Nextera EnergyNEE

13F holders, Q1 2024 (March 31)
2,466holders
11famous investors
$63.93avg. 13F price*

At the end of Q1 2024, 2,466 institutions reported holding Nextera Energy Inc. (NEE) in their 13F filings. The largest holders were Vanguard Group Inc. ($12.7B), BlackRock Inc. ($9.6B) and State Street Corp. ($6.7B). 11 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Philippe Laffont (0.2% of Coatue Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Nextera Energy Inc.
Sector
Utilities
CUSIP
65339F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,466Q1 2024Q2 2024: 2,545Q2 2024Q3 2024: 2,667Q3 2024Q4 2024: 2,772Q4 2024Q1 2025: 2,739Q1 2025Q2 2025: 2,706Q2 2025Q3 2025: 2,753Q3 2025Q4 2025: 2,969Q4 2025Q1 2026: 3,053Q1 2026Q2 2026: 3,049Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions169$363.3M
Exits128$699.6M

Ownership 2,466 holders

Vanguard Group Inc. 0.25% Add +0.2% 199,010,011 $12.7B
BlackRock Inc. 0.22% Add +0.2% 150,083,801 $9.6B
State Street Corp. 0.30% Reduce -9.3% 105,182,752 $6.7B
JPMorgan Chase & Co. 0.43% Reduce -13.8% 75,727,543 $4.8B
Morgan Stanley 0.29% Add +14.6% 56,714,319 $3.6B
Norges Bank 0.47% Add +9.8% 46,300,507 $3.0B
Geode Capital Management, LLC 0.24% Add +5.0% 40,679,761 $2.6B
Bank of America Corp. 0.20% Add +7.7% 32,194,569 $2.1B
FMR LLC 0.13% Add +8.8% 31,196,272 $2.0B
Wells Fargo & Company 0.51% Add +4.7% 30,104,147 $1.9B
T. Rowe Price Associates Inc. 0.22% Reduce -2.6% 28,273,671 $1.8B
Franklin Resources Inc. 0.52% Add +13.1% 25,402,769 $1.6B
Capital Research Global Investors 0.32% Reduce -22.6% 22,161,604 $1.4B
Northern Trust Corp. 0.24% Reduce -3.7% 21,633,866 $1.4B
Nuveen Asset Management, LLC 0.39% Reduce -3.8% 20,574,176 $1.3B
Royal Bank of Canada 0.32% Add +3.6% 20,553,649 $1.3B
Legal & General Group Plc 0.33% Add +0.6% 17,777,471 $1.1B
Bank of New York Mellon Corp 0.18% Reduce -7.6% 14,546,168 $929.6M
UBS Group AG 0.31% Add +18.4% 14,463,304 $924.3M
Neuberger Berman Group LLC 0.75% Add +1.6% 14,196,033 $907.3M
Alliancebernstein L.P. 0.31% Add +26.4% 13,813,440 $882.8M
Pictet Asset Management Holding SA 0.95% Reduce -3.9% 13,671,196 $873.7M
Deutsche Bank AG 0.40% Add +14.8% 13,313,248 $850.8M
Goldman Sachs Group Inc. 0.17% Reduce -6.3% 12,536,886 $801.2M
Charles Schwab Investment Management Inc. 0.16% Add +2.4% 11,045,433 $705.9M
Ameriprise Financial Inc. 0.19% Add +2.4% 10,614,967 $678.3M
Amundi 0.27% Add +0.1% 9,962,377 $637.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -3.2% 8,693,818 $555.6M
California Public Employees Retirement System 0.38% Add +6.8% 8,526,538 $544.9M
CIBC Private Wealth Group LLC 1.02% Add +2.8% 8,233,260 $521.8M
Wellington Management Group LLP 0.09% Reduce -50.5% 8,081,179 $516.5M
Bessemer Group Inc. 0.87% Reduce -1.2% 7,554,674 $482.8M
Massachusetts Financial Services Co. 0.14% Reduce -0.4% 7,486,844 $478.5M
Mitsubishi UFJ Trust & Banking Corp 1.09% Reduce -0.3% 7,506,817 $476.4M
Clearbridge Investments, LLC 0.36% Add +7.4% 7,159,396 $457.8M
Voya Investment Management LLC 0.51% Reduce -3.3% 7,053,348 $450.6M
Nordea Investment Management AB 0.52% Add +22.3% 6,961,556 $443.8M
PNC Financial Services Group, Inc. 0.30% Reduce -0.8% 6,735,782 $430.5M
Invesco Ltd. 0.09% Add +10.4% 6,406,280 $409.4M
Swiss National Bank 0.28% Reduce -4.2% 6,144,400 $392.7M
1832 Asset Management L.P. 0.67% Reduce -14.1% 5,698,197 $364.2M
Jennison Associates LLC 0.24% Add +10.0% 5,693,670 $363.9M
Principal Financial Group Inc. 0.21% Reduce -3.6% 5,690,640 $363.7M
Bahl & Gaynor LLC 1.99% Add +0.1% 5,593,611 $357.5M
Barclays PLC 0.16% Reduce -28.0% 5,528,560 $353.3M
Cohen & Steers, Inc. 0.71% Reduce -6.7% 5,330,254 $340.7M
Sumitomo Mitsui Trust Group, Inc. 0.23% Add +0.7% 5,195,099 $332.0M
Bank of Montreal 0.10% Add +7.6% 5,116,213 $326.5M
Ninety One UK Ltd 0.90% Add +6.0% 5,023,928 $321.1M
Capital International Investors 0.06% Add +0.1% 5,001,998 $319.7M
Envestnet Asset Management Inc. 0.12% Add +9.6% 4,978,191 $318.2M
C WorldWide Group Holding A/S 3.53% Add +26.1% 4,844,103 $309.6M
M&G PLC 2.11% — 4,735,387 $303.1M
ClearBridge Investments Ltd 8.34% Add +1.6% 4,582,141 $292.8M
Ensign Peak Advisors, Inc 0.50% Add +1.1% 4,310,991 $275.5M
Credit Suisse AG/ 0.25% Add +16.9% 4,068,107 $260.0M
Rhumbline Advisers 0.25% Reduce -0.9% 4,037,649 $258.0M
Canada Pension Plan Investment Board 0.27% Reduce -11.9% 4,035,425 $257.9M
Dimensional Fund Advisors LP 0.07% Reduce -1.5% 3,929,068 $251.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.72% Add +25.4% 3,922,143 $250.7M
Macquarie Group Ltd. 0.28% Add +13.9% 3,894,281 $248.9M
Raymond James & Associates 0.16% Add +5.3% 3,793,883 $242.5M
Mirova US LLC 3.23% Reduce -1.7% 3,761,987 $240.4M
HSBC Holdings PLC 0.17% Add +12.7% 3,673,615 $234.7M
Schroder Investment Management Group 0.28% Add +17.3% 3,664,569 $234.2M
National Pension Service 0.26% Add +2.6% 3,447,638 $220.3M
TD Asset Management Inc 0.19% Add +65.2% 3,274,868 $209.3M
ProShare Advisors LLC 0.55% Add +3.9% 3,251,885 $207.8M
California State Teachers Retirement System 0.26% Add +0.1% 3,235,921 $206.8M
Russell Investments Group, Ltd. 0.31% Add +2.2% 3,088,557 $197.4M
Stifel Financial Corp. 0.22% Add +5.6% 3,043,041 $194.5M
Commonwealth Equity Services, LLC 0.32% Add +1.8% 3,017,287 $192.8M
US Bancorp \de 0.26% Add +2.8% 2,885,293 $184.4M
Cullen Capital Management, LLC 2.04% Add +64.8% 2,868,452 $183.3M
State of Michigan Retirement System 0.97% Add +400.7% 2,812,198 $179.7M
BNP Paribas Financial Markets 0.22% Add +37.6% 2,776,207 $177.4M
Zimmer Partners, LP 3.80% Add +8447.5% 2,735,200 $174.8M
Mariner, LLC 0.35% Add +5.0% 2,671,287 $170.7M
LPL Financial LLC 0.09% Add +11.0% 2,661,652 $170.1M
Aberdeen Group plc 0.33% Reduce -18.6% 2,646,802 $169.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +20.0% 2,641,300 $168.8M
State Board of Administration of Florida Retirement System 0.39% Add +1.4% 2,187,642 $168.6M
New York State Common Retirement Fund 0.22% Add +0.9% 2,632,472 $168.2M
Two Sigma Advisers, LP 0.39% Reduce -33.3% 2,603,800 $166.4M
Nomura Asset Management Co. Ltd. 0.59% Add +14.2% 2,534,645 $162.0M
Danica Pension, Livsforsikringsaktieselskab 3.58% — 2,521,343 $161.1M
Duff & Phelps Investment Management Co. 1.93% Add +25.1% 2,515,868 $160.8M
Corient Private Wealth LP 0.28% Reduce -2.7% 2,461,946 $157.3M
Prudential Financial Inc. 0.22% Add +40.2% 2,408,985 $154.0M
OMERS ADMINISTRATION Corp 1.76% No change 2,401,103 $153.5M
Gabelli Funds LLC 1.14% Reduce -2.3% 2,376,453 $151.9M
Railway Pension Investments Ltd 1.41% Reduce -4.2% 2,263,532 $144.7M
Chevy Chase Trust Holdings, LLC 0.47% Reduce -13.3% 2,235,978 $142.9M
D. E. Shaw & Co. 0.19% Add +402.9% 2,169,217 $138.6M
Adage Capital Partners Gp, L.L.C. 0.26% Add +15.8% 2,163,913 $138.3M
First Manhattan Co. Llc. 0.44% Add +2.3% 2,141,685 $136.9M
CANADA LIFE ASSURANCE Co 0.27% Add +4.1% 2,130,108 $136.2M
Allspring Global Investments Holdings, LLC 0.21% Add +18.9% 2,121,279 $135.6M
APG Asset Management N.V. 0.24% Add +4.1% 2,290,272 $135.5M
DekaBank Deutsche Girozentrale 0.25% Reduce -33.0% 2,115,582 $135.5M
Mizuho Markets Americas LLC 3.69% Reduce -15.8% 2,114,725 $135.2M
Menora Mivtachim Holdings LTD. 1.01% Add +27.4% 2,101,709 $134.3M
Fifth Third Bancorp 0.52% Reduce -1.4% 2,079,186 $132.9M
Citigroup Inc. 0.14% Add +7.2% 2,079,104 $132.9M
DAVENPORT & Co LLC 0.82% Add +2.5% 2,061,671 $131.7M
New York State Teachers Retirement System 0.27% Reduce -2.2% 2,015,953 $128.8M
Employees Provident Fund Board 2.24% Add +18.4% 2,000,000 $127.8M
CBRE Investment Management Listed Real Assets LLC 2.34% Reduce -11.6% 1,964,018 $125.5M
Korea Investment CORP 0.32% Reduce -22.3% 1,944,304 $124.3M
Panagora Asset Management Inc. 0.65% Add +40.3% 1,939,826 $124.0M
Danske Bank A/S 0.38% — 1,915,991 $122.5M
Covalis Capital LLP 15.12% Add +740.1% 1,908,784 $122.0M
Brookfield Corp 0.72% Add +87.9% 1,898,041 $121.3M
Capital World Investors 0.02% No change 1,892,541 $121.0M
American Century Companies Inc. 0.08% Add +2.9% 1,887,927 $120.7M
Artisan Partners Limited Partnership 0.17% Reduce -53.0% 1,869,637 $119.5M
HighTower Advisors, LLC 0.19% Reduce -14.1% 1,842,682 $117.8M
Rockefeller Capital Management L.P. 0.33% Add +21.5% 1,756,740 $112.3M
Raymond James Financial Services Advisors, Inc. 0.17% Add +6.6% 1,743,371 $111.4M
Empower Advisory Group, LLC 0.41% Add +21.1% 1,703,518 $108.9M
Regions Financial Corp. 0.80% Reduce -1.3% 1,658,765 $106.0M
Tortoise Capital Advisors, L.L.C. 1.46% Add +3.5% 1,630,785 $104.2M
Keybank National Association 0.43% Reduce -4.5% 1,628,152 $104.1M
Manufacturers Life Insurance Company, The 0.10% Reduce -25.1% 1,598,578 $102.2M
AEGON ASSET MANAGEMENT UK Plc 1.52% Add +1.3% 1,582,624 $101.1M
Janney Montgomery Scott LLC 0.30% Add +20.2% 1,574,327 $100.6M
AXA S.A. 0.30% Add +1.1% 1,550,481 $99.1M
NFJ Investment Group, LLC 2.71% Add +42.3% 1,550,384 $99.1M
Lord, Abbett & Co. LLC 0.31% Reduce -3.8% 1,506,882 $96.3M
Tocqueville Asset Management L.P. 1.56% Add +2.8% 1,496,991 $95.7M
Two Sigma Investments, LP 0.24% Reduce -48.5% 1,483,262 $94.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% Reduce -3.9% 1,482,848 $94.8M
Clark Capital Management Group, Inc. 0.71% Add +5.0% 1,482,574 $94.8M
Eagle Asset Management Inc. 0.48% Reduce -5.1% 1,479,464 $93.8M
FIL Ltd 0.09% Reduce -1.8% 1,414,073 $90.4M
Assenagon Asset Management S.A. 0.24% Add +59.5% 1,404,931 $89.8M
Agf Management Ltd. 0.50% Add +55.1% 1,404,878 $89.8M
Aviva PLC 0.30% Add +3.3% 1,386,136 $88.6M
Millennium Management 0.08% Add +17.7% 1,383,049 $88.4M
Tandem Investment Advisors, Inc. 3.31% Add +6.3% 1,338,971 $85.6M
Huntington National Bank 0.91% Reduce -17.6% 1,314,281 $84.0M
GQG Partners LLC 0.14% Add +14806.4% 1,313,402 $83.9M
Truist Financial Corp. 0.13% Reduce -30.1% 1,297,631 $82.9M
Epoch Investment Partners, Inc. 0.37% Reduce -12.4% 1,289,975 $82.4M
STRS Ohio 0.33% Add +1.6% 1,282,843 $82.0M
Westwood Holdings Group Inc. 0.64% Add +9.0% 1,254,734 $80.2M
Northwestern Mutual Wealth Management Co. 0.08% Add +6.1% 1,252,620 $80.1M
Haverford Trust Co 0.82% Add +1066.0% 1,232,549 $78.8M
Border to Coast Pensions Partnership Ltd 1.75% Add +2.5% 1,224,495 $78.2M
CCLA Investment Management 1.20% Add +114508.6% 1,224,020 $78.2M
Caisse de depot et placement du Quebec 0.19% Reduce -53.1% 1,214,900 $77.6M
EP Wealth Advisors, LLC 0.90% Add +1.3% 1,209,966 $77.3M
Sei Investments Co. 0.11% Reduce -21.8% 1,195,727 $76.4M
Allianz Asset Management GmbH 0.13% Add +13.6% 1,188,418 $76.0M
State of New Jersey Common Pension Fund D 0.23% No change 1,168,838 $74.7M
State of Wisconsin Investment Board 0.20% Add +1.8% 1,154,858 $73.8M
Cerity Partners LLC 0.19% Add +36.6% 1,140,321 $72.9M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +18.7% 1,109,289 $72.5M
M&T Bank Corp 0.24% Reduce -8.7% 1,068,630 $68.3M
Summit Partners Public Asset Management, LLC 3.23% Add +40.9% 1,057,000 $67.6M
Victory Capital Management Inc. 0.07% Add +38.2% 1,044,630 $66.8M
First Trust Advisors LP 0.07% Reduce -15.3% 1,043,687 $66.7M
Reaves W H & Co. Inc. 2.37% Reduce -0.5% 1,015,532 $64.9M
Glenmede Trust Co. NA 0.32% Add +7.1% 1,011,851 $64.7M
Balyasny Asset Management L.P. 0.17% Add +159.5% 1,002,346 $64.1M
Wealth Enhancement Advisory Services, LLC 0.17% Add +3.1% 1,000,676 $64.0M
Weiss Asset Management LP 3.75% Add +9.4% 991,655 $63.4M
Comerica Bank 0.27% Add +12.4% 988,261 $63.2M
Asset Management One Co., Ltd. 0.24% Reduce -5.2% 984,126 $62.9M
DNB Asset Management AS 0.33% Reduce -7.5% 980,974 $62.7M
Bartlett & Co. Wealth Management LLC 0.96% Add +9.2% 973,575 $62.2M
Public Employees Retirement System of Ohio 0.24% Reduce -5.5% 972,545 $62.2M
Madison Asset Management, LLC 0.76% Add +19.5% 965,330 $61.7M
AQR Capital Management 0.10% Add +103.0% 937,162 $59.9M
Treasurer of the State of North Carolina 0.26% Add +2.1% 917,678 $58.6M
Vontobel Holding Ltd. 0.46% Reduce -14.4% 895,372 $57.2M
Point72 Asset Management 0.17% Add +41.6% 892,492 $57.0M
Kayne Anderson Capital Advisors LP 1.61% Add +8.4% 890,872 $56.9M
UniSuper Management Pty Ltd 0.53% Add +3.4% 859,183 $54.9M
Baird Financial Group, Inc. 0.11% Reduce -35.3% 857,331 $54.8M
Compagnie Lombard Odier SCmA 0.96% Add +18.7% 851,818 $54.4M
Mn Services Vermogensbeheer B.V. 0.38% Reduce -13.5% 829,428 $53.0M
CI Investments Inc. 0.21% Reduce -12.8% 827,752 $52.9M
Edmond DE Rothschild Holding S.A. 0.89% Reduce -10.0% 825,212 $52.7M
National Bank of Canada 0.09% Reduce -53.3% 714,435 $52.7M
State of Tennessee, Department of Treasury 0.19% Add +10.7% 821,903 $52.5M
Shaolin Capital Management LLC 21.23% Add +45.6% 816,092 $52.2M
Commerce Bank 0.34% Reduce -4.6% 808,613 $51.7M
Welch Group, LLC 2.52% Add +13.6% 794,225 $50.8M
Zurich Insurance Group Ltd 0.46% Add +12.0% 790,110 $50.5M
Rwa Wealth Partners, LLC 0.68% Reduce -12.0% 787,242 $50.3M
Coatue Management 0.20% Add +44.9% 783,539 $50.1M
Holocene Advisors, LP 0.18% Add +476.4% 782,022 $50.0M
Susquehanna International Group, LLP 0.07% Reduce -32.2% 765,906 $48.9M
Creative Planning 0.05% Reduce -1.0% 758,281 $48.5M
Blackstone Inc. 0.21% Reduce -0.9% 756,029 $48.3M
Davis R M Inc. 1.01% Reduce -0.3% 755,648 $48.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.33% Reduce -16.4% 745,068 $47.6M
Meitav Investment House Ltd. 0.93% New 741,000 $47.4M
Verition Fund Management LLC 0.51% Reduce -19.5% 736,504 $47.1M
Van Eck Associates Corp. 0.07% Add +19.9% 736,491 $47.1M
Natixis Advisors, LLC 0.11% Reduce -32.4% 733,330 $46.9M
First Financial Bankshares Inc 1.05% Add +59.1% 730,048 $46.7M
Fort Washington Investment Advisors Inc. 0.30% Add +0.1% 729,464 $46.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Reduce -0.4% 726,663 $46.4M
Teacher Retirement System of Texas 0.30% Add +54.5% 724,573 $46.3M
Toronto Dominion Bank 0.07% Reduce -41.7% 716,062 $45.8M
Great Lakes Advisors, LLC 0.38% Add +2.0% 693,801 $44.3M
Donaldson Capital Management, LLC 1.82% Add +2.2% 686,099 $43.8M
Candriam S.C.A. 0.28% Reduce -17.6% 684,785 $43.8M
Osaic Holdings, Inc. 0.10% Reduce -33.4% 683,160 $43.7M
Vaughan David Investments LLC 1.08% Add +4.6% 680,915 $43.5M
IFM Investors Pty Ltd 0.47% Add +7.2% 677,125 $43.3M
Guinness Asset Management LTD 0.90% Reduce -17.7% 676,487 $43.2M
Resona Asset Management Co.,Ltd. 0.25% — 667,471 $42.7M
UMB Bank, n.a. 0.67% Reduce -0.8% 665,227 $42.5M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +627.6% 664,299 $42.5M
Federated Hermes, Inc. 0.10% Add +2.4% 652,434 $41.7M
Vest Financial, LLC 1.10% Add +31.4% 647,320 $41.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +1993.7% 643,299 $41.1M
Argent Capital Management LLC 1.18% Add +248.2% 635,153 $40.6M
Aureus Asset Management, LLC 2.73% Add +46.8% 626,565 $40.0M
PGGM Investments 0.57% Add +7.0% 618,825 $39.5M
Quilter Plc 0.93% Add +15.5% 612,226 $39.1M
Jane Street Group, LLC 0.05% Reduce -64.7% 594,616 $38.0M
Schonfeld Strategic Advisors LLC 0.30% Add +18.9% 592,025 $37.8M
Arizona State Retirement System 0.26% Add +2.0% 588,771 $37.6M
Cinctive Capital Management LP 1.92% Add +416.6% 583,370 $37.3M
D.A. Davidson & Co. 0.34% Add +1.5% 582,779 $37.2M
Royal London Asset Management Ltd. 0.09% Reduce -19.6% 574,923 $36.7M
Stock Yards Bank & Trust Co. 1.21% Add +1.4% 570,340 $36.5M
Cambridge Trust Co. 1.32% Add +2.0% 544,531 $34.8M
Baillie Gifford & Co. 0.03% Reduce -13.8% 542,915 $34.7M
BI Asset Management Fondsmaeglerselskab A/S 0.65% Add +5.6% 537,798 $34.4M
Guggenheim Capital LLC 0.24% Add +4.6% 537,397 $34.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.39% Add +29.2% 542,246 $34.3M
Laurion Capital Management LP 0.96% Reduce -39.4% 536,146 $34.3M
Cetera Investment Advisers 0.08% Add +296.5% 535,687 $34.2M
Mackenzie Financial Corp. 0.05% Add +7.9% 535,138 $34.2M
Cambridge Investment Research Advisors, Inc. 0.13% Add +4.4% 533,689 $34.1M
Polaris Capital Management, LLC 1.67% Add +42.0% 523,464 $33.5M
Rathbones Group PLC 0.19% Add +34.4% 522,315 $33.4M
American International Group, Inc. 0.12% Reduce -0.3% 519,659 $33.2M
Forsta Ap-Fonden 0.28% Add +26.8% 514,600 $32.9M
USS Investment Management Ltd 0.27% Add +3.8% 508,969 $32.5M
Welch & Forbes LLC 0.44% Add +17.8% 507,083 $32.4M
Alpha Cubed Investments, LLC 1.66% Add +374.0% 497,670 $31.8M
Beach Investment Counsel Inc. 3.89% No change 518,824 $31.5M
Cincinnati Insurance Co. 0.52% No change 491,000 $31.4M
NS Partners Ltd 1.42% Reduce -1.1% 481,528 $30.8M
MetLife Investment Management, LLC 0.21% Reduce -3.4% 480,431 $30.7M
Peapack Gladstone Financial Corp. 0.48% Reduce -4.0% 477,350 $30.5M
Gradient Investments LLC 0.69% Add +15.1% 465,942 $29.8M
MML Investors Services, LLC 0.12% Add +11.2% 465,714 $29.8M
Groupama Asset Managment 0.54% Reduce -12.0% 391,708 $29.3M
Retirement Systems of Alabama 0.11% Add +0.1% 452,841 $28.9M
Windward Capital Management Co. 2.41% Reduce -1.2% 451,332 $28.8M
Camden Asset Management L P 100.00% Reduce -35.7% 449,114 $28.7M
FUKOKU MUTUAL LIFE INSURANCE Co 2.25% Reduce -1.5% 447,679 $28.6M
CIBC Asset Management Inc 0.10% Add +3.6% 446,933 $28.6M
Ofi Invest Asset Management 0.77% Add +5.6% 480,972 $28.5M
Focus Partners Wealth 0.23% Add +197.2% 445,250 $28.5M
Daiwa Securities Group Inc. 0.16% Add +34.8% 439,053 $28.1M
Van Lanschot Kempen Investment Management N.V. 0.35% Add +12.6% 439,018 $28.1M
Cardinal Capital Management, Inc. 1.23% Add +129.9% 434,701 $27.8M
Highbridge Capital Management LLC 8.17% Add +39.8% 427,100 $27.3M
Aequim Alternative Investments LP 10.20% Add +177.2% 426,900 $27.3M
Flputnam Investment Management Co. 0.58% Reduce -4.8% 424,347 $27.1M
Texas Permanent School Fund Corp. 0.21% Add +0.1% 424,106 $27.1M
Johnson Investment Counsel Inc. 0.29% Reduce -2.4% 424,056 $27.1M
Amalgamated Bank 0.23% Reduce -13.6% 420,127 $26.9M
Bank of Nova Scotia 0.05% Reduce -22.5% 412,913 $26.4M
Northeast Investment Management 1.29% Reduce -5.5% 412,074 $26.3M
Cresset Asset Management, LLC 0.13% Add +53.3% 405,937 $25.9M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +4.0% 404,963 $25.9M
Varma Mutual Pension Insurance Co 0.22% Add +122.8% 401,700 $25.7M
Tredje AP-fonden 0.27% Reduce -46.5% 399,809 $25.6M
Yousif Capital Management, LLC 0.28% Add +6.3% 396,613 $25.3M
Carnegie Investment Counsel 0.77% Reduce -10.2% 387,884 $24.8M
Public Sector Pension Investment Board 0.18% Reduce -1.7% 386,412 $24.7M
Fulton Breakefield Broenniman LLC 1.88% Add +0.7% 382,425 $24.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.30% Add +4.1% 381,468 $24.4M
SpiderRock Advisors, LLC 0.78% — 402,091 $24.2M
Calamos Advisors LLC 0.17% Reduce -2.9% 374,118 $23.9M
Meiji Yasuda Asset Management Co Ltd. 1.01% Add +27.6% 372,003 $23.8M
Northwest & Ethical Investments L.P. 0.69% Add +21.7% 371,927 $23.8M
KCM Investment Advisors LLC 0.88% Reduce -0.2% 370,084 $23.7M
Sabal Trust CO 1.36% Add +2.7% 366,157 $23.4M
Lombard Odier Asset Management (Europe) Ltd 2.30% Reduce -8.6% 365,719 $23.4M
Covea Finance 1.10% Add +26.5% 362,988 $23.2M
Czech National Bank 0.30% Add +0.4% 361,000 $23.1M
Park National Corp. 0.88% Reduce -1.9% 356,410 $22.8M
Utah Retirement Systems 0.27% Add +1.5% 356,262 $22.8M
Cibc World Markets Corp. 0.15% Reduce -14.1% 355,745 $22.7M
Kestra Advisory Services, LLC 0.15% Add +6.5% 351,476 $22.5M
WASHINGTON TRUST Co 0.82% Add +1.4% 348,284 $22.3M
Baldwin Wealth Partners LLC 1.67% Reduce -2.2% 347,798 $22.2M
Rockland Trust Co. 1.17% Add +81.1% 346,678 $22.2M
Aristotle Atlantic Partners, LLC 0.72% Add +8.8% 346,248 $22.1M
Swiss Life Asset Management Ltd 0.30% Reduce -10.6% 340,203 $21.7M
TCTC Holdings, LLC 0.72% Add +83.5% 339,816 $21.7M
Deprince Race & Zollo Inc. 0.47% Reduce -1.0% 339,277 $21.7M
Trust Co. of Vermont 1.19% Add +19.9% 335,638 $21.5M
Rheos Capital Works Inc. 1.02% New 335,000 $21.4M
FourThought Financial Partners, LLC 2.44% Add +38.7% 333,616 $21.3M
Cwm, LLC 0.10% Add +1.5% 332,725 $21.3M
Nisa Investment Advisors, LLC 0.14% Reduce -0.3% 332,350 $21.2M
Quantinno Capital Management LP 0.46% Add +148.9% 332,279 $21.2M
GAMCO Investors 0.21% Add +5.3% 329,051 $21.0M
III Capital Management 8.47% Add +98.0% 326,700 $20.9M
Sequoia Financial Advisors, LLC 0.26% Add +3.4% 326,586 $20.9M
SVB Wealth LLC 0.46% Reduce -4.7% 325,653 $20.8M
Swedbank AB 0.03% Add +9.3% 324,246 $20.7M
Envestnet Portfolio Solutions, Inc. 0.08% Add +29.8% 320,372 $20.5M
Advisors Asset Management, Inc. 0.39% Reduce -14.2% 319,085 $20.4M
Lazard Asset Management LLC 0.03% Reduce -0.6% 315,727 $20.2M
Advisors Capital Management, LLC 0.37% Add +0.7% 315,104 $20.1M
New York Life Investment Management LLC 0.20% Reduce -2.5% 314,830 $20.1M
Meyer Handelman Co. 0.70% Reduce -0.3% 312,715 $20.0M
Janus Henderson Group PLC 0.01% Reduce -1.4% 311,948 $19.9M
Blair William & Co. 0.06% Reduce -28.2% 309,693 $19.8M
Cibc World Market Inc. 0.05% Add +117.6% 307,182 $19.6M
Los Angeles Capital Management LLC 0.07% Add +0.6% 301,648 $19.3M
Ausbil Investment Management Ltd 9.40% Add +5.5% 296,067 $18.8M
Public Employees Retirement Association of Colorado 0.08% Reduce -3.8% 292,775 $18.7M
Mutual of America Capital Management LLC 0.20% Reduce -1.2% 292,493 $18.7M
Eagle Global Advisors LLC 1.05% Add +2.3% 290,785 $18.6M
Fiduciary Trust Co 0.28% Add +0.1% 289,545 $18.5M
Adams Diversified Equity Fund, Inc. 0.65% Add +49.5% 288,300 $18.4M
Ilmarinen Mutual Pension Insurance Co 0.22% Add +11.6% 287,856 $18.4M
Captrust Financial Advisors 0.07% Reduce -23.9% 284,508 $18.2M
Braun Stacey Associates Inc. 0.72% Add +5.5% 283,828 $18.1M
Howard Capital Management Group, LLC 1.39% Add +3.2% 282,265 $18.0M
Viking Fund Management LLC 3.24% Add +17.6% 280,000 $17.9M
Xponance LLC 0.19% Add +6.8% 279,232 $17.8M
Taurus Asset Management, LLC 1.80% Reduce -1.9% 278,140 $17.8M
Oppenheimer Asset Management Inc. 0.26% Add +0.8% 277,238 $17.7M
Boston Family Office LLC 1.27% Add +9.7% 275,672 $17.6M
Degroof Petercam Asset Management 0.21% Reduce -1.1% 275,500 $17.6M
Florida Trust Wealth Management Co 0.60% Add +14.9% 274,317 $17.5M
Badgley Phelps Wealth Managers, LLC 0.44% Add +3.7% 274,070 $17.5M
Smith Salley Wealth Management 1.34% Reduce -13.4% 270,053 $17.3M
Spire Wealth Management 0.31% Reduce -1.9% 139,207 $17.0M
Dana Investment Advisors, Inc. 0.56% Reduce -1.1% 265,178 $16.9M
Bath Savings Trust Co 1.80% Add +1.9% 264,750 $16.9M
Signature Estate & Investment Advisors LLC 0.48% Add +17.9% 263,517 $16.8M
SG Americas Securities, LLC 0.09% Add +286.7% 262,520 $16.8M
Inherent Group, LP 10.62% New 260,000 $16.6M
Federation des caisses Desjardins du Quebec 0.12% Add +42.9% 259,093 $16.5M
Steward Partners Investment Advisory, LLC 0.18% Add +8.0% 257,554 $16.5M
Mediolanum International Funds Ltd 0.27% — 257,142 $16.4M
Stewart & Patten Co. LLC 2.45% Add +6.8% 256,584 $16.4M
Columbus Hill Capital Management, L.P. 3.79% New 256,145 $16.4M
Mercer Global Advisors Inc. 0.05% Add +9.2% 252,942 $16.2M
Peconic Partners LLC 0.71% New 250,000 $16.0M
NewEdge Advisors, LLC 0.14% Reduce -5.6% 246,518 $15.8M
Girard Partners LTD. 1.47% Add +28.5% 245,024 $15.7M
Edgar Lomax Co. 0.96% New 244,215 $15.6M
Handelsbanken Fonder AB 0.07% Reduce -4.9% 243,791 $15.6M
Oppenheimer & Co. Inc. 0.26% Add +1.1% 243,227 $15.5M
Dearborn Partners LLC 0.67% Reduce -2.8% 242,470 $15.5M
FineMark National Bank & Trust 0.57% Add +2.6% 241,520 $15.4M
Nissay Asset Management Corp. /Japan 0.11% Add +2.0% 241,162 $15.4M
Daiichi Life Insurance Co., Ltd. 0.35% Reduce -10.8% 241,061 $15.4M
Wendell David Associates Inc. 1.55% Add +2.1% 240,114 $15.3M
First National Trust Co 0.62% Reduce -1.5% 237,920 $15.2M
Rafferty Asset Management, LLC 0.06% Add +3.1% 236,082 $15.1M
Pinnacle Associates Ltd. 0.24% Reduce -2.6% 234,568 $15.0M
Resources Management Corp. /CT/ 2.19% Reduce -0.0% 233,937 $15.0M
Matrix Asset Advisors Inc. 1.77% Add +23.5% 232,039 $14.8M
Pathstone Holdings, LLC 0.07% Add +11.2% 231,242 $14.8M
Storebrand Asset Management As 0.05% Reduce -2.8% 230,221 $14.7M
Payden & Rygel Investment Group 1.00% — 229,700 $14.7M
Payden & Rygel 1.00% Add +72.5% 229,700 $14.7M
Wesbanco Bank Inc. 0.55% Add +21.5% 229,604 $14.7M
Vantage Wealth 3.41% Add +39.8% 228,445 $14.6M
Zacks Investment Management 0.15% Add +11.3% 227,232 $14.5M
Brown Advisory Inc. 0.02% Add +2.7% 224,370 $14.3M
State of Alaska, Department of Revenue 0.16% Add +0.5% 222,626 $14.2M
Benjamin F. Edwards & Company, Inc. 0.26% Add +6.5% 220,404 $14.1M
Citadel Advisors 0.01% Add +426.1% 220,033 $14.1M
MassMutual Private Wealth & Trust, FSB 0.43% Add +43.2% 218,661 $14.0M
Callahan Advisors, LLC 1.46% Add +15.5% 217,749 $13.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.20% New 216,007 $13.8M
Bradley Foster & Sargent Inc. 0.25% Reduce -16.1% 215,121 $13.7M
Raymond James Trust N.A. 0.33% Reduce -0.8% 212,608 $13.6M
Forbes J M & Co. LLP 1.46% Reduce -1.4% 211,016 $13.5M
Private Advisor Group, LLC 0.10% Add +7.1% 208,611 $13.3M
CENTRAL TRUST Co 0.33% Reduce -1.3% 208,304 $13.3M
Vantage Investment Partners, LLC 1.19% Add +10.4% 208,087 $13.3M
Stephens Inc. 0.21% Add +24.5% 207,771 $13.3M
Middleton & Co. Inc. 1.52% Add +4.9% 206,369 $13.2M
Penobscot Investment Management Company, Inc. 1.39% Add +3.2% 205,720 $13.1M
Neville Rodie & Shaw Inc. 1.00% Reduce -4.0% 205,581 $13.1M
First National Bank of Omaha 0.90% Reduce -16.2% 185,171 $13.1M
Copeland Capital Management, LLC 0.24% Add +10.5% 204,369 $13.1M
Axxcess Wealth Management, LLC 0.37% Add +15.7% 202,683 $13.0M
Argent Trust Co 0.58% Add +1.8% 202,577 $12.9M
Kestra Private Wealth Services, LLC 0.29% Reduce -2.3% 201,442 $12.9M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -7.3% 201,510 $12.8M
Rovida Advisors Inc. 4.44% No change 200,000 $12.8M
Crawford Investment Counsel Inc. 0.24% Add +7.2% 199,642 $12.8M
LBP Am SA 0.51% Reduce -69.4% 198,541 $12.7M
Congress Asset Management Co. 0.09% Reduce -2.3% 197,844 $12.6M
Renaissance Technologies 0.02% New 195,900 $12.5M
BLB&B Advisors, LLC 0.71% Reduce -4.8% 195,652 $12.5M
Mark Sheptoff Financial Planning, LLC 6.92% Add +0.0% 195,218 $12.5M
Caldwell Trust Co 1.45% Reduce -6.2% 195,084 $12.5M
Erste Asset Management GmbH 0.17% No change 194,780 $12.4M
Glenview Trust Co 0.26% Add +30.9% 192,401 $12.3M
Associated Banc-Corp 0.39% Reduce -1.1% 192,240 $12.3M
Patten & Patten Inc. 0.87% Add +2.4% 192,134 $12.3M
Alps Advisors Inc. 0.09% Add +1.3% 191,517 $12.2M
Citizens Financial Group Inc. 0.41% Reduce -3.0% 191,356 $12.2M
Ninety One North America, Inc. 0.58% Add +18.0% 188,254 $12.0M
Bourgeon Capital Management LLC 2.34% Add +42.0% 187,497 $12.0M
Elo Mutual Pension Insurance Co 0.28% Add +4.7% 187,468 $12.0M
Hoylecohen, LLC 0.91% Add +1.3% 185,866 $11.9M
MAI Capital Management 0.12% Reduce -5.5% 185,492 $11.9M
Steigerwald, Gordon & Koch Inc. 1.47% Add +32.9% 184,922 $11.8M
B. Riley Wealth Advisors, Inc. 0.32% Add +11.5% 206,009 $11.8M
Snowden Capital Advisors LLC 0.37% Add +124.5% 184,653 $11.8M
Moors & Cabot, Inc. 0.64% Add +37.6% 184,034 $11.8M
Beck Bode, LLC 2.38% Add +13.1% 182,690 $11.7M
Hamilton Capital Partners Inc. 1.40% Add +51.7% 181,468 $11.6M
Verity & Verity, LLC 1.29% New 181,143 $11.6M
Nixon Peabody Trust Co. 1.06% Add +3.3% 180,746 $11.6M
Walleye Trading LLC 0.19% Reduce -5.9% 179,869 $11.5M
CW Advisors, LLC 0.20% Add +1.1% 178,765 $11.4M
JGP Wealth Management, LLC 1.65% Reduce -22.3% 177,653 $11.4M
First Trust Investment Solutions L.P. 2.00% Add +2.3% 177,357 $11.3M
Beaumont Financial Advisors, LLC 0.93% Add +24.0% 175,648 $11.2M
Oregon Public Employees Retirement Fund 0.22% Add +9.5% 175,397 $11.2M
Gulf International Bank (UK) Ltd 0.28% Add +0.4% 174,399 $11.1M
S.E.E.D. Planning Group LLC 4.07% Add +16.5% 174,271 $11.1M
Heritage Investors Management Corp. 0.38% Add +4.8% 169,680 $10.8M
Allianz SE 0.34% — 169,583 $10.8M
Sandy Spring Bank 0.49% Add +1.7% 167,255 $10.7M
Angelo Gordon & Co., L.P. 3.85% No change 166,200 $10.6M
Teachers Retirement System of the State of Kentucky 0.09% Reduce -4.1% 165,869 $10.6M
Beacon Pointe Advisors, LLC 0.12% Reduce -11.5% 165,635 $10.6M
Vanguard Personalized Indexing Management, LLC 0.22% Add +24.0% 163,379 $10.4M
Scotia Capital Inc. 0.06% Add +1.5% 163,234 $10.4M
Capricorn Fund Managers Ltd 6.24% Add +54.2% 162,259 $10.4M
QRG Capital Management, Inc. 0.13% Add +3.3% 162,124 $10.4M
Freestone Capital Holdings, LLC 0.38% Add +22.2% 161,075 $10.3M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -2.3% 160,808 $10.3M
SFE Investment Counsel 2.32% Add +46.7% 160,454 $10.3M
Alley Investment Management Company, LLC 1.41% Add +1.2% 160,438 $10.3M
Maryland State Retirement & Pension System 0.20% Add +2.3% 161,176 $10.1M
Country Club Bank 0.71% Add +4.0% 157,617 $10.1M
Metis Global Partners, LLC 0.37% Add +6.8% 157,481 $10.1M
Intact Investment Management Inc. 0.39% No change 156,600 $10.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.96% New 156,000 $10.0M
Kentucky Retirement Systems 0.30% Reduce -5.1% 155,813 $10.0M
Douglass Winthrop Advisors, LLC 0.20% Add +19.1% 155,734 $10.0M
Camden National Bank 1.74% Reduce -1.3% 154,545 $9.9M
Noesis Capital Mangement Corp. 2.19% Reduce -7.5% 154,172 $9.9M
Coulter & Justus Financial Services, LLC 2.19% New 154,172 $9.9M
Spirepoint Private Client, LLC 1.49% — 153,538 $9.8M
Cramer Rosenthal McGlynn LLC 0.53% Reduce -2.4% 153,188 $9.8M
St Germain D J Co. Inc. 0.48% Add +19.9% 152,628 $9.8M
Dupont Capital Management Corp. 0.80% No change 152,059 $9.7M
Dakota Wealth Management 0.24% Reduce -4.0% 150,408 $9.6M
Dividend Assets Capital, LLC 2.02% Add +70.6% 150,267 $9.6M
Prudential PLC 0.08% Add +55.5% 149,886 $9.6M
First Fiduciary Investment Counsel, Inc. 1.99% Add +8.6% 149,840 $9.6M
Gateway Investment Advisers LLC 0.11% Add +61.3% 149,161 $9.5M
Walleye Capital LLC 0.11% Reduce -55.2% 148,917 $9.5M
Crestwood Advisors Group, LLC 0.21% Add +33.9% 148,563 $9.5M
Shikiar Asset Management Inc. 3.03% Add +3.0% 148,352 $9.5M
Lido Advisors, LLC 0.09% Add +6.0% 148,057 $9.5M
O'shaughnessy Asset Management, LLC 0.10% Add +26.0% 147,600 $9.4M
M. Kraus & Co 2.86% Add +2.3% 147,310 $9.4M
Mattern Capital Management, LLC 1.26% Add +8.7% 145,500 $9.3M
First American Trust, FSB 0.97% Add +18.9% 144,536 $9.2M
Lockheed Martin Investment Management Co. 0.67% Reduce -11.3% 134,890 $9.2M
Wealthfront Advisers LLC 0.03% Add +19.3% 144,225 $9.2M
Cutler Investment Counsel LLC 1.24% Add +447.8% 144,146 $9.2M
Kingsview Wealth Management, LLC 0.23% Reduce -3.0% 143,830 $9.2M
Motley Fool Wealth Management, LLC 0.47% Reduce -0.3% 142,742 $9.1M
Wilmington Savings Fund Society, FSB 0.35% — 142,570 $9.1M
LGT Group Foundation 0.22% Reduce -6.0% 142,500 $9.1M
Advisory Services Network, LLC 0.20% Reduce -0.6% 142,034 $9.1M
Moore Capital Management, LP 0.19% Add +490.9% 141,809 $9.1M
Elevation Point Wealth Partners, LLC 0.69% Add +2.2% 141,067 $9.0M
SouthState Bank Corp 0.70% Add +48.8% 140,949 $9.0M
Aristeia Capital, L.L.C. 0.61% New 140,300 $9.0M
KBC Group NV 0.03% Add +5.3% 140,056 $9.0M
Itau Unibanco Holding S.A. 0.38% Add +13.1% 138,259 $8.8M
South Dakota Investment Council 0.18% Add +127.1% 138,107 $8.8M
Jones Financial Companies LLLP 0.01% Add +11.3% 137,740 $8.8M
SlateStone Wealth, LLC 0.88% Add +68.2% 137,598 $8.8M
Pinebridge Investments, L.P. 0.07% Add +11.7% 137,327 $8.8M
Pacer Advisors, Inc. 0.02% Add +2.8% 136,813 $8.7M
Schmidt P J Investment Management Inc. 1.64% Add +1.2% 136,225 $8.7M
HB Wealth Management, LLC 0.11% Add +4.1% 135,826 $8.7M
Brasada Capital Management, LP 1.55% Add +5.3% 135,026 $8.6M
Bright Rock Capital Management, LLC 1.79% Add +107.7% 135,000 $8.6M
Essex Investment Management Co. LLC 1.70% Add +42.7% 134,634 $8.6M
Robeco Institutional Asset Management B.V. 0.02% Add +10.4% 134,421 $8.6M
Narwhal Capital Management 0.84% Reduce -13.3% 134,045 $8.6M
Ibex Wealth Advisors 2.32% — 102,345 $8.6M
Venture Visionary Partners LLC 0.41% Add +3.0% 133,750 $8.5M
Tenere Capital LLC 2.52% New 132,614 $8.5M
Hartford Investment Management Co. 0.30% Reduce -4.1% 132,555 $8.5M
Assetmark, Inc. 0.03% Add +4.3% 132,478 $8.5M
BTC Capital Management, Inc. 0.77% — 131,907 $8.4M
Chesley Taft & Associates LLC 0.43% Add +2.7% 131,161 $8.4M
Woodstock Corp. 0.86% Add +2.3% 130,297 $8.3M
Texas Yale Capital Corp. 0.37% Add +14.9% 130,061 $8.3M
Credit Agricole S A 0.14% Add +8199.3% 129,386 $8.3M
Blue Chip Partners, LLC 0.80% Reduce -3.6% 128,723 $8.2M
Atria Investments, Inc 0.11% Add +2.3% 128,417 $8.2M
Core Alternative Capital 1.46% Reduce -3.5% 127,846 $8.2M
Spinnaker Trust 0.52% Add +4.4% 127,047 $8.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.83% Add +7.1% 126,989 $8.1M
J. L. Bainbridge & Co., Inc. 0.86% Add +242.5% 126,804 $8.1M
Community Trust & Investment Co. 0.57% Add +4.1% 126,200 $8.1M
Thrivent Financial for Lutherans 0.02% Reduce -0.9% 125,905 $8.0M
Parallel Advisors, LLC 0.22% Add +12.5% 124,755 $8.0M
Sigma Planning Corp 0.25% Add +104.7% 123,342 $7.9M
HFR Wealth Management, LLC 1.99% Add +2.3% 123,044 $7.9M
United Capital Financial Advisors, LLC 0.06% Reduce -3.9% 123,025 $7.9M
McCollum Christoferson Group LLC 2.27% Add +1.1% 122,680 $7.8M
Greenleaf Trust 0.07% Add +9.8% 121,651 $7.8M
Everett Harris & Co. 0.10% Add +1.8% 120,991 $7.7M
WealthPlan Investment Management, LLC 1.18% Add +9.7% 120,870 $7.7M
Securian Asset Management, Inc. 0.23% Reduce -7.0% 120,844 $7.7M
First Foundation Advisors 0.31% Reduce -3.5% 120,046 $7.7M
Tiaa Trust, National Association 0.02% Reduce -1.8% 119,707 $7.7M
Ninety One SA (Pty) Ltd 1.10% Add +5.5% 119,679 $7.6M
Synovus Financial Corp. 0.10% Add +1.3% 119,612 $7.6M
Louisiana State Employees Retirement System 0.15% Reduce -3.8% 119,400 $7.6M
Aptus Capital Advisors, LLC 0.16% Add +10.1% 119,154 $7.6M
Nicholas Company, Inc. 0.13% No change 118,900 $7.6M
Lanark Financial, Inc. 0.71% Reduce -2.0% 118,344 $7.6M
Motco 0.45% Add +13.5% 117,647 $7.5M
Stonegate Investment Group, LLC 0.24% Add +0.0% 117,628 $7.5M
Parkside Investments, LLC 1.19% Add +8.4% 117,474 $7.5M
Cyrus J. Lawrence, LLC 1.66% — 117,267 $7.5M
Visionary Wealth Advisors 0.50% Add +26.2% 117,025 $7.5M
Sculptor Capital LP 0.23% Add +2.5% 116,635 $7.5M
Novare Capital Management LLC 0.67% Add +8.0% 116,336 $7.4M
Amica Mutual Insurance Co. 0.76% No change 116,011 $7.4M
Orion Porfolio Solutions, LLC 0.08% Add +34.0% 115,131 $7.4M
Orion Portfolio Solutions, LLC 0.08% Add +34.0% 115,131 $7.4M
Park Avenue Securities LLC 0.09% Add +10.7% 114,293 $7.3M
Independent Advisor Alliance 0.26% Reduce -4.8% 113,814 $7.3M
Texas Capital Bank Wealth Management Services Inc 0.80% Add +29.8% 113,629 $7.3M
Crossmark Global Holdings, Inc. 0.14% Reduce -0.2% 113,611 $7.3M
Ziegler Capital Management, LLC 0.28% Reduce -23.6% 113,591 $7.3M
Beacon Investment Advisory Services, Inc. 0.31% Reduce -0.5% 113,306 $7.2M
Asset Management Advisors, LLC 5.61% Add +107.8% 112,955 $7.2M
Quantitative Investment Management, LLC 0.42% New 112,496 $7.2M
Simmons Bank 0.54% Add +6.5% 112,188 $7.2M
Stablepoint Partners, LLC 1.45% Add +13.4% 112,100 $7.2M
Evercore Wealth Management, LLC 0.11% Add +64.7% 111,350 $7.1M
Edgemoor Investment Advisors, Inc. 0.68% Reduce -1.5% 111,224 $7.1M
Atria Wealth Solutions, Inc. 0.08% Add +3.1% 110,808 $7.1M
Cape Cod Five Cents Savings Bank 0.68% Add +1.0% 110,407 $7.1M
Kingdon Capital Management, L.L.C. 0.93% New 110,000 $7.0M
Savant Capital, LLC 0.08% Add +60.3% 109,499 $7.0M
Cornerstone Advisors, LLC 0.29% No change 109,400 $7.0M
Slocum, Gordon & Co LLP 5.19% Add +41.2% 109,363 $7.0M
Bokf, NA 0.13% Reduce -24.0% 110,048 $7.0M
Point72 Europe (London) LLP 0.65% New 109,100 $7.0M
B & T Capital Management DBA Alpha Capital Management 1.35% Add +1.6% 108,526 $6.9M
Carmignac Gestion 0.11% Reduce -65.8% 108,351 $6.9M
Cullen/Frost Bankers, Inc. 0.10% Add +0.2% 108,126 $6.9M
Farmers Trust Co. 1.38% Add +22.8% 107,020 $6.8M
Hixon Zuercher, LLC 2.87% Add +17.1% 106,276 $6.8M
ING Groep NV 0.05% Reduce -62.3% 106,045 $6.8M
Energy Income Partners, LLC 0.14% Reduce -86.0% 105,049 $6.7M
Canandaigua National Bank & Trust Co. 0.99% Add +16.0% 104,983 $6.7M
Jackson Wealth Management, LLC 0.83% Add +38.7% 104,547 $6.7M
Beacon Harbor Wealth Advisors, Inc. 1.77% Add +95.7% 104,390 $6.7M
UNIVEST FINANCIAL Corp 1.88% Add +188.4% 104,365 $6.7M
New Mexico Educational Retirement Board 0.24% Reduce -1.8% 103,332 $6.6M
Buckingham Strategic Wealth, LLC 0.07% Add +6.4% 102,904 $6.6M
Bar Harbor Wealth Management 0.44% Reduce -1.1% 102,461 $6.5M
Harbour Trust & Investment Management Co 0.82% Add +34.5% 101,766 $6.5M
Cohen Capital Management, Inc. 1.14% Add +1.3% 101,615 $6.5M
Strategic Wealth Partners, Ltd. 0.71% Add +11.3% 101,424 $6.5M
Boston Financial Mangement LLC 0.20% Reduce -4.5% 100,567 $6.4M
Intech Investment Management LLC 0.09% Add +35.7% 100,308 $6.4M
Hamilton Point Investment Advisors, LLC 1.24% Add +18.4% 99,685 $6.4M
YHB Investment Advisors, Inc. 0.56% Add +1.7% 99,635 $6.4M
TENOR CAPITAL MANAGEMENT Co., L.P. 2.90% New 98,200 $6.3M
Ameritas Investment Partners, Inc. 0.21% Add +31.7% 98,085 $6.3M
Haverford Financial Services, Inc. 1.80% New 97,680 $6.2M
Coldstream Capital Management Inc. 0.16% Add +2.4% 96,861 $6.2M
HUB Investment Partners, LLC 0.34% Add +38.0% 96,854 $6.2M
Sumitomo Life Insurance Co. 0.16% Add +52.0% 103,397 $6.2M
Financial & Tax Architects, LLC 1.70% Add +11.4% 96,587 $6.2M
Phoenix Financial Ltd. 0.09% Add +51.1% 96,364 $6.2M
Smith Chas P & Associates Pa Cpas 0.37% Reduce -83.9% 96,210 $6.1M
Baugh & Associates, LLC 3.27% Reduce -0.2% 96,012 $6.1M
Geneos Wealth Management Inc. 0.28% Add +1415.0% 95,522 $6.1M
Old National Bancorp 0.14% Reduce -1.8% 95,266 $6.1M
Siemens Fonds Invest GmbH 0.47% Reduce -0.8% 94,666 $6.1M
Ferguson Wellman Capital Management, Inc. 0.12% Reduce -7.1% 94,531 $6.0M
Bridge Creek Capital Management LLC 1.93% Add +8.5% 94,494 $6.0M
Banque Cantonale Vaudoise 0.24% Reduce -7.3% 94,383 $6.0M
Kesler, Norman & Wride, LLC 1.28% Add +5.3% 94,340 $6.0M
TCW Group Inc. 0.06% Add +121.9% 94,341 $6.0M
Miller Howard Investments Inc. 0.20% Add +12.6% 94,209 $6.0M
Global Retirement Partners, LLC 0.22% Add +5.0% 93,760 $6.0M
Cyndeo Wealth Partners, LLC 0.50% Add +14.2% 93,684 $6.0M
Executive Wealth Management, LLC 0.52% Reduce -15.7% 94,402 $6.0M
Studio Investment Management LLC 1.42% Reduce -1.6% 93,293 $6.0M
First Merchants Corp. 0.44% Add +6.3% 92,448 $5.9M
TD Waterhouse Canada Inc. 0.04% Add +1.3% 91,509 $5.9M
Parallax Volatility Advisers, L.P. 0.19% New 91,894 $5.9M
Palisade Capital Management, LP 0.17% Reduce -27.7% 91,510 $5.8M
Fiduciary Alliance LLC 1.03% Reduce -12.1% 91,724 $5.8M
Tokio Marine Asset Management Co. Ltd. 0.29% Add +2.6% 90,701 $5.8M
First Citizens Bank & Trust Co. 0.11% Add +159.3% 90,447 $5.8M
Security National Bank 0.88% Add +5.0% 90,438 $5.8M
Westfield Capital Management Co. LP 0.03% Reduce -3.0% 89,841 $5.7M
Parsons Capital Management Inc. 0.39% Reduce -7.9% 89,645 $5.7M
Pioneer Trust Bank N A 1.59% Add +20.0% 89,570 $5.7M
Stratos Wealth Partners, LTD. 0.10% Add +1.5% 89,534 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -17.7% 88,834 $5.7M
O'Brien Greene & Co. Inc 1.87% Reduce -4.9% 88,701 $5.7M
Vision Capital Management, Inc. 0.84% Add +0.5% 88,612 $5.7M
Opus Investment Management Inc. 3.67% No change 88,000 $5.6M
Linscomb Wealth, Inc. 0.29% Add +5.8% 87,721 $5.6M
WealthPLAN Partners, LLC 0.58% Reduce -2.2% 87,633 $5.6M
Stamos Capital Partners, L.P. 1.26% Add +1.2% 87,030 $5.6M
Naples Global Advisors, LLC 0.57% Add +15.6% 86,649 $5.5M
Bfsg, LLC 0.73% Reduce -4.2% 86,260 $5.5M
Prospera Financial Services Inc 0.16% Reduce -10.2% 85,911 $5.5M
Apollon Wealth Management, LLC 0.17% Reduce -1.2% 85,324 $5.5M
Shelton Capital Management 0.16% Add +60.3% 85,064 $5.4M
Hemenway Trust Co LLC 0.47% Add +22.7% 85,005 $5.4M
TD Private Client Wealth LLC 0.18% Add +13.1% 84,346 $5.4M
Aventail Capital Group, LP 0.41% New 84,000 $5.4M
PointState Capital LP 0.16% Reduce -3.0% 83,223 $5.3M
Pinnacle Financial Partners Inc 0.11% Reduce -12.0% 82,938 $5.3M
Metropolitan Life Insurance Co 0.23% Reduce -0.9% 82,751 $5.3M
Shelter Mutual Insurance Co 1.36% No change 82,520 $5.3M
Somerset Trust Co 2.15% Add +2.6% 82,460 $5.3M
Marietta Wealth Management, LLC 0.87% Add +24.9% 82,188 $5.3M
Constitution Capital LLC 2.93% Add +3.6% 81,130 $5.2M
Logan Capital Management Inc. 0.22% Add +3.9% 80,702 $5.2M
Farmers & Merchants Investments Inc. 0.17% Add +62.7% 80,611 $5.2M
Ancora Advisors LLC 0.12% Add +10.6% 79,994 $5.1M
Towne Trust Company, N.A 1.83% Add +4.7% 78,783 $5.0M
Stokes Capital Advisors, LLC 1.46% Add +20.7% 78,724 $5.0M
Institutional & Family Asset Management, LLC 0.79% Add +28.9% 77,581 $5.0M
Waratah Capital Advisors Ltd. 0.25% New 77,150 $4.9M
Renaissance Investment Group LLC 1.13% Reduce -2.1% 77,088 $4.9M
Profund Advisors LLC 0.19% Reduce -7.7% 76,567 $4.9M
Citizens National Bank Trust Department 1.13% Add +7.2% 76,227 $4.9M
Journey Advisory Group, LLC 0.60% Reduce -0.1% 75,738 $4.8M
American National Bank & Trust Co. 1.14% — 75,392 $4.8M
HighPoint Advisor Group LLC 0.34% Add +0.2% 64,358 $4.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.25% New 74,993 $4.8M
Eastern Bank 0.20% Add +109.4% 74,458 $4.8M
NBT Bank, N.A. 0.35% Reduce -1.8% 74,175 $4.7M
Prime Capital Investment Advisors, LLC 0.07% Reduce -61.5% 73,918 $4.7M
First National Advisers, LLC 1.05% Add +27.2% 69,386 $4.7M
Natixis Investment Managers International 0.32% Reduce -68.3% 73,425 $4.7M
Kingswood Wealth Advisors, LLC 0.54% Reduce -26.1% 73,279 $4.7M
Glen Eagle Advisors, LLC 0.89% Reduce -5.7% 73,268 $4.7M
Pallas Capital Advisors LLC 0.19% Add +427.4% 72,897 $4.7M
Norinchukin Bank, The 0.14% Reduce -1.4% 72,354 $4.6M
Empirical Finance, LLC 0.28% Add +3.6% 72,286 $4.6M
Coston, McIsaac & Partners 1.48% Add +4.8% 72,227 $4.6M
Spring Capital Management, LLC 3.46% Reduce -1.7% 71,963 $4.6M
Busey Bank 0.16% Reduce -0.7% 71,528 $4.6M
Account Management LLC 4.91% Add +2.1% 71,155 $4.5M
Brookstone Capital Management 0.08% Add +19.8% 71,152 $4.5M
Community Financial Services Group, LLC 1.03% — 70,851 $4.5M
Stratos Investment Management, LLC 0.44% Reduce -22.0% 70,710 $4.5M
Boston Research & Management Inc. 1.11% Add +3.4% 70,554 $4.5M
Avantax Advisory Services, Inc. 0.04% Add +11.4% 70,299 $4.5M
Colonial Trust Advisors 0.44% Add +10.6% 70,148 $4.5M
Decade Renewable Partners LP 2.37% Add +11.3% 70,136 $4.5M
Nomura Holdings Inc. 0.04% Reduce -37.4% 69,362 $4.4M
Gouws Capital LLC 3.36% Add +2.7% 69,273 $4.4M
Somerville Kurt F 0.76% Add +19.3% 69,220 $4.4M
Vestcor Inc 0.15% Reduce -15.3% 69,070 $4.4M
Trivium Point Advisory, LLC 0.95% Add +8.7% 68,954 $4.4M
Birch Hill Investment Advisors LLC 0.21% Add +3.6% 68,838 $4.4M
Calamos Wealth Management LLC 0.25% Reduce -5.6% 68,779 $4.4M
Nippon Life Global Investors Americas, Inc. 0.21% Reduce -86.1% 68,720 $4.4M
Bogart Wealth, LLC 0.23% Reduce -11.3% 68,624 $4.4M
Mgo One Seven LLC 0.23% Add +58.0% 68,364 $4.4M
American National Bank & Trust 0.58% Add +4.8% 68,046 $4.3M
Dupree Financial Group, LLC 2.05% Add +0.4% 67,938 $4.3M
Kentucky Retirement Systems Insurance Trust Fund 0.30% Reduce -7.4% 67,708 $4.3M
Praxis Investment Management Inc. 0.29% Reduce -2.7% 67,600 $4.3M
Silvercrest Asset Management Group LLC 0.03% Add +2.1% 67,456 $4.3M
Caption Management, LLC 0.47% Reduce -72.6% 67,188 $4.3M
NewEdge Wealth, LLC 0.10% Add +1.5% 62,187 $4.3M
Bailard, Inc. 0.12% Reduce -1.4% 66,945 $4.3M
Tower Research Capital LLC (TRC) 0.10% Reduce -76.5% 66,663 $4.3M
Fragasso Financial Advisors Inc 0.36% Add +1.7% 66,554 $4.3M
Financial Advisory Partners, LLC 1.64% Reduce -11.3% 66,543 $4.3M
Salem Investment Counselors Inc. 0.14% Add +1.1% 66,413 $4.2M
Pine Valley Investments Ltd Liability Co 0.33% Add +5.6% 66,321 $4.2M
Ingalls & Snyder LLC 0.19% Add +0.5% 66,306 $4.2M
Formidable Asset Management, LLC 0.69% Add +544.6% 66,212 $4.2M
Jaffetilchin Investment Partners, LLC 0.38% Reduce -6.0% 66,114 $4.2M
Montag A & Associates Inc. 0.21% Add +1.5% 66,005 $4.2M
Peninsula Asset Management Inc. 2.24% Add +33.6% 65,400 $4.2M
Oak Harvest Investment Services 0.69% Add +2.4% 65,358 $4.2M
Weatherly Asset Management L. P. 0.40% Reduce -3.6% 65,328 $4.2M
Solidarity Wealth, LLC 1.30% Add +25.5% 65,211 $4.2M
Roberts Wealth Advisors, LLC 1.56% Add +2.9% 66,362 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.11% Add +0.3% 65,104 $4.2M
Sit Investment Associates Inc. 0.09% Reduce -0.9% 64,539 $4.1M
AE Wealth Management LLC 0.05% Reduce -84.9% 64,441 $4.1M
First Trust Direct Indexing L.P. 0.31% Add +1.5% 64,387 $4.1M
Concurrent Investment Advisors, LLC 0.17% Add +3.9% 64,380 $4.1M
Brick & Kyle, Associates 1.83% Add +1.1% 65,746 $4.1M
Aull & Monroe Investment Management Corp 1.88% No change 64,192 $4.1M
Rice Partnership, LLC 0.96% Add +9.1% 63,518 $4.1M
Rench Wealth Management, Inc. 1.55% New 63,366 $4.0M
Kinloch Capital, LLC 2.08% New 63,353 $4.0M
Winthrop Capital Management, LLC 1.86% Add +13.5% 63,182 $4.0M
Trust Co. of Toledo NA 0.63% Reduce -3.4% 62,672 $4.0M
Inspire Trust Co, N.A. 2.23% Add +93.8% 62,629 $4.0M
Truvestments Capital LLC 1.54% Add +20.9% 62,552 $4.0M
Farmers National Bank 1.19% Add +9.2% 62,491 $4.0M
Great Valley Advisor Group, Inc. 0.12% Reduce -48.4% 62,267 $4.0M
Tidal Investments LLC 0.07% Reduce -18.8% 62,275 $4.0M
Whittier Trust Co. 0.06% Reduce -3.1% 62,121 $4.0M
Perigon Wealth Management, LLC 0.12% Reduce -20.4% 61,957 $4.0M
Capital Investment Advisors, LLC 0.09% Reduce -2.3% 61,748 $3.9M
Covington Investment Advisors Inc. 0.64% Reduce -12.6% 61,576 $3.9M
Highland Capital Management, LLC 0.23% Reduce -1.6% 61,532 $3.9M
Xcel Wealth Management, LLC 1.23% Add +24.0% 61,171 $3.9M
Paloma Partners Management Co 0.82% New 61,029 $3.9M
Greenland Capital Management LP 0.64% New 60,664 $3.9M
T. Rowe Price Investment Management, Inc. 0.00% Add +76.8% 60,615 $3.9M
Empowered Funds, LLC 0.07% Add +21.5% 60,563 $3.9M
Gladstone Institutional Advisory LLC 0.21% Reduce -26.3% 60,240 $3.8M
Point Windward Advisors Inc. 1.59% Add +169.8% 59,944 $3.8M
Sompo Asset Management Co., Ltd. 0.63% Add +8.7% 59,856 $3.8M
Howe & Rusling Inc. 0.37% Reduce -32.1% 59,828 $3.8M
United Services Automobile Association 0.09% Add +1.6% 59,563 $3.8M
Crestline Management, L.P. 0.36% New 59,500 $3.8M
Capital International, Inc. 0.05% Add +4.9% 59,439 $3.8M
Cohen Klingenstein LLC 0.14% No change 59,400 $3.8M
First Western Trust Bank 0.17% Reduce -6.5% 59,108 $3.8M
Liberty One Investment Management, LLC 0.43% Add +51.7% 59,107 $3.8M
Greenwood Capital Associates LLC 0.50% Reduce -59.4% 58,990 $3.8M
StrongBox Wealth, LLC 1.98% Add +5.8% 58,772 $3.8M
HM Payson & Co. 0.07% Add +0.3% 58,691 $3.8M
Tower Bridge Advisors 0.39% Reduce -6.6% 58,639 $3.7M
Ameritas Advisory Services, LLC 0.15% Add +189.0% 55,797 $3.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +15.7% 57,231 $3.7M
Ieq Capital, LLC 0.05% Add +7.3% 58,254 $3.7M
Monarch Capital Management Inc. 1.05% Reduce -0.1% 58,242 $3.7M
Corbyn Investment Management Inc. 1.65% Reduce -3.3% 58,232 $3.7M
Plimoth Trust Co. LLC 0.99% Add +7.3% 58,159 $3.7M
Schnieders Capital Management LLC 0.77% Add +6.5% 58,077 $3.7M
Financial Advocates Investment Management 0.22% Reduce -11.0% 58,040 $3.7M
Capital City Trust Co. 1.03% Reduce -0.3% 58,035 $3.7M
Adell Harriman & Carpenter Inc. 0.31% Reduce -9.4% 57,989 $3.7M
Financial Enhancement Group LLC 0.61% Add +2.3% 58,549 $3.7M
Ashton Thomas Private Wealth, LLC 0.21% Add +15.4% 57,691 $3.7M
Lincoln National Corp. 0.06% Add +7.8% 57,318 $3.7M
Benjamin Edwards Inc. 0.72% Reduce -11.1% 56,938 $3.6M
Meiji Yasuda Life Insurance Co 0.08% Add +6.3% 56,846 $3.6M
West Oak Capital, LLC 1.54% Add +3.9% 56,718 $3.6M
LS Investment Advisors, LLC 0.57% Add +3.5% 56,463 $3.6M
American Trust 0.30% Reduce -2.1% 56,306 $3.6M
HBK Investments L P 0.10% New 56,100 $3.6M
Wright Investors Service Inc. 0.91% Add +1.0% 56,026 $3.6M
Rodgers Brothers Inc. 0.49% Reduce -0.7% 55,846 $3.6M
Sigma Investment Counselors Inc. 0.23% Add +2.1% 55,745 $3.6M
Squarepoint Ops LLC 0.01% Reduce -62.9% 55,641 $3.6M
Atlantic Union Bankshares Corp 0.30% Reduce -9.9% 55,439 $3.5M
Belpointe Asset Management LLC 0.27% Add +37.1% 55,363 $3.5M
Rakuten Investment Management, Inc. 0.03% Add +987.5% 55,171 $3.5M
RFG Advisory, LLC 0.12% Add +104.3% 54,889 $3.5M
Seneca House Advisors 1.52% Add +8.2% 54,673 $3.5M
IFP Advisors, Inc 0.15% Add +1.3% 54,575 $3.5M
BNP Paribas 0.16% — 54,482 $3.5M
Community Bank, N.A. 0.46% Add +3.9% 54,403 $3.5M
Second Half Financial Partners, LLC 1.55% Add +0.5% 54,366 $3.5M
Allworth Financial LP 0.02% Reduce -0.2% 54,352 $3.5M
Farther Finance Advisors, LLC 0.21% Add +14.3% 54,757 $3.5M
Choate Investment Advisors 0.09% Add +7.8% 54,030 $3.5M
Hyman Charles D 0.19% Reduce -3.0% 53,908 $3.4M
Signet Investment Advisory Group, Inc. 1.88% Add +12.3% 53,868 $3.4M
Violich Capital Management, Inc. 0.49% Add +3.2% 53,600 $3.4M
Wolverine Asset Management LLC 0.30% Reduce -65.2% 53,386 $3.4M
AMG National Trust Bank 0.10% Add +71.6% 53,292 $3.4M
Lynch & Associates 0.78% Reduce -10.1% 53,118 $3.4M
Altrafin AG 1.23% Reduce -5.9% 53,059 $3.4M
Northcape Wealth Management, LLC 1.23% Add +180.3% 52,884 $3.4M
Valicenti Advisory Services Inc. 0.94% Reduce -12.0% 52,853 $3.4M
PFG Investments, LLC 0.20% Add +360.1% 52,842 $3.4M
Wedbush Securities Inc. 0.13% Add +18.1% 52,830 $3.4M
Advocate Group LLC 0.67% Add +58.8% 52,625 $3.4M
Somerset Group LLC 3.12% Reduce -7.5% 52,009 $3.3M
Kingfisher Capital LLC 0.81% Add +1.0% 51,986 $3.3M
Global Trust Asset Management, LLC 1.35% Reduce -1.9% 51,536 $3.3M
Rockline Wealth Management, LLC 1.15% Add +2.0% 51,353 $3.3M
NorthCoast Asset Management LLC 0.04% Add +482.3% 51,186 $3.3M
NEOS Investment Management LLC 0.20% Add +75.9% 51,158 $3.3M
Abbrea Capital, LLC 0.43% Reduce -0.8% 51,101 $3.3M
Andrew Hill Investment Advisors, Inc. 2.88% Add +9.0% 51,056 $3.3M
Moseley Investment Management Inc. 1.61% Add +1.4% 50,760 $3.2M
CSM Advisors, LLC 0.21% Add +6.5% 50,542 $3.2M
Signaturefd, LLC 0.07% Reduce -5.8% 50,376 $3.2M
City Holding Co. 0.48% Reduce -4.9% 50,338 $3.2M
Cincinnati Specialty Underwriters Insurance CO 1.00% No change 50,000 $3.2M
American Assets Investment Management, LLC 0.30% No change 50,000 $3.2M
Independence Bank of Kentucky 0.95% Add +8.1% 49,722 $3.2M
Summit Financial, LLC 0.19% Add +2.5% 49,713 $3.2M
Trillium Asset Management, LLC 0.08% Add +633.5% 49,671 $3.2M
Fred Alger Management, LLC 0.02% Add +5.4% 48,972 $3.1M
James Investment Research, Inc. 0.37% Add +0.5% 48,537 $3.1M
Beacon Bank & Trust 0.76% Add +3.8% 48,159 $3.1M
M. Kulyk & Associates, LLC 0.71% Add +1.1% 48,151 $3.1M
Hartford Financial Management Inc. 0.65% No change 48,000 $3.1M
Cincinnati Financial Corp. 0.07% No change 48,000 $3.1M
Princeton Global Asset Management LLC 0.72% Add +1.7% 47,547 $3.0M
Morton Community Bank 0.87% Add +14.1% 47,516 $3.0M
Moloney Securities Asset Management, LLC 0.46% Add +15.0% 47,322 $3.0M
Tyche Wealth Partners LLC 0.74% Reduce -15.5% 47,307 $3.0M
TrueMark Investments, LLC 2.77% Reduce -0.8% 47,269 $3.0M
Estabrook Capital Management 0.47% Reduce -0.8% 47,260 $3.0M
Asio Capital, LLC 0.64% Add +6.1% 47,167 $3.0M
Ledyard National Bank 0.29% Reduce -4.3% 47,163 $3.0M
Clifford Swan Investment Counsel LLC 0.11% Reduce -3.1% 47,040 $3.0M
Horan Capital Advisors, LLC. 1.07% Reduce -1.8% 47,026 $3.0M
Dillon & Associates Inc. 0.47% Add +13.7% 46,742 $3.0M
First Horizon Advisors, Inc. 0.09% Reduce -12.3% 46,740 $3.0M
Bowen Hanes & Co. Inc. 0.09% Add +3.8% 46,569 $3.0M
Wealthspire Advisors, LLC 0.04% Reduce -11.4% 46,529 $3.0M
Nations Financial Group Inc, /Ia/ 0.25% Reduce -0.1% 46,274 $3.0M
Sound View Wealth Advisors Group, LLC 0.32% Reduce -15.2% 46,246 $3.0M
Goelzer Investment Management, Inc. 0.17% Reduce -2.2% 46,095 $2.9M
Zions Bancorporation, N.A. 0.22% Reduce -1.4% 46,026 $2.9M
Conscious Wealth Investments, LLC 2.22% New 47,419 $2.9M
Sagefield Capital LP 0.36% New 45,732 $2.9M
Richelieu Gestion SA 3.00% Add +3.3% 45,662 $2.9M
Wilbanks Smith & Thomas Asset Management LLC 0.08% Add +2.1% 45,653 $2.9M
Orleans Capital Management Corp. 1.91% Add +9.9% 45,588 $2.9M
Bensler, LLC 0.42% Add +2.3% 45,163 $2.9M
Alberta Investment Management Corp 0.03% Reduce -34.5% 44,900 $2.9M
Premier Fund Managers Ltd 0.11% No change 45,000 $2.9M
IHT Wealth Management, LLC 0.12% Add +23.7% 44,868 $2.9M
Janney Capital Management LLC 0.19% Reduce -4.1% 44,755 $2.9M
Providence Wealth Advisors, LLC 2.43% Add +1212.0% 19,286 $2.9M
Brown Miller Wealth Management, LLC 1.25% Add +23.2% 44,269 $2.8M
Quadrature Capital Ltd 0.05% Reduce -67.0% 44,281 $2.8M
Cypress Capital Group 0.34% Reduce -4.9% 43,888 $2.8M
Integrated Wealth Concepts LLC 0.04% Add +9.8% 43,345 $2.8M
Fagan Associates, Inc. 0.52% New 43,345 $2.8M
Bleakley Financial Group, LLC 0.08% Add +2.2% 43,342 $2.8M
Bryn Mawr Trust Advisors, LLC 0.16% Add +1.2% 43,148 $2.8M
Simplicity Wealth,LLC 0.07% New 43,148 $2.8M
Jacobi Capital Management LLC 0.25% Add +9.5% 43,116 $2.8M
Principal Securities, Inc. 0.09% Add +8.2% 42,908 $2.7M
Harbour Investment Management LLC 1.29% Add +0.8% 42,866 $2.7M
Horizon Investments, LLC 0.07% Add +2.5% 42,779 $2.7M
Sycomore Asset Management 0.60% Add +23.6% 47,210 $2.7M
Archford Capital Strategies, LLC 0.46% Add +1.2% 42,592 $2.7M
J. W. Coons Advisors, LLC 0.48% Reduce -0.5% 42,584 $2.7M
Strategic Planning Group, LLC 0.67% Add +23.1% 42,108 $2.7M
Baker Avenue Asset Management, LP 0.10% Add +1.1% 42,070 $2.7M
Legacy Financial Strategies, LLC 0.69% Add +52.3% 41,861 $2.7M
Transcend Capital Advisors, LLC 0.21% Add +9.1% 41,838 $2.7M
WINTON GROUP Ltd 0.19% New 41,630 $2.7M
Romano Brothers and Company 0.36% Add +3.5% 41,595 $2.7M
Smithfield Trust Co 0.14% Reduce -0.7% 41,483 $2.7M
Mogy Joel R Investment Counsel Inc. 0.18% Reduce -50.0% 41,510 $2.7M
Financial Counselors Inc. 0.04% Reduce -9.1% 41,430 $2.6M
Blue Fin Capital, Inc. 0.59% Add +1.3% 41,373 $2.6M
Firestone Capital Management 0.73% Add +0.8% 41,237 $2.6M
Cubic Asset Management, LLC 0.62% Add +5.5% 41,196 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.36% No change 41,171 $2.6M
Archer Investment Corp 0.79% Reduce -0.5% 40,869 $2.6M
J.W. Cole Advisors, Inc. 0.13% Add +8.2% 40,619 $2.6M
Sapient Capital LLC 0.06% Reduce -3.7% 40,512 $2.6M
Old Second National Bank of Aurora 0.67% Add +832.1% 40,509 $2.6M
Americana Partners, LLC 0.22% Add +5.6% 40,441 $2.6M
SkyOak Wealth, LLC 0.62% Reduce -0.3% 40,284 $2.6M
Mattern Wealth Management LLC 0.63% Reduce -4.1% 40,267 $2.6M
Equitable Holdings, Inc. 0.03% Add +0.5% 40,168 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.60% No change 40,000 $2.6M
NJ State Employees Deferred Compensation Plan 0.32% No change 40,000 $2.6M
Connable Office Inc. 0.29% Reduce -0.8% 39,917 $2.6M
Capital Analysts, LLC 0.12% Add +23.1% 39,894 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +35.0% 39,344 $2.5M
Moneta Group Investment Advisors LLC 0.04% Add +12.6% 39,308 $2.5M
Buckley Wealth Management, LLC 0.80% Add +18.1% 39,262 $2.5M
Fishman Jay A Ltd. 0.28% Reduce -22.6% 39,215 $2.5M
Modera Wealth Management, LLC 0.04% Reduce -8.5% 39,023 $2.5M
HCR Wealth Advisors 0.38% Reduce -0.7% 38,883 $2.5M
Daymark Wealth Partners, LLC 0.13% Add +5.9% 38,831 $2.5M
Colonial Trust Co / SC 0.46% Add +9.8% 38,625 $2.5M
Clearstead Advisors, LLC 0.12% Add +49.2% 33,084 $2.5M
FDx Advisors, Inc. 0.37% Reduce -3.2% 38,588 $2.5M
GLOBALT Investments LLC / GA 0.10% Reduce -4.3% 38,566 $2.5M
Primoris Wealth Advisors, LLC 1.98% Add +15.0% 38,524 $2.5M
International Assets Investment Management, LLC 0.26% Add +7.8% 38,593 $2.4M
Avitas Wealth Management LLC 0.37% Add +1.0% 38,231 $2.4M
Gerber Kawasaki Wealth & Investment Management 0.13% Reduce -35.5% 38,073 $2.4M
Mitchell Sinkler & Starr 0.61% Reduce -6.3% 37,949 $2.4M
Bender Robert & Associates 0.57% Reduce -1.5% 37,841 $2.4M
Private Trust Co. NA 0.26% Add +0.1% 37,757 $2.4M
Rossmore Private Capital 0.32% Add +15.3% 37,748 $2.4M
FAS Wealth Partners, Inc. 0.21% Add +4.1% 37,653 $2.4M
Robbins Farley 1.32% Add +49.6% 37,440 $2.4M
Spirit of America Management Corp. 0.48% Reduce -8.9% 37,375 $2.4M
Fisher Asset Management 0.00% Reduce -47.5% 37,219 $2.4M
Cidel Asset Management Inc. 0.18% Add +18.2% 37,130 $2.4M
Lineweaver Wealth Advisors, LLC 0.56% Add +8.1% 36,845 $2.4M
Mitchell & Pahl Private Wealth, LLC 1.23% Add +3.7% 36,612 $2.3M
TFG Advisers LLC 0.92% Reduce -1.8% 36,609 $2.3M
Cordatus Wealth Management LLC 1.69% Add +4.0% 36,550 $2.3M
General Partner, Inc. 1.47% Add +9.1% 36,503 $2.3M
Bristlecone Advisors, LLC 0.20% Add +2.7% 36,364 $2.3M
Symphony Financial, Ltd. Co. 0.54% Add +5.4% 36,165 $2.3M
Strategic Financial Services, Inc. 0.15% Reduce -3.3% 36,007 $2.3M
MainStreet Investment Advisors LLC 0.28% Reduce -8.1% 35,929 $2.3M
Knuff & Co LLC 0.77% Reduce -25.7% 35,796 $2.3M
Icon Wealth Advisors, LLC 0.21% Reduce -13.0% 35,665 $2.3M
Cullinan Associates Inc. 0.13% Reduce -41.1% 35,642 $2.3M
Stiles Financial Services Inc 0.91% Add +1.2% 35,603 $2.3M
Granite Group Advisors, LLC 1.53% Reduce -0.7% 35,514 $2.3M
Quintet Private Bank (Europe) S.A. 0.10% Reduce -18.4% 30,990 $2.3M
HBK Sorce Advisory LLC 0.08% Add +3.7% 35,471 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -6.0% 35,407 $2.3M
Choreo, LLC 0.06% Add +7.8% 35,386 $2.3M
Naples Money Management LLC 2.25% Add +2953.9% 35,364 $2.3M
Compass Ion Advisors, LLC 0.32% Reduce -0.8% 35,197 $2.2M
Hall Capital Management Co. Inc. 1.10% Reduce -0.4% 34,838 $2.2M
Concord Wealth Partners 0.40% Add +23.0% 34,830 $2.2M
Meeder Asset Management Inc. 0.14% New 34,800 $2.2M
LVM Capital Management Ltd. 0.26% Add +47.0% 34,739 $2.2M
Thomas J. Herzfeld Advisors, Inc. 0.78% Reduce -14.7% 34,697 $2.2M
Alpha DNA Investment Management LLC 1.22% Reduce -39.9% 34,695 $2.2M
Triangle Securities Wealth Management 0.63% Add +0.7% 34,615 $2.2M
Baldwin Investment Management, LLC 0.30% Reduce -2.9% 34,340 $2.2M
Curi Capital, LLC 0.05% Add +31.7% 34,276 $2.2M
Valmark Advisers, Inc. 0.04% Reduce -3.1% 34,237 $2.2M
Dynamic Advisor Solutions LLC 0.07% Reduce -28.7% 34,117 $2.2M
PFW Advisors LLC 0.66% Reduce -1.1% 34,032 $2.2M
Center for Financial Planning, Inc. 0.32% Reduce -0.6% 33,973 $2.2M
Wealth Alliance, LLC 0.28% Reduce -11.2% 33,968 $2.2M
Patten Group, Inc. 0.53% Reduce -7.9% 33,910 $2.2M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -0.1% 33,801 $2.2M
1ST Source Bank 0.13% Reduce -2.3% 33,771 $2.2M
Resolution Capital Ltd 0.04% Add +75.9% 33,682 $2.2M
Principle Wealth Partners LLC 0.17% Add +23.5% 33,558 $2.1M
Montgomery Investment Management Inc. 0.82% Add +2.8% 33,460 $2.1M
Banco de Sabadell, S.A 1.58% Reduce -5.6% 33,172 $2.1M
McDonald Partners LLC 0.58% Add +5.7% 33,200 $2.1M
Greenfield Savings Bank 1.11% Add +2.9% 33,158 $2.1M
Equitable Trust Co. 0.15% Add +2.0% 33,137 $2.1M
Investment Management Corp of Ontario 0.06% Reduce -30.9% 33,111 $2.1M
Cim, LLC 0.32% Add +2.1% 33,084 $2.1M
Wilkins Investment Counsel Inc. 0.31% Add +33.7% 33,040 $2.1M
Farrow Financial, Inc. 1.47% Add +6.9% 32,912 $2.1M
Whittier Trust Co. of Nevada Inc. 0.06% Add +2.4% 32,907 $2.1M
Munro Partners 0.08% Reduce -35.4% 32,900 $2.1M
Asset Advisors Investment Management, LLC 0.24% Reduce -45.1% 32,878 $2.1M
Finivi Inc. 1.89% Reduce -20.9% 32,677 $2.1M
Pitcairn Co. 0.14% Add +3.1% 32,608 $2.1M
Center For Asset Management LLC 1.70% Add +9.3% 32,597 $2.1M
Analyst IMS Investment Management Services Ltd. 0.09% Add +30.5% 32,422 $2.1M
Integrated Advisors Network LLC 0.11% Add +7.2% 32,398 $2.1M
Focus Partners Advisor Solutions, LLC 0.06% Add +79.8% 32,349 $2.1M
Cornercap Investment Counsel Inc. 0.32% Reduce -15.0% 32,310 $2.1M
Wills Financial Group, Inc. 0.96% Add +3.0% 32,050 $2.0M
La Financiere DE L'echiquier 0.09% Reduce -9.0% 31,988 $2.0M
Beverly Hills Private Wealth, LLC 0.47% Add +6.3% 31,787 $2.0M
Cohen Investment Advisors LLC 1.31% Add +7.4% 31,746 $2.0M
First National Bank & Trust Co. of Newtown 0.41% No change 31,709 $2.0M
Flagship Harbor Advisors, LLC 0.13% Add +4.3% 31,666 $2.0M
CRA Financial Services, LLC 0.44% Add +0.5% 31,620 $2.0M
SteelPeak Wealth, LLC 0.10% Add +33.6% 31,610 $2.0M
Connecticut Wealth Management, LLC 0.11% Reduce -5.3% 31,532 $2.0M
Smith Group Asset Management, LLC 0.11% Reduce -29.8% 31,409 $2.0M
Ballentine Partners, LLC 0.04% Reduce -34.7% 31,324 $2.0M
Western Wealth Management, LLC 0.15% Reduce -25.1% 31,166 $2.0M
Ascent Group, LLC 0.18% Add +0.3% 31,166 $2.0M
Concord Asset Management, LLC 0.52% Add +20.2% 31,104 $2.0M
Vinva Investment Management Ltd 0.11% Add +36.6% 31,067 $2.0M
Shepherd Financial Partners LLC 0.26% Reduce -1.3% 31,061 $2.0M
Man Group plc 0.01% Reduce -87.1% 30,895 $2.0M
Empire Financial Management Company, LLC 0.65% Add +28.1% 30,880 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.81% New 30,868 $2.0M
Castleview Partners, LLC 1.10% Add +171.7% 30,850 $2.0M
Stratos Wealth Advisors, LLC 0.12% Reduce -17.0% 30,788 $2.0M
Garrison Point Advisors, LLC 1.26% Reduce -0.2% 30,676 $2.0M
Boston Trust Walden Corp 0.01% Reduce -5.0% 30,590 $2.0M
Lederer & Associates Investment Counsel 1.35% Add +0.2% 30,436 $1.9M
Clear Rock Advisors, LLC 0.84% Add +5.2% 30,404 $1.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -11.7% 30,383 $1.9M
WealthTrust Axiom LLC 0.63% Add +0.0% 30,363 $1.9M
Strengthening Families & Communities, LLC 1.15% Add +7.4% 30,351 $1.9M
Moody National Bank Trust Division 0.15% Add +6.0% 30,259 $1.9M
CFS Investment Advisory Services, LLC 0.33% Add +4.5% 30,253 $1.9M
Lombard Odier Asset Management (Switzerland) SA 0.14% Reduce -32.6% 30,114 $1.9M
Bank of Hawaii 0.09% Reduce -0.5% 30,041 $1.9M
Advent Capital Management 2.74% Reduce -40.0% 30,000 $1.9M
Pacific Capital Partners Ltd 1.25% Reduce -7.7% 30,000 $1.9M
Hartree Partners, LP 0.50% Reduce -4.8% 30,000 $1.9M
Intrust Bank NA 0.21% Reduce -7.6% 29,968 $1.9M
Wintrust Investments LLC 0.17% Reduce -23.2% 29,902 $1.9M
Brighton Jones LLC 0.07% Add +5.8% 29,849 $1.9M
Imprint Wealth LLC 0.46% Add +50.5% 30,091 $1.9M
Argonautica Private Wealth Management, Inc. 0.68% Add +25.1% 29,803 $1.9M
Chesapeake Wealth Management 0.69% Reduce -2.2% 29,756 $1.9M
PKO Investment Management Joint-Stock Co 0.23% New 29,599 $1.9M
&partners 0.26% Add +85.0% 29,705 $1.9M
Huber Capital Management LLC 0.43% Reduce -5.1% 29,601 $1.9M
Whalerock Point Partners, LLC 0.53% Reduce -6.9% 29,590 $1.9M
LSV Asset Management 0.00% No change 29,480 $1.9M
Great Diamond Partners, LLC 0.43% Add +6.2% 29,468 $1.9M
Anchor Investment Management, LLC 0.20% Reduce -10.6% 29,426 $1.9M
Hantz Financial Services, Inc. 0.04% Add +3.1% 29,418 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Add +1.3% 29,357 $1.9M
Ategra Capital Management, LLC 0.86% Add +2.7% 29,290 $1.9M
Concourse Financial Group Securities, Inc. 0.12% Add +8.8% 29,237 $1.9M
Joel Isaacson & Co., LLC 0.10% Add +14.9% 29,152 $1.9M
Fifth Third Wealth Advisors LLC 0.29% Add +23.3% 28,938 $1.8M
Mission Wealth Management, LP 0.05% Reduce -20.8% 28,830 $1.8M
Little House Capital LLC 0.61% Add +470.2% 28,609 $1.8M
S&co Inc. 0.13% Add +64.7% 28,260 $1.8M
CreativeOne Wealth, LLC 0.07% Add +56.0% 28,204 $1.8M
Venturi Wealth Management, LLC 0.12% Reduce -3.9% 28,194 $1.8M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -31.3% 28,157 $1.8M
SS&H Financial Advisors, Inc. 0.75% No change 28,151 $1.8M
Shell Asset Management Co. 0.08% Reduce -47.8% 25,401 $1.8M
Verdence Capital Advisors LLC 0.16% Add +13.5% 28,145 $1.8M
Wealth Advisory Solutions, LLC 0.47% New 28,139 $1.8M
New Hampshire Trust 0.42% Reduce -9.3% 28,120 $1.8M
Parkside Financial Bank & Trust 0.29% Add +34.4% 27,911 $1.8M
Heritage Trust Co 0.24% Add +11.8% 27,902 $1.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.76% Reduce -5.5% 27,889 $1.8M
Banco Santander, S.A. 0.02% Add +20.4% 27,884 $1.8M
Capital Asset Advisory Services LLC 0.10% Add +21.9% 27,716 $1.8M
Cannell & Spears LLC 0.04% New 27,811 $1.8M
Adirondack Trust Co. 0.74% Reduce -1.3% 27,592 $1.8M
Avalon Trust Co 0.14% No change 27,554 $1.8M
Global Wealth Management Investment Advisory, Inc. 0.43% Reduce -66.4% 27,520 $1.8M
LGT Fund Management Co Ltd. 0.73% Add +49.0% 27,384 $1.8M
Insigneo Advisory Services, LLC 0.21% Add +4.2% 27,201 $1.7M
Courier Capital LLC 0.13% Reduce -10.3% 27,144 $1.7M
Private Wealth Partners, LLC 0.14% Add +0.6% 26,968 $1.7M
Diversified Trust Co. 0.05% Reduce -41.4% 26,896 $1.7M
Merit Financial Group, LLC 0.04% Add +22.8% 24,444 $1.7M
Peoples Financial Services Corp. 0.74% Reduce -6.6% 26,830 $1.7M
Lake Street Advisors Group, LLC 0.08% Add +15.6% 26,660 $1.7M
John G Ullman & Associates Inc. 0.26% Add +83.8% 26,647 $1.7M
ZWJ Investment Counsel Inc. 0.08% Add +16.5% 26,647 $1.7M
Prio Wealth Limited Partnership 0.05% Add +61.3% 26,614 $1.7M
Liberty Capital Management, Inc. 0.42% Reduce -3.1% 26,597 $1.7M
Essex Financial Services, Inc. 0.16% Add +4.4% 26,581 $1.7M
Blackhawk Capital Partners, LLC 1.06% New 26,557 $1.7M
Koshinski Asset Management, Inc. 0.17% Add +305.8% 26,546 $1.7M
Dover Advisors, LLC 1.16% Add +43.6% 26,499 $1.7M
OneDigital Investment Advisors LLC 0.03% Add +4.0% 26,424 $1.7M
Edgewood Management LLC 0.00% No change 26,400 $1.7M
Sound Income Strategies, LLC 0.13% Add +1.1% 26,366 $1.7M
Oliver Lagore Vanvalin Investment Group 0.51% Add +54.4% 26,346 $1.7M
D L Carlson Investment Group Inc. 0.33% Reduce -4.8% 26,183 $1.7M
Nvest Financial, LLC 1.11% Add +19.9% 26,180 $1.7M
Csenge Advisory Group 0.09% Reduce -1.8% 25,860 $1.7M
Cabot Wealth Management Inc. 0.21% New 25,735 $1.6M
Thomasville National Bank 0.13% Reduce -0.2% 25,595 $1.6M
Icon Advisers Inc. 0.36% No change 25,800 $1.6M
North Star Investment Management Corp. 0.12% Add +0.2% 25,473 $1.6M
Hancock Whitney Corp. 0.06% Reduce -3.9% 25,412 $1.6M
Cascade Financial Partners, LLC 0.23% — 25,691 $1.6M
Roanoke Asset Management Corp./ NY 0.54% Add +17.4% 25,335 $1.6M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -21.0% 25,303 $1.6M
Cladis Investment Advisory, LLC 1.19% No change 25,300 $1.6M
SOA Wealth Advisors, LLC. 0.33% Reduce -0.8% 25,251 $1.6M
Vident Advisory, LLC 0.03% Add +5.3% 25,230 $1.6M
Ascent Wealth Partners, LLC 0.24% Reduce -5.8% 25,112 $1.6M
Hartline Investment Corp./ 0.28% Add +79.0% 25,052 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Add +48.8% 25,052 $1.6M
MIdWestOne Financial Group, Inc. 0.29% Add +108.8% 24,950 $1.6M
Prostatis Group LLC 0.60% Add +10.4% 24,900 $1.6M
Vectors Research Management, LLC 0.45% Reduce -16.4% 24,710 $1.6M
Ransom Advisory, Ltd 0.83% — 24,400 $1.6M
Strategic Investment Advisors / MI 0.20% Add +0.2% 24,306 $1.6M
Valeo Financial Advisors, LLC 0.06% Add +52.2% 23,310 $1.6M
NorthRock Partners, LLC 0.06% Reduce -7.4% 24,185 $1.5M
Bayesian Capital Management, LP 0.15% New 24,111 $1.5M
GS Investments, Inc. 0.74% Reduce -2.2% 24,103 $1.5M
CWA Asset Management Group, LLC 0.09% Add +15.6% 24,021 $1.5M
Epiq Partners, LLC 1.03% No change 24,000 $1.5M
Mill Capital Management, LLC 0.13% No change 24,000 $1.5M
Dodge & Cox 0.00% No change 24,000 $1.5M
Berkshire Asset Management LLC 0.08% Reduce -4.8% 23,973 $1.5M
Summit Trail Advisors, LLC 0.04% Add +34.7% 23,921 $1.5M
Azimuth Capital Investment Management LLC 0.06% Add +2.6% 23,896 $1.5M
Cobblestone Capital Advisors LLC 0.10% Reduce -0.8% 23,795 $1.5M
Boothbay Fund Management, LLC 0.05% Add +105.7% 23,709 $1.5M
Field & Main Bank 0.59% Add +3.6% 23,699 $1.5M
Level Four Advisory Services, LLC 0.08% No change 24,885 $1.5M
HRT Financial LP 0.01% Reduce -24.2% 23,600 $1.5M
Bison Wealth, LLC 0.24% Reduce -5.2% 23,574 $1.5M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -11.6% 23,540 $1.5M
ABN AMRO Bank N.V. 0.02% Reduce -6.0% 23,554 $1.5M
Hudson Canyon Capital Management 0.96% No change 23,450 $1.5M
Prudent Man Advisors, LLC 0.56% Reduce -2.8% 23,434 $1.5M
Argus Investors' Counsel, Inc. 0.92% Reduce -20.0% 23,386 $1.5M
Capstone Investment Advisors, LLC 0.05% Reduce -34.3% 23,295 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +4.7% 23,240 $1.5M
Gsa Capital Partners LLP 0.12% Add +228.9% 23,113 $1.5M
Quadcap Wealth Management, LLC 0.34% Reduce -6.0% 23,107 $1.5M
Wealthcare Advisory Partners LLC 0.05% Add +23.6% 23,073 $1.5M
Herold Advisors, Inc. 0.36% Add +2.0% 23,041 $1.5M
Souders Financial Advisors 0.23% Reduce -0.1% 23,033 $1.5M
Sowell Financial Services LLC 0.07% Reduce -17.7% 23,027 $1.5M
Syon Capital LLC 0.14% Add +6.1% 23,032 $1.5M
ELCO Management Co., LLC 0.90% Add +3.7% 22,997 $1.5M
Enterprise Financial Services Corp 0.88% Reduce -3.1% 22,990 $1.5M
Bigelow Investment Advisors, LLC 0.72% Add +3.1% 22,973 $1.5M
Cary Street Partners Investment Advisory LLC 0.06% Add +14.0% 22,827 $1.5M
Curbstone Financial Management Corp 0.31% Add +0.4% 22,752 $1.5M
CSS LLC 0.35% Add +1514.0% 22,725 $1.5M
Park Place Capital Corp 0.52% Add +7.9% 22,676 $1.4M
McDonough Capital Management, Inc 1.14% Reduce -0.7% 22,653 $1.4M
Krilogy Financial LLC 0.11% Reduce -3.8% 22,617 $1.4M
Founders Financial Alliance, LLC 0.43% Reduce -4.0% 22,236 $1.4M
Meridian Financial Partners LLC 1.83% Add +2.6% 23,035 $1.4M
Evermay Wealth Management LLC 0.21% Add +2.8% 22,234 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.56% Add +5.8% 22,187 $1.4M
Guinness Atkinson Asset Management Inc 0.67% Reduce -3.3% 22,159 $1.4M
Brady Family Wealth, LLC 0.46% Reduce -0.1% 22,100 $1.4M
Arcadia Investment Management Corp. 0.25% Reduce -17.2% 21,962 $1.4M
Mosaic Family Wealth Partners, LLC 0.23% Reduce -6.0% 21,944 $1.4M
Gitterman Wealth Management, LLC 0.54% Add +32.8% 21,873 $1.4M
Oakworth Capital, Inc. 0.10% Reduce -13.2% 21,765 $1.4M
Blue Trust, Inc. 0.02% Add +2.3% 21,717 $1.4M
Enterprise Bank & Trust Co 0.48% Reduce -2.8% 21,704 $1.4M
Cigna Investments Inc. 0.26% Add +0.1% 21,679 $1.4M
Ti-Trust, Inc. 1.02% No change 21,655 $1.4M
Mutual Advisors, LLC 0.04% Reduce -0.7% 21,645 $1.4M
Leonteq Securities AG 0.19% Reduce -67.5% 21,566 $1.4M
Altman Advisors, Inc. 0.67% Add +22.6% 21,734 $1.4M
DF Dent & Co. Inc. 0.02% Add +1.1% 21,542 $1.4M
TrinityPoint Wealth, LLC 0.23% Add +2.9% 21,513 $1.4M
Chiron Capital Management, LLC 1.25% Add +18.6% 21,476 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.45% Add +2.6% 21,457 $1.4M
BKM Wealth Management, LLC 0.59% Add +32.9% 21,415 $1.4M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -5.2% 21,384 $1.4M
Means Investment Co., Inc. 0.18% Add +1.0% 21,377 $1.4M
CoreCap Advisors, LLC 0.07% Add +27.7% 21,367 $1.4M
Investment House LLC 0.08% Add +0.5% 21,350 $1.4M
Headinvest, LLC 0.27% Reduce -21.1% 21,344 $1.4M
Palisade Asset Management, LLC 0.13% Add +5.9% 21,340 $1.4M
Mystic Asset Management, Inc. 0.56% Add +6.5% 21,328 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.15% Add +6.1% 21,313 $1.4M
Paragon Private Wealth Management, LLC 0.81% Add +0.9% 21,214 $1.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.56% Add +1.4% 21,188 $1.4M
Boxwood Ventures, Inc. 2.38% No change 21,124 $1.4M
NCM Capital Management, LLC 0.76% Reduce -2.6% 21,104 $1.3M
Eads & Heald Wealth Management 0.63% Reduce -15.9% 21,084 $1.3M
Peoples Bank 1.05% No change 21,077 $1.3M
Bard Financial Services, Inc. 0.14% Reduce -10.6% 21,035 $1.3M
Burns J W & Co. Inc. 0.19% Reduce -1.3% 20,963 $1.3M
Hilltop Holdings Inc. 0.15% Add +18.1% 20,937 $1.3M
Legacy Private Trust Co. 0.10% Add +47.2% 20,859 $1.3M
Boomfish Wealth Group, LLC 0.90% Add +3.8% 20,839 $1.3M
Trust Point Inc. 0.10% Reduce -2.9% 20,839 $1.3M
Lokken Investment Group LLC 0.66% Add +4.7% 20,803 $1.3M
WD Rutherford LLC 0.69% Add +7.4% 20,755 $1.3M
Matrix Trust Co 0.30% Reduce -2.3% 20,621 $1.3M
Qtron Investments LLC 0.19% Add +50.9% 20,616 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +0.6% 20,598 $1.3M
Karpas Strategies, LLC 0.41% Add +0.3% 20,597 $1.3M
ICW Investment Advisors LLC 0.58% Add +4.8% 20,480 $1.3M
Rowlandmiller & Partners.adv 0.28% Add +14.8% 20,416 $1.3M
Supplemental Annuity Collective Trust of NJ 0.41% No change 20,400 $1.3M
Trium Capital LLP 0.49% Add +44.0% 20,378 $1.3M
Baron Silver Stevens Financial Advisors, LLC 0.25% Add +1.5% 20,326 $1.3M
Kovack Advisors, Inc. 0.16% Add +140.2% 20,320 $1.3M
Coastal Bridge Advisors, LLC 0.30% No change 20,308 $1.3M
United Asset Strategies, Inc. 0.13% Reduce -7.2% 20,269 $1.3M
Bridges Investment Management Inc. 0.04% No change 20,165 $1.3M
E&G Advisors, LLC 0.40% Reduce -1.0% 20,058 $1.3M
Claro Advisors Inc. 0.22% Add +4.7% 20,034 $1.3M
Ritholtz Wealth Management 0.04% Reduce -1.1% 20,011 $1.3M
Collaborative Holdings Management LP 1.93% Add +66.7% 20,000 $1.3M
River Wealth Advisors LLC 0.18% Reduce -18.3% 19,898 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +64.0% 19,865 $1.3M
Avity Investment Management Inc. 0.10% Add +4.1% 19,828 $1.3M
Summit Global Investments 0.09% New 19,786 $1.3M
Evergreen Capital Management LLC 0.05% Reduce -2.7% 19,784 $1.3M
Compound Planning, Inc. 0.12% Add +89.2% 19,777 $1.3M
Schechter Investment Advisors, LLC 0.09% Add +10.9% 19,717 $1.3M
Nvwm, LLC 0.35% Add +3.6% 19,700 $1.3M
Beaton Management Co. Inc. 0.69% Reduce -2.1% 19,700 $1.3M
Kuhn & Co Investment Counsel 1.18% No change 19,682 $1.3M
Court Place Advisors, LLC 0.41% Reduce -2.0% 19,645 $1.3M
Townsquare Capital LLC 0.02% Add +96.0% 19,642 $1.3M
Emfo, LLC 1.15% No change 19,637 $1.3M
Senator Investment Group LP 0.06% Add +191.1% 19,629 $1.3M
Avior Wealth Management, LLC 0.06% Add +94.7% 19,546 $1.2M
DT Investment Partners, LLC 0.13% Reduce -46.9% 19,494 $1.2M
Centaurus Financial, Inc. 0.09% Add +0.8% 19,484 $1.2M
Bard Associates Inc. 0.45% New 19,466 $1.2M
Premier Path Wealth Partners, LLC 0.23% Add +8.5% 19,395 $1.2M
CHICAGO TRUST Co NA 0.26% Add +27.3% 19,376 $1.2M
Norway Savings Bank 0.52% Add +9.2% 19,373 $1.2M
NORTHSTAR ASSET MANAGEMENT Co 0.30% Reduce -5.3% 19,331 $1.2M
St. Louis Trust Co 0.19% Add +17.7% 19,298 $1.2M
Centre Asset Management, LLC 0.29% Reduce -2.7% 19,297 $1.2M
Bright Futures Wealth Management, LLC. 0.67% — 16,715 $1.2M
Mesirow Financial Investment Management, Inc. 0.03% Add +10.0% 19,185 $1.2M
Community Bank of Raymore 0.58% Add +6.4% 19,185 $1.2M
Chicago Partners Investment Group LLC 0.05% Add +3.2% 18,439 $1.2M
Rehmann Capital Advisory Group 0.09% Add +7.2% 19,087 $1.2M
Buffington Mohr McNeal 0.22% Reduce -1.4% 19,047 $1.2M
Nova R Wealth, Inc. 0.64% Reduce -2.6% 19,033 $1.2M
Arete Wealth Advisors, LLC 0.11% Reduce -2.6% 18,975 $1.2M
Ossiam 0.02% Add +36.2% 18,965 $1.2M
Marion Wealth Management 0.36% Add +1.8% 18,948 $1.2M
Capital Investment Advisory Services, LLC 0.13% Add +3.1% 18,883 $1.2M
Wilson & Boucher Capital Management, LLC 0.95% Reduce -14.9% 18,876 $1.2M
GM Advisory Group, LLC 0.08% Add +2.6% 18,820 $1.2M
Mechanics Financial Corp 0.62% Add +3.0% 18,783 $1.2M
Correct Capital Wealth Management 0.28% Add +24.8% 18,769 $1.2M
Grove Bank & Trust 0.20% Reduce -1.7% 18,726 $1.2M
Trail Ridge Investment Advisors, LLC 0.68% Add +7.7% 18,695 $1.2M
Edge Capital Group, LLC 0.06% Reduce -15.9% 18,598 $1.2M
LWM Advisory Services, LLC 0.95% Add +79.1% 18,476 $1.2M
Fulton Bank, N.A. 0.05% Add +2.0% 18,432 $1.2M
Atticus Wealth Management, LLC 0.38% Reduce -0.9% 18,413 $1.2M
Bollard Group LLC 0.04% Add +27.9% 18,401 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.28% Reduce -0.1% 18,389 $1.2M
Notis-McConarty Edward 0.46% Add +3.7% 18,346 $1.2M
Quadrant Capital Group LLC 0.09% Reduce -7.8% 18,259 $1.2M
Robertson Stephens Wealth Management, LLC 0.06% Add +1.9% 18,234 $1.2M
Balentine LLC 0.03% Add +53.7% 18,233 $1.2M
Rather & Kittrell, Inc. 0.35% Reduce -8.0% 18,200 $1.2M
Becker Capital Management Inc. 0.04% Reduce -21.8% 18,175 $1.2M
MCF Advisors LLC 0.09% Reduce -14.7% 18,170 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +5.4% 18,155 $1.2M
Clearstead Trust, LLC 0.30% Reduce -4.5% 18,119 $1.2M
Dagco, Inc. 0.53% New 18,085 $1.2M
Nicolet Advisory Services, LLC 0.12% Add +38.0% 17,582 $1.1M
Hills Bank & Trust Co 0.10% Add +14.6% 17,973 $1.1M
Waldron Private Wealth LLC 0.05% Add +5.0% 17,942 $1.1M
Prentice Wealth Management LLC 0.40% Add +4.9% 17,911 $1.1M
Fox Hill Wealth Management 0.77% Add +5.1% 17,854 $1.1M
Fortis Capital Advisors, LLC 0.48% Add +146.4% 17,844 $1.1M
Missouri Trust & Investment Co 0.44% Add +62.2% 17,810 $1.1M
Iyo Bank, Ltd. 0.45% New 17,750 $1.1M
Davidson Trust Co. 0.66% Add +4.7% 17,711 $1.1M
Nicolet Bankshares Inc. 0.23% Reduce -1.4% 17,649 $1.1M
Leavell Investment Management, Inc. 0.06% No change 17,573 $1.1M
VeraBank, N.A. 0.35% Reduce -0.5% 17,547 $1.1M
Naviter Wealth, LLC 0.18% Add +67.9% 17,512 $1.1M
Prescott Group Capital Management, L.L.C. 0.18% Reduce -10.3% 17,466 $1.1M
LM Advisors LLC 0.20% Add +678.6% 17,440 $1.1M
Intrua Financial, LLC 0.17% Add +1.5% 17,421 $1.1M
Carret Asset Management, LLC 0.13% Add +4.4% 17,358 $1.1M
Marble Harbor Investment Counsel, LLC 0.13% Reduce -1.1% 17,348 $1.1M
King Luther Capital Management Corp. 0.01% Reduce -19.0% 17,295 $1.1M
Stone Summit Wealth LLC 0.38% Reduce -13.3% 17,274 $1.1M
Royal Fund Management, LLC 0.13% Add +18.1% 17,268 $1.1M
Valley Brook Capital Group, Inc. 0.88% Reduce -4.6% 17,240 $1.1M
Caprock Group, LLC 0.06% Add +36.5% 17,228 $1.1M
Citizens & Northern Corp. 0.37% Reduce -1.8% 17,188 $1.1M
William Blair Investment Management, LLC 0.00% Reduce -2.5% 17,178 $1.1M
Boyd Watterson Asset Management LLC 0.40% No change 17,098 $1.1M
Newman Dignan & Sheerar, Inc. 0.29% Add +2.5% 16,995 $1.1M
Benedict Financial Advisors Inc. 0.28% Add +15.7% 16,994 $1.1M
Harbour Investments, Inc. 0.04% Add +5.9% 16,991 $1.1M
Lantern Wealth Advisors, LLC 0.76% Add +22.4% 16,950 $1.1M
Longfellow Investment Management Co. LLC 0.24% Add +11.2% 16,949 $1.1M
Ethic Inc. 0.03% Reduce -13.6% 16,947 $1.1M
Alera Investment Advisors, LLC 0.15% Reduce -23.1% 16,933 $1.1M
Soros Fund Management 0.04% New 16,904 $1.1M
Roffman Miller Associates Inc. 0.07% Reduce -0.8% 16,893 $1.1M
Signet Financial Management, LLC 0.15% Add +17.9% 16,854 $1.1M
Modus Advisors, LLC 0.40% Reduce -1.6% 16,847 $1.1M
Webster Bank, N. A. 0.12% Add +0.7% 16,820 $1.1M
Hexagon Capital Partners LLC 0.24% Add +3.9% 16,808 $1.1M
Ninepoint Partners LP 0.14% Reduce -17.6% 16,768 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Add +47.6% 16,762 $1.1M
Hohimer Wealth Management, LLC 0.25% New 16,757 $1.1M
Fidelis Capital Partners, LLC 0.16% Reduce -4.8% 16,677 $1.1M
Chatham Capital Group, Inc. 0.20% Reduce -0.9% 16,659 $1.1M
Clarius Group, LLC 0.07% Add +17.8% 16,647 $1.1M
Alhambra Investment Management LLC 0.58% Reduce -1.5% 16,640 $1.1M
Montecito Bank & Trust 0.21% Reduce -3.2% 16,624 $1.1M
Providence First Trust Co 0.46% Reduce -0.6% 16,605 $1.1M
XML Financial, LLC 0.11% Add +13.9% 16,603 $1.1M
Waverly Advisors, LLC 0.03% Add +128.2% 16,601 $1.1M
Berger Financial Group, Inc 0.09% Reduce -24.1% 16,561 $1.1M
Centersquare Investment Management LLC 0.01% Reduce -1.6% 15,750 $1.1M
Abacus Planning Group, Inc. 0.21% Reduce -1.6% 16,501 $1.1M
Rothschild Investment LLC 0.08% Add +1.7% 16,453 $1.1M
Beck Mack & Oliver LLC 0.02% No change 16,338 $1.0M
United Community Bank 0.40% Add +5.7% 16,283 $1.0M
AdvisorNet Financial, Inc 0.10% Reduce -12.2% 16,273 $1.0M
Brooklyn Investment Group 0.45% Add +4.6% 16,326 $1.0M
NovaPoint Capital, LLC 0.36% Reduce -5.5% 16,098 $1.0M
Cozad Asset Management Inc. 0.11% Reduce -1.1% 16,069 $1.0M
Harbour Capital Advisors, LLC 0.25% Add +0.4% 16,291 $1.0M
Capital Market Strategies LLC 0.78% Reduce -6.1% 15,983 $1.0M
Tranquility Partners, LLC 0.39% Reduce -16.5% 15,970 $1.0M
Asset Dedication, LLC 0.08% Reduce -37.4% 15,797 $1.0M
Segment Wealth Management, LLC 0.08% Add +0.8% 15,940 $1.0M
Summit Wealth Partners, LLC 0.22% Reduce -2.7% 15,923 $1.0M
Bellecapital International Ltd. 0.23% Reduce -5.7% 15,922 $1.0M
First County Bank 0.49% Reduce -11.5% 15,827 $1.0M
Ipswich Investment Management Co., Inc. 0.24% Reduce -4.3% 15,755 $1.0M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -3.1% 15,754 $1.0M
Personal Cfo Solutions, LLC 0.16% Add +4.4% 15,730 $1.0M
West Paces Advisors Inc. 0.26% Reduce -1.4% 15,675 $1.0M
Idaho Trust Co 0.96% New 15,623 $998K
Fingerlakes Wealth Management, Inc. 0.96% Add +0.8% 15,623 $998K
Mather Group, Llc. 0.02% Add +0.3% 16,401 $996K
Raelipskie Partnership 0.57% Add +12.4% 15,548 $994K
Voya Financial Advisors, Inc. 0.11% Reduce -1.9% 15,489 $988K
PFG Advisors 0.07% Add +1.5% 15,403 $984K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 15,339 $980K
Faithward Advisors, LLC 0.18% Add +104.7% 15,325 $979K
Continuum Advisory, LLC 0.15% Reduce -22.1% 13,085 $976K
Paradigm Asset Management Co. LLC 0.25% Reduce -6.4% 15,250 $975K
My Legacy Advisors, LLC 0.32% Add +2.5% 15,152 $968K
Central Valley Advisors, LLC 0.50% Add +0.1% 15,125 $967K
Core Wealth Management, Inc. 0.42% Add +1.3% 15,079 $964K
NorthCrest Asset Manangement, LLC 0.03% Reduce -8.7% 15,048 $962K
V-Square Quantitative Management LLC 0.13% Add +126.8% 15,028 $960K
Aspen Investment Management Inc 0.49% Reduce -1.7% 14,989 $958K
Columbia Bank 0.39% — 14,958 $956K
Arrow Financial Corp 0.09% Reduce -1.0% 14,953 $956K
Cape Ann Savings Bank 0.60% Reduce -0.6% 14,940 $955K
Baader Bank Aktiengesellschaft 0.08% Add +8.6% 14,900 $952K
Banco BTG Pactual S.A. 0.30% New 14,896 $952K
CapWealth Advisors, LLC 0.11% New 14,846 $949K
New England Research & Management, Inc. 0.47% Add +0.1% 14,833 $948K
Searle & Co. 0.24% No change 14,824 $947K
Meridian Investment Counsel Inc. 0.31% Add +0.2% 14,820 $947K
Graypoint LLC 0.07% Add +18.3% 14,818 $947K
Mayflower Financial Advisors, LLC 0.16% Reduce -89.0% 14,797 $946K
Modern Wealth Management, LLC 0.09% Add +27.4% 14,789 $945K
Arkadios Wealth Advisors 0.07% Reduce -3.2% 14,728 $941K
Trueblood Wealth Management, LLC 0.54% Add +5.2% 14,721 $941K
Fiduciary Family Office, LLC 0.37% Add +63.0% 14,678 $938K
Plancorp, LLC 0.04% Add +7.8% 14,636 $935K
Renasant Bank 0.66% Add +1.0% 14,614 $934K
Wealth Alliance Advisory Group, LLC 0.22% Add +23.8% 14,525 $928K
City State Bank 0.41% Add +7.7% 14,520 $928K
First Personal Financial Services 0.22% Reduce -0.8% 14,513 $928K
Resurgent Financial Advisors LLC 0.50% Reduce -1.0% 14,486 $926K
Guidance Capital, Inc. 0.34% New 14,749 $925K
Klingman & Associates, LLC 0.07% Reduce -0.1% 14,462 $924K
Independent Financial Group, LLC 0.04% Add +12.1% 14,397 $920K
Oxford Financial Group, LTD. LLC 0.06% Reduce -6.4% 14,323 $915K
Castle Wealth Management LLC 0.48% Add +18.4% 14,276 $912K
Main Street Financial Solutions, LLC 0.10% Reduce -10.4% 14,276 $912K
Cornerstone Wealth Group, LLC 0.08% Add +310.1% 14,271 $912K
Addison Capital Co 0.45% Add +3.6% 14,241 $910K
SeaCrest Wealth Management, LLC 0.11% Reduce -15.2% 14,227 $909K
Wellington Shields & Co., LLC 0.30% Add +0.7% 14,184 $906K
Sandbox Financial Partners, LLC 0.38% Reduce -4.0% 14,168 $905K
Charter Oak Capital Management, LLC 0.10% Add +7.0% 14,163 $905K
IFG Advisory, LLC 0.07% Add +0.1% 14,160 $905K
Cornerstone Wealth Management, LLC 0.07% Add +5.0% 14,102 $901K
Legacy Trust 0.22% Reduce -0.0% 14,088 $900K
Greenwich Wealth Management LLC 0.07% Reduce -2.3% 14,066 $899K
Ranch Capital Advisors Inc. 0.49% Add +60.5% 14,049 $898K
Vista Investment Partners LLC 0.31% Reduce -0.0% 14,013 $896K
Conning Inc. 0.03% Reduce -2.0% 14,008 $895K
Cassaday & Co Wealth Management LLC 0.03% Add +11.4% 14,005 $895K
First Financial Corp. 0.45% Add +1.8% 14,006 $895K
Stableford Capital II LLC 0.36% Add +0.7% 14,001 $895K
Procyon Advisors, LLC 0.07% Reduce -2.0% 13,980 $893K
Pittenger & Anderson Inc. 0.04% Reduce -5.4% 13,977 $893K
Wolverine Trading, LLC 0.01% Reduce -73.8% 13,942 $891K
Talisman Wealth Advisors LLC 1.12% Add +1.3% 13,940 $891K
Summit Asset Management, LLC 0.11% Add +3.8% 13,939 $891K
Hunter Associates Investment Management LLC 0.15% Add +4.5% 13,904 $887K
Balefire, LLC 0.32% Add +71.4% 13,861 $886K
Great Lakes Retirement, Inc. 0.13% Reduce -31.7% 13,839 $884K
Inspire Advisors, LLC 0.12% Add +189.7% 13,794 $882K
L.M. Kohn & Company 0.25% Add +49.7% 13,770 $880K
Wexford Capital LP 0.18% New 13,766 $880K
Coastline Trust Co 0.11% Reduce -59.9% 13,763 $880K
Exchange Bank 0.72% Reduce -1.4% 13,763 $880K
Texas Capital Bancshares Inc 0.40% Add +48.5% 13,745 $878K
IMS Capital Management 0.41% Add +1.7% 13,742 $878K
Credential Qtrade Securities Inc. 0.05% Add +35894.7% 13,678 $874K
Cavalry Management Group, LLC 0.12% — 13,639 $872K
Eudaimonia Partners, LLC 0.21% Reduce -54.9% 13,638 $872K
M&R Capital Management Inc. 0.21% Reduce -23.7% 13,551 $866K
Alpine Woods Capital Investors, LLC 0.17% Reduce -1.0% 12,908 $864K
Gryphon Financial Partners LLC 0.15% Add +10.9% 13,508 $863K
Ostrum Asset Management 0.07% Reduce -50.3% 13,506 $863K
Good Life Advisors, LLC 0.08% Reduce -0.5% 13,501 $863K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -0.7% 13,487 $862K
Cutter & CO Brokerage, Inc. 0.21% Add +3.8% 13,458 $860K
Bank of Stockton 0.27% Reduce -2.3% 13,437 $859K
Creative Financial Designs Inc. 0.08% Reduce -8.3% 13,408 $857K
Aries Wealth Management 0.27% No change 13,263 $848K
Atlas Brown,Inc. 0.31% Add +0.3% 13,263 $848K
GeoWealth Management, LLC 0.03% Add +38.8% 13,236 $846K
PDS Planning, Inc 0.09% Add +14.0% 13,200 $844K
Arkfeld Wealth Strategies, L.L.C. 0.46% New 13,158 $842K
Patron Partners, LLC 0.51% Add +6.2% 13,163 $841K
Lebenthal Global Advisors, LLC 0.19% Reduce -2.3% 13,146 $840K
Klingenstein Fields & Co. LP 0.03% Reduce -0.4% 13,106 $838K
Quantum Private Wealth, LLC 0.31% Reduce -0.4% 13,104 $837K
Radnor Capital Management, LLC 0.14% Reduce -11.9% 13,091 $837K
Raab & Moskowitz Asset Management LLC 0.23% Reduce -0.5% 13,049 $834K
Qube Research & Technologies Ltd 0.00% Reduce -90.7% 13,041 $833K
Smith, Moore & Co. 0.09% Reduce -20.0% 13,022 $832K
Centric Wealth Management 0.26% New 12,419 $832K
FinTrust Capital Advisors, LLC 0.16% Add +2.1% 12,996 $831K
Cipher Capital LP 0.38% Reduce -30.4% 12,967 $829K
Grey Street Capital, LLC 0.11% New 12,934 $827K
Keebeck Wealth Management 0.12% Add +1.1% 12,924 $826K
Chapin Davis, Inc. 0.30% Add +206.0% 12,891 $824K
River Street Advisors LLC 0.56% New 12,868 $822K
Hemington Wealth Management 0.30% No change 12,838 $821K
Bank of Nova Scotia Trust Co. 0.09% Reduce -4.7% 12,846 $821K
Carson Advisory Inc. 0.58% Add +0.0% 12,839 $821K
FWG Holdings, LLC 0.44% Reduce -26.3% 10,998 $820K
Allen Mooney & Barnes Investment Advisors LLC 0.16% Add +13.9% 12,810 $819K
Granite Harbor Advisors, Inc. 0.56% Add +5.8% 12,778 $817K
Pacific Global Investment Management Co. 0.16% No change 12,753 $815K
Prairie Wealth Advisors, Inc. 0.38% — 12,720 $813K
Advisory Alpha, LLC 0.03% Add +13.4% 12,709 $812K
Tradewinds, LLC. 0.39% — 12,686 $811K
Philip James Wealth Mangement, LLC 0.57% Reduce -1.9% 12,674 $810K
Hoge Financial Services, LLC 0.66% Add +56.3% 12,665 $809K
VCI Wealth Management LLC 0.55% Reduce -17.6% 12,657 $809K
Basepoint Wealth LLC 0.61% Reduce -0.6% 12,629 $807K
WR Wealth Planners, LLC 0.25% Add +14.8% 12,612 $806K
Brown, Lisle/Cummings, Inc. 0.27% No change 12,583 $804K
Composition Wealth, LLC 0.02% Add +3.5% 12,519 $800K
Cooper Financial Group 0.13% Reduce -0.6% 12,491 $798K
Wealth Effects LLC 0.29% Add +178.7% 12,464 $797K
Ritter Daniher Financial Advisory LLC / DE 0.26% No change 12,463 $797K
Armor Investment Advisors, LLC 0.38% Add +5.3% 12,435 $795K
Successful Portfolios LLC 0.54% Reduce -0.1% 12,419 $794K
Roundview Capital LLC 0.06% Add +9.9% 12,414 $793K
Harbor Investment Advisory, LLC 0.08% Reduce -2.6% 12,410 $793K
Richard W. Paul & Associates, LLC 0.32% Add +16.0% 12,360 $790K
Cadence Bank 0.06% Reduce -2.3% 12,332 $788K
Hilton Capital Management, LLC 0.07% Add +0.5% 12,325 $788K
Smartleaf Asset Management LLC 0.15% Add +6.3% 12,307 $785K
Gratus Capital, LLC 0.04% Add +1.0% 12,275 $784K
Northwest Bank & Trust Co 0.72% Reduce -1.6% 11,671 $782K
PYA Waltman Capital, LLC 0.29% Add +10.4% 12,176 $778K
Abner Herrman & Brock LLC 0.10% Reduce -1.8% 12,179 $778K
Cypress Asset Management Inc. 0.21% Reduce -35.4% 11,668 $778K
Hudock, Inc. 0.17% Reduce -9.2% 12,160 $777K
Sachetta, LLC 0.37% No change 12,789 $777K
Kavar Capital Partners Group, LLC 0.14% Reduce -49.9% 12,154 $777K
Waterloo Capital, L.P. 0.10% Add +51.6% 12,147 $776K
Wrapmanager Inc. 0.22% Add +45.2% 12,146 $776K
Burke & Herbert Bank & Trust Co. 0.58% Reduce -6.2% 12,106 $774K
Baker Ellis Asset Management LLC 0.12% Add +8.5% 12,105 $774K
Indiana Trust & Investment Management Co 0.31% Add +1.0% 12,084 $772K
Heritage Financial Services, LLC 0.11% Add +1.6% 12,082 $772K
Navellier & Associates Inc. 0.10% Add +0.0% 12,072 $771K
Brown Brothers Harriman & Co. 0.01% Reduce -8.0% 12,039 $769K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.39% New 12,000 $767K
Lavaca Capital LLC 0.47% No change 12,000 $767K
Forte Capital LLC 0.09% Reduce -2.6% 11,997 $767K
Money Concepts Capital Corp. 0.07% Add +4.3% 11,969 $765K
Sepio Capital, LP 0.07% Reduce -0.7% 11,946 $763K
Proficio Capital Partners LLC 0.08% Add +11.9% 11,930 $762K
Legacy Bridge, LLC 0.45% Reduce -5.3% 11,925 $762K
Godshalk Welsh Capital Management, Inc. 0.51% Reduce -2.1% 11,900 $761K
BBR Partners, LLC 0.06% Add +28.6% 11,859 $758K
Bragg Financial Advisors, Inc 0.03% Add +29.8% 11,797 $754K
Moneco Advisors, LLC 0.12% Reduce -2.1% 11,768 $752K
Brandywine Oak Private Wealth LLC 0.08% Reduce -32.8% 11,693 $747K
Freedom Investment Management, Inc. 0.06% Reduce -0.3% 11,668 $746K
Buckingham Capital Management, Inc. 0.09% Reduce -5.8% 11,621 $743K
Jackson Square Capital, LLC 0.19% New 11,583 $740K
EagleClaw Capital Managment, LLC 0.13% Reduce -1.1% 11,575 $740K
Hennessy Advisors Inc. 0.03% Reduce -8.0% 11,570 $739K
DeDora Capital, Inc. 0.23% Add +2.4% 11,511 $736K
Abn Amro Investment Solutions 0.01% Add +18.9% 11,510 $736K
Exchange Capital Management, Inc. 0.12% Reduce -2.9% 11,506 $735K
Vise Technologies, Inc. 0.14% Reduce -11.9% 11,494 $735K
GAMMA Investing LLC 0.15% Add +9.9% 11,490 $734K
Tybourne Capital Management (hk) Ltd. 0.13% New 11,456 $732K
Telos Capital Management, Inc. 0.08% Reduce -1.9% 11,430 $730K
Bank Ozk 0.33% Reduce -9.0% 11,422 $730K
RTD Financial Advisors, Inc. 0.10% No change 11,391 $728K
KFG Wealth Management, LLC 0.30% Reduce -2.6% 11,390 $728K
W Advisors, LLC 0.50% No change 11,380 $727K
Holderness Investments Co. 0.18% No change 11,376 $727K
WBH Advisory Inc. 0.07% Reduce -2.1% 11,373 $727K
Alta Wealth Advisors LLC 0.37% Reduce -1.7% 11,372 $727K
Evoke Wealth, LLC 0.02% New 11,372 $727K
Pennsylvania Capital Management Inc. 0.30% Add +1.3% 11,360 $726K
Royal Capital Wealth Management, LLC 0.57% Reduce -17.0% 11,344 $725K
Eagle Wealth Strategies LLC 0.59% New 11,426 $724K
Zullo Investment Group, Inc. 0.34% Reduce -0.8% 11,308 $723K
Lantz Financial LLC 0.23% Add +11.2% 11,252 $719K
Front Row Advisors LLC 0.27% Add +0.9% 11,200 $716K
Barlow Wealth Partners, LLC 0.10% Add +8.6% 11,320 $714K
Clear Creek Financial Management, LLC 0.09% Add +13.2% 11,168 $714K
Integral Investment Advisors, Inc. 0.30% Add +36.5% 11,186 $714K
Centurion Wealth Management LLC 0.28% Add +0.0% 11,150 $713K
Borer Denton & Associates, Inc. 0.25% No change 11,146 $712K
Keystone Financial Group 0.10% Add +23.5% 11,115 $710K
Greystone Financial Group, LLC 0.14% Reduce -90.3% 11,111 $710K
Cornerstone Advisory, LLC 0.10% New 11,103 $710K
Wayfinding Financial, LLC 0.41% Reduce -19.1% 9,742 $709K
GoalVest Advisory LLC 0.24% Add +578.0% 11,078 $708K
MBB Public Markets I LLC 0.05% New 11,071 $708K
Franklin Street Advisors Inc. 0.05% Reduce -4.0% 11,066 $707K
KG Capital Management 0.28% Add +38.5% 11,022 $704K
St. Johns Investment Management Company, LLC 0.34% Add +63.1% 11,005 $703K
Otter Creek Advisors, LLC 0.49% Reduce -79.6% 11,000 $703K
Ceeto Capital Group, LLC 0.29% Add +57.1% 11,000 $703K
Bedel Financial Consulting, Inc. 0.11% Reduce -0.8% 10,981 $702K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -4.4% 10,949 $700K
Quotient Wealth Partners, LLC 0.03% Reduce -12.2% 10,940 $699K
Catalyst Financial Partners LLC 0.18% Add +15.6% 10,935 $698K
Pekin Hardy Strauss, Inc. 0.10% Add +6.1% 10,899 $697K
Essex Bank 0.20% No change 11,459 $696K
Perpetual Ltd 0.01% No change 10,904 $696K
Exencial Wealth Advisors, LLC 0.03% Add +14.3% 10,881 $695K
Guild Investment Management, Inc. 0.89% New 10,848 $693K
Maple Capital Management, Inc. 0.06% Reduce -5.6% 10,833 $692K
S.A. Mason LLC 0.41% Add +1.1% 10,784 $689K
Guardian Wealth Advisors, LLC / NC 0.08% Add +9.1% 10,782 $689K
Derbend Asset Management 0.34% Add +26.6% 10,749 $687K
Jmac Enterprises LLC 0.13% New 10,731 $686K
Campbell Wealth Management 0.07% Add +28.5% 10,714 $685K
Avestar Capital, LLC 0.08% Add +71.1% 10,713 $685K
Ethos Financial Group, LLC 0.13% Reduce -3.2% 10,696 $684K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.9% 10,688 $683K
Burney Co./ 0.03% Reduce -0.9% 10,685 $683K
Sentry Investment Management LLC 0.26% No change 10,612 $678K
CX Institutional 0.03% Reduce -4.7% 10,571 $676K
Fosun International Ltd 0.21% No change 10,562 $675K
Laraway Financial Advisors Inc 0.59% Reduce -1.7% 10,552 $674K
EFG Asset Management (Americas) Corp. 0.21% Reduce -27.6% 10,549 $674K
Gilman Hill Asset Management, LLC 0.12% Reduce -2.9% 10,512 $672K
First Command Advisory Services, Inc. 0.01% Reduce -1.1% 10,510 $672K
Aveo Capital Partners, LLC 0.07% Add +19.2% 9,575 $672K
Financial Partners Group, Inc 0.11% Reduce -1.8% 10,506 $671K
One Plus One Wealth Management, LLC 0.38% Reduce -11.3% 10,486 $670K
Summit Financial Group, Inc. 0.24% Reduce -2.8% 10,480 $670K
Financial Planning & Information Services, Inc. 0.10% Reduce -3.0% 10,458 $668K
TrinityBridge Ltd 0.02% Reduce -39.5% 10,458 $668K
Southeast Asset Advisors, LLC 0.08% No change 10,440 $667K
Clifford Group, LLC 0.55% Add +18.4% 10,428 $666K
Mb, Levis & Associates, LLC 0.36% Add +363.6% 10,389 $664K
FLC Capital Advisors 0.17% Add +5.1% 10,386 $664K
Central Pacific Bank - Trust Division 0.09% — 10,468 $663K
Confluence Wealth Services, Inc. 0.06% Add +12.7% 10,362 $662K
Gen-Wealth Partners Inc 0.33% — 10,357 $662K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -10.3% 10,345 $661K
Carl P. Sherr & Co., LLC 0.37% No change 10,300 $658K
ABLE Financial Group, LLC 0.26% Add +20.1% 10,288 $658K
Ahl Investment Management, Inc. 0.50% No change 10,270 $656K
Pictet North America Advisors SA 0.07% No change 10,257 $656K
Pathway Financial Advisers, LLC 0.24% Add +6.2% 10,244 $655K
Sutton Place Investors LLC 0.32% Add +10.2% 10,219 $653K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -0.0% 10,196 $652K
Aviance Capital Partners, LLC 0.10% Reduce -3.1% 10,181 $651K
Tufton Capital Management 0.13% No change 10,170 $650K
Chilton Investment Co. Inc. 0.02% Reduce -3.1% 10,162 $649K
CPA Asset Management Group, LLC 0.36% Reduce -2.7% 10,144 $648K
Armstrong, Fleming & Moore, Inc 0.45% Add +0.2% 10,137 $648K
Corton Capital Inc. 0.24% Add +27.4% 10,130 $647K
Steward Partners Investment Solutions, LLC 0.11% Add +41.6% 10,117 $647K
United Bank 0.33% Add +7.7% 10,042 $642K
Cornell Pochily Investment Advisors, Inc. 0.25% Add +14.2% 10,031 $641K
Woodmont Investment Counsel LLC 0.05% No change 10,024 $641K
First United Bank & Trust 0.24% Reduce -10.9% 10,017 $640K
Savoie Capital LLC 0.09% No change 10,000 $639K
West Coast Financial LLC 0.08% Reduce -1.5% 9,960 $637K
Benin Management CORP 0.20% Reduce -3.3% 9,958 $636K
Keel Point, LLC 0.07% Add +9.7% 9,948 $636K
Ables, Iannone, Moore & Associates, Inc. 0.45% Add +26.3% 9,912 $633K
Aerodigm Wealth, LLC 0.26% New 9,907 $633K
Schulhoff & Co. Inc. 0.28% No change 9,897 $633K
1858 Wealth Management, LLC 0.60% No change 10,407 $632K
Orange Investment Advisors, Inc. 0.08% Reduce -10.2% 9,869 $631K
Burns Matteson Capital Management, LLC 0.41% Reduce -1.7% 9,866 $631K
Opinicus Capital, Inc. 0.56% Add +68.8% 9,859 $630K
Kenora Financial, LLC 0.27% Add +97.0% 9,828 $628K
Atwood & Palmer Inc. 0.05% Reduce -6.1% 9,803 $627K
First Pacific Financial 0.17% Add +10.0% 9,772 $625K
Academy Capital Management 0.12% Add +1.3% 9,771 $624K
Legacy Financial Advisors, Inc. 0.11% Add +17.1% 9,760 $624K
First Community Trust NA 0.59% No change 9,759 $624K
World Equity Group, Inc. 0.13% Add +0.1% 9,740 $622K
Key Client Fiduciary Advisors, LLC 0.33% Add +11.6% 9,719 $621K
Chesapeake Asset Management LLC 0.62% Reduce -18.3% 9,714 $621K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -2.7% 9,713 $621K
Tandem Capital Management Corp. 0.35% Reduce -4.6% 9,685 $619K
Marcum Wealth, LLC 0.06% Add +13.9% 9,681 $619K
Wedmont Private Capital 0.05% Add +5.5% 9,452 $618K
Northstar Advisory Group, LLC 0.37% Add +72.6% 8,284 $618K
Hamilton Wealth, LLC 0.19% Add +158.3% 9,662 $617K
Hollencrest Capital Management 0.03% Reduce -2.6% 9,646 $616K
Sonora Investment Management Group, LLC 0.05% Reduce -1.0% 9,638 $616K
Taylor & Morgan Wealth Management, LLC 0.45% Reduce -16.0% 9,613 $614K
LifeSteps Financial, Inc. 0.46% Reduce -0.6% 9,577 $612K
Piscataqua Savings Bank 0.54% Reduce -1.5% 9,574 $612K
Sovereign Financial Group, Inc. 0.16% Add +8.4% 9,548 $610K
Accurate Wealth Management, LLC 0.18% Reduce -1.0% 9,484 $610K
Richardson Financial Services Inc. 0.43% Add +12.2% 9,506 $608K
Integris Wealth Management, LLC 0.17% No change 9,472 $605K
Aspire Private Capital, LLC 0.16% Add +12.8% 9,470 $605K
Bell Bank 0.05% Reduce -0.7% 9,416 $602K
World Investment Advisors 0.09% Reduce -33.9% 7,714 $602K
Wealthquest Corp 0.06% Reduce -24.0% 9,383 $600K
Callan Capital, LLC 0.05% Add +7.8% 9,381 $600K
CVA Family Office, LLC 0.11% Reduce -3.9% 9,334 $597K
Advisor OS, LLC 0.07% New 9,330 $596K
Powell Investment Advisors, LLC 0.32% No change 9,330 $596K
Jefferies Financial Group Inc. 0.01% Reduce -94.8% 9,322 $596K
Goepper Burkhardt LLC 0.28% Add +86.3% 8,070 $595K
Inscription Capital, LLC 0.10% Reduce -4.7% 9,310 $595K
Grandfield & Dodd, LLC 0.04% No change 9,296 $594K
Country Trust Bank 0.02% Add +2.2% 9,292 $594K
Sage Mountain Advisors LLC 0.06% Add +22.4% 9,274 $593K
Focused Wealth Management, Inc 0.09% Reduce -1.2% 9,271 $593K
LCNB Corp. 0.21% Add +3.7% 9,245 $591K
Symmetry Partners, LLC 0.05% No change 9,238 $590K
Tompkins Financial Corp. 0.07% No change 9,227 $590K
Thoroughbred Financial Services, LLC 0.06% Reduce -30.4% 9,215 $588K
Marshall Wace, LLP 0.00% Reduce -37.6% 9,175 $586K
Covenant Partners, LLC 0.17% No change 9,167 $586K
Mechanics Bank Trust Department 0.09% Add +0.9% 9,167 $586K
HTLF Bank 0.07% Add +2.7% 9,145 $584K
Nilsine Partners, LLC 0.08% Reduce -5.1% 9,128 $583K
West Michigan Advisors, LLC 0.19% Reduce -11.6% 9,116 $583K
Duncker Streett & Co. Inc. 0.12% Reduce -5.9% 9,115 $583K
Clean Yield Group 0.23% No change 9,110 $582K
Manchester Capital Management LLC 0.07% Add +4.7% 9,093 $581K
Bangor Savings Bank 0.06% Reduce -1.0% 9,077 $580K
Morse Asset Management, Inc 0.15% Reduce -12.1% 9,050 $578K
Signature Wealth Management Partners, LLC 0.46% Add +16.3% 8,920 $570K
Keynote Financial Services LLC 0.48% — 8,917 $570K
KLR Investment Advisors, LLC 0.41% Add +26.6% 8,714 $569K
Plante Moran Financial Advisors, LLC 0.06% Add +6.4% 8,892 $568K
Delta Financial Group, Inc. 0.17% Add +4.6% 8,888 $568K
Diversify Advisory Services, LLC 0.03% — 8,961 $568K
Investment Advisory Services Inc. /TX 0.21% Add +3.1% 8,868 $567K
9258 Wealth Management, LLC 0.09% Reduce -0.0% 8,867 $567K
Pring Turner Capital Group Inc. 0.41% No change 8,860 $566K
Sfm, LLC 0.43% Add +2.6% 8,830 $564K
Bremer Bank National Association 0.10% Add +17.8% 8,804 $563K
Riverwater Partners LLC 0.41% New 8,797 $562K
Albion Financial Group 0.04% Reduce -2.2% 8,794 $562K
Triton Wealth Management, PLLC 0.39% No change 8,513 $561K
Cassia Capital Partners, LLC 0.37% Add +51.7% 8,768 $560K
Legacy Wealth Asset Management, LLC 0.16% Add +3.9% 8,755 $560K
Capital Advisors Inc. 0.01% Reduce -0.2% 8,733 $558K
Arden Trust Co 0.08% Add +0.1% 8,693 $556K
First National Corp. /Ma/ 0.14% No change 9,120 $554K
BTG Pactual Global Asset Management Ltd 0.18% New 8,655 $553K
Numerai GP LLC 0.24% New 8,642 $552K
Fiduciary Group, LLC 0.06% Add +4.1% 8,635 $552K
Magnus Financial Group LLC 0.07% Add +1.3% 8,606 $550K
Hudson Edge Investment Partners Inc. 0.11% Reduce -4.4% 8,600 $550K
Palogic Value Management, L.P. 0.24% Add +15.1% 8,566 $547K
FMA Wealth Management, LLC 0.45% No change 8,556 $547K
Elwood & Goetz Wealth Advisory Group, LLC 0.13% Reduce -11.5% 8,539 $546K
Aspiriant, LLC 0.02% Add +7.9% 8,539 $546K
Pinion Investment Advisors, LLC 0.28% Reduce -3.0% 8,520 $545K
Paulson Wealth Management Inc. 0.16% New 8,512 $544K
Insight Folios Inc 0.22% Add +6.8% 8,511 $544K
Pinnacle West Asset Management, Inc. 0.43% Reduce -0.3% 8,495 $543K
Ausdal Financial Partners, Inc. 0.06% Add +5.8% 8,437 $539K
Semus Wealth Partners LLC 0.45% Reduce -7.2% 8,435 $539K
StoneX Group Inc. 0.05% Reduce -25.9% 8,406 $537K
Lake Street Private Wealth, LLC 0.07% Add +0.1% 8,396 $537K
Outlook Wealth Advisors, LLC 0.17% Reduce -26.8% 8,395 $536K
Grant/GrossMendelsohn, LLC 0.25% Reduce -37.0% 8,202 $536K
Banque Pictet & Cie SA 0.01% New 8,370 $535K
Private Capital Management, LLC 0.06% Reduce -5.0% 8,342 $533K
Phillips Wealth Planners LLC 0.61% Add +25.4% 8,632 $533K
Steele Capital Management, Inc. 0.03% No change 8,325 $532K
Maxwell Wealth Strategies Inc. 0.27% New 6,798 $532K
Commerzbank Aktiengesellschaft 0.02% Add +42.4% 8,284 $530K
Aviso Wealth Management 0.33% Add +29.4% 8,289 $530K
United Bank 0.06% Reduce -11.1% 8,265 $528K
GYL Financial Synergies, LLC 0.04% Reduce -7.9% 8,254 $527K
Horizon Wealth Management, LLC 0.14% Add +45.7% 8,248 $527K
Harmony Asset Management LLC 0.22% Reduce -32.2% 8,228 $526K
Alpha Omega Wealth Management LLC 0.10% Add +13.2% 8,227 $526K
Schrum Private Wealth Management LLC 0.48% Add +32.8% 8,217 $525K
Mill Creek Capital Advisors, LLC 0.01% Reduce -50.3% 8,211 $525K
Balboa Wealth Partners 0.17% Reduce -15.7% 8,160 $521K
Costello Asset Management, INC 0.37% Reduce -5.3% 8,144 $520K
Bank of New Hampshire 0.14% Reduce -17.5% 8,132 $520K
Monetary Management Group Inc. 0.14% Add +11.3% 8,125 $519K
Schaper Benz & Wise Investment Counsel Inc. 0.04% New 8,120 $519K
Chemung Canal Trust Co. 0.10% No change 8,101 $518K
Midland Wealth Advisors, LLC 0.03% Add +48.5% 8,091 $517K
ARS Wealth Advisors Group, LLC 0.07% Reduce -23.3% 8,073 $516K
CWS Financial Advisors, LLC 0.21% Reduce -15.1% 8,067 $516K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Reduce -4.3% 8,057 $515K
Westpac Banking Corp. 0.04% Reduce -14.8% 8,050 $514K
Stonebridge Capital Advisors LLC 0.05% Add +1.8% 8,029 $513K
Partnership Wealth Management, LLC 0.36% No change 8,000 $511K
Brandywine Trust Co. 0.09% No change 8,000 $511K
Embree Financial Group 0.10% Reduce -0.4% 7,994 $511K
First City Capital Management, Inc. 0.28% Reduce -33.4% 7,992 $511K
Coastwise Capital Group, LLC 0.48% Add +18.8% 7,964 $509K
Cutler Group LLC / CA 0.26% Reduce -84.2% 7,950 $508K
Northwest Bancshares, Inc. 0.08% Add +20.6% 7,928 $507K
InterOcean Capital Group, LLC 0.01% Reduce -4.1% 7,920 $506K
First Bancorp, Inc 0.38% No change 7,907 $505K
Oak Asset Management, LLC 0.19% Add +13.8% 7,899 $505K
Guerra Pan Advisors, LLC 0.46% Reduce -7.4% 7,855 $502K
Nicholas Wealth, LLC. 0.39% Add +25.1% 7,848 $502K
Douglas Lane & Associates, LLC 0.01% Add +1.9% 7,838 $501K
Advance Capital Management, Inc. 0.03% Add +0.1% 7,818 $500K
Tanglewood Legacy Advisors, LLC 0.25% No change 7,800 $498K
Certuity, LLC 0.04% Reduce -23.6% 7,753 $495K
Northern Capital Management, Inc. 0.34% Reduce -3.8% 7,729 $494K
Detalus Advisors, LLC 0.18% Reduce -34.0% 7,728 $494K
Brendel Financial Advisors LLC 0.56% No change 7,711 $493K
Illinois Municipal Retirement Fund 0.01% Reduce -74.7% 7,648 $489K
American Investment Services, Inc. 0.09% No change 7,638 $488K
Diversified, LLC 0.07% Reduce -2.9% 7,620 $487K
Wellington Shields Capital Management, LLC 0.09% Reduce -5.6% 7,613 $487K
Boltwood Capital Management 0.15% Reduce -4.1% 7,605 $486K
Emerald Advisors, LLC 0.09% Reduce -5.9% 7,601 $486K
Opus Capital Group, LLC 0.07% Reduce -10.6% 7,596 $485K
Jeppson Wealth Management, LLC 0.19% Reduce -3.6% 7,540 $482K
Founders Financial Securities LLC 0.05% Reduce -10.5% 7,534 $481K
Wealthspan Partners, LLC 0.28% New 7,531 $481K
OMNI 360 Wealth, Inc. 0.40% Reduce -0.8% 7,493 $479K
Focus Financial Network, Inc. 0.02% — 7,445 $477K
Breakwater Capital Group 0.12% Reduce -8.9% 7,456 $477K
Sienna Gestion 0.04% — 7,422 $474K
Dominguez Wealth Management Solutions, Inc. 0.37% Add +0.2% 7,392 $472K
Veracity Capital LLC 0.18% Add +2.8% 7,357 $470K
Turtle Creek Wealth Advisors, LLC 0.12% Reduce -86.0% 7,346 $469K
SevenBridge Financial Group, LLC 0.11% Reduce -7.3% 6,670 $468K
Gotham Asset Management 0.01% Reduce -74.7% 7,312 $467K
Members Trust Co 0.01% Reduce -11.3% 7,301 $467K
Relyea Zuckerberg Hanson LLC 0.08% Add +4.0% 7,287 $466K
InTrack Investment Management Inc 0.35% New 7,278 $465K
High Net Worth Advisory Group LLC 0.15% Reduce -21.8% 7,261 $464K
Global X Japan Co., Ltd. 0.10% Add +19.2% 7,252 $463K
Strategic Blueprint, LLC 0.03% Add +16.3% 7,252 $463K
Hurlow Wealth Management Group, Inc. 0.16% Reduce -0.7% 7,244 $463K
SPC Financial, Inc. 0.04% Add +16.7% 7,243 $463K
Saturna Capital Corp. 0.01% No change 7,225 $462K
Rbo & Co. LLC 0.08% No change 7,200 $460K
Graham Capital Wealth Management, LLC 0.83% Reduce -1.1% 7,195 $460K
L2 Asset Management, LLC 0.15% Add +9.0% 7,174 $458K
NTV Asset Management LLC 0.07% Add +0.2% 7,171 $458K
Bank Pictet & Cie (Europe) AG 0.01% Add +2.0% 7,171 $458K
Salomon & Ludwin, LLC 0.04% Add +7.4% 7,170 $458K
NWF Advisory Services Inc. 0.08% Reduce -28.2% 7,161 $458K
Frisch Financial Group, Inc. 0.15% Add +0.1% 7,136 $456K
Lindbrook Capital, LLC 0.04% Reduce -19.8% 7,103 $454K
Sunbelt Securities, Inc. 0.05% Reduce -75.3% 7,096 $454K
Everhart Financial Group, Inc. 0.13% Add +46.5% 7,091 $453K
Level Financial Advisors 0.21% Add +0.0% 7,080 $452K
Grey Ledge Advisors, LLC 0.13% Reduce -3.3% 7,046 $450K
Regent Peak Wealth Advisors LLC 0.11% Add +4.8% 7,044 $450K
Heartwood Wealth Advisors LLC 0.06% No change 7,023 $449K
Merrion Investment Management Co, LLC 0.32% No change 7,010 $448K
Pointe Capital Management LLC 0.27% Add +7.7% 7,009 $448K
McGlone Suttner Wealth Management, Inc. 0.08% Add +4.9% 6,999 $447K
Well Done, LLC 0.09% Reduce -31.3% 6,978 $446K
Westmount Partners, LLC 0.16% No change 6,931 $443K
Isthmus Partners, LLC 0.05% Reduce -6.7% 6,920 $442K
Armbruster Capital Management, Inc. 0.09% No change 6,900 $441K
Allegheny Financial Group 0.14% Reduce -8.3% 6,890 $440K
Destiny Wealth Partners, LLC 0.08% Reduce -1.3% 6,887 $440K
Delta Financial Advisors LLC 0.17% New 6,883 $440K
Titleist Asset Management, LLC 0.08% Reduce -38.6% 6,876 $439K
Morningstar Investment Services LLC 0.00% Reduce -46.0% 6,860 $438K
Horizon Investment Services, LLC 0.21% Add +0.2% 6,847 $438K
Dohj, LLC 0.12% Reduce -4.7% 6,822 $436K
MKT Advisors LLC 0.24% Add +8.9% 6,789 $435K
Annex Advisory Services, LLC 0.02% Reduce -5.3% 6,780 $433K
Y.D. More Investments Ltd 0.08% Reduce -43.8% 6,766 $432K
Professional Advisory Services Inc. 0.05% Add +1.9% 6,750 $431K
Prestige Wealth Management Group LLC 0.09% Add +2.5% 6,729 $430K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.32% Reduce -98.9% 6,714 $429K
Synergy Asset Management, LLC 0.07% Reduce -96.6% 6,701 $428K
Sound Stewardship, LLC 0.26% Reduce -3.1% 6,683 $427K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -25.9% 6,681 $427K
Cardiff Park Advisors, LLC 0.04% No change 6,680 $427K
Ullmann Wealth Partners Group, LLC 0.06% Add +0.6% 6,670 $426K
Fruth Investment Management 0.11% No change 6,670 $426K
Tributary Capital Management, LLC 0.03% Reduce -3.6% 6,664 $426K
Global Assets Advisory, LLC 0.26% New 6,717 $426K
Capital Wealth Planning, LLC 0.00% Add +2.5% 6,654 $425K
Heritage Wealth Advisors 0.02% Add +0.7% 6,620 $423K
Eaton Financial Holdings Company, LLC 0.22% Reduce -95.2% 6,615 $423K
Cedar Brook Financial Partners, LLC 0.08% Add +1.9% 6,601 $422K
Connectus Wealth, LLC 0.01% Reduce -91.1% 6,595 $421K
Sheets Smith Wealth Management 0.05% New 6,594 $421K
Peregrine Asset Advisers, Inc. 0.17% Add +6.5% 6,561 $419K
Vicus Capital 0.04% Add +57.1% 6,552 $419K
Clare Market Investments LLC 0.13% Add +0.5% 6,486 $414K
Advisory Research Inc. 0.08% No change 6,485 $414K
Argyle Capital Management, LLC 0.16% No change 6,468 $413K
American State Bank (Iowa) 0.28% Reduce -2.8% 6,435 $411K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +0.1% 6,404 $409K
Forum Financial Management, LP 0.01% Add +9.7% 6,385 $408K
Avidian Wealth Enterprises, LLC 0.02% Add +29.1% 6,383 $408K
Bill Few Associates, Inc. 0.17% Add +19.4% 6,383 $408K
MGB Wealth Management, LLC 0.17% No change 6,372 $407K
GSG Advisors LLC 0.15% Add +2.5% 6,509 $407K
Aigen Investment Management, LP 0.09% New 6,370 $407K
Foundations Investment Advisors, LLC 0.01% Reduce -8.8% 6,351 $406K
Baron Wealth Management LLC 0.21% Add +14.3% 6,331 $405K
Petix & Botte Co 0.10% New 6,306 $403K
Cynosure Group, LLC 0.07% New 6,302 $403K
Palumbo Wealth Management LLC 0.18% Add +0.4% 6,301 $403K
Allstate Corp. 0.03% Reduce -5.4% 6,292 $402K
Measured Wealth Private Client Group, LLC 0.14% Add +3.2% 6,288 $402K
Caldwell Sutter Capital, Inc. 0.19% Add +0.2% 6,242 $399K
Sara-Bay Financial 0.18% Reduce -1.7% 6,286 $398K
Hummer Financial Advisory Services Inc 0.33% Add +14.8% 6,200 $396K
BSW Wealth Partners 0.07% Add +16.5% 6,194 $396K
Fermata Advisors, LLC 0.09% Add +76.3% 6,183 $395K
Kolinsky Wealth Management, LLC 0.30% Add +23.5% 6,169 $394K
Revisor Wealth Management LLC 0.18% Add +60.1% 6,311 $394K
Barnes Pettey Financial Advisors, LLC 0.34% Reduce -4.3% 6,152 $393K
McDaniel Terry & Co. 0.03% New 6,143 $393K
Aaron Wealth Advisors LLC 0.06% Add +17.5% 6,144 $393K
Kozak & Associates, Inc. 0.11% Reduce -0.6% 5,137 $393K
AlphaCore Capital LLC 0.10% Reduce -36.9% 6,141 $392K
American Trust Investment Advisors, LLC 0.19% No change 6,132 $392K
Dudley Capital Management, LLC 0.23% No change 6,174 $391K
Israel Discount Bank of New York 0.48% Reduce -24.6% 6,085 $389K
Levin Capital Strategies, L.P. 0.04% New 6,060 $387K
Accel Wealth Management 0.16% Add +14.5% 6,059 $387K
Argent Advisors, Inc. 0.15% Reduce -1.6% 6,054 $387K
Evexia Wealth LLC 0.16% Add +5.5% 6,129 $387K
Central Bank & Trust Co. 0.06% Reduce -21.6% 6,041 $386K
Wealthspire Retirement, LLC 0.03% Add +0.1% 6,014 $384K
REDW Wealth LLC 0.10% No change 6,001 $384K
Ameliora Wealth Management Ltd. 0.17% No change 6,000 $383K
Savvy Advisors, Inc. 0.22% New 5,994 $383K
Cahill Financial Advisors Inc. 0.05% Add +50.6% 5,986 $383K
Athena Investment Management 0.23% Add +2.6% 5,958 $381K
Fayez Sarofim & Co 0.00% Add +0.1% 5,945 $380K
Mirova 0.07% Reduce -83.2% 5,943 $380K
Wealth Management Associates, Inc. 0.18% Reduce -6.0% 5,352 $379K
Robinson Smith Wealth Advisors LLC 0.36% Reduce -2.8% 5,919 $378K
Thrive Wealth Management, LLC 0.08% Add +11.7% 5,914 $378K
Tradition Wealth Management, LLC 0.04% Add +0.7% 5,911 $378K
Gould Asset Management LLC 0.09% No change 5,884 $376K
Acadian Asset Management LLC 0.00% Reduce -89.0% 5,873 $375K
Kessler Investment Group, LLC 0.23% Add +66.3% 5,862 $375K
Samalin Investment Counsel, LLC 0.18% Reduce -24.1% 5,852 $374K
Blueprint Investment Partners LLC 0.07% Add +29.9% 5,796 $370K
Jackson, Grant Investment Advisers, Inc. 0.15% Reduce -3.2% 5,783 $370K
Kepos Capital LP 0.10% Reduce -14.2% 5,769 $369K
Charter Research & Investment Group, Inc. 0.29% No change 5,773 $369K
Facet Wealth, Inc. 0.01% Add +7.7% 5,168 $368K
Excalibur Management Corp. 0.16% New 5,743 $367K
Waters Parkerson & Co., LLC 0.02% Reduce -0.9% 5,736 $367K
Atlas Wealth Partners, LLC 1.98% Add +6.8% 5,080 $366K
MPS Loria Financial Planners, LLC 0.12% Add +27.8% 5,724 $366K
Charles Schwab Trust Co 0.03% Reduce -22.8% 5,720 $366K
Bedell Frazier Investment Counselling, LLC 0.09% Add +0.6% 5,705 $365K
Guyasuta Investment Advisors Inc. 0.03% No change 5,995 $364K
Nwam LLC 0.03% Reduce -41.4% 5,103 $364K
Synergy Financial Group, LTD 0.41% Add +0.2% 5,692 $364K
Union Savings Bank 0.19% Reduce -0.3% 5,685 $363K
Fidelity D & D Bancorp Inc. 0.27% Reduce -10.4% 5,672 $362K
Novak & Powell Financial Services, Inc. 0.27% No change 5,670 $362K
Taylor Hoffman Wealth Management 0.15% Reduce -2.9% 5,658 $362K
Topel & Distasi Wealth Management, LLC 0.16% No change 5,643 $361K
OneAscent Financial Services LLC 0.04% Reduce -2.1% 5,632 $360K
Brogan Financial, Inc. 0.24% New 5,630 $360K
PCA Investment Advisory Services Inc. 0.20% Add +0.4% 5,619 $359K
Old Mission Investment Co LLC 0.12% Add +0.1% 5,589 $357K
WNY Asset Management, LLC 0.05% Add +0.3% 5,577 $356K
TMD Wealth Management, LLC 0.08% Add +0.3% 5,574 $356K
Covenant Asset Management, LLC 0.09% Reduce -62.0% 5,567 $356K
Strait & Sound Wealth Management LLC 0.20% Add +0.0% 5,560 $356K
Advisory Resource Group 0.08% New 5,553 $355K
Saxony Capital Management, LLC 0.43% Add +1.0% 5,548 $355K
AlTi Global, Inc. 0.01% Reduce -68.5% 5,537 $354K
Pine Haven Investment Counsel, Inc 0.31% No change 5,535 $354K
Strategy Asset Managers LLC 0.08% Add +21.5% 5,515 $352K
Magnolia Capital Advisors LLC 0.29% New 5,471 $352K
Alta Advisers Ltd 0.17% Add +7.8% 5,500 $352K
Ballast, Inc. 0.11% No change 5,480 $350K
First Commonwealth Financial Corp 0.09% Reduce -0.1% 5,463 $349K
Carolinas Wealth Consulting LLC 0.07% Reduce -87.0% 5,452 $348K
Financial Engines Advisors L.L.C. 0.00% Add +22.8% 5,448 $348K
Nichols & Pratt Advisers LLP 0.02% Add +0.4% 5,421 $346K
Sanders Morris Harris LLC 0.06% New 5,418 $346K
Flaharty Asset Management, LLC 0.05% Add +4.8% 5,417 $346K
Plotkin Financial Advisors, LLC 0.23% No change 5,400 $345K
Heritage Investment Group, Inc. 0.05% Reduce -14.3% 5,392 $345K
Onyx Bridge Wealth Group LLC 0.06% Add +2.3% 5,226 $345K
Mirador Capital Partners LP 0.07% Add +35.2% 5,379 $344K
Prossimo Advisors, LLC 0.66% Reduce -39.8% 5,373 $343K
Berkeley Capital Partners, LLC 0.10% Add +7.0% 5,365 $343K
Pacific Center for Financial Services 0.10% Reduce -42.6% 5,354 $342K
Leelyn Smith, LLC 0.07% Add +0.5% 5,353 $342K
Peak Asset Management, LLC 0.07% No change 5,347 $342K
Old North State Trust, LLC 0.29% — 5,343 $341K
Eldridge Investment Advisors, Inc. 0.09% Add +0.3% 5,331 $341K
Howland Capital Management LLC 0.02% Reduce -20.3% 5,327 $340K
Landaas & Co. /Wi 0.11% No change 5,320 $340K
Richard P Slaughter Associates Inc 0.08% No change 5,316 $340K
Carmichael Hill & Associates, Inc. 0.14% No change 5,314 $340K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -7.5% 5,308 $339K
Sather Financial Group Inc 0.02% No change 5,300 $339K
Advus Financial Partners, LLC 0.10% Add +13.1% 5,299 $339K
LBMC Investment Advisors, LLC 0.03% No change 5,296 $338K
Washington Trust Bank 0.03% Reduce -44.6% 5,281 $338K
CYBER HORNET ETFs LLC 0.40% Reduce -1.9% 5,321 $337K
Worth Financial Advisory Group, LLC 0.23% Reduce -17.7% 5,277 $337K
Gateway Wealth Partners, LLC 0.12% Add +1.4% 5,276 $337K
Frazier Financial Advisors, LLC 0.28% Add +82.7% 5,262 $336K
SYSTM Wealth Solutions LLC 0.04% Reduce -10.1% 5,259 $336K
Crewe Advisors LLC 0.04% New 5,258 $336K
Meritage Portfolio Management 0.02% Add +0.7% 5,251 $336K
Garden State Investment Advisory Services LLC 0.12% Reduce -6.5% 5,279 $336K
Tritonpoint Wealth, LLC 0.04% Add +9.3% 6,221 $335K
Canopy Partners, LLC 0.16% Add +4.6% 5,240 $335K
Register Financial Advisors LLC 0.17% New 5,229 $334K
Atlanta Consulting Group Advisors, LLC 0.12% — 5,221 $334K
Kades & Cheifetz LLC 0.21% Add +7.1% 5,201 $332K
RMR Wealth Builders 0.04% Reduce -63.3% 5,195 $332K
Crescent Grove Advisors, LLC 0.03% No change 5,193 $332K
Evanson Asset Management, LLC 0.02% Add +42.2% 5,192 $332K
Resonant Capital Advisors, LLC 0.03% Add +24.7% 5,190 $332K
GPS Wealth Strategies Group, LLC 0.05% Reduce -21.1% 5,185 $331K
Bouchey Financial Group, Ltd. 0.03% No change 5,184 $331K
Signal Advisors Wealth, LLC 0.08% Add +32.6% 5,167 $330K
MV Capital Management, Inc. 0.04% Add +7.3% 5,158 $330K
TCI Wealth Advisors, Inc. 0.03% Reduce -1.0% 5,158 $330K
New Jersey Better Educational Savings Trust 0.62% No change 5,128 $328K
Pathway Financial Advisors LLC 0.09% Reduce -0.2% 5,120 $327K
Philadelphia Trust Co. 0.03% Add +25.8% 5,120 $327K
Sunpointe, LLC 0.36% Reduce -0.6% 5,108 $326K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,106 $326K
First American Bank 0.02% Reduce -1.1% 5,099 $326K
Parcion Private Wealth LLC 0.03% Reduce -20.4% 5,076 $324K
BCS Wealth Management 0.10% No change 5,073 $324K
Navalign, LLC 0.11% Reduce -1.7% 5,065 $324K
Rockbridge Investment Management, LCC 0.05% No change 5,062 $324K
City Center Advisors, LLC 0.38% — 5,054 $323K
Seven Mile Advisory 0.24% Add +11.3% 5,049 $323K
Summitry LLC 0.02% Reduce -2.5% 5,046 $322K
Wambolt & Associates, LLC 0.10% Reduce -58.4% 5,087 $322K
Nemes Rush Group LLC 0.05% Reduce -5.3% 5,044 $322K
LGL Partners, LLC 0.05% Add +4.2% 5,031 $322K
Pension & Wealth Management Advisors, Inc. 0.21% Reduce -7.4% 5,031 $322K
Power Wealth Management LLC 0.20% Reduce -7.0% 5,025 $321K
LifePlan Financial, LLC 0.29% Reduce -0.9% 5,024 $321K
Aspen Grove Capital, LLC 0.09% Add +10.6% 5,021 $321K
Quent Capital, LLC 0.04% Add +5.2% 5,014 $320K
Stevens Capital Management LP 0.06% Reduce -69.3% 5,000 $320K
Fortis Advisors, LLC 0.21% No change 5,000 $320K
Ridgecrest Wealth Partners, LLC 0.19% Reduce -8.1% 4,996 $319K
Ironwood Investment Counsel, LLC 0.06% Reduce -4.8% 4,991 $319K
Magnolia Capital Management Ltd. 0.27% No change 4,994 $319K
Dean Investment Associates, LLC 0.04% No change 4,984 $319K
Clay Northam Wealth Management, LLC 0.26% Add +0.0% 4,983 $318K
Swisher Financial Concepts, Inc. 0.28% No change 4,974 $318K
Seeds Investor LLC 0.29% Add +12.2% 4,968 $317K
Investment Partners, LTD. 0.14% Reduce -25.0% 4,963 $317K
Cedar Point Capital Partners, LLC 0.24% New 4,943 $316K
Chelsea Counsel Co. 0.18% Reduce -38.9% 4,920 $314K
First National Bank Sioux Falls 0.17% No change 4,918 $314K
Childress Capital Advisors, LLC 0.09% Reduce -8.4% 4,906 $314K
Cetera Trust Company, N.A 0.19% Reduce -3.9% 4,904 $313K
Morningstar Investment Management LLC 0.03% No change 4,891 $313K
Quadrant Private Wealth Management, LLC 0.08% Reduce -0.2% 4,883 $312K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +27.3% 4,879 $312K
Chicago Capital, LLC 0.01% Reduce -1.8% 4,871 $311K
Everpar Advisors LLC 0.19% Reduce -17.1% 4,854 $310K
Mengis Capital Management, Inc. 0.05% Add +33.4% 4,844 $310K
Debussy Capital Management LP 0.09% Reduce -13.8% 4,195 $310K
Warren Street Wealth Advisors, LLC 0.15% Add +6.1% 4,843 $310K
Global Strategic Investment Solutions, LLC 0.04% Add +19.2% 4,839 $309K
Raleigh Capital Management Inc. 0.13% Add +25.3% 4,808 $307K
DE Burlo Group Inc. 0.04% No change 4,800 $307K
Sawgrass Asset Management LLC 0.03% No change 4,797 $307K
Apexium Financial, LP 0.02% Reduce -34.7% 4,784 $306K
MSH Capital Advisors LLC 0.11% Add +8.2% 4,782 $306K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -2.2% 4,772 $305K
Counterweight Ventures, LLC 0.24% No change 4,757 $304K
Castle Rock Wealth Management, LLC 0.08% Reduce -53.0% 4,422 $303K
MJP Associates Inc. 0.07% New 4,718 $302K
Syntegra Private Wealth Group, LLC 0.04% Reduce -13.9% 4,705 $301K
Trust Co. of Oklahoma 0.11% New 4,705 $301K
Horan Securities, Inc. 0.14% Add +0.5% 4,701 $300K
Prairie Sky Financial Group LLC 0.18% Add +0.9% 4,695 $300K
Biltmore Family Office, LLC 0.06% No change 4,679 $299K
GoalFusion Wealth Management, LLC 0.19% No change 4,660 $298K
Washington Trust Advisors, Inc. 0.03% Add +19.4% 4,657 $298K
Rogco, LP 0.12% Add +5.0% 4,655 $298K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +0.5% 4,653 $297K
Asahi Life Asset Management Co., LTD. 0.18% No change 4,650 $297K
Valley National Advisers Inc. 0.04% Add +55.7% 4,653 $297K
Astoria Portfolio Advisors LLC. 0.11% Add +4.4% 4,718 $296K
Mayport, LLC 0.11% No change 4,617 $295K
New Covenant Trust Company, N.A. 0.29% — 4,598 $294K
King Wealth Management Group 0.05% Reduce -2.4% 4,568 $292K
Cahaba Wealth Management, Inc. 0.03% Add +1.4% 4,568 $292K
Keb Asset Management, LLC 0.10% Reduce -7.3% 4,567 $292K
Cape Investment Advisory, Inc. 0.14% Add +0.3% 4,559 $291K
Kirtland Hills Capital Management, LLC 0.25% — 4,014 $291K
Vernal Point Advisors, LLC 0.25% New 4,548 $291K
Hayek Kallen Investment Management 0.11% No change 4,535 $290K
Armstrong Advisory Group, Inc. 0.03% No change 4,761 $289K
Simon Quick Advisors, LLC 0.02% Add +28.4% 4,506 $288K
Griffin Asset Management, Inc. 0.03% No change 4,500 $288K
Delta Asset Management LLC 0.03% Reduce -0.7% 4,491 $287K
Traynor Capital Management, Inc. 0.03% Add +1175.6% 4,490 $287K
Holistic Financial Partners 0.15% Add +5.1% 4,487 $287K
iSAM Funds (UK) Ltd 0.16% New 4,484 $287K
Fi3 FINANCIAL ADVISORS, LLC 0.13% New 4,080 $286K
Skyline Advisors, Inc. 0.13% No change 4,472 $286K
Eagle Bay Advisors LLC 0.18% Add +4.1% 4,466 $285K
Thomas Story & Son LLC 0.12% No change 4,464 $285K
Walker Asset Management, LLC 0.19% Add +13.5% 4,452 $285K
Villere St Denis J & Co. LLC 0.02% Reduce -25.2% 4,450 $284K
Bank of Marin 0.25% No change 4,447 $284K
Revolve Wealth Partners, LLC 0.05% Add +16.9% 4,431 $283K
Wealth Architects, LLC 0.04% Add +9.1% 4,426 $283K
Alpha Financial Partners LLC 0.26% Reduce -36.6% 4,422 $283K
Rosenbaum Jay D. 1.63% Reduce -56.8% 4,404 $281K
Future Financial Wealth Managment LLC 0.22% No change 4,400 $281K
Keyes, Stange & Wooten Wealth Management, LLC 0.25% Add +0.6% 4,399 $281K
TriaGen Wealth Management LLC 0.12% No change 4,396 $281K
Buttonwood Financial Advisors Inc. 0.13% Reduce -0.5% 4,395 $281K
Blossom Wealth Management 0.67% Add +23.9% 4,385 $280K
Cloverfields Capital Group, LP 0.09% No change 4,370 $279K
Austin Wealth Management, LLC 0.07% Add +0.8% 3,658 $279K
FSB Premier Wealth Management, Inc. 0.13% Reduce -11.9% 4,367 $279K
Pinnacle Bancorp, Inc. 0.08% No change 4,360 $279K
Patrick M Sweeney & Associates, Inc. 0.23% Add +5.1% 4,347 $278K
Colonial River Investments, LLC 0.16% Reduce -1.5% 4,343 $278K
Realta Investment Advisors 0.06% Reduce -11.7% 4,342 $278K
White Pine Capital LLC 0.11% Add +0.1% 4,138 $277K
Zhang Financial LLC 0.02% Add +0.5% 4,330 $277K
Pingora Partners LLC 0.20% Add +8.1% 4,325 $276K
Wealth Group, Ltd. 0.21% — 4,319 $276K
Lawson Kroeker Investment Management Inc. 0.05% No change 4,300 $275K
Amplius Wealth Advisors, LLC 0.03% Reduce -20.0% 4,294 $274K
Fairhaven Wealth Management, LLC 0.09% Reduce -0.2% 4,292 $274K
Hanson & Doremus Investment Management 0.05% Reduce -8.4% 4,288 $274K
Rappaport Reiches Capital Management, LLC 0.09% Add +7.8% 4,285 $274K
CJM Wealth Advisers, Ltd. 0.10% Reduce -2.0% 4,281 $274K
GW&K Investment Management, LLC 0.00% Reduce -34.4% 4,279 $273K
Oracle Alpha Inc. 0.49% Add +22.7% 4,270 $273K
Johnson Financial Group, Inc. 0.01% Reduce -19.0% 4,269 $273K
TFB Advisors LLC 0.10% New 3,967 $272K
Laffer Tengler Investments, Inc. 0.09% Add +93.3% 4,252 $272K
Stanley-Laman Group, Ltd. 0.04% Reduce -33.4% 4,245 $271K
EverSource Wealth Advisors, LLC 0.02% Reduce -15.3% 4,034 $270K
Alkeme Wealth, LLC 0.12% No change 4,224 $269K
Gries Financial LLC 0.04% Add +24.4% 4,205 $269K
Tandem Wealth Advisors LLC 0.15% No change 4,204 $269K
Legacy Advisors, LLC 0.03% Reduce -1.6% 4,199 $268K
Pavion Blue Capital, LLC 0.13% No change 4,196 $268K
Opes Wealth Management LLC 0.06% Reduce -3.1% 4,192 $268K
Catalina Capital Group, LLC 0.11% New 4,185 $267K
L. Roy Papp & Associates, LLP 0.03% Reduce -46.3% 4,181 $267K
Rosenberg Matthew Hamilton 0.08% Reduce -1.7% 4,205 $267K
Legend Financial Advisors, Inc. 0.19% Add +2.5% 4,166 $266K
German American Bancorp, Inc. 0.03% No change 4,164 $266K
Hilltop National Bank 0.09% — 4,148 $265K
Centerpoint Advisors, LLC 0.10% No change 4,136 $264K
Tiemann Investment Advisors, LLC 0.12% No change 4,122 $263K
CPC Advisors, LLC 0.04% Reduce -16.7% 4,118 $263K
Vantage Consulting Group Inc 0.17% Add +4.8% 4,108 $263K
Schneider Downs Wealth Management Advisors, LP 0.06% New 4,100 $262K
LaFleur & Godfrey LLC 0.04% No change 4,100 $262K
SignalPoint Asset Management, LLC 0.07% Add +0.3% 4,099 $262K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -3.1% 4,098 $262K
PBMares Wealth Management LLC 0.07% New 4,067 $260K
Chemistry Wealth Management LLC 0.07% New 4,062 $260K
Seelaus Asset Management LLC 0.27% No change 4,060 $259K
Towercrest Capital Management 0.04% Add +15.5% 4,046 $259K
Sunflower Bank, N.A. 0.06% Add +2.3% 4,043 $258K
Alliance Wealth Management Group 0.08% Add +15.6% 4,031 $258K
Geller Advisors LLC 0.02% Add +18.4% 4,020 $257K
First Business Financial Services, Inc. 0.03% Reduce -15.2% 4,019 $257K
Key Financial Inc 0.07% Reduce -24.7% 4,015 $257K
Mairs & Power Inc. 0.00% Reduce -2.4% 4,014 $257K
Cedrus LLC 0.14% Reduce -7.3% 4,001 $256K
Adalta Capital Management LLC 0.14% No change 4,000 $256K
Congress Park Capital LLC 0.11% New 4,000 $256K
McAdam, LLC 0.02% Add +9.2% 3,985 $255K
NBW Capital LLC 0.05% Reduce -2.2% 3,982 $254K
Consolidated Portfolio Review Corp 0.07% Reduce -66.7% 3,976 $254K
Sittner & Nelson, LLC 0.13% No change 3,976 $254K
Versant Capital Management, Inc 0.07% Add +3.1% 3,964 $253K
MBE Wealth Management, LLC 0.16% Add +1.0% 3,951 $253K
Marshall & Sullivan Inc. 0.12% No change 3,932 $251K
BIP Wealth, LLC 0.02% Reduce -0.8% 3,897 $249K
Liberty Wealth Management LLC 0.05% Add +0.6% 3,903 $249K
Bradley & Co. Private Wealth Management, LLC 0.20% Add +2.7% 3,894 $249K
New Republic Capital, LLC 0.16% Add +1.9% 3,887 $248K
Signature Wealth Management Group 0.11% Reduce -0.6% 3,861 $248K
Certified Advisory Corp 0.03% Reduce -10.6% 3,883 $248K
Willow Creek Wealth Management Inc. 0.03% Add +2.9% 3,877 $248K
Full Sail Capital, LLC 0.02% Reduce -0.4% 3,875 $248K
ARS Investment Partners, LLC 0.02% Reduce -1.9% 3,874 $248K
First Nebraska Trust Co 0.03% Add +11.5% 3,872 $247K
Highview Capital Management LLC 0.11% Reduce -15.8% 3,864 $247K
Vertex Planning Partners, LLC 0.07% Reduce -10.4% 3,830 $245K
First Hawaiian Bank 0.01% Add +0.2% 3,830 $245K
Bay Rivers Group 0.13% Add +1.3% 3,825 $244K
Fiducient Advisors LLC 0.05% New 3,825 $244K
Apriem Advisors 0.03% New 3,812 $244K
CoreFirst Bank & Trust 0.15% Reduce -1.6% 3,800 $243K
Cassady Schiller Wealth Management, LLC 0.11% Reduce -13.2% 3,786 $242K
Drive Wealth Management, LLC 0.07% Reduce -21.9% 3,771 $241K
Meridian Wealth Advisors, LLC 0.05% Reduce -0.4% 3,765 $241K
Accredited Investors Inc. 0.02% Reduce -2.2% 3,762 $240K
Corrado Advisors, LLC 0.16% New 3,753 $240K
Peoples Bank 0.13% Reduce -3.8% 3,751 $240K
Wimmer Associates 1, LLC 0.13% Reduce -1.3% 3,750 $240K
STAR Financial Bank 0.20% Reduce -5.1% 3,745 $239K
Norwood Financial Corp 0.35% No change 3,740 $239K
Gratus Wealth Advisors, LLC 0.04% No change 3,720 $238K
Foguth Wealth Management, LLC. 0.13% — 3,726 $238K
Significant Wealth Partners LLC 0.16% Reduce -5.8% 3,720 $238K
Cottonwood Capital Advisors, LLC 0.19% Reduce -12.9% 3,771 $237K
Janiczek Wealth Management, LLC 0.05% Reduce -7.7% 3,697 $236K
Trustmark Bank Trust Department 0.02% Reduce -2.3% 3,695 $236K
Thompson Siegel & Walmsley LLC 0.00% Reduce -1.0% 3,693 $236K
Summit X, LLC 0.06% No change 3,692 $236K
Advantage Trust Co 0.17% Reduce -15.7% 3,685 $236K
Fielder Capital Group LLC 0.10% Add +1.9% 3,675 $235K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% No change 3,669 $234K
Apella Capital, LLC 0.01% Reduce -0.1% 3,578 $234K
Glassy Mountain Advisors, Inc. 0.09% No change 3,660 $234K
Intrepid Capital Management Inc. 0.15% Reduce -56.2% 3,657 $234K
Calydon Capital 0.04% Reduce -58.4% 3,423 $233K
Barings LLC 0.01% New 3,636 $232K
Concentric Wealth Management, LLC 0.06% New 3,628 $232K
Sunburst Financial Group, LLC 0.07% New 3,658 $232K
Patton Fund Management, Inc. 0.04% New 3,627 $232K
Connors Investor Services Inc. 0.02% Reduce -61.7% 3,625 $232K
Rockport Wealth LLC 0.15% — 3,617 $231K
Mosaic Financial Group, LLC 0.18% — 3,621 $231K
GW Henssler & Associates Ltd. 0.01% Reduce -18.2% 3,608 $231K
Saranac Partners Ltd 0.14% Reduce -27.3% 3,605 $230K
Leo Wealth, LLC 0.02% New 3,590 $229K
Veltria Advisors Corp. 0.06% New 3,578 $229K
Etesian Wealth Advisors, Inc. 0.13% No change 3,555 $227K
Sivia Capital Partners, LLC 0.15% Add +4.0% 3,554 $227K
BCK Partners, Inc. 0.12% No change 3,552 $227K
Leisure Capital Management 0.11% Add +6.2% 3,550 $227K
Objective Capital Management, LLC 0.15% New 3,549 $227K
Shufro Rose & Co. LLC 0.02% No change 3,528 $225K
Smith Anglin Financial, LLC 0.02% Reduce -2.3% 3,525 $225K
Tyler-Stone Wealth Management 0.10% Add +5.1% 3,524 $225K
Clear Harbor Asset Management, LLC 0.02% New 3,522 $225K
Paces Ferry Wealth Advisors, LLC 0.14% New 3,514 $225K
Bruce G. Allen Investments, LLC 0.18% Add +1.5% 3,511 $224K
AlphaStar Capital Management, LLC 0.02% Reduce -4.3% 3,483 $223K
Psagot Value Holdings Ltd. / (Israel) 2.01% Reduce -82.9% 3,459 $221K
RDA Financial Network 0.08% Add +3.4% 3,455 $221K
Pacifica Partners Inc. 0.10% Reduce -1.7% 3,525 $221K
Davies Financial Advisors, Inc. 0.22% — 3,445 $220K
Jacobsen Capital Management 0.10% New 3,441 $220K
ICA Group Wealth Management, LLC 0.04% Reduce -40.8% 3,439 $220K
Jackson Hole Capital Partners, LLC 0.05% New 3,437 $220K
Trust Co of the South 0.05% Reduce -50.9% 3,434 $219K
Harvey Investment Co. LLC 0.02% No change 3,432 $219K
GTS Securities LLC 0.01% Reduce -95.1% 3,425 $219K
WealthShield Partners, LLC 0.04% Reduce -8.6% 3,419 $219K
Watershed Private Wealth LLC 0.10% New 3,415 $218K
Portland Global Advisors LLC 0.03% No change 3,412 $218K
TFC Financial Management, Inc. 0.04% Add +7.8% 3,392 $217K
Angeles Investment Advisors, LLC 0.01% New 3,382 $216K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -47.5% 2,735 $216K
Garde Capital, Inc. 0.02% Reduce -29.3% 3,390 $216K
JB Capital LLC 0.01% Reduce -0.7% 3,375 $216K
Legacies Wealth LLC 0.19% No change 3,376 $216K
Optas, LLC 0.06% New 3,366 $215K
Marex Group Ltd 0.01% New 3,364 $215K
FMFE Wealth Management, LLC 0.20% No change 3,357 $215K
Pinnacle Wealth Management Group, Inc. 0.16% New 3,354 $214K
Fortitude Advisory Group L.L.C. 0.12% Reduce -62.3% 3,353 $214K
Commonwealth Financial Services, LLC 0.05% No change 3,526 $214K
Marathon Capital Management 0.05% No change 3,350 $214K
Sage Advisors, LLC 0.19% No change 3,336 $213K
Lockerman Financial Group, Inc. 0.41% New 3,332 $213K
DGS Capital Management, LLC 0.06% New 3,327 $213K
Ehrlich Financial Group 0.18% Reduce -6.5% 3,322 $212K
GC Wealth Management RIA, LLC 0.04% New 3,321 $212K
Stockman Wealth Management, Inc. 0.04% Reduce -15.5% 3,321 $212K
ORBA Wealth Advisors, L.L.C. 0.12% No change 3,320 $212K
Heartland Bank & Trust Co 0.12% New 3,309 $211K
JFS Wealth Advisors, LLC 0.02% Reduce -5.1% 3,306 $211K
Meridian Wealth Partners, LLC 0.04% New 3,305 $211K
CarsonAllaria Wealth Management, Ltd. 0.13% Add +0.1% 3,303 $211K
Meridian Financial Advisors, LLC 0.16% No change 3,302 $211K
Atlas Private Wealth Advisors 0.07% Reduce -51.2% 3,301 $211K
Private Management Group Inc. 0.01% Reduce -0.5% 3,297 $211K
Appleton Partners Inc. 0.02% Reduce -38.9% 3,289 $210K
Aprio Wealth Management, LLC 0.04% New 3,280 $210K
Trinity Financial Advisors LLC 0.09% New 3,252 $208K
Centennial Bank 0.11% Reduce -10.0% 3,244 $207K
One Capital Management, LLC 0.01% New 3,243 $207K
Crew Capital Management, Ltd 0.17% New 3,233 $207K
Perennial Investment Advisors, LLC 0.03% New 3,231 $206K
Angeles Wealth Management, LLC 0.02% New 3,230 $206K
Citizens Business Bank 0.04% New 3,225 $206K
Affinity Capital Advisors, LLC 0.05% Reduce -6.3% 3,223 $206K
National Wealth Management Group, LLC 0.16% New 3,219 $206K
LMG Wealth Partners, LLC 0.05% New 3,219 $206K
Broadwater Capital Management LLC 0.16% No change 3,206 $205K
New World Advisors LLC 0.06% New 3,200 $205K
IAG Wealth Partners, LLC 0.04% No change 3,200 $205K
Knollwood Investment Advisory, LLC 0.04% New 3,200 $205K
Granite Investment Partners, LLC 0.01% New 3,200 $205K
Regatta Capital Group, LLC 0.05% New 3,197 $204K
Osborne Partners Capital Management, LLC 0.01% Reduce -10.3% 3,196 $204K
Hamilton Capital, LLC 0.02% New 3,194 $204K
Riggs Asset Managment Co. Inc. 0.06% No change 3,188 $204K
Wealth Dimensions Group, Ltd. 0.06% New 3,173 $203K
Invenio Wealth Partners LLC 0.11% Reduce -21.8% 3,168 $202K
Marco Investment Management LLC 0.02% New 3,168 $202K
GFG Capital, LLC 0.05% Reduce -84.1% 3,166 $202K
Pinnacle Family Advisors, LLC 0.11% New 3,161 $202K
Regal Investment Advisors LLC 0.01% New 3,157 $202K
Auxano Advisors, LLC 0.06% New 3,150 $201K
Edgestream Partners, L.P. 0.01% Reduce -95.7% 3,140 $201K
Neumann Capital Management, LLC 0.07% New 3,134 $200K
Elgethun Capital Management 0.05% No change 3,137 $199K
Twin Lakes Capital Management, LLC 0.13% Add +0.2% 3,090 $197K
Ogorek Anthony Joseph /NY/ 0.07% Reduce -6.1% 3,070 $196K
Canton Hathaway, LLC 0.05% No change 3,063 $196K
Kelly Lawrence W & Associates Inc. 0.05% No change 3,060 $196K
Chilton Capital Management LLC 0.01% Add +3.6% 3,040 $194K
Capital Advisors, Ltd. LLC 0.03% Add +4.7% 3,019 $193K
Gables Capital Management Inc. 0.11% No change 3,011 $192K
Hall Laurie J Trustee 0.07% No change 2,970 $190K
Sugarloaf Wealth Management, LLC 0.04% Add +1.4% 2,954 $189K
Planning Capital Management Corp 0.14% Add +33.0% 2,935 $188K
Bray Capital Advisors 0.05% Add +0.6% 2,933 $187K
LRI Investments, LLC 0.05% — 2,884 $184K
Sawyer & Company, Inc 0.07% No change 2,882 $184K
Criterion Capital Advisors, LLC 0.12% New 2,825 $181K
Orion Capital Management LLC 0.10% Reduce -9.9% 2,813 $180K
Annapolis Financial Services, LLC 0.06% No change 2,721 $174K
J.Safra Asset Management Corp 0.02% Reduce -27.8% 2,717 $174K
Hazlett, Burt & Watson, Inc. 0.10% Add +37.7% 2,711 $173K
Beaird Harris Wealth Management, LLC 0.02% Add +97.5% 2,544 $163K
Loomis Sayles & Co. L P 0.00% Add +4.3% 2,535 $162K
Acima Private Wealth, LLC 0.06% No change 2,521 $161K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 2,493 $159K
Core Wealth Advisors, Inc. 0.05% No change 2,483 $159K
Optimum Investment Advisors 0.07% No change 2,400 $153K
Global Financial Private Client, LLC 0.06% Add +44.8% 2,329 $148K
Hoey Investments, Inc. 0.03% Reduce -30.9% 2,278 $146K
Trust Co 0.02% No change 2,260 $144K
Arlington Trust Co LLC 0.04% Reduce -21.1% 2,228 $142K
Evergreen Private Wealth LLC 0.07% Add +25.5% 2,156 $138K
Gilliland Jeter Wealth Management LLC 0.05% New 2,131 $136K
Westside Investment Management, Inc. 0.03% Reduce -12.0% 2,119 $135K
Davis Capital Management 0.12% No change 2,127 $135K
FSA Wealth Management LLC 0.06% No change 2,105 $135K
Hanseatic Management Services Inc. 0.19% Add +0.9% 2,004 $128K
Elevation Wealth Partners, LLC 0.06% No change 2,000 $128K
Custom Portfolio Group LLC 0.10% No change 1,992 $127K
Horizon Bancorp Inc. 0.06% Add +4.6% 1,995 $127K
Silvant Capital Management LLC 0.01% No change 1,944 $124K
Rational Advisors, Inc. 0.01% Reduce -10.6% 1,933 $124K
Halpern Financial, Inc. 0.04% Reduce -3.3% 1,965 $123K
Godsey & Gibb, Inc. 0.01% Reduce -24.2% 1,895 $121K
Deseret Mutual Benefit Administrators 0.06% Add +11.9% 1,861 $119K
Glass Jacobson Investment Advisors llc 0.04% No change 1,858 $119K
Riverview Trust Co 0.09% New 1,848 $118K
Winch Advisory Services, LLC 0.04% Add +68.7% 1,844 $118K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 1,812 $116K
Mendota Financial Group, LLC 0.07% Reduce -34.3% 1,800 $115K
TD Capital Management LLC 0.01% No change 1,774 $113K
West Branch Capital LLC 0.05% No change 1,770 $113K
Spectrum Wealth Counsel, LLC 0.01% Add +7.6% 1,721 $110K
Mowery & Schoenfeld Wealth Management, LLC 0.21% No change 1,680 $107K
Financial Management Professionals, Inc. 0.02% Add +2.7% 1,622 $104K
Blume Capital Management, Inc. 0.03% No change 1,626 $104K
Dogwood Wealth Management LLC 0.07% Add +0.9% 1,600 $102K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -9.4% 1,597 $102K
Financial Connections Group, Inc. 0.11% Add +2.8% 1,593 $102K
Castleark Management LLC 0.00% No change 1,560 $100K
Foster Dykema Cabot & Partners, LLC 0.01% Add +31.1% 1,536 $98K
AllSquare Wealth Management LLC 0.06% No change 1,524 $97K
RFP Financial Group LLC 0.04% Add +5.1% 1,521 $97K
HHM Wealth Advisors, LLC 0.02% Reduce -0.5% 1,509 $96K
Private Ocean, LLC 0.01% No change 1,506 $96K
PSI Advisors, LLC 0.03% Add +0.1% 1,505 $96K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3.42% Reduce -78.7% 1,494 $95K
Addison Advisors LLC 0.03% Reduce -3.5% 1,492 $95K
Hillsdale Investment Management Inc. 0.01% Reduce -28.7% 1,491 $95K
Tortoise Investment Management, LLC 0.01% Reduce -5.3% 1,473 $94K
Compass Wealth Management LLC 0.02% No change 1,466 $94K
Financial Perspectives, Inc 0.04% No change 1,456 $93K
Sanctuary Wealth Management, L.L.C. 0.07% No change 1,432 $92K
Thompson Investment Management, Inc. 0.01% No change 1,416 $90K
Silver Oak Securities, Incorporated 0.01% New 1,341 $86K
Vima LLC 0.10% No change 1,108 $85K
Larson Financial Group LLC 0.01% Add +34.1% 1,330 $85K
Northwest Capital Management Inc 0.03% No change 1,294 $83K
NFSG Corp 0.04% Add +0.8% 1,288 $82K
Boit C F David 0.04% No change 1,200 $82K
JNBA Financial Advisors 0.01% No change 1,277 $82K
Solstein Capital, LLC 0.06% No change 1,276 $82K
Steph & Co. 0.03% Add +17.3% 1,228 $78K
Mizuho Securities Co. Ltd. 0.42% New 1,200 $77K
Barrett & Company, Inc. 0.04% Reduce -21.4% 1,176 $75K
Tsfg, LLC 0.02% Reduce -40.5% 1,070 $68K
Operose Advisors LLC 0.02% Add +64.1% 1,024 $65K
Morton Brown Family Wealth, LLC 0.03% Reduce -2.1% 1,016 $65K
Cornerstone Planning Group LLC 0.02% Add +1.7% 912 $64K
Gould Capital, LLC 0.04% Add +23.5% 993 $63K
Provenance Wealth Advisors, LLC 0.01% Reduce -5.6% 983 $63K
EnRich Financial Partners LLC 0.02% New 980 $63K
Kiely Wealth Advisory Group, Inc. 0.04% No change 916 $62K
CGC Financial Services, LLC 0.03% No change 925 $59K
Bay Harbor Wealth Management, LLC 0.02% Reduce -0.7% 924 $59K
Creekmur Asset Management LLC 0.02% Reduce -83.8% 898 $57K
Wiser Advisor Group LLC 0.09% No change 872 $56K
CNB Bank 0.03% Add +0.2% 871 $56K
Arax Advisory Partners 0.01% Reduce -73.9% 860 $55K
Exchange Traded Concepts, LLC 0.00% Reduce -48.8% 854 $55K
Pineridge Advisors LLC 0.02% Reduce -2.2% 850 $54K
First PREMIER Bank 0.01% Add +14.2% 845 $54K
Spotlight Asset Group, Inc. 0.04% No change 840 $54K
Rise Advisors, LLC 0.03% Add +0.8% 826 $53K
Toth Financial Advisory Corp. 0.01% Add +625.9% 813 $52K
Syntax Research, Inc. 0.04% No change 804 $51K
Impact Partnership Wealth, LLC 0.02% Reduce -6.0% 800 $51K
TruNorth Capital Management, LLC 0.02% — 800 $51K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -45.7% 771 $49K
Perkins Coie Trust Co 0.01% No change 740 $47K
Main Street Group, LTD 0.02% Reduce -45.1% 740 $47K
Fernwood Investment Management, LLC 0.01% New 733 $47K
Covestor Ltd 0.03% Reduce -5.6% 714 $46K
Briaud Financial Planning Inc 0.03% New 710 $46K
Private Wealth Management Group, LLC 0.02% Add +88.1% 713 $46K
Kelly Financial Services LLC 0.02% Add +22.0% 709 $45K
Rakuten Securities, Inc. 0.02% Add +15.0% 636 $41K
Wetzel Investment Advisors, Inc. 0.02% Reduce -2.5% 630 $40K
Magellan Asset Management Ltd 0.00% Add +8.9% 601 $38K
Dunhill Financial, LLC 0.03% Add +4.5% 600 $38K
Abound Wealth Management 0.01% Reduce -1.0% 596 $38K
Bell Investment Advisors, Inc 0.01% Add +9.2% 594 $38K
American Capital Advisory, LLC 0.03% Add +74.5% 480 $37K
Valued Wealth Advisors LLC 0.03% Reduce -4.9% 558 $36K
True Wealth Design, LLC 0.01% Add +2.5% 541 $35K
Stuart Chaussee & Associates, Inc. 0.01% No change 540 $35K
Mascoma Wealth Management LLC 0.01% Reduce -9.5% 531 $34K
Stephens Consulting, LLC 0.01% Reduce -16.6% 524 $33K
BOK Financial Private Wealth, Inc. 0.00% Add +0.2% 472 $30K
Guardian Wealth Management, Inc. 0.02% Add +0.9% 460 $29K
Retirement Group, LLC 0.01% Add +13.2% 454 $29K
Raffa Wealth Management, LLC 0.01% Reduce -13.6% 452 $29K
Trifecta Capital Advisors, LLC 0.01% Reduce -17.3% 445 $28K
Louisbourg Investments Inc. 0.01% New 440 $28K
WealthCollab, LLC 0.02% Reduce -16.8% 420 $27K
CBIZ Investment Advisory Services, LLC 0.00% New 400 $26K
Ulland Investment Advisors, LLC 0.02% No change 394 $25K
Scarborough Advisors, LLC 0.01% No change 363 $23K
Avion Wealth 0.01% Reduce -13.5% 353 $23K
Blue Bell Private Wealth Management, LLC 0.00% Add +2.6% 354 $23K
Tucker Asset Management LLC 0.01% Add +41.0% 344 $22K
Aspect Partners, LLC 0.02% Add +1.2% 343 $22K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.9% 330 $21K
Intelligent Financial Strategies 0.01% Reduce -24.8% 328 $21K
Tower View Wealth Management LLC 0.01% No change 320 $20K
ORG Partners LLC 0.04% Reduce -97.8% 310 $20K
Fortitude Family Office, LLC 0.01% Add +188.7% 306 $20K
McIlrath & Eck, LLC 0.00% No change 304 $19K
Investors Research Corp 0.00% No change 281 $18K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.4% 273 $17K
University of Texas/Texas Am Investment Management Co. 0.00% No change 287 $17K
Beacon Capital Management, LLC 0.00% Add +17.8% 272 $17K
TFO Wealth Partners, LLC 0.00% Reduce -1.5% 256 $16K
Plato Investment Management Ltd 0.00% Add +23.3% 254 $16K
Keener Financial Planning LLC 0.01% New 242 $16K
HighMark Wealth Management LLC 0.01% Add +24.5% 203 $16K
Silicon Valley Capital Partners 0.00% Add +0.8% 247 $16K
Millburn Ridgefield LLC 0.00% Add +14.6% 244 $16K
Catalyst Capital Advisors LLC 0.00% Add +14.6% 244 $16K
Heck Capital Advisors, LLC 0.00% No change 239 $15K
Tidemark, LLC 0.01% New 237 $15K
Proffitt & Goodson Inc. 0.00% No change 225 $14K
PFS Partners, LLC 0.01% Add +0.9% 220 $14K
GHP Investment Advisors, Inc. 0.00% No change 215 $14K
DecisionPoint Financial, LLC 0.01% No change 208 $14K
Wolff Wiese Magana LLC 0.01% Add +82.9% 214 $14K
Bellevue Asset Management, LLC 0.01% Add +1.0% 208 $13K
Voisard Asset Management Group, Inc. 0.01% Add +1.0% 205 $13K
Activest Wealth Management 0.01% Add +0.5% 202 $13K
USCF Advisers LLC 1.21% No change 200 $13K
Trivant Custom Portfolio Group, LLC 0.01% No change 200 $13K
Highline Wealth Partners LLC 0.01% Add +0.5% 197 $13K
Breakwater Investment Management 0.01% — 183 $12K
Red Tortoise LLC 0.01% Reduce -25.5% 158 $10K
Global Wealth Strategies & Associates 0.00% No change 157 $10K
Penserra Capital Management LLC 0.00% Reduce -98.3% 165 $10K
Bear Mountain Capital, Inc. 0.00% Reduce -9.1% 150 $10K
Dixon Mitchell Investment Counsel Inc. 0.00% New 148 $9K
Creative Capital Management Investments LLC 0.00% No change 144 $9K
DHJJ Financial Advisors, Ltd. 0.00% No change 136 $9K
Semmax Financial Advisors Inc. 0.00% Add +0.9% 114 $9K
Financial Freedom, LLC 0.01% Add +0.8% 132 $8K
WFA Asset Management Corp 0.00% New 125 $8K
Iron Horse Wealth Management, LLC 0.00% No change 125 $8K
REAP Financial Group, LLC 0.00% Reduce -6.2% 122 $8K
Byrne Asset Management LLC 0.01% Reduce -27.4% 119 $8K
Morgan Dempsey Capital Management LLC 0.00% No change 116 $7K
Osterweis Capital Management Inc. 0.00% No change 114 $7K
Stone House Investment Management, LLC 0.00% New 108 $7K
PayPay Securities Corp 0.33% Reduce -11.2% 103 $7K
Grayhawk Investment Strategies Inc. 0.01% No change 102 $7K
Delos Wealth Advisors, LLC 0.01% Add +1328.6% 100 $6K
Contravisory Investment Management, Inc. 0.00% No change 88 $6K
Tradewinds Capital Management, LLC 0.00% No change 80 $5K
AlphaMark Advisors, LLC 0.00% No change 84 $5K
Westend Capital Management, LLC 0.00% — 76 $5K
Pflug Koory, LLC 0.00% No change 76 $5K
Clear Investment Research, LLC 0.01% Reduce -83.8% 74 $5K
Laurel Wealth Advisors LLC 0.00% No change 70 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 68 $4K
ClariVest Asset Management LLC 0.00% Add +83.8% 68 $4K
Founders Capital Management 0.00% No change 64 $4K
Christopher J. Hasenberg, Inc 0.00% New 62 $4K
Lummis Asset Management, LP 0.01% No change 61 $4K
Frank, Rimerman Advisors LLC 0.00% No change 48 $3K
Ruedi Wealth Management, Inc. 0.00% No change 47 $3K
JDM Financial Group LLC 0.00% No change 45 $3K
Marquette Asset Management, LLC 0.00% No change 42 $3K
Fairman Group, LLC 0.00% No change 40 $3K
Accordant Advisory Group Inc 0.00% — 35 $2K
WestEnd Advisors, LLC 0.00% Add +10.3% 32 $2K
SJS Investment Consulting Inc. 0.00% Add +11.5% 29 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 26 $2K
AlphaQuest LLC 0.00% New 19 $1K
Cedar Mountain Advisors, LLC 0.00% New 16 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
FWL Investment Management, LLC 0.00% Reduce -61.5% 15 $959
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -95.8% 15 $959
Gold Investment Management Ltd. 0.00% New 13 $831
Cedar Wealth Management, LLC 0.00% Reduce -33.3% 12 $767
NewSquare Capital LLC 0.00% No change 12 $767
Caitlin John, LLC 0.00% Reduce -59.3% 11 $706
FRG Family Wealth Advisors LLC 0.00% New 10 $670
New England Capital Financial Advisors LLC 0.00% Add +100.0% 10 $664
Financial Gravity Asset Management, Inc. 0.00% Reduce -97.5% 5 $307
VitalStone Financial, LLC 0.00% No change 7 $0

"% of holder's portfolio" is NEE's weight in each manager's 13F, not the share of Nextera Energy Inc. the manager owns.