Realty IncomeO

13F holders, Q2 2025 (June 30)
1,287holders +9
97new positions
94sold out
8famous investors
$57.51avg. 13F price*

At the end of Q2 2025, 1,287 institutions reported holding Realty Income Corp. (O) in their 13F filings, up 9 from Q1 2025. 97 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($8.4B), BlackRock, Inc. ($5.4B) and State Street Corp. ($3.6B). 8 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions97$131.8M
Exits94$220.0M

All 13F filers, Q1 2025 → Q2 2025: 36,075,501 shares bought and 22,465,132 shares sold, net +13,610,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,287 holders

Vanguard Group Inc. 0.14% Add +2.5% 146,136,211 $8.4B
BlackRock, Inc. 0.10% Add +0.9% 93,643,237 $5.4B
State Street Corp. 0.13% Add +1.1% 61,732,956 $3.6B
Geode Capital Management, LLC 0.11% Add +8.3% 26,979,134 $1.5B
Parnassus Investments, LLC 2.44% Reduce -3.4% 18,386,115 $1.1B
Bank of America Corp. 0.08% Reduce -2.9% 17,773,729 $1.0B
Morgan Stanley 0.06% Add +2.8% 14,662,527 $844.7M
Cohen & Steers, Inc. 1.52% Add +24.7% 14,338,480 $826.0M
JPMorgan Chase & Co. 0.05% Reduce -1.0% 12,853,974 $740.5M
Dimensional Fund Advisors LP 0.16% Add +1.1% 12,237,569 $705.0M
Raymond James Financial Inc. 0.24% Add +5.8% 12,011,841 $692.0M
Northern Trust Corp. 0.09% Reduce -6.7% 11,852,040 $682.8M
Norges Bank 0.08% Add +7.0% 11,742,745 $676.5M
Charles Schwab Investment Management Inc. 0.11% Add +7.6% 10,878,743 $626.7M
Legal & General Group Plc 0.14% Add +1.3% 9,972,749 $574.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +20.5% 9,545,962 $549.9M
APG Asset Management US Inc. 3.73% Add +4.3% 8,638,562 $499.3M
Invesco Ltd. 0.08% Reduce -27.8% 8,247,115 $475.1M
Goldman Sachs Group Inc. 0.05% Reduce -9.8% 5,845,437 $336.8M
Bank of New York Mellon Corp 0.06% Add +1.5% 5,813,174 $334.9M
Wells Fargo & Company 0.07% Add +2.1% 5,363,877 $309.0M
Royal Bank of Canada 0.06% Add +39.7% 5,304,734 $305.6M
Centersquare Investment Management LLC 2.75% Reduce -7.3% 4,605,962 $265.3M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +1.1% 4,538,468 $261.5M
CBRE Investment Management Listed Real Assets LLC 3.65% Reduce -17.3% 4,153,817 $239.3M
Daiwa Securities Group Inc. 0.84% Add +20.6% 3,953,495 $227.8M
Nuveen, LLC 0.06% Add +10.1% 3,938,515 $226.9M
American Century Companies Inc. 0.12% Add +8.1% 3,706,380 $213.5M
California Public Employees Retirement System 0.12% Reduce -14.1% 3,340,694 $192.5M
T. Rowe Price Associates Inc. 0.02% Reduce -33.9% 2,923,631 $168.4M
ProShare Advisors LLC 0.33% Reduce -11.4% 2,912,217 $167.8M
Ameriprise Financial Inc. 0.04% Add +23.3% 2,858,731 $164.7M
UBS Group AG 0.03% Reduce -38.3% 2,806,627 $161.7M
Swiss National Bank 0.09% Add +9.3% 2,699,394 $155.5M
National Pension Service 0.13% Add +12.2% 2,697,538 $155.4M
Federated Hermes, Inc. 0.29% Add +13.1% 2,669,031 $153.8M
FMR LLC 0.01% Add +0.6% 2,647,127 $152.5M
HSBC Holdings PLC 0.10% Reduce -13.2% 2,588,873 $149.0M
LPL Financial LLC 0.05% Add +13.7% 2,470,739 $142.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +7.4% 2,445,252 $140.9M
Rush Island Management, LP 8.91% Reduce -15.0% 2,374,494 $136.8M
Envestnet Asset Management Inc. 0.04% Add +1.0% 2,271,214 $130.8M
Nomura Asset Management Co. Ltd. 0.35% Add +1.5% 2,216,418 $127.7M
Amundi 0.04% Add +42.6% 2,181,383 $126.1M
Principal Financial Group Inc. 0.07% Reduce -0.1% 2,168,875 $124.9M
Deutsche Bank AG 0.05% Reduce -6.7% 2,148,127 $123.8M
Schroder Investment Management Group 0.10% Add +420.0% 2,139,550 $123.3M
Sei Investments Co. 0.14% Reduce -5.4% 2,125,938 $122.5M
CANADA LIFE ASSURANCE Co 0.19% Add +12.1% 2,059,290 $118.7M
Lasalle Investment Management Securities LLC 4.84% Reduce -4.8% 2,053,316 $118.3M
Nan Shan Life Insurance Co., Ltd. 2.43% No change 1,895,302 $109.2M
Rhumbline Advisers 0.09% Add +6.0% 1,863,593 $107.4M
Asset Management One Co., Ltd. 0.33% Add +0.4% 1,806,659 $104.1M
BNP Paribas Financial Markets 0.08% Add +23.5% 1,804,861 $104.0M
Bahl & Gaynor LLC 0.53% Reduce -25.1% 1,803,237 $103.9M
Barclays PLC 0.04% Add +20.3% 1,794,951 $103.4M
Aberdeen Group plc 0.17% Add +32.7% 1,760,649 $100.0M
Alliancebernstein L.P. 0.03% Reduce -8.4% 1,611,655 $92.8M
Public Employees Retirement System of Ohio 0.30% Add +4.3% 1,569,818 $90.4M
California State Teachers Retirement System 0.10% Add +13.9% 1,496,656 $86.2M
Aew Capital Management L P 4.49% Reduce -4.0% 1,480,168 $85.3M
Russell Investments Group, Ltd. 0.11% Add +7.0% 1,474,447 $84.9M
Citigroup Inc. 0.06% Reduce -4.3% 1,451,352 $83.6M
Stifel Financial Corp. 0.07% Add +6.1% 1,252,635 $72.2M
Abn Amro Investment Solutions 1.42% Reduce -2.9% 1,231,374 $70.9M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +40.2% 1,206,025 $69.5M
First Trust Advisors LP 0.06% Add +402.3% 1,200,389 $69.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +55.4% 1,184,624 $68.2M
Macquarie Group Ltd. 0.08% Reduce -0.3% 1,166,862 $67.2M
Truist Financial Corp. 0.10% Add +11.1% 1,154,612 $66.5M
Adelante Capital Management LLC 4.59% Add +25.6% 1,081,406 $62.3M
Cetera Investment Advisers 0.10% Add +0.1% 1,019,970 $58.8M
Prudential Financial Inc. 0.07% Add +31.6% 998,395 $57.5M
Allianz Asset Management GmbH 0.08% Reduce -1.6% 986,991 $56.9M
Jones Financial Companies LLLP 0.04% Add +29.7% 983,746 $56.1M
Citadel Advisors 0.05% Reduce -14.4% 940,284 $54.2M
Vest Financial, LLC 0.75% Reduce -8.8% 920,171 $53.0M
Canada Pension Plan Investment Board 0.04% Reduce -28.6% 871,501 $50.2M
State Board of Administration of Florida Retirement System 0.09% Add +1.9% 838,216 $48.3M
Adage Capital Partners Gp, L.L.C. 0.08% Add +3.5% 827,100 $47.6M
Bank of Montreal 0.02% Reduce -8.5% 816,224 $47.0M
Epoch Investment Partners, Inc. 0.24% Reduce -5.0% 808,443 $46.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +21.5% 765,436 $44.1M
New York State Teachers Retirement System 0.09% Add +6.2% 757,686 $43.6M
Susquehanna Portfolio Strategies, LLC 0.95% New 751,712 $43.3M
Rockefeller Capital Management L.P. 0.09% Add +4.8% 707,574 $41.6M
Retirement Systems of Alabama 0.15% Add +2.3% 707,806 $40.8M
Aviva PLC 0.08% Add +1902.5% 666,510 $38.4M
Commonwealth Equity Services, LLC 0.05% Reduce -2.0% 662,238 $38.2M
AXA S.A. 0.11% Add +0.8% 651,073 $37.5M
Heitman Real Estate Securities LLC 2.41% Reduce -7.7% 590,097 $34.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -0.8% 579,999 $33.4M
Cambridge Investment Research Advisors, Inc. 0.10% Add +2.7% 565,128 $32.6M
Korea Investment CORP 0.07% Reduce -9.1% 564,878 $32.5M
Resona Asset Management Co.,Ltd. 0.16% Reduce -3.0% 568,866 $32.5M
Private Management Group Inc. 1.05% Add +4.8% 560,522 $32.3M
AQR Capital Management 0.03% Add +106.1% 554,962 $31.7M
Franklin Resources Inc. 0.01% Reduce -19.1% 546,142 $31.5M
Capital Advisors Inc. 0.56% Add +1.2% 540,747 $31.2M
Toronto Dominion Bank 0.07% Add +27.4% 539,343 $31.1M
State of Alaska, Department of Revenue 0.33% Add +1.8% 538,537 $31.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +5.6% 510,840 $29.4M
DekaBank Deutsche Girozentrale 0.05% Add +0.8% 513,413 $29.4M
State of Wisconsin Investment Board 0.07% Reduce -3.0% 499,729 $28.8M
Handelsbanken Fonder AB 0.10% Add +2.6% 488,690 $28.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% Add +2.5% 477,682 $27.5M
Chevy Chase Trust Holdings, LLC 0.08% Add +3.9% 477,303 $27.5M
New York State Common Retirement Fund 0.04% Add +2.6% 474,003 $27.3M
Osaic Holdings, Inc. 0.05% Add +15.6% 464,621 $26.8M
Danske Bank A/S 0.07% Add +6.4% 461,548 $26.6M
Van Lanschot Kempen Investment Management N.V. 0.25% Add +39.2% 459,732 $26.5M
Neuberger Berman Group LLC 0.02% Add +130.8% 454,019 $26.1M
Natixis Advisors, LLC 0.04% Reduce -5.4% 447,348 $25.8M
Van Eck Associates Corp. 0.03% Add +4.3% 446,603 $25.7M
Employees Retirement System of Texas 0.25% New 446,183 $25.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +0.7% 435,301 $25.1M
TD Asset Management Inc 0.02% Add +3.3% 425,226 $24.5M
STRS Ohio 0.09% Reduce -10.5% 417,287 $24.0M
Treasurer of the State of North Carolina 0.08% Add +4.6% 417,202 $24.0M
Waters Parkerson & Co., LLC 1.20% Add +2.8% 415,967 $24.0M
Victory Capital Management Inc. 0.02% Add +3.6% 410,974 $23.7M
Storebrand Asset Management As 0.07% Add +6.2% 406,737 $23.4M
National Bank of Canada 0.03% Reduce -39.4% 404,761 $23.3M
Pictet Asset Management Holding SA 0.02% Reduce -7.7% 404,300 $23.3M
Royal London Asset Management Ltd. 0.05% Add +0.5% 402,215 $23.1M
CIBC Asset Management Inc 0.07% Add +11.2% 392,449 $22.6M
HighTower Advisors, LLC 0.03% Add +2.8% 369,501 $21.3M
Cibc World Markets Corp. 0.13% Add +1.0% 353,602 $20.4M
Callodine Capital Management, LP 2.00% Add +26.4% 335,000 $19.3M
KLP Kapitalforvaltning As 0.08% Add +6.1% 330,808 $19.1M
Cibc World Market Inc. 0.04% Add +14.1% 330,610 $19.0M
UniSuper Management Pty Ltd 0.13% Add +1.8% 324,133 $18.7M
Nisa Investment Advisors, LLC 0.08% Reduce -8.7% 323,486 $18.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -9.2% 322,737 $18.6M
Mariner, LLC 0.03% Add +58.4% 321,129 $18.5M
Mizuho Markets Americas LLC 0.60% Add +1293.2% 316,180 $18.2M
Meiji Yasuda Asset Management Co Ltd. 0.90% Reduce -8.0% 316,051 $18.2M
Allworth Financial LP 0.09% Add +12.4% 315,266 $18.2M
Sound Income Strategies, LLC 1.04% Add +6.5% 314,484 $18.1M
IFM Investors Pty Ltd 0.17% Reduce -5.7% 310,369 $17.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +6.0% 307,919 $17.7M
State of Tennessee, Department of Treasury 0.06% Add +39.9% 302,871 $17.4M
Millennium Management 0.02% Add +562.5% 294,346 $17.0M
Creative Planning 0.01% Add +4.2% 292,350 $16.8M
Calamos Advisors LLC 0.10% No change 288,117 $16.6M
Huntington National Bank 0.14% Add +10.9% 281,182 $16.2M
Schonfeld Strategic Advisors LLC 0.12% Add +459.1% 277,145 $16.0M
State of New Jersey Common Pension Fund D 0.06% No change 276,641 $15.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +2.1% 274,770 $15.8M
Bradley Foster & Sargent Inc. 0.25% Reduce -5.9% 273,582 $15.8M
Yousif Capital Management, LLC 0.17% Reduce -1.2% 269,726 $15.5M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -3.4% 269,064 $15.5M
Trust Co. of Vermont 0.71% Add +2.7% 262,700 $15.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +78.7% 261,315 $15.1M
Arizona State Retirement System 0.09% Add +1.5% 260,702 $15.0M
Steward Partners Investment Advisory, LLC 0.12% Add +6.5% 259,664 $15.0M
State of Michigan Retirement System 0.08% Add +8.6% 257,948 $14.9M
MetLife Investment Management, LLC 0.09% Add +1.3% 255,557 $14.7M
D.A. Davidson & Co. 0.10% Add +0.3% 252,991 $14.6M
Voya Investment Management LLC 0.02% Reduce -0.4% 249,370 $14.4M
Nissay Asset Management Corp. /Japan 0.08% Add +5.9% 248,675 $14.3M
Caisse de depot et placement du Quebec 0.03% Reduce -45.3% 248,600 $14.3M
Wealthfront Advisers LLC 0.04% Add +13.1% 247,482 $14.3M
Susquehanna International Group, LLP 0.02% Add +74.9% 243,155 $14.0M
MAI Capital Management 0.09% Add +7.1% 236,901 $13.6M
Renaissance Technologies 0.02% New 236,144 $13.6M
Benjamin Edwards Inc. 0.17% Add +3.5% 235,457 $13.6M
Tiaa Trust, National Association 0.04% Add +16.1% 233,722 $13.5M
Becker Capital Management Inc. 0.41% Reduce -2.2% 231,068 $13.3M
Worldquant Millennium Advisors LLC 0.06% Add +294.6% 226,635 $13.1M
Anchor Capital Advisors LLC 0.38% Reduce -0.8% 224,289 $12.9M
Brookstone Capital Management 0.17% Add +2.6% 222,869 $12.8M
Czech National Bank 0.10% Add +9.8% 220,744 $12.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.5% 220,414 $12.7M
New Age Alpha Advisors, LLC 0.55% Reduce -6.2% 217,957 $12.6M
Sanctuary Advisors, LLC 0.08% Add +0.0% 217,445 $12.5M
OMERS ADMINISTRATION Corp 0.10% No change 210,569 $12.1M
Wellington Management Group LLP 0.00% Add +2.4% 209,655 $12.1M
Varma Mutual Pension Insurance Co 0.09% Add +7.1% 207,918 $12.0M
KBC Group NV 0.03% Add +26.1% 202,410 $11.7M
Thrivent Financial for Lutherans 0.03% Add +30.4% 202,906 $11.6M
KCM Investment Advisors LLC 0.39% Reduce -0.6% 200,811 $11.6M
Forsta Ap-Fonden 0.07% Add +0.1% 194,000 $11.2M
Squarepoint Ops LLC 0.02% Reduce -47.1% 193,727 $11.2M
Gilman Hill Asset Management, LLC 1.80% Add +4.6% 191,320 $11.0M
First Financial Bankshares Inc 0.25% Add +0.7% 191,028 $11.0M
FIL Ltd 0.01% Reduce -8.3% 189,753 $10.9M
Duff & Phelps Investment Management Co. 0.13% Reduce -58.1% 188,746 $10.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +6.0% 186,253 $10.7M
Public Sector Pension Investment Board 0.05% Reduce -20.6% 185,836 $10.7M
Metis Global Partners, LLC 0.27% Add +24.9% 182,204 $10.5M
Edgemoor Investment Advisors, Inc. 0.91% Add +2.0% 180,996 $10.4M
Parallel Advisors, LLC 0.21% Add +0.8% 178,337 $10.3M
Capital Investment Advisors, LLC 0.18% Add +7.9% 176,232 $10.2M
Amalgamated Bank 0.08% Add +2.6% 173,906 $10.0M
Teacher Retirement System of Texas 0.04% Add +2.0% 171,964 $9.9M
Skandinaviska Enskilda Banken AB (publ) 0.04% No change 170,388 $9.8M
USS Investment Management Ltd 0.06% No change 165,513 $9.5M
DNB Asset Management AS 0.04% Reduce -44.3% 163,667 $9.4M
Tectonic Advisors LLC 0.54% Add +13.8% 160,945 $9.3M
Geneos Wealth Management Inc. 0.22% Add +104.2% 156,336 $9.0M
LGT Group Foundation 0.11% Add +1.0% 155,887 $9.0M
Kestra Advisory Services, LLC 0.04% Add +0.5% 154,408 $8.9M
BLB&B Advisors, LLC 0.41% Add +13.1% 153,343 $8.8M
Novare Capital Management LLC 0.71% Add +2.3% 152,066 $8.8M
Advisors Management Group Inc. 1.65% Add +29.5% 151,681 $8.7M
Cwm, LLC 0.03% Add +9.6% 150,855 $8.7M
Evergreen Capital Management LLC 0.26% Add +3.6% 150,053 $8.6M
Xponance LLC 0.07% Add +18.3% 149,810 $8.6M
WealthPlan Investment Management, LLC 0.63% Add +7.5% 149,322 $8.6M
Soltis Investment Advisors LLC 0.67% Add +5.2% 148,313 $8.5M
Quantinno Capital Management LP 0.04% Add +25.3% 147,810 $8.5M
Corient Private Wealth LP 0.01% Add +1.1% 146,510 $8.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.8% 145,873 $8.4M
Utah Retirement Systems 0.09% Add +0.3% 144,719 $8.3M
Knights of Columbus Asset Advisors LLC 0.50% Reduce -3.5% 143,092 $8.2M
Community Bank of Raymore 6.08% Reduce -4.2% 142,676 $8.2M
Ensign Peak Advisors, Inc 0.01% Add +1.1% 141,471 $8.2M
Kestra Private Wealth Services, LLC 0.12% Add +12.9% 141,347 $8.1M
Uniplan Investment Counsel, Inc. 0.85% Reduce -2.0% 140,527 $8.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -16.2% 140,314 $8.1M
Zions Bancorporation, National Association 0.43% Add +11.7% 138,898 $8.0M
Janus Henderson Group PLC 0.00% Reduce -92.1% 136,910 $7.9M
Mattern Capital Management, LLC 0.94% Add +1.4% 135,623 $7.8M
Police & Firemen's Retirement System of New Jersey 0.07% Add +7.1% 135,367 $7.8M
NewEdge Advisors, LLC 0.04% Add +5.9% 133,636 $7.7M
Vestcor Inc 0.23% Add +42.4% 132,658 $7.6M
Park National Corp. 0.25% Add +6.8% 132,395 $7.6M
GSI Capital Advisors LLC 4.08% Add +0.3% 132,107 $7.6M
Pensionfund PDN 5.12% No change 131,870 $7.6M
Venture Visionary Partners LLC 0.28% Reduce -8.1% 131,016 $7.5M
World Investment Advisors 0.17% Add +0.6% 130,743 $7.5M
Mackenzie Financial Corp. 0.01% Add +5.4% 129,671 $7.5M
Farmers & Merchants Investments Inc. 0.22% Add +4.9% 129,523 $7.5M
DAVENPORT & Co LLC 0.04% Add +6.6% 129,494 $7.5M
Illinois Municipal Retirement Fund 0.10% Reduce -10.8% 129,316 $7.4M
US Bancorp \de 0.01% Reduce -2.2% 128,685 $7.4M
Windle Wealth, LLC 3.60% Reduce -1.9% 127,968 $7.4M
United Asset Strategies, Inc. 0.63% Add +3.7% 127,794 $7.4M
Captrust Financial Advisors 0.02% Add +8.0% 124,565 $7.2M
MML Investors Services, LLC 0.02% Add +6.5% 123,395 $7.1M
New York Life Investment Management LLC 0.07% Add +4.9% 122,860 $7.1M
M&T Bank Corp 0.02% Add +3.1% 121,928 $7.0M
Skba Capital Management LLC 1.01% Reduce -0.3% 121,706 $7.0M
Foster Victor Wealth Advisors, LLC 0.47% Add +3.9% 121,337 $6.9M
Dupree Financial Group, LLC 2.72% Reduce -18.0% 119,642 $6.9M
Guggenheim Capital LLC 0.06% Add +8.6% 118,992 $6.9M
Swedbank AB 0.01% Reduce -0.3% 118,261 $6.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +15.7% 116,946 $6.7M
Mercer Global Advisors Inc. 0.01% Add +5.0% 116,150 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.6% 115,412 $6.6M
Elo Mutual Pension Insurance Co 0.13% Add +106.5% 114,666 $6.6M
Canal Capital Management, LLC 1.04% Add +3.9% 114,516 $6.6M
Cerity Partners LLC 0.01% Add +17.1% 114,469 $6.6M
Rafferty Asset Management, LLC 0.02% Add +19.9% 114,450 $6.6M
Gotham Asset Management 0.04% Add +33.0% 112,497 $6.5M
J.W. Cole Advisors, Inc. 0.14% Add +3.1% 111,518 $6.4M
Avantax Advisory Services, Inc. 0.04% Reduce -0.9% 111,076 $6.4M
Oppenheimer & Co. Inc. 0.08% Add +5.1% 110,495 $6.4M
Marathon Capital Management 1.62% Reduce -0.8% 109,510 $6.3M
U.S. Capital Wealth Advisors, LLC 0.18% Add +8.6% 109,381 $6.3M
Sterling Capital Management LLC 0.09% Add +10.3% 109,065 $6.3M
Martin Capital Partners, LLC 2.45% Add +243.2% 108,467 $6.2M
Country Club Bank 0.39% Reduce -0.9% 108,778 $6.2M
NorthCoast Asset Management LLC 0.03% Add +23.7% 107,212 $6.2M
Ostrum Asset Management 0.29% Add +44.2% 106,270 $6.1M
Stratos Wealth Partners, LTD. 0.08% Add +7.7% 104,502 $6.0M
Kingsview Wealth Management, LLC 0.10% Add +9.8% 104,233 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -2.6% 103,561 $6.0M
TCV Trust & Wealth Management, Inc. 0.52% Add +0.8% 103,278 $5.9M
Bank of Nova Scotia 0.01% Add +1.6% 102,243 $5.9M
Edgestream Partners, L.P. 0.16% Reduce -18.3% 101,500 $5.8M
SG Americas Securities, LLC 0.03% Add +1147.3% 100,972 $5.8M
Telos Capital Management, Inc. 0.58% Add +0.5% 99,467 $5.7M
Pensionfund Sabic 1.60% Add +2.9% 98,038 $5.6M
Pacer Advisors, Inc. 0.01% Add +41.6% 97,944 $5.6M
NEOS Investment Management LLC 0.07% Add +52.5% 98,193 $5.6M
Woodline Partners LP 0.03% Add +32.1% 97,684 $5.6M
D. E. Shaw & Co. 0.01% Add +8.3% 96,901 $5.6M
Pathway Financial Advisers, LLC 1.77% Add +2.7% 94,492 $5.4M
Cullen Investment Group, LTD. 0.77% Add +18.1% 94,134 $5.4M
Carnegie Investment Counsel 0.11% Add +4.6% 94,030 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 92,747 $5.3M
Norinchukin Bank, The 0.08% Add +9.1% 92,723 $5.3M
OP Asset Management Ltd 0.08% Add +1.3% 92,538 $5.3M
Coldstream Capital Management Inc. 0.09% Reduce -0.6% 91,564 $5.3M
Liberty One Investment Management, LLC 0.52% Add +3.8% 89,424 $5.2M
&partners 0.04% Add +15.0% 88,611 $5.1M
Alpha Omega Wealth Management LLC 0.89% Reduce -0.2% 86,552 $5.0M
Prairiewood Capital, LLC 1.84% Add +5.3% 85,989 $5.0M
Core Alternative Capital 1.35% Reduce -8.4% 85,786 $4.9M
Investor's Fiduciary Advisor Network, LLC 1.82% Add +1.8% 85,196 $4.9M
Swiss Life Asset Management Ltd 0.03% Reduce -25.5% 85,158 $4.9M
Consolidated Portfolio Review Corp 0.67% Reduce -4.4% 84,117 $4.8M
Cresset Asset Management, LLC 0.02% New 83,561 $4.8M
Ethic Inc. 0.09% Reduce -20.7% 84,318 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -15.2% 83,409 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +161.3% 82,965 $4.8M
Dearborn Partners LLC 0.22% Add +2.9% 82,230 $4.7M
O'shaughnessy Asset Management, LLC 0.03% Add +18.0% 81,307 $4.7M
Assetmark, Inc. 0.01% Add +20.6% 80,999 $4.7M
Harrell Investment Partners, LLC 1.18% Add +13.9% 80,991 $4.7M
Level Four Advisory Services, LLC 0.17% Add +1.6% 79,449 $4.6M
Nordea Investment Management AB 0.00% Add +8.7% 79,989 $4.6M
LMG Wealth Partners, LLC 0.93% Add +4.6% 78,789 $4.5M
Oregon Public Employees Retirement Fund 0.08% Add +3.9% 78,080 $4.5M
Mutual Advisors, LLC 0.11% Reduce -1.8% 77,393 $4.5M
Signature Wealth Management Group 1.75% Add +1.1% 77,042 $4.4M
LVM Capital Management Ltd. 0.45% Reduce -0.9% 75,602 $4.4M
Manning & Napier Advisors LLC 0.05% No change 75,000 $4.3M
Butensky & Cohen Financial Security, Inc. 1.26% Add +6.2% 73,241 $4.2M
Meridian Wealth Advisors, LLC 0.66% Reduce -4.0% 72,298 $4.2M
Dakota Wealth Management 0.09% Reduce -2.5% 71,988 $4.1M
Peapack Gladstone Financial Corp. 0.06% Add +2.4% 71,034 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.5% 68,545 $3.9M
Baugh & Associates, LLC 2.05% Reduce -5.8% 73,278 $3.9M
Sit Investment Associates Inc. 0.08% Reduce -1.1% 68,090 $3.9M
Focus Partners Wealth 0.01% Reduce -1.7% 67,512 $3.9M
Beacon Financial Group 0.39% Reduce -6.4% 65,641 $3.8M
Baird Financial Group, Inc. 0.01% Add +0.5% 65,621 $3.8M
Private Advisor Group, LLC 0.02% Add +4.9% 65,084 $3.7M
Synergy Asset Management, LLC 0.43% Reduce -41.5% 64,848 $3.7M
Valley Wealth Managers, Inc. 0.27% Add +1.0% 64,791 $3.7M
Atria Investments, Inc 0.04% Add +13.8% 64,776 $3.7M
First Foundation Advisors 0.14% Reduce -4.5% 64,017 $3.7M
Marco Investment Management LLC 0.30% Add +0.6% 62,751 $3.6M
Mizuho Securities USA LLC 0.08% — 62,407 $3.6M
Kinloch Capital, LLC 1.67% Add +2.1% 62,162 $3.6M
Truvestments Capital LLC 0.71% Add +2.3% 61,865 $3.6M
Agf Management Ltd. 0.02% Add +10.6% 61,580 $3.5M
Bard Financial Services, Inc. 0.42% Reduce -4.8% 61,260 $3.5M
Hamilton Capital Partners Inc. 0.18% Add +11.4% 60,770 $3.5M
WealthPLAN Partners, LLC 0.56% Reduce -31.8% 60,536 $3.5M
Sigma Planning Corp 0.10% Reduce -0.9% 60,377 $3.5M
Exchange Traded Concepts, LLC 0.04% Add +8.5% 59,653 $3.4M
TD Private Client Wealth LLC 0.08% Add +12.1% 59,247 $3.4M
QRG Capital Management, Inc. 0.03% Add +15.3% 58,057 $3.3M
Bfsg, LLC 0.37% Add +2.5% 57,854 $3.3M
CreativeOne Wealth, LLC 0.09% Add +15.8% 57,680 $3.3M
Tidal Investments LLC 0.02% Reduce -11.9% 57,934 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.9% 57,330 $3.3M
Candriam S.C.A. 0.02% Reduce -33.4% 56,898 $3.3M
Verition Fund Management LLC 0.02% Reduce -19.4% 56,720 $3.3M
Gold Investment Management Ltd. 1.23% Reduce -10.0% 56,483 $3.3M
Naviter Wealth, LLC 0.40% Add +3.6% 56,338 $3.2M
Advisors Preferred, LLC 0.53% New 56,093 $3.2M
Kentucky Retirement Systems 0.09% Reduce -6.2% 55,847 $3.2M
Perpetual Ltd 0.04% Reduce -3.4% 55,508 $3.2M
New England Asset Management Inc. 0.52% Add +0.5% 55,425 $3.2M
Highland Capital Management, LLC 0.17% Reduce -0.0% 55,382 $3.2M
Kempner Capital Management Inc. 1.69% No change 54,888 $3.2M
EP Wealth Advisors, LLC 0.02% Add +14.0% 54,763 $3.2M
Presima Securities ULC 0.72% Add +2.2% 54,605 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +11.0% 54,533 $3.1M
Hartford Investment Management Co. 0.10% Add +2.0% 54,470 $3.1M
Southland Equity Partners LLC 0.69% Add +0.2% 54,429 $3.1M
Azimuth Capital Investment Management LLC 0.12% Add +5.3% 54,305 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 54,000 $3.1M
MSH Capital Advisors LLC 0.89% Add +17.3% 53,741 $3.1M
Virginia Wealth Management Group, Inc. 1.86% Add +0.7% 53,209 $3.1M
DoubleLine ETF Adviser LP 0.98% Add +4.6% 53,104 $3.1M
North Star Investment Management Corp. 0.21% Reduce -0.7% 52,403 $3.0M
IFP Advisors, Inc 0.09% Add +411.0% 52,299 $3.0M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.2% 51,848 $3.0M
Shufro Rose & Co. LLC 0.24% Reduce -0.4% 51,250 $3.0M
RFG Advisory, LLC 0.07% Add +6.3% 51,487 $3.0M
ExodusPoint Capital Management, LP 0.04% New 51,343 $3.0M
Slagle Financial, LLC 1.18% Add +1203.9% 50,852 $2.9M
Silver Lake Advisory, LLC 1.24% Add +3.3% 50,665 $2.9M
Fifth Third Bancorp 0.01% Add +5.4% 50,489 $2.9M
Capital Square, LLC 1.53% Reduce -0.0% 50,278 $2.9M
Intact Investment Management Inc. 0.10% Reduce -37.7% 49,700 $2.9M
Global Retirement Partners, LLC 0.07% — 49,631 $2.9M
Brentview Investment Management LLC 1.42% Reduce -1.7% 48,958 $2.8M
Davis Selected Advisers 0.02% New 48,870 $2.8M
Intrua Financial, LLC 0.40% Reduce -1.8% 48,786 $2.8M
Lido Advisors, LLC 0.01% Add +10.9% 48,508 $2.8M
Stonebridge Financial Group, LLC 0.27% Add +2.9% 48,485 $2.8M
Caisse Des Depots Et Consignations 0.12% New 48,457 $2.8M
Symphony Financial, Ltd. Co. 0.36% New 47,786 $2.8M
Tredje AP-fonden 0.02% New 48,057 $2.8M
Louisiana State Employees Retirement System 0.05% Add +1.1% 47,600 $2.7M
First Financial Bank - Trust Division 0.24% Add +15.7% 47,470 $2.7M
Securian Asset Management, Inc. 0.08% Add +2.0% 47,215 $2.7M
HBW Advisory Services LLC 0.34% Add +12.9% 47,186 $2.7M
Commerzbank Aktiengesellschaft 0.06% Add +26.1% 47,069 $2.7M
Mgo One Seven LLC 0.09% Add +1.9% 46,888 $2.7M
Edmp, Inc. 2.29% Reduce -2.4% 46,791 $2.7M
Cohen Investment Advisors LLC 1.41% Add +5.8% 46,710 $2.7M
Capital Investment Advisory Services, LLC 0.22% Add +0.5% 46,624 $2.7M
Rodgers Brothers Inc. 0.34% Add +644.0% 46,500 $2.7M
Hutner Capital Management Inc. 1.18% Add +1.0% 45,140 $2.6M
Gulf International Bank (UK) Ltd 0.09% Reduce -10.3% 44,761 $2.6M
Delta Global Management LP 0.17% Add +0.0% 44,444 $2.6M
Keybank National Association 0.01% Reduce -4.6% 43,468 $2.5M
Maryland State Retirement & Pension System 0.05% Add +6.5% 43,409 $2.5M
Frank, Rimerman Advisors LLC 0.17% Add +18.3% 42,906 $2.5M
Two Sigma Investments, LP 0.00% New 42,899 $2.5M
Resources Management Corp. /CT/ 0.34% Add +0.9% 42,818 $2.5M
First Bank & Trust 0.44% Add +23.6% 42,802 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +86.3% 42,769 $2.5M
Adams Asset Advisors, LLC 0.35% Add +58.7% 42,323 $2.4M
Berry Wealth Group, LP 1.70% Reduce -2.2% 42,289 $2.4M
Florida Trust Wealth Management Co 0.07% Reduce -4.1% 41,035 $2.4M
New Mexico Educational Retirement Board 0.08% No change 40,900 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Add +2.2% 40,498 $2.3M
Measured Risk Portfolios, Inc. 2.62% Reduce -0.4% 40,600 $2.3M
Goepper Burkhardt LLC 0.85% Add +10.7% 40,075 $2.3M
Perkins Coie Trust Co 0.39% Reduce -1.9% 40,033 $2.3M
Integrated Wealth Concepts LLC 0.02% Reduce -4.7% 39,779 $2.3M
OMC Financial Services LTD 0.93% Reduce -0.6% 39,711 $2.3M
Independent Financial Group, LLC 0.06% Add +20.0% 39,436 $2.3M
Arkadios Wealth Advisors 0.07% Reduce -4.8% 39,330 $2.3M
Verdence Capital Advisors LLC 0.15% Add +70.7% 38,929 $2.2M
AG2R La Mondiale Gestion D'actifs 0.12% Add +9.0% 38,871 $2.2M
Burns Matteson Capital Management, LLC 1.08% Add +0.3% 43,545 $2.2M
Belpointe Asset Management LLC 0.09% Add +5.2% 38,755 $2.2M
Stonebrook Private Inc. 0.52% Add +3.9% 38,538 $2.2M
Wealthspire Advisors, LLC 0.01% Add +5.2% 37,940 $2.2M
LongView Wealth Management 0.66% Add +3.5% 37,876 $2.2M
Alliance Wealth Advisors, LLC 0.52% Add +2.2% 37,742 $2.2M
Asset Planning,Inc 1.63% Add +1.1% 37,576 $2.2M
Colonial Trust Advisors 0.18% Add +1.2% 37,532 $2.2M
GeoWealth Management, LLC 0.08% Add +23.7% 36,966 $2.1M
Brown Miller Wealth Management, LLC 0.66% Add +5.8% 37,067 $2.1M
Merit Financial Group, LLC 0.02% Add +64.0% 36,504 $2.1M
Blackhawk Capital Partners, LLC 0.97% Add +1.9% 36,496 $2.1M
Equitable Holdings, Inc. 0.02% Add +15.0% 36,331 $2.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% Add +18.2% 35,918 $2.1M
Ignite Planners, LLC 0.36% Reduce -1.6% 36,579 $2.1M
XTX Topco Ltd 0.09% Reduce -31.5% 35,840 $2.1M
Security National Bank of Sioux City Iowa 1.45% Add +0.2% 35,815 $2.1M
Fulton Bank, N.A. 0.08% Add +16.0% 35,800 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% Add +22.6% 35,625 $2.1M
Sagespring Wealth Partners, LLC 0.04% Add +8.8% 35,510 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.6% 34,767 $2.0M
UMB Bank, n.a. 0.03% Reduce -25.1% 34,374 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +33.7% 33,955 $2.0M
Waverly Advisors, LLC 0.02% Add +20.2% 33,923 $2.0M
JBR Co Financial Management Inc 0.96% Add +43.2% 33,745 $1.9M
Coppell Advisory Solutions LLC 0.23% Reduce -0.2% 33,919 $1.9M
Harvest Portfolios Group Inc. 0.04% Add +17.3% 33,544 $1.9M
Peterson Wealth Services 0.53% Add +3.4% 33,489 $1.9M
ICW Investment Advisors LLC 0.76% Add +2.0% 33,417 $1.9M
Parsons Capital Management Inc. 0.12% Reduce -0.9% 33,222 $1.9M
Mystic Asset Management, Inc. 0.46% Add +3.3% 32,957 $1.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -75.5% 32,550 $1.9M
Gladstone Institutional Advisory LLC 0.08% Reduce -6.7% 32,459 $1.9M
Richard Bernstein Advisors LLC 0.05% No change 32,408 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +45.4% 32,375 $1.9M
Prosperity Consulting Group, LLC 0.14% Reduce -3.9% 32,182 $1.9M
Sowell Financial Services LLC 0.08% Add +2.5% 32,108 $1.8M
Summit Financial, LLC 0.04% Reduce -4.7% 31,914 $1.8M
Machina Capital S.A.S. 0.38% Add +28.4% 31,884 $1.8M
Vanderbilt University 0.34% Reduce -17.2% 31,715 $1.8M
Wedbush Securities Inc. 0.06% Add +38.6% 31,428 $1.8M
Redwood Investment Management, LLC 0.19% Reduce -7.8% 31,212 $1.8M
Signaturefd, LLC 0.03% Add +6.8% 31,189 $1.8M
Altman Advisors, Inc. 0.73% Add +2.6% 31,075 $1.8M
Inspire Trust Co, N.A. 0.37% Add +10.7% 31,000 $1.8M
WealthShield Partners, LLC 0.22% Add +4.9% 30,958 $1.8M
Asset Planning Corporation 0.95% Reduce -1.0% 30,844 $1.8M
Schnieders Capital Management LLC 0.31% Reduce -2.2% 30,722 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -21.0% 30,286 $1.7M
Spirit of America Management Corp. 0.36% Add +3.8% 30,133 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.65% Reduce -0.8% 29,871 $1.7M
Essex Financial Services, Inc. 0.11% Add +1.1% 29,831 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +795.8% 29,670 $1.7M
IHT Wealth Management, LLC 0.05% Reduce -5.6% 29,631 $1.7M
Bowman & Co S.C. 0.76% Add +3.9% 29,502 $1.7M
Quadrant Capital Group LLC 0.06% Add +1.5% 29,356 $1.7M
Texas Yale Capital Corp. 0.06% Reduce -3.9% 29,304 $1.7M
Stanley-Laman Group, Ltd. 0.25% Add +60.3% 29,303 $1.7M
Ossiam 0.02% Add +12.3% 29,255 $1.7M
ZWJ Investment Counsel Inc. 0.06% Add +0.9% 29,054 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.5% 28,845 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +3.5% 28,808 $1.7M
Nicholson Wealth Management Group, LLC 1.02% Add +0.8% 28,752 $1.7M
Donald L. Hagan, LLC 0.82% Reduce -1.5% 28,576 $1.6M
IFG Advisory, LLC 0.08% Add +10.5% 28,463 $1.6M
Choreo, LLC 0.02% Add +7.1% 28,423 $1.6M
Wealth Alliance, LLC 0.18% Add +2.9% 28,279 $1.6M
Gateway Investment Advisers LLC 0.02% Reduce -18.1% 28,169 $1.6M
Kesler, Norman & Wride, LLC 0.29% Add +6.7% 28,039 $1.6M
Penserra Capital Management LLC 0.02% Reduce -36.7% 27,995 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +6.7% 27,224 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +63.1% 27,195 $1.6M
Confluence Wealth Services, Inc. 0.09% New 27,077 $1.6M
Raleigh Capital Management Inc. 0.65% Add +15.4% 27,053 $1.6M
Castle Rock Wealth Management, LLC 0.36% Add +0.7% 27,421 $1.6M
PFG Investments, LLC 0.09% Reduce -13.3% 26,918 $1.6M
Colonial Trust Co / SC 0.23% Add +5.6% 26,871 $1.5M
Principal Securities, Inc. 0.03% Add +8.7% 26,735 $1.5M
Robeco Institutional Asset Management B.V. 0.00% Add +7.0% 26,619 $1.5M
Jamison Private Wealth Management, Inc. 0.22% Reduce -4.1% 26,600 $1.5M
Jaffetilchin Investment Partners, LLC 0.10% Reduce -2.6% 26,258 $1.5M
Loudon Investment Management, LLC 0.83% Add +0.0% 26,170 $1.5M
GAMCO Investors 0.01% No change 26,165 $1.5M
Cornerstone Advisors, LLC 0.05% No change 26,100 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +2.1% 25,861 $1.5M
Security National Bank of So Dak 0.81% Reduce -0.5% 25,843 $1.5M
Black Swift Group, LLC 0.30% Add +46.8% 25,830 $1.5M
Clearstead Advisors, LLC 0.02% Add +1.8% 25,465 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +30.8% 25,437 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -24.5% 25,352 $1.5M
Investment Advisory Group, LLC 0.44% Reduce -1.1% 25,230 $1.5M
Moors & Cabot, Inc. 0.07% Reduce -0.8% 25,030 $1.4M
Intech Investment Management LLC 0.01% Reduce -2.7% 24,721 $1.4M
Advisory Services Network, LLC 0.02% Reduce -11.6% 25,262 $1.4M
Magnolia Capital Advisors LLC 0.36% Add +0.6% 24,590 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -18.5% 24,496 $1.4M
Prosperity Planning, Inc. 0.56% Add +19.7% 24,266 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -15.2% 24,216 $1.4M
Schaper Benz & Wise Investment Counsel Inc. 0.11% Add +2.5% 23,980 $1.4M
Andrew Hill Investment Advisors, Inc. 1.11% Reduce -2.0% 23,955 $1.4M
Bleakley Financial Group, LLC 0.04% Add +13.7% 23,921 $1.4M
Ieq Capital, LLC 0.01% Reduce -37.4% 23,866 $1.4M
Linden Thomas Advisory Services, LLC 0.15% Add +4.4% 23,848 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -6.5% 23,703 $1.4M
Harbour Investments, Inc. 0.03% Add +110.1% 23,340 $1.3M
Concurrent Investment Advisors, LLC 0.03% Reduce -13.2% 23,073 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +13.1% 23,011 $1.3M
Point Windward Advisors Inc. 0.60% Reduce -14.8% 22,900 $1.3M
Tower Research Capital LLC (TRC) 0.04% Reduce -27.7% 22,831 $1.3M
Ascentis Independent Advisors 0.24% Add +50.6% 22,672 $1.3M
Benedict Financial Advisors Inc. 0.29% Add +3.0% 22,515 $1.3M
Trust Investment Advisors 0.79% Reduce -1.4% 22,454 $1.3M
HB Wealth Management, LLC 0.01% Add +4.1% 22,440 $1.3M
Hilltop Holdings Inc. 0.08% Reduce -3.5% 22,331 $1.3M
Glenmede Investment Management, LP 0.01% — 22,276 $1.3M
Abundance Wealth Counselors 0.24% Add +32.4% 22,044 $1.3M
Applied Capital LLC 0.94% Add +0.3% 22,016 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% No change 21,979 $1.3M
Investment Management Corp of Ontario 0.02% Reduce -11.7% 21,840 $1.3M
Park Avenue Securities LLC 0.01% New 21,834 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -6.2% 21,775 $1.3M
Foresight Capital Management Advisors, Inc. 0.73% Add +2.5% 21,723 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Add +104.3% 21,502 $1.2M
Founders Financial Securities LLC 0.09% Reduce -1.2% 21,492 $1.2M
Empowered Funds, LLC 0.01% Add +16.4% 20,980 $1.2M
V-Square Quantitative Management LLC 0.16% Add +0.6% 20,843 $1.2M
Investors Research Corp 0.23% No change 20,619 $1.2M
Hancock Whitney Corp. 0.02% New 20,587 $1.2M
Prudential PLC 0.01% Add +45.8% 20,556 $1.2M
Meiji Yasuda Life Insurance Co 0.03% Reduce -12.5% 20,332 $1.2M
Convergence Financial, LLC 0.20% Add +6.8% 20,211 $1.2M
Centaurus Financial, Inc. 0.07% Reduce -0.2% 20,193 $1.2M
Vident Advisory, LLC 0.01% Reduce -6.6% 20,093 $1.2M
Mufg Securities Americas Inc. 0.10% Add +29.2% 20,015 $1.2M
Bay Rivers Group 0.52% Reduce -10.6% 19,829 $1.1M
Versor Investments LP 0.20% Reduce -44.6% 19,818 $1.1M
NorthRock Partners, LLC 0.03% Add +22.2% 19,758 $1.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.42% No change 19,670 $1.1M
Broadwater Capital Management LLC 0.88% Add +5617.3% 1,130,884 $1.1M
Naples Global Advisors, LLC 0.10% Add +0.4% 19,543 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -31.0% 19,361 $1.1M
Modern Wealth Management, LLC 0.03% Add +19.7% 19,282 $1.1M
Savant Capital, LLC 0.01% Add +15.7% 19,240 $1.1M
Pasadena Private Wealth, LLC 0.19% Add +53.0% 18,758 $1.1M
Blair William & Co. 0.00% Reduce -1.9% 18,563 $1.1M
Van Hulzen Asset Management, LLC 0.09% Add +20.4% 18,460 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -9.0% 18,364 $1.1M
Money Concepts Capital Corp. 0.07% Add +5.0% 18,284 $1.1M
Independent Advisor Alliance 0.03% Reduce -9.4% 18,058 $1.0M
Callan Family Office, LLC 0.03% New 18,057 $1.0M
Fairtree Asset Management (Pty) Ltd 0.78% No change 18,018 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -0.3% 17,892 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +8.2% 17,785 $1.0M
HighPoint Advisor Group LLC 0.05% Add +0.6% 17,690 $1.0M
AE Wealth Management LLC 0.01% Add +21.1% 17,647 $1.0M
Farringdon Capital, Ltd. 0.34% New 17,622 $1.0M
Commerce Bank 0.01% Reduce -4.0% 17,597 $1.0M
N.E.W. Advisory Services LLC 0.10% Add +12.9% 17,504 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -1.2% 17,503 $1.0M
Farther Finance Advisors, LLC 0.02% Reduce -3.7% 17,480 $1.0M
Blue Trust, Inc. 0.01% Add +2.2% 17,194 $990K
Allen Capital Group, LLC 0.10% Add +3.8% 17,156 $988K
Nwam LLC 0.06% Reduce -1.6% 17,541 $987K
Avior Wealth Management, LLC 0.03% Add +0.3% 17,107 $986K
Diligent Investors, LLC 0.23% Reduce -2.3% 17,027 $981K
LRI Investments, LLC 0.08% Reduce -1.3% 17,013 $980K
Teamwork Financial Advisors, LLC 0.12% Reduce -2.4% 16,990 $979K
Samalin Investment Counsel, LLC 0.38% Reduce -5.2% 16,966 $977K
Inspire Advisors, LLC 0.10% Add +78.7% 16,840 $970K
RDA Financial Network 0.26% Reduce -4.2% 16,770 $966K
Siemens Fonds Invest GmbH 0.06% Add +17.6% 16,762 $966K
Hager Investment Management Services, LLC 0.58% Add +25.9% 16,756 $965K
Keudell/Morrison Wealth Management 0.21% Add +8.1% 16,752 $965K
Channel Wealth LLC 0.27% Add +21.6% 16,688 $961K
CW Advisors, LLC 0.01% Reduce -2.7% 16,636 $959K
Sage Investment Counsel LLC 1.11% Reduce -0.3% 16,637 $958K
RB Capital Management, LLC 0.23% Add +1.1% 16,596 $956K
Chiron Capital Management, LLC 0.83% Reduce -2.9% 16,549 $953K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 16,496 $950K
AIA Group Ltd 0.02% Reduce -16.4% 16,288 $938K
Cascade Financial Partners, LLC 0.11% Add +17.7% 16,169 $932K
Fourpath Capital Management, LLC 0.15% Add +8.2% 16,039 $924K
Ausdal Financial Partners, Inc. 0.06% Reduce -4.6% 15,973 $920K
Retirement Planning Co of New England, Inc. 0.41% Reduce -1.8% 15,873 $914K
Stephens Inc. 0.01% Add +1.4% 15,849 $913K
SteelPeak Wealth, LLC 0.04% New 15,772 $909K
GF Fund Management Co. LTD. 0.02% Reduce -5.1% 15,730 $906K
Bison Wealth, LLC 0.07% Add +23.1% 15,830 $905K
Roehl & Yi Investment Advisors, LLC 0.46% No change 15,695 $904K
Ballentine Partners, LLC 0.01% Add +19.3% 15,550 $896K
Armstrong, Fleming & Moore, Inc 0.49% New 15,546 $896K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +14.9% 15,457 $890K
HBK Sorce Advisory LLC 0.02% Add +11.1% 15,383 $886K
SVB Wealth LLC 0.05% New 15,231 $877K
Prevail Innovative Wealth Advisors, LLC 0.19% Add +24.6% 15,051 $867K
Kornitzer Capital Management Inc. 0.02% New 15,040 $866K
Compass Ion Advisors, LLC 0.09% Reduce -1.4% 15,036 $866K
First National Trust Co 0.03% Reduce -0.4% 14,959 $862K
Fifth Third Wealth Advisors LLC 0.04% Reduce -3.5% 14,914 $859K
Infrastructure Capital Advisors, LLC 0.14% Add +3.2% 14,947 $857K
LM Advisors LLC 0.11% Add +25.1% 14,864 $856K
Prospera Financial Services Inc 0.02% Reduce -34.6% 14,817 $854K
Prime Capital Investment Advisors, LLC 0.01% Reduce -24.0% 14,807 $853K
Alpha Cubed Investments, LLC 0.03% Reduce -9.8% 14,794 $852K
TFG Advisers LLC 0.29% Add +1.5% 14,664 $845K
Denver Wealth Management, Inc. 0.35% Add +2.0% 14,521 $837K
Harbor Investment Advisory, LLC 0.07% No change 14,466 $833K
New Insight Wealth Advisors 0.34% Add +60.3% 14,389 $829K
Perennial Investment Advisors, LLC 0.08% Reduce -18.3% 14,325 $825K
Horizon Investments, LLC 0.01% Add +9.8% 14,420 $823K
Clifford Swan Investment Counsel LLC 0.03% Add +0.0% 14,266 $822K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.52% Reduce -29.7% 14,247 $821K
Checchi Capital Advisers, LLC 0.06% Add +1.8% 14,247 $821K
Chicago Partners Investment Group LLC 0.02% Add +9.6% 14,096 $816K
Perigon Wealth Management, LLC 0.02% Reduce -1.3% 14,115 $813K
GAMMA Investing LLC 0.05% Add +14.9% 14,001 $807K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% No change 13,965 $805K
Goldstone Financial Group, LLC 0.11% Add +272.0% 13,893 $801K
Brevan Howard Capital Management LP 0.01% Reduce -49.5% 13,828 $797K
Duncker Streett & Co. Inc. 0.15% Add +14.3% 13,804 $795K
Meeder Advisory Services, Inc. 0.04% Add +25.0% 13,745 $792K
Verus Capital Partners, LLC 0.07% Add +16.8% 13,671 $788K
Sunbelt Securities, Inc. 0.07% Add +46.4% 14,662 $783K
Moseley Investment Management Inc. 0.27% Add +1.3% 13,565 $781K
TCW Group Inc. 0.01% Add +4.6% 13,508 $778K
Jeppson Wealth Management, LLC 0.27% Add +16.2% 13,455 $775K
Pacifica Partners Inc. 0.31% Add +2.2% 13,563 $773K
Focus Financial Network, Inc. 0.03% Add +25.9% 13,423 $773K
PFW Advisors LLC 0.23% Reduce -2.6% 13,242 $763K
Silver Oak Securities, Incorporated 0.06% Add +3.7% 13,183 $759K
Patron Partners, LLC 0.37% Add +6.3% 13,091 $754K
Global X Japan Co., Ltd. 0.08% Reduce -2.6% 13,061 $752K
Sterling Financial Planning, Inc. 0.25% Add +0.1% 12,775 $736K
Prestige Wealth Management Group LLC 0.15% Reduce -2.1% 12,733 $734K
Erste Asset Management GmbH 0.01% Add +0.0% 12,710 $725K
Nations Financial Group Inc, /Ia/ 0.05% Add +14.8% 12,476 $719K
GC Wealth Management RIA, LLC 0.06% Add +57.2% 12,359 $712K
Icon Wealth Advisors, LLC 0.05% Reduce -43.7% 12,257 $706K
Turning Point Benefit Group, Inc. 0.53% Add +9.4% 12,102 $697K
Mitchell McLeod Pugh & Williams Inc. 0.13% No change 12,027 $693K
Generali Asset Management SPA SGR 0.02% No change 12,009 $692K
Raiffeisen Bank International AG 0.01% Reduce -4.3% 12,107 $691K
Summit Global Investments 0.04% Reduce -1.0% 11,979 $690K
Demars Financial Group, LLC 0.26% Add +5.6% 11,879 $684K
Romano Brothers and Company 0.08% Add +6.7% 11,868 $684K
Beaumont Asset Management, L.L.C. 0.37% Add +47.5% 11,864 $683K
Greenleaf Trust 0.01% Add +6.8% 11,855 $683K
William Allan Corp 0.39% Add +4.3% 11,630 $670K
Abel Hall, LLC 0.31% Add +72.6% 11,592 $668K
Brown Advisory Inc. 0.00% Add +2.4% 11,586 $667K
American National Bank & Trust 0.07% Add +2418.3% 11,559 $666K
Cornercap Investment Counsel Inc. 0.35% Reduce -2.3% 11,503 $663K
Kingswood Wealth Advisors, LLC 0.05% Add +0.0% 11,485 $662K
Portside Wealth Group, LLC 0.10% Reduce -5.6% 11,354 $654K
Segall Bryant & Hamill, LLC 0.01% Reduce -14.8% 11,333 $653K
San Luis Wealth Advisors LLC 0.14% Reduce -5.0% 11,231 $647K
Foundations Investment Advisors, LLC 0.01% Add +20.7% 11,230 $647K
Manske Wealth Management 0.21% Reduce -0.6% 11,129 $641K
Magnolia Capital Management Ltd. 0.51% No change 11,025 $635K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -14.8% 11,004 $634K
SlateStone Wealth, LLC 0.06% No change 10,985 $633K
Lanark Financial, Inc. 0.05% Reduce -19.2% 10,913 $628K
Crane Advisory, LLC 0.10% Add +4.0% 10,965 $627K
Strategic Blueprint, LLC 0.03% New 10,808 $623K
Vise Technologies, Inc. 0.03% — 10,800 $622K
Saxon Interests, Inc. 0.29% No change 10,705 $621K
Praxis Investment Management Inc. 0.04% Add +10.4% 10,720 $618K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.5% 10,708 $617K
Nicholas Wealth, LLC. 0.54% Add +18.5% 10,686 $616K
Profund Advisors LLC 0.02% Reduce -6.8% 10,662 $614K
Kentucky Trust Co 0.35% Add +17.5% 10,615 $612K
Oak Hill Wealth Advisors, LLC 0.13% Add +2.9% 10,550 $607K
Powers Advisory Group, LLC 0.27% Add +1.3% 10,520 $606K
Summa Corp. 0.31% Reduce -6.7% 10,500 $605K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -63.8% 10,494 $605K
Private Trust Co. NA 0.06% Add +1.0% 10,464 $603K
Tarbox Family Office, Inc. 0.09% Reduce -5.0% 10,445 $602K
Keyes, Stange & Wooten Wealth Management, LLC 0.31% Add +1.1% 10,428 $601K
Harbour Trust & Investment Management Co 0.07% Add +0.3% 10,407 $600K
HHM Wealth Advisors, LLC 0.07% Reduce -2.6% 10,382 $598K
Canada Post Corp Registered Pension Plan 0.03% New 10,321 $595K
Townsquare Capital LLC 0.06% Reduce -90.0% 10,320 $595K
Aptus Capital Advisors, LLC 0.01% Add +17.7% 10,180 $586K
Glen Eagle Advisors, LLC 0.09% Reduce -9.7% 10,046 $579K
Westpac Banking Corp. 0.04% Reduce -15.8% 10,014 $577K
Family Legacy, Inc. 0.19% Reduce -0.1% 9,981 $575K
Associated Banc-Corp 0.02% Reduce -2.7% 9,975 $575K
Intrust Bank NA 0.05% Add +8.0% 9,952 $573K
My Legacy Advisors, LLC 0.20% Reduce -8.4% 10,046 $572K
Keystone Financial Group 0.05% Add +13.4% 9,914 $571K
Principle Wealth Partners LLC 0.04% Add +0.4% 9,881 $569K
FLC Capital Advisors 0.12% Add +35.5% 9,814 $565K
Bailard, Inc. 0.01% Reduce -0.2% 9,795 $564K
Wealthspire Retirement, LLC 0.04% Reduce -3.9% 9,769 $563K
First Affirmative Financial Network 0.29% Reduce -5.5% 9,711 $559K
Buckley Wealth Management, LLC 0.17% Reduce -3.1% 9,686 $558K
Baader Bank Aktiengesellschaft 0.05% Add +143.0% 15,606 $555K
Moneta Group Investment Advisors LLC 0.01% Add +1.4% 9,614 $554K
LaSalle St. Investment Advisors, LLC 0.15% Reduce -6.1% 9,445 $544K
Ameritas Advisory Services, LLC 0.03% Reduce -65.3% 9,373 $540K
Gen-Wealth Partners Inc 0.21% Reduce -2.4% 9,256 $533K
Financial Management Network Inc. 0.09% Add +0.9% 9,159 $528K
Griffin Asset Management, Inc. 0.06% Add +34.1% 9,112 $525K
Quad-Cities Investment Group, LLC 0.24% Add +0.7% 9,112 $525K
Fortis Group Advisors, LLC 0.09% Add +869.4% 9,209 $518K
OneDigital Investment Advisors LLC 0.01% Add +6.7% 8,914 $514K
Code Waechter LLC 0.36% Reduce -42.5% 8,820 $508K
Shell Asset Management Co. 0.02% Add +45.9% 8,727 $503K
Cigna Investments Inc. 0.09% Reduce -0.6% 8,703 $501K
Jacobi Capital Management LLC 0.03% Add +12.9% 8,642 $498K
Flputnam Investment Management Co. 0.01% Add +19.3% 8,612 $496K
EverSource Wealth Advisors, LLC 0.02% Add +36.1% 8,505 $490K
Clear Creek Financial Management, LLC 0.05% Add +24.2% 8,457 $487K
GTS Securities LLC 0.02% Add +47.8% 8,454 $487K
Valeo Financial Advisors, LLC 0.01% Add +22.1% 8,384 $483K
Fieldview Capital Management, LLC 0.07% New 8,351 $481K
Sovran Advisors, LLC 0.05% Reduce -12.4% 8,296 $477K
CAP Partners, LLC 0.30% Add +0.9% 8,266 $476K
Beacon Investment Advisors LLC 0.21% Add +0.7% 8,341 $476K
Balyasny Asset Management L.P. 0.00% New 8,221 $474K
Walleye Capital LLC 0.00% Add +124.6% 8,214 $473K
Keynote Financial Services LLC 0.32% Add +13.3% 8,201 $472K
Allstate Corp. 0.03% Reduce -87.4% 8,135 $469K
Arcataur Capital Management LLC 0.15% No change 8,132 $469K
Bessemer Group Inc. 0.00% Reduce -9.9% 8,136 $468K
CWA Asset Management Group, LLC 0.02% Reduce -1.2% 8,121 $468K
Arete Wealth Advisors, LLC 0.03% Add +10.5% 8,115 $467K
WFA of San Diego, LLC 0.34% — 8,097 $466K
Summit Financial Wealth Advisors, LLC 0.08% No change 8,080 $465K
Cary Street Partners Financial LLC 0.01% Add +13.7% 7,975 $459K
American Investment Services, Inc. 0.12% Add +1.2% 7,930 $457K
Focused Wealth Management, Inc 0.06% Reduce -0.5% 7,923 $456K
Prudent Man Advisors, LLC 0.14% Add +1.1% 7,898 $455K
Mather Group, Llc. 0.00% Reduce -4.9% 7,891 $455K
Revisor Wealth Management LLC 0.16% Add +2.3% 7,935 $454K
FourThought Financial Partners, LLC 0.04% Reduce -71.1% 7,875 $454K
Trueblood Wealth Management, LLC 0.19% No change 7,867 $453K
Csenge Advisory Group 0.02% Add +22.0% 7,988 $452K
Sherbrooke Park Advisers LLC 0.20% New 7,851 $452K
Sound View Wealth Advisors Group, LLC 0.03% Add +3.7% 7,785 $448K
CHICAGO TRUST Co NA 0.06% New 7,752 $447K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -3.6% 7,739 $446K
Delta Investment Management, LLC 0.09% Reduce -5.5% 7,730 $445K
SMH Capital Advisors Inc. 1.00% Reduce -0.2% 7,685 $443K
Wolverine Trading, LLC 0.01% New 7,731 $441K
Ascentis Wealth Management, LLC 0.12% Add +6.0% 7,576 $438K
Summit Trail Advisors, LLC 0.01% New 7,586 $437K
Simplicity Wealth,LLC 0.02% New 7,512 $433K
Certuity, LLC 0.04% Add +4.1% 7,467 $430K
XML Financial, LLC 0.04% Add +29.2% 7,429 $428K
Everhart Financial Group, Inc. 0.05% Add +10.3% 7,414 $427K
Insigneo Advisory Services, LLC 0.04% Add +0.9% 7,414 $427K
Larson Financial Group LLC 0.02% Add +35.4% 7,386 $426K
Regions Financial Corp. 0.00% Add +9.2% 7,315 $421K
AlphaCore Capital LLC 0.02% Add +14.9% 7,309 $421K
HUB Investment Partners, LLC 0.01% Reduce -5.4% 7,290 $420K
Regal Investment Advisors LLC 0.03% Reduce -5.9% 7,261 $418K
American Money Management, LLC 0.07% New 7,256 $418K
Ellis Investment Partners, LLC 0.08% Add +11.5% 7,182 $414K
Alteri Wealth LLC 0.16% Add +1.5% 7,181 $414K
Tactive Advisors, LLC 0.13% — 7,147 $412K
ING Groep NV 0.00% New 7,128 $411K
Walker Asset Management, LLC 0.24% Add +16.1% 7,120 $410K
Lederer & Associates Investment Counsel 0.27% New 7,083 $408K
FSB Premier Wealth Management, Inc. 0.15% Add +1.1% 7,070 $407K
MFA Wealth Services 0.31% Add +1.2% 7,061 $407K
CFS Investment Advisory Services, LLC 0.03% Reduce -13.3% 7,006 $404K
Brighton Jones LLC 0.01% Add +18.4% 7,012 $404K
ASR Vermogensbeheer N.V. 0.01% Add +8.8% 6,965 $401K
Golden State Wealth Management, LLC 0.05% Reduce -1.7% 6,934 $399K
Financial Partners Group, Inc 0.05% Reduce -10.7% 6,883 $397K
Sage Private Wealth Group, LLC 0.25% New 6,878 $396K
ETF Store, Inc. 0.46% Add +15.5% 6,868 $396K
Fullcircle Wealth LLC 0.15% Add +0.5% 6,873 $395K
Compound Planning, Inc. 0.01% Reduce -10.0% 6,847 $394K
Integrated Advisors Network LLC 0.02% Add +1.3% 6,827 $393K
Cyndeo Wealth Partners, LLC 0.02% Reduce -2.5% 6,827 $393K
Investmark Advisory Group LLC 0.18% Add +0.7% 6,800 $392K
Elevation Point Wealth Partners, LLC 0.03% Add +11.3% 6,795 $391K
Ingalls & Snyder LLC 0.01% No change 6,763 $390K
TCFG Wealth Management, LLC 0.18% Reduce -0.7% 6,768 $390K
NorthStar Asset Management LLC 0.20% Add +10.9% 6,738 $388K
Center for Financial Planning, Inc. 0.04% Add +9.6% 6,729 $388K
Founders Financial Alliance, LLC 0.09% Reduce -31.3% 6,726 $387K
Citizens National Bank Trust Department 0.08% Reduce -2.9% 6,703 $386K
Pinnacle Associates Ltd. 0.01% Reduce -7.3% 6,680 $385K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +580.5% 6,682 $385K
Wealth Quarterback LLC 0.18% Add +40.1% 6,665 $384K
Seamount Financial Group Inc. 0.20% New 6,599 $380K
First County Bank 0.20% Reduce -0.0% 6,576 $379K
Norden Group LLC 0.04% Add +4.5% 6,535 $377K
Blue Fin Capital, Inc. 0.06% No change 6,531 $376K
Panagora Asset Management Inc. 0.00% Reduce -0.5% 6,531 $376K
DRW Securities, LLC 0.03% New 6,519 $376K
Cherry Creek Investment Advisors, Inc. 0.18% Add +24.6% 6,509 $375K
AllSquare Wealth Management LLC 0.21% No change 6,497 $374K
Tiemann Investment Advisors, LLC 0.15% Reduce -9.6% 6,486 $374K
Graypoint LLC 0.02% Reduce -5.9% 6,432 $371K
Cape Investment Advisory, Inc. 0.13% Reduce -2.8% 6,392 $368K
LMR Partners LLP 0.01% Add +61.2% 6,337 $365K
Cahill Financial Advisors Inc. 0.05% Add +6.6% 6,321 $364K
Excalibur Management Corp. 0.14% Reduce -7.1% 6,301 $363K
Integrated Investment Consultants, LLC 0.07% Reduce -3.9% 6,266 $361K
Stratos Wealth Advisors, LLC 0.02% Reduce -5.1% 6,245 $360K
Cornerstone Wealth Management, LLC 0.02% Add +28.4% 6,214 $358K
Park Place Capital Corp 0.08% Add +11.2% 6,145 $355K
Community Bank & Trust, Waco, Texas 0.08% Add +2.8% 6,169 $355K
Huntleigh Advisors, Inc. 0.07% Add +7.5% 6,142 $354K
Howard Capital Management, LLC 0.01% Add +54.6% 6,127 $353K
MeadowBrook Investment Advisors LLC 0.32% Add +10.9% 6,115 $352K
Tempus Wealth Planning, LLC 0.09% Add +6.1% 6,068 $350K
Procyon Advisors, LLC 0.03% Reduce -9.2% 6,065 $349K
CI Investments Inc. 0.00% Add +5.8% 6,050 $349K
MBM Wealth Consultants, LLC 0.09% New 6,013 $346K
AlphaStar Capital Management, LLC 0.02% New 6,007 $346K
Trace Wealth Advisors, LLC 0.28% No change 6,000 $346K
SkyView Investment Advisors, LLC 0.05% Add +12.3% 6,007 $343K
ICONIQ Capital, LLC 0.01% Add +48.8% 5,925 $341K
Leo Wealth, LLC 0.03% Reduce -0.1% 5,909 $340K
Severin Investments, LLC 0.32% Reduce -51.0% 5,907 $340K
Atticus Wealth Management, LLC 0.09% Add +1036.9% 5,878 $339K
Integrity Alliance, Llc. 0.02% Reduce -19.8% 5,867 $338K
Premier Path Wealth Partners, LLC 0.05% Reduce -11.3% 5,835 $336K
Caldwell Sutter Capital, Inc. 0.15% Reduce -1.7% 5,790 $334K
Stoneridge Investment Partners LLC 0.25% Reduce -72.7% 5,769 $332K
SS&H Financial Advisors, Inc. 0.11% Reduce -2.0% 5,760 $332K
Rexford Capital Inc. 0.28% — 5,759 $332K
Jump Financial, LLC 0.00% Reduce -57.7% 5,753 $331K
Comprehensive Money Management Services LLC 0.25% Reduce -2.5% 5,749 $331K
Kovack Advisors, Inc. 0.03% Add +44.7% 5,746 $331K
Wolverine Asset Management LLC 0.02% No change 5,711 $329K
Hendershot Investments Inc. 0.04% No change 5,675 $327K
Dudley Capital Management, LLC 0.16% Reduce -0.7% 5,662 $326K
Panoramic Investment Advisors, LLC 0.20% Reduce -5.0% 5,634 $325K
Vance Wealth, LLC 0.11% No change 5,626 $324K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -57.8% 5,622 $324K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +4.0% 5,601 $323K
Hoxton Planning & Management, LLC 0.11% Add +3.9% 5,581 $322K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 5,550 $320K
Visionary Wealth Advisors 0.02% Add +9.2% 5,534 $319K
Phillips Wealth Planners LLC 0.29% Reduce -0.0% 5,540 $318K
Cadence Bank 0.02% Reduce -1.1% 5,525 $318K
Pure Financial Advisors, LLC 0.01% Add +3.5% 5,519 $318K
Essex Bank 0.08% Reduce -35.8% 5,519 $318K
Cross Staff Investments Inc 0.24% No change 5,511 $317K
Argent Trust Co 0.01% Add +4.9% 5,498 $317K
Silverlake Wealth Management LLC 0.09% Add +6.9% 5,479 $316K
180 Wealth Advisors, LLC 0.04% Reduce -2.7% 5,476 $315K
Atlanta Consulting Group Advisors, LLC 0.09% Reduce -2.6% 5,465 $315K
Coastwise Capital Group, LLC 0.25% Reduce -2.9% 5,458 $314K
Meridian Wealth Management, LLC 0.01% Reduce -2.5% 5,443 $314K
MASTERINVEST Kapitalanlage GmbH 0.03% — 5,437 $313K
Red Door Wealth Management, LLC 0.04% Add +0.0% 5,420 $312K
Debussy Capital Management LP 0.05% Add +19.1% 5,414 $312K
GWN Securities Inc. 0.06% Reduce -63.8% 5,390 $312K
Koshinski Asset Management, Inc. 0.02% Add +49.4% 5,406 $311K
Bridgewater Advisors Inc. 0.02% Add +20.3% 5,394 $309K
TPG Advisors LLC 0.22% Add +0.3% 5,363 $309K
Journey Strategic Wealth LLC 0.01% New 5,356 $309K
PDS Planning, Inc 0.02% Add +25.4% 5,355 $309K
Anb Bank 0.14% New 5,348 $308K
Prairie Sky Financial Group LLC 0.17% No change 5,332 $307K
Brooklyn Investment Group 0.04% Add +34.0% 5,315 $306K
AdvisorNet Financial, Inc 0.02% Add +1.7% 5,313 $306K
SeaCrest Wealth Management, LLC 0.03% Reduce -9.2% 5,313 $306K
Strategy Asset Managers LLC 0.06% Reduce -22.0% 5,308 $306K
Sovereign Financial Group, Inc. 0.06% Add +1.1% 5,288 $305K
West Paces Advisors Inc. 0.06% Reduce -29.8% 5,269 $304K
Berger Financial Group, Inc 0.02% Reduce -0.5% 5,251 $303K
Lummis Asset Management, LP 0.20% Reduce -17.1% 5,228 $301K
Chesapeake Asset Management LLC 0.27% Reduce -28.1% 5,192 $299K
Mason & Associates Inc 0.07% No change 5,143 $296K
Silvia McColl Wealth Management, LLC 0.21% Reduce -2.8% 5,135 $296K
PFG Advisors 0.01% Add +22.1% 5,133 $296K
Lantz Financial LLC 0.07% Add +13.3% 5,099 $294K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,061 $292K
Fulcrum Asset Management LLP 0.08% — 5,026 $290K
StoneX Group Inc. 0.01% Add +14.2% 5,023 $289K
Catalyst Capital Advisors LLC 0.01% No change 5,000 $288K
Westbourne Investments, Inc. 0.15% Reduce -6.0% 4,980 $287K
Brown, Lisle/Cummings, Inc. 0.08% No change 4,975 $287K
Moss Adams Wealth Advisors LLC 0.03% Add +23.7% 4,964 $286K
OneAscent Financial Services LLC 0.02% Reduce -48.3% 4,897 $284K
Mesirow Financial Investment Management, Inc. 0.01% Add +20.9% 4,923 $284K
Mayflower Financial Advisors, LLC 0.04% Reduce -6.2% 4,917 $283K
Autumn Glory Partners, LLC 0.13% No change 4,900 $282K
Great Lakes Advisors, LLC 0.00% Add +11.6% 4,892 $282K
Wealth Management Associates, Inc. 0.11% Add +4.3% 4,890 $282K
MBB Public Markets I LLC 0.03% Reduce -17.8% 4,881 $281K
Root Financial Partners, LLC 0.03% New 4,877 $281K
King Luther Capital Management Corp. 0.00% Reduce -9.4% 4,856 $280K
Titleist Asset Management, LLC 0.03% Add +1.0% 4,854 $280K
Shelton Capital Management 0.01% Reduce -1.8% 4,842 $279K
Mindset Wealth Management, LLC 0.09% Add +11.5% 4,819 $278K
Core Wealth Partners LLC 0.14% Reduce -9.4% 4,816 $277K
Yoder Wealth Management, Inc. 0.14% Add +5.8% 4,815 $277K
Callahan Advisors, LLC 0.02% No change 4,800 $277K
Wedmont Private Capital 0.01% Add +0.3% 4,853 $276K
Stiles Financial Services Inc 0.10% Add +0.4% 4,774 $275K
Reliant Investment Partners, LLC 0.24% Add +5.8% 4,769 $275K
Certior Financial Group, LLC 0.21% Add +1.1% 4,746 $273K
Fiduciary Alliance LLC 0.02% New 4,719 $272K
LexAurum Advisors, LLC 0.04% Add +11.8% 4,690 $270K
West Family Investments, Inc. 0.07% Add +25.2% 4,683 $270K
Aull & Monroe Investment Management Corp 0.14% No change 4,660 $268K
AlphaQuest LLC 0.03% Reduce -10.8% 4,657 $268K
MBA Advisors LLC 0.12% Add +0.2% 4,654 $268K
CX Institutional 0.01% Add +1.5% 4,634 $267K
Charter Oak Capital Management, LLC 0.02% Reduce -0.4% 4,595 $265K
Cozad Asset Management Inc. 0.02% Reduce -2.5% 4,587 $264K
Gsa Capital Partners LLP 0.02% Reduce -55.7% 4,568 $263K
Somerset Trust Co 0.09% Add +2.4% 4,565 $263K
Aspire Growth Partners LLC 0.21% Reduce -16.8% 4,548 $262K
Flynn Zito Capital Management, LLC 0.11% Reduce -6.1% 4,533 $261K
Ascent Group, LLC 0.01% Add +9.7% 4,532 $261K
NWF Advisory Services Inc. 0.03% Add +0.8% 4,511 $260K
First Manhattan Co. Llc. 0.00% Add +20.1% 4,509 $260K
Spire Wealth Management 0.01% Add +0.7% 4,506 $260K
Per Stirling Capital Management, LLC. 0.03% Add +0.5% 4,495 $259K
Smith, Moore & Co. 0.02% Add +12.8% 4,493 $259K
Modera Wealth Management, LLC 0.00% Add +2.3% 4,482 $258K
Beverly Hills Private Wealth, LLC 0.05% Add +0.1% 4,445 $256K
Global Assets Advisory, LLC 0.10% New 4,421 $256K
Alps Advisors Inc. 0.00% Reduce -6.6% 4,431 $255K
Petix & Botte Co 0.06% No change 4,426 $255K
Western Wealth Management, LLC 0.02% Add +0.2% 4,404 $254K
Prosperitas Financial LLC 0.12% Add +5.8% 4,374 $252K
Jacobsen Capital Management 0.09% Add +0.9% 4,360 $251K
Moody National Bank Trust Division 0.02% Reduce -16.7% 4,355 $251K
Daymark Wealth Partners, LLC 0.01% New 4,343 $250K
Los Angeles Capital Management LLC 0.00% Add +2.8% 4,339 $250K
Crescent Sterling, Ltd. 0.28% Add +6.8% 4,339 $250K
Bolthouse Investments, LLC 0.25% No change 4,317 $249K
Court Place Advisors, LLC 0.08% Add +0.2% 4,301 $248K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.0% 4,296 $248K
Atlantic Family Wealth, LLC 0.21% New 4,280 $247K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +8.1% 4,270 $246K
Fisher Asset Management 0.00% Reduce -24.4% 4,240 $244K
Advisory Alpha, LLC 0.01% Reduce -2.9% 4,213 $243K
Campion Asset Management 0.18% No change 4,198 $242K
Quotient Wealth Partners, LLC 0.01% New 4,192 $242K
Holderness Investments Co. 0.05% Reduce -7.3% 4,151 $239K
Cetera Trust Company, N.A 0.14% Add +5.3% 4,135 $238K
Alta Advisers Ltd 0.08% No change 4,124 $238K
Sfmg, LLC 0.02% Add +0.7% 4,112 $237K
Pointe Capital Management LLC 0.12% No change 4,094 $236K
Guardian Wealth Advisors, LLC / NC 0.02% New 4,088 $236K
Resonant Capital Advisors, LLC 0.01% New 4,049 $233K
Summit Wealth Group LLC / Co. 0.06% — 4,037 $233K
Leslie Global Wealth, LLC 0.12% Reduce -90.9% 4,022 $232K
Richards, Merrill & Peterson, Inc. 0.11% Add +3.6% 4,008 $231K
Nabity-Jensen Investment Management Inc 0.17% New 4,006 $231K
Tyche Wealth Partners LLC 0.05% Add +0.1% 3,980 $229K
L2 Asset Management, LLC 0.04% Add +7.2% 3,980 $229K
Gradient Investments LLC 0.00% New 3,978 $229K
Prosperity Wealth Management, Inc. 0.08% No change 3,975 $229K
Northstar Advisory Group, LLC 0.11% Add +1.9% 3,960 $228K
Sandbox Financial Partners, LLC 0.07% Add +0.1% 3,957 $228K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +6.6% 3,954 $228K
LGT Fund Management Co Ltd. 0.02% No change 3,942 $227K
Alpha Family Trust 0.11% No change 3,930 $226K
Keystone Wealth Services, LLC 0.05% Reduce -0.2% 3,917 $226K
Jentner Corp 0.06% Add +1.4% 3,908 $225K
Scott Capital Advisors, LLC 0.06% New 3,947 $225K
National Wealth Management Group, LLC 0.13% New 3,894 $224K
Freedom Investment Management, Inc. 0.02% Reduce -14.8% 3,893 $224K
Landscape Capital Management, L.L.C. 0.02% New 3,876 $223K
Sivia Capital Partners, LLC 0.08% Add +12.0% 3,873 $223K
Patton Fund Management, Inc. 0.05% New 3,871 $223K
Avestar Capital, LLC 0.02% Reduce -15.2% 3,858 $222K
Johnson Investment Counsel Inc. 0.00% Add +7.7% 3,858 $222K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -3.7% 3,852 $222K
Mattern Wealth Management LLC 0.05% Add +5.5% 3,850 $222K
Kestra Investment Management, LLC 0.01% Add +16.3% 3,841 $221K
McAdam, LLC 0.01% Add +6.1% 3,831 $221K
Moneco Advisors, LLC 0.02% Reduce -30.8% 3,825 $220K
Westside Investment Management, Inc. 0.04% Add +6.4% 3,810 $220K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +379700.0% 3,798 $219K
International Assets Investment Management, LLC 0.02% Reduce -27.7% 3,735 $215K
DF Dent & Co. Inc. 0.00% Add +2.5% 3,725 $215K
Busey Bank 0.01% Reduce -3.0% 3,717 $214K
Sunpointe, LLC 0.08% Reduce -11.4% 3,691 $213K
Bayesian Capital Management, LP 0.03% New 3,682 $212K
Heartland Bank & Trust Co 0.10% Reduce -50.8% 3,680 $212K
Catalyst Financial Partners LLC 0.02% New 3,669 $211K
Sound Financial Strategies Group, LLC 0.18% Add +1.1% 3,663 $211K
Cooper Financial Group 0.02% New 3,661 $211K
Axxcess Wealth Management, LLC 0.01% Reduce -2.6% 3,652 $210K
Ancora Advisors LLC 0.00% Add +9.6% 3,619 $209K
First National Bank of Omaha 0.01% Reduce -89.0% 3,612 $208K
Colonial River Investments, LLC 0.09% Reduce -2.6% 3,652 $208K
ProVise Management Group, LLC 0.02% New 3,599 $207K
Midwest Trust Co 0.00% — 3,585 $207K
Y.D. More Investments Ltd 0.01% Add +25.0% 3,609 $206K
VestGen Advisors, LLC 0.01% New 3,556 $205K
Everpar Advisors LLC 0.09% New 3,554 $205K
Trek Financial, LLC 0.01% New 3,544 $204K
M&G PLC 0.00% Add +11.2% 3,509 $204K
Pallas Capital Advisors LLC 0.01% New 3,530 $203K
Pitcairn Co. 0.01% Reduce -0.6% 3,525 $203K
Patrick M Sweeney & Associates, Inc. 0.14% New 3,518 $203K
NBW Capital LLC 0.04% New 3,501 $202K
Connors Investor Services Inc. 0.02% No change 3,495 $201K
Northcape Wealth Management, LLC 0.06% Reduce -1.4% 3,491 $201K
Genesis Private Wealth, LLC 0.09% New 3,489 $201K
Sand Hill Global Advisors, LLC 0.01% No change 3,482 $201K
Whipplewood Advisors, LLC 0.11% Reduce -33.4% 3,470 $200K
ORG Partners LLC 0.04% Add +11.8% 3,441 $199K
Caldwell Trust Co 0.02% Add +40.7% 3,457 $199K
NFSG Corp 0.03% Add +28.3% 3,271 $188K
CoreCap Advisors, LLC 0.01% Reduce -8.2% 3,153 $182K
Armstrong Advisory Group, Inc. 0.01% Add +22.7% 3,104 $179K
SRH Advisors, LLC 0.05% No change 3,100 $179K
Toth Financial Advisory Corp. 0.02% No change 3,100 $179K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +20.6% 3,077 $177K
Cromwell Holdings LLC 0.11% Add +17.0% 3,050 $176K
HM Payson & Co. 0.00% Add +34.7% 3,016 $174K
Ridgewood Investments LLC 0.07% No change 2,963 $171K
Smartleaf Asset Management LLC 0.01% Reduce -15.3% 2,903 $166K
Caitong International Asset Management Co., Ltd 0.12% Add +14952.6% 2,860 $165K
Coastline Trust Co 0.02% No change 2,760 $159K
Summit Securities Group LLC 0.06% New 2,708 $156K
Plato Investment Management Ltd 0.01% No change 2,704 $155K
Tidemark, LLC 0.05% Reduce -6.2% 2,688 $155K
MUFG Securities EMEA plc 0.01% New 2,669 $154K
Montag A & Associates Inc. 0.01% No change 2,580 $149K
Parkside Financial Bank & Trust 0.02% Add +2.5% 2,491 $144K
C M Bidwell & Associates Ltd. 0.07% Add +0.6% 2,448 $141K
Motco 0.01% Add +8.9% 2,476 $139K
Clearstead Trust, LLC 0.03% New 2,404 $138K
Bokf, NA 0.00% Reduce -63.1% 2,257 $130K
Wood Tarver Financial Group, LLC 0.04% No change 2,233 $128K
Hollencrest Capital Management 0.01% Add +14.0% 2,218 $128K
CYBER HORNET ETFs LLC 0.09% New 2,179 $126K
Medallion Wealth Advisors, LLC 0.05% Add +0.8% 2,085 $120K
Proathlete Wealth Management LLC 0.04% Add +1.4% 2,048 $118K
CENTRAL TRUST Co 0.00% Add +32.4% 2,045 $118K
Financial Perspectives, Inc 0.04% No change 2,011 $116K
Cherry Tree Wealth Management, LLC 0.03% No change 1,978 $114K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $111K
Covestor Ltd 0.06% Reduce -26.0% 1,868 $108K
Creative Financial Designs Inc. 0.01% Add +10.7% 1,833 $106K
Optimum Investment Advisors 0.04% No change 1,800 $104K
Grove Bank & Trust 0.01% Add +0.2% 1,798 $104K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,778 $102K
TD Waterhouse Canada Inc. 0.00% Reduce -50.8% 1,725 $100K
Trust Co. of Toledo NA 0.01% New 1,721 $99K
Salem Investment Counselors Inc. 0.00% Reduce -7.6% 1,711 $99K
Strategic Wealth Partners, Ltd. 0.01% — 1,700 $98K
Versant Capital Management, Inc 0.01% Add +3.6% 1,676 $97K
Anchor Investment Management, LLC 0.01% Add +0.2% 1,676 $97K
Tsfg, LLC 0.02% Reduce -28.7% 1,661 $96K
Rosenberg Matthew Hamilton 0.02% Add +24.4% 1,654 $95K
Wealth Preservation Advisors, LLC 0.06% Reduce -22.3% 1,640 $94K
ESL Trust Services, LLC 0.02% No change 1,600 $92K
Capital Analysts, LLC 0.00% Reduce -14.8% 1,579 $91K
City State Bank 0.03% No change 1,550 $89K
Bangor Savings Bank 0.01% No change 1,537 $89K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.9% 1,527 $88K
Main Street Group, LTD 0.03% Reduce -32.4% 1,509 $87K
Pinnacle Bancorp, Inc. 0.03% No change 1,500 $86K
Rothschild Investment LLC 0.01% Add +12.4% 1,480 $85K
Groupe la Francaise 0.00% Reduce -87.3% 1,480 $85K
Manchester Capital Management LLC 0.01% No change 1,468 $85K
Beacon Capital Management, LLC 0.01% Add +0.7% 1,425 $82K
Cary Street Partners Investment Advisory LLC 0.04% Add +2.6% 1,354 $78K
Arax Advisory Partners 0.00% Add +15.2% 1,091 $77K
Front Row Advisors LLC 0.03% No change 1,310 $75K
Essential Partners LLC 0.03% — 1,290 $74K
Wolff Wiese Magana LLC 0.05% Add +31.2% 1,283 $74K
Bogart Wealth, LLC 0.00% Add +57.4% 1,269 $73K
Founders Capital Management 0.04% No change 1,250 $72K
McIlrath & Eck, LLC 0.01% No change 1,239 $71K
JNBA Financial Advisors 0.01% No change 1,237 $71K
Darwin Wealth Management, LLC 0.02% Add +6.0% 1,207 $70K
Vision Financial Markets LLC 0.07% Reduce -89.6% 1,201 $69K
Trust Co 0.01% No change 1,197 $69K
Transce3nd, LLC 0.03% Add +11.5% 1,167 $67K
Total Investment Management Inc. 0.01% New 1,129 $65K
Winthrop Capital Management, LLC 0.02% Add +2.6% 1,128 $65K
Bank of New Hampshire 0.02% No change 1,100 $63K
Heritage Wealth Advisors 0.00% No change 1,083 $62K
CoreFirst Bank & Trust 0.04% New 1,080 $62K
NBT Bank, N.A. 0.00% No change 1,071 $62K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.8% 1,062 $61K
Semmax Financial Advisors Inc. 0.02% Add +0.5% 1,038 $60K
SouthState Bank Corp 0.00% Add +78.7% 1,022 $59K
Crews Bank & Trust 0.01% No change 1,011 $58K
Future Financial Wealth Managment LLC 0.04% No change 1,000 $58K
HighMark Wealth Management LLC 0.03% Add +800.9% 982 $57K
Centennial Bank 0.02% No change 966 $56K
CVA Family Office, LLC 0.01% Add +22.4% 963 $55K
Oliver Lagore Vanvalin Investment Group 0.02% — 942 $55K
Quarry LP 0.01% New 943 $54K
Bellevue Asset Management, LLC 0.03% Add +0.2% 935 $54K
Activest Wealth Management 0.01% Reduce -8.7% 918 $53K
Nemes Rush Group LLC 0.01% Add +1.3% 914 $53K
Hantz Financial Services, Inc. 0.00% Add +113.2% 904 $52K
Frazier Financial Advisors, LLC 0.04% New 888 $51K
Concord Wealth Partners 0.01% Add +362.1% 878 $51K
Deseret Mutual Benefit Administrators 0.02% No change 865 $50K
Independence Bank of Kentucky 0.01% No change 850 $49K
Kiker Wealth Management, LLC 0.03% Reduce -48.8% 844 $49K
Tobam 0.02% Add +47.1% 828 $48K
Plante Moran Financial Advisors, LLC 0.00% Add +1.0% 808 $47K
United Community Bank 0.02% No change 800 $46K
Silvant Capital Management LLC 0.00% No change 796 $46K
Missouri Trust & Investment Co 0.01% Reduce -26.6% 794 $46K
Private Wealth Asset Management, LLC 0.01% Reduce -75.7% 784 $45K
Lazard Asset Management LLC 0.00% Reduce -76.7% 791 $45K
Whittier Trust Co. 0.00% No change 762 $44K
St Germain D J Co. Inc. 0.00% Add +309.2% 757 $44K
Rossby Financial, LCC 0.02% New 755 $43K
VSM Wealth Advisory, LLC 0.01% New 753 $43K
Meeder Asset Management Inc. 0.00% Add +145.3% 753 $43K
Fortitude Family Office, LLC 0.01% Reduce -61.2% 751 $43K
1620 Investment Advisors, Inc. 0.03% No change 720 $41K
Orion Capital Management LLC 0.02% No change 700 $40K
Flagship Wealth Advisors, LLC 0.02% Add +362.0% 693 $40K
Private Wealth Management Group, LLC 0.01% Add +2.7% 692 $40K
BankPlus Trust Department 0.01% No change 684 $39K
Quantbot Technologies LP 0.00% Reduce -49.4% 672 $39K
10Elms LLP 0.04% No change 667 $38K
Hoertkorn Richard Charles 0.02% No change 666 $38K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $38K
Fourth Dimension Wealth, LLC 0.02% No change 641 $37K
Millstone Evans Group, LLC 0.03% No change 638 $37K
Hilltop National Bank 0.01% — 631 $36K
Cypress Capital Management LLC (WY) 0.04% No change 609 $35K
MV Capital Management, Inc. 0.00% Add +5.4% 608 $35K
Physician Wealth Advisors, Inc. 0.01% Reduce -37.8% 607 $35K
JFS Wealth Advisors, LLC 0.00% Reduce -1.0% 593 $34K
GW&K Investment Management, LLC 0.00% Add +3.9% 594 $34K
Bruce G. Allen Investments, LLC 0.03% No change 584 $34K
Archer Investment Corp 0.01% Add +1.2% 575 $33K
Hazlett, Burt & Watson, Inc. 0.01% No change 575 $33K
Smithfield Trust Co 0.00% No change 575 $33K
Country Trust Bank 0.00% Add +806.5% 562 $32K
Mb, Levis & Associates, LLC 0.01% Add +0.9% 558 $32K
Hopwood Financial Services, Inc. 0.02% No change 550 $32K
Hoey Investments, Inc. 0.00% No change 544 $31K
Twin Peaks Wealth Advisors, LLC 0.01% New 539 $31K
Creative Capital Management Investments LLC 0.01% No change 525 $30K
Avion Wealth 0.01% Add +142.4% 526 $30K
Key Financial Inc 0.01% No change 509 $29K
Investment Research & Advisory Group, Inc. 0.01% Reduce -18.4% 502 $29K
Rise Advisors, LLC 0.01% Add +1.3% 483 $28K
Bell Investment Advisors, Inc 0.00% Add +1.9% 483 $28K
Aventura Private Wealth, LLC 0.01% Reduce -60.5% 480 $28K
Mark Sheptoff Financial Planning, LLC 0.01% No change 479 $28K
Sierra Ocean, LLC 0.02% Reduce -4.0% 461 $27K
Keystone Global Partners, LLC 0.01% No change 449 $26K
Tortoise Investment Management, LLC 0.00% Add +8.6% 443 $26K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -32.2% 440 $25K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -44.1% 447 $25K
Acadian Asset Management LLC 0.00% New 446 $25K
Compagnie Lombard Odier SCmA 0.00% New 430 $25K
Financial Network Wealth Advisors LLC 0.03% No change 411 $24K
NewSquare Capital LLC 0.00% Add +28.1% 410 $24K
Innovative Advisory Group, LLC 0.02% New 400 $23K
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% No change 400 $23K
Dynamic Wealth Strategies, LLC 0.02% Reduce -49.5% 397 $23K
Opal Wealth Advisors, LLC 0.01% Add +2.3% 396 $23K
Quest 10 Wealth Builders, Inc. 0.02% Add +558.3% 395 $23K
TruNorth Capital Management, LLC 0.01% Reduce -67.3% 391 $23K
Albion Financial Group 0.00% Add +1.6% 383 $22K
Valley National Advisers Inc. 0.00% Add +0.3% 391 $22K
Monetary Management Group Inc. 0.01% No change 360 $21K
Richard W. Paul & Associates, LLC 0.01% Add +15.5% 328 $19K
Ameriflex Group, Inc. 0.01% Reduce -85.7% 313 $18K
Barrett & Company, Inc. 0.01% No change 302 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +1.0% 296 $17K
SOA Wealth Advisors, LLC. 0.00% Reduce -3.2% 274 $16K
Highline Wealth Partners LLC 0.00% Add +9.7% 260 $15K
Clear Investment Research, LLC 0.02% No change 253 $15K
Salomon & Ludwin, LLC 0.00% No change 250 $14K
MTM Investment Management, LLC 0.00% New 246 $14K
Hemington Wealth Management 0.00% Reduce -4.9% 254 $14K
Evermay Wealth Management LLC 0.00% No change 238 $14K
Washington Trust Advisors, Inc. 0.00% No change 233 $13K
Kozak & Associates, Inc. 0.00% Add +1.3% 231 $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% No change 200 $12K
Roxbury Financial LLC 0.01% Reduce -81.5% 200 $12K
Legacy Investment Solutions, LLC 0.01% — 200 $12K
Legacy Wealth Managment, LLC 0.01% No change 200 $12K
Bare Financial Services, Inc 0.00% Add +10.5% 200 $12K
Strategic Investment Solutions, Inc. 0.00% No change 200 $12K
Navigoe, LLC 0.01% No change 200 $11K
Roble, Belko & Company, Inc 0.00% Reduce -7.9% 199 $11K
REAP Financial Group, LLC 0.00% No change 189 $11K
Howard Hughes Medical Institute 0.00% New 189 $11K
Ameliora Wealth Management Ltd. 0.00% No change 188 $11K
Crewe Advisors LLC 0.00% Add +121.4% 186 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 184 $11K
Sittner & Nelson, LLC 0.00% No change 182 $10K
Dogwood Wealth Management LLC 0.01% Add +1877.8% 178 $10K
Vermillion Wealth Management, Inc. 0.00% No change 177 $10K
IFS Advisors, LLC 0.01% No change 159 $9K
North Capital, Inc. 0.01% No change 154 $9K
New England Capital Financial Advisors LLC 0.00% New 146 $8K
Compass Financial Services Inc 0.00% No change 140 $8K
Red Tortoise LLC 0.00% No change 138 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $8K
PFS Partners, LLC 0.00% New 135 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -12.1% 131 $8K
Abound Wealth Management 0.00% Reduce -6.6% 128 $7K
Iron Horse Wealth Management, LLC 0.00% No change 128 $7K
Financial Gravity Companies, Inc. 0.00% — 123 $7K
First Command Advisory Services, Inc. 0.00% No change 122 $7K
Cornerstone Planning Group LLC 0.00% Add +61.1% 116 $7K
Evolution Wealth Management Inc. 0.01% — 106 $6K
Solstein Capital, LLC 0.00% New 103 $6K
Boyd Watterson Asset Management LLC 0.00% No change 103 $6K
Chapman Financial Group, LLC 0.00% — 100 $6K
SJS Investment Consulting Inc. 0.00% Add +167.6% 99 $6K
Park Square Financial Group, LLC 0.00% No change 98 $6K
First Horizon Advisors, Inc. 0.00% Reduce -36.7% 95 $5K
Johnson Financial Group, Inc. 0.00% New 90 $5K
FNY Investment Advisers, LLC 0.00% Reduce -47.1% 90 $5K
New Millennium Group LLC 0.00% Reduce -20.4% 86 $5K
Centricity Wealth Management, LLC 0.00% No change 81 $5K
Kilter Group LLC 0.00% New 78 $5K
Asset Dedication, LLC 0.00% Reduce -40.5% 78 $4K
Strengthening Families & Communities, LLC 0.00% No change 72 $4K
Aspect Partners, LLC 0.00% Reduce -74.7% 70 $4K
Financial Management Professionals, Inc. 0.00% No change 69 $4K
Principia Wealth Advisory, LLC 0.00% Add +11.7% 67 $4K
Mascoma Wealth Management LLC 0.00% No change 67 $4K
WPG Advisers, LLC 0.00% Add +12.1% 65 $4K
Delta Asset Management LLC 0.00% No change 60 $3K
Nova Wealth Management, Inc. 0.00% New 59 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
Atwood & Palmer Inc. 0.00% New 56 $3K
Clark Wealth Partners 0.00% Add +1.8% 56 $3K
Dunhill Financial, LLC 0.00% Reduce -50.9% 53 $3K
Robinswood Financial LLC 0.00% Add +2.0% 52 $3K
TFC Financial Management, Inc. 0.00% No change 51 $3K
True Wealth Design, LLC 0.00% Add +54.8% 48 $3K
Hughes Financial Services, LLC 0.00% Reduce -31.4% 48 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
Traub Capital Management LLC 0.00% — 45 $3K
Pinnacle Financial Partners Inc 0.00% Reduce -99.0% 45 $3K
Sachetta, LLC 0.00% Reduce -44.6% 41 $2K
WealthTrak Capital Management LLC 0.00% Reduce -11.1% 40 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +2.6% 39 $2K
IMG Wealth Management, Inc. 0.00% New 39 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +2.6% 39 $2K
S&T Bank 0.00% New 27 $2K
Valued Wealth Advisors LLC 0.00% No change 25 $1K
Quaker Wealth Management, LLC 0.00% — 24 $1K
Pacific Center for Financial Services 0.00% No change 23 $1K
Parkworth Wealth Management, Inc. 0.00% New 23 $1K
Stephens Consulting, LLC 0.00% New 22 $1K
GHP Investment Advisors, Inc. 0.00% No change 21 $1K
YANKCOM Partnership 0.00% Add +125.0% 18 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $1K
Pineridge Advisors LLC 0.00% New 18 $1K
Binnacle Investments Inc 0.00% Reduce -57.9% 16 $922
Arcadia Investment Management Corp. 0.00% New 15 $865
Smallwood Wealth Investment Management, LLC 0.00% New 15 $864
Clarity Asset Management, Inc. 0.00% No change 13 $770
American Capital Advisory, LLC 0.00% Add +30.0% 13 $749
Leonteq Securities AG 0.00% Add +116.7% 13 $749
Systematic Financial Management LP 0.00% No change 9 $518
DecisionPoint Financial, LLC 0.00% New 8 $463
IMA Advisory Services, Inc. 0.00% New 3 $173
RMG Wealth Management LLC 0.00% — 2 $124
Redwood Park Advisors LLC 0.00% No change 2 $116

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