877,453 $150.5M
Bank of Montreal 0.07% Reduce -9.5% 2,762,547 $144.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +7.1% 2,683,295 $142.6M
Bridgewater Associates 0.64% Add +86.0% 2,675,347 $139.9M
Franklin Resources Inc. 0.04% Add +23.5% 2,667,816 $139.5M
Cullen Capital Management, LLC 1.62% Reduce -1.5% 2,659,415 $139.1M
Raymond James Financial Inc. 0.05% — 2,630,246 $137.5M
Truist Financial Corp. 0.20% Add +27.6% 2,418,074 $126.4M
BNP Paribas Financial Markets 0.10% Reduce -9.3% 2,399,714 $125.5M
New York State Common Retirement Fund 0.17% Reduce -2.4% 2,377,800 $124.3M
Assetmark, Inc. 0.32% Add +3.6% 2,231,825 $116.7M
Massachusetts Financial Services Co. 0.04% Add +2.3% 2,190,556 $114.5M
Teacher Retirement System of Texas 0.38% Add +136.4% 2,022,121 $105.7M
Alliancebernstein L.P. 0.04% Reduce -3.9% 2,014,376 $105.3M
Mackenzie Financial Corp. 0.14% Add +1.6% 2,005,493 $104.9M
Principal Financial Group Inc. 0.06% Reduce -1.3% 1,941,636 $101.5M
O'shaughnessy Asset Management, LLC 0.84% Reduce -3.4% 1,888,473 $98.7M
PNC Financial Services Group, Inc. 0.07% Reduce -2.2% 1,881,006 $98.4M
Sterling Capital Management LLC 1.35% Reduce -14.4% 1,879,964 $98.3M
State Board of Administration of Florida Retirement System 0.17% Reduce -8.1% 1,750,689 $91.5M
Railway Pension Investments Ltd 1.21% Reduce -10.8% 1,748,200 $91.4M
New York State Teachers Retirement System 0.19% Reduce -3.7% 1,720,672 $90.0M
Acadian Asset Management LLC 0.25% Add +15.8% 1,643,537 $85.9M
Artisan Partners Limited Partnership 0.13% Add +4.3% 1,619,963 $84.7M
Millennium Management 0.08% Add +9.3% 1,610,909 $84.2M
Citigroup Inc. 0.08% Reduce -34.7% 1,605,905 $84.0M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -1.6% 1,583,432 $82.8M
Los Angeles Capital Management LLC 0.32% Reduce -24.2% 1,492,198 $78.0M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +20.2% 1,472,569 $77.1M
Stifel Financial Corp. 0.08% Add +3.0% 1,452,188 $75.9M
Commonwealth Equity Services, LLC 0.11% Reduce -1.0% 1,441,156 $75.4M
Sei Investments Co. 0.09% Add +7.5% 1,361,748 $71.2M
HighTower Advisors, LLC 0.10% Add +10.1% 1,355,525 $70.9M
United Services Automobile Association 2.25% Reduce -0.0% 1,318,326 $68.9M
Jane Street Group, LLC 0.11% Add +48.6% 1,259,868 $65.9M
National Bank of Canada 0.09% Add +34.2% 1,257,437 $65.8M
Credit Agricole S A 0.20% Add +442.4% 1,141,921 $59.7M
Susquehanna International Group, LLP 0.09% Add +106.4% 1,112,872 $58.2M
Osaic Holdings, Inc. 0.13% Add +0.3% 1,114,398 $57.8M
Voloridge Investment Management, LLC 0.20% Reduce -29.9% 1,102,361 $57.6M
Alyeska Investment Group, L.P. 0.21% New 1,090,000 $57.0M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.7% 1,087,777 $56.9M
RNC Capital Management LLC 2.99% Reduce -2.4% 1,071,434 $56.0M
Cetera Investment Advisers 0.12% Add +4.6% 1,065,197 $55.7M
Worldquant Millennium Advisors LLC 0.36% Add +67.8% 1,058,783 $55.4M
Brandywine Global Investment Management, LLC 0.40% Reduce -7.3% 1,039,244 $54.3M
Citadel Advisors 0.05% New 1,038,813 $54.3M
Voya Investment Management LLC 0.06% Reduce -5.2% 1,025,051 $53.6M
State of Wisconsin Investment Board 0.14% Reduce -18.8% 1,020,853 $53.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% — 992,636 $51.9M
Pinebridge Investments, L.P. 0.37% Reduce -6.2% 949,271 $49.6M
Natixis Advisors, LLC 0.09% Add +19.3% 947,121 $49.5M
Janney Montgomery Scott LLC 0.13% Reduce -1.0% 918,085 $48.0M
Toronto Dominion Bank 0.09% Reduce -1.3% 915,104 $47.9M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -2.8% 895,896 $46.8M
Zacks Investment Management 0.43% Reduce -1.7% 884,890 $46.3M
Macquarie Group Ltd. 0.06% Add +46.5% 1,309,499 $46.1M
Asset Management One Co., Ltd. 0.15% Reduce -1.9% 829,828 $43.5M
Public Employees Retirement System of Ohio 0.15% Reduce -6.8% 821,498 $43.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +27.7% 811,748 $42.4M
Korea Investment CORP 0.10% Add +9.3% 806,429 $42.2M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -10.4% 800,866 $41.9M
Lido Advisors, LLC 0.26% Reduce -18.3% 776,419 $41.4M
Treasurer of the State of North Carolina 0.16% Add +5.3% 791,469 $41.4M
TD Asset Management Inc 0.04% Reduce -5.9% 788,142 $41.2M
FIL Ltd 0.04% Reduce -3.3% 788,000 $41.2M
Pictet Asset Management Holding SA 0.04% Reduce -1.1% 787,254 $41.2M
Todd Asset Management LLC 0.92% Add +1.6% 735,249 $38.4M
Royal London Asset Management Ltd. 0.09% No change 730,523 $38.2M
Bank of Nova Scotia 0.07% Add +2.1% 708,749 $37.1M
Exchange Traded Concepts, LLC 0.75% Add +93.9% 708,088 $37.0M
Nomura Asset Management Co. Ltd. 0.11% Reduce -0.4% 703,929 $36.8M
Amundi 0.01% Add +1.8% 710,094 $36.6M
Russell Investments Group, Ltd. 0.05% Add +38.8% 696,210 $36.4M
QRG Capital Management, Inc. 0.37% Add +7.3% 691,083 $36.1M
Lazard Asset Management LLC 0.05% Add +10.3% 663,931 $34.7M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -2.2% 653,371 $34.2M
Mariner, LLC 0.06% Add +22.1% 651,174 $34.0M
State of New Jersey Common Pension Fund D 0.13% No change 622,667 $32.6M
Mercer Global Advisors Inc. 0.08% Reduce -3.2% 621,653 $32.5M
FUKOKU MUTUAL LIFE INSURANCE Co 2.30% No change 611,586 $32.0M
AE Wealth Management LLC 0.27% Add +4.3% 609,506 $31.9M
Martingale Asset Management L P 0.77% Reduce -3.3% 608,574 $31.8M
Captrust Financial Advisors 0.09% Add +7.4% 603,198 $31.5M
State of Tennessee, Department of Treasury 0.11% Add +3.1% 601,409 $31.4M
M&T Bank Corp 0.10% Reduce -0.9% 597,280 $31.2M
Cibc World Markets Corp. 0.18% Add +9.8% 595,440 $31.1M
Teachers Retirement System of the State of Kentucky 0.27% Reduce -0.6% 590,762 $30.9M
US Bancorp \de 0.04% Reduce -1.1% 589,708 $30.8M
Capital Investment Advisors, LLC 0.62% Reduce -1.8% 585,630 $30.6M
Creative Planning 0.03% Add +6.5% 566,020 $29.6M
Commerce Bank 0.18% Reduce -0.9% 562,814 $29.4M
Nisa Investment Advisors, LLC 0.11% Reduce -0.7% 551,451 $29.4M
Comerica Bank 0.12% Add +5.8% 559,925 $29.3M
D. E. Shaw & Co. 0.03% Reduce -40.6% 559,095 $29.2M
Alps Advisors Inc. 0.18% Reduce -2.4% 550,194 $28.8M
Distillate Capital Partners LLC 1.37% Reduce -8.6% 532,943 $27.9M
STRS Ohio 0.11% Reduce -3.1% 530,346 $27.7M
Allspring Global Investments Holdings, LLC 0.04% Add +14.7% 524,653 $27.5M
Oppenheimer Asset Management Inc. 0.33% Add +1.1% 522,448 $27.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +5.8% 514,825 $26.9M
Sanctuary Advisors, LLC 0.17% Reduce -2.4% 517,987 $26.7M
Primecap Management Co. 0.02% Reduce -46.1% 498,900 $26.1M
Natixis 0.18% Reduce -67.7% 493,224 $25.8M
Arizona State Retirement System 0.16% Reduce -0.0% 492,346 $25.7M
Corient Private Wealth LP 0.04% Reduce -11.0% 491,228 $25.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.9% 488,977 $25.6M
Resona Asset Management Co.,Ltd. 0.15% Reduce -5.8% 488,584 $25.6M
Foundry Partners, LLC 1.27% Reduce -14.3% 484,211 $25.3M
Neuberger Berman Group LLC 0.02% Reduce -0.8% 483,179 $25.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +36.0% 482,143 $25.2M
Capital Fund Management S.A. 0.25% New 479,614 $25.1M
State of Michigan Retirement System 0.13% Reduce -12.0% 459,942 $24.1M
Kestra Advisory Services, LLC 0.13% Add +2.2% 457,347 $23.9M
Vestcor Inc 0.79% Add +12.3% 454,649 $23.8M
MetLife Investment Management, LLC 0.13% Add +1.1% 448,609 $23.5M
Baird Financial Group, Inc. 0.04% Add +16.3% 433,519 $22.7M
Hikari Power Ltd 1.96% No change 433,210 $22.7M
Robeco Institutional Asset Management B.V. 0.04% Add +11.6% 432,289 $22.6M
Calamos Advisors LLC 0.15% No change 425,305 $22.2M
Thrivent Financial for Lutherans 0.04% Reduce -7.5% 417,871 $21.9M
Cerity Partners LLC 0.05% Reduce -2.1% 413,262 $21.5M
Corebridge Financial, Inc. 0.11% Reduce -2.0% 402,502 $21.0M
DekaBank Deutsche Girozentrale 0.04% No change 388,836 $20.2M
MML Investors Services, LLC 0.07% Add +4.3% 378,570 $19.8M
Amalgamated Bank 0.16% Add +4.8% 369,896 $19.3M
Empire Life Investments Inc. 1.21% Reduce -15.1% 369,720 $19.3M
Czech National Bank 0.18% Add +5.7% 367,469 $19.2M
Retirement Systems of Alabama 0.07% Reduce -1.9% 366,944 $19.2M
Empowered Funds, LLC 0.28% Add +1.2% 365,014 $19.1M
Rockefeller Capital Management L.P. 0.05% Add +2.1% 363,694 $19.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -3.0% 360,368 $18.8M
TCTC Holdings, LLC 0.67% Add +0.2% 356,749 $18.7M
Advisors Capital Management, LLC 0.29% Add +26.1% 351,259 $18.4M
Illinois Municipal Retirement Fund 0.25% Add +25.9% 342,019 $17.9M
Mediolanum International Funds Ltd 0.23% Add +18.3% 337,133 $17.5M
GW Henssler & Associates Ltd. 0.99% Reduce -1.7% 338,565 $17.3M
Schroder Investment Management Group 0.02% Reduce -12.1% 331,536 $17.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +14.0% 326,722 $17.1M
Cwm, LLC 0.07% Add +6.9% 326,672 $17.1M
D.A. Davidson & Co. 0.13% Reduce -0.4% 311,635 $16.3M
Advisors Asset Management, Inc. 0.30% Reduce -1.4% 311,127 $16.3M
Rathbones Group PLC 0.08% Reduce -4.5% 303,922 $15.9M
State of Alaska, Department of Revenue 0.18% Reduce -10.1% 303,223 $15.9M
Hikari Tsushin, Inc. 1.14% No change 301,079 $15.7M
Verity & Verity, LLC 1.43% Add +9.5% 300,722 $15.7M
CIBC Asset Management Inc 0.05% Add +1.9% 297,938 $15.6M
IFM Investors Pty Ltd 0.16% Reduce -8.8% 293,464 $15.3M
Intech Investment Management LLC 0.15% Reduce -39.0% 290,314 $15.2M
DAVENPORT & Co LLC 0.09% Add +5.2% 289,820 $15.2M
ExodusPoint Capital Management, LP 0.16% New 289,520 $15.1M
Canal Capital Management, LLC 2.42% Add +0.2% 285,368 $14.9M
Capital International, Inc. 0.18% Add +36.1% 284,385 $14.9M
Utah Retirement Systems 0.16% Reduce -1.0% 281,307 $14.7M
Trexquant Investment LP 0.17% New 275,855 $14.4M
Artemis Investment Management LLP 0.20% Add +6.3% 274,287 $14.3M
Adams Asset Advisors, LLC 1.87% No change 272,452 $14.2M
Richard C. Young & CO., LTD. 1.54% Add +2.5% 270,494 $14.1M
Gardner Russo & Quinn 0.16% Reduce -6.7% 269,826 $14.1M
NewEdge Advisors, LLC 0.08% Add +12.2% 267,165 $14.0M
SBI Securities Co., Ltd. 0.43% — 265,738 $13.9M
Avantax Advisory Services, Inc. 0.09% Add +4.7% 263,241 $13.8M
Wellington Management Group LLP 0.00% Add +15.9% 263,131 $13.8M
Foundations Investment Advisors, LLC 0.26% Add +15.4% 258,610 $13.5M
CIBC Private Wealth Group LLC 0.02% Reduce -10.4% 260,526 $13.4M
ING Groep NV 0.09% Add +95.7% 251,063 $13.1M
Panagora Asset Management Inc. 0.06% Reduce -49.5% 249,519 $13.0M
CHURCHILL MANAGEMENT Corp 0.14% Add +2.5% 248,864 $13.0M
ProShare Advisors LLC 0.03% Add +14.1% 248,113 $13.0M
Police & Firemen's Retirement System of New Jersey 0.13% — 246,966 $12.9M
Brown Advisory Inc. 0.02% Add +0.6% 241,228 $12.6M
CWA Asset Management Group, LLC 0.64% Add +5.3% 240,454 $12.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +5.8% 235,769 $12.3M
Aptus Capital Advisors, LLC 0.15% Add +18.9% 234,056 $12.3M
NorthRock Partners, LLC 0.40% Reduce -3.9% 228,872 $12.2M
Daiwa Securities Group Inc. 0.05% Add +6.3% 231,800 $12.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.1% 231,808 $12.1M
GQG Partners LLC 0.02% New 226,748 $11.9M
Philip James Wealth Mangement, LLC 1.59% Reduce -0.7% 226,217 $11.8M
Cullen/Frost Bankers, Inc. 0.16% Add +0.4% 224,556 $11.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.9% 223,669 $11.7M
New York Life Investment Management LLC 0.11% Add +0.2% 221,461 $11.6M
Benedict Financial Advisors Inc. 2.81% Add +0.3% 221,339 $11.6M
Oppenheimer & Co. Inc. 0.17% Add +5.0% 219,881 $11.5M
Hirtle & Co., LLC 0.55% No change 218,630 $11.4M
South Dakota Investment Council 0.22% Reduce -2.2% 214,521 $11.2M
Systematic Alpha Investments, LLC 0.41% No change 212,638 $11.1M
Nissay Asset Management Corp. /Japan 0.07% Reduce -0.8% 211,675 $11.1M
Public Sector Pension Investment Board 0.05% Add +188.7% 210,283 $11.0M
Pinnacle Financial Partners Inc 0.22% Add +1.4% 208,084 $10.9M
Wealthfront Advisers LLC 0.03% Add +22.2% 206,926 $10.8M
Crossmark Global Holdings, Inc. 0.20% Add +2.8% 206,886 $10.8M
Atria Wealth Solutions, Inc. 0.12% Add +16.2% 204,754 $10.8M
Mutual of America Capital Management LLC 0.11% Reduce -3.4% 202,746 $10.6M
Xponance LLC 0.10% Reduce -1.4% 202,367 $10.6M
Intact Investment Management Inc. 0.37% Reduce -21.6% 202,100 $10.6M
Gotham Asset Management 0.10% Reduce -11.9% 200,460 $10.5M
TD Waterhouse Canada Inc. 0.08% Add +42.5% 198,351 $10.4M
Guggenheim Capital LLC 0.09% Reduce -4.0% 198,326 $10.4M
Tidal Investments LLC 0.08% Reduce -9.8% 197,341 $10.3M
Jones Financial Companies LLLP 0.01% Add +72.9% 195,260 $10.2M
ICICI Prudential Asset Management Co Ltd 1.12% No change 193,878 $10.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +6.7% 192,155 $10.0M
Allen Mooney & Barnes Investment Advisors LLC 1.68% Reduce -0.6% 190,563 $10.0M
Aberdeen Group plc 0.02% Reduce -13.8% 191,076 $9.9M
Focus Partners Wealth 0.03% Add +72.7% 186,384 $9.8M
New Age Alpha Advisors, LLC 0.39% Add +57156.1% 186,655 $9.8M
Centre Asset Management, LLC 2.23% Reduce -7.9% 185,993 $9.7M
Vident Advisory, LLC 0.17% Add +1.7% 185,625 $9.7M
Busey Bank 0.32% Add +2.5% 184,268 $9.6M
Blair William & Co. 0.03% Reduce -1.4% 183,443 $9.6M
Private Advisor Group, LLC 0.05% Add +3.4% 181,325 $9.5M
Employees Retirement System of Texas 0.09% Reduce -0.8% 180,394 $9.4M
Hennessy Advisors Inc. 0.28% Reduce -3.5% 180,100 $9.4M
Dean Investment Associates, LLC 1.33% Reduce -1.9% 178,765 $9.3M
Cyndeo Wealth Partners, LLC 0.63% Add +3.5% 177,034 $9.3M
Regal Investment Advisors LLC 0.69% Add +2.9% 176,715 $9.2M
Kestra Private Wealth Services, LLC 0.16% Reduce -12.3% 175,653 $9.2M
Pathstone Holdings, LLC 0.04% Add +8.1% 175,128 $9.2M
Visionary Wealth Advisors 0.54% Add +0.4% 174,742 $9.1M
Advisory Services Network, LLC 0.17% Add +7.4% 174,410 $9.1M
Two Sigma Advisers, LP 0.02% Reduce -62.3% 170,900 $8.9M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 170,046 $8.9M
Beacon Pointe Advisors, LLC 0.10% Reduce -3.7% 168,651 $8.8M
Johnson Financial Group, Inc. 0.42% Add +9.5% 168,666 $8.8M
SteelPeak Wealth, LLC 0.36% Reduce -12.6% 162,559 $8.7M
Tectonic Advisors LLC 0.56% Add +10.9% 163,357 $8.5M
AlTi Global, Inc. 0.20% Reduce -9.8% 162,347 $8.5M
Mizuho Securities USA LLC 0.15% Add +45.2% 160,630 $8.4M
Glenmede Trust Co. NA 0.04% Reduce -7.3% 160,606 $8.4M
Two Sigma Investments, LP 0.02% Reduce -84.2% 159,949 $8.4M
Old National Bancorp 0.20% Reduce -8.1% 158,633 $8.3M
Kingsview Wealth Management, LLC 0.16% Add +18.9% 158,111 $8.3M
Ritholtz Wealth Management 0.24% Add +4.7% 157,014 $8.2M
1834 Investment Advisors Co. 1.04% Reduce -7.5% 156,802 $8.2M
CreativeOne Wealth, LLC 0.25% Add +27.7% 155,564 $8.1M
Viking Fund Management LLC 1.26% No change 155,250 $8.1M
Independent Advisor Alliance 0.11% Add +9.0% 154,447 $8.1M
Summit Securities Group LLC 3.02% Reduce -27.9% 154,400 $8.1M
U.S. Capital Wealth Advisors, LLC 0.25% Reduce -44.4% 151,786 $7.9M
Auxier Asset Management LLC 1.22% Reduce -1.0% 150,986 $7.9M
Stephens Inc. 0.11% Reduce -1.6% 150,714 $7.9M
Quantinno Capital Management LP 0.08% Add +33.6% 150,445 $7.9M
Longfellow Investment Management Co. LLC 2.02% Add +18.6% 150,155 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -4.6% 149,818 $7.8M
Fred Alger Management, LLC 0.04% Add +71.0% 145,129 $7.7M
Cresset Asset Management, LLC 0.04% Reduce -52.4% 145,547 $7.7M
Great Valley Advisor Group, Inc. 0.17% Reduce -3.0% 147,236 $7.7M
Rafferty Asset Management, LLC 0.03% Add +11.7% 147,109 $7.7M
Huntington National Bank 0.07% Reduce -3.9% 146,748 $7.7M
Windle Wealth, LLC 4.23% Add +0.7% 146,239 $7.6M
Oregon Public Employees Retirement Fund 0.14% Reduce -0.5% 145,299 $7.6M
Orion Porfolio Solutions, LLC 0.08% Add +5.5% 144,956 $7.6M
Orion Portfolio Solutions, LLC 0.08% Add +5.5% 144,956 $7.6M
Snowden Capital Advisors LLC 0.23% Reduce -24.4% 139,065 $7.4M
Cibc World Market Inc. 0.02% Reduce -50.8% 140,753 $7.4M
KBC Group NV 0.02% Add +3.1% 140,591 $7.4M
Bard Financial Services, Inc. 0.88% Reduce -4.2% 140,222 $7.3M
First National Trust Co 0.27% Add +6.1% 138,911 $7.3M
Jain Global LLC 0.22% — 137,685 $7.2M
Choreo, LLC 0.10% Add +78.8% 136,987 $7.1M
Essential Planning, LLC. 0.05% New 133,900 $7.1M
MAI Capital Management 0.05% Add +45.3% 135,814 $7.1M
First Manhattan Co. Llc. 0.02% Add +7.1% 119,739 $7.1M
ARS Wealth Advisors Group, LLC 0.97% Reduce -0.4% 134,984 $7.1M
Daiichi Life Insurance Co., Ltd. 0.19% Add +96.2% 134,304 $7.0M
Newport Trust Company, LLC 0.02% Reduce -13.3% 133,453 $7.0M
Synovus Financial Corp. 0.09% Reduce -2.3% 130,827 $6.8M
Inlet Private Wealth, LLC 1.80% Reduce -2.2% 129,899 $6.8M
Verition Fund Management LLC 0.04% Add +1475.6% 128,774 $6.7M
Keybank National Association 0.03% Reduce -3.6% 127,817 $6.7M
Brown Brothers Harriman & Co. 0.05% Add +2.9% 126,639 $6.6M
Steward Partners Investment Advisory, LLC 0.06% Add +20.4% 125,871 $6.6M
CX Institutional 0.26% Add +21.9% 125,488 $6.6M
Kwmg, LLC 0.67% Reduce -1.5% 125,199 $6.5M
Schwerin Boyle Capital Management Inc. 0.67% No change 124,715 $6.5M
Calydon Capital 1.27% Add +1.1% 123,448 $6.5M
Kennon-Green & Company, LLC 5.58% Reduce -0.6% 123,415 $6.5M
Heritage Trust Co 0.76% — 122,744 $6.4M
Capital Management Corp. 1.15% Add +1.6% 122,681 $6.4M
Seneca House Advisors 2.49% Reduce -4.6% 120,018 $6.3M
Laurion Capital Management LP 0.40% Reduce -13.7% 119,900 $6.3M
&partners 0.07% Add +44.4% 117,345 $6.2M
Brookstone Capital Management 0.09% Add +4.6% 117,971 $6.2M
Commonwealth Retirement Investments LLC 2.54% Reduce -0.5% 117,809 $6.2M
Cedar Wealth Management, LLC 2.22% Reduce -10.4% 117,624 $6.2M
Mutual Advisors, LLC 0.18% Reduce -7.8% 119,969 $6.1M
Kentucky Retirement Systems 0.18% Reduce -1.4% 117,250 $6.1M
Walled Lake Planning & Wealth Management, LLC 2.28% Add +3.7% 117,026 $6.1M
Sage Capital Advisors,llc 1.58% Add +1.7% 116,167 $6.1M
Avantax Planning Partners, Inc. 0.22% Add +2.3% 114,908 $6.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -35.2% 114,434 $6.0M
CENTRAL TRUST Co 0.14% Reduce -15.1% 112,967 $5.9M
Gateway Investment Advisers LLC 0.07% Reduce -0.8% 112,570 $5.9M
Tower Research Capital LLC (TRC) 0.12% Add +47.6% 111,544 $5.8M
Man Group plc 0.02% Reduce -3.7% 111,398 $5.8M
Keystone Financial Planning, Inc. 1.78% Reduce -0.3% 109,694 $5.7M
Atria Investments, Inc 0.07% Reduce -1.5% 109,565 $5.7M
Shilanski & Associates, Inc. 1.84% Add +1.4% 108,228 $5.7M
Caprock Group, LLC 0.19% Add +11.4% 106,684 $5.7M
NEOS Investment Management LLC 0.13% Add +31.6% 108,383 $5.7M
BBR Partners, LLC 0.39% Reduce -2.1% 107,791 $5.6M
Eagle Global Advisors LLC 0.23% Add +585.9% 107,716 $5.6M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +2.8% 107,385 $5.6M
Venture Visionary Partners LLC 0.24% Add +11.3% 107,198 $5.6M
Octavia Wealth Advisors, LLC 0.68% Add +6.0% 104,623 $5.6M
Summit Trail Advisors, LLC 0.21% Reduce -2.6% 104,440 $5.6M
Nomura Holdings Inc. 0.03% Add +262.3% 104,950 $5.5M
Hartford Investment Management Co. 0.18% Reduce -2.5% 104,807 $5.5M
Butensky & Cohen Financial Security, Inc. 1.72% Reduce -1.8% 104,388 $5.5M
Symphony Financial, Ltd. Co. 0.86% Reduce -24.5% 106,159 $5.4M
Savant Capital, LLC 0.04% Add +3.5% 104,107 $5.4M
NorthCoast Asset Management LLC 0.03% Add +3.0% 103,968 $5.4M
Ar Asset Management Inc. 1.23% No change 103,051 $5.4M
Hutner Capital Management Inc. 2.60% Add +3.5% 102,852 $5.4M
Woodline Partners LP 0.04% New 101,781 $5.3M
Bcwm, LLC 1.89% — 101,281 $5.3M
CCM Investment Group, LLC 0.57% — 101,229 $5.3M
Salomon & Ludwin, LLC 0.56% Reduce -0.3% 100,204 $5.2M
Altrius Capital Management Inc 1.41% Reduce -1.5% 100,132 $5.2M
Callodine Capital Management, LP 1.08% Reduce -28.1% 100,000 $5.2M
Rbo & Co. LLC 0.85% No change 99,473 $5.2M
Curi Capital, LLC 0.12% Reduce -0.0% 98,324 $5.1M
Sowell Financial Services LLC 0.27% Add +1.5% 98,194 $5.1M
Atlantic Union Bankshares Corp 0.30% Add +11.7% 98,096 $5.1M
Apollon Wealth Management, LLC 0.12% Add +14.5% 97,164 $5.1M
Equitable Holdings, Inc. 0.05% Add +0.0% 96,785 $5.1M
Algert Global LLC 0.12% New 96,405 $5.0M
Financial Security Advisor, Inc. 1.28% Add +4.8% 96,296 $5.0M
Convergence Investment Partners, LLC 1.11% Add +23.3% 95,244 $5.0M
Allworth Financial LP 0.03% Add +91.0% 97,963 $5.0M
Whittier Trust Co. 0.07% Add +0.4% 94,807 $5.0M
Premier Fund Managers Ltd 0.18% New 95,000 $4.9M
Edmp, Inc. 4.62% Add +0.4% 93,058 $4.9M
Beacon Financial Group 0.52% Reduce -1.0% 93,027 $4.9M
Integrated Wealth Concepts LLC 0.06% Add +5.3% 92,801 $4.9M
Grassi Investment Management 0.41% No change 92,786 $4.9M
iA Global Asset Management Inc. 0.09% Reduce -0.1% 92,651 $4.8M
MassMutual Private Wealth & Trust, FSB 0.13% Add +3.3% 91,765 $4.8M
Financial Sense Advisors, Inc. 1.61% Add +51.5% 91,624 $4.8M
Louisiana State Employees Retirement System 0.09% Reduce -5.1% 91,200 $4.8M
Securian Asset Management, Inc. 0.14% Reduce -3.5% 91,088 $4.8M
Maryland State Retirement & Pension System 0.10% Reduce -8.3% 90,864 $4.8M
Wilmington Savings Fund Society, FSB 0.08% Add +0.5% 90,168 $4.7M
Cornerstone Wealth Group, LLC 0.39% Add +2.8% 90,126 $4.7M
Heritage Wealth Advisors 0.23% Reduce -1.5% 89,556 $4.7M
LVM Capital Management Ltd. 0.50% Reduce -3.9% 89,414 $4.7M
Meyer Handelman Co. 0.16% Reduce -3.6% 89,132 $4.7M
Scotia Capital Inc. 0.02% Reduce -7.6% 89,035 $4.7M
Tyche Wealth Partners LLC 0.98% Reduce -1.9% 88,471 $4.6M
Level Four Advisory Services, LLC 0.19% Reduce -3.8% 88,272 $4.6M
Hennion & Walsh Asset Management, Inc. 0.21% Add +7.2% 88,237 $4.6M
Ascent Group, LLC 0.35% Add +3.9% 88,186 $4.6M
Howard Capital Management, LLC 0.07% Add +1.7% 87,911 $4.6M
Concurrent Investment Advisors, LLC 0.12% Add +3.6% 86,942 $4.5M
Baugh & Associates, LLC 2.35% Reduce 0.0% 89,550 $4.5M
Coston, McIsaac & Partners 1.34% Reduce -11.6% 86,713 $4.5M
HB Wealth Management, LLC 0.05% Add +5.7% 86,393 $4.5M
PARK CIRCLE Co 4.09% No change 86,050 $4.5M
Townsquare Capital LLC 0.05% Add +15.0% 85,803 $4.5M
DoubleLine ETF Adviser LP 1.20% Add +2.6% 85,105 $4.5M
MainStreet Investment Advisors LLC 0.62% Reduce -1.9% 84,735 $4.4M
Sunbelt Securities, Inc. 0.39% Add +27.8% 84,826 $4.4M
Sheaff Brock Investment Advisors, LLC 0.38% Add +0.3% 83,897 $4.4M
Good Life Advisors, LLC 0.32% Reduce -1.6% 83,270 $4.4M
Principal Securities, Inc. 0.10% Add +18.3% 83,134 $4.3M
Cornerstone Advisors, LLC 0.17% Add +2.9% 83,100 $4.3M
CFM Wealth Partners LLC 0.73% Add +0.6% 82,341 $4.3M
Arkadios Wealth Advisors 0.23% Add +0.2% 82,334 $4.3M
Johnson Investment Counsel Inc. 0.04% Add +1.8% 81,721 $4.3M
First Citizens Bank & Trust Co. 0.08% Reduce -45.1% 81,708 $4.3M
New Mexico Educational Retirement Board 0.14% Reduce -3.1% 81,395 $4.3M
Prospera Financial Services Inc 0.10% Add +2.7% 81,282 $4.3M
Hantz Financial Services, Inc. 0.07% Reduce -3.5% 81,216 $4.2M
EP Wealth Advisors, LLC 0.03% Reduce -1.0% 80,315 $4.2M
Hollencrest Capital Management 0.17% Add +3.7% 80,313 $4.2M
Merit Financial Group, LLC 0.08% Add +8.3% 80,197 $4.2M
Investmark Advisory Group LLC 2.05% Add +3.0% 80,051 $4.2M
Tyler-Stone Wealth Management 0.73% Add +8.6% 78,986 $4.1M
Whittier Trust Co. of Nevada Inc. 0.10% Reduce -1.9% 78,817 $4.1M
Norinchukin Bank, The 0.09% Add +10.1% 78,767 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Add +9.4% 77,907 $4.1M
Waterloo Capital, L.P. 0.43% Add +3.9% 77,677 $4.1M
Highland Capital Management, LLC 0.23% Reduce -1.9% 76,496 $4.0M
Janus Henderson Group PLC 0.00% Add +5.4% 76,099 $4.0M
Global Retirement Partners, LLC 0.11% Reduce -32.3% 75,988 $4.0M
Sequoia Financial Advisors, LLC 0.04% Add +79.2% 75,720 $4.0M
HighPoint Advisor Group LLC 0.21% Reduce -18.4% 73,255 $3.9M
Mayflower Financial Advisors, LLC 0.59% Add +12.1% 75,440 $3.9M
Clifford Swan Investment Counsel LLC 0.14% Reduce -2.8% 75,155 $3.9M
Stock Yards Bank & Trust Co. 0.13% Reduce -9.7% 74,415 $3.9M
Sound View Wealth Advisors Group, LLC 0.31% Add +0.7% 74,058 $3.9M
Denali Advisors LLC 0.40% New 73,610 $3.8M
Freestone Capital Holdings, LLC 0.13% Add +0.8% 73,429 $3.8M
Y-Intercept (Hong Kong) Ltd 0.26% Add +6.5% 73,132 $3.8M
Fifth Third Bancorp 0.01% Reduce -3.4% 72,557 $3.8M
Park Avenue Securities LLC 0.04% Add +15.0% 72,499 $3.8M
Community Bank & Trust, Waco, Texas 0.86% Add +4.5% 71,946 $3.8M
Fisher Asset Management 0.00% Add +15.3% 71,875 $3.8M
LVW Advisors, LLC 0.46% Reduce -2.3% 71,771 $3.8M
Dynamic Advisor Solutions LLC 0.16% Add +0.3% 71,595 $3.7M
Slagle Financial, LLC 1.68% Add +7.7% 71,330 $3.7M
CoreCap Advisors, LLC 0.17% Add +16.7% 71,002 $3.7M
Agf Management Ltd. 0.02% Add +172.2% 70,790 $3.7M
GLOBALT Investments LLC / GA 0.14% Reduce -1.2% 70,335 $3.7M
Fernwood Investment Management, LLC 1.26% Reduce -0.8% 69,357 $3.6M
Torray Investment Partners LLC 0.52% Reduce -0.3% 69,054 $3.6M
Sigma Planning Corp 0.11% Reduce -11.0% 67,813 $3.5M
Verdence Capital Advisors LLC 0.28% Reduce -11.5% 67,548 $3.5M
Regions Financial Corp. 0.03% Reduce -20.8% 67,444 $3.5M
Frank, Rimerman Advisors LLC 0.26% Add +10.7% 67,331 $3.5M
Clark Estates Inc. 0.68% Reduce -10.8% 67,060 $3.5M
Founders Financial Alliance, LLC 0.96% Add +0.9% 66,717 $3.5M
Redwood Investment Management, LLC 0.34% Add +70.8% 66,276 $3.5M
Aviva PLC 0.01% Reduce -0.3% 66,270 $3.5M
Stokes Family Office, LLC 0.37% Add +4.7% 66,136 $3.5M
Empirical Finance, LLC 0.20% Add +20.1% 65,802 $3.4M
Accurate Wealth Management, LLC 0.66% Reduce -13.3% 67,241 $3.4M
Cypress Capital Group 0.42% Reduce -10.5% 65,216 $3.4M
Hancock Whitney Corp. 0.11% Add +7.0% 65,105 $3.4M
3Chopt Investment Partners, LLC 1.17% Reduce -0.4% 63,779 $3.4M
Entropy Technologies, LP 0.35% New 64,770 $3.4M
Bessemer Group Inc. 0.01% Reduce -3.4% 64,649 $3.4M
Wbi Investments, LLC 0.84% Reduce -0.2% 64,505 $3.4M
Citizens National Bank Trust Department 0.71% Reduce -2.3% 64,086 $3.4M
Belpointe Asset Management LLC 0.20% Reduce -9.3% 62,260 $3.3M
Bokf, NA 0.06% Add +4.5% 65,797 $3.3M
Vontobel Holding Ltd. 0.01% Reduce -4.5% 63,975 $3.3M
Alaska Permanent Fund Corp 0.05% No change 63,927 $3.3M
Glenview Trust Co 0.06% Reduce -8.8% 63,903 $3.3M
PFG Investments, LLC 0.21% Add +3.8% 63,507 $3.3M
Horizon Kinetics Asset Management LLC 0.04% Reduce -0.7% 63,197 $3.3M
Capital Square, LLC 1.86% Add +6.6% 62,954 $3.3M
Wealthspire Advisors, LLC 0.03% Add +5.7% 62,592 $3.3M
KPP Advisory Services LLC 0.77% Add +4.4% 62,573 $3.3M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -5.2% 61,229 $3.3M
Diversify Advisory Services, LLC 0.18% Reduce -1.9% 64,044 $3.3M
Texas Yale Capital Corp. 0.13% No change 61,973 $3.2M
Tiaa Trust, National Association 0.01% Add +0.5% 61,816 $3.2M
FineMark National Bank & Trust 0.11% Reduce -1.7% 61,405 $3.2M
Bridges Investment Management Inc. 0.04% Reduce -0.2% 61,342 $3.2M
Marcum Wealth, LLC 0.28% Add +7.0% 60,763 $3.2M
Bellecapital International Ltd. 0.57% Add +75.9% 60,578 $3.2M
HBW Advisory Services LLC 0.32% Add +1.8% 60,504 $3.2M
Groupama Asset Managment 0.06% Add +1.2% 59,708 $3.1M
Peapack Gladstone Financial Corp. 0.05% Reduce -6.7% 59,414 $3.1M
United Capital Financial Advisors, LLC 0.03% Add +0.6% 59,207 $3.1M
Sagespring Wealth Partners, LLC 0.08% — 59,108 $3.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.30% Add +0.1% 58,890 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +2.2% 58,801 $3.1M
Ridgepath Capital Management LLC 1.41% Reduce -0.5% 58,609 $3.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +117.6% 58,564 $3.1M
Mechanics Bank Trust Department 0.41% Reduce -0.5% 58,368 $3.1M
Dana Investment Advisors, Inc. 0.10% Reduce -2.4% 58,110 $3.0M
Alta Capital Management LLC/ 0.18% Add +7.2% 57,216 $3.0M
Krilogy Financial LLC 0.20% Reduce -30.3% 57,150 $3.0M
GMO 0.01% Reduce -7.2% 57,127 $3.0M
Prosperitas Financial LLC 1.51% Add +9.4% 56,938 $3.0M
Independent Solutions Wealth Management, LLC 0.65% Add +6.1% 56,436 $3.0M
Sapient Capital LLC 0.06% Reduce -25.8% 55,303 $2.9M
Strategic Investment Advisors / MI 0.31% Reduce -0.0% 56,290 $2.9M
Haverford Trust Co 0.03% Reduce -3.9% 56,190 $2.9M
Clearstead Advisors, LLC 0.04% Reduce -4.1% 56,104 $2.9M
Mesirow Financial Investment Management, Inc. 0.06% Add +7.0% 55,455 $2.9M
Hilltop Holdings Inc. 0.18% Add +3.2% 54,868 $2.9M
Strategy Asset Managers LLC 0.56% Reduce -0.0% 54,866 $2.9M
Csenge Advisory Group 0.16% Add +29.1% 54,684 $2.9M
Argent Trust Co 0.12% Reduce -0.5% 54,616 $2.9M
Lowe Brockenbrough & Co. Inc. 0.18% Reduce -2.4% 53,519 $2.9M
Verus Capital Partners, LLC 0.27% Add +4.3% 54,341 $2.8M
Baldwin Wealth Partners LLC 0.20% Reduce -6.1% 54,366 $2.8M
Independence Bank of Kentucky 0.43% Add +22.4% 53,892 $2.8M
Moneco Advisors, LLC 0.30% Add +1.5% 53,884 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -3.0% 53,718 $2.8M
Valley National Advisers Inc. 0.50% Reduce -12.3% 53,389 $2.8M
Pekin Hardy Strauss, Inc. 0.35% Add +7.6% 52,915 $2.8M
Verus Financial Partners, Inc. 0.31% Add +0.0% 54,172 $2.8M
Cornerstone Wealth Management, LLC 0.18% Add +10.4% 52,344 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.47% Add +40.2% 70,826 $2.7M
Diversified Trust Co. 0.07% Add +318.5% 51,856 $2.7M
Formidable Asset Management, LLC 0.44% Reduce -26.0% 51,748 $2.7M
Perigon Wealth Management, LLC 0.07% Add +87.4% 52,771 $2.7M
RKL Wealth Management LLC 0.24% Add +1179.8% 51,437 $2.7M
Leelyn Smith, LLC 0.48% Reduce -1.4% 51,359 $2.7M
Contrarius Group Holdings Ltd 0.16% — 51,251 $2.7M
Cohen Klingenstein LLC 0.09% Reduce -0.5% 51,203 $2.7M
Carnegie Investment Counsel 0.08% Add +0.3% 50,997 $2.7M
Allstate Corp. 0.08% New 50,961 $2.7M
Asset Planning,Inc 2.02% — 50,782 $2.7M
SeaCrest Wealth Management, LLC 0.28% Add +13.6% 50,691 $2.7M
Pitcairn Co. 0.16% Add +6.7% 50,641 $2.6M
Harbour Investments, Inc. 0.08% Add +2.3% 50,540 $2.6M
VELA Investment Management, LLC 0.90% No change 50,093 $2.6M
Financial Partners Group, LLC 1.09% Reduce -0.8% 49,968 $2.6M
Kinloch Capital, LLC 1.30% Add +3.3% 49,601 $2.6M
Parthenon LLC 0.31% No change 49,327 $2.6M
Sage Advisors, LLC 1.92% New 49,207 $2.6M
Confluence Wealth Services, Inc. 0.17% Add +0.8% 50,196 $2.6M
Pinnacle Associates Ltd. 0.03% Reduce -10.3% 48,884 $2.6M
NewEdge Wealth, LLC 0.04% Add +2.6% 48,515 $2.5M
Benjamin Edwards Inc. 0.04% Reduce -4.7% 48,400 $2.5M
Promethium Advisors,llc 1.73% Add +15.2% 47,459 $2.5M
LGT Fund Management Co Ltd. 0.22% New 48,337 $2.5M
Generali Asset Management SPA SGR 0.06% — 48,253 $2.5M
Personal Cfo Solutions, LLC 0.50% Reduce -3.5% 48,210 $2.5M
EFG Asset Management (Americas) Corp. 0.49% Add +2.0% 47,879 $2.5M
TCV Trust & Wealth Management, Inc. 0.23% Reduce -2.4% 47,795 $2.5M
Bollard Group LLC 0.07% Add +0.9% 47,761 $2.5M
Metis Global Partners, LLC 0.07% Add +5.6% 47,599 $2.5M
Ieq Capital, LLC 0.02% Reduce -36.7% 47,597 $2.5M
Investment Management Corp of Ontario 0.08% Reduce -16.8% 47,496 $2.5M
Associated Banc-Corp 0.07% Add +1.8% 47,433 $2.5M
Wealthcare Advisory Partners LLC 0.07% Reduce -2.1% 47,365 $2.5M
IHT Wealth Management, LLC 0.08% Add +12.6% 47,339 $2.5M
Thrive Capital Management, LLC 1.13% Add +22.4% 47,255 $2.5M
Stonegate Investment Group, LLC 0.07% Add +0.5% 47,104 $2.5M
FNY Investment Advisers, LLC 1.29% Reduce -74.3% 47,000 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +5.5% 46,968 $2.5M
Ostrum Asset Management 0.21% Reduce -3.9% 46,909 $2.5M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -33.4% 46,388 $2.4M
Hunter Associates Investment Management LLC 0.37% Add +0.1% 46,758 $2.4M
Aua Capital Management, LLC 1.56% Reduce -49.8% 46,409 $2.4M
HM Payson & Co. 0.04% Reduce -3.0% 46,122 $2.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +27.6% 45,214 $2.4M
Trivium Point Advisory, LLC 0.30% Reduce -0.8% 45,930 $2.4M
Parallel Advisors, LLC 0.05% Add +13.2% 45,652 $2.4M
Hartford Financial Management Inc. 0.49% Reduce -0.0% 45,642 $2.4M
Squarepoint Ops LLC 0.01% Reduce -37.9% 45,538 $2.4M
Capital Investment Advisory Services, LLC 0.23% Add +5.4% 45,407 $2.4M
Edgar Lomax Co. 0.15% Reduce -2.4% 45,340 $2.4M
Ceera Investments, LLC 0.81% Reduce -3.6% 45,258 $2.4M
Heritage Investors Management Corp. 0.08% Reduce -7.3% 45,232 $2.4M
Silvercrest Asset Management Group LLC 0.02% Reduce -1.1% 45,164 $2.4M
NBT Bank, N.A. 0.16% Reduce -2.8% 45,088 $2.4M
Moors & Cabot, Inc. 0.11% Add +4.8% 44,907 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +14.6% 44,787 $2.3M
Mgo One Seven LLC 0.09% Add +3.3% 44,476 $2.3M
Simmons Bank 0.17% Add +4.2% 44,171 $2.3M
Waters Parkerson & Co., LLC 0.12% Reduce -0.2% 43,849 $2.3M
Waverly Advisors, LLC 0.04% Add +12.8% 43,846 $2.3M
Buckhead Capital Management LLC 0.73% No change 43,674 $2.3M
Deltec Asset Management LLC 0.45% Reduce -0.6% 43,616 $2.3M
Assenagon Asset Management S.A. 0.00% Reduce -97.5% 43,363 $2.3M
Ameritas Advisory Services, LLC 0.08% Reduce -0.4% 43,298 $2.3M
Trust Co. of Vermont 0.11% Add +2.8% 43,282 $2.3M
Disciplined Equity Management, Inc. 1.45% Add +0.3% 42,935 $2.2M
Segall Bryant & Hamill, LLC 0.03% No change 42,763 $2.2M
SVB Wealth LLC 0.04% New 42,465 $2.2M
Private Trust Co. NA 0.23% Reduce -0.6% 42,461 $2.2M
Sepio Capital, LP 0.18% Reduce -9.9% 42,430 $2.2M
Vestmark Advisory Solutions, Inc. 0.08% Add +0.1% 42,411 $2.2M
Valeo Financial Advisors, LLC 0.06% Reduce -2.6% 42,316 $2.2M
Alley Investment Management Company, LLC 0.28% No change 42,159 $2.2M
Axxcess Wealth Management, LLC 0.05% Reduce -20.0% 42,145 $2.2M
Concourse Financial Group Securities, Inc. 0.12% Add +0.2% 43,333 $2.2M
Hayek Kallen Investment Management 0.80% Reduce -0.1% 42,089 $2.2M
Coldstream Capital Management Inc. 0.05% Add +1.1% 42,064 $2.2M
Range Financial Group LLC 1.01% Add +446.9% 41,947 $2.2M
Kathmere Capital Management, LLC 0.20% Add +2.1% 41,866 $2.2M
Cherokee Insurance Co 0.99% — 41,839 $2.2M
Virtu Financial LLC 0.12% Add +4.6% 41,834 $2.2M
SG Americas Securities, LLC 0.01% Reduce -59.5% 41,516 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% Add +0.1% 41,443 $2.2M
Westpac Banking Corp. 0.14% Reduce -3.2% 41,365 $2.2M
Perpetual Ltd 0.03% Reduce -3.2% 41,365 $2.2M
Fortune Financial Advisors, LLC 1.96% Add +2.9% 41,348 $2.2M
Napa Wealth Management 0.93% New 41,314 $2.2M
Howard Capital Management Group, LLC 0.15% No change 41,184 $2.2M
Capital International Sarl 0.05% Add +33.8% 41,119 $2.2M
Measured Risk Portfolios, Inc. 2.39% — 41,085 $2.1M
Welch Group, LLC 0.10% Add +0.1% 41,088 $2.1M
Cary Street Partners Financial LLC 0.07% — 40,783 $2.1M
Optimist Retirement Group LLC 1.00% Reduce -0.5% 40,453 $2.1M
SouthState Bank Corp 0.14% No change 40,150 $2.1M
Greenleaf Trust 0.02% Add +4.6% 39,944 $2.1M
StoneX Group Inc. 0.11% Add +117.5% 39,575 $2.1M
Amica Mutual Insurance Co. 0.21% No change 39,899 $2.1M
Capital Advisory Group Advisory Services, LLC 0.75% Add +18.5% 39,874 $2.1M
Capricorn Fund Managers Ltd 0.93% New 40,000 $2.1M
Prosperity Consulting Group, LLC 0.16% Reduce -0.8% 39,837 $2.1M
GM Advisory Group, LLC 0.11% Reduce -0.4% 39,470 $2.1M
Stolper Co 0.68% Add +0.4% 39,258 $2.1M
CFC Planning Co LLC 2.20% — 39,239 $2.1M
Wolverine Trading, LLC 0.05% Add +5.4% 39,389 $2.1M
Jamison Private Wealth Management, Inc. 0.30% Add +90.4% 39,057 $2.0M
Gsa Capital Partners LLP 0.15% Add +49.5% 39,060 $2.0M
Wesbanco Bank Inc. 0.07% Add +1.9% 38,591 $2.0M
Bahl & Gaynor LLC 0.01% Reduce -1.0% 38,542 $2.0M
Bleakley Financial Group, LLC 0.06% Add +14.7% 38,361 $2.0M
Summit Financial, LLC 0.07% Add +23.9% 37,493 $2.0M
ProVise Management Group, LLC 0.17% Reduce -15.5% 37,737 $2.0M
J.W. Cole Advisors, Inc. 0.08% Add +0.7% 37,652 $2.0M
Ausdal Financial Partners, Inc. 0.17% Add +9.7% 37,453 $2.0M
XML Financial, LLC 0.18% Add +40.5% 37,370 $2.0M
Meeder Advisory Services, Inc. 0.12% Reduce -0.2% 37,294 $2.0M
Burford Brothers, Inc. 0.95% Add +40.3% 36,951 $1.9M
Independent Financial Group, LLC 0.06% Reduce -20.3% 36,877 $1.9M
Next Level Private LLC 0.78% Add +0.8% 36,763 $1.9M
World Investment Advisors 0.05% Add +95.0% 36,623 $1.9M
Evergreen Capital Management LLC 0.06% Add +1.4% 35,912 $1.9M
Capstone Investment Advisors, LLC 0.02% Add +84.6% 36,505 $1.9M
TCW Group Inc. 0.02% Add +1.2% 36,460 $1.9M
Florida Trust Wealth Management Co 0.06% Reduce -7.4% 36,405 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.93% Reduce -0.8% 36,311 $1.9M
Northeast Financial Consultants Inc 0.08% No change 36,287 $1.9M
Doliver Advisors, LP 0.53% Reduce -4.8% 36,224 $1.9M
Wedbush Securities Inc. 0.07% Add +3.6% 36,113 $1.9M
Steel Grove Capital Advisors, LLC 0.27% Reduce -4.4% 35,935 $1.9M
Valicenti Advisory Services Inc. 0.47% Reduce -0.5% 35,906 $1.9M
Oak Hill Wealth Advisors, LLC 0.45% — 35,901 $1.9M
Mid-American Wealth Advisory Group, Inc. 1.10% Reduce -15.3% 35,899 $1.9M
Weinberger Asset Management, Inc 0.78% Add +0.1% 35,863 $1.9M
Pure Financial Advisors, LLC 0.04% Add +115.3% 35,854 $1.9M
Essex Financial Services, Inc. 0.13% Reduce -0.2% 35,654 $1.9M
Washington Trust Bank 0.18% Reduce -1.6% 35,566 $1.9M
Ellenbecker Investment Group 0.33% Reduce -1.4% 35,436 $1.9M
Whitener Capital Management, Inc. 0.51% Add +1.8% 35,023 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -34.3% 34,954 $1.8M
Twin Tree Management, LP 0.04% Reduce -58.7% 34,924 $1.8M
Icon Wealth Advisors, LLC 0.15% Add +0.7% 34,845 $1.8M
Crestline Management, L.P. 0.06% Add +26.4% 34,795 $1.8M
Geneos Wealth Management Inc. 0.06% Reduce -7.9% 34,553 $1.8M
Central Pacific Bank - Trust Division 0.25% No change 34,553 $1.8M
Koshinski Asset Management, Inc. 0.15% Reduce -0.5% 34,546 $1.8M
CMG Global Holdings, LLC 0.99% Add +0.6% 35,349 $1.8M
Farther Finance Advisors, LLC 0.06% Reduce -12.2% 34,193 $1.8M
Linden Thomas Advisory Services, LLC 0.23% Add +0.1% 34,144 $1.8M
Moloney Securities Asset Management, LLC 0.24% Reduce -1.8% 33,645 $1.8M
Graham Capital Management, L.P. 0.09% New 33,313 $1.7M
Prime Capital Investment Advisors, LLC 0.03% Add +2.0% 33,081 $1.7M
Salem Investment Counselors Inc. 0.06% Reduce -2.0% 32,408 $1.7M
Castlekeep Investment Advisors LLC 1.21% New 33,008 $1.7M
SageView Advisory Group, LLC 0.07% Add +0.7% 33,005 $1.7M
Beverly Hills Private Wealth, LLC 0.35% Reduce -2.8% 32,888 $1.7M
Inceptionr LLC 0.38% New 32,779 $1.7M
IFP Advisors, Inc 0.06% Add +9.4% 32,727 $1.7M
Bogart Wealth, LLC 0.08% Add +0.4% 32,610 $1.7M
WP Advisors, LLC 0.56% Add +2.0% 32,422 $1.7M
Poehling Capital Management, INC. 0.42% Reduce -1.2% 32,388 $1.7M
King Luther Capital Management Corp. 0.01% Add +0.7% 32,372 $1.7M
Signaturefd, LLC 0.03% Add +9.9% 32,244 $1.7M
Nicholas Hoffman & Company, LLC. 0.07% Add +0.1% 32,212 $1.7M
one8zero8, LLC 0.36% — 32,169 $1.7M
WFA Asset Management Corp 0.91% Add +12.0% 32,016 $1.7M
Kavar Capital Partners Group, LLC 0.28% No change 31,935 $1.7M
Oak Thistle LLC 0.50% Add +8.1% 31,892 $1.7M
Norden Group LLC 0.19% Add +17.0% 31,594 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +2.9% 31,559 $1.7M
OmniStar Financial Group, Inc. 1.33% Reduce -0.7% 31,558 $1.7M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.2% 31,535 $1.6M
Lynch & Associates 0.36% Add +6.5% 31,427 $1.6M
Cullinan Associates Inc. 0.11% Reduce -2.3% 31,427 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -1.2% 31,069 $1.6M
Affinity Investment Advisors, LLC 1.35% Reduce -23.2% 30,896 $1.6M
Brandywine Trust Co. 0.25% No change 30,814 $1.6M
ArchPoint Investors 0.53% No change 30,117 $1.6M
Focused Wealth Management, Inc 0.22% Add +11.4% 30,633 $1.6M
Ethic Inc. 0.03% Add +84.1% 30,632 $1.6M
GAMMA Investing LLC 0.14% Add +6.7% 30,588 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -3.2% 30,569 $1.6M
Shell Asset Management Co. 0.07% Reduce -3.1% 30,535 $1.6M
Thoroughbred Financial Services, LLC 0.10% Reduce -1.8% 30,430 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +0.9% 30,110 $1.6M
Caldwell Trust Co 0.16% Reduce -1.5% 30,030 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -14.1% 30,000 $1.6M
CSS LLC 0.29% Add +29.3% 30,000 $1.6M
Shoker Investment Counsel, Inc. 0.53% Add +4.5% 29,991 $1.6M
CenterBook Partners LP 0.09% Add +135.0% 29,971 $1.6M
TriaGen Wealth Management LLC 0.53% New 29,951 $1.6M
Centiva Capital, LP 0.06% Reduce -46.2% 29,934 $1.6M
Marino, Stram & Associates LLC 0.35% Add +0.9% 29,873 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.2% 27,506 $1.6M
Paradigm Capital Management, LLC 1.47% Add +7.5% 29,718 $1.6M
Horizon Investments, LLC 0.04% Add +3.0% 29,610 $1.5M
Means Investment Co., Inc. 0.16% Reduce -0.9% 29,501 $1.5M
Western Wealth Management, LLC 0.08% Reduce -1.6% 29,482 $1.5M
First City Capital Management, Inc. 0.82% Add +3.1% 29,436 $1.5M
Exencial Wealth Advisors, LLC 0.06% Reduce -0.1% 29,266 $1.5M
Atom Investors LP 0.19% Reduce -13.5% 29,131 $1.5M
International Assets Investment Management, LLC 0.13% New 104,676 $1.5M
GWN Securities Inc. 0.41% — 29,096 $1.5M
Delta Financial Group, Inc. 0.35% Reduce -0.8% 28,820 $1.5M
Spire Wealth Management 0.05% Add +23.5% 28,817 $1.5M
Collar Capital Management, LLC 1.25% — 28,806 $1.5M
First Hawaiian Bank 0.05% Reduce -5.3% 28,799 $1.5M
Cornercap Investment Counsel Inc. 0.48% Reduce -3.8% 28,669 $1.5M
Donoghue Forlines LLC 0.50% New 28,668 $1.5M
HF Advisory Group, LLC 0.68% Reduce -1.5% 28,486 $1.5M
Silverlake Wealth Management LLC 0.57% Reduce -0.5% 28,176 $1.5M
Elevation Point Wealth Partners, LLC 0.12% Reduce -8.1% 28,068 $1.5M
Applied Capital LLC 1.15% Reduce -0.5% 28,012 $1.5M
First Merchants Corp. 0.06% Add +56.1% 27,983 $1.5M
Simplex Trading, LLC 0.04% New 27,915 $1.5M
F/m Investments LLC 0.05% Add +19.0% 27,691 $1.4M
Aviance Capital Partners, LLC 0.20% Reduce -31.6% 27,621 $1.4M
Delta Capital Management LLC 0.83% Reduce -0.8% 27,460 $1.4M
Stratos Wealth Advisors, LLC 0.07% Reduce -12.7% 27,459 $1.4M
North Star Asset Management Inc. 0.06% Reduce -0.9% 27,350 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 27,317 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +40.2% 27,296 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Add +28.5% 27,280 $1.4M
MADDEN SECURITIES Corp 0.57% Add +9.0% 27,156 $1.4M
Hohimer Wealth Management, LLC 0.27% No change 27,018 $1.4M
Corps Capital Advisors, LLC 1.43% — 26,875 $1.4M
Taylor Hoffman Capital Management LLC 0.51% Reduce -1.9% 26,812 $1.4M
United Advisor Group, LLC 0.28% Reduce -3.0% 26,739 $1.4M
Keudell/Morrison Wealth Management 0.36% Reduce -0.5% 26,738 $1.4M
American Century Companies Inc. 0.00% Reduce -38.9% 26,692 $1.4M
Vista Investment Partners LLC 0.43% Reduce -8.3% 26,360 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +2.3% 26,253 $1.4M
Brady Martz Wealth Solutions, LLC 0.33% — 26,683 $1.4M
Radnor Capital Management, LLC 0.23% Reduce -1.1% 26,196 $1.4M
Jacobi Capital Management LLC 0.10% Add +14.5% 26,167 $1.4M
Focus Financial Network, Inc. 0.05% Add +10.2% 26,056 $1.4M
RoundAngle Advisors LLC 1.30% — 26,050 $1.4M
Narwhal Capital Management 0.12% Reduce -0.1% 26,045 $1.4M
Left Brain Wealth Management, LLC 0.51% Reduce -2.7% 26,042 $1.4M
Griffin Asset Management, Inc. 0.16% Reduce -2.9% 26,030 $1.4M
Vise Technologies, Inc. 0.11% Add +13.9% 25,997 $1.4M
Cascade Investment Group, Inc. 0.97% Reduce -0.7% 25,934 $1.4M
Rehmann Capital Advisory Group 0.09% Add +2.0% 25,896 $1.4M
Keynote Financial Services LLC 1.04% Reduce -2.1% 25,737 $1.3M
Berkshire Asset Management LLC 0.06% Add +0.9% 25,843 $1.3M
CW Advisors, LLC 0.02% Add +3.0% 25,568 $1.3M
GoalVest Advisory LLC 0.36% Reduce -5.0% 25,439 $1.3M
Berkeley Capital Partners, LLC 0.37% Reduce -9.7% 25,275 $1.3M
Ignite Planners, LLC 0.29% Add +9.6% 24,866 $1.3M
Wedgewood Investors Inc. 1.56% Reduce -1.9% 25,260 $1.3M
Logan Capital Management Inc. 0.06% No change 25,219 $1.3M
Eisler Capital Management Ltd. 0.04% — 24,940 $1.3M
HBK Sorce Advisory LLC 0.04% Reduce -2.1% 25,019 $1.3M
Mufg Securities Americas Inc. 0.17% — 25,018 $1.3M
Manning & Napier Advisors LLC 0.01% No change 25,000 $1.3M
Alpha Cubed Investments, LLC 0.06% Add +2.1% 24,759 $1.3M
Federated Hermes, Inc. 0.00% Reduce -24.0% 24,606 $1.3M
Clear Creek Financial Management, LLC 0.14% Add +6.1% 24,304 $1.3M
Certified Advisory Corp 0.14% Reduce -1.4% 24,297 $1.3M
Wealth Alliance Advisory Group, LLC 0.27% Reduce -2.4% 23,998 $1.3M
Smartleaf Asset Management LLC 0.13% Add +15.5% 24,088 $1.3M
Leavell Investment Management, Inc. 0.06% Add +1.6% 23,501 $1.3M
First Foundation Advisors 0.05% Reduce -12.3% 23,732 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.26% Reduce -3.7% 23,662 $1.2M
Flagship Harbor Advisors, LLC 0.06% Reduce -2.5% 23,600 $1.2M
Moody National Bank Trust Division 0.13% Reduce -4.1% 23,598 $1.2M
VeraBank, N.A. 0.35% Reduce -0.2% 23,456 $1.2M
Morningstar Investment Services LLC 0.11% Reduce -89.0% 23,444 $1.2M
Plan Group Financial, LLC 0.65% Add +10.4% 23,436 $1.2M
Lee Danner & Bass Inc. 0.10% Add +1.4% 23,415 $1.2M
Viewpoint Capital Management LLC 0.64% Add +19.2% 23,281 $1.2M
Kovack Advisors, Inc. 0.12% Reduce -12.1% 23,224 $1.2M
Dynamic Technology Lab Private Ltd 0.19% New 23,121 $1.2M
Simplicity Wealth,LLC 0.25% Reduce -4.3% 23,100 $1.2M
Rothschild Investment LLC 0.08% Add +0.8% 23,071 $1.2M
Precedent Wealth Partners, LLC 0.39% Reduce -1.4% 22,970 $1.2M
Canada Post Corp Registered Pension Plan 0.07% — 22,968 $1.2M
Fiduciary Trust Co 0.02% Reduce -1.3% 22,888 $1.2M
Pettyjohn, Wood & White, Inc. 0.22% Add +64.2% 22,847 $1.2M
NFSG Corp 0.31% Add +107.7% 22,800 $1.2M
Harvest Fund Management Co., Ltd 0.06% Add +781.3% 22,720 $1.2M
Fulton Bank, N.A. 0.05% Reduce -22.9% 22,596 $1.2M
Traynor Capital Management, Inc. 0.09% Reduce -1.7% 22,589 $1.2M
Kingswood Wealth Advisors, LLC 0.09% Reduce -17.0% 22,537 $1.2M
Gray Wealth Management Inc. 0.45% Add +2.8% 22,464 $1.2M
Welch & Forbes LLC 0.02% Add +5.7% 22,462 $1.2M
Morningstar Investment Management LLC 0.09% No change 22,341 $1.2M
Burke & Herbert Bank & Trust Co. 0.28% Reduce -0.8% 22,310 $1.2M
Modera Wealth Management, LLC 0.01% Add +3.7% 22,248 $1.2M
One Capital Management, LLC 0.04% No change 22,240 $1.2M
Crawford Investment Counsel Inc. 0.02% Reduce -0.1% 22,169 $1.2M
TrinityBridge Ltd 0.03% No change 22,118 $1.2M
Leisure Capital Management 0.45% Reduce -0.8% 22,122 $1.2M
Semmax Financial Advisors Inc. 0.31% Add +2.5% 21,554 $1.2M
First Horizon Advisors, Inc. 0.03% Reduce -8.6% 22,101 $1.2M
Larson Financial Group LLC 0.06% Add +12.4% 22,082 $1.2M
Atlas Capital Advisors Inc. 0.15% Reduce -10.3% 22,025 $1.2M
FRG Family Wealth Advisors LLC 0.21% No change 21,867 $1.1M
Private Portfolio Partners LLC 0.21% Add +0.9% 21,717 $1.1M
Key Client Fiduciary Advisors, LLC 0.51% Reduce -0.4% 21,707 $1.1M
Center For Asset Management LLC 0.73% Add +0.6% 21,684 $1.1M
Qtron Investments LLC 0.16% No change 21,601 $1.1M
Forum Financial Management, LP 0.02% Add +33.9% 21,546 $1.1M
Edgestream Partners, L.P. 0.05% New 21,462 $1.1M
Ballentine Partners, LLC 0.02% Add +33.0% 21,416 $1.1M
Alkeme Wealth, LLC 0.51% Add +6.1% 21,380 $1.1M
Phil A. Younker & Associates, Ltd. 1.11% — 21,282 $1.1M
HCR Wealth Advisors 0.14% Add +0.2% 21,228 $1.1M
ICW Investment Advisors LLC 0.46% Add +4.9% 21,205 $1.1M
Quilter Plc 0.02% Reduce -0.8% 21,118 $1.1M
Finer Wealth Management, Inc. 0.63% Reduce -0.4% 21,063 $1.1M
Park National Corp. 0.04% Reduce -8.6% 21,040 $1.1M
Dodge & Cox 0.00% No change 21,000 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +8.1% 20,972 $1.1M
Counterpoint Mutual Funds LLC 0.14% New 20,945 $1.1M
Aurdan Capital Management, LLC 0.42% — 20,906 $1.1M
Chelsea Counsel Co. 0.56% Add +0.8% 20,460 $1.1M
Ipswich Investment Management Co., Inc. 0.26% No change 20,845 $1.1M
Hexagon Capital Partners LLC 0.20% Reduce -4.0% 20,790 $1.1M
Arete Wealth Advisors, LLC 0.08% Add +10.3% 20,821 $1.1M
Onyx Bridge Wealth Group LLC 0.16% Add +0.4% 20,731 $1.1M
Beacon Financial Advisory LLC 0.35% Reduce -1.8% 20,732 $1.1M
AlphaQuest LLC 0.14% Reduce -57.5% 20,630 $1.1M
Profund Advisors LLC 0.04% Reduce -18.2% 20,615 $1.1M
HUB Investment Partners, LLC 0.05% Add +20.2% 20,510 $1.1M
Sumitomo Life Insurance Co. 0.02% Reduce -2.9% 20,439 $1.1M
Beese Fulmer Investment Management, Inc. 0.09% No change 20,412 $1.1M
Sandy Spring Bank 0.04% Reduce -1.1% 20,250 $1.1M
Charter Research & Investment Group, Inc. 0.80% No change 20,192 $1.1M
Sharpepoint LLC 0.95% — 20,158 $1.1M
Burns J W & Co. Inc. 0.13% Reduce -4.7% 20,156 $1.1M
Spreng Capital Management, Inc. 0.47% Reduce -0.2% 20,069 $1.0M
AdvisorNet Financial, Inc 0.09% Reduce -6.0% 20,013 $1.0M
First Nebraska Trust Co 0.10% No change 20,011 $1.0M
WealthCare Investment Partners, LLC 0.46% Add +2.0% 19,913 $1.0M
ORG Partners LLC 0.14% Add +3.3% 19,892 $1.0M
Excalibur Management Corp. 0.41% Reduce -2.0% 19,907 $1.0M
Financial Counselors Inc. 0.02% Add +0.4% 19,859 $1.0M
Mainstay Capital Management LLC 0.16% Add +20.8% 19,840 $1.0M
Leonteq Securities AG 0.10% Reduce -24.4% 19,824 $1.0M
Rossmore Private Capital 0.13% No change 19,804 $1.0M
Cidel Asset Management Inc. 0.07% Reduce -3.0% 19,750 $1.0M
Fifth Third Wealth Advisors LLC 0.06% Add +38.7% 19,420 $1.0M
DGS Capital Management, LLC 0.25% Add +13.0% 19,378 $1.0M
Redhawk Wealth Advisors, Inc. 0.14% Add +49.1% 19,327 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Add +11.7% 19,317 $1.0M
Stegent Equity Advisors, Inc. 1.02% Add +40.1% 19,145 $1.0M
Smith, Moore & Co. 0.09% Add +2.4% 19,103 $999K
Mork Capital Management, LLC 0.66% New 19,100 $999K
Westmount Partners, LLC 0.30% Add +0.1% 19,098 $999K
KLCM Advisors, Inc. 0.12% Add +10.0% 19,098 $999K
Retirement Guys Formula LLC 0.50% Add +19.2% 18,990 $993K
Wedmont Private Capital 0.05% Add +54.6% 19,447 $989K
Annex Advisory Services, LLC 0.03% Add +0.6% 18,900 $988K
Colonial River Investments, LLC 0.48% Reduce -9.0% 18,899 $988K
Widmann Financial Services, Inc. 0.76% Add +1.8% 18,891 $988K
Lazari Capital Management, Inc. 0.39% Add +1.5% 18,871 $987K
Franklin Street Advisors Inc. 0.07% Reduce -0.9% 18,819 $984K
Michels Family Financial, LLC 0.90% — 18,795 $983K
Dudley Capital Management, LLC 0.50% Add +0.1% 18,728 $979K
Zhang Financial LLC 0.06% Add +1.4% 18,717 $979K
Cadence Bank 0.07% Reduce -7.9% 18,690 $977K
X-Square Capital, LLC 0.40% Reduce -0.9% 18,619 $974K
Intrust Bank NA 0.10% Add +10.5% 18,622 $974K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -22.6% 18,466 $966K
Independent Wealth Network Inc. 0.39% Add +2.5% 18,421 $963K
Citizens Financial Group Inc. 0.02% Reduce -9.8% 18,389 $962K
Clarity Financial LLC 0.11% Reduce -17.4% 18,343 $959K
LS Investment Advisors, LLC 0.14% Add +1.8% 18,249 $954K
Capital Advisors Inc. 0.02% Add +7.6% 18,236 $954K
Sonora Investment Management Group, LLC 0.07% Reduce -5.9% 18,212 $952K
Avidian Wealth Enterprises, LLC 0.04% Add +7.9% 18,164 $950K
Kanawha Capital Management LLC 0.07% Reduce -5.8% 18,095 $946K
Machina Capital S.A.S. 0.40% Reduce -56.8% 18,073 $945K
Cortland Associates Inc. 0.11% Add +1.8% 18,046 $944K
Richard W. Paul & Associates, LLC 0.34% Reduce -1.1% 18,004 $941K
Clarius Group, LLC 0.06% Add +1.9% 17,982 $940K
R.m.sincerbeaux Capital Management LLC 0.56% Reduce -3.6% 17,932 $938K
Searle & Co. 0.27% Add +6.0% 17,905 $936K
James J. Burns & Company, LLC 0.16% New 17,906 $936K
Pinion Investment Advisors, LLC 0.37% Reduce -6.2% 17,839 $933K
Winnacle Wealth LLC 0.92% — 17,933 $927K
Brighton Jones LLC 0.03% Add +64.7% 17,702 $926K
Colonial Trust Co / SC 0.14% Reduce -4.7% 17,675 $924K
Impact Partnership Wealth, LLC 0.19% New 17,591 $920K
Centaurus Financial, Inc. 0.06% Add +12.0% 17,577 $919K
Mission Wealth Management, LP 0.02% Add +1.0% 17,567 $919K
Compound Planning, Inc. 0.05% Add +51.8% 17,551 $918K
Centennial Wealth Advisory LLC 0.36% Add +6.5% 17,508 $915K
Cornerstone Select Advisors, LLC 0.88% — 17,505 $915K
Drucker Wealth 3.0, LLC 0.21% Reduce -2.8% 17,460 $913K
Cigna Investments Inc. 0.16% Reduce -1.2% 17,427 $911K
Chicago Partners Investment Group LLC 0.03% Add +25.3% 17,661 $909K
North Star Investment Management Corp. 0.06% Add +0.1% 17,344 $907K
V-Square Quantitative Management LLC 0.13% Add +5.4% 17,339 $907K
LMCG Investments, LLC 0.06% Add +30.3% 17,314 $905K
Everett Harris & Co. 0.01% Add +0.5% 17,270 $903K
Douglass Winthrop Advisors, LLC 0.02% Add +16.5% 17,237 $901K
Trust Co. of Toledo NA 0.12% Reduce -1.7% 17,221 $900K
Oliver Luxxe Assets LLC 0.16% No change 17,610 $899K
Ellsworth Advisors, LLC 0.24% Add +11.6% 17,186 $899K
GTS Securities LLC 0.04% Reduce -21.3% 17,029 $890K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.9% 16,834 $880K
Klingenstein Fields & Co. LP 0.04% Add +0.0% 16,804 $879K
Grove Bank & Trust 0.12% Add +2.8% 16,798 $878K
Retirement Planning Group, LLC 0.04% Add +3.6% 16,693 $873K
WealthPLAN Partners, LLC 0.12% Reduce -4.4% 16,672 $872K
Modern Wealth Management, LLC 0.03% Add +6.4% 16,585 $867K
Fidelis Capital Partners, LLC 0.09% Add +6.2% 16,381 $866K
RFG Advisory, LLC 0.02% Add +29.7% 16,458 $861K
American Financial & Tax Strategies Inc. 0.45% No change 16,447 $860K
San Luis Wealth Advisors LLC 0.16% Add +18.7% 16,437 $859K
WCG Wealth Advisors LLC 0.06% Reduce -1.7% 16,380 $857K
Aprio Wealth Management, LLC 0.12% Add +30.7% 16,367 $856K
Joel Isaacson & Co., LLC 0.04% Add +2.2% 16,365 $856K
Blue Trust, Inc. 0.01% Reduce -41.7% 16,364 $856K
Bordeaux Wealth Advisors LLC 0.14% Add +8.4% 16,363 $856K
MTM Investment Management, LLC 0.33% Add +0.1% 16,270 $851K
Loomis Sayles & Co. L P 0.00% Reduce -2.3% 16,253 $850K
Ancora Advisors LLC 0.02% Add +7.4% 16,234 $849K
IFG Advisory, LLC 0.05% Add +5.6% 16,192 $847K
Allegheny Financial Group 0.22% Add +0.9% 16,143 $844K
Marco Investment Management LLC 0.07% No change 16,118 $843K
Westbourne Investment Advisors, Inc. 0.29% No change 16,099 $842K
Bath Savings Trust Co 0.09% No change 16,086 $841K
Kapitalo Investimentos Ltda 0.56% Add +11.4% 16,050 $839K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -4.4% 15,924 $833K
McGowan Group Asset Management, Inc. 0.11% Add +6.2% 15,872 $830K
My Legacy Advisors, LLC 0.32% Add +2.6% 16,146 $824K
Rovin Capital /Ut/ 0.30% Reduce -15.4% 15,726 $822K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -11.5% 15,417 $822K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.3% 15,403 $821K
UMB Bank, n.a. 0.01% Add +6.3% 15,686 $820K
Peak Retirement Planning, Inc. 0.55% — 15,639 $818K
Plimoth Trust Co. LLC 0.21% Reduce -0.6% 15,615 $817K
Meiji Yasuda Life Insurance Co 0.02% Add +13.5% 15,584 $815K
Savvy Advisors, Inc. 0.10% Add +195.2% 15,467 $809K
Leo Wealth, LLC 0.07% Reduce -4.4% 15,378 $804K
Rwa Wealth Partners, LLC 0.01% Add +3.0% 15,361 $803K
Sanders Morris Harris LLC 0.12% No change 15,327 $802K
Philadelphia Trust Co. 0.06% No change 15,311 $801K
Continuum Advisory, LLC 0.10% Add +2.1% 15,318 $801K
Courier Capital LLC 0.06% Add +3.7% 15,317 $801K
Checchi Capital Advisers, LLC 0.06% Add +4.1% 15,289 $799K
D'Orazio & Associates, Inc. 0.12% Add +6.0% 15,274 $799K
111 Capital 0.17% — 15,213 $795K
CWS Financial Advisors, LLC 0.26% Add +0.6% 15,170 $793K
CoreFirst Bank & Trust 0.47% Reduce -7.1% 15,150 $792K
Sentry Investment Management LLC 0.38% Reduce -14.0% 15,139 $792K
Evernest Financial Advisors, LLC 0.20% Add +195.8% 15,113 $790K
Pension & Wealth Management Advisors, Inc. 0.31% Add +856.8% 15,069 $788K
Meridian Wealth Management, LLC 0.04% Add +9.9% 15,070 $786K
Arnhold LLC 0.08% No change 15,000 $784K
Compagnie Lombard Odier SCmA 0.01% No change 15,000 $784K
Brass Tax Wealth Management, Inc. 0.16% Reduce -0.5% 14,962 $782K
New Vernon Capital Holdings II LLC 0.54% No change 14,908 $780K
Gables Capital Management Inc. 0.38% Reduce -1.0% 14,881 $778K
Advus Financial Partners, LLC 0.22% Add +8.8% 14,869 $778K
Wagner Wealth Management, LLC 0.20% Add +11.0% 14,834 $776K
Chapin Davis, Inc. 0.25% No change 15,184 $775K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +0.5% 14,759 $772K
WESPAC Advisors, LLC 0.57% New 14,757 $772K
Salvus Wealth Management, LLC 0.49% Add +0.4% 14,741 $771K
IRON Financial LLC 0.43% Add +3.1% 14,609 $764K
MCF Advisors LLC 0.05% Add +1.4% 14,321 $762K
Exchange Bank 0.61% Add +3.6% 14,518 $759K
Kendall Capital Management 0.22% No change 14,497 $758K
Tradition Wealth Management, LLC 0.07% Add +5.1% 14,494 $758K
Gilliland Jeter Wealth Management LLC 0.26% Add +0.3% 14,482 $757K
Aster Capital Management (DIFC) Ltd 0.29% Reduce -18.0% 14,453 $756K
Avior Wealth Management, LLC 0.03% Reduce -0.9% 14,372 $752K
Signature Wealth Management Partners, LLC 0.51% Add +10.5% 14,337 $750K
Nicolet Advisory Services, LLC 0.07% Add +3.9% 14,715 $749K
Ted Buchan & Co 0.35% Add +17.0% 14,277 $747K
Samalin Investment Counsel, LLC 0.32% Add +2.2% 14,270 $746K
Taika Capital, LP 0.57% New 14,255 $745K
Wolff Financial Management LLC 0.21% Add +0.0% 14,220 $744K
Vermillion & White Wealth Management Group, LLC 0.55% Add +0.7% 14,211 $743K
Godsey & Gibb, Inc. 0.07% Reduce -12.2% 14,088 $737K
Graypoint LLC 0.04% Add +9.0% 14,082 $736K
Syon Capital LLC 0.07% Reduce -5.1% 14,078 $736K
FLC Capital Advisors 0.17% Reduce -2.5% 14,044 $734K
Resurgent Financial Advisors LLC 0.43% Add +0.1% 13,992 $732K
Chemung Canal Trust Co. 0.15% No change 13,992 $732K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -8.2% 13,982 $731K
Magnolia Capital Advisors LLC 0.19% New 13,952 $730K
Chicago Capital, LLC 0.02% Add +0.0% 13,947 $729K
Cozad Asset Management Inc. 0.07% No change 13,916 $728K
LaSalle St. Investment Advisors, LLC 0.23% Add +113.2% 13,917 $727K
Brooks, Moore & Associates, Inc. 0.43% No change 13,855 $724K
Fiduciary Group, LLC 0.07% Add +1.5% 13,778 $720K
Davis Capital Management 0.59% Reduce -0.6% 13,772 $720K
Pallas Capital Advisors LLC 0.03% Add +4.9% 13,769 $720K
UNIVEST FINANCIAL Corp 0.05% Reduce -9.7% 13,731 $718K
Eastern Bank 0.01% Reduce -15.4% 13,725 $718K
RIA Advisory Group LLC 0.24% Add +6.6% 13,692 $716K
Allianz SE 0.02% No change 13,700 $715K
Benchmark Financial Wealth Advisors, LLC 0.23% Add +7.1% 13,674 $715K
Hilltop National Bank 0.21% Reduce -7.5% 13,647 $714K
Financial Advisors Network, Inc. 0.12% — 13,636 $713K
Catalyst Funds Management Pty Ltd 0.18% Add +74.4% 13,600 $711K
Waldron Private Wealth LLC 0.03% Reduce -6.4% 13,575 $710K
Columbia Asset Management 0.14% Reduce -0.7% 13,570 $710K
Bedel Financial Consulting, Inc. 0.10% Add +23.4% 13,453 $707K
Principle Wealth Partners LLC 0.05% Reduce -0.0% 13,437 $703K
Alpha Omega Wealth Management LLC 0.13% Add +0.1% 13,412 $701K
Farmers & Merchants Investments Inc. 0.02% Reduce -1.5% 13,406 $701K
Bill Few Associates, Inc. 0.25% Add +2.3% 13,398 $701K
Kapstone Financial Advisors LLC 0.37% Reduce -2.0% 13,283 $699K
Ti-Trust, Inc. 0.47% Reduce -1.7% 13,359 $699K
Raab & Moskowitz Asset Management LLC 0.17% No change 13,356 $698K
Neville Rodie & Shaw Inc. 0.05% No change 13,273 $694K
Liberty Square Wealth Partners LLC 0.25% — 12,997 $693K
Castle Rock Wealth Management, LLC 0.16% Reduce -6.3% 12,974 $691K
Cornerstone Advisory, LLC 0.08% Add +3.8% 12,941 $690K
44 Wealth Management LLC 0.27% No change 13,185 $689K
Walker Asset Management, LLC 0.42% Reduce -10.2% 13,172 $689K
Papamarkou Wellner Asset Management inc. 0.47% — 13,140 $687K
Tandem Financial, LLC 0.74% — 12,884 $687K
Tevis Investment Management 0.51% No change 12,866 $686K
Blueprint Investment Partners LLC 0.11% Add +115.5% 13,115 $686K
Transcend Capital Advisors, LLC 0.05% Reduce -10.2% 13,080 $684K
Horst & Graben Wealth Management LLC 0.12% Add +1.5% 13,015 $681K
Resolute Advisors LLC 0.14% Add +8.4% 12,764 $680K
Elevated Capital Advisors, LLC 0.19% Reduce -1.8% 13,000 $680K
MBA Advisors LLC 0.34% Add +8.2% 12,973 $678K
Mogy Joel R Investment Counsel Inc. 0.04% No change 12,950 $677K
Beck Mack & Oliver LLC 0.01% Add +225.1% 12,890 $674K
Mitchell Sinkler & Starr 0.18% No change 12,826 $671K
AlphaStar Capital Management, LLC 0.07% Add +8.0% 12,801 $669K
Great Lakes Advisors, LLC 0.01% Reduce -4.9% 12,792 $669K
Anchor Investment Management, LLC 0.06% Reduce -2.9% 12,792 $669K
Boston Family Office LLC 0.05% Reduce -4.4% 12,779 $668K
Quadrant Capital Group LLC 0.05% Add +3.1% 12,771 $668K
Woodward Diversified Capital, LLC 0.49% Reduce -20.6% 12,771 $668K
Intellectus Partners, LLC 0.15% Reduce -2.6% 12,509 $667K
Davidson Trust Co. 0.34% Add +6.4% 12,713 $665K
Wealth Effects LLC 0.24% Add +2.6% 12,675 $663K
Mosley Wealth Management 0.41% Add +7.6% 12,574 $662K
Occudo Quantitative Strategies LP 0.12% Reduce -84.7% 12,656 $662K
Spirit of America Management Corp. 0.13% No change 12,650 $661K
World Equity Group, Inc. 0.14% Reduce -8.8% 12,638 $661K
Parkside Financial Bank & Trust 0.09% Add +29.3% 12,637 $661K
Cambria Investment Management, L.P. 0.04% No change 12,627 $660K
Capital Advisors Wealth Management, LLC 0.12% Add +1.5% 12,600 $659K
International Private Wealth Advisors LLC 0.65% Add +0.0% 12,569 $657K
Towne Trust Company, N.A 0.23% Reduce -1.2% 12,549 $656K
HHM Wealth Advisors, LLC 0.09% Add +2.1% 12,523 $655K
Sylvest Advisors, LLC 0.40% — 12,508 $654K
Cassaday & Co Wealth Management LLC 0.02% Add +5.2% 12,489 $653K
Taylor & Morgan Wealth Management, LLC 0.46% Add +1.9% 12,468 $652K
Nwam LLC 0.04% Reduce -6.8% 12,440 $651K
SPC Financial, Inc. 0.06% Reduce -0.7% 12,415 $649K
Choate Investment Advisors 0.02% Add +64.8% 12,389 $648K
Aureus Asset Management, LLC 0.04% No change 12,356 $646K
Flputnam Investment Management Co. 0.01% Reduce -27.6% 12,345 $646K
Maia Wealth LLC 0.14% New 12,003 $642K
Rogco, LP 0.26% Reduce -1.3% 12,229 $639K
Kennedy Investment Group, Inc. 0.29% New 12,223 $639K
Northstar Financial Companies, Inc. 0.60% — 12,213 $639K
Tompkins Financial Corp. 0.06% Add +96.8% 12,201 $638K
Manske Wealth Management 0.25% — 12,182 $637K
Northstar Advisory Group, LLC 0.32% Reduce -0.5% 12,178 $637K
Delta Asset Management LLC 0.06% Reduce -0.5% 12,155 $636K
Gilbert & Cook, Inc. 0.09% Reduce -0.3% 12,144 $635K
Keystone Wealth Services, LLC 0.17% Add +2.6% 12,142 $635K
Diligent Investors, LLC 0.15% Add +0.1% 12,128 $634K
Rahlfs Capital, LLC 0.63% — 12,122 $634K
180 Wealth Advisors, LLC 0.10% Reduce -0.4% 12,095 $632K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -6.3% 12,092 $632K
Dakota Wealth Management 0.01% Reduce -1.6% 12,075 $632K
Evercore Wealth Management, LLC 0.01% Add +0.0% 11,956 $625K
Boothbay Fund Management, LLC 0.02% Add +1.4% 11,952 $625K
Capital City Trust Co. 0.16% Reduce -0.1% 11,933 $624K
Callan Capital, LLC 0.05% Add +25.2% 11,905 $623K
Synergy Asset Management, LLC 0.05% Reduce -3.4% 11,832 $621K
Patten & Patten Inc. 0.04% Reduce -3.4% 11,875 $621K
Miller Financial Services LLC 0.52% — 11,869 $621K
First National Bank & Trust Co. of Newtown 0.13% Reduce -15.9% 11,809 $617K
Unique Wealth Strategies, LLC 0.27% Add +13.5% 11,805 $617K
Lingohr Asset Management GmbH 1.28% New 11,841 $617K
Serenus Wealth Advisors, LLC 0.11% — 11,722 $613K
Constant Guidance Financial LLC 0.53% New 11,710 $612K
Provenance Wealth Advisors, LLC 0.08% No change 11,695 $612K
Taurus Asset Management, LLC 0.06% No change 11,685 $611K
Greenfield Savings Bank 0.29% Reduce -55.5% 11,676 $611K
Gladstone Institutional Advisory LLC 0.03% Add +2.0% 11,653 $609K
Spinnaker Trust 0.04% Reduce -5.7% 11,633 $608K
Paragon Financial Partners, Inc. 0.46% Reduce -47.2% 11,614 $607K
NorthStar Asset Management LLC 0.39% Add +1.9% 11,611 $607K
L.M. Kohn & Company 0.16% Add +7.9% 11,588 $606K
Red Door Wealth Management, LLC 0.09% Reduce -0.1% 11,586 $606K
Patriot Investment Management Group, Inc. 0.05% Add +3.0% 11,576 $605K
Wealthstar Advisors, LLC 0.26% — 11,536 $603K
Romano Brothers and Company 0.08% No change 11,528 $603K
Herold Advisors, Inc. 0.13% Add +1.3% 11,509 $602K
Catalyst Financial Partners LLC 0.11% Add +2.2% 11,484 $600K
Cape Investment Advisory, Inc. 0.23% Add +1.5% 11,433 $598K
JT Stratford LLC 0.10% Reduce -0.6% 11,396 $596K
Lake Street Advisors Group, LLC 0.03% Add +2.7% 11,167 $595K
Garden State Investment Advisory Services LLC 0.18% Reduce -7.2% 11,364 $595K
Silver Oak Securities, Incorporated 0.06% Reduce -7.7% 11,413 $594K
Axis Wealth Partners, LLC 0.50% — 11,336 $593K
Ariadne Wealth Management, LP 0.27% Add +62.5% 10,974 $591K
Patton Albertson Miller Group, LLC 0.08% No change 11,293 $591K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -8.5% 11,285 $590K
Silver Coast Investments LLC 0.22% Reduce -27.0% 11,215 $586K
PBMares Wealth Management LLC 0.12% Reduce -1.2% 11,215 $586K
Two Sigma Securities, LLC 0.11% Add +55.7% 11,211 $586K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -26.2% 11,210 $586K
Advisory Alpha, LLC 0.02% Reduce -2.7% 11,205 $586K
Waddell & Associates, LLC 0.06% New 11,184 $585K
Argyle Capital Partners, LLC 0.50% — 11,147 $583K
Hazlett, Burt & Watson, Inc. 0.26% Add +0.0% 11,142 $582K
Westwood Holdings Group Inc. 0.00% Reduce -9.3% 11,129 $582K
Loudon Investment Management, LLC 0.33% No change 11,117 $581K
Ascentis Independent Advisors 0.11% Reduce -2.9% 11,086 $580K
DRW Securities, LLC 0.04% New 11,078 $578K
Carolinas Wealth Consulting LLC 0.11% Reduce -1.5% 10,814 $576K
Wealth Group, Ltd. 0.37% Add +3.4% 11,019 $576K
Secure Asset Management, LLC 0.09% Add +13.3% 11,012 $576K
Parcion Private Wealth LLC 0.04% No change 11,000 $575K
Sowa Financial Group, Inc. 0.36% Reduce -0.1% 11,002 $575K
Cross Staff Investments Inc 0.40% Reduce -3.7% 10,970 $574K
Wellington Shields Capital Management, LLC 0.10% Add +2.8% 10,955 $573K
Patron Partners, LLC 0.31% No change 10,892 $570K
Mattern Wealth Management LLC 0.13% No change 10,876 $569K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.5% 10,872 $569K
TFC Financial Management, Inc. 0.09% No change 10,848 $567K
Insigneo Advisory Services, LLC 0.06% Reduce -18.6% 10,843 $567K
Meritage Portfolio Management 0.04% Add +3.5% 10,838 $567K
Perritt Capital Management Inc 0.29% Add +0.3% 10,814 $565K
Essex Bank 0.14% Add +1.9% 10,770 $563K
Virtus Investment Advisers, LLC 0.45% Add +97.4% 10,760 $563K
Apexium Financial, LP 0.03% New 10,736 $561K
Titleist Asset Management, LLC 0.06% Add +19.2% 10,723 $561K
St. Louis Trust Co 0.08% No change 10,700 $560K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10,458 $559K
Wealth Architects, LLC 0.06% Reduce -1.3% 10,686 $559K
Callan Family Office, LLC 0.04% Add +159.2% 10,681 $559K
Siemens Fonds Invest GmbH 0.06% No change 10,656 $555K
Legacy Advisors, LLC 0.05% Add +9.6% 10,606 $555K
Brown Miller Wealth Management, LLC 0.21% Reduce -2.7% 10,600 $554K
TFB Advisors LLC 0.16% Add +5.2% 10,576 $553K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% Add +4.3% 10,560 $552K
Procyon Advisors, LLC 0.04% Add +1.2% 10,560 $552K
Avestar Capital, LLC 0.05% Add +9.6% 10,546 $552K
Fishman Jay A Ltd. 0.05% No change 10,555 $552K
Fee-Only Financial Planning, L.C. 0.36% No change 10,553 $552K
Strategic Blueprint, LLC 0.03% Reduce -3.0% 10,543 $551K
Oakworth Capital, Inc. 0.04% Add +1.0% 10,537 $551K
Johnson & White Wealth Management, LLC 0.33% Add +0.2% 10,456 $549K
LifeWealth Investments, LLC 0.36% — 10,490 $549K
City State Bank 0.19% Reduce -2.5% 10,468 $547K
Simon Quick Advisors, LLC 0.03% Add +25.9% 10,433 $546K
Wealth Quarterback LLC 0.26% Add +0.5% 10,418 $545K
Balentine LLC 0.02% Reduce -15.1% 10,409 $544K
Sargent Investment Group, LLC 0.09% New 10,699 $544K
Teamwork Financial Advisors, LLC 0.07% Add +1.4% 10,401 $544K
Advisor OS, LLC 0.06% Add +2.6% 10,400 $544K
Smith Anglin Financial, LLC 0.05% Add +36.0% 10,395 $544K
Rodgers Brothers Inc. 0.07% No change 10,381 $543K
Aspetuck Financial Management LLC 0.42% — 103,768 $543K
Monarch Capital Management Inc. 0.15% No change 10,187 $542K
CHICAGO TRUST Co NA 0.10% Add +114.3% 10,365 $542K
MOKAN Wealth Management Inc. 0.34% — 10,290 $538K
McElhenny Sheffield Capital Management, LLC 0.18% Add +17.8% 10,261 $537K
Foster Group, Inc. 0.02% Add +4.7% 10,245 $536K
Bangor Savings Bank 0.05% Reduce -11.3% 10,228 $535K
MIdWestOne Financial Group, Inc. 0.07% No change 10,219 $534K
Cladis Investment Advisory, LLC 0.38% No change 10,214 $534K
Catalina Capital Group, LLC 0.18% Add +15.8% 10,205 $534K
Everstar Asset Management, LLC 0.38% Reduce -27.2% 10,186 $533K
Tradewinds, LLC. 0.15% Add +11.2% 9,900 $532K
Jackson Hole Capital Partners, LLC 0.11% Add +5.8% 10,139 $530K
Empower Advisory Group, LLC 0.00% Reduce -17.2% 10,128 $530K
City National Bank of Florida 0.48% — 10,125 $529K
M Holdings Securities, Inc. 0.09% New 10,111 $529K
Cannell & Spears LLC 0.01% Reduce -46.3% 10,110 $529K
Vectors Research Management, LLC 0.18% No change 10,100 $528K
CVA Family Office, LLC 0.08% Add +1.6% 10,097 $528K
Cheviot Value Management, LLC 0.10% Reduce -2.0% 10,087 $527K
Krane Funds Advisors LLC 0.02% Reduce -0.9% 10,073 $527K
denkapparat Operations GmbH 0.78% — 10,056 $526K
Strategic Financial Concepts, LLC 0.10% Add +85.0% 10,049 $525K
CFO4Life Group, LLC 0.09% Add +1.5% 10,030 $524K
KMG Fiduciary Partners, LLC 0.04% Reduce -1.6% 10,023 $524K
Fortis Group Advisors, LLC 0.10% Add +5.8% 10,002 $523K
Rakuten Securities, Inc. 0.21% Add +116.3% 9,991 $522K
Moser Wealth Advisors, LLC 0.27% No change 9,983 $522K
Peak Financial Advisors LLC 0.27% Add +0.3% 9,952 $520K
CI Investments Inc. 0.00% Add +31.6% 9,952 $520K
AmeriServ Wealth Advisors 0.28% — 9,871 $516K
Bison Wealth, LLC 0.11% Reduce -25.3% 9,871 $516K
Shelton Capital Management 0.01% No change 9,819 $513K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +3.1% 9,801 $512K
Asahi Life Asset Management Co., LTD. 0.31% No change 9,800 $512K
Cobblestone Asset Management LLC 0.33% No change 9,791 $512K
GeoWealth Management, LLC 0.02% Reduce -8.5% 9,749 $510K
EverSource Wealth Advisors, LLC 0.03% Add +5.0% 9,740 $509K
Lafayette Investments, Inc. 0.11% Reduce -0.5% 9,738 $509K
Tufton Capital Management 0.10% Reduce -7.8% 9,705 $507K
Quadcap Wealth Management, LLC 0.07% Reduce -4.1% 9,698 $507K
Reliant Investment Partners, LLC 0.45% — 9,690 $507K
Acorn Wealth Advisors, LLC 0.21% Add +1.4% 9,671 $506K
bLong Financial, LLC 0.42% — 9,648 $504K
Tocqueville Asset Management L.P. 0.01% Add +0.0% 9,646 $504K
Heritage Wealth Management, Inc. 0.17% Add +0.2% 9,645 $504K
Dover Advisors, LLC 0.29% Reduce -26.1% 9,634 $504K
WASHINGTON TRUST Co 0.02% Add +4.7% 9,634 $504K
Vest Financial, LLC 0.01% Add +8.3% 9,622 $503K
Impact Capital Partners LLC 0.18% — 9,614 $503K
NWF Advisory Services Inc. 0.07% Add +110.2% 9,423 $502K
MSH Capital Advisors LLC 0.16% Reduce -3.9% 9,600 $502K
SYM FINANCIAL Corp 0.06% Reduce -3.9% 9,597 $502K
Northcape Wealth Management, LLC 0.16% Reduce -0.1% 9,597 $502K
State of Wyoming 0.06% Add +169.8% 9,585 $501K
One Wealth Advisors, LLC 0.07% Add +6.4% 9,566 $500K
Burns Matteson Capital Management, LLC 0.28% Reduce -1.2% 9,564 $500K
Capital Asset Advisory Services LLC 0.02% Add +4.7% 9,397 $499K
Burney Co./ 0.02% Add +10.4% 9,515 $498K
AdvisorShares Investments LLC 0.10% Add +8.0% 9,500 $497K
Main Street Group, LTD 0.21% Reduce -30.0% 9,494 $496K
Keystone Financial Group 0.05% Add +8.2% 9,483 $496K
Dorsey & Whitney Trust CO LLC 0.03% Add +8.5% 9,470 $495K
White Lighthouse Investment Management Inc. 0.09% No change 9,468 $495K
Meitav Investment House Ltd. 0.01% Reduce -6.5% 9,500 $495K
Conning Inc. 0.02% Reduce -2.7% 9,447 $494K
Guardian Partners Inc. 0.05% — 9,500 $489K
Ameriflex Group, Inc. 0.22% — 9,360 $489K
Court Place Advisors, LLC 0.16% Reduce -0.8% 9,345 $489K
Intrua Financial, LLC 0.08% Reduce -16.1% 9,342 $488K
Armstrong Advisory Group, Inc. 0.04% Add +2.4% 9,329 $488K
Main Street Financial Solutions, LLC 0.05% Reduce -15.6% 9,329 $488K
Thomasville National Bank 0.04% Reduce -19.4% 9,328 $488K
Staley Capital Advisers Inc. 0.02% No change 9,318 $487K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -9.7% 9,300 $486K
Sage Mountain Advisors LLC 0.04% Add +56.1% 9,280 $485K
Wealth Alliance, LLC 0.06% Add +0.1% 9,278 $485K
WMS Partners, LLC 0.03% Reduce -3.9% 9,268 $485K
PKS Advisory Services, LLC 0.12% — 9,265 $484K
Home Federal Bank of Tennessee 0.14% No change 9,265 $484K
Montecito Bank & Trust 0.08% No change 9,264 $484K
C2C Wealth Management, LLC 0.45% No change 9,252 $484K
Azimuth Capital Investment Management LLC 0.02% Add +12.1% 9,250 $484K
KCM Investment Advisors LLC 0.02% No change 9,245 $483K
Lindbrook Capital, LLC 0.04% Add +1.5% 9,233 $483K
Enzi Wealth 0.18% Add +3.1% 9,494 $482K
Fieldview Capital Management, LLC 0.07% — 9,167 $479K
Realta Investment Advisors 0.20% Add +15.7% 9,009 $479K
Schnieders Capital Management LLC 0.10% Reduce -9.9% 9,144 $478K
Sterling Investment Counsel, LLC 0.32% No change 9,121 $477K
Hendershot Investments Inc. 0.06% No change 9,113 $477K
Evelyn Partners Investment Management LLP 0.02% — 9,112 $476K
Angeles Wealth Management, LLC 0.04% Reduce -0.6% 9,109 $476K
Orca Investment Management, LLC 0.45% Reduce -9.4% 9,082 $475K
Centennial Bank 0.22% Reduce -1.4% 9,076 $475K
Skyline Advisors, Inc. 0.18% Reduce -0.9% 9,055 $473K
Strategic Advisors LLC 0.09% Add +14.1% 9,046 $473K
Howard Bailey Securities, LLC 0.18% Reduce -6.5% 9,038 $473K
Hardin Capital Partners, LLC 0.28% Reduce -4.8% 9,008 $471K
NJ State Employees Deferred Compensation Plan 0.06% No change 9,000 $471K
Gries Financial LLC 0.08% Reduce -1.5% 8,988 $470K
Powers Advisory Group, LLC 0.24% Add +1.1% 8,986 $470K
Naples Global Advisors, LLC 0.04% Reduce -1.1% 8,821 $470K
Greatmark Investment Partners, Inc. 0.06% No change 8,924 $467K
PDS Planning, Inc 0.04% Add +1.7% 8,919 $466K
United Capital Management of KS, Inc. 0.08% Add +6.7% 8,894 $465K
Evoke Wealth, LLC 0.01% Add +0.8% 8,701 $464K
HRT Financial LP 0.00% New 8,868 $463K
Southland Equity Partners LLC 0.11% Add +49.8% 8,837 $462K
SIMA Wealth Partners, LLC 0.39% Add +203.1% 8,832 $462K
Wellington Shields & Co., LLC 0.14% Add +0.0% 8,824 $461K
Lifeworks Advisors, LLC 0.08% Add +17.1% 8,783 $459K
Partners Wealth Management, LLC 0.52% — 8,761 $458K
Stillwater Wealth Management Group 0.41% — 8,755 $458K
Cutter & CO Brokerage, Inc. 0.11% Reduce -6.9% 8,738 $457K
Symphony Financial Services, Inc. 0.37% Reduce -11.0% 8,733 $456K
American Alpha Advisors, LLC 0.41% Reduce -6.3% 8,696 $455K
Clark Financial Services Group Inc. 0.35% Reduce -2.8% 8,685 $454K
TCFG Wealth Management, LLC 0.23% Add +18.3% 8,673 $454K
Accredited Investors Inc. 0.03% Reduce -3.3% 8,666 $453K
Arax Advisory Partners 0.03% Add +50.2% 8,658 $453K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.5% 8,629 $451K
Farmers Trust Co. 0.08% Reduce -1.4% 8,604 $450K
Montag A & Associates Inc. 0.02% Reduce -1.4% 8,431 $449K
Callahan Advisors, LLC 0.04% Add +15.1% 8,581 $449K
TigerOak Management, L.L.C. 0.16% — 8,577 $448K
Quantessence Capital LLC 0.18% — 8,544 $447K
Howe & Rusling Inc. 0.04% Reduce -8.0% 8,532 $446K
Atlas Brown,Inc. 0.15% Add +6.8% 8,530 $446K
LGT Group Foundation 0.01% New 8,526 $446K
IFG Advisors, LLC 0.09% No change 8,525 $446K
Bingham Private Wealth, LLC 0.47% — 8,514 $445K
Cahill Financial Advisors Inc. 0.06% New 8,510 $445K
Sfmg, LLC 0.04% Add +0.4% 8,489 $444K
Providence Wealth Advisors, LLC 0.34% No change 8,482 $444K
Aveo Capital Partners, LLC 0.05% Reduce -18.8% 8,468 $443K
TCI Wealth Advisors, Inc. 0.04% Reduce -1.6% 8,467 $443K
Long Run Wealth Advisors, LLC 0.11% Add +64.3% 8,464 $443K
Claro Advisors Inc. 0.06% Reduce -6.5% 8,462 $442K
Gerber, LLC 0.32% Reduce -0.8% 8,443 $441K
United Bank 0.05% Reduce -27.0% 8,433 $441K
Challenger Wealth Management 0.38% — 8,415 $440K
Prossimo Advisors, LLC 0.32% Reduce -3.6% 8,408 $440K
V2 Financial group LLC 0.27% Reduce -3.4% 8,384 $438K
Alethea Capital Management, LLC 0.37% New 8,366 $437K
Birmingham Capital Management Co. Inc. 0.16% No change 8,363 $437K
SP Asset Management LLC 0.04% Reduce -0.2% 8,362 $437K
Stephens Consulting, LLC 0.11% Add +0.2% 8,359 $437K
Voya Financial Advisors, Inc. 0.05% Add +1.9% 8,392 $437K
Debussy Capital Management LP 0.07% Add +5.8% 8,176 $437K
Stablepoint Partners, LLC 0.08% Add +6.4% 8,322 $435K
GPS Wealth Strategies Group, LLC 0.06% Reduce -2.8% 8,318 $435K
Orion Investment Co 0.17% Add +13.6% 8,296 $434K
Blake Schutter Theil Wealth Advisors, LLC 0.46% Reduce -3.0% 8,245 $431K
Consolidated Portfolio Review Corp 0.07% Add +34.3% 8,244 $431K
Financial Perspectives, Inc 0.14% Add +0.0% 8,233 $431K
Duncker Streett & Co. Inc. 0.08% Reduce -1.6% 8,228 $430K
Edge Capital Group, LLC 0.02% Add +1.4% 8,219 $430K
Absolute Capital Management, LLC 0.24% New 8,200 $429K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -0.0% 8,200 $429K
Charles Schwab Trust Co 0.04% Reduce -0.7% 8,189 $428K
Uniting Wealth Partners, LLC 0.21% — 8,174 $427K
Allen Capital Group, LLC 0.05% Add +2.6% 8,167 $427K
Wealth Dimensions Group, Ltd. 0.10% Reduce -11.8% 8,145 $426K
Investors Research Corp 0.09% Reduce -2.7% 8,144 $426K
Mill Capital Management, LLC 0.03% Reduce -57.1% 8,142 $426K
Holderness Investments Co. 0.09% Reduce -0.7% 8,131 $425K
First Western Trust Bank 0.02% Add +1.1% 8,089 $423K
FourThought Financial Partners, LLC 0.04% New 8,059 $421K
Concord Wealth Partners 0.07% Add +30.1% 8,033 $420K
DDFG, Inc 0.12% Reduce -0.3% 8,024 $420K
Smithfield Trust Co 0.02% No change 8,005 $418K
Reaves W H & Co. Inc. 0.01% No change 8,000 $418K
Sentry LLC 0.08% No change 7,987 $418K
Obermeyer Wealth Partners 0.02% Add +64.8% 7,984 $417K
Manchester Capital Management LLC 0.05% Add +0.0% 7,971 $417K
Councilmark Asset Management, LLC 0.28% No change 7,966 $417K
GFS Advisors, LLC 0.06% Add +12.3% 7,965 $416K
Twin City Private Wealth, LLC 0.37% Reduce -7.1% 7,775 $414K
Brooklyn Investment Group 0.12% Add +61.7% 7,923 $414K
Bristlecone Advisors, LLC 0.03% Reduce -13.3% 7,906 $413K
WealthTrust Axiom LLC 0.12% Add +3.5% 7,903 $413K
Davis R M Inc. 0.01% Add +7.5% 7,883 $412K
Pflug Koory, LLC 0.03% No change 7,876 $412K
Jump Financial, LLC 0.01% Reduce -71.5% 7,872 $412K
Harvey Investment Co. LLC 0.05% No change 7,833 $410K
Cobblestone Capital Advisors LLC 0.02% Reduce -7.0% 7,835 $410K
Strait & Sound Wealth Management LLC 0.19% Reduce -3.3% 7,830 $409K
Aljian Capital Management, LLC 0.09% Add +0.4% 7,815 $409K
ETF Store, Inc. 0.51% Add +2.1% 7,803 $408K
Successful Portfolios LLC 0.27% Add +0.3% 7,746 $405K
Marshall Financial Group, LLC 0.10% Reduce -1.3% 7,729 $404K
Cohen Investment Advisors LLC 0.24% Add +3.5% 7,717 $404K
Holland Advisory Services, Inc. 0.53% No change 7,710 $403K
Whalerock Point Partners, LLC 0.10% No change 7,702 $403K
Evanson Asset Management, LLC 0.03% Add +0.3% 7,701 $403K
Optimum Investment Advisors 0.18% No change 7,676 $401K
Raleigh Capital Management Inc. 0.15% Add +4.8% 7,666 $401K
Schmidt P J Investment Management Inc. 0.07% Add +0.0% 7,663 $401K
Plancorp, LLC 0.02% Add +10.1% 7,657 $400K
Berger Financial Group, Inc 0.03% Add +23.4% 7,654 $400K
Premier Path Wealth Partners, LLC 0.06% Add +3.3% 7,643 $400K
Grandfield & Dodd, LLC 0.02% No change 7,603 $398K
Yarger Wealth Strategies, LLC 0.23% Add +3.0% 7,603 $398K
ICONIQ Capital, LLC 0.01% New 7,583 $397K
Platform Technology Partners 0.12% Reduce -0.9% 7,574 $396K
Heritage Family Offices, LLP 0.20% Add +5.9% 7,530 $394K
WBH Advisory Inc. 0.04% Reduce -0.6% 7,508 $393K
Mindset Wealth Management, LLC 0.14% No change 7,491 $392K
CLG LLC 0.14% — 7,488 $392K
Cravens & Co Advisors, LLC 0.30% Add +2.9% 7,487 $391K
Jacobs Levy Equity Management, Inc. 0.00% No change 7,473 $391K
Safeguard Investment Advisory Group, LLC 0.11% Reduce -0.2% 7,452 $390K
Integrity Alliance, Llc. 0.04% — 7,450 $390K
Taylor Financial Group, Inc. 0.27% Add +3.5% 7,424 $388K
Journey Strategic Wealth LLC 0.01% Reduce -2.1% 7,382 $386K
LRI Investments, LLC 0.04% Reduce -4.2% 7,376 $386K
Relyea Zuckerberg Hanson LLC 0.05% New 7,373 $386K
Banque Transatlantique SA 0.01% — 7,397 $385K
Astoria Portfolio Advisors LLC. 0.14% Add +4.9% 7,483 $384K
Smith Chas P & Associates Pa Cpas 0.02% Add +52.4% 7,339 $384K
Mather Group, Llc. 0.01% Reduce -0.9% 7,320 $383K
Alliance Wealth Advisors, LLC 0.22% Reduce -0.4% 7,303 $382K
Horizon Advisory Services, Inc. 0.22% New 7,287 $381K
Canandaigua National Bank & Trust Co. 0.04% Reduce -2.4% 7,254 $379K
Beaumont Financial Advisors, LLC 0.03% Add +5.5% 7,230 $378K
Cascade Financial Partners, LLC 0.05% New 7,206 $377K
Fairvoy Private Wealth, LLC 0.10% — 7,191 $376K
American National Bank & Trust 0.04% Add +11.8% 7,191 $376K
Smith Shellnut Wilson LLC 0.17% Reduce -0.7% 7,190 $376K
Register Financial Advisors LLC 0.19% Add +0.3% 7,174 $375K
Brandywine Oak Private Wealth LLC 0.04% Add +73.5% 7,168 $375K
Thompson Siegel & Walmsley LLC 0.01% Add +10.7% 7,153 $374K
ERn Financial, LLC 0.06% Reduce -5.4% 7,137 $373K
D. Scott Neal, Inc. 0.20% No change 7,000 $373K
First Business Financial Services, Inc. 0.04% No change 7,116 $372K
First Financial Bank - Trust Division 0.03% Reduce -0.9% 7,108 $372K
Delta Investment Management, LLC 0.07% Add +0.4% 7,094 $371K
McGlone Suttner Wealth Management, Inc. 0.06% Add +5.1% 7,085 $370K
Indie Asset Partners, LLC 0.29% Add +0.1% 7,061 $369K
Old Second National Bank of Aurora 0.08% Reduce -12.6% 7,056 $369K
Community Trust & Investment Co. 0.02% No change 7,055 $369K
Legacy Financial Advisors, Inc. 0.06% Add +32.0% 7,025 $367K
Pinnacle Bancorp, Inc. 0.12% Reduce -0.6% 7,019 $367K
Ranch Capital Advisors Inc. 0.17% Add +2.3% 6,966 $367K
Talon Private Wealth, LLC 0.08% New 7,004 $366K
Bank Ozk 0.15% Reduce -6.5% 6,964 $364K
Blalock Williams, LLC 0.42% — 6,938 $363K
Woodard & Co. Asset Management Group Inc. 0.08% No change 6,925 $362K
Howland Capital Management LLC 0.02% Reduce -4.6% 6,780 $361K
Summit Wealth Partners, LLC 0.07% Reduce -2.5% 6,888 $360K
Sage Private Wealth Group, LLC 0.27% Reduce -2.2% 6,882 $360K
Equitable Trust Co. 0.02% Reduce -17.9% 6,879 $360K
Mayfair Advisory Group, LLC 0.21% Add +0.5% 6,873 $359K
Winebrenner Capital Management LLC 0.28% — 6,871 $359K
Maven Securities LTD 0.06% Add +19.2% 6,866 $359K
Severin Investments, LLC 0.36% — 6,840 $358K
Perennial Investment Advisors, LLC 0.04% Add +19.7% 6,840 $358K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 6,818 $357K
Cypress Wealth Services, LLC 0.07% Reduce -8.6% 6,800 $356K
EPG Wealth Management LLC 0.09% Add +0.9% 6,797 $355K
Zullo Investment Group, Inc. 0.14% Add +6.5% 6,736 $352K
Fidelity D & D Bancorp Inc. 0.23% Reduce -8.6% 6,730 $352K
Capital Analysts, LLC 0.01% Add +19.7% 6,700 $351K
Bridgewealth Advisory Group, LLC 0.10% New 6,536 $350K
Resonant Capital Advisors, LLC 0.03% Reduce -1.4% 6,562 $350K
Petrus Trust Company, LTA 0.03% New 6,683 $349K
Prairiewood Capital, LLC 0.15% Reduce -1.3% 6,681 $349K
Renaissance Group LLC 0.01% Reduce -1.7% 6,673 $349K
CAP Partners, LLC 0.25% Reduce -3.7% 6,667 $349K
Seven Mile Advisory 0.22% Add +9.3% 6,645 $347K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.5% 6,635 $347K
Sterling Investment Advisors, Ltd. 0.08% Add +54.1% 6,630 $347K
Wayfinding Financial, LLC 0.18% New 6,625 $346K
Peregrine Asset Advisers, Inc. 0.13% No change 6,595 $345K
Trustmark Bank Trust Department 0.03% Reduce -0.5% 6,595 $345K
Howard Financial Services, LTD. 0.05% Add +5.7% 6,588 $344K
Symmetry Partners, LLC 0.05% New 6,588 $344K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 6,587 $344K
Harris Associates (Oakmark Funds) 0.00% Reduce -99.8% 6,550 $343K
Washington Trust Advisors, Inc. 0.03% Reduce -1.9% 6,543 $342K
SevenBridge Financial Group, LLC 0.06% No change 6,347 $342K
PFG Advisors 0.02% Add +1.4% 6,530 $341K
Aaron Wealth Advisors LLC 0.04% Add +14.5% 6,507 $340K
Supplemental Annuity Collective Trust of NJ 0.10% No change 6,500 $340K
Woodmont Investment Counsel LLC 0.03% Reduce -0.3% 6,492 $339K
Peoples Financial Services Corp. 0.16% Reduce -0.2% 6,485 $339K
Carson Advisory Inc. 0.24% Add +3.5% 6,485 $339K
Flow Traders U.S. LLC 0.01% New 6,475 $339K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -9.2% 6,492 $339K
Harbour Trust & Investment Management Co 0.04% Reduce -4.2% 6,467 $338K
Campbell Deegan Wealth Management, LLC 0.41% — 6,462 $338K
Bouchey Financial Group, Ltd. 0.03% Reduce -0.8% 6,430 $338K
Wendell David Associates Inc. 0.03% No change 6,450 $337K
Investment Advisory Group, LLC 0.11% Reduce -4.7% 6,432 $336K
RFP Financial Group LLC 0.13% No change 6,426 $336K
King Wealth Management Group 0.05% Add +0.3% 6,424 $336K
Aegis Wealth Management LLC 0.23% — 6,420 $336K
Fiduciary Financial Group, LLC 0.07% Reduce -3.1% 6,594 $335K
Wambolt & Associates, LLC 0.11% Add +0.8% 6,411 $335K
Fortitude Family Office, LLC 0.12% Reduce -0.5% 6,384 $334K
MV Capital Management, Inc. 0.04% Add +0.1% 6,357 $332K
Shulman DeMeo Asset Management LLC 0.09% Reduce -1.9% 6,356 $332K
Fort Point Capital Partners LLC 0.04% Add +18.7% 6,351 $332K
Pure Portfolios Holdings LLC 0.12% Add +3.7% 6,348 $332K
AlphaCore Capital LLC 0.07% Add +14.4% 6,221 $332K
Coastwise Capital Group, LLC 0.26% Reduce -52.9% 6,338 $331K
Lester Murray Antman dba SimplyRich 0.09% Add +7.0% 6,337 $331K
Argentarii, LLC 0.17% — 6,323 $331K
Venturi Wealth Management, LLC 0.02% Reduce -6.4% 6,320 $330K
Firethorn Wealth Partners, LLC 0.16% Add +1.1% 6,318 $330K
Fragasso Financial Advisors Inc 0.03% Add +3.3% 6,302 $330K
Affinity Capital Advisors, LLC 0.06% Reduce -7.7% 6,382 $328K
West Bancorporation Inc. 0.22% No change 6,279 $328K
TD Private Client Wealth LLC 0.01% Reduce -12.5% 6,266 $328K
KDT Advisors, LLC 0.48% — 6,245 $327K
Griffith & Werner, Inc. 0.22% — 6,233 $326K
Goldstone Financial Group, LLC 0.05% New 6,216 $325K
Blue Capital, Inc. 0.23% — 6,214 $325K
Sig Brokerage, LP 0.15% — 6,200 $324K
OneAscent Financial Services LLC 0.03% New 6,197 $324K
West Family Investments, Inc. 0.11% Add +1.5% 6,196 $324K
Roxbury Financial LLC 0.31% — 5,600 $323K
Rossby Financial, LCC 0.20% — 6,164 $322K
Robertson Stephens Wealth Management, LLC 0.01% Add +7.8% 6,029 $321K
Keeley-Teton Advisors, LLC 0.04% No change 6,120 $320K
Hilltop Partners LLC 0.11% New 6,117 $320K
1ST Source Bank 0.02% Add +0.7% 6,115 $320K
Northeast Financial Group, Inc. 0.12% Reduce -0.5% 6,103 $319K
Defender Capital, LLC. 0.12% No change 6,086 $318K
O'ROURKE & COMPANY, Inc 0.16% Add +39.2% 6,085 $318K
Sovereign Financial Group, Inc. 0.07% Reduce -25.7% 6,082 $318K
Mill Creek Capital Advisors, LLC 0.01% Add +4.9% 6,051 $316K
Chancellor Financial Group WB LP 0.25% — 6,046 $316K
Tsfg, LLC 0.06% Reduce -1.2% 6,047 $316K
Hall Capital Management Co. Inc. 0.15% — 6,025 $315K
Caldwell Sutter Capital, Inc. 0.15% Add +47.7% 6,022 $315K
Riverbend Wealth Management, LLC 0.28% — 6,018 $315K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -28.5% 6,016 $315K
Summit X, LLC 0.07% Add +2.0% 6,000 $314K
Augustine Asset Management Inc. 0.08% No change 6,000 $314K
1900 Wealth Management LLC 0.03% Add +0.2% 5,994 $313K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.6% 5,987 $313K
Wells Trecaso Financial Group, LLC 0.10% No change 5,973 $312K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 5,970 $312K
Tandem Investment Advisors, Inc. 0.01% Add +0.8% 5,970 $312K
Silvant Capital Management LLC 0.01% No change 5,966 $312K
Bison Wealth, LLC 0.04% — 5,961 $312K
Lane & Associates LLC 0.16% Add +4.1% 5,963 $311K
Coppell Advisory Solutions LLC 0.04% Add +100.7% 5,974 $311K
Trace Wealth Advisors, LLC 0.28% — 5,936 $310K
Prostatis Group LLC 0.09% Add +10.1% 5,935 $310K
Vestor Capital, LLC 0.02% Add +11.2% 5,932 $310K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +37.7% 5,935 $310K
SignalPoint Asset Management, LLC 0.08% Add +0.3% 5,901 $309K
Center for Financial Planning, Inc. 0.04% No change 5,899 $308K
Lloyd Advisory Services, LLC. 0.15% Reduce -2.9% 5,893 $308K
Schrum Private Wealth Management LLC 0.26% Reduce -49.1% 5,880 $307K
Well Done, LLC 0.06% No change 6,020 $307K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -0.9% 5,861 $306K
Emprise Bank 0.17% Reduce -0.9% 5,844 $306K
Smith Salley Wealth Management 0.02% Add +0.9% 5,839 $305K
iSAM Funds (UK) Ltd 0.23% New 5,839 $305K
ZWJ Investment Counsel Inc. 0.01% Add +9.4% 5,836 $305K
American Institute for Advanced Investment Management, LLP 0.23% Reduce -0.8% 5,815 $304K
Cowa, LLC 0.15% No change 5,797 $303K
WealthPlan Investment Management, LLC 0.03% Reduce -16.3% 5,791 $303K
WMG Financial Advisors, LLC 0.13% Add +0.1% 5,784 $302K
RS Crum Inc. 0.07% No change 5,763 $301K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.5% 5,762 $301K
Soltis Investment Advisors LLC 0.03% Add +24.3% 5,761 $301K
Manchester Financial Inc. 0.07% No change 5,750 $301K
Connable Office Inc. 0.03% No change 5,746 $300K
Triad Wealth Partners, LLC 0.11% New 5,743 $300K
Avaii Wealth Management, LLC 0.15% Reduce -9.9% 5,733 $300K
Mezzasalma Advisors, LLC 0.10% Reduce -4.9% 5,710 $299K
Ervin Investment Management, LLC 0.19% No change 5,700 $298K
Act Wealth Management, LLC 0.14% Add +1.8% 5,698 $298K
Ascentis Wealth Management, LLC 0.10% Add +0.3% 5,694 $298K
Vicus Capital 0.03% Add +0.7% 5,685 $297K
Aberdeen Wealth Management LLC 0.20% Reduce -1.7% 5,685 $297K
MBE Wealth Management, LLC 0.17% New 5,682 $297K
Interchange Capital Partners, LLC 0.11% Reduce -13.3% 5,682 $297K
Proficio Capital Partners LLC 0.02% Add +32.3% 5,670 $296K
Sittner & Nelson, LLC 0.13% No change 5,665 $296K
Alta Advisers Ltd 0.19% Add +13.3% 5,664 $296K
Princeton Global Asset Management LLC 0.06% No change 5,661 $296K
Kornitzer Capital Management Inc. 0.01% No change 5,661 $296K
Opal Wealth Advisors, LLC 0.09% Reduce -2.6% 5,660 $296K
First American Trust, FSB 0.03% Reduce -7.3% 5,655 $296K
Trek Financial, LLC 0.02% Reduce -33.3% 5,655 $296K
Edgemoor Investment Advisors, Inc. 0.03% No change 5,626 $294K
Councilor Wealth, LLC 0.14% Add +2.0% 5,609 $293K
Bienville Capital Management, LLC 0.07% No change 5,500 $293K
Stratos Investment Management, LLC 0.02% Reduce -11.4% 5,588 $292K
Shum Financial Group, Inc. 0.25% Reduce -12.2% 5,517 $291K
Whipplewood Advisors, LLC 0.17% — 5,568 $291K
Palacios Wealth Management, LLC 0.31% — 5,685 $291K
Golden State Wealth Management, LLC 0.04% — 5,559 $291K
Quotient Wealth Partners, LLC 0.01% Add +12.8% 5,529 $289K
Founders Grove Wealth Partners, LLC 0.08% — 5,517 $288K
Virtue Capital Management, LLC 0.06% Reduce -8.5% 5,514 $288K
Gratus Wealth Advisors, LLC 0.05% No change 5,510 $288K
Centerpoint Advisors, LLC 0.10% Reduce -4.3% 5,500 $288K
Souders Financial Advisors 0.04% Add +20.1% 5,488 $287K
Trust Point Inc. 0.02% Add +0.9% 5,487 $287K
2UniFi Bank 0.19% — 5,477 $286K
West Coast Financial LLC 0.03% No change 5,450 $285K
Letson Investment Management, Inc. 0.12% No change 5,440 $284K
Smallwood Wealth Investment Management, LLC 0.20% Reduce -1.6% 5,438 $284K
Great Waters Wealth Management 0.04% No change 5,437 $284K
Harbor Investment Advisory, LLC 0.03% No change 5,428 $284K
Schechter Investment Advisors, LLC 0.02% Add +10.9% 5,428 $284K
TrueWealth Advisors, LLC 0.09% Reduce -0.0% 5,408 $283K
Birch Hill Investment Advisors LLC 0.01% Add +0.1% 5,408 $283K
TrinityPoint Wealth, LLC 0.04% Add +1.9% 5,399 $282K
Bar Harbor Wealth Management 0.02% Reduce -0.7% 5,375 $281K
Stelac Advisory Services LLC 0.11% Add +1.3% 5,269 $281K
Penobscot Investment Management Company, Inc. 0.03% New 5,366 $281K
Linscomb Wealth, Inc. 0.01% Reduce -6.1% 5,364 $280K
Second Line Capital, LLC 0.08% Add +5.5% 5,254 $280K
Ridgecrest Wealth Partners, LLC 0.15% Reduce -8.6% 5,351 $280K
McAdam, LLC 0.02% New 5,337 $279K
First County Bank 0.16% Reduce -4.8% 5,311 $278K
Signet Financial Management, LLC 0.04% New 5,308 $278K
Hemenway Trust Co LLC 0.02% No change 5,300 $277K
Guyasuta Investment Advisors Inc. 0.02% No change 5,273 $276K
Intelligence Driven Advisers, LLC 0.05% Reduce -2.4% 5,261 $275K
Hedeker Wealth, LLC 0.07% Add +2.0% 5,261 $275K
Helium Advisors LLC 0.22% — 5,220 $273K
Archer Investment Corp 0.07% Add +0.6% 5,212 $273K
Fairfield, Bush & Co. 0.16% Reduce -4.3% 5,206 $272K
Ewa, LLC 0.10% Add +19.3% 5,205 $272K
CRA Financial Services, LLC 0.05% Reduce -2.9% 5,199 $272K
Executive Wealth Management, LLC 0.02% Add +1.2% 5,190 $271K
Ellis Investment Partners, LLC 0.05% Add +0.6% 5,179 $271K
Concorde Asset Management, LLC 0.14% Add +0.7% 5,176 $271K
Droms Strauss Advisors Inc. /Mo/ 0.09% Reduce -33.3% 5,176 $271K
Keyvantage Wealth, LLC 0.19% — 5,168 $270K
Fiduciary Alliance LLC 0.03% New 5,165 $270K
Mosaic Financial Group, LLC 0.19% No change 5,170 $270K
Valmark Advisers, Inc. 0.00% Add +26.1% 5,147 $269K
N.E.W. Advisory Services LLC 0.03% Add +0.5% 5,144 $269K
BSW Wealth Partners 0.04% Add +30.4% 5,145 $269K
Private Client Services, LLC 0.14% Reduce -1.0% 5,140 $269K
OMC Financial Services LTD 0.11% No change 5,126 $268K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Add +2.2% 5,110 $267K
Chilton Capital Management LLC 0.01% Add +11.0% 5,103 $267K
Novak & Powell Financial Services, Inc. 0.16% Add +0.3% 5,091 $266K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +6.6% 5,077 $265K
MBL Wealth, LLC 0.03% Add +8.4% 5,070 $265K
Enterprise Financial Services Corp 0.15% Add +4.0% 5,052 $264K
Mairs & Power Inc. 0.00% Add +0.1% 5,051 $264K
Barry Investment Advisors, LLC 0.08% Add +1.0% 5,046 $264K
Tarbox Family Office, Inc. 0.04% Add +0.5% 5,046 $264K
First United Bank & Trust 0.10% No change 5,036 $263K
626 Financial, LLC 0.14% No change 5,035 $263K
Guardian Wealth Advisors, LLC / NC 0.02% Add +26.2% 5,018 $262K
LJI Wealth Management, LLC 0.05% Reduce -6.1% 5,011 $262K
Graver Capital Management, LLC 0.27% — 5,000 $261K
Forthright Family Wealth Advisory LLC 0.17% No change 5,000 $261K
Arrow Financial Corp 0.02% Reduce -9.1% 4,995 $261K
Greenhouse Wealth Management, LLC 0.17% No change 4,992 $261K
FAS Wealth Partners, Inc. 0.02% Reduce -6.0% 4,981 $260K
Cordgrass Capital Advisors, LLC 0.08% Add +0.7% 4,975 $260K
Institute for Wealth Management, LLC. 0.03% Add +0.1% 4,970 $260K
Toth Financial Advisory Corp. 0.03% Reduce -0.7% 4,967 $260K
Beacon Capital Management, LLC 0.03% Add +0.8% 4,955 $259K
William Allan Corp 0.16% Add +4.3% 4,940 $258K
Wheelhouse Advisory Group LLC 0.15% Add +0.8% 4,917 $257K
Lakeridge Wealth Management LLC 0.13% Reduce -2.5% 4,900 $256K
Yoffe Investment Management, LLC 0.38% — 4,900 $256K
Yacktman Asset Management 0.00% No change 4,900 $256K
Capital Investment Counsel, Inc 0.04% Reduce -5.9% 4,884 $255K
Cascades Capital Asset Management, LLC 0.14% New 4,870 $255K
Sonata Capital Group Inc. 0.11% No change 4,864 $254K
TT Capital Management LLC 0.20% — 4,957 $254K
Northwest Wealth Management, LLC 0.05% Add +1.0% 4,853 $254K
Midwest Heritage Bank, FSB 0.12% Add +0.2% 4,852 $254K
JB Capital LLC 0.01% Reduce -3.4% 4,845 $253K
Beckerman Institutional, LLC 0.20% No change 4,841 $253K
Compton Financial Group, LLC 0.07% Reduce -13.1% 4,828 $252K
Elios Financial Group Inc. 0.12% New 4,824 $252K
Broderick Brian C 0.05% No change 4,822 $252K
Jeppson Wealth Management, LLC 0.09% Add +2.1% 4,810 $252K
Atwood & Palmer Inc. 0.02% No change 4,808 $251K
Atlas Wealth Partners, LLC 0.32% Reduce -4.0% 4,768 $251K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -91.8% 4,797 $251K
MJP Associates Inc. 0.04% Add +6.1% 4,777 $250K
Everpar Advisors LLC 0.13% Add +6.1% 4,745 $248K
Angeles Investment Advisors, LLC 0.01% No change 4,739 $248K
Douglas Lane & Associates, LLC 0.00% New 4,731 $247K
Webster Bank, N. A. 0.03% No change 4,725 $247K
St Germain D J Co. Inc. 0.01% Add +28.3% 4,723 $247K
Country Club Bank 0.02% Add +3.3% 4,740 $247K
Finward Bancorp 0.21% — 4,718 $247K
TRUE Private Wealth Advisors 0.03% No change 4,711 $246K
Traphagen Investment Advisors LLC 0.03% Reduce -1.3% 4,710 $246K
Somerset Trust Co 0.09% New 4,710 $246K
Hills Bank & Trust Co 0.02% No change 4,697 $246K
Austin Private Wealth, LLC 0.02% New 4,686 $245K
Richardson Financial Services Inc. 0.17% Reduce -2.8% 4,700 $245K
Trustco Bank Corp. N Y 0.26% Reduce -17.6% 4,673 $244K
Longboard Asset Management, LP 0.65% — 4,667 $244K
FWG Investments, LLC. 0.19% Reduce -5.8% 4,653 $243K
Blankinship & Foster, LLC 0.06% No change 4,652 $243K
Clear Harbor Asset Management, LLC 0.02% No change 4,640 $243K
Greenline Partners, LLC 0.03% Add +10.7% 4,635 $242K
Cornell Pochily Investment Advisors, Inc. 0.08% Reduce -3.9% 4,633 $242K
Walkner Condon Financial Advisors LLC 0.05% Add +0.3% 4,631 $242K
Banco Santander, S.A. 0.00% Reduce -97.5% 4,617 $241K
Patten Group, Inc. 0.05% Add +4.8% 4,608 $241K
Journey Advisory Group, LLC 0.03% No change 5,287 $241K
Creative Financial Designs Inc. 0.02% Reduce -2.6% 4,600 $241K
Monetary Management Group Inc. 0.06% No change 4,600 $241K
Coastline Trust Co 0.03% No change 4,600 $241K
Invst, LLC 0.03% Add +7.7% 4,599 $240K
Weaver Consulting Group 0.07% Reduce -1.2% 4,597 $240K
Laurel Wealth Advisors LLC 0.04% Add +4.5% 4,592 $240K
Quest 10 Wealth Builders, Inc. 0.24% — 4,586 $240K
Xcel Wealth Management, LLC 0.07% Add +0.3% 4,584 $240K
Balboa Wealth Partners 0.05% Reduce -1.7% 4,583 $240K
Truvestments Capital LLC 0.06% Add +4.3% 4,581 $240K
Clearwater Capital Advisors, LLC 0.02% Reduce -17.8% 4,579 $239K
Next Capital Management LLC 0.10% Reduce -14.4% 4,576 $239K
Gateway Wealth Partners, LLC 0.06% Add +2.9% 4,569 $239K
Elmwood Wealth Management, Inc. 0.10% No change 4,550 $238K
Beacon Bank & Trust 0.06% Reduce -6.2% 4,550 $238K
High Net Worth Advisory Group LLC 0.07% No change 4,549 $238K
NTV Asset Management LLC 0.03% No change 4,545 $238K
DF Dent & Co. Inc. 0.00% Reduce -0.6% 4,536 $237K
Ironwood Investment Counsel, LLC 0.04% Add +1.2% 4,534 $237K
HTLF Bank 0.03% No change 4,533 $237K
Fortitude Advisory Group L.L.C. 0.14% Reduce -13.8% 4,532 $237K
CYBER HORNET ETFs LLC 0.23% Add +0.8% 4,517 $236K
Dearborn Partners LLC 0.01% Add +12.4% 4,515 $236K
Maxele Advisors, LLC 0.22% — 4,502 $235K
Element Wealth, LLC 0.12% Reduce -2.2% 4,495 $235K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +1.0% 4,612 $235K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -4.6% 4,481 $234K
United Bank 0.10% New 4,467 $234K
Financial Advocates Investment Management 0.01% Add +9.0% 4,458 $233K
Ingalls & Snyder LLC 0.01% Reduce -5.6% 4,454 $233K
Claris Financial LLC 0.15% — 4,449 $233K
Abacus Planning Group, Inc. 0.04% Add +0.1% 4,445 $232K
Frisch Financial Group, Inc. 0.07% Reduce -2.5% 4,441 $232K
Family Firm, Inc. 0.05% Add +0.0% 4,435 $232K
Alexander Labrunerie & Co., Inc. 0.10% Add +0.5% 4,423 $231K
Penserra Capital Management LLC 0.00% Add +2980.6% 4,436 $231K
Kelman-Lazarov, Inc. 0.04% New 4,416 $231K
Allie Family Office LLC 0.13% No change 4,415 $231K
Apella Capital, LLC 0.01% Reduce -3.5% 4,412 $231K
Nemes Rush Group LLC 0.03% Add +579.8% 4,412 $231K
Rockline Wealth Management, LLC 0.06% Add +7.3% 4,403 $230K
First Citizens Financial Corp 0.13% Add +4.8% 4,402 $230K
Baxter Bros Inc. 0.03% No change 4,400 $230K
LongView Wealth Management 0.07% Reduce -0.2% 4,398 $230K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -10.2% 4,393 $230K
Mechanics Financial Corp 0.10% Reduce -2.2% 4,390 $230K
First Financial Corp. 0.11% No change 4,379 $229K
Nicolet Bankshares Inc. 0.04% No change 4,374 $229K
Marex Group Ltd 0.00% New 4,366 $228K
Garde Capital, Inc. 0.01% No change 4,369 $228K
Insight Advisors, LLC/ PA 0.04% Add +0.2% 4,373 $228K
Detalus Advisors, LLC 0.07% No change 4,348 $227K
Orca Wealth Management, LLC 0.20% — 4,339 $227K
River Street Advisors LLC 0.12% Reduce -10.3% 4,339 $227K
Northeast Investment Management 0.01% No change 4,330 $226K
Hodges Capital Management Inc. 0.01% New 4,315 $226K
Ashton Thomas Securities, LLC 0.06% Add +12.3% 4,305 $226K
Litman Gregory Wealth Management LLC 0.02% No change 4,307 $225K
South Plains Financial, Inc. 0.17% — 4,305 $225K
Naviter Wealth, LLC 0.03% New 4,219 $225K
West Michigan Advisors, LLC 0.07% New 4,217 $225K
Jmac Enterprises LLC 0.04% No change 4,277 $224K
Barlow Wealth Partners, LLC 0.03% Reduce -25.6% 4,372 $223K
Newman Dignan & Sheerar, Inc. 0.06% No change 4,254 $222K
SC&H Financial Advisors, Inc. 0.05% No change 4,251 $222K
Retirement Planning Co of New England, Inc. 0.11% Reduce -0.2% 4,240 $222K
Forza Wealth Management, LLC 0.10% No change 4,238 $222K
Blue Chip Partners, LLC 0.02% Reduce -33.5% 4,223 $221K
Axim Planning & Wealth 0.23% Add +0.1% 4,200 $220K
Becker Capital Management Inc. 0.01% No change 4,118 $220K
Clayton Financial Group LLC 0.08% Add +4.0% 4,196 $219K
E Fund Management Co., Ltd. 0.01% New 4,195 $219K
Hoge Financial Services, LLC 0.16% Add +2.6% 4,187 $219K
Novus Advisors, LLC 0.22% — 4,187 $219K
Uhlmann Price Securities, LLC 0.17% Add +0.7% 4,184 $219K
Alteri Wealth LLC 0.06% — 4,170 $218K
Diversify Wealth Management, LLC 0.02% New 4,280 $218K
Horizon Wealth Management, LLC 0.04% Add +0.2% 4,151 $217K
FSA Advisors, Inc. 0.27% Reduce -26.0% 4,143 $217K
Strategic Wealth Partners, Ltd. 0.02% New 4,037 $216K
Signal Advisors Wealth, LLC 0.02% Reduce -22.2% 4,036 $216K
RiverFront Investment Group, LLC 0.00% New 4,129 $216K
Vista Investment Partners Ii, LLC 0.13% — 4,128 $216K
Roundview Capital LLC 0.02% No change 4,124 $216K
Prevail Innovative Wealth Advisors, LLC 0.06% New 4,116 $215K
Dominguez Wealth Management Solutions, Inc. 0.16% Add +0.5% 4,111 $215K
Novem Group 0.03% — 4,108 $215K
Fortem Financial Group, LLC 0.08% Add +1.2% 4,105 $215K
Thompson David Blair 0.16% — 4,103 $215K
Stockman Wealth Management, Inc. 0.03% Reduce -6.0% 4,081 $213K
Future Financial Wealth Managment LLC 0.16% Add +8.0% 4,058 $212K
Van Hulzen Asset Management, LLC 0.02% No change 4,055 $212K
Arvest Bank Trust Division 0.01% New 4,047 $212K
Crew Capital Management, Ltd 0.18% No change 4,037 $211K
Medallion Wealth Advisors, LLC 0.10% — 3,933 $211K
BIP Wealth, LLC 0.01% New 4,028 $211K
Triangle Securities Wealth Management 0.05% Reduce -2.1% 4,018 $210K
Intergy Private Wealth, LLC 0.08% New 4,017 $210K
Quarry LP 0.04% Add +12.6% 4,016 $210K
W Advisors, LLC 0.13% Add +0.6% 4,005 $209K
Wedge Capital Management L L P 0.00% Add +1.9% 4,002 $209K
Intrepid Capital Management Inc. 0.13% New 4,000 $209K
First Wilshire Securities Management Inc. 0.06% No change 4,000 $209K
Smith Asset Management Co., LLC 0.20% — 3,986 $208K
Ceeto Capital Group, LLC 0.08% No change 3,900 $208K
American Capital Advisory, LLC 0.12% Add +3.6% 3,972 $208K
Sage Investment Counsel LLC 0.27% — 3,970 $208K
Aries Wealth Management 0.06% No change 3,970 $208K
German American Bancorp, Inc. 0.02% No change 3,970 $208K
Murphy, Middleton, Hinkle & Parker, Inc. 0.12% No change 3,959 $207K
Keating Investment Counselors Inc. 0.06% No change 3,947 $206K
Anchor Pointe Wealth Management, LLC 0.27% — 3,954 $206K
IAM Advisory, LLC 0.05% Add +0.2% 3,937 $206K
Caitlin John, LLC 0.14% Reduce -4.8% 3,935 $206K
Vantage Financial Partners, LLC 0.05% Reduce -15.9% 3,923 $205K
Florida Financial Advisors, LLC 0.09% New 3,915 $205K
Roman Butler Fullerton & Co. 0.07% Reduce -6.9% 3,828 $205K
Sound Income Strategies, LLC 0.01% Reduce -5.1% 3,904 $204K
Blue Bell Private Wealth Management, LLC 0.04% No change 3,899 $204K
Mosaic Family Wealth Partners, LLC 0.03% New 3,899 $204K
Baron Wealth Management LLC 0.10% Reduce -2.4% 3,894 $204K
BostonPremier Wealth LLC 0.12% — 3,893 $204K
Compass Capital Corp. /Ma/ 0.08% — 3,879 $203K
Fearless Solutions, LLC dba Best Invest 0.15% — 3,875 $203K
Bluesphere Advisors LLC 0.10% New 3,867 $202K
Grant Private Wealth Management Inc 0.22% — 3,862 $202K
Huntleigh Advisors, Inc. 0.04% — 3,839 $201K
First Heartland Consultants, Inc. 0.02% New 3,836 $201K
Vertex Planning Partners, LLC 0.04% New 3,835 $201K
Keb Asset Management, LLC 0.06% New 3,833 $200K
Tritonpoint Wealth, LLC 0.02% New 3,758 $200K
JSF Financial, LLC 0.05% Reduce -22.5% 3,830 $200K
Strategic Investment Solutions, Inc. 0.07% Reduce -1.4% 4,134 $200K
Front Row Advisors LLC 0.07% Reduce -12.5% 3,808 $199K
Y.D. More Investments Ltd 0.02% Reduce -6.9% 3,741 $196K
Mb, Levis & Associates, LLC 0.10% Add +1.4% 3,727 $195K
Capital A Wealth Management, LLC 0.32% — 3,651 $191K
Westside Investment Management, Inc. 0.04% No change 3,650 $191K
Bellevue Asset Management, LLC 0.10% Add +0.2% 3,649 $191K
Union Savings Bank 0.09% Reduce -1.4% 3,637 $190K
Capital Advisors, Ltd. LLC 0.02% Add +4.9% 3,640 $190K
Adirondack Trust Co. 0.07% No change 3,580 $187K
Gulf International Bank (UK) Ltd 0.00% Reduce -29.7% 3,583 $187K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -2.6% 3,500 $187K
Wintrust Investments LLC 0.16% Reduce -46.8% 3,566 $186K
Piscataqua Savings Bank 0.16% No change 3,547 $185K
Cromwell Holdings LLC 0.11% No change 3,464 $185K
DT Investment Partners, LLC 0.02% Reduce -12.7% 3,479 $182K
Acima Private Wealth, LLC 0.06% No change 3,452 $181K
Atala Financial Inc 0.13% — 3,440 $180K
Sugarloaf Wealth Management, LLC 0.03% Add +2.4% 3,412 $178K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Reduce -4.2% 3,400 $178K
Investment Research & Advisory Group, Inc. 0.07% No change 3,369 $176K
PFS Partners, LLC 0.10% Add +0.5% 3,349 $175K
CNB Bank 0.08% Add +46.9% 3,329 $174K
Eagle Bay Advisors LLC 0.11% No change 3,212 $171K
Slocum, Gordon & Co LLP 0.14% Reduce -5.8% 3,260 $170K
First Command Advisory Services, Inc. 0.00% No change 3,238 $169K
Ethos Financial Group, LLC 0.02% New 3,145 $168K
Park Square Financial Group, LLC 0.11% — 3,176 $166K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +46.8% 3,171 $166K
Amica Retiree Medical Trust 0.16% Reduce -8.0% 3,159 $165K
Indiana Trust & Investment Management Co 0.05% No change 3,050 $159K
Fairscale Capital, LLC 0.14% No change 3,048 $159K
Key Financial Inc 0.04% No change 3,015 $158K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,000 $156K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +4.5% 2,912 $155K
Versant Capital Management, Inc 0.03% Add +13.7% 2,941 $154K
Rowlandmiller & Partners.adv 0.03% Add +40.8% 2,932 $153K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,931 $153K
AlphaMark Advisors, LLC 0.07% No change 2,900 $152K
Cypress Capital Management LLC (WY) 0.17% No change 2,900 $152K
Financially Speaking Inc 0.10% — 2,850 $149K
JFS Wealth Advisors, LLC 0.01% Reduce -3.9% 2,835 $148K
Pittenger & Anderson Inc. 0.01% Add +0.6% 2,817 $147K
City Holding Co. 0.02% Reduce -19.9% 2,813 $147K
Kimelman & Baird, LLC 0.01% No change 2,779 $145K
Cherry Tree Wealth Management, LLC 0.04% No change 2,767 $145K
Albion Financial Group 0.01% Add +46.1% 2,760 $144K
West Oak Capital, LLC 0.08% No change 2,740 $143K
NCP Inc. 0.07% Reduce -3.7% 2,600 $136K
Paradigm Asset Management Co. LLC 0.04% Reduce -89.6% 2,600 $136K
Jackson, Grant Investment Advisers, Inc. 0.05% Add +1.8% 2,573 $135K
Aventura Private Wealth, LLC 0.07% — 2,566 $134K
GHP Investment Advisors, Inc. 0.01% Reduce -1.6% 2,539 $133K
RE Dickinson Investment Advisors, LLC 0.11% No change 2,520 $132K
Sachetta, LLC 0.05% Add +0.7% 2,461 $130K
Roble, Belko & Company, Inc 0.02% No change 2,485 $130K
Park Place Capital Corp 0.04% No change 2,482 $130K
BOK Financial Private Wealth, Inc. 0.01% Reduce -20.0% 2,400 $128K
Sugar Maple Asset Management, LLC 0.10% New 2,434 $127K
Resources Management Corp. /CT/ 0.02% Reduce -11.0% 2,420 $127K
Crews Bank & Trust 0.02% — 2,425 $127K
Cary Street Partners Investment Advisory LLC 0.08% Reduce -94.4% 2,409 $126K
FSC Wealth Advisors, LLC 0.08% Add +26.2% 2,406 $126K
Field & Main Bank 0.04% No change 2,400 $125K
Acropolis Investment Management, LLC 0.01% New 2,387 $125K
Addison Advisors LLC 0.03% Reduce -1.3% 2,355 $123K
Pin Oak Investment Advisors Inc. 0.11% No change 2,383 $122K
Bank of New Hampshire 0.03% No change 2,320 $121K
Ossiam 0.00% Reduce -89.0% 2,234 $117K
Kentucky Trust Co 0.07% — 2,200 $115K
Gen-Wealth Partners Inc 0.05% Reduce -8.9% 2,189 $114K
McIlrath & Eck, LLC 0.01% Add +25.3% 2,186 $114K
Motco 0.01% Reduce -5.7% 2,159 $113K
Stonebridge Financial Group, LLC 0.01% — 2,148 $112K
Thompson Investment Management, Inc. 0.02% Add +19.8% 2,113 $110K
LFA - Lugano Financial Advisors SA 0.07% Add +61.5% 2,100 $110K
Missouri Trust & Investment Co 0.04% No change 2,100 $110K
Oarsman Capital, Inc. 0.02% No change 2,095 $110K
CarsonAllaria Wealth Management, Ltd. 0.06% Reduce -15.1% 2,081 $109K
Burkett Financial Services, LLC 0.04% Reduce -12.7% 2,077 $109K
Parvin Asset Management, LLC 0.12% — 2,065 $108K
Winch Advisory Services, LLC 0.03% Add +4.7% 2,053 $107K
ESL Trust Services, LLC 0.02% Add +81.8% 2,000 $105K
Avion Wealth 0.03% Add +2.1% 1,998 $104K
WR Wealth Planners, LLC 0.03% Add +1.5% 1,979 $103K
Security National Bank 0.01% No change 1,957 $102K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.1% 1,953 $102K
Lavaca Capital LLC 0.04% New 1,922 $100K
Proffitt & Goodson Inc. 0.02% Add +4.9% 1,829 $96K
Glass Jacobson Investment Advisors llc 0.03% Add +0.3% 1,828 $96K
Fourth Dimension Wealth, LLC 0.05% — 1,828 $96K
Plante Moran Financial Advisors, LLC 0.01% Reduce -4.3% 1,787 $93K
New England Capital Financial Advisors LLC 0.04% Add +1.9% 1,707 $89K
Mizuho Bank, Ltd. 0.02% Reduce -10.5% 1,700 $89K
Castleview Partners, LLC 0.05% Add +0.3% 1,674 $88K
Cranbrook Wealth Management, LLC 0.02% Add +0.9% 1,608 $84K
Pacific Center for Financial Services 0.02% No change 1,602 $84K
Hoese & Co LLP 0.07% No change 1,600 $84K
Edmond DE Rothschild Holding S.A. 0.00% Add +6.7% 1,600 $84K
Millstone Evans Group, LLC 0.06% — 1,590 $83K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,570 $82K
S.A. Mason LLC 0.04% No change 1,565 $82K
Westend Capital Management, LLC 0.02% Add +134.8% 1,564 $82K
Bfsg, LLC 0.01% Reduce -25.1% 1,547 $81K
Evermay Wealth Management LLC 0.01% No change 1,517 $81K
Barrett & Company, Inc. 0.03% Add +1.7% 1,535 $80K
Kozak & Associates, Inc. 0.02% No change 1,509 $80K
Quent Capital, LLC 0.01% Add +20.9% 1,523 $80K
Rialto Wealth Management, LLC 0.03% — 1,515 $79K
Peoples Bank 0.05% Add +4.2% 1,501 $78K
Bell Investment Advisors, Inc 0.01% Add +4.4% 1,495 $78K
Hemington Wealth Management 0.02% Add +8.2% 1,477 $77K
Oliver Lagore Vanvalin Investment Group 0.02% Add +15.8% 1,468 $77K
Boyd Watterson Asset Management LLC 0.02% No change 1,465 $77K
Perkins Coie Trust Co 0.02% No change 1,460 $76K
United Community Bank 0.03% Reduce -7.5% 1,450 $76K
Walleye Capital LLC 0.00% Reduce -92.4% 1,423 $74K
Vermillion Wealth Management, Inc. 0.04% — 1,418 $74K
Crewe Advisors LLC 0.01% Add +0.6% 1,410 $74K
Itau Unibanco Holding S.A. 0.00% Add +239.3% 1,408 $74K
Atticus Wealth Management, LLC 0.02% Add +0.6% 1,379 $72K
Wingate Wealth Advisors, Inc. 0.07% — 1,350 $71K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,350 $71K
Canton Hathaway, LLC 0.02% No change 1,340 $70K
Cornerstone Planning Group LLC 0.02% Add +4.9% 1,280 $68K
Pathway Financial Advisers, LLC 0.02% Add +1.8% 1,307 $68K
Granite FO LLC 0.04% No change 1,302 $68K
Wood Tarver Financial Group, LLC 0.02% — 1,314 $68K
First Community Trust NA 0.05% No change 1,300 $68K
Costello Asset Management, INC 0.04% No change 1,300 $68K
Hillsdale Investment Management Inc. 0.00% New 1,300 $68K
Birchbrook, Inc. 0.04% No change 1,250 $65K
Community Bank, N.A. 0.01% Reduce -21.6% 1,250 $65K
Rosenberg Matthew Hamilton 0.02% Add +28.8% 1,247 $65K
Colonial Trust Advisors 0.01% Add +7.9% 1,210 $63K
WPG Advisers, LLC 0.06% — 1,208 $63K
West Branch Capital LLC 0.02% No change 1,206 $63K
Activest Wealth Management 0.02% Add +0.7% 1,201 $63K
Steph & Co. 0.02% Reduce -9.2% 1,200 $63K
First PREMIER Bank 0.02% No change 1,190 $62K
Copia Wealth Management 0.06% — 1,181 $62K
New Wave Wealth Advisors LLC 0.03% New 1,170 $61K
Glen Eagle Advisors, LLC 0.01% No change 1,139 $60K
Hopwood Financial Services, Inc. 0.04% — 1,131 $59K
Global Trust Asset Management, LLC 0.02% No change 1,114 $58K
Richards, Merrill & Peterson, Inc. 0.03% — 1,108 $58K
Flagship Wealth Advisors, LLC 0.03% — 1,100 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +38.3% 1,083 $57K
Covestor Ltd 0.04% Add +5.0% 1,087 $56K
GW&K Investment Management, LLC 0.00% Add +3.7% 1,065 $56K
Bayforest Capital Ltd 0.07% — 1,038 $54K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Add +28.5% 1,028 $54K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,023 $53K
SJS Investment Consulting Inc. 0.01% Reduce -28.1% 1,022 $53K
Tacita Capital Inc 0.04% Reduce -37.2% 1,012 $53K
Legend Financial Advisors, Inc. 0.04% New 1,000 $52K
Pingora Partners LLC 0.03% No change 1,000 $52K
Advantage Trust Co 0.03% No change 1,000 $52K
Tower View Wealth Management LLC 0.03% Add +1.2% 979 $51K
IFS Advisors, LLC 0.04% Add +330.4% 977 $51K
CGC Financial Services, LLC 0.02% No change 950 $50K
Olistico Wealth, LLC 0.03% No change 939 $49K
Asset Dedication, LLC 0.00% Add +27.7% 921 $48K
Private Wealth Management Group, LLC 0.02% Reduce -3.3% 915 $48K
Luken Investment Analytics, LLC 0.02% New 900 $47K
Bruce G. Allen Investments, LLC 0.04% No change 871 $46K
Louisbourg Investments Inc. 0.01% No change 860 $45K
Riverview Trust Co 0.04% No change 858 $45K
Transce3nd, LLC 0.02% — 853 $45K
Painted Porch Advisors LLC 0.02% Add +416.4% 852 $45K
Islay Capital Management, LLC 0.03% No change 842 $44K
Darwin Wealth Management, LLC 0.01% Reduce -64.5% 811 $42K
Sawyer & Company, Inc 0.02% Reduce -27.3% 800 $42K
Wolff Wiese Magana LLC 0.03% Add +0.8% 803 $42K
Creekmur Asset Management LLC 0.01% Reduce -22.2% 798 $42K
POM Investment Strategies, LLC 0.03% Add +1.1% 795 $42K
Chapman Financial Group, LLC 0.03% — 786 $41K
SOA Wealth Advisors, LLC. 0.01% Reduce -4.8% 775 $41K
Generali Investments, Management Co LLC 0.01% — 774 $40K
Kestra Investment Management, LLC 0.00% New 771 $40K
Beaird Harris Wealth Management, LLC 0.00% Add +228.3% 755 $39K
PMV Capital Advisers, LLC 0.11% — 750 $39K
Ulland Investment Advisors, LLC 0.03% No change 742 $39K
Menard Financial Group LLC 0.02% New 744 $39K
Valley Wealth Managers, Inc. 0.00% No change 733 $38K
Tortoise Investment Management, LLC 0.00% Add +0.7% 728 $38K
Bellwether Advisors, LLC 0.01% New 722 $38K
Pineridge Advisors LLC 0.01% Add +10.6% 719 $38K
Briaud Financial Planning Inc 0.02% New 710 $37K
CBIZ Investment Advisory Services, LLC 0.00% Add +895.7% 697 $36K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 678 $35K
Iron Horse Wealth Management, LLC 0.01% Add +0.1% 666 $35K
IAG Wealth Partners, LLC 0.01% Reduce -22.2% 655 $34K
Ruedi Wealth Management, Inc. 0.01% No change 650 $34K
Bray Capital Advisors 0.01% No change 650 $34K
AllSquare Wealth Management LLC 0.02% No change 645 $34K
Basso Capital Management, L.P. 0.03% No change 635 $33K
Pinney & Scofield, Inc. 0.03% — 631 $33K
BNP Paribas 0.00% No change 630 $33K
Promus Capital, LLC 0.03% — 630 $33K
Accordant Advisory Group Inc 0.03% No change 625 $33K
Sanctuary Wealth Management, L.L.C. 0.02% No change 614 $32K
Marshall Investment Management, LLC 0.02% — 624 $32K
Arlington Trust Co LLC 0.01% No change 600 $31K
Maryland Capital Advisors Inc. 0.01% Add +1.4% 598 $31K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 597 $31K
True Wealth Design, LLC 0.01% Add +3.1% 590 $31K
West Paces Advisors Inc. 0.01% No change 579 $30K
Financial Management Professionals, Inc. 0.00% Add +7.1% 572 $30K
Criterion Capital Advisors, LLC 0.02% No change 649 $30K
Legacy Investment Solutions, LLC 0.02% Reduce -8.5% 557 $29K
Legacy Wealth Managment, LLC 0.02% Reduce -8.5% 557 $29K
Summer Road LLC 0.02% No change 550 $29K
VSM Wealth Advisory, LLC 0.01% — 550 $29K
Transcendent Capital Group LLC 0.01% Add +0.2% 549 $29K
Pacifica Partners Inc. 0.01% Add +1.5% 530 $28K
TD Capital Management LLC 0.00% Reduce -15.7% 515 $27K
Fairman Group, LLC 0.02% Reduce -43.7% 502 $27K
Clearstead Trust, LLC 0.01% No change 504 $26K
Redwood Park Advisors LLC 0.02% — 500 $26K
St. Johns Investment Management Company, LLC 0.01% No change 500 $26K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -96.0% 513 $26K
Horizon Bancorp Inc. 0.01% Reduce -60.0% 500 $26K
Financial Life Planners 0.02% — 472 $25K
Global Financial Private Client, LLC 0.01% Add +4.0% 470 $25K
Retirement Wealth Solutions LLC 0.02% — 472 $24K
Graney & King, LLC 0.02% — 449 $23K
William B. Walkup & Associates, Inc. 0.01% No change 447 $23K
Northwest Bank & Trust Co 0.02% No change 400 $23K
Compass Financial Services Inc 0.01% — 436 $23K
Financial Freedom, LLC 0.01% Add +1.6% 435 $23K
Studio Investment Management LLC 0.00% No change 422 $22K
Kiely Wealth Advisory Group, Inc. 0.01% No change 415 $22K
Ball & Co Wealth Management Inc. 0.02% — 427 $22K
Ogorek Anthony Joseph /NY/ 0.01% Add +1.9% 425 $22K
TruNorth Capital Management, LLC 0.01% No change 419 $22K
Curio Wealth, LLC 0.01% — 400 $21K
Newton One Investments LLC 0.01% New 384 $20K
Prestige Wealth Management Group LLC 0.00% No change 374 $20K
Dogwood Wealth Management LLC 0.01% Add +1.9% 371 $19K
Zions Bancorporation, N.A. 0.00% Add +59.5% 370 $19K
REAP Financial Group, LLC 0.00% Add +41.9% 366 $19K
Core Alternative Capital 0.00% No change 363 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 361 $19K
FSA Wealth Management LLC 0.01% No change 353 $18K
Fairfield Financial Advisors, LTD 0.01% Add +2.1% 345 $18K
Nvwm, LLC 0.00% Reduce -8.0% 343 $18K
Cassady Schiller Wealth Management, LLC 0.01% Add +34.8% 337 $18K
FLP Wealth Management, LLC 0.04% — 333 $17K
Kessler Investment Group, LLC 0.01% No change 331 $17K
MPWM Advisory Solutions, LLC 0.01% — 318 $17K
Meeder Asset Management Inc. 0.00% Reduce -99.8% 307 $16K
Founders Capital Management 0.01% No change 306 $16K
MidAtlantic Capital Management, Inc. 0.01% No change 300 $16K
Global Wealth Strategies & Associates 0.00% No change 300 $16K
Tradewinds Capital Management, LLC 0.00% No change 300 $16K
Investment Management Corp. /Va/ 0.01% — 298 $16K
Tidemark, LLC 0.01% No change 291 $15K
Dunhill Financial, LLC 0.01% Add +4.0% 286 $15K
Elevation Wealth Partners, LLC 0.01% No change 273 $14K
Evolution Advisers, Inc. 0.01% Add +1.1% 279 $14K
Ridgewood Investments LLC 0.01% No change 263 $14K
Centricity Wealth Management, LLC 0.01% — 262 $14K
EnRich Financial Partners LLC 0.00% No change 262 $14K
Christopher J. Hasenberg, Inc 0.01% No change 256 $13K
Syntax Research, Inc. 0.01% No change 250 $13K
Raiffeisen Bank International AG 0.00% — 246 $13K
Wiser Advisor Group LLC 0.02% Add +1.8% 227 $12K
JNBA Financial Advisors 0.00% No change 225 $12K
Carolina Wealth Advisors, LLC 0.01% No change 225 $12K
S&T Bank 0.00% New 225 $12K
Spurstone Advisory Services, LLC 0.20% — 200 $10K
Vision Financial Markets LLC 0.01% — 200 $10K
DecisionPoint Financial, LLC 0.00% No change 200 $10K
HighMark Wealth Management LLC 0.01% Add +1.0% 199 $10K
PrairieView Partners, LLC 0.00% No change 200 $10K
Catherine Avery Investment Management LLC 0.01% — 190 $10K
BankPlus Trust Department 0.00% — 183 $10K
Rise Advisors, LLC 0.00% Reduce -62.8% 181 $9K
Prudent Man Investment Management, Inc. 0.01% — 180 $9K
PSI Advisors, LLC 0.00% Reduce -45.0% 177 $9K
Innovative Advisory Group, LLC 0.01% — 171 $9K
Caitong International Asset Management Co., Ltd 0.01% — 169 $9K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 160 $8K
Sierra Ocean, LLC 0.01% — 156 $8K
Endeavor Private Wealth, Inc. 0.01% — 150 $8K
Blume Capital Management, Inc. 0.00% Reduce -37.5% 150 $8K
Aspect Partners, LLC 0.00% No change 139 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +55.2% 135 $7K
Highline Wealth Partners LLC 0.00% Add +53.4% 135 $7K
Anfield Capital Management, LLC 0.00% No change 124 $6K
10Elms LLP 0.01% — 117 $6K
Operose Advisors LLC 0.00% Reduce -94.2% 116 $6K
Hara Capital LLC 0.00% No change 100 $5K
Red Tortoise LLC 0.00% No change 100 $5K
Robinswood Financial LLC 0.00% No change 100 $5K
First Pacific Financial 0.00% New 100 $5K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -98.4% 100 $5K
Country Trust Bank 0.00% Reduce -9.1% 100 $5K
WealthCollab, LLC 0.00% Add +5.6% 94 $5K
Abound Wealth Management 0.00% Reduce -20.2% 91 $5K
Clark Wealth Partners 0.00% — 86 $4K
Trifecta Capital Advisors, LLC 0.00% No change 79 $4K
SWAN Capital LLC 0.00% No change 75 $4K
Altshuler Shaham Ltd 0.00% Add +7.3% 74 $4K
Synergy Investment Management, LLC 0.00% — 72 $4K
PayPay Securities Corp 0.15% Add +24.1% 67 $4K
Mainstream Capital Management LLC 0.00% New 66 $3K
Morton Brown Family Wealth, LLC 0.00% No change 60 $3K
HBC Financial Services, PLLC 0.00% No change 60 $3K
High Note Wealth, LLC 0.00% New 52 $3K
MeadowBrook Investment Advisors LLC 0.00% No change 51 $3K
Groupe la Francaise 0.00% — 50 $3K
WealthTrak Capital Management LLC 0.00% — 45 $2K
Principia Wealth Advisory, LLC 0.00% — 43 $2K
Decker Retirement Planning Inc. 0.00% — 40 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 40 $2K
NewSquare Capital LLC 0.00% New 34 $2K
Hurley Capital, LLC 0.00% — 32 $2K
1620 Investment Advisors, Inc. 0.00% Add +210.0% 31 $2K
Tucker Asset Management LLC 0.00% Reduce -55.7% 31 $2K
JDM Financial Group LLC 0.00% No change 29 $2K
New Millennium Group LLC 0.00% Add +68.8% 27 $1K
Comprehensive Financial Planning, Inc. 0.00% — 27 $1K
Delos Wealth Advisors, LLC 0.00% New 20 $1K
WestEnd Advisors, LLC 0.00% Add +5.3% 20 $1K
Winthrop Capital Management, LLC 0.00% New 25 $1K
Picton Mahoney Asset Management 0.00% No change 21 $1K
Mountain Hill Investment Partners Corp. 0.00% — 15 $806
Cedar Mountain Advisors, LLC 0.00% Reduce -28.6% 15 $784
Lanark Financial, Inc. 0.07% — 14 $759
IMG Wealth Management, Inc. 0.00% — 10 $523
Chesapeake Asset Management LLC 0.00% Reduce -33.3% 10 $522
Parallax Volatility Advisers, L.P. 0.00% Reduce -98.3% 7 $366
Riggs Asset Managment Co. Inc. 0.00% No change 7 $365
Ransom Advisory, Ltd 0.00% No change 5 $276
Creative Capital Management Investments LLC 0.00% No change 5 $261
LMR Partners LLP 0.00% New 5 $261

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