PaychexPAYX

13F holders, Q1 2025 (March 31)
1,703holders +68
140new positions
68sold out
7famous investors
$154.18avg. 13F price*

At the end of Q1 2025, 1,703 institutions reported holding Paychex Inc. (PAYX) in their 13F filings, up 68 from Q4 2024. 140 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($4.9B), BlackRock, Inc. ($4.2B) and Capital International Investors ($4.0B). 7 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions140$190.8M
Exits68$141.4M

All 13F filers, Q4 2024 → Q1 2025: 11,959,345 shares bought and 11,801,009 shares sold, net +158,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,703 holders

Vanguard Group Inc. 0.09% Add +0.9% 31,807,843 $4.9B
BlackRock, Inc. 0.09% Add +1.2% 27,130,381 $4.2B
Capital International Investors 0.78% Reduce -4.6% 25,659,515 $4.0B
State Street Corp. 0.09% Add +0.7% 13,710,773 $2.1B
Charles Schwab Investment Management Inc. 0.31% Add +7.3% 10,782,173 $1.7B
Geode Capital Management, LLC 0.12% Add +3.9% 9,908,924 $1.5B
Wells Fargo & Company 0.35% Reduce -0.5% 9,337,161 $1.4B
Bank of New York Mellon Corp 0.28% Reduce -4.2% 9,070,548 $1.4B
Morgan Stanley 0.07% Reduce -20.4% 5,976,037 $922.0M
Bank of America Corp. 0.08% Add +9.4% 5,875,359 $906.5M
Northern Trust Corp. 0.11% Add +3.8% 4,989,182 $769.7M
Invesco Ltd. 0.12% Add +0.8% 4,135,296 $638.0M
Select Equity Group, L.P. 2.41% Add +99.0% 3,494,312 $539.1M
UBS Group AG 0.11% Add +5.7% 3,349,365 $516.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +6.3% 3,326,529 $513.2M
Goldman Sachs Group Inc. 0.08% Add +4.8% 2,841,849 $438.4M
Dimensional Fund Advisors LP 0.11% Add +3.8% 2,785,703 $429.7M
Legal & General Group Plc 0.11% Add +0.3% 2,540,837 $392.0M
Ameriprise Financial Inc. 0.09% Add +5.5% 2,262,846 $349.9M
Envestnet Asset Management Inc. 0.10% Reduce -10.8% 2,052,210 $316.6M
FIL Ltd 0.30% Reduce -21.5% 2,018,312 $311.4M
JPMorgan Chase & Co. 0.02% Add +36.9% 1,968,564 $303.7M
TD Asset Management Inc 0.27% Reduce -2.0% 1,934,337 $298.4M
Epoch Investment Partners, Inc. 1.47% Reduce -1.8% 1,841,132 $284.0M
First Trust Advisors LP 0.24% Reduce -11.3% 1,767,299 $272.7M
Bahl & Gaynor LLC 1.38% Add +4.8% 1,755,442 $270.8M
Guinness Asset Management LTD 4.71% Reduce -2.6% 1,606,726 $247.6M
London Co. of Virginia 1.40% Reduce -3.5% 1,589,519 $245.2M
Schroder Investment Management Group 0.25% Add +19.2% 1,616,450 $244.1M
Capital World Investors 0.04% Reduce -43.7% 1,550,514 $239.2M
Capital Research Global Investors 0.05% No change 1,519,430 $234.4M
Royal Bank of Canada 0.05% Reduce -17.7% 1,488,709 $229.7M
California Public Employees Retirement System 0.16% Reduce -1.1% 1,441,705 $222.4M
Federated Hermes, Inc. 0.46% Reduce -10.2% 1,396,038 $215.4M
Hamlin Capital Management, LLC 4.70% Add +1.6% 1,271,968 $196.2M
Raymond James Financial Inc. 0.07% Reduce -5.8% 1,236,934 $190.8M
Neuberger Berman Group LLC 0.16% Add +117.6% 1,217,092 $187.5M
Deutsche Bank AG 0.07% Reduce -4.4% 1,161,691 $179.2M
Confluence Investment Management LLC 2.37% Reduce -3.3% 1,065,458 $164.4M
Amundi 0.06% Reduce -32.8% 1,030,767 $158.3M
HSBC Holdings PLC 0.10% Add +0.5% 1,016,679 $156.5M
Barclays PLC 0.07% Add +6.1% 935,728 $144.4M
Swiss National Bank 0.10% Reduce -0.1% 913,900 $141.0M
McDonald Capital Investors Inc. 8.75% Reduce -1.3% 899,476 $138.8M
BNP Paribas Financial Markets 0.11% Reduce -25.6% 897,607 $138.5M
Healthcare of Ontario Pension Plan Trust Fund 0.31% Add +6.7% 894,329 $138.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +5.5% 885,406 $136.6M
Nuveen, LLC 0.04% — 869,796 $134.2M
Corient Private Wealth LP 0.22% Reduce -7.2% 860,705 $132.8M
Baird Financial Group, Inc. 0.25% Reduce -8.0% 857,665 $132.3M
FMR LLC 0.01% Add +7.5% 838,863 $129.4M
Stifel Financial Corp. 0.14% Add +2.0% 837,847 $129.3M
LPL Financial LLC 0.05% Add +3.2% 821,358 $126.7M
Franklin Resources Inc. 0.04% Reduce -3.8% 776,547 $119.8M
T. Rowe Price Associates Inc. 0.01% Add +2.4% 753,450 $116.2M
Nordea Investment Management AB 0.12% Reduce -7.2% 735,414 $112.0M
Rhumbline Advisers 0.10% Add +11.3% 717,783 $110.7M
PNC Financial Services Group, Inc. 0.06% Add +0.1% 712,024 $109.9M
CANADA LIFE ASSURANCE Co 0.19% Add +5.5% 699,049 $108.0M
Citigroup Inc. 0.08% Add +17.6% 642,006 $99.0M
Swiss Life Asset Management Ltd 0.70% Add +2.8% 620,613 $95.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +13.8% 608,910 $93.9M
Nomura Asset Management Co. Ltd. 0.28% Add +1.7% 591,628 $91.3M
Mawer Investment Management Ltd. 0.44% Reduce -23.0% 591,480 $91.3M
Troy Asset Management Ltd 2.46% Reduce -15.9% 618,451 $90.0M
Bank of Montreal 0.05% Reduce -12.9% 576,836 $89.0M
Miller Howard Investments Inc. 2.67% Reduce -1.5% 543,413 $83.8M
California State Teachers Retirement System 0.10% Reduce -0.7% 540,174 $83.3M
ProShare Advisors LLC 0.18% Add +13.9% 520,292 $80.3M
Mariner, LLC 0.13% Add +0.4% 488,759 $75.4M
DekaBank Deutsche Girozentrale 0.15% Add +1.0% 499,337 $74.3M
National Pension Service 0.07% Add +9.3% 472,408 $72.9M
Alliancebernstein L.P. 0.03% Reduce -15.1% 469,476 $72.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Add +19.8% 460,378 $71.0M
Principal Financial Group Inc. 0.04% Add +2.4% 430,113 $66.4M
Donaldson Capital Management, LLC 2.49% Add +1.2% 427,866 $66.0M
Old Republic International Corp. 2.54% Reduce -1.3% 423,100 $65.3M
BI Asset Management Fondsmaeglerselskab A/S 0.73% Add +28.1% 422,413 $65.2M
Fenimore Asset Management Inc 1.36% Reduce -0.5% 417,429 $64.4M
Welch Group, LLC 2.65% Reduce -1.3% 398,409 $60.2M
Mirae Asset Global Investments Co., Ltd. 0.24% Add +13.5% 394,107 $59.5M
Marshall Wace, LLP 0.08% Add +23699.8% 385,795 $59.5M
Grandfield & Dodd, LLC 3.63% Reduce -0.8% 379,557 $58.6M
Welch & Forbes LLC 0.76% Reduce -1.5% 378,711 $58.4M
Wedge Capital Management L L P 1.10% Reduce -19.0% 369,134 $56.9M
Adage Capital Partners Gp, L.L.C. 0.11% Add +110.9% 367,446 $56.7M
Capital Group Private Client Services, Inc. 0.55% Add +900.9% 364,856 $56.3M
Cerity Partners LLC 0.11% Add +0.4% 356,794 $55.0M
National Bank of Canada 0.06% Add +29.9% 354,312 $54.7M
GW&K Investment Management, LLC 0.49% Add +0.6% 344,620 $53.2M
Fort Washington Investment Advisors Inc. 0.33% Add +4.9% 343,644 $53.0M
MML Investors Services, LLC 0.17% Add +2.0% 333,587 $51.5M
Jacobs Levy Equity Management, Inc. 0.20% New 332,180 $51.2M
Victory Capital Management Inc. 0.05% Reduce -24.8% 318,869 $49.2M
State Board of Administration of Florida Retirement System 0.10% Add +0.5% 310,519 $47.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +4.3% 301,197 $46.5M
Macquarie Group Ltd. 0.06% Reduce -8.8% 297,308 $45.9M
AXA S.A. 0.15% Add +69.7% 294,499 $45.4M
APG Asset Management N.V. 0.14% Reduce -8.3% 312,760 $44.7M
New York State Teachers Retirement System 0.10% Reduce -1.5% 289,276 $44.6M
Willis Investment Counsel 2.96% Reduce -9.5% 284,798 $43.9M
Unigestion Holding SA 2.55% Add +12.3% 281,761 $43.4M
Pictet Asset Management Holding SA 0.05% Add +16.0% 280,497 $43.3M
Capital Advisors Inc. 0.85% Add +0.5% 276,998 $42.7M
&partners 0.45% Add +14.6% 280,266 $42.4M
Skandinaviska Enskilda Banken AB (publ) 0.21% Add +3.0% 271,772 $41.9M
Russell Investments Group, Ltd. 0.06% Add +0.5% 267,013 $41.1M
Commonwealth Equity Services, LLC 0.06% Add +0.7% 263,492 $40.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +10.0% 261,645 $40.4M
Parthenon LLC 4.84% Reduce -1.3% 254,920 $39.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +26.6% 254,007 $39.2M
Storebrand Asset Management As 0.12% Add +7.3% 240,489 $37.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.3% 235,993 $36.4M
New York State Common Retirement Fund 0.05% Reduce -27.0% 232,065 $35.8M
Conning Inc. 1.32% Reduce -10.9% 231,852 $35.8M
Aviva PLC 0.09% Add +15.7% 230,460 $35.6M
Glenmede Trust Co. NA 0.19% Reduce -1.4% 229,237 $35.4M
Canada Pension Plan Investment Board 0.03% Add +108.9% 227,119 $35.0M
Aberdeen Group plc 0.07% Add +109.3% 230,256 $35.0M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -0.1% 226,970 $35.0M
Aware Super Pty Ltd as trustee of Aware Super 0.60% No change 226,798 $35.0M
Royal London Asset Management Ltd. 0.08% Add +14.3% 225,254 $34.8M
Sabal Trust CO 1.92% Reduce -2.2% 224,685 $34.7M
Janney Montgomery Scott LLC 0.10% Reduce -0.4% 221,100 $34.1M
Alps Advisors Inc. 0.19% Reduce -2.8% 212,674 $32.8M
Clarkston Capital Partners, LLC 0.64% Add +0.8% 209,010 $32.2M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +3.4% 208,727 $32.2M
Truist Financial Corp. 0.05% Add +10.7% 207,452 $32.0M
US Bancorp \de 0.04% Reduce -4.4% 207,206 $32.0M
Windsor Advisory Group, LLC 41.13% Add +0.1% 206,264 $31.8M
Citadel Advisors 0.03% Reduce -11.0% 203,813 $31.4M
RWC Asset Management LLP 1.99% Reduce -4.4% 203,767 $31.4M
AQR Capital Management 0.03% Reduce -15.9% 204,914 $31.2M
Korea Investment CORP 0.07% Add +19.2% 194,637 $30.0M
Schaper Benz & Wise Investment Counsel Inc. 2.43% Add +0.4% 194,050 $29.9M
State of Wisconsin Investment Board 0.07% Add +2.1% 184,284 $28.4M
Investment House LLC 1.60% Add +0.5% 181,951 $28.1M
Harvey Investment Co. LLC 3.10% Reduce -0.8% 181,141 $27.9M
Baillie Gifford & Co. 0.02% Reduce -1.0% 179,557 $27.7M
CIBC Asset Management Inc 0.09% Add +30.7% 174,703 $27.0M
Capital International, Inc. 0.32% Add +9.1% 173,264 $26.7M
Prudential Financial Inc. 0.04% Add +1.5% 172,767 $26.7M
HighTower Advisors, LLC 0.04% Add +0.9% 170,872 $26.4M
Achmea Investment Management B.V. 0.37% Add +32.2% 165,042 $25.5M
Florida Trust Wealth Management Co 0.83% Reduce -4.1% 164,774 $25.4M
Jump Financial, LLC 0.39% Add +2823.8% 164,055 $25.3M
Gateway Investment Advisers LLC 0.29% Reduce -0.0% 162,299 $25.0M
Treasurer of the State of North Carolina 0.10% Reduce -21.0% 162,053 $25.0M
Alley Investment Management Company, LLC 3.14% Add +0.4% 162,008 $25.0M
Disciplined Growth Investors Inc. 0.52% Reduce -3.2% 161,799 $25.0M
Danske Bank A/S 0.08% Reduce -17.6% 161,651 $24.9M
Swedbank AB 0.03% Add +1.7% 159,590 $24.6M
Mackenzie Financial Corp. 0.03% Add +2.7% 159,158 $24.6M
Godsey & Gibb, Inc. 2.36% Reduce -1.3% 155,518 $24.0M
Rathbones Group PLC 0.11% Add +2.9% 153,863 $23.7M
Assenagon Asset Management S.A. 0.04% Reduce -53.6% 153,417 $23.7M
Blair William & Co. 0.07% Reduce -5.0% 153,378 $23.7M
Oribel Capital Management, LP 2.90% New 151,500 $23.4M
Markel Group 0.21% No change 150,000 $23.1M
Boston Trust Walden Corp 0.17% Reduce -10.0% 149,236 $23.0M
Asset Management One Co., Ltd. 0.08% Add +5.6% 145,043 $22.4M
Cetera Investment Advisers 0.04% Add +2.4% 144,156 $22.2M
Van Cleef Asset Management,Inc 2.51% Reduce -0.9% 144,148 $22.2M
O'shaughnessy Asset Management, LLC 0.18% Add +15.4% 143,269 $22.1M
KLP Kapitalforvaltning As 0.11% Add +0.1% 142,579 $22.0M
Asset Advisors Investment Management, LLC 2.25% Reduce -1.4% 138,847 $21.4M
Robeco Institutional Asset Management B.V. 0.04% Add +118.5% 136,876 $21.1M
Natixis Advisors, LLC 0.04% Add +26.3% 136,567 $21.1M
Flputnam Investment Management Co. 0.39% Add +0.9% 133,716 $20.6M
UniSuper Management Pty Ltd 0.15% Add +397.9% 132,010 $20.4M
Pacer Advisors, Inc. 0.05% Add +43.1% 131,439 $20.3M
Crossmark Global Holdings, Inc. 0.36% Add +0.3% 131,270 $20.3M
Voya Investment Management LLC 0.03% Reduce -1.4% 128,677 $19.9M
Public Employees Retirement System of Ohio 0.07% Reduce -6.5% 127,101 $19.6M
Toronto Dominion Bank 0.05% Add +7.5% 127,047 $19.6M
Absher Wealth Management, LLC 2.56% Add +3.5% 126,675 $19.5M
BLI - Banque de Luxembourg Investments 0.59% Reduce -29.6% 128,800 $19.4M
Credit Agricole S A 0.07% Reduce -0.9% 124,677 $19.2M
Creative Planning 0.02% Add +4.8% 124,228 $19.2M
Forsta Ap-Fonden 0.14% Reduce -2.9% 123,300 $19.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.58% Reduce -29.1% 122,595 $18.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +32.6% 119,291 $18.4M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -8.0% 118,880 $18.3M
M&T Bank Corp 0.07% Reduce -4.3% 117,815 $18.2M
Corebridge Financial, Inc. 0.10% Reduce -3.9% 117,567 $18.1M
Railway Pension Investments Ltd 0.26% Add +4.2% 116,937 $18.0M
Comerica Bank 0.07% Reduce -7.8% 115,349 $17.8M
Resona Asset Management Co.,Ltd. 0.10% Add +6.8% 115,664 $17.8M
Kodai Capital Management LP 0.70% New 114,657 $17.7M
LaFleur & Godfrey LLC 2.36% Reduce -1.4% 112,899 $17.4M
Rafferty Asset Management, LLC 0.07% Reduce -7.6% 112,719 $17.4M
UMB Bank, n.a. 0.28% Reduce -2.7% 112,093 $17.3M
Andra AP-fonden 0.28% Add +7.2% 111,800 $17.2M
Sei Investments Co. 0.02% Reduce -14.4% 111,748 $17.2M
Nisa Investment Advisors, LLC 0.08% Add +0.2% 108,120 $16.7M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -1.4% 107,942 $16.7M
State of New Jersey Common Pension Fund D 0.07% Reduce -7.1% 107,580 $16.6M
Norges Bank 0.00% Reduce -81.0% 106,154 $16.4M
Benjamin Edwards Inc. 0.23% Reduce -3.0% 105,886 $16.3M
American Century Companies Inc. 0.01% Reduce -7.0% 103,119 $15.9M
Baxter Bros Inc. 2.07% Reduce -1.1% 101,668 $15.7M
Osaic Holdings, Inc. 0.03% Reduce -38.3% 99,791 $15.4M
Handelsbanken Fonder AB 0.06% Reduce -0.9% 99,178 $15.3M
Advisors Asset Management, Inc. 0.29% Reduce -5.8% 98,499 $15.2M
Vantage Investment Partners, LLC 1.27% Reduce -0.5% 97,875 $15.1M
Ensign Peak Advisors, Inc 0.03% Add +10.6% 96,968 $15.0M
Quantinno Capital Management LP 0.10% Add +80.4% 96,462 $14.9M
Tokio Marine Asset Management Co. Ltd. 0.54% Add +0.9% 95,908 $14.8M
Focus Partners Wealth 0.04% Reduce -0.3% 95,757 $14.8M
Sonora Investment Management Group, LLC 1.18% Add +2.8% 95,483 $14.7M
Arizona State Retirement System 0.09% Add +2.7% 94,994 $14.7M
State of Michigan Retirement System 0.08% No change 94,377 $14.6M
DNB Asset Management AS 0.07% Reduce -44.8% 93,947 $14.5M
Teacher Retirement System of Texas 0.06% Reduce -18.7% 93,756 $14.5M
Calamos Advisors LLC 0.10% Add +1.1% 93,588 $14.4M
Commerce Bank 0.09% Reduce -3.4% 92,568 $14.3M
Daiwa Securities Group Inc. 0.06% Add +8.2% 88,605 $13.7M
MetLife Investment Management, LLC 0.07% Reduce -1.8% 88,274 $13.6M
Lafayette Investments, Inc. 2.83% Reduce -0.5% 86,822 $13.4M
Van Eck Associates Corp. 0.02% Reduce -1.2% 85,591 $13.2M
Nissay Asset Management Corp. /Japan 0.09% Add +10.3% 85,518 $13.2M
Guggenheim Capital LLC 0.12% Reduce -26.9% 85,213 $13.1M
Janney Capital Management LLC 0.88% Reduce -5.0% 83,121 $12.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -31.9% 81,828 $12.6M
Sanctuary Advisors, LLC 0.09% Reduce -4.5% 81,616 $12.6M
Paradiem, LLC 3.46% Reduce -4.0% 81,345 $12.5M
Gotham Asset Management 0.10% Add +19.8% 81,183 $12.5M
JGP Wealth Management, LLC 1.58% Reduce -18.3% 78,012 $12.0M
Millennium Management 0.01% Add +2207.1% 77,864 $12.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.14% Reduce -29.1% 77,845 $12.0M
Man Group plc 0.04% Reduce -4.6% 77,258 $11.9M
U.S. Capital Wealth Advisors, LLC 0.36% Add +2.8% 76,911 $11.9M
Vestcor Inc 0.40% Reduce -3.4% 76,857 $11.9M
Callahan Advisors, LLC 1.12% Reduce -7.7% 76,386 $11.8M
Motley Fool Wealth Management, LLC 0.69% Reduce -8.8% 75,824 $11.7M
First Nebraska Trust Co 1.14% Reduce -0.6% 74,736 $11.5M
North Star Investment Management Corp. 0.84% Reduce -1.5% 74,507 $11.5M
Czech National Bank 0.10% Add +6.0% 73,603 $11.4M
Williams Jones Wealth Management, LLC. 0.15% Add +0.9% 73,591 $11.4M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -4.6% 73,363 $11.3M
Cooper/Haims Advisors, LLC 6.13% Reduce -0.2% 73,303 $11.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +7.6% 73,284 $11.3M
Captrust Financial Advisors 0.03% Add +7.4% 73,267 $11.3M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +64.9% 74,010 $11.2M
Brown Advisory Inc. 0.02% Reduce -0.5% 70,997 $11.0M
Amalgamated Bank 0.09% Add +0.5% 69,630 $10.7M
GF Fund Management Co. LTD. 0.25% Add +1.9% 69,514 $10.7M
Pathstone Holdings, LLC 0.05% Add +27.8% 69,208 $10.7M
First Long Island Investors, LLC 0.88% Reduce -2.0% 69,086 $10.7M
Retirement Systems of Alabama 0.04% Reduce -0.7% 68,864 $10.6M
State of Tennessee, Department of Treasury 0.04% Reduce -3.1% 67,903 $10.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +2145.7% 67,235 $10.4M
Hendershot Investments Inc. 1.38% Reduce -0.5% 65,698 $10.1M
Miramar Capital, LLC 2.39% Reduce -2.9% 65,231 $10.1M
QRG Capital Management, Inc. 0.10% Add +4.0% 64,816 $10.0M
Kingsview Wealth Management, LLC 0.18% Reduce -1.2% 63,139 $9.7M
Mattern Capital Management, LLC 1.24% Reduce -2.9% 63,036 $9.7M
Park Avenue Securities LLC 0.12% Add +0.6% 62,963 $9.7M
Palmer Knight Co 4.70% Reduce -1.6% 62,701 $9.7M
Jane Street Group, LLC 0.02% New 62,546 $9.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +3.3% 62,482 $9.6M
Fieldview Capital Management, LLC 1.36% New 62,376 $9.6M
KBC Group NV 0.03% Reduce -4.7% 62,310 $9.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.1% 61,974 $9.6M
Canandaigua National Bank & Trust Co. 0.96% Reduce -4.8% 61,906 $9.6M
Madison Asset Management, LLC 0.11% Reduce -9.5% 61,681 $9.5M
Sequoia Financial Advisors, LLC 0.07% Reduce -4.7% 61,393 $9.5M
Varma Mutual Pension Insurance Co 0.08% Reduce -11.2% 61,053 $9.4M
MassMutual Private Wealth & Trust, FSB 0.27% Reduce -3.5% 59,660 $9.2M
IFM Investors Pty Ltd 0.10% No change 59,610 $9.2M
MainStreet Investment Advisors LLC 1.34% Reduce -3.8% 59,556 $9.2M
Xponance LLC 0.09% Add +2.0% 58,320 $9.0M
Kornitzer Capital Management Inc. 0.19% Reduce -1.3% 58,170 $9.0M
Vanguard Personalized Indexing Management, LLC 0.13% Add +11.3% 57,770 $8.9M
Sumitomo Life Insurance Co. 0.32% Add +8.1% 57,600 $8.9M
Naples Global Advisors, LLC 0.84% Reduce -1.1% 57,300 $8.8M
Ethic Inc. 0.18% Add +14.8% 56,896 $8.8M
Wilmington Savings Fund Society, FSB 0.16% Reduce -3.6% 56,893 $8.8M
United Capital Financial Advisors, LLC 0.07% Reduce -2.3% 55,888 $8.6M
NEOS Investment Management LLC 0.16% Add +37.5% 55,833 $8.6M
Bourne Lent Asset Management Inc. 3.68% Reduce -5.3% 55,659 $8.6M
Burns J W & Co. Inc. 1.11% Reduce -1.6% 55,460 $8.6M
Mercer Global Advisors Inc. 0.02% Add +6.1% 55,399 $8.5M
Rench Wealth Management, Inc. 2.95% Reduce -1.2% 55,346 $8.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.91% Reduce -2.6% 55,227 $8.5M
USS Investment Management Ltd 0.06% Reduce -25.2% 55,208 $8.5M
Azimuth Capital Investment Management LLC 0.34% Add +2.7% 55,083 $8.5M
Illinois Municipal Retirement Fund 0.12% No change 54,530 $8.4M
Wellington Management Group LLP 0.00% Add +51.3% 54,512 $8.4M
Cobblestone Capital Advisors LLC 0.46% Reduce -5.8% 54,361 $8.4M
Vestmark Advisory Solutions, Inc. 0.22% Add +109.8% 54,354 $8.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.7% 53,435 $8.2M
Utah Retirement Systems 0.09% No change 53,227 $8.2M
Stephens Inc. 0.12% Reduce -53.1% 52,645 $8.1M
Albion Financial Group 0.57% Add +5.7% 52,643 $8.1M
Tectonic Advisors LLC 0.50% Add +6.7% 52,205 $8.1M
Silver Lake Advisory, LLC 3.45% Reduce -0.3% 51,271 $7.9M
Pinebridge Investments, L.P. 0.06% Add +60.1% 50,751 $7.8M
Arkadios Wealth Advisors 0.29% Add +28.4% 49,720 $7.7M
Sienna Gestion 0.62% Reduce -12.8% 51,021 $7.7M
Atria Investments, Inc 0.10% Reduce -7.4% 49,307 $7.6M
Cibc World Market Inc. 0.02% Reduce -17.8% 49,206 $7.6M
Dillon & Associates Inc. 1.12% Reduce -7.5% 48,881 $7.5M
Letson Investment Management, Inc. 3.02% Reduce -0.1% 48,483 $7.5M
Jamison Private Wealth Management, Inc. 1.14% Add +3.1% 48,319 $7.5M
Westbourne Investment Advisors, Inc. 2.63% Add +1.3% 47,940 $7.4M
Cypress Capital Group 0.95% Reduce -6.1% 47,181 $7.3M
Elo Mutual Pension Insurance Co 0.16% Add +35.6% 47,096 $7.3M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.7% 46,986 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -1.1% 46,203 $7.1M
Orion Porfolio Solutions, LLC 0.07% Reduce -0.9% 46,156 $7.1M
Orion Portfolio Solutions, LLC 0.07% Reduce -0.9% 46,156 $7.1M
NorthCoast Asset Management LLC 0.04% Reduce -0.4% 45,400 $7.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.7% 45,198 $7.0M
Crawford Investment Counsel Inc. 0.12% Reduce -1.2% 45,048 $6.9M
Greenfield Seitz Capital Management, LLC 2.65% Reduce -0.5% 45,037 $6.9M
Erste Asset Management GmbH 0.09% Reduce -10.7% 45,800 $6.9M
Generali Asset Management SPA SGR 0.17% Reduce -28.9% 44,377 $6.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 43,917 $6.8M
Shelton Capital Management 0.16% Reduce -3.0% 43,574 $6.7M
Louisiana State Employees Retirement System 0.13% No change 43,500 $6.7M
Public Sector Pension Investment Board 0.03% Add +8.9% 43,195 $6.7M
Viking Fund Management LLC 0.96% No change 43,000 $6.6M
American Money Management, LLC 1.25% Add +0.3% 42,885 $6.6M
Chicago Capital, LLC 0.19% Reduce -0.0% 42,843 $6.6M
New York Life Investment Management LLC 0.07% Reduce -0.2% 42,818 $6.6M
Investment Management Corp of Ontario 0.13% New 42,690 $6.6M
Stone Run Capital, LLC 2.77% Add +0.1% 42,539 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 42,500 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -66.1% 42,310 $6.5M
Vident Advisory, LLC 0.09% Add +3.3% 41,852 $6.5M
Rakuten Investment Management, Inc. 0.03% — 42,543 $6.4M
Private Advisor Group, LLC 0.04% Reduce -3.3% 41,560 $6.4M
Coston, McIsaac & Partners 1.86% Reduce -0.4% 41,355 $6.4M
Northwest & Ethical Investments L.P. 0.17% Add +42.0% 41,282 $6.4M
Steward Partners Investment Advisory, LLC 0.06% Add +2.2% 41,079 $6.3M
Hilltop Holdings Inc. 0.40% Add +10.9% 41,060 $6.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.8% 40,932 $6.3M
Janus Henderson Group PLC 0.00% Reduce -75.1% 41,701 $6.3M
Sawyer & Company, Inc 2.51% Reduce -2.6% 40,341 $6.2M
Motco 0.66% Reduce -11.6% 40,251 $6.2M
Regions Financial Corp. 0.05% Reduce -4.2% 40,018 $6.2M
NewEdge Advisors, LLC 0.04% Add +3.8% 39,791 $6.1M
iA Global Asset Management Inc. 0.11% Reduce -18.4% 39,635 $6.1M
Auxier Asset Management LLC 0.91% Reduce -0.1% 39,580 $6.1M
Core Alternative Capital 1.47% Reduce -20.4% 39,537 $6.1M
Taylor Hoffman Capital Management LLC 2.26% Add +0.3% 39,395 $6.1M
Cibc World Markets Corp. 0.05% Reduce -67.3% 38,817 $6.0M
TD Private Client Wealth LLC 0.16% Reduce -9.7% 38,738 $6.0M
Marex Group Ltd 0.11% New 38,500 $5.9M
Stonebridge Financial Group, LLC 0.63% Reduce -2.3% 38,455 $5.9M
EP Wealth Advisors, LLC 0.05% Add +10.3% 38,265 $5.9M
Ridgepath Capital Management LLC 2.83% Add +0.6% 38,111 $5.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.1% 38,049 $5.9M
Rockefeller Capital Management L.P. 0.01% Add +24.7% 37,871 $5.8M
Baldwin Wealth Partners LLC 0.41% Reduce -6.4% 37,612 $5.8M
State of Alaska, Department of Revenue 0.07% Add +2.8% 37,544 $5.8M
Mutual of America Capital Management LLC 0.07% Reduce -2.9% 37,271 $5.8M
Candriam S.C.A. 0.04% Add +0.2% 37,193 $5.7M
Sandhill Capital Partners LLC 0.47% Add +0.6% 36,776 $5.7M
Trust Co. of Vermont 0.28% Reduce -6.0% 36,591 $5.6M
Woodmont Investment Counsel LLC 0.41% Reduce -12.5% 36,537 $5.6M
William Allan Corp 3.53% Add +2.6% 36,475 $5.6M
Financial Counselors Inc. 0.09% Reduce -4.3% 36,387 $5.6M
Kestra Advisory Services, LLC 0.03% Add +3.2% 36,059 $5.6M
Capital Investment Counsel, LLC 0.92% Reduce -3.0% 35,996 $5.6M
Prospector Partners LLC 0.64% Reduce -3.4% 35,975 $5.6M
Fifth Third Bancorp 0.02% Add +3.8% 35,854 $5.5M
Community Bank & Trust, Waco, Texas 1.30% Reduce -0.9% 35,840 $5.5M
Allianz Asset Management GmbH 0.01% Reduce -14.4% 35,796 $5.5M
OP Asset Management Ltd 0.09% — 35,642 $5.5M
Bank of Nova Scotia 0.01% Reduce -21.5% 35,636 $5.5M
Prospera Financial Services Inc 0.13% Add +0.2% 35,610 $5.5M
Opus Investment Management Inc. 3.89% No change 35,400 $5.5M
CIBC Private Wealth Group LLC 0.01% Add +3.7% 39,719 $5.4M
Keybank National Association 0.02% Add +2.7% 35,232 $5.4M
Siemens Fonds Invest GmbH 0.37% Reduce -9.3% 35,199 $5.4M
Oak Associates Ltd. 0.41% No change 35,175 $5.4M
Jupiter Asset Management Ltd. 0.05% Reduce -14.7% 35,101 $5.4M
Lazard Asset Management LLC 0.01% Reduce -32.3% 35,083 $5.4M
Jain Global LLC 0.11% Add +182.4% 33,776 $5.2M
PFG Advisors 0.29% Add +24.6% 33,726 $5.2M
DAVENPORT & Co LLC 0.03% Reduce -7.3% 33,443 $5.2M
Dynamic Advisor Solutions LLC 0.17% Add +0.1% 33,376 $5.1M
Hamilton Point Investment Advisors, LLC 0.92% Reduce 0.0% 33,305 $5.1M
Inspire Investing, LLC 0.61% Reduce -0.4% 33,270 $5.1M
Somerset Trust Co 1.83% Add +2.4% 33,247 $5.1M
Atria Wealth Solutions, Inc. 0.06% Add +112.5% 32,987 $5.1M
Argyle Capital Management, LLC 1.88% Reduce -1.3% 32,770 $5.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.84% Add +20.7% 32,401 $5.0M
Susquehanna Fundamental Investments, LLC 0.08% Add +1.2% 32,185 $5.0M
Bontempo Ohly Capital Mgmt LLC 2.34% Reduce -5.9% 31,474 $4.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.57% Reduce -3.7% 31,428 $4.8M
DF Dent & Co. Inc. 0.06% Reduce -8.8% 31,038 $4.8M
Tidal Investments LLC 0.04% Reduce -0.3% 30,907 $4.8M
Twin Capital Management Inc. 0.56% Reduce -2.3% 30,878 $4.8M
Advisory Services Network, LLC 0.09% Reduce -2.6% 30,780 $4.7M
Signature Wealth Management Group 1.84% Reduce -2.2% 30,581 $4.7M
Norinchukin Bank, The 0.09% Add +44.8% 30,494 $4.7M
Wendell David Associates Inc. 0.47% Reduce -3.4% 30,315 $4.7M
Rowlandmiller & Partners.adv 0.98% Reduce -1.3% 30,194 $4.7M
Atom Investors LP 0.57% New 29,816 $4.6M
Webster Bank, N. A. 0.50% Reduce -0.5% 29,614 $4.6M
Rodgers Brothers Inc. 0.60% Add +1.6% 29,435 $4.5M
Boothbay Fund Management, LLC 0.16% New 29,337 $4.5M
D.A. Davidson & Co. 0.04% Reduce -0.8% 29,330 $4.5M
Apollon Wealth Management, LLC 0.10% Reduce -16.1% 28,910 $4.5M
Parr McKnight Wealth Management Group, LLC 0.63% Reduce -4.3% 28,557 $4.4M
Royal Fund Management, LLC 0.52% Reduce -0.7% 27,807 $4.4M
Kestra Private Wealth Services, LLC 0.07% Reduce -9.7% 28,177 $4.3M
YHB Investment Advisors, Inc. 0.36% Reduce -6.0% 28,142 $4.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -1.2% 30,172 $4.3M
Financial Advisory Partners, LLC 1.44% Reduce -0.6% 27,929 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +0.1% 27,494 $4.2M
NewEdge Wealth, LLC 0.08% Add +2.9% 27,383 $4.2M
JPL Wealth Management, LLC 1.20% Add +4.5% 27,318 $4.2M
PGGM Investments 0.06% Add +2.9% 27,231 $4.2M
Ceera Investments, LLC 1.44% Reduce -0.9% 27,180 $4.2M
Avantax Advisory Services, Inc. 0.03% Add +12.8% 26,857 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -0.8% 26,804 $4.1M
Berkeley, Inc 1.94% Reduce -2.7% 26,740 $4.1M
Profund Advisors LLC 0.18% Reduce -12.7% 26,727 $4.1M
New Age Alpha Advisors, LLC 0.18% Reduce -54.1% 26,607 $4.1M
Vista Investment Partners LLC 1.25% Reduce -0.8% 26,542 $4.1M
Caisse de depot et placement du Quebec 0.01% Add +912.2% 26,409 $4.1M
1832 Asset Management L.P. 0.01% Reduce -2.6% 26,359 $4.1M
Jackson Wealth Management, LLC 0.49% Reduce -0.8% 26,230 $4.0M
Maytus Capital Management, LLC 1.24% Add +30.6% 26,117 $4.0M
Howland Capital Management LLC 0.18% Reduce -24.6% 26,010 $4.0M
Meridian Wealth Management, LLC 0.19% Add +0.0% 25,799 $4.0M
Courier Capital LLC 0.26% Add +0.1% 25,793 $4.0M
Mizuho Securities USA LLC 0.09% Reduce -15.5% 25,659 $4.0M
Groupe la Francaise 0.08% Add +15.7% 25,922 $3.9M
First Citizens Bank & Trust Co. 0.10% Add +0.2% 25,354 $3.9M
Borer Denton & Associates, Inc. 1.38% Reduce -1.0% 25,346 $3.9M
ASR Vermogensbeheer N.V. 0.06% — 25,260 $3.9M
Inlet Private Wealth, LLC 1.01% Reduce -1.2% 25,155 $3.9M
Bessemer Group Inc. 0.01% Reduce -47.7% 24,928 $3.8M
OMERS ADMINISTRATION Corp 0.03% Add +5.4% 24,899 $3.8M
White Pine Investment CO 1.03% Reduce -0.9% 24,869 $3.8M
Capital International Sarl 0.09% Add +265.9% 24,860 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.2% 24,720 $3.8M
Harvest Fund Management Co., Ltd 0.19% Add +14.2% 24,688 $3.8M
Sheets Smith Wealth Management 0.47% Add +0.0% 24,638 $3.8M
Capital Investment Counsel, Inc 0.57% Add +3.0% 24,583 $3.8M
Shoker Investment Counsel, Inc. 1.27% Add +1.0% 24,275 $3.7M
Great Diamond Partners, LLC 1.02% Reduce -0.8% 24,231 $3.7M
Avanza Fonder AB 0.12% Reduce -1.6% 23,890 $3.7M
Spectrum Wealth Counsel, LLC 0.44% Reduce -0.3% 23,983 $3.7M
Caldwell Trust Co 0.39% Reduce -3.1% 23,734 $3.7M
Lanark Financial, Inc. 0.31% — 23,679 $3.7M
Daiichi Life Insurance Co., Ltd. 0.11% Add +4.8% 23,563 $3.6M
Dean Investment Associates, LLC 0.53% Reduce -10.0% 23,469 $3.6M
Pinnacle Associates Ltd. 0.05% Reduce -1.4% 23,392 $3.6M
Zions Bancorporation, National Association 0.22% — 22,917 $3.5M
American Trust 0.87% Reduce -5.1% 22,895 $3.5M
Southeast Asset Advisors, LLC 0.43% Add +13.8% 22,876 $3.5M
Sciencast Management LP 0.81% New 22,824 $3.5M
Elevatus Welath Management 1.99% Add +0.2% 22,753 $3.5M
Cozad Asset Management Inc. 0.35% Add +3.9% 22,723 $3.5M
Wealthfront Advisers LLC 0.01% Add +22.0% 22,708 $3.5M
Concurrent Investment Advisors, LLC 0.08% Add +17.5% 22,590 $3.5M
J. Safra Sarasin Holding AG 0.06% Add +200.4% 22,528 $3.5M
Choreo, LLC 0.05% Add +54.9% 22,400 $3.5M
Red Cedar Investment Management, LLC 0.48% No change 22,290 $3.4M
First National Bank of Omaha 0.24% Reduce -1.5% 22,289 $3.4M
Ritholtz Wealth Management 0.10% Add +15.5% 22,274 $3.4M
Zevenbergen Capital Investments LLC 0.08% Reduce -0.9% 22,265 $3.4M
Kentucky Retirement Systems 0.10% Reduce -0.3% 21,957 $3.4M
Woodline Partners LP 0.02% New 21,603 $3.3M
Ranch Capital Advisors Inc. 1.55% Add +3.5% 21,218 $3.3M
Ghe, LLC 1.49% Reduce -1.0% 21,157 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -29.5% 21,280 $3.2M
BDF-Gestion 0.35% No change 20,870 $3.2M
CWA Asset Management Group, LLC 0.15% Add +29.3% 20,644 $3.2M
Woodley Farra Manion Portfolio Management Inc. 0.16% Add +0.8% 20,631 $3.2M
Trilogy Capital Inc. 0.16% Add +39.4% 20,384 $3.1M
Whittier Trust Co. 0.04% Reduce -17.9% 20,327 $3.1M
Lantz Financial LLC 0.85% Reduce -4.4% 20,167 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -9.2% 20,137 $3.1M
Cordatus Wealth Management LLC 0.85% Reduce -0.2% 20,003 $3.1M
Coastline Trust Co 0.38% Reduce -2.8% 19,825 $3.1M
SummitTX Capital, L.P. 0.13% — 19,806 $3.1M
Merit Financial Group, LLC 0.05% Add +18.1% 19,746 $3.0M
True North Advisors, LLC 0.54% Reduce -14.8% 19,579 $3.0M
Hartford Investment Management Co. 0.10% Reduce -1.0% 19,568 $3.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -23.0% 19,564 $3.0M
Stock Yards Bank & Trust Co. 0.11% Reduce -0.6% 19,451 $3.0M
Glenview Trust Co 0.06% Reduce -2.5% 19,372 $3.0M
LVW Advisors, LLC 0.36% Add +2.1% 19,270 $3.0M
Knollwood Investment Advisory, LLC 0.33% No change 19,133 $3.0M
Texas Yale Capital Corp. 0.12% No change 19,014 $2.9M
Armbruster Capital Management, Inc. 0.58% Reduce -4.2% 18,987 $2.9M
Prime Capital Investment Advisors, LLC 0.03% Add +7.8% 18,899 $2.9M
CreativeOne Wealth, LLC 0.09% Reduce -11.4% 18,800 $2.9M
Wealthcare Advisory Partners LLC 0.08% Add +2.0% 18,702 $2.9M
Linden Thomas Advisory Services, LLC 0.37% Add +8.0% 18,699 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.44% Reduce -0.1% 18,496 $2.9M
MSH Capital Advisors LLC 0.88% Add +12.0% 18,489 $2.9M
Cwm, LLC 0.01% Reduce -5.9% 18,466 $2.8M
CW Advisors, LLC 0.03% Reduce -2.3% 18,402 $2.8M
Fiduciary Trust Co 0.04% Add +101.3% 18,168 $2.8M
Essex Investment Management Co. LLC 0.58% Reduce -4.8% 18,158 $2.8M
Element Capital Management LLC 0.70% New 18,157 $2.8M
LBP Am SA 0.04% Reduce -3.5% 18,089 $2.8M
Agf Management Ltd. 0.01% Add +1.4% 17,961 $2.8M
Parsons Capital Management Inc. 0.15% Reduce -24.2% 17,790 $2.7M
First National Trust Co 0.11% Reduce -4.5% 17,777 $2.7M
Plato Investment Management Ltd 0.23% Reduce -13.7% 17,526 $2.7M
Griffin Asset Management, Inc. 0.33% Add +1.1% 17,690 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +89.7% 17,666 $2.7M
Vista Investment Partners Ii, LLC 1.51% Add +1.5% 17,643 $2.7M
Capital Analysts, LLC 0.10% Add +1.4% 17,557 $2.7M
Godshalk Welsh Capital Management, Inc. 1.77% Reduce -1.6% 17,555 $2.7M
Metis Global Partners, LLC 0.08% Add +1.6% 17,506 $2.7M
Sepio Capital, LP 0.21% Reduce -15.2% 17,480 $2.7M
CI Investments Inc. 0.01% Add +14.5% 17,409 $2.7M
Bokf, NA 0.05% Reduce -6.8% 17,291 $2.7M
Midwest Professional Planners, LTD. 0.82% Add +14.9% 17,182 $2.7M
IMS Capital Management 1.33% Add +0.5% 17,135 $2.6M
Meritage Portfolio Management 0.18% Reduce -1.8% 17,116 $2.6M
PFW Advisors LLC 0.82% Reduce -0.7% 17,030 $2.6M
Nebula Research & Development LLC 0.24% New 17,021 $2.6M
Compagnie Lombard Odier SCmA 0.03% No change 17,000 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -1.4% 16,976 $2.6M
Harmony Asset Management LLC 1.10% Add +0.0% 16,933 $2.6M
D. E. Shaw & Co. 0.00% Reduce -54.6% 16,930 $2.6M
Central Pacific Bank - Trust Division 0.38% Reduce -7.1% 16,898 $2.6M
Radnor Capital Management, LLC 0.43% No change 16,791 $2.6M
United Asset Strategies, Inc. 0.24% Reduce -5.8% 16,658 $2.6M
Smith Salley Wealth Management 0.17% Reduce -0.1% 16,644 $2.6M
Brookstone Capital Management 0.04% Add +449.8% 16,643 $2.6M
GHP Investment Advisors, Inc. 0.12% Add +7.2% 16,583 $2.6M
Synovus Financial Corp. 0.03% Add +1.4% 16,481 $2.5M
Riverbridge Partners LLC 0.04% Add +2.8% 16,471 $2.5M
Bath Savings Trust Co 0.26% Reduce -0.9% 16,435 $2.5M
NBT Bank, N.A. 0.18% Reduce -0.1% 16,344 $2.5M
J.W. Cole Advisors, Inc. 0.08% Add +241.4% 16,226 $2.5M
Ironwood Investment Counsel, LLC 0.43% Reduce -3.0% 16,182 $2.5M
Nations Financial Group Inc, /Ia/ 0.19% Reduce -18.5% 16,168 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.87% Add +1.0% 16,023 $2.5M
Two Sigma Investments, LP 0.01% No change 15,975 $2.5M
Twin Tree Management, LP 0.05% New 15,647 $2.4M
Mechanics Bank Trust Department 0.33% Reduce -4.1% 15,583 $2.4M
Alesco Advisors, LLC, An ESL Co 0.07% Reduce -0.9% 15,442 $2.4M
Samjo Management, LLC 1.01% Reduce -0.1% 15,390 $2.4M
Beverly Hills Private Wealth, LLC 0.47% Reduce -0.8% 15,330 $2.4M
Redmond Asset Management, LLC 0.61% Add +8.7% 15,319 $2.4M
First Horizon Advisors, Inc. 0.07% Reduce -46.0% 15,313 $2.4M
Ameritas Investment Partners, Inc. 0.08% Add +2.2% 15,226 $2.3M
Soltis Investment Advisors LLC 0.21% Reduce -1.3% 15,220 $2.3M
J. W. Coons Advisors, LLC 0.62% Reduce -1.8% 15,157 $2.3M
Empire Financial Management Company, LLC 0.72% Add +3.8% 15,064 $2.3M
Maryland State Retirement & Pension System 0.06% Reduce -12.4% 15,034 $2.3M
Hancock Whitney Corp. 0.08% Reduce -1.4% 15,031 $2.3M
Sterling Investment Advisors, Ltd. 0.56% Reduce -7.7% 14,988 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -2.0% 14,948 $2.3M
Bollard Group LLC 0.06% Add +0.5% 14,949 $2.3M
Clearstead Advisors, LLC 0.04% Reduce -6.5% 14,808 $2.3M
Great Lakes Retirement, Inc. 0.30% Add +1.6% 14,642 $2.3M
Frank, Rimerman Advisors LLC 0.18% Add +1.7% 14,622 $2.3M
M&G PLC 0.01% Reduce -9.0% 14,638 $2.3M
E. Ohman J:or Asset Management AB 0.06% No change 14,500 $2.2M
Strong Tower Advisory Services 0.55% Add +7.6% 15,780 $2.2M
Palisade Asset Management, LLC 0.23% No change 14,342 $2.2M
Concentric Capital Strategies, LP 0.22% New 14,107 $2.2M
Fragasso Financial Advisors Inc 0.16% Add +826.2% 13,958 $2.2M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -3.4% 13,956 $2.2M
Banque Cantonale Vaudoise 0.09% — 13,905 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.12% Reduce -33.2% 13,878 $2.1M
Modern Wealth Management, LLC 0.07% Add +28.7% 13,814 $2.1M
Townsquare Capital LLC 0.02% Add +58.9% 13,790 $2.1M
WASHINGTON TRUST Co 0.08% Reduce -3.6% 13,752 $2.1M
Ascent Group, LLC 0.09% Reduce -22.3% 13,743 $2.1M
Sigma Planning Corp 0.07% Add +0.6% 13,681 $2.1M
Empowered Funds, LLC 0.03% Reduce -34.7% 13,673 $2.1M
HB Wealth Management, LLC 0.02% Add +19.6% 13,659 $2.1M
Aptus Capital Advisors, LLC 0.02% Add +17.6% 13,542 $2.1M
Icon Wealth Advisors, LLC 0.17% Add +13.6% 13,350 $2.1M
Anchor Investment Management, LLC 0.19% No change 13,344 $2.1M
Chicago Partners Investment Group LLC 0.07% Add +50.0% 13,600 $2.0M
Thomas Story & Son LLC 0.80% Add +18.3% 13,245 $2.0M
Cornerstone Advisors, LLC 0.09% No change 13,200 $2.0M
Snowden Capital Advisors LLC 0.07% Reduce -32.3% 13,179 $2.0M
MAI Capital Management 0.02% Add +0.3% 13,179 $2.0M
Matrix Trust Co 0.34% No change 13,120 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 12,664 $2.0M
Cerro Pacific Wealth Advisors LLC 0.65% Reduce -0.7% 14,221 $2.0M
Atwood & Palmer Inc. 0.14% No change 12,887 $2.0M
CoreCap Advisors, LLC 0.09% Reduce -50.9% 12,880 $2.0M
Dakota Wealth Management 0.05% Reduce -0.8% 12,820 $2.0M
Columbus Macro, LLC 0.26% Reduce -0.1% 12,690 $2.0M
Stratos Wealth Partners, LTD. 0.03% Add +20.3% 12,645 $2.0M
Lee Financial Co 0.30% Reduce -8.2% 12,576 $1.9M
Wealthspire Advisors, LLC 0.01% Reduce -4.2% 12,555 $1.9M
Alkeme Wealth, LLC 0.87% Add +1.4% 12,552 $1.9M
LMG Wealth Partners, LLC 0.43% Add +0.1% 12,516 $1.9M
Wedbush Securities Inc. 0.07% Reduce -0.1% 12,511 $1.9M
Commerzbank Aktiengesellschaft 0.04% Add +7.8% 12,493 $1.9M
Bayesian Capital Management, LP 0.31% New 12,300 $1.9M
Drake & Associates, LLC 0.53% Add +28.3% 12,276 $1.9M
Mediolanum International Funds Ltd 0.03% Reduce -30.9% 12,482 $1.9M
Principal Securities, Inc. 0.04% No change 13,338 $1.9M
Farther Finance Advisors, LLC 0.05% Add +18.3% 12,030 $1.9M
Tompkins Financial Corp. 0.18% Reduce -3.5% 12,007 $1.9M
Cumberland Partners Ltd 0.14% Add +9.1% 12,000 $1.9M
Commonwealth Retirement Investments LLC 0.75% Add +0.1% 11,980 $1.8M
Caprock Group, LLC 0.06% Add +21.9% 11,955 $1.8M
Sterling Capital Management LLC 0.03% Reduce -16.0% 11,915 $1.8M
BLB&B Advisors, LLC 0.09% Reduce -5.4% 11,842 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -22.2% 11,816 $1.8M
Exchange Traded Concepts, LLC 0.03% Add +2.4% 11,805 $1.8M
Ballentine Partners, LLC 0.03% Add +4.3% 11,799 $1.8M
Marks Group Wealth Management, Inc 0.17% Reduce -0.0% 11,738 $1.8M
Baker Avenue Asset Management, LP 0.06% New 11,648 $1.8M
Capital Investment Advisors, LLC 0.04% Add +5.4% 11,647 $1.8M
Howe & Rusling Inc. 0.15% Reduce -1.0% 11,636 $1.8M
Uhlmann Price Securities, LLC 1.31% Add +1.6% 11,539 $1.8M
Allianz SE 0.05% No change 11,527 $1.8M
Verdence Capital Advisors LLC 0.14% Reduce -9.2% 11,500 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -7.1% 11,419 $1.8M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -0.2% 11,414 $1.8M
Mgo One Seven LLC 0.07% Reduce -7.1% 11,413 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Reduce -0.6% 11,384 $1.8M
Genus Capital Management Inc. 0.25% — 11,326 $1.7M
Aspiriant, LLC 0.06% Add +0.2% 11,321 $1.7M
Redwood Investment Management, LLC 0.19% Reduce -18.6% 11,315 $1.7M
Empirical Finance, LLC 0.10% Add +2.2% 11,192 $1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.71% No change 11,852 $1.7M
Ieq Capital, LLC 0.01% Reduce -12.8% 11,167 $1.7M
Carnegie Investment Counsel 0.04% Reduce -0.1% 12,245 $1.7M
Journey Strategic Wealth LLC 0.06% Add +105.6% 11,119 $1.7M
Nicholson Wealth Management Group, LLC 1.13% Add +2.5% 11,115 $1.7M
SG Americas Securities, LLC 0.01% Reduce -42.1% 10,969 $1.7M
Independence Bank of Kentucky 0.26% Reduce -2.1% 10,936 $1.7M
Nomura Holdings Inc. 0.01% Reduce -75.1% 10,909 $1.7M
Access Financial Services, Inc. 0.67% Reduce -15.5% 10,845 $1.7M
IVC Wealth Advisors LLC 0.90% Reduce -8.2% 10,841 $1.7M
Covenant Partners, LLC 0.54% No change 10,822 $1.7M
King Luther Capital Management Corp. 0.01% Add +1.4% 10,818 $1.7M
Composition Wealth, LLC 0.03% Reduce -0.5% 10,753 $1.7M
First City Capital Management, Inc. 0.99% Reduce -1.1% 10,722 $1.7M
Boomfish Wealth Group, LLC 1.07% Reduce -0.5% 10,684 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.4% 10,674 $1.6M
Forte Capital LLC 0.20% Reduce -0.2% 10,654 $1.6M
Coldstream Capital Management Inc. 0.04% Add +0.3% 10,647 $1.6M
Sound View Wealth Advisors Group, LLC 0.13% Add +1.6% 10,613 $1.6M
EPG Wealth Management LLC 0.46% Add +7.7% 10,608 $1.6M
Kesler, Norman & Wride, LLC 0.31% Reduce -0.5% 10,603 $1.6M
Hartford Financial Management Inc. 0.34% No change 10,579 $1.6M
Greenfield Savings Bank 0.80% Reduce -2.5% 10,577 $1.6M
Johnson Financial Group, Inc. 0.08% Reduce -10.8% 10,493 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -16.5% 10,474 $1.6M
Landscape Capital Management, L.L.C. 0.14% New 10,472 $1.6M
Huntington National Bank 0.02% Add +7.9% 10,467 $1.6M
Empirical Asset Management, LLC 0.55% Reduce -30.9% 10,443 $1.6M
Waverly Advisors, LLC 0.02% Add +17.9% 10,391 $1.6M
Pensionfund Sabic 0.47% Reduce -14.9% 10,250 $1.6M
Valmark Advisers, Inc. 0.02% Add +0.8% 10,235 $1.6M
Allstate Corp. 0.05% Add +4.6% 10,215 $1.6M
Procyon Advisors, LLC 0.10% Add +85.0% 10,210 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 10,192 $1.6M
Donoghue Forlines LLC 0.49% Reduce -7.8% 10,035 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Add +7.9% 10,003 $1.5M
Costello Asset Management, INC 0.63% Reduce -3.8% 9,999 $1.5M
E Fund Management Co., Ltd. 0.07% Add +97.0% 9,978 $1.5M
Pacific Point Advisors, LLC 0.85% Add +9.2% 9,908 $1.5M
Axxcess Wealth Management, LLC 0.04% Reduce -8.0% 9,897 $1.5M
Assetmark, Inc. 0.00% Reduce -7.6% 9,870 $1.5M
Brown Brothers Harriman & Co. 0.01% Reduce -0.0% 9,838 $1.5M
Pinnacle Financial Partners Inc 0.03% Reduce -6.7% 9,831 $1.5M
Jensen Investment Management Inc. 0.02% No change 9,830 $1.5M
Financial Advocates Investment Management 0.11% Add +1.5% 9,798 $1.5M
Parallel Advisors, LLC 0.03% Add +1.7% 9,796 $1.5M
Independent Advisor Alliance 0.05% Reduce -0.6% 9,787 $1.5M
Virtus Investment Advisers, LLC 0.41% New 9,636 $1.5M
South Dakota Investment Council 0.03% No change 9,617 $1.5M
Savant Capital, LLC 0.01% Add +4.2% 9,559 $1.5M
Allworth Financial LP 0.01% Reduce -5.2% 10,221 $1.5M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.7% 9,504 $1.5M
Meeder Advisory Services, Inc. 0.09% Add +8.0% 9,456 $1.5M
Naviter Wealth, LLC 0.18% No change 9,650 $1.5M
SageView Advisory Group, LLC 0.06% Add +0.0% 9,420 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -18.8% 9,352 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Reduce -10.8% 9,338 $1.4M
Signaturefd, LLC 0.03% Add +4.5% 9,331 $1.4M
HBK Sorce Advisory LLC 0.04% Add +1.1% 9,323 $1.4M
SouthState Bank Corp 0.07% Add +10.6% 9,236 $1.4M
XTX Topco Ltd 0.07% New 9,168 $1.4M
Intech Investment Management LLC 0.01% Reduce -31.0% 9,118 $1.4M
Bangor Savings Bank 0.13% Reduce -5.7% 9,101 $1.4M
Freestone Capital Holdings, LLC 0.05% Add +33.0% 9,084 $1.4M
Evercore Wealth Management, LLC 0.02% Reduce -0.2% 9,058 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +13.0% 9,041 $1.4M
Empower Advisory Group, LLC 0.00% Reduce -1.1% 9,028 $1.4M
Essex Financial Services, Inc. 0.10% Reduce -3.1% 8,993 $1.4M
China Universal Asset Management Co., Ltd. 0.13% Add +51.8% 8,893 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +0.1% 8,866 $1.4M
Advocate Group LLC 0.25% Add +0.6% 8,838 $1.4M
RFG Advisory, LLC 0.04% Add +6.4% 8,829 $1.4M
First National Advisers, LLC 0.22% Add +13.2% 8,731 $1.3M
East Coast Asset Management, LLC. 0.48% Reduce -5.1% 8,712 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -35.4% 8,697 $1.3M
O'Keefe Stevens Advisory, Inc. 0.44% No change 8,685 $1.3M
Daymark Wealth Partners, LLC 0.06% Reduce -1.7% 8,672 $1.3M
Jefferies Financial Group Inc. 0.02% New 8,631 $1.3M
Squarepoint Ops LLC 0.00% Reduce -5.5% 8,606 $1.3M
Jones Financial Companies LLLP 0.00% Add +26.7% 8,789 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +18.9% 8,550 $1.3M
IHT Wealth Management, LLC 0.04% Add +3.4% 8,539 $1.3M
Hills Bank & Trust Co 0.09% Reduce -4.7% 8,425 $1.3M
US Asset Management LLC 1.24% Reduce -0.4% 8,404 $1.3M
MOKAN Wealth Management Inc. 0.77% Add +0.7% 8,325 $1.3M
Paragon Private Wealth Management, LLC 0.59% Add +2.6% 8,306 $1.3M
Leisure Capital Management 0.52% Add +1.2% 8,291 $1.3M
Claro Advisors Inc. 0.17% Reduce -5.5% 8,239 $1.3M
L.M. Kohn & Company 0.33% Add +0.2% 8,214 $1.3M
S.A. Mason LLC 0.67% Add +2.9% 8,193 $1.3M
Venturi Wealth Management, LLC 0.06% Add +2.6% 8,051 $1.2M
Asset Management Group, Inc. 0.23% Add +0.6% 7,999 $1.2M
Dearborn Partners LLC 0.06% Reduce -28.9% 7,986 $1.2M
Peapack Gladstone Financial Corp. 0.02% Reduce -16.8% 7,984 $1.2M
Rehmann Capital Advisory Group 0.08% Add +0.1% 7,936 $1.2M
Argent Trust Co 0.05% Reduce -2.4% 7,908 $1.2M
Tran Capital Management, L.P. 0.16% No change 7,887 $1.2M
Rockland Trust Co. 0.06% Reduce -7.3% 7,863 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +52.3% 7,851 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -2.9% 7,824 $1.2M
Crews Bank & Trust 0.21% Reduce -3.3% 7,809 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -7.1% 7,806 $1.2M
Howard Capital Management, LLC 0.03% Reduce -13.3% 7,755 $1.2M
Csenge Advisory Group 0.07% Reduce -0.6% 8,193 $1.2M
Albert D Mason Inc. 0.80% Reduce -55.8% 7,662 $1.2M
Ascentis Independent Advisors 0.23% Add +0.9% 7,623 $1.2M
Powers Advisory Group, LLC 0.56% Reduce -1.7% 7,616 $1.2M
Oppenheimer Asset Management Inc. 0.01% Add +7.1% 7,607 $1.2M
Guinness Atkinson Asset Management Inc 0.65% Reduce -10.0% 7,606 $1.2M
Boston Research & Management Inc. 0.29% Reduce -0.5% 7,555 $1.2M
Kapstone Financial Advisors LLC 0.66% No change 7,505 $1.2M
McDonald Partners LLC 0.30% Reduce -2.4% 7,454 $1.2M
LMR Partners LLP 0.03% New 7,485 $1.2M
GAMMA Investing LLC 0.09% Add +31.8% 7,474 $1.2M
Lido Advisors, LLC 0.01% Add +3.1% 7,409 $1.1M
Post Resch Tallon Group Inc. 1.17% Reduce -57.2% 7,467 $1.1M
Harbor Investment Advisory, LLC 0.11% Reduce -5.0% 7,384 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -72.5% 7,383 $1.1M
Elevated Capital Advisors, LLC 0.32% Reduce -5.7% 7,381 $1.1M
Kessler Investment Group, LLC 0.55% Reduce -6.0% 7,348 $1.1M
Salvus Wealth Management, LLC 0.71% Add +1.6% 7,298 $1.1M
Granite Investment Partners, LLC 0.06% No change 7,298 $1.1M
AlphaCore Capital LLC 0.10% Add +43.0% 7,293 $1.1M
Cary Street Partners Financial LLC 0.04% Add +1.4% 7,279 $1.1M
Simon Quick Advisors, LLC 0.06% Add +31.1% 7,268 $1.1M
Shell Asset Management Co. 0.05% No change 7,258 $1.1M
Bard Financial Services, Inc. 0.14% Reduce -5.2% 7,175 $1.1M
Allen Capital Group, LLC 0.13% Add +1.5% 7,164 $1.1M
Prosperity Consulting Group, LLC 0.09% Add +0.1% 7,156 $1.1M
Greenleaf Trust 0.01% Add +10.8% 7,146 $1.1M
Western Financial Corp 0.64% Reduce -9.9% 7,137 $1.1M
Hall Capital Management Co. Inc. 0.51% Reduce -44.7% 7,131 $1.1M
Fayez Sarofim & Co 0.00% Reduce -26.9% 7,130 $1.1M
Verition Fund Management LLC 0.01% Add +136.9% 7,125 $1.1M
Aviance Capital Partners, LLC 0.15% No change 7,123 $1.1M
Wealth Alliance, LLC 0.13% Reduce -7.2% 7,067 $1.1M
United Services Automobile Association 0.03% New 7,215 $1.1M
IFP Advisors, Inc 0.03% Add +10.3% 7,023 $1.1M
Birch Capital Management, LLC 0.57% No change 7,055 $1.1M
Kentucky Trust Co 0.65% Reduce -7.9% 7,036 $1.1M
Financial Advisors Network, Inc. 0.18% Reduce -81.1% 6,974 $1.1M
Cross Staff Investments Inc 0.81% Reduce -5.1% 6,972 $1.1M
Sfmg, LLC 0.08% Reduce -2.3% 6,967 $1.1M
Penserra Capital Management LLC 0.02% Add +200.3% 6,970 $1.1M
Caxton Associates LLP 0.04% — 6,906 $1.1M
Loudon Investment Management, LLC 0.61% Add +193.4% 6,895 $1.1M
Brighton Jones LLC 0.03% Add +20.5% 6,883 $1.1M
First Bank & Trust 0.21% Add +0.9% 6,878 $1.1M
Rogco, LP 0.42% Reduce -7.1% 6,873 $1.1M
Covenant Asset Management, LLC 0.27% Reduce -4.7% 6,846 $1.1M
FineMark National Bank & Trust 0.04% Add +5.1% 6,798 $1.0M
Evergreen Capital Management LLC 0.04% Add +3.5% 6,793 $1.0M
Greatmark Investment Partners, Inc. 0.14% Add +1.4% 6,778 $1.0M
Prossimo Advisors, LLC 0.78% No change 6,768 $1.0M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -1.7% 6,760 $1.0M
Moment Partners, LLC 0.21% Reduce -0.3% 6,753 $1.0M
V-Square Quantitative Management LLC 0.15% Add +6.5% 6,753 $1.0M
High Falls Advisors, Inc 0.24% Add +0.1% 6,748 $1.0M
Tang Capital Management LLC 0.06% Reduce -4.1% 6,688 $1.0M
Clifford Swan Investment Counsel LLC 0.04% Add +0.1% 6,675 $1.0M
Segment Wealth Management, LLC 0.07% Add +48.2% 6,664 $1.0M
Summit Financial, LLC 0.03% Add +12.0% 6,652 $1.0M
HM Payson & Co. 0.02% Add +18.7% 6,592 $1.0M
Transamerica Financial Advisors, LLC 0.10% Reduce -8.3% 6,535 $1.0M
Cushing Capital Partners, LLC 0.91% Add +6.5% 6,531 $1.0M
Marino, Stram & Associates LLC 0.22% Add +0.1% 6,529 $1.0M
Beacon Financial Advisory LLC 0.30% Add +0.5% 6,485 $1.0M
Integrity Alliance, Llc. 0.04% New 6,476 $999K
Jacobi Capital Management LLC 0.07% Add +0.9% 6,471 $998K
JBGlobal.com LLC 1.03% Reduce -0.7% 6,427 $992K
Fifth Third Wealth Advisors LLC 0.05% Add +15.1% 6,419 $990K
Equitable Holdings, Inc. 0.01% Add +24.5% 6,410 $989K
Thoroughbred Financial Services, LLC 0.06% Reduce -2.0% 6,404 $988K
World Investment Advisors 0.03% Reduce -3.2% 6,378 $984K
Sara-Bay Financial 0.43% Add +1.5% 6,505 $982K
Baader Bank Aktiengesellschaft 0.10% Add +323.5% 6,352 $979K
Taylor Financial Group, Inc. 0.68% No change 6,331 $977K
Horizon Investments, LLC 0.03% Add +3.7% 6,337 $971K
Studio Investment Management LLC 0.20% Reduce -32.8% 6,283 $969K
Stevens Capital Management LP 0.24% Add +77.6% 6,241 $963K
Fulton Bank, N.A. 0.04% Reduce -19.2% 6,234 $962K
Range Financial Group LLC 0.42% Add +24.8% 6,187 $955K
Guyasuta Investment Advisors Inc. 0.06% No change 6,162 $951K
Gen-Wealth Partners Inc 0.39% Add +11.7% 6,126 $945K
Provenance Wealth Advisors, LLC 0.13% No change 6,053 $934K
HUB Investment Partners, LLC 0.04% Reduce -0.6% 6,053 $934K
Mitchell McLeod Pugh & Williams Inc. 0.19% No change 6,038 $932K
Stratos Wealth Advisors, LLC 0.05% Reduce -10.4% 6,035 $931K
Crew Capital Management, Ltd 0.76% Add +2.2% 6,021 $929K
Rwa Wealth Partners, LLC 0.01% Add +12.7% 5,981 $923K
Middleton & Co. Inc. 0.11% Reduce -1.7% 5,935 $916K
Ossiam 0.01% Reduce -40.1% 5,935 $916K
Jacksonville Wealth Management, LLC 0.90% Add +0.3% 5,918 $913K
Checchi Capital Advisers, LLC 0.06% Add +4.2% 5,911 $912K
Farmers & Merchants Investments Inc. 0.03% Reduce -6.6% 5,910 $912K
PFG Investments, LLC 0.06% Reduce -10.7% 5,910 $912K
SC&H Financial Advisors, Inc. 0.18% No change 5,902 $910K
Bank & Trust Co 0.74% Reduce -1.3% 5,884 $908K
Penn Davis McFarland Inc. 0.11% No change 5,881 $907K
Ostrum Asset Management 0.05% Reduce -2.6% 5,877 $907K
AssuredPartners Investment Advisors, LLC 0.17% Reduce -10.8% 5,844 $902K
Abn Amro Investment Solutions 0.02% Add +11.8% 5,823 $898K
Modera Wealth Management, LLC 0.01% Reduce -12.9% 5,748 $887K
Forza Wealth Management, LLC 0.40% No change 5,736 $885K
Burke & Herbert Bank & Trust Co. 0.21% No change 5,725 $883K
Kathmere Capital Management, LLC 0.07% Add +17.9% 5,709 $881K
Quadrant Capital Group LLC 0.03% Add +82.3% 5,696 $879K
Human Investing LLC 0.15% Reduce -1.4% 5,686 $877K
Mufg Securities Americas Inc. 0.10% Add +19.9% 5,672 $875K
Mission Creek Capital Partners, Inc. 0.21% Reduce -21.2% 5,652 $872K
Chesley Taft & Associates LLC 0.04% No change 5,650 $872K
Leavell Investment Management, Inc. 0.04% Add +4.8% 5,612 $866K
Ausdal Financial Partners, Inc. 0.07% Add +1.2% 5,586 $862K
Kuhn & Co Investment Counsel 0.73% No change 5,578 $861K
Chemung Canal Trust Co. 0.19% Reduce -5.4% 5,568 $859K
Kestra Investment Management, LLC 0.02% Reduce -15.8% 5,547 $856K
Worldquant Millennium Advisors LLC 0.01% New 5,535 $854K
Moneta Group Investment Advisors LLC 0.01% Add +1.2% 5,528 $853K
Whittier Trust Co. of Nevada Inc. 0.02% Add +20.4% 5,522 $852K
Broadwater Capital Management LLC 0.67% No change 5,520 $852K
Natixis 0.01% Add +45.5% 5,584 $850K
Beacon Pointe Advisors, LLC 0.01% Reduce -12.0% 5,474 $845K
Park National Corp. 0.03% Reduce -11.9% 5,463 $843K
STF Management LP 0.40% Reduce -0.2% 5,455 $842K
Norris Perne & French LLP 0.06% No change 5,455 $842K
HighPoint Advisor Group LLC 0.05% Reduce -12.9% 5,746 $841K
Harbour Investments, Inc. 0.02% Add +2.5% 5,420 $836K
Dynamic Technology Lab Private Ltd 0.12% New 5,392 $832K
Linscomb Wealth, Inc. 0.04% Add +0.3% 5,362 $827K
Seelaus Asset Management LLC 0.79% No change 5,242 $809K
Ellevest, Inc. 0.05% Add +12.1% 5,236 $808K
Ramirez Asset Management, Inc. 0.17% No change 5,212 $804K
Teza Capital Management LLC 0.37% New 5,180 $799K
Family Firm, Inc. 0.18% Add +0.1% 5,152 $795K
Compound Planning, Inc. 0.04% Add +34.0% 5,134 $792K
2UniFi Bank 0.50% Add +0.2% 5,146 $780K
KFG Wealth Management, LLC 0.14% Reduce -11.2% 5,057 $780K
Choate Investment Advisors 0.02% No change 5,051 $779K
Tiaa Trust, National Association 0.00% Reduce -26.5% 5,022 $775K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.8% 5,000 $771K
Grey Ledge Advisors, LLC 0.20% Reduce -0.8% 4,989 $770K
Avidian Wealth Enterprises, LLC 0.03% Reduce -22.5% 4,903 $756K
Johnson Investment Counsel Inc. 0.01% Add +10.6% 4,891 $755K
NTV Asset Management LLC 0.10% Reduce -0.4% 4,891 $755K
AE Wealth Management LLC 0.01% Reduce -20.6% 4,868 $751K
Compass Ion Advisors, LLC 0.09% Add +0.2% 4,858 $749K
Perigon Wealth Management, LLC 0.02% Add +1.2% 4,818 $743K
Lindbrook Capital, LLC 0.07% Add +3.5% 4,814 $743K
Sage Mountain Advisors LLC 0.05% Add +113.9% 4,810 $742K
Schonfeld Strategic Advisors LLC 0.01% Reduce -30.6% 4,804 $741K
Texas Capital Bank Wealth Management Services Inc 0.07% Add +25.5% 4,758 $734K
Atlantic Union Bankshares Corp 0.04% Reduce -0.2% 4,758 $734K
Callan Family Office, LLC 0.05% Reduce -32.9% 4,749 $733K
Clarius Group, LLC 0.05% Add +49.5% 4,746 $732K
Prudential PLC 0.00% Reduce -31.8% 4,732 $730K
Sunbelt Securities, Inc. 0.07% Add +0.0% 4,731 $730K
TD Waterhouse Canada Inc. 0.01% Reduce -2.7% 4,723 $730K
Norden Group LLC 0.08% Add +52.4% 4,706 $726K
Dogwood Wealth Management LLC 0.38% Add +9.2% 4,697 $725K
RDA Financial Network 0.22% Add +1.0% 4,686 $723K
Panagora Asset Management Inc. 0.00% Reduce -14.1% 4,676 $721K
Burney Co./ 0.03% Reduce -4.6% 4,675 $721K
Trust Co of the South 0.15% Add +1.1% 4,652 $718K
Fiduciary Group, LLC 0.07% Reduce -1.9% 4,633 $715K
Werlinich Asset Management, LLC 0.45% No change 4,625 $714K
Legacy Financial Advisors, Inc. 0.12% Reduce -0.5% 4,619 $713K
WCM Investment Management, LLC 0.00% Reduce -2.4% 4,718 $713K
ICICI Prudential Asset Management Co Ltd 0.09% Reduce -1.4% 4,618 $712K
Marble Harbor Investment Counsel, LLC 0.08% No change 4,603 $710K
3Chopt Investment Partners, LLC 0.19% New 4,592 $708K
Private Trust Co. NA 0.07% Reduce -1.2% 4,582 $707K
Graypoint LLC 0.04% Add +3.1% 4,567 $705K
Valley Forge Investment Consultants Inc. Adv 0.25% No change 4,560 $704K
Integrated Advisors Network LLC 0.04% Add +0.8% 4,544 $701K
Rise Advisors, LLC 0.31% Reduce -7.6% 4,529 $699K
Aristides Capital LLC 0.26% No change 4,480 $691K
Cordgrass Capital Advisors, LLC 0.20% New 4,480 $691K
Spirepoint Private Client, LLC 0.09% Reduce -1.5% 4,462 $688K
Hurlow Wealth Management Group, Inc. 0.21% No change 4,459 $688K
Spinnaker Trust 0.04% No change 4,456 $687K
West Paces Advisors Inc. 0.16% Add +10.1% 4,413 $681K
Trustmark Bank Trust Department 0.05% Reduce -1.4% 4,390 $677K
First PREMIER Bank 0.17% Reduce -1.1% 4,373 $675K
Montag A & Associates Inc. 0.03% No change 4,375 $675K
Brooklyn Investment Group 0.14% Add +44.6% 4,321 $667K
S-Bank Fund Management Ltd 0.13% — 4,302 $664K
Schechter Investment Advisors, LLC 0.05% Reduce -5.8% 4,302 $664K
Kanawha Capital Management LLC 0.05% No change 4,301 $664K
Jmac Enterprises LLC 0.16% No change 4,300 $663K
Raleigh Capital Management Inc. 0.30% Reduce -23.3% 4,296 $663K
Pinnacle Bancorp, Inc. 0.22% Reduce -2.3% 4,283 $661K
MWA Asset Management 0.46% Add +6.5% 4,269 $659K
Novem Group 0.09% Add +8.4% 4,259 $657K
Virtu Financial LLC 0.04% New 4,259 $657K
Bison Wealth, LLC 0.06% Reduce -2.4% 4,244 $655K
Heritage Trust Co 0.08% Reduce -36.8% 4,242 $654K
Nottingham Advisors, Inc. 0.10% Reduce -2.9% 4,237 $654K
Court Place Advisors, LLC 0.21% No change 4,195 $647K
Mission Wealth Management, LP 0.02% Add +4.1% 4,166 $643K
Clean Yield Group 0.21% Add +2.7% 4,160 $642K
EverSource Wealth Advisors, LLC 0.04% Add +61.8% 4,154 $641K
Richards, Merrill & Peterson, Inc. 0.33% Reduce -1.8% 4,146 $640K
Premier Path Wealth Partners, LLC 0.10% Add +14.3% 4,144 $639K
Relyea Zuckerberg Hanson LLC 0.09% Add +0.8% 4,140 $639K
Avantax Planning Partners, Inc. 0.02% Add +27.9% 4,135 $638K
Wimmer Associates 1, LLC 0.34% Reduce -12.5% 4,214 $637K
Bradyco, Inc. 0.48% Reduce -15.4% 4,110 $634K
Axq Capital, LP 0.25% Reduce -54.7% 4,109 $634K
Proficio Capital Partners LLC 0.05% Add +1.0% 4,099 $632K
GTS Securities LLC 0.03% Add +176.2% 4,076 $629K
Raiffeisen Bank International AG 0.01% Reduce -53.8% 4,162 $629K
Pitti Group Wealth Management, LLC 0.64% Add +0.1% 4,072 $628K
Bridges Investment Management Inc. 0.01% No change 4,066 $627K
Ontario Teachers Pension Plan Board 0.01% Reduce -51.9% 4,055 $626K
TFG Advisers LLC 0.23% Reduce -2.7% 4,046 $624K
Mendel Money Management 0.30% Add +0.8% 4,044 $624K
JBR Co Financial Management Inc 0.36% No change 4,024 $621K
KRS Capital Management, LLC 0.49% Reduce -2.0% 4,019 $620K
Advisors Capital Management, LLC 0.01% Reduce -1.0% 4,009 $619K
Beck Mack & Oliver LLC 0.01% No change 4,000 $617K
Clearbridge Investments, LLC 0.00% No change 4,000 $617K
Brown Miller Wealth Management, LLC 0.21% New 3,999 $617K
EDENTREE ASSET MANAGEMENT Ltd 0.21% No change 4,000 $617K
Faithward Advisors, LLC 0.11% Add +2.4% 3,942 $608K
Financial Management Professionals, Inc. 0.08% Add +3.1% 3,934 $607K
Heritage Financial Services, LLC 0.06% New 3,932 $607K
Flagship Harbor Advisors, LLC 0.03% Add +1.3% 3,910 $603K
Physicians Financial Services, Inc. 0.19% Reduce -3.7% 3,902 $602K
Saratoga Research & Investment Management 0.03% No change 3,882 $599K
Bouchey Financial Group, Ltd. 0.05% Add +3.4% 3,866 $596K
Old National Bancorp 0.02% Reduce -9.0% 3,860 $596K
NorthRock Partners, LLC 0.02% Add +5.5% 3,851 $594K
Spirit of America Management Corp. 0.12% No change 3,850 $594K
Jeppson Wealth Management, LLC 0.22% Reduce -0.9% 3,834 $592K
Atlas Legacy Advisors, LLC 0.15% Reduce -19.9% 3,833 $591K
Tocqueville Asset Management L.P. 0.01% No change 3,828 $591K
Chase Investment Counsel Corp. 0.22% Reduce -0.7% 3,812 $588K
Sunpointe, LLC 0.31% Reduce -4.8% 3,802 $587K
Secure Asset Management, LLC 0.12% Reduce -3.2% 3,798 $586K
Clark Capital Management Group, Inc. 0.00% Add +3.4% 3,798 $586K
Praxis Investment Management Inc. 0.04% Add +13.8% 3,794 $585K
Eastern Bank 0.01% Reduce -8.8% 3,774 $582K
Terra Nova Asset Management LLC 0.46% Add +4.2% 3,770 $582K
Fullerton Fund Management Co Ltd. 0.04% New 3,769 $581K
Wedmont Private Capital 0.03% Add +25.1% 3,959 $581K
Sherbrooke Park Advisers LLC 0.27% New 3,750 $579K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -1.1% 3,725 $575K
Valeo Financial Advisors, LLC 0.02% Reduce -5.2% 3,724 $575K
Roehl & Yi Investment Advisors, LLC 0.31% Add +0.2% 3,719 $574K
Wharton Business Group, LLC 0.03% No change 3,715 $573K
Baron Wealth Management LLC 0.25% Add +2.1% 3,713 $573K
Clifford Group, LLC 0.53% Reduce -20.6% 3,684 $568K
Essex Bank 0.14% No change 3,664 $565K
Roman Butler Fullerton & Co. 0.22% Add +0.1% 3,810 $563K
Legacy Capital Wealth Partners, LLC 0.14% Add +0.2% 3,633 $560K
Wynn Capital, LLC 0.33% No change 3,600 $555K
Haverford Trust Co 0.01% No change 3,597 $555K
Level Four Advisory Services, LLC 0.02% Reduce -0.3% 3,584 $553K
Smith Group Asset Management, LLC 0.04% New 3,566 $550K
Phoenix Wealth Advisors 0.24% Add +4.9% 3,563 $550K
Aufman Associates Inc 0.38% No change 3,550 $548K
Pallas Capital Advisors LLC 0.02% Add +4.1% 3,541 $546K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.1% 3,540 $546K
Napa Wealth Management 0.31% New 3,538 $546K
Colonial Trust Co / SC 0.08% Reduce -8.7% 3,529 $544K
Virtue Capital Management, LLC 0.06% New 3,504 $541K
RMR Capital Management, LLC 0.39% No change 3,506 $541K
Signal Advisors Wealth, LLC 0.05% Add +1.0% 3,506 $541K
Andina Capital Management, LLC 0.39% New 3,505 $541K
Ifrah Financial Services, Inc. 0.16% Reduce -3.5% 3,504 $541K
Okabena Investment Services Inc. 0.14% New 3,500 $540K
STAR Financial Bank 0.39% Reduce -5.4% 3,474 $536K
Beacon Bank & Trust 0.13% Add +10.3% 3,471 $536K
Eventide Asset Management, LLC 0.01% New 3,540 $535K
Private Wealth Asset Management, LLC 0.08% — 3,461 $534K
Washington Trust Bank 0.05% Reduce -12.7% 3,437 $530K
Arlington Trust Co LLC 0.11% Reduce -19.6% 3,431 $529K
First Financial Bank - Trust Division 0.05% Reduce -1.2% 3,411 $526K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,409 $526K
Riverview Trust Co 0.52% Reduce -0.2% 3,408 $526K
First National Corp. /Ma/ 0.12% Reduce -5.9% 3,406 $525K
Professional Advisory Services Inc. 0.07% No change 3,400 $525K
Neo Ivy Capital Management 0.17% New 3,402 $525K
Cyndeo Wealth Partners, LLC 0.03% Add +9.8% 3,380 $521K
Finward Bancorp 0.45% No change 3,379 $521K
Smith Chas P & Associates Pa Cpas 0.03% No change 3,377 $521K
DMKC Advisory Services, LLC 0.47% No change 3,371 $520K
Nwam LLC 0.04% Reduce -5.8% 3,367 $519K
Arete Wealth Advisors, LLC 0.04% Add +47.1% 3,328 $513K
Dohj, LLC 0.12% Add +0.3% 3,320 $512K
Rossmore Private Capital 0.06% Reduce -3.9% 3,293 $508K
CWS Financial Advisors, LLC 0.16% No change 3,274 $505K
Cigna Investments Inc. 0.09% Reduce -1.0% 3,265 $504K
Griffith & Werner, Inc. 0.31% No change 3,252 $502K
Syon Capital LLC 0.04% Add +30.4% 3,236 $499K
Key Financial Inc 0.11% No change 3,221 $497K
Ashton Thomas Securities, LLC 0.14% Add +1.3% 3,221 $497K
Fisher Asset Management 0.00% Reduce -11.5% 3,214 $496K
Wealth Alliance Advisory Group, LLC 0.10% Reduce -0.1% 3,208 $495K
44 Wealth Management LLC 0.19% Reduce -2.1% 3,204 $494K
Tyche Wealth Partners LLC 0.11% Reduce -29.7% 3,194 $493K
Palumbo Wealth Management LLC 0.16% Add +2.4% 3,192 $492K
Good Life Advisors, LLC 0.03% Add +0.7% 3,190 $492K
Aprio Wealth Management, LLC 0.06% Add +16.8% 3,176 $490K
Ti-Trust, Inc. 0.32% No change 3,170 $489K
Mechanics Financial Corp 0.22% No change 3,170 $489K
CX Institutional 0.02% Add +11.5% 3,172 $489K
SRH Advisors, LLC 0.15% No change 3,168 $489K
Emerald Advisors, LLC 0.06% Add +4.9% 3,164 $488K
Schmidt P J Investment Management Inc. 0.09% No change 3,163 $488K
Patten & Patten Inc. 0.03% No change 3,146 $485K
IFG Advisory, LLC 0.03% Add +44.8% 3,144 $485K
Sendero Wealth Management, LLC 0.07% No change 3,142 $485K
Romano Brothers and Company 0.06% Add +0.5% 3,139 $484K
Master's Wealth Management Inc. 0.25% Add +0.6% 3,137 $484K
Challenger Wealth Management 0.38% Add +0.4% 3,128 $483K
SCS Capital Management LLC 0.01% New 3,121 $481K
Fourpath Capital Management, LLC 0.08% Reduce -20.4% 3,120 $481K
McKinley Carter Wealth Services, Inc. 0.03% Add +5.5% 3,118 $481K
Meyer Handelman Co. 0.02% No change 3,100 $478K
Biltmore Family Office, LLC 0.08% No change 3,098 $478K
Harbour Trust & Investment Management Co 0.06% Reduce -13.5% 3,097 $478K
Pure Financial Advisors, LLC 0.01% Add +1.9% 3,091 $477K
Delta Investment Management, LLC 0.10% Add +0.0% 3,056 $471K
AA Financial Advisors, LLC 0.11% Add +61.0% 3,045 $470K
Krane Funds Advisors LLC 0.01% Reduce -11.1% 3,037 $469K
UNIVEST FINANCIAL Corp 0.03% Reduce -1.4% 3,036 $468K
Confluence Wealth Services, Inc. 0.03% Reduce -63.5% 3,267 $468K
QTR Family Wealth, LLC 0.35% — 3,030 $467K
Summit Wealth Partners, LLC 0.09% Add +2.4% 3,027 $467K
Advisory Alpha, LLC 0.02% Add +55.3% 3,023 $466K
Forum Financial Management, LP 0.01% No change 3,022 $466K
International Assets Investment Management, LLC 0.04% Reduce -16.5% 3,007 $464K
Citizens Financial Group Inc. 0.01% Reduce -3.7% 3,005 $464K
Stratos Investment Management, LLC 0.02% Add +56.0% 3,002 $463K
TrinityBridge Ltd 0.01% No change 3,000 $463K
Board of the Pension Protection Fund 0.53% Reduce -6.3% 3,000 $463K
Chesapeake Asset Management LLC 0.44% Add +37.6% 2,997 $462K
Holderness Investments Co. 0.11% No change 2,981 $460K
Associated Banc-Corp 0.01% Add +3.8% 2,978 $459K
Cascades Capital Asset Management, LLC 0.25% Add +0.6% 2,975 $459K
M. Kraus & Co 0.14% No change 2,974 $459K
Allegheny Financial Group 0.12% Add +0.0% 2,966 $458K
Aureus Asset Management, LLC 0.03% Add +0.9% 2,964 $457K
Beacon Financial Strategies CORP 0.31% No change 2,958 $456K
Carderock Capital Management Inc. 0.12% No change 2,950 $455K
Penobscot Investment Management Company, Inc. 0.04% No change 2,930 $452K
MTM Investment Management, LLC 0.17% Add +1.9% 2,923 $452K
RW Investment Management LLC 0.06% No change 2,924 $451K
CENTRAL TRUST Co 0.01% Reduce -8.4% 2,919 $450K
Credit Industriel Et Commercial 0.10% New 2,911 $449K
FourThought Financial Partners, LLC 0.05% Reduce -20.6% 2,909 $449K
Catalyst Financial Partners LLC 0.08% Add +0.9% 2,908 $449K
Sigma Investment Counselors Inc. 0.03% Reduce -5.4% 2,894 $446K
Forbes J M & Co. LLP 0.04% No change 2,884 $445K
Ferguson Wellman Capital Management, Inc. 0.01% New 2,871 $443K
Berkshire Asset Management LLC 0.02% Reduce -11.1% 2,918 $442K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -3.8% 2,862 $442K
Cannell & Spears LLC 0.01% New 2,851 $440K
Flaharty Asset Management, LLC 0.06% Reduce -6.6% 2,850 $440K
Cornerstone Wealth Management, LLC 0.03% Reduce -1.4% 2,847 $439K
Northcape Wealth Management, LLC 0.14% Reduce -5.0% 2,842 $439K
Savvy Advisors, Inc. 0.04% Reduce -3.5% 2,841 $438K
Mountain Pacific Investment Advisers LLC 0.03% No change 2,826 $436K
SevenBridge Financial Group, LLC 0.09% Reduce -4.5% 2,873 $436K
Arrow Financial Corp 0.05% No change 2,818 $435K
Fiduciary Wealth Partners, LLC 0.38% — 2,814 $434K
First Heartland Consultants, Inc. 0.04% Reduce -1.1% 2,813 $434K
Geneos Wealth Management Inc. 0.01% Add +3.4% 2,813 $434K
Heritage Wealth Advisors 0.02% No change 2,810 $434K
Optimist Retirement Group LLC 0.22% No change 2,809 $433K
Successful Portfolios LLC 0.29% Add +0.0% 2,793 $431K
Strategy Asset Managers LLC 0.09% Reduce -7.8% 2,792 $431K
Northwest Quadrant Wealth Management, LLC 0.10% Reduce -1.3% 2,790 $431K
Verity Asset Management, Inc. 0.17% Add +70.6% 2,786 $430K
D'Orazio & Associates, Inc. 0.07% Add +4.5% 2,773 $428K
South Plains Financial, Inc. 0.33% No change 2,765 $427K
D.B. Root & Company, LLC 0.14% Reduce -0.9% 2,755 $425K
Trueblood Wealth Management, LLC 0.20% Reduce -1.1% 2,753 $425K
Alpha Omega Wealth Management LLC 0.08% Reduce -1.8% 2,732 $421K
Sowell Financial Services LLC 0.02% New 2,730 $421K
ICW Investment Advisors LLC 0.17% Add +0.5% 2,704 $417K
Patton Albertson Miller Group, LLC 0.06% No change 2,702 $417K
Ascent Wealth Partners, LLC 0.06% No change 2,700 $417K
One Charles Private Wealth Services, LLC 0.13% No change 2,700 $416K
Douglas Lane & Associates, LLC 0.01% Add +1.2% 2,685 $414K
KCM Investment Advisors LLC 0.01% Reduce -8.5% 2,680 $413K
NorthLanding Financial Partners, LLC 0.40% Reduce -18.4% 2,665 $411K
Mattern Wealth Management LLC 0.09% Reduce -8.0% 2,656 $410K
Roberts Glore & Co. Inc. 0.12% No change 2,650 $409K
Trivium Point Advisory, LLC 0.05% Reduce -0.2% 2,647 $408K
Intrust Bank NA 0.04% Add +2.3% 2,638 $407K
Alpha Family Trust 0.24% Add +22.6% 2,635 $407K
T. Rowe Price Investment Management, Inc. 0.00% New 2,629 $406K
Mather Group, Llc. 0.00% Add +1.6% 2,631 $406K
Asahi Life Asset Management Co., LTD. 0.26% New 2,630 $406K
Autumn Glory Partners, LLC 0.20% No change 2,630 $406K
Wood Tarver Financial Group, LLC 0.13% No change 2,619 $404K
Texas Bank & Trust Co 0.17% Reduce -0.1% 2,592 $400K
Murphy, Middleton, Hinkle & Parker, Inc. 0.22% No change 2,590 $400K
Westmount Partners, LLC 0.12% No change 2,589 $399K
Buckhead Capital Management LLC 0.13% Reduce -11.8% 2,586 $399K
Patrick M Sweeney & Associates, Inc. 0.30% Add +0.0% 2,564 $396K
Marshall Financial Group, LLC 0.09% Reduce -19.3% 2,548 $393K
Park Place Capital Corp 0.11% Reduce -13.1% 2,545 $393K
Belpointe Asset Management LLC 0.02% Reduce -1.2% 2,544 $393K
New Hampshire Trust 0.09% Reduce -11.2% 2,536 $391K
Perennial Investment Advisors, LLC 0.04% Add +12.2% 2,532 $391K
LGT Group Foundation 0.01% Add +2.9% 2,528 $390K
FAS Wealth Partners, Inc. 0.03% Add +0.8% 2,514 $388K
Smartleaf Asset Management LLC 0.04% Add +33.2% 2,556 $386K
Ingalls & Snyder LLC 0.01% No change 2,502 $386K
Richwood Investment Advisors, LLC 0.33% No change 2,497 $385K
Silvercrest Asset Management Group LLC 0.00% No change 2,497 $385K
Country Club Bank 0.03% No change 2,550 $385K
Optas, LLC 0.07% Add +2.5% 2,475 $382K
Cherry Creek Investment Advisors, Inc. 0.20% Reduce -0.4% 2,472 $381K
Fruth Investment Management 0.11% No change 2,451 $378K
Adero Partners, LLC 0.02% Add +2.2% 2,443 $377K
Seneca Financial Advisors LLC 0.18% Add +0.2% 2,439 $376K
Fielder Capital Group LLC 0.11% Add +0.4% 2,433 $375K
Fulcrum Capital LLC 0.08% No change 2,428 $375K
CPC Advisors, LLC 0.05% Reduce -8.7% 2,427 $374K
Aaron Wealth Advisors LLC 0.04% Add +24.2% 2,421 $374K
F/m Investments LLC 0.01% Add +10.8% 2,421 $374K
Advisor OS, LLC 0.04% Reduce -3.9% 2,419 $373K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -44.0% 2,408 $372K
Leigh Baldwin & Co., LLC 0.30% Reduce -35.6% 2,406 $371K
Insigneo Advisory Services, LLC 0.04% Add +7.0% 2,405 $371K
Beaumont Financial Advisors, LLC 0.03% Reduce -2.6% 2,401 $370K
Quantum Portfolio Management LLC 0.19% New 2,389 $369K
Pettee Investors, Inc. 0.22% No change 2,375 $366K
Martin Capital Partners, LLC 0.44% Add +1.4% 2,375 $366K
CRA Financial Services, LLC 0.06% No change 2,370 $366K
RB Capital Management, LLC 0.09% Reduce -11.2% 2,361 $364K
Lavaca Capital LLC 0.17% Add +0.6% 2,360 $364K
Security Financial Services, INC. 0.07% Reduce -0.8% 2,342 $361K
Harold Davidson & Associates Inc. 0.20% No change 2,340 $361K
Blue Trust, Inc. 0.00% Reduce -9.0% 2,338 $361K
SeaCrest Wealth Management, LLC 0.04% Reduce -7.6% 2,334 $360K
Global Assets Advisory, LLC 0.07% New 2,466 $360K
NorthCrest Asset Manangement, LLC 0.01% Add +5.4% 2,314 $357K
Bridgewater Advisors Inc. 0.03% New 2,434 $356K
Good Steward Wealth Advisors,LLC 0.32% — 2,302 $355K
Wambolt & Associates, LLC 0.12% Reduce -5.5% 2,296 $355K
Fiducient Advisors LLC 0.04% Reduce -3.5% 2,290 $353K
Navalign, LLC 0.10% No change 2,289 $353K
Verum Partners LLC 0.10% Reduce -0.2% 2,285 $353K
CHICAGO TRUST Co NA 0.07% Add +0.2% 2,285 $353K
Cadence Bank 0.03% Reduce -1.0% 2,279 $352K
Kagan Cocozza Asset Management 0.29% Reduce -0.8% 2,278 $351K
First Manhattan Co. Llc. 0.00% No change 2,277 $351K
MBB Public Markets I LLC 0.04% New 2,270 $350K
Mutual Advisors, LLC 0.01% Reduce -15.2% 2,442 $350K
Pine Haven Investment Counsel, Inc 0.29% Reduce -25.1% 2,265 $349K
Commonwealth Financial Services, LLC 0.07% Reduce -7.7% 2,259 $348K
St Germain D J Co. Inc. 0.02% Add +2.5% 2,253 $348K
Stockman Wealth Management, Inc. 0.05% No change 2,248 $347K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 2,247 $347K
Edgemoor Investment Advisors, Inc. 0.03% No change 2,238 $345K
Red Door Wealth Management, LLC 0.05% No change 2,237 $345K
Sunflower Bank, N.A. 0.10% Add +1.6% 2,230 $344K
Powell Investment Advisors, LLC 0.17% No change 2,228 $344K
Carmel Capital Partners, LLC 0.13% Add +1.9% 2,220 $343K
Weaver Capital Management LLC 0.09% Add +4.5% 2,217 $342K
Park Edge Advisors, LLC 0.09% No change 2,210 $341K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -0.8% 2,210 $341K
Searle & Co. 0.10% No change 2,200 $339K
Kingswood Wealth Advisors, LLC 0.03% Reduce -40.4% 2,196 $339K
Nixon Peabody Trust Co. 0.03% Add +4.9% 2,198 $339K
Moseley Investment Management Inc. 0.13% Add +0.3% 2,187 $337K
M3 Advisory Group, LLC 0.27% Reduce -0.9% 2,185 $337K
Ledyard National Bank 0.03% Add +0.2% 2,177 $336K
Independent Financial Group, LLC 0.01% Add +36.5% 2,176 $336K
Kidder Stephen W 0.10% No change 2,175 $336K
BSW Wealth Partners 0.05% Add +10.6% 2,163 $334K
Family Legacy, Inc. 0.11% No change 2,160 $333K
Berry Wealth Group, LP 0.26% Add +40.2% 2,157 $333K
Oarsman Capital, Inc. 0.06% Reduce -11.3% 2,145 $331K
Oakworth Capital, Inc. 0.02% No change 2,132 $329K
Strategic Family Wealth Counselors, L.L.C. 0.11% Reduce -0.1% 2,131 $329K
Optivise Advisory Services LLC 0.18% Reduce -6.1% 2,126 $328K
WBH Advisory Inc. 0.03% Reduce -0.1% 2,123 $328K
Birch Hill Investment Advisors LLC 0.02% Add +6.0% 2,120 $327K
American Capital Advisory, LLC 0.18% Add +0.1% 2,118 $327K
Portfolio Design Labs, LLC 0.07% Reduce -85.5% 2,117 $327K
Canandaigua National Trust Co of Florida 0.29% New 2,114 $326K
Apeiron RIA LLC 0.10% Reduce -7.1% 2,111 $326K
Silvant Capital Management LLC 0.01% No change 2,108 $325K
Sloy Dahl & Holst, LLC 0.06% No change 2,100 $324K
First Interstate Bank 0.02% No change 2,094 $323K
Diversified Trust Co. 0.01% Add +10.2% 2,091 $323K
FLC Capital Advisors 0.07% No change 2,089 $322K
Great Valley Advisor Group, Inc. 0.01% Reduce -5.2% 2,078 $321K
Community Bank, N.A. 0.04% No change 2,075 $320K
Transcend Capital Advisors, LLC 0.02% Add +8.9% 2,074 $320K
Founders Financial Alliance, LLC 0.08% Add +5.7% 2,070 $319K
Aberdeen Wealth Management LLC 0.22% Add +0.1% 2,058 $317K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.6% 2,056 $317K
Sterling Investment Counsel, LLC 0.11% Reduce -13.7% 2,050 $316K
GeoWealth Management, LLC 0.01% Reduce -50.4% 2,042 $315K
MRA Advisory Group 0.17% Add +11.5% 2,041 $315K
Aries Wealth Management 0.09% No change 2,039 $315K
Trust Point Inc. 0.03% Reduce -4.7% 2,037 $314K
ProVise Management Group, LLC 0.03% Reduce -11.6% 2,033 $314K
Brown Capital Management LLC 0.01% Reduce -21.2% 2,030 $313K
Pinnacle Wealth Management Group, Inc. 0.22% No change 2,007 $310K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -21.3% 2,005 $309K
First Merchants Corp. 0.01% New 2,003 $309K
Sequent Asset Management, LLC 0.17% No change 2,000 $309K
Long Road Investment Counsel, LLC 0.12% New 2,000 $309K
Shayne & Jacobs, LLC 0.08% No change 2,000 $309K
Northeast Financial Consultants Inc 0.01% No change 2,000 $309K
Provident Investment Management, Inc. 0.03% Reduce -12.2% 1,999 $308K
Fidelis Capital Partners, LLC 0.03% Add +1.1% 2,147 $307K
WNY Asset Management, LLC 0.04% Reduce -2.8% 1,987 $307K
Regent Peak Wealth Advisors LLC 0.07% Add +0.3% 1,965 $303K
Freedom Investment Management, Inc. 0.03% Reduce -6.0% 1,963 $303K
Wesbanco Bank Inc. 0.01% Reduce -12.4% 1,962 $303K
City State Bank 0.10% No change 1,962 $303K
Dodds Wealth, LLC 0.10% No change 1,962 $303K
Enclave Advisors LLC 0.05% No change 1,957 $302K
Bank Ozk 0.13% Reduce -15.7% 1,955 $302K
KPP Advisory Services LLC 0.06% Reduce -2.1% 1,955 $302K
Hunter Associates Investment Management LLC 0.05% Reduce -6.4% 1,954 $300K
Signature Estate & Investment Advisors LLC 0.01% Reduce -8.9% 1,939 $299K
Vaughan David Investments LLC 0.01% No change 1,940 $299K
Covestor Ltd 0.20% Reduce -0.5% 1,932 $298K
Rockline Wealth Management, LLC 0.08% No change 1,929 $298K
Nikulski Financial, Inc. 0.09% Reduce -0.7% 1,922 $296K
apricus wealth, LLC 0.18% New 1,918 $296K
PUREfi Wealth, LLC 0.30% New 1,917 $296K
Legacy Advisors, LLC 0.03% Add +14.3% 1,915 $295K
Monument Capital Management 0.09% Add +11.7% 1,914 $295K
Aspen Investment Management Inc 0.14% Add +2.6% 1,909 $295K
Becker Capital Management Inc. 0.01% No change 1,911 $295K
Wilkins Investment Counsel Inc. 0.04% No change 1,911 $295K
Blackston Financial Advisory Group, LLC 0.20% Reduce -10.5% 1,904 $294K
Sava Infond d.o.o. 0.06% No change 1,900 $293K
Brass Tax Wealth Management, Inc. 0.06% Reduce -0.4% 1,897 $293K
Oak Thistle LLC 0.06% New 1,894 $292K
Capital Advisors Wealth Management, LLC 0.05% Add +0.4% 1,893 $292K
Schwartz Investment Counsel Inc. 0.01% No change 1,879 $290K
Magnus Financial Group LLC 0.03% Add +0.5% 1,877 $290K
Westpac Banking Corp. 0.02% Reduce -12.9% 1,874 $289K
Cahaba Wealth Management, Inc. 0.02% No change 1,871 $289K
ARS Wealth Advisors Group, LLC 0.04% Add +0.2% 1,869 $288K
Tritonpoint Wealth, LLC 0.03% Add +15.4% 1,863 $287K
Spire Wealth Management 0.01% Add +1.7% 1,859 $287K
TRUE Private Wealth Advisors 0.03% Add +1.9% 1,853 $286K
Oak Hill Wealth Advisors, LLC 0.07% No change 1,840 $284K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -24.7% 1,830 $282K
Syntax Research, Inc. 0.19% No change 1,826 $282K
Pinion Investment Advisors, LLC 0.06% Reduce -0.3% 1,823 $281K
Centennial Bank 0.13% Reduce -4.6% 1,813 $280K
Perpetual Ltd 0.00% No change 1,800 $278K
Greykasell Wealth Strategies, Inc. 0.15% No change 1,790 $276K
Opus Capital Group, LLC 0.04% Add +5.9% 1,792 $276K
SP Asset Management LLC 0.02% Add +0.6% 1,772 $273K
Cullen/Frost Bankers, Inc. 0.00% Add +6.9% 1,771 $273K
S&co Inc. 0.02% No change 1,775 $273K
Ethos Financial Group, LLC 0.03% No change 1,945 $273K
Cornerstone Wealth Group, LLC 0.02% Add +6.1% 1,767 $273K
Cranbrook Wealth Management, LLC 0.06% Reduce -4.9% 1,759 $271K
Virtus Advisers, LLC 0.18% New 1,750 $270K
Mitchell Sinkler & Starr 0.08% No change 1,750 $270K
LMCG Investments, LLC 0.02% No change 1,750 $270K
PDS Planning, Inc 0.02% Add +14.1% 1,745 $269K
ICONIQ Capital, LLC 0.00% Add +10.9% 1,743 $269K
Foundations Investment Advisors, LLC 0.01% New 1,742 $269K
VestGen Advisors, LLC 0.01% — 1,740 $268K
Measured Risk Portfolios, Inc. 0.29% Reduce -0.4% 1,738 $268K
Trust Co. of Toledo NA 0.04% Reduce -2.3% 1,735 $268K
Moloney Securities Asset Management, LLC 0.04% Reduce -11.0% 1,731 $267K
Alta Advisers Ltd 0.11% New 1,730 $267K
Ameritas Advisory Services, LLC 0.01% Add +0.9% 1,724 $264K
Holos Integrated Wealth LLC 0.17% No change 1,707 $263K
Creekmur Asset Management LLC 0.06% New 1,704 $263K
EHP Funds Inc. 0.29% New 1,700 $262K
Smithbridge Asset Management Inc. 0.05% — 1,700 $262K
Great Lakes Advisors, LLC 0.00% Reduce -93.5% 1,691 $261K
Souders Financial Advisors 0.04% New 1,678 $259K
Measured Wealth Private Client Group, LLC 0.08% No change 1,674 $258K
Trek Financial, LLC 0.02% Reduce -6.8% 1,673 $258K
Zhang Financial LLC 0.01% Reduce -2.5% 1,666 $257K
King Wealth Management Group 0.04% Add +4.7% 1,669 $257K
Kelly Financial Services LLC 0.09% New 1,661 $256K
Bar Harbor Wealth Management 0.02% Reduce -4.0% 1,655 $255K
ESL Trust Services, LLC 0.06% No change 1,650 $255K
Murphy & Mullick Capital Management Corp 0.25% No change 1,648 $254K
Quantbot Technologies LP 0.01% New 1,646 $254K
Gallacher Capital Management LLC 0.12% Reduce -69.7% 1,639 $253K
International Private Wealth Advisors LLC 0.24% Reduce -18.6% 1,638 $253K
Tradition Wealth Management, LLC 0.02% Add +1.2% 1,634 $252K
GoalVest Advisory LLC 0.07% Add +17.6% 1,633 $252K
TCFG Wealth Management, LLC 0.13% Reduce -0.7% 1,632 $252K
Cidel Asset Management Inc. 0.02% No change 1,632 $252K
Goelzer Investment Management, Inc. 0.01% No change 1,630 $251K
Bank of New Hampshire 0.07% No change 1,630 $251K
Mayflower Financial Advisors, LLC 0.04% Add +1.1% 1,626 $251K
Kovack Advisors, Inc. 0.03% Add +3.2% 1,625 $251K
Qtron Investments LLC 0.04% New 1,625 $251K
Allred Capital Management, LLC 0.10% Reduce -1.8% 1,624 $251K
Wright Investors Service Inc. 0.08% Reduce -9.0% 1,622 $250K
Quotient Wealth Partners, LLC 0.01% New 1,621 $250K
Avestar Capital, LLC 0.02% Reduce -10.1% 1,621 $250K
Chaney Capital Management, Inc. 0.11% No change 1,610 $248K
Hardman Johnston Global Advisors LLC 0.01% No change 1,600 $247K
Woodstock Corp. 0.02% Reduce -51.0% 1,593 $246K
First Affirmative Financial Network 0.15% Reduce -16.6% 1,592 $246K
Madrona Financial Services, LLC 0.07% Add +2.8% 1,591 $245K
Q3 Asset Management 0.17% New 1,583 $244K
Cornerstone Capital, Inc. 0.03% No change 1,575 $243K
Los Angeles Capital Management LLC 0.00% Reduce -3.0% 1,574 $243K
Live Oak Private Wealth LLC 0.04% No change 1,566 $242K
Foster Group, Inc. 0.01% New 1,565 $241K
Johnson & White Wealth Management, LLC 0.14% No change 1,559 $241K
Wayfinding Financial, LLC 0.11% Add +2.9% 1,568 $241K
BlackDiamond Wealth Management, LLC 0.16% Reduce -20.3% 1,585 $240K
Bluespring Wealth Management, LLC 0.02% Add +1.1% 1,556 $240K
Leo Wealth, LLC 0.03% Reduce -2.3% 1,551 $239K
Veery Capital, LLC 0.09% No change 1,543 $238K
one8zero8, LLC 0.06% No change 1,540 $238K
Cullinan Associates Inc. 0.02% Reduce -6.1% 1,536 $237K
Franklin Street Advisors Inc. 0.02% Add +2.3% 1,533 $237K
CVA Family Office, LLC 0.04% Reduce -3.5% 1,525 $235K
Exchange Bank 0.19% No change 1,523 $235K
First County Bank 0.13% Reduce -3.9% 1,519 $234K
Cape Ann Savings Bank 0.15% Add +3.4% 1,507 $233K
Sandy Spring Bank 0.01% Reduce -3.9% 1,504 $232K
Larson Financial Group LLC 0.01% Add +109.2% 1,500 $231K
Hummer Financial Advisory Services Inc 0.19% No change 1,500 $231K
Glen Eagle Advisors, LLC 0.04% Reduce -8.4% 1,500 $231K
Capital Investment Services of America, Inc. 0.02% No change 1,500 $231K
Wealth Group, Ltd. 0.15% Reduce -18.1% 1,500 $231K
Philadelphia Trust Co. 0.02% No change 1,500 $231K
Members Capital Advisors Inc. 0.27% No change 1,497 $231K
Childress Capital Advisors, LLC 0.07% No change 1,490 $230K
Crestwood Advisors Group, LLC 0.00% New 1,485 $229K
Connecticut Wealth Management, LLC 0.01% New 1,484 $229K
TFC Financial Management, Inc. 0.04% No change 1,483 $229K
Strategic Blueprint, LLC 0.01% New 1,481 $229K
Intrua Financial, LLC 0.04% Reduce -9.5% 1,481 $228K
M. Kulyk & Associates, LLC 0.05% Reduce -3.6% 1,479 $228K
Hoxton Planning & Management, LLC 0.09% Add +1.0% 1,476 $228K
North Star Asset Management Inc. 0.01% No change 1,475 $228K
Vertex Planning Partners, LLC 0.05% Reduce -1.9% 1,473 $227K
Valley National Advisers Inc. 0.04% Reduce -9.9% 1,476 $227K
Sheaff Brock Investment Advisors, LLC 0.02% Add +1.2% 1,470 $227K
Washington Trust Advisors, Inc. 0.02% No change 1,470 $227K
Vista Finance, LLC 0.20% No change 1,466 $226K
Cary Street Partners Investment Advisory LLC 0.13% Add +10.7% 1,459 $225K
Smithfield Trust Co 0.01% No change 1,450 $225K
Axiom Financial Strategies, LLC 0.13% Reduce -0.6% 1,458 $225K
Formidable Asset Management, LLC 0.04% New 1,456 $225K
Catalina Capital Group, LLC 0.15% Reduce -38.5% 1,455 $224K
Bender Robert & Associates 0.06% No change 1,455 $224K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.8% 1,450 $224K
Phillips Wealth Planners LLC 0.24% Reduce -22.7% 1,523 $224K
Zacks Investment Management 0.00% New 1,445 $223K
MQS Management LLC 0.13% New 1,440 $222K
Vest Financial, LLC 0.00% New 1,427 $220K
Midland Wealth Advisors, LLC 0.01% Reduce -25.7% 1,425 $220K
United Community Bank 0.08% Reduce -91.2% 1,423 $220K
Duncker Streett & Co. Inc. 0.04% Reduce -0.5% 1,423 $220K
Charter Oak Capital Management, LLC 0.02% New 1,420 $219K
Code Waechter LLC 0.18% New 1,422 $219K
Creative Financial Designs Inc. 0.02% Add +2.0% 1,416 $218K
Capital Advisors, Ltd. LLC 0.03% Reduce -0.6% 1,414 $218K
Two Sigma Securities, LLC 0.03% New 1,407 $217K
Rosenberg Matthew Hamilton 0.05% Add +13.9% 1,406 $217K
Joule Financial, LLC 0.08% New 1,401 $216K
Wedgewood Investors Inc. 0.26% Reduce -6.9% 1,400 $216K
AMG National Trust Bank 0.01% New 1,388 $214K
Vigilare Wealth Management 0.09% New 1,382 $213K
Berger Financial Group, Inc 0.01% New 1,377 $212K
Quantum Financial Advisors, LLC 0.03% Reduce -8.0% 1,377 $212K
Permanent Capital Management, LP 0.06% New 1,376 $212K
Longboard Asset Management, LP 0.62% New 1,375 $212K
AdvisorNet Financial, Inc 0.02% Reduce -1.0% 1,375 $212K
L2 Asset Management, LLC 0.04% New 1,374 $212K
Colonial River Investments, LLC 0.12% Reduce -4.5% 1,372 $212K
Indiana Trust & Investment Management Co 0.08% Reduce -13.0% 1,366 $211K
Huntleigh Advisors, Inc. 0.04% New 1,362 $210K
Zullo Investment Group, Inc. 0.09% Reduce -4.8% 1,360 $210K
Brady Family Wealth, LLC 0.07% Reduce -27.4% 1,360 $210K
NBW Capital LLC 0.05% New 1,360 $210K
StoneX Group Inc. 0.01% Reduce -28.5% 1,359 $210K
Center For Asset Management LLC 0.13% New 1,357 $209K
Ewa, LLC 0.08% New 1,347 $208K
Sargent Investment Group, LLC 0.03% New 1,345 $208K
Morton Community Bank 0.05% New 1,340 $207K
Bank of Nova Scotia Trust Co. 0.02% New 1,340 $207K
Marcum Wealth, LLC 0.02% New 1,334 $206K
Axis Wealth Partners, LLC 0.15% Reduce -9.9% 1,323 $204K
Waterloo Capital, L.P. 0.02% New 1,321 $204K
Evergreen Private Wealth LLC 0.10% Reduce -0.1% 1,320 $204K
Bristlecone Advisors, LLC 0.02% New 1,317 $203K
Fort Point Capital Partners LLC 0.02% New 1,312 $202K
Garrett Wealth Advisory Group, LLC 0.05% New 1,306 $201K
Tiemann Investment Advisors, LLC 0.09% New 1,305 $201K
Accelerate Investment Advisors LLC 0.17% New 1,303 $201K
O'Brien Wealth Partners LLC 0.04% No change 1,277 $197K
Old Second National Bank of Aurora 0.05% Reduce -3.9% 1,266 $195K
Blume Capital Management, Inc. 0.04% No change 1,265 $195K
Goodman Advisory Group, LLC 0.06% New 1,240 $191K
Union Savings Bank 0.09% No change 1,201 $185K
Louisbourg Investments Inc. 0.05% No change 1,200 $185K
Loomis Sayles & Co. L P 0.00% Add +21.4% 1,174 $181K
Putney Financial Group LLC 0.19% No change 1,170 $181K
Versant Capital Management, Inc 0.03% New 1,162 $179K
Deseret Mutual Benefit Administrators 0.09% Add +7.6% 1,148 $177K
Salem Investment Counselors Inc. 0.01% No change 1,121 $173K
Barrett & Company, Inc. 0.07% No change 1,120 $173K
Caitong International Asset Management Co., Ltd 0.13% Add +11020.0% 1,112 $172K
Addison Advisors LLC 0.05% Add +1.7% 1,075 $166K
MCF Advisors LLC 0.01% Reduce -3.6% 1,074 $166K
Continuum Advisory, LLC 0.02% Add +76.7% 1,067 $165K
Parkside Financial Bank & Trust 0.02% Add +40.0% 1,056 $163K
Rialto Wealth Management, LLC 0.05% Add +1.2% 1,047 $162K
Centricity Wealth Management, LLC 0.14% No change 1,014 $156K
Pingora Partners LLC 0.11% No change 1,000 $154K
Morton Brown Family Wealth, LLC 0.05% No change 985 $152K
Archer Investment Corp 0.04% Add +0.4% 982 $151K
Delta Asset Management LLC 0.01% No change 968 $149K
Sound Income Strategies, LLC 0.01% Add +9.7% 965 $149K
Hollencrest Capital Management 0.01% No change 964 $149K
LGT Financial Advisors LLC 0.45% Add +0.4% 952 $147K
Cromwell Holdings LLC 0.09% Add +1.5% 947 $146K
Sentry Investment Management LLC 0.10% Reduce -23.0% 1,017 $143K
Mascoma Wealth Management LLC 0.04% Add +0.1% 914 $141K
Logan Capital Management Inc. 0.01% No change 884 $136K
Operose Advisors LLC 0.04% No change 870 $134K
SOA Wealth Advisors, LLC. 0.03% Add +0.6% 855 $132K
Quent Capital, LLC 0.01% Reduce -9.3% 828 $128K
Catalyst Capital Advisors LLC 0.00% Add +25.6% 806 $124K
eCIO, Inc. 0.05% — 805 $124K
Cohen & Steers, Inc. 0.00% Add +11428.6% 807 $124K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 800 $123K
Boyd Watterson Asset Management LLC 0.04% Reduce -14.2% 780 $120K
Missouri Trust & Investment Co 0.04% Add +18.4% 754 $116K
Optimum Investment Advisors 0.05% No change 750 $116K
Arax Advisory Partners 0.01% Reduce -38.3% 733 $113K
Hazlett, Burt & Watson, Inc. 0.05% No change 715 $110K
Asset Dedication, LLC 0.01% Add +12.2% 711 $110K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 700 $108K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.1% 689 $106K
Vestor Capital, LLC 0.01% Reduce -0.4% 690 $106K
Parvin Asset Management, LLC 0.12% No change 670 $103K
Dagco, Inc. 0.03% New 644 $99K
Security National Bank 0.02% Reduce -5.2% 640 $99K
General Partner, Inc. 0.06% No change 618 $95K
Rothschild Investment LLC 0.01% Add +3.2% 618 $95K
SBI Securities Co., Ltd. 0.00% Add +17.8% 615 $95K
Canton Hathaway, LLC 0.02% Reduce -10.0% 586 $90K
Grove Bank & Trust 0.01% Add +36.6% 578 $89K
American National Bank & Trust 0.01% No change 568 $88K
North Capital, Inc. 0.08% — 551 $85K
Monetary Management Group Inc. 0.02% No change 550 $85K
TruNorth Capital Management, LLC 0.02% Add +40.0% 543 $84K
West Branch Capital LLC 0.03% No change 542 $84K
Field & Main Bank 0.03% Add +31.5% 539 $83K
Opal Wealth Advisors, LLC 0.03% New 529 $82K
Atticus Wealth Management, LLC 0.03% No change 520 $80K
Darwin Wealth Management, LLC 0.03% No change 567 $80K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -13.8% 504 $78K
Hopwood Financial Services, Inc. 0.06% Reduce -16.7% 500 $77K
Briaud Financial Planning Inc 0.03% No change 500 $77K
Paradigm Asset Management Co. LLC 0.02% No change 497 $77K
Crowley Wealth Management, Inc. 0.07% Add +0.2% 487 $75K
Salomon & Ludwin, LLC 0.01% No change 475 $73K
Ofi Invest Asset Management 0.00% Add +59.8% 508 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 466 $72K
Tradewinds Capital Management, LLC 0.02% Reduce -1.8% 450 $69K
Foster Dykema Cabot & Partners, LLC 0.01% No change 435 $67K
TCTC Holdings, LLC 0.00% No change 426 $66K
Cheviot Value Management, LLC 0.01% New 432 $65K
Beacon Capital Management, LLC 0.01% Reduce -5.3% 410 $63K
Hantz Financial Services, Inc. 0.00% New 408 $63K
Bruce G. Allen Investments, LLC 0.05% Add +2.8% 407 $63K
New England Capital Financial Advisors LLC 0.03% Add +0.5% 405 $63K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 400 $62K
Investors Research Corp 0.01% Add +59.4% 400 $62K
Golden State Wealth Management, LLC 0.01% Reduce -5.5% 396 $61K
DecisionPoint Financial, LLC 0.02% No change 394 $61K
Optiver Holding B.V. 0.00% New 390 $60K
Armstrong Advisory Group, Inc. 0.00% No change 424 $59K
Olde Wealth Management, LLC 0.02% New 388 $59K
Richardson Financial Services Inc. 0.04% No change 380 $59K
Sittner & Nelson, LLC 0.02% No change 378 $58K
Hexagon Capital Partners LLC 0.01% Reduce -18.2% 378 $58K
Front Row Advisors LLC 0.02% No change 376 $58K
First Community Trust NA 0.05% No change 371 $57K
Itau Unibanco Holding S.A. 0.00% Reduce -9.5% 370 $57K
Ogorek Anthony Joseph /NY/ 0.02% Add +26.4% 369 $56K
Castleark Management LLC 0.00% No change 360 $56K
Clearstead Trust, LLC 0.01% Add +0.8% 358 $55K
Toth Financial Advisory Corp. 0.01% No change 357 $55K
Whipplewood Advisors, LLC 0.03% Reduce -48.5% 151 $52K
ORG Partners LLC 0.01% Add +20.1% 329 $51K
Cedar Mountain Advisors, LLC 0.01% Add +0.6% 326 $50K
Peoples Financial Services Corp. 0.02% Reduce -2.1% 324 $50K
Hemington Wealth Management 0.01% Add +18.7% 318 $49K
Princeton Global Asset Management LLC 0.01% No change 315 $49K
Tidemark, LLC 0.02% No change 311 $48K
Campbell Capital Management Inc. 0.03% No change 300 $46K
Mark Sheptoff Financial Planning, LLC 0.03% No change 300 $46K
CNB Bank 0.02% No change 300 $46K
HWG Holdings LP 0.02% New 300 $46K
Bellevue Asset Management, LLC 0.03% No change 298 $46K
Fortis Group Advisors, LLC 0.01% No change 298 $46K
DHJJ Financial Advisors, Ltd. 0.02% No change 286 $44K
Bogart Wealth, LLC 0.00% Add +3.6% 286 $44K
Aventura Private Wealth, LLC 0.02% Add +0.3% 285 $44K
BankPlus Trust Department 0.01% No change 280 $43K
Evolution Advisers, Inc. 0.02% No change 275 $42K
JFS Wealth Advisors, LLC 0.00% No change 258 $40K
Valued Wealth Advisors LLC 0.02% Add +33.2% 257 $40K
Asset Planning,Inc 0.03% No change 255 $39K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $39K
Nova Wealth Management, Inc. 0.03% New 245 $38K
Prestige Wealth Management Group LLC 0.01% Reduce -0.4% 235 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.9% 234 $36K
Millstone Evans Group, LLC 0.02% No change 234 $36K
MV Capital Management, Inc. 0.00% Reduce -0.9% 227 $35K
Tsfg, LLC 0.01% Add +122.3% 229 $35K
Medallion Wealth Advisors, LLC 0.02% No change 225 $35K
Alpine Bank Wealth Management 0.01% — 223 $34K
Quarry LP 0.01% New 222 $34K
WealthTrak Capital Management LLC 0.03% Add +8.9% 221 $34K
Avion Wealth 0.01% No change 245 $34K
MorganRosel Wealth Management, LLC 0.01% New 220 $34K
Stuart Chaussee & Associates, Inc. 0.01% No change 220 $34K
Consultiva Wealth Management, Corp. 0.12% No change 219 $34K
Transce3nd, LLC 0.01% Reduce -31.9% 216 $33K
Clear Investment Research, LLC 0.04% No change 197 $30K
Fortitude Family Office, LLC 0.01% Reduce -21.2% 197 $30K
GPS Wealth Strategies Group, LLC 0.00% Add +1.1% 187 $29K
Cedar Wealth Management, LLC 0.01% No change 167 $26K
Westside Investment Management, Inc. 0.01% No change 165 $25K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $25K
West Oak Capital, LLC 0.01% No change 160 $25K
Stephens Consulting, LLC 0.01% Add +4.6% 159 $25K
Founders Capital Management 0.02% No change 157 $24K
Bell Investment Advisors, Inc 0.00% Add +4.1% 151 $23K
Truvestments Capital LLC 0.01% Add +420.7% 151 $23K
Ameriflex Group, Inc. 0.01% Add +98.7% 149 $23K
Pittenger & Anderson Inc. 0.00% No change 143 $22K
Towne Trust Company, N.A 0.01% No change 134 $21K
Tortoise Investment Management, LLC 0.00% No change 131 $20K
Redwood Park Advisors LLC 0.02% No change 130 $20K
Saudi Central Bank 0.10% New 128 $20K
Meeder Asset Management Inc. 0.00% Reduce -31.7% 127 $20K
Garde Capital, Inc. 0.00% New 127 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 126 $19K
Advantage Trust Co 0.01% Add +9.6% 126 $19K
First Pacific Financial 0.00% Add +210.0% 124 $19K
TOWER TRUST & INVESTMENT Co 0.01% — 126 $19K
Cape Investment Advisory, Inc. 0.01% No change 118 $18K
NewSquare Capital LLC 0.00% Add +963.6% 117 $18K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +372.0% 118 $18K
N.E.W. Advisory Services LLC 0.00% New 116 $18K
Piscataqua Savings Bank 0.02% No change 113 $17K
Kozak & Associates, Inc. 0.00% Add +60.0% 112 $17K
Activest Wealth Management 0.00% Add +3333.3% 103 $16K
Slocum, Gordon & Co LLP 0.01% No change 100 $15K
AllSquare Wealth Management LLC 0.01% No change 100 $15K
Abound Financial, LLC 0.01% New 100 $15K
Banque Transatlantique SA 0.00% No change 100 $15K
Park Square Financial Group, LLC 0.01% Add +81.5% 98 $15K
Sachetta, LLC 0.01% Reduce -2.0% 97 $15K
Roxbury Financial LLC 0.01% Add +1.0% 97 $15K
Global Financial Private Client, LLC 0.01% Add +25.7% 93 $14K
Hughes Financial Services, LLC 0.00% New 92 $14K
Cornerstone Planning Group LLC 0.00% Add +518.8% 99 $14K
Solstein Capital, LLC 0.01% No change 91 $14K
Atala Financial Inc 0.01% No change 88 $14K
Blue Bell Private Wealth Management, LLC 0.00% Add +14.3% 88 $14K
Red Tortoise LLC 0.01% No change 85 $13K
Painted Porch Advisors LLC 0.01% No change 82 $13K
Evermay Wealth Management LLC 0.00% No change 80 $12K
Lowe Wealth Advisors, LLC 0.01% No change 80 $12K
Dunhill Financial, LLC 0.01% Reduce -86.2% 78 $12K
PFG Private Wealth Management, LLC 0.01% New 77 $12K
Ancora Advisors LLC 0.00% No change 76 $12K
Carolinas Wealth Consulting LLC 0.00% Add +1.4% 73 $11K
DT Investment Partners, LLC 0.00% No change 73 $11K
Main Street Group, LTD 0.00% No change 71 $11K
CGC Financial Services, LLC 0.00% No change 70 $11K
Creative Capital Management Investments LLC 0.00% No change 70 $11K
1248 Management, LLC 0.00% New 69 $11K
Adirondack Trust Co. 0.00% Reduce -10.4% 69 $11K
First United Bank & Trust 0.00% New 69 $11K
Concord Wealth Partners 0.00% New 69 $11K
FSC Wealth Advisors, LLC 0.01% No change 66 $10K
Keener Financial Planning LLC 0.01% No change 69 $10K
Kiker Wealth Management, LLC 0.01% New 64 $10K
Halbert Hargrove Global Advisors, LLC 0.00% Add +26.0% 63 $10K
JCIC Asset Management Inc. 0.00% No change 60 $9K
Private Wealth Management Group, LLC 0.00% Add +43.9% 59 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -20.3% 55 $8K
CBIZ Investment Advisory Services, LLC 0.00% New 52 $8K
Fourth Dimension Wealth, LLC 0.00% No change 50 $8K
Headlands Technologies LLC 0.00% Reduce -99.7% 47 $7K
Bfsg, LLC 0.00% Reduce -55.0% 45 $7K
Compass Wealth Management LLC 0.00% New 44 $7K
Pineridge Advisors LLC 0.00% Add +2.3% 44 $7K
NFSG Corp 0.00% No change 43 $7K
Wealth Preservation Advisors, LLC 0.00% — 41 $6K
Iron Horse Wealth Management, LLC 0.00% Add +57.7% 41 $6K
Sierra Ocean, LLC 0.00% No change 40 $6K
Manchester Capital Management LLC 0.00% No change 40 $6K
MeadowBrook Investment Advisors LLC 0.01% No change 40 $6K
Raffa Wealth Management, LLC 0.00% No change 40 $6K
Copia Wealth Management 0.01% No change 39 $6K
HHM Wealth Advisors, LLC 0.00% No change 39 $6K
True Wealth Design, LLC 0.00% Add +100.0% 38 $6K
Citizens National Bank Trust Department 0.00% No change 38 $6K
JNBA Financial Advisors 0.00% No change 36 $6K
Noble Wealth Management PBC 0.00% No change 36 $6K
Northwest Capital Management Inc 0.00% No change 35 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 34 $5K
Abound Wealth Management 0.00% Reduce -37.7% 33 $5K
Global Trust Asset Management, LLC 0.00% No change 33 $5K
Tower View Wealth Management LLC 0.00% No change 32 $5K
FSA Wealth Management LLC 0.00% No change 31 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.5% 30 $5K
Capital A Wealth Management, LLC 0.00% Add +17.4% 27 $4K
Highline Wealth Partners LLC 0.00% Add +52.9% 26 $4K
Leonteq Securities AG 0.00% Reduce -82.2% 26 $4K
Colonial Trust Advisors 0.00% No change 25 $4K
Altshuler Shaham Ltd 0.00% Reduce -13.8% 25 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 24 $4K
Longfellow Investment Management Co. LLC 0.00% No change 23 $4K
Burkett Financial Services, LLC 0.00% No change 22 $3K
Lummis Asset Management, LP 0.00% No change 22 $3K
Semmax Financial Advisors Inc. 0.00% New 22 $3K
Legacy Wealth Managment, LLC 0.00% New 19 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
First Financial Corp. 0.00% No change 19 $3K
Synergy Investment Management, LLC 0.00% Reduce -75.6% 19 $3K
SJS Investment Consulting Inc. 0.00% No change 18 $3K
Clark Wealth Partners 0.00% No change 18 $3K
Rakuten Securities, Inc. 0.00% New 17 $3K
Global Wealth Strategies & Associates 0.00% No change 17 $3K
1620 Investment Advisors, Inc. 0.00% No change 16 $2K
Financial Network Wealth Advisors LLC 0.00% New 15 $2K
Minot DeBlois Advisors LLC 0.00% No change 14 $2K
Aspect Partners, LLC 0.00% No change 14 $2K
WealthCollab, LLC 0.00% No change 13 $2K
Horizon Financial Services, LLC 0.00% New 12 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 12 $2K
Wolff Wiese Magana LLC 0.00% No change 10 $2K
PSI Advisors, LLC 0.00% No change 10 $2K
Ruedi Wealth Management, Inc. 0.00% No change 10 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 10 $2K
Winnacle Wealth LLC 0.00% Add +42.9% 10 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 8 $1K
Bay Harbor Wealth Management, LLC 0.00% New 8 $1K
First Command Advisory Services, Inc. 0.00% New 8 $1K
Quest 10 Wealth Builders, Inc. 0.00% Add +75.0% 7 $1K
WPG Advisers, LLC 0.00% No change 7 $1K
State of Wyoming 0.00% Add +40.0% 7 $1K
Winthrop Capital Management, LLC 0.00% No change 8 $1K
Bare Financial Services, Inc 0.00% New 6 $926
Nvwm, LLC 0.00% Reduce -99.4% 6 $926
Parkworth Wealth Management, Inc. 0.00% No change 5 $771
Osterweis Capital Management Inc. 0.00% New 5 $771
HFM Investment Advisors, LLC 0.00% — 4 $618
Bear Mountain Capital, Inc. 0.00% New 4 $598
ROSS\JOHNSON & Associates LLC 0.01% New 3 $463
Binnacle Investments Inc 0.00% — 3 $463
Bellwether Advisors, LLC 0.00% Reduce -96.9% 3 $463
Parallax Volatility Advisers, L.P. 0.00% Add +200.0% 3 $463
High Note Wealth, LLC 0.00% No change 1 $154

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