PaychexPAYX

13F holders, Q4 2024 (December 31)
1,635holders +92
83new positions
68sold out
8famous investors
$140.21avg. 13F price*

At the end of Q4 2024, 1,635 institutions reported holding Paychex Inc. (PAYX) in their 13F filings, up 92 from Q3 2024. 83 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($4.4B), Capital International Investors ($3.8B) and BlackRock, Inc. ($3.8B). 8 famous investors held it, including Tom Gayner (0.2% of Markel Group's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Paychex Inc.
Sector
Industrials
CUSIP
704326107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$141.8M
Exits68$68.2M

All 13F filers, Q3 2024 → Q4 2024: 15,027,445 shares bought and 11,479,369 shares sold, net +3,548,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,635 holders

Vanguard Group Inc. 0.08% Add +0.6% 31,521,025 $4.4B
Capital International Investors 0.71% Add +0.6% 26,905,031 $3.8B
BlackRock, Inc. 0.08% Reduce -0.5% 26,799,179 $3.8B
State Street Corp. 0.08% Add +2.9% 13,612,265 $1.9B
Charles Schwab Investment Management Inc. 0.26% Add +5.5% 10,044,631 $1.4B
Geode Capital Management, LLC 0.10% Add +1.4% 9,541,034 $1.3B
Bank of New York Mellon Corp 0.25% Reduce -10.6% 9,465,080 $1.3B
Wells Fargo & Company 0.32% Reduce -2.0% 9,379,731 $1.3B
Morgan Stanley 0.07% Add +50.3% 7,507,235 $1.1B
Bank of America Corp. 0.07% Reduce -5.6% 5,370,333 $753.0M
Northern Trust Corp. 0.10% Add +16.9% 4,807,554 $674.1M
Invesco Ltd. 0.11% Add +5.3% 4,104,626 $575.6M
UBS Group AG 0.10% Add +64.5% 3,169,816 $444.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +14.7% 3,130,781 $439.0M
Capital World Investors 0.06% No change 2,755,438 $386.4M
Goldman Sachs Group Inc. 0.07% Reduce -7.3% 2,711,939 $380.3M
Dimensional Fund Advisors LP 0.09% Add +4.1% 2,683,141 $376.2M
FIL Ltd 0.34% Reduce -8.7% 2,571,108 $360.5M
Legal & General Group Plc 0.09% Reduce -1.7% 2,533,618 $355.3M
Envestnet Asset Management Inc. 0.10% Add +2.5% 2,299,297 $322.4M
Ameriprise Financial Inc. 0.08% Reduce -6.8% 2,143,924 $301.0M
First Trust Advisors LP 0.25% Reduce -5.2% 1,993,572 $279.5M
TD Asset Management Inc 0.24% Reduce -7.0% 1,974,289 $276.8M
Epoch Investment Partners, Inc. 1.27% Add +2.7% 1,875,661 $263.0M
Royal Bank of Canada 0.05% Reduce -2.4% 1,808,944 $253.6M
Select Equity Group, L.P. 1.00% Add +8.0% 1,755,940 $246.2M
Bahl & Gaynor LLC 1.24% Reduce -1.7% 1,675,304 $234.9M
Guinness Asset Management LTD 4.35% Add +5.2% 1,649,758 $231.3M
London Co. of Virginia 1.26% Reduce -5.7% 1,647,917 $231.1M
Federated Hermes, Inc. 0.48% Reduce -6.8% 1,554,288 $217.9M
Amundi 0.07% Add +78.0% 1,534,145 $215.2M
Capital Research Global Investors 0.04% Add +43.5% 1,519,430 $213.1M
California Public Employees Retirement System 0.14% Reduce -2.0% 1,458,050 $204.4M
JPMorgan Chase & Co. 0.02% Reduce -62.6% 1,437,691 $201.6M
Schroder Investment Management Group 0.18% Add +86.5% 1,355,713 $189.7M
Raymond James Financial Inc. 0.07% — 1,313,767 $184.2M
Hamlin Capital Management, LLC 4.35% Add +8.6% 1,252,411 $175.6M
Deutsche Bank AG 0.07% Add +11.4% 1,214,754 $170.3M
BNP Paribas Financial Markets 0.13% Add +18.8% 1,206,278 $169.1M
Confluence Investment Management LLC 2.14% Reduce -1.6% 1,102,254 $154.6M
HSBC Holdings PLC 0.09% Reduce -1.7% 1,011,435 $141.9M
Baird Financial Group, Inc. 0.25% Reduce -0.1% 931,758 $130.7M
Corient Private Wealth LP 0.22% Add +107.0% 927,590 $130.1M
Swiss National Bank 0.09% Reduce -4.9% 915,000 $128.3M
McDonald Capital Investors Inc. 8.03% Reduce -1.2% 911,646 $127.8M
Barclays PLC 0.06% Reduce -49.6% 881,867 $123.7M
Nuveen Asset Management, LLC 0.03% Reduce -1.6% 861,191 $120.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +0.8% 838,857 $117.6M
Healthcare of Ontario Pension Plan Trust Fund 0.25% Add +155.2% 837,913 $117.5M
Stifel Financial Corp. 0.12% Add +2.2% 821,299 $115.2M
Franklin Resources Inc. 0.03% Reduce -19.1% 806,956 $113.2M
LPL Financial LLC 0.05% Add +9.1% 795,866 $111.6M
Nordea Investment Management AB 0.12% Reduce -44.8% 792,212 $111.3M
FMR LLC 0.01% Add +4.0% 780,604 $109.5M
Mawer Investment Management Ltd. 0.49% Reduce -3.8% 768,516 $107.8M
T. Rowe Price Associates Inc. 0.01% Add +2.1% 735,928 $103.2M
Troy Asset Management Ltd 3.40% Reduce -19.7% 735,298 $103.1M
PNC Financial Services Group, Inc. 0.07% Add +2.3% 711,010 $99.7M
CANADA LIFE ASSURANCE Co 0.16% Add +33.4% 662,722 $92.9M
Bank of Montreal 0.05% Add +4.5% 662,210 $92.9M
Rhumbline Advisers 0.08% Reduce -1.4% 644,877 $90.4M
Swiss Life Asset Management Ltd 0.62% Add +129.1% 603,895 $84.7M
Nomura Asset Management Co. Ltd. 0.25% Add +4.2% 581,529 $81.5M
Neuberger Berman Group LLC 0.06% Add +35.2% 559,221 $78.4M
Norges Bank 0.01% Reduce -38.5% 557,800 $78.2M
Alliancebernstein L.P. 0.03% Reduce -46.4% 553,097 $77.6M
Miller Howard Investments Inc. 2.54% Reduce -1.4% 551,732 $77.4M
Citigroup Inc. 0.07% Reduce -3.2% 546,140 $76.6M
California State Teachers Retirement System 0.09% Reduce -4.1% 543,905 $76.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +7.5% 535,059 $74.7M
DekaBank Deutsche Girozentrale 0.13% No change 494,586 $69.2M
Mariner, LLC 0.11% Add +1.8% 486,613 $68.2M
ProShare Advisors LLC 0.15% Add +20.1% 456,851 $64.1M
Wedge Capital Management L L P 1.15% Add +2.6% 455,883 $63.9M
National Pension Service 0.06% Reduce -37.2% 432,113 $60.6M
Old Republic International Corp. 2.37% No change 428,600 $60.1M
Victory Capital Management Inc. 0.06% Reduce -30.6% 424,189 $59.5M
Donaldson Capital Management, LLC 2.26% Add +1.3% 422,634 $59.3M
Principal Financial Group Inc. 0.03% Reduce -0.9% 420,119 $58.9M
Fenimore Asset Management Inc 1.24% Add +0.2% 419,387 $58.8M
Welch Group, LLC 2.55% Reduce -0.2% 403,801 $56.5M
Welch & Forbes LLC 0.69% Reduce -0.7% 384,634 $53.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +3.3% 384,170 $53.9M
Grandfield & Dodd, LLC 3.31% Add +0.1% 382,434 $53.6M
Cerity Partners LLC 0.11% Reduce -1.3% 355,338 $49.7M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +16.6% 347,163 $49.0M
GW&K Investment Management, LLC 0.41% Reduce -2.2% 342,718 $48.1M
Assenagon Asset Management S.A. 0.08% Add +2404.5% 330,844 $46.4M
BI Asset Management Fondsmaeglerselskab A/S 0.49% Add +19.3% 329,635 $46.2M
APG Asset Management N.V. 0.13% Add +120.4% 341,153 $46.2M
Fort Washington Investment Advisors Inc. 0.27% Add +17.6% 327,525 $45.9M
MML Investors Services, LLC 0.16% Reduce -0.6% 327,187 $45.9M
New York State Common Retirement Fund 0.06% Reduce -4.9% 317,740 $44.6M
Willis Investment Counsel 2.89% Add +0.6% 314,671 $44.1M
Macquarie Group Ltd. 0.05% Reduce -1.5% 325,874 $43.9M
State Board of Administration of Florida Retirement System 0.08% Reduce -4.9% 309,019 $43.3M
New York State Teachers Retirement System 0.09% Reduce -1.9% 293,674 $41.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +2.4% 288,890 $40.5M
Capital Advisors Inc. 0.77% Add +1.0% 275,700 $38.7M
National Bank of Canada 0.05% Add +5.4% 272,810 $38.3M
Russell Investments Group, Ltd. 0.05% Reduce -8.8% 265,727 $37.3M
Skandinaviska Enskilda Banken AB (publ) 0.17% Reduce -23.0% 263,975 $36.9M
Commonwealth Equity Services, LLC 0.05% Add +3.6% 261,638 $36.7M
Conning Inc. 1.34% Reduce -7.7% 260,200 $36.5M
Parthenon LLC 4.38% Reduce -0.3% 258,275 $36.2M
Unigestion Holding SA 2.03% Reduce -15.2% 250,902 $35.2M
&partners 0.41% Add +69.8% 244,624 $34.2M
AQR Capital Management 0.04% Add +6.7% 243,574 $34.2M
Pictet Asset Management Holding SA 0.04% Add +33.8% 241,764 $33.9M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.1% 239,085 $33.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 237,813 $33.3M
Prana Capital Management, LP 1.59% New 237,413 $33.3M
Holocene Advisors, LP 0.11% New 234,000 $32.8M
Glenmede Trust Co. NA 0.17% Reduce -6.7% 232,549 $32.6M
Sabal Trust CO 1.86% Reduce -2.5% 229,786 $32.2M
Citadel Advisors 0.03% Add +721.7% 229,115 $32.1M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -2.0% 227,159 $31.9M
Aware Super Pty Ltd as trustee of Aware Super 0.51% — 226,798 $31.8M
Storebrand Asset Management As 0.10% Reduce -17.8% 224,095 $31.4M
Janney Montgomery Scott LLC 0.09% Reduce -34.0% 222,045 $31.1M
Alps Advisors Inc. 0.19% Add +365.6% 218,817 $30.7M
US Bancorp \de 0.04% Reduce -2.2% 216,727 $30.4M
RWC Asset Management LLP 1.79% Add +4.3% 213,103 $29.9M
Clarkston Capital Partners, LLC 0.56% Add +0.1% 207,401 $29.1M
Windsor Advisory Group, LLC 33.59% Add +0.2% 206,010 $28.9M
Treasurer of the State of North Carolina 0.11% Add +46.0% 205,198 $28.8M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -3.2% 201,855 $28.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +34.5% 200,650 $28.1M
Aviva PLC 0.07% Add +103.2% 199,175 $27.9M
Royal London Asset Management Ltd. 0.07% Add +5.0% 197,019 $27.6M
Danske Bank A/S 0.08% Reduce -18.5% 196,183 $27.5M
Schaper Benz & Wise Investment Counsel Inc. 2.17% Reduce -1.3% 193,250 $27.1M
Truist Financial Corp. 0.04% Reduce -7.2% 187,455 $26.3M
BLI - Banque de Luxembourg Investments 0.70% — 182,900 $25.6M
Harvey Investment Co. LLC 2.96% Add +0.1% 182,526 $25.6M
Baillie Gifford & Co. 0.02% New 181,359 $25.4M
Investment House LLC 1.38% Reduce -0.2% 181,007 $25.4M
State of Wisconsin Investment Board 0.07% Reduce -9.3% 180,486 $25.3M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -30.9% 174,246 $24.4M
AXA S.A. 0.07% Add +11.5% 173,530 $24.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.70% Add +0.6% 172,979 $24.3M
Florida Trust Wealth Management Co 0.77% Reduce -2.8% 171,827 $24.1M
DNB Asset Management AS 0.10% Add +0.3% 170,322 $23.9M
Prudential Financial Inc. 0.03% Reduce -26.8% 170,164 $23.9M
HighTower Advisors, LLC 0.03% Add +17.9% 169,309 $23.7M
Janus Henderson Group PLC 0.01% Reduce -35.7% 167,476 $23.5M
Disciplined Growth Investors Inc. 0.45% Add +7.9% 167,190 $23.4M
Boston Trust Walden Corp 0.16% Add +0.1% 165,758 $23.2M
Korea Investment CORP 0.05% Add +85.8% 163,301 $22.9M
Gateway Investment Advisers LLC 0.25% Reduce -0.1% 162,352 $22.8M
Blair William & Co. 0.07% Reduce -7.5% 161,470 $22.6M
Alley Investment Management Company, LLC 2.86% Add +2.0% 161,359 $22.6M
Capital International, Inc. 0.26% Add +25.1% 158,823 $22.3M
Godsey & Gibb, Inc. 2.21% Reduce -1.1% 157,524 $22.1M
Swedbank AB 0.03% Add +3.0% 156,869 $22.0M
Mackenzie Financial Corp. 0.03% Add +3.4% 154,968 $21.7M
Markel Group 0.19% No change 150,000 $21.0M
Rathbones Group PLC 0.10% Add +4.0% 149,587 $21.0M
Osaic Holdings, Inc. 0.05% Add +21.0% 161,607 $20.8M
Van Cleef Asset Management,Inc 2.24% Add +0.2% 145,522 $20.4M
KLP Kapitalforvaltning As 0.09% — 142,479 $20.0M
Cetera Investment Advisers 0.04% Add +13.5% 140,829 $19.7M
Asset Advisors Investment Management, LLC 2.06% Reduce -0.1% 140,751 $19.7M
Asset Management One Co., Ltd. 0.07% Add +4.2% 137,337 $19.4M
Public Employees Retirement System of Ohio 0.07% Reduce -3.3% 135,919 $19.1M
CIBC Asset Management Inc 0.06% Add +2.1% 133,652 $18.7M
Flputnam Investment Management Co. 0.34% Add +4.7% 132,457 $18.6M
Crossmark Global Holdings, Inc. 0.34% Reduce -2.4% 130,878 $18.4M
Distillate Capital Partners LLC 0.90% Reduce -56.2% 130,837 $18.3M
Voya Investment Management LLC 0.02% Reduce -11.2% 130,507 $18.3M
Sei Investments Co. 0.02% Add +4.8% 130,480 $18.3M
Mn Services Vermogensbeheer B.V. 0.12% Add +4.0% 129,180 $18.1M
Forsta Ap-Fonden 0.13% Reduce -4.0% 127,000 $17.8M
Credit Agricole S A 0.06% Add +168.2% 125,865 $17.6M
Comerica Bank 0.07% Reduce -0.9% 125,093 $17.5M
Achmea Investment Management B.V. 0.29% Reduce -6.5% 124,818 $17.5M
Susquehanna International Group, LLP 0.03% Add +84.3% 124,778 $17.5M
O'shaughnessy Asset Management, LLC 0.15% Add +11.4% 124,185 $17.4M
M&T Bank Corp 0.06% Reduce -2.2% 123,050 $17.3M
Absher Wealth Management, LLC 2.25% Add +4080.3% 122,400 $17.2M
Corebridge Financial, Inc. 0.09% Reduce -6.2% 122,311 $17.2M
Rafferty Asset Management, LLC 0.06% Add +6.2% 122,019 $17.1M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -2.3% 120,142 $16.8M
Cibc World Markets Corp. 0.10% Add +129.7% 118,524 $16.6M
Creative Planning 0.02% Add +6.8% 118,497 $16.6M
Toronto Dominion Bank 0.03% Add +1.7% 118,140 $16.6M
Guggenheim Capital LLC 0.14% Reduce -0.3% 116,527 $16.3M
State of New Jersey Common Pension Fund D 0.07% No change 115,806 $16.2M
Teacher Retirement System of Texas 0.06% Add +13.6% 115,359 $16.2M
UMB Bank, n.a. 0.26% Reduce -1.2% 115,187 $16.2M
LaFleur & Godfrey LLC 2.20% Reduce -1.7% 114,487 $16.1M
Railway Pension Investments Ltd 0.21% Reduce -7.9% 112,237 $15.7M
Stephens Inc. 0.22% Add +3.3% 112,213 $15.7M
American Century Companies Inc. 0.01% Add +3.5% 110,853 $15.5M
Aberdeen Group plc 0.03% Reduce -14.6% 110,040 $15.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% Reduce -19.6% 109,745 $15.4M
Lansforsakringar Fondforvaltning AB (publ) 0.06% — 109,530 $15.4M
Benjamin Edwards Inc. 0.22% Add +5.9% 109,133 $15.3M
Canada Pension Plan Investment Board 0.01% Reduce -4.1% 108,717 $15.2M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.7% 108,343 $15.2M
Natixis Advisors, LLC 0.03% Add +8.2% 108,122 $15.2M
Nisa Investment Advisors, LLC 0.06% Reduce -1.9% 107,862 $15.1M
Advisors Asset Management, Inc. 0.27% Reduce -5.7% 104,532 $14.7M
Andra AP-fonden 0.23% Add +14.9% 104,300 $14.6M
Baxter Bros Inc. 1.88% Reduce -1.3% 102,747 $14.4M
Handelsbanken Fonder AB 0.05% Reduce -3.2% 100,089 $14.0M
Vantage Investment Partners, LLC 1.20% Reduce -6.4% 98,377 $13.8M
Candlestick Capital Management LP 0.49% New 96,313 $13.5M
Focus Partners Wealth 0.04% Add +21.3% 96,084 $13.5M
Commerce Bank 0.08% Reduce -0.4% 95,823 $13.4M
JGP Wealth Management, LLC 1.73% Add +0.7% 95,431 $13.4M
Tokio Marine Asset Management Co. Ltd. 0.47% Add +1089.0% 95,057 $13.3M
State of Michigan Retirement System 0.07% Reduce -1.5% 94,377 $13.2M
Sonora Investment Management Group, LLC 1.01% Add +2.6% 92,866 $13.0M
Calamos Advisors LLC 0.09% No change 92,546 $13.0M
Arizona State Retirement System 0.08% Reduce -0.4% 92,523 $13.0M
Pacer Advisors, Inc. 0.03% Add +2.1% 91,874 $12.9M
Sanctuary Advisors, LLC 0.08% Reduce -2.6% 85,449 $12.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.9% 89,971 $12.6M
MetLife Investment Management, LLC 0.07% Add +1.4% 89,887 $12.6M
Ensign Peak Advisors, Inc 0.02% Reduce -3.2% 87,651 $12.3M
Janney Capital Management LLC 0.81% Reduce -1.4% 87,492 $12.3M
Lafayette Investments, Inc. 2.62% Add +0.0% 87,265 $12.2M
Van Eck Associates Corp. 0.02% Add +0.0% 86,643 $12.1M
Paradiem, LLC 3.19% Reduce -0.2% 84,751 $11.9M
Motley Fool Wealth Management, LLC 0.60% Reduce -4.0% 83,184 $11.7M
Callahan Advisors, LLC 1.09% Reduce -2.5% 82,794 $11.6M
Daiwa Securities Group Inc. 0.05% Add +6.5% 81,904 $11.5M
Man Group plc 0.04% Reduce -58.0% 80,973 $11.4M
Vestcor Inc 0.37% Reduce -1.0% 79,569 $11.2M
Nissay Asset Management Corp. /Japan 0.07% Add +5.3% 77,534 $11.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +10.5% 76,876 $10.8M
North Star Investment Management Corp. 0.74% Reduce -5.1% 75,655 $10.6M
First Nebraska Trust Co 1.02% Add +1.5% 75,215 $10.5M
U.S. Capital Wealth Advisors, LLC 0.33% Reduce -0.1% 74,784 $10.5M
Two Point Capital Management, Inc. 3.73% Reduce -0.2% 71,605 $10.4M
USS Investment Management Ltd 0.08% Reduce -6.3% 73,808 $10.4M
Cooper/Haims Advisors, LLC 5.84% No change 73,453 $10.3M
Williams Jones Wealth Management, LLC. 0.12% Reduce -1.6% 72,941 $10.2M
Brown Advisory Inc. 0.01% Reduce -0.9% 71,364 $10.0M
First Long Island Investors, LLC 0.79% Add +0.5% 70,479 $9.9M
State of Tennessee, Department of Treasury 0.04% Add +67.3% 70,100 $9.8M
Czech National Bank 0.09% Add +6.4% 69,450 $9.7M
Retirement Systems of Alabama 0.04% Reduce -0.6% 69,350 $9.7M
Amalgamated Bank 0.08% Reduce -1.5% 69,266 $9.7M
Varma Mutual Pension Insurance Co 0.07% Reduce -22.4% 68,753 $9.6M
GF Fund Management Co. LTD. 0.21% — 68,209 $9.6M
Captrust Financial Advisors 0.03% Add +18.4% 68,191 $9.6M
Madison Asset Management, LLC 0.11% Reduce -3.3% 68,126 $9.6M
Madison Investment Advisors, LLC 0.11% — 68,126 $9.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.4% 68,107 $9.5M
Gotham Asset Management 0.09% Add +2.1% 67,778 $9.5M
Miramar Capital, LLC 2.25% Reduce -0.1% 67,157 $9.4M
Hendershot Investments Inc. 1.26% Reduce -0.4% 66,014 $9.3M
KBC Group NV 0.03% Add +2.6% 65,411 $9.2M
Canandaigua National Bank & Trust Co. 0.90% Reduce -2.3% 64,990 $9.1M
Mattern Capital Management, LLC 1.19% Add +0.4% 64,911 $9.1M
Sequoia Financial Advisors, LLC 0.09% Add +122.1% 64,413 $9.0M
Kingsview Wealth Management, LLC 0.17% Reduce -0.9% 63,888 $9.0M
Palmer Knight Co 4.00% Add +0.4% 63,711 $8.9M
Robeco Institutional Asset Management B.V. 0.02% Add +0.9% 62,631 $8.8M
Park Avenue Securities LLC 0.09% Add +28.0% 62,609 $8.8M
Generali Asset Management SPA SGR 0.22% — 62,414 $8.8M
QRG Capital Management, Inc. 0.09% Add +0.6% 62,292 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +14.7% 62,028 $8.7M
MainStreet Investment Advisors LLC 1.22% Reduce -1.9% 61,923 $8.7M
MassMutual Private Wealth & Trust, FSB 0.24% Reduce -2.8% 61,837 $8.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -4.1% 60,465 $8.5M
Cibc World Market Inc. 0.02% Add +4.9% 59,890 $8.4M
IFM Investors Pty Ltd 0.09% Reduce -8.4% 59,610 $8.4M
Wilmington Savings Fund Society, FSB 0.15% Reduce -5.3% 59,042 $8.3M
Kornitzer Capital Management Inc. 0.16% Reduce -0.5% 58,913 $8.3M
Bourne Lent Asset Management Inc. 3.14% Reduce -1.1% 58,799 $8.2M
Sienna Gestion 0.55% No change 58,505 $8.2M
Naples Global Advisors, LLC 0.76% Reduce -0.5% 57,965 $8.1M
New Age Alpha Advisors, LLC 0.33% Add +46254.4% 57,943 $8.1M
Cobblestone Capital Advisors LLC 0.44% Reduce -0.1% 57,709 $8.1M
United Capital Financial Advisors, LLC 0.07% Reduce -1.3% 57,183 $8.0M
Xponance LLC 0.07% Add +5.6% 57,149 $8.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.84% Reduce -1.6% 56,729 $8.0M
Burns J W & Co. Inc. 1.01% Reduce -1.0% 56,368 $7.9M
Rench Wealth Management, Inc. 2.68% Reduce -2.1% 56,028 $7.9M
Illinois Municipal Retirement Fund 0.11% Reduce -6.6% 54,530 $7.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.7% 54,383 $7.6M
Pathstone Holdings, LLC 0.03% Add +3.9% 54,172 $7.6M
Azimuth Capital Investment Management LLC 0.29% Add +1.6% 53,628 $7.5M
Quantinno Capital Management LP 0.07% Add +44.2% 53,459 $7.5M
Sumitomo Life Insurance Co. 0.14% Add +31.0% 53,300 $7.5M
Atria Investments, Inc 0.09% Reduce -4.1% 53,250 $7.5M
Utah Retirement Systems 0.08% Add +0.2% 53,227 $7.5M
Dillon & Associates Inc. 1.03% Reduce -2.9% 52,831 $7.4M
Mercer Global Advisors Inc. 0.02% Reduce -4.1% 52,224 $7.3M
Vanguard Personalized Indexing Management, LLC 0.11% Add +23.3% 51,894 $7.3M
Lazard Asset Management LLC 0.01% Add +6.8% 51,820 $7.3M
Erste Asset Management GmbH 0.09% Add +12.8% 51,300 $7.2M
Silver Lake Advisory, LLC 3.17% Reduce -3.2% 51,438 $7.2M
Cypress Capital Group 0.86% Reduce -5.7% 50,257 $7.0M
Albion Financial Group 0.48% Reduce -1.5% 49,807 $7.0M
Core Alternative Capital 1.46% Reduce -2.6% 49,702 $7.0M
ING Groep NV 0.05% Reduce -26.9% 49,702 $7.0M
Ethic Inc. 0.14% Add +0.3% 49,579 $7.0M
Tectonic Advisors LLC 0.45% Add +11.0% 48,920 $6.9M
iA Global Asset Management Inc. 0.12% Add +22.5% 48,555 $6.8M
Letson Investment Management, Inc. 2.75% Add +0.0% 48,545 $6.8M
Bessemer Group Inc. 0.01% Add +6.0% 47,638 $6.7M
Westbourne Investment Advisors, Inc. 2.27% Add +3.3% 47,316 $6.6M
Jamison Private Wealth Management, Inc. 0.97% Reduce -0.3% 46,875 $6.6M
Yousif Capital Management, LLC 0.07% Reduce -4.0% 46,702 $6.5M
Police & Firemen's Retirement System of New Jersey 0.06% — 46,679 $6.5M
Orion Porfolio Solutions, LLC 0.07% Reduce -0.2% 46,596 $6.5M
Orion Portfolio Solutions, LLC 0.07% Reduce -0.2% 46,596 $6.5M
Crawford Investment Counsel Inc. 0.12% Reduce -2.2% 45,612 $6.4M
NorthCoast Asset Management LLC 0.03% Reduce -0.3% 45,567 $6.4M
Motco 0.66% Reduce -1.4% 45,543 $6.4M
Bank of Nova Scotia 0.01% Add +2.9% 45,410 $6.4M
Greenfield Seitz Capital Management, LLC 2.42% Reduce -2.0% 45,272 $6.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +16.8% 44,870 $6.3M
Shelton Capital Management 0.16% No change 44,911 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.9% 44,457 $6.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.2% 43,982 $6.2M
Nomura Holdings Inc. 0.03% Reduce -12.7% 43,826 $6.1M
Ellsworth Advisors, LLC 1.61% Add +2.4% 43,777 $6.1M
Louisiana State Employees Retirement System 0.11% Reduce -4.2% 43,500 $6.1M
Viking Fund Management LLC 0.94% No change 43,000 $6.0M
Private Advisor Group, LLC 0.03% Reduce -4.1% 42,976 $6.0M
New York Life Investment Management LLC 0.06% Reduce -9.5% 42,922 $6.0M
TD Private Client Wealth LLC 0.17% Add +5.3% 42,884 $6.0M
Chicago Capital, LLC 0.16% Reduce -0.8% 42,848 $6.0M
American Money Management, LLC 1.17% Reduce -0.0% 42,776 $6.0M
Stone Run Capital, LLC 2.34% Reduce -14.8% 42,514 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +112.5% 42,500 $6.0M
Allianz Asset Management GmbH 0.01% Reduce -22.6% 41,798 $5.9M
Regions Financial Corp. 0.04% Reduce -1.7% 41,750 $5.9M
Woodmont Investment Counsel LLC 0.43% Reduce -4.6% 41,737 $5.9M
Coston, McIsaac & Partners 1.72% Reduce -1.1% 41,511 $5.8M
Sawyer & Company, Inc 2.15% Reduce -3.4% 41,441 $5.8M
Jupiter Asset Management Ltd. 0.06% Reduce -0.6% 41,140 $5.8M
Allspring Global Investments Holdings, LLC 0.01% Add +27.7% 41,275 $5.7M
NEOS Investment Management LLC 0.13% Add +23.1% 40,610 $5.7M
Vident Advisory, LLC 0.10% Add +3.5% 40,525 $5.7M
Steward Partners Investment Advisory, LLC 0.05% Add +8.5% 40,190 $5.6M
Baldwin Wealth Partners LLC 0.39% Reduce -7.7% 40,189 $5.6M
Public Sector Pension Investment Board 0.02% Add +193.4% 39,660 $5.6M
Auxier Asset Management LLC 0.86% Reduce -3.3% 39,620 $5.6M
Stonebridge Financial Group, LLC 0.61% — 39,363 $5.5M
Taylor Hoffman Capital Management LLC 2.00% Add +1.5% 39,265 $5.5M
Trust Co. of Vermont 0.27% Reduce -1.6% 38,926 $5.5M
Siemens Fonds Invest GmbH 0.57% Add +4.3% 38,816 $5.4M
Arkadios Wealth Advisors 0.30% Add +13.3% 38,729 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -2.8% 38,378 $5.4M
NewEdge Advisors, LLC 0.03% Add +3.8% 38,319 $5.4M
CIBC Private Wealth Group LLC 0.01% Add +0.2% 38,292 $5.4M
Financial Counselors Inc. 0.08% Reduce -1.6% 38,039 $5.3M
Ridgepath Capital Management LLC 2.45% Add +0.7% 37,870 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.6% 37,629 $5.3M
D. E. Shaw & Co. 0.01% Reduce -44.0% 37,267 $5.2M
Prospector Partners LLC 0.60% Add +0.9% 37,222 $5.2M
Candriam S.C.A. 0.03% Add +16.6% 37,127 $5.2M
Capital Investment Counsel, LLC 0.87% Add +1.7% 37,117 $5.2M
Hilltop Holdings Inc. 0.33% Add +0.5% 37,038 $5.2M
Financial Advisors Network, Inc. 0.86% — 36,974 $5.2M
Sandhill Capital Partners LLC 0.40% Add +0.6% 36,550 $5.1M
State of Alaska, Department of Revenue 0.06% Reduce -10.7% 36,524 $5.1M
Capital Group Private Client Services, Inc. 0.05% Reduce -1.2% 36,453 $5.1M
Community Bank & Trust, Waco, Texas 1.16% Reduce -0.0% 36,151 $5.1M
DAVENPORT & Co LLC 0.03% Add +54.6% 36,057 $5.1M
Wellington Management Group LLP 0.00% Reduce -22.3% 36,027 $5.1M
William Allan Corp 3.06% Add +1.5% 35,544 $5.0M
Prospera Financial Services Inc 0.12% Add +6.3% 35,523 $5.0M
Opus Investment Management Inc. 3.67% No change 35,400 $5.0M
Oak Associates Ltd. 0.34% Reduce -1.5% 35,175 $4.9M
Kestra Advisory Services, LLC 0.03% Reduce -9.5% 34,955 $4.9M
Elo Mutual Pension Insurance Co 0.10% Add +21.4% 34,735 $4.9M
EP Wealth Advisors, LLC 0.04% Reduce -4.6% 34,699 $4.9M
Fifth Third Bancorp 0.02% Reduce -0.2% 34,539 $4.8M
Howland Capital Management LLC 0.21% Reduce -2.2% 34,502 $4.8M
Apollon Wealth Management, LLC 0.11% Add +17.9% 34,462 $4.8M
Keybank National Association 0.02% Add +0.6% 34,292 $4.8M
DF Dent & Co. Inc. 0.06% Reduce -1.0% 34,023 $4.8M
Bontempo Ohly Capital Mgmt LLC 2.28% Reduce -1.0% 33,450 $4.7M
Inspire Investing, LLC 0.52% Reduce -2.5% 33,395 $4.7M
Dynamic Advisor Solutions LLC 0.20% Reduce -2.9% 33,342 $4.7M
Hamilton Point Investment Advisors, LLC 0.84% Add +1.8% 33,306 $4.7M
Argyle Capital Management, LLC 1.83% Add +1.8% 33,215 $4.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.54% Reduce -1.7% 32,628 $4.6M
Somerset Trust Co 1.71% Add +1.7% 32,473 $4.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% No change 30,547 $4.5M
Susquehanna Fundamental Investments, LLC 0.07% — 31,795 $4.5M
Pinebridge Investments, L.P. 0.03% Reduce -54.9% 31,707 $4.4M
Twin Capital Management Inc. 0.49% Add +1.0% 31,613 $4.4M
Advisory Services Network, LLC 0.08% Add +1.1% 31,593 $4.4M
Wendell David Associates Inc. 0.43% Reduce -8.7% 31,378 $4.4M
Signature Wealth Management Group 1.76% Reduce -1.4% 31,259 $4.4M
Kestra Private Wealth Services, LLC 0.07% Reduce -33.2% 31,204 $4.4M
Tidal Investments LLC 0.04% Reduce -21.3% 31,003 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -1.2% 30,173 $4.3M
Profund Advisors LLC 0.16% Add +9.3% 30,616 $4.3M
Rowlandmiller & Partners.adv 0.90% Reduce -0.3% 30,588 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +10.9% 30,374 $4.3M
Mizuho Securities USA LLC 0.08% Add +46.1% 30,358 $4.3M
YHB Investment Advisors, Inc. 0.34% Reduce -10.2% 29,947 $4.2M
Parr McKnight Wealth Management Group, LLC 0.60% — 29,857 $4.2M
Webster Bank, N. A. 0.45% Reduce -3.0% 29,754 $4.2M
Zions Bancorporation, N.A. 0.26% Add +13.0% 29,708 $4.2M
D.A. Davidson & Co. 0.03% Reduce -0.4% 29,569 $4.1M
Northwest & Ethical Investments L.P. 0.11% Reduce -47.4% 29,076 $4.1M
Rodgers Brothers Inc. 0.53% Reduce -0.2% 28,985 $4.1M
Royal Fund Management, LLC 0.43% Reduce -48.5% 28,003 $4.0M
First Horizon Advisors, Inc. 0.11% Add +4.0% 28,356 $4.0M
Financial Advisory Partners, LLC 1.31% Reduce -0.3% 28,099 $3.9M
Oregon Public Employees Retirement Fund 0.07% Add +0.1% 27,474 $3.9M
Berkeley, Inc 1.99% Reduce -50.3% 27,470 $3.9M
Ceera Investments, LLC 1.32% Reduce -0.7% 27,435 $3.8M
PFG Advisors 0.23% Reduce -0.4% 27,063 $3.8M
1832 Asset Management L.P. 0.01% Reduce -0.4% 27,063 $3.8M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -3.9% 27,026 $3.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.76% Add +43.4% 26,845 $3.8M
Tower Research Capital LLC (TRC) 0.07% Add +90.2% 26,807 $3.8M
Vista Investment Partners LLC 1.17% Add +0.0% 26,765 $3.8M
NewEdge Wealth, LLC 0.06% Add +0.2% 26,602 $3.7M
UniSuper Management Pty Ltd 0.03% Add +23.4% 26,513 $3.7M
PGGM Investments 0.05% Add +16.1% 26,468 $3.7M
Jackson Wealth Management, LLC 0.42% New 26,439 $3.7M
CoreCap Advisors, LLC 0.17% Add +102.5% 26,251 $3.7M
JPL Wealth Management, LLC 1.05% — 26,145 $3.7M
Dean Investment Associates, LLC 0.52% Reduce -1.2% 26,082 $3.7M
Great Lakes Advisors, LLC 0.03% Reduce -8.4% 26,043 $3.7M
Vestmark Advisory Solutions, Inc. 0.13% Add +0.5% 25,907 $3.6M
Meridian Wealth Management, LLC 0.17% Add +3.3% 25,796 $3.6M
Courier Capital LLC 0.25% Add +1.6% 25,755 $3.6M
Borer Denton & Associates, Inc. 1.25% Add +4.5% 25,596 $3.6M
Inlet Private Wealth, LLC 0.94% Add +0.4% 25,455 $3.6M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.1% 25,403 $3.6M
First Citizens Bank & Trust Co. 0.07% Reduce -6.6% 25,299 $3.5M
White Pine Investment CO 0.95% Add +3.1% 25,087 $3.5M
Whittier Trust Co. 0.05% Add +52.4% 24,774 $3.5M
Sheets Smith Wealth Management 0.42% Add +0.0% 24,636 $3.5M
Caldwell Trust Co 0.36% Reduce -2.2% 24,482 $3.4M
Great Diamond Partners, LLC 0.89% Reduce -1.5% 24,424 $3.4M
Avanza Fonder AB 0.10% — 24,280 $3.4M
American Trust 0.26% Add +0.6% 24,128 $3.4M
Spectrum Wealth Counsel, LLC 0.40% Reduce -1.1% 24,058 $3.4M
Shoker Investment Counsel, Inc. 1.14% Add +0.4% 24,039 $3.4M
Capital Investment Counsel, Inc 0.50% Reduce -8.3% 23,873 $3.3M
Avantax Advisory Services, Inc. 0.02% Add +1.6% 23,820 $3.3M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -1.1% 23,719 $3.3M
Pinnacle Associates Ltd. 0.05% Reduce -3.8% 23,716 $3.3M
OMERS ADMINISTRATION Corp 0.03% Reduce -13.2% 23,624 $3.3M
Parsons Capital Management Inc. 0.18% Reduce -4.7% 23,469 $3.3M
True North Advisors, LLC 0.76% New 22,989 $3.2M
Elevatus Welath Management 1.09% Reduce -0.8% 22,713 $3.2M
First National Bank of Omaha 0.21% Reduce -3.2% 22,632 $3.2M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -5.4% 22,479 $3.2M
Zevenbergen Capital Investments LLC 0.06% Add +1.9% 22,475 $3.2M
Groupe la Francaise 0.08% — 22,404 $3.1M
Red Cedar Investment Management, LLC 0.39% Add +3.4% 22,290 $3.1M
Bray Capital Advisors 0.84% Reduce -1.0% 22,183 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +0.1% 22,168 $3.1M
Kentucky Retirement Systems 0.09% Reduce -1.4% 22,025 $3.1M
Cozad Asset Management Inc. 0.29% Reduce -3.3% 21,881 $3.1M
Ghe, LLC 1.19% Add +0.5% 21,365 $3.0M
CreativeOne Wealth, LLC 0.09% Add +82.0% 21,212 $3.0M
Lantz Financial LLC 0.79% Add +0.4% 21,105 $3.0M
Norinchukin Bank, The 0.06% Add +16.9% 21,054 $3.0M
Empowered Funds, LLC 0.04% Reduce -75.5% 20,952 $2.9M
BDF-Gestion 0.30% Reduce -11.5% 20,870 $2.9M
Lombard Odier Asset Management (Switzerland) SA 0.22% Add +10.3% 20,782 $2.9M
Sepio Capital, LP 0.23% Reduce -3.1% 20,602 $2.9M
Ranch Capital Advisors Inc. 1.36% Add +2.4% 20,499 $2.9M
Wbi Investments, LLC 0.72% Add +56.7% 20,494 $2.9M
Harvest Fund Management Co., Ltd 0.13% Add +30.5% 21,618 $2.9M
Woodley Farra Manion Portfolio Management Inc. 0.14% Add +1.2% 20,466 $2.9M
Coastline Trust Co 0.33% Reduce -6.4% 20,398 $2.9M
Plato Investment Management Ltd 0.21% Reduce -7.0% 20,311 $2.9M
Southeast Asset Advisors, LLC 0.35% Reduce -7.8% 20,100 $2.8M
Cordatus Wealth Management LLC 0.74% Add +2.5% 20,046 $2.8M
Maytus Capital Management, LLC 0.98% New 20,000 $2.8M
Glenview Trust Co 0.05% Reduce -1.8% 19,872 $2.8M
Nations Financial Group Inc, /Ia/ 0.20% Add +1.7% 19,844 $2.8M
Armbruster Capital Management, Inc. 0.56% No change 19,828 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.4% 19,770 $2.8M
Cwm, LLC 0.01% Add +3.3% 19,622 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -31.1% 19,564 $2.7M
Snowden Capital Advisors LLC 0.09% Reduce -4.9% 19,458 $2.7M
Ritholtz Wealth Management 0.08% Add +0.5% 19,292 $2.7M
Concurrent Investment Advisors, LLC 0.07% Reduce -29.8% 19,220 $2.7M
Knollwood Investment Advisory, LLC 0.28% No change 19,133 $2.7M
Essex Investment Management Co. LLC 0.48% Reduce -0.5% 19,063 $2.7M
Texas Yale Capital Corp. 0.11% No change 19,014 $2.7M
SG Americas Securities, LLC 0.01% Reduce -84.3% 18,949 $2.7M
LVW Advisors, LLC 0.32% Reduce -1.6% 18,874 $2.6M
CW Advisors, LLC 0.04% Add +9.1% 18,832 $2.6M
LBP Am SA 0.04% Reduce -80.8% 18,738 $2.6M
Wealthfront Advisers LLC 0.01% Add +18.2% 18,615 $2.6M
First National Trust Co 0.10% No change 18,609 $2.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.39% Reduce -0.1% 18,506 $2.6M
First Hawaiian Bank 0.08% Add +1.9% 18,424 $2.6M
Bokf, NA 0.04% Reduce -1.3% 18,552 $2.6M
Wealthcare Advisory Partners LLC 0.07% Reduce -2.4% 18,336 $2.6M
Central Pacific Bank - Trust Division 0.35% Reduce -0.5% 18,181 $2.5M
Mediolanum International Funds Ltd 0.03% Reduce -79.0% 18,063 $2.5M
Godshalk Welsh Capital Management, Inc. 1.62% Reduce -1.4% 17,850 $2.5M
Agf Management Ltd. 0.01% Reduce -26.5% 17,704 $2.5M
Ascent Group, LLC 0.19% Add +7.7% 17,677 $2.5M
United Asset Strategies, Inc. 0.23% Add +3.4% 17,675 $2.5M
Prime Capital Investment Advisors, LLC 0.04% Add +0.7% 17,536 $2.5M
Griffin Asset Management, Inc. 0.29% Reduce -4.3% 17,497 $2.5M
Meritage Portfolio Management 0.15% Reduce -6.6% 17,424 $2.4M
Vista Investment Partners Ii, LLC 1.44% — 17,386 $2.4M
Albert D Mason Inc. 1.62% Add +1.3% 17,332 $2.4M
Capital Analysts, LLC 0.10% Reduce -1.5% 17,313 $2.4M
Linden Thomas Advisory Services, LLC 0.31% Add +16.2% 17,311 $2.4M
Post Resch Tallon Group Inc. 2.34% — 17,464 $2.4M
Metis Global Partners, LLC 0.07% Add +2.5% 17,228 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -2.8% 17,214 $2.4M
Maryland State Retirement & Pension System 0.05% Reduce -6.7% 17,172 $2.4M
PFW Advisors LLC 0.74% — 17,151 $2.4M
IMS Capital Management 1.11% Add +0.3% 17,055 $2.4M
Compagnie Lombard Odier SCmA 0.04% No change 17,000 $2.4M
Harmony Asset Management LLC 0.94% Add +0.9% 16,932 $2.4M
Radnor Capital Management, LLC 0.39% No change 16,791 $2.4M
Merit Financial Group, LLC 0.04% Add +70.8% 16,726 $2.3M
Ironwood Investment Counsel, LLC 0.40% Add +0.6% 16,682 $2.3M
Smith Salley Wealth Management 0.15% Reduce -0.3% 16,669 $2.3M
Headlands Technologies LLC 0.23% New 16,596 $2.3M
Bath Savings Trust Co 0.24% Reduce -8.5% 16,580 $2.3M
MSH Capital Advisors LLC 0.73% Reduce -0.4% 16,513 $2.3M
NBT Bank, N.A. 0.16% Reduce -1.1% 16,364 $2.3M
Mechanics Bank Trust Department 0.30% Reduce -1.6% 16,250 $2.3M
Synovus Financial Corp. 0.03% Reduce -8.0% 16,246 $2.3M
Sterling Investment Advisors, Ltd. 0.55% Reduce -1.8% 16,237 $2.3M
United Community Bank 0.88% Add +3.2% 16,132 $2.3M
M&G PLC 0.01% No change 16,090 $2.3M
Riverbridge Partners LLC 0.03% Reduce -8.2% 16,016 $2.2M
Two Sigma Investments, LP 0.01% Reduce -0.6% 15,975 $2.2M
CWA Asset Management Group, LLC 0.11% Add +33.5% 15,962 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.78% Add +1.1% 15,862 $2.2M
Clearstead Advisors, LLC 0.03% Add +5.6% 15,833 $2.2M
Alesco Advisors, LLC, An ESL Co 0.07% Add +63.9% 15,584 $2.2M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.4% 15,521 $2.2M
GHP Investment Advisors, Inc. 0.10% Add +17.3% 15,464 $2.2M
Beverly Hills Private Wealth, LLC 0.44% Reduce -4.0% 15,461 $2.2M
J. W. Coons Advisors, LLC 0.56% Reduce -1.1% 15,428 $2.2M
Soltis Investment Advisors LLC 0.20% Add +886.9% 15,416 $2.2M
Samjo Management, LLC 0.81% Reduce -0.3% 15,410 $2.2M
New Mexico Educational Retirement Board 0.07% Reduce -2.6% 15,248 $2.1M
Hancock Whitney Corp. 0.07% Reduce -0.3% 15,245 $2.1M
CI Investments Inc. 0.01% Add +34.4% 15,206 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -0.1% 15,187 $2.1M
Midwest Professional Planners, LTD. 0.63% Add +7.2% 14,954 $2.1M
Ameritas Investment Partners, Inc. 0.07% Add +3.5% 14,902 $2.1M
Bollard Group LLC 0.06% Add +0.5% 14,874 $2.1M
Essential Planning, LLC. 0.01% New 14,555 $2.1M
Strong Tower Advisory Services 0.54% Add +4.7% 14,667 $2.1M
Trilogy Capital Inc. 0.11% New 14,623 $2.1M
Portfolio Design Labs, LLC 0.42% Add +10.7% 14,555 $2.0M
Empire Financial Management Company, LLC 0.63% Add +2.9% 14,513 $2.0M
E. Ohman J:or Asset Management AB 0.05% Add +9.8% 14,500 $2.0M
Choreo, LLC 0.03% Reduce -1.9% 14,462 $2.0M
Hennion & Walsh Asset Management, Inc. 0.09% Add +4.8% 14,444 $2.0M
Great Lakes Retirement, Inc. 0.26% Reduce -2.0% 14,407 $2.0M
Frank, Rimerman Advisors LLC 0.15% Add +2.7% 14,373 $2.0M
Palisade Asset Management, LLC 0.20% No change 14,342 $2.0M
WASHINGTON TRUST Co 0.07% Add +2.4% 14,260 $2.0M
Sterling Capital Management LLC 0.03% Add +42.0% 14,182 $2.0M
Redmond Asset Management, LLC 0.49% Add +7.4% 14,100 $2.0M
Canada Post Corp Registered Pension Plan 0.12% — 14,064 $2.0M
Redwood Investment Management, LLC 0.19% Reduce -6.6% 13,898 $1.9M
Lee Financial Co 0.27% Reduce -1.4% 13,705 $1.9M
Cerro Pacific Wealth Advisors LLC 0.64% Reduce -1.7% 14,319 $1.9M
Sigma Planning Corp 0.06% Add +10.8% 13,598 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +0.2% 13,454 $1.9M
Anchor Investment Management, LLC 0.17% Reduce -1.1% 13,344 $1.9M
Principal Securities, Inc. 0.04% Add +3.6% 13,338 $1.9M
Intech Investment Management LLC 0.02% Reduce -54.8% 13,220 $1.9M
Cornerstone Advisors, LLC 0.07% No change 13,200 $1.9M
MAI Capital Management 0.01% Add +46.4% 13,134 $1.8M
Matrix Trust Co 0.32% Add +0.2% 13,120 $1.8M
Wealthspire Advisors, LLC 0.02% Reduce -5.8% 13,099 $1.8M
Dakota Wealth Management 0.04% Add +0.1% 12,920 $1.8M
Global Retirement Partners, LLC 0.05% Reduce -6.0% 12,901 $1.8M
Hall Capital Management Co. Inc. 0.84% — 12,900 $1.8M
Atwood & Palmer Inc. 0.12% Reduce -0.0% 12,887 $1.8M
Access Financial Services, Inc. 0.80% Reduce -1.1% 12,831 $1.8M
Ieq Capital, LLC 0.02% Reduce -53.5% 12,812 $1.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.66% No change 11,852 $1.8M
Columbus Macro, LLC 0.25% Add +102.2% 12,701 $1.8M
Verdence Capital Advisors LLC 0.14% Add +0.2% 12,660 $1.8M
Cresset Asset Management, LLC 0.01% Reduce -58.6% 12,543 $1.8M
Wedbush Securities Inc. 0.06% Reduce -1.7% 12,526 $1.8M
BLB&B Advisors, LLC 0.09% Reduce -4.3% 12,517 $1.8M
LMG Wealth Partners, LLC 0.38% Add +0.4% 12,509 $1.8M
Tompkins Financial Corp. 0.16% Reduce -0.7% 12,447 $1.7M
Johnson Financial Group, Inc. 0.08% Reduce -6.5% 11,768 $1.7M
Alkeme Wealth, LLC 0.80% Add +1.7% 12,384 $1.7M
Vontobel Holding Ltd. 0.01% Add +8.6% 12,293 $1.7M
Mgo One Seven LLC 0.07% Add +9.8% 12,291 $1.7M
Carnegie Investment Counsel 0.05% Add +92.1% 12,263 $1.7M
Pensionfund Sabic 0.44% Add +23.6% 12,050 $1.7M
Commonwealth Retirement Investments LLC 0.69% Add +1.3% 11,965 $1.7M
Jain Global LLC 0.05% — 11,961 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -2.9% 11,858 $1.7M
IVC Wealth Advisors LLC 0.93% Reduce -2.0% 11,807 $1.7M
Icon Wealth Advisors, LLC 0.14% Add +0.5% 11,754 $1.6M
Howe & Rusling Inc. 0.14% Reduce -16.6% 11,752 $1.6M
Marks Group Wealth Management, Inc 0.16% Add +1.0% 11,740 $1.6M
Commerzbank Aktiengesellschaft 0.04% Add +7.1% 11,584 $1.6M
Exchange Traded Concepts, LLC 0.03% Reduce -1.3% 11,525 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +54.8% 11,516 $1.6M
Allianz SE 0.04% No change 11,527 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.15% Reduce -0.6% 11,454 $1.6M
Western Wealth Management, LLC 0.09% Reduce -11.1% 11,441 $1.6M
Badgley Phelps Wealth Managers, LLC 0.04% No change 11,434 $1.6M
HB Wealth Management, LLC 0.02% Add +15.9% 11,417 $1.6M
Uhlmann Price Securities, LLC 1.20% Add +3.3% 11,353 $1.6M
Ballentine Partners, LLC 0.03% Add +3.2% 11,310 $1.6M
Aspiriant, LLC 0.06% Reduce -3.3% 11,294 $1.6M
Crestline Management, L.P. 0.05% Add +99.1% 11,241 $1.6M
Dearborn Partners LLC 0.07% Add +3.2% 11,234 $1.6M
Thomas Story & Son LLC 0.66% No change 11,195 $1.6M
Independence Bank of Kentucky 0.24% Add +193.3% 11,176 $1.6M
Allworth Financial LP 0.01% Add +14.7% 10,777 $1.6M
Capital Investment Advisors, LLC 0.03% Add +8.1% 11,048 $1.5M
Cumberland Partners Ltd 0.11% Reduce -15.4% 11,000 $1.5M
Empirical Finance, LLC 0.09% Reduce -1.2% 10,953 $1.5M
Donoghue Forlines LLC 0.51% Add +15.3% 10,885 $1.5M
Greenfield Savings Bank 0.73% Reduce -1.4% 10,853 $1.5M
First City Capital Management, Inc. 0.81% Reduce -2.2% 10,847 $1.5M
Nicholson Wealth Management Group, LLC 1.02% Add +64.2% 10,843 $1.5M
Covenant Partners, LLC 0.47% Reduce -12.6% 10,822 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +2.4% 10,820 $1.5M
Composition Wealth, LLC 0.03% Add +91.1% 10,808 $1.5M
Axxcess Wealth Management, LLC 0.04% Reduce -6.5% 10,761 $1.5M
Boomfish Wealth Group, LLC 0.91% Add +2.3% 10,740 $1.5M
Modern Wealth Management, LLC 0.06% Reduce -4.7% 10,735 $1.5M
Forte Capital LLC 0.17% Reduce -68.3% 10,679 $1.5M
Assetmark, Inc. 0.00% Add +9.4% 10,677 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -8.8% 10,665 $1.5M
Kesler, Norman & Wride, LLC 0.32% Reduce -2.6% 10,654 $1.5M
Coldstream Capital Management Inc. 0.03% Add +3.6% 10,615 $1.5M
Hartford Financial Management Inc. 0.30% Reduce -7.3% 10,579 $1.5M
Pinnacle Financial Partners Inc 0.03% Add +3.7% 10,534 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +2.2% 10,508 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Reduce -0.9% 10,466 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% Add +1.4% 10,445 $1.5M
Costello Asset Management, INC 0.96% Reduce -51.7% 10,394 $1.5M
Farther Finance Advisors, LLC 0.05% Reduce -0.5% 10,172 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 10,171 $1.4M
Valmark Advisers, Inc. 0.02% Add +7.7% 10,149 $1.4M
Drake & Associates, LLC 0.40% Add +112.5% 9,569 $1.4M
Ossiam 0.02% Reduce -0.4% 9,913 $1.4M
EPG Wealth Management LLC 0.36% Reduce -0.7% 9,846 $1.4M
Independent Advisor Alliance 0.02% Add +14.2% 9,842 $1.4M
Brown Brothers Harriman & Co. 0.01% Reduce -0.4% 9,840 $1.4M
Jensen Investment Management Inc. 0.01% No change 9,830 $1.4M
Caprock Group, LLC 0.04% Add +0.2% 9,807 $1.4M
Bradley Foster & Sargent Inc. 0.02% No change 9,770 $1.4M
Allstate Corp. 0.04% New 9,767 $1.4M
Fayez Sarofim & Co 0.00% Add +3.9% 9,753 $1.4M
Huntington National Bank 0.01% Reduce -5.3% 9,703 $1.4M
Pacific Point Advisors, LLC 0.82% — 9,073 $1.4M
Financial Advocates Investment Management 0.08% Reduce -28.2% 9,652 $1.4M
Naviter Wealth, LLC 0.16% Add +39.6% 9,650 $1.4M
Bangor Savings Bank 0.13% Reduce -0.1% 9,650 $1.4M
Parallel Advisors, LLC 0.03% Add +10.9% 9,629 $1.4M
South Dakota Investment Council 0.03% No change 9,617 $1.3M
Peapack Gladstone Financial Corp. 0.02% Add +0.3% 9,600 $1.3M
SageView Advisory Group, LLC 0.06% Add +1.7% 9,419 $1.3M
Studio Investment Management LLC 0.28% Add +1.0% 9,355 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +0.8% 9,313 $1.3M
Essex Financial Services, Inc. 0.09% Add +4.9% 9,278 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -1.3% 9,271 $1.3M
Confluence Wealth Services, Inc. 0.08% Reduce -8.3% 8,955 $1.3M
HBK Sorce Advisory LLC 0.04% Reduce -0.6% 9,225 $1.3M
East Coast Asset Management, LLC. 0.43% Reduce -1.9% 9,178 $1.3M
Savant Capital, LLC 0.01% Add +2.2% 9,175 $1.3M
Empower Advisory Group, LLC 0.00% Reduce -13.5% 9,127 $1.3M
Squarepoint Ops LLC 0.00% Reduce -66.5% 9,107 $1.3M
Evercore Wealth Management, LLC 0.02% No change 9,078 $1.3M
Axq Capital, LP 0.57% New 9,071 $1.3M
Chicago Partners Investment Group LLC 0.04% Add +0.1% 9,067 $1.3M
Fiduciary Trust Co 0.02% No change 9,024 $1.3M
Raiffeisen Bank International AG 0.02% — 9,011 $1.3M
Howard Capital Management, LLC 0.02% Add +3.0% 8,944 $1.3M
Signaturefd, LLC 0.02% Add +2.3% 8,930 $1.3M
Empirical Asset Management, LLC 0.41% Add +32.4% 15,101 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 8,853 $1.2M
Hills Bank & Trust Co 0.09% Reduce -1.5% 8,843 $1.2M
Hilltop National Bank 0.37% Reduce -2.1% 8,826 $1.2M
Daymark Wealth Partners, LLC 0.05% Reduce -4.9% 8,818 $1.2M
Waverly Advisors, LLC 0.02% Add +15.1% 8,817 $1.2M
Advocate Group LLC 0.23% Reduce -0.6% 8,789 $1.2M
Bleakley Financial Group, LLC 0.04% Add +1.4% 8,758 $1.2M
Meeder Advisory Services, Inc. 0.08% Reduce -3.4% 8,754 $1.2M
Claro Advisors Inc. 0.17% Reduce -12.5% 8,721 $1.2M
O'Keefe Stevens Advisory, Inc. 0.38% Reduce -0.3% 8,685 $1.2M
Townsquare Capital LLC 0.01% Add +23.8% 8,681 $1.2M
Rockland Trust Co. 0.06% Reduce -0.1% 8,484 $1.2M
Guinness Atkinson Asset Management Inc 0.60% Add +23.4% 8,447 $1.2M
FORA Capital, LLC 0.14% Reduce -53.8% 8,447 $1.2M
US Asset Management LLC 1.06% Reduce -3.6% 8,438 $1.2M
Ontario Teachers Pension Plan Board 0.02% Add +176.3% 8,431 $1.2M
Moors & Cabot, Inc. 0.06% Add +0.6% 8,401 $1.2M
SouthState Bank Corp 0.08% Reduce -5.0% 8,350 $1.2M
RFG Advisory, LLC 0.03% Reduce -8.8% 8,297 $1.2M
MOKAN Wealth Management Inc. 0.74% — 8,265 $1.2M
IHT Wealth Management, LLC 0.04% Reduce -17.9% 8,258 $1.2M
Csenge Advisory Group 0.06% Reduce -1.3% 8,243 $1.2M
L.M. Kohn & Company 0.30% Reduce -2.0% 8,196 $1.1M
Leisure Capital Management 0.45% Reduce -7.9% 8,193 $1.1M
Argent Trust Co 0.05% Add +1.4% 8,100 $1.1M
Paragon Private Wealth Management, LLC 0.52% Add +7.3% 8,099 $1.1M
Crews Bank & Trust 0.19% — 8,074 $1.1M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -14.0% 8,054 $1.1M
Koshinski Asset Management, Inc. 0.10% Add +3.7% 8,002 $1.1M
S.A. Mason LLC 0.59% Reduce -0.8% 7,964 $1.1M
Asset Management Group, Inc. 0.20% Add +0.6% 7,951 $1.1M
Western Financial Corp 0.61% Add +0.1% 7,926 $1.1M
Rehmann Capital Advisory Group 0.07% Reduce -0.3% 7,925 $1.1M
Tran Capital Management, L.P. 0.13% Reduce -9.4% 7,887 $1.1M
Kapstone Financial Advisors LLC 0.59% No change 7,505 $1.1M
Venturi Wealth Management, LLC 0.05% Add +4234.8% 7,846 $1.1M
Elevated Capital Advisors, LLC 0.30% Add +0.6% 7,826 $1.1M
Kessler Investment Group, LLC 0.52% Reduce -3.8% 7,817 $1.1M
Harbor Investment Advisory, LLC 0.10% Reduce -2.1% 7,775 $1.1M
Powers Advisory Group, LLC 0.54% Add +0.0% 7,750 $1.1M
First National Advisers, LLC 0.17% Reduce -13.3% 7,715 $1.1M
Fulton Bank, N.A. 0.04% Add +1.3% 7,714 $1.1M
Voleon Capital Management LP 0.08% — 7,703 $1.1M
McDonald Partners LLC 0.27% Reduce -0.5% 7,640 $1.1M
Kentucky Trust Co 0.63% — 7,636 $1.1M
Wealth Alliance, LLC 0.13% Add +1.5% 7,616 $1.1M
Boston Research & Management Inc. 0.26% No change 7,590 $1.1M
Bard Financial Services, Inc. 0.13% No change 7,570 $1.1M
Ascentis Independent Advisors 0.20% Add +4.5% 7,552 $1.1M
J. Safra Sarasin Holding AG 0.02% Reduce -10.3% 7,498 $1.1M
Campbell & CO Investment Adviser LLC 0.08% Reduce -5.4% 7,401 $1.0M
Rogco, LP 0.42% Reduce -2.1% 7,395 $1.0M
Cross Staff Investments Inc 0.72% Reduce -6.4% 7,346 $1.0M
Granite Investment Partners, LLC 0.04% No change 7,298 $1.0M
Shell Asset Management Co. 0.04% Reduce -1.7% 7,258 $1.0M
Sagespring Wealth Partners, LLC 0.03% — 7,190 $1.0M
Lido Advisors, LLC 0.01% Add +2.1% 7,188 $1.0M
Salvus Wealth Management, LLC 0.64% Add +0.6% 7,181 $1.0M
Covenant Asset Management, LLC 0.22% No change 7,181 $1.0M
Cary Street Partners Financial LLC 0.03% — 7,179 $1.0M
Mission Creek Capital Partners, Inc. 0.22% Reduce -3.5% 7,172 $1.0M
Prosperity Consulting Group, LLC 0.08% Reduce -3.6% 7,146 $1.0M
Sfmg, LLC 0.08% No change 7,132 $1.0M
Transamerica Financial Advisors, LLC 0.10% Reduce -3.6% 7,128 $1.0M
Aviance Capital Partners, LLC 0.14% Add +3.2% 7,123 $999K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.4% 7,105 $996K
Callan Family Office, LLC 0.06% New 7,075 $992K
Allen Capital Group, LLC 0.12% Add +20.7% 7,060 $990K
Birch Capital Management, LLC 0.50% Reduce -0.2% 7,055 $989K
Tang Capital Management LLC 0.06% New 6,973 $978K
Prudential PLC 0.00% Reduce -7.1% 6,937 $973K
Jones Financial Companies LLLP 0.00% Add +120.0% 6,936 $973K
Schonfeld Strategic Advisors LLC 0.01% New 6,923 $971K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -10.1% 6,880 $965K
HighPoint Advisor Group LLC 0.05% Add +2.3% 6,596 $960K
Tiaa Trust, National Association 0.00% Add +11.0% 6,831 $958K
Freestone Capital Holdings, LLC 0.03% Reduce -1.4% 6,830 $958K
First Bank & Trust 0.18% Add +80.1% 6,817 $956K
Capital International Sarl 0.02% Add +37.3% 6,794 $953K
Moment Partners, LLC 0.18% — 6,773 $950K
Prossimo Advisors, LLC 0.69% No change 6,768 $949K
High Falls Advisors, Inc 0.22% Add +26.5% 6,740 $945K
Stratos Wealth Advisors, LLC 0.05% Add +0.6% 6,737 $945K
Heritage Trust Co 0.11% — 6,710 $941K
Greatmark Investment Partners, Inc. 0.13% Add +44.4% 6,683 $937K
Clifford Swan Investment Counsel LLC 0.03% Reduce -1.2% 6,669 $935K
PFG Investments, LLC 0.06% Add +0.5% 6,616 $928K
Modera Wealth Management, LLC 0.01% Add +6.1% 6,603 $926K
Entropy Technologies, LP 0.10% New 6,596 $925K
Kestra Investment Management, LLC 0.04% Add +47.3% 6,588 $924K
World Investment Advisors 0.03% Add +49.0% 6,586 $923K
Evergreen Capital Management LLC 0.03% Add +0.6% 6,560 $920K
AssuredPartners Investment Advisors, LLC 0.18% — 6,550 $919K
Thoroughbred Financial Services, LLC 0.06% Reduce -2.2% 6,534 $916K
SVB Wealth LLC 0.02% New 6,521 $914K
Marino, Stram & Associates LLC 0.20% Add +1.9% 6,520 $914K
JBGlobal.com LLC 0.96% — 6,474 $908K
FineMark National Bank & Trust 0.03% Reduce -4.9% 6,468 $907K
Beacon Financial Advisory LLC 0.29% Add +6.9% 6,455 $905K
Greenleaf Trust 0.01% Add +3.2% 6,452 $905K
Jacobi Capital Management LLC 0.07% Reduce -0.1% 6,410 $899K
IFP Advisors, Inc 0.03% Add +12.6% 6,365 $898K
Sara-Bay Financial 0.33% Reduce -0.2% 6,408 $897K
V-Square Quantitative Management LLC 0.13% Reduce -1.9% 6,340 $889K
Taylor Financial Group, Inc. 0.61% No change 6,331 $888K
Avidian Wealth Enterprises, LLC 0.04% Add +2.8% 6,330 $888K
Farmers & Merchants Investments Inc. 0.03% Reduce -3.5% 6,330 $888K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.3% 6,218 $872K
Park National Corp. 0.03% Reduce -18.3% 6,201 $870K
Guyasuta Investment Advisors Inc. 0.05% No change 6,162 $864K
AE Wealth Management LLC 0.01% Reduce -18.1% 6,135 $860K
Cushing Capital Partners, LLC 0.83% — 6,131 $860K
HUB Investment Partners, LLC 0.04% Add +5.0% 6,090 $854K
Horizon Investments, LLC 0.02% Add +2.8% 6,110 $851K
Provenance Wealth Advisors, LLC 0.11% No change 6,053 $849K
Middleton & Co. Inc. 0.09% Reduce -0.8% 6,040 $847K
Mitchell McLeod Pugh & Williams Inc. 0.18% No change 6,038 $847K
Ostrum Asset Management 0.07% Add +291.5% 6,033 $846K
Bank & Trust Co 0.70% Reduce -2.7% 5,963 $836K
Summit Financial, LLC 0.03% Add +14.5% 5,940 $833K
SC&H Financial Advisors, Inc. 0.17% Reduce -20.8% 5,902 $828K
Jacksonville Wealth Management, LLC 0.77% — 5,901 $828K
Crew Capital Management, Ltd 0.69% Add +200.1% 5,893 $826K
Chemung Canal Trust Co. 0.17% Reduce -2.0% 5,888 $826K
Penn Davis McFarland Inc. 0.09% No change 5,881 $825K
China Universal Asset Management Co., Ltd. 0.08% Add +28.4% 5,857 $821K
Buck Wealth Strategies, LLC 0.17% Add +72.7% 5,777 $810K
Human Investing LLC 0.14% No change 5,768 $809K
Forza Wealth Management, LLC 0.37% No change 5,736 $804K
Burke & Herbert Bank & Trust Co. 0.19% No change 5,725 $803K
Brighton Jones LLC 0.02% Add +26.3% 5,710 $801K
KFG Wealth Management, LLC 0.15% Add +3.1% 5,696 $799K
Checchi Capital Advisers, LLC 0.06% Add +0.4% 5,671 $795K
GAMMA Investing LLC 0.07% Add +26.3% 5,670 $795K
Chesley Taft & Associates LLC 0.04% No change 5,650 $792K
Jump Financial, LLC 0.02% Add +0.3% 5,611 $787K
Raleigh Capital Management Inc. 0.30% Reduce -1.0% 5,599 $785K
Kuhn & Co Investment Counsel 0.67% No change 5,578 $782K
Fifth Third Wealth Advisors LLC 0.04% Reduce -0.9% 5,576 $782K
HM Payson & Co. 0.01% Add +10.6% 5,554 $779K
Simon Quick Advisors, LLC 0.05% Add +3.4% 5,543 $777K
Broadwater Capital Management LLC 0.59% No change 5,520 $774K
Procyon Advisors, LLC 0.05% Add +0.5% 5,519 $774K
Ausdal Financial Partners, Inc. 0.07% Add +0.3% 5,518 $774K
Gen-Wealth Partners Inc 0.33% Add +27.9% 5,484 $769K
STF Management LP 0.34% Add +4.5% 5,467 $767K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.8% 5,461 $766K
Norris Perne & French LLP 0.06% No change 5,455 $765K
Panagora Asset Management Inc. 0.00% Add +42.9% 5,445 $763K
Journey Strategic Wealth LLC 0.03% Add +125.2% 5,409 $758K
Gallacher Capital Management LLC 0.38% Reduce -0.7% 5,405 $758K
Kolinsky Wealth Management, LLC 0.46% Add +5.9% 5,386 $755K
Leavell Investment Management, Inc. 0.04% Add +15.2% 5,356 $751K
Linscomb Wealth, Inc. 0.04% Add +1.1% 5,344 $749K
Rwa Wealth Partners, LLC 0.01% Add +10.6% 5,309 $744K
Harbour Investments, Inc. 0.02% Add +0.5% 5,290 $742K
Seelaus Asset Management LLC 0.68% No change 5,242 $735K
Ramirez Asset Management, Inc. 0.15% No change 5,212 $731K
Abn Amro Investment Solutions 0.01% Reduce -9.4% 5,209 $730K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +22.9% 5,196 $729K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +49.2% 5,155 $723K
Equitable Holdings, Inc. 0.01% Add +35.4% 5,147 $722K
Family Firm, Inc. 0.16% Add +0.1% 5,145 $722K
2UniFi Bank 0.48% — 5,136 $720K
Walleye Capital LLC 0.01% Reduce -50.8% 5,104 $716K
AlphaCore Capital LLC 0.15% Reduce -13.1% 5,099 $715K
E Fund Management Co., Ltd. 0.04% Add +32.3% 5,065 $710K
Tudor Investment Corporation 0.01% New 5,057 $709K
Choate Investment Advisors 0.02% Reduce -39.4% 5,051 $708K
Grey Ledge Advisors, LLC 0.18% Reduce -0.8% 5,027 $705K
Dark Forest Capital Management LP 0.10% Add +22.2% 5,000 $701K
Perigon Wealth Management, LLC 0.02% Add +25.8% 4,760 $699K
Range Financial Group LLC 0.32% Add +225.3% 4,958 $695K
NTV Asset Management LLC 0.09% Reduce -0.8% 4,910 $688K
Rise Advisors, LLC 0.33% Reduce -7.8% 4,903 $687K
Burney Co./ 0.02% No change 4,902 $687K
Bradyco, Inc. 0.42% — 4,860 $681K
TD Waterhouse Canada Inc. 0.01% Add +8.2% 4,856 $681K
Compass Ion Advisors, LLC 0.08% Reduce -5.6% 4,847 $680K
Kathmere Capital Management, LLC 0.06% Add +15.0% 4,842 $679K
TrinityPoint Wealth, LLC 0.10% Add +6.5% 4,832 $678K
WCM Investment Management, LLC 0.00% Add +103.8% 4,834 $677K
Wimmer Associates 1, LLC 0.33% No change 4,814 $675K
Atlas Legacy Advisors, LLC 0.16% — 4,785 $671K
Atlantic Union Bankshares Corp 0.04% Reduce -0.8% 4,769 $669K
J.W. Cole Advisors, Inc. 0.03% Add +0.4% 4,753 $666K
Mufg Securities Americas Inc. 0.09% — 4,729 $663K
Fiduciary Group, LLC 0.07% Reduce -0.8% 4,722 $662K
Sunbelt Securities, Inc. 0.06% Reduce -3.9% 4,730 $662K
ICICI Prudential Asset Management Co Ltd 0.07% Reduce -0.2% 4,686 $657K
Ellevest, Inc. 0.04% Add +10.9% 4,670 $655K
Lindbrook Capital, LLC 0.06% Reduce -0.8% 4,652 $652K
New Century Financial Group, LLC 0.28% Reduce -15.7% 4,668 $652K
Legacy Financial Advisors, Inc. 0.11% Reduce -5.6% 4,644 $651K
RDA Financial Network 0.19% Add +1.9% 4,641 $651K
Clifford Group, LLC 0.50% Add +0.8% 4,637 $650K
Private Trust Co. NA 0.07% Reduce -2.6% 4,636 $650K
Werlinich Asset Management, LLC 0.38% No change 4,625 $647K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -0.5% 4,603 $645K
Trust Co of the South 0.13% No change 4,601 $645K
Whittier Trust Co. of Nevada Inc. 0.02% Add +3.9% 4,588 $643K
Schechter Investment Advisors, LLC 0.05% Reduce -2.7% 4,568 $641K
Valley Forge Investment Consultants Inc. Adv 0.22% No change 4,560 $639K
Tyche Wealth Partners LLC 0.13% Add +38.6% 4,541 $637K
Spirepoint Private Client, LLC 0.08% Reduce -1.3% 4,530 $635K
Integrated Advisors Network LLC 0.03% Reduce -12.5% 4,509 $632K
Segment Wealth Management, LLC 0.04% No change 4,497 $631K
Aristides Capital LLC 0.20% Add +12.0% 4,480 $628K
Hurlow Wealth Management Group, Inc. 0.20% Add +0.0% 4,459 $625K
Spinnaker Trust 0.04% No change 4,456 $625K
Trustmark Bank Trust Department 0.05% Reduce -5.9% 4,450 $624K
Graypoint LLC 0.04% Add +2.3% 4,428 $621K
First PREMIER Bank 0.16% Reduce -6.6% 4,423 $620K
Johnson Investment Counsel Inc. 0.01% Add +5.5% 4,421 $620K
Pinnacle Bancorp, Inc. 0.20% Reduce -0.9% 4,383 $615K
Montag A & Associates Inc. 0.03% No change 4,375 $613K
Nottingham Advisors, Inc. 0.08% Reduce -7.5% 4,363 $612K
Bison Wealth, LLC 0.07% — 4,348 $610K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.2% 4,303 $603K
Dogwood Wealth Management LLC 0.32% Add +8.7% 4,303 $603K
Kanawha Capital Management LLC 0.05% Add +0.4% 4,301 $603K
Jmac Enterprises LLC 0.09% Reduce -17.3% 4,300 $603K
Arlington Trust Co LLC 0.13% No change 4,269 $599K
Old National Bancorp 0.01% Reduce -7.7% 4,242 $595K
Richards, Merrill & Peterson, Inc. 0.31% — 4,220 $592K
Court Place Advisors, LLC 0.19% Reduce -0.3% 4,195 $588K
TFG Advisers LLC 0.21% Add +4.5% 4,158 $583K
Eastern Bank 0.01% Add +9.6% 4,139 $580K
GeoWealth Management, LLC 0.02% Add +2.1% 4,120 $578K
Relyea Zuckerberg Hanson LLC 0.08% Add +0.7% 4,106 $576K
KRS Capital Management, LLC 0.41% Reduce -7.8% 4,101 $575K
Pitti Group Wealth Management, LLC 0.58% Add +3.5% 4,067 $570K
Bridges Investment Management Inc. 0.01% No change 4,066 $570K
Proficio Capital Partners LLC 0.05% Add +117.4% 4,057 $569K
Clean Yield Group 0.18% Add +3.0% 4,052 $568K
Advisors Capital Management, LLC 0.01% Add +3.7% 4,051 $568K
Physicians Financial Services, Inc. 0.17% Add +2.5% 4,052 $568K
Bison Wealth, LLC 0.12% Add +3.0% 4,035 $566K
JBR Co Financial Management Inc 0.34% Reduce -4.2% 4,024 $564K
Roman Butler Fullerton & Co. 0.18% Reduce -1.3% 3,806 $564K
Mendel Money Management 0.25% Reduce -0.3% 4,011 $562K
West Paces Advisors Inc. 0.14% Add +1.3% 4,008 $562K
MWA Asset Management 0.37% Add +1.9% 4,007 $562K
Mission Wealth Management, LP 0.01% Reduce -1.7% 4,003 $561K
EDENTREE ASSET MANAGEMENT Ltd 0.16% Reduce -16.7% 4,000 $561K
Beck Mack & Oliver LLC 0.01% No change 4,000 $561K
Clearbridge Investments, LLC 0.00% No change 4,000 $561K
Sunpointe, LLC 0.28% Reduce -0.5% 3,995 $560K
Washington Trust Bank 0.05% Reduce -4.5% 3,939 $552K
Novem Group 0.08% — 3,930 $551K
Valeo Financial Advisors, LLC 0.02% Add +8.9% 3,927 $551K
Secure Asset Management, LLC 0.08% Add +21.6% 3,923 $550K
Fourpath Capital Management, LLC 0.10% Reduce -1.7% 3,918 $549K
Retireful, LLC 0.31% New 3,891 $546K
Saratoga Research & Investment Management 0.03% Reduce -17.6% 3,882 $544K
Jeppson Wealth Management, LLC 0.20% Reduce -0.6% 3,869 $543K
Colonial Trust Co / SC 0.08% Reduce -1.1% 3,867 $542K
Flagship Harbor Advisors, LLC 0.03% Add +9.2% 3,860 $541K
Faithward Advisors, LLC 0.09% Add +4.0% 3,851 $540K
Spirit of America Management Corp. 0.11% No change 3,850 $540K
Natixis 0.00% New 3,837 $538K
Chase Investment Counsel Corp. 0.17% Reduce -0.4% 3,839 $538K
Compound Planning, Inc. 0.03% Add +135.5% 3,832 $537K
Tocqueville Asset Management L.P. 0.01% No change 3,828 $537K
Financial Management Professionals, Inc. 0.07% Add +52.4% 3,816 $535K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +0.1% 3,792 $532K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -11.7% 3,766 $528K
Leigh Baldwin & Co., LLC 0.44% — 3,739 $524K
Bouchey Financial Group, Ltd. 0.05% Add +7.6% 3,738 $524K
Kentucky Retirement Systems Insurance Trust Fund 0.09% Add +21.3% 11,510 $524K
Wharton Business Group, LLC 0.02% No change 3,715 $521K
Roehl & Yi Investment Advisors, LLC 0.29% — 3,713 $521K
Kingswood Wealth Advisors, LLC 0.04% Reduce -17.4% 3,683 $517K
STAR Financial Bank 0.37% Reduce -12.9% 3,674 $515K
Clark Capital Management Group, Inc. 0.00% Add +6.6% 3,672 $515K
FourThought Financial Partners, LLC 0.05% New 3,664 $514K
Essex Bank 0.13% No change 3,664 $514K
NorthRock Partners, LLC 0.02% Reduce -5.0% 3,652 $512K
Baron Wealth Management LLC 0.24% Add +0.3% 3,638 $510K
Fisher Asset Management 0.00% Reduce -2.3% 3,632 $509K
Ifrah Financial Services, Inc. 0.14% Reduce -0.3% 3,630 $509K
Legacy Capital Wealth Partners, LLC 0.13% Add +5.1% 3,627 $509K
Premier Path Wealth Partners, LLC 0.08% Add +2.9% 3,625 $508K
First National Corp. /Ma/ 0.11% Reduce -5.5% 3,621 $508K
Terra Nova Asset Management LLC 0.39% Add +0.6% 3,617 $507K
Wynn Capital, LLC 0.32% No change 3,600 $505K
Haverford Trust Co 0.01% Reduce -18.1% 3,597 $504K
Level Four Advisory Services, LLC 0.02% Add +7.5% 3,595 $504K
Harbour Trust & Investment Management Co 0.06% Reduce -5.3% 3,580 $502K
Nwam LLC 0.03% Add +0.0% 3,576 $501K
International Assets Investment Management, LLC 0.04% Reduce -39.6% 3,601 $499K
Aufman Associates Inc 0.34% No change 3,550 $498K
Capital Investment Advisory Services, LLC 0.05% Reduce -2.7% 3,545 $497K
Stevens Capital Management LP 0.20% New 3,514 $493K
RMR Capital Management, LLC 0.37% No change 3,506 $492K
Signal Advisors Wealth, LLC 0.06% Add +2.8% 3,471 $487K
First Financial Bank - Trust Division 0.05% Reduce -3.3% 3,451 $484K
Rossmore Private Capital 0.06% Reduce -1.9% 3,428 $481K
Berkshire Asset Management LLC 0.02% Reduce -5.2% 3,282 $480K
Riverview Trust Co 0.44% No change 3,416 $479K
Krane Funds Advisors LLC 0.02% Reduce -10.7% 3,416 $479K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,409 $478K
Pallas Capital Advisors LLC 0.02% Add +0.1% 3,403 $477K
Professional Advisory Services Inc. 0.06% No change 3,400 $477K
Boston Financial Mangement LLC 0.01% Add +103.7% 3,397 $476K
Phoenix Wealth Advisors 0.21% Reduce -0.4% 3,397 $476K
Wolverine Trading, LLC 0.01% New 3,401 $476K
Finward Bancorp 0.41% — 3,379 $474K
Smith Chas P & Associates Pa Cpas 0.03% No change 3,377 $474K
Millennium Management 0.00% New 3,375 $473K
DMKC Advisory Services, LLC 0.43% — 3,371 $473K
Vise Technologies, Inc. 0.04% Add +98.0% 3,360 $471K
Praxis Investment Management Inc. 0.03% No change 3,334 $467K
Dohj, LLC 0.11% Add +0.9% 3,310 $464K
Cigna Investments Inc. 0.08% No change 3,299 $462K
CWS Financial Advisors, LLC 0.15% Add +31.4% 3,274 $459K
44 Wealth Management LLC 0.18% Add +1.5% 3,273 $459K
NorthLanding Financial Partners, LLC 0.46% Add +0.5% 3,264 $458K
Griffith & Werner, Inc. 0.30% — 3,252 $456K
Woodstock Corp. 0.04% Reduce -3.7% 3,251 $456K
Avantax Planning Partners, Inc. 0.02% Reduce -0.1% 3,233 $453K
Key Financial Inc 0.10% No change 3,221 $452K
Wealth Alliance Advisory Group, LLC 0.10% Add +0.1% 3,210 $450K
Board of the Pension Protection Fund 0.52% — 3,200 $449K
CENTRAL TRUST Co 0.01% Reduce -0.6% 3,188 $447K
Ashton Thomas Securities, LLC 0.12% Add +2.5% 3,179 $446K
Clarius Group, LLC 0.03% Add +0.7% 3,175 $445K
Ti-Trust, Inc. 0.30% Add +0.8% 3,170 $444K
Mechanics Financial Corp 0.20% Reduce -1.9% 3,170 $444K
Good Life Advisors, LLC 0.03% Reduce -23.5% 3,169 $444K
SRH Advisors, LLC 0.13% No change 3,168 $444K
Schmidt P J Investment Management Inc. 0.08% No change 3,163 $444K
Marshall Financial Group, LLC 0.11% Reduce -68.2% 3,156 $443K
Beacon Bank & Trust 0.10% Add +3.2% 3,147 $441K
Patten & Patten Inc. 0.03% Reduce -0.6% 3,146 $441K
Sendero Wealth Management, LLC 0.07% No change 3,142 $441K
Wedmont Private Capital 0.02% Add +29.0% 3,166 $440K
SevenBridge Financial Group, LLC 0.08% No change 3,008 $440K
Romano Brothers and Company 0.06% Reduce -1.9% 3,125 $438K
Quadrant Capital Group LLC 0.03% Add +0.5% 3,124 $438K
Citizens Financial Group Inc. 0.01% Reduce -3.2% 3,120 $438K
Palumbo Wealth Management LLC 0.16% Add +0.6% 3,118 $437K
Master's Wealth Management Inc. 0.23% — 3,117 $437K
Challenger Wealth Management 0.38% — 3,115 $437K
Meyer Handelman Co. 0.01% No change 3,100 $435K
Biltmore Family Office, LLC 0.07% No change 3,098 $434K
Westwood Holdings Group Inc. 0.00% New 3,096 $434K
Norden Group LLC 0.05% Add +38.8% 3,089 $433K
UNIVEST FINANCIAL Corp 0.03% Reduce -6.7% 3,079 $432K
Cyndeo Wealth Partners, LLC 0.03% Add +0.1% 3,079 $432K
Sigma Investment Counselors Inc. 0.03% Add +5.7% 3,060 $429K
Delta Investment Management, LLC 0.08% No change 3,055 $428K
Flaharty Asset Management, LLC 0.06% No change 3,050 $428K
Pure Financial Advisors, LLC 0.01% Add +1.0% 3,034 $425K
Maridea Wealth Management LLC 0.14% — 3,032 $425K
Strategy Asset Managers LLC 0.08% Add +1.0% 3,027 $424K
Brookstone Capital Management 0.01% Add +6.0% 3,027 $424K
Pine Haven Investment Counsel, Inc 0.35% Reduce -15.0% 3,025 $424K
Forum Financial Management, LP 0.01% Add +27.8% 3,022 $424K
Mutual Advisors, LLC 0.01% Add +2.6% 2,881 $423K
Emerald Advisors, LLC 0.06% Add +2.5% 3,017 $423K
Verition Fund Management LLC 0.00% Reduce -52.0% 3,007 $422K
TrinityBridge Ltd 0.01% No change 3,000 $421K
Centiva Capital, LP 0.02% Reduce -61.8% 3,002 $421K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +14.6% 2,994 $420K
Northcape Wealth Management, LLC 0.14% Reduce -1.2% 2,992 $420K
Brooklyn Investment Group 0.12% Add +3.7% 2,989 $419K
Holderness Investments Co. 0.09% No change 2,981 $418K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -26.8% 2,976 $417K
Fiduciary Financial Group, LLC 0.09% Add +3.4% 3,000 $417K
M. Kraus & Co 0.13% Reduce -1.5% 2,974 $417K
Allegheny Financial Group 0.11% Reduce -1.5% 2,965 $416K
Beacon Financial Strategies CORP 0.28% No change 2,958 $415K
Summit Wealth Partners, LLC 0.09% No change 2,957 $415K
Cascades Capital Asset Management, LLC 0.23% Add +0.7% 2,956 $415K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.9% 2,956 $414K
Carderock Capital Management Inc. 0.10% No change 2,950 $414K
Lake Street Advisors Group, LLC 0.02% Add +6.9% 2,943 $413K
Savvy Advisors, Inc. 0.05% Add +8.2% 2,943 $413K
Aureus Asset Management, LLC 0.03% No change 2,938 $412K
Buckhead Capital Management LLC 0.13% Reduce -5.4% 2,933 $411K
KCM Investment Advisors LLC 0.01% No change 2,930 $411K
Penobscot Investment Management Company, Inc. 0.04% Reduce -9.3% 2,930 $411K
Park Place Capital Corp 0.11% Reduce -4.4% 2,928 $411K
RW Investment Management LLC 0.05% Reduce -46.6% 2,924 $410K
Perissos Private Wealth Management, LLC 0.30% Reduce -6.8% 2,895 $406K
Mattern Wealth Management LLC 0.09% Reduce -3.8% 2,888 $405K
Cornerstone Wealth Management, LLC 0.03% Reduce -1.0% 2,886 $405K
Forbes J M & Co. LLP 0.04% No change 2,884 $404K
Catalyst Financial Partners LLC 0.08% Reduce -2.8% 2,883 $404K
MTM Investment Management, LLC 0.15% Add +0.6% 2,869 $402K
Associated Banc-Corp 0.01% Reduce -16.5% 2,869 $402K
New Hampshire Trust 0.08% Reduce -2.1% 2,855 $400K
CX Institutional 0.02% Reduce -0.9% 2,845 $399K
First Heartland Consultants, Inc. 0.04% Add +0.8% 2,845 $399K
AlTi Global, Inc. 0.01% New 2,831 $397K
Northwest Quadrant Wealth Management, LLC 0.09% Add +0.5% 2,827 $396K
Mountain Pacific Investment Advisers LLC 0.03% No change 2,826 $396K
Arrow Financial Corp 0.04% Reduce -2.0% 2,818 $395K
Heritage Wealth Advisors 0.02% Reduce -3.7% 2,810 $394K
Optimist Retirement Group LLC 0.19% Reduce -17.6% 2,809 $394K
Geller Advisors LLC 0.03% Add +2.0% 2,809 $394K
Successful Portfolios LLC 0.26% Reduce -2.1% 2,792 $392K
Trueblood Wealth Management, LLC 0.19% No change 2,785 $391K
Alpha Omega Wealth Management LLC 0.07% No change 2,782 $390K
D.B. Root & Company, LLC 0.12% Add +0.4% 2,780 $390K
South Plains Financial, Inc. 0.30% — 2,765 $388K
Aprio Wealth Management, LLC 0.06% Add +61.7% 2,720 $381K
Geneos Wealth Management Inc. 0.01% Reduce -0.8% 2,720 $381K
Patton Albertson Miller Group, LLC 0.05% No change 2,702 $379K
Ascent Wealth Partners, LLC 0.05% No change 2,700 $379K
One Charles Private Wealth Services, LLC 0.13% No change 2,700 $379K
ICW Investment Advisors LLC 0.16% Reduce -5.1% 2,690 $377K
RB Capital Management, LLC 0.09% Reduce -0.4% 2,659 $373K
CPC Advisors, LLC 0.05% Add +8.1% 2,658 $373K
D'Orazio & Associates, Inc. 0.05% Add +3.4% 2,654 $372K
Douglas Lane & Associates, LLC 0.01% No change 2,653 $372K
Trivium Point Advisory, LLC 0.05% Add +16.2% 2,653 $372K
Roberts Glore & Co. Inc. 0.11% Reduce -3.6% 2,650 $372K
World Equity Group, Inc. 0.08% New 2,644 $371K
Chesapeake Capital Corp. 0.38% Reduce -56.1% 2,641 $370K
Aegis Wealth Management LLC 0.25% — 2,638 $370K
Autumn Glory Partners, LLC 0.18% Reduce -51.6% 2,630 $369K
Wood Tarver Financial Group, LLC 0.12% — 2,619 $367K
Caisse de depot et placement du Quebec 0.00% Reduce -7.1% 2,609 $366K
Texas Bank & Trust Co 0.15% — 2,595 $364K
Mather Group, Llc. 0.00% Add +0.7% 2,590 $363K
Murphy, Middleton, Hinkle & Parker, Inc. 0.21% Reduce -0.0% 2,590 $363K
Westmount Partners, LLC 0.11% No change 2,589 $363K
Intrust Bank NA 0.04% Add +4.8% 2,578 $361K
Brown Capital Management LLC 0.01% Add +12.4% 2,576 $361K
Blue Trust, Inc. 0.00% Reduce -66.3% 2,568 $360K
EverSource Wealth Advisors, LLC 0.02% Add +1.9% 2,567 $360K
Patrick M Sweeney & Associates, Inc. 0.27% No change 2,563 $359K
Concourse Financial Group Securities, Inc. 0.02% Add +10.3% 2,467 $357K
Bryn Mawr Trust Advisors, LLC 0.02% New 2,546 $357K
Country Club Bank 0.02% No change 2,550 $357K
SeaCrest Wealth Management, LLC 0.04% Reduce -0.0% 2,525 $354K
Advisor OS, LLC 0.04% Reduce -1.0% 2,516 $353K
Ingalls & Snyder LLC 0.01% New 2,502 $351K
Richwood Investment Advisors, LLC 0.29% Add +25.0% 2,497 $350K
Silvercrest Asset Management Group LLC 0.00% No change 2,497 $350K
FAS Wealth Partners, Inc. 0.03% Add +0.2% 2,494 $350K
Cherry Creek Investment Advisors, Inc. 0.17% Add +0.7% 2,483 $348K
Syon Capital LLC 0.03% Add +36.9% 2,482 $348K
Beaumont Financial Advisors, LLC 0.03% Reduce -8.1% 2,466 $346K
LGT Group Foundation 0.01% No change 2,458 $345K
Fruth Investment Management 0.09% Reduce -0.2% 2,451 $343K
Commonwealth Financial Services, LLC 0.07% Add +9.4% 2,446 $343K
Seneca Financial Advisors LLC 0.17% Add +0.2% 2,435 $341K
Wambolt & Associates, LLC 0.11% Reduce -19.9% 2,431 $341K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -39.7% 2,430 $341K
Fulcrum Capital LLC 0.07% Add +8.1% 2,428 $340K
Fielder Capital Group LLC 0.11% Reduce -0.0% 2,424 $340K
Oarsman Capital, Inc. 0.06% No change 2,418 $339K
Optas, LLC 0.07% Add +0.8% 2,415 $339K
Belpointe Asset Management LLC 0.02% Add +0.1% 2,574 $338K
Adero Partners, LLC 0.02% Add +3.2% 2,391 $335K
Sterling Investment Counsel, LLC 0.22% Reduce -2.3% 2,375 $333K
Pettee Investors, Inc. 0.17% No change 2,375 $333K
Fiducient Advisors LLC 0.04% Add +0.3% 2,372 $333K
CRA Financial Services, LLC 0.06% No change 2,370 $332K
Catalina Capital Group, LLC 0.11% Add +4.3% 2,365 $332K
Security Financial Services, INC. 0.07% Add +4.5% 2,362 $331K
Loudon Investment Management, LLC 0.19% No change 2,350 $330K
Lavaca Capital LLC 0.14% Add +0.6% 2,345 $329K
Harold Davidson & Associates Inc. 0.16% — 2,340 $328K
Martin Capital Partners, LLC 0.39% Reduce -62.1% 2,341 $328K
Bank Ozk 0.13% Reduce -0.0% 2,319 $325K
Penserra Capital Management LLC 0.01% Add +50.6% 2,321 $324K
Cadence Bank 0.02% Reduce -6.3% 2,303 $323K
ProVise Management Group, LLC 0.03% Reduce -33.6% 2,300 $323K
Kagan Cocozza Asset Management 0.27% — 2,296 $322K
Navalign, LLC 0.09% No change 2,289 $321K
Verum Partners LLC 0.09% Add +2.0% 2,289 $321K
CHICAGO TRUST Co NA 0.06% Reduce -10.1% 2,281 $320K
Provident Investment Management, Inc. 0.03% No change 2,277 $319K
First Manhattan Co. Llc. 0.00% No change 2,277 $319K
Apeiron RIA LLC 0.09% Reduce -46.7% 2,272 $319K
Acadian Asset Management LLC 0.00% Reduce -24.5% 2,272 $318K
Optivise Advisory Services LLC 0.17% Add +4.0% 2,264 $317K
Arete Wealth Advisors, LLC 0.02% Add +34.5% 2,263 $317K
Perennial Investment Advisors, LLC 0.04% Add +13.0% 2,256 $316K
Fidelis Capital Partners, LLC 0.03% Add +19.9% 2,123 $316K
Sage Mountain Advisors LLC 0.02% Reduce -10.7% 2,249 $315K
Stockman Wealth Management, Inc. 0.05% No change 2,248 $315K
Insigneo Advisory Services, LLC 0.03% Reduce -39.2% 2,247 $315K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,247 $315K
Wesbanco Bank Inc. 0.01% Reduce -9.8% 2,241 $314K
Edgemoor Investment Advisors, Inc. 0.03% Add +28.8% 2,238 $314K
Red Door Wealth Management, LLC 0.05% New 2,237 $314K
Guardian Wealth Advisors, LLC / NC 0.03% Add +13.3% 2,229 $313K
Powell Investment Advisors, LLC 0.14% No change 2,228 $312K
Park Edge Advisors, LLC 0.09% No change 2,210 $310K
M3 Advisory Group, LLC 0.22% Add +0.5% 2,205 $309K
Searle & Co. 0.09% No change 2,200 $308K
St Germain D J Co. Inc. 0.01% Add +131.7% 2,199 $308K
Sunflower Bank, N.A. 0.09% Add +5.8% 2,196 $308K
Gray Wealth Management Inc. 0.12% Reduce -4.3% 2,195 $308K
NorthCrest Asset Manangement, LLC 0.01% Add +0.2% 2,195 $308K
Great Valley Advisor Group, Inc. 0.01% Add +6.6% 2,193 $307K
Executive Wealth Management, LLC 0.02% Add +13.0% 2,187 $307K
F/m Investments LLC 0.01% New 2,185 $306K
Moseley Investment Management Inc. 0.12% Add +0.3% 2,180 $306K
Chesapeake Asset Management LLC 0.28% Reduce -1.3% 2,178 $305K
Carmel Capital Partners, LLC 0.12% Reduce -1.3% 2,178 $305K
Kidder Stephen W 0.09% No change 2,175 $305K
Ledyard National Bank 0.03% Reduce -0.3% 2,173 $305K
IFG Advisory, LLC 0.02% New 2,171 $304K
Family Legacy, Inc. 0.10% Add +2.9% 2,160 $303K
Westpac Banking Corp. 0.02% No change 2,152 $302K
Alpha Family Trust 0.17% No change 2,150 $301K
Trust Point Inc. 0.02% Add +0.3% 2,137 $300K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +5.7% 2,132 $299K
Oakworth Capital, Inc. 0.02% Reduce -0.5% 2,132 $299K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.9% 2,129 $299K
Blackston Financial Advisory Group, LLC 0.15% Reduce -0.1% 2,128 $298K
WBH Advisory Inc. 0.03% No change 2,124 $298K
Weaver Capital Management LLC 0.08% Add +3.7% 2,121 $297K
American Capital Advisory, LLC 0.16% No change 2,116 $297K
Silvant Capital Management LLC 0.01% No change 2,108 $296K
Sloy Dahl & Holst, LLC 0.04% No change 2,100 $294K
Hunter Associates Investment Management LLC 0.04% Add +4.1% 2,088 $294K
Nixon Peabody Trust Co. 0.02% Add +8.9% 2,096 $294K
First Interstate Bank 0.02% Reduce -0.3% 2,094 $294K
FLC Capital Advisors 0.07% No change 2,089 $293K
Freedom Investment Management, Inc. 0.02% Add +5.2% 2,089 $293K
Community Bank, N.A. 0.04% No change 2,075 $291K
Aberdeen Wealth Management LLC 0.20% Add +0.1% 2,055 $288K
WNY Asset Management, LLC 0.04% Add +0.1% 2,045 $287K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.3% 2,043 $287K
Aries Wealth Management 0.08% No change 2,039 $286K
Dodds Wealth, LLC 0.09% No change 1,962 $284K
International Private Wealth Advisors LLC 0.28% Add +0.9% 2,012 $282K
Pinnacle Wealth Management Group, Inc. 0.18% No change 2,007 $281K
Sequent Asset Management, LLC 0.14% No change 2,000 $280K
Shayne & Jacobs, LLC 0.07% No change 2,000 $280K
Birch Hill Investment Advisors LLC 0.01% No change 2,000 $280K
Northeast Financial Consultants Inc 0.01% No change 2,000 $280K
KPP Advisory Services LLC 0.07% Reduce -0.3% 1,998 $280K
BlackDiamond Wealth Management, LLC 0.16% Add +0.1% 1,989 $279K
Groupama Asset Managment 0.01% Reduce -86.1% 1,984 $278K
City State Bank 0.10% Reduce -3.7% 1,962 $275K
Regent Peak Wealth Advisors LLC 0.06% Add +1.2% 1,960 $275K
Founders Financial Alliance, LLC 0.08% No change 1,959 $275K
Enclave Advisors LLC 0.05% Reduce -0.1% 1,957 $274K
BSW Wealth Partners 0.04% Add +29.4% 1,956 $274K
Phillips Wealth Planners LLC 0.27% Reduce -1.6% 1,971 $274K
Aaron Wealth Advisors LLC 0.03% Add +3.3% 1,949 $273K
Advisory Alpha, LLC 0.01% New 1,947 $273K
Ethos Financial Group, LLC 0.04% Reduce -0.4% 1,945 $273K
Moloney Securities Asset Management, LLC 0.04% No change 1,944 $273K
Covestor Ltd 0.17% Reduce -12.9% 1,941 $272K
Vaughan David Investments LLC 0.01% No change 1,940 $272K
Nikulski Financial, Inc. 0.08% No change 1,935 $271K
Rockline Wealth Management, LLC 0.07% No change 1,929 $270K
Stratos Investment Management, LLC 0.02% Reduce -34.1% 1,924 $270K
Midland Wealth Advisors, LLC 0.02% No change 1,919 $269K
Smartleaf Asset Management LLC 0.03% Add +53.4% 1,919 $269K
Becker Capital Management Inc. 0.01% No change 1,911 $268K
Wilkins Investment Counsel Inc. 0.04% No change 1,911 $268K
First Affirmative Financial Network 0.15% Reduce -5.9% 1,908 $267K
Transcend Capital Advisors, LLC 0.02% Add +0.2% 1,905 $267K
Brass Tax Wealth Management, Inc. 0.06% Reduce -10.4% 1,904 $267K
Centennial Bank 0.13% Reduce -3.1% 1,901 $267K
StoneX Group Inc. 0.01% New 1,901 $267K
Sava Infond d.o.o. 0.05% — 1,900 $266K
Diversified Trust Co. 0.01% Reduce -2.4% 1,898 $266K
AA Financial Advisors, LLC 0.07% No change 1,891 $265K
Capital Advisors Wealth Management, LLC 0.05% No change 1,886 $264K
Schwartz Investment Counsel Inc. 0.01% No change 1,879 $263K
Brady Family Wealth, LLC 0.08% Reduce -0.4% 1,874 $263K
Cahaba Wealth Management, Inc. 0.02% Reduce -1.2% 1,871 $262K
Magnus Financial Group LLC 0.03% No change 1,868 $262K
ARS Wealth Advisors Group, LLC 0.04% Add +0.2% 1,865 $262K
Aspen Investment Management Inc 0.12% No change 1,860 $261K
Cranbrook Wealth Management, LLC 0.06% Add +6.9% 1,850 $259K
Oak Hill Wealth Advisors, LLC 0.06% — 1,840 $258K
Wealth Group, Ltd. 0.17% Add +22.1% 1,832 $257K
MRA Advisory Group 0.14% Add +3.5% 1,831 $257K
Pinion Investment Advisors, LLC 0.10% Add +0.1% 1,829 $256K
Spire Wealth Management 0.01% Add +1.8% 1,828 $256K
Syntax Research, Inc. 0.18% No change 1,826 $256K
TRUE Private Wealth Advisors 0.03% Reduce -1.1% 1,818 $255K
Avestar Capital, LLC 0.02% Add +10.1% 1,803 $253K
Perpetual Ltd 0.00% No change 1,800 $252K
Trek Financial, LLC 0.02% Reduce -13.1% 1,795 $252K
Greykasell Wealth Strategies, Inc. 0.14% — 1,790 $251K
Wright Investors Service Inc. 0.08% Reduce -67.8% 1,782 $250K
Trust Co. of Toledo NA 0.03% No change 1,775 $249K
S&co Inc. 0.02% No change 1,775 $248K
SP Asset Management LLC 0.02% Reduce -28.1% 1,761 $247K
Mitchell Sinkler & Starr 0.07% No change 1,750 $245K
LMCG Investments, LLC 0.01% No change 1,750 $245K
Measured Risk Portfolios, Inc. 0.27% — 1,745 $245K
Bar Harbor Wealth Management 0.02% Reduce -3.5% 1,724 $242K
Unionview, LLC 0.18% No change 1,721 $241K
Monument Capital Management 0.07% Add +4.4% 1,714 $240K
Zhang Financial LLC 0.01% Add +2.8% 1,709 $240K
Ameritas Advisory Services, LLC 0.01% Add +11.1% 1,709 $240K
Holos Integrated Wealth LLC 0.16% — 1,707 $239K
Opus Capital Group, LLC 0.03% Reduce -18.5% 1,692 $237K
Indie Asset Partners, LLC 0.19% Reduce -25.1% 1,685 $236K
Legacy Advisors, LLC 0.02% Reduce -22.7% 1,676 $235K
Measured Wealth Private Client Group, LLC 0.08% No change 1,674 $235K
Cornerstone Wealth Group, LLC 0.02% Add +0.3% 1,666 $234K
Cullen/Frost Bankers, Inc. 0.00% Add +3.7% 1,657 $232K
Allred Capital Management, LLC 0.09% No change 1,653 $232K
ESL Trust Services, LLC 0.05% Add +560.0% 1,650 $231K
Baldwin Investment Management, LLC 0.03% No change 1,650 $231K
Murphy & Mullick Capital Management Corp 0.21% — 1,648 $231K
TCFG Wealth Management, LLC 0.12% Reduce -1.4% 1,644 $231K
Glen Eagle Advisors, LLC 0.04% Reduce -2.7% 1,637 $230K
Cullinan Associates Inc. 0.01% Reduce -43.6% 1,636 $229K
Intrua Financial, LLC 0.04% Add +3.5% 1,636 $229K
SignalPoint Asset Management, LLC 0.06% Reduce -5.6% 1,634 $229K
Valley National Advisers Inc. 0.04% No change 1,639 $229K
Summit Global Investments 0.01% Add +0.5% 1,631 $229K
Cidel Asset Management Inc. 0.02% Add +5.8% 1,632 $229K
Bank of New Hampshire 0.06% No change 1,630 $229K
Goelzer Investment Management, Inc. 0.01% No change 1,630 $229K
Verity Asset Management, Inc. 0.13% Reduce -50.0% 1,633 $228K
Los Angeles Capital Management LLC 0.00% Reduce -73.9% 1,623 $228K
Marshall Wace, LLP 0.00% New 1,621 $227K
Tritonpoint Wealth, LLC 0.02% Add +0.2% 1,615 $227K
Tradition Wealth Management, LLC 0.02% Reduce -7.8% 1,615 $226K
Chaney Capital Management, Inc. 0.11% No change 1,610 $226K
Mayflower Financial Advisors, LLC 0.03% Add +0.4% 1,609 $226K
Hardman Johnston Global Advisors LLC 0.01% No change 1,600 $224K
King Wealth Management Group 0.03% No change 1,594 $224K
Ariadne Wealth Management, LP 0.10% New 1,512 $224K
Independent Financial Group, LLC 0.01% Reduce -1.5% 1,594 $224K
Leo Wealth, LLC 0.02% New 1,587 $222K
First County Bank 0.12% New 1,581 $222K
CVA Family Office, LLC 0.04% Add +13.8% 1,580 $222K
Kovack Advisors, Inc. 0.02% New 1,575 $221K
Cornerstone Capital, Inc. 0.02% Reduce -4.0% 1,575 $221K
ICONIQ Capital, LLC 0.00% New 1,572 $220K
Indiana Trust & Investment Management Co 0.07% No change 1,570 $220K
Live Oak Private Wealth LLC 0.04% No change 1,566 $220K
Sandy Spring Bank 0.01% Add +167.1% 1,565 $219K
Madrona Financial Services, LLC 0.06% Add +0.7% 1,547 $217K
Veery Capital, LLC 0.08% No change 1,543 $216K
Johnson & White Wealth Management, LLC 0.13% New 1,559 $216K
one8zero8, LLC 0.05% — 1,540 $216K
Bluespring Wealth Management, LLC 0.02% Add +0.2% 1,539 $216K
Berry Wealth Group, LP 0.16% New 1,539 $216K
M. Kulyk & Associates, LLC 0.05% Add +0.3% 1,535 $215K
PDS Planning, Inc 0.02% Add +0.9% 1,530 $215K
Exchange Bank 0.17% No change 1,523 $214K
Wayfinding Financial, LLC 0.11% New 1,524 $213K
PCA Investment Advisory Services Inc. 0.10% Add +0.1% 1,508 $211K
Fragasso Financial Advisors Inc 0.02% New 1,507 $211K
Wedgewood Investors Inc. 0.25% No change 1,504 $211K
Vertex Planning Partners, LLC 0.05% New 1,501 $210K
Hummer Financial Advisory Services Inc 0.17% No change 1,500 $210K
Capital Investment Services of America, Inc. 0.02% No change 1,500 $210K
Baader Bank Aktiengesellschaft 0.02% Reduce -4.3% 1,500 $210K
Philadelphia Trust Co. 0.02% No change 1,500 $210K
Franklin Street Advisors Inc. 0.01% No change 1,498 $210K
Quantum Financial Advisors, LLC 0.03% No change 1,497 $210K
Members Capital Advisors Inc. 0.19% No change 1,497 $210K
Morningstar Investment Management LLC 0.02% No change 1,493 $209K
Childress Capital Advisors, LLC 0.06% Reduce -7.7% 1,490 $209K
TFC Financial Management, Inc. 0.03% No change 1,483 $208K
GTS Securities LLC 0.01% Reduce -3.7% 1,476 $207K
North Star Asset Management Inc. 0.01% New 1,475 $207K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.13% — 1,470 $206K
Washington Trust Advisors, Inc. 0.02% No change 1,470 $206K
Axis Wealth Partners, LLC 0.17% — 1,469 $206K
Axiom Financial Strategies, LLC 0.11% Reduce -1.8% 1,467 $206K
Vista Finance, LLC 0.21% New 1,466 $206K
Hoxton Planning & Management, LLC 0.08% New 1,462 $205K
Smithfield Trust Co 0.01% No change 1,450 $205K
Cape Ann Savings Bank 0.12% New 1,457 $204K
Bender Robert & Associates 0.05% New 1,455 $204K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,452 $204K
Jaffetilchin Investment Partners, LLC 0.01% Add +0.3% 1,438 $202K
Keudell/Morrison Wealth Management 0.05% New 1,437 $201K
Colonial River Investments, LLC 0.10% New 1,436 $201K
Duncker Streett & Co. Inc. 0.04% Add +0.3% 1,430 $201K
Zullo Investment Group, Inc. 0.08% New 1,429 $200K
Capital Advisors, Ltd. LLC 0.03% Reduce -0.5% 1,422 $199K
AdvisorNet Financial, Inc 0.02% Reduce -22.8% 1,389 $195K
Creative Financial Designs Inc. 0.02% No change 1,388 $195K
GoalVest Advisory LLC 0.05% Add +3.0% 1,388 $195K
Evergreen Private Wealth LLC 0.09% Reduce -0.1% 1,321 $185K
Sentry Investment Management LLC 0.09% Reduce -14.0% 1,321 $185K
Cary Street Partners Investment Advisory LLC 0.12% Reduce -84.4% 1,318 $185K
Old Second National Bank of Aurora 0.04% Add +4.0% 1,317 $185K
O'Brien Wealth Partners LLC 0.03% Reduce -11.9% 1,277 $179K
Blume Capital Management, Inc. 0.04% No change 1,265 $177K
Rosenberg Matthew Hamilton 0.04% No change 1,234 $173K
Union Savings Bank 0.08% No change 1,201 $168K
Louisbourg Investments Inc. 0.04% No change 1,200 $168K
Arax Advisory Partners 0.01% Add +331.6% 1,187 $166K
Putney Financial Group LLC 0.15% — 1,170 $164K
Balefire, LLC 0.06% Reduce -3.0% 1,182 $164K
Salem Investment Counselors Inc. 0.01% No change 1,121 $157K
Barrett & Company, Inc. 0.07% No change 1,120 $157K
MCF Advisors LLC 0.01% Add +5.0% 1,114 $156K
Kohmann Bosshard Financial Services, LLC 0.02% Reduce -35.3% 1,068 $150K
Deseret Mutual Benefit Administrators 0.07% Reduce -1.8% 1,067 $150K
Addison Advisors LLC 0.04% Add +10.4% 1,057 $148K
Rialto Wealth Management, LLC 0.05% — 1,035 $145K
Centricity Wealth Management, LLC 0.13% — 1,014 $142K
Pingora Partners LLC 0.09% No change 1,000 $140K
Nvwm, LLC 0.04% No change 999 $140K
Morton Brown Family Wealth, LLC 0.05% No change 985 $138K
Archer Investment Corp 0.04% Reduce -0.9% 978 $137K
Loomis Sayles & Co. L P 0.00% Add +59.8% 967 $136K
Delta Asset Management LLC 0.01% No change 968 $136K
Hollencrest Capital Management 0.01% No change 964 $135K
LGT Financial Advisors LLC 0.29% Add +0.3% 948 $133K
Cromwell Holdings LLC 0.08% No change 933 $131K
Quent Capital, LLC 0.01% Add +1.7% 913 $128K
Mascoma Wealth Management LLC 0.03% Add +0.2% 913 $128K
Boyd Watterson Asset Management LLC 0.04% No change 909 $127K
Logan Capital Management Inc. 0.01% Add +0.3% 884 $124K
Sound Income Strategies, LLC 0.01% Add +7.6% 880 $123K
Operose Advisors LLC 0.04% No change 870 $122K
Eagle Bay Advisors LLC 0.08% Reduce -2.1% 868 $122K
Menard Financial Group LLC 0.07% New 859 $120K
SOA Wealth Advisors, LLC. 0.02% Add +0.6% 850 $119K
Parkside Financial Bank & Trust 0.01% Add +15.6% 754 $106K
Optimum Investment Advisors 0.05% No change 750 $105K
Hazlett, Burt & Watson, Inc. 0.04% No change 715 $101K
Larson Financial Group LLC 0.01% Add +17.0% 717 $101K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 700 $98K
Vestor Capital, LLC 0.01% Add +41.4% 693 $97K
Bartlett & Co. Wealth Management LLC 0.00% No change 688 $96K
Avior Wealth Management, LLC 0.00% Add +0.4% 679 $95K
Security National Bank 0.01% No change 675 $95K
Parvin Asset Management, LLC 0.10% — 670 $94K
Canton Hathaway, LLC 0.02% No change 651 $91K
Catalyst Capital Advisors LLC 0.00% Reduce -10.1% 642 $90K
Missouri Trust & Investment Co 0.03% Reduce -1.6% 637 $89K
Asset Dedication, LLC 0.01% Reduce -2.5% 634 $89K
General Partner, Inc. 0.05% No change 618 $87K
Continuum Advisory, LLC 0.01% Reduce -0.7% 604 $85K
Hopwood Financial Services, Inc. 0.06% — 600 $84K
Rothschild Investment LLC 0.01% Add +2.6% 599 $84K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -12.7% 585 $82K
American National Bank & Trust 0.01% Add +192.8% 568 $80K
Darwin Wealth Management, LLC 0.03% Reduce -10.6% 567 $80K
Dunhill Financial, LLC 0.04% Add +83.4% 565 $79K
Monetary Management Group Inc. 0.02% No change 550 $77K
West Branch Capital LLC 0.02% No change 542 $76K
SBI Securities Co., Ltd. 0.00% — 522 $73K
Atticus Wealth Management, LLC 0.02% No change 520 $73K
Eisler Capital Management Ltd. 0.00% — 515 $71K
Sugarloaf Wealth Management, LLC 0.01% No change 503 $71K
Briaud Financial Planning Inc 0.03% New 500 $70K
Paradigm Asset Management Co. LLC 0.02% No change 497 $70K
Crowley Wealth Management, Inc. 0.06% — 486 $68K
Salomon & Ludwin, LLC 0.01% Reduce -5.0% 475 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 466 $65K
Hexagon Capital Partners LLC 0.01% Add +31.3% 462 $65K
Tradewinds Capital Management, LLC 0.02% Add +1.8% 458 $64K
Mizuho Bank, Ltd. 0.02% New 450 $63K
Foster Dykema Cabot & Partners, LLC 0.00% No change 435 $61K
Beacon Capital Management, LLC 0.01% Reduce -27.6% 433 $61K
TCTC Holdings, LLC 0.00% No change 426 $60K
Armstrong Advisory Group, Inc. 0.00% No change 424 $59K
Grove Bank & Trust 0.01% Add +14.0% 423 $59K
Tobam 0.02% Reduce -30.9% 424 $59K
Golden State Wealth Management, LLC 0.01% — 419 $59K
Field & Main Bank 0.02% Reduce -5.8% 410 $57K
Itau Unibanco Holding S.A. 0.00% Add +381.2% 409 $57K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 404 $57K
New England Capital Financial Advisors LLC 0.03% Add +0.8% 403 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -4.8% 400 $56K
Bruce G. Allen Investments, LLC 0.05% Reduce -1.7% 396 $56K
DecisionPoint Financial, LLC 0.02% No change 394 $55K
TruNorth Capital Management, LLC 0.01% No change 388 $54K
Richardson Financial Services Inc. 0.04% Reduce -49.0% 380 $53K
Sittner & Nelson, LLC 0.02% No change 378 $53K
Front Row Advisors LLC 0.02% No change 376 $53K
First Community Trust NA 0.04% No change 371 $52K
Castleark Management LLC 0.00% No change 360 $50K
Toth Financial Advisory Corp. 0.01% No change 357 $50K
Clearstead Trust, LLC 0.01% Add +0.6% 355 $50K
Peoples Financial Services Corp. 0.02% No change 331 $46K
Cedar Mountain Advisors, LLC 0.01% Add +0.6% 324 $45K
Transce3nd, LLC 0.02% — 317 $44K
Princeton Global Asset Management LLC 0.01% Add +58.3% 315 $44K
Wintrust Investments LLC 0.04% Reduce -6.0% 316 $44K
Tidemark, LLC 0.02% No change 311 $44K
Ofi Invest Asset Management 0.00% — 318 $43K
Mark Sheptoff Financial Planning, LLC 0.02% No change 300 $42K
CNB Bank 0.02% No change 300 $42K
Campbell Capital Management Inc. 0.02% New 300 $42K
City Holding Co. 0.01% New 300 $42K
Fortis Group Advisors, LLC 0.01% No change 298 $42K
Bellevue Asset Management, LLC 0.02% No change 298 $42K
Whipplewood Advisors, LLC 0.02% — 293 $41K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.3% 292 $41K
DHJJ Financial Advisors, Ltd. 0.02% No change 286 $40K
Aventura Private Wealth, LLC 0.02% — 284 $40K
BankPlus Trust Department 0.01% — 280 $39K
Bogart Wealth, LLC 0.00% No change 276 $39K
ORG Partners LLC 0.01% No change 274 $38K
Criterion Capital Advisors, LLC 0.02% No change 324 $38K
Evolution Advisers, Inc. 0.02% No change 275 $38K
Hemington Wealth Management 0.01% Add +18.1% 268 $37K
JFS Wealth Advisors, LLC 0.00% Reduce -20.6% 258 $36K
Asset Planning,Inc 0.03% — 255 $36K
MilWealth Group LLC 0.01% New 253 $35K
Investors Research Corp 0.01% No change 251 $35K
Fortitude Family Office, LLC 0.01% No change 250 $35K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $35K
Avion Wealth 0.01% Add +469.8% 245 $34K
Prestige Wealth Management Group LLC 0.01% Reduce -1.7% 236 $33K
Millstone Evans Group, LLC 0.02% — 234 $33K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.4% 232 $33K
WR Wealth Planners, LLC 0.01% Reduce -4.2% 231 $32K
MV Capital Management, Inc. 0.00% Add +0.4% 229 $32K
Medallion Wealth Advisors, LLC 0.02% — 225 $32K
Stuart Chaussee & Associates, Inc. 0.01% No change 220 $31K
Consultiva Wealth Management, Corp. 0.15% New 219 $31K
WealthTrak Capital Management LLC 0.02% — 203 $28K
Union Bancaire Privee, UBP SA 0.00% — 200 $28K
Clear Investment Research, LLC 0.04% No change 197 $28K
Valued Wealth Advisors LLC 0.02% Add +26.1% 193 $27K
Meeder Asset Management Inc. 0.00% Add +220.7% 186 $26K
GPS Wealth Strategies Group, LLC 0.00% No change 185 $26K
Cedar Wealth Management, LLC 0.01% No change 167 $23K
Westside Investment Management, Inc. 0.00% No change 165 $23K
Beaird Harris Wealth Management, LLC 0.00% New 161 $23K
West Oak Capital, LLC 0.01% No change 160 $22K
Founders Capital Management 0.01% No change 157 $22K
Stephens Consulting, LLC 0.01% New 152 $21K
Leonteq Securities AG 0.00% Reduce -18.4% 146 $20K
Bell Investment Advisors, Inc 0.00% Add +5.1% 145 $20K
Pittenger & Anderson Inc. 0.00% No change 143 $20K
Towne Trust Company, N.A 0.01% No change 134 $19K
Northwest Bank & Trust Co 0.01% No change 126 $18K
Tortoise Investment Management, LLC 0.00% Reduce -58.3% 131 $18K
Redwood Park Advisors LLC 0.02% — 130 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 126 $18K
Cape Investment Advisory, Inc. 0.01% Add +7.3% 118 $17K
Coppell Advisory Solutions LLC 0.00% Reduce -7.1% 117 $16K
Advantage Trust Co 0.01% No change 115 $16K
Piscataqua Savings Bank 0.01% No change 113 $16K
Roxbury Financial LLC 0.01% — 96 $14K
Slocum, Gordon & Co LLP 0.01% No change 100 $14K
AllSquare Wealth Management LLC 0.01% No change 100 $14K
Bfsg, LLC 0.00% Reduce -81.7% 100 $14K
Tsfg, LLC 0.00% Add +1.0% 103 $14K
Banque Transatlantique SA 0.00% — 100 $14K
Sachetta, LLC 0.01% Add +2.1% 99 $14K
Bellwether Advisors, LLC 0.00% New 98 $14K
Solstein Capital, LLC 0.01% No change 91 $13K
Summit Securities Group LLC 0.00% New 90 $13K
Atala Financial Inc 0.01% — 88 $12K
Red Tortoise LLC 0.01% No change 85 $12K
Painted Porch Advisors LLC 0.01% New 82 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 81 $11K
Lowe Wealth Advisors, LLC 0.00% No change 80 $11K
Evermay Wealth Management LLC 0.00% No change 80 $11K
Ameriflex Group, Inc. 0.01% — 75 $11K
Synergy Investment Management, LLC 0.00% — 78 $11K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -37.4% 77 $11K
Adirondack Trust Co. 0.00% No change 77 $11K
Ancora Advisors LLC 0.00% No change 76 $11K
Global Financial Private Client, LLC 0.00% Add +12.1% 74 $10K
DT Investment Partners, LLC 0.00% No change 73 $10K
Carolinas Wealth Consulting LLC 0.00% Reduce -72.5% 72 $10K
Main Street Group, LTD 0.00% No change 71 $10K
Creative Capital Management Investments LLC 0.00% No change 70 $10K
CGC Financial Services, LLC 0.00% No change 70 $10K
Kozak & Associates, Inc. 0.00% Reduce -27.8% 70 $10K
Richard W. Paul & Associates, LLC 0.00% No change 69 $10K
FSC Wealth Advisors, LLC 0.01% Reduce -8.3% 66 $9K
Keener Financial Planning LLC 0.01% No change 69 $9K
Capstone Investment Advisors, LLC 0.00% Reduce -94.6% 62 $9K
JCIC Asset Management Inc. 0.00% No change 60 $8K
Park Square Financial Group, LLC 0.01% — 54 $8K
Abound Wealth Management 0.00% Add +3.9% 53 $7K
Fourth Dimension Wealth, LLC 0.00% — 50 $7K
Halbert Hargrove Global Advisors, LLC 0.00% New 50 $7K
Tributary Capital Management, LLC 0.00% No change 44 $6K
Pineridge Advisors LLC 0.00% No change 43 $6K
McIlrath & Eck, LLC 0.00% Reduce -94.8% 43 $6K
NFSG Corp 0.00% New 43 $6K
Private Wealth Management Group, LLC 0.00% Add +64.0% 41 $6K
Sierra Ocean, LLC 0.00% — 40 $6K
MeadowBrook Investment Advisors LLC 0.01% No change 40 $6K
Raffa Wealth Management, LLC 0.00% No change 40 $6K
First Pacific Financial 0.00% No change 40 $6K
Manchester Capital Management LLC 0.00% No change 40 $6K
Copia Wealth Management 0.01% — 39 $5K
HHM Wealth Advisors, LLC 0.00% Add +18.2% 39 $5K
Citizens National Bank Trust Department 0.00% No change 38 $5K
Noble Wealth Management PBC 0.00% — 36 $5K
Tucker Asset Management LLC 0.00% New 36 $5K
JNBA Financial Advisors 0.00% No change 36 $5K
Northwest Capital Management Inc 0.00% No change 35 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 34 $5K
C M Bidwell & Associates Ltd. 0.00% No change 33 $5K
Global Trust Asset Management, LLC 0.00% New 33 $5K
Tower View Wealth Management LLC 0.00% No change 32 $5K
Delos Wealth Advisors, LLC 0.00% No change 31 $4K
FSA Wealth Management LLC 0.00% No change 31 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 29 $4K
Truvestments Capital LLC 0.00% No change 29 $4K
Altshuler Shaham Ltd 0.00% New 29 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1150.0% 25 $4K
Lanark Financial, Inc. 0.36% — 27 $4K
Iron Horse Wealth Management, LLC 0.00% No change 26 $4K
Colonial Trust Advisors 0.00% Reduce -78.6% 25 $4K
Capital A Wealth Management, LLC 0.01% — 23 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 23 $3K
Longfellow Investment Management Co. LLC 0.00% Reduce -99.3% 23 $3K
Lummis Asset Management, LP 0.00% No change 22 $3K
Burkett Financial Services, LLC 0.00% No change 22 $3K
True Wealth Design, LLC 0.00% Add +46.1% 19 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
First Financial Corp. 0.00% New 19 $3K
Clark Wealth Partners 0.00% — 18 $3K
SJS Investment Consulting Inc. 0.00% Reduce -92.1% 18 $3K
Highline Wealth Partners LLC 0.00% No change 17 $2K
Global Wealth Strategies & Associates 0.00% New 17 $2K
Cornerstone Planning Group LLC 0.00% Add +60.0% 16 $2K
1620 Investment Advisors, Inc. 0.00% New 16 $2K
Country Trust Bank 0.00% No change 16 $2K
FLP Wealth Management, LLC 0.01% — 15 $2K
Minot DeBlois Advisors LLC 0.00% — 14 $2K
Aspect Partners, LLC 0.00% No change 14 $2K
WealthCollab, LLC 0.00% No change 13 $2K
NewSquare Capital LLC 0.00% New 11 $2K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
Caitong International Asset Management Co., Ltd 0.00% — 10 $1K
Principia Wealth Advisory, LLC 0.00% — 10 $1K
PSI Advisors, LLC 0.00% No change 10 $1K
Ruedi Wealth Management, Inc. 0.00% No change 10 $1K
Fairman Group, LLC 0.00% Reduce -52.9% 8 $1K
BOK Financial Private Wealth, Inc. 0.00% Reduce -98.7% 8 $1K
Winthrop Capital Management, LLC 0.00% New 8 $1K
Cohen & Steers, Inc. 0.00% No change 7 $1K
WPG Advisers, LLC 0.00% — 7 $982
Winnacle Wealth LLC 0.00% — 7 $920
Parkworth Wealth Management, Inc. 0.00% — 5 $701
State of Wyoming 0.00% Add +66.7% 5 $701
Quest 10 Wealth Builders, Inc. 0.00% — 4 $561
Activest Wealth Management 0.00% New 3 $421
Parallax Volatility Advisers, L.P. 0.00% New 1 $140
High Note Wealth, LLC 0.00% New 1 $140
RE Dickinson Investment Advisors, LLC 0.00% New 10 $14

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