Phillips 66PSX

13F holders, Q1 2024 (March 31)
1,876holders
11famous investors
$162.64avg. 13F price*

At the end of Q1 2024, 1,876 institutions reported holding Phillips 66 (PSX) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock Inc. ($5.6B) and State Street Corp. ($4.6B). 11 famous investors held it, including Bill Nygren (2.0% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.3% of Elliott Investment Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Phillips 66
Sector
Energy
CUSIP
718546104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,876Q1 2024Q2 2024: 1,784Q2 2024Q3 2024: 1,774Q3 2024Q4 2024: 1,781Q4 2024Q1 2025: 1,794Q1 2025Q2 2025: 1,764Q2 2025Q3 2025: 1,838Q3 2025Q4 2025: 1,905Q4 2025Q1 2026: 2,133Q1 2026Q2 2026: 2,108Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions177$568.6M
Exits96$310.8M

Ownership 1,876 holders

Vanguard Group Inc. 0.13% Add +4.0% 41,271,077 $6.7B
BlackRock Inc. 0.13% Reduce -2.5% 34,113,974 $5.6B
State Street Corp. 0.20% Reduce -5.0% 27,894,901 $4.6B
Wells Fargo & Company 0.73% Reduce -1.0% 16,784,293 $2.7B
Wellington Management Group LLP 0.41% Add +29.7% 14,144,978 $2.3B
Geode Capital Management, LLC 0.15% Add +1.8% 10,003,972 $1.6B
Bank of New York Mellon Corp 0.25% Add +38.0% 8,019,795 $1.3B
Harris Associates (Oakmark Funds) 1.99% Add +9.1% 7,533,473 $1.2B
Barclays PLC 0.53% Reduce -33.0% 7,150,133 $1.2B
Morgan Stanley 0.09% Reduce -3.5% 6,796,450 $1.1B
FMR LLC 0.06% Add +14.3% 5,774,985 $943.3M
Boston Partners 1.06% Add +41.4% 5,453,892 $889.2M
Bank of America Corp. 0.09% Add +2.0% 5,294,472 $864.8M
Northern Trust Corp. 0.12% Reduce -5.3% 4,373,607 $714.4M
Invesco Ltd. 0.15% Reduce -20.8% 4,301,368 $702.6M
Norges Bank 0.11% Add +0.2% 4,208,950 $687.5M
JPMorgan Chase & Co. 0.06% Add +38.3% 4,088,848 $667.9M
UBS Group AG 0.20% Add +21.6% 3,767,317 $615.4M
Dimensional Fund Advisors LP 0.16% Reduce -4.6% 3,532,003 $576.9M
Legal & General Group Plc 0.14% Reduce -5.5% 2,908,537 $475.1M
Charles Schwab Investment Management Inc. 0.11% Reduce -0.6% 2,907,671 $474.9M
T. Rowe Price Associates Inc. 0.06% Add +96.9% 2,863,603 $467.7M
Goldman Sachs Group Inc. 0.10% Add +17.8% 2,770,047 $452.5M
Barrow Hanley Mewhinney & Strauss LLC 1.50% Reduce -18.6% 2,734,278 $446.6M
Arrowstreet Capital, Limited Partnership 0.34% New 2,249,458 $367.4M
Amundi 0.15% Reduce -14.9% 2,245,190 $344.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +25.8% 2,031,175 $331.8M
Envestnet Asset Management Inc. 0.12% Add +1.4% 1,998,066 $326.4M
LSV Asset Management 0.66% Reduce -0.8% 1,952,256 $318.9M
Allianz Asset Management GmbH 0.48% Reduce -17.4% 1,745,446 $285.1M
Bahl & Gaynor LLC 1.51% Add +11.7% 1,660,427 $271.2M
Nuveen Asset Management, LLC 0.07% Add +16.4% 1,433,904 $234.2M
Alliancebernstein L.P. 0.08% Reduce -13.7% 1,333,845 $217.9M
Swiss National Bank 0.15% Reduce -5.4% 1,317,550 $215.2M
HSBC Holdings PLC 0.14% Reduce -9.7% 1,210,723 $197.8M
Prudential Financial Inc. 0.27% Reduce -11.1% 1,179,700 $192.7M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +4.5% 1,179,053 $192.6M
Massachusetts Financial Services Co. 0.06% Reduce -4.7% 1,151,227 $188.0M
Royal Bank of Canada 0.04% Reduce -18.9% 1,125,496 $183.8M
Deutsche Bank AG 0.08% Reduce -40.9% 1,066,564 $174.2M
Bank of Montreal 0.05% Reduce -10.4% 969,954 $154.2M
Public Employees Retirement Association of Colorado 0.66% Reduce -1.1% 942,476 $153.9M
National Pension Service 0.18% Add +0.2% 929,273 $151.8M
Rhumbline Advisers 0.14% Add +0.5% 879,027 $143.6M
California Public Employees Retirement System 0.10% Reduce -3.5% 842,450 $137.6M
Citadel Advisors 0.13% Reduce -24.1% 820,330 $134.0M
PNC Financial Services Group, Inc. 0.09% Reduce -2.0% 818,028 $133.6M
Corient Private Wealth LP 0.24% Add +1.3% 812,102 $132.6M
Mariner, LLC 0.27% Add +0.9% 792,570 $129.4M
Elliott Investment Management 1.33% No change 775,000 $126.6M
Raymond James & Associates 0.08% Add +2.3% 762,302 $124.5M
First Trust Advisors LP 0.12% Reduce -17.2% 718,327 $117.3M
California State Teachers Retirement System 0.15% Reduce -0.1% 711,677 $116.2M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -8.2% 702,096 $114.7M
Ameriprise Financial Inc. 0.03% Add +5.8% 655,158 $107.0M
LPL Financial LLC 0.06% Add +0.9% 647,425 $105.8M
Credit Suisse AG/ 0.10% Reduce -6.1% 641,763 $104.8M
Fayez Sarofim & Co 0.31% Reduce -0.2% 631,904 $103.2M
Aberdeen Group plc 0.19% Reduce -3.3% 583,427 $95.3M
Truist Financial Corp. 0.14% Add +2.1% 569,512 $93.0M
Principal Financial Group Inc. 0.05% Add +0.0% 567,583 $92.7M
Franklin Resources Inc. 0.03% Add +5.8% 563,391 $92.0M
BNP Paribas Financial Markets 0.11% Reduce -0.9% 561,220 $91.7M
M&T Bank Corp 0.30% Reduce -2.5% 523,531 $85.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +20.4% 520,500 $85.0M
Victory Capital Management Inc. 0.08% Add +14.7% 508,918 $83.1M
Stonegate Investment Group, LLC 2.54% Reduce -7.9% 495,213 $80.9M
Jacobs Levy Equity Management, Inc. 0.32% Add +1087.3% 432,003 $70.6M
Stifel Financial Corp. 0.08% Reduce -4.2% 427,021 $69.8M
Russell Investments Group, Ltd. 0.11% Add +17.7% 411,609 $67.1M
Capital Fund Management S.A. 0.82% Reduce -44.5% 410,583 $67.1M
New York State Teachers Retirement System 0.14% Reduce -6.9% 407,295 $66.5M
Korea Investment CORP 0.17% Reduce -18.3% 399,616 $65.3M
HRT Financial LP 0.40% Add +138.1% 393,386 $64.3M
Fort Washington Investment Advisors Inc. 0.38% Reduce -8.9% 362,874 $59.3M
Merewether Investment Management, LP 3.14% Reduce -52.0% 361,507 $59.0M
Davis R M Inc. 1.23% Reduce -2.7% 359,479 $58.7M
AQR Capital Management 0.10% Reduce -38.7% 350,461 $56.5M
State Board of Administration of Florida Retirement System 0.13% Add +10.0% 556,671 $56.4M
RNC Capital Management LLC 3.12% Reduce -7.4% 335,778 $54.8M
Neuberger Berman Group LLC 0.05% Reduce -0.2% 334,973 $54.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -10.1% 330,799 $54.0M
Citigroup Inc. 0.06% Reduce -9.9% 325,471 $53.2M
Great Lakes Advisors, LLC 0.45% Add +0.7% 324,208 $53.0M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -19.0% 321,801 $52.6M
Miller Howard Investments Inc. 1.65% Reduce -5.0% 307,278 $50.2M
Natixis Advisors, LLC 0.12% Add +4.2% 307,042 $50.2M
Recurrent Investment Advisors LLC 5.78% Reduce -0.5% 305,384 $49.9M
Commonwealth Equity Services, LLC 0.08% Reduce -6.5% 297,874 $48.7M
American Century Companies Inc. 0.03% Reduce -0.9% 297,767 $48.6M
Todd Asset Management LLC 0.98% Reduce -7.4% 293,987 $48.0M
State of Wisconsin Investment Board 0.13% Add +5.6% 293,246 $47.9M
MML Investors Services, LLC 0.20% Add +3.1% 291,543 $47.6M
Cookson Peirce & Co. Inc. 2.46% Add +33.4% 282,203 $46.1M
Old Republic International Corp. 1.80% No change 280,600 $45.8M
Robeco Institutional Asset Management B.V. 0.10% Add +102.6% 279,793 $45.7M
Susquehanna International Group, LLP 0.07% Reduce -42.6% 276,970 $45.2M
Brandywine Global Investment Management, LLC 0.33% Reduce -1.0% 274,318 $44.8M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -8.3% 272,402 $44.5M
Natixis 0.25% New 270,823 $44.2M
Teachers Retirement System of the State of Kentucky 0.39% Reduce -9.0% 263,279 $43.0M
New York State Common Retirement Fund 0.06% Reduce -11.7% 261,950 $42.8M
Blackstone Inc. 0.18% New 261,249 $42.7M
US Bancorp \de 0.06% Reduce -1.1% 260,560 $42.6M
HighTower Advisors, LLC 0.07% Reduce -4.0% 256,055 $41.8M
State of New Jersey Common Pension Fund D 0.13% Reduce -1.8% 255,169 $41.7M
Kayne Anderson Capital Advisors LP 1.18% Reduce -31.4% 255,052 $41.7M
National Bank of Canada 0.07% Reduce -37.6% 286,002 $41.6M
Ofi Invest Asset Management 1.13% Reduce -17.9% 275,326 $41.6M
InterOcean Capital Group, LLC 0.98% Reduce -4.7% 251,299 $41.0M
Aviva PLC 0.14% Reduce -4.0% 250,849 $41.0M
Voya Investment Management LLC 0.05% Reduce -7.7% 246,094 $40.2M
Toronto Dominion Bank 0.06% Reduce -0.1% 245,637 $40.1M
ZWJ Investment Counsel Inc. 1.80% Reduce -1.0% 241,382 $39.4M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -3.1% 240,604 $39.3M
CANADA LIFE ASSURANCE Co 0.08% Add +0.6% 239,211 $39.1M
Jane Street Group, LLC 0.05% Reduce -25.9% 238,272 $38.9M
Pictet Asset Management Holding SA 0.04% Reduce -2.8% 237,960 $38.9M
Janney Montgomery Scott LLC 0.11% Reduce -0.4% 236,367 $38.6M
Royal London Asset Management Ltd. 0.10% Reduce -2.3% 235,524 $38.5M
Creative Planning 0.04% Reduce -0.6% 234,203 $38.3M
Advisory Resource Group 8.72% Reduce -9.4% 232,642 $38.0M
Schroder Investment Management Group 0.04% Add +2.2% 229,736 $37.5M
Stack Financial Management, Inc 3.39% Add +0.2% 225,904 $36.9M
GW Henssler & Associates Ltd. 2.12% Reduce -4.4% 221,245 $36.1M
STRS Ohio 0.14% Add +39.9% 219,840 $35.9M
Baird Financial Group, Inc. 0.07% Reduce -14.7% 211,590 $34.6M
State of Tennessee, Department of Treasury 0.13% Reduce -22.6% 209,474 $34.2M
Nisa Investment Advisors, LLC 0.22% Add +6.1% 208,016 $34.0M
Empowered Funds, LLC 0.61% Add +46.5% 205,582 $33.6M
Van Lanschot Kempen Investment Management N.V. 0.42% Reduce -2.2% 205,088 $33.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.77% Add +87.2% 200,260 $32.7M
DekaBank Deutsche Girozentrale 0.06% Add +1.1% 203,702 $32.3M
Treasurer of the State of North Carolina 0.14% Reduce -0.5% 196,570 $32.1M
Hikari Power Ltd 2.67% No change 190,330 $31.1M
Blair William & Co. 0.10% Add +4.5% 187,152 $30.6M
Millennium Management 0.03% Add +1.8% 184,900 $30.2M
1832 Asset Management L.P. 0.05% Add +518.2% 182,021 $29.7M
Public Employees Retirement System of Ohio 0.11% Reduce -10.5% 179,717 $29.4M
Gratus Capital, LLC 1.33% Add +1.7% 176,934 $28.9M
Hyman Charles D 1.53% Add +0.0% 169,771 $27.7M
Pinebridge Investments, L.P. 0.22% Reduce -16.8% 167,563 $27.4M
Asset Management One Co., Ltd. 0.10% Reduce -6.7% 166,698 $27.2M
Glenmede Trust Co. NA 0.14% Reduce -1.6% 165,742 $27.1M
TCTC Holdings, LLC 0.88% Reduce -0.1% 162,417 $26.5M
TD Asset Management Inc 0.02% Reduce -5.2% 158,174 $25.8M
Resona Asset Management Co.,Ltd. 0.15% — 157,419 $25.7M
Laurion Capital Management LP 0.72% Add +1784.5% 157,000 $25.6M
Comerica Bank 0.11% Reduce -2.9% 156,718 $25.6M
Keybank National Association 0.11% Add +3.6% 156,118 $25.5M
Adams Natural Resources Fund, Inc. 3.56% No change 154,475 $25.2M
Border to Coast Pensions Partnership Ltd 0.56% No change 154,474 $25.2M
Chickasaw Capital Management LLC 1.16% Reduce -5.0% 148,606 $24.3M
AMF Tjanstepension AB 0.18% Reduce -22.1% 145,799 $23.8M
SG Americas Securities, LLC 0.12% Add +163.6% 144,727 $23.6M
Cetera Investment Advisers 0.05% Add +318.9% 142,548 $23.3M
Rockefeller Capital Management L.P. 0.07% Add +5.3% 138,991 $22.7M
Rafferty Asset Management, LLC 0.08% Reduce -20.1% 136,627 $22.3M
Dakota Wealth Management 0.55% Add +12.8% 133,778 $21.9M
Osaic Holdings, Inc. 0.05% Reduce -56.1% 129,262 $21.1M
Wallington Asset Management, LLC 3.28% Add +1.5% 128,249 $20.9M
American Assets Investment Management, LLC 1.99% No change 127,800 $20.9M
F&V Capital Management, LLC 6.13% Add +0.3% 127,465 $20.8M
Ensign Peak Advisors, Inc 0.04% Reduce -2.9% 127,460 $20.8M
Captrust Financial Advisors 0.08% Reduce -32.9% 127,391 $20.8M
Arizona State Retirement System 0.14% Add +0.8% 126,253 $20.6M
Nomura Asset Management Co. Ltd. 0.07% Reduce -2.3% 125,901 $20.6M
Varma Mutual Pension Insurance Co 0.18% Add +549.7% 125,400 $20.5M
Hikari Tsushin, Inc. 1.61% Reduce -3.3% 123,691 $20.2M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -38.5% 123,000 $20.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +4.0% 122,282 $20.0M
Annex Advisory Services, LLC 0.71% Add +17.4% 121,608 $19.9M
State of Michigan Retirement System 0.10% Reduce -2.2% 117,812 $19.2M
Torray Investment Partners LLC 2.81% Reduce -17.6% 115,085 $18.8M
Sei Investments Co. 0.03% Reduce -70.3% 114,817 $18.8M
Assenagon Asset Management S.A. 0.05% Reduce -57.2% 113,233 $18.5M
American International Group, Inc. 0.07% Reduce -2.5% 112,535 $18.4M
Associated Banc-Corp 0.58% Reduce -0.4% 112,218 $18.3M
Raymond James Trust N.A. 0.44% Reduce -5.6% 111,517 $18.2M
Spirit of America Management Corp. 3.66% Reduce -13.2% 111,286 $18.2M
HUB Investment Partners, LLC 1.00% Add +2.9% 111,119 $18.2M
Martingale Asset Management L P 0.36% Reduce -7.4% 110,534 $18.1M
Mercer Global Advisors Inc. 0.05% Add +8.4% 109,698 $17.9M
Schwerin Boyle Capital Management Inc. 1.77% Reduce -0.0% 109,235 $17.8M
Steward Partners Investment Advisory, LLC 0.20% Add +0.1% 109,059 $17.8M
Susquehanna Portfolio Strategies, LLC 0.41% No change 108,627 $17.7M
Illinois Municipal Retirement Fund 0.27% Add +6.0% 107,778 $17.6M
Lawson Kroeker Investment Management Inc. 3.33% Reduce -1.8% 107,508 $17.6M
Richard C. Young & CO., LTD. 2.18% Reduce -0.6% 106,536 $17.4M
Foundry Partners, LLC 0.93% Reduce -3.9% 106,447 $17.4M
Allspring Global Investments Holdings, LLC 0.03% Reduce -31.6% 104,465 $17.1M
Intech Investment Management LLC 0.24% Reduce -67.7% 103,764 $16.9M
Hi-Line Capital Management, LLC 5.91% Reduce -1.4% 101,945 $16.7M
MetLife Investment Management, LLC 0.11% Reduce -5.6% 100,872 $16.5M
Gabelli Funds LLC 0.12% Reduce -35.4% 100,600 $16.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +42.3% 133,736 $16.4M
Cibc World Market Inc. 0.04% Add +373.2% 100,111 $16.4M
Bollard Group LLC 0.48% Add +1.5% 97,829 $16.0M
Cibc World Markets Corp. 0.10% Reduce -83.5% 95,886 $15.7M
Kestra Private Wealth Services, LLC 0.35% Reduce -20.1% 95,329 $15.6M
KBC Group NV 0.05% Reduce -1.0% 94,942 $15.5M
Retirement Systems of Alabama 0.06% Reduce -2.1% 94,906 $15.5M
Thrivent Financial for Lutherans 0.03% Reduce -5.3% 94,798 $15.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -2.0% 94,398 $15.4M
Manning & Napier Group, LLC 0.19% Reduce -7.4% 93,752 $15.3M
Focus Partners Wealth 0.12% Add +1048.3% 90,862 $14.8M
Advisors Asset Management, Inc. 0.29% Reduce -5.9% 90,803 $14.8M
Adell Harriman & Carpenter Inc. 1.22% Reduce -0.9% 90,386 $14.8M
Mattern Capital Management, LLC 2.00% Reduce -9.0% 90,268 $14.7M
Amalgamated Bank 0.13% Reduce -25.2% 90,020 $14.7M
Skba Capital Management LLC 2.30% Reduce -1.0% 89,985 $14.7M
IFM Investors Pty Ltd 0.16% Reduce -1.3% 88,941 $14.5M
Texas Permanent School Fund Corp. 0.11% Reduce -2.1% 88,909 $14.5M
Acadian Asset Management LLC 0.05% Reduce -78.0% 88,276 $14.4M
Macquarie Group Ltd. 0.02% Reduce -1.3% 87,177 $14.2M
Guggenheim Capital LLC 0.10% Reduce -11.3% 85,956 $14.0M
NewEdge Advisors, LLC 0.12% Reduce -6.1% 84,882 $13.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +0.3% 83,246 $13.6M
Heritage Investors Management Corp. 0.48% Reduce -3.0% 83,144 $13.6M
Crossmark Global Holdings, Inc. 0.26% Reduce -0.8% 83,012 $13.6M
Navellier & Associates Inc. 1.67% Reduce -3.3% 82,959 $13.6M
CCM Investment Advisers LLC 1.59% Reduce -15.0% 81,286 $13.3M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -1.5% 81,138 $13.3M
Morgan Dempsey Capital Management LLC 4.23% Reduce -9.4% 80,973 $13.2M
Bryn Mawr Trust Advisors, LLC 0.73% Reduce -0.4% 78,957 $12.9M
Eldred Rock Partners, LLC 7.02% Add +1.0% 78,909 $12.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -56.3% 78,329 $12.8M
Oppenheimer Asset Management Inc. 0.19% Reduce -14.0% 78,162 $12.8M
Cambria Investment Management, L.P. 0.76% Add +2375.2% 78,067 $12.8M
Alaska Permanent Fund Corp 0.19% Reduce -5.7% 78,046 $12.7M
Nkcfo LLC 7.56% No change 77,500 $12.7M
Advisory Services Network, LLC 0.28% Add +11.3% 77,236 $12.6M
Utah Retirement Systems 0.15% Reduce -1.3% 76,267 $12.5M
Czech National Bank 0.16% Reduce -1.8% 75,659 $12.4M
AXA S.A. 0.04% Add +10.7% 75,580 $12.3M
Calamos Advisors LLC 0.09% Reduce -2.5% 75,550 $12.3M
Marco Investment Management LLC 1.16% Add +1.2% 75,161 $12.3M
Pacific Heights Asset Management LLC 1.01% No change 75,000 $12.3M
Payden & Rygel Investment Group 0.83% — 74,500 $12.2M
Payden & Rygel 0.83% Add +0.5% 74,500 $12.2M
Daymark Wealth Partners, LLC 0.65% Add +1.1% 73,602 $12.0M
State of Alaska, Department of Revenue 0.14% Reduce -11.3% 73,608 $12.0M
Simmons Bank 0.90% Add +4.9% 73,582 $12.0M
CIBC Asset Management Inc 0.04% Add +0.5% 73,460 $12.0M
Cerity Partners LLC 0.03% Add +56.4% 73,295 $11.9M
ProShare Advisors LLC 0.03% Reduce -10.3% 73,087 $11.9M
D.A. Davidson & Co. 0.11% Add +16.6% 71,880 $11.7M
Fort Point Capital Partners LLC 1.58% No change 71,614 $11.7M
Kestra Advisory Services, LLC 0.08% Add +7.8% 71,565 $11.7M
Public Sector Pension Investment Board 0.08% Add +8.4% 71,505 $11.7M
Tortoise Capital Advisors, L.L.C. 0.16% No change 71,283 $11.6M
Degroof Petercam Asset Management 0.14% Reduce -1.4% 71,102 $11.6M
O'shaughnessy Asset Management, LLC 0.13% Add +46.3% 71,072 $11.6M
Venture Visionary Partners LLC 0.54% Add +0.5% 70,073 $11.4M
Man Group plc 0.03% Add +18.7% 68,922 $11.3M
Bell Bank 0.97% Reduce -4.5% 68,733 $11.2M
Osborne Partners Capital Management, LLC 0.68% Reduce -1.0% 67,567 $11.0M
ING Groep NV 0.08% Add +2285.1% 67,523 $11.0M
CW Advisors, LLC 0.19% Add +6.3% 66,758 $10.9M
Foundation Resource Management Inc. 1.70% No change 66,212 $10.8M
Canada Pension Plan Investment Board 0.01% Reduce -65.3% 65,730 $10.7M
Yousif Capital Management, LLC 0.12% Reduce -4.7% 65,428 $10.7M
CIBC Private Wealth Group LLC 0.02% Add +7.5% 65,214 $10.7M
Wilmington Savings Fund Society, FSB 0.41% — 64,977 $10.6M
RPG Investment Advisory, LLC 1.59% Reduce -14.7% 64,942 $10.6M
Cypress Capital Group 1.27% Reduce -0.3% 64,918 $10.6M
Janus Henderson Group PLC 0.01% Reduce -37.8% 64,328 $10.5M
Marshall Wace, LLP 0.02% Reduce -39.8% 63,500 $10.4M
Verity & Verity, LLC 1.15% Reduce -3.7% 63,098 $10.3M
Railway Pension Investments Ltd 0.10% No change 63,000 $10.3M
Xponance LLC 0.10% Add +4.9% 61,126 $10.0M
Alley Investment Management Company, LLC 1.37% Reduce -1.4% 61,109 $10.0M
Walleye Capital LLC 0.12% Add +74.4% 61,104 $10.0M
DT Investment Partners, LLC 1.01% Reduce -16.5% 60,904 $9.9M
Bank of Nova Scotia 0.02% Reduce -5.9% 60,532 $9.9M
Bokf, NA 0.18% Reduce -61.1% 59,981 $9.8M
First American Trust, FSB 1.02% Add +1.6% 59,561 $9.7M
Visionary Wealth Advisors 0.65% Reduce -14.8% 59,265 $9.7M
New York Life Investment Management LLC 0.10% Reduce -5.8% 58,849 $9.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +10.7% 58,808 $9.6M
Credit Agricole S A 0.16% Add +14.8% 62,067 $9.5M
Kingsview Wealth Management, LLC 0.24% Add +54.4% 58,038 $9.5M
AMJ Financial Wealth Management 3.13% Add +5.5% 57,352 $9.4M
Mutual of America Capital Management LLC 0.10% Reduce -4.3% 56,377 $9.2M
Brown Advisory Inc. 0.01% Reduce -2.2% 55,917 $9.1M
Brick & Kyle, Associates 4.04% Reduce -1.6% 52,562 $9.1M
Cyndeo Wealth Partners, LLC 0.75% Reduce -18.3% 55,549 $9.1M
Advisors Capital Management, LLC 0.17% Add +2.8% 55,524 $9.1M
Commerce Bank 0.06% Add +3.7% 55,410 $9.1M
Leavell Investment Management, Inc. 0.51% Add +5.1% 54,615 $8.9M
Swiss Life Asset Management Ltd 0.12% Reduce -31.1% 54,335 $8.9M
QRG Capital Management, Inc. 0.11% Add +27.0% 54,302 $8.9M
Bessemer Group Inc. 0.02% Add +22.5% 54,212 $8.9M
B. Metzler seel. Sohn & Co. AG 0.10% Reduce -15.3% 54,021 $8.8M
Royal Fund Management, LLC 1.01% Reduce -3.8% 53,849 $8.8M
Bridgeway Capital Management, LLC 0.18% Reduce -0.2% 53,800 $8.8M
Pathstone Holdings, LLC 0.04% Add +2.6% 53,486 $8.7M
Park Avenue Securities LLC 0.11% Reduce -1.3% 53,298 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +2.8% 52,694 $8.6M
Federated Hermes, Inc. 0.02% Reduce -5.6% 52,596 $8.6M
Kornitzer Capital Management Inc. 0.16% Reduce -0.8% 52,450 $8.6M
Daiwa Securities Group Inc. 0.05% Add +7.7% 52,336 $8.5M
Beacon Pointe Advisors, LLC 0.09% Add +3.6% 52,159 $8.5M
Oppenheimer & Co. Inc. 0.14% Reduce -29.5% 52,058 $8.5M
Disciplined Investments, LLC 4.61% No change 51,680 $8.4M
Nissay Asset Management Corp. /Japan 0.06% Reduce -3.1% 51,665 $8.4M
Wesbanco Bank Inc. 0.32% Add +6.1% 51,540 $8.4M
Parallax Volatility Advisers, L.P. 0.28% Reduce -77.1% 50,866 $8.3M
Genus Capital Management Inc. 1.07% — 50,300 $8.2M
First Fiduciary Investment Counsel, Inc. 1.70% Reduce -1.2% 50,208 $8.2M
Salem Investment Counselors Inc. 0.27% Reduce -3.8% 50,172 $8.2M
RBF Capital, LLC 0.46% No change 50,000 $8.2M
Kesler, Norman & Wride, LLC 1.72% Reduce -5.5% 49,632 $8.1M
Buckingham Capital Management, Inc. 0.99% Reduce -6.3% 49,505 $8.1M
Stablepoint Partners, LLC 1.62% Add +12.9% 49,041 $8.0M
Rodgers Brothers Inc. 1.07% Reduce -0.3% 47,988 $7.8M
Scissortail Wealth Management, LLC 2.07% New 47,858 $7.8M
Cresset Asset Management, LLC 0.04% Add +14.9% 47,539 $7.8M
Wealthfront Advisers LLC 0.03% Reduce -2.7% 47,387 $7.7M
FourThought Financial Partners, LLC 0.89% Reduce -44.2% 47,297 $7.7M
FIL Ltd 0.01% Reduce -29.6% 47,141 $7.7M
NewSquare Capital LLC 0.68% Reduce -2.5% 47,698 $7.7M
Elo Mutual Pension Insurance Co 0.18% Add +20.4% 46,815 $7.6M
Atlantic Union Bankshares Corp 0.62% Reduce -3.6% 45,402 $7.4M
Private Advisor Group, LLC 0.05% Reduce -0.5% 45,372 $7.4M
Cary Street Partners Investment Advisory LLC 0.31% Reduce -10.2% 45,204 $7.4M
Mirador Capital Partners LP 1.40% Add +1.1% 44,997 $7.3M
Stolper Co 2.64% Reduce -0.2% 44,823 $7.3M
Avantax Advisory Services, Inc. 0.06% Add +14.2% 44,423 $7.3M
King Luther Capital Management Corp. 0.03% Add +1.3% 43,685 $7.1M
Arkadios Wealth Advisors 0.55% Reduce -2.5% 43,347 $7.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +6.2% 43,134 $7.0M
Telos Capital Management, Inc. 0.79% Reduce -1.7% 43,044 $7.0M
Colonial Trust Advisors 0.70% Reduce -3.2% 43,026 $7.0M
TD Waterhouse Canada Inc. 0.05% Add +79.4% 37,530 $7.0M
Gotham Asset Management 0.10% Add +33.7% 42,193 $6.9M
Sovereign Investment Advisors, LLC 2.37% No change 42,129 $6.9M
Texas Yale Capital Corp. 0.30% No change 41,613 $6.8M
Ancora Advisors LLC 0.16% Reduce -3.5% 41,583 $6.8M
UMB Bank, n.a. 0.11% Reduce -3.4% 40,703 $6.6M
Montgomery Investment Management Inc. 2.53% Reduce -33.2% 40,535 $6.6M
Beacon Financial Group 0.76% Reduce -4.3% 40,464 $6.6M
LBP Am SA 0.26% Reduce -44.5% 40,282 $6.6M
Telemark Asset Management, LLC 0.68% New 40,000 $6.5M
L & S Advisors Inc 0.84% New 39,989 $6.5M
Nations Financial Group Inc, /Ia/ 0.55% Add +1.0% 39,918 $6.5M
Meyer Handelman Co. 0.23% No change 39,872 $6.5M
Tidal Investments LLC 0.11% Reduce -1.0% 39,918 $6.5M
Coldstream Capital Management Inc. 0.16% Reduce -1.6% 39,618 $6.5M
Huntington National Bank 0.07% Add +0.1% 39,603 $6.5M
United Capital Financial Advisors, LLC 0.05% Reduce -3.5% 39,517 $6.5M
Gulf International Bank (UK) Ltd 0.16% Add +0.2% 39,295 $6.4M
Wintrust Investments LLC 0.57% Reduce -11.9% 39,270 $6.4M
Berger Financial Group, Inc 0.53% Reduce -13.1% 39,263 $6.4M
Los Angeles Capital Management LLC 0.02% Reduce -82.9% 38,730 $6.3M
Hamilton Capital Partners Inc. 0.76% New 38,656 $6.3M
USS Investment Management Ltd 0.05% No change 38,600 $6.3M
Rothschild Investment LLC 0.46% Reduce -0.1% 38,601 $6.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.75% Add +3.1% 38,552 $6.3M
Shorepoint Capital Partners LLC 1.54% Reduce -0.3% 38,454 $6.3M
Farmers & Merchants Investments Inc. 0.21% Add +2.5% 38,243 $6.2M
Mackenzie Financial Corp. 0.01% Add +4.2% 37,992 $6.2M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +69.8% 37,802 $6.2M
HM Payson & Co. 0.11% Reduce -4.0% 37,661 $6.2M
Brady Family Wealth, LLC 1.96% Reduce -2.5% 36,920 $6.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.2% 36,853 $6.0M
Oregon Public Employees Retirement Fund 0.12% Add +7.1% 36,765 $6.0M
Mattern Wealth Management LLC 1.46% Add +0.2% 36,685 $6.0M
Colonial Trust Co / SC 1.10% Reduce -0.6% 36,081 $5.9M
Level Four Advisory Services, LLC 0.32% Add +5.1% 44,064 $5.9M
Kenora Financial, LLC 2.49% No change 35,906 $5.9M
Quotient Wealth Partners, LLC 0.21% Add +0.5% 35,575 $5.8M
Hartree Partners, LP 1.50% New 35,400 $5.8M
Daiichi Life Insurance Co., Ltd. 0.13% Reduce -2.4% 35,071 $5.7M
Vanguard Personalized Indexing Management, LLC 0.12% Add +3.0% 34,485 $5.6M
Atria Wealth Solutions, Inc. 0.06% Reduce -10.6% 34,376 $5.6M
Pinnacle Associates Ltd. 0.09% Reduce -2.2% 34,177 $5.6M
Chatham Capital Group, Inc. 1.02% Reduce -3.7% 34,095 $5.6M
Wolverine Trading, LLC 0.06% Add +50.7% 33,902 $5.5M
Martin Capital Partners, LLC 2.12% Reduce -2.5% 33,884 $5.5M
Opus Investment Management Inc. 3.60% No change 33,800 $5.5M
First American Bank 0.42% Add +1.7% 33,735 $5.5M
Alpha Omega Wealth Management LLC 1.01% Reduce -6.7% 33,253 $5.4M
Northeast Financial Consultants Inc 0.27% No change 33,200 $5.4M
Maryland State Retirement & Pension System 0.11% No change 34,647 $5.4M
Clearbridge Investments, LLC 0.00% Reduce -2.6% 32,737 $5.3M
Pacer Advisors, Inc. 0.01% Reduce -98.8% 32,699 $5.3M
Kentucky Retirement Systems 0.16% Reduce -7.2% 32,655 $5.3M
Catalyst Funds Management Pty Ltd 1.49% — 32,600 $5.3M
Canal Insurance CO 1.37% No change 32,500 $5.3M
Atria Investments, Inc 0.07% Reduce -23.5% 32,351 $5.3M
Community Bank & Trust, Waco, Texas 1.29% Add +5.0% 32,172 $5.3M
Teacher Retirement System of Texas 0.03% Reduce -73.0% 32,119 $5.2M
Independent Advisor Alliance 0.19% Add +1.6% 32,080 $5.2M
Cary Street Partners Asset Management LLC 0.81% Reduce -17.5% 32,002 $5.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.19% Add +311.0% 31,877 $5.2M
McDonald Partners LLC 1.43% Reduce -3.5% 31,832 $5.2M
Franklin, Parlapiano, Turner & Welch, LLC 1.42% Add +3.9% 31,657 $5.2M
Trajan Wealth LLC 0.35% — 31,587 $5.2M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -2.1% 31,420 $5.1M
Tweedy, Browne Co LLC 0.24% Reduce -0.2% 31,309 $5.1M
TD Private Client Wealth LLC 0.17% Add +0.8% 31,246 $5.1M
Fifth Third Bancorp 0.02% Reduce -15.5% 31,193 $5.1M
Patton Fund Management, Inc. 0.92% New 31,188 $5.1M
Nomura Holdings Inc. 0.04% Reduce -15.6% 31,074 $5.1M
Baxter Bros Inc. 0.65% Add +7.8% 31,008 $5.1M
Heritage Trust Co 0.66% Reduce -0.5% 30,324 $5.0M
Sendero Wealth Management, LLC 0.84% Add +26.0% 30,074 $4.9M
BNC Wealth Management, LLC 2.09% Add +2.5% 29,856 $4.9M
Pinkerton Wealth, LLC 0.78% Add +12.5% 29,836 $4.9M
Candriam S.C.A. 0.03% Add +9.3% 29,577 $4.8M
Ellerson Group Inc. 3.67% Reduce -3.4% 29,380 $4.8M
Cozad Asset Management Inc. 0.50% Add +4.3% 29,261 $4.8M
Glass Wealth Management Co LLC 2.91% — 29,200 $4.8M
Altrius Capital Management Inc 1.20% Reduce -20.6% 29,161 $4.8M
CENTRAL TRUST Co 0.12% Reduce -1.5% 29,079 $4.7M
Tocqueville Asset Management L.P. 0.08% Reduce -3.0% 29,015 $4.7M
OneDigital Investment Advisors LLC 0.07% Add +2.6% 28,970 $4.7M
Riverview Capital Advisers, LLC 1.62% Reduce -0.1% 28,830 $4.7M
Van Eck Associates Corp. 0.01% Reduce -0.6% 28,406 $4.6M
Citizens National Bank Trust Department 1.08% Reduce -1.5% 28,399 $4.6M
Stratos Wealth Partners, LTD. 0.08% Add +27.5% 28,313 $4.6M
Parsons Capital Management Inc. 0.32% Reduce -2.1% 28,233 $4.6M
Balyasny Asset Management L.P. 0.01% Add +92.7% 28,159 $4.6M
B. Riley Wealth Advisors, Inc. 0.12% Add +15.4% 38,175 $4.6M
Johnson Investment Counsel Inc. 0.05% Reduce -8.7% 28,052 $4.6M
D. E. Shaw & Co. 0.01% Reduce -62.4% 27,818 $4.5M
Hartford Investment Management Co. 0.16% Reduce -6.4% 27,771 $4.5M
Del-Sette Capital Management, LLC 3.72% New 27,741 $4.5M
Ameritas Investment Partners, Inc. 0.15% Reduce -14.6% 26,574 $4.3M
Principle Wealth Partners LLC 0.33% Add +0.0% 26,229 $4.3M
German American Bancorp, Inc. 0.51% Add +2.7% 25,808 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -27.6% 25,727 $4.2M
Prospera Financial Services Inc 0.12% Add +4.9% 25,552 $4.2M
River Wealth Advisors LLC 0.61% Add +1.5% 25,508 $4.2M
Bremer Bank National Association 0.77% Add +4.9% 25,466 $4.2M
Wisconsin Capital Management LLC 2.17% Reduce -1.9% 25,330 $4.1M
Securian Asset Management, Inc. 0.12% Reduce -9.1% 25,326 $4.1M
Cardinal Capital Management 0.67% Add +7.8% 25,127 $4.1M
Louisiana State Employees Retirement System 0.08% Reduce -6.0% 25,000 $4.1M
Surience Private Wealth LLC 3.86% New 24,976 $4.1M
Empirical Finance, LLC 0.25% Add +2.3% 24,943 $4.1M
Virginia Wealth Management Group, Inc. 3.28% Reduce -14.4% 24,581 $4.0M
Garrison Asset Management, LLC 2.11% Reduce -2.1% 24,558 $4.0M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -6.3% 24,469 $4.0M
Exencial Wealth Advisors, LLC 0.15% Reduce -1.1% 24,429 $4.0M
Herold Advisors, Inc. 0.96% Reduce -6.4% 24,355 $4.0M
Westchester Capital Management, LLC 0.17% Reduce -54.5% 24,300 $4.0M
O'Keefe Stevens Advisory, Inc. 1.30% Add +0.2% 24,251 $4.0M
Independent Financial Group, LLC 0.18% Add +42.4% 24,191 $4.0M
Prime Capital Investment Advisors, LLC 0.06% Add +4.2% 24,155 $3.9M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -78.0% 24,003 $3.9M
Viking Fund Management LLC 0.71% Reduce -33.3% 24,000 $3.9M
Lincoln National Corp. 0.06% Add +11.7% 23,922 $3.9M
Stock Yards Bank & Trust Co. 0.13% Reduce -4.0% 23,914 $3.9M
Red Cedar Investment Management, LLC 0.49% Add +220.5% 23,872 $3.9M
GPS Wealth Strategies Group, LLC 0.62% Reduce -7.0% 23,504 $3.8M
Richard Bernstein Advisors LLC 0.08% No change 23,490 $3.8M
Carnegie Investment Counsel 0.12% Reduce -12.8% 23,465 $3.8M
DAVENPORT & Co LLC 0.02% Add +2.1% 23,442 $3.8M
Catalyst Capital Advisors LLC 0.09% Reduce -1.9% 23,300 $3.8M
Simplex Trading, LLC 0.11% New 23,276 $3.8M
Stratos Investment Management, LLC 0.37% Reduce -12.1% 23,111 $3.8M
Brookstone Capital Management 0.07% Add +6.7% 23,076 $3.8M
Cwm, LLC 0.02% Reduce -3.9% 23,065 $3.8M
SWS Partners 1.12% Reduce -2.8% 22,939 $3.7M
Composition Wealth, LLC 0.09% Add +1.5% 22,821 $3.7M
Zacks Investment Management 0.04% Add +14.5% 22,320 $3.6M
CFM Wealth Partners LLC 0.73% Reduce -13.3% 22,171 $3.6M
Trek Financial, LLC 0.29% New 22,152 $3.6M
New Mexico Educational Retirement Board 0.13% Reduce -7.1% 22,128 $3.6M
DCM Advisors, LLC 1.49% Reduce -6.7% 22,125 $3.6M
Duality Advisers, LP 0.35% New 22,018 $3.6M
Diversified Trust Co. 0.11% Add +95.4% 21,992 $3.6M
Hancock Whitney Corp. 0.12% Reduce -6.0% 21,968 $3.6M
Gladstone Institutional Advisory LLC 0.20% Reduce -3.0% 21,802 $3.6M
GMO 0.01% Reduce -87.2% 21,743 $3.6M
Convergence Investment Partners, LLC 1.36% Add +8.4% 21,731 $3.5M
SevenBridge Financial Group, LLC 0.80% Reduce -3.6% 24,532 $3.5M
Americana Partners, LLC 0.29% Add +15.8% 21,512 $3.5M
MAI Capital Management 0.04% Reduce -1.0% 21,473 $3.5M
Becker Capital Management Inc. 0.12% Reduce -1.6% 21,353 $3.5M
Metis Global Partners, LLC 0.13% Reduce -1.7% 21,328 $3.5M
Townsquare Capital LLC 0.05% Reduce -25.6% 21,276 $3.5M
NorthCoast Asset Management LLC 0.04% Add +317.4% 21,243 $3.5M
Synovus Financial Corp. 0.04% Reduce -0.3% 21,082 $3.4M
Neville Rodie & Shaw Inc. 0.26% Reduce -0.1% 21,072 $3.4M
Sonora Investment Management Group, LLC 0.27% Reduce -0.6% 21,006 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +6.6% 21,005 $3.4M
Silvercrest Asset Management Group LLC 0.02% Add +1.6% 20,955 $3.4M
Profund Advisors LLC 0.13% Reduce -26.6% 20,883 $3.4M
First Nebraska Trust Co 0.35% Add +0.5% 20,849 $3.4M
Patten & Patten Inc. 0.24% Add +3.3% 20,617 $3.4M
PFW Advisors LLC 1.03% Reduce -1.4% 20,554 $3.4M
Summit Financial, LLC 0.20% Add +34.9% 20,544 $3.4M
OMERS ADMINISTRATION Corp 0.04% New 20,400 $3.3M
NFJ Investment Group, LLC 0.09% Reduce -3.5% 20,195 $3.3M
Hartford Financial Management Inc. 0.70% Reduce -0.6% 20,178 $3.3M
Wedbush Securities Inc. 0.12% Reduce -10.2% 20,018 $3.3M
Mediolanum International Funds Ltd 0.05% — 20,560 $3.3M
Argonautica Private Wealth Management, Inc. 1.17% Add +1.5% 19,911 $3.3M
Rockline Wealth Management, LLC 1.13% Add +3.0% 19,864 $3.2M
Cullen/Frost Bankers, Inc. 0.05% Add +3.3% 19,810 $3.2M
City Holding Co. 0.48% Reduce -2.3% 19,794 $3.2M
Regions Financial Corp. 0.02% Reduce -4.4% 19,753 $3.2M
Banque Cantonale Vaudoise 0.13% Reduce -36.2% 19,717 $3.2M
Burney Co./ 0.12% Reduce -2.1% 19,530 $3.2M
Sequoia Financial Advisors, LLC 0.04% Reduce -73.0% 19,445 $3.2M
Monument Capital Management 0.92% Reduce -7.4% 19,444 $3.2M
Somerset Trust Co 1.29% Add +2.5% 19,327 $3.2M
Intrust Bank NA 0.34% Add +0.8% 19,260 $3.1M
Vestcor Inc 0.11% Reduce -29.9% 19,230 $3.1M
Financial Counselors Inc. 0.05% Reduce -3.5% 19,097 $3.1M
Cobblestone Capital Advisors LLC 0.20% Add +7.6% 19,090 $3.1M
Avantax Planning Partners, Inc. 0.10% Add +314.9% 18,985 $3.1M
Equitable Trust Co. 0.21% Reduce -24.8% 18,963 $3.1M
Strategic Planning Group, LLC 0.77% Add +14.8% 18,774 $3.1M
Azzad Asset Management Inc. 0.36% Add +2.8% 18,741 $3.1M
Snowden Capital Advisors LLC 0.10% Add +10.2% 18,470 $3.0M
Icon Wealth Advisors, LLC 0.28% Add +3.9% 18,391 $3.0M
NorthCrest Asset Manangement, LLC 0.10% Reduce -9.1% 18,360 $3.0M
Bartlett & Co. Wealth Management LLC 0.05% Add +0.1% 18,321 $3.0M
NJ State Employees Deferred Compensation Plan 0.38% No change 18,300 $3.0M
HB Wealth Management, LLC 0.04% Add +0.5% 18,244 $3.0M
HBK Sorce Advisory LLC 0.11% Add +0.8% 18,240 $3.0M
Argyle Capital Management, LLC 1.14% Reduce -5.8% 18,046 $2.9M
Northwest & Ethical Investments L.P. 0.08% Add +270.8% 17,890 $2.9M
Mitchell & Pahl Private Wealth, LLC 1.52% Reduce -1.4% 17,773 $2.9M
Keystone Wealth Services, LLC 0.94% Add +0.0% 17,644 $2.9M
Ziegler Capital Management, LLC 0.11% Reduce -6.1% 17,435 $2.9M
Benjamin F. Edwards & Company, Inc. 0.05% Reduce -10.9% 17,526 $2.9M
XML Financial, LLC 0.29% Reduce -23.6% 17,485 $2.9M
Auxier Asset Management LLC 0.43% No change 17,480 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +13.0% 17,456 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +13.0% 17,456 $2.9M
Metropolitan Life Insurance Co 0.12% Reduce -3.2% 17,342 $2.8M
Quantinno Capital Management LP 0.06% Add +27.1% 17,282 $2.8M
Carret Asset Management, LLC 0.33% Reduce -1.1% 17,263 $2.8M
Fernwood Investment Management, LLC 0.82% No change 17,255 $2.8M
Panagora Asset Management Inc. 0.01% Add +0.2% 17,244 $2.8M
Wilkins Investment Counsel Inc. 0.41% Add +317.5% 17,073 $2.8M
Koshinski Asset Management, Inc. 0.28% Add +3.8% 17,028 $2.8M
Principal Securities, Inc. 0.09% Add +5.7% 17,010 $2.8M
Clifford Swan Investment Counsel LLC 0.10% Reduce -4.5% 16,958 $2.8M
Cornercap Investment Counsel Inc. 0.42% Reduce -0.7% 16,887 $2.8M
Tiaa Trust, National Association 0.01% Add +13.6% 16,829 $2.7M
Horizon Investment Services, LLC 1.34% Reduce -4.5% 16,788 $2.7M
Northside Capital Management, LLC 0.49% No change 16,725 $2.7M
Moser Wealth Advisors, LLC 1.52% Add +0.1% 16,721 $2.7M
TBH Global Asset Management, LLC 0.54% Reduce -0.2% 16,602 $2.7M
Vident Advisory, LLC 0.06% Reduce -15.8% 16,531 $2.7M
Everett Harris & Co. 0.04% Add +0.5% 16,478 $2.7M
First Hawaiian Bank 0.08% Reduce -0.8% 16,459 $2.7M
Community Bank, N.A. 0.35% Reduce -5.0% 16,434 $2.7M
Sowell Financial Services LLC 0.13% Reduce -2.7% 16,334 $2.7M
AustralianSuper Pty Ltd 0.02% Reduce -48.3% 16,290 $2.7M
Teamwork Financial Advisors, LLC 0.41% Add +129.6% 16,203 $2.6M
Weaver C. Barksdale & Associates, Inc. 2.42% Reduce -12.4% 16,183 $2.6M
Mesirow Financial Investment Management, Inc. 0.06% Add +2.5% 16,116 $2.6M
BKM Wealth Management, LLC 1.13% Add +3.7% 16,064 $2.6M
Ontario Teachers Pension Plan Board 0.02% Reduce -36.0% 15,985 $2.6M
Crescent Sterling, Ltd. 2.38% Reduce -0.3% 15,983 $2.6M
Procyon Advisors, LLC 0.20% Reduce -28.0% 15,968 $2.6M
Great Valley Advisor Group, Inc. 0.08% Add +12.7% 15,769 $2.6M
FDx Advisors, Inc. 0.39% Add +11.9% 15,726 $2.6M
Norinchukin Bank, The 0.08% Reduce -3.4% 15,562 $2.5M
Pacific Global Investment Management Co. 0.48% Add +36.3% 15,358 $2.5M
Magnetar Financial LLC 0.07% New 15,324 $2.5M
Hendley & Co. Inc. 0.89% No change 15,300 $2.5M
Lido Advisors, LLC 0.02% Add +6.0% 15,281 $2.5M
Independent Solutions Wealth Management, LLC 0.59% Add +3.7% 15,266 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -0.6% 15,164 $2.5M
Allworth Financial LP 0.02% Add +3.0% 15,079 $2.5M
Capital Advisors Inc. 0.05% Add +0.8% 15,073 $2.5M
Curbstone Financial Management Corp 0.53% Reduce -7.1% 15,072 $2.5M
Van Leeuwen & Company, LLC 1.23% Add +0.2% 14,833 $2.4M
Harbour Investment Management LLC 1.11% Reduce -0.5% 14,532 $2.4M
First National Advisers, LLC 0.52% Reduce -0.2% 17,067 $2.3M
Alberta Investment Management Corp 0.02% No change 14,200 $2.3M
Stephens Inc. 0.04% Reduce -2.8% 14,199 $2.3M
PFG Investments, LLC 0.14% Add +378.3% 14,190 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -9.5% 14,190 $2.3M
Atlas Private Wealth Management, LLC 0.97% Add +13.9% 14,171 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +1.4% 14,091 $2.3M
KMG Fiduciary Partners, LLC 0.24% Add +0.8% 14,069 $2.3M
First Trust Direct Indexing L.P. 0.17% Add +6.9% 13,926 $2.3M
Ieq Capital, LLC 0.03% Add +10.0% 13,922 $2.3M
Fortem Financial Group, LLC 0.99% Add +2.6% 13,866 $2.3M
Logan Capital Management Inc. 0.10% No change 13,839 $2.3M
Sigma Planning Corp 0.07% Add +105.6% 13,663 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -2.0% 13,644 $2.2M
NewEdge Wealth, LLC 0.05% Add +13.3% 15,460 $2.2M
Arvest Trust Co. N A 0.12% Reduce -5.9% 13,419 $2.2M
Shelton Capital Management 0.06% Reduce -36.0% 13,337 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -1.0% 13,320 $2.2M
YHB Investment Advisors, Inc. 0.19% Add +3.8% 13,299 $2.2M
First Merchants Corp. 0.16% Reduce -2.2% 13,172 $2.2M
Inscription Capital, LLC 0.35% Add +76.7% 13,153 $2.1M
Fruth Investment Management 0.56% No change 13,095 $2.1M
Energy Income Partners, LLC 0.04% Add +33.2% 13,028 $2.1M
Dynamic Advisor Solutions LLC 0.07% Reduce -2.8% 13,015 $2.1M
Federation des caisses Desjardins du Quebec 0.02% Add +0.7% 15,254 $2.1M
Stratos Wealth Advisors, LLC 0.13% Reduce -65.8% 12,974 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.3% 12,854 $2.1M
Commerzbank Aktiengesellschaft 0.07% Add +47.6% 12,759 $2.1M
Estate Counselors, LLC 0.24% No change 12,670 $2.1M
Ar Asset Management Inc. 0.51% No change 12,600 $2.1M
Vontobel Holding Ltd. 0.02% Reduce -36.2% 12,591 $2.1M
Country Club Bank 0.14% Reduce -71.8% 12,565 $2.1M
GeoWealth Management, LLC 0.08% Add +673.7% 12,541 $2.0M
United Services Automobile Association 0.05% Reduce -6.0% 12,519 $2.0M
First National Bank of Mount Dora, Trust Investment Services 0.50% Reduce -12.4% 12,491 $2.0M
International Assets Investment Management, LLC 0.21% Reduce -13.2% 12,455 $2.0M
Valeo Financial Advisors, LLC 0.07% Reduce -7.7% 12,810 $2.0M
Paragon Capital Management LLC 1.09% Add +0.9% 12,364 $2.0M
Bangor Savings Bank 0.21% Reduce -0.5% 12,330 $2.0M
Haverford Trust Co 0.02% Reduce -5.5% 12,278 $2.0M
Axxcess Wealth Management, LLC 0.06% Add +24.5% 12,203 $2.0M
Paradigm Asset Management Co. LLC 0.51% No change 12,200 $2.0M
Marion Wealth Management 0.59% Reduce -1.0% 12,199 $2.0M
Williams Jones Wealth Management, LLC. 0.03% Add +2.2% 12,179 $2.0M
UniSuper Management Pty Ltd 0.02% Add +208.0% 12,104 $2.0M
Pathway Financial Advisers, LLC 0.70% Reduce -1.7% 11,909 $1.9M
Moors & Cabot, Inc. 0.10% Reduce -4.8% 11,853 $1.9M
Smith, Moore & Co. 0.21% Reduce -6.8% 11,850 $1.9M
Islay Capital Management, LLC 1.44% Reduce -0.1% 11,714 $1.9M
Gateway Investment Advisers LLC 0.02% Add +19.8% 11,705 $1.9M
Squarepoint Ops LLC 0.01% Reduce -2.2% 11,661 $1.9M
Buckingham Strategic Wealth, LLC 0.02% Add +9.7% 11,660 $1.9M
Savant Capital, LLC 0.02% Reduce -0.1% 11,655 $1.9M
Rakuten Investment Management, Inc. 0.01% Add +967.7% 11,649 $1.9M
IHT Wealth Management, LLC 0.08% Add +6436.1% 831,910 $1.9M
Parallel Advisors, LLC 0.05% Add +1.4% 11,605 $1.9M
Alkeme Wealth, LLC 0.87% Reduce -4.9% 11,075 $1.9M
Groupama Asset Managment 0.03% Reduce -75.7% 5,689 $1.9M
LRT Capital Management, LLC 1.69% Reduce -38.3% 11,534 $1.9M
Apollon Wealth Management, LLC 0.06% Add +9.8% 11,528 $1.9M
BBR Partners, LLC 0.15% Add +6.2% 11,475 $1.9M
Financial Advocates Investment Management 0.11% Add +3.7% 11,470 $1.9M
Spire Wealth Management 0.03% Add +1.8% 11,390 $1.9M
Wealthspire Advisors, LLC 0.02% Reduce -1.6% 11,368 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -1.1% 11,353 $1.9M
Wealthcare Advisory Partners LLC 0.06% Add +139.0% 11,339 $1.9M
Moneta Group Investment Advisors LLC 0.03% Add +9.9% 11,310 $1.8M
Ostrum Asset Management 0.15% No change 11,251 $1.8M
Cannell & Spears LLC 0.04% Add +426.5% 11,178 $1.8M
Boyd Watterson Asset Management LLC 0.66% No change 11,109 $1.8M
Counterweight Ventures, LLC 1.46% Add +380.9% 11,108 $1.8M
Rowlandmiller & Partners.adv 0.38% Add +8.8% 11,096 $1.8M
Fiduciary Trust Co 0.03% Reduce -1.7% 11,050 $1.8M
Armor Investment Advisors, LLC 0.87% Reduce -1.2% 11,035 $1.8M
Venturi Wealth Management, LLC 0.11% Add +101.2% 10,947 $1.8M
Guardian Wealth Management, Inc. 1.36% Reduce -2.9% 10,846 $1.8M
NEOS Investment Management LLC 0.11% Add +73.7% 10,826 $1.8M
Greenleaf Trust 0.02% Add +2.3% 10,762 $1.8M
Hennion & Walsh Asset Management, Inc. 0.09% Add +48.7% 10,758 $1.8M
First National Trust Co 0.07% Add +15.8% 10,741 $1.8M
Tower Bridge Advisors 0.18% No change 10,612 $1.7M
SouthState Bank Corp 0.13% Add +1.0% 10,582 $1.7M
Barry Investment Advisors, LLC 0.57% Add +0.4% 10,550 $1.7M
Regal Investment Advisors LLC 0.12% Reduce -2.2% 10,513 $1.7M
Resources Management Corp. /CT/ 0.25% Reduce -0.5% 10,437 $1.7M
Scotia Capital Inc. 0.01% Reduce -2.3% 10,428 $1.7M
Jeppson Wealth Management, LLC 0.66% Reduce -1.7% 10,417 $1.7M
RFG Advisory, LLC 0.06% Reduce -2.4% 10,396 $1.7M
Searle & Co. 0.43% No change 10,383 $1.7M
Quarry LP 0.72% Add +175.4% 10,329 $1.7M
Horizon Investments, LLC 0.04% Add +43.2% 10,321 $1.7M
Adirondack Trust Co. 0.70% Reduce -1.9% 10,202 $1.7M
Ingalls & Snyder LLC 0.07% Reduce -35.7% 10,180 $1.7M
Steward Partners Investment Solutions, LLC 0.28% Reduce -1.1% 10,170 $1.7M
Tyche Wealth Partners LLC 0.41% Reduce -35.5% 10,148 $1.7M
Cullinan Associates Inc. 0.09% Add +31.0% 10,139 $1.7M
Pavion Blue Capital, LLC 0.81% Reduce -3.9% 10,087 $1.6M
J.W. Cole Advisors, Inc. 0.08% Reduce -4.6% 10,066 $1.6M
Aquila Investment Management LLC 1.39% No change 10,000 $1.6M
Balefire, LLC 0.59% Reduce -45.3% 9,985 $1.6M
Segment Wealth Management, LLC 0.12% Add +6.3% 9,966 $1.6M
First National Bank of Omaha 0.11% Reduce -66.4% 13,123 $1.6M
Harvest Portfolios Group Inc. 0.06% Reduce -28.1% 9,895 $1.6M
Caldwell Trust Co 0.19% Add +12.2% 9,887 $1.6M
Concurrent Investment Advisors, LLC 0.06% Reduce -7.5% 9,731 $1.6M
Integrated Wealth Concepts LLC 0.02% Add +4.4% 9,672 $1.6M
Cowa, LLC 0.93% Reduce -9.5% 9,641 $1.6M
Alta Capital Management LLC/ 0.10% Reduce -75.0% 9,607 $1.6M
Cornerstone Advisors, LLC 0.06% Add +12.9% 9,600 $1.6M
Signaturefd, LLC 0.03% Reduce -5.8% 9,589 $1.6M
Redwood Investment Management, LLC 0.15% Reduce -19.6% 9,578 $1.6M
Ramirez Asset Management, Inc. 0.32% No change 9,562 $1.6M
Focus Partners Advisor Solutions, LLC 0.05% Add +477.1% 9,556 $1.6M
Two Sigma Investments, LP 0.00% Reduce -34.5% 9,500 $1.6M
J. W. Coons Advisors, LLC 0.27% No change 9,478 $1.5M
Columbia Bank 0.63% — 9,439 $1.5M
Avior Wealth Management, LLC 0.07% Add +15.3% 9,437 $1.5M
JBR Co Financial Management Inc 1.23% Reduce -1.4% 9,435 $1.5M
Delta Financial Advisors LLC 0.61% Add +3.4% 9,395 $1.5M
Verdence Capital Advisors LLC 0.14% Add +7.5% 9,389 $1.5M
Vestmark Advisory Solutions, Inc. 0.07% Add +11.6% 9,380 $1.5M
Equitable Holdings, Inc. 0.02% Add +7.2% 9,356 $1.5M
Boston Trust Walden Corp 0.01% Reduce -6.8% 9,343 $1.5M
Fairfield, Bush & Co. 0.90% Reduce -7.4% 9,333 $1.5M
Strategic Advisors LLC 0.30% Reduce -2.2% 9,316 $1.5M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.3% 9,307 $1.5M
Wimmer Associates 1, LLC 0.80% Add +0.1% 9,310 $1.5M
Jacobi Capital Management LLC 0.14% Add +0.3% 9,295 $1.5M
Wealth Alliance Advisory Group, LLC 0.35% Add +12.1% 9,271 $1.5M
Cohen & Steers, Inc. 0.00% Reduce -87.3% 9,241 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -82.1% 9,227 $1.5M
Parcion Private Wealth LLC 0.13% No change 9,218 $1.5M
Shell Asset Management Co. 0.07% Reduce -13.2% 10,599 $1.5M
FCG Investment Co 1.19% Add +36.3% 9,122 $1.5M
Imprint Wealth LLC 0.36% Add +1.4% 9,080 $1.5M
Agf Management Ltd. 0.01% Reduce -70.8% 8,982 $1.5M
Patten Group, Inc. 0.36% Reduce -1.6% 8,979 $1.5M
BayBridge Capital Group, LLC 1.28% Add +2.3% 9,331 $1.5M
Trustmark Bank Trust Department 0.12% Add +29.9% 8,960 $1.5M
Karpas Strategies, LLC 0.45% No change 8,903 $1.5M
Lowe Brockenbrough & Co. Inc. 0.10% No change 8,874 $1.4M
Twin Capital Management Inc. 0.18% Add +0.5% 8,845 $1.4M
Chelsea Counsel Co. 0.82% Add +29.3% 8,835 $1.4M
Great Lakes Retirement, Inc. 0.21% Reduce -0.2% 8,807 $1.4M
Moloney Securities Asset Management, LLC 0.22% Reduce -8.1% 8,765 $1.4M
Belpointe Asset Management LLC 0.11% Reduce -12.4% 8,743 $1.4M
Bleakley Financial Group, LLC 0.04% Add +4.9% 8,649 $1.4M
Simplicity Wealth,LLC 0.03% New 8,623 $1.4M
AE Wealth Management LLC 0.02% Reduce -85.2% 8,576 $1.4M
Intrua Financial, LLC 0.22% Reduce -2.8% 8,553 $1.4M
Mutual Advisors, LLC 0.04% Add +6.3% 8,549 $1.4M
Thoroughbred Financial Services, LLC 0.13% Reduce -20.4% 8,535 $1.4M
Argent Trust Co 0.06% Reduce -1.1% 8,453 $1.4M
USA Financial Formulas 0.22% Add +21.1% 8,429 $1.4M
Wahed Invest LLC 0.31% Add +12.4% 8,416 $1.4M
Maven Securities LTD 0.08% New 8,416 $1.4M
M&R Capital Management Inc. 0.34% Add +71.2% 8,413 $1.4M
Demars Financial Group, LLC 0.68% Reduce -4.7% 8,392 $1.4M
Csenge Advisory Group 0.08% Reduce -14.2% 8,348 $1.4M
Old National Bancorp 0.03% Reduce -5.4% 8,344 $1.4M
Vista Investment Partners LLC 0.47% Add +19.6% 8,317 $1.4M
EP Wealth Advisors, LLC 0.02% Add +16.3% 8,286 $1.4M
Brevan Howard Capital Management LP 0.13% Add +1.5% 8,284 $1.4M
Covenant Partners, LLC 0.39% No change 8,218 $1.3M
AIA Group Ltd 0.04% New 8,200 $1.3M
Nvwm, LLC 0.37% Reduce -1.2% 8,183 $1.3M
Baker Ellis Asset Management LLC 0.20% Reduce -0.2% 8,173 $1.3M
AlphaStar Capital Management, LLC 0.14% Reduce -27.1% 8,108 $1.3M
Capital Advisors Wealth Management, LLC 0.27% Reduce -0.5% 8,075 $1.3M
Fiduciary Group, LLC 0.14% Reduce -0.1% 8,052 $1.3M
Institute for Wealth Management, LLC. 0.17% Add +10.7% 8,041 $1.3M
SeaCrest Wealth Management, LLC 0.16% Reduce -9.1% 7,965 $1.3M
Westmount Partners, LLC 0.47% Reduce -0.7% 7,938 $1.3M
Forum Financial Management, LP 0.02% Add +3.1% 7,897 $1.3M
Bison Wealth, LLC 0.21% Reduce -3.8% 7,879 $1.3M
Meeder Asset Management Inc. 0.08% New 7,855 $1.3M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -6.8% 7,839 $1.3M
Van Hulzen Asset Management, LLC 0.08% Add +0.1% 7,819 $1.3M
Flagship Harbor Advisors, LLC 0.08% Reduce -8.0% 7,797 $1.3M
Jupiter Wealth Management LLC 0.67% No change 8,650 $1.3M
Godshalk Welsh Capital Management, Inc. 0.85% Add +4.7% 7,775 $1.3M
Jennison Associates LLC 0.00% Add +37.6% 7,736 $1.3M
Bull Street Advisors, LLC 0.60% No change 7,731 $1.3M
Dynasty Wealth Management, LLC 0.04% — 7,710 $1.3M
Mather Group, Llc. 0.02% Reduce -38.0% 9,444 $1.3M
Private Capital Management, LLC 0.14% Add +0.1% 7,676 $1.3M
SpiderRock Advisors, LLC 0.04% — 7,955 $1.2M
Lokken Investment Group LLC 0.62% Add +8.7% 7,631 $1.2M
WESPAC Advisors, LLC 0.73% Reduce -2.7% 7,631 $1.2M
Freestone Capital Holdings, LLC 0.05% Add +112.3% 7,623 $1.2M
Walleye Trading LLC 0.02% New 7,623 $1.2M
Edge Capital Group, LLC 0.06% No change 7,605 $1.2M
Penobscot Investment Management Company, Inc. 0.13% Reduce -1.4% 7,569 $1.2M
Jefferies Financial Group Inc. 0.03% Reduce -90.5% 7,560 $1.2M
Peoples Bank 0.69% Reduce -1.5% 7,554 $1.2M
Aristotle Capital Management, LLC 0.00% Reduce -99.9% 7,543 $1.2M
Bridge Creek Capital Management LLC 0.39% Reduce -2.4% 7,509 $1.2M
Nicolet Advisory Services, LLC 0.12% Reduce -4.6% 7,394 $1.2M
CFO4Life Group, LLC 0.22% Reduce -13.0% 7,470 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.29% Add +1.1% 7,464 $1.2M
Bradley Foster & Sargent Inc. 0.02% Add +4.6% 7,454 $1.2M
WealthTrust Axiom LLC 0.39% Add +0.1% 7,449 $1.2M
Valley Brook Capital Group, Inc. 0.97% Add +11.8% 7,424 $1.2M
Mairs & Power Inc. 0.01% Reduce -3.6% 7,400 $1.2M
FineMark National Bank & Trust 0.04% Add +0.8% 7,380 $1.2M
Campbell & CO Investment Adviser LLC 0.10% Add +264.2% 7,332 $1.2M
SVB Wealth LLC 0.03% Reduce -29.6% 7,263 $1.2M
Veracity Capital LLC 0.46% Reduce -23.1% 7,207 $1.2M
Arvest Investments, Inc. 0.19% Add +86.9% 7,198 $1.2M
Glenview Trust Co 0.03% No change 7,185 $1.2M
Verdad Advisers, LP 1.27% New 7,168 $1.2M
Aptus Capital Advisors, LLC 0.03% Add +21.9% 7,161 $1.2M
Guyasuta Investment Advisors Inc. 0.08% No change 8,776 $1.2M
Investment Management Corp of Ontario 0.03% Reduce -31.7% 7,101 $1.2M
America First Investment Advisors, LLC 0.28% No change 7,080 $1.2M
Hunter Associates Investment Management LLC 0.19% Reduce -3.4% 7,063 $1.2M
Kingswood Wealth Advisors, LLC 0.13% Add +3.2% 7,056 $1.2M
Meeder Advisory Services, Inc. 0.12% Add +3.9% 7,046 $1.2M
AMG National Trust Bank 0.03% Add +1.2% 7,015 $1.1M
Connecticut Wealth Management, LLC 0.06% Reduce -2.1% 6,999 $1.1M
Pinnacle Financial Partners Inc 0.02% Add +45.1% 6,955 $1.1M
Balentine LLC 0.03% Add +2.6% 6,952 $1.1M
True North Advisors, LLC 0.31% Reduce -13.7% 6,943 $1.1M
Mystic Asset Management, Inc. 0.47% Add +9.9% 6,939 $1.1M
Legacy Financial Advisors, Inc. 0.20% Add +6.7% 6,923 $1.1M
Greylin Investment Management, Inc 0.19% Reduce -17.8% 6,921 $1.1M
Cladis Investment Advisory, LLC 0.82% Reduce -1.3% 6,882 $1.1M
Creekmur Asset Management LLC 0.38% Reduce -5.7% 6,873 $1.1M
Atlas Capital Advisors Inc. 0.18% Reduce -1.4% 6,857 $1.1M
Rathbones Group PLC 0.01% Reduce -20.1% 6,842 $1.1M
Amova Asset Management Americas, Inc. 0.01% Reduce -7.2% 6,813 $1.1M
Clearstead Advisors, LLC 0.06% Reduce -1.0% 7,665 $1.1M
1ST Source Bank 0.06% No change 6,791 $1.1M
Versor Investments LP 0.22% New 6,787 $1.1M
IFP Advisors, Inc 0.05% Add +3.6% 6,756 $1.1M
Welch & Forbes LLC 0.01% Add +1.1% 6,700 $1.1M
Financial Sense Advisors, Inc. 0.39% Add +1.3% 6,700 $1.1M
Florida Trust Wealth Management Co 0.04% Reduce -1.4% 6,666 $1.1M
Farther Finance Advisors, LLC 0.07% Add +16.2% 6,638 $1.1M
MCF Advisors LLC 0.08% Reduce -1.4% 6,635 $1.1M
Accordant Advisory Group Inc 0.81% — 6,627 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Add +15.1% 6,597 $1.1M
Symmetry Investments LP 0.11% Add +231.5% 6,590 $1.1M
V-Square Quantitative Management LLC 0.15% No change 6,586 $1.1M
Hilltop Holdings Inc. 0.12% Add +3.1% 6,553 $1.1M
Jones Financial Companies LLLP 0.00% Add +182.1% 6,544 $1.1M
Lake Street Private Wealth, LLC 0.15% Reduce -10.7% 6,539 $1.1M
Mgo One Seven LLC 0.06% Reduce -9.7% 6,537 $1.1M
Navalign, LLC 0.35% Reduce -3.6% 6,524 $1.1M
Cornerstone Wealth Management, LLC 0.09% Add +0.4% 6,523 $1.1M
Miller Investment Management, LP 0.14% No change 6,500 $1.1M
Valmark Advisers, Inc. 0.02% Add +3.2% 6,469 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -1.9% 6,462 $1.1M
Baader Bank Aktiengesellschaft 0.09% Add +31.5% 6,454 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +242.3% 6,443 $1.1M
South Street Advisors LLC 0.17% No change 6,420 $1.0M
Confluence Wealth Services, Inc. 0.09% No change 6,405 $1.0M
First National Bank & Trust Co. of Newtown 0.21% Reduce -4.5% 6,381 $1.0M
Moneco Advisors, LLC 0.16% Add +4.6% 6,344 $1.0M
Cidel Asset Management Inc. 0.08% Reduce -3.6% 6,336 $1.0M
Sutton Place Investors LLC 0.51% Add +42.2% 6,281 $1.0M
Castleark Management LLC 0.04% No change 6,260 $1.0M
American Financial Group Inc. 0.44% No change 6,250 $1.0M
Bank of Hawaii 0.05% Add +5.1% 6,245 $1.0M
Prudential PLC 0.01% Reduce -74.2% 6,219 $1.0M
Basepoint Wealth LLC 0.76% Reduce -23.1% 6,218 $1.0M
Caprock Group, LLC 0.06% Add +1.0% 6,203 $1.0M
Schechter Investment Advisors, LLC 0.08% Add +18.7% 6,192 $1.0M
Schear Investment Advisers, LLC 0.81% Add +25.5% 6,152 $1.0M
South Dakota Investment Council 0.02% Reduce -79.5% 6,146 $1.0M
Westhampton Capital, LLC 0.55% No change 6,141 $1.0M
Dearborn Partners LLC 0.04% Reduce -14.7% 6,109 $998K
Epoch Investment Partners, Inc. 0.00% Reduce -1.4% 6,102 $997K
Aull & Monroe Investment Management Corp 0.46% Reduce -5.4% 6,092 $995K
MassMutual Private Wealth & Trust, FSB 0.03% Add +8.6% 6,081 $993K
Whittier Trust Co. of Nevada Inc. 0.03% Add +4.9% 6,076 $992K
Institutional & Family Asset Management, LLC 0.16% Reduce -1.1% 6,048 $988K
Strategic Financial Services, Inc. 0.06% Reduce -5.3% 6,045 $987K
Checchi Capital Advisers, LLC 0.08% Add +1.7% 6,034 $986K
Erste Asset Management GmbH 0.01% Reduce -61.9% 6,200 $986K
Wealth Advisory Solutions, LLC 0.26% New 6,028 $985K
Heck Capital Advisors, LLC 0.15% No change 6,021 $983K
Hilltop National Bank 0.33% — 6,007 $981K
PARK CIRCLE Co 0.91% No change 6,000 $980K
CSS LLC 0.24% Add +200.0% 6,000 $980K
Fisher Asset Management 0.00% Reduce -14.5% 5,998 $980K
Busey Bank 0.03% Add +1.7% 5,990 $978K
Rosenberg Matthew Hamilton 0.28% Reduce -2.2% 5,983 $977K
Private Trust Co. NA 0.11% Add +9.2% 5,983 $977K
Allen Capital Group, LLC 0.14% Add +1.3% 5,976 $976K
Matthew Goff Investment Advisor, LLC 0.20% Reduce -35.0% 5,938 $970K
Keynote Financial Services LLC 0.81% — 5,904 $964K
Sandy Spring Bank 0.04% Reduce -3.9% 5,898 $963K
Affinity Investment Advisors, LLC 0.70% Add +115.8% 5,888 $962K
Palisade Asset Management, LLC 0.09% Add +2.2% 5,878 $960K
Westbourne Investment Advisors, Inc. 0.35% Reduce -1.7% 5,880 $960K
Integrated Advisors Network LLC 0.05% Reduce -0.7% 5,841 $954K
Harvest Fund Management Co., Ltd 0.09% Add +714.0% 5,836 $953K
Farmers & Merchants Trust Co of Chambersburg PA 0.39% Reduce -12.9% 5,829 $952K
Aviance Capital Partners, LLC 0.14% Add +268.2% 5,828 $952K
Retirement Group, LLC 0.34% Add +0.0% 5,811 $949K
Birmingham Capital Management Co. Inc. 0.35% Reduce -8.7% 5,801 $948K
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -0.4% 5,795 $947K
Ameritas Advisory Services, LLC 0.04% Reduce -6.2% 6,375 $946K
Virtus Advisers, LLC 0.50% Add +11.7% 5,775 $943K
Banco Santander, S.A. 0.01% New 5,738 $937K
Retirement Planning Co of New England, Inc. 0.51% Reduce -2.6% 5,713 $933K
Allen Mooney & Barnes Investment Advisors LLC 0.18% Reduce -2.1% 5,636 $932K
Invst, LLC 0.11% New 5,689 $929K
Doheny Asset Management 0.76% No change 5,689 $929K
Trust Co. of Toledo NA 0.14% Reduce -2.2% 5,667 $926K
Great Diamond Partners, LLC 0.21% Add +219.5% 5,636 $921K
Stegent Equity Advisors, Inc. 0.93% Reduce -1.2% 5,632 $920K
Caxton Associates LP 0.06% Add +22.2% 5,630 $920K
Wealth Alliance, LLC 0.12% Add +6.2% 5,523 $902K
Eagle Strategies LLC 0.20% New 5,519 $902K
TrinityPoint Wealth, LLC 0.15% Add +6.5% 5,505 $899K
Outfitters Financial LLC 0.74% No change 5,500 $898K
Bank Ozk 0.40% Add +11.7% 5,488 $896K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -9.0% 5,487 $896K
Western Financial Corp 0.55% Reduce -10.3% 5,487 $896K
Castlekeep Investment Advisors LLC 0.64% Reduce -27.7% 5,464 $892K
Compound Planning, Inc. 0.08% Add +1.5% 5,452 $890K
Peoples Financial Services Corp. 0.39% Reduce -10.2% 5,440 $889K
Qsemble Capital Management, LP 0.19% New 5,399 $882K
Harbor Investment Advisory, LLC 0.09% Reduce -9.5% 5,391 $881K
Beacon Investment Advisors LLC 0.50% Add +1.8% 5,368 $877K
Worth Financial Advisory Group, LLC 0.60% Add +7.1% 5,326 $870K
GAMMA Investing LLC 0.18% Add +17.6% 5,323 $869K
Chicago Partners Investment Group LLC 0.04% Reduce -1.1% 5,469 $869K
EHP Funds Inc. 0.60% Reduce -36.1% 5,300 $866K
HighPoint Advisor Group LLC 0.06% Add +12.6% 5,958 $864K
Jackson Square Capital, LLC 0.22% Reduce -16.9% 5,202 $850K
Plato Investment Management Ltd 0.09% Add +893.3% 5,175 $845K
Quadrant Capital Group LLC 0.07% Add +1.5% 5,152 $842K
Flputnam Investment Management Co. 0.02% Add +7.9% 5,146 $841K
Mill Capital Management, LLC 0.07% No change 5,145 $840K
SYSTM Wealth Solutions LLC 0.11% Add +14.2% 5,130 $838K
Fulton Bank, N.A. 0.03% Add +18.2% 5,127 $837K
Campion Asset Management 0.65% Reduce -4.3% 5,122 $837K
Linscomb Wealth, Inc. 0.04% Reduce -0.1% 5,106 $834K
Strategic Wealth Partners, Ltd. 0.09% Reduce -83.0% 5,105 $834K
Weatherly Asset Management L. P. 0.08% Reduce -0.2% 5,069 $828K
Mission Wealth Management, LP 0.02% Add +3.8% 5,066 $827K
Schnieders Capital Management LLC 0.17% No change 5,058 $826K
Bar Harbor Wealth Management 0.06% No change 5,051 $825K
Spreng Capital Management, Inc. 0.44% Add +263.6% 6,865 $825K
Weaver Consulting Group 0.30% No change 5,022 $820K
Lingohr Asset Management GmbH 2.05% Add +6.8% 5,021 $820K
Wedmont Private Capital 0.06% Add +20.2% 4,953 $819K
Whitener Capital Management, Inc. 0.27% Reduce -3.6% 5,009 $818K
Symphony Financial, Ltd. Co. 0.19% Add +6.4% 5,002 $817K
FRG Family Wealth Advisors LLC 0.16% No change 5,703 $817K
Garrison Point Advisors, LLC 0.52% No change 4,960 $810K
FAS Wealth Partners, Inc. 0.07% Reduce -1.1% 4,944 $808K
Waldron Private Wealth LLC 0.04% Add +0.5% 4,935 $806K
Childress Capital Advisors, LLC 0.23% Reduce -1.9% 4,906 $801K
Waverly Advisors, LLC 0.02% Add +102.4% 4,895 $800K
Choreo, LLC 0.02% Reduce -16.1% 4,894 $798K
Jackson Hole Capital Partners, LLC 0.18% No change 4,874 $796K
Park Place Capital Corp 0.28% Reduce -37.1% 4,862 $794K
Avidian Wealth Enterprises, LLC 0.04% Add +6.0% 4,851 $792K
OneAscent Financial Services LLC 0.09% Reduce -16.2% 4,842 $791K
Lincoln Capital LLC 0.18% Reduce -0.6% 4,840 $791K
Ausdal Financial Partners, Inc. 0.09% Reduce -0.5% 4,806 $785K
First Foundation Advisors 0.03% Add +8.4% 4,786 $782K
Investors Research Corp 0.18% Reduce -43.4% 4,776 $780K
Arkfeld Wealth Strategies, L.L.C. 0.43% Reduce -0.1% 4,720 $780K
Connectus Wealth, LLC 0.02% No change 4,750 $776K
Roof Eidam Maycock Peralta, LLC 0.21% No change 4,747 $775K
&partners 0.11% Reduce -26.2% 4,743 $775K
Autumn Glory Partners, LLC 0.38% No change 4,740 $774K
Siemens Fonds Invest GmbH 0.06% Reduce -5.2% 4,739 $774K
KCM Investment Advisors LLC 0.03% Add +20.8% 4,727 $772K
Cornerstone Wealth Group, LLC 0.07% Add +108.7% 4,724 $772K
Probity Advisors, Inc. 0.16% Reduce -3.7% 4,709 $769K
LVM Capital Management Ltd. 0.09% Add +1.1% 4,695 $767K
EPG Wealth Management LLC 0.19% Add +8.5% 4,695 $767K
Johnson Financial Group, Inc. 0.04% Reduce -26.2% 4,692 $766K
Verition Fund Management LLC 0.01% Reduce -34.4% 4,683 $765K
Strait & Sound Wealth Management LLC 0.43% Add +5.5% 4,612 $763K
North Star Investment Management Corp. 0.05% Reduce -4.5% 4,668 $762K
Means Investment Co., Inc. 0.10% Add +0.1% 4,663 $762K
Transcend Capital Advisors, LLC 0.06% Add +0.3% 4,644 $759K
Paloma Partners Management Co 0.16% New 4,642 $758K
Unigestion Holding SA 0.04% Add +12.5% 4,640 $758K
Cigna Investments Inc. 0.14% Reduce -2.6% 4,628 $756K
Trust Co. of Vermont 0.04% Add +85.2% 4,624 $755K
Beck Bode, LLC 0.15% New 4,612 $753K
Modera Wealth Management, LLC 0.01% Add +1.3% 4,610 $753K
Kovack Advisors, Inc. 0.09% Reduce -5.3% 4,584 $749K
Nwam LLC 0.06% Reduce -3.8% 5,086 $742K
Alpha DNA Investment Management LLC 0.41% Add +37.3% 4,533 $740K
S.A. Mason LLC 0.44% No change 4,529 $740K
Essex Bank 0.21% No change 5,547 $739K
West Paces Advisors Inc. 0.19% Add +4.0% 4,518 $738K
Patron Partners, LLC 0.45% Reduce -4.5% 4,500 $735K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -4.5% 4,485 $733K
Johnson & White Wealth Management, LLC 0.53% Add +2.9% 4,480 $732K
Premier Path Wealth Partners, LLC 0.14% Add +1.6% 4,464 $729K
Montecito Bank & Trust 0.15% Reduce -5.0% 4,464 $729K
Peregrine Asset Advisers, Inc. 0.29% No change 4,430 $724K
Pitcairn Co. 0.05% No change 4,413 $721K
Towne Trust Company, N.A 0.26% Add +19.1% 4,409 $720K
Aquatic Capital Management LLC 0.02% New 4,400 $719K
Brighton Jones LLC 0.03% Reduce -2.8% 4,384 $716K
Vaughan David Investments LLC 0.02% Reduce -5.4% 4,381 $716K
Geneos Wealth Management Inc. 0.03% Reduce -90.0% 4,380 $715K
Benjamin Edwards Inc. 0.14% Add +91.8% 4,357 $712K
Sompo Asset Management Co., Ltd. 0.12% Add +33.3% 4,320 $706K
Evergreen Capital Management LLC 0.03% Add +0.5% 4,317 $705K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +2.4% 4,286 $700K
NorthRock Partners, LLC 0.03% Add +11.4% 4,286 $700K
Foster & Motley Inc. 0.05% Add +3.9% 4,287 $700K
GAMCO Investors 0.01% Reduce -4.5% 4,283 $700K
Richwood Investment Advisors, LLC 0.62% Reduce -4.8% 4,275 $698K
Symmetry Partners, LLC 0.05% No change 4,265 $697K
Verity Asset Management, Inc. 0.39% Reduce -7.1% 4,267 $697K
Exchange Traded Concepts, LLC 0.02% Add +4386.3% 4,262 $696K
Lanark Financial, Inc. 0.07% Reduce -2.2% 4,261 $695K
Summit Trail Advisors, LLC 0.02% Add +48.5% 4,254 $695K
Naviter Wealth, LLC 0.11% Reduce -1.6% 4,231 $691K
EverSource Wealth Advisors, LLC 0.05% Add +2.2% 4,811 $689K
SignalPoint Asset Management, LLC 0.19% Reduce -0.8% 4,213 $688K
Nicholas Wealth, LLC. 0.53% Reduce -16.0% 4,212 $688K
Kolinsky Wealth Management, LLC 0.53% Add +2.5% 4,206 $687K
Vanguard Capital Wealth Advisors 0.48% Reduce -4.3% 4,200 $686K
Focus Financial Network, Inc. 0.03% — 4,456 $683K
Roberts Glore & Co. Inc. 0.20% No change 4,182 $683K
OmniStar Financial Group, Inc. 0.62% New 4,164 $680K
Stevens Capital Management LP 0.13% New 4,161 $680K
Global Financial Private Client, LLC 0.29% Add +321.1% 4,156 $679K
Gryphon Financial Partners LLC 0.12% Reduce -0.6% 4,141 $676K
SAM Advisors, LLC 0.25% No change 4,136 $676K
Thrive Wealth Management, LLC 0.14% Reduce -16.4% 4,129 $674K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Add +0.2% 4,124 $674K
Burford Brothers, Inc. 0.44% Add +2.6% 4,120 $673K
WP Advisors, LLC 0.22% Reduce -6.3% 4,111 $671K
Estabrook Capital Management 0.10% Reduce -4.5% 4,109 $671K
Clifford Group, LLC 0.55% Reduce -7.9% 4,102 $670K
Randall & Associates Wealth Management 0.60% Reduce -10.6% 4,093 $669K
Perpetual Ltd 0.01% Add +0.6% 4,203 $668K
Merit Financial Group, LLC 0.02% Add +22.3% 4,626 $664K
Princeton Global Asset Management LLC 0.16% Add +0.1% 4,038 $660K
Western Wealth Management, LLC 0.05% Reduce -73.8% 4,029 $658K
Greenfield Seitz Capital Management, LLC 0.24% Reduce -13.9% 4,013 $655K
Relative Value Partners Group, LLC 0.04% Add +1.1% 4,538 $655K
Full Sail Capital, LLC 0.05% Reduce -24.8% 3,995 $653K
Fulcrum Equity Management 0.77% Reduce -1.4% 3,993 $652K
Lazard Asset Management LLC 0.00% Add +12.7% 3,998 $652K
Kuhn & Co Investment Counsel 0.61% No change 3,968 $648K
GHP Investment Advisors, Inc. 0.03% Add +20.9% 3,968 $648K
Riverwater Partners LLC 0.48% Reduce -1.1% 3,966 $648K
Field & Main Bank 0.25% Reduce -1.9% 3,958 $646K
Perigon Wealth Management, LLC 0.02% Add +10.3% 3,951 $646K
John G Ullman & Associates Inc. 0.10% No change 3,950 $645K
Welch Group, LLC 0.03% Reduce -3.6% 3,949 $645K
Robertson Stephens Wealth Management, LLC 0.04% Add +3.9% 3,936 $643K
Conning Inc. 0.02% Reduce -2.7% 3,928 $642K
Roundview Capital LLC 0.05% No change 3,919 $640K
Advisor OS, LLC 0.07% Add +21.9% 3,893 $636K
Harbour Trust & Investment Management Co 0.08% Reduce -1.0% 3,883 $634K
Mosaic Family Wealth Partners, LLC 0.10% Add +0.0% 3,876 $633K
Strategy Asset Managers LLC 0.14% Add +1.4% 3,862 $631K
Ballew Advisors, Inc 0.43% Add +0.3% 3,802 $628K
49 Wealth Management, LLC 0.13% Add +1.4% 3,840 $627K
Montchanin Asset Management, LLC 0.62% — 3,830 $626K
Vivid Wealth Management, LLC 0.39% Reduce -0.8% 3,828 $625K
Spinnaker Trust 0.04% Add +0.4% 3,822 $624K
Curi Capital, LLC 0.01% Add +80.8% 3,821 $624K
Smart Portfolios, LLC 0.66% No change 3,820 $624K
Grey Street Capital, LLC 0.08% New 3,820 $624K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +26.4% 3,806 $622K
CPC Advisors, LLC 0.11% Add +86.5% 3,799 $620K
Certuity, LLC 0.05% Reduce -38.3% 3,790 $619K
PFG Advisors 0.05% Add +4.9% 3,778 $617K
CI Investments Inc. 0.00% Reduce -1.2% 3,764 $615K
Hanson & Doremus Investment Management 0.11% Reduce -1.8% 3,761 $614K
JT Stratford LLC 0.12% Add +0.3% 3,758 $614K
GTS Securities LLC 0.02% Reduce -59.7% 3,758 $614K
Norden Group LLC 0.12% Add +73.2% 3,743 $611K
Brandywine Oak Private Wealth LLC 0.06% Add +0.1% 3,740 $611K
Danske Bank A/S 0.00% — 3,739 $611K
AA Financial Advisors, LLC 0.25% New 3,737 $610K
Ransom Advisory, Ltd 0.32% — 3,725 $608K
Empirical Asset Management, LLC 0.29% Reduce -20.0% 3,705 $605K
Uncommon Cents Investing LLC 0.18% Add +0.4% 3,697 $604K
KLR Investment Advisors, LLC 0.44% Reduce -13.8% 3,845 $604K
Realta Investment Advisors 0.12% Reduce -43.5% 3,691 $603K
Angeles Wealth Management, LLC 0.06% Add +1.1% 3,688 $602K
Beaird Harris Wealth Management, LLC 0.06% No change 3,662 $598K
Spinnaker Investment Group, LLC 0.17% No change 3,642 $595K
Syon Capital LLC 0.06% Add +7.0% 3,639 $594K
Trust Co 0.08% Reduce -10.4% 3,611 $590K
Triasima Portfolio Management inc. 0.05% Reduce -12.8% 3,595 $587K
First Financial Bankshares Inc 0.01% Add +25.7% 3,585 $586K
City Center Advisors, LLC 0.69% — 3,561 $582K
Lindbrook Capital, LLC 0.05% Add +1.7% 3,550 $580K
MTM Investment Management, LLC 0.24% Add +0.5% 3,549 $580K
Everpar Advisors LLC 0.35% Reduce -48.5% 3,546 $579K
Prairie Sky Financial Group LLC 0.35% Add +0.0% 3,543 $579K
Harbor Advisors LLC 0.11% No change 3,541 $578K
Vectors Research Management, LLC 0.16% Add +0.1% 3,536 $578K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.4% 3,534 $577K
Courier Capital LLC 0.04% No change 3,528 $576K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,527 $576K
Hennessy Advisors Inc. 0.02% Reduce -12.5% 3,500 $572K
Whalerock Point Partners, LLC 0.16% No change 3,490 $570K
Faithward Advisors, LLC 0.10% Add +14.0% 3,482 $569K
CX Institutional 0.03% Add +4.0% 3,477 $568K
Blue Edge Capital, LLC 0.10% Add +0.6% 3,495 $568K
ARS Investment Partners, LLC 0.06% No change 3,475 $568K
Woodmont Investment Counsel LLC 0.05% No change 3,465 $566K
Clarius Group, LLC 0.04% Reduce -11.9% 3,455 $564K
Cambridge Financial Group, LLC 0.27% No change 3,454 $564K
Empire Financial Management Company, LLC 0.19% No change 3,446 $563K
Kapitalo Investimentos Ltda 0.12% Reduce -5.6% 3,444 $563K
Corbyn Investment Management Inc. 0.25% Reduce -2.1% 3,441 $562K
Steel Grove Capital Advisors, LLC 0.07% Add +6.4% 3,440 $562K
CoreFirst Bank & Trust 0.35% Reduce -0.7% 3,418 $558K
Merrion Investment Management Co, LLC 0.40% No change 3,400 $555K
Graypoint LLC 0.04% Add +12.3% 3,397 $555K
Athena Investment Management 0.33% Reduce -2.6% 3,387 $553K
Van Strum & Towne Inc. 0.20% No change 3,381 $552K
Mayflower Financial Advisors, LLC 0.09% Reduce -4.3% 3,375 $551K
Abacus Planning Group, Inc. 0.11% No change 3,372 $551K
Joel Isaacson & Co., LLC 0.03% Reduce -5.7% 3,345 $546K
Powers Advisory Group, LLC 0.31% No change 3,343 $546K
Tanager Wealth Management LLP 0.09% Add +1.5% 3,329 $544K
MSH Capital Advisors LLC 0.19% Add +2.8% 3,327 $543K
Davidson Trust Co. 0.32% Reduce -2.9% 3,326 $543K
Excalibur Management Corp. 0.23% Reduce -0.4% 3,325 $543K
Verus Capital Partners, LLC 0.06% Reduce -1.8% 3,322 $543K
Allen Investment Management, LLC 0.01% No change 3,318 $542K
Eisler Capital (UK) Ltd. 0.07% Reduce -70.0% 3,316 $542K
Drive Wealth Management, LLC 0.15% Reduce -6.0% 3,283 $536K
Goodman Financial Corp 0.12% Reduce -14.0% 3,278 $535K
LCNB Corp. 0.19% Add +3.7% 3,272 $534K
Everhart Financial Group, Inc. 0.16% Add +5.5% 3,270 $534K
Cadinha & Co. LLC 0.09% No change 3,270 $534K
McDaniel Terry & Co. 0.05% Add +3.1% 3,267 $534K
Soltis Investment Advisors LLC 0.06% Add +68.7% 3,266 $533K
Rossmore Private Capital 0.07% Add +1.5% 3,252 $531K
Zions Bancorporation, N.A. 0.04% Add +3.4% 3,239 $529K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -51.9% 3,239 $529K
Foundations Investment Advisors, LLC 0.01% Add +0.3% 3,239 $529K
Tennessee Valley Asset Management Partners 0.13% Add +0.6% 3,238 $529K
Lake Street Advisors Group, LLC 0.02% Reduce -2.0% 3,228 $527K
Intrinsic Value Partners, LLC 0.56% Reduce -3.2% 3,227 $527K
SteelPeak Wealth, LLC 0.03% Reduce -95.8% 3,226 $527K
Whittier Trust Co. 0.01% Add +5.9% 3,210 $524K
CreativeOne Wealth, LLC 0.02% Add +51.5% 3,209 $524K
Granite Group Advisors, LLC 0.35% Add +3.9% 3,207 $524K
Callan Capital, LLC 0.05% Add +1.8% 3,202 $523K
Founders Financial Securities LLC 0.05% New 3,193 $522K
Vantage Consulting Group Inc 0.33% Reduce -14.7% 3,184 $520K
First National Bank Sioux Falls 0.28% No change 3,184 $520K
Good Life Advisors, LLC 0.05% Add +1.8% 3,172 $518K
Jump Financial, LLC 0.01% New 3,168 $517K
Private Portfolio Partners LLC 0.11% No change 3,158 $516K
Essex Financial Services, Inc. 0.05% Add +5.3% 3,153 $515K
OneAscent Wealth Management LLC 0.20% Reduce -17.1% 3,155 $515K
Capital Investment Advisory Services, LLC 0.05% Reduce -1.6% 3,138 $513K
Westwood Holdings Group Inc. 0.00% No change 3,136 $512K
Beaton Management Co. Inc. 0.28% Reduce -0.5% 3,131 $511K
E&G Advisors, LLC 0.16% Add +13.4% 3,122 $510K
Callahan Advisors, LLC 0.05% Reduce -2.5% 3,120 $510K
Hills Bank & Trust Co 0.04% Add +20.7% 3,116 $509K
PDS Planning, Inc 0.05% Add +2.7% 3,115 $509K
AdvisorShares Investments LLC 0.09% New 3,100 $506K
Concourse Financial Group Securities, Inc. 0.03% Add +3.5% 3,097 $506K
Aries Wealth Management 0.16% Add +4.0% 3,083 $504K
Chesapeake Asset Management LLC 0.50% Reduce -22.0% 3,082 $503K
Austin Private Wealth, LLC 0.06% Reduce -20.3% 2,891 $499K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -2.6% 3,044 $497K
Capital Analysts, LLC 0.02% Reduce -7.6% 3,035 $496K
Poehling Capital Management, INC. 0.13% Add +0.0% 3,036 $496K
Freedom Investment Management, Inc. 0.04% Reduce -24.5% 3,034 $496K
Magnus Financial Group LLC 0.06% Add +0.0% 3,031 $495K
CHICAGO TRUST Co NA 0.10% Add +0.3% 3,026 $494K
Passumpsic Savings Bank 0.32% — 3,024 $494K
Brown Brothers Harriman & Co. 0.00% Add +2.5% 3,017 $493K
Ceeto Capital Group, LLC 0.20% No change 3,000 $490K
Vise Technologies, Inc. 0.10% Reduce -25.3% 2,991 $489K
Sunbelt Securities, Inc. 0.05% Add +87.4% 2,983 $487K
Geller Advisors LLC 0.04% Add +2.9% 2,981 $487K
Stockman Wealth Management, Inc. 0.09% Reduce -5.4% 2,977 $486K
Cadence Bank 0.04% Reduce -0.6% 2,975 $486K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.35% Reduce -1.1% 2,958 $483K
Harbour Investments, Inc. 0.02% Add +4.3% 2,956 $483K
Empyrean Capital Partners, LP 0.03% No change 2,940 $480K
Annis Gardner Whiting Capital Advisors, LLC 0.17% Add +1878.4% 2,928 $478K
Ballentine Partners, LLC 0.01% Add +3.9% 2,913 $476K
Obermeyer Wealth Partners 0.03% Add +11.9% 2,910 $475K
Zega Financial, LLC 0.21% Add +44.6% 2,906 $475K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,880 $470K
Capital Investment Advisors, LLC 0.01% Reduce -5.8% 2,870 $469K
Dividend Assets Capital, LLC 0.10% Add +2.8% 2,868 $468K
Successful Portfolios LLC 0.32% Reduce -9.0% 2,865 $468K
Quilter Plc 0.01% No change 2,863 $468K
Paragon Capital Management Ltd 0.08% Add +0.4% 2,852 $466K
Nilsine Partners, LLC 0.06% Add +0.4% 2,850 $466K
Tributary Capital Management, LLC 0.04% Reduce -33.7% 2,850 $466K
Lebenthal Global Advisors, LLC 0.10% Reduce -1.1% 2,847 $465K
Schonfeld Strategic Advisors LLC 0.00% New 2,844 $465K
Plancorp, LLC 0.02% Reduce -3.9% 2,835 $463K
Sharp Wealth Advisory, LLC 0.43% Reduce -8.4% 2,834 $463K
Gilliland Jeter Wealth Management LLC 0.16% No change 2,830 $462K
Clark Capital Management Group, Inc. 0.00% New 2,819 $460K
Stiles Financial Services Inc 0.18% Add +0.5% 2,871 $459K
Orange Investment Advisors, Inc. 0.06% Reduce -50.5% 2,810 $459K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% Reduce -22.2% 2,802 $458K
Catalina Capital Group, LLC 0.19% Add +47.6% 2,790 $456K
Petrus Trust Company, LTA 0.04% New 2,786 $455K
AlTi Global, Inc. 0.01% Reduce -95.5% 2,786 $455K
Global Retirement Partners, LLC 0.02% Add +3.0% 2,784 $455K
Kanawha Capital Management LLC 0.04% Reduce -3.5% 2,779 $454K
Fidelis Capital Partners, LLC 0.07% Add +2.1% 2,759 $451K
Cape Cod Five Cents Savings Bank 0.04% Reduce -11.3% 2,750 $449K
IVC Wealth Advisors LLC 0.26% Reduce -0.4% 2,735 $447K
Blue Trust, Inc. 0.01% Reduce -24.1% 2,730 $446K
Laurel Wealth Advisors LLC 0.08% No change 2,729 $446K
Insigneo Advisory Services, LLC 0.05% Reduce -2.2% 2,725 $445K
Ruggaard & Associates LLC 0.21% Add +2.6% 2,722 $445K
Thompson Siegel & Walmsley LLC 0.01% Reduce -1.8% 2,699 $441K
Ethic Inc. 0.01% Add +3.9% 2,697 $440K
Monetary Management Group Inc. 0.12% No change 2,677 $437K
Pflug Koory, LLC 0.03% No change 2,672 $436K
Hamilton Capital, LLC 0.03% Add +9.5% 2,669 $436K
Roman Butler Fullerton & Co. 0.16% Reduce -4.2% 2,746 $431K
Savvy Advisors, Inc. 0.25% Add +0.7% 2,635 $430K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -4.9% 2,626 $429K
First Interstate Bank 0.03% Add +2.3% 2,624 $429K
Kohmann Bosshard Financial Services, LLC 0.06% No change 2,623 $428K
Aaron Wealth Advisors LLC 0.06% Add +12.0% 2,621 $428K
First Citizens Bank & Trust Co. 0.01% Add +17.8% 2,620 $428K
NBT Bank, N.A. 0.03% Add +183.2% 2,620 $428K
Keating Investment Counselors Inc. 0.14% Reduce -30.8% 2,615 $427K
Chilton Capital Management LLC 0.02% Reduce -14.6% 2,606 $426K
HCR Wealth Advisors 0.06% Reduce -1.4% 2,604 $425K
Dodge & Cox 0.00% No change 2,600 $425K
Opus Capital Group, LLC 0.06% Reduce -0.1% 2,584 $422K
Weik Capital Management 0.18% Reduce -18.3% 2,570 $420K
Moller Wealth Partners 0.11% No change 2,568 $419K
iA Global Asset Management Inc. 0.01% Reduce -14.0% 2,566 $419K
Pinnacle Bancorp, Inc. 0.12% Add +7.5% 2,565 $419K
Sentry Investment Management LLC 0.16% No change 2,558 $418K
Denver Wealth Management, Inc. 0.21% Reduce -0.5% 2,556 $418K
Centiva Capital, LP 0.03% New 2,531 $413K
Plimoth Trust Co. LLC 0.11% No change 2,526 $413K
Greenfield Savings Bank 0.22% No change 2,522 $412K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -3.8% 2,521 $412K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -2.0% 2,506 $409K
Goelzer Investment Management, Inc. 0.02% Add +23.4% 2,505 $409K
Renasant Bank 0.29% Reduce -0.5% 2,504 $409K
Gables Capital Management Inc. 0.23% No change 2,502 $409K
Fractal Investments LLC 0.07% No change 2,500 $408K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -6.9% 2,500 $408K
Cambridge Trust Co. 0.02% Add +5.3% 2,495 $408K
Bray Capital Advisors 0.10% Add +0.6% 2,495 $407K
WASHINGTON TRUST Co 0.01% Add +0.7% 2,491 $407K
Strategic Blueprint, LLC 0.03% Add +13.9% 2,479 $405K
Cadent Capital Advisors, LLC 0.16% Reduce -8.5% 2,472 $404K
Waterway Wealth Management, LLC 0.18% No change 2,471 $404K
Apriem Advisors 0.05% Reduce -19.7% 2,462 $402K
Saxon Interests, Inc. 0.19% Reduce -34.5% 2,443 $399K
Ritholtz Wealth Management 0.01% Add +32.2% 2,433 $397K
Letson Investment Management, Inc. 0.17% Add +7.6% 2,429 $397K
LaSalle St. Investment Advisors, LLC 0.22% Add +10.7% 2,902 $396K
Summit Global Investments 0.03% Reduce -64.9% 2,426 $396K
Canal Capital Management, LLC 0.07% Add +1.0% 2,421 $395K
Montag A & Associates Inc. 0.02% No change 2,409 $394K
Calydon Capital 0.07% Add +16.3% 2,680 $393K
Ethos Financial Group, LLC 0.08% No change 2,409 $393K
Caitlin John, LLC 0.30% Add +8.6% 2,406 $393K
Walker Asset Management, LLC 0.26% Reduce -1.7% 2,401 $392K
Ipswich Investment Management Co., Inc. 0.09% No change 2,400 $392K
Crawford Investment Counsel Inc. 0.01% Add +7.9% 2,397 $392K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% Reduce -2.4% 2,397 $392K
Measured Wealth Private Client Group, LLC 0.14% No change 2,395 $391K
LBMC Investment Advisors, LLC 0.03% Reduce -13.7% 2,382 $389K
SkyOak Wealth, LLC 0.09% No change 2,378 $388K
StoneX Group Inc. 0.03% Add +4.5% 2,373 $388K
Empower Advisory Group, LLC 0.00% Reduce -17.5% 2,364 $386K
Jacobs & Co. 0.04% No change 2,366 $386K
Marietta Investment Partners LLC 0.08% No change 2,360 $385K
Southland Equity Partners LLC 0.11% Add +16.1% 2,360 $385K
Port Capital LLC 0.02% Reduce -1.9% 2,359 $385K
First Financial Bank - Trust Division 0.04% No change 2,356 $385K
Stokes Family Office, LLC 0.05% No change 2,351 $384K
Madison Park Capital Advisors, LLC 0.33% Add +3.0% 2,346 $383K
Hurlow Wealth Management Group, Inc. 0.13% No change 2,338 $382K
Amarillo National Bank 0.07% Add +49.5% 2,333 $381K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 2,325 $380K
Alps Advisors Inc. 0.00% Reduce -9.7% 2,323 $379K
CWA Asset Management Group, LLC 0.02% Reduce -19.4% 2,314 $378K
Horizon Advisory Services, Inc. 0.18% — 2,307 $377K
Insight Folios Inc 0.15% Reduce -30.1% 2,307 $377K
Azimuth Capital Investment Management LLC 0.02% Reduce -1.7% 2,303 $376K
Liberty Capital Management, Inc. 0.09% No change 2,302 $376K
Financial Management Network Inc. 0.09% Add +0.1% 2,193 $374K
Orleans Capital Management Corp. 0.25% Reduce -31.0% 2,287 $374K
Longfellow Investment Management Co. LLC 0.08% Reduce -48.6% 2,278 $372K
Beaumont Financial Advisors, LLC 0.03% Add +0.9% 2,278 $372K
Abacus Wealth Partners, LLC 0.06% Add +0.2% 2,278 $372K
Acropolis Investment Management, LLC 0.02% Add +5.8% 2,274 $371K
Waterloo Capital, L.P. 0.05% New 2,269 $371K
TFG Advisers LLC 0.14% Add +0.4% 2,269 $371K
Delta Financial Group, Inc. 0.11% Add +0.3% 2,263 $370K
Leisure Capital Management 0.19% Add +2.9% 2,262 $369K
Advus Financial Partners, LLC 0.11% Reduce -2.5% 2,258 $369K
Infrastructure Capital Advisors, LLC 0.06% Reduce -16.3% 2,254 $368K
Anchor Investment Management, LLC 0.04% Add +3.5% 2,254 $368K
United Community Bank 0.14% Reduce -17.8% 2,252 $368K
TrinityBridge Ltd 0.01% No change 2,249 $367K
Veltria Advisors Corp. 0.09% New 2,238 $366K
Parkside Financial Bank & Trust 0.06% Reduce -30.4% 2,229 $364K
Capital Advisory Group Advisory Services, LLC 0.17% Reduce -2.2% 2,222 $363K
Cross Staff Investments Inc 0.30% No change 2,209 $361K
Assetmark, Inc. 0.00% Add +51.7% 2,207 $360K
Hazlett, Burt & Watson, Inc. 0.22% Add +0.2% 2,201 $360K
Perennial Investment Advisors, LLC 0.05% Add +4.5% 2,202 $360K
Allegheny Financial Group 0.11% Reduce -20.5% 2,202 $360K
Shufro Rose & Co. LLC 0.03% Add +12.8% 2,199 $359K
New Century Financial Group, LLC 0.25% Reduce -12.3% 2,198 $359K
Citizens Financial Group Inc. 0.01% Reduce -58.0% 2,195 $358K
Sterling Investment Advisors, Ltd. 0.10% No change 2,193 $358K
Delta Investment Management, LLC 0.08% Add +5.0% 2,192 $358K
Chiron Capital Management, LLC 0.32% No change 2,189 $358K
Penserra Capital Management LLC 0.00% Add +7.8% 2,194 $357K
Brooks, Moore & Associates, Inc. 0.23% No change 2,185 $357K
Gilman Hill Asset Management, LLC 0.06% No change 2,178 $356K
Pekin Hardy Strauss, Inc. 0.05% Add +24.1% 2,166 $354K
First Trust Investment Solutions L.P. 0.06% New 2,153 $352K
Thomasville National Bank 0.03% Add +1.6% 2,137 $349K
Front Row Advisors LLC 0.13% Add +299.1% 2,135 $349K
Lantern Wealth Advisors, LLC 0.24% Add +1.2% 2,129 $348K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -1.2% 2,113 $345K
Northcape Wealth Management, LLC 0.13% Reduce -24.7% 2,112 $345K
Capital Market Strategies LLC 0.26% Reduce -4.0% 2,109 $344K
Trust Point Inc. 0.03% No change 2,106 $344K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -51.8% 2,105 $344K
Hoylecohen, LLC 0.03% Reduce -0.9% 2,086 $341K
Defender Capital, LLC. 0.12% Add +1.8% 2,073 $339K
KLCM Advisors, Inc. 0.04% Reduce -7.4% 2,072 $338K
Pallas Capital Advisors LLC 0.01% Add +4.6% 2,063 $337K
M3 Advisory Group, LLC 0.31% Add +4.7% 2,062 $337K
Fortune Financial Advisors, LLC 0.21% No change 2,060 $336K
apricus wealth, LLC 0.24% Reduce -88.7% 2,050 $335K
Eagle Global Advisors LLC 0.02% No change 2,041 $333K
Sentry LLC 0.06% Reduce -0.2% 2,039 $333K
Cabot Wealth Management Inc. 0.04% No change 2,035 $332K
Naples Global Advisors, LLC 0.03% Add +13.1% 2,033 $332K
Sentinel Trust Co. Lba 0.04% No change 2,034 $332K
North Star Asset Management Inc. 0.02% Reduce -0.8% 2,027 $331K
Asset Dedication, LLC 0.02% Reduce -5.4% 2,022 $331K
McGowan Group Asset Management, Inc. 0.05% No change 2,021 $330K
LM Advisors LLC 0.06% No change 2,007 $328K
Choate Investment Advisors 0.01% Reduce -22.1% 2,003 $327K
TD Capital Management LLC 0.03% No change 2,000 $327K
Duncan Williams Asset Management, LLC 0.29% — 2,000 $327K
Seamount Financial Group Inc. 0.29% Reduce -33.3% 2,000 $327K
Broderick Brian C 0.07% Add +6.7% 2,000 $327K
Private Wealth Partners, LLC 0.03% No change 2,000 $327K
Quent Capital, LLC 0.04% Add +0.9% 1,999 $327K
TCI Wealth Advisors, Inc. 0.03% Reduce -4.9% 1,998 $326K
AlphaQuest LLC 0.06% New 1,996 $326K
Red Door Wealth Management, LLC 0.06% New 1,995 $326K
WealthBridge Capital Management, LLC 0.11% Add +7.7% 1,992 $325K
Tarbox Family Office, Inc. 0.06% Reduce -9.1% 1,991 $325K
180 Wealth Advisors, LLC 0.06% Reduce -6.2% 1,983 $324K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $323K
Greytown Advisors Inc. 0.18% Reduce -19.8% 1,975 $323K
Legacy Financial Group, Inc. 0.13% Add +0.6% 1,974 $322K
Mitchell Sinkler & Starr 0.08% Reduce -12.2% 1,974 $322K
Bath Savings Trust Co 0.03% Add +0.8% 1,964 $321K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -5.0% 1,964 $321K
Community Bank of Raymore 0.15% Add +25.6% 1,962 $320K
Douglas Lane & Associates, LLC 0.00% New 1,961 $320K
Moss Adams Wealth Advisors LLC 0.05% New 1,960 $320K
Next Capital Management LLC 0.13% Add +2.9% 1,959 $320K
Cassaday & Co Wealth Management LLC 0.01% No change 1,958 $320K
Trueblood Wealth Management, LLC 0.18% Reduce -10.5% 1,952 $319K
Fifth Third Wealth Advisors LLC 0.05% New 1,952 $319K
SPC Financial, Inc. 0.03% Add +5.4% 1,942 $317K
Engineers Gate Manager LP 0.01% Reduce -73.2% 1,941 $317K
AlphaCore Capital LLC 0.08% New 1,940 $317K
Trillium Asset Management, LLC 0.01% No change 1,930 $315K
Moody National Bank Trust Division 0.02% No change 1,928 $315K
Patrick M Sweeney & Associates, Inc. 0.26% Add +6.5% 1,921 $314K
Baldwin Wealth Partners LLC 0.02% Reduce -6.7% 1,918 $313K
Vestor Capital, LLC 0.03% Add +11.7% 1,911 $312K
LVW Advisors, LLC 0.05% Add +18.9% 1,908 $312K
Carmichael Hill & Associates, Inc. 0.13% Add +0.4% 1,905 $311K
Investment Advisory Services Inc. /TX 0.11% Add +0.1% 1,903 $311K
XR Securities LLC 0.09% New 1,903 $311K
Bond & Devick Financial Network, Inc. 0.17% No change 1,902 $311K
Wellington Shields Capital Management, LLC 0.06% No change 1,892 $309K
Resurgent Financial Advisors LLC 0.17% Add +84.1% 1,891 $309K
Tranquility Partners, LLC 0.12% Add +1.3% 1,891 $309K
Cedar Brook Financial Partners, LLC 0.06% Add +4.2% 1,891 $309K
Liberty Wealth Management LLC 0.06% Reduce -1.1% 1,888 $308K
Waters Parkerson & Co., LLC 0.02% Reduce -7.4% 1,887 $308K
St Germain D J Co. Inc. 0.01% Reduce -2.4% 1,885 $308K
LifePlan Financial, LLC 0.28% Reduce -3.8% 1,879 $307K
Beacon Investment Advisory Services, Inc. 0.01% New 1,879 $307K
Legacy Private Trust Co. 0.02% Add +3.1% 1,879 $307K
Summit Asset Management, LLC 0.04% Add +5.1% 1,871 $306K
Sandy Cove Advisors, LLC 0.14% Add +2.9% 1,870 $305K
Redwood Wealth Management Group, LLC 0.32% Add +2.8% 1,865 $305K
GYL Financial Synergies, LLC 0.02% Add +0.3% 1,863 $304K
Hexagon Capital Partners LLC 0.07% Reduce -5.6% 1,863 $304K
Sovereign Financial Group, Inc. 0.08% Add +9.1% 1,856 $303K
Nemes Rush Group LLC 0.04% Add +0.3% 1,854 $303K
Per Stirling Capital Management, LLC. 0.05% Add +9.3% 1,846 $302K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.2% 1,835 $300K
Wellington Shields & Co., LLC 0.10% No change 1,832 $299K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +4.6% 1,827 $298K
Auxano Advisors, LLC 0.09% New 1,819 $297K
NDVR, Inc. 0.28% Add +13.6% 1,819 $297K
HBW Advisory Services LLC 0.06% No change 2,231 $297K
Ignite Planners, LLC 0.08% Reduce -9.7% 1,818 $297K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -46.8% 1,887 $296K
Wolff Financial Management LLC 0.09% No change 1,815 $296K
Abn Amro Investment Solutions 0.01% Reduce -97.7% 1,811 $296K
Willis Johnson & Associates, Inc. 0.03% Reduce -1.1% 1,809 $296K
Zullo Investment Group, Inc. 0.14% Add +0.1% 1,809 $296K
EPIQ Capital Group, LLC 0.12% Add +0.7% 1,809 $295K
Armistice Capital, LLC 0.01% New 1,809 $295K
Diversified, LLC 0.04% Add +0.9% 1,804 $295K
VeraBank, N.A. 0.09% No change 1,802 $294K
Ami Investment Management Inc. 0.11% Reduce -1.7% 1,801 $294K
Donaldson Capital Management, LLC 0.01% Reduce -0.6% 1,797 $294K
Key Client Fiduciary Advisors, LLC 0.16% New 1,795 $293K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.6% 1,789 $292K
Viawealth, LLC 0.18% Add +0.1% 1,789 $292K
KRS Capital Management, LLC 0.24% Add +0.4% 1,788 $292K
Diametric Capital, LP 0.16% New 1,787 $292K
Central Bank & Trust Co. 0.04% No change 1,776 $290K
Nicolet Bankshares Inc. 0.06% No change 1,773 $290K
Hourglass Capital, LLC 0.09% No change 1,770 $289K
Sage Mountain Advisors LLC 0.03% Reduce -20.5% 1,768 $289K
Signature Wealth Management Partners, LLC 0.23% Reduce -1.9% 1,765 $288K
ICA Group Wealth Management, LLC 0.06% Add +17.1% 1,755 $287K
Pinnacle Family Advisors, LLC 0.15% Add +0.6% 1,751 $286K
ABLE Financial Group, LLC 0.11% Reduce -3.4% 1,751 $286K
Crestmont Private Wealth LLC 0.14% Add +2.9% 1,747 $285K
Cooper Financial Group 0.05% Add +10.4% 1,745 $285K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,745 $285K
Bank of New Hampshire 0.07% No change 1,742 $285K
Claro Advisors Inc. 0.05% Add +4.5% 1,738 $284K
Alpha Cubed Investments, LLC 0.01% Reduce -5.3% 1,738 $284K
Avestar Capital, LLC 0.03% New 1,734 $283K
NovaPoint Capital, LLC 0.10% Add +0.3% 1,731 $283K
Blackston Financial Advisory Group, LLC 0.19% Reduce -53.1% 1,728 $282K
MIdWestOne Financial Group, Inc. 0.05% No change 1,727 $282K
Cullen Investment Group, LTD. 0.04% Reduce -4.0% 1,660 $281K
X-Square Capital, LLC 0.13% Reduce -7.2% 1,956 $280K
Cahill Financial Advisors Inc. 0.04% Add +12.8% 1,713 $280K
Murphy Pohlad Asset Management LLC 0.11% Reduce -7.6% 1,712 $280K
American National Bank & Trust 0.04% Reduce -6.5% 1,712 $280K
Spring Capital Management, LLC 0.21% New 1,705 $278K
Cascade Investment Group, Inc. 0.21% Add +6.3% 1,700 $278K
Beirne Wealth Consulting Services, LLC 0.12% Reduce -6.6% 1,700 $278K
Clarity Financial LLC 0.04% New 1,700 $278K
Fourpath Capital Management, LLC 0.19% Add +0.5% 1,686 $275K
Portside Wealth Group, LLC 0.05% Reduce -48.1% 1,685 $275K
Park National Corp. 0.01% Reduce -10.9% 1,685 $275K
Centaurus Financial, Inc. 0.02% Reduce -8.7% 1,684 $275K
Wealthspan Partners, LLC 0.16% Add +1.5% 1,681 $275K
Little House Capital LLC 0.09% Reduce -6.6% 1,676 $274K
Werba Rubin Papier Wealth Management 0.08% Reduce -6.7% 1,671 $273K
Aspire Private Capital, LLC 0.07% No change 1,669 $273K
Farmers Trust Co. 0.05% New 1,667 $272K
Greenwood Gearhart LLC 0.03% No change 1,665 $272K
Contravisory Investment Management, Inc. 0.06% Reduce -2.2% 1,664 $272K
Capital Asset Advisory Services LLC 0.02% New 1,586 $271K
Prio Wealth Limited Partnership 0.01% Reduce -0.6% 1,658 $271K
Patton Albertson Miller Group, LLC 0.04% Reduce -11.0% 1,657 $271K
Objective Capital Management, LLC 0.18% Reduce -0.2% 1,655 $270K
CoreCap Advisors, LLC 0.01% Reduce -29.2% 1,654 $270K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,650 $270K
Evoke Wealth, LLC 0.01% New 1,653 $270K
Secured Retirement Advisors, LLC 0.23% Reduce -79.2% 1,647 $269K
Schrum Private Wealth Management LLC 0.24% New 1,642 $268K
Second Line Capital, LLC 0.09% New 1,642 $268K
Fort Sheridan Advisors LLC 0.05% Add +2.2% 1,642 $268K
Chicago Capital, LLC 0.01% No change 1,642 $268K
Biltmore Family Office, LLC 0.05% No change 1,639 $268K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -1.8% 1,638 $268K
Aspiriant, LLC 0.01% New 1,637 $267K
Perkins Coie Trust Co 0.06% No change 1,637 $267K
Leo Wealth, LLC 0.03% Add +0.2% 1,632 $267K
Tiemann Investment Advisors, LLC 0.12% No change 1,630 $266K
Cherry Tree Wealth Management, LLC 0.07% Reduce -7.8% 1,629 $266K
Heritage Wealth Management, Inc./Texas 0.17% No change 1,628 $266K
Harrell Investment Partners, LLC 0.08% Reduce -5.8% 1,628 $266K
Independent Wealth Network Inc. 0.12% Add +6.3% 1,626 $266K
Breakwater Capital Group 0.07% No change 1,624 $265K
Keel Point, LLC 0.03% New 1,619 $264K
Adero Partners, LLC 0.02% New 1,616 $264K
First Western Trust Bank 0.01% Reduce -59.9% 1,615 $264K
Vicus Capital 0.02% New 1,611 $263K
CRA Financial Services, LLC 0.06% Reduce -4.0% 1,608 $263K
Forte Capital LLC 0.03% No change 1,606 $262K
Founders Financial Alliance, LLC 0.08% Add +3.8% 1,602 $262K
NBW Capital LLC 0.05% New 1,598 $261K
Wambolt & Associates, LLC 0.08% Reduce -2.8% 1,596 $261K
Morningstar Investment Services LLC 0.00% Reduce -38.1% 1,634 $260K
Tradition Wealth Management, LLC 0.03% Reduce -13.5% 1,583 $259K
Boothbay Fund Management, LLC 0.01% New 1,582 $258K
Pure Financial Advisors, LLC 0.01% New 1,582 $258K
Eagle Ridge Investment Management 0.02% No change 1,577 $258K
Sapient Capital LLC 0.01% Reduce -4.4% 1,576 $257K
Advisory Alpha, LLC 0.01% Reduce -0.8% 1,572 $257K
Simon Quick Advisors, LLC 0.02% New 1,569 $256K
SlateStone Wealth, LLC 0.03% No change 1,570 $256K
Smithfield Trust Co 0.01% Add +8.1% 1,554 $256K
Paulson Wealth Management Inc. 0.08% Reduce -3.2% 1,564 $255K
Compass Wealth Management LLC 0.06% No change 1,561 $255K
Janiczek Wealth Management, LLC 0.05% Add +3.0% 1,560 $255K
Coastline Trust Co 0.03% Reduce -31.8% 1,559 $255K
L2 Asset Management, LLC 0.08% New 1,558 $254K
TrueWealth Advisors, LLC 0.10% New 1,556 $254K
Radnor Capital Management, LLC 0.04% No change 1,552 $254K
Financial Partners Group, LLC 0.10% Reduce -47.8% 1,548 $253K
Columbia Asset Management 0.05% No change 1,878 $250K
Loudon Investment Management, LLC 0.14% Reduce -6.2% 1,527 $249K
Old Port Advisors 0.08% New 1,518 $248K
Five Oceans Advisors 0.13% Add +0.2% 1,517 $248K
Secure Asset Management, LLC 0.06% Add +0.6% 1,516 $248K
West Family Investments, Inc. 0.08% New 1,515 $247K
MJP Associates Inc. 0.05% New 1,515 $247K
Financial Security Advisor, Inc. 0.09% Add +0.7% 1,515 $247K
LMG Wealth Partners, LLC 0.06% No change 1,511 $247K
Deseret Mutual Benefit Administrators 0.12% No change 1,506 $246K
Brooklyn Investment Group 0.11% No change 1,506 $246K
Regatta Capital Group, LLC 0.06% New 1,506 $246K
Threadgill Financial, LLC 0.11% New 1,502 $245K
Edge Wealth Management LLC 0.05% New 1,500 $245K
Bard Financial Services, Inc. 0.03% New 1,500 $245K
Staley Capital Advisers Inc. 0.01% New 1,500 $245K
Saturna Capital Corp. 0.00% New 1,500 $245K
Trust Co. of Oklahoma 0.09% Reduce -2.7% 1,497 $245K
Covenant Asset Management, LLC 0.06% New 1,493 $244K
Endowment Wealth Management, Inc. 0.18% Reduce -4.2% 1,490 $243K
Rehmann Capital Advisory Group 0.02% New 1,487 $243K
Cutter & CO Brokerage, Inc. 0.06% Reduce -37.2% 1,476 $241K
McAdam, LLC 0.02% New 1,475 $241K
Silvia McColl Wealth Management, LLC 0.21% New 1,457 $241K
Semper Augustus Investments 0.04% New 1,472 $240K
Westside Investment Management, Inc. 0.06% Reduce -6.4% 1,471 $240K
First National Corp. /Ma/ 0.06% No change 1,801 $240K
Traveka Wealth, LLC 0.11% New 1,468 $240K
HTLF Bank 0.03% New 1,466 $239K
HHM Wealth Advisors, LLC 0.04% No change 1,459 $238K
CMG Global Holdings, LLC 0.16% No change 1,459 $238K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -88.8% 1,459 $238K
Smith Anglin Financial, LLC 0.02% New 1,459 $238K
One Wealth Advisors, LLC 0.04% New 1,458 $238K
DRW Securities, LLC 0.01% Reduce -51.4% 1,457 $238K
Berkshire Asset Management LLC 0.01% New 1,448 $237K
LS Investment Advisors, LLC 0.04% New 1,445 $236K
Caldwell Sutter Capital, Inc. 0.11% Reduce -3.0% 1,440 $235K
Tritonpoint Wealth, LLC 0.02% Reduce -1.8% 1,761 $234K
Embree Financial Group 0.05% New 1,433 $234K
L. Roy Papp & Associates, LLP 0.03% New 1,433 $234K
Canvas Wealth Advisors, LLC 0.08% New 1,484 $233K
William Blair Investment Management, LLC 0.00% Reduce -24.8% 1,428 $233K
Novak & Powell Financial Services, Inc. 0.17% New 1,425 $233K
Birchcreek Wealth Management, LLC 0.12% New 1,425 $233K
Sfmg, LLC 0.02% New 1,421 $232K
Aldebaran Financial Inc. 0.33% Reduce -27.0% 1,420 $232K
Hutchinson Capital Management 0.05% New 1,420 $232K
Compagnie Lombard Odier SCmA 0.00% No change 1,413 $231K
Allstate Corp. 0.02% New 1,413 $231K
LPWM LLC 0.08% New 1,390 $230K
Chapin Davis, Inc. 0.08% Reduce -8.8% 1,405 $229K
Pittenger & Anderson Inc. 0.01% Add +33.4% 1,403 $229K
JB Capital LLC 0.02% New 1,402 $229K
Alta Advisers Ltd 0.11% No change 1,400 $229K
Hartline Investment Corp./ 0.04% New 1,391 $227K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -7.5% 1,391 $227K
Catalyst Financial Partners LLC 0.06% New 1,440 $226K
Lineweaver Wealth Advisors, LLC 0.05% New 1,384 $226K
Carson Advisory Inc. 0.16% New 1,384 $226K
Laidlaw Wealth Management LLC 0.13% Reduce -53.8% 1,378 $225K
First Business Financial Services, Inc. 0.02% Reduce -33.8% 1,378 $225K
Wetzel Investment Advisors, Inc. 0.13% Add +10.9% 1,462 $224K
Addison Advisors LLC 0.08% No change 1,368 $223K
World Equity Group, Inc. 0.05% New 1,368 $223K
Northwest Bancshares, Inc. 0.04% New 1,366 $223K
Burke & Herbert Bank & Trust Co. 0.17% Reduce -15.0% 1,363 $223K
Beach Investment Counsel Inc. 0.03% No change 1,660 $221K
Pointe Capital Management LLC 0.14% New 1,352 $221K
Newman Dignan & Sheerar, Inc. 0.06% New 1,352 $221K
Gratus Wealth Advisors, LLC 0.04% New 1,439 $221K
Hendershot Investments Inc. 0.03% New 1,350 $221K
Wealth Management Associates, Inc. 0.10% Add +0.2% 1,561 $220K
Vernal Point Advisors, LLC 0.19% New 1,349 $220K
Wealthstream Advisors, Inc. 0.08% Reduce -11.9% 1,338 $219K
Private Advisory Group LLC 0.03% New 1,335 $218K
Members Trust Co 0.01% New 1,332 $218K
Edmonds Duncan Registered Investment Advisors, LLC 0.05% New 1,330 $217K
Mma Asset Management LLC 0.10% Reduce -6.2% 1,476 $217K
Capula Management Ltd 0.01% New 1,326 $217K
WealthPLAN Partners, LLC 0.02% New 1,320 $216K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -22.8% 1,320 $216K
Elevatus Welath Management 0.08% New 1,318 $215K
MBA Advisors LLC 0.11% New 1,317 $215K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,353 $215K
Tanglewood Legacy Advisors, LLC 0.11% No change 1,312 $214K
Sanders Morris Harris LLC 0.04% New 1,312 $214K
Summit Financial Wealth Advisors, LLC 0.04% New 1,312 $214K
Cornerstone Advisory, LLC 0.03% New 1,308 $214K
Wendell David Associates Inc. 0.02% New 1,305 $213K
Aberdeen Wealth Management LLC 0.12% New 1,304 $213K
Cardiff Park Advisors, LLC 0.02% New 1,304 $213K
General Partner, Inc. 0.13% Add +75.8% 1,301 $213K
WCM Investment Management, LLC 0.00% New 1,301 $213K
TruWealth Advisors, LLC 0.01% New 1,299 $212K
Collaborative Wealth Managment Inc. 0.11% New 1,298 $212K
Carolinas Wealth Consulting LLC 0.04% Add +0.2% 1,298 $212K
Alpine Global Management, LLC 0.05% Reduce -22.2% 1,294 $211K
First City Capital Management, Inc. 0.12% New 1,288 $210K
Diligent Investors, LLC 0.05% New 1,281 $209K
Sigma Investment Counselors Inc. 0.01% New 1,280 $209K
Main Street Financial Solutions, LLC 0.02% New 1,279 $209K
Security National Bank 0.03% No change 1,278 $209K
Silver Oak Securities, Incorporated 0.03% New 1,277 $209K
Washington Trust Bank 0.02% Reduce -48.8% 1,275 $208K
Baker Avenue Asset Management, LP 0.01% Reduce -50.3% 1,275 $208K
Charter Research & Investment Group, Inc. 0.16% New 1,273 $208K
Larson Financial Group LLC 0.02% Add +33.3% 1,270 $207K
Cordgrass Capital Advisors, LLC 0.06% New 1,267 $207K
Dopkins Wealth Management, LLC 0.12% New 1,265 $207K
Axiom Financial Strategies, LLC 0.13% New 1,264 $206K
Marathon Capital Management 0.05% Reduce -91.5% 1,264 $206K
Hengehold Capital Management LLC 0.02% New 1,263 $206K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -20.2% 1,262 $206K
Dark Forest Capital Management LP 0.03% New 1,262 $206K
Jamison Private Wealth Management, Inc. 0.03% Add +1.2% 1,261 $206K
Capital Advisors, Ltd. LLC 0.03% Add +1.9% 1,264 $206K
Holderness Investments Co. 0.05% New 1,259 $206K
Mosaic Financial Group, LLC 0.16% — 1,254 $205K
Syntegra Private Wealth Group, LLC 0.03% New 1,254 $205K
Legacy Advisors, LLC 0.03% Reduce -29.5% 1,252 $205K
Occidental Asset Management, LLC 0.04% New 1,251 $204K
Josh Arnold Investment Consultant, LLC 0.21% New 1,250 $204K
Sittner & Nelson, LLC 0.10% No change 1,249 $204K
Pinnacle West Asset Management, Inc. 0.16% New 1,250 $204K
Tompkins Financial Corp. 0.02% Reduce -19.4% 1,244 $203K
Old North State Trust, LLC 0.17% — 1,244 $203K
Family Firm, Inc. 0.05% New 1,242 $203K
Tandem Investment Advisors, Inc. 0.01% New 1,237 $202K
Boston Financial Mangement LLC 0.01% New 1,233 $201K
Peoples Bank 0.16% Reduce -3.1% 1,229 $201K
Centennial Bank 0.10% No change 1,194 $195K
Highlander Capital Management, LLC 0.08% Reduce -23.6% 1,191 $195K
Gen-Wealth Partners Inc 0.10% — 1,182 $193K
Grove Bank & Trust 0.03% No change 1,176 $192K
Transamerica Financial Advisors, LLC 0.02% Reduce -4.7% 1,149 $188K
Riverview Trust Co 0.14% New 1,119 $183K
AdvisorNet Financial, Inc 0.02% Reduce -12.7% 1,113 $182K
McIlrath & Eck, LLC 0.03% Add +0.1% 1,097 $179K
Smartleaf Asset Management LLC 0.03% Reduce -52.5% 1,124 $179K
Register Financial Advisors LLC 0.09% New 1,079 $176K
PFG Private Wealth Management, LLC 0.11% Add +1.7% 1,067 $174K
Hantz Financial Services, Inc. 0.00% Add +1.1% 1,024 $167K
Mechanics Financial Corp 0.09% No change 1,000 $163K
Creative Financial Designs Inc. 0.02% Reduce -3.0% 999 $163K
City State Bank 0.07% Add +16.2% 977 $160K
Continuum Advisory, LLC 0.02% New 1,069 $158K
Global Trust Asset Management, LLC 0.06% No change 964 $157K
Mark Sheptoff Financial Planning, LLC 0.09% No change 960 $157K
Valley National Advisers Inc. 0.02% Reduce -2.3% 929 $151K
Broadwater Capital Management LLC 0.11% No change 900 $147K
Evermay Wealth Management LLC 0.02% Reduce -0.4% 900 $147K
CVA Family Office, LLC 0.03% Add +0.3% 887 $145K
First Horizon Advisors, Inc. 0.00% Reduce -9.9% 859 $140K
Garde Capital, Inc. 0.01% Reduce -30.9% 855 $139K
Gradient Investments LLC 0.00% Reduce -18.2% 849 $139K
Western Pacific Wealth Management, LP 0.10% New 845 $138K
Missouri Trust & Investment Co 0.05% No change 845 $138K
Armstrong Advisory Group, Inc. 0.01% No change 1,032 $137K
JNBA Financial Advisors 0.01% Reduce -34.9% 839 $137K
Optimum Investment Advisors 0.06% No change 838 $137K
MV Capital Management, Inc. 0.02% Add +9.6% 837 $137K
McClarren Financial Advisors, Inc. 0.10% Add +0.1% 825 $135K
Independence Bank of Kentucky 0.04% Add +0.6% 801 $131K
Oakworth Capital, Inc. 0.01% No change 796 $130K
Avion Wealth 0.03% Add +14.1% 792 $130K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.1% 773 $126K
JFS Wealth Advisors, LLC 0.01% Reduce -5.8% 773 $126K
Financial Management Professionals, Inc. 0.02% Reduce -39.4% 770 $126K
Versant Capital Management, Inc 0.04% No change 761 $124K
Kelly Lawrence W & Associates Inc. 0.03% New 753 $123K
Criterion Capital Advisors, LLC 0.08% Reduce -0.1% 735 $120K
Gleason Group, Inc. 0.03% Add +0.7% 734 $120K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 728 $119K
Motco 0.01% Reduce -12.9% 726 $119K
WR Wealth Planners, LLC 0.04% New 715 $117K
Godsey & Gibb, Inc. 0.01% Reduce -3.0% 700 $114K
RFP Financial Group LLC 0.04% Add +2.8% 697 $114K
State of Wyoming 0.02% Reduce -27.0% 686 $112K
Toth Financial Advisory Corp. 0.01% No change 682 $111K
Salomon & Ludwin, LLC 0.01% Add +9.3% 681 $111K
Piscataqua Savings Bank 0.10% Reduce -4.2% 681 $111K
Miller Wealth Advisors, LLC 0.07% Add +0.4% 680 $111K
American Capital Advisory, LLC 0.09% Add +1.3% 1,067 $108K
Plante Moran Financial Advisors, LLC 0.01% Reduce -3.8% 657 $107K
Duncker Streett & Co. Inc. 0.02% No change 656 $107K
Tyler-Stone Wealth Management 0.05% No change 632 $103K
Main Street Group, LTD 0.05% Add +199.5% 623 $102K
Cassady Schiller Wealth Management, LLC 0.05% Add +71.1% 621 $101K
Advantage Trust Co 0.07% Reduce -28.8% 618 $101K
Basso Capital Management, L.P. 0.09% No change 612 $100K
Virtus Investment Advisers, LLC 0.07% Reduce -9.6% 610 $100K
PFS Partners, LLC 0.07% Add +0.7% 606 $99K
Spotlight Asset Group, Inc. 0.07% No change 605 $99K
Arax Advisory Partners 0.01% No change 604 $99K
CarsonAllaria Wealth Management, Ltd. 0.06% Add +0.7% 588 $96K
Prestige Wealth Management Group LLC 0.02% Reduce -6.2% 576 $94K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 574 $94K
Foster Dykema Cabot & Partners, LLC 0.01% No change 573 $94K
Loomis Sayles & Co. L P 0.00% Add +1.3% 561 $92K
Partnership Wealth Management, LLC 0.06% No change 550 $90K
DecisionPoint Financial, LLC 0.04% Add +10.2% 593 $90K
Concord Wealth Partners 0.02% Reduce -22.4% 535 $87K
Lipe & Dalton 0.04% New 532 $87K
Tower View Wealth Management LLC 0.05% Add +0.6% 531 $87K
Archer Investment Corp 0.03% Add +1.0% 526 $86K
Kelly Financial Services LLC 0.03% Add +0.4% 522 $85K
Beacon Capital Management, LLC 0.02% Add +75.5% 509 $83K
Sound Income Strategies, LLC 0.01% Reduce -0.2% 505 $82K
Future Financial Wealth Managment LLC 0.06% New 500 $82K
Investment Research & Advisory Group, Inc. 0.04% New 500 $82K
Acima Private Wealth, LLC 0.03% No change 500 $82K
Core Wealth Advisors, Inc. 0.03% No change 500 $82K
Key Financial Inc 0.02% No change 495 $81K
Eagle Bay Advisors LLC 0.05% Reduce -3.5% 491 $80K
Pin Oak Investment Advisors Inc. 0.08% Reduce -27.5% 485 $79K
NFSG Corp 0.03% Reduce -50.2% 466 $76K
Dynamic Wealth Strategies, LLC 0.06% Reduce -79.4% 463 $76K
Legend Financial Advisors, Inc. 0.05% Reduce -25.0% 451 $74K
Lynwood Capital Management Inc. 0.44% New 450 $74K
Indiana Trust & Investment Management Co 0.03% New 445 $73K
Covestor Ltd 0.04% Reduce -64.5% 422 $69K
FinTrust Capital Advisors, LLC 0.01% Add +0.5% 391 $64K
Evolution Advisers, Inc. 0.04% No change 383 $63K
PrairieView Partners, LLC 0.01% No change 383 $63K
Tortoise Investment Management, LLC 0.01% Add +90.0% 382 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 360 $59K
EnRich Financial Partners LLC 0.02% New 360 $59K
Rational Advisors, Inc. 0.01% Reduce -23.0% 355 $58K
Norwood Financial Corp 0.08% No change 355 $58K
Rogco, LP 0.02% No change 350 $57K
Arlington Trust Co LLC 0.01% No change 348 $57K
First Personal Financial Services 0.01% No change 339 $55K
SRH Advisors, LLC 0.02% Add +13.0% 338 $55K
First Command Advisory Services, Inc. 0.00% Add +75.3% 333 $54K
Financial Gravity Asset Management, Inc. 0.01% Reduce -91.6% 400 $53K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 320 $52K
CBIZ Investment Advisory Services, LLC 0.00% New 320 $52K
New England Capital Financial Advisors LLC 0.03% Add +0.3% 316 $52K
Private Ocean, LLC 0.01% No change 315 $51K
Private Wealth Management Group, LLC 0.02% No change 305 $50K
Bell Investment Advisors, Inc 0.01% No change 302 $49K
Centerpoint Advisors, LLC 0.02% No change 300 $49K
Manchester Capital Management LLC 0.01% Reduce -18.0% 297 $48K
Pacifica Partners Inc. 0.02% No change 309 $48K
Capstone Investment Advisors, LLC 0.00% New 288 $47K
Bruce G. Allen Investments, LLC 0.04% Add +3.4% 277 $45K
West Branch Capital LLC 0.02% No change 275 $45K
Brown, Lisle/Cummings, Inc. 0.02% No change 275 $45K
Hoese & Co LLP 0.04% No change 302 $43K
SJS Investment Consulting Inc. 0.01% No change 263 $43K
Glen Eagle Advisors, LLC 0.01% Add +62.5% 260 $42K
CNB Bank 0.02% No change 257 $42K
Clearstead Trust, LLC 0.01% No change 250 $41K
Rise Advisors, LLC 0.02% New 248 $40K
Cornerstone Planning Group LLC 0.01% Add +3.0% 271 $39K
Impact Partnership Wealth, LLC 0.02% Reduce -97.1% 237 $39K
Core Alternative Capital 0.01% Reduce -78.9% 236 $39K
First United Bank & Trust 0.01% No change 235 $38K
TFC Financial Management, Inc. 0.01% Add +0.9% 232 $38K
Tsfg, LLC 0.01% No change 225 $37K
Webster Bank, N. A. 0.00% Add +29.3% 225 $37K
Altshuler Shaham Ltd 0.00% New 225 $37K
First PREMIER Bank 0.01% Add +23.3% 217 $36K
Morton Brown Family Wealth, LLC 0.01% Reduce -0.9% 216 $35K
Founders Capital Management 0.02% No change 215 $35K
Glass Jacobson Investment Advisors llc 0.01% No change 211 $35K
Signature Resources Capital Management, LLC 0.03% No change 250 $33K
Robinswood Financial LLC 0.01% No change 200 $33K
GoalVest Advisory LLC 0.01% No change 200 $33K
Hoey Investments, Inc. 0.01% No change 200 $33K
FSC Wealth Advisors, LLC 0.02% Reduce -61.9% 199 $33K
Coston, McIsaac & Partners 0.01% No change 200 $32K
BOK Financial Private Wealth, Inc. 0.00% Reduce -67.7% 193 $32K
Ruedi Wealth Management, Inc. 0.01% Add +102.1% 190 $31K
Silvant Capital Management LLC 0.00% No change 186 $30K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -2.7% 181 $30K
Global Assets Advisory, LLC 0.02% New 176 $29K
Operose Advisors LLC 0.01% No change 176 $29K
Arrow Financial Corp 0.00% No change 175 $29K
Redmont Wealth Advisors LLC 0.04% New 174 $28K
Fortitude Family Office, LLC 0.02% No change 174 $28K
Byrne Asset Management LLC 0.02% No change 173 $28K
Lagoda Investment Management, L.P. 0.02% No change 170 $28K
First Financial Corp. 0.01% Reduce -64.5% 169 $28K
SOA Wealth Advisors, LLC. 0.01% No change 164 $27K
Raleigh Capital Management Inc. 0.01% Reduce -26.1% 164 $27K
Legacy Bridge, LLC 0.02% No change 161 $26K
Atticus Wealth Management, LLC 0.01% No change 160 $26K
Keener Financial Planning LLC 0.02% New 159 $26K
GW&K Investment Management, LLC 0.00% Reduce -3.7% 157 $26K
Wolff Wiese Magana LLC 0.02% No change 159 $26K
Crewe Advisors LLC 0.00% New 152 $25K
Lummis Asset Management, LP 0.03% Reduce -95.0% 150 $25K
Horizon Bancorp Inc. 0.01% No change 144 $24K
Vermillion & White Wealth Management Group, LLC 0.02% No change 140 $23K
Clear Investment Research, LLC 0.03% Add +0.7% 138 $23K
MeadowBrook Investment Advisors LLC 0.02% No change 137 $22K
Stephens Consulting, LLC 0.01% No change 133 $22K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 125 $20K
Northwest Bank & Trust Co 0.02% No change 138 $20K
Burkett Financial Services, LLC 0.01% Add +0.8% 119 $19K
Truvestments Capital LLC 0.01% No change 118 $19K
Richardson Capital Management LLC 0.02% New 115 $19K
First Community Trust NA 0.02% No change 111 $18K
Roble, Belko & Company, Inc 0.00% Reduce -32.1% 110 $18K
LGT Financial Advisors LLC 0.02% No change 104 $17K
Bfsg, LLC 0.00% Reduce -82.9% 103 $17K
LifeSteps Financial, Inc. 0.01% New 100 $16K
Voisard Asset Management Group, Inc. 0.01% No change 100 $16K
Valley Wealth Managers, Inc. 0.00% Reduce -42.9% 100 $16K
Barrett & Company, Inc. 0.01% No change 99 $16K
Abound Wealth Management 0.01% Add +4.3% 96 $16K
PSI Advisors, LLC 0.01% Reduce -27.7% 94 $15K
Valued Wealth Advisors LLC 0.01% Add +86.0% 93 $15K
Central Pacific Bank - Trust Division 0.00% — 89 $15K
LRI Investments, LLC 0.00% — 86 $14K
Pineridge Advisors LLC 0.00% Reduce -32.5% 85 $14K
IAG Wealth Partners, LLC 0.00% New 85 $14K
Marquette Asset Management, LLC 0.00% New 84 $14K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.05% — 80 $13K
Spectrum Wealth Counsel, LLC 0.00% No change 75 $12K
Raffa Wealth Management, LLC 0.00% Reduce -22.9% 74 $12K
HighMark Wealth Management LLC 0.01% Add +1.4% 73 $12K
Country Trust Bank 0.00% Add +252.6% 67 $11K
Bogart Wealth, LLC 0.00% No change 65 $11K
Atwood & Palmer Inc. 0.00% Add +6300.0% 64 $10K
Financial Perspectives, Inc 0.00% No change 63 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 60 $10K
Sachetta, LLC 0.00% No change 70 $9K
Center for Financial Planning, Inc. 0.00% Add +714.3% 57 $9K
Red Tortoise LLC 0.01% No change 56 $9K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -85.5% 55 $9K
Clean Yield Group 0.00% Reduce -33.7% 55 $9K
Financial Freedom, LLC 0.00% No change 50 $8K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +56.7% 47 $8K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 44 $7K
RE Dickinson Investment Advisors, LLC 0.00% No change 43 $7K
Planning Capital Management Corp 0.01% Add +27.3% 42 $7K
Maryland Capital Advisors Inc. 0.00% Reduce -8.7% 42 $7K
Cedar Mountain Advisors, LLC 0.00% No change 42 $7K
Horrell Capital Management, Inc. 0.00% No change 34 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.9% 35 $6K
Credential Qtrade Securities Inc. 0.00% No change 32 $5K
Tidemark, LLC 0.00% No change 31 $5K
Cetera Trust Company, N.A 0.00% No change 30 $5K
Highline Wealth Partners LLC 0.00% No change 30 $5K
Abich Financial Wealth Management LLC 0.00% Reduce -96.2% 29 $5K
CGC Financial Services, LLC 0.00% No change 28 $5K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -29.7% 26 $4K
FSA Wealth Management LLC 0.00% No change 25 $4K
Trivant Custom Portfolio Group, LLC 0.00% No change 25 $4K
Delta Asset Management LLC 0.00% No change 25 $4K
Psagot Value Holdings Ltd. / (Israel) 0.04% No change 27 $4K
WealthCollab, LLC 0.00% Reduce -45.5% 24 $4K
Macroview Investment Management LLC 0.00% No change 21 $3K
Castleview Partners, LLC 0.00% Add +42.9% 20 $3K
Iron Horse Wealth Management, LLC 0.00% No change 20 $3K
True Wealth Design, LLC 0.00% Add +100.0% 18 $3K
Westend Capital Management, LLC 0.00% — 18 $3K
Heritage Wealth Advisors 0.00% No change 16 $3K
Stone House Investment Management, LLC 0.00% No change 16 $3K
Dunhill Financial, LLC 0.00% Reduce -54.5% 15 $2K
VitalStone Financial, LLC 0.00% No change 10 $2K
Frank, Rimerman Advisors LLC 0.00% No change 11 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
Fairman Group, LLC 0.00% No change 8 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 8 $1K
Tucker Asset Management LLC 0.00% No change 7 $1K
TFO Wealth Partners, LLC 0.00% No change 7 $1K
ClariVest Asset Management LLC 0.00% No change 6 $954
Rakuten Securities, Inc. 0.00% No change 4 $653
St. Johns Investment Management Company, LLC 0.00% No change 1 $163

"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.