Schwab (charles)SCHW

13F holders, Q1 2025 (March 31)
2,029holders +38
183new positions
137sold out
20famous investors
$78.24avg. 13F price*

At the end of Q1 2025, 2,029 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 38 from Q4 2024. 183 opened new positions and 137 sold out. The largest holders were Vanguard Group Inc. ($11.6B), BlackRock, Inc. ($9.6B) and Dodge & Cox ($6.9B). 20 famous investors held it, including Daniel Sundheim (5.2% of D1 Capital Partners's portfolio), Stephen Yacktman (4.8% of Yacktman Asset Management's portfolio) and Andreas Halvorsen (4.4% of Viking Global Investors's portfolio).

Company
Schwab (charles) Corp.
Sector
Finance
CUSIP
808513105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,876Q1 2024Q2 2024: 1,894Q2 2024Q3 2024: 1,854Q3 2024Q4 2024: 1,991Q4 2024Q1 2025: 2,029Q1 2025Q2 2025: 2,145Q2 2025Q3 2025: 2,174Q3 2025Q4 2025: 2,330Q4 2025Q1 2026: 2,339Q1 2026Q2 2026: 2,317Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions183$2.0B
Exits137$1.1B

All 13F filers, Q4 2024 → Q1 2025: 251,186,552 shares bought and 225,153,316 shares sold, net +26,033,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,029 holders

Vanguard Group Inc. 0.21% Add +15.4% 148,395,252 $11.6B
BlackRock, Inc. 0.20% Add +17.2% 122,859,627 $9.6B
Dodge & Cox 3.96% Reduce -0.7% 88,750,655 $6.9B
T. Rowe Price Associates Inc. 0.79% Add +12.3% 82,048,984 $6.4B
State Street Corp. 0.23% Add +13.4% 71,933,290 $5.6B
JPMorgan Chase & Co. 0.32% Add +10.4% 54,160,220 $4.2B
Geode Capital Management, LLC 0.22% Add +17.6% 36,342,807 $2.8B
FMR LLC 0.16% Add +229.7% 31,978,690 $2.5B
Franklin Resources Inc. 0.67% Add +20.7% 29,220,312 $2.3B
Harris Associates (Oakmark Funds) 3.63% Reduce -0.3% 27,612,443 $2.2B
Norges Bank 0.27% Add +38.6% 24,150,274 $1.9B
Morgan Stanley 0.12% Reduce -4.4% 21,431,709 $1.7B
Fisher Asset Management 0.72% Add +3.5% 21,165,163 $1.7B
Massachusetts Financial Services Co. 0.53% Reduce -6.7% 20,527,113 $1.6B
Citadel Advisors 1.59% Add +879.8% 20,502,737 $1.6B
Artisan Partners Limited Partnership 2.25% Reduce -2.1% 17,749,859 $1.4B
Viking Global Investors 4.41% Add +20.9% 17,716,717 $1.4B
Northern Trust Corp. 0.20% Add +10.8% 17,440,301 $1.4B
Alliancebernstein L.P. 0.48% Add +16.0% 17,115,759 $1.3B
Bank of America Corp. 0.11% Add +19.3% 15,979,432 $1.3B
Invesco Ltd. 0.23% Add +5.0% 15,586,450 $1.2B
Wellington Management Group LLP 0.23% Add +595.7% 15,488,777 $1.2B
Generation Investment Management LLP 6.77% Add +6.2% 14,327,559 $1.1B
Primecap Management Co. 0.91% Add +229.3% 14,002,078 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.26% Add +10.1% 12,833,440 $1.0B
Bank of New York Mellon Corp 0.17% Add +5.9% 11,056,953 $865.5M
Flossbach Von Storch SE 3.67% Add +0.7% 10,810,644 $846.3M
UBS Group AG 0.18% Add +92.6% 10,141,131 $793.8M
Ameriprise Financial Inc. 0.21% Add +0.4% 9,762,382 $764.7M
Charles Schwab Investment Management Inc. 0.14% Add +15.1% 9,357,890 $732.5M
Legal & General Group Plc 0.18% Add +8.2% 8,678,596 $679.4M
Allen Investment Management, LLC 7.50% Reduce -0.3% 8,208,961 $642.6M
D. E. Shaw & Co. 0.79% Add +163.8% 7,917,642 $619.8M
Goldman Sachs Group Inc. 0.12% Reduce -5.4% 7,852,679 $614.7M
Lazard Asset Management LLC 0.98% Reduce -0.4% 7,425,761 $581.3M
Baron Capital (BAMCO) 1.66% Add +0.1% 7,224,168 $565.5M
Baird Financial Group, Inc. 1.04% Add +6.0% 6,904,327 $540.5M
Millennium Management 0.54% Add +15.3% 6,848,198 $536.1M
Ruane, Cunniff & Goldfarb L.P. 9.61% Reduce -2.1% 6,761,375 $529.3M
Janus Henderson Group PLC 0.29% Add +4.6% 6,779,383 $527.5M
Principal Financial Group Inc. 0.29% Add +2.8% 6,550,544 $512.8M
Brown Advisory Inc. 0.72% Add +37.4% 6,454,052 $505.2M
Envestnet Asset Management Inc. 0.15% Add +6.5% 5,781,015 $452.5M
Amundi 0.16% Add +29.6% 6,030,362 $451.5M
Nuveen, LLC 0.13% — 5,629,779 $440.7M
Dimensional Fund Advisors LP 0.11% Add +12.8% 5,478,177 $428.8M
Balyasny Asset Management L.P. 1.05% Add +2657.4% 5,296,129 $414.6M
Ensign Peak Advisors, Inc 0.79% Reduce -7.7% 5,285,864 $413.8M
Deutsche Bank AG 0.16% Reduce -2.8% 5,126,807 $401.3M
Boston Partners 0.46% New 4,904,611 $383.5M
Two Sigma Advisers, LP 0.86% Add +243.2% 4,872,095 $381.4M
Royal Bank of Canada 0.08% Reduce -23.2% 4,812,900 $376.8M
Yacktman Asset Management 4.85% Reduce -3.4% 4,709,043 $368.6M
Clearbridge Investments, LLC 0.32% Add +14.5% 4,652,755 $364.2M
Fiduciary Management Inc. 3.50% Reduce -3.1% 4,631,869 $362.6M
Arrowstreet Capital, Limited Partnership 0.29% Reduce -25.7% 4,621,704 $361.8M
Provident Trust Co. 6.72% Reduce -1.0% 4,597,735 $359.9M
London Co. of Virginia 1.98% Reduce -2.9% 4,428,386 $346.7M
D1 Capital Partners 5.22% New 4,355,608 $341.0M
Barclays PLC 0.15% Add +37.5% 4,284,020 $335.4M
BNP Paribas Financial Markets 0.26% Add +8.3% 4,270,451 $334.3M
Lord, Abbett & Co. LLC 1.21% Add +2.6% 4,152,408 $325.1M
HSBC Holdings PLC 0.21% Add +17.0% 4,057,907 $316.9M
Sumitomo Mitsui Trust Group, Inc. 0.21% Add +8.3% 3,833,515 $300.1M
Farallon Capital Management, L.L.C. 1.62% Add +20.9% 3,832,857 $300.0M
RPTC Inc. 60.10% No change 3,822,501 $299.2M
American Century Companies Inc. 0.17% Add +14.4% 3,471,307 $271.7M
Findlay Park Partners LLP 2.73% Add +1.4% 3,393,169 $265.6M
Route One Investment Company, L.P. 11.25% Add +3.0% 3,373,943 $264.1M
Timucuan Asset Management Inc. 7.96% Reduce -0.2% 3,272,118 $256.1M
Los Angeles Capital Management LLC 1.12% Add +172.6% 3,239,897 $253.6M
Newlands Management Operations LLC 1.70% No change 3,196,166 $250.2M
National Pension Service 0.24% Add +11.9% 3,147,416 $246.4M
California Public Employees Retirement System 0.17% Add +9.0% 3,090,828 $242.0M
Rhumbline Advisers 0.23% Add +11.2% 3,083,586 $241.4M
Macquarie Group Ltd. 0.30% Add +758.9% 3,070,936 $240.4M
PointState Capital LP 5.30% Reduce -4.5% 3,060,536 $239.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.22% Add +25.1% 3,051,717 $238.9M
Canada Pension Plan Investment Board 0.23% Add +5.9% 2,964,077 $232.0M
Assenagon Asset Management S.A. 0.41% Add +96.9% 2,951,680 $231.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.27% Reduce -0.2% 2,921,030 $228.7M
Neuberger Berman Group LLC 0.19% Add +67.5% 2,856,294 $223.6M
Wells Fargo & Company 0.05% Add +1.6% 2,774,274 $217.2M
NorthCoast Asset Management LLC 1.06% Reduce -8.5% 2,681,809 $209.9M
Point72 Asset Management 0.61% Add +199.3% 2,654,931 $207.8M
Nordea Investment Management AB 0.22% Add +1955.7% 2,660,652 $207.0M
California State Teachers Retirement System 0.26% Add +5.4% 2,643,301 $206.9M
Fort Washington Investment Advisors Inc. 1.25% Add +0.2% 2,598,783 $203.4M
New York State Common Retirement Fund 0.29% Add +19.0% 2,505,407 $196.1M
Raymond James Financial Inc. 0.07% Reduce -2.8% 2,492,960 $195.1M
US Bancorp \de 0.26% Add +1.8% 2,479,809 $194.1M
Van Eck Associates Corp. 0.25% Reduce -22.8% 2,476,236 $193.8M
Cooke & Bieler LP 1.89% Reduce -11.9% 2,412,315 $188.8M
AQR Capital Management 0.19% Add +694.1% 2,358,310 $182.7M
Veritas Asset Management LLP 1.81% Reduce -8.6% 2,293,473 $179.5M
Darsana Capital Partners LP 5.12% New 2,250,000 $176.1M
Bank Julius Baer & Co. Ltd, Zurich 0.56% Add +13.8% 2,206,206 $172.3M
Citigroup Inc. 0.13% Add +90.7% 2,190,253 $171.5M
Adage Capital Partners Gp, L.L.C. 0.32% Add +56.3% 2,184,039 $171.0M
Beck Mack & Oliver LLC 3.40% Add +2.3% 2,171,570 $170.0M
Sterling Capital Management LLC 2.64% Reduce -3.9% 2,168,868 $169.8M
North Peak Capital Management, LLC 20.40% Add +13.5% 2,108,769 $165.1M
KBC Group NV 0.51% Reduce -2.2% 2,090,439 $163.6M
Thrivent Financial for Lutherans 0.37% Add +8.8% 2,077,799 $162.6M
Two Sigma Investments, LP 0.35% Add +193.9% 1,946,202 $152.3M
Bank of Montreal 0.08% Reduce -7.5% 1,885,171 $147.6M
Mondrian Investment Partners LTD 2.50% Reduce -6.0% 1,868,430 $146.3M
Alyeska Investment Group, L.P. 0.58% New 1,842,082 $144.2M
Truist Financial Corp. 0.23% Reduce -3.7% 1,830,654 $143.3M
CapitalatWork S.A. 4.42% Reduce -0.2% 1,736,485 $135.9M
National Bank of Canada 0.15% Add +20.9% 1,679,441 $131.5M
CIBC Private Wealth Group LLC 0.27% Add +3.5% 1,857,721 $129.9M
Healthcare of Ontario Pension Plan Trust Fund 0.29% Reduce -34.0% 1,652,317 $129.3M
Russell Investments Group, Ltd. 0.18% Add +73.4% 1,628,057 $127.4M
Sei Investments Co. 0.16% Add +29.6% 1,626,212 $127.3M
Azora Capital LP 8.61% Reduce -6.6% 1,619,583 $126.8M
Liontrust Investment Partners LLP 1.96% Reduce -3.8% 1,603,901 $125.6M
Equity Investment Corp. 2.74% Reduce -2.6% 1,563,592 $122.4M
Freestone Grove Partners LP 1.26% Add +358.7% 1,556,409 $121.8M
State Board of Administration of Florida Retirement System 0.24% Add +6.1% 1,554,542 $121.7M
Natixis Advisors, LLC 0.22% Add +18.5% 1,547,432 $121.1M
Intermede Investment Partners Ltd 3.80% New 1,542,934 $120.8M
Danske Bank A/S 0.35% Add +47.1% 1,448,792 $113.4M
Maverick Capital 2.01% New 1,425,125 $111.6M
Capital International Investors 0.02% Add +14.2% 1,376,978 $107.8M
Manufacturers Life Insurance Company, The 0.10% Reduce -14.0% 1,372,309 $107.4M
Markel Group 0.95% Add +0.1% 1,364,800 $106.8M
AustralianSuper Pty Ltd 0.60% Reduce -28.5% 1,362,315 $106.6M
LPL Financial LLC 0.04% Add +7.1% 1,348,392 $105.6M
Ossiam 1.47% Add +50.9% 1,348,199 $105.5M
Parnassus Investments, LLC 0.25% Reduce -22.9% 1,307,324 $102.3M
Bank of Nova Scotia 0.23% Add +2.3% 1,300,281 $101.8M
Korea Investment CORP 0.24% Add +13.0% 1,283,191 $100.4M
Royal London Asset Management Ltd. 0.24% Add +8.0% 1,281,683 $100.3M
New York State Teachers Retirement System 0.23% Reduce -0.9% 1,251,076 $97.9M
CANADA LIFE ASSURANCE Co 0.17% Add +8.2% 1,247,313 $97.8M
Retirement Systems of Alabama 0.37% Add +2.8% 1,206,039 $94.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +6.2% 1,181,563 $92.5M
Holocene Advisors, LP 0.27% Add +43.6% 1,152,662 $90.2M
Cercano Management LLC 2.61% No change 1,135,480 $88.9M
Junto Capital Management LP 2.03% New 1,132,385 $88.6M
Aviva PLC 0.21% Add +17.0% 1,122,790 $87.9M
FIL Ltd 0.08% Add +19.6% 1,103,616 $86.4M
Cerity Partners LLC 0.18% Add +2.5% 1,108,183 $85.4M
Wealth Enhancement Advisory Services, LLC 0.16% Add +9.6% 1,087,355 $85.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +288.0% 1,044,738 $81.8M
Ninety One UK Ltd 0.23% Reduce -16.9% 1,044,304 $81.7M
Crawford Investment Counsel Inc. 1.44% Reduce -1.7% 1,037,881 $81.2M
Pictet Asset Management Holding SA 0.09% Add +4.8% 1,034,454 $81.0M
Summitry LLC 4.08% Add +1.3% 1,029,545 $80.6M
APG Asset Management N.V. 0.25% Add +1.8% 1,106,881 $80.2M
Bain Capital Public Equity Management II, LLC 6.30% New 1,016,931 $79.6M
Aberdeen Group plc 0.15% Reduce -13.4% 1,019,623 $79.4M
Capitolis Liquid Global Markets LLC 0.69% Add +1222.2% 995,600 $77.9M
State of Wisconsin Investment Board 0.20% Add +5.8% 992,582 $77.7M
STRS Ohio 0.32% Add +3.0% 967,300 $75.7M
Madison Asset Management, LLC 0.84% Reduce -0.4% 957,641 $75.0M
Glenmede Trust Co. NA 0.40% Add +1.6% 957,596 $75.0M
Marshall Wace, LLP 0.10% Reduce -77.1% 956,864 $74.9M
Burkehill Global Management, LP 5.55% New 950,000 $74.4M
Giverny Capital 2.74% Add +0.1% 949,066 $74.3M
Schroder Investment Management Group 0.07% Add +49.1% 940,501 $73.2M
Stifel Financial Corp. 0.08% Add +11.0% 934,833 $73.2M
Clarkston Capital Partners, LLC 1.41% Reduce -10.0% 915,334 $71.7M
Prudential Financial Inc. 0.10% Add +12.4% 914,455 $71.6M
Chevy Chase Trust Holdings, LLC 0.23% Add +14.0% 909,148 $71.2M
Par Capital Management Inc. 2.38% No change 905,000 $70.8M
Thornburg Investment Management Inc. 0.99% Reduce -3.7% 901,559 $70.6M
Premier Fund Managers Ltd 2.62% Add +0.0% 900,362 $70.0M
Toronto Dominion Bank 0.18% Reduce -99.5% 889,350 $69.6M
Bristol John W & Co. Inc. 1.16% Reduce -2.1% 866,853 $67.9M
Blair William & Co. 0.20% Reduce -39.6% 863,837 $67.6M
Jane Street Group, LLC 0.12% Add +122.7% 855,022 $66.9M
Walleye Capital LLC 0.82% Reduce -9.9% 841,336 $65.9M
Corient Private Wealth LP 0.10% Reduce -3.6% 807,304 $63.2M
Atalanta Sosnoff Capital, LLC 1.51% Add +2.3% 806,385 $63.1M
Allspring Global Investments Holdings, LLC 0.11% Add +10.7% 809,616 $62.9M
Central Securities Corp 5.96% No change 800,000 $62.6M
Employees Retirement System of Texas 0.68% New 797,000 $62.4M
Barr E S & Co. 3.78% Reduce -0.4% 794,700 $62.2M
Storebrand Asset Management As 0.20% Add +7.0% 772,195 $60.4M
Carnegie Investment Counsel 1.43% Add +79.9% 819,853 $60.4M
HughesLittle Investment Management Ltd. 12.49% Add +13.3% 765,460 $59.9M
Treasurer of the State of North Carolina 0.24% Add +12.5% 758,538 $59.4M
Mitsubishi UFJ Trust & Banking Corp 0.15% Add +5.0% 756,527 $59.2M
Becker Capital Management Inc. 1.95% Reduce -2.8% 756,186 $59.2M
Paralel Advisors LLC 2.44% No change 750,000 $58.7M
TD Asset Management Inc 0.05% Add +32.2% 747,162 $58.5M
Snyder Capital Management L P 1.25% Add +0.3% 732,780 $57.4M
Asset Management One Co., Ltd. 0.20% Add +14.3% 729,109 $57.1M
Ami Asset Management Corp. 3.31% Reduce -3.2% 722,571 $56.6M
Renaissance Technologies 0.09% Reduce -33.7% 720,641 $56.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +11.1% 686,735 $53.8M
Delta Global Management LP 3.87% Add +25.2% 685,802 $53.7M
Credit Agricole S A 0.20% Add +39.1% 683,027 $53.5M
Public Employees Retirement System of Ohio 0.19% Add +7.5% 681,602 $53.4M
Cibc World Market Inc. 0.12% Add +215.1% 669,881 $52.4M
Aureus Asset Management, LLC 3.64% Reduce -0.5% 664,275 $52.0M
Swedbank AB 0.07% Add +4.2% 650,882 $51.0M
Crestwood Advisors Group, LLC 0.95% Reduce -2.7% 640,928 $50.2M
Federation des caisses Desjardins du Quebec 0.25% Add +83.1% 633,880 $49.7M
Squarepoint Ops LLC 0.12% Reduce -51.4% 631,379 $49.4M
Allianz Asset Management GmbH 0.07% Add +2.4% 624,867 $48.9M
Provident Investment Management, Inc. 4.60% Add +2.0% 623,607 $48.8M
MML Investors Services, LLC 0.16% Add +4.1% 621,978 $48.7M
Lansforsakringar Fondforvaltning AB (publ) 0.30% Add +16.2% 621,171 $48.6M
State of Tennessee, Department of Treasury 0.19% Add +9.9% 616,504 $48.3M
Mackenzie Financial Corp. 0.07% Add +24.4% 616,169 $48.2M
CORDA Investment Management, LLC. 3.79% Reduce -1.3% 608,606 $47.6M
Sandhill Capital Partners LLC 3.81% Reduce -1.8% 592,615 $46.4M
Hudson Bay Capital Management LP 0.34% New 590,527 $46.2M
KLP Kapitalforvaltning As 0.23% Add +9.6% 590,472 $46.2M
State of New Jersey Common Pension Fund D 0.21% Reduce -1.0% 581,976 $45.6M
Coronation Fund Managers Ltd. 2.38% Add +10.6% 560,863 $43.9M
Pinebridge Investments, L.P. 0.35% Reduce -0.8% 560,372 $43.9M
Mariner, LLC 0.07% Add +7.1% 559,803 $43.8M
Longaeva Partners L.P. 26.76% — 559,300 $43.8M
Rafferty Asset Management, LLC 0.19% Add +5.9% 558,670 $43.7M
Ariel Investments 0.51% Reduce -3.9% 558,167 $43.7M
Mount Capital Ltd 14.04% No change 556,678 $43.6M
Resona Asset Management Co.,Ltd. 0.25% Add +16.5% 556,333 $43.5M
Mn Services Vermogensbeheer B.V. 0.33% Reduce -7.4% 551,600 $43.2M
Victory Capital Management Inc. 0.04% Reduce -4.0% 546,682 $42.8M
Nomura Asset Management Co. Ltd. 0.13% Add +13.8% 535,834 $41.9M
Arizona State Retirement System 0.27% Add +15.4% 534,488 $41.8M
Janney Montgomery Scott LLC 0.12% Reduce -6.7% 531,424 $41.6M
Creative Planning 0.04% Add +2.9% 528,584 $41.4M
Basswood Capital Management, L.L.C. 2.32% Add +71.8% 526,290 $41.2M
Nisa Investment Advisors, LLC 0.20% Add +11.6% 513,514 $40.2M
Handelsbanken Fonder AB 0.17% Reduce -3.9% 513,033 $40.2M
Mairs & Power Inc. 0.41% Reduce -53.8% 507,197 $39.7M
North Star Asset Management Inc. 1.80% Add +0.3% 502,969 $39.4M
Caisse de depot et placement du Quebec 0.08% Add +62.3% 493,400 $38.6M
Verition Fund Management LLC 0.23% Add +163.6% 491,358 $38.5M
Voya Investment Management LLC 0.05% Add +7.3% 485,838 $38.0M
Oak Associates Ltd. 2.85% Reduce -0.1% 485,057 $38.0M
Associated Banc-Corp 1.14% Reduce -0.5% 476,839 $37.3M
Lido Advisors, LLC 0.22% Add +12.8% 468,613 $36.7M
State of Michigan Retirement System 0.21% Add +13.9% 462,266 $36.2M
First Manhattan Co. Llc. 0.11% Reduce -0.1% 461,397 $36.1M
Crown Oak Advisors, LLC 18.09% Reduce -0.0% 457,442 $35.8M
Public Sector Pension Investment Board 0.15% Reduce -12.5% 455,604 $35.7M
MetLife Investment Management, LLC 0.19% Add +11.6% 448,982 $35.1M
Berkshire Asset Management LLC 1.66% Add +2.4% 411,686 $34.7M
Hardman Johnston Global Advisors LLC 1.66% Reduce -1.7% 442,953 $34.7M
Allen Operations LLC 5.67% No change 440,097 $34.5M
Greenstone Partners & Co., LLC 9.07% Add +99.4% 436,275 $34.2M
Assetmark, Inc. 0.09% Add +7.3% 431,319 $33.8M
Corebridge Financial, Inc. 0.19% Add +8.7% 418,026 $32.7M
DekaBank Deutsche Girozentrale 0.06% Add +5.9% 419,318 $32.4M
Hosking Partners LLP 1.35% Reduce -0.9% 409,060 $32.0M
ProShare Advisors LLC 0.07% Add +26.6% 405,470 $31.7M
Cetera Investment Advisers 0.06% Add +5.3% 399,124 $31.2M
Czech National Bank 0.28% Add +20.8% 391,408 $30.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +22.6% 389,708 $30.5M
Forsta Ap-Fonden 0.23% Add +6.8% 389,701 $30.5M
Susquehanna International Group, LLP 0.05% Reduce -40.2% 385,388 $30.2M
Gateway Investment Advisers LLC 0.34% Add +1.4% 380,920 $29.8M
D.A. Davidson & Co. 0.24% Add +0.5% 380,259 $29.8M
Cresset Asset Management, LLC 0.15% Reduce -1.8% 377,974 $29.6M
Teacher Retirement System of Texas 0.12% Add +298.7% 376,425 $29.5M
HighTower Advisors, LLC 0.04% Reduce -6.2% 376,081 $29.4M
1832 Asset Management L.P. 0.06% Add +332.2% 374,453 $29.3M
Mizuho Markets Americas LLC 0.63% Add +81.8% 371,694 $29.1M
Whittier Trust Co. 0.40% Add +83.4% 368,994 $28.9M
Commonwealth Equity Services, LLC 0.04% Reduce -5.6% 366,258 $28.7M
Park Presidio Capital LLC 7.14% Add +0.3% 363,965 $28.5M
Comerica Bank 0.12% Add +14.5% 359,348 $28.1M
Eisler Capital Management Ltd. 0.83% Add +920.1% 353,159 $27.6M
Zimmer Partners, LP 0.56% New 350,000 $27.4M
Calamos Advisors LLC 0.19% Add +1.1% 347,744 $27.2M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +10.1% 346,583 $27.1M
Man Group plc 0.08% Reduce -26.0% 344,245 $26.9M
PNC Financial Services Group, Inc. 0.01% Add +11.1% 340,705 $26.7M
DNB Asset Management AS 0.12% Reduce -22.7% 340,118 $26.6M
Greatmark Investment Partners, Inc. 3.61% Add +2.0% 338,582 $26.5M
Amalgamated Bank 0.22% Add +15.8% 333,787 $26.1M
Blue Whale Capital LLP 2.11% Add +49.1% 333,681 $26.1M
Flputnam Investment Management Co. 0.49% Add +1.6% 332,774 $26.0M
Osaic Holdings, Inc. 0.06% Reduce -1.6% 331,515 $26.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.16% Reduce -33.6% 329,377 $25.8M
Sequoia Financial Advisors, LLC 0.20% Add +2.0% 328,160 $25.7M
Moore Capital Management, LP 1.00% Reduce -47.4% 323,785 $25.3M
Picton Mahoney Asset Management 0.87% New 321,930 $25.2M
Park National Corp. 0.92% Reduce -1.8% 318,400 $24.9M
IFM Investors Pty Ltd 0.27% Add +7.7% 318,346 $24.9M
Martingale Asset Management L P 0.63% Add +188.1% 318,175 $24.9M
Capstone Investment Advisors, LLC 0.28% Add +309.8% 312,885 $24.5M
Parkwood LLC 2.37% New 309,857 $24.3M
Xponance LLC 0.23% Add +17.5% 305,641 $23.9M
DAVENPORT & Co LLC 0.14% Add +14.6% 303,469 $23.7M
Epoch Investment Partners, Inc. 0.12% New 300,474 $23.5M
Bessemer Group Inc. 0.04% Reduce -7.9% 297,827 $23.3M
Davis Selected Advisers 0.13% Reduce -0.8% 297,606 $23.3M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +33.8% 308,308 $22.6M
Rockefeller Capital Management L.P. 0.06% Add +8.0% 287,064 $22.5M
Natixis 0.13% Add +340.1% 286,132 $22.3M
Daiwa Securities Group Inc. 0.09% Add +16.6% 285,014 $22.3M
Captrust Financial Advisors 0.06% Add +6.2% 282,730 $22.1M
Cwm, LLC 0.09% Add +9.8% 281,545 $22.0M
North Reef Capital Management LP 0.93% Reduce -26.7% 275,000 $21.5M
Utah Retirement Systems 0.25% Add +11.1% 274,697 $21.5M
GW Henssler & Associates Ltd. 1.23% Reduce -3.5% 273,285 $21.4M
NFJ Investment Group, LLC 0.71% New 270,429 $21.2M
Warther Private Wealth, LLC 7.01% Add +22.3% 269,060 $21.1M
Heron Bay Capital Management 4.40% Add +3.2% 267,203 $20.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.35% Reduce -3.5% 266,786 $20.9M
Financial Counselors Inc. 0.31% Reduce -3.2% 263,219 $20.6M
Crossmark Global Holdings, Inc. 0.36% Reduce -1.3% 259,738 $20.3M
Pathstone Holdings, LLC 0.09% Add +67.1% 258,690 $20.2M
CIBC Asset Management Inc 0.07% Add +0.8% 257,437 $20.2M
Prana Capital Management, LP 0.82% New 256,305 $20.1M
Swiss Life Asset Management Ltd 0.14% Add +30.1% 253,622 $19.9M
M&T Bank Corp 0.07% Reduce -12.7% 251,437 $19.7M
New York Life Investment Management LLC 0.20% Add +23.9% 248,786 $19.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +19.0% 245,363 $19.2M
Davidson Investment Advisors 0.94% Reduce -5.8% 244,208 $19.1M
USS Investment Management Ltd 0.14% Reduce -18.6% 242,843 $19.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -14.9% 242,860 $19.0M
Police & Firemen's Retirement System of New Jersey 0.19% Add +11.1% 241,407 $18.9M
Dudley & Shanley, Inc. 2.97% Add +0.1% 240,563 $18.8M
W.G. Shaheen & Associates DBA Whitney & Co 1.97% Reduce -16.0% 236,960 $18.5M
Titan Global Capital Management USA LLC 3.82% Reduce -16.9% 236,792 $18.5M
Peapack Gladstone Financial Corp. 0.27% Reduce -2.7% 235,009 $18.4M
B. Metzler seel. Sohn & Co. AG 0.19% Add +37.1% 232,542 $18.2M
Public Employees Retirement Association of Colorado 0.08% Add +6.7% 230,751 $18.1M
AXA S.A. 0.06% Reduce -1.5% 230,593 $18.1M
Varma Mutual Pension Insurance Co 0.15% Reduce -9.4% 229,081 $17.9M
Busey Bank 0.60% Add +3.2% 227,679 $17.8M
Clearstead Advisors, LLC 0.27% Reduce -0.6% 223,457 $17.5M
Live Oak Private Wealth LLC 2.81% Add +0.6% 221,476 $17.3M
First Foundation Advisors 0.71% Reduce -9.4% 221,426 $17.3M
Mercer Global Advisors Inc. 0.04% Reduce -23.1% 221,413 $17.3M
Point72 Europe (London) LLP 1.19% Add +140.6% 220,600 $17.3M
Cohen Capital Management, Inc. 2.96% Reduce -3.6% 220,460 $17.3M
Group One Trading LLC 0.70% Add +37.0% 213,376 $16.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +9.8% 213,323 $16.7M
Yousif Capital Management, LLC 0.19% Add +10.5% 212,673 $16.6M
GCM Grosvenor Holdings, LLC 2.56% New 211,000 $16.5M
Everett Harris & Co. 0.21% Add +0.1% 210,451 $16.5M
Smith Group Asset Management, LLC 1.22% New 208,086 $16.3M
Quantinno Capital Management LP 0.11% Add +112.4% 207,181 $16.2M
Nissay Asset Management Corp. /Japan 0.11% Add +8.8% 206,855 $16.2M
Cibc World Markets Corp. 0.13% Reduce -14.3% 206,375 $16.2M
Goodman Financial Corp 3.47% Reduce -1.3% 205,446 $16.1M
Focus Partners Wealth 0.04% Add +6.1% 201,397 $15.8M
Rwa Wealth Partners, LLC 0.20% Reduce -4.6% 200,815 $15.7M
Lathrop Investment Management Co. 3.11% Add +0.3% 200,400 $15.7M
Maplelane Capital, LLC 1.46% Reduce -10.1% 200,000 $15.7M
OP Asset Management Ltd 0.26% — 199,773 $15.6M
State of Alaska, Department of Revenue 0.18% Add +17.2% 199,687 $15.6M
Robeco Institutional Asset Management B.V. 0.03% Add +85.3% 199,585 $15.6M
Beacon Pointe Advisors, LLC 0.18% Add +2.9% 199,361 $15.6M
Sanctuary Advisors, LLC 0.11% Add +1.0% 198,884 $15.6M
Courant Investment Management LLC 13.02% No change 198,499 $15.5M
Mutual of America Capital Management LLC 0.18% Add +10.7% 198,181 $15.5M
Cutler Investment Counsel LLC 1.85% Reduce -3.1% 196,479 $15.4M
United Asset Strategies, Inc. 1.40% Add +2.3% 192,558 $15.1M
GAM Holding AG 1.17% Reduce -3.8% 192,209 $15.0M
Alberta Investment Management Corp 0.11% New 191,079 $15.0M
Debussy Capital Management LP 2.40% Reduce -5.2% 190,195 $14.9M
Pacific Heights Asset Management LLC 1.00% Add +70.9% 188,000 $14.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% — 186,000 $14.6M
Schonfeld Strategic Advisors LLC 0.10% Reduce -34.3% 185,455 $14.5M
Allen Mooney & Barnes Investment Advisors LLC 2.34% Add +2.2% 183,489 $14.4M
CX Institutional 0.53% Add +1845.7% 180,913 $14.2M
Blume Capital Management, Inc. 3.16% Reduce -0.5% 179,620 $14.1M
Poehling Capital Management, INC. 3.54% Add +0.0% 178,801 $14.0M
Tran Capital Management, L.P. 1.88% Reduce -9.1% 178,422 $14.0M
Jain Global LLC 0.29% Add +491.3% 178,288 $14.0M
Edgemoor Investment Advisors, Inc. 1.29% Add +1.0% 178,210 $14.0M
Curi Capital, LLC 0.34% Reduce -11.8% 177,527 $13.9M
ProVise Management Group, LLC 1.18% Add +6.5% 177,520 $13.9M
TCTC Holdings, LLC 0.48% Add +0.0% 175,159 $13.7M
Interval Partners, LP 0.48% Add +152.6% 174,875 $13.7M
Evercore Wealth Management, LLC 0.22% Reduce -0.5% 174,460 $13.7M
HFR Wealth Management, LLC 3.32% Reduce -0.2% 174,297 $13.6M
AMF Tjanstepension AB 0.10% Reduce -32.5% 174,100 $13.6M
GenTrust, LLC 0.65% Add +0.0% 174,152 $13.6M
Equitable Holdings, Inc. 0.13% Add +3.3% 171,716 $13.4M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -10.7% 171,467 $13.4M
O'shaughnessy Asset Management, LLC 0.11% Add +36.8% 171,074 $13.4M
Tocqueville Asset Management L.P. 0.22% Reduce -6.5% 170,594 $13.4M
Jacobs & Co. 1.39% Reduce -0.3% 167,166 $13.1M
Empower Advisory Group, LLC 0.04% Reduce -2.9% 166,298 $13.0M
Intech Investment Management LLC 0.13% Add +77.4% 165,408 $12.9M
Asset Advisors Investment Management, LLC 1.36% Reduce -0.8% 164,872 $12.9M
Jacobson & Schmitt Advisors, LLC 2.63% Add +1.2% 164,359 $12.9M
World Investment Advisors 0.33% Add +7.6% 163,007 $12.8M
Steward Partners Investment Advisory, LLC 0.11% Add +5.0% 160,807 $12.6M
Winslow Asset Management Inc. 2.75% Reduce -3.8% 159,234 $12.5M
Elgethun Capital Management 2.78% Add +7.6% 159,001 $12.4M
Talbot Financial, LLC 1.56% Reduce -2.1% 158,661 $12.4M
Perigon Wealth Management, LLC 0.32% Add +0.3% 157,450 $12.3M
Modera Wealth Management, LLC 0.17% Reduce -2.5% 157,263 $12.3M
Montag & Caldwell, LLC 2.85% Reduce -2.9% 157,010 $12.3M
Ilmarinen Mutual Pension Insurance Co 0.11% Reduce -16.1% 156,971 $12.3M
Lakehouse Capital Pty Ltd 8.14% No change 156,467 $12.2M
Ieq Capital, LLC 0.10% Add +101.0% 156,183 $12.2M
Kestra Advisory Services, LLC 0.06% Add +3.5% 156,118 $12.2M
Financial Avengers, Inc. 6.19% Reduce -2.0% 156,047 $12.2M
Addenda Capital Inc. 0.45% Add +7.3% 155,764 $12.2M
First Trust Advisors LP 0.01% Add +204.8% 155,671 $12.2M
Rakuten Investment Management, Inc. 0.06% — 156,582 $12.2M
Snowden Capital Advisors LLC 0.39% Add +2.8% 155,528 $12.2M
Atria Investments, Inc 0.15% Add +9.3% 154,350 $12.1M
Ethic Inc. 0.24% Add +1.7% 155,389 $12.1M
Sculptor Capital LP 0.42% New 152,783 $12.0M
Orion Porfolio Solutions, LLC 0.12% Reduce -21.3% 151,304 $11.8M
Orion Portfolio Solutions, LLC 0.12% Reduce -21.3% 151,304 $11.8M
Mediolanum International Funds Ltd 0.16% Add +92.3% 151,927 $11.8M
Bowen Hanes & Co. Inc. 0.33% Reduce -74.7% 150,606 $11.8M
ASR Vermogensbeheer N.V. 0.17% — 150,480 $11.8M
Vanguard Personalized Indexing Management, LLC 0.17% Add +21.5% 150,263 $11.8M
Cornerstone Capital, Inc. 1.24% Reduce -26.4% 147,202 $11.5M
Oregon Public Employees Retirement Fund 0.22% Add +14.3% 146,392 $11.5M
Van Cleef Asset Management,Inc 1.29% Add +1.1% 145,479 $11.4M
Great Lakes Retirement, Inc. 1.49% Add +2.2% 145,184 $11.4M
Banque Pictet & Cie SA 0.12% Reduce -5.6% 144,504 $11.3M
Woodline Partners LP 0.07% Add +60.4% 143,972 $11.3M
Fifth Third Bancorp 0.04% Reduce -1.8% 142,361 $11.1M
Parthenon LLC 1.36% Add +0.1% 141,305 $11.1M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -14.1% 141,000 $11.0M
Townsquare Capital LLC 0.12% Add +126.1% 139,951 $11.0M
Lighthouse Investment Partners, LLC 0.50% Add +391.6% 139,442 $10.9M
Mesirow Financial Investment Management, Inc. 0.21% Reduce -0.7% 137,909 $10.8M
Spire Wealth Management 0.34% Add +53.5% 137,589 $10.8M
Wealthfront Advisers LLC 0.03% Add +29.6% 137,427 $10.8M
HUB Investment Partners, LLC 0.43% Add +0.2% 137,340 $10.8M
Nicholas Company, Inc. 0.19% No change 136,737 $10.7M
Mizuho Securities USA LLC 0.23% Reduce -3.7% 136,448 $10.7M
Hanson & Doremus Investment Management 1.55% Add +9.2% 135,963 $10.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.9% 135,692 $10.6M
Advisors Capital Management, LLC 0.16% Add +15.9% 134,787 $10.6M
Ironwood Investment Counsel, LLC 1.80% Add +3.1% 133,361 $10.4M
McGuire Investment Group, LLC 1.54% Add +0.2% 132,803 $10.4M
Boston Common Asset Management, LLC 0.31% Reduce -45.3% 131,612 $10.3M
Teachers Retirement System of the State of Kentucky 0.09% Add +18.9% 131,476 $10.3M
Oppenheimer Asset Management Inc. 0.13% Reduce -2.5% 130,865 $10.2M
Worldquant Millennium Advisors LLC 0.06% Reduce -59.4% 130,507 $10.2M
M&G PLC 0.07% Reduce -3.6% 129,386 $10.1M
MAI Capital Management 0.08% Reduce -1.3% 128,588 $10.1M
UNIVEST FINANCIAL Corp 0.66% Reduce -6.8% 128,120 $10.0M
Jamison Private Wealth Management, Inc. 1.52% Add +0.0% 127,353 $10.0M
Principal Securities, Inc. 0.22% No change 133,843 $9.9M
First Merchants Corp. 0.39% Add +0.5% 125,916 $9.9M
Westbourne Investment Advisors, Inc. 3.49% Add +1.4% 125,500 $9.8M
Discovery Capital Management, LLC / CT 1.19% New 125,000 $9.8M
Baker Avenue Asset Management, LP 0.31% Add +3.0% 124,882 $9.8M
Motco 1.03% Add +1.0% 124,459 $9.7M
Thompson Investment Management, Inc. 1.46% Reduce -1.9% 124,002 $9.7M
Generali Asset Management SPA SGR 0.24% Add +71.2% 123,755 $9.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +15.2% 123,005 $9.6M
Sandy Spring Bank 0.40% Reduce -1.1% 120,818 $9.5M
Kinsale Capital Group, Inc. 2.31% Add +13.9% 120,116 $9.4M
Advocate Group LLC 1.71% Reduce -1.0% 119,930 $9.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Add +13.7% 119,211 $9.3M
Sendero Wealth Management, LLC 1.29% Add +9.2% 118,785 $9.3M
Candriam S.C.A. 0.06% Add +2.0% 118,781 $9.3M
Grassi Investment Management 0.86% Reduce -0.2% 118,518 $9.3M
Hyperion Capital Advisors LP 5.04% Reduce -11.9% 118,254 $9.3M
Timber Creek Capital Management LLC 2.46% Reduce -0.2% 117,690 $9.2M
Daiichi Life Insurance Co., Ltd. 0.27% Add +0.7% 117,357 $9.2M
Nomura Holdings Inc. 0.05% Add +565.5% 116,164 $9.1M
Tower Bridge Advisors 1.03% Reduce -4.5% 116,118 $9.1M
Tidal Investments LLC 0.08% Reduce -16.4% 115,455 $9.0M
Meiji Yasuda Asset Management Co Ltd. 0.36% Add +43.9% 114,761 $9.0M
Point72 Hong Kong Ltd 0.64% Reduce -69.8% 114,647 $9.0M
Whittier Trust Co. of Nevada Inc. 0.23% Add +346.0% 113,915 $8.9M
&partners 0.09% Add +14.4% 114,340 $8.9M
Kentucky Retirement Systems 0.27% Add +10.2% 113,157 $8.9M
Evergreen Capital Management LLC 0.30% Reduce -25.2% 112,538 $8.8M
UniSuper Management Pty Ltd 0.07% Add +17.7% 112,318 $8.8M
Pragma Gestao DE Patrimonio Ltd. 4.68% New 111,700 $8.7M
Westpac Banking Corp. 0.64% Add +76.1% 110,999 $8.7M
NEOS Investment Management LLC 0.16% Add +24.1% 109,878 $8.6M
Cornerstone Advisors, LLC 0.36% No change 107,800 $8.4M
Glenview Trust Co 0.16% Add +3.9% 107,062 $8.4M
Great Lakes Advisors, LLC 0.07% Reduce -1.1% 106,589 $8.4M
Patten & Patten Inc. 0.56% Add +0.5% 106,511 $8.3M
Morningstar Investment Services LLC 1.52% Reduce -55.5% 105,850 $8.3M
Country Club Bank 0.56% Reduce -16.1% 106,462 $8.3M
Americana Partners, LLC 0.32% Reduce -0.0% 105,140 $8.2M
Private Wealth Partners, LLC 0.68% Add +92.7% 105,088 $8.2M
Hartford Investment Management Co. 0.28% Add +12.6% 104,040 $8.1M
BNP Paribas 0.34% Add +42.2% 103,382 $8.1M
Shelton Capital Management 0.19% Add +13.4% 103,158 $8.1M
Baldwin Wealth Partners LLC 0.56% Reduce -1.9% 101,868 $8.0M
Citizens Financial Group Inc. 0.16% Add +0.8% 101,733 $8.0M
Private Advisor Group, LLC 0.05% Add +3.6% 101,695 $8.0M
Choreo, LLC 0.12% Reduce -17.8% 101,522 $7.9M
National Philanthropic Trust 0.13% Reduce -37.8% 101,279 $7.9M
Avanza Fonder AB 0.26% Reduce -4.0% 100,672 $7.9M
Metis Global Partners, LLC 0.22% Add +24.3% 101,018 $7.9M
NewEdge Advisors, LLC 0.05% Add +2.6% 100,337 $7.9M
Nearwater Capital Markets, Ltd 0.22% No change 100,000 $7.8M
Gulf International Bank (UK) Ltd 0.27% Reduce -17.2% 98,881 $7.7M
Roundview Capital LLC 0.56% Reduce -1.8% 98,304 $7.7M
Vestmark Advisory Solutions, Inc. 0.20% Add +94.2% 98,081 $7.7M
Redmond Asset Management, LLC 1.98% Reduce -0.8% 98,007 $7.7M
Lafayette Investments, Inc. 1.61% Reduce -0.7% 97,500 $7.6M
Kohmann Bosshard Financial Services, LLC 0.89% Reduce -4.7% 96,724 $7.6M
Argent Trust Co 0.31% Add +3.0% 96,269 $7.5M
AMG National Trust Bank 0.21% Add +20.7% 95,801 $7.5M
Private Advisory Group LLC 0.85% Add +10.9% 95,297 $7.5M
Spectrum Financial Alliance Ltd LLC 2.42% Reduce -7.0% 95,179 $7.5M
KCM Investment Advisors LLC 0.27% Reduce -8.4% 95,061 $7.4M
Ascent Group, LLC 0.32% Add +2.3% 94,902 $7.4M
Geneos Wealth Management Inc. 0.25% Reduce -5.0% 94,083 $7.4M
Beverly Hills Private Wealth, LLC 1.47% Add +10.1% 93,943 $7.4M
1248 Management, LLC 3.14% No change 93,729 $7.3M
Aviance Capital Partners, LLC 1.02% Add +2.0% 92,775 $7.3M
Louisiana State Employees Retirement System 0.14% Add +13.9% 91,600 $7.2M
Capital Investment Counsel, Inc 1.06% Add +1.1% 90,957 $7.1M
Fortress Investment Group LLC 1.26% New 90,693 $7.1M
Allen Capital Group, LLC 0.81% Add +17.5% 90,514 $7.1M
Securian Asset Management, Inc. 0.21% Add +12.3% 90,259 $7.1M
Dorsey & Whitney Trust CO LLC 0.41% Reduce -11.8% 90,201 $7.1M
Oppenheimer & Co. Inc. 0.11% Reduce -1.9% 89,771 $7.0M
Aware Super Pty Ltd as trustee of Aware Super 0.12% New 89,530 $7.0M
Burney Co./ 0.25% New 89,401 $7.0M
Wealthspire Advisors, LLC 0.04% Add +95.8% 88,702 $6.9M
Radnor Capital Management, LLC 1.16% Add +0.1% 88,479 $6.9M
Pacer Advisors, Inc. 0.02% Reduce -27.2% 87,092 $6.8M
American Assets Investment Management, LLC 0.59% No change 86,674 $6.8M
Beck Bode, LLC 1.26% Reduce -3.0% 86,364 $6.8M
Vinva Investment Management Ltd 0.27% Add +19.1% 86,836 $6.8M
Norinchukin Bank, The 0.12% Add +27.1% 85,656 $6.7M
Bridgewater Associates 0.03% New 84,797 $6.6M
Skba Capital Management LLC 0.99% Reduce -0.3% 84,600 $6.6M
Mezzasalma Advisors, LLC 2.29% Add +0.1% 84,517 $6.6M
Motley Fool Asset Management LLC 0.37% Add +1.3% 84,360 $6.6M
Concentric Capital Strategies, LP 0.66% New 84,065 $6.6M
Baxter Bros Inc. 0.85% Add +43.2% 82,494 $6.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -6.7% 81,167 $6.4M
ICICI Prudential Asset Management Co Ltd 0.83% No change 81,080 $6.3M
Elo Mutual Pension Insurance Co 0.14% Reduce -44.5% 81,004 $6.3M
Pring Turner Capital Group Inc. 3.93% Add +0.4% 80,992 $6.3M
Waverly Advisors, LLC 0.08% Add +101.3% 80,882 $6.3M
WCG Wealth Advisors LLC 0.48% Reduce -5.2% 80,468 $6.3M
Jefferies Financial Group Inc. 0.11% Add +914.6% 80,370 $6.3M
Scotia Capital Inc. 0.03% Add +2.2% 80,094 $6.3M
New Mexico Educational Retirement Board 0.22% Add +11.9% 79,687 $6.2M
Abn Amro Investment Solutions 0.13% Add +8.0% 78,780 $6.2M
Cloverfields Capital Group, LP 2.02% Reduce -5.8% 78,302 $6.1M
Maryland State Retirement & Pension System 0.14% Reduce -3.2% 77,478 $6.1M
Wilmington Savings Fund Society, FSB 0.11% Add +7.0% 77,428 $6.1M
Marco Investment Management LLC 0.56% Add +0.3% 77,389 $6.1M
Caisse Des Depots Et Consignations 0.29% No change 77,047 $6.0M
NewEdge Wealth, LLC 0.11% Add +3.4% 76,881 $6.0M
SG Americas Securities, LLC 0.02% Add +44.6% 76,396 $6.0M
Commerce Bank 0.04% Reduce -1.2% 76,341 $6.0M
LaFleur & Godfrey LLC 0.81% Reduce -12.1% 76,010 $6.0M
SteelPeak Wealth, LLC 0.25% Reduce -2.1% 75,839 $5.9M
Cinctive Capital Management LP 0.47% New 75,400 $5.9M
Monashee Investment Management LLC 0.71% New 75,000 $5.9M
Marshall & Sullivan Inc. 2.98% Reduce -1.9% 74,986 $5.9M
Salvus Wealth Management, LLC 3.67% Add +0.5% 74,798 $5.9M
Colonial Trust Advisors 0.52% Add +14.2% 74,539 $5.8M
Birch Capital Management, LLC 2.96% Reduce -2.1% 72,737 $5.7M
Trajan Wealth LLC 0.31% Add +12.1% 72,554 $5.7M
Fagan Associates, Inc. 0.95% Add +4.0% 72,423 $5.7M
AG2R La Mondiale Gestion D'actifs 0.31% — 63,766 $5.6M
Naples Global Advisors, LLC 0.53% Reduce -0.2% 71,642 $5.6M
Kavar Capital Partners Group, LLC 0.93% No change 71,463 $5.6M
Central Pacific Bank - Trust Division 0.80% Reduce -7.7% 71,002 $5.6M
Thompson Siegel & Walmsley LLC 0.09% Reduce -18.6% 70,932 $5.6M
Seneca House Advisors 2.36% Reduce -0.3% 70,609 $5.5M
Avantax Advisory Services, Inc. 0.03% Add +16.1% 70,461 $5.5M
Prentiss Smith & Co. Inc. 3.55% Add +23.6% 69,983 $5.5M
American Trust Investment Advisors, LLC 2.27% Add +3.5% 69,372 $5.4M
Gilman Hill Asset Management, LLC 0.94% Add +3.2% 69,153 $5.4M
Legal Advantage Investments, Inc. 2.87% Add +6.3% 67,900 $5.3M
Twin Lakes Capital Management, LLC 3.57% Reduce -3.2% 67,761 $5.3M
GHP Investment Advisors, Inc. 0.25% Add +3.9% 67,719 $5.3M
Callan Family Office, LLC 0.40% Reduce -3.2% 67,694 $5.3M
Citizens Business Bank 1.14% Reduce -29.1% 66,955 $5.2M
Perkins Coie Trust Co 1.18% Reduce -0.6% 66,546 $5.2M
Spectrum Asset Management, Inc. (NB/CA) 2.31% Add +1.1% 66,378 $5.2M
Semmax Financial Advisors Inc. 1.40% Reduce -8.6% 61,298 $5.2M
OMERS ADMINISTRATION Corp 0.05% Add +4.7% 65,891 $5.2M
Investment Research & Advisory Group, Inc. 2.13% Add +2.0% 65,182 $5.1M
LGT Group Foundation 0.07% Reduce -3.9% 64,203 $5.0M
Allstate Corp. 0.15% Add +34.0% 63,617 $5.0M
Achmea Investment Management B.V. 0.07% Add +44.8% 63,395 $5.0M
Quinn Opportunity Partners LLC 0.35% New 63,214 $4.9M
Prudential PLC 0.02% Reduce -3.8% 63,010 $4.9M
Synovus Financial Corp. 0.06% Add +17.5% 62,383 $4.9M
Engineers Gate Manager LP 0.08% Reduce -45.0% 62,271 $4.9M
Orange Investment Advisors, Inc. 0.58% Add +6.8% 62,087 $4.9M
Empowered Funds, LLC 0.07% Add +26.4% 62,040 $4.9M
Lincoln Capital Corp. 2.02% Reduce -3.6% 61,929 $4.8M
Bain Capital Public Equity, LP 5.30% New 61,521 $4.8M
Condor Capital Management 0.45% Reduce -1.7% 61,286 $4.8M
FJ Capital Management LLC 0.49% New 61,043 $4.8M
Wolverine Trading, LLC 0.15% Add +35.6% 61,065 $4.8M
Oliver Luxxe Assets LLC 0.88% Add +61.0% 60,337 $4.7M
Lincoln Capital LLC 0.99% Reduce -2.0% 61,652 $4.7M
Siemens Fonds Invest GmbH 0.32% Add +3.8% 60,194 $4.7M
DLK Investment Management, LLC 1.94% Add +0.8% 59,121 $4.6M
Gabelli Funds LLC 0.04% Reduce -4.0% 58,762 $4.6M
Parallax Volatility Advisers, L.P. 0.18% Reduce -55.1% 58,715 $4.6M
Klein Pavlis & Peasley Financial, Inc. 3.28% Reduce -0.3% 58,608 $4.6M
Hennion & Walsh Asset Management, Inc. 0.20% Add +4.2% 57,983 $4.5M
Investment Management Corp of Ontario 0.09% New 57,969 $4.5M
iA Global Asset Management Inc. 0.08% Add +317.6% 57,685 $4.5M
Greenleaf Trust 0.04% Add +6.2% 57,657 $4.5M
Vident Advisory, LLC 0.07% Add +22.0% 57,588 $4.5M
Wolverine Asset Management LLC 0.34% Add +147.9% 57,575 $4.5M
Harrington Investments, INC 2.54% Reduce -0.3% 57,063 $4.5M
Arkadios Wealth Advisors 0.17% Add +380.8% 57,044 $4.5M
Voya Financial Advisors, Inc. 0.49% Reduce -0.7% 57,039 $4.4M
SummitTX Capital, L.P. 0.20% — 56,574 $4.4M
Integrated Advisors Network LLC 0.22% Add +281.0% 56,357 $4.4M
GS Investments, Inc. 2.07% Reduce -0.0% 56,098 $4.4M
Montag A & Associates Inc. 0.22% Add +5.2% 55,899 $4.4M
Tower Research Capital LLC (TRC) 0.13% Reduce -47.6% 55,682 $4.4M
Conning Inc. 0.16% Reduce -16.1% 55,647 $4.4M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +34.3% 55,553 $4.3M
Brevan Howard Capital Management LP 0.12% Reduce -72.9% 55,703 $4.3M
K.J. Harrison & Partners Inc 0.84% Reduce -6.8% 54,943 $4.3M
Hamilton Capital Partners Inc. 0.28% Add +17.0% 54,881 $4.3M
FWL Investment Management, LLC 1.59% Add +767.4% 54,734 $4.3M
Permanens Capital L.P. 0.78% Add +16.1% 54,528 $4.3M
Intrinsic Value Partners, LLC 4.19% Reduce -0.2% 54,238 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +14.2% 54,200 $4.2M
William Allan Corp 2.66% Add +8.4% 54,155 $4.2M
Pittenger & Anderson Inc. 0.16% Add +3.2% 54,122 $4.2M
Brookstone Capital Management 0.06% Add +728.3% 54,061 $4.2M
Mengis Capital Management, Inc. 0.88% Reduce -1.8% 53,842 $4.2M
Moneta Group Investment Advisors LLC 0.06% Reduce -15.3% 53,545 $4.2M
AlTi Global, Inc. 0.11% Add +1.3% 53,312 $4.2M
Prospera Financial Services Inc 0.10% Add +4.2% 53,054 $4.2M
HB Wealth Management, LLC 0.03% Add +16.2% 52,946 $4.1M
Capital Analysts, LLC 0.15% Add +6.2% 52,882 $4.1M
Delta Capital Management LLC 2.43% Reduce -3.0% 52,850 $4.1M
First American Bank 0.31% Add +0.2% 52,842 $4.1M
Algert Global LLC 0.10% New 52,604 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +12.5% 52,090 $4.1M
Colonial Trust Co / SC 0.63% Add +2.6% 51,757 $4.1M
Mgo One Seven LLC 0.16% Add +4.5% 51,159 $4.0M
Hixon Zuercher, LLC 1.40% Add +1.4% 50,724 $4.0M
Community Financial Services Group, LLC 0.86% Reduce -15.7% 50,423 $3.9M
Empirical Finance, LLC 0.24% Add +1.7% 50,212 $3.9M
Annandale Capital, LLC 0.73% Reduce -16.9% 49,748 $3.9M
Daymark Wealth Partners, LLC 0.17% Reduce -0.6% 49,704 $3.9M
Keybank National Association 0.02% Reduce -21.3% 49,608 $3.9M
Tandem Capital Management Corp. 2.17% No change 49,551 $3.9M
SOL Capital Management CO 0.42% Add +0.2% 49,026 $3.8M
Southeast Asset Advisors, LLC 0.47% Reduce -0.8% 48,654 $3.8M
JB Capital LLC 0.21% Reduce -2.2% 48,409 $3.8M
Paradigm Asset Management Co. LLC 1.01% No change 48,350 $3.8M
Hunter Perkins Capital Management, LLC 0.88% Reduce -12.3% 48,268 $3.8M
Patriot Financial Group Insurance Agency, LLC 0.51% Add +9.7% 48,203 $3.8M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Add +17.3% 48,197 $3.8M
Conscious Wealth Investments, LLC 2.62% Add +0.7% 44,651 $3.8M
B. Riley Wealth Advisors, Inc. 0.11% Add +14.1% 48,087 $3.8M
Twin Capital Management Inc. 0.44% Add +852.7% 48,027 $3.8M
Malaga Cove Capital, LLC 1.62% Add +0.3% 47,882 $3.7M
Bailard, Inc. 0.10% Reduce -3.3% 47,819 $3.7M
Fiduciary Financial Group, LLC 0.81% Reduce -2.6% 50,156 $3.7M
OneDigital Investment Advisors LLC 0.04% Reduce -1.0% 47,116 $3.7M
SAM Advisors, LLC 1.38% Reduce -2.8% 47,060 $3.7M
Greenup Street Wealth Management LLC 0.73% Add +5.0% 47,027 $3.7M
Means Investment Co., Inc. 0.39% Reduce -56.4% 46,958 $3.7M
Modus Advisors, LLC 1.20% Add +1.2% 46,813 $3.7M
LBP Am SA 0.06% Reduce -3.7% 46,806 $3.7M
Barnes Dennig Private Wealth Management LLC 5.54% — 46,791 $3.7M
First National Trust Co 0.14% New 45,471 $3.6M
LS Investment Advisors, LLC 0.54% Add +41.2% 45,095 $3.5M
Teewinot Capital Advisers, L.L.C. 0.36% Reduce -92.9% 44,934 $3.5M
East Coast Asset Management, LLC. 1.24% Reduce -2.4% 44,889 $3.5M
Merit Financial Group, LLC 0.05% Add +33.8% 44,886 $3.5M
Caprock Group, LLC 0.11% Reduce -15.1% 44,879 $3.5M
Cabot Wealth Management Inc. 0.45% Reduce -0.4% 44,873 $3.5M
Mach-1 Financial Group, LLC 1.05% New 44,702 $3.5M
Chatham Capital Group, Inc. 0.58% Reduce -1.5% 44,137 $3.5M
TCW Group Inc. 0.03% Add +18.0% 44,023 $3.4M
Buttonwood Financial Advisors Inc. 1.51% Reduce -0.3% 43,867 $3.4M
Banco Santander, S.A. 0.04% Add +168.5% 43,803 $3.4M
Harfst & Associates, Inc. 0.79% Reduce -1.2% 43,640 $3.4M
Dakota Wealth Management 0.08% Add +9.2% 43,594 $3.4M
Courier Capital LLC 0.22% Reduce -3.4% 43,587 $3.4M
Pettee Investors, Inc. 2.02% Reduce -3.1% 43,287 $3.4M
Maia Wealth LLC 0.77% Add +2.0% 44,050 $3.4M
180 Wealth Advisors, LLC 0.54% Add +1.9% 42,870 $3.4M
Fiduciary Group, LLC 0.34% Reduce -2.6% 42,838 $3.4M
American Trust 0.83% Add +2.5% 42,802 $3.4M
SGL Investment Advisors, Inc. 1.73% Add +1.4% 39,205 $3.3M
Red Spruce Capital, LLC 1.55% Add +0.3% 42,180 $3.3M
Oak Harvest Investment Services 0.46% New 41,952 $3.3M
Goelzer Investment Management, Inc. 0.19% Add +0.3% 41,936 $3.3M
Composition Wealth, LLC 0.07% Add +0.4% 41,900 $3.3M
Pine Haven Investment Counsel, Inc 2.74% Reduce -1.5% 41,683 $3.3M
CI Investments Inc. 0.01% Add +12.9% 41,652 $3.3M
Stonebridge Capital Advisors LLC 0.26% Add +2.0% 41,402 $3.2M
Victrix Investment Advisors 1.70% Reduce -1.5% 43,248 $3.2M
AE Wealth Management LLC 0.03% Add +2.9% 41,329 $3.2M
Sculati Wealth Management, LLC 1.30% Reduce -2.0% 41,060 $3.2M
Sig Brokerage, LP 0.93% New 40,734 $3.2M
Marvin & Palmer Associates Inc. 4.76% New 40,726 $3.2M
Clough Capital Partners L P 0.40% Reduce -58.9% 40,600 $3.2M
Cramer Rosenthal McGlynn LLC 0.23% Reduce -0.5% 40,294 $3.2M
Linscomb Wealth, Inc. 0.16% Add +1.9% 40,214 $3.1M
Eagle Bluffs Wealth Management LLC 1.66% Add +0.5% 40,077 $3.1M
RNC Capital Management LLC 0.16% Add +68.9% 39,895 $3.1M
United Capital Financial Advisors, LLC 0.03% Add +5.0% 39,742 $3.1M
United Services Automobile Association 0.09% Add +14.1% 39,512 $3.1M
Parallel Advisors, LLC 0.07% Add +9.1% 39,272 $3.1M
Independent Advisor Alliance 0.10% Add +13.8% 39,103 $3.1M
Central Bank & Trust Co. 0.51% Reduce -8.8% 39,031 $3.1M
Fearless Solutions, LLC dba Best Invest 2.36% Reduce -0.6% 38,813 $3.0M
Gill Capital Partners, LLC 1.05% Reduce -7.2% 38,794 $3.0M
Valeo Financial Advisors, LLC 0.08% Add +0.1% 38,605 $3.0M
Huntington National Bank 0.03% Add +9.8% 38,596 $3.0M
Nelson Capital Management, LLC 0.52% Add +2.7% 38,372 $3.0M
EP Wealth Advisors, LLC 0.02% Reduce -0.6% 38,324 $3.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -12.0% 38,093 $3.0M
Inkwell Capital LLC 3.26% Reduce -24.4% 38,070 $3.0M
HF Advisory Group, LLC 1.30% Add +0.3% 37,973 $3.0M
Apollon Wealth Management, LLC 0.07% Add +5.5% 37,719 $3.0M
ArrowMark Colorado Holdings LLC 0.05% Reduce -83.0% 37,650 $2.9M
Sepio Capital, LP 0.23% Reduce -16.4% 37,547 $2.9M
Cascade Investment Advisors, Inc. 1.98% Add +0.1% 37,385 $2.9M
Voloridge Investment Management, LLC 0.01% New 37,249 $2.9M
GFG Capital, LLC 0.89% Reduce -0.9% 37,147 $2.9M
Vaughan David Investments LLC 0.07% Reduce -26.5% 36,989 $2.9M
Praxis Investment Management Inc. 0.19% Add +3.8% 36,360 $2.8M
D L Carlson Investment Group Inc. 0.54% Reduce -0.9% 36,064 $2.8M
Choate Investment Advisors 0.07% Reduce -0.2% 36,026 $2.8M
Groupama Asset Managment 0.06% Add +10.3% 36,149 $2.8M
Webster Bank, N. A. 0.31% Add +0.8% 35,868 $2.8M
Main Street Research LLC 0.18% Reduce -2.3% 35,416 $2.8M
DRW Securities, LLC 0.23% Add +173.4% 35,262 $2.8M
Elevation Point Wealth Partners, LLC 0.24% Add +22.4% 35,243 $2.8M
Trivium Point Advisory, LLC 0.34% Add +408.2% 34,687 $2.7M
Commonwealth Retirement Investments LLC 1.10% Add +7.6% 34,646 $2.7M
Skylands Capital, LLC 0.39% Add +14.0% 34,600 $2.7M
Summit Financial, LLC 0.08% Reduce -2.4% 34,598 $2.7M
Stableford Capital II LLC 1.14% Add +0.0% 35,363 $2.7M
Compass Wealth Management LLC 0.68% Reduce -4.5% 34,267 $2.7M
HighPoint Advisor Group LLC 0.16% Reduce -4.0% 33,001 $2.7M
Johnson Investment Counsel Inc. 0.03% Add +3.0% 34,016 $2.7M
GPM Growth Investors, Inc. 1.16% Reduce -0.2% 33,880 $2.7M
NJ State Employees Deferred Compensation Plan 0.34% No change 33,800 $2.6M
Ofi Invest Asset Management 0.07% Add +31.8% 36,494 $2.6M
Canandaigua National Bank & Trust Co. 0.26% Add +1.6% 33,710 $2.6M
Power Wealth Management LLC 1.07% Add +4.3% 33,674 $2.6M
Chemistry Wealth Management LLC 0.61% Reduce -1.1% 33,622 $2.6M
Allworth Financial LP 0.01% Add +4.0% 33,131 $2.6M
West Oak Capital, LLC 1.46% Reduce -3.3% 33,462 $2.6M
Correct Capital Wealth Management 0.52% Add +7.3% 33,448 $2.6M
J. Goldman & Co LP 0.09% New 33,428 $2.6M
IFG Advisory, LLC 0.14% Reduce -0.3% 33,214 $2.6M
Quadrant Capital Group LLC 0.10% Add +101.4% 33,167 $2.6M
Vestcor Inc 0.09% Add +12.7% 33,160 $2.6M
GM Advisory Group, LLC 0.14% Add +57.0% 32,548 $2.5M
Resonant Capital Advisors, LLC 0.18% Add +0.0% 32,478 $2.5M
Balefire, LLC 0.87% Add +55.8% 32,471 $2.5M
Sterling Investment Advisors, Ltd. 0.61% Reduce -3.6% 32,453 $2.5M
Kozak & Associates, Inc. 0.63% Reduce -3.7% 32,883 $2.5M
Beacon Financial Group 0.28% Reduce -0.4% 32,295 $2.5M
Scott & Selber, Inc. 0.80% Add +0.2% 32,118 $2.5M
Twin Tree Management, LP 0.06% Reduce -89.2% 32,063 $2.5M
Kintegral Advisory, LLC 0.25% Reduce -0.3% 31,893 $2.5M
Strata Wealth Advisors, LLC 0.77% Reduce -3.3% 31,764 $2.5M
Aigen Investment Management, LP 0.39% Reduce -5.8% 31,394 $2.5M
Silvercrest Asset Management Group LLC 0.02% Add +1.6% 31,388 $2.5M
Bard Financial Services, Inc. 0.30% No change 31,275 $2.4M
Alpha Cubed Investments, LLC 0.11% Add +43.0% 31,246 $2.4M
Plato Investment Management Ltd 0.21% Add +42.7% 30,844 $2.4M
Gotham Asset Management 0.02% Add +1.8% 31,160 $2.4M
Coastline Trust Co 0.30% Add +0.5% 31,035 $2.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +10.6% 31,005 $2.4M
Mraz, Amerine & Associates, Inc. 0.42% Add +0.2% 31,172 $2.4M
Rathbones Group PLC 0.01% Reduce -55.5% 30,915 $2.4M
Chaney Capital Management, Inc. 1.08% Add +0.3% 30,830 $2.4M
Capital Investment Advisory Services, LLC 0.22% Reduce -1.8% 30,752 $2.4M
Finer Wealth Management, Inc. 1.44% Add +5.8% 30,733 $2.4M
Stephens Inc. 0.04% Reduce -13.1% 30,494 $2.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -8.9% 30,393 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -26.8% 30,347 $2.4M
Kampmann Melissa S. 1.88% Reduce -19.8% 30,335 $2.4M
Ostrum Asset Management 0.12% Reduce -2.0% 30,314 $2.4M
Iowa State Bank 0.50% Add +1.4% 30,265 $2.4M
Mufg Securities Americas Inc. 0.27% Add +36.7% 30,165 $2.4M
Mount Vernon Associates Inc. 1.92% No change 30,100 $2.4M
Hudson Canyon Capital Management 1.66% No change 30,050 $2.4M
Resolute Capital Asset Partners LLC 1.32% New 30,000 $2.3M
Secure Asset Management, LLC 0.47% Add +19.6% 29,967 $2.3M
FSB Premier Wealth Management, Inc. 0.91% Add +17.8% 29,941 $2.3M
Capital Advisors Inc. 0.05% Add +0.0% 29,856 $2.3M
Horizon Investments, LLC 0.07% Add +16.2% 29,779 $2.3M
Brant Point Investment Management LLC 0.57% New 29,610 $2.3M
Anchor Investment Management, LLC 0.22% Add +5.4% 29,487 $2.3M
Lecap Asset Management Ltd. 0.54% Reduce -41.2% 29,431 $2.3M
CWA Asset Management Group, LLC 0.11% Add +1.6% 29,416 $2.3M
Twin City Private Wealth, LLC 2.02% Reduce -9.8% 29,368 $2.3M
Argus Investors' Counsel, Inc. 1.75% Add +0.3% 29,349 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.19% Reduce -2.4% 29,145 $2.3M
V-Square Quantitative Management LLC 0.33% Add +15.1% 29,148 $2.3M
Great Valley Advisor Group, Inc. 0.05% Reduce -11.2% 29,152 $2.3M
Carmel Capital Partners, LLC 0.90% Add +2.4% 29,141 $2.3M
Cetera Trust Company, N.A 1.43% Add +2.0% 28,680 $2.2M
Hager Investment Management Services, LLC 1.57% Add +8.2% 28,653 $2.2M
Drucker Wealth 3.0, LLC 0.49% Reduce -23.7% 28,630 $2.2M
Xcel Wealth Management, LLC 0.69% No change 28,195 $2.2M
Bellwether Advisors, LLC 0.46% Add +489.6% 28,122 $2.2M
Ancora Advisors LLC 0.05% Reduce -8.1% 27,874 $2.2M
Integrated Investment Consultants, LLC 0.43% Reduce -1.9% 27,820 $2.2M
Signaturefd, LLC 0.04% Add +9.4% 27,797 $2.2M
Wynn Capital, LLC 1.29% Add +0.3% 27,743 $2.2M
Rossmore Private Capital 0.27% Add +0.4% 27,675 $2.2M
Martin Capital Advisors, LLP 1.53% Reduce -2.8% 27,410 $2.1M
GAMCO Investors 0.02% Add +7.2% 27,298 $2.1M
HBK Sorce Advisory LLC 0.06% Add +1.4% 27,189 $2.1M
GAMMA Investing LLC 0.16% Add +28.2% 27,122 $2.1M
QRG Capital Management, Inc. 0.02% Add +1.4% 27,074 $2.1M
Ally Financial Inc. 0.24% New 27,000 $2.1M
Centaurus Financial, Inc. 0.13% Reduce -0.2% 26,853 $2.1M
Bokf, NA 0.04% Add +41.6% 26,840 $2.1M
Bleakley Financial Group, LLC 0.07% Add +4.3% 26,426 $2.1M
Cary Street Partners Financial LLC 0.06% Add +33.8% 26,302 $2.1M
Chicago Partners Investment Group LLC 0.07% Reduce -0.4% 24,223 $2.0M
Valley National Advisers Inc. 0.37% Reduce -7.0% 25,981 $2.0M
Columbia Asset Management 0.42% Add +1.6% 25,958 $2.0M
Aspiriant, LLC 0.07% Add +0.8% 25,932 $2.0M
Fifth Third Wealth Advisors LLC 0.10% Add +40.6% 25,892 $2.0M
Salem Investment Counselors Inc. 0.07% Add +0.2% 25,876 $2.0M
Illinois Municipal Retirement Fund 0.03% No change 25,818 $2.0M
King Luther Capital Management Corp. 0.01% Add +0.4% 25,781 $2.0M
EPG Wealth Management LLC 0.56% Add +6.1% 25,778 $2.0M
Guggenheim Capital LLC 0.02% Reduce -7.3% 25,739 $2.0M
Meiji Yasuda Life Insurance Co 0.04% Add +27.5% 25,599 $2.0M
Moody National Bank Trust Division 0.21% Add +2.5% 25,542 $2.0M
Texas Yale Capital Corp. 0.08% Add +2.5% 25,499 $2.0M
Jones Financial Companies LLLP 0.00% Add +29.4% 25,584 $2.0M
Investment Advisory Services Inc. /TX 0.72% Reduce -1.7% 25,396 $2.0M
Tealwood Asset Management Inc. 0.92% Reduce -1.1% 25,263 $2.0M
JFS Wealth Advisors, LLC 0.13% Add +0.9% 25,251 $2.0M
Cumberland Partners Ltd 0.15% New 25,000 $2.0M
Financial Partners Group, LLC 0.85% Reduce -4.7% 24,957 $2.0M
Broyhill Asset Management, LLC 1.58% Add +8.2% 24,878 $1.9M
Cape Investment Advisory, Inc. 0.78% Reduce -3.0% 24,878 $1.9M
Brighton Jones LLC 0.06% Add +2.5% 24,856 $1.9M
Bridges Investment Management Inc. 0.03% Reduce -13.3% 24,456 $1.9M
Copperleaf Capital, LLC 1.14% Add +6.7% 24,449 $1.9M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.4% 24,398 $1.9M
Greenline Partners, LLC 0.28% No change 24,336 $1.9M
Garrison Bradford & Associates Inc. 2.09% Add +0.0% 24,273 $1.9M
Alerus Financial NA 0.15% New 24,208 $1.9M
Norden Group LLC 0.22% Add +148.0% 24,183 $1.9M
Aspen Investment Management Inc 0.87% Add +48.6% 24,165 $1.9M
3Chopt Investment Partners, LLC 0.50% Reduce -10.8% 24,152 $1.9M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -0.6% 23,939 $1.9M
Ascent Wealth Partners, LLC 0.25% Add +1.3% 23,843 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Add +23.5% 23,684 $1.9M
Pettyjohn, Wood & White, Inc. 0.36% Add +0.7% 23,680 $1.9M
Cullen Investment Group, LTD. 0.28% New 23,643 $1.9M
Crux Wealth Advisors 0.96% Add +39.8% 23,615 $1.8M
1ST Source Bank 0.11% Reduce -0.3% 23,563 $1.8M
Coldstream Capital Management Inc. 0.04% Add +12.3% 23,489 $1.8M
Cornercap Investment Counsel Inc. 0.96% Reduce -1.1% 23,464 $1.8M
Continuum Advisory, LLC 0.24% Add +160.4% 23,444 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -3.3% 23,388 $1.8M
Roberts Wealth Advisors, LLC 0.56% Reduce -0.3% 23,297 $1.8M
Profund Advisors LLC 0.08% Add +11.1% 23,277 $1.8M
Meeder Advisory Services, Inc. 0.11% Add +9.4% 23,237 $1.8M
VELA Investment Management, LLC 0.62% Reduce -2.2% 23,120 $1.8M
Diversified Investment Strategies, LLC 1.23% Reduce -0.5% 23,112 $1.8M
Advisory Services Network, LLC 0.03% Add +14.4% 23,040 $1.8M
Machina Capital S.A.S. 0.53% Reduce -1.6% 22,999 $1.8M
Chesley Taft & Associates LLC 0.09% Reduce -1.2% 22,873 $1.8M
IFP Advisors, Inc 0.05% Add +2.2% 22,441 $1.8M
Headlands Technologies LLC 0.20% Reduce -62.0% 22,438 $1.8M
Point72 (DIFC) Ltd 0.17% Reduce -74.9% 22,420 $1.8M
SageView Advisory Group, LLC 0.07% Reduce -0.7% 22,354 $1.7M
Citizens & Northern Corp. 0.49% Add +3.4% 22,196 $1.7M
Ballentine Partners, LLC 0.03% Reduce -3.9% 22,155 $1.7M
Letko, Brosseau & Associates Inc. 0.04% No change 21,846 $1.7M
Riverwater Partners LLC 0.88% Reduce -1.0% 21,826 $1.7M
Tiaa Trust, National Association 0.01% Reduce -4.4% 21,821 $1.7M
Essex Bank 0.42% Reduce -0.7% 21,718 $1.7M
Covey Capital Advisors, LLC 1.96% Add +0.8% 21,713 $1.7M
Highland Capital Management, LLC 0.10% Reduce -2.5% 21,576 $1.7M
Nicholas Hoffman & Company, LLC. 0.06% Add +2.5% 21,531 $1.7M
UMB Bank, n.a. 0.03% Reduce -1.6% 20,949 $1.6M
Professional Financial Advisors, LLC 0.42% Add +1.5% 20,941 $1.6M
Krilogy Financial LLC 0.11% Add +8.1% 20,839 $1.6M
Savvy Advisors, Inc. 0.16% Add +7.1% 20,775 $1.6M
Nicolet Advisory Services, LLC 0.16% Add +3.7% 21,958 $1.6M
Ritholtz Wealth Management 0.05% Add +17.6% 20,662 $1.6M
Convergence Investment Partners, LLC 0.45% New 20,614 $1.6M
Rothschild Investment LLC 0.11% Reduce -1.4% 20,548 $1.6M
Rokos Capital Management LLP 0.05% New 20,524 $1.6M
CW Advisors, LLC 0.02% Add +583.1% 20,357 $1.6M
Lummis Asset Management, LP 1.11% Add +67.6% 20,055 $1.6M
Northwest & Ethical Investments L.P. 0.04% New 20,400 $1.6M
StoneX Group Inc. 0.09% Add +15.4% 20,289 $1.6M
Eagle Rock Investment Company, LLC 0.27% No change 20,279 $1.6M
Hills Bank & Trust Co 0.11% Add +3.0% 20,257 $1.6M
RMR Capital Management, LLC 1.14% Add +6.5% 20,219 $1.6M
ExodusPoint Capital Management, LP 0.02% Reduce -92.4% 20,192 $1.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.05% Add +31.3% 20,143 $1.6M
Banque Cantonale Vaudoise 0.07% — 20,119 $1.6M
Lebenthal Global Advisors, LLC 0.29% Reduce -6.0% 20,049 $1.6M
Hedges Asset Management LLC 1.03% Reduce -4.8% 20,000 $1.6M
Greenhaven Associates Inc. 0.02% No change 20,000 $1.6M
Zullo Investment Group, Inc. 0.67% Reduce -2.3% 19,916 $1.6M
Moors & Cabot, Inc. 0.08% Reduce -11.2% 19,898 $1.6M
Riverpark Capital Management LLC 2.85% Reduce -2.0% 19,823 $1.6M
TD Private Client Wealth LLC 0.04% Add +307.1% 19,808 $1.6M
Bank of Hawaii 0.09% Reduce -6.4% 19,559 $1.5M
Brown, Lisle/Cummings, Inc. 0.44% Add +17.9% 19,543 $1.5M
Wilson & Boucher Capital Management, LLC 1.14% Reduce -6.7% 19,500 $1.5M
RBF Capital, LLC 0.10% Reduce -13.3% 19,500 $1.5M
City Holding Co. 0.21% Reduce -0.1% 19,441 $1.5M
Jeppson Wealth Management, LLC 0.55% Reduce -1.9% 19,305 $1.5M
Caldwell Trust Co 0.16% Add +5.3% 19,292 $1.5M
HM Payson & Co. 0.03% Add +0.7% 19,271 $1.5M
Clifford Swan Investment Counsel LLC 0.06% Reduce -7.3% 19,182 $1.5M
Maven Securities LTD 0.33% Reduce -48.6% 19,081 $1.5M
Focus Financial Network, Inc. 0.06% Add +2.8% 19,040 $1.5M
Foundations Investment Advisors, LLC 0.03% Reduce -18.2% 18,865 $1.5M
Arjuna Capital 0.41% New 18,861 $1.5M
Aviso Wealth Management 0.78% Add +38.7% 18,853 $1.5M
Schechter Investment Advisors, LLC 0.12% Add +37.6% 18,739 $1.5M
Graham Capital Management, L.P. 0.07% Reduce -83.3% 18,711 $1.5M
First Citizens Bank & Trust Co. 0.04% Reduce -14.6% 18,685 $1.5M
South Dakota Investment Council 0.03% Reduce -7.9% 18,656 $1.5M
Keystone Financial Services 0.55% Reduce -1.2% 18,454 $1.4M
First Dallas Securities Inc. 0.60% Reduce -2.1% 18,417 $1.4M
Commerzbank Aktiengesellschaft 0.03% Add +64.9% 18,361 $1.4M
Savant Capital, LLC 0.01% Reduce -35.6% 18,368 $1.4M
Pinnacle Financial Partners Inc 0.03% Add +928.4% 18,459 $1.4M
Cidel Asset Management Inc. 0.09% No change 18,297 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -0.6% 18,192 $1.4M
Pallas Capital Advisors LLC 0.06% New 17,997 $1.4M
MBM Wealth Consultants, LLC 0.41% Add +1.3% 17,899 $1.4M
Whitener Capital Management, Inc. 0.39% Add +54.5% 17,808 $1.4M
Forum Financial Management, LP 0.02% Reduce -9.6% 17,760 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +16.7% 17,725 $1.4M
Meriwether Wealth & Planning, LLC 0.90% Add +11.7% 17,716 $1.4M
S-Bank Fund Management Ltd 0.26% — 17,624 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -50.3% 17,587 $1.4M
TLWM 0.27% Add +6.7% 17,567 $1.4M
Aaron Wealth Advisors LLC 0.16% Add +1.6% 17,433 $1.4M
Shell Asset Management Co. 0.06% Reduce -2.2% 17,398 $1.4M
Guardian Asset Advisors, LLC 0.88% Reduce -1.4% 17,298 $1.4M
FineMark National Bank & Trust 0.05% Reduce -1.0% 17,281 $1.4M
Exchange Traded Concepts, LLC 0.02% Reduce -87.4% 17,260 $1.4M
Trust Asset Management LLC 0.11% Reduce -6.6% 17,244 $1.3M
Tranquility Partners, LLC 0.52% Reduce -1.4% 17,115 $1.3M
Advisors Asset Management, Inc. 0.03% Reduce -3.0% 17,109 $1.3M
Wolff Wiese Magana LLC 0.91% Add +298.1% 17,104 $1.3M
J. L. Bainbridge & Co., Inc. 0.14% Reduce -4.0% 17,013 $1.3M
Canopy Partners, LLC 0.52% Add +4.8% 16,996 $1.3M
WINTON GROUP Ltd 0.08% New 16,946 $1.3M
Mainstream Capital Management LLC 1.04% Add +5.0% 16,825 $1.3M
Hickory Asset Management, Inc. 1.17% Reduce -4.5% 16,796 $1.3M
Cigna Investments Inc. 0.25% Add +8.4% 16,774 $1.3M
Montecito Bank & Trust 0.23% No change 16,697 $1.3M
BIP Wealth, LLC 0.09% Reduce -8.6% 16,689 $1.3M
Old National Bancorp 0.03% Add +26.0% 16,631 $1.3M
AXS Investments LLC 0.36% Reduce -0.2% 16,617 $1.3M
Frank, Rimerman Advisors LLC 0.10% Add +17.6% 16,534 $1.3M
Clear Harbor Asset Management, LLC 0.10% Reduce -6.3% 16,421 $1.3M
Elmwood Wealth Management, Inc. 0.53% Reduce -5.7% 16,364 $1.3M
Bank Pictet & Cie (Europe) AG 0.03% New 16,269 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.54% Reduce -33.5% 16,264 $1.3M
Providence Wealth Advisors, LLC 0.96% Add +0.7% 16,474 $1.3M
Embree Financial Group 0.21% Add +1.3% 16,252 $1.3M
Ameritas Investment Partners, Inc. 0.04% Add +11.5% 16,235 $1.3M
Agf Management Ltd. 0.01% New 16,212 $1.3M
Hodges Capital Management Inc. 0.13% Reduce -36.0% 16,181 $1.3M
Wedbush Securities Inc. 0.05% Add +3.6% 16,164 $1.3M
Acadian Asset Management LLC 0.00% Add +1674.4% 16,200 $1.3M
Birmingham Capital Management Co. Inc. 0.47% Reduce -0.6% 16,075 $1.3M
Wedmont Private Capital 0.06% Add +11.9% 16,307 $1.3M
Howard Financial Services, LTD. 0.17% Add +0.8% 15,983 $1.3M
Next Capital Management LLC 0.60% Reduce -12.9% 15,982 $1.3M
Smartleaf Asset Management LLC 0.12% Add +8.2% 15,773 $1.2M
Cove Street Capital, LLC 1.93% Reduce -47.5% 15,668 $1.2M
GMO 0.00% Add +7.5% 15,605 $1.2M
First Commonwealth Financial Corp 0.29% Add +20.2% 15,596 $1.2M
Dana Investment Advisors, Inc. 0.04% Add +3.0% 15,584 $1.2M
Stratos Wealth Advisors, LLC 0.07% Add +11.0% 15,553 $1.2M
Chicago Capital, LLC 0.03% No change 15,529 $1.2M
Garner Asset Management Corp 0.54% Reduce -9.4% 15,521 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.57% Reduce -6.3% 15,435 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +14.7% 15,388 $1.2M
Compound Planning, Inc. 0.05% Add +0.9% 15,346 $1.2M
Neumann Capital Management, LLC 0.41% Add +0.8% 15,190 $1.2M
RiverPark Advisors, LLC 1.03% Reduce -4.4% 15,189 $1.2M
Postrock Partners LLC 0.58% No change 15,078 $1.2M
Frisch Financial Group, Inc. 0.33% Reduce -1.1% 15,063 $1.2M
PCJ Investment Counsel Ltd. 0.46% New 15,000 $1.2M
Maltese Capital Management LLC 0.19% New 15,000 $1.2M
United Bank 0.48% Add +18.9% 14,983 $1.2M
CENTRAL TRUST Co 0.03% Add +30.2% 14,980 $1.2M
Kelly Lawrence W & Associates Inc. 0.29% Reduce -0.3% 14,957 $1.2M
Verity Asset Management, Inc. 0.48% Add +108.3% 14,924 $1.2M
JNBA Financial Advisors 0.12% Reduce -2.3% 14,923 $1.2M
Regions Financial Corp. 0.01% Add +14.4% 14,915 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +12.6% 14,864 $1.2M
Independence Bank of Kentucky 0.18% Reduce -6.7% 14,855 $1.2M
Vest Financial, LLC 0.02% Add +73.5% 14,845 $1.2M
Davis R M Inc. 0.02% Reduce -1.4% 14,792 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +12.4% 14,768 $1.2M
Scharf Investments, LLC 0.03% No change 14,765 $1.2M
Greystone Financial Group, LLC 0.21% Reduce -2.6% 14,669 $1.1M
GeoWealth Management, LLC 0.05% Reduce -22.9% 14,646 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +2.6% 14,588 $1.1M
Fruth Investment Management 0.32% Reduce -2.0% 14,456 $1.1M
Uncommon Cents Investing LLC 0.33% No change 14,381 $1.1M
Tranquilli Financial Advisor LLC 0.71% Reduce -0.5% 14,339 $1.1M
Ridgewood Investments LLC 0.52% Reduce -4.1% 14,283 $1.1M
Sage Rhino Capital LLC 0.26% Add +2.6% 14,250 $1.1M
Cooper Financial Group 0.15% Add +2.1% 14,248 $1.1M
IMS Capital Management 0.56% No change 14,201 $1.1M
Farther Finance Advisors, LLC 0.03% Add +28.9% 14,275 $1.1M
Fusion Capital, LLC 0.42% Add +17.2% 14,147 $1.1M
Sumitomo Life Insurance Co. 0.04% Reduce -1.0% 14,089 $1.1M
Smith, Moore & Co. 0.10% Reduce -4.9% 13,978 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.33% Add +0.2% 13,944 $1.1M
Quantitative Investment Management, LLC 0.10% Reduce -20.1% 13,826 $1.1M
LexAurum Advisors, LLC 0.21% Reduce -7.3% 13,789 $1.1M
Disciplined Investors, L.L.C. 0.97% Reduce -1.6% 13,765 $1.1M
Destination Wealth Management 0.03% Reduce -4.2% 13,712 $1.1M
Qtron Investments LLC 0.16% No change 13,698 $1.1M
Leisure Capital Management 0.44% No change 13,630 $1.1M
Insigneo Advisory Services, LLC 0.11% Add +39.2% 13,611 $1.1M
Sigma Planning Corp 0.03% Add +58.1% 13,516 $1.1M
Wealth Alliance, LLC 0.13% Add +67.7% 13,441 $1.1M
VestGen Advisors, LLC 0.05% — 13,429 $1.1M
Intact Investment Management Inc. 0.04% Reduce -6.3% 13,400 $1.0M
Raiffeisen Bank International AG 0.02% Add +33.7% 13,476 $1.0M
Matisse Capital 0.55% Reduce -1.9% 13,270 $1.0M
Patrick M Sweeney & Associates, Inc. 0.77% Add +0.0% 13,220 $1.0M
Koshinski Asset Management, Inc. 0.09% Reduce -3.3% 13,196 $1.0M
Hardy Reed LLC 0.09% Reduce -0.5% 13,159 $1.0M
Wolf Group Capital Advisors 0.35% New 13,140 $1.0M
Essex Financial Services, Inc. 0.07% Add +0.7% 13,067 $1.0M
Franklin Street Advisors Inc. 0.07% Reduce -0.6% 13,059 $1.0M
Dynamic Advisor Solutions LLC 0.03% New 13,037 $1.0M
Hamel Associates, Inc. 0.34% Reduce -3.4% 12,945 $1.0M
Nicolet Bankshares Inc. 0.20% Reduce -11.5% 12,942 $1.0M
Capricorn Fund Managers Ltd 0.54% Add +21.2% 12,925 $1.0M
Canandaigua National Trust Co of Florida 0.89% Reduce -1.9% 12,842 $1.0M
FLC Capital Advisors 0.23% No change 12,817 $1.0M
Knollwood Investment Advisory, LLC 0.11% No change 12,810 $1.0M
TCI Wealth Advisors, Inc. 0.08% Reduce -5.1% 12,795 $1.0M
Granite Investment Partners, LLC 0.05% No change 12,791 $1.0M
Uhlmann Price Securities, LLC 0.74% Add +1.4% 12,758 $999K
Proffitt & Goodson Inc. 0.16% Reduce -0.5% 12,744 $998K
EverSource Wealth Advisors, LLC 0.05% Reduce -44.7% 12,737 $997K
O'ROURKE & COMPANY, Inc 0.49% Reduce -1.8% 12,728 $996K
Costello Asset Management, INC 0.40% Add +2822.8% 12,714 $995K
Catalyst Financial Partners LLC 0.18% Add +3.5% 12,701 $994K
Ascentis Independent Advisors 0.20% Add +4.0% 12,692 $994K
Kanawha Capital Management LLC 0.08% No change 12,623 $988K
Summit Asset Management, LLC 0.17% No change 12,602 $986K
West Financial Advisors, LLC 0.19% No change 12,600 $986K
AIA Group Ltd 0.02% Add +239.6% 12,550 $982K
Panoramic Investment Advisors, LLC 0.66% Reduce -0.8% 12,533 $981K
Johnson Financial Group, Inc. 0.05% Add +8.0% 12,506 $979K
Nautilus Advisors LLC 0.81% Reduce -2.7% 12,481 $977K
VCI Wealth Management LLC 0.41% Reduce -13.3% 12,466 $976K
RFG - Bristol Wealth Advisors, LLC 0.33% Add +7.8% 12,417 $972K
Integrated Wealth Concepts LLC 0.01% Add +7.7% 12,398 $971K
Islay Capital Management, LLC 0.66% Add +146.7% 12,373 $969K
NBT Bank, N.A. 0.07% Add +29.6% 12,365 $968K
Blalock Williams, LLC 1.08% Add +5.7% 12,330 $965K
JT Stratford LLC 0.17% Reduce -10.5% 12,303 $963K
Svenska Handelsbanken AB (publ) 0.96% — 12,275 $961K
HCR Wealth Advisors 0.12% Reduce -4.6% 12,257 $960K
Equitable Trust Co. 0.05% Reduce -9.4% 12,233 $958K
Stablepoint Partners, LLC 0.17% Reduce -2.1% 12,229 $957K
Peak Planning Group, LLC 0.40% Add +0.2% 12,152 $951K
Lanark Financial, Inc. 0.08% — 12,092 $946K
Leavell Investment Management, Inc. 0.05% Add +2.0% 12,055 $944K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.51% Add +20.0% 12,000 $939K
Cullinan Associates Inc. 0.07% Add +3.5% 11,900 $932K
Cookson Peirce & Co. Inc. 0.05% New 11,879 $930K
Oder Investment Management, LLC 0.79% Reduce -1.0% 11,850 $928K
Novare Capital Management LLC 0.08% Add +5.3% 11,835 $926K
SCS Capital Management LLC 0.01% New 11,830 $926K
Coppell Advisory Solutions LLC 0.13% Add +432.4% 11,388 $925K
Secured Retirement Advisors, LLC 0.59% Reduce -58.6% 11,793 $923K
Boyd Watterson Asset Management LLC 0.30% Add +3.0% 11,734 $919K
MIdWestOne Financial Group, Inc. 0.13% Reduce -38.2% 11,710 $917K
Ramsay, Stattman, Vela & Price, Inc. 0.17% Add +5.1% 11,692 $915K
Lodestone Wealth Management LLC 0.49% Add +0.3% 11,687 $915K
Mutual Advisors, LLC 0.03% Add +3.9% 11,359 $908K
Enterprise Bank & Trust Co 0.35% Add +3.4% 11,596 $908K
Inspire Advisors, LLC 0.10% Reduce -41.6% 11,576 $906K
Lindbrook Capital, LLC 0.08% Reduce -0.8% 11,554 $904K
Sunbelt Securities, Inc. 0.08% Add +7.6% 11,502 $900K
Personal Cfo Solutions, LLC 0.18% Add +2.0% 11,457 $897K
SeaCrest Wealth Management, LLC 0.10% Reduce -2.6% 11,453 $897K
Perpetual Ltd 0.01% Add +108.5% 11,449 $896K
Dumont & Blake Investment Advisors LLC 0.25% Add +0.5% 11,416 $894K
Livforsakringsbolaget Skandia, Omsesidigt 0.05% No change 11,411 $893K
Portside Wealth Group, LLC 0.15% New 11,403 $893K
Mystic Asset Management, Inc. 0.24% Add +8.5% 11,386 $891K
Burns Matteson Capital Management, LLC 0.48% Reduce -14.6% 11,386 $891K
Arbor Trust Wealth Advisors, LLC 0.42% Add +14.5% 11,355 $889K
Davidson Kahn Capital Management, LLC 0.69% Reduce -2.2% 11,350 $888K
Thomasville National Bank 0.07% Reduce -2.0% 11,346 $888K
Navalign, LLC 0.25% Reduce -1.1% 11,311 $885K
Forbes J M & Co. LLP 0.09% Add +169.1% 11,300 $885K
Institute for Wealth Management, LLC. 0.11% Reduce -0.0% 11,285 $883K
Palisade Asset Management, LLC 0.09% Reduce -57.7% 11,269 $882K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -2.4% 11,056 $865K
Nabity-Jensen Investment Management Inc 0.69% Add +0.2% 11,032 $864K
Cynosure Group, LLC 0.12% Add +0.3% 11,024 $863K
Stevens Capital Management LP 0.21% Reduce -7.0% 11,018 $862K
Robertson Stephens Wealth Management, LLC 0.03% Add +36.1% 11,007 $862K
Blue Trust, Inc. 0.01% Add +19.5% 11,000 $861K
Shira Ridge Wealth Management 0.43% Add +0.0% 10,975 $859K
Aspen Grove Capital, LLC 0.16% Add +52.4% 10,956 $858K
RFG Advisory, LLC 0.02% Add +11.3% 10,952 $857K
Stratos Investment Management, LLC 0.05% Add +28.8% 10,927 $855K
One Wealth Map LLC 0.56% No change 11,237 $842K
Thor Investment Management Inc. /Oh/ 0.62% Add +0.3% 10,707 $838K
Hutchens & Kramer Investment Management Group, LLC 0.46% Reduce -4.2% 10,671 $835K
Dynasty Wealth Management, LLC 0.01% New 10,667 $835K
Balboa Wealth Partners 0.20% Add +31.2% 10,656 $834K
Herold Advisors, Inc. 0.18% Reduce -15.6% 10,638 $833K
Northcape Wealth Management, LLC 0.27% Reduce -7.5% 10,637 $833K
Gemmer Asset Management LLC 0.08% Add +0.4% 10,603 $830K
Armstrong Henry H Associates Inc. 0.08% No change 10,591 $829K
American Money Management, LLC 0.16% Reduce -3.5% 10,565 $827K
SJS Investment Consulting Inc. 0.14% Reduce -2.7% 10,539 $825K
Bayview Asset Management, LLC 0.92% New 10,506 $822K
Variant Private Wealth, LLC 0.88% Add +0.3% 10,486 $821K
Pitcairn Co. 0.05% Add +1.4% 10,477 $820K
Bank of Stockton 0.26% Add +5.4% 10,470 $820K
Moseley Investment Management Inc. 0.32% No change 10,439 $817K
Diversify Advisory Services, LLC 0.05% Reduce -75.7% 10,051 $817K
First National Advisers, LLC 0.13% Reduce -31.1% 10,400 $814K
Thoroughbred Financial Services, LLC 0.05% Reduce -2.6% 10,388 $813K
Hilltop Holdings Inc. 0.05% Reduce -7.6% 10,377 $812K
Eschler Asset Management LLP 2.00% Reduce -3.5% 10,345 $810K
Simon Quick Advisors, LLC 0.05% Add +19.0% 10,342 $810K
TOWER TRUST & INVESTMENT Co 0.65% — 9,930 $808K
Marcum Wealth, LLC 0.07% Add +8.6% 10,319 $808K
Graypoint LLC 0.05% Add +10.7% 10,270 $804K
Kestra Private Wealth Services, LLC 0.01% Add +7.7% 10,136 $793K
Avestar Capital, LLC 0.08% Add +25.9% 10,118 $792K
Venture Visionary Partners LLC 0.03% Add +28.8% 10,044 $786K
Jericho Financial, LLP 0.57% Reduce -4.8% 10,040 $786K
Brooklyn Investment Group 0.17% Add +10.3% 10,034 $785K
Invictus Private Wealth, LLC 0.06% Reduce -0.1% 10,029 $785K
BigSur Wealth Management LLC 0.21% No change 10,000 $783K
Anson Funds Management LP 0.19% New 10,000 $783K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,000 $783K
Faithward Advisors, LLC 0.14% No change 9,953 $779K
Diversified Trust Co. 0.02% Add +20.8% 9,927 $777K
Clarius Group, LLC 0.05% Add +0.7% 9,870 $773K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.2% 9,854 $771K
Ironwood Financial, llc 0.16% No change 9,802 $767K
Focus Partners Advisor Solutions, LLC 0.01% Add +106.4% 9,774 $765K
Sovereign's Capital Management, LLC 0.45% Add +14.8% 9,766 $764K
United Community Bank 0.28% Add +1.2% 9,697 $759K
International Assets Investment Management, LLC 0.07% Reduce -0.5% 9,696 $759K
Colton Groome Financial Advisors, LLC 0.29% Add +2.0% 9,315 $758K
Clean Yield Group 0.25% Reduce -2.0% 9,673 $757K
Kennebec Savings Bank 0.80% No change 9,642 $755K
Regatta Capital Group, LLC 0.15% Add +1.2% 9,589 $751K
Bridgefront Capital, LLC 0.22% Reduce -11.6% 9,530 $746K
Retirement Planning Group, LLC 0.04% Add +0.3% 9,521 $745K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -6.8% 9,447 $740K
Westover Capital Advisors, LLC 0.16% Add +0.1% 9,425 $738K
Viawealth, LLC 0.45% No change 9,383 $735K
PDS Planning, Inc 0.06% Add +14.3% 9,382 $734K
Castleark Management LLC 0.03% No change 9,360 $733K
Cordgrass Capital Advisors, LLC 0.21% Add +119.2% 9,291 $727K
Oregon Pacific Wealth Management, LLC 0.73% Reduce -0.1% 9,287 $727K
Pure Financial Advisors, LLC 0.02% Add +69.0% 9,274 $726K
Hohimer Wealth Management, LLC 0.14% New 9,257 $725K
Novem Group 0.10% Add +16.6% 9,219 $722K
Crumly & Associates Inc. 0.20% Reduce -1.3% 9,210 $721K
One Capital Management, LLC 0.02% Reduce -1.0% 9,156 $717K
Nilsine Partners, LLC 0.08% Reduce -21.6% 9,152 $716K
Manchester Financial Inc. 0.16% No change 9,073 $710K
Legacy Advisors, LLC 0.07% Add +6.2% 9,038 $707K
Sagespring Wealth Partners, LLC 0.02% Add +43.3% 9,036 $707K
Weaver Capital Management LLC 0.19% Add +1.3% 9,022 $706K
Osborne Partners Capital Management, LLC 0.04% No change 9,019 $706K
Fulton Bank, N.A. 0.03% Add +110.6% 9,013 $706K
Titleist Asset Management, LLC 0.08% Reduce -8.9% 9,007 $705K
Kearns & Associates LLC 0.46% No change 9,000 $705K
Hennessy Advisors Inc. 0.02% Reduce -39.6% 9,000 $705K
Legacy Wealth Asset Management, LLC 0.19% Reduce -1.3% 8,936 $700K
Burling Wealth Partners, LLC 0.15% Reduce -26.5% 8,883 $695K
Canvas Wealth Advisors, LLC 0.18% Reduce -10.1% 9,050 $693K
Founders Financial Securities LLC 0.06% Add +1.6% 8,610 $690K
ING Groep NV 0.00% New 8,807 $689K
Allianz SE 0.02% Add +2.4% 8,781 $687K
SkyView Investment Advisors, LLC 0.10% Add +7.4% 8,778 $687K
Brookwood Investment Group LLC 0.12% — 8,774 $687K
Future Fund LLC 0.88% New 8,764 $686K
Sutton Place Investors LLC 0.46% Add +1.6% 8,677 $679K
Alta Advisers Ltd 0.29% Add +74.5% 8,670 $679K
Citizens National Bank Trust Department 0.14% Add +1.2% 8,625 $675K
Trust Co. of Toledo NA 0.09% Add +23.0% 8,620 $675K
Avondale Wealth Management 0.42% No change 8,600 $673K
Sax Wealth Advisors, LLC 0.05% Add +35.3% 8,580 $672K
J.W. Cole Advisors, Inc. 0.02% Add +68.4% 8,548 $669K
Quadcap Wealth Management, LLC 0.10% Add +0.5% 8,528 $668K
Wealthcare Advisory Partners LLC 0.02% Reduce -11.2% 8,516 $667K
HMV Wealth Advisors, LLC 0.53% No change 8,491 $665K
Mission Creek Capital Partners, Inc. 0.16% Reduce -25.8% 8,491 $665K
Sage Mountain Advisors LLC 0.05% Add +13.5% 8,461 $662K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Reduce -15.9% 8,567 $659K
Unique Wealth Strategies, LLC 0.30% Reduce -5.8% 8,355 $654K
Brown Brothers Harriman & Co. 0.00% Reduce -9.7% 8,345 $653K
Badgley Phelps Wealth Managers, LLC 0.02% Add +6.5% 8,333 $652K
Hara Capital LLC 0.44% Reduce -7.9% 8,327 $652K
St Germain D J Co. Inc. 0.03% Reduce -13.4% 8,327 $652K
Avalon Trust Co 0.05% Reduce -17.8% 8,320 $651K
Bordeaux Wealth Advisors LLC 0.12% Add +5.5% 8,313 $651K
Cypress Wealth Services, LLC 0.13% Add +0.0% 8,313 $651K
Raab & Moskowitz Asset Management LLC 0.16% Add +0.8% 8,267 $647K
Federated Hermes, Inc. 0.00% Add +6.7% 8,216 $643K
Prosperity Wealth Management, Inc. 0.30% New 8,215 $643K
Integrity Alliance, Llc. 0.03% New 8,212 $643K
Navellier & Associates Inc. 0.09% Reduce -30.4% 7,700 $642K
Capital Management Associates, Inc 0.14% Add +100.6% 8,150 $638K
Mitchell Sinkler & Starr 0.18% Add +2.5% 8,142 $637K
Apriem Advisors 0.07% Add +2.5% 8,131 $637K
Keebeck Wealth Management 0.09% Reduce -8.5% 8,113 $635K
Advisor Resource Council 0.05% New 12,149 $633K
Everhart Financial Group, Inc. 0.09% Add +23.0% 8,041 $629K
Howard Capital Management, LLC 0.02% Reduce -11.5% 8,037 $629K
First Western Trust Bank 0.03% Reduce -11.3% 8,031 $629K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -0.7% 8,005 $627K
Capital Investment Advisors, LLC 0.01% Add +13.8% 7,996 $626K
ICONIQ Capital, LLC 0.01% Add +19.2% 7,988 $625K
Sheaff Brock Investment Advisors, LLC 0.06% Add +1.6% 7,986 $625K
Sheets Smith Wealth Management 0.08% Add +3.7% 7,969 $624K
Bradley Foster & Sargent Inc. 0.01% No change 7,942 $622K
Compass Advisory Group LLC 0.21% Reduce -6.0% 7,875 $616K
Veracity Capital LLC 0.24% Reduce -1.8% 7,859 $615K
Western Wealth Management, LLC 0.04% Reduce -12.8% 7,839 $614K
Jackson Creek Investment Advisors LLC 0.19% New 7,833 $613K
Premier Path Wealth Partners, LLC 0.10% Add +1.8% 7,817 $612K
One Wealth Advisors, LLC 0.09% New 7,773 $608K
Sompo Asset Management Co., Ltd. 0.11% No change 7,720 $604K
Boltwood Capital Management 0.18% Reduce -1.2% 7,717 $604K
Lyell Wealth Management, LP 0.06% No change 7,713 $604K
Athena Investment Management 0.37% No change 7,708 $603K
Good Life Advisors, LLC 0.04% Reduce -10.5% 7,669 $600K
Capital Advantage, Inc. 0.11% No change 8,109 $600K
Noble Wealth Management PBC 0.41% Reduce -12.3% 7,650 $599K
Parkside Financial Bank & Trust 0.08% Reduce -5.5% 7,646 $599K
Harbour Investments, Inc. 0.02% Reduce -2.7% 7,607 $595K
Unified Investment Management 0.70% Reduce -8.5% 7,603 $595K
N.E.W. Advisory Services LLC 0.05% Add +0.8% 7,584 $594K
CVA Family Office, LLC 0.09% Add +3.0% 7,558 $592K
Stokes Family Office, LLC 0.07% Reduce -3.0% 7,551 $591K
Versor Investments LP 0.10% New 7,500 $587K
RMR Wealth Builders 0.06% Add +2.8% 7,493 $587K
Old Port Advisors 0.17% Add +0.8% 7,483 $586K
GTS Securities LLC 0.03% Reduce -38.3% 7,456 $584K
Heritage Wealth Management, Inc. 0.20% Add +8.8% 7,414 $580K
Fidelis Capital Partners, LLC 0.06% Add +10.3% 7,256 $580K
Circle Wealth Management, LLC 0.01% No change 7,391 $579K
Joel Isaacson & Co., LLC 0.03% Add +0.1% 7,385 $578K
IHT Wealth Management, LLC 0.02% Reduce -2.1% 7,356 $576K
Delaney Dennis R 0.31% New 7,355 $576K
Kirtland Hills Capital Management, LLC 0.35% Add +0.8% 7,552 $575K
Legacy Financial Advisors, Inc. 0.10% Add +10.1% 7,311 $572K
Integral Investment Advisors, Inc. 0.18% Reduce -29.2% 7,300 $571K
Howard Bailey Securities, LLC 0.19% Reduce -13.8% 7,291 $571K
Cozad Asset Management Inc. 0.06% Add +0.0% 7,274 $569K
Modern Wealth Management, LLC 0.02% Reduce -33.5% 7,258 $568K
Bahl & Gaynor LLC 0.00% Add +3.8% 7,242 $567K
Total Wealth Planning & Management, Inc. 0.58% Reduce -7.7% 7,235 $566K
Ausdal Financial Partners, Inc. 0.04% Add +9.9% 7,213 $565K
Michels Family Financial, LLC 0.51% Add +1.5% 7,205 $564K
Intrust Bank NA 0.06% Reduce -3.2% 7,194 $563K
RW Investment Management LLC 0.07% No change 7,174 $562K
BayBridge Capital Group, LLC 0.40% Reduce -63.6% 7,119 $557K
Impact Capital Partners LLC 0.20% Reduce -3.1% 7,053 $552K
Neville Rodie & Shaw Inc. 0.04% Add +30.6% 7,050 $552K
Traynor Capital Management, Inc. 0.05% Reduce -3.9% 7,020 $549K
Naviter Wealth, LLC 0.07% Add +1.4% 7,043 $548K
Asahi Life Asset Management Co., LTD. 0.35% Add +122.3% 6,980 $546K
Ellevest, Inc. 0.04% Reduce -0.5% 6,970 $546K
Bingham Private Wealth, LLC 0.56% Add +11.1% 6,962 $545K
Bridgewater Advisors Inc. 0.05% New 6,679 $543K
Arcataur Capital Management LLC 0.18% Reduce -6.3% 6,933 $543K
Inscription Capital, LLC 0.09% — 7,496 $542K
Bragg Financial Advisors, Inc 0.02% Add +1.5% 6,924 $542K
Arete Wealth Advisors, LLC 0.04% Add +24.0% 6,929 $542K
Beta Wealth Group, Inc. 0.19% Add +0.0% 6,906 $541K
Voleon Capital Management LP 0.04% New 6,903 $540K
Mogy Joel R Investment Counsel Inc. 0.03% Add +3.7% 6,897 $540K
Aspetuck Financial Management LLC 0.46% Reduce -2.1% 6,877 $538K
Platform Technology Partners 0.16% Add +0.7% 6,872 $538K
Mission Wealth Management, LP 0.01% Add +9.8% 6,862 $537K
Garrison Point Advisors, LLC 0.26% Reduce -2.8% 6,855 $537K
Auxier Asset Management LLC 0.08% No change 6,850 $536K
Lazari Capital Management, Inc. 0.22% Reduce -17.6% 6,848 $536K
Signature Estate & Investment Advisors LLC 0.01% Add +3.5% 6,835 $535K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +14.0% 6,833 $535K
LCNB Corp. 0.20% Add +1.5% 6,809 $533K
Sowell Financial Services LLC 0.02% New 6,803 $533K
Plante Moran Financial Advisors, LLC 0.05% Reduce -0.3% 6,769 $530K
Independent Financial Group, LLC 0.02% Reduce -13.2% 6,756 $529K
Pointe Capital Management LLC 0.31% Reduce -21.0% 6,746 $528K
Exchange Capital Management, Inc. 0.09% Add +34.2% 6,740 $528K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 6,721 $526K
iSAM Funds (UK) Ltd 0.26% Add +42.7% 6,719 $526K
Harvest Fund Management Co., Ltd 0.03% Add +19.6% 6,702 $525K
Csenge Advisory Group 0.03% Add +0.1% 6,886 $524K
Mayflower Financial Advisors, LLC 0.08% Reduce -7.2% 6,691 $524K
CMG Global Holdings, LLC 0.34% Reduce -47.7% 6,595 $523K
TAGStone Capital, Inc. 0.26% Reduce -2.0% 6,664 $522K
Boston Trust Walden Corp 0.00% No change 6,666 $522K
Defined Wealth Management, LLC 0.35% Reduce -0.1% 6,659 $521K
Keel Point, LLC 0.04% Add +34.0% 6,642 $520K
MCF Advisors LLC 0.04% Add +0.4% 6,635 $519K
5T Wealth, LLC 0.30% Reduce -0.1% 6,626 $519K
Crescent Grove Advisors, LLC 0.05% No change 6,620 $518K
NorthRock Partners, LLC 0.02% Reduce -3.7% 6,595 $516K
L2 Asset Management, LLC 0.11% Add +10.6% 6,570 $514K
Procyon Advisors, LLC 0.03% Add +35.5% 6,567 $514K
Carson Advisory Inc. 0.35% No change 6,557 $513K
Cornerstone Wealth Management, LLC 0.03% Add +2.1% 6,551 $513K
Rehmann Capital Advisory Group 0.03% Reduce -0.9% 6,541 $512K
Main Street Financial Solutions, LLC 0.04% Reduce -2.9% 6,523 $511K
Evoke Wealth, LLC 0.01% Add +3.5% 6,467 $506K
Leonteq Securities AG 0.04% Add +24.9% 6,447 $504K
Larson Financial Group LLC 0.02% Reduce -17.1% 6,433 $504K
WNY Asset Management, LLC 0.06% Reduce -5.7% 6,432 $503K
Benjamin Edwards Inc. 0.01% Add +9.5% 6,427 $503K
Proficio Capital Partners LLC 0.04% Add +7.2% 6,385 $500K
Intrepid Financial Planning Group LLC 0.23% Reduce -4.1% 6,302 $493K
Family Legacy, Inc. 0.17% No change 6,300 $493K
Cassaday & Co Wealth Management LLC 0.01% Add +40.0% 6,300 $493K
Centurion Wealth Management LLC 0.15% No change 6,659 $493K
Sfmg, LLC 0.04% Reduce -9.8% 6,295 $493K
New Hampshire Trust 0.11% Reduce -2.5% 6,277 $491K
Octavia Wealth Advisors, LLC 0.06% Reduce -5.8% 6,274 $491K
CreativeOne Wealth, LLC 0.01% Add +12.1% 6,232 $488K
Mason & Associates Inc 0.12% Reduce -0.0% 6,232 $488K
Virtue Capital Management, LLC 0.06% Add +21.6% 6,199 $485K
Meridian Wealth Management, LLC 0.02% Add +2.3% 6,192 $485K
Mather Group, Llc. 0.01% Add +4.5% 6,185 $484K
Strategic Financial Services, Inc. 0.03% No change 6,184 $484K
Telos Capital Management, Inc. 0.05% Reduce -20.6% 6,166 $483K
Milestone Asset Management, LLC 0.10% Add +1.0% 6,157 $482K
Wealth Quarterback LLC 0.27% Add +0.6% 6,109 $478K
MassMutual Private Wealth & Trust, FSB 0.01% Add +12.0% 6,076 $476K
SouthState Bank Corp 0.02% Add +3078.5% 6,071 $475K
Alpha Family Trust 0.28% No change 6,070 $475K
Ferguson Wellman Capital Management, Inc. 0.01% Add +107.8% 6,059 $474K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -54.9% 6,049 $474K
Heartland Bank & Trust Co 0.24% Reduce -25.4% 6,038 $473K
Bank of Marin 0.60% Add +7.8% 6,036 $472K
Marathon Mission, Inc. 0.33% No change 5,998 $470K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +3.2% 5,981 $468K
Whelan Financial 0.18% New 5,906 $462K
SS&H Financial Advisors, Inc. 0.17% No change 5,899 $462K
KMG Fiduciary Partners, LLC 0.04% Reduce -4.8% 5,899 $462K
Avalon Capital Management 0.13% Reduce -2.9% 5,871 $460K
Monograph Wealth Advisors, LLC 0.06% Reduce -4.1% 5,818 $455K
Trust Point Inc. 0.04% Reduce -22.7% 5,813 $455K
WESPAC Advisors SoCal, LLC 0.12% No change 5,805 $454K
Sweeney & Michel, LLC 0.20% — 6,496 $454K
Klingman & Associates, LLC 0.03% Add +41.7% 5,787 $453K
Principle Wealth Partners LLC 0.03% No change 5,777 $452K
Ridgecrest Wealth Partners, LLC 0.24% No change 5,768 $452K
Tempus Wealth Planning, LLC 0.13% Reduce -1.6% 5,768 $451K
Fiduciary Trust Co 0.01% Add +4.8% 5,748 $450K
Sand Hill Global Advisors, LLC 0.02% No change 5,748 $450K
Voisard Asset Management Group, Inc. 0.13% Add +0.1% 5,745 $450K
Diligent Investors, LLC 0.11% No change 5,735 $449K
Belpointe Asset Management LLC 0.02% Reduce -49.6% 5,721 $448K
Moser Wealth Advisors, LLC 0.23% Reduce -4.2% 5,710 $447K
Journey Advisory Group, LLC 0.04% Reduce -7.3% 5,694 $446K
JTC Employer Solutions Trustee Ltd 0.04% Add +141.3% 5,670 $444K
Wesbanco Bank Inc. 0.02% Reduce -11.5% 5,639 $441K
Relyea Zuckerberg Hanson LLC 0.06% Add +4.1% 5,635 $441K
Haverford Trust Co 0.00% Reduce -0.0% 5,598 $438K
Ameritas Advisory Services, LLC 0.02% Add +0.4% 5,725 $436K
First National Bank of Omaha 0.03% Reduce -38.3% 5,550 $434K
Parcion Private Wealth LLC 0.04% New 5,548 $434K
Private Trust Co. NA 0.04% Add +3.1% 5,536 $433K
Veltria Advisors Corp. 0.28% Reduce -17.3% 5,524 $432K
LGT Fund Management Co Ltd. 0.04% No change 5,504 $431K
New Century Financial Group, LLC 0.50% Reduce -66.2% 5,491 $430K
Capital A Wealth Management, LLC 0.45% No change 5,486 $429K
Credit Industriel Et Commercial 0.10% New 5,478 $429K
KRS Capital Management, LLC 0.34% Add +0.1% 5,475 $429K
Addison Advisors LLC 0.12% Add +0.3% 5,475 $429K
Aviso Financial Inc. 0.02% Add +29.9% 5,465 $428K
Root Financial Partners, LLC 0.05% Reduce -66.6% 5,463 $428K
Yarbrough Capital, LLC 0.02% No change 5,454 $427K
Avidian Wealth Enterprises, LLC 0.02% Add +2.9% 5,439 $426K
James Investment Research, Inc. 0.05% Add +5.4% 5,433 $425K
Western Pacific Wealth Management, LP 0.38% No change 5,415 $424K
Wbi Investments, LLC 0.11% Add +19.1% 5,412 $424K
Waterloo Capital, L.P. 0.04% Add +89.3% 5,406 $423K
Rosenberg Matthew Hamilton 0.11% No change 5,403 $423K
Apexium Financial, LP 0.03% Add +26.3% 5,401 $423K
PFG Investments, LLC 0.03% Reduce -0.4% 5,401 $423K
Kingswood Wealth Advisors, LLC 0.04% Reduce -3.3% 5,385 $422K
Bryn Mawr Trust Advisors, LLC 0.03% Add +12.0% 5,382 $421K
Olistico Wealth, LLC 0.26% Add +0.0% 5,380 $421K
Dagco, Inc. 0.14% No change 5,375 $421K
Rovin Capital /Ut/ 0.13% Add +1.3% 5,358 $419K
Operose Advisors LLC 0.14% Add +8.8% 5,345 $418K
Trustmark Bank Trust Department 0.03% Reduce -2.3% 5,345 $418K
Optas, LLC 0.07% Add +13.4% 5,338 $418K
Alliance Wealth Advisors, LLC 0.11% New 5,311 $416K
Burke & Herbert Bank & Trust Co. 0.10% No change 5,300 $415K
Lountzis Asset Management, LLC 0.16% Reduce -43.3% 5,166 $414K
Angeles Wealth Management, LLC 0.03% Add +1.4% 5,268 $412K
Delta Investment Management, LLC 0.08% New 5,257 $412K
Greykasell Wealth Strategies, Inc. 0.22% No change 5,236 $410K
Quadrant Private Wealth Management, LLC 0.10% Reduce -6.7% 5,222 $409K
CNB Bank 0.21% No change 5,218 $408K
HHM Wealth Advisors, LLC 0.06% Add +6.9% 5,216 $408K
Opinicus Capital, Inc. 0.36% Reduce -47.3% 5,210 $408K
GC Wealth Management RIA, LLC 0.07% Add +5.8% 5,207 $408K
Trace Wealth Advisors, LLC 0.36% No change 5,200 $407K
BSW Wealth Partners 0.06% Reduce -19.0% 5,185 $406K
Sky Investment Group LLC 0.08% No change 5,145 $403K
Gladstone Institutional Advisory LLC 0.02% Reduce -17.8% 5,137 $402K
Affinity Capital Advisors, LLC 0.08% Add +48.0% 5,210 $401K
Enzi Wealth 0.16% Reduce -0.8% 5,000 $397K
Freestone Capital Holdings, LLC 0.01% Reduce -25.5% 5,044 $395K
Coastwise Capital Group, LLC 0.33% Reduce -19.4% 5,043 $395K
Kingsview Wealth Management, LLC 0.01% Reduce -60.6% 5,035 $394K
River Wealth Advisors LLC 0.05% Reduce -1.8% 5,029 $394K
Paragon Private Wealth Management, LLC 0.18% Add +48.7% 5,029 $394K
BBR Partners, LLC 0.03% Reduce -1.2% 5,019 $393K
Viewpoint Capital Management LLC 0.21% No change 5,000 $391K
Advisory Alpha, LLC 0.01% Reduce -2.0% 5,000 $391K
Avior Wealth Management, LLC 0.01% Reduce -82.0% 4,971 $389K
Vanguard Capital Wealth Advisors 0.48% Reduce -36.5% 4,950 $387K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Add +10.0% 4,930 $386K
Evermay Wealth Management LLC 0.05% Add +6.5% 4,917 $385K
Hopwood Financial Services, Inc. 0.30% No change 4,906 $384K
Diversify Wealth Management, LLC 0.03% New 4,714 $383K
GW&K Investment Management, LLC 0.00% Add +2.3% 4,887 $383K
Aljian Capital Management, LLC 0.09% Add +0.1% 4,878 $382K
Claro Advisors Inc. 0.05% Add +10.5% 4,868 $381K
Alliance Wealth Advisors, LLC 0.22% Reduce -9.7% 4,844 $379K
Puzo Michael J 0.11% New 4,828 $378K
Cannell & Spears LLC 0.01% Reduce -8.5% 4,825 $378K
Phoenix Financial Ltd. 0.01% Reduce -9.2% 4,800 $378K
Peoples Bank 0.26% Reduce -0.2% 4,820 $377K
Keyvantage Wealth, LLC 0.18% Reduce -13.7% 4,708 $369K
Simplicity Wealth,LLC 0.03% Reduce -7.4% 4,696 $368K
Icon Wealth Advisors, LLC 0.03% Add +7.6% 4,688 $367K
Westmount Partners, LLC 0.11% Reduce -52.0% 4,651 $364K
Orca Investment Management, LLC 0.36% No change 4,646 $364K
Old Mission Investment Co LLC 0.11% No change 4,643 $363K
Eagle Wealth Strategies LLC 0.22% Add +0.7% 4,623 $362K
Sonora Investment Management Group, LLC 0.03% Reduce -3.9% 4,622 $362K
PharVision Advisers, LLC 0.50% Reduce -6.7% 4,621 $362K
Avantax Planning Partners, Inc. 0.01% Reduce -12.8% 4,615 $361K
Rockland Trust Co. 0.02% New 4,610 $361K
Advisor OS, LLC 0.04% New 4,595 $360K
Quotient Wealth Partners, LLC 0.01% Add +11.6% 4,593 $360K
Moss Adams Wealth Advisors LLC 0.04% Add +33.6% 4,557 $357K
Smith Thornton Advisors LLC 0.22% Add +4.3% 4,545 $356K
Bernard Wealth Management Corp. 0.17% Add +22.2% 4,544 $356K
RVW Wealth, LLC 0.03% New 4,529 $355K
Lester Murray Antman dba SimplyRich 0.10% No change 4,510 $353K
Marks Group Wealth Management, Inc 0.03% No change 4,500 $352K
Journey Strategic Wealth LLC 0.01% Add +3.1% 4,486 $351K
Semus Wealth Partners LLC 0.24% Add +0.8% 4,455 $349K
E Fund Management Co., Ltd. 0.02% Add +20.2% 4,449 $348K
Fielder Capital Group LLC 0.10% Add +31.5% 4,440 $348K
West Family Investments, Inc. 0.13% No change 4,421 $346K
Souders Financial Advisors 0.05% Add +10.4% 4,409 $345K
Benin Management CORP 0.10% Add +10.1% 4,403 $345K
CFO4Life Group, LLC 0.06% Reduce -17.1% 4,396 $344K
LBMC Investment Advisors, LLC 0.03% No change 4,388 $343K
Caas Capital Management LP 0.16% Reduce -36.8% 4,384 $343K
Ledyard National Bank 0.03% Add +0.6% 4,378 $343K
Gibbs Wealth Management 0.08% New 4,369 $342K
Astoria Portfolio Advisors LLC. 0.12% No change 4,380 $341K
Two Sigma Securities, LLC 0.05% Reduce -21.1% 4,336 $339K
Client 1ST Advisory Group, LLC 0.13% No change 4,322 $338K
WealthPLAN Partners, LLC 0.05% Add +6.3% 4,314 $338K
Clearview Wealth Advisors LLC 0.25% Reduce -3.1% 4,276 $335K
KLCM Advisors, Inc. 0.04% Reduce -0.3% 4,246 $332K
TFG Advisers LLC 0.12% Add +0.2% 4,245 $332K
Gryphon Financial Partners LLC 0.05% Add +28.4% 4,245 $332K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 4,228 $331K
MBB Public Markets I LLC 0.04% New 4,209 $329K
Aberdeen Wealth Management LLC 0.23% Add +0.1% 4,197 $329K
Catalyst Private Wealth, LLC 0.16% Add +0.2% 4,192 $328K
J. Safra Sarasin Holding AG 0.01% Add +40.8% 4,190 $328K
Level Four Advisory Services, LLC 0.01% Add +3.6% 4,170 $326K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Reduce -12.5% 4,166 $326K
Versant Capital Management, Inc 0.05% Add +171.2% 4,154 $325K
Trillium Asset Management, LLC 0.01% No change 4,156 $325K
Welch & Forbes LLC 0.00% Reduce -9.9% 4,107 $321K
Douglass Winthrop Advisors, LLC 0.01% No change 4,106 $321K
CoreCap Advisors, LLC 0.01% Reduce -25.1% 4,101 $321K
Trust Co of the South 0.07% No change 4,088 $320K
Hemenway Trust Co LLC 0.03% New 4,085 $320K
Oxinas Partners, LLC 0.19% Add +0.1% 4,084 $320K
Retirement Planning Co of New England, Inc. 0.16% Add +5.5% 4,076 $319K
Waddell & Associates, LLC 0.04% Reduce -1.3% 4,074 $319K
Essex LLC 0.07% No change 4,050 $317K
Fiduciary Alliance LLC 0.03% Reduce -3.0% 4,041 $316K
Strategic Blueprint, LLC 0.02% Reduce -50.1% 4,027 $315K
Laffer Tengler Investments, Inc. 0.08% No change 4,025 $315K
Oarsman Capital, Inc. 0.06% Reduce -13.1% 3,982 $312K
Romano Brothers and Company 0.04% No change 3,974 $311K
Sanders Morris Harris LLC 0.05% No change 4,000 $311K
Studio Investment Management LLC 0.06% Reduce -2.7% 3,962 $310K
Ariston Services Group 0.26% No change 3,958 $310K
Edgestream Partners, L.P. 0.01% Reduce -80.5% 3,953 $309K
CYBER HORNET ETFs LLC 0.32% Reduce -0.1% 3,951 $309K
Boyar Asset Management Inc. 0.22% No change 3,950 $309K
Van Strum & Towne Inc. 0.10% No change 3,950 $309K
Nova R Wealth, Inc. 0.15% No change 3,936 $308K
First Business Financial Services, Inc. 0.03% No change 3,931 $308K
Kovack Advisors, Inc. 0.03% Reduce -5.4% 3,930 $308K
Delta Financial Advisors LLC 0.12% Reduce -11.3% 3,923 $307K
Colonial River Investments, LLC 0.17% New 3,921 $307K
Denver PWM, LLC 0.11% Reduce -5.6% 3,913 $306K
Purus Wealth Management, LLC 0.13% Add +0.2% 3,905 $306K
Klingenstein Fields & Co. LP 0.01% Add +0.1% 3,895 $305K
Trek Financial, LLC 0.02% Add +0.2% 3,889 $304K
Freedom Investment Management, Inc. 0.03% Add +10.2% 3,869 $303K
Rothschild Capital Partners, LLC 0.08% Reduce -2.3% 3,860 $302K
Broadway Wealth Solutions, Inc. 0.22% Reduce -5.3% 3,859 $302K
Biltmore Family Office, LLC 0.05% Add +0.4% 3,858 $302K
Opus Capital Group, LLC 0.04% Add +0.3% 3,864 $302K
Noesis Capital Mangement Corp. 0.06% Reduce -1.3% 3,848 $301K
Principia Wealth Advisory, LLC 0.29% Add +0.3% 4,003 $301K
Up Strategic Wealth Investment Advisors LLC 0.27% Add +2.1% 3,838 $300K
American Institute for Advanced Investment Management, LLP 0.23% No change 3,825 $299K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -20.5% 3,819 $299K
Cable Hill Partners, LLC 0.03% Add +0.1% 3,671 $299K
Court Place Advisors, LLC 0.10% Reduce -5.0% 3,800 $297K
Silver Oak Securities, Incorporated 0.03% New 3,817 $297K
Berger Financial Group, Inc 0.02% Reduce -1.6% 3,783 $296K
Paradigm Capital Management, LLC 0.31% Reduce -52.1% 3,775 $296K
Cyndeo Wealth Partners, LLC 0.02% Add +4.6% 3,763 $295K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.8% 3,758 $294K
Westshore Wealth, LLC 0.12% Reduce -0.8% 3,752 $294K
Sivia Capital Partners, LLC 0.14% Add +4.3% 3,744 $293K
Signature Wealth Management Group 0.11% Reduce -85.0% 3,737 $293K
Morton Community Bank 0.08% Reduce -41.9% 3,733 $292K
Norway Savings Bank 0.17% Reduce -2.0% 3,710 $290K
Quantum Financial Advisors, LLC 0.04% No change 3,687 $289K
Advyzon Investment Management, LLC 0.10% New 3,681 $288K
Founders Capital Management 0.19% No change 3,680 $288K
Castleview Partners, LLC 0.19% Add +7.0% 3,672 $287K
Cohen Klingenstein LLC 0.01% No change 3,660 $287K
Cary Street Partners Investment Advisory LLC 0.17% Add +15.9% 3,658 $286K
Peterson Wealth Services 0.09% Reduce -3.5% 3,656 $286K
Triumph Capital Management 0.10% Reduce -8.8% 3,647 $285K
Baron Wealth Management LLC 0.13% New 3,641 $285K
SeaBridge Investment Advisors LLC 0.06% Reduce -18.0% 3,635 $285K
Lodestar Private Asset Management LLC 0.04% Reduce -5.4% 3,604 $282K
Marathon Trading Investment Management LLC 0.15% Reduce -11.3% 3,600 $282K
Private Client Services, LLC 0.14% Add +0.1% 3,597 $282K
Kathmere Capital Management, LLC 0.02% Add +3.3% 3,595 $281K
Wellington Shields Capital Management, LLC 0.05% New 3,592 $281K
Front Row Advisors LLC 0.11% Reduce -0.4% 3,589 $281K
Tompkins Financial Corp. 0.03% Reduce -4.4% 3,588 $281K
Florida Trust Wealth Management Co 0.01% Reduce -23.2% 3,578 $280K
Childress Capital Advisors, LLC 0.08% Add +2.8% 3,577 $280K
Wealth Group, Ltd. 0.18% New 3,575 $280K
Harbour Trust & Investment Management Co 0.03% No change 3,564 $279K
BIT Capital GmbH 0.03% Reduce -68.6% 3,545 $278K
Brown Capital Management LLC 0.01% Reduce -9.1% 3,527 $276K
Prosperitas Financial LLC 0.14% Reduce -2.7% 3,525 $276K
WealthShield Partners, LLC 0.04% New 3,501 $274K
Wisconsin Capital Management LLC 0.17% No change 3,500 $274K
Edgewood Management LLC 0.00% No change 3,500 $274K
Coordinated Financial Services, Inc. 0.21% — 3,497 $274K
LCM Capital Management Inc 0.16% No change 3,490 $273K
Rothschild Wealth LLC 0.08% Add +4.3% 3,489 $273K
Opal Wealth Advisors, LLC 0.08% Add +7.6% 3,471 $272K
Keystone Wealth Services, LLC 0.07% Add +0.2% 3,470 $272K
Marshall & Sterling Wealth Advisors Inc. 0.18% Add +130.7% 3,428 $269K
New Wave Wealth Advisors LLC 0.12% Reduce -15.5% 3,424 $268K
Accurate Wealth Management, LLC 0.05% Add +0.7% 3,463 $267K
Moneco Advisors, LLC 0.03% Add +0.9% 3,401 $266K
Marshall Financial Group, LLC 0.06% Reduce -8.1% 3,401 $266K
Alpha DNA Investment Management LLC 5.74% Reduce -91.6% 3,397 $266K
WealthPlan Investment Management, LLC 0.03% Reduce -2.8% 3,389 $265K
WorthPointe, LLC 0.12% Add +0.3% 3,373 $264K
RAM Investment Partners, LLC 0.07% Add +2.1% 3,361 $263K
Wayfinding Financial, LLC 0.12% Reduce -2.0% 3,369 $263K
Maridea Wealth Management LLC 0.09% Reduce -17.6% 3,358 $263K
Seed Wealth Management, Inc. 0.21% No change 3,357 $263K
CWS Financial Advisors, LLC 0.08% No change 3,352 $262K
Spartan Planning & Wealth Management 0.25% Add +9.2% 3,347 $262K
St. Nicholas Private Asset Management, Inc. 0.25% No change 3,330 $261K
Fox Run Management, L.L.C. 0.04% Reduce -80.0% 3,325 $260K
Guardian Wealth Advisors, LLC / NC 0.02% Add +6.0% 3,321 $260K
Shum Financial Group, Inc. 0.22% Add +21.6% 3,316 $260K
LongView Wealth Management 0.08% Add +0.3% 3,299 $258K
First Horizon Advisors, Inc. 0.01% Add +7.7% 3,298 $258K
TrueWealth Advisors, LLC 0.08% Reduce -1.8% 3,291 $258K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +5.6% 3,302 $257K
Wedge Capital Management L L P 0.01% New 3,273 $256K
Perennial Investment Advisors, LLC 0.03% Add +7.2% 3,273 $256K
Legacy Private Trust Co. 0.02% Reduce -2.7% 3,265 $256K
Linden Thomas Advisory Services, LLC 0.03% Add +2.0% 3,260 $255K
Abacus Planning Group, Inc. 0.04% Add +9.5% 3,258 $255K
BOS Asset Management, LLC 0.09% Reduce -3.0% 3,257 $255K
Diversified Enterprises, LLC 0.02% New 3,248 $254K
Little House Capital LLC 0.07% No change 3,229 $253K
Wimmer Associates 1, LLC 0.13% Reduce -2.0% 2,924 $252K
Quent Capital, LLC 0.03% Add +11.8% 3,199 $250K
Sigma Investment Counselors Inc. 0.02% No change 3,199 $250K
Calton & Associates, Inc. 0.06% New 3,197 $250K
AlphaCore Capital LLC 0.02% New 3,192 $250K
Bruce G. Allen Investments, LLC 0.20% Add +9.5% 3,184 $249K
Exencial Wealth Advisors, LLC 0.01% Reduce -11.6% 3,182 $249K
First Financial Corp. 0.12% Reduce -76.4% 3,174 $248K
Cornerstone Advisory, LLC 0.03% Add +0.0% 2,993 $248K
Blodgett Wealth Advisors, LLC 0.21% No change 3,167 $248K
Whalerock Point Partners, LLC 0.06% No change 3,166 $248K
Bremer Bank National Association 0.04% Add +8.2% 3,157 $247K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.2% 3,157 $247K
Plancorp, LLC 0.01% Add +8.9% 3,150 $247K
West Coast Financial LLC 0.03% Add +3.3% 3,149 $247K
Azimuth Capital Investment Management LLC 0.01% Reduce -13.0% 3,149 $247K
First Interstate Bank 0.01% Reduce -37.0% 3,131 $245K
Steel Grove Capital Advisors, LLC 0.04% Reduce -54.5% 3,120 $244K
Obermeyer Wealth Partners 0.01% Reduce -39.1% 3,113 $244K
Bond & Devick Financial Network, Inc. 0.09% New 3,108 $243K
Red Door Wealth Management, LLC 0.04% Add +1.0% 3,104 $243K
Bluespring Wealth Management, LLC 0.02% Add +1.9% 3,098 $243K
TCV Trust & Wealth Management, Inc. 0.02% No change 3,082 $241K
Highline Wealth Partners LLC 0.08% Add +1.8% 3,078 $241K
Fiduciary Family Office, LLC 0.08% New 3,075 $241K
Pinnacle Bancorp, Inc. 0.08% No change 3,075 $241K
Morling Financial Advisors, LLC 0.08% New 3,070 $240K
Summit Wealth & Retirement Planning, Inc. 0.07% New 3,061 $240K
Flagship Harbor Advisors, LLC 0.01% Add +2.3% 3,057 $239K
PFG Advisors 0.01% Add +2.4% 3,041 $238K
Quantbot Technologies LP 0.01% Reduce -98.3% 3,036 $238K
BlackDiamond Wealth Management, LLC 0.16% Reduce -28.1% 2,810 $237K
CRA Financial Services, LLC 0.04% Reduce -11.7% 3,030 $237K
Manchester Capital Management LLC 0.03% Add +10.0% 3,029 $237K
Williams Jones Wealth Management, LLC. 0.00% Reduce -12.4% 3,024 $237K
Lantz Financial LLC 0.06% Add +3.4% 3,021 $237K
Everpar Advisors LLC 0.13% New 3,017 $236K
Kathleen S. Wright Associates Inc. 0.10% Add +3.5% 3,000 $236K
Tradition Wealth Management, LLC 0.02% New 3,014 $236K
Certuity, LLC 0.02% New 3,005 $235K
Manuka Financial, LLC 0.15% No change 3,000 $235K
Sierra Summit Advisors LLC 0.05% No change 3,000 $235K
Martel Wealth Advisors LLC 0.05% No change 3,000 $235K
Brave Asset Management Inc. 0.07% No change 2,988 $234K
Kitching Partners, LLC 0.27% New 2,987 $234K
Austin Private Wealth, LLC 0.02% New 2,982 $233K
Verdence Capital Advisors LLC 0.02% Reduce -2.4% 2,979 $233K
Silver Coast Investments LLC 0.09% Reduce -9.8% 2,973 $233K
Forte Capital LLC 0.03% Add +9.7% 2,966 $232K
Physicians Financial Services, Inc. 0.07% New 2,950 $231K
Stockman Wealth Management, Inc. 0.03% No change 2,935 $230K
Carolinas Wealth Consulting LLC 0.05% Add +0.2% 2,935 $230K
Chilton Capital Management LLC 0.01% Reduce -1.7% 2,926 $229K
Aprio Wealth Management, LLC 0.03% New 2,924 $229K
Acas, LLC 0.17% No change 2,801 $228K
Graves Light Lenhart Wealth, Inc. 0.03% New 2,913 $228K
Stonegate Investment Group, LLC 0.01% Reduce -3.8% 2,909 $228K
SYM FINANCIAL Corp 0.03% New 2,886 $226K
Deseret Mutual Benefit Administrators 0.11% Add +19.4% 2,875 $225K
Confluence Wealth Services, Inc. 0.01% Add +0.0% 2,871 $223K
Petrus Trust Company, LTA 0.02% Reduce -53.3% 2,850 $223K
Caliber Wealth Management, LLC / KS 0.03% — 2,846 $223K
Thrive Wealth Management, LLC 0.04% Reduce -25.0% 2,839 $222K
Marion Wealth Management 0.06% Add +1.8% 2,826 $221K
Longview Financial Advisors LLC 0.15% Add +1.9% 2,816 $220K
Transcend Capital Advisors, LLC 0.02% New 2,805 $220K
LJI Wealth Management, LLC 0.04% No change 2,802 $219K
Camden National Bank 0.03% New 2,792 $219K
Bernardo Wealth Planning LLC 0.05% Add +0.6% 2,768 $217K
Keystone Financial Group 0.02% Reduce -1.5% 2,763 $216K
Holderness Investments Co. 0.05% No change 2,760 $216K
TRUE Private Wealth Advisors 0.03% Reduce -8.6% 2,753 $216K
Beaumont Financial Advisors, LLC 0.02% Add +1.5% 2,750 $215K
Portfolio Design Labs, LLC 0.04% New 2,749 $215K
Smithfield Trust Co 0.01% Reduce -25.8% 2,719 $214K
Straight Path Wealth Management 0.09% No change 2,732 $214K
Traveka Wealth, LLC 0.12% New 2,724 $213K
Auxano Advisors, LLC 0.06% Add +0.1% 2,719 $213K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -6.9% 2,718 $213K
Financial Management Professionals, Inc. 0.03% Add +3.0% 2,716 $213K
Waypoint Wealth Partners Inc. 0.06% No change 2,705 $212K
Sunflower Bank, N.A. 0.06% New 2,701 $211K
AA Financial Advisors, LLC 0.05% Reduce -7.5% 2,697 $211K
Magnus Financial Group LLC 0.02% New 2,697 $211K
O'Keefe Stevens Advisory, Inc. 0.07% New 2,695 $211K
Cornerstone Wealth Group, LLC 0.02% New 2,693 $211K
MJP Associates Inc. 0.04% New 2,688 $210K
Five Oceans Advisors 0.10% New 2,680 $210K
LVW Advisors, LLC 0.03% New 2,670 $209K
ARS Wealth Advisors Group, LLC 0.03% Reduce -2.7% 2,665 $209K
Gries Financial LLC 0.04% New 2,664 $209K
First Affirmative Financial Network 0.13% Reduce -14.4% 2,664 $209K
Farmers Trust Co. 0.04% New 2,662 $208K
Onyx Bridge Wealth Group LLC 0.03% New 2,657 $208K
Beach Investment Counsel Inc. 0.03% New 2,656 $208K
Broadleaf Partners, LLC 0.05% New 2,640 $207K
Brio Consultants, LLC 0.03% Reduce -3.3% 2,637 $206K
D'Orazio & Associates, Inc. 0.03% New 2,628 $206K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -4.6% 2,630 $204K
First Financial Bankshares Inc 0.00% New 2,606 $204K
Goepper Burkhardt LLC 0.08% New 2,600 $204K
FAS Wealth Partners, Inc. 0.02% New 2,598 $203K
SMART Wealth LLC 0.07% New 2,587 $203K
DHK Financial Advisors, Inc. 0.11% New 2,582 $202K
Delta Financial Group, Inc. 0.05% New 2,529 $202K
Wilkinson Global Asset Management LLC 0.01% New 2,580 $202K
Schrum Private Wealth Management LLC 0.18% New 2,556 $200K
Riverview Trust Co 0.20% Reduce -1.1% 2,555 $200K
Elevation Wealth Partners, LLC 0.09% Add +0.3% 2,528 $198K
Wood Tarver Financial Group, LLC 0.06% Add +0.2% 2,526 $198K
Asset Dedication, LLC 0.02% Add +3.7% 2,490 $195K
SOA Wealth Advisors, LLC. 0.04% Reduce -25.4% 2,489 $195K
Creative Financial Designs Inc. 0.02% Add +2.2% 2,489 $195K
Cromwell Holdings LLC 0.12% No change 2,470 $193K
Zions Bancorporation, National Association 0.01% — 2,412 $189K
Eastern Bank 0.00% Add +3.8% 2,406 $188K
Grove Bank & Trust 0.03% Add +2.0% 2,386 $187K
Arax Advisory Partners 0.01% Add +2.4% 2,301 $180K
Horizon Bancorp Inc. 0.10% Reduce -8.3% 2,299 $180K
LRI Investments, LLC 0.02% Add +0.8% 2,289 $179K
Birchbrook, Inc. 0.10% Reduce -6.8% 2,266 $177K
BankPlus Trust Department 0.06% Add +1.2% 2,260 $177K
Oakworth Capital, Inc. 0.01% No change 2,259 $177K
Mowery & Schoenfeld Wealth Management, LLC 0.35% Add +342.8% 2,254 $176K
Ulland Investment Advisors, LLC 0.15% Add +6.9% 2,245 $176K
Medallion Wealth Advisors, LLC 0.08% Add +72.9% 2,180 $170K
SBI Securities Co., Ltd. 0.01% Reduce -4.1% 2,161 $169K
University of Texas/Texas Am Investment Management Co. 0.03% New 2,156 $169K
Ceeto Capital Group, LLC 0.06% No change 2,125 $166K
Concord Wealth Partners 0.03% Add +4.0% 2,013 $158K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +22.6% 2,010 $157K
Farmers & Merchants Investments Inc. 0.00% Add +8.0% 1,955 $153K
Estabrook Capital Management 0.02% No change 1,895 $148K
Bell Investment Advisors, Inc 0.03% Reduce -15.1% 1,881 $147K
ORG Partners LLC 0.04% Reduce -37.0% 1,577 $146K
SRH Advisors, LLC 0.04% Reduce -35.0% 1,855 $145K
Private Wealth Asset Management, LLC 0.02% — 1,822 $143K
Harbor Investment Advisory, LLC 0.01% No change 7,959 $141K
McClarren Financial Advisors, Inc. 0.09% New 1,779 $141K
Hartford Financial Management Inc. 0.03% No change 1,800 $141K
Acropolis Investment Management, LLC 0.01% Add +1.0% 1,799 $141K
Pflug Koory, LLC 0.07% Reduce -12.9% 1,702 $133K
City State Bank 0.04% No change 1,695 $133K
Clearstead Trust, LLC 0.03% Add +12.2% 1,590 $124K
Evelyn Partners Investment Management Services Ltd 0.02% Reduce -32.2% 1,580 $124K
Catalyst Capital Advisors LLC 0.00% Reduce -12.9% 1,580 $124K
AllSquare Wealth Management LLC 0.07% No change 1,559 $122K
Dynamic Wealth Strategies, LLC 0.10% New 1,550 $121K
DT Investment Partners, LLC 0.01% No change 1,545 $121K
State of Wyoming 0.02% Reduce -49.3% 1,544 $121K
Truvestments Capital LLC 0.03% Add +13.1% 1,543 $121K
Vestor Capital, LLC 0.01% Reduce -1.2% 1,538 $120K
YANKCOM Partnership 0.07% Add +5.3% 1,516 $119K
Barrett & Company, Inc. 0.05% No change 1,514 $119K
Sherman Asset Management, Inc. 0.11% No change 1,512 $118K
Quarry LP 0.03% Reduce -40.6% 1,470 $115K
Hemington Wealth Management 0.02% Add +7.0% 1,466 $114K
MV Capital Management, Inc. 0.01% Add +0.7% 1,453 $114K
Pension & Wealth Management Advisors, Inc. 0.04% Add +0.3% 1,448 $113K
Rowlandmiller & Partners.adv 0.02% New 1,435 $112K
Davis Capital Management 0.09% No change 1,408 $110K
eCIO, Inc. 0.04% — 1,399 $110K
Capula Management Ltd 0.00% New 1,395 $109K
Trust Co. of Vermont 0.01% Reduce -22.3% 1,391 $109K
Asset Planning,Inc 0.08% Add +0.1% 1,344 $105K
Atticus Wealth Management, LLC 0.03% No change 1,327 $104K
Indiana Trust & Investment Management Co 0.04% No change 1,275 $100K
Covestor Ltd 0.07% Reduce -0.9% 1,266 $99K
Wesleyan Assurance Society 0.01% No change 1,250 $98K
Northwest Capital Management Inc 0.04% Add +0.4% 1,247 $98K
Millstone Evans Group, LLC 0.07% Add +0.8% 1,243 $97K
Optimum Investment Advisors 0.05% Add +0.1% 1,228 $96K
Proathlete Wealth Management LLC 0.03% New 1,223 $96K
Richards, Merrill & Peterson, Inc. 0.05% No change 1,202 $94K
Hantz Financial Services, Inc. 0.00% Add +49.9% 1,178 $92K
Abound Financial, LLC 0.05% New 1,173 $92K
IMA Advisory Services, Inc. 0.01% New 1,150 $90K
Hexagon Capital Partners LLC 0.02% Reduce -78.1% 1,123 $88K
Crews Bank & Trust 0.01% No change 1,123 $88K
Pacifica Partners Inc. 0.04% Add +3.7% 1,151 $86K
New Age Alpha Advisors, LLC 0.00% New 1,078 $84K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.3% 1,078 $84K
Ascentis Wealth Management, LLC 0.03% Reduce -38.4% 1,075 $84K
North Capital, Inc. 0.08% — 1,058 $83K
Sound Income Strategies, LLC 0.00% Reduce -2.6% 1,036 $81K
Rise Advisors, LLC 0.04% Add +25.7% 1,021 $80K
Darwin Wealth Management, LLC 0.03% No change 1,039 $77K
VSM Wealth Advisory, LLC 0.03% Add +0.2% 980 $77K
AdvisorNet Financial, Inc 0.01% Add +17.9% 967 $76K
Logan Capital Management Inc. 0.00% No change 959 $75K
Graney & King, LLC 0.05% No change 928 $73K
Meeder Asset Management Inc. 0.00% Add +138.4% 925 $72K
Elite Financial, Inc. 0.04% New 900 $70K
Toth Financial Advisory Corp. 0.01% No change 870 $68K
Vermillion & White Wealth Management Group, LLC 0.05% Reduce -4.5% 868 $68K
Synergy Investment Management, LLC 0.03% Add +0.1% 858 $67K
Pandora Wealth, Inc. 0.04% — 854 $67K
Disciplina Capital Management LLC 0.01% Reduce -47.0% 839 $66K
TruNorth Capital Management, LLC 0.02% New 834 $65K
Hollencrest Capital Management 0.00% No change 810 $63K
Painted Porch Advisors LLC 0.03% No change 775 $61K
Missouri Trust & Investment Co 0.02% No change 774 $61K
WASHINGTON TRUST Co 0.00% Add +4.4% 764 $60K
NewSquare Capital LLC 0.00% Add +556.0% 761 $60K
IAG Wealth Partners, LLC 0.01% No change 705 $55K
Promus Capital, LLC 0.04% No change 700 $55K
Field & Main Bank 0.02% No change 700 $55K
Whipplewood Advisors, LLC 0.03% Add +3604.0% 23,076 $54K
Saudi Central Bank 0.28% New 678 $53K
MorganRosel Wealth Management, LLC 0.02% New 668 $52K
WPG Advisers, LLC 0.05% Reduce -6.7% 667 $52K
Crewe Advisors LLC 0.01% Add +4.9% 660 $52K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 659 $52K
West Paces Advisors Inc. 0.01% No change 655 $51K
Monetary Management Group Inc. 0.01% Reduce -18.8% 650 $51K
Signature Resources Capital Management, LLC 0.04% No change 635 $50K
Fortitude Family Office, LLC 0.02% No change 604 $47K
Gen-Wealth Partners Inc 0.02% Reduce -0.7% 601 $47K
Gould Capital, LLC 0.03% No change 600 $47K
Delta Asset Management LLC 0.00% Reduce -62.9% 590 $46K
Glass Jacobson Investment Advisors llc 0.01% No change 616 $46K
TD Waterhouse Canada Inc. 0.00% Reduce -4.4% 584 $45K
Carolina Wealth Advisors, LLC 0.02% No change 565 $44K
Investors Research Corp 0.01% Add +75.2% 559 $44K
AlphaQuest LLC 0.00% Reduce -92.6% 559 $44K
Atala Financial Inc 0.03% No change 556 $44K
Knuff & Co LLC 0.01% Reduce -9.9% 546 $43K
Clark Wealth Partners 0.03% Add +0.4% 542 $42K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.8% 519 $41K
Byrne Asset Management LLC 0.04% Reduce -7.9% 522 $41K
Wiser Advisor Group LLC 0.06% Add +0.2% 513 $40K
Murphy & Mullick Capital Management Corp 0.04% Add +154.7% 512 $40K
PSI Advisors, LLC 0.01% No change 509 $40K
Hughes Financial Services, LLC 0.01% New 513 $40K
2UniFi Bank 0.03% Add +2805.9% 494 $39K
Future Financial Wealth Managment LLC 0.03% No change 500 $39K
North Star Investment Management Corp. 0.00% No change 500 $39K
Kestra Investment Management, LLC 0.00% Add +43.9% 498 $39K
Beacon Capital Management, LLC 0.01% Add +53.1% 487 $38K
Key Financial Inc 0.01% Add +3.0% 476 $37K
Cornerstone Planning Group LLC 0.01% Add +90.5% 463 $36K
Cranbrook Wealth Management, LLC 0.01% Reduce -74.1% 451 $35K
First PREMIER Bank 0.01% No change 450 $35K
Core Alternative Capital 0.01% Reduce -71.4% 437 $34K
Washington Trust Advisors, Inc. 0.00% Add +11.6% 432 $34K
WFA Asset Management Corp 0.02% New 458 $33K
GPS Wealth Strategies Group, LLC 0.00% Add +27.5% 408 $32K
Activest Wealth Management 0.01% Add +6650.0% 405 $32K
Your Advocates Ltd., LLP 0.01% No change 434 $31K
CGC Financial Services, LLC 0.01% No change 400 $31K
Cedar Mountain Advisors, LLC 0.01% Add +0.3% 397 $31K
American Capital Advisory, LLC 0.02% No change 395 $31K
Stone House Investment Management, LLC 0.01% New 395 $31K
CBIZ Investment Advisory Services, LLC 0.00% Add +98.0% 386 $30K
Optiver Holding B.V. 0.00% Reduce -97.5% 381 $30K
Evelyn Partners Asset Management Ltd 0.01% No change 364 $28K
Puff Wealth Management, LLC 0.05% New 361 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 354 $28K
Kiker Wealth Management, LLC 0.02% New 353 $28K
Sierra Ocean, LLC 0.02% Add +34.4% 352 $28K
Main Street Group, LTD 0.01% No change 352 $28K
Westside Investment Management, Inc. 0.01% Add +75.0% 350 $27K
Country Trust Bank 0.00% No change 350 $27K
Raffa Wealth Management, LLC 0.01% No change 337 $26K
Private Wealth Management Group, LLC 0.01% No change 331 $26K
Sachetta, LLC 0.01% Add +0.6% 329 $26K
Salomon & Ludwin, LLC 0.00% Reduce -21.0% 328 $26K
Dunhill Financial, LLC 0.01% Reduce -3.3% 322 $25K
Atwood & Palmer Inc. 0.00% New 313 $25K
Accredited Wealth Management, LLC 0.02% New 310 $24K
Albion Financial Group 0.00% Reduce -31.3% 310 $24K
Bogart Wealth, LLC 0.00% Add +9.4% 302 $24K
Ransom Advisory, Ltd 0.01% No change 300 $23K
Battery Global Advisors, LLC 0.01% Add +0.3% 299 $23K
Valued Wealth Advisors LLC 0.01% Add +5.3% 297 $23K
Binnacle Investments Inc 0.02% — 296 $23K
Adirondack Trust Co. 0.01% Add +78.8% 295 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 292 $23K
Bellevue Asset Management, LLC 0.01% No change 291 $23K
Bfsg, LLC 0.00% Reduce -28.9% 283 $22K
Trifecta Capital Advisors, LLC 0.00% No change 282 $22K
Robinswood Financial LLC 0.01% Add +1541.2% 279 $22K
Frazier Financial Advisors, LLC 0.02% No change 269 $21K
Financial Connections Group, Inc. 0.01% No change 271 $21K
Tobam 0.01% Reduce -90.3% 242 $19K
Vision Financial Markets LLC 0.02% Add +30.3% 241 $19K
J.Safra Asset Management Corp 0.00% Reduce -52.4% 239 $19K
Abound Wealth Management 0.01% Reduce -18.0% 233 $18K
Redmont Wealth Advisors LLC 0.04% New 232 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -39.1% 230 $18K
Roxbury Financial LLC 0.02% Add +0.4% 226 $18K
Steph & Co. 0.01% Add +26.8% 227 $18K
Hurley Capital, LLC 0.01% Add +0.5% 222 $17K
Pin Oak Investment Advisors Inc. 0.01% No change 224 $17K
Mascoma Wealth Management LLC 0.00% No change 217 $17K
Glen Eagle Advisors, LLC 0.00% No change 217 $17K
Horizon Financial Services, LLC 0.01% Add +89.4% 214 $17K
BOK Financial Private Wealth, Inc. 0.00% Reduce -1.4% 214 $17K
Arlington Trust Co LLC 0.00% No change 211 $17K
Flaharty Asset Management, LLC 0.00% New 210 $16K
Ogorek Anthony Joseph /NY/ 0.01% New 217 $16K
Physician Wealth Advisors, Inc. 0.00% Add +17.2% 204 $16K
Fourth Dimension Wealth, LLC 0.01% No change 200 $16K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $16K
Vermillion Wealth Management, Inc. 0.00% No change 200 $16K
Minot DeBlois Advisors LLC 0.02% No change 195 $15K
Gleason Group, Inc. 0.00% Add +0.5% 193 $15K
Tradewinds Capital Management, LLC 0.00% Add +0.5% 187 $15K
Nova Wealth Management, Inc. 0.01% New 185 $14K
NFSG Corp 0.00% Add +40.8% 183 $14K
Arcadia Investment Management Corp. 0.00% No change 182 $14K
NCP Inc. 0.02% No change 181 $14K
Clear Investment Research, LLC 0.02% No change 180 $14K
McIlrath & Eck, LLC 0.00% Reduce -2.8% 176 $14K
Financial Network Wealth Advisors LLC 0.02% New 173 $14K
Bear Mountain Capital, Inc. 0.01% Reduce -41.4% 163 $13K
Global Financial Private Client, LLC 0.00% Add +40.4% 160 $13K
PrairieView Partners, LLC 0.00% No change 162 $12K
Prestige Wealth Management Group LLC 0.00% No change 153 $12K
Hoese & Co LLP 0.01% No change 152 $12K
MeadowBrook Investment Advisors LLC 0.01% No change 150 $12K
Gables Capital Management Inc. 0.01% No change 149 $12K
True Wealth Design, LLC 0.00% Add +831.3% 149 $12K
Red Tortoise LLC 0.01% No change 148 $12K
Transce3nd, LLC 0.01% Reduce -34.8% 146 $11K
Golden State Wealth Management, LLC 0.00% Reduce -82.6% 145 $11K
New England Capital Financial Advisors LLC 0.01% No change 142 $11K
Sittner & Nelson, LLC 0.00% No change 142 $11K
GoalVest Advisory LLC 0.00% Add +4.6% 136 $11K
Financial Gravity Asset Management, Inc. 0.00% — 130 $10K
Tortoise Investment Management, LLC 0.00% No change 129 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 121 $9K
Consultiva Wealth Management, Corp. 0.03% No change 121 $9K
Towne Trust Company, N.A 0.00% No change 116 $9K
MRP Capital Investments, LLC 0.01% Reduce -30.3% 115 $9K
Avion Wealth 0.00% No change 126 $9K
Penserra Capital Management LLC 0.00% Reduce -97.0% 117 $9K
Stonebridge Financial Group, LLC 0.00% Add +14.0% 114 $9K
Robbins Farley 0.00% No change 108 $8K
Graybill Wealth Management, LTD. 0.00% — 108 $8K
TFC Financial Management, Inc. 0.00% Add +29.3% 106 $8K
HighMark Wealth Management LLC 0.00% Add +22.3% 126 $8K
Nalls Sherbakoff Group, LLC 0.01% — 103 $8K
Miller Wealth Advisors, LLC 0.00% No change 100 $8K
Aventura Private Wealth, LLC 0.00% Add +35.7% 95 $7K
Dogwood Wealth Management LLC 0.00% New 94 $7K
First United Bank & Trust 0.00% Add +43.1% 93 $7K
REAP Financial Group, LLC 0.00% Add +9100.0% 92 $7K
Reyes Financial Architecture, Inc. 0.01% No change 90 $7K
American National Bank & Trust 0.00% No change 90 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 87 $7K
Global Wealth Strategies & Associates 0.00% No change 83 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.6% 78 $6K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.00% Reduce -87.4% 77 $6K
Eq Wealth Advisors, LLC 0.00% New 74 $6K
High Note Wealth, LLC 0.00% Reduce -1.4% 72 $6K
Global Trust Asset Management, LLC 0.00% No change 71 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 68 $5K
Holos Integrated Wealth LLC 0.00% No change 65 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 62 $5K
Morton Brown Family Wealth, LLC 0.00% New 58 $5K
1 North Wealth Services LLC 0.00% New 57 $4K
Winch Advisory Services, LLC 0.00% Reduce -58.2% 56 $4K
Duncker Streett & Co. Inc. 0.00% No change 53 $4K
Paladin Advisory Group, LLC 0.00% No change 52 $4K
Winnacle Wealth LLC 0.00% Add +48.6% 52 $4K
Tidemark, LLC 0.00% No change 51 $4K
WestEnd Advisors, LLC 0.00% Add +61.3% 50 $4K
First Command Advisory Services, Inc. 0.00% New 50 $4K
Perritt Capital Management Inc 0.00% New 49 $4K
TD Capital Management LLC 0.00% No change 48 $4K
Bangor Savings Bank 0.00% No change 46 $4K
Rakuten Securities, Inc. 0.00% Reduce -73.8% 45 $4K
Garde Capital, Inc. 0.00% New 45 $4K
ROSS\JOHNSON & Associates LLC 0.06% Add +10.0% 44 $3K
Fairman Group, LLC 0.00% Reduce -60.0% 46 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 43 $3K
Mendota Financial Group, LLC 0.00% No change 40 $3K
Ruedi Wealth Management, Inc. 0.00% No change 40 $3K
Hoey Investments, Inc. 0.00% No change 39 $3K
Rialto Wealth Management, LLC 0.00% New 38 $3K
Rossby Financial, LCC 0.00% New 36 $3K
Ameriflex Group, Inc. 0.00% No change 36 $3K
Wealth Preservation Advisors, LLC 0.00% — 34 $3K
PayPay Securities Corp 0.15% Reduce -23.3% 33 $3K
1620 Investment Advisors, Inc. 0.00% No change 33 $3K
Nemes Rush Group LLC 0.00% No change 33 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 27 $2K
Bare Financial Services, Inc 0.00% New 26 $2K
Raleigh Capital Management Inc. 0.00% Reduce -97.2% 25 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Center for Financial Planning, Inc. 0.00% No change 20 $2K
Osterweis Capital Management Inc. 0.00% New 20 $2K
Kimelman & Baird, LLC 0.00% No change 19 $1K
Crowley Wealth Management, Inc. 0.00% No change 18 $1K
Trust Co 0.00% New 17 $1K
JDM Financial Group LLC 0.00% No change 16 $1K
S&T Bank 0.00% New 16 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 15 $1K
PFG Private Wealth Management, LLC 0.00% New 13 $1K
Parkworth Wealth Management, Inc. 0.00% No change 12 $939
HFM Investment Advisors, LLC 0.00% — 10 $783
Nvwm, LLC 0.00% No change 8 $626
Quest 10 Wealth Builders, Inc. 0.00% Reduce -83.7% 7 $553
Iron Horse Wealth Management, LLC 0.00% New 6 $470
Y.D. More Investments Ltd 0.00% Add +14.0% 2,104 $443
Aspect Partners, LLC 0.00% No change 4 $313
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 3 $235
West Branch Capital LLC 0.00% No change 1 $79
Laurel Wealth Advisors LLC 0.00% No change 1 $79

"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.