Realty IncomeO

13F holders, Q3 2025 (September 30)
1,341holders +54
140new positions
83sold out
9famous investors
$60.79avg. 13F price*

At the end of Q3 2025, 1,341 institutions reported holding Realty Income Corp. (O) in their 13F filings, up 54 from Q2 2025. 140 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($9.1B), BlackRock, Inc. ($6.1B) and State Street Corp. ($3.8B). 9 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions140$148.3M
Exits83$126.5M

All 13F filers, Q2 2025 → Q3 2025: 34,510,801 shares bought and 28,169,071 shares sold, net +6,341,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,341 holders

Vanguard Group Inc. 0.14% Add +2.5% 149,730,338 $9.1B
BlackRock, Inc. 0.11% Add +7.2% 100,377,947 $6.1B
State Street Corp. 0.13% Add +2.1% 63,028,892 $3.8B
Geode Capital Management, LLC 0.11% Add +5.3% 28,413,096 $1.7B
Parnassus Investments, LLC 2.54% Reduce -1.7% 18,066,603 $1.1B
Bank of America Corp. 0.08% Reduce -5.0% 16,880,383 $1.0B
Morgan Stanley 0.06% Add +2.6% 15,039,203 $914.2M
Cohen & Steers, Inc. 1.39% Reduce -11.5% 12,690,369 $771.4M
Dimensional Fund Advisors LP 0.17% Add +3.5% 12,671,171 $770.3M
JPMorgan Chase & Co. 0.05% Reduce -3.5% 12,403,791 $754.0M
Raymond James Financial Inc. 0.24% Add +1.5% 12,186,943 $740.8M
Northern Trust Corp. 0.09% Reduce -1.1% 11,716,184 $712.2M
Charles Schwab Investment Management Inc. 0.11% Add +2.4% 11,135,868 $676.9M
Legal & General Group Plc 0.13% Reduce -1.0% 9,876,020 $600.4M
APG Asset Management US Inc. 3.77% Reduce -2.2% 8,445,467 $510.6M
Invesco Ltd. 0.08% Reduce -2.0% 8,083,204 $491.4M
Goldman Sachs Group Inc. 0.05% Add +6.2% 6,205,770 $377.2M
Royal Bank of Canada 0.06% Add +11.2% 5,897,497 $358.5M
Bank of New York Mellon Corp 0.06% Reduce -2.9% 5,643,854 $343.1M
Wells Fargo & Company 0.07% Add +1.6% 5,448,976 $331.2M
UBS Group AG 0.05% Add +51.0% 4,237,021 $257.6M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -8.4% 4,158,564 $252.8M
Centersquare Investment Management LLC 2.49% Reduce -11.4% 4,081,551 $248.1M
Daiwa Securities Group Inc. 0.82% Add +0.4% 3,970,350 $241.4M
Nuveen, LLC 0.06% Reduce -3.9% 3,784,005 $230.0M
FMR LLC 0.01% Add +42.6% 3,773,986 $229.4M
HSBC Holdings PLC 0.13% Add +39.1% 3,600,109 $218.7M
American Century Companies Inc. 0.11% Reduce -4.5% 3,539,897 $215.2M
Deutsche Bank AG 0.07% Add +60.3% 3,444,237 $209.4M
ProShare Advisors LLC 0.39% Add +5.3% 3,067,894 $186.5M
T. Rowe Price Associates Inc. 0.02% Add +0.7% 2,944,596 $179.0M
CBRE Investment Management Listed Real Assets LLC 2.46% Reduce -31.7% 2,835,625 $172.4M
California Public Employees Retirement System 0.10% Reduce -15.4% 2,827,696 $171.9M
Barclays PLC 0.06% Add +52.8% 2,741,766 $166.7M
National Pension Service 0.13% Add +1.4% 2,736,773 $166.4M
Federated Hermes, Inc. 0.29% Add +0.8% 2,690,664 $163.6M
Swiss National Bank 0.09% Reduce -3.6% 2,603,194 $158.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +5.9% 2,589,347 $157.4M
LPL Financial LLC 0.05% Add +4.3% 2,576,953 $156.7M
Nomura Asset Management Co. Ltd. 0.37% Add +4.1% 2,307,374 $140.3M
Amundi 0.04% Add +3.0% 2,246,085 $134.6M
CANADA LIFE ASSURANCE Co 0.19% Add +7.6% 2,216,485 $134.1M
Envestnet Asset Management Inc. 0.04% Reduce -3.2% 2,198,075 $133.6M
Aew Capital Management L P 7.24% Add +44.5% 2,139,078 $130.0M
Principal Financial Group Inc. 0.07% Reduce -2.0% 2,125,962 $129.2M
Healthcare of Ontario Pension Plan Trust Fund 0.24% Add +73.8% 2,096,194 $127.4M
Rush Island Management, LP 8.69% Reduce -12.2% 2,085,394 $126.8M
Russell Investments Group, Ltd. 0.14% Add +38.6% 2,043,391 $124.2M
Sei Investments Co. 0.13% Reduce -6.3% 1,991,113 $121.0M
Aberdeen Group plc 0.19% Add +10.5% 1,944,954 $117.4M
Nan Shan Life Insurance Co., Ltd. 2.45% No change 1,895,302 $115.2M
Citigroup Inc. 0.08% Add +25.9% 1,826,701 $111.0M
Asset Management One Co., Ltd. 0.32% Add +0.3% 1,811,255 $110.1M
Schroder Investment Management Group 0.08% Reduce -16.9% 1,778,353 $107.7M
Rhumbline Advisers 0.09% Reduce -5.2% 1,767,187 $107.4M
Alliancebernstein L.P. 0.03% Add +0.7% 1,623,619 $98.7M
Public Employees Retirement System of Ohio 0.30% Add +0.7% 1,581,150 $96.1M
California State Teachers Retirement System 0.10% Add +2.6% 1,535,025 $93.3M
Prudential Financial Inc. 0.11% Add +51.5% 1,512,216 $91.9M
Lasalle Investment Management Securities LLC 3.46% Reduce -29.3% 1,451,542 $88.2M
Stifel Financial Corp. 0.07% Add +5.2% 1,317,502 $79.8M
BNP Paribas Financial Markets 0.06% Reduce -28.1% 1,296,802 $78.8M
Truist Financial Corp. 0.10% Add +7.2% 1,237,540 $75.2M
Abn Amro Investment Solutions 1.50% Reduce -2.3% 1,203,268 $73.1M
Macquarie Group Ltd. 0.09% Add +2.7% 1,198,477 $72.9M
Ameriprise Financial Inc. 0.02% Reduce -58.5% 1,185,941 $72.1M
Bahl & Gaynor LLC 0.36% Reduce -34.3% 1,184,919 $72.0M
Cetera Investment Advisers 0.08% Add +15.8% 1,180,873 $71.8M
Jones Financial Companies LLLP 0.05% Add +16.8% 1,148,585 $69.3M
Adelante Capital Management LLC 4.61% Add +5.0% 1,135,259 $69.0M
Canada Pension Plan Investment Board 0.05% Add +23.8% 1,078,738 $65.6M
First Trust Advisors LP 0.05% Reduce -16.3% 1,004,532 $61.1M
Allianz Asset Management GmbH 0.07% Reduce -4.1% 946,229 $57.5M
Vest Financial, LLC 0.75% Add +2.7% 945,055 $57.4M
Bank of Montreal 0.02% Add +13.6% 927,469 $56.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -26.9% 866,150 $52.7M
Susquehanna Portfolio Strategies, LLC 0.83% Add +14.9% 863,956 $52.5M
Epoch Investment Partners, Inc. 0.29% Add +5.8% 854,965 $52.0M
State Board of Administration of Florida Retirement System 0.09% Reduce -1.3% 826,945 $50.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +8.0% 826,441 $50.2M
New York State Teachers Retirement System 0.09% Add +4.7% 793,329 $48.2M
Rockefeller Capital Management L.P. 0.09% Add +10.1% 778,913 $47.4M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -7.9% 761,400 $46.3M
Retirement Systems of Alabama 0.14% Add +0.2% 709,060 $43.1M
Heitman Real Estate Securities LLC 2.84% Add +16.0% 684,612 $41.6M
Aviva PLC 0.08% Add +2.0% 679,970 $41.3M
Capital Advisors Inc. 0.69% Add +24.8% 674,603 $41.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +143.4% 668,820 $39.9M
Commonwealth Equity Services, LLC 0.05% Reduce -6.1% 621,649 $37.8M
AXA Investment Managers S.A. 0.10% — 614,697 $37.4M
Resona Asset Management Co.,Ltd. 0.17% Add +6.7% 607,169 $36.8M
Korea Investment CORP 0.07% Add +6.2% 599,920 $36.5M
Citadel Advisors 0.03% Reduce -38.2% 581,152 $35.3M
Janney Montgomery Scott LLC 0.08% New 576,821 $35.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +0.1% 565,906 $34.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.7% 564,186 $34.3M
Private Management Group Inc. 1.01% Reduce -0.7% 556,508 $33.8M
Millennium Management 0.03% Add +86.3% 548,214 $33.3M
State of Alaska, Department of Revenue 0.34% Add +0.5% 540,950 $32.9M
Toronto Dominion Bank 0.06% Add +0.3% 540,865 $32.9M
Franklin Resources Inc. 0.01% Reduce -2.5% 532,203 $32.4M
Storebrand Asset Management As 0.09% Add +30.8% 531,978 $32.3M
AQR Capital Management 0.02% Reduce -5.0% 527,264 $31.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +1.1% 516,277 $31.4M
DekaBank Deutsche Girozentrale 0.05% No change 513,413 $31.1M
Handelsbanken Fonder AB 0.10% Add +3.2% 504,446 $30.7M
State of Wisconsin Investment Board 0.07% Reduce -0.5% 497,097 $30.2M
Wellington Management Group LLP 0.01% Add +136.8% 496,419 $30.2M
Van Eck Associates Corp. 0.03% Add +11.0% 495,881 $30.1M
Osaic Holdings, Inc. 0.04% Add +9.0% 506,364 $30.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% Add +2.1% 487,582 $29.6M
National Bank of Canada 0.03% Add +20.2% 486,632 $29.6M
Cibc World Market Inc. 0.06% Add +47.2% 486,557 $29.6M
Neuberger Berman Group LLC 0.02% Add +6.9% 485,166 $29.4M
New York State Common Retirement Fund 0.04% Add +0.8% 478,003 $29.1M
Natixis Advisors, LLC 0.04% Add +6.1% 474,460 $28.8M
Danske Bank A/S 0.07% Add +2.3% 472,348 $28.7M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.2% 466,915 $28.4M
Victory Capital Management Inc. 0.02% Add +8.8% 446,954 $27.2M
TD Asset Management Inc 0.02% Add +4.0% 442,280 $26.9M
J. Safra Sarasin Holding AG 0.42% New 430,576 $26.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.1% 430,517 $26.2M
Callodine Capital Management, LP 2.30% Add +27.8% 428,239 $26.0M
Waters Parkerson & Co., LLC 1.25% Add +1.3% 421,550 $25.6M
Treasurer of the State of North Carolina 0.08% Reduce -2.5% 406,648 $24.7M
Pictet Asset Management Holding SA 0.02% Reduce -1.9% 396,733 $24.1M
CIBC Asset Management Inc 0.07% Add +0.5% 394,316 $24.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +20.8% 389,859 $23.7M
Royal London Asset Management Ltd. 0.05% Reduce -3.2% 389,520 $23.6M
HighTower Advisors, LLC 0.03% Add +4.5% 386,118 $23.5M
CIBC Bancorp USA Inc. 0.13% — 366,041 $22.3M
Creative Planning 0.02% Add +23.1% 359,920 $21.9M
UniSuper Management Pty Ltd 0.13% Add +5.2% 340,950 $20.7M
KLP Kapitalforvaltning As 0.08% No change 330,808 $20.1M
STRS Ohio 0.07% Reduce -21.8% 326,150 $19.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +5.7% 325,556 $19.8M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +23.1% 321,812 $19.6M
LMR Partners LLP 0.37% Add +4873.0% 315,138 $19.2M
Sound Income Strategies, LLC 1.05% Add +3.7% 326,028 $19.1M
IFM Investors Pty Ltd 0.17% Add +0.3% 311,168 $18.8M
Allworth Financial LP 0.08% Reduce -3.2% 305,142 $18.5M
State of Tennessee, Department of Treasury 0.06% No change 302,871 $18.4M
Huntington National Bank 0.15% Add +6.7% 300,008 $18.2M
Mariner, LLC 0.02% Reduce -7.2% 298,074 $18.1M
State of New Jersey Common Pension Fund D 0.07% Add +7.5% 297,504 $18.1M
Van Lanschot Kempen Investment Management N.V. 0.16% Reduce -35.6% 295,823 $18.0M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Add +8.5% 291,950 $17.7M
Bradley Foster & Sargent Inc. 0.26% Add +5.7% 289,193 $17.6M
Calamos Advisors LLC 0.10% No change 288,117 $17.5M
Meiji Yasuda Asset Management Co Ltd. 0.83% Reduce -8.9% 287,768 $17.5M
Credit Agricole S A 0.06% — 274,629 $16.7M
D.A. Davidson & Co. 0.11% Add +7.0% 270,654 $16.5M
Trust Co. of Vermont 0.72% Add +2.9% 270,399 $16.4M
MAI Capital Management 0.10% Add +13.1% 267,899 $16.3M
Yousif Capital Management, LLC 0.17% Reduce -1.9% 264,544 $16.1M
Arizona State Retirement System 0.09% Add +1.2% 263,818 $16.0M
State of Michigan Retirement System 0.08% Add +0.7% 259,648 $15.8M
Wealthfront Advisers LLC 0.04% Add +3.6% 256,298 $15.6M
FIL Ltd 0.01% Add +33.1% 252,650 $15.4M
MetLife Investment Management, LLC 0.07% Reduce -1.3% 252,281 $15.3M
Nissay Asset Management Corp. /Japan 0.08% Add +1.0% 251,097 $15.3M
Caisse de depot et placement du Quebec 0.03% No change 248,600 $15.1M
Nisa Investment Advisors, LLC 0.06% Reduce -24.5% 244,186 $14.8M
Benjamin Edwards Inc. 0.17% Add +2.4% 241,015 $14.7M
Metis Global Partners, LLC 0.34% Add +28.5% 234,151 $14.2M
Czech National Bank 0.10% Add +5.2% 232,214 $14.1M
Worldquant Millennium Advisors LLC 0.06% No change 226,635 $13.8M
Varma Mutual Pension Insurance Co 0.09% Add +8.6% 225,818 $13.7M
Brookstone Capital Management 0.16% Add +0.7% 224,320 $13.6M
D. E. Shaw & Co. 0.01% Add +130.8% 223,671 $13.6M
Sanctuary Advisors, LLC 0.08% Add +2.2% 222,312 $13.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.6% 221,637 $13.5M
Uniplan Investment Counsel, Inc. 1.37% Add +57.5% 221,391 $13.5M
Anchor Capital Advisors LLC 0.39% Reduce -1.9% 220,113 $13.4M
KBC Group NV 0.03% Add +6.0% 214,637 $13.0M
Synergy Asset Management, LLC 0.46% Add +235.9% 217,820 $12.8M
OMERS ADMINISTRATION Corp 0.09% No change 210,569 $12.8M
Forsta Ap-Fonden 0.08% Add +8.4% 210,300 $12.8M
Becker Capital Management Inc. 0.37% Reduce -9.0% 210,217 $12.8M
Steward Partners Investment Advisory, LLC 0.07% Reduce -19.1% 210,120 $12.8M
Thrivent Financial for Lutherans 0.03% Add +3.2% 209,385 $12.7M
Rakuten Investment Management, Inc. 0.04% — 109,538 $12.5M
Quantinno Capital Management LP 0.03% Add +37.3% 202,942 $12.3M
New Age Alpha Advisors, LLC 0.51% Reduce -8.1% 200,318 $12.2M
LGT Group Foundation 0.14% Add +27.6% 198,970 $12.0M
KCM Investment Advisors LLC 0.39% Reduce -1.6% 197,690 $12.0M
Public Sector Pension Investment Board 0.04% Add +6.1% 197,130 $12.0M
Weiss Asset Management LP 0.21% New 194,172 $11.8M
First Financial Bankshares Inc 0.24% Add +1.6% 194,014 $11.8M
Edgemoor Investment Advisors, Inc. 0.91% Add +7.0% 193,718 $11.8M
Voya Investment Management LLC 0.01% Reduce -22.4% 193,585 $11.8M
Gilman Hill Asset Management, LLC 1.82% Add +0.1% 191,456 $11.6M
Capital Investment Advisors, LLC 0.19% Add +8.0% 190,238 $11.6M
Kestra Advisory Services, LLC 0.05% Add +23.1% 190,048 $11.6M
Duff & Phelps Investment Management Co. 0.13% Reduce -1.6% 185,746 $11.3M
Susquehanna International Group, LLP 0.02% Reduce -24.7% 183,083 $11.1M
Tectonic Advisors LLC 0.60% Add +12.6% 181,194 $11.0M
Allied Investment Advisors, LLC 1.73% New 178,812 $10.9M
Vestcor Inc 0.32% Add +32.8% 176,139 $10.7M
Knights of Columbus Asset Advisors LLC 0.61% Add +22.9% 175,918 $10.7M
Amalgamated Bank 0.08% Reduce -0.2% 173,584 $10.6M
NEOS Investment Management LLC 0.08% Add +73.0% 169,839 $10.3M
DNB Asset Management AS 0.04% Add +3.1% 168,722 $10.3M
PNC Financial Services Group, Inc. 0.01% Add +14.8% 167,450 $10.2M
USS Investment Management Ltd 0.05% No change 165,513 $10.1M
Cullen Investment Group, LTD. 1.32% Add +76.2% 165,842 $10.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -3.4% 164,620 $10.0M
BLB&B Advisors, LLC 0.43% Add +7.3% 164,479 $10.0M
NewEdge Advisors, LLC 0.04% Add +21.3% 162,134 $9.9M
Soltis Investment Advisors LLC 0.66% Add +5.6% 156,652 $9.5M
Evergreen Capital Management LLC 0.22% Add +3.2% 154,895 $9.4M
Novare Capital Management LLC 0.72% Add +1.6% 154,534 $9.4M
Geneos Wealth Management Inc. 0.24% Reduce -2.3% 152,808 $9.3M
Cwm, LLC 0.03% Reduce -0.1% 150,660 $9.2M
Teacher Retirement System of Texas 0.04% Reduce -13.1% 149,436 $9.1M
Utah Retirement Systems 0.09% Add +3.2% 149,358 $9.1M
Police & Firemen's Retirement System of New Jersey 0.07% Add +9.2% 147,848 $9.0M
Mgo One Seven LLC 0.21% Add +214.7% 147,533 $9.0M
WealthPlan Investment Management, LLC 0.59% Reduce -1.4% 147,244 $9.0M
Renaissance Technologies 0.01% Reduce -38.7% 144,744 $8.8M
Kestra Private Wealth Services, LLC 0.11% Add +2.2% 144,464 $8.8M
Community Bank of Raymore 5.99% Reduce -0.3% 142,298 $8.7M
Xponance LLC 0.07% Reduce -7.1% 139,188 $8.5M
Parallel Advisors, LLC 0.15% Reduce -22.4% 138,369 $8.4M
Venture Visionary Partners LLC 0.29% Add +4.2% 136,456 $8.3M
Mackenzie Financial Corp. 0.01% Add +5.0% 136,123 $8.3M
Bank of Nova Scotia 0.01% Add +33.0% 136,030 $8.3M
Mattern Capital Management, LLC 0.96% Reduce -0.6% 134,759 $8.2M
United Asset Strategies, Inc. 0.65% Add +4.6% 133,623 $8.1M
Advisors Management Group Inc. 1.42% Reduce -12.2% 133,181 $8.1M
MML Investors Services, LLC 0.02% Add +7.7% 132,857 $8.1M
Pensionfund PDN 5.19% No change 131,870 $8.0M
World Investment Advisors 0.16% Add +0.1% 130,813 $8.0M
DAVENPORT & Co LLC 0.04% Add +0.3% 129,844 $7.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -7.5% 129,802 $7.9M
Park National Corp. 0.24% Reduce -3.0% 128,442 $7.8M
Mercer Global Advisors Inc. 0.01% Add +9.2% 126,828 $7.7M
Foster Victor Wealth Advisors, LLC 0.48% Add +4.8% 127,167 $7.7M
Windle Wealth, LLC 3.43% Reduce -1.4% 126,176 $7.7M
Captrust Financial Advisors 0.02% Add +0.3% 124,989 $7.6M
Vanguard Personalized Indexing Management, LLC 0.08% Add +6.4% 124,482 $7.6M
New York Life Investment Management LLC 0.07% Add +1.1% 124,148 $7.5M
Hamilton Capital Partners Inc. 0.31% Add +103.1% 123,442 $7.5M
Dupree Financial Group, LLC 2.91% Add +3.1% 123,385 $7.5M
Zions Bancorporation, National Association 0.37% Reduce -11.6% 122,832 $7.5M
Manning & Napier Advisors LLC 0.09% Add +62.0% 121,540 $7.4M
Skba Capital Management LLC 1.02% Reduce -0.6% 121,011 $7.4M
Woodline Partners LP 0.03% Add +23.7% 120,835 $7.3M
US Bancorp \de 0.01% Reduce -7.2% 119,457 $7.3M
Guggenheim Capital LLC 0.05% Reduce -0.7% 118,174 $7.2M
Canal Capital Management, LLC 1.08% Add +3.0% 117,999 $7.2M
Swedbank AB 0.01% Reduce -0.6% 117,599 $7.1M
Oppenheimer & Co. Inc. 0.09% Add +5.5% 116,625 $7.1M
Liberty One Investment Management, LLC 0.40% Add +29.6% 115,865 $7.0M
Corient Private Wealth LP 0.01% Reduce -21.2% 115,505 $7.0M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 115,368 $7.0M
Marathon Capital Management 1.60% Add +4.5% 114,389 $7.0M
Rafferty Asset Management, LLC 0.02% Reduce -0.1% 114,379 $7.0M
U.S. Capital Wealth Advisors, LLC 0.19% Add +3.8% 113,557 $6.9M
Cerity Partners LLC 0.01% Reduce -1.0% 113,373 $6.9M
Sterling Capital Management LLC 0.10% Add +1.4% 110,572 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.0% 110,400 $6.7M
Stratos Wealth Partners, LTD. 0.08% Add +5.5% 110,242 $6.7M
NorthCoast Asset Management LLC 0.03% Add +2.7% 110,096 $6.7M
J.W. Cole Advisors, Inc. 0.13% Reduce -1.4% 109,988 $6.7M
Kingsview Wealth Management, LLC 0.10% Add +4.1% 108,476 $6.6M
Martin Capital Partners, LLC 2.54% Reduce -0.5% 107,877 $6.6M
&partners 0.04% Add +21.1% 107,346 $6.5M
Country Club Bank 0.39% Reduce -1.1% 107,640 $6.5M
Illinois Municipal Retirement Fund 0.08% Reduce -18.3% 105,661 $6.4M
Oregon Public Employees Retirement Fund 0.08% Add +33.8% 104,450 $6.3M
O'shaughnessy Asset Management, LLC 0.04% Add +28.4% 104,403 $6.3M
Farmers & Merchants Investments Inc. 0.18% Reduce -20.2% 103,316 $6.3M
TCV Trust & Wealth Management, Inc. 0.52% Reduce -0.2% 103,115 $6.3M
Telos Capital Management, Inc. 0.59% Add +2.2% 101,673 $6.2M
Ostrum Asset Management 0.28% Reduce -4.7% 101,252 $6.2M
Mutual of America Capital Management LLC 0.06% Reduce -4.3% 99,104 $6.0M
Janus Henderson Group PLC 0.00% Reduce -27.6% 99,084 $6.0M
Elo Mutual Pension Insurance Co 0.10% Reduce -14.1% 98,531 $6.0M
Pathway Financial Advisers, LLC 1.75% Add +4.4% 98,650 $6.0M
Ensign Peak Advisors, Inc 0.01% Reduce -31.3% 97,134 $5.9M
Ethic Inc. 0.10% Add +14.7% 96,741 $5.9M
OP Asset Management Ltd 0.08% Add +3.5% 95,762 $5.8M
Prairiewood Capital, LLC 1.92% Add +11.0% 95,415 $5.8M
Balyasny Asset Management L.P. 0.01% Add +1056.6% 95,086 $5.8M
Gotham Asset Management 0.03% Reduce -15.6% 94,936 $5.8M
Norinchukin Bank, The 0.08% Add +1.8% 94,362 $5.7M
Pensionfund Sabic 1.56% Reduce -4.1% 94,038 $5.7M
Coldstream Capital Management Inc. 0.08% Add +2.7% 94,010 $5.7M
Davis Selected Advisers 0.03% Add +91.5% 93,580 $5.7M
Carnegie Investment Counsel 0.11% Reduce -1.3% 92,768 $5.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Add +552.9% 91,177 $5.5M
GSI Capital Advisors LLC 3.10% Reduce -31.8% 90,128 $5.5M
Swiss Life Asset Management Ltd 0.03% Add +5.4% 89,768 $5.5M
Mutual Advisors, LLC 0.12% Add +16.2% 89,906 $5.4M
Nordea Investment Management AB 0.00% Add +10.9% 88,699 $5.4M
Pathstone Holdings, LLC 0.02% Add +5.5% 87,974 $5.3M
Alpha Omega Wealth Management LLC 0.88% Add +0.7% 87,151 $5.3M
Federation des caisses Desjardins du Quebec 0.02% Add +4.3% 86,553 $5.3M
Cresset Asset Management, LLC 0.02% Add +2.8% 85,859 $5.2M
Investor's Fiduciary Advisor Network, LLC 1.76% Add +0.3% 85,490 $5.2M
Assetmark, Inc. 0.01% Add +4.2% 84,363 $5.1M
Dearborn Partners LLC 0.24% Add +1.4% 83,410 $5.1M
Consolidated Portfolio Review Corp 0.64% Reduce -0.7% 83,502 $5.1M
Level Four Advisory Services, LLC 0.17% Add +3.4% 82,110 $5.0M
Peapack Gladstone Financial Corp. 0.06% Add +14.9% 81,625 $5.0M
LMG Wealth Partners, LLC 0.90% Add +1.6% 80,037 $4.9M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +133.5% 79,281 $4.8M
Signature Wealth Management Group 1.86% Add +2.2% 78,732 $4.8M
Harrell Investment Partners, LLC 1.13% Reduce -3.1% 78,438 $4.8M
Meridian Wealth Advisors, LLC 0.66% Add +5.9% 76,545 $4.7M
Butensky & Cohen Financial Security, Inc. 1.28% Add +3.4% 75,694 $4.6M
Core Alternative Capital 1.32% Reduce -12.6% 74,965 $4.6M
LVM Capital Management Ltd. 0.44% Reduce -1.3% 74,602 $4.5M
Exchange Traded Concepts, LLC 0.04% Add +23.2% 73,505 $4.5M
Pacer Advisors, Inc. 0.01% Reduce -25.5% 72,929 $4.4M
Private Advisor Group, LLC 0.02% Add +10.8% 72,084 $4.4M
New England Asset Management Inc. 0.59% Add +29.6% 71,835 $4.4M
Tidal Investments LLC 0.02% Add +24.5% 72,153 $4.4M
Focus Partners Wealth 0.01% Add +2.9% 69,477 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 68,545 $4.2M
Baird Financial Group, Inc. 0.01% Add +4.2% 68,384 $4.2M
Valley Wealth Managers, Inc. 0.27% Add +3.2% 66,838 $4.1M
Baugh & Associates, LLC 2.00% Reduce -2.3% 71,613 $4.0M
TD Private Client Wealth LLC 0.09% Add +9.0% 64,581 $3.9M
Dakota Wealth Management 0.08% Reduce -10.3% 64,537 $3.9M
Mizuho Securities USA LLC 0.08% Add +6.7% 66,592 $3.9M
Roffman Miller Associates Inc. 0.22% New 63,904 $3.9M
L & S Advisors Inc 0.42% New 63,851 $3.9M
Agf Management Ltd. 0.02% Add +2.9% 63,346 $3.9M
Kinloch Capital, LLC 1.68% Add +1.9% 63,337 $3.9M
CreativeOne Wealth, LLC 0.09% Add +9.0% 62,885 $3.8M
Truvestments Capital LLC 0.69% Add +1.3% 62,690 $3.8M
Marco Investment Management LLC 0.29% Reduce -0.2% 62,603 $3.8M
Sit Investment Associates Inc. 0.08% Reduce -9.0% 61,991 $3.8M
Beacon Financial Group 0.37% Reduce -6.2% 61,568 $3.7M
Naviter Wealth, LLC 0.43% Add +9.1% 61,434 $3.7M
WealthPLAN Partners, LLC 0.56% Add +0.7% 60,932 $3.7M
Sigma Planning Corp 0.10% Reduce -0.0% 60,368 $3.7M
Bfsg, LLC 0.35% Add +3.4% 59,826 $3.6M
Bard Financial Services, Inc. 0.40% Reduce -3.3% 59,225 $3.6M
Atria Investments, Inc 0.04% Reduce -10.8% 57,767 $3.5M
Candriam S.C.A. 0.02% Add +0.2% 57,007 $3.5M
Verition Fund Management LLC 0.02% Add +0.4% 56,934 $3.5M
Presima Securities ULC 0.95% Add +4.0% 56,816 $3.5M
Kentucky Retirement Systems 0.10% Add +1.7% 56,784 $3.5M
Lido Advisors, LLC 0.01% Add +17.0% 56,749 $3.4M
Gold Investment Management Ltd. 1.16% Add +0.3% 56,665 $3.4M
DoubleLine ETF Adviser LP 1.03% Add +6.0% 56,309 $3.4M
Old National Bancorp 0.06% New 55,784 $3.4M
Virginia Wealth Management Group, Inc. 1.93% Add +3.8% 55,238 $3.4M
Linscomb Wealth, Inc. 0.14% New 55,104 $3.3M
Highland Capital Management, LLC 0.17% Reduce -0.7% 54,982 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.1% 54,399 $3.3M
Azimuth Capital Investment Management LLC 0.12% Add +0.1% 54,388 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 54,000 $3.3M
Southland Equity Partners LLC 0.66% Reduce -1.0% 53,899 $3.3M
MSH Capital Advisors LLC 0.88% No change 53,741 $3.3M
Hartford Investment Management Co. 0.10% Reduce -1.9% 53,425 $3.2M
RFG Advisory, LLC 0.07% Add +2.8% 52,914 $3.2M
Slagle Financial, LLC 1.18% Add +4.0% 52,894 $3.2M
Cohen Investment Advisors LLC 1.54% Add +11.7% 52,166 $3.2M
North Star Investment Management Corp. 0.20% Reduce -1.1% 51,853 $3.2M
IFP Advisors, Inc 0.08% Reduce -1.8% 51,338 $3.1M
AlphaQuest LLC 0.20% Add +1002.0% 51,319 $3.1M
Silver Lake Advisory, LLC 1.24% Add +1.2% 51,260 $3.1M
Capital Square, LLC 1.59% Add +1.8% 51,164 $3.1M
Intrua Financial, LLC 0.36% Add +4.2% 50,835 $3.1M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.0% 50,824 $3.1M
Brentview Investment Management LLC 1.40% Add +3.6% 50,715 $3.1M
Sequoia Financial Advisors, LLC 0.02% Add +17.0% 50,025 $3.0M
Intact Investment Management Inc. 0.09% No change 49,700 $3.0M
Global Retirement Partners, LLC 0.07% Reduce -0.2% 49,510 $3.0M
Commerzbank Aktiengesellschaft 0.06% Add +4.9% 49,369 $3.0M
Stonebridge Financial Group, LLC 0.26% Add +1.7% 49,304 $3.0M
Shufro Rose & Co. LLC 0.24% No change 51,250 $3.0M
HBW Advisory Services LLC 0.33% Add +3.6% 48,889 $3.0M
Perpetual Ltd 0.04% Reduce -12.0% 48,837 $3.0M
Symphony Financial, Ltd. Co. 0.36% Add +1.8% 48,638 $2.9M
Two Sigma Investments, LP 0.00% Add +12.5% 48,252 $2.9M
Capital Investment Advisory Services, LLC 0.23% Add +3.5% 48,248 $2.9M
Hutner Capital Management Inc. 1.24% Add +6.8% 48,206 $2.9M
Edmp, Inc. 2.32% Add +2.9% 48,149 $2.9M
Tredje AP-fonden 0.02% No change 48,057 $2.9M
Louisiana State Employees Retirement System 0.05% Add +0.8% 48,000 $2.9M
Fifth Third Bancorp 0.01% Reduce -5.2% 47,845 $2.9M
Frank, Rimerman Advisors LLC 0.18% Add +9.0% 46,783 $2.8M
First Financial Bank - Trust Division 0.24% Reduce -2.0% 46,540 $2.8M
Arkadios Wealth Advisors 0.07% Add +17.4% 46,179 $2.8M
Squarepoint Ops LLC 0.01% Reduce -76.2% 46,088 $2.8M
Wedbush Securities Inc. 0.09% Add +46.5% 46,031 $2.8M
First Foundation Advisors 0.10% Reduce -28.4% 45,817 $2.8M
Maryland State Retirement & Pension System 0.06% Add +3.9% 45,093 $2.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -17.9% 44,800 $2.7M
Adams Asset Advisors, LLC 0.36% Add +5.5% 44,653 $2.7M
Perkins Coie Trust Co 0.51% Add +10.6% 44,273 $2.7M
Goepper Burkhardt LLC 0.92% Add +10.4% 44,236 $2.7M
Securian Asset Management, Inc. 0.07% Reduce -6.5% 44,155 $2.7M
Leslie Global Wealth, LLC 1.25% Add +994.3% 44,013 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.7% 44,006 $2.7M
Quadrant Capital Group LLC 0.09% Add +49.2% 43,805 $2.7M
Rodgers Brothers Inc. 0.33% Reduce -6.2% 43,600 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -26.1% 42,883 $2.6M
First Bank & Trust 0.44% Add +0.2% 42,869 $2.6M
Resources Management Corp. /CT/ 0.34% Reduce -0.1% 42,791 $2.6M
DMKC Advisory Services, LLC 1.32% New 42,764 $2.6M
AIA Group Ltd 0.05% Add +160.4% 42,409 $2.6M
Investment Management Corp of Ontario 0.04% Add +93.7% 42,295 $2.6M
Keybank National Association 0.01% Reduce -2.9% 42,193 $2.6M
Sowell Financial Services LLC 0.10% Add +30.1% 41,773 $2.5M
LongView Wealth Management 0.69% Add +10.0% 41,667 $2.5M
Nomura Holdings Inc. 0.01% New 41,374 $2.5M
Florida Trust Wealth Management Co 0.07% Add +0.5% 41,235 $2.5M
Independent Financial Group, LLC 0.06% Add +4.4% 41,180 $2.5M
Measured Risk Portfolios, Inc. 2.71% Add +1.3% 41,125 $2.5M
Verdence Capital Advisors LLC 0.14% Add +5.7% 41,135 $2.5M
Allstate Corp. 0.06% Add +402.0% 40,840 $2.5M
New Mexico Educational Retirement Board 0.08% Reduce -0.2% 40,800 $2.5M
JBR Co Financial Management Inc 1.05% Add +20.9% 40,785 $2.5M
Stonebrook Private Inc. 0.53% Add +4.6% 40,325 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 40,417 $2.4M
Equitable Holdings, Inc. 0.02% Add +9.4% 39,731 $2.4M
OMC Financial Services LTD 0.89% Reduce -0.4% 39,562 $2.4M
M&T Bank Corp 0.01% Reduce -67.7% 39,433 $2.4M
Alliance Wealth Advisors, LLC 0.56% Add +3.7% 39,152 $2.4M
Sagespring Wealth Partners, LLC 0.05% Add +8.6% 38,557 $2.3M
Brown Miller Wealth Management, LLC 0.66% Add +4.0% 38,541 $2.3M
Diversify Wealth Management, LLC 0.13% New 39,928 $2.3M
Burns Matteson Capital Management, LLC 0.96% Reduce -2.7% 42,382 $2.3M
Wealthcare Advisory Partners LLC 0.05% Add +16.4% 37,693 $2.3M
GeoWealth Management, LLC 0.08% Add +1.7% 37,589 $2.3M
Asset Planning,Inc 1.64% Reduce -0.7% 37,330 $2.3M
Colonial Trust Advisors 0.17% Reduce -1.1% 37,129 $2.3M
Merit Financial Group, LLC 0.02% Add +1.6% 37,105 $2.3M
AG2R La Mondiale Gestion D'actifs 0.12% No change 38,871 $2.2M
Ignite Planners, LLC 0.36% Add +0.1% 36,614 $2.2M
Vanderbilt University 0.36% Add +13.7% 36,058 $2.2M
Clearstead Trust, LLC 0.37% Add +1398.4% 36,022 $2.2M
Inspire Trust Co, N.A. 0.40% Add +16.1% 36,000 $2.2M
Security National Bank of Sioux City Iowa 1.42% Add +0.3% 35,905 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +40.5% 35,742 $2.2M
Waverly Advisors, LLC 0.02% Add +5.1% 35,653 $2.2M
Morningstar Investment Management LLC 0.08% New 35,459 $2.2M
ICW Investment Advisors LLC 0.78% Add +5.5% 35,241 $2.1M
Choreo, LLC 0.03% Add +23.0% 34,955 $2.1M
Fulton Bank, N.A. 0.07% Reduce -2.7% 34,846 $2.1M
Crossmark Global Holdings, Inc. 0.03% Add +0.1% 34,804 $2.1M
Gladstone Institutional Advisory LLC 0.08% Add +6.6% 34,611 $2.1M
Harvest Portfolios Group Inc. 0.04% Add +2.5% 34,387 $2.1M
Mystic Asset Management, Inc. 0.47% Add +3.0% 33,935 $2.1M
Integrated Wealth Concepts LLC 0.02% Reduce -14.7% 33,928 $2.1M
Blair William & Co. 0.01% Add +81.4% 33,674 $2.0M
UMB Bank, n.a. 0.03% Reduce -2.1% 33,645 $2.0M
Coppell Advisory Solutions LLC 0.22% Reduce -0.4% 33,775 $2.0M
Peterson Wealth Services 0.51% Reduce -90.3% 3,233 $2.0M
Blackhawk Capital Partners, LLC 0.79% Reduce -8.2% 33,500 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +10.6% 33,495 $2.0M
Signaturefd, LLC 0.03% Add +6.4% 33,188 $2.0M
Summit Financial, LLC 0.03% Add +2.1% 32,589 $2.0M
PFG Investments, LLC 0.10% Add +20.0% 32,293 $2.0M
Belpointe Asset Management LLC 0.07% Reduce -17.5% 31,983 $1.9M
Black Swift Group, LLC 0.34% Add +22.9% 31,740 $1.9M
Altman Advisors, Inc. 0.73% Add +1.4% 31,514 $1.9M
Summit Trail Advisors, LLC 0.03% Add +313.2% 31,342 $1.9M
Schnieders Capital Management, Llc. 0.30% — 30,872 $1.9M
WealthShield Partners, LLC 0.21% Reduce -0.7% 30,739 $1.9M
Spirit of America Management Corp. 0.37% Add +1.7% 30,633 $1.9M
Jamison Private Wealth Management, Inc. 0.24% Add +14.9% 30,565 $1.9M
Prosperity Consulting Group, LLC 0.09% Reduce -5.2% 30,502 $1.9M
Asset Planning Corporation 0.88% Reduce -1.2% 30,467 $1.9M
ZWJ Investment Counsel Inc. 0.06% Add +3.7% 30,127 $1.8M
Empowered Funds, LLC 0.02% Add +44.0% 30,211 $1.8M
Kempner Capital Management Inc. 1.52% Reduce -45.2% 30,073 $1.8M
Caxton Associates LLP 0.05% New 30,014 $1.8M
Intech Investment Management LLC 0.02% Add +20.9% 29,885 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.7% 29,787 $1.8M
Nicholson Wealth Management Group, LLC 1.06% Add +3.6% 29,780 $1.8M
Bowman & Co S.C. 0.76% Add +0.4% 29,631 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +8.3% 29,470 $1.8M
Natixis 0.01% New 29,431 $1.8M
Texas Yale Capital Corp. 0.06% No change 29,304 $1.8M
Stanley-Laman Group, Ltd. 0.25% No change 29,303 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.2% 29,141 $1.8M
Essex Financial Services, Inc. 0.11% Reduce -2.3% 29,139 $1.8M
NorthRock Partners, LLC 0.03% Add +47.0% 29,042 $1.8M
IFG Advisory, LLC 0.08% Add +1.3% 28,828 $1.8M
Penserra Capital Management LLC 0.02% Add +3.1% 28,853 $1.8M
Principal Securities, Inc. 0.03% Add +6.1% 28,366 $1.7M
Horizon Investments, LLC 0.02% Add +98.4% 28,609 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +3.4% 28,105 $1.7M
Raleigh Capital Management Inc. 0.65% Add +3.8% 28,087 $1.7M
Gateway Investment Advisers LLC 0.02% Reduce -0.3% 28,075 $1.7M
SG Americas Securities, LLC 0.01% Reduce -72.2% 28,058 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.64% Reduce -6.0% 28,074 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +8.0% 27,921 $1.7M
Hilltop Holdings Inc. 0.09% Add +24.9% 27,903 $1.7M
Confluence Wealth Services, Inc. 0.08% Add +2.6% 27,786 $1.7M
Tower Research Capital LLC (TRC) 0.05% Add +21.6% 27,755 $1.7M
Donald L. Hagan, LLC 0.82% Reduce -3.5% 27,568 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +12.5% 27,550 $1.7M
Castle Rock Wealth Management, LLC 0.37% Add +1.4% 27,804 $1.7M
Colonial Trust Co / SC 0.22% Add +1.5% 27,274 $1.7M
FJ Capital Management LLC 0.17% New 26,865 $1.6M
Loudon Investment Management, LLC 0.85% Add +2.6% 26,855 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +45.2% 26,657 $1.6M
Robeco Institutional Asset Management B.V. 0.00% No change 26,619 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -10.9% 26,446 $1.6M
Parsons Capital Management Inc. 0.09% Reduce -21.1% 26,222 $1.6M
GAMCO Investors 0.02% No change 26,165 $1.6M
Apollon Wealth Management, LLC 0.03% Add +34.5% 26,032 $1.6M
Ossiam 0.02% Reduce -12.0% 25,754 $1.6M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -2.1% 25,712 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.30% Add +70.7% 25,688 $1.6M
Econ Financial Services Corp 0.78% New 25,647 $1.6M
Security National Bank of So Dak 0.77% Reduce -1.9% 25,348 $1.5M
Wealth Alliance, LLC 0.16% Reduce -10.5% 25,298 $1.5M
Tiaa Trust, National Association 0.00% Reduce -89.2% 25,221 $1.5M
Advisory Services Network, LLC 0.02% Reduce -0.5% 25,128 $1.5M
Investment Advisory Group, LLC 0.41% Reduce -1.5% 24,856 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +7.9% 24,823 $1.5M
Point Windward Advisors Inc. 0.71% Add +7.7% 24,660 $1.5M
Mufg Securities Americas Inc. 0.10% Add +23.2% 24,655 $1.5M
HB Wealth Management, LLC 0.01% Add +9.3% 24,531 $1.5M
Magnolia Capital Advisors LLC 0.39% Reduce -1.2% 24,285 $1.5M
Moors & Cabot, Inc. 0.06% Reduce -3.0% 24,280 $1.5M
Prosperity Planning, Inc. 0.56% No change 24,266 $1.5M
Bleakley Financial Group, LLC 0.03% Add +1.4% 24,249 $1.5M
Linden Thomas Advisory Services, LLC 0.15% Add +1.6% 24,237 $1.5M
Schaper Benz & Wise Investment Counsel Inc. 0.11% Add +0.9% 24,196 $1.5M
DRW Securities, LLC 0.08% Add +271.9% 24,246 $1.5M
Redwood Investment Management, LLC 0.16% Reduce -22.8% 24,109 $1.5M
Ameritas Advisory Services, LLC 0.10% Add +157.0% 24,090 $1.5M
Harbour Investments, Inc. 0.03% Add +2.8% 23,993 $1.5M
XTX Topco Ltd 0.08% Reduce -33.5% 23,828 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Add +0.4% 23,801 $1.4M
Benedict Financial Advisors Inc. 0.31% Add +5.2% 23,687 $1.4M
Andrew Hill Investment Advisors, Inc. 1.12% Reduce -1.2% 23,674 $1.4M
Concurrent Investment Advisors, LLC 0.02% Add +0.3% 23,149 $1.4M
Vision Financial Markets LLC 1.20% Add +1823.6% 23,102 $1.4M
Trust Investment Advisors 0.79% Add +2.8% 23,088 $1.4M
Glenmede Investment Management, LP 0.01% Add +3.5% 23,064 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -22.2% 23,049 $1.4M
Vident Advisory, LLC 0.01% Add +13.8% 22,869 $1.4M
Abundance Wealth Counselors 0.24% Add +3.1% 22,736 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +2.1% 22,450 $1.4M
Applied Capital LLC 0.97% Add +1.8% 22,401 $1.4M
Ascentis Independent Advisors 0.23% Reduce -1.2% 22,397 $1.4M
Foresight Capital Management Advisors, Inc. 0.76% Add +2.7% 22,312 $1.4M
Park Avenue Securities LLC 0.01% Add +1.9% 22,253 $1.4M
1834 Investment Advisors Co. 0.16% New 21,279 $1.3M
Caisse Des Depots Et Consignations 0.05% Reduce -56.1% 21,260 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +88.2% 21,129 $1.3M
Versor Investments LP 0.24% Add +6.3% 21,070 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -17.2% 21,002 $1.3M
V-Square Quantitative Management LLC 0.21% Add +0.6% 20,960 $1.3M
Commerce Bank 0.01% Add +18.3% 20,815 $1.3M
Meiji Yasuda Life Insurance Co 0.04% Add +2.0% 20,731 $1.3M
Convergence Financial, LLC 0.19% Add +2.3% 20,673 $1.3M
Investors Research Corp 0.23% No change 20,619 $1.3M
Prudential PLC 0.01% No change 20,556 $1.2M
Naples Global Advisors, LLC 0.10% Add +5.2% 20,555 $1.2M
AE Wealth Management LLC 0.01% Add +15.2% 20,329 $1.2M
Blackstone Inc. 0.01% New 20,222 $1.2M
New Insight Wealth Advisors 0.46% Add +39.9% 20,124 $1.2M
Farther Finance Advisors, LLC 0.02% Add +14.9% 20,085 $1.2M
Ontario Teachers Pension Plan Board 0.03% New 19,980 $1.2M
Founders Financial Securities LLC 0.08% Reduce -7.0% 19,978 $1.2M
Perigon Wealth Management, LLC 0.02% Add +40.7% 19,856 $1.2M
Savant Capital, LLC 0.01% Add +3.0% 19,818 $1.2M
GC Wealth Management RIA, LLC 0.04% Add +59.7% 19,733 $1.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.42% No change 19,670 $1.2M
Broadwater Capital Management LLC 0.87% Reduce -98.3% 19,630 $1.2M
Kesler, Norman & Wride, LLC 0.23% Reduce -20.8% 22,217 $1.2M
Independent Advisor Alliance 0.03% Add +7.2% 19,352 $1.2M
Modern Wealth Management, LLC 0.02% Add +0.3% 19,336 $1.2M
Bay Rivers Group 0.49% Reduce -2.7% 19,289 $1.2M
N.E.W. Advisory Services LLC 0.10% Add +9.8% 19,224 $1.2M
Money Concepts Capital Corp. 0.07% Add +4.8% 19,171 $1.2M
Inspire Advisors, LLC 0.11% Add +13.8% 19,159 $1.2M
Centaurus Financial, Inc. 0.05% Reduce -6.6% 18,854 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -50.4% 18,820 $1.1M
Van Hulzen Asset Management, LLC 0.08% Add +1.5% 18,740 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +26.2% 18,692 $1.1M
Fairtree Asset Management (Pty) Ltd 0.74% Add +2.7% 18,507 $1.1M
Chesapeake Capital Corp. 1.01% — 18,442 $1.1M
Raiffeisen Bank International AG 0.01% Add +52.6% 18,478 $1.1M
Csenge Advisory Group 0.05% Add +130.1% 18,382 $1.1M
Hager Investment Management Services, LLC 0.60% Add +9.4% 18,328 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -36.5% 18,312 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Add +1.6% 18,176 $1.1M
Goldstone Financial Group, LLC 0.13% Add +28.7% 17,885 $1.1M
Nwam LLC 0.06% Add +1.5% 17,798 $1.1M
Samalin Investment Counsel, LLC 0.37% Add +4.4% 17,720 $1.1M
HighPoint Advisor Group LLC 0.05% Reduce -0.1% 17,669 $1.1M
MUFG Securities EMEA plc 0.03% Add +555.7% 17,500 $1.1M
Diversify Advisory Services, LLC 0.04% New 18,127 $1.1M
Diligent Investors, LLC 0.26% Add +1.2% 17,229 $1.0M
Avior Wealth Management, LLC 0.03% Add +0.2% 17,144 $1.0M
Blue Trust, Inc. 0.01% Reduce -0.7% 17,076 $1.0M
Cascade Financial Partners, LLC 0.12% Add +4.5% 16,900 $1.0M
NewEdge Wealth, LLC 0.01% Reduce -24.6% 18,271 $1.0M
Siemens Fonds Invest GmbH 0.06% Add +0.4% 16,832 $1.0M
Ausdal Financial Partners, Inc. 0.05% Add +4.5% 16,694 $1.0M
Allen Capital Group, LLC 0.10% Reduce -2.8% 16,684 $1.0M
Abel Hall, LLC 0.41% Add +43.8% 16,668 $1.0M
Ballentine Partners, LLC 0.01% Add +7.0% 16,642 $1.0M
RB Capital Management, LLC 0.22% Reduce -0.7% 16,473 $1.0M
LRI Investments, LLC 0.08% Reduce -3.3% 16,448 $1000K
Rwa Wealth Partners, LLC 0.01% Reduce -6.0% 16,448 $1000K
Sage Investment Counsel LLC 1.11% Reduce -1.2% 16,437 $999K
GAMMA Investing LLC 0.05% Add +16.4% 16,293 $990K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +5.0% 16,229 $987K
M Holdings Securities, Inc. 0.21% New 16,149 $982K
Vestmark Advisory Solutions, Inc. 0.02% Add +53.5% 16,107 $979K
Fourpath Capital Management, LLC 0.14% Add +0.2% 16,069 $977K
Retirement Planning Co of New England, Inc. 0.39% Add +0.8% 15,999 $973K
SteelPeak Wealth, LLC 0.03% Add +1.4% 15,990 $972K
Arax Advisory Partners 0.01% Add +1362.9% 15,960 $970K
Bison Wealth, LLC 0.09% Add +5.1% 16,642 $969K
Sunbelt Securities, Inc. 0.07% Add +8.4% 15,900 $967K
Teamwork Financial Advisors, LLC 0.11% Reduce -6.6% 15,873 $965K
Wolverine Trading, LLC 0.02% Add +106.0% 15,928 $964K
RDA Financial Network 0.24% Reduce -5.7% 15,813 $961K
Fiduciary Alliance LLC 0.06% Add +234.5% 15,785 $960K
Stock Yards Bank & Trust Co. 0.03% Reduce -27.6% 15,775 $959K
Fifth Third Wealth Advisors LLC 0.04% Add +5.2% 15,695 $954K
Alpha Cubed Investments, LLC 0.03% Add +5.9% 15,661 $952K
Tred Avon Family Wealth, LLC 0.33% — 15,601 $948K
Infrastructure Capital Advisors, LLC 0.17% Add +8.3% 16,187 $939K
GF Fund Management Co. LTD. 0.02% Reduce -2.4% 15,346 $933K
HBK Sorce Advisory LLC 0.02% Add +1.3% 15,578 $926K
Roehl & Yi Investment Advisors, LLC 0.40% Reduce -3.3% 15,182 $923K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -8.3% 15,128 $920K
Kornitzer Capital Management Inc. 0.02% No change 15,040 $914K
First National Trust Co 0.03% Reduce -0.2% 14,929 $908K
Chicago Partners Investment Group LLC 0.02% Add +8.5% 15,294 $906K
Compass Ion Advisors, LLC 0.09% Reduce -1.2% 14,854 $903K
Stephens Inc. 0.01% Reduce -6.5% 14,813 $900K
Clifford Swan Investment Counsel LLC 0.03% Add +3.8% 14,801 $900K
Signal Advisors Wealth, LLC 0.08% New 14,801 $900K
Denver Wealth Management, Inc. 0.33% Add +1.1% 14,682 $893K
Armstrong, Fleming & Moore, Inc 0.43% Reduce -5.6% 14,682 $893K
Polymer Capital Management (US) LLC 0.12% New 14,622 $889K
CenterStar Asset Management, LLC 1.69% New 14,610 $888K
Focus Financial Network, Inc. 0.03% Add +8.5% 14,561 $885K
Harbor Investment Advisory, LLC 0.07% Add +0.5% 14,535 $884K
Tema ETFs LLC 0.07% New 14,447 $878K
Prospera Financial Services Inc 0.01% Reduce -2.8% 14,407 $876K
Richard Bernstein Advisors LLC 0.02% Reduce -55.7% 14,364 $873K
Nicholas Wealth, LLC. 0.63% Add +33.6% 14,272 $868K
Meeder Advisory Services, Inc. 0.04% Add +3.7% 14,253 $866K
Perennial Investment Advisors, LLC 0.07% Reduce -1.5% 14,113 $858K
Silver Oak Securities, Incorporated 0.06% Add +6.2% 13,995 $851K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -60.8% 13,975 $850K
Jump Financial, LLC 0.01% Add +140.9% 13,859 $842K
Duncker Streett & Co. Inc. 0.15% Add +0.1% 13,813 $840K
Channel Wealth LLC 0.22% Reduce -17.3% 13,797 $839K
Turning Point Benefit Group, Inc. 0.51% Add +14.6% 13,870 $839K
Hancock Whitney Corp. 0.02% Reduce -33.0% 13,784 $838K
Patron Partners, LLC 0.38% Add +4.8% 13,724 $834K
Verus Capital Partners, LLC 0.06% Reduce -0.4% 13,613 $828K
Pacifica Partners Inc. 0.29% Add +0.3% 13,598 $822K
Chiron Capital Management, LLC 0.70% Reduce -18.4% 13,497 $820K
LDR Capital Management LLC 2.23% New 13,460 $818K
Vawter Financial, Ltd. 0.37% New 13,451 $818K
Prestige Wealth Management Group LLC 0.16% Add +5.6% 13,443 $817K
PFW Advisors LLC 0.24% Reduce -0.2% 13,217 $803K
LM Advisors LLC 0.12% Reduce -11.1% 13,215 $803K
Cozad Asset Management Inc. 0.06% Add +187.4% 13,185 $801K
Jeppson Wealth Management, LLC 0.25% Reduce -2.6% 13,105 $797K
WESPAC Advisors, LLC 0.46% New 13,064 $794K
Global X Japan Co., Ltd. 0.07% Reduce -0.1% 13,051 $793K
San Luis Wealth Advisors LLC 0.14% Add +16.1% 13,037 $793K
Creative Financial Designs Inc. 0.05% Add +608.6% 12,989 $790K
Moseley Investment Management Inc. 0.24% Reduce -4.6% 12,935 $786K
Sterling Financial Planning, Inc. 0.25% Add +0.1% 12,791 $778K
Generali Asset Management SPA SGR 0.02% Add +6.5% 12,790 $778K
Flow Traders U.S. LLC 0.03% New 12,746 $775K
HUB Investment Partners, LLC 0.03% Add +74.8% 12,740 $774K
Callan Family Office, LLC 0.02% Reduce -30.3% 12,583 $765K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.7% 12,564 $764K
CHICAGO TRUST Co NA 0.11% Add +59.4% 12,358 $751K
Checchi Capital Advisers, LLC 0.05% Reduce -13.3% 12,347 $751K
Pasadena Private Wealth, LLC 0.11% Reduce -34.4% 12,301 $748K
Kentucky Trust Co 0.40% Add +15.7% 12,285 $747K
Greenleaf Trust 0.01% Add +2.5% 12,148 $738K
Wilmington Savings Fund Society, FSB 0.02% Reduce -31.8% 12,132 $738K
Kingswood Wealth Advisors, LLC 0.04% Add +4.8% 12,033 $731K
Resurgent Financial Advisors LLC 0.36% New 11,936 $726K
William Allan Corp 0.41% Add +2.6% 11,935 $726K
Demars Financial Group, LLC 0.25% Reduce -1.2% 11,736 $713K
Portside Wealth Group, LLC 0.10% Add +2.7% 11,659 $709K
Beaumont Asset Management, L.L.C. 0.36% Reduce -1.9% 11,637 $707K
American National Bank & Trust 0.07% No change 11,559 $703K
Brown Advisory Inc. 0.00% Reduce -1.9% 11,370 $691K
Segall Bryant & Hamill, LLC 0.01% No change 11,333 $689K
Manske Wealth Management 0.21% Add +1.8% 11,331 $689K
Cornercap Investment Counsel Inc. 0.34% Reduce -1.6% 11,313 $688K
Romano Brothers and Company 0.08% Reduce -5.1% 11,268 $685K
OneDigital Investment Advisors LLC 0.01% Add +26.3% 11,254 $684K
Oak Hill Wealth Advisors, LLC 0.13% Add +6.0% 11,185 $680K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -4.5% 11,480 $680K
SVB Wealth LLC 0.04% Reduce -26.9% 11,128 $676K
First Affirmative Financial Network 0.32% Add +13.7% 11,039 $671K
Magnolia Capital Management Ltd. 0.51% No change 11,025 $670K
SlateStone Wealth, LLC 0.06% No change 10,985 $668K
Mosaic Family Wealth Partners, LLC 0.08% Add +0.1% 11,012 $667K
Keynote Financial Services LLC 0.41% Add +33.6% 10,956 $666K
Aptus Capital Advisors, LLC 0.01% Add +6.5% 10,844 $659K
Vontobel Holding Ltd. 0.00% New 10,832 $658K
Profund Advisors LLC 0.02% Add +1.2% 10,786 $656K
Ascentis Wealth Management, LLC 0.16% Add +42.0% 10,757 $654K
Praxis Investment Management Inc. 0.04% No change 10,720 $652K
Cullen/Frost Bankers, Inc. 0.01% No change 10,708 $651K
Strategic Blueprint, LLC 0.03% Reduce -1.4% 10,654 $648K
FLC Capital Advisors 0.12% Add +7.9% 10,586 $644K
Saxon Interests, Inc. 0.25% Add +2.1% 10,930 $642K
Summa Corp. 0.28% No change 10,500 $638K
Intrust Bank NA 0.05% Add +4.7% 10,417 $633K
Keyes, Stange & Wooten Wealth Management, LLC 0.31% Reduce -0.4% 10,384 $631K
Powers Advisory Group, LLC 0.25% Reduce -1.9% 10,319 $627K
Tarbox Family Office, Inc. 0.09% Reduce -1.9% 10,244 $623K
Lanark Financial, Inc. 0.05% Reduce -6.3% 10,220 $621K
Crane Advisory, LLC 0.10% Reduce -3.8% 10,545 $619K
Abner Herrman & Brock LLC 0.06% New 10,000 $608K
Family Legacy, Inc. 0.19% No change 9,981 $607K
Keystone Financial Group 0.05% Add +0.4% 9,952 $605K
Harbour Trust & Investment Management Co 0.06% Reduce -4.8% 9,913 $603K
Wealthspire Retirement, LLC 0.04% Add +1.3% 9,893 $601K
CX Institutional 0.02% Add +113.3% 9,885 $601K
Principle Wealth Partners LLC 0.03% No change 9,881 $601K
Founders Financial Alliance, LLC 0.11% Add +46.2% 9,831 $598K
Bailard, Inc. 0.01% Add +0.2% 9,818 $597K
Elevation Point Wealth Partners, LLC 0.04% Add +44.0% 9,785 $595K
Glen Eagle Advisors, LLC 0.08% Reduce -2.8% 9,765 $594K
Private Trust Co. NA 0.05% Reduce -7.5% 9,679 $588K
HHM Wealth Advisors, LLC 0.07% Reduce -7.2% 9,638 $586K
LaSalle St. Investment Advisors, LLC 0.10% Add +0.2% 9,465 $575K
Bessemer Group Inc. 0.00% Add +16.4% 9,470 $574K
Buckley Wealth Management, LLC 0.16% Reduce -3.1% 9,384 $570K
Compound Planning, Inc. 0.02% Add +36.7% 9,358 $569K
Ellis Investment Partners, LLC 0.10% Add +28.3% 9,215 $560K
Atlantic Union Bankshares Corp 0.01% New 9,193 $559K
Atticus Wealth Management, LLC 0.14% Add +56.3% 9,188 $559K
Virtu Financial LLC 0.03% New 9,180 $558K
111 Capital 0.11% New 9,130 $555K
Quad-Cities Investment Group, LLC 0.24% Add +0.1% 9,120 $554K
Moneta Group Investment Advisors LLC 0.00% Reduce -6.2% 9,019 $548K
Krilogy Financial LLC 0.02% New 9,649 $542K
Jacobi Capital Management LLC 0.03% Add +2.9% 8,892 $541K
Jane Street Group, LLC 0.00% New 8,867 $539K
Everhart Financial Group, Inc. 0.05% Add +19.1% 8,827 $537K
CWA Asset Management Group, LLC 0.02% Add +8.6% 8,816 $536K
Westpac Banking Corp. 0.03% Reduce -12.5% 8,766 $533K
Griffin Asset Management, Inc. 0.06% Reduce -4.0% 8,743 $531K
Clear Creek Financial Management, LLC 0.05% Add +3.3% 8,739 $531K
Code Waechter LLC 0.35% Add +2.2% 9,016 $530K
Cigna Investments Inc. 0.07% No change 8,703 $529K
Gen-Wealth Partners Inc 0.18% Reduce -6.6% 8,647 $526K
Parallax Volatility Advisers, L.P. 0.02% New 8,555 $520K
Valeo Financial Advisors, LLC 0.01% Add +1.1% 8,476 $515K
CAP Partners, LLC 0.29% Add +1.5% 8,388 $510K
NovaPoint Capital, LLC 0.12% New 8,379 $509K
Cary Street Partners Financial LLC 0.01% Add +5.0% 8,373 $509K
Associated Banc-Corp 0.01% Reduce -16.7% 8,309 $505K
Erste Asset Management GmbH 0.00% Reduce -34.7% 8,303 $503K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.3% 8,221 $500K
GTS Securities LLC 0.02% Reduce -3.0% 8,200 $498K
Beacon Investment Advisors LLC 0.20% Reduce -2.5% 8,135 $495K
Arcataur Capital Management LLC 0.15% No change 8,132 $494K
Cadence Bank 0.03% Add +47.1% 8,130 $494K
Larson Financial Group LLC 0.02% Add +9.9% 8,117 $493K
Arete Wealth Advisors, LLC 0.03% Reduce -0.4% 8,086 $492K
WFA of San Diego, LLC 0.33% Reduce -0.6% 8,047 $489K
FSB Premier Wealth Management, Inc. 0.16% Add +13.7% 8,037 $489K
Summit Financial Wealth Advisors, LLC 0.08% No change 8,080 $489K
Howard Capital Management Group, LLC 0.03% New 8,000 $486K
Flputnam Investment Management Co. 0.01% Reduce -7.2% 7,995 $486K
Regal Investment Advisors LLC 0.03% Add +10.1% 7,991 $486K
Certuity, LLC 0.03% Add +6.8% 7,976 $485K
Focused Wealth Management, Inc 0.05% Add +0.5% 7,961 $484K
Clearstead Advisors, LLC 0.01% Reduce -68.8% 7,959 $484K
Wedmont Private Capital 0.02% Add +66.3% 8,068 $481K
Mather Group, Llc. 0.00% Add +0.2% 7,910 $481K
Brighton Jones LLC 0.01% Add +11.8% 7,839 $477K
Trueblood Wealth Management, LLC 0.19% Reduce -0.4% 7,837 $476K
Wealth Quarterback LLC 0.18% Add +17.5% 7,831 $476K
Scott Capital Advisors, LLC 0.11% Add +102.6% 7,996 $472K
Tactive Advisors, LLC 0.13% Add +8.1% 7,729 $470K
Discipline Wealth Solutions, LLC 0.12% New 7,718 $469K
Sage Private Wealth Group, LLC 0.26% Add +11.6% 7,674 $467K
MFA Wealth Services 0.32% Add +8.7% 7,672 $466K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -1.7% 7,651 $465K
FourThought Financial Partners, LLC 0.04% Reduce -3.7% 7,584 $461K
ETF Store, Inc. 0.49% Add +10.3% 7,574 $460K
XML Financial, LLC 0.04% Add +1.6% 7,549 $459K
American Investment Services, Inc. 0.11% Reduce -5.1% 7,526 $458K
Fortis Group Advisors, LLC 0.08% Reduce -16.1% 7,728 $451K
Alteri Wealth LLC 0.15% Add +3.0% 7,398 $450K
Great Lakes Advisors, LLC 0.00% Add +50.8% 7,378 $449K
Aster Capital Management (DIFC) Ltd 0.23% New 7,353 $447K
SMH Capital Advisors Inc. 0.91% Add +0.2% 7,698 $446K
Integrity Alliance, Llc. 0.02% Add +24.6% 7,308 $444K
Financial Management Network Inc. 0.07% Reduce -19.0% 7,417 $444K
Center for Financial Planning, Inc. 0.05% Add +8.5% 7,303 $444K
Tempus Wealth Planning, LLC 0.10% Add +20.3% 7,297 $444K
Seamount Financial Group Inc. 0.21% Add +10.1% 7,262 $441K
Regions Financial Corp. 0.00% Reduce -1.4% 7,210 $438K
Walker Asset Management, LLC 0.25% Add +1.2% 7,205 $438K
Lederer & Associates Investment Counsel 0.28% Add +1.1% 7,163 $435K
Koshinski Asset Management, Inc. 0.03% Add +32.3% 7,150 $435K
Journey Strategic Wealth LLC 0.01% Add +32.2% 7,081 $430K
Insigneo Advisory Services, LLC 0.03% Reduce -5.0% 7,045 $428K
Integrated Advisors Network LLC 0.02% Add +3.1% 7,038 $428K
NorthStar Asset Management LLC 0.20% Add +4.0% 7,009 $426K
Vise Technologies, Inc. 0.02% Reduce -35.2% 7,003 $426K
Sovran Advisors, LLC 0.04% Reduce -12.2% 7,287 $422K
AlphaCore Capital LLC 0.01% Reduce -5.3% 6,921 $421K
CI Investments Inc. 0.00% Add +14.1% 6,903 $420K
Cyndeo Wealth Partners, LLC 0.02% Add +1.2% 6,906 $420K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.9% 6,903 $420K
Anb Bank 0.17% Add +28.1% 6,852 $417K
NorthCrest Asset Manangement, LLC 0.01% New 6,982 $416K
Investmark Advisory Group LLC 0.18% Add +0.7% 6,847 $416K
Norden Group LLC 0.04% Add +4.7% 6,844 $416K
Fluent Financial, LLC 0.16% New 6,838 $416K
Meadowbrook Wealth Management, LLC 0.43% — 6,833 $415K
CFS Investment Advisory Services, LLC 0.03% Reduce -1.5% 6,902 $414K
Benchmark Investment Advisors LLC 0.24% — 6,800 $413K
AllSquare Wealth Management LLC 0.22% Add +4.6% 6,797 $413K
Golden State Wealth Management, LLC 0.05% Reduce -2.3% 6,774 $412K
Financial Partners Group, Inc 0.05% Reduce -2.2% 6,730 $409K
PFG Advisors 0.02% Add +31.0% 6,726 $409K
Pinnacle Associates Ltd. 0.01% Reduce -0.6% 6,638 $404K
Cherry Creek Investment Advisors, Inc. 0.17% Add +1.4% 6,601 $401K
Panagora Asset Management Inc. 0.00% No change 6,531 $397K
Community Bank & Trust, Waco, Texas 0.08% Add +5.8% 6,527 $397K
Revisor Wealth Management LLC 0.14% Reduce -15.1% 6,735 $397K
First County Bank 0.20% Reduce -1.5% 6,477 $394K
Shell Asset Management Co. 0.04% Reduce -26.3% 6,431 $391K
MeadowBrook Investment Advisors LLC 0.34% Add +4.9% 6,415 $390K
Blue Fin Capital, Inc. 0.06% Reduce -2.1% 6,396 $389K
Visionary Wealth Advisors 0.02% Add +15.5% 6,394 $389K
Fullcircle Wealth LLC 0.14% No change 6,873 $386K
Excalibur Management Corp. 0.14% Add +0.6% 6,337 $385K
Howard Capital Management, LLC 0.01% Add +3.3% 6,331 $385K
Tiemann Investment Advisors, LLC 0.15% Reduce -2.9% 6,300 $383K
MBM Wealth Consultants, LLC 0.09% Add +4.0% 6,251 $380K
Atlanta Consulting Group Advisors, LLC 0.09% Add +14.3% 6,245 $380K
Spire Wealth Management 0.01% Add +38.1% 6,223 $378K
Investment Research Partners LLC 0.17% — 6,459 $377K
Keystone Wealth Services, LLC 0.08% Add +58.3% 6,199 $377K
Daymark Wealth Partners, LLC 0.01% Add +42.6% 6,195 $377K
Citizens National Bank Trust Department 0.07% Reduce -7.7% 6,188 $376K
Park Place Capital Corp 0.08% Add +0.5% 6,175 $375K
Aprio Wealth Management, LLC 0.04% New 6,167 $375K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -20.4% 6,163 $375K
Premier Path Wealth Partners, LLC 0.05% Add +5.0% 6,125 $372K
Autumn Glory Partners, LLC 0.15% Add +24.2% 6,085 $370K
SkyView Investment Advisors, LLC 0.05% Add +0.1% 6,014 $366K
Leo Wealth, LLC 0.05% Add +1.8% 6,015 $366K
Trace Wealth Advisors, LLC 0.27% No change 6,000 $365K
Smartleaf Asset Management LLC 0.02% Add +106.7% 5,999 $363K
Ingalls & Snyder LLC 0.01% Reduce -11.8% 5,963 $362K
Severin Investments, LLC 0.32% Add +0.7% 5,947 $361K
Stratos Wealth Advisors, LLC 0.02% Reduce -5.6% 5,893 $358K
Pallas Capital Advisors LLC 0.01% Add +66.0% 5,861 $356K
180 Wealth Advisors, LLC 0.04% Add +6.8% 5,851 $356K
Comprehensive Money Management Services LLC 0.25% Add +1.7% 5,849 $356K
AdvisorNet Financial, Inc 0.02% Add +9.5% 5,819 $354K
Caldwell Sutter Capital, Inc. 0.15% No change 5,790 $352K
SS&H Financial Advisors, Inc. 0.11% Reduce -0.2% 5,749 $349K
StoneX Group Inc. 0.02% Add +13.9% 5,720 $348K
Wolverine Asset Management LLC 0.02% No change 5,711 $347K
Panoramic Investment Advisors, LLC 0.19% Add +1.1% 5,696 $346K
Hendershot Investments Inc. 0.04% No change 5,675 $345K
Root Financial Partners, LLC 0.02% Add +16.1% 5,663 $344K
Bridgewater Advisors Inc. 0.02% Add +13.1% 6,101 $344K
Vance Wealth, LLC 0.11% No change 5,626 $342K
Silvia McColl Wealth Management, LLC 0.23% Add +9.3% 5,615 $341K
Westbourne Investments, Inc. 0.16% Add +17.7% 5,860 $340K
Dudley Capital Management, LLC 0.15% Reduce -1.4% 5,580 $339K
Rexford Capital Inc. 0.26% Reduce -3.1% 5,579 $339K
Sovereign Financial Group, Inc. 0.06% Add +4.6% 5,532 $336K
Cross Staff Investments Inc 0.23% No change 5,511 $335K
Canada Post Corp Registered Pension Plan 0.01% Reduce -46.5% 5,521 $334K
Essex Bank 0.08% Reduce -0.4% 5,497 $334K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.2% 5,476 $333K
Pure Financial Advisors, LLC 0.01% Reduce -1.2% 5,451 $331K
FSA Investment Group, LLC 0.21% New 5,475 $331K
Strategy Asset Managers LLC 0.06% Add +2.5% 5,443 $331K
Lantz Financial LLC 0.07% Add +6.7% 5,442 $331K
Integrated Investment Consultants, LLC 0.06% Reduce -13.2% 5,438 $331K
Meridian Wealth Management, LLC 0.01% Reduce -0.1% 5,437 $331K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 5,437 $331K
Hoxton Planning & Management, LLC 0.11% Reduce -2.7% 5,432 $330K
Red Door Wealth Management, LLC 0.04% Add +0.0% 5,421 $330K
Berger Financial Group, Inc 0.02% Add +2.9% 5,402 $328K
Silverlake Wealth Management LLC 0.08% Reduce -1.6% 5,392 $328K
PDS Planning, Inc 0.02% Add +0.5% 5,382 $327K
TPG Advisors LLC 0.21% Add +0.3% 5,378 $327K
Debussy Capital Management LP 0.05% Reduce -0.8% 5,370 $326K
Cahill Financial Advisors Inc. 0.04% Reduce -15.8% 5,321 $323K
BSW Wealth Partners 0.04% New 5,313 $323K
Virtue Capital Management, LLC 0.05% New 988 $320K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -5.4% 5,250 $319K
Phillips Wealth Planners LLC 0.26% Reduce -4.1% 5,315 $318K
Lummis Asset Management, LP 0.21% No change 5,228 $318K
MBA Advisors LLC 0.14% Add +12.2% 5,223 $318K
McDonald Partners LLC 0.09% New 5,157 $314K
Alps Advisors Inc. 0.00% Add +16.3% 5,155 $313K
Mason & Associates Inc 0.06% No change 5,143 $313K
Ascent Group, LLC 0.01% Add +13.4% 5,141 $312K
Coastwise Capital Group, LLC 0.22% Reduce -6.0% 5,133 $312K
Yoder Wealth Management, Inc. 0.15% Add +6.4% 5,124 $311K
Moss Adams Wealth Advisors LLC 0.02% Add +3.0% 5,113 $311K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +29.0% 5,101 $310K
Resonant Capital Advisors, LLC 0.02% Add +25.5% 5,081 $309K
Brown, Lisle/Cummings, Inc. 0.08% Add +2.0% 5,075 $309K
Capula Management Ltd 0.00% New 5,062 $308K
First Manhattan Co. Llc. 0.00% Add +11.9% 5,046 $307K
Cornerstone Wealth Management, LLC 0.02% Reduce -19.0% 5,034 $306K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,061 $306K
Fulcrum Asset Management LLP 0.08% No change 5,026 $306K
Catalyst Capital Advisors LLC 0.01% No change 5,000 $304K
Turtle Creek Wealth Advisors, LLC 0.03% New 4,984 $303K
Global Assets Advisory, LLC 0.09% Add +12.7% 4,984 $303K
Certior Financial Group, LLC 0.20% Add +4.4% 4,955 $301K
Simplicity Wealth,LLC 0.02% Reduce -34.3% 4,938 $300K
Callahan Advisors, LLC 0.03% Add +2.6% 4,925 $299K
Brooklyn Investment Group 0.04% Reduce -1.4% 5,239 $299K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.3% 4,907 $298K
Wealth Management Associates, Inc. 0.11% No change 4,890 $297K
Reliant Investment Partners, LLC 0.23% Add +2.9% 4,909 $297K
Mizuho Markets Americas LLC 0.01% Reduce -98.5% 4,863 $296K
SeaCrest Wealth Management, LLC 0.03% Reduce -6.3% 4,976 $294K
West Family Investments, Inc. 0.07% Add +2.9% 4,819 $293K
TCFG Wealth Management, LLC 0.12% Reduce -28.8% 4,816 $293K
Titleist Asset Management, LLC 0.03% Reduce -1.0% 4,806 $292K
Stiles Financial Services Inc 0.09% Add +0.4% 4,792 $291K
Argent Trust Co 0.01% Reduce -12.9% 4,787 $291K
Verity Asset Management, Inc. 0.09% New 4,749 $289K
Mayflower Financial Advisors, LLC 0.04% Reduce -3.8% 4,728 $287K
Orion Capital Management LLC 0.10% Add +571.4% 4,700 $286K
Core Wealth Partners LLC 0.13% Reduce -2.7% 4,687 $285K
Aull & Monroe Investment Management Corp 0.15% Add +0.2% 4,671 $284K
ABN AMRO Bank N.V. 0.00% New 4,695 $283K
Charter Oak Capital Management, LLC 0.02% Add +0.8% 4,631 $282K
Western Wealth Management, LLC 0.01% Add +5.0% 4,622 $281K
Mindset Wealth Management, LLC 0.08% Reduce -4.1% 4,620 $281K
OneAscent Financial Services LLC 0.02% Reduce -5.8% 4,611 $280K
BlueChip Wealth Advisors LLC 0.12% New 4,609 $280K
Prosperitas Financial LLC 0.12% Add +5.2% 4,602 $280K
Machina Capital S.A.S. 0.05% Reduce -85.6% 4,594 $279K
LexAurum Advisors, LLC 0.04% Reduce -2.2% 4,585 $279K
Aspire Growth Partners LLC 0.20% Add +0.6% 4,575 $278K
Werba Rubin Papier Wealth Management 0.04% New 4,575 $278K
Legacy Financial Advisors, Inc. 0.04% New 4,569 $278K
Somerset Trust Co 0.09% Add +0.0% 4,566 $278K
Flynn Zito Capital Management, LLC 0.10% Add +0.2% 4,541 $276K
Per Stirling Capital Management, LLC. 0.03% Add +0.7% 4,525 $275K
Crescent Sterling, Ltd. 0.29% Add +4.1% 4,515 $274K
Smith, Moore & Co. 0.02% Add +0.4% 4,509 $274K
Richards, Merrill & Peterson, Inc. 0.12% Add +12.5% 4,508 $274K
Modera Wealth Management, LLC 0.00% Reduce -0.2% 4,472 $272K
Petix & Botte Co 0.06% No change 4,426 $269K
J. Team Financial, Inc. 0.27% — 4,425 $269K
Dorsey & Whitney Trust CO LLC 0.01% Add +14.8% 4,423 $269K
Jacobsen Capital Management 0.09% Add +1.4% 4,422 $269K
Beverly Hills Private Wealth, LLC 0.05% Reduce -0.5% 4,421 $269K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.6% 4,407 $268K
King Luther Capital Management Corp. 0.00% Reduce -9.3% 4,406 $268K
Mission Hills Financial Advisory, LLC 0.14% New 4,396 $267K
Trajan Wealth LLC 0.01% New 4,391 $267K
Townsquare Capital LLC 0.04% Reduce -57.7% 4,365 $265K
Scientech Research LLC 0.09% New 4,360 $265K
Moody National Bank Trust Division 0.02% No change 4,355 $265K
Guardian Wealth Advisors, LLC / NC 0.02% Add +6.5% 4,353 $265K
National Wealth Management Group, LLC 0.10% Add +11.6% 4,344 $264K
Atlas Legacy Advisors, LLC 0.05% New 4,330 $263K
Balboa Wealth Partners 0.05% New 4,317 $262K
Bolthouse Investments, LLC 0.24% No change 4,317 $262K
Court Place Advisors, LLC 0.08% Add +0.2% 4,310 $262K
McAdam, LLC 0.01% Add +12.2% 4,298 $261K
Holderness Investments Co. 0.05% Add +3.3% 4,287 $261K
Atlantic Family Wealth, LLC 0.20% No change 4,280 $260K
Latitude Advisors, LLC 0.12% New 4,273 $260K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 4,270 $260K
Asset Dedication, LLC 0.02% Add +5343.6% 4,246 $258K
Sonora Investment Management Group, LLC 0.02% New 4,238 $258K
PKS Advisory Services, LLC 0.06% New 4,237 $258K
L2 Asset Management, LLC 0.04% Add +6.2% 4,226 $257K
Los Angeles Capital Management LLC 0.00% Reduce -2.9% 4,212 $256K
VestGen Advisors, LLC 0.01% Add +17.1% 4,163 $253K
Huntleigh Advisors, Inc. 0.04% Reduce -32.4% 4,152 $252K
Cetera Trust Company, N.A 0.14% No change 4,135 $251K
Alta Advisers Ltd 0.08% No change 4,124 $251K
Tyche Wealth Partners LLC 0.04% Add +3.4% 4,115 $250K
Sivia Capital Partners, LLC 0.07% Add +5.9% 4,101 $249K
Pointe Capital Management LLC 0.12% No change 4,094 $249K
Campion Asset Management 0.18% Reduce -2.7% 4,083 $248K
Nabity-Jensen Investment Management Inc 0.17% Add +1.8% 4,076 $248K
Sfmg, LLC 0.02% Reduce -1.6% 4,048 $246K
Westside Investment Management, Inc. 0.04% Add +6.0% 4,040 $245K
Fisher Asset Management 0.00% Reduce -4.9% 4,034 $245K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -28.5% 4,020 $244K
IFS Group,LLC 0.21% — 4,041 $244K
ProVise Management Group, LLC 0.02% Add +11.3% 4,007 $244K
Procyon Advisors, LLC 0.01% Reduce -34.0% 4,000 $243K
Everpar Advisors LLC 0.10% Add +12.5% 3,999 $243K
Prosperity Wealth Management, Inc. 0.08% No change 3,975 $242K
Register Financial Advisors LLC 0.10% New 3,971 $241K
Northstar Advisory Group, LLC 0.10% No change 3,960 $241K
Sage Mountain Advisors LLC 0.01% New 3,933 $239K
Alpha Family Trust 0.11% No change 3,930 $239K
LGT Fund Management Co Ltd. 0.02% No change 3,942 $238K
Patton Fund Management, Inc. 0.04% No change 3,871 $235K
Moneco Advisors, LLC 0.02% Add +0.8% 3,855 $234K
Octavia Wealth Advisors, LLC 0.02% New 3,853 $234K
Mattern Wealth Management LLC 0.05% No change 3,850 $234K
Sandbox Financial Partners, LLC 0.07% Reduce -2.8% 3,846 $234K
Delta Investment Management, LLC 0.04% Reduce -50.3% 3,842 $234K
Quotient Wealth Partners, LLC 0.01% Reduce -8.9% 3,820 $232K
Midwest Trust Co 0.00% Add +6.6% 3,820 $232K
DF Dent & Co. Inc. 0.00% Add +2.4% 3,813 $232K
M&G PLC 0.00% Add +8.2% 3,797 $232K
Sunpointe, LLC 0.08% Add +0.7% 3,718 $226K
Busey Bank 0.01% No change 3,717 $226K
Hamel Associates, Inc. 0.07% New 3,700 $225K
Inceptionr LLC 0.05% New 3,707 $224K
DGS Capital Management, LLC 0.04% New 3,678 $224K
Monument Capital Management 0.06% New 3,677 $224K
Trust Point Inc. 0.02% New 3,671 $223K
Shelton Wealth Management, LLC 0.10% New 3,646 $222K
TFB Advisors LLC 0.06% New 3,758 $221K
Patrick M Sweeney & Associates, Inc. 0.14% Add +3.4% 3,637 $221K
Heartland Bank & Trust Co 0.09% Reduce -1.3% 3,632 $221K
GW Henssler & Associates Ltd. 0.01% New 3,607 $219K
International Assets Investment Management, LLC 0.02% No change 3,735 $216K
ORG Partners LLC 0.04% Add +2.8% 3,538 $216K
Johnson Investment Counsel Inc. 0.00% Reduce -8.1% 3,545 $215K
Bridgewater Associates 0.00% New 3,539 $215K
Guardian Asset Advisors, LLC 0.12% New 3,536 $215K
Northcape Wealth Management, LLC 0.06% Add +0.6% 3,511 $213K
Bokf, NA 0.00% Add +55.5% 3,509 $213K
NWF Advisory Services Inc. 0.02% Reduce -22.5% 3,498 $213K
Connors Investor Services Inc. 0.02% No change 3,495 $212K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 3,491 $212K
Composition Wealth, LLC 0.00% New 3,491 $212K
Prospect Financial Services LLC 0.12% New 3,489 $212K
Legacy Wealth Asset Management, LLC 0.05% New 3,489 $212K
Sand Hill Global Advisors, LLC 0.01% No change 3,482 $212K
Catalyst Financial Partners LLC 0.03% Reduce -5.2% 3,477 $211K
Nilsine Partners, LLC 0.02% New 3,469 $211K
Requisite Capital Management, LLC 0.04% New 3,457 $210K
Wesbanco Bank Inc. 0.01% New 3,452 $210K
Genesis Private Wealth, LLC 0.09% Reduce -1.3% 3,443 $209K
Trek Financial, LLC 0.01% Reduce -2.9% 3,440 $209K
Silver Lake Group, L.L.C. 0.00% New 3,450 $208K
Chris Bulman Inc 0.10% New 3,413 $207K
Fulton Breakefield Broenniman LLC 0.01% New 3,412 $207K
Engineers Gate Manager LP 0.00% New 3,405 $207K
Financial Insights, Inc. 0.07% New 3,398 $207K
FDx Advisors, Inc. 0.06% New 3,544 $205K
Diversified Enterprises, LLC 0.01% New 3,371 $205K
Caldwell Trust Co 0.02% Reduce -3.2% 3,345 $203K
Boothbay Fund Management, LLC 0.01% New 3,336 $203K
Stockman Wealth Management, Inc. 0.03% New 3,335 $203K
Providence Financial Advisors, LLC 0.19% — 3,315 $202K
HM Payson & Co. 0.00% Add +9.5% 3,302 $201K
Syon Capital LLC 0.01% New 3,300 $201K
NFSG Corp 0.03% Add +0.6% 3,292 $200K
Whipplewood Advisors, LLC 0.13% Reduce -6.3% 3,252 $198K
City State Bank 0.06% Add +109.7% 3,250 $198K
Armstrong Advisory Group, Inc. 0.01% Add +0.7% 3,126 $190K
SRH Advisors, LLC 0.06% No change 3,100 $188K
Toth Financial Advisory Corp. 0.02% No change 3,100 $188K
Cromwell Holdings LLC 0.10% Add +0.7% 3,071 $187K
Ancora Advisors LLC 0.00% Reduce -15.9% 3,043 $185K
Y.D. More Investments Ltd 0.01% Reduce -21.3% 2,842 $173K
Salem Investment Counselors Inc. 0.00% Add +62.4% 2,779 $169K
Coastline Trust Co 0.02% No change 2,760 $168K
Tidemark, LLC 0.05% Add +0.1% 2,691 $164K
Plato Investment Management Ltd 0.01% No change 2,704 $163K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -16.1% 2,582 $157K
Montag A & Associates Inc. 0.01% No change 2,580 $157K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.31% Reduce -92.9% 2,565 $156K
Parkside Financial Bank & Trust 0.01% Add +1.5% 2,528 $154K
C M Bidwell & Associates Ltd. 0.07% No change 2,448 $149K
CoreCap Advisors, LLC 0.01% Reduce -25.0% 2,365 $144K
Motco 0.01% Reduce -5.7% 2,335 $142K
Covestor Ltd 0.08% Add +20.7% 2,254 $137K
CYBER HORNET ETFs LLC 0.09% Add +3.3% 2,251 $137K
Sentry Investment Management LLC 0.09% New 2,313 $136K
Optimum Investment Advisors 0.05% Add +22.2% 2,200 $134K
Medallion Wealth Advisors, LLC 0.05% Add +4.7% 2,183 $133K
CENTRAL TRUST Co 0.00% Add +4.0% 2,127 $129K
Cary Street Partners Investment Advisory LLC 0.05% Add +54.1% 2,087 $127K
Quent Capital, LLC 0.01% New 2,032 $124K
TD Waterhouse Canada Inc. 0.00% Add +17.3% 2,024 $122K
Financial Perspectives, Inc 0.03% No change 2,011 $122K
Cherry Tree Wealth Management, LLC 0.03% Reduce -0.1% 1,977 $120K
Bartlett & Co. Wealth Management LLC 0.00% Add +29.3% 1,974 $120K
Hollencrest Capital Management 0.00% Reduce -12.3% 1,946 $118K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $118K
Summit Securities Group LLC 0.04% Reduce -30.7% 1,877 $114K
HighMark Wealth Management LLC 0.05% Add +87.0% 1,836 $112K
JFS Wealth Advisors, LLC 0.01% Add +201.8% 1,790 $109K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,778 $108K
Capital Analysts, LLC 0.00% Add +12.7% 1,779 $108K
Versant Capital Management, Inc 0.01% Add +3.6% 1,737 $106K
Chesapeake Asset Management LLC 0.09% Reduce -66.8% 1,725 $105K
Trust Co. of Toledo NA 0.01% No change 1,721 $105K
Aspect Partners, LLC 0.05% Add +2352.9% 1,717 $104K
Strategic Wealth Partners, Ltd. 0.01% No change 1,700 $103K
Anchor Investment Management, LLC 0.01% Add +0.8% 1,689 $103K
Wealth Preservation Advisors, LLC 0.06% No change 1,640 $100K
Grove Bank & Trust 0.01% Reduce -9.7% 1,623 $99K
Rothschild Investment LLC 0.01% Add +8.3% 1,603 $97K
ESL Trust Services, LLC 0.02% No change 1,600 $97K
Bayforest Capital Ltd 0.05% New 1,587 $96K
Bangor Savings Bank 0.01% No change 1,537 $93K
Tsfg, LLC 0.01% Reduce -7.6% 1,535 $93K
Manchester Capital Management LLC 0.01% Reduce -0.3% 1,464 $89K
Proathlete Wealth Management LLC 0.03% Reduce -28.9% 1,457 $89K
Essential Partners LLC 0.03% Add +3.6% 1,336 $81K
Rosenberg Matthew Hamilton 0.02% Reduce -19.6% 1,329 $81K
Front Row Advisors LLC 0.03% No change 1,310 $80K
Wolff Wiese Magana LLC 0.04% Reduce -1.1% 1,269 $77K
Founders Capital Management 0.04% No change 1,250 $76K
JNBA Financial Advisors 0.01% No change 1,237 $75K
Future Financial Wealth Managment LLC 0.05% Add +20.0% 1,200 $73K
Pinnacle Bancorp, Inc. 0.02% Reduce -20.0% 1,200 $73K
Trust Co 0.01% No change 1,197 $73K
Winthrop Capital Management, LLC 0.02% No change 1,128 $69K
Hantz Financial Services, Inc. 0.00% Add +21.4% 1,097 $67K
Bank of New Hampshire 0.02% No change 1,100 $67K
Caitong International Asset Management Co., Ltd 0.05% Reduce -61.8% 1,093 $66K
Heritage Wealth Advisors 0.00% No change 1,083 $66K
CoreFirst Bank & Trust 0.04% No change 1,080 $66K
McIlrath & Eck, LLC 0.01% Reduce -13.6% 1,070 $65K
Capital Advisors, Ltd. LLC 0.01% No change 1,062 $65K
CVA Family Office, LLC 0.01% Add +9.8% 1,057 $64K
Bellevue Asset Management, LLC 0.03% Add +10.8% 1,036 $63K
Crews Bank & Trust 0.01% No change 1,011 $61K
New Millennium Group LLC 0.03% Add +1061.6% 999 $61K
Centennial Bank 0.02% No change 966 $59K
Darwin Wealth Management, LLC 0.02% Reduce -21.0% 954 $58K
Activest Wealth Management 0.01% Add +2.8% 944 $57K
Physician Wealth Advisors, Inc. 0.01% Add +54.7% 939 $57K
Bogart Wealth, LLC 0.00% Reduce -27.3% 923 $56K
Wiser Advisor Group LLC 0.07% New 922 $56K
Empirical Asset Management, LLC 0.02% New 12,259 $56K
Salomon & Ludwin, LLC 0.00% Add +258.8% 897 $54K
Deseret Mutual Benefit Administrators 0.02% No change 865 $53K
SouthState Bank Corp 0.00% Reduce -16.2% 856 $52K
Independence Bank of Kentucky 0.01% No change 850 $52K
Tobam 0.02% No change 828 $50K
Hazlett, Burt & Watson, Inc. 0.02% Add +43.5% 825 $50K
Plante Moran Financial Advisors, LLC 0.00% Reduce -1.0% 800 $49K
Silvant Capital Management LLC 0.00% No change 796 $48K
Key Financial Inc 0.01% Add +57.2% 800 $48K
Missouri Trust & Investment Co 0.01% Reduce -0.1% 793 $48K
Whittier Trust Co. 0.00% No change 762 $46K
Rossby Financial, LCC 0.02% No change 755 $46K
1620 Investment Advisors, Inc. 0.03% No change 720 $44K
MV Capital Management, Inc. 0.00% Add +16.4% 708 $43K
Millstone Evans Group, LLC 0.03% Add +9.6% 699 $42K
Flagship Wealth Advisors, LLC 0.01% No change 693 $42K
Private Wealth Management Group, LLC 0.01% No change 692 $42K
BankPlus Trust Department 0.01% No change 684 $42K
Country Trust Bank 0.00% Add +20.6% 678 $41K
Hoertkorn Richard Charles 0.02% No change 666 $40K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $40K
Fourth Dimension Wealth, LLC 0.01% No change 641 $39K
Hilltop National Bank 0.01% No change 631 $38K
GW&K Investment Management, LLC 0.00% Add +5.9% 629 $38K
Cypress Capital Management LLC (WY) 0.04% No change 609 $37K
Ogorek Anthony Joseph /NY/ 0.01% Add +39.6% 624 $37K
Pension & Wealth Management Advisors, Inc. 0.01% New 608 $37K
Bruce G. Allen Investments, LLC 0.03% No change 584 $36K
Archer Investment Corp 0.01% Add +1.2% 582 $35K
Mb, Levis & Associates, LLC 0.01% Add +0.7% 562 $34K
St Germain D J Co. Inc. 0.00% Reduce -26.2% 559 $34K
Hopwood Financial Services, Inc. 0.02% No change 550 $33K
Hoey Investments, Inc. 0.00% No change 544 $33K
Avion Wealth 0.01% Add +3.4% 544 $33K
Ameriflex Group, Inc. 0.01% Add +68.7% 528 $32K
Creative Capital Management Investments LLC 0.01% No change 525 $32K
Private Wealth Asset Management, LLC 0.00% Reduce -33.8% 519 $32K
Investment Research & Advisory Group, Inc. 0.01% No change 502 $31K
Rise Advisors, LLC 0.01% Add +5.2% 508 $31K
Main Street Group, LTD 0.01% Reduce -66.9% 500 $30K
Strengthening Families & Communities, LLC 0.01% Add +586.1% 494 $30K
Cape Investment Advisory, Inc. 0.03% Reduce -92.3% 494 $30K
Bell Investment Advisors, Inc 0.00% Reduce -0.2% 482 $29K
Mark Sheptoff Financial Planning, LLC 0.01% No change 479 $29K
Heartwood Wealth Advisors LLC 0.00% New 477 $29K
Tortoise Investment Management, LLC 0.00% Add +4.5% 463 $28K
Smithfield Trust Co 0.00% Reduce -21.7% 450 $27K
Stance Capital LLC 0.01% New 441 $27K
Compagnie Lombard Odier SCmA 0.00% No change 430 $26K
Financial Network Wealth Advisors LLC 0.03% No change 411 $25K
Dynamic Wealth Strategies, LLC 0.02% Add +1.0% 401 $24K
Piscataqua Savings Bank 0.02% No change 400 $24K
Innovative Advisory Group, LLC 0.02% No change 400 $24K
Community Bank, N.A. 0.00% No change 400 $24K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.3% 394 $24K
TruNorth Capital Management, LLC 0.00% No change 391 $24K
Albion Financial Group 0.00% Add +1.3% 388 $24K
Meeder Asset Management Inc. 0.00% Reduce -48.6% 387 $24K
Transamerica Financial Advisors, LLC 0.00% New 383 $23K
Valley National Advisers Inc. 0.00% Add +0.8% 394 $23K
Steigerwald, Gordon & Koch Inc. 0.00% New 370 $22K
Aventura Private Wealth, LLC 0.01% Reduce -23.8% 366 $22K
Monetary Management Group Inc. 0.01% No change 360 $22K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.3% 327 $20K
SOA Wealth Advisors, LLC. 0.00% Add +17.1% 321 $20K
Clear Investment Research, LLC 0.03% Add +24.5% 315 $19K
Barrett & Company, Inc. 0.01% No change 302 $18K
First Horizon Corp. 0.00% — 300 $18K
Bare Financial Services, Inc 0.01% Add +48.5% 297 $18K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.3% 297 $18K
Legacy Wealth Managment, LLC 0.01% Add +44.0% 288 $18K
Dogwood Wealth Management LLC 0.01% Add +59.5% 284 $17K
Highline Wealth Partners LLC 0.00% Add +8.5% 282 $17K
Hemington Wealth Management 0.00% Add +15.0% 292 $17K
Johnson Financial Group, Inc. 0.00% Add +196.7% 267 $16K
Abound Wealth Management 0.00% Add +108.6% 267 $16K
MTM Investment Management, LLC 0.00% Add +1.2% 249 $15K
Evermay Wealth Management LLC 0.00% No change 238 $14K
Washington Trust Advisors, Inc. 0.00% No change 233 $14K
Eastern Bank 0.00% New 225 $14K
IAG Wealth Partners, LLC 0.00% No change 218 $13K
Navigoe, LLC 0.01% Add +12.5% 225 $13K
Roble, Belko & Company, Inc 0.00% Add +4.5% 208 $13K
DT Investment Partners, LLC 0.00% No change 207 $13K
REAP Financial Group, LLC 0.00% Add +9.5% 207 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 200 $12K
Roxbury Financial LLC 0.01% No change 200 $12K
Strategic Investment Solutions, Inc. 0.00% No change 200 $12K
Howard Hughes Medical Institute 0.01% Add +3.7% 196 $12K
Financial Gravity Asset Management, Inc. 0.00% — 189 $11K
Ameliora Wealth Management Ltd. 0.00% No change 188 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 184 $11K
Sittner & Nelson, LLC 0.00% No change 182 $11K
Vermillion Wealth Management, Inc. 0.00% No change 177 $11K
Marquette Asset Management, LLC 0.00% New 176 $11K
Crewe Advisors LLC 0.00% Reduce -9.7% 168 $10K
T. Rowe Price Investment Management, Inc. 0.00% New 155 $10K
Groupe la Francaise 0.00% Reduce -87.2% 189 $10K
IFS Advisors, LLC 0.01% No change 159 $10K
North Capital, Inc. 0.01% No change 154 $9K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -65.0% 154 $9K
New England Capital Financial Advisors LLC 0.00% No change 146 $9K
Evolution Wealth Management Inc. 0.01% Add +32.1% 140 $9K
Red Tortoise LLC 0.00% No change 138 $8K
BOK Financial Private Wealth, Inc. 0.00% New 137 $8K
PFS Partners, LLC 0.00% Add +1.5% 137 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $8K
Fortitude Family Office, LLC 0.00% Reduce -81.9% 136 $8K
Abich Financial Wealth Management LLC 0.00% — 135 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 131 $8K
Accent Capital Management, LLC 0.00% New 120 $7K
TFC Financial Management, Inc. 0.00% Add +131.4% 118 $7K
JPL Wealth Management, LLC 0.00% New 112 $7K
Leonteq Securities AG 0.00% Add +738.5% 109 $7K
Boyd Watterson Asset Management LLC 0.00% No change 103 $6K
Chapman Financial Group, LLC 0.00% No change 100 $6K
Noble Wealth Management PBC 0.00% — 100 $6K
Gables Capital Management Inc. 0.00% New 100 $6K
Pillar Financial Advisors, LLC 0.00% New 88 $5K
FNY Investment Advisers, LLC 0.00% No change 90 $5K
Kilter Group LLC 0.00% Add +1.3% 79 $5K
MCF Advisors LLC 0.00% New 76 $5K
Raffa Wealth Management, LLC 0.00% Add +28.1% 73 $4K
Financial Management Professionals, Inc. 0.00% No change 69 $4K
Principia Wealth Advisory, LLC 0.00% Add +1.5% 68 $4K
Strive Asset Management, LLC 0.00% New 67 $4K
Wealth Watch Advisors, INC 0.00% New 67 $4K
Mascoma Wealth Management LLC 0.00% No change 67 $4K
Financial Consulate, Inc. 0.00% New 66 $4K
WPG Advisers, LLC 0.00% No change 65 $4K
Delta Asset Management LLC 0.00% No change 60 $4K
Nova Wealth Management, Inc. 0.00% No change 59 $4K
Concord Wealth Partners 0.00% Reduce -93.4% 58 $4K
SWAN Capital LLC 0.00% New 55 $3K
Dunhill Financial, LLC 0.00% No change 53 $3K
Robinswood Financial LLC 0.00% No change 52 $3K
Hughes Financial Services, LLC 0.00% Add +16.7% 56 $3K
Westfuller Advisors, LLC 0.00% New 50 $3K
Hanson & Doremus Investment Management 0.00% New 44 $3K
Kozak & Associates, Inc. 0.00% Reduce -77.5% 52 $3K
True Wealth Design, LLC 0.00% No change 48 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 47 $3K
Sachetta, LLC 0.00% No change 41 $2K
Clark Wealth Partners 0.00% Reduce -21.4% 44 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 39 $2K
IMG Wealth Management, Inc. 0.00% No change 39 $2K
Measured Wealth Private Client Group, LLC 0.00% New 37 $2K
Cloud Capital Management, LLC 0.00% New 46 $2K
Guerra Advisors Inc 0.00% New 30 $2K
Texas Capital Bancshares Inc 0.00% New 28 $2K
S&T Bank 0.00% No change 27 $2K
Valued Wealth Advisors LLC 0.00% No change 25 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $2K
Quaker Wealth Management, LLC 0.00% No change 24 $1K
Binnacle Investments Inc 0.00% Add +43.8% 23 $1K
Pacific Center for Financial Services 0.00% No change 23 $1K
Caitlin John, LLC 0.00% New 22 $1K
United Community Bank 0.00% Reduce -97.3% 22 $1K
GHP Investment Advisors, Inc. 0.00% No change 21 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $1K
Winnacle Wealth LLC 0.00% New 17 $1K
Davis Capital Management 0.00% — 16 $973
American Capital Advisory, LLC 0.00% Add +23.1% 16 $973
Avalon Trust Co 0.00% New 16 $973
Nemes Rush Group LLC 0.00% Reduce -98.3% 16 $973
Cornerstone Planning Group LLC 0.00% Reduce -95.7% 5 $972
Arcadia Investment Management Corp. 0.00% No change 15 $912
Proffitt & Goodson Inc. 0.00% New 15 $912
Clarity Asset Management, Inc. 0.00% Add +7.7% 14 $823
Retirement Wealth Solutions LLC 0.00% Add +0.0% 13 $809
Horizon Financial Services, LLC 0.00% New 11 $669
Hurley Capital, LLC 0.00% New 10 $608
Anfield Capital Management, LLC 0.00% New 10 $608
Gleason Group, Inc. 0.00% New 10 $608
Breakwater Investment Management 0.00% New 9 $548
Rialto Wealth Management, LLC 0.00% New 9 $548
Stone House Investment Management, LLC 0.00% New 9 $547
Systematic Financial Management LP 0.00% No change 9 $547
DecisionPoint Financial, LLC 0.00% No change 8 $484
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 6 $365
High Note Wealth, LLC 0.00% New 6 $365
Richardson Financial Services Inc. 0.00% New 4 $243
IMA Advisory Services, Inc. 0.00% No change 3 $182
RMG Wealth Management LLC 0.00% No change 2 $134
Redwood Park Advisors LLC 0.00% No change 2 $122
Palisade Asset Management, LLC 0.00% New 2 $122
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -100.0% 1 $45

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