Phillips 66PSX

13F holders, Q2 2024 (June 30)
1,784holders −92
86new positions
175sold out
12famous investors
$141.09avg. 13F price*

At the end of Q2 2024, 1,784 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 92 from Q1 2024. 86 opened new positions and 175 sold out. The largest holders were Vanguard Group Inc. ($5.8B), BlackRock Inc. ($4.4B) and State Street Corp. ($4.0B). 12 famous investors held it, including Bill Nygren (2.0% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.1% of Elliott Investment Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions86$194.2M
Exits175$246.2M

All 13F filers, Q1 2024 → Q2 2024: 13,500,615 shares bought and 20,615,757 shares sold, net −7,115,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,784 holders

Vanguard Group Inc. 0.11% Reduce -0.7% 40,978,037 $5.8B
BlackRock Inc. 0.10% Reduce -9.6% 30,841,697 $4.4B
State Street Corp. 0.18% Add +2.8% 28,676,548 $4.0B
Wells Fargo & Company 0.61% Reduce -1.0% 16,620,512 $2.3B
Wellington Management Group LLP 0.32% Reduce -9.5% 12,797,952 $1.8B
Geode Capital Management, LLC 0.10% Reduce -15.2% 8,479,098 $1.2B
Harris Associates (Oakmark Funds) 2.02% Add +12.1% 8,446,771 $1.2B
Bank of New York Mellon Corp 0.23% Add +5.0% 8,422,720 $1.2B
Barclays PLC 0.50% Add +8.4% 7,751,489 $1.1B
Morgan Stanley 0.07% Reduce -0.6% 6,753,728 $953.4M
FMR LLC 0.05% Reduce -2.9% 5,610,658 $792.1M
Bank of America Corp. 0.07% Reduce -5.9% 4,982,223 $703.3M
Boston Partners 0.85% Reduce -10.9% 4,859,778 $685.7M
Invesco Ltd. 0.13% Add +3.8% 4,463,443 $630.1M
Northern Trust Corp. 0.10% Reduce -2.0% 4,287,682 $605.3M
JPMorgan Chase & Co. 0.05% Add +2.3% 4,180,705 $590.2M
Norges Bank 0.09% Reduce -1.1% 4,163,694 $587.8M
UBS Group AG 0.16% Reduce -2.2% 3,684,804 $520.2M
Dimensional Fund Advisors LP 0.13% Add +3.1% 3,643,264 $514.3M
Charles Schwab Investment Management Inc. 0.08% Reduce -0.8% 2,884,946 $407.3M
Barrow Hanley Mewhinney & Strauss LLC 1.36% Add +2.9% 2,813,579 $397.2M
Goldman Sachs Group Inc. 0.08% Add +0.1% 2,774,139 $391.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +30.0% 2,640,137 $372.7M
Legal & General Group Plc 0.10% Reduce -10.2% 2,611,005 $368.6M
Nomura Holdings Inc. 2.29% Add +8004.9% 2,518,511 $355.5M
Amundi 0.12% Reduce -1.0% 2,223,554 $312.1M
LSV Asset Management 0.59% Reduce -2.3% 1,908,306 $269.4M
Envestnet Asset Management Inc. 0.09% Reduce -7.1% 1,856,658 $262.1M
Bahl & Gaynor LLC 1.30% Reduce -1.0% 1,643,160 $232.0M
T. Rowe Price Associates Inc. 0.03% Reduce -46.4% 1,534,776 $216.7M
Allianz Asset Management GmbH 0.34% Reduce -13.6% 1,507,667 $212.8M
HSBC Holdings PLC 0.13% Add +14.7% 1,388,407 $196.0M
Nuveen Asset Management, LLC 0.05% Reduce -7.9% 1,321,016 $186.5M
Arrowstreet Capital, Limited Partnership 0.16% Reduce -42.3% 1,299,077 $183.4M
Swiss National Bank 0.12% Reduce -3.9% 1,266,750 $178.8M
Alliancebernstein L.P. 0.06% Reduce -13.5% 1,153,642 $162.9M
Massachusetts Financial Services Co. 0.05% Reduce -0.4% 1,146,477 $161.8M
Royal Bank of Canada 0.04% Add +1.6% 1,143,680 $161.5M
Public Employees Retirement Association of Colorado 0.62% Add +11.2% 1,047,699 $147.9M
Bank of Montreal 0.04% Add +3.1% 999,906 $140.3M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -15.7% 993,450 $140.2M
National Pension Service 0.15% Add +1.0% 938,385 $132.5M
Deutsche Bank AG 0.06% Reduce -13.4% 923,531 $130.4M
Corient Private Wealth LP 0.21% Add +7.4% 872,148 $123.1M
Prudential Financial Inc. 0.18% Reduce -28.1% 848,213 $119.7M
Mariner, LLC 0.23% Add +5.8% 838,234 $118.3M
PNC Financial Services Group, Inc. 0.08% Reduce -0.9% 810,263 $114.4M
Rhumbline Advisers 0.11% Reduce -7.9% 809,792 $114.3M
California Public Employees Retirement System 0.08% Reduce -4.7% 802,533 $113.3M
Elliott Investment Management 1.09% No change 775,000 $109.4M
California State Teachers Retirement System 0.13% Add +6.9% 760,487 $107.4M
Blackstone Inc. 0.46% Add +178.2% 726,665 $102.6M
Raymond James & Associates 0.07% Reduce -5.3% 722,304 $102.0M
Raymond James Financial Services Advisors, Inc. 0.14% Add +0.5% 705,226 $99.6M
LPL Financial LLC 0.05% Add +2.6% 664,044 $93.7M
Fayez Sarofim & Co 0.24% Add +1.0% 638,243 $90.1M
Ameriprise Financial Inc. 0.02% Reduce -4.9% 623,274 $88.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +11.0% 577,962 $81.6M
Truist Financial Corp. 0.12% Reduce -4.6% 543,558 $76.7M
Jacobs Levy Equity Management, Inc. 0.32% Add +25.6% 542,773 $76.6M
M&T Bank Corp 0.26% Add +3.3% 540,801 $76.3M
ING Groep NV 0.44% Add +684.8% 529,948 $74.8M
Principal Financial Group Inc. 0.04% Reduce -9.0% 516,598 $72.9M
New York State Common Retirement Fund 0.09% Add +93.1% 505,877 $71.4M
Stonegate Investment Group, LLC 2.05% Add +1.4% 501,893 $70.9M
Victory Capital Management Inc. 0.07% Reduce -3.7% 490,148 $69.2M
Jane Street Group, LLC 0.07% Add +104.9% 488,233 $68.9M
Aberdeen Group plc 0.13% Reduce -16.5% 487,004 $68.8M
State Board of Administration of Florida Retirement System 0.13% Reduce -19.2% 449,890 $63.5M
Focus Partners Wealth 0.21% Add +392.0% 447,004 $62.9M
Canada Pension Plan Investment Board 0.06% Add +574.0% 443,044 $62.5M
Millennium Management 0.05% Add +138.4% 440,804 $62.2M
BNP Paribas Financial Markets 0.07% Reduce -24.6% 423,305 $59.8M
Assenagon Asset Management S.A. 0.15% Add +273.6% 423,049 $59.7M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +243.9% 423,000 $59.7M
Stifel Financial Corp. 0.07% Reduce -1.1% 422,165 $59.6M
Franklin Resources Inc. 0.02% Reduce -29.4% 398,056 $56.2M
Citigroup Inc. 0.05% Add +16.4% 378,868 $53.5M
Russell Investments Group, Ltd. 0.09% Reduce -8.0% 378,589 $53.4M
New York State Teachers Retirement System 0.11% Reduce -7.5% 376,623 $53.2M
Korea Investment CORP 0.13% Reduce -6.7% 372,787 $52.6M
AQR Capital Management 0.08% Add +6.4% 372,992 $52.1M
Neuberger Berman Group LLC 0.04% Add +9.9% 368,246 $52.0M
Adage Capital Partners Gp, L.L.C. 0.09% Add +10.8% 356,701 $50.4M
Fort Washington Investment Advisors Inc. 0.33% Reduce -1.7% 356,570 $50.3M
Davis R M Inc. 1.02% Reduce -1.1% 355,563 $50.2M
RNC Capital Management LLC 2.74% Add +4.3% 350,198 $49.4M
National Bank of Canada 0.08% Add +21.3% 346,984 $48.9M
Recurrent Investment Advisors LLC 4.94% Add +8.9% 332,590 $47.0M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.3% 323,107 $45.6M
Great Lakes Advisors, LLC 0.40% Reduce -2.1% 317,267 $44.8M
Brandywine Global Investment Management, LLC 0.33% Add +14.3% 313,520 $44.3M
Cookson Peirce & Co. Inc. 2.13% Add +10.9% 312,877 $44.2M
SIR Capital Management, L.P. 4.38% New 311,700 $44.0M
Natixis Advisors, LLC 0.10% Add +1.0% 310,062 $43.8M
American Century Companies Inc. 0.03% Add +3.9% 309,478 $43.7M
Commonwealth Equity Services, LLC 0.07% Add +1.4% 301,939 $42.6M
Miller Howard Investments Inc. 1.40% Reduce -2.4% 299,768 $42.3M
Todd Asset Management LLC 0.86% Reduce -0.5% 292,458 $41.3M
Aviva PLC 0.12% Add +14.9% 288,245 $40.7M
Old Republic International Corp. 1.61% No change 280,600 $39.6M
First Trust Advisors LP 0.04% Reduce -61.2% 278,837 $39.4M
Kayne Anderson Capital Advisors LP 0.99% Add +2.1% 260,325 $36.8M
Teachers Retirement System of the State of Kentucky 0.33% Reduce -1.5% 259,268 $36.6M
State of Wisconsin Investment Board 0.10% Reduce -12.1% 257,804 $36.4M
US Bancorp \de 0.05% Reduce -1.3% 257,115 $36.3M
CANADA LIFE ASSURANCE Co 0.07% Add +5.5% 252,370 $35.7M
Baird Financial Group, Inc. 0.07% Add +16.0% 245,363 $34.6M
ZWJ Investment Counsel Inc. 1.51% Add +0.6% 242,895 $34.3M
Voya Investment Management LLC 0.04% Reduce -2.7% 239,344 $33.8M
HighTower Advisors, LLC 0.05% Reduce -6.7% 238,904 $33.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.65% Add +17.9% 236,060 $33.3M
MML Investors Services, LLC 0.13% Reduce -19.3% 235,219 $33.2M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.6% 234,288 $33.1M
Advisory Resource Group 7.38% Reduce -0.5% 231,597 $32.7M
Pictet Asset Management Holding SA 0.04% Reduce -3.9% 228,644 $32.3M
Ofi Invest Asset Management 0.85% Reduce -11.9% 242,515 $31.9M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -17.0% 226,088 $31.9M
Stack Financial Management, Inc 2.95% Reduce -0.1% 225,611 $31.8M
Creative Planning 0.03% Reduce -6.5% 219,036 $30.9M
Janney Montgomery Scott LLC 0.09% Reduce -8.1% 217,210 $30.7M
GW Henssler & Associates Ltd. 1.80% Reduce -4.2% 212,031 $29.9M
Toronto Dominion Bank 0.05% Reduce -14.9% 209,101 $29.5M
Public Employees Retirement System of Ohio 0.11% Add +12.6% 202,301 $28.6M
Schroder Investment Management Group 0.03% Reduce -12.4% 201,219 $28.4M
Blair William & Co. 0.08% Add +4.0% 194,582 $27.5M
DekaBank Deutsche Girozentrale 0.05% Reduce -3.6% 196,367 $27.4M
Hikari Power Ltd 2.43% No change 190,330 $26.9M
Nisa Investment Advisors, LLC 0.17% Reduce -8.6% 190,198 $26.9M
Treasurer of the State of North Carolina 0.11% Reduce -6.2% 184,454 $26.0M
State of Tennessee, Department of Treasury 0.09% Reduce -12.8% 182,601 $25.8M
Gratus Capital, LLC 1.03% Add +2.5% 181,408 $25.6M
Van Lanschot Kempen Investment Management N.V. 0.28% Reduce -13.6% 177,257 $25.0M
Royal London Asset Management Ltd. 0.06% Reduce -25.1% 176,489 $24.9M
Hyman Charles D 1.33% Reduce -0.3% 169,271 $23.9M
Empowered Funds, LLC 0.41% Reduce -18.9% 166,651 $23.5M
Comerica Bank 0.10% Add +5.3% 165,103 $23.3M
HRT Financial LP 0.13% Reduce -58.3% 164,160 $23.2M
Qube Research & Technologies Ltd 0.04% New 164,116 $23.2M
Glenmede Trust Co. NA 0.12% Reduce -2.5% 161,662 $22.8M
TCTC Holdings, LLC 0.77% Reduce -2.4% 158,468 $22.4M
State of New Jersey Common Pension Fund D 0.10% Reduce -38.0% 158,302 $22.3M
Asset Management One Co., Ltd. 0.09% Reduce -5.0% 158,280 $22.3M
Keybank National Association 0.09% Reduce -0.1% 155,918 $22.0M
Adams Natural Resources Fund, Inc. 3.18% No change 154,475 $21.8M
Rafferty Asset Management, LLC 0.08% Add +11.3% 152,048 $21.5M
TD Asset Management Inc 0.02% Reduce -4.4% 151,266 $21.4M
Pinebridge Investments, L.P. 0.17% Reduce -10.2% 150,536 $21.3M
Border to Coast Pensions Partnership Ltd 0.50% Reduce -3.4% 149,162 $21.1M
Voloridge Investment Management, LLC 0.08% New 146,525 $20.7M
Intech Investment Management LLC 0.26% Add +40.9% 146,221 $20.6M
Chickasaw Capital Management LLC 0.91% Reduce -2.2% 145,341 $20.5M
Susquehanna International Group, LLP 0.04% Reduce -47.6% 145,149 $20.5M
Resona Asset Management Co.,Ltd. 0.12% Reduce -8.0% 144,835 $20.4M
Gabelli Funds LLC 0.16% Add +43.3% 144,200 $20.4M
Rockefeller Capital Management L.P. 0.06% Add +2.0% 141,828 $20.0M
Dakota Wealth Management 0.46% Add +3.2% 138,028 $19.5M
AMF Tjanstepension AB 0.14% Reduce -6.1% 136,865 $19.3M
F&V Capital Management, LLC 5.51% Add +5.1% 133,960 $18.9M
Cetera Investment Advisers 0.04% Reduce -6.2% 133,650 $18.9M
Captrust Financial Advisors 0.06% Add +4.7% 133,406 $18.8M
Annex Advisory Services, LLC 0.66% Add +9.5% 133,188 $18.8M
Wallington Asset Management, LLC 2.81% Add +1.7% 130,399 $18.4M
Ensign Peak Advisors, Inc 0.03% Add +1.8% 129,790 $18.3M
Nomura Asset Management Co. Ltd. 0.06% Add +1.7% 127,994 $18.1M
American Assets Investment Management, LLC 1.69% No change 127,800 $18.0M
Varma Mutual Pension Insurance Co 0.14% Add +1.8% 127,600 $18.0M
Manning & Napier Advisors LLC 0.20% — 125,165 $17.7M
Arizona State Retirement System 0.12% Reduce -1.8% 124,029 $17.5M
Hikari Tsushin, Inc. 1.35% No change 123,691 $17.5M
Osaic Holdings, Inc. 0.04% Reduce -7.7% 119,338 $16.9M
Sanctuary Advisors, LLC 0.12% — 110,131 $16.7M
Torray Investment Partners LLC 2.48% Add +2.4% 117,825 $16.6M
STRS Ohio 0.06% Reduce -47.1% 116,348 $16.4M
State of Michigan Retirement System 0.08% Reduce -1.4% 116,112 $16.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -6.9% 113,874 $16.1M
Associated Banc-Corp 0.50% Add +0.9% 113,196 $16.0M
Payden & Rygel Investment Group 1.29% Add +51.8% 113,100 $16.0M
Payden & Rygel 1.29% Add +51.8% 113,100 $16.0M
MetLife Investment Management, LLC 0.09% Add +12.1% 113,075 $16.0M
Mercer Global Advisors Inc. 0.04% Add +2.4% 112,280 $15.9M
Sei Investments Co. 0.02% Reduce -4.3% 109,875 $15.5M
HUB Investment Partners, LLC 0.75% Reduce -1.2% 109,777 $15.5M
Schwerin Boyle Capital Management Inc. 1.62% No change 109,235 $15.4M
Raymond James Trust N.A. 0.36% Reduce -2.2% 109,057 $15.4M
Steward Partners Investment Advisory, LLC 0.16% Reduce -0.5% 108,481 $15.3M
Richard C. Young & CO., LTD. 1.86% Add +1.8% 108,438 $15.3M
NewEdge Advisors, LLC 0.11% Add +26.4% 107,264 $15.1M
Lawson Kroeker Investment Management Inc. 2.90% Reduce -1.1% 106,348 $15.0M
Thomist Capital Management, LP 5.41% New 107,400 $15.0M
Foundry Partners, LLC 0.80% Reduce -0.8% 105,633 $14.9M
Corebridge Financial, Inc. 0.08% — 105,064 $14.8M
Bollard Group LLC 0.41% Add +5.1% 102,859 $14.5M
Squarepoint Ops LLC 0.05% Add +754.1% 99,596 $14.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +17.0% 97,392 $13.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -7.2% 96,942 $13.7M
Hi-Line Capital Management, LLC 5.75% Reduce -4.9% 96,917 $13.7M
Spirit of America Management Corp. 2.73% Reduce -14.3% 95,336 $13.5M
Credit Agricole S A 0.08% Add +52.8% 94,835 $13.4M
Oppenheimer Asset Management Inc. 0.17% Add +20.5% 94,182 $13.3M
Retirement Systems of Alabama 0.05% Reduce -1.5% 93,518 $13.2M
Adell Harriman & Carpenter Inc. 1.02% Add +3.4% 93,428 $13.2M
Kestra Private Wealth Services, LLC 0.26% Reduce -2.0% 93,376 $13.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -1.4% 93,121 $13.1M
CCM Investment Advisers LLC 1.51% Add +11.6% 90,725 $12.8M
Illinois Municipal Retirement Fund 0.19% Reduce -15.8% 90,695 $12.8M
Thrivent Financial for Lutherans 0.03% Reduce -4.9% 90,173 $12.7M
Mattern Capital Management, LLC 1.74% Reduce -1.1% 89,244 $12.6M
Macquarie Group Ltd. 0.01% Add +1.7% 88,662 $12.5M
Skba Capital Management LLC 2.00% Reduce -1.8% 88,385 $12.5M
IFM Investors Pty Ltd 0.13% Reduce -1.4% 87,664 $12.4M
Kestra Advisory Services, LLC 0.07% Add +26.7% 90,647 $12.3M
Amalgamated Bank 0.10% Reduce -4.6% 85,916 $12.1M
Cibc World Markets Corp. 0.08% Reduce -10.7% 85,622 $12.1M
Navellier & Associates Inc. 1.41% Add +2.8% 85,267 $12.0M
Federated Hermes, Inc. 0.03% Add +62.0% 85,219 $12.0M
ProShare Advisors LLC 0.03% Add +15.6% 84,461 $11.9M
QRG Capital Management, Inc. 0.14% Add +54.3% 83,805 $11.8M
Heritage Investors Management Corp. 0.41% Reduce -0.8% 82,456 $11.6M
Eldred Rock Partners, LLC 4.85% Add +4.2% 82,256 $11.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +55.5% 81,954 $11.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +4.3% 81,719 $11.5M
Czech National Bank 0.13% Add +6.8% 80,789 $11.4M
Guggenheim Capital LLC 0.08% Reduce -6.0% 80,773 $11.4M
Cambria Investment Management, L.P. 0.69% Add +2.4% 79,936 $11.3M
Advisors Asset Management, Inc. 0.22% Reduce -12.6% 79,353 $11.2M
Bryn Mawr Trust Advisors, LLC 0.61% Reduce -0.2% 78,804 $11.1M
Avantax Advisory Services, Inc. 0.08% Add +77.1% 78,681 $11.1M
Nkcfo LLC 5.97% No change 77,500 $10.9M
Martingale Asset Management L P 0.24% Reduce -30.3% 77,054 $10.9M
Advisory Services Network, LLC 0.22% Reduce -1.1% 76,362 $10.8M
Marco Investment Management LLC 0.99% Add +1.3% 76,120 $10.7M
D.A. Davidson & Co. 0.09% Add +4.8% 75,336 $10.6M
Pacific Heights Asset Management LLC 0.83% No change 75,000 $10.6M
State of Alaska, Department of Revenue 0.12% Add +1.3% 74,568 $10.5M
Daymark Wealth Partners, LLC 0.48% Add +1.1% 74,418 $10.5M
Public Sector Pension Investment Board 0.07% Add +3.2% 73,788 $10.4M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -9.2% 73,716 $10.4M
Venture Visionary Partners LLC 0.48% Add +4.3% 73,072 $10.3M
Simmons Bank 0.78% Reduce -0.7% 73,053 $10.3M
Calamos Advisors LLC 0.07% Reduce -3.5% 72,889 $10.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +22.8% 72,226 $10.2M
Bank of Nova Scotia 0.02% Add +18.6% 71,775 $10.1M
Fort Point Capital Partners LLC 1.30% Reduce -0.0% 71,609 $10.1M
Tortoise Capital Advisors, L.L.C. 0.13% No change 71,283 $10.1M
Crossmark Global Holdings, Inc. 0.19% Reduce -15.0% 70,540 $10.0M
Utah Retirement Systems 0.12% Reduce -8.4% 69,867 $9.9M
&partners 0.42% Add +1343.7% 68,473 $9.6M
CIBC Asset Management Inc 0.03% Reduce -7.9% 67,687 $9.6M
Alaska Permanent Fund Corp 0.14% Reduce -15.9% 65,636 $9.5M
Osborne Partners Capital Management, LLC 0.56% Reduce -2.3% 65,991 $9.3M
O'shaughnessy Asset Management, LLC 0.10% Reduce -7.2% 65,963 $9.3M
Foundation Resource Management Inc. 1.48% Reduce -0.8% 65,662 $9.3M
RPG Investment Advisory, LLC 1.36% Add +0.7% 65,379 $9.2M
Verity & Verity, LLC 1.00% Add +3.2% 65,125 $9.2M
Morgan Dempsey Capital Management LLC 3.06% Reduce -19.7% 64,997 $9.2M
Wilmington Savings Fund Society, FSB 0.35% No change 64,977 $9.2M
Cypress Capital Group 1.09% Reduce -0.3% 64,703 $9.1M
Pathstone Holdings, LLC 0.04% Add +18.2% 63,212 $8.9M
Yousif Capital Management, LLC 0.10% Reduce -3.9% 62,869 $8.9M
First American Trust, FSB 0.88% Add +4.9% 62,491 $8.8M
CIBC Private Wealth Group LLC 0.02% Reduce -1.0% 64,553 $8.8M
CW Advisors, LLC 0.14% Reduce -7.7% 61,650 $8.7M
DT Investment Partners, LLC 0.76% No change 60,904 $8.6M
Visionary Wealth Advisors 0.56% Add +2.7% 60,857 $8.6M
Cerity Partners LLC 0.02% Reduce -17.4% 60,575 $8.6M
SteelPeak Wealth, LLC 0.40% Add +1744.7% 59,510 $8.4M
Xponance LLC 0.08% Reduce -4.0% 58,652 $8.3M
New York Life Investment Management LLC 0.08% Reduce -0.8% 58,346 $8.2M
Leavell Investment Management, Inc. 0.45% Add +5.7% 57,715 $8.1M
Brown Advisory Inc. 0.01% Add +3.0% 57,623 $8.1M
AMJ Financial Wealth Management 2.51% Reduce -0.3% 57,176 $8.1M
AXA S.A. 0.02% Reduce -25.6% 56,263 $7.9M
Advisors Capital Management, LLC 0.14% Add +1.1% 56,149 $7.9M
Cresset Asset Management, LLC 0.03% Add +17.6% 55,893 $7.9M
Daiwa Securities Group Inc. 0.04% Add +5.1% 55,025 $7.8M
Commerce Bank 0.05% Reduce -1.3% 54,679 $7.7M
FIL Ltd 0.01% Add +15.4% 54,403 $7.7M
Brick & Kyle, Associates 3.17% Add +3.0% 54,160 $7.6M
Mutual of America Capital Management LLC 0.08% Reduce -5.2% 53,465 $7.5M
Kornitzer Capital Management Inc. 0.14% Reduce -0.8% 52,025 $7.3M
Alley Investment Management Company, LLC 1.00% Reduce -14.9% 51,995 $7.3M
First Fiduciary Investment Counsel, Inc. 1.58% Add +3.0% 51,738 $7.3M
Disciplined Investments, LLC 3.88% Reduce 0.0% 51,678 $7.3M
Nissay Asset Management Corp. /Japan 0.05% Reduce -0.2% 51,564 $7.3M
Wealthfront Advisers LLC 0.02% Add +7.7% 51,018 $7.2M
Park Avenue Securities LLC 0.09% Reduce -4.8% 50,725 $7.2M
Wesbanco Bank Inc. 0.27% Reduce -1.7% 50,664 $7.2M
Aventail Capital Group, LP 0.49% New 50,000 $7.1M
RBF Capital, LLC 0.41% No change 50,000 $7.1M
NewSquare Capital LLC 0.60% Add +5.7% 50,434 $7.0M
Salem Investment Counselors Inc. 0.23% Reduce -0.8% 49,747 $7.0M
Janus Henderson Group PLC 0.00% Reduce -22.8% 49,650 $7.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 48,860 $6.9M
Beacon Pointe Advisors, LLC 0.08% Reduce -6.9% 48,561 $6.9M
Buck Wealth Strategies, LLC 2.02% New 48,363 $6.8M
Scissortail Wealth Management, LLC 1.74% Add +1.1% 48,363 $6.8M
Man Group plc 0.02% Reduce -30.2% 48,080 $6.8M
Rodgers Brothers Inc. 0.92% Add +0.1% 48,013 $6.8M
Kesler, Norman & Wride, LLC 1.43% Reduce -3.9% 47,707 $6.7M
FourThought Financial Partners, LLC 0.86% Add +0.6% 47,565 $6.7M
Telos Capital Management, Inc. 0.74% Add +10.2% 47,446 $6.7M
Buckingham Capital Management, Inc. 0.79% Reduce -5.2% 46,924 $6.6M
Railway Pension Investments Ltd 0.08% Reduce -26.4% 46,400 $6.6M
Mirador Capital Partners LP 1.23% Add +2.7% 46,224 $6.5M
Royal Fund Management, LLC 0.87% Reduce -15.4% 45,564 $6.5M
Stolper Co 2.27% Add +1.7% 45,584 $6.4M
Atlantic Union Bankshares Corp 0.39% Reduce -1.8% 44,605 $6.3M
Wolverine Trading, LLC 0.10% Add +31.1% 44,447 $6.3M
Sierra Summit Advisors LLC 1.55% New 44,356 $6.3M
Lido Advisors, LLC 0.05% Add +188.5% 44,092 $6.2M
Gotham Asset Management 0.08% Add +4.4% 44,049 $6.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.6% 43,842 $6.2M
SG Americas Securities, LLC 0.04% Reduce -69.8% 43,743 $6.2M
Tower Research Capital LLC (TRC) 0.10% Add +372.6% 43,605 $6.2M
Colonial Trust Advisors 0.58% Add +0.3% 43,137 $6.1M
Private Advisor Group, LLC 0.04% Reduce -5.2% 43,019 $6.1M
Arkadios Wealth Advisors 0.41% Reduce -1.8% 42,583 $6.0M
King Luther Capital Management Corp. 0.03% Reduce -3.1% 42,349 $6.0M
Stablepoint Partners, LLC 1.16% Reduce -13.2% 42,549 $6.0M
Oppenheimer & Co. Inc. 0.09% Reduce -19.2% 42,063 $5.9M
Jefferies Financial Group Inc. 0.13% Add +455.2% 41,975 $5.9M
Nations Financial Group Inc, /Ia/ 0.48% Add +5.1% 41,951 $5.9M
Texas Yale Capital Corp. 0.28% No change 41,613 $5.9M
Fiera Capital Corp 0.02% New 41,530 $5.9M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +9.4% 41,368 $5.8M
Ancora Advisors LLC 0.14% Reduce -1.8% 40,843 $5.8M
Cary Street Partners Investment Advisory LLC 0.23% Reduce -10.0% 40,671 $5.7M
Hamilton Capital Partners Inc. 0.61% Add +4.9% 40,552 $5.7M
Montgomery Investment Management Inc. 2.26% No change 40,535 $5.7M
Cozad Asset Management Inc. 0.57% Add +38.0% 40,382 $5.7M
Kingsview Wealth Management, LLC 0.13% Reduce -30.6% 40,299 $5.7M
Quotient Wealth Partners, LLC 0.20% Add +12.5% 40,010 $5.6M
UMB Bank, n.a. 0.09% Reduce -1.9% 39,931 $5.6M
Meyer Handelman Co. 0.20% Reduce -0.3% 39,772 $5.6M
Sovereign Investment Advisors, LLC 2.09% No change 42,129 $5.6M
Huntington National Bank 0.06% Add +0.2% 39,686 $5.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.0% 39,449 $5.6M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -27.0% 39,440 $5.6M
Berger Financial Group, Inc 0.44% Reduce -0.7% 39,009 $5.5M
Coldstream Capital Management Inc. 0.13% Reduce -1.9% 38,883 $5.5M
USS Investment Management Ltd 0.04% No change 38,600 $5.5M
Beacon Financial Group 0.62% Reduce -4.8% 38,505 $5.4M
Rothschild Investment LLC 0.38% Reduce -0.3% 38,493 $5.4M
Shorepoint Capital Partners LLC 1.27% Reduce -0.6% 38,219 $5.4M
Bokf, NA 0.10% Reduce -36.7% 37,963 $5.4M
Farmers & Merchants Investments Inc. 0.18% Reduce -1.1% 37,828 $5.3M
Elo Mutual Pension Insurance Co 0.12% Reduce -19.5% 37,688 $5.3M
Wintrust Investments LLC 0.43% Reduce -4.2% 37,618 $5.3M
Colonial Trust Co / SC 0.93% Add +4.2% 37,597 $5.3M
HM Payson & Co. 0.10% Reduce -0.9% 37,330 $5.3M
Brady Family Wealth, LLC 1.70% Add +0.9% 37,266 $5.3M
Sienna Gestion 0.46% New 37,046 $5.2M
Mackenzie Financial Corp. 0.01% Reduce -2.6% 37,008 $5.2M
Level Four Advisory Services, LLC 0.23% Reduce -16.9% 36,605 $5.2M
United Capital Financial Advisors, LLC 0.04% Reduce -7.7% 36,460 $5.1M
Oregon Public Employees Retirement Fund 0.10% Reduce -1.1% 36,375 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -72.5% 36,709 $5.1M
Kenora Financial, LLC 2.12% No change 35,906 $5.1M
Vanguard Personalized Indexing Management, LLC 0.10% Add +6.8% 36,815 $5.0M
Gulf International Bank (UK) Ltd 0.12% Reduce -10.8% 35,047 $4.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -87.6% 34,739 $4.9M
Pinnacle Associates Ltd. 0.08% Add +1.4% 34,655 $4.9M
Mattern Wealth Management LLC 1.18% Reduce -5.6% 34,622 $4.9M
MUFG Securities EMEA plc 0.22% New 34,400 $4.9M
Pacer Advisors, Inc. 0.01% Add +4.8% 34,272 $4.8M
Chatham Capital Group, Inc. 0.84% No change 34,095 $4.8M
Opus Investment Management Inc. 3.08% No change 33,800 $4.8M
Atria Investments, Inc 0.06% Add +4.3% 33,739 $4.8M
First American Bank 0.36% Reduce -0.2% 33,680 $4.8M
Independent Advisor Alliance 0.16% Add +4.8% 33,610 $4.7M
OneDigital Investment Advisors LLC 0.06% Add +15.4% 33,419 $4.7M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -5.0% 33,310 $4.7M
Maryland State Retirement & Pension System 0.09% Reduce -4.7% 33,021 $4.7M
Martin Capital Partners, LLC 1.87% Reduce -3.1% 32,822 $4.6M
Northeast Financial Consultants Inc 0.21% Reduce -1.4% 32,720 $4.6M
Mizuho Securities USA LLC 0.10% New 32,684 $4.6M
Community Bank & Trust, Waco, Texas 1.15% Add +1.1% 32,517 $4.6M
Alpha Omega Wealth Management LLC 0.88% Reduce -2.3% 32,503 $4.6M
Canal Insurance CO 1.21% No change 32,500 $4.6M
Paloma Partners Management Co 0.50% Add +598.7% 32,434 $4.6M
Sendero Wealth Management, LLC 0.77% Add +7.7% 32,403 $4.6M
KBC Group NV 0.01% Reduce -65.9% 32,392 $4.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.50% Reduce -16.4% 32,227 $4.5M
Citadel Advisors 0.00% Reduce -96.1% 32,190 $4.5M
McDonald Partners LLC 1.21% Add +0.8% 32,086 $4.5M
BNC Wealth Management, LLC 1.68% Add +7.3% 32,038 $4.5M
Kentucky Retirement Systems 0.13% Reduce -2.2% 31,947 $4.5M
MBB Public Markets I LLC 0.09% New 31,698 $4.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.24% No change 31,657 $4.5M
Bessemer Group Inc. 0.01% Reduce -41.6% 31,660 $4.5M
Fifth Third Bancorp 0.02% Add +0.8% 31,427 $4.4M
Pinkerton Wealth, LLC 0.68% Add +5.2% 31,397 $4.4M
Trajan Wealth LLC 0.28% Reduce -0.7% 31,378 $4.4M
Cibc World Market Inc. 0.01% Reduce -68.9% 31,119 $4.4M
Ashton Thomas Private Wealth, LLC 0.24% Reduce -1.1% 31,073 $4.4M
Baxter Bros Inc. 0.57% Reduce -0.5% 30,852 $4.4M
Heritage Trust Co 0.57% Add +0.8% 30,550 $4.3M
Tweedy, Browne Co LLC 0.20% Reduce -3.5% 30,228 $4.3M
TD Waterhouse Canada Inc. 0.04% Reduce -20.5% 29,842 $4.2M
Altrius Capital Management Inc 1.10% Add +1.4% 29,561 $4.2M
Glass Wealth Management Co LLC 2.43% Add +0.8% 29,444 $4.2M
TD Private Client Wealth LLC 0.13% Reduce -6.6% 29,185 $4.1M
Kerusso Capital Management LLC 2.98% — 29,078 $4.1M
Benjamin F. Edwards & Company, Inc. 0.07% Add +64.7% 28,872 $4.1M
CENTRAL TRUST Co 0.10% Reduce -1.4% 28,677 $4.0M
Atria Wealth Solutions, Inc. 0.04% Reduce -17.2% 28,475 $4.0M
LBP Am SA 0.16% Reduce -29.4% 28,429 $4.0M
Banque Cantonale Vaudoise 0.16% Add +44.0% 28,392 $4.0M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -25.9% 28,288 $4.0M
1832 Asset Management L.P. 0.01% Reduce -84.6% 28,110 $4.0M
Parsons Capital Management Inc. 0.27% Reduce -0.5% 28,099 $4.0M
Citizens National Bank Trust Department 0.88% Reduce -1.3% 28,044 $4.0M
Ellerson Group Inc. 3.01% Reduce -4.7% 27,998 $4.0M
Cary Street Partners Asset Management LLC 0.58% Reduce -12.7% 27,931 $3.9M
Riverview Capital Advisers, LLC 1.33% Reduce -3.3% 27,875 $3.9M
Johnson Investment Counsel Inc. 0.04% Reduce -1.4% 27,647 $3.9M
Tocqueville Asset Management L.P. 0.06% Reduce -4.7% 27,646 $3.9M
Aigen Investment Management, LP 0.75% New 27,262 $3.8M
Prospera Financial Services Inc 0.11% Add +6.4% 27,191 $3.8M
Hartford Investment Management Co. 0.13% Reduce -2.3% 27,136 $3.8M
Clearbridge Investments, LLC 0.00% Reduce -17.3% 27,084 $3.8M
Candriam S.C.A. 0.02% Reduce -9.3% 26,816 $3.8M
Ameritas Investment Partners, Inc. 0.13% Add +0.7% 26,771 $3.8M
Mather Group, Llc. 0.05% Add +143.5% 22,995 $3.8M
Burney Co./ 0.14% Add +35.8% 26,528 $3.7M
Y-Intercept (Hong Kong) Ltd 0.20% New 26,390 $3.7M
Principle Wealth Partners LLC 0.28% Reduce -0.0% 26,227 $3.7M
German American Bancorp, Inc. 0.43% Add +1.6% 26,219 $3.7M
Patton Fund Management, Inc. 0.77% Reduce -17.0% 25,900 $3.7M
M&G PLC 0.02% New 25,506 $3.6M
Gladstone Institutional Advisory LLC 0.19% Add +16.4% 25,385 $3.6M
Wisconsin Capital Management LLC 1.81% No change 25,330 $3.6M
Summit Financial, LLC 0.16% Add +23.0% 25,264 $3.6M
Exencial Wealth Advisors, LLC 0.13% Add +3.1% 25,179 $3.6M
Cardinal Capital Management 0.60% Reduce -0.1% 25,094 $3.5M
Herold Advisors, Inc. 0.82% Add +3.0% 25,091 $3.5M
Stratos Investment Management, LLC 0.29% Add +8.3% 25,039 $3.5M
River Wealth Advisors LLC 0.51% Reduce -1.9% 25,036 $3.5M
Strategic Planning Group, LLC 0.77% Add +32.7% 24,915 $3.5M
Bremer Bank National Association 0.68% Reduce -2.6% 24,812 $3.5M
SWS Partners 1.04% Add +8.0% 24,762 $3.5M
Garrison Asset Management, LLC 1.82% Reduce -0.3% 24,493 $3.5M
Virginia Wealth Management Group, Inc. 3.15% Reduce -0.5% 24,463 $3.5M
Occudo Quantitative Strategies LP 0.61% New 24,391 $3.4M
Securian Asset Management, Inc. 0.10% Reduce -3.8% 24,377 $3.4M
Sonora Investment Management Group, LLC 0.27% No change 21,006 $3.4M
NorthCoast Asset Management LLC 0.03% Add +14.3% 24,275 $3.4M
O'Keefe Stevens Advisory, Inc. 1.14% Add +0.1% 24,263 $3.4M
UniSuper Management Pty Ltd 0.03% Add +100.0% 24,204 $3.4M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -1.4% 24,130 $3.4M
Equitable Trust Co. 0.23% Add +26.6% 24,004 $3.4M
Louisiana State Employees Retirement System 0.07% Reduce -4.0% 24,000 $3.4M
Commerzbank Aktiengesellschaft 0.11% Add +85.3% 23,649 $3.3M
Prime Capital Investment Advisors, LLC 0.05% Reduce -2.5% 23,555 $3.3M
Richard Bernstein Advisors LLC 0.07% Add +0.0% 23,493 $3.3M
Stock Yards Bank & Trust Co. 0.11% Reduce -2.1% 23,414 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Add +53.1% 23,354 $3.3M
DAVENPORT & Co LLC 0.02% Reduce -0.5% 23,316 $3.3M
Composition Wealth, LLC 0.08% Add +2.1% 23,294 $3.3M
Cwm, LLC 0.02% Add +0.9% 23,268 $3.3M
Catalyst Capital Advisors LLC 0.08% Reduce -0.6% 23,170 $3.3M
Zacks Investment Management 0.04% Add +3.7% 23,140 $3.3M
SevenBridge Financial Group, LLC 0.72% Reduce -0.8% 24,349 $3.2M
Van Eck Associates Corp. 0.00% Reduce -19.3% 22,923 $3.2M
First National Bank of Omaha 0.21% Add +74.3% 22,874 $3.2M
Orion Porfolio Solutions, LLC 0.03% Add +30.6% 22,789 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +30.6% 22,789 $3.2M
Townsquare Capital LLC 0.04% Add +6.7% 22,698 $3.2M
Brookstone Capital Management 0.05% Reduce -1.9% 22,625 $3.2M
Profund Advisors LLC 0.12% Add +7.7% 22,498 $3.2M
Carnegie Investment Counsel 0.10% Reduce -4.6% 22,390 $3.2M
Financial Counselors Inc. 0.05% Add +17.0% 22,339 $3.2M
CFM Wealth Partners LLC 0.58% Add +0.0% 22,177 $3.1M
Quarry LP 1.36% Add +114.4% 22,149 $3.1M
Tudor Investment Corporation 0.04% New 22,142 $3.1M
New Mexico Educational Retirement Board 0.11% No change 22,128 $3.1M
GPS Wealth Strategies Group, LLC 0.47% Reduce -6.0% 22,101 $3.1M
Viking Fund Management LLC 0.56% Reduce -8.3% 22,000 $3.1M
Americana Partners, LLC 0.24% Add +1.8% 21,892 $3.1M
MAI Capital Management 0.03% Add +1.0% 21,685 $3.1M
Cyndeo Wealth Partners, LLC 0.24% Reduce -61.6% 21,311 $3.0M
Cheviot Value Management, LLC 0.59% New 21,302 $3.0M
Metis Global Partners, LLC 0.10% Reduce -0.5% 21,227 $3.0M
AE Wealth Management LLC 0.03% Add +147.4% 21,218 $3.0M
Synovus Financial Corp. 0.04% Add +0.5% 21,178 $3.0M
Neville Rodie & Shaw Inc. 0.23% No change 21,072 $3.0M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.1% 20,938 $3.0M
Wedbush Securities Inc. 0.10% Add +3.6% 20,745 $2.9M
First Nebraska Trust Co 0.30% Reduce -0.5% 20,737 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Reduce -1.4% 20,708 $2.9M
Becker Capital Management Inc. 0.10% Reduce -3.2% 20,675 $2.9M
Rockline Wealth Management, LLC 0.89% Add +2.6% 20,391 $2.9M
Patten & Patten Inc. 0.20% Reduce -2.0% 20,196 $2.9M
Sequoia Financial Advisors, LLC 0.03% Add +3.8% 20,186 $2.8M
Hartford Financial Management Inc. 0.60% Reduce -1.4% 19,903 $2.8M
Regions Financial Corp. 0.02% Add +0.5% 19,855 $2.8M
Argonautica Private Wealth Management, Inc. 0.96% Reduce -0.4% 19,840 $2.8M
Teamwork Financial Advisors, LLC 0.41% Add +22.2% 19,803 $2.8M
DCM Advisors, LLC 1.47% Reduce -10.8% 19,745 $2.8M
Concurrent Investment Advisors, LLC 0.09% Add +102.5% 19,709 $2.8M
Icon Wealth Advisors, LLC 0.25% Add +3.5% 19,030 $2.8M
Avantax Planning Partners, Inc. 0.09% Add +3.3% 19,607 $2.8M
City Holding Co. 0.41% Reduce -1.2% 19,559 $2.8M
Monument Capital Management 0.81% Add +0.5% 19,549 $2.8M
Acadian Asset Management LLC 0.01% Reduce -77.9% 19,534 $2.8M
Intrust Bank NA 0.29% Add +0.8% 19,408 $2.7M
Stratos Wealth Partners, LTD. 0.04% Reduce -31.6% 19,378 $2.7M
Somerset Trust Co 1.12% Add +0.2% 19,358 $2.7M
Quantinno Capital Management LP 0.05% Add +11.4% 19,257 $2.7M
Tidal Investments LLC 0.04% Reduce -51.8% 19,249 $2.7M
PFW Advisors LLC 0.86% Reduce -6.9% 19,141 $2.7M
Cullen/Frost Bankers, Inc. 0.04% Reduce -3.7% 19,077 $2.7M
Empirical Finance, LLC 0.17% Reduce -23.9% 18,975 $2.7M
Azzad Asset Management Inc. 0.32% Add +1.1% 18,946 $2.7M
HB Wealth Management, LLC 0.03% Add +2.8% 18,758 $2.6M
Snowden Capital Advisors LLC 0.08% Add +1.1% 18,683 $2.6M
First Manhattan Co. Llc. 0.01% Add +22.9% 18,644 $2.6M
NorthCrest Asset Manangement, LLC 0.09% Add +0.6% 18,472 $2.6M
Mediolanum International Funds Ltd 0.04% Reduce -3.3% 19,879 $2.6M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.0% 18,322 $2.6M
Convergence Investment Partners, LLC 0.75% Reduce -16.4% 18,156 $2.6M
Northwest & Ethical Investments L.P. 0.07% No change 17,890 $2.5M
Rakuten Investment Management, Inc. 0.02% Add +55.4% 18,104 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.33% Add +0.4% 17,847 $2.5M
Argyle Capital Management, LLC 1.04% Reduce -1.1% 17,846 $2.5M
HBK Sorce Advisory LLC 0.09% Reduce -2.5% 17,784 $2.5M
Vident Advisory, LLC 0.07% Add +7.5% 17,771 $2.5M
Keystone Wealth Services, LLC 0.78% Add +0.1% 17,657 $2.5M
Tiaa Trust, National Association 0.01% Add +4.4% 17,574 $2.5M
Auxier Asset Management LLC 0.39% No change 17,480 $2.5M
Cobblestone Capital Advisors LLC 0.15% Reduce -8.5% 17,459 $2.5M
Swiss Life Asset Management Ltd 0.03% Reduce -67.9% 17,456 $2.5M
Carret Asset Management, LLC 0.28% Reduce -0.1% 17,238 $2.4M
Fernwood Investment Management, LLC 0.75% Reduce -0.3% 17,205 $2.4M
Wilkins Investment Counsel Inc. 0.36% Add +0.6% 17,178 $2.4M
Hancock Whitney Corp. 0.08% Reduce -22.2% 17,096 $2.4M
XML Financial, LLC 0.24% Reduce -2.3% 17,092 $2.4M
First National Advisers, LLC 0.44% Reduce -0.0% 17,065 $2.4M
Moser Wealth Advisors, LLC 1.31% Add +2.0% 17,054 $2.4M
Vestcor Inc 0.08% Reduce -11.6% 17,009 $2.4M
Clifford Swan Investment Counsel LLC 0.09% Reduce -0.3% 16,904 $2.4M
Choreo, LLC 0.04% Add +245.3% 16,899 $2.4M
Northside Capital Management, LLC 0.41% No change 16,725 $2.4M
Everett Harris & Co. 0.03% Add +1.1% 16,653 $2.4M
Principal Securities, Inc. 0.06% Reduce -3.4% 16,433 $2.3M
First Hawaiian Bank 0.08% Reduce -0.3% 16,416 $2.3M
Brevan Howard Capital Management LP 0.16% Add +97.6% 16,370 $2.3M
Community Bank, N.A. 0.30% Reduce -0.5% 16,345 $2.3M
International Assets Investment Management, LLC 0.22% Add +30.9% 16,310 $2.3M
Procyon Advisors, LLC 0.17% Add +1.5% 16,213 $2.3M
Mesirow Financial Investment Management, Inc. 0.05% Add +0.4% 16,184 $2.3M
Jones Financial Companies LLLP 0.00% Add +147.1% 16,170 $2.3M
TBH Global Asset Management, LLC 0.51% Reduce -2.7% 16,152 $2.3M
DRW Securities, LLC 0.14% Add +998.1% 16,000 $2.3M
Parallax Volatility Advisers, L.P. 0.07% Reduce -68.4% 16,055 $2.3M
Norinchukin Bank, The 0.06% Add +2.0% 15,868 $2.2M
NEOS Investment Management LLC 0.09% Add +46.0% 15,806 $2.2M
Sowell Financial Services LLC 0.11% Reduce -3.8% 15,706 $2.2M
Diversified Trust Co. 0.06% Reduce -28.6% 15,700 $2.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.69% New 15,667 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +10.7% 15,595 $2.2M
Pacific Global Investment Management Co. 0.42% Add +1.3% 15,553 $2.2M
F/m Investments LLC 0.08% New 15,621 $2.2M
Haverford Trust Co 0.02% Add +25.9% 15,456 $2.2M
Bridgefront Capital, LLC 0.90% New 15,357 $2.2M
First Trust Direct Indexing L.P. 0.13% Add +9.9% 15,301 $2.2M
OMERS ADMINISTRATION Corp 0.02% Reduce -25.1% 15,289 $2.2M
Hendley & Co. Inc. 0.77% Reduce -0.2% 15,270 $2.2M
Great Valley Advisor Group, Inc. 0.06% Reduce -3.4% 15,232 $2.2M
Ieq Capital, LLC 0.03% Add +8.7% 15,137 $2.1M
PFG Investments, LLC 0.15% Add +6.6% 15,130 $2.1M
NewEdge Wealth, LLC 0.05% Reduce -2.2% 15,115 $2.1M
William B. Walkup & Associates, Inc. 1.39% — 15,034 $2.1M
Stephens Inc. 0.03% Add +5.6% 14,989 $2.1M
Crescent Sterling, Ltd. 2.02% Reduce -6.4% 14,961 $2.1M
NFJ Investment Group, LLC 0.06% Reduce -26.1% 14,917 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -38.0% 14,881 $2.1M
BKM Wealth Management, LLC 1.00% Reduce -8.1% 14,763 $2.1M
Independent Solutions Wealth Management, LLC 0.48% Reduce -3.5% 14,734 $2.1M
Weaver C. Barksdale & Associates, Inc. 1.97% Reduce -9.0% 14,730 $2.1M
Koshinski Asset Management, Inc. 0.19% Reduce -8.7% 15,545 $2.1M
Curbstone Financial Management Corp 0.45% Reduce -3.1% 14,604 $2.1M
KMG Fiduciary Partners, LLC 0.20% Add +2.1% 14,367 $2.0M
Harbour Investment Management LLC 0.93% Reduce -1.4% 14,327 $2.0M
Capital Advisors Inc. 0.04% Reduce -5.0% 14,314 $2.0M
NJ State Employees Deferred Compensation Plan 0.25% Reduce -22.4% 14,200 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -45.7% 13,980 $2.0M
Logan Capital Management Inc. 0.08% No change 13,839 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -3.6% 13,674 $1.9M
YHB Investment Advisors, Inc. 0.17% Add +2.6% 13,650 $1.9M
CTC Alternative Strategies, Ltd. 0.81% New 13,600 $1.9M
Clearstead Advisors, LLC 0.03% Add +77.2% 13,582 $1.9M
Bridgeway Capital Management, LLC 0.04% Reduce -74.9% 13,500 $1.9M
Energy Income Partners, LLC 0.04% Add +3.6% 13,496 $1.9M
Allworth Financial LP 0.01% Reduce -8.8% 13,756 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -1.1% 13,492 $1.9M
SpiderRock Advisors, LLC 0.05% Add +68.7% 13,422 $1.9M
Inscription Capital, LLC 0.31% Add +1.9% 13,410 $1.9M
First Merchants Corp. 0.08% Add +1.3% 13,347 $1.9M
Evercore Wealth Management, LLC 0.03% No change 13,320 $1.9M
Fortem Financial Group, LLC 0.80% Reduce -4.6% 13,231 $1.9M
Capital Fund Management S.A. 0.02% Reduce -96.8% 13,203 $1.9M
Independent Financial Group, LLC 0.07% Reduce -46.0% 13,056 $1.8M
Shelton Capital Management 0.05% Reduce -2.5% 13,003 $1.8M
Fruth Investment Management 0.50% Reduce -0.8% 12,995 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.09% Add +0.4% 12,910 $1.8M
Sigma Planning Corp 0.06% Reduce -5.7% 12,886 $1.8M
Valeo Financial Advisors, LLC 0.06% Add +0.6% 12,880 $1.8M
Apollon Wealth Management, LLC 0.05% Add +10.8% 12,777 $1.8M
Dynamic Advisor Solutions LLC 0.06% Reduce -2.9% 12,644 $1.8M
Estate Counselors, LLC 0.20% Reduce -0.4% 12,615 $1.8M
Ar Asset Management Inc. 0.43% No change 12,600 $1.8M
Paragon Capital Management LLC 0.95% Add +0.8% 12,465 $1.8M
Infrastructure Capital Advisors, LLC 0.28% Add +451.6% 12,432 $1.8M
Marion Wealth Management 0.51% Add +1.1% 12,327 $1.7M
Bangor Savings Bank 0.17% Reduce -0.9% 12,214 $1.7M
Hennion & Walsh Asset Management, Inc. 0.09% Add +13.2% 12,182 $1.7M
Centiva Capital, LP 0.08% Add +380.4% 12,160 $1.7M
Smith, Moore & Co. 0.18% Add +2.0% 12,091 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +6.3% 12,056 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -1.1% 12,044 $1.7M
IHT Wealth Management, LLC 0.06% Reduce -98.6% 11,911 $1.7M
Savant Capital, LLC 0.02% Add +2.2% 11,910 $1.7M
United Services Automobile Association 0.04% Reduce -5.1% 11,878 $1.7M
Pathway Financial Advisers, LLC 0.60% Reduce -0.4% 11,857 $1.7M
Counterweight Ventures, LLC 1.26% Add +6.1% 11,785 $1.7M
First National Bank of Mount Dora, Trust Investment Services 0.40% Reduce -5.8% 11,761 $1.7M
Buckingham Strategic Wealth, LLC 0.02% Add +0.8% 11,751 $1.7M
Red Cedar Investment Management, LLC 0.22% Reduce -51.4% 11,596 $1.6M
Vontobel Holding Ltd. 0.01% Reduce -8.0% 11,582 $1.6M
Moors & Cabot, Inc. 0.09% Reduce -2.6% 11,540 $1.6M
Bragg Financial Advisors, Inc 0.07% Add +1.1% 11,479 $1.6M
Moneta Group Investment Advisors LLC 0.03% Reduce -1.1% 11,190 $1.6M
Fiduciary Trust Co 0.02% Add +1.3% 11,188 $1.6M
Cannell & Spears LLC 0.03% No change 11,178 $1.6M
Country Club Bank 0.11% Reduce -10.3% 11,264 $1.6M
Parallel Advisors, LLC 0.04% Reduce -4.3% 11,112 $1.6M
Boyd Watterson Asset Management LLC 0.45% No change 11,109 $1.6M
Alkeme Wealth, LLC 0.74% Reduce -0.2% 11,055 $1.6M
Laurion Capital Management LP 0.05% Reduce -93.0% 10,973 $1.5M
Jump Financial, LLC 0.03% Add +245.6% 10,949 $1.5M
Greenleaf Trust 0.01% Add +1.0% 10,872 $1.5M
Regal Investment Advisors LLC 0.10% Add +3.4% 10,869 $1.5M
Armor Investment Advisors, LLC 0.70% Reduce -2.1% 10,804 $1.5M
Tower Bridge Advisors 0.17% Add +1.4% 10,762 $1.5M
Guardian Wealth Management, Inc. 1.16% Reduce -1.3% 10,705 $1.5M
First National Trust Co 0.06% Reduce -0.4% 10,699 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -6.8% 10,598 $1.5M
Resources Management Corp. /CT/ 0.22% Add +1.1% 10,556 $1.5M
Financial Advocates Investment Management 0.09% Reduce -8.3% 10,520 $1.5M
Caldwell Trust Co 0.16% Add +6.0% 10,485 $1.5M
Two Sigma Securities, LLC 0.07% New 10,483 $1.5M
Signaturefd, LLC 0.03% Add +9.0% 10,456 $1.5M
SouthState Bank Corp 0.11% Reduce -1.3% 10,448 $1.5M
Ostrum Asset Management 0.13% Reduce -7.2% 10,439 $1.5M
Searle & Co. 0.34% No change 10,383 $1.5M
Thoroughbred Financial Services, LLC 0.10% Add +21.6% 10,383 $1.5M
Jeppson Wealth Management, LLC 0.56% Reduce -0.5% 10,367 $1.5M
Great Lakes Retirement, Inc. 0.20% Add +16.8% 10,286 $1.5M
Groupama Asset Managment 0.02% Add +80.6% 10,274 $1.5M
Cullinan Associates Inc. 0.08% Add +1.0% 10,239 $1.4M
Avidian Wealth Enterprises, LLC 0.07% Add +110.6% 10,217 $1.4M
Adirondack Trust Co. 0.59% Reduce -0.2% 10,182 $1.4M
Ingalls & Snyder LLC 0.06% Reduce -0.1% 10,165 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +92145.4% 10,147 $1.4M
Gateway Investment Advisers LLC 0.02% Reduce -13.8% 10,092 $1.4M
Pavion Blue Capital, LLC 0.70% No change 10,087 $1.4M
Harvest Portfolios Group Inc. 0.05% Add +1.9% 10,084 $1.4M
Segment Wealth Management, LLC 0.10% Add +0.7% 10,031 $1.4M
Aquila Investment Management LLC 1.32% No change 10,000 $1.4M
J.W. Cole Advisors, Inc. 0.07% Reduce -0.7% 9,992 $1.4M
Venturi Wealth Management, LLC 0.08% Reduce -9.3% 9,932 $1.4M
Columbia Bank 0.54% Add +5.2% 9,925 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +2.0% 9,866 $1.4M
Barry Investment Advisors, LLC 0.47% Reduce -6.8% 9,830 $1.4M
Jacobi Capital Management LLC 0.12% Add +5.6% 9,815 $1.4M
Paradigm Asset Management Co. LLC 0.38% Reduce -20.5% 9,700 $1.4M
Horizon Investments, LLC 0.04% Reduce -6.5% 9,651 $1.4M
Alta Capital Management LLC/ 0.09% Add +0.3% 9,631 $1.4M
RFG Advisory, LLC 0.04% Reduce -7.4% 9,625 $1.4M
Equitable Holdings, Inc. 0.01% Add +2.7% 9,607 $1.4M
BayBridge Capital Group, LLC 1.06% Add +2.8% 9,596 $1.4M
Balefire, LLC 0.48% Reduce -4.1% 9,578 $1.4M
J. W. Coons Advisors, LLC 0.25% Add +1.0% 9,573 $1.4M
Caprock Group, LLC 0.05% Add +54.2% 9,567 $1.4M
Meeder Advisory Services, Inc. 0.10% Add +35.7% 9,564 $1.4M
Ramirez Asset Management, Inc. 0.27% No change 9,562 $1.3M
Scotia Capital Inc. 0.01% Reduce -8.6% 9,528 $1.3M
Avior Wealth Management, LLC 0.06% Add +0.9% 9,522 $1.3M
Creekmur Asset Management LLC 0.35% Add +38.5% 9,518 $1.3M
Wahed Invest LLC 0.27% Add +13.1% 9,515 $1.3M
Investment Management Corp of Ontario 0.04% Add +33.8% 9,501 $1.3M
JBR Co Financial Management Inc 0.94% No change 9,435 $1.3M
Lee Danner & Bass Inc. 0.10% — 9,426 $1.3M
Peapack Gladstone Financial Corp. 0.02% Add +1.3% 9,427 $1.3M
Redwood Investment Management, LLC 0.12% Add +4.3% 9,994 $1.3M
Beck Bode, LLC 0.27% Add +104.2% 9,416 $1.3M
Delta Financial Advisors LLC 0.51% Add +0.0% 9,396 $1.3M
Beacon Investment Advisors LLC 0.68% Add +74.8% 9,383 $1.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -0.3% 9,354 $1.3M
Moloney Securities Asset Management, LLC 0.19% Add +6.2% 9,310 $1.3M
Wimmer Associates 1, LLC 0.67% Reduce -0.2% 9,295 $1.3M
Global Retirement Partners, LLC 0.04% Add +231.4% 9,226 $1.3M
Parcion Private Wealth LLC 0.12% Add +0.1% 9,225 $1.3M
CFS Investment Advisory Services, LLC 0.11% New 9,222 $1.3M
Axxcess Wealth Management, LLC 0.04% Reduce -24.5% 9,213 $1.3M
Fairfield, Bush & Co. 0.78% Reduce -1.3% 9,208 $1.3M
Rowlandmiller & Partners.adv 0.28% Reduce -17.4% 9,161 $1.3M
Versor Investments LP 0.24% Add +34.6% 9,138 $1.3M
Wealth Alliance Advisory Group, LLC 0.29% Reduce -1.4% 9,137 $1.3M
Bison Wealth, LLC 0.21% No change 7,879 $1.3M
Bleakley Financial Group, LLC 0.04% Add +3.2% 8,927 $1.3M
Simplicity Wealth,LLC 0.03% Add +3.5% 8,924 $1.3M
Karpas Strategies, LLC 0.39% No change 8,903 $1.3M
Lowe Brockenbrough & Co. Inc. 0.08% No change 8,874 $1.3M
Patten Group, Inc. 0.30% Reduce -1.2% 8,868 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -48.6% 8,864 $1.3M
Mutual Advisors, LLC 0.04% Add +4.0% 8,888 $1.2M
M&R Capital Management Inc. 0.30% Add +4.8% 8,814 $1.2M
Old National Bancorp 0.03% Add +5.6% 8,811 $1.2M
AIA Group Ltd 0.04% Add +7.3% 8,800 $1.2M
Flagship Harbor Advisors, LLC 0.07% Add +12.8% 8,798 $1.2M
Argent Trust Co 0.05% Add +3.1% 8,715 $1.2M
Verdence Capital Advisors LLC 0.11% Reduce -7.4% 8,690 $1.2M
Cornerstone Advisors, LLC 0.05% Reduce -10.4% 8,600 $1.2M
FCG Investment Co 0.92% Reduce -5.7% 8,598 $1.2M
Chelsea Counsel Co. 0.60% Reduce -2.8% 8,585 $1.2M
Dynasty Wealth Management, LLC 0.04% Add +11.2% 8,570 $1.2M
Csenge Advisory Group 0.07% Add +2.0% 8,518 $1.2M
Nvwm, LLC 0.32% Add +3.5% 8,466 $1.2M
Aptus Capital Advisors, LLC 0.02% Add +17.2% 8,394 $1.2M
Strategic Advisors LLC 0.23% Reduce -10.2% 8,370 $1.2M
Lokken Investment Group LLC 0.55% Add +9.5% 8,354 $1.2M
Trustmark Bank Trust Department 0.09% Reduce -7.0% 8,335 $1.2M
Intrua Financial, LLC 0.19% Reduce -2.6% 8,330 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -74.1% 8,319 $1.2M
Cerro Pacific Wealth Advisors LLC 0.45% — 8,314 $1.2M
Guyasuta Investment Advisors Inc. 0.09% No change 8,776 $1.2M
Oak Hill Wealth Advisors, LLC 0.35% — 8,262 $1.2M
Capital Advisors Wealth Management, LLC 0.23% Add +1.6% 8,205 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -1.2% 8,184 $1.2M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -14.8% 8,140 $1.1M
Summit Trail Advisors, LLC 0.03% Add +91.3% 8,140 $1.1M
Cowa, LLC 0.61% Reduce -16.8% 8,020 $1.1M
Natixis 0.01% Reduce -97.0% 8,028 $1.1M
Covenant Partners, LLC 0.34% Reduce -2.5% 8,014 $1.1M
Fiduciary Group, LLC 0.12% Reduce -1.1% 7,959 $1.1M
Westmount Partners, LLC 0.37% Add +0.4% 7,967 $1.1M
Institute for Wealth Management, LLC. 0.15% Reduce -1.2% 7,948 $1.1M
SeaCrest Wealth Management, LLC 0.13% Reduce -0.5% 7,923 $1.1M
Glenview Trust Co 0.02% Add +10.2% 7,914 $1.1M
Bank Ozk 0.48% Add +43.6% 7,881 $1.1M
Relative Value Partners Group, LLC 0.14% Add +73.6% 7,879 $1.1M
Lake Street Private Wealth, LLC 0.14% Add +20.5% 7,879 $1.1M
Baker Ellis Asset Management LLC 0.17% Reduce -4.0% 7,843 $1.1M
Pine Valley Investments Ltd Liability Co 0.08% No change 7,839 $1.1M
Van Hulzen Asset Management, LLC 0.07% Add +0.1% 7,828 $1.1M
Arvest Trust Co. N A 0.07% Reduce -41.7% 7,818 $1.1M
Accordant Advisory Group Inc 1.07% Add +17.7% 7,800 $1.1M
Bull Street Advisors, LLC 0.53% No change 7,731 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.25% Add +3.0% 7,692 $1.1M
Jupiter Wealth Management LLC 0.58% Reduce -13.8% 7,459 $1.1M
Private Capital Management, LLC 0.13% Reduce -0.2% 7,664 $1.1M
Godshalk Welsh Capital Management, Inc. 0.72% Reduce -1.9% 7,625 $1.1M
Freestone Capital Holdings, LLC 0.04% Reduce -0.0% 7,621 $1.1M
Edge Capital Group, LLC 0.05% No change 7,605 $1.1M
Valley Brook Capital Group, Inc. 0.84% Add +2.3% 7,596 $1.1M
Farther Finance Advisors, LLC 0.05% Add +14.5% 7,603 $1.1M
Forum Financial Management, LP 0.02% Reduce -4.2% 7,562 $1.1M
Jennison Associates LLC 0.00% Reduce -2.3% 7,561 $1.1M
AMG National Trust Bank 0.03% Add +7.7% 7,555 $1.1M
Boston Trust Walden Corp 0.01% Reduce -19.8% 7,493 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +0.4% 7,486 $1.1M
Peoples Bank 0.55% Reduce -1.1% 7,474 $1.1M
Mairs & Power Inc. 0.01% No change 7,400 $1.0M
Heritage Wealth Management, Inc. 0.35% — 7,483 $1.0M
Aristotle Capital Management, LLC 0.00% Reduce -2.8% 7,334 $1.0M
Bridge Creek Capital Management LLC 0.33% Reduce -2.3% 7,334 $1.0M
Strategic Wealth Partners, Ltd. 0.11% Add +42.6% 7,281 $1.0M
Arvest Investments, Inc. 0.16% Add +0.8% 7,258 $1.0M
Pinnacle Financial Partners Inc 0.02% Add +1.9% 7,087 $1.0M
Eisler Capital (UK) Ltd. 0.33% Add +118.2% 7,236 $1.0M
Merit Financial Group, LLC 0.02% Add +55.8% 7,205 $1.0M
South Street Advisors LLC 0.15% Add +11.7% 7,170 $1.0M
Verdad Advisers, LP 1.17% No change 7,168 $1.0M
Wedmont Private Capital 0.06% Add +47.3% 7,294 $1.0M
Penobscot Investment Management Company, Inc. 0.10% Reduce -5.8% 7,134 $1.0M
Connecticut Wealth Management, LLC 0.05% Add +1.5% 7,106 $1.0M
HighPoint Advisor Group LLC 0.06% Add +14.3% 6,809 $1.0M
WealthTrust Axiom LLC 0.33% Reduce -4.9% 7,086 $1.0M
America First Investment Advisors, LLC 0.25% No change 7,080 $999K
AlphaStar Capital Management, LLC 0.09% Reduce -12.7% 7,076 $999K
FineMark National Bank & Trust 0.04% Reduce -4.5% 7,044 $994K
Nicolet Advisory Services, LLC 0.10% Add +0.1% 7,402 $992K
Mystic Asset Management, Inc. 0.40% Add +0.2% 6,956 $982K
Hunter Associates Investment Management LLC 0.16% Reduce -1.4% 6,963 $981K
Busey Bank 0.03% Add +15.2% 6,901 $974K
Westwood Holdings Group Inc. 0.01% Add +119.1% 6,872 $970K
GAMMA Investing LLC 0.13% Add +28.9% 6,864 $969K
Mgo One Seven LLC 0.05% Add +4.8% 6,853 $967K
Cladis Investment Advisory, LLC 0.70% Reduce -0.7% 6,836 $965K
Chicago Partners Investment Group LLC 0.04% Add +19.7% 6,546 $963K
Legacy Financial Advisors, Inc. 0.17% Reduce -1.5% 6,822 $963K
Flputnam Investment Management Co. 0.02% Add +32.5% 6,817 $962K
1ST Source Bank 0.06% Reduce -0.5% 6,758 $954K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +4.7% 6,748 $953K
Financial Sense Advisors, Inc. 0.30% Add +0.6% 6,742 $952K
MCF Advisors LLC 0.07% Add +1.5% 6,732 $950K
Private Trust Co. NA 0.10% Add +12.3% 6,721 $949K
Greylin Investment Management, Inc 0.17% Reduce -3.1% 6,704 $946K
Tyche Wealth Partners LLC 0.23% Reduce -34.1% 6,691 $945K
Retirement Investment Advisors, Inc. 0.11% — 6,687 $944K
Florida Trust Wealth Management Co 0.03% No change 6,666 $941K
Confluence Wealth Services, Inc. 0.07% Add +3.8% 6,648 $938K
Applied Finance Capital Management, LLC 0.04% New 6,621 $935K
Westhampton Capital, LLC 0.51% Add +7.6% 6,608 $933K
Navalign, LLC 0.29% Add +0.9% 6,584 $930K
Elevation Point Wealth Partners, LLC 0.07% Reduce -0.2% 6,584 $929K
Hilltop National Bank 0.30% Add +9.4% 6,573 $928K
Ameritas Advisory Services, LLC 0.04% Add +3.0% 6,568 $927K
Hilltop Holdings Inc. 0.11% Reduce -0.1% 6,548 $924K
Belpointe Asset Management LLC 0.06% Reduce -25.3% 6,531 $922K
Moneco Advisors, LLC 0.14% Add +2.6% 6,512 $919K
Miller Investment Management, LP 0.11% No change 6,500 $918K
Schear Investment Advisers, LLC 0.66% Add +5.6% 6,494 $917K
Banco Santander, S.A. 0.01% Add +12.9% 6,477 $914K
Valmark Advisers, Inc. 0.02% Reduce -0.1% 6,462 $912K
True North Advisors, LLC 0.24% Reduce -7.3% 6,436 $909K
Certuity, LLC 0.07% Add +69.7% 6,432 $908K
Fifth Third Wealth Advisors LLC 0.07% Add +227.7% 6,397 $903K
Atlas Capital Advisors Inc. 0.12% Reduce -6.7% 6,396 $903K
Cornerstone Wealth Management, LLC 0.07% Reduce -2.7% 6,348 $896K
Rathbones Group PLC 0.00% Reduce -7.3% 6,342 $895K
Rwa Wealth Partners, LLC 0.01% Reduce -2.2% 6,322 $892K
V-Square Quantitative Management LLC 0.14% Reduce -5.0% 6,260 $884K
American Financial Group Inc. 0.40% No change 6,250 $882K
Aviance Capital Partners, LLC 0.13% Add +7.1% 6,241 $881K
Prudential PLC 0.01% No change 6,219 $878K
IFP Advisors, Inc 0.03% Reduce -8.0% 6,214 $877K
Epoch Investment Partners, Inc. 0.00% Add +1.6% 6,197 $875K
Welch & Forbes LLC 0.01% Reduce -2.2% 6,550 $874K
Garrett Wealth Advisory Group, LLC 0.32% New 6,184 $873K
Bank of Hawaii 0.04% Reduce -1.4% 6,157 $869K
Cidel Asset Management Inc. 0.07% Reduce -3.4% 6,119 $864K
Farmers & Merchants Trust Co of Chambersburg PA 0.35% Add +4.6% 6,098 $861K
Aull & Monroe Investment Management Corp 0.42% No change 6,092 $860K
Checchi Capital Advisers, LLC 0.07% Add +0.4% 6,059 $855K
Institutional & Family Asset Management, LLC 0.13% No change 6,048 $854K
Invst, LLC 0.09% Add +6.5% 6,056 $854K
Wealth Advisory Solutions, LLC 0.23% No change 6,028 $851K
Tradewinds, LLC. 0.26% New 6,026 $851K
Heck Capital Advisors, LLC 0.11% No change 6,021 $850K
PARK CIRCLE Co 0.84% No change 6,000 $847K
Strategic Financial Services, Inc. 0.05% Reduce -0.8% 5,995 $846K
Retirement Planning Co of New England, Inc. 0.46% Add +4.6% 5,976 $844K
Dearborn Partners LLC 0.04% Reduce -2.2% 5,974 $843K
Schechter Investment Advisors, LLC 0.06% Reduce -3.7% 5,961 $842K
Sandy Spring Bank 0.04% Add +0.8% 5,947 $840K
Matthew Goff Investment Advisor, LLC 0.17% No change 5,938 $838K
Johnson Financial Group, Inc. 0.04% Add +26.5% 5,937 $838K
Keynote Financial Services LLC 0.70% No change 5,904 $833K
Verition Fund Management LLC 0.01% Add +25.8% 5,889 $831K
First National Bank & Trust Co. of Newtown 0.17% Reduce -7.8% 5,881 $830K
Westbourne Investment Advisors, Inc. 0.30% No change 5,880 $830K
Palisade Asset Management, LLC 0.09% No change 5,878 $830K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.9% 5,843 $825K
Vanguard Capital Wealth Advisors 0.55% Add +38.0% 5,797 $818K
Western Financial Corp 0.49% Add +5.5% 5,791 $818K
Rosenberg Matthew Hamilton 0.24% Reduce -3.3% 5,787 $816K
Pinnacle Wealth Planning Services, Inc. 0.12% Reduce -0.3% 5,776 $815K
Integrated Advisors Network LLC 0.04% Reduce -1.3% 5,767 $814K
Autumn Glory Partners, LLC 0.41% Add +21.1% 5,740 $810K
Essex Financial Services, Inc. 0.06% Add +89.6% 5,979 $810K
Veracity Capital LLC 0.34% Reduce -20.4% 5,733 $809K
Great Diamond Partners, LLC 0.19% Add +1.0% 5,694 $804K
Doheny Asset Management 0.57% No change 5,689 $803K
Trust Co. of Toledo NA 0.12% Reduce -0.0% 5,665 $800K
Birmingham Capital Management Co. Inc. 0.31% Reduce -2.6% 5,651 $798K
Fisher Asset Management 0.00% Reduce -5.9% 5,646 $797K
Stegent Equity Advisors, Inc. 0.83% No change 5,632 $795K
Jaffetilchin Investment Partners, LLC 0.07% Add +2.6% 5,631 $795K
Amova Asset Management Americas, Inc. 0.01% Reduce -17.5% 5,620 $793K
Allen Capital Group, LLC 0.11% Reduce -6.3% 5,600 $791K
Orange Investment Advisors, Inc. 0.10% Add +110.1% 5,904 $790K
Basepoint Wealth LLC 0.62% Reduce -10.8% 5,548 $783K
Essex Bank 0.21% Reduce -0.1% 5,543 $782K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -2.0% 5,521 $779K
Premier Path Wealth Partners, LLC 0.13% Add +23.4% 5,511 $778K
Childress Capital Advisors, LLC 0.22% Add +12.1% 5,499 $776K
SVB Wealth LLC 0.02% Reduce -24.3% 5,497 $776K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -9.6% 5,494 $776K
Fulton Bank, N.A. 0.03% Add +6.4% 5,455 $770K
Peoples Financial Services Corp. 0.35% No change 5,440 $768K
Walleye Capital LLC 0.01% Reduce -91.1% 5,433 $767K
Compound Planning, Inc. 0.06% Reduce -0.5% 5,426 $766K
Transcend Capital Advisors, LLC 0.06% Add +16.2% 5,396 $762K
FRG Family Wealth Advisors LLC 0.15% No change 5,703 $759K
Worth Financial Advisory Group, LLC 0.50% Add +0.7% 5,361 $757K
Merrion Investment Management Co, LLC 0.52% Add +57.4% 5,350 $755K
Engineers Gate Manager LP 0.02% Add +174.9% 5,335 $753K
Campbell & CO Investment Adviser LLC 0.06% Reduce -27.4% 5,326 $752K
EverSource Wealth Advisors, LLC 0.05% Add +7.4% 5,165 $751K
Harbor Investment Advisory, LLC 0.08% Reduce -1.5% 5,309 $750K
Waverly Advisors, LLC 0.01% Add +8.3% 5,299 $748K
Lingohr Asset Management GmbH 1.87% Add +5.6% 5,301 $748K
Virtus Advisers, LLC 0.37% Reduce -8.6% 5,277 $745K
Impact Partnership Wealth, LLC 0.20% Add +2124.9% 5,273 $744K
Kingswood Wealth Advisors, LLC 0.07% Reduce -25.3% 5,270 $744K
Twin Capital Management Inc. 0.09% Reduce -40.9% 5,225 $738K
Quadrant Capital Group LLC 0.05% Add +1.1% 5,210 $735K
Linscomb Wealth, Inc. 0.04% Add +1.8% 5,199 $734K
TrinityPoint Wealth, LLC 0.11% Reduce -5.7% 5,190 $733K
Plato Investment Management Ltd 0.07% No change 5,175 $731K
Sciencast Management LP 0.25% New 5,151 $727K
Whitener Capital Management, Inc. 0.22% Add +2.2% 5,119 $723K
Mission Wealth Management, LP 0.02% Add +0.5% 5,089 $718K
Schnieders Capital Management LLC 0.15% No change 5,058 $714K
Bar Harbor Wealth Management 0.05% Reduce -0.3% 5,038 $711K
Weatherly Asset Management L. P. 0.06% Reduce -1.5% 4,994 $705K
FAS Wealth Partners, Inc. 0.06% Add +0.5% 4,969 $701K
Garrison Point Advisors, LLC 0.46% Reduce -0.1% 4,955 $699K
Waldron Private Wealth LLC 0.03% Reduce -0.6% 4,904 $692K
Baader Bank Aktiengesellschaft 0.05% Reduce -24.1% 4,897 $690K
Jackson Hole Capital Partners, LLC 0.15% No change 4,874 $688K
Lincoln Capital LLC 0.15% Add +0.1% 4,847 $684K
Nicholas Wealth, LLC. 0.49% Add +14.6% 4,825 $681K
Symphony Financial, Ltd. Co. 0.12% Reduce -2.8% 4,863 $678K
Affinity Investment Advisors, LLC 0.51% Reduce -18.5% 4,798 $677K
Investors Research Corp 0.16% No change 4,776 $674K
Modera Wealth Management, LLC 0.01% Add +3.4% 4,765 $673K
Capstone Investment Advisors, LLC 0.03% Add +1549.7% 4,751 $671K
Roof Eidam Maycock Peralta, LLC 0.18% No change 4,747 $670K
Focus Financial Network, Inc. 0.03% Add +6.8% 4,757 $670K
Ausdal Financial Partners, Inc. 0.07% Reduce -1.4% 4,741 $669K
Cornerstone Wealth Group, LLC 0.06% Add +0.3% 4,740 $669K
Pitcairn Co. 0.04% Add +7.4% 4,740 $669K
KCM Investment Advisors LLC 0.02% No change 4,727 $667K
LVM Capital Management Ltd. 0.08% Add +0.6% 4,722 $667K
Graypoint LLC 0.05% Add +39.0% 4,723 $667K
Campion Asset Management 0.52% Reduce -8.0% 4,712 $665K
West Paces Advisors Inc. 0.17% Add +4.2% 4,706 $664K
Probity Advisors, Inc. 0.14% Reduce -0.7% 4,678 $660K
North Star Investment Management Corp. 0.05% Add +0.1% 4,671 $659K
Means Investment Co., Inc. 0.08% Add +0.1% 4,666 $659K
Islay Capital Management, LLC 0.47% Reduce -60.4% 4,635 $654K
Weaver Consulting Group 0.23% Reduce -8.0% 4,622 $652K
Agf Management Ltd. 0.00% Reduce -48.5% 4,622 $652K
Strait & Sound Wealth Management LLC 0.33% No change 4,612 $651K
Brighton Jones LLC 0.02% Add +5.1% 4,607 $650K
Siemens Fonds Invest GmbH 0.05% Reduce -3.1% 4,594 $649K
Quantitative Investment Management, LLC 0.07% New 4,595 $648K
Everpar Advisors LLC 0.32% Add +29.4% 4,587 $648K
Arkfeld Wealth Strategies, L.L.C. 0.33% Add +0.8% 4,756 $647K
S.A. Mason LLC 0.37% Add +1.1% 4,579 $646K
Benjamin Edwards Inc. 0.12% Add +5.0% 4,577 $646K
NorthRock Partners, LLC 0.02% Add +6.2% 4,551 $642K
AlphaCore Capital LLC 0.15% Add +133.1% 4,523 $639K
New Century Financial Group, LLC 0.27% Add +105.7% 4,521 $638K
Trust Co. of Vermont 0.03% Reduce -2.2% 4,521 $638K
Evergreen Capital Management LLC 0.02% Add +4.2% 4,496 $635K
Richwood Investment Advisors, LLC 0.56% Add +5.2% 4,495 $635K
Exchange Traded Concepts, LLC 0.02% Add +4.9% 4,469 $631K
AA Financial Advisors, LLC 0.22% Add +19.4% 4,460 $630K
Kovack Advisors, Inc. 0.07% Reduce -3.1% 4,440 $627K
Patron Partners, LLC 0.37% Reduce -1.3% 4,440 $627K
Cigna Investments Inc. 0.12% Reduce -4.1% 4,439 $626K
Peregrine Asset Advisers, Inc. 0.25% No change 4,430 $625K
Montecito Bank & Trust 0.13% Reduce -1.0% 4,421 $624K
Sharp Wealth Advisory, LLC 0.53% Add +55.5% 4,406 $622K
First Foundation Advisors 0.02% Reduce -8.2% 4,393 $620K
Global Financial Private Client, LLC 0.26% Add +5.6% 4,388 $620K
Vaughan David Investments LLC 0.02% No change 4,381 $618K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +1.8% 4,363 $616K
Blue Trust, Inc. 0.01% Add +37.8% 3,763 $615K
OmniStar Financial Group, Inc. 0.56% Add +4.3% 4,343 $613K
Demars Financial Group, LLC 0.29% Reduce -48.4% 4,334 $612K
Towne Trust Company, N.A 0.24% Reduce -2.3% 4,309 $608K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -4.2% 4,299 $607K
Angeles Wealth Management, LLC 0.06% Add +16.5% 4,296 $606K
GAMCO Investors 0.01% No change 4,283 $605K
Jackson Square Capital, LLC 0.15% Reduce -17.9% 4,269 $603K
Verity Asset Management, Inc. 0.24% No change 4,267 $602K
Naviter Wealth, LLC 0.09% No change 4,231 $597K
SignalPoint Asset Management, LLC 0.16% Add +0.4% 4,231 $597K
LRT Capital Management, LLC 0.56% Reduce -63.3% 4,230 $597K
Smart Portfolios, LLC 0.60% Add +9.9% 4,200 $593K
Roberts Glore & Co. Inc. 0.18% No change 4,182 $590K
Mill Capital Management, LLC 0.05% Reduce -19.4% 4,145 $585K
WP Advisors, LLC 0.19% Add +0.8% 4,144 $585K
SAM Advisors, LLC 0.21% No change 4,136 $584K
City Center Advisors, LLC 0.69% No change 3,561 $582K
Burford Brothers, Inc. 0.34% No change 4,120 $582K
Estabrook Capital Management 0.09% No change 4,109 $580K
Perigon Wealth Management, LLC 0.02% Add +3.9% 4,105 $579K
Lanark Financial, Inc. 0.05% Reduce -3.6% 4,108 $579K
Foster & Motley Inc. 0.04% Reduce -4.4% 4,098 $579K
Stratos Wealth Advisors, LLC 0.03% Reduce -68.6% 4,071 $575K
Western Wealth Management, LLC 0.04% Add +1.0% 4,068 $574K
Clifford Group, LLC 0.46% Reduce -0.8% 4,068 $574K
Sompo Asset Management Co., Ltd. 0.10% Reduce -6.0% 4,060 $573K
Fulcrum Equity Management 0.51% Add +1.6% 4,055 $572K
Syon Capital LLC 0.05% Add +10.7% 4,027 $568K
Gryphon Financial Partners LLC 0.08% Reduce -3.0% 4,016 $567K
Savvy Advisors, Inc. 0.18% Add +52.3% 4,012 $566K
Outfitters Financial LLC 0.47% Reduce -27.3% 4,000 $565K
CSS LLC 0.12% Reduce -33.3% 4,000 $565K
Kolinsky Wealth Management, LLC 0.40% Reduce -5.2% 3,988 $563K
Kuhn & Co Investment Counsel 0.50% No change 3,968 $560K
Welch Group, LLC 0.03% Add +0.3% 3,961 $559K
Foundations Investment Advisors, LLC 0.01% Add +22.2% 3,959 $559K
Ethic Inc. 0.01% Add +46.6% 3,954 $558K
Advisor OS, LLC 0.06% Add +1.5% 3,951 $558K
John G Ullman & Associates Inc. 0.09% No change 3,950 $558K
Drive Wealth Management, LLC 0.15% Add +20.2% 3,945 $557K
Full Sail Capital, LLC 0.04% Reduce -1.5% 3,935 $556K
Field & Main Bank 0.21% Reduce -0.6% 3,933 $555K
Riverwater Partners LLC 0.41% Reduce -0.9% 3,931 $555K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -0.2% 3,929 $555K
New Millennium Group LLC 0.36% New 3,929 $555K
Conning Inc. 0.02% Reduce -0.1% 3,924 $554K
Harbour Trust & Investment Management Co 0.07% Add +1.0% 3,923 $554K
Spire Wealth Management 0.02% Reduce -65.6% 3,918 $553K
Symmetry Partners, LLC 0.03% Reduce -8.6% 3,898 $550K
Unigestion Holding SA 0.03% Reduce -11.1% 4,126 $549K
Larson Financial Group LLC 0.04% Add +204.7% 3,869 $546K
Princeton Global Asset Management LLC 0.12% Reduce -4.3% 3,866 $546K
Greenfield Seitz Capital Management, LLC 0.20% Reduce -3.9% 3,858 $545K
Syntegra Private Wealth Group, LLC 0.07% Add +206.8% 3,847 $543K
Montchanin Asset Management, LLC 0.52% No change 3,830 $541K
Geneos Wealth Management Inc. 0.02% Reduce -12.6% 3,828 $540K
Spinnaker Trust 0.03% Reduce -0.3% 3,811 $538K
JT Stratford LLC 0.10% Add +1.2% 3,803 $537K
XTX Topco Ltd 0.05% New 3,786 $534K
49 Wealth Management, LLC 0.11% Reduce -1.3% 3,789 $534K
Ballew Advisors, Inc 0.35% No change 3,802 $533K
Randall & Associates Wealth Management 0.48% Reduce -8.5% 3,745 $529K
Danske Bank A/S 0.00% No change 3,739 $528K
Thrive Wealth Management, LLC 0.10% Reduce -9.5% 3,737 $528K
Brandywine Oak Private Wealth LLC 0.05% Reduce -0.2% 3,733 $527K
WESPAC Advisors, LLC 0.41% Reduce -51.1% 3,728 $526K
Ransom Advisory, Ltd 0.26% No change 3,725 $526K
Hanson & Doremus Investment Management 0.09% Reduce -1.2% 3,715 $524K
Uncommon Cents Investing LLC 0.16% No change 3,697 $522K
Citizens Financial Group Inc. 0.01% Add +68.2% 3,692 $521K
Schonfeld Strategic Advisors LLC 0.00% Add +29.8% 3,691 $521K
Capital Investment Advisors, LLC 0.01% Add +28.3% 3,682 $520K
Bridges Investment Management Inc. 0.01% New 3,668 $518K
Founders Financial Securities LLC 0.05% Add +14.6% 3,659 $517K
Beaird Harris Wealth Management, LLC 0.05% Reduce -0.1% 3,658 $516K
Lindbrook Capital, LLC 0.05% Add +3.0% 3,657 $516K
Vise Technologies, Inc. 0.09% Add +21.9% 3,647 $515K
Triasima Portfolio Management inc. 0.05% No change 3,595 $508K
MTM Investment Management, LLC 0.21% No change 3,549 $501K
Prairie Sky Financial Group LLC 0.31% Add +0.0% 3,544 $500K
Harbor Advisors LLC 0.09% No change 3,541 $500K
Vectors Research Management, LLC 0.15% Add +0.1% 3,538 $499K
Courier Capital LLC 0.04% No change 3,528 $498K
Hennessy Advisors Inc. 0.02% No change 3,500 $494K
TradeLink Capital LLC 1.43% New 3,500 $494K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.1% 3,494 $493K
Whalerock Point Partners, LLC 0.13% No change 3,490 $493K
PFG Advisors 0.03% Reduce -7.9% 3,481 $491K
Norden Group LLC 0.10% Reduce -7.0% 3,479 $491K
Woodmont Investment Counsel LLC 0.04% No change 3,465 $489K
First Interstate Bank 0.03% Add +32.0% 3,464 $489K
Walleye Trading LLC 0.01% Reduce -54.6% 3,463 $489K
Cambridge Financial Group, LLC 0.22% No change 3,454 $488K
Wealth Alliance, LLC 0.06% Reduce -37.6% 3,447 $487K
CX Institutional 0.02% Reduce -0.9% 3,447 $487K
Empire Financial Management Company, LLC 0.16% No change 3,446 $487K
Excalibur Management Corp. 0.20% Add +3.5% 3,443 $486K
Corbyn Investment Management Inc. 0.22% No change 3,441 $486K
Roundview Capital LLC 0.04% Reduce -12.5% 3,428 $484K
Castleark Management LLC 0.02% Reduce -45.4% 3,420 $483K
Faithward Advisors, LLC 0.09% Reduce -1.8% 3,419 $483K
Vantage Consulting Group Inc 0.36% Add +6.9% 3,403 $480K
Abacus Planning Group, Inc. 0.09% Add +0.9% 3,402 $480K
Mayflower Financial Advisors, LLC 0.08% Add +0.8% 3,401 $480K
GHP Investment Advisors, Inc. 0.02% Reduce -14.3% 3,401 $480K
Wedgewood Investors Inc. 0.57% — 3,400 $480K
Biltmore Wealth Management, LLC 0.21% New 3,396 $479K
Soltis Investment Advisors LLC 0.05% Add +3.8% 3,391 $479K
Clarius Group, LLC 0.03% Reduce -2.0% 3,386 $478K
Van Strum & Towne Inc. 0.17% No change 3,381 $477K
Lebenthal Global Advisors, LLC 0.10% Add +18.3% 3,367 $475K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.1% 3,345 $472K
Keel Point, LLC 0.04% Add +116.4% 3,504 $472K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -13.9% 3,336 $471K
Tanager Wealth Management LLP 0.07% No change 3,329 $470K
MSH Capital Advisors LLC 0.16% No change 3,327 $470K
Allen Investment Management, LLC 0.01% No change 3,318 $468K
Good Life Advisors, LLC 0.04% Add +4.3% 3,309 $467K
Perpetual Ltd 0.01% Reduce -21.4% 3,304 $466K
Joel Isaacson & Co., LLC 0.02% Reduce -1.4% 3,300 $466K
Capital Investment Advisory Services, LLC 0.05% Add +5.0% 3,295 $465K
Cadinha & Co. LLC 0.09% Add +0.3% 3,280 $463K
Harbour Investments, Inc. 0.02% Add +11.0% 3,280 $463K
Blue Edge Capital, LLC 0.08% Reduce -6.2% 3,279 $463K
Tennessee Valley Asset Management Partners 0.09% Add +1.1% 3,273 $462K
LCNB Corp. 0.17% No change 3,272 $462K
Twin Tree Management, LP 0.01% New 3,258 $460K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +11.2% 3,255 $460K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +74.2% 3,287 $459K
CHICAGO TRUST Co NA 0.09% Add +7.5% 3,252 $459K
Athena Investment Management 0.28% Reduce -4.1% 3,249 $459K
NBT Bank, N.A. 0.03% Add +24.0% 3,248 $458K
Next Capital Management LLC 0.19% Add +154.6% 4,987 $454K
Hills Bank & Trust Co 0.04% Add +3.0% 3,211 $453K
Granite Group Advisors, LLC 0.34% No change 3,207 $453K
Rossmore Private Capital 0.06% Reduce -1.5% 3,204 $452K
Whittier Trust Co. 0.01% Reduce -0.6% 3,190 $450K
First National Bank Sioux Falls 0.23% No change 3,184 $449K
Everhart Financial Group, Inc. 0.12% Reduce -2.6% 3,184 $449K
Lake Street Advisors Group, LLC 0.02% Reduce -1.5% 3,179 $449K
Intrinsic Value Partners, LLC 0.47% Reduce -1.9% 3,167 $447K
McDaniel Terry & Co. 0.04% Reduce -3.0% 3,168 $447K
Callan Capital, LLC 0.04% Reduce -1.4% 3,157 $446K
Passumpsic Savings Bank 0.32% Add +4.1% 3,149 $445K
CoreFirst Bank & Trust 0.30% Reduce -7.9% 3,148 $444K
Powers Advisory Group, LLC 0.24% Reduce -6.0% 3,143 $444K
Verus Capital Partners, LLC 0.05% Reduce -5.5% 3,141 $443K
Beaton Management Co. Inc. 0.24% No change 3,131 $442K
Callahan Advisors, LLC 0.05% No change 3,120 $440K
PDS Planning, Inc 0.04% Reduce -0.0% 3,114 $440K
Catalina Capital Group, LLC 0.17% Add +11.0% 3,097 $437K
Second Line Capital, LLC 0.13% Add +88.3% 3,091 $436K
Chesapeake Asset Management LLC 0.42% Add +0.2% 3,089 $436K
ARS Investment Partners, LLC 0.04% Reduce -11.2% 3,086 $436K
Aries Wealth Management 0.14% No change 3,083 $435K
Realta Investment Advisors 0.09% Reduce -16.6% 3,079 $435K
GTS Securities LLC 0.01% Reduce -18.1% 3,079 $435K
E&G Advisors, LLC 0.13% Reduce -1.6% 3,072 $434K
Fidelis Capital Partners, LLC 0.06% Add +18.1% 3,258 $433K
Capital Analysts, LLC 0.02% Add +0.9% 3,061 $432K
Legacy Capital Wealth Partners, LLC 0.11% New 3,057 $432K
Townsend Asset Management Corp. /NC/ 0.17% Add +0.3% 3,053 $431K
Davidson Trust Co. 0.30% Reduce -8.7% 3,036 $429K
Poehling Capital Management, INC. 0.12% No change 3,036 $429K
Magnus Financial Group LLC 0.05% Add +0.1% 3,033 $428K
Bridgewater Associates 0.00% New 3,028 $427K
Stockman Wealth Management, Inc. 0.07% Add +1.7% 3,027 $427K
First Citizens Bank & Trust Co. 0.01% Add +15.3% 3,020 $426K
Ceeto Capital Group, LLC 0.16% No change 3,000 $424K
Aaron Wealth Advisors LLC 0.06% Add +14.4% 2,999 $423K
Kanawha Capital Management LLC 0.03% Add +7.4% 2,985 $421K
Geller Advisors LLC 0.03% Reduce -0.7% 2,961 $418K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.30% No change 2,958 $418K
Brown Brothers Harriman & Co. 0.00% Reduce -3.4% 2,914 $411K
Goodman Financial Corp 0.09% Reduce -11.1% 2,913 $411K
Vista Investment Partners LLC 0.14% Reduce -65.0% 2,910 $411K
Obermeyer Wealth Partners 0.02% No change 2,910 $411K
CPC Advisors, LLC 0.07% Reduce -23.5% 2,906 $410K
Austin Private Wealth, LLC 0.04% Reduce -0.0% 2,890 $408K
Paragon Capital Management Ltd 0.07% Add +1.1% 2,883 $407K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 2,880 $407K
Insigneo Advisory Services, LLC 0.05% Add +13.3% 3,088 $407K
Fort Sheridan Advisors LLC 0.07% Add +74.9% 2,872 $405K
Dividend Assets Capital, LLC 0.08% No change 2,868 $405K
Quilter Plc 0.01% No change 2,863 $404K
Sunbelt Securities, Inc. 0.04% Reduce -4.3% 2,856 $403K
AlTi Global, Inc. 0.01% Add +2.4% 2,852 $403K
CI Investments Inc. 0.00% Reduce -24.3% 2,851 $402K
Plancorp, LLC 0.02% Add +0.2% 2,840 $401K
First Horizon Advisors, Inc. 0.01% Add +230.0% 2,835 $400K
Stiles Financial Services Inc 0.15% Reduce -1.5% 2,828 $399K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% No change 2,802 $396K
Cadence Bank 0.03% Reduce -5.8% 2,801 $395K
Allegheny Financial Group 0.11% Add +25.9% 2,773 $391K
Nilsine Partners, LLC 0.05% Reduce -2.7% 2,772 $391K
Empirical Asset Management, LLC 0.15% Add +522.0% 23,045 $391K
IFG Advisory, LLC 0.03% New 2,756 $389K
Tributary Capital Management, LLC 0.03% Reduce -3.5% 2,750 $388K
Successful Portfolios LLC 0.27% Reduce -4.2% 2,744 $387K
Laurel Wealth Advisors LLC 0.07% No change 2,729 $385K
Bell Bank 0.03% Reduce -96.0% 2,725 $385K
IVC Wealth Advisors LLC 0.22% Reduce -0.4% 2,724 $385K
StoneX Group Inc. 0.03% Add +14.8% 2,723 $384K
Hazlett, Burt & Watson, Inc. 0.20% Add +23.6% 2,720 $384K
Ballentine Partners, LLC 0.01% Reduce -6.9% 2,713 $383K
Thompson Siegel & Walmsley LLC 0.01% No change 2,699 $381K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -24.2% 2,673 $377K
Ruggaard & Associates LLC 0.17% Reduce -1.8% 2,672 $377K
Alpha DNA Investment Management LLC 0.21% Reduce -41.4% 2,656 $375K
Gilliland Jeter Wealth Management LLC 0.13% Reduce -6.3% 2,653 $375K
Strategy Asset Managers LLC 0.08% Add +1.3% 3,912 $373K
Freedom Investment Management, Inc. 0.03% Reduce -13.2% 2,635 $372K
HCR Wealth Advisors 0.05% Add +1.0% 2,631 $371K
Cape Cod Five Cents Savings Bank 0.04% Reduce -4.5% 2,625 $371K
Kohmann Bosshard Financial Services, LLC 0.05% No change 2,623 $370K
TrueWealth Advisors, LLC 0.14% Add +68.4% 2,620 $370K
Liberty Capital Management, Inc. 0.09% Add +13.7% 2,618 $370K
Capital Market Strategies LLC 0.23% Add +23.7% 2,609 $368K
Chilton Capital Management LLC 0.02% No change 2,606 $368K
Dodge & Cox 0.00% No change 2,600 $367K
Crawford Investment Counsel Inc. 0.01% Add +8.3% 2,595 $366K
CreativeOne Wealth, LLC 0.02% Reduce -19.9% 2,569 $363K
Dorsey & Whitney Trust CO LLC 0.03% Add +2.7% 2,567 $362K
San Luis Wealth Advisors LLC 0.09% New 2,563 $362K
Canal Capital Management, LLC 0.06% Add +5.3% 2,550 $360K
Northcape Wealth Management, LLC 0.13% Add +20.2% 2,539 $358K
Roman Butler Fullerton & Co. 0.12% Reduce -2.7% 2,671 $358K
GeoWealth Management, LLC 0.02% Reduce -79.8% 2,532 $357K
Plimoth Trust Co. LLC 0.10% No change 2,526 $357K
Bray Capital Advisors 0.09% Add +0.6% 2,510 $354K
Warwick Investment Management, Inc. 0.08% New 2,509 $354K
Opus Capital Group, LLC 0.05% Reduce -3.0% 2,507 $354K
Goelzer Investment Management, Inc. 0.02% No change 2,505 $354K
Gables Capital Management Inc. 0.18% No change 2,502 $353K
Fractal Investments LLC 0.06% No change 2,500 $353K
WASHINGTON TRUST Co 0.01% No change 2,491 $352K
Strategic Blueprint, LLC 0.02% Reduce -0.8% 2,459 $347K
CFO4Life Group, LLC 0.07% Reduce -67.2% 2,452 $346K
Cadent Capital Advisors, LLC 0.14% Reduce -1.1% 2,446 $345K
TFG Advisers LLC 0.13% Add +7.7% 2,444 $345K
Ethos Financial Group, LLC 0.06% Add +1.4% 2,444 $345K
Blackston Financial Advisory Group, LLC 0.19% Add +41.4% 2,444 $345K
Pinnacle Bancorp, Inc. 0.10% Reduce -4.9% 2,440 $344K
Greenfield Savings Bank 0.18% Reduce -3.5% 2,433 $343K
Letson Investment Management, Inc. 0.15% No change 2,429 $343K
Saxon Interests, Inc. 0.16% Reduce -0.6% 2,428 $343K
Measured Wealth Private Client Group, LLC 0.12% Add +1.3% 2,427 $343K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Reduce -4.0% 2,421 $342K
Weik Capital Management 0.15% Reduce -5.8% 2,420 $342K
Montag A & Associates Inc. 0.02% No change 2,409 $340K
Moller Wealth Partners 0.09% Reduce -6.2% 2,408 $340K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -4.0% 2,406 $340K
Port Capital LLC 0.02% Add +1.7% 2,400 $339K
Ipswich Investment Management Co., Inc. 0.08% No change 2,400 $339K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% No change 2,397 $338K
SageView Advisory Group, LLC 0.02% New 2,389 $337K
Stokes Family Office, LLC 0.04% Add +1.5% 2,386 $337K
Walker Asset Management, LLC 0.23% Reduce -0.6% 2,386 $337K
LBMC Investment Advisors, LLC 0.03% Add +0.0% 2,383 $336K
WCM Investment Management, LLC 0.00% Add +85.2% 2,410 $336K
SkyOak Wealth, LLC 0.08% No change 2,378 $336K
Denver Wealth Management, Inc. 0.17% Reduce -7.3% 2,369 $334K
Jacobs & Co. 0.04% No change 2,366 $334K
Cooper Financial Group 0.05% Add +35.4% 2,363 $334K
MQS Management LLC 0.20% New 2,363 $334K
D. E. Shaw & Co. 0.00% Reduce -91.5% 2,361 $333K
Marietta Investment Partners LLC 0.07% No change 2,360 $333K
Madison Park Capital Advisors, LLC 0.28% Add +0.6% 2,360 $333K
Seamount Financial Group Inc. 0.27% Add +17.6% 2,352 $332K
Lazard Asset Management LLC 0.00% Reduce -40.9% 2,362 $332K
Tradition Wealth Management, LLC 0.03% Add +48.4% 2,349 $332K
Hurlow Wealth Management Group, Inc. 0.11% Reduce -0.1% 2,336 $330K
Amarillo National Bank 0.06% No change 2,333 $329K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,325 $328K
Anchor Investment Management, LLC 0.03% Add +2.7% 2,314 $327K
Horizon Advisory Services, Inc. 0.16% Add +0.2% 2,312 $326K
Alps Advisors Inc. 0.00% Reduce -0.6% 2,310 $326K
Abacus Wealth Partners, LLC 0.05% Add +1.2% 2,306 $326K
Calydon Capital 0.06% Reduce -14.0% 2,304 $325K
Longfellow Investment Management Co. LLC 0.08% Add +0.7% 2,293 $324K
Beaumont Financial Advisors, LLC 0.03% Add +0.7% 2,293 $324K
Concourse Financial Group Securities, Inc. 0.02% Reduce -26.0% 2,293 $324K
First Financial Bank - Trust Division 0.03% Reduce -2.9% 2,287 $323K
Hamilton Capital, LLC 0.02% Reduce -14.5% 2,282 $322K
Monetary Management Group Inc. 0.09% Reduce -14.8% 2,280 $322K
Acropolis Investment Management, LLC 0.02% Add +0.2% 2,278 $322K
Krane Funds Advisors LLC 0.01% New 2,268 $320K
Leisure Capital Management 0.15% No change 2,262 $319K
Insight Folios Inc 0.13% Reduce -2.0% 2,260 $319K
Empower Advisory Group, LLC 0.00% Reduce -4.4% 2,259 $319K
Hoylecohen, LLC 0.02% Add +8.1% 2,254 $318K
Azimuth Capital Investment Management LLC 0.01% Reduce -2.2% 2,253 $318K
TrinityBridge Ltd 0.01% No change 2,249 $318K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +9.8% 2,014 $316K
KRS Capital Management, LLC 0.24% Add +25.1% 2,237 $316K
Southland Equity Partners LLC 0.09% Reduce -5.3% 2,235 $316K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -15.2% 2,226 $314K
Assetmark, Inc. 0.00% Add +0.9% 2,226 $314K
Capital Advisory Group Advisory Services, LLC 0.13% No change 2,222 $314K
M3 Advisory Group, LLC 0.26% Add +7.4% 2,214 $313K
Cross Staff Investments Inc 0.26% No change 2,209 $312K
Sustainable Insight Capital Management, LLC 0.16% New 2,200 $311K
Sterling Investment Advisors, Ltd. 0.08% No change 2,193 $310K
Delta Investment Management, LLC 0.07% Reduce -0.1% 2,191 $309K
Brooks, Moore & Associates, Inc. 0.20% No change 2,185 $308K
Financial Management Network Inc. 0.07% Add +1.3% 2,221 $307K
Gratus Wealth Advisors, LLC 0.05% Add +53.8% 2,213 $306K
Park Place Capital Corp 0.10% Reduce -55.5% 2,163 $305K
Midland Wealth Advisors, LLC 0.02% New 2,160 $305K
Apriem Advisors 0.04% Reduce -12.3% 2,158 $305K
HBW Advisory Services LLC 0.05% Reduce -3.4% 2,155 $304K
Advus Financial Partners, LLC 0.09% Reduce -4.8% 2,149 $303K
Parkside Financial Bank & Trust 0.05% Reduce -3.6% 2,148 $303K
Los Angeles Capital Management LLC 0.00% Reduce -94.5% 2,145 $303K
Ritholtz Wealth Management 0.01% Reduce -11.8% 2,145 $303K
Willis Johnson & Associates, Inc. 0.02% Add +18.4% 2,142 $302K
Front Row Advisors LLC 0.10% Reduce -0.1% 2,133 $301K
Sentry Investment Management LLC 0.13% Reduce -17.0% 2,123 $300K
Sage Mountain Advisors LLC 0.03% Add +19.9% 2,120 $299K
Orleans Capital Management Corp. 0.19% Reduce -7.4% 2,117 $299K
Lantern Wealth Advisors, LLC 0.22% Reduce -1.0% 2,107 $297K
Thomasville National Bank 0.02% Reduce -1.5% 2,104 $297K
Mosaic Financial Group, LLC 0.21% Add +67.5% 2,101 $297K
Aquatic Capital Management LLC 0.01% Reduce -52.3% 2,100 $296K
Douglas Lane & Associates, LLC 0.00% Add +6.6% 2,091 $295K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -1.1% 2,089 $295K
Chiron Capital Management, LLC 0.28% Reduce -4.6% 2,089 $295K
Rehmann Capital Advisory Group 0.02% Add +40.0% 2,082 $294K
Alan B Lancz & Associates, Inc. 0.29% — 2,082 $294K
Asset Advisors Investment Management, LLC 0.03% New 2,082 $294K
Defender Capital, LLC. 0.10% No change 2,073 $293K
KLCM Advisors, Inc. 0.04% No change 2,072 $293K
Fortune Financial Advisors, LLC 0.18% No change 2,060 $291K
United Community Bank 0.12% Reduce -8.5% 2,060 $291K
WealthBridge Capital Management, LLC 0.10% Add +3.3% 2,057 $290K
Werba Rubin Papier Wealth Management 0.08% Add +22.9% 2,054 $290K
Shufro Rose & Co. LLC 0.02% Reduce -6.8% 2,049 $289K
Eagle Global Advisors LLC 0.02% No change 2,041 $288K
Sentry LLC 0.05% No change 2,039 $288K
Naples Global Advisors, LLC 0.03% Add +0.1% 2,036 $287K
Cabot Wealth Management Inc. 0.04% No change 2,035 $287K
First Financial Bankshares Inc 0.01% Reduce -43.4% 2,030 $287K
North Star Asset Management Inc. 0.01% No change 2,027 $286K
New Wave Wealth Advisors LLC 0.15% — 2,027 $286K
Quent Capital, LLC 0.03% Add +1.4% 2,027 $286K
Asset Dedication, LLC 0.02% No change 2,022 $286K
Secure Asset Management, LLC 0.05% Add +33.0% 2,017 $285K
Diversify Advisory Services, LLC 0.02% New 2,128 $283K
TD Capital Management LLC 0.03% No change 2,000 $282K
Duncan Williams Asset Management, LLC 0.24% No change 2,000 $282K
Private Wealth Partners, LLC 0.02% No change 2,000 $282K
LM Advisors LLC 0.06% Reduce -0.3% 2,000 $282K
Sentinel Trust Co. Lba 0.03% Reduce -1.9% 1,996 $282K
Moss Adams Wealth Advisors LLC 0.04% Add +1.8% 1,996 $282K
TCI Wealth Advisors, Inc. 0.03% Reduce -0.2% 1,994 $281K
Choate Investment Advisors 0.01% Reduce -0.5% 1,994 $281K
SPC Financial, Inc. 0.03% Add +2.6% 1,992 $281K
Tarbox Family Office, Inc. 0.05% No change 1,991 $281K
Broderick Brian C 0.06% Reduce -0.5% 1,990 $281K
Zions Bancorporation, N.A. 0.02% Reduce -38.8% 1,984 $280K
X-Square Capital, LLC 0.10% Add +1.2% 1,980 $280K
Vestor Capital, LLC 0.02% Add +3.9% 1,986 $280K
Sutton Place Investors LLC 0.19% Reduce -68.5% 1,978 $279K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $279K
Legacy Financial Group, Inc. 0.11% Reduce -0.3% 1,969 $278K
Cassaday & Co Wealth Management LLC 0.01% No change 1,958 $276K
Trueblood Wealth Management, LLC 0.16% Add +0.3% 1,957 $276K
HHM Wealth Advisors, LLC 0.04% Add +34.1% 1,956 $276K
Bath Savings Trust Co 0.03% Reduce -0.8% 1,948 $275K
Pallas Capital Advisors LLC 0.01% Reduce -3.3% 1,995 $275K
Indiana Trust & Investment Management Co 0.10% Add +337.1% 1,945 $275K
Claro Advisors Inc. 0.04% Add +11.1% 1,931 $273K
Trillium Asset Management, LLC 0.01% No change 1,930 $272K
Patrick M Sweeney & Associates, Inc. 0.22% Add +0.1% 1,922 $271K
Baldwin Wealth Partners LLC 0.02% No change 1,918 $271K
Moody National Bank Trust Division 0.02% Reduce -0.6% 1,916 $270K
Carmichael Hill & Associates, Inc. 0.11% Add +0.5% 1,914 $270K
Diversified, LLC 0.03% Add +6.0% 1,912 $270K
Contravisory Investment Management, Inc. 0.06% Add +14.5% 1,906 $269K
Bond & Devick Financial Network, Inc. 0.14% No change 1,902 $269K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -3.2% 1,901 $268K
LVW Advisors, LLC 0.04% Reduce -0.5% 1,899 $268K
McGowan Group Asset Management, Inc. 0.04% Reduce -6.3% 1,893 $267K
Bank of New Hampshire 0.07% Add +8.6% 1,892 $267K
Tranquility Partners, LLC 0.10% No change 1,891 $267K
Waters Parkerson & Co., LLC 0.01% No change 1,887 $266K
Legacy Private Trust Co. 0.02% No change 1,879 $265K
Columbia Asset Management 0.05% No change 1,878 $265K
Summit Asset Management, LLC 0.03% Add +0.1% 1,872 $264K
Sandy Cove Advisors, LLC 0.12% Add +0.1% 1,872 $264K
Keating Investment Counselors Inc. 0.08% Reduce -28.5% 1,870 $264K
Sovereign Financial Group, Inc. 0.07% Add +0.1% 1,857 $262K
Redwood Wealth Management Group, LLC 0.20% Reduce -1.0% 1,847 $261K
St Germain D J Co. Inc. 0.01% Reduce -2.1% 1,845 $260K
GYL Financial Synergies, LLC 0.02% Reduce -1.1% 1,843 $260K
Wellington Shields & Co., LLC 0.08% No change 1,832 $259K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 1,827 $258K
Trust Point Inc. 0.02% Reduce -13.4% 1,824 $257K
EPIQ Capital Group, LLC 0.09% Add +0.8% 1,824 $257K
Red Door Wealth Management, LLC 0.05% Reduce -9.1% 1,813 $256K
Quantum Portfolio Management LLC 0.15% New 1,807 $255K
VeraBank, N.A. 0.08% No change 1,802 $254K
First National Corp. /Ma/ 0.06% No change 1,801 $254K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.6% 1,800 $254K
Pinnacle Family Advisors, LLC 0.14% Add +2.7% 1,799 $254K
Avestar Capital, LLC 0.03% Add +3.4% 1,793 $253K
Viawealth, LLC 0.16% Add +0.1% 1,791 $253K
Ignite Planners, LLC 0.06% Add +0.1% 1,820 $252K
NDVR, Inc. 0.26% Reduce -2.2% 1,779 $251K
Central Bank & Trust Co. 0.03% No change 1,776 $251K
Nicolet Bankshares Inc. 0.05% No change 1,773 $250K
American National Bank & Trust 0.03% Add +3.6% 1,773 $250K
Hourglass Capital, LLC 0.07% No change 1,770 $250K
Adero Partners, LLC 0.02% Add +9.5% 1,769 $250K
Zullo Investment Group, Inc. 0.11% Reduce -2.3% 1,768 $250K
Signature Estate & Investment Advisors LLC 0.01% New 1,766 $249K
Signature Wealth Management Partners, LLC 0.19% No change 1,765 $249K
DNB Asset Management AS 0.00% New 1,764 $249K
Kelly Lawrence W & Associates Inc. 0.06% Add +133.5% 1,758 $248K
Perennial Investment Advisors, LLC 0.04% Reduce -20.3% 1,755 $248K
Leo Wealth, LLC 0.03% Add +7.5% 1,755 $247K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,745 $246K
Brooklyn Investment Group 0.11% No change 1,506 $246K
Alpha Cubed Investments, LLC 0.01% Add +0.1% 1,740 $246K
MIdWestOne Financial Group, Inc. 0.04% Add +0.6% 1,738 $245K
Hexagon Capital Partners LLC 0.05% Reduce -6.9% 1,734 $245K
Patton Albertson Miller Group, LLC 0.03% Add +4.6% 1,733 $245K
Ami Investment Management Inc. 0.09% Reduce -4.0% 1,729 $244K
NovaPoint Capital, LLC 0.08% Reduce -0.3% 1,726 $244K
Clarity Financial LLC 0.04% Add +1.4% 1,723 $243K
Breakwater Capital Group 0.05% Add +5.6% 1,715 $242K
Secured Retirement Advisors, LLC 0.19% Add +4.1% 1,714 $242K
Beirne Wealth Consulting Services, LLC 0.10% No change 1,700 $240K
Crestmont Private Wealth LLC 0.12% Reduce -2.8% 1,698 $240K
Per Stirling Capital Management, LLC. 0.04% Reduce -8.1% 1,697 $240K
Wealthspan Partners, LLC 0.13% Add +0.9% 1,696 $239K
Cherry Tree Wealth Management, LLC 0.06% Add +4.0% 1,695 $239K
Fourpath Capital Management, LLC 0.18% Add +0.1% 1,688 $238K
Sageworth Trust Co 0.01% New 1,682 $237K
Centaurus Financial, Inc. 0.02% Reduce -0.8% 1,671 $236K
Aspire Private Capital, LLC 0.06% No change 1,669 $236K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -48.6% 1,666 $235K
Cullen Investment Group, LTD. 0.04% Add +0.4% 1,666 $235K
Greenwood Gearhart LLC 0.02% No change 1,665 $235K
Prio Wealth Limited Partnership 0.01% No change 1,658 $234K
Beach Investment Counsel Inc. 0.03% No change 1,660 $234K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -8.0% 1,651 $233K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 1,650 $233K
Old Port Advisors 0.07% Add +8.7% 1,650 $233K
Murphy Pohlad Asset Management LLC 0.10% Reduce -3.6% 1,650 $233K
PGIM Custom Harvest LLC 0.01% New 1,649 $233K
Advisory Alpha, LLC 0.01% Add +4.8% 1,648 $233K
Berkshire Asset Management LLC 0.01% Add +13.5% 1,644 $232K
Farmers Trust Co. 0.05% Reduce -1.4% 1,643 $232K
Schrum Private Wealth Management LLC 0.21% No change 1,642 $232K
Chicago Capital, LLC 0.01% No change 1,642 $232K
L2 Asset Management, LLC 0.07% Add +5.3% 1,640 $232K
Biltmore Family Office, LLC 0.04% No change 1,639 $231K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,638 $231K
Perkins Coie Trust Co 0.05% No change 1,637 $231K
Heritage Wealth Management, Inc./Texas 0.14% No change 1,628 $230K
Harrell Investment Partners, LLC 0.07% No change 1,628 $230K
Independent Wealth Network Inc. 0.11% Add +0.1% 1,627 $230K
Modern Wealth Management, LLC 0.02% New 1,626 $230K
Morningstar Investment Services LLC 0.00% Add +0.2% 1,638 $228K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -14.4% 1,609 $227K
Forte Capital LLC 0.03% Add +0.1% 1,608 $227K
CRA Financial Services, LLC 0.05% No change 1,608 $227K
Cahill Financial Advisors Inc. 0.03% Reduce -6.1% 1,608 $227K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -23.7% 1,606 $227K
Sfmg, LLC 0.02% Add +12.9% 1,605 $227K
Nemes Rush Group LLC 0.03% Reduce -13.8% 1,599 $226K
Leonteq Securities AG 0.03% New 1,590 $224K
ABLE Financial Group, LLC 0.08% Reduce -9.4% 1,586 $224K
CWS Financial Advisors, LLC 0.09% New 1,583 $223K
Wetzel Investment Advisors, Inc. 0.13% Reduce -6.7% 1,364 $223K
Eagle Ridge Investment Management 0.02% No change 1,577 $223K
Sapient Capital LLC 0.00% Reduce -0.1% 1,574 $222K
SlateStone Wealth, LLC 0.02% No change 1,570 $222K
Hardin Capital Partners, LLC 0.14% — 1,571 $222K
Paulson Wealth Management Inc. 0.06% No change 1,564 $221K
Wealth Management Associates, Inc. 0.10% No change 1,561 $220K
Compass Wealth Management LLC 0.05% No change 1,561 $220K
Capital Asset Advisory Services LLC 0.01% Add +4.5% 1,657 $220K
Coastline Trust Co 0.03% No change 1,559 $220K
Simon Quick Advisors, LLC 0.02% Reduce -1.0% 1,553 $219K
Smithfield Trust Co 0.01% No change 1,554 $218K
Financial Partners Group, LLC 0.08% Reduce -0.5% 1,541 $218K
Janiczek Wealth Management, LLC 0.05% Reduce -1.7% 1,533 $216K
180 Wealth Advisors, LLC 0.04% Reduce -20.5% 1,577 $216K
Loudon Investment Management, LLC 0.13% No change 1,527 $216K
Pure Financial Advisors, LLC 0.01% Reduce -3.5% 1,526 $215K
Liberty Wealth Management LLC 0.04% Reduce -19.8% 1,515 $214K
West Family Investments, Inc. 0.06% No change 1,515 $214K
Catalyst Financial Partners LLC 0.05% Add +5.1% 1,514 $214K
LMG Wealth Partners, LLC 0.05% No change 1,511 $213K
WealthShield Partners, LLC 0.03% New 1,508 $213K
Smartleaf Asset Management LLC 0.03% Add +35.8% 1,526 $213K
apricus wealth, LLC 0.15% Reduce -26.8% 1,500 $212K
Edge Wealth Management LLC 0.04% No change 1,500 $212K
Staley Capital Advisers Inc. 0.01% No change 1,500 $212K
Saturna Capital Corp. 0.00% No change 1,500 $212K
Trust Co. of Oklahoma 0.07% No change 1,497 $211K
McAdam, LLC 0.01% Add +1.4% 1,495 $211K
Donaldson Capital Management, LLC 0.01% Reduce -16.9% 1,493 $211K
Semper Augustus Investments 0.04% No change 1,472 $208K
Westside Investment Management, Inc. 0.05% No change 1,471 $208K
Traveka Wealth, LLC 0.10% Reduce -0.1% 1,467 $207K
Financial Security Advisor, Inc. 0.07% Reduce -3.4% 1,464 $207K
CMG Global Holdings, LLC 0.14% No change 1,459 $206K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,459 $206K
Smith Anglin Financial, LLC 0.02% No change 1,459 $206K
Silvia McColl Wealth Management, LLC 0.17% No change 1,457 $206K
One Wealth Advisors, LLC 0.04% Add +4.1% 1,518 $206K
Threadgill Financial, LLC 0.10% Reduce -3.3% 1,452 $205K
LS Investment Advisors, LLC 0.03% No change 1,445 $204K
Embree Financial Group 0.04% Add +0.8% 1,444 $204K
Five Oceans Advisors 0.11% Reduce -5.0% 1,441 $203K
Greytown Advisors Inc. 0.12% Reduce -27.2% 1,437 $203K
Tritonpoint Wealth, LLC 0.02% Reduce -18.4% 1,437 $203K
HTLF Bank 0.02% Reduce -2.3% 1,432 $202K
Little House Capital LLC 0.06% Reduce -14.7% 1,430 $202K
Mma Asset Management LLC 0.09% Reduce -3.1% 1,430 $202K
Deseret Mutual Benefit Administrators 0.09% Reduce -5.2% 1,428 $202K
William Blair Investment Management, LLC 0.00% No change 1,428 $202K
Caldwell Sutter Capital, Inc. 0.10% Reduce -1.0% 1,425 $201K
Novak & Powell Financial Services, Inc. 0.13% No change 1,425 $201K
Curi Capital, LLC 0.00% Reduce -62.8% 1,422 $201K
Aldebaran Financial Inc. 0.26% No change 1,420 $200K
Compagnie Lombard Odier SCmA 0.00% No change 1,413 $199K
Pittenger & Anderson Inc. 0.01% No change 1,403 $198K
Alta Advisers Ltd 0.10% No change 1,400 $198K
Cromwell Holdings LLC 0.12% — 1,396 $197K
ORG Partners LLC 0.02% New 1,378 $194K
Tiemann Investment Advisors, LLC 0.09% Reduce -15.6% 1,375 $194K
Addison Advisors LLC 0.06% No change 1,368 $193K
Capital Advisors, Ltd. LLC 0.03% Add +7.9% 1,364 $193K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,353 $191K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -95.8% 1,334 $188K
Tradewinds Capital Management, LLC 0.06% Add +313.4% 1,323 $187K
Tanglewood Legacy Advisors, LLC 0.09% No change 1,312 $185K
Creative Financial Designs Inc. 0.02% Add +30.7% 1,306 $184K
General Partner, Inc. 0.12% Add +0.1% 1,303 $184K
Carolinas Wealth Consulting LLC 0.04% Reduce -0.1% 1,297 $183K
Wellington Shields Capital Management, LLC 0.03% Reduce -31.7% 1,292 $182K
Godsey & Gibb, Inc. 0.02% Add +83.3% 1,283 $181K
Security National Bank 0.03% No change 1,278 $180K
Abich Financial Wealth Management LLC 0.12% Add +4265.5% 1,266 $179K
Jamison Private Wealth Management, Inc. 0.03% Add +0.1% 1,262 $178K
Sittner & Nelson, LLC 0.09% No change 1,249 $176K
Tompkins Financial Corp. 0.02% No change 1,244 $176K
Family Firm, Inc. 0.04% Add +0.1% 1,243 $176K
LRI Investments, LLC 0.02% Add +1331.4% 1,231 $174K
Oakworth Capital, Inc. 0.01% Add +52.8% 1,216 $172K
Trust Co 0.02% Reduce -66.5% 1,208 $171K
Centennial Bank 0.08% Add +1.0% 1,206 $170K
Catalyst Funds Management Pty Ltd 0.05% Reduce -96.3% 1,200 $169K
ICA Group Wealth Management, LLC 0.10% Reduce -31.9% 1,195 $169K
Peoples Bank 0.13% Reduce -3.4% 1,187 $168K
Gen-Wealth Partners Inc 0.08% No change 1,182 $167K
Armstrong Advisory Group, Inc. 0.01% Add +14.3% 1,180 $167K
Hantz Financial Services, Inc. 0.00% Add +14.8% 1,176 $166K
McIlrath & Eck, LLC 0.02% Add +6.1% 1,164 $164K
Grove Bank & Trust 0.03% Reduce -1.3% 1,161 $164K
Transamerica Financial Advisors, LLC 0.02% No change 1,149 $163K
AdvisorNet Financial, Inc 0.01% Add +0.7% 1,121 $158K
Riverview Trust Co 0.15% No change 1,119 $158K
Financial Management Professionals, Inc. 0.02% Add +43.1% 1,102 $156K
Valley National Advisers Inc. 0.02% Add +18.9% 1,105 $155K
PFG Private Wealth Management, LLC 0.09% Add +2.8% 1,097 $155K
Register Financial Advisors LLC 0.08% Add +0.3% 1,082 $153K
Independence Bank of Kentucky 0.04% Add +33.7% 1,071 $151K
Continuum Advisory, LLC 0.02% Reduce -0.2% 1,067 $151K
City State Bank 0.06% Add +5.1% 1,027 $145K
Archer Investment Corp 0.04% Add +91.3% 1,006 $142K
Mechanics Financial Corp 0.07% No change 1,000 $141K
American Capital Advisory, LLC 0.10% Reduce -1.3% 1,053 $140K
Global Trust Asset Management, LLC 0.05% No change 964 $136K
Mark Sheptoff Financial Planning, LLC 0.08% No change 960 $136K
Broadwater Capital Management LLC 0.10% No change 900 $127K
CVA Family Office, LLC 0.02% Reduce -2.4% 866 $122K
Garde Capital, Inc. 0.01% Add +0.1% 856 $121K
Gradient Investments LLC 0.00% Add +0.9% 857 $121K
Evermay Wealth Management LLC 0.02% Reduce -5.6% 850 $120K
Western Pacific Wealth Management, LP 0.09% No change 845 $119K
Missouri Trust & Investment Co 0.04% No change 845 $119K
Optimum Investment Advisors 0.05% No change 838 $118K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 783 $111K
WR Wealth Planners, LLC 0.03% Add +7.1% 766 $108K
MV Capital Management, Inc. 0.01% Reduce -9.0% 762 $108K
Glen Eagle Advisors, LLC 0.02% Add +191.2% 757 $107K
Gleason Group, Inc. 0.02% Add +0.8% 740 $105K
Criterion Capital Advisors, LLC 0.07% No change 735 $104K
Motco 0.01% No change 726 $102K
Versant Capital Management, Inc 0.03% Reduce -5.8% 717 $101K
Strategic Financial Concepts, LLC 0.06% New 18,369 $100K
Avion Wealth 0.03% Reduce -11.0% 705 $99K
RFP Financial Group LLC 0.04% No change 697 $98K
Eagle Bay Advisors LLC 0.06% Add +40.7% 691 $98K
JFS Wealth Advisors, LLC 0.01% Reduce -10.7% 690 $97K
Miller Wealth Advisors, LLC 0.05% Add +0.6% 684 $97K
Toth Financial Advisory Corp. 0.01% No change 682 $96K
Piscataqua Savings Bank 0.09% No change 681 $96K
JNBA Financial Advisors 0.01% Reduce -19.8% 673 $95K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 574 $94K
Duncker Streett & Co. Inc. 0.02% No change 656 $93K
Plante Moran Financial Advisors, LLC 0.01% Reduce -2.0% 644 $91K
Kelly Financial Services LLC 0.03% Add +22.0% 637 $90K
Tyler-Stone Wealth Management 0.04% No change 632 $89K
Kimelman & Baird, LLC 0.01% — 625 $88K
Main Street Group, LTD 0.04% Add +0.2% 624 $88K
Cassady Schiller Wealth Management, LLC 0.04% No change 621 $88K
Advantage Trust Co 0.06% No change 618 $87K
First Command Advisory Services, Inc. 0.00% Add +84.7% 615 $87K
Basso Capital Management, L.P. 0.08% No change 612 $86K
PFS Partners, LLC 0.05% Add +0.5% 609 $86K
Spotlight Asset Group, Inc. 0.06% No change 605 $85K
Arax Advisory Partners 0.01% No change 604 $85K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +0.8% 593 $84K
Foster Dykema Cabot & Partners, LLC 0.01% No change 573 $81K
Prestige Wealth Management Group LLC 0.02% Reduce -2.6% 561 $79K
Harvest Fund Management Co., Ltd 0.01% Reduce -90.5% 554 $78K
Partnership Wealth Management, LLC 0.06% No change 550 $78K
Concord Wealth Partners 0.01% Add +2.4% 548 $77K
Tower View Wealth Management LLC 0.04% Add +0.8% 535 $76K
Loomis Sayles & Co. L P 0.00% Reduce -6.2% 526 $74K
DecisionPoint Financial, LLC 0.02% Reduce -15.7% 500 $73K
Investment Research & Advisory Group, Inc. 0.03% No change 500 $71K
Acima Private Wealth, LLC 0.03% No change 500 $71K
Key Financial Inc 0.02% No change 495 $70K
Beacon Capital Management, LLC 0.01% Reduce -4.7% 485 $69K
Pin Oak Investment Advisors Inc. 0.07% No change 485 $68K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +283.2% 479 $67K
Dynamic Wealth Strategies, LLC 0.06% No change 463 $65K
Cypress Capital, LLC 0.02% New 450 $64K
Covestor Ltd 0.04% Reduce -2.8% 410 $58K
FinTrust Capital Advisors, LLC 0.01% Add +3.3% 404 $57K
Legend Financial Advisors, Inc. 0.04% Reduce -11.5% 399 $56K
Sound Income Strategies, LLC 0.00% Reduce -21.4% 397 $56K
Financial Gravity Asset Management, Inc. 0.01% Reduce -0.8% 397 $56K
Tacita Capital Inc 0.04% New 391 $55K
Tortoise Investment Management, LLC 0.01% Add +1.1% 386 $54K
Evolution Advisers, Inc. 0.03% No change 383 $54K
PrairieView Partners, LLC 0.01% No change 383 $54K
BOK Financial Private Wealth, Inc. 0.00% Add +96.4% 379 $54K
Private Wealth Management Group, LLC 0.02% Add +18.4% 361 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 360 $51K
EnRich Financial Partners LLC 0.02% No change 360 $51K
Strategic Investment Solutions, Inc. 0.02% — 349 $51K
Rogco, LP 0.02% No change 350 $49K
Arlington Trust Co LLC 0.01% No change 348 $49K
NFSG Corp 0.02% Reduce -25.8% 346 $49K
Rational Advisors, Inc. 0.00% Reduce -4.5% 339 $48K
Bell Investment Advisors, Inc 0.01% Add +8.9% 329 $46K
CBIZ Investment Advisory Services, LLC 0.00% No change 320 $45K
WFA of San Diego, LLC 0.04% — 319 $45K
New England Capital Financial Advisors LLC 0.03% Add +0.6% 318 $45K
Private Ocean, LLC 0.00% No change 315 $44K
Painted Porch Advisors LLC 0.02% New 311 $44K
Hoese & Co LLP 0.04% No change 302 $43K
Manchester Capital Management LLC 0.01% Add +2.4% 304 $43K
SRH Advisors, LLC 0.01% Reduce -11.5% 299 $42K
Caitlin John, LLC 0.03% Reduce -87.6% 299 $42K
Centerpoint Advisors, LLC 0.02% No change 300 $42K
Financial Network Wealth Advisors LLC 0.03% New 283 $40K
Steph & Co. 0.01% New 276 $39K
West Branch Capital LLC 0.01% No change 275 $39K
Brown, Lisle/Cummings, Inc. 0.01% No change 275 $39K
Olistico Wealth, LLC 0.02% New 274 $39K
Kings Path Partners LLC 0.02% — 272 $38K
Tsfg, LLC 0.01% Add +20.0% 270 $38K
Fortitude Family Office, LLC 0.02% Add +52.3% 265 $37K
Pacifica Partners Inc. 0.02% Reduce -14.2% 265 $37K
Coston, McIsaac & Partners 0.01% Add +32.5% 265 $37K
CNB Bank 0.02% No change 257 $36K
SJS Investment Consulting Inc. 0.01% Reduce -2.7% 256 $36K
Clearstead Trust, LLC 0.01% No change 250 $35K
Signature Resources Capital Management, LLC 0.03% No change 250 $35K
Rise Advisors, LLC 0.02% Add +0.8% 250 $35K
Opal Wealth Advisors, LLC 0.01% New 242 $34K
Core Alternative Capital 0.01% No change 236 $33K
Cornerstone Planning Group LLC 0.01% Reduce -7.4% 251 $33K
First PREMIER Bank 0.01% No change 217 $31K
Bank & Trust Co 0.03% — 217 $31K
Bruce G. Allen Investments, LLC 0.03% Reduce -21.7% 217 $31K
Founders Capital Management 0.02% No change 215 $30K
TFC Financial Management, Inc. 0.01% Reduce -7.3% 215 $30K
Glass Jacobson Investment Advisors llc 0.01% Add +0.5% 212 $30K
Coppell Advisory Solutions LLC 0.00% — 211 $30K
Webster Bank, N. A. 0.00% Reduce -7.1% 209 $30K
Morton Brown Family Wealth, LLC 0.01% Reduce -3.2% 209 $29K
Robinswood Financial LLC 0.01% No change 200 $28K
First United Bank & Trust 0.01% Reduce -14.9% 200 $28K
GoalVest Advisory LLC 0.01% No change 200 $28K
Hoey Investments, Inc. 0.01% No change 200 $28K
FSC Wealth Advisors, LLC 0.02% No change 199 $28K
University of Texas/Texas Am Investment Management Co. 0.01% New 196 $28K
Elequin Capital, LP 0.02% New 192 $27K
Ruedi Wealth Management, Inc. 0.01% No change 190 $27K
Silvant Capital Management LLC 0.00% No change 186 $26K
Blue Bell Private Wealth Management, LLC 0.01% No change 181 $26K
GW&K Investment Management, LLC 0.00% Add +14.0% 179 $25K
Operose Advisors LLC 0.01% No change 176 $25K
Arrow Financial Corp 0.00% No change 175 $25K
Redmont Wealth Advisors LLC 0.04% No change 174 $25K
Byrne Asset Management LLC 0.02% No change 173 $24K
Lagoda Investment Management, L.P. 0.01% No change 170 $24K
SOA Wealth Advisors, LLC. 0.00% Add +0.6% 165 $23K
Legacy Bridge, LLC 0.01% No change 161 $23K
Atticus Wealth Management, LLC 0.01% No change 160 $23K
Raleigh Capital Management Inc. 0.01% Reduce -2.4% 160 $23K
Wolff Wiese Magana LLC 0.02% No change 159 $22K
Lummis Asset Management, LP 0.03% No change 150 $21K
TruNorth Capital Management, LLC 0.01% New 150 $21K
Horizon Bancorp Inc. 0.01% No change 144 $20K
Fairscale Capital, LLC 0.02% — 142 $20K
Clear Investment Research, LLC 0.03% Add +0.7% 139 $20K
Northwest Bank & Trust Co 0.02% No change 138 $19K
MeadowBrook Investment Advisors LLC 0.02% No change 137 $19K
Stephens Consulting, LLC 0.01% No change 133 $19K
Salomon & Ludwin, LLC 0.00% Reduce -80.6% 132 $19K
Strengthening Families & Communities, LLC 0.01% New 131 $18K
Sachetta, LLC 0.01% Add +71.4% 120 $18K
Camelot Portfolios, LLC 0.01% New 124 $18K
Valued Wealth Advisors LLC 0.01% Add +31.2% 122 $17K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +159.6% 122 $17K
Focused Wealth Management, Inc 0.00% New 121 $17K
Burkett Financial Services, LLC 0.01% Add +0.8% 120 $17K
DiNuzzo Private Wealth, Inc. 0.00% Add +237.1% 118 $17K
Raffa Wealth Management, LLC 0.00% Add +59.5% 118 $17K
Richardson Capital Management LLC 0.01% No change 115 $16K
Roble, Belko & Company, Inc 0.00% No change 110 $16K
First Community Trust NA 0.01% No change 111 $16K
LGT Financial Advisors LLC 0.03% Add +1.0% 105 $15K
Bfsg, LLC 0.00% No change 103 $15K
Creative Capital Management Investments LLC 0.01% New 100 $14K
Voisard Asset Management Group, Inc. 0.01% No change 100 $14K
Valley Wealth Managers, Inc. 0.00% No change 100 $14K
Barrett & Company, Inc. 0.01% Add +1.0% 100 $14K
Cyrus J. Lawrence, LLC 0.00% New 104 $14K
GFS Advisors, LLC 0.00% New 83,331 $14K
First Financial Corp. 0.01% Reduce -43.8% 95 $13K
Abound Wealth Management 0.00% Reduce -5.2% 91 $13K
Transcendent Capital Group LLC 0.01% New 90 $13K
Central Pacific Bank - Trust Division 0.00% No change 89 $13K
Pineridge Advisors LLC 0.00% No change 85 $12K
IAG Wealth Partners, LLC 0.00% No change 85 $12K
HighMark Wealth Management LLC 0.01% Add +15.1% 84 $12K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 80 $11K
Keener Financial Planning LLC 0.01% Reduce -48.4% 82 $11K
Spectrum Wealth Counsel, LLC 0.00% No change 75 $11K
Trifecta Capital Advisors, LLC 0.00% New 71 $10K
PSI Advisors, LLC 0.00% Reduce -26.6% 69 $10K
Fairway Wealth LLC 0.01% New 67 $9K
Country Trust Bank 0.00% No change 67 $9K
Triad Wealth Partners, LLC 0.00% New 65 $9K
Bogart Wealth, LLC 0.00% No change 65 $9K
Financial Perspectives, Inc 0.00% No change 63 $9K
Highline Wealth Partners LLC 0.00% Add +106.7% 62 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 60 $8K
ESL Trust Services, LLC 0.00% New 60 $8K
Center for Financial Planning, Inc. 0.00% No change 57 $8K
Red Tortoise LLC 0.00% No change 56 $8K
Clean Yield Group 0.00% No change 55 $8K
Crewe Advisors LLC 0.00% Reduce -65.1% 53 $7K
Anfield Capital Management, LLC 0.00% New 53 $7K
Financial Freedom, LLC 0.00% No change 50 $7K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 44 $6K
Hobbs Group Advisors, LLC 0.00% — 44 $6K
RE Dickinson Investment Advisors, LLC 0.00% No change 43 $6K
Planning Capital Management Corp 0.00% No change 42 $6K
Maryland Capital Advisors Inc. 0.00% No change 42 $6K
Cedar Mountain Advisors, LLC 0.00% No change 42 $6K
Horrell Capital Management, Inc. 0.00% No change 34 $5K
Penserra Capital Management LLC 0.00% Reduce -98.4% 36 $5K
SIMA Wealth Partners, LLC 0.00% — 31 $4K
Tidemark, LLC 0.00% No change 31 $4K
HWG Holdings LP 0.00% — 31 $4K
Cetera Trust Company, N.A 0.00% No change 30 $4K
Thompson Investment Management, Inc. 0.00% New 30 $4K
Financial Connections Group, Inc. 0.00% New 30 $4K
CGC Financial Services, LLC 0.00% No change 28 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 26 $4K
Trivant Custom Portfolio Group, LLC 0.00% No change 25 $4K
Delta Asset Management LLC 0.00% No change 25 $4K
Unique Wealth Strategies, LLC 0.00% New 21 $3K
WealthCollab, LLC 0.00% No change 24 $3K
Dunhill Financial, LLC 0.00% Add +60.0% 24 $3K
Macroview Investment Management LLC 0.00% No change 21 $3K
Iron Horse Wealth Management, LLC 0.00% No change 20 $3K
Castleview Partners, LLC 0.00% No change 20 $3K
Rakuten Securities, Inc. 0.00% Add +400.0% 20 $3K
Westend Capital Management, LLC 0.00% Add +11.1% 20 $3K
True Wealth Design, LLC 0.00% Add +5.6% 19 $3K
Heritage Wealth Advisors 0.00% No change 16 $2K
Stone House Investment Management, LLC 0.00% No change 16 $2K
Disciplined Equity Management, Inc. 0.00% New 15 $2K
Ridgewood Investments LLC 0.00% New 14 $2K
VitalStone Financial, LLC 0.00% No change 10 $1K
Aspect Partners, LLC 0.00% No change 10 $1K
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 $988
ClariVest Asset Management LLC 0.00% No change 6 $836
Studio Investment Management LLC 0.00% New 4 $565
Atwood & Palmer Inc. 0.00% Reduce -98.4% 1 $142
St. Johns Investment Management Company, LLC 0.00% No change 1 $141
AlphaQuest LLC 0.00% Reduce -100.0% 1 $141
McClarren Financial Advisors, Inc. 0.00% Reduce -65.8% 282 $116

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