Realty IncomeO

13F holders, Q3 2024 (September 30)
1,243holders +63
144new positions
82sold out
6famous investors
$63.39avg. 13F price*

At the end of Q3 2024, 1,243 institutions reported holding Realty Income Corp. (O) in their 13F filings, up 63 from Q2 2024. 144 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($5.8B) and State Street Corp. ($3.9B). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Realty Income Corp.
Sector
Real Estate
CUSIP
756109104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions144$182.8M
Exits82$194.8M

All 13F filers, Q2 2024 → Q3 2024: 40,463,469 shares bought and 23,725,068 shares sold, net +16,738,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,243 holders

Vanguard Group Inc. 0.16% Add +0.1% 138,680,598 $8.8B
BlackRock, Inc. 0.12% — 91,613,570 $5.8B
State Street Corp. 0.16% Reduce -4.4% 61,022,336 $3.9B
Parnassus Investments, LLC 3.29% Add +7.4% 24,448,225 $1.6B
Geode Capital Management, LLC 0.12% Add +1.1% 22,815,454 $1.4B
Cohen & Steers, Inc. 2.21% Reduce -20.8% 19,551,275 $1.2B
Bank of America Corp. 0.08% Reduce -0.9% 14,963,552 $949.0M
Morgan Stanley 0.06% Add +3.0% 12,815,660 $812.8M
Norges Bank 0.11% Add +1.8% 12,744,304 $808.2M
Dimensional Fund Advisors LP 0.18% Add +0.4% 11,728,597 $743.8M
Invesco Ltd. 0.14% Reduce -1.9% 11,711,297 $742.7M
Legal & General Group Plc 0.17% Reduce -5.0% 10,256,906 $650.5M
JPMorgan Chase & Co. 0.05% Add +4.7% 9,987,393 $633.4M
Charles Schwab Investment Management Inc. 0.12% Add +5.0% 9,729,229 $617.0M
Northern Trust Corp. 0.10% Reduce -0.2% 9,305,316 $590.1M
APG Asset Management US Inc. 3.47% Reduce -6.1% 8,149,528 $513.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +765.1% 7,545,815 $478.6M
Raymond James & Associates 0.25% Add +92.4% 6,479,542 $410.9M
CBRE Investment Management Listed Real Assets LLC 6.11% Reduce -5.2% 6,031,518 $382.5M
Bank of New York Mellon Corp 0.07% Reduce -5.5% 5,796,814 $367.6M
Resolution Capital Ltd 5.91% Add +43.1% 5,430,425 $344.4M
Wells Fargo & Company 0.08% Add +0.7% 5,107,555 $323.9M
Nuveen Asset Management, LLC 0.09% Add +23.3% 4,944,594 $313.6M
Centersquare Investment Management LLC 2.81% Reduce -18.6% 4,720,919 $299.4M
Deutsche Bank AG 0.11% Add +217.3% 4,434,343 $281.2M
Daiwa Securities Group Inc. 1.29% Reduce -13.1% 4,349,721 $275.9M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +1.9% 4,328,294 $274.5M
T. Rowe Price Associates Inc. 0.03% Add +245.9% 4,207,992 $266.9M
FMR LLC 0.02% Reduce -26.6% 4,033,270 $255.8M
American Century Companies Inc. 0.15% Reduce -4.2% 3,925,827 $249.0M
Rush Island Management, LP 17.27% Reduce -8.7% 3,523,720 $223.5M
Bahl & Gaynor LLC 1.11% Add +0.1% 3,389,554 $215.0M
ProShare Advisors LLC 0.50% Reduce -6.6% 3,234,402 $205.1M
Sei Investments Co. 0.26% Add +0.5% 3,192,037 $202.4M
UBS Group AG 0.05% Add +27.4% 3,079,249 $195.3M
California Public Employees Retirement System 0.13% Reduce -0.3% 3,038,961 $192.7M
Russell Investments Group, Ltd. 0.28% Add +53.5% 3,028,934 $192.0M
Royal Bank of Canada 0.04% Reduce -6.4% 2,981,494 $189.1M
Canada Pension Plan Investment Board 0.17% Add +9.7% 2,864,375 $181.7M
Janus Henderson Group PLC 0.09% Add +3150.5% 2,760,182 $175.1M
HSBC Holdings PLC 0.11% Add +19.1% 2,754,749 $174.7M
Goldman Sachs Group Inc. 0.03% Add +19.3% 2,715,550 $172.2M
Swiss National Bank 0.11% Add +1.4% 2,584,694 $163.9M
Envestnet Asset Management Inc. 0.05% Add +1.5% 2,380,689 $151.0M
Scharf Investments, LLC 4.05% Reduce -6.9% 2,321,695 $147.2M
Lasalle Investment Management Securities LLC 5.43% Add +1.1% 2,239,963 $142.1M
Federated Hermes, Inc. 0.31% Add +3.9% 2,223,133 $141.0M
Principal Financial Group Inc. 0.08% Add +3.5% 2,190,739 $138.9M
Ameriprise Financial Inc. 0.04% Reduce -6.1% 2,172,951 $138.6M
Bank of Montreal 0.06% Add +102.1% 2,191,962 $137.5M
LPL Financial LLC 0.06% Add +3.8% 2,030,819 $128.8M
National Pension Service 0.12% Add +11.9% 1,990,617 $126.2M
Nomura Asset Management Co. Ltd. 0.39% Add +0.4% 1,984,125 $125.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +4.5% 1,932,878 $122.6M
Nan Shan Life Insurance Co., Ltd. 2.83% Add +156.6% 1,895,302 $120.2M
Alliancebernstein L.P. 0.04% Add +1.1% 1,840,228 $116.7M
Barclays PLC 0.05% Reduce -6.2% 1,743,071 $110.5M
Aew Capital Management L P 4.66% Add +4.0% 1,707,448 $108.3M
Abn Amro Investment Solutions 1.88% Add +2.9% 1,696,433 $107.6M
Rhumbline Advisers 0.10% Reduce -1.2% 1,694,304 $107.5M
Asset Management One Co., Ltd. 0.38% Reduce -1.3% 1,681,012 $106.6M
BNP Paribas Financial Markets 0.10% Add +30.0% 1,640,911 $104.1M
CANADA LIFE ASSURANCE Co 0.18% Reduce -5.5% 1,598,933 $101.6M
Public Employees Retirement System of Ohio 0.42% Reduce -0.1% 1,559,512 $98.9M
Macquarie Group Ltd. 0.10% Add +33.6% 1,506,500 $95.5M
California State Teachers Retirement System 0.10% Reduce -0.1% 1,316,789 $83.5M
Aberdeen Group plc 0.15% Add +15.4% 1,282,800 $81.1M
Stifel Financial Corp. 0.08% Add +1.7% 1,183,181 $75.0M
Amundi 0.03% Reduce -2.3% 1,107,196 $68.1M
Cetera Investment Advisers 0.14% Add +1.3% 986,629 $62.6M
Citigroup Inc. 0.06% Reduce -11.1% 967,215 $61.3M
Epoch Investment Partners, Inc. 0.27% Reduce -1.3% 935,629 $59.3M
GRS Advisors, LLC 5.43% New 904,267 $57.3M
Prudential Financial Inc. 0.08% Add +11.7% 903,646 $57.3M
Vest Financial, LLC 1.05% Add +4.2% 855,661 $54.3M
Allianz Asset Management GmbH 0.08% Add +6.3% 854,624 $54.2M
Truist Financial Corp. 0.09% Add +1.3% 853,672 $54.1M
Neuberger Berman Group LLC 0.04% Reduce -0.4% 846,488 $53.5M
State Board of Administration of Florida Retirement System 0.10% Add +0.3% 792,412 $50.3M
Adage Capital Partners Gp, L.L.C. 0.08% Add +7.7% 710,900 $45.1M
New York State Teachers Retirement System 0.09% Reduce -0.4% 709,468 $45.0M
Retirement Systems of Alabama 0.16% Add +2.3% 690,995 $43.8M
Commonwealth Equity Services, LLC 0.06% Add +13.3% 624,902 $39.6M
KBC Group NV 0.12% Add +391.6% 623,658 $39.6M
Manufacturers Life Insurance Company, The 0.03% Add +3.1% 621,476 $39.4M
Korea Investment CORP 0.09% Add +52.7% 611,161 $38.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +5.9% 595,033 $37.7M
Rockefeller Capital Management L.P. 0.10% Add +3.7% 590,235 $37.4M
Renaissance Technologies 0.06% New 588,044 $37.3M
Duff & Phelps Investment Management Co. 0.42% Reduce -43.3% 573,115 $36.3M
AXA S.A. 0.11% Add +14.0% 564,545 $35.8M
New York State Common Retirement Fund 0.05% Reduce -18.9% 556,303 $35.3M
Franklin Resources Inc. 0.01% Add +4.2% 559,263 $34.7M
STRS Ohio 0.13% Reduce -1.4% 544,589 $34.5M
State of Wisconsin Investment Board 0.09% Add +6.6% 536,763 $34.0M
Resona Asset Management Co.,Ltd. 0.19% Reduce -2.8% 533,653 $33.6M
Pictet Asset Management Holding SA 0.04% Add +0.3% 529,303 $33.6M
Janney Montgomery Scott LLC 0.09% Add +2.5% 527,842 $33.5M
State of Alaska, Department of Revenue 0.35% Reduce -0.7% 526,815 $33.4M
Raymond James Financial Services Advisors, Inc. 0.04% Add +60.9% 516,027 $32.7M
Cambridge Investment Research Advisors, Inc. 0.11% Add +3.8% 512,563 $32.5M
DekaBank Deutsche Girozentrale 0.06% Add +5.1% 513,413 $32.0M
Jane Street Group, LLC 0.05% Add +435.5% 504,516 $32.0M
National Bank of Canada 0.04% Add +70.9% 490,660 $31.1M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.4% 468,633 $29.7M
Toronto Dominion Bank 0.05% Add +1.6% 432,020 $27.4M
Osaic Holdings, Inc. 0.06% Reduce -8.1% 423,707 $26.9M
Danske Bank A/S 0.09% Add +4.3% 423,262 $26.8M
TD Asset Management Inc 0.02% Add +6.3% 423,870 $26.6M
Handelsbanken Fonder AB 0.10% Add +3.8% 416,803 $26.4M
Nisa Investment Advisors, LLC 0.16% Reduce -7.2% 416,380 $26.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +0.1% 414,592 $26.3M
Employees Retirement System of Texas 0.27% Add +0.5% 410,183 $26.0M
Van Eck Associates Corp. 0.03% Add +13.5% 403,091 $25.9M
Victory Capital Management Inc. 0.03% Reduce -49.2% 408,118 $25.9M
Heitman Real Estate Securities LLC 1.36% Reduce -6.2% 393,737 $25.0M
Treasurer of the State of North Carolina 0.10% Add +1.6% 391,793 $24.8M
Sabal Trust CO 1.32% Reduce -0.5% 382,734 $24.3M
HighTower Advisors, LLC 0.04% Add +22.6% 373,913 $23.7M
IFM Investors Pty Ltd 0.23% Add +1.2% 371,716 $23.6M
Waters Parkerson & Co., LLC 1.17% Add +1.6% 364,150 $23.1M
Royal London Asset Management Ltd. 0.05% Add +2.5% 352,925 $22.3M
Cibc World Markets Corp. 0.16% Add +211.7% 348,323 $22.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +34.9% 348,801 $21.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -0.5% 342,148 $21.7M
Millennium Management 0.02% New 336,036 $21.3M
Guggenheim Capital LLC 0.15% Add +7.7% 327,280 $20.8M
Storebrand Asset Management As 0.06% Add +6.1% 324,646 $20.6M
Eagle Asset Management Inc. 0.11% Add +71.8% 357,950 $20.6M
AQR Capital Management 0.03% Add +23.4% 326,884 $20.5M
State of Tennessee, Department of Treasury 0.07% Add +28.6% 320,925 $20.4M
Meiji Yasuda Asset Management Co Ltd. 0.74% Reduce -9.0% 308,209 $19.5M
State of New Jersey Common Pension Fund D 0.08% Reduce -6.1% 306,076 $19.4M
Natixis Advisors, LLC 0.04% Add +6.5% 302,343 $19.2M
UniSuper Management Pty Ltd 0.14% Add +0.9% 297,492 $18.9M
Bradley Foster & Sargent Inc. 0.31% Add +4.8% 293,074 $18.6M
Calamos Advisors LLC 0.13% Reduce -2.4% 284,908 $18.1M
CHURCHILL MANAGEMENT Corp 0.21% New 281,924 $17.9M
Voya Investment Management LLC 0.02% Reduce -6.5% 269,231 $17.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +6.3% 265,968 $16.9M
Jones Financial Companies LLLP 0.02% Add +164.0% 265,537 $16.7M
Corebridge Financial, Inc. 0.09% Reduce -2.3% 261,153 $16.6M
Yousif Capital Management, LLC 0.18% Reduce -6.0% 259,816 $16.5M
Creative Planning 0.02% Reduce -0.6% 257,849 $16.4M
MetLife Investment Management, LLC 0.09% Reduce -2.2% 252,889 $16.0M
Arizona State Retirement System 0.10% Add +0.0% 249,672 $15.8M
Sound Income Strategies, LLC 1.01% Add +7.7% 246,639 $15.6M
CIBC Asset Management Inc 0.05% Add +2.7% 244,976 $15.5M
Becker Capital Management Inc. 0.50% Reduce -3.9% 240,238 $15.2M
State of Michigan Retirement System 0.07% Reduce -0.6% 237,148 $15.0M
D.A. Davidson & Co. 0.12% Add +1.7% 227,873 $14.5M
Nissay Asset Management Corp. /Japan 0.09% Add +4.0% 227,039 $14.4M
Trust Co. of Vermont 0.72% Add +4.2% 225,023 $14.3M
Varma Mutual Pension Insurance Co 0.11% Reduce -5.6% 239,718 $14.2M
Brookfield Corp 0.08% Add +433.3% 222,574 $14.1M
KCM Investment Advisors LLC 0.47% Add +0.5% 217,169 $13.8M
Sanctuary Advisors, LLC 0.09% Add +57.0% 239,642 $13.8M
Benjamin Edwards Inc. 0.19% Add +7301.7% 203,918 $12.9M
Mariner, LLC 0.02% Add +9.7% 202,397 $12.8M
Brookstone Capital Management 0.19% Add +0.4% 201,507 $12.8M
FIL Ltd 0.01% Add +8.2% 199,424 $12.6M
First Trust Advisors LP 0.01% Add +31.2% 197,346 $12.5M
Forsta Ap-Fonden 0.10% Add +5.0% 195,600 $12.4M
Tiaa Trust, National Association 0.04% Add +3881.1% 195,036 $12.4M
USS Investment Management Ltd 0.09% Add +17.9% 194,924 $12.4M
Cibc World Market Inc. 0.03% Add +202.6% 190,852 $12.1M
OMERS ADMINISTRATION Corp 0.11% No change 189,362 $12.0M
First Financial Bankshares Inc 0.25% Add +0.2% 189,230 $12.0M
Wellington Management Group LLP 0.00% Add +0.7% 184,524 $11.7M
Corient Private Wealth LP 0.02% Add +16.4% 183,418 $11.6M
Susquehanna Portfolio Strategies, LLC 0.77% Reduce -39.0% 177,648 $11.3M
Czech National Bank 0.11% Add +6.9% 177,405 $11.3M
Sit Investment Associates Inc. 0.25% Reduce -8.1% 176,525 $11.2M
Pensionfund PDN 5.11% Add +2.6% 175,870 $11.2M
Thrivent Financial for Lutherans 0.02% Reduce -0.8% 174,706 $11.1M
Parallel Advisors, LLC 0.26% Reduce -0.7% 174,496 $11.1M
Squarepoint Ops LLC 0.04% Reduce -10.5% 173,923 $11.0M
Edgemoor Investment Advisors, Inc. 0.96% Add +2.7% 171,743 $10.9M
Allworth Financial LP 0.07% Add +19.9% 171,689 $10.9M
Amalgamated Bank 0.09% Reduce -1.5% 171,084 $10.8M
Atria Wealth Solutions, Inc. 0.12% Add +0.3% 169,379 $10.7M
Huntington National Bank 0.10% Add +3.9% 168,933 $10.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% No change 165,988 $10.5M
Susquehanna International Group, LLP 0.02% Reduce -44.5% 163,880 $10.4M
Citadel Advisors 0.01% Reduce -72.2% 163,495 $10.4M
Skba Capital Management LLC 1.51% No change 160,322 $10.2M
Uniplan Investment Counsel, Inc. 0.88% Reduce -8.6% 156,449 $9.9M
Mercer Global Advisors Inc. 0.02% Reduce -3.4% 154,655 $9.8M
LGT Group Foundation 0.16% Add +0.7% 155,652 $9.7M
DNB Asset Management AS 0.04% Add +7.3% 152,642 $9.7M
Public Sector Pension Investment Board 0.05% Add +25.3% 151,959 $9.6M
Evergreen Capital Management LLC 0.32% Add +4.0% 151,279 $9.6M
Novare Capital Management LLC 0.81% Add +1.0% 150,841 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.4% 149,273 $9.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -11.9% 145,303 $9.2M
Utah Retirement Systems 0.10% Add +1.6% 144,267 $9.1M
Soltis Investment Advisors LLC 0.89% Add +67.1% 143,654 $9.1M
US Bancorp \de 0.01% Add +3.3% 141,506 $9.0M
Boothbay Fund Management, LLC 0.29% Add +928.2% 139,615 $8.9M
PNC Financial Services Group, Inc. 0.01% Add +25.4% 137,716 $8.7M
Zimmer Partners, LP 0.16% Add +57.1% 137,500 $8.7M
Community Bank of Raymore 6.52% Reduce -17.2% 136,059 $8.6M
MAI Capital Management 0.08% Reduce -10.0% 134,809 $8.5M
Insight Folios Inc 3.02% Add +5.4% 133,271 $8.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 133,053 $8.4M
Leslie Global Wealth, LLC 4.07% Add +7.0% 132,162 $8.4M
Mattern Capital Management, LLC 1.04% Add +0.1% 130,088 $8.3M
WealthPlan Investment Management, LLC 0.84% Add +2.9% 130,041 $8.2M
F/m Investments LLC 0.26% Reduce -1.3% 130,001 $8.2M
Venture Visionary Partners LLC 0.37% Add +0.7% 129,855 $8.2M
Metis Global Partners, LLC 0.26% Add +20.9% 129,749 $8.2M
GSI Capital Advisors LLC 4.11% Add +28.4% 129,454 $8.2M
Xponance LLC 0.08% Add +6.4% 128,812 $8.2M
Rafferty Asset Management, LLC 0.03% Add +3.0% 123,790 $7.9M
M&T Bank Corp 0.03% Reduce -0.3% 122,969 $7.8M
Schroder Investment Management Group 0.01% Add +8.9% 121,026 $7.6M
Public Employees Retirement Association of Colorado 0.03% Add +0.3% 119,092 $7.6M
Advisors Management Group Inc. 1.78% Add +0.1% 119,073 $7.6M
Wealthfront Advisers LLC 0.02% Add +9.3% 118,318 $7.5M
Tredje AP-fonden 0.07% No change 118,000 $7.5M
Bank of Nova Scotia 0.02% Add +21.2% 117,590 $7.5M
Windle Wealth, LLC 4.01% Add +1.1% 116,466 $7.4M
New York Life Investment Management LLC 0.07% Reduce -3.4% 116,142 $7.4M
DAVENPORT & Co LLC 0.04% Reduce -0.5% 115,597 $7.3M
Core Alternative Capital 1.41% Reduce -9.9% 115,051 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +32.4% 115,386 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -2.4% 112,614 $7.1M
Farmers & Merchants Investments Inc. 0.22% Add +6.3% 112,124 $7.1M
Country Club Bank 0.47% Reduce -1.9% 112,613 $7.1M
Canal Capital Management, LLC 1.12% Add +5.8% 110,893 $7.0M
SG Americas Securities, LLC 0.03% Reduce -48.9% 110,175 $7.0M
Marathon Capital Management 1.70% Add +0.0% 109,944 $7.0M
Thompson Siegel & Walmsley LLC 0.10% Add +0.9% 109,263 $6.9M
Tectonic Advisors LLC 0.45% Add +16.5% 109,091 $6.9M
United Asset Strategies, Inc. 0.64% Add +4.3% 108,328 $6.9M
Sequoia Financial Advisors, LLC 0.07% Reduce -8.4% 106,763 $6.8M
Zions Bancorporation, N.A. 0.49% Reduce -2.3% 106,704 $6.8M
MML Investors Services, LLC 0.02% Add +1.1% 104,997 $6.7M
TCV Trust & Wealth Management, Inc. 0.59% Add +0.5% 104,649 $6.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -91.0% 103,509 $6.6M
Illinois Municipal Retirement Fund 0.09% Add +189.1% 103,447 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.4% 103,586 $6.6M
Foster Victor Wealth Advisors, LLC 0.51% Add +3.0% 102,921 $6.4M
Stratos Wealth Partners, LTD. 0.09% Add +8.0% 100,290 $6.4M
Miller Howard Investments Inc. 0.19% No change 99,060 $6.3M
Mizuho Markets Americas LLC 0.15% Reduce -15.4% 98,499 $6.2M
Townsquare Capital LLC 0.07% Add +7.1% 97,284 $6.2M
Pensionfund Sabic 1.92% Reduce -8.9% 96,738 $6.1M
Captrust Financial Advisors 0.02% Add +2.8% 96,169 $6.1M
Dearborn Partners LLC 0.25% Add +1.6% 95,537 $6.1M
Telos Capital Management, Inc. 0.63% Reduce -6.8% 94,004 $6.0M
Dupree Financial Group, LLC 2.53% Add +0.8% 93,849 $6.0M
WealthPLAN Partners, LLC 0.79% Reduce -8.7% 93,257 $5.9M
Sterling Capital Management LLC 0.08% — 92,030 $5.8M
Alpha Omega Wealth Management LLC 1.07% Reduce -2.6% 91,756 $5.8M
Elo Mutual Pension Insurance Co 0.12% Add +8.7% 91,688 $5.8M
Oppenheimer & Co. Inc. 0.09% Add +5.8% 91,410 $5.8M
Avantax Advisory Services, Inc. 0.04% Add +20.5% 91,075 $5.8M
Pathway Financial Advisers, LLC 2.53% Add +3.7% 88,028 $5.6M
Cerity Partners LLC 0.01% Add +60.0% 86,934 $5.5M
Coldstream Capital Management Inc. 0.12% Add +2.3% 86,794 $5.5M
Manning & Napier Advisors LLC 0.06% Reduce -2.3% 86,295 $5.5M
LVM Capital Management Ltd. 0.60% No change 100,605 $5.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +13.0% 83,629 $5.3M
Kingsview Wealth Management, LLC 0.11% Add +36.8% 83,574 $5.3M
Snowden Capital Advisors LLC 0.16% Reduce -34.8% 83,184 $5.3M
Carnegie Investment Counsel 0.15% Add +1.3% 81,011 $5.1M
Gotham Asset Management 0.05% Reduce -1.9% 80,775 $5.1M
Vestcor Inc 0.16% Reduce -14.3% 79,857 $5.1M
Intact Investment Management Inc. 0.17% Add +21.1% 79,800 $5.1M
Great Valley Advisor Group, Inc. 0.12% Add +18.7% 78,511 $5.0M
Concentric Wealth Management, LLC 1.20% Add +1.9% 77,261 $4.9M
Mutual Advisors, LLC 0.14% Reduce -1.3% 77,239 $4.9M
Pathstone Holdings, LLC 0.02% Add +14.0% 76,316 $4.8M
Baugh & Associates, LLC 2.48% Add +1.5% 78,689 $4.8M
Beacon Financial Group 0.52% Reduce -2.1% 75,307 $4.8M
Norinchukin Bank, The 0.11% Add +6.4% 74,966 $4.8M
Cwm, LLC 0.02% Reduce -1.5% 74,943 $4.8M
Signature Wealth Management Group 1.90% Add +0.3% 74,838 $4.7M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.4% 74,540 $4.7M
Atria Investments, Inc 0.06% Add +0.6% 73,834 $4.7M
Peapack Gladstone Financial Corp. 0.07% Add +0.7% 71,562 $4.5M
Liberty One Investment Management, LLC 0.46% Add +5.7% 71,363 $4.5M
Mackenzie Financial Corp. 0.01% Reduce -26.6% 71,261 $4.5M
Level Four Advisory Services, LLC 0.19% Add +23.6% 75,121 $4.5M
Swiss Life Asset Management Ltd 0.05% Reduce -6.2% 70,373 $4.5M
First Foundation Advisors 0.17% Reduce -7.8% 70,175 $4.5M
Exchange Traded Concepts, LLC 0.10% Reduce -10.1% 69,522 $4.4M
Valley Wealth Managers, Inc. 0.32% Reduce -1.6% 68,932 $4.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.2% 67,901 $4.3M
Butensky & Cohen Financial Security, Inc. 1.28% Add +0.6% 67,885 $4.3M
Gulf International Bank (UK) Ltd 0.11% Add +1.4% 67,603 $4.3M
Bard Financial Services, Inc. 0.51% Reduce -4.7% 67,570 $4.3M
Prairiewood Capital, LLC 1.81% Add +4.9% 67,386 $4.3M
Ethic Inc. 0.11% Reduce -5.6% 78,385 $4.2M
Adelante Capital Management LLC 0.27% Reduce -0.8% 66,501 $4.2M
Advisors Asset Management, Inc. 0.08% Reduce -30.7% 66,009 $4.2M
HBW Advisory Services LLC 0.61% Reduce -20.2% 65,413 $4.1M
Raymond James Trust N.A. 0.09% Add +51.9% 65,248 $4.1M
Synergy Asset Management, LLC 0.63% Reduce -29.1% 64,885 $4.1M
Pacer Advisors, Inc. 0.01% Reduce -34.1% 64,748 $4.1M
Baird Financial Group, Inc. 0.01% Add +1.8% 64,147 $4.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.7% 63,662 $4.0M
Dakota Wealth Management 0.09% Reduce -5.4% 63,397 $4.0M
Nordea Investment Management AB 0.00% Reduce -2.0% 63,629 $4.0M
Quantinno Capital Management LP 0.05% Add +27.8% 62,286 $4.0M
Marco Investment Management LLC 0.34% Add +1.4% 62,121 $3.9M
DoubleLine ETF Adviser LP 0.96% New 62,073 $3.9M
Kentucky Retirement Systems 0.11% Reduce -7.5% 60,669 $3.8M
Gold Investment Management Ltd. 1.60% Add +0.1% 60,399 $3.8M
NewEdge Advisors, LLC 0.02% Add +16.5% 59,855 $3.8M
Martin Capital Partners, LLC 1.87% Reduce -22.2% 59,555 $3.8M
Focus Partners Wealth 0.01% Reduce -53.8% 59,352 $3.8M
Mgo One Seven LLC 0.16% Reduce -0.7% 59,314 $3.8M
Fort Pitt Capital Group, LLC 0.11% Add +3.9% 59,126 $3.7M
North Star Investment Management Corp. 0.26% Add +0.8% 58,379 $3.7M
Perpetual Ltd 0.04% Reduce -18.0% 58,048 $3.7M
Private Advisor Group, LLC 0.02% Reduce -2.8% 57,893 $3.7M
Ostrum Asset Management 0.30% Add +0.6% 57,674 $3.7M
Kinloch Capital, LLC 1.77% Reduce -2.7% 57,596 $3.7M
Highland Capital Management, LLC 0.21% Reduce -5.3% 57,375 $3.6M
Ensign Peak Advisors, Inc 0.01% Add +28.6% 56,733 $3.6M
Mizuho Securities USA LLC 0.08% Reduce -15.9% 56,471 $3.6M
Swedbank AB 0.00% Add +0.1% 56,382 $3.6M
Intrua Financial, LLC 0.58% Reduce -2.7% 56,021 $3.6M
Assetmark, Inc. 0.01% Add +12.9% 55,802 $3.5M
Kempner Capital Management Inc. 1.78% No change 54,888 $3.5M
Hartford Investment Management Co. 0.11% Reduce -1.8% 54,645 $3.5M
Aviva PLC 0.01% Add +3.9% 54,356 $3.4M
Candriam S.C.A. 0.02% Add +13.1% 54,220 $3.4M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 54,000 $3.4M
Bfsg, LLC 0.40% Reduce -0.1% 53,962 $3.4M
Ameritas Investment Partners, Inc. 0.11% Reduce -2.7% 53,721 $3.4M
Schonfeld Strategic Advisors LLC 0.03% Add +2.4% 53,658 $3.4M
Vanderbilt University 0.62% Add +18.2% 53,205 $3.4M
O'shaughnessy Asset Management, LLC 0.03% Add +38.2% 54,085 $3.4M
TD Private Client Wealth LLC 0.10% Reduce -0.9% 52,775 $3.3M
Presima Securities ULC 0.73% Reduce -85.0% 52,578 $3.3M
Fifth Third Bancorp 0.01% Reduce -1.8% 52,311 $3.3M
Capital Square, LLC 1.99% Add +8.6% 51,745 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +31.2% 51,460 $3.3M
Maryland State Retirement & Pension System 0.07% Reduce -25.2% 50,250 $3.2M
Florida Trust Wealth Management Co 0.10% Reduce -13.8% 50,020 $3.2M
Agf Management Ltd. 0.02% Add +10.9% 50,002 $3.2M
Azimuth Capital Investment Management LLC 0.12% Add +10.0% 49,805 $3.2M
Virginia Wealth Management Group, Inc. 1.97% Add +44.4% 49,635 $3.1M
Ashton Thomas Securities, LLC 0.61% Add +8.3% 49,179 $3.1M
Louisiana State Employees Retirement System 0.06% Reduce -0.6% 49,000 $3.1M
Rakuten Investment Management, Inc. 0.02% Add +33.6% 49,344 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -3.8% 48,165 $3.1M
Silver Lake Advisory, LLC 0.67% Reduce -1.5% 47,706 $3.0M
Tower Research Capital LLC (TRC) 0.08% Add +20.6% 47,672 $3.0M
Southland Equity Partners LLC 0.73% Add +43.8% 47,600 $3.0M
Keybank National Association 0.01% Reduce -2.3% 47,394 $3.0M
&partners 0.06% Add +92.9% 47,127 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -8.7% 47,072 $3.0M
Van Lanschot Kempen Investment Management N.V. 0.03% Reduce -32.4% 46,093 $2.9M
Naviter Wealth, LLC 0.40% Reduce -7.6% 45,164 $2.9M
QRG Capital Management, Inc. 0.03% Add +1.5% 44,971 $2.9M
Van Hulzen Asset Management, LLC 0.20% Add +274.7% 40,958 $2.8M
EP Wealth Advisors, LLC 0.02% Add +12.7% 43,936 $2.8M
Gladstone Institutional Advisory LLC 0.13% Reduce -40.1% 43,270 $2.7M
Resources Management Corp. /CT/ 0.37% Add +7.6% 42,886 $2.7M
New Mexico Educational Retirement Board 0.09% Add +1.7% 42,600 $2.7M
Kestra Private Wealth Services, LLC 0.05% Add +3.5% 42,143 $2.7M
Symphony Financial, Ltd. Co. 0.44% Add +0.6% 42,195 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Add +1.7% 41,570 $2.6M
Parallax Volatility Advisers, L.P. 0.08% New 41,119 $2.6M
Allstate Corp. 0.25% Reduce -41.7% 41,044 $2.6M
Parsons Capital Management Inc. 0.16% No change 41,022 $2.6M
Lido Advisors, LLC 0.02% Add +24.0% 40,670 $2.6M
Berry Wealth Group, LP 1.85% New 40,660 $2.6M
First National Bank of Omaha 0.16% Reduce -4.8% 40,458 $2.6M
Gateway Investment Advisers LLC 0.03% Add +10.6% 40,335 $2.6M
Sigma Planning Corp 0.08% Add +13.5% 40,217 $2.6M
Integrated Wealth Concepts LLC 0.03% Add +2.4% 40,129 $2.5M
IMC-Chicago, LLC 0.07% Reduce -69.3% 39,946 $2.5M
Cohen Investment Advisors LLC 1.55% Add +519.7% 39,941 $2.5M
Burns Matteson Capital Management, LLC 1.40% Reduce -7.2% 44,129 $2.5M
Perkins Coie Trust Co 0.55% Add +142.5% 39,059 $2.5M
Prosperity Consulting Group, LLC 0.19% Reduce -3.7% 39,032 $2.5M
Colonial Trust Advisors 0.21% Add +3.6% 38,984 $2.5M
Blackhawk Capital Partners, LLC 1.30% Reduce -9.1% 38,393 $2.4M
Financial Sense Advisors, Inc. 0.66% Reduce -0.3% 37,899 $2.4M
First Financial Bank - Trust Division 0.22% New 37,746 $2.4M
Frank, Rimerman Advisors LLC 0.17% Reduce -1.1% 37,023 $2.3M
Security National Bank of Sioux City Iowa 1.43% Add +0.2% 36,927 $2.3M
AIA Group Ltd 0.06% Reduce -51.2% 36,780 $2.3M
Goepper Burkhardt LLC 0.95% Add +21.0% 36,477 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +24.3% 36,384 $2.3M
Crossmark Global Holdings, Inc. 0.04% Add +2.9% 36,324 $2.3M
Icon Wealth Advisors, LLC 0.19% Reduce -0.9% 36,170 $2.3M
Hutner Capital Management Inc. 1.14% Reduce -0.4% 36,012 $2.3M
Alliance Wealth Advisors, LLC 0.60% Add +5.5% 35,901 $2.3M
GAMCO Investors 0.02% Reduce -4.4% 35,100 $2.2M
Tidal Investments LLC 0.02% Add +39.2% 35,097 $2.2M
RFG Advisory, LLC 0.07% Add +5.8% 34,790 $2.2M
Coppell Advisory Solutions LLC 0.32% Add +4.3% 34,939 $2.2M
Capital Investment Advisory Services, LLC 0.21% Reduce -0.6% 34,397 $2.2M
Beacon Pointe Advisors, LLC 0.02% Reduce -5.6% 33,760 $2.1M
Richard Bernstein Advisors LLC 0.05% Reduce -15.7% 33,703 $2.1M
NewEdge Wealth, LLC 0.04% Reduce -0.2% 33,684 $2.1M
First Bank & Trust 0.40% Add +11.1% 33,507 $2.1M
Hamilton Capital Partners Inc. 0.18% Add +312.1% 33,316 $2.1M
OMC Financial Services LTD 1.00% No change 39,941 $2.1M
First Trust Direct Indexing L.P. 0.11% Add +8.3% 33,161 $2.1M
Brown Miller Wealth Management, LLC 0.81% Add +1.5% 33,101 $2.1M
IHT Wealth Management, LLC 0.06% Add +7.3% 32,172 $2.0M
Independent Financial Group, LLC 0.07% Add +21.9% 32,031 $2.0M
UMB Bank, n.a. 0.03% Reduce -18.9% 32,025 $2.0M
Asset Planning Corporation 1.32% Add +0.3% 31,997 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +34.0% 31,979 $2.0M
ICW Investment Advisors LLC 0.84% Add +1.8% 31,803 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.81% Reduce -3.6% 31,594 $2.0M
Sheaff Brock Investment Advisors, LLC 0.18% Add +2.0% 31,504 $2.0M
Redwood Investment Management, LLC 0.18% Reduce -18.2% 31,757 $2.0M
Fulton Bank, N.A. 0.08% Add +8.9% 31,369 $2.0M
Ieq Capital, LLC 0.02% Add +13.2% 31,247 $2.0M
Stock Yards Bank & Trust Co. 0.06% Reduce -14.8% 31,217 $2.0M
FourThought Financial Partners, LLC 0.23% Reduce -0.2% 30,401 $1.9M
Schnieders Capital Management LLC 0.37% Add +4.0% 30,273 $1.9M
Texas Yale Capital Corp. 0.08% Reduce -1.1% 30,229 $1.9M
Equitable Holdings, Inc. 0.02% Add +6.7% 30,026 $1.9M
CreativeOne Wealth, LLC 0.06% Add +71.9% 29,529 $1.9M
Castle Rock Wealth Management, LLC 0.45% Add +2.6% 30,283 $1.9M
ZWJ Investment Counsel Inc. 0.08% Add +0.6% 29,279 $1.9M
Choreo, LLC 0.03% Add +13.5% 29,309 $1.9M
Spirit of America Management Corp. 0.37% No change 29,033 $1.8M
Investment Management Corp of Ontario 0.04% Add +50.4% 28,940 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.5% 28,929 $1.8M
Nations Financial Group Inc, /Ia/ 0.13% Add +48.3% 28,922 $1.8M
Ossiam 0.04% Reduce -21.8% 28,852 $1.8M
Altman Advisors, Inc. 0.81% Add +1.2% 28,837 $1.8M
Walleye Trading LLC 0.04% Reduce -30.9% 28,312 $1.8M
Wealth Alliance, LLC 0.21% Add +0.6% 28,286 $1.8M
PFG Investments, LLC 0.12% Add +1.4% 28,148 $1.8M
NEOS Investment Management LLC 0.05% Add +25.4% 28,018 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.4% 27,601 $1.8M
Penserra Capital Management LLC 0.04% Add +19.0% 27,513 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -2.7% 27,347 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -80.7% 27,294 $1.7M
Belpointe Asset Management LLC 0.10% Add +44.5% 27,166 $1.7M
Security National Bank of So Dak 0.95% Reduce -0.4% 27,065 $1.7M
Edmp, Inc. 1.41% Add +41.8% 27,018 $1.7M
GeoWealth Management, LLC 0.06% Reduce -6.2% 26,922 $1.7M
Griffin Asset Management, Inc. 0.19% Add +16.1% 26,857 $1.7M
Caxton Associates LP 0.08% Reduce -15.1% 26,776 $1.7M
Daiichi Life Insurance Co., Ltd. 0.04% No change 26,693 $1.7M
Signaturefd, LLC 0.03% Add +6.7% 26,578 $1.7M
Ameritas Advisory Services, LLC 0.07% Reduce -0.8% 26,531 $1.7M
Credit Agricole S A 0.01% Reduce -29.5% 26,407 $1.7M
Mystic Asset Management, Inc. 0.63% Add +1.2% 26,298 $1.7M
Robeco Institutional Asset Management B.V. 0.00% Reduce -69.1% 26,260 $1.7M
Shufro Rose & Co. LLC 0.14% No change 31,500 $1.7M
Cornerstone Advisors, LLC 0.07% Add +43.4% 26,100 $1.7M
CIBC Private Wealth Group LLC 0.00% Add +3.2% 25,810 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -8.2% 25,784 $1.6M
Kesler, Norman & Wride, LLC 0.32% Add +8.1% 25,552 $1.6M
Apollon Wealth Management, LLC 0.05% Reduce -2.5% 25,452 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.14% Add +24.0% 25,446 $1.6M
LongView Wealth Management 0.51% Add +19.3% 25,310 $1.6M
Merit Financial Group, LLC 0.04% Add +214.7% 25,237 $1.6M
Commerce Bank 0.01% Reduce -6.8% 25,224 $1.6M
Kovack Advisors, Inc. 0.17% Reduce -9.4% 24,758 $1.6M
Investment Advisory Group, LLC 0.54% Add +1.1% 24,725 $1.6M
Commerzbank Aktiengesellschaft 0.04% Add +6.0% 24,687 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +15.0% 24,457 $1.6M
Profund Advisors LLC 0.06% Add +81.0% 24,412 $1.5M
Jaffetilchin Investment Partners, LLC 0.12% Reduce -1.6% 24,329 $1.5M
Prospera Financial Services Inc 0.04% Reduce -3.5% 24,163 $1.5M
1832 Asset Management L.P. 0.00% Reduce -21.4% 24,091 $1.5M
Worldquant Millennium Advisors LLC 0.01% No change 23,726 $1.5M
Moors & Cabot, Inc. 0.07% Add +1.4% 23,636 $1.5M
Jamison Private Wealth Management, Inc. 0.23% Add +18.4% 23,530 $1.5M
Advisory Services Network, LLC 0.03% No change 27,996 $1.5M
Meiji Yasuda Life Insurance Co 0.03% Reduce -12.2% 23,138 $1.5M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.62% Reduce -6.0% 23,104 $1.5M
Raleigh Capital Management Inc. 0.56% Reduce -0.9% 22,955 $1.5M
Intech Investment Management LLC 0.02% No change 22,941 $1.5M
Atom Investors LP 0.15% New 22,921 $1.5M
Linden Thomas Advisory Services, LLC 0.20% Reduce -0.2% 22,716 $1.4M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 22,653 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +32.7% 22,653 $1.4M
Harvest Portfolios Group Inc. 0.05% Add +206.1% 22,577 $1.4M
Verdence Capital Advisors LLC 0.11% Add +8.9% 22,564 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +7.6% 22,420 $1.4M
World Investment Advisors 0.04% New 22,251 $1.4M
Inspire Trust Co, N.A. 0.39% Add +9.9% 22,225 $1.4M
Principal Securities, Inc. 0.03% Add +3.3% 22,224 $1.4M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -0.7% 22,140 $1.4M
Waverly Advisors, LLC 0.03% Add +4.3% 22,071 $1.4M
Cascade Investment Advisors, Inc. 0.89% Reduce -0.4% 21,986 $1.4M
Independent Advisor Alliance 0.05% Add +7.7% 21,958 $1.4M
Benedict Financial Advisors Inc. 0.33% Reduce -0.5% 21,934 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +2.9% 21,873 $1.4M
Walleye Capital LLC 0.02% Add +104.1% 21,616 $1.4M
Teamwork Financial Advisors, LLC 0.19% New 21,591 $1.4M
Applied Capital LLC 1.06% Reduce -0.4% 21,439 $1.4M
Colonial Trust Co / SC 0.21% Add +13.1% 21,389 $1.4M
Concurrent Investment Advisors, LLC 0.04% Add +2.3% 21,276 $1.3M
Blue Trust, Inc. 0.02% Add +9.8% 25,422 $1.3M
Founders Financial Securities LLC 0.12% Reduce -0.6% 21,083 $1.3M
Broadwater Capital Management LLC 0.98% No change 20,930 $1.3M
Savant Capital, LLC 0.01% Add +5.4% 20,802 $1.3M
Investors Research Corp 0.29% Add +0.6% 20,706 $1.3M
Sowell Financial Services LLC 0.06% Add +0.7% 20,698 $1.3M
Global Retirement Partners, LLC 0.04% Add +17.1% 20,688 $1.3M
Centaurus Financial, Inc. 0.08% Reduce -20.0% 20,643 $1.3M
Code Waechter LLC 1.25% — 20,624 $1.3M
Wedbush Securities Inc. 0.05% Reduce -11.3% 20,631 $1.3M
IFG Advisory, LLC 0.08% Add +12.7% 20,485 $1.3M
Arkadios Wealth Advisors 0.07% Add +21.0% 20,461 $1.3M
Bay Rivers Group 0.64% Reduce -2.1% 20,444 $1.3M
Schaper Benz & Wise Investment Counsel Inc. 0.10% Reduce -1.8% 20,420 $1.3M
Glenmede Trust Co. NA 0.01% Add +4.3% 20,391 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +9.7% 20,369 $1.3M
Prosperity Planning, Inc. 0.57% No change 20,266 $1.3M
Bleakley Financial Group, LLC 0.04% Reduce -21.9% 20,198 $1.3M
WCM Investment Management, LLC 0.00% Add +266.0% 20,361 $1.3M
Vident Advisory, LLC 0.03% Add +174.3% 20,030 $1.3M
Trust Investment Advisors 0.80% Reduce -8.8% 19,854 $1.3M
Red Cedar Investment Management, LLC 0.16% New 19,609 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +88.4% 19,374 $1.2M
Adams Asset Advisors, LLC 0.17% No change 19,275 $1.2M
Diligent Investors, LLC 0.28% Add +0.1% 19,263 $1.2M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -33.0% 19,253 $1.2M
Perennial Investment Advisors, LLC 0.16% Add +6.4% 19,008 $1.2M
SMART Wealth LLC 0.47% Add +34.5% 18,753 $1.2M
Blair William & Co. 0.00% Add +7.1% 18,632 $1.2M
Foresight Capital Management Advisors, Inc. 0.70% Add +7.6% 18,576 $1.2M
RB Capital Management, LLC 0.29% Reduce -4.7% 18,376 $1.2M
Stanley-Laman Group, Ltd. 0.15% No change 18,285 $1.2M
Vinva Investment Management Ltd 0.05% Reduce -33.4% 18,479 $1.2M
Kingswood Wealth Advisors, LLC 0.08% Add +11.9% 18,265 $1.2M
Naples Global Advisors, LLC 0.11% Reduce -0.7% 18,046 $1.1M
Hilltop Holdings Inc. 0.07% Add +131.4% 17,956 $1.1M
United Services Automobile Association 0.03% Reduce -17.7% 17,927 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.43% Reduce -3.7% 17,635 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -2.8% 17,440 $1.1M
NorthRock Partners, LLC 0.04% Reduce -1.4% 17,339 $1.1M
Nwam LLC 0.07% Reduce -8.7% 17,093 $1.1M
RDA Financial Network 0.33% Reduce -11.8% 17,003 $1.1M
Allen Capital Group, LLC 0.14% Reduce -6.4% 16,957 $1.1M
JBR Co Financial Management Inc 0.70% Add +54.6% 16,937 $1.1M
Greenleaf Trust 0.01% Add +1.0% 16,911 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Add +3.2% 16,858 $1.1M
Wealthcare Advisory Partners LLC 0.03% New 16,789 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +46.4% 16,694 $1.1M
Delta Investment Management, LLC 0.21% Reduce -6.4% 16,628 $1.1M
Versor Investments LP 0.17% Reduce -75.1% 16,600 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +5.7% 16,593 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -14.5% 16,490 $1.0M
Orion Portfolio Solutions, LLC 0.01% Reduce -14.5% 16,490 $1.0M
Wealthspire Advisors, LLC 0.01% New 16,355 $1.0M
V-Square Quantitative Management LLC 0.15% Add +9.7% 16,287 $1.0M
Armstrong, Fleming & Moore, Inc 0.60% Reduce -6.2% 16,280 $1.0M
Wilmington Savings Fund Society, FSB 0.02% New 16,279 $1.0M
Pasadena Private Wealth, LLC 0.22% Reduce -3.5% 16,237 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -0.3% 16,149 $1.0M
Convergence Financial, LLC 0.22% Add +63.6% 16,083 $1.0M
Ascentis Independent Advisors 0.16% Reduce -0.2% 15,851 $1.0M
Compass Ion Advisors, LLC 0.12% Reduce -9.0% 15,772 $1.0M
Samalin Investment Counsel, LLC 0.43% Reduce -1.2% 15,731 $998K
First National Trust Co 0.04% Reduce -0.0% 15,637 $992K
HighPoint Advisor Group LLC 0.06% Reduce -1.6% 16,801 $989K
Clifford Swan Investment Counsel LLC 0.04% Reduce -11.6% 15,575 $988K
LRI Investments, LLC 0.10% Reduce -0.6% 17,555 $984K
Fourpath Capital Management, LLC 0.18% Add +2.3% 15,455 $980K
Stoneridge Investment Partners LLC 0.36% Reduce -51.9% 15,392 $976K
Prime Capital Investment Advisors, LLC 0.01% Add +6.1% 15,323 $972K
Glen Eagle Advisors, LLC 0.16% Reduce -5.2% 15,280 $969K
Alpha Cubed Investments, LLC 0.04% Reduce -13.8% 15,198 $964K
Essex Financial Services, Inc. 0.07% Reduce -4.5% 15,117 $963K
LM Advisors LLC 0.20% Reduce -1.1% 15,161 $962K
L.M. Kohn & Company 0.24% Reduce -1.0% 15,121 $959K
SteelPeak Wealth, LLC 0.04% New 15,079 $956K
Perigon Wealth Management, LLC 0.03% Add +0.7% 15,052 $955K
Empowered Funds, LLC 0.01% Add +2.9% 15,101 $954K
Loudon Investment Management, LLC 0.52% Add +4.9% 14,870 $943K
Banco Santander, S.A. 0.01% Reduce -12.5% 14,787 $938K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +1467000.0% 14,671 $931K
Park Avenue Securities LLC 0.01% Reduce -16.1% 14,593 $925K
Harbor Investment Advisory, LLC 0.09% Reduce -0.1% 14,466 $917K
Westpac Banking Corp. 0.06% Add +16.5% 14,466 $917K
Heirloom Wealth Management 0.28% Reduce -28.0% 14,294 $907K
Retirement Planning Co of New England, Inc. 0.45% Add +4.9% 14,151 $897K
Atlanta Consulting Group Advisors, LLC 0.22% New 14,122 $896K
Prudential PLC 0.00% No change 14,103 $894K
OneDigital Investment Advisors LLC 0.01% Add +36.0% 14,064 $892K
Denver Wealth Management, Inc. 0.41% Reduce -1.0% 13,988 $887K
Money Concepts Capital Corp. 0.07% Add +4.3% 13,893 $881K
TFG Advisers LLC 0.32% Add +2.0% 13,885 $881K
Magnolia Capital Management Ltd. 0.70% Reduce -1.5% 13,872 $880K
GTS Securities LLC 0.02% Add +101.5% 13,828 $877K
Abundance Wealth Counselors 0.18% New 13,817 $876K
Panagora Asset Management Inc. 0.00% Reduce -0.0% 13,729 $871K
Ausdal Financial Partners, Inc. 0.09% Add +21.6% 13,707 $869K
Vawter Financial, Ltd. 0.53% No change 13,672 $867K
Bright Futures Wealth Management, LLC. 0.42% Add +31.0% 14,308 $865K
N.E.W. Advisory Services LLC 0.08% Add +19.5% 13,508 $857K
CW Advisors, LLC 0.01% Add +190.3% 13,468 $854K
Verus Capital Partners, LLC 0.08% Reduce -5.5% 13,421 $851K
Segall Bryant & Hamill, LLC 0.01% New 13,300 $843K
Modern Wealth Management, LLC 0.05% Reduce -0.1% 13,266 $841K
Black Swift Group, LLC 0.19% Add +16.2% 13,240 $840K
Duncker Streett & Co. Inc. 0.15% Add +0.0% 13,220 $838K
FJ Capital Management LLC 0.09% New 13,138 $833K
Moseley Investment Management Inc. 0.33% Add +0.0% 13,057 $828K
Stephens Inc. 0.01% Reduce -2.1% 13,004 $825K
William Allan Corp 0.51% Add +3.9% 12,940 $821K
Infrastructure Capital Advisors, LLC 0.13% Reduce -1.2% 12,932 $817K
Cyndeo Wealth Partners, LLC 0.06% Add +0.7% 12,813 $813K
Legacy Financial Advisors, Inc. 0.14% Reduce -0.4% 12,790 $811K
Meeder Advisory Services, Inc. 0.05% Reduce -9.3% 12,723 $807K
Consolidated Portfolio Review Corp 0.18% Add +4.8% 12,640 $802K
Harbour Investments, Inc. 0.02% Reduce -4.6% 12,634 $801K
Mosaic Family Wealth Partners, LLC 0.12% Reduce -6.6% 12,486 $792K
Cornercap Investment Counsel Inc. 0.23% Reduce -37.8% 12,453 $790K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -6.5% 12,399 $781K
Concourse Financial Group Securities, Inc. 0.05% Add +8.5% 12,243 $776K
Horizon Investments, LLC 0.02% Add +2.0% 12,330 $775K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.0% 12,163 $771K
GAMMA Investing LLC 0.08% Add +25.2% 12,097 $767K
Keudell/Morrison Wealth Management 0.21% Add +3.7% 11,954 $758K
Prestige Wealth Management Group LLC 0.16% Add +1319.0% 11,934 $757K
TCW Group Inc. 0.01% Reduce -2.3% 11,916 $756K
Brown Advisory Inc. 0.00% Reduce -4.2% 11,845 $751K
Checchi Capital Advisers, LLC 0.06% Reduce -2.0% 11,700 $742K
Tarbox Family Office, Inc. 0.12% Reduce -5.1% 11,687 $741K
Nicholson Wealth Management Group, LLC 0.61% — 11,673 $740K
Jeppson Wealth Management, LLC 0.26% Add +0.0% 11,658 $739K
First Trust Investment Solutions L.P. 0.08% Reduce -30.1% 11,646 $739K
Fifth Third Wealth Advisors LLC 0.04% Add +77.3% 11,567 $734K
My Legacy Advisors, LLC 0.29% Reduce -3.6% 11,501 $729K
Regal Investment Advisors LLC 0.05% Add +76.8% 11,339 $719K
Wolverine Trading, LLC 0.02% Reduce -62.7% 11,417 $716K
Summa Corp. 0.34% Add +21.6% 11,250 $713K
Sunbelt Securities, Inc. 0.07% Add +89.0% 11,217 $711K
Chiron Capital Management, LLC 0.63% Reduce -38.1% 11,204 $711K
Harbour Trust & Investment Management Co 0.08% Reduce -4.5% 11,126 $706K
Bokf, NA 0.01% Reduce -3.1% 11,153 $696K
Moneta Group Investment Advisors LLC 0.01% Add +3.0% 10,971 $696K
Mitchell McLeod Pugh & Williams Inc. 0.15% Add +44.0% 10,960 $695K
Siemens Fonds Invest GmbH 0.06% Add +13.1% 10,938 $694K
Chicago Partners Investment Group LLC 0.02% Add +1.4% 10,774 $692K
HHM Wealth Advisors, LLC 0.10% Reduce -22.1% 10,707 $679K
SlateStone Wealth, LLC 0.06% Reduce -0.6% 10,685 $678K
Avior Wealth Management, LLC 0.03% Reduce -11.7% 10,658 $676K
AE Wealth Management LLC 0.01% Reduce -6.8% 10,512 $667K
Cullen/Frost Bankers, Inc. 0.01% Add +1.5% 10,511 $667K
Quadrant Capital Group LLC 0.05% Add +2.5% 10,448 $663K
HB Wealth Management, LLC 0.01% Add +13.3% 10,382 $658K
Nicholas Wealth, LLC. 0.41% New 10,322 $655K
First National Advisers, LLC 0.10% Add +11.0% 10,276 $652K
Crane Advisory, LLC 0.12% No change 10,544 $649K
Private Trust Co. NA 0.07% Add +12.3% 10,187 $646K
Financial Management Network Inc. 0.14% Add +0.7% 10,392 $644K
Associated Banc-Corp 0.02% Add +0.8% 10,075 $639K
Powers Advisory Group, LLC 0.32% Reduce -1.4% 10,014 $635K
Romano Brothers and Company 0.08% Add +1.4% 9,994 $634K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +6.2% 9,891 $627K
Lanark Financial, Inc. 0.05% Reduce -2.1% 9,881 $626K
Portside Wealth Group, LLC 0.11% Reduce -1.8% 9,852 $625K
Sound Financial Strategies Group, LLC 0.50% Add +4.6% 9,841 $624K
Bailard, Inc. 0.02% Reduce -7.4% 9,810 $622K
Chesapeake Asset Management LLC 0.54% Add +2.3% 9,788 $621K
HBK Sorce Advisory LLC 0.02% Reduce -2.9% 9,780 $620K
Clearstead Advisors, LLC 0.01% Add +67.0% 9,740 $618K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 9,703 $615K
Family Legacy, Inc. 0.20% No change 9,606 $609K
Patron Partners, LLC 0.34% Add +13.7% 9,564 $607K
First Affirmative Financial Network 0.33% Reduce -4.2% 9,485 $602K
Sterling Financial Planning, Inc. 0.22% No change 9,480 $601K
Householder Group Estate & Retirement Specialist, LLC 0.18% Add +0.6% 9,486 $601K
Buckley Wealth Management, LLC 0.18% Add +1.9% 9,450 $599K
Summit Financial, LLC 0.02% Add +12.6% 9,398 $596K
WFA of San Diego, LLC 0.50% Reduce -3.4% 9,389 $595K
Wealthspire Retirement, LLC 0.05% Add +0.4% 9,364 $594K
GC Wealth Management RIA, LLC 0.10% Add +1.4% 9,311 $591K
Intrust Bank NA 0.06% Add +1.5% 9,273 $588K
Tiemann Investment Advisors, LLC 0.25% Reduce -3.4% 9,260 $587K
Quad-Cities Investment Group, LLC 0.29% Add +1.1% 9,170 $582K
Ingalls & Snyder LLC 0.02% No change 9,150 $580K
First Hawaiian Bank 0.02% Reduce -1.8% 9,118 $578K
Keystone Financial Group 0.07% Reduce -0.8% 9,089 $576K
NovaPoint Capital, LLC 0.18% Add +1.0% 8,999 $571K
Cigna Investments Inc. 0.10% Reduce -1.5% 8,974 $570K
Global X Japan Co., Ltd. 0.07% Reduce -10.3% 8,968 $569K
Foundations Investment Advisors, LLC 0.01% Add +25.0% 8,920 $566K
West Paces Advisors Inc. 0.14% Add +10.0% 8,910 $565K
First Heartland Consultants, Inc. 0.06% Reduce -74.4% 8,871 $563K
AdvisorNet Financial, Inc 0.04% Add +1.5% 8,848 $561K
Larson Financial Group LLC 0.03% Add +62.8% 8,832 $560K
Marshall Wace, LLP 0.00% New 8,820 $559K
Focus Financial Network, Inc. 0.02% Reduce -0.5% 8,820 $559K
First County Bank 0.28% Reduce -11.7% 8,785 $557K
CFS Investment Advisory Services, LLC 0.05% Reduce -13.2% 8,694 $551K
Caprock Group, LLC 0.02% Add +28.1% 8,687 $551K
Gen-Wealth Partners Inc 0.24% Reduce -1.6% 9,093 $550K
FSB Premier Wealth Management, Inc. 0.22% Add +102.6% 8,615 $546K
Quadcap Wealth Management, LLC 0.08% Reduce -1.9% 8,452 $536K
Founders Financial Alliance, LLC 0.15% Add +3.2% 8,396 $532K
Financial Advocates Investment Management 0.03% Add +7.6% 8,349 $529K
Focused Wealth Management, Inc 0.07% Add +0.7% 8,301 $526K
Intellectus Partners, LLC 0.13% Add +0.4% 8,199 $520K
Mather Group, Llc. 0.01% Reduce -17.8% 8,178 $519K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 8,161 $518K
CWA Asset Management Group, LLC 0.03% — 8,150 $517K
XML Financial, LLC 0.05% Add +58.0% 8,056 $511K
Ballentine Partners, LLC 0.01% Add +3.2% 8,048 $510K
Geneos Wealth Management Inc. 0.02% Reduce -4.9% 8,005 $508K
Anson Funds Management LP 0.07% New 8,000 $507K
Revisor Wealth Management LLC 0.32% Reduce -5.7% 7,977 $506K
Beacon Investment Advisors LLC 0.24% Add +12.4% 7,975 $506K
CCM Investment Advisers LLC 0.06% Reduce -15.8% 7,920 $502K
Financial Partners Group, Inc 0.07% Reduce -0.6% 7,903 $501K
SMH Capital Advisors Inc. 3.10% Reduce -1.4% 7,901 $501K
J.W. Cole Advisors, Inc. 0.02% Reduce -4.1% 7,839 $497K
Norden Group LLC 0.06% Add +43.8% 7,833 $497K
Procyon Advisors, LLC 0.03% Reduce -5.8% 7,836 $497K
Optiver Holding B.V. 0.01% New 7,822 $496K
Essex Bank 0.12% Add +12.0% 7,818 $496K
Cypress Capital Group 0.06% Reduce -1.3% 7,714 $489K
Community Bank & Trust, Waco, Texas 0.11% Reduce -5.5% 7,709 $489K
GYL Financial Synergies, LLC 0.04% Reduce -14.9% 7,691 $488K
Flputnam Investment Management Co. 0.01% Add +13.8% 7,608 $482K
CAP Partners, LLC 0.36% Add +0.9% 7,583 $481K
Valeo Financial Advisors, LLC 0.01% Reduce -4.4% 7,536 $478K
Trueblood Wealth Management, LLC 0.24% Add +3.5% 7,484 $475K
Jump Financial, LLC 0.01% Add +11.2% 7,452 $473K
Mission Creek Capital Partners, Inc. 0.11% Reduce -10.3% 7,427 $471K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -24.0% 7,343 $466K
Benchmark Investment Advisors LLC 0.33% No change 7,321 $464K
Ellis Investment Partners, LLC 0.09% Add +81.3% 7,158 $454K
Caldwell Sutter Capital, Inc. 0.21% Reduce -14.9% 7,142 $453K
Truvestments Capital LLC 0.12% Reduce -45.1% 7,069 $448K
Excalibur Management Corp. 0.17% Add +4.1% 7,039 $446K
Spire Wealth Management 0.01% Add +4.3% 7,028 $446K
New Insight Wealth Advisors 0.23% Reduce -8.2% 7,024 $445K
Dark Forest Capital Management LP 0.06% New 7,009 $445K
Hendershot Investments Inc. 0.06% No change 6,995 $444K
Bessemer Group Inc. 0.00% Reduce -27.5% 6,969 $442K
Summit Trail Advisors, LLC 0.01% Add +15.7% 6,912 $438K
Citizens National Bank Trust Department 0.09% Reduce -11.6% 6,893 $437K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.1% 6,880 $436K
Graypoint LLC 0.03% Add +9.8% 6,826 $433K
Fullcircle Wealth LLC 0.19% Reduce -24.6% 7,056 $432K
Cadence Bank 0.03% Add +21.4% 6,806 $432K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Add +0.4% 6,776 $430K
Investmark Advisory Group LLC 0.21% Add +1.6% 6,755 $428K
Sage Investment Advisers LLC 0.45% Add +0.0% 6,711 $426K
Cape Investment Advisory, Inc. 0.17% Add +0.2% 6,698 $425K
Panoramic Investment Advisors, LLC 0.29% — 6,692 $424K
American Investment Services, Inc. 0.07% No change 6,676 $423K
Blue Fin Capital, Inc. 0.08% No change 6,630 $420K
Sound View Wealth Advisors Group, LLC 0.03% Add +71.4% 6,576 $417K
Core Wealth Partners LLC 0.25% Add +59.5% 6,576 $417K
AlphaCore Capital LLC 0.09% Reduce -1.1% 6,541 $415K
Aptus Capital Advisors, LLC 0.01% Reduce -18.4% 6,519 $413K
Dudley Capital Management, LLC 0.22% Add +13.8% 6,504 $412K
TCFG Wealth Management, LLC 0.21% — 6,492 $412K
Angeles Investment Advisors, LLC 0.02% No change 6,434 $408K
Centiva Capital, LP 0.02% New 6,398 $406K
Regions Financial Corp. 0.00% Add +1.7% 6,384 $405K
Elevation Point Wealth Partners, LLC 0.04% Reduce -16.1% 6,349 $403K
Heartland Bank & Trust Co 0.21% Reduce -3.7% 6,269 $398K
Rodgers Brothers Inc. 0.05% Reduce -7.4% 6,250 $396K
Compound Planning, Inc. 0.02% Add +43.4% 6,236 $395K
Park Place Capital Corp 0.11% Add +11.6% 6,230 $395K
Shell Asset Management Co. 0.02% — 6,234 $395K
Prudent Man Advisors, LLC 0.13% No change 6,211 $394K
Arete Wealth Advisors, LLC 0.03% New 6,231 $393K
Milestone Asset Management, LLC 0.09% Reduce -0.3% 6,190 $393K
Integrated Advisors Network LLC 0.02% Add +1.6% 6,178 $392K
9258 Wealth Management, LLC 0.06% Add +9.6% 6,141 $389K
IFP Advisors, Inc 0.01% Reduce -11.1% 6,138 $389K
Summit Financial Wealth Advisors, LLC 0.07% Reduce -33.0% 6,080 $386K
Opus Capital Group, LLC 0.05% Reduce -0.4% 6,061 $384K
Certuity, LLC 0.04% Add +2.7% 6,051 $384K
Marcum Wealth, LLC 0.04% Add +9.1% 6,050 $384K
Petix & Botte Co 0.10% No change 6,028 $382K
Lazard Asset Management LLC 0.00% Reduce -32.3% 6,028 $381K
AllSquare Wealth Management LLC 0.22% No change 5,997 $380K
Everhart Financial Group, Inc. 0.08% Add +28.2% 5,990 $380K
SignalPoint Asset Management, LLC 0.09% Reduce -2.5% 6,045 $379K
King Luther Capital Management Corp. 0.00% Reduce -82.0% 5,922 $376K
180 Wealth Advisors, LLC 0.06% Reduce -6.7% 5,920 $375K
Fragasso Financial Advisors Inc 0.03% New 5,885 $373K
Farther Finance Advisors, LLC 0.01% Add +10.4% 5,868 $372K
Teacher Retirement System of Texas 0.00% Reduce -65.2% 5,830 $370K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 5,831 $370K
Westwood Holdings Group Inc. 0.00% Reduce -94.5% 5,786 $367K
Court Place Advisors, LLC 0.11% Add +0.1% 5,772 $366K
Walker Asset Management, LLC 0.23% Add +1.3% 5,767 $366K
Wolverine Asset Management LLC 0.04% Reduce -78.7% 5,711 $362K
Csenge Advisory Group 0.02% Reduce -4.7% 5,843 $361K
Vise Technologies, Inc. 0.05% New 5,683 $360K
Transcend Capital Advisors, LLC 0.02% Reduce -0.0% 5,663 $359K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.0% 5,657 $359K
Vance Wealth, LLC 0.14% Reduce -0.0% 5,626 $357K
TPG Advisors LLC 0.28% Add +2.1% 5,616 $356K
Campion Asset Management 0.26% No change 5,570 $353K
CIC Wealth, LLC 0.09% New 5,565 $353K
Phillips Wealth Planners LLC 0.34% Add +3.0% 5,481 $352K
Cross Staff Investments Inc 0.27% No change 5,511 $350K
MBB Public Markets I LLC 0.03% Reduce -91.0% 5,490 $348K
Strategy Asset Managers LLC 0.07% Add +22.6% 5,489 $348K
Brighton Jones LLC 0.01% Reduce -7.7% 5,486 $348K
HUB Investment Partners, LLC 0.02% Reduce -10.8% 5,475 $347K
Lummis Asset Management, LP 0.40% No change 5,457 $346K
Kellett Wealth Advisors, LLC 0.24% Add +10.2% 5,390 $342K
Principle Wealth Partners LLC 0.02% No change 5,375 $341K
Landscape Capital Management, L.L.C. 0.03% New 5,352 $339K
Meridian Wealth Management, LLC 0.02% New 5,342 $339K
Prairie Sky Financial Group LLC 0.19% No change 5,332 $338K
Ignite Planners, LLC 0.08% Add +0.6% 5,273 $334K
Premier Path Wealth Partners, LLC 0.05% Add +9.9% 5,259 $334K
Western Wealth Management, LLC 0.02% Add +0.9% 5,235 $332K
EverSource Wealth Advisors, LLC 0.02% Reduce -16.3% 5,226 $331K
Argent Trust Co 0.01% Reduce -11.8% 5,207 $330K
Whalen Wealth Management Inc. 0.23% New 5,196 $330K
Avestar Capital, LLC 0.04% Add +4.7% 5,192 $329K
Freedom Investment Management, Inc. 0.03% Reduce -9.9% 5,185 $329K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,182 $329K
Mayflower Financial Advisors, LLC 0.05% Add +2.4% 5,162 $327K
Evanson Asset Management, LLC 0.02% Add +0.3% 5,158 $327K
Mason & Associates Inc 0.08% Reduce -0.1% 5,143 $326K
FLC Capital Advisors 0.08% Add +28.1% 5,136 $326K
Visionary Wealth Advisors 0.02% Add +1.2% 5,126 $325K
BlueChip Wealth Advisors LLC 0.17% Reduce -1.9% 5,108 $324K
Insigneo Advisory Services, LLC 0.03% Reduce -5.2% 5,103 $324K
Beverly Hills Private Wealth, LLC 0.07% Reduce -12.7% 5,093 $323K
NorthStar Asset Management LLC 0.21% Reduce -8.3% 5,060 $321K
SS&H Financial Advisors, Inc. 0.12% No change 5,050 $320K
Channel Wealth LLC 0.11% Reduce -46.3% 5,042 $320K
Catalyst Capital Advisors LLC 0.01% No change 5,000 $317K
RIA Advisory Group LLC 0.11% — 4,986 $316K
Morningstar Investment Services LLC 0.00% Add +9.0% 5,015 $315K
Verdad Advisers, LP 0.42% New 4,951 $314K
ProVise Management Group, LLC 0.02% Add +8.5% 4,949 $314K
Napa Wealth Management 0.15% Add +21.7% 4,940 $313K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.0% 4,930 $313K
Brown, Lisle/Cummings, Inc. 0.09% Add +1.2% 4,925 $312K
MeadowBrook Investment Advisors LLC 0.29% Reduce -19.3% 4,915 $312K
ETF Store, Inc. 0.32% Add +5.4% 4,902 $311K
Moneco Advisors, LLC 0.04% New 4,894 $310K
Lake Street Advisors Group, LLC 0.01% Reduce -1.1% 4,814 $305K
TD Waterhouse Canada Inc. 0.00% Add +615.7% 4,824 $304K
West Family Investments, Inc. 0.10% Add +7.2% 4,783 $303K
International Assets Investment Management, LLC 0.02% Reduce -52.1% 4,755 $302K
Leo Wealth, LLC 0.03% Reduce -19.9% 4,729 $300K
Stiles Financial Services Inc 0.11% Add +0.4% 4,716 $299K
Holderness Investments Co. 0.06% Add +6.0% 4,653 $295K
Cozad Asset Management Inc. 0.03% Reduce -4.0% 4,638 $294K
Charter Oak Capital Management, LLC 0.03% Add +15.5% 4,601 $292K
Silverlake Wealth Management LLC 0.11% Add +0.3% 4,578 $290K
Northcape Wealth Management, LLC 0.09% No change 4,563 $289K
Atticus Wealth Management, LLC 0.09% Add +0.4% 4,543 $288K
Modera Wealth Management, LLC 0.00% Reduce -0.8% 4,532 $287K
Legacy Advisors, LLC 0.03% New 4,531 $287K
Good Life Advisors, LLC 0.02% Reduce -14.3% 4,528 $287K
First Manhattan Co. Llc. 0.00% Reduce -15.1% 4,506 $286K
Rinkey Investments 0.09% Add +4.0% 4,504 $286K
Tyche Wealth Partners LLC 0.06% Reduce -4.1% 4,472 $284K
Lantz Financial LLC 0.08% Add +0.7% 4,465 $283K
Berger Financial Group, Inc 0.02% Add +4.4% 4,441 $282K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -36.4% 4,057 $279K
Boston Financial Mangement LLC 0.01% Reduce -18.6% 4,374 $277K
Sovereign Financial Group, Inc. 0.06% Reduce -3.3% 4,362 $277K
Moody National Bank Trust Division 0.03% New 4,356 $276K
Gilman Hill Asset Management, LLC 0.05% New 4,341 $275K
Colonial River Investments, LLC 0.14% Reduce -0.9% 4,325 $274K
Axxcess Wealth Management, LLC 0.01% Reduce -0.9% 4,325 $274K
Coastwise Capital Group, LLC 0.22% Add +12.9% 4,300 $273K
Yoder Wealth Management, Inc. 0.16% New 4,293 $272K
JT Stratford LLC 0.05% New 4,289 $272K
Cascade Financial Partners, LLC 0.03% No change 4,244 $270K
LaSalle St. Investment Advisors, LLC 0.11% New 4,269 $270K
Brooklyn Investment Group 0.09% New 4,254 $270K
Congress Park Capital LLC 0.10% No change 4,250 $270K
Wedmont Private Capital 0.02% Add +11.9% 4,369 $269K
Smith, Moore & Co. 0.03% Add +1.3% 4,231 $268K
Howard Capital Management, LLC 0.00% New 4,227 $268K
Los Angeles Capital Management LLC 0.00% No change 4,221 $268K
Aull & Monroe Investment Management Corp 0.12% No change 4,200 $266K
U.S. Capital Wealth Advisors, LLC 0.01% New 4,167 $264K
Aviso Wealth Management 0.14% Reduce -43.5% 4,118 $261K
Pointe Capital Management LLC 0.15% No change 4,094 $260K
Fulton Breakefield Broenniman LLC 0.02% Reduce -8.1% 4,090 $259K
LexAurum Advisors, LLC 0.06% Reduce -7.2% 4,073 $258K
Stockman Wealth Management, Inc. 0.04% Add +7.0% 4,072 $258K
Wrapmanager Inc. 0.07% Reduce -25.4% 4,068 $258K
Jacobsen Capital Management 0.11% Add +0.1% 4,062 $258K
Asset Dedication, LLC 0.02% Reduce -40.5% 4,054 $257K
Slagle Financial, LLC 0.11% Reduce -1.0% 4,040 $256K
CI Investments Inc. 0.00% Add +8.1% 4,019 $255K
Prospect Financial Services LLC 0.16% New 4,019 $255K
Prosperity Wealth Management, Inc. 0.10% No change 4,019 $255K
Financial Counselors Inc. 0.00% Reduce -29.1% 4,013 $255K
Dorsey & Whitney Trust CO LLC 0.01% Add +1.0% 4,010 $254K
EJF Capital LP 0.17% New 4,000 $254K
Campbell & CO Investment Adviser LLC 0.02% Reduce -62.0% 3,988 $253K
Keystone Wealth Services, LLC 0.07% Reduce -2.2% 3,968 $252K
Central Valley Advisors, LLC 0.14% New 3,964 $251K
Flynn Zito Capital Management, LLC 0.12% Add +1.1% 3,960 $251K
Alpha Family Trust 0.14% No change 3,930 $249K
Cetera Trust Company, N.A 0.15% Reduce -0.6% 3,925 $249K
Capstone Investment Advisors, LLC 0.01% Reduce -90.1% 3,912 $248K
Mattern Wealth Management LLC 0.05% New 3,906 $248K
Werba Rubin Papier Wealth Management 0.06% New 3,899 $247K
Hoxton Planning & Management, LLC 0.10% New 3,898 $247K
PFG Advisors 0.02% Reduce -9.9% 3,895 $247K
AMG National Trust Bank 0.01% Add +1.6% 3,886 $246K
Northstar Advisory Group, LLC 0.13% New 3,885 $246K
LGT Fund Management Co Ltd. 0.03% New 3,942 $246K
Sandbox Financial Partners, LLC 0.09% Add +0.0% 3,878 $246K
Whittier Trust Co. 0.00% Add +4.5% 3,871 $245K
Advisory Alpha, LLC 0.01% Reduce -0.2% 3,868 $245K
Crescent Sterling, Ltd. 0.23% Reduce -4.5% 3,859 $245K
Scott Capital Advisors, LLC 0.07% New 3,850 $244K
Sunpointe, LLC 0.20% Reduce -0.3% 3,832 $243K
Trajan Wealth LLC 0.01% New 3,804 $241K
Pitcairn Co. 0.01% Reduce -23.6% 3,757 $238K
DF Dent & Co. Inc. 0.00% Reduce -8.5% 3,753 $238K
Jentner Corp 0.07% New 3,747 $238K
Connors Investor Services Inc. 0.02% Reduce -9.7% 3,745 $238K
Brevan Howard Capital Management LP 0.01% New 3,729 $236K
CFO4Life Group, LLC 0.04% New 3,703 $235K
Cherry Creek Investment Advisors, Inc. 0.12% New 3,699 $235K
Busey Bank 0.01% New 3,689 $234K
PDS Planning, Inc 0.02% New 3,686 $234K
Wealth Management Associates, Inc. 0.10% New 3,676 $233K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,670 $233K
Signal Advisors Wealth, LLC 0.03% New 3,664 $232K
Spirepoint Private Client, LLC 0.03% New 3,655 $232K
MBA Advisors LLC 0.11% New 3,629 $230K
JFS Wealth Advisors, LLC 0.02% Add +472.2% 3,599 $228K
Exencial Wealth Advisors, LLC 0.01% Reduce -26.3% 3,587 $227K
Sonora Investment Management Group, LLC 0.02% New 3,584 $227K
Ancora Advisors LLC 0.01% Reduce -17.3% 3,584 $227K
Montag A & Associates Inc. 0.01% No change 3,580 $227K
Westside Investment Management, Inc. 0.05% No change 3,579 $227K
Zacks Investment Management 0.00% New 3,573 $227K
Atlas Financial Advisors, Inc. 0.36% New 3,570 $226K
LPF Advisors LLC 0.19% New 3,544 $225K
Cornerstone Wealth Management, LLC 0.02% Reduce -10.2% 3,536 $224K
Wesbanco Bank Inc. 0.01% New 3,520 $223K
FDx Advisors, Inc. 0.06% New 3,499 $222K
Shelton Capital Management 0.01% New 3,496 $222K
Sand Hill Global Advisors, LLC 0.01% Reduce -25.6% 3,482 $221K
Wealth Quarterback LLC 0.11% New 3,470 $220K
Conning Inc. 0.01% New 3,467 $220K
Strategic Wealth Investment Group, LLC 0.02% New 3,489 $220K
Johnson Investment Counsel Inc. 0.00% New 3,458 $219K
Silvia McColl Wealth Management, LLC 0.16% New 3,450 $219K
CX Institutional 0.01% New 3,442 $218K
Keel Point, LLC 0.02% Reduce -21.0% 3,442 $218K
Everpar Advisors LLC 0.11% Reduce -27.8% 3,439 $218K
First Nebraska Trust Co 0.02% Reduce -22.5% 3,436 $218K
Silver Lake Group, L.L.C. 0.00% New 3,450 $218K
Moss Adams Wealth Advisors LLC 0.02% New 3,433 $218K
Mindset Wealth Management, LLC 0.09% — 3,428 $217K
Morningstar Investment Management LLC 0.02% Reduce -13.3% 3,496 $217K
L2 Asset Management, LLC 0.06% New 3,417 $217K
BSW Wealth Partners 0.03% New 3,399 $216K
Clear Creek Financial Management, LLC 0.02% New 3,390 $215K
First Interstate Bank 0.01% New 3,386 $215K
Schechter Investment Advisors, LLC 0.02% New 3,373 $214K
Lazari Capital Management, Inc. 0.09% New 3,359 $213K
Simon Quick Advisors, LLC 0.01% New 3,359 $213K
Fidelis Capital Partners, LLC 0.03% New 3,311 $213K
Patrick M Sweeney & Associates, Inc. 0.16% New 3,348 $212K
Aspiriant, LLC 0.01% New 3,345 $212K
Robertson Stephens Wealth Management, LLC 0.01% New 3,321 $211K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.3% 3,312 $210K
Stonebrook Private Inc. 0.06% New 3,291 $209K
Semus Wealth Partners LLC 0.15% New 3,284 $208K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +286.1% 3,282 $208K
Balyasny Asset Management L.P. 0.00% New 3,276 $208K
Empower Advisory Group, LLC 0.00% New 3,274 $208K
McDaniel Terry & Co. 0.02% New 3,269 $207K
Planned Solutions, Inc. 0.08% New 3,245 $206K
Trek Financial, LLC 0.02% New 3,243 $206K
Quotient Wealth Partners, LLC 0.01% New 3,235 $205K
Tobam 0.04% Add +9.0% 3,240 $205K
Guyasuta Investment Advisors Inc. 0.01% Reduce -46.6% 3,226 $205K
Strategic Blueprint, LLC 0.01% New 3,219 $204K
Commons Capital, LLC 0.23% New 3,216 $204K
Somerset Trust Co 0.08% New 3,216 $204K
Octavia Wealth Advisors, LLC 0.03% New 3,201 $203K
Diversified, LLC 0.02% New 3,201 $203K
Diversified Enterprises, LLC 0.02% — 3,201 $203K
Koshinski Asset Management, Inc. 0.02% New 3,195 $203K
Ridgewood Investments LLC 0.10% Add +33.1% 3,179 $202K
NorthCoast Asset Management LLC 0.00% New 3,162 $201K
Financial Alternatives, Inc 0.14% New 3,159 $200K
Nilsine Partners, LLC 0.03% New 3,154 $200K
SRH Advisors, LLC 0.06% No change 3,100 $197K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +4.1% 3,060 $194K
Realta Investment Advisors 0.09% Reduce -79.6% 3,124 $194K
Tidemark, LLC 0.07% Add +0.8% 2,879 $183K
Main Street Group, LTD 0.08% Add +48.7% 2,768 $176K
Coastline Trust Co 0.02% New 2,760 $175K
Plato Investment Management Ltd 0.01% Add +683.8% 2,704 $171K
M&R Capital Management Inc. 0.04% Add +1.3% 2,664 $169K
New Millennium Group LLC 0.11% Add +69.2% 2,627 $167K
Armstrong Advisory Group, Inc. 0.01% Reduce -10.9% 2,516 $160K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.0% 2,500 $159K
C M Bidwell & Associates Ltd. 0.10% Add +3.4% 2,496 $158K
Bogart Wealth, LLC 0.01% Add +0.0% 2,485 $158K
Y.D. More Investments Ltd 0.02% Add +11.1% 2,442 $155K
Cromwell Holdings LLC 0.10% No change 2,433 $154K
Fortitude Family Office, LLC 0.06% Add +1542.4% 2,365 $150K
Lindbrook Capital, LLC 0.01% Add +19.7% 2,343 $149K
Founders Capital Management 0.09% No change 2,280 $145K
Motco 0.01% Reduce -15.7% 2,245 $142K
Caldwell Trust Co 0.01% Reduce -8.7% 2,214 $140K
Toth Financial Advisory Corp. 0.02% Add +3.9% 2,167 $137K
CoreCap Advisors, LLC 0.01% New 2,153 $137K
Smartleaf Asset Management LLC 0.02% Add +126.8% 2,155 $135K
Alta Advisers Ltd 0.06% Add +31.3% 2,100 $133K
Manchester Capital Management LLC 0.02% Add +113.6% 2,048 $130K
Baldwin Wealth Partners LLC 0.01% Add +65.8% 2,040 $129K
Arax Advisory Partners 0.01% Add +0.9% 2,012 $128K
Financial Perspectives, Inc 0.04% No change 2,011 $128K
Osterweis Capital Management Inc. 0.01% No change 2,000 $127K
Cherry Tree Wealth Management, LLC 0.03% No change 1,982 $126K
Pinnacle Bancorp, Inc. 0.03% No change 1,978 $125K
Flaharty Asset Management, LLC 0.02% New 1,965 $125K
Hollencrest Capital Management 0.01% Add +37.4% 1,946 $123K
Covestor Ltd 0.08% Add +9.7% 1,940 $123K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $123K
Parkside Financial Bank & Trust 0.02% Reduce -6.8% 1,926 $122K
Tompkins Financial Corp. 0.01% Add +6.9% 1,871 $119K
Castleview Partners, LLC 0.07% Add +1.4% 1,841 $117K
Optimum Investment Advisors 0.05% Reduce -10.0% 1,800 $114K
FinTrust Capital Advisors, LLC 0.02% Add +564.5% 1,781 $113K
JNBA Financial Advisors 0.01% No change 1,780 $113K
Glass Jacobson Investment Advisors llc 0.04% No change 1,765 $112K
Anchor Investment Management, LLC 0.01% Add +0.6% 1,719 $109K
Creative Financial Designs Inc. 0.01% Add +5.6% 1,706 $108K
Heritage Wealth Advisors 0.00% Add +3.6% 1,620 $103K
City State Bank 0.04% No change 1,600 $101K
ESL Trust Services, LLC 0.02% No change 1,600 $101K
Bangor Savings Bank 0.01% No change 1,592 $101K
Versant Capital Management, Inc 0.02% No change 1,569 $100K
Capital Analysts, LLC 0.00% Add +60.4% 1,543 $98K
Tsfg, LLC 0.02% Add +0.7% 1,534 $97K
Cedar Wealth Management, LLC 0.03% Add +1.7% 1,475 $94K
Front Row Advisors LLC 0.03% No change 1,460 $93K
CENTRAL TRUST Co 0.00% Reduce -13.7% 1,446 $92K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -31.0% 1,418 $90K
Quent Capital, LLC 0.01% Add +0.3% 1,416 $90K
Grove Bank & Trust 0.01% Add +14.3% 1,409 $89K
McIlrath & Eck, LLC 0.01% No change 1,363 $86K
Rothschild Investment LLC 0.01% Add +2.4% 1,305 $83K
Beacon Capital Management, LLC 0.01% Reduce -12.7% 1,280 $81K
Cypress Capital Management LLC (WY) 0.08% New 1,218 $77K
NBT Bank, N.A. 0.01% New 1,210 $77K
Trust Co 0.01% No change 1,197 $76K
Hexagon Capital Partners LLC 0.01% Add +0.7% 1,152 $73K
Winthrop Capital Management, LLC 0.03% New 1,119 $71K
Bank of New Hampshire 0.02% No change 1,100 $70K
CoreFirst Bank & Trust 0.04% New 1,080 $68K
RE Dickinson Investment Advisors, LLC 0.04% No change 1,026 $65K
Darwin Wealth Management, LLC 0.02% New 1,019 $65K
Salem Investment Counselors Inc. 0.00% Add +24.7% 1,010 $64K
Future Financial Wealth Managment LLC 0.05% New 1,000 $63K
Capital Advisors, Ltd. LLC 0.01% Add +446.4% 989 $63K
Wolff Wiese Magana LLC 0.04% Reduce -4.9% 970 $62K
Fortis Group Advisors, LLC 0.01% No change 950 $60K
First Horizon Advisors, Inc. 0.00% Add +313.5% 947 $60K
GPS Wealth Strategies Group, LLC 0.01% Reduce -25.1% 938 $59K
Bellevue Asset Management, LLC 0.03% Add +0.1% 930 $59K
Pacifica Partners Inc. 0.02% Add +89.2% 927 $59K
Godsey & Gibb, Inc. 0.01% No change 920 $58K
Semmax Financial Advisors Inc. 0.02% Reduce -20.7% 1,022 $58K
Wiser Advisor Group LLC 0.08% Reduce -6.3% 872 $55K
Central Pacific Bank - Trust Division 0.01% No change 864 $55K
Oliver Lagore Vanvalin Investment Group 0.01% No change 837 $53K
Sugarloaf Wealth Management, LLC 0.01% Reduce -68.4% 823 $52K
HM Payson & Co. 0.00% Reduce -44.3% 821 $52K
Catalyst Funds Management Pty Ltd 0.01% New 800 $51K
Silvant Capital Management LLC 0.00% No change 796 $50K
Missouri Trust & Investment Co 0.02% Add +0.3% 785 $50K
Activest Wealth Management 0.02% No change 782 $50K
Plante Moran Financial Advisors, LLC 0.00% New 769 $49K
Venturi Wealth Management, LLC 0.00% Reduce -1.5% 741 $47K
Deseret Mutual Benefit Administrators 0.02% Add +3.2% 739 $47K
1620 Investment Advisors, Inc. 0.03% Reduce -7.9% 737 $47K
Compass Wealth Management LLC 0.01% No change 700 $44K
MV Capital Management, Inc. 0.00% Add +29.2% 694 $44K
Dynamic Wealth Strategies, LLC 0.04% Add +69.1% 695 $44K
Hoertkorn Richard Charles 0.02% No change 666 $42K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $42K
Riverview Trust Co 0.04% Add +3.0% 649 $41K
Hilltop National Bank 0.01% Reduce -1.7% 631 $40K
Concord Wealth Partners 0.01% Add +18.9% 628 $40K
Mfa Wealth Advisors, LLC 0.01% No change 625 $40K
Smithfield Trust Co 0.00% No change 575 $38K
WASHINGTON TRUST Co 0.00% No change 597 $38K
Bruce G. Allen Investments, LLC 0.03% No change 596 $38K
Center for Financial Planning, Inc. 0.01% No change 580 $37K
Private Wealth Management Group, LLC 0.01% No change 555 $35K
Continuum Advisory, LLC 0.00% Add +2.5% 628 $35K
Independence Bank of Kentucky 0.01% Add +340.0% 550 $35K
Quarry LP 0.01% Reduce -80.9% 545 $35K
Financial Network Wealth Advisors LLC 0.03% Reduce -37.9% 532 $34K
Creative Capital Management Investments LLC 0.01% Add +133.3% 525 $33K
GW&K Investment Management, LLC 0.00% Add +14.1% 526 $33K
Bell Investment Advisors, Inc 0.01% Reduce -5.4% 510 $32K
Key Financial Inc 0.01% Add +1.8% 509 $32K
Investment Research & Advisory Group, Inc. 0.01% No change 500 $32K
Rosenberg Matthew Hamilton 0.01% Add +75.4% 491 $31K
Mb, Levis & Associates, LLC 0.02% Add +0.6% 482 $31K
Mechanics Financial Corp 0.01% New 480 $30K
Mark Sheptoff Financial Planning, LLC 0.02% No change 479 $30K
Strengthening Families & Communities, LLC 0.01% Reduce -9.8% 477 $30K
Archer Investment Corp 0.01% Add +1.1% 469 $30K
Meeder Asset Management Inc. 0.00% Add +4.5% 463 $29K
Empirical Asset Management, LLC 0.01% New 10,087 $29K
Hoey Investments, Inc. 0.01% No change 544 $29K
Rise Advisors, LLC 0.01% Add +1.4% 432 $27K
Carmichael Hill & Associates, Inc. 0.01% No change 428 $27K
American National Bank & Trust 0.00% No change 427 $27K
Oarsman Capital, Inc. 0.01% New 426 $27K
Tortoise Investment Management, LLC 0.00% Add +2.0% 416 $26K
Providence Capital Advisors, LLC 0.01% No change 408 $26K
Piscataqua Savings Bank 0.02% No change 400 $25K
Arlington Trust Co LLC 0.01% No change 400 $25K
Hazlett, Burt & Watson, Inc. 0.01% No change 400 $25K
TruNorth Capital Management, LLC 0.01% No change 391 $25K
Tucker Asset Management LLC 0.01% Reduce -17.2% 385 $24K
Community Bank, N.A. 0.00% No change 380 $24K
Valley National Advisers Inc. 0.00% Reduce -33.6% 380 $24K
Albion Financial Group 0.00% Add +1.4% 367 $23K
Monetary Management Group Inc. 0.01% No change 360 $23K
Northwest Financial Advisors 0.02% New 355 $23K
Northwest Investment Counselors, LLC 0.01% New 350 $22K
Hartford Financial Management Inc. 0.00% No change 350 $22K
CBIZ Investment Advisory Services, LLC 0.00% No change 346 $22K
Hobbs Group Advisors, LLC 0.01% Add +50.9% 344 $22K
Abound Wealth Management 0.01% Add +1.2% 342 $22K
Transcendent Capital Group LLC 0.01% No change 341 $22K
Aspect Partners, LLC 0.01% Reduce -4.1% 325 $21K
WR Wealth Planners, LLC 0.01% No change 319 $20K
FNY Investment Advisers, LLC 0.01% Add +20.0% 330 $20K
First Pacific Financial 0.00% New 310 $20K
Global Financial Private Client, LLC 0.01% New 310 $20K
Aspire Private Capital, LLC 0.00% Add +1.0% 306 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -1.7% 288 $18K
Richard W. Paul & Associates, LLC 0.01% Add +2.1% 287 $18K
Barrett & Company, Inc. 0.01% No change 284 $18K
Hemington Wealth Management 0.00% New 313 $18K
Reston Wealth Management LLC 0.01% New 280 $18K
Planning Capital Management Corp 0.01% Add +585.0% 274 $17K
SOA Wealth Advisors, LLC. 0.00% No change 274 $17K
Sandy Spring Bank 0.00% Reduce -9.8% 268 $17K
New Age Alpha Advisors, LLC 0.01% New 255 $16K
Salomon & Ludwin, LLC 0.00% No change 254 $16K
Clear Investment Research, LLC 0.02% No change 253 $16K
ORG Partners LLC 0.00% Reduce -45.7% 238 $15K
Evermay Wealth Management LLC 0.00% No change 238 $15K
CGC Financial Services, LLC 0.01% No change 236 $15K
Washington Trust Advisors, Inc. 0.00% No change 233 $15K
CVA Family Office, LLC 0.00% Add +25.1% 219 $14K
SouthState Bank Corp 0.00% New 215 $14K
DT Investment Partners, LLC 0.00% New 207 $13K
AlphaMark Advisors, LLC 0.00% New 200 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 200 $13K
Hoese & Co LLP 0.01% No change 200 $13K
Strategic Investment Solutions, Inc. 0.00% No change 200 $13K
Highline Wealth Partners LLC 0.00% Add +13.1% 199 $13K
Sachetta, LLC 0.00% Add +7.1% 195 $12K
Roble, Belko & Company, Inc 0.00% Add +40.5% 184 $12K
Ameliora Wealth Management Ltd. 0.01% No change 188 $12K
St Germain D J Co. Inc. 0.00% No change 185 $12K
Legacy Investment Solutions, LLC 0.01% — 200 $11K
Legacy Wealth Managment, LLC 0.01% — 200 $11K
Bare Financial Services, Inc 0.00% No change 173 $11K
Oakworth Capital, Inc. 0.00% No change 173 $11K
FSC Wealth Advisors, LLC 0.01% Add +1.2% 169 $11K
Sittner & Nelson, LLC 0.00% No change 163 $10K
Elequin Capital, LP 0.02% Add +89.3% 159 $10K
IFS Advisors, LLC 0.01% No change 159 $10K
PSI Advisors, LLC 0.00% No change 150 $10K
Crewe Advisors LLC 0.00% Add +27.6% 148 $9K
Proffitt & Goodson Inc. 0.00% New 138 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $9K
Earned Wealth Advisors, LLC 0.00% New 135 $9K
Kiely Wealth Advisory Group, Inc. 0.01% No change 143 $8K
GHP Investment Advisors, Inc. 0.00% No change 121 $8K
Fairscale Capital, LLC 0.01% No change 120 $8K
Operose Advisors LLC 0.00% No change 110 $7K
Carolinas Wealth Consulting LLC 0.00% Add +10.1% 109 $7K
Dunhill Financial, LLC 0.00% Add +103.8% 108 $7K
HighMark Wealth Management LLC 0.00% Reduce -48.3% 106 $7K
Morgan Dempsey Capital Management LLC 0.00% New 104 $7K
Boyd Watterson Asset Management LLC 0.00% No change 103 $7K
Global Trust Asset Management, LLC 0.00% No change 100 $6K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $6K
Cedar Mountain Advisors, LLC 0.00% New 99 $6K
Nemes Rush Group LLC 0.00% Reduce -70.5% 112 $6K
Avion Wealth 0.00% Reduce -37.3% 101 $6K
Tributary Capital Management, LLC 0.00% No change 82 $5K
CKW Financial Group 0.00% No change 75 $5K
Chilton Capital Management LLC 0.00% Reduce -98.3% 74 $5K
TFC Financial Management, Inc. 0.00% Add +28.1% 73 $5K
POM Investment Strategies, LLC 0.00% Add +1.4% 72 $5K
Mascoma Wealth Management LLC 0.00% No change 67 $4K
Country Trust Bank 0.00% Reduce -81.6% 62 $4K
Delta Asset Management LLC 0.00% No change 60 $4K
Raffa Wealth Management, LLC 0.00% No change 57 $4K
Kozak & Associates, Inc. 0.00% No change 52 $3K
Robinswood Financial LLC 0.00% Reduce -89.9% 50 $3K
Financial Management Professionals, Inc. 0.00% Reduce -31.0% 40 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
Johnson Financial Group, Inc. 0.00% New 47 $3K
Pinnacle Financial Partners Inc 0.00% Reduce -94.9% 45 $3K
Eagle Bay Advisors LLC 0.00% No change 44 $3K
Iron Horse Wealth Management, LLC 0.00% Add +100.0% 40 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 37 $2K
Systematic Financial Management LP 0.00% Reduce -99.8% 30 $2K
Valued Wealth Advisors LLC 0.00% Add +833.3% 28 $2K
JDM Financial Group LLC 0.00% New 28 $2K
Pacific Center for Financial Services 0.00% No change 23 $1K
Cornerstone Planning Group LLC 0.00% Add +50.0% 24 $1K
Caitlin John, LLC 0.00% No change 23 $1K
Fairman Group, LLC 0.00% No change 19 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 19 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $1K
Coston, McIsaac & Partners 0.00% No change 26 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -99.0% 12 $1K
American Capital Advisory, LLC 0.00% New 14 $888
Clarity Asset Management, Inc. 0.00% No change 13 $812
MCF Advisors LLC 0.00% No change 12 $762
Voisard Asset Management Group, Inc. 0.00% New 11 $698
WestEnd Advisors, LLC 0.00% New 6 $381
Leonteq Securities AG 0.00% Reduce -99.6% 6 $381
Nvwm, LLC 0.00% Reduce -98.2% 5 $317
REAP Financial Group, LLC 0.00% No change 4 $254
Mendota Financial Group, LLC 0.00% New 2 $127
Cranbrook Wealth Management, LLC 0.00% New 1 $64

"% of holder's portfolio" is O's weight in each manager's 13F, not the share of Realty Income Corp. the manager owns.