Morgan StanleyMS

13F holders, Q1 2025 (March 31)
2,104holders −12
146new positions
150sold out
9famous investors
$116.52avg. 13F price*

At the end of Q1 2025, 2,104 institutions reported holding Morgan Stanley (MS) in their 13F filings, down 12 from Q4 2024. 146 opened new positions and 150 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($44.0B), Vanguard Group Inc. ($13.7B) and State Street Corp. ($12.5B). 9 famous investors held it, including Ken Fisher (1.2% of Fisher Asset Management's portfolio), Israel Englander (0.5% of Millennium Management's portfolio) and Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions146$513.3M
Exits150$763.8M

All 13F filers, Q4 2024 → Q1 2025: 48,743,241 shares bought and 44,701,501 shares sold, net +4,041,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,104 holders

Mitsubishi Ufj Financial Group Inc. 100.00% No change 377,085,167 $44.0B
Vanguard Group Inc. 0.25% Add +6.9% 117,769,345 $13.7B
State Street Corp. 0.52% Reduce -3.7% 107,146,233 $12.5B
BlackRock, Inc. 0.24% Add +1.2% 96,238,352 $11.2B
JPMorgan Chase & Co. 0.34% Reduce -6.0% 38,579,764 $4.5B
Capital International Investors 0.62% Reduce -10.0% 26,984,106 $3.1B
Geode Capital Management, LLC 0.24% Add +3.2% 26,662,389 $3.1B
FMR LLC 0.18% Reduce -8.0% 23,528,395 $2.7B
Fisher Asset Management 1.18% Add +2.0% 23,296,036 $2.7B
Bank of America Corp. 0.22% Add +12.2% 21,108,539 $2.5B
Capital Research Global Investors 0.51% Reduce -8.4% 19,962,428 $2.3B
Wellington Management Group LLP 0.43% Reduce -7.6% 19,305,043 $2.3B
Goldman Sachs Group Inc. 0.37% Add +18.7% 16,577,516 $1.9B
Massachusetts Financial Services Co. 0.63% Reduce -3.4% 16,306,104 $1.9B
Norges Bank 0.25% Add +0.8% 15,315,459 $1.8B
Northern Trust Corp. 0.24% Add +3.0% 13,807,153 $1.6B
Ameriprise Financial Inc. 0.41% Add +1.7% 13,063,819 $1.5B
UBS Group AG 0.31% Add +10.6% 12,126,722 $1.4B
T. Rowe Price Associates Inc. 0.16% Reduce -19.8% 11,320,148 $1.3B
Charles Schwab Investment Management Inc. 0.24% Reduce -0.6% 10,951,700 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% Add +4.8% 9,652,910 $1.1B
Royal Bank of Canada 0.25% Add +8.1% 9,387,904 $1.1B
Invesco Ltd. 0.20% Add +0.7% 8,959,754 $1.0B
Legal & General Group Plc 0.26% Add +2.1% 8,211,563 $958.0M
Franklin Resources Inc. 0.28% Add +5.5% 8,146,933 $950.5M
Dimensional Fund Advisors LP 0.23% Add +0.7% 8,037,341 $937.6M
Bank of New York Mellon Corp 0.18% Reduce -0.8% 7,670,822 $895.0M
Schroder Investment Management Group 0.89% Add +4.1% 7,580,656 $884.4M
Manufacturers Life Insurance Company, The 0.78% Reduce -2.6% 6,981,382 $814.5M
Nuveen, LLC 0.23% — 6,578,439 $767.5M
Morgan Stanley 0.05% Add +1.2% 6,150,965 $717.6M
Barclays PLC 0.32% Add +138.7% 6,010,844 $701.3M
Capital World Investors 0.11% Reduce -0.6% 5,619,396 $655.6M
Bank of Montreal 0.35% Reduce -2.3% 5,586,572 $651.8M
Alphinity Investment Management Pty Ltd 4.23% Reduce -10.4% 5,348,473 $624.0M
Janus Henderson Group PLC 0.32% Reduce -7.9% 5,039,574 $581.2M
Amundi 0.21% Add +21.7% 5,200,064 $567.8M
Deutsche Bank AG 0.20% Reduce -9.5% 4,409,339 $514.4M
Millennium Management 0.49% Add +14.2% 4,209,583 $491.1M
Wells Fargo & Company 0.12% Reduce -5.7% 4,130,284 $481.9M
Principal Financial Group Inc. 0.27% Reduce -4.0% 4,069,267 $474.8M
Boston Partners 0.54% Reduce -2.7% 3,855,298 $448.6M
Voya Investment Management LLC 0.58% Reduce -10.8% 3,792,336 $442.5M
HSBC Holdings PLC 0.29% Add +6.3% 3,677,935 $427.5M
Axiom Investors LLC 3.48% Add +99.9% 3,111,979 $363.1M
Sumitomo Mitsui Trust Group, Inc. 0.25% Add +6.6% 2,990,922 $349.0M
Envestnet Asset Management Inc. 0.11% Add +18.8% 2,946,684 $343.8M
California Public Employees Retirement System 0.22% Add +14.2% 2,708,489 $316.0M
Citigroup Inc. 0.24% Add +35.5% 2,686,631 $313.4M
Alliancebernstein L.P. 0.11% Reduce -9.2% 2,624,999 $306.3M
Raymond James Financial Inc. 0.11% Reduce -5.0% 2,448,443 $285.7M
Ensign Peak Advisors, Inc 0.54% Reduce -0.1% 2,436,506 $284.3M
National Pension Service 0.27% Add +3.7% 2,399,984 $280.0M
BNP Paribas Financial Markets 0.21% Add +11.1% 2,324,788 $271.2M
Rhumbline Advisers 0.25% Reduce -2.5% 2,312,815 $269.8M
Canada Pension Plan Investment Board 0.26% Add +41.7% 2,255,350 $263.1M
PNC Financial Services Group, Inc. 0.14% Add +0.1% 2,251,634 $262.7M
Federated Hermes, Inc. 0.56% Add +40.4% 2,204,743 $257.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +11.8% 2,153,343 $251.2M
Allianz Asset Management GmbH 0.37% Add +170.4% 2,146,667 $250.5M
Fayez Sarofim & Co 0.59% Reduce -9.3% 2,030,443 $236.9M
Neuberger Berman Group LLC 0.20% Reduce -7.2% 2,005,663 $234.0M
LPL Financial LLC 0.09% Add +2.7% 1,929,977 $225.2M
American Century Companies Inc. 0.14% Reduce -17.3% 1,927,525 $224.9M
Public Employees Retirement Association of Colorado 0.94% Add +5.5% 1,879,134 $219.2M
California State Teachers Retirement System 0.27% Reduce -0.8% 1,861,901 $217.2M
Lord, Abbett & Co. LLC 0.81% Reduce -10.2% 1,856,462 $216.6M
Citadel Advisors 0.20% Reduce -48.5% 1,732,734 $202.2M
Qube Research & Technologies Ltd 0.31% Add +36.6% 1,689,482 $197.1M
Cullen Capital Management, LLC 2.24% Reduce -9.2% 1,662,599 $194.0M
FIL Ltd 0.18% Reduce -27.2% 1,630,223 $190.2M
Stifel Financial Corp. 0.20% Add +1.1% 1,619,221 $188.9M
Prudential Financial Inc. 0.27% Add +8.2% 1,613,019 $188.2M
New York State Common Retirement Fund 0.26% Reduce -6.4% 1,524,203 $177.8M
Hamlin Capital Management, LLC 4.23% Add +1.6% 1,515,280 $176.8M
Fifth Third Bancorp 0.67% Add +0.5% 1,514,441 $176.7M
Bessemer Group Inc. 0.31% Reduce -4.1% 1,469,593 $171.5M
Macquarie Group Ltd. 0.20% Reduce -4.8% 1,392,351 $162.4M
HighTower Advisors, LLC 0.22% Reduce -1.4% 1,393,541 $159.9M
Mackenzie Financial Corp. 0.23% Add +59.0% 1,362,411 $159.0M
Focused Investors LLC 4.79% Reduce -2.6% 1,277,000 $149.0M
Corient Private Wealth LP 0.24% Reduce -1.8% 1,257,838 $146.2M
Evercore Wealth Management, LLC 2.33% Reduce -2.5% 1,241,998 $144.9M
CANADA LIFE ASSURANCE Co 0.25% Add +1.1% 1,233,556 $144.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.29% Add +17.0% 1,203,945 $140.5M
Rokos Capital Management LLP 3.90% Add +46.4% 1,190,229 $138.8M
Commerce Bank 0.88% Add +3.4% 1,187,931 $138.6M
National Bank of Canada 0.16% Add +124.7% 1,171,928 $136.7M
Primecap Management Co. 0.11% Reduce -2.5% 1,150,145 $134.2M
New York State Teachers Retirement System 0.31% Reduce -2.5% 1,144,625 $133.5M
State Board of Administration of Florida Retirement System 0.26% No change 1,120,989 $130.8M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -6.1% 1,078,434 $125.8M
Menora Mivtachim Holdings LTD. 0.81% Reduce -30.3% 1,068,227 $124.6M
Natixis Advisors, LLC 0.23% Reduce -10.7% 1,060,619 $123.7M
Korea Investment CORP 0.30% Add +9.4% 1,047,035 $122.2M
Aberdeen Group plc 0.24% Reduce -30.9% 1,058,357 $121.6M
Brandywine Global Investment Management, LLC 0.83% Add +12.7% 976,001 $113.9M
Wealth Enhancement Advisory Services, LLC 0.22% Reduce -0.5% 969,920 $113.2M
Clark Capital Management Group, Inc. 0.80% Add +2.5% 957,818 $111.7M
Robeco Institutional Asset Management B.V. 0.22% Add +53.0% 956,286 $111.6M
Douglas Lane & Associates, LLC 1.63% Reduce -1.9% 950,276 $110.9M
Nordea Investment Management AB 0.11% Reduce -1.7% 908,699 $103.6M
Aviva PLC 0.25% Add +16.2% 879,397 $102.6M
Retirement Systems of Alabama 0.40% Reduce -6.7% 871,978 $101.7M
Russell Investments Group, Ltd. 0.13% Reduce -2.2% 839,997 $97.9M
Capital Fund Management S.A. 1.24% Add +39.2% 831,747 $97.0M
Swedbank AB 0.13% Reduce -0.1% 831,701 $97.0M
UniSuper Management Pty Ltd 0.72% Add +0.6% 826,882 $96.5M
First Trust Advisors LP 0.08% Add +8.4% 817,703 $95.4M
M&T Bank Corp 0.35% Reduce -4.0% 814,633 $95.0M
Storebrand Asset Management As 0.30% Add +1.5% 801,836 $93.6M
Pictet Asset Management Holding SA 0.10% Reduce -6.8% 796,375 $92.9M
Aristotle Capital Management, LLC 0.18% Reduce -2.2% 795,487 $92.8M
Cibc World Market Inc. 0.21% Add +53.7% 786,669 $91.8M
Victory Capital Management Inc. 0.09% Reduce -17.1% 779,823 $91.0M
DNB Asset Management AS 0.42% Reduce -15.3% 778,556 $90.8M
Pzena Investment Management LLC 0.31% Add +1.9% 763,174 $89.0M
Mariner, LLC 0.15% Add +4.9% 763,091 $89.0M
State of Wisconsin Investment Board 0.23% Add +3.8% 758,262 $88.5M
AEGON ASSET MANAGEMENT UK Plc 1.28% Add +9.6% 754,880 $87.9M
US Bancorp \de 0.12% Reduce -1.0% 753,401 $87.9M
Bank of Nova Scotia 0.20% Add +210.3% 744,231 $86.8M
Artisan Partners Limited Partnership 0.14% Reduce -17.2% 735,154 $85.8M
Swiss Life Asset Management Ltd 0.62% Add +4.2% 727,779 $84.9M
Susquehanna International Group, LLP 0.14% Reduce -7.8% 718,421 $83.8M
Rathbones Group PLC 0.40% Add +8.1% 705,313 $82.3M
Hudson Bay Capital Management LP 0.60% New 704,153 $82.2M
APG Asset Management N.V. 0.25% Reduce -5.3% 748,771 $80.9M
DekaBank Deutsche Girozentrale 0.15% Add +17.9% 692,784 $78.7M
Royal London Asset Management Ltd. 0.18% Add +10.5% 664,407 $77.5M
Chevy Chase Trust Holdings, LLC 0.24% Reduce -0.3% 653,858 $76.3M
Pinebridge Investments, L.P. 0.60% Add +11.1% 645,470 $75.3M
TCW Group Inc. 0.67% Reduce -8.4% 640,639 $74.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.55% — 637,400 $74.4M
Woodley Farra Manion Portfolio Management Inc. 3.59% Reduce -0.5% 618,209 $72.1M
Sei Investments Co. 0.09% Add +7.1% 604,676 $70.5M
Nisa Investment Advisors, LLC 0.35% Add +2.2% 603,565 $70.4M
Truist Financial Corp. 0.11% Reduce -4.5% 602,897 $70.3M
Credit Agricole S A 0.26% Add +56.8% 599,154 $69.9M
Asset Management One Co., Ltd. 0.24% Add +3.7% 593,201 $69.2M
TD Asset Management Inc 0.06% Add +0.5% 586,322 $68.4M
Alecta Tjanstepension Omsesidigt 0.38% New 585,000 $68.3M
Danske Bank A/S 0.20% Reduce -46.7% 572,923 $66.8M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -6.3% 526,659 $61.4M
Nomura Asset Management Co. Ltd. 0.19% Add +15.3% 525,775 $61.3M
Candriam S.C.A. 0.39% Reduce -25.8% 525,199 $61.3M
Treasurer of the State of North Carolina 0.24% Add +0.4% 525,072 $61.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +4.2% 520,617 $60.7M
Capital Advisors Inc. 1.17% Add +2.3% 503,118 $58.7M
KBC Group NV 0.17% Reduce -38.2% 481,720 $56.2M
KLP Kapitalforvaltning As 0.27% Reduce -0.7% 479,989 $56.0M
Public Employees Retirement System of Ohio 0.20% Reduce -3.7% 475,273 $55.5M
Handelsbanken Fonder AB 0.23% Reduce -2.9% 470,671 $54.9M
Lansforsakringar Fondforvaltning AB (publ) 0.34% Reduce -5.1% 468,473 $54.7M
Commonwealth Equity Services, LLC 0.08% Add +4.5% 466,964 $54.5M
Donaldson Capital Management, LLC 2.04% Add +10.8% 462,038 $53.9M
Pinnacle Associates Ltd. 0.79% Add +1.3% 460,730 $53.8M
State of Tennessee, Department of Treasury 0.20% Reduce -1.9% 456,791 $53.3M
Calamos Advisors LLC 0.36% Reduce -13.6% 444,987 $51.9M
Gateway Investment Advisers LLC 0.59% Add +0.8% 443,935 $51.8M
Tudor Investment Corporation 0.46% Add +931.0% 441,456 $51.5M
MML Investors Services, LLC 0.17% Add +45.5% 435,683 $50.8M
Employees Retirement System of Texas 0.55% Reduce -17.1% 432,800 $50.5M
Public Sector Pension Investment Board 0.22% Add +33.9% 430,809 $50.3M
Lazard Freres Gestion S.A.S. 1.21% Reduce -9.5% 425,443 $49.6M
Man Group plc 0.15% Reduce -36.6% 417,663 $48.7M
DJE Kapital AG 1.44% Add +173.1% 430,301 $48.7M
LGT Capital Partners LTD. 2.12% Reduce -19.1% 409,142 $47.7M
Rafferty Asset Management, LLC 0.20% Reduce -7.0% 407,223 $47.5M
Factory Mutual Insurance Co. 0.55% Reduce -20.1% 406,350 $47.4M
State of New Jersey Common Pension Fund D 0.21% Reduce -9.5% 404,693 $47.2M
Clearbridge Investments, LLC 0.04% Reduce -19.2% 403,828 $47.1M
Resona Asset Management Co.,Ltd. 0.27% Add +7.7% 395,862 $46.1M
Holocene Advisors, LP 0.14% New 394,595 $46.0M
STRS Ohio 0.19% Reduce -2.4% 387,926 $45.3M
Todd Asset Management LLC 1.06% Add +0.0% 386,839 $45.1M
Toronto Dominion Bank 0.12% Add +36.9% 385,283 $45.0M
Caisse de depot et placement du Quebec 0.09% Add +438.7% 379,786 $44.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +11.8% 375,382 $43.8M
Ofi Invest Asset Management 1.14% Reduce -24.5% 400,231 $43.2M
Basswood Capital Management, L.L.C. 2.42% No change 369,259 $43.1M
Sarasin & Partners LLP 0.46% New 365,825 $42.7M
Edgar Lomax Co. 2.67% Reduce -0.3% 365,425 $42.6M
Fiduciary Trust Co 0.56% Add +3.3% 364,152 $42.5M
Banco Santander, S.A. 0.47% Add +25.6% 361,950 $42.2M
Optiver Holding B.V. 1.61% Add +198.5% 357,563 $41.7M
Ferguson Wellman Capital Management, Inc. 0.79% Add +0.3% 348,987 $40.7M
Chilton Capital Management LLC 1.76% Add +10.8% 347,651 $40.6M
Rockefeller Capital Management L.P. 0.10% Add +40.6% 346,425 $40.4M
Arizona State Retirement System 0.25% Reduce -2.6% 342,266 $39.9M
Teachers Retirement System of the State of Kentucky 0.36% Add +1.1% 339,545 $39.6M
Gradient Investments LLC 0.79% Add +12.4% 336,000 $39.2M
State of Michigan Retirement System 0.23% Reduce -0.3% 335,726 $39.2M
Janney Montgomery Scott LLC 0.11% Add +6.3% 333,296 $38.9M
Lazard Asset Management LLC 0.07% Add +22.6% 332,980 $38.8M
Teacher Retirement System of Texas 0.16% Add +35.3% 330,826 $38.6M
Vontobel Holding Ltd. 0.14% Add +5.2% 330,787 $38.6M
Agf Management Ltd. 0.20% Add +55.9% 327,978 $38.3M
Tredje AP-fonden 0.35% Reduce -60.9% 324,713 $37.9M
MetLife Investment Management, LLC 0.20% Reduce -2.2% 322,710 $37.7M
Deroy & Devereaux Private Investment Counsel Inc. 2.20% Reduce -1.5% 322,512 $37.6M
Nearwater Capital Markets, Ltd 1.07% No change 321,773 $37.5M
Comerica Bank 0.16% Add +0.7% 319,314 $37.3M
GW&K Investment Management, LLC 0.34% Reduce -0.2% 311,053 $36.3M
Beacon Investment Advisory Services, Inc. 1.65% Add +26.4% 301,969 $35.2M
Fort Washington Investment Advisors Inc. 0.22% Add +3.6% 300,302 $35.0M
Marshall Wace, LLP 0.05% Reduce -77.0% 298,567 $34.8M
Baird Financial Group, Inc. 0.07% Add +2.5% 297,657 $34.7M
Worldquant Millennium Advisors LLC 0.22% Add +421.5% 295,456 $34.5M
Oppenheimer Asset Management Inc. 0.43% Reduce -4.0% 293,866 $34.3M
Annex Advisory Services, LLC 0.97% Add +15.5% 291,900 $34.1M
ProShare Advisors LLC 0.08% Add +9.6% 291,208 $34.0M
Conning Inc. 1.25% Add +0.0% 290,429 $33.9M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +160.7% 290,240 $33.9M
Badgley Phelps Wealth Managers, LLC 0.81% Add +0.4% 288,810 $33.7M
Parallax Volatility Advisers, L.P. 1.29% Add +9529933.3% 285,901 $33.4M
Prana Capital Management, LP 1.35% New 284,611 $33.2M
Czech National Bank 0.30% Add +5.7% 284,209 $33.2M
Corebridge Financial, Inc. 0.19% Reduce -3.6% 283,810 $33.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.33% Add +91.0% 284,057 $33.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.19% Add +7.3% 282,975 $33.0M
D. E. Shaw & Co. 0.04% Reduce -82.2% 282,932 $33.0M
Forsta Ap-Fonden 0.25% Reduce -10.0% 281,963 $32.9M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +4.9% 281,171 $32.9M
Blue Chip Partners, LLC 2.79% Reduce -0.7% 277,234 $32.3M
Creative Planning 0.03% Add +12.1% 270,543 $31.6M
Groupama Asset Managment 0.64% Add +8.8% 273,594 $31.6M
AXA S.A. 0.10% Reduce -6.0% 263,004 $30.7M
QRG Capital Management, Inc. 0.32% Add +3.3% 262,556 $30.6M
Nomura Holdings Inc. 0.16% Add +325.1% 262,389 $30.6M
Chilton Investment Co. Inc. 0.74% Reduce -4.4% 260,352 $30.4M
Matrix Asset Advisors Inc. 3.35% Reduce -7.2% 260,351 $30.4M
CIBC Private Wealth Group LLC 0.06% Reduce -1.5% 295,433 $29.6M
AQR Capital Management 0.03% Add +29.6% 259,583 $29.5M
Natixis 0.17% New 256,571 $29.5M
Heritage Investors Management Corp. 1.01% Reduce -2.2% 252,016 $29.4M
Maple Capital Management, Inc. 2.24% Reduce -6.4% 248,891 $29.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +755.2% 247,952 $28.9M
Moody LYNN Lieberson & Walker, LLC 1.85% Add +0.8% 246,774 $28.8M
Keybank National Association 0.12% Reduce -1.4% 246,435 $28.8M
Gabelli Funds LLC 0.22% Reduce -2.7% 244,469 $28.5M
TD Waterhouse Canada Inc. 0.23% Reduce -5.7% 245,767 $28.4M
Quantinno Capital Management LP 0.18% Add +87.8% 241,357 $28.2M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +6.6% 239,652 $28.0M
NorthCoast Asset Management LLC 0.14% Reduce -0.3% 239,375 $27.9M
Acadian Asset Management LLC 0.08% Reduce -10.7% 238,108 $27.8M
Amalgamated Bank 0.24% Add +1.1% 237,028 $27.7M
Mn Services Vermogensbeheer B.V. 0.21% Reduce -13.1% 233,500 $27.2M
Crossmark Global Holdings, Inc. 0.48% Add +1.3% 231,371 $27.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% Reduce -0.6% 231,075 $27.0M
Foundations Investment Advisors, LLC 0.50% Add +220.2% 230,348 $26.9M
Cerity Partners LLC 0.06% Reduce -2.1% 230,309 $26.9M
Boston Common Asset Management, LLC 0.81% Add +60.4% 228,372 $26.6M
IFM Investors Pty Ltd 0.29% Reduce -0.5% 226,337 $26.4M
Kodai Capital Management LP 1.03% New 223,497 $26.1M
CIBC Asset Management Inc 0.09% Reduce -2.1% 221,645 $25.9M
Aptus Capital Advisors, LLC 0.29% Add +16.1% 220,964 $25.8M
Abner Herrman & Brock LLC 3.28% Reduce -4.4% 220,085 $25.7M
Bollard Group LLC 0.67% Add +0.7% 219,340 $25.6M
Connors Investor Services Inc. 2.52% Add +10.1% 217,763 $25.4M
Bailard, Inc. 0.65% Add +0.1% 214,325 $25.0M
AMF Tjanstepension AB 0.18% No change 212,235 $24.8M
FUKOKU MUTUAL LIFE INSURANCE Co 1.82% No change 210,248 $24.5M
O'shaughnessy Asset Management, LLC 0.19% Add +9.1% 205,299 $24.0M
Cetera Investment Advisers 0.05% Add +8.2% 207,224 $23.8M
Nexus Investment Management ULC 2.69% Add +7.3% 141,701 $23.8M
Certuity, LLC 2.49% Add +0.0% 203,196 $23.7M
Valley Wealth Managers, Inc. 1.79% Reduce -3.1% 202,446 $23.6M
USS Investment Management Ltd 0.18% Reduce -0.0% 202,080 $23.6M
J.P. Marvel Investment Advisors, LLC 4.00% Reduce -0.2% 198,321 $23.1M
Trexquant Investment LP 0.27% New 197,791 $23.1M
Squarepoint Ops LLC 0.06% Reduce -82.5% 197,516 $23.0M
LVM Capital Management Ltd. 2.56% Add +0.6% 197,173 $23.0M
Peapack Gladstone Financial Corp. 0.34% Add +15.2% 196,521 $22.9M
Hosking Partners LLP 0.95% Reduce -13.7% 193,238 $22.5M
Harvest Portfolios Group Inc. 0.65% Reduce -0.9% 189,954 $22.2M
Utah Retirement Systems 0.26% Reduce -1.4% 189,872 $22.2M
Payden & Rygel 1.89% Add +3.0% 189,000 $22.1M
Sequoia Financial Advisors, LLC 0.17% Add +212.2% 187,793 $21.9M
Bridger Management, LLC 10.89% No change 187,714 $21.9M
First Manhattan Co. Llc. 0.06% Add +277.8% 185,651 $21.7M
Pacific Heights Asset Management LLC 1.47% Reduce -59.8% 185,000 $21.6M
Varma Mutual Pension Insurance Co 0.18% Reduce -9.2% 184,012 $21.5M
New York Life Investment Management LLC 0.22% Reduce -0.7% 182,762 $21.3M
NorthCrest Asset Manangement, LLC 0.64% Add +0.7% 182,388 $21.3M
Migdal Insurance & Financial Holdings Ltd. 0.30% Reduce -0.7% 182,358 $21.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% No change 181,422 $21.2M
UMB Bank, n.a. 0.35% Reduce -4.1% 179,565 $20.9M
Capital Group Private Client Services, Inc. 0.20% Reduce -21.5% 179,413 $20.9M
Xponance LLC 0.20% Reduce -0.3% 178,932 $20.9M
Daiwa Securities Group Inc. 0.09% Add +7.8% 177,306 $20.7M
Pathstone Holdings, LLC 0.09% Add +3.6% 177,199 $20.7M
ASR Vermogensbeheer N.V. 0.31% — 176,985 $20.6M
HUB Investment Partners, LLC 0.83% Reduce -0.5% 175,651 $20.5M
NFJ Investment Group, LLC 0.68% Reduce -16.3% 174,497 $20.4M
Mercer Global Advisors Inc. 0.05% Add +5.0% 173,855 $20.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -28.7% 171,219 $20.0M
Focus Partners Wealth 0.05% Reduce -3.9% 170,350 $19.9M
Yousif Capital Management, LLC 0.23% Reduce -0.7% 169,627 $19.8M
Captrust Financial Advisors 0.05% Add +6.7% 168,883 $19.7M
Copeland Capital Management, LLC 0.39% Reduce -2.0% 167,768 $19.6M
Ethic Inc. 0.40% Add +4.1% 168,968 $19.6M
Police & Firemen's Retirement System of New Jersey 0.20% Reduce -1.1% 167,350 $19.5M
Lido Advisors, LLC 0.12% Add +121.7% 167,250 $19.5M
Erste Asset Management GmbH 0.25% Reduce -52.1% 165,145 $19.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +3.1% 165,832 $19.3M
Mutual of America Capital Management LLC 0.22% Reduce -3.3% 165,633 $19.3M
Osaic Holdings, Inc. 0.04% Reduce -17.8% 164,264 $19.2M
Cambridge Investment Research Advisors, Inc. 0.06% Add +10.7% 164,055 $19.1M
Ossiam 0.27% Reduce -18.1% 163,983 $19.1M
MAI Capital Management 0.14% Reduce -2.6% 161,388 $18.8M
Sanctuary Advisors, LLC 0.13% Reduce -2.8% 160,736 $18.8M
Assetmark, Inc. 0.05% Reduce -14.2% 160,625 $18.7M
Magellan Asset Management Ltd 0.23% Add +11.5% 159,723 $18.6M
Pittenger & Anderson Inc. 0.68% No change 159,667 $18.6M
Wesbanco Bank Inc. 0.65% Add +4.5% 159,097 $18.6M
Fred Alger Management, LLC 0.11% Add +6.0% 158,324 $18.5M
Blair William & Co. 0.06% Reduce -0.3% 157,099 $18.3M
Brown Advisory Inc. 0.03% Reduce -0.1% 156,064 $18.2M
Madison Asset Management, LLC 0.20% Reduce -6.8% 155,334 $18.1M
Appleton Partners Inc. 1.40% Add +1.1% 154,738 $18.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% Reduce -18.4% 154,533 $18.0M
Ilmarinen Mutual Pension Insurance Co 0.16% Reduce -36.3% 151,984 $17.7M
Cibc World Markets Corp. 0.14% Reduce -21.9% 151,930 $17.7M
B. Metzler seel. Sohn & Co. AG 0.18% Reduce -21.2% 151,387 $17.7M
Capital International, Inc. 0.21% Reduce -10.8% 151,212 $17.6M
Nissay Asset Management Corp. /Japan 0.11% Add +0.8% 149,236 $17.4M
Vestor Capital, LLC 1.40% Add +21.7% 146,187 $17.1M
Bokf, NA 0.30% Reduce -1.1% 145,945 $17.0M
Achmea Investment Management B.V. 0.25% Add +45.3% 145,633 $17.0M
GAMCO Investors 0.19% Reduce -3.7% 145,193 $16.9M
State of Alaska, Department of Revenue 0.19% Add +2.5% 144,999 $16.9M
Glenmede Trust Co. NA 0.09% Reduce -3.0% 144,626 $16.9M
Kestra Private Wealth Services, LLC 0.28% Add +6.3% 144,606 $16.9M
NewEdge Advisors, LLC 0.10% Add +31.2% 144,197 $16.8M
Telos Capital Management, Inc. 1.83% Reduce -0.8% 144,046 $16.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +5.9% 147,477 $16.7M
Generali Asset Management SPA SGR 0.41% Reduce -10.0% 141,335 $16.5M
Vanguard Personalized Indexing Management, LLC 0.24% Add +6.1% 140,275 $16.4M
FineMark National Bank & Trust 0.60% Reduce -0.5% 139,985 $16.3M
Argent Trust Co 0.67% Add +1.0% 139,305 $16.3M
Envestnet Portfolio Solutions, Inc. 0.06% Add +7.4% 136,225 $15.9M
Main Street Research LLC 1.02% New 134,444 $15.7M
Daiichi Life Insurance Co., Ltd. 0.46% Add +20.3% 134,420 $15.7M
Schonfeld Strategic Advisors LLC 0.10% Add +28614.5% 132,661 $15.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.7% 131,115 $15.3M
Curi Capital, LLC 0.38% Reduce -27.5% 130,800 $15.3M
Panagora Asset Management Inc. 0.08% Add +925.0% 130,244 $15.2M
Cinctive Capital Management LP 1.20% Add +112.2% 128,641 $15.0M
Prudential PLC 0.08% Reduce -17.8% 128,189 $15.0M
Wealthfront Advisers LLC 0.04% Add +3.7% 127,843 $14.9M
OP Asset Management Ltd 0.25% — 126,977 $14.8M
Oak Harvest Investment Services 2.07% Add +17.7% 126,881 $14.8M
Ieq Capital, LLC 0.12% Add +28.3% 126,809 $14.8M
Scotia Capital Inc. 0.08% Add +4.9% 126,618 $14.8M
PEAK6 LLC 0.58% Add +5289.0% 126,318 $14.7M
Shelton Capital Management 0.34% Add +1583.5% 121,954 $14.2M
Grassi Investment Management 1.30% No change 120,750 $14.1M
Walleye Capital LLC 0.17% Add +620.2% 120,036 $14.0M
Exchange Traded Concepts, LLC 0.25% Add +886.9% 118,972 $13.9M
Capital Analysts, LLC 0.51% Add +2.4% 118,081 $13.8M
Nixon Peabody Trust Co. 1.17% Reduce -0.2% 117,686 $13.7M
Cwm, LLC 0.05% Reduce -19.8% 117,300 $13.7M
Fiduciary Alliance LLC 1.33% Add +19.2% 115,681 $13.5M
Janney Capital Management LLC 0.92% Reduce -5.1% 114,820 $13.4M
Orbis Allan Gray Ltd 0.08% Add +59.3% 114,172 $13.3M
Intech Investment Management LLC 0.14% Add +5.2% 112,766 $13.2M
Rakuten Investment Management, Inc. 0.06% — 112,295 $13.0M
Avantax Advisory Services, Inc. 0.08% Add +0.6% 110,859 $12.9M
BTC Capital Management, Inc. 1.17% Add +8.1% 109,339 $12.8M
Pacer Advisors, Inc. 0.03% Reduce -18.4% 108,185 $12.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -10.0% 108,132 $12.5M
Federation des caisses Desjardins du Quebec 0.06% Add +4.5% 106,791 $12.5M
Level Four Advisory Services, LLC 0.51% Reduce -6.2% 106,391 $12.4M
Oregon Public Employees Retirement Fund 0.24% Reduce -0.0% 106,335 $12.4M
Kestra Advisory Services, LLC 0.06% Add +0.6% 105,820 $12.3M
Woodline Partners LP 0.08% Add +40.3% 104,541 $12.2M
Lyell Wealth Management, LP 1.13% Add +7.3% 103,371 $12.1M
Atria Investments, Inc 0.15% Reduce -2.4% 102,745 $12.0M
New Republic Capital, LLC 5.18% Add +0.0% 102,392 $11.9M
Liontrust Investment Partners LLP 0.19% Add +37.2% 101,580 $11.9M
Socorro Asset Management LP 4.23% Add +31.0% 100,910 $11.8M
Stonegate Investment Group, LLC 0.31% Add +1.2% 100,601 $11.7M
Illinois Municipal Retirement Fund 0.17% No change 99,229 $11.6M
Wolverine Asset Management LLC 0.87% Add +154.1% 99,159 $11.6M
Mizuho Securities USA LLC 0.25% Reduce -15.7% 99,078 $11.6M
Haverford Trust Co 0.12% Add +236.7% 98,661 $11.5M
Greystone Financial Group, LLC 2.07% Reduce -2.0% 97,864 $11.4M
GMO 0.04% Reduce -19.7% 97,110 $11.3M
Los Angeles Capital Management LLC 0.05% Reduce -61.2% 96,467 $11.3M
Avanza Fonder AB 0.37% Add +0.5% 93,920 $11.2M
Cyndeo Wealth Partners, LLC 0.73% Add +6.3% 95,878 $11.2M
Viking Fund Management LLC 1.60% No change 95,000 $11.1M
Steward Partners Investment Advisory, LLC 0.10% Add +32.9% 94,846 $11.1M
Financial Counselors Inc. 0.17% Add +17.5% 93,965 $11.0M
Howe & Rusling Inc. 0.91% Reduce -0.5% 93,001 $10.9M
Kintegral Advisory, LLC 1.09% Reduce -0.3% 92,300 $10.8M
American Assets Investment Management, LLC 0.94% No change 92,000 $10.7M
Baxter Bros Inc. 1.38% Add +12.7% 89,995 $10.5M
Lowe Brockenbrough & Co. Inc. 0.69% Add +1.4% 89,626 $10.5M
Earnest Partners LLC 0.05% Reduce -0.3% 89,514 $10.4M
Banque Pictet & Cie SA 0.11% Reduce -0.4% 89,241 $10.4M
Cornerstone Advisors, LLC 0.45% No change 88,800 $10.4M
Townsquare Capital LLC 0.11% Add +8.3% 88,787 $10.4M
Flputnam Investment Management Co. 0.19% Add +16.4% 88,629 $10.3M
Intact Investment Management Inc. 0.35% Add +0.7% 88,500 $10.3M
Allianz SE 0.27% No change 87,997 $10.3M
Capstone Investment Advisors, LLC 0.12% Add +924.2% 87,592 $10.2M
LBP Am SA 0.16% Reduce -3.6% 86,682 $10.1M
PGGM Investments 0.14% Add +57.5% 86,640 $10.1M
Orion Porfolio Solutions, LLC 0.10% Reduce -2.4% 86,418 $10.1M
Orion Portfolio Solutions, LLC 0.10% Reduce -2.4% 86,418 $10.1M
F/m Investments LLC 0.40% Reduce -6.3% 86,270 $10.1M
Advisors Asset Management, Inc. 0.18% Add +17.3% 83,728 $9.8M
Banque Cantonale Vaudoise 0.43% — 83,419 $9.7M
Oppenheimer & Co. Inc. 0.15% Reduce -30.2% 83,393 $9.7M
Dupont Capital Management Corp. 1.08% Reduce -15.7% 83,219 $9.7M
LMCG Investments, LLC 0.63% Add +1.3% 81,858 $9.6M
Hartline Investment Corp./ 1.27% Add +21.0% 81,614 $9.5M
NEOS Investment Management LLC 0.18% Add +5.4% 81,557 $9.5M
Guggenheim Capital LLC 0.09% Reduce -31.6% 80,989 $9.4M
MassMutual Private Wealth & Trust, FSB 0.27% Add +1.1% 80,521 $9.4M
Balyasny Asset Management L.P. 0.02% Reduce -66.4% 80,464 $9.4M
McGuire Investment Group, LLC 1.39% Add +0.1% 80,120 $9.3M
Empowered Funds, LLC 0.13% Add +3.3% 79,734 $9.3M
Eagle Capital Management LLC 0.03% Reduce -11.0% 79,588 $9.3M
German American Bancorp, Inc. 0.99% Add +0.8% 79,233 $9.2M
Greenwood Capital Associates LLC 1.24% Add +9.7% 79,111 $9.2M
Jane Street Group, LLC 0.02% Reduce -90.0% 78,856 $9.2M
Kentucky Retirement Systems 0.28% Reduce -8.5% 78,328 $9.1M
Advocate Group LLC 1.64% Reduce -4.8% 76,900 $9.0M
Westbourne Investment Advisors, Inc. 3.16% Reduce -0.1% 76,212 $8.9M
D.A. Davidson & Co. 0.07% Add +2.6% 75,878 $8.9M
Calamos Wealth Management LLC 0.45% Reduce -21.7% 75,771 $8.8M
Edgestream Partners, L.P. 0.30% Add +511.0% 75,731 $8.8M
OMERS ADMINISTRATION Corp 0.08% Reduce -2.2% 75,716 $8.8M
Hartford Investment Management Co. 0.31% Reduce -1.6% 75,550 $8.8M
Private Advisor Group, LLC 0.05% Add +3.2% 74,581 $8.7M
Voleon Capital Management LP 0.68% Add +18.6% 74,559 $8.7M
Hourglass Capital, LLC 2.26% Reduce -0.6% 73,985 $8.6M
Loomis Sayles & Co. L P 0.01% Add +13.6% 73,337 $8.6M
Jacobs Levy Equity Management, Inc. 0.03% New 72,941 $8.5M
Oliver Luxxe Assets LLC 1.58% Reduce -1.4% 72,760 $8.5M
Apollon Wealth Management, LLC 0.19% Add +111.7% 72,684 $8.5M
Abn Amro Investment Solutions 0.18% Add +39.2% 72,365 $8.4M
Elo Mutual Pension Insurance Co 0.19% Reduce -34.8% 72,238 $8.4M
Texas Capital Bank Wealth Management Services Inc 0.84% Reduce -14.7% 71,430 $8.3M
Jupiter Asset Management Ltd. 0.08% Add +56.8% 70,933 $8.3M
HB Wealth Management, LLC 0.07% Add +44.0% 70,292 $8.2M
Gulf International Bank (UK) Ltd 0.28% Reduce -27.2% 69,313 $8.1M
Burns J W & Co. Inc. 1.04% Reduce -0.8% 68,979 $8.0M
Leuthold Group, LLC 1.04% Reduce -7.2% 68,662 $8.0M
Orange Investment Advisors, Inc. 0.95% Reduce -1.1% 68,459 $8.0M
Montag A & Associates Inc. 0.40% Add +0.5% 67,874 $7.9M
GLOBALT Investments LLC / GA 0.32% Add +0.8% 67,652 $7.9M
Louisiana State Employees Retirement System 0.15% Reduce -0.3% 66,500 $7.8M
Baugh & Associates, LLC 3.92% Reduce -0.5% 69,280 $7.7M
Y-Intercept (Hong Kong) Ltd 0.52% Add +567.5% 65,932 $7.7M
Securian Asset Management, Inc. 0.23% Reduce -1.7% 65,546 $7.6M
DCM Advisors, LLC 4.07% Reduce -5.3% 65,857 $7.6M
Norinchukin Bank, The 0.14% Add +15.2% 64,826 $7.6M
Albion Financial Group 0.53% Reduce -0.9% 64,683 $7.5M
Iowa State Bank 1.60% Add +1.5% 64,550 $7.5M
Coldstream Capital Management Inc. 0.16% Reduce -1.5% 62,492 $7.3M
Alley Investment Management Company, LLC 0.91% Add +75.0% 62,469 $7.3M
Private Wealth Partners, LLC 0.60% Reduce -0.1% 61,924 $7.2M
Thrivent Financial for Lutherans 0.02% Reduce -9.1% 60,343 $7.2M
Tradewinds, LLC. 2.02% Add +0.5% 61,246 $7.1M
Heritage Trust Co 0.86% Reduce -5.6% 61,148 $7.1M
SteelPeak Wealth, LLC 0.30% Add +186.3% 61,117 $7.1M
Caisse Des Depots Et Consignations 0.34% Reduce -1.9% 61,036 $7.1M
Tairen Capital Ltd 0.47% New 60,900 $7.1M
Spectrum Wealth Counsel, LLC 0.85% Reduce -1.1% 60,420 $7.0M
Synovus Financial Corp. 0.09% Add +5.9% 60,273 $7.0M
Metis Global Partners, LLC 0.20% Add +12.6% 60,088 $7.0M
Premier Fund Managers Ltd 0.26% New 60,400 $7.0M
Assenagon Asset Management S.A. 0.01% Add +3.3% 59,299 $6.9M
Leonteq Securities AG 0.52% Add +182.4% 59,216 $6.9M
Zacks Investment Management 0.06% Add +507.3% 58,679 $6.8M
Cunning Capital Partners, LP 4.35% Reduce -0.6% 58,541 $6.8M
Becker Capital Management Inc. 0.22% Reduce -0.9% 58,096 $6.8M
Beacon Harbor Wealth Advisors, Inc. 1.57% Reduce -14.4% 58,030 $6.8M
New Mexico Educational Retirement Board 0.24% Reduce -2.4% 58,010 $6.8M
White Pine Investment CO 1.80% Reduce -6.3% 57,428 $6.7M
Citizens Financial Group Inc. 0.13% Add +3.6% 57,013 $6.7M
Calydon Capital 1.23% Reduce -7.1% 56,783 $6.6M
Vident Advisory, LLC 0.10% Add +139.1% 56,657 $6.6M
Park Avenue Securities LLC 0.08% Add +91.4% 56,078 $6.5M
ING Groep NV 0.04% Reduce -1.0% 55,503 $6.5M
Nightview Capital, LLC 6.50% New 55,424 $6.5M
Jupiter Wealth Management LLC 3.88% Add +1.6% 49,018 $6.4M
Ballentine Partners, LLC 0.11% Add +2.7% 54,253 $6.3M
Old Second National Bank of Aurora 1.48% Add +3.5% 53,774 $6.3M
Maryland State Retirement & Pension System 0.15% Reduce -14.0% 53,714 $6.3M
Parallel Advisors, LLC 0.14% Add +1.7% 53,593 $6.3M
E. Ohman J:or Asset Management AB 0.17% Reduce -4.2% 53,446 $6.2M
Huntington National Bank 0.06% Reduce -0.8% 53,263 $6.2M
Aureus Asset Management, LLC 0.43% Reduce -0.4% 53,207 $6.2M
Lorne Steinberg Wealth Management Inc. 1.78% Reduce -0.2% 52,418 $6.1M
&partners 0.06% Reduce -12.9% 51,746 $6.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.33% Add +456.1% 50,843 $5.9M
Hilltop Holdings Inc. 0.37% Add +20.1% 50,771 $5.9M
Trifecta Capital Advisors, LLC 1.23% Reduce -1.6% 50,272 $5.9M
NatWest Group plc 1.73% Reduce -21.6% 50,235 $5.9M
Elk River Wealth Management LLC 1.10% Add +3.4% 50,203 $5.9M
Xcel Wealth Management, LLC 1.83% Reduce -5.7% 49,975 $5.8M
Lombard Odier Asset Management (Switzerland) SA 0.33% Add +17.6% 49,897 $5.8M
Capital International Sarl 0.13% Add +11.4% 49,687 $5.8M
Ameritas Investment Partners, Inc. 0.20% Add +9.4% 49,290 $5.8M
Mirabaud & Cie SA 1.96% Add +25.4% 49,217 $5.7M
Consolidated Investment Group LLC 0.88% Reduce -4.6% 49,215 $5.7M
AG2R La Mondiale Gestion D'actifs 0.31% — 44,694 $5.7M
Geneos Wealth Management Inc. 0.19% Add +21.0% 48,847 $5.7M
Caprock Group, LLC 0.17% Add +1.8% 48,781 $5.7M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -6.2% 48,685 $5.7M
Joel Isaacson & Co., LLC 0.26% Add +1.0% 48,498 $5.7M
Glenview Trust Co 0.11% Add +1.4% 48,465 $5.7M
FORA Capital, LLC 0.57% New 48,250 $5.6M
Investment Management Corp of Ontario 0.11% New 48,242 $5.6M
Great Valley Advisor Group, Inc. 0.12% Add +591.2% 48,149 $5.6M
Jefferies Financial Group Inc. 0.10% Reduce -66.8% 48,142 $5.6M
Summit Financial, LLC 0.16% Reduce -2.6% 47,764 $5.6M
Choreo, LLC 0.09% Add +8.2% 47,720 $5.6M
Hennessy Advisors Inc. 0.18% Reduce -28.5% 47,200 $5.5M
Pinnacle Wealth Management Advisory Group, LLC 0.51% Add +4.2% 47,106 $5.5M
First National Trust Co 0.22% Add +4.1% 46,991 $5.5M
Tidal Investments LLC 0.05% Reduce -42.5% 46,579 $5.4M
Highland Capital Management, LLC 0.32% Add +9.5% 46,392 $5.4M
Simon Quick Advisors, LLC 0.31% Reduce -5.9% 46,320 $5.4M
Westpac Banking Corp. 0.40% Add +22.8% 46,310 $5.4M
Burney Co./ 0.20% Add +85.9% 45,942 $5.4M
Castleark Management LLC 0.19% No change 45,900 $5.4M
Dark Forest Capital Management LP 0.25% Add +1977.2% 45,824 $5.3M
AustralianSuper Pty Ltd 0.03% Reduce -21.2% 45,598 $5.3M
Trajan Wealth LLC 0.29% Add +0.7% 45,387 $5.3M
Bradyco, Inc. 4.02% No change 45,328 $5.3M
Torray Investment Partners LLC 0.79% Add +18.5% 45,313 $5.3M
Empirical Finance, LLC 0.32% Add +1.3% 44,847 $5.2M
Tiaa Trust, National Association 0.02% Reduce -0.5% 44,755 $5.2M
IMC-Chicago, LLC 0.20% Add +57.3% 44,741 $5.2M
Linscomb Wealth, Inc. 0.26% Reduce -0.4% 44,566 $5.2M
CI Investments Inc. 0.02% Add +507.1% 44,111 $5.1M
Thompson Siegel & Walmsley LLC 0.09% Reduce -20.6% 43,372 $5.1M
Providence Capital Advisors, LLC 1.04% New 43,100 $5.0M
ABN AMRO Bank N.V. 0.07% New 42,893 $5.0M
Amica Mutual Insurance Co. 0.55% Reduce -33.4% 42,824 $5.0M
SCS Capital Management LLC 0.06% New 42,791 $5.0M
Raiffeisen Bank International AG 0.08% Add +19.2% 43,247 $5.0M
Jones Financial Companies LLLP 0.00% Add +8.6% 43,172 $5.0M
Atria Wealth Solutions, Inc. 0.06% Reduce -11.8% 42,653 $5.0M
SkyOak Wealth, LLC 1.09% Reduce -2.6% 42,621 $5.0M
Union Bancaire Privee, UBP SA 0.10% Add +33.7% 45,281 $5.0M
Independent Advisor Alliance 0.16% Reduce -2.0% 42,428 $5.0M
Occidental Asset Management, LLC 0.74% Add +3.7% 42,186 $4.9M
Global Wealth Management Investment Advisory, Inc. 0.98% Add +1.5% 41,876 $4.9M
United Capital Financial Advisors, LLC 0.04% Add +5.0% 41,768 $4.9M
Cresset Asset Management, LLC 0.02% Add +1.5% 41,673 $4.9M
Prime Capital Investment Advisors, LLC 0.06% Add +17.6% 41,491 $4.8M
Covenant Asset Management, LLC 1.21% Add +134.1% 41,409 $4.8M
Core Alternative Capital 1.16% Reduce -24.4% 41,363 $4.8M
SevenBridge Financial Group, LLC 0.95% Add +23.0% 37,845 $4.8M
Tower Research Capital LLC (TRC) 0.14% Reduce -50.9% 38,683 $4.8M
HighPoint Advisor Group LLC 0.28% Reduce -15.2% 41,068 $4.8M
Roanoke Asset Management Corp./ NY 1.62% Add +0.3% 40,168 $4.7M
New Age Alpha Advisors, LLC 0.21% New 40,000 $4.7M
Cypress Financial Planning LLC 1.66% Add +0.0% 39,451 $4.6M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.1% 39,356 $4.6M
Brentview Investment Management LLC 2.43% Add +5.4% 39,166 $4.6M
K.J. Harrison & Partners Inc 0.89% Add +39.4% 38,900 $4.5M
Concurrent Investment Advisors, LLC 0.11% Add +126.5% 38,775 $4.5M
City Holding Co. 0.63% Add +2.6% 38,390 $4.5M
Mayflower Financial Advisors, LLC 0.68% Add +0.0% 38,238 $4.5M
Stock Yards Bank & Trust Co. 0.16% Reduce -2.5% 37,997 $4.4M
Frank, Rimerman Advisors LLC 0.35% Reduce -0.1% 37,986 $4.4M
V-Square Quantitative Management LLC 0.65% Add +3.4% 37,976 $4.4M
Hamilton Capital Partners Inc. 0.28% Add +19.2% 37,945 $4.4M
Adell Harriman & Carpenter Inc. 0.33% Add +0.8% 37,841 $4.4M
Cullinan Associates Inc. 0.31% Reduce -5.5% 37,052 $4.3M
Sterling Capital Management LLC 0.07% Reduce -8.2% 36,956 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +2.8% 36,915 $4.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.54% Reduce -11.5% 36,741 $4.3M
Vinva Investment Management Ltd 0.17% Reduce -30.6% 37,097 $4.3M
S&co Inc. 0.28% Reduce -1.1% 36,347 $4.2M
Financial Advisory Partners, LLC 1.42% Reduce -1.9% 36,279 $4.2M
Van Eck Associates Corp. 0.01% Add +21.6% 36,257 $4.2M
Sandy Cove Advisors, LLC 1.69% Add +0.1% 35,990 $4.2M
StoneX Group Inc. 0.23% Add +9.4% 35,856 $4.2M
Ceeto Capital Group, LLC 1.59% No change 35,855 $4.2M
TD Private Client Wealth LLC 0.11% Add +27.4% 35,629 $4.2M
Capital Investment Counsel, LLC 0.68% Add +1.8% 35,452 $4.1M
Shorepoint Capital Partners LLC 0.93% Add +1.9% 35,380 $4.1M
Patten & Patten Inc. 0.28% Reduce -2.5% 35,253 $4.1M
First National Bank of Omaha 0.28% Reduce -17.1% 35,171 $4.1M
Northwest Bancshares, Inc. 0.75% Add +19.9% 35,076 $4.1M
Dana Investment Advisors, Inc. 0.15% Reduce -0.8% 35,004 $4.1M
Carret Asset Management, LLC 0.46% Reduce -0.2% 34,984 $4.1M
RNC Capital Management LLC 0.21% Reduce -1.2% 34,787 $4.1M
Andra AP-fonden 0.07% New 34,711 $4.0M
Compagnie Lombard Odier SCmA 0.05% Add +2.4% 34,550 $4.0M
Siemens Fonds Invest GmbH 0.28% New 34,375 $4.0M
Forum Financial Management, LP 0.07% Add +63.0% 34,255 $4.0M
Logan Capital Management Inc. 0.18% Reduce -10.5% 34,009 $4.0M
Hohimer Wealth Management, LLC 0.78% New 33,910 $4.0M
Laurion Capital Management LP 0.31% Reduce -13.8% 33,893 $4.0M
Lanark Financial, Inc. 0.34% — 33,757 $3.9M
Clearstead Advisors, LLC 0.06% Add +1.0% 33,692 $3.9M
Truvestments Capital LLC 0.85% Add +441.0% 33,454 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.28% Reduce -32.0% 33,362 $3.9M
EP Wealth Advisors, LLC 0.03% Add +35.8% 33,273 $3.9M
KMG Fiduciary Partners, LLC 0.32% Reduce -0.2% 33,073 $3.9M
Plato Investment Management Ltd 0.33% Reduce -21.9% 32,715 $3.9M
Inspire Trust Co, N.A. 0.92% Add +10.0% 33,000 $3.9M
Dynamic Advisor Solutions LLC 0.13% Add +0.7% 32,846 $3.8M
Union Heritage Capital, LLC 1.43% No change 32,814 $3.8M
Greenwich Wealth Management LLC 0.29% Add +139.0% 32,748 $3.8M
SG Americas Securities, LLC 0.01% Add +1.0% 32,455 $3.8M
Sigma Planning Corp 0.12% Add +8.7% 32,404 $3.8M
Praxis Investment Management Inc. 0.26% No change 32,291 $3.8M
First Citizens Bank & Trust Co. 0.10% Add +1.5% 32,130 $3.7M
Pinnacle Wealth Management Group, Inc. 2.61% Reduce -1.0% 32,094 $3.7M
Aster Capital Management (DIFC) Ltd 0.69% Add +56086.0% 28,093 $3.7M
Community Trust & Investment Co. 0.24% Reduce -3.8% 31,872 $3.7M
Allstate Corp. 0.11% Reduce -11.5% 31,800 $3.7M
Sculati Wealth Management, LLC 1.50% Reduce -3.2% 31,736 $3.7M
Mattson Financial Services, LLC 1.11% Add +1.4% 31,719 $3.7M
CENTRAL TRUST Co 0.09% Add +1.5% 31,674 $3.7M
Zions Bancorporation, National Association 0.23% — 31,498 $3.7M
First National Advisers, LLC 0.59% Reduce -14.1% 31,349 $3.7M
Moody National Bank Trust Division 0.38% Reduce -0.9% 31,240 $3.6M
Greenleaf Trust 0.03% Reduce -5.0% 31,235 $3.6M
Savant Capital, LLC 0.03% Reduce -16.9% 31,071 $3.6M
Engineers Gate Manager LP 0.06% New 31,029 $3.6M
Sciencast Management LP 0.83% Add +27.9% 31,000 $3.6M
Integrated Wealth Concepts LLC 0.04% Reduce -15.1% 30,743 $3.6M
Perigon Wealth Management, LLC 0.09% Reduce -34.4% 30,728 $3.6M
Commerzbank Aktiengesellschaft 0.08% Add +30.2% 30,583 $3.6M
Quantbot Technologies LP 0.11% New 30,554 $3.6M
WINTON GROUP Ltd 0.22% New 30,469 $3.6M
B. Riley Wealth Advisors, Inc. 0.11% Add +14.0% 30,338 $3.5M
Gotham Asset Management 0.03% Add +3.5% 30,330 $3.5M
Salem Investment Counselors Inc. 0.12% Add +3.4% 30,319 $3.5M
Advisory Services Network, LLC 0.07% Reduce -2.0% 30,194 $3.5M
J. Safra Sarasin Holding AG 0.06% Add +144.2% 30,182 $3.5M
Quadrant Capital Group LLC 0.13% Add +112.8% 30,105 $3.5M
Fifth Third Wealth Advisors LLC 0.18% Add +32.4% 30,104 $3.5M
XTX Topco Ltd 0.18% Add +365.8% 30,020 $3.5M
Gifford Fong Associates 0.87% No change 30,000 $3.5M
Fulton Bank, N.A. 0.14% Reduce -1.6% 29,948 $3.5M
SouthState Bank Corp 0.16% Add +63.0% 29,911 $3.5M
Ritholtz Wealth Management 0.10% Add +1.7% 29,751 $3.5M
HCR Wealth Advisors 0.45% Add +3.0% 29,636 $3.5M
CW Advisors, LLC 0.04% Add +7.9% 29,516 $3.5M
Arax Advisory Partners 0.22% Add +1779.0% 29,463 $3.4M
Capital International Ltd. 0.15% Add +5.2% 29,423 $3.4M
Longbow Finance SA 0.41% Reduce -17.7% 29,358 $3.4M
Diversified Trust Co. 0.08% Reduce -15.5% 29,298 $3.4M
Stephens Inc. 0.05% Reduce -1.8% 29,288 $3.4M
Infrastructure Capital Advisors, LLC 0.58% Add +39.4% 29,264 $3.4M
Mirabella Financial Services LLP 0.14% Add +118.7% 29,004 $3.4M
Wilmington Savings Fund Society, FSB 0.06% Reduce -4.9% 29,015 $3.4M
Integrated Advisors Network LLC 0.17% Reduce -58.6% 28,996 $3.4M
Axxcess Wealth Management, LLC 0.09% Reduce -12.0% 28,951 $3.4M
Equitable Holdings, Inc. 0.03% Add +4.0% 28,880 $3.4M
Bleakley Financial Group, LLC 0.11% Add +1.4% 28,850 $3.4M
Allworth Financial LP 0.02% Add +3.7% 29,081 $3.4M
Covea Finance 0.15% New 28,800 $3.4M
Susquehanna Fundamental Investments, LLC 0.06% No change 28,800 $3.4M
Americana Partners, LLC 0.13% Add +4.4% 28,642 $3.3M
Fidelis Capital Partners, LLC 0.35% Reduce -0.6% 28,574 $3.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.31% Reduce -6.6% 28,400 $3.3M
Principal Securities, Inc. 0.07% No change 26,328 $3.3M
U.S. Capital Wealth Advisors, LLC 0.10% Add +30.1% 28,237 $3.3M
United Services Automobile Association 0.10% No change 28,503 $3.3M
Alerus Financial NA 0.26% Add +730.3% 28,098 $3.3M
Dock Street Asset Management Inc. 0.39% New 28,060 $3.3M
Brasada Capital Management, LP 0.65% Reduce -0.5% 32,434 $3.3M
Meyer Handelman Co. 0.11% Reduce -0.8% 27,568 $3.2M
Hodges Capital Management Inc. 0.32% Reduce -28.5% 27,432 $3.2M
Hoey Investments, Inc. 0.63% Reduce -12.0% 27,251 $3.2M
Trilogy Capital Inc. 0.17% Add +32.4% 27,082 $3.2M
Canandaigua National Bank & Trust Co. 0.31% Reduce -8.9% 26,846 $3.1M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -7.8% 26,790 $3.1M
Dimension Capital Management LLC 0.54% No change 26,270 $3.1M
Next Level Private LLC 1.14% No change 26,248 $3.1M
Merit Financial Group, LLC 0.05% Add +85.0% 26,193 $3.1M
Signaturefd, LLC 0.06% Add +4.6% 25,826 $3.0M
Culbertson A N & Co. Inc. 0.48% Reduce -0.9% 25,794 $3.0M
Morangie Management LLC 2.94% Add +5.2% 25,721 $3.0M
Palisade Asset Management, LLC 0.31% Add +1.4% 25,688 $3.0M
Wealthspire Advisors, LLC 0.02% Reduce -15.9% 25,493 $3.0M
CreativeOne Wealth, LLC 0.09% Add +41.3% 25,478 $3.0M
Hunter Associates Investment Management LLC 0.46% Add +2.1% 25,475 $3.0M
Benjamin Edwards Inc. 0.04% Reduce -1.1% 25,380 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -0.0% 25,340 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -1.8% 25,332 $3.0M
Horizon Investments, LLC 0.09% Add +3.4% 25,476 $2.9M
Meeder Advisory Services, Inc. 0.18% Add +5.9% 25,258 $2.9M
Harbor Capital Advisors, Inc. 0.13% Reduce -10.6% 25,103 $2.9M
Cary Street Partners Financial LLC 0.09% Reduce -3.0% 25,053 $2.9M
Franklin Street Advisors Inc. 0.21% No change 25,000 $2.9M
Brooklyn Investment Group 0.62% Reduce -13.4% 24,802 $2.9M
Pinnacle Financial Partners Inc 0.06% Add +386.2% 24,657 $2.9M
Trust Co. of Toledo NA 0.38% Add +0.8% 24,655 $2.9M
Stolper Co 0.94% Add +0.3% 24,608 $2.9M
MainStreet Investment Advisors LLC 0.42% Reduce -3.0% 24,593 $2.9M
Northeast Investment Management 0.13% Add +0.6% 24,582 $2.9M
Aigen Investment Management, LP 0.46% New 24,479 $2.9M
True North Advisors, LLC 0.51% Reduce -14.6% 24,423 $2.8M
Griffin Asset Management, Inc. 0.35% Add +1.6% 24,413 $2.8M
Group One Trading LLC 0.12% Add +8.1% 24,361 $2.8M
FAS Wealth Partners, Inc. 0.23% Add +4.7% 24,339 $2.8M
Mach-1 Financial Group, LLC 0.85% Add +406.1% 24,312 $2.8M
Caas Capital Management LP 1.34% Add +314.3% 24,235 $2.8M
Glass Wealth Management Co LLC 1.70% Reduce -11.4% 24,216 $2.8M
Marvin & Palmer Associates Inc. 4.20% Reduce -55.7% 24,097 $2.8M
Transcend Capital Advisors, LLC 0.20% Reduce -4.6% 24,087 $2.8M
Meridian Wealth Management, LLC 0.14% Add +34.3% 23,869 $2.8M
GAMMA Investing LLC 0.21% Add +6.4% 23,578 $2.8M
Arcus Capital Partners, LLC 1.10% No change 23,538 $2.7M
Concord Asset Management, LLC 0.60% Add +105.8% 24,432 $2.7M
Vestcor Inc 0.09% Add +4.0% 23,364 $2.7M
Two Sigma Investments, LP 0.01% Reduce -80.5% 23,205 $2.7M
Paradigm Asset Management Co. LLC 0.72% No change 23,200 $2.7M
Bouvel Investment Partners, LLC 1.02% Reduce -2.6% 25,924 $2.7M
Stratos Wealth Partners, LTD. 0.04% Reduce -9.9% 23,125 $2.7M
Lipe & Dalton 1.51% Reduce -9.9% 23,125 $2.7M
Capital Investment Advisors, LLC 0.05% Add +6.4% 23,121 $2.7M
Capital Asset Advisory Services LLC 0.14% Reduce -0.4% 22,508 $2.7M
Graphene Investments SAS 1.96% New 23,000 $2.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -5.8% 22,982 $2.7M
Pitcairn Co. 0.16% Add +0.2% 22,815 $2.7M
Stance Capital LLC 1.97% Add +379933.3% 22,802 $2.7M
Alaethes Wealth, LLC 0.97% Add +1.1% 22,722 $2.7M
YHB Investment Advisors, Inc. 0.22% Add +0.5% 22,720 $2.7M
Stevens Capital Management LP 0.66% New 22,607 $2.6M
KCM Investment Advisors LLC 0.10% Reduce -2.7% 22,529 $2.6M
Meiji Yasuda Asset Management Co Ltd. 0.11% Reduce -1.2% 22,488 $2.6M
IFG Advisory, LLC 0.15% Add +9.0% 22,459 $2.6M
Sowell Financial Services LLC 0.12% Add +11.0% 22,323 $2.6M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -28.2% 22,158 $2.6M
Sumitomo Life Insurance Co. 0.09% Reduce -1.4% 22,097 $2.6M
Am Investment Strategies LLC 0.62% Add +5.3% 21,932 $2.6M
TCTC Holdings, LLC 0.09% Add +2.1% 21,862 $2.6M
Cohen Klingenstein LLC 0.09% No change 21,800 $2.5M
William B. Walkup & Associates, Inc. 1.55% Add +0.6% 21,752 $2.5M
Smith Salley Wealth Management 0.17% Add +3.5% 21,676 $2.5M
Leavell Investment Management, Inc. 0.12% Reduce -4.0% 21,579 $2.5M
D L Carlson Investment Group Inc. 0.48% Reduce -4.4% 21,464 $2.5M
Cacti Asset Management LLC 0.19% No change 21,500 $2.5M
Asio Capital, LLC 0.48% Add +2.4% 21,155 $2.5M
Concord Wealth Partners 0.40% Add +68.1% 21,135 $2.5M
Brookstone Capital Management 0.04% Add +172.2% 21,103 $2.5M
Regions Financial Corp. 0.02% Reduce -0.8% 21,033 $2.5M
Venture Visionary Partners LLC 0.10% Reduce -5.8% 20,969 $2.4M
Werlinich Asset Management, LLC 1.54% No change 20,770 $2.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -12.3% 21,479 $2.4M
Hurley Capital, LLC 1.83% Reduce -11.9% 20,672 $2.4M
Quantitative Investment Management, LLC 0.22% New 20,639 $2.4M
Moloney Securities Asset Management, LLC 0.33% Add +402.5% 20,571 $2.4M
River Street Advisors LLC 1.18% Add +17.2% 20,385 $2.4M
Point72 Europe (London) LLP 0.16% New 20,200 $2.4M
Baldwin Investment Management, LLC 0.28% Reduce -3.5% 20,073 $2.3M
Comprehensive Financial Consultants Institutional, Inc. 0.83% Reduce -2.0% 20,054 $2.3M
LGT Group Foundation 0.03% Add +4.3% 19,937 $2.3M
Verition Fund Management LLC 0.01% Reduce -68.5% 19,878 $2.3M
Caldwell Trust Co 0.25% Reduce -5.8% 19,838 $2.3M
NorthRock Partners, LLC 0.08% Add +4.0% 19,786 $2.3M
Wolff Wiese Magana LLC 1.56% Add +0.0% 19,701 $2.3M
World Investment Advisors 0.06% Add +13.3% 19,616 $2.3M
Harvest Investment Advisors, LLC 1.65% Add +0.1% 19,584 $2.3M
Triglav Investments, D.O.O. 0.19% No change 19,512 $2.3M
Mgo One Seven LLC 0.09% Reduce -12.6% 19,433 $2.3M
Stratos Investment Management, LLC 0.12% Add +2.3% 19,402 $2.3M
Wakefield Asset Management LLLP 0.68% New 19,382 $2.3M
PFG Investments, LLC 0.14% Reduce -10.7% 19,345 $2.3M
Capital Investment Counsel, Inc 0.33% Add +1.6% 19,108 $2.2M
International Assets Investment Management, LLC 0.19% Add +10.2% 786,814 $2.2M
Hudson Canyon Capital Management 1.56% No change 18,979 $2.2M
Shaker Investments LLC 1.07% New 18,958 $2.2M
Eisler Capital Management Ltd. 0.07% New 18,951 $2.2M
Coppell Advisory Solutions LLC 0.30% Add +440.2% 4,916 $2.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Reduce -31.9% 18,825 $2.2M
NewEdge Wealth, LLC 0.04% Add +4.4% 18,735 $2.2M
AIA Group Ltd 0.05% Add +49.9% 18,649 $2.2M
Acropolis Investment Management, LLC 0.13% Reduce -0.5% 18,552 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Reduce -1.8% 18,507 $2.2M
McKinley Carter Wealth Services, Inc. 0.13% Reduce -0.8% 18,433 $2.2M
Insight Inv LLC 1.47% Add +0.5% 18,378 $2.1M
Brown Financial Advisors 0.88% Add +16.7% 18,234 $2.1M
Texas Yale Capital Corp. 0.09% Reduce -26.9% 18,230 $2.1M
Brown Brothers Harriman & Co. 0.01% Reduce -7.2% 18,123 $2.1M
Abbot Financial Management, Inc. 1.09% Reduce -0.1% 18,075 $2.1M
JPL Wealth Management, LLC 0.60% Add +2.3% 18,008 $2.1M
Hall Laurie J Trustee 0.75% No change 18,000 $2.1M
Chatham Capital Group, Inc. 0.35% Reduce -10.3% 17,826 $2.1M
Intrust Bank NA 0.20% Add +5.9% 17,730 $2.1M
Freedom Day Solutions, LLC 0.63% Reduce -8.3% 17,709 $2.1M
Strategic Advisors LLC 0.40% Reduce -2.4% 17,648 $2.1M
Oak Asset Management, LLC 0.75% Add +2.6% 17,568 $2.0M
Whittier Trust Co. 0.03% Reduce -0.2% 17,550 $2.0M
King Luther Capital Management Corp. 0.01% Reduce -0.4% 17,529 $2.0M
Koshinski Asset Management, Inc. 0.17% Reduce -11.2% 17,392 $2.0M
Mediolanum International Funds Ltd 0.03% Reduce -86.8% 17,534 $2.0M
Systematic Alpha Investments, LLC 0.08% No change 17,326 $2.0M
Arrow Financial Corp 0.23% Reduce -39.9% 17,258 $2.0M
Profund Advisors LLC 0.09% Reduce -5.2% 17,247 $2.0M
Maven Securities LTD 0.44% Add +96.8% 17,197 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.1% 17,147 $2.0M
Institute for Wealth Management, LLC. 0.26% Reduce -0.8% 17,134 $2.0M
Ironwood Investment Counsel, LLC 0.35% Add +2.2% 17,129 $2.0M
Avestar Capital, LLC 0.19% Add +28.3% 17,047 $2.0M
Talon Private Wealth, LLC 0.27% Add +4224.4% 16,692 $2.0M
Valeo Financial Advisors, LLC 0.06% Add +0.9% 16,892 $2.0M
Syon Capital LLC 0.16% Add +81.2% 16,861 $2.0M
Coastline Trust Co 0.24% Add +3.5% 16,845 $2.0M
Checchi Capital Advisers, LLC 0.14% Add +1.7% 16,744 $2.0M
IFC Advisors LLC 0.41% Reduce -1.9% 16,665 $1.9M
Altman Advisors, Inc. 0.90% Add +1.9% 16,844 $1.9M
Composition Wealth, LLC 0.04% Reduce -2.0% 16,624 $1.9M
Verdence Capital Advisors LLC 0.15% Reduce -4.5% 16,554 $1.9M
Schear Investment Advisers, LLC 1.11% Add +19.5% 16,496 $1.9M
Cullen/Frost Bankers, Inc. 0.03% Add +1.9% 16,423 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +3.4% 16,407 $1.9M
Howland Capital Management LLC 0.08% No change 16,298 $1.9M
Granite Group Advisors, LLC 1.31% Reduce -13.0% 16,205 $1.9M
iA Global Asset Management Inc. 0.03% Reduce -76.9% 16,166 $1.9M
AMG National Trust Bank 0.05% Add +9.1% 16,153 $1.9M
Somerset Trust Co 0.67% Add +4.6% 16,130 $1.9M
Charter Oak Capital Management, LLC 0.17% Add +0.7% 16,098 $1.9M
Sagespring Wealth Partners, LLC 0.05% Add +22.7% 16,009 $1.9M
Cherokee Insurance Co 0.82% No change 16,000 $1.9M
Decatur Capital Management, Inc. 0.97% Add +0.3% 15,996 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -9.1% 15,970 $1.9M
Aspen Grove Capital, LLC 0.36% No change 15,952 $1.9M
Matrix Trust Co 0.31% Reduce -1.7% 15,945 $1.9M
1ST Source Bank 0.11% Add +0.0% 15,928 $1.9M
Trust Investment Advisors 1.19% Add +2.9% 15,827 $1.8M
New England Research & Management, Inc. 0.93% Add +3.3% 15,694 $1.8M
Snowden Capital Advisors LLC 0.06% Reduce -7.0% 15,556 $1.8M
White Pine Capital LLC 0.63% Add +0.8% 15,485 $1.8M
AAFMAA Wealth Management & Trust LLC 0.82% New 15,473 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Add +0.7% 15,429 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.50% Reduce -4.7% 15,416 $1.8M
Community Bank, N.A. 0.24% Reduce -31.8% 15,408 $1.8M
Cookson Peirce & Co. Inc. 0.09% Add +97.9% 15,273 $1.8M
Compound Planning, Inc. 0.08% Add +0.1% 15,230 $1.8M
Prudent Man Advisors, LLC 0.64% Add +0.9% 15,155 $1.8M
SeaCrest Wealth Management, LLC 0.20% Reduce -6.4% 15,145 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Add +3.0% 15,144 $1.8M
Waterfront Wealth Inc. 0.43% Reduce -2.3% 15,132 $1.8M
Insigneo Advisory Services, LLC 0.18% Add +13.1% 15,093 $1.8M
Blue Trust, Inc. 0.02% Add +0.0% 14,974 $1.7M
Mystic Asset Management, Inc. 0.46% Reduce -0.8% 14,945 $1.7M
Aft, Forsyth & Sober, LLC 0.61% Add +1.4% 14,900 $1.7M
Prospera Financial Services Inc 0.04% Add +32.4% 14,873 $1.7M
Nvwm, LLC 0.46% Add +1.7% 14,841 $1.7M
EverSource Wealth Advisors, LLC 0.09% Add +11.8% 14,717 $1.7M
Northcape Wealth Management, LLC 0.55% Reduce -3.6% 14,701 $1.7M
Chesapeake Wealth Management 0.61% Reduce -2.1% 14,688 $1.7M
Capital Investment Advisory Services, LLC 0.15% Add +1.3% 14,666 $1.7M
Krilogy Financial LLC 0.11% Reduce -3.4% 14,662 $1.7M
Dynasty Wealth Management, LLC 0.03% Add +0.8% 14,634 $1.7M
Oddo BHF Asset Management Sas 0.07% Add +106.7% 14,466 $1.7M
Courier Capital LLC 0.11% Reduce -1.5% 14,443 $1.7M
LS Investment Advisors, LLC 0.26% Add +7.2% 14,435 $1.7M
Congress Asset Management Co. 0.01% Reduce -0.7% 14,433 $1.7M
Alberta Investment Management Corp 0.01% Reduce -36.0% 14,400 $1.7M
Galaxy Digital Capital Management GP LLC 2.57% Reduce -46.1% 14,389 $1.7M
Wealthcare Advisory Partners LLC 0.04% Add +373.6% 14,373 $1.7M
Trust Asset Management LLC 0.14% Reduce -6.4% 14,311 $1.7M
Parkside Financial Bank & Trust 0.21% Add +2.7% 14,284 $1.7M
Aventura Private Wealth, LLC 0.86% Add +3.8% 14,104 $1.6M
Trust Co. of Vermont 0.08% Add +4.8% 14,037 $1.6M
Quadcap Wealth Management, LLC 0.24% Add +25.3% 13,985 $1.6M
Qtron Investments LLC 0.24% No change 13,955 $1.6M
AE Wealth Management LLC 0.01% Add +0.2% 13,936 $1.6M
Diligent Investors, LLC 0.40% Reduce -1.8% 13,906 $1.6M
Tocqueville Asset Management L.P. 0.03% Reduce -1.1% 13,890 $1.6M
Atalanta Sosnoff Capital, LLC 0.04% Reduce -97.3% 13,879 $1.6M
TLWM 0.32% Add +1.8% 13,863 $1.6M
Columbia Bank 0.56% Add +1.4% 13,853 $1.6M
NBT Bank, N.A. 0.12% Reduce -2.0% 13,747 $1.6M
Regal Investment Advisors LLC 0.13% Reduce -35.1% 13,630 $1.6M
Garner Asset Management Corp 0.70% Reduce -0.9% 13,624 $1.6M
Ascentis Independent Advisors 0.31% Reduce -0.5% 13,615 $1.6M
Convergence Investment Partners, LLC 0.44% Add +8.3% 13,558 $1.6M
Systematic Financial Management LP 0.04% No change 13,500 $1.6M
Compton Wealth Advisory Group, LLC 0.43% Add +2.4% 13,412 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +12.7% 13,383 $1.6M
Brighton Jones LLC 0.05% Add +4.7% 13,382 $1.6M
Long Run Wealth Advisors, LLC 0.35% Add +19.8% 13,349 $1.6M
Florida Trust Wealth Management Co 0.05% Add +10.6% 13,344 $1.6M
Great Diamond Partners, LLC 0.42% Reduce -6.7% 13,289 $1.6M
Quent Capital, LLC 0.16% Add +7.9% 13,269 $1.5M
Vanguard Capital Wealth Advisors 1.90% Reduce -18.9% 13,261 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Reduce -3.7% 13,114 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +2.2% 13,110 $1.5M
Norden Group LLC 0.18% Reduce -7.6% 13,057 $1.5M
Evoke Wealth, LLC 0.04% Add +4.2% 13,016 $1.5M
Wilkins Investment Counsel Inc. 0.22% Reduce -11.4% 12,949 $1.5M
Smartleaf Asset Management LLC 0.15% Add +8.4% 13,093 $1.5M
Foster & Motley Inc. 0.09% Reduce -8.3% 12,908 $1.5M
Rossmore Private Capital 0.18% Add +7.9% 12,837 $1.5M
AlTi Global, Inc. 0.04% Reduce -6.6% 12,835 $1.5M
Callan Family Office, LLC 0.11% Reduce -49.8% 12,772 $1.5M
Donoghue Forlines LLC 0.47% Add +3.9% 12,758 $1.5M
Radnor Capital Management, LLC 0.25% Add +0.6% 12,699 $1.5M
Procyon Advisors, LLC 0.09% Reduce -12.6% 12,700 $1.5M
Spire Wealth Management 0.05% Add +8.7% 12,668 $1.5M
Clarius Group, LLC 0.09% Reduce -0.8% 12,644 $1.5M
Moss Adams Wealth Advisors LLC 0.16% Add +5.1% 12,639 $1.5M
Supplemental Annuity Collective Trust of NJ 0.46% No change 12,600 $1.5M
Interchange Capital Partners, LLC 0.41% Add +0.1% 12,575 $1.5M
Excalibur Management Corp. 0.58% Reduce -1.9% 12,527 $1.5M
Evelyn Partners Investment Management LLP 0.05% Reduce -1.6% 12,515 $1.5M
Lansing Street Advisors 0.49% Add +0.9% 12,500 $1.5M
First Bank & Trust 0.28% Reduce -1.0% 12,464 $1.5M
Clough Capital Partners L P 0.18% Reduce -57.8% 12,428 $1.4M
Vest Financial, LLC 0.02% Add +73.5% 12,317 $1.4M
VestGen Advisors, LLC 0.07% — 12,277 $1.4M
Bard Financial Services, Inc. 0.17% No change 12,180 $1.4M
Kesler, Norman & Wride, LLC 0.27% Add +87.1% 12,172 $1.4M
Mather Group, Llc. 0.02% Add +7.1% 12,130 $1.4M
Viewpoint Capital Management LLC 0.76% Reduce -1.6% 12,119 $1.4M
Trustmark Bank Trust Department 0.10% Add +20.1% 12,104 $1.4M
Parsons Capital Management Inc. 0.08% Add +3.3% 12,042 $1.4M
Savvy Advisors, Inc. 0.14% Add +4.0% 12,016 $1.4M
SBI Securities Co., Ltd. 0.05% Add +12.6% 11,941 $1.4M
Resurgent Financial Advisors LLC 0.84% Add +55.5% 11,905 $1.4M
J.W. Cole Advisors, Inc. 0.04% Reduce -5.2% 12,093 $1.4M
Farther Finance Advisors, LLC 0.04% Add +33.5% 11,912 $1.4M
Magnus Financial Group LLC 0.13% Reduce -8.9% 11,811 $1.4M
iSAM Funds (UK) Ltd 0.68% New 11,764 $1.4M
Independence Bank of Kentucky 0.21% Reduce -0.9% 11,734 $1.4M
LSV Asset Management 0.00% Add +35.3% 11,696 $1.4M
Principle Wealth Partners LLC 0.10% Add +0.1% 11,640 $1.4M
Delphi Management Inc. 1.38% Reduce -3.7% 11,631 $1.4M
Chemung Canal Trust Co. 0.30% Reduce -3.1% 11,629 $1.4M
Cigna Investments Inc. 0.25% Reduce -3.3% 11,605 $1.4M
Berkshire Asset Management LLC 0.06% Reduce -1.0% 11,342 $1.4M
Wedmont Private Capital 0.07% Add +3.6% 12,398 $1.3M
Twin Capital Management Inc. 0.16% Add +83.3% 11,467 $1.3M
Ar Asset Management Inc. 0.31% No change 11,400 $1.3M
Worth Asset Management, LLC 0.73% Reduce -4.4% 11,390 $1.3M
Beverly Hills Private Wealth, LLC 0.26% Reduce -34.7% 11,344 $1.3M
Longfellow Investment Management Co. LLC 0.32% Add +24.7% 11,299 $1.3M
Parcion Private Wealth LLC 0.11% Add +0.6% 11,271 $1.3M
Mutual Advisors, LLC 0.04% Add +4.8% 11,328 $1.3M
Advisors Preferred, LLC 0.18% New 11,300 $1.3M
Delta Asset Management LLC 0.12% No change 11,102 $1.3M
GTS Securities LLC 0.06% Reduce -0.6% 11,026 $1.3M
Schechter Investment Advisors, LLC 0.11% Reduce -20.4% 11,001 $1.3M
Dempze Nancy E 0.77% Reduce -26.7% 11,000 $1.3M
Choate Investment Advisors 0.03% Reduce -0.3% 10,995 $1.3M
KPP Advisory Services LLC 0.24% Add +36.4% 10,953 $1.3M
Zullo Investment Group, Inc. 0.55% Reduce -0.4% 10,905 $1.3M
Vestmark Advisory Solutions, Inc. 0.03% Add +45.7% 10,898 $1.3M
CenterBook Partners LP 0.08% New 10,872 $1.3M
Centaurus Financial, Inc. 0.08% Add +22.3% 10,782 $1.3M
Carmel Capital Partners, LLC 0.49% Add +15.9% 10,754 $1.3M
WASHINGTON TRUST Co 0.05% Reduce -2.5% 10,714 $1.2M
Mork Capital Management, LLC 0.97% No change 10,670 $1.2M
First Horizon Advisors, Inc. 0.04% Add +0.6% 10,662 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Add +6.7% 10,648 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +2.6% 10,644 $1.2M
CFM Wealth Partners LLC 0.22% Add +0.9% 10,642 $1.2M
Financial Engines Advisors L.L.C. 0.00% Add +0.6% 10,594 $1.2M
Cape Ann Savings Bank 0.77% Reduce -0.2% 10,582 $1.2M
111 Capital 0.24% New 10,571 $1.2M
Dakota Wealth Management 0.03% Reduce -0.2% 10,555 $1.2M
Peoples Financial Services Corp. 0.58% Reduce -4.6% 10,315 $1.2M
Lee Financial Co 0.18% Reduce -12.6% 10,310 $1.2M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -24.6% 10,211 $1.2M
Caption Management, LLC 0.05% New 10,200 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.24% Reduce -1.5% 10,105 $1.2M
Roberts Capital Advisors, LLC 1.03% No change 10,061 $1.2M
Avalon Trust Co 0.09% Reduce -9.1% 10,000 $1.2M
Greenhaven Associates Inc. 0.02% No change 10,000 $1.2M
Buckley Wealth Management, LLC 0.36% Add +2.0% 9,985 $1.2M
Ascent Group, LLC 0.05% Add +217.6% 9,938 $1.2M
Fort Point Capital Partners LLC 0.13% Add +0.2% 9,929 $1.2M
Gallagher Capital Advisors, LLC 0.88% Add +4.2% 9,899 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% Add +11095.5% 9,852 $1.1M
Trust Point Inc. 0.10% Reduce -12.8% 9,812 $1.1M
Net Worth Advisory Group 0.36% Add +19.1% 9,759 $1.1M
BNP Paribas 0.05% Add +13.2% 9,676 $1.1M
Legacy Bridge, LLC 0.63% No change 9,658 $1.1M
Bison Wealth, LLC 0.10% New 9,732 $1.1M
Investors Research Corp 0.24% Add +0.3% 9,583 $1.1M
Arkadios Wealth Advisors 0.04% Add +48.7% 9,567 $1.1M
KLCM Advisors, Inc. 0.13% Reduce -1.8% 9,557 $1.1M
Independent Financial Group, LLC 0.04% Reduce -17.5% 9,543 $1.1M
Relyea Zuckerberg Hanson LLC 0.15% Reduce -16.2% 9,538 $1.1M
Premier Path Wealth Partners, LLC 0.17% Reduce -5.4% 9,527 $1.1M
W Advisors, LLC 0.69% Add +0.9% 9,450 $1.1M
Atlas Legacy Advisors, LLC 0.28% Reduce -0.1% 9,399 $1.1M
Venturi Wealth Management, LLC 0.06% Reduce -15.4% 9,396 $1.1M
Moment Partners, LLC 0.22% No change 9,367 $1.1M
FourThought Financial Partners, LLC 0.11% Reduce -5.9% 9,359 $1.1M
2UniFi Bank 0.71% Reduce -4.4% 8,202 $1.1M
Busey Bank 0.04% Add +5.8% 9,284 $1.1M
TRUE Private Wealth Advisors 0.13% Add +12.6% 9,213 $1.1M
IFP Advisors, Inc 0.03% Add +19.0% 9,193 $1.1M
Portside Wealth Group, LLC 0.17% Add +7.0% 9,155 $1.1M
Howard Capital Management, LLC 0.03% Reduce -10.7% 9,153 $1.1M
Triangle Securities Wealth Management 0.27% Reduce -3.6% 9,099 $1.1M
NCM Capital Management, LLC 0.48% Reduce -5.2% 9,089 $1.1M
Sienna Gestion 0.09% No change 9,346 $1.1M
Verity & Verity, LLC 0.09% Reduce -8.3% 9,063 $1.1M
Retirement Planning Co of New England, Inc. 0.52% Add +0.1% 9,024 $1.1M
First Citizens Financial Corp 0.60% Add +0.3% 9,024 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +11.7% 9,082 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -8.2% 8,988 $1.0M
LVW Advisors, LLC 0.13% Reduce -18.0% 8,984 $1.0M
Texas Capital Bancshares Inc 0.45% Reduce -2.6% 8,970 $1.0M
Nilsine Partners, LLC 0.11% Reduce -1.5% 8,964 $1.0M
Avior Wealth Management, LLC 0.04% Add +1.5% 8,933 $1.0M
Aaron Wealth Advisors LLC 0.12% Add +1.7% 8,907 $1.0M
Pennsylvania Capital Management Inc. 0.38% Add +0.6% 8,867 $1.0M
bLong Financial, LLC 0.92% Reduce -0.1% 8,859 $1.0M
Paladin Wealth, LLC 0.93% Add +9.6% 8,834 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +30.2% 8,809 $1.0M
Buffington Mohr McNeal 0.20% Reduce -23.4% 8,765 $1.0M
Strait & Sound Wealth Management LLC 0.47% Add +50.8% 8,747 $1.0M
Beese Fulmer Investment Management, Inc. 0.09% Reduce -9.9% 8,743 $1.0M
Symphony Financial, Ltd. Co. 0.60% Add +0.1% 9,454 $1.0M
Eastern Bank 0.02% Reduce -0.2% 8,686 $1.0M
E&G Advisors, LLC 0.28% No change 8,710 $1000K
New Vernon Investment Management LLC 1.33% Reduce -69.0% 8,550 $998K
Credit Industriel Et Commercial 0.23% Add +51.8% 8,547 $997K
Gryphon Financial Partners LLC 0.15% Add +27.9% 8,531 $995K
Wedbush Securities Inc. 0.04% Add +28.4% 8,475 $989K
Diversify Advisory Services, LLC 0.06% Reduce -14.7% 8,460 $983K
Orion Capital Management LLC 0.41% Reduce -0.8% 8,390 $979K
Financial Management Professionals, Inc. 0.12% Add +1.0% 8,344 $973K
First Merchants Corp. 0.04% No change 8,327 $972K
Meiji Yasuda Life Insurance Co 0.02% Reduce -3.3% 8,278 $966K
Proficio Capital Partners LLC 0.07% Reduce -1.9% 8,237 $961K
Old National Bancorp 0.03% Reduce -8.2% 8,236 $961K
Sompo Asset Management Co., Ltd. 0.18% Add +18.6% 8,170 $953K
Waverly Advisors, LLC 0.01% Add +23.1% 8,128 $948K
Sage Rhino Capital LLC 0.22% Reduce -1.7% 8,094 $944K
Mission Wealth Management, LP 0.02% Add +15.5% 8,093 $944K
Genesee Capital Advisors, LLC 0.47% Add +6.7% 8,090 $944K
Raab & Moskowitz Asset Management LLC 0.24% Add +17.6% 8,086 $943K
Herold Advisors, Inc. 0.21% Reduce -3.1% 8,062 $941K
Patton Albertson Miller Group, LLC 0.14% Add +0.4% 8,053 $940K
HM Payson & Co. 0.02% Add +10.8% 8,040 $938K
Breakwater Capital Group 0.17% Add +5.7% 8,000 $933K
Parkside Investments, LLC 0.14% Add +33.3% 8,000 $933K
LGT Fund Management Co Ltd. 0.08% Add +10.9% 7,999 $933K
Beacon Bank & Trust 0.23% Reduce -4.2% 7,959 $929K
TigerOak Management, L.L.C. 0.36% No change 7,942 $927K
Advisors Capital Management, LLC 0.01% Reduce -0.4% 7,938 $926K
AlphaQuest LLC 0.10% Add +315.3% 7,932 $925K
Ausdal Financial Partners, Inc. 0.07% Add +57.9% 7,912 $923K
Virtu Financial LLC 0.05% New 7,890 $920K
South Plains Financial, Inc. 0.72% Reduce -2.7% 7,861 $917K
Good Life Advisors, LLC 0.06% Reduce -6.1% 7,850 $916K
US Asset Management LLC 0.87% Add +34.8% 7,832 $914K
Corsair Capital Management, L.P. 0.23% No change 7,814 $912K
Kingsview Wealth Management, LLC 0.02% Add +25.1% 7,804 $910K
Mechanics Financial Corp 0.41% No change 7,788 $909K
Chicago Partners Investment Group LLC 0.03% Reduce -4.5% 7,622 $908K
Cim Investment Management Inc. 0.21% Reduce -0.1% 7,773 $907K
Twinbeech Capital LP 0.02% New 7,766 $906K
Stratos Wealth Advisors, LLC 0.05% Reduce -10.8% 7,761 $905K
Shulman DeMeo Asset Management LLC 0.25% Add +0.4% 7,755 $905K
Charles Schwab Trust Co 0.08% No change 7,723 $901K
Larson Financial Group LLC 0.04% Add +78.3% 7,637 $891K
Operose Advisors LLC 0.29% Add +3.4% 7,607 $888K
Hancock Whitney Corp. 0.03% Add +6.5% 7,587 $885K
Asset Dedication, LLC 0.07% Reduce -9.4% 7,583 $885K
Bull Street Advisors, LLC 0.42% Reduce -1.4% 7,575 $884K
CX Institutional 0.03% Reduce -0.6% 7,561 $882K
Westover Capital Advisors, LLC 0.20% No change 7,530 $879K
CMT Capital Markets Trading GmbH 0.36% New 7,520 $877K
Mark Asset Management LP 0.13% New 7,500 $875K
CVA Family Office, LLC 0.13% Add +3.6% 7,496 $875K
Jamison Private Wealth Management, Inc. 0.13% Add +13.6% 7,454 $870K
Visionary Wealth Advisors 0.05% Add +12.5% 7,423 $866K
Grove Bank & Trust 0.12% Add +16.2% 7,418 $865K
MIdWestOne Financial Group, Inc. 0.12% Add +2.3% 7,386 $862K
Icon Wealth Advisors, LLC 0.07% Reduce -10.1% 7,370 $860K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.10% No change 7,369 $860K
Bank of Stockton 0.27% Reduce -3.9% 7,323 $854K
Rwa Wealth Partners, LLC 0.01% Reduce -5.0% 7,319 $854K
Clarendon Private LLC 0.90% Add +3.1% 7,316 $854K
Perpetual Ltd 0.01% Reduce -3.5% 7,284 $850K
Fortitude Advisory Group L.L.C. 0.61% Add +19.0% 7,857 $847K
Cidel Asset Management Inc. 0.06% Reduce -7.5% 7,237 $844K
Csenge Advisory Group 0.05% Reduce -5.0% 7,720 $843K
North Star Investment Management Corp. 0.06% No change 7,204 $841K
Sage Mountain Advisors LLC 0.06% Add +5.3% 7,200 $840K
LexAurum Advisors, LLC 0.16% Reduce -0.8% 7,179 $838K
Two Sigma Securities, LLC 0.13% New 7,177 $837K
Hartford Funds Management Co LLC 0.08% Reduce -9.2% 7,145 $834K
Graypoint LLC 0.05% Add +1.0% 7,129 $832K
Richards, Merrill & Peterson, Inc. 0.43% Add +14.9% 7,124 $831K
Legacy Advisors, LLC 0.09% Add +9.1% 7,113 $830K
Fieldview Capital Management, LLC 0.12% New 7,098 $828K
Rothschild Investment LLC 0.06% Reduce -11.0% 7,090 $827K
Eads & Heald Wealth Management 0.42% Reduce -0.4% 7,057 $823K
Independent Investors Inc. 0.17% Reduce -6.7% 6,983 $815K
Kingswood Wealth Advisors, LLC 0.07% Reduce -20.7% 6,941 $809K
IFG Advisors, LLC 0.16% No change 6,932 $809K
Catalyst Financial Partners LLC 0.15% Add +2.1% 6,874 $802K
AlphaCore Capital LLC 0.07% Add +26.3% 6,834 $797K
Private Trust Co. NA 0.08% Add +3.1% 6,827 $797K
Signature Estate & Investment Advisors LLC 0.02% Reduce -6.8% 6,811 $795K
Hills Bank & Trust Co 0.06% Reduce -0.2% 6,787 $792K
Empire Financial Management Company, LLC 0.24% Add +2.1% 6,767 $790K
IHT Wealth Management, LLC 0.02% Add +1.3% 6,745 $787K
Affinity Investment Advisors, LLC 0.64% Reduce -0.3% 6,738 $786K
Meridian Investment Counsel Inc. 0.23% No change 6,735 $786K
Polymer Capital Management (US) LLC 0.24% New 6,730 $785K
Triad Wealth Partners, LLC 0.24% Reduce -1.4% 6,729 $785K
Canton Hathaway, LLC 0.16% No change 6,725 $785K
Robotti Robert 0.16% No change 6,715 $783K
Jmac Enterprises LLC 0.19% Add +13.6% 6,700 $782K
Nicolet Advisory Services, LLC 0.08% Reduce -5.6% 7,325 $781K
Personal Cfo Solutions, LLC 0.16% Add +7.9% 6,644 $775K
Johnson Investment Counsel Inc. 0.01% Reduce -1.5% 6,636 $774K
Capital Group Investment Management Pte. LTD. 0.16% No change 6,616 $772K
Lee Danner & Bass Inc. 0.06% Reduce -0.0% 6,614 $772K
Ranch Capital Advisors Inc. 0.37% Add +6.9% 6,611 $771K
Harbor Advisors LLC 0.13% No change 6,608 $771K
T. Rowe Price Investment Management, Inc. 0.00% Add +13.2% 6,595 $770K
Strategic Blueprint, LLC 0.04% Add +1.1% 6,588 $769K
CenterStar Asset Management, LLC 1.10% New 6,554 $766K
Capital Markets Trading UK LLP 0.87% Reduce -60.7% 6,558 $765K
Cornercap Investment Counsel Inc. 0.40% New 6,511 $760K
Everhart Financial Group, Inc. 0.10% Reduce -11.9% 6,499 $758K
Mindset Wealth Management, LLC 0.29% Reduce -10.3% 6,496 $758K
Nicholas Wealth, LLC. 0.79% Reduce -34.8% 6,492 $757K
RFG Advisory, LLC 0.02% Add +184.3% 6,449 $752K
Bank Pictet & Cie (Europe) AG 0.02% Add +10.2% 6,394 $746K
Hamilton Capital, LLC 0.05% Add +1.0% 6,387 $745K
Gladstone Institutional Advisory LLC 0.03% Add +5.9% 6,376 $744K
Somerville Kurt F 0.13% No change 6,375 $744K
Sound View Wealth Advisors Group, LLC 0.06% Add +11.8% 6,363 $742K
Wharton Business Group, LLC 0.03% Reduce -4.4% 6,334 $739K
Davis R M Inc. 0.01% Reduce -9.3% 6,328 $738K
USA Financial Formulas 0.12% Reduce -33.8% 6,289 $734K
Resonant Capital Advisors, LLC 0.05% Add +1.8% 6,272 $732K
Centiva Capital, LP 0.04% Add +161.8% 6,253 $730K
Chicago Wealth Management, Inc. 0.38% No change 6,243 $728K
GeoWealth Management, LLC 0.03% Reduce -49.3% 6,217 $725K
Welch & Forbes LLC 0.01% Reduce -0.3% 6,211 $725K
Elevation Point Wealth Partners, LLC 0.06% Reduce -11.0% 6,202 $724K
Burke & Herbert Bank & Trust Co. 0.17% No change 6,200 $723K
Transatlantique Private Wealth LLC 0.29% Reduce -14.2% 6,197 $723K
Beck Mack & Oliver LLC 0.01% Add +145.0% 6,125 $715K
Scholtz & Company, LLC 0.35% New 6,115 $713K
Alta Advisers Ltd 0.30% Add +48.6% 6,115 $713K
Berger Financial Group, Inc 0.05% Add +4.4% 6,104 $712K
Claro Advisors Inc. 0.10% Reduce -8.2% 6,103 $712K
Rosenblum Silverman Sutton S F Inc. 0.20% Add +1.2% 6,089 $710K
CFS Investment Advisory Services, LLC 0.06% Reduce -3.2% 6,083 $710K
Bridgewater Advisors Inc. 0.06% New 6,109 $710K
PDS Planning, Inc 0.06% Add +7.6% 6,081 $709K
Goldstone Financial Group, LLC 0.11% Add +2.9% 6,064 $708K
Clifford Group, LLC 0.66% Reduce -7.5% 6,063 $707K
Caxton Associates LLP 0.02% — 6,039 $705K
Anchor Investment Management, LLC 0.07% Add +15.9% 6,011 $701K
Legacy Financial Advisors, Inc. 0.12% Reduce -5.5% 6,006 $701K
Eagle Rock Investment Company, LLC 0.12% No change 6,000 $700K
Evergreen Capital Management LLC 0.02% Add +9.8% 5,964 $696K
Beacon Financial Group 0.08% Reduce -14.2% 5,962 $696K
Bridgefront Capital, LLC 0.20% New 5,949 $694K
HBK Sorce Advisory LLC 0.02% Add +7.3% 5,940 $693K
Wealth Alliance, LLC 0.08% Reduce -20.3% 5,925 $691K
Diversify Wealth Management, LLC 0.05% Reduce -2.2% 5,939 $690K
Keel Point, LLC 0.05% Add +12.0% 5,898 $688K
Ramirez Asset Management, Inc. 0.14% No change 5,890 $687K
Bank of New Hampshire 0.18% Reduce -6.9% 5,878 $686K
Perennial Investment Advisors, LLC 0.08% Add +176.6% 5,827 $680K
Sippican Capital Advisors 0.51% Reduce -2.6% 5,795 $676K
Wrapmanager Inc. 0.18% Add +117.7% 5,792 $676K
Shufro Rose & Co. LLC 0.05% Reduce -0.7% 5,789 $675K
Bahl & Gaynor LLC 0.00% Add +8.2% 5,779 $674K
Sunbelt Securities, Inc. 0.06% Reduce -12.7% 5,775 $674K
Western Wealth Management, LLC 0.04% Reduce -9.0% 5,769 $673K
TriaGen Wealth Management LLC 0.24% Reduce -18.4% 5,768 $673K
Readystate Asset Management LP 0.06% New 5,760 $672K
Aljian Capital Management, LLC 0.16% Add +0.8% 5,754 $671K
LM Advisors LLC 0.12% Add +0.3% 5,739 $670K
Nations Financial Group Inc, /Ia/ 0.05% Add +175.8% 5,734 $669K
Arete Wealth Advisors, LLC 0.05% Add +148.6% 12,122 $667K
Mechanics Bank Trust Department 0.09% Add +24.4% 5,700 $665K
Curbstone Financial Management Corp 0.14% Add +1.8% 5,676 $662K
Rehmann Capital Advisory Group 0.04% Add +2.6% 5,665 $661K
Evexia Wealth LLC 0.24% Reduce -0.2% 5,907 $660K
Harfst & Associates, Inc. 0.15% New 5,636 $658K
Kovack Advisors, Inc. 0.07% Reduce -7.5% 5,622 $656K
CWA Asset Management Group, LLC 0.03% Add +7.2% 5,621 $656K
Gibbs Wealth Management 0.16% Add +17.5% 5,617 $655K
Bearing Point Capital, LLC 0.14% Reduce -4.4% 5,603 $654K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -6.3% 5,553 $648K
Inscription Capital, LLC 0.11% — 6,878 $648K
Financial Advocates Investment Management 0.05% Add +125.8% 5,547 $647K
Focus Partners Advisor Solutions, LLC 0.01% Add +9.0% 5,544 $647K
Transamerica Financial Advisors, LLC 0.07% Add +2.7% 5,531 $646K
First Foundation Advisors 0.03% Add +0.4% 5,536 $646K
Chapin Davis, Inc. 0.22% Reduce -0.9% 5,531 $645K
Chase Investment Counsel Corp. 0.24% Reduce -4.3% 5,532 $645K
Marcum Wealth, LLC 0.06% Reduce -1.6% 5,513 $643K
Douglass Winthrop Advisors, LLC 0.01% Add +0.8% 5,508 $643K
Intrua Financial, LLC 0.10% Reduce -23.5% 5,499 $642K
Washburn Capital Management, Inc. 0.42% Reduce -3.5% 5,490 $641K
Destination Wealth Management 0.02% Add +30.5% 5,486 $640K
Financial Advisors, LLC 0.13% No change 5,476 $639K
ICONIQ Capital, LLC 0.01% Add +24.1% 5,458 $637K
Lazari Capital Management, Inc. 0.26% No change 5,447 $636K
Barlow Wealth Partners, LLC 0.08% Add +1.5% 5,464 $634K
Heritage Wealth Advisors 0.03% Reduce -0.1% 5,426 $633K
Canopy Partners, LLC 0.25% Add +0.3% 5,426 $633K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -0.8% 5,419 $632K
Machina Capital S.A.S. 0.19% New 5,403 $630K
Arbor Investment Advisors, LLC 0.09% Reduce -0.5% 5,395 $629K
Raleigh Capital Management Inc. 0.28% Reduce -18.8% 5,395 $629K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +0.2% 5,355 $625K
Daymark Wealth Partners, LLC 0.03% Add +17.9% 5,352 $624K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -7.2% 5,343 $623K
AdvisorNet Financial, Inc 0.05% Add +11.8% 5,340 $623K
Adirondack Trust Co. 0.24% Reduce -2.0% 5,315 $620K
BSW Wealth Partners 0.09% Reduce -19.5% 5,306 $619K
Main Street Financial Solutions, LLC 0.05% Reduce -24.8% 5,303 $619K
Essex Financial Services, Inc. 0.04% Reduce -8.5% 5,300 $618K
Copley Financial Group, Inc. 0.47% Reduce -0.9% 5,265 $614K
Fort Sheridan Advisors LLC 0.09% Add +2.2% 5,256 $613K
1832 Asset Management L.P. 0.00% Reduce -3.0% 5,246 $612K
Legacy Capital Group California, Inc. 0.21% Reduce -1.1% 5,245 $612K
Northern Financial Advisors Inc 0.50% Reduce -1.9% 5,236 $611K
GWN Securities Inc. 0.03% Add +156.8% 4,753 $610K
Integris Wealth Management, LLC 0.17% No change 5,231 $610K
Hexagon Capital Partners LLC 0.12% Add +3.4% 5,218 $609K
Marex Group Ltd 0.01% New 5,218 $609K
L2 Asset Management, LLC 0.12% Add +9.5% 5,205 $607K
Breed's Hill Capital LLC 0.33% Reduce -0.8% 5,196 $606K
Wealth Effects LLC 0.25% Reduce -8.8% 5,175 $604K
Debussy Capital Management LP 0.10% Add +1.3% 5,160 $602K
Gibraltar Capital Management, Inc. 0.13% Reduce -52.5% 5,146 $600K
SlateStone Wealth, LLC 0.06% Reduce -5.3% 5,135 $599K
Bell Bank 0.03% Reduce -3.6% 5,133 $599K
Rogco, LP 0.24% Reduce -0.5% 5,124 $598K
Childress Capital Advisors, LLC 0.17% Add +11.1% 5,124 $598K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.0% 5,108 $596K
Great Lakes Advisors, LLC 0.01% Add +13.5% 5,106 $596K
Campbell & CO Investment Adviser LLC 0.05% Reduce -11.4% 5,105 $596K
Argus Investors' Counsel, Inc. 0.45% Reduce -28.2% 5,100 $595K
Northeast Financial Consultants Inc 0.03% No change 5,085 $593K
Woodmont Investment Counsel LLC 0.04% Add +0.1% 5,085 $593K
Strategic Financial Services, Inc. 0.03% No change 5,082 $593K
First County Bank 0.33% Reduce -3.3% 5,068 $591K
First Dallas Securities Inc. 0.25% No change 5,062 $591K
Blake Schutter Theil Wealth Advisors, LLC 0.67% No change 5,053 $590K
Addison Advisors LLC 0.16% Add +0.2% 5,050 $589K
Cooper Financial Group 0.08% Add +33.4% 5,027 $587K
Lindbrook Capital, LLC 0.05% Reduce -18.4% 5,022 $586K
De Lisle Partners LLP 0.10% No change 5,000 $583K
Angeles Wealth Management, LLC 0.05% Add +11.8% 4,965 $579K
Pinnacle Bancorp, Inc. 0.19% Reduce -8.4% 4,947 $577K
Quilter Plc 0.01% Reduce -48.7% 4,920 $574K
Gsa Capital Partners LLP 0.05% Reduce -44.8% 4,891 $571K
Garda Capital Partners LP 0.32% New 4,869 $568K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,864 $567K
Coign Capital Advisors LLC 0.44% Reduce -7.4% 4,852 $566K
Register Financial Advisors LLC 0.29% Add +0.0% 4,846 $565K
Red Lighthouse Investment Management, LLC 0.23% Add +6.5% 6,002 $565K
Johnson & White Wealth Management, LLC 0.32% Add +1.3% 4,847 $565K
Baron Wealth Management LLC 0.25% Add +5.7% 4,810 $561K
Orca Investment Management, LLC 0.56% No change 4,799 $560K
Harbor Investment Advisory, LLC 0.05% Add +12.0% 4,784 $558K
Texas Bank & Trust Co 0.24% No change 4,784 $558K
Evernest Financial Advisors, LLC 0.20% Reduce -1.5% 4,777 $557K
Connecticut Wealth Management, LLC 0.03% Reduce -1.0% 4,750 $554K
DRW Securities, LLC 0.05% Reduce -48.4% 4,736 $553K
Lebenthal Global Advisors, LLC 0.10% Add +41.6% 4,731 $552K
Beta Wealth Group, Inc. 0.20% Add +4.5% 4,728 $552K
Peoples Bank 0.36% Reduce -5.5% 4,695 $548K
DT Investment Partners, LLC 0.05% No change 4,672 $545K
Moors & Cabot, Inc. 0.03% Reduce -1.3% 4,666 $544K
Fortem Financial Group, LLC 0.21% Add +11.4% 4,658 $543K
Graham Capital Management, L.P. 0.03% New 4,649 $542K
Willner & Heller, LLC 0.50% Add +0.7% 4,633 $540K
Arcataur Capital Management LLC 0.18% Reduce -7.6% 4,627 $540K
Cable Hill Partners, LLC 0.05% Add +1.7% 4,638 $540K
Insight 2811, Inc. 0.27% Reduce -0.9% 4,611 $538K
Arista Wealth Management, LLC 0.13% Reduce -4.5% 4,600 $537K
Ledyard National Bank 0.05% Add +0.1% 4,591 $536K
Ellevest, Inc. 0.04% Reduce -3.1% 4,578 $534K
Forte Capital LLC 0.06% Reduce -2.7% 4,557 $532K
Renaissance Investment Group LLC 0.13% No change 4,550 $531K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -0.0% 4,543 $530K
Asahi Life Asset Management Co., LTD. 0.34% Add +87.6% 4,540 $530K
Autumn Glory Partners, LLC 0.26% Reduce -45.9% 4,535 $529K
Morse Asset Management, Inc 0.13% Add +2.3% 4,524 $528K
Smithfield Trust Co 0.03% No change 4,524 $527K
Payne Capital Management, LLC 0.22% Add +7.5% 4,516 $527K
West Oak Capital, LLC 0.29% No change 4,515 $527K
Empower Advisory Group, LLC 0.00% Add +14.8% 4,515 $527K
CNB Bank 0.27% Reduce -0.1% 4,511 $526K
Teza Capital Management LLC 0.24% Reduce -56.4% 4,508 $526K
Bell & Brown Wealth Advisors, LLC 0.20% Add +0.5% 4,505 $526K
United Bank 0.07% Add +125.0% 4,500 $525K
Powell Investment Advisors, LLC 0.26% Add +0.7% 4,489 $524K
Cornerstone Wealth Management, LLC 0.04% Add +4.8% 4,488 $524K
Flagship Harbor Advisors, LLC 0.03% Add +3.9% 4,480 $523K
Catherine Avery Investment Management LLC 0.46% Reduce -83.4% 4,437 $518K
BankPlus Trust Department 0.17% Add +5.5% 4,429 $517K
DGS Capital Management, LLC 0.14% Add +0.4% 4,426 $516K
Gitterman Wealth Management, LLC 0.14% Add +85.8% 4,408 $515K
Exencial Wealth Advisors, LLC 0.02% Add +2.8% 4,406 $514K
Impact Capital Partners LLC 0.19% Reduce -42.0% 4,403 $514K
Hillsdale Investment Management Inc. 0.03% New 4,400 $513K
N.E.W. Advisory Services LLC 0.04% Add +64.7% 4,398 $513K
Tributary Capital Management, LLC 0.04% Reduce -20.9% 4,385 $512K
GFG Capital, LLC 0.16% Reduce -0.4% 4,347 $507K
Roundview Capital LLC 0.04% Add +3.3% 4,335 $506K
Cyrus J. Lawrence, LLC 1.91% Reduce -93.9% 4,330 $505K
Code Waechter LLC 0.42% Add +38.6% 4,330 $505K
Webster Bank, N. A. 0.06% No change 4,323 $504K
IPG Investment Advisors LLC 0.11% Reduce -1.7% 4,300 $502K
Whittier Trust Co. of Nevada Inc. 0.01% Add +49.1% 4,279 $499K
Knollwood Investment Advisory, LLC 0.05% No change 4,258 $497K
Bay Capital Advisors, LLC 0.41% Reduce -3.5% 4,258 $497K
Topsail Wealth Management, LLC 0.10% Add +5.7% 4,256 $497K
Apriem Advisors 0.06% Reduce -3.0% 4,240 $495K
Salzhauer Michael 0.31% No change 4,225 $493K
MCF Advisors LLC 0.04% Reduce -1.2% 4,220 $492K
KKM Financial LLC 0.21% Reduce -1.3% 4,140 $492K
Millennium Capital Advisors, LLC 0.36% Add +1.8% 4,211 $491K
Ashford Capital Management Inc. 0.06% New 4,210 $491K
3Chopt Investment Partners, LLC 0.13% New 4,209 $491K
Humankind Investments LLC 0.13% Add +2.6% 4,207 $491K
Integrated Quantitative Investments LLC 0.24% New 4,200 $490K
Hudock, Inc. 0.09% Reduce -1.9% 4,189 $489K
Rosenberg Matthew Hamilton 0.12% Add +5.3% 4,174 $487K
Providence First Trust Co 0.20% Reduce -2.8% 4,169 $486K
Baker Avenue Asset Management, LP 0.02% Add +31.0% 4,161 $485K
Fielder Capital Group LLC 0.14% Reduce -27.7% 4,160 $485K
Alliance Wealth Advisors, LLC 0.28% No change 4,133 $482K
Holderness Investments Co. 0.11% Reduce -0.8% 4,132 $482K
Valmark Advisers, Inc. 0.01% Add +5.0% 4,124 $481K
J2 Capital Management Inc 0.44% Reduce -0.7% 4,121 $481K
Park Edge Advisors, LLC 0.13% Add +63.3% 4,117 $480K
Cornerstone Wealth Group, LLC 0.04% Add +7.8% 4,101 $478K
Constitution Capital LLC 0.26% Add +78.3% 4,100 $478K
Park National Corp. 0.02% Reduce -0.0% 4,091 $477K
Riverwater Partners LLC 0.24% Add +4.3% 4,082 $476K
St Germain D J Co. Inc. 0.02% Add +6.7% 4,074 $475K
Silvia McColl Wealth Management, LLC 0.36% Reduce -10.7% 4,071 $475K
X-Square Capital, LLC 0.20% Add +0.0% 4,064 $474K
Jackson Wealth Management, LLC 0.06% New 4,060 $474K
Shepherd Financial Partners LLC 0.06% Add +8.1% 4,052 $473K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +76.4% 4,049 $473K
Calton & Associates, Inc. 0.11% Reduce -11.0% 4,040 $471K
Cromwell Holdings LLC 0.30% No change 4,034 $471K
Allen Investment Management, LLC 0.01% No change 4,034 $471K
TFR Capital, LLC. 0.20% New 4,023 $469K
Souders Financial Advisors 0.07% Add +60.8% 4,019 $469K
Freestone Capital Holdings, LLC 0.02% Add +6.8% 4,012 $468K
OneAscent Financial Services LLC 0.03% New 4,024 $466K
YANKCOM Partnership 0.26% Add +2.8% 3,987 $465K
Quotient Wealth Partners, LLC 0.01% Add +1.9% 3,972 $463K
One Capital Management, LLC 0.02% Add +8.1% 3,944 $460K
Broyhill Asset Management, LLC 0.37% Add +6.8% 3,915 $457K
Continuum Advisory, LLC 0.06% Add +7.5% 3,910 $456K
Allen Capital Group, LLC 0.05% Add +4.2% 3,906 $456K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -0.1% 3,943 $455K
SOL Capital Management CO 0.05% No change 3,875 $452K
Clear Harbor Asset Management, LLC 0.04% Add +14.8% 3,871 $452K
Jackson Creek Investment Advisors LLC 0.14% Add +2.5% 3,866 $451K
Amplius Wealth Advisors, LLC 0.05% Add +0.2% 3,861 $450K
Bank of Nova Scotia Trust Co. 0.05% Reduce -1.5% 3,857 $450K
Integrity Alliance, Llc. 0.02% New 3,850 $449K
Amica Retiree Medical Trust 0.69% Reduce -47.4% 3,850 $449K
RMR Wealth Builders 0.05% Reduce -7.0% 3,843 $448K
First American Trust, FSB 0.04% Reduce -26.4% 3,833 $447K
Segment Wealth Management, LLC 0.03% Add +51.0% 3,825 $446K
Crews Bank & Trust 0.08% No change 3,822 $446K
Opinicus Capital, Inc. 0.39% Add +20.7% 3,813 $445K
Good Steward Wealth Advisors,LLC 0.40% — 3,808 $444K
Cetera Trust Company, N.A 0.28% No change 3,804 $444K
Northstar Advisory Group, LLC 0.29% New 3,801 $443K
Marino, Stram & Associates LLC 0.10% Add +0.0% 3,789 $442K
Mill Creek Capital Advisors, LLC 0.01% Add +8.2% 3,789 $442K
OneAscent Family Office, LLC 0.41% Add +96.1% 3,788 $442K
Bolthouse Investments, LLC 0.46% No change 3,785 $442K
Jacobi Capital Management LLC 0.03% Add +0.4% 3,781 $441K
Signal Advisors Wealth, LLC 0.04% Add +94.7% 3,777 $441K
Bank of Hawaii 0.03% Reduce -23.8% 3,773 $440K
Missouri Trust & Investment Co 0.15% No change 3,750 $438K
Advisor Resource Council 0.04% New 3,896 $437K
Aprio Wealth Management, LLC 0.05% Reduce -6.3% 3,743 $437K
Cary Street Partners Investment Advisory LLC 0.25% Add +5.9% 3,740 $436K
Inspirion Wealth Advisors, LLC 0.06% New 3,738 $436K
Investor's Fiduciary Advisor Network, LLC 0.21% Reduce -21.9% 3,744 $436K
Frisch Financial Group, Inc. 0.12% Add +1.3% 3,740 $436K
Advyzon Investment Management, LLC 0.15% Reduce -12.2% 3,688 $430K
JGP Wealth Management, LLC 0.06% Add +8.5% 3,686 $430K
Voya Financial Advisors, Inc. 0.05% Reduce -9.1% 3,728 $430K
Centric Wealth Management 0.11% No change 3,676 $429K
Journey Strategic Wealth LLC 0.01% Add +10.0% 3,663 $427K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +5.8% 3,658 $427K
Wellington Shields Capital Management, LLC 0.08% No change 3,657 $427K
Wright Investors Service Inc. 0.14% Reduce -9.0% 3,656 $427K
Richard P Slaughter Associates Inc 0.10% Reduce -83.2% 3,645 $425K
First Financial Bank - Trust Division 0.04% Add +3.3% 3,641 $425K
Omnia Family Wealth, LLC 0.18% Add +15.4% 3,623 $423K
Tiemann Investment Advisors, LLC 0.19% Reduce -5.2% 3,621 $422K
Tritonpoint Wealth, LLC 0.04% Add +6.5% 3,616 $422K
Wallace Advisory Group, LLC 0.29% Add +0.8% 3,353 $422K
Manchester Capital Management LLC 0.05% Add +5.6% 3,605 $421K
Weiss Asset Management LP 0.02% Reduce -98.5% 3,582 $418K
Versant Capital Management, Inc 0.07% Add +57.9% 3,579 $418K
Richwood Investment Advisors, LLC 0.35% Reduce -4.7% 3,576 $417K
Wealth Preservation Advisors, LLC 0.30% — 3,574 $417K
Altus Wealth Group LLC 0.19% Add +1.6% 3,531 $412K
Farmers National Bank 0.12% Reduce -0.4% 3,521 $411K
Roehl & Yi Investment Advisors, LLC 0.22% Add +0.6% 3,487 $407K
RVW Wealth, LLC 0.04% New 3,479 $406K
West Family Investments, Inc. 0.15% Add +17.9% 3,478 $406K
Allegheny Financial Group 0.10% Add +25.5% 3,477 $406K
Sentry Investment Management LLC 0.27% Reduce -23.0% 4,008 $404K
Cheviot Value Management, LLC 0.05% New 3,375 $404K
Belpointe Asset Management LLC 0.02% Reduce -53.7% 3,458 $403K
Journey Advisory Group, LLC 0.03% Reduce -1.8% 3,458 $403K
Trueblood Wealth Management, LLC 0.19% Add +12.2% 3,456 $403K
Nwam LLC 0.03% Reduce -3.4% 3,448 $402K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +46.8% 3,436 $401K
Trivium Point Advisory, LLC 0.05% Add +32.7% 3,431 $400K
Davidson Investment Advisors 0.02% No change 3,427 $400K
Community Bank of Raymore 0.32% No change 3,420 $399K
Cohen & Steers, Inc. 0.00% Add +13.1% 3,400 $397K
Sapient Capital LLC 0.01% Reduce -10.8% 3,396 $396K
Waldron Private Wealth LLC 0.02% Reduce -55.8% 3,390 $396K
Aspiriant, LLC 0.01% Add +13.7% 3,366 $393K
HBW Advisory Services LLC 0.06% Add +35.5% 3,348 $391K
Crawford Investment Counsel Inc. 0.01% Add +1.9% 3,346 $390K
Quantum Financial Advisors, LLC 0.06% No change 3,342 $390K
Van Hulzen Asset Management, LLC 0.04% Reduce -3.2% 3,341 $390K
Focus Financial Network, Inc. 0.02% Add +4.0% 3,337 $389K
XY Capital Ltd 0.26% Add +176.6% 3,336 $389K
Severin Investments, LLC 0.39% Add +12.9% 3,333 $389K
Paces Ferry Wealth Advisors, LLC 0.19% Reduce -1.1% 3,319 $387K
Zhang Financial LLC 0.02% Reduce -8.1% 3,310 $386K
Castle Wealth Management LLC 0.15% Reduce -7.8% 3,302 $385K
Pallas Capital Advisors LLC 0.02% Add +9.0% 3,297 $385K
Essex Bank 0.09% Reduce -3.0% 3,293 $384K
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -7.8% 3,290 $384K
Rothschild Wealth LLC 0.11% Add +7.8% 3,285 $383K
Central Pacific Bank - Trust Division 0.06% Reduce -76.4% 3,274 $382K
CYBER HORNET ETFs LLC 0.39% Reduce -1.1% 3,267 $381K
Proathlete Wealth Management LLC 0.14% Add +0.4% 3,255 $380K
Soltis Investment Advisors LLC 0.03% Add +0.6% 3,254 $380K
Gallagher Fiduciary Advisors, LLC 0.01% Add +2.2% 3,253 $379K
American National Bank & Trust 0.04% Add +15.4% 3,240 $378K
Guerra Pan Advisors, LLC 0.30% No change 3,239 $378K
Founders Financial Alliance, LLC 0.09% Add +71.5% 3,237 $378K
E Fund Management Co., Ltd. 0.02% Add +5.2% 3,230 $377K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Reduce -3.1% 3,222 $376K
Ameritas Advisory Services, LLC 0.02% Add +5.4% 3,113 $375K
AA Financial Advisors, LLC 0.09% No change 3,216 $375K
Advisory Alpha, LLC 0.01% Add +24.5% 3,209 $374K
Mason & Associates Inc 0.09% Add +0.8% 3,202 $374K
Performance Wealth Partners, LLC 0.01% Add +6.6% 3,201 $373K
Diversified Enterprises, LLC 0.03% Add +8.2% 3,200 $373K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -3.6% 3,180 $371K
Avantax Planning Partners, Inc. 0.01% Reduce -1.6% 3,180 $371K
Congress Park Capital LLC 0.14% Reduce -4.5% 3,175 $370K
Prosperity Consulting Group, LLC 0.03% Add +5.0% 3,160 $369K
Wimmer Associates 1, LLC 0.19% Reduce -6.0% 2,843 $368K
Easterly Investment Partners LLC 0.03% No change 3,151 $368K
McCarter Private Wealth Services LLC 0.24% Add +24.2% 3,142 $367K
Kingsman Wealth Management, Inc. 0.27% — 3,131 $365K
Key Financial Inc 0.08% Add +0.1% 3,129 $365K
Howard Financial Services, LTD. 0.05% Reduce -2.5% 3,125 $365K
L.M. Kohn & Company 0.10% Reduce -2.5% 3,121 $364K
Waddell & Associates, LLC 0.04% Add +0.2% 3,117 $364K
Ostrum Asset Management 0.02% Reduce -2.6% 3,117 $364K
Strategic Financial Concepts, LLC 0.07% Reduce -32.5% 3,115 $363K
Bedel Financial Consulting, Inc. 0.05% Add +0.0% 3,057 $362K
Summit Securities Group LLC 0.25% Add +106.7% 3,100 $362K
Lockheed Martin Investment Management Co. 0.01% New 3,100 $362K
Associated Banc-Corp 0.01% Add +8.3% 3,097 $361K
Callan Capital, LLC 0.03% Add +40.6% 3,094 $361K
PFG Advisors 0.02% Add +23.2% 3,088 $360K
One Wealth Advisors, LLC 0.05% Add +1.0% 3,085 $360K
Hobbs Group Advisors, LLC 0.14% Add +0.2% 3,081 $359K
Klingman & Associates, LLC 0.02% Add +5.6% 3,076 $359K
Duncker Streett & Co. Inc. 0.07% No change 3,071 $358K
Fulcrum Capital LLC 0.08% Add +5.0% 3,066 $358K
Kathmere Capital Management, LLC 0.03% Add +10.1% 3,066 $358K
Sax Wealth Advisors, LLC 0.03% Add +14.1% 3,062 $357K
SageView Advisory Group, LLC 0.02% Reduce -55.9% 3,060 $357K
O'ROURKE & COMPANY, Inc 0.18% Add +0.4% 3,051 $356K
Waters Parkerson & Co., LLC 0.02% New 3,050 $356K
Five Oceans Advisors 0.17% Add +0.9% 3,049 $356K
Optas, LLC 0.06% Reduce -0.1% 3,049 $356K
Manchester Financial Inc. 0.08% No change 3,043 $355K
Grandfield & Dodd, LLC 0.02% Add +0.1% 3,039 $355K
Harbour Investments, Inc. 0.01% Add +13.2% 3,037 $354K
Watts Gwilliam & Co., LLC 0.08% Reduce -1.6% 3,022 $353K
Partners Wealth Management, LLC 0.40% No change 3,009 $351K
Circle Wealth Management, LLC 0.01% No change 3,002 $350K
Spirit of America Management Corp. 0.07% No change 3,000 $350K
Summit Wealth Group, LLC 0.10% Add +0.4% 2,995 $349K
New Covenant Trust Company, N.A. 0.37% Reduce -3.1% 3,015 $348K
City State Bank 0.11% No change 2,978 $347K
Blue Fin Capital, Inc. 0.07% No change 2,965 $346K
Park Place Capital Corp 0.09% Reduce -8.8% 2,963 $346K
Navis Wealth Advisors, LLC 0.34% No change 2,958 $345K
First Interstate Bank 0.02% Reduce -1.6% 2,953 $345K
Alpha Cubed Investments, LLC 0.02% New 2,950 $344K
Atlantic Union Bankshares Corp 0.02% Reduce -0.3% 2,948 $344K
Seven Mile Advisory 0.23% Add +3.4% 2,945 $344K
Balboa Wealth Partners 0.08% Reduce -22.8% 2,936 $343K
Pathway Financial Advisors LLC 0.06% No change 2,928 $342K
American State Bank (Iowa) 0.20% No change 2,908 $339K
Kennebec Savings Bank 0.36% Reduce -0.1% 2,904 $339K
Legacy Solutions, LLC 0.37% Add +0.2% 2,877 $336K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +53.7% 2,868 $335K
CoreCap Advisors, LLC 0.01% Add +14.9% 2,866 $334K
Ipswich Investment Management Co., Inc. 0.08% No change 2,853 $333K
Fiduciary Family Office, LLC 0.11% New 2,846 $332K
Advisor OS, LLC 0.04% Add +5.7% 2,843 $332K
Auxano Advisors, LLC 0.09% Reduce -5.3% 2,838 $331K
BLB&B Advisors, LLC 0.02% Add +16.7% 2,833 $331K
Fiducient Advisors LLC 0.04% Reduce -2.4% 2,828 $330K
TCFG Wealth Management, LLC 0.17% Reduce -1.8% 2,827 $330K
Oakworth Capital, Inc. 0.02% Reduce -31.4% 2,826 $330K
Cercano Management LLC 0.01% No change 2,812 $328K
Golden State Wealth Management, LLC 0.05% Add +4.3% 2,795 $326K
Winthrop Advisory Group LLC 0.04% New 2,789 $325K
Everpar Advisors LLC 0.17% Reduce -7.9% 2,787 $325K
Legacy Edge Advisors, LLC 0.05% No change 2,784 $325K
Silver Coast Investments LLC 0.12% Add +9.7% 2,772 $323K
Plancorp, LLC 0.01% Add +8.0% 2,762 $322K
Jackson Square Capital, LLC 0.10% Reduce -0.7% 2,741 $320K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +19.9% 2,735 $319K
Harvest Fund Management Co., Ltd 0.02% Reduce -60.5% 2,738 $319K
Camden National Bank 0.05% Reduce -5.3% 2,733 $319K
Meadow Creek Wealth Advisors LLC 0.24% Add +5.9% 2,730 $319K
Central Asset Investments & Management Holdings (HK) Ltd 0.63% Reduce -78.4% 2,721 $317K
Broadleaf Partners, LLC 0.08% No change 2,719 $317K
Lion Street Advisors, LLC 0.10% Add +0.7% 2,711 $316K
Apella Capital, LLC 0.01% New 2,830 $316K
Brandywine Oak Private Wealth LLC 0.03% No change 2,707 $316K
Bluefin Capital Management, LLC 0.26% — 2,700 $315K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% Add +0.7% 2,696 $315K
Tanager Wealth Management LLP 0.04% Add +9.4% 2,688 $314K
Aft, Forsyth & Company, Inc. 0.17% No change 2,685 $313K
Orrstown Financial Services Inc. 0.07% Reduce -22.6% 2,684 $313K
Lane & Associates LLC 0.17% Reduce -7.2% 2,680 $313K
SGL Investment Advisors, Inc. 0.16% Add +30.3% 2,545 $310K
Naviter Wealth, LLC 0.04% Add +3.0% 2,678 $309K
Samalin Investment Counsel, LLC 0.13% Reduce -28.6% 2,646 $309K
Novem Group 0.04% Add +31.9% 2,645 $309K
Austin Private Wealth, LLC 0.03% Add +3.1% 2,639 $308K
Berry Wealth Group, LP 0.24% Add +41.5% 2,630 $307K
Cardinal Point Capital Management ULC 0.03% Reduce -2.6% 2,628 $307K
Kaizen Financial Strategies 0.18% Add +3.4% 2,617 $305K
Claris Financial LLC 0.20% No change 2,423 $305K
Aspen Wealth Strategies, LLC 0.20% No change 2,603 $304K
Sandy Spring Bank 0.01% Reduce -3.1% 2,598 $303K
Bragg Financial Advisors, Inc 0.01% Add +0.1% 2,593 $303K
Hurlow Wealth Management Group, Inc. 0.09% No change 2,593 $303K
Fourpath Capital Management, LLC 0.05% Reduce -24.1% 2,582 $301K
Argent Advisors, Inc. 0.10% Add +16.5% 2,575 $300K
Sivia Capital Partners, LLC 0.14% Reduce -6.3% 2,574 $300K
MBB Public Markets I LLC 0.03% New 2,572 $300K
Sunpointe, LLC 0.16% Reduce -7.8% 2,570 $300K
Lokken Investment Group LLC 0.13% Reduce -14.8% 2,568 $300K
denkapparat Operations GmbH 0.32% Reduce -38.9% 2,560 $299K
Bank of Marin 0.38% Reduce -0.2% 2,548 $297K
IVC Wealth Advisors LLC 0.16% No change 2,535 $296K
Motco 0.03% Add +21.4% 2,529 $295K
Neville Rodie & Shaw Inc. 0.02% No change 2,526 $295K
Flynn Zito Capital Management, LLC 0.14% Reduce -0.1% 2,525 $295K
McLean Asset Management Corp 0.10% Add +1.2% 2,934 $294K
Doheny Asset Management 0.23% No change 2,523 $294K
Fi3 FINANCIAL ADVISORS, LLC 0.12% Add +1.5% 2,520 $294K
Baker Tilly Wealth Management, LLC 0.12% Reduce -0.9% 2,518 $294K
Financial Security Advisor, Inc. 0.07% Reduce -0.2% 2,511 $293K
Pure Financial Advisors, LLC 0.01% Add +25.6% 2,505 $292K
Advus Financial Partners, LLC 0.08% Reduce -5.4% 2,503 $292K
Thrive Wealth Management, LLC 0.06% Reduce -9.7% 2,503 $292K
Versor Investments LP 0.05% Reduce -19.4% 2,500 $292K
Horizon Wealth Management, LLC 0.05% Add +3.9% 2,494 $291K
Apexium Financial, LP 0.02% Reduce -2.8% 2,490 $291K
Enterprise Financial Services Corp 0.17% Reduce -7.0% 2,488 $290K
Sepio Capital, LP 0.02% Reduce -1.0% 2,487 $290K
Phillips Wealth Planners LLC 0.31% Reduce -18.3% 2,681 $290K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 2,473 $288K
Beaumont Financial Advisors, LLC 0.02% Add +14.1% 2,471 $288K
Berkeley Capital Partners, LLC 0.08% Reduce -13.7% 2,465 $288K
Clear Creek Financial Management, LLC 0.03% Add +14.4% 2,465 $288K
Castleview Partners, LLC 0.19% Reduce -4.1% 2,465 $288K
Victory Financial Group, LLC 0.05% New 2,458 $286K
Old North State Trust, LLC 0.18% No change 2,274 $286K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -4.2% 2,447 $286K
River Wealth Advisors LLC 0.04% Reduce -1.6% 2,445 $285K
Prepared Retirement Institute LLC 0.18% Add +0.1% 2,440 $285K
Sachetta, LLC 0.12% Reduce -1.1% 2,432 $284K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -4.4% 2,429 $283K
Boston Trust Walden Corp 0.00% No change 2,423 $283K
BlueStem Wealth Partners, LLC 0.04% Add +2.9% 2,414 $282K
TFB Advisors LLC 0.08% Reduce -3.7% 2,411 $281K
Ellsworth Advisors, LLC 0.07% Reduce -1.6% 2,406 $281K
Firestone Capital Management 0.07% Add +0.1% 2,400 $280K
Cornerstone Advisory, LLC 0.03% Add +20.1% 2,365 $280K
Darden Wealth Group Inc 0.22% No change 2,396 $280K
Accredited Investors Inc. 0.02% Add +0.8% 2,394 $279K
Willow Creek Wealth Management Inc. 0.03% Reduce -8.8% 2,383 $278K
Goldstream Capital Management Ltd 0.19% No change 2,377 $277K
New Hampshire Trust 0.06% Add +8.0% 2,364 $276K
Obermeyer Wealth Partners 0.01% Add +12.0% 2,364 $276K
Global Strategic Investment Solutions, LLC 0.03% No change 2,359 $275K
Measured Wealth Private Client Group, LLC 0.09% Reduce -43.8% 2,354 $275K
Van Strum & Towne Inc. 0.09% New 2,340 $273K
Primoris Wealth Advisors, LLC 0.21% Add +1.3% 2,335 $272K
Rockingstone Advisors LLC 0.12% Add +36.1% 2,335 $272K
OmniStar Financial Group, Inc. 0.21% Reduce -84.7% 2,318 $272K
Newman Dignan & Sheerar, Inc. 0.07% No change 2,328 $272K
Ariadne Wealth Management, LP 0.14% Reduce -14.4% 2,209 $271K
Pines Wealth Management, LLC 0.13% Reduce -16.0% 2,701 $271K
Equitable Trust Co. 0.01% Reduce -11.0% 2,320 $271K
Intergy Private Wealth, LLC 0.10% Reduce -4.8% 2,311 $270K
Prairie Wealth Advisors, Inc. 0.13% No change 2,300 $268K
Alta Wealth Advisors LLC 0.12% Add +10.9% 2,299 $268K
1834 Investment Advisors Co. 0.03% Reduce -44.4% 2,295 $268K
True Link Financial Advisors, LLC 0.02% New 2,294 $268K
Means Investment Co., Inc. 0.03% Reduce -1.3% 2,290 $267K
Florida Financial Advisors, LLC 0.11% Add +23.0% 2,289 $267K
SLT Holdings LLC 0.26% No change 2,284 $266K
Central Bank & Trust Co. 0.04% Reduce -3.2% 2,267 $264K
Veracity Capital LLC 0.10% Reduce -16.1% 2,266 $264K
Wedge Capital Management L L P 0.01% Add +14.4% 2,260 $264K
FDx Advisors, Inc. 0.09% Reduce -12.9% 2,247 $262K
Maxele Advisors, LLC 0.25% Reduce -1.3% 2,245 $262K
MJP Associates Inc. 0.05% Add +1.0% 2,245 $262K
Genesis Private Wealth, LLC 0.14% Reduce -15.2% 2,234 $261K
Capula Management Ltd 0.00% Add +256.0% 2,232 $260K
May Hill Capital, LLC 0.10% Add +0.9% 2,224 $260K
Hemington Wealth Management 0.04% Add +3.6% 2,220 $259K
Luts & Greenleigh Group, Inc. 0.26% Add +1.2% 2,215 $258K
Jacobsen Capital Management 0.11% Add +4.2% 2,212 $258K
Monterey Private Wealth, Inc. 0.08% No change 2,207 $257K
Montz Harcus Wealth Management LLC 0.14% Reduce -0.4% 2,207 $257K
Groesbeck Investment Management Corp. 0.36% No change 2,200 $257K
Wealth Dimensions Group, Ltd. 0.06% Reduce -3.0% 2,203 $257K
Alteri Wealth LLC 0.11% Reduce -9.5% 2,194 $256K
Mosaic Financial Group, LLC 0.21% Reduce -14.0% 2,194 $256K
Sunflower Bank, N.A. 0.07% Reduce -1.0% 2,194 $256K
Elyxium Wealth, LLC 0.11% New 2,187 $255K
Tradition Wealth Management, LLC 0.02% Add +14.7% 2,181 $254K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +601.3% 2,181 $254K
Wilkinson Global Asset Management LLC 0.02% Reduce -21.6% 2,174 $254K
Eagle Strategies LLC 0.04% Reduce -13.2% 2,172 $253K
Balefire, LLC 0.09% New 2,172 $253K
Bouchey Financial Group, Ltd. 0.02% Reduce -2.6% 2,167 $253K
Maripau Wealth Management LLC 0.14% New 2,166 $253K
Bangor Savings Bank 0.02% Reduce -16.5% 2,165 $253K
Welch Group, LLC 0.01% Reduce -4.1% 2,187 $252K
CHICAGO TRUST Co NA 0.05% Reduce -2.0% 2,159 $252K
WealthShield Partners, LLC 0.03% New 2,159 $252K
Warther Private Wealth, LLC 0.08% Add +2.0% 2,157 $252K
Naples Global Advisors, LLC 0.02% Add +23.9% 2,148 $251K
Y.D. More Investments Ltd 0.02% Add +11.0% 2,147 $250K
Fairscale Capital, LLC 0.23% No change 2,145 $250K
Gries Financial LLC 0.05% Reduce -89.6% 2,139 $250K
Macroview Investment Management LLC 0.23% Add +1.2% 2,136 $249K
Peak Planning Group, LLC 0.10% No change 2,135 $249K
Everett Harris & Co. 0.00% No change 2,134 $249K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +23.9% 2,126 $248K
Capital Advisors, Ltd. LLC 0.03% Add +0.8% 2,116 $247K
Virtus Advisers, LLC 0.16% New 2,100 $245K
Cadence Bank 0.02% Add +8.4% 2,099 $245K
Iron Gate Global Advisors LLC 0.03% Add +0.2% 2,097 $245K
Silverlake Wealth Management LLC 0.09% Add +3.3% 2,093 $244K
Glen Eagle Advisors, LLC 0.04% Reduce -0.5% 2,089 $244K
First Business Financial Services, Inc. 0.02% Add +18.3% 2,084 $243K
Adero Partners, LLC 0.02% Add +6.7% 2,083 $243K
Boyd Watterson Asset Management LLC 0.08% Reduce -0.1% 2,080 $243K
Brown Capital Management LLC 0.01% Reduce -35.1% 2,069 $241K
Investment Partners, LTD. 0.10% Add +0.1% 2,067 $241K
SMART Wealth LLC 0.09% New 2,062 $241K
Smallwood Wealth Investment Management, LLC 0.15% Reduce -0.1% 2,058 $240K
North Star Asset Management Inc. 0.01% Reduce -1.0% 2,057 $240K
Krane Funds Advisors LLC 0.01% Add +9.9% 2,053 $240K
Ethos Financial Group, LLC 0.02% No change 1,903 $239K
LCNB Corp. 0.09% No change 2,050 $239K
Family Manage LLC 0.04% Add +5.1% 2,050 $239K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.8% 2,045 $239K
BKM Wealth Management, LLC 0.10% Reduce -0.1% 2,037 $238K
Leith Wheeler Investment Counsel Ltd. 0.02% New 2,036 $238K
Leeward Financial Partners, LLC 0.09% New 2,029 $237K
Mayfair Advisory Group, LLC 0.14% Reduce -9.5% 2,027 $236K
Bryn Mawr Trust Advisors, LLC 0.01% Add +7.6% 2,018 $235K
Consolidated Portfolio Review Corp 0.04% New 2,014 $235K
Bordeaux Wealth Advisors LLC 0.04% Reduce -5.0% 2,014 $235K
Deseret Mutual Benefit Administrators 0.12% Reduce -7.7% 2,004 $234K
Investment Partners Asset Management, Inc. 0.18% Reduce -0.7% 2,000 $233K
Merrion Investment Management Co, LLC 0.17% No change 2,000 $233K
Interactive Financial Advisors, Inc. 0.12% No change 2,000 $233K
Koss-Olinger Consulting, LLC 0.02% New 1,997 $233K
Shell Asset Management Co. 0.01% Reduce -13.1% 1,996 $233K
Modern Wealth Management, LLC 0.01% Add +8.9% 1,994 $233K
Alexis Investment Partners, LLC 0.11% Reduce -38.0% 1,994 $233K
Osborne Partners Capital Management, LLC 0.01% No change 1,990 $232K
King Wealth Management Group 0.04% Add +12.4% 1,990 $232K
Capital Square, LLC 0.14% Reduce -5.3% 1,986 $232K
TruWealth Advisors, LLC 0.01% Add +0.1% 1,986 $232K
Birch Hill Investment Advisors LLC 0.01% Reduce -4.8% 1,971 $230K
Mirador Capital Partners LP 0.04% Add +2.8% 1,970 $230K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -0.8% 1,969 $230K
Blue Bell Private Wealth Management, LLC 0.04% Add +0.5% 1,961 $229K
Caliber Wealth Management, LLC / KS 0.03% — 1,955 $228K
Norway Savings Bank 0.13% Reduce -3.2% 1,953 $228K
Nichols & Pratt Advisers LLP 0.02% No change 1,945 $227K
Beacon Financial Advisory LLC 0.07% Add +14.2% 1,944 $227K
STAR Financial Bank 0.17% Reduce -8.3% 1,938 $226K
Clayton Financial Group LLC 0.08% No change 1,937 $226K
Valley National Advisers Inc. 0.04% Add +11.3% 1,935 $225K
Kanawha Capital Management LLC 0.02% Add +0.6% 1,926 $225K
Binnacle Investments Inc 0.16% — 1,921 $224K
United Community Bank 0.08% Add +4.7% 1,914 $223K
Running Point Capital Advisors, LLC 0.07% Add +5.6% 1,914 $223K
Ssi Investment Management LLC 0.09% Reduce -0.1% 1,912 $223K
Davis Investment Partners, LLC 0.10% Add +23.7% 2,040 $223K
Integrated Investment Consultants, LLC 0.04% Add +1.7% 1,897 $221K
Wealth Management Associates, Inc. 0.09% No change 1,894 $221K
Gemmer Asset Management LLC 0.02% New 1,888 $220K
GM Advisory Group, LLC 0.01% Add +7.1% 1,885 $220K
Palisades Hudson Asset Management, L.P. 0.10% No change 1,878 $219K
Chicago Capital, LLC 0.01% Reduce -19.1% 1,875 $219K
Graves Light Lenhart Wealth, Inc. 0.03% Add +8.8% 1,874 $219K
LJI Wealth Management, LLC 0.04% No change 1,871 $218K
Atlas Capital Advisors Inc. 0.03% No change 1,871 $218K
Flaharty Asset Management, LLC 0.03% Add +3.6% 1,867 $218K
Bingham Private Wealth, LLC 0.23% Add +6.0% 1,867 $218K
GHP Investment Advisors, Inc. 0.01% No change 1,866 $218K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -5.0% 1,863 $217K
Gold Investment Management Ltd. 0.09% No change 1,856 $217K
Headinvest, LLC 0.04% No change 1,854 $216K
Lavaca Capital LLC 0.10% Add +0.7% 1,850 $216K
Brucke Financial, Inc. 0.19% Add +13.3% 1,869 $216K
Athena Investment Management 0.13% Reduce -1.0% 1,845 $215K
Canvas Wealth Advisors, LLC 0.06% Add +2.5% 1,949 $215K
Armstrong Advisory Group, Inc. 0.02% No change 1,709 $215K
ProVise Management Group, LLC 0.02% Add +0.1% 1,834 $214K
Sabal Trust CO 0.01% Add +8.5% 1,833 $214K
ARS Investment Partners, LLC 0.02% No change 1,700 $214K
Pflug Koory, LLC 0.12% No change 1,824 $213K
Cypress Capital Group 0.03% Reduce -62.9% 1,822 $213K
Goldstein Advisors, LLC 0.03% Reduce -7.8% 1,816 $212K
Abel Hall, LLC 0.13% New 1,813 $212K
Private Advisory Group LLC 0.02% New 1,811 $211K
Manhattan West Asset Management, LLC 0.05% New 1,807 $211K
Accurate Wealth Management, LLC 0.04% New 1,924 $211K
Riggs Asset Managment Co. Inc. 0.06% Add +2.9% 1,805 $211K
Entruity Wealth, LLC 0.20% No change 1,800 $210K
Neumann Capital Management, LLC 0.07% No change 1,800 $210K
Reik & Co., LLC 0.05% No change 1,800 $210K
Sterling Financial Group, Inc. 0.08% No change 1,789 $209K
JB Capital LLC 0.01% Add +0.9% 1,787 $209K
R Squared Ltd 0.22% Add +219.1% 1,787 $208K
Fragasso Financial Advisors Inc 0.02% New 1,786 $208K
Manske Wealth Management 0.08% New 1,784 $208K
Centurion Wealth Management LLC 0.07% No change 1,653 $208K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -4.1% 1,781 $208K
Johnson Financial Group, Inc. 0.01% Reduce -7.4% 1,776 $207K
Acorn Creek Capital LLC 0.10% Reduce -1.5% 1,772 $207K
WealthTrust Axiom LLC 0.06% No change 1,770 $207K
RKL Wealth Management LLC 0.02% Add +0.1% 1,769 $206K
Tyche Wealth Partners LLC 0.04% Reduce -0.1% 1,768 $206K
CM Wealth Advisors LLC 0.07% No change 1,766 $206K
Goelzer Investment Management, Inc. 0.01% New 1,764 $206K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -6.8% 1,755 $205K
Keebeck Wealth Management 0.03% Add +5.8% 1,755 $205K
Cozad Asset Management Inc. 0.02% Reduce -3.8% 1,755 $205K
Massachusetts Wealth Management 0.14% Add +9.4% 1,752 $204K
Godsey & Gibb, Inc. 0.02% No change 1,750 $204K
NBW Capital LLC 0.05% Reduce -10.5% 1,748 $204K
Family Firm, Inc. 0.05% Reduce -13.5% 1,747 $204K
Lewis Asset Management, LLC 0.17% Reduce -1.1% 1,744 $203K
Simplicity Wealth,LLC 0.02% New 1,740 $203K
Grunden Financial Advisory, Inc. 0.10% No change 1,740 $203K
Antonelli Financial Advisors, LLC 0.16% Reduce -27.3% 1,739 $203K
Hoxton Planning & Management, LLC 0.08% Reduce -12.0% 1,739 $203K
Bank Ozk 0.08% No change 1,736 $203K
Revolve Wealth Partners, LLC 0.03% New 1,736 $203K
Lifestyle Asset Management, Inc. 0.11% Add +0.3% 1,735 $202K
Granite Harbor Advisors, Inc. 0.11% New 1,735 $202K
Maltin Wealth Management, Inc. 0.10% Reduce -2.9% 1,734 $202K
Secure Asset Management, LLC 0.04% New 1,733 $202K
Rise Advisors, LLC 0.09% Reduce -0.8% 1,730 $202K
Precedent Wealth Partners, LLC 0.06% Reduce -6.7% 1,729 $202K
Werba Rubin Papier Wealth Management 0.04% Reduce -1.3% 1,722 $201K
Titleist Asset Management, LLC 0.02% Reduce -22.9% 1,721 $201K
Lantz Financial LLC 0.05% Reduce -10.2% 1,720 $201K
Allium Financial Advisors, LLC 0.18% — 1,718 $200K
Weatherly Asset Management L. P. 0.02% Reduce -4.7% 1,715 $200K
Hazlett, Burt & Watson, Inc. 0.08% Add +14.4% 1,597 $187K
Game Plan Financial Advisors, LLC 0.11% No change 1,600 $187K
Ransom Advisory, Ltd 0.09% No change 1,594 $186K
Twin Tree Management, LP 0.00% Reduce -99.0% 1,586 $185K
Piscataqua Savings Bank 0.16% Add +5.3% 1,574 $184K
TFC Financial Management, Inc. 0.03% Add +351.4% 1,553 $181K
Bruce G. Allen Investments, LLC 0.14% Reduce -9.5% 1,539 $180K
Brown, Lisle/Cummings, Inc. 0.05% Add +2.0% 1,533 $179K
Private Wealth Asset Management, LLC 0.03% — 1,528 $178K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,500 $175K
Colonial Trust Co / SC 0.03% Add +51.1% 1,443 $168K
eCIO, Inc. 0.07% — 1,438 $168K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +32.3% 1,435 $167K
Resources Management Corp. /CT/ 0.02% Add +16.5% 1,415 $165K
Indiana Trust & Investment Management Co 0.06% No change 1,394 $163K
Longview Financial Advisors LLC 0.11% No change 1,383 $161K
Silvant Capital Management LLC 0.01% No change 1,357 $158K
Global Financial Private Client, LLC 0.06% Add +3.0% 1,334 $156K
GPS Wealth Strategies Group, LLC 0.02% Add +10.0% 1,334 $156K
Howard Capital Management Group, LLC 0.01% No change 1,316 $154K
Alpine Bank Wealth Management 0.02% — 1,260 $147K
Silver Oak Securities, Incorporated 0.01% Add +0.2% 1,240 $143K
Royal Fund Management, LLC 0.02% Reduce -7.8% 1,211 $141K
West Paces Advisors Inc. 0.03% No change 1,210 $141K
Robinswood Financial LLC 0.05% Add +20.3% 1,203 $140K
Compass Wealth Management LLC 0.04% No change 1,184 $138K
Sherman Asset Management, Inc. 0.13% Reduce -0.7% 1,162 $136K
Bogart Wealth, LLC 0.01% Add +4.9% 1,162 $136K
Paladin Advisory Group, LLC 0.11% No change 1,156 $135K
Rakuten Securities, Inc. 0.07% Reduce -56.1% 1,134 $132K
Sound Income Strategies, LLC 0.01% Add +4.0% 1,116 $130K
Whipplewood Advisors, LLC 0.08% Add +24340.5% 282,043 $130K
General Partner, Inc. 0.08% No change 1,107 $129K
Millstone Evans Group, LLC 0.09% No change 1,083 $126K
Farmers & Merchants Investments Inc. 0.00% Add +22.0% 1,081 $126K
Clearstead Trust, LLC 0.03% Reduce -10.2% 1,078 $126K
Chesapeake Asset Management LLC 0.12% Add +23.2% 1,069 $125K
Thompson Investment Management, Inc. 0.02% Add +0.2% 1,069 $125K
PSI Advisors, LLC 0.04% No change 1,068 $125K
Carolinas Wealth Consulting LLC 0.03% Add +0.8% 1,067 $124K
Creekmur Asset Management LLC 0.03% No change 1,027 $120K
SOA Wealth Advisors, LLC. 0.02% Add +0.1% 1,020 $119K
Accredited Wealth Management, LLC 0.10% No change 1,014 $118K
1248 Management, LLC 0.05% New 1,009 $118K
Dakota Community Bank & Trust NA 0.57% Add +4.7% 1,006 $117K
Future Financial Wealth Managment LLC 0.09% No change 1,000 $117K
Centennial Bank 0.06% No change 1,000 $117K
Monetary Management Group Inc. 0.03% No change 1,000 $117K
Citizens National Bank Trust Department 0.02% No change 1,000 $117K
Silicon Valley Capital Partners 0.02% Add +450.3% 1,007 $116K
Beutel, Goodman & Co Ltd. 0.00% New 1,000 $116K
Caldwell Sutter Capital, Inc. 0.05% Reduce -6.6% 975 $114K
HHM Wealth Advisors, LLC 0.02% Add +22.7% 966 $113K
Tsfg, LLC 0.02% Add +60.4% 948 $111K
Marshall & Sterling Wealth Advisors Inc. 0.07% Add +72.3% 944 $110K
First Financial Corp. 0.05% Reduce -21.5% 925 $108K
Gleason Group, Inc. 0.02% Add +0.7% 925 $108K
MV Capital Management, Inc. 0.01% Add +0.3% 922 $108K
Pension & Wealth Management Advisors, Inc. 0.04% Add +18.8% 917 $107K
Hartford Financial Management Inc. 0.02% Add +5.3% 915 $107K
Covestor Ltd 0.07% Reduce -18.4% 905 $106K
Hollencrest Capital Management 0.00% Add +0.2% 891 $104K
Financial Life Planners 0.10% Add +0.6% 887 $103K
J.Safra Asset Management Corp 0.01% Reduce -11.2% 870 $102K
Washington Trust Advisors, Inc. 0.01% Reduce -4.8% 855 $100K
Atticus Wealth Management, LLC 0.03% No change 850 $99K
Cedar Mountain Advisors, LLC 0.02% Reduce -0.9% 849 $99K
Riverview Trust Co 0.10% Reduce -2.4% 841 $98K
Curio Wealth, LLC 0.05% Reduce -99.2% 2 $98K
Ascentis Wealth Management, LLC 0.03% Add +2676.7% 833 $96K
Hanson & Doremus Investment Management 0.01% No change 811 $95K
Activest Wealth Management 0.03% Add +64.0% 805 $94K
SRH Advisors, LLC 0.03% Add +0.6% 801 $93K
PARK CIRCLE Co 0.08% No change 800 $93K
Optimum Investment Advisors 0.04% Reduce -38.5% 800 $93K
Ameliora Wealth Management Ltd. 0.03% No change 792 $92K
VSM Wealth Advisory, LLC 0.03% Add +0.1% 780 $91K
Cranbrook Wealth Management, LLC 0.02% Add +7.8% 779 $91K
Trust Co 0.01% No change 755 $88K
Ogorek Anthony Joseph /NY/ 0.03% Add +39.1% 761 $88K
Plante Moran Financial Advisors, LLC 0.01% Add +20.5% 753 $88K
Cooksen Wealth, LLC 0.09% New 903 $85K
Gen-Wealth Partners Inc 0.04% No change 720 $84K
Sierra Ocean, LLC 0.07% Add +40.8% 718 $84K
Wellington Shields & Co., LLC 0.03% Add +73.8% 711 $83K
Nalls Sherbakoff Group, LLC 0.07% — 702 $82K
Wayfinding Financial, LLC 0.03% New 684 $79K
JFS Wealth Advisors, LLC 0.01% Reduce -0.1% 677 $79K
Kozak & Associates, Inc. 0.02% Add +0.6% 717 $78K
Hager Investment Management Services, LLC 0.05% Reduce -1.3% 661 $77K
Evelyn Partners Asset Management Ltd 0.02% No change 653 $76K
Union Savings Bank 0.04% No change 649 $76K
Meeder Asset Management Inc. 0.01% Add +106.8% 641 $75K
Osterweis Capital Management Inc. 0.00% Add +2.6% 602 $70K
Bell Investment Advisors, Inc 0.01% No change 601 $70K
Groupe la Francaise 0.00% New 574 $68K
Runnymede Capital Advisors, Inc. 0.07% No change 585 $68K
Horrell Capital Management, Inc. 0.03% No change 583 $68K
Fortitude Family Office, LLC 0.02% Reduce -14.2% 576 $67K
MeadowBrook Investment Advisors LLC 0.06% No change 575 $67K
Semmax Financial Advisors Inc. 0.02% No change 544 $67K
First United Bank & Trust 0.02% No change 568 $66K
Itau Unibanco Holding S.A. 0.00% Reduce -34.6% 564 $66K
Richardson Financial Services Inc. 0.05% Add +21.3% 564 $66K
Bfsg, LLC 0.01% No change 560 $65K
Murphy & Mullick Capital Management Corp 0.06% Add +8.1% 548 $64K
Hantz Financial Services, Inc. 0.00% New 540 $63K
Creative Financial Designs Inc. 0.01% Add +17.1% 534 $62K
Quarry LP 0.02% Add +84.1% 532 $62K
Aviso Financial Inc. 0.00% No change 500 $58K
Headlands Technologies LLC 0.01% New 489 $57K
Saudi Central Bank 0.29% New 475 $55K
Salomon & Ludwin, LLC 0.01% Add +533.3% 475 $55K
Prestige Wealth Management Group LLC 0.01% No change 470 $55K
Accordant Advisory Group Inc 0.05% No change 470 $55K
Eukles Asset Management 0.02% Reduce -33.2% 466 $54K
WPG Advisers, LLC 0.05% Reduce -14.9% 455 $53K
FSA Wealth Management LLC 0.02% Add +0.2% 450 $53K
Provenance Wealth Advisors, LLC 0.01% No change 443 $52K
NewSquare Capital LLC 0.00% Add +871.1% 437 $51K
Sittner & Nelson, LLC 0.02% Reduce -15.1% 433 $51K
Roxbury Financial LLC 0.05% Add +0.8% 368 $49K
Twin Lakes Capital Management, LLC 0.03% Reduce -43.3% 408 $48K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.8% 396 $46K
Flagship Wealth Advisors, LLC 0.02% No change 396 $46K
IMA Advisory Services, Inc. 0.01% New 388 $45K
Realta Investment Advisors 0.02% Reduce -7.1% 377 $44K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 377 $44K
TruNorth Capital Management, LLC 0.01% Add +1123.3% 367 $43K
North Capital, Inc. 0.04% — 365 $43K
Essex Investment Management Co. LLC 0.01% No change 363 $42K
ESL Trust Services, LLC 0.01% No change 360 $42K
Financial Network Wealth Advisors LLC 0.05% Add +26.7% 356 $42K
Cornerstone Planning Group LLC 0.01% Add +185.3% 368 $41K
Park Square Financial Group, LLC 0.03% Reduce -2.8% 353 $41K
DHJJ Financial Advisors, Ltd. 0.02% No change 338 $39K
Tortoise Investment Management, LLC 0.00% Reduce -67.3% 333 $39K
Beaird Harris Wealth Management, LLC 0.00% No change 330 $39K
West Branch Capital LLC 0.01% Reduce -74.6% 329 $38K
Laurel Wealth Advisors LLC 0.01% No change 323 $38K
Painted Porch Advisors LLC 0.02% Reduce -13.9% 317 $37K
Main Street Group, LTD 0.02% Add +28.4% 307 $36K
Transce3nd, LLC 0.02% No change 302 $35K
Maryland Capital Advisors Inc. 0.02% No change 300 $35K
ORG Partners LLC 0.01% Add +73.6% 302 $35K
Physician Wealth Advisors, Inc. 0.01% Add +1.4% 297 $35K
Ancora Advisors LLC 0.00% Add +12.5% 297 $35K
Stonebridge Financial Group, LLC 0.00% Add +3.6% 291 $34K
Miller Wealth Advisors, LLC 0.02% No change 285 $33K
Byrne Asset Management LLC 0.03% Reduce -8.1% 284 $33K
Medallion Wealth Advisors, LLC 0.01% Add +0.7% 285 $33K
Wood Tarver Financial Group, LLC 0.01% No change 275 $32K
Crowley Wealth Management, Inc. 0.03% No change 273 $32K
Iron Horse Wealth Management, LLC 0.01% Add +46.1% 266 $31K
Bank & Trust Co 0.03% No change 265 $31K
Hopwood Financial Services, Inc. 0.02% Add +50.0% 264 $31K
Solstein Capital, LLC 0.02% No change 256 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 255 $30K
Garde Capital, Inc. 0.00% New 254 $30K
Davis Capital Management 0.02% Reduce -8.2% 246 $29K
Glass Jacobson Investment Advisors llc 0.01% No change 227 $29K
MorganRosel Wealth Management, LLC 0.01% New 232 $27K
Banque Transatlantique SA 0.00% Reduce -68.5% 230 $27K
Ruedi Wealth Management, Inc. 0.01% No change 221 $26K
IAG Wealth Partners, LLC 0.00% No change 219 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 210 $25K
CBIZ Investment Advisory Services, LLC 0.00% Add +111.0% 211 $25K
Bayforest Capital Ltd 0.01% New 206 $24K
Opal Wealth Advisors, LLC 0.01% New 202 $24K
Estabrook Capital Management 0.00% No change 200 $23K
Peoples Bank 0.02% No change 200 $23K
Bare Financial Services, Inc 0.01% No change 199 $23K
Cloud Capital Management, LLC 0.02% — 203 $23K
TrinityBridge Ltd 0.00% No change 200 $23K
Kathleen S. Wright Associates Inc. 0.01% No change 192 $22K
Cherry Tree Wealth Management, LLC 0.01% Add +69.6% 190 $22K
Archer Investment Corp 0.01% Add +0.5% 190 $22K
Noble Wealth Management PBC 0.02% No change 189 $22K
Evelyn Partners Investment Management Services Ltd 0.00% No change 185 $22K
Beacon Capital Management, LLC 0.00% Add +10.2% 183 $21K
Broadwater Capital Management LLC 0.02% No change 183 $21K
Aspect Partners, LLC 0.01% Add +1.1% 179 $21K
Private Wealth Management Group, LLC 0.01% No change 178 $21K
Colonial Trust Advisors 0.00% No change 176 $21K
True Wealth Design, LLC 0.01% Add +76.0% 176 $21K
Highline Wealth Partners LLC 0.01% Add +31.6% 175 $20K
Red Tortoise LLC 0.01% No change 174 $20K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -24.6% 172 $20K
Abound Wealth Management 0.01% Reduce -17.6% 159 $19K
Morton Brown Family Wealth, LLC 0.01% Add +31.4% 155 $18K
First PREMIER Bank 0.00% No change 156 $18K
Olistico Wealth, LLC 0.01% No change 154 $18K
Center for Financial Planning, Inc. 0.00% No change 150 $18K
Atala Financial Inc 0.01% No change 149 $17K
Capital A Wealth Management, LLC 0.02% Add +0.7% 146 $17K
Avion Wealth 0.00% No change 141 $17K
10Elms LLP 0.02% No change 143 $17K
Penserra Capital Management LLC 0.00% Reduce -95.9% 135 $15K
Stephens Consulting, LLC 0.00% Reduce -28.2% 125 $15K
Vision Financial Markets LLC 0.02% No change 124 $14K
Raffa Wealth Management, LLC 0.00% Reduce -3.9% 123 $14K
Dogwood Wealth Management LLC 0.01% Add +7.0% 123 $14K
Kentucky Trust Co 0.01% No change 119 $14K
Towne Trust Company, N.A 0.00% No change 119 $14K
Financial Avengers, Inc. 0.01% No change 117 $14K
Dunhill Financial, LLC 0.01% Reduce -38.0% 116 $13K
High Note Wealth, LLC 0.00% No change 115 $13K
Nordwand Advisors, LLC 0.01% No change 113 $13K
Greykasell Wealth Strategies, Inc. 0.01% New 112 $13K
First Pacific Financial 0.00% New 111 $13K
Frazier Financial Advisors, LLC 0.01% No change 109 $13K
Valued Wealth Advisors LLC 0.01% Add +3.8% 109 $13K
Gables Capital Management Inc. 0.01% No change 103 $12K
NCP Inc. 0.02% No change 101 $12K
Fourth Dimension Wealth, LLC 0.01% Add +53.9% 100 $12K
Mascoma Wealth Management LLC 0.00% New 100 $12K
Darwin Wealth Management, LLC 0.00% No change 90 $11K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -80.7% 96 $11K
Halbert Hargrove Global Advisors, LLC 0.00% Add +33.8% 95 $11K
Kestra Investment Management, LLC 0.00% Reduce -87.3% 94 $11K
Birchbrook, Inc. 0.01% Add +1.1% 94 $11K
LRI Investments, LLC 0.00% No change 93 $11K
Rossby Financial, LCC 0.00% New 93 $11K
Putney Financial Group LLC 0.01% No change 90 $11K
NFSG Corp 0.00% No change 89 $10K
Centricity Wealth Management, LLC 0.01% No change 86 $10K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 86 $10K
Atwood & Palmer Inc. 0.00% No change 85 $10K
WealthTrak Capital Management LLC 0.01% Add +8.2% 79 $9K
Ameriflex Group, Inc. 0.00% Add +257.1% 75 $9K
First Community Trust NA 0.01% No change 73 $9K
Clark Wealth Partners 0.01% No change 72 $8K
Creative Capital Management Investments LLC 0.00% No change 72 $8K
Stone House Investment Management, LLC 0.00% New 70 $8K
Arcadia Investment Management Corp. 0.00% No change 70 $8K
REAP Financial Group, LLC 0.00% Add +6800.0% 69 $8K
Hughes Financial Services, LLC 0.00% New 67 $8K
Principia Wealth Advisory, LLC 0.01% Add +103.0% 67 $7K
Synergy Investment Management, LLC 0.00% No change 62 $7K
Richard W. Paul & Associates, LLC 0.00% Reduce -24.4% 62 $7K
Anfield Capital Management, LLC 0.00% No change 62 $7K
Front Row Advisors LLC 0.00% No change 60 $7K
Graybill Wealth Management, LTD. 0.00% — 60 $7K
Dagco, Inc. 0.00% New 60 $7K
Carolina Wealth Advisors, LLC 0.00% No change 58 $7K
Holos Integrated Wealth LLC 0.00% No change 56 $7K
Perritt Capital Management Inc 0.00% New 56 $7K
Your Advocates Ltd., LLP 0.00% No change 56 $7K
SJS Investment Consulting Inc. 0.00% No change 56 $7K
American Capital Advisory, LLC 0.00% New 53 $6K
Financial Perspectives, Inc 0.00% No change 51 $6K
MPWM Advisory Solutions, LLC 0.00% Reduce -66.2% 51 $6K
Westend Capital Management, LLC 0.00% No change 47 $5K
Tidemark, LLC 0.00% No change 47 $5K
JNBA Financial Advisors 0.00% Reduce -60.7% 44 $5K
Winnacle Wealth LLC 0.00% Add +50.0% 42 $5K
New Millennium Group LLC 0.00% Add +41.4% 41 $5K
Parvin Asset Management, LLC 0.01% New 39 $5K
Global Wealth Strategies & Associates 0.00% No change 37 $4K
Evermay Wealth Management LLC 0.00% No change 37 $4K
Greenline Partners, LLC 0.00% New 37 $4K
WestEnd Advisors, LLC 0.00% Add +48.0% 37 $4K
Bernard Wealth Management Corp. 0.00% New 36 $4K
Costello Asset Management, INC 0.00% New 36 $4K
McIlrath & Eck, LLC 0.00% No change 35 $4K
PayPay Securities Corp 0.21% Reduce -24.4% 31 $4K
PFG Private Wealth Management, LLC 0.00% New 28 $3K
Rialto Wealth Management, LLC 0.00% New 28 $3K
Contravisory Investment Management, Inc. 0.00% New 27 $3K
Acima Private Wealth, LLC 0.00% No change 26 $3K
Princeton Global Asset Management LLC 0.00% No change 24 $3K
Kings Path Partners LLC 0.00% No change 22 $3K
POM Investment Strategies, LLC 0.00% No change 21 $2K
Studio Investment Management LLC 0.00% New 20 $2K
Investment Research & Advisory Group, Inc. 0.00% New 18 $2K
GoalVest Advisory LLC 0.00% New 18 $2K
Horizons Wealth Management 0.00% No change 17 $2K
Hara Capital LLC 0.00% New 17 $2K
Arlington Trust Co LLC 0.00% No change 17 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -20.0% 16 $2K
Nemes Rush Group LLC 0.00% No change 16 $2K
Kessler Investment Group, LLC 0.00% No change 15 $2K
Nova Wealth Management, Inc. 0.00% New 14 $2K
Clean Yield Group 0.00% Reduce -60.0% 14 $2K
Bay Harbor Wealth Management, LLC 0.00% New 14 $2K
TD Capital Management LLC 0.00% New 13 $2K
Perkins Coie Trust Co 0.00% New 12 $1K
Puff Wealth Management, LLC 0.00% New 11 $1K
Parkworth Wealth Management, Inc. 0.00% No change 11 $1K
JDM Financial Group LLC 0.00% No change 10 $1K
1620 Investment Advisors, Inc. 0.00% No change 9 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -10.0% 9 $1K
State of Wyoming 0.00% Add +14.3% 8 $933
HFM Investment Advisors, LLC 0.00% — 6 $701
Bear Mountain Capital, Inc. 0.00% New 5 $602
CGC Financial Services, LLC 0.00% No change 5 $583
Legacy Wealth Managment, LLC 0.00% No change 4 $467
ROSS\JOHNSON & Associates LLC 0.00% New 1 $117
Caitong International Asset Management Co., Ltd 0.00% New 1 $117

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