Morgan StanleyMS

13F holders, Q2 2024 (June 30)
1,827holders +29
143new positions
107sold out
11famous investors
$97.13avg. 13F price*

At the end of Q2 2024, 1,827 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 29 from Q1 2024. 143 opened new positions and 107 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($36.6B), State Street Corp. ($10.7B) and Vanguard Group Inc. ($10.6B). 11 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions143$288.3M
Exits107$355.6M

All 13F filers, Q1 2024 → Q2 2024: 46,895,054 shares bought and 50,931,072 shares sold, net −4,036,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,827 holders

Mitsubishi Ufj Financial Group Inc. 100.00% No change 377,085,167 $36.6B
State Street Corp. 0.47% Reduce -1.2% 110,268,763 $10.7B
Vanguard Group Inc. 0.20% Add +0.2% 108,650,157 $10.6B
BlackRock Inc. 0.19% Reduce -5.4% 84,368,261 $8.2B
JPMorgan Chase & Co. 0.42% Reduce -1.4% 49,595,731 $4.8B
Wellington Management Group LLP 0.67% Reduce -10.2% 38,531,143 $3.7B
Capital International Investors 0.59% Add +4.2% 29,690,060 $2.9B
Geode Capital Management, LLC 0.21% Add +1.8% 24,971,096 $2.4B
FMR LLC 0.14% Add +34.3% 23,176,614 $2.3B
Fisher Asset Management 0.92% Add +5.0% 21,814,109 $2.1B
Bank of America Corp. 0.20% Reduce -7.5% 21,016,146 $2.0B
Massachusetts Financial Services Co. 0.58% Reduce -1.7% 19,490,842 $1.9B
Norges Bank 0.21% Add +8.1% 14,346,860 $1.4B
Goldman Sachs Group Inc. 0.26% Add +39.1% 13,739,561 $1.3B
Ameriprise Financial Inc. 0.34% Reduce -2.1% 13,015,331 $1.3B
Bank of New York Mellon Corp 0.24% Add +2.4% 12,875,677 $1.3B
T. Rowe Price Associates Inc. 0.15% Reduce -2.0% 12,632,804 $1.2B
Northern Trust Corp. 0.20% Add +1.3% 11,967,496 $1.2B
Charles Schwab Investment Management Inc. 0.20% Add +0.8% 10,956,373 $1.1B
Invesco Ltd. 0.22% Reduce -5.8% 10,806,492 $1.1B
UBS Group AG 0.30% Add +13.6% 9,963,250 $968.3M
Manufacturers Life Insurance Company, The 0.82% Reduce -5.6% 8,980,242 $872.8M
Dimensional Fund Advisors LP 0.22% Add +2.8% 8,834,372 $858.6M
Capital Research Global Investors 0.18% Reduce -16.1% 8,655,732 $841.3M
Legal & General Group Plc 0.23% Reduce -1.4% 8,203,399 $797.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +35.5% 8,068,397 $784.2M
Royal Bank of Canada 0.18% Add +69.7% 7,769,672 $755.1M
Boston Partners 0.87% Add +0.0% 7,153,515 $697.5M
Janus Henderson Group PLC 0.35% Reduce -2.2% 6,756,525 $656.7M
Bank of Montreal 0.18% Reduce -7.2% 6,163,303 $602.9M
Morgan Stanley 0.05% Add +1.5% 6,068,850 $589.8M
Nuveen Asset Management, LLC 0.17% Reduce -0.8% 5,912,713 $574.7M
Capital World Investors 0.09% Add +0.0% 5,609,171 $545.2M
Amundi 0.20% Reduce -7.2% 5,304,672 $527.9M
Barclays PLC 0.24% Reduce -38.6% 5,356,164 $520.6M
Principal Financial Group Inc. 0.27% Add +0.1% 4,675,685 $454.4M
Schroder Investment Management Group 0.50% Add +18.6% 4,669,837 $453.9M
Franklin Resources Inc. 0.14% Reduce -31.3% 4,481,328 $435.5M
Deutsche Bank AG 0.18% Add +26.7% 4,177,814 $406.0M
Wells Fargo & Company 0.10% Add +6.3% 4,152,019 $403.5M
Voya Investment Management LLC 0.44% Add +31.1% 3,985,049 $387.3M
HSBC Holdings PLC 0.20% Reduce -3.0% 3,261,248 $316.6M
Alliancebernstein L.P. 0.10% Reduce -2.4% 2,830,611 $275.1M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -7.8% 2,704,068 $262.8M
Cullen Capital Management, LLC 2.89% Reduce -4.7% 2,580,429 $250.8M
Rhumbline Advisers 0.23% Add +0.2% 2,516,009 $244.5M
Envestnet Asset Management Inc. 0.09% Add +4.1% 2,512,442 $244.2M
California Public Employees Retirement System 0.18% Reduce -31.3% 2,468,311 $239.9M
National Bank of Canada 0.36% Add +282.5% 2,345,860 $232.6M
Canada Pension Plan Investment Board 0.22% Reduce -33.5% 2,333,770 $226.8M
PNC Financial Services Group, Inc. 0.14% Reduce -1.5% 2,225,075 $216.3M
Marshall Wace, LLP 0.29% Add +530.6% 2,083,424 $202.5M
National Pension Service 0.23% Add +0.9% 2,074,513 $201.6M
Ensign Peak Advisors, Inc 0.37% Reduce -9.3% 2,063,707 $200.6M
Fayez Sarofim & Co 0.54% Add +77.6% 2,058,135 $200.0M
California State Teachers Retirement System 0.24% Add +0.1% 1,985,193 $192.9M
Lord, Abbett & Co. LLC 0.63% Add +1.4% 1,977,082 $192.2M
Unisphere Establishment 1.91% No change 1,950,000 $189.5M
Nordea Investment Management AB 0.22% Reduce -14.1% 1,910,891 $185.2M
Citigroup Inc. 0.17% Add +7.1% 1,833,872 $178.2M
Ontario Teachers Pension Plan Board 1.73% Reduce -69.2% 1,791,472 $174.1M
Neuberger Berman Group LLC 0.14% Reduce -11.3% 1,773,697 $172.4M
Raymond James & Associates 0.11% Add +2.0% 1,734,048 $168.5M
Corient Private Wealth LP 0.29% Reduce -9.0% 1,690,074 $164.3M
Millennium Management 0.14% Add +61.9% 1,680,185 $163.3M
BNP Paribas Financial Markets 0.18% Add +67.5% 1,654,210 $160.8M
Focused Investors LLC 5.21% Reduce -2.7% 1,649,700 $160.3M
Macquarie Group Ltd. 0.18% Add +7.5% 1,644,188 $159.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Add +11.4% 1,636,366 $159.0M
New York State Common Retirement Fund 0.20% Reduce -1.9% 1,601,607 $155.7M
Stifel Financial Corp. 0.17% Add +1.2% 1,542,924 $150.0M
CANADA LIFE ASSURANCE Co 0.28% Add +8.6% 1,541,908 $149.9M
Fifth Third Bancorp 0.56% Reduce -5.3% 1,526,147 $148.3M
Primecap Management Co. 0.11% Reduce -4.0% 1,505,901 $146.4M
Prudential Financial Inc. 0.21% Add +57.7% 1,472,058 $143.1M
D. E. Shaw & Co. 0.22% Add +14.7% 1,466,767 $142.6M
Aberdeen Group plc 0.27% Add +1.8% 1,466,181 $142.5M
LPL Financial LLC 0.07% Add +15.8% 1,408,908 $136.9M
FIL Ltd 0.13% Reduce -7.4% 1,395,656 $135.6M
Hamlin Capital Management, LLC 3.97% Reduce -1.0% 1,387,091 $134.9M
Federated Hermes, Inc. 0.32% Reduce -5.6% 1,372,582 $133.4M
Qube Research & Technologies Ltd 0.24% Add +56.3% 1,329,405 $129.2M
Public Employees Retirement Association of Colorado 0.53% Reduce -0.3% 1,297,437 $126.1M
Evercore Wealth Management, LLC 1.98% Reduce -0.5% 1,292,178 $125.6M
Tredje AP-fonden 1.14% Add +6.5% 1,217,673 $118.3M
New York State Teachers Retirement System 0.25% Reduce -4.5% 1,208,217 $117.4M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -2.3% 1,200,334 $116.7M
State Board of Administration of Florida Retirement System 0.22% Reduce -17.8% 1,167,614 $113.5M
American Century Companies Inc. 0.07% Reduce -3.7% 1,153,910 $112.1M
Natixis Advisors, LLC 0.24% Add +5.3% 1,136,587 $110.5M
Artisan Partners Limited Partnership 0.17% Add +6.7% 1,127,176 $109.6M
Bessemer Group Inc. 0.19% Add +44.2% 1,123,905 $109.2M
Commerce Bank 0.71% Add +0.1% 1,120,850 $108.9M
Douglas Lane & Associates, LLC 1.42% Reduce -0.7% 1,031,403 $100.2M
Capital Fund Management S.A. 1.13% Add +17.1% 1,023,881 $99.5M
Retirement Systems of Alabama 0.38% Reduce -4.2% 1,004,952 $97.7M
Korea Investment CORP 0.24% Add +0.1% 987,357 $96.0M
Connor, Clark & Lunn Investment Management Ltd. 0.40% Add +54.2% 979,828 $95.2M
Wealth Enhancement Advisory Services, LLC 0.22% Add +0.9% 947,905 $92.1M
Squarepoint Ops LLC 0.34% Add +99.6% 930,003 $90.4M
DNB Asset Management AS 0.43% Add +14.2% 924,790 $89.9M
Brandywine Global Investment Management, LLC 0.65% Add +3.4% 893,636 $86.9M
Russell Investments Group, Ltd. 0.14% Reduce -2.1% 867,939 $84.2M
M&T Bank Corp 0.29% Reduce -0.8% 860,830 $83.7M
Allianz Asset Management GmbH 0.13% Reduce -6.8% 855,576 $83.2M
Citadel Advisors 0.08% Add +803.5% 847,730 $82.4M
Swedbank AB 0.11% Reduce -11.3% 824,754 $80.2M
Aristotle Capital Management, LLC 0.15% Reduce -11.5% 820,000 $79.7M
Clark Capital Management Group, Inc. 0.59% Add +85.7% 819,890 $79.7M
RBF Capital, LLC 4.60% No change 810,432 $78.8M
UniSuper Management Pty Ltd 0.65% Add +6.9% 806,503 $78.4M
US Bancorp \de 0.10% Reduce -0.6% 778,928 $75.7M
HighTower Advisors, LLC 0.12% Add +16.4% 800,883 $75.7M
Man Group plc 0.20% Add +45.3% 775,128 $75.3M
Storebrand Asset Management As 0.25% Reduce -0.4% 763,740 $74.2M
TCW Group Inc. 0.66% Add +23.6% 758,323 $73.7M
Aviva PLC 0.21% Add +27.1% 752,441 $73.1M
Pzena Investment Management LLC 0.26% Reduce -0.3% 749,823 $72.9M
Ossiam 1.35% Add +219.8% 732,480 $71.2M
Rathbones Group PLC 0.38% Add +4.8% 720,144 $70.0M
Factory Mutual Insurance Co. 0.79% Add +6.8% 715,250 $69.5M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -1.5% 687,725 $66.8M
State of Wisconsin Investment Board 0.18% Reduce -1.0% 686,700 $66.7M
Bank of Nova Scotia 0.13% Add +156.3% 686,589 $66.7M
Truist Financial Corp. 0.10% Reduce -4.7% 685,767 $66.6M
Public Employees Retirement System of Ohio 0.25% Add +16.6% 672,008 $65.3M
Susquehanna International Group, LLP 0.12% Reduce -47.7% 670,514 $65.2M
Mariner, LLC 0.13% Add +3.1% 665,521 $64.7M
Employees Retirement System of Texas 0.71% Add +16.9% 659,400 $64.1M
Caisse de depot et placement du Quebec 0.15% Add +53.6% 654,781 $63.6M
Victory Capital Management Inc. 0.06% Add +3.6% 644,671 $62.7M
Pictet Asset Management Holding SA 0.07% Reduce -1.9% 626,485 $60.9M
Clearbridge Investments, LLC 0.05% Reduce -3.7% 625,756 $60.8M
Woodley Farra Manion Portfolio Management Inc. 3.27% Add +2.0% 620,829 $60.3M
AEGON ASSET MANAGEMENT UK Plc 0.85% Add +3.0% 621,413 $60.3M
Jane Street Group, LLC 0.07% Add +37.5% 615,701 $59.8M
LGT Capital Partners LTD. 2.00% Add +9.7% 604,120 $58.7M
TD Asset Management Inc 0.05% Reduce -6.3% 597,123 $58.0M
Royal London Asset Management Ltd. 0.15% Reduce -0.3% 587,778 $57.1M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -3.7% 587,742 $57.1M
DekaBank Deutsche Girozentrale 0.10% Reduce -15.6% 584,912 $56.1M
Calamos Advisors LLC 0.39% Reduce -17.4% 574,569 $55.8M
Teewinot Capital Advisers, L.L.C. 5.33% Add +40.0% 555,925 $54.0M
Arrowstreet Capital, Limited Partnership 0.05% Add +1465.9% 548,458 $53.3M
Chilton Investment Co. Inc. 1.45% Reduce -28.5% 530,661 $51.6M
Atalanta Sosnoff Capital, LLC 1.16% Add +32.4% 527,311 $51.2M
Sei Investments Co. 0.07% Add +1.6% 526,151 $51.1M
Treasurer of the State of North Carolina 0.21% Reduce -1.1% 520,507 $50.6M
Danske Bank A/S 0.19% Reduce -8.5% 518,972 $50.4M
Gateway Investment Advisers LLC 0.56% Reduce -3.7% 509,347 $49.5M
Lazard Freres Gestion S.A.S. 1.14% Add +0.5% 532,585 $49.3M
Worldquant Millennium Advisors LLC 0.45% Add +155.9% 502,899 $48.9M
Asset Management One Co., Ltd. 0.19% Reduce -0.4% 501,586 $48.7M
Teachers Retirement System of the State of Kentucky 0.44% Add +3.4% 501,301 $48.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +8.3% 490,288 $47.7M
Capital Advisors Inc. 0.95% Add +1.9% 472,729 $45.9M
Nisa Investment Advisors, LLC 0.29% Reduce -2.4% 467,921 $45.5M
Pinnacle Associates Ltd. 0.69% Reduce -2.5% 452,566 $44.0M
State of New Jersey Common Pension Fund D 0.19% Reduce -36.4% 451,970 $43.9M
Zurich Insurance Group Ltd 0.38% New 451,180 $43.9M
Migdal Insurance & Financial Holdings Ltd. 0.72% Reduce -0.1% 442,880 $43.0M
State of Tennessee, Department of Treasury 0.16% Add +4.7% 441,986 $43.0M
Rafferty Asset Management, LLC 0.16% Reduce -0.1% 440,139 $42.8M
Handelsbanken Fonder AB 0.19% Add +3.2% 439,439 $42.7M
Todd Asset Management LLC 0.88% Add +12.4% 433,798 $42.2M
Commonwealth Equity Services, LLC 0.07% Add +0.6% 424,742 $41.3M
Natixis 0.26% Add +358.1% 424,217 $41.2M
STRS Ohio 0.16% Reduce -7.1% 415,364 $40.4M
Toronto Dominion Bank 0.06% Reduce -28.5% 409,141 $39.8M
AXA S.A. 0.12% Reduce -2.8% 398,734 $38.8M
Resona Asset Management Co.,Ltd. 0.23% Reduce -5.7% 396,735 $38.5M
Candriam S.C.A. 0.23% Add +114.5% 393,841 $38.3M
Cibc World Market Inc. 0.09% Reduce -17.1% 389,324 $37.8M
Credit Agricole S A 0.23% Add +251.4% 389,212 $37.8M
Fiduciary Trust Co 0.55% Reduce -0.6% 374,358 $36.4M
Basswood Capital Management, L.L.C. 2.33% No change 369,259 $35.9M
Robeco Institutional Asset Management B.V. 0.08% Add +83.1% 367,254 $35.7M
Swiss Life Asset Management Ltd 0.42% Add +5.6% 365,418 $35.5M
Conning Inc. 1.33% Reduce -9.5% 365,298 $35.4M
Ferguson Wellman Capital Management, Inc. 0.72% Reduce -0.1% 364,106 $35.4M
Agf Management Ltd. 0.20% Reduce -18.8% 363,559 $35.3M
Gradient Investments LLC 0.79% Reduce -0.4% 362,321 $35.2M
Nomura Asset Management Co. Ltd. 0.12% Add +2.8% 360,421 $35.0M
Arizona State Retirement System 0.23% Add +0.7% 355,555 $34.6M
Oppenheimer Asset Management Inc. 0.44% Add +17.5% 352,518 $34.3M
Corebridge Financial, Inc. 0.19% — 350,703 $34.1M
Hosking Partners LLP 1.26% Reduce -7.8% 350,334 $34.0M
State of Michigan Retirement System 0.17% Reduce -0.1% 342,726 $33.3M
Vontobel Holding Ltd. 0.11% Add +9.1% 342,499 $33.3M
MetLife Investment Management, LLC 0.19% Add +14.9% 335,339 $32.6M
Comerica Bank 0.14% Add +0.0% 334,732 $32.5M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -17.5% 332,626 $32.3M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +165.0% 331,200 $32.2M
GW&K Investment Management, LLC 0.29% Reduce -2.1% 324,353 $31.5M
Focus Partners Wealth 0.11% Add +136.2% 322,036 $31.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.94% Reduce -0.1% 321,642 $31.3M
Renaissance Technologies 0.05% Reduce -19.7% 318,624 $31.0M
Ofi Invest Asset Management 0.82% Add +16858.9% 339,348 $30.8M
KBC Group NV 0.09% Add +1.4% 315,248 $30.6M
Erste Asset Management GmbH 0.40% Add +3.4% 316,633 $30.5M
Chilton Capital Management LLC 1.33% Reduce -8.0% 304,880 $29.6M
Matrix Asset Advisors Inc. 3.53% Reduce -0.7% 303,851 $29.5M
Janney Montgomery Scott LLC 0.09% Reduce -7.8% 300,203 $29.2M
CIBC Private Wealth Group LLC 0.05% Reduce -2.6% 288,450 $29.0M
Varma Mutual Pension Insurance Co 0.23% Reduce -7.3% 295,412 $28.7M
Madison Asset Management, LLC 0.35% Reduce -15.8% 291,336 $28.3M
Mackenzie Financial Corp. 0.04% Add +2.0% 288,336 $28.0M
Blue Chip Partners, LLC 2.56% Add +3.0% 285,276 $27.7M
Badgley Phelps Wealth Managers, LLC 0.68% Add +2.3% 282,680 $27.5M
Trexquant Investment LP 0.42% Add +108.2% 280,773 $27.3M
Baird Financial Group, Inc. 0.06% Add +21.0% 280,125 $27.2M
Mn Services Vermogensbeheer B.V. 0.20% Reduce -4.2% 278,300 $27.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -0.1% 274,866 $26.7M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +13.0% 271,628 $26.4M
Heritage Investors Management Corp. 0.91% Reduce -1.0% 267,118 $26.0M
Maple Capital Management, Inc. 2.07% Add +2.3% 263,107 $25.6M
Forsta Ap-Fonden 0.23% Reduce -11.6% 262,663 $25.5M
Bollard Group LLC 0.71% Add +1.8% 260,528 $25.3M
Adams Diversified Equity Fund, Inc. 0.86% Reduce -14.4% 258,669 $25.1M
Annex Advisory Services, LLC 0.89% Add +8.5% 258,666 $25.1M
Crossmark Global Holdings, Inc. 0.48% Add +2.3% 257,736 $25.0M
Gabelli Funds LLC 0.19% Reduce -3.4% 256,401 $24.9M
NFJ Investment Group, LLC 0.76% Reduce -4.6% 254,669 $24.8M
Cibc World Markets Corp. 0.16% Reduce -24.1% 254,374 $24.7M
ProShare Advisors LLC 0.07% Add +4.7% 254,118 $24.7M
Teacher Retirement System of Texas 0.14% Add +51.0% 253,272 $24.6M
Keybank National Association 0.10% Reduce -1.8% 253,151 $24.6M
HRT Financial LP 0.14% Reduce -38.6% 252,956 $24.6M
Assetmark, Inc. 0.08% Add +10.7% 251,593 $24.5M
MML Investors Services, LLC 0.10% Add +3.0% 251,199 $24.4M
IFM Investors Pty Ltd 0.25% Add +0.5% 250,207 $24.3M
Harvest Portfolios Group Inc. 0.93% Reduce -9.2% 249,071 $24.2M
Amalgamated Bank 0.21% Reduce -2.2% 248,826 $24.2M
SG Americas Securities, LLC 0.16% Reduce -16.9% 248,376 $24.1M
TD Waterhouse Canada Inc. 0.21% Add +1.1% 239,757 $23.8M
Rockefeller Capital Management L.P. 0.07% Reduce -41.0% 239,956 $23.3M
Ninety One UK Ltd 0.06% No change 238,947 $23.2M
Czech National Bank 0.27% Add +8.2% 238,462 $23.2M
Susquehanna Portfolio Strategies, LLC 0.95% Reduce -53.4% 237,080 $23.0M
Tudor Investment Corporation 0.26% Add +460.5% 236,907 $23.0M
Acadian Asset Management LLC 0.07% Add +18827.6% 236,217 $23.0M
Connors Investor Services Inc. 2.39% Add +0.0% 235,904 $22.9M
Capital Group Private Client Services, Inc. 0.23% Reduce -1.3% 235,706 $22.9M
QRG Capital Management, Inc. 0.27% Add +5.1% 235,470 $22.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Add +59.3% 234,923 $22.8M
Quadrature Capital Ltd 0.38% Reduce -34.5% 234,262 $22.8M
Beacon Investment Advisory Services, Inc. 0.97% Add +1.2% 232,504 $22.6M
Edge Capital Group, LLC 1.09% Add +3.6% 232,443 $22.6M
AMF Tjanstepension AB 0.17% Reduce -66.3% 231,181 $22.5M
Abner Herrman & Brock LLC 2.85% Add +3.1% 231,165 $22.5M
Valley Wealth Managers, Inc. 1.73% Reduce -6.2% 223,797 $21.8M
Chartwell Investment Partners, LLC 0.76% Add +0.8% 223,391 $21.7M
First Trust Advisors LP 0.02% Add +6.8% 221,957 $21.6M
USS Investment Management Ltd 0.17% Add +1.6% 215,494 $20.9M
Bailard, Inc. 0.57% Reduce -1.1% 213,660 $20.8M
Moody LYNN Lieberson & Walker, LLC 1.36% Add +1.2% 213,129 $20.7M
Public Sector Pension Investment Board 0.13% Add +7.7% 212,183 $20.6M
Lazard Asset Management LLC 0.03% Add +470.9% 211,977 $20.6M
Creative Planning 0.02% Add +24.6% 211,212 $20.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.58% No change 210,951 $20.5M
O'shaughnessy Asset Management, LLC 0.21% Add +6.7% 207,473 $20.2M
UMB Bank, n.a. 0.33% Reduce -21.8% 207,204 $20.1M
Copeland Capital Management, LLC 0.37% Add +3.8% 206,102 $20.0M
Susquehanna Fundamental Investments, LLC 0.46% New 206,066 $20.0M
Cerity Partners LLC 0.05% Reduce -11.4% 204,013 $19.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Reduce -11.6% 202,624 $19.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% No change 202,252 $19.7M
Certuity, LLC 1.57% Reduce -0.7% 201,936 $19.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.22% — 201,333 $19.6M
J.P. Marvel Investment Advisors, LLC 3.20% No change 200,512 $19.5M
LVM Capital Management Ltd. 2.18% Reduce -3.7% 196,837 $19.1M
Payden & Rygel Investment Group 1.51% Reduce -9.3% 192,800 $18.7M
Payden & Rygel 1.51% Reduce -9.3% 192,800 $18.7M
Utah Retirement Systems 0.22% Reduce -5.8% 191,268 $18.6M
New York Life Investment Management LLC 0.19% Add +0.7% 190,955 $18.6M
CIBC Asset Management Inc 0.07% Reduce -9.4% 190,474 $18.5M
Ilmarinen Mutual Pension Insurance Co 0.21% No change 188,484 $18.3M
Bridger Management, LLC 9.39% No change 187,714 $18.2M
Pacific Heights Asset Management LLC 1.42% No change 185,000 $18.0M
Mutual of America Capital Management LLC 0.20% Reduce -0.7% 184,041 $17.9M
MAI Capital Management 0.18% Reduce -1.6% 183,613 $17.8M
Nexus Investment Management ULC 1.86% No change 182,027 $17.7M
NorthCrest Asset Manangement, LLC 0.58% Add +0.4% 180,576 $17.6M
Yousif Capital Management, LLC 0.20% Reduce -2.1% 178,688 $17.4M
Curi Capital, LLC 0.42% Reduce -22.0% 178,071 $17.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 177,190 $17.2M
Cubist Systematic Strategies, LLC 0.30% New 176,460 $17.2M
GAMCO Investors 0.19% Reduce -7.3% 175,816 $17.1M
HUB Investment Partners, LLC 0.82% Add +0.4% 175,695 $17.1M
Peapack Gladstone Financial Corp. 0.26% Add +0.7% 175,225 $17.0M
Xponance LLC 0.17% Add +1.0% 174,637 $17.0M
Ninety One SA (Pty) Ltd 2.60% New 173,121 $16.8M
Edgar Lomax Co. 1.08% Reduce -1.7% 172,240 $16.7M
Osaic Holdings, Inc. 0.04% Reduce -7.3% 170,481 $16.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +9.4% 170,050 $16.5M
Mercer Global Advisors Inc. 0.04% Add +6.3% 170,133 $16.5M
Grand Jean Capital Management Inc. 4.11% Add +0.8% 169,585 $16.5M
Daiichi Life Insurance Co., Ltd. 0.39% Add +1.5% 166,064 $16.1M
Walleye Trading LLC 0.32% Add +5505.4% 164,911 $16.0M
Pathstone Holdings, LLC 0.07% Add +2.0% 163,476 $15.9M
Optiver Holding B.V. 0.30% Add +23445.6% 159,168 $15.5M
Brown Advisory Inc. 0.02% Reduce -20.0% 158,418 $15.4M
Blair William & Co. 0.05% Reduce -4.1% 158,018 $15.4M
FineMark National Bank & Trust 0.56% Add +1.4% 157,575 $15.3M
Appleton Partners Inc. 1.18% Reduce -3.0% 157,336 $15.3M
Pittenger & Anderson Inc. 0.62% Reduce -0.1% 156,060 $15.2M
ExodusPoint Capital Management, LP 0.17% New 155,144 $15.1M
Wesbanco Bank Inc. 0.56% Add +3.7% 154,474 $15.0M
Prudential PLC 0.10% Reduce -0.8% 153,269 $14.9M
Glenmede Trust Co. NA 0.08% Reduce -2.6% 152,664 $14.8M
Cetera Investment Advisers 0.03% Reduce -31.5% 153,215 $14.8M
Sanctuary Advisors, LLC 0.11% — 158,689 $14.7M
Telos Capital Management, Inc. 1.62% Add +0.8% 150,367 $14.6M
Janney Capital Management LLC 1.02% Reduce -4.2% 149,374 $14.5M
State of Alaska, Department of Revenue 0.16% Reduce -0.3% 148,562 $14.4M
Fred Alger Management, LLC 0.07% Add +5.9% 146,576 $14.2M
Guggenheim Capital LLC 0.10% Reduce -19.2% 146,359 $14.2M
Nissay Asset Management Corp. /Japan 0.09% Add +2.1% 145,101 $14.1M
Argent Trust Co 0.62% Reduce -0.1% 143,798 $14.0M
Los Angeles Capital Management LLC 0.05% Add +2051.8% 143,137 $13.9M
APG Asset Management N.V. 0.02% Add +163.8% 152,992 $13.9M
Ethic Inc. 0.32% Add +18.9% 142,063 $13.8M
Daiwa Securities Group Inc. 0.07% Add +11.9% 141,033 $13.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +3.9% 140,982 $13.7M
Bokf, NA 0.24% Add +44.3% 139,351 $13.5M
Walleye Capital LLC 0.15% Add +471.7% 138,287 $13.4M
Capital International, Inc. 0.18% Reduce -1.9% 135,835 $13.2M
Oak Harvest Investment Services 2.06% Add +5.5% 134,541 $13.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.3% 134,420 $13.1M
NorthCoast Asset Management LLC 0.11% Add +18.5% 133,701 $13.0M
Kestra Private Wealth Services, LLC 0.26% Add +9.2% 133,393 $13.0M
Oppenheimer & Co. Inc. 0.21% Add +1.6% 132,844 $12.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -19.8% 131,978 $12.8M
Greenwich Wealth Management LLC 0.93% Reduce -6.1% 131,067 $12.7M
Cwm, LLC 0.06% Add +4.7% 131,038 $12.7M
Aptus Capital Advisors, LLC 0.23% Add +31.0% 123,940 $12.0M
Captrust Financial Advisors 0.04% Reduce -0.0% 122,055 $11.9M
Grassi Investment Management 1.04% No change 120,750 $11.7M
ING Groep NV 0.07% Reduce -1.6% 119,678 $11.6M
Wealthfront Advisers LLC 0.04% Add +24.3% 119,246 $11.6M
Nixon Peabody Trust Co. 0.99% Reduce -0.9% 114,916 $11.2M
AQR Capital Management 0.02% Add +34.6% 115,128 $11.1M
Capital Analysts, LLC 0.48% Add +3.5% 112,806 $11.0M
Vanguard Personalized Indexing Management, LLC 0.21% Add +20.2% 114,002 $10.9M
Achmea Investment Management B.V. 0.19% Reduce -3.0% 111,885 $10.9M
Boston Common Asset Management, LLC 0.28% Add +2.9% 111,429 $10.8M
Ieq Capital, LLC 0.15% Add +6.1% 111,229 $10.8M
Svenska Handelsbanken AB (publ) 3.01% No change 114,745 $10.8M
Cresset Asset Management, LLC 0.05% Add +27.2% 110,599 $10.7M
Element Capital Management LLC 0.83% New 110,048 $10.7M
BTC Capital Management, Inc. 0.99% Reduce -5.3% 109,309 $10.6M
Kestra Advisory Services, LLC 0.06% Add +15.2% 110,924 $10.6M
Earnest Partners LLC 0.05% Reduce -0.7% 108,362 $10.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -13.4% 108,235 $10.5M
Elo Mutual Pension Insurance Co 0.24% Reduce -4.4% 107,571 $10.5M
Oregon Public Employees Retirement Fund 0.21% Add +0.3% 107,412 $10.4M
Level Four Advisory Services, LLC 0.46% Add +107.9% 105,543 $10.3M
Avantax Advisory Services, Inc. 0.07% Add +39.8% 104,591 $10.2M
Allspring Global Investments Holdings, LLC 0.02% Add +34.2% 102,686 $10.0M
Intact Investment Management Inc. 0.37% Reduce -13.8% 102,400 $10.0M
Lowe Brockenbrough & Co. Inc. 0.66% Reduce -0.3% 102,353 $9.9M
New Republic Capital, LLC 4.99% Add +0.1% 102,202 $9.9M
NewEdge Advisors, LLC 0.07% Add +3.9% 101,929 $9.9M
Eagle Capital Management LLC 0.04% Reduce -19.2% 101,771 $9.9M
CTC LLC 0.73% Reduce -41.7% 100,445 $9.8M
Gulf International Bank (UK) Ltd 0.25% Reduce -3.0% 100,439 $9.8M
Viking Fund Management LLC 1.74% Reduce -23.2% 100,000 $9.7M
Scotia Capital Inc. 0.06% Reduce -34.1% 99,643 $9.7M
Lighthouse Investment Partners, LLC 0.54% New 98,806 $9.6M
Dupont Capital Management Corp. 0.84% Reduce -12.4% 98,741 $9.6M
Kintegral Advisory, LLC 0.92% Add +19.9% 98,195 $9.5M
Mediolanum International Funds Ltd 0.16% Add +19.9% 106,459 $9.5M
General Pension Society PZU Joint Stock Co 2.64% No change 97,369 $9.5M
B. Metzler seel. Sohn & Co. AG 0.09% Reduce -4.6% 97,267 $9.5M
Greystone Financial Group, LLC 1.84% Reduce -8.7% 96,573 $9.4M
Mizuho Securities USA LLC 0.21% New 96,483 $9.4M
Centre Asset Management, LLC 2.14% New 95,988 $9.3M
Atria Investments, Inc 0.12% Add +7.9% 95,946 $9.3M
Twin Tree Management, LP 0.27% Reduce -83.0% 94,502 $9.2M
Socorro Asset Management LP 3.57% Reduce -18.6% 94,385 $9.2M
Howe & Rusling Inc. 0.84% Add +1.6% 94,370 $9.2M
Kentucky Retirement Systems 0.27% Reduce -0.9% 94,299 $9.2M
Illinois Municipal Retirement Fund 0.14% Reduce -15.1% 94,287 $9.2M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -1.8% 94,165 $9.2M
Orion Porfolio Solutions, LLC 0.09% Reduce -1.4% 92,164 $9.0M
Orion Portfolio Solutions, LLC 0.09% Reduce -1.4% 92,164 $9.0M
Banco Santander, S.A. 0.11% Reduce -0.0% 92,116 $9.0M
American Assets Investment Management, LLC 0.84% No change 92,000 $8.9M
Lyell Wealth Management, LP 0.85% Add +8.6% 91,524 $8.9M
F/m Investments LLC 0.32% New 90,989 $8.9M
Banque Pictet & Cie SA 0.09% Add +5.7% 90,510 $8.8M
Maryland State Retirement & Pension System 0.16% Reduce -1.5% 90,489 $8.8M
Nomura Holdings Inc. 0.06% Reduce -66.0% 90,138 $8.8M
Pacer Advisors, Inc. 0.02% Add +4.5% 89,062 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -63.0% 90,353 $8.7M
Groupama Asset Managment 0.12% Add +13.0% 88,667 $8.6M
MBB Public Markets I LLC 0.17% New 86,307 $8.4M
GMO 0.03% New 84,867 $8.2M
Cornerstone Advisors, LLC 0.33% Reduce -6.0% 84,800 $8.2M
Advisors Asset Management, Inc. 0.16% Add +1.1% 84,722 $8.2M
Fiduciary Alliance LLC 1.34% Add +7.5% 82,515 $8.2M
OMERS ADMINISTRATION Corp 0.08% New 84,553 $8.2M
Rokos Capital Management LLP 0.19% Reduce -80.8% 84,301 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.84% Add +4.8% 82,842 $8.1M
Advocate Group LLC 1.62% Add +1.3% 82,808 $8.0M
McGuire Investment Group, LLC 1.14% Add +0.0% 81,695 $7.9M
Calamos Wealth Management LLC 0.43% Reduce -40.4% 81,308 $7.9M
Financial Counselors Inc. 0.13% Add +6.3% 80,925 $7.9M
SpiderRock Advisors, LLC 0.21% Add +38.4% 80,348 $7.8M
Tidal Investments LLC 0.11% Add +33.3% 80,311 $7.8M
Hartford Investment Management Co. 0.27% Reduce -0.9% 80,221 $7.8M
Amica Mutual Insurance Co. 0.77% No change 79,503 $7.7M
Core Alternative Capital 1.54% Reduce -12.4% 79,283 $7.7M
D.A. Davidson & Co. 0.07% Reduce -5.0% 78,989 $7.7M
Calydon Capital 1.37% Reduce -0.2% 78,948 $7.7M
Teza Capital Management LLC 0.93% Add +360.7% 78,334 $7.6M
Avitas Wealth Management LLC 1.10% Add +0.4% 77,570 $7.5M
Greenwood Capital Associates LLC 0.99% Add +2.0% 77,468 $7.5M
Hourglass Capital, LLC 2.23% Reduce -2.6% 77,132 $7.5M
Integrated Advisors Network LLC 0.39% Add +8.9% 76,933 $7.5M
Westbourne Investment Advisors, Inc. 2.69% Reduce -0.2% 76,312 $7.4M
Quantinno Capital Management LP 0.13% Add +35.7% 75,375 $7.3M
Allianz SE 0.21% Reduce -1.3% 74,406 $7.2M
Oliver Luxxe Assets LLC 1.52% Add +0.0% 73,625 $7.2M
Baxter Bros Inc. 0.93% Add +6.5% 73,224 $7.1M
Orange Investment Advisors, Inc. 0.92% Reduce -11.5% 75,659 $7.1M
Baugh & Associates, LLC 3.65% Reduce -4.6% 69,156 $7.0M
Burns J W & Co. Inc. 0.95% Reduce -3.1% 72,272 $7.0M
Cyrus J. Lawrence, LLC 1.42% Add +0.1% 72,034 $7.0M
Private Advisor Group, LLC 0.05% Reduce -27.4% 71,997 $7.0M
Securian Asset Management, Inc. 0.20% Reduce -2.5% 71,954 $7.0M
German American Bancorp, Inc. 0.80% Add +1.9% 71,682 $7.0M
Louisiana State Employees Retirement System 0.13% Reduce -2.9% 70,800 $6.9M
Federation des caisses Desjardins du Quebec 0.04% Add +27.9% 70,500 $6.9M
Liontrust Investment Partners LLP 0.10% Reduce -24.7% 70,000 $6.8M
Hennessy Advisors Inc. 0.26% Reduce -4.4% 69,500 $6.8M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -98.7% 68,631 $6.7M
Montag A & Associates Inc. 0.33% Reduce -10.6% 68,026 $6.6M
Carlson Capital, L.P. 1.03% Add +71.1% 67,600 $6.6M
Townsquare Capital LLC 0.09% Add +7.5% 67,569 $6.6M
Flputnam Investment Management Co. 0.12% Add +1.9% 66,851 $6.5M
Leuthold Group, LLC 0.75% New 66,828 $6.5M
Albion Financial Group 0.49% Reduce -1.7% 66,531 $6.5M
Thrivent Financial for Lutherans 0.01% Reduce -89.9% 66,374 $6.5M
Beacon Harbor Wealth Advisors, Inc. 1.67% New 66,119 $6.4M
DCM Advisors, LLC 3.38% Reduce -10.9% 65,857 $6.4M
Iowa State Bank 1.41% Add +2.0% 65,720 $6.4M
Lido Advisors, LLC 0.05% Add +5.2% 65,487 $6.4M
White Pine Investment CO 1.86% Reduce -15.0% 65,287 $6.3M
CI Investments Inc. 0.02% Add +0.8% 64,881 $6.3M
Interval Partners, LP 0.18% New 64,703 $6.3M
Heritage Trust Co 0.83% Add +3.7% 64,694 $6.3M
Banque Cantonale Vaudoise 0.25% Reduce -15.7% 63,906 $6.2M
New Mexico Educational Retirement Board 0.22% No change 63,710 $6.2M
Private Wealth Partners, LLC 0.44% Add +12.7% 59,735 $5.8M
Cunning Capital Partners, LP 3.20% No change 58,878 $5.7M
Becker Capital Management Inc. 0.20% Reduce -0.5% 58,606 $5.7M
Xcel Wealth Management, LLC 1.79% Reduce -1.1% 58,275 $5.7M
Coldstream Capital Management Inc. 0.14% Add +2.1% 58,275 $5.7M
HighPoint Advisor Group LLC 0.33% Add +44.1% 54,050 $5.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -96.2% 57,680 $5.6M
AlTi Global, Inc. 0.15% Reduce -29.6% 57,387 $5.6M
First Hawaiian Bank 0.19% Add +1.7% 57,261 $5.6M
Assenagon Asset Management S.A. 0.01% Reduce -4.5% 56,765 $5.5M
Aureus Asset Management, LLC 0.38% Reduce -0.6% 56,542 $5.5M
Geller Advisors LLC 0.41% Reduce -0.2% 56,352 $5.5M
Seven Eight Capital, LP 0.57% New 55,705 $5.4M
Huntington National Bank 0.06% Add +4.4% 55,676 $5.4M
Tradewinds, LLC. 1.65% New 55,152 $5.4M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +14.4% 54,966 $5.3M
Synovus Financial Corp. 0.07% Reduce -2.4% 54,734 $5.3M
Thompson Siegel & Walmsley LLC 0.09% Reduce -49.2% 54,422 $5.3M
Old Second National Bank of Aurora 1.35% Reduce -1.9% 54,255 $5.3M
Meiji Yasuda Life Insurance Co 0.11% Add +7.0% 54,052 $5.3M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -7.0% 53,393 $5.2M
Balyasny Asset Management L.P. 0.01% Reduce -45.0% 53,020 $5.2M
Atria Wealth Solutions, Inc. 0.06% Reduce -5.5% 52,959 $5.1M
Moran Wealth Management, LLC 0.17% New 52,838 $5.1M
Foundations Investment Advisors, LLC 0.12% Reduce -6.8% 52,770 $5.1M
Trifecta Capital Advisors, LLC 1.14% Reduce -0.7% 52,749 $5.1M
Lorne Steinberg Wealth Management Inc. 1.65% Reduce -0.4% 52,663 $5.1M
Rakuten Investment Management, Inc. 0.03% Add +58.0% 52,939 $5.1M
Steward Partners Investment Advisory, LLC 0.05% Reduce -31.4% 51,958 $5.0M
E. Ohman J:or Asset Management AB 0.13% Add +3.2% 51,826 $5.0M
Metis Global Partners, LLC 0.17% Reduce -0.9% 51,824 $5.0M
Consolidated Investment Group LLC 0.78% No change 51,600 $5.0M
Parallel Advisors, LLC 0.13% Reduce -3.2% 51,499 $5.0M
Investment Management Corp of Ontario 0.13% Add +17.1% 51,253 $5.0M
Cyndeo Wealth Partners, LLC 0.39% Add +25.5% 51,143 $5.0M
Tower Research Capital LLC (TRC) 0.08% Add +27.2% 50,887 $4.9M
Verition Fund Management LLC 0.04% Add +56.3% 50,333 $4.9M
Ameritas Investment Partners, Inc. 0.17% Add +0.0% 49,625 $4.8M
Intech Investment Management LLC 0.06% Reduce -33.8% 49,351 $4.8M
Ballentine Partners, LLC 0.09% Add +0.3% 49,215 $4.8M
Jupiter Wealth Management LLC 2.51% Reduce -3.5% 45,928 $4.7M
Elk River Wealth Management LLC 0.92% Add +0.9% 48,576 $4.7M
Vinva Investment Management Ltd 0.24% Add +27.6% 48,986 $4.7M
Tiaa Trust, National Association 0.01% Reduce -0.4% 47,996 $4.7M
Glenview Trust Co 0.09% Reduce -2.6% 47,873 $4.7M
Joel Isaacson & Co., LLC 0.24% Add +0.4% 47,834 $4.6M
Simon Quick Advisors, LLC 0.33% Add +2.5% 47,610 $4.6M
First Manhattan Co. Llc. 0.01% Reduce -0.3% 47,576 $4.6M
HB Wealth Management, LLC 0.05% Add +6.0% 47,211 $4.6M
Sequoia Financial Advisors, LLC 0.05% Add +8.6% 46,784 $4.5M
NEOS Investment Management LLC 0.19% Add +47.1% 46,646 $4.5M
Institutional & Family Asset Management, LLC 0.69% Reduce -2.7% 46,631 $4.5M
Summit Financial, LLC 0.21% Add +68.1% 46,468 $4.5M
Trajan Wealth LLC 0.29% Reduce -0.5% 46,455 $4.5M
Choreo, LLC 0.08% Add +757.0% 45,686 $4.5M
Ceeto Capital Group, LLC 1.75% No change 46,355 $4.5M
First National Bank of Omaha 0.30% Add +31.6% 46,290 $4.5M
Alpha DNA Investment Management LLC 2.55% Add +102.5% 46,207 $4.5M
Empowered Funds, LLC 0.08% Add +30.8% 45,747 $4.4M
Van Hulzen Asset Management, LLC 0.30% Reduce -13.7% 45,529 $4.4M
Torray Investment Partners LLC 0.65% Add +0.5% 44,836 $4.4M
Linscomb Wealth, Inc. 0.22% Reduce -0.2% 44,700 $4.3M
Global Wealth Management Investment Advisory, Inc. 1.01% Add +2.3% 44,635 $4.3M
SkyOak Wealth, LLC 1.01% Reduce -1.8% 44,571 $4.3M
Norinchukin Bank, The 0.12% Add +0.3% 44,378 $4.3M
Caprock Group, LLC 0.18% Add +131.3% 44,336 $4.3M
Pinnacle Wealth Management Advisory Group, LLC 0.44% Add +3.8% 44,312 $4.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.52% Reduce -0.3% 44,295 $4.3M
Empirical Finance, LLC 0.27% Reduce -8.7% 44,150 $4.3M
Cullinan Associates Inc. 0.24% Add +24.4% 43,799 $4.3M
Hodges Capital Management Inc. 0.28% Add +3.7% 43,539 $4.2M
First Trust Direct Indexing L.P. 0.26% Add +34.5% 42,854 $4.2M
Stock Yards Bank & Trust Co. 0.14% Reduce -1.1% 42,162 $4.1M
Point72 Hong Kong Ltd 0.25% New 41,791 $4.1M
Wolverine Trading, LLC 0.07% Reduce -35.0% 41,401 $4.0M
Brasada Capital Management, LP 0.71% Add +37.5% 39,083 $4.0M
Roanoke Asset Management Corp./ NY 1.33% Add +0.1% 41,033 $4.0M
Logan Capital Management Inc. 0.17% Reduce -40.6% 40,806 $4.0M
GTS Securities LLC 0.08% Add +991.9% 40,576 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Reduce -2.4% 40,362 $3.9M
Cary Street Partners Investment Advisory LLC 0.16% Add +7.0% 40,255 $3.9M
Cypress Financial Planning LLC 1.63% Reduce -1.7% 40,080 $3.9M
Vident Advisory, LLC 0.11% Add +138.5% 39,950 $3.9M
Highland Capital Management, LLC 0.23% Reduce -7.5% 39,872 $3.9M
Braun Stacey Associates Inc. 0.15% Reduce -28.9% 39,857 $3.9M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +0.2% 39,823 $3.9M
United Capital Financial Advisors, LLC 0.03% Add +4.1% 39,812 $3.9M
Mayflower Financial Advisors, LLC 0.62% Reduce -1.5% 38,922 $3.8M
Adell Harriman & Carpenter Inc. 0.29% Add +7.2% 38,820 $3.8M
Engineers Gate Manager LP 0.08% New 38,609 $3.8M
Financial Advisory Partners, LLC 1.39% Reduce -2.2% 38,346 $3.7M
GLOBALT Investments LLC / GA 0.15% Reduce -1.1% 38,279 $3.7M
Surience Private Wealth LLC 4.77% New 38,161 $3.7M
Neo Ivy Capital Management 0.73% — 38,092 $3.7M
Citizens Financial Group Inc. 0.08% Add +136.4% 37,993 $3.7M
City Holding Co. 0.54% Add +0.1% 37,677 $3.7M
Vestor Capital, LLC 0.29% Reduce -2.1% 37,542 $3.6M
Occidental Asset Management, LLC 0.64% Add +4.0% 37,443 $3.6M
Independent Advisor Alliance 0.12% Add +0.8% 37,107 $3.6M
RNC Capital Management LLC 0.20% Add +6.7% 36,978 $3.6M
CENTRAL TRUST Co 0.09% Reduce -15.7% 36,941 $3.6M
Patten & Patten Inc. 0.25% Add +0.1% 36,886 $3.6M
United Services Automobile Association 0.09% Reduce -6.8% 36,708 $3.6M
Integrated Wealth Concepts LLC 0.05% Add +6.7% 36,287 $3.5M
Geneos Wealth Management Inc. 0.16% Add +2.8% 36,148 $3.5M
Alley Investment Management Company, LLC 0.48% No change 36,039 $3.5M
Lanark Financial, Inc. 0.32% Add +5.2% 35,724 $3.5M
Sandy Cove Advisors, LLC 1.55% Add +0.6% 35,719 $3.5M
MainStreet Investment Advisors LLC 0.42% Reduce -12.5% 35,551 $3.5M
Shorepoint Capital Partners LLC 0.81% Add +3.5% 35,433 $3.4M
Lake Street Advisors Group, LLC 0.17% Add +0.8% 35,362 $3.4M
First National Trust Co 0.14% Reduce -1.4% 35,346 $3.4M
Axxcess Wealth Management, LLC 0.09% Add +19.2% 35,265 $3.4M
Siemens Fonds Invest GmbH 0.25% Add +0.3% 35,033 $3.4M
Sigma Planning Corp 0.11% Reduce -11.7% 35,030 $3.4M
Capital International Sarl 0.10% Add +3.6% 34,869 $3.4M
Pitcairn Co. 0.21% Add +2.6% 34,748 $3.4M
Stonegate Investment Group, LLC 0.10% Reduce -3.9% 34,625 $3.4M
KMG Fiduciary Partners, LLC 0.33% Reduce -1.8% 34,595 $3.4M
SPX Gestao de Recursos Ltda 0.51% Reduce -70.7% 34,500 $3.4M
Sculati Wealth Management, LLC 1.43% Reduce -1.9% 34,358 $3.3M
Mattson Financial Services, LLC 1.18% — 34,074 $3.3M
Compagnie Lombard Odier SCmA 0.06% Reduce -1.1% 33,750 $3.3M
Loomis Sayles & Co. L P 0.00% Add +30.4% 33,625 $3.3M
Dana Investment Advisors, Inc. 0.11% Add +0.5% 33,597 $3.3M
Lombard Odier Asset Management (Switzerland) SA 0.33% Reduce -8.0% 33,330 $3.2M
Beacon Pointe Advisors, LLC 0.04% Add +0.6% 33,328 $3.2M
Carret Asset Management, LLC 0.38% Add +2.1% 33,146 $3.2M
Community Trust & Investment Co. 0.22% Reduce -4.4% 33,129 $3.2M
First Citizens Bank & Trust Co. 0.06% Add +1.8% 33,083 $3.2M
Wealthspire Advisors, LLC 0.04% Reduce -6.3% 33,054 $3.2M
S&co Inc. 0.22% No change 33,038 $3.2M
TrueMark Investments, LLC 1.10% Add +59.2% 32,965 $3.2M
Union Heritage Capital, LLC 1.25% No change 32,814 $3.2M
First National Advisers, LLC 0.58% Add +97.6% 32,715 $3.2M
Canandaigua National Bank & Trust Co. 0.35% Reduce -7.3% 32,674 $3.2M
Clearstead Advisors, LLC 0.05% Add +475.1% 32,629 $3.2M
Pinnacle Wealth Management Group, Inc. 2.14% Reduce -0.4% 32,556 $3.2M
Raymond James Trust N.A. 0.07% Reduce -0.9% 32,389 $3.1M
Hartline Investment Corp./ 0.42% Add +729.6% 32,345 $3.1M
Savant Capital, LLC 0.03% Add +1.1% 32,345 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -0.8% 32,244 $3.1M
Abn Amro Investment Solutions 0.06% Add +57.0% 32,214 $3.1M
Shelton Capital Management 0.09% Reduce -6.2% 32,157 $3.1M
Infrastructure Capital Advisors, LLC 0.49% Reduce -16.6% 31,847 $3.1M
Greenleaf Trust 0.03% Add +3.1% 31,761 $3.1M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +4.0% 31,436 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -3.5% 31,222 $3.0M
Morningstar Investment Management LLC 0.32% Reduce -14.7% 31,216 $3.0M
Frank, Rimerman Advisors LLC 0.21% Add +34194.5% 31,208 $3.0M
B. Riley Wealth Advisors, Inc. 0.08% Add +8.2% 31,014 $3.0M
Advisory Services Network, LLC 0.06% Reduce -1.3% 30,696 $3.0M
Apollon Wealth Management, LLC 0.09% Add +1.1% 30,398 $3.0M
Gifford Fong Associates 0.77% No change 30,000 $2.9M
Equitable Holdings, Inc. 0.03% Add +4.2% 29,945 $2.9M
Centiva Capital, LP 0.14% New 29,888 $2.9M
Stephens Inc. 0.04% Reduce -0.2% 29,877 $2.9M
Haverford Trust Co 0.03% Add +67.3% 29,806 $2.9M
Praxis Investment Management Inc. 0.20% No change 31,741 $2.9M
Salem Investment Counselors Inc. 0.09% Add +0.3% 29,542 $2.9M
K.J. Harrison & Partners Inc 0.47% Reduce -38.4% 29,450 $2.9M
Inspire Trust Co, N.A. 0.94% Add +51.8% 29,300 $2.8M
Vaughan Nelson Investment Management, L.P. 0.03% No change 29,040 $2.8M
V-Square Quantitative Management LLC 0.46% Add +79.5% 28,893 $2.8M
Ritholtz Wealth Management 0.09% Reduce -13.4% 28,646 $2.8M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -13.6% 28,638 $2.8M
Plato Investment Management Ltd 0.26% Add +491.2% 28,285 $2.7M
Meyer Handelman Co. 0.10% No change 28,242 $2.7M
Epoch Investment Partners, Inc. 0.01% Reduce -0.5% 28,204 $2.7M
Arrow Financial Corp 0.27% Add +1.1% 28,172 $2.7M
Americana Partners, LLC 0.21% Add +6.8% 27,807 $2.7M
Capstone Investment Advisors, LLC 0.12% Add +6.2% 27,509 $2.7M
Moody National Bank Trust Division 0.21% Add +3.8% 27,465 $2.7M
Capital International Ltd. 0.12% Reduce -1.9% 27,352 $2.7M
Harbor Capital Advisors, Inc. 0.20% Add +0.2% 27,174 $2.6M
Diversified Trust Co. 0.07% Add +202.9% 27,103 $2.6M
Lipe & Dalton 1.41% Reduce -0.7% 27,020 $2.6M
Brooklyn Investment Group 1.13% No change 28,002 $2.6M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -12.1% 26,798 $2.6M
SevenBridge Financial Group, LLC 0.58% Add +0.5% 27,974 $2.6M
SYSTM Wealth Solutions LLC 0.58% Reduce -20.5% 26,625 $2.6M
Transcend Capital Advisors, LLC 0.19% Add +4.2% 26,440 $2.6M
Park Avenue Securities LLC 0.03% Add +12.7% 26,393 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 24,130 $2.6M
Aspen Grove Capital, LLC 0.60% No change 26,351 $2.6M
Next Level Private LLC 1.17% No change 26,303 $2.6M
Dimension Capital Management LLC 0.52% Reduce -13.6% 26,270 $2.6M
Gries Financial LLC 0.52% Add +1.6% 25,995 $2.5M
Fulton Bank, N.A. 0.10% Add +5.2% 25,978 $2.5M
LMCG Investments, LLC 0.15% Add +3.1% 25,862 $2.5M
KCM Investment Advisors LLC 0.09% Reduce -6.7% 25,816 $2.5M
Clear Rock Advisors, LLC 1.07% Add +2.2% 25,783 $2.5M
Gotham Asset Management 0.03% Add +1.0% 25,776 $2.5M
Bouvel Investment Partners, LLC 0.97% Reduce -0.4% 25,771 $2.5M
Fidelis Capital Partners, LLC 0.35% Add +1.7% 27,019 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.9% 25,574 $2.5M
Meeder Advisory Services, Inc. 0.18% Add +38.9% 25,539 $2.5M
Hunter Associates Investment Management LLC 0.42% Reduce -0.5% 25,402 $2.5M
Paradigm Asset Management Co. LLC 0.69% Add +70.5% 25,400 $2.5M
Cary Street Partners Asset Management LLC 0.36% Add +23.8% 25,381 $2.5M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -3.8% 25,341 $2.5M
Culbertson A N & Co. Inc. 0.43% Reduce -7.3% 25,290 $2.5M
Community Bank, N.A. 0.32% Add +1.9% 25,170 $2.4M
HCR Wealth Advisors 0.35% Reduce -1.1% 25,096 $2.4M
Franklin Street Advisors Inc. 0.17% Add +0.0% 25,001 $2.4M
Texas Yale Capital Corp. 0.12% No change 24,880 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +10.8% 24,864 $2.4M
Stolper Co 0.85% Add +0.8% 24,788 $2.4M
Palisade Asset Management, LLC 0.25% Reduce -20.6% 24,721 $2.4M
BOK Financial Private Wealth, Inc. 0.17% Reduce -1.1% 24,709 $2.4M
Glass Wealth Management Co LLC 1.40% Add +3.6% 24,695 $2.4M
HTLF Bank 0.27% Reduce -3.7% 24,686 $2.4M
International Assets Investment Management, LLC 0.23% Reduce -10.1% 817,081 $2.4M
Commerzbank Aktiengesellschaft 0.08% Add +26.9% 24,629 $2.4M
Northeast Investment Management 0.11% Reduce -1.1% 24,589 $2.4M
Venture Visionary Partners LLC 0.11% Add +6.4% 24,558 $2.4M
Signaturefd, LLC 0.05% Add +6.1% 24,553 $2.4M
Bleakley Financial Group, LLC 0.07% Add +3.9% 24,501 $2.4M
Simplicity Wealth,LLC 0.05% Add +4.0% 24,414 $2.4M
Baldwin Investment Management, LLC 0.32% Reduce -3.9% 24,380 $2.4M
Burney Co./ 0.09% Add +12.4% 24,246 $2.4M
Capital Asset Advisory Services LLC 0.13% Add +7.5% 22,787 $2.3M
Griffin Asset Management, Inc. 0.27% Add +0.2% 23,555 $2.3M
Arcus Capital Partners, LLC 0.88% No change 23,538 $2.3M
Insigneo Advisory Services, LLC 0.26% Add +98.9% 24,820 $2.3M
D L Carlson Investment Group Inc. 0.44% Reduce -53.1% 23,501 $2.3M
TCTC Holdings, LLC 0.08% No change 23,372 $2.3M
Wolff Wiese Magana LLC 1.80% Reduce -0.3% 23,333 $2.3M
Richard P Slaughter Associates Inc 0.53% Reduce -24.2% 23,240 $2.3M
Vestcor Inc 0.08% Reduce -49.5% 23,126 $2.2M
LBP Am SA 0.09% New 23,040 $2.2M
Nebula Research & Development LLC 0.36% New 22,755 $2.2M
Sowell Financial Services LLC 0.11% Reduce -0.9% 22,720 $2.2M
Leavell Investment Management, Inc. 0.12% Add +5.5% 22,451 $2.2M
NorthRock Partners, LLC 0.08% Add +5.8% 22,432 $2.2M
PFG Investments, LLC 0.16% Add +1.1% 22,372 $2.2M
Capital Investment Advisors, LLC 0.05% Add +18.2% 22,126 $2.2M
Caldwell Trust Co 0.24% Reduce -1.5% 22,125 $2.2M
Prudent Man Advisors, LLC 0.75% Add +4.4% 21,933 $2.1M
William B. Walkup & Associates, Inc. 1.39% — 21,830 $2.1M
Cohen Klingenstein LLC 0.08% No change 21,800 $2.1M
Dynasty Wealth Management, LLC 0.06% Add +6.5% 21,794 $2.1M
Alaethes Wealth, LLC 0.87% Add +2.4% 21,744 $2.1M
OneDigital Investment Advisors LLC 0.03% Add +68.4% 21,707 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Add +1.8% 21,685 $2.1M
Cacti Asset Management LLC 0.17% No change 22,000 $2.1M
Granite Group Advisors, LLC 1.59% Reduce -0.9% 21,614 $2.1M
SteelPeak Wealth, LLC 0.10% Reduce -77.4% 21,486 $2.1M
Coastline Trust Co 0.24% Reduce -11.3% 21,463 $2.1M
StoneX Group Inc. 0.17% Add +11.3% 21,240 $2.1M
Regions Financial Corp. 0.02% Reduce -4.8% 21,169 $2.1M
Fifth Third Wealth Advisors LLC 0.15% Add +40.8% 20,968 $2.0M
DoubleLine ETF Adviser LP 0.54% Reduce -4.2% 20,947 $2.0M
FAS Wealth Partners, Inc. 0.18% Add +2.8% 20,848 $2.0M
Freedom Day Solutions, LLC 0.68% Reduce -0.6% 20,794 $2.0M
Prospera Financial Services Inc 0.06% Add +0.6% 20,755 $2.0M
YHB Investment Advisors, Inc. 0.17% Add +0.2% 20,561 $2.0M
Trust Co. of Toledo NA 0.29% Add +25.7% 20,534 $2.0M
Am Investment Strategies LLC 0.49% Add +0.8% 20,526 $2.0M
Asio Capital, LLC 0.41% Reduce -22.5% 20,481 $2.0M
Werlinich Asset Management, LLC 1.24% No change 20,770 $2.0M
IFG Advisory, LLC 0.13% Reduce -1.0% 20,381 $2.0M
Rpo LLC 3.11% New 20,371 $2.0M
Y-Intercept (Hong Kong) Ltd 0.11% New 20,179 $2.0M
Brown Financial Advisors 0.87% — 20,143 $2.0M
Qsemble Capital Management, LP 0.37% New 19,989 $1.9M
Harvest Investment Advisors, LLC 1.42% Reduce -0.6% 19,806 $1.9M
Orbis Allan Gray Ltd 0.01% New 19,800 $1.9M
Capital Investment Counsel, Inc 0.29% Add +2.6% 19,783 $1.9M
LGT Group Foundation 0.03% Add +2.7% 19,713 $1.9M
Hoey Investments, Inc. 0.37% Reduce -3.3% 19,669 $1.9M
Granger Management LLC 0.32% Add +40.3% 19,600 $1.9M
Capital Markets Trading UK LLP 1.40% Reduce -10.9% 19,594 $1.9M
Brown Brothers Harriman & Co. 0.01% Reduce -0.8% 19,548 $1.9M
Covenant Asset Management, LLC 0.42% Add +0.4% 19,412 $1.9M
Chatham Capital Group, Inc. 0.33% Add +24.6% 19,266 $1.9M
Forum Financial Management, LP 0.03% Add +0.7% 19,027 $1.8M
Hudson Canyon Capital Management 1.25% Reduce -8.8% 18,979 $1.8M
Acropolis Investment Management, LLC 0.12% Add +2.5% 18,868 $1.8M
Bison Wealth, LLC 0.30% No change 19,474 $1.8M
Stratos Investment Management, LLC 0.15% Add +6.2% 18,857 $1.8M
Eisler Capital (US) LLC 0.34% New 18,763 $1.8M
McKinley Carter Wealth Services, Inc. 0.12% Add +8.0% 18,580 $1.8M
Clough Capital Partners L P 0.20% No change 18,550 $1.8M
Schechter Investment Advisors, LLC 0.14% Add +12.9% 18,511 $1.8M
Ashburton (Jersey) Ltd 0.76% — 18,130 $1.8M
J. Safra Sarasin Holding AG 0.03% — 18,468 $1.8M
AIA Group Ltd 0.05% Reduce -45.2% 18,410 $1.8M
Beverly Hills Private Wealth, LLC 0.39% Add +27.8% 18,374 $1.8M
Profund Advisors LLC 0.07% Reduce -2.4% 18,204 $1.8M
Abbot Financial Management, Inc. 0.94% Reduce -0.3% 18,100 $1.8M
Delphi Management Inc. 1.43% Reduce -0.1% 18,076 $1.8M
Horizon Investments, LLC 0.05% Add +1.0% 18,231 $1.8M
Institute for Wealth Management, LLC. 0.23% Add +1.5% 17,748 $1.7M
Howland Capital Management LLC 0.08% Add +2.1% 17,743 $1.7M
Perigon Wealth Management, LLC 0.05% Add +4.7% 17,726 $1.7M
Principal Securities, Inc. 0.05% Add +20.5% 17,683 $1.7M
Benjamin F. Edwards & Company, Inc. 0.03% Add +115.9% 17,619 $1.7M
Oak Asset Management, LLC 0.63% Add +1.4% 17,593 $1.7M
Wright Investors Service Inc. 0.45% Reduce -23.5% 17,568 $1.7M
EP Wealth Advisors, LLC 0.02% Add +69.3% 17,551 $1.7M
Two Sigma Investments, LP 0.00% Reduce -92.6% 17,477 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -9.8% 17,460 $1.7M
Allworth Financial LP 0.01% Add +21.3% 16,586 $1.7M
IMC-Chicago, LLC 0.05% New 17,398 $1.7M
Whittier Trust Co. 0.02% Add +0.7% 17,353 $1.7M
Systematic Alpha Investments, LLC 0.06% No change 17,326 $1.7M
Valeo Financial Advisors, LLC 0.05% Reduce -7.5% 17,316 $1.7M
Insight Inv LLC 1.45% Add +0.8% 17,307 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Add +1.2% 17,291 $1.7M
A. D. Beadell Investment Counsel, Inc. 1.39% Reduce -2.3% 17,146 $1.7M
Donaldson Capital Management, LLC 0.07% Reduce -7.7% 17,139 $1.7M
Great Diamond Partners, LLC 0.39% Reduce -2.8% 17,061 $1.7M
Bradley Foster & Sargent Inc. 0.03% No change 17,041 $1.7M
New England Research & Management, Inc. 0.79% Reduce -35.1% 17,000 $1.7M
Mutual Advisors, LLC 0.05% Add +25.3% 16,063 $1.6M
River Street Advisors LLC 1.01% Add +1.9% 16,736 $1.6M
Eagle Asset Management Inc. 0.01% Add +17.6% 16,287 $1.6M
Trust Investment Advisors 1.02% Reduce -0.1% 16,538 $1.6M
Koshinski Asset Management, Inc. 0.15% Add +14.3% 15,591 $1.6M
SouthState Bank Corp 0.12% Add +51.5% 16,447 $1.6M
Mgo One Seven LLC 0.08% Add +6.5% 16,397 $1.6M
Strategic Advisors LLC 0.31% Reduce -0.6% 16,378 $1.6M
Symmetry Partners, LLC 0.08% Reduce -3.5% 16,365 $1.6M
Altman Advisors, Inc. 0.90% Add +0.4% 16,330 $1.6M
Group One Trading LLC 0.05% New 16,236 $1.6M
Sumitomo Life Insurance Co. 0.04% Reduce -11.4% 16,207 $1.6M
Smith Salley Wealth Management 0.11% Add +2.4% 16,207 $1.6M
Decatur Capital Management, Inc. 0.76% Add +2.8% 16,167 $1.6M
Foster & Motley Inc. 0.11% Reduce -3.6% 16,060 $1.6M
Ironwood Investment Counsel, LLC 0.28% Add +0.1% 15,993 $1.6M
1ST Source Bank 0.09% Add +0.7% 15,952 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.1% 15,930 $1.5M
Altrafin AG 0.57% Reduce -31.1% 15,861 $1.5M
Global Financial Private Client, LLC 0.64% Add +1543.8% 15,846 $1.5M
Mystic Asset Management, Inc. 0.62% Reduce -0.9% 15,785 $1.5M
Concurrent Investment Advisors, LLC 0.05% Add +47.7% 15,724 $1.5M
AMG National Trust Bank 0.04% Add +13.0% 15,723 $1.5M
Vanguard Capital Wealth Advisors 1.04% Add +0.4% 15,722 $1.5M
Leonteq Securities AG 0.21% Add +38.3% 15,644 $1.5M
Wintrust Investments LLC 0.12% Reduce -0.5% 15,555 $1.5M
Chemung Canal Trust Co. 0.29% No change 15,531 $1.5M
SVB Wealth LLC 0.04% Reduce -18.2% 15,462 $1.5M
Chesapeake Wealth Management 0.55% Reduce -3.0% 15,462 $1.5M
NBT Bank, N.A. 0.11% Add +119.5% 15,437 $1.5M
White Pine Capital LLC 0.57% Add +0.7% 15,432 $1.5M
Checchi Capital Advisers, LLC 0.12% Add +0.7% 15,410 $1.5M
Northcape Wealth Management, LLC 0.54% Reduce -0.3% 15,302 $1.5M
Farther Finance Advisors, LLC 0.07% Add +45.6% 14,994 $1.5M
Trust Asset Management LLC 0.13% No change 15,287 $1.5M
SeaCrest Wealth Management, LLC 0.17% Add +0.8% 15,269 $1.5M
Vise Technologies, Inc. 0.26% Add +12.4% 15,207 $1.5M
Courier Capital LLC 0.12% Reduce -1.3% 15,172 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -8.3% 15,168 $1.5M
Cramer Rosenthal McGlynn LLC 0.09% Reduce -34.8% 15,145 $1.5M
Waterfront Wealth Inc. 0.40% Add +1.3% 15,090 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.7% 15,033 $1.5M
Somerset Trust Co 0.60% Add +1.3% 15,028 $1.5M
LVW Advisors, LLC 0.21% Add +30.6% 15,015 $1.5M
Nvwm, LLC 0.38% Add +6.2% 14,816 $1.4M
Hamilton Capital Partners Inc. 0.15% Reduce -27.6% 14,807 $1.4M
King Luther Capital Management Corp. 0.01% Add +26.7% 14,790 $1.4M
Maven Securities LTD 0.22% New 14,778 $1.4M
GAMMA Investing LLC 0.20% Add +42.7% 14,736 $1.4M
Wilkins Investment Counsel Inc. 0.21% Reduce -5.5% 14,714 $1.4M
Aft, Forsyth & Sober, LLC 0.49% No change 14,700 $1.4M
Tocqueville Asset Management L.P. 0.02% Reduce -1.4% 14,625 $1.4M
Intrust Bank NA 0.15% Add +4.3% 14,374 $1.4M
Bard Financial Services, Inc. 0.14% No change 14,305 $1.4M
Diligent Investors, LLC 0.34% Add +0.1% 14,172 $1.4M
Excalibur Management Corp. 0.56% Reduce -0.4% 14,113 $1.4M
Central Pacific Bank - Trust Division 0.17% Add +26.0% 14,106 $1.4M
Hartford Funds Management Co LLC 0.13% Add +9.2% 14,028 $1.4M
Berkeley Capital Partners, LLC 0.41% Reduce -2.1% 13,845 $1.3M
Krilogy Financial LLC 0.10% Add +0.9% 13,835 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% Add +5.5% 13,764 $1.3M
Capital Investment Advisory Services, LLC 0.14% Reduce -0.6% 13,729 $1.3M
Garner Asset Management Corp 0.49% Add +8.6% 13,703 $1.3M
Penobscot Investment Management Company, Inc. 0.13% Add +4.2% 13,614 $1.3M
Interchange Capital Partners, LLC 0.49% Add +463.7% 13,585 $1.3M
Concord Wealth Partners 0.23% Add +8.6% 13,572 $1.3M
Crestwood Advisors Group, LLC 0.03% Reduce -8.5% 13,531 $1.3M
Systematic Financial Management LP 0.04% No change 13,500 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +32.2% 13,445 $1.3M
Long Run Wealth Advisors, LLC 0.33% Reduce -1.6% 13,437 $1.3M
Centaurus Financial, Inc. 0.09% Reduce -11.0% 13,377 $1.3M
Parkside Financial Bank & Trust 0.20% Reduce -1.2% 13,349 $1.3M
AlphaQuest LLC 0.18% New 13,348 $1.3M
TLWM 0.28% Add +0.4% 13,271 $1.3M
Quadrant Capital Group LLC 0.10% Add +0.0% 13,258 $1.3M
PGGM Investments 0.02% Add +34.7% 13,243 $1.3M
J.W. Cole Advisors, Inc. 0.06% Reduce -2.8% 13,224 $1.3M
Argus Investors' Counsel, Inc. 0.79% Reduce -13.7% 13,180 $1.3M
Concord Asset Management, LLC 0.32% Add +9.3% 13,118 $1.3M
Verdence Capital Advisors LLC 0.11% Add +3.2% 13,103 $1.3M
Global Retirement Partners, LLC 0.04% Add +19.9% 13,054 $1.3M
Avalon Trust Co 0.10% No change 13,000 $1.3M
Strategy Asset Managers LLC 0.28% Add +230.2% 14,702 $1.3M
Procyon Advisors, LLC 0.09% Add +4.1% 12,887 $1.3M
Clarius Group, LLC 0.09% Reduce -3.1% 12,881 $1.3M
Compound Planning, Inc. 0.09% Add +85.4% 12,786 $1.2M
Avestar Capital, LLC 0.14% Add +16.2% 12,759 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 12,717 $1.2M
Columbia Bank 0.48% Add +2.0% 12,693 $1.2M
CFS Investment Advisory Services, LLC 0.10% New 12,664 $1.2M
Supplemental Annuity Collective Trust of NJ 0.38% No change 12,600 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +2482.3% 12,550 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +1.0% 11,787 $1.2M
Independent Financial Group, LLC 0.05% Add +144.8% 12,426 $1.2M
Investors Research Corp 0.28% No change 12,416 $1.2M
Convergence Investment Partners, LLC 0.35% Reduce -23.6% 12,362 $1.2M
Quent Capital, LLC 0.13% Reduce -0.8% 12,359 $1.2M
Viewpoint Capital Management LLC 0.73% Add +0.8% 12,319 $1.2M
Cigna Investments Inc. 0.22% Reduce -1.7% 12,225 $1.2M
Trust Co. of Vermont 0.06% Reduce -1.1% 12,192 $1.2M
Lansing Street Advisors 0.49% Add +1.4% 12,181 $1.2M
Westpac Banking Corp. 0.09% Add +7.6% 12,142 $1.2M
Ascentis Independent Advisors 0.25% — 12,128 $1.2M
DRW Securities, LLC 0.07% Add +141.6% 12,094 $1.2M
Dakota Wealth Management 0.03% Reduce -9.0% 12,044 $1.2M
Delta Asset Management LLC 0.10% No change 11,902 $1.2M
Longfellow Investment Management Co. LLC 0.29% Add +0.7% 11,873 $1.2M
SageView Advisory Group, LLC 0.07% Add +1900.3% 11,802 $1.1M
Berkshire Asset Management LLC 0.06% Add +4.6% 11,796 $1.1M
LM Advisors LLC 0.23% Reduce -41.8% 11,721 $1.1M
Principle Wealth Partners LLC 0.09% Add +0.0% 11,644 $1.1M
Merit Financial Group, LLC 0.02% Reduce -27.6% 11,589 $1.1M
Compton Wealth Advisory Group, LLC 0.30% Reduce -2.0% 11,552 $1.1M
Mint Tower Capital Management B.V. 1.38% New 11,500 $1.1M
Old National Bancorp 0.03% Reduce -8.5% 11,498 $1.1M
Zullo Investment Group, Inc. 0.49% Reduce -1.4% 11,485 $1.1M
Relyea Zuckerberg Hanson LLC 0.19% Reduce -1.9% 11,415 $1.1M
Castle Wealth Management LLC 0.53% Add +3.3% 11,405 $1.1M
Ar Asset Management Inc. 0.27% No change 11,400 $1.1M
Wedbush Securities Inc. 0.04% Reduce -50.0% 11,397 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -3.0% 11,400 $1.1M
Brighton Jones LLC 0.04% Reduce -2.3% 11,381 $1.1M
Spire Wealth Management 0.04% Reduce -28.8% 11,379 $1.1M
Buffington Mohr McNeal 0.19% No change 11,375 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.43% Add +8.2% 11,358 $1.1M
Helios Capital Management Pte. Ltd. 0.72% No change 11,300 $1.1M
Parsons Capital Management Inc. 0.07% No change 11,293 $1.1M
Cape Ann Savings Bank 0.68% Reduce -2.1% 11,268 $1.1M
Jones Financial Companies LLLP 0.00% Add +269.4% 11,263 $1.1M
AE Wealth Management LLC 0.01% Add +44.9% 11,242 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -15.1% 11,184 $1.1M
Qtron Investments LLC 0.16% Reduce -16.7% 11,169 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -3.8% 11,080 $1.1M
Peoples Financial Services Corp. 0.49% Reduce -6.2% 11,056 $1.1M
Quadcap Wealth Management, LLC 0.19% Reduce -3.4% 11,033 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -30.9% 10,994 $1.1M
Diversify Advisory Services, LLC 0.06% Add +0.9% 10,412 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Add +1.4% 10,822 $1.1M
Venturi Wealth Management, LLC 0.06% Add +2.3% 10,793 $1.0M
Wedmont Private Capital 0.07% Add +18.8% 10,074 $1.0M
First Horizon Advisors, Inc. 0.03% Add +12.3% 10,757 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Add +6.7% 10,745 $1.0M
Abbrea Capital, LLC 0.14% Reduce -5.0% 10,743 $1.0M
Mork Capital Management, LLC 0.81% No change 10,670 $1.0M
Premier Path Wealth Partners, LLC 0.18% Reduce -16.8% 10,635 $1.0M
Lee Financial Co 0.17% Reduce -34.8% 10,634 $1.0M
Paloma Partners Management Co 0.11% Reduce -55.0% 10,560 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.23% Add +0.1% 10,530 $1.0M
Kingswood Wealth Advisors, LLC 0.09% Add +0.5% 10,515 $1.0M
Mather Group, Llc. 0.01% Add +14.2% 10,823 $1.0M
World Investment Advisors 0.06% New 10,389 $1.0M
Jump Financial, LLC 0.02% Reduce -6.3% 10,388 $1.0M
Trust Point Inc. 0.08% Reduce -2.8% 10,372 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +0.1% 10,238 $995K
Donald L. Hagan, LLC 0.53% Reduce -10.3% 10,223 $994K
Gibraltar Capital Management, Inc. 0.45% No change 10,192 $991K
Triangle Securities Wealth Management 0.28% Reduce -0.4% 10,168 $988K
First Merchants Corp. 0.04% Add +11.7% 10,053 $977K
Glaxis Capital Management, LLC 1.69% Add +100.0% 10,000 $972K
Parkside Investments, LLC 0.15% Reduce -16.7% 10,000 $972K
Greenhaven Associates Inc. 0.01% No change 10,000 $972K
Magnus Financial Group LLC 0.11% Add +2.2% 9,952 $967K
Schear Investment Advisers, LLC 0.69% Reduce -2.2% 9,904 $963K
Fort Point Capital Partners LLC 0.12% Reduce -0.1% 9,862 $958K
Rossmore Private Capital 0.13% Reduce -7.0% 9,858 $958K
Roberts Capital Advisors, LLC 0.91% No change 10,061 $947K
Beese Fulmer Investment Management, Inc. 0.09% No change 9,708 $944K
Choate Investment Advisors 0.02% Reduce -1.7% 9,703 $943K
Legacy Bridge, LLC 0.55% No change 9,658 $939K
DAVENPORT & Co LLC 0.01% Add +13.8% 9,596 $933K
NCM Capital Management, LLC 0.49% Reduce -1.0% 9,589 $932K
Buckley Wealth Management, LLC 0.29% Add +0.3% 9,419 $915K
Rockland Trust Co. 0.05% Add +2.0% 9,361 $910K
Retirement Planning Co of New England, Inc. 0.49% Reduce -0.1% 9,356 $909K
Hamilton Capital, LLC 0.07% Reduce -15.6% 9,338 $908K
W Advisors, LLC 0.59% Add +0.2% 9,328 $907K
CW Advisors, LLC 0.01% Reduce -44.9% 9,326 $906K
Mark Asset Management LP 0.12% Add +0.9% 9,323 $906K
Parcion Private Wealth LLC 0.08% Reduce -0.9% 9,283 $902K
First Citizens Financial Corp 0.53% No change 9,250 $899K
Texas Capital Bancshares Inc 0.37% Reduce -1.9% 9,214 $896K
Pacific Global Investment Management Co. 0.17% Add +0.0% 9,171 $891K
Summit Trail Advisors, LLC 0.02% Reduce -27.9% 9,106 $885K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -10.9% 9,074 $882K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Add +2.2% 9,017 $876K
Carmel Capital Partners, LLC 0.37% Add +3.6% 8,973 $872K
Modera Wealth Management, LLC 0.01% Reduce -53.8% 8,898 $865K
Sage Rhino Capital LLC 0.21% Reduce -6.3% 8,881 $863K
Busey Bank 0.03% Reduce -5.1% 8,866 $862K
PEAK6 Investments LLC 0.04% New 8,865 $862K
Csenge Advisory Group 0.05% Add +27.0% 8,770 $852K
Pennsylvania Capital Management Inc. 0.33% No change 8,757 $851K
KLCM Advisors, Inc. 0.10% No change 8,736 $849K
Avior Wealth Management, LLC 0.04% Reduce -9.4% 8,674 $843K
E&G Advisors, LLC 0.25% No change 8,710 $840K
LSV Asset Management 0.00% Reduce -80.4% 8,600 $836K
TRUE Private Wealth Advisors 0.09% Add +0.6% 8,596 $835K
Good Life Advisors, LLC 0.07% Add +0.3% 8,582 $834K
New Vernon Investment Management LLC 1.08% No change 8,550 $831K
Sompo Asset Management Co., Ltd. 0.14% Reduce -12.1% 8,540 $830K
Mission Wealth Management, LP 0.02% Add +15.1% 8,501 $826K
Exchange Traded Concepts, LLC 0.02% Add +6430.0% 8,489 $825K
Blue Trust, Inc. 0.01% Add +37.0% 8,761 $825K
Headlands Technologies LLC 0.09% New 8,478 $824K
Bank of New Hampshire 0.21% Reduce -7.2% 8,423 $819K
Orion Capital Management LLC 0.43% Reduce -5.1% 8,390 $815K
Proficio Capital Partners LLC 0.09% Reduce -14.4% 8,386 $815K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -10.9% 8,339 $811K
Asset Dedication, LLC 0.06% Add +4.1% 8,230 $800K
Bull Street Advisors, LLC 0.38% No change 8,199 $797K
CFM Wealth Partners LLC 0.15% Add +10.1% 8,168 $794K
Laurion Capital Management LP 0.03% New 8,162 $793K
Nilsine Partners, LLC 0.11% Reduce -13.2% 8,145 $792K
Hilltop Holdings Inc. 0.09% Add +6.9% 8,134 $791K
Perpetual Ltd 0.01% Reduce -0.8% 8,124 $790K
Stevens Capital Management LP 0.27% New 8,080 $785K
IHT Wealth Management, LLC 0.03% Reduce -0.5% 8,069 $784K
Cidel Asset Management Inc. 0.06% Add +2.2% 8,030 $780K
Genesee Capital Advisors, LLC 0.38% New 8,029 $780K
Corsair Capital Management, L.P. 0.13% Reduce -0.7% 8,003 $778K
Intrua Financial, LLC 0.13% Reduce -33.8% 7,988 $776K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% New 7,988 $776K
Cim Investment Management Inc. 0.24% Reduce -0.8% 7,982 $776K
Waldron Private Wealth LLC 0.03% Add +1.4% 7,965 $774K
LGT Fund Management Co Ltd. 0.10% New 7,942 $772K
Patton Albertson Miller Group, LLC 0.11% New 7,911 $769K
Operose Advisors LLC 0.27% No change 7,888 $767K
Rothschild Investment LLC 0.05% Add +11.1% 7,884 $766K
GeoWealth Management, LLC 0.03% Add +5.8% 7,791 $757K
Claro Advisors Inc. 0.12% Add +11.2% 7,781 $756K
Financial Management Professionals, Inc. 0.10% Reduce -2.3% 7,757 $754K
Signature Estate & Investment Advisors LLC 0.02% Add +20.1% 7,748 $753K
Shulman DeMeo Asset Management LLC 0.20% Reduce -0.3% 7,733 $752K
Nicolet Advisory Services, LLC 0.07% Add +5.3% 7,239 $749K
Breakwater Capital Group 0.17% Add +0.2% 7,659 $744K
Brookstone Capital Management 0.01% Add +2.6% 6,920 $740K
Cypress Capital Group 0.09% Reduce -13.2% 7,603 $739K
Beacon Financial Group 0.08% Reduce -0.5% 7,600 $739K
Jmac Enterprises LLC 0.13% Reduce -14.6% 7,600 $739K
Mechanics Financial Corp 0.38% Add +2.3% 7,598 $738K
Belpointe Asset Management LLC 0.05% Reduce -53.4% 7,587 $737K
North Star Investment Management Corp. 0.05% Reduce -1.9% 7,564 $735K
1834 Investment Advisors Co. 0.09% Reduce -32.4% 7,546 $733K
MIdWestOne Financial Group, Inc. 0.13% Reduce -3.4% 7,537 $733K
Herold Advisors, Inc. 0.17% Add +0.0% 7,526 $731K
CreativeOne Wealth, LLC 0.04% Reduce -14.9% 7,501 $729K
Auto-Owners Insurance Co 0.02% No change 7,500 $729K
Independent Investors Inc. 0.16% No change 7,483 $727K
Vantage Financial Partners Ltd., Inc. 0.18% Reduce -0.7% 7,450 $724K
Sunbelt Securities, Inc. 0.07% Add +0.4% 7,441 $723K
Sapient Capital LLC 0.02% Reduce -15.4% 7,439 $723K
Composition Wealth, LLC 0.02% Reduce -1.1% 7,418 $721K
Cookson Peirce & Co. Inc. 0.03% Reduce -20.1% 7,317 $711K
Norden Group LLC 0.14% Reduce -15.3% 7,306 $710K
KPP Advisory Services LLC 0.19% Add +9.0% 7,294 $709K
Charles Schwab Trust Co 0.07% Add +2.7% 7,280 $708K
Sciencast Management LP 0.25% New 7,257 $705K
Transamerica Financial Advisors, LLC 0.08% No change 7,224 $703K
Nicholas Wealth, LLC. 0.50% Add +42.5% 7,219 $702K
Robotti Robert 0.11% No change 7,215 $701K
First Dallas Securities Inc. 0.31% Reduce -4.6% 7,212 $701K
Private Trust Co. NA 0.08% Add +2.0% 7,203 $700K
Bank of Stockton 0.22% Add +11.7% 7,193 $699K
Hyman Charles D 0.04% No change 7,188 $699K
Meridian Investment Counsel Inc. 0.22% Add +1.1% 7,185 $698K
Arkadios Wealth Advisors 0.05% Add +45.7% 7,157 $696K
Congress Park Capital LLC 0.28% Reduce -10.6% 7,154 $695K
Hills Bank & Trust Co 0.06% No change 7,137 $694K
Regal Investment Advisors LLC 0.05% Reduce -0.4% 7,085 $689K
TriaGen Wealth Management LLC 0.27% Reduce -0.5% 7,068 $687K
Strategic Blueprint, LLC 0.05% Add +2.7% 7,024 $683K
Beacon Bank & Trust 0.17% Reduce -11.4% 7,019 $682K
Portside Wealth Group, LLC 0.13% Reduce -7.3% 7,012 $681K
Legacy Financial Advisors, Inc. 0.12% Add +18.8% 7,001 $680K
Clifford Group, LLC 0.55% Reduce -1.6% 6,991 $679K
Gryphon Financial Partners LLC 0.10% Add +28.6% 6,968 $677K
Quilter Plc 0.02% No change 6,940 $674K
IFG Advisors, LLC 0.16% No change 6,932 $674K
Resurgent Financial Advisors LLC 0.42% Reduce -3.3% 6,906 $671K
Inscription Capital, LLC 0.11% Add +0.1% 6,886 $669K
Kesler, Norman & Wride, LLC 0.14% Reduce -1.9% 6,885 $669K
Chicago Partners Investment Group LLC 0.03% Add +1.6% 6,430 $667K
Empire Financial Management Company, LLC 0.22% Add +4.8% 6,849 $666K
1832 Asset Management L.P. 0.00% Reduce -13.2% 6,846 $665K
LexAurum Advisors, LLC 0.16% Reduce -2.5% 6,826 $663K
Anchor Investment Management, LLC 0.07% Add +7.2% 6,784 $659K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -28.4% 6,770 $658K
Zacks Investment Management 0.01% New 6,770 $658K
Affinity Investment Advisors, LLC 0.49% Reduce -0.1% 6,732 $654K
Canton Hathaway, LLC 0.18% No change 6,725 $654K
Transatlantique Private Wealth LLC 0.27% Reduce -0.6% 6,877 $652K
Welch & Forbes LLC 0.01% Add +2.3% 6,408 $650K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.5% 6,680 $649K
Alera Investment Advisors, LLC 0.08% Reduce -37.3% 6,667 $648K
Harbor Advisors LLC 0.12% No change 6,608 $642K
CX Institutional 0.03% Add +6.7% 6,603 $642K
Washburn Capital Management, Inc. 0.46% Reduce -11.6% 6,576 $639K
Fortitude Advisory Group L.L.C. 0.38% Reduce -29.4% 6,561 $638K
Great Valley Advisor Group, Inc. 0.02% Add +5.4% 6,557 $637K
Visionary Wealth Advisors 0.04% Reduce -0.2% 6,546 $636K
Beta Wealth Group, Inc. 0.30% Add +3.3% 6,519 $634K
Smartleaf Asset Management LLC 0.10% Add +42.9% 6,612 $633K
Alpine Global Management, LLC 0.12% New 6,500 $632K
Graham Capital Management, L.P. 0.04% New 6,468 $629K
Lee Danner & Bass Inc. 0.05% — 6,463 $628K
Somerville Kurt F 0.11% No change 6,430 $625K
Sippican Capital Advisors 0.49% No change 6,429 $625K
Point72 Asia (Singapore) Pte. Ltd. 0.13% Add +179.2% 6,403 $622K
Personal Cfo Solutions, LLC 0.10% Reduce -2.1% 6,377 $620K
Aaron Wealth Advisors LLC 0.09% Add +11.6% 6,357 $618K
Eads & Heald Wealth Management 0.30% Add +13.2% 6,303 $613K
Advisors Capital Management, LLC 0.01% Add +19.7% 6,311 $613K
Grove Bank & Trust 0.10% Reduce -0.3% 6,302 $612K
Catalyst Financial Partners LLC 0.13% Add +4.5% 6,277 $610K
Chicago Wealth Management, Inc. 0.35% No change 6,243 $607K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -10.3% 6,237 $606K
Cooper Financial Group 0.09% Reduce -27.8% 6,236 $606K
Bank Pictet & Cie (Europe) AG 0.01% Add +1.5% 6,234 $606K
Shufro Rose & Co. LLC 0.05% Reduce -3.1% 6,220 $605K
Burke & Herbert Bank & Trust Co. 0.15% Reduce -0.1% 6,200 $603K
Graypoint LLC 0.04% Add +16.2% 6,146 $597K
Versor Investments LP 0.11% New 6,122 $595K
First Foundation Advisors 0.02% Reduce -6.2% 6,117 $595K
Gladstone Institutional Advisory LLC 0.03% Reduce -84.4% 6,102 $593K
Gratus Capital, LLC 0.02% Add +11.1% 6,102 $593K
Buckingham Strategic Wealth, LLC 0.01% Reduce -12.9% 6,094 $592K
Empower Advisory Group, LLC 0.00% Reduce -28.1% 6,088 $592K
Capital Square, LLC 0.38% No change 5,759 $590K
&partners 0.03% New 6,068 $590K
Rosenblum Silverman Sutton S F Inc. 0.16% Add +5.7% 6,067 $590K
Barlow Wealth Partners, LLC 0.08% No change 5,782 $590K
Sentry Investment Management LLC 0.26% Reduce -17.0% 6,052 $588K
Mach-1 Financial Group, LLC 0.41% Add +10.4% 6,042 $587K
Orca Investment Management, LLC 0.56% Reduce -0.5% 6,037 $587K
Tributary Capital Management, LLC 0.05% Add +116.9% 6,030 $586K
First American Trust, FSB 0.06% Add +10.5% 6,011 $584K
Eagle Rock Investment Company, LLC 0.11% No change 6,000 $583K
Western Wealth Management, LLC 0.04% Reduce -6.4% 5,984 $582K
Davis R M Inc. 0.01% Add +20.9% 5,982 $581K
Moneta Group Investment Advisors LLC 0.01% Add +5.5% 5,972 $580K
Ranch Capital Advisors Inc. 0.30% Add +4.8% 5,968 $580K
Moors & Cabot, Inc. 0.03% Reduce -9.2% 5,964 $580K
Capital Group Investment Management Pte. LTD. 0.12% No change 5,943 $578K
Icon Wealth Advisors, LLC 0.05% Reduce -10.7% 5,581 $576K
Nicholas Hoffman & Company, LLC. 0.03% Add +0.0% 5,924 $576K
Ramirez Asset Management, Inc. 0.12% Reduce -26.3% 5,890 $572K
HM Payson & Co. 0.01% Reduce -3.8% 5,871 $571K
Red Lighthouse Investment Management, LLC 0.24% Reduce -2.6% 5,846 $568K
Curbstone Financial Management Corp 0.12% Add +3.5% 5,832 $567K
US Asset Management LLC 0.51% Reduce -4.8% 5,824 $566K
Sage Mountain Advisors LLC 0.05% Add +34.6% 5,808 $565K
Westover Capital Advisors, LLC 0.15% No change 5,803 $564K
Fullerton Fund Management Co Ltd. 0.03% No change 5,800 $564K
Wharton Business Group, LLC 0.03% No change 5,789 $563K
Heritage Wealth Advisors 0.03% Add +0.1% 5,779 $562K
Berger Financial Group, Inc 0.04% Reduce -0.9% 5,770 $561K
Resonant Capital Advisors, LLC 0.05% Add +17.8% 5,768 $561K
Prio Wealth Limited Partnership 0.02% Reduce -10.4% 5,764 $560K
Legacy Capital Group California, Inc. 0.20% Add +1.0% 5,746 $558K
Calton & Associates, Inc. 0.28% Add +0.1% 5,722 $556K
Wealth Effects LLC 0.20% Reduce -1.0% 5,700 $554K
Lindbrook Capital, LLC 0.05% Add +6.0% 5,695 $553K
Syon Capital LLC 0.05% Add +3.0% 5,694 $553K
Chapin Davis, Inc. 0.19% Reduce -2.4% 5,675 $552K
Essex Financial Services, Inc. 0.04% Reduce -3.7% 5,828 $551K
LS Investment Advisors, LLC 0.09% No change 5,650 $549K
Douglass Winthrop Advisors, LLC 0.01% Add +3.4% 5,641 $548K
Evexia Wealth LLC 0.21% Reduce -0.5% 5,334 $546K
Strategic Wealth Partners, Ltd. 0.06% Reduce -8.2% 5,615 $546K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -8.7% 5,614 $546K
PDS Planning, Inc 0.05% Add +2.3% 5,598 $544K
Florida Trust Wealth Management Co 0.02% Add +12.3% 5,592 $543K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 5,591 $543K
McDonald Partners LLC 0.14% No change 5,556 $540K
Chase Investment Counsel Corp. 0.19% New 5,539 $538K
Bahl & Gaynor LLC 0.00% Reduce -0.4% 5,522 $537K
Financial Advisors, LLC 0.11% No change 5,476 $532K
Main Street Financial Solutions, LLC 0.05% Add +4.1% 5,476 $532K
Arbor Investment Advisors, LLC 0.08% Reduce -16.0% 5,460 $531K
Adirondack Trust Co. 0.22% Reduce -0.6% 5,421 $527K
Lazari Capital Management, Inc. 0.24% New 5,409 $526K
Strategic Investment Advisors / MI 0.06% Reduce -8.0% 5,404 $525K
Two Sigma Advisers, LP 0.00% Reduce -93.2% 5,400 $525K
Flagship Harbor Advisors, LLC 0.03% New 5,391 $524K
Canopy Partners, LLC 0.24% Add +0.5% 5,384 $523K
Veltria Advisors Corp. 0.19% Reduce -42.3% 5,336 $519K
Northern Financial Advisors Inc 0.41% Reduce -0.2% 5,299 $515K
Blueprint Investment Partners LLC 0.11% Reduce -15.0% 5,291 $514K
Integris Wealth Management, LLC 0.15% No change 5,231 $508K
CTC Alternative Strategies, Ltd. 0.21% New 5,200 $505K
Rogco, LP 0.21% Add +7.5% 5,197 $505K
Oakworth Capital, Inc. 0.04% Add +1.0% 5,197 $505K
Addison Advisors LLC 0.16% Add +5.8% 5,188 $504K
Rwa Wealth Partners, LLC 0.01% Add +69.0% 5,159 $501K
Peoples Bank 0.26% Add +2.9% 5,126 $498K
Arete Wealth Advisors, LLC 0.04% New 5,135 $497K
Ausdal Financial Partners, Inc. 0.05% Reduce -0.1% 5,107 $496K
Debussy Capital Management LP 0.14% Add +2.8% 5,100 $496K
STAR Financial Bank 0.38% Reduce -12.7% 5,096 $495K
Hexagon Capital Partners LLC 0.11% Reduce -4.5% 5,094 $495K
Mill Creek Capital Advisors, LLC 0.01% Add +22.6% 5,083 $494K
Strategic Financial Services, Inc. 0.03% No change 5,082 $494K
Silvia McColl Wealth Management, LLC 0.41% Reduce -4.7% 5,065 $492K
Lebenthal Global Advisors, LLC 0.11% Reduce -17.7% 5,057 $492K
Childress Capital Advisors, LLC 0.14% Add +5.9% 5,049 $491K
Evernest Financial Advisors, LLC 0.22% Reduce -0.1% 5,047 $491K
Bank of Hawaii 0.02% Add +13.6% 5,031 $489K
Northeast Financial Consultants Inc 0.02% No change 5,025 $488K
SlateStone Wealth, LLC 0.05% Add +0.1% 5,021 $488K
Arcataur Capital Management LLC 0.17% Reduce -0.7% 5,012 $487K
Connecticut Wealth Management, LLC 0.03% Add +11.5% 5,011 $487K
BSW Wealth Partners 0.08% Add +5.9% 5,008 $487K
Diversify Wealth Management, LLC 0.06% — 5,285 $487K
IFP Advisors, Inc 0.02% Add +16.6% 4,999 $486K
Hancock Whitney Corp. 0.02% Reduce -27.9% 4,977 $484K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.8% 4,973 $483K
Foster Dykema Cabot & Partners, LLC 0.04% No change 4,968 $483K
Pinnacle Bancorp, Inc. 0.14% Add +1.0% 4,950 $481K
Boston Financial Mangement LLC 0.02% Reduce -2.0% 4,947 $481K
Legacy Advisors, LLC 0.06% Add +31.9% 4,945 $481K
Humankind Investments LLC 0.13% New 4,941 $480K
Rehmann Capital Advisory Group 0.03% Add +1.7% 4,939 $480K
Register Financial Advisors LLC 0.24% Add +0.1% 4,939 $480K
Bell Bank 0.04% No change 4,920 $478K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,864 $473K
Harbor Investment Advisory, LLC 0.05% Reduce -3.4% 4,860 $472K
Larson Financial Group LLC 0.03% Add +93.8% 4,856 $472K
GM Advisory Group, LLC 0.03% Add +5.8% 4,850 $471K
Arista Wealth Management, LLC 0.12% New 4,815 $468K
Renaissance Investment Group LLC 0.10% No change 4,550 $467K
Forte Capital LLC 0.06% Add +10.7% 4,803 $467K
Cable Hill Partners, LLC 0.05% New 4,797 $466K
L2 Asset Management, LLC 0.14% Add +7.5% 4,785 $465K
Nottingham Advisors, Inc. 0.06% New 4,784 $465K
CNB Bank 0.22% Reduce -37.2% 4,771 $464K
Everpar Advisors LLC 0.23% Reduce -3.9% 4,770 $464K
Marcum Wealth, LLC 0.05% Add +2.8% 4,752 $462K
Willner & Heller, LLC 0.44% Reduce -7.3% 4,743 $461K
Bank of Nova Scotia Trust Co. 0.05% Reduce -17.1% 4,727 $459K
Evergreen Capital Management LLC 0.02% Add +27.8% 4,723 $459K
Insight 2811, Inc. 0.24% No change 4,722 $459K
AlphaStar Capital Management, LLC 0.04% Add +34.6% 4,689 $456K
Mosley Wealth Management 0.39% Reduce -3.3% 4,680 $455K
Marex Group Ltd 0.01% New 4,644 $451K
Mechanics Bank Trust Department 0.06% Add +99.6% 4,643 $451K
Montanova Capital, LLC 0.02% Reduce -39.6% 4,611 $448K
Pinnacle Financial Partners Inc 0.01% Add +6.8% 4,606 $448K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -0.9% 4,606 $448K
Strait & Sound Wealth Management LLC 0.23% Add +54.5% 4,601 $447K
Private Capital Management LLC 0.09% Add +9.3% 4,589 $446K
DT Investment Partners, LLC 0.04% No change 4,536 $441K
Autumn Glory Partners, LLC 0.23% No change 4,535 $441K
Zions Bancorporation, N.A. 0.04% Reduce -9.7% 4,521 $439K
West Oak Capital, LLC 0.18% Reduce -45.9% 4,515 $439K
HBK Sorce Advisory LLC 0.02% Add +1.4% 4,502 $438K
Sound View Wealth Advisors Group, LLC 0.05% Add +4.8% 4,498 $437K
Ledyard National Bank 0.04% Add +0.1% 4,496 $437K
Baron Wealth Management LLC 0.23% Reduce -0.0% 4,483 $436K
AlphaCore Capital LLC 0.11% Add +52.0% 4,477 $435K
Summit Global Investments 0.03% Add +68.8% 4,464 $434K
Smithfield Trust Co 0.02% Reduce -0.3% 4,478 $433K
Moloney Securities Asset Management, LLC 0.06% Add +31.6% 4,455 $433K
Bell & Brown Wealth Advisors, LLC 0.16% Add +0.6% 4,427 $430K
Cornerstone Wealth Management, LLC 0.03% Reduce -1.1% 4,418 $429K
GFG Capital, LLC 0.12% Reduce -59.4% 4,400 $428K
Fort Washington Investment Advisors Inc. 0.00% Add +12.4% 4,381 $426K
IPG Investment Advisors LLC 0.09% No change 4,375 $425K
Keel Point, LLC 0.04% Add +47.2% 4,396 $425K
Moss Adams Wealth Advisors LLC 0.06% Add +10.8% 4,374 $425K
Tiemann Investment Advisors, LLC 0.19% Reduce -1.7% 4,351 $423K
Hudock, Inc. 0.08% Reduce -2.1% 4,341 $422K
Powell Investment Advisors, LLC 0.22% Add +0.8% 4,335 $421K
Catalina Capital Group, LLC 0.16% Add +18.4% 4,302 $418K
PGIM Custom Harvest LLC 0.01% Reduce -11.4% 4,294 $417K
Focus Partners Advisor Solutions, LLC 0.01% Add +26.0% 4,276 $416K
Knollwood Investment Advisory, LLC 0.05% New 4,258 $414K
Fox Run Management, L.L.C. 0.08% Reduce -70.6% 4,229 $411K
Salzhauer Michael 0.33% No change 4,225 $411K
Exencial Wealth Advisors, LLC 0.02% Reduce -8.4% 4,202 $408K
Holderness Investments Co. 0.10% Add +5.5% 4,186 $407K
Centric Wealth Management 0.12% Add +0.0% 3,894 $406K
Baker Tilly Wealth Management, LLC 0.17% Reduce -60.4% 4,170 $405K
Corton Capital Inc. 0.21% Reduce -36.4% 4,168 $405K
Morningstar Investment Services LLC 0.00% Add +42.1% 4,209 $403K
Goldstone Financial Group, LLC 0.08% Add +18.3% 4,136 $402K
Triad Wealth Partners, LLC 0.21% Add +2.2% 4,136 $402K
Millennium Capital Advisors, LLC 0.27% Reduce -7.9% 4,134 $402K
Alliance Wealth Advisors, LLC 0.25% No change 4,133 $402K
Morse Asset Management, Inc 0.10% Add +0.5% 4,129 $401K
Colonial River Investments, LLC 0.22% Reduce -19.5% 4,119 $400K
Titleist Asset Management, LLC 0.06% Reduce -4.2% 4,116 $400K
Riverwater Partners LLC 0.30% Reduce -7.1% 4,114 $400K
Apriem Advisors 0.05% Add +10.8% 4,111 $400K
Daymark Wealth Partners, LLC 0.02% New 4,083 $397K
Park National Corp. 0.01% Add +0.4% 4,080 $397K
Shepherd Financial Partners LLC 0.05% Add +0.1% 4,076 $396K
X-Square Capital, LLC 0.14% Reduce -5.8% 4,067 $395K
Brown Capital Management LLC 0.01% Add +1.0% 4,063 $395K
Point72 (DIFC) Ltd 0.04% Reduce -69.0% 4,062 $395K
Pekin Hardy Strauss, Inc. 0.05% Reduce -12.9% 4,060 $395K
Richwood Investment Advisors, LLC 0.35% Add +46.7% 4,053 $394K
Cromwell Holdings LLC 0.23% — 4,034 $392K
Allen Investment Management, LLC 0.00% No change 4,034 $392K
Everhart Financial Group, Inc. 0.10% Add +52.4% 4,030 $392K
SOL Capital Management CO 0.05% Add +28.9% 4,020 $391K
Waverly Advisors, LLC 0.01% Add +10.1% 4,021 $391K
Emfo, LLC 0.35% Add +33.3% 4,000 $389K
Independence Bank of Kentucky 0.10% Add +32.7% 3,985 $387K
Destination Wealth Management 0.01% Add +0.0% 3,967 $386K
Jackson Creek Investment Advisors LLC 0.14% Reduce -4.5% 3,950 $384K
Fortem Financial Group, LLC 0.16% Reduce -7.1% 3,928 $382K
First Trust Investment Solutions L.P. 0.05% Add +43.4% 3,926 $382K
Two Sigma Securities, LLC 0.02% Reduce -91.2% 3,904 $379K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -32.0% 3,891 $378K
Allstate Corp. 0.03% No change 3,884 $377K
MCF Advisors LLC 0.03% Add +7.1% 3,874 $377K
Measured Wealth Private Client Group, LLC 0.13% Add +5.9% 3,874 $376K
AdvisorNet Financial, Inc 0.03% Add +2.0% 3,870 $376K
One Wealth Advisors, LLC 0.08% Reduce -16.3% 3,924 $376K
Relative Value Partners Group, LLC 0.05% Reduce -19.6% 3,862 $375K
Lake Street Private Wealth, LLC 0.05% Reduce -32.9% 3,862 $375K
Tanager Wealth Management LLP 0.06% Add +1.5% 3,850 $374K
Amplius Wealth Advisors, LLC 0.04% Add +2.5% 3,807 $370K
Cetera Trust Company, N.A 0.23% No change 3,804 $370K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -2.5% 3,803 $370K
Marino, Stram & Associates LLC 0.09% Reduce -32.1% 3,802 $370K
Bank Pictet & Cie (asia) Ltd. 0.12% No change 3,792 $369K
Overbrook Management Corp 0.09% No change 3,764 $366K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -1.7% 3,764 $366K
Missouri Trust & Investment Co 0.14% No change 3,750 $364K
Symphony Financial, Ltd. Co. 0.07% New 3,708 $364K
Angeles Wealth Management, LLC 0.03% Reduce -6.2% 3,734 $363K
Rosenberg Matthew Hamilton 0.11% Reduce -2.9% 3,652 $362K
Roundview Capital LLC 0.03% Add +5.0% 3,725 $362K
Samalin Investment Counsel, LLC 0.17% Add +8.0% 3,719 $361K
Trilogy Capital Inc. 0.02% Add +17.8% 3,718 $361K
Cornerstone Wealth Group, LLC 0.03% Add +1.8% 3,713 $361K
First County Bank 0.19% Reduce -2.5% 3,713 $361K
Wealth Alliance, LLC 0.05% Add +0.3% 3,698 $359K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.8% 3,680 $358K
Farmers National Bank 0.11% Reduce -0.1% 3,670 $357K
Vestmark Advisory Solutions, Inc. 0.01% Add +2.6% 3,653 $355K
Rothschild Wealth LLC 0.12% Add +7.0% 3,646 $354K
Altus Wealth Group LLC 0.18% Reduce -2.6% 3,645 $354K
One Capital Management, LLC 0.01% New 3,644 $354K
Hoylecohen, LLC 0.03% Reduce -10.8% 3,632 $353K
Voya Financial Advisors, Inc. 0.04% Reduce -7.6% 3,682 $353K
First Financial Bank - Trust Division 0.03% Add +0.2% 3,626 $352K
Davidson Investment Advisors 0.02% No change 3,623 $352K
Capula Management Ltd 0.00% Add +127.0% 3,621 $352K
Prestige Wealth Management Group LLC 0.08% Add +61.1% 3,614 $351K
Wellington Shields Capital Management, LLC 0.06% No change 3,607 $351K
Frisch Financial Group, Inc. 0.11% Add +0.1% 3,598 $350K
RMR Wealth Builders 0.04% Add +0.6% 3,600 $350K
Alta Advisers Ltd 0.17% No change 3,600 $350K
Aprio Wealth Management, LLC 0.06% Add +1.7% 3,595 $349K
Quantum Financial Advisors, LLC 0.06% No change 3,567 $347K
Raab & Moskowitz Asset Management LLC 0.09% Add +4.4% 3,544 $344K
Oxford Financial Group, LTD. LLC 0.02% New 3,532 $343K
Journey Advisory Group, LLC 0.04% No change 3,520 $342K
Truvestments Capital LLC 0.14% Add +1.3% 3,517 $342K
Kovack Advisors, Inc. 0.04% Reduce -8.9% 3,514 $342K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 3,486 $339K
Grandfield & Dodd, LLC 0.02% Add +22.4% 3,470 $337K
Focus Financial Network, Inc. 0.01% Add +25.6% 3,118 $334K
Community Bank of Raymore 0.26% Reduce -87.3% 3,420 $332K
BNP Paribas 0.02% No change 3,415 $332K
Opinicus Capital, Inc. 0.28% Add +2.6% 3,406 $331K
Alerus Financial NA 0.02% Reduce -0.5% 3,402 $331K
Jacobi Capital Management LLC 0.03% Add +2.9% 3,395 $330K
American National Bank & Trust 0.04% No change 3,388 $329K
DGS Capital Management, LLC 0.09% Reduce -6.2% 3,384 $329K
Paces Ferry Wealth Advisors, LLC 0.20% No change 3,381 $329K
Duncker Streett & Co. Inc. 0.06% No change 3,371 $328K
Quotient Wealth Partners, LLC 0.01% Add +20.5% 3,353 $326K
City State Bank 0.13% Reduce -0.4% 3,328 $323K
Manchester Capital Management LLC 0.04% Add +5.7% 3,313 $322K
Fiduciary Family Office, LLC 0.13% Reduce -1.4% 3,296 $320K
Ostrum Asset Management 0.03% Reduce -68.9% 3,292 $320K
CYBER HORNET ETFs LLC 0.35% Add +1.5% 3,272 $318K
Proathlete Wealth Management LLC 0.15% Add +8.9% 3,268 $318K
Easterly Investment Partners LLC 0.03% Reduce -97.9% 3,267 $318K
Avantax Planning Partners, Inc. 0.01% Reduce -10.5% 3,267 $318K
Guerra Pan Advisors, LLC 0.26% No change 3,239 $315K
Crawford Investment Counsel Inc. 0.01% Reduce -0.1% 3,237 $315K
ClearAlpha Technologies LP 0.12% New 3,231 $314K
JGP Wealth Management, LLC 0.04% Reduce -0.4% 3,224 $313K
Catalyst Funds Management Pty Ltd 0.08% Reduce -76.3% 3,200 $311K
Apexium Financial, LP 0.02% Reduce -1.6% 3,197 $311K
Essex Bank 0.08% Reduce -19.2% 3,192 $310K
Hobbs Group Advisors, LLC 0.12% — 3,181 $309K
Waddell & Associates, LLC 0.04% Add +4.7% 3,178 $309K
Silver Coast Investments LLC 0.13% Reduce -23.7% 3,172 $308K
Circle Wealth Management, LLC 0.01% Reduce -15.0% 3,166 $308K
Continuum Advisory, LLC 0.04% Add +5.5% 3,161 $307K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +11.9% 3,159 $307K
Fiducient Advisors LLC 0.04% Reduce -2.3% 3,149 $306K
San Luis Wealth Advisors LLC 0.07% New 3,144 $306K
Northwest Bancshares, Inc. 0.05% Reduce -0.5% 3,104 $302K
Navis Wealth Advisors, LLC 0.35% Reduce -2.1% 3,097 $301K
Zhang Financial LLC 0.02% Add +2.1% 3,094 $301K
Trueblood Wealth Management, LLC 0.17% No change 3,080 $299K
Manchester Financial Inc. 0.07% No change 3,058 $297K
Bedel Financial Consulting, Inc. 0.04% Add +0.0% 3,054 $297K
Lokken Investment Group LLC 0.14% No change 3,053 $297K
Optimum Investment Advisors 0.13% No change 3,050 $296K
Tritonpoint Wealth, LLC 0.03% Add +9.7% 3,044 $296K
Pallas Capital Advisors LLC 0.01% Add +16.3% 2,822 $296K
New Covenant Trust Company, N.A. 0.34% Reduce -5.9% 2,897 $296K
Associated Banc-Corp 0.01% No change 3,037 $295K
O'ROURKE & COMPANY, Inc 0.17% Add +0.4% 3,038 $295K
Aspiriant, LLC 0.01% Reduce -29.9% 3,034 $295K
Wimmer Associates 1, LLC 0.15% No change 3,023 $294K
McLean Asset Management Corp 0.10% Add +2.7% 2,840 $294K
PFG Advisors 0.02% Add +1.8% 3,013 $293K
Johnson Investment Counsel Inc. 0.00% Reduce -20.1% 3,011 $293K
Advus Financial Partners, LLC 0.09% Reduce -4.4% 3,006 $292K
Spirit of America Management Corp. 0.06% No change 3,000 $292K
First Interstate Bank 0.02% Reduce -2.9% 3,000 $292K
Five Oceans Advisors 0.15% Reduce -0.6% 2,996 $291K
Webster Bank, N. A. 0.03% Add +25.1% 2,991 $291K
Park Edge Advisors, LLC 0.09% Add +0.7% 2,989 $290K
Summit Wealth Group, LLC 0.09% New 2,983 $290K
Atlantic Union Bankshares Corp 0.02% New 2,984 $290K
Viawealth, LLC 0.18% Add +0.4% 2,980 $290K
Omnia Family Wealth, LLC 0.12% Add +3.2% 2,966 $288K
Blue Fin Capital, Inc. 0.06% No change 2,965 $288K
Baker Avenue Asset Management, LP 0.01% Add +3.2% 2,951 $287K
Balboa Wealth Partners 0.08% New 2,946 $286K
Wallace Advisory Group, LLC 0.20% Reduce -6.1% 2,929 $285K
Freestone Capital Holdings, LLC 0.01% Add +8.8% 2,929 $285K
Great Lakes Advisors, LLC 0.00% New 2,924 $284K
Fulcrum Capital LLC 0.06% No change 2,921 $284K
Pure Financial Advisors, LLC 0.01% New 2,921 $284K
Gibbs Wealth Management 0.11% Add +27.7% 2,916 $283K
Journey Strategic Wealth LLC 0.01% New 2,914 $283K
Stiles Financial Services Inc 0.11% Reduce -4.5% 2,910 $283K
American State Bank (Iowa) 0.18% No change 2,908 $283K
3Chopt Investment Partners, LLC 0.09% New 2,907 $283K
Seven Mile Advisory 0.21% Add +12.2% 2,886 $280K
Duff & Phelps Investment Management Co. 0.00% Reduce -80.2% 2,885 $280K
Lion Street Advisors, LLC 0.10% Add +3.2% 2,869 $279K
Thrive Wealth Management, LLC 0.05% Add +14.4% 2,856 $278K
Ipswich Investment Management Co., Inc. 0.06% Reduce -0.5% 2,854 $277K
Legacy Edge Advisors, LLC 0.05% Add +3.3% 2,843 $276K
Eagle Strategies LLC 0.05% New 2,837 $276K
First Affirmative Financial Network 0.19% Reduce -10.4% 2,831 $275K
Kingfisher Capital LLC 0.06% No change 2,826 $275K
Laffer Tengler Investments, Inc. 0.07% Add +83.0% 2,826 $275K
Valmark Advisers, Inc. 0.00% Reduce -2.0% 2,824 $274K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -9.9% 2,820 $274K
Ameritas Advisory Services, LLC 0.01% Add +0.9% 2,799 $272K
Enterprise Financial Services Corp 0.17% Add +1.9% 2,798 $272K
Key Financial Inc 0.07% Add +7.8% 2,795 $272K
Eastern Bank 0.01% Reduce -12.9% 2,782 $270K
Wilkinson Global Asset Management LLC 0.02% Reduce -38.3% 2,774 $270K
BLB&B Advisors, LLC 0.01% Reduce -16.6% 2,767 $269K
Performance Wealth Partners, LLC 0.01% No change 2,760 $268K
FinTrust Capital Advisors, LLC 0.05% Reduce -0.9% 2,750 $267K
Harbour Investments, Inc. 0.01% Add +1.7% 2,748 $267K
Clear Harbor Asset Management, LLC 0.02% No change 2,745 $267K
Fortis Group Advisors, LLC 0.05% Reduce -1.3% 2,744 $267K
Jackson Square Capital, LLC 0.07% No change 2,741 $266K
Pathway Financial Advisors LLC 0.07% No change 2,738 $266K
EntryPoint Capital, LLC 0.12% Add +111.0% 2,735 $266K
Paulson Wealth Management Inc. 0.08% No change 2,727 $265K
Auxano Advisors, LLC 0.07% Reduce -2.3% 2,725 $265K
Broadleaf Partners, LLC 0.06% No change 2,719 $264K
Diversified, LLC 0.03% New 2,718 $264K
Phoenix Financial Ltd. 0.00% Reduce -3.5% 2,719 $264K
Phillips Wealth Planners LLC 0.28% Reduce -1.3% 2,536 $262K
Crewe Advisors LLC 0.03% Reduce -1.3% 2,690 $261K
Fort Sheridan Advisors LLC 0.04% Add +1.6% 2,689 $261K
Invenio Wealth Partners LLC 0.13% Add +2.3% 2,688 $261K
L.M. Kohn & Company 0.07% Reduce -5.0% 2,678 $260K
Girard Partners LTD. 0.02% Add +9.5% 2,677 $260K
Sandy Spring Bank 0.01% Add +2.1% 2,671 $260K
CVA Family Office, LLC 0.05% Add +2.1% 2,663 $259K
Sachetta, LLC 0.11% Reduce -0.8% 2,486 $258K
Gallagher Fiduciary Advisors, LLC 0.06% New 2,644 $257K
Cornerstone Advisory, LLC 0.04% Reduce -27.2% 2,642 $257K
Kaizen Financial Strategies 0.16% Add +0.7% 2,474 $257K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% No change 2,637 $256K
Equitable Trust Co. 0.02% Add +20.4% 2,637 $256K
InTrack Investment Management Inc 0.18% Reduce -3.7% 2,633 $256K
Hurlow Wealth Management Group, Inc. 0.09% Reduce -0.5% 2,630 $256K
Brandywine Oak Private Wealth LLC 0.03% No change 2,628 $255K
St Germain D J Co. Inc. 0.01% Reduce -15.0% 2,627 $255K
Prairie Wealth Advisors, Inc. 0.13% Add +0.3% 2,622 $255K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.1% 2,619 $255K
Ellsworth Advisors, LLC 0.07% Add +0.1% 2,600 $253K
West Family Investments, Inc. 0.08% Add +1.1% 2,593 $252K
Howard Financial Services, LTD. 0.04% Add +1.8% 2,591 $252K
Turtle Creek Wealth Advisors, LLC 0.06% Add +2.2% 2,590 $252K
Accredited Investors Inc. 0.02% Reduce -6.2% 2,583 $251K
AA Financial Advisors, LLC 0.09% No change 2,579 $251K
TFB Advisors LLC 0.08% New 2,563 $249K
Bank of Marin 0.21% New 2,553 $248K
True North Advisors, LLC 0.07% Reduce -10.7% 2,540 $247K
Formidable Asset Management, LLC 0.04% Add +9.4% 2,531 $246K
Flynn Zito Capital Management, LLC 0.13% Add +0.2% 2,527 $246K
Bragg Financial Advisors, Inc 0.01% No change 2,521 $245K
Doheny Asset Management 0.17% No change 2,523 $245K
Alpha Cubed Investments, LLC 0.01% New 2,507 $244K
Segment Wealth Management, LLC 0.02% Reduce -4.2% 2,505 $243K
Beck Mack & Oliver LLC 0.01% No change 2,500 $243K
Mosaic Financial Group, LLC 0.17% Reduce -34.2% 2,494 $242K
Sepio Capital, LP 0.02% Reduce -2.2% 2,488 $242K
Aft, Forsyth & Company, Inc. 0.12% No change 2,485 $242K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -13.8% 2,482 $241K
IVC Wealth Advisors LLC 0.13% Add +4.0% 2,481 $241K
River Wealth Advisors LLC 0.03% Add +3.7% 2,476 $241K
Financial Security Advisor, Inc. 0.08% Add +0.7% 2,466 $240K
Advisory Alpha, LLC 0.01% Reduce -6.8% 2,464 $239K
Midland Wealth Advisors, LLC 0.01% Add +6.6% 2,456 $239K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -2.3% 2,447 $238K
N.E.W. Advisory Services LLC 0.03% Add +0.1% 2,446 $238K
Vantage Consulting Group Inc 0.18% Reduce -10.6% 2,439 $237K
Prepared Retirement Institute LLC 0.16% Add +11.3% 2,437 $237K
Hall Capital Management Co. Inc. 0.11% No change 2,426 $236K
Boston Trust Walden Corp 0.00% No change 2,423 $235K
Integrated Investment Consultants, LLC 0.06% No change 2,500 $235K
NBW Capital LLC 0.05% Reduce -4.5% 2,419 $235K
Wealthcare Advisory Partners LLC 0.01% Add +2.0% 2,418 $235K
Bangor Savings Bank 0.02% No change 2,409 $234K
Reliant Investment Management, LLC 0.11% Reduce -95.1% 2,405 $234K
Allegheny Financial Group 0.07% New 2,400 $233K
Mayfair Advisory Group, LLC 0.16% Reduce -10.2% 2,240 $233K
Fairscale Capital, LLC 0.21% — 2,195 $233K
Darden Wealth Group Inc 0.14% No change 2,396 $233K
Horizon Wealth Management, LLC 0.06% Add +1.0% 2,395 $233K
Firestone Capital Management 0.06% Add +7.3% 2,392 $233K
iSAM Funds (UK) Ltd 0.17% New 2,392 $232K
Numerai GP LLC 0.08% New 2,389 $232K
CHICAGO TRUST Co NA 0.05% New 2,388 $232K
Allen Capital Group, LLC 0.03% New 2,381 $231K
Central Bank & Trust Co. 0.03% Reduce -44.7% 2,381 $231K
Plancorp, LLC 0.01% Add +1.2% 2,379 $231K
iA Global Asset Management Inc. 0.00% Reduce -7.8% 2,370 $230K
Gitterman Wealth Management, LLC 0.09% New 2,365 $230K
Savvy Advisors, Inc. 0.07% New 2,356 $229K
Klingman & Associates, LLC 0.02% Add +6.6% 2,351 $228K
Sax Wealth Advisors, LLC 0.02% New 2,350 $228K
Callan Capital, LLC 0.02% New 2,348 $228K
Argent Advisors, Inc. 0.09% No change 2,340 $227K
United Community Bank 0.09% Add +16.6% 2,333 $227K
Castleview Partners, LLC 0.13% Reduce -12.8% 2,331 $227K
Newman Dignan & Sheerar, Inc. 0.06% No change 2,328 $226K
Wrapmanager Inc. 0.06% Reduce -11.0% 2,325 $226K
Intergy Private Wealth, LLC 0.09% New 2,324 $226K
Safeguard Financial, LLC 0.06% New 2,318 $225K
Primoris Wealth Advisors, LLC 0.18% No change 2,305 $224K
Fielder Capital Group LLC 0.09% Add +0.7% 2,305 $224K
Ascent Group, LLC 0.02% New 2,304 $224K
Optas, LLC 0.06% New 2,303 $224K
American Trust 0.02% Reduce -3.0% 2,303 $224K
KKM Financial LLC 0.11% No change 2,345 $224K
Oxford Asset Management LLP 0.22% New 2,298 $223K
Bridgewater Associates 0.00% Reduce -19.4% 2,293 $223K
Canvas Wealth Advisors, LLC 0.07% New 2,145 $223K
Pegasus Partners Ltd. 0.02% No change 2,288 $222K
Pinebridge Investments, L.P. 0.00% Reduce -6.9% 2,288 $222K
Advisor OS, LLC 0.02% New 2,276 $221K
Old North State Trust, LLC 0.19% Add +7.1% 2,274 $221K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -15.6% 2,265 $220K
Sivia Capital Partners, LLC 0.15% Reduce -0.3% 2,262 $220K
Deseret Mutual Benefit Administrators 0.10% Add +2.4% 2,255 $219K
Valley National Advisers Inc. 0.03% Add +1.2% 2,261 $219K
Montz Harcus Wealth Management LLC 0.14% Add +0.5% 2,242 $218K
Veracity Capital LLC 0.09% New 2,238 $217K
Everett Harris & Co. 0.00% New 2,231 $217K
Glen Eagle Advisors, LLC 0.04% Add +1.1% 2,231 $217K
Sunflower Bank, N.A. 0.05% New 2,222 $216K
Monterey Private Wealth, Inc. 0.08% No change 2,207 $215K
Clear Creek Financial Management, LLC 0.03% Add +1.4% 2,206 $214K
Groesbeck Investment Management Corp. 0.30% No change 2,200 $214K
Bouchey Financial Group, Ltd. 0.02% Reduce -4.4% 2,193 $213K
Marathon Capital Management 0.05% Reduce -13.2% 2,188 $213K
Beaumont Financial Advisors, LLC 0.02% Reduce -3.8% 2,185 $212K
Welch Group, LLC 0.01% No change 2,179 $212K
Peak Planning Group, LLC 0.10% New 2,173 $211K
Birch Hill Investment Advisors LLC 0.01% No change 2,171 $211K
HBW Advisory Services LLC 0.04% Reduce -30.2% 2,167 $211K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -18.8% 2,162 $210K
Alta Wealth Advisors LLC 0.10% Reduce -8.5% 2,160 $210K
FCG Investment Co 0.16% Reduce -0.9% 2,143 $208K
Luts & Greenleigh Group, Inc. 0.22% — 2,138 $208K
Meadow Creek Wealth Advisors LLC 0.20% New 2,135 $208K
Sutton Place Investors LLC 0.14% New 2,131 $207K
J. W. Coons Advisors, LLC 0.04% New 2,121 $206K
Warther Private Wealth, LLC 0.08% New 2,115 $206K
Jacobsen Capital Management 0.09% New 2,114 $205K
Garden State Investment Advisory Services LLC 0.07% New 2,106 $205K
Boyd Watterson Asset Management LLC 0.06% No change 2,106 $205K
New Hampshire Trust 0.05% New 2,105 $205K
Investment Partners, LTD. 0.09% New 2,098 $204K
Iron Gate Global Advisors LLC 0.03% New 2,092 $203K
Macroview Investment Management LLC 0.22% Add +0.5% 2,092 $203K
Mirabaud & Cie SA 0.07% New 2,090 $203K
Hemington Wealth Management 0.07% New 2,093 $203K
Motco 0.01% Reduce -1.3% 2,084 $203K
Beacon Financial Advisory LLC 0.08% New 2,080 $202K
Capital Advisors, Ltd. LLC 0.03% Add +0.9% 2,080 $202K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +133.3% 1,864 $202K
Breed's Hill Capital LLC 0.18% New 2,059 $200K
Kanawha Capital Management LLC 0.02% New 2,058 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 2,057 $200K
Family Firm, Inc. 0.04% New 1,987 $193K
Blue Bell Private Wealth Management, LLC 0.04% Add +4.7% 1,896 $184K
M&R Capital Management Inc. 0.04% Add +0.1% 1,888 $183K
GHP Investment Advisors, Inc. 0.01% Reduce -6.0% 1,880 $183K
Atlas Capital Advisors Inc. 0.02% Reduce -2.4% 1,871 $182K
Gold Investment Management Ltd. 0.08% No change 1,856 $180K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -45.5% 1,794 $174K
Bruce G. Allen Investments, LLC 0.15% Reduce -19.9% 1,780 $173K
Rise Advisors, LLC 0.09% Add +0.8% 1,775 $173K
Godsey & Gibb, Inc. 0.02% Add +2.3% 1,725 $168K
Ibex Wealth Advisors 0.03% Reduce -74.6% 1,702 $165K
Concourse Financial Group Securities, Inc. 0.01% Add +15.3% 1,678 $163K
Rational Advisors, Inc. 0.02% Add +139.6% 1,677 $163K
Game Plan Financial Advisors, LLC 0.09% No change 1,600 $156K
Ransom Advisory, Ltd 0.08% Add +78.3% 1,594 $155K
Park Place Capital Corp 0.05% Add +0.4% 1,563 $152K
Thompson Investment Management, Inc. 0.02% Reduce -2.6% 1,523 $148K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,500 $146K
Redwood Wealth Management Group, LLC 0.11% New 1,467 $143K
Gleason Group, Inc. 0.03% Add +0.8% 1,460 $142K
Realta Investment Advisors 0.03% Reduce -35.1% 1,430 $139K
Roble, Belko & Company, Inc 0.02% No change 1,405 $137K
Hazlett, Burt & Watson, Inc. 0.07% Add +4.2% 1,391 $135K
Silvant Capital Management LLC 0.01% No change 1,357 $132K
Indiana Trust & Investment Management Co 0.05% No change 1,341 $130K
Piscataqua Savings Bank 0.12% Reduce -13.0% 1,338 $130K
Tobam 0.02% Add +85.9% 1,335 $130K
Knuff & Co LLC 0.04% Reduce -7.3% 1,270 $123K
GPS Wealth Strategies Group, LLC 0.02% Reduce -6.6% 1,253 $122K
Resources Management Corp. /CT/ 0.02% No change 1,215 $118K
West Paces Advisors Inc. 0.03% Reduce -5.7% 1,210 $118K
Coppell Advisory Solutions LLC 0.02% — 1,206 $117K
Summit Securities Group LLC 0.04% New 1,200 $117K
Compass Wealth Management LLC 0.03% No change 1,184 $115K
Armstrong Advisory Group, Inc. 0.01% Reduce -5.8% 1,182 $115K
Paladin Advisory Group, LLC 0.09% No change 1,156 $115K
First Financial Corp. 0.06% No change 1,179 $115K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +29.9% 1,130 $110K
Jamison Private Wealth Management, Inc. 0.02% Add +29.7% 1,122 $109K
MV Capital Management, Inc. 0.01% Add +8.0% 1,121 $109K
Cultivar Capital, Inc. 0.09% New 1,111 $108K
General Partner, Inc. 0.07% No change 1,107 $108K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +81.4% 1,081 $105K
PSI Advisors, LLC 0.03% Add +4.9% 1,068 $104K
Sound Income Strategies, LLC 0.01% Reduce -0.2% 1,045 $102K
Y.D. More Investments Ltd 0.01% Add +175.0% 1,045 $101K
Dakota Community Bank & Trust NA 0.54% Add +20.9% 1,042 $101K
Carolinas Wealth Consulting LLC 0.02% Add +0.2% 1,041 $101K
Caldwell Sutter Capital, Inc. 0.05% Reduce -1.4% 1,029 $100K
Creekmur Asset Management LLC 0.03% Reduce -3.7% 1,027 $100K
Washington Trust Advisors, Inc. 0.01% Reduce -27.8% 1,021 $99K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 1,015 $99K
Centennial Bank 0.05% Reduce -1.9% 1,011 $98K
Robinswood Financial LLC 0.04% No change 1,000 $97K
Monetary Management Group Inc. 0.03% No change 1,000 $97K
Citizens National Bank Trust Department 0.02% No change 1,000 $97K
Tompkins Financial Corp. 0.01% No change 1,000 $97K
Gilliland Jeter Wealth Management LLC 0.03% No change 980 $95K
Brown, Lisle/Cummings, Inc. 0.03% No change 975 $95K
Bogart Wealth, LLC 0.00% No change 970 $94K
JFS Wealth Advisors, LLC 0.01% Reduce -22.1% 958 $93K
Covestor Ltd 0.06% Reduce -36.3% 898 $87K
Farmers & Merchants Investments Inc. 0.00% Add +0.7% 891 $87K
Cranbrook Wealth Management, LLC 0.02% No change 890 $87K
Cedar Mountain Advisors, LLC 0.02% Add +0.6% 879 $85K
Hanson & Doremus Investment Management 0.01% Reduce -14.4% 877 $85K
Colonial Trust Co / SC 0.01% Add +8.6% 872 $85K
Arax Advisory Partners 0.01% Add +46.9% 868 $84K
Hartford Financial Management Inc. 0.02% Reduce -9.0% 858 $83K
Atticus Wealth Management, LLC 0.03% No change 855 $83K
Cypress Capital, LLC 0.02% New 847 $82K
Riverview Trust Co 0.08% Reduce -40.9% 841 $82K
Aviso Financial Inc. 0.00% — 825 $80K
PARK CIRCLE Co 0.08% No change 800 $78K
Carmichael Hill & Associates, Inc. 0.03% Add +35.3% 785 $76K
SRH Advisors, LLC 0.03% Add +0.8% 785 $76K
Tortoise Investment Management, LLC 0.01% Add +68.2% 772 $75K
Johnson Financial Group, Inc. 0.00% Add +22.1% 757 $74K
Eukles Asset Management 0.03% No change 753 $73K
HHM Wealth Advisors, LLC 0.01% No change 741 $72K
Kozak & Associates, Inc. 0.02% No change 701 $70K
Benjamin Edwards Inc. 0.01% Reduce -87.9% 722 $70K
Twin Lakes Capital Management, LLC 0.05% No change 720 $70K
WD Rutherford LLC 0.03% Reduce -37.0% 715 $69K
Cedar Wealth Management, LLC 0.02% No change 684 $66K
Tsfg, LLC 0.02% Add +25.6% 673 $65K
Ameliora Wealth Management Ltd. 0.03% Reduce -96.9% 652 $63K
Wellington Shields & Co., LLC 0.02% No change 626 $61K
Plante Moran Financial Advisors, LLC 0.01% Add +171.7% 625 $61K
Bell Investment Advisors, Inc 0.01% Add +1.7% 600 $58K
First United Bank & Trust 0.02% No change 588 $57K
Osterweis Capital Management Inc. 0.00% No change 587 $57K
Horrell Capital Management, Inc. 0.02% No change 583 $57K
J.Safra Asset Management Corp 0.01% New 568 $55K
Bfsg, LLC 0.01% No change 560 $54K
America First Investment Advisors, LLC 0.01% No change 556 $54K
MeadowBrook Investment Advisors LLC 0.05% No change 544 $53K
WR Wealth Planners, LLC 0.02% Add +24.4% 541 $53K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.6% 526 $51K
Semmax Financial Advisors Inc. 0.02% No change 519 $51K
Versant Capital Management, Inc 0.01% Add +10240.0% 517 $50K
Riggs Asset Managment Co. Inc. 0.01% Add +3.4% 516 $50K
Hollencrest Capital Management 0.00% Reduce -16.1% 512 $50K
Sittner & Nelson, LLC 0.02% No change 510 $50K
NFSG Corp 0.02% Reduce -9.8% 500 $49K
Union Savings Bank 0.03% Add +66.3% 499 $48K
Mark Sheptoff Financial Planning, LLC 0.03% Add +24.0% 496 $48K
Activest Wealth Management 0.02% New 485 $47K
Financial Network Wealth Advisors LLC 0.04% New 484 $47K
Front Row Advisors LLC 0.02% Reduce -1.6% 478 $46K
Accordant Advisory Group Inc 0.04% No change 470 $46K
Partnership Wealth Management, LLC 0.03% No change 468 $45K
Annapolis Financial Services, LLC 0.01% No change 447 $43K
Provenance Wealth Advisors, LLC 0.01% No change 443 $43K
Creative Financial Designs Inc. 0.00% Add +0.2% 433 $42K
Quarry LP 0.02% New 433 $42K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 419 $41K
Fortitude Family Office, LLC 0.02% No change 418 $41K
Richardson Financial Services Inc. 0.03% Add +21.4% 403 $39K
Eagle Bay Advisors LLC 0.02% Add +1.4% 368 $36K
Baldwin Wealth Partners LLC 0.00% Add +9.6% 367 $36K
Essex Investment Management Co. LLC 0.01% No change 363 $35K
Raleigh Capital Management Inc. 0.01% Add +45.3% 356 $35K
1620 Investment Advisors, Inc. 0.03% New 349 $34K
TFC Financial Management, Inc. 0.01% No change 345 $34K
DHJJ Financial Advisors, Ltd. 0.01% No change 338 $33K
West Branch Capital LLC 0.01% No change 318 $31K
Meeder Asset Management Inc. 0.00% Reduce -92.9% 317 $31K
Painted Porch Advisors LLC 0.02% New 316 $31K
Lynx Investment Advisory 0.02% — 313 $30K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 311 $30K
Byrne Asset Management LLC 0.02% No change 309 $30K
Islay Capital Management, LLC 0.02% No change 300 $29K
Maryland Capital Advisors Inc. 0.02% No change 300 $29K
BBJS Financial Advisors, LLC 0.01% New 300 $29K
Miller Wealth Advisors, LLC 0.01% No change 285 $28K
Hilltop National Bank 0.01% No change 281 $27K
Bank & Trust Co 0.02% — 265 $26K
POM Investment Strategies, LLC 0.02% Add +1147.6% 262 $25K
Opal Wealth Advisors, LLC 0.01% New 257 $25K
Solstein Capital, LLC 0.02% No change 256 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 255 $25K
Balefire, LLC 0.01% Reduce -80.0% 254 $25K
Davis Capital Management 0.02% No change 246 $24K
Wetzel Investment Advisors, Inc. 0.01% No change 259 $24K
Ruedi Wealth Management, Inc. 0.01% Add +27.2% 248 $24K
ORG Partners LLC 0.00% Add +100.8% 239 $24K
Main Street Group, LTD 0.01% Reduce -21.4% 239 $24K
Bare Financial Services, Inc 0.01% No change 199 $21K
Janiczek Wealth Management, LLC 0.00% Reduce -1.4% 206 $20K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 210 $20K
Delos Wealth Advisors, LLC 0.02% No change 205 $20K
WFA of San Diego, LLC 0.02% — 200 $19K
Stephens Consulting, LLC 0.01% Add +60.0% 200 $19K
Estabrook Capital Management 0.00% Reduce -66.7% 200 $19K
LRI Investments, LLC 0.00% Add +112.9% 198 $19K
Archer Investment Corp 0.01% Add +14.6% 196 $19K
Kathleen S. Wright Associates Inc. 0.01% No change 192 $19K
Red Tortoise LLC 0.01% No change 189 $18K
Abound Wealth Management 0.01% Reduce -57.4% 189 $18K
Glass Jacobson Investment Advisors llc 0.01% No change 186 $18K
Broadwater Capital Management LLC 0.01% No change 183 $18K
Iron Horse Wealth Management, LLC 0.01% No change 182 $18K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 181 $18K
Silicon Valley Capital Partners 0.00% Add +1.1% 180 $17K
Aspect Partners, LLC 0.01% No change 177 $17K
Colonial Trust Advisors 0.00% Reduce -69.7% 176 $17K
Kimelman & Baird, LLC 0.00% — 175 $17K
Towne Trust Company, N.A 0.01% No change 174 $17K
Private Wealth Management Group, LLC 0.01% No change 173 $17K
Planning Capital Management Corp 0.01% No change 166 $16K
First PREMIER Bank 0.00% No change 156 $15K
Olistico Wealth, LLC 0.01% New 154 $15K
JNBA Financial Advisors 0.00% No change 152 $15K
Center for Financial Planning, Inc. 0.00% Reduce -52.1% 150 $15K
RFP Financial Group LLC 0.01% Add +43.3% 149 $14K
Redmont Wealth Advisors LLC 0.02% No change 142 $14K
Great Lakes Retirement, Inc. 0.00% New 135 $13K
Kelly Financial Services LLC 0.00% No change 134 $13K
Penserra Capital Management LLC 0.00% No change 135 $13K
Morton Brown Family Wealth, LLC 0.00% Add +20.4% 118 $12K
Rakuten Securities, Inc. 0.01% Add +12.5% 126 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 125 $12K
Gables Capital Management Inc. 0.01% No change 120 $12K
Ancora Advisors LLC 0.00% Add +39.5% 120 $12K
Transcendent Capital Group LLC 0.01% No change 117 $11K
NCP Inc. 0.01% Add +0.9% 116 $11K
Dunhill Financial, LLC 0.01% Add +1.8% 114 $11K
Avion Wealth 0.00% Reduce -35.4% 115 $11K
Dogwood Wealth Management LLC 0.01% Add +0.9% 113 $11K
Frazier Financial Advisors, LLC 0.01% No change 113 $11K
Nordwand Advisors, LLC 0.00% No change 113 $11K
Cherry Tree Wealth Management, LLC 0.00% Add +489.5% 112 $11K
Raffa Wealth Management, LLC 0.00% No change 111 $11K
Fairway Wealth LLC 0.01% New 109 $11K
Highline Wealth Partners LLC 0.00% Add +2525.0% 105 $10K
Laurel Wealth Advisors LLC 0.00% No change 104 $10K
Hantz Financial Services, Inc. 0.00% Add +2500.0% 104 $10K
Focused Wealth Management, Inc 0.00% New 102 $10K
LGT Financial Advisors LLC 0.02% New 95 $9K
Birchbrook, Inc. 0.01% No change 92 $9K
Cornerstone Planning Group LLC 0.00% Add +21.3% 97 $9K
Legend Financial Advisors, Inc. 0.01% No change 87 $8K
Atwood & Palmer Inc. 0.00% No change 85 $8K
PayPay Securities Corp 0.68% Reduce -8.7% 84 $8K
Chesapeake Asset Management LLC 0.01% No change 83 $8K
DiNuzzo Private Wealth, Inc. 0.00% Add +14.1% 81 $8K
Unique Wealth Strategies, LLC 0.00% New 83 $8K
Salomon & Ludwin, LLC 0.00% Reduce -87.6% 77 $7K
Brown Shipley& Co Ltd 0.00% Reduce -96.1% 74 $7K
First Community Trust NA 0.01% No change 73 $7K
Valued Wealth Advisors LLC 0.00% Add +50.0% 72 $7K
Coston, McIsaac & Partners 0.00% No change 77 $7K
Creative Capital Management Investments LLC 0.00% No change 72 $7K
Arcadia Investment Management Corp. 0.00% No change 70 $7K
Stone House Investment Management, LLC 0.00% No change 70 $7K
McIlrath & Eck, LLC 0.00% No change 70 $7K
Beacon Capital Management, LLC 0.00% Reduce -84.9% 69 $7K
SJS Investment Consulting Inc. 0.00% Reduce -2.9% 68 $7K
Strategic Financial Concepts, LLC 0.00% New 52,591 $6K
Anfield Capital Management, LLC 0.00% New 62 $6K
First Command Advisory Services, Inc. 0.00% Add +287.5% 62 $6K
Abich Financial Wealth Management LLC 0.00% No change 57 $6K
Your Advocates Ltd., LLP 0.00% No change 56 $5K
Westside Investment Management, Inc. 0.00% New 56 $5K
Evermay Wealth Management LLC 0.00% No change 52 $5K
TruNorth Capital Management, LLC 0.00% Reduce -55.5% 49 $5K
Westend Capital Management, LLC 0.00% No change 47 $5K
Blume Capital Management, Inc. 0.00% No change 47 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 40 $4K
FPC Investment Advisory, Inc. 0.00% No change 27 $3K
New Millennium Group LLC 0.00% New 29 $3K
Acima Private Wealth, LLC 0.00% No change 26 $3K
Naples Money Management LLC 0.00% New 23 $2K
Kings Path Partners LLC 0.00% — 22 $2K
WestEnd Advisors, LLC 0.00% Add +320.0% 21 $2K
Horizons Wealth Management 0.00% No change 17 $2K
Beaird Harris Wealth Management, LLC 0.00% Reduce -79.3% 17 $2K
Arlington Trust Co LLC 0.00% No change 17 $2K
Kessler Investment Group, LLC 0.00% No change 15 $1K
Financial Gravity Asset Management, Inc. 0.00% No change 13 $1K
Aspire Private Capital, LLC 0.00% No change 13 $1K
Strengthening Families & Communities, LLC 0.00% New 15 $1K
Caitlin John, LLC 0.00% Add +233.3% 10 $972
Innealta Capital, LLC 0.00% New 9 $875
ClariVest Asset Management LLC 0.00% Add +75.0% 7 $670
State of Wyoming 0.00% Add +50.0% 6 $583
CGC Financial Services, LLC 0.00% Reduce -98.1% 5 $486
Global Wealth Strategies & Associates 0.00% No change 4 $389
Tradewinds Capital Management, LLC 0.00% Add +200.0% 3 $292
VitalStone Financial, LLC 0.00% No change 1 $97

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