Morgan StanleyMS

13F holders, Q1 2024 (March 31)
1,798holders
11famous investors
$94.06avg. 13F price*

At the end of Q1 2024, 1,798 institutions reported holding Morgan Stanley (MS) in their 13F filings. The largest holders were Mitsubishi Ufj Financial Group Inc. ($35.5B), State Street Corp. ($10.5B) and Vanguard Group Inc. ($10.2B). 11 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Morgan Stanley
Sector
Finance
CUSIP
617446448
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions134$395.5M
Exits105$264.2M

Ownership 1,798 holders

Mitsubishi Ufj Financial Group Inc. 100.00% No change 377,085,167 $35.5B
State Street Corp. 0.47% Reduce -2.1% 111,569,678 $10.5B
Vanguard Group Inc. 0.20% Reduce -0.6% 108,436,118 $10.2B
BlackRock Inc. 0.20% Reduce -1.4% 89,219,481 $8.4B
JPMorgan Chase & Co. 0.42% Reduce -16.1% 50,279,626 $4.7B
Wellington Management Group LLP 0.72% Add +11.6% 42,901,669 $4.0B
Capital International Investors 0.54% Add +16.3% 28,481,070 $2.7B
Geode Capital Management, LLC 0.21% Add +2.9% 24,542,538 $2.3B
Bank of America Corp. 0.21% Add +8.4% 22,733,156 $2.1B
Fisher Asset Management 0.91% Add +2.7% 20,783,077 $2.0B
Massachusetts Financial Services Co. 0.56% Reduce -1.8% 19,828,106 $1.9B
FMR LLC 0.11% Add +0.1% 17,261,343 $1.6B
Ameriprise Financial Inc. 0.35% Reduce -13.3% 13,296,699 $1.3B
Norges Bank 0.20% Add +29.1% 13,266,855 $1.2B
T. Rowe Price Associates Inc. 0.15% Reduce -4.3% 12,891,605 $1.2B
Bank of New York Mellon Corp 0.23% Reduce -14.9% 12,572,023 $1.2B
Northern Trust Corp. 0.19% Reduce -4.1% 11,812,018 $1.1B
Invesco Ltd. 0.23% Add +6.4% 11,470,143 $1.1B
Charles Schwab Investment Management Inc. 0.23% Add +23.3% 10,873,418 $1.0B
Capital Research Global Investors 0.22% Reduce -39.8% 10,317,997 $971.5M
Goldman Sachs Group Inc. 0.20% Reduce -11.5% 9,874,450 $929.8M
Manufacturers Life Insurance Company, The 0.83% Add +5.0% 9,515,820 $896.0M
UBS Group AG 0.27% Add +21.2% 8,772,018 $826.0M
Barclays PLC 0.37% Add +31.2% 8,718,762 $821.0M
Dimensional Fund Advisors LP 0.22% Reduce -1.1% 8,591,476 $809.0M
Legal & General Group Plc 0.23% Reduce -0.9% 8,320,355 $783.4M
Boston Partners 0.80% Add +0.8% 7,151,492 $673.0M
Janus Henderson Group PLC 0.35% Reduce -0.7% 6,908,721 $650.5M
Bank of Montreal 0.20% Add +1.0% 6,643,561 $621.4M
Franklin Resources Inc. 0.20% Reduce -22.6% 6,521,133 $614.0M
Morgan Stanley 0.05% Add +2.5% 5,977,230 $562.8M
Nuveen Asset Management, LLC 0.17% Reduce -24.8% 5,960,411 $561.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -0.8% 5,952,840 $560.5M
Ontario Teachers Pension Plan Board 5.10% Add +5.8% 5,816,843 $547.7M
Capital World Investors 0.09% Reduce -22.2% 5,609,164 $528.2M
Amundi 0.22% Add +5.4% 5,717,550 $521.9M
T. Rowe Price Investment Management, Inc. 0.30% Add +62.9% 5,215,415 $491.1M
Principal Financial Group Inc. 0.26% Reduce -6.1% 4,669,089 $439.6M
Royal Bank of Canada 0.11% Reduce -69.4% 4,579,519 $431.2M
Schroder Investment Management Group 0.44% Add +67.9% 3,936,453 $370.7M
Wells Fargo & Company 0.10% Reduce -19.5% 3,906,405 $367.8M
California Public Employees Retirement System 0.24% Reduce -9.0% 3,591,996 $338.2M
Canada Pension Plan Investment Board 0.35% Reduce -7.5% 3,509,349 $330.4M
HSBC Holdings PLC 0.23% Add +0.7% 3,363,809 $316.7M
Deutsche Bank AG 0.14% Add +6.8% 3,296,794 $310.4M
Voya Investment Management LLC 0.32% Add +446.9% 3,040,766 $286.3M
Credit Suisse AG/ 0.27% Reduce -1.9% 3,023,296 $284.7M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -1.2% 2,931,728 $276.1M
Alliancebernstein L.P. 0.10% Reduce -1.4% 2,900,166 $273.1M
Cullen Capital Management, LLC 2.84% Add +25.5% 2,706,302 $254.8M
Rhumbline Advisers 0.23% Reduce -0.9% 2,511,141 $236.4M
Envestnet Asset Management Inc. 0.08% Add +25.5% 2,412,962 $227.2M
Ensign Peak Advisors, Inc 0.39% Add +0.7% 2,276,038 $214.3M
PNC Financial Services Group, Inc. 0.15% Add +1.5% 2,259,448 $212.7M
Nordea Investment Management AB 0.25% Add +16.0% 2,224,521 $208.8M
National Pension Service 0.23% Add +1.7% 2,055,561 $193.6M
Neuberger Berman Group LLC 0.16% Add +53.4% 1,998,960 $188.2M
California State Teachers Retirement System 0.24% Reduce -0.2% 1,984,287 $186.8M
Unisphere Establishment 1.86% Reduce -17.6% 1,950,000 $183.6M
Lord, Abbett & Co. LLC 0.60% Reduce -30.4% 1,949,578 $183.6M
Corient Private Wealth LP 0.31% Reduce -0.5% 1,856,553 $174.8M
Citigroup Inc. 0.17% Add +27.7% 1,712,317 $161.2M
Raymond James & Associates 0.11% Add +5.1% 1,700,118 $160.1M
Focused Investors Fund L P 5.00% — 1,696,200 $159.7M
Focused Investors LLC 5.00% Reduce -5.8% 1,696,200 $159.7M
New York State Common Retirement Fund 0.20% Reduce -4.3% 1,633,010 $153.8M
Fifth Third Bancorp 0.59% Reduce -9.2% 1,611,982 $151.8M
Primecap Management Co. 0.11% Reduce -11.4% 1,568,714 $147.7M
Macquarie Group Ltd. 0.16% Add +49.8% 1,530,120 $144.1M
Stifel Financial Corp. 0.16% Add +9.0% 1,525,219 $143.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.17% Add +15.3% 1,523,115 $143.4M
FIL Ltd 0.14% Reduce -8.9% 1,506,799 $141.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Add +21.4% 1,469,432 $138.4M
Federated Hermes, Inc. 0.32% Add +19.6% 1,454,586 $137.0M
Aberdeen Group plc 0.27% Add +4.0% 1,440,786 $135.7M
CANADA LIFE ASSURANCE Co 0.27% Add +6.8% 1,420,042 $133.8M
Hamlin Capital Management, LLC 3.90% Add +0.1% 1,401,133 $131.9M
State Board of Administration of Florida Retirement System 0.29% Add +11.3% 1,421,155 $124.8M
Public Employees Retirement Association of Colorado 0.53% Add +600.8% 1,301,835 $122.6M
Evercore Wealth Management, LLC 1.92% Add +1.9% 1,298,565 $122.3M
Susquehanna International Group, LLP 0.18% Add +1.3% 1,280,954 $120.6M
D. E. Shaw & Co. 0.17% Add +328.1% 1,278,363 $120.4M
New York State Teachers Retirement System 0.25% Reduce -3.6% 1,264,690 $119.1M
Adage Capital Partners Gp, L.L.C. 0.22% Add +0.1% 1,228,834 $115.7M
LPL Financial LLC 0.06% Add +4.5% 1,216,881 $114.6M
American Century Companies Inc. 0.07% Reduce -9.9% 1,198,174 $112.8M
Fayez Sarofim & Co 0.33% Reduce -20.6% 1,158,776 $109.1M
Tredje AP-fonden 1.12% Add +54.0% 1,143,073 $107.6M
Holocene Advisors, LP 0.39% Add +204.4% 1,134,974 $106.9M
Commerce Bank 0.70% Add +12.0% 1,119,184 $105.4M
Natixis Advisors, LLC 0.23% Reduce -2.3% 1,079,431 $101.6M
Artisan Partners Limited Partnership 0.14% Reduce -0.3% 1,056,301 $99.5M
Retirement Systems of Alabama 0.38% Reduce -0.2% 1,049,007 $98.8M
Douglas Lane & Associates, LLC 1.38% Reduce -0.2% 1,038,765 $97.8M
Millennium Management 0.09% Add +74.0% 1,037,719 $97.7M
BNP Paribas Financial Markets 0.12% Reduce -14.9% 987,565 $93.0M
Korea Investment CORP 0.24% Reduce -8.9% 986,232 $92.9M
Wealth Enhancement Advisory Services, LLC 0.23% Add +3.9% 939,065 $88.4M
Prudential Financial Inc. 0.12% Reduce -40.7% 933,367 $87.9M
Swedbank AB 0.12% Add +1.4% 929,887 $87.6M
Aristotle Capital Management, LLC 0.16% No change 927,000 $87.3M
Allianz Asset Management GmbH 0.15% Add +201.4% 917,521 $86.4M
Russell Investments Group, Ltd. 0.13% Reduce -4.4% 886,705 $83.4M
Capital Fund Management S.A. 1.01% Add +36.0% 874,685 $82.4M
M&T Bank Corp 0.28% Add +3.4% 867,706 $81.7M
Brandywine Global Investment Management, LLC 0.59% Reduce -0.7% 864,282 $81.4M
Qube Research & Technologies Ltd 0.14% Add +795.1% 850,449 $80.1M
RBF Capital, LLC 4.29% No change 810,432 $76.3M
DNB Asset Management AS 0.40% Add +12.9% 809,645 $76.2M
US Bancorp \de 0.10% Add +2.3% 783,886 $73.8M
Bessemer Group Inc. 0.13% Add +433.4% 779,451 $73.4M
Storebrand Asset Management As 0.25% Add +0.2% 767,151 $72.2M
UniSuper Management Pty Ltd 0.68% Add +2.4% 754,631 $71.1M
Pzena Investment Management LLC 0.24% Add +0.3% 751,834 $70.8M
Chilton Investment Co. Inc. 1.91% Add +79.9% 741,963 $69.9M
Truist Financial Corp. 0.10% Reduce -30.1% 719,784 $67.8M
State of New Jersey Common Pension Fund D 0.20% No change 710,927 $66.9M
Chevy Chase Trust Holdings, LLC 0.22% Reduce -1.7% 698,226 $65.7M
Calamos Advisors LLC 0.47% Reduce -6.3% 695,191 $65.5M
State of Wisconsin Investment Board 0.17% Add +0.1% 693,610 $65.3M
HighTower Advisors, LLC 0.11% Reduce -12.3% 687,823 $64.8M
DekaBank Deutsche Girozentrale 0.12% Reduce -0.6% 692,784 $64.7M
Rathbones Group PLC 0.37% Add +9.6% 686,897 $64.7M
AMF Tjanstepension AB 0.49% Reduce -5.1% 686,109 $64.6M
Factory Mutual Insurance Co. 0.72% No change 670,050 $63.1M
Thrivent Financial for Lutherans 0.12% Reduce -0.2% 657,387 $61.9M
Clearbridge Investments, LLC 0.05% Reduce -3.6% 649,871 $61.2M
Mariner, LLC 0.13% Reduce -0.2% 645,714 $60.8M
National Bank of Canada 0.10% Reduce -21.8% 613,352 $60.3M
Pictet Asset Management Holding SA 0.07% Reduce -2.4% 638,712 $60.1M
TD Asset Management Inc 0.06% Reduce -74.6% 637,589 $60.0M
Connor, Clark & Lunn Investment Management Ltd. 0.26% Add +27.8% 635,457 $59.8M
Victory Capital Management Inc. 0.06% Add +8.3% 622,189 $58.6M
TCW Group Inc. 0.58% Add +31.3% 613,295 $57.7M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -7.2% 610,501 $57.5M
Woodley Farra Manion Portfolio Management Inc. 3.15% Add +2.8% 608,511 $57.3M
AEGON ASSET MANAGEMENT UK Plc 0.85% Add +3.4% 603,083 $56.8M
Aviva PLC 0.19% Add +1.4% 591,852 $55.7M
Royal London Asset Management Ltd. 0.14% Reduce -0.2% 589,574 $55.5M
Public Employees Retirement System of Ohio 0.21% Reduce -8.9% 576,293 $54.3M
Toronto Dominion Bank 0.08% Reduce -67.4% 572,041 $53.9M
Danske Bank A/S 0.17% — 567,323 $53.4M
Employees Retirement System of Texas 0.58% No change 564,000 $53.1M
Twin Tree Management, LP 1.19% Add +131.1% 556,732 $52.4M
LGT Capital Partners LTD. 1.62% Add +154.2% 550,580 $51.8M
Man Group plc 0.14% Add +79.0% 533,459 $50.2M
Gateway Investment Advisers LLC 0.57% Add +0.0% 528,822 $49.8M
Treasurer of the State of North Carolina 0.22% Reduce -2.2% 526,544 $49.6M
Sei Investments Co. 0.07% Add +1.9% 517,891 $48.8M
Susquehanna Portfolio Strategies, LLC 1.12% No change 508,849 $47.9M
Asset Management One Co., Ltd. 0.18% Reduce -6.3% 503,573 $47.4M
Lazard Freres Gestion S.A.S. 1.17% Add +3.7% 530,207 $47.3M
Teachers Retirement System of the State of Kentucky 0.41% Reduce -8.5% 484,659 $45.6M
Nisa Investment Advisors, LLC 0.29% Reduce -0.1% 479,240 $45.1M
Cibc World Market Inc. 0.11% Reduce -11.3% 469,460 $44.2M
Squarepoint Ops LLC 0.18% Add +157.3% 466,006 $43.9M
Pinnacle Associates Ltd. 0.69% Reduce -1.6% 464,290 $43.7M
Capital Advisors Inc. 0.94% Reduce -20.2% 464,066 $43.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Reduce -22.7% 452,719 $42.6M
Jane Street Group, LLC 0.05% Reduce -71.3% 447,887 $42.2M
Agf Management Ltd. 0.23% Add +11.9% 447,878 $42.2M
STRS Ohio 0.17% Reduce -5.7% 446,944 $42.1M
Migdal Insurance & Financial Holdings Ltd. 0.67% Add +0.0% 443,330 $41.7M
Clark Capital Management Group, Inc. 0.31% Reduce -40.4% 441,466 $41.6M
Rafferty Asset Management, LLC 0.15% Reduce -1.6% 440,647 $41.5M
Rokos Capital Management LLP 1.07% New 437,819 $41.2M
Caisse de depot et placement du Quebec 0.10% Add +98.3% 426,227 $40.1M
Handelsbanken Fonder AB 0.17% Add +8.4% 425,764 $40.1M
State of Tennessee, Department of Treasury 0.15% Reduce -1.1% 422,231 $39.8M
Commonwealth Equity Services, LLC 0.07% Reduce -0.1% 422,167 $39.8M
Resona Asset Management Co.,Ltd. 0.24% — 420,623 $39.6M
HRT Financial LP 0.24% Add +1464.3% 411,698 $38.8M
AXA S.A. 0.12% Reduce -4.4% 410,401 $38.6M
Rockefeller Capital Management L.P. 0.11% Add +48.2% 406,712 $38.3M
Raymond James Financial Services Advisors, Inc. 0.06% Add +10.5% 403,112 $38.0M
Conning Inc. 1.29% Add +4.1% 403,643 $37.9M
Atalanta Sosnoff Capital, LLC 0.87% Add +6.6% 398,265 $37.5M
Teewinot Capital Advisers, L.L.C. 3.92% Add +29.1% 397,039 $37.4M
Renaissance Technologies 0.06% New 396,983 $37.4M
Todd Asset Management LLC 0.74% Reduce -7.1% 385,793 $36.3M
Hosking Partners LLP 1.32% Reduce -0.3% 380,009 $35.8M
American International Group, Inc. 0.13% Reduce -1.5% 376,736 $35.5M
Fiduciary Trust Co 0.54% Reduce -0.5% 376,469 $35.4M
Basswood Capital Management, L.L.C. 2.03% No change 369,259 $34.8M
Ferguson Wellman Capital Management, Inc. 0.70% Reduce -3.1% 364,451 $34.3M
Gradient Investments LLC 0.79% Add +4.3% 363,672 $34.2M
Quadrature Capital Ltd 0.58% New 357,794 $33.7M
Arizona State Retirement System 0.23% Add +1.0% 353,251 $33.3M
Nomura Asset Management Co. Ltd. 0.12% Add +2.6% 350,693 $33.0M
Swiss Life Asset Management Ltd 0.45% Add +50.9% 346,186 $32.6M
Madison Asset Management, LLC 0.40% Add +3.0% 346,088 $32.6M
State of Michigan Retirement System 0.17% Reduce -0.8% 343,226 $32.3M
Cibc World Markets Corp. 0.21% Reduce -14.2% 335,362 $31.6M
Comerica Bank 0.14% Add +0.9% 334,715 $31.5M
Chilton Capital Management LLC 1.48% Add +7.7% 331,500 $31.2M
GW&K Investment Management, LLC 0.28% Reduce -1.1% 331,355 $31.2M
Marshall Wace, LLP 0.05% Add +86.1% 330,400 $31.1M
Degroof Petercam Asset Management 0.37% Reduce -0.8% 330,200 $31.1M
Janney Montgomery Scott LLC 0.09% Reduce -4.2% 325,519 $30.7M
Deroy & Devereaux Private Investment Counsel Inc. 1.85% Reduce -2.3% 322,065 $30.3M
Varma Mutual Pension Insurance Co 0.26% Add +488.0% 318,700 $30.0M
Vontobel Holding Ltd. 0.24% Add +4.2% 313,929 $29.6M
KBC Group NV 0.09% Reduce -50.5% 310,921 $29.3M
Matrix Asset Advisors Inc. 3.44% Reduce -0.2% 305,900 $28.8M
Erste Asset Management GmbH 0.39% Add +14.1% 306,256 $28.7M
Adams Diversified Equity Fund, Inc. 1.01% Reduce -12.9% 302,269 $28.5M
Oppenheimer Asset Management Inc. 0.41% Reduce -11.8% 300,089 $28.3M
SG Americas Securities, LLC 0.15% Add +406.7% 298,806 $28.1M
Forsta Ap-Fonden 0.24% Add +19.8% 297,163 $28.0M
CIBC Private Wealth Group LLC 0.05% Reduce -55.0% 296,262 $27.7M
MetLife Investment Management, LLC 0.18% Reduce -4.5% 291,719 $27.5M
Mn Services Vermogensbeheer B.V. 0.20% New 290,600 $27.4M
Texas Permanent School Fund Corp. 0.22% Reduce -0.2% 289,535 $27.3M
Mackenzie Financial Corp. 0.04% Add +5.7% 282,741 $26.6M
Blue Chip Partners, LLC 2.53% Add +1.7% 276,979 $26.1M
Badgley Phelps Wealth Managers, LLC 0.65% Reduce -33.6% 276,473 $26.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -0.6% 275,024 $25.9M
Harvest Portfolios Group Inc. 1.01% Reduce -3.0% 274,191 $25.8M
Heritage Investors Management Corp. 0.90% Add +1.6% 269,887 $25.4M
Bank of Nova Scotia 0.05% Reduce -67.5% 267,907 $25.2M
NFJ Investment Group, LLC 0.69% Reduce -0.1% 267,069 $25.1M
Gabelli Funds LLC 0.19% Reduce -2.2% 265,521 $25.0M
Nomura Holdings Inc. 0.20% Add +98.0% 265,085 $25.0M
UMB Bank, n.a. 0.39% Reduce -51.1% 264,798 $24.9M
Keybank National Association 0.10% Reduce -1.9% 257,678 $24.3M
Maple Capital Management, Inc. 2.20% Add +2.7% 257,220 $24.2M
Bollard Group LLC 0.73% Add +1.4% 255,874 $24.1M
Amalgamated Bank 0.20% Reduce -15.2% 254,342 $23.9M
Crossmark Global Holdings, Inc. 0.46% Add +3.9% 251,840 $23.7M
Bornite Capital Management LP 3.94% New 250,000 $23.5M
IFM Investors Pty Ltd 0.26% Reduce -0.9% 249,002 $23.4M
TD Waterhouse Canada Inc. 0.17% Reduce -15.6% 237,046 $23.3M
MML Investors Services, LLC 0.09% Add +10.3% 243,929 $23.0M
ProShare Advisors LLC 0.06% Reduce -7.0% 242,711 $22.9M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -9.3% 240,428 $22.6M
Ninety One UK Ltd 0.06% Reduce -3.2% 238,947 $22.5M
Capital Group Private Client Services, Inc. 0.23% Add +224.4% 238,839 $22.5M
Valley Wealth Managers, Inc. 1.69% Reduce -1.8% 238,584 $22.5M
Annex Advisory Services, LLC 0.80% Add +12.0% 238,497 $22.5M
Two Sigma Investments, LP 0.06% New 237,347 $22.3M
Connors Investor Services Inc. 2.34% Add +0.3% 235,830 $22.2M
Baird Financial Group, Inc. 0.05% Add +7.0% 231,561 $21.8M
Cerity Partners LLC 0.06% Add +47.1% 230,294 $21.7M
Beacon Investment Advisory Services, Inc. 0.93% Add +1.7% 229,645 $21.6M
Ossiam 0.38% Reduce -37.8% 229,007 $21.6M
Curi Capital, LLC 0.50% Add +0.1% 228,243 $21.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +6.6% 244,126 $21.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% Reduce -51.0% 229,079 $21.4M
Assetmark, Inc. 0.07% Add +5.4% 227,242 $21.4M
Edge Capital Group, LLC 1.05% Add +6.2% 224,451 $21.1M
Abner Herrman & Brock LLC 2.64% Add +23.8% 224,219 $21.1M
QRG Capital Management, Inc. 0.27% Reduce -8.9% 224,109 $21.1M
Chartwell Investment Partners, LLC 0.72% Add +0.8% 221,706 $20.9M
Czech National Bank 0.27% Reduce -0.4% 220,453 $20.8M
Bailard, Inc. 0.56% Reduce -0.1% 215,988 $20.3M
Cetera Investment Advisers 0.05% Add +115.0% 223,668 $20.3M
Payden & Rygel Investment Group 1.37% — 212,600 $20.0M
Payden & Rygel 1.37% Reduce -37.6% 212,600 $20.0M
USS Investment Management Ltd 0.16% Add +2.9% 212,195 $20.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.57% Reduce -3.2% 210,951 $19.9M
Moody LYNN Lieberson & Walker, LLC 1.33% Reduce -3.8% 210,631 $19.8M
CIBC Asset Management Inc 0.07% Add +5.8% 210,242 $19.8M
First Trust Advisors LP 0.02% Reduce -90.3% 207,912 $19.6M
LVM Capital Management Ltd. 2.27% Add +1.3% 204,310 $19.2M
Certuity, LLC 1.70% Add +0.0% 203,251 $19.1M
Utah Retirement Systems 0.22% Reduce -2.7% 202,968 $19.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% No change 202,252 $19.0M
Robeco Institutional Asset Management B.V. 0.04% Reduce -42.1% 200,572 $18.9M
J.P. Marvel Investment Advisors, LLC 3.27% Reduce -0.1% 200,512 $18.9M
Copeland Capital Management, LLC 0.34% Add +40.7% 198,591 $18.7M
Brown Advisory Inc. 0.02% Add +35.8% 198,053 $18.6M
Public Sector Pension Investment Board 0.13% Reduce -0.1% 197,110 $18.6M
Worldquant Millennium Advisors LLC 0.23% Add +38.2% 196,484 $18.5M
O'shaughnessy Asset Management, LLC 0.20% Add +11.4% 194,537 $18.3M
Cinctive Capital Management LP 0.94% Add +2.8% 193,570 $18.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Add +4.8% 192,233 $18.1M
Moore Capital Management, LP 0.38% New 190,190 $17.9M
GAMCO Investors 0.18% Reduce -8.2% 189,710 $17.9M
New York Life Investment Management LLC 0.18% Reduce -4.1% 189,600 $17.9M
Ilmarinen Mutual Pension Insurance Co 0.22% No change 188,484 $17.7M
Bridger Management, LLC 7.97% Add +3.2% 187,714 $17.7M
MAI Capital Management 0.18% Add +5.2% 186,663 $17.6M
Mutual of America Capital Management LLC 0.19% Reduce -1.8% 185,308 $17.4M
Pacific Heights Asset Management LLC 1.43% No change 185,000 $17.4M
Osaic Holdings, Inc. 0.04% Reduce -37.5% 183,922 $17.3M
Candriam S.C.A. 0.11% Reduce -18.8% 183,615 $17.3M
Yousif Capital Management, LLC 0.19% Reduce -1.9% 182,509 $17.2M
Nexus Investment Management ULC 1.65% Add +6.2% 182,027 $17.1M
Guggenheim Capital LLC 0.12% Reduce -6.8% 181,072 $17.0M
NorthCrest Asset Manangement, LLC 0.58% Add +2.7% 179,810 $16.9M
Philadelphia Financial Management of San Francisco, LLC 3.48% New 176,724 $16.6M
Edgar Lomax Co. 1.02% Add +3.3% 175,255 $16.5M
HUB Investment Partners, LLC 0.91% Add +2.9% 174,959 $16.5M
Peapack Gladstone Financial Corp. 0.26% Add +13.8% 174,000 $16.4M
Xponance LLC 0.17% Add +5.8% 172,984 $16.3M
CTC LLC 0.27% New 172,183 $16.2M
Creative Planning 0.02% Add +11.2% 169,552 $16.0M
Grand Jean Capital Management Inc. 4.18% Add +4.2% 168,170 $15.8M
Teacher Retirement System of Texas 0.10% Reduce -37.8% 167,686 $15.8M
Blair William & Co. 0.05% Add +1.7% 164,752 $15.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -7.4% 164,559 $15.5M
Daiichi Life Insurance Co., Ltd. 0.35% Reduce -8.6% 163,628 $15.4M
Appleton Partners Inc. 1.19% Add +3.0% 162,241 $15.3M
Pathstone Holdings, LLC 0.07% Reduce -8.0% 160,287 $15.1M
Mercer Global Advisors Inc. 0.04% Reduce -3.0% 160,051 $15.1M
Easterly Investment Partners LLC 1.13% Add +24.1% 157,569 $14.8M
Glenmede Trust Co. NA 0.07% Reduce -2.9% 156,809 $14.8M
Pittenger & Anderson Inc. 0.60% Reduce -0.1% 156,160 $14.7M
Janney Capital Management LLC 0.98% Add +5032.8% 155,987 $14.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -4.5% 155,447 $14.6M
FineMark National Bank & Trust 0.54% Add +1.6% 155,363 $14.6M
Prudential PLC 0.12% Add +82.5% 154,441 $14.5M
Scotia Capital Inc. 0.08% Add +1.7% 151,196 $14.2M
Telos Capital Management, Inc. 1.58% Add +5.7% 149,252 $14.1M
State of Alaska, Department of Revenue 0.16% Reduce -3.1% 149,022 $14.0M
Wesbanco Bank Inc. 0.53% Add +35.1% 149,007 $14.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +3.1% 147,466 $13.9M
Argent Trust Co 0.61% Reduce -1.1% 143,932 $13.6M
Nissay Asset Management Corp. /Japan 0.09% Reduce -1.7% 142,048 $13.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.3% 140,484 $13.2M
Greenwich Wealth Management LLC 1.05% Add +470.4% 139,564 $13.1M
Capital International, Inc. 0.18% Add +22.4% 138,482 $13.0M
Fred Alger Management, LLC 0.06% Add +12.7% 138,383 $13.0M
Calamos Wealth Management LLC 0.74% Reduce -0.2% 136,404 $12.8M
Focus Partners Wealth 0.10% Add +1989.9% 136,367 $12.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +3.7% 135,734 $12.8M
Trexquant Investment LP 0.25% New 134,875 $12.7M
Oppenheimer & Co. Inc. 0.20% Reduce -11.9% 130,780 $12.3M
Viking Fund Management LLC 2.22% No change 130,150 $12.3M
Oak Harvest Investment Services 1.99% Add +56.3% 127,507 $12.0M
Daiwa Securities Group Inc. 0.07% Add +6.7% 126,014 $11.9M
Eagle Capital Management LLC 0.05% Reduce -2.3% 125,918 $11.9M
Cwm, LLC 0.06% Add +3.8% 125,198 $11.8M
Envestnet Portfolio Solutions, Inc. 0.04% Add +12.8% 125,000 $11.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -49.6% 125,000 $11.8M
Kestra Private Wealth Services, LLC 0.26% Add +9.2% 122,157 $11.5M
Captrust Financial Advisors 0.04% Reduce -27.3% 122,065 $11.5M
ING Groep NV 0.08% New 121,563 $11.4M
Grassi Investment Management 1.03% Reduce -0.4% 120,750 $11.4M
Ethic Inc. 0.28% Add +30.4% 119,526 $11.3M
Intact Investment Management Inc. 0.44% Add +47.0% 118,800 $11.2M
SPX Gestao de Recursos Ltda 0.97% New 117,610 $11.1M
Nixon Peabody Trust Co. 1.00% Add +5.5% 115,965 $10.9M
Socorro Asset Management LP 4.17% Add +2.7% 115,933 $10.9M
BTC Capital Management, Inc. 0.99% — 115,426 $10.9M
Achmea Investment Management B.V. 0.21% No change 115,285 $10.9M
Svenska Handelsbanken AB (publ) 3.41% — 114,745 $10.8M
NorthCoast Asset Management LLC 0.14% Add +493.6% 112,818 $10.6M
Dupont Capital Management Corp. 0.88% No change 112,672 $10.6M
Elo Mutual Pension Insurance Co 0.25% Add +3.7% 112,477 $10.6M
Illinois Municipal Retirement Fund 0.16% Add +81.2% 111,005 $10.5M
Earnest Partners LLC 0.05% Reduce -50.5% 109,069 $10.3M
Capital Analysts, LLC 0.48% Add +1.4% 109,018 $10.3M
Boston Common Asset Management, LLC 0.24% Reduce -44.5% 108,287 $10.2M
Thompson Siegel & Walmsley LLC 0.16% Add +23.6% 107,172 $10.1M
Oregon Public Employees Retirement Fund 0.20% Add +8.6% 107,092 $10.1M
Credit Agricole S A 0.17% Add +647.0% 110,744 $10.0M
Greystone Financial Group, LLC 1.99% Add +2.3% 105,819 $10.0M
Ieq Capital, LLC 0.14% Add +3.8% 104,840 $9.9M
Gulf International Bank (UK) Ltd 0.25% Add +0.6% 103,583 $9.8M
Lowe Brockenbrough & Co. Inc. 0.65% Add +17.2% 102,655 $9.7M
New Republic Capital, LLC 6.10% Add +0.2% 102,103 $9.6M
B. Metzler seel. Sohn & Co. AG 0.11% Add +22.3% 101,949 $9.6M
Quantitative Investment Management, LLC 0.56% New 100,935 $9.5M
Private Advisor Group, LLC 0.07% Add +12.3% 99,158 $9.3M
Groupama Asset Managment 0.17% Reduce -27.9% 78,475 $9.3M
NewEdge Advisors, LLC 0.08% Reduce -16.5% 98,152 $9.2M
General Pension Society PZU Joint Stock Co 2.57% No change 97,369 $9.2M
Balyasny Asset Management L.P. 0.02% Reduce -36.2% 96,380 $9.1M
Kestra Advisory Services, LLC 0.06% Add +15.0% 96,333 $9.1M
Bokf, NA 0.16% Add +81.6% 96,595 $9.0M
Wealthfront Advisers LLC 0.03% Add +1.4% 95,946 $9.0M
Hotchkis & Wiley Capital Management LLC 0.03% Add +15.3% 95,845 $9.0M
Kentucky Retirement Systems 0.27% Reduce -5.9% 95,141 $9.0M
SteelPeak Wealth, LLC 0.46% Add +6.7% 94,938 $8.9M
Vanguard Personalized Indexing Management, LLC 0.19% Add +23.1% 94,877 $8.9M
Aptus Capital Advisors, LLC 0.19% Add +8.6% 94,617 $8.9M
Ziegler Capital Management, LLC 0.34% Reduce -3.3% 94,467 $8.9M
Citadel Advisors 0.01% Reduce -70.0% 93,831 $8.8M
Orion Porfolio Solutions, LLC 0.09% Reduce -0.1% 93,444 $8.8M
Orion Portfolio Solutions, LLC 0.09% Reduce -0.1% 93,444 $8.8M
Liontrust Investment Partners LLP 0.12% Reduce -2.1% 93,000 $8.8M
Howe & Rusling Inc. 0.84% Add +1.8% 92,874 $8.7M
Natixis 0.05% Reduce -89.2% 92,602 $8.7M
Banco Santander, S.A. 0.10% Reduce -1.5% 92,122 $8.7M
American Assets Investment Management, LLC 0.82% No change 92,000 $8.7M
Core Alternative Capital 1.53% Reduce -8.8% 90,547 $8.5M
Cornerstone Advisors, LLC 0.35% Reduce -5.8% 90,200 $8.5M
Atria Investments, Inc 0.12% Add +3.4% 88,892 $8.4M
Point72 Asset Management 0.02% Reduce -70.3% 88,681 $8.4M
Mediolanum International Funds Ltd 0.13% — 88,808 $8.3M
Maryland State Retirement & Pension System 0.16% Reduce -1.9% 91,840 $8.3M
Cresset Asset Management, LLC 0.04% Add +21.9% 86,950 $8.2M
Banque Pictet & Cie SA 0.08% Reduce -0.9% 85,646 $8.1M
Orange Investment Advisors, Inc. 0.96% Add +32.2% 85,489 $8.0M
AQR Capital Management 0.01% Reduce -17.6% 85,553 $8.0M
Pacer Advisors, Inc. 0.02% Add +2.4% 85,188 $8.0M
Lyell Wealth Management, LP 0.81% Add +6.5% 84,254 $7.9M
Advisors Asset Management, Inc. 0.15% Reduce -3.0% 83,786 $7.9M
D.A. Davidson & Co. 0.07% Add +7.7% 83,159 $7.8M
Kintegral Advisory, LLC 0.77% Reduce -0.3% 81,909 $7.7M
Advocate Group LLC 1.53% Add +11.3% 81,713 $7.7M
McGuire Investment Group, LLC 1.12% Add +1.6% 81,660 $7.7M
AlTi Global, Inc. 0.21% Reduce -26.1% 81,529 $7.7M
Hartford Investment Management Co. 0.27% Reduce -5.0% 80,994 $7.6M
Calydon Capital 1.42% Add +28.8% 79,140 $7.5M
Two Sigma Advisers, LP 0.02% Add +1326.8% 79,900 $7.5M
Amica Mutual Insurance Co. 0.76% Add +20.1% 79,503 $7.5M
Hourglass Capital, LLC 2.25% Reduce -0.4% 79,227 $7.5M
Texas Capital Bank Wealth Management Services Inc 0.82% Add +17.2% 79,013 $7.4M
Avitas Wealth Management LLC 1.11% Add +1.4% 77,251 $7.3M
White Pine Investment CO 2.14% Reduce -5.0% 76,794 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -4.0% 76,496 $7.2M
Westbourne Investment Advisors, Inc. 2.65% Add +0.9% 76,442 $7.2M
Fiduciary Alliance LLC 1.27% Reduce -1.9% 76,764 $7.2M
Financial Counselors Inc. 0.12% Add +411.4% 76,116 $7.2M
Montag A & Associates Inc. 0.36% Reduce -1.7% 76,052 $7.2M
Greenwood Capital Associates LLC 0.95% Add +21.1% 75,939 $7.2M
Banque Cantonale Vaudoise 0.28% Add +31.8% 75,821 $7.1M
Steward Partners Investment Advisory, LLC 0.08% Add +17.1% 75,745 $7.1M
Allianz SE 0.22% — 75,359 $7.1M
Avantax Advisory Services, Inc. 0.06% Add +2.6% 74,827 $7.0M
Burns J W & Co. Inc. 0.98% Reduce -4.3% 74,554 $7.0M
Intech Investment Management LLC 0.10% Reduce -73.2% 74,544 $7.0M
DCM Advisors, LLC 2.87% Reduce -7.4% 73,948 $7.0M
Securian Asset Management, Inc. 0.20% Reduce -7.8% 73,788 $6.9M
Oliver Luxxe Assets LLC 1.45% Reduce -0.1% 73,617 $6.9M
Bernzott Capital Advisors 2.74% Add +40.1% 73,424 $6.9M
Louisiana State Employees Retirement System 0.13% Reduce -4.6% 72,900 $6.9M
Hennessy Advisors Inc. 0.29% Add +2.8% 72,700 $6.8M
Baugh & Associates, LLC 3.63% Reduce -0.3% 72,501 $6.8M
Cyrus J. Lawrence, LLC 1.50% — 71,987 $6.8M
Integrated Advisors Network LLC 0.34% Add +115.5% 70,622 $6.6M
German American Bancorp, Inc. 0.80% Add +7.9% 70,348 $6.6M
Logan Capital Management Inc. 0.28% Add +18.5% 68,736 $6.5M
Baxter Bros Inc. 0.83% Add +1.3% 68,722 $6.5M
Albion Financial Group 0.49% Add +3.1% 67,681 $6.4M
Flputnam Investment Management Co. 0.13% Reduce -1.0% 65,610 $6.2M
Iowa State Bank 1.34% Add +2.5% 64,415 $6.1M
CI Investments Inc. 0.02% Reduce -35.0% 64,393 $6.1M
New Mexico Educational Retirement Board 0.22% Reduce -6.0% 63,710 $6.0M
Wolverine Trading, LLC 0.06% Reduce -90.0% 63,695 $6.0M
Townsquare Capital LLC 0.09% Add +7.8% 62,885 $5.9M
Heritage Trust Co 0.79% Add +2.5% 62,374 $5.9M
Lido Advisors, LLC 0.05% Reduce -10.2% 62,274 $5.9M
Sandler Capital Management 0.70% New 60,950 $5.7M
Providence Capital Advisors, LLC 1.24% New 60,400 $5.7M
Tidal Investments LLC 0.10% Add +2.6% 60,228 $5.7M
Assenagon Asset Management S.A. 0.01% Reduce -0.3% 59,410 $5.6M
Xcel Wealth Management, LLC 1.75% Reduce -2.7% 58,945 $5.6M
Becker Capital Management Inc. 0.19% Reduce -3.5% 58,894 $5.5M
Cunning Capital Partners, LP 3.07% Add +66.0% 58,878 $5.5M
MassMutual Private Wealth & Trust, FSB 0.17% Add +33.9% 57,433 $5.4M
Coldstream Capital Management Inc. 0.14% Reduce -1.2% 57,060 $5.4M
Aureus Asset Management, LLC 0.37% Add +8.1% 56,870 $5.4M
Foundations Investment Advisors, LLC 0.14% Reduce -4.6% 56,631 $5.3M
Geller Advisors LLC 0.43% Add +0.3% 56,446 $5.3M
First Hawaiian Bank 0.17% Add +2.5% 56,296 $5.3M
Synovus Financial Corp. 0.07% Add +3.8% 56,082 $5.3M
Braun Stacey Associates Inc. 0.21% Reduce -77.4% 56,088 $5.3M
Atria Wealth Solutions, Inc. 0.06% Add +8.2% 56,030 $5.3M
Quantinno Capital Management LP 0.11% Add +26.1% 55,531 $5.2M
Old Second National Bank of Aurora 1.35% Reduce -1.5% 55,285 $5.2M
Federation des caisses Desjardins du Quebec 0.04% Add +28.3% 55,130 $5.2M
SpiderRock Advisors, LLC 0.17% — 58,063 $5.1M
APG Asset Management N.V. 0.01% Add +19.6% 57,992 $5.1M
Huntington National Bank 0.05% Add +6.1% 53,320 $5.0M
Parallel Advisors, LLC 0.14% Reduce -0.5% 53,187 $5.0M
Trifecta Capital Advisors, LLC 1.22% Add +3.2% 53,104 $5.0M
Private Wealth Partners, LLC 0.40% Reduce -17.2% 52,986 $5.0M
Lorne Steinberg Wealth Management Inc. 1.55% Add +0.3% 52,873 $5.0M
Van Hulzen Asset Management, LLC 0.33% New 52,771 $5.0M
Metis Global Partners, LLC 0.18% Reduce -0.1% 52,290 $4.9M
Consolidated Investment Group LLC 0.79% No change 51,600 $4.9M
Metropolitan Life Insurance Co 0.21% Reduce -1.8% 50,529 $4.8M
Meiji Yasuda Life Insurance Co 0.10% Add +14.0% 50,527 $4.8M
Level Four Advisory Services, LLC 0.26% Add +6.5% 50,767 $4.7M
E. Ohman J:or Asset Management AB 0.12% Add +2.7% 50,226 $4.7M
D L Carlson Investment Group Inc. 0.92% Reduce -1.7% 50,103 $4.7M
Ameritas Investment Partners, Inc. 0.16% Add +7.5% 49,616 $4.7M
Glenview Trust Co 0.10% Reduce -14.2% 49,174 $4.6M
Ballentine Partners, LLC 0.09% Add +3.1% 49,067 $4.6M
Reliant Investment Management, LLC 2.16% New 48,838 $4.6M
Empirical Finance, LLC 0.28% Add +3.3% 48,371 $4.6M
Jupiter Wealth Management LLC 2.41% Add +2.6% 47,608 $4.6M
Tiaa Trust, National Association 0.01% Reduce -70.1% 48,206 $4.5M
Elk River Wealth Management LLC 0.92% Reduce -9.1% 48,144 $4.5M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +19.6% 48,033 $4.5M
Institutional & Family Asset Management, LLC 0.72% Reduce -7.0% 47,922 $4.5M
K.J. Harrison & Partners Inc 0.70% Add +36.6% 47,800 $4.5M
First Manhattan Co. Llc. 0.01% Reduce -1.6% 47,720 $4.5M
Joel Isaacson & Co., LLC 0.25% Add +6.8% 47,641 $4.5M
Trajan Wealth LLC 0.30% — 46,709 $4.4M
Simon Quick Advisors, LLC 0.33% Add +1.4% 46,428 $4.4M
Ceeto Capital Group, LLC 1.79% Reduce -22.7% 46,355 $4.4M
Vestcor Inc 0.15% Add +74.2% 45,826 $4.3M
SkyOak Wealth, LLC 1.02% Add +3.9% 45,385 $4.3M
Linscomb Wealth, Inc. 0.22% Add +6.5% 44,774 $4.2M
Torray Investment Partners LLC 0.63% New 44,623 $4.2M
HB Wealth Management, LLC 0.05% Add +4.8% 44,553 $4.2M
Two Sigma Securities, LLC 0.20% New 44,525 $4.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.50% Add +23.5% 44,412 $4.2M
Norinchukin Bank, The 0.12% Reduce -2.2% 44,226 $4.2M
LSV Asset Management 0.01% Reduce -96.8% 43,900 $4.1M
CENTRAL TRUST Co 0.10% Reduce -3.8% 43,817 $4.1M
Investment Management Corp of Ontario 0.12% Reduce -36.0% 43,753 $4.1M
Global Wealth Management Investment Advisory, Inc. 1.01% Add +0.3% 43,630 $4.1M
First National Bank of Omaha 0.28% Add +27.4% 35,171 $4.1M
Sequoia Financial Advisors, LLC 0.05% Reduce -25.6% 43,094 $4.1M
Highland Capital Management, LLC 0.23% Reduce -1.2% 43,082 $4.1M
Pinnacle Wealth Management Advisory Group, LLC 0.43% Reduce -2.0% 42,678 $4.0M
Stock Yards Bank & Trust Co. 0.13% Add +2.5% 42,649 $4.0M
Tudor Investment Corporation 0.05% New 42,265 $4.0M
Lincoln National Corp. 0.06% Reduce -16.1% 42,628 $4.0M
Hodges Capital Management Inc. 0.25% Reduce -30.2% 41,996 $4.0M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Reduce -8.2% 41,343 $3.9M
Roanoke Asset Management Corp./ NY 1.28% Reduce -0.2% 41,013 $3.9M
Cypress Financial Planning LLC 1.76% New 40,778 $3.8M
Cyndeo Wealth Partners, LLC 0.32% Add +60.1% 40,765 $3.8M
MainStreet Investment Advisors LLC 0.46% Reduce -11.5% 40,614 $3.8M
Davis-Rea LTD. 1.73% New 40,300 $3.8M
Tower Research Capital LLC (TRC) 0.09% Reduce -76.5% 40,009 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.10% Reduce -0.6% 39,753 $3.7M
Sigma Planning Corp 0.12% Add +110.8% 39,679 $3.7M
Mayflower Financial Advisors, LLC 0.62% Reduce -3.0% 39,500 $3.7M
Carlson Capital, L.P. 0.30% New 39,500 $3.7M
United Services Automobile Association 0.09% No change 39,366 $3.7M
HighPoint Advisor Group LLC 0.26% Add +1.9% 37,503 $3.7M
Financial Advisory Partners, LLC 1.43% New 39,221 $3.7M
Gladstone Institutional Advisory LLC 0.20% Reduce -30.5% 39,006 $3.7M
GLOBALT Investments LLC / GA 0.15% Reduce -1.6% 38,709 $3.6M
Vinva Investment Management Ltd 0.20% Add +7.9% 38,382 $3.6M
Vestor Capital, LLC 0.30% Reduce -2.8% 38,341 $3.6M
United Capital Financial Advisors, LLC 0.03% Reduce -2.0% 38,246 $3.6M
Infrastructure Capital Advisors, LLC 0.57% Add +10.5% 38,206 $3.6M
City Holding Co. 0.53% Add +0.6% 37,637 $3.5M
Cary Street Partners Investment Advisory LLC 0.15% Add +141.3% 37,616 $3.5M
Lazard Asset Management LLC 0.00% Reduce -10.3% 37,130 $3.5M
Patten & Patten Inc. 0.25% Add +0.3% 36,834 $3.5M
Independent Advisor Alliance 0.13% Reduce -0.6% 36,804 $3.5M
Morningstar Investment Management LLC 0.37% No change 36,600 $3.4M
Lombard Odier Asset Management (Switzerland) SA 0.24% Add +165.4% 36,242 $3.4M
Adell Harriman & Carpenter Inc. 0.28% Reduce -12.8% 36,220 $3.4M
Alley Investment Management Company, LLC 0.47% No change 36,039 $3.4M
Stonegate Investment Group, LLC 0.11% Reduce -3.6% 36,016 $3.4M
Occidental Asset Management, LLC 0.63% Add +6.9% 35,990 $3.4M
First National Trust Co 0.14% Add +3.1% 35,841 $3.4M
Sandy Cove Advisors, LLC 1.54% Reduce -33.7% 35,504 $3.3M
Wealthspire Advisors, LLC 0.04% Reduce -4.9% 35,296 $3.3M
Canandaigua National Bank & Trust Co. 0.49% Reduce -22.8% 35,266 $3.3M
Cullinan Associates Inc. 0.19% Reduce -68.5% 35,220 $3.3M
KMG Fiduciary Partners, LLC 0.34% Add +5.1% 35,219 $3.3M
Geneos Wealth Management Inc. 0.15% Add +7.3% 35,152 $3.3M
Lake Street Advisors Group, LLC 0.15% Add +3.6% 35,077 $3.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -96.4% 35,026 $3.3M
Sculati Wealth Management, LLC 1.43% Reduce -3.9% 35,013 $3.3M
Zenyatta Capital Management LP 4.43% Reduce -72.0% 35,000 $3.3M
Empowered Funds, LLC 0.06% Add +7.0% 34,982 $3.3M
Siemens Fonds Invest GmbH 0.25% Reduce -1.7% 34,946 $3.3M
RNC Capital Management LLC 0.19% Reduce -12.8% 34,670 $3.3M
Community Trust & Investment Co. 0.23% Add +8.1% 34,652 $3.3M
Van Eck Associates Corp. 0.00% Add +22.7% 34,454 $3.2M
Shelton Capital Management 0.09% Reduce -75.4% 34,298 $3.2M
Shorepoint Capital Partners LLC 0.79% Add +1.6% 34,243 $3.2M
Compagnie Lombard Odier SCmA 0.06% Add +12.3% 34,125 $3.2M
Integrated Wealth Concepts LLC 0.05% Add +6.9% 33,997 $3.2M
Lanark Financial, Inc. 0.30% Add +541.6% 33,967 $3.2M
Pitcairn Co. 0.21% Reduce -10.3% 33,861 $3.2M
Mizuho Markets Cayman LP 1.95% No change 34,111 $3.2M
Capital International Sarl 0.11% Reduce -39.8% 33,668 $3.2M
AIA Group Ltd 0.10% Add +96.6% 33,598 $3.2M
Rakuten Investment Management, Inc. 0.02% Add +977.1% 33,499 $3.2M
SYSTM Wealth Solutions LLC 0.40% Add +14.0% 33,497 $3.2M
Dana Investment Advisors, Inc. 0.10% Reduce -11.5% 33,423 $3.1M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -16.8% 33,141 $3.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -41.8% 33,134 $3.1M
Ritholtz Wealth Management 0.11% Add +3.4% 33,086 $3.1M
S&co Inc. 0.22% Add +137.4% 33,038 $3.1M
Union Heritage Capital, LLC 1.23% Add +18.3% 32,814 $3.1M
Raymond James Trust N.A. 0.07% Add +0.0% 32,700 $3.1M
Pinnacle Wealth Management Group, Inc. 2.29% Add +0.5% 32,677 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -2.5% 32,513 $3.1M
First Citizens Bank & Trust Co. 0.06% Add +17.7% 32,502 $3.1M
Carret Asset Management, LLC 0.36% Add +3.8% 32,454 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Add +8.7% 32,345 $3.0M
Verition Fund Management LLC 0.03% Reduce -32.8% 32,214 $3.0M
Savant Capital, LLC 0.03% Add +5.5% 31,988 $3.0M
First Trust Direct Indexing L.P. 0.22% Add +14.7% 31,864 $3.0M
Praxis Investment Management Inc. 0.20% No change 31,741 $3.0M
NEOS Investment Management LLC 0.18% Add +77.0% 31,706 $3.0M
Palisade Asset Management, LLC 0.29% Reduce -0.3% 31,125 $2.9M
Advisory Services Network, LLC 0.07% Reduce -1.5% 31,112 $2.9M
Greenleaf Trust 0.03% Add +4.7% 30,796 $2.9M
Richard P Slaughter Associates Inc 0.70% Reduce -3.4% 30,653 $2.9M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -7.3% 30,499 $2.9M
Dimension Capital Management LLC 0.57% Reduce -2.0% 30,396 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +8.3% 30,229 $2.8M
Apollon Wealth Management, LLC 0.09% Add +17.5% 30,082 $2.8M
Gifford Fong Associates 0.78% No change 30,000 $2.8M
Stephens Inc. 0.04% Reduce -68.4% 29,945 $2.8M
Axxcess Wealth Management, LLC 0.08% Reduce -0.5% 29,586 $2.8M
Salem Investment Counselors Inc. 0.09% Add +8.2% 29,450 $2.8M
Vaughan Nelson Investment Management, L.P. 0.02% No change 29,040 $2.7M
Equitable Holdings, Inc. 0.03% Reduce -8.1% 28,736 $2.7M
Alberta Investment Management Corp 0.03% Reduce -27.3% 28,500 $2.7M
University of Texas/Texas Am Investment Management Co. 0.73% Reduce -0.9% 28,732 $2.7M
Brasada Capital Management, LP 0.48% Add +1.2% 28,419 $2.7M
Epoch Investment Partners, Inc. 0.01% Reduce -2.5% 28,353 $2.7M
XTX Topco Ltd 0.36% New 28,255 $2.7M
Bayesian Capital Management, LP 0.25% New 28,249 $2.7M
Meyer Handelman Co. 0.09% Reduce -51.1% 28,242 $2.7M
Capital International Ltd. 0.13% Reduce -45.0% 27,886 $2.6M
Arrow Financial Corp 0.26% Add +9.8% 27,859 $2.6M
Brooklyn Investment Group 1.13% Add +0.3% 28,002 $2.6M
SevenBridge Financial Group, LLC 0.59% Add +7.2% 27,837 $2.6M
KCM Investment Advisors LLC 0.10% Reduce -4.5% 27,656 $2.6M
Summit Financial, LLC 0.15% Reduce -1.0% 27,639 $2.6M
Culbertson A N & Co. Inc. 0.44% Reduce -1.4% 27,290 $2.6M
Lipe & Dalton 1.32% Add +0.0% 27,218 $2.6M
Harbor Capital Advisors, Inc. 0.33% Add +34.4% 27,123 $2.6M
Community Bank of Raymore 1.19% No change 26,940 $2.5M
Fidelis Capital Partners, LLC 0.38% Add +23.0% 26,571 $2.5M
Moody National Bank Trust Division 0.20% Reduce -1.7% 26,460 $2.5M
Asio Capital, LLC 0.53% Reduce -0.3% 26,429 $2.5M
Aspen Grove Capital, LLC 0.70% Add +3.6% 26,351 $2.5M
Ashton Thomas Private Wealth, LLC 0.14% Add +2.6% 26,328 $2.5M
Next Level Private LLC 1.14% Add +0.2% 26,303 $2.5M
New England Research & Management, Inc. 1.21% Add +27.6% 26,205 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -14.4% 26,082 $2.5M
Americana Partners, LLC 0.20% Add +112.0% 26,035 $2.5M
Capstone Investment Advisors, LLC 0.08% Add +63.8% 25,911 $2.4M
Bouvel Investment Partners, LLC 1.05% Add +1.9% 25,873 $2.4M
Loomis Sayles & Co. L P 0.00% Add +0.8% 25,787 $2.4M
HTLF Bank 0.28% Add +0.1% 25,644 $2.4M
Gries Financial LLC 0.40% Add +4.7% 25,598 $2.4M
Hunter Associates Investment Management LLC 0.40% Reduce -0.6% 25,528 $2.4M
Gotham Asset Management 0.04% Add +0.9% 25,527 $2.4M
International Assets Investment Management, LLC 0.25% New 908,398 $2.4M
Baldwin Investment Management, LLC 0.32% Add +18.3% 25,377 $2.4M
Transcend Capital Advisors, LLC 0.19% Reduce -1.7% 25,371 $2.4M
HCR Wealth Advisors 0.36% Reduce -0.6% 25,370 $2.4M
Clear Rock Advisors, LLC 1.03% Add +1.4% 25,220 $2.4M
LMCG Investments, LLC 0.14% Reduce -3.5% 25,080 $2.4M
New Age Alpha Advisors, LLC 1.42% No change 25,000 $2.4M
Franklin Street Advisors Inc. 0.17% No change 25,000 $2.4M
BOK Financial Private Wealth, Inc. 0.18% Reduce -6.9% 24,987 $2.4M
Texas Yale Capital Corp. 0.10% Reduce -0.1% 24,880 $2.3M
Northeast Investment Management 0.12% Reduce -1.4% 24,874 $2.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -13.7% 28,653 $2.3M
Community Bank, N.A. 0.31% Reduce -0.8% 24,709 $2.3M
Fulton Bank, N.A. 0.10% Add +6.5% 24,705 $2.3M
Stolper Co 0.83% Add +10.1% 24,578 $2.3M
Walleye Capital LLC 0.03% New 24,189 $2.3M
Coastline Trust Co 0.28% Reduce -9.6% 24,183 $2.3M
Glass Wealth Management Co LLC 1.37% — 23,830 $2.2M
Concentric Capital Strategies, LP 0.14% New 23,703 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +0.6% 24,130 $2.2M
Bleakley Financial Group, LLC 0.06% Add +2.0% 23,575 $2.2M
Mirabella Financial Services LLP 0.16% New 23,570 $2.2M
Arcus Capital Partners, LLC 0.70% No change 23,538 $2.2M
Griffin Asset Management, Inc. 0.26% Add +1.3% 23,514 $2.2M
Paloma Partners Management Co 0.46% New 23,491 $2.2M
Simplicity Wealth,LLC 0.05% New 23,473 $2.2M
Park Avenue Securities LLC 0.03% Reduce -9.6% 23,424 $2.2M
Wolff Wiese Magana LLC 1.90% Reduce -0.9% 23,402 $2.2M
TCTC Holdings, LLC 0.07% Reduce -0.7% 23,372 $2.2M
Caxton Associates LP 0.15% New 23,250 $2.2M
Cramer Rosenthal McGlynn LLC 0.12% Reduce -0.8% 23,243 $2.2M
Wilbanks Smith & Thomas Asset Management LLC 0.06% Reduce -9.0% 23,212 $2.2M
Signaturefd, LLC 0.05% Add +6.4% 23,134 $2.2M
Cacti Asset Management LLC 0.17% No change 22,000 $2.2M
CoreCap Advisors, LLC 0.12% Add +1.2% 23,095 $2.2M
Venture Visionary Partners LLC 0.10% Reduce -13.7% 23,086 $2.2M
Altrafin AG 0.79% Reduce -0.7% 23,023 $2.2M
Wright Investors Service Inc. 0.55% Add +2.7% 22,958 $2.2M
Sowell Financial Services LLC 0.10% Add +1.4% 22,932 $2.2M
Alpha DNA Investment Management LLC 1.18% Add +91.4% 22,820 $2.1M
Wedbush Securities Inc. 0.08% Add +31.7% 22,777 $2.1M
Caldwell Trust Co 0.25% Reduce -0.6% 22,469 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +20.7% 22,446 $2.1M
Regions Financial Corp. 0.02% Reduce -3.4% 22,235 $2.1M
PFG Investments, LLC 0.13% Add +29.7% 22,127 $2.1M
Capital Markets Trading UK LLP 1.50% New 21,992 $2.1M
DoubleLine ETF Adviser LP 0.52% Add +3.4% 21,868 $2.1M
Atlas Private Wealth Management, LLC 0.86% Add +9.6% 21,824 $2.1M
Granite Group Advisors, LLC 1.38% Reduce -0.7% 21,811 $2.1M
Cohen Klingenstein LLC 0.08% No change 21,800 $2.1M
Paralel Advisors LLC 0.09% No change 21,773 $2.1M
Burney Co./ 0.08% Reduce -3.5% 21,571 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -1.9% 21,299 $2.0M
Leavell Investment Management, Inc. 0.12% Reduce -5.1% 21,276 $2.0M
Alaethes Wealth, LLC 0.87% Reduce -1.3% 21,234 $2.0M
NorthRock Partners, LLC 0.08% Add +11.4% 21,208 $2.0M
Brevan Howard Capital Management LP 0.19% Add +844.9% 21,174 $2.0M
Prudent Man Advisors, LLC 0.74% Reduce -5.0% 21,003 $2.0M
Freedom Day Solutions, LLC 0.70% Reduce -2.4% 20,919 $2.0M
Ameliora Wealth Management Ltd. 0.89% Reduce -0.1% 20,870 $2.0M
Capital Asset Advisory Services LLC 0.11% Add +19.4% 21,205 $2.0M
Hudson Canyon Capital Management 1.26% No change 20,814 $2.0M
TrueMark Investments, LLC 1.79% Reduce -1.8% 20,710 $2.0M
Prospera Financial Services Inc 0.06% Add +1.3% 20,636 $1.9M
Werlinich Asset Management, LLC 1.27% Add +5.5% 20,770 $1.9M
IFG Advisory, LLC 0.14% Add +3.7% 20,589 $1.9M
YHB Investment Advisors, Inc. 0.17% Reduce -0.1% 20,523 $1.9M
Abn Amro Investment Solutions 0.03% Reduce -75.2% 20,513 $1.9M
Cary Street Partners Asset Management LLC 0.30% New 20,505 $1.9M
Dynasty Wealth Management, LLC 0.06% — 20,470 $1.9M
Hamilton Capital Partners Inc. 0.23% New 20,437 $1.9M
Grey Street Capital, LLC 0.26% New 20,427 $1.9M
Am Investment Strategies LLC 0.49% Add +0.9% 20,374 $1.9M
Hoey Investments, Inc. 0.43% Reduce -2.0% 20,335 $1.9M
FAS Wealth Partners, Inc. 0.17% Add +3.6% 20,274 $1.9M
LM Advisors LLC 0.33% Reduce -16.4% 20,121 $1.9M
Harvest Investment Advisors, LLC 1.40% Add +4.9% 19,929 $1.9M
Brown Brothers Harriman & Co. 0.01% Reduce -2.0% 19,696 $1.9M
Connectus Wealth, LLC 0.05% Reduce -32.1% 19,695 $1.9M
Bison Wealth, LLC 0.30% Add +0.8% 19,474 $1.8M
Commerzbank Aktiengesellschaft 0.06% Add +98.1% 19,413 $1.8M
TD Private Client Wealth LLC 0.06% Reduce -5.2% 19,349 $1.8M
Covenant Asset Management, LLC 0.44% Add +3.5% 19,339 $1.8M
Inspire Trust Co, N.A. 1.01% Add +132.5% 19,300 $1.8M
Capital Investment Counsel, Inc 0.31% Reduce -4.0% 19,283 $1.8M
Modera Wealth Management, LLC 0.03% Reduce -4.4% 19,265 $1.8M
LGT Group Foundation 0.04% Add +26.3% 19,191 $1.8M
Caprock Group, LLC 0.10% Add +3.6% 19,167 $1.8M
StoneX Group Inc. 0.16% Add +30.1% 19,082 $1.8M
SVB Wealth LLC 0.04% Reduce -0.3% 18,909 $1.8M
Forum Financial Management, LP 0.03% Reduce -0.8% 18,896 $1.8M
Capital Investment Advisors, LLC 0.04% Add +2.2% 18,721 $1.8M
Profund Advisors LLC 0.07% Add +2.3% 18,653 $1.8M
Valeo Financial Advisors, LLC 0.06% Add +11.5% 18,709 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -64.7% 18,577 $1.7M
Clough Capital Partners L P 0.19% No change 18,550 $1.7M
Acropolis Investment Management, LLC 0.11% Add +1.7% 18,415 $1.7M
Meeder Advisory Services, Inc. 0.18% Add +2.2% 18,386 $1.7M
Sumitomo Life Insurance Co. 0.04% Reduce -3.8% 18,301 $1.7M
Abbot Financial Management, Inc. 0.94% Reduce -0.1% 18,150 $1.7M
Delphi Management Inc. 1.32% Add +8.2% 18,103 $1.7M
Horizon Investments, LLC 0.04% Reduce -1.2% 18,044 $1.7M
Haverford Trust Co 0.02% Add +68.6% 17,815 $1.7M
Stratos Investment Management, LLC 0.16% New 17,760 $1.7M
Great Diamond Partners, LLC 0.38% Add +1.1% 17,548 $1.7M
A. D. Beadell Investment Counsel, Inc. 1.44% Reduce -1.0% 17,546 $1.7M
Institute for Wealth Management, LLC. 0.21% Reduce -0.6% 17,480 $1.6M
Howland Capital Management LLC 0.08% Reduce -7.2% 17,378 $1.6M
Oak Asset Management, LLC 0.61% Add +0.6% 17,358 $1.6M
Systematic Alpha Investments, LLC 0.07% No change 17,326 $1.6M
Whittier Trust Co. 0.02% Add +32.1% 17,229 $1.6M
McKinley Carter Wealth Services, Inc. 0.11% Add +6.5% 17,212 $1.6M
Insight Inv LLC 1.40% Add +0.5% 17,177 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Reduce -6.5% 17,084 $1.6M
Bradley Foster & Sargent Inc. 0.03% Reduce -4.4% 17,041 $1.6M
Teza Capital Management LLC 0.21% New 17,003 $1.6M
Symmetry Partners, LLC 0.12% Reduce -33.3% 16,953 $1.6M
Perigon Wealth Management, LLC 0.05% Reduce -9.6% 16,938 $1.6M
CW Advisors, LLC 0.03% Reduce -4.2% 16,912 $1.6M
Vident Advisory, LLC 0.03% Add +14.5% 16,753 $1.6M
Foster & Motley Inc. 0.11% Reduce -15.9% 16,660 $1.6M
Trust Investment Advisors 1.13% Reduce -3.2% 16,559 $1.6M
Snowden Capital Advisors LLC 0.05% Add +30.8% 16,542 $1.6M
Strategic Advisors LLC 0.31% Reduce -1.8% 16,478 $1.6M
River Street Advisors LLC 1.04% Add +3.9% 16,423 $1.5M
Schechter Investment Advisors, LLC 0.12% Reduce -16.0% 16,398 $1.5M
Trust Co. of Toledo NA 0.24% Add +41.0% 16,331 $1.5M
Lee Financial Co 0.26% Reduce -0.9% 16,299 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +1.9% 16,295 $1.5M
Belpointe Asset Management LLC 0.11% Reduce -12.2% 16,291 $1.5M
Convergence Investment Partners, LLC 0.58% Reduce -2.7% 16,190 $1.5M
Altman Advisors, Inc. 0.74% Add +76.8% 16,262 $1.5M
First National Advisers, LLC 0.34% Add +24.2% 16,555 $1.5M
V-Square Quantitative Management LLC 0.21% No change 16,100 $1.5M
Citizens Financial Group Inc. 0.05% Reduce -7.5% 16,072 $1.5M
Spire Wealth Management 0.03% Add +9.3% 15,977 $1.5M
Ironwood Investment Counsel, LLC 0.26% Add +3.1% 15,974 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +0.3% 15,954 $1.5M
Chesapeake Wealth Management 0.55% Reduce -2.3% 15,943 $1.5M
Mystic Asset Management, Inc. 0.62% Add +2.8% 15,924 $1.5M
Merit Financial Group, LLC 0.04% Add +79.2% 15,998 $1.5M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -86.0% 15,898 $1.5M
1ST Source Bank 0.09% Reduce -0.8% 15,835 $1.5M
Smith Salley Wealth Management 0.12% Reduce -4.0% 15,829 $1.5M
Decatur Capital Management, Inc. 0.80% Reduce -1.0% 15,720 $1.5M
Vanguard Capital Wealth Advisors 1.04% Reduce -13.7% 15,654 $1.5M
Wintrust Investments LLC 0.13% Reduce -2.6% 15,633 $1.5M
Wilkins Investment Counsel Inc. 0.21% New 15,570 $1.5M
Chemung Canal Trust Co. 0.28% Add +1.0% 15,531 $1.5M
Chatham Capital Group, Inc. 0.27% Add +14.7% 15,456 $1.5M
Mgo One Seven LLC 0.08% Reduce -14.6% 15,398 $1.4M
Courier Capital LLC 0.10% Reduce -0.6% 15,372 $1.4M
Northcape Wealth Management, LLC 0.53% Reduce -1.6% 15,349 $1.4M
Mirador Capital Partners LP 0.28% Add +12.0% 15,345 $1.4M
Bedell Frazier Investment Counselling, LLC 0.36% Reduce -5.6% 15,309 $1.4M
Checchi Capital Advisers, LLC 0.11% Reduce -4.0% 15,297 $1.4M
Trust Asset Management LLC 0.13% Reduce -0.6% 15,287 $1.4M
Argus Investors' Counsel, Inc. 0.88% Reduce -16.0% 15,280 $1.4M
SeaCrest Wealth Management, LLC 0.17% Reduce -6.6% 15,142 $1.4M
Centaurus Financial, Inc. 0.10% Reduce -14.2% 15,028 $1.4M
Paradigm Asset Management Co. LLC 0.36% Reduce -3.9% 14,900 $1.4M
Fifth Third Wealth Advisors LLC 0.22% Reduce -9.2% 14,888 $1.4M
Tocqueville Asset Management L.P. 0.02% Add +12.6% 14,839 $1.4M
Somerset Trust Co 0.57% Add +3.3% 14,837 $1.4M
White Pine Capital LLC 0.53% Add +0.3% 15,325 $1.4M
Crestwood Advisors Group, LLC 0.03% Reduce -88.8% 14,783 $1.4M
Aft, Forsyth & Sober, LLC 0.49% No change 14,700 $1.4M
Principal Securities, Inc. 0.04% Add +3.0% 14,672 $1.4M
Waterfront Wealth Inc. 0.39% Add +2.0% 14,904 $1.4M
Duff & Phelps Investment Management Co. 0.02% Add +3.3% 14,566 $1.4M
Beverly Hills Private Wealth, LLC 0.31% Add +70.9% 14,381 $1.4M
Fox Run Management, L.L.C. 0.29% New 14,378 $1.4M
Executive Wealth Group LLC 0.28% Add +202.0% 15,153 $1.4M
Bard Financial Services, Inc. 0.14% Add +0.4% 14,305 $1.3M
Excalibur Management Corp. 0.57% Add +4.5% 14,174 $1.3M
Diligent Investors, LLC 0.33% Add +0.1% 14,162 $1.3M
Berkeley Capital Partners, LLC 0.41% Add +15.5% 14,149 $1.3M
Granger Management LLC 0.26% Add +35.1% 13,969 $1.3M
Charter Oak Capital Management, LLC 0.14% New 13,956 $1.3M
Nvwm, LLC 0.36% Reduce -1.2% 13,948 $1.3M
AMG National Trust Bank 0.04% Add +0.4% 13,909 $1.3M
Capital Investment Advisory Services, LLC 0.14% Add +2.8% 13,815 $1.3M
Intrust Bank NA 0.14% Reduce -2.7% 13,784 $1.3M
Eagle Asset Management Inc. 0.01% Add +34.1% 13,849 $1.3M
Krilogy Financial LLC 0.10% New 13,717 $1.3M
Allworth Financial LP 0.01% Add +4.6% 13,672 $1.3M
Long Run Wealth Advisors, LLC 0.34% Add +4.5% 13,662 $1.3M
Koshinski Asset Management, Inc. 0.13% Reduce -32.7% 13,639 $1.3M
J.W. Cole Advisors, Inc. 0.06% Add +4.6% 13,602 $1.3M
WCG Wealth Advisors LLC 0.11% Reduce -12.1% 13,577 $1.3M
Vise Technologies, Inc. 0.25% Reduce -0.2% 13,527 $1.3M
Parkside Financial Bank & Trust 0.20% Add +26.6% 13,516 $1.3M
Catalyst Funds Management Pty Ltd 0.35% — 13,500 $1.3M
Systematic Financial Management LP 0.04% No change 13,500 $1.3M
Qtron Investments LLC 0.18% No change 13,403 $1.3M
Clarius Group, LLC 0.09% Reduce -13.6% 13,296 $1.3M
Quadrant Capital Group LLC 0.10% Reduce -10.0% 13,257 $1.2M
Dakota Wealth Management 0.03% Reduce -1.6% 13,237 $1.2M
TLWM 0.28% Reduce -1.9% 13,220 $1.2M
Meridian Wealth Management, LLC 0.21% Reduce -3.2% 13,201 $1.2M
Point72 (DIFC) Ltd 0.10% — 13,098 $1.2M
Penobscot Investment Management Company, Inc. 0.13% Add +5.4% 13,071 $1.2M
Dorsey & Whitney Trust CO LLC 0.08% Add +2.7% 13,048 $1.2M
Avalon Trust Co 0.10% No change 13,000 $1.2M
NewEdge Wealth, LLC 0.03% Reduce -90.1% 13,178 $1.2M
OneDigital Investment Advisors LLC 0.02% Reduce -11.9% 12,888 $1.2M
Hartford Funds Management Co LLC 0.12% Add +13.9% 12,841 $1.2M
Mutual Advisors, LLC 0.04% Reduce -57.7% 12,823 $1.2M
Premier Path Wealth Partners, LLC 0.23% Reduce -2.3% 12,787 $1.2M
Panagora Asset Management Inc. 0.01% No change 12,729 $1.2M
Verdence Capital Advisors LLC 0.11% Add +0.8% 12,700 $1.2M
Summit Trail Advisors, LLC 0.03% Add +16.2% 12,636 $1.2M
Garner Asset Management Corp 0.45% Reduce -4.0% 12,623 $1.2M
Supplemental Annuity Collective Trust of NJ 0.37% No change 12,600 $1.2M
Old National Bancorp 0.03% Reduce -17.2% 12,572 $1.2M
Deltec Asset Management LLC 0.23% Reduce -7.4% 12,500 $1.2M
Concord Wealth Partners 0.21% Add +19.5% 12,498 $1.2M
Insigneo Advisory Services, LLC 0.14% Reduce -11.8% 12,476 $1.2M
Quent Capital, LLC 0.14% Add +2.1% 12,463 $1.2M
Columbia Bank 0.48% — 12,447 $1.2M
Cigna Investments Inc. 0.22% Reduce -3.4% 12,433 $1.2M
Investors Research Corp 0.27% Reduce -6.4% 12,416 $1.2M
Procyon Advisors, LLC 0.09% Reduce -1.9% 12,376 $1.2M
Trust Co. of Vermont 0.06% Add +29.7% 12,321 $1.2M
Viewpoint Capital Management LLC 0.73% No change 12,215 $1.2M
Intrua Financial, LLC 0.18% New 12,064 $1.1M
Lansing Street Advisors 0.51% Add +1.4% 12,008 $1.1M
Concord Asset Management, LLC 0.30% Add +21.0% 12,006 $1.1M
Parkside Investments, LLC 0.18% No change 12,000 $1.1M
Delta Asset Management LLC 0.10% No change 11,902 $1.1M
Compton Wealth Advisory Group, LLC 0.30% Add +1.5% 11,794 $1.1M
Longfellow Investment Management Co. LLC 0.25% Add +23.2% 11,792 $1.1M
Peoples Financial Services Corp. 0.48% Reduce -0.8% 11,782 $1.1M
Evoke Wealth, LLC 0.03% New 11,774 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.3% 11,758 $1.1M
King Luther Capital Management Corp. 0.01% Reduce -1.8% 11,674 $1.1M
Brighton Jones LLC 0.04% Add +13.6% 11,647 $1.1M
Zullo Investment Group, Inc. 0.51% Reduce -2.3% 11,644 $1.1M
Principle Wealth Partners LLC 0.09% Add +0.0% 11,640 $1.1M
Relyea Zuckerberg Hanson LLC 0.19% Add +2.4% 11,637 $1.1M
Radnor Capital Management, LLC 0.19% No change 11,602 $1.1M
Van Leeuwen & Company, LLC 0.55% Add +1.4% 11,550 $1.1M
Cape Ann Savings Bank 0.68% Reduce -4.7% 11,513 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -1.9% 11,512 $1.1M
LVW Advisors, LLC 0.18% Add +18.3% 11,500 $1.1M
Quadcap Wealth Management, LLC 0.24% Reduce -14.0% 11,416 $1.1M
Donald L. Hagan, LLC 0.57% Reduce -1.6% 11,401 $1.1M
Ar Asset Management Inc. 0.26% No change 11,400 $1.1M
Buffington Mohr McNeal 0.19% Add +100.4% 11,375 $1.1M
Leonteq Securities AG 0.14% Reduce -48.6% 11,312 $1.1M
Helios Capital Management Pte. Ltd. 0.75% No change 11,300 $1.1M
Axq Capital, LP 0.26% New 11,300 $1.1M
Abbrea Capital, LLC 0.14% No change 11,303 $1.1M
Parsons Capital Management Inc. 0.07% Reduce -0.6% 11,293 $1.1M
Westpac Banking Corp. 0.08% Reduce -83.0% 11,284 $1.1M
Berkshire Asset Management LLC 0.06% Reduce -4.6% 11,282 $1.1M
HAP Trading, LLC 0.33% New 11,273 $1.1M
EverSource Wealth Advisors, LLC 0.08% Add +1.2% 11,672 $1.1M
Flow State Investments, L.P. 0.56% New 11,200 $1.1M
1834 Investment Advisors Co. 0.12% Reduce -60.5% 11,164 $1.1M
Central Pacific Bank - Trust Division 0.14% — 11,197 $1.0M
Jump Financial, LLC 0.03% New 11,084 $1.0M
Hamilton Capital, LLC 0.08% Add +2.1% 11,060 $1.0M
Castle Wealth Management LLC 0.54% Add +6.7% 11,041 $1.0M
Avestar Capital, LLC 0.12% Add +130.3% 10,984 $1.0M
Global Retirement Partners, LLC 0.04% Add +8.0% 10,884 $1.0M
SouthState Bank Corp 0.08% Reduce -15.0% 10,857 $1.0M
GFG Capital, LLC 0.26% Reduce -0.4% 10,847 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +141.0% 10,671 $1.0M
Trust Point Inc. 0.08% Add +13.1% 10,671 $1.0M
Mork Capital Management, LLC 0.76% No change 10,670 $1.0M
Concurrent Investment Advisors, LLC 0.04% Add +9.6% 10,644 $1.0M
Alera Investment Advisors, LLC 0.14% Reduce -0.9% 10,639 $1.0M
Rossmore Private Capital 0.13% Reduce -5.1% 10,594 $998K
Ostrum Asset Management 0.08% No change 10,581 $996K
Venturi Wealth Management, LLC 0.06% Add +1.1% 10,553 $994K
Baker Tilly Wealth Management, LLC 0.18% Reduce -1.1% 10,536 $992K
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +0.1% 10,523 $991K
Comprehensive Financial Consultants Institutional, Inc. 0.41% Add +3.8% 10,495 $988K
Kingswood Wealth Advisors, LLC 0.11% Reduce -6.5% 10,463 $985K
EP Wealth Advisors, LLC 0.01% Add +12.6% 10,366 $976K
GAMMA Investing LLC 0.20% Add +8.5% 10,325 $972K
InterOcean Capital Group, LLC 0.02% Reduce -2.9% 10,289 $969K
Diversify Advisory Services, LLC 0.06% — 10,320 $965K
Stratos Wealth Advisors, LLC 0.06% Reduce -4.4% 10,231 $963K
Farther Finance Advisors, LLC 0.06% Add +9.5% 10,297 $963K
Triangle Securities Wealth Management 0.27% Reduce -2.2% 10,212 $962K
Gibraltar Capital Management, Inc. 0.45% Reduce -10.6% 10,192 $960K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -6.7% 10,186 $959K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +23.0% 10,172 $958K
Schear Investment Advisers, LLC 0.77% Reduce -30.5% 10,125 $953K
Avidian Wealth Enterprises, LLC 0.05% Add +4.1% 10,072 $948K
Roberts Capital Advisors, LLC 0.91% — 10,061 $947K
Greenhaven Associates Inc. 0.01% No change 10,000 $942K
FourThought Financial Partners, LLC 0.11% Reduce -2.9% 9,983 $940K
Banco BTG Pactual S.A. 0.29% Reduce -50.6% 10,000 $933K
Choate Investment Advisors 0.03% Reduce -0.4% 9,875 $930K
Fort Point Capital Partners LLC 0.13% No change 9,867 $929K
PGGM Investments 0.01% New 9,833 $926K
Proficio Capital Partners LLC 0.10% Add +0.3% 9,800 $923K
Magnus Financial Group LLC 0.11% Add +10.6% 9,735 $917K
Sompo Asset Management Co., Ltd. 0.15% Add +4.2% 9,710 $914K
Beese Fulmer Investment Management, Inc. 0.09% Reduce -10.7% 9,708 $914K
NCM Capital Management, LLC 0.51% Reduce -9.1% 9,689 $912K
Legacy Bridge, LLC 0.53% Reduce -11.0% 9,658 $909K
Avior Wealth Management, LLC 0.04% Add +45.1% 9,575 $902K
First Horizon Advisors, Inc. 0.03% Reduce -0.6% 9,575 $902K
Sage Rhino Capital LLC 0.21% Add +7.7% 9,474 $892K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +15.5% 9,461 $891K
Texas Capital Bancshares Inc 0.40% Add +35.3% 9,390 $884K
Buckley Wealth Management, LLC 0.28% Add +1.4% 9,388 $884K
Mather Group, Llc. 0.01% Reduce -1.1% 9,478 $884K
Nilsine Partners, LLC 0.12% Reduce -7.8% 9,386 $884K
Parcion Private Wealth LLC 0.08% Reduce -1.1% 9,368 $882K
Retirement Planning Co of New England, Inc. 0.48% Reduce -38.4% 9,362 $882K
Mesirow Financial Investment Management, Inc. 0.02% Add +52.9% 9,356 $881K
Busey Bank 0.03% Reduce -1.0% 9,340 $879K
W Advisors, LLC 0.60% Add +0.2% 9,310 $877K
Fortitude Advisory Group L.L.C. 0.49% Add +146.0% 9,296 $875K
Veltria Advisors Corp. 0.23% Add +236.6% 9,251 $871K
First Citizens Financial Corp 0.52% Add +0.5% 9,250 $871K
Mark Asset Management LP 0.12% Reduce -6.2% 9,236 $870K
Rockland Trust Co. 0.05% Reduce -0.7% 9,175 $864K
Pacific Global Investment Management Co. 0.17% New 9,169 $863K
Cookson Peirce & Co. Inc. 0.05% Add +3.6% 9,158 $862K
Bank of New Hampshire 0.22% Reduce -14.4% 9,076 $855K
First Merchants Corp. 0.06% New 8,998 $847K
Diversified Trust Co. 0.03% Reduce -29.4% 8,949 $843K
Jmac Enterprises LLC 0.16% Add +128.2% 8,900 $838K
Orion Capital Management LLC 0.44% Add +3.5% 8,844 $833K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 8,820 $830K
CreativeOne Wealth, LLC 0.03% Add +143.6% 8,810 $830K
Sapient Capital LLC 0.02% Reduce -97.6% 8,794 $828K
Cypress Capital Group 0.10% New 8,759 $825K
Pennsylvania Capital Management Inc. 0.34% Reduce -3.8% 8,757 $825K
KLCM Advisors, Inc. 0.11% Add +21.9% 8,736 $823K
Carmel Capital Partners, LLC 0.34% New 8,663 $816K
E&G Advisors, LLC 0.26% Add +0.0% 8,710 $816K
Cooper Financial Group 0.13% Add +5.5% 8,641 $814K
Norden Group LLC 0.16% Add +52.9% 8,621 $812K
Good Life Advisors, LLC 0.07% Add +0.0% 8,556 $806K
New Vernon Investment Management LLC 0.68% No change 8,550 $805K
TRUE Private Wealth Advisors 0.09% Reduce -0.8% 8,549 $805K
Wedmont Private Capital 0.06% Add +10.9% 8,480 $798K
Empower Advisory Group, LLC 0.00% Add +21.9% 8,462 $797K
DAVENPORT & Co LLC 0.00% Reduce -1.0% 8,430 $794K
Woodmont Investment Counsel LLC 0.07% Add +32.9% 8,401 $791K
Bull Street Advisors, LLC 0.37% Reduce -0.4% 8,199 $772K
Perpetual Ltd 0.01% Reduce -0.6% 8,185 $771K
Benjamin F. Edwards & Company, Inc. 0.01% Add +25.6% 8,160 $768K
IHT Wealth Management, LLC 0.03% Reduce -7.7% 8,111 $764K
Corsair Capital Management, L.P. 0.21% Reduce -1.3% 8,059 $759K
Private Portfolio Partners LLC 0.16% Reduce -0.4% 8,050 $758K
Cim Investment Management Inc. 0.23% No change 8,045 $758K
Congress Park Capital LLC 0.33% Reduce -15.8% 8,002 $753K
Ramirez Asset Management, Inc. 0.15% Add +0.1% 7,990 $752K
Financial Management Professionals, Inc. 0.11% Add +8.2% 7,937 $747K
Beacon Bank & Trust 0.19% Add +1.6% 7,926 $746K
Asset Dedication, LLC 0.06% Reduce -1.4% 7,909 $743K
1832 Asset Management L.P. 0.00% Add +0.5% 7,890 $743K
Operose Advisors LLC 0.25% Add +108.2% 7,888 $743K
Cidel Asset Management Inc. 0.06% Add +8.3% 7,860 $740K
Waldron Private Wealth LLC 0.03% Add +14.2% 7,854 $740K
MIdWestOne Financial Group, Inc. 0.13% Add +0.2% 7,800 $734K
AE Wealth Management LLC 0.01% Reduce -90.7% 7,758 $730K
Shulman DeMeo Asset Management LLC 0.19% Add +0.6% 7,757 $730K
North Star Investment Management Corp. 0.05% No change 7,708 $726K
Breakwater Capital Group 0.18% Reduce -2.2% 7,641 $719K
Montanova Capital, LLC 0.03% Add +59.2% 7,641 $719K
Beacon Financial Group 0.08% Reduce -10.6% 7,640 $719K
Hilltop Holdings Inc. 0.08% Add +3.4% 7,609 $716K
CNB Bank 0.35% Add +87.6% 7,597 $715K
Portside Wealth Group, LLC 0.13% Reduce -1.4% 7,568 $713K
First Dallas Securities Inc. 0.33% Add +21.0% 7,562 $712K
Herold Advisors, Inc. 0.17% Add +4.0% 7,524 $708K
Composition Wealth, LLC 0.02% Add +10.7% 7,504 $707K
Vantage Financial Partners Ltd., Inc. 0.18% Reduce -6.3% 7,500 $706K
Auto-Owners Insurance Co 0.02% No change 7,500 $706K
Independent Investors Inc. 0.17% No change 7,483 $705K
Washburn Capital Management, Inc. 0.52% Reduce -30.7% 7,441 $701K
Mechanics Financial Corp 0.36% Add +3.1% 7,426 $699K
CFM Wealth Partners LLC 0.14% Add +9.5% 7,420 $699K
Sunbelt Securities, Inc. 0.08% Add +2.2% 7,411 $698K
Mission Wealth Management, LP 0.02% Add +5.2% 7,385 $695K
GeoWealth Management, LLC 0.03% Add +185.8% 7,362 $693K
Sentry Investment Management LLC 0.27% No change 7,291 $687K
West Oak Capital, LLC 0.29% Add +19.3% 8,347 $685K
Transamerica Financial Advisors, LLC 0.07% Reduce -1.8% 7,224 $681K
Robotti Robert 0.09% No change 7,215 $679K
Hyman Charles D 0.04% No change 7,188 $677K
Resurgent Financial Advisors LLC 0.36% Reduce -17.5% 7,145 $673K
Hills Bank & Trust Co 0.06% Reduce -1.8% 7,137 $672K
Regal Investment Advisors LLC 0.05% Add +77.5% 7,112 $670K
Meridian Investment Counsel Inc. 0.22% Reduce -2.4% 7,110 $669K
TriaGen Wealth Management LLC 0.28% No change 7,105 $669K
Clifford Group, LLC 0.55% Add +7.7% 7,101 $669K
Rothschild Investment LLC 0.05% Add +8.6% 7,096 $668K
Charles Schwab Trust Co 0.06% Reduce -6.2% 7,086 $667K
Private Trust Co. NA 0.07% Add +6.3% 7,059 $665K
NBT Bank, N.A. 0.05% Reduce -0.8% 7,033 $662K
Kesler, Norman & Wride, LLC 0.14% Reduce -5.1% 7,019 $661K
Claro Advisors Inc. 0.11% Add +4.3% 7,000 $659K
LexAurum Advisors, LLC 0.17% Reduce -0.1% 6,998 $659K
Buckingham Strategic Wealth, LLC 0.01% Add +19.8% 6,997 $659K
Financial Engines Advisors L.L.C. 0.00% New 6,994 $659K
Robertson Stephens Wealth Management, LLC 0.04% Add +62.2% 6,951 $655K
Quilter Plc 0.02% Reduce -1.6% 6,940 $653K
IFG Advisors, LLC 0.17% No change 6,932 $653K
Transatlantique Private Wealth LLC 0.28% Add +3.0% 6,918 $651K
Csenge Advisory Group 0.04% Reduce -28.6% 6,904 $650K
Hancock Whitney Corp. 0.02% Reduce -37.6% 6,902 $650K
Compound Planning, Inc. 0.06% Add +19.9% 6,895 $649K
Inscription Capital, LLC 0.11% New 6,878 $648K
Nicolet Advisory Services, LLC 0.07% Reduce -16.8% 6,877 $647K
Strategic Blueprint, LLC 0.05% Reduce -1.1% 6,841 $644K
Brookstone Capital Management 0.01% Reduce -7.7% 6,745 $635K
Affinity Investment Advisors, LLC 0.46% Reduce -0.6% 6,741 $635K
Steward Partners Investment Solutions, LLC 0.11% New 6,725 $633K
Canton Hathaway, LLC 0.17% No change 6,725 $633K
KPP Advisory Services LLC 0.17% Add +4.9% 6,693 $630K
Los Angeles Capital Management LLC 0.00% Reduce -86.4% 6,652 $626K
Harbor Advisors LLC 0.11% No change 6,608 $622K
Moors & Cabot, Inc. 0.03% Reduce -25.1% 6,567 $618K
Visionary Wealth Advisors 0.04% Reduce -5.7% 6,560 $618K
Corton Capital Inc. 0.23% Reduce -9.0% 6,548 $617K
Empire Financial Management Company, LLC 0.20% Reduce -4.5% 6,538 $616K
First Foundation Advisors 0.02% Reduce -2.7% 6,521 $614K
Personal Cfo Solutions, LLC 0.10% Reduce -5.7% 6,513 $613K
Arbor Investment Advisors, LLC 0.09% Add +0.2% 6,503 $612K
Signature Estate & Investment Advisors LLC 0.02% Reduce -48.7% 6,451 $607K
Bank of Stockton 0.19% Add +28.7% 6,438 $606K
Prio Wealth Limited Partnership 0.02% Reduce -9.5% 6,432 $606K
Somerville Kurt F 0.10% No change 6,430 $605K
Sippican Capital Advisors 0.47% No change 6,429 $605K
Shufro Rose & Co. LLC 0.05% No change 6,420 $605K
Western Wealth Management, LLC 0.05% Add +11.1% 6,393 $602K
Blue Trust, Inc. 0.01% Reduce -10.3% 6,393 $602K
Anchor Investment Management, LLC 0.06% Reduce -3.5% 6,327 $596K
Grove Bank & Trust 0.10% Reduce -0.3% 6,321 $595K
Beta Wealth Group, Inc. 0.29% Reduce -5.9% 6,314 $595K
Chicago Partners Investment Group LLC 0.03% New 6,326 $593K
Cubic Asset Management, LLC 0.14% No change 6,296 $593K
Welch & Forbes LLC 0.01% Add +0.2% 6,267 $590K
Icon Wealth Advisors, LLC 0.05% Add +0.5% 6,248 $588K
Chicago Wealth Management, Inc. 0.35% No change 6,243 $588K
Blueprint Investment Partners LLC 0.12% Add +122.8% 6,227 $586K
Great Valley Advisor Group, Inc. 0.02% Reduce -26.4% 6,220 $586K
Burke & Herbert Bank & Trust Co. 0.44% Reduce -3.2% 6,205 $584K
CX Institutional 0.03% Add +1.2% 6,191 $583K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.7% 6,150 $579K
Lebenthal Global Advisors, LLC 0.13% Add +4.5% 6,143 $578K
Bank Pictet & Cie (Europe) AG 0.02% Add +2.7% 6,141 $578K
Strategic Wealth Partners, Ltd. 0.06% Add +20.2% 6,119 $576K
US Asset Management LLC 0.52% Reduce -1.0% 6,115 $576K
HM Payson & Co. 0.01% Reduce -6.5% 6,101 $574K
MQS Management LLC 0.33% New 6,087 $573K
Orca Investment Management, LLC 0.53% Reduce -12.4% 6,066 $571K
Ibex Wealth Advisors 0.15% — 6,707 $570K
Essex Financial Services, Inc. 0.05% Reduce -2.2% 6,052 $570K
Red Lighthouse Investment Management, LLC 0.23% Add +0.1% 6,002 $565K
Eagle Rock Investment Company, LLC 0.10% No change 6,000 $565K
Nightview Capital, LLC 0.77% Reduce -4.8% 5,986 $564K
Benjamin Edwards Inc. 0.11% Reduce -1.0% 5,965 $562K
Capital Group Investment Management Pte. LTD. 0.10% Reduce -42.7% 5,943 $560K
Clearstead Advisors, LLC 0.03% Add +2.1% 5,674 $559K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -12.1% 5,922 $558K
Legacy Financial Advisors, Inc. 0.10% Add +1.2% 5,894 $555K
Strategic Investment Advisors / MI 0.07% Add +29.6% 5,873 $553K
STAR Financial Bank 0.47% Reduce -0.4% 5,840 $550K
Berger Financial Group, Inc 0.05% Reduce -5.0% 5,824 $548K
Chapin Davis, Inc. 0.20% Reduce -3.4% 5,814 $547K
Westover Capital Advisors, LLC 0.16% No change 5,803 $546K
Fullerton Fund Management Co Ltd. 0.03% Reduce -98.0% 5,800 $546K
Wharton Business Group, LLC 0.03% Reduce -2.5% 5,789 $545K
Heritage Wealth Advisors 0.02% Add +0.1% 5,773 $544K
Capital Square, LLC 0.38% No change 5,759 $542K
Wealth Effects LLC 0.20% No change 5,756 $542K
Lake Street Private Wealth, LLC 0.08% Reduce -6.3% 5,756 $542K
Catalyst Financial Partners LLC 0.14% Add +3.1% 6,005 $541K
Rosenblum Silverman Sutton S F Inc. 0.15% No change 5,742 $541K
Redhawk Wealth Advisors, Inc. 0.09% Add +21.8% 5,721 $539K
Calton & Associates, Inc. 0.26% Add +20.4% 5,719 $538K
Bank of Nova Scotia Trust Co. 0.06% Add +3.0% 5,700 $537K
Aaron Wealth Advisors LLC 0.08% Add +33.4% 5,699 $537K
Ranch Capital Advisors Inc. 0.29% Reduce -7.7% 5,694 $536K
Legacy Capital Group California, Inc. 0.20% Reduce -3.7% 5,689 $536K
Moneta Group Investment Advisors LLC 0.01% Reduce -43.3% 5,660 $533K
LS Investment Advisors, LLC 0.08% Add +1.8% 5,650 $532K
Curbstone Financial Management Corp 0.11% No change 5,632 $530K
Marino, Stram & Associates LLC 0.12% Reduce -28.7% 5,597 $527K
Kingsview Wealth Management, LLC 0.01% Reduce -11.0% 5,574 $525K
Eads & Heald Wealth Management 0.24% Add +0.3% 5,567 $524K
McDonald Partners LLC 0.14% Reduce -7.2% 5,556 $523K
Bahl & Gaynor LLC 0.00% Add +1.8% 5,545 $522K
Syon Capital LLC 0.05% Add +4.0% 5,527 $520K
Gratus Capital, LLC 0.02% New 5,492 $517K
Financial Advisors, LLC 0.11% No change 5,476 $516K
PDS Planning, Inc 0.05% Add +7.0% 5,474 $515K
Mach-1 Financial Group, LLC 0.39% Reduce -67.6% 5,473 $515K
Douglass Winthrop Advisors, LLC 0.01% Reduce -16.3% 5,457 $514K
Adirondack Trust Co. 0.21% Reduce -1.4% 5,453 $513K
First American Trust, FSB 0.05% New 5,442 $512K
Gryphon Financial Partners LLC 0.09% Reduce -63.3% 5,417 $510K
Lindbrook Capital, LLC 0.05% Add +3.5% 5,370 $506K
Canopy Partners, LLC 0.25% Add +29.2% 5,357 $504K
Hexagon Capital Partners LLC 0.11% Add +11.6% 5,336 $502K
Cambridge Trust Co. 0.02% Add +3.9% 5,335 $502K
Choreo, LLC 0.01% Add +5.8% 5,331 $502K
One River Asset Management, LLC 0.16% New 5,330 $502K
Northern Financial Advisors Inc 0.39% No change 5,308 $500K
Barlow Wealth Partners, LLC 0.07% No change 5,782 $498K
Graypoint LLC 0.04% Reduce -5.6% 5,290 $498K
Advisors Capital Management, LLC 0.01% Reduce -12.2% 5,272 $496K
Main Street Financial Solutions, LLC 0.05% Add +9.2% 5,260 $495K
Integris Wealth Management, LLC 0.14% No change 5,231 $493K
Debussy Capital Management LP 0.14% Reduce -7.2% 4,960 $487K
Silvia McColl Wealth Management, LLC 0.42% No change 5,315 $487K
Oakworth Capital, Inc. 0.04% Add +94.5% 5,144 $484K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +39.2% 5,118 $482K
Willner & Heller, LLC 0.48% Add +2.2% 5,117 $482K
Colonial River Investments, LLC 0.27% Add +19.6% 5,117 $482K
Ausdal Financial Partners, Inc. 0.06% Reduce -5.1% 5,114 $482K
Strategic Financial Services, Inc. 0.03% No change 5,082 $479K
Independent Financial Group, LLC 0.02% Add +4.8% 5,076 $478K
Nicholas Wealth, LLC. 0.37% Add +28.8% 5,067 $477K
Boston Financial Mangement LLC 0.02% Reduce -8.5% 5,048 $475K
Arcataur Capital Management LLC 0.17% No change 5,047 $475K
Harbor Investment Advisory, LLC 0.05% Add +22.7% 5,033 $474K
Northeast Financial Consultants Inc 0.02% Reduce -50.4% 5,025 $473K
SlateStone Wealth, LLC 0.05% Add +4.8% 5,017 $472K
Zions Bancorporation, N.A. 0.03% Add +20.5% 5,008 $472K
DRW Securities, LLC 0.03% Reduce -77.6% 5,006 $471K
Glaxis Capital Management, LLC 0.88% New 5,000 $471K
Peoples Bank 0.26% Reduce -3.9% 4,980 $469K
Florida Trust Wealth Management Co 0.02% Add +0.7% 4,978 $469K
Foster Dykema Cabot & Partners, LLC 0.04% No change 4,968 $468K
Everpar Advisors LLC 0.28% Reduce -48.7% 4,961 $467K
Davis R M Inc. 0.01% No change 4,948 $466K
Register Financial Advisors LLC 0.24% Add +22.9% 4,936 $465K
Bell Bank 0.04% Reduce -2.3% 4,920 $463K
Arkadios Wealth Advisors 0.04% Reduce -6.4% 4,912 $462K
Evexia Wealth LLC 0.19% Reduce -87.8% 5,363 $462K
Addison Advisors LLC 0.16% Add +1.6% 4,904 $462K
Pinnacle Bancorp, Inc. 0.14% Reduce -10.1% 4,900 $461K
Resonant Capital Advisors, LLC 0.04% Add +92.0% 4,897 $461K
Evernest Financial Advisors, LLC 0.22% Add +20.2% 5,053 $458K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,864 $458K
Rehmann Capital Advisory Group 0.03% Reduce -3.6% 4,856 $457K
PGIM Custom Harvest LLC 0.01% New 4,845 $456K
Mosley Wealth Management 0.43% Reduce -2.7% 4,840 $456K
Rogco, LP 0.19% Add +13.4% 4,834 $455K
Plato Investment Management Ltd 0.05% Add +148.1% 4,784 $450K
Childress Capital Advisors, LLC 0.13% Reduce -6.2% 4,768 $449K
BSW Wealth Partners 0.08% Reduce -12.6% 4,728 $445K
Insight 2811, Inc. 0.23% Add +0.4% 4,722 $445K
One Wealth Advisors, LLC 0.08% Add +74.6% 4,686 $441K
Pekin Hardy Strauss, Inc. 0.06% Reduce -64.5% 4,660 $439K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -3.5% 4,646 $437K
Marcum Wealth, LLC 0.04% Add +3.3% 4,622 $435K
Smartleaf Asset Management LLC 0.08% Add +65.3% 4,627 $433K
Exencial Wealth Advisors, LLC 0.02% Add +14.0% 4,588 $432K
GM Advisory Group, LLC 0.03% Reduce -17.4% 4,583 $432K
Renaissance Investment Group LLC 0.10% Reduce -38.0% 4,550 $428K
DT Investment Partners, LLC 0.04% No change 4,536 $427K
Autumn Glory Partners, LLC 0.21% No change 4,535 $427K
Connecticut Wealth Management, LLC 0.02% Reduce -18.5% 4,494 $423K
Wilkinson Global Asset Management LLC 0.03% Reduce -18.1% 4,494 $423K
Ledyard National Bank 0.04% Reduce -5.3% 4,491 $423K
Millennium Capital Advisors, LLC 0.30% Reduce -10.2% 4,488 $423K
Baron Wealth Management LLC 0.22% Add +0.1% 4,485 $422K
Smithfield Trust Co 0.02% Add +5.6% 4,493 $422K
Meeder Asset Management Inc. 0.03% Add +9.7% 4,470 $421K
Cornerstone Wealth Management, LLC 0.03% Add +1.9% 4,467 $421K
L2 Asset Management, LLC 0.14% Add +8.2% 4,453 $419K
Strategy Asset Managers LLC 0.09% Add +0.1% 4,453 $419K
Relative Value Partners Group, LLC 0.03% Add +0.7% 4,801 $419K
HBK Sorce Advisory LLC 0.01% Reduce -1.4% 4,442 $418K
Hudock, Inc. 0.09% Add +4.9% 4,433 $417K
Riverwater Partners LLC 0.31% Reduce -7.7% 4,430 $417K
Bank of Hawaii 0.02% Add +30.7% 4,427 $417K
Tiemann Investment Advisors, LLC 0.19% Reduce -0.8% 4,426 $417K
Bell & Brown Wealth Advisors, LLC 0.18% Reduce -1.0% 4,400 $414K
IPG Investment Advisors LLC 0.09% No change 4,375 $412K
Allred Capital Management, LLC 0.16% Reduce -0.2% 4,374 $412K
Forte Capital LLC 0.05% Add +11.6% 4,340 $409K
Aspiriant, LLC 0.02% Add +1.3% 4,331 $408K
Sage Mountain Advisors LLC 0.04% Add +18.6% 4,316 $406K
Pinnacle Financial Partners Inc 0.01% Add +28.3% 4,313 $406K
Central Bank & Trust Co. 0.06% Reduce -29.6% 4,307 $405K
Edgestream Partners, L.P. 0.02% Add +58.0% 4,303 $405K
South Dakota Investment Council 0.01% No change 4,300 $405K
Powell Investment Advisors, LLC 0.21% Add +1.0% 4,299 $405K
Titleist Asset Management, LLC 0.07% Reduce -34.3% 4,294 $404K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -1.8% 4,290 $404K
IFP Advisors, Inc 0.02% Reduce -38.9% 4,289 $404K
American National Bank & Trust Co. 0.09% — 4,269 $402K
Fortem Financial Group, LLC 0.17% Add +17.2% 4,228 $398K
Salzhauer Michael 0.32% No change 4,225 $398K
Private Capital Management LLC 0.09% Add +32.1% 4,199 $395K
X-Square Capital, LLC 0.19% Add +0.0% 4,315 $392K
Silver Coast Investments LLC 0.16% Reduce -0.4% 4,157 $391K
Mill Creek Capital Advisors, LLC 0.01% Add +4.0% 4,146 $390K
Alliance Wealth Advisors, LLC 0.25% No change 4,133 $389K
Jackson Creek Investment Advisors LLC 0.14% Reduce -5.1% 4,135 $389K
Morse Asset Management, Inc 0.10% Reduce -2.1% 4,109 $387K
Shepherd Financial Partners LLC 0.05% Add +0.1% 4,074 $384K
Hoylecohen, LLC 0.03% Add +0.2% 4,070 $383K
Park National Corp. 0.01% Add +12.3% 4,062 $382K
Triad Wealth Partners, LLC 0.29% — 4,047 $381K
Allen Investment Management, LLC 0.00% No change 4,034 $380K
Brown Capital Management LLC 0.01% Reduce -0.7% 4,024 $379K
Angeles Wealth Management, LLC 0.04% Add +42.7% 3,979 $375K
Holderness Investments Co. 0.09% No change 3,968 $374K
Destination Wealth Management 0.01% Add +2.2% 3,966 $373K
Voya Financial Advisors, Inc. 0.04% Reduce -35.3% 3,985 $373K
Moss Adams Wealth Advisors LLC 0.06% New 3,946 $372K
Neville Rodie & Shaw Inc. 0.03% Reduce -41.2% 3,926 $370K
Essex Bank 0.11% No change 3,950 $368K
Hartline Investment Corp./ 0.06% Reduce -84.9% 3,899 $367K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -3.8% 3,899 $367K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.8% 3,898 $367K
Allstate Corp. 0.03% Reduce -6.9% 3,884 $366K
Kovack Advisors, Inc. 0.04% Reduce -41.0% 3,858 $363K
Marest Capital, LLC 0.33% New 3,855 $363K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -57.2% 3,829 $361K
First County Bank 0.18% Reduce -12.7% 3,807 $358K
Cetera Trust Company, N.A 0.22% No change 3,804 $358K
AdvisorNet Financial, Inc 0.03% Reduce -4.5% 3,795 $357K
Tanager Wealth Management LLP 0.06% New 3,794 $357K
Bank Pictet & Cie (asia) Ltd. 0.20% Reduce -78.0% 3,792 $357K
Mosaic Financial Group, LLC 0.29% — 3,792 $357K
Freedom Investment Management, Inc. 0.03% New 3,774 $355K
Johnson Investment Counsel Inc. 0.00% Reduce -8.2% 3,770 $355K
Overbrook Management Corp 0.10% No change 3,764 $354K
Centric Wealth Management 0.11% Add +0.1% 3,893 $354K
Missouri Trust & Investment Co 0.14% Add +11.1% 3,750 $353K
Legacy Advisors, LLC 0.04% Add +11.4% 3,748 $353K
Altus Wealth Group LLC 0.18% Reduce -1.7% 3,742 $352K
Rosenberg Matthew Hamilton 0.10% Add +0.1% 3,761 $352K
Nwam LLC 0.03% Reduce -0.1% 3,670 $351K
Signet Financial Management, LLC 0.05% Reduce -93.9% 3,728 $351K
Circle Wealth Management, LLC 0.01% Add +5.0% 3,723 $351K
Amplius Wealth Advisors, LLC 0.04% Reduce -0.8% 3,716 $350K
GTS Securities LLC 0.01% Reduce -90.1% 3,716 $350K
Apriem Advisors 0.04% Add +5.7% 3,711 $349K
Wilmington Savings Fund Society, FSB 0.01% — 3,709 $349K
Evergreen Capital Management LLC 0.01% Add +23.0% 3,695 $348K
Wealth Alliance, LLC 0.05% Reduce -8.7% 3,687 $347K
Eudaimonia Partners, LLC 0.08% Add +0.7% 3,677 $346K
Farmers National Bank 0.10% Reduce -4.3% 3,674 $346K
Measured Wealth Private Client Group, LLC 0.12% Add +13.4% 3,658 $344K
Waverly Advisors, LLC 0.01% New 3,652 $344K
Avantax Planning Partners, Inc. 0.01% Reduce -12.3% 3,649 $344K
Cornerstone Wealth Group, LLC 0.03% New 3,647 $343K
Catalina Capital Group, LLC 0.15% New 3,633 $342K
Cornerstone Advisory, LLC 0.05% Add +51.5% 3,631 $342K
World Equity Group, Inc. 0.07% New 3,637 $342K
Davidson Investment Advisors 0.02% Add +2.1% 3,623 $341K
First Financial Bank - Trust Division 0.03% Reduce -1.2% 3,620 $341K
MCF Advisors LLC 0.03% Reduce -4.2% 3,617 $341K
DGS Capital Management, LLC 0.10% Add +53.2% 3,607 $340K
Wellington Shields Capital Management, LLC 0.06% No change 3,607 $340K
Frisch Financial Group, Inc. 0.11% Reduce -1.5% 3,596 $339K
Alta Advisers Ltd 0.17% No change 3,600 $339K
RMR Wealth Builders 0.04% Reduce -9.0% 3,579 $337K
Quantum Financial Advisors, LLC 0.06% Reduce -0.1% 3,567 $336K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -16.7% 3,559 $335K
Cohen & Steers, Inc. 0.00% No change 3,553 $335K
Roundview Capital LLC 0.03% Reduce -28.5% 3,549 $334K
Aprio Wealth Management, LLC 0.07% Add +14.4% 3,536 $333K
Journey Advisory Group, LLC 0.04% Add +5.5% 3,520 $331K
Goldstone Financial Group, LLC 0.08% Add +5.9% 3,496 $329K
AlphaStar Capital Management, LLC 0.03% New 3,484 $328K
Truvestments Capital LLC 0.13% Add +523.2% 3,471 $327K
Samalin Investment Counsel, LLC 0.15% Reduce -17.6% 3,443 $324K
Cassaday & Co Wealth Management LLC 0.01% New 3,437 $324K
Alerus Financial NA 0.02% No change 3,419 $322K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -30.6% 3,443 $322K
BNP Paribas 0.01% — 3,415 $322K
Rothschild Wealth LLC 0.11% — 3,409 $321K
Raab & Moskowitz Asset Management LLC 0.09% Add +2.2% 3,395 $320K
Focus Partners Advisor Solutions, LLC 0.01% Add +40.7% 3,394 $320K
American National Bank & Trust 0.04% Reduce -2.4% 3,388 $319K
Moloney Securities Asset Management, LLC 0.05% Add +0.1% 3,386 $319K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -4.0% 3,381 $318K
Duncker Streett & Co. Inc. 0.06% No change 3,371 $317K
CWA Asset Management Group, LLC 0.02% Add +53.1% 3,360 $316K
City State Bank 0.14% Reduce -5.7% 3,342 $315K
Fiduciary Family Office, LLC 0.12% Add +41.0% 3,341 $315K
Opinicus Capital, Inc. 0.28% Add +23.8% 3,320 $313K
BLB&B Advisors, LLC 0.02% Reduce -6.9% 3,317 $312K
Investment Partners Asset Management, Inc. 0.28% New 3,313 $312K
Jacobi Capital Management LLC 0.03% Add +30.7% 3,298 $311K
Whittier Trust Co. of Nevada Inc. 0.01% Add +73.1% 3,293 $310K
Apexium Financial, LP 0.02% Reduce -20.4% 3,250 $306K
Crawford Investment Counsel Inc. 0.01% Reduce -2.9% 3,242 $305K
Guerra Pan Advisors, LLC 0.28% No change 3,239 $305K
JGP Wealth Management, LLC 0.04% Reduce -1.6% 3,237 $305K
Watts Gwilliam & Co., LLC 0.09% — 3,055 $304K
Fiducient Advisors LLC 0.06% Reduce -3.0% 3,222 $303K
CYBER HORNET ETFs LLC 0.36% Reduce -3.5% 3,224 $302K
Eastern Bank 0.01% Reduce -19.1% 3,196 $301K
Navis Wealth Advisors, LLC 0.36% Add +4.7% 3,164 $298K
First Affirmative Financial Network 0.22% Reduce -4.8% 3,161 $298K
Trilogy Capital Inc. 0.02% Add +1.6% 3,157 $297K
Advus Financial Partners, LLC 0.09% Reduce -3.7% 3,143 $296K
Manchester Capital Management LLC 0.04% Add +6.9% 3,135 $295K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Add +3.9% 3,131 $295K
Continuum Advisory, LLC 0.04% Reduce -33.9% 2,997 $294K
SOL Capital Management CO 0.04% No change 3,120 $294K
Northwest Bancshares, Inc. 0.05% Add +31.6% 3,119 $294K
First Interstate Bank 0.02% Reduce -0.3% 3,090 $291K
St Germain D J Co. Inc. 0.01% Add +17.6% 3,089 $291K
Wallace Advisory Group, LLC 0.22% Add +6.1% 3,118 $291K
Trueblood Wealth Management, LLC 0.17% No change 3,080 $290K
New Covenant Trust Company, N.A. 0.29% — 3,079 $290K
Cedar Brook Financial Partners, LLC 0.06% Reduce -11.8% 3,075 $290K
HBW Advisory Services LLC 0.05% No change 3,104 $289K
Manchester Financial Inc. 0.08% Add +1.6% 3,058 $288K
Bedel Financial Consulting, Inc. 0.05% Reduce -9.5% 3,053 $287K
Lokken Investment Group LLC 0.14% Reduce -1.9% 3,053 $287K
Rwa Wealth Partners, LLC 0.00% Reduce -10.8% 3,053 $287K
Optimum Investment Advisors 0.13% Add +134.6% 3,050 $287K
Jones Financial Companies LLLP 0.00% Add +41.8% 3,049 $287K
Delta Financial Group, Inc. 0.08% Reduce -6.2% 3,049 $287K
Stiles Financial Services Inc 0.12% Add +0.9% 3,046 $287K
Associated Banc-Corp 0.01% Add +2.2% 3,037 $286K
Waddell & Associates, LLC 0.04% Add +0.5% 3,035 $286K
Zhang Financial LLC 0.02% Add +0.2% 3,030 $285K
O'ROURKE & COMPANY, Inc 0.17% Add +0.5% 3,027 $285K
Cutler Group LLC / CA 0.14% New 3,029 $285K
Wimmer Associates 1, LLC 0.15% Reduce -2.4% 3,023 $285K
Objective Capital Management, LLC 0.19% Add +1.2% 3,013 $284K
Five Oceans Advisors 0.15% Reduce -0.3% 3,013 $284K
Independence Bank of Kentucky 0.08% Add +24.4% 3,004 $283K
Emfo, LLC 0.26% No change 3,000 $282K
Spirit of America Management Corp. 0.06% No change 3,000 $282K
Proathlete Wealth Management LLC 0.15% Add +0.6% 3,000 $282K
Keel Point, LLC 0.03% Add +27.4% 2,987 $281K
Park Edge Advisors, LLC 0.08% Add +0.8% 2,968 $279K
Viawealth, LLC 0.17% Reduce -11.9% 2,968 $279K
Blue Fin Capital, Inc. 0.06% No change 2,965 $279K
PFG Advisors 0.02% Add +25.5% 2,961 $279K
AlphaCore Capital LLC 0.07% Reduce -25.0% 2,946 $277K
Walleye Trading LLC 0.00% New 2,942 $277K
Morningstar Investment Services LLC 0.00% Reduce -6.3% 2,961 $277K
Fulcrum Capital LLC 0.07% No change 2,921 $275K
American State Bank (Iowa) 0.18% No change 2,908 $274K
FDx Advisors, Inc. 0.04% Reduce -59.0% 2,895 $273K
Valmark Advisers, Inc. 0.00% No change 2,881 $271K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -5.8% 2,878 $271K
Omnia Family Wealth, LLC 0.13% Reduce -0.7% 2,875 $271K
Ipswich Investment Management Co., Inc. 0.06% No change 2,868 $270K
Baker Avenue Asset Management, LP 0.01% Add +16.6% 2,860 $269K
Bridgewater Associates 0.00% Reduce -36.5% 2,846 $268K
True North Advisors, LLC 0.07% Add +4.3% 2,844 $268K
Grandfield & Dodd, LLC 0.02% Reduce -16.3% 2,835 $267K
Kingfisher Capital LLC 0.06% No change 2,826 $266K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +0.5% 2,822 $266K
L.M. Kohn & Company 0.07% Add +1.4% 2,820 $265K
Phoenix Financial Ltd. 0.00% New 2,817 $264K
Auxano Advisors, LLC 0.08% New 2,788 $263K
Quotient Wealth Partners, LLC 0.01% Reduce -18.6% 2,783 $262K
Tributary Capital Management, LLC 0.02% Reduce -3.5% 2,780 $262K
Fortis Group Advisors, LLC 0.05% Reduce -0.5% 2,779 $262K
FinTrust Capital Advisors, LLC 0.05% Add +56.2% 2,774 $261K
Richwood Investment Advisors, LLC 0.23% Reduce -12.7% 2,762 $260K
McLean Asset Management Corp 0.09% Reduce -0.9% 2,765 $260K
Oracle Alpha Inc. 0.47% Reduce -12.3% 2,760 $260K
Performance Wealth Partners, LLC 0.01% Reduce -2.8% 2,760 $260K
Tritonpoint Wealth, LLC 0.03% Reduce -3.0% 2,775 $260K
Accredited Investors Inc. 0.02% Reduce -18.9% 2,755 $259K
Lion Street Advisors, LLC 0.11% No change 2,780 $259K
Ameritas Advisory Services, LLC 0.01% Reduce -8.6% 2,773 $259K
Legacy Edge Advisors, LLC 0.05% Add +5.5% 2,751 $259K
Enterprise Financial Services Corp 0.16% Reduce -2.8% 2,747 $259K
Strait & Sound Wealth Management LLC 0.14% Reduce -2.2% 2,977 $259K
Clear Harbor Asset Management, LLC 0.02% Add +1.2% 2,745 $258K
Jackson Square Capital, LLC 0.07% No change 2,741 $258K
First Trust Investment Solutions L.P. 0.05% Add +4.0% 2,738 $258K
Pathway Financial Advisors LLC 0.07% Add +0.0% 2,738 $258K
Deerfield Management Company, L.P. 0.00% New 2,734 $257K
InTrack Investment Management Inc 0.19% New 2,733 $257K
Vantage Consulting Group Inc 0.16% Reduce -4.1% 2,728 $257K
Paulson Wealth Management Inc. 0.08% No change 2,727 $257K
Crewe Advisors LLC 0.03% New 2,726 $257K
Scientech Research LLC 0.14% New 2,720 $256K
Broadleaf Partners, LLC 0.07% No change 2,719 $256K
Harbour Investments, Inc. 0.01% Add +14.4% 2,703 $255K
Tactive Advisors, LLC 0.14% New 2,700 $254K
Freestone Capital Holdings, LLC 0.01% Reduce -37.0% 2,691 $253K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,682 $253K
Castleview Partners, LLC 0.14% Add +32.4% 2,672 $252K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,662 $251K
Fort Sheridan Advisors LLC 0.05% Add +12.9% 2,647 $249K
Everhart Financial Group, Inc. 0.07% New 2,645 $249K
Summit Global Investments 0.02% Reduce -2.7% 2,644 $249K
Advisory Alpha, LLC 0.01% Add +4.6% 2,644 $249K
Hurlow Wealth Management Group, Inc. 0.09% Add +0.6% 2,642 $249K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% New 2,637 $248K
Brandywine Oak Private Wealth LLC 0.03% No change 2,628 $247K
Invenio Wealth Partners LLC 0.13% Add +3.3% 2,627 $247K
Willow Creek Wealth Management Inc. 0.03% Add +0.5% 2,622 $247K
Sandy Spring Bank 0.01% Add +12.7% 2,615 $246K
Prairie Wealth Advisors, Inc. 0.12% — 2,615 $246K
Segment Wealth Management, LLC 0.02% Add +16.7% 2,615 $246K
Wrapmanager Inc. 0.07% Reduce -6.6% 2,613 $246K
CVA Family Office, LLC 0.04% Add +1.2% 2,609 $246K
Highlander Capital Management, LLC 0.10% No change 2,600 $245K
Key Financial Inc 0.06% Add +0.1% 2,592 $244K
AA Financial Advisors, LLC 0.10% Add +13.8% 2,579 $243K
Seven Mile Advisory 0.18% Add +12.5% 2,573 $242K
Jackson Wealth Management, LLC 0.03% Reduce -91.6% 2,568 $242K
iA Global Asset Management Inc. 0.01% Add +3.2% 2,570 $242K
West Family Investments, Inc. 0.07% New 2,566 $242K
Howard Financial Services, LTD. 0.04% Add +3.4% 2,545 $240K
Sepio Capital, LP 0.02% Reduce -16.7% 2,544 $240K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -48.6% 2,534 $239K
NBW Capital LLC 0.05% Reduce -1.4% 2,533 $239K
Planned Solutions, Inc. 0.12% No change 2,530 $238K
Doheny Asset Management 0.20% No change 2,523 $238K
Flynn Zito Capital Management, LLC 0.12% No change 2,523 $238K
Bragg Financial Advisors, Inc 0.01% No change 2,521 $237K
Marathon Capital Management 0.06% Reduce -3.8% 2,521 $237K
Larson Financial Group LLC 0.02% Add +61.5% 2,505 $236K
Integrated Investment Consultants, LLC 0.06% Reduce -2.6% 2,500 $235K
Beck Mack & Oliver LLC 0.00% No change 2,500 $235K
CenterStar Asset Management, LLC 0.49% New 2,496 $235K
Thrive Wealth Management, LLC 0.05% Add +3.0% 2,497 $235K
Mayfair Advisory Group, LLC 0.17% Add +2.6% 2,493 $235K
Aft, Forsyth & Company, Inc. 0.13% No change 2,485 $234K
Sachetta, LLC 0.11% No change 2,505 $234K
Pinebridge Investments, L.P. 0.00% Reduce -21.6% 2,458 $231K
Kaizen Financial Strategies 0.16% Add +0.7% 2,456 $231K
Financial Security Advisor, Inc. 0.08% Add +1.8% 2,450 $231K
Girard Partners LTD. 0.02% Reduce -9.0% 2,445 $230K
N.E.W. Advisory Services LLC 0.03% Reduce -1.5% 2,443 $230K
Phillips Wealth Planners LLC 0.26% Add +1.1% 2,570 $229K
Pallas Capital Advisors LLC 0.01% New 2,426 $228K
Hall Capital Management Co. Inc. 0.11% No change 2,426 $228K
Pflug Koory, LLC 0.02% No change 2,424 $228K
Boston Trust Walden Corp 0.00% No change 2,423 $228K
Interchange Capital Partners, LLC 0.15% Reduce -4.4% 2,410 $227K
Bangor Savings Bank 0.02% No change 2,409 $227K
Darden Wealth Group Inc 0.18% No change 2,396 $226K
Webster Bank, N. A. 0.03% Reduce -8.0% 2,391 $225K
River Wealth Advisors LLC 0.03% Reduce -3.2% 2,388 $225K
IVC Wealth Advisors LLC 0.13% Add +0.6% 2,386 $225K
Focus Financial Network, Inc. 0.01% — 2,483 $224K
Ellsworth Advisors, LLC 0.06% Reduce -2.0% 2,597 $224K
American Trust 0.02% Reduce -18.2% 2,373 $223K
Wealthcare Advisory Partners LLC 0.01% New 2,371 $223K
Horizon Wealth Management, LLC 0.06% Add +3.7% 2,371 $223K
Shell Asset Management Co. 0.01% Reduce -40.6% 2,297 $223K
Angeles Investment Advisors, LLC 0.01% Reduce -3.4% 2,362 $222K
Alta Wealth Advisors LLC 0.11% New 2,360 $222K
Plancorp, LLC 0.01% Add +4.6% 2,350 $221K
KKM Financial LLC 0.11% No change 2,345 $221K
Argent Advisors, Inc. 0.09% Reduce -12.7% 2,340 $220K
Newman Dignan & Sheerar, Inc. 0.06% No change 2,328 $219K
Mechanics Bank Trust Department 0.03% Add +8.1% 2,326 $219K
Formidable Asset Management, LLC 0.04% Add +3.8% 2,313 $218K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +0.4% 2,504 $217K
Primoris Wealth Advisors, LLC 0.17% No change 2,305 $217K
Midland Wealth Advisors, LLC 0.01% Add +0.7% 2,303 $217K
Bouchey Financial Group, Ltd. 0.02% New 2,294 $216K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 2,293 $216K
Pegasus Partners Ltd. 0.02% No change 2,288 $215K
Fielder Capital Group LLC 0.10% Add +1.7% 2,288 $215K
Gibbs Wealth Management 0.12% — 2,283 $215K
Beaumont Financial Advisors, LLC 0.02% Reduce -10.0% 2,272 $214K
Sivia Capital Partners, LLC 0.15% Reduce -1.3% 2,269 $214K
Maltin Wealth Management, Inc. 0.12% Reduce -69.5% 2,262 $213K
MRA Advisory Group 0.13% New 2,261 $213K
SageView Advisory Group, LLC 0.01% Reduce -94.6% 590 $212K
Prestige Wealth Management Group LLC 0.05% Reduce -63.4% 2,243 $211K
United Bank 0.03% No change 2,242 $211K
HFG Advisors, Inc. 0.19% Reduce -1.1% 2,240 $211K
Montz Harcus Wealth Management LLC 0.14% New 2,232 $210K
Valley National Advisers Inc. 0.03% Reduce -10.3% 2,235 $210K
Firestone Capital Management 0.06% Add +0.0% 2,230 $210K
Bruce G. Allen Investments, LLC 0.17% Reduce -0.9% 2,222 $209K
AXS Investments LLC 0.05% Add +6.9% 2,211 $208K
Andra AP-fonden 0.00% New 2,211 $208K
Monterey Private Wealth, Inc. 0.08% Add +0.6% 2,207 $208K
Klingman & Associates, LLC 0.01% New 2,206 $208K
Glen Eagle Advisors, LLC 0.04% Reduce -6.4% 2,206 $208K
Realta Investment Advisors 0.04% New 2,204 $208K
BKM Wealth Management, LLC 0.09% Add +6.1% 2,204 $208K
Deseret Mutual Benefit Administrators 0.10% Add +8.6% 2,202 $207K
Groesbeck Investment Management Corp. 0.22% No change 2,200 $207K
Centurion Wealth Management LLC 0.08% New 2,194 $207K
180 Wealth Advisors, LLC 0.04% New 2,191 $206K
Equitable Trust Co. 0.01% New 2,191 $206K
Prepared Retirement Institute LLC 0.15% No change 2,190 $206K
Welch Group, LLC 0.01% Reduce -13.5% 2,179 $205K
Clear Creek Financial Management, LLC 0.03% New 2,176 $205K
Coastwise Capital Group, LLC 0.19% Reduce -8.0% 2,174 $205K
Lifestyle Asset Management, Inc. 0.12% Reduce -9.8% 2,172 $205K
Birch Hill Investment Advisors LLC 0.01% Reduce -4.4% 2,171 $204K
FCG Investment Co 0.16% New 2,163 $204K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 2,159 $203K
Bryn Mawr Trust Advisors, LLC 0.01% New 2,148 $202K
SignalPoint Asset Management, LLC 0.06% No change 2,147 $202K
Old North State Trust, LLC 0.17% — 2,124 $200K
Motco 0.01% Reduce -0.3% 2,112 $199K
Boyd Watterson Asset Management LLC 0.07% Add +0.1% 2,106 $198K
Macroview Investment Management LLC 0.22% Add +0.6% 2,082 $196K
Capital Advisors, Ltd. LLC 0.03% Add +9.2% 2,062 $194K
Perennial Investment Advisors, LLC 0.03% New 2,056 $194K
GHP Investment Advisors, Inc. 0.01% No change 2,001 $188K
United Community Bank 0.07% Add +0.8% 2,001 $188K
Atlas Capital Advisors Inc. 0.03% Add +5.5% 1,916 $180K
M&R Capital Management Inc. 0.04% Reduce -6.6% 1,887 $178K
Brown Shipley& Co Ltd 0.06% Add +0.2% 1,877 $176K
Gold Investment Management Ltd. 0.07% Add +0.7% 1,856 $175K
Ofi Invest Asset Management 0.00% Reduce -99.3% 2,001 $174K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -14.1% 1,811 $171K
Royal Fund Management, LLC 0.02% Reduce -10.5% 1,760 $166K
Rise Advisors, LLC 0.09% Add +65.0% 1,760 $166K
Godsey & Gibb, Inc. 0.02% Reduce -0.8% 1,686 $159K
Game Plan Financial Advisors, LLC 0.09% No change 1,600 $151K
Capula Management Ltd 0.01% New 1,595 $150K
Thompson Investment Management, Inc. 0.02% Add +0.1% 1,564 $147K
Park Place Capital Corp 0.05% Reduce -5.1% 1,557 $147K
Laffer Tengler Investments, Inc. 0.05% Add +82.7% 1,544 $145K
Piscataqua Savings Bank 0.13% No change 1,538 $145K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,500 $140K
Concourse Financial Group Securities, Inc. 0.01% Reduce -2.9% 1,455 $137K
Gleason Group, Inc. 0.03% Add +1.1% 1,448 $136K
Riverview Trust Co 0.10% New 1,422 $134K
Washington Trust Advisors, Inc. 0.01% Add +2.7% 1,414 $133K
Covestor Ltd 0.08% Add +110.3% 1,409 $133K
Roble, Belko & Company, Inc 0.02% No change 1,405 $132K
Knuff & Co LLC 0.04% No change 1,370 $129K
Silvant Capital Management LLC 0.01% No change 1,357 $128K
GPS Wealth Strategies Group, LLC 0.02% Reduce -1.4% 1,342 $126K
Indiana Trust & Investment Management Co 0.05% Add +9.9% 1,341 $126K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -14.0% 1,335 $124K
Credential Qtrade Securities Inc. 0.01% No change 1,316 $124K
EntryPoint Capital, LLC 0.11% New 1,296 $122K
West Paces Advisors Inc. 0.03% Add +10.1% 1,283 $121K
Balefire, LLC 0.04% Add +65.7% 1,269 $119K
Armstrong Advisory Group, Inc. 0.01% No change 1,255 $117K
Acadian Asset Management LLC 0.00% Reduce -72.6% 1,248 $117K
JFS Wealth Advisors, LLC 0.01% Add +7.9% 1,230 $116K
Resources Management Corp. /CT/ 0.02% No change 1,215 $114K
Compass Wealth Management LLC 0.03% No change 1,184 $111K
First Financial Corp. 0.06% Add +20.7% 1,179 $111K
Paladin Advisory Group, LLC 0.09% No change 1,156 $108K
WD Rutherford LLC 0.06% New 1,135 $107K
General Partner, Inc. 0.07% Add +846.1% 1,107 $104K
Creekmur Asset Management LLC 0.03% Add +26.6% 1,066 $100K
Sound Income Strategies, LLC 0.01% Add +8.1% 1,047 $99K
Caldwell Sutter Capital, Inc. 0.05% No change 1,044 $98K
Carolinas Wealth Consulting LLC 0.02% Reduce -0.5% 1,039 $98K
MV Capital Management, Inc. 0.01% Reduce -13.8% 1,038 $98K
Centennial Bank 0.05% Reduce -7.6% 1,031 $97K
Hanson & Doremus Investment Management 0.02% Reduce -13.6% 1,025 $97K
PSI Advisors, LLC 0.03% Reduce -59.6% 1,018 $96K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 1,013 $95K
Future Financial Wealth Managment LLC 0.07% New 1,000 $94K
Monetary Management Group Inc. 0.03% Reduce -33.3% 1,000 $94K
Citizens National Bank Trust Department 0.02% No change 1,000 $94K
Tompkins Financial Corp. 0.01% New 1,000 $94K
Robinswood Financial LLC 0.04% No change 1,000 $94K
Gilliland Jeter Wealth Management LLC 0.03% New 980 $92K
Brown, Lisle/Cummings, Inc. 0.03% No change 975 $92K
Bogart Wealth, LLC 0.00% Reduce -38.5% 970 $91K
Founders Capital Management 0.06% Add +0.9% 962 $91K
Global Financial Private Client, LLC 0.04% No change 964 $90K
Hartford Financial Management Inc. 0.02% Add +2.8% 943 $89K
Ransom Advisory, Ltd 0.04% — 894 $84K
Cranbrook Wealth Management, LLC 0.02% No change 890 $84K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.8% 885 $83K
Cedar Mountain Advisors, LLC 0.02% Add +0.7% 874 $82K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 870 $82K
Jamison Private Wealth Management, Inc. 0.01% Add +30.9% 865 $81K
Dakota Community Bank & Trust NA 0.44% New 862 $81K
Atticus Wealth Management, LLC 0.03% No change 855 $81K
Colonial Trust Co / SC 0.01% Add +76.5% 803 $76K
PARK CIRCLE Co 0.07% No change 800 $75K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -63.2% 799 $75K
SRH Advisors, LLC 0.02% Add +0.8% 779 $73K
Eukles Asset Management 0.03% No change 753 $71K
Kozak & Associates, Inc. 0.02% Add +1.7% 701 $70K
HHM Wealth Advisors, LLC 0.01% No change 741 $70K
Tobam 0.01% Reduce -33.1% 718 $68K
Twin Lakes Capital Management, LLC 0.05% No change 720 $68K
Rational Advisors, Inc. 0.01% Reduce -28.4% 700 $66K
Cedar Wealth Management, LLC 0.02% Add +29.8% 684 $64K
Optiver Holding B.V. 0.00% Reduce -99.8% 676 $64K
CoreFirst Bank & Trust 0.04% No change 661 $62K
FRG Family Wealth Advisors LLC 0.01% New 667 $61K
Wellington Shields & Co., LLC 0.02% No change 626 $59K
LifeSteps Financial, Inc. 0.04% New 621 $58K
Salomon & Ludwin, LLC 0.01% Add +9.5% 621 $58K
Johnson Financial Group, Inc. 0.00% Reduce -74.7% 620 $58K
Hollencrest Capital Management 0.00% Reduce -84.6% 610 $57K
Estabrook Capital Management 0.01% No change 600 $56K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +0.2% 596 $56K
Arax Advisory Partners 0.01% Reduce -0.3% 591 $56K
Bell Investment Advisors, Inc 0.01% Add +7.7% 590 $56K
First United Bank & Trust 0.02% Add +59.8% 588 $55K
Osterweis Capital Management Inc. 0.00% Reduce -0.5% 587 $55K
Horrell Capital Management, Inc. 0.02% No change 583 $55K
Vima LLC 0.06% Reduce -2.8% 625 $55K
Carmichael Hill & Associates, Inc. 0.02% Reduce -0.3% 580 $55K
Colonial Trust Advisors 0.01% Add +56.3% 580 $55K
Bfsg, LLC 0.01% Reduce -6.7% 560 $53K
America First Investment Advisors, LLC 0.01% No change 556 $52K
NFSG Corp 0.02% Reduce -79.4% 554 $52K
Semmax Financial Advisors Inc. 0.02% No change 519 $52K
MeadowBrook Investment Advisors LLC 0.05% No change 544 $51K
Tsfg, LLC 0.01% Reduce -1.1% 536 $50K
Ogorek Anthony Joseph /NY/ 0.02% No change 523 $49K
Sittner & Nelson, LLC 0.02% No change 510 $48K
Riggs Asset Managment Co. Inc. 0.01% Add +1.4% 499 $47K
FSA Wealth Management LLC 0.02% Add +10.6% 492 $46K
Front Row Advisors LLC 0.02% Add +710.0% 486 $46K
Schonfeld Strategic Advisors LLC 0.00% Reduce -94.7% 486 $46K
Northwest Capital Management Inc 0.01% No change 475 $45K
Accordant Advisory Group Inc 0.03% — 470 $44K
Partnership Wealth Management, LLC 0.03% No change 468 $44K
Tortoise Investment Management, LLC 0.01% Add +13.1% 459 $43K
Beacon Capital Management, LLC 0.01% Add +17.5% 456 $43K
Annapolis Financial Services, LLC 0.01% Reduce -35.9% 447 $42K
Abound Wealth Management 0.02% Reduce -4.3% 444 $42K
Provenance Wealth Advisors, LLC 0.01% No change 443 $42K
WR Wealth Planners, LLC 0.01% New 435 $41K
Creative Financial Designs Inc. 0.00% Reduce -49.8% 432 $41K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -10.7% 419 $39K
Norwood Financial Corp 0.06% New 419 $39K
Fortitude Family Office, LLC 0.03% No change 418 $39K
Mark Sheptoff Financial Planning, LLC 0.02% No change 400 $38K
Y.D. More Investments Ltd 0.01% No change 380 $36K
Essex Investment Management Co. LLC 0.01% No change 363 $34K
Eagle Bay Advisors LLC 0.02% Add +15.6% 363 $34K
Harvest Fund Management Co., Ltd 0.00% New 358 $34K
Fernwood Investment Management, LLC 0.01% New 350 $33K
TFC Financial Management, Inc. 0.01% Add +1.8% 345 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 338 $32K
Baldwin Wealth Partners LLC 0.00% Reduce -37.4% 335 $32K
Richardson Financial Services Inc. 0.02% Reduce -43.3% 332 $31K
West Branch Capital LLC 0.01% No change 318 $30K
Center for Financial Planning, Inc. 0.00% Add +108.7% 313 $29K
Byrne Asset Management LLC 0.02% No change 309 $29K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 311 $29K
Main Street Group, LTD 0.01% No change 304 $29K
Islay Capital Management, LLC 0.02% No change 300 $28K
Maryland Capital Advisors Inc. 0.02% No change 300 $28K
Union Savings Bank 0.01% Reduce -23.1% 300 $28K
Miller Wealth Advisors, LLC 0.02% No change 285 $27K
Hilltop National Bank 0.01% — 281 $26K
CGC Financial Services, LLC 0.01% No change 265 $25K
Hillsdale Investment Management Inc. 0.00% No change 260 $24K
Solstein Capital, LLC 0.02% No change 256 $24K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 255 $24K
Wetzel Investment Advisors, Inc. 0.01% No change 259 $23K
Raleigh Capital Management Inc. 0.01% Add +276.9% 245 $23K
Davis Capital Management 0.02% Add +134.3% 246 $23K
Plante Moran Financial Advisors, LLC 0.00% Reduce -2.5% 230 $22K
Northwest Investment Counselors, LLC 0.01% New 225 $21K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 210 $20K
Janiczek Wealth Management, LLC 0.00% Reduce -4.1% 209 $20K
Delos Wealth Advisors, LLC 0.02% Reduce -49.1% 205 $19K
Ruedi Wealth Management, Inc. 0.01% New 195 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 192 $18K
Bare Financial Services, Inc 0.02% No change 199 $18K
Red Tortoise LLC 0.01% Add +0.5% 189 $18K
Glass Jacobson Investment Advisors llc 0.01% Add +0.5% 186 $17K
Broadwater Capital Management LLC 0.01% No change 183 $17K
Iron Horse Wealth Management, LLC 0.01% No change 182 $17K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +81.0% 181 $17K
Avion Wealth 0.00% Add +7.2% 178 $17K
Silicon Valley Capital Partners 0.00% Add +0.6% 178 $17K
Aspect Partners, LLC 0.01% No change 177 $17K
Towne Trust Company, N.A 0.01% Add +46.2% 174 $16K
Private Wealth Management Group, LLC 0.01% No change 173 $16K
Archer Investment Corp 0.00% Add +3.0% 171 $16K
Horizon Bancorp Inc. 0.01% No change 173 $16K
Planning Capital Management Corp 0.01% Reduce -26.9% 166 $16K
First PREMIER Bank 0.00% No change 156 $15K
Global Assets Advisory, LLC 0.01% New 157 $15K
JNBA Financial Advisors 0.00% No change 152 $14K
Redmont Wealth Advisors LLC 0.02% New 142 $13K
TD Capital Management LLC 0.00% No change 140 $13K
Kelly Financial Services LLC 0.00% Add +0.8% 134 $13K
Exchange Traded Concepts, LLC 0.00% Reduce -71.7% 130 $12K
Penserra Capital Management LLC 0.00% Reduce -97.7% 135 $12K
Stephens Consulting, LLC 0.00% No change 125 $12K
Gables Capital Management Inc. 0.01% No change 120 $11K
ORG Partners LLC 0.02% Reduce -65.4% 119 $11K
Oliver Lagore Vanvalin Investment Group 0.00% No change 118 $11K
Transcendent Capital Group LLC 0.01% No change 117 $11K
NCP Inc. 0.01% — 115 $11K
Frazier Financial Advisors, LLC 0.01% Add +3.7% 113 $11K
Nordwand Advisors, LLC 0.00% No change 113 $11K
Dogwood Wealth Management LLC 0.01% Add +0.9% 112 $11K
Rakuten Securities, Inc. 0.00% Reduce -87.9% 112 $11K
Dunhill Financial, LLC 0.01% Add +19.1% 112 $11K
Raffa Wealth Management, LLC 0.00% No change 111 $10K
TruNorth Capital Management, LLC 0.00% — 110 $10K
RFP Financial Group LLC 0.00% Reduce -26.2% 104 $10K
Laurel Wealth Advisors LLC 0.00% No change 104 $10K
nVerses Capital, LLC 0.02% New 100 $9K
Morton Brown Family Wealth, LLC 0.00% No change 98 $9K
LRI Investments, LLC 0.00% — 93 $9K
PayPay Securities Corp 0.43% Reduce -5.2% 92 $9K
Birchbrook, Inc. 0.01% Add +1.1% 92 $9K
Frank, Rimerman Advisors LLC 0.00% No change 91 $9K
Legend Financial Advisors, Inc. 0.01% No change 87 $8K
Ancora Advisors LLC 0.00% No change 86 $8K
Atwood & Palmer Inc. 0.00% No change 85 $8K
Chesapeake Asset Management LLC 0.01% No change 83 $8K
Beaird Harris Wealth Management, LLC 0.00% Add +382.4% 82 $8K
Mma Asset Management LLC 0.00% New 81 $8K
Cornerstone Planning Group LLC 0.00% Reduce -20.0% 80 $7K
ICA Group Wealth Management, LLC 0.00% No change 75 $7K
Coston, McIsaac & Partners 0.00% No change 77 $7K
First Community Trust NA 0.01% No change 73 $7K
Creative Capital Management Investments LLC 0.00% No change 72 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.6% 71 $7K
SJS Investment Consulting Inc. 0.00% Reduce -81.0% 70 $7K
Arcadia Investment Management Corp. 0.00% No change 70 $7K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +11.1% 70 $7K
Stone House Investment Management, LLC 0.00% No change 70 $7K
McIlrath & Eck, LLC 0.00% No change 70 $7K
Abich Financial Wealth Management LLC 0.00% New 57 $5K
Your Advocates Ltd., LLP 0.00% No change 56 $5K
HighMark Wealth Management LLC 0.00% New 53 $5K
Evermay Wealth Management LLC 0.00% Reduce -87.4% 52 $5K
Valued Wealth Advisors LLC 0.00% Reduce -59.7% 48 $5K
Westend Capital Management, LLC 0.00% — 47 $4K
Blume Capital Management, Inc. 0.00% No change 47 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -50.0% 40 $4K
Cassady Schiller Wealth Management, LLC 0.00% No change 38 $4K
First Pacific Financial 0.00% New 35 $3K
FPC Investment Advisory, Inc. 0.00% — 27 $3K
Acima Private Wealth, LLC 0.00% No change 26 $2K
POM Investment Strategies, LLC 0.00% No change 21 $2K
Impact Partnership Wealth, LLC 0.00% No change 20 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 19 $2K
Arlington Trust Co LLC 0.00% Reduce -58.5% 17 $2K
Horizons Wealth Management 0.00% No change 17 $2K
Kessler Investment Group, LLC 0.00% New 15 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 13 $1K
Aspire Private Capital, LLC 0.00% Reduce -80.6% 13 $1K
TFO Wealth Partners, LLC 0.00% No change 12 $1K
Versant Capital Management, Inc 0.00% Reduce -90.2% 5 $471
WestEnd Advisors, LLC 0.00% New 5 $471
Highline Wealth Partners LLC 0.00% No change 4 $392
State of Wyoming 0.00% Reduce -33.3% 4 $377
Global Wealth Strategies & Associates 0.00% New 4 $377
ClariVest Asset Management LLC 0.00% New 4 $374
Caitlin John, LLC 0.00% Reduce -25.0% 3 $291
First Command Advisory Services, Inc. 0.00% Reduce -63.6% 16 $188
Tradewinds Capital Management, LLC 0.00% No change 1 $95
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $95
Hantz Financial Services, Inc. 0.00% Reduce -97.2% 4 $0
VitalStone Financial, LLC 0.00% No change 1 $0

"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.