PaychexPAYX

13F holders, Q2 2025 (June 30)
1,674holders −29
93new positions
118sold out
6famous investors
$144.98avg. 13F price*

At the end of Q2 2025, 1,674 institutions reported holding Paychex Inc. (PAYX) in their 13F filings, down 29 from Q1 2025. 93 opened new positions and 118 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($4.0B) and Capital International Investors ($3.3B). 6 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 Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions93$217.6M
Exits118$141.9M

All 13F filers, Q1 2025 → Q2 2025: 13,806,086 shares bought and 13,554,414 shares sold, net +251,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,674 holders

Vanguard Group Inc. 0.08% Add +1.3% 32,215,957 $4.7B
BlackRock, Inc. 0.08% Add +0.9% 27,369,482 $4.0B
Capital International Investors 0.57% Reduce -12.3% 22,514,178 $3.3B
State Street Corp. 0.08% Add +2.6% 14,066,067 $2.0B
Charles Schwab Investment Management Inc. 0.28% Add +2.3% 11,033,312 $1.6B
Geode Capital Management, LLC 0.10% Add +2.8% 10,183,871 $1.5B
Wells Fargo & Company 0.29% Reduce -3.9% 8,972,130 $1.3B
Bank of New York Mellon Corp 0.24% Reduce -4.2% 8,692,386 $1.3B
Bank of America Corp. 0.07% Reduce -1.2% 5,804,606 $844.3M
Northern Trust Corp. 0.10% Reduce -1.1% 4,932,209 $717.4M
Morgan Stanley 0.04% Reduce -21.1% 4,713,053 $685.6M
Invesco Ltd. 0.11% Add +6.0% 4,384,846 $637.8M
Select Equity Group, L.P. 2.51% Add +15.9% 4,051,413 $589.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +14.3% 3,803,862 $553.3M
UBS Group AG 0.09% Reduce -15.4% 2,834,658 $412.3M
Dimensional Fund Advisors LP 0.09% Reduce -0.4% 2,774,070 $403.5M
Goldman Sachs Group Inc. 0.06% Reduce -7.3% 2,635,119 $383.3M
Legal & General Group Plc 0.09% Add +1.2% 2,571,584 $374.1M
JPMorgan Chase & Co. 0.03% Add +29.2% 2,542,901 $369.9M
Ameriprise Financial Inc. 0.08% Add +0.8% 2,280,715 $330.9M
Norges Bank 0.04% Add +1857.4% 2,077,847 $302.2M
Envestnet Asset Management Inc. 0.08% Reduce -5.0% 1,949,213 $283.5M
Royal Bank of Canada 0.05% Add +29.8% 1,932,062 $281.0M
First Trust Advisors LP 0.22% Add +5.2% 1,859,478 $270.5M
Bahl & Gaynor LLC 1.33% Add +2.8% 1,804,182 $262.4M
FIL Ltd 0.21% Reduce -16.6% 1,684,139 $245.0M
Epoch Investment Partners, Inc. 1.23% Reduce -11.1% 1,635,964 $238.0M
TD Asset Management Inc 0.20% Reduce -15.6% 1,631,922 $237.4M
Guinness Asset Management LTD 4.24% Add +1.5% 1,630,507 $237.1M
London Co. of Virginia 1.27% Reduce -2.7% 1,546,258 $224.9M
Capital Research Global Investors 0.04% Add +0.0% 1,519,439 $221.0M
Capital World Investors 0.03% Reduce -3.9% 1,490,014 $216.7M
Amundi 0.07% Add +32.3% 1,363,266 $199.0M
Barclays PLC 0.08% Add +43.7% 1,344,429 $195.6M
Hamlin Capital Management, LLC 4.33% Add +1.1% 1,285,666 $187.0M
Neuberger Berman Group LLC 0.14% Add +3.9% 1,264,282 $183.9M
California Public Employees Retirement System 0.11% Reduce -14.9% 1,226,661 $178.4M
Schroder Investment Management Group 0.14% Reduce -31.4% 1,108,461 $161.2M
Deutsche Bank AG 0.06% Reduce -6.3% 1,088,074 $158.3M
Raymond James Financial Inc. 0.05% Reduce -12.3% 1,084,493 $157.8M
Marshall Wace, LLP 0.19% Add +179.5% 1,078,328 $156.9M
Confluence Investment Management LLC 2.15% Reduce -2.0% 1,044,626 $152.0M
Swiss National Bank 0.09% Add +7.4% 981,300 $142.7M
FMR LLC 0.01% Add +7.2% 898,889 $130.8M
Nuveen, LLC 0.04% Add +3.0% 896,208 $130.4M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +0.8% 892,527 $129.8M
McDonald Capital Investors Inc. 7.98% Reduce -2.8% 874,466 $127.2M
Healthcare of Ontario Pension Plan Trust Fund 0.25% Reduce -4.0% 858,665 $124.9M
Citigroup Inc. 0.09% Add +31.8% 846,257 $123.1M
Baird Financial Group, Inc. 0.21% Reduce -2.7% 834,655 $121.4M
Nordea Investment Management AB 0.11% Add +15.1% 846,180 $121.3M
Corient Private Wealth LP 0.16% Reduce -4.3% 823,580 $119.8M
Franklin Resources Inc. 0.03% Add +6.0% 822,873 $119.7M
HSBC Holdings PLC 0.07% Reduce -21.3% 799,890 $116.1M
Stifel Financial Corp. 0.11% Reduce -5.2% 794,374 $115.6M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 757,681 $110.2M
LPL Financial LLC 0.04% Reduce -11.4% 727,468 $105.8M
Rhumbline Advisers 0.09% Reduce -0.4% 714,660 $104.0M
PNC Financial Services Group, Inc. 0.07% Reduce -0.6% 707,764 $103.0M
CANADA LIFE ASSURANCE Co 0.16% Reduce -0.9% 692,888 $101.0M
Swiss Life Asset Management Ltd 0.58% Add +6.1% 658,380 $95.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +6.0% 645,580 $93.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% Add +39.4% 641,928 $93.4M
Troy Asset Management Ltd 2.46% No change 618,451 $90.0M
ProShare Advisors LLC 0.16% Add +5.3% 547,645 $79.7M
Miller Howard Investments Inc. 2.51% Add +0.2% 544,447 $79.2M
California State Teachers Retirement System 0.09% Reduce -1.0% 534,548 $77.8M
Mariner, LLC 0.10% Add +1.2% 494,663 $72.0M
Bank of Montreal 0.04% Reduce -14.6% 492,382 $71.6M
DekaBank Deutsche Girozentrale 0.13% Reduce -0.9% 494,586 $71.4M
National Pension Service 0.06% Add +0.8% 476,082 $69.3M
BNP Paribas Financial Markets 0.05% Reduce -47.8% 468,824 $68.2M
Alliancebernstein L.P. 0.02% Reduce -1.0% 464,635 $67.6M
Mirae Asset Global Investments Co., Ltd. 0.22% Add +10.3% 434,739 $63.2M
Donaldson Capital Management, LLC 2.29% Add +0.4% 429,657 $62.5M
Old Republic International Corp. 2.41% No change 423,100 $61.5M
Fenimore Asset Management Inc 1.23% Add +1.3% 422,697 $61.5M
Balyasny Asset Management L.P. 0.14% New 421,413 $61.3M
Nomura Asset Management Co. Ltd. 0.17% Reduce -29.4% 417,653 $60.8M
Mawer Investment Management Ltd. 0.30% Reduce -31.1% 407,696 $59.3M
Principal Financial Group Inc. 0.03% Reduce -5.4% 406,797 $59.2M
Welch Group, LLC 2.42% Add +0.0% 398,493 $58.0M
Wedge Capital Management L L P 1.03% Add +7.5% 396,897 $57.7M
National Bank of Canada 0.06% Add +6.5% 377,445 $54.9M
Grandfield & Dodd, LLC 3.20% Reduce -1.1% 375,588 $54.6M
Welch & Forbes LLC 0.68% Reduce -1.3% 373,828 $54.4M
Capital Group Private Client Services, Inc. 0.46% Reduce -0.9% 361,522 $52.6M
Cerity Partners LLC 0.09% Reduce -0.9% 353,702 $51.4M
&partners 0.39% Add +24.3% 348,245 $50.7M
MML Investors Services, LLC 0.14% Add +2.2% 340,809 $49.6M
BI Asset Management Fondsmaeglerselskab A/S 0.47% Reduce -19.5% 340,135 $47.9M
Fort Washington Investment Advisors Inc. 0.27% Reduce -4.6% 327,739 $47.7M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -11.9% 323,646 $47.1M
Willis Investment Counsel 2.73% Add +12.7% 321,073 $46.7M
Baillie Gifford & Co. 0.03% Add +77.2% 318,223 $46.3M
State Board of Administration of Florida Retirement System 0.08% Add +1.4% 314,729 $45.8M
GW&K Investment Management, LLC 0.41% Reduce -9.3% 312,638 $45.5M
Pictet Asset Management Holding SA 0.05% Add +11.2% 311,934 $45.4M
Woodline Partners LP 0.24% Add +1331.2% 309,178 $45.0M
Victory Capital Management Inc. 0.03% Reduce -3.9% 306,564 $44.6M
Jacobs Levy Equity Management, Inc. 0.17% Reduce -11.9% 292,645 $42.6M
Macquarie Group Ltd. 0.05% Reduce -3.1% 287,937 $41.9M
New York State Teachers Retirement System 0.09% Reduce -0.7% 287,218 $41.8M
Russell Investments Group, Ltd. 0.05% Add +6.2% 283,467 $41.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +9.8% 279,024 $40.6M
Capital Advisors Inc. 0.73% Add +0.3% 277,864 $40.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -8.9% 274,489 $39.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +4.2% 272,539 $39.6M
Assenagon Asset Management S.A. 0.06% Add +76.9% 271,327 $39.5M
APG Asset Management N.V. 0.12% Add +1.6% 317,891 $39.4M
Canada Pension Plan Investment Board 0.03% Add +19.1% 270,482 $39.3M
Skandinaviska Enskilda Banken AB (publ) 0.17% Reduce -0.9% 269,328 $39.2M
Commonwealth Equity Services, LLC 0.05% Add +2.1% 269,037 $39.1M
Wealth Enhancement Advisory Services, LLC 0.06% Add +118.4% 260,506 $38.3M
Janney Montgomery Scott LLC 0.10% Add +17.1% 258,832 $37.6M
Aberdeen Group plc 0.06% Add +10.8% 255,076 $36.7M
Parthenon LLC 4.16% Reduce -2.0% 249,905 $36.4M
Aviva PLC 0.07% Add +6.5% 245,406 $35.7M
Storebrand Asset Management As 0.10% Reduce -0.8% 238,568 $34.7M
New York State Common Retirement Fund 0.05% Add +0.3% 232,765 $33.9M
Hancock Whitney Corp. 0.65% Add +1447.7% 232,637 $33.8M
Aware Super Pty Ltd as trustee of Aware Super 0.48% No change 226,798 $33.0M
Pacer Advisors, Inc. 0.09% Add +70.6% 224,209 $32.6M
Glenmede Investment Management, LP 0.16% — 223,293 $32.5M
Royal London Asset Management Ltd. 0.07% Reduce -1.3% 222,423 $32.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.9% 220,504 $32.1M
Conning Inc. 1.13% Reduce -7.2% 215,073 $31.3M
Capital International, Inc. 0.29% Add +20.2% 208,323 $30.3M
AXA S.A. 0.09% Reduce -29.6% 207,388 $30.2M
Windsor Advisory Group, LLC 42.58% No change 206,264 $30.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -13.2% 204,792 $29.8M
Clarkston Capital Partners, LLC 0.63% Reduce -2.3% 204,137 $29.7M
Prudential Financial Inc. 0.04% Add +15.6% 199,714 $29.1M
Alps Advisors Inc. 0.17% Reduce -6.2% 199,450 $29.0M
Swedbank AB 0.03% Add +24.8% 199,106 $29.0M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -6.4% 195,450 $28.4M
RWC Asset Management LLP 1.81% Reduce -5.2% 193,251 $28.1M
Treasurer of the State of North Carolina 0.09% Add +19.1% 192,998 $28.1M
AQR Capital Management 0.02% Reduce -5.7% 193,333 $27.8M
Tidal Investments LLC 0.18% Add +507.0% 187,615 $27.3M
US Bancorp \de 0.03% Reduce -9.5% 187,546 $27.3M
Schaper Benz & Wise Investment Counsel Inc. 2.05% Reduce -5.3% 183,859 $26.7M
Truist Financial Corp. 0.04% Reduce -12.3% 181,913 $26.5M
Investment House LLC 1.33% Reduce -0.3% 181,435 $26.4M
Harvey Investment Co. LLC 2.88% Reduce -0.5% 180,221 $26.2M
State of Wisconsin Investment Board 0.06% Reduce -4.5% 175,978 $25.6M
CIBC Asset Management Inc 0.08% Add +0.3% 175,161 $25.5M
SG Americas Securities, LLC 0.11% Add +1482.2% 173,546 $25.2M
Danske Bank A/S 0.06% Add +3.8% 167,821 $24.4M
HighTower Advisors, LLC 0.03% Reduce -3.5% 164,850 $24.0M
Korea Investment CORP 0.05% Reduce -15.9% 163,709 $23.8M
Gateway Investment Advisers LLC 0.26% Reduce -0.1% 162,213 $23.6M
Blair William & Co. 0.07% Add +5.5% 161,864 $23.5M
Alley Investment Management Company, LLC 2.84% Reduce -0.3% 161,480 $23.5M
O'shaughnessy Asset Management, LLC 0.16% Add +12.3% 160,946 $23.4M
Rathbones Group PLC 0.10% Add +4.2% 160,279 $23.3M
Godsey & Gibb, Inc. 2.16% Add +2.3% 159,027 $23.1M
Natixis Advisors, LLC 0.04% Add +16.3% 158,804 $23.1M
Florida Trust Wealth Management Co 0.71% Reduce -4.0% 158,128 $23.0M
Disciplined Growth Investors Inc. 0.44% Reduce -2.3% 158,082 $23.0M
Achmea Investment Management B.V. 0.29% Reduce -4.8% 157,058 $22.8M
Sei Investments Co. 0.03% Add +40.2% 156,680 $22.8M
ExodusPoint Capital Management, LP 0.27% New 153,320 $22.3M
Toronto Dominion Bank 0.05% Add +19.1% 151,332 $22.0M
Markel Group 0.18% No change 150,000 $21.8M
Cetera Investment Advisers 0.04% Add +3.9% 149,707 $21.8M
BLI - Banque de Luxembourg Investments 0.62% Add +16.9% 150,600 $21.7M
KLP Kapitalforvaltning As 0.09% Add +3.6% 147,679 $21.5M
Boston Trust Walden Corp 0.15% Reduce -1.5% 146,957 $21.4M
Asset Management One Co., Ltd. 0.07% Add +0.2% 145,268 $21.1M
Van Cleef Asset Management,Inc 2.24% Reduce -0.6% 143,272 $20.8M
Asset Advisors Investment Management, LLC 1.99% Reduce -0.2% 138,572 $20.2M
Susquehanna International Group, LLP 0.03% Add +217.4% 134,292 $19.5M
Oribel Capital Management, LP 1.02% Reduce -12.7% 132,300 $19.2M
Flputnam Investment Management Co. 0.33% Reduce -1.4% 131,887 $19.2M
Creative Planning 0.02% Add +6.0% 131,741 $19.2M
UniSuper Management Pty Ltd 0.13% Reduce -0.5% 131,310 $19.1M
Crossmark Global Holdings, Inc. 0.31% Reduce -0.7% 130,423 $19.0M
Absher Wealth Management, LLC 2.33% Add +2.2% 129,424 $18.8M
Public Employees Retirement System of Ohio 0.06% Add +1.6% 129,115 $18.8M
Freestone Grove Partners LP 0.14% New 127,860 $18.6M
Voya Investment Management LLC 0.02% Reduce -1.8% 126,417 $18.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.48% Reduce -0.3% 122,227 $17.8M
Mn Services Vermogensbeheer B.V. 0.12% Add +1.9% 121,180 $17.6M
Quantinno Capital Management LP 0.08% Add +25.3% 120,825 $17.6M
Gotham Asset Management 0.10% Add +47.6% 119,799 $17.4M
Resona Asset Management Co.,Ltd. 0.09% Add +3.6% 119,873 $17.4M
M&T Bank Corp 0.06% Reduce -0.2% 117,564 $17.1M
Mackenzie Financial Corp. 0.02% Reduce -26.1% 117,531 $17.1M
Ensign Peak Advisors, Inc 0.03% Add +17.5% 113,932 $16.6M
Osaic Holdings, Inc. 0.03% Add +13.2% 113,005 $16.5M
Comerica Bank 0.06% Reduce -2.6% 112,365 $16.3M
LaFleur & Godfrey LLC 2.02% Reduce -1.6% 111,043 $16.2M
UMB Bank, n.a. 0.25% Reduce -1.1% 110,809 $16.1M
Andra AP-fonden 0.22% Reduce -1.4% 110,179 $16.0M
Nisa Investment Advisors, LLC 0.07% Add +0.5% 108,609 $15.8M
Rafferty Asset Management, LLC 0.05% Reduce -4.3% 107,923 $15.7M
State of New Jersey Common Pension Fund D 0.06% No change 107,580 $15.6M
DNB Asset Management AS 0.06% Add +14.5% 107,562 $15.6M
Railway Pension Investments Ltd 0.22% Reduce -8.6% 106,837 $15.5M
Benjamin Edwards Inc. 0.19% Reduce -2.1% 103,644 $15.1M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Reduce -6.2% 101,259 $14.7M
Man Group plc 0.03% Add +30.6% 100,865 $14.7M
Forsta Ap-Fonden 0.10% Reduce -18.4% 100,600 $14.6M
Focus Partners Wealth 0.03% Add +4.8% 100,350 $14.6M
American Century Companies Inc. 0.01% Reduce -2.9% 100,152 $14.6M
Handelsbanken Fonder AB 0.05% Add +0.8% 99,981 $14.5M
Baxter Bros Inc. 1.78% Reduce -1.7% 99,903 $14.5M
Guggenheim Capital LLC 0.12% Add +16.8% 99,556 $14.5M
Sanctuary Advisors, LLC 0.09% Add +21.7% 99,306 $14.4M
Vantage Investment Partners, LLC 1.04% No change 97,875 $14.2M
Sonora Investment Management Group, LLC 1.06% Add +2.5% 97,861 $14.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +23.6% 96,245 $14.0M
Advisors Asset Management, Inc. 0.25% Reduce -3.7% 94,850 $13.8M
State of Michigan Retirement System 0.07% Add +0.4% 94,777 $13.8M
Arizona State Retirement System 0.08% Reduce -0.3% 94,714 $13.8M
Calamos Advisors LLC 0.09% No change 93,588 $13.6M
Daiwa Securities Group Inc. 0.05% Add +3.3% 91,557 $13.3M
Commerce Bank 0.08% Reduce -2.5% 90,230 $13.1M
Allianz Asset Management GmbH 0.02% Add +149.8% 89,406 $13.0M
NEOS Investment Management LLC 0.16% Add +58.1% 88,281 $12.8M
Rockefeller Capital Management L.P. 0.03% Add +133.0% 88,247 $12.8M
Lafayette Investments, Inc. 2.59% Add +1.4% 88,064 $12.8M
Nissay Asset Management Corp. /Japan 0.07% Add +2.9% 88,033 $12.8M
Illinois Municipal Retirement Fund 0.17% Add +59.7% 87,097 $12.7M
MetLife Investment Management, LLC 0.07% Reduce -2.2% 86,311 $12.6M
Janney Capital Management LLC 0.77% Reduce -1.7% 81,695 $11.9M
Paradiem, LLC 2.96% Reduce -0.9% 80,630 $11.7M
First Long Island Investors, LLC 0.92% Add +16.4% 80,422 $11.7M
U.S. Capital Wealth Advisors, LLC 0.34% Add +4.0% 79,954 $11.6M
Van Eck Associates Corp. 0.01% Reduce -7.3% 79,328 $11.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +7.3% 78,622 $11.4M
Czech National Bank 0.09% Add +6.5% 78,358 $11.4M
JGP Wealth Management, LLC 1.37% Reduce -0.2% 77,839 $11.3M
Tudor Investment Corporation 0.09% New 77,539 $11.3M
Vestcor Inc 0.34% Add +0.1% 76,949 $11.2M
Sone Capital Management, LLC 1.03% New 76,708 $11.2M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +4.1% 76,346 $11.1M
Robeco Institutional Asset Management B.V. 0.02% Reduce -44.5% 75,923 $11.0M
Callahan Advisors, LLC 0.97% Reduce -2.6% 74,418 $10.8M
First Nebraska Trust Co 1.03% Reduce -0.5% 74,344 $10.8M
North Star Investment Management Corp. 0.75% Reduce -0.6% 74,080 $10.8M
Williams Jones Wealth Management, LLC. 0.13% Reduce -0.3% 73,400 $10.7M
Cooper/Haims Advisors, LLC 5.25% No change 73,303 $10.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Add +7.2% 72,087 $10.5M
GF Fund Management Co. LTD. 0.21% Add +3.2% 71,736 $10.4M
Brown Advisory Inc. 0.01% Add +0.1% 71,036 $10.3M
Amalgamated Bank 0.08% Add +1.9% 70,976 $10.3M
Retirement Systems of Alabama 0.04% Reduce -0.1% 68,788 $10.0M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -16.4% 68,374 $9.9M
Captrust Financial Advisors 0.02% Reduce -7.6% 67,667 $9.8M
KBC Group NV 0.03% Add +8.2% 67,412 $9.8M
Erste Asset Management GmbH 0.08% Add +47.5% 67,578 $9.7M
State of Tennessee, Department of Treasury 0.03% Reduce -2.4% 66,260 $9.6M
Cibc World Markets Corp. 0.06% Add +70.4% 66,140 $9.6M
Miramar Capital, LLC 2.26% Add +0.8% 65,731 $9.6M
Sequoia Financial Advisors, LLC 0.07% Add +7.0% 65,697 $9.6M
Millennium Management 0.01% Reduce -15.8% 65,528 $9.5M
Motley Fool Wealth Management, LLC 0.57% Reduce -13.7% 65,451 $9.5M
QRG Capital Management, Inc. 0.08% Add +0.9% 65,411 $9.5M
Vanguard Personalized Indexing Management, LLC 0.11% Add +11.8% 64,592 $9.4M
Park Avenue Securities LLC 0.09% Add +1.7% 64,013 $9.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +2.5% 64,016 $9.3M
Xponance LLC 0.08% Add +9.3% 63,725 $9.3M
Mattern Capital Management, LLC 1.11% Add +0.5% 63,344 $9.2M
Kingsview Wealth Management, LLC 0.16% Reduce -0.2% 62,995 $9.2M
Sumitomo Life Insurance Co. 0.62% Add +9.2% 62,900 $9.1M
Varma Mutual Pension Insurance Co 0.07% Add +3.0% 62,853 $9.1M
IMC-Chicago, LLC 0.23% New 62,601 $9.1M
Palmer Knight Co 3.88% Reduce -0.3% 62,547 $9.1M
IFM Investors Pty Ltd 0.09% Add +4.5% 62,277 $9.1M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -15.9% 62,224 $9.1M
Ethic Inc. 0.16% Add +9.2% 62,104 $8.9M
Teacher Retirement System of Texas 0.04% Reduce -35.2% 60,750 $8.8M
Naples Global Advisors, LLC 0.76% Add +5.9% 60,683 $8.8M
Two Point Capital Management, Inc. 3.73% — 60,231 $8.8M
MassMutual Private Wealth & Trust, FSB 0.23% Reduce -1.9% 58,507 $8.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +9.4% 58,477 $8.5M
MainStreet Investment Advisors LLC 1.17% Reduce -2.1% 58,326 $8.5M
Kornitzer Capital Management Inc. 0.17% Reduce -0.6% 57,807 $8.4M
Tectonic Advisors LLC 0.49% Add +10.2% 57,517 $8.4M
Azimuth Capital Investment Management LLC 0.31% Add +2.5% 56,475 $8.2M
Canandaigua National Bank & Trust Co. 0.76% Reduce -8.9% 56,368 $8.2M
Investment Management Corp of Ontario 0.12% Add +31.4% 56,086 $8.2M
Bourne Lent Asset Management Inc. 3.12% Reduce -0.3% 55,489 $8.1M
Wellington Management Group LLP 0.00% Add +1.7% 55,461 $8.1M
Rench Wealth Management, Inc. 2.54% Reduce -0.2% 55,256 $8.0M
USS Investment Management Ltd 0.05% No change 55,208 $8.0M
United Capital Financial Advisors, LLC 0.06% Reduce -1.6% 54,966 $8.0M
Madison Asset Management, LLC 0.09% Reduce -11.4% 54,636 $7.9M
Wilmington Savings Fund Society, FSB 0.14% Reduce -4.2% 54,527 $7.9M
Burns J W & Co. Inc. 0.96% Reduce -1.8% 54,476 $7.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.78% Reduce -1.4% 54,441 $7.9M
Atria Investments, Inc 0.09% Add +9.7% 54,068 $7.9M
Arkadios Wealth Advisors 0.24% Add +8.6% 53,974 $7.9M
Hendershot Investments Inc. 1.04% Reduce -18.6% 53,507 $7.8M
Pathstone Holdings, LLC 0.03% Reduce -23.3% 53,108 $7.7M
Utah Retirement Systems 0.08% Reduce -0.5% 52,984 $7.7M
Mercer Global Advisors Inc. 0.02% Reduce -4.4% 52,962 $7.7M
Albion Financial Group 0.50% Reduce -0.2% 52,518 $7.6M
Pinebridge Investments, L.P. 0.06% Add +1.3% 51,420 $7.5M
Sienna Gestion 0.51% Add +10.0% 56,127 $7.5M
Silver Lake Advisory, LLC 3.17% Reduce -0.2% 51,167 $7.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -17.7% 51,004 $7.4M
Cobblestone Capital Advisors LLC 0.38% Reduce -6.8% 50,643 $7.4M
Merit Financial Group, LLC 0.08% Add +153.3% 50,020 $7.3M
Orion Porfolio Solutions, LLC 0.06% Add +6.7% 49,251 $7.2M
Jamison Private Wealth Management, Inc. 1.03% Add +1.9% 49,245 $7.2M
Police & Firemen's Retirement System of New Jersey 0.07% Add +4.5% 49,105 $7.1M
Letson Investment Management, Inc. 2.79% Add +0.0% 48,489 $7.1M
Generali Asset Management SPA SGR 0.16% Add +8.6% 48,198 $7.0M
Westbourne Investment Advisors, Inc. 2.12% Add +0.0% 47,952 $7.0M
Dillon & Associates Inc. 0.93% Reduce -3.5% 47,197 $6.8M
Cibc World Market Inc. 0.02% Reduce -4.4% 47,038 $6.8M
Elo Mutual Pension Insurance Co 0.14% Reduce -0.5% 46,847 $6.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.9% 46,047 $6.7M
Yousif Capital Management, LLC 0.07% Reduce -1.3% 45,599 $6.6M
NorthCoast Asset Management LLC 0.03% Add +0.3% 45,513 $6.6M
Centiva Capital, LP 0.44% New 45,498 $6.6M
Cypress Capital Group 0.82% Reduce -4.5% 45,065 $6.6M
Crawford Investment Counsel Inc. 0.11% Reduce -0.1% 44,998 $6.5M
Greenfield Seitz Capital Management, LLC 2.30% Reduce -0.7% 44,721 $6.5M
Steward Partners Investment Advisory, LLC 0.05% Add +7.6% 44,217 $6.4M
Y-Intercept (Hong Kong) Ltd 0.16% New 43,885 $6.4M
New York Life Investment Management LLC 0.06% Add +1.7% 43,557 $6.3M
Louisiana State Employees Retirement System 0.11% Reduce -0.7% 43,200 $6.3M
Viking Fund Management LLC 0.86% No change 43,000 $6.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.4% 42,885 $6.2M
Chicago Capital, LLC 0.15% Reduce -0.1% 42,818 $6.2M
Stone Run Capital, LLC 2.49% Add +0.5% 42,753 $6.2M
American Money Management, LLC 1.10% Reduce -0.4% 42,712 $6.2M
Janus Henderson Group PLC 0.00% Add +2.1% 42,562 $6.2M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 42,500 $6.2M
Shelton Capital Management 0.14% Reduce -2.5% 42,493 $6.2M
Hilltop Holdings Inc. 0.39% Add +2.0% 41,878 $6.1M
Vident Advisory, LLC 0.07% Reduce -0.3% 41,721 $6.1M
Coston, McIsaac & Partners 1.57% Add +0.5% 41,562 $6.0M
Private Advisor Group, LLC 0.03% Reduce -0.3% 41,440 $6.0M
NewEdge Advisors, LLC 0.03% Add +3.2% 41,081 $6.0M
Ridgepath Capital Management LLC 2.70% Add +6.2% 40,453 $5.9M
Taylor Hoffman Capital Management LLC 1.99% Add +1.9% 40,123 $5.8M
iA Global Asset Management Inc. 0.09% Add +0.7% 39,893 $5.8M
Auxier Asset Management LLC 0.84% Reduce -0.7% 39,302 $5.7M
PFG Advisors 0.26% Add +16.5% 39,298 $5.7M
Stonebridge Financial Group, LLC 0.55% Add +1.8% 39,158 $5.7M
Regions Financial Corp. 0.04% Reduce -2.4% 39,065 $5.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.5% 39,014 $5.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -6.6% 38,226 $5.6M
Motco 0.53% Reduce -3.8% 38,719 $5.6M
Candriam S.C.A. 0.03% Add +3.2% 38,393 $5.6M
Inspire Investing, LLC 0.60% Add +14.4% 38,054 $5.5M
CIBC Private Wealth Group LLC 0.01% Reduce -4.9% 37,783 $5.5M
EP Wealth Advisors, LLC 0.04% Reduce -1.7% 37,625 $5.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.71% Add +16.0% 37,584 $5.5M
WINTON GROUP Ltd 0.28% New 37,001 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -1.3% 36,770 $5.3M
Trust Co. of Vermont 0.25% Add +0.5% 36,757 $5.3M
Sandhill Capital Partners LLC 0.38% Reduce -0.5% 36,589 $5.3M
Baldwin Wealth Partners LLC 0.36% Reduce -3.6% 36,243 $5.3M
Employees Retirement System of Texas 0.05% New 36,200 $5.3M
William Allan Corp 3.06% Reduce -1.0% 36,125 $5.3M
Bank of Nova Scotia 0.01% Add +1.3% 36,096 $5.3M
Siemens Fonds Invest GmbH 0.31% Add +2.4% 36,037 $5.2M
State of Alaska, Department of Revenue 0.06% Reduce -4.1% 35,989 $5.2M
Community Bank & Trust, Waco, Texas 1.18% Add +0.3% 35,954 $5.2M
Stephens Inc. 0.07% Reduce -31.8% 35,928 $5.2M
Midwest Trust Co 0.07% — 35,763 $5.2M
Keybank National Association 0.02% Add +1.2% 35,652 $5.2M
OP Asset Management Ltd 0.08% Reduce -0.3% 35,541 $5.2M
Opus Investment Management Inc. 3.42% No change 35,400 $5.1M
Woodmont Investment Counsel LLC 0.34% Reduce -3.3% 35,341 $5.1M
Capital Investment Counsel, LLC 0.79% Reduce -2.2% 35,215 $5.1M
Fifth Third Bancorp 0.02% Reduce -1.8% 35,215 $5.1M
Oak Associates Ltd. 0.33% No change 35,175 $5.1M
Core Alternative Capital 1.39% Reduce -11.4% 35,047 $5.1M
Kestra Advisory Services, LLC 0.02% Reduce -4.8% 34,345 $5.0M
Prospera Financial Services Inc 0.09% Reduce -3.6% 34,310 $5.0M
Prospector Partners LLC 0.58% Reduce -5.2% 34,112 $5.0M
Dynamic Advisor Solutions LLC 0.15% Add +0.4% 33,498 $4.9M
Norinchukin Bank, The 0.07% Add +7.9% 32,914 $4.8M
Somerset Trust Co 1.56% Reduce -1.1% 32,880 $4.8M
DF Dent & Co. Inc. 0.06% Add +5.7% 32,803 $4.8M
Argyle Capital Management, LLC 1.70% Reduce -1.9% 32,140 $4.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.41% Add +2.1% 32,078 $4.7M
Atom Investors LP 0.41% Add +6.5% 31,770 $4.6M
Bontempo Ohly Capital Mgmt LLC 2.09% Add +0.7% 31,698 $4.6M
Hamilton Point Investment Advisors, LLC 0.76% Reduce -5.3% 31,552 $4.6M
Empowered Funds, LLC 0.05% Add +128.8% 31,286 $4.6M
Twin Capital Management Inc. 0.48% Add +0.7% 31,101 $4.5M
Dean Investment Associates, LLC 0.66% Add +31.9% 30,954 $4.5M
Profund Advisors LLC 0.16% Add +15.3% 30,826 $4.5M
Groupe la Francaise 0.07% Add +19.1% 30,886 $4.5M
NewEdge Wealth, LLC 0.07% Add +15.3% 31,558 $4.4M
Signature Wealth Management Group 1.74% Reduce -0.7% 30,383 $4.4M
Rowlandmiller & Partners.adv 0.91% Add +0.1% 30,218 $4.4M
Jain Global LLC 0.07% Reduce -11.2% 29,997 $4.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -1.0% 29,862 $4.3M
TD Private Client Wealth LLC 0.11% Reduce -23.9% 29,476 $4.3M
Advisory Services Network, LLC 0.07% Reduce -3.7% 29,646 $4.3M
Jefferies Financial Group Inc. 0.07% Add +239.8% 29,328 $4.3M
Rodgers Brothers Inc. 0.54% Reduce -0.6% 29,260 $4.3M
D.A. Davidson & Co. 0.03% Reduce -0.5% 29,194 $4.2M
Avantax Advisory Services, Inc. 0.02% Add +8.6% 29,168 $4.2M
Parr McKnight Wealth Management Group, LLC 0.58% Add +1.7% 29,053 $4.2M
B. Metzler seel. Sohn & Co. AG 0.04% Add +7.5% 28,825 $4.2M
Federated Hermes, Inc. 0.01% Reduce -98.0% 28,608 $4.2M
Royal Fund Management, LLC 0.44% Add +1.9% 28,327 $4.1M
Thrivent Financial for Lutherans 0.01% Add +32.8% 28,251 $4.1M
Apollon Wealth Management, LLC 0.08% Reduce -3.0% 28,043 $4.1M
Oregon Public Employees Retirement Fund 0.07% Add +0.7% 27,694 $4.0M
JPL Wealth Management, LLC 1.08% Add +1.0% 27,594 $4.0M
YHB Investment Advisors, Inc. 0.31% Reduce -2.9% 27,327 $4.0M
Wendell David Associates Inc. 0.40% Reduce -9.9% 27,303 $4.0M
Financial Advisory Partners, LLC 1.24% Reduce -3.0% 27,102 $3.9M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -50.2% 27,065 $3.9M
Ceera Investments, LLC 1.20% Reduce -0.6% 27,025 $3.9M
Sawyer & Company, Inc 1.32% Reduce -0.9% 39,960 $3.9M
ASR Vermogensbeheer N.V. 0.05% Add +6.7% 26,961 $3.9M
Linden Thomas Advisory Services, LLC 0.43% Add +42.8% 26,697 $3.9M
Prana Capital Management, LP 0.14% New 26,581 $3.9M
Vista Investment Partners LLC 1.11% Reduce -0.1% 26,508 $3.9M
Webster Bank, N. A. 0.40% Reduce -10.5% 26,501 $3.9M
Jackson Wealth Management, LLC 0.42% Add +0.9% 26,459 $3.8M
Boothbay Fund Management, LLC 0.12% Reduce -10.2% 26,333 $3.8M
Berkeley, Inc 1.37% Reduce -1.6% 26,321 $3.8M
PEAK6 LLC 0.13% New 26,170 $3.8M
Courier Capital LLC 0.23% Reduce -0.0% 25,788 $3.8M
Meridian Wealth Management, LLC 0.16% Reduce -0.1% 25,779 $3.7M
Southeast Asset Advisors, LLC 0.44% Add +12.4% 25,704 $3.7M
Concurrent Investment Advisors, LLC 0.07% Add +12.4% 25,387 $3.7M
Borer Denton & Associates, Inc. 1.28% No change 25,346 $3.7M
Kestra Private Wealth Services, LLC 0.05% Reduce -10.4% 25,236 $3.7M
Inlet Private Wealth, LLC 0.90% No change 25,155 $3.7M
Choreo, LLC 0.05% Add +12.2% 25,140 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.5% 25,088 $3.6M
Howland Capital Management LLC 0.15% Reduce -3.9% 25,000 $3.6M
OMERS ADMINISTRATION Corp 0.03% Reduce -0.4% 24,799 $3.6M
American Trust 0.34% Add +7.3% 24,564 $3.6M
White Pine Investment CO 0.89% Reduce -1.4% 24,519 $3.6M
Sheets Smith Wealth Management 0.42% Reduce -0.8% 24,439 $3.6M
Capital Investment Counsel, Inc 0.47% Reduce -1.2% 24,283 $3.5M
Great Diamond Partners, LLC 0.74% Reduce -0.9% 24,021 $3.5M
Capital International Sarl 0.07% Reduce -3.5% 23,990 $3.5M
Public Sector Pension Investment Board 0.01% Reduce -44.6% 23,910 $3.5M
Avanza Fonder AB 0.10% No change 23,890 $3.5M
Ritholtz Wealth Management 0.08% Add +7.2% 23,878 $3.5M
Caldwell Trust Co 0.35% Add +0.4% 23,827 $3.5M
Shoker Investment Counsel, Inc. 1.07% Reduce -3.0% 23,544 $3.4M
DAVENPORT & Co LLC 0.02% Reduce -31.0% 23,082 $3.4M
Elevatus Welath Management 1.11% Add +0.2% 22,805 $3.3M
Zevenbergen Capital Investments LLC 0.06% Add +1.5% 22,590 $3.3M
Lanark Financial, Inc. 0.27% Reduce -5.6% 22,353 $3.3M
Red Cedar Investment Management, LLC 0.41% No change 22,290 $3.2M
Mizuho Securities USA LLC 0.07% — 22,151 $3.2M
Ranch Capital Advisors Inc. 1.39% Add +3.5% 21,963 $3.2M
First National Bank of Omaha 0.21% Reduce -1.8% 21,889 $3.2M
Cozad Asset Management Inc. 0.28% Reduce -3.8% 21,858 $3.2M
New Age Alpha Advisors, LLC 0.14% Reduce -18.8% 21,619 $3.1M
Pinnacle Associates Ltd. 0.05% Reduce -8.3% 21,448 $3.1M
Harvest Fund Management Co., Ltd 0.15% Reduce -13.6% 21,341 $3.1M
CreativeOne Wealth, LLC 0.08% Add +11.6% 20,984 $3.1M
First Citizens Bank & Trust Co. 0.06% Reduce -17.5% 20,920 $3.0M
Woodley Farra Manion Portfolio Management Inc. 0.14% Add +0.6% 20,752 $3.0M
Natixis 0.01% Add +270.1% 20,669 $3.0M
Kentucky Retirement Systems 0.09% Reduce -6.2% 20,607 $3.0M
CWA Asset Management Group, LLC 0.13% Reduce -0.5% 20,539 $3.0M
CW Advisors, LLC 0.03% Add +10.6% 20,347 $3.0M
Trilogy Capital Inc. 0.14% Reduce -0.3% 20,314 $3.0M
Cordatus Wealth Management LLC 0.72% Add +0.3% 20,066 $2.9M
Whittier Trust Co. 0.04% Reduce -1.8% 19,960 $2.9M
Harmony Asset Management LLC 1.08% Add +17.4% 19,874 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -1.3% 19,872 $2.9M
Verition Fund Management LLC 0.02% Add +177.8% 19,797 $2.9M
Cwm, LLC 0.01% Add +7.2% 19,788 $2.9M
Coastline Trust Co 0.33% Reduce -0.4% 19,750 $2.9M
LVW Advisors, LLC 0.32% Add +2.1% 19,666 $2.9M
Glenview Trust Co 0.05% Add +0.8% 19,531 $2.8M
Agf Management Ltd. 0.01% Add +7.5% 19,308 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.4% 19,284 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -1.2% 19,223 $2.8M
Knollwood Investment Advisory, LLC 0.27% No change 19,133 $2.8M
Lantz Financial LLC 0.69% Reduce -5.3% 19,096 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -16.2% 19,021 $2.8M
Texas Yale Capital Corp. 0.09% No change 19,014 $2.8M
Midwest Professional Planners, LTD. 0.73% Add +10.5% 18,988 $2.8M
Armbruster Capital Management, Inc. 0.50% Reduce -0.2% 18,956 $2.8M
Landscape Capital Management, L.L.C. 0.22% Add +81.0% 18,956 $2.8M
Canada Post Corp Registered Pension Plan 0.16% New 18,931 $2.8M
Drake & Associates, LLC 0.67% Add +53.7% 18,863 $2.7M
BDF-Gestion 0.31% Reduce -9.8% 18,819 $2.7M
Wealthcare Advisory Partners LLC 0.06% Add +0.1% 18,724 $2.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.46% Reduce -0.1% 18,478 $2.7M
MSH Capital Advisors LLC 0.77% Reduce -1.0% 18,307 $2.7M
Lazard Asset Management LLC 0.00% Reduce -48.0% 18,257 $2.7M
Metis Global Partners, LLC 0.07% Add +4.2% 18,237 $2.7M
Ally Financial Inc. 0.30% New 18,000 $2.6M
Essex Investment Management Co. LLC 0.47% Reduce -1.5% 17,886 $2.6M
LBP Am SA 0.04% Reduce -1.8% 17,769 $2.6M
First National Trust Co 0.10% Reduce -0.1% 17,757 $2.6M
Griffin Asset Management, Inc. 0.30% Add +0.2% 17,718 $2.6M
Ossiam 0.03% Add +198.3% 17,702 $2.6M
True North Advisors, LLC 0.49% Reduce -9.8% 17,651 $2.6M
Ghe, LLC 1.15% Reduce -16.7% 17,625 $2.6M
Hennion & Walsh Asset Management, Inc. 0.10% Add +26.1% 17,606 $2.6M
Capital Analysts, LLC 0.09% Add +0.2% 17,597 $2.6M
Vista Investment Partners Ii, LLC 1.23% Reduce -0.3% 17,581 $2.6M
Prime Capital Investment Advisors, LLC 0.03% Reduce -7.0% 17,573 $2.6M
IMS Capital Management 1.20% Add +2.6% 17,573 $2.6M
GHP Investment Advisors, Inc. 0.11% Add +5.8% 17,552 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.1% 17,481 $2.5M
Abc Arbitrage SA 0.29% New 17,482 $2.5M
Plato Investment Management Ltd 0.19% Add +0.1% 17,539 $2.5M
Sepio Capital, LP 0.18% Reduce -0.3% 17,423 $2.5M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +25.5% 17,413 $2.5M
Twinbeech Capital LP 0.06% New 17,383 $2.5M
Godshalk Welsh Capital Management, Inc. 1.56% Reduce -1.0% 17,380 $2.5M
CI Investments Inc. 0.01% Reduce -0.5% 17,319 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.82% Add +7.0% 17,146 $2.5M
Bessemer Group Inc. 0.00% Reduce -31.3% 17,133 $2.5M
Bokf, NA 0.04% Reduce -1.6% 17,014 $2.5M
Compagnie Lombard Odier SCmA 0.03% No change 17,000 $2.5M
Central Pacific Bank - Trust Division 0.33% Reduce -0.1% 16,885 $2.5M
Principal Securities, Inc. 0.05% Add +26.6% 16,882 $2.5M
Brookstone Capital Management 0.03% Add +1.3% 16,857 $2.5M
Radnor Capital Management, LLC 0.39% No change 16,791 $2.4M
Meritage Portfolio Management 0.15% Reduce -2.2% 16,733 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% — 16,731 $2.4M
Gulf International Bank (UK) Ltd 0.09% Reduce -14.8% 16,678 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -1.8% 16,671 $2.4M
Sigma Planning Corp 0.07% Add +21.8% 16,657 $2.4M
J.W. Cole Advisors, Inc. 0.05% Add +2.7% 16,657 $2.4M
Smith Salley Wealth Management 0.14% Reduce -0.1% 16,619 $2.4M
Strong Tower Advisory Services 0.48% Add +5.3% 16,608 $2.4M
PFW Advisors LLC 0.74% Reduce -2.6% 16,591 $2.4M
Synovus Financial Corp. 0.03% Add +0.7% 16,590 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -29.7% 16,571 $2.4M
Parsons Capital Management Inc. 0.15% Reduce -7.1% 16,525 $2.4M
Bath Savings Trust Co 0.24% Reduce -0.0% 16,428 $2.4M
Bollard Group LLC 0.05% Add +9.7% 16,396 $2.4M
Riverbridge Partners LLC 0.04% Reduce -0.6% 16,373 $2.4M
United Asset Strategies, Inc. 0.20% Reduce -1.8% 16,351 $2.4M
SummitTX Capital, L.P. 0.10% Reduce -17.7% 16,302 $2.4M
NBT Bank, N.A. 0.16% Reduce -0.6% 16,244 $2.4M
Fiduciary Trust Co 0.03% Reduce -11.1% 16,153 $2.3M
Soltis Investment Advisors LLC 0.18% Add +5.5% 16,052 $2.3M
Composition Wealth, LLC 0.04% Add +48.4% 15,961 $2.3M
Ironwood Investment Counsel, LLC 0.36% Reduce -1.4% 15,952 $2.3M
Nations Financial Group Inc, /Ia/ 0.16% Reduce -1.5% 15,932 $2.3M
Inceptionr LLC 0.53% New 15,841 $2.3M
Jump Financial, LLC 0.03% Reduce -90.4% 15,725 $2.3M
Maryland State Retirement & Pension System 0.05% Add +4.3% 15,684 $2.3M
CoreCap Advisors, LLC 0.09% Add +21.5% 15,647 $2.3M
Sterling Investment Advisors, Ltd. 0.50% Add +4.2% 15,613 $2.3M
J. W. Coons Advisors, LLC 0.51% Add +2.3% 15,501 $2.3M
Northwest & Ethical Investments L.P. 0.06% Reduce -62.5% 15,475 $2.3M
Aptus Capital Advisors, LLC 0.02% Add +14.2% 15,468 $2.2M
Alesco Advisors, LLC, An ESL Co 0.06% No change 15,442 $2.2M
Samjo Management, LLC 0.94% No change 15,390 $2.2M
Clearstead Advisors, LLC 0.03% Add +3.4% 15,306 $2.2M
Sterling Capital Management LLC 0.03% Add +27.4% 15,176 $2.2M
Great Lakes Retirement, Inc. 0.26% Add +3.6% 15,170 $2.2M
Ameritas Investment Partners, Inc. 0.07% Reduce -0.6% 15,133 $2.2M
Empire Financial Management Company, LLC 0.63% Add +0.4% 15,119 $2.2M
New Mexico Educational Retirement Board 0.07% No change 14,948 $2.2M
Redmond Asset Management, LLC 0.52% Reduce -2.5% 14,941 $2.2M
Ascent Group, LLC 0.08% Add +8.7% 14,939 $2.2M
Mechanics Bank Trust Department 0.31% Reduce -5.3% 14,760 $2.1M
Element Squared LLC 1.32% — 14,600 $2.1M
Beverly Hills Private Wealth, LLC 0.40% Reduce -4.9% 14,576 $2.1M
First Horizon Advisors, Inc. 0.05% Reduce -5.5% 14,470 $2.1M
Ramirez Asset Management, Inc. 0.32% Add +176.5% 14,412 $2.1M
Brevan Howard Capital Management LP 0.02% New 14,408 $2.1M
Banque Cantonale Vaudoise 0.08% Add +2.4% 14,242 $2.1M
Frank, Rimerman Advisors LLC 0.14% Reduce -2.8% 14,212 $2.1M
Modern Wealth Management, LLC 0.05% Add +2.0% 14,092 $2.0M
Matrix Trust Co 0.33% Add +7.4% 14,086 $2.0M
Cerro Pacific Wealth Advisors LLC 0.57% Reduce -1.6% 13,991 $2.0M
Suncoast Equity Management 0.21% New 13,970 $2.0M
Intech Investment Management LLC 0.02% Add +53.0% 13,951 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -4.1% 13,900 $2.0M
Exchange Traded Concepts, LLC 0.03% Add +17.5% 13,873 $2.0M
Global Retirement Partners, LLC 0.05% — 13,837 $2.0M
Jones Financial Companies LLLP 0.00% Add +58.9% 13,962 $2.0M
World Investment Advisors 0.05% Add +115.8% 13,761 $2.0M
Chicago Partners Investment Group LLC 0.06% Add +1.3% 13,777 $2.0M
CFC Planning Co LLC 1.92% New 13,688 $2.0M
Palisade Asset Management, LLC 0.20% Reduce -5.1% 13,617 $2.0M
WASHINGTON TRUST Co 0.07% Reduce -1.6% 13,539 $2.0M
Summit Trail Advisors, LLC 0.03% New 13,420 $2.0M
Wedbush Securities Inc. 0.07% Add +6.9% 13,372 $1.9M
MAI Capital Management 0.01% Add +0.8% 13,291 $1.9M
Anchor Investment Management, LLC 0.17% Reduce -0.5% 13,280 $1.9M
Thomas Story & Son LLC 0.74% No change 13,245 $1.9M
Cornerstone Advisors, LLC 0.07% No change 13,200 $1.9M
LMG Wealth Partners, LLC 0.39% Add +5.3% 13,183 $1.9M
Icon Wealth Advisors, LLC 0.14% Reduce -1.4% 13,162 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +50.9% 13,119 $1.9M
Commerzbank Aktiengesellschaft 0.04% Add +4.5% 13,060 $1.9M
Baker Avenue Asset Management, LP 0.05% Add +11.2% 12,948 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% Add +2.0% 12,913 $1.9M
Snowden Capital Advisors LLC 0.06% Reduce -2.2% 12,892 $1.9M
Atwood & Palmer Inc. 0.12% No change 12,887 $1.9M
Fragasso Financial Advisors Inc 0.13% Reduce -7.7% 12,880 $1.9M
Lee Financial Co 0.27% Add +1.7% 12,787 $1.9M
Columbus Macro, LLC 0.23% Add +0.5% 12,758 $1.9M
Wealthspire Advisors, LLC 0.01% Add +1.4% 12,732 $1.9M
Alkeme Wealth, LLC 0.82% Add +1.3% 12,718 $1.8M
Dark Forest Capital Management LP 0.07% New 12,690 $1.8M
Dakota Wealth Management 0.04% Reduce -1.6% 12,614 $1.8M
Neo Ivy Capital Management 0.58% Add +264.8% 12,411 $1.8M
Shell Asset Management Co. 0.06% Add +70.9% 12,402 $1.8M
Tompkins Financial Corp. 0.16% Add +0.9% 12,114 $1.8M
Ballentine Partners, LLC 0.03% Add +2.5% 12,089 $1.8M
Polymer Capital Management (US) LLC 0.29% New 12,058 $1.8M
Capital Investment Advisors, LLC 0.03% Add +3.4% 12,045 $1.8M
Journey Strategic Wealth LLC 0.06% Add +7.6% 11,967 $1.7M
Ashton Thomas Private Wealth, LLC 0.06% Add +18.9% 11,893 $1.7M
Allworth Financial LP 0.01% Add +15.1% 11,760 $1.7M
Stratos Wealth Partners, LTD. 0.02% Reduce -7.3% 11,722 $1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.62% Reduce -1.4% 11,686 $1.7M
DMKC Advisory Services, LLC 0.89% Add +252.9% 11,896 $1.7M
Vise Technologies, Inc. 0.07% — 11,680 $1.7M
Marks Group Wealth Management, Inc 0.16% Reduce -0.8% 11,645 $1.7M
J. Safra Sarasin Holding AG 0.03% Reduce -48.4% 11,626 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +18.1% 11,617 $1.7M
Commonwealth Retirement Investments LLC 0.64% Reduce -3.7% 11,533 $1.7M
Allianz SE 0.04% No change 11,527 $1.7M
Acadian Asset Management LLC 0.00% New 11,497 $1.7M
Badgley Phelps Wealth Managers, LLC 0.04% Add +0.5% 11,467 $1.7M
BLB&B Advisors, LLC 0.08% Reduce -3.2% 11,465 $1.7M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +0.4% 11,426 $1.7M
Aspiriant, LLC 0.05% Reduce -0.2% 11,297 $1.6M
HB Wealth Management, LLC 0.01% Reduce -17.4% 11,277 $1.6M
Empirical Finance, LLC 0.09% Add +0.7% 11,267 $1.6M
Huntington National Bank 0.01% Add +7.5% 11,254 $1.6M
Nicholson Wealth Management Group, LLC 1.01% Add +1.2% 11,253 $1.6M
Redwood Investment Management, LLC 0.17% Reduce -0.8% 11,221 $1.6M
Boomfish Wealth Group, LLC 0.94% Add +4.5% 11,167 $1.6M
Forte Capital LLC 0.17% Add +4.5% 11,134 $1.6M
Access Financial Services, Inc. 0.60% Add +0.9% 10,947 $1.6M
Carnegie Investment Counsel 0.03% Reduce -10.9% 10,909 $1.6M
Summit Financial, LLC 0.04% Add +63.7% 10,892 $1.6M
Coldstream Capital Management Inc. 0.03% Add +2.3% 10,891 $1.6M
Covenant Partners, LLC 0.47% No change 10,822 $1.6M
Independence Bank of Kentucky 0.22% Reduce -1.6% 10,761 $1.6M
Howe & Rusling Inc. 0.12% Reduce -7.7% 10,741 $1.6M
First City Capital Management, Inc. 0.90% No change 10,722 $1.6M
Greenland Capital Management LP 0.21% New 10,709 $1.6M
Farther Finance Advisors, LLC 0.03% Reduce -11.3% 10,675 $1.6M
Kesler, Norman & Wride, LLC 0.27% Reduce -0.9% 10,509 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -11.1% 10,508 $1.5M
Sound View Wealth Advisors Group, LLC 0.11% Reduce -1.1% 10,496 $1.5M
Greenfield Savings Bank 0.69% Reduce -0.9% 10,485 $1.5M
Callan Family Office, LLC 0.05% Add +120.3% 10,464 $1.5M
Pacific Point Advisors, LLC 0.82% Add +5.3% 10,432 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.06% Reduce -89.2% 10,332 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 10,227 $1.5M
Pinnacle Financial Partners Inc 0.03% Add +4.0% 10,223 $1.5M
Prudential PLC 0.01% Add +115.7% 10,208 $1.5M
Hartford Financial Management Inc. 0.41% Reduce -3.7% 10,192 $1.5M
Waverly Advisors, LLC 0.02% Reduce -2.1% 10,175 $1.5M
Meeder Advisory Services, Inc. 0.08% Add +7.5% 10,160 $1.5M
FineMark National Bank & Trust 0.05% Add +48.7% 10,110 $1.5M
EPG Wealth Management LLC 0.44% Reduce -4.9% 10,087 $1.5M
Procyon Advisors, LLC 0.14% Reduce -1.3% 10,079 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -1.6% 10,074 $1.5M
IVC Wealth Advisors LLC 0.71% Reduce -7.7% 10,003 $1.5M
Koshinski Asset Management, Inc. 0.11% Add +9.9% 9,936 $1.4M
Johnson Financial Group, Inc. 0.06% Reduce -5.4% 9,922 $1.4M
Lido Advisors, LLC 0.01% Add +33.6% 9,899 $1.4M
Savant Capital, LLC 0.01% Add +2.8% 9,830 $1.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -70.4% 9,774 $1.4M
Virtus Investment Advisers, LLC 0.48% Add +0.4% 9,678 $1.4M
Mgo One Seven LLC 0.05% Reduce -15.5% 9,646 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -10.9% 9,635 $1.4M
Bradley Foster & Sargent Inc. 0.02% Add +1.3% 9,627 $1.4M
Donoghue Forlines LLC 0.40% Reduce -4.7% 9,565 $1.4M
SageView Advisory Group, LLC 0.05% Add +0.5% 9,462 $1.4M
Bangor Savings Bank 0.12% Add +3.1% 9,386 $1.4M
Novem Group 0.17% Add +120.3% 9,384 $1.4M
Douglass Winthrop Advisors, LLC 0.02% No change 9,338 $1.4M
Jensen Investment Management Inc. 0.02% Reduce -5.2% 9,320 $1.4M
Ieq Capital, LLC 0.01% Reduce -16.6% 9,313 $1.4M
Signaturefd, LLC 0.02% Reduce -0.3% 9,306 $1.4M
Arista Wealth Management, LLC 0.19% New 9,282 $1.4M
E Fund Management Co., Ltd. 0.06% Reduce -7.3% 9,248 $1.3M
Dearborn Partners LLC 0.06% Add +14.9% 9,177 $1.3M
Pensionfund Sabic 0.38% Reduce -10.7% 9,150 $1.3M
HBK Sorce Advisory LLC 0.04% Reduce -2.1% 9,125 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -0.6% 9,008 $1.3M
Diversify Advisory Services, LLC 0.05% New 9,648 $1.3M
MOKAN Wealth Management Inc. 0.73% Add +7.3% 8,929 $1.3M
Daymark Wealth Partners, LLC 0.05% Add +2.6% 8,900 $1.3M
Parallel Advisors, LLC 0.03% Reduce -9.4% 8,874 $1.3M
GAMMA Investing LLC 0.08% Add +18.0% 8,816 $1.3M
Howard Capital Management, LLC 0.02% Add +13.6% 8,808 $1.3M
Empower Advisory Group, LLC 0.00% Reduce -2.5% 8,804 $1.3M
Advocate Group LLC 0.23% Reduce -0.8% 8,765 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -6.5% 8,746 $1.3M
Evergreen Capital Management LLC 0.04% Add +28.7% 8,743 $1.3M
Milestones Private Investment Advisors LLC 0.94% — 8,731 $1.3M
O'Keefe Stevens Advisory, Inc. 0.36% Add +0.4% 8,722 $1.3M
East Coast Asset Management, LLC. 0.42% No change 8,712 $1.3M
Essex Financial Services, Inc. 0.08% Reduce -3.5% 8,679 $1.3M
Peapack Gladstone Financial Corp. 0.02% Add +8.4% 8,655 $1.3M
Csenge Advisory Group 0.07% Reduce -2.9% 7,958 $1.3M
Squarepoint Ops LLC 0.00% Add +0.2% 8,621 $1.3M
Freestone Capital Holdings, LLC 0.04% Reduce -5.4% 8,597 $1.3M
Paragon Private Wealth Management, LLC 0.50% Add +3.0% 8,552 $1.2M
Sagespring Wealth Partners, LLC 0.03% Reduce -0.1% 8,540 $1.2M
M&G PLC 0.01% Reduce -41.7% 8,540 $1.2M
Uhlmann Price Securities, LLC 0.87% Reduce -27.0% 8,427 $1.2M
US Asset Management LLC 1.06% No change 8,404 $1.2M
Independent Advisor Alliance 0.04% Reduce -14.4% 8,374 $1.2M
Hilltop National Bank 0.32% — 8,323 $1.2M
Leisure Capital Management 0.45% Reduce -0.3% 8,268 $1.2M
Maytus Capital Management, LLC 0.22% Reduce -68.4% 8,250 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -3.7% 8,223 $1.2M
Walleye Capital LLC 0.01% New 8,209 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +295.5% 8,203 $1.2M
China Universal Asset Management Co., Ltd. 0.11% Reduce -8.0% 8,178 $1.2M
L.M. Kohn & Company 0.32% Reduce -0.6% 8,165 $1.2M
RFG Advisory, LLC 0.03% Reduce -7.6% 8,155 $1.2M
Axxcess Wealth Management, LLC 0.03% Reduce -18.1% 8,108 $1.2M
S.A. Mason LLC 0.57% Reduce -1.1% 8,102 $1.2M
IFP Advisors, Inc 0.03% Reduce -2.0% 6,882 $1.2M
SouthState Bank Corp 0.05% Reduce -12.7% 8,061 $1.2M
Asset Management Group, Inc. 0.20% Add +0.6% 8,050 $1.2M
Hills Bank & Trust Co 0.07% Reduce -4.6% 8,035 $1.2M
South Dakota Investment Council 0.02% Reduce -16.6% 8,017 $1.2M
Keeler Thomas Management LLC 0.50% New 7,996 $1.2M
Marshall Financial Group, LLC 0.23% Add +212.2% 7,956 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -1.4% 7,939 $1.2M
Tran Capital Management, L.P. 0.14% No change 7,887 $1.1M
Ascentis Independent Advisors 0.21% Add +3.3% 7,877 $1.1M
Elevated Capital Advisors, LLC 0.32% No change 7,381 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -26.8% 7,815 $1.1M
Bridgeway Capital Management, LLC 0.03% New 7,800 $1.1M
Verdence Capital Advisors LLC 0.08% Reduce -32.3% 7,784 $1.1M
Kessler Investment Group, LLC 0.46% Add +5.6% 7,761 $1.1M
STRS Ohio 0.00% New 7,713 $1.1M
Assetmark, Inc. 0.00% Reduce -22.0% 7,696 $1.1M
AlphaCore Capital LLC 0.04% Add +5.1% 7,665 $1.1M
Cary Street Partners Financial LLC 0.03% Add +5.3% 7,664 $1.1M
Powers Advisory Group, LLC 0.49% Add +0.5% 7,654 $1.1M
Argent Trust Co 0.04% Reduce -3.4% 7,643 $1.1M
Rockland Trust Co. 0.05% Reduce -3.0% 7,624 $1.1M
Financial Advisors Network, Inc. 0.17% Add +9.2% 7,614 $1.1M
Guinness Atkinson Asset Management Inc 0.58% No change 7,606 $1.1M
Westerkirk Capital Inc. 0.14% — 7,600 $1.1M
Crews Bank & Trust 0.17% Reduce -3.2% 7,559 $1.1M
Moors & Cabot, Inc. 0.05% Reduce -3.2% 7,558 $1.1M
Boston Research & Management Inc. 0.26% No change 7,555 $1.1M
McDonald Partners LLC 0.26% Add +0.6% 7,497 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +37.7% 7,540 $1.1M
Kapstone Financial Advisors LLC 0.54% No change 7,505 $1.1M
First National Advisers, LLC 0.16% Reduce -14.6% 7,456 $1.1M
Harbor Investment Advisory, LLC 0.10% Reduce -0.3% 7,359 $1.1M
Granite Investment Partners, LLC 0.05% No change 7,298 $1.1M
Salvus Wealth Management, LLC 0.62% Reduce -0.6% 7,251 $1.1M
Tiaa Trust, National Association 0.00% Add +44.4% 7,253 $1.1M
Cumberland Partners Ltd 0.07% Reduce -39.6% 7,250 $1.1M
Albert D Mason Inc. 0.76% Reduce -6.0% 7,199 $1.0M
Loudon Investment Management, LLC 0.58% Add +4.3% 7,195 $1.0M
Bard Financial Services, Inc. 0.12% No change 7,175 $1.0M
Prosperity Consulting Group, LLC 0.08% Add +0.2% 7,170 $1.0M
PFG Investments, LLC 0.06% Add +21.1% 7,160 $1.0M
Western Financial Corp 0.56% Add +0.3% 7,156 $1.0M
Hall Capital Management Co. Inc. 0.44% No change 7,131 $1.0M
Rogco, LP 0.39% Add +3.6% 7,119 $1.0M
Mufg Securities Americas Inc. 0.09% Add +25.3% 7,104 $1.0M
Allen Capital Group, LLC 0.11% Reduce -0.9% 7,098 $1.0M
Oppenheimer Asset Management Inc. 0.01% Reduce -6.7% 7,096 $1.0M
Lighthouse Investment Partners, LLC 0.04% New 7,075 $1.0M
Birch Capital Management, LLC 0.53% No change 7,055 $1.0M
LMR Partners LLP 0.02% Reduce -5.8% 7,054 $1.0M
Tower Research Capital LLC (TRC) 0.03% Reduce -4.5% 7,049 $1.0M
Aviance Capital Partners, LLC 0.13% Reduce -1.4% 7,023 $1.0M
Horizon Investments, LLC 0.02% Add +11.1% 7,042 $1.0M
Sfmg, LLC 0.08% Reduce -0.1% 6,957 $1.0M
Kentucky Trust Co 0.58% Reduce -1.1% 6,956 $1.0M
Brighton Jones LLC 0.03% Add +1.0% 6,954 $1.0M
HM Payson & Co. 0.02% Add +5.1% 6,926 $1.0M
Caxton Associates LLP 0.03% No change 6,906 $1.0M
Kathmere Capital Management, LLC 0.08% Add +19.9% 6,846 $996K
Covenant Asset Management, LLC 0.20% No change 6,846 $996K
Moment Partners, LLC 0.19% Add +0.9% 6,813 $991K
Empirical Asset Management, LLC 0.31% Reduce -34.9% 6,801 $989K
Greatmark Investment Partners, Inc. 0.12% No change 6,778 $986K
Vontobel Holding Ltd. 0.00% Reduce -40.7% 6,774 $985K
Prossimo Advisors, LLC 0.79% No change 6,768 $984K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -0.3% 6,740 $980K
Financial Advocates Investment Management 0.08% Reduce -31.3% 6,732 $979K
Cross Staff Investments Inc 0.73% Reduce -3.6% 6,722 $978K
Compound Planning, Inc. 0.04% Add +28.6% 6,602 $960K
Clifford Swan Investment Counsel LLC 0.03% Reduce -1.1% 6,601 $960K
Gen-Wealth Partners Inc 0.37% Add +7.6% 6,592 $959K
Fifth Third Wealth Advisors LLC 0.04% Add +2.7% 6,591 $959K
Cushing Capital Partners, LLC 0.81% Add +0.4% 6,558 $954K
North Dallas Bank & Trust Co. 0.72% — 6,540 $951K
Marino, Stram & Associates LLC 0.19% Add +0.1% 6,538 $951K
Greenleaf Trust 0.01% Reduce -8.8% 6,520 $948K
Range Financial Group LLC 0.37% Add +5.3% 6,512 $947K
Beacon Financial Advisory LLC 0.24% Add +0.3% 6,508 $947K
GC Wealth Management RIA, LLC 0.08% New 6,436 $936K
JBGlobal.com LLC 0.97% Add +0.1% 6,432 $936K
Eventide Asset Management, LLC 0.02% Add +82.9% 6,474 $933K
Sara-Bay Financial 0.33% Reduce -1.9% 6,383 $928K
Atlantic Union Bankshares Corp 0.02% Add +33.6% 6,359 $925K
Martin Capital Partners, LLC 0.36% Add +166.9% 6,340 $922K
Taylor Financial Group, Inc. 0.57% No change 6,331 $921K
Transamerica Financial Advisors, LLC 0.09% Reduce -4.1% 6,267 $912K
Equitable Holdings, Inc. 0.01% Reduce -3.0% 6,221 $905K
Kestra Investment Management, LLC 0.03% Add +11.2% 6,169 $897K
Guyasuta Investment Advisors Inc. 0.05% No change 6,162 $896K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -22.1% 6,099 $887K
Provenance Wealth Advisors, LLC 0.13% No change 6,053 $880K
Studio Investment Management LLC 0.18% Reduce -3.7% 6,051 $880K
Tang Capital Management LLC 0.04% Reduce -9.6% 6,048 $880K
Mitchell McLeod Pugh & Williams Inc. 0.16% No change 6,038 $878K
Simon Quick Advisors, LLC 0.04% Reduce -16.9% 6,037 $878K
Leavell Investment Management, Inc. 0.04% Add +6.4% 5,970 $868K
Citizens Financial Group Inc. 0.01% Add +98.1% 5,954 $866K
Jacksonville Wealth Management, LLC 0.69% Add +0.3% 5,936 $863K
Middleton & Co. Inc. 0.10% No change 5,935 $863K
Jacobi Capital Management LLC 0.06% Reduce -8.8% 5,903 $859K
Bank & Trust Co 0.68% No change 5,884 $856K
V-Square Quantitative Management LLC 0.11% Reduce -12.9% 5,881 $855K
Penn Davis McFarland Inc. 0.10% No change 5,881 $855K
Segment Wealth Management, LLC 0.05% Reduce -11.8% 5,880 $855K
Abn Amro Investment Solutions 0.02% No change 5,823 $847K
Voleon Capital Management LP 0.05% New 5,818 $846K
Farmers & Merchants Investments Inc. 0.02% Reduce -1.7% 5,808 $845K
Geneos Wealth Management Inc. 0.02% Add +106.4% 5,807 $845K
SC&H Financial Advisors, Inc. 0.14% Reduce -1.7% 5,802 $844K
Blueshift Asset Management, LLC 0.26% New 5,794 $843K
Credit Industriel Et Commercial 0.18% Add +98.9% 5,791 $842K
2UniFi Bank 0.48% Add +12.0% 5,763 $838K
Baader Bank Aktiengesellschaft 0.07% Reduce -8.2% 5,830 $837K
Modera Wealth Management, LLC 0.01% No change 5,748 $836K
Moneta Group Investment Advisors LLC 0.01% Add +3.9% 5,744 $835K
Forza Wealth Management, LLC 0.34% No change 5,736 $834K
Burke & Herbert Bank & Trust Co. 0.19% No change 5,725 $833K
Rwa Wealth Partners, LLC 0.01% Reduce -4.4% 5,720 $832K
Ostrum Asset Management 0.04% Reduce -2.8% 5,713 $831K
High Falls Advisors, Inc 0.18% Reduce -15.7% 5,686 $827K
Stratos Wealth Advisors, LLC 0.04% Reduce -6.2% 5,661 $824K
HighPoint Advisor Group LLC 0.04% Reduce -1.6% 5,651 $822K
Chesley Taft & Associates LLC 0.04% No change 5,650 $822K
Cordgrass Capital Advisors, LLC 0.22% Add +26.1% 5,647 $821K
Chemung Canal Trust Co. 0.17% Add +0.7% 5,604 $815K
STF Management LP 0.32% Add +2.4% 5,584 $812K
Kuhn & Co Investment Counsel 0.61% No change 5,578 $811K
Broadwater Capital Management LLC 0.62% Add +14446.0% 802,939 $803K
Ausdal Financial Partners, Inc. 0.05% Reduce -1.9% 5,481 $797K
Post Resch Tallon Group Inc. 0.77% Reduce -26.8% 5,469 $796K
Norris Perne & French LLP 0.06% No change 5,455 $793K
Ellevest, Inc. 0.13% Add +4.1% 5,449 $793K
Park National Corp. 0.03% Reduce -0.4% 5,442 $792K
Checchi Capital Advisers, LLC 0.05% Reduce -8.4% 5,415 $788K
Brooklyn Investment Group 0.10% Add +23.9% 5,352 $778K
Cresset Asset Management, LLC 0.00% Reduce -49.0% 5,338 $777K
Linscomb Wealth, Inc. 0.04% Reduce -0.6% 5,332 $776K
Harbour Investments, Inc. 0.02% Reduce -1.6% 5,331 $775K
Quadrant Capital Group LLC 0.03% Reduce -6.6% 5,320 $774K
KFG Wealth Management, LLC 0.12% Add +4.8% 5,298 $771K
Coastal Bridge Advisors, LLC 0.06% New 5,263 $766K
Seelaus Asset Management LLC 0.69% No change 5,242 $763K
Drucker Wealth 3.0, LLC 0.15% New 5,205 $760K
Panagora Asset Management Inc. 0.00% Add +11.0% 5,190 $755K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -7.1% 5,130 $746K
Compass Ion Advisors, LLC 0.08% Add +5.2% 5,112 $744K
Johnson Investment Counsel Inc. 0.01% Add +4.2% 5,097 $741K
Human Investing LLC 0.12% Reduce -11.0% 5,061 $736K
Choate Investment Advisors 0.02% No change 5,051 $735K
Kanawha Capital Management LLC 0.05% Add +15.1% 4,952 $720K
Sage Mountain Advisors LLC 0.05% Add +2.9% 4,951 $720K
HUB Investment Partners, LLC 0.03% Reduce -18.6% 4,928 $717K
3Chopt Investment Partners, LLC 0.17% Add +7.3% 4,926 $717K
NTV Asset Management LLC 0.09% No change 4,891 $711K
Fayez Sarofim & Co 0.00% Reduce -31.5% 4,882 $710K
Moore Capital Management, LP 0.02% New 4,876 $709K
Grey Ledge Advisors, LLC 0.17% Reduce -2.5% 4,864 $708K
Trust Co of the South 0.13% Add +4.4% 4,856 $706K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.2% 4,843 $704K
CHICAGO TRUST Co NA 0.10% Add +111.5% 4,833 $703K
RDA Financial Network 0.19% Add +2.5% 4,803 $699K
Norden Group LLC 0.08% Add +1.9% 4,797 $698K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -4.1% 4,797 $698K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +0.1% 4,764 $693K
MWA Asset Management 0.42% Add +10.6% 4,721 $687K
Engineers Gate Manager LP 0.01% New 4,717 $686K
SVB Wealth LLC 0.04% New 4,670 $679K
Master's Wealth Management Inc. 0.32% Add +48.9% 4,670 $679K
Clarius Group, LLC 0.04% Reduce -1.9% 4,656 $677K
Fiduciary Group, LLC 0.06% No change 4,633 $674K
Werlinich Asset Management, LLC 0.37% No change 4,625 $673K
Burney Co./ 0.02% Reduce -1.1% 4,625 $673K
Graypoint LLC 0.04% Add +0.6% 4,592 $668K
Dogwood Wealth Management LLC 0.33% Reduce -2.0% 4,604 $667K
EverSource Wealth Advisors, LLC 0.03% Add +10.2% 4,576 $666K
TD Waterhouse Canada Inc. 0.00% Reduce -4.7% 4,501 $663K
Valley Forge Investment Consultants Inc. Adv 0.21% No change 4,560 $663K
Sunbelt Securities, Inc. 0.06% Reduce -0.0% 4,730 $663K
ICICI Prudential Asset Management Co Ltd 0.08% Reduce -2.3% 4,514 $657K
AssuredPartners Investment Advisors, LLC 0.16% Reduce -23.2% 4,489 $653K
Aristides Capital LLC 0.21% No change 4,480 $652K
Hurlow Wealth Management Group, Inc. 0.18% No change 4,459 $649K
Spinnaker Trust 0.04% No change 4,456 $648K
Clark Capital Management Group, Inc. 0.00% Add +17.2% 4,450 $647K
West Paces Advisors Inc. 0.14% Add +0.4% 4,431 $645K
Spirepoint Private Client, LLC 0.07% Reduce -1.4% 4,399 $640K
Trustmark Bank Trust Department 0.04% No change 4,390 $639K
Premier Path Wealth Partners, LLC 0.09% Add +5.8% 4,383 $637K
Montag A & Associates Inc. 0.03% No change 4,375 $636K
First PREMIER Bank 0.15% No change 4,373 $636K
Private Trust Co. NA 0.06% Reduce -4.7% 4,369 $636K
Atlas Legacy Advisors, LLC 0.14% Add +13.7% 4,357 $634K
Nottingham Advisors, Inc. 0.09% Add +2.7% 4,353 $633K
NorthCrest Asset Manangement, LLC 0.02% Add +84.2% 4,263 $627K
Integrated Advisors Network LLC 0.03% Reduce -5.2% 4,309 $627K
Jmac Enterprises LLC 0.13% No change 4,300 $625K
Pinnacle Bancorp, Inc. 0.19% No change 4,283 $623K
Rise Advisors, LLC 0.25% Reduce -6.2% 4,248 $618K
Bison Wealth, LLC 0.05% No change 4,244 $617K
Mission Wealth Management, LP 0.01% Add +1.9% 4,244 $617K
Heritage Trust Co 0.07% No change 4,242 $617K
KRS Capital Management, LLC 0.41% Add +5.0% 4,218 $614K
Wimmer Associates 1, LLC 0.31% No change 4,214 $613K
Proficio Capital Partners LLC 0.04% Add +2.6% 4,207 $612K
Court Place Advisors, LLC 0.19% No change 4,195 $610K
NorthRock Partners, LLC 0.02% Add +8.5% 4,178 $608K
Perigon Wealth Management, LLC 0.01% Reduce -13.4% 4,172 $607K
Clean Yield Group 0.18% No change 4,160 $605K
CWS Financial Advisors, LLC 0.18% Add +27.0% 4,158 $605K
Wealth Alliance, LLC 0.07% Reduce -41.2% 4,153 $604K
First Bank & Trust 0.11% Reduce -39.7% 4,148 $603K
Richards, Merrill & Peterson, Inc. 0.29% Reduce -0.6% 4,123 $600K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -0.6% 4,114 $598K
Bradyco, Inc. 0.44% No change 4,110 $598K
Avantax Planning Partners, Inc. 0.02% Reduce -1.3% 4,080 $594K
Pitti Group Wealth Management, LLC 0.51% Add +0.1% 4,078 $593K
Bridges Investment Management Inc. 0.01% No change 4,066 $591K
Pure Financial Advisors, LLC 0.01% Add +31.4% 4,063 $591K
TFG Advisers LLC 0.20% Add +0.3% 4,056 $590K
Advisors Capital Management, LLC 0.01% Add +1.0% 4,050 $589K
Mission Creek Capital Partners, Inc. 0.13% Reduce -28.4% 4,049 $589K
Mendel Money Management 0.26% No change 4,044 $588K
JBR Co Financial Management Inc 0.29% No change 4,024 $585K
Wedmont Private Capital 0.02% Add +1.0% 3,998 $583K
EDENTREE ASSET MANAGEMENT Ltd 0.16% No change 4,000 $582K
Beck Mack & Oliver LLC 0.01% No change 4,000 $582K
Clearbridge Investments, LLC 0.00% No change 4,000 $582K
Fieldview Capital Management, LLC 0.09% Reduce -93.6% 3,996 $581K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -13.6% 3,978 $579K
Faithward Advisors, LLC 0.09% Add +0.5% 3,961 $576K
Heritage Financial Services, LLC 0.06% No change 3,932 $572K
S-Bank Fund Management Ltd 0.08% Reduce -8.6% 3,931 $572K
Flagship Harbor Advisors, LLC 0.03% Add +0.1% 3,914 $569K
Bouchey Financial Group, Ltd. 0.05% Add +1.2% 3,914 $569K
Secure Asset Management, LLC 0.11% Add +3.0% 3,912 $569K
Farringdon Capital, Ltd. 0.19% New 3,907 $568K
Valeo Financial Advisors, LLC 0.01% Add +4.5% 3,890 $566K
Saratoga Research & Investment Management 0.03% No change 3,882 $565K
Inscription Capital, LLC 0.08% New 3,881 $565K
Syon Capital LLC 0.04% Add +19.1% 3,854 $561K
Spirit of America Management Corp. 0.12% No change 3,850 $560K
Advisory Alpha, LLC 0.02% Add +27.1% 3,843 $559K
Brown Miller Wealth Management, LLC 0.17% Reduce -4.1% 3,834 $558K
TCV Trust & Wealth Management, Inc. 0.05% Add +2.7% 3,825 $556K
Jeppson Wealth Management, LLC 0.19% Reduce -0.4% 3,819 $556K
Continuum Advisory, LLC 0.07% Add +257.0% 3,809 $554K
Raiffeisen Bank International AG 0.01% Reduce -3.7% 4,008 $553K
Terra Nova Asset Management LLC 0.39% Add +0.6% 3,794 $552K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -57.5% 3,771 $549K
AE Wealth Management LLC 0.00% Reduce -22.5% 3,771 $548K
Qtron Investments LLC 0.07% Add +131.1% 3,755 $546K
Clifford Group, LLC 0.45% Add +1.9% 3,754 $546K
Leigh Baldwin & Co., LLC 0.36% Add +55.9% 3,750 $546K
Chase Investment Counsel Corp. 0.17% Reduce -1.9% 3,740 $544K
Roehl & Yi Investment Advisors, LLC 0.28% Add +0.2% 3,728 $542K
Compass Capital Management, Inc. 0.03% New 3,720 $541K
Wharton Business Group, LLC 0.02% No change 3,715 $540K
Roman Butler Fullerton & Co. 0.16% Reduce -4.4% 3,643 $539K
Baron Wealth Management LLC 0.19% Reduce -0.2% 3,705 $539K
Beacon Bank & Trust 0.12% Add +6.7% 3,703 $539K
Legacy Capital Wealth Partners, LLC 0.12% Add +1.8% 3,699 $538K
Physicians Financial Services, Inc. 0.16% Reduce -5.1% 3,702 $538K
Financial Management Professionals, Inc. 0.06% Reduce -6.2% 3,692 $537K
Essex Bank 0.13% Add +0.3% 3,674 $534K
Old National Bancorp 0.01% Reduce -5.0% 3,668 $534K
Cornerstone Wealth Management, LLC 0.03% Add +26.9% 3,613 $526K
Integrity Alliance, Llc. 0.03% Reduce -44.4% 3,599 $523K
Haverford Trust Co 0.01% No change 3,597 $523K
Andina Capital Management, LLC 0.36% Add +2.1% 3,578 $520K
Phoenix Wealth Advisors 0.22% Add +0.4% 3,578 $520K
Wynn Capital, LLC 0.28% Reduce -0.8% 3,570 $519K
Pallas Capital Advisors LLC 0.02% Add +0.7% 3,565 $519K
Savvy Advisors, Inc. 0.03% Add +25.1% 3,553 $517K
Level Four Advisory Services, LLC 0.02% Reduce -1.3% 3,536 $514K
Groupama Asset Managment 0.01% New 3,570 $514K
Emerald Advisors, LLC 0.07% Add +11.6% 3,530 $514K
Tocqueville Asset Management L.P. 0.01% Reduce -7.8% 3,528 $513K
Arete Wealth Advisors, LLC 0.04% Add +5.8% 3,520 $512K
IFG Advisory, LLC 0.03% Add +11.7% 3,511 $511K
RMR Capital Management, LLC 0.36% No change 3,506 $510K
Okabena Investment Services Inc. 0.11% No change 3,500 $509K
MTM Investment Management, LLC 0.17% Add +19.1% 3,481 $506K
Ifrah Financial Services, Inc. 0.14% Reduce -0.7% 3,479 $506K
Colonial Trust Co / SC 0.07% Reduce -1.6% 3,471 $505K
First Heartland Consultants, Inc. 0.04% Add +23.4% 3,470 $505K
Capital Investment Advisory Services, LLC 0.04% Reduce -2.5% 3,450 $502K
Patten & Patten Inc. 0.03% Add +9.5% 3,446 $501K
Arlington Trust Co LLC 0.10% Add +0.1% 3,434 $500K
Mutual Advisors, LLC 0.01% Add +38.2% 3,374 $499K
Rossmore Private Capital 0.06% Add +4.1% 3,428 $499K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.2% 3,416 $497K
Professional Advisory Services Inc. 0.06% No change 3,400 $495K
Cyndeo Wealth Partners, LLC 0.03% Reduce -0.1% 3,378 $491K
Smith Chas P & Associates Pa Cpas 0.03% No change 3,377 $491K
Private Wealth Asset Management, LLC 0.07% Reduce -2.7% 3,368 $490K
Stratos Investment Management, LLC 0.02% Add +11.5% 3,348 $487K
Finward Bancorp 0.38% Reduce -1.0% 3,344 $486K
Praxis Investment Management Inc. 0.03% Reduce -12.1% 3,334 $485K
STAR Financial Bank 0.31% Reduce -4.0% 3,334 $485K
Nwam LLC 0.03% Reduce -0.6% 3,348 $483K
Confluence Wealth Services, Inc. 0.03% Add +1.2% 3,305 $481K
Good Life Advisors, LLC 0.03% Add +3.4% 3,299 $480K
Dohj, LLC 0.14% Add +0.8% 3,348 $480K
Washington Trust Bank 0.04% Reduce -4.2% 3,292 $479K
Schmidt P J Investment Management Inc. 0.08% Add +4.0% 3,291 $479K
44 Wealth Management LLC 0.17% Add +2.7% 3,290 $479K
Sunpointe, LLC 0.19% Reduce -13.7% 3,282 $477K
Riverview Trust Co 0.60% Reduce -3.8% 3,279 $477K
SCS Capital Management LLC 0.01% Add +4.8% 3,270 $476K
Eastern Bank 0.01% Reduce -13.5% 3,263 $475K
Ashton Thomas Securities, LLC 0.11% Add +1.1% 3,257 $474K
Grant Private Wealth Management Inc 0.27% New 3,252 $473K
Mechanics Financial Corp 0.20% Add +2.4% 3,247 $472K
Key Financial Inc 0.09% No change 3,221 $469K
Palumbo Wealth Management LLC 0.14% Add +0.6% 3,210 $467K
Cigna Investments Inc. 0.08% Reduce -2.2% 3,194 $464K
Tyche Wealth Partners LLC 0.09% Reduce -0.3% 3,185 $463K
Aprio Wealth Management, LLC 0.05% Add +0.2% 3,181 $463K
Ti-Trust, Inc. 0.31% No change 3,170 $461K
SRH Advisors, LLC 0.14% No change 3,168 $461K
Dorsey & Whitney Trust CO LLC 0.02% Add +10.3% 3,156 $459K
Aufman Associates Inc 0.28% Reduce -11.2% 3,154 $459K
Claro Advisors Inc. 0.08% Reduce -61.7% 3,152 $459K
Challenger Wealth Management 0.32% Add +0.5% 3,142 $457K
Sendero Wealth Management, LLC 0.06% No change 3,142 $457K
Principle Wealth Partners LLC 0.03% New 3,141 $457K
McKinley Carter Wealth Services, Inc. 0.03% No change 3,118 $454K
Harbour Trust & Investment Management Co 0.05% Add +0.4% 3,110 $452K
QTR Family Wealth, LLC 0.28% Add +2.5% 3,107 $452K
Meyer Handelman Co. 0.01% No change 3,100 $451K
Wesbanco Bank Inc. 0.01% Add +58.0% 3,099 $451K
Biltmore Family Office, LLC 0.08% No change 3,098 $451K
Penobscot Investment Management Company, Inc. 0.04% Add +5.0% 3,075 $447K
Delta Investment Management, LLC 0.09% No change 3,056 $445K
AA Financial Advisors, LLC 0.10% No change 3,045 $443K
Summit Wealth Partners, LLC 0.08% No change 3,027 $440K
Flaharty Asset Management, LLC 0.06% Add +6.0% 3,022 $440K
Red Door Wealth Management, LLC 0.05% Add +34.6% 3,012 $438K
Romano Brothers and Company 0.05% Reduce -4.2% 3,006 $437K
Blue Trust, Inc. 0.01% Add +28.4% 3,001 $437K
TrinityBridge Ltd 0.01% No change 3,000 $436K
Cascades Capital Asset Management, LLC 0.23% Add +0.7% 2,996 $436K
Catalyst Financial Partners LLC 0.05% Add +2.6% 2,985 $434K
Allegheny Financial Group 0.10% Add +0.2% 2,971 $432K
Krane Funds Advisors LLC 0.02% Reduce -2.4% 2,965 $431K
Aureus Asset Management, LLC 0.03% No change 2,964 $431K
M. Kraus & Co 0.13% Reduce -0.3% 2,964 $431K
Beacon Financial Strategies CORP 0.27% No change 2,958 $430K
Carderock Capital Management Inc. 0.11% No change 2,950 $429K
Field & Main Bank 0.14% Add +444.5% 2,935 $427K
Chesapeake Asset Management LLC 0.39% Reduce -2.1% 2,933 $427K
FourThought Financial Partners, LLC 0.04% Add +0.7% 2,930 $426K
Associated Banc-Corp 0.01% Reduce -1.7% 2,927 $426K
RW Investment Management LLC 0.05% No change 2,924 $425K
International Assets Investment Management, LLC 0.03% Reduce -3.0% 2,916 $424K
Foundations Investment Advisors, LLC 0.01% Add +67.0% 2,909 $423K
Sigma Investment Counselors Inc. 0.02% No change 2,894 $421K
Forbes J M & Co. LLP 0.04% No change 2,884 $420K
Ferguson Wellman Capital Management, Inc. 0.01% No change 2,871 $418K
Cannell & Spears LLC 0.01% Add +0.1% 2,854 $415K
Mattern Wealth Management LLC 0.09% Add +6.9% 2,840 $413K
Mountain Pacific Investment Advisers LLC 0.03% No change 2,826 $411K
CX Institutional 0.01% Reduce -10.9% 2,827 $411K
Aaron Wealth Advisors LLC 0.04% Add +16.6% 2,824 $411K
Apollon Financial, LLC 0.09% New 2,816 $410K
First National Corp. /Ma/ 0.08% Reduce -17.6% 2,807 $408K
Northwest Quadrant Wealth Management, LLC 0.09% Add +0.6% 2,806 $408K
Fisher Asset Management 0.00% Reduce -13.1% 2,794 $406K
Successful Portfolios LLC 0.25% Add +0.0% 2,794 $406K
Arrow Financial Corp 0.04% Reduce -0.9% 2,793 $406K
D.B. Root & Company, LLC 0.12% Add +0.6% 2,772 $403K
First Financial Bank - Trust Division 0.04% Reduce -18.8% 2,771 $403K
Security Financial Services, INC. 0.07% Add +18.1% 2,766 $402K
South Plains Financial, Inc. 0.28% No change 2,765 $402K
CENTRAL TRUST Co 0.01% Reduce -5.7% 2,754 $401K
D'Orazio & Associates, Inc. 0.06% Reduce -0.7% 2,753 $400K
Heritage Wealth Advisors 0.02% Reduce -2.0% 2,753 $400K
Strategy Asset Managers LLC 0.07% Reduce -1.5% 2,749 $400K
Murphy, Middleton, Hinkle & Parker, Inc. 0.22% No change 2,590 $400K
Trueblood Wealth Management, LLC 0.17% Reduce -0.5% 2,739 $398K
Northcape Wealth Management, LLC 0.12% Reduce -4.1% 2,725 $396K
T. Rowe Price Investment Management, Inc. 0.00% Add +3.4% 2,717 $396K
ICW Investment Advisors LLC 0.16% Add +0.5% 2,718 $395K
Canandaigua National Trust Co of Florida 0.28% Add +28.5% 2,716 $395K
Scientech Research LLC 0.10% New 2,713 $395K
Patton Albertson Miller Group, LLC 0.05% No change 2,702 $393K
Ascent Wealth Partners, LLC 0.05% No change 2,700 $393K
One Charles Private Wealth Services, LLC 0.11% No change 2,700 $393K
Alpha Omega Wealth Management LLC 0.07% Reduce -1.8% 2,682 $390K
Holderness Investments Co. 0.08% Reduce -10.1% 2,681 $390K
KCM Investment Advisors LLC 0.01% No change 2,680 $390K
LGT Group Foundation 0.00% Add +5.6% 2,670 $388K
SevenBridge Financial Group, LLC 0.07% No change 2,873 $388K
NorthLanding Financial Partners, LLC 0.34% No change 2,665 $388K
Sowell Financial Services LLC 0.02% Reduce -2.6% 2,659 $387K
Trivium Point Advisory, LLC 0.04% Add +0.2% 2,652 $386K
Alpha Family Trust 0.19% No change 2,635 $383K
Asahi Life Asset Management Co., LTD. 0.22% No change 2,630 $383K
Autumn Glory Partners, LLC 0.18% No change 2,630 $383K
Smartleaf Asset Management LLC 0.03% Add +3.5% 2,645 $381K
Wood Tarver Financial Group, LLC 0.11% No change 2,619 $380K
Westmount Partners, LLC 0.10% Add +0.6% 2,604 $379K
FAS Wealth Partners, Inc. 0.03% Add +3.3% 2,597 $378K
Patrick M Sweeney & Associates, Inc. 0.26% No change 2,564 $377K
Texas Bank & Trust Co 0.15% No change 2,592 $377K
Optimist Retirement Group LLC 0.18% Reduce -7.7% 2,592 $377K
Mather Group, Llc. 0.00% Reduce -1.5% 2,591 $377K
Advisor OS, LLC 0.04% Add +6.3% 2,572 $374K
Arax Advisory Partners 0.02% Add +54.7% 1,134 $374K
Caisse de depot et placement du Quebec 0.00% Reduce -90.3% 2,571 $374K
Archer Investment Corp 0.09% Add +161.7% 2,570 $374K
Berkshire Asset Management LLC 0.02% Reduce -12.4% 2,555 $372K
Buckhead Capital Management LLC 0.14% Reduce -1.3% 2,552 $371K
Silvercrest Asset Management Group LLC 0.00% Add +2.2% 2,552 $371K
Roberts Glore & Co. Inc. 0.11% Reduce -3.8% 2,550 $371K
Larson Financial Group LLC 0.01% Add +69.5% 2,543 $370K
Douglas Lane & Associates, LLC 0.01% Reduce -5.7% 2,531 $368K
Cullen/Frost Bankers, Inc. 0.00% Add +42.6% 2,525 $367K
Country Club Bank 0.02% No change 2,550 $367K
Forum Financial Management, LP 0.01% Reduce -17.0% 2,509 $365K
New Hampshire Trust 0.08% Reduce -1.1% 2,508 $365K
Ingalls & Snyder LLC 0.01% No change 2,502 $364K
Richwood Investment Advisors, LLC 0.30% No change 2,497 $363K
Optas, LLC 0.07% Add +0.8% 2,496 $363K
Belpointe Asset Management LLC 0.01% Reduce -2.4% 2,482 $361K
Cadence Bank 0.02% Add +8.6% 2,474 $360K
Cherry Creek Investment Advisors, Inc. 0.17% Add +0.1% 2,474 $360K
Quantum Portfolio Management LLC 0.17% Add +3.1% 2,464 $358K
Stevens Capital Management LP 0.10% Reduce -60.5% 2,463 $358K
GTS Securities LLC 0.02% Reduce -39.8% 2,453 $357K
Perennial Investment Advisors, LLC 0.03% Reduce -3.1% 2,453 $357K
Fruth Investment Management 0.10% No change 2,451 $356K
Bridgewater Advisors Inc. 0.03% Reduce -0.7% 2,417 $356K
Fielder Capital Group LLC 0.09% Reduce -0.0% 2,432 $354K
Fulcrum Capital LLC 0.07% No change 2,428 $353K
PUREfi Wealth, LLC 0.28% Add +26.5% 2,425 $353K
Independent Financial Group, LLC 0.01% Add +11.4% 2,425 $353K
Beaumont Financial Advisors, LLC 0.03% Add +0.7% 2,417 $352K
Genus Capital Management Inc. 0.05% Reduce -78.7% 2,416 $351K
Thoroughbred Financial Services, LLC 0.02% Reduce -62.5% 2,401 $349K
Teza Capital Management LLC 0.26% Reduce -53.8% 2,393 $348K
CRA Financial Services, LLC 0.05% Add +0.4% 2,379 $346K
Lavaca Capital LLC 0.14% Add +0.7% 2,376 $346K
Pettee Investors, Inc. 0.21% No change 2,375 $345K
Summit Global Investments 0.02% New 2,362 $344K
Edgemoor Investment Advisors, Inc. 0.03% Add +5.6% 2,363 $344K
Insigneo Advisory Services, LLC 0.03% Reduce -1.8% 2,361 $343K
RB Capital Management, LLC 0.08% Reduce -0.8% 2,343 $341K
Berry Wealth Group, LP 0.24% Add +8.3% 2,335 $340K
Private Capital Management, LLC 0.03% New 2,317 $337K
Sunflower Bank, N.A. 0.08% Add +3.4% 2,305 $335K
MRA Advisory Group 0.16% Add +12.8% 2,302 $335K
Fiducient Advisors LLC 0.04% Add +0.4% 2,299 $334K
Costello Asset Management, INC 0.13% Reduce -77.1% 2,294 $334K
MQS Management LLC 0.18% Add +59.2% 2,292 $333K
Seneca Financial Advisors LLC 0.13% Reduce -6.1% 2,291 $333K
Navalign, LLC 0.09% No change 2,289 $333K
Commonwealth Financial Services, LLC 0.06% Add +0.3% 2,267 $330K
Verum Partners LLC 0.08% Reduce -0.8% 2,267 $330K
Fidelis Capital Partners, LLC 0.03% Add +10.2% 2,366 $329K
Curi Capital, LLC 0.01% New 2,261 $329K
Harold Davidson & Associates Inc. 0.21% Reduce -3.9% 2,250 $327K
Stockman Wealth Management, Inc. 0.04% No change 2,248 $327K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,247 $327K
Swmg, LLC 0.11% New 2,232 $326K
UNIVEST FINANCIAL Corp 0.02% Reduce -26.3% 2,238 $326K
First Manhattan Co. Llc. 0.00% Reduce -1.8% 2,235 $325K
Powell Investment Advisors, LLC 0.12% No change 2,228 $324K
Weaver Capital Management LLC 0.08% No change 2,217 $322K
Moseley Investment Management Inc. 0.11% Add +1.1% 2,211 $322K
Park Edge Advisors, LLC 0.08% No change 2,210 $321K
Oarsman Capital, Inc. 0.05% Add +2.8% 2,205 $321K
Searle & Co. 0.09% No change 2,200 $320K
BSW Wealth Partners 0.04% Add +1.5% 2,195 $319K
Meiji Yasuda Life Insurance Co 0.01% New 2,193 $319K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.8% 2,192 $319K
Diversified Trust Co. 0.01% Add +4.5% 2,186 $318K
Family Legacy, Inc. 0.10% No change 2,160 $314K
Creekmur Asset Management LLC 0.06% Add +25.9% 2,145 $312K
Carmel Capital Partners, LLC 0.11% Reduce -3.5% 2,142 $312K
Pine Valley Investments Ltd Liability Co 0.02% Add +4.1% 2,141 $311K
Ledyard National Bank 0.03% Reduce -1.6% 2,141 $311K
Kagan Cocozza Asset Management 0.24% Reduce -6.3% 2,135 $310K
Oakworth Capital, Inc. 0.02% No change 2,132 $310K
Wambolt & Associates, LLC 0.10% Reduce -8.4% 2,103 $310K
American Capital Advisory, LLC 0.15% Add +0.3% 2,125 $309K
Optivise Advisory Services LLC 0.16% Reduce -0.2% 2,121 $308K
Souders Financial Advisors 0.04% Add +26.0% 2,114 $308K
Pine Haven Investment Counsel, Inc 0.24% Reduce -6.9% 2,109 $307K
Silvant Capital Management LLC 0.01% No change 2,108 $307K
M3 Advisory Group, LLC 0.21% Reduce -3.6% 2,107 $306K
Sloy Dahl & Holst, LLC 0.04% No change 2,100 $305K
First Interstate Bank 0.02% No change 2,094 $305K
Kingswood Wealth Advisors, LLC 0.02% Reduce -4.7% 2,092 $304K
FLC Capital Advisors 0.06% Add +0.1% 2,090 $304K
Bank Ozk 0.12% Add +6.3% 2,079 $302K
Community Bank, N.A. 0.04% No change 2,075 $302K
Klingman & Associates, LLC 0.02% New 2,069 $301K
WBH Advisory Inc. 0.03% Reduce -2.8% 2,063 $300K
Aberdeen Wealth Management LLC 0.20% Add +0.1% 2,060 $300K
Sterling Investment Counsel, LLC 0.17% No change 2,050 $298K
Kidder Stephen W 0.09% Reduce -6.2% 2,040 $297K
Aries Wealth Management 0.08% No change 2,039 $297K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -36.5% 2,036 $296K
Strategic Family Wealth Counselors, L.L.C. 0.08% Reduce -4.7% 2,030 $295K
Nixon Peabody Trust Co. 0.02% Reduce -7.6% 2,030 $295K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.8% 2,020 $294K
Twin Tree Management, LP 0.01% Reduce -87.1% 2,014 $293K
Pinnacle Wealth Management Group, Inc. 0.17% No change 2,007 $292K
Sequent Asset Management, LLC 0.23% No change 2,000 $291K
Long Road Investment Counsel, LLC 0.11% No change 2,000 $291K
Shayne & Jacobs, LLC 0.10% No change 2,000 $291K
Northeast Financial Consultants Inc 0.01% No change 2,000 $291K
Provident Investment Management, Inc. 0.02% No change 1,999 $291K
Birch Hill Investment Advisors LLC 0.01% Reduce -5.7% 2,000 $290K
Zacks Investment Management 0.00% Add +37.9% 1,993 $290K
WNY Asset Management, LLC 0.03% Add +0.1% 1,989 $289K
Signature Estate & Investment Advisors LLC 0.01% Add +2.1% 1,980 $288K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.9% 1,976 $287K
Trust Point Inc. 0.03% Reduce -3.0% 1,976 $287K
Monument Capital Management 0.07% Add +3.1% 1,973 $287K
Hunter Associates Investment Management LLC 0.04% No change 1,954 $286K
Parsonex Advisory Services, Inc. 0.24% — 1,962 $285K
Dodds Wealth, LLC 0.08% No change 1,962 $285K
CPC Advisors, LLC 0.04% Reduce -19.5% 1,954 $284K
KPP Advisory Services LLC 0.05% Reduce -0.1% 1,953 $284K
Ethos Financial Group, LLC 0.02% Add +0.1% 1,946 $283K
Cornerstone Wealth Group, LLC 0.02% Add +10.0% 1,943 $283K
Evanson Asset Management, LLC 0.02% New 1,937 $282K
Smith Group Asset Management, LLC 0.02% Reduce -45.7% 1,936 $282K
Rockline Wealth Management, LLC 0.07% No change 1,929 $281K
Nikulski Financial, Inc. 0.08% No change 1,922 $280K
Apeiron RIA LLC 0.07% Reduce -9.1% 1,919 $279K
Cahaba Wealth Management, Inc. 0.02% Add +2.6% 1,919 $279K
Enclave Advisors LLC 0.05% Reduce -2.0% 1,918 $279K
Aspen Investment Management Inc 0.12% No change 1,909 $278K
Becker Capital Management Inc. 0.01% No change 1,911 $278K
ProVise Management Group, LLC 0.02% Reduce -6.5% 1,900 $276K
City State Bank 0.09% Reduce -3.6% 1,892 $275K
Freedom Investment Management, Inc. 0.02% Reduce -3.8% 1,888 $275K
Magnus Financial Group LLC 0.02% Add +0.5% 1,887 $274K
Capital Advisors Wealth Management, LLC 0.04% Reduce -0.3% 1,887 $274K
Kelly Financial Services LLC 0.08% Add +13.1% 1,879 $273K
Schwartz Investment Counsel Inc. 0.01% No change 1,879 $273K
VestGen Advisors, LLC 0.01% Add +7.8% 1,876 $273K
Westpac Banking Corp. 0.02% No change 1,874 $273K
St Germain D J Co. Inc. 0.01% Reduce -16.8% 1,874 $273K
ARS Wealth Advisors Group, LLC 0.03% Add +0.2% 1,872 $272K
Joule Financial, LLC 0.09% Add +32.8% 1,861 $271K
MBB Public Markets I LLC 0.03% Reduce -18.1% 1,860 $271K
Tritonpoint Wealth, LLC 0.03% Reduce -0.2% 1,860 $271K
Balefire, LLC 0.06% New 1,852 $269K
Brass Tax Wealth Management, Inc. 0.05% Reduce -2.5% 1,850 $269K
Leo Wealth, LLC 0.02% Add +19.1% 1,848 $269K
Trust Co. of Toledo NA 0.03% Add +6.5% 1,848 $269K
Oak Hill Wealth Advisors, LLC 0.06% No change 1,840 $267K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,830 $266K
Syntax Research, Inc. 0.19% No change 1,826 $266K
Pinion Investment Advisors, LLC 0.09% Add +0.1% 1,824 $265K
Quotient Wealth Partners, LLC 0.01% Add +12.4% 1,822 $265K
TRUE Private Wealth Advisors 0.03% Reduce -1.9% 1,818 $264K
ICONIQ Capital, LLC 0.00% Add +4.1% 1,814 $264K
Intrust Bank NA 0.02% Reduce -31.5% 1,808 $263K
PDS Planning, Inc 0.02% Add +3.4% 1,804 $262K
Centennial Bank 0.11% Reduce -0.8% 1,798 $262K
Opus Capital Group, LLC 0.03% No change 1,792 $261K
Blackston Financial Advisory Group, LLC 0.16% Reduce -5.8% 1,794 $261K
apricus wealth, LLC 0.15% Reduce -6.5% 1,793 $261K
Greykasell Wealth Strategies, Inc. 0.12% No change 1,790 $260K
SP Asset Management LLC 0.02% Add +0.7% 1,784 $260K
Pinnacle Wealth Planning Services, Inc. 0.03% New 1,778 $259K
Two Sigma Investments, LP 0.00% Reduce -88.9% 1,775 $258K
S&co Inc. 0.02% No change 1,775 $258K
Portfolio Design Labs, LLC 0.05% Reduce -16.3% 1,773 $258K
GeoWealth Management, LLC 0.01% Reduce -13.5% 1,767 $257K
Cape Ann Savings Bank 0.15% Add +17.3% 1,767 $257K
Penserra Capital Management LLC 0.00% Reduce -74.6% 1,771 $257K
Cranbrook Wealth Management, LLC 0.05% No change 1,759 $256K
Sargent Investment Group, LLC 0.03% Add +36.1% 1,831 $255K
Virtus Advisers, LLC 0.16% No change 1,750 $255K
Mitchell Sinkler & Starr 0.12% No change 1,750 $255K
LMCG Investments, LLC 0.02% No change 1,750 $255K
Brown Capital Management LLC 0.01% Reduce -14.5% 1,735 $252K
Moloney Securities Asset Management, LLC 0.03% No change 1,731 $252K
Alta Advisers Ltd 0.09% No change 1,730 $252K
SeaCrest Wealth Management, LLC 0.03% Reduce -26.1% 1,726 $251K
Cary Street Partners Investment Advisory LLC 0.12% Add +18.2% 1,724 $251K
Bey-Douglas LLC 0.15% New 1,705 $248K
Smithbridge Asset Management Inc. 0.04% No change 1,700 $247K
Ameritas Advisory Services, LLC 0.01% Reduce -1.6% 1,697 $247K
Great Lakes Advisors, LLC 0.00% No change 1,691 $246K
Tradition Wealth Management, LLC 0.02% Add +2.5% 1,675 $244K
Measured Wealth Private Client Group, LLC 0.07% No change 1,674 $244K
Mayflower Financial Advisors, LLC 0.03% Add +2.9% 1,673 $243K
King Wealth Management Group 0.03% No change 1,669 $243K
Zhang Financial LLC 0.01% No change 1,666 $242K
Measured Risk Portfolios, Inc. 0.27% Reduce -4.3% 1,663 $242K
Wright Investors Service Inc. 0.07% Add +2.4% 1,661 $242K
ESL Trust Services, LLC 0.05% No change 1,650 $240K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.16% New 1,700 $240K
New Century Financial Group, LLC 0.28% New 1,645 $239K
Vaughan David Investments LLC 0.01% Reduce -15.5% 1,640 $239K
Everpar Advisors LLC 0.11% New 1,642 $239K
Murphy & Mullick Capital Management Corp 0.19% No change 1,648 $238K
Cidel Asset Management Inc. 0.01% No change 1,632 $237K
Bank of New Hampshire 0.06% No change 1,630 $237K
Goelzer Investment Management, Inc. 0.01% No change 1,630 $237K
Code Waechter LLC 0.17% Add +13.8% 1,619 $236K
Chaney Capital Management, Inc. 0.09% No change 1,610 $234K
Investment Advisory Services Inc. /TX 0.08% New 1,609 $234K
BlackDiamond Wealth Management, LLC 0.13% Reduce -0.2% 1,582 $233K
Hardman Johnston Global Advisors LLC 0.01% No change 1,600 $233K
TCFG Wealth Management, LLC 0.11% Reduce -2.1% 1,597 $232K
GoalVest Advisory LLC 0.06% Reduce -2.5% 1,593 $232K
Covestor Ltd 0.14% Reduce -18.5% 1,575 $229K
Quaker Wealth Management, LLC 0.08% — 1,571 $229K
Wilkins Investment Counsel Inc. 0.03% Reduce -18.1% 1,565 $228K
F/m Investments LLC 0.01% Reduce -35.5% 1,562 $227K
Johnson & White Wealth Management, LLC 0.11% No change 1,559 $227K
Bluespring Wealth Management, LLC 0.02% Add +0.3% 1,560 $227K
Woodstock Corp. 0.02% Reduce -2.2% 1,558 $227K
Sig Brokerage, LP 0.06% New 1,554 $226K
Live Oak Private Wealth LLC 0.03% Reduce -0.8% 1,553 $226K
Avestar Capital, LLC 0.02% Reduce -4.3% 1,552 $226K
Madrona Financial Services, LLC 0.05% Reduce -2.6% 1,549 $225K
Allred Capital Management, LLC 0.08% Reduce -4.9% 1,545 $225K
Formidable Asset Management, LLC 0.04% No change 1,456 $225K
Veery Capital, LLC 0.08% No change 1,543 $224K
one8zero8, LLC 0.05% No change 1,540 $224K
Patton Fund Management, Inc. 0.05% New 1,537 $224K
Trek Financial, LLC 0.01% Reduce -8.3% 1,535 $223K
Franklin Street Advisors Inc. 0.01% No change 1,533 $223K
Los Angeles Capital Management LLC 0.00% Reduce -2.8% 1,530 $223K
Wealth Group, Ltd. 0.22% Add +1.5% 1,522 $221K
Bar Harbor Wealth Management 0.01% Reduce -8.8% 1,510 $220K
CVA Family Office, LLC 0.03% Reduce -1.2% 1,507 $219K
Foster Group, Inc. 0.01% Reduce -4.1% 1,501 $218K
Hummer Financial Advisory Services Inc 0.16% No change 1,500 $218K
Glen Eagle Advisors, LLC 0.03% No change 1,500 $218K
Capital Investment Services of America, Inc. 0.02% No change 1,500 $218K
Philadelphia Trust Co. 0.02% No change 1,500 $218K
Members Capital Advisors Inc. 0.25% No change 1,497 $218K
International Private Wealth Advisors LLC 0.19% Reduce -8.6% 1,497 $218K
West Family Investments, Inc. 0.06% New 1,497 $218K
Crestwood Advisors Group, LLC 0.00% Add +0.1% 1,487 $216K
Connecticut Wealth Management, LLC 0.01% No change 1,484 $216K
TFC Financial Management, Inc. 0.03% No change 1,483 $216K
M. Kulyk & Associates, LLC 0.05% No change 1,479 $215K
Hoxton Planning & Management, LLC 0.07% Add +0.1% 1,478 $215K
Vertex Planning Partners, LLC 0.04% No change 1,473 $214K
Wayfinding Financial, LLC 0.10% Reduce -1.9% 1,538 $214K
Washington Trust Advisors, Inc. 0.02% No change 1,470 $214K
Vista Finance, LLC 0.18% No change 1,466 $213K
Valley National Advisers Inc. 0.03% Reduce -0.4% 1,470 $213K
Nicholas Hoffman & Company, LLC. 0.01% New 1,464 $213K
Holos Integrated Wealth LLC 0.13% Reduce -11.9% 1,503 $212K
Bender Robert & Associates 0.05% No change 1,455 $212K
Jaffetilchin Investment Partners, LLC 0.01% Add +0.2% 1,453 $211K
NBW Capital LLC 0.05% Add +6.8% 1,453 $211K
Smithfield Trust Co 0.01% No change 1,450 $211K
Park Place Capital Corp 0.05% Reduce -43.8% 1,431 $211K
L2 Asset Management, LLC 0.03% Add +5.2% 1,446 $210K
Childress Capital Advisors, LLC 0.05% Reduce -3.8% 1,433 $208K
Duncker Streett & Co. Inc. 0.04% Add +0.3% 1,428 $208K
Vest Financial, LLC 0.00% No change 1,427 $208K
United Community Bank 0.07% Reduce -0.2% 1,420 $207K
Gallacher Capital Management LLC 0.10% Reduce -13.4% 1,419 $206K
Creative Financial Designs Inc. 0.01% No change 1,416 $206K
Capital Advisors, Ltd. LLC 0.03% Add +0.1% 1,415 $206K
Charter Oak Capital Management, LLC 0.02% Reduce -0.6% 1,412 $205K
Spire Wealth Management 0.01% Reduce -24.3% 1,408 $205K
Rosenberg Matthew Hamilton 0.05% No change 1,406 $205K
MASTERINVEST Kapitalanlage GmbH 0.02% — 1,406 $205K
Wedgewood Investors Inc. 0.23% No change 1,400 $204K
Newman Dignan & Sheerar, Inc. 0.05% New 1,400 $204K
Advyzon Investment Management, LLC 0.04% New 1,398 $203K
Cassaday & Co Wealth Management LLC 0.01% New 1,395 $203K
Verity Asset Management, Inc. 0.10% Reduce -50.0% 1,393 $203K
AMG National Trust Bank 0.01% No change 1,388 $202K
Quantum Financial Advisors, LLC 0.03% No change 1,377 $200K
Blue Chip Partners, LLC 0.02% New 1,376 $200K
Longboard Asset Management, LP 0.50% No change 1,375 $200K
MCF Advisors LLC 0.01% Add +27.6% 1,370 $199K
Indiana Trust & Investment Management Co 0.07% No change 1,366 $199K
AdvisorNet Financial, Inc 0.01% Reduce -1.9% 1,349 $196K
Tiemann Investment Advisors, LLC 0.08% No change 1,305 $190K
O'Brien Wealth Partners LLC 0.03% Add +0.2% 1,279 $186K
Old Second National Bank of Aurora 0.04% No change 1,266 $184K
Blume Capital Management, Inc. 0.04% No change 1,265 $184K
American National Bank & Trust 0.02% Add +122.4% 1,263 $184K
Hazlett, Burt & Watson, Inc. 0.07% Add +74.0% 1,244 $181K
Goodman Advisory Group, LLC 0.06% No change 1,240 $180K
Parkside Financial Bank & Trust 0.02% Add +15.9% 1,224 $178K
Addison Advisors LLC 0.04% Add +12.6% 1,210 $176K
Louisbourg Investments Inc. 0.04% No change 1,200 $175K
Union Savings Bank 0.08% No change 1,201 $173K
Versant Capital Management, Inc 0.03% Add +0.9% 1,172 $170K
Deseret Mutual Benefit Administrators 0.08% No change 1,148 $167K
Gitterman Wealth Management, LLC 0.04% New 1,125 $163K
Barrett & Company, Inc. 0.06% No change 1,120 $163K
Evergreen Private Wealth LLC 0.07% Reduce -17.6% 1,087 $158K
Putney Financial Group LLC 0.16% Reduce -8.6% 1,070 $156K
Rialto Wealth Management, LLC 0.04% Reduce -0.1% 1,046 $152K
Salem Investment Counselors Inc. 0.00% Reduce -7.0% 1,042 $152K
Centricity Wealth Management, LLC 0.12% No change 1,014 $147K
Sentry Investment Management LLC 0.08% No change 1,017 $147K
Pingora Partners LLC 0.11% No change 1,000 $145K
Cromwell Holdings LLC 0.09% Add +4.0% 985 $143K
Morton Brown Family Wealth, LLC 0.04% No change 985 $143K
Delta Asset Management LLC 0.01% No change 968 $141K
Hollencrest Capital Management 0.01% No change 964 $140K
LGT Financial Advisors LLC 0.35% Add +0.3% 955 $139K
MUFG Securities EMEA plc 0.01% New 944 $137K
Mascoma Wealth Management LLC 0.03% Add +0.2% 916 $133K
Vestor Capital, LLC 0.01% Add +94.9% 1,345 $132K
Blue Bell Private Wealth Management, LLC 0.02% Add +909.1% 888 $129K
Logan Capital Management Inc. 0.01% No change 884 $129K
Operose Advisors LLC 0.04% No change 870 $127K
SOA Wealth Advisors, LLC. 0.02% Add +0.6% 860 $125K
CYBER HORNET ETFs LLC 0.09% New 829 $121K
Cohen & Steers, Inc. 0.00% No change 807 $117K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 800 $116K
Optimum Investment Advisors 0.05% No change 750 $109K
Elevation Point Wealth Partners, LLC 0.01% New 746 $109K
Asset Dedication, LLC 0.01% No change 711 $103K
Catalyst Capital Advisors LLC 0.00% Reduce -16.5% 673 $98K
Parvin Asset Management, LLC 0.10% No change 670 $97K
Dagco, Inc. 0.03% Add +0.6% 648 $94K
Boyd Watterson Asset Management LLC 0.03% Reduce -17.6% 643 $94K
Security National Bank 0.02% No change 640 $93K
Missouri Trust & Investment Co 0.03% Reduce -15.5% 637 $93K
Loomis Sayles & Co. L P 0.00% Reduce -46.3% 631 $92K
Rothschild Investment LLC 0.01% Add +1.1% 625 $91K
Hantz Financial Services, Inc. 0.00% Add +51.7% 619 $90K
General Partner, Inc. 0.05% No change 618 $90K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -11.5% 610 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +29.4% 603 $88K
Canton Hathaway, LLC 0.02% No change 586 $85K
SBI Securities Co., Ltd. 0.00% Reduce -5.2% 583 $85K
Darwin Wealth Management, LLC 0.03% Add +0.3% 569 $83K
Ofi Invest Asset Management 0.00% Add +31.1% 666 $83K
Zions Bancorporation, National Association 0.00% Reduce -97.5% 564 $82K
North Capital, Inc. 0.07% No change 551 $80K
Monetary Management Group Inc. 0.02% No change 550 $80K
West Branch Capital LLC 0.02% Reduce -0.2% 541 $79K
Atticus Wealth Management, LLC 0.02% No change 520 $76K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 504 $73K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -28.6% 500 $73K
Intact Investment Management Inc. 0.00% New 500 $73K
Paradigm Asset Management Co. LLC 0.02% No change 497 $72K
Briaud Financial Planning Inc 0.03% No change 500 $72K
Crowley Wealth Management, Inc. 0.06% No change 487 $71K
Salomon & Ludwin, LLC 0.01% No change 475 $69K
Opal Wealth Advisors, LLC 0.02% Reduce -10.0% 476 $69K
Grove Bank & Trust 0.01% Reduce -21.6% 453 $66K
Tradewinds Capital Management, LLC 0.02% No change 450 $65K
Foster Dykema Cabot & Partners, LLC 0.00% No change 435 $63K
Beacon Capital Management, LLC 0.01% Add +5.8% 434 $63K
TCTC Holdings, LLC 0.00% No change 426 $62K
Aster Capital Management (DIFC) Ltd 0.01% New 425 $62K
Armstrong Advisory Group, Inc. 0.00% No change 424 $62K
Cheviot Value Management, LLC 0.01% No change 432 $61K
AlphaQuest LLC 0.01% New 419 $61K
New England Capital Financial Advisors LLC 0.03% Add +0.7% 408 $59K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.5% 405 $59K
DecisionPoint Financial, LLC 0.01% Add +0.8% 397 $59K
Investors Research Corp 0.01% No change 400 $58K
Golden State Wealth Management, LLC 0.01% No change 396 $58K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -2.5% 390 $57K
TruNorth Capital Management, LLC 0.01% Reduce -28.6% 388 $56K
Richardson Financial Services Inc. 0.04% No change 380 $56K
Bogart Wealth, LLC 0.00% Add +32.5% 379 $55K
Sittner & Nelson, LLC 0.02% No change 378 $55K
Ogorek Anthony Joseph /NY/ 0.02% Add +2.4% 378 $55K
Clearstead Trust, LLC 0.01% Add +5.3% 377 $55K
Front Row Advisors LLC 0.02% No change 376 $55K
First Community Trust NA 0.04% No change 371 $54K
ORG Partners LLC 0.01% Add +10.0% 362 $53K
Nova Wealth Management, Inc. 0.04% Add +47.8% 362 $53K
Castleark Management LLC 0.00% No change 360 $52K
Toth Financial Advisory Corp. 0.01% No change 357 $52K
Hemington Wealth Management 0.01% Add +10.4% 351 $51K
Itau Unibanco Holding S.A. 0.00% Reduce -9.7% 334 $49K
Cedar Mountain Advisors, LLC 0.01% Add +0.9% 329 $48K
Peoples Financial Services Corp. 0.02% Reduce -2.5% 316 $46K
Princeton Global Asset Management LLC 0.01% No change 315 $46K
Tidemark, LLC 0.01% No change 311 $45K
Mark Sheptoff Financial Planning, LLC 0.02% No change 300 $44K
CNB Bank 0.02% No change 300 $44K
Bellevue Asset Management, LLC 0.02% No change 298 $43K
Fortis Group Advisors, LLC 0.01% No change 298 $43K
Whipplewood Advisors, LLC 0.02% Add +94.0% 293 $43K
DHJJ Financial Advisors, Ltd. 0.01% No change 286 $42K
Aventura Private Wealth, LLC 0.02% No change 285 $42K
BankPlus Trust Department 0.01% No change 280 $41K
Evolution Advisers, Inc. 0.02% No change 275 $40K
GPS Wealth Strategies Group, LLC 0.00% Add +40.6% 263 $38K
Valued Wealth Advisors LLC 0.02% Add +1.9% 262 $38K
JFS Wealth Advisors, LLC 0.00% Add +0.8% 260 $38K
Asset Planning,Inc 0.03% No change 255 $37K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $36K
Prestige Wealth Management Group LLC 0.01% No change 235 $34K
CarsonAllaria Wealth Management, Ltd. 0.02% Reduce -1.7% 230 $33K
Medallion Wealth Advisors, LLC 0.01% No change 225 $33K
MV Capital Management, Inc. 0.00% Add +0.4% 228 $33K
Tsfg, LLC 0.01% Add +0.4% 230 $33K
Alpine Bank Wealth Management 0.00% No change 223 $32K
MorganRosel Wealth Management, LLC 0.01% No change 220 $32K
Stuart Chaussee & Associates, Inc. 0.01% No change 220 $32K
Consultiva Wealth Management, Corp. 0.10% No change 219 $32K
Transce3nd, LLC 0.01% No change 216 $31K
NewSquare Capital LLC 0.00% Add +83.8% 215 $31K
Westside Investment Management, Inc. 0.01% Add +29.7% 214 $31K
Quarry LP 0.01% Reduce -8.1% 204 $30K
Hopwood Financial Services, Inc. 0.02% Reduce -60.0% 200 $29K
Millstone Evans Group, LLC 0.02% Reduce -17.1% 194 $28K
Cedar Wealth Management, LLC 0.01% No change 167 $24K
Bell Investment Advisors, Inc 0.00% Add +6.6% 161 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $23K
West Oak Capital, LLC 0.01% No change 160 $23K
Founders Capital Management 0.01% No change 157 $23K
Lantern Wealth Advisors, LLC 0.01% — 17,282 $22K
Tortoise Investment Management, LLC 0.00% Add +10.7% 145 $21K
Ameriflex Group, Inc. 0.01% No change 149 $21K
Pittenger & Anderson Inc. 0.00% No change 143 $21K
Stephens Consulting, LLC 0.00% Reduce -11.3% 141 $21K
Fiduciary Wealth Partners, LLC 0.02% Reduce -95.1% 139 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 147 $20K
Redwood Park Advisors LLC 0.01% Add +0.8% 131 $19K
Garde Capital, Inc. 0.00% No change 127 $18K
Advantage Trust Co 0.01% No change 126 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 126 $18K
TOWER TRUST & INVESTMENT Co 0.01% No change 126 $18K
First Pacific Financial 0.00% No change 124 $18K
Cape Investment Advisory, Inc. 0.01% Add +0.8% 119 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.02% No change 118 $17K
N.E.W. Advisory Services LLC 0.00% No change 116 $17K
Piscataqua Savings Bank 0.01% No change 113 $16K
Fortitude Family Office, LLC 0.01% Reduce -44.7% 109 $16K
Solstein Capital, LLC 0.01% Add +18.7% 108 $16K
Sachetta, LLC 0.01% Add +10.3% 107 $16K
Private Wealth Management Group, LLC 0.01% Add +81.4% 107 $16K
Banque Transatlantique SA 0.00% No change 100 $15K
Slocum, Gordon & Co LLP 0.01% No change 100 $15K
AllSquare Wealth Management LLC 0.01% No change 100 $15K
Park Square Financial Group, LLC 0.01% No change 98 $14K
Roxbury Financial LLC 0.01% Add +1.0% 98 $14K
Strategic Wealth Partners, Ltd. 0.00% — 92 $13K
Red Tortoise LLC 0.01% No change 85 $12K
Sound Income Strategies, LLC 0.00% Reduce -91.3% 84 $12K
Painted Porch Advisors LLC 0.00% No change 82 $12K
Cornerstone Planning Group LLC 0.00% Reduce -15.2% 84 $12K
Lowe Wealth Advisors, LLC 0.00% No change 80 $12K
Evermay Wealth Management LLC 0.00% No change 80 $12K
Dunhill Financial, LLC 0.00% Reduce -1.3% 77 $11K
Ancora Advisors LLC 0.00% No change 76 $11K
Activest Wealth Management 0.00% Reduce -28.2% 74 $11K
Global X Japan Co., Ltd. 0.00% New 74 $11K
DT Investment Partners, LLC 0.00% No change 73 $11K
Main Street Group, LTD 0.00% No change 71 $10K
Kozak & Associates, Inc. 0.00% Reduce -36.6% 71 $10K
Creative Capital Management Investments LLC 0.00% No change 70 $10K
CGC Financial Services, LLC 0.00% No change 70 $10K
Howard Hughes Medical Institute 0.00% New 69 $10K
1248 Management, LLC 0.00% No change 69 $10K
Concord Wealth Partners 0.00% No change 69 $10K
Adirondack Trust Co. 0.00% No change 69 $10K
Hughes Financial Services, LLC 0.00% Reduce -21.7% 72 $10K
Keener Financial Planning LLC 0.01% No change 69 $10K
Avion Wealth 0.00% Reduce -71.0% 71 $10K
Sierra Ocean, LLC 0.01% Add +52.5% 61 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +11.5% 58 $8K
True Wealth Design, LLC 0.00% Add +44.7% 55 $8K
Fourth Dimension Wealth, LLC 0.00% No change 50 $7K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -20.6% 50 $7K
Aventus Investment Advisors, Inc. 0.01% — 49 $7K
Meeder Asset Management Inc. 0.00% Reduce -63.8% 46 $7K
Pineridge Advisors LLC 0.00% No change 44 $6K
NFSG Corp 0.00% No change 43 $6K
Kiker Wealth Management, LLC 0.00% Reduce -34.4% 42 $6K
Wealth Preservation Advisors, LLC 0.00% No change 41 $6K
Iron Horse Wealth Management, LLC 0.00% No change 41 $6K
Raffa Wealth Management, LLC 0.00% No change 40 $6K
Copia Wealth Management 0.00% No change 39 $6K
Manchester Capital Management LLC 0.00% Reduce -2.5% 39 $6K
Kilter Group LLC 0.00% New 38 $6K
JNBA Financial Advisors 0.00% No change 36 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 34 $5K
HHM Wealth Advisors, LLC 0.00% Reduce -12.8% 34 $5K
Abound Wealth Management 0.00% No change 33 $5K
Evolution Wealth Management Inc. 0.01% — 33 $5K
Global Trust Asset Management, LLC 0.00% No change 33 $5K
Tower View Wealth Management LLC 0.00% Add +3.1% 33 $5K
Friedenthal Financial 0.00% New 32 $5K
Delos Wealth Advisors, LLC 0.00% New 31 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.3% 31 $5K
FSA Wealth Management LLC 0.00% No change 31 $5K
Olistico Wealth, LLC 0.00% New 29 $4K
WealthTrak Capital Management LLC 0.00% Reduce -87.8% 27 $4K
Bare Financial Services, Inc 0.00% Add +333.3% 26 $4K
Altshuler Shaham Ltd 0.00% Add +4.0% 26 $4K
Colonial Trust Advisors 0.00% No change 25 $4K
Clark Wealth Partners 0.00% Add +33.3% 24 $3K
Highline Wealth Partners LLC 0.00% Reduce -7.7% 24 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 24 $3K
Longfellow Investment Management Co. LLC 0.00% No change 23 $3K
Burkett Financial Services, LLC 0.00% No change 22 $3K
Lummis Asset Management, LP 0.00% No change 22 $3K
GFG Capital, LLC 0.00% New 22 $3K
Semmax Financial Advisors Inc. 0.00% No change 22 $3K
Horizon Financial Services, LLC 0.00% Add +75.0% 21 $3K
Centerpoint Advisors, LLC 0.00% New 21 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
Binnacle Investments Inc 0.00% Add +500.0% 18 $3K
Global Wealth Strategies & Associates 0.00% No change 17 $2K
Physician Wealth Advisors, Inc. 0.00% New 16 $2K
1620 Investment Advisors, Inc. 0.00% No change 16 $2K
Raleigh Capital Management Inc. 0.00% Reduce -99.6% 16 $2K
Financial Network Wealth Advisors LLC 0.00% No change 15 $2K
Pacifica Partners Inc. 0.00% New 15 $2K
Minot DeBlois Advisors LLC 0.00% No change 14 $2K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 14 $2K
Aspect Partners, LLC 0.00% No change 14 $2K
YANKCOM Partnership 0.00% New 14 $2K
Stone House Investment Management, LLC 0.00% New 14 $2K
WPG Advisers, LLC 0.00% Add +85.7% 13 $2K
WealthCollab, LLC 0.00% No change 13 $2K
Total Investment Management Inc. 0.00% New 12 $2K
SJS Investment Consulting Inc. 0.00% Reduce -38.9% 11 $2K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% Add +150.0% 10 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 10 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $1K
Parkworth Wealth Management, Inc. 0.00% Add +60.0% 8 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 8 $1K
S&T Bank 0.00% New 8 $1K
First Command Advisory Services, Inc. 0.00% No change 8 $1K
Winthrop Capital Management, LLC 0.00% No change 8 $1K
Rakuten Securities, Inc. 0.00% Reduce -64.7% 6 $873
Nvwm, LLC 0.00% Reduce -16.7% 5 $727
Leonteq Securities AG 0.00% Reduce -80.8% 5 $727
Essential Partners LLC 0.00% — 4 $582
Crewe Advisors LLC 0.00% New 4 $582
Quest 10 Wealth Builders, Inc. 0.00% Reduce -57.1% 3 $486
ROSS\JOHNSON & Associates LLC 0.01% No change 3 $436
Bellwether Advisors, LLC 0.00% No change 3 $436
State of Wyoming 0.00% Reduce -57.1% 3 $436
High Note Wealth, LLC 0.00% No change 1 $145

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