Phillips 66PSX

13F holders, Q4 2025 (December 31)
1,905holders +67
131new positions
121sold out
10famous investors
$129.05avg. 13F price*

At the end of Q4 2025, 1,905 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 67 from Q3 2025. 131 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock, Inc. ($4.0B) and State Street Corp. ($3.0B). 10 famous investors held it, including Paul Singer (17.1% of Elliott Investment Management's portfolio), Bill Nygren (2.3% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.2% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions131$242.9M
Exits121$202.2M

All 13F filers, Q3 2025 → Q4 2025: 14,973,744 shares bought and 16,379,274 shares sold, net −1,405,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,905 holders

Vanguard Group Inc. 0.10% Add +0.4% 51,930,038 $6.7B
BlackRock, Inc. 0.07% Add +2.3% 30,919,347 $4.0B
State Street Corp. 0.10% Add +0.8% 23,589,550 $3.0B
Elliott Investment Management 17.09% No change 19,251,000 $2.5B
Wells Fargo & Company 0.36% Reduce -6.3% 14,152,872 $1.8B
Harris Associates (Oakmark Funds) 2.29% Add +2.5% 13,978,492 $1.8B
Geode Capital Management, LLC 0.08% Add +0.4% 10,413,824 $1.3B
Bank of New York Mellon Corp 0.16% Reduce -16.6% 7,103,557 $916.6M
Morgan Stanley 0.05% Reduce -1.7% 6,791,424 $876.4M
Norges Bank 0.07% — 4,961,297 $640.2M
FMR LLC 0.03% Add +21.6% 4,463,832 $576.0M
T. Rowe Price Associates Inc. 0.06% Reduce -22.5% 4,224,814 $545.2M
Charles Schwab Investment Management Inc. 0.08% Add +2.3% 3,944,561 $509.0M
Invesco Ltd. 0.05% Reduce -4.6% 3,870,398 $499.4M
Northern Trust Corp. 0.06% Reduce -3.1% 3,716,540 $479.6M
AQR Capital Management 0.22% Add +72.3% 3,262,482 $421.0M
UBS Group AG 0.08% Reduce -30.4% 3,083,687 $397.9M
Bank of America Corp. 0.03% Add +7.5% 2,935,869 $378.8M
Dimensional Fund Advisors LP 0.08% Reduce -1.2% 2,796,607 $360.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -1.6% 2,390,428 $308.5M
Amundi 0.09% Reduce -5.7% 2,263,958 $292.1M
Goldman Sachs Group Inc. 0.04% Reduce -18.9% 2,224,224 $287.0M
Legal & General Group Plc 0.06% Reduce -9.7% 2,056,384 $265.4M
Royal Bank of Canada 0.04% Add +24.7% 1,598,335 $206.2M
Raymond James Financial Inc. 0.06% Reduce -1.7% 1,508,617 $194.7M
JPMorgan Chase & Co. 0.01% Reduce -20.0% 1,487,921 $192.0M
Neuberger Berman Group LLC 0.14% Add +49.0% 1,455,007 $187.8M
Boston Partners 0.19% Reduce -2.4% 1,384,348 $178.7M
Holocene Advisors, LP 0.37% Add +37.5% 1,373,650 $177.3M
Massachusetts Financial Services Co. 0.06% Add +17.0% 1,371,804 $177.0M
Nuveen, LLC 0.05% Reduce -2.0% 1,345,834 $173.7M
Envestnet Asset Management Inc. 0.05% Reduce -4.8% 1,310,265 $169.1M
Citadel Advisors 0.11% Reduce -8.4% 1,273,044 $164.3M
Jacobs Levy Equity Management, Inc. 0.60% Reduce -14.7% 1,213,635 $156.6M
Mariner, LLC 0.18% Add +9.1% 1,179,388 $152.2M
Swiss National Bank 0.09% Reduce -5.7% 1,107,350 $142.9M
Victory Capital Management Inc. 0.08% Add +37.2% 1,057,512 $136.5M
Deutsche Bank AG 0.04% Add +7.8% 1,049,771 $135.5M
Barrow Hanley Mewhinney & Strauss LLC 0.44% Reduce -67.7% 1,017,320 $131.3M
NewEdge Advisors, LLC 0.47% Add +732.0% 996,955 $128.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -4.4% 907,130 $117.1M
LPL Financial LLC 0.03% Reduce -0.0% 894,443 $115.4M
HSBC Holdings PLC 0.06% Reduce -16.4% 860,459 $110.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +3.4% 846,035 $110.5M
LSV Asset Management 0.24% Reduce -0.9% 837,349 $108.1M
Los Angeles Capital Management LLC 0.37% Add +12.2% 788,034 $108.0M
Rhumbline Advisers 0.08% Reduce -2.8% 766,445 $98.9M
PNC Financial Services Group, Inc. 0.05% Reduce -22.0% 751,929 $97.0M
Adage Capital Partners Gp, L.L.C. 0.14% Add +88.0% 738,801 $95.3M
Corient Private Wealth LP 0.13% Reduce -5.2% 724,532 $93.5M
Bank of Montreal 0.04% Add +8.1% 720,126 $92.9M
California Public Employees Retirement System 0.05% Reduce -2.8% 702,341 $90.6M
Truist Financial Corp. 0.12% Add +1.6% 675,084 $87.1M
BNP Paribas Financial Markets 0.05% Add +46.8% 659,034 $85.0M
Alliancebernstein L.P. 0.03% Reduce -17.5% 627,169 $80.9M
Canada Pension Plan Investment Board 0.05% Add +373.0% 619,141 $79.9M
National Pension Service 0.06% Add +2.0% 614,059 $79.2M
Barclays PLC 0.03% Reduce -19.3% 598,738 $77.3M
Russell Investments Group, Ltd. 0.08% Add +3.7% 575,891 $74.3M
Bahl & Gaynor LLC 0.37% Reduce -2.3% 572,343 $73.9M
Focus Partners Wealth 0.08% Add +20.6% 515,909 $67.9M
Ameriprise Financial Inc. 0.02% Add +26.4% 521,250 $67.2M
Principal Financial Group Inc. 0.03% Add +0.5% 519,383 $67.0M
Fayez Sarofim & Co 0.16% Reduce -18.3% 508,265 $65.6M
Alyeska Investment Group, L.P. 0.18% Add +100.2% 485,574 $62.7M
Prudential Financial Inc. 0.08% Add +13.9% 483,539 $62.4M
California State Teachers Retirement System 0.06% Reduce -1.7% 482,799 $62.3M
M&T Bank Corp 0.20% Reduce -1.1% 479,039 $61.8M
Citigroup Inc. 0.04% Add +60.6% 470,192 $60.7M
Recurrent Investment Advisors LLC 4.34% Reduce -2.1% 454,741 $58.7M
Natixis 0.22% New 429,171 $55.4M
Stifel Financial Corp. 0.05% Reduce -1.0% 410,529 $53.0M
Allianz Asset Management GmbH 0.06% Reduce -33.8% 404,017 $52.1M
Wellington Management Group LLP 0.01% Add +190.3% 403,653 $52.1M
Sei Investments Co. 0.05% Add +107.2% 376,371 $48.6M
HighTower Advisors, LLC 0.05% Add +1.7% 369,586 $47.7M
Aviva PLC 0.08% Add +7.1% 366,820 $47.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -3.2% 364,121 $47.0M
National Bank of Canada 0.05% Add +22.2% 364,121 $47.0M
Cerity Partners LLC 0.07% Add +207.6% 356,866 $46.1M
Freestone Grove Partners LP 0.33% New 350,480 $45.2M
RNC Capital Management LLC 1.94% Add +0.7% 330,885 $42.7M
TD Asset Management Inc 0.03% Add +87.1% 326,317 $42.1M
Davis R M Inc. 0.72% Reduce -3.5% 323,879 $41.8M
Korea Investment CORP 0.08% Add +18.8% 313,727 $40.5M
Acadian Asset Management LLC 0.06% Add +20.5% 306,295 $39.5M
New York State Teachers Retirement System 0.08% Reduce -0.0% 306,106 $39.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -10.3% 305,751 $39.5M
Miller Howard Investments Inc. 1.13% Add +2.9% 290,810 $37.5M
ZWJ Investment Counsel Inc. 1.34% Reduce -0.2% 288,195 $37.2M
SG Americas Securities, LLC 0.05% Add +2691.8% 287,247 $37.1M
&partners 0.19% Add +6.0% 281,577 $36.3M
Brandywine Global Investment Management, LLC 0.25% Reduce -2.0% 280,896 $36.2M
Creative Planning 0.03% Add +8.8% 280,630 $36.2M
Old Republic International Corp. 1.46% No change 280,600 $36.2M
Susquehanna International Group, LLP 0.05% Add +319.1% 274,366 $35.4M
Squarepoint Ops LLC 0.07% Add +2396.0% 269,044 $34.7M
Quantinno Capital Management LP 0.07% Add +28.6% 268,152 $34.6M
Worldquant Millennium Advisors LLC 0.13% Reduce -78.3% 266,754 $34.4M
Cibc World Market Inc. 0.06% Add +119.3% 265,842 $34.3M
Empyrean Capital Partners, LP 1.27% Add +22.1% 264,800 $34.2M
Ieq Capital, LLC 0.10% Add +41.3% 264,260 $34.1M
State of Wisconsin Investment Board 0.07% Add +3.0% 256,111 $33.0M
DekaBank Deutsche Girozentrale 0.06% No change 199,461 $32.8M
STRS Ohio 0.12% Reduce -0.0% 253,653 $32.7M
Fort Washington Investment Advisors Inc. 0.17% Add +3.2% 242,425 $31.3M
Millennium Management 0.02% Reduce -69.2% 241,899 $31.2M
Advisory Resource Group 5.41% Reduce -0.5% 238,287 $30.7M
Cetera Investment Advisers 0.03% Add +3.6% 237,872 $30.7M
US Bancorp \de 0.04% Reduce -0.5% 236,347 $30.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -1.3% 227,368 $29.4M
CANADA LIFE ASSURANCE Co 0.05% Reduce -11.8% 226,118 $29.2M
Janney Montgomery Scott LLC 0.07% Add +1.3% 222,062 $28.7M
Stack Financial Management, Inc 2.14% Reduce -0.8% 217,473 $28.1M
Osaic Holdings, Inc. 0.04% Add +10.7% 215,322 $27.8M
Van Eck Associates Corp. 0.02% Reduce -22.7% 215,182 $27.8M
Franklin Resources Inc. 0.01% Add +0.9% 214,855 $27.7M
Pictet Asset Management Holding SA 0.03% Add +5.5% 214,279 $27.6M
Baird Financial Group, Inc. 0.04% Reduce -0.9% 212,515 $27.4M
Commonwealth Equity Services, LLC 0.04% Reduce -17.2% 211,917 $27.3M
TCTC Holdings, LLC 0.80% Reduce -0.3% 207,980 $26.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.0% 207,025 $26.7M
Torray Investment Partners LLC 4.09% Reduce -1.1% 206,595 $26.7M
Blair William & Co. 0.07% Reduce -6.6% 203,074 $26.2M
First Trust Advisors LP 0.02% Reduce -2.0% 198,114 $25.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.41% Reduce -9.0% 190,900 $24.6M
Robeco Institutional Asset Management B.V. 0.04% Add +10.3% 190,439 $24.6M
Hikari Power Ltd 1.94% No change 190,330 $24.6M
O'shaughnessy Asset Management, LLC 0.13% Add +19.1% 188,953 $24.4M
Natixis Advisors, LLC 0.03% Reduce -6.5% 186,915 $24.1M
MML Investors Services, LLC 0.06% Add +6.7% 185,128 $23.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +4.2% 183,707 $23.7M
Royal London Asset Management Ltd. 0.05% Add +2.7% 183,170 $23.6M
Asset Management One Co., Ltd. 0.06% Add +8.3% 180,906 $23.3M
Nisa Investment Advisors, LLC 0.08% Add +2.8% 178,559 $23.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +63.5% 172,691 $22.3M
Treasurer of the State of North Carolina 0.07% Reduce -7.9% 168,853 $21.8M
New York State Common Retirement Fund 0.03% No change 163,500 $21.1M
Ofi Invest Asset Management 0.30% Reduce -0.2% 187,608 $20.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +10.2% 151,226 $20.6M
Adams Natural Resources Fund, Inc. 3.04% Reduce -2.5% 155,475 $20.1M
Captrust Financial Advisors 0.04% Add +13.1% 153,788 $19.8M
Nomura Asset Management International Inc. 0.03% — 152,444 $19.7M
Rockefeller Capital Management L.P. 0.04% Add +5.4% 150,396 $19.4M
Nomura Asset Management Co. Ltd. 0.05% Add +2.2% 147,408 $19.0M
Bank of Nova Scotia 0.03% Add +166.5% 146,500 $18.9M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +760.0% 144,330 $18.6M
Chickasaw Capital Management LLC 0.76% Reduce -0.6% 143,779 $18.6M
Glenmede Trust Co. NA 0.09% — 143,277 $18.5M
Gabelli Funds LLC 0.12% Add +22.5% 140,750 $18.2M
Allspring Global Investments Holdings, LLC 0.03% Add +3.3% 139,014 $18.2M
F&V Capital Management, LLC 3.78% Add +0.9% 137,782 $17.8M
Wallington Asset Management, LLC 2.24% Add +0.6% 136,632 $17.6M
State of New Jersey Common Pension Fund D 0.06% Reduce -4.5% 136,511 $17.6M
Toronto Dominion Bank 0.03% Reduce -9.5% 135,709 $17.5M
Cwm, LLC 0.05% Add +26.6% 133,079 $17.2M
Keybank National Association 0.06% Reduce -2.2% 132,788 $17.1M
American Assets Investment Management, LLC 1.17% No change 130,800 $16.9M
Aventail Capital Group, LP 0.96% Add +13.2% 129,049 $16.7M
Public Employees Retirement System of Ohio 0.05% Reduce -3.3% 127,781 $16.5M
Aberdeen Group plc 0.03% Reduce -0.8% 127,106 $16.4M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.3% 125,506 $16.2M
CIBC Private Wealth Group LLC 0.03% Reduce -0.2% 120,789 $15.6M
Hikari Tsushin, Inc. 0.99% Reduce -5.5% 118,202 $15.3M
Kestra Private Wealth Services, LLC 0.19% Add +8.5% 116,938 $15.1M
American Century Companies Inc. 0.01% Add +32.9% 116,098 $15.0M
Arizona State Retirement System 0.08% Reduce -4.8% 113,347 $14.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +170.2% 112,340 $14.5M
Rafferty Asset Management, LLC 0.05% Reduce -6.6% 111,416 $14.4M
Mercer Global Advisors Inc. 0.02% Add +29.5% 110,827 $14.3M
Bollard Group LLC 0.37% Reduce -6.2% 109,684 $14.2M
Tortoise Capital Advisors, L.L.C. 0.18% Reduce -5.3% 109,584 $14.1M
Steward Partners Investment Advisory, LLC 0.08% Add +3.0% 109,084 $14.1M
Verity & Verity, LLC 1.09% Add +0.7% 108,945 $14.1M
Comerica Bank 0.06% Reduce -6.7% 107,543 $13.9M
SIR Capital Management, L.P. 1.53% New 106,930 $13.8M
Czech National Bank 0.09% Add +3.5% 106,245 $13.7M
Illinois Municipal Retirement Fund 0.17% Add +34.3% 106,169 $13.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +4.9% 106,006 $13.7M
Credit Agricole S A 0.04% Reduce -28.3% 105,972 $13.7M
State of Michigan Retirement System 0.07% Reduce -3.5% 105,512 $13.6M
Lawson Kroeker Investment Management Inc. 3.96% Reduce -31.2% 102,964 $13.3M
Public Sector Pension Investment Board 0.04% Reduce -5.6% 102,583 $13.2M
Pacific Heights Asset Management LLC 0.48% Add +11.1% 100,000 $12.9M
D.A. Davidson & Co. 0.08% Reduce -1.6% 98,226 $12.7M
OpenArc Corporate Advisory, LLC 0.21% — 98,182 $12.7M
MetLife Investment Management, LLC 0.06% Reduce -3.7% 97,976 $12.6M
Federated Hermes, Inc. 0.02% Add +2752.0% 97,711 $12.6M
Associated Banc-Corp 0.32% Reduce -0.6% 96,842 $12.5M
Venture Visionary Partners LLC 0.41% Add +22.0% 96,544 $12.5M
Jain Global LLC 0.13% New 96,433 $12.4M
CIBC Asset Management Inc 0.03% Add +66.4% 95,885 $12.4M
Voya Investment Management LLC 0.01% Reduce -12.1% 95,249 $12.3M
GF Fund Management Co. LTD. 0.21% Reduce -2.3% 95,217 $12.3M
Oppenheimer Asset Management Inc. 0.15% Reduce -2.7% 94,819 $12.2M
CCM Investment Advisers LLC 1.17% Add +0.5% 94,574 $12.2M
Schwerin Boyle Capital Management Inc. 1.34% Reduce -0.4% 94,491 $12.2M
State of Tennessee, Department of Treasury 0.04% Reduce -1.5% 84,707 $12.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -3.4% 93,722 $12.1M
Richard C. Young & CO., LTD. 1.08% Reduce -2.0% 93,657 $12.1M
Hamilton Capital Partners Inc. 0.44% Add +13.7% 93,560 $12.1M
HUB Investment Partners, LLC 0.32% Reduce -1.0% 91,224 $11.8M
Teacher Retirement System of Texas 0.04% Add +44.4% 90,826 $11.7M
Mattern Capital Management, LLC 1.38% Reduce -2.8% 90,449 $11.7M
Eldred Rock Partners, LLC 3.01% Reduce -10.9% 90,041 $11.6M
Kestra Advisory Services, LLC 0.05% Reduce -21.1% 88,193 $11.4M
ProShare Advisors LLC 0.02% Add +9.2% 88,101 $11.4M
Daymark Wealth Partners, LLC 0.36% Add +1.6% 87,035 $11.2M
Viking Fund Management LLC 1.30% No change 87,000 $11.2M
Daiwa Securities Group Inc. 0.04% Reduce -1.8% 86,955 $11.2M
Retirement Systems of Alabama 0.04% Reduce -0.6% 85,715 $11.1M
DNB Asset Management AS 0.04% Add +3.6% 85,043 $11.0M
Skba Capital Management LLC 1.52% Reduce -1.5% 83,235 $10.7M
Sanctuary Advisors, LLC 0.06% Reduce -2.1% 82,784 $10.7M
LMR Partners LLP 0.14% New 82,353 $10.6M
Amalgamated Bank 0.08% Add +5.0% 81,717 $10.5M
Weiss Asset Management LP 0.19% New 79,684 $10.3M
Heritage Investors Management Corp. 0.29% Reduce -2.2% 78,089 $10.1M
Marco Investment Management LLC 0.75% Reduce -1.4% 77,656 $10.0M
Jones Financial Companies LLLP 0.01% Add +14.8% 77,565 $10.0M
Advisory Services Network, LLC 0.14% Reduce -0.3% 76,169 $9.8M
Gotham Asset Management 0.04% Reduce -0.2% 74,557 $9.6M
Simmons Bank 0.64% Add +1.6% 74,319 $9.6M
Bryn Mawr Trust Advisors, LLC 0.46% Add +0.8% 74,001 $9.5M
Advisors Capital Management, LLC 0.11% Add +9.1% 73,851 $9.5M
Bokf, NA 0.14% Reduce -2.8% 73,366 $9.5M
Visionary Wealth Advisors 0.43% Reduce -0.5% 73,238 $9.5M
Sterling Capital Management LLC 0.15% Add +114.3% 72,720 $9.4M
B. Metzler seel. Sohn & Co. AG 0.08% Add +239.0% 72,635 $9.4M
Adell Harriman & Carpenter Inc. 0.56% Reduce -1.0% 72,215 $9.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +22.3% 71,590 $9.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 71,120 $9.2M
Wealthfront Advisers LLC 0.02% Reduce -1.1% 70,521 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +21.4% 70,339 $9.1M
Calamos Advisors LLC 0.05% Reduce -3.9% 69,137 $8.9M
Woodline Partners LP 0.03% Add +28.8% 68,768 $8.9M
Zacks Investment Management 0.07% Add +4120.5% 68,414 $8.8M
Lighthouse Investment Partners, LLC 0.29% Add +473.1% 68,394 $8.8M
Brown Advisory Inc. 0.01% Add +16.1% 68,353 $8.8M
Ensign Peak Advisors, Inc 0.02% Reduce -15.5% 67,889 $8.8M
Osborne Partners Capital Management, LLC 0.45% Add +0.6% 67,687 $8.7M
Utah Retirement Systems 0.08% Reduce -0.4% 67,104 $8.7M
Pathstone Holdings, LLC 0.03% Reduce -0.1% 66,672 $8.6M
Vanguard Personalized Indexing Management, LLC 0.08% Add +16.5% 65,533 $8.5M
Eurizon Capital SGR S.p.A. 0.03% — 64,859 $8.4M
Guggenheim Capital LLC 0.06% Reduce -35.2% 64,097 $8.3M
ExodusPoint Capital Management, LP 0.09% New 63,586 $8.2M
Horizon Investments, LLC 0.10% Add +478.4% 63,290 $8.2M
Foundation Resource Management Inc. 1.08% Reduce -0.1% 62,800 $8.1M
NFJ Investment Group, LLC 0.29% Add +359.2% 62,574 $8.1M
Rodgers Brothers Inc. 0.96% Reduce -3.8% 62,238 $8.0M
IFM Investors Pty Ltd 0.07% Reduce -6.9% 62,141 $8.0M
Cambria Investment Management, L.P. 0.47% Reduce -4.0% 61,950 $8.0M
Allworth Financial LP 0.03% Add +235.0% 61,691 $8.0M
Mackenzie Financial Corp. 0.01% Add +31.3% 61,492 $8.0M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -6.3% 61,436 $7.9M
Swiss Life Asset Management Ltd 0.04% Add +6.3% 61,096 $7.9M
Xponance LLC 0.06% Reduce -16.9% 61,010 $7.9M
Walleye Trading LLC 0.12% Reduce -25.9% 59,057 $7.6M
Strategic Planning Group, LLC 0.97% Add +8.5% 58,540 $7.6M
TD Waterhouse Canada Inc. 0.05% Add +3.4% 58,344 $7.5M
Nordwand Advisors, LLC 1.32% Add +0.2% 58,326 $7.5M
Cypress Capital Group 0.84% Reduce -0.5% 58,065 $7.5M
Telos Capital Management, Inc. 0.70% Add +2.5% 57,803 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -6.9% 53,651 $7.4M
Bridgewater Associates 0.03% Add +110.5% 57,517 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -46.3% 57,380 $7.4M
Concurrent Investment Advisors, LLC 0.08% Add +66.7% 56,656 $7.3M
Generali Asset Management SPA SGR 0.15% Add +63.5% 56,647 $7.3M
LBP Am SA 0.08% Add +237.8% 56,380 $7.3M
AG2R La Mondiale Gestion D'actifs 0.32% Add +6.2% 56,100 $7.2M
Cibc World Markets Corp. 0.04% — 56,091 $7.2M
First Fiduciary Investment Counsel, Inc. 1.40% Reduce -0.5% 55,958 $7.2M
First Manhattan Co. Llc. 0.02% Add +133.6% 55,494 $7.2M
New York Life Investment Management LLC 0.06% Add +0.7% 55,275 $7.1M
USS Investment Management Ltd 0.04% No change 55,077 $7.1M
Macquarie Group Ltd. 0.03% Add +10.3% 54,958 $7.1M
NEOS Investment Management LLC 0.04% Reduce -2.6% 54,589 $7.0M
Royal Fund Management, LLC 0.64% Add +20.6% 53,901 $7.0M
Icon Advisers Inc. 1.52% Add +132.3% 53,417 $6.9M
MAI Capital Management 0.04% Add +0.0% 53,363 $6.9M
Man Group plc 0.01% Add +34.0% 53,245 $6.9M
Advisors Asset Management, Inc. 0.12% Add +0.2% 53,089 $6.9M
Rakuten Investment Management, Inc. 0.02% Reduce -51.3% 53,055 $6.8M
J.W. Cole Advisors, Inc. 0.16% Reduce -3.3% 52,715 $6.7M
Thrivent Financial for Lutherans 0.01% Add +89.4% 51,396 $6.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.5% 51,340 $6.6M
Nissay Asset Management Corp. /Japan 0.03% Add +0.2% 51,065 $6.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.1% 50,836 $6.6M
Mirador Capital Partners LP 0.89% Add +1.0% 50,549 $6.5M
RBF Capital, LLC 0.29% No change 50,000 $6.5M
Lido Advisors, LLC 0.03% Reduce -1.7% 46,970 $6.4M
Spirit of America Management Corp. 1.34% Reduce -8.3% 49,036 $6.3M
Kornitzer Capital Management Inc. 0.13% Reduce -2.4% 48,762 $6.3M
Stablepoint Partners, LLC 0.97% Add +1.1% 48,389 $6.2M
Aptus Capital Advisors, LLC 0.05% Add +7.4% 48,180 $6.2M
Level Four Advisory Services, LLC 0.20% Add +6.7% 48,041 $6.2M
Scissortail Wealth Management, LLC 1.40% Reduce -0.5% 47,478 $6.1M
Great Lakes Advisors, LLC 0.05% Add +18.8% 47,441 $6.1M
Dakota Wealth Management 0.11% Add +14.6% 46,666 $6.0M
Alphadyne Asset Management LP 0.60% New 46,598 $6.0M
Leavell Investment Management, Inc. 0.25% Add +0.5% 46,452 $6.0M
Commerce Bank 0.03% Reduce -4.0% 46,315 $6.0M
Stolper Co 1.75% Add +1.3% 46,164 $6.0M
Oregon Public Employees Retirement Fund 0.08% No change 46,160 $6.0M
ING Groep NV 0.04% New 46,072 $5.9M
Salem Investment Counselors Inc. 0.17% No change 46,041 $5.9M
River Road Asset Management, LLC 0.06% Reduce -39.6% 45,786 $5.9M
Disciplined Investments, LLC 2.26% Add +0.4% 45,491 $5.9M
Wesbanco Bank Inc. 0.16% Reduce -3.6% 45,452 $5.9M
Atlantic Union Bankshares Corp 0.11% Reduce -1.7% 44,279 $5.7M
Oppenheimer & Co. Inc. 0.08% Reduce -22.5% 44,081 $5.7M
Infrastructure Capital Advisors, LLC 0.93% Add +291.0% 43,667 $5.6M
Pinkerton Wealth, LLC 0.57% Reduce -0.2% 43,288 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -1.2% 43,257 $5.6M
Arkadios Wealth Advisors 0.11% Add +5.2% 43,160 $5.6M
Kingsview Wealth Management, LLC 0.08% Reduce -32.9% 42,975 $5.5M
AlTi Global, Inc. 0.12% Reduce -10.5% 42,629 $5.5M
Canal Insurance CO 1.33% No change 42,500 $5.5M
Alley Investment Management Company, LLC 0.64% Reduce -0.8% 42,191 $5.4M
HM Payson & Co. 0.08% Reduce -0.7% 42,164 $5.4M
Trajan Wealth LLC 0.23% Add +0.4% 41,967 $5.4M
Fiera Capital Corp 0.02% Add +0.7% 41,953 $5.4M
Sovereign Investment Advisors, LLC 1.35% Reduce -0.5% 41,941 $5.4M
SevenBridge Financial Group, LLC 0.87% Add +4.4% 38,496 $5.4M
King Luther Capital Management Corp. 0.02% Reduce -1.6% 41,854 $5.4M
Navellier & Associates Inc. 0.60% Reduce -14.6% 41,762 $5.4M
Rothschild Investment LLC 0.29% Add +0.7% 41,376 $5.3M
Kesler, Norman & Wride, LLC 0.91% Reduce -0.6% 41,231 $5.3M
San Luis Wealth Advisors LLC 0.89% Add +4.9% 41,039 $5.3M
Heritage Trust Co 0.54% Reduce -1.2% 41,021 $5.3M
Pacer Advisors, Inc. 0.01% Reduce -10.8% 40,858 $5.3M
Commerzbank Aktiengesellschaft 0.11% Add +6.3% 40,678 $5.2M
Park Avenue Securities LLC 0.04% Add +3.3% 40,646 $5.2M
Trexquant Investment LP 0.05% Reduce -67.9% 40,539 $5.2M
Texas Yale Capital Corp. 0.16% No change 40,323 $5.2M
Altrius Capital Management Inc 1.09% Reduce -0.8% 40,007 $5.2M
State of Alaska, Department of Revenue 0.05% Reduce -7.7% 40,005 $5.2M
Coldstream Capital Management Inc. 0.07% Reduce -5.5% 40,002 $5.2M
Moore Capital Management, LP 0.11% New 40,000 $5.2M
Vontobel Holding Ltd. 0.02% Add +23.4% 39,484 $5.1M
Beacon Pointe Advisors, LLC 0.04% Add +43.3% 39,298 $5.1M
True Freedom Investing, LLC 0.35% New 39,238 $5.1M
Alpha Omega Wealth Management LLC 0.84% Reduce -0.5% 39,129 $5.0M
Thomist Capital Management, LP 1.37% New 38,900 $5.0M
Montgomery Investment Management Inc. 1.81% Reduce -0.3% 38,898 $5.0M
MidFirst Bank 0.39% — 38,373 $5.0M
Schroder Investment Management Group 0.00% Reduce -15.5% 38,248 $4.9M
Huntington National Bank 0.04% Reduce -3.5% 37,865 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -71.3% 37,776 $4.9M
Old National Bancorp 0.08% Reduce -17.6% 37,769 $4.9M
Compass Wealth Management LLC 1.21% Reduce -6.1% 37,612 $4.9M
Ticino Wealth 1.78% — 37,275 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 37,094 $4.8M
NewSquare Capital LLC 0.42% Reduce -29.1% 36,805 $4.7M
Ancora Advisors LLC 0.10% Reduce -0.4% 36,672 $4.7M
Sequoia Financial Advisors, LLC 0.03% Add +19.4% 36,616 $4.7M
KBC Group NV 0.01% No change 36,565 $4.7M
Nexpoint Asset Management, L.P. 0.33% No change 36,475 $4.7M
Jefferies Financial Group Inc. 0.04% New 36,458 $4.7M
United Capital Financial Advisors, LLC 0.03% Reduce -2.3% 36,368 $4.7M
Parr McKnight Wealth Management Group, LLC 0.61% Add +0.1% 36,214 $4.7M
UniSuper Management Pty Ltd 0.03% Reduce -5.3% 36,092 $4.7M
Farmers & Merchants Investments Inc. 0.13% Reduce -4.6% 35,799 $4.6M
Pinnacle Associates Ltd. 0.06% Add +9.0% 35,279 $4.6M
Waverly Advisors, LLC 0.04% Reduce -15.9% 34,807 $4.5M
Brady Family Wealth, LLC 1.39% Add +0.1% 34,787 $4.5M
Kenora Financial, LLC 1.51% No change 34,757 $4.5M
Cary Street Partners Financial LLC 0.11% Reduce -0.9% 34,667 $4.5M
Prospera Financial Services Inc 0.07% Reduce -0.9% 34,461 $4.4M
HB Wealth Management, LLC 0.03% Add +4.3% 34,466 $4.4M
Investment Management Corp of Ontario 0.06% Add +46.0% 34,330 $4.4M
Community Bank & Trust, Waco, Texas 0.90% Reduce -1.2% 33,842 $4.4M
Gladstone Institutional Advisory LLC 0.16% Reduce -4.4% 33,821 $4.4M
Martin Capital Partners, LLC 1.64% Add +0.2% 33,801 $4.4M
Opus Investment Management Inc. 2.65% No change 33,800 $4.4M
Colonial Trust Advisors 0.32% Reduce -9.1% 33,275 $4.3M
Marshall Wace, LLP 0.00% Reduce -91.1% 33,268 $4.3M
Meyer Handelman Co. 0.13% Reduce -0.6% 33,072 $4.3M
Composition Wealth, LLC 0.06% Add +0.2% 32,813 $4.2M
Stratos Investment Management, LLC 0.17% Add +1.4% 32,728 $4.2M
Nations Financial Group Inc, /Ia/ 0.22% Reduce -0.5% 32,630 $4.2M
Private Advisor Group, LLC 0.02% Reduce -3.8% 32,558 $4.2M
Independent Advisor Alliance 0.10% Reduce -1.6% 32,320 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -85.8% 32,301 $4.2M
Chatham Capital Group, Inc. 0.59% Reduce -1.4% 32,300 $4.2M
Merit Financial Group, LLC 0.03% Add +32.5% 31,557 $4.1M
OP Asset Management Ltd 0.05% No change 31,338 $4.0M
Mizuho Securities USA LLC 0.07% Reduce -0.3% 29,338 $4.0M
Benjamin Edwards Inc. 0.04% Reduce -0.7% 31,007 $4.0M
Allstate Corp. 0.05% Add +115.5% 30,993 $4.0M
Farther Finance Advisors, LLC 0.04% Add +56.8% 30,961 $4.0M
Virginia Wealth Management Group, Inc. 2.32% Add +1.0% 30,718 $4.0M
UMB Bank, n.a. 0.05% Reduce -15.8% 30,426 $3.9M
Quotient Wealth Partners, LLC 0.10% Reduce -17.6% 30,377 $3.9M
Carnegie Investment Counsel 0.07% Reduce -1.8% 30,274 $3.9M
OMERS ADMINISTRATION Corp 0.03% Add +93.3% 30,252 $3.9M
First American Bank 0.23% Reduce -0.8% 29,802 $3.8M
MH & Associates Securities Management Corp. 3.13% — 29,747 $3.8M
Glass Wealth Management Co LLC 1.57% Reduce -4.8% 29,599 $3.8M
NorthCrest Asset Manangement, LLC 0.08% Add +14.8% 27,068 $3.8M
Norinchukin Bank, The 0.04% Add +8.5% 29,027 $3.7M
Wedbush Securities Inc. 0.11% Add +26.1% 28,929 $3.7M
First Financial Bankshares Inc 0.07% Reduce -22.1% 28,842 $3.7M
OneDigital Investment Advisors LLC 0.04% Add +2.9% 28,839 $3.7M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -7.0% 28,823 $3.7M
Diversified Trust Co. 0.07% Add +2.6% 28,821 $3.7M
Ellerson Group Inc. 2.51% Reduce -3.2% 28,701 $3.7M
Nkcfo LLC 1.07% Add +100.0% 28,650 $3.7M
Praxis Investment Management Inc. 0.22% Reduce -8.8% 28,580 $3.7M
German American Bancorp, Inc. 0.31% Reduce -0.8% 28,522 $3.7M
Cardinal Capital Management 0.49% Add +0.9% 28,473 $3.7M
Pinnacle Financial Partners, Inc. 0.03% — 28,318 $3.7M
Orion Porfolio Solutions, LLC 0.03% Add +3.3% 28,159 $3.6M
Colonial Trust Co / SC 0.48% Reduce -9.8% 27,794 $3.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +331.2% 27,572 $3.6M
Canada Post Corp Registered Pension Plan 0.13% Add +82.3% 27,130 $3.5M
Engineers Gate Manager LP 0.04% Reduce -62.6% 26,909 $3.5M
Beacon Financial Group 0.34% Reduce -3.4% 26,883 $3.5M
DAVENPORT & Co LLC 0.02% Add +2.0% 26,500 $3.4M
Metis Global Partners, LLC 0.08% Reduce -6.0% 26,443 $3.4M
Assenagon Asset Management S.A. 0.01% Reduce -88.1% 26,296 $3.4M
Principle Wealth Partners LLC 0.19% No change 26,204 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +75.3% 26,106 $3.4M
Citizens National Bank Trust Department 0.58% Reduce -0.5% 26,057 $3.4M
Parsons Capital Management Inc. 0.18% Reduce -1.5% 25,970 $3.4M
CENTRAL TRUST Co 0.07% Reduce -3.6% 25,895 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.4% 25,811 $3.3M
Prudential PLC 0.03% Add +313.0% 25,683 $3.3M
Kentucky Retirement Systems 0.09% No change 25,594 $3.3M
U.S. Capital Wealth Advisors, LLC 0.09% Add +36.1% 25,484 $3.3M
Franklin, Parlapiano, Turner & Welch, LLC 0.82% Reduce -27.0% 23,743 $3.3M
Rockline Wealth Management, LLC 0.66% Add +5.5% 25,241 $3.3M
O'Keefe Stevens Advisory, Inc. 0.84% Add +1.3% 25,007 $3.2M
Ramirez Asset Management, Inc. 0.43% No change 25,002 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +0.4% 24,527 $3.2M
Cheviot Value Management, LLC 0.31% Add +0.1% 22,146 $3.1M
Baxter Bros Inc. 0.36% Reduce -1.3% 24,336 $3.1M
Choreo, LLC 0.04% Add +0.2% 23,698 $3.1M
First National Bank of Omaha 0.09% Add +35.8% 23,538 $3.0M
BTC Capital Management, Inc. 0.21% New 23,457 $3.0M
Agman Capital LLC 2.57% — 23,402 $3.0M
Hartford Investment Management Co. 0.09% Reduce -1.7% 23,258 $3.0M
Catherine Avery Investment Management LLC 1.79% Add +1.5% 23,216 $3.0M
International Assets Investment Management, LLC 0.20% Add +19.8% 22,993 $3.0M
Candriam S.C.A. 0.01% Add +8.9% 22,955 $3.0M
Tocqueville Asset Management L.P. 0.04% Reduce -1.4% 22,929 $3.0M
Sendero Wealth Management, LLC 0.33% Reduce -17.1% 22,863 $3.0M
Janus Henderson Group PLC 0.00% Add +3.7% 22,853 $2.9M
Azzad Asset Management Inc. 0.29% Add +2.9% 22,836 $2.9M
Convergence Investment Partners, LLC 0.58% Reduce -13.8% 22,695 $2.9M
Crossmark Global Holdings, Inc. 0.04% Add +9.4% 22,680 $2.9M
Exencial Wealth Advisors, LLC 0.09% Add +2.7% 22,409 $2.9M
Community Bank, N.A. 0.34% Reduce -0.0% 22,402 $2.9M
Equitable Trust Co. 0.13% Add +1.4% 22,243 $2.9M
Americana Partners, LLC 0.08% Add +3.1% 22,087 $2.9M
New Age Alpha Advisors, LLC 0.12% Add +9.3% 21,842 $2.8M
Mader & Shannon Wealth Management, Inc. 1.38% No change 20,661 $2.8M
HBK Sorce Advisory LLC 0.06% Add +2.0% 17,637 $2.8M
Ameritas Investment Partners, Inc. 0.08% Reduce -7.5% 21,325 $2.8M
KMG Fiduciary Partners, LLC 0.20% Add +2.6% 21,289 $2.7M
Riverview Capital Advisers, LLC 0.83% Reduce -0.9% 21,282 $2.7M
Geneos Wealth Management Inc. 0.07% Reduce -0.1% 21,233 $2.7M
Summit Trail Advisors, LLC 0.05% Add +0.9% 21,172 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.09% Reduce -0.9% 21,104 $2.7M
Nomura Holdings Inc. 0.01% Add +27.6% 20,981 $2.7M
Somerset Trust Co 0.83% Add +1.4% 20,937 $2.7M
DCM Advisors, LLC 1.12% No change 20,935 $2.7M
Abn Amro Investment Solutions 0.04% New 20,894 $2.7M
Argyle Capital Management, LLC 0.90% No change 20,867 $2.7M
Mitchell & Pahl Private Wealth, LLC 1.11% Add +2.1% 20,681 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -2.8% 20,600 $2.7M
Gulf International Bank (UK) Ltd 0.09% No change 20,530 $2.6M
Silvercrest Asset Management Group LLC 0.02% Reduce -4.7% 20,482 $2.6M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -2.5% 20,408 $2.6M
Vise Technologies, Inc. 0.05% Add +30.6% 20,327 $2.6M
Walleye Capital LLC 0.02% Add +14.0% 20,323 $2.6M
Aquatic Capital Management LLC 0.07% Reduce -72.7% 20,185 $2.6M
Maryland State Retirement & Pension System 0.05% No change 20,151 $2.6M
Midwest Trust Co 0.03% Reduce -3.1% 20,149 $2.6M
Cullen/Frost Bankers, Inc. 0.03% Add +8.4% 20,108 $2.6M
Fifth Third Bancorp 0.01% Reduce -6.5% 19,908 $2.6M
First Nebraska Trust Co 0.23% Reduce -2.8% 19,853 $2.6M
Huntleigh Advisors, Inc. 0.43% Add +9.0% 19,617 $2.5M
SWS Partners 0.61% Reduce -0.3% 19,543 $2.5M
Becker Capital Management Inc. 0.07% Reduce -1.0% 19,355 $2.5M
Cresset Asset Management, LLC 0.01% Add +0.8% 19,327 $2.5M
Tulsa Wealth Advisors, INC 0.83% — 19,325 $2.5M
Hilltop Holdings Inc. 0.15% Reduce -5.6% 19,318 $2.5M
GC Wealth Management RIA, LLC 0.09% Reduce -18.2% 19,307 $2.5M
Stratos Wealth Partners, LTD. 0.03% Add +2.3% 19,281 $2.5M
QRG Capital Management, Inc. 0.03% Add +50.6% 19,164 $2.5M
Kovack Advisors, Inc. 0.12% Add +33.5% 18,998 $2.5M
City Holding Co. 0.29% Add +1.8% 18,562 $2.4M
Laird Norton Wetherby Trust Company, LLC 0.05% New 18,532 $2.4M
New Mexico Educational Retirement Board 0.07% Add +0.5% 18,528 $2.4M
Mediolanum International Funds Ltd 0.02% Reduce -88.3% 18,389 $2.4M
Argonautica Private Wealth Management, Inc. 0.70% Reduce -3.0% 18,419 $2.4M
EP Wealth Advisors, LLC 0.01% — 18,392 $2.4M
Caprock Group, LLC 0.05% Add +2.5% 18,349 $2.4M
Brookstone Capital Management 0.03% Reduce -7.1% 18,294 $2.4M
Cherokee Insurance Co 0.95% No change 18,150 $2.3M
McDonald Partners LLC 0.73% Reduce -17.7% 18,064 $2.3M
Savant Capital, LLC 0.01% Add +5.4% 18,052 $2.3M
Summit Financial, LLC 0.03% Reduce -2.9% 17,905 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% No change 17,729 $2.3M
Atria Investments, Inc 0.03% Add +0.5% 17,704 $2.3M
Procyon Advisors, LLC 0.11% Reduce -2.4% 17,624 $2.3M
Wilmington Savings Fund Society, FSB 0.05% No change 17,437 $2.3M
Caldwell Trust Co 0.20% Add +11.4% 17,389 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +0.1% 17,336 $2.2M
Mutual Advisors, LLC 0.05% Reduce -0.4% 17,256 $2.2M
Clifford Swan Investment Counsel LLC 0.07% No change 17,252 $2.2M
Wisconsin Capital Management LLC 1.12% Add +1.4% 17,215 $2.2M
PFW Advisors LLC 0.67% Reduce -7.2% 17,154 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.16% No change 17,120 $2.2M
First National Advisers, LLC 0.30% Add +0.2% 17,064 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% No change 17,014 $2.2M
Stock Yards Bank & Trust Co. 0.07% Add +0.3% 16,987 $2.2M
Tiaa Trust, National Association 0.01% Add +0.5% 16,983 $2.2M
Twin Capital Management Inc. 0.27% New 16,863 $2.2M
Bank Ozk 0.77% Add +2.2% 16,852 $2.2M
Ethic Inc. 0.03% Add +6.0% 16,814 $2.2M
Osmosis Investment Management UK Ltd 0.05% — 16,780 $2.2M
Prime Capital Investment Advisors, LLC 0.03% Reduce -8.8% 16,734 $2.2M
Auxier Asset Management LLC 0.30% Reduce -0.9% 16,733 $2.2M
Northside Capital Management, LLC 0.19% No change 16,725 $2.2M
Tidal Investments LLC 0.01% Add +13.6% 16,651 $2.1M
Patten & Patten Inc. 0.13% Reduce -10.3% 16,593 $2.1M
MUFG Securities EMEA plc 0.02% Add +113.5% 16,518 $2.1M
Vident Advisory, LLC 0.02% Reduce -4.6% 16,372 $2.1M
XML Financial, LLC 0.17% Reduce -6.6% 16,283 $2.1M
Jane Street Group, LLC 0.00% Add +9.6% 16,276 $2.1M
XTX Topco Ltd 0.06% Add +182.0% 16,266 $2.1M
Equitable Holdings, Inc. 0.01% Add +20.7% 16,229 $2.1M
Herold Advisors, Inc. 0.47% Reduce -1.7% 16,225 $2.1M
Raiffeisen Bank International AG 0.03% Add +111.4% 16,152 $2.1M
Birch Financial Group, LLC 1.19% Add +0.0% 16,141 $2.1M
Neville Rodie & Shaw Inc. 0.15% Reduce -0.4% 16,131 $2.1M
TBH Global Asset Management, LLC 0.35% Add +3.3% 16,115 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.4% 15,928 $2.1M
Koshinski Asset Management, Inc. 0.13% Reduce -0.5% 15,876 $2.0M
Marion Wealth Management 0.45% Add +2.0% 14,459 $2.0M
Great Lakes Retirement, Inc. 0.21% Add +3.2% 15,859 $2.0M
Private Management Group Inc. 0.06% Reduce -1.9% 15,809 $2.0M
William B. Walkup & Associates, Inc. 1.11% Add +0.1% 15,777 $2.0M
Keystone Wealth Services, LLC 0.43% Reduce -1.7% 15,741 $2.0M
Capital Advisors Inc. 0.03% Add +6.8% 15,701 $2.0M
Krilogy Financial LLC 0.07% Add +1.9% 14,412 $2.0M
RFG Advisory, LLC 0.04% Add +20.6% 15,639 $2.0M
Curi Capital, LLC 0.03% Add +147.9% 15,534 $2.0M
Foundations Investment Advisors, LLC 0.03% Add +51.9% 15,376 $2.0M
Regions Financial Corp. 0.01% Reduce -12.0% 15,376 $2.0M
Independent Solutions Wealth Management, LLC 0.36% Add +1.2% 15,344 $2.0M
IHT Wealth Management, LLC 0.05% Add +27.3% 15,326 $2.0M
Mattern Wealth Management LLC 0.38% Reduce -1.8% 15,129 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -3.5% 15,106 $1.9M
Empirical Finance, LLC 0.09% Reduce -4.3% 14,971 $1.9M
Ashton Thomas Private Wealth, LLC 0.05% Add +5.8% 14,959 $1.9M
Valeo Financial Advisors, LLC 0.04% Reduce -0.2% 14,846 $1.9M
Brooklyn Investment Group 0.09% Add +217.4% 14,887 $1.9M
GAMMA Investing LLC 0.10% Add +4.6% 14,738 $1.9M
Alkeme Wealth, LLC 0.81% No change 14,725 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +0.1% 14,726 $1.9M
Flagship Capital Management Inc. 1.33% — 14,610 $1.9M
Burney Co./ 0.06% Reduce -1.3% 14,578 $1.9M
Curbstone Financial Management Corp 0.36% Reduce -0.3% 14,554 $1.9M
Havemeyer Place LP 0.37% — 14,518 $1.9M
Bleakley Financial Group, LLC 0.03% Add +16.3% 14,414 $1.9M
Avantax Planning Partners, Inc. 0.05% Reduce -2.6% 14,388 $1.9M
Highland Capital Management, LLC 0.09% New 14,333 $1.8M
Stephens Inc. 0.02% Reduce -0.6% 14,324 $1.8M
SouthState Bank Corp 0.08% Add +0.3% 14,277 $1.8M
Axq Capital, LP 0.41% New 14,210 $1.8M
YHB Investment Advisors, Inc. 0.13% Add +1.5% 14,183 $1.8M
GAMCO Investors 0.02% Reduce -4.6% 14,177 $1.8M
Wilkins Investment Counsel Inc. 0.27% Reduce -6.6% 14,118 $1.8M
Haverford Trust Co 0.02% Add +0.1% 14,096 $1.8M
Profund Advisors LLC 0.06% Reduce -14.1% 14,083 $1.8M
Segment Wealth Management, LLC 0.11% Add +0.4% 14,071 $1.8M
North Dakota State Investment Board 0.07% — 13,983 $1.8M
PFG Investments, LLC 0.09% Reduce -11.2% 13,979 $1.8M
Logan Capital Management Inc. 0.07% No change 13,715 $1.8M
Harvest Portfolios Group Inc. 0.03% Add +0.1% 13,705 $1.8M
Counterweight Ventures, LLC 0.99% Reduce -0.2% 13,702 $1.8M
Everett Harris & Co. 0.02% No change 13,620 $1.8M
Gateway Investment Advisers LLC 0.02% Add +3.3% 13,593 $1.8M
Schonfeld Strategic Advisors LLC 0.01% New 13,572 $1.8M
River Wealth Advisors LLC 0.20% Reduce -9.7% 13,513 $1.7M
Energy Income Partners, LLC 0.03% Add +1.3% 13,501 $1.7M
Capitolis Liquid Global Markets LLC 0.01% New 13,463 $1.7M
Private Capital Management, LLC 0.16% Add +0.0% 13,402 $1.7M
Apollon Wealth Management, LLC 0.03% Reduce -5.0% 13,296 $1.7M
Nicholson Wealth Management Group, LLC 1.00% Reduce -1.4% 13,267 $1.7M
Genus Capital Management Inc. 0.20% New 13,225 $1.7M
CWC Advisors, LLC. 0.82% Reduce -1.4% 13,168 $1.7M
Paragon Capital Management LLC 0.86% Reduce -1.2% 13,131 $1.7M
TD Private Client Wealth LLC 0.04% Reduce -7.2% 13,075 $1.7M
Parcion Private Wealth LLC 0.10% Add +14.8% 13,043 $1.7M
Legato Capital Management LLC 0.14% New 12,940 $1.7M
Westwood Holdings Group Inc. 0.01% Add +12.4% 12,886 $1.7M
Rowlandmiller & Partners.adv 0.32% Add +0.9% 12,882 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 12,874 $1.7M
Chicago Partners Investment Group LLC 0.04% Add +2.9% 11,703 $1.7M
Meeder Advisory Services, Inc. 0.07% Add +7.2% 12,804 $1.7M
Flavin Financial Services, Inc. 1.13% Add +0.9% 12,796 $1.7M
Sustainable Insight Capital Management, LLC 0.55% Add +6.7% 12,751 $1.6M
Bessemer Group Inc. 0.00% Add +6.4% 12,644 $1.6M
Ar Asset Management Inc. 0.34% No change 12,600 $1.6M
Tweedy, Browne Co LLC 0.13% No change 12,502 $1.6M
Wedmont Private Capital 0.06% Reduce -1.7% 11,685 $1.6M
World Investment Advisors 0.03% Add +5.1% 12,407 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.7% 12,396 $1.6M
Intech Investment Management LLC 0.01% Reduce -31.1% 12,369 $1.6M
Groupama Asset Managment 0.02% Reduce -9.4% 12,315 $1.6M
AE Wealth Management LLC 0.01% Add +15.3% 12,304 $1.6M
Marble Wealth, LLC 0.22% — 12,296 $1.6M
Hancock Whitney Corp. 0.03% Reduce -0.8% 12,271 $1.6M
Fisher Asset Management 0.00% Add +30.3% 12,222 $1.6M
Clearstead Advisors, LLC 0.02% Add +3.2% 12,184 $1.6M
Carret Asset Management, LLC 0.15% Reduce -1.2% 12,076 $1.6M
Crescent Sterling, Ltd. 1.60% Reduce -2.0% 12,059 $1.6M
Evercore Wealth Management, LLC 0.02% No change 12,034 $1.6M
Pallas Capital Advisors LLC 0.05% Add +15.7% 12,017 $1.6M
Cannell & Spears LLC 0.03% Reduce -0.2% 12,006 $1.5M
Pathway Financial Advisers, LLC 0.45% Add +0.1% 12,003 $1.5M
Mgo One Seven LLC 0.03% Add +28.0% 11,948 $1.5M
Inscription Capital, LLC 0.16% Add +22.1% 11,874 $1.5M
Independent Financial Group, LLC 0.03% Reduce -5.4% 11,768 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.8% 11,718 $1.5M
Hilltop National Bank 0.37% Add +9.0% 11,715 $1.5M
Columbia Bank 0.42% Add +1.4% 11,709 $1.5M
Global Retirement Partners, LLC 0.03% Add +31.4% 11,681 $1.5M
BNP Paribas 0.04% New 11,651 $1.5M
Fruth Investment Management 0.40% No change 11,623 $1.5M
Versor Investments LP 0.23% Add +480.0% 11,600 $1.5M
Red Cedar Investment Management, LLC 0.16% No change 11,596 $1.5M
Jacobi Capital Management LLC 0.09% Reduce -1.7% 11,594 $1.5M
First Interstate Bank 0.08% Reduce -17.1% 11,557 $1.5M
NewEdge Wealth, LLC 0.02% Add +30.5% 11,541 $1.5M
Shelton Capital Management 0.03% No change 11,508 $1.5M
Axxcess Wealth Management, LLC 0.03% Add +68.1% 11,285 $1.5M
Sowell Financial Services LLC 0.05% Add +1.4% 11,261 $1.5M
Boyd Watterson Asset Management LLC 0.42% Reduce -0.9% 11,237 $1.5M
Weaver C. Barksdale & Associates, Inc. 1.52% Reduce -11.1% 11,203 $1.4M
Snowden Capital Advisors LLC 0.04% Add +0.6% 11,079 $1.4M
Principal Securities, Inc. 0.02% Add +16.7% 11,074 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -43.9% 10,956 $1.4M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.5% 10,919 $1.4M
Interval Partners, LP 0.03% New 10,911 $1.4M
HRT Financial LP 0.00% New 10,896 $1.4M
Mufg Securities Americas Inc. 0.09% Reduce -0.4% 10,855 $1.4M
Legacy Financial Advisors, Inc. 0.19% Reduce -0.2% 10,755 $1.4M
DT Investment Partners, LLC 0.11% No change 10,736 $1.4M
Alpine Woods Capital Investors, LLC 0.33% Add +2.2% 10,731 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 10,728 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -19.6% 10,639 $1.4M
CFM Wealth Partners LLC 0.20% Add +0.1% 10,623 $1.4M
Wahed Invest LLC 0.18% Reduce -4.8% 10,611 $1.4M
Wealthspire Advisors, LLC 0.01% Add +39.8% 10,607 $1.4M
Elevation Point Wealth Partners, LLC 0.07% Reduce -5.6% 10,598 $1.4M
Parallel Advisors, LLC 0.03% Add +5.0% 10,557 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -45.8% 10,531 $1.4M
Cercano Management LLC 0.05% New 10,522 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +30.9% 10,510 $1.4M
Bangor Savings Bank 0.11% Reduce -7.1% 10,465 $1.4M
Bragg Financial Advisors, Inc 0.04% Reduce -1.1% 10,402 $1.3M
iSAM Funds (UK) Ltd 0.48% Reduce -21.6% 10,365 $1.3M
Donoghue Forlines LLC 0.41% Reduce -8.7% 10,337 $1.3M
Quadrature Capital Ltd 0.01% Reduce -19.7% 10,326 $1.3M
Thoroughbred Financial Services, LLC 0.08% Add +22.8% 10,305 $1.3M
Moors & Cabot, Inc. 0.06% Add +1.3% 10,293 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +0.4% 8,373 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.46% Add +389.1% 10,232 $1.3M
Moneta Group Investment Advisors LLC 0.01% Reduce -11.1% 10,217 $1.3M
Sienna Gestion 0.08% New 10,224 $1.3M
Smith Group Asset Management, LLC 0.07% Add +0.4% 10,154 $1.3M
Tower Bridge Advisors 0.13% Reduce -1.0% 10,148 $1.3M
Monetta Financial Services Inc. 0.93% No change 10,100 $1.3M
Beese Fulmer Investment Management, Inc. 0.08% Add +55.9% 10,075 $1.3M
Verdence Capital Advisors LLC 0.08% Reduce -2.3% 10,013 $1.3M
Sigma Planning Corp 0.04% Add +3.1% 9,958 $1.3M
Delta Financial Advisors LLC 0.33% Reduce -0.8% 9,956 $1.3M
Intrust Bank NA 0.11% Reduce -51.3% 9,934 $1.3M
Evolve Private Wealth, LLC 0.08% — 9,847 $1.3M
FourThought Financial Partners, LLC 0.11% Reduce -13.5% 9,842 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -25.8% 9,830 $1.3M
Avior Wealth Management, LLC 0.04% Add +10.7% 9,817 $1.3M
Intrua Financial, LLC 0.14% Add +4.5% 9,814 $1.3M
Todd Asset Management LLC 0.02% Reduce -95.2% 9,811 $1.3M
First Merchants Corp. 0.05% Reduce -0.4% 9,800 $1.3M
Jeppson Wealth Management, LLC 0.40% Reduce -0.2% 9,799 $1.3M
Harfst & Associates, Inc. 0.23% Reduce -0.8% 9,734 $1.3M
IFP Advisors, Inc 0.03% Add +16.7% 9,681 $1.2M
Smith, Moore & Co. 0.09% Reduce -3.0% 9,664 $1.2M
Cullinan Associates Inc. 0.08% No change 9,639 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -35.1% 9,494 $1.2M
Harbour Investment Management LLC 0.65% Reduce -28.2% 9,488 $1.2M
EverSource Wealth Advisors, LLC 0.04% Add +16.7% 9,439 $1.2M
Beacon Investment Advisors LLC 0.49% Add +0.3% 9,369 $1.2M
Evergreen Capital Management LLC 0.03% Add +88.7% 9,355 $1.2M
Virtue Asset Management LLC 0.98% Add +2.4% 9,348 $1.2M
Forum Financial Management, LP 0.02% Reduce -0.6% 9,325 $1.2M
Callan Family Office, LLC 0.03% Add +83.8% 9,320 $1.2M
Greenleaf Trust 0.01% Add +1.0% 9,289 $1.2M
Adirondack Trust Co. 0.39% Reduce -1.8% 9,211 $1.2M
Poehling Capital Management, INC. 0.24% Reduce -0.7% 9,199 $1.2M
Impact Capital Partners LLC 0.35% Add +10.5% 9,197 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Reduce -0.9% 9,194 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -7.1% 9,154 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -1.4% 9,151 $1.2M
Pavion Blue Capital, LLC 0.49% Reduce -1.5% 9,065 $1.2M
Lee Danner & Bass Inc. 0.08% Reduce -0.2% 9,023 $1.2M
Wimmer Associates 1, LLC 0.54% Reduce -0.1% 9,017 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -0.3% 8,987 $1.2M
Florida Trust Wealth Management Co 0.03% Add +2.0% 8,942 $1.2M
Moneco Advisors, LLC 0.09% Add +6.4% 8,925 $1.2M
AlphaCore Capital LLC 0.03% Add +49.2% 8,902 $1.1M
Signaturefd, LLC 0.02% Add +2.2% 8,898 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Add +0.4% 8,871 $1.1M
Clearbridge Investments, LLC 0.00% Reduce -6.3% 8,852 $1.1M
Savvy Advisors, Inc. 0.04% Add +41.7% 8,831 $1.1M
Icon Wealth Advisors, LLC 0.08% Reduce -0.3% 8,788 $1.1M
Oak Thistle LLC 0.16% New 8,659 $1.1M
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -1.8% 8,655 $1.1M
Caxton Associates LLP 0.02% Reduce -64.2% 8,637 $1.1M
Capital Advisors Wealth Management, LLC 0.15% Add +2.1% 8,622 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -3.9% 8,491 $1.1M
Sciencast Management LP 0.15% New 8,423 $1.1M
Fiduciary Trust Co 0.01% Reduce -0.7% 8,411 $1.1M
Mystic Asset Management, Inc. 0.25% Reduce -1.6% 8,408 $1.1M
V-Square Quantitative Management LLC 0.11% New 8,401 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.8% 8,390 $1.1M
Cidel Asset Management Inc. 0.08% Add +2.9% 8,340 $1.1M
Navalign, LLC 0.26% Add +5.7% 8,271 $1.1M
Lebenthal Global Advisors, LLC 0.16% Add +6.6% 8,257 $1.1M
JBR Co Financial Management Inc 0.45% No change 8,248 $1.1M
Citizens Financial Group Inc. 0.01% Reduce -27.5% 8,238 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.20% Add +0.6% 8,190 $1.1M
Nicolet Advisory Services, LLC 0.07% Add +5.2% 7,610 $1.1M
Argent Trust Co 0.04% Reduce -3.0% 8,172 $1.1M
Stegent Equity Advisors, Inc. 0.82% No change 8,157 $1.1M
Caerus Investment Advisors, LLC 0.35% Add +47.2% 8,148 $1.1M
Wealth Alliance Advisory Group, LLC 0.18% Reduce -1.1% 8,113 $1.0M
Fifth Third Wealth Advisors LLC 0.04% Add +0.6% 8,110 $1.0M
Barry Investment Advisors, LLC 0.23% Add +0.3% 8,099 $1.0M
Arvest Bank Trust Division 0.06% Add +2.7% 8,024 $1.0M
Searle & Co. 0.27% No change 8,017 $1.0M
SCS Capital Management LLC 0.01% Add +1.7% 7,979 $1.0M
Danske Bank A/S 0.00% Add +38.3% 7,939 $1.0M
Westmount Partners, LLC 0.26% Reduce -0.1% 7,934 $1.0M
BWM Planning, LLC 0.27% No change 7,929 $1.0M
Naviter Wealth, LLC 0.13% Reduce -4.3% 7,916 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.22% Reduce -2.2% 7,893 $1.0M
AA Financial Advisors, LLC 0.19% Reduce -2.9% 7,873 $1.0M
Diversify Advisory Services, LLC 0.03% Reduce -4.2% 7,340 $1.0M
Van Hulzen Asset Management, LLC 0.07% No change 7,814 $1.0M
Cerro Pacific Wealth Advisors LLC 0.27% Reduce -1.1% 7,768 $1.0M
Glenview Trust Co 0.02% Reduce -5.8% 7,755 $1.0M
FIL Ltd 0.00% Add +229.2% 7,740 $999K
Eagle Global Advisors LLC 0.04% No change 7,629 $984K
Friedenthal Financial 0.50% Add +4796.1% 7,589 $979K
Bull Street Advisors, LLC 0.45% Reduce -0.4% 7,578 $978K
Vestcor Inc 0.03% No change 7,544 $973K
Bellecapital International Ltd. 0.17% Add +144.4% 7,536 $972K
Machina Capital S.A.S. 0.19% Add +35.0% 7,514 $970K
Verition Fund Management LLC 0.01% Reduce -92.8% 7,462 $963K
Patten Group, Inc. 0.18% Reduce -18.4% 7,457 $962K
First Citizens Bank & Trust Co. 0.02% Add +102.5% 7,438 $960K
Fiduciary Group, LLC 0.08% Reduce -0.3% 7,434 $959K
Petros Family Wealth, LLC 0.64% Add +36.0% 7,416 $957K
Regal Investment Advisors LLC 0.06% Reduce -6.4% 7,403 $955K
Cornerstone Wealth Management, LLC 0.05% Add +0.8% 7,373 $951K
Assetmark, Inc. 0.00% Add +123.6% 7,360 $950K
Perigon Wealth Management, LLC 0.02% Add +22.2% 7,327 $945K
Resources Management Corp. /CT/ 0.12% Reduce -9.5% 7,273 $939K
LRT Capital Management, LLC 0.80% Add +45.5% 7,257 $936K
Institute for Wealth Management, LLC. 0.10% Reduce -0.3% 7,238 $934K
Alta Capital Management LLC/ 0.06% Reduce -30.5% 7,231 $933K
Perryman Financial Advisory Inc. 0.14% — 7,190 $928K
Strategic Financial Services, Inc. 0.04% Reduce -2.3% 5,857 $924K
Godshalk Welsh Capital Management, Inc. 0.53% No change 7,125 $919K
Mangrove Partners Im, LLC 0.07% New 7,119 $919K
Mission Wealth Management, LP 0.02% Add +17.3% 7,094 $915K
HighPoint Advisor Group LLC 0.02% Add +2.9% 7,083 $914K
Cladis Investment Advisory, LLC 0.50% Add +2.9% 7,078 $913K
CHICAGO TRUST Co NA 0.14% Add +5.7% 7,077 $913K
Peapack Gladstone Financial Corp. 0.01% Add +0.3% 7,037 $908K
Strategic Advisors LLC 0.14% Add +0.1% 7,014 $905K
Campbell Capital Management Inc. 0.31% New 7,000 $903K
SBI Okasan Asset Management Co.Ltd. 0.05% — 7,000 $900K
Sivia Capital Partners, LLC 0.18% Add +73.6% 6,958 $898K
Welch & Forbes LLC 0.01% Reduce -2.5% 6,946 $896K
Corsicana & Co. 0.50% Reduce -2.5% 6,922 $893K
Hunter Associates Investment Management LLC 0.12% Add +1.8% 6,902 $892K
Vanguard Capital Wealth Advisors 0.71% Reduce -10.4% 6,898 $890K
Tema ETFs LLC 0.07% Reduce -0.3% 6,891 $889K
Garrett Wealth Advisory Group, LLC 0.17% Add +3.2% 6,871 $887K
Boston Trust Walden Corp 0.01% No change 6,860 $885K
WealthTrust Axiom LLC 0.23% Add +0.1% 6,852 $884K
First National Trust Co 0.03% Add +1.5% 6,841 $883K
Csenge Advisory Group 0.04% Add +4.3% 6,832 $882K
Flagship Harbor Advisors, LLC 0.04% Reduce -12.0% 6,818 $880K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.1% 6,789 $876K
Retirement Investment Advisors, Inc. 0.07% No change 6,687 $863K
Amova Asset Management Americas, Inc. 0.01% Reduce -1.0% 6,639 $857K
Brevan Howard Capital Management LP 0.02% Reduce -53.6% 6,628 $855K
Wealth Enhancement Trust Services, Inc. 0.11% — 6,618 $854K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +90.8% 6,611 $853K
Kingswood Wealth Advisors, LLC 0.04% Add +250.1% 6,606 $852K
Rathbones Group PLC 0.00% Add +29.9% 6,605 $852K
Aviance Capital Partners, LLC 0.10% Add +0.5% 6,604 $852K
Mairs & Power Inc. 0.01% Reduce -0.6% 6,604 $852K
America First Investment Advisors, LLC 0.15% No change 6,580 $849K
Essex Financial Services, Inc. 0.05% Add +18.9% 6,564 $847K
Heritage Wealth Management, Inc. 0.24% Reduce -2.2% 6,561 $847K
MCF Advisors LLC 0.05% Add +1.5% 6,507 $840K
Miller Investment Management, LP 0.08% No change 6,500 $839K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.1% 6,443 $831K
ArrowMark Colorado Holdings LLC 0.02% Reduce -16.9% 6,400 $826K
Private Trust Co. NA 0.07% Add +1.6% 6,398 $826K
Compound Planning, Inc. 0.02% Add +3.4% 6,395 $825K
Penobscot Investment Management Company, Inc. 0.06% No change 6,374 $823K
Confluence Wealth Services, Inc. 0.03% Reduce -3.7% 6,367 $822K
Retirement Planning Co of New England, Inc. 0.33% Reduce -2.4% 6,363 $821K
CreativeOne Wealth, LLC 0.02% Add +58.5% 6,358 $820K
Fairfield, Bush & Co. 0.43% Reduce -4.7% 6,353 $820K
Drucker Wealth 3.0, LLC 0.14% Add +12.3% 6,336 $818K
TCW Group Inc. 0.01% New 6,327 $816K
Peoples Bank 0.50% No change 6,299 $813K
Panagora Asset Management Inc. 0.00% Add +131.4% 6,293 $812K
Endeavor Private Wealth, Inc. 0.23% Add +14.9% 6,259 $808K
American Financial Group Inc. 0.30% No change 6,250 $807K
Sagespring Wealth Partners, LLC 0.01% Add +6.5% 6,234 $804K
1ST Source Bank 0.04% No change 6,221 $803K
Allen Capital Group, LLC 0.07% No change 6,213 $802K
South Street Advisors LLC 0.11% No change 6,200 $800K
Valmark Advisers, Inc. 0.01% Add +0.6% 6,197 $800K
Probity Advisors, Inc. 0.13% Reduce -5.0% 6,166 $796K
FAS Wealth Partners, Inc. 0.05% Add +25.7% 6,132 $791K
QTR Family Wealth, LLC 0.35% Add +21.1% 5,023 $790K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.9% 6,049 $781K
Heck Capital Advisors, LLC 0.06% Reduce -1.2% 6,049 $781K
Transcend Capital Advisors, LLC 0.06% Add +22.3% 6,039 $779K
Symphony Financial, Ltd. Co. 0.10% Reduce -0.8% 6,000 $777K
Campbell & CO Investment Adviser LLC 0.04% Reduce -82.1% 6,011 $776K
Fiduciary Alliance LLC 0.05% Add +0.3% 5,973 $771K
Matthew Goff Investment Advisor, LLC 0.14% No change 5,938 $766K
Coastal Bridge Advisors, LLC 0.06% Add +1.9% 5,891 $760K
Norden Group LLC 0.07% Add +6.7% 5,885 $759K
Philip James Wealth Mangement, LLC 0.09% Reduce -0.9% 5,871 $758K
Integrated Advisors Network LLC 0.03% Reduce -18.3% 5,844 $754K
Whitener Capital Management, Inc. 0.17% Add +4.5% 5,844 $754K
VestGen Advisors, LLC 0.03% Add +104.8% 5,835 $753K
EPG Wealth Management LLC 0.20% Reduce -1.1% 5,818 $751K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% No change 5,792 $747K
Keynote Financial Services LLC 0.42% Reduce -0.6% 5,791 $747K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,465 $747K
Tyche Wealth Partners LLC 0.12% Add +1.8% 5,763 $744K
NorthRock Partners, LLC 0.01% Reduce -39.8% 5,733 $740K
Westbourne Investment Advisors, Inc. 0.20% No change 5,726 $739K
Aaron Wealth Advisors LLC 0.04% Add +12.4% 5,681 $733K
First National Bank & Trust Co. of Newtown 0.13% No change 5,678 $733K
Old North State Trust, LLC 0.43% Add +10.8% 5,664 $731K
Soltis Investment Advisors LLC 0.05% Add +108.4% 5,662 $731K
Abundance Wealth Counselors 0.12% Add +0.9% 5,658 $730K
Baker Ellis Asset Management LLC 0.09% Reduce -14.3% 5,654 $730K
Veratis Advisors, Inc. 0.58% — 4,634 $730K
Exchange Traded Concepts, LLC 0.01% Reduce -22.4% 5,646 $729K
Perpetual Ltd 0.01% Add +114.8% 5,635 $727K
Saturna Capital Corp. 0.01% Add +48.7% 5,624 $726K
J. Safra Sarasin Holding AG 0.01% Add +15.0% 5,608 $724K
Stevens Capital Management LP 0.25% Reduce -36.8% 5,587 $721K
Bank of Hawaii 0.04% Add +5.7% 5,574 $719K
LVZ, Inc. 0.08% Add +0.1% 5,571 $719K
Angeles Wealth Management, LLC 0.04% Add +34.7% 5,543 $715K
Atlas Legacy Advisors, LLC 0.13% Add +5.9% 5,504 $714K
Sunbelt Securities, Inc. 0.05% Reduce -11.1% 5,527 $713K
Joel Isaacson & Co., LLC 0.02% Add +5.6% 5,508 $711K
Roehl & Yi Investment Advisors, LLC 0.28% Reduce -2.1% 5,495 $709K
Certuity, LLC 0.04% Reduce -4.6% 5,490 $708K
Mirabella Financial Services LLP 0.07% New 5,483 $708K
Montecito Bank & Trust 0.11% Add +1.4% 5,477 $707K
Essex Bank 0.15% Add +1.8% 5,468 $706K
Trust Co. of Vermont 0.03% Add +19.6% 5,455 $704K
Simplicity Wealth,LLC 0.04% Add +6.1% 5,438 $702K
Fideuram Asset Management (Ireland) dac 0.06% — 5,612 $701K
Evoke Wealth, LLC 0.01% Add +23.7% 5,427 $700K
Davis Investment Partners, LLC 0.24% Reduce -1.1% 5,360 $700K
Martingale Asset Management L P 0.02% Add +26.0% 5,423 $700K
Tred Avon Family Wealth, LLC 0.23% No change 5,414 $699K
Doheny Asset Management 0.42% No change 5,379 $694K
Mather Group, Llc. 0.01% Reduce -22.8% 5,335 $688K
Waddell & Associates, LLC 0.05% Add +82.7% 5,314 $686K
Syon Capital LLC 0.03% Add +3.1% 5,314 $686K
Drive Wealth Management, LLC 0.13% Add +35.4% 5,314 $686K
Cowa, LLC 0.21% Reduce -33.7% 5,194 $683K
Trust Co. of Toledo NA 0.07% No change 5,285 $682K
Weatherly Asset Management L. P. 0.05% Add +0.0% 5,282 $682K
Richwood Investment Advisors, LLC 0.49% No change 4,310 $680K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.5% 5,269 $680K
Tower Research Capital LLC (TRC) 0.02% Reduce -22.3% 5,255 $678K
CFS Investment Advisory Services, LLC 0.05% Add +2.0% 5,236 $676K
FRG Family Wealth Advisors LLC 0.10% Reduce -8.2% 5,233 $675K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +5.2% 5,206 $672K
Gallagher Capital Advisors, LLC 0.43% Add +1816.5% 35,857 $671K
Westhampton Capital, LLC 0.32% Reduce -2.8% 5,190 $670K
Cornerstone Wealth Group, LLC 0.05% Add +1.6% 5,172 $667K
SummitTX Capital, L.P. 0.02% New 5,168 $667K
Baring Financial LLC 0.41% Reduce -0.3% 5,167 $667K
Atom Investors LP 0.05% Reduce -19.0% 5,166 $667K
Checchi Capital Advisers, LLC 0.05% Add +0.0% 5,144 $664K
Leonteq Securities AG 0.04% Add +132.7% 5,136 $663K
Advisor OS, LLC 0.05% Add +12.4% 5,125 $661K
Linscomb Wealth, Inc. 0.03% Reduce -0.1% 5,090 $657K
Worth Financial Advisory Group, LLC 0.32% No change 5,084 $656K
Bridges Investment Management Inc. 0.01% Reduce -7.1% 5,077 $655K
Rexford Capital Inc. 0.49% Reduce -0.2% 5,046 $651K
Purkiss Capital Advisors LLC 0.30% Reduce -0.8% 5,032 $649K
Valley Brook Capital Group, Inc. 0.43% Reduce -4.7% 5,028 $649K
Rosenberg Matthew Hamilton 0.13% Reduce -0.5% 5,020 $648K
Ostrum Asset Management 0.03% Reduce -24.9% 5,014 $647K
Augustine Asset Management Inc. 0.13% No change 5,013 $647K
Centiva Capital, LP 0.04% New 5,000 $645K
Quinn Opportunity Partners LLC 0.03% No change 5,000 $645K
Ceeto Capital Group, LLC 0.19% No change 5,000 $645K
Kuhn & Co Investment Counsel 0.43% Add +31.9% 4,994 $644K
Modern Wealth Management, LLC 0.01% Add +12.5% 4,991 $644K
Everhart Financial Group, Inc. 0.06% Add +7.3% 4,989 $644K
Garrison Point Advisors, LLC 0.28% No change 4,980 $643K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -0.0% 4,964 $641K
Venturi Wealth Management, LLC 0.03% Reduce -1.7% 4,953 $639K
Autumn Glory Partners, LLC 0.22% Add +5.4% 4,943 $638K
Rwa Wealth Partners, LLC 0.01% Add +13.5% 4,930 $636K
Jackson Hole Capital Partners, LLC 0.11% Reduce -1.2% 4,922 $635K
Arkfeld Wealth Strategies, L.L.C. 0.22% Add +0.5% 4,599 $634K
Everpar Advisors LLC 0.23% Reduce -8.5% 4,902 $633K
Dearborn Partners LLC 0.03% Add +1.2% 4,872 $629K
StoneX Group Inc. 0.03% Reduce -27.0% 4,860 $627K
Fidelis Capital Partners, LLC 0.05% Add +6.2% 4,847 $625K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Add +100.0% 4,793 $618K
Nvwm, LLC 0.13% Add +1.4% 4,792 $618K
Tradewinds, LLC. 0.15% Reduce -5.5% 4,786 $618K
Whittier Trust Co. 0.01% No change 4,516 $617K
Investors Research Corp 0.11% No change 4,776 $616K
Gryphon Financial Partners LLC 0.07% Add +10.0% 4,736 $611K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +52.6% 4,732 $611K
Nippon Life Global Investors Americas, Inc. 0.03% Add +0.6% 4,730 $610K
AMG National Trust Bank 0.01% No change 4,682 $604K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -1.9% 4,631 $598K
5T Wealth, LLC 0.24% Reduce -11.0% 4,631 $598K
Premier Path Wealth Partners, LLC 0.08% Reduce -18.5% 4,610 $595K
KCM Investment Advisors LLC 0.02% Reduce -0.8% 4,600 $594K
McCarter Private Wealth Services LLC 0.27% Add +40.6% 4,598 $593K
AlphaGrep UK Ltd 0.20% — 4,571 $590K
GTS Securities LLC 0.02% New 4,532 $585K
GWN Securities Inc. 0.12% Add +13.4% 4,512 $582K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +4.8% 4,504 $581K
Veracity Capital LLC 0.17% Add +0.4% 4,480 $578K
Wealth Advisory Solutions, LLC 0.13% Reduce -26.2% 4,479 $578K
Lincoln Capital LLC 0.10% Add +3.9% 4,460 $576K
Bar Harbor Wealth Management 0.03% Reduce -3.6% 4,445 $574K
Peregrine Asset Advisers, Inc. 0.16% Add +0.3% 4,444 $573K
Armor Investment Advisors, LLC 0.21% Reduce -8.6% 4,439 $573K
Guardian Wealth Management, Inc. 0.34% Reduce -1.1% 4,433 $572K
Texas Capital Bank Wealth Management Services Inc 0.03% New 4,423 $571K
Focus Financial Network, Inc. 0.02% Add +0.8% 4,422 $571K
Quantbot Technologies LP 0.02% Reduce -75.2% 4,396 $567K
LVM Capital Management Ltd. 0.05% Reduce -4.3% 4,395 $567K
Basepoint Wealth LLC 0.34% Reduce -17.2% 4,393 $567K
WP Advisors, LLC 0.14% Reduce -2.6% 4,389 $566K
Impact Partnership Wealth, LLC 0.07% New 4,383 $566K
Western Wealth Management, LLC 0.03% Add +6.7% 4,376 $565K
waypoint wealth counsel 0.21% Add +14.4% 4,348 $561K
Islay Capital Management, LLC 0.33% No change 4,335 $559K
Randall & Associates Wealth Management 0.39% Reduce -2.7% 4,327 $558K
Empire Financial Management Company, LLC 0.12% Add +2.4% 4,276 $552K
CI Investments Inc. 0.00% Reduce -20.6% 4,264 $550K
Moment Partners, LLC 0.11% Reduce -14.9% 4,261 $550K
Argyle Capital Partners, LLC 0.40% Reduce -0.8% 4,247 $548K
Aull & Monroe Investment Management Corp 0.27% Add +2.4% 4,237 $547K
Gratus Wealth Advisors, LLC 0.08% Add +2.0% 4,236 $547K
Johnson & White Wealth Management, LLC 0.24% No change 4,235 $546K
Boothbay Fund Management, LLC 0.01% Add +14.5% 4,225 $545K
Smartleaf Asset Management LLC 0.02% Add +9.1% 4,207 $545K
Jackson Thornton Wealth Management, LLC 0.05% Add +11.8% 3,985 $545K
AlphaQuest LLC 0.03% Reduce -6.7% 4,220 $545K
Palisade Asset Management, LLC 0.05% Reduce -4.1% 4,210 $543K
Annex Advisory Services, LLC 0.01% Reduce -9.5% 4,176 $539K
Means Investment Co., Inc. 0.05% Add +0.0% 4,170 $538K
Simplex Trading, LLC 0.02% Reduce -82.0% 4,155 $536K
Mill Capital Management, LLC 0.04% No change 4,144 $535K
SAM Advisors, LLC 0.17% No change 4,136 $534K
Patron Partners, LLC 0.24% Reduce -4.8% 4,133 $533K
D. E. Shaw & Co. 0.00% New 4,127 $533K
Burford Brothers, Inc. 0.22% Add +0.1% 4,123 $532K
CX Institutional 0.02% Reduce -2.0% 4,107 $530K
Biltmore Wealth Management, LLC 0.20% Add +0.6% 4,099 $529K
Alchemi Wealth, LLC 0.29% — 4,097 $529K
Manning & Napier Advisors LLC 0.01% Reduce -57.4% 4,079 $528K
Modera Wealth Management, LLC 0.01% Reduce -0.5% 4,093 $528K
FineMark National Bank & Trust 0.02% Reduce -4.0% 4,093 $528K
Busey Bank 0.01% Add +18.3% 4,086 $527K
Harbour Investments, Inc. 0.01% Reduce -0.1% 4,079 $526K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +6.3% 4,075 $526K
Peoples Financial Services Corp. 0.25% No change 4,075 $526K
Marathon Strategic Advisors, LLC 0.40% No change 4,059 $524K
1248 Management, LLC 0.28% No change 4,046 $522K
Whalerock Point Partners, LLC 0.10% Reduce -8.5% 4,044 $522K
Rossby Financial, LCC 0.16% Add +12.5% 4,040 $521K
Generali Investments, Management Co LLC 0.10% Add +44.0% 4,021 $519K
Essential Partners LLC 0.16% Add +35.4% 4,020 $519K
GW Henssler & Associates Ltd. 0.03% Add +2.5% 4,020 $519K
Fulton Bank, N.A. 0.02% Add +1.5% 4,010 $517K
Oakland Financial Corp. 8.55% No change 4,000 $516K
Abner Herrman & Brock LLC 0.05% No change 4,000 $516K
Freestone Capital Holdings, LLC 0.02% Reduce -3.6% 3,966 $512K
Nilsine Partners, LLC 0.04% Reduce -6.0% 3,961 $511K
Cigna Investments Inc. 0.07% Reduce -1.2% 3,953 $510K
Frank, Rimerman Advisors LLC 0.03% Add +0.3% 3,933 $508K
Southland Equity Partners LLC 0.10% Add +0.4% 3,924 $506K
Excalibur Management Corp. 0.18% Reduce -1.4% 3,922 $506K
RMR Wealth Builders 0.04% Reduce -73.4% 3,913 $505K
CSS LLC 0.08% New 3,910 $505K
Hamilton Capital, LLC 0.03% — 3,909 $504K
Campion Asset Management 0.35% Reduce -1.1% 3,907 $504K
Spinnaker Trust 0.03% Add +2.0% 3,901 $503K
Smart Portfolios, LLC 0.50% No change 3,900 $503K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,587 $502K
Ransom Advisory, Ltd 0.20% Add +4.5% 3,891 $502K
PDS Planning, Inc 0.03% Add +0.3% 3,890 $502K
Syntegra Private Wealth Group, LLC 0.05% Reduce -2.6% 3,887 $502K
John G Ullman & Associates Inc. 0.07% No change 3,850 $497K
Roof Eidam Maycock Peralta, LLC 0.11% No change 3,843 $496K
Roberts Glore & Co. Inc. 0.13% No change 3,840 $496K
Three Seasons Wealth, LLC 0.05% No change 3,826 $494K
Clear Harbor Asset Management, LLC 0.03% Reduce -0.4% 3,814 $492K
Capital Investment Advisors, LLC 0.01% Reduce -7.2% 3,802 $491K
Keel Point, LLC 0.03% Add +4.4% 3,766 $486K
Passumpsic Savings Bank 0.27% — 3,765 $486K
Arista Wealth Management, LLC 0.06% New 3,753 $484K
Towne Trust Company, N.A 0.15% Reduce -2.6% 3,750 $484K
Cadinha & Co. LLC 0.07% Reduce -0.3% 3,720 $480K
Blue Trust, Inc. 0.01% Reduce -3.2% 3,717 $480K
Hilton Head Capital Partners, LLC 0.28% — 3,710 $479K
Parkside Financial Bank & Trust 0.04% Add +5.4% 3,710 $479K
EFG International AG 0.01% — 3,704 $478K
Cozad Asset Management Inc. 0.04% Add +2.4% 3,703 $478K
Riverbend Wealth Management, LLC 0.30% Add +7.0% 3,697 $477K
Trustmark Bank Trust Department 0.03% No change 3,695 $477K
Tripletail Wealth Management, LLC 0.60% Reduce -0.6% 3,690 $476K
Ballew Advisors, Inc 0.27% Reduce -8.7% 3,456 $476K
Brown Brothers Harriman & Co. 0.00% Add +57.9% 3,681 $475K
Princeton Global Asset Management LLC 0.08% Reduce -2.5% 3,678 $475K
Demars Financial Group, LLC 0.16% Reduce -8.4% 3,635 $469K
S.A. Mason LLC 0.19% No change 3,629 $468K
Riverwater Partners LLC 0.18% Reduce -1.5% 3,624 $468K
Crawford Investment Counsel Inc. 0.01% Reduce -7.8% 3,622 $467K
Belpointe Asset Management LLC 0.02% Add +2.5% 3,608 $466K
Nwam LLC 0.03% Add +7.6% 3,326 $465K
Uhlmann Price Securities, LLC 0.28% Add +3.3% 3,598 $464K
National Philanthropic Trust 0.00% New 3,557 $459K
Strategic Wealth Partners, Ltd. 0.03% No change 3,551 $458K
Harbor Advisors LLC 0.07% No change 3,541 $457K
Atticus Wealth Management, LLC 0.11% Reduce -11.9% 3,530 $455K
Sharp Wealth Advisory, LLC 0.23% Add +22.9% 3,526 $455K
Capital Investment Advisory Services, LLC 0.03% Reduce -2.6% 3,521 $454K
HCR Wealth Advisors 0.04% Add +1.2% 3,520 $454K
Field & Main Bank 0.13% Reduce -5.5% 3,514 $453K
Snowwater Investment Partners, LLC 0.42% — 3,510 $453K
Schnieders Capital Management, Llc. 0.07% No change 3,508 $453K
Hennessy Advisors Inc. 0.02% Reduce -30.0% 3,500 $452K
Woodmont Investment Counsel LLC 0.03% No change 3,488 $450K
Sapient Capital LLC 0.01% New 3,469 $449K
Journey Advisory Group, LLC 0.04% Add +0.6% 3,472 $448K
SeaCrest Wealth Management, LLC 0.04% Add +6.4% 3,226 $445K
Ballentine Partners, LLC 0.01% Add +2.4% 3,444 $444K
Moody National Bank Trust Division 0.04% Add +0.8% 3,436 $443K
Jacobs Equity LLC 0.43% — 3,428 $442K
Roundview Capital LLC 0.03% Add +0.6% 3,427 $442K
Marin Bay Wealth Advisors, LLC 0.25% — 3,411 $440K
Legacy Private Trust Co. 0.03% Add +8.4% 3,405 $439K
Corbyn Investment Management Inc. 0.21% Reduce -1.6% 3,387 $437K
Uncommon Cents Investing LLC 0.11% No change 3,382 $436K
Cyndeo Wealth Partners, LLC 0.02% Reduce -1.0% 3,363 $434K
Earned Wealth Advisors, LLC 0.03% Add +41.1% 3,361 $434K
Successful Portfolios LLC 0.22% Add +19.4% 3,049 $434K
Ascent Group, LLC 0.01% Add +29.7% 3,357 $433K
Wedgewood Investors Inc. 0.49% No change 3,350 $432K
Abel Hall, LLC 0.10% New 3,347 $432K
Welch Group, LLC 0.02% Add +0.8% 3,337 $431K
CWA Asset Management Group, LLC 0.02% Reduce -0.4% 3,336 $431K
RM Financial Services, LLC 0.38% — 3,335 $430K
Rossmore Private Capital 0.04% Add +4.4% 3,332 $430K
MSH Capital Advisors LLC 0.09% Reduce -1.2% 3,328 $429K
Tanager Wealth Management LLP 0.04% Add +0.3% 3,326 $429K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,319 $428K
Allen Investment Management, LLC 0.00% No change 3,318 $428K
Foster & Motley Inc. 0.02% Reduce -1.1% 3,317 $428K
Clifford Group, LLC 0.33% Add +2.0% 3,315 $428K
Phoenix Financial Ltd. 0.00% Add +107.9% 3,318 $428K
Austin Private Wealth, LLC 0.03% Add +12.7% 3,305 $426K
Blue Edge Capital, LLC 0.06% Add +0.1% 3,302 $426K
Carlson Capital, L.P. 0.21% Reduce -52.9% 3,300 $426K
Larson Financial Group LLC 0.01% Reduce -2.4% 3,287 $424K
Harbor Investment Advisory, LLC 0.03% Reduce -0.1% 3,282 $424K
Voleon Capital Management LP 0.01% Reduce -88.6% 3,281 $423K
Courier Capital LLC 0.02% No change 3,277 $423K
Apella Capital, LLC 0.01% Add +9.8% 3,255 $420K
Independence Bank of Kentucky 0.05% Add +0.4% 3,255 $420K
Corps Capital Advisors, LLC 0.43% Reduce -9.9% 3,254 $420K
Waldron Private Wealth LLC 0.02% Add +0.3% 3,250 $419K
Hartford Financial Management Inc. 0.11% Reduce -0.1% 3,248 $419K
Rothschild Wealth LLC 0.04% New 3,247 $419K
Master's Wealth Management Inc. 0.15% Add +15.1% 3,246 $419K
Faithward Advisors, LLC 0.06% Reduce -0.1% 3,245 $419K
Berkshire Asset Management LLC 0.02% Add +52.6% 3,244 $419K
Strategy Asset Managers LLC 0.07% Add +5.4% 3,233 $417K
Pacifica Partners Inc. 0.19% No change 3,192 $417K
55 North Private Wealth, LLC 0.11% — 3,229 $417K
Vaughan David Investments LLC 0.01% Reduce -16.8% 3,221 $416K
Second Line Capital, LLC 0.09% Add +2.5% 3,213 $415K
GHP Investment Advisors, Inc. 0.02% Add +2.3% 3,210 $414K
LCNB Corp. 0.14% Add +6.7% 3,209 $414K
Brandywine Oak Private Wealth LLC 0.03% Reduce -1.7% 3,206 $414K
Vista Investment Partners LLC 0.11% No change 3,198 $413K
Beto Financial Group, LLC 0.28% — 2,900 $412K
Aprio Wealth Management, LLC 0.02% Add +3.9% 1,788 $412K
Accurate Wealth Management, LLC 0.05% Add +1.5% 2,885 $410K
Weaver Consulting Group 0.10% No change 3,176 $410K
Advisory Alpha, LLC 0.01% Add +2.5% 3,173 $410K
GenTrust, LLC 0.02% New 3,176 $410K
Forza Wealth Management, LLC 0.15% Add +18.4% 3,167 $409K
Stratos Wealth Advisors, LLC 0.02% Reduce -8.6% 3,163 $408K
Athena Investment Management 0.21% Reduce -1.6% 3,161 $408K
Ritholtz Wealth Management 0.01% Add +68.2% 3,158 $408K
Hazlett, Burt & Watson, Inc. 0.13% No change 3,149 $407K
Magnus Financial Group LLC 0.03% Reduce -0.3% 3,151 $407K
Flputnam Investment Management Co. 0.01% Add +0.1% 3,149 $406K
Granite Group Advisors, LLC 0.23% Add +0.0% 3,148 $406K
Obermeyer Wealth Partners 0.02% Add +0.3% 3,145 $406K
Investment Research Partners LLC 0.17% Add +15.1% 3,130 $404K
Cfo Capital Management LLC 0.30% — 3,125 $403K
Aster Capital Management (DIFC) Ltd 0.18% New 3,102 $400K
Measured Risk Portfolios, Inc. 0.46% Reduce -3.9% 3,090 $399K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,084 $398K
UNIVEST FINANCIAL Corp 0.02% Reduce -4.3% 3,077 $397K
Mayflower Financial Advisors, LLC 0.05% Reduce -0.9% 3,058 $395K
Stokes Family Office, LLC 0.04% Reduce -1.4% 3,047 $393K
Robertson Stephens Wealth Management, LLC 0.01% Add +7.0% 3,035 $392K
Van Strum & Towne Inc. 0.11% No change 3,031 $391K
Ascentis Independent Advisors 0.06% Add +72.9% 3,028 $391K
Scotia Capital Inc. 0.00% Add +1.7% 3,025 $390K
Triad Wealth Partners, LLC 0.04% Add +8.9% 3,018 $389K
Two Sigma Securities, LLC 0.05% New 3,017 $389K
MTM Investment Management, LLC 0.12% No change 3,012 $389K
Lummis Asset Management, LP 0.24% No change 3,011 $389K
Cookson Peirce & Co. Inc. 0.02% Add +50.9% 3,008 $388K
SCP Investment, LP 0.32% New 3,000 $387K
Waterloo Capital, L.P. 0.03% Reduce -19.9% 2,998 $387K
Kanawha Capital Management LLC 0.03% No change 2,995 $386K
Estabrook Capital Management 0.06% Reduce -12.4% 2,994 $386K
Plimoth Trust Co. LLC 0.09% No change 2,984 $385K
Tennessee Valley Asset Management Partners 0.05% Reduce -12.1% 2,984 $385K
Vectors Research Management, LLC 0.12% No change 2,977 $384K
Northwest Wealth Management, LLC 0.06% Add +64.0% 2,977 $384K
Aries Wealth Management 0.08% No change 2,973 $384K
Waycross Partners, LLC 0.03% No change 2,965 $383K
WealthShield Partners, LLC 0.04% Add +48.0% 2,954 $381K
IFG Advisory, LLC 0.02% Add +0.1% 2,938 $379K
First National Bank Sioux Falls 0.11% No change 2,938 $379K
Thomasville National Bank 0.02% Reduce -2.8% 2,934 $379K
Teamwork Financial Advisors, LLC 0.04% Add +49.9% 2,925 $377K
Jump Financial, LLC 0.01% Reduce -79.9% 2,924 $377K
Persium Advisors, LLC 0.27% Add +0.5% 2,917 $376K
Summit Global Investments 0.02% Reduce -2.8% 2,918 $376K
Fourpath Capital Management, LLC 0.05% Reduce -6.2% 2,899 $374K
Foster Group, Inc. 0.01% New 2,880 $372K
Howard Capital Management, LLC 0.00% Add +0.5% 2,866 $370K
Westpac Banking Corp. 0.02% New 2,860 $369K
Sfmg, LLC 0.02% Add +53.8% 2,859 $369K
Catalyst Financial Partners LLC 0.04% Add +53.0% 2,857 $369K
Merrion Investment Management Co, LLC 0.20% Reduce -36.7% 2,850 $368K
Parallax Volatility Advisers, L.P. 0.01% New 2,835 $366K
Sterling Wealth Management, Inc. 0.10% New 2,830 $365K
Thompson Siegel & Walmsley LLC 0.01% No change 2,818 $364K
AGH Wealth Advisors, LLC 0.27% Reduce -1.8% 2,810 $363K
Stiles Financial Services Inc 0.11% Add +0.5% 2,806 $362K
Beaton Management Co. Inc. 0.16% Reduce -1.9% 2,808 $362K
Tritonpoint Wealth, LLC 0.04% Reduce -6.8% 2,788 $360K
Conning Inc. 0.01% Reduce -23.6% 2,779 $359K
Compass Capital Corp. /Ma/ 0.14% Reduce -4.9% 2,280 $358K
Liberty Capital Management, Inc. 0.07% No change 2,772 $358K
Arax Advisory Partners 0.01% Reduce -95.5% 2,770 $357K
Journey Strategic Wealth LLC 0.01% Add +4.7% 2,767 $357K
Northcape Wealth Management, LLC 0.10% No change 2,767 $357K
Lantern Wealth Advisors, LLC 0.19% Add +22.9% 2,761 $356K
Connecticut Wealth Management, LLC 0.02% Reduce -39.5% 2,743 $354K
Duncan Williams Asset Management, LLC 0.09% No change 2,287 $354K
Stockman Wealth Management, Inc. 0.04% No change 2,738 $353K
MBL Wealth, LLC 0.03% New 2,735 $353K
SmartHarvest Portfolios, LLC 0.12% — 2,731 $352K
McDaniel Terry & Co. 0.03% No change 2,730 $352K
Jupiter Wealth Management LLC 0.16% Add +45.2% 2,250 $352K
Aristotle Capital Management, LLC 0.00% Reduce -14.6% 2,714 $350K
Indivisible Partners 0.04% — 2,711 $350K
Roman Butler Fullerton & Co. 0.09% Add +0.9% 2,463 $350K
Montag A & Associates Inc. 0.02% Add +5.7% 2,696 $348K
Kera Capital Partners, Inc. 0.04% Add +7.3% 2,422 $348K
CarsonAllaria Wealth Management, Ltd. 0.17% Add +74.4% 2,694 $348K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,688 $347K
Calamos Wealth Management LLC 0.01% New 2,681 $346K
Cape Cod Five Cents Savings Bank 0.03% No change 2,625 $345K
North Star Investment Management Corp. 0.02% Add +0.3% 2,669 $344K
Plan A Wealth LLC 0.17% No change 2,665 $344K
Clark Capital Management Group, Inc. 0.00% Add +31.0% 2,664 $344K
Harrell Investment Partners, LLC 0.08% No change 2,658 $343K
Canal Capital Management, LLC 0.05% Add +0.0% 2,645 $341K
Manske Wealth Management 0.10% No change 2,634 $340K
Plancorp, LLC 0.01% Reduce -7.8% 2,631 $339K
Bison Wealth, LLC 0.04% New 1,934 $339K
Hanson & Doremus Investment Management 0.04% Reduce -8.7% 2,628 $339K
E&G Advisors, LLC 0.08% Reduce -3.7% 2,620 $338K
BCS Wealth Management 0.03% New 2,610 $337K
Seamount Financial Group Inc. 0.15% No change 2,602 $336K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,601 $336K
Baldwin Investment Management, LLC 0.04% No change 2,600 $336K
Dodge & Cox 0.00% No change 2,600 $336K
GM Advisory Group, LLC 0.01% Reduce -4.3% 2,594 $335K
M3 Advisory Group, LLC 0.20% Add +4.4% 2,594 $335K
Dividend Assets Capital, LLC 0.06% No change 2,592 $334K
Saxon Interests, Inc. 0.12% Add +0.9% 2,591 $334K
Graham Capital Management, L.P. 0.02% New 2,591 $334K
Atlas Capital Advisors Inc. 0.04% — 2,584 $333K
Affinity Investment Advisors, LLC 0.22% New 2,583 $333K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -1.0% 2,573 $332K
Knightsbridge Asset Management, LLC 0.05% New 2,573 $332K
Wakefield Asset Management LLLP 0.09% No change 2,568 $331K
Trust Co. of Oklahoma 0.10% Add +4.4% 2,565 $331K
Gables Capital Management Inc. 0.14% No change 2,552 $329K
Hills Bank & Trust Co 0.02% Reduce -4.4% 2,550 $329K
Elevatus Welath Management 0.09% New 2,544 $328K
Capital Advantage, Inc. 0.04% Add +0.0% 2,542 $328K
Founders Financial Securities LLC 0.02% Add +5.8% 2,539 $328K
Rehmann Capital Advisory Group 0.02% Add +23.9% 2,534 $327K
Warwick Investment Management, Inc. 0.05% No change 2,534 $327K
Ruggaard & Associates LLC 0.13% No change 2,532 $327K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,525 $326K
SYM FINANCIAL Corp 0.03% Add +17.5% 2,522 $325K
Qsemble Capital Management, LP 0.03% Add +11.3% 2,501 $323K
Siemens Fonds Invest GmbH 0.02% Reduce -57.6% 2,489 $322K
CoreFirst Bank & Trust 0.17% Reduce -8.1% 2,498 $322K
Banyan Capital Management, Inc. 0.14% Reduce -3.9% 2,495 $322K
SVB Wealth LLC 0.02% Reduce -6.0% 2,487 $321K
Capstone Investment Advisors, LLC 0.00% New 2,485 $321K
Patrick M Sweeney & Associates, Inc. 0.20% Add +3.2% 2,484 $321K
LBMC Investment Advisors, LLC 0.02% Add +0.0% 2,474 $319K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -5.9% 2,468 $318K
Goodman Financial Corp 0.06% No change 2,466 $318K
Port Capital LLC 0.01% Reduce -2.1% 2,466 $318K
Limestone Investment Advisors LP 0.23% New 2,450 $316K
Walker Asset Management, LLC 0.17% Reduce -7.3% 2,448 $316K
Pinnacle Bancorp, Inc. 0.09% No change 2,446 $316K
Versant Capital Management, Inc 0.04% Reduce -38.2% 2,443 $315K
Uniting Wealth Partners, LLC 0.10% Add +0.2% 2,430 $314K
Quilter Plc 0.01% No change 2,430 $314K
Letson Investment Management, Inc. 0.11% No change 2,429 $313K
Fort Sheridan Advisors LLC 0.04% No change 2,425 $313K
Sterling Investment Advisors, Ltd. 0.06% Add +10.7% 2,424 $313K
Opal Capital LLC 0.08% — 1,985 $313K
Diversified Enterprises, LLC 0.02% Add +14.5% 2,422 $313K
Hantz Financial Services, Inc. 0.00% Add +10.5% 2,410 $311K
Newman Dignan & Sheerar, Inc. 0.06% Add +45.5% 2,409 $311K
Retirement Planning Group, LLC 0.01% Add +33.5% 2,407 $311K
Ipswich Investment Management Co., Inc. 0.07% No change 2,400 $310K
Magnetar Financial LLC 0.00% New 2,395 $309K
Greenfield Seitz Capital Management, LLC 0.10% Reduce -15.8% 2,394 $309K
True North Advisors, LLC 0.04% Add +39.2% 2,391 $309K
CFO4Life Group, LLC 0.04% Reduce -0.2% 2,390 $308K
Henrickson Nauta Wealth Advisors, Inc. 0.05% New 2,247 $307K
Laurel Wealth Advisors LLC 0.04% Reduce -0.7% 2,375 $306K
Calydon Capital 0.05% Add +2.2% 2,367 $305K
Atalanta Sosnoff Capital, LLC 0.01% New 2,365 $305K
Cross Staff Investments Inc 0.17% No change 2,363 $305K
Breakwater Capital Group 0.04% Add +2.2% 2,362 $305K
Marietta Investment Partners LLC 0.06% Reduce -0.3% 2,360 $305K
Chronos Wealth Management, LLC 0.14% No change 2,359 $304K
Strategies Wealth Advisors, LLC 0.03% Reduce -3.0% 2,348 $303K
Jacobs & Co. 0.03% No change 2,346 $302K
Greenfield Savings Bank 0.13% Reduce -3.1% 2,333 $301K
Trust Point Inc. 0.02% Reduce -1.2% 2,330 $301K
Cadence Bank 0.02% Reduce -0.3% 2,329 $301K
AIA Group Ltd 0.00% New 2,325 $300K
Vestor Capital, LLC 0.03% Reduce -91.3% 201 $300K
Pure Financial Advisors, LLC 0.00% Add +2.0% 2,325 $300K
JT Stratford LLC 0.04% Add +15.8% 2,321 $300K
Gilliland Jeter Wealth Management LLC 0.09% Add +0.5% 2,320 $299K
Klingman & Associates, LLC 0.01% Reduce -67.4% 2,319 $299K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% Reduce -6.8% 2,314 $299K
Zullo Investment Group, Inc. 0.11% Reduce -6.5% 2,308 $298K
Lawood & Co. 0.28% — 2,297 $296K
Callahan Advisors, LLC 0.02% No change 2,296 $296K
Perbak Capital Partners LLP 0.09% New 2,292 $296K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -5.7% 2,292 $296K
Douglas Lane & Associates, LLC 0.00% Add +17.4% 2,290 $296K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.7% 2,290 $296K
Berger Financial Group, Inc 0.02% Reduce -6.7% 2,288 $295K
Blackhawk Capital Partners, LLC 0.11% Add +4.7% 2,287 $295K
Chelsea Counsel Co. 0.13% No change 2,285 $295K
North Star Asset Management Inc. 0.01% Add +2.2% 2,283 $295K
BXM Wealth LLC 0.23% No change 2,280 $294K
Monetary Management Group Inc. 0.07% No change 2,280 $294K
Allegheny Financial Group 0.04% Reduce -8.6% 2,275 $294K
Riversedge Advisors, LLC 0.05% Add +46.5% 2,275 $294K
Flywheel Private Wealth LLC 0.18% No change 2,273 $293K
Burke & Herbert Bank & Trust Co. 0.08% New 2,273 $293K
Denver Wealth Management, Inc. 0.10% Reduce -4.8% 2,272 $293K
Goelzer Investment Management, Inc. 0.01% Reduce -1.0% 2,270 $293K
Cadent Capital Advisors, LLC 0.08% Add +0.4% 2,267 $293K
Transamerica Financial Advisors, LLC 0.02% Add +38.8% 2,257 $291K
Disciplined Investors, L.L.C. 0.19% Add +2.5% 2,249 $290K
Adkins Seale Capital Management LLC 0.29% — 2,246 $290K
Aljian Capital Management, LLC 0.06% Add +0.2% 2,242 $289K
Wick Capital Partners, LLC 0.05% New 2,239 $289K
MV Capital Management, Inc. 0.03% Add +5.1% 2,220 $286K
PFG Private Wealth Management, LLC 0.12% New 2,205 $285K
Tributary Capital Management, LLC 0.03% Reduce -1.8% 2,205 $285K
Red Door Wealth Management, LLC 0.03% Add +0.1% 2,203 $284K
Capital Advisory Group Advisory Services, LLC 0.08% No change 2,201 $284K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 2,192 $283K
VeraBank, N.A. 0.05% Add +21.6% 2,191 $283K
HBW Advisory Services LLC 0.03% Add +1.2% 2,186 $282K
CPC Advisors, LLC 0.03% Reduce -0.2% 2,186 $282K
Summit Financial Wealth Advisors, LLC 0.04% Add +7.1% 2,181 $281K
SkyOak Wealth, LLC 0.05% Reduce -8.4% 2,178 $281K
Baker Avenue Asset Management, LP 0.01% Add +4.7% 2,177 $281K
First Financial Bank - Trust Division 0.02% Reduce -0.5% 2,177 $281K
Calton & Associates, Inc. 0.04% Add +5.5% 2,168 $280K
Beaumont Financial Advisors, LLC 0.02% Reduce -1.4% 2,167 $280K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -16.5% 2,158 $278K
Richards, Merrill & Peterson, Inc. 0.11% Reduce -9.1% 2,153 $278K
Seven Mile Advisory 0.05% New 2,152 $278K
Crestwood Advisors Group, LLC 0.00% Add +33.0% 2,145 $277K
Meridian Wealth Management, LLC 0.01% Add +37.6% 2,129 $275K
TD Capital Management LLC 0.02% Add +0.1% 2,127 $274K
CrossGen Wealth, LLC 0.24% — 2,125 $274K
Naples Global Advisors, LLC 0.02% Add +0.1% 2,124 $274K
Capital Analysts, LLC 0.01% No change 2,123 $274K
Leisure Capital Management 0.09% No change 2,121 $274K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% Reduce -18.0% 2,113 $273K
Post Resch Tallon Group Inc. 0.23% No change 2,110 $272K
TrinityBridge Ltd 0.01% No change 2,110 $272K
Trivium Point Advisory, LLC 0.03% Add +5.0% 2,099 $271K
Pflug Koory, LLC 0.13% Reduce -14.3% 2,094 $270K
Anchor Investment Management, LLC 0.02% No change 2,094 $270K
Cassaday & Co Wealth Management LLC 0.01% Reduce -8.9% 2,093 $270K
RiverFront Investment Group, LLC 0.00% Add +14.8% 2,090 $270K
Brooks, Moore & Associates, Inc. 0.13% Add +5.0% 2,085 $269K
Alan B Lancz & Associates, Inc. 0.24% No change 2,082 $269K
McAdam, LLC 0.01% Add +11.2% 2,068 $267K
Quent Capital, LLC 0.02% Add +4.1% 2,067 $267K
Pursuit Wealth Strategies, LLC 0.37% — 2,064 $266K
Waters Parkerson & Co., LLC 0.01% Reduce -0.6% 2,061 $266K
Flatrock Wealth Partners LLC 0.13% — 2,051 $265K
LRI Investments, LLC 0.02% Reduce -19.9% 2,050 $265K
Chicago Capital, LLC 0.01% Add +10.9% 2,042 $264K
Defender Capital, LLC. 0.09% New 2,036 $263K
Portside Wealth Group, LLC 0.04% Add +0.1% 2,036 $263K
Cabot Wealth Management Inc. 0.03% No change 2,035 $263K
Ashton Thomas Securities, LLC 0.05% Add +8.3% 2,030 $262K
Nemes Rush Group LLC 0.02% Add +1.3% 2,028 $262K
L2 Asset Management, LLC 0.03% Add +7.1% 2,027 $262K
Fortune Financial Advisors, LLC 0.18% Reduce -1.9% 2,020 $261K
Acropolis Investment Management, LLC 0.01% Reduce -18.5% 2,004 $259K
apricus wealth, LLC 0.13% Add +5.3% 2,000 $258K
Highlander Partners, L.P. 0.09% No change 2,000 $258K
BKM Wealth Management, LLC 0.09% Reduce -1.6% 1,995 $257K
Silver Coast Investments LLC 0.09% No change 1,994 $257K
Verus Capital Partners, LLC 0.02% Add +8.1% 1,994 $257K
LeClair Wealth Partners LLC 0.15% Add +1.8% 1,992 $257K
Live Oak Private Wealth LLC 0.04% No change 1,991 $257K
Broderick Brian C 0.05% No change 1,990 $257K
Central Bank & Trust Co. 0.04% No change 1,990 $257K
Abacus Planning Group, Inc. 0.03% Add +3.9% 1,989 $257K
Pettyjohn, Wood & White, Inc. 0.04% Add +6.7% 1,985 $256K
Meixler Investment Management, Ltd. 0.16% Add +8.6% 1,984 $256K
Financial Advisors Network, Inc. 0.04% Add +5.0% 1,982 $256K
Intrinsic Value Partners, LLC 0.19% Reduce -29.3% 1,977 $255K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,976 $255K
49 Wealth Management, LLC 0.02% New 1,974 $255K
Nicolet Bankshares Inc. 0.04% No change 1,971 $254K
Benchmark Financial, LLC 0.25% — 1,961 $253K
Old Port Advisors 0.06% Add +0.5% 1,959 $253K
HHM Wealth Advisors, LLC 0.03% Reduce -2.5% 1,956 $252K
Tarbox Family Office, Inc. 0.04% Reduce -2.9% 1,954 $252K
Townsend Asset Management Corp. /NC/ 0.09% Reduce -16.9% 1,950 $252K
Indiana Trust & Investment Management Co 0.07% No change 1,945 $251K
Optima Capital LLC 0.11% Add +0.9% 1,944 $251K
Green Ridge Wealth Planning LLC 0.13% — 1,940 $250K
BIP Wealth, LLC 0.01% Reduce -13.5% 1,932 $249K
Sandy Cove Advisors, LLC 0.07% Add +4.7% 1,931 $249K
Ameritas Advisory Services, LLC 0.01% Reduce -24.0% 1,931 $249K
Trillium Asset Management, LLC 0.01% No change 1,930 $249K
Pinnacle Family Advisors, LLC 0.11% Add +0.8% 1,922 $248K
SJS Investment Consulting Inc. 0.03% Add +17.7% 1,913 $247K
BNB Wealth Management, LLC 0.16% — 1,912 $247K
McGowan Group Asset Management, Inc. 0.03% Add +0.9% 1,911 $247K
X-Square Capital, LLC 0.08% Add +0.1% 1,909 $246K
Kintra Wealth, LLC 0.03% Add +15.0% 1,906 $246K
Beirne Wealth Consulting Services, LLC 0.07% Reduce -3.1% 1,900 $245K
Denali Advisors LLC 0.03% Reduce -53.9% 1,900 $245K
Summit Asset Management, LLC 0.03% Add +1.3% 1,900 $245K
Signet Private Wealth LLC 0.23% — 1,894 $244K
Davidson Trust Co. 0.10% Reduce -31.7% 1,886 $243K
Weik Capital Management 0.09% No change 1,885 $243K
Silver Oak Securities, Incorporated 0.02% Reduce -4.9% 1,871 $242K
Investment Partners, LTD. 0.08% New 1,879 $242K
Columbia Asset Management 0.04% No change 1,878 $242K
BLB&B Advisors, LLC 0.01% Add +17.7% 1,875 $242K
Howland Capital Management LLC 0.01% Add +0.3% 1,874 $242K
Powers Advisory Group, LLC 0.09% Add +0.1% 1,873 $242K
Westside Investment Management, Inc. 0.04% Add +1.3% 1,868 $242K
Tranquility Partners, LLC 0.09% No change 1,866 $241K
Jaffetilchin Investment Partners, LLC 0.01% Add +5.2% 1,864 $241K
Merrithew & Thorsten Inc 0.25% — 1,861 $240K
Basecamp Wealth Advisors LLC 0.05% — 1,858 $240K
WASHINGTON TRUST Co 0.01% Reduce -2.6% 1,855 $239K
Cardinal Point Capital Management ULC 0.02% New 1,854 $239K
Argentarii, LLC 0.08% Add +0.1% 1,851 $239K
Werba Rubin Papier Wealth Management 0.06% Add +3.9% 1,850 $239K
Keating Investment Counselors Inc. 0.07% No change 1,837 $237K
PFG Advisors 0.01% Reduce -23.5% 1,835 $237K
Wellington Shields & Co., LLC 0.06% No change 1,832 $236K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,832 $236K
Gaddis Premier Wealth Advisors LLC 0.18% — 1,829 $236K
Trueblood Wealth Management, LLC 0.09% Reduce -1.0% 1,817 $234K
Wolff Financial Management LLC 0.05% No change 1,815 $234K
a16z Perennial Management, L.P. 0.02% Add +0.6% 1,815 $234K
Sax Wealth Advisors, LLC 0.01% New 1,811 $234K
Signature Estate & Investment Advisors LLC 0.00% Reduce -1.1% 1,808 $233K
InTrack Investment Management Inc 0.13% Add +17.4% 1,803 $233K
Cullen Investment Group, LTD. 0.03% Add +0.3% 1,635 $232K
Prosperity Consulting Group, LLC 0.01% Add +9.6% 1,799 $232K
Integrity Alliance, Llc. 0.01% New 1,796 $232K
Viawealth, LLC 0.13% Add +0.1% 1,792 $231K
Radnor Capital Management, LLC 0.03% Reduce -2.7% 1,792 $231K
KPP Advisory Services LLC 0.03% No change 1,781 $230K
WBH Advisory Inc. 0.02% Reduce -2.0% 1,773 $229K
Hourglass Capital, LLC 0.05% No change 1,770 $228K
Signature Wealth Management Partners, LLC 0.11% No change 1,765 $228K
Great Diamond Partners, LLC 0.04% No change 1,764 $228K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 1,764 $228K
Whetstone Capital Advisors, LLC 0.07% Reduce -2.1% 1,759 $227K
Cooper Financial Group 0.02% Add +0.2% 1,758 $227K
Sound Income Strategies, LLC 0.01% Add +11.3% 1,638 $227K
MIdWestOne Financial Group, Inc. 0.03% No change 1,751 $226K
Moller Wealth Partners 0.05% No change 1,748 $226K
Wealthspan Partners, LLC 0.08% No change 1,743 $225K
Next Capital Management LLC 0.07% No change 1,738 $224K
MQS Management LLC 0.13% Reduce -13.1% 1,736 $224K
Traynor Capital Management, Inc. 0.01% Add +5.9% 1,733 $224K
Keating Financial Advisory Services, Inc. 0.03% — 1,731 $223K
St Germain D J Co. Inc. 0.01% Reduce -0.9% 1,731 $223K
Frec Markets, Inc. 0.07% — 1,727 $223K
Per Stirling Capital Management, LLC. 0.03% Add +0.3% 1,727 $223K
Falcon Wealth Planning 0.02% New 1,721 $222K
Pinion Investment Advisors, LLC 0.05% New 1,718 $222K
SageView Advisory Group, LLC 0.01% Add +1.5% 1,718 $222K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -5.4% 1,716 $221K
Jamison Private Wealth Management, Inc. 0.03% Add +0.3% 1,712 $221K
Ami Investment Management Inc. 0.05% Reduce -1.0% 1,711 $221K
Sentry LLC 0.06% No change 1,710 $221K
State of Wyoming 0.02% Add +2.3% 1,710 $221K
Strait & Sound Wealth Management LLC 0.08% No change 1,705 $220K
RD Lewis Holdings, Inc. 0.19% Reduce -1.0% 1,483 $220K
Capital City Trust Co. 0.05% New 1,700 $219K
Perennial Investment Advisors, LLC 0.02% Add +3.2% 1,699 $219K
Crestmont Private Wealth LLC 0.07% No change 1,698 $219K
MOR Wealth Management, LLC 0.10% — 1,696 $219K
IVC Wealth Advisors LLC 0.09% Reduce -1.0% 1,683 $217K
JNBA Financial Advisors 0.02% Add +0.5% 1,683 $217K
Stoneridge Investment Partners LLC 0.15% New 1,685 $217K
Moss Adams Wealth Advisors LLC 0.02% Add +3.0% 1,679 $217K
Cordgrass Capital Advisors, LLC 0.05% Add +1.1% 1,677 $216K
Blackston Financial Advisory Group, LLC 0.13% Reduce -5.7% 1,675 $216K
Asset Advisors Investment Management, LLC 0.02% No change 1,673 $216K
Catalina Capital Group, LLC 0.13% Reduce -0.4% 1,670 $215K
TCI Wealth Advisors, Inc. 0.01% Reduce -18.4% 1,659 $214K
Websterrogers Financial Advisors, LLC 0.06% No change 1,659 $214K
Biltmore Family Office, LLC 0.03% No change 1,659 $214K
Aspire Private Capital, LLC 0.05% No change 1,656 $214K
Deseret Mutual Benefit Administrators 0.09% Reduce -2.8% 1,655 $214K
Childress Capital Advisors, LLC 0.03% Add +2.7% 1,654 $213K
Allied Investment Advisors, LLC 0.03% New 1,654 $213K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +1.4% 1,652 $213K
BNC Wealth Management, LLC 0.05% Add +0.1% 1,651 $213K
Murphy Pohlad Asset Management LLC 0.08% No change 1,650 $213K
Ignite Planners, LLC 0.03% Reduce -22.0% 1,481 $213K
Brookwood Investment Group LLC 0.03% Reduce -33.0% 1,648 $213K
Trust Co 0.02% Add +400.3% 1,646 $212K
Marshall & Sterling Wealth Advisors Inc. 0.14% No change 1,639 $211K
Independent Wealth Network Inc. 0.06% Reduce -0.8% 1,635 $211K
Threadgill Financial, LLC 0.09% New 1,635 $211K
Cherry Tree Wealth Management, LLC 0.04% No change 1,629 $210K
New Republic Capital, LLC 0.06% New 1,629 $210K
Sather Financial Group Inc 0.01% No change 1,625 $210K
Embree Financial Group 0.03% Add +6.6% 1,623 $209K
Novak & Powell Financial Services, Inc. 0.11% No change 1,620 $209K
Measured Wealth Private Client Group, LLC 0.06% Reduce -27.8% 1,617 $209K
SlateStone Wealth, LLC 0.02% Add +2.8% 1,614 $208K
Ethos Financial Group, LLC 0.02% Reduce -48.1% 1,600 $206K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -14.1% 1,599 $206K
Wealthcare Capital Partners, LLC 0.10% Add +0.8% 1,597 $206K
McGuire Capital Advisors Inc. 0.13% — 1,597 $206K
SG Trading Solutions, LLC 0.05% — 1,593 $206K
Sovereign Financial Group, Inc. 0.04% Reduce -4.4% 1,594 $206K
Franklin Street Advisors Inc. 0.01% New 1,591 $205K
Turtle Creek Wealth Advisors, LLC 0.02% Add +0.4% 1,588 $205K
Patton Fund Management, Inc. 0.03% Reduce -25.2% 1,584 $204K
Key Client Fiduciary Advisors, LLC 0.07% Reduce -6.8% 1,583 $204K
Cambient Family Office, LLC 0.03% — 1,582 $204K
Continuum Advisory, LLC 0.02% No change 1,579 $204K
Bond & Devick Financial Network, Inc. 0.06% No change 1,576 $203K
Centaurus Financial, Inc. 0.01% Reduce -5.2% 1,574 $203K
Birmingham Capital Management Co. Inc. 0.09% Reduce -11.3% 1,573 $203K
Hardin Capital Partners, LLC 0.10% No change 1,571 $203K
NorthCoast Asset Management LLC 0.00% Reduce -97.3% 1,563 $202K
Bank of New Hampshire 0.05% No change 1,562 $202K
Partners Wealth Management, LLC 0.21% Add +0.1% 1,554 $200K
Commonwealth Financial Services, LLC 0.03% Reduce -19.9% 1,553 $200K
First National Bank of Hutchinson 0.12% No change 1,550 $200K
Shufro Rose & Co. LLC 0.01% Reduce -44.1% 1,550 $200K
Spire Wealth Management 0.01% Reduce -8.5% 1,548 $200K
Zions Bancorporation, National Association 0.01% Add +36.0% 1,536 $198K
Peterson Wealth Services 0.05% Reduce -58.1% 1,508 $195K
GeoWealth Management, LLC 0.01% New 1,486 $192K
Cromwell Holdings LLC 0.10% No change 1,464 $189K
Oakworth Capital, Inc. 0.01% Reduce -22.3% 1,461 $189K
NBT Bank, N.A. 0.01% Reduce -4.0% 701 $185K
Coastline Trust Co 0.02% Reduce -5.0% 1,422 $183K
Chilton Capital Management LLC 0.01% Add +0.2% 1,417 $183K
Root Financial Partners, LLC 0.01% Reduce -17.6% 1,415 $183K
Evelyn Partners Investment Management LLP 0.01% No change 1,411 $182K
Grove Bank & Trust 0.02% Add +6.3% 1,397 $180K
True Wealth Design, LLC 0.05% Add +16.3% 1,369 $177K
Eastern Bank 0.00% Reduce -19.5% 1,364 $176K
Bullock Wealth Management Group 0.09% — 1,361 $176K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,353 $175K
Addison Advisors LLC 0.04% No change 1,354 $175K
10Elms LLP 0.18% No change 1,354 $175K
Caldwell Sutter Capital, Inc. 0.07% Add +0.2% 1,351 $174K
SBI Securities Co., Ltd. 0.00% Reduce -10.0% 1,344 $173K
Quarry LP 0.03% Reduce -41.9% 1,341 $173K
General Partner, Inc. 0.10% No change 1,303 $168K
VSM Wealth Advisory, LLC 0.05% Add +56.9% 1,302 $168K
Sittner & Nelson, LLC 0.06% Reduce -7.7% 1,061 $167K
Wellington Shields Capital Management, LLC 0.02% No change 1,292 $167K
Asset Dedication, LLC 0.01% Reduce -20.8% 1,249 $161K
Valley National Advisers Inc. 0.02% Add +0.7% 1,249 $161K
Tompkins Financial Corp. 0.01% No change 1,244 $161K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.5% 1,240 $160K
Triumph Capital Management 0.03% New 1,237 $160K
CYBER HORNET ETFs LLC 0.09% Add +5.7% 1,228 $158K
Capital Advisors, Ltd. LLC 0.02% Add +0.1% 1,220 $157K
South Dakota Investment Council 0.00% Reduce -7.6% 1,220 $157K
Lodestone Wealth Management LLC 0.06% New 1,194 $154K
Creative Financial Designs Inc. 0.01% Reduce -0.3% 1,180 $152K
AdvisorNet Financial, Inc 0.01% Add +0.1% 1,176 $152K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,171 $151K
TFC Financial Management, Inc. 0.02% Add +45.2% 1,163 $150K
McIlrath & Eck, LLC 0.01% Add +4.6% 1,134 $146K
Centennial Bank 0.06% No change 1,130 $146K
Compagnie Lombard Odier SCmA 0.00% Add +200.5% 1,112 $143K
Smithfield Trust Co 0.01% Add +4.2% 1,113 $143K
United Community Bank 0.05% No change 1,099 $142K
Asset Planning,Inc 0.10% Add +0.3% 1,082 $140K
American Capital Advisory, LLC 0.06% Add +0.3% 1,062 $137K
Security National Bank 0.02% No change 1,054 $136K
Golden State Wealth Management, LLC 0.01% Reduce -6.1% 1,039 $134K
Raleigh Capital Management Inc. 0.05% New 1,037 $134K
Archer Investment Corp 0.03% Reduce -36.1% 1,028 $133K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,013 $131K
Private Wealth Asset Management, LLC 0.01% No change 1,008 $130K
Bravera Wealth 0.06% — 1,000 $129K
Mechanics Financial Corp 0.05% No change 1,000 $129K
Summit Securities Group LLC 0.02% Add +43.2% 998 $129K
Sentry Investment Management LLC 0.08% No change 970 $125K
Mark Sheptoff Financial Planning, LLC 0.06% No change 960 $124K
Lanark Financial, Inc. 0.01% Add +0.9% 958 $124K
CVA Family Office, LLC 0.01% No change 957 $123K
CoreCap Advisors, LLC 0.00% Add +11.7% 954 $123K
Tanglewood Legacy Advisors, LLC 0.05% No change 950 $123K
Motco 0.01% No change 938 $121K
Birchbrook, Inc. 0.06% No change 936 $121K
City State Bank 0.03% Add +0.3% 929 $120K
Broadwater Capital Management LLC 0.09% No change 900 $116K
American National Bank & Trust 0.01% Reduce -0.3% 879 $113K
Glass Jacobson Investment Advisors llc 0.04% Add +0.8% 865 $112K
DV Equities, LLC 0.02% — 853 $110K
Avion Wealth 0.02% Reduce -0.5% 814 $105K
Plante Moran Financial Advisors, LLC 0.01% Add +24.2% 790 $102K
PFS Partners, LLC 0.05% Add +0.5% 785 $101K
Gleason Group, Inc. 0.01% Add +0.9% 782 $101K
Financial Management Professionals, Inc. 0.01% Add +0.1% 765 $99K
Riverview Trust Co 0.12% No change 761 $98K
Rialto Wealth Management, LLC 0.02% Add +0.4% 760 $98K
ORG Partners LLC 0.02% Reduce -1.6% 751 $97K
Missouri Trust & Investment Co 0.03% No change 749 $97K
Beaird Harris Wealth Management, LLC 0.01% No change 739 $95K
Glen Eagle Advisors, LLC 0.01% Reduce -6.4% 728 $94K
Brown, Lisle/Cummings, Inc. 0.02% No change 725 $94K
Clark Wealth Partners 0.06% No change 720 $93K
TOWER TRUST & INVESTMENT Co 0.06% No change 714 $92K
Piscataqua Savings Bank 0.06% Reduce -5.6% 714 $92K
Miller Wealth Advisors, LLC 0.03% Add +0.6% 711 $92K
2UniFi Bank 0.04% Add +7.6% 710 $92K
Eurizon SLJ Capital Ltd 0.04% — 707 $91K
Kentucky Trust Co 0.05% No change 700 $90K
Steigerwald, Gordon & Koch Inc. 0.01% No change 696 $90K
Maseco LLP 0.00% New 688 $89K
SHP Wealth Management 0.01% — 685 $88K
Toth Financial Advisory Corp. 0.01% Add +0.1% 683 $88K
Godsey & Gibb, Inc. 0.01% Add +4.6% 680 $88K
Johnson Financial Group, Inc. 0.00% Add +11.9% 679 $88K
Clearstead Trust, LLC 0.01% No change 660 $85K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 630 $81K
Signature Equity Partners, LLC 0.04% — 629 $81K
DecisionPoint Financial, LLC 0.02% Add +15575.0% 627 $81K
Kimelman & Baird, LLC 0.01% No change 625 $81K
Basso Capital Management, L.P. 0.05% No change 612 $79K
Pandora Wealth, Inc. 0.05% No change 605 $78K
Hager Investment Management Services, LLC 0.04% Reduce -13.7% 605 $78K
Torren Management, LLC 0.04% — 604 $78K
Murphy & Mullick Capital Management Corp 0.06% No change 603 $78K
Intact Investment Management Inc. 0.00% New 600 $77K
JFS Wealth Advisors, LLC 0.00% Add +17.9% 586 $76K
First Horizon Corp. 0.00% Add +22.1% 586 $76K
Harvest Fund Management Co., Ltd 0.00% Add +6.0% 581 $75K
NorthAvenue LLC 0.06% — 578 $75K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.5% 570 $74K
Tower View Wealth Management LLC 0.04% Add +0.9% 565 $73K
McMillan Office, Inc. 0.01% — 552 $71K
Pin Oak Investment Advisors Inc. 0.05% No change 450 $71K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -2.7% 548 $70K
Global Trust Asset Management, LLC 0.03% Reduce -36.2% 541 $70K
New Millennium Group LLC 0.03% Reduce -13.5% 539 $69K
Front Row Advisors LLC 0.02% No change 535 $69K
Harbor Asset Planning, Inc. 0.06% No change 533 $69K
Sarver Vrooman Wealth Advisors 0.04% Reduce -2.6% 533 $69K
Quaker Wealth Management, LLC 0.02% Add +0.2% 532 $69K
Park Place Capital Corp 0.01% Add +0.8% 527 $68K
IFC & Insurance Marketing, Inc. 0.07% — 527 $68K
Litman Gregory Wealth Management LLC 0.01% New 524 $68K
Wealth Preservation Advisors, LLC 0.03% Reduce -2.1% 523 $67K
Aventura Private Wealth, LLC 0.02% Add +5.9% 520 $67K
Elyxium Wealth, LLC 0.02% New 520 $67K
Key Financial Inc 0.01% Add +0.6% 517 $67K
Salomon & Ludwin, LLC 0.01% Reduce -0.2% 470 $66K
Greykasell Wealth Strategies, Inc. 0.03% New 506 $65K
Catalyst Capital Advisors LLC 0.00% Reduce -41.9% 505 $65K
Quattro Advisors LLC 0.05% — 504 $65K
Webster Bank, N. A. 0.01% Add +94.2% 501 $65K
Acima Private Wealth, LLC 0.02% No change 500 $65K
Flagship Wealth Advisors, LLC 0.02% No change 500 $65K
Duncker Streett & Co. Inc. 0.01% Reduce -10.1% 500 $65K
Evermay Wealth Management LLC 0.01% No change 500 $65K
Valley Wealth Managers, Inc. 0.00% No change 500 $65K
Millstone Evans Group, LLC 0.04% No change 481 $62K
1 North Wealth Services LLC 0.02% No change 474 $61K
Medallion Wealth Advisors, LLC 0.02% Add +0.7% 468 $60K
Physician Wealth Advisors, Inc. 0.01% Add +1.1% 455 $59K
Bayban 0.05% — 447 $58K
Financially Speaking Inc 0.04% Add +0.9% 432 $56K
Plato Investment Management Ltd 0.00% Reduce -51.8% 424 $55K
KERR FINANCIAL PLANNING Corp 0.07% Reduce -3.6% 348 $53K
Financial Gravity Asset Management, Inc. 0.01% Reduce -15.9% 413 $53K
Manchester Capital Management LLC 0.01% Add +42.6% 405 $52K
Morse Asset Management, Inc 0.01% Reduce -79.4% 400 $52K
Activest Wealth Management 0.01% Add +455.6% 400 $52K
First Command Advisory Services, Inc. 0.00% Add +41.0% 399 $51K
Steph & Co. 0.01% No change 391 $50K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 385 $50K
CBIZ Investment Advisory Services, LLC 0.00% Add +4166.7% 384 $50K
Evolution Advisers, Inc. 0.02% No change 373 $48K
WFA of San Diego, LLC 0.03% Reduce -17.1% 363 $47K
Copia Wealth Management 0.03% No change 363 $47K
Prestige Wealth Management Group LLC 0.01% No change 358 $46K
Battery Global Advisors, LLC 0.02% No change 358 $46K
Team Financial Group, LLC 0.02% Add +0.9% 353 $46K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 350 $45K
Operose Advisors LLC 0.01% No change 346 $45K
Pittenger & Anderson Inc. 0.00% No change 342 $44K
Motiv8 Investments LLC 0.02% New 339 $44K
Dynamic Wealth Strategies, LLC 0.03% No change 330 $43K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 328 $42K
GW&K Investment Management, LLC 0.00% Reduce -1.5% 323 $42K
Country Trust Bank 0.00% No change 321 $41K
Financial Consulate, Inc. 0.01% Add +87.5% 315 $41K
Global Wealth Strategies & Associates 0.01% No change 311 $40K
Centerpoint Advisors, LLC 0.01% Reduce -6.8% 300 $39K
Boreal Capital Management LLC 0.04% No change 300 $39K
Whipplewood Advisors, LLC 0.02% No change 300 $39K
SRH Advisors, LLC 0.01% No change 299 $39K
Longview Financial Advisors LLC 0.02% No change 286 $37K
Tacita Capital Inc 0.02% Reduce -31.9% 286 $37K
Crews Bank & Trust 0.01% No change 285 $37K
BOK Financial Private Wealth, Inc. 0.00% New 284 $37K
Morton Brown Family Wealth, LLC 0.01% Add +36.2% 282 $36K
Winnacle Wealth LLC 0.03% Add +6.5% 279 $36K
Compass Financial Services Inc 0.02% Add +0.7% 277 $36K
Tsfg, LLC 0.01% Add +0.4% 273 $35K
Dorato Capital Management 0.03% — 245 $35K
Sfam, LLC 0.03% — 267 $34K
AXS Investments LLC 0.01% Reduce -18.1% 262 $34K
CNB Bank 0.01% No change 257 $33K
Graney & King, LLC 0.02% Add +0.8% 254 $33K
Wealth Watch Advisors, INC 0.01% Reduce -3.8% 253 $33K
Signature Resources Capital Management, LLC 0.02% No change 250 $32K
Cornerstone National Bank & Trust Co 0.01% No change 250 $32K
Rogco, LP 0.01% No change 250 $32K
Gen-Wealth Partners Inc 0.01% No change 247 $32K
Pacific Center for Financial Services 0.01% No change 233 $32K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.8% 244 $32K
Evolution Wealth Management Inc. 0.02% Add +7.1% 225 $29K
Stephens Consulting, LLC 0.01% Add +67.7% 223 $29K
Bell Investment Advisors, Inc 0.00% Add +44.4% 218 $28K
Bank & Trust Co 0.02% No change 217 $28K
Founders Capital Management 0.01% No change 215 $28K
Perkins Coie Trust Co 0.01% No change 215 $28K
Wolff Wiese Magana LLC 0.02% No change 214 $28K
Fortitude Family Office, LLC 0.01% Reduce -8.9% 214 $28K
Bruce G. Allen Investments, LLC 0.02% No change 213 $27K
Eagle Bay Advisors LLC 0.02% New 210 $27K
Covestor Ltd 0.01% Reduce -0.5% 212 $27K
SWAN Capital LLC 0.01% Add +1055.6% 208 $27K
Stone House Investment Management, LLC 0.00% Add +1.5% 207 $27K
GPS Wealth Strategies Group, LLC 0.02% Reduce -94.3% 201 $26K
Board of the Pension Protection Fund 0.02% New 200 $26K
Accordant Advisory Group Inc 0.02% Add +900.0% 200 $26K
Delos Wealth Advisors, LLC 0.02% No change 200 $26K
Fourth Dimension Wealth, LLC 0.01% No change 200 $26K
Robinswood Financial LLC 0.01% No change 200 $26K
GoalVest Advisory LLC 0.00% No change 200 $26K
Navigoe, LLC 0.02% No change 200 $25K
Coston, McIsaac & Partners 0.01% No change 200 $25K
Vision Retirement, LLC 0.01% — 190 $25K
University of Texas/Texas Am Investment Management Co. 0.00% New 187 $24K
Silvant Capital Management LLC 0.00% No change 186 $24K
Hoey Investments, Inc. 0.00% No change 184 $24K
First PREMIER Bank 0.01% No change 176 $23K
Barnes Dennig Private Wealth Management LLC 0.02% No change 178 $23K
J.Safra Asset Management Corp 0.00% New 178 $23K
Meeder Asset Management Inc. 0.00% Reduce -5.9% 176 $23K
Cornerstone Planning Group LLC 0.00% Add +7850.0% 159 $23K
Redmont Wealth Advisors LLC 0.03% No change 174 $22K
Byrne Asset Management LLC 0.01% No change 173 $22K
Concord Wealth Partners 0.00% Reduce -9.0% 172 $22K
Commonwealth Retirement Investments LLC 0.01% New 171 $22K
High Point Wealth Management, LLC 0.02% — 171 $22K
Nova Wealth Management, Inc. 0.02% Reduce -14.9% 171 $22K
Truvestments Capital LLC 0.00% No change 171 $22K
Walsh & Associates, LLC 0.02% — 170 $22K
Wellington Grp LLC 0.01% — 168 $22K
Blue Bell Private Wealth Management, LLC 0.00% No change 166 $21K
First United Bank & Trust 0.01% Reduce -13.2% 165 $21K
Garton & Associates Financial Advisors LLC 0.01% — 164 $21K
Private Wealth Management Group, LLC 0.01% No change 163 $21K
Roble, Belko & Company, Inc 0.00% No change 161 $21K
Advantage Trust Co 0.01% No change 162 $21K
Kemnay Advisory Services Inc. 0.00% New 160 $21K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 156 $20K
Burkett Financial Services, LLC 0.01% Add +0.7% 152 $20K
Cornerstone Financial Management LLC 0.02% — 150 $19K
Cape Investment Advisory, Inc. 0.01% No change 150 $19K
Fairscale Capital, LLC 0.01% Add +0.7% 148 $19K
Kelleher Financial Advisors 0.00% No change 144 $19K
Beacon Financial Strategies CORP 0.01% New 138 $18K
Heritage Wealth Advisors 0.00% New 131 $17K
Capula Management Ltd 0.00% New 131 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 130 $17K
First Pacific Financial 0.00% Add +0.8% 127 $16K
Camelot Portfolios, LLC 0.01% New 124 $16K
Bogart Wealth, LLC 0.00% No change 122 $16K
High Note Wealth, LLC 0.00% Add +24.7% 121 $16K
Olistico Wealth, LLC 0.01% New 119 $15K
Richardson Capital Management LLC 0.01% No change 115 $15K
Midwest Capital Advisors, LLC 0.01% No change 114 $15K
Ankerstar Wealth, LLC 0.01% — 111 $14K
Albion Financial Group 0.00% Add +65.7% 111 $14K
First Community Trust NA 0.01% No change 111 $14K
LGT Financial Advisors LLC 0.09% Add +0.9% 111 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 110 $14K
Roxbury Financial LLC 0.01% Add +0.9% 109 $14K
Align Financial, LLC 0.01% — 13,420 $13K
Garner Asset Management Corp 0.01% New 102 $13K
Costello Asset Management, INC 0.00% Reduce -75.0% 100 $13K
Creative Capital Management Investments LLC 0.00% No change 100 $13K
Barrett & Company, Inc. 0.00% No change 100 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -7.5% 99 $13K
Sachetta, LLC 0.01% No change 97 $13K
Western Pacific Wealth Management, LP 0.01% No change 95 $12K
Raffa Wealth Management, LLC 0.00% No change 94 $12K
West Branch Capital LLC 0.00% Reduce -66.5% 92 $12K
Blume Capital Management, Inc. 0.00% No change 91 $12K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 89 $11K
Financial Perspectives, Inc 0.00% No change 88 $11K
Howard Hughes Medical Institute 0.01% No change 87 $11K
Westend Capital Management, LLC 0.00% No change 86 $11K
T. Rowe Price Investment Management, Inc. 0.00% No change 80 $11K
IAG Wealth Partners, LLC 0.00% No change 85 $11K
WPG Advisers, LLC 0.01% Reduce -33.3% 84 $11K
MPWM Advisory Solutions, LLC 0.01% Add +1.2% 83 $11K
Abound Wealth Management 0.00% Add +21.5% 79 $10K
Principia Wealth Advisory, LLC 0.01% Add +1.3% 78 $10K
S&T Bank 0.00% Reduce -11.4% 78 $10K
YANKCOM Partnership 0.00% No change 74 $10K
NFSG Corp 0.00% New 71 $9K
Meramec Financial Planners, LLC 0.00% — 58 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 70 $9K
Cresta Advisors, Ltd. 0.00% New 70 $9K
Legacy Bridge, LLC 0.00% New 70 $9K
First Financial Corp. 0.00% No change 69 $9K
N.E.W. Advisory Services LLC 0.00% Add +1.5% 69 $9K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 67 $9K
Highline Wealth Partners LLC 0.00% No change 66 $9K
Lavaca Capital LLC 0.00% No change 66 $9K
Joseph Group Capital Management 0.00% New 65 $8K
Crewe Advisors LLC 0.00% No change 62 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -72.6% 60 $8K
Bare Financial Services, Inc 0.00% Add +26.7% 57 $7K
Center for Financial Planning, Inc. 0.00% No change 57 $7K
Accent Capital Management, LLC 0.00% No change 57 $7K
RMG Wealth Management LLC 0.00% No change 51 $7K
Wilkerson Advisory Group LLC 0.00% — 56 $7K
Old Second National Bank of Aurora 0.00% New 55 $7K
Entrust Financial LLC 0.01% — 55 $7K
Marquette Asset Management, LLC 0.00% Add +43.2% 53 $7K
Anfield Capital Management, LLC 0.00% No change 53 $7K
POM Investment Strategies, LLC 0.00% New 52 $7K
Noble Wealth Management PBC 0.00% No change 51 $7K
Prudent Man Investment Management, Inc. 0.00% No change 50 $6K
Jessup Wealth Management, Inc 0.00% New 50 $6K
Prosperity Bancshares Inc 0.01% — 49 $6K
Fort Vancouver Investment Management, LLC 0.00% New 49 $6K
Arlington Trust Co LLC 0.00% Reduce -84.5% 49 $6K
Greenline Wealth Management LLC 0.01% — 49 $6K
Financial Network Wealth Advisors LLC 0.01% No change 42 $5K
Maryland Capital Advisors Inc. 0.00% No change 42 $5K
Cedar Mountain Advisors, LLC 0.00% No change 42 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +64.0% 41 $5K
Dogwood Wealth Management LLC 0.00% Add +21.9% 39 $5K
Osbon Capital Management LLC 0.00% — 38 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $5K
Fiduciary Advisors, Inc. 0.00% No change 35 $5K
Bfsg, LLC 0.00% Reduce -53.3% 35 $5K
Westfuller Advisors, LLC 0.00% No change 35 $4K
Tradewinds Capital Management, LLC 0.00% No change 34 $4K
Horrell Capital Management, Inc. 0.00% No change 34 $4K
Monetary Solutions, Ltd 0.00% — 31 $4K
Tidemark, LLC 0.00% No change 31 $4K
Penserra Capital Management LLC 0.00% Reduce -8.3% 33 $4K
Thompson Investment Management, Inc. 0.00% No change 30 $4K
CGC Financial Services, LLC 0.00% No change 28 $4K
Ares Financial Consulting, LLC 0.00% — 27 $3K
Fairway Wealth LLC 0.00% New 27 $3K
Elevated Capital Advisors, LLC 0.00% New 26 $3K
Spurstone Advisory Services, LLC 0.05% Reduce -97.6% 25 $3K
Bullseye Investment Management, LLC 0.00% New 25 $3K
Elevation Wealth Partners, LLC 0.00% Add +19.1% 25 $3K
Valued Wealth Advisors LLC 0.00% No change 24 $3K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 24 $3K
WealthCollab, LLC 0.00% No change 24 $3K
Dunhill Financial, LLC 0.00% Add +31.3% 21 $3K
Ameriflex Group, Inc. 0.00% Reduce -93.2% 20 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 17 $2K
Delta Asset Management LLC 0.00% No change 17 $2K
Sunrise Financial Services, LLC 0.00% — 16 $2K
Miller Global Investments, LLC 0.00% — 15 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 14 $2K
LM Advisors LLC 0.01% Reduce -87.0% 225 $2K
1015 Capital Partners, LLC 0.00% — 13 $2K
Caitlin John, LLC 0.00% No change 13 $2K
HFM Investment Advisors, LLC 0.00% No change 13 $2K
Turning Point Benefit Group, Inc. 0.00% Add +1100.0% 12 $2K
PayPay Securities Corp 0.04% Add +37.5% 11 $1K
Advocate Investing Services LLC 0.00% — 11 $1K
Kilter Group LLC 0.00% Reduce -52.4% 10 $1K
Aspect Partners, LLC 0.00% No change 10 $1K
Mascoma Wealth Management LLC 0.00% Reduce -88.9% 6 $774
Hughes Financial Services, LLC 0.00% Add +50.0% 6 $774
IMA Advisory Services, Inc. 0.00% No change 5 $645
Alerus Financial NA 0.00% No change 5 $645
Breakwater Investment Management 0.00% No change 4 $517
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 3 $427
Seneschal Advisors, LLC 0.00% No change 3 $388
Davis Capital Management 0.00% No change 3 $387
Luken Investment Analytics, LLC 0.00% New 3 $387
Atlantic Private Wealth, LLC 0.00% New 2 $260
Darwin Wealth Management, LLC 0.00% New 2 $258
Rakuten Securities, Inc. 0.00% No change 2 $258
Arcadia Investment Management Corp. 0.00% New 1 $130
Atwood & Palmer Inc. 0.00% No change 1 $130
St. Johns Investment Management Company, LLC 0.00% No change 1 $129
Alberta Investment Management Corp 0.00% New 58,375 $0
FNY Investment Advisers, LLC 0.00% New 5 $0

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