Nextera EnergyNEE

13F holders, Q2 2024 (June 30)
2,545holders +79
193new positions
118sold out
9famous investors
$70.84avg. 13F price*

At the end of Q2 2024, 2,545 institutions reported holding Nextera Energy Inc. (NEE) in their 13F filings, up 79 from Q1 2024. 193 opened new positions and 118 sold out. The largest holders were Vanguard Group Inc. ($14.2B), BlackRock Inc. ($10.6B) and State Street Corp. ($7.5B). 9 famous investors held it, including Philippe Laffont (0.3% of Coatue Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions193$328.1M
Exits118$931.3M

All 13F filers, Q1 2024 → Q2 2024: 117,792,812 shares bought and 79,987,295 shares sold, net +37,805,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,545 holders

Vanguard Group Inc. 0.27% Add +1.0% 200,913,462 $14.2B
BlackRock Inc. 0.24% Add +0.1% 150,307,672 $10.6B
State Street Corp. 0.33% Add +1.3% 106,509,746 $7.5B
JPMorgan Chase & Co. 0.52% Add +11.4% 84,352,029 $6.0B
Morgan Stanley 0.33% Add +5.7% 59,916,438 $4.2B
Norges Bank 0.52% Add +5.5% 48,858,767 $3.5B
Geode Capital Management, LLC 0.26% Add +2.3% 41,598,044 $2.9B
Franklin Resources Inc. 0.76% Add +36.4% 34,637,210 $2.5B
Bank of America Corp. 0.23% Add +4.2% 33,530,407 $2.4B
Wells Fargo & Company 0.58% Add +5.1% 31,650,766 $2.2B
FMR LLC 0.13% Reduce -6.3% 29,225,773 $2.1B
Northern Trust Corp. 0.26% Add +0.8% 21,797,279 $1.5B
Capital Research Global Investors 0.33% Reduce -5.7% 20,904,317 $1.5B
Nuveen Asset Management, LLC 0.42% Reduce -2.1% 20,133,716 $1.4B
T. Rowe Price Associates Inc. 0.17% Reduce -30.5% 19,646,099 $1.4B
Royal Bank of Canada 0.33% Reduce -5.0% 19,514,771 $1.4B
Legal & General Group Plc 0.35% Reduce -2.1% 17,407,473 $1.2B
UBS Group AG 0.37% Add +16.0% 16,781,527 $1.2B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.31% Add +2492.4% 16,677,070 $1.2B
Neuberger Berman Group LLC 0.93% Add +12.2% 15,923,430 $1.1B
Goldman Sachs Group Inc. 0.21% Add +22.4% 15,348,363 $1.1B
Deutsche Bank AG 0.47% Add +9.8% 14,613,760 $1.0B
Bank of New York Mellon Corp 0.19% Reduce -2.7% 14,155,553 $1.0B
Alliancebernstein L.P. 0.34% Add +0.7% 13,904,908 $984.6M
Charles Schwab Investment Management Inc. 0.18% Add +19.5% 13,198,027 $934.6M
GQG Partners LLC 1.34% Add +851.1% 12,492,024 $884.6M
Pictet Asset Management Holding SA 0.99% Reduce -10.6% 12,218,443 $866.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Add +37.5% 11,953,405 $846.4M
Ameriprise Financial Inc. 0.21% Add +1.7% 10,797,097 $765.2M
Nordea Investment Management AB 0.78% Add +32.0% 9,190,646 $661.9M
Bessemer Group Inc. 1.03% Add +8.8% 8,217,902 $581.9M
Massachusetts Financial Services Co. 0.18% Add +9.2% 8,178,185 $579.1M
CIBC Private Wealth Group LLC 1.03% Reduce -7.4% 7,622,993 $549.7M
Wellington Management Group LLP 0.09% Reduce -16.7% 6,730,181 $476.6M
PNC Financial Services Group, Inc. 0.32% Reduce -0.2% 6,724,811 $476.2M
California Public Employees Retirement System 0.34% Reduce -23.4% 6,533,791 $462.7M
Amundi 0.18% Reduce -35.5% 6,425,631 $459.8M
Mitsubishi UFJ Trust & Banking Corp 1.09% Reduce -13.9% 6,460,734 $457.5M
Clearbridge Investments, LLC 0.37% Reduce -10.8% 6,384,793 $452.1M
Cohen & Steers, Inc. 0.92% Add +16.2% 6,195,844 $438.7M
Principal Financial Group Inc. 0.26% Add +7.2% 6,100,348 $432.0M
Swiss National Bank 0.30% Reduce -1.1% 6,076,800 $430.3M
Bank of Montreal 0.13% Add +14.7% 5,868,364 $430.2M
Jennison Associates LLC 0.27% Add +6.3% 6,053,560 $428.7M
Invesco Ltd. 0.09% Reduce -5.9% 6,028,954 $426.9M
Bahl & Gaynor LLC 2.37% Add +6.9% 5,981,760 $423.6M
Raymond James & Associates 0.28% Add +57.0% 5,957,220 $421.8M
Envestnet Asset Management Inc. 0.14% Add +16.2% 5,783,883 $409.6M
1832 Asset Management L.P. 0.71% Reduce -2.3% 5,568,302 $394.3M
Ensign Peak Advisors, Inc 0.66% Add +18.8% 5,121,080 $362.6M
FIL Ltd 0.35% Add +250.7% 4,959,320 $351.2M
Sumitomo Mitsui Trust Group, Inc. 0.25% Reduce -7.3% 4,818,001 $341.2M
C WorldWide Group Holding A/S 3.62% Reduce -2.5% 4,724,426 $334.5M
M&G PLC 2.26% Reduce -2.1% 4,635,041 $329.1M
Ninety One UK Ltd 0.91% Reduce -7.8% 4,631,041 $327.9M
ClearBridge Investments Ltd 9.51% Add +0.4% 4,598,725 $325.6M
Dimensional Fund Advisors LP 0.08% Add +11.3% 4,371,154 $309.6M
Barclays PLC 0.14% Reduce -22.2% 4,299,225 $304.4M
Capital International Investors 0.06% Reduce -17.4% 4,133,508 $292.7M
TD Asset Management Inc 0.27% Add +23.9% 4,058,351 $287.4M
Schroder Investment Management Group 0.31% Add +8.9% 3,992,140 $282.7M
BNP Paribas Financial Markets 0.31% Add +43.4% 3,982,093 $282.0M
Rhumbline Advisers 0.26% Reduce -2.6% 3,932,303 $278.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.84% Add +0.2% 3,929,679 $278.3M
Macquarie Group Ltd. 0.31% Reduce -0.9% 3,857,114 $273.1M
Mirova US LLC 3.38% Add +1.8% 3,829,237 $271.1M
Russell Investments Group, Ltd. 0.41% Add +16.6% 3,602,271 $255.1M
National Pension Service 0.28% Add +0.6% 3,468,770 $245.6M
Canada Pension Plan Investment Board 0.24% Reduce -14.6% 3,447,025 $244.1M
California State Teachers Retirement System 0.28% Add +0.7% 3,258,813 $230.8M
Voya Investment Management LLC 0.24% Reduce -57.7% 2,985,786 $211.3M
Stifel Financial Corp. 0.24% Reduce -2.1% 2,980,252 $211.0M
ProShare Advisors LLC 0.56% Reduce -8.8% 2,967,456 $210.1M
US Bancorp \de 0.29% Add +2.6% 2,959,894 $209.6M
HSBC Holdings PLC 0.13% Reduce -20.5% 2,919,957 $206.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.25% Add +10.2% 2,911,092 $206.1M
LPL Financial LLC 0.10% Add +6.0% 2,822,727 $199.9M
State of Michigan Retirement System 1.02% Add +0.0% 2,812,698 $199.2M
Cullen Capital Management, LLC 2.27% Reduce -3.0% 2,780,966 $196.9M
Commonwealth Equity Services, LLC 0.31% Reduce -8.5% 2,761,130 $195.5M
Aberdeen Group plc 0.37% Add +2.7% 2,718,746 $192.5M
New York State Common Retirement Fund 0.24% Reduce -2.4% 2,568,320 $181.9M
Mariner, LLC 0.34% Reduce -6.0% 2,509,587 $177.7M
Raymond James Financial Services Advisors, Inc. 0.25% Add +43.8% 2,507,730 $177.6M
Korea Investment CORP 0.45% Add +28.6% 2,500,115 $177.0M
Duff & Phelps Investment Management Co. 2.13% Reduce -6.3% 2,356,530 $166.9M
Gabelli Funds LLC 1.27% Reduce -1.7% 2,337,023 $165.5M
Citigroup Inc. 0.16% Add +11.8% 2,323,462 $164.5M
Corient Private Wealth LP 0.29% Reduce -5.8% 2,319,837 $164.3M
APG Asset Management N.V. 0.29% Add +7.6% 2,463,445 $162.8M
Nomura Asset Management Co. Ltd. 0.55% Reduce -9.6% 2,291,521 $162.4M
CANADA LIFE ASSURANCE Co 0.31% Add +7.5% 2,288,736 $162.1M
DekaBank Deutsche Girozentrale 0.29% Add +2.4% 2,167,277 $161.1M
OMERS ADMINISTRATION Corp 1.53% Reduce -6.6% 2,241,805 $158.7M
Panagora Asset Management Inc. 0.80% Add +15.4% 2,238,448 $158.5M
Chevy Chase Trust Holdings, LLC 0.50% Reduce -1.5% 2,202,393 $156.0M
First Manhattan Co. Llc. 0.49% Add +1.1% 2,164,252 $153.3M
HighTower Advisors, LLC 0.23% Add +15.6% 2,129,661 $150.7M
Fifth Third Bancorp 0.57% Add +1.5% 2,109,480 $149.4M
Allspring Global Investments Holdings, LLC 0.24% Reduce -1.0% 2,100,762 $148.8M
Mizuho Markets Americas LLC 4.04% Reduce -2.3% 2,067,138 $146.4M
DAVENPORT & Co LLC 0.91% Reduce -1.2% 2,037,354 $144.3M
State Board of Administration of Florida Retirement System 0.28% Reduce -6.9% 2,036,987 $144.2M
Manufacturers Life Insurance Company, The 0.13% Add +26.9% 2,028,730 $143.7M
Brookfield Corp 0.90% Add +6.3% 2,018,287 $142.9M
Employees Provident Fund Board 2.27% No change 2,000,000 $141.6M
American Century Companies Inc. 0.08% Add +2.9% 1,943,363 $137.6M
New York State Teachers Retirement System 0.29% Reduce -4.2% 1,930,499 $136.7M
Capital World Investors 0.02% No change 1,892,541 $134.0M
Railway Pension Investments Ltd 1.59% Reduce -17.1% 1,875,332 $132.8M
Rockefeller Capital Management L.P. 0.37% Add +5.6% 1,855,303 $131.4M
Danica Pension, Livsforsikringsaktieselskab 2.68% Reduce -26.6% 1,849,767 $131.0M
Danske Bank A/S 0.47% Reduce -5.1% 1,818,121 $128.7M
Eagle Asset Management Inc. 0.69% Add +24.0% 1,834,340 $128.2M
Empower Advisory Group, LLC 0.46% Add +2.7% 1,749,675 $123.9M
AXA S.A. 0.35% Add +7.9% 1,673,432 $118.5M
Menora Mivtachim Holdings LTD. 0.80% Reduce -20.6% 1,668,416 $118.1M
Lord, Abbett & Co. LLC 0.39% Add +9.4% 1,648,133 $116.7M
Regions Financial Corp. 0.88% Reduce -1.7% 1,631,183 $115.5M
Keybank National Association 0.46% Reduce -1.8% 1,598,957 $113.2M
Aviva PLC 0.32% Add +14.4% 1,586,402 $112.3M
Haverford Trust Co 1.15% Add +24.8% 1,537,712 $108.9M
Janney Montgomery Scott LLC 0.33% Reduce -2.7% 1,531,164 $108.4M
Adage Capital Partners Gp, L.L.C. 0.20% Reduce -29.7% 1,520,713 $107.7M
LGT Group Foundation 1.69% Add +962.8% 1,514,482 $107.2M
Clark Capital Management Group, Inc. 0.79% Add +1.9% 1,510,925 $107.0M
Jane Street Group, LLC 0.12% Add +151.7% 1,496,455 $106.0M
STRS Ohio 0.41% Add +15.0% 1,475,142 $104.5M
Prudential Financial Inc. 0.16% Reduce -39.3% 1,462,501 $103.6M
Tocqueville Asset Management L.P. 1.64% Reduce -6.5% 1,398,916 $99.1M
NFJ Investment Group, LLC 2.98% Reduce -11.5% 1,372,710 $97.2M
Tandem Investment Advisors, Inc. 3.79% Add +0.5% 1,345,676 $95.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% Reduce -9.6% 1,340,173 $94.9M
Epoch Investment Partners, Inc. 0.42% Reduce -0.3% 1,286,563 $91.1M
CCLA Investment Management 1.40% Add +1.2% 1,238,177 $90.9M
Truist Financial Corp. 0.14% Reduce -2.1% 1,270,868 $90.0M
Tortoise Capital Advisors, L.L.C. 1.18% Reduce -22.5% 1,264,440 $89.5M
Border to Coast Pensions Partnership Ltd 1.99% Reduce -2.8% 1,189,807 $84.3M
Reaves W H & Co. Inc. 2.82% Add +15.9% 1,177,323 $83.4M
Huntington National Bank 0.85% Reduce -11.0% 1,169,590 $82.8M
Allianz Asset Management GmbH 0.13% Reduce -1.8% 1,167,053 $82.6M
EP Wealth Advisors, LLC 0.87% Reduce -4.0% 1,161,258 $82.2M
Shaolin Capital Management LLC 31.47% Add +42.1% 1,159,798 $82.1M
State of Wisconsin Investment Board 0.22% Reduce -0.7% 1,147,331 $81.2M
CBRE Investment Management Listed Real Assets LLC 1.45% Reduce -43.3% 1,114,560 $78.9M
Westwood Holdings Group Inc. 0.65% Reduce -11.5% 1,110,371 $78.6M
Agf Management Ltd. 0.42% Reduce -23.9% 1,068,509 $75.7M
Coatue Management 0.29% Add +36.1% 1,066,083 $75.5M
Cerity Partners LLC 0.20% Reduce -7.6% 1,053,911 $74.6M
M&T Bank Corp 0.25% Reduce -1.8% 1,049,602 $74.3M
Bartlett & Co. Wealth Management LLC 1.12% Add +7.5% 1,046,148 $74.1M
Wealth Enhancement Advisory Services, LLC 0.18% Add +4.1% 1,041,777 $73.8M
Glenmede Trust Co. NA 0.37% Add +2.9% 1,041,516 $73.7M
DNB Asset Management AS 0.35% Add +6.0% 1,040,253 $73.7M
Senator Investment Group LP 3.52% Add +5094.5% 1,019,629 $72.2M
CI Investments Inc. 0.28% Add +21.6% 1,006,216 $71.3M
Victory Capital Management Inc. 0.07% Reduce -5.4% 988,652 $70.0M
Kayne Anderson Capital Advisors LP 1.89% Add +10.8% 986,909 $69.9M
Comerica Bank 0.29% Reduce -0.8% 980,835 $69.5M
Asset Management One Co., Ltd. 0.27% Reduce -0.5% 979,480 $69.4M
Caisse de depot et placement du Quebec 0.17% Reduce -20.5% 966,207 $68.4M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -22.9% 965,466 $68.4M
Vontobel Holding Ltd. 0.22% Add +7.2% 959,516 $67.9M
Sei Investments Co. 0.10% Reduce -20.4% 951,154 $67.4M
Mirae Asset Global Investments Co., Ltd. 0.33% Reduce -17.8% 911,685 $65.9M
Public Employees Retirement System of Ohio 0.26% Reduce -4.3% 931,014 $65.9M
Treasurer of the State of North Carolina 0.27% Reduce -2.4% 895,334 $63.4M
Meitav Investment House Ltd. 1.12% Add +20.2% 891,000 $63.1M
Electron Capital Partners, LLC 3.16% New 868,058 $61.5M
Mackenzie Financial Corp. 0.09% Add +62.0% 866,995 $61.4M
Baird Financial Group, Inc. 0.12% Reduce -0.8% 850,465 $60.2M
State of Tennessee, Department of Treasury 0.22% Add +3.2% 848,351 $60.1M
UniSuper Management Pty Ltd 0.49% Reduce -3.1% 832,580 $59.0M
Commerce Bank 0.38% Add +2.9% 831,999 $58.9M
Natixis Advisors, LLC 0.13% Add +12.5% 825,072 $58.4M
Creative Planning 0.06% Add +7.0% 811,472 $57.5M
Mn Services Vermogensbeheer B.V. 0.41% Reduce -2.2% 810,928 $57.4M
AEGON ASSET MANAGEMENT UK Plc 0.81% Reduce -49.0% 807,563 $57.4M
Welch Group, LLC 2.75% Add +1.8% 808,100 $57.2M
National Bank of Canada 0.09% Add +14.3% 816,536 $57.1M
Madison Asset Management, LLC 0.67% Reduce -20.5% 767,707 $54.4M
State of New Jersey Common Pension Fund D 0.23% Reduce -35.3% 756,102 $53.5M
Susquehanna International Group, LLP 0.09% Reduce -1.7% 752,860 $53.3M
Blackstone Inc. 0.24% Reduce -0.5% 752,267 $53.3M
Rwa Wealth Partners, LLC 0.70% Reduce -5.1% 746,757 $52.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +2.3% 743,249 $52.6M
Davis R M Inc. 1.07% Reduce -1.7% 742,992 $52.6M
Fort Washington Investment Advisors Inc. 0.34% Add +1.2% 738,296 $52.3M
Federated Hermes, Inc. 0.12% Add +13.2% 738,277 $52.3M
Van Eck Associates Corp. 0.07% Reduce -0.2% 734,990 $52.0M
First Financial Bankshares Inc 1.18% Reduce -0.3% 728,146 $51.6M
Royal London Asset Management Ltd. 0.13% Add +24.4% 715,231 $50.6M
Signature Estate & Investment Advisors LLC 1.25% Add +167.9% 706,032 $50.0M
Toronto Dominion Bank 0.08% Reduce -3.1% 693,595 $49.1M
Vaughan David Investments LLC 1.23% Add +0.8% 686,418 $48.6M
IFM Investors Pty Ltd 0.49% Add +0.8% 682,298 $48.3M
Great Lakes Advisors, LLC 0.43% Reduce -1.9% 680,507 $48.2M
Donaldson Capital Management, LLC 2.02% Reduce -1.1% 678,557 $48.0M
Vest Financial, LLC 1.14% Add +4.1% 673,809 $47.7M
Osaic Holdings, Inc. 0.11% Reduce -2.0% 669,367 $47.4M
Candriam S.C.A. 0.29% Reduce -2.6% 666,673 $47.2M
Millennium Management 0.04% Reduce -52.0% 663,542 $47.0M
Edmond DE Rothschild Holding S.A. 0.80% Reduce -20.4% 656,791 $46.5M
Resona Asset Management Co.,Ltd. 0.28% Reduce -3.9% 641,409 $45.7M
UMB Bank, n.a. 0.75% Reduce -3.2% 644,039 $45.6M
Aureus Asset Management, LLC 3.12% Add +0.5% 629,762 $44.6M
Argent Capital Management LLC 1.30% Reduce -1.3% 627,033 $44.4M
D.A. Davidson & Co. 0.39% Add +5.5% 614,856 $43.5M
Compagnie Lombard Odier SCmA 0.73% Reduce -28.5% 608,809 $43.1M
Quilter Plc 0.97% Reduce -0.8% 607,611 $43.0M
MML Investors Services, LLC 0.17% Add +28.3% 597,602 $42.3M
Arizona State Retirement System 0.28% Add +1.1% 595,011 $42.1M
Alpha Cubed Investments, LLC 2.00% Add +19.1% 592,733 $42.0M
Cetera Investment Advisers 0.09% Add +7.4% 575,209 $40.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Reduce -23.5% 570,277 $40.4M
Stock Yards Bank & Trust Co. 1.31% Reduce -2.0% 558,906 $39.6M
MetLife Investment Management, LLC 0.23% Add +14.1% 548,046 $38.8M
Welch & Forbes LLC 0.52% Add +6.9% 542,109 $38.8M
Guggenheim Capital LLC 0.28% Add +0.8% 541,799 $38.4M
Munro Partners 1.41% Add +1530.0% 536,265 $38.0M
Rathbones Group PLC 0.21% Add +2.5% 535,465 $37.9M
Guinness Asset Management LTD 0.78% Reduce -21.4% 532,019 $37.7M
Van Lanschot Kempen Investment Management N.V. 0.41% Add +18.3% 519,410 $36.8M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -3.1% 516,882 $36.6M
Beach Investment Counsel Inc. 4.48% Reduce -1.0% 513,845 $36.4M
Corebridge Financial, Inc. 0.20% — 509,156 $36.1M
Polaris Capital Management, LLC 1.93% Reduce -2.8% 508,864 $36.0M
USS Investment Management Ltd 0.29% Reduce -0.4% 506,979 $35.9M
AQR Capital Management 0.05% Reduce -46.3% 503,576 $35.7M
Swedbank AB 0.05% Add +53.2% 496,886 $35.2M
Cincinnati Insurance Co. 0.57% No change 491,000 $34.8M
BI Asset Management Fondsmaeglerselskab A/S 0.57% Reduce -9.0% 489,570 $34.7M
Teacher Retirement System of Texas 0.20% Reduce -33.2% 484,036 $34.3M
NS Partners Ltd 1.54% Reduce -0.7% 478,267 $33.9M
Forsta Ap-Fonden 0.30% Reduce -8.1% 472,900 $33.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.35% Reduce -13.3% 469,884 $33.3M
Peapack Gladstone Financial Corp. 0.50% Reduce -3.0% 462,948 $32.8M
Focus Partners Wealth 0.11% Add +4.0% 462,833 $32.8M
Tredje AP-fonden 0.31% Add +15.0% 459,909 $32.6M
Ofi Invest Asset Management 0.86% Add +2.3% 491,781 $32.5M
FUKOKU MUTUAL LIFE INSURANCE Co 2.50% Add +2.2% 457,679 $32.4M
Kestra Advisory Services, LLC 0.18% Add +29.1% 453,801 $32.1M
Retirement Systems of Alabama 0.12% Add +0.1% 453,208 $32.1M
Magellan Asset Management Ltd 0.30% Add +74073.4% 445,782 $31.6M
Cresset Asset Management, LLC 0.13% Add +9.5% 444,615 $31.5M
Windward Capital Management Co. 2.64% Reduce -1.7% 443,596 $31.4M
Cardinal Capital Management, Inc. 1.18% Reduce -0.2% 433,896 $30.7M
Gradient Investments LLC 0.69% Reduce -7.3% 432,084 $30.6M
Cibc World Market Inc. 0.08% Add +40.2% 430,720 $30.5M
Nomura Holdings Inc. 0.20% Add +517.7% 428,433 $30.3M
Aventail Capital Group, LP 2.10% Add +403.3% 422,795 $29.9M
Blair William & Co. 0.09% Add +35.8% 420,626 $29.8M
Sanctuary Advisors, LLC 0.22% — 451,205 $29.8M
Johnson Investment Counsel Inc. 0.31% Reduce -0.9% 420,259 $29.8M
Daiwa Securities Group Inc. 0.16% Reduce -4.4% 419,809 $29.7M
CIBC Asset Management Inc 0.11% Reduce -6.6% 417,607 $29.6M
Amalgamated Bank 0.25% Reduce -1.2% 415,099 $29.4M
Cibc World Markets Corp. 0.19% Add +16.6% 414,710 $29.4M
Northeast Investment Management 1.38% Add +0.2% 412,935 $29.2M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +1.7% 411,963 $29.2M
Swiss Life Asset Management Ltd 0.34% Add +19.1% 405,262 $28.7M
Carnegie Investment Counsel 0.89% Add +3.6% 401,799 $28.5M
Fullerton Fund Management Co Ltd. 1.28% New 401,289 $28.4M
SpiderRock Advisors, LLC 0.73% Reduce -2.1% 393,816 $27.9M
Envestnet Portfolio Solutions, Inc. 0.10% Add +22.2% 391,606 $27.7M
Czech National Bank 0.32% Add +8.4% 391,510 $27.7M
Yousif Capital Management, LLC 0.31% Reduce -1.5% 390,575 $27.7M
Flputnam Investment Management Co. 0.51% Reduce -9.0% 386,067 $27.3M
Fulton Breakefield Broenniman LLC 2.00% Reduce -0.1% 382,091 $27.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.31% Reduce -1.9% 374,328 $26.5M
Ninety One North America, Inc. 1.33% Add +97.4% 371,630 $26.3M
KCM Investment Advisors LLC 0.94% Reduce -0.5% 368,287 $26.1M
Parallax Volatility Advisers, L.P. 0.76% Add +300.4% 367,908 $26.1M
Groupama Asset Managment 0.36% Reduce -6.2% 367,566 $26.0M
Payden & Rygel Investment Group 2.08% Add +58.3% 363,600 $25.7M
Payden & Rygel 2.08% Add +58.3% 363,600 $25.7M
Calamos Advisors LLC 0.18% Reduce -2.9% 363,200 $25.7M
Meiji Yasuda Asset Management Co Ltd. 1.04% Reduce -2.4% 362,920 $25.7M
Sabal Trust CO 1.51% Reduce -1.9% 359,232 $25.4M
Trust Co. of Vermont 1.37% Add +5.8% 355,001 $25.1M
Adams Diversified Equity Fund, Inc. 0.85% Add +22.3% 352,700 $25.0M
Badgley Phelps Wealth Managers, LLC 0.62% Add +28.5% 352,064 $24.9M
Lombard Odier Asset Management (Europe) Ltd 1.69% Reduce -4.6% 348,797 $24.7M
Public Sector Pension Investment Board 0.16% Reduce -9.8% 348,440 $24.7M
William Blair Investment Management, LLC 0.06% Add +1925.1% 347,876 $24.6M
Park National Corp. 0.90% Reduce -3.6% 343,554 $24.3M
WASHINGTON TRUST Co 0.89% Reduce -1.5% 342,917 $24.3M
TCTC Holdings, LLC 0.83% Add +0.5% 341,512 $24.2M
Northwest & Ethical Investments L.P. 0.69% Reduce -8.3% 341,241 $24.2M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.27% — 339,634 $24.0M
Utah Retirement Systems 0.28% Reduce -4.9% 338,762 $24.0M
Baillie Gifford & Co. 0.02% Reduce -37.9% 337,235 $23.9M
Rockland Trust Co. 1.25% Reduce -3.0% 336,172 $23.8M
Baldwin Wealth Partners LLC 1.85% Reduce -3.4% 335,832 $23.8M
Deprince Race & Zollo Inc. 0.53% Reduce -1.2% 335,106 $23.7M
Rheos Capital Works Inc. 1.24% No change 335,000 $23.7M
FourThought Financial Partners, LLC 3.03% Reduce -0.4% 332,290 $23.5M
Handelsbanken Fonder AB 0.10% Add +36.2% 332,117 $23.5M
Columbus Hill Capital Management, L.P. 5.06% Add +29.3% 331,145 $23.4M
Nisa Investment Advisors, LLC 0.15% Reduce -0.7% 330,188 $23.4M
Zimmer Partners, LP 0.45% Reduce -87.9% 330,000 $23.4M
Eagle Global Advisors LLC 1.23% Add +13.4% 329,713 $23.3M
Cwm, LLC 0.11% Reduce -2.6% 324,209 $23.0M
Varma Mutual Pension Insurance Co 0.18% Reduce -21.1% 316,993 $22.4M
Advisors Capital Management, LLC 0.39% Add +0.5% 316,815 $22.4M
Walleye Trading LLC 0.44% Add +75.2% 315,065 $22.3M
New York Life Investment Management LLC 0.22% Reduce -0.1% 314,686 $22.3M
SVB Wealth LLC 0.55% Reduce -3.8% 313,244 $22.2M
Erste Asset Management GmbH 0.29% Add +57.4% 306,480 $22.0M
Sequoia Financial Advisors, LLC 0.27% Reduce -4.8% 311,014 $22.0M
Janus Henderson Group PLC 0.01% Reduce -0.7% 309,643 $21.9M
SG Americas Securities, LLC 0.14% Add +16.9% 306,983 $21.7M
Allworth Financial LP 0.14% Add +449.1% 298,476 $21.5M
Oppenheimer Asset Management Inc. 0.27% Add +9.4% 303,407 $21.5M
Aristotle Atlantic Partners, LLC 0.69% Reduce -12.8% 301,842 $21.4M
Captrust Financial Advisors 0.07% Add +4.3% 296,880 $21.0M
Howard Capital Management Group, LLC 1.53% Add +4.1% 293,806 $20.8M
Steward Partners Investment Advisory, LLC 0.22% Add +14.0% 293,595 $20.8M
PGGM Investments 0.30% Reduce -52.8% 291,931 $20.7M
Fiduciary Trust Co 0.31% Add +0.7% 291,518 $20.6M
Boston Family Office LLC 1.47% Add +4.8% 288,921 $20.5M
Ilmarinen Mutual Pension Insurance Co 0.24% No change 287,856 $20.4M
First Trust Advisors LP 0.02% Reduce -72.5% 287,249 $20.3M
Public Employees Retirement Association of Colorado 0.08% Reduce -2.6% 285,112 $20.2M
Meyer Handelman Co. 0.70% Reduce -9.6% 282,670 $20.0M
GAMCO Investors 0.22% Reduce -14.2% 282,440 $20.0M
Advisors Asset Management, Inc. 0.39% Reduce -11.6% 282,109 $20.0M
Braun Stacey Associates Inc. 0.77% Reduce -0.6% 282,047 $20.0M
Quantinno Capital Management LP 0.36% Reduce -15.4% 281,027 $19.9M
Mutual of America Capital Management LLC 0.22% Reduce -3.9% 280,994 $19.9M
Smith Salley Wealth Management 1.43% Add +4.0% 280,992 $19.9M
Xponance LLC 0.20% Reduce -0.5% 277,867 $19.7M
Taurus Asset Management, LLC 1.98% Reduce -0.8% 275,840 $19.5M
Walleye Capital LLC 0.22% Add +83.9% 273,876 $19.4M
Pathstone Holdings, LLC 0.09% Add +18.3% 273,619 $19.4M
Tower Research Capital LLC (TRC) 0.32% Add +303.4% 268,897 $19.0M
Credit Agricole S A 0.12% Add +107.3% 268,172 $19.0M
Viking Fund Management LLC 3.40% Reduce -4.3% 268,000 $19.0M
Bath Savings Trust Co 2.01% Add +0.7% 266,581 $18.9M
Eastern Bank 0.76% Add +257.6% 266,256 $18.9M
Florida Trust Wealth Management Co 0.64% Reduce -3.3% 265,243 $18.8M
NewEdge Advisors, LLC 0.14% Add +7.1% 263,919 $18.7M
AQR Arbitrage LLC 0.85% New 262,264 $18.6M
Pinnacle Associates Ltd. 0.29% Add +11.8% 262,147 $18.6M
Energy Income Partners, LLC 0.41% Add +147.6% 260,071 $18.4M
Inherent Group, LP 16.83% No change 260,000 $18.4M
Wesbanco Bank Inc. 0.68% Add +12.3% 257,738 $18.3M
Dana Investment Advisors, Inc. 0.61% Reduce -3.4% 256,204 $18.1M
Oppenheimer & Co. Inc. 0.29% Add +4.7% 254,684 $18.0M
Jones Financial Companies LLLP 0.02% Add +84.6% 254,252 $18.0M
Mediolanum International Funds Ltd 0.29% Add +1.2% 260,259 $17.9M
MassMutual Private Wealth & Trust, FSB 0.53% Add +13.2% 247,464 $17.5M
Nissay Asset Management Corp. /Japan 0.12% Add +2.6% 247,336 $17.5M
Wendell David Associates Inc. 1.78% Add +3.0% 247,321 $17.5M
Zacks Investment Management 0.20% Add +8.7% 247,081 $17.5M
Wealthfront Advisers LLC 0.06% Add +68.7% 243,313 $17.2M
FineMark National Bank & Trust 0.63% Add +0.6% 242,952 $17.2M
Dearborn Partners LLC 0.74% Reduce -0.4% 241,560 $17.1M
First National Trust Co 0.70% Add +1.3% 240,908 $17.1M
Girard Partners LTD. 1.61% Reduce -1.8% 240,629 $17.0M
Edgar Lomax Co. 1.10% Reduce -1.6% 240,260 $17.0M
Federation des caisses Desjardins du Quebec 0.09% Reduce -7.7% 239,119 $16.9M
Storebrand Asset Management As 0.06% Add +3.8% 239,023 $16.9M
Verition Fund Management LLC 0.14% Reduce -68.0% 235,733 $16.7M
Daiichi Life Insurance Co., Ltd. 0.41% Reduce -2.4% 235,354 $16.7M
Ausbil Investment Management Ltd 7.68% Reduce -20.6% 235,028 $16.6M
Mercer Global Advisors Inc. 0.05% Add +3.1% 260,770 $16.6M
Penobscot Investment Management Company, Inc. 1.60% Add +13.9% 234,390 $16.6M
Raymond James Trust N.A. 0.38% Add +8.5% 230,648 $16.3M
Resources Management Corp. /CT/ 2.38% Reduce -1.4% 230,568 $16.3M
Matrix Asset Advisors Inc. 1.95% Reduce -0.7% 230,488 $16.3M
Benjamin F. Edwards & Company, Inc. 0.29% Add +4.3% 229,844 $16.3M
Vantage Wealth 3.71% Reduce -0.4% 227,500 $16.1M
Steigerwald, Gordon & Koch Inc. 1.95% Add +22.8% 227,009 $16.1M
CW Advisors, LLC 0.26% Add +26.8% 226,639 $16.0M
Private Advisor Group, LLC 0.11% Add +7.4% 223,982 $15.9M
Brown Advisory Inc. 0.02% Reduce -0.3% 223,688 $15.8M
State of Alaska, Department of Revenue 0.18% Add +0.3% 223,391 $15.8M
Callahan Advisors, LLC 1.64% Add +2.5% 223,207 $15.8M
Rafferty Asset Management, LLC 0.06% Reduce -5.6% 222,905 $15.8M
TD Waterhouse Canada Inc. 0.14% Add +142.8% 222,175 $15.5M
Crawford Investment Counsel Inc. 0.30% Add +9.7% 218,982 $15.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.38% No change 216,007 $15.3M
O'shaughnessy Asset Management, LLC 0.16% Add +45.7% 215,041 $15.2M
Forbes J M & Co. LLP 1.55% Add +1.3% 213,844 $15.1M
Robeco Institutional Asset Management B.V. 0.03% Add +57.4% 211,537 $15.0M
Bank of Nova Scotia 0.03% Reduce -48.8% 211,530 $15.0M
Stephens Inc. 0.23% Add +1.8% 211,399 $15.0M
Copeland Capital Management, LLC 0.28% Add +3.3% 211,114 $14.9M
Intact Investment Management Inc. 0.55% Add +33.4% 208,950 $14.8M
Los Angeles Capital Management LLC 0.05% Reduce -30.8% 208,852 $14.8M
Glenview Trust Co 0.30% Add +8.2% 208,160 $14.7M
Kestra Private Wealth Services, LLC 0.29% Add +2.9% 207,261 $14.7M
Middleton & Co. Inc. 1.69% Reduce -0.7% 204,965 $14.5M
LBP Am SA 0.59% Add +2.8% 204,189 $14.5M
CENTRAL TRUST Co 0.35% Reduce -2.0% 204,073 $14.5M
Scotia Capital Inc. 0.08% Add +24.3% 202,903 $14.4M
Argent Trust Co 0.63% Reduce -0.2% 202,092 $14.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 201,511 $14.3M
Summit Partners Public Asset Management, LLC 0.65% Reduce -81.1% 200,000 $14.2M
First American Trust, FSB 1.41% Add +37.8% 199,111 $14.1M
Caldwell Trust Co 1.55% Add +1.6% 198,295 $14.0M
Covalis Capital LLP 1.90% Reduce -89.7% 197,510 $14.0M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -11.0% 179,338 $13.9M
Lazard Asset Management LLC 0.02% Reduce -37.7% 196,664 $13.9M
Citizens Financial Group Inc. 0.31% Add +2.0% 195,152 $13.8M
Associated Banc-Corp 0.43% Add +1.2% 194,600 $13.8M
Neville Rodie & Shaw Inc. 1.04% Reduce -6.2% 192,791 $13.7M
Mark Sheptoff Financial Planning, LLC 7.63% Reduce -1.3% 192,758 $13.6M
Bradley Foster & Sargent Inc. 0.25% Reduce -10.6% 192,276 $13.6M
Vanguard Personalized Indexing Management, LLC 0.26% Add +18.5% 193,651 $13.6M
Alps Advisors Inc. 0.09% No change 191,517 $13.6M
First National Bank of Omaha 0.89% Add +3.0% 190,758 $13.5M
Liontrust Investment Partners LLP 0.19% New 190,000 $13.5M
Waratah Capital Advisors Ltd. 0.82% Add +145.9% 189,731 $13.4M
Patten & Patten Inc. 0.94% Reduce -1.3% 189,715 $13.4M
Bourgeon Capital Management LLC 2.62% Add +0.8% 188,901 $13.4M
Alley Investment Management Company, LLC 1.82% Add +17.4% 188,428 $13.3M
B. Riley Wealth Advisors, Inc. 0.34% Reduce -8.6% 188,244 $13.3M
BLB&B Advisors, LLC 0.73% Reduce -3.8% 188,215 $13.3M
Pinebridge Investments, L.P. 0.11% Add +36.5% 187,461 $13.3M
Snowden Capital Advisors LLC 0.40% Add +1.2% 186,918 $13.2M
Hoylecohen, LLC 1.00% Add +0.4% 186,559 $13.2M
Congress Asset Management Co. 0.09% Reduce -5.9% 186,145 $13.2M
Hamilton Capital Partners Inc. 1.41% Add +2.5% 186,032 $13.2M
Elo Mutual Pension Insurance Co 0.31% Reduce -0.9% 185,845 $13.2M
MAI Capital Management 0.13% Add +0.0% 185,542 $13.1M
Nishkama Capital, LLC 1.95% New 184,241 $13.0M
Moors & Cabot, Inc. 0.69% Reduce -0.8% 182,567 $12.9M
Allianz SE 0.38% Add +7.6% 182,490 $12.9M
Verity & Verity, LLC 1.41% Add +0.7% 182,486 $12.9M
Fred Alger Management, LLC 0.06% Add +267.1% 179,801 $12.7M
Camden National Bank 1.95% Add +15.5% 178,527 $12.6M
QRG Capital Management, Inc. 0.15% Add +9.4% 177,406 $12.6M
Trillium Asset Management, LLC 0.32% Add +256.2% 176,945 $12.5M
JGP Wealth Management, LLC 1.78% Reduce -0.7% 176,449 $12.5M
Oregon Public Employees Retirement Fund 0.25% Add +0.6% 176,414 $12.5M
Sit Investment Associates Inc. 0.28% Add +169.6% 173,989 $12.3M
Beck Bode, LLC 2.44% Reduce -6.1% 171,488 $12.1M
Gulf International Bank (UK) Ltd 0.30% Reduce -3.0% 169,136 $12.0M
Heritage Investors Management Corp. 0.41% Reduce -1.1% 167,777 $11.9M
Vantage Investment Partners, LLC 1.07% Reduce -19.8% 166,820 $11.8M
Sandy Spring Bank 0.52% Reduce -0.7% 166,098 $11.8M
Dupont Capital Management Corp. 1.02% Add +9.1% 165,818 $11.7M
NorthCoast Asset Management LLC 0.10% Add +222.1% 164,882 $11.7M
Metis Global Partners, LLC 0.40% Add +3.8% 163,444 $11.6M
B. Metzler seel. Sohn & Co. AG 0.11% Add +1.2% 162,802 $11.5M
S.E.E.D. Planning Group LLC 4.17% Reduce -7.0% 162,022 $11.5M
Teachers Retirement System of the State of Kentucky 0.10% Reduce -2.8% 161,297 $11.4M
Freestone Capital Holdings, LLC 0.41% Reduce -0.5% 160,353 $11.4M
Maryland State Retirement & Pension System 0.21% Reduce -0.6% 160,285 $11.3M
Cramer Rosenthal McGlynn LLC 0.66% Add +4.2% 159,626 $11.3M
Dividend Assets Capital, LLC 2.30% Add +5.9% 159,163 $11.3M
SouthState Bank Corp 0.82% Add +12.7% 158,854 $11.2M
Mizuho Securities USA LLC 0.25% New 158,416 $11.2M
St Germain D J Co. Inc. 0.54% Add +3.7% 158,224 $11.2M
HB Wealth Management, LLC 0.13% Add +16.4% 158,155 $11.2M
SFE Investment Counsel 2.47% Reduce -1.9% 157,484 $11.2M
Spirepoint Private Client, LLC 1.58% Add +2.2% 156,973 $11.1M
Douglass Winthrop Advisors, LLC 0.22% Reduce -0.2% 155,437 $11.0M
Country Club Bank 0.76% Reduce -5.6% 148,784 $11.0M
Kentucky Retirement Systems 0.32% Reduce -0.6% 154,822 $11.0M
Atria Investments, Inc 0.14% Add +20.2% 154,365 $10.9M
Kingsview Wealth Management, LLC 0.26% Add +7.2% 154,223 $10.9M
Dnca Finance 0.96% — 154,000 $10.9M
Noesis Capital Mangement Corp. 2.41% Reduce -0.3% 153,746 $10.9M
Advisory Services Network, LLC 0.23% Add +8.2% 153,678 $10.9M
Lido Advisors, LLC 0.09% Add +3.5% 153,178 $10.8M
Blue Chip Partners, LLC 1.00% Add +18.8% 152,962 $10.8M
Klingenstein Fields & Co. LP 0.45% Add +1063.1% 152,434 $10.8M
D. E. Shaw & Co. 0.02% Reduce -93.0% 152,095 $10.8M
Beacon Pointe Advisors, LLC 0.13% Reduce -8.9% 150,822 $10.7M
Aptus Capital Advisors, LLC 0.20% Add +26.3% 150,469 $10.7M
Bornite Capital Management LP 1.75% New 150,000 $10.6M
First Fiduciary Investment Counsel, Inc. 2.30% Reduce -0.1% 149,616 $10.6M
Dakota Wealth Management 0.25% Reduce -1.3% 148,526 $10.5M
&partners 0.46% Add +398.6% 148,096 $10.5M
KBC Group NV 0.03% Add +5.5% 147,757 $10.5M
Brasada Capital Management, LP 1.85% Add +3.6% 139,844 $10.4M
Evercore Wealth Management, LLC 0.16% Add +32.4% 147,439 $10.4M
M. Kraus & Co 3.16% Reduce -1.3% 145,420 $10.3M
Motley Fool Wealth Management, LLC 0.52% Add +1.4% 144,779 $10.3M
Cutler Investment Counsel LLC 1.40% Add +0.6% 144,997 $10.3M
Pacer Advisors, Inc. 0.02% Add +5.9% 144,874 $10.3M
MBB Public Markets I LLC 0.21% Add +1206.5% 144,638 $10.2M
Chesley Taft & Associates LLC 0.51% Add +10.1% 144,386 $10.2M
Mattern Capital Management, LLC 1.41% Reduce -1.1% 143,979 $10.2M
Avantax Advisory Services, Inc. 0.07% Add +104.8% 143,950 $10.2M
South Dakota Investment Council 0.21% Add +4.0% 143,646 $10.2M
Synovus Financial Corp. 0.13% Add +19.8% 143,317 $10.1M
Park Avenue Securities LLC 0.12% Add +25.0% 142,880 $10.1M
Assetmark, Inc. 0.03% Add +7.6% 142,555 $10.1M
Narwhal Capital Management 0.95% Add +5.7% 141,647 $10.0M
Prudential PLC 0.07% Reduce -6.3% 140,524 $10.0M
Tudor Investment Corporation 0.11% New 139,883 $9.9M
Great Valley Advisor Group, Inc. 0.28% Add +123.5% 139,172 $9.9M
Wilmington Savings Fund Society, FSB 0.38% Reduce -2.8% 138,566 $9.8M
Venture Visionary Partners LLC 0.46% Add +3.5% 138,461 $9.8M
Camden Asset Management L P 100.00% Reduce -69.2% 138,319 $9.8M
Angelo Gordon & Co., L.P. 3.95% Reduce -17.4% 137,200 $9.7M
Shelton Capital Management 0.27% Add +61.0% 136,955 $9.7M
Bright Rock Capital Management, LLC 2.02% No change 135,000 $9.6M
Woodstock Corp. 0.95% Add +1.5% 132,194 $9.4M
Marshall Wace, LLP 0.01% Add +1337.2% 131,866 $9.3M
Hartford Investment Management Co. 0.32% Reduce -0.7% 131,623 $9.3M
Shikiar Asset Management Inc. 2.73% Reduce -11.4% 131,479 $9.3M
Atria Wealth Solutions, Inc. 0.10% Add +17.8% 130,497 $9.2M
Parallel Advisors, LLC 0.24% Add +4.5% 130,316 $9.2M
J. L. Bainbridge & Co., Inc. 0.91% Add +1.8% 129,119 $9.1M
Texas Yale Capital Corp. 0.44% Reduce -0.7% 129,096 $9.1M
Spinnaker Trust 0.58% Add +1.1% 128,492 $9.1M
Spire Wealth Management 0.32% Reduce -7.6% 128,618 $9.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.93% Add +0.8% 128,001 $9.1M
Independent Advisor Alliance 0.31% Add +12.2% 127,747 $9.0M
Covea Finance 0.41% Reduce -65.0% 126,862 $9.0M
Phoenix Financial Ltd. 0.14% Add +31.0% 126,268 $9.0M
Stablepoint Partners, LLC 1.74% Add +7.5% 120,524 $9.0M
Schmidt P J Investment Management Inc. 1.63% Reduce -7.5% 125,990 $8.9M
Greenleaf Trust 0.08% Add +2.6% 124,797 $8.8M
United Capital Financial Advisors, LLC 0.08% Add +1.1% 124,340 $8.8M
HFR Wealth Management, LLC 2.24% Add +0.9% 124,107 $8.8M
Tiaa Trust, National Association 0.03% Add +2.2% 122,349 $8.7M
Everett Harris & Co. 0.11% Add +1.1% 122,334 $8.7M
Essex Investment Management Co. LLC 1.62% Reduce -9.4% 121,979 $8.6M
Community Trust & Investment Co. 0.59% Reduce -4.0% 121,089 $8.6M
Employees Retirement System of Texas 0.09% New 120,724 $8.5M
Lanark Financial, Inc. 0.77% Add +1.3% 119,843 $8.5M
Orion Porfolio Solutions, LLC 0.09% Add +4.0% 119,690 $8.5M
Orion Portfolio Solutions, LLC 0.09% Add +4.0% 119,690 $8.5M
Parkside Investments, LLC 1.33% Add +1.3% 119,034 $8.4M
McCollum Christoferson Group LLC 2.50% Reduce -3.1% 118,880 $8.4M
Nicholas Company, Inc. 0.14% Reduce -0.1% 118,845 $8.4M
Motco 0.50% Add +0.9% 118,749 $8.4M
Sigma Planning Corp 0.27% Reduce -3.8% 118,676 $8.4M
Visionary Wealth Advisors 0.55% Add +1.3% 118,579 $8.4M
Axxcess Wealth Management, LLC 0.23% Reduce -41.6% 118,382 $8.4M
Thrivent Financial for Lutherans 0.02% Reduce -6.1% 118,169 $8.4M
Securian Asset Management, Inc. 0.24% Reduce -2.2% 118,136 $8.4M
Ninety One SA (Pty) Ltd 1.30% Reduce -2.2% 117,066 $8.4M
Cyrus J. Lawrence, LLC 1.69% Add +0.4% 117,710 $8.3M
Gateway Investment Advisers LLC 0.09% Reduce -21.2% 117,474 $8.3M
Savant Capital, LLC 0.08% Add +6.8% 116,979 $8.3M
Texas Capital Bank Wealth Management Services Inc 0.86% Add +2.9% 116,951 $8.3M
Core Alternative Capital 1.65% Reduce -8.8% 116,658 $8.3M
Louisiana State Employees Retirement System 0.16% Reduce -2.7% 116,200 $8.2M
Amica Mutual Insurance Co. 0.82% No change 116,011 $8.2M
Man Group plc 0.02% Add +275.0% 115,853 $8.2M
BTC Capital Management, Inc. 0.76% Reduce -12.4% 115,552 $8.2M
Beacon Investment Advisory Services, Inc. 0.35% Add +1.7% 115,258 $8.2M
Crossmark Global Holdings, Inc. 0.16% Add +1.4% 115,243 $8.2M
Stonegate Investment Group, LLC 0.23% Reduce -2.8% 114,385 $8.1M
F/m Investments LLC 0.29% New 114,326 $8.1M
Sagefield Capital LP 0.85% Add +149.5% 114,104 $8.1M
Asset Management Advisors, LLC 6.16% Add +0.9% 113,994 $8.1M
Profund Advisors LLC 0.30% Add +48.2% 113,446 $8.0M
Nixon Peabody Trust Co. 0.71% Reduce -37.4% 113,150 $8.0M
Simmons Bank 0.60% Add +0.7% 112,935 $8.0M
Financial Counselors Inc. 0.13% Add +171.7% 112,580 $8.0M
First Foundation Advisors 0.30% Reduce -6.6% 112,168 $7.9M
Crestwood Advisors Group, LLC 0.16% Reduce -24.6% 112,026 $7.9M
Novare Capital Management LLC 0.71% Reduce -4.0% 111,651 $7.9M
Edgemoor Investment Advisors, Inc. 0.74% Reduce -0.3% 110,890 $7.9M
Global Retirement Partners, LLC 0.25% Add +18.1% 110,736 $7.8M
Harbour Trust & Investment Management Co 0.94% Add +8.8% 110,731 $7.8M
Crestline Management, L.P. 0.61% Add +85.0% 110,060 $7.8M
Banque Cantonale Vaudoise 0.31% Add +15.8% 109,309 $7.7M
Nippon Life Global Investors Americas, Inc. 0.34% Add +58.8% 109,140 $7.7M
B & T Capital Management DBA Alpha Capital Management 1.50% Add +0.6% 109,131 $7.7M
Miller Howard Investments Inc. 0.25% Add +14.7% 108,028 $7.6M
Slocum, Gordon & Co LLP 5.69% Reduce -1.3% 107,973 $7.6M
Bar Harbor Wealth Management 0.50% Add +4.4% 106,924 $7.6M
Westfield Capital Management Co. LP 0.04% Add +18.9% 106,850 $7.6M
HUB Investment Partners, LLC 0.36% Add +10.2% 106,757 $7.6M
Avity Investment Management Inc. 0.60% Add +433.9% 105,870 $7.5M
Kingswood Wealth Advisors, LLC 0.67% Add +44.3% 105,757 $7.5M
Atlantic Union Bankshares Corp 0.47% Add +90.3% 105,471 $7.5M
First Citizens Bank & Trust Co. 0.14% Add +16.4% 105,313 $7.5M
Cullen/Frost Bankers, Inc. 0.11% Reduce -2.7% 105,236 $7.5M
Cape Cod Five Cents Savings Bank 0.72% Reduce -4.8% 105,113 $7.4M
Strategic Wealth Partners, Ltd. 0.77% Add +3.2% 104,655 $7.4M
TCW Group Inc. 0.07% Add +10.6% 104,345 $7.4M
Farmers Trust Co. 1.50% Reduce -2.7% 104,171 $7.4M
Linscomb Wealth, Inc. 0.38% Add +18.6% 104,067 $7.4M
New Mexico Educational Retirement Board 0.26% No change 103,332 $7.3M
Bokf, NA 0.13% Reduce -6.1% 103,301 $7.3M
SlateStone Wealth, LLC 0.79% Reduce -25.0% 103,225 $7.3M
Palisade Capital Management, LP 0.22% Add +12.5% 102,922 $7.3M
CSS LLC 1.59% Add +351.5% 102,597 $7.3M
Sumitomo Life Insurance Co. 0.17% Add +12.6% 116,384 $7.3M
Mirae Asset Securities (usa) Inc. 0.47% — 102,115 $7.2M
Cyndeo Wealth Partners, LLC 0.57% Add +8.9% 102,021 $7.2M
UNIVEST FINANCIAL Corp 2.00% Reduce -2.4% 101,869 $7.2M
Boston Financial Mangement LLC 0.23% Add +1.2% 101,788 $7.2M
Cohen Capital Management, Inc. 1.24% No change 101,615 $7.2M
HBK Investments L P 0.20% Add +80.6% 101,322 $7.2M
Hamilton Point Investment Advisors, LLC 1.39% Add +1.6% 101,233 $7.2M
YHB Investment Advisors, Inc. 0.62% Add +1.4% 101,049 $7.2M
Coldstream Capital Management Inc. 0.17% Add +3.6% 100,401 $7.1M
Ameritas Investment Partners, Inc. 0.24% Add +2.1% 100,156 $7.1M
ING Groep NV 0.04% Reduce -6.0% 99,663 $7.1M
Canandaigua National Bank & Trust Co. 0.77% Reduce -5.1% 99,626 $7.1M
Howe & Rusling Inc. 0.64% Add +65.6% 99,054 $7.0M
Level Four Advisory Services, LLC 0.32% Add +297.1% 98,823 $7.0M
Mirabaud Asset Management Ltd 3.20% New 98,169 $7.0M
Cornerstone Advisors, LLC 0.28% Reduce -10.6% 97,800 $6.9M
Haverford Financial Services, Inc. 2.07% Reduce -0.1% 97,593 $6.9M
NBT Bank, N.A. 0.49% Add +31.4% 97,455 $6.9M
Baugh & Associates, LLC 3.57% Reduce -4.2% 91,970 $6.9M
Choreo, LLC 0.12% Add +177.2% 98,096 $6.9M
Carmignac Gestion 0.12% Reduce -10.8% 96,646 $6.8M
TD Private Client Wealth LLC 0.21% Add +14.2% 96,352 $6.8M
First Merchants Corp. 0.27% Add +4.1% 96,268 $6.8M
Orion Investment Co 2.71% — 96,140 $6.8M
Bridge Creek Capital Management LLC 2.18% Add +1.1% 95,539 $6.8M
iA Global Asset Management Inc. 0.13% New 95,410 $6.8M
Fiduciary Alliance LLC 1.09% Add +4.2% 95,574 $6.7M
Buckingham Strategic Wealth, LLC 0.07% Reduce -7.7% 94,952 $6.7M
Siemens Fonds Invest GmbH 0.50% Add +0.3% 94,908 $6.7M
Ibex Wealth Advisors 1.05% Reduce -7.3% 94,866 $6.7M
Farmers & Merchants Investments Inc. 0.22% Add +16.9% 94,224 $6.7M
Barometer Capital Management Inc. 2.57% New 94,110 $6.7M
Studio Investment Management LLC 1.50% Reduce -0.1% 93,215 $6.6M
Lockheed Martin Investment Management Co. 0.38% Reduce -30.9% 93,160 $6.6M
Tokio Marine Asset Management Co. Ltd. 0.31% Add +2.5% 92,934 $6.6M
Security National Bank 0.95% Add +2.1% 92,373 $6.5M
O'Brien Greene & Co. Inc 2.07% Add +4.1% 92,336 $6.5M
Hixon Zuercher, LLC 2.74% Reduce -13.5% 91,907 $6.5M
Rakuten Investment Management, Inc. 0.04% Add +58.5% 87,450 $6.4M
Old National Bancorp 0.15% Reduce -4.6% 90,860 $6.4M
Constitution Capital LLC 3.38% Add +11.4% 90,355 $6.4M
Hemenway Trust Co LLC 0.54% Add +5.5% 89,646 $6.3M
Naples Global Advisors, LLC 0.63% Add +2.8% 89,043 $6.3M
Pioneer Trust Bank N A 1.69% Reduce -1.2% 88,470 $6.3M
Smith Chas P & Associates Pa Cpas 0.37% Reduce -8.5% 88,030 $6.2M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.37% Add +1211.1% 88,030 $6.2M
Opus Investment Management Inc. 4.02% No change 88,000 $6.2M
Parsons Capital Management Inc. 0.42% Reduce -2.0% 87,809 $6.2M
III Capital Management 2.89% Reduce -73.4% 87,036 $6.2M
Integrated Advisors Network LLC 0.32% Add +167.9% 86,794 $6.1M
Concurrent Investment Advisors, LLC 0.20% Add +34.6% 86,666 $6.1M
Ancora Advisors LLC 0.15% Add +7.7% 86,173 $6.1M
Marietta Wealth Management, LLC 0.95% Add +4.8% 86,103 $6.1M
Vestcor Inc 0.21% Add +24.6% 86,095 $6.1M
Telos Capital Management, Inc. 0.67% Add +651.6% 85,909 $6.1M
Prospera Financial Services Inc 0.17% Reduce -0.1% 85,837 $6.1M
Bfsg, LLC 0.77% Reduce -0.8% 85,596 $6.1M
Kesler, Norman & Wride, LLC 1.28% Reduce -9.4% 85,492 $6.1M
Executive Wealth Management, LLC 1.11% Reduce -9.7% 85,293 $6.0M
Apollon Wealth Management, LLC 0.18% Reduce -0.6% 84,834 $6.0M
Tenere Capital LLC 1.78% Reduce -36.1% 84,740 $6.0M
Clearstead Advisors, LLC 0.10% Add +153.0% 83,707 $5.9M
Kimelman & Baird, LLC 0.49% — 83,453 $5.9M
Renaissance Investment Group LLC 1.28% Add +6.2% 81,835 $5.9M
Somerset Trust Co 2.41% Add +0.8% 83,159 $5.9M
Shelter Mutual Insurance Co 1.52% No change 82,520 $5.8M
Decade Renewable Partners LP 2.85% Add +17.6% 82,500 $5.8M
Financial & Tax Architects, LLC 1.57% Reduce -14.6% 82,488 $5.8M
TrueMark Investments, LLC 1.99% Add +74.2% 82,320 $5.8M
Stratos Wealth Partners, LTD. 0.09% Reduce -9.1% 81,425 $5.8M
Caption Management, LLC 0.62% Add +21.0% 81,300 $5.8M
Intech Investment Management LLC 0.07% Reduce -19.3% 80,969 $5.7M
Stokes Capital Advisors, LLC 1.58% Add +2.1% 80,391 $5.7M
First Trust Direct Indexing L.P. 0.35% Add +22.5% 78,863 $5.6M
Inspire Trust Co, N.A. 1.84% Add +25.9% 78,837 $5.6M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -17.2% 78,277 $5.5M
Institutional & Family Asset Management, LLC 0.84% Add +0.1% 77,622 $5.5M
Logan Capital Management Inc. 0.24% Reduce -3.8% 77,606 $5.5M
Itau Unibanco Holding S.A. 0.22% Reduce -43.9% 77,537 $5.5M
Journey Advisory Group, LLC 0.65% Add +1.9% 77,218 $5.5M
Citizens National Bank Trust Department 1.21% Add +1.0% 76,982 $5.5M
Pallas Capital Advisors LLC 0.24% Add +4.0% 75,814 $5.4M
First National Advisers, LLC 0.99% Add +10.4% 76,606 $5.4M
Towne Trust Company, N.A 2.10% Reduce -2.9% 76,483 $5.4M
Brookstone Capital Management 0.09% Add +6.5% 75,754 $5.4M
AMG National Trust Bank 0.14% Add +41.1% 75,175 $5.3M
NEOS Investment Management LLC 0.22% Add +46.7% 75,062 $5.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.45% No change 74,993 $5.3M
Community Financial Services Group, LLC 1.14% Add +5.4% 74,647 $5.3M
Ieq Capital, LLC 0.07% Add +27.4% 74,202 $5.3M
Coston, McIsaac & Partners 1.66% Add +2.7% 74,196 $5.3M
Colonial Trust Advisors 0.50% Add +5.7% 74,156 $5.3M
Vision Capital Management, Inc. 0.78% Reduce -16.4% 74,117 $5.2M
Foster Victor Wealth Advisors, LLC 0.44% New 72,773 $5.2M
Norinchukin Bank, The 0.15% Add +1.7% 73,570 $5.2M
Boston Research & Management Inc. 1.30% Add +3.1% 72,744 $5.2M
Trivium Point Advisory, LLC 0.77% Add +5.3% 72,628 $5.1M
Silvercrest Asset Management Group LLC 0.04% Add +7.1% 72,256 $5.1M
Glen Eagle Advisors, LLC 0.93% Reduce -1.9% 71,899 $5.1M
Somerville Kurt F 0.85% Add +3.2% 71,445 $5.1M
Stamos Capital Partners, L.P. 1.07% Reduce -18.0% 71,400 $5.1M
Symmetry Investments LP 0.63% New 71,400 $5.1M
AE Wealth Management LLC 0.05% Add +9.8% 70,781 $5.0M
Natixis Investment Managers International 0.37% Reduce -3.6% 70,742 $5.0M
Jaffetilchin Investment Partners, LLC 0.43% Add +6.8% 70,635 $5.0M
Gouws Capital LLC 3.57% Add +1.7% 70,448 $5.0M
Geneos Wealth Management Inc. 0.22% Reduce -26.3% 70,384 $5.0M
Busey Bank 0.17% Reduce -1.6% 70,358 $5.0M
Mgo One Seven LLC 0.24% Add +2.7% 70,212 $5.0M
Solidarity Wealth, LLC 1.51% Add +7.6% 70,165 $5.0M
Spring Capital Management, LLC 3.92% Reduce -7.0% 66,938 $5.0M
Praxis Investment Management Inc. 0.34% Add +9.4% 73,990 $5.0M
Account Management LLC 5.60% Reduce -2.0% 69,705 $4.9M
Birch Hill Investment Advisors LLC 0.24% Add +1.1% 69,588 $4.9M
Bailard, Inc. 0.13% Add +2.8% 68,822 $4.9M
Liberty One Investment Management, LLC 0.55% Add +16.2% 68,668 $4.9M
Summit Financial, LLC 0.22% Add +38.0% 68,595 $4.9M
Empirical Finance, LLC 0.30% Reduce -5.6% 68,265 $4.8M
Tower Bridge Advisors 0.55% Add +16.3% 68,201 $4.8M
Pinnacle Financial Partners Inc 0.10% Reduce -17.7% 68,278 $4.8M
Roberts Wealth Advisors, LLC 1.64% Add +0.6% 66,769 $4.8M
Oak Harvest Investment Services 0.76% Add +4.0% 67,982 $4.8M
HighPoint Advisor Group LLC 0.29% Add +0.2% 64,472 $4.8M
Peninsula Asset Management Inc. 2.61% Add +2.6% 67,115 $4.8M
Highland Capital Management, LLC 0.28% Add +9.1% 67,102 $4.8M
Ingalls & Snyder LLC 0.21% Add +1.2% 67,081 $4.8M
Ashton Thomas Private Wealth, LLC 0.26% Add +15.4% 66,563 $4.7M
Jackson Square Capital, LLC 1.16% Add +474.6% 66,560 $4.7M
Kentucky Retirement Systems Insurance Trust Fund 0.32% Reduce -2.1% 66,267 $4.7M
Montag A & Associates Inc. 0.24% Add +0.3% 66,181 $4.7M
Salem Investment Counselors Inc. 0.15% Reduce -1.0% 65,758 $4.7M
Trust Co. of Toledo NA 0.67% Add +4.9% 65,754 $4.7M
Rice Partnership, LLC 1.01% Add +3.0% 65,444 $4.6M
Andrew Hill Investment Advisors, Inc. 3.85% Add +28.2% 65,442 $4.6M
Northwestern Mutual Investment Management Company, LLC 0.12% Add +0.4% 65,383 $4.6M
Rench Wealth Management, Inc. 1.66% Add +2.9% 65,222 $4.6M
L & S Advisors Inc 0.59% New 65,027 $4.6M
Formidable Asset Management, LLC 0.74% Reduce -1.9% 64,939 $4.6M
Truvestments Capital LLC 1.83% Add +3.5% 64,755 $4.6M
Brick & Kyle, Associates 1.89% Reduce -2.0% 64,413 $4.6M
Prime Capital Investment Advisors, LLC 0.07% Reduce -13.8% 63,754 $4.5M
Farmers National Bank 1.36% Add +2.0% 63,742 $4.5M
Financial Advisory Partners, LLC 1.68% Reduce -4.5% 63,546 $4.5M
Signaturefd, LLC 0.09% Add +25.8% 63,360 $4.5M
Winthrop Capital Management, LLC 2.24% Add +0.2% 63,336 $4.5M
Kinloch Capital, LLC 2.33% Reduce -0.5% 63,068 $4.5M
NewEdge Wealth, LLC 0.10% Add +0.8% 62,659 $4.4M
Calamos Wealth Management LLC 0.24% Reduce -9.5% 62,247 $4.4M
Weatherly Asset Management L. P. 0.40% Reduce -4.8% 62,194 $4.4M
Jackson Wealth Management, LLC 0.94% Reduce -40.9% 61,748 $4.4M
Aull & Monroe Investment Management Corp 2.14% Reduce -4.3% 61,467 $4.4M
Whittier Trust Co. 0.06% Reduce -1.6% 61,144 $4.3M
American National Bank & Trust 0.53% Reduce -11.1% 60,512 $4.3M
Squarepoint Ops LLC 0.02% Add +8.7% 60,477 $4.3M
Sigma Investment Counselors Inc. 0.27% Add +7.7% 60,028 $4.3M
Capital International, Inc. 0.06% Add +0.9% 59,992 $4.2M
Plimoth Trust Co. LLC 1.13% Add +3.1% 59,991 $4.2M
Pine Valley Investments Ltd Liability Co 0.31% Reduce -9.7% 59,870 $4.2M
Point Windward Advisors Inc. 1.75% Reduce -0.1% 59,867 $4.2M
StrongBox Wealth, LLC 2.00% Add +1.8% 59,846 $4.2M
Aquatic Capital Management LLC 0.16% New 59,500 $4.2M
Cohen Klingenstein LLC 0.15% No change 59,400 $4.2M
Stratos Investment Management, LLC 0.35% Reduce -16.4% 59,129 $4.2M
RFG Advisory, LLC 0.14% Add +7.4% 58,937 $4.2M
Xcel Wealth Management, LLC 1.32% Reduce -3.8% 58,874 $4.2M
West Oak Capital, LLC 1.68% Add +3.8% 58,868 $4.2M
HM Payson & Co. 0.08% Reduce -0.3% 58,526 $4.1M
Gladstone Institutional Advisory LLC 0.22% Reduce -3.2% 58,326 $4.1M
Capital Investment Advisors, LLC 0.09% Reduce -5.5% 58,320 $4.1M
IFP Advisors, Inc 0.16% Add +6.6% 58,182 $4.1M
Bragg Financial Advisors, Inc 0.18% Add +391.4% 57,965 $4.1M
Covington Investment Advisors Inc. 0.66% Reduce -6.0% 57,865 $4.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -0.6% 56,870 $4.1M
PFG Investments, LLC 0.29% Add +8.9% 57,553 $4.1M
Capital City Trust Co. 1.11% Reduce -0.9% 57,495 $4.1M
Monarch Capital Management Inc. 1.20% Reduce -1.4% 57,440 $4.1M
Schnieders Capital Management LLC 0.83% Reduce -1.2% 57,376 $4.1M
LS Investment Advisors, LLC 0.63% Add +1.5% 57,301 $4.1M
United Services Automobile Association 0.10% Reduce -4.0% 57,148 $4.0M
Financial Advocates Investment Management 0.25% Reduce -1.7% 57,062 $4.0M
Ameritas Advisory Services, LLC 0.15% Add +2.2% 57,048 $4.0M
M Holdings Securities, Inc. 0.52% New 57,001 $4.0M
Assenagon Asset Management S.A. 0.01% Reduce -96.0% 56,919 $4.0M
Lynch & Associates 0.90% Add +6.6% 56,639 $4.0M
Advocate Group LLC 0.80% Add +7.1% 56,378 $4.0M
Moseley Investment Management Inc. 1.85% Add +11.0% 56,341 $4.0M
Adell Harriman & Carpenter Inc. 0.31% Reduce -3.8% 55,808 $4.0M
Rodgers Brothers Inc. 0.53% Reduce -0.2% 55,746 $3.9M
Signet Investment Advisory Group, Inc. 2.11% Add +3.3% 55,634 $3.9M
Acadian Asset Management LLC 0.01% Add +846.9% 55,613 $3.9M
Benjamin Edwards Inc. 0.76% Reduce -2.5% 55,491 $3.9M
Wedbush Securities Inc. 0.14% Add +4.4% 55,134 $3.9M
Financial Enhancement Group LLC 0.63% Reduce -15.3% 49,563 $3.9M
Community Bank, N.A. 0.51% Add +0.7% 54,803 $3.9M
Seneca House Advisors 1.68% Reduce -0.1% 54,624 $3.9M
Belpointe Asset Management LLC 0.27% Reduce -1.4% 54,605 $3.9M
Farther Finance Advisors, LLC 0.19% Add +0.1% 54,826 $3.8M
Rockline Wealth Management, LLC 1.18% Add +5.2% 54,020 $3.8M
Citadel Advisors 0.00% Reduce -75.5% 53,930 $3.8M
Violich Capital Management, Inc. 0.51% No change 53,600 $3.8M
American Trust 0.31% Reduce -5.0% 53,515 $3.8M
Nations Financial Group Inc, /Ia/ 0.31% Add +15.3% 53,351 $3.8M
Brendel Financial Advisors LLC 2.39% Add +589.4% 53,162 $3.8M
Wolverine Trading, LLC 0.06% Add +280.7% 53,075 $3.8M
Slagle Financial, LLC 1.92% New 52,966 $3.8M
Sompo Asset Management Co., Ltd. 0.63% Reduce -11.6% 52,891 $3.7M
Second Half Financial Partners, LLC 3.00% Reduce -2.8% 52,872 $3.7M
Northcape Wealth Management, LLC 1.35% Reduce -0.2% 52,770 $3.7M
Perigon Wealth Management, LLC 0.11% Reduce -14.9% 52,748 $3.7M
Hyman Charles D 0.21% Reduce -2.3% 52,688 $3.7M
Meiji Yasuda Life Insurance Co 0.07% Reduce -7.3% 52,679 $3.7M
Corbyn Investment Management Inc. 1.71% Reduce -9.8% 52,528 $3.7M
Somerset Group LLC 3.28% Add +0.3% 52,184 $3.7M
Bogart Wealth, LLC 0.19% Reduce -24.4% 51,866 $3.7M
Global Trust Asset Management, LLC 1.48% Add +0.3% 51,704 $3.7M
First Western Trust Bank 0.17% Reduce -12.5% 51,696 $3.7M
Dillon & Associates Inc. 0.53% Add +9.4% 51,136 $3.6M
LGT Fund Management Co Ltd. 0.45% Add +87.1% 51,228 $3.6M
Kingfisher Capital LLC 0.85% Reduce -1.6% 51,179 $3.6M
J. Safra Sarasin Holding AG 0.07% — 51,071 $3.6M
Abbrea Capital, LLC 0.48% Reduce -0.7% 50,765 $3.6M
J.W. Cole Advisors, Inc. 0.17% Add +24.4% 50,545 $3.6M
CSM Advisors, LLC 0.25% Add +0.0% 50,545 $3.6M
Choate Investment Advisors 0.09% Reduce -6.6% 50,472 $3.6M
Cincinnati Specialty Underwriters Insurance CO 1.06% No change 50,000 $3.5M
American Assets Investment Management, LLC 0.33% No change 50,000 $3.5M
Anchor Investment Management, LLC 0.36% Add +69.7% 49,926 $3.5M
Princeton Global Asset Management LLC 0.78% Add +4.9% 49,894 $3.5M
City Holding Co. 0.52% Reduce -0.9% 49,874 $3.5M
Mirova 0.64% Add +737.2% 49,757 $3.5M
Essex Financial Services, Inc. 0.26% Add +69.9% 45,165 $3.5M
Landscape Capital Management, L.L.C. 0.29% New 49,195 $3.5M
Morton Community Bank 0.98% Add +3.3% 49,089 $3.5M
Sycomore Asset Management 0.61% Add +0.3% 47,341 $3.5M
GTS Securities LLC 0.07% Add +1327.0% 48,876 $3.5M
Independence Bank of Kentucky 0.92% Reduce -1.9% 48,776 $3.5M
Asio Capital, LLC 0.70% Add +2.6% 48,418 $3.4M
Conscious Wealth Investments, LLC 2.46% Add +0.1% 47,479 $3.4M
James Investment Research, Inc. 0.41% Reduce -0.4% 48,334 $3.4M
Equitable Holdings, Inc. 0.04% Add +19.8% 48,136 $3.4M
Tidal Investments LLC 0.05% Reduce -22.8% 48,074 $3.4M
Hartford Financial Management Inc. 0.73% No change 48,000 $3.4M
Cincinnati Financial Corp. 0.07% No change 48,000 $3.4M
Transcend Capital Advisors, LLC 0.25% Add +14.1% 47,749 $3.4M
Estabrook Capital Management 0.52% Add +0.5% 47,494 $3.4M
Fagan Associates, Inc. 0.59% Add +9.4% 47,440 $3.4M
Bowen Hanes & Co. Inc. 0.09% Add +1.8% 47,415 $3.4M
Fifth Third Wealth Advisors LLC 0.25% Add +63.3% 47,243 $3.3M
Ledyard National Bank 0.32% Reduce -0.2% 47,065 $3.3M
Premier Fund Managers Ltd 0.13% No change 45,000 $3.3M
Horan Capital Advisors, LLC. 1.16% Reduce -1.1% 46,500 $3.3M
Fragasso Financial Advisors Inc 0.27% Reduce -30.3% 46,413 $3.3M
Tyche Wealth Partners LLC 0.80% Reduce -2.0% 46,362 $3.3M
Goelzer Investment Management, Inc. 0.18% Add +0.4% 46,276 $3.3M
Strategic Planning Group, LLC 0.72% Add +9.8% 46,256 $3.3M
Integrated Wealth Concepts LLC 0.04% Add +6.4% 46,127 $3.3M
Orleans Capital Management Corp. 2.07% Add +0.9% 45,988 $3.3M
Vinva Investment Management Ltd 0.16% Add +41.8% 44,054 $3.2M
Icon Wealth Advisors, LLC 0.29% Add +19.2% 42,507 $3.2M
M. Kulyk & Associates, LLC 0.75% Reduce -4.9% 45,794 $3.2M
Investment Management Corp of Ontario 0.09% Add +38.0% 45,711 $3.2M
Bryn Mawr Trust Advisors, LLC 0.18% Add +4.5% 45,096 $3.2M
Principal Securities, Inc. 0.09% Add +5.5% 45,276 $3.2M
Legacy Financial Strategies, LLC 0.77% Add +6.6% 44,620 $3.2M
Beacon Bank & Trust 0.80% Reduce -6.2% 45,168 $3.2M
Moloney Securities Asset Management, LLC 0.47% Reduce -4.7% 45,120 $3.2M
Brown Miller Wealth Management, LLC 1.32% Add +1.7% 45,013 $3.2M
First Horizon Advisors, Inc. 0.10% Reduce -3.8% 44,943 $3.2M
Wealthspire Advisors, LLC 0.04% Reduce -3.7% 44,810 $3.2M
Cypress Capital Group 0.38% Add +1.8% 44,670 $3.2M
Sound View Wealth Advisors Group, LLC 0.32% Reduce -3.9% 44,458 $3.1M
Horizon Investments, LLC 0.09% Add +3.8% 44,400 $3.1M
Bensler, LLC 0.42% Reduce -1.8% 44,347 $3.1M
International Assets Investment Management, LLC 0.29% Add +14.4% 44,171 $3.1M
CapWealth Advisors, LLC 0.39% Add +196.6% 44,038 $3.1M
Highbridge Capital Management LLC 0.82% Reduce -89.7% 44,000 $3.1M
Bleakley Financial Group, LLC 0.09% Add +0.9% 43,741 $3.1M
Simplicity Wealth,LLC 0.07% Add +1.2% 43,670 $3.1M
Private Trust Co. NA 0.33% Add +14.9% 43,403 $3.1M
Daymark Wealth Partners, LLC 0.14% Add +11.2% 43,183 $3.1M
Harbour Investment Management LLC 1.41% Add +0.3% 43,016 $3.0M
Moneta Group Investment Advisors LLC 0.05% Add +9.1% 42,883 $3.0M
Blue Fin Capital, Inc. 0.60% Add +3.2% 42,714 $3.0M
Jacobi Capital Management LLC 0.26% Reduce -1.1% 42,633 $3.0M
J. W. Coons Advisors, LLC 0.56% No change 42,584 $3.0M
Colonial Trust Co / SC 0.53% Add +9.6% 42,327 $3.0M
Archford Capital Strategies, LLC 0.48% Reduce -0.9% 42,197 $3.0M
Janney Capital Management LLC 0.21% Reduce -5.8% 42,168 $3.0M
Baker Avenue Asset Management, LP 0.10% Reduce -0.8% 41,714 $3.0M
IHT Wealth Management, LLC 0.11% Reduce -7.4% 41,541 $2.9M
Wright Investors Service Inc. 0.77% Reduce -25.9% 41,489 $2.9M
Waverly Advisors, LLC 0.06% Add +149.2% 41,362 $2.9M
Laird Norton Wetherby Trust Company, LLC 0.41% No change 41,171 $2.9M
Firestone Capital Management 0.79% Reduce -0.5% 41,031 $2.9M
Archer Investment Corp 0.85% Add +0.3% 40,986 $2.9M
Wealth Alliance, LLC 0.37% Add +20.2% 40,817 $2.9M
Symphony Financial, Ltd. Co. 0.53% Add +8.3% 39,158 $2.9M
Ballentine Partners, LLC 0.05% Add +29.9% 40,685 $2.9M
HCR Wealth Advisors 0.41% Add +4.5% 40,637 $2.9M
Capital Analysts, LLC 0.13% Add +1.9% 40,631 $2.9M
GLOBALT Investments LLC / GA 0.11% Add +4.1% 40,150 $2.8M
Fishman Jay A Ltd. 0.30% Add +2.3% 40,115 $2.8M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 40,000 $2.8M
NJ State Employees Deferred Compensation Plan 0.35% No change 40,000 $2.8M
Smithfield Trust Co 0.15% Reduce -3.9% 39,872 $2.8M
Connable Office Inc. 0.30% Reduce -0.3% 39,807 $2.8M
Romano Brothers and Company 0.39% Reduce -4.8% 39,600 $2.8M
Sapient Capital LLC 0.06% Reduce -2.3% 39,580 $2.8M
Clifford Swan Investment Counsel LLC 0.10% Reduce -16.0% 39,506 $2.8M
SkyOak Wealth, LLC 0.65% Reduce -2.0% 39,459 $2.8M
Modera Wealth Management, LLC 0.04% Add +0.6% 39,272 $2.8M
FAS Wealth Partners, Inc. 0.24% Add +4.1% 39,213 $2.8M
Buckley Wealth Management, LLC 0.88% Reduce -0.5% 39,066 $2.8M
Zions Bancorporation, N.A. 0.22% Reduce -15.5% 38,910 $2.8M
Old Second National Bank of Aurora 0.71% Reduce -4.0% 38,906 $2.8M
Robbins Farley 1.46% Add +3.9% 38,900 $2.8M
Spirit of America Management Corp. 0.55% Add +3.3% 38,625 $2.7M
Americana Partners, LLC 0.22% Reduce -4.5% 38,603 $2.7M
Nicola Wealth Management LTD. 0.24% New 38,500 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +8.7% 38,479 $2.7M
Mattson Financial Services, LLC 0.97% — 38,321 $2.7M
MainStreet Investment Advisors LLC 0.33% Add +6.6% 38,302 $2.7M
Avitas Wealth Management LLC 0.40% Add +0.1% 38,288 $2.7M
Vestmark Advisory Solutions, Inc. 0.11% Add +12.7% 38,097 $2.7M
Cim, LLC 0.40% Add +1.1% 33,463 $2.7M
Analyst IMS Investment Management Services Ltd. 0.11% Add +16.2% 37,677 $2.7M
Lineweaver Wealth Advisors, LLC 0.55% Add +2.0% 37,567 $2.7M
Rossmore Private Capital 0.35% Reduce -1.2% 37,279 $2.6M
Greenwood Capital Associates LLC 0.35% Reduce -37.1% 37,086 $2.6M
Asset Advisors Investment Management, LLC 0.29% Add +12.7% 37,036 $2.6M
Primoris Wealth Advisors, LLC 2.08% Reduce -4.5% 36,774 $2.6M
Empowered Funds, LLC 0.04% Reduce -39.3% 36,761 $2.6M
General Partner, Inc. 1.66% Add +0.3% 36,598 $2.6M
BNP Paribas 0.13% Reduce -32.8% 36,607 $2.6M
Meeder Advisory Services, Inc. 0.18% Add +56.4% 36,342 $2.6M
Mitchell & Pahl Private Wealth, LLC 1.36% Reduce -0.8% 36,321 $2.6M
Baader Bank Aktiengesellschaft 0.20% Add +145.9% 36,645 $2.6M
Beck Capital Management, LLC 0.71% New 36,228 $2.6M
Mogy Joel R Investment Counsel Inc. 0.16% Reduce -12.8% 36,190 $2.6M
Strategic Financial Services, Inc. 0.16% Add +0.3% 36,107 $2.6M
Concord Wealth Partners 0.45% Add +3.6% 36,085 $2.6M
Quintet Private Bank (Europe) S.A. 0.15% Add +2.4% 31,747 $2.6M
TFG Advisers LLC 0.99% Reduce -1.4% 36,079 $2.6M
Stiles Financial Services Inc 0.98% Add +0.6% 35,815 $2.5M
Ascent Group, LLC 0.21% Add +14.8% 35,786 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.13% Reduce -6.2% 35,731 $2.5M
Pitcairn Co. 0.15% Add +8.9% 35,501 $2.5M
Bristlecone Advisors, LLC 0.21% Reduce -2.7% 35,388 $2.5M
Cidel Asset Management Inc. 0.19% Reduce -4.8% 35,365 $2.5M
Valmark Advisers, Inc. 0.04% Add +3.2% 35,335 $2.5M
OneDigital Investment Advisors LLC 0.03% Add +33.5% 35,285 $2.5M
Granite Group Advisors, LLC 1.89% Reduce -0.9% 35,194 $2.5M
Quaero Capital S.A. 5.51% New 35,165 $2.5M
HBK Sorce Advisory LLC 0.09% Reduce -0.9% 35,143 $2.5M
Baldwin Investment Management, LLC 0.34% Add +2.0% 35,040 $2.5M
Center for Financial Planning, Inc. 0.36% Add +3.0% 35,004 $2.5M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +16.2% 34,982 $2.5M
Simplex Trading, LLC 0.08% New 34,794 $2.5M
Cordatus Wealth Management LLC 0.92% Reduce -5.0% 34,737 $2.5M
Traynor Capital Management, Inc. 0.21% Add +671.5% 34,641 $2.5M
West Michigan Advisors, LLC 0.78% Add +279.6% 34,605 $2.5M
Principle Wealth Partners LLC 0.19% Add +2.7% 34,467 $2.4M
Triangle Securities Wealth Management 0.69% Reduce -0.5% 34,451 $2.4M
Banco de Sabadell, S.A 1.79% Add +3.7% 34,389 $2.4M
La Financiere DE L'echiquier 0.11% Add +7.2% 34,288 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -13.0% 34,217 $2.4M
Focus Partners Advisor Solutions, LLC 0.06% Add +5.7% 34,184 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Add +12.3% 34,115 $2.4M
U.S. Capital Wealth Advisors, LLC 0.09% Add +44.8% 34,078 $2.4M
1ST Source Bank 0.14% Add +0.8% 34,031 $2.4M
Townsquare Capital LLC 0.03% Add +72.9% 33,957 $2.4M
Horizon Investment Services, LLC 1.13% Add +395.3% 33,913 $2.4M
Concord Asset Management, LLC 0.59% Add +8.7% 33,822 $2.4M
Mission Wealth Management, LP 0.07% Add +17.3% 33,812 $2.4M
Equitable Trust Co. 0.16% Add +1.4% 33,603 $2.4M
McDonald Partners LLC 0.64% Add +1.0% 33,521 $2.4M
Greenfield Savings Bank 1.22% Add +0.8% 33,429 $2.4M
Fisher Asset Management 0.00% Reduce -10.3% 33,395 $2.4M
Montgomery Investment Management Inc. 0.93% Reduce -0.3% 33,360 $2.4M
Finivi Inc. 1.96% Add +2.0% 33,332 $2.4M
Platform Technology Partners 0.81% — 33,227 $2.4M
Centiva Capital, LP 0.11% New 33,194 $2.4M
Brown Brothers Harriman & Co. 0.02% Add +175.0% 33,110 $2.3M
Patten Group, Inc. 0.55% Reduce -2.5% 33,080 $2.3M
PFW Advisors LLC 0.74% Reduce -3.1% 32,977 $2.3M
Wilkins Investment Counsel Inc. 0.35% Reduce -0.2% 32,965 $2.3M
Clear Rock Advisors, LLC 1.00% Add +8.4% 32,959 $2.3M
Farrow Financial, Inc. 1.59% Add +0.1% 32,936 $2.3M
Curi Capital, LLC 0.06% Reduce -3.9% 32,924 $2.3M
Whittier Trust Co. of Nevada Inc. 0.06% Add +0.0% 32,910 $2.3M
Knuff & Co LLC 0.75% Reduce -8.4% 32,796 $2.3M
Heritage Trust Co 0.30% Add +16.3% 32,453 $2.3M
Wills Financial Group, Inc. 1.06% Add +1.2% 32,428 $2.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.71% New 32,120 $2.3M
First National Bank & Trust Co. of Newtown 0.46% Add +1.3% 32,109 $2.3M
Empire Financial Management Company, LLC 0.74% Add +2.9% 31,769 $2.2M
Compass Ion Advisors, LLC 0.32% No change 35,197 $2.2M
Thomas J. Herzfeld Advisors, Inc. 0.79% Reduce -8.7% 31,697 $2.2M
Center For Asset Management LLC 1.47% Reduce -3.6% 31,421 $2.2M
Wellington Shields Capital Management, LLC 0.40% Add +312.1% 31,369 $2.2M
Caprock Group, LLC 0.09% Add +81.9% 31,344 $2.2M
Camarda Financial Advisors, LLC 0.87% New 31,315 $2.2M
Concourse Financial Group Securities, Inc. 0.14% Add +7.0% 31,270 $2.2M
Insigneo Advisory Services, LLC 0.25% Add +5.9% 28,806 $2.2M
CRA Financial Services, LLC 0.45% Reduce -1.4% 31,190 $2.2M
Strengthening Families & Communities, LLC 0.63% Add +2.7% 31,167 $2.2M
Shepherd Financial Partners LLC 0.28% Add +0.2% 31,136 $2.2M
Y-Intercept (Hong Kong) Ltd 0.12% New 31,041 $2.2M
Banco Santander, S.A. 0.03% Add +11.3% 31,026 $2.2M
Western Wealth Management, LLC 0.16% Reduce -0.6% 30,983 $2.2M
Vident Advisory, LLC 0.06% Add +22.8% 30,972 $2.2M
Dorsey & Whitney Trust CO LLC 0.15% Add +9.7% 30,892 $2.2M
Moody National Bank Trust Division 0.17% Add +2.0% 30,863 $2.2M
Quantbot Technologies LP 0.11% New 30,757 $2.2M
Hall Capital Management Co. Inc. 1.04% Reduce -11.8% 30,743 $2.2M
Beverly Hills Private Wealth, LLC 0.48% Reduce -3.4% 30,694 $2.2M
Naples Money Management LLC 1.85% Reduce -12.2% 31,064 $2.2M
CFS Investment Advisory Services, LLC 0.18% Add +1.3% 30,655 $2.2M
Verdence Capital Advisors LLC 0.19% Add +8.8% 30,618 $2.2M
Boston Trust Walden Corp 0.02% No change 30,590 $2.2M
Whalerock Point Partners, LLC 0.58% Add +3.3% 30,565 $2.2M
Nvest Financial, LLC 1.33% Add +16.5% 30,509 $2.2M
Weaver C. Barksdale & Associates, Inc. 2.04% Reduce -1.7% 30,351 $2.1M
WealthTrust Axiom LLC 0.71% Reduce -0.2% 30,314 $2.1M
Beaumont Financial Advisors, LLC 0.17% Reduce -82.8% 30,277 $2.1M
Brighton Jones LLC 0.07% Add +1.2% 30,219 $2.1M
Hantz Financial Services, Inc. 0.04% Add +2.4% 30,121 $2.1M
Argonautica Private Wealth Management, Inc. 0.73% Add +0.7% 30,022 $2.1M
Wintrust Investments LLC 0.17% Add +0.3% 29,999 $2.1M
Chesapeake Wealth Management 0.77% Add +0.3% 29,855 $2.1M
Dynamic Advisor Solutions LLC 0.07% Reduce -12.5% 29,854 $2.1M
Resolution Capital Ltd 0.04% Reduce -11.4% 29,848 $2.1M
Flagship Harbor Advisors, LLC 0.13% Reduce -6.0% 29,762 $2.1M
Little House Capital LLC 0.66% Add +4.0% 29,749 $2.1M
Paloma Partners Management Co 0.23% Reduce -51.3% 29,735 $2.1M
Sustainable Insight Capital Management, LLC 1.05% New 29,700 $2.1M
Williams Jones Wealth Management, LLC. 0.03% Add +0.4% 29,481 $2.1M
Garrison Point Advisors, LLC 1.38% Reduce -3.9% 29,478 $2.1M
LSV Asset Management 0.00% No change 29,480 $2.1M
New Hampshire Trust 0.48% Add +4.7% 29,436 $2.1M
Intrust Bank NA 0.22% Reduce -2.0% 29,356 $2.1M
Joel Isaacson & Co., LLC 0.11% Add +0.6% 29,313 $2.1M
NorthRock Partners, LLC 0.08% Add +21.1% 29,285 $2.1M
Great Diamond Partners, LLC 0.48% Reduce -1.4% 29,049 $2.1M
Cullinan Associates Inc. 0.12% Reduce -19.4% 28,728 $2.0M
Avior Wealth Management, LLC 0.09% Add +46.5% 28,629 $2.0M
Global Wealth Management Investment Advisory, Inc. 0.47% Add +4.1% 28,636 $2.0M
Huber Capital Management LLC 0.46% Reduce -3.4% 28,601 $2.0M
Bridges Investment Management Inc. 0.03% Add +41.8% 28,586 $2.0M
SageView Advisory Group, LLC 0.13% New 28,313 $2.0M
Worth Asset Management, LLC 1.19% New 28,301 $2.0M
Wealth Advisory Solutions, LLC 0.54% Add +0.4% 28,264 $2.0M
S&co Inc. 0.14% No change 28,260 $2.0M
SS&H Financial Advisors, Inc. 0.78% No change 28,151 $2.0M
ELCO Management Co., LLC 1.16% Add +21.9% 28,031 $2.0M
Two Sigma Investments, LP 0.00% Reduce -98.1% 28,000 $2.0M
Adirondack Trust Co. 0.80% Add +0.8% 27,806 $2.0M
Avalon Trust Co 0.15% No change 27,554 $2.0M
Liberty Capital Management, Inc. 0.46% Add +3.5% 27,518 $1.9M
Mitchell Sinkler & Starr 0.50% Reduce -28.3% 27,226 $1.9M
Alpha DNA Investment Management LLC 1.10% Reduce -20.8% 27,487 $1.9M
Parkside Financial Bank & Trust 0.31% Reduce -1.6% 27,476 $1.9M
Frank, Rimerman Advisors LLC 0.14% Add +57127.1% 27,469 $1.9M
Diversified Trust Co. 0.05% Add +1.8% 27,385 $1.9M
Prostatis Group LLC 0.68% Add +9.3% 27,215 $1.9M
Private Wealth Partners, LLC 0.14% Add +0.8% 27,196 $1.9M
Capital Asset Advisory Services LLC 0.10% Reduce -3.7% 26,696 $1.9M
Sound Income Strategies, LLC 0.13% Add +3.1% 27,187 $1.9M
Berkshire Asset Management LLC 0.10% Add +13.3% 27,173 $1.9M
Lederer & Associates Investment Counsel 1.38% Reduce -11.2% 27,028 $1.9M
Bank of Hawaii 0.09% Reduce -10.1% 26,999 $1.9M
Venturi Wealth Management, LLC 0.11% Reduce -4.5% 26,930 $1.9M
Peoples Financial Services Corp. 0.86% Reduce -0.0% 26,822 $1.9M
MIdWestOne Financial Group, Inc. 0.34% Add +7.2% 26,735 $1.9M
Ascent Wealth Partners, LLC 0.28% Add +6.2% 26,679 $1.9M
Thomasville National Bank 0.15% Add +4.2% 26,661 $1.9M
John G Ullman & Associates Inc. 0.29% No change 26,647 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Add +25.0% 26,637 $1.9M
Csenge Advisory Group 0.11% Add +2.4% 26,468 $1.9M
Merit Financial Group, LLC 0.04% Add +8.2% 26,444 $1.9M
Ritholtz Wealth Management 0.06% Add +32.1% 26,427 $1.9M
Edgewood Management LLC 0.01% No change 26,400 $1.9M
Dover Advisors, LLC 1.15% Reduce -0.6% 26,350 $1.9M
Ransom Advisory, Ltd 0.93% Add +7.8% 26,315 $1.9M
Cannell & Spears LLC 0.04% Reduce -5.8% 26,211 $1.9M
Lake Street Advisors Group, LLC 0.09% Reduce -1.9% 26,162 $1.9M
Valeo Financial Advisors, LLC 0.06% Add +12.0% 26,115 $1.8M
D L Carlson Investment Group Inc. 0.36% Reduce -0.3% 26,094 $1.8M
Koshinski Asset Management, Inc. 0.17% Reduce -4.5% 25,339 $1.8M
Cabot Wealth Management Inc. 0.24% Add +0.0% 25,739 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Add +2.5% 25,681 $1.8M
Cascade Financial Partners, LLC 0.24% Reduce -0.2% 25,645 $1.8M
North Star Investment Management Corp. 0.13% Reduce -0.1% 25,444 $1.8M
Roanoke Asset Management Corp./ NY 0.60% Reduce -0.0% 25,330 $1.8M
Cladis Investment Advisory, LLC 1.30% No change 25,300 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.57% Add +17.4% 25,190 $1.8M
Evermay Wealth Management LLC 0.29% Add +13.3% 25,179 $1.8M
Courier Capital LLC 0.14% Reduce -7.5% 25,120 $1.8M
Connecticut Wealth Management, LLC 0.09% Reduce -20.4% 25,094 $1.8M
Core Wealth Management, Inc. 0.72% Add +66.3% 25,075 $1.8M
Ethic Inc. 0.04% Add +47.8% 25,051 $1.8M
Tybourne Capital Management (hk) Ltd. 0.36% Add +118.4% 25,024 $1.8M
WT Asset Management Ltd 0.17% New 25,000 $1.8M
Hancock Whitney Corp. 0.06% Reduce -1.6% 24,993 $1.8M
Azimuth Capital Investment Management LLC 0.07% Add +4.0% 24,855 $1.8M
SteelPeak Wealth, LLC 0.08% Reduce -21.4% 24,843 $1.8M
DSC Meridian Capital LP 1.43% New 24,565 $1.7M
Strategic Investment Advisors / MI 0.21% Add +0.6% 24,447 $1.7M
Field & Main Bank 0.65% Add +3.1% 24,436 $1.7M
Prudent Man Advisors, LLC 0.61% Add +4.2% 24,414 $1.7M
Phoenix Wealth Advisors 0.86% New 24,314 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +5.2% 24,271 $1.7M
Summit Trail Advisors, LLC 0.05% Add +1.4% 24,264 $1.7M
Elevation Point Wealth Partners, LLC 0.14% Reduce -82.8% 24,257 $1.7M
Westpac Banking Corp. 0.14% Add +201.0% 24,230 $1.7M
Compound Planning, Inc. 0.13% Add +22.3% 24,184 $1.7M
GS Investments, Inc. 0.80% Reduce -0.1% 24,070 $1.7M
Epiq Partners, LLC 1.15% No change 24,000 $1.7M
Mill Capital Management, LLC 0.14% No change 24,000 $1.7M
Premier Path Wealth Partners, LLC 0.29% Add +23.5% 23,948 $1.7M
Cary Street Partners Investment Advisory LLC 0.07% Add +4.6% 23,871 $1.7M
Cobblestone Capital Advisors LLC 0.10% No change 23,795 $1.7M
Syon Capital LLC 0.15% Add +3.1% 23,741 $1.7M
Sowell Financial Services LLC 0.08% Add +3.1% 23,740 $1.7M
TrinityPoint Wealth, LLC 0.26% Add +10.2% 23,697 $1.7M
Bollard Group LLC 0.05% Add +28.7% 23,683 $1.7M
ZWJ Investment Counsel Inc. 0.07% Reduce -11.3% 23,647 $1.7M
Meridian Financial Partners LLC 0.99% Add +1.4% 23,359 $1.7M
Dodge & Cox 0.00% Reduce -1.7% 23,600 $1.7M
Interval Partners, LP 0.05% New 23,552 $1.7M
Blue Trust, Inc. 0.02% Add +19.3% 25,913 $1.7M
Vectors Research Management, LLC 0.51% Reduce -5.7% 23,315 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +16.6% 23,166 $1.6M
Quadcap Wealth Management, LLC 0.30% Reduce -0.1% 23,088 $1.6M
Herold Advisors, Inc. 0.38% No change 23,041 $1.6M
Bard Financial Services, Inc. 0.17% Add +9.5% 23,035 $1.6M
Trium Capital LLP 0.58% Add +13.0% 23,032 $1.6M
Harrell Investment Partners, LLC 0.47% New 22,998 $1.6M
Fulton Bank, N.A. 0.07% Add +24.6% 22,962 $1.6M
Evergreen Capital Management LLC 0.06% Add +15.0% 22,757 $1.6M
McDonough Capital Management, Inc 1.17% Add +0.4% 22,740 $1.6M
Bigelow Investment Advisors, LLC 0.77% Reduce -1.1% 22,713 $1.6M
Enterprise Financial Services Corp 0.99% Reduce -1.2% 22,707 $1.6M
WD Rutherford LLC 0.81% Add +9.2% 22,666 $1.6M
Park Place Capital Corp 0.51% Reduce -0.1% 22,665 $1.6M
Hudson Canyon Capital Management 1.08% Reduce -3.5% 22,633 $1.6M
Lokken Investment Group LLC 0.75% Add +8.7% 22,607 $1.6M
Burke & Herbert Bank & Trust Co. 0.39% Add +86.1% 22,526 $1.6M
Curbstone Financial Management Corp 0.35% Reduce -1.1% 22,502 $1.6M
Cohen Investment Advisors LLC 1.28% Reduce -12.6% 27,760 $1.6M
Souders Financial Advisors 0.24% Reduce -2.9% 22,369 $1.6M
Qtron Investments LLC 0.23% Add +8.3% 22,319 $1.6M
Hardy Reed LLC 0.16% New 22,249 $1.6M
Founders Financial Alliance, LLC 0.47% Reduce -0.3% 22,176 $1.6M
Arcadia Investment Management Corp. 0.27% Add +0.1% 21,972 $1.6M
Palisade Asset Management, LLC 0.16% Add +2.9% 21,965 $1.6M
LVM Capital Management Ltd. 0.18% Reduce -36.8% 21,964 $1.6M
Chicago Partners Investment Group LLC 0.06% Add +13.1% 20,845 $1.5M
Headinvest, LLC 0.30% Add +1.8% 21,723 $1.5M
Ti-Trust, Inc. 1.18% No change 21,655 $1.5M
Oakworth Capital, Inc. 0.11% Reduce -0.5% 21,653 $1.5M
First Business Financial Services, Inc. 0.16% Add +437.2% 21,591 $1.5M
Red Cedar Investment Management, LLC 0.21% New 21,571 $1.5M
Mystic Asset Management, Inc. 0.62% Add +1.0% 21,543 $1.5M
Oliver Lagore Vanvalin Investment Group 0.44% Reduce -18.3% 21,524 $1.5M
Cigna Investments Inc. 0.28% Reduce -0.7% 21,532 $1.5M
Altman Advisors, Inc. 0.87% Reduce -1.0% 21,517 $1.5M
Claro Advisors Inc. 0.24% Add +7.3% 21,502 $1.5M
ABN AMRO Bank N.V. 0.02% Reduce -9.5% 21,323 $1.5M
Enterprise Bank & Trust Co 0.52% Reduce -1.0% 21,489 $1.5M
Robertson Stephens Wealth Management, LLC 0.08% Add +17.9% 21,488 $1.5M
CoreCap Advisors, LLC 0.16% Add +0.4% 21,455 $1.5M
Norway Savings Bank 0.87% Add +10.7% 21,448 $1.5M
Investment House LLC 0.09% No change 21,350 $1.5M
Centaurus Financial, Inc. 0.10% Add +9.2% 21,278 $1.5M
Bison Wealth, LLC 0.25% No change 23,574 $1.5M
Means Investment Co., Inc. 0.18% Reduce -0.7% 21,238 $1.5M
FinTrust Capital Advisors, LLC 0.27% Add +63.0% 21,188 $1.5M
SOA Wealth Advisors, LLC. 0.30% Reduce -16.3% 21,134 $1.5M
Boxwood Ventures, Inc. 2.40% No change 21,124 $1.5M
NCM Capital Management, LLC 0.78% Add +0.0% 21,111 $1.5M
Ascentis Independent Advisors 0.31% — 21,073 $1.5M
Brown Financial Advisors 0.67% — 21,032 $1.5M
Quadrant Capital Group LLC 0.11% Add +15.1% 21,013 $1.5M
Sunbelt Securities, Inc. 0.15% Add +195.7% 20,982 $1.5M
Lantern Wealth Advisors, LLC 1.08% Add +23.6% 20,951 $1.5M
Eads & Heald Wealth Management 0.72% Reduce -0.7% 20,944 $1.5M
Matrix Trust Co 0.33% Add +1.5% 20,928 $1.5M
Gitterman Wealth Management, LLC 0.57% Reduce -4.3% 20,923 $1.5M
Missouri Trust & Investment Co 0.56% Add +17.4% 20,900 $1.5M
Brady Family Wealth, LLC 0.48% Reduce -5.5% 20,877 $1.5M
Checchi Capital Advisers, LLC 0.12% Add +1.2% 20,838 $1.5M
Peoples Bank 1.15% Reduce -1.4% 20,777 $1.5M
Fairfield Financial Advisors, LTD 0.43% — 20,714 $1.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.59% Reduce -2.3% 20,699 $1.5M
Boomfish Wealth Group, LLC 0.95% Reduce -0.8% 20,663 $1.5M
Karpas Strategies, LLC 0.46% Add +0.2% 20,647 $1.5M
Coastal Bridge Advisors, LLC 0.36% Add +1.6% 20,636 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.33% Add +12.1% 20,610 $1.5M
Rowlandmiller & Partners.adv 0.32% Add +0.9% 20,606 $1.5M
LM Advisors LLC 0.29% Add +17.1% 20,428 $1.4M
Supplemental Annuity Collective Trust of NJ 0.44% No change 20,400 $1.4M
Sciencast Management LP 0.50% New 20,398 $1.4M
United Asset Strategies, Inc. 0.14% Add +0.6% 20,384 $1.4M
Kovack Advisors, Inc. 0.16% Add +0.2% 20,366 $1.4M
Mattern Wealth Management LLC 0.35% Reduce -49.5% 20,318 $1.4M
Argus Investors' Counsel, Inc. 0.88% Reduce -13.3% 20,286 $1.4M
Schechter Investment Advisors, LLC 0.11% Add +2.6% 20,226 $1.4M
Nicholas Wealth, LLC. 1.02% Add +157.3% 20,196 $1.4M
Leonteq Securities AG 0.20% Reduce -6.4% 20,188 $1.4M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -5.7% 20,175 $1.4M
Correct Capital Wealth Management 0.33% Add +7.0% 20,077 $1.4M
Bright Futures Wealth Management, LLC. 0.77% Add +7.4% 17,948 $1.4M
E&G Advisors, LLC 0.42% No change 20,058 $1.4M
ICW Investment Advisors LLC 0.64% Reduce -2.3% 20,014 $1.4M
GAMMA Investing LLC 0.19% Add +73.4% 19,924 $1.4M
CreativeOne Wealth, LLC 0.07% Reduce -29.4% 19,910 $1.4M
Trust Point Inc. 0.11% Reduce -4.5% 19,908 $1.4M
Heritage Wealth Management, Inc. 0.47% — 19,541 $1.4M
Capital Market Strategies LLC 0.89% Add +24.4% 19,883 $1.4M
CHICAGO TRUST Co NA 0.29% Add +2.5% 19,853 $1.4M
New England Research & Management, Inc. 0.67% Add +33.7% 19,833 $1.4M
Paragon Private Wealth Management, LLC 0.79% Reduce -6.6% 19,818 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.55% Reduce -10.7% 19,816 $1.4M
DF Dent & Co. Inc. 0.02% Reduce -8.4% 19,742 $1.4M
Beaton Management Co. Inc. 0.75% No change 19,700 $1.4M
Burns J W & Co. Inc. 0.19% Reduce -6.3% 19,644 $1.4M
Kuhn & Co Investment Counsel 1.24% Reduce -0.5% 19,583 $1.4M
Davidson Trust Co. 0.96% Add +10.5% 19,572 $1.4M
Bard Associates Inc. 0.53% Add +0.1% 19,479 $1.4M
Paradigm Asset Management Co. LLC 0.38% Add +26.9% 19,350 $1.4M
Rehmann Capital Advisory Group 0.10% Add +1.3% 19,325 $1.4M
St. Louis Trust Co 0.21% No change 19,298 $1.4M
Trail Ridge Investment Advisors, LLC 0.71% Add +3.0% 19,261 $1.4M
Court Place Advisors, LLC 0.43% Reduce -2.0% 19,245 $1.4M
Naviter Wealth, LLC 0.20% Add +9.9% 19,244 $1.4M
Meridian Wealth Management, LLC 0.16% New 19,199 $1.4M
Wealth Advisors of Tampa Bay, LLC 0.63% New 19,195 $1.4M
Marion Wealth Management 0.40% Add +1.2% 19,182 $1.4M
Mosaic Family Wealth Partners, LLC 0.22% Reduce -12.6% 19,176 $1.4M
Icon Advisers Inc. 0.31% Reduce -24.8% 19,400 $1.4M
Buffington Mohr McNeal 0.24% Add +0.4% 19,123 $1.4M
Nvwm, LLC 0.36% Reduce -2.9% 19,120 $1.4M
Mutual Advisors, LLC 0.04% Reduce -16.0% 18,181 $1.4M
Segment Wealth Management, LLC 0.10% Add +19.5% 19,045 $1.3M
DT Investment Partners, LLC 0.12% Reduce -2.3% 19,044 $1.3M
Nicolet Advisory Services, LLC 0.13% Add +5.2% 18,493 $1.3M
Becker Capital Management Inc. 0.05% Add +4.4% 18,975 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.55% Reduce -32.0% 18,954 $1.3M
Mechanics Financial Corp 0.69% Add +0.8% 18,933 $1.3M
Confluence Wealth Services, Inc. 0.11% Add +82.5% 18,908 $1.3M
Wilson & Boucher Capital Management, LLC 1.02% Reduce -0.1% 18,867 $1.3M
GM Advisory Group, LLC 0.09% Add +0.2% 18,861 $1.3M
Smartleaf Asset Management LLC 0.22% Add +47.2% 18,113 $1.3M
Capital Investment Advisory Services, LLC 0.14% Reduce -0.5% 18,782 $1.3M
Hilltop Holdings Inc. 0.15% Reduce -10.6% 18,717 $1.3M
Emfo, LLC 1.18% Reduce -5.1% 18,637 $1.3M
Hills Bank & Trust Co 0.11% Add +3.6% 18,626 $1.3M
Avantax Planning Partners, Inc. 0.04% Add +2.6% 18,624 $1.3M
Benedict Financial Advisors Inc. 0.33% Add +8.5% 18,444 $1.3M
Nova R Wealth, Inc. 0.67% Reduce -3.2% 18,422 $1.3M
Integral Investment Advisors, Inc. 0.48% Add +58.1% 17,682 $1.3M
Atticus Wealth Management, LLC 0.43% Reduce -0.2% 18,380 $1.3M
Edgestream Partners, L.P. 0.06% Add +485.1% 18,373 $1.3M
Notis-McConarty Edward 0.51% No change 18,346 $1.3M
Fidelis Capital Partners, LLC 0.18% Add +0.4% 16,746 $1.3M
Rothschild Investment LLC 0.09% Add +11.4% 18,333 $1.3M
Interchange Capital Partners, LLC 0.48% New 18,322 $1.3M
Fox Hill Wealth Management 0.79% Add +2.4% 18,275 $1.3M
Waldron Private Wealth LLC 0.06% Add +1.8% 18,266 $1.3M
Stone Summit Wealth LLC 0.46% Add +5.5% 18,224 $1.3M
American Planning Services, Inc. 0.91% New 18,199 $1.3M
Providence Wealth Advisors, LLC 1.03% Reduce -5.3% 18,259 $1.3M
NORTHSTAR ASSET MANAGEMENT Co 0.31% Reduce -6.0% 18,166 $1.3M
Edge Capital Group, LLC 0.06% Reduce -2.3% 18,164 $1.3M
Clearstead Trust, LLC 0.32% Add +0.2% 18,150 $1.3M
King Luther Capital Management Corp. 0.01% Add +4.9% 18,139 $1.3M
WealthShield Partners, LLC 0.19% Add +427.4% 18,030 $1.3M
River Wealth Advisors LLC 0.18% Reduce -9.5% 18,000 $1.3M
Modus Advisors, LLC 0.45% Add +6.7% 17,968 $1.3M
Guinness Atkinson Asset Management Inc 0.62% Reduce -19.4% 17,866 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -7.1% 17,831 $1.3M
Prentice Wealth Management LLC 0.41% Reduce -0.6% 17,811 $1.3M
Ninepoint Partners LP 0.14% Add +6.2% 17,807 $1.3M
Iyo Bank, Ltd. 0.45% No change 17,750 $1.3M
Arkadios Wealth Advisors 0.08% Add +19.8% 17,638 $1.2M
VCI Wealth Management LLC 0.61% Add +38.4% 17,517 $1.2M
VeraBank, N.A. 0.38% Reduce -0.3% 17,502 $1.2M
MCF Advisors LLC 0.09% Reduce -3.7% 17,494 $1.2M
Stratos Wealth Advisors, LLC 0.06% Reduce -43.2% 17,483 $1.2M
Prescott Group Capital Management, L.L.C. 0.19% No change 17,466 $1.2M
Graypoint LLC 0.09% Add +17.6% 17,425 $1.2M
BKM Wealth Management, LLC 0.59% Reduce -18.8% 17,384 $1.2M
Nicolet Bankshares Inc. 0.26% Reduce -1.6% 17,369 $1.2M
Hershey Financial Advisers, LLC 1.10% — 17,360 $1.2M
Marble Harbor Investment Counsel, LLC 0.14% No change 17,348 $1.2M
AdvisorNet Financial, Inc 0.11% Add +6.0% 17,255 $1.2M
Boothbay Fund Management, LLC 0.04% Reduce -27.3% 17,242 $1.2M
Grove Bank & Trust 0.20% Reduce -8.0% 17,226 $1.2M
Independent Financial Group, LLC 0.05% Add +18.9% 17,112 $1.2M
Boyd Watterson Asset Management LLC 0.35% No change 17,098 $1.2M
Roffman Miller Associates Inc. 0.08% Add +1.1% 17,087 $1.2M
Harbour Capital Advisors, LLC 0.29% Add +6.2% 17,308 $1.2M
Longfellow Investment Management Co. LLC 0.30% Add +0.7% 17,064 $1.2M
Cornerstone Wealth Group, LLC 0.11% Add +19.1% 16,991 $1.2M
Harbour Investments, Inc. 0.04% Reduce -0.1% 16,977 $1.2M
Fortis Capital Advisors, LLC 0.43% Reduce -4.9% 16,969 $1.2M
Valley Brook Capital Group, Inc. 0.94% Reduce -1.7% 16,940 $1.2M
Krilogy Financial LLC 0.09% Reduce -25.5% 16,851 $1.2M
Citizens & Northern Corp. 0.37% Reduce -2.1% 16,823 $1.2M
Richard C. Young & CO., LTD. 0.14% New 16,762 $1.2M
LWM Advisory Services, LLC 1.00% Reduce -9.3% 16,761 $1.2M
Carret Asset Management, LLC 0.14% Reduce -3.5% 16,759 $1.2M
Newman Dignan & Sheerar, Inc. 0.31% Reduce -1.8% 16,696 $1.2M
Chatham Capital Group, Inc. 0.21% No change 16,659 $1.2M
Guidance Capital, Inc. 0.39% Add +4.6% 15,421 $1.2M
Alhambra Investment Management LLC 0.64% Reduce -0.2% 16,612 $1.2M
Providence First Trust Co 0.53% No change 16,605 $1.2M
NovaPoint Capital, LLC 0.39% Add +1.9% 16,401 $1.2M
Clarius Group, LLC 0.08% Reduce -1.5% 16,397 $1.2M
Montecito Bank & Trust 0.24% Reduce -1.6% 16,364 $1.2M
Hexagon Capital Partners LLC 0.25% Reduce -2.8% 16,343 $1.2M
Beck Mack & Oliver LLC 0.02% Reduce -0.1% 16,328 $1.2M
Prio Wealth Limited Partnership 0.03% Reduce -38.7% 16,321 $1.2M
Gryphon Financial Partners LLC 0.17% Add +20.2% 16,231 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.28% New 16,205 $1.1M
Dagco, Inc. 0.51% Reduce -10.5% 16,185 $1.1M
Faithward Advisors, LLC 0.21% Add +5.5% 16,166 $1.1M
XML Financial, LLC 0.12% Reduce -2.7% 16,148 $1.1M
Vise Technologies, Inc. 0.20% Add +39.4% 16,017 $1.1M
Asset Dedication, LLC 0.08% Add +1.0% 15,961 $1.1M
Leavell Investment Management, Inc. 0.06% Reduce -9.2% 15,958 $1.1M
Tranquility Partners, LLC 0.43% Reduce -0.2% 15,943 $1.1M
Cozad Asset Management Inc. 0.11% Reduce -0.8% 15,939 $1.1M
Summit Wealth Partners, LLC 0.23% Add +0.1% 15,935 $1.1M
Columbia Bank 0.44% Add +6.5% 15,925 $1.1M
Voya Financial Advisors, Inc. 0.13% Reduce -1.4% 15,280 $1.1M
World Investment Advisors 0.07% Add +105.8% 15,873 $1.1M
My Legacy Advisors, LLC 0.36% Add +4.7% 15,870 $1.1M
WealthPLAN Partners, LLC 0.12% Reduce -81.9% 15,841 $1.1M
Ranch Capital Advisors Inc. 0.58% Add +12.4% 15,792 $1.1M
Fingerlakes Wealth Management, Inc. 1.00% Add +0.7% 15,730 $1.1M
Klingman & Associates, LLC 0.08% Add +8.6% 15,704 $1.1M
West Paces Advisors Inc. 0.29% Add +0.2% 15,703 $1.1M
V-Square Quantitative Management LLC 0.18% Add +4.3% 15,681 $1.1M
Modern Wealth Management, LLC 0.08% Add +6.0% 15,679 $1.1M
Ipswich Investment Management Co., Inc. 0.26% Reduce -0.6% 15,655 $1.1M
Raelipskie Partnership 0.59% Add +0.6% 15,648 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.9% 15,614 $1.1M
Inspire Advisors, LLC 0.15% Add +13.2% 15,609 $1.1M
Resurgent Financial Advisors LLC 0.69% Add +7.4% 15,559 $1.1M
GeoWealth Management, LLC 0.05% Add +17.2% 15,512 $1.1M
Brown, Lisle/Cummings, Inc. 0.36% Add +23.2% 15,499 $1.1M
Hobbs Group Advisors, LLC 0.42% — 15,470 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +8.3% 15,404 $1.1M
Signet Financial Management, LLC 0.15% Reduce -8.8% 15,377 $1.1M
Cornerstone Wealth Management, LLC 0.08% Add +8.7% 15,335 $1.1M
IMS Capital Management 0.51% No change 13,742 $1.1M
Berger Financial Group, Inc 0.09% Reduce -7.5% 15,325 $1.1M
First County Bank 0.56% Reduce -3.6% 15,259 $1.1M
First Financial Corp. 0.55% Add +8.7% 15,224 $1.1M
NorthCrest Asset Manangement, LLC 0.04% Add +1.0% 15,194 $1.1M
Searle & Co. 0.25% Add +2.2% 15,150 $1.1M
Jefferies Financial Group Inc. 0.02% Add +62.3% 15,132 $1.1M
Monetary Management Group Inc. 0.28% Add +86.2% 15,125 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.54% Add +12.9% 14,852 $1.1M
Trueblood Wealth Management, LLC 0.60% Add +2.0% 15,014 $1.1M
Aspen Investment Management Inc 0.53% Add +0.1% 15,010 $1.1M
Connective Portfolio Management, LLC 1.73% New 15,000 $1.1M
Cape Ann Savings Bank 0.66% Add +0.1% 14,950 $1.1M
United Community Bank 0.43% Reduce -8.2% 14,949 $1.1M
Plancorp, LLC 0.05% Add +1.8% 14,896 $1.1M
Arrow Financial Corp 0.10% Reduce -0.9% 14,823 $1.0M
Meridian Investment Counsel Inc. 0.33% No change 14,820 $1.0M
PFG Advisors 0.07% Reduce -4.2% 14,750 $1.0M
DRW Securities, LLC 0.06% New 14,629 $1.0M
Ostrum Asset Management 0.09% Add +9.0% 14,716 $1.0M
EFG Asset Management (Americas) Corp. 0.20% Add +39.3% 14,694 $1.0M
Fullcircle Wealth LLC 0.51% — 13,757 $1.0M
Oxford Financial Group, LTD. LLC 0.07% Add +2.3% 14,647 $1.0M
Sandbox Financial Partners, LLC 0.40% Add +3.3% 14,635 $1.0M
Zevenbergen Capital Investments LLC 0.02% New 14,628 $1.0M
Fox Run Management, L.L.C. 0.19% New 14,622 $1.0M
Brooklyn Investment Group 0.45% No change 16,326 $1.0M
Renasant Bank 0.71% Reduce -0.3% 14,570 $1.0M
Conning Inc. 0.04% Add +3.8% 14,545 $1.0M
Rather & Kittrell, Inc. 0.28% Reduce -20.2% 14,516 $1.0M
Centre Asset Management, LLC 0.24% Reduce -25.1% 14,458 $1.0M
Castleview Partners, LLC 0.58% Reduce -53.4% 14,379 $1.0M
IFG Advisory, LLC 0.07% Add +1.3% 14,350 $1.0M
Castle Wealth Management LLC 0.49% Add +0.4% 14,339 $1.0M
L.M. Kohn & Company 0.27% Add +3.9% 14,309 $1.0M
Alan B Lancz & Associates, Inc. 1.00% — 14,291 $1.0M
Wealth Effects LLC 0.37% Add +14.6% 14,282 $1.0M
Baron Silver Stevens Financial Advisors, LLC 0.19% Reduce -29.7% 14,281 $1.0M
Arete Wealth Advisors, LLC 0.08% Reduce -24.6% 14,305 $1.0M
Chapin Davis, Inc. 0.34% Add +10.5% 14,249 $1.0M
Addison Capital Co 0.44% Add +0.0% 14,246 $1.0M
Webster Bank, N. A. 0.11% Reduce -15.4% 14,223 $1.0M
Ategra Capital Management, LLC 0.86% Reduce -51.5% 14,220 $1.0M
Legacy Trust 0.25% Add +0.9% 14,214 $1.0M
First Personal Financial Services 0.23% Reduce -2.4% 14,168 $1.0M
Wealth Alliance Advisory Group, LLC 0.23% Reduce -2.5% 14,162 $1.0M
Talisman Wealth Advisors LLC 1.16% Add +1.5% 14,148 $1.0M
Legacy Private Trust Co. 0.07% Reduce -32.2% 14,145 $1.0M
Cooper Financial Group 0.15% Add +13.2% 14,137 $1.0M
Hunter Associates Investment Management LLC 0.17% Add +1.4% 14,106 $998K
Hohimer Wealth Management, LLC 0.23% Reduce -16.1% 14,058 $995K
Cassaday & Co Wealth Management LLC 0.03% Add +0.3% 14,044 $994K
Centersquare Investment Management LLC 0.01% Reduce -11.1% 14,000 $991K
Pittenger & Anderson Inc. 0.04% No change 13,977 $990K
Wellington Shields & Co., LLC 0.32% Reduce -1.6% 13,964 $989K
Vista Investment Partners LLC 0.33% Reduce -0.4% 13,951 $988K
Summit Asset Management, LLC 0.12% Add +0.0% 13,944 $987K
One Capital Management, LLC 0.03% Add +329.1% 13,914 $985K
Hartline Investment Corp./ 0.13% Reduce -44.6% 13,876 $983K
Mayflower Financial Advisors, LLC 0.16% Reduce -6.6% 13,826 $979K
Alta Wealth Advisors LLC 0.49% Add +21.3% 13,791 $977K
Granite Harbor Advisors, Inc. 0.63% Add +7.8% 13,781 $976K
Greystone Financial Group, LLC 0.19% Add +24.0% 13,779 $976K
Bridgewater Advisors Inc. 0.12% New 13,268 $974K
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -45.7% 13,746 $973K
Exchange Bank 0.83% Reduce -0.2% 13,732 $972K
Coastline Trust Co 0.11% Reduce -0.3% 13,728 $972K
Wedmont Private Capital 0.06% Add +34.9% 12,754 $969K
Greenwich Wealth Management LLC 0.07% Reduce -2.9% 13,659 $967K
Texas Capital Bancshares Inc 0.40% Reduce -0.7% 13,656 $967K
Sage Mountain Advisors LLC 0.09% Add +46.8% 13,612 $964K
Berry Wealth Group, LP 0.77% New 13,586 $962K
M&R Capital Management Inc. 0.23% Add +0.1% 13,571 $961K
Patron Partners, LLC 0.56% Add +2.8% 13,531 $958K
Charter Oak Capital Management, LLC 0.10% Reduce -5.0% 13,456 $953K
Stableford Capital II LLC 0.37% Reduce -4.2% 13,408 $951K
Good Life Advisors, LLC 0.08% Reduce -0.6% 13,414 $950K
Waterloo Capital, L.P. 0.11% Add +10.3% 13,401 $949K
Fiduciary Family Office, LLC 0.37% Reduce -9.0% 13,357 $946K
Atlas Brown,Inc. 0.34% Add +0.3% 13,310 $942K
Abacus Planning Group, Inc. 0.18% Reduce -19.4% 13,299 $942K
Radnor Capital Management, LLC 0.29% Add +1.5% 13,283 $941K
WR Wealth Planners, LLC 0.29% Add +5.3% 13,283 $941K
Thoroughbred Financial Services, LLC 0.06% Add +44.0% 13,266 $939K
Centric Wealth Management 0.27% Add +1.8% 12,637 $938K
AlphaCore Capital LLC 0.23% Add +115.7% 13,246 $938K
Aries Wealth Management 0.30% Reduce -0.2% 13,242 $938K
City State Bank 0.38% Reduce -8.8% 13,237 $937K
River Street Advisors LLC 0.58% Add +2.8% 13,234 $937K
Diversify Advisory Services, LLC 0.05% Add +44.8% 12,977 $936K
Harbor Investment Advisory, LLC 0.10% Add +6.3% 13,192 $934K
Convergence Investment Partners, LLC 0.27% New 13,192 $934K
Quantum Private Wealth, LLC 0.33% Add +0.2% 13,135 $930K
Smith, Moore & Co. 0.10% Add +0.8% 13,131 $930K
Aviso Financial Inc. 0.05% — 13,098 $927K
FLC Capital Advisors 0.23% Add +26.0% 13,086 $927K
Lantz Financial LLC 0.29% Add +15.9% 13,047 $924K
Main Street Financial Solutions, LLC 0.09% Reduce -8.6% 13,044 $924K
Raab & Moskowitz Asset Management LLC 0.25% Reduce -0.1% 13,040 $923K
PYA Waltman Capital, LLC 0.34% Add +6.7% 12,992 $920K
Hemington Wealth Management 0.31% Add +0.8% 12,947 $916K
Keebeck Wealth Management 0.13% No change 12,924 $915K
Continuum Advisory, LLC 0.13% Reduce -1.5% 12,885 $912K
Lebenthal Global Advisors, LLC 0.20% Reduce -2.3% 12,845 $910K
PDS Planning, Inc 0.09% Reduce -2.8% 12,834 $909K
Sachetta, LLC 0.40% Reduce -4.3% 12,234 $909K
Money Concepts Capital Corp. 0.08% Add +6.6% 12,755 $903K
Bank of Stockton 0.29% Reduce -5.3% 12,721 $901K
Bank of Nova Scotia Trust Co. 0.10% Reduce -1.2% 12,689 $899K
Basepoint Wealth LLC 0.71% Add +0.4% 12,679 $898K
Procyon Advisors, LLC 0.07% Reduce -9.4% 12,669 $897K
Proficio Capital Partners LLC 0.09% Add +6.0% 12,641 $895K
Alpine Woods Capital Investors, LLC 0.14% Reduce -2.1% 12,638 $895K
Altrafin AG 0.33% Reduce -76.2% 12,630 $894K
Gilman Hill Asset Management, LLC 0.16% Add +19.6% 12,572 $890K
Cullen Investment Group, LTD. 0.14% New 12,560 $889K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -7.0% 12,539 $888K
Blackhawk Capital Partners, LLC 0.54% Reduce -52.8% 12,535 $888K
Roundview Capital LLC 0.07% Add +0.8% 12,509 $886K
Cadence Bank 0.07% Add +1.1% 12,472 $883K
Ritter Daniher Financial Advisory LLC / DE 0.28% No change 12,463 $883K
Freedom Investment Management, Inc. 0.07% Add +6.6% 12,436 $881K
Hilton Capital Management, LLC 0.07% Add +0.8% 12,417 $879K
Pacific Global Investment Management Co. 0.17% Reduce -2.7% 12,414 $879K
Philip James Wealth Mangement, LLC 0.58% Reduce -2.4% 12,371 $876K
Royal Capital Wealth Management, LLC 0.66% Add +8.8% 12,344 $874K
Tradewinds, LLC. 0.27% Reduce -2.8% 12,326 $873K
BBR Partners, LLC 0.07% Add +3.9% 12,320 $872K
Composition Wealth, LLC 0.02% Reduce -1.7% 12,306 $871K
Advisory Alpha, LLC 0.03% Reduce -3.3% 12,294 $871K
FWG Holdings, LLC 0.44% Add +9.5% 12,045 $869K
Carson Advisory Inc. 0.60% Reduce -5.3% 12,161 $861K
Kavar Capital Partners Group, LLC 0.16% No change 12,154 $861K
Cutter & CO Brokerage, Inc. 0.21% Reduce -10.1% 12,095 $856K
Navellier & Associates Inc. 0.10% No change 12,072 $855K
Barlow Wealth Partners, LLC 0.12% No change 11,320 $854K
Franklin Street Advisors Inc. 0.06% Add +8.9% 12,049 $853K
Callan Capital, LLC 0.07% Add +28.3% 12,036 $852K
Mather Group, Llc. 0.01% Reduce -18.9% 13,305 $850K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.44% No change 12,000 $850K
Lavaca Capital LLC 0.46% No change 12,000 $850K
Forte Capital LLC 0.10% No change 11,997 $850K
Gratus Capital, LLC 0.03% Reduce -2.7% 11,948 $846K
Exencial Wealth Advisors, LLC 0.03% Add +9.7% 11,933 $845K
Legacy Bridge, LLC 0.50% No change 11,925 $844K
Indiana Trust & Investment Management Co 0.31% Reduce -1.3% 11,924 $844K
Keel Point, LLC 0.08% Add +8.3% 10,779 $842K
Everhart Financial Group, Inc. 0.22% Add +66.4% 11,802 $836K
Clear Creek Financial Management, LLC 0.10% Add +5.7% 11,801 $836K
Abner Herrman & Brock LLC 0.11% Reduce -3.3% 11,779 $834K
Godshalk Welsh Capital Management, Inc. 0.55% Reduce -1.3% 11,750 $832K
Pathway Financial Advisers, LLC 0.30% Add +14.8% 11,755 $831K
Hamilton Wealth, LLC 0.22% Add +21.0% 11,690 $828K
Prairie Wealth Advisors, Inc. 0.42% Reduce -8.4% 11,645 $825K
CVA Family Office, LLC 0.15% Add +24.5% 11,618 $823K
Catalyst Financial Partners LLC 0.18% Add +5.9% 11,581 $820K
EagleClaw Capital Managment, LLC 0.15% No change 11,575 $820K
Armor Investment Advisors, LLC 0.38% Reduce -7.2% 11,540 $817K
Moneco Advisors, LLC 0.12% Reduce -2.0% 11,528 $816K
S.A. Mason LLC 0.46% Add +6.8% 11,514 $815K
Heritage Financial Services, LLC 0.12% Reduce -4.9% 11,487 $813K
Front Row Advisors LLC 0.28% Add +2.5% 11,480 $813K
Sepio Capital, LP 0.07% Reduce -4.0% 11,464 $812K
Buckingham Capital Management, Inc. 0.10% Reduce -1.5% 11,451 $811K
Successful Portfolios LLC 0.56% Reduce -8.1% 11,413 $808K
Holderness Investments Co. 0.19% No change 11,376 $806K
Eagle Wealth Strategies LLC 0.65% Reduce -0.6% 11,354 $804K
DeDora Capital, Inc. 0.25% Reduce -1.4% 11,353 $804K
Richard W. Paul & Associates, LLC 0.31% Reduce -8.4% 11,326 $802K
WBH Advisory Inc. 0.08% Reduce -0.6% 11,303 $800K
KFG Wealth Management, LLC 0.32% Reduce -1.0% 11,276 $798K
Northwest Bank & Trust Co 0.67% Reduce -3.6% 11,251 $797K
Intrua Financial, LLC 0.13% Reduce -35.5% 11,238 $796K
Exchange Capital Management, Inc. 0.13% Reduce -2.4% 11,231 $795K
St. Johns Investment Management Company, LLC 0.38% Add +2.0% 11,226 $795K
Pekin Hardy Strauss, Inc. 0.11% Add +2.8% 11,199 $793K
Pennsylvania Capital Management Inc. 0.31% Reduce -1.7% 11,170 $791K
Borer Denton & Associates, Inc. 0.29% No change 11,146 $789K
RTD Financial Advisors, Inc. 0.11% Reduce -2.1% 11,146 $789K
Cerro Pacific Wealth Advisors LLC 0.30% — 11,017 $780K
Baker Ellis Asset Management LLC 0.12% Reduce -9.1% 11,005 $779K
Ceeto Capital Group, LLC 0.30% No change 11,000 $779K
Chesapeake Asset Management LLC 0.75% Add +13.1% 10,989 $778K
Bedel Financial Consulting, Inc. 0.11% No change 10,981 $778K
Guardian Wealth Advisors, LLC / NC 0.09% Add +1.8% 10,979 $777K
Friedenthal Financial 0.48% New 10,976 $777K
Engineers Gate Manager LP 0.02% New 10,961 $776K
Legacy Advisors, LLC 0.09% Add +160.8% 10,952 $776K
Zullo Investment Group, Inc. 0.34% Reduce -3.3% 10,930 $774K
Keystone Financial Group 0.28% Reduce -1.8% 10,914 $773K
Bank Ozk 0.33% Reduce -4.5% 10,909 $772K
Schonfeld Strategic Advisors LLC 0.01% Reduce -98.2% 10,906 $772K
Perpetual Ltd 0.01% No change 10,904 $772K
Northstar Advisory Group, LLC 0.44% Add +31.2% 10,871 $770K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -35.2% 10,858 $769K
Avestar Capital, LLC 0.09% Add +1.3% 10,851 $768K
Perissos Private Wealth Management, LLC 0.68% New 10,755 $762K
Campbell Wealth Management 0.25% No change 10,714 $759K
Burney Co./ 0.03% No change 10,685 $757K
United Bank 0.38% Add +6.3% 10,679 $756K
Essex Bank 0.20% Reduce -6.8% 10,674 $756K
Hudock, Inc. 0.14% Reduce -12.3% 10,670 $756K
Osborne Partners Capital Management, LLC 0.04% Add +231.5% 10,596 $750K
Key Client Fiduciary Advisors, LLC 0.38% Add +8.9% 10,587 $750K
Hennessy Advisors Inc. 0.03% Reduce -8.6% 10,570 $748K
Laraway Financial Advisors Inc 0.64% Add +0.1% 10,564 $748K
Financial Partners Group, Inc 0.12% Add +0.5% 10,557 $748K
First United Bank & Trust 0.28% Add +5.3% 10,552 $747K
Mb, Levis & Associates, LLC 0.39% Add +1.4% 10,540 $746K
Opinicus Capital, Inc. 0.63% Add +6.4% 10,491 $743K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -18.2% 10,479 $742K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -2.0% 10,472 $742K
Maple Capital Management, Inc. 0.06% Reduce -3.4% 10,469 $741K
Financial Planning & Information Services, Inc. 0.11% No change 10,458 $741K
Southeast Asset Advisors, LLC 0.09% No change 10,440 $739K
Guild Investment Management, Inc. 0.84% Reduce -3.8% 10,438 $739K
W Advisors, LLC 0.48% Reduce -8.3% 10,432 $739K
KPP Advisory Services LLC 0.20% New 10,408 $737K
Kenora Financial, LLC 0.31% Add +5.3% 10,346 $733K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -0.1% 10,329 $731K
Pictet North America Advisors SA 0.08% Add +0.7% 10,327 $731K
Certuity, LLC 0.06% Add +33.1% 10,322 $731K
Carl P. Sherr & Co., LLC 0.41% No change 10,300 $729K
Titleist Asset Management, LLC 0.11% Add +49.0% 10,243 $725K
First Pacific Financial 0.19% Add +4.7% 10,232 $725K
Aviance Capital Partners, LLC 0.10% Add +0.3% 10,217 $723K
StoneX Group Inc. 0.06% Add +21.5% 10,214 $723K
Quotient Wealth Partners, LLC 0.03% Reduce -6.8% 10,198 $722K
McKinley Carter Wealth Services, Inc. 0.05% No change 10,196 $722K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -7.3% 10,151 $719K
Lee Danner & Bass Inc. 0.06% — 10,125 $717K
Marcum Wealth, LLC 0.07% Add +4.4% 10,105 $716K
Legacy Financial Advisors, Inc. 0.13% Add +3.5% 10,104 $715K
Clifford Group, LLC 0.58% Reduce -3.3% 10,086 $714K
GoalVest Advisory LLC 0.23% Reduce -9.1% 10,073 $713K
SPC Financial, Inc. 0.07% Add +39.0% 10,071 $713K
Quantitative Investment Management, LLC 0.08% Reduce -91.0% 10,070 $713K
Mechanics Bank Trust Department 0.10% Add +9.8% 10,067 $713K
Woodmont Investment Counsel LLC 0.06% Add +0.4% 10,064 $713K
Tufton Capital Management 0.14% Reduce -1.1% 10,060 $712K
Mairs & Power Inc. 0.01% Add +150.1% 10,040 $711K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +3.3% 10,032 $710K
Ethos Financial Group, LLC 0.13% Reduce -7.1% 9,934 $710K
Chiron Capital Management, LLC 0.68% Reduce -53.4% 10,014 $709K
Jade Capital Advisors, LLC 0.50% New 10,000 $708K
Savoie Capital LLC 0.09% No change 10,000 $708K
Maxi Investments CY Ltd 0.16% New 10,000 $708K
Tandem Capital Management Corp. 0.39% Add +1.3% 9,810 $707K
CFO4Life Group, LLC 0.13% New 9,962 $705K
Chilton Investment Co. Inc. 0.02% Reduce -2.0% 9,962 $705K
Jag Capital Management, LLC 0.10% New 9,937 $704K
Savvy Advisors, Inc. 0.23% Add +65.7% 9,930 $703K
Schulhoff & Co. Inc. 0.32% No change 9,897 $701K
Ables, Iannone, Moore & Associates, Inc. 0.46% Reduce -0.3% 9,887 $700K
Manchester Capital Management LLC 0.08% Add +8.7% 9,885 $700K
CPA Asset Management Group, LLC 0.37% Reduce -2.6% 9,882 $700K
Knollwood Investment Advisory, LLC 0.08% Add +208.7% 9,878 $699K
Sara-Bay Financial 0.28% Add +55.9% 9,799 $694K
Cassia Capital Partners, LLC 0.46% Add +11.6% 9,781 $693K
Orange Investment Advisors, Inc. 0.09% Add +11.4% 10,990 $691K
First Community Trust NA 0.59% No change 9,759 $691K
Fosun International Ltd 0.23% Reduce -8.0% 9,721 $688K
Phillips Wealth Planners LLC 0.72% Add +9.1% 9,419 $687K
Catalina Capital Group, LLC 0.26% Add +131.4% 9,683 $686K
West Coast Financial LLC 0.08% Reduce -3.0% 9,656 $684K
Plante Moran Financial Advisors, LLC 0.07% Add +8.6% 9,652 $683K
Academy Capital Management 0.12% Reduce -1.3% 9,648 $683K
Hollencrest Capital Management 0.03% No change 9,646 $683K
Legacy Wealth Asset Management, LLC 0.19% Add +10.0% 9,632 $682K
Morningstar Investment Services LLC 0.01% Add +34.9% 9,257 $682K
Burns Matteson Capital Management, LLC 0.43% Reduce -2.4% 9,626 $682K
Atwood & Palmer Inc. 0.05% Reduce -1.9% 9,616 $681K
Sovereign Financial Group, Inc. 0.17% Add +0.2% 9,570 $678K
Brandywine Oak Private Wealth LLC 0.07% Reduce -18.4% 9,543 $676K
Capital Advisors Inc. 0.01% Add +9.3% 9,543 $676K
World Equity Group, Inc. 0.20% Reduce -2.1% 9,532 $675K
LifeSteps Financial, Inc. 0.56% Reduce -0.8% 9,502 $673K
Stonebrook Private Inc. 0.19% New 9,501 $673K
HHM Wealth Advisors, LLC 0.10% Add +529.0% 9,492 $672K
Piscataqua Savings Bank 0.60% Reduce -1.0% 9,474 $671K
Integris Wealth Management, LLC 0.19% No change 9,472 $671K
RMR Wealth Builders 0.08% Add +82.2% 9,465 $670K
Aspire Private Capital, LLC 0.17% Reduce -0.1% 9,460 $670K
CX Institutional 0.03% Reduce -10.8% 9,431 $668K
Bell Bank 0.06% No change 9,416 $667K
Wealthquest Corp 0.07% No change 9,383 $664K
Founders Financial Securities LLC 0.06% Add +24.5% 9,381 $664K
Ahl Investment Management, Inc. 0.49% Reduce -8.8% 9,365 $663K
Balboa Wealth Partners 0.18% Add +14.6% 9,354 $662K
Wayfinding Financial, LLC 0.37% Reduce -3.9% 9,361 $662K
Maven Securities LTD 0.10% New 9,345 $662K
Inscription Capital, LLC 0.11% Add +0.3% 9,335 $661K
Grandfield & Dodd, LLC 0.04% No change 9,296 $658K
Country Trust Bank 0.02% Add +0.0% 9,296 $658K
Great Lakes Retirement, Inc. 0.09% Reduce -32.8% 9,296 $658K
Focused Wealth Management, Inc 0.10% Add +0.2% 9,291 $658K
Tompkins Financial Corp. 0.07% No change 9,227 $653K
TrinityBridge Ltd 0.02% Reduce -11.8% 9,226 $653K
Central Pacific Bank - Trust Division 0.08% Reduce -12.1% 9,203 $652K
LCNB Corp. 0.24% Reduce -0.5% 9,201 $652K
Covenant Partners, LLC 0.20% No change 9,167 $649K
Nilsine Partners, LLC 0.09% Add +0.4% 9,164 $649K
Delta Financial Group, Inc. 0.27% Add +3.0% 9,157 $648K
First Command Advisory Services, Inc. 0.01% Reduce -13.2% 9,125 $646K
Duncker Streett & Co. Inc. 0.12% No change 9,115 $645K
Richardson Financial Services Inc. 0.46% Reduce -4.5% 9,078 $643K
EverSource Wealth Advisors, LLC 0.04% Add +107.7% 8,378 $640K
1858 Wealth Management, LLC 0.53% Reduce -13.3% 9,023 $639K
LMR Partners LLP 0.02% New 9,000 $637K
Palogic Value Management, L.P. 0.27% Add +4.9% 8,983 $636K
Benin Management CORP 0.19% Reduce -9.8% 8,982 $636K
Morse Asset Management, Inc 0.16% Reduce -0.8% 8,975 $636K
HTLF Bank 0.07% Reduce -1.9% 8,972 $635K
Gen-Wealth Partners Inc 0.31% Reduce -13.5% 8,960 $634K
Bangor Savings Bank 0.06% Reduce -1.3% 8,960 $634K
Signature Wealth Management Partners, LLC 0.48% Add +0.1% 8,928 $632K
HRT Financial LP 0.00% Reduce -62.1% 8,936 $632K
Sfm, LLC 0.48% Add +1.0% 8,917 $631K
Accurate Wealth Management, LLC 0.15% Reduce -7.2% 8,801 $630K
Pring Turner Capital Group Inc. 0.44% No change 8,860 $627K
Washington Trust Advisors, Inc. 0.06% Add +90.2% 8,857 $627K
Commerzbank Aktiengesellschaft 0.02% Add +6.8% 8,850 $627K
Lindbrook Capital, LLC 0.06% Add +24.2% 8,821 $625K
Sentry Investment Management LLC 0.28% Reduce -17.0% 8,808 $624K
Cornerstone Advisory, LLC 0.09% Reduce -20.7% 8,808 $624K
CTC Alternative Strategies, Ltd. 0.26% New 8,800 $623K
Albion Financial Group 0.05% No change 8,794 $623K
Riverwater Partners LLC 0.46% Reduce -0.4% 8,758 $620K
Cypress Asset Management Inc. 0.16% Reduce -29.6% 8,218 $617K
Diversified, LLC 0.07% Add +14.3% 8,706 $616K
Sonora Investment Management Group, LLC 0.05% No change 9,638 $616K
Arden Trust Co 0.09% No change 8,693 $616K
Gotham Asset Management 0.01% Add +18.9% 8,690 $615K
Triton Wealth Management, PLLC 0.36% No change 8,513 $614K
Bellecapital International Ltd. 0.13% Reduce -45.8% 8,637 $612K
Accel Wealth Management 0.24% Add +42.2% 8,614 $610K
Hudson Edge Investment Partners Inc. 0.12% No change 8,600 $609K
Relyea Zuckerberg Hanson LLC 0.10% Add +17.9% 8,589 $608K
MGB Wealth Management, LLC 0.23% Add +25.8% 8,015 $607K
Magnus Financial Group LLC 0.07% Reduce -0.4% 8,569 $607K
Keynote Financial Services LLC 0.51% Reduce -4.0% 8,557 $606K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% No change 8,539 $605K
Pinnacle West Asset Management, Inc. 0.47% Add +0.2% 8,510 $603K
Bremer Bank National Association 0.12% Reduce -3.4% 8,508 $602K
Relative Value Partners Group, LLC 0.08% New 8,475 $600K
Lake Street Private Wealth, LLC 0.08% Add +0.9% 8,475 $600K
Goepper Burkhardt LLC 0.27% Add +5.0% 8,474 $600K
GYL Financial Synergies, LLC 0.05% Add +2.4% 8,454 $599K
Laurion Capital Management LP 0.02% Reduce -98.4% 8,443 $598K
Pinion Investment Advisors, LLC 0.30% Reduce -1.1% 8,425 $597K
Fiduciary Group, LLC 0.06% Reduce -2.6% 8,410 $596K
Symmetry Partners, LLC 0.03% Reduce -9.3% 8,381 $593K
New Century Financial Group, LLC 0.25% New 8,365 $592K
Opus Capital Group, LLC 0.08% Add +10.0% 8,359 $592K
Legacy Capital Wealth Partners, LLC 0.15% Add +205.0% 8,341 $591K
Steele Capital Management, Inc. 0.03% No change 8,325 $589K
Outlook Wealth Advisors, LLC 0.18% Reduce -0.9% 8,321 $589K
Nottingham Advisors, Inc. 0.07% New 8,319 $589K
Johnson & White Wealth Management, LLC 0.56% New 8,322 $589K
Insight Folios Inc 0.24% Reduce -2.3% 8,313 $589K
NWF Advisory Services Inc. 0.09% Add +15.4% 8,261 $585K
Grant/GrossMendelsohn, LLC 0.27% Add +0.4% 8,237 $583K
United Bank 0.07% Reduce -0.5% 8,220 $582K
Prossimo Advisors, LLC 0.53% Add +52.8% 8,211 $581K
Fayez Sarofim & Co 0.00% Add +37.7% 8,185 $580K
Private Capital Management, LLC 0.07% Reduce -2.3% 8,152 $577K
Aviso Wealth Management 0.34% Reduce -1.8% 8,143 $577K
FMA Wealth Management, LLC 0.47% Reduce -4.9% 8,138 $576K
Bank of New Hampshire 0.15% No change 8,132 $576K
Breakwater Capital Group 0.13% Add +8.7% 8,105 $574K
Saturna Capital Corp. 0.01% Add +11.8% 8,075 $572K
Schrum Private Wealth Management LLC 0.51% Reduce -2.1% 8,047 $570K
Focus Financial Network, Inc. 0.02% Add +7.6% 8,014 $568K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Reduce -0.7% 8,003 $567K
Partnership Wealth Management, LLC 0.42% No change 8,000 $566K
Brandywine Trust Co. 0.09% No change 8,000 $566K
CWS Financial Advisors, LLC 0.22% Reduce -1.0% 7,988 $566K
First City Capital Management, Inc. 0.32% Reduce -0.3% 7,964 $564K
Clean Yield Group 0.21% Reduce -12.6% 7,960 $564K
Charles Schwab Trust Co 0.05% Add +39.0% 7,949 $563K
Asahi Life Asset Management Co., LTD. 0.39% Add +70.5% 7,930 $562K
Oak Asset Management, LLC 0.21% Add +0.3% 7,924 $561K
Embree Financial Group 0.11% Reduce -1.3% 7,889 $559K
9258 Wealth Management, LLC 0.09% Reduce -11.2% 7,870 $557K
Advisor OS, LLC 0.06% Reduce -15.7% 7,865 $557K
InTrack Investment Management Inc 0.40% Add +8.1% 7,865 $557K
Aspiriant, LLC 0.02% Reduce -7.9% 7,861 $557K
Bridgefront Capital, LLC 0.23% New 7,859 $556K
Guerra Pan Advisors, LLC 0.47% No change 7,855 $556K
L2 Asset Management, LLC 0.17% Add +9.4% 7,851 $556K
Advance Capital Management, Inc. 0.03% No change 7,818 $554K
First Bancorp, Inc 0.41% Reduce -1.1% 7,817 $554K
Northwest Bancshares, Inc. 0.09% Reduce -1.5% 7,811 $553K
Tanglewood Legacy Advisors, LLC 0.26% No change 7,800 $552K
Keyes, Stange & Wooten Wealth Management, LLC 0.38% Add +76.4% 7,758 $549K
Stonebridge Capital Advisors LLC 0.05% Reduce -3.4% 7,756 $549K
ARS Wealth Advisors Group, LLC 0.07% Reduce -4.1% 7,743 $548K
Northern Capital Management, Inc. 0.37% No change 7,729 $547K
Kolinsky Wealth Management, LLC 0.39% Add +25.0% 7,710 $546K
Bowman & Co S.C. 0.32% New 7,692 $546K
Detalus Advisors, LLC 0.19% Reduce -0.9% 7,661 $542K
Boltwood Capital Management 0.17% Add +0.7% 7,655 $542K
Illinois Municipal Retirement Fund 0.01% No change 7,648 $542K
American Investment Services, Inc. 0.10% No change 7,638 $541K
Avidian Wealth Enterprises, LLC 0.03% Add +19.6% 7,634 $541K
Semus Wealth Partners LLC 0.42% Reduce -9.6% 7,629 $540K
Sound Financial Strategies Group, LLC 0.47% New 7,627 $540K
AlTi Global, Inc. 0.01% Add +37.7% 7,623 $540K
Taylor & Morgan Wealth Management, LLC 0.38% Reduce -20.8% 7,618 $539K
Alera Investment Advisors, LLC 0.06% Reduce -55.2% 7,589 $537K
Jeppson Wealth Management, LLC 0.20% Add +0.3% 7,566 $536K
Balefire, LLC 0.19% Reduce -45.6% 7,538 $534K
Douglas Lane & Associates, LLC 0.01% Reduce -3.9% 7,532 $533K
Flow State Investments, L.P. 0.29% New 7,514 $532K
Gallagher Fiduciary Advisors, LLC 0.12% New 7,513 $532K
Nwam LLC 0.16% Add +47.0% 7,500 $531K
Prestige Wealth Management Group LLC 0.11% Add +10.9% 7,466 $529K
Simon Quick Advisors, LLC 0.04% Add +65.7% 7,464 $529K
OMNI 360 Wealth, Inc. 0.40% Reduce -0.5% 7,455 $528K
Veracity Capital LLC 0.22% Add +0.6% 7,398 $524K
Alpha Omega Wealth Management LLC 0.10% Reduce -10.2% 7,387 $523K
Community Bank of Raymore 0.41% Reduce -61.5% 7,385 $523K
Allegheny Financial Group 0.15% Add +7.1% 7,379 $523K
Annex Advisory Services, LLC 0.02% Add +8.6% 7,364 $521K
Turtle Creek Wealth Advisors, LLC 0.12% Add +0.2% 7,359 $521K
Blueprint Investment Partners LLC 0.11% Add +26.9% 7,353 $521K
Strategic Blueprint, LLC 0.04% Add +1.2% 7,336 $519K
Powell Investment Advisors, LLC 0.27% Reduce -21.4% 7,330 $519K
Dominguez Wealth Management Solutions, Inc. 0.39% Reduce -0.9% 7,327 $519K
Fairscale Capital, LLC 0.46% — 7,180 $516K
Graham Capital Wealth Management, LLC 0.73% Add +1.3% 7,287 $516K
Costello Asset Management, INC 0.38% Reduce -10.7% 7,269 $515K
Midland Wealth Advisors, LLC 0.03% Reduce -10.3% 7,258 $514K
One Plus One Wealth Management, LLC 0.29% Reduce -31.2% 7,211 $511K
Rbo & Co. LLC 0.09% No change 7,200 $510K
High Net Worth Advisory Group LLC 0.15% Reduce -1.0% 7,189 $509K
Members Trust Co 0.02% Reduce -1.6% 7,188 $509K
First National Corp. /Ma/ 0.12% Reduce -21.2% 7,185 $509K
Foundations Investment Advisors, LLC 0.01% Add +13.0% 7,179 $508K
Larson Financial Group LLC 0.03% Add +437.7% 7,151 $506K
SevenBridge Financial Group, LLC 0.11% Reduce -1.4% 6,578 $506K
Frisch Financial Group, Inc. 0.15% Add +0.1% 7,142 $506K
Regent Peak Wealth Advisors LLC 0.12% Add +1.4% 7,143 $506K
Register Financial Advisors LLC 0.26% Add +36.5% 7,139 $506K
NTV Asset Management LLC 0.07% Reduce -0.5% 7,134 $505K
Clare Market Investments LLC 0.14% Add +9.6% 7,111 $504K
Well Done, LLC 0.10% Add +1.1% 7,057 $500K
Hurlow Wealth Management Group, Inc. 0.17% Reduce -2.6% 7,054 $499K
Grey Ledge Advisors, LLC 0.14% No change 7,046 $499K
Paulson Wealth Management Inc. 0.15% Reduce -17.4% 7,028 $498K
Heartwood Wealth Advisors LLC 0.06% No change 7,023 $497K
Level Financial Advisors 0.22% Reduce -0.8% 7,022 $497K
MKT Advisors LLC 0.25% Add +1.4% 6,884 $496K
Merrion Investment Management Co, LLC 0.34% No change 7,010 $496K
Permanent Capital Management, LP 0.10% — 7,112 $494K
Vigilare Wealth Management 0.22% New 6,972 $494K
Wealthspan Partners, LLC 0.27% Reduce -7.6% 6,962 $493K
Ullmann Wealth Partners Group, LLC 0.07% Add +4.3% 6,954 $492K
Mill Creek Capital Advisors, LLC 0.01% Reduce -15.5% 6,941 $491K
Peterson Wealth Services 0.17% New 6,930 $491K
Armstrong, Fleming & Moore, Inc 0.31% Reduce -31.7% 6,927 $491K
Delta Financial Advisors LLC 0.19% Add +0.6% 6,923 $490K
Creekside Partners 0.27% — 6,904 $489K
Destiny Wealth Partners, LLC 0.09% No change 6,887 $488K
LRI Investments, LLC 0.06% Add +138.7% 6,884 $487K
Dohj, LLC 0.12% Add +0.7% 6,867 $486K
Isthmus Partners, LLC 0.06% Reduce -1.1% 6,845 $485K
Ironwood Investment Counsel, LLC 0.09% Add +37.0% 6,840 $484K
Maxwell Wealth Strategies Inc. 0.24% Add +0.4% 6,828 $483K
Excalibur Management Corp. 0.20% Add +17.7% 6,759 $479K
Bill Few Associates, Inc. 0.18% Add +5.7% 6,746 $478K
Allstate Corp. 0.04% Add +6.8% 6,717 $476K
Sound Stewardship, LLC 0.29% No change 6,683 $473K
Cardiff Park Advisors, LLC 0.05% No change 6,680 $473K
Eagle Strategies LLC 0.09% New 6,676 $473K
Fruth Investment Management 0.13% No change 6,670 $472K
Everpar Advisors LLC 0.24% Add +37.3% 6,663 $472K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -0.4% 6,657 $471K
Atlas Private Wealth Advisors 0.08% Add +100.9% 6,631 $470K
Professional Advisory Services Inc. 0.06% Reduce -1.9% 6,624 $469K
Heritage Wealth Advisors 0.02% Add +0.0% 6,621 $469K
GSG Advisors LLC 0.17% Add +2.9% 6,699 $468K
Caldwell Sutter Capital, Inc. 0.23% Add +5.7% 6,596 $467K
Sheets Smith Wealth Management 0.06% Add +0.0% 6,595 $467K
Creative Financial Designs Inc. 0.04% Reduce -50.9% 6,588 $467K
Realta Investment Advisors 0.09% Add +51.6% 6,582 $466K
Forum Financial Management, LP 0.01% Add +3.0% 6,574 $465K
Personal Cfo Solutions, LLC 0.07% Reduce -58.3% 6,560 $465K
Atlanta Consulting Group Advisors, LLC 0.10% Add +25.1% 6,533 $463K
Armbruster Capital Management, Inc. 0.10% Reduce -5.7% 6,506 $461K
Chemung Canal Trust Co. 0.09% Reduce -19.7% 6,505 $461K
Journey Strategic Wealth LLC 0.02% New 6,497 $460K
Evexia Wealth LLC 0.17% Add +2.9% 6,304 $460K
Advisory Research Inc. 0.09% No change 6,485 $459K
Peconic Partners LLC 0.02% Reduce -97.4% 6,485 $459K
Argyle Capital Management, LLC 0.19% No change 6,468 $458K
Tributary Capital Management, LLC 0.04% Reduce -3.0% 6,466 $458K
American State Bank (Iowa) 0.29% No change 6,435 $456K
Baron Wealth Management LLC 0.24% Add +1.6% 6,433 $456K
Global X Japan Co., Ltd. 0.06% Reduce -11.6% 6,409 $454K
Y.D. More Investments Ltd 0.05% Reduce -5.4% 6,400 $453K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -0.1% 6,400 $453K
Measured Wealth Private Client Group, LLC 0.16% Add +0.8% 6,341 $449K
Palumbo Wealth Management LLC 0.19% Add +0.5% 6,331 $448K
KG Capital Management 0.15% Reduce -42.6% 6,327 $448K
Inceptionr LLC 0.13% New 6,321 $448K
Wedgewood Investors Inc. 0.53% — 6,277 $444K
Aaron Wealth Advisors LLC 0.06% Add +1.3% 6,225 $441K
Strategy Asset Managers LLC 0.10% Add +6.5% 5,873 $436K
Barnes Pettey Financial Advisors, LLC 0.37% No change 6,152 $436K
Tritonpoint Wealth, LLC 0.04% Reduce -1.2% 6,148 $435K
Oak Hill Wealth Advisors, LLC 0.13% — 6,137 $435K
American Trust Investment Advisors, LLC 0.21% No change 6,132 $434K
Kessler Investment Group, LLC 0.23% Add +4.4% 6,121 $433K
Dudley Capital Management, LLC 0.24% Reduce -0.9% 6,118 $433K
Westmount Partners, LLC 0.14% Reduce -10.6% 6,196 $433K
Samalin Investment Counsel, LLC 0.20% Add +4.4% 6,112 $433K
BSW Wealth Partners 0.07% Reduce -1.4% 6,105 $432K
Tradition Wealth Management, LLC 0.04% Add +2.8% 6,079 $430K
Cahill Financial Advisors Inc. 0.06% Add +1.5% 6,078 $430K
Guardian Capital Advisors LP 0.05% New 5,900 $430K
Argent Advisors, Inc. 0.17% No change 6,054 $429K
Drucker Wealth 3.0, LLC 0.11% — 6,048 $428K
Thrive Wealth Management, LLC 0.08% Add +2.1% 6,041 $428K
Jump Financial, LLC 0.01% New 6,030 $427K
Wealthspire Retirement, LLC 0.04% No change 6,014 $426K
Fortis Advisors, LLC 0.30% Add +20.0% 6,000 $425K
Ameliora Wealth Management Ltd. 0.19% No change 6,000 $425K
Athena Investment Management 0.26% No change 5,958 $422K
Horizon Wealth Management, LLC 0.10% Reduce -28.0% 5,938 $420K
Robinson Smith Wealth Advisors LLC 0.37% Add +0.3% 5,935 $420K
Cynosure Group, LLC 0.07% Reduce -5.9% 5,931 $420K
Ausdal Financial Partners, Inc. 0.04% Reduce -29.8% 5,921 $419K
Coastwise Capital Group, LLC 0.40% Reduce -25.9% 5,904 $418K
Gould Asset Management LLC 0.10% No change 5,884 $417K
REDW Wealth LLC 0.11% Reduce -2.0% 5,878 $416K
Sunpointe, LLC 0.27% Add +14.8% 5,866 $415K
Pointe Capital Management LLC 0.26% Reduce -16.4% 5,859 $415K
Summit X, LLC 0.09% Add +58.4% 5,848 $414K
Magnolia Capital Advisors LLC 0.23% Add +6.8% 5,846 $414K
Vicus Capital 0.04% Reduce -10.8% 5,841 $414K
Facet Wealth, Inc. 0.01% Add +7.1% 5,534 $411K
OneAscent Financial Services LLC 0.06% Add +3.1% 5,806 $411K
Oak Grove Capital LLC 0.11% New 5,800 $411K
WNY Asset Management, LLC 0.05% Add +3.8% 5,791 $410K
Jackson, Grant Investment Advisers, Inc. 0.17% No change 5,783 $410K
Royal Fund Management, LLC 0.06% Reduce -66.5% 5,777 $409K
Synergy Asset Management, LLC 0.06% Reduce -13.9% 5,772 $409K
Sawgrass Asset Management LLC 0.04% Add +20.3% 5,770 $409K
Susquehanna International Group Ltd. 0.10% New 5,754 $407K
Canopy Partners, LLC 0.19% Add +9.8% 5,752 $407K
Parcion Private Wealth LLC 0.04% Add +13.0% 5,735 $406K
Waters Parkerson & Co., LLC 0.02% No change 5,736 $406K
Central Bank & Trust Co. 0.06% Reduce -5.2% 5,726 $405K
MPS Loria Financial Planners, LLC 0.13% No change 5,724 $405K
McGlone Suttner Wealth Management, Inc. 0.08% Reduce -4.7% 6,672 $405K
Charter Research & Investment Group, Inc. 0.32% Reduce -1.2% 5,703 $404K
Union Savings Bank 0.21% Add +0.2% 5,694 $403K
Brogan Financial, Inc. 0.25% Add +1.0% 5,686 $403K
Bedell Frazier Investment Counselling, LLC 0.10% Reduce -0.4% 5,680 $402K
Synergy Financial Group, LTD 0.42% Reduce -0.4% 5,671 $402K
Novak & Powell Financial Services, Inc. 0.25% No change 5,670 $401K
Biltmore Family Office, LLC 0.07% Add +20.9% 5,655 $400K
First Trust Investment Solutions L.P. 0.06% Reduce -96.8% 5,647 $400K
Topel & Distasi Wealth Management, LLC 0.18% No change 5,643 $400K
PCA Investment Advisory Services Inc. 0.21% Add +0.3% 5,637 $399K
Berkeley Capital Partners, LLC 0.12% Add +5.0% 5,636 $399K
TFB Advisors LLC 0.13% Add +41.6% 5,617 $398K
Advisory Resource Group 0.09% Add +1.1% 5,612 $397K
Convergence Financial, LLC 0.10% New 5,608 $397K
Quent Capital, LLC 0.04% Add +11.6% 5,594 $396K
Consolidated Portfolio Review Corp 0.09% Add +40.3% 5,577 $395K
Old Mission Investment Co LLC 0.13% Reduce -0.2% 5,576 $395K
3Chopt Investment Partners, LLC 0.12% New 5,566 $394K
Advus Financial Partners, LLC 0.12% Add +5.0% 5,562 $394K
Strait & Sound Wealth Management LLC 0.20% No change 5,560 $394K
Fidelity D & D Bancorp Inc. 0.30% Reduce -2.1% 5,552 $393K
Pine Haven Investment Counsel, Inc 0.34% No change 5,535 $392K
Resonant Capital Advisors, LLC 0.03% Add +6.3% 5,515 $391K
Carolinas Wealth Consulting LLC 0.08% Add +1.0% 5,505 $390K
Alta Advisers Ltd 0.19% No change 5,500 $389K
Taylor Hoffman Wealth Management 0.16% Reduce -1.5% 5,571 $389K
Seven Mile Advisory 0.29% Add +8.8% 5,496 $389K
Sienna Gestion 0.03% Reduce -26.3% 5,470 $387K
Weaver Capital Management LLC 0.12% New 5,450 $386K
Chicago Capital, LLC 0.01% Add +11.3% 5,419 $384K
Sanders Morris Harris LLC 0.06% No change 5,418 $384K
Hummer Financial Advisory Services Inc 0.33% Reduce -12.9% 5,400 $382K
Plotkin Financial Advisors, LLC 0.25% No change 5,400 $382K
MV Capital Management, Inc. 0.04% Add +4.7% 5,399 $382K
Gateway Wealth Partners, LLC 0.12% Add +2.3% 5,395 $382K
Heritage Investment Group, Inc. 0.05% No change 5,392 $382K
Kades & Cheifetz LLC 0.24% Add +3.6% 5,389 $382K
Seeds Investor LLC 0.20% Add +8.4% 5,388 $381K
First Commonwealth Financial Corp 0.10% Reduce -1.7% 5,372 $380K
Pacific Center for Financial Services 0.11% Add +0.2% 5,367 $380K
Eldridge Investment Advisors, Inc. 0.10% Add +0.8% 5,373 $380K
CYBER HORNET ETFs LLC 0.41% Add +0.8% 5,361 $380K
Leelyn Smith, LLC 0.07% No change 5,353 $379K
Wealth Management Associates, Inc. 0.18% No change 5,352 $379K
Peak Asset Management, LLC 0.07% No change 5,347 $379K
Ballast, Inc. 0.12% Reduce -2.5% 5,343 $378K
Old North State Trust, LLC 0.33% No change 5,343 $378K
Landaas & Co. /Wi 0.11% No change 5,320 $377K
Zimmermann Investment Management & Planning LLC 0.13% New 5,323 $377K
Richard P Slaughter Associates Inc 0.09% No change 5,316 $376K
Carmichael Hill & Associates, Inc. 0.15% No change 5,314 $376K
Aveo Capital Partners, LLC 0.04% Reduce -44.6% 5,302 $375K
Sather Financial Group Inc 0.03% No change 5,300 $375K
Quadrant Private Wealth Management, LLC 0.09% Add +8.5% 5,299 $375K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 5,297 $375K
McDaniel Terry & Co. 0.03% Reduce -14.0% 5,285 $374K
Meritage Portfolio Management 0.02% Reduce -0.1% 5,248 $372K
Kozak & Associates, Inc. 0.09% Add +0.7% 5,173 $372K
Curated Wealth Partners LLC 0.05% — 5,239 $371K
Childress Capital Advisors, LLC 0.10% Add +6.7% 5,233 $371K
GPS Wealth Strategies Group, LLC 0.06% Add +0.9% 5,231 $370K
Garden State Investment Advisory Services LLC 0.13% Reduce -1.1% 5,221 $370K
Capstone Investment Advisors, LLC 0.02% Reduce -77.6% 5,226 $370K
Bouchey Financial Group, Ltd. 0.04% Add +1.0% 5,237 $370K
Rappaport Reiches Capital Management, LLC 0.11% Add +21.5% 5,208 $369K
nVerses Capital, LLC 0.22% New 5,200 $368K
Peoples Bank 0.19% Add +38.4% 5,192 $368K
Drive Wealth Management, LLC 0.10% Add +37.5% 5,187 $367K
MJP Associates Inc. 0.08% Add +9.9% 5,185 $367K
Atlas Wealth Partners, LLC 1.55% Add +2.0% 5,180 $367K
Plan Group Financial, LLC 0.22% New 5,181 $367K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.1% 5,168 $366K
Frazier Financial Advisors, LLC 0.29% Reduce -2.0% 5,159 $365K
Saxony Capital Management, LLC 0.40% Reduce -7.1% 5,153 $365K
Guyasuta Investment Advisors Inc. 0.03% No change 5,995 $364K
Gries Financial LLC 0.07% Add +22.1% 5,136 $364K
Rockbridge Investment Management, LCC 0.05% Add +1.4% 5,134 $364K
Pathway Financial Advisors LLC 0.10% No change 5,120 $363K
Covenant Asset Management, LLC 0.08% Reduce -8.3% 5,103 $361K
Raleigh Capital Management Inc. 0.15% Add +6.1% 5,100 $361K
Philadelphia Trust Co. 0.03% Reduce -0.4% 5,100 $361K
TCI Wealth Advisors, Inc. 0.03% Reduce -1.4% 5,088 $360K
Private Management Group Inc. 0.01% Add +54.0% 5,076 $359K
BCS Wealth Management 0.17% No change 5,073 $359K
Aspen Grove Capital, LLC 0.08% Add +0.8% 5,061 $358K
LGL Partners, LLC 0.05% Add +0.1% 5,034 $356K
Towercrest Capital Management 0.06% Add +24.4% 5,031 $356K
Pension & Wealth Management Advisors, Inc. 0.20% No change 5,031 $356K
Warren Street Wealth Advisors, LLC 0.18% Add +3.4% 5,008 $355K
Washington Trust Bank 0.04% Reduce -5.2% 5,006 $354K
Magnolia Capital Management Ltd. 0.30% No change 4,994 $354K
Ridgecrest Wealth Partners, LLC 0.21% No change 4,996 $354K
Cedar Point Capital Partners, LLC 0.26% Add +1.0% 4,991 $353K
Crewe Advisors LLC 0.04% Reduce -5.1% 4,988 $353K
Dean Investment Associates, LLC 0.05% No change 4,984 $353K
Investment Partners, LTD. 0.16% Add +0.3% 4,978 $352K
LifePlan Financial, LLC 0.32% Reduce -1.1% 4,967 $352K
First American Bank 0.03% Reduce -2.6% 4,965 $352K
Fortitude Family Office, LLC 0.20% Add +1512.4% 4,934 $349K
Chelsea Counsel Co. 0.17% No change 4,920 $348K
First National Bank Sioux Falls 0.18% No change 4,918 $348K
Cetera Trust Company, N.A 0.22% No change 4,904 $347K
Howland Capital Management LLC 0.02% Reduce -8.1% 4,895 $347K
Morningstar Investment Management LLC 0.04% No change 4,891 $346K
Summitry LLC 0.02% Reduce -3.2% 4,886 $346K
Patrick M Sweeney & Associates, Inc. 0.28% Add +11.3% 4,837 $342K
Neumann Capital Management, LLC 0.12% Add +54.2% 4,834 $342K
Wambolt & Associates, LLC 0.10% Reduce -3.8% 4,895 $342K
Apexium Financial, LP 0.02% Add +0.9% 4,826 $342K
Financial Engines Advisors L.L.C. 0.00% Reduce -11.7% 4,813 $341K
Trust Co. of Oklahoma 0.12% Add +2.1% 4,805 $340K
Allen Capital Group, LLC 0.05% New 4,802 $340K
Swisher Financial Concepts, Inc. 0.34% Reduce -3.0% 4,824 $340K
DE Burlo Group Inc. 0.05% No change 4,800 $340K
Clay Northam Wealth Management, LLC 0.26% Reduce -3.9% 4,789 $339K
Navalign, LLC 0.11% Reduce -5.5% 4,785 $339K
MSH Capital Advisors LLC 0.11% Add +0.0% 4,784 $339K
Syntegra Private Wealth Group, LLC 0.04% Add +1.3% 4,767 $338K
Holistic Financial Partners 0.17% Add +6.2% 4,767 $338K
Counterweight Ventures, LLC 0.25% No change 4,757 $337K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -0.3% 4,756 $337K
Sivia Capital Partners, LLC 0.22% Add +33.5% 4,743 $336K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -2.9% 4,740 $336K
Prairie Sky Financial Group LLC 0.21% Add +0.7% 4,727 $335K
Horan Securities, Inc. 0.14% Add +0.1% 4,704 $333K
Valley National Advisers Inc. 0.05% Add +0.8% 4,691 $332K
Arlington Trust Co LLC 0.08% Add +110.3% 4,685 $332K
Wealth Architects, LLC 0.04% Add +5.5% 4,671 $331K
Lockerman Financial Group, Inc. 0.60% Add +40.0% 4,664 $330K
Griffin Asset Management, Inc. 0.04% Add +3.6% 4,662 $330K
GoalFusion Wealth Management, LLC 0.20% No change 4,660 $330K
New Covenant Trust Company, N.A. 0.38% Reduce -0.4% 4,580 $330K
E Fund Management Co., Ltd. 0.02% New 4,653 $329K
Cahaba Wealth Management, Inc. 0.03% Add +1.7% 4,644 $329K
Nichols & Pratt Advisers LLP 0.02% Reduce -14.8% 4,621 $327K
Cloverfields Capital Group, LP 0.11% Add +5.7% 4,620 $327K
Mayport, LLC 0.12% No change 4,617 $327K
Meridian Wealth Advisors, LLC 0.06% Add +22.2% 4,602 $326K
Rogco, LP 0.13% Reduce -1.3% 4,597 $326K
Cape Investment Advisory, Inc. 0.15% Add +0.4% 4,579 $324K
Delta Asset Management LLC 0.03% Add +1.9% 4,574 $324K
Keb Asset Management, LLC 0.11% No change 4,567 $323K
German American Bancorp, Inc. 0.04% Add +9.6% 4,562 $323K
City Center Advisors, LLC 0.38% No change 5,054 $323K
King Wealth Management Group 0.05% No change 4,568 $323K
Vernal Point Advisors, LLC 0.23% No change 4,548 $322K
Hayek Kallen Investment Management 0.12% No change 4,535 $321K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -2.6% 4,533 $321K
Astoria Portfolio Advisors LLC. 0.11% Reduce -4.0% 4,531 $321K
Debussy Capital Management LP 0.09% Add +7.8% 4,522 $320K
Pinnacle Bancorp, Inc. 0.09% Add +3.5% 4,511 $319K
Nicholas Hoffman & Company, LLC. 0.01% Add +10.0% 4,507 $319K
Moss Adams Wealth Advisors LLC 0.04% New 4,498 $319K
FDx Advisors, Inc. 0.09% Reduce -88.4% 4,493 $318K
Armstrong Advisory Group, Inc. 0.03% Reduce -5.7% 4,488 $318K
Walker Asset Management, LLC 0.21% Add +0.6% 4,477 $317K
Pegasus Partners Ltd. 0.03% New 4,477 $317K
Wealth Group, Ltd. 0.23% Add +3.6% 4,473 $317K
Skyline Advisors, Inc. 0.14% Reduce -0.0% 4,471 $317K
Thomas Story & Son LLC 0.14% No change 4,464 $316K
Nemes Rush Group LLC 0.04% Reduce -11.8% 4,451 $315K
Zhang Financial LLC 0.02% Add +2.2% 4,427 $313K
Global Strategic Investment Solutions, LLC 0.04% Reduce -8.5% 4,427 $313K
Johnson Financial Group, Inc. 0.02% Add +3.5% 4,418 $313K
Ashton Thomas Securities, LLC 0.08% — 5,127 $312K
Israel Discount Bank of New York 0.50% Reduce -27.5% 4,410 $312K
Opes Wealth Management LLC 0.07% Add +5.2% 4,410 $312K
Hanson & Doremus Investment Management 0.05% Add +2.8% 4,408 $312K
TMD Wealth Management, LLC 0.07% Reduce -21.0% 4,404 $312K
Laffer Tengler Investments, Inc. 0.08% Add +3.5% 4,401 $312K
TriaGen Wealth Management LLC 0.12% No change 4,396 $311K
Evanson Asset Management, LLC 0.02% Reduce -15.3% 4,395 $311K
Liberty Wealth Management LLC 0.06% Add +159.2% 10,116 $311K
Virtu Financial LLC 0.02% New 4,387 $311K
Blossom Wealth Management 0.68% No change 4,385 $311K
Fairhaven Wealth Management, LLC 0.10% Add +2.2% 4,385 $311K
Stanley-Laman Group, Ltd. 0.04% Add +3.2% 4,381 $310K
Castle Rock Wealth Management, LLC 0.08% Add +0.1% 4,427 $309K
Revolve Wealth Partners, LLC 0.05% Reduce -1.4% 4,370 $309K
Colonial River Investments, LLC 0.16% Reduce -0.3% 4,328 $306K
Pingora Partners LLC 0.22% No change 4,325 $306K
Amplius Wealth Advisors, LLC 0.03% Add +0.5% 4,314 $305K
Lawson Kroeker Investment Management Inc. 0.06% No change 4,300 $304K
Stevens Capital Management LP 0.10% Reduce -14.1% 4,295 $304K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -19.8% 4,257 $301K
Norden Group LLC 0.06% New 4,254 $301K
Hibernia Wealth Partners, LLC 0.10% New 4,252 $301K
LongView Wealth Management 0.11% New 4,238 $300K
CJM Wealth Advisers, Ltd. 0.11% No change 4,281 $299K
Kirtland Hills Capital Management, LLC 0.25% Add +5.2% 4,223 $299K
Tiemann Investment Advisors, LLC 0.13% Add +2.4% 4,222 $299K
Tandem Wealth Advisors LLC 0.16% No change 4,204 $298K
SYSTM Wealth Solutions LLC 0.07% Reduce -20.2% 4,199 $297K
Pavion Blue Capital, LLC 0.15% No change 4,196 $297K
GW&K Investment Management, LLC 0.00% Reduce -2.0% 4,193 $297K
Intrepid Capital Management Inc. 0.19% Add +14.5% 4,187 $296K
Jacobson & Schmitt Advisors, LLC 0.07% New 4,174 $296K
Arax Advisory Partners 0.03% Add +385.0% 4,171 $295K
Peregrine Asset Advisers, Inc. 0.12% Reduce -36.7% 4,152 $294K
Salomon & Ludwin, LLC 0.03% Reduce -42.1% 4,150 $294K
Hilltop National Bank 0.09% No change 4,148 $294K
Foguth Wealth Management, LLC. 0.13% Add +11.3% 4,145 $294K
White Pine Capital LLC 0.11% Add +0.1% 4,143 $293K
Legend Financial Advisors, Inc. 0.21% Reduce -0.6% 4,141 $293K
Centerpoint Advisors, LLC 0.11% No change 4,136 $293K
McAdam, LLC 0.02% Add +3.8% 4,135 $293K
West Family Investments, Inc. 0.09% New 4,128 $292K
Geller Advisors LLC 0.02% Add +2.7% 4,128 $292K
Cordgrass Capital Advisors, LLC 0.09% New 4,125 $292K
Q3 Asset Management 0.07% New 4,135 $292K
CPC Advisors, LLC 0.05% No change 4,118 $292K
Fermata Advisors, LLC 0.07% Reduce -33.5% 4,113 $291K
Koss-Olinger Consulting, LLC 0.03% New 4,111 $291K
SignalPoint Asset Management, LLC 0.08% Add +0.2% 4,108 $291K
Eagle Bay Advisors LLC 0.18% Reduce -8.0% 4,107 $291K
Bank of Marin 0.25% Reduce -7.7% 4,107 $291K
LaFleur & Godfrey LLC 0.04% No change 4,100 $290K
Optas, LLC 0.07% Add +21.4% 4,088 $289K
Buttonwood Financial Advisors Inc. 0.14% Reduce -7.3% 4,076 $289K
Leo Wealth, LLC 0.03% Add +13.6% 4,078 $289K
Rosenbaum Jay D. 1.66% Reduce -7.5% 4,074 $288K
Chemistry Wealth Management LLC 0.07% Reduce -0.0% 4,061 $288K
STAR Financial Bank 0.22% Add +8.3% 4,054 $287K
Alliance Wealth Management Group 0.08% Add +0.6% 4,054 $287K
Accredited Investors Inc. 0.02% Add +7.7% 4,052 $287K
MBE Wealth Management, LLC 0.17% Add +2.0% 4,030 $285K
Shufro Rose & Co. LLC 0.02% Add +14.0% 4,021 $285K
Key Financial Inc 0.07% No change 4,015 $284K
FSB Premier Wealth Management, Inc. 0.13% Reduce -8.2% 4,009 $284K
Harbert Fund Advisors, LLC 0.23% New 4,000 $283K
Adalta Capital Management LLC 0.15% No change 4,000 $283K
Sunflower Bank, N.A. 0.07% Reduce -1.8% 3,970 $281K
Eight 31 Financial, LLC 0.22% New 3,965 $281K
Safeguard Financial, LLC 0.08% New 3,952 $280K
Villere St Denis J & Co. LLC 0.02% Reduce -11.2% 3,950 $280K
Fi3 FINANCIAL ADVISORS, LLC 0.12% Reduce -3.4% 3,940 $279K
Pinnacle Wealth Management Group, Inc. 0.19% Add +17.4% 3,939 $279K
Marshall & Sullivan Inc. 0.14% No change 3,932 $278K
Fiducient Advisors LLC 0.04% Add +2.6% 3,925 $278K
Thompson Siegel & Walmsley LLC 0.00% Add +5.4% 3,893 $276K
Bradley & Co. Private Wealth Management, LLC 0.20% No change 3,894 $276K
Luts & Greenleigh Group, Inc. 0.29% — 3,892 $276K
Cedrus LLC 0.14% Reduce -3.1% 3,876 $274K
ARS Investment Partners, LLC 0.03% Add +0.1% 3,876 $274K
Austin Wealth Management, LLC 0.06% Add +0.4% 3,674 $274K
Congress Park Capital LLC 0.11% Reduce -3.1% 3,875 $274K
First Nebraska Trust Co 0.03% No change 3,872 $274K
Jacobsen Capital Management 0.12% Add +12.3% 3,864 $274K
Highview Capital Management LLC 0.11% No change 3,864 $274K
Stonekeep Investments, LLC 0.22% — 3,861 $273K
Mirador Capital Partners LP 0.05% Reduce -28.3% 3,859 $273K
Wealth Dimensions Group, Ltd. 0.08% Add +21.6% 3,857 $273K
Revisor Wealth Management LLC 0.19% Reduce -38.9% 3,857 $273K
Kepos Capital LP 0.11% Reduce -33.4% 3,842 $272K
Gratus Wealth Advisors, LLC 0.05% Add +1.3% 3,770 $271K
Alkeme Wealth, LLC 0.13% Reduce -9.4% 3,828 $271K
Aprio Wealth Management, LLC 0.05% Add +16.7% 3,827 $271K
Opal Wealth Advisors, LLC 0.09% New 3,815 $270K
A. D. Beadell Investment Counsel, Inc. 0.23% New 3,800 $269K
Bruce G. Allen Investments, LLC 0.23% Add +8.0% 3,791 $268K
New Republic Capital, LLC 0.13% Reduce -2.5% 3,790 $268K
USA Financial Formulas 0.04% New 3,787 $268K
Cassady Schiller Wealth Management, LLC 0.11% No change 3,786 $268K
Mengis Capital Management, Inc. 0.05% Reduce -22.0% 3,780 $268K
Sittner & Nelson, LLC 0.13% Reduce -5.0% 3,776 $267K
Apriem Advisors 0.03% Reduce -1.1% 3,771 $267K
CarsonAllaria Wealth Management, Ltd. 0.16% Add +13.9% 3,762 $266K
ORBA Wealth Advisors, L.L.C. 0.14% Add +13.3% 3,761 $266K
Fielder Capital Group LLC 0.10% Add +2.3% 3,758 $266K
Corrado Advisors, LLC 0.17% No change 3,753 $266K
Wimmer Associates 1, LLC 0.14% No change 3,750 $266K
Invera Wealth Advisors, LLC 0.27% New 3,540 $264K
L. Roy Papp & Associates, LLP 0.03% Reduce -10.8% 3,731 $264K
GW Henssler & Associates Ltd. 0.02% Add +3.4% 3,731 $264K
Significant Wealth Partners LLC 0.15% Add +0.2% 3,727 $264K
Schneider Downs Wealth Management Advisors, LP 0.06% Reduce -9.1% 3,726 $264K
Hazlett, Burt & Watson, Inc. 0.13% Add +38.0% 3,741 $262K
Davies Financial Advisors, Inc. 0.24% Add +7.1% 3,690 $261K
Flaharty Asset Management, LLC 0.04% Reduce -31.9% 3,690 $261K
BCK Partners, Inc. 0.14% Add +3.8% 3,687 $261K
Mosaic Financial Group, LLC 0.19% Add +1.9% 3,691 $261K
Advantage Trust Co 0.19% No change 3,685 $261K
First Hawaiian Bank 0.01% Reduce -3.8% 3,685 $261K
Alpha Family Trust 0.15% New 3,660 $259K
Glassy Mountain Advisors, Inc. 0.10% No change 3,660 $259K
Sunburst Financial Group, LLC 0.07% Reduce -0.1% 3,656 $259K
J.Safra Asset Management Corp 0.03% Add +34.5% 3,653 $259K
Pacifica Partners Inc. 0.11% Add +1.5% 3,577 $257K
Apella Capital, LLC 0.01% Reduce -0.6% 3,558 $257K
Rockport Wealth LLC 0.11% No change 3,617 $256K
Concentric Wealth Management, LLC 0.07% Reduce -0.4% 3,612 $256K
Clear Harbor Asset Management, LLC 0.02% Add +2.6% 3,612 $256K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -29.4% 3,606 $255K
BIP Wealth, LLC 0.02% Reduce -7.7% 3,597 $255K
Leisure Capital Management 0.12% Add +1.2% 3,593 $254K
Willow Creek Wealth Management Inc. 0.03% Reduce -7.7% 3,580 $254K
Vertex Planning Partners, LLC 0.07% Reduce -6.6% 3,577 $253K
Full Sail Capital, LLC 0.02% Reduce -7.7% 3,577 $253K
PBMares Wealth Management LLC 0.06% Reduce -12.1% 3,575 $253K
Janiczek Wealth Management, LLC 0.05% Reduce -3.5% 3,567 $253K
PGIM Custom Harvest LLC 0.01% New 3,559 $252K
Etesian Wealth Advisors, Inc. 0.14% No change 3,555 $252K
Meridian Wealth Partners, LLC 0.04% Add +7.0% 3,538 $250K
DGS Capital Management, LLC 0.07% Add +6.1% 3,531 $250K
Tyler-Stone Wealth Management 0.10% Add +0.0% 3,525 $250K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% Reduce -4.0% 3,522 $249K
Paces Ferry Wealth Advisors, LLC 0.15% No change 3,514 $249K
Regal Investment Advisors LLC 0.02% Add +11.0% 3,503 $248K
Certified Advisory Corp 0.03% Reduce -9.8% 3,501 $248K
Versant Capital Management, Inc 0.06% Reduce -11.8% 3,496 $248K
Rosenberg Matthew Hamilton 0.07% Reduce -16.2% 3,525 $246K
Trustmark Bank Trust Department 0.02% Reduce -6.1% 3,468 $246K
JB Capital LLC 0.02% Add +2.5% 3,461 $245K
Smith Anglin Financial, LLC 0.02% Reduce -2.3% 3,444 $244K
Trust Co of the South 0.06% No change 3,434 $243K
Harvey Investment Co. LLC 0.03% No change 3,432 $243K
Sage Private Wealth Group, LLC 0.20% New 3,429 $243K
Heartland Bank & Trust Co 0.14% Add +3.4% 3,420 $242K
Kaizen Financial Strategies 0.15% New 3,257 $242K
Watershed Private Wealth LLC 0.10% No change 3,415 $242K
Alpha Financial Partners LLC 0.21% Reduce -22.8% 3,414 $242K
Portland Global Advisors LLC 0.03% No change 3,412 $242K
Citizens Business Bank 0.05% Add +5.7% 3,409 $241K
Future Financial Wealth Managment LLC 0.21% Reduce -22.7% 3,400 $241K
RDA Financial Network 0.08% Reduce -1.8% 3,392 $240K
Garde Capital, Inc. 0.02% No change 3,390 $240K
AlphaStar Capital Management, LLC 0.02% Reduce -2.8% 3,384 $240K
Legacies Wealth LLC 0.21% No change 3,376 $239K
Cottonwood Capital Advisors, LLC 0.19% Reduce -12.3% 3,307 $239K
Capital Management Associates, Inc 0.14% New 3,366 $238K
Avalon Capital Management 0.08% New 3,364 $238K
FMFE Wealth Management, LLC 0.22% No change 3,357 $238K
Calydon Capital 0.04% Reduce -2.0% 3,353 $237K
Wealthgarden F.S. LLC 0.25% — 3,351 $237K
Sage Advisors, LLC 0.19% No change 3,336 $236K
Carmel Capital Partners, LLC 0.10% New 3,336 $236K
Angeles Wealth Management, LLC 0.02% Add +3.2% 3,333 $236K
Loudon Investment Management, LLC 0.14% New 3,303 $234K
Meridian Financial Advisors, LLC 0.17% No change 3,302 $234K
Rational Advisors, Inc. 0.02% Add +69.9% 3,285 $233K
Warwick Investment Management, Inc. 0.05% New 3,277 $232K
Tanager Wealth Management LLP 0.03% New 3,271 $232K
Trinity Financial Advisors LLC 0.10% No change 3,252 $230K
Jmac Enterprises LLC 0.04% Reduce -69.8% 3,235 $229K
Affinity Capital Advisors, LLC 0.05% No change 3,223 $228K
LMG Wealth Partners, LLC 0.06% No change 3,219 $228K
Crew Capital Management, Ltd 0.18% Reduce -0.5% 3,217 $228K
Centennial Bank 0.11% Reduce -1.1% 3,208 $227K
Perennial Investment Advisors, LLC 0.03% Reduce -0.8% 3,206 $227K
Broadwater Capital Management LLC 0.17% No change 3,206 $227K
Wellspring Financial Advisors, LLC 0.03% New 3,202 $227K
New World Advisors LLC 0.06% No change 3,200 $227K
IAG Wealth Partners, LLC 0.05% No change 3,200 $227K
Rempart Asset Management Inc. 0.04% New 3,200 $227K
Granite Investment Partners, LLC 0.01% No change 3,200 $227K
Regatta Capital Group, LLC 0.05% No change 3,197 $226K
Vantage Consulting Group Inc 0.17% Reduce -22.3% 3,193 $226K
Riggs Asset Managment Co. Inc. 0.07% No change 3,188 $226K
Marco Investment Management LLC 0.02% No change 3,168 $224K
Connors Investor Services Inc. 0.02% Reduce -12.7% 3,165 $224K
Marathon Capital Management 0.06% Reduce -6.0% 3,150 $223K
Am Investment Strategies LLC 0.06% New 3,149 $223K
Sargent Investment Group, LLC 0.05% New 3,147 $223K
JFS Wealth Advisors, LLC 0.02% Reduce -4.9% 3,145 $223K
Redhawk Wealth Advisors, Inc. 0.03% New 3,131 $222K
TRUE Private Wealth Advisors 0.03% New 3,126 $221K
Capital Advisors, Ltd. LLC 0.03% Add +3.5% 3,124 $221K
Appleton Partners Inc. 0.02% Reduce -5.1% 3,121 $221K
Rain Capital Management, LLC 0.16% New 2,753 $220K
Fortitude Advisory Group L.L.C. 0.13% Reduce -7.7% 3,096 $219K
Twin Lakes Capital Management, LLC 0.15% Add +0.2% 3,095 $219K
Elgethun Capital Management 0.06% Reduce -1.4% 3,094 $219K
Sage Rhino Capital LLC 0.05% New 3,091 $219K
GDS Wealth Management 0.02% New 3,081 $218K
Ogorek Anthony Joseph /NY/ 0.08% Add +0.3% 3,079 $218K
ORG Partners LLC 0.03% Add +902.6% 3,108 $218K
Auxano Advisors, LLC 0.06% Reduce -2.6% 3,067 $217K
Canton Hathaway, LLC 0.06% No change 3,063 $217K
Kelly Lawrence W & Associates Inc. 0.05% No change 3,060 $217K
Mayfair Advisory Group, LLC 0.15% New 2,847 $216K
Strategic Investment Solutions, Inc. 0.07% — 2,831 $215K
Acorn Financial Advisory Services Inc. 0.04% New 3,034 $215K
Southland Equity Partners LLC 0.06% New 3,018 $214K
GC Wealth Management RIA, LLC 0.04% Reduce -9.2% 3,014 $213K
N.E.W. Advisory Services LLC 0.02% New 3,014 $213K
Chilton Capital Management LLC 0.01% Reduce -1.1% 3,007 $213K
Stockman Wealth Management, Inc. 0.04% Reduce -9.5% 3,006 $213K
SMART Wealth LLC 0.09% New 3,003 $213K
Cornerstone Capital, Inc. 0.02% New 3,000 $212K
Northwest Wealth Management, LLC 0.05% New 2,997 $212K
Sfmg, LLC 0.02% New 2,989 $212K
Lee Financial Co 0.03% New 2,984 $211K
Axiom Advisory, LLC 0.00% New 2,976 $211K
Insight Advisors, LLC/ PA 0.04% New 2,979 $211K
Sugarloaf Wealth Management, LLC 0.04% Add +0.5% 2,970 $210K
Lakeshore Financial Planning, Inc. 0.10% New 2,968 $210K
Second Line Capital, LLC 0.06% New 2,958 $209K
Anchor Capital Advisors LLC 0.01% New 2,955 $209K
Invenio Wealth Partners LLC 0.10% Reduce -6.8% 2,953 $209K
McLean Asset Management Corp 0.07% New 2,858 $208K
Power Wealth Management LLC 0.10% Reduce -41.5% 2,937 $208K
Bray Capital Advisors 0.05% No change 2,933 $208K
Financial Security Advisor, Inc. 0.07% New 2,931 $208K
IFG Advisors, LLC 0.05% New 2,928 $207K
Arvest Trust Co. N A 0.01% New 2,924 $207K
Merriman Wealth Management, LLC 0.01% New 2,906 $206K
NBW Capital LLC 0.04% Reduce -27.4% 2,893 $205K
Dempze Nancy E 0.14% New 2,882 $204K
Sawyer & Company, Inc 0.08% No change 2,882 $204K
Financial Advisors, LLC 0.04% New 2,880 $204K
Canvas Wealth Advisors, LLC 0.06% New 2,733 $203K
WMS Partners, LLC 0.01% New 2,862 $203K
Horizon Kinetics Asset Management LLC 0.00% New 2,860 $203K
Leslie Global Wealth, LLC 0.12% — 2,855 $202K
TFC Financial Management, Inc. 0.04% Reduce -16.0% 2,849 $202K
Planning Capital Management Corp 0.14% Reduce -3.2% 2,841 $201K
Madrona Financial Services, LLC 0.06% New 2,839 $201K
Moneywise, Inc. 0.11% New 2,836 $201K
Orion Capital Management LLC 0.10% No change 2,813 $199K
Gables Capital Management Inc. 0.10% Reduce -8.6% 2,752 $195K
Annapolis Financial Services, LLC 0.06% No change 2,721 $193K
Godsey & Gibb, Inc. 0.02% Add +43.4% 2,718 $192K
Hall Laurie J Trustee 0.07% Reduce -8.4% 2,720 $192K
Riverview Trust Co 0.17% Add +40.4% 2,595 $184K
Loomis Sayles & Co. L P 0.00% Add +0.9% 2,557 $181K
Atlantic Edge Private Wealth Management, LLC 0.06% No change 2,493 $177K
Ossiam 0.00% Reduce -87.1% 2,455 $174K
Beaird Harris Wealth Management, LLC 0.02% Reduce -3.8% 2,448 $173K
Cultivar Capital, Inc. 0.14% New 2,400 $170K
Widmann Financial Services, Inc. 0.14% New 2,400 $170K
Optimum Investment Advisors 0.08% No change 2,400 $170K
Global Financial Private Client, LLC 0.07% No change 2,329 $165K
Horizon Bancorp Inc. 0.08% Add +13.9% 2,272 $161K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +42.5% 2,275 $161K
Trust Co 0.02% No change 2,260 $160K
Evergreen Private Wealth LLC 0.08% Add +4.7% 2,258 $160K
Camelot Portfolios, LLC 0.09% New 2,173 $154K
Gilliland Jeter Wealth Management LLC 0.05% No change 2,131 $151K
Westside Investment Management, Inc. 0.03% No change 2,119 $150K
Hoey Investments, Inc. 0.03% Reduce -10.4% 2,041 $145K
Strategic Financial Concepts, LLC 0.08% New 69,981 $144K
Hanseatic Management Services Inc. 0.21% Add +0.7% 2,018 $143K
Elevation Wealth Partners, LLC 0.07% No change 2,000 $142K
Custom Portfolio Group LLC 0.11% No change 1,992 $141K
Deseret Mutual Benefit Administrators 0.07% Add +6.6% 1,983 $140K
Lynx Investment Advisory 0.10% — 1,983 $140K
Ridgewood Investments LLC 0.07% New 1,951 $138K
Silvant Capital Management LLC 0.01% No change 1,944 $138K
Empirical Asset Management, LLC 0.05% New 19,866 $134K
Glass Jacobson Investment Advisors llc 0.05% No change 1,858 $132K
Winch Advisory Services, LLC 0.04% Add +0.7% 1,856 $131K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 1,812 $128K
Triad Wealth Partners, LLC 0.07% New 1,810 $128K
TD Capital Management LLC 0.01% Add +0.1% 1,775 $126K
Mendota Financial Group, LLC 0.07% Reduce -1.6% 1,772 $125K
West Branch Capital LLC 0.05% No change 1,770 $125K
Olistico Wealth, LLC 0.08% New 1,716 $122K
TruNorth Capital Management, LLC 0.04% Add +112.5% 1,700 $120K
Financial Management Professionals, Inc. 0.02% Add +4.2% 1,690 $120K
Beacon Capital Management, LLC 0.02% Add +522.4% 1,693 $120K
Dunhill Financial, LLC 0.07% Add +181.3% 1,688 $120K
Mowery & Schoenfeld Wealth Management, LLC 0.17% No change 1,680 $119K
Blume Capital Management, Inc. 0.03% No change 1,626 $115K
Catalyst Capital Advisors LLC 0.00% Add +560.7% 1,612 $114K
Dogwood Wealth Management LLC 0.07% Add +0.7% 1,611 $114K
Spectrum Wealth Counsel, LLC 0.01% Reduce -7.0% 1,600 $113K
Acima Private Wealth, LLC 0.04% Reduce -36.9% 1,592 $113K
Addison Advisors LLC 0.04% Add +6.1% 1,583 $112K
Davis Capital Management 0.10% Reduce -24.8% 1,599 $112K
Castleark Management LLC 0.00% No change 1,560 $110K
AllSquare Wealth Management LLC 0.06% No change 1,524 $108K
RFP Financial Group LLC 0.04% Reduce -0.1% 1,520 $108K
ICA Group Wealth Management, LLC 0.06% Reduce -56.2% 1,507 $107K
PSI Advisors, LLC 0.03% Add +0.1% 1,507 $107K
Private Ocean, LLC 0.01% No change 1,506 $107K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -2.1% 1,504 $106K
Compass Wealth Management LLC 0.03% No change 1,466 $104K
Financial Perspectives, Inc 0.04% No change 1,456 $103K
Sanctuary Wealth Management, L.L.C. 0.08% No change 1,432 $101K
Silver Oak Securities, Incorporated 0.02% Add +6.7% 1,431 $101K
Tortoise Investment Management, LLC 0.01% Reduce -3.3% 1,425 $101K
Thompson Investment Management, Inc. 0.02% No change 1,416 $100K
Mfa Wealth Advisors, LLC 0.02% New 1,408 $100K
WFA of San Diego, LLC 0.09% — 1,400 $99K
Denver PWM, LLC 0.04% New 1,358 $96K
Andra AP-fonden 0.00% New 1,300 $92K
JNBA Financial Advisors 0.01% No change 1,277 $90K
Solstein Capital, LLC 0.06% No change 1,276 $90K
New Millennium Group LLC 0.06% New 1,265 $90K
Steph & Co. 0.03% Add +1.2% 1,243 $88K
Boit C F David 0.04% No change 1,200 $85K
Kelly Financial Services LLC 0.03% Add +64.5% 1,166 $83K
EnRich Financial Partners LLC 0.03% Add +14.8% 1,125 $80K
NFSG Corp 0.03% Reduce -13.8% 1,110 $79K
Trifecta Capital Advisors, LLC 0.02% Add +143.8% 1,085 $77K
FSC Wealth Advisors, LLC 0.06% New 1,083 $77K
Tsfg, LLC 0.02% Add +0.3% 1,073 $76K
Morton Brown Family Wealth, LLC 0.03% No change 1,016 $73K
Operose Advisors LLC 0.03% No change 1,024 $73K
Central Valley Advisors, LLC 0.03% Reduce -3.2% 14,642 $72K
Kiely Wealth Advisory Group, Inc. 0.04% No change 916 $71K
Halpern Financial, Inc. 0.02% Reduce -49.1% 1,000 $71K
Cornerstone Planning Group LLC 0.02% Add +1.1% 922 $71K
Provenance Wealth Advisors, LLC 0.01% No change 983 $70K
Gould Capital, LLC 0.05% Reduce -1.7% 976 $69K
Barrett & Company, Inc. 0.03% Reduce -17.0% 976 $69K
CNB Bank 0.03% Add +11.5% 971 $69K
Redwood Wealth Management Group, LLC 0.05% New 958 $68K
Robinswood Financial LLC 0.03% New 940 $67K
CGC Financial Services, LLC 0.03% No change 925 $65K
Bay Harbor Wealth Management, LLC 0.02% Reduce -0.3% 921 $65K
Plato Investment Management Ltd 0.01% Add +262.2% 920 $65K
Wiser Advisor Group LLC 0.10% No change 872 $62K
Creekmur Asset Management LLC 0.02% Reduce -4.0% 862 $61K
Financial Connections Group, Inc. 0.03% Reduce -45.2% 873 $61K
Pineridge Advisors LLC 0.02% No change 850 $60K
Spotlight Asset Group, Inc. 0.04% No change 840 $59K
Rise Advisors, LLC 0.03% Add +0.6% 831 $59K
First PREMIER Bank 0.02% Reduce -2.3% 826 $58K
Chris Bulman Inc 0.04% — 811 $57K
Syntax Research, Inc. 0.04% No change 804 $57K
Rakuten Securities, Inc. 0.02% Add +21.1% 770 $55K
EdgeRock Capital LLC 0.04% New 761 $54K
Exchange Traded Concepts, LLC 0.00% Reduce -10.9% 761 $54K
Perkins Coie Trust Co 0.01% No change 740 $52K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 702 $52K
E Fund Management (Hong Kong) Co., Ltd. 0.03% New 702 $50K
Briaud Financial Planning Inc 0.03% No change 710 $50K
Covestor Ltd 0.03% Reduce -2.4% 697 $49K
GHP Investment Advisors, Inc. 0.00% Add +219.1% 686 $49K
Private Wealth Management Group, LLC 0.02% Reduce -5.6% 673 $48K
Bell Investment Advisors, Inc 0.01% Add +11.6% 663 $47K
Main Street Group, LTD 0.02% Reduce -10.5% 662 $46K
BBJS Financial Advisors, LLC 0.02% New 601 $43K
Northwest Capital Management Inc 0.02% Reduce -54.3% 592 $42K
Abound Wealth Management 0.02% Reduce -1.0% 590 $42K
Mascoma Wealth Management LLC 0.01% Add +10.7% 588 $42K
Tidemark, LLC 0.02% Add +139.2% 567 $40K
Family Firm, Inc. 0.01% New 566 $40K
Cypress Capital, LLC 0.01% New 566 $40K
Valued Wealth Advisors LLC 0.03% No change 558 $40K
True Wealth Design, LLC 0.01% Add +1.3% 548 $39K
Stuart Chaussee & Associates, Inc. 0.01% No change 540 $38K
Stephens Consulting, LLC 0.01% No change 524 $37K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -34.9% 502 $36K
BOK Financial Private Wealth, Inc. 0.00% Add +0.2% 473 $34K
Guardian Wealth Management, Inc. 0.03% Add +0.7% 463 $33K
Valley Wealth Managers, Inc. 0.00% New 460 $33K
Raffa Wealth Management, LLC 0.01% No change 452 $32K
Louisbourg Investments Inc. 0.01% No change 440 $31K
WealthCollab, LLC 0.02% No change 420 $30K
Blue Bell Private Wealth Management, LLC 0.01% Add +16.9% 414 $29K
Ulland Investment Advisors, LLC 0.02% No change 394 $28K
Semmax Financial Advisors Inc. 0.01% Add +197.4% 339 $26K
Scarborough Advisors, LLC 0.01% Add +2.2% 371 $26K
Proffitt & Goodson Inc. 0.00% Add +64.0% 369 $26K
Avion Wealth 0.01% Add +6.5% 376 $26K
Tucker Asset Management LLC 0.01% Add +1.4% 349 $25K
Aspect Partners, LLC 0.01% No change 343 $24K
Wetzel Investment Advisors, Inc. 0.01% Reduce -41.4% 369 $24K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.9% 333 $24K
Intelligent Financial Strategies 0.01% No change 328 $23K
Tower View Wealth Management LLC 0.01% No change 320 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +336.8% 297 $21K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.9% 289 $20K
Investors Research Corp 0.00% No change 281 $20K
Toth Financial Advisory Corp. 0.00% Reduce -65.9% 277 $20K
SWS Partners 0.01% New 263 $19K
Breakwater Investment Management 0.01% Add +39.3% 255 $18K
Painted Porch Advisors LLC 0.01% New 250 $18K
Silicon Valley Capital Partners 0.00% Add +0.8% 249 $18K
Heck Capital Advisors, LLC 0.00% No change 239 $17K
American Capital Advisory, LLC 0.01% Reduce -42.7% 275 $17K
Coppell Advisory Solutions LLC 0.00% — 235 $17K
Wolff Wiese Magana LLC 0.01% Add +7.0% 229 $16K
HighMark Wealth Management LLC 0.01% Add +10.8% 225 $16K
ESL Trust Services, LLC 0.00% New 222 $16K
PFS Partners, LLC 0.01% Add +0.9% 222 $16K
Bellevue Asset Management, LLC 0.01% No change 208 $15K
Voisard Asset Management Group, Inc. 0.01% Add +0.5% 206 $15K
1620 Investment Advisors, Inc. 0.01% New 206 $15K
Highline Wealth Partners LLC 0.01% Add +4.6% 206 $15K
Activest Wealth Management 0.00% Add +0.5% 203 $14K
USCF Advisers LLC 1.42% No change 200 $14K
PARK CIRCLE Co 0.01% New 200 $14K
Trivant Custom Portfolio Group, LLC 0.01% No change 200 $14K
Millburn Ridgefield LLC 0.00% Reduce -30.3% 170 $12K
Penserra Capital Management LLC 0.00% No change 165 $12K
Red Tortoise LLC 0.01% No change 158 $11K
Global Wealth Strategies & Associates 0.00% No change 157 $11K
McIlrath & Eck, LLC 0.00% Reduce -50.0% 152 $11K
Creative Capital Management Investments LLC 0.01% Add +4.9% 151 $11K
Tradewinds Capital Management, LLC 0.00% Add +75.0% 140 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 136 $10K
Financial Freedom, LLC 0.01% Add +0.8% 133 $9K
Fairway Wealth LLC 0.01% New 132 $9K
WFA Asset Management Corp 0.01% No change 125 $9K
Iron Horse Wealth Management, LLC 0.00% No change 125 $9K
Byrne Asset Management LLC 0.01% No change 119 $9K
Contravisory Investment Management, Inc. 0.00% Add +39.8% 123 $9K
REAP Financial Group, LLC 0.00% Reduce -4.9% 116 $8K
Morgan Dempsey Capital Management LLC 0.00% No change 116 $8K
Osterweis Capital Management Inc. 0.00% No change 114 $8K
Financial Gravity Asset Management, Inc. 0.00% Add +2140.0% 112 $8K
Davidson Capital Management Inc. 0.00% New 104 $7K
Grayhawk Investment Strategies Inc. 0.03% No change 102 $7K
Delos Wealth Advisors, LLC 0.01% No change 100 $7K
Moser Wealth Advisors, LLC 0.00% New 100 $7K
Stone House Investment Management, LLC 0.00% Reduce -13.9% 93 $7K
Unique Wealth Strategies, LLC 0.00% New 101 $6K
Bank & Trust Co 0.01% — 88 $6K
Keener Financial Planning LLC 0.00% Reduce -64.9% 85 $6K
AlphaMark Advisors, LLC 0.00% No change 84 $6K
Ruedi Wealth Management, Inc. 0.00% Add +66.0% 78 $6K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -80.8% 77 $5K
PayPay Securities Corp 0.45% Reduce -26.2% 76 $5K
Westend Capital Management, LLC 0.00% No change 76 $5K
Laurel Wealth Advisors LLC 0.00% No change 70 $5K
Dakota Community Bank & Trust NA 0.02% New 65 $5K
Christopher J. Hasenberg, Inc 0.00% No change 62 $4K
Lummis Asset Management, LP 0.01% No change 61 $4K
Clear Investment Research, LLC 0.00% Reduce -31.1% 51 $4K
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
SJS Investment Consulting Inc. 0.00% Add +6.9% 31 $2K
WestEnd Advisors, LLC 0.00% Reduce -6.3% 30 $2K
Harvest Fund Management Co., Ltd 0.00% New 23 $2K
ClariVest Asset Management LLC 0.00% Reduce -61.8% 26 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 26 $2K
SIMA Wealth Partners, LLC 0.00% — 24 $2K
Financial Network Wealth Advisors LLC 0.00% New 21 $1K
Anfield Capital Management, LLC 0.00% New 17 $1K
Cedar Mountain Advisors, LLC 0.00% No change 16 $1K
Cherry Tree Wealth Management, LLC 0.00% New 16 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Transcendent Capital Group LLC 0.00% New 14 $991
Gold Investment Management Ltd. 0.00% No change 13 $921
Cedar Wealth Management, LLC 0.00% No change 12 $850
New England Capital Financial Advisors LLC 0.00% No change 10 $741
Caitlin John, LLC 0.00% Reduce -27.3% 8 $566
VitalStone Financial, LLC 0.00% No change 7 $496
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 1 $71

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