Morgan StanleyMS

13F holders, Q4 2024 (December 31)
2,116holders +243
209new positions
81sold out
9famous investors
$125.61avg. 13F price*

At the end of Q4 2024, 2,116 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 243 from Q3 2024. 209 opened new positions and 81 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($47.4B), State Street Corp. ($14.0B) and Vanguard Group Inc. ($13.8B). 9 famous investors held it, including Ken Fisher (1.1% of Fisher Asset Management's portfolio), Israel Englander (0.4% of Millennium Management's portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions209$894.1M
Exits81$420.4M

All 13F filers, Q3 2024 → Q4 2024: 57,196,935 shares bought and 53,635,375 shares sold, net +3,561,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,116 holders

Mitsubishi Ufj Financial Group Inc. 100.00% No change 377,085,167 $47.4B
State Street Corp. 0.55% Add +0.9% 111,280,579 $14.0B
Vanguard Group Inc. 0.24% Add +0.6% 110,132,798 $13.8B
BlackRock, Inc. 0.24% Add +7.1% 95,086,325 $12.0B
JPMorgan Chase & Co. 0.41% Add +0.1% 41,029,456 $5.2B
Capital International Investors 0.71% Reduce -0.1% 29,984,620 $3.8B
Geode Capital Management, LLC 0.25% Add +2.4% 25,844,753 $3.2B
FMR LLC 0.19% Add +11.9% 25,561,560 $3.2B
Fisher Asset Management 1.14% Add +1.9% 22,833,937 $2.9B
Capital Research Global Investors 0.56% Add +44.8% 21,794,873 $2.7B
Wellington Management Group LLP 0.48% Reduce -33.0% 20,895,984 $2.6B
Bank of America Corp. 0.22% Reduce -9.7% 18,810,288 $2.4B
Massachusetts Financial Services Co. 0.67% Reduce -11.9% 16,879,506 $2.1B
Norges Bank 0.25% Add +1.7% 15,194,081 $1.9B
T. Rowe Price Associates Inc. 0.20% Add +15.5% 14,112,508 $1.8B
Goldman Sachs Group Inc. 0.34% Reduce -6.7% 13,967,394 $1.8B
Northern Trust Corp. 0.24% Add +20.0% 13,403,197 $1.7B
Ameriprise Financial Inc. 0.42% Reduce -2.0% 12,844,090 $1.6B
Charles Schwab Investment Management Inc. 0.26% Add +0.4% 11,019,694 $1.4B
UBS Group AG 0.31% Add +5.1% 10,967,351 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.27% Add +8.9% 9,210,293 $1.2B
Invesco Ltd. 0.21% Reduce -14.1% 8,893,909 $1.1B
Royal Bank of Canada 0.24% Add +15.1% 8,684,616 $1.1B
Legal & General Group Plc 0.27% Reduce -2.5% 8,040,164 $1.0B
Dimensional Fund Advisors LP 0.24% Reduce -1.4% 7,984,403 $1.0B
Bank of New York Mellon Corp 0.18% Reduce -29.8% 7,736,851 $972.7M
Franklin Resources Inc. 0.27% Reduce -1.7% 7,718,509 $970.4M
Schroder Investment Management Group 0.88% Add +50.8% 7,282,156 $915.7M
Manufacturers Life Insurance Company, The 0.79% Reduce -19.1% 7,164,838 $900.8M
Morgan Stanley 0.05% Reduce -0.5% 6,080,379 $764.4M
Alphinity Investment Management Pty Ltd 4.08% Reduce -0.0% 5,969,490 $750.5M
Bank of Montreal 0.36% Reduce -8.7% 5,717,093 $718.8M
Capital World Investors 0.11% Add +0.5% 5,655,399 $711.0M
Nuveen Asset Management, LLC 0.20% Reduce -5.6% 5,478,758 $688.8M
Janus Henderson Group PLC 0.35% Reduce -13.3% 5,474,243 $688.3M
Deutsche Bank AG 0.24% Add +0.1% 4,870,259 $612.3M
Wells Fargo & Company 0.13% Add +0.8% 4,380,763 $550.7M
Amundi 0.19% Reduce -11.2% 4,274,351 $544.8M
Voya Investment Management LLC 0.65% Add +4.8% 4,250,392 $534.4M
Principal Financial Group Inc. 0.29% Reduce -10.1% 4,237,185 $532.7M
Boston Partners 0.61% Reduce -35.9% 3,960,978 $500.1M
Millennium Management 0.41% Add +46.4% 3,687,640 $463.6M
HSBC Holdings PLC 0.27% Add +2.4% 3,460,508 $435.3M
Citadel Advisors 0.40% Add +2081.9% 3,363,852 $422.9M
Alliancebernstein L.P. 0.12% Add +1.7% 2,889,322 $363.2M
Sumitomo Mitsui Trust Group, Inc. 0.24% Add +2.6% 2,805,076 $352.7M
Raymond James Financial Inc. 0.12% — 2,578,094 $324.1M
Barclays PLC 0.16% Reduce -58.6% 2,517,811 $316.5M
Envestnet Asset Management Inc. 0.10% Reduce -1.8% 2,480,672 $311.9M
Ensign Peak Advisors, Inc 0.55% Add +11.8% 2,439,366 $306.7M
California Public Employees Retirement System 0.20% Reduce -4.9% 2,372,562 $298.3M
Rhumbline Advisers 0.27% Reduce -2.3% 2,370,856 $298.1M
American Century Companies Inc. 0.17% Add +111.7% 2,331,960 $293.2M
National Pension Service 0.28% Reduce -2.4% 2,313,928 $290.9M
PNC Financial Services Group, Inc. 0.19% Add +0.1% 2,248,451 $282.7M
Fayez Sarofim & Co 0.68% Add +17.0% 2,238,714 $281.5M
FIL Ltd 0.26% Add +66.4% 2,238,416 $281.4M
Neuberger Berman Group LLC 0.22% Add +3.8% 2,162,140 $271.8M
BNP Paribas Financial Markets 0.21% Reduce -9.7% 2,093,292 $263.2M
Lord, Abbett & Co. LLC 0.86% Add +6.2% 2,067,755 $260.0M
Citigroup Inc. 0.24% Add +12.4% 1,982,997 $249.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +9.0% 1,925,304 $242.5M
LPL Financial LLC 0.10% Add +13.5% 1,879,615 $236.3M
California State Teachers Retirement System 0.28% Reduce -4.8% 1,877,092 $236.0M
Cullen Capital Management, LLC 2.68% Reduce -25.7% 1,830,069 $230.1M
Public Employees Retirement Association of Colorado 0.89% Add +37.5% 1,780,745 $223.9M
New York State Common Retirement Fund 0.27% Add +8.7% 1,628,303 $204.7M
Stifel Financial Corp. 0.21% Reduce -0.4% 1,602,131 $201.4M
Canada Pension Plan Investment Board 0.19% Reduce -29.8% 1,591,896 $200.1M
D. E. Shaw & Co. 0.24% Add +132.8% 1,588,119 $199.7M
Federated Hermes, Inc. 0.43% Reduce -35.8% 1,569,948 $197.4M
Axiom Investors LLC 1.44% New 1,556,964 $195.7M
Menora Mivtachim Holdings LTD. 1.21% New 1,532,977 $192.7M
Bessemer Group Inc. 0.31% Add +33.6% 1,532,498 $192.7M
Aberdeen Group plc 0.36% Reduce -5.9% 1,532,571 $192.5M
Fifth Third Bancorp 0.69% Reduce -0.5% 1,506,337 $189.4M
Hamlin Capital Management, LLC 4.64% Reduce -0.9% 1,490,670 $187.4M
Prudential Financial Inc. 0.26% Add +4.6% 1,490,558 $187.4M
Macquarie Group Ltd. 0.22% Reduce -22.9% 1,462,717 $177.8M
Arrowstreet Capital, Limited Partnership 0.14% Reduce -7.7% 1,405,016 $176.6M
HighTower Advisors, LLC 0.24% Add +3.1% 1,412,678 $174.5M
Focused Investors LLC 5.21% Reduce -18.9% 1,311,800 $164.9M
Marshall Wace, LLP 0.21% Add +20.6% 1,300,023 $163.4M
Corient Private Wealth LP 0.27% Reduce -32.8% 1,281,002 $160.6M
Evercore Wealth Management, LLC 2.40% Reduce -0.7% 1,274,422 $160.2M
Qube Research & Technologies Ltd 0.25% Add +104.1% 1,237,134 $155.5M
CANADA LIFE ASSURANCE Co 0.26% Reduce -21.9% 1,219,603 $153.3M
Natixis Advisors, LLC 0.28% Add +3.0% 1,187,784 $149.3M
Primecap Management Co. 0.11% Reduce -18.7% 1,179,595 $148.3M
New York State Teachers Retirement System 0.31% Add +2.3% 1,174,211 $147.6M
Commerce Bank 0.89% Add +1.7% 1,148,566 $144.4M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -2.2% 1,148,084 $144.3M
Squarepoint Ops LLC 0.37% Add +18.6% 1,126,171 $141.6M
State Board of Administration of Florida Retirement System 0.27% Reduce -1.0% 1,120,989 $140.9M
Danske Bank A/S 0.40% Add +105.0% 1,075,133 $135.2M
Unisphere Establishment 1.15% Reduce -46.1% 1,050,000 $132.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.26% — 1,028,803 $129.3M
Wealth Enhancement Advisory Services, LLC 0.23% Add +0.2% 974,647 $122.5M
Douglas Lane & Associates, LLC 1.72% Reduce -3.1% 968,815 $121.8M
Korea Investment CORP 0.29% Reduce -21.5% 957,428 $120.4M
Victory Capital Management Inc. 0.12% Add +58.0% 941,053 $118.3M
Clark Capital Management Group, Inc. 0.82% Add +11.9% 934,926 $117.5M
Retirement Systems of Alabama 0.44% Reduce -0.2% 934,800 $117.5M
Nordea Investment Management AB 0.12% Reduce -55.9% 924,524 $116.5M
DNB Asset Management AS 0.50% Reduce -1.0% 919,037 $115.5M
Artisan Partners Limited Partnership 0.17% Reduce -18.1% 888,239 $111.7M
Brandywine Global Investment Management, LLC 0.80% Reduce -7.2% 866,315 $108.9M
Russell Investments Group, Ltd. 0.15% Reduce -8.2% 859,217 $108.0M
Mackenzie Financial Corp. 0.15% Add +180.5% 856,769 $107.7M
Pictet Asset Management Holding SA 0.12% Add +15.8% 854,153 $107.4M
M&T Bank Corp 0.36% Add +0.7% 848,958 $106.7M
Swedbank AB 0.13% Reduce -0.6% 832,979 $104.7M
Tredje AP-fonden 0.94% Reduce -32.7% 829,330 $104.3M
UniSuper Management Pty Ltd 0.74% Add +1.6% 822,225 $103.4M
Rokos Capital Management LLP 2.29% New 813,197 $102.3M
Aristotle Capital Management, LLC 0.20% Reduce -1.6% 813,487 $102.3M
RBF Capital, LLC 5.31% No change 810,432 $101.9M
Allianz Asset Management GmbH 0.14% Reduce -8.7% 793,880 $99.8M
Storebrand Asset Management As 0.30% Add +0.8% 790,123 $99.3M
Jane Street Group, LLC 0.16% Add +1084.3% 789,907 $99.3M
Susquehanna International Group, LLP 0.15% Reduce -20.1% 779,061 $97.9M
KBC Group NV 0.27% Add +78.2% 778,930 $97.9M
APG Asset Management N.V. 0.27% New 790,346 $96.0M
US Bancorp \de 0.13% Reduce -0.0% 760,919 $95.7M
Aviva PLC 0.25% Reduce -1.8% 756,654 $95.1M
First Trust Advisors LP 0.08% Add +2.0% 754,542 $94.9M
Pzena Investment Management LLC 0.32% Reduce -0.2% 748,984 $94.2M
State of Wisconsin Investment Board 0.24% Add +1.2% 730,568 $91.8M
Mariner, LLC 0.15% Add +4.6% 727,396 $91.4M
Candriam S.C.A. 0.52% Add +39.2% 707,754 $89.0M
TCW Group Inc. 0.74% Reduce -5.4% 699,259 $87.9M
Swiss Life Asset Management Ltd 0.65% Add +97.4% 698,798 $87.8M
AEGON ASSET MANAGEMENT UK Plc 1.14% Reduce -4.2% 689,040 $86.7M
Man Group plc 0.26% Reduce -37.0% 658,327 $82.8M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -2.5% 656,127 $82.5M
Rathbones Group PLC 0.40% Reduce -14.7% 652,535 $82.0M
Truist Financial Corp. 0.12% Reduce -4.0% 631,229 $79.4M
Robeco Institutional Asset Management B.V. 0.15% Add +35.9% 624,972 $78.6M
Woodley Farra Manion Portfolio Management Inc. 3.89% Reduce -0.0% 621,077 $78.1M
Royal London Asset Management Ltd. 0.18% Add +0.7% 601,272 $75.6M
Capital Fund Management S.A. 0.74% Add +4.9% 597,386 $75.1M
Nisa Investment Advisors, LLC 0.29% Add +8.3% 590,347 $74.2M
DekaBank Deutsche Girozentrale 0.14% No change 587,689 $74.1M
TD Asset Management Inc 0.06% Reduce -1.0% 583,326 $73.3M
Pinebridge Investments, L.P. 0.55% Add +137.3% 580,953 $73.0M
Asset Management One Co., Ltd. 0.25% Add +13.6% 572,022 $72.5M
Sei Investments Co. 0.09% Add +3.6% 564,663 $71.0M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +3.7% 561,850 $70.6M
Treasurer of the State of North Carolina 0.26% Add +0.7% 523,077 $65.8M
Employees Retirement System of Texas 0.66% Reduce -20.8% 522,000 $65.6M
National Bank of Canada 0.08% Reduce -52.7% 521,478 $65.6M
Atalanta Sosnoff Capital, LLC 1.42% Reduce -1.3% 519,512 $65.3M
Calamos Advisors LLC 0.43% Reduce -6.1% 515,257 $64.8M
Ofi Invest Asset Management 1.52% — 530,368 $64.4M
Cibc World Market Inc. 0.15% Add +40.6% 511,824 $64.3M
Factory Mutual Insurance Co. 0.69% Reduce -22.3% 508,850 $64.0M
LGT Capital Partners LTD. 2.42% Reduce -23.8% 505,840 $63.6M
Clearbridge Investments, LLC 0.05% Reduce -14.0% 500,016 $62.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Add +2.9% 499,554 $62.8M
Lansforsakringar Fondforvaltning AB (publ) 0.24% — 493,794 $62.1M
Public Employees Retirement System of Ohio 0.21% Reduce -26.1% 493,376 $62.0M
Capital Advisors Inc. 1.23% Add +1.4% 491,786 $61.8M
Handelsbanken Fonder AB 0.23% Add +10.1% 484,479 $60.9M
KLP Kapitalforvaltning As 0.29% — 483,589 $60.8M
Lazard Freres Gestion S.A.S. 1.18% Reduce -10.3% 470,028 $59.1M
State of Tennessee, Department of Treasury 0.21% Reduce -2.5% 465,438 $58.5M
Nomura Asset Management Co. Ltd. 0.17% Add +8.0% 455,922 $57.3M
Pinnacle Associates Ltd. 0.78% Reduce -3.6% 454,945 $57.2M
State of New Jersey Common Pension Fund D 0.23% Reduce -1.1% 447,167 $56.2M
Commonwealth Equity Services, LLC 0.08% Add +3.7% 446,628 $56.1M
Fullerton Fund Management Co Ltd. 1.94% Add +5707.9% 442,733 $55.7M
Gateway Investment Advisers LLC 0.62% Reduce -1.3% 440,362 $55.4M
Rafferty Asset Management, LLC 0.19% Add +3.6% 437,658 $55.0M
Donaldson Capital Management, LLC 2.00% Add +2382.4% 416,947 $52.4M
Trivest Advisors Ltd 2.28% New 400,000 $50.3M
STRS Ohio 0.20% Reduce -4.0% 397,595 $50.0M
Todd Asset Management LLC 1.16% Reduce -10.3% 386,686 $48.6M
Credit Agricole S A 0.16% Add +21.7% 382,160 $48.0M
Basswood Capital Management, L.L.C. 2.71% No change 369,259 $46.4M
Resona Asset Management Co.,Ltd. 0.27% Reduce -5.3% 367,737 $46.3M
Edgar Lomax Co. 2.97% Add +116.3% 366,710 $46.1M
Fiduciary Trust Co 0.59% Reduce -3.7% 352,679 $44.3M
Arizona State Retirement System 0.27% Add +0.6% 351,392 $44.2M
Ferguson Wellman Capital Management, Inc. 0.83% Reduce -3.2% 348,024 $43.8M
Erste Asset Management GmbH 0.53% Reduce -22.0% 344,853 $43.6M
State of Michigan Retirement System 0.22% Reduce -0.7% 336,726 $42.3M
Teachers Retirement System of the State of Kentucky 0.37% Reduce -30.0% 336,005 $42.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +87.4% 335,603 $42.2M
Teewinot Capital Advisers, L.L.C. 4.24% Reduce -45.7% 330,630 $41.6M
MetLife Investment Management, LLC 0.23% Add +1.4% 329,959 $41.5M
Deroy & Devereaux Private Investment Counsel Inc. 2.37% Add +0.9% 327,295 $41.1M
Public Sector Pension Investment Board 0.17% Add +48.0% 321,849 $40.5M
Nearwater Capital Markets, Ltd 1.15% — 321,773 $40.5M
Comerica Bank 0.16% Reduce -6.7% 317,150 $39.9M
Vontobel Holding Ltd. 0.14% Reduce -11.8% 314,587 $39.5M
Chilton Capital Management LLC 1.66% Add +0.2% 313,767 $39.4M
Janney Montgomery Scott LLC 0.11% Reduce -1.2% 313,525 $39.4M
Forsta Ap-Fonden 0.28% Add +8.0% 313,163 $39.4M
GW&K Investment Management, LLC 0.33% Reduce -2.3% 311,558 $39.2M
Oppenheimer Asset Management Inc. 0.47% Reduce -13.3% 306,137 $38.5M
CIBC Private Wealth Group LLC 0.07% Add +4.1% 300,015 $38.4M
MML Investors Services, LLC 0.13% Add +3.5% 299,453 $37.6M
Gradient Investments LLC 0.76% Reduce -9.8% 298,807 $37.6M
Corebridge Financial, Inc. 0.20% Reduce -13.6% 294,400 $37.0M
Baird Financial Group, Inc. 0.07% Reduce -0.6% 290,438 $36.5M
Conning Inc. 1.34% Reduce -22.7% 290,356 $36.5M
Fort Washington Investment Advisors Inc. 0.22% Add +6665.8% 289,779 $36.4M
Banco Santander, S.A. 0.44% Add +217.1% 288,172 $36.2M
Badgley Phelps Wealth Managers, LLC 0.84% Add +0.8% 287,763 $36.2M
Toronto Dominion Bank 0.07% Reduce -19.5% 281,377 $35.4M
Matrix Asset Advisors Inc. 3.85% Reduce -7.0% 280,424 $35.3M
AXA S.A. 0.11% Reduce -24.7% 279,892 $35.2M
Blue Chip Partners, LLC 3.02% Reduce -2.3% 279,108 $35.1M
Chilton Investment Co. Inc. 0.88% Add +5.6% 272,447 $34.3M
Lazard Asset Management LLC 0.05% Add +141.9% 271,692 $34.2M
Czech National Bank 0.31% Add +6.0% 268,965 $33.8M
Mn Services Vermogensbeheer B.V. 0.23% Add +0.8% 268,800 $33.8M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -47.2% 267,971 $33.7M
Acadian Asset Management LLC 0.10% Add +68.7% 266,581 $33.5M
Maple Capital Management, Inc. 2.46% Add +0.0% 265,879 $33.4M
ProShare Advisors LLC 0.08% Add +11.0% 265,823 $33.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Reduce -2.7% 263,767 $33.2M
TD Waterhouse Canada Inc. 0.26% Add +17.2% 260,741 $32.8M
Heritage Investors Management Corp. 1.05% Reduce -1.3% 257,717 $32.4M
QRG Capital Management, Inc. 0.33% Add +4.1% 254,124 $31.9M
Annex Advisory Services, LLC 0.96% Reduce -3.2% 252,714 $31.8M
Groupama Asset Managment 0.66% Add +212.0% 251,398 $31.6M
Gabelli Funds LLC 0.24% Reduce -2.8% 251,279 $31.6M
Keybank National Association 0.12% Reduce -0.4% 249,848 $31.4M
Los Angeles Capital Management LLC 0.13% Add +66.7% 248,870 $31.3M
Rockefeller Capital Management L.P. 0.08% Reduce -32.9% 246,325 $30.9M
Moody LYNN Lieberson & Walker, LLC 1.89% Add +15.8% 244,816 $30.8M
Teacher Retirement System of Texas 0.11% Reduce -5.7% 244,540 $30.7M
Weiss Asset Management LP 0.95% New 244,045 $30.7M
Creative Planning 0.03% Add +9.7% 241,349 $30.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +0.1% 240,256 $30.2M
NorthCoast Asset Management LLC 0.15% Reduce -0.3% 240,060 $30.2M
Bank of Nova Scotia 0.05% Reduce -40.4% 239,841 $30.2M
Balyasny Asset Management L.P. 0.07% Add +188.9% 239,276 $30.1M
Beacon Investment Advisory Services, Inc. 1.30% Add +2.3% 238,938 $30.0M
Ilmarinen Mutual Pension Insurance Co 0.26% Add +26.5% 238,484 $30.0M
Amalgamated Bank 0.24% Reduce -2.9% 234,340 $29.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% Add +14.2% 232,352 $29.2M
Abner Herrman & Brock LLC 3.60% Reduce -0.4% 230,246 $28.9M
Capital Group Private Client Services, Inc. 0.26% Reduce -1.4% 228,670 $28.7M
Crossmark Global Holdings, Inc. 0.53% Reduce -12.9% 228,310 $28.7M
IFM Investors Pty Ltd 0.29% Reduce -8.4% 227,449 $28.6M
CIBC Asset Management Inc 0.09% Add +2.3% 226,353 $28.5M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -85.9% 224,900 $28.3M
Hosking Partners LLP 1.10% Reduce -33.1% 223,799 $28.1M
Cerity Partners LLC 0.06% Reduce -5.0% 235,340 $28.1M
Bollard Group LLC 0.76% Reduce -16.8% 217,907 $27.4M
Adams Diversified Equity Fund, Inc. 1.02% Reduce -6.8% 215,269 $27.1M
Bailard, Inc. 0.69% Add +1.1% 214,107 $26.9M
AMF Tjanstepension AB 0.19% Reduce -17.2% 212,235 $26.7M
Agf Management Ltd. 0.13% Reduce -25.1% 210,363 $26.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.90% No change 210,248 $26.4M
Valley Wealth Managers, Inc. 1.96% Reduce -6.1% 208,973 $26.3M
NFJ Investment Group, LLC 0.84% Reduce -17.3% 208,402 $26.2M
Certuity, LLC 2.77% Add +0.3% 203,121 $25.5M
Varma Mutual Pension Insurance Co 0.19% Reduce -28.3% 202,712 $25.5M
USS Investment Management Ltd 0.18% Reduce -3.8% 202,126 $25.4M
AQR Capital Management 0.03% Reduce -25.2% 200,232 $25.2M
Ossiam 0.43% Reduce -82.1% 200,107 $25.2M
J.P. Marvel Investment Advisors, LLC 4.12% Reduce -0.6% 198,692 $25.0M
Connors Investor Services Inc. 2.33% Reduce -19.3% 197,844 $24.9M
LVM Capital Management Ltd. 2.65% Reduce -0.4% 196,009 $24.6M
Cibc World Markets Corp. 0.14% Reduce -18.9% 194,480 $24.5M
Utah Retirement Systems 0.27% Add +0.3% 192,568 $24.2M
B. Metzler seel. Sohn & Co. AG 0.25% Add +38.1% 192,029 $24.1M
Harvest Portfolios Group Inc. 0.80% Reduce -20.2% 191,723 $24.1M
Cetera Investment Advisers 0.05% Add +11.1% 191,487 $24.1M
Aptus Capital Advisors, LLC 0.28% Add +26.6% 190,347 $23.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Reduce -10.3% 189,333 $23.8M
O'shaughnessy Asset Management, LLC 0.20% Reduce -11.7% 188,215 $23.7M
Bridger Management, LLC 12.68% No change 187,714 $23.6M
UMB Bank, n.a. 0.37% Reduce -4.3% 187,301 $23.5M
Assetmark, Inc. 0.06% Reduce -24.6% 187,154 $23.5M
Sanctuary Advisors, LLC 0.15% Reduce -3.9% 165,374 $23.1M
New York Life Investment Management LLC 0.23% Reduce -0.3% 183,990 $23.1M
Edge Capital Group, LLC 1.03% Reduce -20.0% 183,748 $23.1M
Migdal Insurance & Financial Holdings Ltd. 0.33% Reduce -58.6% 183,590 $23.1M
Payden & Rygel 1.99% Add +39.5% 183,500 $23.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -10.3% 181,422 $22.8M
NorthCrest Asset Manangement, LLC 0.68% Reduce -0.3% 181,202 $22.8M
Curi Capital, LLC 0.52% Add +4.2% 180,333 $22.7M
Xponance LLC 0.21% Add +1.4% 179,420 $22.6M
Focus Partners Wealth 0.06% Add +137.0% 177,219 $22.3M
HUB Investment Partners, LLC 0.93% Add +1.9% 176,525 $22.2M
Osaic Holdings, Inc. 0.05% Add +25.7% 199,911 $21.9M
Copeland Capital Management, LLC 0.40% Reduce -13.6% 171,203 $21.5M
Mutual of America Capital Management LLC 0.23% Reduce -3.4% 171,202 $21.5M
Pathstone Holdings, LLC 0.10% Add +1.3% 170,995 $21.5M
Yousif Capital Management, LLC 0.24% Reduce -3.0% 170,795 $21.5M
Peapack Gladstone Financial Corp. 0.31% Reduce -1.6% 170,657 $21.5M
Capital International, Inc. 0.25% Add +24.9% 169,428 $21.3M
Police & Firemen's Retirement System of New Jersey 0.21% — 169,293 $21.3M
Grand Jean Capital Management Inc. 4.92% Reduce -0.5% 168,582 $21.2M
Madison Asset Management, LLC 0.24% Reduce -24.6% 166,706 $21.0M
Madison Investment Advisors, LLC 0.24% — 166,706 $21.0M
MAI Capital Management 0.16% Reduce -1.3% 165,784 $20.8M
Mercer Global Advisors Inc. 0.05% Reduce -8.9% 165,581 $20.8M
Daiwa Securities Group Inc. 0.09% Reduce -1.6% 164,459 $20.7M
Ethic Inc. 0.41% Add +35.8% 162,269 $20.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +10.9% 160,768 $20.2M
Pittenger & Anderson Inc. 0.73% Add +1.1% 159,667 $20.1M
Captrust Financial Advisors 0.06% Add +28.8% 158,299 $19.9M
Blair William & Co. 0.06% Reduce -1.2% 157,512 $19.8M
Generali Asset Management SPA SGR 0.50% — 157,088 $19.7M
DJE Kapital AG 0.46% — 157,593 $19.7M
Twin Tree Management, LP 0.48% Add +54.4% 156,579 $19.7M
Brown Advisory Inc. 0.02% Add +0.9% 156,277 $19.6M
Prudential PLC 0.10% Reduce -2.4% 155,937 $19.6M
Appleton Partners Inc. 1.42% Reduce -3.0% 153,040 $19.2M
Wesbanco Bank Inc. 0.65% Reduce -5.1% 152,289 $19.1M
GAMCO Investors 0.20% Reduce -6.7% 150,792 $19.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -26.8% 148,683 $18.8M
Fred Alger Management, LLC 0.09% Reduce -0.5% 149,333 $18.8M
Nissay Asset Management Corp. /Japan 0.11% Reduce -0.3% 147,993 $18.8M
Glenmede Trust Co. NA 0.10% Reduce -1.2% 149,129 $18.7M
Cambridge Investment Research Advisors, Inc. 0.06% Add +2.3% 148,230 $18.6M
Cwm, LLC 0.08% Add +6.5% 146,218 $18.4M
Telos Capital Management, Inc. 1.95% Reduce -4.9% 145,251 $18.3M
Jefferies Financial Group Inc. 0.21% Add +2231.5% 144,900 $18.2M
Bokf, NA 0.31% Reduce -1.7% 147,555 $18.2M
Magellan Asset Management Ltd 0.20% New 143,248 $18.0M
Boston Common Asset Management, LLC 0.52% Add +20.8% 142,387 $17.9M
State of Alaska, Department of Revenue 0.20% Reduce -6.1% 141,494 $17.8M
Ninety One UK Ltd 0.05% Reduce -8.5% 140,961 $17.7M
FineMark National Bank & Trust 0.62% Reduce -11.1% 140,734 $17.7M
Argent Trust Co 0.71% Reduce -0.3% 137,942 $17.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +38.0% 139,210 $17.3M
Kestra Private Wealth Services, LLC 0.29% Add +5.6% 136,084 $17.1M
Mediolanum International Funds Ltd 0.22% Add +24.9% 132,977 $16.7M
Pacer Advisors, Inc. 0.04% Add +42.6% 132,511 $16.7M
Vanguard Personalized Indexing Management, LLC 0.25% Add +6.2% 132,217 $16.6M
Nexus Investment Management ULC 1.66% Reduce -27.5% 132,027 $16.6M
HRT Financial LP 0.08% New 129,569 $16.3M
Quantinno Capital Management LP 0.16% Add +28.6% 128,549 $16.2M
Envestnet Portfolio Solutions, Inc. 0.05% Add +0.4% 126,809 $15.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.0% 126,458 $15.9M
Wealthfront Advisers LLC 0.05% Add +8.6% 123,236 $15.5M
Janney Capital Management LLC 1.01% Reduce -17.9% 121,007 $15.2M
GMO 0.05% Add +14.3% 120,905 $15.2M
Grassi Investment Management 1.30% No change 120,750 $15.2M
Scotia Capital Inc. 0.08% Add +26.8% 120,742 $15.2M
Vestor Capital, LLC 1.15% Reduce -0.6% 120,145 $15.1M
Optiver Holding B.V. 0.49% Reduce -68.6% 119,798 $15.1M
Oppenheimer & Co. Inc. 0.22% Reduce -3.3% 119,543 $15.0M
Allspring Global Investments Holdings, LLC 0.02% Add +6.6% 120,200 $15.0M
Two Sigma Investments, LP 0.04% Add +426.3% 118,947 $15.0M
Guggenheim Capital LLC 0.12% Add +2.8% 118,321 $14.9M
Pacific Heights Asset Management LLC 1.02% Add +148.7% 460,000 $14.9M
Nixon Peabody Trust Co. 1.22% Add +1.9% 117,884 $14.8M
Mizuho Securities USA LLC 0.27% Add +45.5% 117,571 $14.8M
Capital Analysts, LLC 0.58% Add +0.8% 115,355 $14.5M
Level Four Advisory Services, LLC 0.58% Add +3.7% 113,370 $14.3M
Lighthouse Investment Partners, LLC 0.55% New 112,096 $14.1M
Daiichi Life Insurance Co., Ltd. 0.39% Reduce -12.8% 111,747 $14.0M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -71.1% 111,334 $14.0M
Elo Mutual Pension Insurance Co 0.30% Reduce -4.4% 110,733 $13.9M
Avantax Advisory Services, Inc. 0.09% Add +2.1% 110,257 $13.9M
NewEdge Advisors, LLC 0.08% Add +1.7% 109,917 $13.8M
Oak Harvest Investment Services 1.89% Reduce -23.5% 107,830 $13.6M
Intech Investment Management LLC 0.13% Add +113.3% 107,170 $13.5M
Oregon Public Employees Retirement Fund 0.25% Reduce -0.2% 106,375 $13.4M
Atria Investments, Inc 0.16% Reduce -0.5% 105,295 $13.2M
Kestra Advisory Services, LLC 0.07% Reduce -4.5% 105,192 $13.2M
New Republic Capital, LLC 8.41% Add +0.1% 102,376 $12.9M
Federation des caisses Desjardins du Quebec 0.07% Add +44.7% 102,191 $12.8M
BTC Capital Management, Inc. 1.18% Reduce -5.3% 101,107 $12.7M
Achmea Investment Management B.V. 0.21% Reduce -6.9% 100,219 $12.6M
Greystone Financial Group, LLC 2.18% Reduce -11.8% 99,906 $12.6M
Stonegate Investment Group, LLC 0.33% Add +0.5% 99,413 $12.5M
Illinois Municipal Retirement Fund 0.18% Add +5.0% 99,229 $12.5M
Ieq Capital, LLC 0.12% Reduce -15.6% 98,811 $12.4M
Dupont Capital Management Corp. 1.16% No change 98,741 $12.4M
Fiduciary Alliance LLC 1.23% Add +4.0% 97,023 $12.2M
Calamos Wealth Management LLC 0.62% Add +18.3% 96,734 $12.2M
Lyell Wealth Management, LP 1.09% Add +1.2% 96,300 $12.1M
Gulf International Bank (UK) Ltd 0.30% Reduce -1.1% 95,216 $12.0M
Viking Fund Management LLC 1.86% Reduce -5.0% 95,000 $11.9M
Howe & Rusling Inc. 1.01% Reduce -2.6% 93,483 $11.8M
Avanza Fonder AB 0.35% — 93,472 $11.8M
Kintegral Advisory, LLC 1.10% Reduce -4.5% 92,611 $11.6M
F/m Investments LLC 0.43% Reduce -10.4% 92,073 $11.6M
American Assets Investment Management, LLC 0.94% No change 92,000 $11.6M
Cyndeo Wealth Partners, LLC 0.77% Add +0.3% 90,166 $11.3M
LBP Am SA 0.15% Add +273.8% 89,881 $11.3M
Earnest Partners LLC 0.05% Reduce -17.0% 89,741 $11.3M
Banque Pictet & Cie SA 0.11% Reduce -5.2% 89,559 $11.3M
Eagle Capital Management LLC 0.04% Reduce -1.4% 89,438 $11.2M
Cornerstone Advisors, LLC 0.45% No change 88,800 $11.2M
Orion Porfolio Solutions, LLC 0.11% Reduce -1.1% 88,497 $11.1M
Orion Portfolio Solutions, LLC 0.11% Reduce -1.1% 88,497 $11.1M
Lowe Brockenbrough & Co. Inc. 0.71% Reduce -0.9% 88,392 $11.1M
Allianz SE 0.29% Add +3.1% 87,997 $11.1M
Intact Investment Management Inc. 0.39% Reduce -19.9% 87,900 $11.1M
Kentucky Retirement Systems 0.32% Reduce -1.4% 85,607 $10.8M
Texas Capital Bank Wealth Management Services Inc 1.08% Reduce -1.5% 83,708 $10.5M
Townsquare Capital LLC 0.12% Add +10.9% 81,944 $10.3M
Tidal Investments LLC 0.08% Reduce -5.2% 81,017 $10.2M
Advocate Group LLC 1.91% Reduce -4.2% 80,816 $10.2M
LMCG Investments, LLC 0.62% Add +143.0% 80,790 $10.2M
McGuire Investment Group, LLC 1.45% Reduce -0.2% 80,017 $10.1M
Financial Counselors Inc. 0.15% Reduce -9.4% 79,988 $10.1M
Baxter Bros Inc. 1.31% Add +1.8% 79,849 $10.0M
MassMutual Private Wealth & Trust, FSB 0.28% Add +49.0% 79,624 $10.0M
CTC LLC 1.01% Add +128.2% 79,464 $10.0M
Avitas Wealth Management LLC 1.38% Add +0.7% 79,237 $10.0M
Tower Research Capital LLC (TRC) 0.20% Add +86.3% 78,806 $9.9M
German American Bancorp, Inc. 1.03% Add +1.5% 78,600 $9.9M
General Pension Society PZU Joint Stock Co 3.00% Reduce -20.0% 77,869 $9.8M
OMERS ADMINISTRATION Corp 0.09% Add +18.5% 77,441 $9.7M
NEOS Investment Management LLC 0.23% Add +31.6% 77,391 $9.7M
Empowered Funds, LLC 0.14% Add +17.1% 77,156 $9.7M
Socorro Asset Management LP 3.97% No change 77,029 $9.7M
Hartford Investment Management Co. 0.32% Reduce -2.1% 76,775 $9.7M
Westbourne Investment Advisors, Inc. 3.28% Reduce -0.9% 76,270 $9.6M
Flputnam Investment Management Co. 0.17% Add +3.5% 76,125 $9.6M
Lido Advisors, LLC 0.06% Add +9.0% 75,456 $9.5M
Woodline Partners LP 0.06% New 74,497 $9.4M
Hourglass Capital, LLC 2.58% Reduce -1.2% 74,452 $9.4M
Liontrust Investment Partners LLP 0.14% Add +5.8% 74,055 $9.3M
D.A. Davidson & Co. 0.08% Reduce -10.1% 73,969 $9.3M
Leuthold Group, LLC 1.12% Reduce -3.4% 73,963 $9.3M
Private Advisor Group, LLC 0.05% Reduce -1.5% 72,286 $9.1M
Greenwood Capital Associates LLC 1.18% Reduce -3.8% 72,103 $9.1M
Foundations Investment Advisors, LLC 0.17% Add +17.2% 71,945 $9.0M
Orbis Allan Gray Ltd 0.05% No change 71,672 $9.0M
Steward Partners Investment Advisory, LLC 0.08% Add +7.6% 71,365 $9.0M
Advisors Asset Management, Inc. 0.17% Reduce -12.9% 71,352 $9.0M
Cyrus J. Lawrence, LLC 1.72% Reduce -0.6% 70,698 $8.9M
Caisse de depot et placement du Quebec 0.02% No change 70,500 $8.9M
Integrated Advisors Network LLC 0.42% Reduce -10.2% 70,120 $8.8M
iA Global Asset Management Inc. 0.15% Add +2754.7% 69,940 $8.8M
Burns J W & Co. Inc. 1.12% Reduce -2.2% 69,537 $8.7M
DCM Advisors, LLC 4.09% Add +5.4% 69,523 $8.7M
Orange Investment Advisors, Inc. 0.99% Reduce -7.6% 69,237 $8.7M
Beacon Harbor Wealth Advisors, Inc. 1.98% Add +1.1% 67,786 $8.5M
Montag A & Associates Inc. 0.40% Reduce -0.8% 67,550 $8.5M
Hartline Investment Corp./ 0.97% Add +0.4% 67,466 $8.5M
Baugh & Associates, LLC 4.38% Reduce -0.2% 69,651 $8.4M
GLOBALT Investments LLC / GA 0.32% Reduce -1.4% 67,094 $8.4M
Thrivent Financial for Lutherans 0.02% Reduce -0.8% 66,361 $8.4M
Louisiana State Employees Retirement System 0.16% Reduce -4.8% 66,700 $8.4M
Securian Asset Management, Inc. 0.24% Reduce -3.2% 66,670 $8.4M
Tradewinds, LLC. 2.32% Add +5.4% 60,918 $8.3M
Hennessy Advisors Inc. 0.25% Reduce -5.0% 66,000 $8.3M
Albion Financial Group 0.56% Reduce -1.8% 65,279 $8.2M
Heritage Trust Co 0.96% — 64,784 $8.1M
Loomis Sayles & Co. L P 0.01% Add +18.4% 64,552 $8.1M
Amica Mutual Insurance Co. 0.83% Reduce -12.0% 64,280 $8.1M
NatWest Group plc 2.38% New 64,049 $8.1M
Iowa State Bank 1.66% Reduce -4.0% 63,572 $8.0M
Coldstream Capital Management Inc. 0.17% Add +3.8% 63,416 $8.0M
Verition Fund Management LLC 0.04% Add +686.8% 63,084 $7.9M
Voleon Capital Management LP 0.59% — 62,856 $7.9M
Maryland State Retirement & Pension System 0.17% Reduce -6.7% 62,448 $7.9M
Caisse Des Depots Et Consignations 0.38% — 62,199 $7.8M
Private Wealth Partners, LLC 0.60% Reduce -0.7% 61,971 $7.8M
Nomura Holdings Inc. 0.04% Reduce -40.8% 61,726 $7.8M
White Pine Investment CO 2.08% Reduce -4.2% 61,270 $7.7M
Oliver Luxxe Assets LLC 1.39% No change 73,783 $7.7M
Calydon Capital 1.51% Add +0.1% 61,131 $7.7M
Spectrum Wealth Counsel, LLC 0.90% Add +0.4% 61,080 $7.7M
Cinctive Capital Management LP 0.41% New 60,632 $7.6M
Sequoia Financial Advisors, LLC 0.07% Add +3.8% 60,148 $7.6M
&partners 0.09% Add +25.4% 59,434 $7.5M
New Mexico Educational Retirement Board 0.25% Reduce -2.9% 59,410 $7.5M
Cunning Capital Partners, LP 4.44% No change 58,878 $7.4M
Becker Capital Management Inc. 0.24% Reduce -0.1% 58,621 $7.4M
AustralianSuper Pty Ltd 0.03% Add +16.6% 57,847 $7.3M
Assenagon Asset Management S.A. 0.01% Reduce -7.8% 57,426 $7.2M
Synovus Financial Corp. 0.09% Reduce -4.8% 56,909 $7.2M
Worldquant Millennium Advisors LLC 0.05% Reduce -47.3% 56,653 $7.1M
Norinchukin Bank, The 0.15% Add +9.2% 56,272 $7.1M
ING Groep NV 0.05% Add +77.5% 56,065 $7.0M
E. Ohman J:or Asset Management AB 0.16% Add +15.5% 55,806 $7.0M
Geller Advisors LLC 0.46% Reduce -0.2% 55,388 $7.0M
PGGM Investments 0.09% Add +118.4% 55,026 $6.9M
Citizens Financial Group Inc. 0.13% Add +21.9% 55,020 $6.9M
Core Alternative Capital 1.44% Reduce -22.3% 54,722 $6.9M
Thompson Siegel & Walmsley LLC 0.11% Add +0.4% 54,633 $6.9M
Marvin & Palmer Associates Inc. 5.22% New 54,377 $6.8M
Essential Planning, LLC. 0.04% New 55,120 $6.8M
Huntington National Bank 0.06% Reduce -2.6% 53,698 $6.8M
Vinva Investment Management Ltd 0.26% Add +5.6% 53,469 $6.7M
Aureus Asset Management, LLC 0.43% Reduce -6.5% 53,417 $6.7M
Crestline Management, L.P. 0.23% Add +2670.7% 53,364 $6.7M
Metis Global Partners, LLC 0.20% Add +2.2% 53,351 $6.7M
Xcel Wealth Management, LLC 1.86% Reduce -8.8% 53,005 $6.7M
Ballentine Partners, LLC 0.11% Add +4.1% 52,849 $6.6M
Parallel Advisors, LLC 0.15% Add +0.7% 52,677 $6.6M
Lorne Steinberg Wealth Management Inc. 1.92% Add +0.4% 52,543 $6.6M
HighPoint Advisor Group LLC 0.36% Add +0.6% 48,422 $6.6M
Abn Amro Investment Solutions 0.12% Add +27.8% 51,997 $6.5M
Old Second National Bank of Aurora 1.48% Reduce -2.5% 51,945 $6.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -33.6% 51,873 $6.5M
Consolidated Investment Group LLC 0.91% No change 51,600 $6.5M
Trifecta Capital Advisors, LLC 1.27% Reduce -1.1% 51,109 $6.4M
Canada Post Corp Registered Pension Plan 0.38% — 51,001 $6.4M
Perigon Wealth Management, LLC 0.16% Add +70.5% 46,862 $6.4M
First Hawaiian Bank 0.20% Reduce -11.0% 49,518 $6.2M
Simon Quick Advisors, LLC 0.37% Add +1.6% 49,247 $6.2M
First Manhattan Co. Llc. 0.02% Add +3.7% 49,144 $6.2M
Summit Financial, LLC 0.22% Reduce -0.7% 49,065 $6.2M
HB Wealth Management, LLC 0.06% Reduce -3.8% 48,829 $6.1M
Elk River Wealth Management LLC 1.10% Reduce -1.2% 48,540 $6.1M
Atria Wealth Solutions, Inc. 0.07% Add +5.0% 48,383 $6.1M
Jupiter Wealth Management LLC 3.04% Add +5.0% 48,226 $6.1M
Joel Isaacson & Co., LLC 0.27% Add +0.5% 48,030 $6.0M
Caprock Group, LLC 0.20% New 47,921 $6.0M
Glenview Trust Co 0.11% Reduce -0.2% 47,793 $6.0M
Castleark Management LLC 0.20% Reduce -43.9% 45,900 $5.8M
Bradyco, Inc. 3.52% — 45,328 $5.7M
Jupiter Asset Management Ltd. 0.06% New 45,228 $5.7M
Pinnacle Wealth Management Advisory Group, LLC 0.53% Reduce -0.1% 45,223 $5.7M
First National Trust Co 0.21% Add +29.1% 45,147 $5.7M
Trajan Wealth LLC 0.31% Reduce -7.5% 45,089 $5.7M
Ameritas Investment Partners, Inc. 0.18% Reduce -2.9% 45,036 $5.7M
Tiaa Trust, National Association 0.02% Reduce -4.2% 44,992 $5.7M
Linscomb Wealth, Inc. 0.28% Add +0.6% 44,742 $5.6M
Capital International Sarl 0.13% Add +8.9% 44,616 $5.6M
Empirical Finance, LLC 0.32% Reduce -1.5% 44,285 $5.6M
Choreo, LLC 0.08% Reduce -64.0% 44,105 $5.5M
SkyOak Wealth, LLC 1.18% Reduce -1.9% 43,750 $5.5M
Independent Advisor Alliance 0.07% Add +19.5% 43,286 $5.4M
Tudor Investment Corporation 0.06% Reduce -71.8% 42,817 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.40% Add +12.7% 42,411 $5.3M
First National Bank of Omaha 0.35% Reduce -3.7% 42,398 $5.3M
Highland Capital Management, LLC 0.30% Add +12.1% 42,364 $5.3M
Hilltop Holdings Inc. 0.34% Add +5.3% 42,288 $5.3M
Plato Investment Management Ltd 0.39% Add +11.8% 41,911 $5.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.63% Reduce -7.5% 41,497 $5.2M
Global Wealth Management Investment Advisory, Inc. 1.07% Reduce -3.0% 41,263 $5.2M
Cresset Asset Management, LLC 0.02% Reduce -64.6% 41,048 $5.2M
Occidental Asset Management, LLC 0.80% Add +3.3% 40,671 $5.1M
Geneos Wealth Management Inc. 0.18% Add +2.2% 40,355 $5.1M
Sterling Capital Management LLC 0.07% Reduce -14.5% 40,273 $5.1M
Roanoke Asset Management Corp./ NY 1.64% Reduce -2.0% 40,068 $5.0M
Alpha DNA Investment Management LLC 2.74% Add +112.0% 39,921 $5.0M
United Capital Financial Advisors, LLC 0.04% Add +0.8% 39,790 $5.0M
Jones Financial Companies LLLP 0.00% Add +52.7% 39,739 $5.0M
Cypress Financial Planning LLC 1.82% Add +0.0% 39,448 $5.0M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -0.2% 39,386 $5.0M
Laurion Capital Management LP 0.32% New 39,314 $4.9M
Mirabaud & Cie SA 1.59% New 39,247 $4.9M
Cullinan Associates Inc. 0.32% Reduce -13.8% 39,193 $4.9M
Wolverine Asset Management LLC 0.37% New 39,021 $4.9M
Stock Yards Bank & Trust Co. 0.17% Reduce -3.8% 38,993 $4.9M
Hodges Capital Management Inc. 0.29% Reduce -13.5% 38,380 $4.8M
Torray Investment Partners LLC 0.69% Reduce -21.1% 38,238 $4.8M
Mayflower Financial Advisors, LLC 0.72% Reduce -2.1% 38,226 $4.8M
Frank, Rimerman Advisors LLC 0.35% Add +0.7% 38,031 $4.8M
Logan Capital Management Inc. 0.20% Reduce -0.8% 37,991 $4.8M
Zions Bancorporation, N.A. 0.30% Reduce -9.9% 37,728 $4.7M
Westpac Banking Corp. 0.31% Add +103.6% 37,709 $4.7M
Adell Harriman & Carpenter Inc. 0.33% Reduce -2.6% 37,554 $4.7M
City Holding Co. 0.67% Reduce -0.5% 37,414 $4.7M
Savant Capital, LLC 0.04% Reduce -0.6% 37,404 $4.7M
Brentview Investment Management LLC 2.65% — 37,154 $4.7M
Financial Advisory Partners, LLC 1.54% Reduce -0.6% 36,964 $4.6M
S&co Inc. 0.31% No change 36,747 $4.6M
V-Square Quantitative Management LLC 0.65% Add +10.4% 36,714 $4.6M
First National Advisers, LLC 0.74% Add +4.5% 36,489 $4.6M
Raiffeisen Bank International AG 0.07% — 36,271 $4.6M
Integrated Wealth Concepts LLC 0.05% Add +3.1% 36,221 $4.6M
Patten & Patten Inc. 0.30% Reduce -1.9% 36,174 $4.5M
Sandy Cove Advisors, LLC 1.78% Add +0.4% 35,973 $4.5M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +6.8% 35,921 $4.5M
Allstate Corp. 0.13% New 35,918 $4.5M
Pamalican Asset Management Ltd 1.99% — 35,900 $4.5M
Ceeto Capital Group, LLC 1.66% Reduce -4.0% 35,855 $4.5M
Alley Investment Management Company, LLC 0.57% Reduce -0.9% 35,706 $4.5M
Longbow Finance SA 0.49% New 35,662 $4.5M
Braun Stacey Associates Inc. 0.17% Reduce -4.5% 35,419 $4.5M
Surience Private Wealth LLC 5.74% New 35,362 $4.4M
Prime Capital Investment Advisors, LLC 0.06% Add +23.8% 35,271 $4.4M
Dana Investment Advisors, Inc. 0.15% Add +1.9% 35,268 $4.4M
RNC Capital Management LLC 0.24% Reduce -4.8% 35,196 $4.4M
Lake Street Advisors Group, LLC 0.20% Add +52.4% 35,185 $4.4M
Carret Asset Management, LLC 0.48% Reduce -1.5% 35,039 $4.4M
Capital Investment Counsel, LLC 0.73% New 34,833 $4.4M
Shorepoint Capital Partners LLC 1.00% Reduce -2.3% 34,707 $4.4M
Diversified Trust Co. 0.11% Add +31.9% 34,656 $4.4M
Apollon Wealth Management, LLC 0.10% Add +8.4% 34,329 $4.3M
Compagnie Lombard Odier SCmA 0.06% Reduce -0.3% 33,750 $4.2M
SevenBridge Financial Group, LLC 0.80% Add +5.7% 30,760 $4.2M
Clearstead Advisors, LLC 0.06% Add +2.5% 33,367 $4.2M
KMG Fiduciary Partners, LLC 0.34% Reduce -4.6% 33,142 $4.2M
Community Trust & Investment Co. 0.26% Add +2.2% 33,138 $4.2M
Axxcess Wealth Management, LLC 0.10% Reduce -4.6% 32,905 $4.1M
Greenleaf Trust 0.04% Add +3.2% 32,885 $4.1M
Union Heritage Capital, LLC 1.52% No change 32,814 $4.1M
Sculati Wealth Management, LLC 1.63% Reduce -3.1% 32,774 $4.1M
StoneX Group Inc. 0.23% Add +22.8% 32,759 $4.1M
Dynamic Advisor Solutions LLC 0.18% Add +119.6% 32,615 $4.1M
Pinnacle Wealth Management Group, Inc. 2.54% Add +0.4% 32,412 $4.1M
Praxis Investment Management Inc. 0.26% Reduce -10.0% 32,291 $4.1M
Brasada Capital Management, LP 0.72% Add +5.8% 32,605 $4.0M
SG Americas Securities, LLC 0.02% Add +92.4% 32,145 $4.0M
Hamilton Capital Partners Inc. 0.30% Add +20.5% 31,840 $4.0M
First Citizens Bank & Trust Co. 0.07% Reduce -4.0% 31,655 $4.0M
Trek Financial, LLC 0.30% New 31,643 $4.0M
Union Bancaire Privee, UBP SA 0.07% — 33,860 $4.0M
Moody National Bank Trust Division 0.41% Reduce -7.3% 31,538 $4.0M
Entropy Technologies, LP 0.41% New 31,516 $4.0M
Fidelis Capital Partners, LLC 0.39% Add +5.9% 28,744 $3.9M
CENTRAL TRUST Co 0.10% Add +5.8% 31,206 $3.9M
Hoey Investments, Inc. 0.66% Add +57.4% 30,961 $3.9M
Ashton Thomas Private Wealth, LLC 0.15% Add +26.3% 30,869 $3.9M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -3.5% 30,851 $3.9M
Advisory Services Network, LLC 0.07% Add +0.4% 30,820 $3.9M
Vise Technologies, Inc. 0.32% Add +44.9% 30,740 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +44.4% 30,511 $3.8M
Fulton Bank, N.A. 0.15% Reduce -5.1% 30,420 $3.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.39% — 30,400 $3.8M
Allworth Financial LP 0.02% Add +60.0% 28,038 $3.8M
Wealthspire Advisors, LLC 0.04% Reduce -9.5% 30,308 $3.8M
Gifford Fong Associates 0.93% No change 30,000 $3.8M
Inspire Trust Co, N.A. 0.96% Reduce -15.0% 30,000 $3.8M
Stephens Inc. 0.05% Reduce -6.4% 29,822 $3.7M
Sigma Planning Corp 0.12% Reduce -10.4% 29,812 $3.7M
Van Eck Associates Corp. 0.00% Add +1343.0% 29,813 $3.7M
Canandaigua National Bank & Trust Co. 0.37% Reduce -7.1% 29,486 $3.7M
Clough Capital Partners L P 0.42% Add +58.8% 29,450 $3.7M
Salem Investment Counselors Inc. 0.12% Reduce -0.3% 29,317 $3.7M
Gotham Asset Management 0.03% Add +2.5% 29,315 $3.7M
Haverford Trust Co 0.04% Reduce -2.3% 29,304 $3.7M
Park Avenue Securities LLC 0.04% Add +22.4% 29,300 $3.7M
Ritholtz Wealth Management 0.11% Add +3.5% 29,253 $3.7M
Northwest Bancshares, Inc. 0.68% Add +107.5% 29,253 $3.7M
Vaughan Nelson Investment Management, L.P. 0.03% No change 29,040 $3.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -32.0% 28,992 $3.6M
Susquehanna Fundamental Investments, LLC 0.06% — 28,800 $3.6M
HCR Wealth Advisors 0.45% Add +11.5% 28,784 $3.6M
Arrow Financial Corp 0.34% Reduce -0.1% 28,729 $3.6M
Brooklyn Investment Group 1.07% Reduce -0.3% 28,637 $3.6M
True North Advisors, LLC 0.85% Add +1025.8% 28,595 $3.6M
United Services Automobile Association 0.12% Reduce -3.8% 28,503 $3.6M
Bleakley Financial Group, LLC 0.11% Add +3.3% 28,453 $3.6M
IMC-Chicago, LLC 0.10% New 28,450 $3.6M
Harbor Capital Advisors, Inc. 0.15% Add +2.8% 28,075 $3.5M
Capital International Ltd. 0.14% Add +3.4% 27,981 $3.5M
TD Private Client Wealth LLC 0.10% Reduce -18.6% 27,959 $3.5M
Bayesian Capital Management, LP 0.43% New 27,800 $3.5M
Meyer Handelman Co. 0.12% No change 27,798 $3.5M
Equitable Holdings, Inc. 0.03% Add +4.0% 27,764 $3.5M
K.J. Harrison & Partners Inc 0.55% Reduce -6.1% 27,900 $3.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.11% Add +1182.0% 27,626 $3.5M
Stenger Family Office, LLC 1.18% — 27,596 $3.5M
Americana Partners, LLC 0.14% Add +1.3% 27,446 $3.5M
CW Advisors, LLC 0.05% Reduce -13.5% 27,361 $3.4M
Glass Wealth Management Co LLC 1.87% Add +6.1% 27,348 $3.4M
Catherine Avery Investment Management LLC 2.97% — 26,725 $3.4M
Galaxy Digital Capital Management GP LLC 2.45% — 26,677 $3.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 24,497 $3.3M
Bouvel Investment Partners, LLC 1.21% Add +2.6% 26,611 $3.3M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -11.5% 26,607 $3.3M
Brevan Howard Capital Management LP 0.08% Reduce -46.7% 26,580 $3.3M
Principal Securities, Inc. 0.07% Add +18.6% 26,328 $3.3M
Dimension Capital Management LLC 0.54% No change 26,270 $3.3M
Next Level Private LLC 1.33% Reduce -0.2% 26,248 $3.3M
Culbertson A N & Co. Inc. 0.52% Reduce -2.0% 26,039 $3.3M
Mattson Financial Services, LLC 1.04% Reduce -7.6% 31,280 $3.3M
Cary Street Partners Financial LLC 0.11% — 25,829 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -9.4% 25,808 $3.2M
Stratos Wealth Partners, LTD. 0.05% Reduce -7.9% 25,675 $3.2M
Lipe & Dalton 1.71% Reduce -4.0% 25,662 $3.2M
Benjamin Edwards Inc. 0.05% Add +12.2% 25,658 $3.2M
Callan Family Office, LLC 0.20% New 25,420 $3.2M
MainStreet Investment Advisors LLC 0.45% Reduce -3.5% 25,355 $3.2M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -3.5% 25,345 $3.2M
Palisade Asset Management, LLC 0.32% Reduce -1.5% 25,339 $3.2M
Transcend Capital Advisors, LLC 0.23% Reduce -1.5% 25,246 $3.2M
Franklin Street Advisors Inc. 0.21% No change 25,000 $3.1M
Hunter Associates Investment Management LLC 0.48% Reduce -0.7% 24,944 $3.1M
Texas Yale Capital Corp. 0.13% Add +0.2% 24,920 $3.1M
Burney Co./ 0.11% Reduce -8.7% 24,716 $3.1M
Signaturefd, LLC 0.06% Add +2.8% 24,692 $3.1M
Stolper Co 1.03% Reduce -0.0% 24,523 $3.1M
EP Wealth Advisors, LLC 0.03% Add +10.7% 24,497 $3.1M
Horizon Investments, LLC 0.09% Add +2.1% 24,629 $3.1M
Morangie Management LLC 2.50% — 24,462 $3.1M
Trust Co. of Toledo NA 0.40% Add +4.2% 24,459 $3.1M
Northeast Investment Management 0.14% Reduce -0.6% 24,431 $3.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -26.4% 24,400 $3.1M
Sciencast Management LP 0.83% New 24,228 $3.0M
Griffin Asset Management, Inc. 0.35% Add +2.9% 24,018 $3.0M
Meeder Advisory Services, Inc. 0.19% Add +1.2% 23,856 $3.0M
Vident Advisory, LLC 0.05% Add +10.3% 23,697 $3.0M
Hurley Capital, LLC 2.38% — 23,456 $3.0M
Commerzbank Aktiengesellschaft 0.07% Reduce -19.2% 23,485 $3.0M
FAS Wealth Partners, Inc. 0.25% Add +3.5% 23,246 $2.9M
Paradigm Asset Management Co. LLC 0.80% Reduce -8.7% 23,200 $2.9M
KCM Investment Advisors LLC 0.10% Reduce -9.1% 23,159 $2.9M
Quadrature Capital Ltd 0.06% New 22,794 $2.9M
Pitcairn Co. 0.17% Reduce -1.7% 22,779 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.11% Reduce -2.9% 22,769 $2.9M
Fifth Third Wealth Advisors LLC 0.15% Add +2.5% 22,731 $2.9M
HTLF Bank 0.32% Reduce -5.8% 22,728 $2.9M
Capital Asset Advisory Services LLC 0.14% Add +0.5% 22,599 $2.8M
YHB Investment Advisors, Inc. 0.23% Add +10.2% 22,608 $2.8M
Community Bank, N.A. 0.36% Reduce -7.9% 22,593 $2.8M
Group One Trading LLC 0.10% Reduce -39.5% 22,535 $2.8M
Alberta Investment Management Corp 0.02% New 22,500 $2.8M
Leavell Investment Management, Inc. 0.14% Add +0.5% 22,479 $2.8M
Vestcor Inc 0.09% Reduce -6.5% 22,467 $2.8M
Alaethes Wealth, LLC 1.01% Reduce -0.3% 22,466 $2.8M
D L Carlson Investment Group Inc. 0.50% Reduce -1.4% 22,451 $2.8M
Sumitomo Life Insurance Co. 0.05% Add +34.7% 22,416 $2.8M
Venture Visionary Partners LLC 0.12% Reduce -3.0% 22,255 $2.8M
Mgo One Seven LLC 0.11% Add +37.8% 22,224 $2.8M
GAMMA Investing LLC 0.24% Add +9.1% 22,152 $2.8M
Cohen Klingenstein LLC 0.09% No change 21,800 $2.7M
Capital Investment Advisors, LLC 0.06% Add +3.3% 21,738 $2.7M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -1.9% 21,711 $2.7M
Richard P Slaughter Associates Inc 0.61% Reduce -4.0% 21,671 $2.7M
PFG Investments, LLC 0.17% Reduce -3.1% 21,657 $2.7M
William B. Walkup & Associates, Inc. 1.72% Reduce -0.9% 21,632 $2.7M
Cacti Asset Management LLC 0.20% Reduce -2.3% 21,500 $2.7M
TCTC Holdings, LLC 0.10% Add +2.6% 21,410 $2.7M
SteelPeak Wealth, LLC 0.11% Reduce -62.8% 21,345 $2.7M
Regions Financial Corp. 0.02% Add +1.1% 21,210 $2.7M
Caldwell Trust Co 0.28% Reduce -3.9% 21,048 $2.6M
Forum Financial Management, LP 0.04% Add +9.7% 21,017 $2.6M
Infrastructure Capital Advisors, LLC 0.45% New 21,001 $2.6M
Regal Investment Advisors LLC 0.20% Add +165.5% 20,995 $2.6M
Leonteq Securities AG 0.26% Reduce -12.9% 20,967 $2.6M
Smith Salley Wealth Management 0.17% Add +1.1% 20,939 $2.6M
Am Investment Strategies LLC 0.64% Add +0.6% 20,818 $2.6M
Baldwin Investment Management, LLC 0.34% Reduce -6.9% 20,803 $2.6M
Werlinich Asset Management, LLC 1.52% No change 20,770 $2.6M
Asio Capital, LLC 0.49% Reduce -2.3% 20,667 $2.6M
IFG Advisory, LLC 0.15% Reduce -0.3% 20,613 $2.6M
Gries Financial LLC 0.46% Reduce -1.3% 20,493 $2.6M
Comprehensive Financial Consultants Institutional, Inc. 0.94% Add +83.5% 20,470 $2.6M
Trilogy Capital Inc. 0.13% Add +367.7% 20,452 $2.6M
Sowell Financial Services LLC 0.13% Reduce -9.9% 20,110 $2.5M
Sandler Capital Management 0.41% New 19,954 $2.5M
Chatham Capital Group, Inc. 0.41% Add +3.4% 19,871 $2.5M
Wolff Wiese Magana LLC 1.64% Reduce -16.9% 19,693 $2.5M
Koshinski Asset Management, Inc. 0.21% Add +9.6% 19,581 $2.5M
Harvest Investment Advisors, LLC 1.70% Reduce -2.1% 19,559 $2.5M
Brown Brothers Harriman & Co. 0.02% Add +4.4% 19,529 $2.5M
Triglav Investments, D.O.O. 0.19% — 19,512 $2.5M
Freedom Day Solutions, LLC 0.73% Reduce -5.9% 19,320 $2.4M
LGT Group Foundation 0.04% Reduce -3.0% 19,123 $2.4M
NorthRock Partners, LLC 0.08% Reduce -13.3% 19,026 $2.4M
Hudson Canyon Capital Management 1.56% No change 18,979 $2.4M
Stratos Investment Management, LLC 0.14% Reduce -4.8% 18,960 $2.4M
BOK Financial Private Wealth, Inc. 0.17% Reduce -9.9% 18,851 $2.4M
Capital Investment Counsel, Inc 0.36% Reduce -3.6% 18,808 $2.4M
Acropolis Investment Management, LLC 0.14% Reduce -0.5% 18,635 $2.3M
Granite Group Advisors, LLC 1.49% Reduce -12.0% 18,628 $2.3M
McKinley Carter Wealth Services, Inc. 0.14% Reduce -1.6% 18,578 $2.3M
SouthState Bank Corp 0.15% Add +1.7% 18,354 $2.3M
Insight Inv LLC 1.60% Add +7.3% 18,290 $2.3M
Profund Advisors LLC 0.08% Reduce -11.5% 18,193 $2.3M
Abbot Financial Management, Inc. 1.13% No change 18,100 $2.3M
Strategic Advisors LLC 0.41% Add +10.3% 18,074 $2.3M
CreativeOne Wealth, LLC 0.07% Add +8.7% 18,027 $2.3M
Hall Laurie J Trustee 0.74% No change 18,000 $2.3M
NewEdge Wealth, LLC 0.04% Add +22.9% 17,947 $2.3M
Meridian Wealth Management, LLC 0.11% Add +35.1% 17,777 $2.2M
Covenant Asset Management, LLC 0.49% Reduce -8.4% 17,688 $2.2M
Arcus Capital Partners, LLC 0.70% No change 23,538 $2.2M
JPL Wealth Management, LLC 0.63% — 17,603 $2.2M
King Luther Capital Management Corp. 0.01% Reduce -3.5% 17,599 $2.2M
Whittier Trust Co. 0.03% Add +2.5% 17,579 $2.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +18.8% 17,563 $2.2M
River Street Advisors LLC 1.12% Add +2.0% 17,394 $2.2M
Beverly Hills Private Wealth, LLC 0.44% Reduce -26.5% 17,374 $2.2M
Verdence Capital Advisors LLC 0.18% Reduce -15.0% 17,330 $2.2M
Systematic Alpha Investments, LLC 0.08% No change 17,326 $2.2M
World Investment Advisors 0.06% Add +15.0% 17,319 $2.2M
Institute for Wealth Management, LLC. 0.27% Reduce -1.0% 17,278 $2.2M
Bradley Foster & Sargent Inc. 0.04% Add +0.8% 17,173 $2.2M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.9% 17,118 $2.2M
Oak Asset Management, LLC 0.80% No change 17,118 $2.2M
Ashburton (Jersey) Ltd 0.94% Reduce -5.1% 17,005 $2.1M
International Assets Investment Management, LLC 0.18% New 713,976 $2.1M
IFC Advisors LLC 0.47% — 16,986 $2.1M
Composition Wealth, LLC 0.04% Add +117.2% 16,968 $2.1M
Ironwood Investment Counsel, LLC 0.36% Add +2.4% 16,763 $2.1M
Intrust Bank NA 0.21% Add +5.0% 16,748 $2.1M
Valeo Financial Advisors, LLC 0.06% Add +0.4% 16,736 $2.1M
Snowden Capital Advisors LLC 0.07% Reduce -3.9% 16,725 $2.1M
Capital Markets Trading UK LLP 1.24% Add +13.6% 16,696 $2.1M
Walleye Capital LLC 0.02% Reduce -87.5% 16,667 $2.1M
Altman Advisors, Inc. 0.89% Reduce -0.3% 16,530 $2.1M
Checchi Capital Advisers, LLC 0.15% Reduce -3.6% 16,459 $2.1M
Vanguard Capital Wealth Advisors 2.25% Add +32.6% 16,361 $2.1M
SVB Wealth LLC 0.04% New 16,333 $2.1M
Howland Capital Management LLC 0.09% Reduce -0.1% 16,298 $2.0M
Coastline Trust Co 0.24% Reduce -5.3% 16,274 $2.0M
Matrix Trust Co 0.35% New 16,228 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +0.9% 16,186 $2.0M
A. D. Beadell Investment Counsel, Inc. 1.65% Reduce -5.7% 16,171 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Add +1.2% 16,117 $2.0M
Two Sigma Advisers, LP 0.00% New 16,100 $2.0M
Cherokee Insurance Co 0.91% — 16,000 $2.0M
Charter Oak Capital Management, LLC 0.19% Add +12.5% 15,993 $2.0M
Aspen Grove Capital, LLC 0.43% Reduce -39.7% 15,952 $2.0M
Decatur Capital Management, Inc. 0.91% Reduce -1.5% 15,949 $2.0M
1ST Source Bank 0.11% Add +0.5% 15,925 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -13.1% 15,869 $2.0M
Brown Financial Advisors 0.79% Reduce -7.8% 15,622 $2.0M
Waterfront Wealth Inc. 0.47% Add +1.4% 15,495 $1.9M
Somerset Trust Co 0.73% Add +3.4% 15,422 $1.9M
Trust Investment Advisors 1.23% Reduce -6.9% 15,377 $1.9M
White Pine Capital LLC 0.65% Reduce -0.0% 15,355 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -6.2% 15,329 $1.9M
Trust Asset Management LLC 0.15% No change 15,287 $1.9M
Northcape Wealth Management, LLC 0.62% Reduce -0.3% 15,256 $1.9M
Compound Planning, Inc. 0.10% Add +18.1% 15,220 $1.9M
New England Research & Management, Inc. 0.97% Reduce -10.1% 15,200 $1.9M
Altrafin AG 0.66% Reduce -3.7% 15,200 $1.9M
Krilogy Financial LLC 0.13% Add +8.8% 15,170 $1.9M
OmniStar Financial Group, Inc. 1.53% Add +1.0% 15,113 $1.9M
Mystic Asset Management, Inc. 0.51% Reduce -2.6% 15,064 $1.9M
Prudent Man Advisors, LLC 0.69% Reduce -21.7% 15,019 $1.9M
AlTi Global, Inc. 0.05% Add +14.9% 13,739 $1.9M
Chesapeake Wealth Management 0.65% Reduce -1.1% 15,001 $1.9M
Dempze Nancy E 1.09% No change 15,000 $1.9M
Blue Trust, Inc. 0.02% Reduce -1.1% 14,972 $1.9M
Global Retirement Partners, LLC 0.05% Add +5.2% 14,844 $1.9M
AMG National Trust Bank 0.05% Add +3.8% 14,808 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -14.2% 14,706 $1.8M
Aft, Forsyth & Sober, LLC 0.60% No change 14,700 $1.8M
Courier Capital LLC 0.13% Add +0.3% 14,663 $1.8M
Wilkins Investment Counsel Inc. 0.27% Reduce -0.7% 14,614 $1.8M
Nvwm, LLC 0.46% Reduce -2.9% 14,591 $1.8M
Procyon Advisors, LLC 0.12% Reduce -1.0% 14,538 $1.8M
Congress Asset Management Co. 0.01% New 14,533 $1.8M
Dynasty Wealth Management, LLC 0.03% Reduce -31.4% 14,519 $1.8M
Capital Investment Advisory Services, LLC 0.18% Add +2.5% 14,472 $1.8M
Great Diamond Partners, LLC 0.46% Reduce -0.7% 14,236 $1.8M
Diligent Investors, LLC 0.41% Add +0.1% 14,160 $1.8M
Merit Financial Group, LLC 0.03% Add +78.0% 14,158 $1.8M
Quadrant Capital Group LLC 0.12% Add +6.0% 14,145 $1.8M
Norden Group LLC 0.20% Reduce -0.8% 14,133 $1.8M
Foster & Motley Inc. 0.12% Reduce -7.0% 14,080 $1.8M
Tocqueville Asset Management L.P. 0.03% Reduce -0.7% 14,045 $1.8M
NBT Bank, N.A. 0.12% Reduce -8.3% 14,024 $1.8M
Qtron Investments LLC 0.25% Reduce -4.3% 13,955 $1.8M
AE Wealth Management LLC 0.01% Add +2.5% 13,910 $1.7M
Parkside Financial Bank & Trust 0.23% Add +2.5% 13,906 $1.7M
Central Pacific Bank - Trust Division 0.24% Reduce -3.9% 13,858 $1.7M
Schechter Investment Advisors, LLC 0.13% Reduce -11.2% 13,829 $1.7M
Schear Investment Advisers, LLC 0.92% Add +28.0% 13,809 $1.7M
Garner Asset Management Corp 0.79% Reduce -1.4% 13,744 $1.7M
Greenwich Wealth Management LLC 0.12% Add +8.2% 13,703 $1.7M
Ascentis Independent Advisors 0.33% Reduce -24.4% 13,676 $1.7M
TLWM 0.34% Add +4.5% 13,615 $1.7M
Penobscot Investment Management Company, Inc. 0.16% No change 13,614 $1.7M
Jump Financial, LLC 0.04% Add +129.2% 13,598 $1.7M
Aventura Private Wealth, LLC 0.92% — 13,588 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -40.0% 13,550 $1.7M
Columbia Bank 0.59% Add +4.8% 13,659 $1.7M
Systematic Financial Management LP 0.04% No change 13,500 $1.7M
LS Investment Advisors, LLC 0.25% Reduce -0.4% 13,470 $1.7M
Trust Co. of Vermont 0.08% Reduce -1.3% 13,400 $1.7M
Insigneo Advisory Services, LLC 0.17% Reduce -40.8% 13,350 $1.7M
Avestar Capital, LLC 0.15% Add +0.6% 13,290 $1.7M
Mirabella Financial Services LLP 0.16% New 13,265 $1.7M
EverSource Wealth Advisors, LLC 0.09% Add +10.6% 13,160 $1.7M
Compton Wealth Advisory Group, LLC 0.42% Add +6.9% 13,093 $1.6M
Sagespring Wealth Partners, LLC 0.04% — 13,045 $1.6M
Magnus Financial Group LLC 0.16% Add +13.4% 12,971 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +5.6% 12,830 $1.6M
Brighton Jones LLC 0.05% Add +10.2% 12,782 $1.6M
Excalibur Management Corp. 0.64% Reduce -8.4% 12,766 $1.6M
Clarius Group, LLC 0.11% Add +0.1% 12,750 $1.6M
J.W. Cole Advisors, Inc. 0.06% Reduce -5.6% 12,749 $1.6M
Evelyn Partners Investment Management LLP 0.05% — 12,720 $1.6M
Panagora Asset Management Inc. 0.01% Reduce -0.0% 12,707 $1.6M
Radnor Capital Management, LLC 0.27% No change 12,629 $1.6M
Central Asset Investments & Management Holdings (HK) Ltd 1.03% New 12,621 $1.6M
Supplemental Annuity Collective Trust of NJ 0.47% No change 12,600 $1.6M
First Bank & Trust 0.30% Add +410.9% 12,589 $1.6M
Concord Wealth Partners 0.26% Reduce -12.4% 12,574 $1.6M
Interchange Capital Partners, LLC 0.57% Reduce -6.2% 12,557 $1.6M
Berkshire Asset Management LLC 0.07% Reduce -2.9% 11,453 $1.6M
Convergence Investment Partners, LLC 0.35% Add +3.4% 12,524 $1.6M
Evoke Wealth, LLC 0.04% Reduce -2.1% 12,488 $1.6M
Mosley Wealth Management 0.97% Add +113.8% 11,291 $1.6M
AIA Group Ltd 0.04% Reduce -0.9% 12,445 $1.6M
Camarda Financial Advisors, LLC 0.59% Add +5.7% 12,410 $1.6M
Edgestream Partners, L.P. 0.07% Reduce -63.1% 12,394 $1.6M
Lansing Street Advisors 0.54% Add +0.8% 12,385 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -8.4% 12,358 $1.6M
Viewpoint Capital Management LLC 0.81% No change 12,319 $1.5M
Quent Capital, LLC 0.16% Add +0.7% 12,298 $1.5M
Donoghue Forlines LLC 0.52% New 12,283 $1.5M
GeoWealth Management, LLC 0.05% Add +75.4% 12,253 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Add +33.0% 49,063 $1.5M
Bard Financial Services, Inc. 0.18% Reduce -2.0% 12,180 $1.5M
Smartleaf Asset Management LLC 0.15% Add +26.4% 12,083 $1.5M
Delphi Management Inc. 1.47% Reduce -18.2% 12,079 $1.5M
Florida Trust Wealth Management Co 0.05% Add +35.5% 12,067 $1.5M
Exchange Traded Concepts, LLC 0.03% Reduce -88.6% 12,055 $1.5M
Moss Adams Wealth Advisors LLC 0.16% Add +165.2% 12,027 $1.5M
Cigna Investments Inc. 0.27% Reduce -0.5% 12,001 $1.5M
Chemung Canal Trust Co. 0.31% Reduce -2.9% 11,996 $1.5M
Worth Asset Management, LLC 0.80% New 11,916 $1.5M
Rossmore Private Capital 0.19% Reduce -0.6% 11,898 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +9.5% 11,878 $1.5M
Concord Asset Management, LLC 0.33% Reduce -16.1% 11,872 $1.5M
Independence Bank of Kentucky 0.23% Reduce -2.1% 11,845 $1.5M
Lee Financial Co 0.21% Reduce -1.5% 11,791 $1.5M
Wedmont Private Capital 0.08% Add +11.7% 11,972 $1.5M
Mutual Advisors, LLC 0.04% Reduce -24.9% 10,813 $1.5M
Spire Wealth Management 0.05% Add +1.8% 11,658 $1.5M
Parsons Capital Management Inc. 0.08% Add +0.2% 11,654 $1.5M
Principle Wealth Partners LLC 0.10% Reduce -0.4% 11,627 $1.5M
Independent Financial Group, LLC 0.05% Reduce -13.9% 11,561 $1.5M
Savvy Advisors, Inc. 0.17% Add +195.7% 11,556 $1.5M
Simplex Trading, LLC 0.04% New 11,472 $1.4M
Buffington Mohr McNeal 0.24% Add +0.6% 11,440 $1.4M
Ar Asset Management Inc. 0.33% No change 11,400 $1.4M
Relyea Zuckerberg Hanson LLC 0.19% Reduce -0.0% 11,382 $1.4M
Mather Group, Llc. 0.02% Add +2.6% 11,326 $1.4M
Helios Capital Management Pte. Ltd. 0.83% No change 11,300 $1.4M
Trust Point Inc. 0.10% Add +1.3% 11,254 $1.4M
Prospera Financial Services Inc 0.03% Reduce -46.4% 11,233 $1.4M
Parcion Private Wealth LLC 0.11% Add +1.4% 11,202 $1.4M
Quadcap Wealth Management, LLC 0.21% Reduce -1.0% 11,166 $1.4M
Long Run Wealth Advisors, LLC 0.34% Reduce -16.1% 11,143 $1.4M
Venturi Wealth Management, LLC 0.07% Add +6.8% 11,112 $1.4M
Delta Asset Management LLC 0.12% Reduce -6.1% 11,102 $1.4M
GTS Securities LLC 0.07% Reduce -4.1% 11,090 $1.4M
Choate Investment Advisors 0.03% Add +11.4% 11,029 $1.4M
Avalon Trust Co 0.10% No change 11,000 $1.4M
WASHINGTON TRUST Co 0.05% Reduce -0.1% 10,985 $1.4M
LVW Advisors, LLC 0.17% Reduce -13.4% 10,960 $1.4M
Zullo Investment Group, Inc. 0.56% Reduce -4.0% 10,953 $1.4M
Gibraltar Capital Management, Inc. 0.60% No change 10,835 $1.4M
Peoples Financial Services Corp. 0.63% Reduce -0.2% 10,815 $1.4M
Mork Capital Management, LLC 0.88% No change 10,670 $1.3M
SBI Securities Co., Ltd. 0.04% — 10,608 $1.3M
Cape Ann Savings Bank 0.78% Reduce -4.3% 10,602 $1.3M
First Horizon Advisors, Inc. 0.04% Reduce -6.5% 10,596 $1.3M
Dakota Wealth Management 0.03% Reduce -6.2% 10,575 $1.3M
CFM Wealth Partners LLC 0.22% Add +3.7% 10,544 $1.3M
Financial Engines Advisors L.L.C. 0.00% Add +58.6% 10,531 $1.3M
Avidian Wealth Enterprises, LLC 0.06% Add +3.0% 10,370 $1.3M
Teza Capital Management LLC 0.20% Add +78.0% 10,327 $1.3M
Advanced Portfolio Management, LLC 1.47% New 9,321 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.27% Reduce -0.4% 10,256 $1.3M
Howard Capital Management, LLC 0.02% Add +4.9% 10,244 $1.3M
Symphony Financial, Ltd. Co. 0.20% Add +51.1% 9,440 $1.3M
Trustmark Bank Trust Department 0.09% New 10,081 $1.3M
Premier Path Wealth Partners, LLC 0.19% Reduce -2.6% 10,072 $1.3M
Roberts Capital Advisors, LLC 1.06% No change 10,061 $1.3M
Greenhaven Associates Inc. 0.02% No change 10,000 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -3.6% 9,981 $1.3M
FourThought Financial Partners, LLC 0.13% New 9,949 $1.3M
Fort Point Capital Partners LLC 0.14% Add +0.0% 9,911 $1.2M
Verity & Verity, LLC 0.11% New 9,879 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% Add +165.9% 9,877 $1.2M
Nicholas Wealth, LLC. 0.67% Add +15.7% 9,952 $1.2M
Modera Wealth Management, LLC 0.01% Add +5.2% 9,788 $1.2M
Buckley Wealth Management, LLC 0.38% Add +1.0% 9,785 $1.2M
Diversify Advisory Services, LLC 0.07% Reduce -5.3% 9,918 $1.2M
KLCM Advisors, Inc. 0.14% Add +10.4% 9,733 $1.2M
Beese Fulmer Investment Management, Inc. 0.10% No change 9,708 $1.2M
Donald L. Hagan, LLC 0.63% Reduce -5.2% 9,693 $1.2M
Bison Wealth, LLC 0.27% Reduce -31.1% 9,692 $1.2M
Zacks Investment Management 0.01% Add +47.0% 9,662 $1.2M
Legacy Bridge, LLC 0.63% No change 9,658 $1.2M
Quilter Plc 0.02% Add +59.5% 9,595 $1.2M
NCM Capital Management, LLC 0.54% No change 9,589 $1.2M
Investors Research Corp 0.26% Reduce -4.0% 9,550 $1.2M
Gallagher Capital Advisors, LLC 0.87% — 9,505 $1.2M
USA Financial Formulas 0.19% New 9,504 $1.2M
Gladius Capital Management LP 0.69% New 9,482 $1.2M
Triangle Securities Wealth Management 0.30% Reduce -5.8% 9,442 $1.2M
Atlas Legacy Advisors, LLC 0.29% — 9,405 $1.2M
Moment Partners, LLC 0.22% — 9,367 $1.2M
W Advisors, LLC 0.73% Add +0.2% 9,363 $1.2M
Sienna Gestion 0.08% No change 9,346 $1.2M
Syon Capital LLC 0.11% Add +59.5% 9,306 $1.2M
Carmel Capital Partners, LLC 0.47% Add +0.4% 9,281 $1.2M
Texas Capital Bancshares Inc 0.47% No change 9,214 $1.2M
DRW Securities, LLC 0.08% Add +100.4% 9,175 $1.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.06% No change 9,143 $1.1M
Nilsine Partners, LLC 0.12% Add +16.5% 9,100 $1.1M
Rockland Trust Co. 0.06% Reduce -6.8% 9,060 $1.1M
Longfellow Investment Management Co. LLC 0.29% Reduce -24.2% 9,059 $1.1M
Retirement Planning Co of New England, Inc. 0.55% Reduce -1.0% 9,013 $1.1M
First Citizens Financial Corp 0.61% Reduce -3.4% 8,999 $1.1M
Old National Bancorp 0.03% Reduce -8.6% 8,972 $1.1M
Farther Finance Advisors, LLC 0.04% Reduce -34.6% 8,923 $1.1M
bLong Financial, LLC 0.92% — 8,871 $1.1M
Gsa Capital Partners LLP 0.08% Add +79.8% 8,852 $1.1M
Pennsylvania Capital Management Inc. 0.38% Add +0.3% 8,818 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -4.1% 8,815 $1.1M
Avior Wealth Management, LLC 0.04% Add +4.7% 8,802 $1.1M
Busey Bank 0.04% Reduce -1.9% 8,771 $1.1M
Aaron Wealth Advisors LLC 0.13% Add +7.1% 8,761 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Reduce -38.6% 8,750 $1.1M
Maven Securities LTD 0.18% Add +91.7% 8,737 $1.1M
Private Portfolio Partners LLC 0.20% Add +0.5% 8,712 $1.1M
Eastern Bank 0.02% Reduce -5.6% 8,705 $1.1M
Stratos Wealth Advisors, LLC 0.05% Reduce -18.1% 8,704 $1.1M
LSV Asset Management 0.00% Add +0.6% 8,648 $1.1M
2UniFi Bank 0.72% — 8,576 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Add +1.3% 8,560 $1.1M
Portside Wealth Group, LLC 0.18% Add +6.4% 8,555 $1.1M
Capstone Investment Advisors, LLC 0.01% Reduce -68.1% 8,552 $1.1M
BNP Paribas 0.01% Add +147.4% 8,548 $1.1M
E&G Advisors, LLC 0.29% No change 8,710 $1.1M
Orion Capital Management LLC 0.47% Reduce -3.2% 8,460 $1.1M
Proficio Capital Partners LLC 0.09% Add +108.7% 8,393 $1.1M
Autumn Glory Partners, LLC 0.52% Reduce -35.1% 8,377 $1.1M
Asset Dedication, LLC 0.08% Reduce -1.3% 8,366 $1.1M
Good Life Advisors, LLC 0.08% Reduce -12.2% 8,356 $1.1M
First Merchants Corp. 0.04% Add +0.8% 8,327 $1.0M
Herold Advisors, Inc. 0.23% Add +6.0% 8,321 $1.0M
GAM Holding AG 0.08% New 8,321 $1.0M
Beacon Bank & Trust 0.24% Add +17.6% 8,308 $1.0M
Financial Management Professionals, Inc. 0.13% Add +8.9% 8,259 $1.0M
Sage Rhino Capital LLC 0.23% Reduce -2.3% 8,237 $1.0M
Boston Financial Mangement LLC 0.03% Add +67.8% 8,203 $1.0M
Icon Wealth Advisors, LLC 0.08% Reduce -2.7% 8,199 $1.0M
Myriad Asset Management US LP 0.69% — 8,194 $1.0M
Net Worth Advisory Group 0.31% Add +0.7% 8,191 $1.0M
TRUE Private Wealth Advisors 0.12% Reduce -1.0% 8,181 $1.0M
Csenge Advisory Group 0.06% Reduce -1.0% 8,130 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +0.6% 8,129 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +15.1% 7,979 $1.0M
South Plains Financial, Inc. 0.78% — 8,082 $1.0M
Paladin Wealth, LLC 0.88% Reduce -4.5% 8,059 $1.0M
KPP Advisory Services LLC 0.24% Add +3.4% 8,032 $1.0M
Patton Albertson Miller Group, LLC 0.13% Add +0.8% 8,023 $1.0M
Rothschild Investment LLC 0.07% Add +1.2% 7,970 $1.0M
Advisors Capital Management, LLC 0.02% Add +20.5% 7,969 $1.0M
TigerOak Management, L.L.C. 0.37% — 7,942 $998K
Hartford Funds Management Co LLC 0.09% Reduce -39.9% 7,869 $989K
Cidel Asset Management Inc. 0.07% Reduce -4.0% 7,828 $984K
Corsair Capital Management, L.P. 0.21% Reduce -2.4% 7,814 $982K
Mechanics Financial Corp 0.44% Reduce -0.5% 7,788 $979K
Cim Investment Management Inc. 0.29% Reduce -0.1% 7,779 $978K
Brookstone Capital Management 0.01% Add +10.3% 7,754 $975K
Shulman DeMeo Asset Management LLC 0.26% Add +0.1% 7,726 $971K
IFP Advisors, Inc 0.03% Reduce -11.8% 7,723 $971K
Charles Schwab Trust Co 0.08% Add +6.5% 7,723 $971K
Cookson Peirce & Co. Inc. 0.04% Add +13.6% 7,719 $970K
Rwa Wealth Partners, LLC 0.01% Add +41.8% 7,705 $969K
Bull Street Advisors, LLC 0.47% Reduce -0.7% 7,679 $965K
Waldron Private Wealth LLC 0.04% Add +2.8% 7,669 $964K
Resurgent Financial Advisors LLC 0.57% Reduce -2.4% 7,654 $962K
Bank of Stockton 0.29% Add +0.8% 7,619 $958K
Nicolet Advisory Services, LLC 0.09% Add +2.2% 7,758 $958K
CX Institutional 0.04% Add +6.5% 7,604 $956K
Impact Capital Partners LLC 0.34% — 7,585 $954K
Genesee Capital Advisors, LLC 0.44% Reduce -2.3% 7,583 $953K
Breakwater Capital Group 0.19% Reduce -0.7% 7,570 $952K
Perpetual Ltd 0.01% Reduce -3.8% 7,552 $949K
Westover Capital Advisors, LLC 0.21% Reduce -1.4% 7,530 $947K
Independent Investors Inc. 0.19% No change 7,483 $941K
Vestmark Advisory Solutions, Inc. 0.03% Add +103.7% 7,482 $941K
Wealth Alliance, LLC 0.11% Reduce -14.5% 7,431 $934K
Flow Traders U.S. LLC 0.04% New 7,383 $928K
Everhart Financial Group, Inc. 0.19% Add +41.7% 7,374 $927K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.10% Reduce -10.1% 7,369 $926K
Operose Advisors LLC 0.32% Reduce -6.7% 7,357 $925K
Amica Retiree Medical Trust 0.87% Reduce -14.0% 7,322 $921K
Signature Estate & Investment Advisors LLC 0.02% Add +1.6% 7,311 $919K
CI Investments Inc. 0.00% Reduce -89.9% 7,266 $913K
HM Payson & Co. 0.02% Reduce -0.7% 7,257 $912K
Shelton Capital Management 0.02% Reduce -30.2% 7,244 $911K
LexAurum Advisors, LLC 0.18% Add +8.6% 7,239 $910K
Mindset Wealth Management, LLC 0.33% Reduce -6.6% 7,238 $910K
CVA Family Office, LLC 0.14% Add +179.0% 7,237 $910K
Transatlantique Private Wealth LLC 0.34% Reduce -2.1% 7,220 $908K
MIdWestOne Financial Group, Inc. 0.13% Reduce -2.3% 7,217 $907K
LGT Fund Management Co Ltd. 0.08% Reduce -11.4% 7,214 $907K
North Star Investment Management Corp. 0.06% Reduce -0.2% 7,204 $906K
Intrua Financial, LLC 0.15% Reduce -8.8% 7,187 $904K
Hancock Whitney Corp. 0.03% Add +62.0% 7,123 $896K
Argus Investors' Counsel, Inc. 0.60% Reduce -24.5% 7,100 $893K
Vest Financial, LLC 0.02% Add +21.6% 7,100 $893K
Clarendon Private LLC 0.93% — 7,098 $892K
Eads & Heald Wealth Management 0.44% Add +4.8% 7,085 $891K
TriaGen Wealth Management LLC 0.30% No change 7,068 $889K
Graypoint LLC 0.05% Add +6.4% 7,057 $887K
Main Street Financial Solutions, LLC 0.09% Add +80.4% 7,053 $887K
Mission Wealth Management, LP 0.02% Reduce -12.8% 7,007 $881K
Oddo BHF Asset Management Sas 0.04% No change 7,000 $880K
San Luis Wealth Advisors LLC 0.17% Add +6.4% 6,990 $879K
Davis R M Inc. 0.02% Add +16.6% 6,977 $877K
Elevation Point Wealth Partners, LLC 0.07% Reduce -28.9% 6,969 $876K
Great Valley Advisor Group, Inc. 0.02% Reduce -2.9% 6,966 $875K
Beacon Financial Group 0.09% Reduce -1.9% 6,951 $874K
SageView Advisory Group, LLC 0.04% Add +5.5% 6,935 $872K
IFG Advisors, LLC 0.17% No change 6,932 $871K
Harvest Fund Management Co., Ltd 0.04% Add +228.9% 6,926 $871K
Sompo Asset Management Co., Ltd. 0.15% Reduce -13.9% 6,890 $866K
Raab & Moskowitz Asset Management LLC 0.21% Add +88.7% 6,874 $864K
Sage Mountain Advisors LLC 0.06% Add +11.2% 6,841 $860K
Triad Wealth Partners, LLC 0.31% New 6,821 $858K
Hills Bank & Trust Co 0.06% Reduce -0.7% 6,798 $855K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.1% 6,768 $851K
Affinity Investment Advisors, LLC 0.71% No change 6,762 $850K
Morningstar Investment Management LLC 0.07% Reduce -65.5% 6,751 $849K
Johnson Investment Counsel Inc. 0.01% Add +27.7% 6,739 $847K
Meridian Investment Counsel Inc. 0.25% No change 6,735 $847K
Catalyst Financial Partners LLC 0.16% Add +1.4% 6,735 $847K
Canton Hathaway, LLC 0.21% No change 6,725 $845K
Robotti Robert 0.15% Reduce -6.9% 6,715 $844K
Gryphon Financial Partners LLC 0.12% Reduce -4.7% 6,670 $839K
IHT Wealth Management, LLC 0.03% Reduce -24.1% 6,662 $837K
Claro Advisors Inc. 0.11% Reduce -16.9% 6,647 $836K
Raleigh Capital Management Inc. 0.32% Reduce -17.6% 6,646 $836K
Empire Financial Management Company, LLC 0.26% Reduce -0.5% 6,629 $833K
Wharton Business Group, LLC 0.04% Reduce -0.4% 6,624 $833K
Private Trust Co. NA 0.09% Reduce -11.4% 6,624 $833K
Sunbelt Securities, Inc. 0.07% Reduce -8.2% 6,617 $832K
Capital Group Investment Management Pte. LTD. 0.16% No change 6,616 $832K
Lee Danner & Bass Inc. 0.07% Add +2.4% 6,616 $832K
Harbor Advisors LLC 0.13% No change 6,608 $831K
Waverly Advisors, LLC 0.01% Add +71.8% 6,605 $830K
Fortitude Advisory Group L.L.C. 0.50% Add +0.6% 6,602 $830K
Wedbush Securities Inc. 0.03% Add +97.7% 6,603 $830K
Visionary Wealth Advisors 0.05% Add +1.0% 6,597 $829K
BSW Wealth Partners 0.12% Add +20.1% 6,591 $829K
Evexia Wealth LLC 0.28% Reduce -12.9% 5,918 $828K
Jamison Private Wealth Management, Inc. 0.12% Add +152.3% 6,563 $825K
Clifford Group, LLC 0.63% Reduce -1.5% 6,551 $824K
Legacy Advisors, LLC 0.08% Add +13.6% 6,518 $819K
Strategic Blueprint, LLC 0.05% Reduce -6.2% 6,516 $819K
Kesler, Norman & Wride, LLC 0.18% Reduce -1.0% 6,507 $818K
XTX Topco Ltd 0.07% New 6,445 $810K
Arkadios Wealth Advisors 0.04% Reduce -8.6% 6,433 $809K
Grove Bank & Trust 0.11% Add +6.7% 6,386 $803K
Somerville Kurt F 0.13% No change 6,375 $801K
Legacy Financial Advisors, Inc. 0.13% Add +6.3% 6,358 $799K
Western Wealth Management, LLC 0.04% Add +2.9% 6,340 $797K
Hamilton Capital, LLC 0.06% Reduce -34.9% 6,324 $795K
Bank of New Hampshire 0.20% Add +1.5% 6,313 $794K
CFS Investment Advisory Services, LLC 0.07% Reduce -1.2% 6,284 $790K
Twin Capital Management Inc. 0.09% New 6,257 $787K
Chicago Wealth Management, Inc. 0.41% No change 6,243 $785K
Kingsview Wealth Management, LLC 0.02% Reduce -5.7% 6,239 $784K
Welch & Forbes LLC 0.01% Reduce -1.6% 6,229 $783K
Burke & Herbert Bank & Trust Co. 0.18% No change 6,200 $779K
Richards, Merrill & Peterson, Inc. 0.41% — 6,200 $779K
Truvestments Capital LLC 0.20% Add +39.1% 6,184 $777K
Ranch Capital Advisors Inc. 0.37% Add +2.7% 6,182 $777K
Resonant Capital Advisors, LLC 0.06% Add +3.6% 6,162 $775K
Personal Cfo Solutions, LLC 0.15% Reduce -2.1% 6,160 $774K
Belpointe Asset Management LLC 0.05% Add +11.7% 7,470 $774K
Lindbrook Capital, LLC 0.07% Add +1.2% 6,156 $774K
Kovack Advisors, Inc. 0.08% Add +75.1% 6,081 $765K
Wolverine Trading, LLC 0.02% Add +176.1% 6,073 $764K
Gladstone Institutional Advisory LLC 0.04% Reduce -1.5% 6,020 $757K
Rosenblum Silverman Sutton S F Inc. 0.19% Reduce -0.8% 6,017 $756K
Eagle Rock Investment Company, LLC 0.13% No change 6,000 $754K
Parkside Investments, LLC 0.11% Reduce -50.0% 6,000 $754K
Diversify Wealth Management, LLC 0.06% Add +3.1% 6,074 $750K
Sippican Capital Advisors 0.55% Reduce -1.6% 5,950 $748K
Nicholas Hoffman & Company, LLC. 0.03% No change 5,924 $745K
Jmac Enterprises LLC 0.12% Reduce -32.2% 5,900 $742K
Goldstone Financial Group, LLC 0.12% Add +26.4% 5,896 $741K
Ramirez Asset Management, Inc. 0.15% No change 5,890 $740K
Bearing Point Capital, LLC 0.15% — 5,859 $737K
Caas Capital Management LP 0.61% New 5,850 $735K
Berger Financial Group, Inc 0.05% Add +0.2% 5,846 $735K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -89.1% 5,827 $733K
Shufro Rose & Co. LLC 0.06% Reduce -6.3% 5,830 $733K
US Asset Management LLC 0.66% No change 5,812 $731K
Bank Pictet & Cie (Europe) AG 0.02% Reduce -8.0% 5,803 $730K
Strait & Sound Wealth Management LLC 0.34% Add +3.4% 5,802 $729K
Essex Financial Services, Inc. 0.05% Reduce -0.1% 5,795 $729K
Chase Investment Counsel Corp. 0.23% Reduce -0.4% 5,778 $726K
Campbell & CO Investment Adviser LLC 0.06% New 5,762 $724K
Yardley Wealth Management LLC 0.35% New 6,304 $724K
Robertson Stephens Wealth Management, LLC 0.03% Add +2.2% 5,758 $724K
Fielder Capital Group LLC 0.23% Reduce -12.2% 5,751 $723K
LM Advisors LLC 0.13% No change 5,721 $719K
Aljian Capital Management, LLC 0.16% Reduce -0.5% 5,708 $718K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -0.3% 5,689 $715K
Washburn Capital Management, Inc. 0.44% Add +0.1% 5,686 $715K
Wealth Effects LLC 0.25% Reduce -0.4% 5,675 $713K
PDS Planning, Inc 0.06% Reduce -1.1% 5,650 $710K
Strategic Wealth Partners, Ltd. 0.06% Reduce -12.2% 5,184 $709K
Red Lighthouse Investment Management, LLC 0.28% Reduce -3.6% 5,635 $708K
Credit Industriel Et Commercial 0.25% — 5,630 $708K
Marcum Wealth, LLC 0.06% Add +6.5% 5,600 $704K
Barlow Wealth Partners, LLC 0.09% Reduce -6.9% 5,382 $703K
Curbstone Financial Management Corp 0.15% Reduce -3.5% 5,576 $701K
Tributary Capital Management, LLC 0.05% Reduce -5.2% 5,545 $697K
Debussy Capital Management LP 0.11% Add +1.8% 5,096 $696K
HBK Sorce Advisory LLC 0.02% Add +9.7% 5,536 $696K
Rehmann Capital Advisory Group 0.04% Add +12.6% 5,522 $694K
First Foundation Advisors 0.03% Reduce -18.2% 5,512 $693K
Financial Advisors, LLC 0.13% No change 5,476 $688K
Foster Dykema Cabot & Partners, LLC 0.05% No change 5,462 $687K
Douglass Winthrop Advisors, LLC 0.01% Reduce -0.7% 5,462 $687K
Lazari Capital Management, Inc. 0.27% Reduce -0.7% 5,447 $685K
Heritage Wealth Advisors 0.03% Add +0.3% 5,432 $683K
Evergreen Capital Management LLC 0.02% Add +13.8% 5,429 $683K
SlateStone Wealth, LLC 0.07% Add +4.0% 5,422 $682K
Arbor Investment Advisors, LLC 0.10% Reduce -16.4% 5,423 $682K
Adirondack Trust Co. 0.26% No change 5,421 $682K
AlphaCore Capital LLC 0.15% Add +9.9% 5,412 $680K
Canopy Partners, LLC 0.26% Add +0.3% 5,409 $680K
1832 Asset Management L.P. 0.00% Reduce -20.0% 5,408 $680K
Pinnacle Bancorp, Inc. 0.22% Reduce -1.6% 5,402 $679K
Transamerica Financial Advisors, LLC 0.07% Reduce -19.9% 5,385 $677K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.2% 5,344 $672K
Bahl & Gaynor LLC 0.00% Reduce -1.1% 5,340 $671K
Northern Financial Advisors Inc 0.54% Reduce -1.3% 5,338 $671K
Bell Bank 0.05% Add +8.3% 5,327 $670K
Copley Financial Group, Inc. 0.51% Reduce -13.6% 5,313 $668K
Legacy Capital Group California, Inc. 0.20% Reduce -1.0% 5,303 $667K
Keel Point, LLC 0.05% Add +18.0% 5,265 $662K
CWA Asset Management Group, LLC 0.03% Add +7.1% 5,244 $659K
Coign Capital Advisors LLC 0.61% — 5,241 $659K
First County Bank 0.37% Add +23.0% 5,240 $659K
Breed's Hill Capital LLC 0.34% Add +156.8% 5,239 $659K
Integris Wealth Management, LLC 0.19% No change 5,231 $658K
First American Trust, FSB 0.07% Reduce -11.2% 5,204 $654K
Sentry Investment Management LLC 0.31% Reduce -14.0% 5,205 $654K
Anchor Investment Management, LLC 0.06% Reduce -23.3% 5,186 $652K
Rogco, LP 0.26% Reduce -0.1% 5,149 $647K
Fort Sheridan Advisors LLC 0.09% Add +37.5% 5,142 $646K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.1% 5,109 $642K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -5.0% 5,087 $640K
Northeast Financial Consultants Inc 0.03% No change 5,085 $639K
Woodmont Investment Counsel LLC 0.05% New 5,082 $639K
Strategic Financial Services, Inc. 0.04% No change 5,082 $639K
Pinnacle Financial Partners Inc 0.01% Reduce -4.5% 5,071 $638K
First Dallas Securities Inc. 0.26% Reduce -14.4% 5,062 $636K
Blake Schutter Theil Wealth Advisors, LLC 0.67% Add +0.1% 5,053 $635K
Hexagon Capital Partners LLC 0.12% Reduce -1.9% 5,048 $635K
Addison Advisors LLC 0.18% Reduce -0.6% 5,038 $633K
Ausdal Financial Partners, Inc. 0.05% Add +10.1% 5,010 $630K
Arcataur Capital Management LLC 0.21% No change 5,007 $629K
Catalyst Funds Management Pty Ltd 0.16% Add +257.1% 5,000 $629K
De Lisle Partners LLP 0.09% No change 5,000 $629K
Peoples Bank 0.37% Reduce -7.1% 4,970 $625K
Bank of Hawaii 0.03% Add +14.4% 4,949 $622K
Cypress Capital Group 0.08% Reduce -34.9% 4,915 $618K
Arete Wealth Advisors, LLC 0.04% Add +5.8% 4,877 $613K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,864 $612K
Evernest Financial Advisors, LLC 0.16% Reduce -2.3% 4,851 $610K
Register Financial Advisors LLC 0.31% Reduce -2.0% 4,844 $609K
Blueprint Investment Partners LLC 0.10% Add +50.1% 4,823 $606K
Arista Wealth Management, LLC 0.15% No change 4,815 $605K
Veltria Advisors Corp. 0.25% Reduce -2.7% 4,812 $605K
Mach-1 Financial Group, LLC 1.09% Reduce -18.1% 4,804 $604K
Orca Investment Management, LLC 0.57% Reduce -12.0% 4,799 $603K
Connecticut Wealth Management, LLC 0.03% Add +0.0% 4,797 $603K
Investor's Fiduciary Advisor Network, LLC 0.23% — 4,795 $602K
Texas Bank & Trust Co 0.25% — 4,784 $601K
Gibbs Wealth Management 0.16% Add +26.9% 4,781 $601K
AdvisorNet Financial, Inc 0.05% Add +22.4% 4,776 $600K
L2 Asset Management, LLC 0.13% Reduce -4.0% 4,755 $598K
Johnson & White Wealth Management, LLC 0.36% New 4,783 $597K
Moors & Cabot, Inc. 0.03% Add +1.6% 4,727 $594K
Ellevest, Inc. 0.03% Add +2.3% 4,724 $594K
Forte Capital LLC 0.07% Add +2.9% 4,685 $589K
DT Investment Partners, LLC 0.05% No change 4,672 $587K
Insight 2811, Inc. 0.30% Reduce -1.5% 4,652 $585K
Chapin Davis, Inc. 0.19% No change 5,584 $582K
Childress Capital Advisors, LLC 0.16% Reduce -10.6% 4,614 $580K
Strategic Financial Concepts, LLC 0.11% New 4,613 $580K
Willner & Heller, LLC 0.51% Reduce -3.9% 4,602 $579K
Ledyard National Bank 0.05% Add +1.3% 4,585 $576K
Mechanics Bank Trust Department 0.08% No change 4,581 $576K
Cable Hill Partners, LLC 0.06% Reduce -0.0% 4,559 $573K
Silvia McColl Wealth Management, LLC 0.43% Reduce -5.5% 4,559 $573K
Renaissance Investment Group LLC 0.12% No change 4,550 $572K
Baron Wealth Management LLC 0.27% Add +0.0% 4,549 $572K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -1.4% 4,545 $571K
Daymark Wealth Partners, LLC 0.02% Reduce -6.1% 4,541 $571K
Calton & Associates, Inc. 0.25% Reduce -0.7% 4,538 $570K
Beta Wealth Group, Inc. 0.25% Reduce -34.6% 4,526 $569K
Smithfield Trust Co 0.03% No change 4,524 $569K
West Oak Capital, LLC 0.30% No change 4,515 $568K
CNB Bank 0.26% Reduce -4.1% 4,514 $568K
Catalina Capital Group, LLC 0.19% Add +0.3% 4,514 $567K
Great Lakes Advisors, LLC 0.00% Add +20.1% 4,497 $565K
Bell & Brown Wealth Advisors, LLC 0.21% Add +0.6% 4,483 $564K
Powell Investment Advisors, LLC 0.26% Add +0.7% 4,460 $561K
Angeles Wealth Management, LLC 0.05% Add +20.7% 4,441 $558K
PGIM Custom Harvest LLC 0.01% Add +2.9% 4,428 $557K
Morse Asset Management, Inc 0.13% No change 4,424 $556K
Bay Capital Advisors, LLC 0.45% — 4,414 $555K
DGS Capital Management, LLC 0.14% Add +1.8% 4,408 $554K
ICONIQ Capital, LLC 0.01% Add +82.8% 4,398 $553K
IPG Investment Advisors LLC 0.13% No change 4,375 $550K
Apriem Advisors 0.06% Reduce -9.9% 4,371 $550K
GFG Capital, LLC 0.15% New 4,363 $549K
KKM Financial LLC 0.23% Add +78.9% 4,195 $548K
Webster Bank, N. A. 0.06% Add +29.2% 4,323 $543K
Flagship Harbor Advisors, LLC 0.03% Reduce -25.7% 4,312 $542K
Providence First Trust Co 0.20% New 4,288 $539K
Exencial Wealth Advisors, LLC 0.02% Add +4.8% 4,285 $539K
Cornerstone Wealth Management, LLC 0.04% Add +1.4% 4,284 $539K
Larson Financial Group LLC 0.03% Add +9.3% 4,282 $538K
MCF Advisors LLC 0.04% Add +7.2% 4,273 $537K
PUREfi Wealth, LLC 0.53% — 4,273 $537K
Harbor Investment Advisory, LLC 0.05% Add +4.1% 4,272 $537K
Hudock, Inc. 0.09% Add +0.3% 4,270 $537K
Knollwood Investment Advisory, LLC 0.06% No change 4,258 $535K
Salzhauer Michael 0.27% No change 4,225 $531K
Destination Wealth Management 0.02% Add +4.2% 4,203 $528K
Payne Capital Management, LLC 0.23% — 4,201 $528K
Advyzon Investment Management, LLC 0.20% — 4,198 $528K
Roundview Capital LLC 0.04% Add +9.3% 4,198 $528K
BankPlus Trust Department 0.17% — 4,197 $528K
denkapparat Operations GmbH 0.78% — 4,188 $527K
Measured Wealth Private Client Group, LLC 0.17% Add +11.5% 4,186 $526K
Fortem Financial Group, LLC 0.20% No change 4,181 $526K
Holderness Investments Co. 0.12% No change 4,166 $524K
Bryce Point Capital, LLC 0.15% — 4,162 $523K
J2 Capital Management Inc 0.49% — 4,150 $522K
Millennium Capital Advisors, LLC 0.35% No change 4,135 $520K
RMR Wealth Builders 0.05% Add +0.6% 4,134 $520K
Alliance Wealth Advisors, LLC 0.30% No change 4,133 $520K
1834 Investment Advisors Co. 0.07% Reduce -14.4% 4,124 $518K
Oakworth Capital, Inc. 0.04% Reduce -1.5% 4,121 $518K
Alta Advisers Ltd 0.33% Add +14.3% 4,115 $517K
Private Capital Management LLC 0.10% Reduce -16.8% 4,113 $517K
Voya Financial Advisors, Inc. 0.06% Reduce -14.5% 4,101 $516K
Humankind Investments LLC 0.13% Reduce -20.8% 4,101 $516K
Moloney Securities Asset Management, LLC 0.07% Reduce -0.4% 4,094 $515K
Park National Corp. 0.02% Add +0.3% 4,092 $514K
X-Square Capital, LLC 0.21% Reduce -0.1% 4,063 $511K
Cromwell Holdings LLC 0.29% No change 4,034 $507K
Allen Investment Management, LLC 0.01% No change 4,034 $507K
Topsail Wealth Management, LLC 0.11% — 4,028 $506K
Wright Investors Service Inc. 0.16% Reduce -68.0% 4,019 $505K
Ibex Wealth Advisors 0.06% New 3,999 $503K
Aprio Wealth Management, LLC 0.07% Add +14.1% 3,993 $502K
Rosenberg Matthew Hamilton 0.13% Add +5.8% 3,965 $498K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -0.1% 3,949 $497K
Empower Advisory Group, LLC 0.00% Reduce -35.6% 3,933 $494K
Valmark Advisers, Inc. 0.01% Add +42.5% 3,927 $494K
Bank of Nova Scotia Trust Co. 0.05% Reduce -17.9% 3,914 $492K
Riverwater Partners LLC 0.24% Reduce -3.4% 3,913 $492K
Quotient Wealth Partners, LLC 0.02% Add +15.1% 3,897 $490K
YANKCOM Partnership 0.26% — 3,880 $488K
SOL Capital Management CO 0.05% No change 3,875 $487K
Oxford Asset Management LLP 0.22% New 3,855 $485K
Amplius Wealth Advisors, LLC 0.05% No change 3,853 $484K
Crews Bank & Trust 0.08% — 3,822 $481K
Tiemann Investment Advisors, LLC 0.21% Reduce -5.0% 3,821 $480K
St Germain D J Co. Inc. 0.02% Add +43.1% 3,820 $480K
Sapient Capital LLC 0.01% Reduce -7.3% 3,805 $478K
Cetera Trust Company, N.A 0.31% No change 3,804 $478K
Cornerstone Wealth Group, LLC 0.04% Add +2.7% 3,804 $478K
Balboa Wealth Partners 0.11% New 3,801 $478K
Marino, Stram & Associates LLC 0.11% Reduce -0.4% 3,788 $476K
Bolthouse Investments, LLC 0.44% — 3,785 $476K
Jackson Creek Investment Advisors LLC 0.14% Reduce -2.8% 3,772 $474K
Cooper Financial Group 0.06% Add +12.1% 3,768 $474K
Jacobi Capital Management LLC 0.04% Reduce -0.1% 3,765 $473K
Freestone Capital Holdings, LLC 0.02% Add +4.2% 3,757 $472K
Richwood Investment Advisors, LLC 0.39% No change 3,753 $472K
Missouri Trust & Investment Co 0.17% No change 3,750 $471K
Allen Capital Group, LLC 0.06% Add +14.8% 3,750 $471K
Shepherd Financial Partners LLC 0.06% Reduce -8.1% 3,749 $471K
Samalin Investment Counsel, LLC 0.20% Add +0.2% 3,707 $466K
Frisch Financial Group, Inc. 0.14% Reduce -3.6% 3,692 $464K
Centric Wealth Management 0.12% Reduce -5.7% 3,676 $462K
Broyhill Asset Management, LLC 0.41% — 3,667 $461K
Wellington Shields Capital Management, LLC 0.08% Add +1.4% 3,657 $460K
One Capital Management, LLC 0.02% No change 3,649 $459K
Continuum Advisory, LLC 0.06% Add +2.5% 3,638 $457K
Prelude Capital Management, LLC 0.04% New 3,636 $457K
Zhang Financial LLC 0.03% Add +19.4% 3,602 $453K
Castle Wealth Management LLC 0.18% Reduce -55.9% 3,583 $450K
Nwam LLC 0.03% Reduce -2.1% 3,570 $449K
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -19.2% 3,570 $449K
Farmers National Bank 0.13% — 3,535 $444K
Cary Street Partners Investment Advisory LLC 0.29% Reduce -90.3% 3,532 $444K
First Financial Bank - Trust Division 0.04% Reduce -2.9% 3,526 $443K
Mill Creek Capital Advisors, LLC 0.01% Reduce -5.5% 3,503 $440K
Altus Wealth Group LLC 0.19% Reduce -2.8% 3,477 $437K
Orrstown Financial Services Inc. 0.12% Reduce -1.4% 3,470 $436K
Roehl & Yi Investment Advisors, LLC 0.24% — 3,468 $436K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -8.0% 3,458 $435K
Van Hulzen Asset Management, LLC 0.03% Add +0.4% 3,450 $434K
Davidson Investment Advisors 0.02% Reduce -4.8% 3,427 $431K
Community Bank of Raymore 0.34% No change 3,420 $430K
Coastwise Capital Group, LLC 0.34% Add +0.6% 3,415 $429K
Manchester Capital Management LLC 0.05% Reduce -2.2% 3,413 $429K
Fourpath Capital Management, LLC 0.08% Reduce -21.6% 3,403 $428K
Tritonpoint Wealth, LLC 0.04% Add +13.3% 3,397 $427K
JGP Wealth Management, LLC 0.06% Reduce -1.6% 3,396 $427K
Essex Bank 0.11% Add +8.4% 3,393 $427K
Alerus Financial NA 0.03% Reduce -0.5% 3,384 $425K
Bedel Financial Consulting, Inc. 0.06% Add +0.0% 3,056 $425K
Clear Harbor Asset Management, LLC 0.03% Add +22.8% 3,371 $424K
Paces Ferry Wealth Advisors, LLC 0.21% Reduce -0.5% 3,357 $422K
Quantum Financial Advisors, LLC 0.06% Reduce -2.7% 3,342 $420K
Lebenthal Global Advisors, LLC 0.08% Reduce -32.4% 3,340 $420K
Journey Strategic Wealth LLC 0.02% Reduce -1.5% 3,329 $419K
Congress Park Capital LLC 0.15% Reduce -9.5% 3,325 $418K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +6.4% 3,325 $418K
CYBER HORNET ETFs LLC 0.40% Add +1.0% 3,304 $415K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -57.1% 3,299 $415K
Crawford Investment Counsel Inc. 0.01% Reduce -0.2% 3,283 $413K
Penserra Capital Management LLC 0.01% Add +2327.4% 3,277 $411K
Park Place Capital Corp 0.11% Reduce -11.3% 3,248 $408K
Proathlete Wealth Management LLC 0.15% Add +0.4% 3,243 $408K
Guerra Pan Advisors, LLC 0.29% No change 3,239 $407K
Soltis Investment Advisors LLC 0.04% Add +39.6% 3,236 $407K
Avantax Planning Partners, Inc. 0.01% Reduce -1.3% 3,233 $406K
Phillips Wealth Planners LLC 0.40% Reduce -15.2% 3,280 $405K
Alexis Investment Partners, LLC 0.20% — 3,216 $404K
AA Financial Advisors, LLC 0.11% Add +24.7% 3,216 $404K
Focus Financial Network, Inc. 0.02% Add +2.0% 3,209 $403K
Howard Financial Services, LTD. 0.05% Add +23.2% 3,204 $403K
L.M. Kohn & Company 0.10% Add +6.0% 3,202 $403K
Ostrum Asset Management 0.03% Reduce -4.0% 3,200 $402K
Brown Capital Management LLC 0.01% Reduce -15.4% 3,190 $401K
Gallagher Fiduciary Advisors, LLC 0.08% Add +16.5% 3,182 $400K
Lane & Associates LLC 0.21% Reduce -2.1% 2,889 $400K
Mason & Associates Inc 0.09% Add +2.9% 3,177 $399K
Baker Avenue Asset Management, LP 0.01% Reduce -2.6% 3,176 $399K
Opinicus Capital, Inc. 0.33% Reduce -3.2% 3,160 $397K
Pines Wealth Management, LLC 0.17% — 3,216 $397K
Easterly Investment Partners LLC 0.03% No change 3,151 $396K
Omnia Family Wealth, LLC 0.16% Add +2.5% 3,140 $395K
Ascent Group, LLC 0.03% Add +26.9% 3,129 $393K
Key Financial Inc 0.09% Add +11.0% 3,127 $393K
Code Waechter LLC 0.34% Add +0.9% 3,123 $393K
New Covenant Trust Company, N.A. 0.39% Reduce -0.9% 3,113 $391K
Waddell & Associates, LLC 0.04% No change 3,112 $391K
Watts Gwilliam & Co., LLC 0.08% Reduce -1.4% 3,072 $390K
Versor Investments LP 0.07% Add +19.2% 3,100 $390K
Trueblood Wealth Management, LLC 0.19% No change 3,080 $387K
Hobbs Group Advisors, LLC 0.15% Add +0.3% 3,075 $387K
Duncker Streett & Co. Inc. 0.07% No change 3,071 $386K
E Fund Management Co., Ltd. 0.02% New 3,071 $386K
One Wealth Advisors, LLC 0.06% Reduce -22.3% 3,055 $384K
Optas, LLC 0.08% Add +6.3% 3,051 $384K
Rothschild Wealth LLC 0.11% Reduce -21.6% 3,048 $383K
Manchester Financial Inc. 0.08% No change 3,043 $383K
O'ROURKE & COMPANY, Inc 0.19% Add +0.1% 3,040 $382K
Wealthcare Advisory Partners LLC 0.01% Add +15.9% 3,035 $382K
Grandfield & Dodd, LLC 0.02% Add +0.2% 3,035 $382K
Everpar Advisors LLC 0.19% Add +8.7% 3,027 $381K
Pallas Capital Advisors LLC 0.02% Add +1.9% 3,025 $380K
Wimmer Associates 1, LLC 0.19% No change 3,023 $380K
Five Oceans Advisors 0.17% Add +0.8% 3,021 $380K
Lokken Investment Group LLC 0.16% Reduce -1.3% 3,014 $379K
WMS Partners, LLC 0.02% New 3,009 $378K
Partners Wealth Management, LLC 0.43% — 3,009 $378K
Prosperity Consulting Group, LLC 0.03% Add +22.5% 3,008 $378K
Cohen & Steers, Inc. 0.00% Add +5.3% 3,005 $378K
Performance Wealth Partners, LLC 0.01% Add +2.7% 3,004 $378K
Circle Wealth Management, LLC 0.01% Add +0.4% 3,002 $377K
Spirit of America Management Corp. 0.08% No change 3,000 $377K
First Interstate Bank 0.02% Reduce -0.6% 3,000 $377K
Auxano Advisors, LLC 0.10% Add +3.3% 2,998 $377K
Summit Wealth Group, LLC 0.11% No change 2,983 $375K
City State Bank 0.13% Reduce -10.5% 2,978 $374K
Blue Fin Capital, Inc. 0.07% No change 2,965 $373K
Aspiriant, LLC 0.01% Add +6.2% 2,961 $372K
Navis Wealth Advisors, LLC 0.41% Reduce -7.2% 2,958 $372K
Diversified Enterprises, LLC 0.04% Add +7.9% 2,957 $372K
Atlantic Union Bankshares Corp 0.02% Reduce -0.9% 2,956 $372K
Ameritas Advisory Services, LLC 0.01% New 2,953 $371K
Severin Investments, LLC 0.37% — 2,952 $371K
Meridian Wealth Partners, LLC 0.06% New 2,949 $371K
West Family Investments, Inc. 0.13% Reduce -2.3% 2,949 $371K
Taika Capital, LP 0.28% New 2,945 $370K
Pathway Financial Advisors LLC 0.08% No change 2,928 $368K
Fulcrum Capital LLC 0.08% No change 2,921 $367K
Klingman & Associates, LLC 0.02% Add +20.3% 2,914 $366K
American State Bank (Iowa) 0.22% No change 2,908 $366K
McLean Asset Management Corp 0.11% Add +1.9% 2,899 $364K
Fiducient Advisors LLC 0.04% Add +2.5% 2,898 $364K
Camden National Bank 0.05% Reduce -35.1% 2,887 $363K
TCFG Wealth Management, LLC 0.18% Reduce -4.1% 2,879 $362K
Legacy Solutions, LLC 0.39% — 2,870 $361K
Whittier Trust Co. of Nevada Inc. 0.01% Add +75.2% 2,869 $361K
Kennebec Savings Bank 0.36% Add +2.9% 2,908 $361K
Associated Banc-Corp 0.01% Reduce -3.3% 2,859 $359K
Berkeley Capital Partners, LLC 0.10% Reduce -81.2% 2,855 $359K
Ipswich Investment Management Co., Inc. 0.09% No change 2,853 $359K
Seven Mile Advisory 0.23% Reduce -3.1% 2,849 $358K
Breakthru Advisory Services, LLC 0.32% — 2,840 $357K
O'Neil Global Advisors, Inc. 0.10% Reduce -64.5% 2,842 $357K
Ariadne Wealth Management, LP 0.16% No change 2,581 $357K
Objective Capital Management, LLC 0.24% Reduce -7.7% 2,832 $356K
Invenio Wealth Partners LLC 0.15% Add +1.6% 2,822 $355K
Cercano Management LLC 0.01% No change 2,812 $354K
American National Bank & Trust 0.04% Reduce -16.1% 2,807 $353K
Sunpointe, LLC 0.18% Add +1.0% 2,786 $350K
Legacy Edge Advisors, LLC 0.06% Add +5.5% 2,784 $350K
Kathmere Capital Management, LLC 0.03% Add +19.4% 2,784 $350K
Wilkinson Global Asset Management LLC 0.02% No change 2,774 $349K
Thrive Wealth Management, LLC 0.06% Reduce -0.7% 2,773 $349K
Allegheny Financial Group 0.09% Reduce -0.3% 2,770 $348K
Jackson Square Capital, LLC 0.08% Add +0.7% 2,760 $347K
Wallace Advisory Group, LLC 0.24% Add +17.1% 3,326 $347K
Concourse Financial Group Securities, Inc. 0.02% Add +18.3% 2,543 $346K
Sivia Capital Partners, LLC 0.17% Add +3.3% 2,748 $346K
Fortis Group Advisors, LLC 0.06% No change 2,744 $345K
Paulson Wealth Management Inc. 0.09% No change 2,727 $343K
Journey Advisory Group, LLC 0.04% No change 3,520 $342K
Broadleaf Partners, LLC 0.08% No change 2,719 $342K
Brandywine Oak Private Wealth LLC 0.03% Add +3.1% 2,707 $340K
Veracity Capital LLC 0.12% Add +20.3% 2,702 $340K
Cardinal Point Capital Management ULC 0.05% Add +3.5% 2,697 $339K
Lion Street Advisors, LLC 0.11% Reduce -4.8% 2,693 $339K
Advisor OS, LLC 0.04% Add +12.1% 2,689 $338K
Aft, Forsyth & Company, Inc. 0.17% Add +8.1% 2,685 $338K
Sax Wealth Advisors, LLC 0.03% Add +10.9% 2,684 $337K
Harbour Investments, Inc. 0.01% Add +1.4% 2,683 $337K
Sandy Spring Bank 0.01% Add +3.7% 2,681 $337K
Golden State Wealth Management, LLC 0.05% — 2,680 $337K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% Reduce -4.6% 2,678 $337K
Enterprise Financial Services Corp 0.19% Add +4.0% 2,675 $336K
N.E.W. Advisory Services LLC 0.03% Add +0.1% 2,671 $336K
Wrapmanager Inc. 0.09% Reduce -18.0% 2,660 $334K
Advus Financial Partners, LLC 0.09% Reduce -7.5% 2,646 $333K
Genesis Private Wealth, LLC 0.18% — 2,635 $331K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.2% 2,613 $329K
XML Financial, LLC 0.03% New 2,612 $328K
Equitable Trust Co. 0.02% Reduce -1.1% 2,607 $328K
Aspen Wealth Strategies, LLC 0.21% Reduce -2.2% 2,603 $327K
Naviter Wealth, LLC 0.04% No change 2,600 $327K
Hurlow Wealth Management Group, Inc. 0.10% Reduce -1.4% 2,593 $326K
Bangor Savings Bank 0.03% Add +7.6% 2,592 $326K
Bragg Financial Advisors, Inc 0.01% Add +2.8% 2,591 $326K
Trivium Point Advisory, LLC 0.04% Add +9.5% 2,585 $325K
Rakuten Securities, Inc. 0.13% Add +761.3% 2,584 $325K
Advisory Alpha, LLC 0.01% Add +5.3% 2,577 $324K
FDx Advisors, Inc. 0.09% Reduce -13.3% 2,579 $324K
Meadow Creek Wealth Advisors LLC 0.23% Add +3.9% 2,577 $324K
Apexium Financial, LP 0.02% Reduce -19.9% 2,561 $322K
Austin Private Wealth, LLC 0.03% Add +80.4% 2,560 $322K
Plancorp, LLC 0.01% Add +5.9% 2,557 $321K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 2,554 $321K
Mosaic Financial Group, LLC 0.23% Add +11.3% 2,552 $321K
Bank of Marin 0.25% No change 2,553 $321K
Castleview Partners, LLC 0.17% Add +5.3% 2,570 $321K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.1% 2,540 $319K
Baker Tilly Wealth Management, LLC 0.13% Add +5.2% 2,540 $319K
IVC Wealth Advisors LLC 0.18% Add +0.6% 2,535 $319K
Segment Wealth Management, LLC 0.02% Add +1.1% 2,533 $318K
Kaizen Financial Strategies 0.18% Add +1.4% 2,531 $318K
McCarter Private Wealth Services LLC 0.20% Reduce -8.8% 2,530 $318K
Neville Rodie & Shaw Inc. 0.02% New 2,526 $318K
Flynn Zito Capital Management, LLC 0.15% Add +0.0% 2,528 $318K
Silver Coast Investments LLC 0.12% Reduce -16.1% 2,526 $318K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% Reduce -1.3% 2,522 $317K
Doheny Asset Management 0.24% No change 2,523 $317K
Park Edge Advisors, LLC 0.09% Reduce -16.3% 2,521 $317K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -9.5% 2,281 $316K
Financial Security Advisor, Inc. 0.08% Add +0.5% 2,515 $316K
Sepio Capital, LP 0.03% Add +0.1% 2,512 $316K
World Equity Group, Inc. 0.07% New 2,524 $316K
PFG Advisors 0.02% Reduce -5.9% 2,506 $315K
TFB Advisors LLC 0.09% Reduce -5.9% 2,504 $315K
Eagle Strategies LLC 0.05% Reduce -8.1% 2,503 $315K
Beck Mack & Oliver LLC 0.01% No change 2,500 $314K
Souders Financial Advisors 0.04% New 2,499 $314K
CoreCap Advisors, LLC 0.01% Add +29.0% 2,494 $314K
River Wealth Advisors LLC 0.04% Reduce -4.1% 2,484 $312K
Fi3 FINANCIAL ADVISORS, LLC 0.12% Reduce -4.1% 2,483 $312K
Spartan Planning & Wealth Management 0.28% — 2,480 $312K
UNIVEST FINANCIAL Corp 0.02% Add +0.3% 2,471 $311K
HBW Advisory Services LLC 0.03% Add +14.7% 2,470 $311K
Sachetta, LLC 0.12% Reduce -2.9% 2,460 $309K
Tanager Wealth Management LLP 0.04% Reduce -41.9% 2,457 $309K
Financial Advocates Investment Management 0.02% Reduce -6.5% 2,457 $309K
Ellsworth Advisors, LLC 0.08% Reduce -6.7% 2,445 $307K
Prepared Retirement Institute LLC 0.17% No change 2,437 $306K
Intergy Private Wealth, LLC 0.11% Reduce -3.9% 2,428 $305K
BLB&B Advisors, LLC 0.02% Reduce -5.8% 2,427 $305K
Hall Capital Management Co. Inc. 0.14% — 2,426 $305K
Alteri Wealth LLC 0.08% — 2,425 $305K
Claris Financial LLC 0.20% — 2,423 $305K
Boston Trust Walden Corp 0.00% No change 2,423 $305K
Asahi Life Asset Management Co., LTD. 0.19% Add +18.1% 2,420 $304K
Horizon Wealth Management, LLC 0.05% Add +0.1% 2,400 $302K
Firestone Capital Management 0.07% Add +0.1% 2,397 $301K
Darden Wealth Group Inc 0.20% No change 2,396 $301K
Antonelli Financial Advisors, LLC 0.25% — 2,391 $301K
Centiva Capital, LP 0.01% Reduce -27.3% 2,388 $300K
Goldstream Capital Management Ltd 0.13% Reduce -41.8% 2,377 $299K
Accredited Investors Inc. 0.02% Reduce -8.3% 2,375 $299K
Gitterman Wealth Management, LLC 0.12% Add +0.3% 2,373 $298K
Global Strategic Investment Solutions, LLC 0.03% New 2,359 $297K
BlueStem Wealth Partners, LLC 0.04% — 2,347 $295K
PEAK6 LLC 0.01% — 2,344 $295K
Central Bank & Trust Co. 0.04% Reduce -1.6% 2,343 $295K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +17.2% 2,340 $294K
Newman Dignan & Sheerar, Inc. 0.07% No change 2,328 $293K
Sutton Place Investors LLC 0.17% Add +4.6% 2,324 $292K
Means Investment Co., Inc. 0.03% Add +12.6% 2,321 $292K
Chicago Capital, LLC 0.01% New 2,317 $291K
Cornerstone Planning, LLC 0.11% — 2,308 $290K
Primoris Wealth Advisors, LLC 0.22% No change 2,305 $290K
Constitution Capital LLC 0.16% New 2,300 $289K
Prairie Wealth Advisors, Inc. 0.14% No change 2,300 $289K
Shell Asset Management Co. 0.01% No change 2,297 $289K
Capital Square, LLC 0.16% Reduce -60.8% 2,096 $289K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.7% 2,295 $289K
SLT Holdings LLC 0.28% — 2,284 $287K
Welch Group, LLC 0.01% Add +4.7% 2,281 $287K
New Vernon Investment Management LLC 0.38% Add +223.1% 27,624 $286K
Maxele Advisors, LLC 0.27% — 2,275 $286K
Old North State Trust, LLC 0.18% No change 2,274 $286K
Wealth Dimensions Group, Ltd. 0.07% New 2,271 $285K
RFG Advisory, LLC 0.01% Add +13.3% 2,268 $285K
Versant Capital Management, Inc 0.06% Add +1.9% 2,266 $285K
Mayfair Advisory Group, LLC 0.17% No change 2,240 $282K
Titleist Asset Management, LLC 0.03% Reduce -22.2% 2,232 $281K
Bouchey Financial Group, Ltd. 0.02% No change 2,226 $280K
MJP Associates Inc. 0.05% New 2,222 $279K
Sunflower Bank, N.A. 0.08% Add +2.2% 2,216 $279K
Montz Harcus Wealth Management LLC 0.16% Reduce -1.4% 2,215 $279K
Argent Advisors, Inc. 0.10% Reduce -5.6% 2,210 $278K
Monterey Private Wealth, Inc. 0.09% No change 2,207 $277K
Dark Forest Capital Management LP 0.04% Reduce -48.4% 2,206 $277K
May Hill Capital, LLC 0.11% — 2,205 $277K
Groesbeck Investment Management Corp. 0.36% No change 2,200 $277K
CHICAGO TRUST Co NA 0.05% Reduce -6.0% 2,203 $277K
Callan Capital, LLC 0.02% Reduce -31.4% 2,200 $277K
New Hampshire Trust 0.06% Add +2.2% 2,190 $275K
Luts & Greenleigh Group, Inc. 0.27% Add +1.4% 2,189 $275K
Cornerstone Advisory, LLC 0.03% Reduce -26.1% 1,969 $274K
Deseret Mutual Benefit Administrators 0.13% Reduce -6.8% 2,172 $273K
Beaumont Financial Advisors, LLC 0.02% Reduce -1.1% 2,165 $272K
Clear Creek Financial Management, LLC 0.03% Reduce -3.9% 2,154 $271K
Summit Global Investments 0.02% Reduce -83.6% 2,144 $270K
Fairscale Capital, LLC 0.23% No change 2,145 $270K
Hemington Wealth Management 0.07% Add +4.9% 2,142 $269K
Peak Planning Group, LLC 0.11% No change 2,135 $268K
Everett Harris & Co. 0.00% Reduce -4.3% 2,134 $268K
SGL Investment Advisors, Inc. 0.14% New 1,954 $268K
Johnson Financial Group, Inc. 0.01% Add +42.2% 1,918 $267K
FCG Investment Co 0.16% No change 2,125 $267K
Jacobsen Capital Management 0.11% Reduce -0.1% 2,122 $267K
Bordeaux Wealth Advisors LLC 0.04% Reduce -15.1% 2,119 $266K
Warther Private Wealth, LLC 0.09% No change 2,115 $266K
STAR Financial Bank 0.19% Reduce -52.1% 2,113 $266K
Obermeyer Wealth Partners 0.01% Add +2.6% 2,111 $265K
Macroview Investment Management LLC 0.27% Add +0.4% 2,111 $265K
Perennial Investment Advisors, LLC 0.03% Add +1.2% 2,107 $265K
Chung Wu Investment Group, LLC 0.27% — 2,100 $264K
Capital Advisors, Ltd. LLC 0.03% Add +0.4% 2,099 $264K
Glen Eagle Advisors, LLC 0.04% No change 2,100 $264K
Iron Gate Global Advisors LLC 0.04% No change 2,092 $263K
Motco 0.03% No change 2,084 $262K
Boyd Watterson Asset Management LLC 0.07% Reduce -0.3% 2,083 $262K
Nations Financial Group Inc, /Ia/ 0.02% New 2,079 $261K
North Star Asset Management Inc. 0.01% New 2,077 $261K
Alta Wealth Advisors LLC 0.11% Reduce -2.4% 2,073 $261K
Birch Hill Investment Advisors LLC 0.01% Reduce -4.6% 2,071 $260K
Investment Partners, LTD. 0.11% Reduce -1.9% 2,064 $259K
Guardian Wealth Advisors, LLC / NC 0.02% New 2,062 $259K
Smallwood Wealth Investment Management, LLC 0.18% Add +0.1% 2,059 $259K
LCNB Corp. 0.09% Add +2.8% 2,050 $258K
SignalPoint Asset Management, LLC 0.06% Reduce -0.4% 2,047 $257K
BKM Wealth Management, LLC 0.11% Reduce -4.3% 2,038 $256K
GWN Securities Inc. 0.07% — 1,851 $255K
Silverlake Wealth Management LLC 0.10% No change 2,027 $255K
Family Firm, Inc. 0.06% Add +0.7% 2,019 $254K
Norway Savings Bank 0.14% No change 2,018 $254K
Investment Partners Asset Management, Inc. 0.20% No change 2,013 $253K
American Trust 0.02% Reduce -9.1% 2,006 $252K
Novem Group 0.04% — 2,005 $252K
Merrion Investment Management Co, LLC 0.17% No change 2,000 $251K
Interactive Financial Advisors, Inc. 0.13% No change 2,000 $251K
United Bank 0.03% No change 2,000 $251K
Keudell/Morrison Wealth Management 0.07% Reduce -16.2% 1,998 $251K
Marathon Capital Management 0.06% Reduce -7.6% 1,998 $251K
Pure Financial Advisors, LLC 0.01% New 1,994 $251K
Osborne Partners Capital Management, LLC 0.01% Reduce -8.0% 1,990 $250K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -2.4% 1,984 $249K
TruWealth Advisors, LLC 0.01% No change 1,984 $249K
Hoxton Planning & Management, LLC 0.10% Reduce -0.3% 1,977 $249K
Wedge Capital Management L L P 0.00% Add +2.2% 1,976 $248K
Goldstein Advisors, LLC 0.04% Add +1.1% 1,969 $248K
Pinkerton Wealth, LLC 0.04% New 1,961 $247K
Wealth Alliance Advisory Group, LLC 0.05% No change 1,960 $246K
NBW Capital LLC 0.05% Reduce -20.8% 1,954 $246K
Adero Partners, LLC 0.02% New 1,952 $245K
Kolinsky Wealth Management, LLC 0.15% New 1,952 $245K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -3.0% 1,951 $245K
Family Manage LLC 0.04% No change 1,950 $245K
Nichols & Pratt Advisers LLP 0.02% No change 1,945 $245K
Signal Advisors Wealth, LLC 0.03% New 1,940 $244K
Clayton Financial Group LLC 0.09% Reduce -2.2% 1,937 $244K
Cadence Bank 0.02% Reduce -12.4% 1,936 $243K
Fox Run Management, L.L.C. 0.04% New 1,934 $243K
Y.D. More Investments Ltd 0.02% Add +76.0% 1,934 $243K
OneAscent Family Office, LLC 0.44% — 1,932 $243K
Mirador Capital Partners LP 0.04% New 1,917 $241K
Lantz Financial LLC 0.06% Reduce -9.3% 1,916 $241K
Kanawha Capital Management LLC 0.02% Reduce -3.3% 1,914 $241K
Ssi Investment Management LLC 0.09% New 1,913 $241K
AlphaQuest LLC 0.03% Reduce -46.3% 1,910 $240K
Ethos Financial Group, LLC 0.03% New 1,903 $239K
Tradition Wealth Management, LLC 0.02% New 1,902 $239K
Canvas Wealth Advisors, LLC 0.06% Reduce -28.1% 1,901 $239K
Wealth Management Associates, Inc. 0.10% New 1,894 $238K
Founders Financial Alliance, LLC 0.07% New 1,888 $237K
Northwest Quadrant Wealth Management, LLC 0.05% New 1,882 $237K
Palisades Hudson Asset Management, L.P. 0.10% New 1,878 $236K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -2.7% 1,875 $236K
LJI Wealth Management, LLC 0.05% New 1,871 $235K
Atlas Capital Advisors Inc. 0.03% No change 1,871 $235K
Krane Funds Advisors LLC 0.01% Reduce -11.5% 1,868 $235K
GHP Investment Advisors, Inc. 0.01% Reduce -1.5% 1,866 $235K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -35.3% 1,866 $235K
Integrated Investment Consultants, LLC 0.05% Reduce -89.2% 1,865 $234K
Athena Investment Management 0.14% Reduce -5.8% 1,864 $234K
MBL Wealth, LLC 0.02% New 1,863 $234K
Florida Financial Advisors, LLC 0.10% New 1,861 $234K
Berry Wealth Group, LP 0.17% New 1,858 $234K
AssuredPartners Investment Advisors, LLC 0.05% — 1,858 $234K
Gold Investment Management Ltd. 0.10% No change 1,856 $233K
Headinvest, LLC 0.04% Reduce -4.1% 1,854 $233K
Precedent Wealth Partners, LLC 0.08% New 1,853 $233K
Oxford Financial Group, LTD. LLC 0.01% Reduce -18.7% 1,846 $232K
Lavaca Capital LLC 0.10% New 1,838 $231K
ProVise Management Group, LLC 0.02% New 1,832 $230K
Modern Wealth Management, LLC 0.01% New 1,831 $230K
Safeguard Financial, LLC 0.05% Reduce -27.7% 1,831 $230K
United Community Bank 0.09% Reduce -21.3% 1,829 $230K
Cozad Asset Management Inc. 0.02% New 1,825 $229K
Pflug Koory, LLC 0.02% No change 1,824 $229K
Brucke Financial, Inc. 0.20% — 1,649 $228K
Running Point Capital Advisors, LLC 0.08% New 1,813 $228K
First Affirmative Financial Network 0.13% Reduce -24.7% 1,811 $228K
Flaharty Asset Management, LLC 0.03% Add +598.5% 1,802 $227K
Entruity Wealth, LLC 0.22% — 1,800 $226K
Neumann Capital Management, LLC 0.08% New 1,800 $226K
Reik & Co., LLC 0.05% New 1,800 $226K
Investment House LLC 0.01% New 1,800 $226K
Acorn Creek Capital LLC 0.12% New 1,799 $226K
Weatherly Asset Management L. P. 0.02% New 1,799 $226K
Leo Wealth, LLC 0.02% New 1,797 $226K
Colonial River Investments, LLC 0.11% Reduce -18.3% 1,793 $225K
Sterling Financial Group, Inc. 0.08% New 1,789 $225K
CTC Alternative Strategies, Ltd. 0.29% New 1,788 $225K
Maltin Wealth Management, Inc. 0.11% New 1,785 $224K
King Wealth Management Group 0.03% New 1,771 $223K
JB Capital LLC 0.01% Reduce -8.8% 1,771 $223K
WealthTrust Axiom LLC 0.07% New 1,770 $223K
Tyche Wealth Partners LLC 0.05% New 1,769 $222K
RKL Wealth Management LLC 0.02% New 1,767 $222K
CM Wealth Advisors LLC 0.07% New 1,766 $222K
TrinityPoint Wealth, LLC 0.03% Reduce -12.8% 1,763 $222K
Lewis Asset Management, LLC 0.17% Reduce -13.5% 1,763 $222K
First Business Financial Services, Inc. 0.02% New 1,762 $222K
Bingham Private Wealth, LLC 0.24% — 1,761 $221K
GM Advisory Group, LLC 0.01% New 1,760 $221K
Riggs Asset Managment Co. Inc. 0.06% Add +276.6% 1,755 $221K
Godsey & Gibb, Inc. 0.02% Reduce -10.9% 1,750 $220K
Westmount Partners, LLC 0.07% New 1,749 $220K
Werba Rubin Papier Wealth Management 0.05% Reduce -17.6% 1,745 $219K
Rise Advisors, LLC 0.11% Reduce -2.7% 1,744 $219K
Grunden Financial Advisory, Inc. 0.11% New 1,740 $219K
Bank Ozk 0.09% New 1,736 $218K
Valley National Advisers Inc. 0.04% Add +10.5% 1,739 $218K
Naples Global Advisors, LLC 0.02% New 1,734 $218K
Carnegie Investment Counsel 0.01% New 1,731 $218K
Lifestyle Asset Management, Inc. 0.12% New 1,730 $217K
Graves Light Lenhart Wealth, Inc. 0.03% New 1,722 $216K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,716 $216K
Rockingstone Advisors LLC 0.10% New 1,715 $216K
Sfmg, LLC 0.02% New 1,711 $215K
Armstrong Advisory Group, Inc. 0.02% Add +49.5% 1,709 $215K
Aries Wealth Management 0.06% New 1,708 $215K
Wealth Group, Ltd. 0.14% New 1,704 $214K
Beacon Financial Advisory LLC 0.07% New 1,702 $214K
Bruce G. Allen Investments, LLC 0.17% Reduce -2.6% 1,700 $214K
Brave Asset Management Inc. 0.07% New 1,700 $214K
ARS Investment Partners, LLC 0.02% New 1,700 $214K
Noesis Capital Mangement Corp. 0.04% New 1,698 $213K
NTV Asset Management LLC 0.03% New 1,692 $213K
McAdam, LLC 0.01% New 1,691 $213K
Sabal Trust CO 0.01% New 1,689 $212K
WP Advisors, LLC 0.07% New 1,688 $212K
D'Orazio & Associates, Inc. 0.03% New 1,679 $211K
Schrum Private Wealth Management LLC 0.18% Reduce -49.9% 1,677 $211K
Riverbend Wealth Management, LLC 0.19% — 1,647 $209K
MWA Asset Management 0.14% New 1,663 $209K
Keebeck Wealth Management 0.03% New 1,658 $208K
Verum Partners LLC 0.06% New 1,656 $208K
Centurion Wealth Management LLC 0.07% New 1,653 $208K
Per Stirling Capital Management, LLC. 0.03% New 1,651 $208K
AGH Wealth Advisors, LLC 0.19% — 1,648 $207K
First National Corp. /Ma/ 0.05% New 1,648 $207K
Pekin Hardy Strauss, Inc. 0.03% New 1,645 $207K
Freedom Investment Management, Inc. 0.02% New 1,642 $207K
Fusion Capital, LLC 0.08% New 1,641 $206K
Garden State Investment Advisory Services LLC 0.06% New 1,633 $206K
Fairfield, Bush & Co. 0.12% New 1,632 $205K
PKS Advisory Services, LLC 0.05% — 1,631 $205K
Westwood Holdings Group Inc. 0.00% New 1,621 $204K
Beirne Wealth Consulting Services, LLC 0.07% New 1,619 $204K
Davis Investment Partners, LLC 0.09% New 1,649 $204K
RB Capital Management, LLC 0.05% New 1,612 $203K
Regent Peak Wealth Advisors LLC 0.05% New 1,610 $202K
Baron Silver Stevens Financial Advisors, LLC 0.03% New 1,610 $202K
Vaughan David Investments LLC 0.00% New 1,606 $202K
Massachusetts Wealth Management 0.12% New 1,602 $201K
Masso Torrence Wealth Management Inc. 0.11% New 1,601 $201K
Channel Wealth LLC 0.07% New 1,601 $201K
McNamara Financial Services, Inc. 0.05% New 1,600 $201K
Black Swift Group, LLC 0.04% New 1,600 $201K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 1,597 $201K
Game Plan Financial Advisors, LLC 0.11% No change 1,600 $201K
Aviance Capital Partners, LLC 0.03% New 1,597 $201K
Ransom Advisory, Ltd 0.09% No change 1,594 $200K
Arax Advisory Partners 0.01% Add +50.9% 1,568 $197K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,500 $189K
Brown, Lisle/Cummings, Inc. 0.06% Add +54.1% 1,503 $189K
Summit Securities Group LLC 0.07% Add +150.0% 1,500 $189K
Piscataqua Savings Bank 0.16% No change 1,494 $188K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.1% 1,396 $176K
Indiana Trust & Investment Management Co 0.06% Add +4.0% 1,394 $175K
Longview Financial Advisors LLC 0.12% — 1,383 $174K
Silvant Capital Management LLC 0.01% No change 1,357 $171K
Howard Capital Management Group, LLC 0.01% New 1,316 $165K
Royal Fund Management, LLC 0.02% Reduce -50.0% 1,314 $165K
Optimum Investment Advisors 0.07% Reduce -57.4% 1,300 $163K
West Branch Capital LLC 0.05% Add +300.9% 1,295 $163K
Global Financial Private Client, LLC 0.06% Add +1.2% 1,295 $163K
BTG Pactual Asset Management US LLC 0.02% New 1,257 $158K
Silver Oak Securities, Incorporated 0.01% New 1,238 $156K
Resources Management Corp. /CT/ 0.02% No change 1,215 $153K
GPS Wealth Strategies Group, LLC 0.02% Reduce -3.2% 1,213 $152K
West Paces Advisors Inc. 0.04% No change 1,210 $152K
XY Capital Ltd 0.17% New 1,206 $152K
Clearstead Trust, LLC 0.03% New 1,200 $151K
Compass Wealth Management LLC 0.04% No change 1,184 $149K
First Financial Corp. 0.07% No change 1,179 $148K
Sherman Asset Management, Inc. 0.13% — 1,170 $147K
Paladin Advisory Group, LLC 0.11% No change 1,156 $145K
Whipplewood Advisors, LLC 0.08% — 1,154 $145K
Bogart Wealth, LLC 0.01% Add +14.2% 1,108 $139K
General Partner, Inc. 0.08% No change 1,107 $139K
Covestor Ltd 0.09% Add +54.7% 1,109 $139K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +15.4% 1,085 $136K
Millstone Evans Group, LLC 0.09% — 1,083 $136K
Sound Income Strategies, LLC 0.01% Add +6.5% 1,073 $135K
Decker Retirement Planning Inc. 0.08% — 1,073 $135K
PSI Advisors, LLC 0.04% No change 1,068 $134K
Thompson Investment Management, Inc. 0.02% Reduce -30.0% 1,067 $134K
Carolinas Wealth Consulting LLC 0.03% Reduce -0.9% 1,058 $133K
Caldwell Sutter Capital, Inc. 0.06% Add +4.5% 1,044 $131K
Creekmur Asset Management LLC 0.03% No change 1,027 $129K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 1,019 $128K
Tortoise Investment Management, LLC 0.01% Reduce -15.2% 1,019 $128K
Accredited Wealth Management, LLC 0.11% — 1,014 $127K
Future Financial Wealth Managment LLC 0.09% No change 1,000 $126K
Centennial Bank 0.06% No change 1,000 $126K
Robinswood Financial LLC 0.05% No change 1,000 $126K
Monetary Management Group Inc. 0.03% No change 1,000 $126K
Citizens National Bank Trust Department 0.03% No change 1,000 $126K
Oarsman Capital, Inc. 0.02% Reduce -4.5% 1,000 $126K
Tompkins Financial Corp. 0.01% Reduce -2.9% 1,000 $126K
J.Safra Asset Management Corp 0.01% Add +72.5% 980 $123K
Dakota Community Bank & Trust NA 0.57% Reduce -7.8% 961 $121K
Colonial Trust Co / SC 0.02% Add +7.1% 955 $120K
MV Capital Management, Inc. 0.01% Reduce -14.1% 919 $116K
Gleason Group, Inc. 0.02% Reduce -37.6% 919 $116K
Coppell Advisory Solutions LLC 0.02% Add +38.9% 910 $115K
Washington Trust Advisors, Inc. 0.01% Add +3.9% 898 $113K
Hollencrest Capital Management 0.00% Reduce -14.6% 889 $112K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.6% 886 $111K
Financial Life Planners 0.09% — 882 $111K
Hartford Financial Management Inc. 0.02% Reduce -5.4% 869 $109K
Chesapeake Asset Management LLC 0.10% Add +785.7% 868 $109K
Riverview Trust Co 0.10% No change 862 $108K
Itau Unibanco Holding S.A. 0.00% New 862 $108K
Cedar Mountain Advisors, LLC 0.02% Reduce -3.2% 857 $108K
Atticus Wealth Management, LLC 0.03% No change 850 $107K
Hanson & Doremus Investment Management 0.02% Reduce -7.5% 811 $102K
PARK CIRCLE Co 0.09% No change 800 $101K
SRH Advisors, LLC 0.03% Add +0.6% 796 $100K
Ameliora Wealth Management Ltd. 0.04% Add +21.5% 792 $100K
HHM Wealth Advisors, LLC 0.01% Add +6.2% 787 $99K
VSM Wealth Advisory, LLC 0.03% — 779 $98K
Pension & Wealth Management Advisors, Inc. 0.04% Add +14.4% 772 $97K
Wintrust Investments LLC 0.09% Reduce -45.1% 773 $97K
Trust Co 0.01% New 755 $95K
Kestra Investment Management, LLC 0.00% New 741 $93K
Banque Transatlantique SA 0.00% — 730 $91K
Cranbrook Wealth Management, LLC 0.02% Add +0.1% 723 $91K
Twin Lakes Capital Management, LLC 0.06% No change 720 $91K
Gen-Wealth Partners Inc 0.04% Add +3.6% 720 $91K
Kozak & Associates, Inc. 0.02% Add +0.7% 713 $90K
Eukles Asset Management 0.04% No change 698 $88K
JFS Wealth Advisors, LLC 0.01% Add +0.6% 678 $85K
Fortitude Family Office, LLC 0.03% Add +2.0% 671 $84K
Hager Investment Management Services, LLC 0.05% — 670 $84K
CoreFirst Bank & Trust 0.05% No change 661 $83K
Evelyn Partners Asset Management Ltd 0.02% — 653 $82K
Union Savings Bank 0.04% No change 649 $82K
Capula Management Ltd 0.00% Reduce -55.9% 627 $79K
Plante Moran Financial Advisors, LLC 0.01% Reduce -8.5% 625 $79K
Bell Investment Advisors, Inc 0.01% Reduce -0.7% 601 $76K
Semmax Financial Advisors Inc. 0.02% Add +4.8% 544 $75K
Human Investing LLC 0.01% New 589 $74K
Tsfg, LLC 0.02% Reduce -1.3% 591 $74K
Osterweis Capital Management Inc. 0.00% No change 587 $74K
Runnymede Capital Advisors, Inc. 0.06% — 585 $74K
Eagle Bay Advisors LLC 0.05% Reduce -9.9% 582 $73K
Horrell Capital Management, Inc. 0.02% No change 583 $73K
MeadowBrook Investment Advisors LLC 0.07% No change 575 $72K
First United Bank & Trust 0.03% No change 568 $71K
Bfsg, LLC 0.01% No change 560 $70K
R Squared Ltd 0.07% — 560 $70K
Tobam 0.02% Reduce -27.2% 556 $70K
Marshall & Sterling Wealth Advisors Inc. 0.05% — 548 $69K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -14.1% 547 $68K
WPG Advisers, LLC 0.06% — 535 $67K
Empirical Asset Management, LLC 0.02% New 11,142 $67K
Sierra Ocean, LLC 0.05% — 510 $64K
Sittner & Nelson, LLC 0.03% No change 510 $64K
Murphy & Mullick Capital Management Corp 0.06% — 507 $64K
Virtus Investment Advisers, LLC 0.05% New 500 $63K
Aviso Financial Inc. 0.00% No change 500 $63K
Mark Sheptoff Financial Planning, LLC 0.03% No change 496 $62K
Activest Wealth Management 0.02% Add +1.2% 491 $62K
Modus Advisors, LLC 0.02% New 482 $61K
Prestige Wealth Management Group LLC 0.01% No change 470 $59K
Accordant Advisory Group Inc 0.06% No change 470 $59K
Richardson Financial Services Inc. 0.04% Add +15.4% 465 $58K
Schonfeld Strategic Advisors LLC 0.00% Reduce -88.8% 462 $58K
Creative Financial Designs Inc. 0.00% Add +5.1% 456 $57K
FSA Wealth Management LLC 0.02% Reduce -53.1% 449 $56K
Provenance Wealth Advisors, LLC 0.01% No change 443 $56K
WR Wealth Planners, LLC 0.02% Reduce -16.0% 410 $52K
Wellington Shields & Co., LLC 0.02% Reduce -39.4% 409 $51K
Friedenthal Financial 0.03% New 407 $51K
Realta Investment Advisors 0.02% Reduce -52.2% 406 $51K
Flagship Wealth Advisors, LLC 0.03% — 396 $50K
DiNuzzo Private Wealth, Inc. 0.01% No change 393 $49K
Talon Private Wealth, LLC 0.01% Add +1830.0% 386 $49K
Roxbury Financial LLC 0.05% — 365 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +2.2% 377 $47K
Painted Porch Advisors LLC 0.02% Add +16.1% 368 $46K
Park Square Financial Group, LLC 0.03% — 363 $46K
Essex Investment Management Co. LLC 0.01% No change 363 $46K
ESL Trust Services, LLC 0.01% New 360 $45K
TFC Financial Management, Inc. 0.01% Reduce -18.7% 344 $43K
DHJJ Financial Advisors, Ltd. 0.02% No change 338 $43K
Beaird Harris Wealth Management, LLC 0.00% Add +1841.2% 330 $41K
Laurel Wealth Advisors LLC 0.01% No change 323 $41K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 311 $39K
Meeder Asset Management Inc. 0.00% Reduce -5.5% 310 $39K
Byrne Asset Management LLC 0.03% No change 309 $39K
Transce3nd, LLC 0.01% — 302 $38K
Maryland Capital Advisors Inc. 0.02% No change 300 $38K
Physician Wealth Advisors, Inc. 0.01% New 293 $37K
Quarry LP 0.01% New 289 $36K
Miller Wealth Advisors, LLC 0.02% No change 285 $36K
Financial Network Wealth Advisors LLC 0.07% Reduce -48.4% 281 $35K
Stonebridge Financial Group, LLC 0.00% — 281 $35K
Medallion Wealth Advisors, LLC 0.02% — 283 $35K
Crowley Wealth Management, Inc. 0.03% — 273 $34K
Wood Tarver Financial Group, LLC 0.01% — 275 $34K
Davis Capital Management 0.03% No change 268 $34K
Bank & Trust Co 0.03% No change 265 $33K
Ancora Advisors LLC 0.00% Add +104.7% 264 $33K
Hilltop National Bank 0.01% No change 259 $33K
Solstein Capital, LLC 0.02% No change 256 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 255 $32K
Curio Wealth, LLC 0.02% — 250 $31K
Main Street Group, LTD 0.01% No change 239 $30K
Quest 10 Wealth Builders, Inc. 0.03% — 228 $29K
Glass Jacobson Investment Advisors llc 0.01% Add +22.0% 227 $29K
FLP Wealth Management, LLC 0.07% — 225 $28K
Ruedi Wealth Management, Inc. 0.01% No change 221 $28K
IAG Wealth Partners, LLC 0.00% New 219 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 210 $26K
Minot DeBlois Advisors LLC 0.02% — 200 $25K
Delos Wealth Advisors, LLC 0.02% No change 200 $25K
Peoples Bank 0.02% New 200 $25K
Estabrook Capital Management 0.00% No change 200 $25K
Bare Financial Services, Inc 0.01% No change 199 $25K
TrinityBridge Ltd 0.00% No change 200 $25K
Abound Wealth Management 0.01% Add +2.1% 193 $24K
Kathleen S. Wright Associates Inc. 0.01% No change 192 $24K
Noble Wealth Management PBC 0.02% — 189 $24K
Archer Investment Corp 0.01% Add +1.1% 189 $24K
Dunhill Financial, LLC 0.01% Add +61.2% 187 $24K
Evelyn Partners Investment Management Services Ltd 0.00% — 185 $23K
Broadwater Capital Management LLC 0.02% No change 183 $23K
Silicon Valley Capital Partners 0.00% Add +0.6% 183 $23K
Iron Horse Wealth Management, LLC 0.01% No change 182 $23K
Private Wealth Management Group, LLC 0.01% No change 178 $22K
Aspect Partners, LLC 0.01% No change 177 $22K
Hopwood Financial Services, Inc. 0.02% — 176 $22K
Colonial Trust Advisors 0.00% No change 176 $22K
Red Tortoise LLC 0.01% Reduce -8.4% 174 $22K
Stephens Consulting, LLC 0.01% No change 174 $22K
ORG Partners LLC 0.00% Reduce -16.4% 174 $22K
Beacon Capital Management, LLC 0.00% Reduce -43.0% 166 $21K
First PREMIER Bank 0.01% No change 156 $20K
Olistico Wealth, LLC 0.01% No change 154 $19K
MPWM Advisory Solutions, LLC 0.01% — 151 $19K
Center for Financial Planning, Inc. 0.00% No change 150 $19K
Synergy Asset Management, LLC 0.00% New 180 $19K
Atala Financial Inc 0.01% — 149 $19K
Capital A Wealth Management, LLC 0.03% — 145 $18K
10Elms LLP 0.02% — 143 $18K
Cornerstone Planning Group LLC 0.00% Add +18.4% 129 $18K
RE Dickinson Investment Advisors, LLC 0.01% Add +0.7% 138 $17K
Avion Wealth 0.00% Add +6.0% 141 $17K
Highline Wealth Partners LLC 0.01% Add +64.2% 133 $17K
Raffa Wealth Management, LLC 0.00% Add +15.3% 128 $16K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 125 $16K
Vision Financial Markets LLC 0.02% — 124 $16K
Kentucky Trust Co 0.01% — 119 $15K
Towne Trust Company, N.A 0.01% No change 119 $15K
Morton Brown Family Wealth, LLC 0.01% No change 118 $15K
Transcendent Capital Group LLC 0.01% No change 117 $15K
Financial Avengers, Inc. 0.01% No change 117 $15K
High Note Wealth, LLC 0.00% New 115 $14K
Dogwood Wealth Management LLC 0.01% Add +0.9% 115 $14K
Nordwand Advisors, LLC 0.01% No change 113 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 112 $14K
JNBA Financial Advisors 0.00% Reduce -26.3% 112 $14K
Frazier Financial Advisors, LLC 0.01% Reduce -19.3% 109 $14K
Valued Wealth Advisors LLC 0.01% Add +12.9% 105 $13K
Gables Capital Management Inc. 0.01% No change 103 $13K
NCP Inc. 0.01% Reduce -13.7% 101 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -52.8% 100 $13K
CBIZ Investment Advisory Services, LLC 0.00% New 100 $13K
True Wealth Design, LLC 0.00% Add +14.9% 100 $13K
Birchbrook, Inc. 0.01% No change 93 $12K
LRI Investments, LLC 0.00% No change 93 $12K
Putney Financial Group LLC 0.01% — 90 $11K
Darwin Wealth Management, LLC 0.00% Add +130.8% 90 $11K
NFSG Corp 0.00% New 89 $11K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -98.0% 88 $11K
Legend Financial Advisors, Inc. 0.01% No change 87 $11K
Centricity Wealth Management, LLC 0.01% — 86 $11K
Dixon Mitchell Investment Counsel Inc. 0.00% New 86 $11K
Atwood & Palmer Inc. 0.00% No change 85 $11K
Richard W. Paul & Associates, LLC 0.00% Reduce -15.5% 82 $10K
University of Texas/Texas Am Investment Management Co. 0.00% New 80 $10K
Conquis Financial LLC 0.01% — 79 $10K
Salomon & Ludwin, LLC 0.00% Reduce -2.6% 75 $9K
WealthTrak Capital Management LLC 0.01% — 73 $9K
First Community Trust NA 0.01% No change 73 $9K
Clark Wealth Partners 0.01% — 72 $9K
Creative Capital Management Investments LLC 0.00% No change 72 $9K
Coston, McIsaac & Partners 0.00% No change 77 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 71 $9K
Arcadia Investment Management Corp. 0.00% No change 70 $9K
Fourth Dimension Wealth, LLC 0.00% — 65 $8K
Synergy Investment Management, LLC 0.00% — 62 $8K
Anfield Capital Management, LLC 0.00% No change 62 $8K
Front Row Advisors LLC 0.00% No change 60 $8K
Cassady Schiller Wealth Management, LLC 0.00% New 59 $7K
Carolina Wealth Advisors, LLC 0.00% No change 58 $7K
SJS Investment Consulting Inc. 0.00% Reduce -15.2% 56 $7K
Holos Integrated Wealth LLC 0.00% — 56 $7K
Your Advocates Ltd., LLP 0.00% No change 56 $7K
Tucker Asset Management LLC 0.00% New 53 $7K
FPC Investment Advisory, Inc. 0.00% Add +74.1% 47 $7K
Financial Perspectives, Inc 0.00% New 51 $6K
Aster Capital Management (DIFC) Ltd 0.00% New 50 $6K
Tidemark, LLC 0.00% New 47 $6K
Westend Capital Management, LLC 0.00% No change 47 $6K
NewSquare Capital LLC 0.00% New 45 $6K
PayPay Securities Corp 0.22% Add +20.6% 41 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -95.8% 46 $5K
Global Wealth Strategies & Associates 0.00% No change 37 $5K
Evermay Wealth Management LLC 0.00% Reduce -28.9% 37 $5K
Clean Yield Group 0.00% No change 35 $4K
McIlrath & Eck, LLC 0.00% No change 35 $4K
Lanark Financial, Inc. 0.40% — 34 $4K
Principia Wealth Advisory, LLC 0.00% — 33 $4K
TruNorth Capital Management, LLC 0.00% Reduce -38.8% 30 $4K
Ascentis Wealth Management, LLC 0.00% New 30 $4K
New Millennium Group LLC 0.00% No change 29 $4K
Winnacle Wealth LLC 0.00% — 28 $4K
Acima Private Wealth, LLC 0.00% No change 26 $3K
WestEnd Advisors, LLC 0.00% Add +8.7% 25 $3K
Princeton Global Asset Management LLC 0.00% Reduce -73.3% 24 $3K
Ameriflex Group, Inc. 0.00% — 21 $3K
Kings Path Partners LLC 0.00% No change 22 $3K
POM Investment Strategies, LLC 0.00% No change 21 $3K
Menard Financial Group LLC 0.00% New 21 $3K
Mainstream Capital Management LLC 0.00% New 20 $3K
Cape Investment Advisory, Inc. 0.00% New 20 $3K
Horizons Wealth Management 0.00% No change 17 $2K
Arlington Trust Co LLC 0.00% No change 17 $2K
Nemes Rush Group LLC 0.00% New 16 $2K
Sugar Maple Asset Management, LLC 0.00% New 15 $2K
Kessler Investment Group, LLC 0.00% No change 15 $2K
Parkworth Wealth Management, Inc. 0.00% — 11 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -75.0% 10 $1K
JDM Financial Group LLC 0.00% No change 10 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -97.5% 9 $1K
State of Wyoming 0.00% No change 7 $880
Stance Capital LLC 0.00% — 6 $754
Tradewinds Capital Management, LLC 0.00% New 5 $638
CGC Financial Services, LLC 0.00% No change 5 $629
Legacy Investment Solutions, LLC 0.00% No change 4 $560
Legacy Wealth Managment, LLC 0.00% No change 4 $560
Redwood Park Advisors LLC 0.00% — 4 $503
Parallax Volatility Advisers, L.P. 0.00% New 3 $377
REAP Financial Group, LLC 0.00% Reduce -99.3% 1 $63

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