Parker HannifinPH

13F holders, Q1 2025 (March 31)
1,599holders −37
109new positions
135sold out
6famous investors
$607.05avg. 13F price*

At the end of Q1 2025, 1,599 institutions reported holding Parker Hannifin Corp. (PH) in their 13F filings, down 37 from Q4 2024. 109 opened new positions and 135 sold out. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock, Inc. ($5.9B) and State Street Corp. ($5.9B). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Parker Hannifin Corp.
Sector
Industrials
CUSIP
701094104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions109$184.4M
Exits135$385.8M

All 13F filers, Q4 2024 → Q1 2025: 7,459,242 shares bought and 5,984,493 shares sold, net +1,474,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,599 holders

Vanguard Group Inc. 0.12% Add +1.6% 11,023,764 $6.7B
BlackRock, Inc. 0.12% Add +5.5% 9,724,770 $5.9B
State Street Corp. 0.24% Reduce -1.1% 9,701,344 $5.9B
Bank of America Corp. 0.22% Add +4.4% 4,020,398 $2.4B
FMR LLC 0.13% Reduce -6.6% 3,291,756 $2.0B
Aristotle Capital Management, LLC 3.75% Reduce -3.1% 3,093,332 $1.9B
Geode Capital Management, LLC 0.13% Add +4.1% 2,786,537 $1.7B
T. Rowe Price Associates Inc. 0.18% Add +52.6% 2,443,104 $1.5B
Invesco Ltd. 0.27% Reduce -7.9% 2,304,701 $1.4B
Morgan Stanley 0.10% Reduce -3.7% 2,184,988 $1.3B
Ameriprise Financial Inc. 0.35% Reduce -3.3% 2,101,774 $1.3B
JPMorgan Chase & Co. 0.10% Add +9.2% 2,060,700 $1.3B
Wellington Management Group LLP 0.24% Add +11.6% 2,009,250 $1.2B
Royal Bank of Canada 0.26% Reduce -17.4% 1,879,752 $1.1B
UBS Group AG 0.23% Add +73.6% 1,688,083 $1.0B
Norges Bank 0.14% Reduce -5.7% 1,639,717 $996.7M
Capital World Investors 0.16% Add +147.4% 1,626,481 $988.7M
Charles Schwab Investment Management Inc. 0.18% Add +0.8% 1,594,347 $969.1M
Nuveen, LLC 0.28% — 1,535,065 $933.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.08% Reduce -25.4% 1,503,223 $913.7M
Northern Trust Corp. 0.12% Add +2.4% 1,377,816 $837.5M
Alphinity Investment Management Pty Ltd 5.29% Add +52.0% 1,285,334 $781.3M
Franklin Resources Inc. 0.20% Add +23.6% 1,126,488 $684.7M
Goldman Sachs Group Inc. 0.11% Add +23.8% 996,738 $605.9M
Wells Fargo & Company 0.14% Add +4.9% 940,930 $571.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +6.2% 919,314 $558.8M
Baird Financial Group, Inc. 0.99% Add +5.6% 846,899 $514.8M
Bank of New York Mellon Corp 0.10% Reduce -0.1% 827,135 $502.8M
Envestnet Asset Management Inc. 0.16% Add +17.6% 795,233 $483.4M
Schroder Investment Management Group 0.48% Reduce -3.0% 787,910 $473.9M
Legal & General Group Plc 0.12% Add +1.0% 740,419 $450.1M
Dimensional Fund Advisors LP 0.11% Add +0.3% 696,145 $423.1M
Bank of Montreal 0.22% Reduce -3.3% 671,288 $408.0M
Pictet Asset Management Holding SA 0.44% Add +17.1% 652,144 $396.4M
Holocene Advisors, LP 1.15% Add +37.5% 640,678 $389.4M
C WorldWide Group Holding A/S 4.82% Reduce -0.9% 639,005 $388.4M
Principal Financial Group Inc. 0.21% Reduce -10.5% 625,980 $380.5M
Kestra Advisory Services, LLC 1.78% Reduce -0.6% 604,387 $367.4M
Voya Investment Management LLC 0.44% Reduce -1.8% 548,351 $333.0M
Deutsche Bank AG 0.13% Reduce -9.5% 539,237 $327.8M
Keybank National Association 1.17% Reduce -4.7% 482,017 $293.0M
Fisher Asset Management 0.12% Add +6.1% 472,812 $287.4M
Lord, Abbett & Co. LLC 1.05% Reduce -6.4% 464,509 $282.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.60% Reduce -9.0% 462,854 $281.3M
Amundi 0.10% Reduce -6.0% 501,392 $279.1M
DekaBank Deutsche Girozentrale 0.54% Reduce -0.6% 466,791 $277.5M
AMF Tjanstepension AB 1.87% Reduce -10.2% 416,384 $253.1M
Boston Partners 0.30% Reduce -28.8% 412,938 $251.0M
Loomis Sayles & Co. L P 0.34% Reduce -25.1% 384,178 $233.5M
Alliancebernstein L.P. 0.08% Add +16.5% 373,881 $227.3M
Swiss National Bank 0.16% Reduce -0.1% 363,000 $220.6M
Assenagon Asset Management S.A. 0.39% Reduce -18.6% 356,638 $216.8M
OMERS ADMINISTRATION Corp 1.66% Reduce -0.2% 311,708 $189.5M
Jennison Associates LLC 0.13% Reduce -5.7% 308,098 $187.3M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +0.4% 292,299 $177.7M
National Pension Service 0.17% Add +8.9% 289,509 $176.0M
PNC Financial Services Group, Inc. 0.09% Add +2.3% 287,722 $174.9M
Mackenzie Financial Corp. 0.24% Add +0.9% 277,498 $168.7M
Barclays PLC 0.08% Add +43.3% 275,458 $167.4M
Raymond James Financial Inc. 0.06% Reduce -0.5% 275,059 $167.2M
Stifel Financial Corp. 0.17% Reduce -1.4% 261,737 $159.1M
American Century Companies Inc. 0.10% Add +3.3% 256,249 $155.8M
Rhumbline Advisers 0.14% Add +1.9% 246,207 $149.7M
Swedbank AB 0.20% Add +54.4% 244,002 $148.3M
Corient Private Wealth LP 0.23% Add +13.3% 235,419 $143.1M
Manufacturers Life Insurance Company, The 0.14% Reduce -32.0% 234,821 $142.7M
NorthCoast Asset Management LLC 0.72% Reduce -1.9% 234,805 $142.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +11.9% 234,065 $142.3M
Citigroup Inc. 0.11% Add +182.9% 228,836 $139.1M
HSBC Holdings PLC 0.09% Reduce -3.6% 225,538 $136.6M
BNP Paribas Financial Markets 0.10% Reduce -15.2% 221,061 $134.4M
Sei Investments Co. 0.17% Reduce -6.7% 217,087 $132.0M
Clark Capital Management Group, Inc. 0.94% Reduce -2.3% 216,380 $131.5M
Thrivent Financial for Lutherans 0.29% Add +477.6% 213,952 $130.1M
Great Lakes Advisors, LLC 1.14% Reduce -1.5% 208,962 $127.0M
Homestead Advisers Corp 3.10% Reduce -8.1% 208,480 $126.7M
California Public Employees Retirement System 0.09% Reduce -2.0% 208,402 $126.7M
Public Sector Pension Investment Board 0.54% Reduce -4.9% 206,905 $125.8M
Zacks Investment Management 1.17% Add +1.6% 206,585 $125.6M
California State Teachers Retirement System 0.15% Reduce -0.5% 201,620 $122.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.18% Add +10.5% 209,552 $121.7M
Clearbridge Investments, LLC 0.11% Reduce -6.3% 199,881 $121.5M
Congress Asset Management Co. 0.87% Add +0.5% 191,608 $116.5M
Natixis Advisors, LLC 0.21% Add +1.1% 188,544 $114.6M
Carmignac Gestion 1.83% Add +28.4% 183,409 $111.5M
Panagora Asset Management Inc. 0.53% Add +0.4% 173,977 $105.8M
Canada Pension Plan Investment Board 0.10% Add +37.1% 170,587 $103.7M
CIBC Private Wealth Group LLC 0.21% Reduce -15.0% 193,282 $101.6M
New York State Common Retirement Fund 0.15% Reduce -0.8% 164,490 $100.0M
Ferguson Wellman Capital Management, Inc. 1.92% Add +1.5% 162,454 $98.7M
Fifth Third Bancorp 0.37% Add +7.4% 160,853 $97.8M
Truist Financial Corp. 0.16% Add +4.0% 160,224 $97.4M
Nordea Investment Management AB 0.10% Reduce -16.4% 162,176 $96.3M
Employees Retirement System of Texas 1.05% Add +10.3% 157,869 $96.0M
TD Asset Management Inc 0.09% Add +5.5% 154,186 $93.7M
Huntington National Bank 0.90% Reduce -4.5% 153,083 $93.1M
Qube Research & Technologies Ltd 0.14% Reduce -40.1% 150,612 $91.5M
B. Metzler seel. Sohn & Co. AG 0.92% Add +1425.8% 146,314 $88.9M
Groupama Asset Managment 1.81% Add +3.7% 147,851 $88.9M
Commerce Bank 0.55% Add +1.0% 142,476 $86.6M
FIL Ltd 0.08% Add +5.2% 139,694 $84.9M
King Luther Capital Management Corp. 0.39% Reduce -0.9% 138,408 $84.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.38% Reduce -65.8% 137,495 $83.6M
Balyasny Asset Management L.P. 0.21% Reduce -29.8% 134,771 $81.9M
LPL Financial LLC 0.03% Add +12.0% 133,138 $80.9M
Glenmede Trust Co. NA 0.42% Reduce -2.4% 127,189 $77.3M
Ceredex Value Advisors LLC 1.67% Add +65.8% 125,493 $76.3M
Artemis Investment Management LLP 1.17% Reduce -8.4% 125,322 $76.2M
State Board of Administration of Florida Retirement System 0.15% No change 123,689 $75.2M
Rockefeller Capital Management L.P. 0.19% Add +14.1% 123,566 $75.1M
Madison Asset Management, LLC 0.83% Reduce -1.6% 123,118 $74.8M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -49.5% 117,468 $71.4M
Korea Investment CORP 0.17% Add +14.1% 114,449 $69.6M
Royal London Asset Management Ltd. 0.16% Add +113.9% 113,637 $69.1M
Cartenna Capital, LP 5.39% Reduce -27.9% 110,000 $66.9M
New York State Teachers Retirement System 0.15% Reduce -5.0% 107,235 $65.2M
Aberdeen Group plc 0.12% Add +129.4% 106,295 $63.6M
National Bank of Canada 0.07% Add +21.2% 103,220 $62.7M
Lazard Freres Gestion S.A.S. 1.47% Reduce -57.8% 99,133 $60.3M
Allianz Asset Management GmbH 0.09% Reduce -34.5% 98,509 $59.9M
Fullerton Fund Management Co Ltd. 3.81% New 97,690 $59.4M
Citadel Advisors 0.06% Reduce -68.9% 97,346 $59.2M
Los Angeles Capital Management LLC 0.26% Reduce -2.3% 96,879 $58.9M
Bowen Hanes & Co. Inc. 1.60% Add +17.3% 94,840 $57.6M
AXA S.A. 0.19% Add +16.8% 94,448 $57.4M
Teachers Retirement System of the State of Kentucky 0.52% Add +5.0% 94,056 $57.2M
Macquarie Group Ltd. 0.07% Reduce -6.4% 91,511 $55.6M
Moran Wealth Management, LLC 1.78% Reduce -3.6% 87,338 $53.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -4.5% 87,107 $52.9M
1832 Asset Management L.P. 0.10% Reduce -37.0% 84,520 $51.4M
Russell Investments Group, Ltd. 0.07% Reduce -2.6% 83,801 $50.9M
Retirement Systems of Alabama 0.20% Reduce -1.0% 83,362 $50.7M
Prudential Financial Inc. 0.07% Add +10.1% 83,070 $50.5M
Aviva PLC 0.12% Add +40.4% 82,455 $50.1M
US Bancorp \de 0.06% Add +3.6% 79,582 $48.4M
APG Asset Management N.V. 0.15% Reduce -5.0% 85,252 $48.0M
Gateway Investment Advisers LLC 0.53% Add +0.4% 75,247 $45.7M
Danske Bank A/S 0.14% Add +0.8% 74,672 $45.4M
State of Wisconsin Investment Board 0.12% Reduce -1.6% 73,639 $44.8M
CANADA LIFE ASSURANCE Co 0.08% Reduce -0.5% 72,833 $44.3M
Tocqueville Asset Management L.P. 0.72% Reduce -0.0% 72,721 $44.2M
Neuberger Berman Group LLC 0.04% Add +8.3% 72,174 $43.9M
Toronto Dominion Bank 0.11% Add +6.2% 71,690 $43.6M
HighTower Advisors, LLC 0.06% Reduce -25.7% 70,634 $42.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +4.0% 69,959 $42.5M
Chilton Investment Co. Inc. 1.02% Add +7340.1% 68,449 $41.6M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -0.0% 67,775 $41.2M
Todd Asset Management LLC 0.97% Add +0.1% 67,662 $41.1M
Port Capital LLC 1.84% Reduce -0.3% 66,898 $40.7M
Smith Group Asset Management, LLC 3.02% Add +4.6% 66,356 $40.3M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -0.6% 64,981 $39.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +4.3% 63,815 $38.8M
Cetera Investment Advisers 0.07% Add +21.3% 61,373 $37.3M
Danica Pension, Livsforsikringsaktieselskab 0.73% Reduce -21.8% 60,755 $36.9M
First Long Island Investors, LLC 3.04% Reduce -8.7% 60,718 $36.9M
OP Asset Management Ltd 0.62% — 60,147 $36.6M
DNB Asset Management AS 0.17% Reduce -1.0% 59,762 $36.3M
Candriam S.C.A. 0.23% Add +0.6% 59,701 $36.3M
Clear Harbor Asset Management, LLC 2.87% Reduce -0.0% 59,515 $36.2M
Deprince Race & Zollo Inc. 0.74% Reduce -2.0% 58,955 $35.8M
Treasurer of the State of North Carolina 0.14% Add +4.0% 58,556 $35.6M
Union Bancaire Privee, UBP SA 0.68% Add +10.5% 58,876 $34.6M
BNP Paribas 1.43% Reduce -2.9% 56,930 $34.5M
Eastern Bank 0.68% Add +18.1% 56,707 $34.5M
Cerity Partners LLC 0.07% Reduce -1.0% 56,430 $34.3M
Main Street Research LLC 2.18% Add +2.9% 54,903 $33.4M
Federated Hermes, Inc. 0.07% Add +1.6% 54,892 $33.4M
Asset Management One Co., Ltd. 0.11% Add +6.7% 54,325 $33.0M
NorthCrest Asset Manangement, LLC 0.99% Reduce -8.4% 53,908 $32.8M
Comerica Bank 0.14% Reduce -4.7% 53,251 $32.4M
Pacific Heights Asset Management LLC 2.19% Reduce -32.0% 53,000 $32.2M
Public Employees Retirement System of Ohio 0.12% Reduce -3.0% 52,951 $32.2M
Burney Co./ 1.17% Reduce -4.6% 52,689 $32.0M
MML Investors Services, LLC 0.11% Add +108.3% 52,481 $31.9M
Sequoia Financial Advisors, LLC 0.24% Add +1.1% 50,776 $30.9M
STRS Ohio 0.13% Reduce -22.1% 50,255 $30.5M
Marex Group Ltd 0.58% No change 50,000 $30.4M
Baker Avenue Asset Management, LP 0.95% Reduce -0.6% 49,848 $30.3M
Allspring Global Investments Holdings, LLC 0.05% Reduce -12.8% 49,432 $30.1M
Minneapolis Portfolio Management Group, LLC 4.12% Reduce -1.4% 48,820 $29.7M
Waratah Capital Advisors Ltd. 1.99% Add +53.0% 47,952 $29.1M
Lansforsakringar Fondforvaltning AB (publ) 0.18% Reduce -3.9% 47,736 $29.0M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -5.9% 47,674 $29.0M
State of Tennessee, Department of Treasury 0.11% Reduce -1.8% 47,514 $28.9M
Janney Montgomery Scott LLC 0.08% Reduce -1.5% 46,476 $28.3M
CW Advisors, LLC 0.34% Add +1.2% 46,353 $28.2M
KBC Group NV 0.09% Reduce 0.0% 45,483 $27.6M
Commonwealth Equity Services, LLC 0.04% Add +2.9% 45,321 $27.5M
Zimmer Partners, LP 0.55% Add +5.9% 45,000 $27.4M
UMB Bank, n.a. 0.44% Reduce -23.6% 44,030 $26.8M
KLP Kapitalforvaltning As 0.13% Add +1.6% 43,993 $26.7M
AQR Capital Management 0.03% Reduce -35.5% 45,238 $26.5M
Storebrand Asset Management As 0.09% Reduce -6.1% 43,314 $26.3M
Victory Capital Management Inc. 0.03% Reduce -47.5% 43,086 $26.2M
State of New Jersey Common Pension Fund D 0.12% Reduce -9.5% 42,665 $25.9M
Sanctuary Advisors, LLC 0.18% Reduce -2.5% 42,443 $25.8M
M&T Bank Corp 0.09% Reduce -11.7% 42,397 $25.8M
Credit Agricole S A 0.10% Add +6.2% 41,955 $25.5M
Nisa Investment Advisors, LLC 0.13% Reduce -0.2% 41,565 $25.3M
Bahl & Gaynor LLC 0.13% New 41,526 $25.2M
Wilkinson Global Asset Management LLC 1.58% Add +3.1% 41,481 $25.2M
O'shaughnessy Asset Management, LLC 0.20% Add +11.5% 41,453 $25.2M
Calamos Advisors LLC 0.17% Add +0.4% 40,831 $24.8M
Resona Asset Management Co.,Ltd. 0.14% Add +8.0% 40,458 $24.6M
Daiwa Securities Group Inc. 0.10% Add +9.1% 40,093 $24.4M
Hantz Financial Services, Inc. 0.43% Reduce -2.4% 39,817 $24.2M
Community Trust & Investment Co. 1.54% Add +0.2% 39,719 $24.1M
Nomura Asset Management Co. Ltd. 0.07% Add +4.5% 39,687 $24.1M
Arizona State Retirement System 0.15% Add +1.8% 37,776 $23.0M
Howard Capital Management Group, LLC 1.78% Add +2.1% 37,566 $22.8M
Adams Diversified Equity Fund, Inc. 0.90% Add +5.7% 37,300 $22.7M
Walleye Capital LLC 0.28% Reduce -58.3% 37,120 $22.6M
Creative Planning 0.02% Add +25.3% 37,028 $22.5M
Forsta Ap-Fonden 0.17% Add +1.7% 36,200 $22.0M
Susquehanna International Group, LLP 0.04% Reduce -31.9% 35,741 $21.7M
Banco Santander, S.A. 0.24% Add +70.2% 35,645 $21.7M
Assetmark, Inc. 0.06% Add +59.6% 35,142 $21.4M
Ofi Invest Asset Management 0.56% Reduce -27.3% 37,923 $21.3M
State of Michigan Retirement System 0.12% No change 34,896 $21.2M
Badgley Phelps Wealth Managers, LLC 0.49% Add +1.5% 33,536 $20.4M
Mariner, LLC 0.03% Reduce -2.3% 33,501 $20.4M
MetLife Investment Management, LLC 0.11% Reduce -1.8% 33,432 $20.3M
Aware Super Pty Ltd as trustee of Aware Super 0.34% No change 33,112 $20.1M
Citizens Financial Group Inc. 0.40% Add +10.6% 32,935 $20.0M
SouthState Bank Corp 0.91% Add +5.9% 32,753 $19.9M
Van Lanschot Kempen Investment Management N.V. 0.21% Add +2.7% 32,631 $19.8M
Wesbanco Bank Inc. 0.68% Add +4.5% 32,335 $19.7M
Covea Finance 0.90% Reduce -3.2% 32,267 $19.6M
United Capital Financial Advisors, LLC 0.17% Reduce -1.3% 31,653 $19.2M
SG Americas Securities, LLC 0.07% Add +27.2% 31,011 $18.9M
Janus Henderson Group PLC 0.01% Add +2.3% 31,091 $18.7M
Raub Brock Capital Management LP 4.15% Reduce -8.8% 30,547 $18.6M
Corebridge Financial, Inc. 0.11% Reduce -3.8% 30,529 $18.6M
Czech National Bank 0.16% Add +6.0% 29,575 $18.0M
HM Payson & Co. 0.31% Reduce 0.0% 29,491 $17.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +7.6% 29,447 $17.9M
Marble Harbor Investment Counsel, LLC 1.99% Reduce -0.9% 29,101 $17.7M
Tairen Capital Ltd 1.15% New 28,700 $17.4M
Dana Investment Advisors, Inc. 0.62% Reduce -9.9% 28,663 $17.4M
Segment Wealth Management, LLC 1.17% Add +0.1% 28,345 $17.2M
Woodline Partners LP 0.11% Reduce -61.0% 28,206 $17.1M
Aristotle Atlantic Partners, LLC 0.57% No change 28,000 $17.0M
ASR Vermogensbeheer N.V. 0.25% — 27,926 $17.0M
Tiaa Trust, National Association 0.05% Add +5.5% 27,904 $17.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.7% 27,797 $16.9M
Tyler-Stone Wealth Management 2.99% Add +0.9% 27,401 $16.7M
Pathstone Holdings, LLC 0.07% Add +52.9% 27,196 $16.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -3.0% 27,174 $16.5M
Clifford Swan Investment Counsel LLC 0.60% Reduce -0.1% 26,662 $16.2M
Kanawha Capital Management LLC 1.20% Reduce -0.5% 25,507 $15.5M
Amalgamated Bank 0.13% Add +0.9% 25,488 $15.5M
Running Oak Capital LLC 1.85% Add +7.5% 25,263 $15.4M
Fuller & Thaler Asset Management, Inc. 0.06% Add +14.8% 25,242 $15.3M
Bank of Nova Scotia 0.03% Reduce -58.6% 24,916 $15.1M
First Trust Advisors LP 0.01% Reduce -36.3% 24,883 $15.1M
Freestone Grove Partners LP 0.16% Reduce -69.7% 24,797 $15.1M
Teacher Retirement System of Texas 0.06% Reduce -20.3% 24,790 $15.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -52.1% 24,616 $15.0M
Daymark Wealth Partners, LLC 0.63% Add +0.5% 24,200 $14.7M
Martingale Asset Management L P 0.37% Add +1.6% 23,946 $14.6M
Varma Mutual Pension Insurance Co 0.13% Reduce -23.1% 23,937 $14.6M
United Asset Strategies, Inc. 1.33% Add +1.1% 23,501 $14.3M
Atria Investments, Inc 0.18% Reduce -15.3% 23,031 $14.0M
PGGM Investments 0.19% No change 22,855 $13.9M
IFM Investors Pty Ltd 0.15% Reduce -0.5% 22,795 $13.9M
Concentric Capital Strategies, LP 1.39% Reduce -6.8% 22,735 $13.8M
USS Investment Management Ltd 0.10% Reduce -28.0% 22,635 $13.8M
Ensign Peak Advisors, Inc 0.03% Reduce -2.3% 22,587 $13.7M
ProShare Advisors LLC 0.03% Add +5.4% 22,568 $13.7M
Guggenheim Capital LLC 0.13% Reduce -23.9% 22,474 $13.7M
Blair William & Co. 0.04% Reduce -1.0% 22,456 $13.6M
Moore Capital Management, LP 0.53% Add +34.5% 22,022 $13.4M
Swiss Life Asset Management Ltd 0.10% Add +4.8% 21,955 $13.3M
Bar Harbor Wealth Management 0.88% Add +2.2% 21,949 $13.3M
Van Eck Associates Corp. 0.02% Add +1.9% 21,919 $13.3M
Clearstead Advisors, LLC 0.21% Add +4.7% 21,778 $13.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% Add +4.3% 21,710 $13.2M
NEOS Investment Management LLC 0.25% Add +50.5% 21,683 $13.2M
Xponance LLC 0.13% Add +1.2% 21,655 $13.2M
Banyan Capital Management, Inc. 7.33% Reduce -3.5% 21,337 $13.0M
Railway Pension Investments Ltd 0.18% No change 21,300 $12.9M
Utah Retirement Systems 0.15% No change 21,204 $12.9M
Oppenheimer Asset Management Inc. 0.16% Add +1.5% 21,065 $12.8M
Abn Amro Investment Solutions 0.27% Reduce -2.5% 21,046 $12.8M
Amica Mutual Insurance Co. 1.38% No change 20,633 $12.5M
Robeco Institutional Asset Management B.V. 0.02% Reduce -46.1% 20,598 $12.5M
Vaughan Nelson Investment Management, L.P. 0.12% New 20,555 $12.5M
Dupont Capital Management Corp. 1.38% Add +7.5% 20,553 $12.5M
Stratos Wealth Partners, LTD. 0.19% Add +4.5% 20,428 $12.4M
Hudson Bay Capital Management LP 0.09% Reduce -27.1% 20,410 $12.4M
Jones Financial Companies LLLP 0.01% Add +43.7% 20,361 $12.3M
Scopus Asset Management, L.P. 0.44% Reduce -57.7% 20,140 $12.2M
Tredje AP-fonden 0.11% Reduce -63.5% 20,000 $12.2M
Unio Capital LLC 4.63% Reduce -1.2% 19,842 $12.1M
iA Global Asset Management Inc. 0.21% Add +31.5% 19,729 $12.0M
Williams Jones Wealth Management, LLC. 0.15% Reduce -0.9% 19,702 $12.0M
CIBC Asset Management Inc 0.04% Reduce -1.0% 19,484 $11.8M
Osaic Holdings, Inc. 0.03% Reduce -59.9% 19,218 $11.7M
First Horizon Advisors, Inc. 0.33% Reduce -3.1% 19,062 $11.6M
Evexia Wealth LLC 4.19% Reduce -0.2% 19,330 $11.5M
Bradley Foster & Sargent Inc. 0.20% Add +5.9% 18,856 $11.5M
Police & Firemen's Retirement System of New Jersey 0.11% Add +0.4% 18,664 $11.3M
Fisher Funds Management LTD 0.27% No change 18,598 $11.3M
Pinebridge Investments, L.P. 0.09% Add +110.5% 18,490 $11.2M
Montag A & Associates Inc. 0.55% Reduce -2.7% 18,141 $11.0M
D. E. Shaw & Co. 0.01% Add +151.0% 18,069 $11.0M
Boothbay Fund Management, LLC 0.40% Reduce -35.0% 17,993 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +5.7% 18,102 $10.9M
Bridges Investment Management Inc. 0.16% Add +1.6% 17,892 $10.9M
Franklin Street Advisors Inc. 0.76% Add +2.7% 17,734 $10.8M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 17,314 $10.5M
Millennium Management 0.01% Reduce -93.1% 17,285 $10.5M
New York Life Investment Management LLC 0.11% Reduce -0.3% 17,208 $10.5M
Mutual of America Capital Management LLC 0.12% Reduce -2.9% 17,132 $10.4M
Independent Advisor Alliance 0.34% Reduce -7.3% 16,766 $10.2M
Crossmark Global Holdings, Inc. 0.18% Reduce -13.4% 16,682 $10.1M
Wedge Capital Management L L P 0.20% Reduce -3.8% 16,581 $10.1M
Washington Trust Bank 1.01% Add +6.4% 16,535 $10.1M
GHP Investment Advisors, Inc. 0.48% Add +0.9% 16,441 $10.0M
Yousif Capital Management, LLC 0.12% Add +0.2% 16,375 $10.0M
Nissay Asset Management Corp. /Japan 0.06% Add +1.3% 16,339 $9.9M
Beacon Pointe Advisors, LLC 0.11% Add +1.5% 16,106 $9.8M
Hendley & Co. Inc. 3.42% Add +54.1% 16,100 $9.8M
Flputnam Investment Management Co. 0.18% Add +111.9% 16,077 $9.8M
Sand Hill Global Advisors, LLC 0.40% Reduce -0.6% 15,980 $9.7M
Anchor Capital Advisors LLC 0.29% Reduce -5.2% 15,953 $9.7M
Heirloom Wealth Management 2.75% Add +3.7% 15,803 $9.6M
EagleClaw Capital Managment, LLC 1.51% Reduce -0.2% 15,800 $9.6M
Fiduciary Trust Co 0.13% Reduce -1.5% 15,707 $9.5M
Cibc World Markets Corp. 0.07% Reduce -23.6% 15,530 $9.4M
Cibc World Market Inc. 0.02% Add +1.2% 15,461 $9.4M
Quantinno Capital Management LP 0.06% Add +61.4% 15,283 $9.3M
State of Alaska, Department of Revenue 0.10% Add +2.8% 15,080 $9.2M
Park Avenue Securities LLC 0.11% Add +72.5% 15,075 $9.2M
Carret Asset Management, LLC 1.03% No change 15,070 $9.2M
Pegasus Asset Management, Inc. 3.62% Add +0.3% 14,880 $9.0M
&partners 0.10% Reduce -6.8% 15,045 $9.0M
Gotham Asset Management 0.07% Add +45.0% 14,686 $8.9M
Leeward Investments, LLC - MA 0.47% Reduce -22.2% 14,662 $8.9M
Sheaff Brock Investment Advisors, LLC 0.82% Reduce -2.6% 14,657 $8.9M
Tema ETFs LLC 2.66% Add +69.9% 14,652 $8.9M
Marks Group Wealth Management, Inc 0.86% Reduce -2.3% 14,629 $8.9M
Guardian Capital LP 0.35% Add +0.5% 14,572 $8.9M
King Wealth Management Group 1.34% Add +3.5% 14,510 $8.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +11.4% 14,370 $8.7M
Vanguard Personalized Indexing Management, LLC 0.13% Add +7.9% 14,241 $8.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -4.0% 14,104 $8.6M
Steward Partners Investment Advisory, LLC 0.07% Reduce -0.2% 13,929 $8.5M
Groupe la Francaise 0.18% Add +82.6% 13,504 $8.5M
Orion Investment Co 3.46% Add +0.7% 13,906 $8.5M
Advisors Asset Management, Inc. 0.16% Add +23.7% 13,898 $8.4M
Carderock Capital Management Inc. 2.24% Reduce -16.2% 13,883 $8.4M
Stansberry Asset Management, LLC 1.06% Add +9.9% 13,876 $8.4M
Focus Partners Wealth 0.02% Reduce -3.7% 13,727 $8.3M
NewEdge Advisors, LLC 0.05% Add +4.7% 13,677 $8.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +58.2% 13,647 $8.3M
Apollon Wealth Management, LLC 0.18% Add +162.0% 13,657 $8.3M
Janney Capital Management LLC 0.57% Reduce -0.5% 13,600 $8.3M
Mercer Global Advisors Inc. 0.02% Add +10.6% 13,438 $8.2M
Andra AP-fonden 0.13% Reduce -3.6% 13,300 $8.1M
Alley Investment Management Company, LLC 1.00% New 13,154 $8.0M
Achmea Investment Management B.V. 0.12% Reduce -22.0% 13,011 $7.9M
Atlantic Union Bankshares Corp 0.47% Reduce -2.0% 12,907 $7.8M
Silvercrest Asset Management Group LLC 0.06% Add +9.5% 12,874 $7.8M
Trustmark Bank Trust Department 0.57% Add +0.8% 12,669 $7.7M
Scotia Capital Inc. 0.04% Add +7.9% 12,425 $7.6M
Inspire Investing, LLC 0.89% Add +5.1% 12,386 $7.5M
Wealthfront Advisers LLC 0.02% Add +3.5% 12,336 $7.5M
Ethic Inc. 0.15% Add +4.2% 12,136 $7.4M
Greenwich Wealth Management LLC 0.56% Reduce -1.3% 12,159 $7.4M
NewEdge Wealth, LLC 0.13% Add +0.6% 12,092 $7.3M
Florida Trust Wealth Management Co 0.24% Reduce -2.6% 12,074 $7.3M
Alerus Financial NA 0.58% Reduce -12.5% 11,972 $7.3M
Cresset Asset Management, LLC 0.04% Add +334.1% 11,850 $7.2M
Quadrature Capital Ltd 0.16% Reduce -9.8% 11,756 $7.1M
Generali Asset Management SPA SGR 0.17% Add +93.4% 11,668 $7.1M
L & S Advisors Inc 1.00% Reduce -25.2% 11,650 $7.1M
Rakuten Investment Management, Inc. 0.03% — 11,768 $7.1M
Hartford Financial Management Inc. 1.44% Add +14.5% 11,486 $7.0M
Onex Canada Asset Management Inc. 0.89% Add +1.4% 11,382 $6.9M
Ancora Advisors LLC 0.15% Reduce -0.8% 11,307 $6.9M
Boston Family Office LLC 0.48% Reduce -0.9% 11,260 $6.8M
Kestra Private Wealth Services, LLC 0.11% Add +40.9% 11,247 $6.8M
Sit Investment Associates Inc. 0.16% Reduce -1.9% 11,129 $6.8M
Mattern Capital Management, LLC 0.86% Reduce -9.2% 11,099 $6.7M
Oregon Public Employees Retirement Fund 0.13% Add +0.1% 11,037 $6.7M
Columbus Macro, LLC 0.88% Add +2.5% 11,022 $6.7M
Captrust Financial Advisors 0.02% Add +4.7% 10,961 $6.7M
Edgestream Partners, L.P. 0.22% Add +1068.5% 10,890 $6.6M
AE Wealth Management LLC 0.06% Reduce -1.9% 10,883 $6.6M
Vontobel Holding Ltd. 0.02% Add +12.9% 10,790 $6.6M
Regions Financial Corp. 0.05% Reduce -8.1% 10,789 $6.6M
Cumberland Partners Ltd 0.50% Reduce -0.1% 10,722 $6.5M
Turtle Creek Wealth Advisors, LLC 0.97% Add +4.1% 10,667 $6.5M
Pallas Capital Advisors LLC 0.27% Add +5.9% 10,652 $6.5M
Hilltop Holdings Inc. 0.41% Add +24.3% 10,598 $6.4M
Vident Advisory, LLC 0.09% Add +214.3% 10,469 $6.4M
HBK Sorce Advisory LLC 0.19% Reduce -0.9% 10,400 $6.3M
QRG Capital Management, Inc. 0.07% Reduce -3.0% 10,367 $6.3M
Mizuho Securities USA LLC 0.14% Reduce -15.5% 10,310 $6.3M
Avalon Global Asset Management LLC 2.08% No change 10,100 $6.1M
Tribune Investment Group LP 3.49% New 10,000 $6.1M
Rafferty Asset Management, LLC 0.03% Reduce -18.9% 9,992 $6.1M
Atria Wealth Solutions, Inc. 0.07% Reduce -10.7% 9,992 $6.1M
Avantax Advisory Services, Inc. 0.04% Add +3.9% 9,988 $6.1M
Gabelli Funds LLC 0.05% Reduce -16.0% 9,930 $6.0M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +21.3% 9,912 $6.0M
Capital International, Inc. 0.07% Add +20.1% 9,905 $6.0M
Skba Capital Management LLC 0.89% Reduce -0.6% 9,880 $6.0M
Kesler, Norman & Wride, LLC 1.13% Add +3.2% 9,768 $5.9M
Vestmark Advisory Solutions, Inc. 0.15% Add +107.1% 9,641 $5.9M
Ingalls & Snyder LLC 0.19% Add +10.3% 9,502 $5.8M
New Age Alpha Advisors, LLC 0.26% Reduce -48.2% 9,399 $5.7M
UniSuper Management Pty Ltd 0.04% Add +6.9% 9,337 $5.7M
Tower Bridge Advisors 0.64% Reduce -1.3% 9,291 $5.6M
Red Cedar Investment Management, LLC 0.78% No change 9,247 $5.6M
MAI Capital Management 0.04% Add +1.0% 9,176 $5.6M
Kingswood Wealth Advisors, LLC 0.50% Reduce -3.1% 8,992 $5.5M
Vista Investment Partners LLC 1.66% Reduce -2.0% 8,985 $5.5M
AustralianSuper Pty Ltd 0.03% Add +28.7% 8,968 $5.5M
HB Wealth Management, LLC 0.05% Add +79.8% 8,923 $5.4M
Front Street Capital Management, Inc. 1.03% Reduce -0.2% 8,919 $5.4M
SummitTX Capital, L.P. 0.24% — 8,890 $5.4M
BTC Capital Management, Inc. 0.49% Add +1.1% 8,822 $5.4M
Ieq Capital, LLC 0.04% Reduce -3.9% 8,808 $5.4M
Fragasso Financial Advisors Inc 0.40% Reduce -21.3% 8,771 $5.3M
Kentucky Retirement Systems 0.16% Reduce -1.1% 8,736 $5.3M
Carnegie Lake Advisors LLC 2.14% Add +0.4% 8,656 $5.3M
Man Group plc 0.02% Reduce -20.9% 8,640 $5.3M
WIM INVESTMENT MANAGEMENT Ltd 2.10% Add +44.2% 8,290 $5.0M
Caisse de depot et placement du Quebec 0.01% Reduce -52.9% 8,260 $5.0M
B & T Capital Management DBA Alpha Capital Management 0.95% Reduce -1.7% 8,248 $5.0M
Two Sigma Investments, LP 0.01% Reduce -21.9% 8,227 $5.0M
Stanley-Laman Group, Ltd. 0.77% Reduce -13.7% 8,200 $5.0M
HUB Investment Partners, LLC 0.20% Add +4.4% 8,143 $4.9M
Larson Financial Group LLC 0.23% Add +6.5% 8,134 $4.9M
Joseph Group Capital Management 1.88% Add +25.8% 8,109 $4.9M
Castellan Group 1.37% Add +111.3% 8,037 $4.9M
TD Waterhouse Canada Inc. 0.04% Reduce -59.5% 7,987 $4.9M
Pacer Advisors, Inc. 0.01% Reduce -23.9% 7,964 $4.8M
Bulltick Wealth Management, LLC 1.28% Reduce -0.1% 7,935 $4.8M
Cornerstone Wealth Management, LLC 0.32% Reduce -0.5% 7,890 $4.8M
Hartford Investment Management Co. 0.17% Reduce -1.5% 7,859 $4.8M
Mathes Company, Inc. 1.96% Reduce -14.3% 7,858 $4.8M
Snowden Capital Advisors LLC 0.15% Reduce -9.3% 7,844 $4.8M
Ameritas Investment Partners, Inc. 0.16% Reduce -0.2% 7,822 $4.8M
Belpointe Asset Management LLC 0.25% Reduce -0.7% 7,779 $4.7M
Tidal Investments LLC 0.04% Reduce -2.9% 7,712 $4.7M
Westhampton Capital, LLC 2.55% Add +0.8% 7,680 $4.7M
Lowe Brockenbrough & Co. Inc. 0.31% Reduce -2.2% 7,629 $4.6M
Oppenheimer & Co. Inc. 0.07% Reduce -4.2% 7,443 $4.5M
Brown Advisory Inc. 0.01% Reduce -2.9% 7,389 $4.5M
Gulf International Bank (UK) Ltd 0.15% Reduce -29.3% 7,288 $4.4M
Parsons Capital Management Inc. 0.24% Add +8.8% 7,239 $4.4M
Wilmington Savings Fund Society, FSB 0.08% Reduce -27.5% 7,222 $4.4M
Eisler Capital Management Ltd. 0.13% Reduce -68.2% 7,203 $4.4M
Voloridge Investment Management, LLC 0.02% Reduce -10.7% 7,130 $4.3M
LGT Group Foundation 0.06% Reduce -25.3% 7,123 $4.3M
Gallo Partners, LP 2.89% Reduce -14.0% 7,115 $4.3M
Hennion & Walsh Asset Management, Inc. 0.19% Add +2.1% 7,081 $4.3M
Financial Advisory Partners, LLC 1.44% Reduce -1.4% 7,062 $4.3M
Transamerica Financial Advisors, LLC 0.44% Reduce -6.5% 7,043 $4.3M
Securian Asset Management, Inc. 0.13% No change 6,935 $4.2M
Fischer Financial Services, Inc. 1.35% Reduce -0.2% 6,905 $4.2M
Louisiana State Employees Retirement System 0.08% No change 6,900 $4.2M
Lanark Financial, Inc. 0.35% — 6,815 $4.1M
Parallel Advisors, LLC 0.09% Add +42.9% 6,776 $4.1M
Performance Wealth Partners, LLC 0.14% Reduce -13.6% 6,677 $4.1M
Bank Pictet & Cie (Europe) AG 0.10% Reduce -8.1% 6,668 $4.1M
Community Financial Services Group, LLC 0.87% Add +1338.2% 6,630 $4.0M
Ibex Wealth Advisors 0.53% Reduce -43.0% 6,628 $4.0M
Lido Advisors, LLC 0.02% Add +5.2% 6,611 $4.0M
Vinva Investment Management Ltd 0.16% Add +3.3% 6,619 $4.0M
Strategic Advisors LLC 0.76% Add +1.6% 6,517 $4.0M
Parallax Volatility Advisers, L.P. 0.15% Reduce -14.0% 6,515 $4.0M
U.S. Capital Wealth Advisors, LLC 0.12% Add +4.7% 6,514 $4.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.10% Reduce -78.7% 6,480 $3.9M
Daiichi Life Insurance Co., Ltd. 0.11% Add +3.0% 6,448 $3.9M
Capital International Sarl 0.09% New 6,431 $3.9M
Marcum Wealth, LLC 0.34% Reduce -1.0% 6,409 $3.9M
IFP Advisors, Inc 0.12% Add +3.8% 6,396 $3.9M
Geneva Partners, LLC 2.00% Reduce -1.2% 7,059 $3.9M
Patton Fund Management, Inc. 0.94% Reduce -23.1% 6,361 $3.9M
Townsend Asset Management Corp. /NC/ 1.48% Add +3.8% 6,328 $3.8M
Fruth Investment Management 1.07% Reduce -1.6% 6,320 $3.8M
Lafayette Investments, Inc. 0.81% Reduce -1.5% 6,312 $3.8M
Brookstone Capital Management 0.05% Add +13.4% 6,255 $3.8M
Applied Capital LLC 3.06% Reduce -0.5% 6,255 $3.8M
Logan Capital Management Inc. 0.17% Reduce -7.0% 6,202 $3.8M
Condor Capital Management 0.35% Reduce -1.7% 6,171 $3.8M
Dagco, Inc. 1.21% Reduce -3.6% 6,135 $3.7M
Metis Global Partners, LLC 0.10% Add +26.6% 6,078 $3.7M
Unigestion Holding SA 0.22% Add +146.6% 6,049 $3.7M
New Mexico Educational Retirement Board 0.13% Reduce -1.6% 6,010 $3.7M
KP Management LLC 1.40% No change 6,000 $3.6M
Bank of Stockton 1.16% Reduce -5.1% 5,981 $3.6M
Maryland State Retirement & Pension System 0.09% Reduce -13.2% 5,981 $3.6M
South Dakota Investment Council 0.07% Reduce -2.5% 5,943 $3.6M
Bryn Mawr Trust Advisors, LLC 0.22% Add +4.2% 5,929 $3.6M
Physicians Financial Services, Inc. 1.13% Reduce -0.4% 5,865 $3.6M
Norinchukin Bank, The 0.07% Add +13.1% 5,832 $3.5M
Legacy Private Trust Co. 0.24% Reduce -1.7% 5,821 $3.5M
Vista Investment Partners Ii, LLC 1.95% Add +0.6% 5,805 $3.5M
HighPoint Advisor Group LLC 0.20% Add +1.7% 5,817 $3.5M
Vestcor Inc 0.12% Reduce -1.7% 5,766 $3.5M
Buffington Mohr McNeal 0.69% Reduce -11.1% 5,752 $3.5M
DAVENPORT & Co LLC 0.02% Add +2.3% 5,721 $3.5M
Private Advisor Group, LLC 0.02% Add +6.8% 5,685 $3.5M
Composition Wealth, LLC 0.07% Reduce -8.9% 5,671 $3.4M
Carnegie Investment Counsel 0.08% Add +45.4% 6,420 $3.4M
Argentarii, LLC 1.70% Add +1.3% 5,636 $3.4M
Cyndeo Wealth Partners, LLC 0.22% Add +25.5% 5,591 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -14.8% 5,585 $3.4M
UNIVEST FINANCIAL Corp 0.22% Add +9.7% 5,586 $3.4M
Townsquare Capital LLC 0.04% Add +3.1% 5,548 $3.4M
Investment Management Corp of Ontario 0.07% New 5,549 $3.4M
Boyd Watterson Asset Management LLC 1.09% Reduce -0.0% 5,549 $3.4M
Voleon Capital Management LP 0.26% Add +15.2% 5,531 $3.4M
Choreo, LLC 0.05% Reduce -29.4% 5,496 $3.3M
Marietta Investment Partners LLC 0.80% Reduce -3.3% 5,493 $3.3M
Tower View Wealth Management LLC 1.94% Add +0.7% 5,476 $3.3M
Sterling Capital Management LLC 0.05% Reduce -11.6% 5,391 $3.3M
Allstate Corp. 0.10% Add +41.2% 5,373 $3.3M
Savant Capital, LLC 0.03% Add +44.8% 5,373 $3.3M
Sustainable Insight Capital Management, LLC 1.62% Add +7.4% 5,339 $3.2M
Evergreen Private Wealth LLC 1.52% Reduce -0.1% 5,333 $3.2M
AG2R La Mondiale Gestion D'actifs 0.18% — 4,859 $3.2M
Marvin & Palmer Associates Inc. 4.81% Reduce -48.9% 5,298 $3.2M
Simmons Bank 0.24% Add +98.7% 5,271 $3.2M
Farmers Trust Co. 0.60% Reduce -0.7% 5,253 $3.2M
Trivium Point Advisory, LLC 0.39% Reduce -2.8% 5,222 $3.2M
Polymer Capital Management (US) LLC 0.96% Reduce -12.2% 5,200 $3.2M
Great Lakes Retirement, Inc. 0.41% Add +0.7% 5,174 $3.1M
Sumitomo Life Insurance Co. 0.11% Reduce -0.7% 5,171 $3.1M
Columbia Bank 1.08% Reduce -7.5% 5,142 $3.1M
Strong Tower Advisory Services 0.76% Add +18.7% 5,816 $3.1M
Exchange Traded Concepts, LLC 0.06% Add +28.5% 5,072 $3.1M
Jefferies Financial Group Inc. 0.06% Add +40.1% 5,041 $3.1M
Meeder Advisory Services, Inc. 0.18% Add +2.4% 5,036 $3.1M
Financial Advocates Investment Management 0.21% Add +20.7% 5,032 $3.1M
Procyon Advisors, LLC 0.19% Reduce -4.3% 5,009 $3.0M
NJ State Employees Deferred Compensation Plan 0.39% No change 5,000 $3.0M
Principal Securities, Inc. 0.07% No change 4,759 $3.0M
Concurrent Investment Advisors, LLC 0.07% Add +51.4% 4,939 $3.0M
CoreCap Advisors, LLC 0.13% Add +6.4% 4,937 $3.0M
Paradigm Asset Management Co. LLC 0.79% No change 4,900 $3.0M
Bessemer Group Inc. 0.01% Reduce -50.3% 4,896 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +12.5% 4,893 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +12.5% 4,893 $3.0M
Summit Financial, LLC 0.08% Add +9.1% 4,863 $3.0M
Davidson Capital Management Inc. 0.80% Reduce -15.3% 4,852 $2.9M
17 Capital Partners, LLC 1.89% No change 4,838 $2.9M
Cwm, LLC 0.01% Add +3.5% 4,790 $2.9M
Handelsbanken Fonder AB 0.01% New 4,776 $2.9M
Wealthcare Advisory Partners LLC 0.08% Reduce -5.2% 4,774 $2.9M
Pitcairn Co. 0.17% Add +1.4% 4,737 $2.9M
Brentview Investment Management LLC 1.53% Add +5.3% 4,728 $2.9M
Trek Financial, LLC 0.21% Reduce -6.6% 4,712 $2.9M
Ashton Thomas Private Wealth, LLC 0.11% Add +3.3% 4,703 $2.9M
High Net Worth Advisory Group LLC 0.80% Reduce -0.3% 4,680 $2.8M
LeClair Wealth Partners LLC 2.05% Add +130.2% 4,673 $2.8M
Parr McKnight Wealth Management Group, LLC 0.41% Reduce -17.6% 4,643 $2.8M
Siemens Fonds Invest GmbH 0.19% Add +8.6% 4,625 $2.8M
Jackson Wealth Management, LLC 0.34% Reduce -1.9% 4,622 $2.8M
CI Investments Inc. 0.01% Add +80.5% 4,521 $2.7M
Ascent Group, LLC 0.12% Add +21.1% 4,477 $2.7M
Nilsine Partners, LLC 0.30% Add +15.2% 4,472 $2.7M
Empirical Finance, LLC 0.16% Add +1.7% 4,452 $2.7M
Tritonpoint Wealth, LLC 0.25% Reduce -4.3% 4,406 $2.7M
CENTRAL TRUST Co 0.07% Reduce -14.0% 4,391 $2.7M
Zurich Insurance Group Ltd 0.02% No change 4,353 $2.6M
American Trust 0.65% Add +718.5% 4,346 $2.6M
Tower Research Capital LLC (TRC) 0.08% Reduce -39.2% 4,395 $2.6M
Intech Investment Management LLC 0.03% Reduce -17.6% 4,301 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +5.5% 4,300 $2.6M
Kornitzer Capital Management Inc. 0.05% Add +1.2% 4,269 $2.6M
Banque Pictet & Cie SA 0.03% Add +15.4% 4,257 $2.6M
Pflug Koory, LLC 1.44% Reduce -0.8% 4,241 $2.6M
Walleye Trading LLC 0.07% New 4,231 $2.6M
River Wealth Advisors LLC 0.36% Reduce -2.5% 4,214 $2.6M
Halbert Hargrove Global Advisors, LLC 0.15% New 4,203 $2.6M
PDT Partners, LLC 0.18% No change 4,200 $2.6M
Cornerstone Advisors, LLC 0.11% No change 4,200 $2.6M
Advisory Services Network, LLC 0.05% Add +11.9% 4,196 $2.6M
Guyasuta Investment Advisors Inc. 0.17% Reduce -1.2% 4,175 $2.5M
Navellier & Associates Inc. 0.35% New 4,106 $2.5M
Oarsman Capital, Inc. 0.45% Add +110.7% 4,154 $2.5M
Merit Financial Group, LLC 0.04% Add +16.4% 4,124 $2.5M
Leavell Investment Management, Inc. 0.12% Add +3.2% 4,118 $2.5M
Benjamin Edwards Inc. 0.03% Add +0.1% 4,108 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 4,096 $2.5M
Argonautica Private Wealth Management, Inc. 0.86% Add +0.4% 4,095 $2.5M
Nomura Holdings Inc. 0.01% Reduce -57.4% 4,057 $2.5M
BCM Advisors, LLC 0.56% No change 3,971 $2.5M
Momentous Wealth Management, Inc. 1.73% Add +0.3% 4,030 $2.4M
Natixis 0.01% New 4,088 $2.4M
Westbourne Investments, Inc. 1.48% Reduce -0.5% 4,018 $2.4M
Advent Capital Management 4.64% New 4,000 $2.4M
D.A. Davidson & Co. 0.02% Reduce -6.8% 3,993 $2.4M
TD Private Client Wealth LLC 0.07% Add +181.1% 3,972 $2.4M
Wolf Group Capital Advisors 0.80% Reduce -24.1% 3,938 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +4.1% 3,900 $2.4M
EP Wealth Advisors, LLC 0.02% Add +4.8% 3,884 $2.4M
Frank, Rimerman Advisors LLC 0.19% Add +0.8% 3,880 $2.4M
EFG Asset Management (North America) Corp. 0.39% Reduce -13.9% 3,858 $2.3M
Integrity Alliance, Llc. 0.09% Add +574.4% 3,851 $2.3M
Great Diamond Partners, LLC 0.64% Add +130.1% 3,843 $2.3M
Caprock Group, LLC 0.07% Reduce -7.0% 3,814 $2.3M
Capital Planning Advisors, LLC 0.35% Reduce -3.3% 3,763 $2.3M
Private Capital Advisors, Inc. 0.27% No change 3,727 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -29.6% 3,721 $2.3M
Ascent Wealth Partners, LLC 0.30% Add +93.9% 3,707 $2.3M
Thoroughbred Financial Services, LLC 0.14% Add +0.4% 3,679 $2.2M
Albert D Mason Inc. 1.52% Reduce -3.0% 3,678 $2.2M
J.W. Cole Advisors, Inc. 0.07% Add +50.3% 3,677 $2.2M
RFG Advisory, LLC 0.06% Reduce -46.5% 3,669 $2.2M
Barden Capital Management, Inc. 1.95% Reduce -3.0% 3,603 $2.2M
Synovus Financial Corp. 0.03% Add +10.4% 3,569 $2.2M
Plato Investment Management Ltd 0.18% No change 3,510 $2.2M
Caldwell Trust Co 0.23% Reduce -1.3% 3,540 $2.2M
Squarepoint Ops LLC 0.01% Reduce -0.0% 3,488 $2.1M
Verity & Verity, LLC 0.18% Reduce -0.3% 3,454 $2.1M
Bailard, Inc. 0.05% Add +0.0% 3,403 $2.1M
AlphaCore Capital LLC 0.18% Add +82.2% 3,388 $2.1M
BBR Partners, LLC 0.14% No change 3,378 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +1.4% 3,345 $2.0M
Prosperity Consulting Group, LLC 0.16% Add +4.3% 3,338 $2.0M
Pinnacle Financial Partners Inc 0.04% Reduce -1.9% 3,234 $2.0M
Whittier Trust Co. 0.03% Add +1.7% 3,280 $2.0M
Stablepoint Partners, LLC 0.36% Reduce -2.0% 3,235 $2.0M
First American Trust, FSB 0.18% No change 3,226 $2.0M
Legacy Bridge, LLC 1.09% No change 3,219 $2.0M
Stephens Inc. 0.03% Reduce -5.8% 3,174 $1.9M
Cove Private Wealth, LLC 1.03% Add +0.6% 3,168 $1.9M
Penobscot Investment Management Company, Inc. 0.18% Add +0.1% 3,152 $1.9M
Financial Security Advisor, Inc. 0.48% Reduce -1.8% 3,135 $1.9M
Benchmark Investment Advisors LLC 1.23% Reduce -7.0% 3,122 $1.9M
Rodgers & Associates, LTD 0.23% No change 3,115 $1.9M
Glenview Trust Co 0.04% Add +22.4% 3,114 $1.9M
Western Wealth Management, LLC 0.13% Add +1.8% 3,104 $1.9M
Boit C F David 0.95% No change 3,100 $1.9M
Monetary Management Group Inc. 0.51% No change 3,085 $1.9M
Banque Cantonale Vaudoise 0.08% — 3,072 $1.9M
Hall Laurie J Trustee 0.66% No change 3,033 $1.8M
Greenleaf Trust 0.02% Add +3.5% 3,033 $1.8M
Rathbones Group PLC 0.01% No change 3,031 $1.8M
Quadrant Capital Group LLC 0.07% Add +71.7% 3,006 $1.8M
Cypress Asset Management Inc. 0.49% Reduce -6.0% 2,996 $1.8M
Tealwood Asset Management Inc. 0.84% Reduce -1.0% 2,985 $1.8M
Signaturefd, LLC 0.03% Reduce -2.3% 2,981 $1.8M
First National Trust Co 0.07% Reduce -0.1% 2,958 $1.8M
Gries Financial LLC 0.35% Reduce -20.1% 2,956 $1.8M
Bartlett & Co. Wealth Management LLC 0.03% Add +25.6% 2,954 $1.8M
Boston Trust Walden Corp 0.01% No change 2,950 $1.8M
Dover Advisors, LLC 0.77% Add +1.2% 2,902 $1.8M
Capital International Ltd. 0.08% New 2,900 $1.8M
Empowered Funds, LLC 0.03% Add +0.5% 2,894 $1.8M
Roberts Capital Advisors, LLC 1.54% No change 2,891 $1.8M
Principle Wealth Partners LLC 0.13% No change 2,884 $1.8M
OneAscent Financial Services LLC 0.11% Add +90.3% 2,860 $1.7M
Costello Asset Management, INC 0.70% Reduce -45.5% 2,857 $1.7M
GAMMA Investing LLC 0.13% Add +8.9% 2,855 $1.7M
Wedmont Private Capital 0.09% Add +1.0% 3,064 $1.7M
United Services Automobile Association 0.05% New 2,871 $1.7M
Hikari Power Ltd 0.14% No change 2,840 $1.7M
Abbot Financial Management, Inc. 0.89% Add +15.8% 2,837 $1.7M
CX Institutional 0.06% Add +19.6% 2,830 $1.7M
Harvest Portfolios Group Inc. 0.05% Add +16.6% 2,822 $1.7M
Coldstream Capital Management Inc. 0.04% Add +3.2% 2,818 $1.7M
SFG Wealth Management, LLC. 0.82% No change 2,750 $1.7M
Mather Group, Llc. 0.02% Add +0.1% 2,741 $1.7M
Moody LYNN Lieberson & Walker, LLC 0.11% Reduce -0.1% 2,706 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% Add +25.9% 2,688 $1.6M
B. Riley Wealth Advisors, Inc. 0.05% Add +20.4% 2,684 $1.6M
KCM Investment Advisors LLC 0.06% Add +2.3% 2,663 $1.6M
Moors & Cabot, Inc. 0.08% Reduce -8.6% 2,658 $1.6M
KPP Advisory Services LLC 0.31% Add +12.3% 2,651 $1.6M
HMS Capital Management, LLC 0.89% Reduce -4.3% 3,030 $1.6M
Sapient Capital LLC 0.03% Reduce -2.7% 2,640 $1.6M
Deltec Asset Management LLC 0.34% Add +42.2% 2,627 $1.6M
Csenge Advisory Group 0.09% Reduce -1.1% 2,825 $1.6M
Ramirez Asset Management, Inc. 0.33% No change 2,590 $1.6M
Mendel Capital Management LLC 0.95% Reduce -0.6% 2,580 $1.6M
Roman Butler Fullerton & Co. 0.61% Reduce -1.8% 2,759 $1.6M
Welch & Forbes LLC 0.02% Reduce -0.6% 2,578 $1.6M
Evercore Wealth Management, LLC 0.03% Reduce -6.4% 2,578 $1.6M
Erste Asset Management GmbH 0.02% No change 2,600 $1.6M
Fiduciary Family Office, LLC 0.52% New 2,566 $1.6M
Gladstone Institutional Advisory LLC 0.07% Reduce -7.2% 2,557 $1.6M
Gifford Fong Associates 0.38% No change 2,500 $1.5M
Dodge & Cox 0.00% No change 2,500 $1.5M
Central Bank & Trust Co. 0.25% Reduce -5.1% 2,499 $1.5M
Maven Securities LTD 0.33% Reduce -36.0% 2,496 $1.5M
Qtron Investments LLC 0.23% No change 2,495 $1.5M
Mediolanum International Funds Ltd 0.02% No change 2,521 $1.5M
Berger Financial Group, Inc 0.11% Reduce -1.2% 2,492 $1.5M
Argent Trust Co 0.06% Reduce -0.1% 2,491 $1.5M
Monte Financial Group, LLC 0.66% Add +24.2% 2,687 $1.5M
Cookson Peirce & Co. Inc. 0.08% Add +23.0% 2,479 $1.5M
Private Trust Co. NA 0.15% Reduce -18.1% 2,445 $1.5M
Mirabella Financial Services LLP 0.06% New 2,425 $1.5M
Taylor Financial Group, Inc. 1.03% Reduce -0.5% 2,428 $1.5M
Tompkins Financial Corp. 0.14% New 2,424 $1.5M
Jane Street Group, LLC 0.00% Reduce -29.6% 2,399 $1.5M
Prudential PLC 0.01% No change 2,383 $1.4M
Prospera Financial Services Inc 0.03% Add +62.1% 2,376 $1.4M
Manchester Capital Management LLC 0.18% Reduce -3.3% 2,355 $1.4M
Crestwood Advisors Group, LLC 0.03% Add +11.7% 2,347 $1.4M
Landscape Capital Management, L.L.C. 0.13% Add +301.0% 2,322 $1.4M
SageView Advisory Group, LLC 0.06% Reduce -1.8% 2,282 $1.4M
Mufg Securities Americas Inc. 0.16% Add +19.9% 2,279 $1.4M
Twin Tree Management, LP 0.03% Reduce -56.2% 2,274 $1.4M
Tilia Fiduciary Partners, Inc. 0.92% Reduce -10.0% 2,268 $1.4M
Burling Wealth Partners, LLC 0.29% Reduce -35.4% 2,260 $1.4M
Atwood & Palmer Inc. 0.09% No change 2,250 $1.4M
Auxier Asset Management LLC 0.20% Reduce -0.1% 2,249 $1.4M
Naples Global Advisors, LLC 0.13% Reduce -1.1% 2,240 $1.4M
Sowell Financial Services LLC 0.06% New 2,233 $1.4M
Nicholson Wealth Management Group, LLC 0.89% Add +3.8% 2,221 $1.4M
Kirtland Hills Capital Management, LLC 0.82% Add +9.1% 2,405 $1.3M
Mach-1 Financial Group, LLC 0.40% New 2,209 $1.3M
Horizon Investments, LLC 0.04% Add +4.5% 2,211 $1.3M
Geneos Wealth Management Inc. 0.04% Add +20.9% 2,194 $1.3M
Wealthstar Advisors, LLC 0.61% Add +17.7% 2,190 $1.3M
Meridian Wealth Management, LLC 0.06% Reduce -9.7% 2,174 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -2.7% 2,163 $1.3M
Biltmore Family Office, LLC 0.22% No change 2,160 $1.3M
Doliver Advisors, LP 0.37% Add +16.6% 2,159 $1.3M
TFG Advisers LLC 0.47% Reduce -0.8% 2,152 $1.3M
Exencial Wealth Advisors, LLC 0.05% Add +8.2% 2,149 $1.3M
Agf Management Ltd. 0.01% Reduce -34.9% 2,137 $1.3M
Virtus Investment Advisers, LLC 0.36% New 2,133 $1.3M
Cary Street Partners Financial LLC 0.04% Reduce -8.7% 2,129 $1.3M
Oddo BHF Asset Management Sas 0.05% Add +68.1% 2,111 $1.3M
LVW Advisors, LLC 0.15% Add +7.0% 2,107 $1.3M
L.M. Kohn & Company 0.33% No change 2,103 $1.3M
Stonegate Investment Group, LLC 0.03% Reduce -5.3% 2,102 $1.3M
BCS Wealth Management 0.33% Reduce -5.5% 2,099 $1.3M
Kingsview Wealth Management, LLC 0.02% Add +10.3% 2,092 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -12.8% 2,088 $1.3M
Wealth Group, Ltd. 0.82% Add +0.7% 2,083 $1.3M
Gilbert & Cook, Inc. 0.18% Add +2.1% 2,070 $1.3M
Pictet North America Advisors SA 0.13% No change 2,060 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +0.3% 2,044 $1.2M
Ritholtz Wealth Management 0.04% Add +33.9% 2,027 $1.2M
Prasad Wealth Partners, LLC 0.40% Add +3.0% 1,990 $1.2M
Avantax Planning Partners, Inc. 0.04% No change 1,987 $1.2M
Waverly Advisors, LLC 0.01% Add +114.1% 1,974 $1.2M
Shelton Wealth Management, LLC 0.69% Add +0.7% 1,971 $1.2M
Secured Retirement Advisors, LLC 0.77% Reduce -3.3% 1,966 $1.2M
Covington Investment Advisors Inc. 0.18% Reduce -2.0% 1,951 $1.2M
Mendel Money Management 0.55% Add +1.5% 1,926 $1.2M
Equitable Holdings, Inc. 0.01% Add +36.2% 1,926 $1.2M
Intact Investment Management Inc. 0.04% Reduce -29.6% 1,900 $1.2M
Premier Path Wealth Partners, LLC 0.18% Add +1.8% 1,894 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +21.7% 1,881 $1.1M
Amica Retiree Medical Trust 1.75% Reduce -19.3% 1,881 $1.1M
Atlas Capital Advisors Inc. 0.14% No change 1,860 $1.1M
Alteri Wealth LLC 0.49% Add +16.9% 1,845 $1.1M
Verus Capital Partners, LLC 0.11% Add +5.1% 1,844 $1.1M
Choate Investment Advisors 0.03% Reduce -3.0% 1,836 $1.1M
IHT Wealth Management, LLC 0.03% Add +0.9% 1,835 $1.1M
Silvant Capital Management LLC 0.05% Add +1343.3% 1,833 $1.1M
Sagespring Wealth Partners, LLC 0.03% Add +23.4% 1,825 $1.1M
Aspire Private Capital, LLC 0.28% Reduce -25.5% 1,820 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +10.3% 1,818 $1.1M
Convergence Investment Partners, LLC 0.31% Add +358.3% 1,815 $1.1M
Brighton Jones LLC 0.04% Add +0.4% 1,815 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +0.8% 1,814 $1.1M
Ameritas Advisory Services, LLC 0.04% Reduce -32.8% 1,799 $1.1M
Raleigh Capital Management Inc. 0.50% Reduce -17.4% 1,804 $1.1M
CHICAGO TRUST Co NA 0.21% Add +13.3% 1,803 $1.1M
Proficio Capital Partners LLC 0.08% Add +0.5% 1,801 $1.1M
Staley Capital Advisers Inc. 0.05% No change 1,792 $1.1M
Applied Finance Capital Management, LLC 0.08% Add +5.5% 1,769 $1.1M
Wedgewood Investors Inc. 1.27% No change 1,762 $1.1M
Nvwm, LLC 0.28% Reduce -0.3% 1,759 $1.1M
First Pacific Financial 0.22% Reduce -15.3% 1,753 $1.1M
BNC Wealth Management, LLC 0.38% Reduce -4.8% 1,749 $1.1M
GeoWealth Management, LLC 0.04% Reduce -23.7% 1,722 $1.0M
Ossiam 0.01% Reduce -80.8% 1,712 $1.0M
Commerzbank Aktiengesellschaft 0.02% Add +29.1% 1,710 $1.0M
XTX Topco Ltd 0.05% Add +64.5% 1,709 $1.0M
Koshinski Asset Management, Inc. 0.09% Add +11.1% 1,703 $1.0M
Garda Capital Partners LP 0.58% New 1,702 $1.0M
Bfsg, LLC 0.12% Reduce -1.8% 1,678 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +1.8% 1,676 $1.0M
Aviso Financial Inc. 0.05% Add +13.9% 1,669 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +20.7% 1,668 $1.0M
Zions Bancorporation, National Association 0.06% — 1,665 $1.0M
Strategic Investment Advisors / MI 0.11% Add +6.1% 1,664 $1.0M
Fifth Third Wealth Advisors LLC 0.05% Add +8.7% 1,662 $1.0M
Ballentine Partners, LLC 0.02% Add +4.4% 1,657 $1.0M
Wright Investors Service Inc. 0.33% Reduce -48.0% 1,656 $1.0M
Sax Wealth Advisors, LLC 0.07% Add +11.5% 1,654 $1.0M
Lindbrook Capital, LLC 0.09% Reduce -7.8% 1,654 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -36.4% 1,636 $994K
Creative Financial Designs Inc. 0.08% Reduce -2.6% 1,635 $994K
Pinnacle Wealth Planning Services, Inc. 0.15% Add +1.2% 1,630 $991K
Associated Banc-Corp 0.03% Reduce -0.1% 1,616 $982K
Sierra Legacy Group 0.89% No change 1,610 $979K
NorthRock Partners, LLC 0.03% Add +2.0% 1,606 $976K
Wealth Quarterback LLC 0.55% Reduce -14.6% 1,600 $973K
Caxton Associates LLP 0.03% — 1,599 $972K
Argyle Capital Partners, LLC 0.83% No change 1,590 $966K
Duncker Streett & Co. Inc. 0.19% Reduce -9.0% 1,571 $955K
Farther Finance Advisors, LLC 0.02% Add +23.9% 1,563 $953K
WBH Advisory Inc. 0.09% Reduce -2.7% 1,565 $951K
Quantitative Investment Management, LLC 0.09% Reduce -33.1% 1,566 $951K
Accurate Wealth Management, LLC 0.18% Add +15.3% 1,680 $950K
Smartleaf Asset Management LLC 0.09% Add +21.6% 1,577 $949K
SlateStone Wealth, LLC 0.10% Reduce -11.3% 1,559 $947K
First Manhattan Co. Llc. 0.00% Reduce -1.6% 1,554 $945K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -91.6% 1,535 $933K
Trust Co. of Vermont 0.05% Add +0.5% 1,528 $929K
Bayesian Capital Management, LP 0.15% New 1,527 $928K
Friedenthal Financial 0.55% New 1,526 $928K
Cannell & Spears LLC 0.02% Add +0.1% 1,506 $915K
PCJ Investment Counsel Ltd. 0.36% Reduce -78.6% 1,500 $912K
Ellsworth Advisors, LLC 0.24% Reduce -3.2% 1,500 $912K
Aprio Wealth Management, LLC 0.11% Add +49.9% 1,497 $910K
Centiva Capital, LP 0.05% New 1,491 $906K
Palisade Asset Management, LLC 0.09% Reduce -1.1% 1,490 $906K
Foundations Investment Advisors, LLC 0.02% Reduce -2.6% 1,476 $897K
McGlone Suttner Wealth Management, Inc. 0.15% Add +14.6% 1,476 $897K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -3.6% 1,491 $896K
OneDigital Investment Advisors LLC 0.01% Reduce -81.7% 1,470 $894K
Gryphon Financial Partners LLC 0.13% Add +22.6% 1,468 $893K
Laraway Financial Advisors Inc 0.71% No change 1,465 $891K
Arax Advisory Partners 0.06% Reduce -25.2% 1,460 $888K
Smithfield Trust Co 0.04% Add +13.9% 1,458 $886K
Hardy Reed LLC 0.08% Add +1.9% 1,456 $885K
Silver Oak Securities, Incorporated 0.08% Reduce -16.6% 1,471 $885K
One Capital Management, LLC 0.03% Reduce -4.8% 1,453 $884K
Great Valley Advisor Group, Inc. 0.02% Reduce -6.9% 1,454 $883K
Signature Estate & Investment Advisors LLC 0.02% Add +0.3% 1,448 $880K
F/m Investments LLC 0.03% Reduce -3.5% 1,441 $876K
PFG Investments, LLC 0.06% Add +0.5% 1,440 $875K
Perkins Coie Trust Co 0.20% Add +0.2% 1,437 $873K
Balboa Wealth Partners 0.21% Reduce -3.2% 1,425 $866K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -2.1% 1,422 $864K
Forum Financial Management, LP 0.01% Add +3.3% 1,410 $857K
AdvisorNet Financial, Inc 0.06% Reduce -1.6% 1,408 $856K
Dominguez Wealth Management Solutions, Inc. 0.62% No change 1,400 $851K
Brasada Capital Management, LP 0.17% Reduce -6.7% 1,400 $851K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -6.7% 1,400 $851K
Personal Cfo Solutions, LLC 0.17% Reduce -2.9% 1,398 $850K
Sterling Investment Counsel, LLC 0.29% Add +175.3% 1,396 $849K
Charles Schwab Trust Co 0.07% Reduce -15.2% 1,396 $849K
Profund Advisors LLC 0.04% Reduce -10.6% 1,387 $843K
Sculati Wealth Management, LLC 0.34% Add +26.3% 1,382 $840K
Checchi Capital Advisers, LLC 0.06% Add +0.4% 1,382 $840K
Connecticut Wealth Management, LLC 0.04% Reduce -2.2% 1,379 $838K
Capital Insight Partners, LLC 0.14% Add +3.4% 1,359 $826K
Zhang Financial LLC 0.04% New 1,353 $822K
Compound Planning, Inc. 0.04% Add +19.8% 1,348 $819K
Dearborn Partners LLC 0.04% No change 1,345 $818K
SeaCrest Wealth Management, LLC 0.09% Reduce -3.6% 1,337 $813K
Harbour Investments, Inc. 0.02% Reduce -8.9% 1,337 $812K
PFW Advisors LLC 0.25% Add +0.3% 1,335 $811K
Bison Wealth, LLC 0.08% Add +256.0% 1,335 $810K
My Legacy Advisors, LLC 0.31% Reduce -1.5% 1,325 $805K
Syon Capital LLC 0.07% Add +6.9% 1,325 $805K
Integrated Advisors Network LLC 0.04% Reduce -3.3% 1,324 $805K
Wedbush Securities Inc. 0.03% Add +15.4% 1,320 $802K
NTV Asset Management LLC 0.11% No change 1,317 $801K
Arrowstreet Capital, Limited Partnership 0.00% New 1,311 $797K
Apriem Advisors 0.09% Add +4.6% 1,307 $794K
Atlas Brown,Inc. 0.28% Reduce -8.6% 1,300 $790K
Stokes Capital Advisors, LLC 0.20% No change 1,300 $790K
Cigna Investments Inc. 0.15% Reduce -1.4% 1,295 $787K
Alhambra Investment Management LLC 0.40% Reduce -13.1% 1,291 $785K
Strategic Blueprint, LLC 0.04% Add +11.9% 1,282 $779K
Baron Wealth Management LLC 0.34% Add +20.6% 1,278 $777K
Sound Income Strategies, LLC 0.05% Reduce -35.6% 1,270 $772K
Sunpointe, LLC 0.41% Reduce -0.1% 1,267 $770K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -19.1% 1,255 $763K
Keystone Wealth Services, LLC 0.21% Add +0.2% 1,252 $761K
Wealthspire Advisors, LLC 0.00% Reduce -9.9% 1,248 $759K
Everpar Advisors LLC 0.40% Reduce -7.0% 1,246 $757K
Veracity Capital LLC 0.30% Reduce -5.8% 1,244 $756K
Fort Washington Investment Advisors Inc. 0.00% Reduce -24.4% 1,243 $756K
Continuum Advisory, LLC 0.10% Reduce -3.4% 1,239 $753K
Hummer Financial Advisory Services Inc 0.60% Reduce -9.6% 1,220 $742K
Western Financial Corp 0.43% Reduce -6.3% 1,209 $735K
Venturi Wealth Management, LLC 0.04% Add +1.3% 1,209 $735K
CreativeOne Wealth, LLC 0.02% Add +8.1% 1,207 $734K
World Investment Advisors 0.02% Add +40.1% 1,206 $733K
Rithm Capital Corp. 2.10% No change 1,200 $729K
Berkshire Asset Management LLC 0.03% No change 1,134 $728K
Fairman Group, LLC 0.67% No change 1,143 $727K
Sherbrooke Park Advisers LLC 0.34% Add +63.7% 1,192 $725K
Schechter Investment Advisors, LLC 0.06% Reduce -13.5% 1,187 $721K
Arkadios Wealth Advisors 0.03% Reduce -9.7% 1,186 $721K
Robertson Stephens Wealth Management, LLC 0.03% Add +4.0% 1,185 $721K
Voya Financial Advisors, Inc. 0.08% Reduce -13.4% 1,193 $718K
Sunbelt Securities, Inc. 0.06% Add +1.6% 1,175 $714K
V-Square Quantitative Management LLC 0.10% Reduce -4.2% 1,171 $712K
Prossimo Advisors, LLC 0.53% Add +0.2% 1,168 $710K
First Foundation Advisors 0.03% Reduce -3.5% 1,164 $708K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -31.0% 1,158 $704K
Level Four Advisory Services, LLC 0.03% Add +6.3% 1,154 $702K
Keel Point, LLC 0.05% Add +6.8% 1,145 $696K
Shakespeare Wealth Management, LLC 0.18% Reduce -2.7% 1,136 $691K
Avestar Capital, LLC 0.07% Add +26.6% 1,136 $691K
International Assets Investment Management, LLC 0.06% Add +24.8% 1,128 $686K
Carr Financial Group Corp 0.22% Reduce -4.6% 1,127 $685K
Advance Capital Management, Inc. 0.03% Add +0.6% 1,127 $685K
Mindset Wealth Management, LLC 0.27% Add +2.8% 1,126 $684K
Clear Creek Financial Management, LLC 0.07% Add +14.8% 1,122 $682K
Systematic Alpha Investments, LLC 0.03% No change 1,120 $681K
Blue Trust, Inc. 0.01% Add +16.5% 1,115 $678K
Terra Nova Asset Management LLC 0.53% No change 1,114 $677K
Shell Asset Management Co. 0.03% Reduce -3.4% 1,112 $676K
Net Worth Advisory Group 0.21% Reduce -0.1% 1,112 $676K
Sompo Asset Management Co., Ltd. 0.13% No change 1,110 $675K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.6% 1,100 $669K
Bell Bank 0.04% Reduce -6.7% 1,094 $665K
Callan Family Office, LLC 0.05% Reduce -64.7% 1,091 $663K
Wealth Alliance, LLC 0.08% Reduce -58.8% 1,089 $662K
Brevan Howard Capital Management LP 0.02% New 1,081 $657K
Engineers Gate Manager LP 0.01% Reduce -95.9% 1,074 $653K
Savvy Advisors, Inc. 0.07% Add +42.0% 1,072 $652K
Goepper Burkhardt LLC 0.26% Add +6.7% 1,067 $649K
Essex Financial Services, Inc. 0.05% Add +1.1% 1,062 $646K
Agate Pass Investment Management, LLC 0.27% Reduce -7.5% 1,057 $642K
Legacy Financial Advisors, Inc. 0.11% Add +1.8% 1,053 $640K
Dakota Wealth Management 0.01% Reduce -0.5% 1,049 $638K
Knightsbridge Asset Management, LLC 0.17% Reduce -0.5% 1,045 $635K
Hartford Funds Management Co LLC 0.06% New 1,045 $635K
Rothschild Investment LLC 0.04% Reduce -16.5% 1,045 $635K
Chicago Capital, LLC 0.02% No change 1,045 $635K
Norden Group LLC 0.07% Add +2.9% 1,044 $634K
Clarius Group, LLC 0.04% Reduce -5.3% 1,041 $633K
Fidelis Capital Partners, LLC 0.07% Reduce -21.2% 1,057 $632K
Diversified Trust Co. 0.02% Add +2.1% 1,038 $631K
Pavion Blue Capital, LLC 0.30% No change 1,037 $630K
Kovack Advisors, Inc. 0.07% Add +1.9% 1,036 $630K
Next Capital Management LLC 0.30% No change 1,035 $629K
Phoenix Financial Ltd. 0.01% Add +2.1% 1,030 $628K
Armbruster Capital Management, Inc. 0.13% No change 1,032 $627K
Ecofi Investissements SA 0.39% Reduce -0.8% 1,190 $618K
Sigma Planning Corp 0.02% Reduce -3.4% 1,017 $618K
AssuredPartners Investment Advisors, LLC 0.12% Add +6.7% 1,014 $617K
Elevation Point Wealth Partners, LLC 0.05% Add +2.6% 1,014 $616K
Centaurus Financial, Inc. 0.04% Add +44.8% 1,011 $615K
Crew Capital Management, Ltd 0.50% Add +0.3% 1,011 $615K
S.A. Mason LLC 0.32% Add +0.5% 1,005 $611K
Brooklyn Investment Group 0.13% Add +2.1% 1,002 $608K
Eagle Rock Investment Company, LLC 0.10% Reduce -20.0% 1,000 $608K
Michels Family Financial, LLC 0.55% Add +0.5% 1,000 $608K
Shelton Capital Management 0.01% Reduce -1.9% 989 $601K
Richardson Financial Services Inc. 0.46% Reduce -0.2% 988 $601K
KRS Capital Management, LLC 0.47% Add +1.7% 974 $592K
Woodward Diversified Capital, LLC 0.42% Add +9.2% 971 $590K
Unique Wealth Strategies, LLC 0.27% Add +4.9% 962 $585K
SteelPeak Wealth, LLC 0.02% Reduce -0.7% 958 $583K
Quent Capital, LLC 0.06% Reduce -1.8% 955 $580K
Buckley Wealth Management, LLC 0.18% Add +3.4% 954 $580K
Advisor OS, LLC 0.07% Add +10.1% 951 $578K
Beaumont Financial Advisors, LLC 0.05% Add +1.2% 950 $577K
GC Wealth Management RIA, LLC 0.10% Add +3.3% 937 $570K
SCS Capital Management LLC 0.01% New 926 $563K
Mgo One Seven LLC 0.02% Reduce -27.8% 924 $562K
Graypoint LLC 0.04% Reduce -20.2% 922 $560K
Venture Visionary Partners LLC 0.02% Add +4.5% 921 $560K
Rockland Trust Co. 0.03% No change 921 $560K
Austin Private Wealth, LLC 0.05% Add +13.8% 917 $557K
Capital Wealth Planning, LLC 0.00% No change 912 $554K
Cyrus J. Lawrence, LLC 2.10% Reduce -93.8% 912 $554K
CWS Financial Advisors, LLC 0.17% Reduce -4.6% 911 $554K
World Equity Group, Inc. 0.16% Reduce -40.7% 890 $547K
Transcend Capital Advisors, LLC 0.04% Add +7.7% 900 $547K
Connective Portfolio Management, LLC 1.85% No change 900 $547K
Board of the Pension Protection Fund 0.62% New 900 $547K
Cooper Financial Group 0.07% Add +7.6% 895 $544K
Virtue Capital Management, LLC 0.06% Reduce -1.2% 894 $543K
EverSource Wealth Advisors, LLC 0.03% Add +30.3% 891 $542K
Cullen/Frost Bankers, Inc. 0.01% Add +654.2% 890 $541K
Financial Advisors, LLC 0.11% Reduce -7.1% 886 $539K
Howard Bailey Securities, LLC 0.18% New 884 $537K
Harvest Investment Services, LLC 0.15% New 883 $537K
Aptus Capital Advisors, LLC 0.01% Add +22.6% 880 $535K
Hayek Kallen Investment Management 0.20% No change 875 $532K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 856 $520K
Azimuth Capital Investment Management LLC 0.02% No change 855 $520K
Diversified Enterprises, LLC 0.04% Add +17.0% 854 $519K
GEN Financial Management, INC. 0.35% Reduce -9.9% 851 $517K
Tuttle Capital Management, LLC 2.26% Add +39.6% 846 $514K
Cascades Capital Asset Management, LLC 0.28% No change 845 $514K
Northside Capital Management, LLC 0.08% No change 841 $511K
Ostrum Asset Management 0.03% Add +133.0% 841 $511K
Whittier Trust Co. of Nevada Inc. 0.01% No change 841 $511K
Waterloo Capital, L.P. 0.05% Add +34.4% 841 $511K
Southeast Asset Advisors, LLC 0.06% No change 836 $508K
Atom Investors LP 0.06% Reduce -91.0% 835 $508K
HCR Wealth Advisors 0.07% Add +32.7% 832 $506K
Insigneo Advisory Services, LLC 0.05% Reduce -27.3% 829 $504K
Greenup Street Wealth Management LLC 0.10% Reduce -79.8% 823 $500K
Axxcess Wealth Management, LLC 0.01% Add +17.4% 818 $497K
Rossmore Private Capital 0.06% Add +10.1% 818 $497K
Haverford Trust Co 0.01% Add +6.2% 818 $497K
Leisure Capital Management 0.20% No change 813 $494K
TABR Capital Management, LLC 0.51% Add +10.6% 806 $490K
Mayflower Financial Advisors, LLC 0.07% Reduce -1.5% 802 $487K
Perigon Wealth Management, LLC 0.01% Reduce -1.0% 797 $485K
Arlington Trust Co LLC 0.10% Add +22.8% 797 $484K
Acadian Asset Management LLC 0.00% Add +26.2% 799 $484K
Reliant Investment Partners, LLC 0.49% Reduce -0.5% 795 $483K
Baader Bank Aktiengesellschaft 0.05% Add +20.8% 825 $483K
Evoke Wealth, LLC 0.01% Add +2.6% 791 $481K
Advisors Capital Management, LLC 0.01% Add +4.8% 790 $481K
Calamos Wealth Management LLC 0.02% Reduce -5.4% 790 $480K
Beese Fulmer Investment Management, Inc. 0.04% Add +0.8% 789 $479K
Sentry Investment Management LLC 0.32% Reduce -23.0% 901 $479K
Westpac Banking Corp. 0.04% Reduce -20.9% 788 $479K
Conning Inc. 0.02% No change 785 $477K
Argus Investors' Counsel, Inc. 0.36% Reduce -2.3% 783 $476K
Ashton Thomas Securities, LLC 0.13% Add +1.2% 779 $475K
Benin Management CORP 0.13% Reduce -11.7% 773 $470K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -37.0% 772 $470K
Simon Quick Advisors, LLC 0.03% Add +29.5% 768 $467K
Texas Capital Bank Wealth Management Services Inc 0.05% New 765 $465K
Master's Wealth Management Inc. 0.24% Add +5.2% 764 $464K
Howard Capital Management, LLC 0.01% Reduce -9.2% 756 $460K
Van Cleef Asset Management,Inc 0.05% No change 749 $455K
VestGen Advisors, LLC 0.02% — 747 $454K
Wells Trecaso Financial Group, LLC 0.15% Add +0.1% 747 $454K
Mutual Advisors, LLC 0.01% Add +14.9% 757 $453K
Dividend Assets Capital, LLC 0.09% Reduce -12.9% 744 $452K
Raiffeisen Bank International AG 0.01% New 750 $451K
Corient IA LP 0.32% — 741 $450K
Winslow Capital Management, LLC 0.00% Reduce -48.5% 741 $450K
Legacy Advisors, LLC 0.05% Add +10.6% 738 $449K
Texas Yale Capital Corp. 0.02% No change 730 $444K
Fractal Investments LLC 0.06% No change 730 $444K
Leonteq Securities AG 0.03% Add +22.8% 726 $441K
Pinion Investment Advisors, LLC 0.10% No change 720 $438K
Evergreen Capital Management LLC 0.01% Reduce -8.8% 720 $438K
Presidio Capital Management, LLC 0.18% Reduce -1.1% 716 $435K
Signal Advisors Wealth, LLC 0.04% Add +0.6% 715 $435K
Endowment Wealth Management, Inc. 0.28% Add +9.7% 714 $434K
Spire Wealth Management 0.01% Reduce -34.2% 707 $430K
Focus Financial Network, Inc. 0.02% Add +2.0% 705 $429K
626 Financial, LLC 0.22% Reduce -4.1% 702 $427K
Ledgewood Wealth Advisors, LLC 0.27% No change 700 $425K
Everhart Financial Group, Inc. 0.06% Reduce -27.7% 700 $425K
Wakefield Asset Management LLLP 0.13% Reduce -1.8% 697 $424K
One Wealth Capital Management, LLC 0.23% Add +10.7% 693 $421K
T. Rowe Price Investment Management, Inc. 0.00% Add +85.4% 688 $419K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.1% 689 $419K
Challenger Wealth Management 0.33% Reduce -4.2% 686 $417K
Ted Buchan & Co 0.20% Reduce -8.8% 685 $416K
Wagner Wealth Management, LLC 0.10% Add +0.3% 684 $416K
Rehmann Capital Advisory Group 0.03% Reduce -3.8% 681 $414K
Stratos Investment Management, LLC 0.02% New 680 $414K
Claro Advisors Inc. 0.06% Reduce -9.8% 679 $413K
Portside Wealth Group, LLC 0.07% Add +10.6% 679 $413K
RNC Capital Management LLC 0.02% Reduce -7.3% 677 $412K
Northwest Bancshares, Inc. 0.08% No change 675 $410K
Trust Co. of Toledo NA 0.05% No change 673 $409K
Capital Analysts, LLC 0.02% No change 665 $404K
Trueblood Wealth Management, LLC 0.19% Add +4.6% 664 $404K
Hara Capital LLC 0.27% Reduce -34.6% 660 $401K
Middleton & Co. Inc. 0.05% Reduce -10.8% 660 $401K
Patron Partners, LLC 0.22% Add +0.9% 658 $400K
Fortress Private Ledger, LLC 0.22% Add +21.9% 657 $399K
First Citizens Bank & Trust Co. 0.01% Add +6.5% 655 $398K
FSM Wealth Advisors, LLC 0.09% Add +10.3% 651 $396K
Eagle Bay Advisors LLC 0.34% Add +14.0% 651 $396K
Renaissance Group LLC 0.02% Reduce -3.0% 651 $396K
MassMutual Private Wealth & Trust, FSB 0.01% Add +16.0% 651 $396K
Certuity, LLC 0.04% Add +4.7% 650 $395K
Wealthcare Capital Partners, LLC 0.20% Add +4.2% 649 $394K
Herold Advisors, Inc. 0.09% Reduce -64.0% 646 $393K
Norris Perne & French LLP 0.03% Reduce -5.8% 645 $392K
Soltis Investment Advisors LLC 0.04% Reduce -0.8% 644 $391K
Confluence Wealth Services, Inc. 0.02% New 674 $391K
Trust Co of the South 0.08% Add +1.4% 644 $391K
LBP Am SA 0.01% Reduce -76.6% 640 $389K
ICONIQ Capital, LLC 0.01% Add +59.3% 637 $387K
Alta Advisers Ltd 0.16% Add +45.9% 636 $387K
Alpine Woods Capital Investors, LLC 0.10% Add +1.6% 636 $387K
Montecito Bank & Trust 0.07% New 634 $385K
Richard W. Paul & Associates, LLC 0.15% Reduce -27.4% 632 $384K
Renasant Bank 0.25% Reduce -8.9% 631 $384K
Abacus Wealth Partners, LLC 0.06% New 627 $381K
Penserra Capital Management LLC 0.01% Reduce -32.2% 627 $380K
Knollwood Investment Advisory, LLC 0.04% No change 625 $380K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -13.1% 625 $380K
Drive Wealth Management, LLC 0.09% Reduce -4.3% 624 $380K
PDS Planning, Inc 0.03% Add +7.8% 624 $379K
180 Wealth Advisors, LLC 0.06% Reduce -1.1% 620 $377K
Asset Dedication, LLC 0.03% Reduce -21.1% 619 $376K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.2% 618 $375K
CenterBook Partners LP 0.02% Reduce -63.2% 617 $375K
Legacy Edge Advisors, LLC 0.06% Reduce -1.9% 613 $373K
Romano Brothers and Company 0.05% Reduce -29.1% 610 $371K
W Advisors, LLC 0.23% Add +3.8% 609 $370K
TFB Advisors LLC 0.11% Add +7.8% 608 $370K
Security National Bank of So Dak 0.21% Add +1.2% 607 $369K
Farmers & Merchants Investments Inc. 0.01% No change 606 $368K
Astoria Portfolio Advisors LLC. 0.13% Reduce -41.9% 633 $368K
Baldwin Investment Management, LLC 0.04% No change 603 $367K
Capital Group Investment Management Pte. LTD. 0.07% New 600 $365K
Sentry LLC 0.07% No change 600 $365K
Fulton Breakefield Broenniman LLC 0.03% No change 600 $365K
Old National Bancorp 0.01% Add +7.3% 599 $364K
Quotient Wealth Partners, LLC 0.01% Reduce -2.0% 594 $361K
Sienna Gestion 0.03% No change 607 $359K
Northern Financial Advisors Inc 0.30% No change 590 $359K
First Merchants Corp. 0.01% No change 590 $359K
West Oak Capital, LLC 0.20% Reduce -11.3% 590 $359K
Freedom Investment Management, Inc. 0.03% Reduce -30.9% 589 $358K
Mission Wealth Management, LP 0.01% Reduce -1.2% 587 $357K
1ST Source Bank 0.02% Reduce -3.3% 586 $356K
Chicago Partners Investment Group LLC 0.01% Add +5.0% 569 $355K
Debussy Capital Management LP 0.06% Add +1.0% 583 $354K
Lincoln Capital Corp. 0.15% Reduce -0.3% 581 $353K
Alps Advisors Inc. 0.00% Reduce -1.7% 579 $352K
Northwest Wealth Management, LLC 0.07% Add +0.2% 579 $352K
Lansing Street Advisors 0.12% Add +45.3% 577 $351K
PFG Advisors 0.02% Reduce -6.7% 576 $350K
Oak Asset Management, LLC 0.13% No change 573 $348K
Tortoise Investment Management, LLC 0.04% Reduce -8.8% 572 $347K
Channel Wealth LLC 0.11% No change 571 $347K
CFS Investment Advisory Services, LLC 0.03% Reduce -0.5% 570 $346K
Lockerman Financial Group, Inc. 0.52% Add +6.2% 567 $345K
Schonfeld Strategic Advisors LLC 0.00% Reduce -99.4% 567 $345K
Crestmont Private Wealth LLC 0.15% Add +7.4% 565 $343K
Jacobi Capital Management LLC 0.03% Add +0.2% 563 $342K
Samalin Investment Counsel, LLC 0.14% Add +18.1% 562 $342K
Tandem Wealth Advisors LLC 0.18% Add +6.2% 562 $342K
PGIM Custom Harvest LLC 0.01% Reduce -17.6% 556 $338K
Avior Wealth Management, LLC 0.01% Reduce -44.7% 554 $337K
Brave Asset Management Inc. 0.11% No change 553 $336K
RS Crum Inc. 0.09% No change 552 $336K
Berkshire Money Management, Inc. 0.04% No change 552 $336K
Sonoma Private Wealth LLC 0.46% Add +1.1% 551 $335K
Prelude Capital Management, LLC 0.03% Reduce -24.6% 550 $334K
Strategy Asset Managers LLC 0.07% Reduce -8.2% 550 $334K
Nvest Financial, LLC 0.18% Reduce -0.9% 549 $334K
TCFG Wealth Management, LLC 0.17% Reduce -2.1% 546 $332K
Ssi Investment Management LLC 0.13% No change 546 $332K
Lake Street Private Wealth, LLC 0.05% No change 546 $332K
L2 Asset Management, LLC 0.07% Add +9.7% 545 $331K
CFM Wealth Partners LLC 0.06% No change 543 $330K
Family Manage LLC 0.05% Reduce -3.2% 540 $328K
Wealthquest Corp 0.03% Reduce -1.5% 539 $328K
Busey Bank 0.01% Add +9.6% 538 $327K
GenTrust, LLC 0.02% Add +2.7% 538 $327K
Ascentis Independent Advisors 0.06% Reduce -17.7% 538 $327K
Red Spruce Capital, LLC 0.15% No change 536 $326K
Sage Mountain Advisors LLC 0.02% Reduce -4.1% 535 $325K
Abel Hall, LLC 0.20% Add +30.7% 532 $323K
Bokf, NA 0.01% Reduce -0.4% 531 $323K
Affinity Investment Advisors, LLC 0.26% Reduce -0.2% 529 $322K
Moneco Advisors, LLC 0.03% Reduce -12.3% 527 $320K
Quantum Financial Advisors, LLC 0.05% No change 526 $320K
Modera Wealth Management, LLC 0.00% Reduce -0.9% 526 $320K
Integral Investment Advisors, Inc. 0.10% Reduce -12.8% 525 $319K
Delta Investment Management, LLC 0.06% Add +0.2% 524 $319K
Foster & Motley Inc. 0.02% Reduce -11.4% 523 $318K
Gardner Lewis Asset Management L P 0.08% New 522 $317K
Intrua Financial, LLC 0.05% Add +5.0% 520 $316K
Bridgewater Advisors Inc. 0.03% New 522 $315K
Pines Wealth Management, LLC 0.14% Add +0.3% 596 $313K
Diversify Advisory Services, LLC 0.02% Add +15.6% 518 $312K
Picton Mahoney Asset Management 0.01% Add +16.1% 511 $311K
Acropolis Investment Management, LLC 0.02% Add +0.4% 511 $311K
MBB Public Markets I LLC 0.04% New 509 $309K
Aviance Capital Partners, LLC 0.04% No change 508 $309K
MJP Associates Inc. 0.06% Add +1.6% 507 $308K
Hanson & Doremus Investment Management 0.04% Reduce -8.5% 505 $307K
Allworth Financial LP 0.00% Add +6.9% 514 $307K
Monument Capital Management 0.09% Reduce -0.4% 504 $306K
Parkside Financial Bank & Trust 0.04% Add +19.7% 504 $306K
Ariston Services Group 0.26% No change 504 $306K
Magnolia Capital Advisors LLC 0.08% Reduce -21.3% 504 $306K
Sterneck Capital Management, LLC 0.17% No change 502 $305K
McDonald Partners LLC 0.08% No change 500 $304K
RBF Capital, LLC 0.02% No change 500 $304K
MQS Management LLC 0.17% New 499 $303K
Cascade Financial Partners, LLC 0.04% Add +3.1% 498 $303K
Ignite Planners, LLC 0.06% Add +17.7% 493 $301K
Strategies Wealth Advisors, LLC 0.04% New 495 $301K
Gleason Group, Inc. 0.05% Add +0.4% 494 $300K
Westover Capital Advisors, LLC 0.07% Add +3.1% 493 $300K
CWA Asset Management Group, LLC 0.01% Add +11.8% 491 $298K
Maripau Wealth Management LLC 0.17% Reduce -4.3% 487 $296K
Good Steward Wealth Advisors,LLC 0.27% — 484 $294K
Henderson Brothers Financial Partners, LLC 0.15% — 334 $294K
Wbi Investments, LLC 0.08% New 483 $293K
Moneta Group Investment Advisors LLC 0.00% Add +0.8% 480 $292K
Becker Capital Management Inc. 0.01% Reduce -1.0% 477 $290K
RoundAngle Advisors LLC 0.27% No change 476 $289K
TL Private Wealth 0.14% No change 550 $289K
Aspiriant, LLC 0.01% Reduce -2.3% 474 $288K
Maltin Wealth Management, Inc. 0.14% No change 473 $288K
Olympiad Research LP 0.34% New 473 $288K
MIdWestOne Financial Group, Inc. 0.04% Add +2.6% 472 $287K
EntryPoint Capital, LLC 0.13% New 470 $286K
First Business Financial Services, Inc. 0.03% Add +3.3% 470 $286K
CVA Family Office, LLC 0.04% Add +4.2% 469 $285K
LRI Investments, LLC 0.03% Reduce -32.3% 468 $285K
Fulton Bank, N.A. 0.01% No change 468 $284K
LVZ, Inc. 0.04% Reduce -13.4% 467 $284K
Catalyst Capital Advisors LLC 0.01% New 466 $283K
Aries Wealth Management 0.08% New 464 $282K
AlTi Global, Inc. 0.01% Reduce -47.1% 463 $281K
Twinbeech Capital LP 0.01% Reduce -99.5% 463 $281K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +7.7% 461 $280K
Tiemann Investment Advisors, LLC 0.13% Reduce -1.1% 460 $280K
Fermata Advisors, LLC 0.05% Reduce -29.8% 459 $279K
Legacy Capital Wealth Partners, LLC 0.07% New 459 $279K
Bingham Private Wealth, LLC 0.29% Add +13.7% 457 $278K
Keynote Financial Services LLC 0.20% No change 457 $278K
Capital Investment Advisors, LLC 0.01% Reduce -6.0% 455 $277K
Mission Creek Capital Partners, Inc. 0.07% Reduce -51.3% 455 $277K
Chase Investment Counsel Corp. 0.10% Reduce -67.5% 455 $276K
Creekside Partners 0.14% Add +10.2% 452 $275K
Occidental Asset Management, LLC 0.04% New 449 $273K
Ameraudi Asset Management, Inc. 0.16% No change 448 $272K
Liberty Capital Management, Inc. 0.06% New 447 $272K
Evermay Wealth Management LLC 0.04% Add +0.5% 443 $269K
Seneca House Advisors 0.11% Add +1.1% 441 $268K
Five Oceans Advisors 0.13% No change 438 $266K
Klingman & Associates, LLC 0.02% Add +4.3% 437 $266K
Centric Wealth Management 0.07% No change 437 $266K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +0.2% 436 $265K
Catalyst Financial Partners LLC 0.05% Add +6.4% 435 $264K
WestHill Financial Advisors, Inc. 0.06% No change 433 $263K
Nicolet Advisory Services, LLC 0.03% Add +3.5% 468 $262K
Hudson Value Partners, LLC 0.10% Reduce -12.2% 431 $262K
Auxano Advisors, LLC 0.07% Add +1.4% 429 $261K
Adero Partners, LLC 0.02% Add +3.1% 428 $260K
Heartland Bank & Trust Co 0.13% New 427 $260K
Landing Point Financial Group, LLC 0.20% No change 425 $259K
Evernest Financial Advisors, LLC 0.09% Add +7.0% 425 $258K
Claret Asset Management Corp 0.05% No change 423 $257K
Atala Financial Inc 0.19% No change 420 $255K
Saturna Capital Corp. 0.00% Reduce -16.0% 420 $255K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -2.3% 417 $253K
Moment Partners, LLC 0.05% Reduce -0.7% 417 $253K
Journey Strategic Wealth LLC 0.01% New 415 $252K
Sivia Capital Partners, LLC 0.12% Reduce -0.7% 415 $252K
Meadow Creek Wealth Advisors LLC 0.19% Add +2.7% 415 $252K
Perennial Investment Advisors, LLC 0.03% New 414 $252K
Evanson Asset Management, LLC 0.02% New 414 $252K
Essex Bank 0.06% Reduce -4.8% 414 $252K
First County Bank 0.14% Reduce -5.5% 413 $251K
Quantum Portfolio Management LLC 0.13% New 412 $250K
Callan Capital, LLC 0.02% New 411 $250K
HBW Advisory Services LLC 0.04% Reduce -2.9% 409 $248K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 406 $247K
CenterStar Asset Management, LLC 0.35% Reduce -21.3% 403 $245K
Purkiss Capital Advisors LLC 0.18% New 401 $244K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Reduce -2.4% 400 $243K
J. W. Coons Advisors, LLC 0.06% No change 400 $243K
Wilkins Investment Counsel Inc. 0.03% No change 400 $243K
Pekin Hardy Strauss, Inc. 0.03% No change 400 $243K
Resources Management Corp. /CT/ 0.03% No change 400 $243K
BXM Wealth LLC 0.29% Add +0.8% 401 $243K
Investment Advisory Services Inc. /TX 0.09% Add +0.3% 399 $243K
Revolve Wealth Partners, LLC 0.04% New 398 $242K
Plante Moran Financial Advisors, LLC 0.02% Add +1.0% 396 $241K
Resurgent Financial Advisors LLC 0.14% Add +4.2% 394 $239K
Clearstead Trust, LLC 0.05% No change 394 $239K
Apella Capital, LLC 0.01% Add +2.8% 398 $237K
Alpine Bank Wealth Management 0.04% — 390 $237K
True Wealth Design, LLC 0.09% Add +0.3% 390 $237K
Prosperity Financial Group, Inc. 0.12% Reduce -8.0% 389 $236K
Longboard Asset Management, LP 0.69% No change 388 $236K
Birchcreek Wealth Management, LLC 0.15% No change 387 $235K
Northstar Financial Companies, Inc. 0.25% Add +2.1% 386 $235K
Nelson Capital Management, LLC 0.04% No change 385 $234K
Blue Barn Wealth, LLC 0.12% Reduce -0.5% 385 $234K
Freestone Capital Holdings, LLC 0.01% Add +15.0% 384 $233K
Catalina Capital Group, LLC 0.16% Reduce -47.1% 384 $233K
Cidel Asset Management Inc. 0.02% No change 384 $233K
Forte Capital LLC 0.03% No change 381 $232K
Braun-Bostich & Associates Inc. 0.17% Reduce -0.3% 381 $232K
West Michigan Advisors, LLC 0.08% New 380 $231K
MTM Investment Management, LLC 0.09% No change 378 $231K
Moss Adams Wealth Advisors LLC 0.02% Reduce -36.6% 379 $230K
Valmark Advisers, Inc. 0.00% Reduce -17.1% 379 $230K
Flagship Harbor Advisors, LLC 0.01% Add +2.7% 379 $230K
Rodgers Brothers Inc. 0.03% No change 377 $229K
Smith Anglin Financial, LLC 0.02% Add +0.3% 376 $229K
Vista Capital Partners, Inc. 0.03% Add +0.3% 373 $227K
Annex Advisory Services, LLC 0.01% New 373 $227K
Independent Financial Group, LLC 0.01% New 371 $225K
Roberts Glore & Co. Inc. 0.07% No change 370 $225K
Wealth Management Associates, Inc. 0.10% No change 368 $224K
Riverstone Advisors, LLC 0.13% Reduce -4.2% 368 $224K
Optivise Advisory Services LLC 0.13% New 368 $223K
Cromwell Holdings LLC 0.14% No change 366 $222K
Silverlake Wealth Management LLC 0.09% No change 366 $222K
Fayez Sarofim & Co 0.00% No change 365 $222K
Financial Management Network Inc. 0.05% Reduce -11.7% 416 $221K
Fullcircle Wealth LLC 0.09% Add +18.6% 369 $220K
Tyche Wealth Partners LLC 0.05% Add +2.8% 362 $220K
VestGen Investment Management 0.17% Add +14.2% 361 $219K
Peak Financial Management, Inc. 0.07% Reduce -11.1% 359 $218K
Canopy Partners, LLC 0.08% Add +1.1% 358 $218K
Capital A Wealth Management, LLC 0.23% Reduce -80.3% 355 $216K
Diversify Wealth Management, LLC 0.02% New 357 $215K
Impact Capital Partners LLC 0.08% Reduce -1.1% 354 $215K
Portfolio Design Labs, LLC 0.04% New 354 $215K
Heritage Wealth Advisors 0.01% Reduce -0.8% 352 $214K
Capula Management Ltd 0.00% New 351 $213K
Spirepoint Private Client, LLC 0.03% Reduce -4.9% 351 $213K
Beaton Management Co. Inc. 0.11% No change 351 $213K
Millburn Ridgefield LLC 0.01% New 350 $213K
Empower Advisory Group, LLC 0.00% Reduce -13.6% 350 $213K
Stewardship Advisors, LLC 0.06% Add +2.4% 349 $212K
Icon Wealth Advisors, LLC 0.02% Add +3.9% 349 $212K
Aire Advisors, LLC 0.04% Reduce -2.2% 349 $212K
Optimize Financial Inc. 0.08% Reduce -2.5% 348 $212K
Wayfinding Financial, LLC 0.09% Reduce -4.9% 348 $211K
Teza Capital Management LLC 0.10% New 347 $211K
C M Bidwell & Associates Ltd. 0.13% Reduce -3.1% 346 $210K
Aaron Wealth Advisors LLC 0.02% Reduce -8.7% 346 $210K
First Affirmative Financial Network 0.13% Add +4.2% 346 $210K
Davis R M Inc. 0.00% New 345 $210K
Altus Wealth Group LLC 0.10% Reduce -0.6% 344 $209K
OneAscent Wealth Management LLC 0.09% Add +3.3% 344 $209K
Enclave Advisors LLC 0.04% Add +1.5% 344 $209K
Ellevest, Inc. 0.01% Reduce -2.3% 343 $208K
AGH Wealth Advisors, LLC 0.20% Reduce -1.7% 342 $208K
First Western Trust Bank 0.01% Reduce -1.2% 340 $207K
Piscataqua Savings Bank 0.18% No change 340 $207K
MBA Advisors LLC 0.10% Add +0.3% 339 $206K
CYBER HORNET ETFs LLC 0.21% No change 339 $206K
Groesbeck Investment Management Corp. 0.29% No change 337 $205K
Trust Point Inc. 0.02% Reduce -0.6% 337 $205K
Baker Ellis Asset Management LLC 0.03% No change 336 $204K
E Fund Management Co., Ltd. 0.01% Add +5.0% 336 $204K
Fulcrum Equity Management 0.22% New 335 $204K
FineMark National Bank & Trust 0.01% New 335 $204K
RFG - Bristol Wealth Advisors, LLC 0.07% No change 333 $202K
Jacobsen Capital Management 0.09% New 333 $202K
Lineweaver Wealth Advisors, LLC 0.03% Reduce -3.2% 333 $202K
Elm3 Financial Group, LLC 0.18% Reduce -9.8% 332 $202K
Aspen Grove Capital, LLC 0.04% Add +1.9% 331 $201K
Livelsberger Financial Advisory 9.61% Add +0.3% 331 $201K
Hemington Wealth Management 0.03% Add +2.5% 330 $200K
Hazlett, Burt & Watson, Inc. 0.09% No change 321 $194K
TruNorth Capital Management, LLC 0.05% Add +12.0% 317 $193K
Anchor Investment Management, LLC 0.02% No change 312 $190K
Compass Wealth Management LLC 0.05% No change 300 $182K
Park Square Financial Group, LLC 0.14% Reduce -16.3% 299 $182K
Colonial Trust Co / SC 0.03% Reduce -37.2% 295 $179K
City Holding Co. 0.03% Add +17.1% 294 $179K
Union Savings Bank 0.08% No change 280 $170K
Atticus Wealth Management, LLC 0.05% No change 275 $167K
Park Place Capital Corp 0.04% Add +16.3% 271 $165K
Cary Street Partners Investment Advisory LLC 0.09% Add +80.0% 270 $164K
Financial Management Professionals, Inc. 0.02% Reduce -0.7% 268 $163K
Rosenberg Matthew Hamilton 0.04% Add +4.0% 260 $158K
Webster Bank, N. A. 0.02% No change 254 $154K
ORG Partners LLC 0.04% Add +4.2% 251 $153K
Legacy Wealth Managment, LLC 0.11% No change 252 $153K
MV Capital Management, Inc. 0.02% Add +165.3% 252 $153K
Roxbury Financial LLC 0.14% No change 220 $147K
Aventura Private Wealth, LLC 0.07% No change 234 $142K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +6.1% 225 $137K
eCIO, Inc. 0.05% — 224 $136K
Bank & Trust Co 0.11% No change 220 $134K
West Branch Capital LLC 0.04% Add +442.5% 217 $132K
Bruce G. Allen Investments, LLC 0.10% Reduce -3.6% 217 $132K
Citizens National Bank Trust Department 0.03% Add +8.5% 217 $132K
SOA Wealth Advisors, LLC. 0.03% Add +10339.6% 19,000 $130K
Armstrong Advisory Group, Inc. 0.01% No change 196 $125K
Ridgewood Investments LLC 0.06% No change 202 $123K
West Paces Advisors Inc. 0.03% No change 195 $119K
Oakworth Capital, Inc. 0.01% No change 190 $115K
Gen-Wealth Partners Inc 0.05% Reduce -13.7% 189 $115K
Salem Investment Counselors Inc. 0.00% Add +4.4% 188 $114K
JFS Wealth Advisors, LLC 0.01% Add +2.9% 180 $109K
Beacon Capital Management, LLC 0.01% Add +0.6% 176 $107K
REAP Financial Group, LLC 0.03% Add +48.7% 174 $106K
Strengthening Families & Communities, LLC 0.06% Add +18.6% 204 $103K
Paladin Advisory Group, LLC 0.08% No change 169 $103K
American National Bank & Trust 0.01% Reduce -2.3% 169 $103K
Clarity Asset Management, Inc. 0.07% Reduce -15.6% 168 $102K
Golden State Wealth Management, LLC 0.02% Reduce -8.2% 167 $102K
Capital Advisors, Ltd. LLC 0.01% No change 166 $101K
Fortitude Family Office, LLC 0.04% Reduce -19.1% 165 $100K
Rowlandmiller & Partners.adv 0.02% No change 165 $100K
Grove Bank & Trust 0.01% Add +8.0% 162 $98K
Pin Oak Investment Advisors Inc. 0.07% No change 161 $97K
Colonial Trust Advisors 0.01% No change 157 $95K
Bay Harbor Wealth Management, LLC 0.03% Reduce -30.1% 151 $92K
AlphaQuest LLC 0.01% Reduce -92.1% 151 $92K
Pinnacle Bancorp, Inc. 0.03% No change 150 $91K
Pittenger & Anderson Inc. 0.00% Add +50.0% 150 $91K
Thompson Investment Management, Inc. 0.01% No change 150 $91K
WASHINGTON TRUST Co 0.00% Add +24.4% 143 $87K
Global Financial Private Client, LLC 0.03% Add +3.8% 136 $83K
Missouri Trust & Investment Co 0.03% No change 135 $82K
DecisionPoint Financial, LLC 0.02% No change 135 $82K
FSA Wealth Management LLC 0.03% No change 132 $80K
Financial Perspectives, Inc 0.03% No change 130 $79K
Putney Financial Group LLC 0.08% No change 129 $78K
SIMA Wealth Partners, LLC 0.06% No change 127 $77K
Compagnie Lombard Odier SCmA 0.00% No change 127 $77K
Kentucky Trust Co 0.04% No change 120 $73K
Private Wealth Asset Management, LLC 0.01% — 119 $72K
MCF Advisors LLC 0.01% Reduce -16.3% 118 $72K
NBT Bank, N.A. 0.01% No change 118 $72K
Versant Capital Management, Inc 0.01% Add +24.5% 117 $71K
Centricity Wealth Management, LLC 0.06% No change 116 $71K
Glen Eagle Advisors, LLC 0.01% No change 116 $71K
Riverview Trust Co 0.07% Reduce -1.7% 114 $69K
Rossby Financial, LCC 0.03% New 115 $69K
Security National Bank 0.01% No change 111 $67K
Wood Tarver Financial Group, LLC 0.02% No change 109 $66K
Promus Capital, LLC 0.05% No change 108 $66K
Stephens Consulting, LLC 0.02% Add +0.9% 107 $65K
ZynergyRetirementPlanningLLC 0.05% No change 100 $64K
Cherry Tree Wealth Management, LLC 0.01% Add +34.2% 102 $62K
Country Trust Bank 0.00% New 101 $61K
Pilgrim Partners Asia Pte Ltd 0.06% Add +33.3% 100 $61K
Trifecta Capital Advisors, LLC 0.01% No change 100 $61K
Arcadia Investment Management Corp. 0.01% No change 100 $61K
Cheviot Value Management, LLC 0.01% New 95 $59K
Longview Financial Advisors LLC 0.04% No change 95 $58K
Crews Bank & Trust 0.01% No change 94 $57K
SBI Securities Co., Ltd. 0.00% Add +19.5% 92 $56K
J.Safra Asset Management Corp 0.00% Reduce -47.7% 91 $55K
Physician Wealth Advisors, Inc. 0.01% Reduce -29.4% 89 $54K
Deseret Mutual Benefit Administrators 0.03% Reduce -2.3% 87 $53K
Independence Bank of Kentucky 0.01% No change 87 $53K
Cornerstone Planning Group LLC 0.01% Add +116.7% 91 $53K
Opal Wealth Advisors, LLC 0.02% New 83 $50K
WPG Advisers, LLC 0.05% Add +5.1% 82 $50K
Sandy Spring Bank 0.00% Reduce -2.5% 79 $48K
Rise Advisors, LLC 0.02% Add +8.6% 76 $46K
Game Plan Financial Advisors, LLC 0.03% No change 75 $46K
DHJJ Financial Advisors, Ltd. 0.02% No change 75 $46K
City State Bank 0.01% No change 75 $46K
Retirement Wealth Solutions LLC 0.04% No change 74 $45K
Sachetta, LLC 0.02% Reduce -4.0% 73 $44K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +421.4% 73 $44K
Sierra Ocean, LLC 0.03% Add +89.5% 72 $44K
Private Wealth Management Group, LLC 0.02% No change 72 $44K
Canton Hathaway, LLC 0.01% No change 69 $42K
Hager Investment Management Services, LLC 0.03% No change 69 $42K
Accent Capital Management, LLC 0.02% New 68 $41K
Grayhawk Investment Strategies Inc. 0.09% No change 66 $40K
GW&K Investment Management, LLC 0.00% Add +18.2% 65 $40K
Simplex Trading, LLC 0.00% Reduce -95.6% 65 $39K
Chilton Capital Management LLC 0.00% Add +1500.0% 64 $39K
Bellwether Advisors, LLC 0.01% Reduce -17.9% 64 $39K
Motco 0.00% Reduce -3.1% 62 $38K
First United Bank & Trust 0.01% Add +8.9% 61 $37K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -25.0% 60 $36K
Covestor Ltd 0.02% Reduce -1.7% 59 $36K
Addison Advisors LLC 0.01% No change 59 $36K
Pacific Center for Financial Services 0.01% No change 59 $36K
Adirondack Trust Co. 0.01% No change 58 $35K
Olde Wealth Management, LLC 0.01% New 58 $35K
Salomon & Ludwin, LLC 0.00% No change 57 $35K
Pingora Partners LLC 0.02% No change 55 $33K
WealthCollab, LLC 0.02% No change 52 $32K
Johnson Financial Group, Inc. 0.00% Add +2.0% 51 $31K
Saudi Central Bank 0.16% New 51 $31K
MPWM Advisory Solutions, LLC 0.02% No change 50 $30K
Clean Yield Group 0.01% No change 50 $30K
IAG Wealth Partners, LLC 0.00% No change 50 $30K
Gables Capital Management Inc. 0.01% No change 49 $30K
New England Capital Financial Advisors LLC 0.01% Add +2.1% 49 $30K
Proffitt & Goodson Inc. 0.00% Reduce -23.8% 48 $29K
Trust Co 0.00% Add +6.7% 48 $29K
Millstone Evans Group, LLC 0.02% No change 47 $29K
Meeder Asset Management Inc. 0.00% Reduce -28.8% 47 $29K
Center for Financial Planning, Inc. 0.00% No change 46 $28K
Carolinas Wealth Consulting LLC 0.01% Reduce -13.5% 45 $28K
Wealth Preservation Advisors, LLC 0.02% — 45 $27K
NewSquare Capital LLC 0.00% Add +800.0% 45 $27K
Fourth Dimension Wealth, LLC 0.01% Reduce -81.0% 44 $27K
Whipplewood Advisors, LLC 0.02% Add +166.7% 104 $26K
Princeton Global Asset Management LLC 0.00% Reduce -52.3% 41 $25K
Arcadia Investment Advisors LLC 0.01% No change 40 $24K
Ascentis Wealth Management, LLC 0.01% Reduce -71.0% 38 $23K
Activest Wealth Management 0.01% Add +0.0% 38 $23K
Key Financial Inc 0.00% No change 36 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -12.2% 36 $22K
Abound Wealth Management 0.01% Reduce -12.8% 34 $21K
Harbor Investment Advisory, LLC 0.00% Reduce -65.6% 33 $20K
Solstein Capital, LLC 0.01% Reduce -44.8% 32 $19K
Dunhill Financial, LLC 0.01% Reduce -5.9% 32 $19K
Harvest Fund Management Co., Ltd 0.00% Reduce -82.9% 32 $19K
Creekmur Asset Management LLC 0.00% Add +3.3% 31 $19K
Accredited Wealth Management, LLC 0.02% New 30 $18K
Medallion Wealth Advisors, LLC 0.01% No change 30 $18K
Prestige Wealth Management Group LLC 0.00% Reduce -45.5% 30 $18K
Hexagon Capital Partners LLC 0.00% Reduce -31.8% 30 $18K
United Community Bank 0.01% New 29 $18K
Bell Investment Advisors, Inc 0.00% Add +7.4% 29 $18K
Archer Investment Corp 0.00% Add +33.3% 28 $17K
Bangor Savings Bank 0.00% Reduce -36.4% 28 $17K
Binnacle Investments Inc 0.01% — 27 $16K
CNB Bank 0.01% No change 25 $15K
Mascoma Wealth Management LLC 0.00% No change 25 $15K
Semmax Financial Advisors Inc. 0.00% No change 23 $15K
Nemes Rush Group LLC 0.00% No change 23 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 22 $13K
Raffa Wealth Management, LLC 0.00% No change 22 $13K
Holos Integrated Wealth LLC 0.01% No change 21 $13K
Truvestments Capital LLC 0.00% No change 21 $13K
Flaharty Asset Management, LLC 0.00% New 21 $13K
Bogart Wealth, LLC 0.00% Add +61.5% 21 $13K
Ameriflex Group, Inc. 0.01% No change 20 $12K
GoalVest Advisory LLC 0.00% No change 20 $12K
Hoey Investments, Inc. 0.00% No change 20 $12K
DT Investment Partners, LLC 0.00% No change 20 $12K
Avion Wealth 0.00% No change 20 $12K
Valley National Advisers Inc. 0.00% Reduce -23.1% 20 $12K
Iron Horse Wealth Management, LLC 0.00% Reduce -9.5% 19 $12K
NFSG Corp 0.00% Reduce -96.6% 19 $12K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 19 $12K
Comprehensive Financial Planning, Inc. 0.01% No change 17 $10K
Graney & King, LLC 0.01% New 17 $10K
Wolff Wiese Magana LLC 0.01% No change 17 $10K
SJS Investment Consulting Inc. 0.00% Add +70.0% 17 $10K
Greykasell Wealth Strategies, Inc. 0.01% New 17 $10K
Bernard Wealth Management Corp. 0.00% New 16 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $10K
TD Capital Management LLC 0.00% No change 15 $9K
Copia Wealth Management 0.01% No change 15 $9K
Cetera Trust Company, N.A 0.01% No change 15 $9K
Roble, Belko & Company, Inc 0.00% No change 15 $9K
Westside Investment Management, Inc. 0.00% No change 13 $8K
Laurel Wealth Advisors LLC 0.00% Add +8.3% 13 $8K
Indiana Trust & Investment Management Co 0.00% No change 13 $8K
Highline Wealth Partners LLC 0.00% Add +20.0% 12 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 12 $7K
Sittner & Nelson, LLC 0.00% No change 12 $7K
Washington Trust Advisors, Inc. 0.00% No change 12 $7K
Hopwood Financial Services, Inc. 0.01% No change 11 $7K
Fortis Group Advisors, LLC 0.00% No change 11 $7K
First Community Trust NA 0.01% No change 10 $6K
WealthTrak Capital Management LLC 0.01% Add +150.0% 10 $6K
HighMark Wealth Management LLC 0.00% No change 10 $6K
Synergy Investment Management, LLC 0.00% New 10 $6K
HHM Wealth Advisors, LLC 0.00% No change 10 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 9 $6K
Granite FO LLC 0.00% No change 9 $5K
ESL Trust Services, LLC 0.00% No change 9 $5K
CBIZ Investment Advisory Services, LLC 0.00% New 9 $5K
Orion Capital Management LLC 0.00% No change 8 $5K
Fairway Wealth LLC 0.00% New 8 $5K
Morse Asset Management, Inc 0.00% New 8 $5K
Chesapeake Asset Management LLC 0.00% Add +700.0% 8 $5K
Principia Wealth Advisory, LLC 0.00% Add +166.7% 8 $5K
Redwood Park Advisors LLC 0.00% No change 7 $4K
Clark Wealth Partners 0.00% No change 7 $4K
Barrett & Company, Inc. 0.00% No change 7 $4K
Kestra Investment Management, LLC 0.00% Reduce -88.7% 7 $4K
Briaud Financial Planning Inc 0.00% No change 7 $4K
Westend Capital Management, LLC 0.00% No change 6 $4K
MorganRosel Wealth Management, LLC 0.00% New 6 $4K
Contravisory Investment Management, Inc. 0.00% No change 6 $4K
Parkworth Wealth Management, Inc. 0.00% No change 5 $3K
Hughes Financial Services, LLC 0.00% New 5 $3K
TFC Financial Management, Inc. 0.00% No change 5 $3K
Garde Capital, Inc. 0.00% New 5 $3K
Painted Porch Advisors LLC 0.00% Reduce -78.3% 5 $3K
North Star Investment Management Corp. 0.00% No change 5 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 5 $3K
Valued Wealth Advisors LLC 0.00% No change 4 $2K
Cranbrook Wealth Management, LLC 0.00% New 4 $2K
Reyes Financial Architecture, Inc. 0.00% New 4 $2K
Cape Investment Advisory, Inc. 0.00% Add +100.0% 4 $2K
Core Alternative Capital 0.00% Reduce -55.6% 4 $2K
Winnacle Wealth LLC 0.00% Add +33.3% 4 $2K
Navigoe, LLC 0.00% No change 4 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 3 $2K
Aspect Partners, LLC 0.00% Add +50.0% 3 $2K
American Capital Advisory, LLC 0.00% New 3 $2K
Dogwood Wealth Management LLC 0.00% New 3 $2K
Rakuten Securities, Inc. 0.00% Reduce -70.0% 3 $2K
Rialto Wealth Management, LLC 0.00% New 3 $2K
Crewe Advisors LLC 0.00% New 3 $2K
First Command Advisory Services, Inc. 0.00% New 3 $2K
PEAK6 LLC 0.00% Add +200.0% 3 $2K
1620 Investment Advisors, Inc. 0.00% No change 3 $2K
PayPay Securities Corp 0.09% Reduce -50.0% 2 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 2 $1K
JDM Financial Group LLC 0.00% No change 2 $1K
Riggs Asset Managment Co. Inc. 0.00% Reduce -87.5% 2 $1K
Greenline Partners, LLC 0.00% New 2 $1K
Bear Mountain Capital, Inc. 0.00% New 2 $1K
Lazard Asset Management LLC 0.00% Reduce -98.7% 3 $1K
HFM Investment Advisors, LLC 0.00% — 1 $608
PSI Advisors, LLC 0.00% No change 1 $608
Bare Financial Services, Inc 0.00% New 1 $608

"% of holder's portfolio" is PH's weight in each manager's 13F, not the share of Parker Hannifin Corp. the manager owns.