Realty IncomeO

13F holders, Q1 2025 (March 31)
1,278holders +14
120new positions
97sold out
9famous investors
$57.98avg. 13F price*

At the end of Q1 2025, 1,278 institutions reported holding Realty Income Corp. (O) in their 13F filings, up 14 from Q4 2024. 120 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($8.3B), BlackRock, Inc. ($5.4B) and State Street Corp. ($3.5B). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$270.9M
Exits97$348.9M

All 13F filers, Q4 2024 → Q1 2025: 41,327,932 shares bought and 26,718,957 shares sold, net +14,608,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,278 holders

Vanguard Group Inc. 0.15% Add +2.4% 142,511,359 $8.3B
BlackRock, Inc. 0.11% Add +0.5% 92,785,653 $5.4B
State Street Corp. 0.15% Add +2.4% 61,056,259 $3.5B
Geode Capital Management, LLC 0.11% Add +6.2% 24,921,103 $1.4B
Parnassus Investments, LLC 2.65% Reduce -16.2% 19,022,589 $1.1B
Bank of America Corp. 0.09% Add +40.7% 18,294,421 $1.1B
Morgan Stanley 0.06% Add +15.6% 14,257,653 $827.1M
JPMorgan Chase & Co. 0.06% Add +45.3% 12,986,938 $753.4M
Northern Trust Corp. 0.11% Reduce -3.3% 12,708,712 $737.2M
Dimensional Fund Advisors LP 0.17% Add +3.9% 12,108,561 $702.4M
Cohen & Steers, Inc. 1.23% Reduce -15.8% 11,499,948 $667.0M
Invesco Ltd. 0.13% Add +0.4% 11,421,973 $662.6M
Raymond James Financial Inc. 0.25% Add +9.6% 11,356,883 $658.8M
Norges Bank 0.09% Reduce -6.2% 10,970,495 $636.4M
Charles Schwab Investment Management Inc. 0.11% Add +1.2% 10,112,801 $586.6M
Legal & General Group Plc 0.16% Add +1.6% 9,840,976 $570.9M
APG Asset Management US Inc. 3.63% Add +2.1% 8,281,276 $473.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +6.3% 7,922,856 $459.6M
Goldman Sachs Group Inc. 0.07% Add +27.0% 6,482,949 $376.1M
Bank of New York Mellon Corp 0.07% Reduce -2.0% 5,729,108 $332.3M
Wells Fargo & Company 0.07% Add +6.0% 5,255,618 $304.9M
CBRE Investment Management Listed Real Assets LLC 4.49% Reduce -3.4% 5,020,997 $291.3M
Centersquare Investment Management LLC 2.99% Add +27.0% 4,971,123 $288.4M
UBS Group AG 0.06% Add +6.7% 4,550,146 $264.0M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.2% 4,489,308 $260.4M
T. Rowe Price Associates Inc. 0.03% Add +2.4% 4,422,041 $256.5M
California Public Employees Retirement System 0.16% Add +1.1% 3,890,615 $225.7M
Royal Bank of Canada 0.05% Add +19.6% 3,797,265 $220.3M
Nuveen, LLC 0.06% — 3,578,225 $207.6M
American Century Companies Inc. 0.12% Reduce -12.8% 3,430,181 $199.0M
ProShare Advisors LLC 0.43% Add +5.4% 3,287,656 $190.7M
Daiwa Securities Group Inc. 0.81% Reduce -9.6% 3,278,203 $190.2M
HSBC Holdings PLC 0.12% Add +3.1% 2,982,367 $172.8M
Rush Island Management, LP 10.32% Reduce -12.9% 2,793,536 $162.1M
FMR LLC 0.01% Add +0.7% 2,632,229 $152.7M
Swiss National Bank 0.10% Add +0.3% 2,468,494 $143.2M
Bahl & Gaynor LLC 0.71% Reduce -24.7% 2,409,181 $139.8M
National Pension Service 0.13% Add +10.5% 2,404,963 $139.5M
Federated Hermes, Inc. 0.30% Add +29.6% 2,359,129 $136.9M
Ameriprise Financial Inc. 0.04% Add +3.9% 2,318,818 $135.2M
Deutsche Bank AG 0.05% Add +28.7% 2,301,849 $133.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +9.4% 2,277,116 $132.1M
Envestnet Asset Management Inc. 0.04% Add +1.7% 2,249,561 $130.5M
Sei Investments Co. 0.17% Reduce -6.6% 2,246,920 $130.3M
Nomura Asset Management Co. Ltd. 0.39% Add +6.8% 2,184,384 $126.7M
LPL Financial LLC 0.05% Add +4.0% 2,173,539 $126.1M
Principal Financial Group Inc. 0.07% Reduce -1.7% 2,170,010 $125.9M
Lasalle Investment Management Securities LLC 5.48% Reduce -11.3% 2,156,530 $125.1M
Nan Shan Life Insurance Co., Ltd. 2.59% No change 1,895,302 $109.9M
CANADA LIFE ASSURANCE Co 0.19% Add +8.4% 1,836,855 $106.7M
Asset Management One Co., Ltd. 0.36% Add +0.9% 1,798,950 $104.4M
Alliancebernstein L.P. 0.04% Add +2.6% 1,758,757 $102.0M
Rhumbline Advisers 0.10% Add +4.0% 1,757,527 $102.0M
Janus Henderson Group PLC 0.05% Reduce -36.4% 1,733,678 $98.1M
Aew Capital Management L P 4.37% Reduce -3.9% 1,541,738 $89.4M
Citigroup Inc. 0.07% Add +80.9% 1,517,249 $88.0M
Amundi 0.03% Add +38.8% 1,530,141 $87.6M
Public Employees Retirement System of Ohio 0.32% Reduce -2.6% 1,504,515 $87.3M
Barclays PLC 0.04% Add +27.9% 1,492,714 $86.6M
BNP Paribas Financial Markets 0.07% Reduce -31.7% 1,460,980 $84.8M
Russell Investments Group, Ltd. 0.11% Reduce -1.6% 1,377,512 $79.9M
Aberdeen Group plc 0.15% Add +25.7% 1,326,779 $76.5M
California State Teachers Retirement System 0.09% Reduce -0.1% 1,314,185 $76.2M
Abn Amro Investment Solutions 1.54% Reduce -19.0% 1,268,153 $73.6M
Marshall Wace, LLP 0.10% New 1,228,140 $71.2M
Canada Pension Plan Investment Board 0.07% Reduce -55.8% 1,220,411 $70.8M
Stifel Financial Corp. 0.07% Add +3.6% 1,180,886 $68.5M
Macquarie Group Ltd. 0.08% Reduce -6.3% 1,170,383 $67.9M
Citadel Advisors 0.06% Add +28.2% 1,098,307 $63.7M
Truist Financial Corp. 0.10% Add +11.7% 1,038,871 $60.3M
Cetera Investment Advisers 0.11% Add +5.7% 1,019,400 $59.1M
Vest Financial, LLC 0.91% Add +12.5% 1,008,887 $58.5M
Allianz Asset Management GmbH 0.09% Add +14.3% 1,003,032 $58.2M
Bank of Montreal 0.03% Reduce -28.9% 892,259 $51.8M
Adelante Capital Management LLC 3.78% Add +1380.2% 860,671 $49.9M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +91.2% 860,434 $49.9M
Epoch Investment Partners, Inc. 0.26% Reduce -6.7% 850,519 $49.3M
State Board of Administration of Florida Retirement System 0.09% Add +0.7% 822,606 $47.7M
Adage Capital Partners Gp, L.L.C. 0.09% Add +0.8% 798,800 $46.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +0.2% 762,487 $44.2M
Prudential Financial Inc. 0.06% Reduce -7.6% 758,474 $44.0M
Jones Financial Companies LLLP 0.04% Add +55.7% 758,498 $43.0M
New York State Teachers Retirement System 0.10% Reduce -0.9% 713,603 $41.4M
Retirement Systems of Alabama 0.16% Reduce -0.2% 691,742 $40.1M
Commonwealth Equity Services, LLC 0.06% Add +5.9% 675,606 $39.2M
Franklin Resources Inc. 0.01% Add +21.3% 675,264 $39.2M
Rockefeller Capital Management L.P. 0.10% Add +13.9% 675,017 $39.2M
National Bank of Canada 0.05% Add +151.1% 667,324 $38.7M
AXA S.A. 0.12% Add +2.1% 646,056 $37.5M
Heitman Real Estate Securities LLC 2.40% Add +97.1% 638,957 $37.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +36.5% 630,217 $36.6M
Korea Investment CORP 0.09% Reduce -2.2% 621,298 $36.0M
Manufacturers Life Insurance Company, The 0.03% Add +3.3% 584,845 $33.9M
Resona Asset Management Co.,Ltd. 0.19% Add +7.5% 586,134 $33.4M
Jane Street Group, LLC 0.06% Add +762.0% 574,052 $33.3M
Cambridge Investment Research Advisors, Inc. 0.11% Add +5.2% 550,132 $31.9M
Private Management Group Inc. 1.11% New 535,061 $31.0M
Capital Advisors Inc. 0.62% New 534,512 $31.0M
State of Alaska, Department of Revenue 0.35% Add +1.2% 528,902 $30.7M
State of Wisconsin Investment Board 0.08% Add +4.6% 515,333 $29.9M
DekaBank Deutsche Girozentrale 0.06% Reduce -0.8% 509,300 $28.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +3.0% 483,579 $28.1M
Handelsbanken Fonder AB 0.11% Add +1.8% 476,356 $27.6M
Natixis Advisors, LLC 0.05% Add +32.3% 472,998 $27.4M
STRS Ohio 0.11% Reduce -12.6% 466,408 $27.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.20% — 465,782 $27.0M
New York State Common Retirement Fund 0.04% Reduce -11.5% 462,003 $26.8M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.1% 459,358 $26.6M
Caisse de depot et placement du Quebec 0.06% New 454,450 $26.4M
Duff & Phelps Investment Management Co. 0.31% Reduce -16.9% 450,558 $26.1M
Pictet Asset Management Holding SA 0.03% Reduce -15.3% 437,954 $25.4M
Danske Bank A/S 0.08% Reduce -12.5% 433,760 $25.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -1.4% 432,438 $25.1M
Van Eck Associates Corp. 0.03% Add +5.4% 428,209 $24.8M
Toronto Dominion Bank 0.06% Reduce -9.4% 423,395 $24.6M
TD Asset Management Inc 0.02% Reduce -4.1% 411,595 $23.9M
Waters Parkerson & Co., LLC 1.25% Add +10.9% 404,508 $23.5M
Osaic Holdings, Inc. 0.05% Add +5.4% 401,784 $23.3M
Schroder Investment Management Group 0.02% Add +244.8% 411,468 $23.3M
Treasurer of the State of North Carolina 0.09% Add +1.3% 398,901 $23.1M
Royal London Asset Management Ltd. 0.05% Add +14.5% 400,418 $23.1M
Victory Capital Management Inc. 0.02% Add +5.3% 396,798 $23.0M
Storebrand Asset Management As 0.07% Add +0.7% 383,016 $22.2M
Squarepoint Ops LLC 0.05% Reduce -22.1% 366,575 $21.3M
HighTower Advisors, LLC 0.03% Reduce -5.5% 359,562 $20.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +12.4% 355,286 $20.6M
Nisa Investment Advisors, LLC 0.10% Reduce -5.7% 354,114 $20.5M
CIBC Asset Management Inc 0.07% Add +41.4% 352,882 $20.5M
Cibc World Markets Corp. 0.16% Reduce -10.8% 350,063 $20.3M
Meiji Yasuda Asset Management Co Ltd. 0.80% Add +9.1% 343,564 $19.9M
Van Lanschot Kempen Investment Management N.V. 0.20% Add +922.5% 330,364 $19.2M
IFM Investors Pty Ltd 0.21% Reduce -7.3% 329,194 $19.1M
UniSuper Management Pty Ltd 0.14% Add +0.9% 318,333 $18.5M
KLP Kapitalforvaltning As 0.09% Add +4.5% 311,908 $18.1M
Sound Income Strategies, LLC 1.01% Add +9.5% 295,142 $17.1M
DNB Asset Management AS 0.08% Add +1.3% 293,741 $17.0M
Bradley Foster & Sargent Inc. 0.29% Add +2.0% 290,661 $16.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.6% 290,621 $16.9M
Cibc World Market Inc. 0.04% Add +38.6% 289,707 $16.8M
Calamos Advisors LLC 0.12% Add +1.1% 288,117 $16.7M
Creative Planning 0.02% Add +0.8% 280,550 $16.3M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -2.3% 278,608 $16.2M
State of New Jersey Common Pension Fund D 0.07% Reduce -9.6% 276,641 $16.0M
Allworth Financial LP 0.09% Add +4.4% 280,370 $16.0M
Yousif Capital Management, LLC 0.18% Add +8.5% 273,086 $15.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.2% 268,992 $15.6M
AQR Capital Management 0.02% Add +17.5% 269,272 $15.5M
Callodine Capital Management, LP 2.56% New 265,000 $15.4M
Arizona State Retirement System 0.09% Add +3.1% 256,850 $14.9M
Trust Co. of Vermont 0.74% Add +0.9% 255,815 $14.8M
Huntington National Bank 0.14% Add +15.9% 253,557 $14.7M
MetLife Investment Management, LLC 0.08% Reduce -2.0% 252,247 $14.6M
D.A. Davidson & Co. 0.12% Add +3.5% 252,156 $14.6M
Voya Investment Management LLC 0.02% Add +0.3% 250,414 $14.5M
Susquehanna Fundamental Investments, LLC 0.24% Reduce -16.2% 249,335 $14.5M
Credit Agricole S A 0.05% Reduce -48.3% 247,845 $14.4M
Steward Partners Investment Advisory, LLC 0.13% Add +14.3% 243,934 $14.2M
Corebridge Financial, Inc. 0.08% Reduce -3.7% 242,799 $14.1M
First Trust Advisors LP 0.01% Reduce -34.3% 238,973 $13.9M
State of Michigan Retirement System 0.08% Reduce -0.0% 237,448 $13.8M
Becker Capital Management Inc. 0.45% Reduce -1.0% 236,359 $13.7M
Nissay Asset Management Corp. /Japan 0.09% Add +1.5% 234,739 $13.6M
Public Sector Pension Investment Board 0.06% Add +3.0% 233,979 $13.6M
New Age Alpha Advisors, LLC 0.60% Add +49.6% 232,286 $13.5M
Benjamin Edwards Inc. 0.18% Add +10.4% 227,412 $13.2M
Anchor Capital Advisors LLC 0.39% New 226,102 $13.1M
AMF Tjanstepension AB 0.10% Reduce -2.6% 225,602 $13.1M
MAI Capital Management 0.10% Add +6.5% 221,233 $12.8M
Wealthfront Advisers LLC 0.03% Add +53.9% 218,921 $12.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +114.5% 219,279 $12.7M
Nomura Holdings Inc. 0.07% Add +67.2% 218,035 $12.6M
Sanctuary Advisors, LLC 0.09% Reduce -3.4% 217,420 $12.6M
Brookstone Capital Management 0.18% Add +6.3% 217,115 $12.6M
State of Tennessee, Department of Treasury 0.05% Reduce -2.6% 216,545 $12.6M
OMERS ADMINISTRATION Corp 0.11% Reduce -2.3% 210,569 $12.2M
FIL Ltd 0.01% Add +4.8% 206,877 $12.0M
Wellington Management Group LLP 0.00% Add +10.7% 204,821 $11.9M
Mariner, LLC 0.02% Add +6.4% 202,739 $11.8M
KCM Investment Advisors LLC 0.42% Reduce -4.8% 201,998 $11.7M
Tiaa Trust, National Association 0.04% Reduce -0.6% 201,300 $11.7M
Czech National Bank 0.11% Add +5.9% 201,022 $11.7M
Neuberger Berman Group LLC 0.01% Reduce -71.8% 196,734 $11.4M
Varma Mutual Pension Insurance Co 0.10% Reduce -9.7% 194,118 $11.3M
Forsta Ap-Fonden 0.09% Reduce -2.6% 193,700 $11.2M
First Financial Bankshares Inc 0.24% Add +0.7% 189,758 $11.0M
Gilman Hill Asset Management, LLC 1.84% Add +4164.4% 182,984 $10.6M
Edgemoor Investment Advisors, Inc. 0.95% Add +2.7% 177,505 $10.3M
Parallel Advisors, LLC 0.23% Add +1.6% 176,990 $10.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -9.1% 175,653 $10.2M
Zimmer Partners, LP 0.21% New 175,000 $10.2M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -1.8% 170,388 $9.9M
Amalgamated Bank 0.08% Add +1.6% 169,493 $9.8M
Teacher Retirement System of Texas 0.04% Add +228.1% 168,528 $9.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +0.4% 167,372 $9.7M
USS Investment Management Ltd 0.07% No change 165,513 $9.6M
Capital Investment Advisors, LLC 0.19% Add +1965.5% 163,379 $9.5M
KBC Group NV 0.03% Reduce -16.6% 160,513 $9.3M
Thrivent Financial for Lutherans 0.02% Add +0.1% 155,578 $9.0M
LGT Group Foundation 0.12% Add +0.4% 154,298 $9.0M
Kestra Advisory Services, LLC 0.04% Add +0.8% 153,701 $8.9M
Community Bank of Raymore 6.98% Add +19.7% 148,864 $8.6M
Novare Capital Management LLC 0.75% Reduce -1.0% 148,659 $8.6M
PNC Financial Services Group, Inc. 0.00% Add +12.7% 148,467 $8.6M
Knights of Columbus Asset Advisors LLC 0.59% New 148,348 $8.6M
Dupree Financial Group, LLC 3.65% Add +51.6% 145,973 $8.5M
Metis Global Partners, LLC 0.24% Add +13.0% 145,843 $8.5M
Illinois Municipal Retirement Fund 0.12% Reduce -9.4% 145,031 $8.4M
Corient Private Wealth LP 0.01% Reduce -14.0% 144,972 $8.4M
Evergreen Capital Management LLC 0.28% Reduce -5.7% 144,861 $8.4M
Utah Retirement Systems 0.10% No change 144,267 $8.4M
Uniplan Investment Counsel, Inc. 0.83% Reduce -6.4% 143,378 $8.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.6% 146,215 $8.3M
Venture Visionary Partners LLC 0.35% Add +6.2% 142,496 $8.3M
Tectonic Advisors LLC 0.51% Add +10.2% 141,378 $8.2M
Soltis Investment Advisors LLC 0.73% Add +1.4% 141,035 $8.2M
Ensign Peak Advisors, Inc 0.02% Add +63.9% 139,891 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -65.7% 139,000 $8.1M
WealthPlan Investment Management, LLC 0.79% Add +7.3% 138,934 $8.1M
Cwm, LLC 0.03% Add +80.9% 137,685 $8.0M
BLB&B Advisors, LLC 0.40% Add +27.6% 135,531 $7.9M
Mattern Capital Management, LLC 0.99% Add +1.4% 133,723 $7.8M
Atria Wealth Solutions, Inc. 0.09% Reduce -28.9% 132,645 $7.7M
Pensionfund PDN 5.06% Reduce -6.4% 131,870 $7.7M
GSI Capital Advisors LLC 4.01% Add +2.0% 131,743 $7.6M
US Bancorp \de 0.01% Reduce -3.7% 131,633 $7.6M
Windle Wealth, LLC 3.90% Add +5.5% 130,469 $7.6M
World Investment Advisors 0.20% Add +15.5% 129,979 $7.5M
Xponance LLC 0.07% Reduce -4.1% 126,694 $7.3M
Police & Firemen's Retirement System of New Jersey 0.07% No change 126,411 $7.3M
NewEdge Advisors, LLC 0.04% Add +38.2% 126,183 $7.3M
Kestra Private Wealth Services, LLC 0.12% Add +15.0% 125,246 $7.3M
Zions Bancorporation, National Association 0.46% — 124,317 $7.2M
Edgestream Partners, L.P. 0.24% Add +1019.0% 124,281 $7.2M
Park National Corp. 0.26% Add +24.1% 123,932 $7.2M
Farmers & Merchants Investments Inc. 0.23% Add +2.7% 123,524 $7.2M
United Asset Strategies, Inc. 0.66% Add +9.0% 123,226 $7.1M
Mackenzie Financial Corp. 0.01% Add +19.7% 123,051 $7.1M
Skba Capital Management LLC 1.05% Reduce -20.8% 122,026 $7.1M
DAVENPORT & Co LLC 0.04% Add +5.6% 121,501 $7.0M
Swedbank AB 0.01% Add +75.0% 118,586 $6.9M
M&T Bank Corp 0.03% Reduce -7.6% 118,243 $6.9M
Quantinno Capital Management LP 0.04% Add +49.9% 117,945 $6.8M
Advisors Management Group Inc. 1.48% Reduce -0.8% 117,162 $6.8M
New York Life Investment Management LLC 0.07% Reduce -0.4% 117,145 $6.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 116,060 $6.7M
MML Investors Services, LLC 0.02% Add +8.3% 115,881 $6.7M
Captrust Financial Advisors 0.02% Add +10.1% 115,382 $6.7M
Swiss Life Asset Management Ltd 0.05% Add +34.5% 114,344 $6.6M
Avantax Advisory Services, Inc. 0.04% Add +18.8% 112,086 $6.5M
Foster Victor Wealth Advisors, LLC 0.52% Add +6.1% 116,787 $6.4M
Synergy Asset Management, LLC 0.81% Reduce -25.8% 110,887 $6.4M
Marathon Capital Management 1.72% Add +0.6% 110,346 $6.4M
Canal Capital Management, LLC 1.07% Add +28.4% 110,250 $6.4M
Mercer Global Advisors Inc. 0.01% Reduce -5.7% 110,598 $6.4M
Guggenheim Capital LLC 0.06% Add +3.0% 109,561 $6.4M
J.W. Cole Advisors, Inc. 0.19% Add +1278.1% 108,113 $6.3M
Country Club Bank 0.42% Add +0.3% 109,822 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -3.1% 106,334 $6.2M
Oppenheimer & Co. Inc. 0.09% Add +9.2% 105,170 $6.1M
Ethic Inc. 0.12% Add +13.3% 106,275 $6.1M
Townsquare Capital LLC 0.06% Add +5.4% 103,091 $6.0M
TCV Trust & Wealth Management, Inc. 0.55% Reduce -2.2% 102,479 $5.9M
Vanguard Personalized Indexing Management, LLC 0.09% Add +14.2% 101,109 $5.9M
U.S. Capital Wealth Advisors, LLC 0.18% Add +139.8% 100,709 $5.8M
Bank of Nova Scotia 0.01% Reduce -19.6% 100,642 $5.8M
Telos Capital Management, Inc. 0.63% Add +0.1% 98,978 $5.7M
Sterling Capital Management LLC 0.09% Reduce -11.3% 98,923 $5.7M
Pathstone Holdings, LLC 0.02% Add +38.5% 98,391 $5.7M
Cerity Partners LLC 0.01% Add +12.2% 97,764 $5.7M
Stratos Wealth Partners, LTD. 0.09% Add +1.6% 97,075 $5.6M
Rafferty Asset Management, LLC 0.02% Reduce -17.1% 95,425 $5.5M
Pensionfund Sabic 1.65% Reduce -9.1% 95,238 $5.5M
Kingsview Wealth Management, LLC 0.10% Reduce -2.9% 94,943 $5.5M
Core Alternative Capital 1.30% Reduce -18.8% 93,624 $5.4M
Vestcor Inc 0.18% Reduce -29.7% 93,185 $5.4M
Coldstream Capital Management Inc. 0.11% Add +2.9% 92,069 $5.3M
Pathway Financial Advisers, LLC 1.83% Add +3.0% 92,026 $5.3M
OP Asset Management Ltd 0.09% — 91,331 $5.3M
D. E. Shaw & Co. 0.01% Reduce -78.6% 89,513 $5.2M
WealthPLAN Partners, LLC 0.73% Add +7.0% 88,728 $5.1M
Consolidated Portfolio Review Corp 0.82% Add +29.1% 87,967 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.8% 87,423 $5.1M
Alpha Omega Wealth Management LLC 0.96% Reduce -4.0% 86,689 $5.0M
NorthCoast Asset Management LLC 0.03% Add +9.5% 86,668 $5.0M
Liberty One Investment Management, LLC 0.51% Add +11.2% 86,176 $5.0M
Candriam S.C.A. 0.03% Add +57.4% 85,366 $5.0M
Norinchukin Bank, The 0.09% Add +9.7% 84,968 $4.9M
Gotham Asset Management 0.04% Add +13.1% 84,613 $4.9M
Investor's Fiduciary Advisor Network, LLC 2.29% Add +3.8% 83,688 $4.9M
Carnegie Investment Counsel 0.11% Add +2.8% 89,888 $4.8M
Prairiewood Capital, LLC 1.93% Add +15.2% 81,633 $4.7M
Dearborn Partners LLC 0.22% Reduce -15.7% 79,896 $4.6M
Intact Investment Management Inc. 0.16% No change 79,800 $4.6M
Cullen Investment Group, LTD. 0.70% Add +210.9% 79,720 $4.6M
Level Four Advisory Services, LLC 0.19% Add +3.4% 78,197 $4.5M
Rakuten Investment Management, Inc. 0.02% — 79,995 $4.5M
Mutual Advisors, LLC 0.13% Reduce -3.3% 78,813 $4.5M
Geneos Wealth Management Inc. 0.15% Reduce -16.4% 76,566 $4.4M
LVM Capital Management Ltd. 0.49% Reduce -7.0% 76,265 $4.4M
Signature Wealth Management Group 1.72% Add +3.0% 76,167 $4.4M
Meridian Wealth Advisors, LLC 0.74% Add +62.4% 75,311 $4.4M
LMG Wealth Partners, LLC 0.97% Add +1.4% 75,311 $4.4M
&partners 0.05% Add +19.3% 77,065 $4.4M
Oregon Public Employees Retirement Fund 0.08% Add +0.2% 75,180 $4.4M
Manning & Napier Advisors LLC 0.05% New 75,000 $4.4M
Baugh & Associates, LLC 2.18% Reduce -1.1% 77,783 $4.3M
Woodline Partners LP 0.03% Add +41.3% 73,942 $4.3M
Dakota Wealth Management 0.10% Add +22.9% 73,871 $4.3M
Ostrum Asset Management 0.23% Add +30.3% 73,698 $4.3M
Ilex Capital Partners (UK) LLP 0.17% New 73,372 $4.3M
Nordea Investment Management AB 0.00% Reduce -0.1% 73,572 $4.3M
WCM Investment Management, LLC 0.01% Reduce -1.7% 73,666 $4.2M
Harrell Investment Partners, LLC 1.22% Add +6.6% 71,111 $4.1M
Verition Fund Management LLC 0.02% New 70,371 $4.1M
Beacon Financial Group 0.44% Reduce -6.0% 70,102 $4.1M
Mizuho Securities USA LLC 0.09% Reduce -15.5% 70,078 $4.1M
Peapack Gladstone Financial Corp. 0.06% Reduce -2.8% 69,340 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -32.4% 69,172 $4.0M
Butensky & Cohen Financial Security, Inc. 1.22% Add +2.1% 68,982 $4.0M
O'shaughnessy Asset Management, LLC 0.03% Add +35.3% 68,915 $4.0M
Sit Investment Associates Inc. 0.09% Reduce -3.8% 68,860 $4.0M
Focus Partners Wealth 0.01% Add +6.0% 68,704 $4.0M
Teachers Retirement System of the State of Kentucky 0.04% Add +6.0% 67,511 $3.9M
Assetmark, Inc. 0.01% Add +5.1% 67,174 $3.9M
First Foundation Advisors 0.16% Reduce -0.8% 67,010 $3.9M
Tidal Investments LLC 0.03% Add +48.0% 65,765 $3.8M
Baird Financial Group, Inc. 0.01% Add +2.4% 65,269 $3.8M
Allstate Corp. 0.11% Add +14.0% 64,752 $3.8M
Bard Financial Services, Inc. 0.46% Reduce -3.6% 64,365 $3.7M
Valley Wealth Managers, Inc. 0.28% Add +4.0% 64,173 $3.7M
NEOS Investment Management LLC 0.07% Add +75.3% 64,369 $3.7M
Gold Investment Management Ltd. 1.54% Add +4.2% 62,736 $3.6M
Marco Investment Management LLC 0.34% Reduce -4.4% 62,350 $3.6M
Private Advisor Group, LLC 0.02% Add +6.2% 62,069 $3.6M
Kinloch Capital, LLC 1.69% Add +5.9% 60,904 $3.5M
Sigma Planning Corp 0.11% Add +31.6% 60,898 $3.5M
Truvestments Capital LLC 0.76% Add +765.3% 60,465 $3.5M
Kentucky Retirement Systems 0.11% Reduce -0.6% 59,507 $3.5M
Perpetual Ltd 0.04% No change 57,488 $3.3M
Worldquant Millennium Advisors LLC 0.02% Reduce -48.5% 57,441 $3.3M
Atria Investments, Inc 0.04% Reduce -15.1% 56,899 $3.3M
Bfsg, LLC 0.40% Add +9.6% 56,419 $3.3M
Agf Management Ltd. 0.02% Add +6.2% 55,663 $3.2M
Elo Mutual Pension Insurance Co 0.07% Reduce -36.2% 55,514 $3.2M
Highland Capital Management, LLC 0.19% Reduce -1.3% 55,402 $3.2M
Two Sigma Advisers, LP 0.01% New 55,233 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.6% 55,170 $3.2M
New England Asset Management Inc. 0.54% New 55,140 $3.2M
Exchange Traded Concepts, LLC 0.06% Reduce -11.1% 54,985 $3.2M
Kempner Capital Management Inc. 1.79% No change 54,888 $3.2M
Hamilton Capital Partners Inc. 0.20% Add +15.8% 54,528 $3.2M
Southland Equity Partners LLC 0.73% Reduce -0.1% 54,297 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 54,000 $3.1M
Presima Securities ULC 0.69% Add +1.7% 53,452 $3.1M
Hartford Investment Management Co. 0.11% Reduce -1.0% 53,405 $3.1M
Naviter Wealth, LLC 0.37% Add +2.1% 54,365 $3.1M
Ameritas Investment Partners, Inc. 0.11% No change 53,028 $3.1M
TD Private Client Wealth LLC 0.08% Add +13.8% 52,837 $3.1M
Virginia Wealth Management Group, Inc. 1.89% Add +4.2% 52,827 $3.1M
North Star Investment Management Corp. 0.22% Reduce -7.5% 52,774 $3.1M
Natixis 0.02% Reduce -79.7% 53,006 $3.1M
XTX Topco Ltd 0.16% New 52,298 $3.0M
L & S Advisors Inc 0.42% New 51,953 $3.0M
Azimuth Capital Investment Management LLC 0.12% Reduce -1.4% 51,595 $3.0M
Shufro Rose & Co. LLC 0.24% Add +11.2% 51,450 $3.0M
DoubleLine ETF Adviser LP 0.98% Reduce -18.8% 50,771 $2.9M
QRG Capital Management, Inc. 0.03% Add +4.4% 50,344 $2.9M
Capital Square, LLC 1.71% Reduce -1.4% 50,290 $2.9M
Gulf International Bank (UK) Ltd 0.10% Reduce -25.4% 49,913 $2.9M
CreativeOne Wealth, LLC 0.09% Add +40.2% 49,824 $2.9M
Brentview Investment Management LLC 1.54% Add +5.4% 49,814 $2.9M
Intrua Financial, LLC 0.45% Reduce -8.1% 49,689 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -30.1% 49,570 $2.9M
Beacon Pointe Advisors, LLC 0.03% Add +44.7% 49,117 $2.8M
Silver Lake Advisory, LLC 1.24% Add +5.4% 49,057 $2.8M
RFG Advisory, LLC 0.08% Add +32.0% 48,423 $2.8M
EP Wealth Advisors, LLC 0.02% Reduce -0.1% 48,028 $2.8M
Brendel Financial Advisors LLC 1.69% New 47,982 $2.8M
Edmp, Inc. 2.33% Add +21.9% 47,915 $2.8M
Fifth Third Bancorp 0.01% Add +1.7% 47,897 $2.8M
Stonebridge Financial Group, LLC 0.29% Add +31.8% 47,103 $2.7M
Louisiana State Employees Retirement System 0.05% No change 47,100 $2.7M
Capital Investment Advisory Services, LLC 0.24% Add +9.3% 46,395 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -1.6% 46,282 $2.7M
Mgo One Seven LLC 0.10% Add +3.5% 46,009 $2.7M
UMB Bank, n.a. 0.04% Reduce -0.6% 45,921 $2.7M
MSH Capital Advisors LLC 0.82% Add +121.1% 45,830 $2.7M
Keybank National Association 0.01% Add +1.6% 45,543 $2.6M
Hutner Capital Management Inc. 1.11% Add +2.9% 44,694 $2.6M
Delta Global Management LP 0.19% New 44,433 $2.6M
Millennium Management 0.00% Reduce -96.6% 44,433 $2.6M
Leslie Global Wealth, LLC 1.25% Add +0.1% 44,296 $2.6M
Penserra Capital Management LLC 0.05% Add +67.3% 44,226 $2.6M
Cohen Investment Advisors LLC 1.49% Add +7.1% 44,130 $2.6M
Lido Advisors, LLC 0.02% Add +12.4% 43,748 $2.5M
Berry Wealth Group, LP 1.96% Reduce -4.7% 43,257 $2.5M
Florida Trust Wealth Management Co 0.08% Reduce -1.5% 42,808 $2.5M
Resources Management Corp. /CT/ 0.35% Reduce -2.0% 42,434 $2.5M
HBW Advisory Services LLC 0.34% Reduce -37.8% 41,785 $2.4M
Integrated Wealth Concepts LLC 0.03% Add +6.6% 41,736 $2.4M
Arkadios Wealth Advisors 0.09% Add +78.5% 41,304 $2.4M
First Financial Bank - Trust Division 0.23% Add +4.0% 41,041 $2.4M
New Mexico Educational Retirement Board 0.09% Reduce -1.4% 40,900 $2.4M
Perkins Coie Trust Co 0.54% Add +11.0% 40,806 $2.4M
Measured Risk Portfolios, Inc. 2.54% Add +4.7% 40,775 $2.4M
Maryland State Retirement & Pension System 0.06% Reduce -12.4% 40,744 $2.4M
OMC Financial Services LTD 1.04% Reduce -0.1% 39,951 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 39,624 $2.3M
Burns Matteson Capital Management, LLC 1.21% Add +2.1% 43,435 $2.2M
Y-Intercept (Hong Kong) Ltd 0.15% Reduce -48.4% 38,506 $2.2M
Vanderbilt University 0.42% Add +45.7% 38,310 $2.2M
Ieq Capital, LLC 0.02% Add +24.9% 38,098 $2.2M
Commerzbank Aktiengesellschaft 0.05% Add +3.1% 37,333 $2.2M
Asset Planning,Inc 1.70% Add +2.0% 37,155 $2.2M
Stonebrook Private Inc. 0.56% Add +4.8% 37,099 $2.2M
Colonial Trust Advisors 0.19% Reduce -1.1% 37,085 $2.2M
Alliance Wealth Advisors, LLC 0.56% Add +0.7% 36,915 $2.1M
Belpointe Asset Management LLC 0.11% Add +78.4% 36,846 $2.1M
Ignite Planners, LLC 0.42% Add +620.0% 37,179 $2.1M
LongView Wealth Management 0.64% Add +4.0% 36,604 $2.1M
Frank, Rimerman Advisors LLC 0.17% Reduce -14.4% 36,274 $2.1M
Goepper Burkhardt LLC 0.84% Reduce -1.5% 36,199 $2.1M
Wealthspire Advisors, LLC 0.01% Add +104.5% 36,080 $2.1M
Blackhawk Capital Partners, LLC 1.07% Reduce -24.5% 35,815 $2.1M
Versor Investments LP 0.34% Reduce -16.9% 35,800 $2.1M
Security National Bank of Sioux City Iowa 1.51% Reduce -1.9% 35,745 $2.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.5% 35,683 $2.1M
Brown Miller Wealth Management, LLC 0.70% Add +2.1% 35,045 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 35,655 $2.0M
Gladstone Institutional Advisory LLC 0.09% Reduce -3.7% 34,773 $2.0M
First Bank & Trust 0.39% Add +0.8% 34,633 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +41.8% 38,352 $2.0M
Gateway Investment Advisers LLC 0.02% Add +12.1% 34,402 $2.0M
Redwood Investment Management, LLC 0.21% Reduce -5.6% 33,859 $2.0M
Coppell Advisory Solutions LLC 0.27% Reduce -2.7% 33,999 $2.0M
Snowden Capital Advisors LLC 0.06% Reduce -6.9% 33,580 $1.9M
1832 Asset Management L.P. 0.00% Reduce -19.8% 33,558 $1.9M
Parsons Capital Management Inc. 0.11% No change 33,522 $1.9M
Prosperity Consulting Group, LLC 0.15% Reduce -7.9% 33,498 $1.9M
Summit Financial, LLC 0.05% Reduce -1.0% 33,483 $1.9M
Aviva PLC 0.00% Reduce -0.1% 33,283 $1.9M
First National Bank of Omaha 0.13% Reduce -2.8% 32,878 $1.9M
Independent Financial Group, LLC 0.07% Add +10.6% 32,869 $1.9M
ICW Investment Advisors LLC 0.77% Add +1.4% 32,755 $1.9M
Sagespring Wealth Partners, LLC 0.05% Add +39.1% 32,624 $1.9M
Caxton Associates LLP 0.07% — 32,457 $1.9M
Richard Bernstein Advisors LLC 0.05% Reduce -3.8% 32,408 $1.9M
Peterson Wealth Services 0.59% Add +18.2% 32,405 $1.9M
Sheaff Brock Investment Advisors, LLC 0.17% Add +6.5% 32,283 $1.9M
Mystic Asset Management, Inc. 0.49% Add +8.4% 31,898 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +36.6% 31,754 $1.8M
Martin Capital Partners, LLC 2.19% Reduce -1.9% 31,609 $1.8M
Equitable Holdings, Inc. 0.02% Add +12.6% 31,596 $1.8M
Schnieders Capital Management LLC 0.39% Add +33.3% 31,407 $1.8M
IHT Wealth Management, LLC 0.06% Reduce -12.6% 31,379 $1.8M
Tower Research Capital LLC (TRC) 0.05% Reduce -28.8% 31,594 $1.8M
Sowell Financial Services LLC 0.08% Reduce -15.9% 31,325 $1.8M
Asset Planning Corporation 1.07% Reduce -1.1% 31,168 $1.8M
PFG Investments, LLC 0.12% Add +6.0% 31,046 $1.8M
Fulton Bank, N.A. 0.07% Reduce -0.0% 30,873 $1.8M
Texas Yale Capital Corp. 0.07% Add +0.3% 30,479 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.30% Add +30.6% 30,399 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -19.3% 30,215 $1.8M
Altman Advisors, Inc. 0.81% Add +85.6% 30,285 $1.8M
Weaver C. Barksdale & Associates, Inc. 1.68% Reduce -2.3% 30,109 $1.7M
Great Valley Advisor Group, Inc. 0.04% Reduce -63.8% 30,049 $1.7M
GeoWealth Management, LLC 0.07% Add +2.0% 29,878 $1.7M
Essex Financial Services, Inc. 0.12% Add +89.3% 29,514 $1.7M
WealthShield Partners, LLC 0.22% Add +19.9% 29,513 $1.7M
Signaturefd, LLC 0.03% Add +5.7% 29,193 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% No change 29,058 $1.7M
Spirit of America Management Corp. 0.34% No change 29,033 $1.7M
Vestmark Advisory Solutions, Inc. 0.04% Add +50.2% 29,016 $1.7M
Donald L. Hagan, LLC 0.88% New 29,002 $1.7M
Quadrant Capital Group LLC 0.06% Add +188.2% 28,934 $1.7M
ZWJ Investment Counsel Inc. 0.07% Reduce -2.0% 28,793 $1.7M
Harvest Portfolios Group Inc. 0.05% Reduce -6.9% 28,602 $1.7M
NewEdge Wealth, LLC 0.03% Reduce -5.8% 28,567 $1.7M
Advisory Services Network, LLC 0.03% Reduce -7.6% 28,565 $1.7M
Nicholson Wealth Management Group, LLC 1.09% Add +1.3% 28,524 $1.7M
Bowman & Co S.C. 0.81% Add +28.6% 28,404 $1.6M
Waverly Advisors, LLC 0.02% Add +1.4% 28,224 $1.6M
Apollon Wealth Management, LLC 0.04% Add +11.6% 28,053 $1.6M
Inspire Trust Co, N.A. 0.39% No change 28,000 $1.6M
HRT Financial LP 0.01% New 27,893 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 27,836 $1.6M
Jamison Private Wealth Management, Inc. 0.25% Add +2.8% 27,730 $1.6M
Wealth Alliance, LLC 0.19% Add +1.2% 27,487 $1.6M
Brevan Howard Capital Management LP 0.05% Add +141.4% 27,366 $1.6M
Sabal Trust CO 0.09% Reduce -92.8% 27,283 $1.6M
FourThought Financial Partners, LLC 0.17% Reduce -1.3% 27,276 $1.6M
Jaffetilchin Investment Partners, LLC 0.11% Add +4.4% 26,954 $1.6M
Point Windward Advisors Inc. 0.63% Reduce -2.2% 26,885 $1.6M
Adams Asset Advisors, LLC 0.22% Add +13.9% 26,661 $1.5M
Castle Rock Wealth Management, LLC 0.42% Reduce -13.8% 27,244 $1.5M
Concurrent Investment Advisors, LLC 0.04% Add +17.1% 26,584 $1.5M
Choreo, LLC 0.02% Add +4.5% 26,529 $1.5M
Kesler, Norman & Wride, LLC 0.29% Add +18.3% 26,286 $1.5M
GAMCO Investors 0.02% Reduce -13.1% 26,165 $1.5M
Loudon Investment Management, LLC 0.87% Add +19.0% 26,160 $1.5M
Cornerstone Advisors, LLC 0.07% No change 26,100 $1.5M
Ossiam 0.02% Reduce -5.4% 26,055 $1.5M
Security National Bank of So Dak 0.85% Add +2.2% 25,968 $1.5M
IFG Advisory, LLC 0.08% Add +17.3% 25,767 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.4% 25,523 $1.5M
Investment Advisory Group, LLC 0.50% Add +6.8% 25,512 $1.5M
Colonial Trust Co / SC 0.23% Add +2.4% 25,439 $1.5M
Intech Investment Management LLC 0.02% Add +14.9% 25,401 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -21.2% 25,392 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.11% New 25,346 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +6.7% 25,327 $1.5M
Moors & Cabot, Inc. 0.07% Add +8.3% 25,224 $1.5M
Ameritas Advisory Services, LLC 0.06% Add +1.5% 26,998 $1.5M
Clearstead Advisors, LLC 0.02% Reduce -3.7% 25,005 $1.5M
Robeco Institutional Asset Management B.V. 0.00% Reduce -9.3% 24,870 $1.4M
Machina Capital S.A.S. 0.43% New 24,840 $1.4M
Investment Management Corp of Ontario 0.03% New 24,740 $1.4M
Andrew Hill Investment Advisors, Inc. 1.37% New 24,450 $1.4M
Magnolia Capital Advisors LLC 0.39% Add +9.7% 24,438 $1.4M
Glenmede Trust Co. NA 0.01% Add +5.6% 23,600 $1.4M
JBR Co Financial Management Inc 0.80% Add +35.8% 23,565 $1.4M
Raleigh Capital Management Inc. 0.62% Add +1.8% 23,437 $1.4M
Schaper Benz & Wise Investment Counsel Inc. 0.11% Add +3.3% 23,405 $1.4M
Meiji Yasuda Life Insurance Co 0.03% Reduce -1.4% 23,232 $1.3M
Stock Yards Bank & Trust Co. 0.05% Reduce -14.9% 23,224 $1.3M
Hilltop Holdings Inc. 0.08% Add +8.8% 23,139 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.8% 22,958 $1.3M
Linden Thomas Advisory Services, LLC 0.17% Add +3.4% 22,836 $1.3M
Verdence Capital Advisors LLC 0.10% Add +0.4% 22,800 $1.3M
Trust Investment Advisors 0.85% Add +3.8% 22,768 $1.3M
Mizuho Markets Americas LLC 0.03% Reduce -90.3% 22,695 $1.3M
Wedbush Securities Inc. 0.05% Add +4.0% 22,672 $1.3M
Prospera Financial Services Inc 0.03% Add +6.9% 22,648 $1.3M
Principal Securities, Inc. 0.03% Add +0.1% 24,588 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +10.2% 22,269 $1.3M
Merit Financial Group, LLC 0.02% Add +35.2% 22,252 $1.3M
Bay Rivers Group 0.67% Add +7.5% 22,189 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Reduce -74.2% 22,013 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -3.0% 21,979 $1.3M
Applied Capital LLC 1.02% Add +1.3% 21,946 $1.3M
Benedict Financial Advisors Inc. 0.29% Add +1.5% 21,869 $1.3M
Icon Wealth Advisors, LLC 0.10% Reduce -39.5% 21,768 $1.3M
HB Wealth Management, LLC 0.01% Add +34.0% 21,554 $1.3M
Vident Advisory, LLC 0.02% Add +33.0% 21,519 $1.2M
Founders Financial Securities LLC 0.11% Add +3.9% 21,760 $1.2M
Foresight Capital Management Advisors, Inc. 0.77% Add +4.9% 21,200 $1.2M
Stoneridge Investment Partners LLC 1.04% Reduce -74.4% 21,115 $1.2M
Bleakley Financial Group, LLC 0.04% Add +13.1% 21,034 $1.2M
V-Square Quantitative Management LLC 0.18% Add +2.2% 20,722 $1.2M
Investors Research Corp 0.26% Add +0.8% 20,619 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -17.0% 20,345 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.64% Add +7.6% 20,269 $1.2M
Prosperity Planning, Inc. 0.53% No change 20,266 $1.2M
Centaurus Financial, Inc. 0.07% Reduce -1.8% 20,233 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.3% 20,173 $1.2M
United Services Automobile Association 0.04% No change 20,564 $1.2M
Independent Advisor Alliance 0.04% Reduce -17.4% 19,934 $1.2M
Broadwater Capital Management LLC 0.90% No change 19,780 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.45% Add +7.1% 19,670 $1.1M
AIA Group Ltd 0.03% Add +22.2% 19,487 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +42.3% 19,484 $1.1M
Naples Global Advisors, LLC 0.11% Add +6.2% 19,471 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +50.1% 19,442 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +50.1% 19,442 $1.1M
Scientech Research LLC 0.30% New 19,332 $1.1M
Ontario Teachers Pension Plan Board 0.02% Add +326.4% 19,109 $1.1M
Convergence Financial, LLC 0.22% Add +12.2% 18,931 $1.1M
Blair William & Co. 0.00% Reduce -6.7% 18,918 $1.1M
Commerce Bank 0.01% Add +10.3% 18,339 $1.1M
Stanley-Laman Group, Ltd. 0.16% No change 18,285 $1.1M
Fairtree Asset Management (Pty) Ltd 0.84% Reduce -23.9% 18,018 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Add +4.0% 17,950 $1.0M
Empowered Funds, LLC 0.01% Add +8.0% 18,029 $1.0M
Samalin Investment Counsel, LLC 0.42% Add +30.0% 17,887 $1.0M
Farther Finance Advisors, LLC 0.03% Add +230.4% 18,145 $1.0M
Nwam LLC 0.09% Reduce -1.0% 17,833 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -10.8% 17,712 $1.0M
Black Swift Group, LLC 0.23% Add +137.8% 17,595 $1.0M
Perennial Investment Advisors, LLC 0.11% Reduce -6.7% 17,539 $1.0M
RDA Financial Network 0.30% Add +3.0% 17,506 $1.0M
Diligent Investors, LLC 0.25% Reduce -7.5% 17,432 $1.0M
Money Concepts Capital Corp. 0.08% Add +18.2% 17,421 $1.0M
Teamwork Financial Advisors, LLC 0.14% Reduce -53.1% 17,404 $1.0M
HighPoint Advisor Group LLC 0.06% Reduce -2.0% 17,578 $1.0M
Parallax Volatility Advisers, L.P. 0.04% New 17,331 $1.0M
LRI Investments, LLC 0.10% Reduce -0.5% 17,241 $1.0M
Avior Wealth Management, LLC 0.04% Add +24.3% 17,062 $990K
Chiron Capital Management, LLC 0.90% Add +22.2% 17,049 $989K
CW Advisors, LLC 0.01% Add +24.4% 17,103 $989K
Blue Trust, Inc. 0.01% Add +3.3% 16,820 $976K
Ausdal Financial Partners, Inc. 0.07% Add +19.2% 16,737 $971K
Sage Investment Counsel LLC 1.23% Reduce -0.5% 16,687 $968K
United Capital Financial Advisors, LLC 0.01% Add +14.5% 16,678 $967K
Abundance Wealth Counselors 0.20% Add +12.1% 16,655 $966K
Savant Capital, LLC 0.01% Reduce -9.2% 16,624 $964K
GF Fund Management Co. LTD. 0.02% Add +4.8% 16,577 $962K
Allen Capital Group, LLC 0.11% Add +3.8% 16,524 $959K
Wilmington Savings Fund Society, FSB 0.02% Add +12.7% 16,439 $954K
RB Capital Management, LLC 0.24% Reduce -0.6% 16,409 $952K
Alpha Cubed Investments, LLC 0.04% Add +2.8% 16,398 $951K
NorthRock Partners, LLC 0.03% Add +9.2% 16,164 $938K
Retirement Planning Co of New England, Inc. 0.47% Add +4.8% 16,156 $937K
Modern Wealth Management, LLC 0.03% Add +3.7% 16,109 $934K
Roehl & Yi Investment Advisors, LLC 0.49% Add +1.4% 15,695 $910K
Stephens Inc. 0.01% Add +38.0% 15,635 $907K
N.E.W. Advisory Services LLC 0.07% Add +1.2% 15,503 $899K
Keudell/Morrison Wealth Management 0.21% Add +10.1% 15,500 $899K
Mufg Securities Americas Inc. 0.10% Add +19.9% 15,492 $899K
Fifth Third Wealth Advisors LLC 0.05% Add +7.5% 15,456 $897K
Code Waechter LLC 0.73% Reduce -26.9% 15,339 $890K
Van Hulzen Asset Management, LLC 0.08% Reduce -0.6% 15,327 $889K
Compass Ion Advisors, LLC 0.10% Reduce -1.4% 15,249 $885K
Ascentis Independent Advisors 0.17% Reduce -34.4% 15,050 $873K
First National Trust Co 0.04% Reduce -1.0% 15,020 $871K
Fourpath Capital Management, LLC 0.15% Reduce -0.3% 14,819 $860K
Legacy Financial Advisors, Inc. 0.14% Add +2.5% 14,718 $854K
L.M. Kohn & Company 0.22% Add +0.2% 14,604 $847K
AE Wealth Management LLC 0.01% Add +14.9% 14,578 $846K
Harbor Investment Advisory, LLC 0.08% No change 14,466 $839K
TFG Advisers LLC 0.30% Add +2.3% 14,450 $838K
Infrastructure Capital Advisors, LLC 0.14% Add +6.9% 14,482 $836K
SMART Wealth LLC 0.30% Add +4.6% 14,408 $836K
Perigon Wealth Management, LLC 0.02% Reduce -4.6% 14,307 $830K
GWN Securities Inc. 0.05% Add +64.5% 14,876 $828K
Clifford Swan Investment Counsel LLC 0.03% Reduce -6.9% 14,261 $827K
Siemens Fonds Invest GmbH 0.06% Add +5.4% 14,248 $827K
Denver Wealth Management, Inc. 0.38% Add +1.1% 14,238 $826K
Prudential PLC 0.00% Reduce -37.4% 14,103 $818K
Checchi Capital Advisers, LLC 0.06% Add +26.1% 14,001 $812K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -0.3% 13,965 $810K
HBK Sorce Advisory LLC 0.02% Add +9.4% 13,849 $803K
Cascade Financial Partners, LLC 0.10% Add +135.2% 13,738 $797K
Channel Wealth LLC 0.25% Add +108.5% 13,722 $796K
Jump Financial, LLC 0.01% New 13,614 $790K
PFW Advisors LLC 0.25% Add +6.3% 13,593 $789K
Vawter Financial, Ltd. 0.44% No change 13,532 $785K
Lanark Financial, Inc. 0.07% — 13,503 $783K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +20.6% 13,456 $781K
Global X Japan Co., Ltd. 0.09% Add +33.6% 13,408 $778K
Moseley Investment Management Inc. 0.30% Add +3.0% 13,390 $777K
B. Riley Wealth Advisors, Inc. 0.02% Add +5.5% 13,335 $774K
Hager Investment Management Services, LLC 0.54% Add +21.4% 13,308 $772K
Segall Bryant & Hamill, LLC 0.01% No change 13,300 $772K
Pacifica Partners Inc. 0.35% Add +1363.7% 13,276 $758K
Ballentine Partners, LLC 0.01% Add +60.0% 13,038 $756K
Horizon Investments, LLC 0.02% Add +5.4% 13,139 $755K
Prestige Wealth Management Group LLC 0.16% Add +1.9% 13,007 $755K
Mosaic Family Wealth Partners, LLC 0.11% Add +4.7% 12,916 $749K
TCW Group Inc. 0.01% Add +5.6% 12,915 $749K
Bison Wealth, LLC 0.07% New 12,862 $744K
Sterling Financial Planning, Inc. 0.27% Add +34.6% 12,758 $740K
Chicago Partners Investment Group LLC 0.02% Add +20.9% 12,865 $730K
Silver Oak Securities, Incorporated 0.07% Reduce -3.6% 12,715 $720K
Raiffeisen Bank International AG 0.01% Add +246.2% 12,650 $716K
Patron Partners, LLC 0.39% Add +16.5% 12,318 $715K
Pasadena Private Wealth, LLC 0.14% Reduce -41.1% 12,264 $711K
GAMMA Investing LLC 0.05% Add +5.2% 12,180 $707K
Summit Global Investments 0.05% New 12,104 $702K
Prevail Innovative Wealth Advisors, LLC 0.19% New 12,084 $701K
Duncker Streett & Co. Inc. 0.14% Reduce -4.3% 12,073 $700K
Severin Investments, LLC 0.70% Add +3.6% 12,043 $699K
Mitchell McLeod Pugh & Williams Inc. 0.14% Add +7.5% 12,027 $698K
Portside Wealth Group, LLC 0.11% Add +5.9% 12,026 $698K
Generali Asset Management SPA SGR 0.02% Add +4.6% 12,009 $697K
Westpac Banking Corp. 0.05% Reduce -17.8% 11,891 $690K
LM Advisors LLC 0.13% Add +0.2% 11,881 $689K
Freestone Grove Partners LP 0.01% Reduce -62.6% 11,845 $687K
San Luis Wealth Advisors LLC 0.16% New 11,820 $686K
Centiva Capital, LP 0.04% Reduce -70.9% 11,801 $685K
Cornercap Investment Counsel Inc. 0.36% Reduce -1.5% 11,774 $683K
Verus Capital Partners, LLC 0.07% Reduce -3.3% 11,705 $679K
Jeppson Wealth Management, LLC 0.25% Reduce -0.1% 11,580 $672K
Polymer Capital Management (US) LLC 0.20% Add +141.2% 11,543 $670K
Vision Financial Markets LLC 0.73% Add +945.5% 11,500 $667K
Cordgrass Capital Advisors, LLC 0.19% Reduce -46.0% 11,499 $667K
Profund Advisors LLC 0.03% Reduce -14.9% 11,434 $663K
Kingswood Wealth Advisors, LLC 0.06% Reduce -51.7% 11,484 $662K
Brown Advisory Inc. 0.00% Add +26.1% 11,319 $657K
Groupe la Francaise 0.01% Add +20.2% 11,657 $655K
Demars Financial Group, LLC 0.28% Add +4.2% 11,251 $653K
Summa Corp. 0.38% No change 11,250 $653K
Manske Wealth Management 0.25% Add +0.5% 11,200 $650K
William Allan Corp 0.41% Reduce -11.1% 11,145 $647K
Glen Eagle Advisors, LLC 0.11% Reduce -19.9% 11,125 $645K
Romano Brothers and Company 0.08% Add +9.1% 11,119 $645K
Harbour Investments, Inc. 0.02% Add +5.8% 11,110 $644K
Greenleaf Trust 0.01% Reduce -4.9% 11,096 $644K
Magnolia Capital Management Ltd. 0.55% Reduce -19.7% 11,025 $640K
Meeder Advisory Services, Inc. 0.04% Reduce -2.0% 10,996 $638K
Tarbox Family Office, Inc. 0.11% Reduce -2.5% 10,990 $638K
SlateStone Wealth, LLC 0.06% Add +3.8% 10,985 $637K
My Legacy Advisors, LLC 0.25% Reduce -1.6% 10,970 $636K
Nations Financial Group Inc, /Ia/ 0.05% Add +2.4% 10,872 $631K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.2% 10,757 $624K
Saxon Interests, Inc. 0.29% Add +0.3% 10,705 $621K
HHM Wealth Advisors, LLC 0.08% Reduce -0.3% 10,657 $618K
Focus Financial Network, Inc. 0.03% Add +9.1% 10,657 $618K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -27.3% 10,524 $611K
Powers Advisory Group, LLC 0.29% Add +1.0% 10,383 $602K
Harbour Trust & Investment Management Co 0.07% Add +1.5% 10,372 $602K
Private Trust Co. NA 0.06% Add +7.8% 10,358 $601K
Gsa Capital Partners LLP 0.05% Reduce -40.1% 10,318 $599K
Keyes, Stange & Wooten Wealth Management, LLC 0.34% Add +95.1% 10,319 $599K
First Affirmative Financial Network 0.37% Add +12.4% 10,273 $596K
Oak Hill Wealth Advisors, LLC 0.14% Reduce -3.5% 10,257 $595K
Associated Banc-Corp 0.02% Add +1.9% 10,252 $595K
Tudor Investment Corporation 0.01% Reduce -95.2% 10,243 $594K
IFP Advisors, Inc 0.02% Add +28.3% 10,234 $594K
Wealthspire Retirement, LLC 0.05% Add +7.2% 10,164 $590K
First National Advisers, LLC 0.09% Reduce -0.2% 10,133 $588K
Turning Point Benefit Group, Inc. 0.55% Add +19.9% 11,065 $586K
LaSalle St. Investment Advisors, LLC 0.14% Add +7.0% 10,056 $583K
Crane Advisory, LLC 0.11% No change 10,544 $582K
Sunbelt Securities, Inc. 0.05% Reduce -31.7% 10,017 $581K
Buckley Wealth Management, LLC 0.18% Add +2.9% 9,992 $580K
Family Legacy, Inc. 0.20% No change 9,986 $579K
Principle Wealth Partners LLC 0.04% Add +83.2% 9,845 $571K
Bailard, Inc. 0.01% Add +0.0% 9,814 $569K
Groesbeck Investment Management Corp. 0.80% No change 9,815 $569K
Founders Financial Alliance, LLC 0.14% Add +23.7% 9,788 $568K
Praxis Investment Management Inc. 0.04% Add +38.5% 9,710 $563K
Sovran Advisors, LLC 0.07% Reduce -52.9% 9,472 $552K
Gen-Wealth Partners Inc 0.23% Reduce -2.4% 9,484 $550K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.8% 9,483 $550K
Advisor Resource Council 0.04% New 9,566 $547K
Inspire Advisors, LLC 0.06% New 9,423 $547K
OneAscent Financial Services LLC 0.04% Add +99.4% 9,470 $544K
Foundations Investment Advisors, LLC 0.01% Add +12.5% 9,307 $540K
Intrust Bank NA 0.05% Reduce -0.9% 9,216 $535K
Quad-Cities Investment Group, LLC 0.26% Add +0.1% 9,049 $525K
Kentucky Trust Co 0.31% Add +2.5% 9,035 $524K
Bessemer Group Inc. 0.00% Add +17.7% 9,031 $524K
Nicholas Wealth, LLC. 0.54% Reduce -30.4% 9,017 $523K
New Insight Wealth Advisors 0.24% Add +31.6% 8,974 $521K
Cigna Investments Inc. 0.10% Reduce -1.1% 8,752 $508K
Keystone Financial Group 0.05% Add +2.8% 8,744 $507K
Aster Capital Management (DIFC) Ltd 0.09% New 8,824 $503K
Aptus Capital Advisors, LLC 0.01% Reduce -0.0% 8,652 $502K
Essex Bank 0.12% Add +9.8% 8,592 $498K
NovaPoint Capital, LLC 0.15% Reduce -7.0% 8,472 $491K
OneDigital Investment Advisors LLC 0.01% Reduce -29.4% 8,354 $485K
Mather Group, Llc. 0.01% Add +2.0% 8,294 $481K
Beacon Investment Advisors LLC 0.23% Add +0.6% 8,283 $481K
Financial Management Network Inc. 0.11% Reduce -11.1% 9,076 $480K
CWA Asset Management Group, LLC 0.02% Add +9.1% 8,216 $477K
CAP Partners, LLC 0.34% Add +7.2% 8,190 $475K
Delta Investment Management, LLC 0.10% Reduce -22.5% 8,177 $474K
Arcataur Capital Management LLC 0.16% New 8,132 $472K
SG Americas Securities, LLC 0.00% Add +103.7% 8,095 $470K
CFS Investment Advisory Services, LLC 0.04% Reduce -4.9% 8,082 $469K
Summit Financial Wealth Advisors, LLC 0.09% No change 8,080 $469K
Beaumont Asset Management, L.L.C. 0.28% New 8,043 $467K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 8,026 $466K
Focused Wealth Management, Inc 0.06% Reduce -1.5% 7,966 $462K
Trueblood Wealth Management, LLC 0.21% Add +1.1% 7,867 $456K
GC Wealth Management RIA, LLC 0.08% Add +0.3% 7,864 $456K
American Investment Services, Inc. 0.08% Add +17.4% 7,838 $455K
Prudent Man Advisors, LLC 0.16% No change 7,808 $453K
Revisor Wealth Management LLC 0.20% Add +89.8% 7,757 $450K
Regal Investment Advisors LLC 0.04% Reduce -2.4% 7,717 $448K
Financial Partners Group, Inc 0.07% Add +4.6% 7,711 $447K
HUB Investment Partners, LLC 0.02% Reduce -0.3% 7,708 $447K
SMH Capital Advisors Inc. 1.04% Reduce -2.0% 7,699 $447K
Jacobi Capital Management LLC 0.03% New 7,651 $444K
Compound Planning, Inc. 0.02% Add +41.9% 7,609 $441K
West Paces Advisors Inc. 0.10% Reduce -13.9% 7,508 $436K
Sound View Wealth Advisors Group, LLC 0.04% Add +11.8% 7,506 $435K
Heartland Bank & Trust Co 0.22% New 7,480 $434K
Insigneo Advisory Services, LLC 0.04% Add +75.3% 7,345 $426K
Arete Wealth Advisors, LLC 0.03% Add +1.5% 7,343 $426K
Integrity Alliance, Llc. 0.02% New 7,315 $424K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -1.1% 7,277 $422K
Benchmark Investment Advisors LLC 0.27% No change 7,256 $421K
FLC Capital Advisors 0.09% Add +7.4% 7,243 $420K
Keynote Financial Services LLC 0.30% New 7,241 $420K
Flputnam Investment Management Co. 0.01% Reduce -5.3% 7,221 $419K
Chesapeake Asset Management LLC 0.40% Reduce -25.0% 7,217 $419K
Pinnacle Associates Ltd. 0.01% Add +5.0% 7,203 $418K
Tiemann Investment Advisors, LLC 0.19% Reduce -20.7% 7,174 $416K
Certuity, LLC 0.04% Reduce -7.7% 7,173 $416K
Alteri Wealth LLC 0.18% Add +36.3% 7,077 $411K
Golden State Wealth Management, LLC 0.06% Reduce -5.9% 7,054 $409K
Ascentis Wealth Management, LLC 0.13% Add +23.9% 7,149 $409K
Cary Street Partners Financial LLC 0.01% Reduce -3.9% 7,017 $407K
Cyndeo Wealth Partners, LLC 0.03% Reduce -40.2% 6,999 $406K
FSB Premier Wealth Management, Inc. 0.16% Add +1.3% 6,993 $406K
MFA Wealth Services 0.33% Add +6.0% 6,977 $405K
Citizens National Bank Trust Department 0.09% Add +12.2% 6,903 $400K
Valeo Financial Advisors, LLC 0.01% Reduce -11.0% 6,868 $398K
Graypoint LLC 0.02% Reduce -8.9% 6,833 $396K
TCFG Wealth Management, LLC 0.20% Add +2.0% 6,815 $395K
Clear Creek Financial Management, LLC 0.04% Add +62.4% 6,809 $395K
Strategy Asset Managers LLC 0.08% Add +37.9% 6,802 $395K
Griffin Asset Management, Inc. 0.05% Reduce -66.0% 6,796 $394K
Excalibur Management Corp. 0.15% Reduce -0.8% 6,781 $393K
Ingalls & Snyder LLC 0.01% Reduce -11.7% 6,763 $392K
Investmark Advisory Group LLC 0.19% Reduce -18.4% 6,753 $392K
Planning Directions Inc. 0.17% New 6,753 $392K
Fullcircle Wealth LLC 0.16% Reduce -2.6% 6,839 $391K
Integrated Advisors Network LLC 0.02% Add +7.2% 6,737 $391K
Everhart Financial Group, Inc. 0.05% Add +42.6% 6,723 $390K
Abel Hall, LLC 0.24% New 6,715 $390K
Regions Financial Corp. 0.00% Add +11.0% 6,702 $389K
Procyon Advisors, LLC 0.02% Reduce -15.9% 6,681 $388K
Roof Eidam Maycock Peralta, LLC 0.10% New 6,600 $383K
Csenge Advisory Group 0.02% Reduce -1.6% 6,547 $382K
Premier Path Wealth Partners, LLC 0.06% Add +21.4% 6,580 $382K
Stratos Wealth Advisors, LLC 0.02% Reduce -2.5% 6,579 $382K
First County Bank 0.21% Reduce -13.2% 6,577 $382K
Cape Investment Advisory, Inc. 0.15% Add +4.7% 6,573 $381K
Panagora Asset Management Inc. 0.00% Reduce -51.8% 6,566 $381K
Blue Fin Capital, Inc. 0.07% Add +0.0% 6,531 $379K
Integrated Investment Consultants, LLC 0.08% New 6,519 $378K
AllSquare Wealth Management LLC 0.22% Add +8.3% 6,497 $377K
Ellis Investment Partners, LLC 0.08% Add +13.2% 6,439 $374K
ASR Vermogensbeheer N.V. 0.01% — 6,399 $371K
AlphaCore Capital LLC 0.03% Add +1.6% 6,360 $369K
Lummis Asset Management, LP 0.25% Add +22.4% 6,309 $366K
Norden Group LLC 0.04% Reduce -17.3% 6,253 $363K
Rodgers Brothers Inc. 0.05% No change 6,250 $363K
EverSource Wealth Advisors, LLC 0.02% Add +21.8% 6,247 $362K
Simon Quick Advisors, LLC 0.02% Add +54.7% 6,145 $356K
Center for Financial Planning, Inc. 0.05% Add +16.0% 6,139 $356K
Walker Asset Management, LLC 0.22% Add +1.5% 6,133 $356K
Bokf, NA 0.01% Reduce -45.0% 6,116 $355K
Elevation Point Wealth Partners, LLC 0.03% Reduce -0.4% 6,108 $354K
NorthStar Asset Management LLC 0.22% Add +11.0% 6,076 $352K
Trace Wealth Advisors, LLC 0.31% No change 6,000 $348K
Community Bank & Trust, Waco, Texas 0.08% Reduce -18.8% 6,003 $348K
Shell Asset Management Co. 0.02% Reduce -3.8% 5,983 $347K
ETF Store, Inc. 0.42% Add +10.9% 5,945 $345K
MBB Public Markets I LLC 0.04% New 5,940 $345K
Panoramic Investment Advisors, LLC 0.23% Reduce -2.5% 5,929 $344K
Cahill Financial Advisors Inc. 0.05% Add +45.1% 5,929 $344K
Brighton Jones LLC 0.01% Reduce -2.9% 5,925 $344K
Leo Wealth, LLC 0.05% Add +10.2% 5,915 $343K
Good Steward Wealth Advisors,LLC 0.31% — 5,894 $342K
Comprehensive Money Management Services LLC 0.28% Reduce -1.7% 5,894 $342K
Caldwell Sutter Capital, Inc. 0.16% Reduce -7.1% 5,891 $342K
SS&H Financial Advisors, Inc. 0.13% Add +0.2% 5,878 $341K
Financial Advocates Investment Management 0.02% Reduce -23.3% 5,860 $340K
SeaCrest Wealth Management, LLC 0.04% Add +15.9% 5,848 $339K
XML Financial, LLC 0.03% Reduce -9.6% 5,749 $333K
CI Investments Inc. 0.00% Reduce -1.9% 5,718 $332K
GTS Securities LLC 0.01% Add +7.8% 5,721 $332K
Tempus Wealth Planning, LLC 0.10% New 5,718 $332K
Huntleigh Advisors, Inc. 0.06% Reduce -1.0% 5,716 $332K
Wolverine Asset Management LLC 0.02% No change 5,711 $331K
Dudley Capital Management, LLC 0.18% Add +0.9% 5,704 $331K
Hendershot Investments Inc. 0.04% Reduce -15.2% 5,675 $329K
180 Wealth Advisors, LLC 0.05% Reduce -3.8% 5,626 $326K
Vance Wealth, LLC 0.12% No change 5,626 $326K
Coastwise Capital Group, LLC 0.27% Add +11.6% 5,619 $326K
Atlanta Consulting Group Advisors, LLC 0.10% Add +17.3% 5,612 $326K
Fisher Asset Management 0.00% New 5,605 $325K
Cadence Bank 0.02% Reduce -6.7% 5,588 $324K
Meridian Wealth Management, LLC 0.02% Add +2.6% 5,580 $324K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -3.5% 5,550 $322K
Moneco Advisors, LLC 0.03% New 5,530 $321K
Park Place Capital Corp 0.09% Add +25.0% 5,527 $321K
MeadowBrook Investment Advisors LLC 0.30% Reduce -6.7% 5,515 $320K
Cross Staff Investments Inc 0.24% No change 5,511 $320K
BlueChip Wealth Advisors LLC 0.16% Add +14.8% 5,462 $317K
Larson Financial Group LLC 0.01% Reduce -48.7% 5,456 $317K
Red Door Wealth Management, LLC 0.05% No change 5,419 $314K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.3% 5,386 $312K
Hoxton Planning & Management, LLC 0.12% Add +0.1% 5,370 $312K
King Luther Capital Management Corp. 0.00% Reduce -6.3% 5,361 $311K
TPG Advisors LLC 0.24% Add +0.3% 5,347 $310K
Aspire Growth Partners LLC 0.28% Add +26.3% 5,465 $310K
SkyView Investment Advisors, LLC 0.05% New 5,348 $310K
Pure Financial Advisors, LLC 0.01% Add +6.1% 5,334 $309K
Prairie Sky Financial Group LLC 0.18% No change 5,332 $309K
Optas, LLC 0.05% Add +37.3% 5,327 $309K
Core Wealth Partners LLC 0.18% Reduce -30.2% 5,314 $308K
Lindbrook Capital, LLC 0.03% Add +118.7% 5,309 $308K
Jefferies Financial Group Inc. 0.01% New 5,307 $308K
Westbourne Investments, Inc. 0.19% Add +3.9% 5,300 $307K
Silvia McColl Wealth Management, LLC 0.23% New 5,285 $307K
Berger Financial Group, Inc 0.02% Add +18.8% 5,275 $306K
Phillips Wealth Planners LLC 0.32% Add +10.5% 5,541 $306K
Argent Trust Co 0.01% Add +0.7% 5,241 $304K
Mayflower Financial Advisors, LLC 0.05% Reduce -4.6% 5,241 $304K
Sovereign Financial Group, Inc. 0.07% Add +0.5% 5,228 $303K
Moody National Bank Trust Division 0.03% Add +20.0% 5,227 $303K
Cherry Creek Investment Advisors, Inc. 0.16% Add +35.1% 5,224 $303K
AdvisorNet Financial, Inc 0.02% Reduce -38.6% 5,223 $303K
AlphaQuest LLC 0.03% New 5,223 $303K
Marcum Wealth, LLC 0.03% Add +8.1% 5,213 $302K
International Assets Investment Management, LLC 0.03% Reduce -0.8% 5,165 $300K
Mason & Associates Inc 0.07% Reduce -1.1% 5,143 $298K
Silverlake Wealth Management LLC 0.11% Add +11.6% 5,124 $297K
Baader Bank Aktiengesellschaft 0.03% New 6,423 $295K
Visionary Wealth Advisors 0.02% Reduce -0.1% 5,069 $294K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.5% 5,061 $294K
Whipplewood Advisors, LLC 0.17% Add +2.2% 5,208 $294K
Trajan Wealth LLC 0.02% Add +22.8% 5,038 $292K
Catalyst Capital Advisors LLC 0.01% No change 5,000 $290K
Brown, Lisle/Cummings, Inc. 0.08% Add +12.4% 4,975 $289K
Shelton Capital Management 0.01% No change 4,933 $286K
Autumn Glory Partners, LLC 0.14% New 4,900 $284K
Cornerstone Wealth Management, LLC 0.02% Add +18.6% 4,840 $281K
Flynn Zito Capital Management, LLC 0.13% Add +2.1% 4,827 $280K
Titleist Asset Management, LLC 0.03% Add +7.7% 4,806 $279K
Callahan Advisors, LLC 0.03% New 4,800 $278K
Legacy Advisors, LLC 0.03% Add +5.8% 4,773 $277K
Wealth Quarterback LLC 0.16% Add +19.7% 4,757 $276K
Stiles Financial Services Inc 0.11% Add +0.4% 4,753 $276K
Alps Advisors Inc. 0.00% Reduce -14.9% 4,746 $275K
Cozad Asset Management Inc. 0.03% Add +3.2% 4,707 $273K
Inceptionr LLC 0.08% New 4,720 $273K
Certior Financial Group, LLC 0.22% Add +9.7% 4,694 $272K
Wealth Management Associates, Inc. 0.12% Add +1.3% 4,690 $272K
FSA Investment Group, LLC 0.23% Add +0.7% 4,671 $271K
Aull & Monroe Investment Management Corp 0.13% Add +10.9% 4,660 $270K
MBA Advisors LLC 0.13% Add +18.5% 4,646 $270K
Charter Oak Capital Management, LLC 0.02% Add +1.3% 4,614 $268K
Wedmont Private Capital 0.01% Add +11.6% 4,841 $267K
CX Institutional 0.01% New 4,566 $265K
Freedom Investment Management, Inc. 0.02% Reduce -34.4% 4,567 $265K
Pinnacle Financial Partners Inc 0.01% Add +10040.0% 4,563 $264K
Yoder Wealth Management, Inc. 0.15% Add +0.5% 4,551 $264K
Avestar Capital, LLC 0.03% Reduce -9.3% 4,549 $264K
Debussy Capital Management LP 0.04% Add +23.6% 4,546 $264K
Reliant Investment Partners, LLC 0.27% Add +8.4% 4,508 $262K
Lantz Financial LLC 0.07% Add +7.8% 4,502 $261K
Holderness Investments Co. 0.06% Reduce -2.1% 4,476 $260K
NWF Advisory Services Inc. 0.04% New 4,476 $260K
Spire Wealth Management 0.01% Add +11.9% 4,473 $260K
Per Stirling Capital Management, LLC. 0.04% New 4,472 $259K
Somerset Trust Co 0.09% New 4,460 $259K
Beverly Hills Private Wealth, LLC 0.05% Reduce -1.0% 4,443 $258K
Bridgewater Advisors Inc. 0.02% New 4,483 $257K
Petix & Botte Co 0.07% No change 4,426 $257K
Traynor Capital Management, Inc. 0.02% Add +6.7% 4,419 $256K
StoneX Group Inc. 0.01% New 4,397 $255K
Western Wealth Management, LLC 0.02% Add +14.4% 4,394 $255K
Great Lakes Advisors, LLC 0.00% Reduce -84.5% 4,384 $254K
Modera Wealth Management, LLC 0.00% Reduce -10.6% 4,382 $254K
Advisory Alpha, LLC 0.01% Add +2.5% 4,337 $252K
Jacobsen Capital Management 0.11% Add +6.7% 4,322 $251K
Mindset Wealth Management, LLC 0.10% New 4,321 $251K
Bolthouse Investments, LLC 0.26% New 4,317 $250K
Court Place Advisors, LLC 0.08% Reduce -8.3% 4,291 $249K
PDS Planning, Inc 0.02% New 4,269 $248K
Los Angeles Capital Management LLC 0.00% No change 4,221 $245K
PFG Advisors 0.01% New 4,203 $244K
Campion Asset Management 0.19% Reduce -20.1% 4,198 $244K
LexAurum Advisors, LLC 0.05% Add +0.7% 4,196 $243K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -29.4% 4,171 $242K
Sunpointe, LLC 0.13% New 4,166 $242K
Helium Advisors LLC 0.18% Add +2.5% 4,148 $241K
Prosperitas Financial LLC 0.12% Add +4.8% 4,136 $240K
Atlas Legacy Advisors, LLC 0.06% Reduce -21.0% 4,135 $240K
Ascent Group, LLC 0.01% New 4,130 $240K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -74.7% 4,124 $239K
Alta Advisers Ltd 0.10% New 4,124 $239K
Pointe Capital Management LLC 0.14% No change 4,094 $237K
Sfmg, LLC 0.02% New 4,083 $237K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -6.6% 4,073 $236K
Crescent Sterling, Ltd. 0.24% Add +0.6% 4,062 $236K
Buffington Mohr McNeal 0.05% No change 4,048 $235K
Moss Adams Wealth Advisors LLC 0.02% New 4,012 $233K
Fulton Breakefield Broenniman LLC 0.02% No change 4,000 $232K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -28.1% 3,999 $232K
Smith, Moore & Co. 0.02% Reduce -10.1% 3,984 $231K
ICONIQ Capital, LLC 0.00% New 3,982 $231K
Tyche Wealth Partners LLC 0.05% Add +1.1% 3,976 $231K
Prosperity Wealth Management, Inc. 0.11% No change 3,975 $231K
Kovack Advisors, Inc. 0.02% Reduce -80.8% 3,970 $230K
Howard Capital Management, LLC 0.01% Reduce -11.0% 3,964 $230K
Brooklyn Investment Group 0.05% Reduce -5.7% 3,965 $230K
Sandbox Financial Partners, LLC 0.08% Add +0.0% 3,955 $229K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% No change 3,950 $229K
LGT Fund Management Co Ltd. 0.02% No change 3,942 $229K
LMR Partners LLP 0.01% New 3,931 $228K
Alpha Family Trust 0.13% No change 3,930 $228K
Cetera Trust Company, N.A 0.15% No change 3,925 $228K
Keystone Wealth Services, LLC 0.06% Add +0.1% 3,925 $228K
Slagle Financial, LLC 0.10% Reduce -2.9% 3,900 $226K
Northstar Advisory Group, LLC 0.15% No change 3,885 $225K
Richards, Merrill & Peterson, Inc. 0.12% No change 3,868 $224K
Jentner Corp 0.07% Add +1.4% 3,853 $224K
Busey Bank 0.01% New 3,830 $222K
First Manhattan Co. Llc. 0.00% Reduce -9.7% 3,754 $218K
Colonial River Investments, LLC 0.12% Reduce -7.0% 3,751 $218K
Axxcess Wealth Management, LLC 0.01% Reduce -7.0% 3,751 $218K
West Family Investments, Inc. 0.08% Reduce -35.5% 3,741 $217K
Goldstone Financial Group, LLC 0.03% New 3,735 $217K
L2 Asset Management, LLC 0.04% New 3,714 $215K
Pinnacle Wealth Planning Services, Inc. 0.03% New 3,709 $215K
Bridgewater Associates 0.00% New 3,687 $214K
Walleye Capital LLC 0.00% Reduce -88.3% 3,657 $212K
Balboa Wealth Partners 0.05% New 3,654 $212K
LPF Advisors LLC 0.17% New 3,650 $212K
Mattern Wealth Management LLC 0.05% New 3,650 $212K
DF Dent & Co. Inc. 0.00% New 3,635 $211K
Sound Financial Strategies Group, LLC 0.19% Reduce -76.3% 3,625 $210K
Koshinski Asset Management, Inc. 0.02% New 3,619 $210K
F/m Investments LLC 0.01% Reduce -87.2% 3,617 $210K
McAdam, LLC 0.01% New 3,611 $209K
Johnson Investment Counsel Inc. 0.00% New 3,581 $208K
Westside Investment Management, Inc. 0.04% No change 3,580 $208K
Pitcairn Co. 0.01% Reduce -6.2% 3,547 $206K
Northcape Wealth Management, LLC 0.07% New 3,541 $205K
Callan Capital, LLC 0.02% New 3,520 $204K
Camelot Portfolios, LLC 0.13% New 3,503 $203K
Connors Investor Services Inc. 0.02% New 3,495 $203K
Sand Hill Global Advisors, LLC 0.01% New 3,482 $202K
Sonora Investment Management Group, LLC 0.02% New 3,469 $201K
Lazari Capital Management, Inc. 0.08% New 3,462 $201K
Sivia Capital Partners, LLC 0.09% New 3,459 $201K
Transcend Capital Advisors, LLC 0.01% New 3,457 $201K
Financial Counselors Inc. 0.00% Reduce -39.1% 3,455 $200K
CoreCap Advisors, LLC 0.01% Reduce -89.8% 3,435 $199K
Lazard Asset Management LLC 0.00% Reduce -41.0% 3,398 $196K
Smartleaf Asset Management LLC 0.02% Add +13.8% 3,428 $194K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.5% 3,312 $192K
Kestra Investment Management, LLC 0.00% Add +703.9% 3,304 $192K
Ancora Advisors LLC 0.00% Reduce -9.9% 3,302 $192K
Private Wealth Asset Management, LLC 0.03% — 3,227 $187K
M&G PLC 0.00% Reduce -48.2% 3,157 $183K
SRH Advisors, LLC 0.06% No change 3,100 $180K
Toth Financial Advisory Corp. 0.02% Add +0.9% 3,100 $180K
Bayforest Capital Ltd 0.08% Add +5.2% 3,039 $176K
Ridgewood Investments LLC 0.08% No change 2,963 $172K
Y.D. More Investments Ltd 0.01% Add +15.7% 2,888 $168K
Tidemark, LLC 0.06% Reduce -0.6% 2,867 $166K
Coastline Trust Co 0.02% No change 2,760 $160K
Plato Investment Management Ltd 0.01% No change 2,704 $159K
TD Waterhouse Canada Inc. 0.00% Add +65.4% 3,509 $153K
Cromwell Holdings LLC 0.10% Add +1.7% 2,607 $151K
Montag A & Associates Inc. 0.01% No change 2,580 $150K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +80.8% 2,551 $148K
NFSG Corp 0.04% Reduce -72.0% 2,550 $148K
Covestor Ltd 0.10% Add +20.4% 2,523 $146K
Caldwell Trust Co 0.02% Add +11.0% 2,457 $143K
C M Bidwell & Associates Ltd. 0.08% Add +0.8% 2,433 $141K
Parkside Financial Bank & Trust 0.02% Add +13.3% 2,429 $141K
Armstrong Advisory Group, Inc. 0.01% No change 2,530 $135K
Tsfg, LLC 0.03% Add +52.0% 2,331 $135K
Motco 0.01% Add +1.3% 2,273 $132K
HM Payson & Co. 0.00% Add +174.7% 2,239 $130K
Wood Tarver Financial Group, LLC 0.04% Reduce -4.0% 2,233 $130K
Main Street Group, LTD 0.06% Add +346.2% 2,231 $129K
Ameriflex Group, Inc. 0.05% Add +395.5% 2,195 $127K
Wealth Preservation Advisors, LLC 0.09% — 2,110 $122K
Medallion Wealth Advisors, LLC 0.05% Add +4.5% 2,069 $119K
Proathlete Wealth Management LLC 0.04% New 2,020 $117K
Financial Perspectives, Inc 0.04% No change 2,011 $117K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -32.3% 2,006 $116K
Cherry Tree Wealth Management, LLC 0.03% No change 1,978 $115K
Hollencrest Capital Management 0.01% No change 1,946 $113K
Fortitude Family Office, LLC 0.04% Reduce -21.8% 1,936 $112K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $112K
Salem Investment Counselors Inc. 0.00% Add +10.2% 1,851 $107K
Capital Analysts, LLC 0.00% Add +18.9% 1,854 $107K
Optimum Investment Advisors 0.05% No change 1,800 $104K
Grove Bank & Trust 0.01% Add +35.6% 1,795 $104K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.4% 1,778 $103K
Quent Capital, LLC 0.01% Add +2.6% 1,770 $103K
Hexagon Capital Partners LLC 0.02% Reduce -14.2% 1,742 $101K
Anchor Investment Management, LLC 0.01% Reduce -3.7% 1,673 $97K
Creative Financial Designs Inc. 0.01% Reduce -11.3% 1,656 $96K
Kiker Wealth Management, LLC 0.07% New 1,649 $96K
Versant Capital Management, Inc 0.02% Add +0.4% 1,618 $94K
ESL Trust Services, LLC 0.02% No change 1,600 $93K
Glass Jacobson Investment Advisors llc 0.03% No change 1,733 $93K
City State Bank 0.03% No change 1,550 $90K
CENTRAL TRUST Co 0.00% Add +7.0% 1,545 $90K
Bangor Savings Bank 0.01% No change 1,537 $89K
Pinnacle Bancorp, Inc. 0.03% No change 1,500 $87K
Manchester Capital Management LLC 0.01% Add +0.6% 1,468 $85K
Beacon Capital Management, LLC 0.01% Add +8.3% 1,415 $82K
Rosenberg Matthew Hamilton 0.02% No change 1,329 $77K
Quantbot Technologies LP 0.00% New 1,327 $77K
Cary Street Partners Investment Advisory LLC 0.04% Add +8.7% 1,319 $77K
Rothschild Investment LLC 0.01% Add +3.0% 1,317 $76K
Front Row Advisors LLC 0.03% No change 1,310 $76K
Founders Capital Management 0.05% Reduce -3.9% 1,250 $73K
McIlrath & Eck, LLC 0.01% Reduce -5.4% 1,239 $72K
JNBA Financial Advisors 0.01% Reduce -30.5% 1,237 $72K
Aventura Private Wealth, LLC 0.04% Reduce -4.0% 1,215 $70K
Trust Co 0.01% No change 1,197 $69K
TruNorth Capital Management, LLC 0.02% Add +205.6% 1,195 $69K
Elite Financial, Inc. 0.03% New 1,150 $66K
Winthrop Capital Management, LLC 0.02% Reduce -1.8% 1,099 $64K
Bank of New Hampshire 0.02% No change 1,100 $64K
Capital Advisors, Ltd. LLC 0.01% Add +3.0% 1,092 $63K
Heritage Wealth Advisors 0.00% Reduce -30.7% 1,083 $63K
Missouri Trust & Investment Co 0.02% Add +14.4% 1,082 $63K
NBT Bank, N.A. 0.00% No change 1,071 $62K
Roxbury Financial LLC 0.06% Add +0.1% 1,081 $62K
Darwin Wealth Management, LLC 0.02% No change 1,139 $61K
Transce3nd, LLC 0.03% Reduce -54.8% 1,047 $61K
Semmax Financial Advisors Inc. 0.02% Add +0.5% 1,033 $59K
Crews Bank & Trust 0.01% No change 1,011 $59K
Activest Wealth Management 0.02% Add +28.5% 1,005 $58K
Future Financial Wealth Managment LLC 0.04% No change 1,000 $58K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -60.4% 982 $57K
Wolff Wiese Magana LLC 0.04% Add +0.4% 978 $57K
Physician Wealth Advisors, Inc. 0.01% Add +63.5% 976 $57K
Centennial Bank 0.03% No change 966 $56K
Fortis Group Advisors, LLC 0.01% No change 950 $55K
Arax Advisory Partners 0.00% Reduce -61.8% 947 $55K
Bellevue Asset Management, LLC 0.03% Add +0.1% 933 $54K
Nemes Rush Group LLC 0.01% Add +2.9% 902 $52K
Wiser Advisor Group LLC 0.08% Add +1.4% 896 $52K
Wayfinding Financial, LLC 0.02% New 913 $52K
Loomis Sayles & Co. L P 0.00% Reduce -35.9% 875 $51K
Deseret Mutual Benefit Administrators 0.02% Add +17.1% 865 $50K
Independence Bank of Kentucky 0.01% No change 850 $49K
Bogart Wealth, LLC 0.00% Reduce -71.2% 806 $47K
United Community Bank 0.02% No change 800 $46K
Plante Moran Financial Advisors, LLC 0.00% Add +4.0% 800 $46K
Silvant Capital Management LLC 0.00% No change 796 $46K
Ogorek Anthony Joseph /NY/ 0.02% New 800 $46K
CVA Family Office, LLC 0.01% Add +52.8% 787 $46K
Dynamic Wealth Strategies, LLC 0.04% New 786 $46K
Whittier Trust Co. 0.00% Reduce -80.0% 762 $44K
1620 Investment Advisors, Inc. 0.03% No change 720 $42K
Orion Capital Management LLC 0.02% No change 700 $41K
BankPlus Trust Department 0.01% No change 684 $40K
Private Wealth Management Group, LLC 0.01% Add +28.6% 674 $39K
10Elms LLP 0.05% No change 667 $39K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $39K
Hoertkorn Richard Charles 0.02% No change 666 $39K
CBIZ Investment Advisory Services, LLC 0.00% Add +87.6% 649 $38K
Fourth Dimension Wealth, LLC 0.02% No change 641 $37K
Millstone Evans Group, LLC 0.03% No change 638 $37K
Riverview Trust Co 0.04% No change 630 $37K
Investment Research & Advisory Group, Inc. 0.01% Add +23.0% 615 $36K
FSC Wealth Advisors, LLC 0.02% Add +288.0% 613 $36K
Cypress Capital Management LLC (WY) 0.04% No change 609 $35K
JFS Wealth Advisors, LLC 0.00% Reduce -83.4% 599 $35K
Bruce G. Allen Investments, LLC 0.03% No change 584 $34K
MV Capital Management, Inc. 0.00% Add +4.5% 577 $33K
PSI Advisors, LLC 0.01% Add +78.3% 574 $33K
SouthState Bank Corp 0.00% Add +40.5% 572 $33K
Hazlett, Burt & Watson, Inc. 0.01% Add +43.8% 575 $33K
Tobam 0.01% Reduce -80.0% 563 $33K
Smithfield Trust Co 0.00% No change 575 $33K
GW&K Investment Management, LLC 0.00% Add +26.0% 572 $33K
Archer Investment Corp 0.01% Add +19.6% 568 $33K
Mb, Levis & Associates, LLC 0.01% Add +0.9% 553 $32K
Hopwood Financial Services, Inc. 0.02% No change 550 $32K
Hoey Investments, Inc. 0.01% No change 544 $32K
Creative Capital Management Investments LLC 0.01% No change 525 $30K
Atticus Wealth Management, LLC 0.01% Reduce -87.4% 517 $30K
Continuum Advisory, LLC 0.00% Reduce -1.0% 514 $30K
Key Financial Inc 0.01% No change 509 $30K
Sierra Ocean, LLC 0.02% Reduce -21.1% 480 $28K
Mark Sheptoff Financial Planning, LLC 0.02% No change 479 $28K
Rise Advisors, LLC 0.01% Add +8.9% 477 $28K
Bell Investment Advisors, Inc 0.01% Add +2.2% 474 $27K
American National Bank & Trust 0.00% Add +7.5% 459 $27K
Keystone Global Partners, LLC 0.02% — 449 $26K
Eastern Bank 0.00% No change 434 $25K
Hantz Financial Services, Inc. 0.00% Add +26.9% 424 $25K
Capital A Wealth Management, LLC 0.03% Reduce -2.1% 413 $24K
Financial Network Wealth Advisors LLC 0.03% New 411 $24K
Tortoise Investment Management, LLC 0.00% No change 408 $24K
Piscataqua Savings Bank 0.02% No change 400 $23K
Arlington Trust Co LLC 0.00% No change 400 $23K
Community Bank, N.A. 0.00% Add +100.0% 400 $23K
WASHINGTON TRUST Co 0.00% No change 400 $23K
Opal Wealth Advisors, LLC 0.01% New 387 $22K
Valley National Advisers Inc. 0.00% Add +1.3% 390 $22K
Albion Financial Group 0.00% Add +1.3% 377 $22K
Monetary Management Group Inc. 0.01% No change 360 $21K
Saudi Central Bank 0.11% New 344 $20K
NewSquare Capital LLC 0.00% Add +788.9% 320 $19K
Global Financial Private Client, LLC 0.01% No change 310 $18K
Meeder Asset Management Inc. 0.00% Reduce -31.0% 307 $18K
Barrett & Company, Inc. 0.01% Add +6.3% 302 $18K
POM Investment Strategies, LLC 0.02% Add +308.2% 298 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 293 $17K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.7% 284 $16K
SOA Wealth Advisors, LLC. 0.00% Reduce -77.0% 283 $16K
Aspect Partners, LLC 0.01% Reduce -15.3% 277 $16K
Hemington Wealth Management 0.00% Reduce -10.4% 267 $15K
Clear Investment Research, LLC 0.02% No change 253 $15K
Salomon & Ludwin, LLC 0.00% No change 250 $15K
Evermay Wealth Management LLC 0.00% No change 238 $14K
Highline Wealth Partners LLC 0.00% Add +13.9% 237 $14K
Washington Trust Advisors, Inc. 0.00% No change 233 $14K
Roble, Belko & Company, Inc 0.00% Add +14.3% 216 $13K
Kozak & Associates, Inc. 0.00% Add +0.9% 228 $13K
IAG Wealth Partners, LLC 0.00% No change 218 $13K
DT Investment Partners, LLC 0.00% No change 207 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -63.6% 200 $12K
Hoese & Co LLP 0.01% No change 200 $12K
Legacy Wealth Managment, LLC 0.01% No change 200 $12K
Strategic Investment Solutions, Inc. 0.00% No change 200 $12K
Concord Wealth Partners 0.00% No change 190 $11K
Navigoe, LLC 0.01% No change 200 $11K
Avion Wealth 0.00% No change 217 $11K
REAP Financial Group, LLC 0.00% Add +4625.0% 189 $11K
Ameliora Wealth Management Ltd. 0.00% No change 188 $11K
St Germain D J Co. Inc. 0.00% Reduce -75.4% 185 $11K
GPS Wealth Strategies Group, LLC 0.00% Reduce -61.9% 184 $11K
Sittner & Nelson, LLC 0.00% No change 182 $11K
Bare Financial Services, Inc 0.00% Add +4.6% 181 $11K
Vermillion Wealth Management, Inc. 0.00% No change 177 $10K
Oakworth Capital, Inc. 0.00% No change 173 $10K
IFS Advisors, LLC 0.01% No change 159 $9K
FNY Investment Advisers, LLC 0.01% Reduce -32.0% 170 $9K
North Capital, Inc. 0.01% — 154 $9K
Flagship Wealth Advisors, LLC 0.00% No change 150 $9K
First Horizon Advisors, Inc. 0.00% Reduce -34.5% 150 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 149 $9K
ORG Partners LLC 0.00% Add +67.2% 3,079 $9K
Compass Financial Services Inc 0.00% New 140 $8K
Red Tortoise LLC 0.00% New 138 $8K
Abound Wealth Management 0.00% Reduce -3.5% 137 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $8K
High Note Wealth, LLC 0.00% Add +13.7% 133 $8K
Asset Dedication, LLC 0.00% Add +19.1% 131 $8K
Iron Horse Wealth Management, LLC 0.00% Add +113.3% 128 $7K
First Pacific Financial 0.00% Add +146.0% 123 $7K
Financial Gravity Asset Management, Inc. 0.00% — 123 $7K
First Command Advisory Services, Inc. 0.00% New 122 $7K
Carolinas Wealth Consulting LLC 0.00% Reduce -0.9% 111 $6K
HighMark Wealth Management LLC 0.00% Add +0.9% 109 $6K
Dunhill Financial, LLC 0.00% Reduce -23.4% 108 $6K
New Millennium Group LLC 0.00% Reduce -66.3% 108 $6K
Synergy Investment Management, LLC 0.00% Add +1.0% 105 $6K
Painted Porch Advisors LLC 0.00% New 105 $6K
Boyd Watterson Asset Management LLC 0.00% No change 103 $6K
Laurel Wealth Advisors LLC 0.00% No change 100 $6K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $6K
Park Square Financial Group, LLC 0.00% New 98 $6K
Halbert Hargrove Global Advisors, LLC 0.00% New 85 $5K
Crewe Advisors LLC 0.00% Add +320.0% 84 $5K
Centricity Wealth Management, LLC 0.00% No change 81 $5K
Sachetta, LLC 0.00% Add +39.6% 74 $4K
Abound Financial, LLC 0.00% New 74 $4K
Cornerstone Planning Group LLC 0.00% Add +227.3% 72 $4K
Hughes Financial Services, LLC 0.00% New 70 $4K
Financial Management Professionals, Inc. 0.00% Add +32.7% 69 $4K
Mascoma Wealth Management LLC 0.00% No change 67 $4K
Strengthening Families & Communities, LLC 0.00% No change 72 $4K
Country Trust Bank 0.00% No change 62 $4K
Delta Asset Management LLC 0.00% No change 60 $3K
Quest 10 Wealth Builders, Inc. 0.00% Add +11.1% 60 $3K
WPG Advisers, LLC 0.00% Reduce -36.3% 58 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
Principia Wealth Advisory, LLC 0.00% Add +160.9% 60 $3K
Clark Wealth Partners 0.00% Add +7.8% 55 $3K
Robinswood Financial LLC 0.00% Add +2.0% 51 $3K
TFC Financial Management, Inc. 0.00% Reduce -10.5% 51 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
WealthTrak Capital Management LLC 0.00% Add +80.0% 45 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 38 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +2.7% 38 $2K
Binnacle Investments Inc 0.00% — 38 $2K
SJS Investment Consulting Inc. 0.00% New 37 $2K
True Wealth Design, LLC 0.00% Add +121.4% 31 $2K
Valued Wealth Advisors LLC 0.00% No change 25 $1K
Pacific Center for Financial Services 0.00% No change 23 $1K
GHP Investment Advisors, Inc. 0.00% No change 21 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -9.5% 19 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $1K
Rialto Wealth Management, LLC 0.00% New 18 $1K
Winnacle Wealth LLC 0.00% Add +54.5% 17 $947
Sandy Spring Bank 0.00% Reduce -96.0% 15 $871
Nvwm, LLC 0.00% New 14 $812
Clarity Asset Management, Inc. 0.00% No change 13 $764
Bear Mountain Capital, Inc. 0.00% New 12 $698
American Capital Advisory, LLC 0.00% Reduce -28.6% 10 $581
Dogwood Wealth Management LLC 0.00% New 9 $522
Systematic Financial Management LP 0.00% Reduce -70.0% 9 $522
YANKCOM Partnership 0.00% No change 8 $464
Leonteq Securities AG 0.00% No change 6 $348
Greenline Partners, LLC 0.00% New 5 $290
GoalVest Advisory LLC 0.00% New 3 $174
Redwood Park Advisors LLC 0.00% New 2 $117
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1 $37

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