The SouthernSO

13F holders, Q1 2025 (March 31)
2,206holders +84
200new positions
103sold out
8famous investors
$91.92avg. 13F price*

At the end of Q1 2025, 2,206 institutions reported holding The Southern Co. (SO) in their 13F filings, up 84 from Q4 2024. 200 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($9.6B), BlackRock, Inc. ($7.8B) and JPMorgan Chase & Co. ($5.8B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
The Southern Co.
Sector
Utilities
CUSIP
842587107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,824Q1 2024Q2 2024: 1,884Q2 2024Q3 2024: 2,008Q3 2024Q4 2024: 2,122Q4 2024Q1 2025: 2,206Q1 2025Q2 2025: 2,183Q2 2025Q3 2025: 2,219Q3 2025Q4 2025: 2,273Q4 2025Q1 2026: 2,366Q1 2026Q2 2026: 2,367Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions200$502.8M
Exits103$129.2M

All 13F filers, Q4 2024 → Q1 2025: 39,140,805 shares bought and 34,513,548 shares sold, net +4,627,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,206 holders

Vanguard Group Inc. 0.17% Add +1.4% 104,210,177 $9.6B
BlackRock, Inc. 0.16% Add +0.7% 84,350,869 $7.8B
JPMorgan Chase & Co. 0.45% Add +13.9% 63,584,936 $5.8B
State Street Corp. 0.22% Add +1.3% 58,398,523 $5.4B
FMR LLC 0.17% Add +2.9% 29,021,953 $2.7B
Capital International Investors 0.47% Reduce -5.4% 25,771,200 $2.4B
Geode Capital Management, LLC 0.19% Add +2.9% 25,765,347 $2.4B
Massachusetts Financial Services Co. 0.65% Reduce -3.4% 21,178,566 $1.9B
Franklin Resources Inc. 0.40% Add +6.0% 14,945,715 $1.4B
T. Rowe Price Associates Inc. 0.17% Reduce -6.4% 14,866,776 $1.4B
Morgan Stanley 0.08% Add +6.2% 12,205,990 $1.1B
Northern Trust Corp. 0.15% Add +1.0% 10,912,663 $1.0B
Norges Bank 0.14% Add +3.4% 10,654,855 $979.7M
Ameriprise Financial Inc. 0.23% Add +0.3% 9,292,773 $854.5M
Bank of America Corp. 0.07% Add +26.8% 9,125,702 $839.1M
Royal Bank of Canada 0.19% Add +7.6% 9,121,715 $838.7M
Legal & General Group Plc 0.21% Add +1.3% 8,418,784 $774.1M
Bank of New York Mellon Corp 0.14% Reduce -2.0% 7,477,731 $687.6M
Goldman Sachs Group Inc. 0.13% Reduce -12.9% 7,342,797 $675.2M
Charles Schwab Investment Management Inc. 0.12% Add +1.2% 6,680,776 $614.3M
Nuveen, LLC 0.16% — 5,548,980 $510.2M
Invesco Ltd. 0.09% Reduce -6.5% 4,979,444 $457.9M
California Public Employees Retirement System 0.32% Reduce -1.8% 4,918,168 $452.2M
UBS Group AG 0.10% Reduce -10.7% 4,790,415 $440.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -8.7% 4,756,701 $437.4M
Wells Fargo & Company 0.09% Add +8.5% 3,997,628 $367.6M
Marshall Wace, LLP 0.46% Reduce -14.7% 3,688,437 $339.2M
Pictet Asset Management Holding SA 0.37% Add +36.1% 3,646,793 $335.3M
Swiss National Bank 0.20% Reduce -0.1% 3,090,300 $284.2M
Federated Hermes, Inc. 0.60% Add +4.1% 3,046,293 $280.1M
Wellington Management Group LLP 0.05% Add +1.8% 3,039,033 $279.4M
Ensign Peak Advisors, Inc 0.52% Add +0.2% 2,935,610 $269.9M
Raymond James Financial Inc. 0.10% Reduce -23.7% 2,923,072 $268.8M
National Pension Service 0.25% Add +6.9% 2,780,525 $255.7M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +0.9% 2,617,558 $240.7M
Envestnet Asset Management Inc. 0.07% Add +2.3% 2,496,532 $229.6M
Dimensional Fund Advisors LP 0.06% Add +1.9% 2,486,295 $228.6M
Barclays PLC 0.10% Add +35.7% 2,443,162 $224.6M
Citadel Advisors 0.22% Add +974.0% 2,435,559 $223.9M
LPL Financial LLC 0.08% Add +6.9% 2,351,902 $216.3M
Soroban Capital Partners LP 2.89% New 2,229,510 $205.0M
Qube Research & Technologies Ltd 0.31% Reduce -17.4% 2,176,163 $200.1M
Jennison Associates LLC 0.14% Add +40.5% 2,161,929 $198.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.13% Add +0.7% 2,090,750 $192.2M
Rhumbline Advisers 0.17% Reduce -3.9% 1,965,098 $180.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +13.5% 1,946,904 $179.0M
Deutsche Bank AG 0.07% Add +2.7% 1,926,456 $177.1M
Synovus Financial Corp. 2.25% Add +10.9% 1,886,882 $173.5M
Bank of Montreal 0.09% Reduce -13.5% 1,863,330 $171.3M
HSBC Holdings PLC 0.11% Reduce -7.9% 1,823,923 $167.5M
BNP Paribas Financial Markets 0.13% Add +5.2% 1,794,967 $165.0M
Amundi 0.06% Reduce -38.4% 1,712,696 $158.5M
Confluence Investment Management LLC 2.12% Reduce -2.7% 1,603,734 $147.5M
HighTower Advisors, LLC 0.19% Reduce -1.5% 1,482,393 $136.3M
Energy Income Partners, LLC 2.55% Add +35.9% 1,448,826 $133.2M
Empower Advisory Group, LLC 0.43% Add +2.7% 1,439,072 $132.3M
Adage Capital Partners Gp, L.L.C. 0.23% Add +125.3% 1,349,200 $124.1M
Principal Financial Group Inc. 0.07% Reduce -0.4% 1,340,829 $123.3M
California State Teachers Retirement System 0.15% Reduce -0.4% 1,304,099 $119.9M
Duff & Phelps Investment Management Co. 1.40% Reduce -4.7% 1,300,886 $119.6M
Zacks Investment Management 1.12% Add +1.3% 1,300,702 $119.6M
Focus Partners Wealth 0.29% Reduce -2.1% 1,272,255 $117.0M
Manufacturers Life Insurance Company, The 0.11% Reduce -11.2% 1,214,610 $111.7M
New York State Common Retirement Fund 0.15% Reduce -3.9% 1,140,278 $104.8M
Citigroup Inc. 0.08% Reduce -24.5% 1,126,334 $103.6M
Cohen & Steers, Inc. 0.19% Add +0.2% 1,117,826 $102.8M
State Board of Administration of Florida Retirement System 0.20% Add +0.0% 1,107,432 $101.8M
Natixis Advisors, LLC 0.19% Add +6.7% 1,097,935 $101.0M
Commonwealth Equity Services, LLC 0.14% Add +3.2% 1,092,554 $100.5M
Alliancebernstein L.P. 0.04% Reduce -0.2% 1,091,075 $100.3M
Clark Capital Management Group, Inc. 0.68% Add +0.3% 1,031,949 $94.9M
Russell Investments Group, Ltd. 0.13% Reduce -16.1% 1,024,359 $94.2M
Stifel Financial Corp. 0.10% Add +2.6% 1,013,857 $93.2M
Victory Capital Management Inc. 0.10% Add +49.3% 1,007,075 $92.6M
First Trust Advisors LP 0.08% Add +26.9% 988,455 $90.9M
Capital Advisors Inc. 1.67% Add +2.4% 911,626 $83.8M
Macquarie Group Ltd. 0.10% Reduce -11.2% 886,046 $81.5M
Mawer Investment Management Ltd. 0.39% Reduce -3.4% 885,691 $81.4M
Stonegate Investment Group, LLC 2.17% Reduce -3.9% 880,281 $80.9M
Korea Investment CORP 0.20% Add +3.9% 877,094 $80.6M
Westwood Holdings Group Inc. 0.61% Reduce -3.0% 869,272 $79.9M
New York State Teachers Retirement System 0.18% Reduce -7.4% 840,874 $77.3M
Mackenzie Financial Corp. 0.11% Add +13.5% 829,357 $76.3M
Capital Research Global Investors 0.02% Add +1092.2% 824,113 $75.8M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -1.5% 779,872 $71.7M
Old Republic International Corp. 2.75% Add +0.7% 771,000 $70.9M
Welch Group, LLC 3.07% Reduce -1.8% 766,450 $69.8M
Truist Financial Corp. 0.11% Reduce -2.0% 751,768 $69.1M
Assenagon Asset Management S.A. 0.11% Add +2780.2% 700,628 $64.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +8.7% 671,174 $61.7M
Fort Washington Investment Advisors Inc. 0.38% Add +6.0% 664,703 $61.1M
ExodusPoint Capital Management, LP 0.77% New 634,653 $58.4M
State of Wisconsin Investment Board 0.15% Add +1.6% 615,183 $56.6M
Schroder Investment Management Group 0.06% Add +23.0% 616,796 $56.2M
Prudential Financial Inc. 0.08% Add +1.0% 605,758 $55.7M
Capital Investment Advisors, LLC 1.07% Add +2.9% 592,879 $54.5M
CANADA LIFE ASSURANCE Co 0.09% Add +3.3% 580,263 $53.4M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -0.2% 578,795 $53.2M
Vaughan David Investments LLC 1.24% Add +1.4% 578,469 $53.2M
Cetera Investment Advisers 0.10% Add +7.1% 575,956 $53.0M
1832 Asset Management L.P. 0.10% Reduce -26.9% 565,687 $52.0M
Wealth Enhancement Advisory Services, LLC 0.09% Add +2.7% 539,504 $49.6M
Ceredex Value Advisors LLC 1.05% Add +8.5% 521,795 $48.0M
PNC Financial Services Group, Inc. 0.03% Reduce -0.1% 518,272 $47.7M
National Bank of Canada 0.06% Reduce -41.5% 518,025 $47.6M
Asset Management One Co., Ltd. 0.16% Add +5.9% 514,157 $47.3M
Treasurer of the State of North Carolina 0.18% Add +4.1% 501,344 $46.1M
Osaic Holdings, Inc. 0.10% Reduce -6.6% 499,026 $45.9M
Teacher Retirement System of Texas 0.19% Add +35.7% 489,379 $45.0M
Allspring Global Investments Holdings, LLC 0.08% Reduce -10.7% 486,798 $44.7M
Eventide Asset Management, LLC 0.89% Add +47.5% 486,762 $44.7M
DNB Asset Management AS 0.20% Reduce -2.1% 472,885 $43.5M
AQR Capital Management 0.04% Add +71.8% 460,129 $42.3M
Public Employees Retirement System of Ohio 0.15% Reduce -3.5% 455,162 $41.9M
Aberdeen Group plc 0.08% Add +3.1% 450,033 $41.2M
Creative Planning 0.04% Add +15.9% 445,496 $41.0M
Resona Asset Management Co.,Ltd. 0.24% Add +6.8% 444,273 $40.8M
FIL Ltd 0.04% Add +65.4% 434,780 $40.0M
US Bancorp \de 0.05% Add +1.7% 424,141 $39.0M
Sei Investments Co. 0.05% Add +5.1% 420,139 $38.6M
Gabelli Funds LLC 0.29% Reduce -2.0% 410,959 $37.8M
Mariner, LLC 0.06% Add +5.0% 403,205 $37.1M
Sanctuary Advisors, LLC 0.26% Reduce -0.1% 400,184 $36.8M
Toronto Dominion Bank 0.09% Add +2.7% 395,757 $36.4M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -1.1% 394,178 $36.2M
TD Asset Management Inc 0.03% Add +0.7% 393,961 $36.2M
Capital Fund Management S.A. 0.46% Add +259.1% 389,318 $35.8M
Janney Montgomery Scott LLC 0.10% Add +1.7% 387,807 $35.7M
MML Investors Services, LLC 0.12% Add +9.0% 385,302 $35.4M
Bollard Group LLC 0.93% Add +0.8% 385,155 $35.4M
Millennium Management 0.04% Add +406.3% 382,083 $35.1M
D. E. Shaw & Co. 0.04% Reduce -20.2% 375,017 $34.5M
State of New Jersey Common Pension Fund D 0.15% Reduce -6.9% 372,822 $34.3M
State of Tennessee, Department of Treasury 0.13% Reduce -7.7% 372,074 $34.2M
Nomura Asset Management Co. Ltd. 0.10% Add +4.8% 370,391 $34.1M
Liberty One Investment Management, LLC 3.41% Reduce -0.3% 366,560 $33.7M
Van Eck Associates Corp. 0.04% Add +4.5% 362,625 $33.3M
First Horizon Advisors, Inc. 0.94% Add +12.5% 362,345 $33.3M
CIBC Asset Management Inc 0.11% Add +34.1% 359,107 $33.0M
Man Group plc 0.10% Add +471.3% 348,498 $32.0M
EP Wealth Advisors, LLC 0.25% Add +0.9% 346,815 $31.9M
GW Henssler & Associates Ltd. 1.82% Add +2.6% 345,731 $31.8M
Voya Investment Management LLC 0.04% Reduce -3.5% 340,386 $31.3M
Illinois Municipal Retirement Fund 0.45% Add +16.6% 339,506 $31.2M
Aptus Capital Advisors, LLC 0.35% Add +7.7% 333,193 $30.6M
Caisse de depot et placement du Quebec 0.06% Add +99.2% 332,241 $30.5M
Magellan Asset Management Ltd 0.36% Reduce -1.8% 324,533 $29.8M
Edgar Lomax Co. 1.86% Add +61.1% 323,835 $29.8M
STRS Ohio 0.12% Reduce -4.9% 322,545 $29.7M
Arizona State Retirement System 0.19% Add +1.8% 321,553 $29.6M
Credit Agricole S A 0.11% Add +8.6% 321,244 $29.5M
Cahaba Wealth Management, Inc. 2.43% Add +14.9% 319,826 $29.4M
Jefferies Financial Group Inc. 0.52% Add +2870.4% 313,195 $28.8M
Boston Partners 0.03% Reduce -12.3% 312,050 $28.7M
Freestone Grove Partners LP 0.29% New 304,147 $28.0M
Seven Grand Managers, LLC 6.44% New 300,000 $27.6M
Trexquant Investment LP 0.32% New 299,225 $27.5M
State of Michigan Retirement System 0.16% Reduce -0.1% 297,223 $27.3M
Captrust Financial Advisors 0.07% Reduce -0.5% 296,894 $27.3M
Exchange Traded Concepts, LLC 0.48% Add +143.5% 294,827 $27.1M
American Century Companies Inc. 0.02% Add +5.6% 294,229 $27.1M
Public Sector Pension Investment Board 0.12% Add +3.0% 292,943 $26.9M
Advisors Capital Management, LLC 0.41% Add +9.3% 289,626 $26.6M
Brandywine Global Investment Management, LLC 0.19% Reduce -53.0% 285,464 $26.2M
MetLife Investment Management, LLC 0.14% Reduce -1.9% 284,576 $26.2M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Add +648.0% 284,256 $26.0M
CBRE Investment Management Listed Real Assets LLC 0.40% New 280,009 $25.7M
Baird Financial Group, Inc. 0.05% Reduce -1.0% 279,650 $25.7M
Orion Porfolio Solutions, LLC 0.25% Add +1.5% 274,222 $25.2M
Orion Portfolio Solutions, LLC 0.25% Add +1.5% 274,222 $25.2M
Hennessy Advisors Inc. 0.83% Reduce -7.0% 272,300 $25.0M
Forsta Ap-Fonden 0.18% Add +5.0% 261,700 $24.1M
Crawford Investment Counsel Inc. 0.42% Add +0.6% 257,612 $23.7M
Kestra Advisory Services, LLC 0.11% Reduce -2.9% 255,342 $23.5M
Crossmark Global Holdings, Inc. 0.41% Reduce -0.6% 254,815 $23.4M
Sabal Trust CO 1.30% Add +0.6% 254,586 $23.4M
DDD Partners, LLC 2.81% Reduce -3.3% 251,582 $23.1M
Czech National Bank 0.21% Add +5.9% 251,537 $23.1M
Comerica Bank 0.10% Reduce -0.9% 249,037 $22.9M
Investment Management Corp of Ontario 0.47% New 248,493 $22.8M
Corebridge Financial, Inc. 0.13% Reduce -3.0% 244,376 $22.5M
Mercer Global Advisors Inc. 0.05% Add +2.6% 241,752 $22.2M
Hudson Bay Capital Management LP 0.16% Add +108.1% 241,678 $22.2M
IFM Investors Pty Ltd 0.24% Reduce -22.2% 241,383 $22.2M
Retirement Systems of Alabama 0.08% Reduce -0.8% 235,450 $21.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +4.8% 233,620 $21.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.58% Reduce -0.3% 231,682 $21.3M
Financial Counselors Inc. 0.32% Reduce -4.6% 231,124 $21.3M
Huntington National Bank 0.20% Add +14.2% 229,928 $21.1M
Cerity Partners LLC 0.04% Add +20.3% 228,602 $21.0M
Tiaa Trust, National Association 0.06% Add +4.7% 226,358 $20.8M
Swiss Life Asset Management Ltd 0.15% Add +8.3% 225,042 $20.7M
Waverly Advisors, LLC 0.25% Add +2.6% 225,037 $20.7M
Richard C. Young & CO., LTD. 2.20% Add +0.4% 223,050 $20.5M
O'shaughnessy Asset Management, LLC 0.16% Add +17.0% 223,041 $20.5M
MAI Capital Management 0.16% Add +6.6% 222,755 $20.5M
Becker Capital Management Inc. 0.67% Add +4.7% 222,318 $20.4M
Calamos Wealth Management LLC 1.03% Add +1.9% 222,077 $20.4M
Mizuho Markets Americas LLC 0.44% Add +120.0% 220,000 $20.2M
iA Global Asset Management Inc. 0.35% Reduce -29.1% 218,748 $20.1M
Amalgamated Bank 0.17% Add +1.0% 216,767 $19.9M
Regions Financial Corp. 0.15% Reduce -2.3% 216,141 $19.9M
APG Asset Management N.V. 0.06% Reduce -28.6% 233,356 $19.9M
Squarepoint Ops LLC 0.05% Add +75.1% 214,385 $19.7M
Florida Trust Wealth Management Co 0.64% Reduce -4.2% 214,312 $19.7M
Rockefeller Capital Management L.P. 0.05% Add +28.4% 214,120 $19.7M
NewEdge Advisors, LLC 0.12% Reduce -8.1% 211,330 $19.4M
Savant Capital, LLC 0.16% Reduce -8.0% 210,191 $19.3M
Ilmarinen Mutual Pension Insurance Co 0.17% Add +33.8% 210,000 $19.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.47% Add +20.8% 209,700 $19.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Reduce -0.0% 209,539 $19.3M
Andra AP-fonden 0.31% Add +16.4% 206,879 $19.0M
Calamos Advisors LLC 0.13% Reduce -3.5% 204,549 $18.8M
Alberta Investment Management Corp 0.14% Add +428.2% 204,406 $18.8M
Robeco Institutional Asset Management B.V. 0.04% Add +24.3% 204,255 $18.8M
Corient Private Wealth LP 0.03% Reduce -20.4% 199,190 $18.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.0% 194,857 $17.9M
ProShare Advisors LLC 0.04% Add +2.0% 194,237 $17.9M
CWA Asset Management Group, LLC 0.85% Reduce -7.8% 192,111 $17.7M
Carnegie Investment Counsel 0.42% Add +2089.2% 192,253 $17.6M
Capital International, Inc. 0.21% Reduce -10.7% 191,169 $17.6M
Renaissance Technologies 0.03% Reduce -86.1% 189,700 $17.4M
Leavell Investment Management, Inc. 0.84% Add +1.3% 184,949 $17.0M
Nichols & Pratt Advisers LLP 1.16% Reduce -1.5% 184,767 $17.0M
Utah Retirement Systems 0.19% No change 181,672 $16.7M
HB Wealth Management, LLC 0.14% Add +1.2% 176,930 $16.3M
DekaBank Deutsche Girozentrale 0.03% Reduce -2.8% 179,464 $16.3M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -3.3% 175,832 $16.2M
USS Investment Management Ltd 0.12% No change 175,403 $16.1M
Daiichi Life Insurance Co., Ltd. 0.46% Reduce -1.6% 172,585 $15.9M
Davidson Investment Advisors 0.78% Reduce -23.4% 171,508 $15.8M
Allworth Financial LP 0.09% Add +10.3% 167,978 $15.3M
Foundations Investment Advisors, LLC 0.28% Add +11.9% 164,123 $15.1M
Commerce Bank 0.09% Add +4.2% 161,758 $14.9M
Police & Firemen's Retirement System of New Jersey 0.15% No change 159,658 $14.7M
Yousif Capital Management, LLC 0.17% Reduce -1.0% 159,457 $14.7M
Wealthfront Advisers LLC 0.04% Add +18.7% 158,505 $14.6M
Steward Partners Investment Advisory, LLC 0.13% Reduce -0.3% 158,410 $14.6M
Daiwa Securities Group Inc. 0.06% Reduce -22.7% 157,263 $14.5M
Xponance LLC 0.14% Add +1.6% 156,983 $14.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +4.1% 154,828 $14.2M
M&T Bank Corp 0.05% Reduce -7.0% 153,223 $14.1M
Sagefield Capital LP 1.69% Add +14.8% 152,530 $14.0M
Lockheed Martin Investment Management Co. 0.57% Add +51.8% 151,920 $14.0M
Nisa Investment Advisors, LLC 0.07% Reduce -2.7% 151,784 $14.0M
Quantinno Capital Management LP 0.09% Add +60.3% 151,426 $13.9M
Bragg Financial Advisors, Inc 0.57% Add +0.8% 150,975 $13.9M
Benjamin Edwards Inc. 0.19% Reduce -3.7% 150,432 $13.8M
GWN Securities Inc. 0.77% Add +389.9% 157,751 $13.7M
Moody LYNN Lieberson & Walker, LLC 0.87% Add +1.0% 147,728 $13.6M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.1% 146,473 $13.5M
New York Life Investment Management LLC 0.14% Reduce -0.3% 146,387 $13.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +30.3% 143,635 $13.2M
CCM Investment Advisers LLC 1.62% Add +1.9% 143,078 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +15.5% 142,585 $13.1M
Dakota Wealth Management 0.30% Reduce -16.8% 140,381 $12.9M
Greenland Capital Management LP 2.27% Add +303.5% 139,610 $12.8M
Klingenstein Fields & Co. LP 0.54% Reduce -0.0% 139,384 $12.8M
Royal London Asset Management Ltd. 0.03% Add +76.7% 137,862 $12.7M
QRG Capital Management, Inc. 0.13% Add +8.0% 137,174 $12.6M
Capital & Planning, LLC 9.35% Add +1.1% 136,996 $12.6M
Biondo Investment Advisors, LLC 1.79% Add +2.6% 136,866 $12.6M
Vestcor Inc 0.42% Reduce -5.1% 136,518 $12.6M
Nissay Asset Management Corp. /Japan 0.08% Add +1.4% 135,669 $12.5M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -5.8% 135,455 $12.5M
Pathstone Holdings, LLC 0.05% Add +2.1% 134,471 $12.4M
CIBC Private Wealth Group LLC 0.03% Add +2.9% 141,816 $12.3M
Alerus Financial NA 0.99% Add +12.4% 133,891 $12.3M
Verity & Verity, LLC 1.07% Reduce -34.3% 132,736 $12.2M
Cibc World Markets Corp. 0.10% Reduce -23.5% 132,161 $12.2M
SG Americas Securities, LLC 0.04% Add +203.8% 128,498 $11.8M
State of Alaska, Department of Revenue 0.13% Add +2.8% 128,394 $11.8M
Jamison Private Wealth Management, Inc. 1.79% Add +0.4% 127,852 $11.8M
Keybank National Association 0.05% Add +1.3% 127,606 $11.7M
Mutual of America Capital Management LLC 0.13% Reduce -2.9% 127,399 $11.7M
Pinnacle Associates Ltd. 0.17% Add +3.1% 127,260 $11.7M
Bank of Nova Scotia 0.03% Reduce -21.5% 126,428 $11.6M
Independent Advisor Alliance 0.38% Reduce -9.8% 126,160 $11.6M
Bell Bank 0.62% Add +2.7% 125,073 $11.5M
Pinnacle Financial Partners Inc 0.23% Reduce -3.1% 125,491 $11.4M
Vanguard Personalized Indexing Management, LLC 0.17% Add +11.0% 122,954 $11.3M
&partners 0.12% Add +8.5% 123,738 $11.3M
Jones Financial Companies LLLP 0.01% Add +33.4% 122,943 $11.2M
Signature Wealth Management Group 4.36% Add +1.3% 121,660 $11.2M
RWC Asset Management LLP 0.70% Reduce -0.1% 120,399 $11.1M
Advisory Services Network, LLC 0.21% Reduce -6.2% 120,225 $11.1M
Atria Investments, Inc 0.14% Reduce -2.0% 119,399 $11.0M
Rockland Trust Co. 0.55% Reduce -9.6% 119,029 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +22.4% 149,250 $10.9M
Aventail Capital Group, LP 0.54% No change 117,692 $10.8M
Fairvoy Private Wealth, LLC 2.97% Reduce -0.2% 117,557 $10.8M
Arkadios Wealth Advisors 0.41% Add +7.4% 117,078 $10.8M
Stephens Inc. 0.16% Reduce -17.0% 116,847 $10.7M
Fisher Asset Management 0.00% Add +1.7% 116,279 $10.7M
King Luther Capital Management Corp. 0.05% Add +2.8% 116,267 $10.7M
Intech Investment Management LLC 0.11% Add +35.8% 116,059 $10.7M
Kanawha Capital Management LLC 0.83% Add +2.6% 115,857 $10.7M
Cullinan Associates Inc. 0.75% Add +50.5% 115,609 $10.6M
Allianz Asset Management GmbH 0.02% Reduce -12.5% 114,887 $10.6M
Private Advisor Group, LLC 0.06% Reduce -0.1% 110,769 $10.2M
RFG Advisory, LLC 0.27% Add +1.2% 108,988 $10.0M
Fifth Third Bancorp 0.04% Add +0.8% 108,360 $10.0M
Thompson Siegel & Walmsley LLC 0.17% No change 107,449 $9.9M
TCTC Holdings, LLC 0.35% Add +1.3% 107,100 $9.8M
Brookstone Capital Management 0.14% Add +25.5% 106,879 $9.8M
Gotham Asset Management 0.08% Reduce -49.6% 105,047 $9.7M
Arrowstreet Capital, Limited Partnership 0.01% New 105,019 $9.7M
Principle Wealth Partners LLC 0.69% Add +2.0% 104,922 $9.6M
Atria Wealth Solutions, Inc. 0.11% Reduce -8.6% 103,579 $9.5M
Azimuth Capital Investment Management LLC 0.38% Add +2.1% 102,538 $9.4M
NorthCoast Asset Management LLC 0.05% Add +3.0% 102,115 $9.4M
Keel Point, LLC 0.73% Add +6.4% 101,852 $9.4M
Blair William & Co. 0.03% Reduce -1.4% 101,801 $9.4M
Rothschild Investment LLC 0.62% Add +2.7% 100,994 $9.3M
IFG Advisory, LLC 0.51% Add +0.9% 100,222 $9.2M
Advisors Management Group Inc. 1.99% Reduce -0.4% 99,310 $9.1M
Rakuten Investment Management, Inc. 0.04% — 100,147 $9.1M
Avantax Advisory Services, Inc. 0.06% Add +1.2% 99,123 $9.1M
ARS Wealth Advisors Group, LLC 1.28% Add +2.3% 98,800 $9.1M
Rafferty Asset Management, LLC 0.04% Reduce -19.8% 98,600 $9.1M
Associated Banc-Corp 0.27% Reduce -0.1% 97,976 $9.0M
Am Investment Strategies LLC 2.18% Add +9.3% 97,780 $9.0M
StoneX Group Inc. 0.49% Add +0.9% 97,626 $9.0M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -33.5% 97,032 $8.9M
Fiduciary Group, LLC 0.89% Reduce -2.5% 96,952 $8.9M
Visionary Wealth Advisors 0.53% Reduce -2.5% 96,220 $8.8M
Oregon Public Employees Retirement Fund 0.17% Add +0.3% 94,170 $8.7M
DAVENPORT & Co LLC 0.05% Add +3.5% 93,454 $8.6M
Cwm, LLC 0.03% Reduce -49.8% 93,165 $8.6M
Woodline Partners LP 0.06% Add +40.7% 92,569 $8.5M
AustralianSuper Pty Ltd 0.05% Reduce -15.2% 92,552 $8.5M
Metis Global Partners, LLC 0.24% Add +12.8% 92,529 $8.5M
Sound View Wealth Advisors Group, LLC 0.70% Reduce -2.0% 92,134 $8.5M
Voleon Capital Management LP 0.66% Add +34.8% 91,806 $8.4M
Blue Trust, Inc. 0.11% Reduce -3.5% 91,633 $8.4M
Cibc World Market Inc. 0.02% Reduce -40.2% 91,336 $8.4M
Balyasny Asset Management L.P. 0.02% New 91,148 $8.4M
Advocate Group LLC 1.53% Reduce -2.1% 91,021 $8.4M
Verition Fund Management LLC 0.05% Reduce -48.2% 90,812 $8.4M
Hantz Financial Services, Inc. 0.15% Reduce -2.7% 90,644 $8.3M
Cornerstone Wealth Group, LLC 0.69% Reduce -5.7% 90,635 $8.3M
Dynamic Advisor Solutions LLC 0.27% New 90,063 $8.3M
Baltimore-Washington Financial Advisors, Inc. 0.44% Add +4.6% 89,530 $8.2M
Windle Wealth, LLC 4.21% Add +0.7% 88,894 $8.2M
Core Alternative Capital 1.95% Reduce -17.0% 88,214 $8.1M
Tower Research Capital LLC (TRC) 0.24% Add +25.8% 88,060 $8.1M
Mizuho Securities USA LLC 0.17% Reduce -15.5% 87,731 $8.1M
Beacon Pointe Advisors, LLC 0.09% Reduce 0.0% 86,588 $8.0M
Edgemoor Investment Advisors, Inc. 0.74% Reduce -0.4% 86,424 $7.9M
Thomasville National Bank 0.58% Reduce -1.7% 85,762 $7.9M
Chronos Wealth Management, LLC 4.23% Add +0.4% 85,740 $7.9M
Lifeworks Advisors, LLC 1.30% Add +32.6% 85,279 $7.8M
Sequoia Financial Advisors, LLC 0.06% Add +30.3% 84,943 $7.8M
Lido Advisors, LLC 0.05% Add +8.7% 84,942 $7.8M
Teachers Retirement System of the State of Kentucky 0.07% Add +4.5% 84,649 $7.8M
KBC Group NV 0.02% Reduce -2.7% 84,442 $7.8M
First PREMIER Bank 1.97% Reduce -1.5% 84,371 $7.8M
J.W. Cole Advisors, Inc. 0.24% Add +172.8% 83,492 $7.7M
GF Fund Management Co. LTD. 0.18% Add +4.9% 83,355 $7.7M
Albion Financial Group 0.54% Add +6.0% 83,044 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -80.2% 82,987 $7.6M
CENTRAL TRUST Co 0.19% Reduce -0.5% 82,909 $7.6M
Sky Investment Group LLC 1.43% Add +0.7% 82,324 $7.6M
NEOS Investment Management LLC 0.14% Add +22.4% 82,008 $7.5M
Spirepoint Private Client, LLC 0.98% Add +13.0% 81,952 $7.5M
Parkside Investments, LLC 1.10% Add +31.7% 81,333 $7.5M
Neuberger Berman Group LLC 0.01% Add +0.7% 80,521 $7.4M
Aull & Monroe Investment Management Corp 3.69% Add +0.9% 80,363 $7.4M
Summit Financial, LLC 0.21% Add +39.1% 80,214 $7.4M
MassMutual Private Wealth & Trust, FSB 0.21% Reduce -4.9% 79,944 $7.4M
GLOBALT Investments LLC / GA 0.30% Add +0.3% 79,735 $7.3M
United Capital Financial Advisors, LLC 0.06% Reduce -0.8% 79,241 $7.3M
Panagora Asset Management Inc. 0.04% Add +38.3% 78,694 $7.2M
Foster Victor Wealth Advisors, LLC 0.58% Add +3.9% 80,483 $7.2M
Trustmark Bank Trust Department 0.53% Reduce -2.4% 78,401 $7.2M
Janus Henderson Group PLC 0.00% Reduce -40.1% 79,001 $7.2M
Guggenheim Capital LLC 0.07% Reduce -19.8% 77,998 $7.2M
Prospera Financial Services Inc 0.16% Reduce -7.0% 77,674 $7.1M
Railway Pension Investments Ltd 0.10% Add +32.1% 76,200 $7.0M
MainStreet Investment Advisors LLC 1.02% Reduce -3.7% 76,088 $7.0M
Towne Trust Company, N.A 2.44% Reduce -1.7% 75,723 $7.0M
Americana Partners, LLC 0.27% Add +1.6% 75,649 $7.0M
UniSuper Management Pty Ltd 0.05% Add +3.9% 75,559 $6.9M
TD Waterhouse Canada Inc. 0.06% Add +16.8% 91,920 $6.9M
Concurrent Investment Advisors, LLC 0.17% Add +14.6% 75,353 $6.9M
Anchor Investment Management, LLC 0.64% Reduce -1.8% 74,983 $6.9M
Kentucky Retirement Systems 0.21% Reduce -0.5% 74,789 $6.9M
Coston, McIsaac & Partners 2.00% Add +0.2% 74,527 $6.9M
Coldstream Capital Management Inc. 0.15% Add +0.4% 74,270 $6.8M
Naples Global Advisors, LLC 0.65% Add +0.1% 73,972 $6.8M
Apollon Wealth Management, LLC 0.15% Add +0.7% 73,379 $6.7M
Carret Asset Management, LLC 0.76% Reduce -0.7% 73,224 $6.7M
D.A. Davidson & Co. 0.05% Add +3.3% 73,144 $6.7M
Nicholas Hoffman & Company, LLC. 0.25% Add +123.0% 72,903 $6.7M
Equitable Holdings, Inc. 0.06% Add +13.0% 72,429 $6.7M
Bfsg, LLC 0.81% Reduce -0.7% 72,144 $6.6M
Merit Financial Group, LLC 0.10% Add +18.8% 71,910 $6.6M
City Holding Co. 0.93% Add +3.5% 71,836 $6.6M
Jackson Hole Capital Partners, LLC 1.30% Reduce -1.8% 71,086 $6.5M
Pacer Advisors, Inc. 0.02% Reduce -35.8% 71,007 $6.5M
South Dakota Investment Council 0.13% Reduce -0.3% 70,240 $6.5M
Capital Investment Counsel, LLC 1.07% Reduce -3.1% 70,228 $6.5M
Kestra Private Wealth Services, LLC 0.11% Add +10.7% 69,476 $6.4M
Carson Advisory Inc. 4.30% Add +0.0% 69,410 $6.4M
Simmons Bank 0.48% Reduce -1.1% 69,116 $6.4M
Telos Capital Management, Inc. 0.69% Add +1.5% 69,103 $6.4M
Los Angeles Capital Management LLC 0.03% Add +821.4% 68,644 $6.3M
Cullen Investment Group, LTD. 0.95% Add +217.8% 68,223 $6.3M
Glenmede Trust Co. NA 0.03% Reduce -23.7% 68,181 $6.3M
Integrated Wealth Concepts LLC 0.07% Reduce -2.8% 67,911 $6.2M
Mitchell McLeod Pugh & Williams Inc. 1.29% Add +0.1% 67,731 $6.2M
Hartford Investment Management Co. 0.21% Reduce -1.4% 66,836 $6.1M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -10.6% 66,478 $6.1M
Morgan Dempsey Capital Management LLC 2.54% Reduce -9.7% 66,223 $6.1M
Cary Street Partners Financial LLC 0.19% Add +64.6% 65,485 $6.0M
Community Bank & Trust, Waco, Texas 1.41% Reduce -1.5% 65,215 $6.0M
Vident Advisory, LLC 0.09% Add +4.7% 65,068 $6.0M
Buckhead Capital Management LLC 1.91% Add +2.1% 64,735 $6.0M
Nordea Investment Management AB 0.01% Add +9.2% 64,286 $5.9M
Canada Pension Plan Investment Board 0.01% Reduce -94.3% 64,514 $5.9M
Moors & Cabot, Inc. 0.30% Reduce -0.4% 64,185 $5.9M
Marietta Wealth Management, LLC 0.87% Add +450.7% 64,111 $5.9M
UMB Bank, n.a. 0.10% Reduce -0.5% 64,018 $5.9M
Woodstock Corp. 0.58% Add +52.4% 63,724 $5.9M
Schaper Benz & Wise Investment Counsel Inc. 0.48% Reduce -0.3% 63,706 $5.9M
Thrivent Financial for Lutherans 0.01% Reduce -24.9% 64,230 $5.8M
Alpine Woods Capital Investors, LLC 1.45% Add +27.3% 62,624 $5.8M
Gulf International Bank (UK) Ltd 0.20% Reduce -28.4% 62,358 $5.7M
B. Metzler seel. Sohn & Co. AG 0.06% No change 61,821 $5.7M
Shilanski & Associates, Inc. 1.77% Add +0.7% 61,699 $5.7M
American Trust Investment Advisors, LLC 2.34% Reduce -0.6% 60,944 $5.6M
Annex Advisory Services, LLC 0.16% Add +1629.0% 60,584 $5.6M
Cornerstone Capital, Inc. 0.60% Reduce -5.4% 60,519 $5.6M
Goelzer Investment Management, Inc. 0.32% Reduce -1.9% 59,379 $5.5M
Baugh & Associates, LLC 2.76% Reduce -0.0% 61,486 $5.4M
Zions Bancorporation, National Association 0.34% — 59,081 $5.4M
Griffith & Werner, Inc. 3.37% Add +6.4% 59,013 $5.4M
Louisiana State Employees Retirement System 0.11% No change 58,900 $5.4M
Oppenheimer & Co. Inc. 0.08% Reduce -15.4% 58,894 $5.4M
Schnieders Capital Management LLC 1.16% Reduce -2.8% 58,824 $5.4M
Bridge Creek Capital Management LLC 1.70% Reduce -0.6% 58,558 $5.4M
First Citizens Bank & Trust Co. 0.14% Add +4.2% 58,492 $5.4M
Securian Asset Management, Inc. 0.16% Reduce -1.6% 57,968 $5.3M
Stratos Wealth Partners, LTD. 0.08% Reduce -2.4% 57,525 $5.3M
Meridian Wealth Management, LLC 0.26% Add +9.5% 57,208 $5.3M
Clearbridge Investments, LLC 0.00% Add +1.6% 56,845 $5.2M
United Bank 2.13% Add +0.6% 55,991 $5.1M
Clearstead Advisors, LLC 0.08% Reduce -0.0% 55,425 $5.1M
Trinity Legacy Partners, LLC 1.29% Add +1.6% 59,550 $5.1M
Virginia Wealth Management Group, Inc. 3.11% Reduce -4.0% 54,812 $5.0M
Sagespring Wealth Partners, LLC 0.13% Reduce -8.1% 54,616 $5.0M
Global Wealth Management Investment Advisory, Inc. 1.00% Add +2.3% 54,496 $5.0M
Money Concepts Capital Corp. 0.37% Add +6.9% 54,320 $5.0M
Csenge Advisory Group 0.28% Reduce -5.6% 53,734 $4.9M
Cornerstone Advisors, LLC 0.21% Reduce -33.1% 53,500 $4.9M
Trajan Wealth LLC 0.27% Reduce -2.4% 53,204 $4.9M
Wealthcare Advisory Partners LLC 0.13% Reduce -1.8% 52,901 $4.9M
Sigma Planning Corp 0.15% Reduce -5.8% 52,778 $4.9M
Bremer Bank National Association 0.86% Add +7.4% 52,595 $4.8M
Main Street Financial Solutions, LLC 0.42% Add +13.4% 52,295 $4.8M
Arrow Capital Pty Ltd 5.99% New 50,000 $4.8M
Kentucky Trust Co 2.84% Reduce -1.4% 51,892 $4.8M
Wesbanco Bank Inc. 0.16% Reduce -1.2% 51,403 $4.7M
Advisors Asset Management, Inc. 0.09% Add +4.0% 51,354 $4.7M
Maryland State Retirement & Pension System 0.11% Reduce -12.8% 51,207 $4.7M
New Mexico Educational Retirement Board 0.17% Reduce -1.7% 51,187 $4.7M
GQG Partners LLC 0.01% Reduce -99.7% 51,078 $4.7M
Signaturefd, LLC 0.09% Add +3.6% 50,501 $4.6M
Montag A & Associates Inc. 0.23% No change 50,363 $4.6M
All Terrain Financial Advisors, LLC 1.80% Add +1.4% 50,118 $4.6M
Prime Capital Investment Advisors, LLC 0.05% Add +2.3% 50,047 $4.6M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +1.3% 49,879 $4.6M
Greatmark Investment Partners, Inc. 0.62% Reduce -0.9% 49,785 $4.6M
Farmers Trust Co. 0.85% Add +1.8% 49,274 $4.5M
Shorepoint Capital Partners LLC 1.02% Add +3.1% 49,256 $4.5M
Ieq Capital, LLC 0.04% Reduce -6.5% 48,773 $4.5M
Prudential PLC 0.02% Reduce -39.2% 48,346 $4.4M
Norinchukin Bank, The 0.08% Add +12.4% 48,160 $4.4M
Laurel Wealth Advisors LLC 0.69% Reduce -2.2% 48,060 $4.4M
Coastal Bridge Advisors, LLC 0.63% Add +47.6% 47,989 $4.4M
First Bank & Trust 0.85% Reduce -2.2% 47,826 $4.4M
Hengehold Capital Management LLC 0.42% Add +2.8% 47,773 $4.4M
Woodley Farra Manion Portfolio Management Inc. 0.22% Add +1.8% 47,554 $4.4M
Pathway Financial Advisers, LLC 1.48% Reduce -6.6% 46,863 $4.3M
Brown Advisory Inc. 0.01% Reduce -1.9% 46,635 $4.3M
Birmingham Capital Management Co. Inc. 1.61% Reduce -4.8% 46,425 $4.3M
Morton Community Bank 1.10% Reduce -0.2% 45,635 $4.2M
Palisade Asset Management, LLC 0.43% Add +0.2% 45,467 $4.2M
Apollon Financial, LLC 0.99% Reduce -1.1% 45,312 $4.2M
Intact Investment Management Inc. 0.14% No change 45,300 $4.2M
Agf Management Ltd. 0.02% Add +427.0% 44,982 $4.1M
Red Cedar Investment Management, LLC 0.57% No change 44,897 $4.1M
Rench Wealth Management, Inc. 1.41% Add +0.1% 44,486 $4.1M
Nepsis Inc. 1.01% Reduce -7.7% 44,393 $4.1M
L & S Advisors Inc 0.57% Add +0.4% 44,341 $4.1M
Nomura Holdings Inc. 0.02% Add +22.5% 44,228 $4.1M
Level Four Advisory Services, LLC 0.17% Reduce -3.7% 44,134 $4.1M
Waters Parkerson & Co., LLC 0.22% No change 43,904 $4.0M
MTM Investment Management, LLC 1.56% Add +0.1% 43,941 $4.0M
AE Wealth Management LLC 0.03% Reduce -8.7% 43,805 $4.0M
Swedbank AB 0.01% New 43,739 $4.0M
Choreo, LLC 0.06% Add +3.5% 43,657 $4.0M
Bailard, Inc. 0.10% Add +0.1% 43,551 $4.0M
Great Lakes Advisors, LLC 0.04% Add +3.0% 43,348 $4.0M
Ethos Financial Group, LLC 0.38% Add +1193.4% 44,002 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Add +184.8% 43,214 $4.0M
Profund Advisors LLC 0.17% Reduce -27.1% 43,155 $4.0M
Aquatic Capital Management LLC 0.10% Add +94.0% 43,051 $4.0M
Concord Wealth Partners 0.65% Add +6.7% 42,832 $3.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +32.1% 42,788 $3.9M
OneDigital Investment Advisors LLC 0.05% Add +0.7% 42,024 $3.9M
TrueWealth Advisors, LLC 1.26% Add +1.9% 41,682 $3.8M
Wills Financial Group LLC 1.69% — 41,467 $3.8M
Providence Capital Advisors, LLC 0.79% Add +0.6% 41,305 $3.8M
Patrick Mauro Investment Advisor, INC. 2.07% Reduce -6.7% 41,179 $3.8M
Mainstay Capital Management LLC 0.52% Reduce -0.3% 41,093 $3.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.42% Reduce -1.1% 40,867 $3.8M
Allstate Corp. 0.11% Add +25.1% 40,792 $3.8M
Farther Finance Advisors, LLC 0.10% Add +62.3% 40,591 $3.7M
Canandaigua National Bank & Trust Co. 0.37% Reduce -1.5% 40,447 $3.7M
Ameritas Investment Partners, Inc. 0.13% Reduce -4.6% 40,087 $3.7M
Essex Financial Services, Inc. 0.26% Reduce -5.5% 39,854 $3.7M
JPL Wealth Management, LLC 1.04% Add +3.8% 39,816 $3.7M
Diversified Enterprises, LLC 0.31% Add +36.3% 39,788 $3.7M
Argent Trust Co 0.15% Add +1.3% 39,650 $3.6M
Peapack Gladstone Financial Corp. 0.05% Add +0.6% 39,309 $3.6M
OMERS ADMINISTRATION Corp 0.03% Reduce -14.2% 39,180 $3.6M
LongView Wealth Management 1.07% Reduce -4.3% 38,924 $3.6M
Hennion & Walsh Asset Management, Inc. 0.16% Reduce -28.2% 38,909 $3.6M
XTX Topco Ltd 0.18% Add +27.4% 38,840 $3.6M
Concord Asset Management, LLC 0.79% Add +6.8% 39,181 $3.6M
Avantax Planning Partners, Inc. 0.12% Reduce -0.7% 38,337 $3.5M
Alyeska Investment Group, L.P. 0.01% New 38,230 $3.5M
Dearborn Partners LLC 0.17% Reduce -0.4% 38,035 $3.5M
First National Advisers, LLC 0.56% Add +1.8% 37,875 $3.5M
Waterloo Capital, L.P. 0.32% Add +12.5% 37,600 $3.5M
Empirical Finance, LLC 0.21% Add +1.6% 37,529 $3.5M
HighPoint Advisor Group LLC 0.20% Reduce -0.2% 37,279 $3.4M
Sovereign Financial Group, Inc. 0.78% Reduce -5.9% 37,065 $3.4M
First National Bank of Omaha 0.23% Reduce -1.8% 37,051 $3.4M
Trek Financial, LLC 0.25% New 36,979 $3.4M
OmniStar Financial Group, Inc. 2.64% Add +479.6% 36,299 $3.3M
Daymark Wealth Partners, LLC 0.14% Reduce -2.6% 36,323 $3.3M
Bank Ozk 1.38% Add +10.4% 36,150 $3.3M
Kingsview Wealth Management, LLC 0.06% Add +5.0% 36,093 $3.3M
Johnson Investment Counsel Inc. 0.03% Add +7.5% 36,044 $3.3M
Capital Group Private Client Services, Inc. 0.03% Reduce -14.2% 35,817 $3.3M
Family Legacy, Inc. 1.13% Reduce -1.6% 35,760 $3.3M
Resolution Capital Ltd 0.06% Reduce -39.7% 35,355 $3.3M
Bokf, NA 0.06% Reduce -3.9% 35,004 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.2% 34,849 $3.2M
Federation des caisses Desjardins du Quebec 0.02% Add +73.8% 34,845 $3.2M
Praxis Investment Management Inc. 0.22% No change 34,801 $3.2M
Oakworth Capital, Inc. 0.22% Add +9.9% 34,766 $3.2M
Lantz Financial LLC 0.87% Reduce -2.6% 34,479 $3.2M
Forte Capital LLC 0.38% Reduce -3.2% 34,412 $3.2M
Reaves W H & Co. Inc. 0.08% Reduce -17.6% 34,398 $3.2M
Empowered Funds, LLC 0.04% Add +17.5% 34,003 $3.1M
Stonebridge Financial Group, LLC 0.33% Add +75.8% 33,657 $3.1M
Woodmont Investment Counsel LLC 0.22% Reduce -6.4% 33,365 $3.1M
Chemung Canal Trust Co. 0.67% Add +174.8% 33,296 $3.1M
First National Trust Co 0.12% Reduce -0.7% 33,260 $3.1M
OneAscent Wealth Management LLC 1.32% Reduce -15.8% 33,230 $3.1M
Mutual Advisors, LLC 0.09% Add +2.4% 33,583 $3.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.19% No change 33,000 $3.0M
Moloney Securities Asset Management, LLC 0.41% Add +345.5% 32,956 $3.0M
Rockline Wealth Management, LLC 0.84% Add +3.9% 32,954 $3.0M
Adalta Capital Management LLC 1.61% No change 32,794 $3.0M
Great Lakes Retirement, Inc. 0.39% Add +2.4% 32,742 $3.0M
KCM Investment Advisors LLC 0.11% Add +4.8% 32,726 $3.0M
U.S. Capital Wealth Advisors, LLC 0.09% Add +0.7% 32,587 $3.0M
GTS Securities LLC 0.13% Add +236.4% 32,531 $3.0M
Robbins Farley 1.58% Add +0.4% 32,454 $3.0M
Hartford Financial Management Inc. 0.61% No change 32,200 $3.0M
Pettyjohn, Wood & White, Inc. 0.57% Reduce -2.6% 32,145 $3.0M
apricus wealth, LLC 1.75% Add +3.9% 32,055 $2.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.65% Add +0.0% 32,050 $2.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +4.7% 31,987 $2.9M
Kentucky Retirement Systems Insurance Trust Fund 0.21% Add +2.0% 31,855 $2.9M
SouthState Bank Corp 0.13% Add +4.4% 31,799 $2.9M
Texas Yale Capital Corp. 0.12% Add +1.6% 31,470 $2.9M
LBMC Investment Advisors, LLC 0.23% Add +33.7% 31,461 $2.9M
EverSource Wealth Advisors, LLC 0.16% Add +14.5% 31,443 $2.9M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Add +3.8% 31,409 $2.9M
Townsquare Capital LLC 0.03% Add +4.0% 31,359 $2.9M
Courier Capital LLC 0.19% Add +4.4% 31,340 $2.9M
Ethic Inc. 0.06% Add +17.3% 31,176 $2.9M
Leelyn Smith, LLC 0.50% Reduce -2.5% 30,896 $2.8M
Great Valley Advisor Group, Inc. 0.06% Reduce -53.9% 30,871 $2.8M
CW Advisors, LLC 0.03% Add +76.4% 31,035 $2.8M
Biltmore Family Office, LLC 0.48% No change 30,772 $2.8M
Holderness Investments Co. 0.66% Reduce -0.8% 30,705 $2.8M
Marshall Financial Group, LLC 0.62% Add +2.9% 30,672 $2.8M
Element Capital Management LLC 0.70% New 30,623 $2.8M
McRae Capital Management Inc. 0.59% Reduce -11.8% 30,552 $2.8M
Shoker Investment Counsel, Inc. 0.94% Add +3.5% 30,394 $2.8M
AlphaQuest LLC 0.30% Add +327.0% 30,179 $2.8M
Hayek Kallen Investment Management 1.02% Reduce -1.6% 30,163 $2.8M
Arete Wealth Advisors, LLC 0.21% Add +62.9% 30,062 $2.8M
Systematic Alpha Investments, LLC 0.11% No change 30,000 $2.8M
Clarkston Capital Partners, LLC 0.05% No change 30,000 $2.8M
Greenleaf Trust 0.03% Add +4.0% 29,851 $2.7M
Naviter Wealth, LLC 0.33% Add +0.6% 29,992 $2.7M
Pullen Investment Management, LLC 1.72% Reduce -0.1% 29,630 $2.7M
Fulton Bank, N.A. 0.11% Reduce -0.9% 29,626 $2.7M
Rahlfs Capital, LLC 2.72% Reduce -2.4% 29,570 $2.7M
Centaurus Financial, Inc. 0.16% Add +6.8% 29,370 $2.7M
FAS Wealth Partners, Inc. 0.22% Add +4.9% 29,342 $2.7M
Allen Capital Group, LLC 0.31% Add +38.9% 29,280 $2.7M
Bleakley Financial Group, LLC 0.09% Add +15.3% 29,249 $2.7M
Broadwater Capital Management LLC 2.10% Reduce -0.6% 29,184 $2.7M
Old Port Advisors 0.79% Reduce -3.4% 28,805 $2.6M
Miller Howard Investments Inc. 0.08% Add +8.8% 28,731 $2.6M
Jacobi Capital Management LLC 0.19% Add +2.6% 28,452 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.40% Add +0.5% 28,699 $2.6M
TFG Advisers LLC 0.95% Reduce -0.1% 28,332 $2.6M
Little House Capital LLC 0.71% Add +145.6% 28,286 $2.6M
Hancock Whitney Corp. 0.08% Add +52.4% 28,212 $2.6M
Tyche Wealth Partners LLC 0.56% Add +5.7% 28,090 $2.6M
Bank of Hawaii 0.15% Reduce -10.4% 27,936 $2.6M
Citizens Financial Group Inc. 0.05% Add +35.1% 27,718 $2.5M
Equitable Trust Co. 0.14% Add +0.7% 27,684 $2.5M
Mgo One Seven LLC 0.10% Add +10.4% 27,507 $2.5M
Aurora Investment Counsel 1.40% New 27,504 $2.5M
TD Private Client Wealth LLC 0.07% Add +4.1% 27,484 $2.5M
West Paces Advisors Inc. 0.57% Add +426.1% 27,419 $2.5M
Smith Chas P & Associates Pa Cpas 0.15% Reduce -0.3% 27,196 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -80.2% 27,015 $2.5M
GAM Holding AG 0.19% New 27,006 $2.5M
Kavar Capital Partners Group, LLC 0.41% No change 26,943 $2.5M
Vectors Research Management, LLC 0.87% Add +2.7% 26,926 $2.5M
PFG Investments, LLC 0.16% Reduce -1.0% 26,890 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.10% Reduce -1.9% 26,857 $2.5M
Vest Financial, LLC 0.04% Add +73.5% 26,838 $2.5M
Mechanics Bank Trust Department 0.34% Reduce -6.5% 26,714 $2.5M
Harbour Trust & Investment Management Co 0.30% Reduce -6.7% 26,547 $2.4M
Fiduciary Alliance LLC 0.24% Reduce -0.2% 26,497 $2.4M
Diversified Trust Co. 0.06% Add +9.3% 26,469 $2.4M
Leo Wealth, LLC 0.35% Reduce -8.7% 26,442 $2.4M
Private Trust Co. NA 0.25% Add +10.3% 26,343 $2.4M
Argyle Capital Management, LLC 0.90% No change 26,271 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +530.4% 26,200 $2.4M
IHT Wealth Management, LLC 0.08% Add +2.6% 26,168 $2.4M
John G Ullman & Associates Inc. 0.37% Reduce -0.3% 26,103 $2.4M
Elo Mutual Pension Insurance Co 0.05% Reduce -68.3% 25,999 $2.4M
Advanced Asset Management Advisors Inc 0.65% No change 25,805 $2.4M
Allen Mooney & Barnes Investment Advisors LLC 0.38% Reduce -6.2% 25,646 $2.4M
United Services Automobile Association 0.07% No change 25,835 $2.4M
Perigon Wealth Management, LLC 0.06% Add +1.2% 25,557 $2.3M
Smartleaf Asset Management LLC 0.23% Add +14.0% 25,714 $2.3M
Capital Square, LLC 1.37% Add +2.5% 25,427 $2.3M
Ascent Wealth Partners, LLC 0.31% Reduce -0.0% 25,183 $2.3M
HF Advisory Group, LLC 1.01% Add +13.5% 25,170 $2.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.82% Add +13.6% 25,082 $2.3M
American Assets Investment Management, LLC 0.20% No change 25,000 $2.3M
Baillie Gifford & Co. 0.00% No change 24,639 $2.3M
Stolper Co 0.74% Add +0.5% 24,636 $2.3M
Bessemer Group Inc. 0.00% Reduce -47.7% 24,308 $2.2M
Bison Wealth, LLC 0.21% Add +731.7% 24,310 $2.2M
Verdence Capital Advisors LLC 0.17% Reduce -3.6% 24,119 $2.2M
Qtron Investments LLC 0.33% Add +67.1% 24,050 $2.2M
Two Sigma Advisers, LP 0.01% Reduce -35.8% 24,000 $2.2M
Siemens Fonds Invest GmbH 0.15% Reduce -0.8% 23,984 $2.2M
S.E.E.D. Planning Group LLC 0.74% Reduce -4.2% 23,896 $2.2M
Linden Thomas Advisory Services, LLC 0.28% Add +0.4% 23,818 $2.2M
Inman Jager Wealth Management, LLC 1.63% Reduce -0.9% 23,686 $2.2M
Cape Investment Advisory, Inc. 0.86% Add +2.2% 23,470 $2.2M
Citizens National Bank Trust Department 0.46% Reduce -0.2% 23,459 $2.2M
Harbour Investments, Inc. 0.06% Reduce -27.8% 23,424 $2.2M
Essex LLC 0.47% Reduce -4.9% 23,413 $2.2M
CI Investments Inc. 0.01% Add +101.7% 23,369 $2.1M
Ranch Capital Advisors Inc. 1.02% Add +9.3% 23,355 $2.1M
Quadrant Capital Group LLC 0.08% Add +96.0% 23,178 $2.1M
ZWJ Investment Counsel Inc. 0.09% Reduce -2.5% 23,102 $2.1M
Southeast Asset Advisors, LLC 0.26% Reduce -0.3% 23,032 $2.1M
Cordgrass Capital Advisors, LLC 0.60% Add +25.4% 22,987 $2.1M
Gladstone Institutional Advisory LLC 0.10% Reduce -7.1% 22,940 $2.1M
D L Carlson Investment Group Inc. 0.40% Reduce -2.6% 22,754 $2.1M
Mather Group, Llc. 0.02% Add +158.2% 22,703 $2.1M
Occudo Quantitative Strategies LP 0.28% Add +61.2% 22,887 $2.1M
Wealthspire Advisors, LLC 0.01% Add +12.0% 22,653 $2.1M
Meeder Advisory Services, Inc. 0.12% Add +13.7% 22,473 $2.1M
NBT Bank, N.A. 0.15% Reduce -2.8% 22,451 $2.1M
HHM Wealth Advisors, LLC 0.28% Add +0.6% 22,451 $2.1M
CreativeOne Wealth, LLC 0.06% Reduce -37.6% 22,442 $2.1M
Old North State Trust, LLC 1.31% No change 24,984 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Reduce -0.6% 22,346 $2.1M
Trust Co. of Vermont 0.10% Reduce -8.8% 22,281 $2.0M
Sowell Financial Services LLC 0.09% Reduce -26.4% 22,247 $2.0M
Columbus Macro, LLC 0.27% Add +0.0% 22,110 $2.0M
OneAscent Financial Services LLC 0.13% Add +176.1% 22,062 $2.0M
Principal Securities, Inc. 0.05% Add +0.3% 24,619 $2.0M
First United Bank & Trust 0.75% Add +3.4% 21,952 $2.0M
Marietta Investment Partners LLC 0.49% Add +443.6% 21,894 $2.0M
Cohen Klingenstein LLC 0.07% No change 21,800 $2.0M
Brown Brothers Harriman & Co. 0.01% Reduce -3.7% 21,726 $2.0M
Wedbush Securities Inc. 0.07% Add +1.9% 21,693 $2.0M
Caldwell Trust Co 0.21% Add +11.0% 21,684 $2.0M
Claro Advisors Inc. 0.27% Reduce -3.1% 21,652 $2.0M
Armor Investment Advisors, LLC 0.82% Reduce -1.0% 21,571 $2.0M
Horizon Investments, LLC 0.06% Add +4.3% 21,452 $2.0M
Stamos Capital Partners, L.P. 0.51% Reduce -21.9% 21,283 $2.0M
GAMMA Investing LLC 0.15% Add +23.2% 21,253 $2.0M
Vinva Investment Management Ltd 0.08% Add +21.7% 21,425 $2.0M
NTV Asset Management LLC 0.26% Reduce -5.4% 21,175 $1.9M
Stock Yards Bank & Trust Co. 0.07% Reduce -4.2% 21,160 $1.9M
Mufg Securities Americas Inc. 0.23% Add +30.8% 21,157 $1.9M
Nicholson Wealth Management Group, LLC 1.27% No change 21,122 $1.9M
Regal Investment Advisors LLC 0.16% Reduce -30.0% 21,078 $1.9M
Capital Investment Advisory Services, LLC 0.17% Add +3.2% 21,067 $1.9M
MSH Capital Advisors LLC 0.60% Add +3.9% 21,036 $1.9M
Patten & Patten Inc. 0.13% Add +0.3% 20,967 $1.9M
Smith, Moore & Co. 0.18% Add +0.2% 20,941 $1.9M
RDA Financial Network 0.57% Reduce -0.4% 20,878 $1.9M
Lanark Financial, Inc. 0.16% — 20,840 $1.9M
Geneos Wealth Management Inc. 0.06% Add +3.5% 20,800 $1.9M
Benedict Financial Advisors Inc. 0.44% Add +0.1% 20,692 $1.9M
Bangor Savings Bank 0.18% Reduce -5.1% 20,428 $1.9M
Ontario Teachers Pension Plan Board 0.03% New 20,414 $1.9M
Weaver Capital Management LLC 0.50% Add +2.2% 20,323 $1.9M
Mystic Asset Management, Inc. 0.49% Add +1.6% 20,238 $1.9M
Orange Investment Advisors, Inc. 0.22% Reduce -0.4% 20,190 $1.9M
Shelton Capital Management 0.04% Reduce -0.8% 20,188 $1.9M
CPC Advisors, LLC 0.25% Reduce -0.3% 20,141 $1.9M
Tidal Investments LLC 0.02% Reduce -2.3% 20,126 $1.9M
Mayfair Advisory Group, LLC 1.06% Reduce -5.1% 20,050 $1.8M
Compound Planning, Inc. 0.08% Reduce -0.8% 20,028 $1.8M
Canal Insurance CO 0.43% No change 20,000 $1.8M
Venture Visionary Partners LLC 0.08% Add +5.5% 19,986 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -2.7% 19,926 $1.8M
Parsons Capital Management Inc. 0.10% Reduce -3.0% 19,824 $1.8M
First City Capital Management, Inc. 1.09% Reduce -13.2% 19,767 $1.8M
World Investment Advisors 0.05% Reduce -7.9% 19,738 $1.8M
Plan Group Financial, LLC 0.65% Add +37.2% 19,730 $1.8M
LMG Wealth Partners, LLC 0.40% Reduce -0.0% 19,700 $1.8M
LVW Advisors, LLC 0.22% Add +5.8% 19,653 $1.8M
Pacific Wealth Strategies Group, Inc. 1.35% Add +2.5% 19,613 $1.8M
Good Life Advisors, LLC 0.13% Reduce -1.3% 19,609 $1.8M
Schechter Investment Advisors, LLC 0.15% Reduce -12.0% 19,305 $1.8M
NorthRock Partners, LLC 0.06% Add +4.5% 19,281 $1.8M
Peoples Financial Services Corp. 0.85% Reduce -1.5% 19,251 $1.8M
SBI Securities Co., Ltd. 0.06% Add +1.0% 19,159 $1.8M
Axxcess Wealth Management, LLC 0.05% Add +12.7% 19,005 $1.7M
Cohen Capital Management, Inc. 0.30% No change 19,000 $1.7M
Ignite Planners, LLC 0.34% Add +24.7% 19,050 $1.7M
Assetmark, Inc. 0.00% Add +12.2% 18,792 $1.7M
Bahl & Gaynor LLC 0.01% Add +29.4% 18,751 $1.7M
LVZ, Inc. 0.23% Add +2.6% 18,744 $1.7M
Brooks, Moore & Associates, Inc. 0.97% Reduce -1.1% 18,723 $1.7M
Worldquant Millennium Advisors LLC 0.01% New 18,609 $1.7M
SWAN Capital LLC 0.79% Add +0.8% 18,525 $1.7M
Rollins Financial Advisors, LLC 0.30% Add +4.1% 18,509 $1.7M
Primoris Wealth Advisors, LLC 1.32% No change 18,494 $1.7M
Adapt Wealth Advisors, LLC 0.83% Add +0.0% 18,435 $1.7M
Eagle Rock Investment Company, LLC 0.29% Reduce -0.6% 18,429 $1.7M
ICW Investment Advisors LLC 0.69% Add +0.3% 18,428 $1.7M
Frank, Rimerman Advisors LLC 0.13% Add +1.7% 18,385 $1.7M
Accurate Wealth Management, LLC 0.32% Add +6.4% 18,798 $1.7M
Koshinski Asset Management, Inc. 0.14% Add +4.4% 18,341 $1.7M
Lineweaver Wealth Advisors, LLC 0.29% Add +13.0% 18,305 $1.7M
Providence First Trust Co 0.68% Reduce -1.0% 18,280 $1.7M
Verity Asset Management, Inc. 0.68% Add +100.0% 18,212 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Reduce -7.5% 18,199 $1.7M
Romano Brothers and Company 0.22% Reduce -2.6% 18,189 $1.7M
Nebula Research & Development LLC 0.15% Add +190.7% 18,177 $1.7M
Regent Peak Wealth Advisors LLC 0.39% Reduce -0.6% 18,085 $1.7M
Danske Bank A/S 0.01% No change 18,063 $1.7M
Monte Financial Group, LLC 0.73% No change 18,065 $1.7M
Ashton Thomas Private Wealth, LLC 0.06% Add +0.7% 17,984 $1.7M
Sumitomo Life Insurance Co. 0.06% Reduce -0.0% 17,968 $1.7M
Aviva PLC 0.00% No change 17,943 $1.6M
Smith Thornton Advisors LLC 1.02% Add +0.7% 17,892 $1.6M
RFP Financial Group LLC 0.66% Reduce -2.5% 17,888 $1.6M
Hilltop Holdings Inc. 0.10% Add +20.7% 17,864 $1.6M
Earnest Partners LLC 0.01% Add +0.1% 17,773 $1.6M
Valeo Financial Advisors, LLC 0.05% Add +6.5% 17,631 $1.6M
Jump Financial, LLC 0.02% Reduce -19.1% 17,581 $1.6M
Raleigh Capital Management Inc. 0.73% Reduce -23.2% 17,575 $1.6M
AssuredPartners Investment Advisors, LLC 0.31% Reduce -2.5% 17,553 $1.6M
Bristlecone Advisors, LLC 0.13% Reduce -3.0% 17,536 $1.6M
Meketa Investment Group Inc. 2.17% Add +87.8% 17,511 $1.6M
Jeppson Wealth Management, LLC 0.59% Add +0.7% 17,503 $1.6M
Wellington Shields & Co., LLC 0.50% No change 17,334 $1.6M
EPG Wealth Management LLC 0.44% Add +2.1% 17,311 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.56% Reduce -4.7% 17,302 $1.6M
Burns J W & Co. Inc. 0.21% Reduce -0.5% 17,232 $1.6M
Twin Capital Management Inc. 0.18% Reduce -1.8% 17,210 $1.6M
DRW Securities, LLC 0.13% New 17,103 $1.6M
Asset Advisors Investment Management, LLC 0.16% Add +6.5% 17,048 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 17,000 $1.6M
Gleason Group, Inc. 0.28% Add +0.8% 16,981 $1.6M
Ritholtz Wealth Management 0.05% Add +25.6% 16,971 $1.6M
Interval Partners, LP 0.06% New 16,948 $1.6M
SeaCrest Wealth Management, LLC 0.18% Reduce -0.9% 16,937 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +14.0% 16,800 $1.5M
Wedmont Private Capital 0.08% Add +5.3% 17,055 $1.5M
Strategic Blueprint, LLC 0.08% Add +5.5% 16,637 $1.5M
Ameritas Advisory Services, LLC 0.06% Add +141.2% 17,026 $1.5M
Ipswich Investment Management Co., Inc. 0.37% Add +1.7% 16,401 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% No change 16,400 $1.5M
Snowden Capital Advisors LLC 0.05% Add +4.3% 16,330 $1.5M
Advisor OS, LLC 0.17% Add +1.5% 16,222 $1.5M
TCW Group Inc. 0.01% Add +5.7% 16,177 $1.5M
Johnson Financial Group, Inc. 0.07% Add +35.7% 16,130 $1.5M
Sheaff Brock Investment Advisors, LLC 0.14% Reduce -8.7% 16,009 $1.5M
International Assets Investment Management, LLC 0.13% Add +0.6% 16,008 $1.5M
XML Financial, LLC 0.14% Add +4.3% 15,976 $1.5M
Composition Wealth, LLC 0.03% Add +0.7% 15,928 $1.5M
Focus Financial Network, Inc. 0.06% Reduce -0.8% 15,917 $1.5M
High Net Worth Advisory Group LLC 0.41% Reduce -6.9% 15,889 $1.5M
Stokes Family Office, LLC 0.16% Reduce -0.6% 15,854 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Add +0.1% 15,818 $1.5M
CapWealth Advisors, LLC 0.16% Reduce -0.5% 15,801 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 15,800 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.68% Reduce -3.3% 15,721 $1.4M
Farmers National Bank 0.40% Reduce -3.7% 15,594 $1.4M
Highline Wealth Partners LLC 0.48% Add +1.6% 15,560 $1.4M
Ninepoint Partners LP 0.25% Add +5.8% 15,557 $1.4M
Sandy Spring Bank 0.06% Reduce -0.4% 15,511 $1.4M
GoalVest Advisory LLC 0.39% Add +18.1% 15,415 $1.4M
Silver Oak Securities, Incorporated 0.13% Add +3.7% 15,489 $1.4M
Burke & Herbert Bank & Trust Co. 0.34% Reduce -2.5% 15,350 $1.4M
Venturi Wealth Management, LLC 0.07% Reduce -2.8% 15,326 $1.4M
Centennial Bank 0.67% Reduce -8.1% 15,316 $1.4M
Confluence Wealth Services, Inc. 0.09% Add +1.1% 15,396 $1.4M
Cadence Bank 0.10% Add +7.1% 15,220 $1.4M
L.M. Kohn & Company 0.37% Reduce -12.3% 15,210 $1.4M
Powers Advisory Group, LLC 0.66% Reduce -0.5% 15,169 $1.4M
Caprock Group, LLC 0.04% Reduce -43.9% 15,168 $1.4M
Adirondack Trust Co. 0.54% Reduce -5.1% 15,150 $1.4M
Fca Corp. 0.44% Add +3.7% 15,121 $1.4M
Walleye Capital LLC 0.02% Reduce -9.1% 15,068 $1.4M
New Age Alpha Advisors, LLC 0.06% Reduce -53.3% 14,916 $1.4M
Huber Capital Management LLC 0.26% Reduce -5.1% 14,900 $1.4M
Brooklyn Investment Group 0.29% Add +36.1% 14,854 $1.4M
Vontobel Holding Ltd. 0.00% Reduce -23.4% 14,756 $1.4M
Penserra Capital Management LLC 0.02% Add +413.7% 14,739 $1.4M
Boothbay Fund Management, LLC 0.05% New 14,697 $1.4M
Pitcairn Co. 0.08% Add +211.5% 14,694 $1.4M
Glen Eagle Advisors, LLC 0.22% Add +1.3% 14,675 $1.3M
Red Door Wealth Management, LLC 0.20% Add +4.7% 14,673 $1.3M
Spreng Capital Management, Inc. 0.63% No change 14,617 $1.3M
Lebenthal Global Advisors, LLC 0.25% Add +8.0% 14,592 $1.3M
Delta Asset Management LLC 0.13% Reduce -1.2% 14,549 $1.3M
Sculati Wealth Management, LLC 0.54% Reduce -2.5% 14,530 $1.3M
Flputnam Investment Management Co. 0.03% Add +13.9% 14,519 $1.3M
DMC Group, LLC 1.08% Add +0.7% 14,470 $1.3M
Fullerton Fund Management Co Ltd. 0.09% Reduce -9.1% 14,441 $1.3M
Philadelphia Trust Co. 0.11% Reduce -0.3% 14,430 $1.3M
Register Financial Advisors LLC 0.69% Add +0.2% 14,382 $1.3M
Mitchell Sinkler & Starr 0.37% Add +8.0% 14,298 $1.3M
Chatham Capital Group, Inc. 0.22% No change 14,294 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.33% Reduce -1.4% 14,281 $1.3M
Glenview Trust Co 0.03% Reduce -22.9% 14,198 $1.3M
Ti-Trust, Inc. 0.86% No change 14,160 $1.3M
Retirement Planning Co of New England, Inc. 0.65% Reduce -0.1% 14,125 $1.3M
Kiker Wealth Management, LLC 0.89% Add +0.9% 14,112 $1.3M
Kovack Advisors, Inc. 0.14% Reduce -12.9% 14,080 $1.3M
Berkeley Capital Partners, LLC 0.36% Add +0.9% 14,070 $1.3M
Farmers & Merchants Investments Inc. 0.04% Reduce -0.2% 14,045 $1.3M
Cannon Financial Strategists, Inc. 0.22% Add +2.2% 14,011 $1.3M
Aprio Wealth Management, LLC 0.16% Add +23.5% 14,000 $1.3M
Detalus Advisors, LLC 0.40% Add +0.3% 13,977 $1.3M
Checchi Capital Advisers, LLC 0.09% Add +3.5% 13,962 $1.3M
NovaPoint Capital, LLC 0.39% Add +20.4% 13,927 $1.3M
Jackson Thornton Wealth Management, LLC 0.17% Add +0.2% 13,937 $1.3M
First County Bank 0.71% Reduce -15.2% 13,894 $1.3M
Personal Cfo Solutions, LLC 0.26% Add +0.4% 13,880 $1.3M
ForthRight Wealth Management, LLC 0.43% Reduce -0.2% 13,875 $1.3M
Mission Wealth Management, LP 0.03% Add +4.6% 13,871 $1.3M
West Bancorporation Inc. 0.86% No change 13,820 $1.3M
Bank & Trust Co 1.03% Reduce -5.4% 13,784 $1.3M
Spire Wealth Management 0.04% Add +2.5% 13,761 $1.3M
Empire Financial Management Company, LLC 0.39% Reduce -19.8% 13,667 $1.3M
Meiji Yasuda Life Insurance Co 0.03% Reduce -2.4% 13,667 $1.3M
Brighton Jones LLC 0.04% Add +3.5% 13,664 $1.3M
Archford Capital Strategies, LLC 0.18% Reduce -1.1% 13,600 $1.3M
Kenora Financial, LLC 0.51% Add +423.9% 13,559 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.8% 13,547 $1.2M
Baldwin Investment Management, LLC 0.15% Add +7.4% 13,458 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -23.7% 13,428 $1.2M
Parallel Advisors, LLC 0.03% Add +4.7% 13,279 $1.2M
Callan Family Office, LLC 0.09% Reduce -56.6% 13,248 $1.2M
Wiser Wealth Management, Inc 0.34% Reduce -0.3% 13,232 $1.2M
Sheets Smith Wealth Management 0.15% Reduce -3.6% 13,227 $1.2M
United Bank 0.15% Reduce -0.9% 13,150 $1.2M
Western Wealth Management, LLC 0.08% Reduce -38.1% 13,129 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 13,063 $1.2M
Constitution Capital LLC 0.66% Add +16.0% 13,020 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +6.1% 13,017 $1.2M
Asset Planning,Inc 0.93% Add +0.0% 12,853 $1.2M
Prosperity Consulting Group, LLC 0.09% Add +3.3% 12,805 $1.2M
Stiles Financial Services Inc 0.45% Add +0.7% 12,783 $1.2M
IFP Advisors, Inc 0.04% Reduce -10.0% 12,624 $1.2M
Country Club Bank 0.08% Reduce -0.1% 12,830 $1.2M
SPC Financial, Inc. 0.10% New 12,712 $1.2M
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -2.5% 12,697 $1.2M
Valmark Advisers, Inc. 0.02% Add +11.0% 12,662 $1.2M
Waterfront Wealth Inc. 0.28% No change 12,617 $1.2M
Keystone Financial Group 0.12% Reduce -3.3% 12,607 $1.2M
Fourpath Capital Management, LLC 0.20% Reduce -0.6% 12,597 $1.2M
GMO 0.00% Reduce -9.6% 12,558 $1.2M
SRH Advisors, LLC 0.36% No change 12,525 $1.2M
Bard Financial Services, Inc. 0.14% No change 12,520 $1.2M
Rowlandmiller & Partners.adv 0.24% Add +0.3% 12,519 $1.2M
Jaffetilchin Investment Partners, LLC 0.08% Add +6.8% 12,510 $1.2M
Firethorn Wealth Partners, LLC 0.55% Add +0.3% 12,443 $1.1M
Sterling Investment Counsel, LLC 0.39% Add +288.4% 12,424 $1.1M
Evercore Wealth Management, LLC 0.02% Reduce -0.2% 12,416 $1.1M
Financial Security Advisor, Inc. 0.29% Add +0.2% 12,293 $1.1M
Essex Bank 0.28% Add +18.3% 12,293 $1.1M
Marino, Stram & Associates LLC 0.25% Add +0.0% 12,266 $1.1M
Fidelis Capital Partners, LLC 0.12% Reduce -0.8% 12,418 $1.1M
1834 Investment Advisors Co. 0.14% Reduce -4.8% 12,183 $1.1M
Integrated Advisors Network LLC 0.06% Reduce -1.9% 12,164 $1.1M
Aft, Forsyth & Company, Inc. 0.59% No change 11,998 $1.1M
Balboa Wealth Partners 0.27% Add +0.5% 11,978 $1.1M
CWS Financial Advisors, LLC 0.35% Add +0.2% 11,955 $1.1M
BIP Wealth, LLC 0.07% Add +2.0% 11,950 $1.1M
Cassaday & Co Wealth Management LLC 0.03% No change 11,949 $1.1M
CFS Investment Advisory Services, LLC 0.10% Add +0.0% 11,942 $1.1M
Widmann Financial Services, Inc. 0.85% Add +0.2% 11,888 $1.1M
Allegheny Financial Group 0.28% Reduce -0.8% 11,853 $1.1M
Busey Bank 0.04% Add +0.4% 11,815 $1.1M
Diversify Advisory Services, LLC 0.07% Add +21.4% 11,861 $1.1M
Integrity Alliance, Llc. 0.04% New 11,783 $1.1M
Bush Investment Group, LLC 0.81% Add +1.2% 11,735 $1.1M
RS Crum Inc. 0.29% Add +0.0% 11,684 $1.1M
Grey Ledge Advisors, LLC 0.28% Add +0.3% 11,644 $1.1M
Blue Fin Capital, Inc. 0.21% Reduce -0.9% 11,583 $1.1M
Hills Bank & Trust Co 0.07% No change 11,579 $1.1M
Nicollet Investment Management, Inc. 0.37% No change 11,461 $1.1M
Columbia Asset Management 0.21% Reduce -3.8% 11,439 $1.1M
Larson Financial Group LLC 0.05% Add +12.1% 11,425 $1.1M
Stableford Capital II LLC 0.44% Reduce -2.6% 11,436 $1.0M
Norris Perne & French LLP 0.08% Reduce -95.0% 11,413 $1.0M
Tradewinds, LLC. 0.30% Add +0.2% 11,377 $1.0M
Magnolia Capital Advisors LLC 0.28% Reduce -1.7% 11,316 $1.0M
Leisure Capital Management 0.43% Add +29.5% 11,309 $1.0M
Burney Co./ 0.04% Reduce -11.7% 11,286 $1.0M
KPP Advisory Services LLC 0.20% Add +23.5% 11,275 $1.0M
Ami Asset Management Corp. 0.06% Reduce -1.9% 11,245 $1.0M
1620 Investment Advisors, Inc. 0.81% Reduce -0.1% 11,245 $1.0M
Resources Management Corp. /CT/ 0.15% No change 11,220 $1.0M
Ables, Iannone, Moore & Associates, Inc. 0.70% Reduce -5.5% 11,220 $1.0M
LaFleur & Godfrey LLC 0.14% Add +0.1% 11,070 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.31% Add +2.7% 11,055 $1.0M
Cigna Investments Inc. 0.19% Reduce -1.4% 11,046 $1.0M
Cobblestone Capital Advisors LLC 0.06% Reduce -6.9% 11,031 $1.0M
SevenBridge Financial Group, LLC 0.20% Reduce -38.5% 11,543 $1.0M
Cherokee Insurance Co 0.45% No change 11,000 $1.0M
Kuhn & Co Investment Counsel 0.85% No change 10,999 $1.0M
Nwam LLC 0.09% Reduce -4.2% 10,964 $1.0M
Linscomb Wealth, Inc. 0.05% Reduce -0.7% 10,875 $1000K
Second Line Capital, LLC 0.26% Reduce -9.3% 10,861 $999K
Commerzbank Aktiengesellschaft 0.02% Add +14.6% 10,794 $993K
Everstar Asset Management, LLC 0.66% Add +2.0% 10,796 $993K
Rogco, LP 0.40% Reduce -5.8% 10,794 $993K
Modera Wealth Management, LLC 0.01% Reduce -9.6% 10,765 $990K
Fifth Third Wealth Advisors LLC 0.05% Add +6.4% 10,733 $987K
Texas Bank & Trust Co 0.42% Reduce -0.8% 10,707 $985K
Patton Albertson Miller Group, LLC 0.15% Reduce -16.6% 10,703 $984K
Wealth Alliance, LLC 0.12% Reduce -0.1% 10,692 $983K
Members Trust Co 0.03% Add +0.7% 10,576 $972K
Apella Capital, LLC 0.03% Add +81.5% 11,052 $970K
Chesley Taft & Associates LLC 0.05% Add +0.3% 10,547 $970K
Field & Main Bank 0.34% Reduce -4.4% 10,505 $966K
Gilbert & Cook, Inc. 0.14% Add +0.3% 10,495 $965K
Beam Wealth Advisors, Inc. 0.32% Reduce -3.7% 10,471 $963K
Driehaus Capital Management LLC 0.01% Add +151.1% 10,406 $957K
Bedell Frazier Investment Counselling, LLC 0.24% No change 10,375 $954K
Silverlake Wealth Management LLC 0.37% Reduce -3.0% 10,370 $953K
Banque Cantonale Vaudoise 0.04% — 10,272 $945K
Severin Investments, LLC 0.94% Add +131.9% 10,257 $943K
West Family Investments, Inc. 0.35% Add +8.7% 10,253 $943K
Thoroughbred Financial Services, LLC 0.06% Add +0.8% 10,252 $942K
Sunburst Financial Group, LLC 0.23% Add +0.1% 10,239 $941K
RIA Advisory Group LLC 0.31% Reduce -0.0% 10,233 $941K
Edge Financial Advisors LLC 0.59% Add +0.8% 10,218 $940K
Mendel Money Management 0.44% Add +0.3% 10,189 $937K
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -22.3% 10,153 $934K
Acorn Wealth Advisors, LLC 0.39% Add +0.8% 10,143 $933K
Investment Partners Asset Management, Inc. 0.73% Reduce -1.3% 10,137 $932K
Haverford Trust Co 0.01% Add +20.0% 10,123 $931K
Trustco Bank Corp. N Y 1.01% Reduce -3.2% 10,122 $931K
Marco Investment Management LLC 0.09% Add +0.2% 10,121 $931K
Bradley Foster & Sargent Inc. 0.02% Add +0.7% 10,121 $931K
Kingsman Wealth Management, Inc. 0.68% — 10,111 $930K
Freedom Investment Management, Inc. 0.08% Reduce -8.0% 10,069 $926K
Keudell/Morrison Wealth Management 0.22% Add +1.1% 10,032 $922K
Shepherd Financial Partners LLC 0.11% Reduce -10.0% 10,030 $922K
Plimoth Trust Co. LLC 0.24% Reduce -2.3% 10,012 $921K
CoreCap Advisors, LLC 0.04% Reduce -68.0% 10,006 $920K
HUB Investment Partners, LLC 0.04% Reduce -9.5% 9,930 $913K
Home Federal Bank of Tennessee 0.27% Reduce -1.0% 9,890 $909K
Montecito Bank & Trust 0.16% Add +5.3% 9,876 $908K
Rehmann Capital Advisory Group 0.06% Add +8.3% 9,874 $908K
Legacy Wealth Asset Management, LLC 0.25% Reduce -1.6% 9,869 $907K
Means Investment Co., Inc. 0.10% Reduce -29.6% 9,852 $906K
Procyon Advisors, LLC 0.06% Reduce -7.4% 9,849 $906K
Roundview Capital LLC 0.07% Reduce -3.9% 9,849 $906K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.6% 9,849 $906K
Journey Advisory Group, LLC 0.07% Reduce -2.0% 9,833 $904K
Sherbrooke Park Advisers LLC 0.42% Reduce -36.2% 9,830 $904K
Excalibur Management Corp. 0.36% Reduce -0.3% 9,825 $903K
Balentine LLC 0.04% New 9,811 $902K
SCP Investment, LP 0.77% New 9,800 $901K
HBW Advisory Services LLC 0.13% Add +4.2% 9,798 $901K
BlueChip Wealth Advisors LLC 0.44% Add +1.3% 9,779 $899K
Secure Asset Management, LLC 0.18% Reduce -1.1% 9,766 $898K
Financial Advocates Investment Management 0.06% Add +2.7% 9,742 $896K
Chicago Partners Investment Group LLC 0.03% Add +3.3% 9,715 $895K
Pine Valley Investments Ltd Liability Co 0.06% Add +1.9% 9,721 $894K
Ascent Group, LLC 0.04% Add +137.7% 9,707 $893K
Beaumont Financial Advisors, LLC 0.07% Add +0.3% 9,679 $890K
HM Payson & Co. 0.02% Add +9.5% 9,678 $890K
CHICAGO TRUST Co NA 0.17% Add +5.4% 9,654 $888K
Trueblood Wealth Management, LLC 0.41% Reduce -0.1% 9,633 $886K
Garner Asset Management Corp 0.39% Add +0.3% 9,624 $885K
Monetary Management Group Inc. 0.24% No change 9,607 $883K
Intrust Bank NA 0.09% Reduce -1.3% 9,595 $882K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -1.8% 9,540 $877K
Cookson Peirce & Co. Inc. 0.04% Reduce -1.2% 9,528 $876K
AdvisorNet Financial, Inc 0.07% Add +19.8% 9,522 $876K
Ancora Advisors LLC 0.02% Add +0.1% 9,501 $874K
William Allan Corp 0.55% Add +11.5% 9,483 $872K
Richards, Merrill & Peterson, Inc. 0.45% Add +5.6% 9,466 $870K
Clarendon Private LLC 0.92% Add +73.0% 9,450 $869K
Moneco Advisors, LLC 0.09% Add +6.0% 9,448 $869K
Inspire Advisors, LLC 0.10% Add +240.4% 9,432 $867K
Graves Light Lenhart Wealth, Inc. 0.11% Add +0.1% 9,412 $865K
Eagle Strategies LLC 0.15% Reduce -0.5% 9,405 $865K
Belpointe Asset Management LLC 0.04% Reduce -25.5% 9,357 $860K
Davis Capital Management 0.68% Reduce -23.6% 9,316 $857K
Clear Creek Financial Management, LLC 0.09% Reduce -2.0% 9,306 $856K
Concentric Capital Strategies, LP 0.09% New 9,291 $854K
Infrastructure Capital Advisors, LLC 0.15% Add +6.8% 9,284 $854K
Affinity Wealth Management LLC 0.16% Reduce -0.4% 9,274 $853K
Graypoint LLC 0.05% Add +73.2% 9,272 $853K
YHB Investment Advisors, Inc. 0.07% Add +24.6% 9,272 $853K
Trust Point Inc. 0.08% Reduce -28.5% 9,266 $852K
Yeomans Consulting Group, Inc. 0.33% Reduce -38.1% 9,208 $847K
Axq Capital, LP 0.34% New 9,192 $845K
Aberdeen Wealth Management LLC 0.58% Add +0.0% 9,171 $843K
Mainsail Asset Management, LLC 0.58% Add +0.1% 9,165 $843K
Golden State Wealth Management, LLC 0.13% Add +18.7% 9,155 $842K
Sage Mountain Advisors LLC 0.06% Add +148.1% 9,139 $840K
Salem Investment Counselors Inc. 0.03% Reduce -52.1% 9,139 $840K
Advisors Preferred, LLC 0.11% New 9,150 $840K
Summit Global Investments 0.06% New 9,131 $840K
OneAscent Family Office, LLC 0.78% Add +108.7% 9,120 $838K
Wells Trecaso Financial Group, LLC 0.28% No change 9,055 $833K
Insight Inv LLC 0.57% No change 9,030 $830K
Lazard Asset Management LLC 0.00% Reduce -16.8% 8,983 $825K
Breakwater Capital Group 0.15% Add +20.1% 8,955 $823K
Community Bank of Raymore 0.67% No change 8,950 $823K
St. Johns Investment Management Company, LLC 0.41% Reduce -1.9% 8,946 $823K
Shulman DeMeo Asset Management LLC 0.23% Add +1.1% 8,909 $819K
Gables Capital Management Inc. 0.40% No change 8,896 $818K
North Star Investment Management Corp. 0.06% Add +0.1% 8,891 $817K
Mechanics Financial Corp 0.37% Reduce -0.4% 8,813 $810K
Xcel Wealth Management, LLC 0.25% Add +0.4% 8,812 $810K
Wulff, Hansen & Co. 0.74% Add +19.7% 8,798 $809K
Wagner Wealth Management, LLC 0.20% Add +2.9% 8,779 $807K
Court Place Advisors, LLC 0.27% Reduce -2.5% 8,777 $807K
Viawealth, LLC 0.50% Reduce -14.0% 8,740 $804K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -2.9% 8,704 $800K
First National Corp. /Ma/ 0.18% Reduce -1.5% 8,704 $800K
Advisor Resource Council 0.06% New 8,744 $800K
one8zero8, LLC 0.19% Reduce -2.6% 8,698 $800K
Howard Capital Management Group, LLC 0.06% No change 8,698 $800K
Kennedy Investment Group, Inc. 0.37% Add +0.0% 8,693 $799K
Exencial Wealth Advisors, LLC 0.03% Reduce -1.5% 8,690 $799K
Certified Advisory Corp 0.09% Reduce -13.1% 8,682 $798K
Vista Capital Partners, Inc. 0.10% Add +0.1% 8,666 $797K
Banco Santander, S.A. 0.01% Add +12.8% 8,663 $797K
Smith Salley Wealth Management 0.05% Reduce -4.4% 8,612 $792K
JT Stratford LLC 0.14% Reduce -4.3% 8,600 $791K
Roberts Glore & Co. Inc. 0.24% No change 8,577 $789K
McGlone Suttner Wealth Management, Inc. 0.13% Add +1.4% 8,565 $788K
Allred Capital Management, LLC 0.31% Add +0.1% 8,490 $781K
Triad Wealth Partners, LLC 0.24% Add +1.5% 8,485 $780K
Visionary Horizons, LLC 0.55% Reduce -14.5% 8,474 $779K
NorthCrest Asset Manangement, LLC 0.02% Add +24.5% 8,400 $772K
Atlantic Union Bankshares Corp 0.05% Add +1.8% 8,384 $771K
Benin Management CORP 0.22% Add +3.2% 8,383 $771K
Shell Asset Management Co. 0.04% Add +0.0% 8,369 $770K
Valley Brook Capital Group, Inc. 0.60% Add +0.6% 8,357 $768K
Rodgers Brothers Inc. 0.10% No change 8,343 $767K
LGT Fund Management Co Ltd. 0.07% Add +22.7% 8,337 $767K
Park National Corp. 0.03% Reduce -0.1% 8,330 $766K
Grove Bank & Trust 0.10% Add +7.8% 8,323 $765K
Centre Asset Management, LLC 0.20% Add +6.7% 8,317 $765K
Successful Portfolios LLC 0.52% No change 8,314 $765K
Searle & Co. 0.22% Add +43.5% 8,250 $759K
Symphony Financial, Ltd. Co. 0.45% Reduce -46.8% 8,392 $755K
Aviance Capital Partners, LLC 0.11% Reduce -1.1% 8,210 $755K
Northstar Financial Companies, Inc. 0.82% Add +19.8% 8,209 $755K
Blalock Williams, LLC 0.85% Add +8.2% 8,208 $755K
FCG Investment Co 0.47% Reduce -74.4% 8,206 $755K
Autumn Glory Partners, LLC 0.37% No change 8,185 $753K
Aventura Private Wealth, LLC 0.39% Add +9.9% 8,163 $751K
White Lighthouse Investment Management Inc. 0.13% Reduce -20.2% 8,159 $750K
Beacon Financial Group 0.08% Add +0.7% 8,159 $750K
Park Square Financial Group, LLC 0.59% Reduce -2.2% 8,141 $749K
AXA S.A. 0.00% New 8,140 $748K
Private Capital Management, LLC 0.08% No change 8,122 $747K
Lakeshore Financial Planning, Inc. 0.31% Add +0.6% 8,113 $746K
CX Institutional 0.03% Add +8.5% 8,109 $746K
Groesbeck Investment Management Corp. 1.04% No change 8,100 $745K
Dogwood Wealth Management LLC 0.39% Add +6.7% 8,050 $740K
W Advisors, LLC 0.46% Add +0.7% 8,022 $738K
Cullen/Frost Bankers, Inc. 0.01% Add +0.7% 8,014 $737K
Faithward Advisors, LLC 0.13% Add +2.7% 8,010 $737K
Archer Investment Corp 0.19% No change 8,007 $736K
Geometric Wealth Advisors 0.13% Reduce -0.2% 8,004 $736K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -4.8% 7,974 $733K
Fiduciary Trust Co 0.01% Reduce -0.1% 7,961 $732K
Element Wealth, LLC 0.39% Reduce -4.4% 7,952 $731K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.34% Add +192.6% 7,900 $726K
Ascentis Independent Advisors 0.14% Reduce -31.6% 7,891 $726K
SageOak Financial, LLC 0.64% No change 7,844 $721K
Three Magnolias Financial Advisors, LLC 0.61% No change 7,815 $719K
Norden Group LLC 0.08% Reduce -3.8% 7,812 $718K
ProVise Management Group, LLC 0.06% Reduce -6.2% 7,753 $713K
Prairie Sky Financial Group LLC 0.42% No change 7,745 $712K
Eastern Bank 0.01% Add +9.2% 7,720 $710K
Northstar Advisory Group, LLC 0.46% Reduce -6.0% 7,710 $709K
Baker Boyer National Bank 0.26% No change 7,691 $707K
Pinion Investment Advisors, LLC 0.16% Add +17.1% 7,690 $707K
Wealth Dimensions Group, Ltd. 0.17% Reduce -2.8% 7,684 $707K
Sonora Investment Management Group, LLC 0.06% Add +5.1% 7,640 $702K
Sard Wealth Management Group, LLC 0.47% Add +0.8% 7,634 $702K
Nicholas Wealth, LLC. 0.73% Reduce -38.2% 7,604 $699K
Midland Wealth Advisors, LLC 0.04% Reduce -10.4% 7,584 $697K
FourThought Financial Partners, LLC 0.07% Reduce -3.4% 7,567 $696K
Farringdon Capital, Ltd. 0.35% New 7,529 $692K
Skyline Advisors, Inc. 0.27% Reduce -0.1% 7,507 $690K
Franklin Street Advisors Inc. 0.05% Reduce -9.1% 7,443 $684K
Polymer Capital Management (US) LLC 0.21% New 7,437 $684K
Abel Hall, LLC 0.41% Add +7.9% 7,404 $681K
Modern Wealth Management, LLC 0.02% Reduce -17.4% 7,393 $680K
First Command Advisory Services, Inc. 0.01% Reduce -18.1% 7,378 $678K
Wilkins Miller Wealth Management, LLC 0.51% Add +0.1% 7,375 $678K
WMG Financial Advisors, LLC 0.29% Reduce -50.7% 7,352 $676K
McLean Asset Management Corp 0.22% Reduce -1.6% 7,729 $671K
Delta Financial Group, Inc. 0.15% Reduce -3.4% 7,553 $671K
Beaumont Asset Management, L.L.C. 0.41% Add +1.3% 7,293 $671K
Financial Enhancement Group LLC 0.10% Add +83.1% 7,297 $670K
Tritonpoint Wealth, LLC 0.06% Add +0.6% 7,273 $669K
HBK Sorce Advisory LLC 0.02% Reduce -30.5% 7,241 $666K
Asset Planning Corporation 0.39% No change 7,235 $665K
David J Yvars Group 0.52% Add +0.1% 7,233 $665K
Conning Inc. 0.02% Add +2.0% 7,233 $665K
AlphaCore Capital LLC 0.06% Add +22.4% 7,213 $663K
Beacon Investment Advisors LLC 0.31% Add +3.3% 7,212 $663K
SteelPeak Wealth, LLC 0.03% Reduce -81.4% 7,197 $662K
City State Bank 0.22% No change 7,187 $661K
Country Trust Bank 0.02% Add +0.6% 7,183 $660K
Clearstead Trust, LLC 0.15% Add +3.4% 7,177 $660K
Bath Savings Trust Co 0.07% Reduce -4.8% 7,175 $660K
Atlas Wealth Partners, LLC 0.81% Add +11.5% 7,162 $659K
Berger Financial Group, Inc 0.05% Reduce -0.4% 7,141 $657K
Lathrop Investment Management Co. 0.13% Add +0.0% 7,126 $655K
Richwood Investment Advisors, LLC 0.56% Reduce -5.6% 7,108 $654K
Peninsula Asset Management Inc. 0.36% No change 7,090 $652K
Tradition Wealth Management, LLC 0.06% Add +4.3% 7,083 $651K
Sentry LLC 0.13% Add +71.7% 7,081 $651K
Destination Wealth Management 0.02% Reduce -4.7% 7,076 $651K
Patten Group, Inc. 0.15% Reduce -0.5% 7,074 $650K
Abound Wealth Management 0.22% Reduce -2.0% 7,053 $649K
First Business Financial Services, Inc. 0.06% Reduce -5.9% 7,050 $648K
Davidson Trust Co. 0.31% New 7,045 $648K
Formidable Asset Management, LLC 0.11% Reduce -1.5% 7,028 $646K
First Dallas Securities Inc. 0.27% No change 7,020 $645K
Marex Group Ltd 0.01% Reduce -26.3% 7,000 $644K
Chicago Capital, LLC 0.02% No change 6,991 $643K
Perpetual Ltd 0.01% No change 6,984 $642K
Greenup Street Wealth Management LLC 0.13% Reduce -0.4% 6,964 $640K
Baldwin Wealth Partners LLC 0.04% No change 6,964 $640K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.40% Reduce -63.2% 7,000 $638K
Tower Bridge Advisors 0.07% Add +2.2% 6,894 $634K
Wealth Alliance Advisory Group, LLC 0.13% No change 6,884 $633K
Ballentine Partners, LLC 0.01% Add +20.0% 6,884 $633K
Evergreen Capital Management LLC 0.02% Add +5.7% 6,881 $633K
Koss-Olinger Consulting, LLC 0.05% New 6,878 $632K
Cidel Asset Management Inc. 0.04% Reduce -6.5% 6,866 $631K
Congress Asset Management Co. 0.00% Reduce -4.2% 6,858 $631K
Finward Bancorp 0.55% No change 6,856 $630K
Flagship Harbor Advisors, LLC 0.03% Add +1.3% 6,851 $630K
Mraz, Amerine & Associates, Inc. 0.11% No change 6,890 $628K
Islay Capital Management, LLC 0.43% No change 6,809 $626K
Client 1ST Advisory Group, LLC 0.24% Reduce -2.3% 6,803 $626K
Union Savings Bank 0.31% No change 6,796 $625K
Stokes Capital Advisors, LLC 0.16% No change 6,794 $625K
Van Hulzen Asset Management, LLC 0.06% Add +0.0% 6,771 $623K
Values First Advisors, Inc. 0.36% Add +1.8% 6,768 $622K
Howard Capital Management, LLC 0.02% Reduce -9.5% 6,759 $621K
MADDEN SECURITIES Corp 0.24% Reduce -27.0% 6,750 $621K
Sfmg, LLC 0.05% Add +9.3% 6,728 $619K
Fox Run Management, L.L.C. 0.10% New 6,715 $617K
Novare Capital Management LLC 0.05% Add +0.4% 6,709 $617K
Simon Quick Advisors, LLC 0.04% Add +30.8% 6,680 $614K
Builder Investment Group Inc. 0.17% No change 6,662 $613K
Hexagon Capital Partners LLC 0.12% Add +2.3% 6,662 $613K
TFR Capital, LLC. 0.25% New 6,660 $612K
Brown Miller Wealth Management, LLC 0.21% New 6,659 $612K
Beta Wealth Group, Inc. 0.22% Reduce -1.4% 6,624 $609K
Brady Family Wealth, LLC 0.19% No change 6,580 $605K
Good Steward Wealth Advisors,LLC 0.55% — 6,566 $604K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.3% 6,558 $603K
Cyndeo Wealth Partners, LLC 0.04% Add +0.1% 6,550 $602K
CVFG LLC 0.55% Add +0.8% 6,550 $602K
Mosaic Family Wealth Partners, LLC 0.09% Add +2.1% 6,540 $601K
Clarius Group, LLC 0.04% Reduce -0.6% 6,502 $598K
River Wealth Advisors LLC 0.08% Reduce -4.1% 6,496 $597K
Prosperity Financial Group, Inc. 0.30% Add +0.3% 6,485 $596K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -0.8% 6,470 $595K
TCV Trust & Wealth Management, Inc. 0.05% Add +2.2% 6,424 $591K
Baker Avenue Asset Management, LP 0.02% Reduce -21.8% 6,411 $589K
Goldstone Financial Group, LLC 0.09% Reduce -0.6% 6,407 $589K
Cordatus Wealth Management LLC 0.16% Add +4.2% 6,410 $589K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -0.7% 6,397 $588K
Astoria Portfolio Advisors LLC. 0.20% Add +8.0% 6,450 $588K
Wealthspire Retirement, LLC 0.05% Reduce -2.4% 6,390 $588K
Welch & Forbes LLC 0.01% Reduce -6.3% 6,349 $584K
Strategies Wealth Advisors, LLC 0.07% New 6,335 $583K
Bill Few Associates, Inc. 0.21% Add +8.6% 6,324 $581K
Aaron Wealth Advisors LLC 0.07% Add +5.8% 6,318 $581K
Broyhill Asset Management, LLC 0.47% No change 6,317 $581K
Citizens Business Bank 0.13% Add +177.2% 6,298 $579K
Syon Capital LLC 0.05% Add +21.6% 6,298 $579K
LCNB Corp. 0.21% Add +4.6% 6,295 $579K
Nilsine Partners, LLC 0.06% Add +2.0% 6,281 $578K
BCR Wealth Strategies, LLC 0.25% Reduce -3.8% 6,285 $577K
Novak & Powell Financial Services, Inc. 0.35% No change 6,198 $570K
Elevate Wealth Advisory, Inc. 0.40% Reduce -0.2% 6,186 $569K
Atlas Brown,Inc. 0.20% Add +1.2% 6,177 $568K
Howe & Rusling Inc. 0.05% Add +1.0% 6,171 $567K
Summitry LLC 0.03% Add +0.8% 6,150 $565K
Alamea Verwaltungs GmbH 0.49% — 6,146 $565K
FORA Capital, LLC 0.06% Reduce -86.0% 6,135 $564K
Thrive Wealth Management, LLC 0.11% Reduce -4.9% 6,134 $564K
PFW Advisors LLC 0.18% Add +1.9% 6,114 $562K
Heritage Wealth Advisors 0.03% Reduce -3.5% 6,104 $561K
Trinity Financial Advisors LLC 0.20% Add +48.4% 6,017 $557K
Reliant Investment Partners, LLC 0.57% Reduce -1.2% 6,041 $555K
Cranbrook Wealth Management, LLC 0.13% No change 6,036 $555K
3Chopt Investment Partners, LLC 0.15% New 6,036 $555K
Capstone Wealth Management, LLC 0.55% Reduce -13.0% 6,035 $555K
2UniFi Bank 0.36% Reduce -1.0% 6,176 $555K
Elwood & Goetz Wealth Advisory Group, LLC 0.14% Reduce -2.9% 6,030 $554K
Integras Partners LLC 0.53% Add +0.0% 6,025 $554K
Nations Financial Group Inc, /Ia/ 0.04% No change 6,013 $553K
Partners Wealth Management, LLC 0.63% Reduce -3.0% 6,012 $553K
Orion Investment Co 0.23% No change 6,011 $553K
Gratus Wealth Advisors, LLC 0.09% Add +3.5% 6,010 $553K
BankPlus Trust Department 0.18% Add +0.5% 6,008 $552K
Lindbrook Capital, LLC 0.05% Add +2.7% 6,008 $552K
United Capital Management of KS, Inc. 0.11% Add +5.0% 5,998 $552K
Legacy Financial Strategies, LLC 0.12% Reduce -0.3% 5,994 $551K
Arcus Capital Partners, LLC 0.22% Add +8.1% 5,993 $551K
Red Wave Investments LLC 0.20% Add +0.1% 5,974 $549K
Ossiam 0.01% Reduce -94.7% 5,970 $549K
Arlington Trust Co LLC 0.12% Reduce -19.8% 5,952 $547K
Capital City Trust Co. 0.15% New 5,945 $547K
Mirador Capital Partners LP 0.10% Add +4.6% 5,944 $547K
Intrua Financial, LLC 0.09% Add +1.8% 5,907 $543K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.6% 5,902 $543K
Spirit of America Management Corp. 0.11% Add +9.3% 5,900 $543K
Probity Advisors, Inc. 0.10% Reduce -3.3% 5,900 $543K
Verus Financial Partners, Inc. 0.06% No change 5,950 $542K
Kapstone Financial Advisors LLC 0.31% Reduce -0.0% 5,885 $541K
Schulhoff & Co. Inc. 0.24% Reduce -2.1% 5,875 $540K
OMC Financial Services LTD 0.24% No change 5,867 $539K
Austin Private Wealth, LLC 0.05% Add +9.7% 5,856 $538K
Diligent Investors, LLC 0.13% Reduce -1.6% 5,855 $538K
Cross Staff Investments Inc 0.41% No change 5,835 $537K
Optimum Investment Advisors 0.25% No change 5,833 $536K
Bar Harbor Wealth Management 0.04% No change 5,807 $534K
Fortress Private Ledger, LLC 0.30% Add +1.7% 5,803 $534K
Alpha Cubed Investments, LLC 0.02% Add +5.4% 5,779 $531K
O'ROURKE & COMPANY, Inc 0.26% Add +0.1% 5,778 $531K
Knollwood Investment Advisory, LLC 0.06% No change 5,776 $531K
M.E. Allison & Co., Inc. 0.52% Add +94.7% 5,756 $529K
Convergence Investment Partners, LLC 0.15% New 5,750 $529K
Summit Asset Management, LLC 0.09% Add +0.3% 5,746 $528K
Hickory Point Bank & Trust 0.46% Reduce -0.9% 5,743 $528K
Motco 0.06% Add +3.8% 5,729 $527K
IVC Wealth Advisors LLC 0.28% Add +0.1% 5,716 $526K
Financial Partners Group, LLC 0.23% Reduce -3.4% 5,714 $525K
Ausdal Financial Partners, Inc. 0.04% Add +7.7% 5,686 $523K
Moody National Bank Trust Division 0.05% Add +7.5% 5,676 $522K
Journey Strategic Wealth LLC 0.02% Add +14.7% 5,668 $521K
Fee-Only Financial Planning, L.C. 0.35% No change 5,650 $520K
RFG - Bristol Wealth Advisors, LLC 0.17% Reduce -2.2% 5,629 $518K
Centiva Capital, LP 0.03% New 5,628 $517K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.06% No change 5,625 $517K
Stratos Wealth Advisors, LLC 0.03% Reduce -6.3% 5,623 $517K
Apexium Financial, LP 0.03% Add +17.9% 5,623 $517K
TBH Global Asset Management, LLC 0.10% Reduce -7.5% 5,617 $516K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Add +20.4% 5,612 $516K
Capital Asset Advisory Services LLC 0.03% Add +1.8% 5,640 $515K
Ballew Advisors, Inc 0.35% Reduce -2.0% 5,730 $515K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 5,600 $515K
SCS Capital Management LLC 0.01% New 5,597 $515K
GPS Wealth Strategies Group, LLC 0.07% Reduce -6.4% 5,593 $514K
Vista Investment Partners Ii, LLC 0.28% Add +0.4% 5,592 $514K
Brighton Securities Corp. 0.25% Add +0.6% 5,590 $514K
Asahi Life Asset Management Co., LTD. 0.33% New 5,590 $514K
Doliver Advisors, LP 0.14% Reduce -2.6% 5,578 $513K
OneAscent Investment Solutions LLC 0.61% — 5,551 $510K
Woodward Diversified Capital, LLC 0.36% Add +7.6% 5,532 $509K
Donald L. Hagan, LLC 0.26% Add +0.0% 5,485 $504K
Mathes Company, Inc. 0.21% No change 5,450 $501K
Cohen Investment Advisors LLC 0.29% Reduce -0.9% 5,439 $500K
Moseley Investment Management Inc. 0.20% Reduce -13.6% 5,437 $500K
Childress Capital Advisors, LLC 0.14% Add +4.8% 5,429 $499K
Legacy Financial Advisors, Inc. 0.08% Add +7.8% 5,425 $499K
Pinnacle Wealth Management Group, Inc. 0.35% No change 5,424 $499K
Tributary Capital Management, LLC 0.04% Reduce -3.3% 5,415 $498K
Pinnacle West Asset Management, Inc. 0.36% No change 5,405 $497K
BOS Asset Management, LLC 0.17% No change 5,400 $497K
Bienville Capital Management, LLC 0.12% No change 5,400 $497K
Wilkins Investment Counsel Inc. 0.07% No change 5,400 $497K
PSI Advisors, LLC 0.16% Reduce -10.3% 5,399 $496K
Clarity Wealth Development LLC 0.55% No change 5,396 $496K
Keebeck Wealth Management 0.07% Add +5.9% 5,391 $496K
Cornerstone Wealth Management, LLC 0.03% Add +12.1% 5,376 $494K
TruWealth Advisors, LLC 0.03% Reduce -1.2% 5,370 $494K
Willis Investment Counsel 0.03% Add +50.5% 5,367 $493K
Mindset Wealth Management, LLC 0.19% Add +24.2% 5,356 $493K
Summit Financial Wealth Advisors, LLC 0.10% Reduce -2.7% 5,347 $492K
Moss Adams Wealth Advisors LLC 0.05% Add +26.5% 5,324 $490K
Joel Adams & Associates, Inc. 0.44% Add +3.9% 5,315 $489K
Cypress Capital Group 0.06% Reduce -8.8% 5,300 $487K
Cerro Pacific Wealth Advisors LLC 0.16% Add +16.1% 5,911 $487K
Colonial Trust Advisors 0.04% Add +9.2% 5,282 $486K
Hartline Investment Corp./ 0.06% No change 5,260 $484K
Correct Capital Wealth Management 0.10% No change 5,250 $483K
Davis Investment Partners, LLC 0.21% Add +0.0% 5,290 $482K
First National Bank & Trust Co. of Newtown 0.10% No change 5,235 $481K
Drake & Associates, LLC 0.13% Add +31.5% 5,218 $480K
United Community Bank 0.18% Add +4.3% 5,215 $480K
Consolidated Portfolio Review Corp 0.08% New 5,213 $479K
Retirement Planning Group, LLC 0.02% Add +4.6% 5,208 $479K
FineMark National Bank & Trust 0.02% Add +10.6% 5,204 $479K
South Plains Financial, Inc. 0.37% Reduce -54.3% 5,194 $478K
Eastover Investment Advisors LLC 0.23% No change 5,185 $477K
Sigma Investment Counselors Inc. 0.03% Add +1.3% 5,177 $476K
Carolinas Wealth Consulting LLC 0.10% Add +0.8% 5,173 $476K
GHP Investment Advisors, Inc. 0.02% Add +6.4% 5,172 $476K
Armstrong Advisory Group, Inc. 0.04% No change 5,765 $475K
Cladis Investment Advisory, LLC 0.34% No change 5,160 $474K
Cornerstone Advisory, LLC 0.06% Reduce -6.8% 5,201 $474K
Cozad Asset Management Inc. 0.05% Reduce -3.7% 5,150 $474K
Altfest L J & Co. Inc. 0.06% Reduce -52.7% 5,138 $472K
WealthTrust Axiom LLC 0.14% No change 5,138 $472K
Veracity Capital LLC 0.18% Reduce -0.8% 5,110 $470K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.48% Reduce -40.2% 5,101 $469K
Forum Financial Management, LP 0.01% Reduce -0.2% 5,099 $469K
Wealth Quarterback LLC 0.26% Add +5.8% 5,079 $467K
Rise Advisors, LLC 0.21% Reduce -11.5% 5,073 $466K
Avestar Capital, LLC 0.04% Reduce -19.4% 5,068 $466K
MBL Wealth, LLC 0.05% New 5,061 $465K
First Fiduciary Investment Counsel, Inc. 0.10% No change 5,060 $465K
Nicolet Advisory Services, LLC 0.05% Reduce -5.1% 5,215 $464K
Wynn Capital, LLC 0.28% Reduce -3.0% 5,041 $464K
Glass Jacobson Investment Advisors llc 0.15% No change 5,630 $463K
Capital Investment Counsel, Inc 0.07% No change 5,038 $463K
Altus Wealth Group LLC 0.22% Add +0.2% 5,032 $463K
JB Capital LLC 0.03% Add +0.1% 5,019 $462K
Aster Capital Management (DIFC) Ltd 0.09% Add +59.1% 5,139 $461K
Virtue Capital Management, LLC 0.05% Add +7.4% 5,010 $460K
Argent Advisors, Inc. 0.15% Add +6.7% 5,002 $460K
Rithm Capital Corp. 1.32% Add +42.9% 5,000 $460K
Corps Capital Advisors, LLC 0.48% No change 5,000 $460K
Rosenberg Matthew Hamilton 0.12% Reduce -1.5% 4,994 $459K
Uptick Partners, LLC 0.16% Add +0.0% 4,986 $459K
Bridgewater Advisors Inc. 0.04% New 5,006 $458K
Slagle Financial, LLC 0.20% Reduce -6.5% 4,965 $457K
Lokken Investment Group LLC 0.19% Add +4.6% 4,961 $456K
Certuity, LLC 0.05% Add +1.2% 4,950 $455K
Fulton Breakefield Broenniman LLC 0.03% Reduce -1.7% 4,921 $452K
Lee Danner & Bass Inc. 0.04% No change 4,920 $452K
Beese Fulmer Investment Management, Inc. 0.04% No change 4,885 $449K
Valued Retirements, Inc. 0.59% Reduce -1.8% 4,876 $448K
Cim Investment Management Inc. 0.10% Reduce -0.1% 4,870 $448K
Godsey & Gibb, Inc. 0.04% No change 4,858 $447K
Gentry Private Wealth, LLC 0.37% New 4,848 $446K
Key Client Fiduciary Advisors, LLC 0.21% Add +1.6% 4,840 $445K
Ferguson Wellman Capital Management, Inc. 0.01% Add +11.0% 4,835 $445K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -12.7% 4,812 $442K
Two Sigma Investments, LP 0.00% Reduce -69.2% 4,800 $441K
Capital Advisors Wealth Management, LLC 0.08% Add +4.8% 4,798 $441K
Wealth Management Associates, Inc. 0.19% Reduce -13.2% 4,793 $441K
Nadler Financial Group, Inc. 0.05% No change 4,775 $439K
McGowan Group Asset Management, Inc. 0.06% Add +1.6% 4,756 $437K
UNIVEST FINANCIAL Corp 0.03% Add +9.5% 4,751 $437K
Resolute Wealth Strategies, LLC 0.24% Add +84.3% 4,742 $436K
Nikulski Financial, Inc. 0.13% Add +17.8% 4,737 $436K
Tranquility Partners, LLC 0.17% Reduce -0.1% 4,729 $435K
RB Capital Management, LLC 0.11% Reduce -3.3% 4,729 $435K
Manske Wealth Management 0.16% Reduce -4.7% 4,720 $434K
Boston Research & Management Inc. 0.11% No change 4,710 $433K
Heritage Wealth Management, Inc. 0.15% Reduce -1.3% 4,706 $433K
Bridges Investment Management Inc. 0.01% No change 4,689 $431K
CenterStar Asset Management, LLC 0.62% New 4,678 $430K
T. Rowe Price Investment Management, Inc. 0.00% New 4,671 $430K
EWG Elevate Inc. 0.16% Add +0.1% 4,667 $429K
Thomas Story & Son LLC 0.17% No change 4,650 $428K
Oppenheimer Asset Management Inc. 0.01% Add +4.1% 4,645 $427K
AdviceOne Advisory Services, LLC 0.35% No change 4,633 $426K
Violich Capital Management, Inc. 0.06% No change 4,629 $426K
Walkner Condon Financial Advisors LLC 0.09% Reduce -20.4% 4,629 $426K
Drive Wealth Management, LLC 0.10% Add +3.7% 4,621 $425K
KG Capital Management 0.14% Reduce -0.9% 4,674 $425K
L2 Asset Management, LLC 0.09% Add +9.9% 4,620 $425K
Sargent Investment Group, LLC 0.07% Add +0.0% 4,619 $425K
Duncker Streett & Co. Inc. 0.08% No change 4,615 $424K
CMG Global Holdings, LLC 0.28% Reduce -4.9% 4,660 $424K
Firestone Capital Management 0.11% Add +7.8% 4,612 $424K
St Germain D J Co. Inc. 0.02% Reduce -42.0% 4,595 $423K
Phoenix Financial Ltd. 0.01% New 4,572 $422K
Avidian Wealth Enterprises, LLC 0.02% Reduce -3.9% 4,591 $422K
Syntegra Private Wealth Group, LLC 0.05% Add +0.7% 4,576 $421K
Smith Anglin Financial, LLC 0.04% Reduce -32.2% 4,571 $420K
Independent Financial Group, LLC 0.01% Reduce -4.7% 4,559 $419K
Relyea Zuckerberg Hanson LLC 0.06% Add +5.8% 4,559 $419K
Blake Schutter Theil Wealth Advisors, LLC 0.48% Reduce -2.6% 4,558 $419K
PGIM Custom Harvest LLC 0.01% Add +0.2% 4,551 $418K
Hummer Financial Advisory Services Inc 0.34% Add +4.6% 4,550 $418K
Transcend Capital Advisors, LLC 0.03% Add +12.9% 4,545 $418K
MKT Advisors LLC 0.20% Add +0.2% 4,784 $417K
Seelaus Asset Management LLC 0.40% No change 4,513 $415K
Rainey & Randall Wealth Advisors Inc. 0.08% New 4,491 $413K
Orca Wealth Management, LLC 0.37% Add +0.0% 4,480 $412K
Fortis Advisors, LLC 0.27% Add +20.1% 4,475 $411K
Campion Asset Management 0.32% No change 4,474 $411K
Members Wealth LLC 0.31% Add +0.3% 4,467 $411K
Birch Financial Group, LLC 0.37% Add +83.4% 4,465 $411K
Investment House LLC 0.02% No change 4,458 $410K
Bluespring Wealth Management, LLC 0.04% Add +0.6% 4,455 $410K
J. L. Bainbridge & Co., Inc. 0.04% Add +0.1% 4,452 $409K
Fonville Wealth Management LLC 0.12% Reduce -2.6% 4,457 $408K
Gsa Capital Partners LLP 0.04% Reduce -10.8% 4,432 $408K
V-Square Quantitative Management LLC 0.06% Reduce -7.8% 4,437 $408K
Truvestments Capital LLC 0.09% Add +46.5% 4,436 $408K
Penobscot Investment Management Company, Inc. 0.04% No change 4,435 $408K
TCI Wealth Advisors, Inc. 0.03% Add +1.3% 4,432 $408K
Gateway Wealth Partners, LLC 0.09% New 4,429 $407K
Crews Bank & Trust 0.07% No change 4,425 $407K
KMG Fiduciary Partners, LLC 0.03% Reduce -0.3% 4,424 $407K
Bey-Douglas LLC 0.37% Reduce -0.2% 4,423 $407K
Jane Street Group, LLC 0.00% Reduce -71.7% 4,403 $405K
World Equity Group, Inc. 0.12% Reduce -50.9% 4,449 $404K
Cape Cod Five Cents Savings Bank 0.04% No change 4,475 $404K
MBM Wealth Consultants, LLC 0.12% Add +13.6% 4,386 $403K
Trust Co of the South 0.08% Add +1.0% 4,353 $400K
Flaharty Asset Management, LLC 0.06% Reduce -8.4% 4,350 $400K
Coppell Advisory Solutions LLC 0.06% Add +6.8% 4,368 $399K
Plante Moran Financial Advisors, LLC 0.03% Reduce -8.5% 4,336 $399K
Wealthspan Partners, LLC 0.18% Add +0.1% 4,334 $399K
Syverson Strege & Co 0.13% Add +1.4% 4,326 $398K
Longview Financial Advisors, Inc. 0.34% Add +0.1% 4,316 $397K
Spectrum Wealth Advisory Group, LLC 0.19% Add +21.3% 4,298 $395K
HC Advisors, LLC 0.29% Add +84.1% 4,283 $394K
Scotia Capital Inc. 0.00% Reduce -15.9% 4,278 $393K
United Advisor Group, LLC 0.08% Reduce -24.9% 4,274 $393K
Palumbo Wealth Management LLC 0.13% Add +9.0% 4,261 $392K
Auxano Advisors, LLC 0.10% Add +12.0% 4,258 $392K
Fiducient Advisors LLC 0.05% New 4,253 $391K
Arkos Global Advisors 0.06% Add +54.5% 4,255 $391K
Agp Franklin, LLC 0.24% Add +3.0% 4,290 $391K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -98.4% 4,241 $390K
Legacy Advisors, LLC 0.04% Reduce -52.3% 4,240 $390K
Keynote Financial Services LLC 0.28% No change 4,238 $390K
Independence Bank of Kentucky 0.06% No change 4,230 $389K
Meridian Financial Advisors, LLC 0.27% Reduce -8.6% 4,227 $389K
GEM Asset Management, LLC 0.22% No change 4,230 $388K
GeoWealth Management, LLC 0.02% Reduce -32.9% 4,218 $388K
Radnor Capital Management, LLC 0.06% No change 4,200 $386K
Appleton Partners Inc. 0.03% No change 4,196 $386K
Asset Dedication, LLC 0.03% Add +0.3% 4,193 $386K
Southland Equity Partners LLC 0.09% Reduce -1.3% 4,190 $385K
SageView Advisory Group, LLC 0.02% Add +2.1% 4,186 $385K
Brandywine Oak Private Wealth LLC 0.04% No change 4,179 $384K
Byrne Asset Management LLC 0.33% New 4,175 $384K
Garde Capital, Inc. 0.02% No change 4,174 $384K
Trilogy Capital Inc. 0.02% Add +0.4% 4,174 $384K
Level Wealth Management LLC 0.25% No change 4,172 $384K
Brown, Lisle/Cummings, Inc. 0.11% Reduce -3.4% 4,166 $383K
Hodges Capital Management Inc. 0.04% Reduce -1.2% 4,150 $382K
Sovran Advisors, LLC 0.05% Add +11.8% 4,159 $382K
1ST Source Bank 0.02% Reduce -1.7% 4,150 $382K
Requisite Capital Management, LLC 0.09% Reduce -19.2% 4,144 $381K
Legacy Wealth Management, LLC 0.03% Reduce -13.9% 4,143 $381K
Trust Co. of Toledo NA 0.05% Reduce -4.6% 4,135 $380K
Thompson Investment Management, Inc. 0.06% Reduce -0.1% 4,128 $380K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -98.3% 4,120 $379K
Oak Thistle LLC 0.08% New 4,085 $376K
Claris Financial LLC 0.25% No change 4,560 $375K
American State Bank (Iowa) 0.23% No change 4,081 $375K
Bayforest Capital Ltd 0.16% Add +295.5% 4,078 $375K
Oak Hill Wealth Advisors, LLC 0.09% No change 4,075 $375K
Hanson & Doremus Investment Management 0.05% No change 4,061 $373K
Bedel Financial Consulting, Inc. 0.05% No change 4,080 $372K
Sunbelt Securities, Inc. 0.03% Reduce -28.1% 4,044 $372K
ESL Trust Services, LLC 0.08% No change 4,043 $372K
Pinnacle Bancorp, Inc. 0.12% Add +0.8% 4,031 $371K
Worth Financial Advisory Group, LLC 0.24% New 4,027 $370K
STAR Financial Bank 0.27% Reduce -7.9% 4,021 $370K
American Financial Advisors, LLC 0.05% Reduce -13.0% 4,021 $370K
4WEALTH Advisors, Inc. 0.41% Reduce -5.1% 4,018 $369K
Altshuler Shaham Ltd 0.01% Add +163.6% 4,014 $369K
Fagan Associates, Inc. 0.06% No change 4,011 $369K
Elmwood Wealth Management, Inc. 0.15% No change 4,000 $368K
Alps Advisors Inc. 0.00% Reduce -0.0% 3,999 $368K
Semmax Financial Advisors Inc. 0.10% Add +0.7% 4,067 $367K
Plancorp, LLC 0.01% Add +5.2% 3,996 $367K
Avior Wealth Management, LLC 0.01% Add +0.6% 3,988 $367K
Park Place Capital Corp 0.10% Reduce -20.8% 3,980 $366K
BLB&B Advisors, LLC 0.02% Reduce -0.9% 3,979 $366K
Paces Ferry Wealth Advisors, LLC 0.18% Add +0.4% 3,978 $366K
Cooper Financial Group 0.05% Add +9.3% 3,976 $366K
Huntleigh Advisors, Inc. 0.06% Reduce -0.7% 3,962 $364K
Cutter & CO Brokerage, Inc. 0.09% Reduce -8.1% 3,959 $364K
Simplicity Wealth,LLC 0.03% New 3,948 $363K
Advisory Alpha, LLC 0.01% Add +2.1% 3,944 $363K
Wayfinding Financial, LLC 0.16% Add +1.1% 3,945 $362K
Mogy Joel R Investment Counsel Inc. 0.02% Reduce -2.5% 3,933 $362K
Bourne Lent Asset Management Inc. 0.16% No change 3,931 $361K
Live Oak Private Wealth LLC 0.06% No change 3,929 $361K
Spinnaker Trust 0.02% New 3,928 $361K
Klingman & Associates, LLC 0.02% Add +2.2% 3,922 $361K
Elite Financial, Inc. 0.19% Reduce -13.6% 3,919 $360K
Financial Advisors, LLC 0.07% Add +0.8% 3,912 $360K
Quent Capital, LLC 0.04% Add +1.7% 3,909 $359K
Wealth Group, Ltd. 0.23% Reduce -32.5% 3,896 $358K
ICONIQ Capital, LLC 0.01% Reduce -3.8% 3,893 $358K
Institute for Wealth Management, LLC. 0.05% Reduce -2.5% 3,885 $357K
Signal Advisors Wealth, LLC 0.03% Reduce -2.7% 3,879 $357K
Platform Technology Partners 0.10% Add +3.9% 3,872 $356K
Genesis Private Wealth, LLC 0.19% Add +1.7% 3,860 $355K
Narwhal Capital Management 0.03% No change 3,859 $355K
Cabot Wealth Management Inc. 0.05% No change 3,855 $354K
Stevens Capital Management LP 0.09% Reduce -30.8% 3,854 $354K
FLC Capital Advisors 0.08% No change 3,840 $353K
LCM Capital Management Inc 0.21% Reduce -1.1% 3,823 $352K
O'Brien Greene & Co. Inc 0.12% No change 3,821 $351K
Altus Wealth Management, LLC 0.16% No change 3,808 $350K
Meridian Investment Counsel Inc. 0.10% No change 3,802 $350K
Cornerstone Management, Inc. 0.07% Add +0.0% 3,796 $349K
King Wealth Management Group 0.05% Add +4.0% 3,783 $348K
Tennessee Valley Asset Management Partners 0.06% New 3,785 $348K
SIMA Wealth Partners, LLC 0.29% Add +0.8% 3,780 $348K
Investment Planning Advisors, Inc. 0.14% Add +6.7% 3,735 $343K
Lloyd Advisory Services, LLC. 0.17% Add +2.9% 3,727 $343K
Douglass Winthrop Advisors, LLC 0.01% Reduce -4.0% 3,725 $343K
Ellis Investment Partners, LLC 0.07% Add +0.5% 3,717 $342K
D'Orazio & Associates, Inc. 0.05% Add +3.8% 3,712 $341K
MBB Public Markets I LLC 0.04% New 3,690 $339K
Quotient Wealth Partners, LLC 0.01% Add +4.0% 3,678 $338K
Fusion Capital, LLC 0.13% Reduce -0.9% 3,675 $338K
Retirement Income Solutions, Inc. 0.07% No change 3,673 $338K
Woodard & Co. Asset Management Group Inc. 0.07% No change 3,670 $337K
Latitude Advisors, LLC 0.19% Reduce -1.5% 3,636 $334K
OMNI 360 Wealth, Inc. 0.22% Reduce -0.6% 3,628 $334K
Shufro Rose & Co. LLC 0.03% Add +26.0% 3,627 $334K
Hall Capital Management Co. Inc. 0.15% Add +3.4% 3,615 $332K
Charles Schwab Trust Co 0.03% Reduce -22.5% 3,609 $332K
MIdWestOne Financial Group, Inc. 0.05% Reduce -1.8% 3,607 $332K
Tyler-Stone Wealth Management 0.06% Add +0.5% 3,606 $332K
Proficio Capital Partners LLC 0.03% Add +1.5% 3,599 $331K
IFC Advisors LLC 0.07% Reduce -1.5% 3,595 $331K
First Citizens Financial Corp 0.19% No change 3,592 $330K
Uniting Wealth Partners, LLC 0.17% No change 3,583 $329K
Private Wealth Asset Management, LLC 0.05% — 3,583 $329K
WASHINGTON TRUST Co 0.01% Reduce -5.3% 3,560 $327K
VSM Wealth Advisory, LLC 0.12% Add +0.1% 3,549 $326K
New Hampshire Trust 0.07% Add +1.3% 3,543 $326K
Aspen Grove Capital, LLC 0.06% Add +3.2% 3,533 $325K
Wealth Management Nebraska 0.05% No change 3,531 $325K
PDS Planning, Inc 0.03% Add +16.9% 3,530 $325K
Brass Tax Wealth Management, Inc. 0.07% Add +4.6% 3,527 $324K
Enclave Advisors LLC 0.06% Add +0.4% 3,526 $324K
New Republic Capital, LLC 0.14% Add +7.5% 3,525 $324K
First American Trust, FSB 0.03% Reduce -9.1% 3,518 $323K
Symmetry Partners, LLC 0.04% No change 3,516 $323K
St. Louis Trust Co 0.05% No change 3,500 $322K
Signature Estate & Investment Advisors LLC 0.01% New 3,496 $321K
Integris Wealth Management, LLC 0.09% Reduce -3.1% 3,488 $321K
Stanley-Laman Group, Ltd. 0.05% Reduce -1.4% 3,485 $320K
Parallax Volatility Advisers, L.P. 0.01% New 3,477 $320K
Arbor Trust Wealth Advisors, LLC 0.15% Reduce -4.6% 3,471 $319K
WealthBridge Capital Management, LLC 0.09% No change 3,460 $318K
Cromwell Holdings LLC 0.20% Add +10.9% 3,459 $318K
Crestwood Advisors Group, LLC 0.01% Add +30.1% 3,454 $318K
Sterling Capital Management LLC 0.00% Add +0.8% 3,452 $317K
Stonebridge Capital Advisors LLC 0.03% Reduce -6.3% 3,452 $317K
Wedgewood Investors Inc. 0.38% No change 3,450 $317K
Satovsky Asset Management LLC 0.07% Add +0.8% 3,446 $317K
Fortitude Advisory Group L.L.C. 0.23% Reduce -1.4% 3,494 $316K
Philip James Wealth Mangement, LLC 0.04% Reduce -0.7% 3,420 $314K
Heartland Bank & Trust Co 0.16% Reduce -12.4% 3,397 $312K
Premier Path Wealth Partners, LLC 0.05% Reduce -2.5% 3,383 $311K
Leslie Global Wealth, LLC 0.15% New 3,379 $311K
Stephens Consulting, LLC 0.08% Add +15.4% 3,377 $311K
Nalls Sherbakoff Group, LLC 0.25% — 3,357 $309K
Sentry Investment Management LLC 0.21% New 3,530 $308K
DF Dent & Co. Inc. 0.00% No change 3,341 $307K
Inscription Capital, LLC 0.05% — 4,278 $307K
Willis Johnson & Associates, Inc. 0.02% Add +0.1% 3,333 $306K
Zullo Investment Group, Inc. 0.13% Reduce -1.0% 3,327 $306K
Gibbs Wealth Management 0.07% Add +5.2% 3,317 $305K
USAdvisors Wealth Management, LLC 0.11% Add +2.4% 3,327 $305K
Cedar Mountain Advisors, LLC 0.07% Add +0.8% 3,314 $305K
Alpha Omega Wealth Management LLC 0.06% Add +6.4% 3,307 $304K
Morris Financial Concepts, Inc. 0.13% Reduce -9.4% 3,304 $304K
Magnolia Wealth Management, LLC 0.22% No change 3,301 $304K
Callan Capital, LLC 0.02% New 3,301 $304K
Bank of New Hampshire 0.08% Add +10.9% 3,293 $303K
Summit Wealth Partners, LLC 0.06% No change 3,290 $303K
WealthTrust Asset Management, LLC 0.22% Add +0.1% 3,284 $302K
PBMares Wealth Management LLC 0.06% Add +0.1% 3,279 $302K
Sivia Capital Partners, LLC 0.14% Add +4.6% 3,275 $301K
MJT & Associates Financial Advisory Group, Inc. 0.29% — 3,274 $301K
SkyOak Wealth, LLC 0.07% New 3,265 $300K
Sittner & Nelson, LLC 0.13% Add +0.5% 3,261 $300K
Royal Fund Management, LLC 0.04% Add +0.7% 3,253 $299K
Neville Rodie & Shaw Inc. 0.02% Add +22.4% 3,245 $299K
Insigneo Advisory Services, LLC 0.03% Add +3.2% 3,249 $299K
Insight Advisors, LLC/ PA 0.05% No change 3,247 $299K
FSA Advisors, Inc. 0.24% New 3,246 $298K
Catalyst Financial Partners LLC 0.05% Reduce -2.1% 3,242 $298K
Petros Family Wealth, LLC 0.33% Add +2.1% 3,239 $298K
Sound Income Strategies, LLC 0.02% Reduce -56.8% 3,232 $297K
Investment Advisory Services Inc. /TX 0.11% Add +0.6% 3,226 $297K
Choate Investment Advisors 0.01% Add +1.6% 3,216 $296K
Power Wealth Management LLC 0.12% Add +0.8% 3,204 $295K
Private Capital Advisors, Inc. 0.04% No change 3,200 $294K
Patriot Investment Management Group, Inc. 0.02% Reduce -1.9% 3,199 $294K
Zhang Financial LLC 0.02% Reduce -8.1% 3,195 $294K
Calton & Associates, Inc. 0.07% New 3,194 $294K
Biltmore Wealth Management, LLC 0.12% Add +0.1% 3,194 $294K
Coastline Trust Co 0.04% Add +46.2% 3,188 $293K
Leigh Baldwin & Co., LLC 0.24% Add +0.4% 3,181 $293K
Code Waechter LLC 0.24% New 3,173 $292K
Chesapeake Wealth Management 0.10% Reduce -1.9% 3,173 $292K
Quadrant Private Wealth Management, LLC 0.07% Reduce -6.8% 3,171 $292K
Rossmore Private Capital 0.04% Add +0.2% 3,164 $291K
Wela Strategies, Inc. 0.12% Add +1.4% 3,160 $291K
Meadow Creek Wealth Advisors LLC 0.22% Add +0.6% 3,158 $290K
Eagle Wealth Strategies LLC 0.18% Reduce -7.0% 3,156 $290K
Savvy Advisors, Inc. 0.03% Add +2.8% 3,155 $290K
Zevin Asset Management LLC 0.05% No change 3,150 $290K
Dover Advisors, LLC 0.13% New 3,151 $290K
Compass Wealth Management LLC 0.07% No change 3,150 $290K
Financial Partners Group, Inc 0.04% Add +0.5% 3,144 $289K
PFC Capital Group, Inc. 0.15% No change 3,150 $289K
Aurdan Capital Management, LLC 0.11% No change 3,139 $289K
May Hill Capital, LLC 0.11% Reduce -9.5% 3,137 $288K
Worth Asset Management, LLC 0.16% Add +11.4% 3,128 $288K
Pure Financial Advisors, LLC 0.01% Add +17.2% 3,124 $287K
Beacon Bank & Trust 0.07% Add +5.6% 3,118 $287K
Gilman Hill Asset Management, LLC 0.05% Reduce -2.4% 3,115 $286K
Brookwood Investment Group LLC 0.05% — 3,115 $286K
Pure Portfolios Holdings LLC 0.11% Reduce -6.0% 3,114 $286K
AMG National Trust Bank 0.01% Add +0.8% 3,112 $286K
Kaydan Wealth Management, Inc. 0.09% Reduce -6.2% 3,111 $286K
Capital Planning Advisors, LLC 0.04% Add +0.8% 3,104 $285K
Colonial Trust Co / SC 0.04% Reduce -9.2% 3,103 $285K
Brendel Financial Advisors LLC 0.17% No change 3,100 $285K
Sapient Capital LLC 0.01% Add +0.2% 3,090 $284K
VeraBank, N.A. 0.08% Reduce -6.0% 3,077 $283K
Warwick Investment Management, Inc. 0.06% Add +8.2% 3,073 $283K
Rappaport Reiches Capital Management, LLC 0.07% Add +7.8% 3,068 $282K
Peak Asset Management, LLC 0.05% Reduce -20.9% 3,060 $281K
Barnett & Company, Inc. 0.24% Reduce -0.0% 3,058 $281K
Argus Investors' Counsel, Inc. 0.21% Reduce -0.2% 3,049 $280K
Prospect Financial Services LLC 0.16% Add +1.6% 3,049 $280K
Paragon Private Wealth Management, LLC 0.13% New 3,031 $279K
Ironsides Asset Advisors, LLC 0.08% No change 3,030 $279K
Joel Isaacson & Co., LLC 0.01% Add +2.6% 3,028 $278K
Davis R M Inc. 0.01% Add +0.6% 3,024 $278K
Searcy Financial Services Inc. 0.12% Reduce -5.1% 3,018 $278K
Gryphon Financial Partners LLC 0.04% Add +5.1% 3,017 $277K
Grandview Asset Management LLC 0.11% Add +0.6% 3,008 $277K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% No change 3,002 $276K
KKM Financial LLC 0.12% No change 3,001 $276K
MRP Capital Investments, LLC 0.26% New 3,000 $276K
Asset Management Advisors, LLC 0.19% No change 3,000 $276K
Anchor Capital Advisors LLC 0.01% No change 3,000 $276K
KRS Capital Management, LLC 0.22% Reduce -4.3% 3,000 $276K
CRA Financial Services, LLC 0.05% No change 2,999 $276K
Baader Bank Aktiengesellschaft 0.03% Add +5.7% 3,040 $276K
First Financial Bankshares Inc 0.01% No change 2,993 $275K
Gerber, LLC 0.23% Reduce -2.0% 2,984 $274K
Ardent Capital Management, Inc. 0.12% Reduce -4.7% 2,982 $274K
Vermillion Wealth Management, Inc. 0.08% No change 2,979 $274K
Luts & Greenleigh Group, Inc. 0.27% Add +0.1% 2,976 $274K
Berry Wealth Group, LP 0.21% Add +0.4% 2,966 $273K
Athena Investment Management 0.16% Reduce -5.3% 2,958 $272K
Peak Retirement Planning, Inc. 0.15% New 2,958 $272K
Soltis Investment Advisors LLC 0.02% Reduce -10.5% 2,955 $272K
Lazari Capital Management, Inc. 0.11% Reduce -7.6% 2,950 $271K
Beck Mack & Oliver LLC 0.01% Reduce -14.5% 2,950 $271K
Strategic Advisors LLC 0.05% Reduce -34.8% 2,943 $271K
Glass Wealth Management Co LLC 0.16% Reduce -17.5% 2,940 $270K
Arax Advisory Partners 0.02% Add +132.0% 2,930 $269K
Harvey Investment Co. LLC 0.03% No change 2,926 $269K
Duncan Williams Asset Management, LLC 0.10% Add +1.6% 2,924 $269K
Ironwood Investment Counsel, LLC 0.05% Add +9.2% 2,918 $268K
Saxony Capital Management, LLC 0.23% Reduce -5.3% 2,907 $267K
Continuum Advisory, LLC 0.03% Add +63.3% 2,906 $267K
Gateway Investment Advisers LLC 0.00% Add +0.2% 2,906 $267K
Buttonwood Financial Advisors Inc. 0.12% No change 2,905 $267K
Intellus Advisors LLC 0.05% No change 2,902 $267K
CYBER HORNET ETFs LLC 0.27% Add +0.0% 2,896 $266K
FDx Advisors, Inc. 0.09% Reduce -13.5% 2,891 $266K
Octavia Wealth Advisors, LLC 0.03% No change 2,892 $266K
Ledgewood Wealth Advisors, LLC 0.17% No change 2,892 $266K
VestGen Advisors, LLC 0.01% — 2,885 $265K
Councilmark Asset Management, LLC 0.18% No change 2,883 $265K
Ipsen Advisor Group LLC 0.23% Reduce -2.1% 2,879 $265K
Hamilton Point Investment Advisors, LLC 0.05% Reduce -0.2% 2,878 $265K
N.E.W. Advisory Services LLC 0.02% Add +1.1% 2,874 $264K
Forefront Wealth Management Inc. 0.24% Reduce -1.4% 2,872 $264K
Cannon Wealth Management Services, LLC 0.24% Reduce -8.8% 2,864 $264K
Exchange Capital Management, Inc. 0.04% Reduce -2.2% 2,869 $264K
Northwest Bancshares, Inc. 0.05% Reduce -5.3% 2,867 $264K
Chelsea Counsel Co. 0.14% Add +3.6% 2,855 $263K
Williams Jones Wealth Management, LLC. 0.00% Reduce -18.1% 2,828 $260K
Haven Capital Group, Inc. 0.29% No change 2,825 $260K
MBE Wealth Management, LLC 0.12% Add +4.4% 2,827 $260K
North Star Asset Management Inc. 0.01% No change 2,826 $260K
Sunpointe, LLC 0.14% Reduce -8.2% 2,818 $259K
E Fund Management Co., Ltd. 0.01% Add +3.9% 2,817 $259K
Optimize Financial Inc. 0.10% New 2,816 $259K
Advyzon Investment Management, LLC 0.09% Reduce -3.4% 2,812 $259K
FSA Wealth Management LLC 0.11% No change 2,812 $259K
Finer Wealth Management, Inc. 0.15% No change 2,808 $258K
LaSalle St. Investment Advisors, LLC 0.06% New 2,807 $258K
Brown Financial Advisory 0.16% Add +12.7% 2,803 $258K
Peoples Bank 0.17% No change 2,800 $257K
Baron Wealth Management LLC 0.11% New 2,788 $256K
Evanson Asset Management, LLC 0.02% New 2,779 $256K
Pine Haven Investment Counsel, Inc 0.21% No change 2,773 $255K
Westpac Banking Corp. 0.02% Reduce -87.7% 2,770 $255K
Boyar Asset Management Inc. 0.18% Reduce -17.8% 2,765 $254K
MJP Associates Inc. 0.05% Add +6.1% 2,764 $254K
44 Wealth Management LLC 0.10% Reduce -4.3% 2,754 $253K
NorthStar Asset Management LLC 0.16% New 2,748 $253K
111 Capital 0.05% Reduce -62.9% 2,740 $252K
Gradient Investments LLC 0.01% Add +0.7% 2,725 $251K
Pavion Blue Capital, LLC 0.12% No change 2,715 $250K
Legacy Edge Advisors, LLC 0.04% Reduce -1.1% 2,714 $250K
KLCM Advisors, Inc. 0.03% Reduce -0.9% 2,708 $249K
Total Clarity Wealth Management, Inc. 0.08% No change 3,021 $249K
Rodgers & Associates, LTD 0.03% Add +0.8% 2,705 $249K
Callahan Advisors, LLC 0.02% Add +4.8% 2,700 $248K
Landscape Capital Management, L.L.C. 0.02% New 2,699 $248K
Crew Capital Management, Ltd 0.20% No change 2,698 $248K
Vista Investment Partners LLC 0.08% No change 2,698 $248K
Oxford Financial Group, LTD. LLC 0.02% Reduce -31.1% 2,698 $248K
Byrne Financial Freedom, LLC 0.14% Reduce -7.1% 2,696 $248K
Strategic Financial Services, Inc. 0.01% No change 2,689 $247K
Westside Investment Management, Inc. 0.05% No change 2,682 $247K
PYA Waltman Capital, LLC 0.08% No change 2,676 $246K
Waterford Advisors, LLC 0.10% No change 2,671 $246K
Maripau Wealth Management LLC 0.14% Reduce -0.5% 2,670 $245K
Turning Point Benefit Group, Inc. 0.23% Reduce -31.7% 2,814 $245K
Resonant Capital Advisors, LLC 0.02% New 2,661 $245K
Unified Investment Management 0.29% Add +0.0% 2,656 $244K
Chickasaw Capital Management LLC 0.01% No change 2,652 $244K
First Manhattan Co. Llc. 0.00% Add +0.0% 2,650 $244K
Sompo Asset Management Co., Ltd. 0.05% No change 2,640 $243K
Whittier Trust Co. of Nevada Inc. 0.01% Add +5.2% 2,634 $242K
Parkside Financial Bank & Trust 0.03% Add +4.5% 2,626 $241K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,646 $241K
NBW Capital LLC 0.05% New 2,617 $241K
Nova R Wealth, Inc. 0.12% Add +0.1% 2,616 $241K
Colonial River Investments, LLC 0.13% Reduce -30.4% 2,612 $240K
Badgley Phelps Wealth Managers, LLC 0.01% Add +0.0% 2,611 $240K
Barlow Wealth Partners, LLC 0.03% New 2,653 $240K
Wood Tarver Financial Group, LLC 0.08% Reduce -12.9% 2,609 $240K
VestGen Investment Management 0.18% New 2,606 $240K
Laffer Tengler Investments, Inc. 0.06% No change 2,600 $239K
Curran Financial Partners, LLC 0.06% Reduce -6.6% 2,591 $238K
Marcum Wealth, LLC 0.02% Reduce -8.0% 2,589 $238K
Princeton Global Asset Management LLC 0.05% Reduce -18.2% 2,585 $238K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Add +4.0% 2,580 $237K
Q3 Asset Management 0.16% New 2,586 $237K
Alteri Wealth LLC 0.10% Reduce -12.2% 2,577 $237K
Traphagen Investment Advisors LLC 0.02% New 2,576 $237K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -0.7% 2,574 $237K
Samalin Investment Counsel, LLC 0.10% Add +0.3% 2,573 $237K
Longboard Asset Management, LP 0.69% No change 2,573 $237K
Francis Financial, Inc. 0.06% Reduce -9.2% 2,570 $236K
Mayflower Financial Advisors, LLC 0.04% Add +0.9% 2,566 $236K
Foster Group, Inc. 0.01% New 2,565 $236K
Revolve Wealth Partners, LLC 0.03% Add +3.0% 2,558 $235K
LMCG Investments, LLC 0.02% No change 2,550 $234K
Horan Securities, Inc. 0.09% Add +0.1% 2,544 $234K
Meriwether Wealth & Planning, LLC 0.15% No change 2,542 $234K
Traveka Wealth, LLC 0.13% New 2,538 $233K
Keystone Financial Group, Inc. 0.16% Reduce -2.8% 2,558 $233K
Holos Integrated Wealth LLC 0.15% No change 2,530 $233K
Madrona Financial Services, LLC 0.06% Reduce -0.4% 2,529 $233K
GC Wealth Management RIA, LLC 0.04% New 2,528 $232K
Versant Capital Management, Inc 0.04% Add +99.8% 2,522 $232K
Tobam 0.10% Reduce -40.5% 2,507 $231K
Per Stirling Capital Management, LLC. 0.03% Add +0.6% 2,502 $230K
Greenfield Savings Bank 0.11% No change 2,501 $230K
AA Financial Advisors, LLC 0.06% No change 2,501 $230K
Enhancing Capital LLC 0.18% No change 2,500 $230K
Godshalk Welsh Capital Management, Inc. 0.15% No change 2,500 $230K
Fayez Sarofim & Co 0.00% No change 2,500 $230K
Abacus Planning Group, Inc. 0.04% New 2,498 $230K
Advance Capital Management, Inc. 0.01% Reduce -0.6% 2,489 $229K
Alexander Labrunerie & Co., Inc. 0.10% Reduce -7.5% 2,486 $229K
Kingdom Financial Group LLC. 0.17% Reduce -32.7% 2,485 $228K
Tucker Asset Management LLC 0.07% Reduce -8.3% 2,483 $228K
Opinicus Capital, Inc. 0.20% Reduce -8.2% 2,481 $228K
Cornerstone Planning Group LLC 0.05% Add +11.8% 2,502 $228K
Cary Street Partners Investment Advisory LLC 0.13% Add +10.8% 2,480 $228K
Seven Springs Wealth Group, LLC 0.08% No change 2,474 $227K
Keeler & Nadler Financial Planning & Wealth Management 0.10% Reduce -2.2% 2,496 $227K
Forbes J M & Co. LLP 0.02% No change 2,472 $227K
Jacobsen Capital Management 0.10% Add +0.5% 2,468 $227K
Santori & Peters, Inc. 0.09% Add +0.7% 2,467 $227K
Delta Investment Management, LLC 0.05% Add +0.0% 2,466 $227K
Whalen Wealth Management Inc. 0.15% Reduce -4.5% 2,465 $227K
Outfitters Financial LLC 0.20% New 2,465 $227K
Glassy Mountain Advisors, Inc. 0.08% No change 2,464 $227K
First Financial Bank - Trust Division 0.02% Reduce -12.5% 2,464 $227K
WealthShield Partners, LLC 0.03% New 2,460 $226K
Alpine Bank Wealth Management 0.04% — 2,460 $226K
Tompkins Financial Corp. 0.02% No change 2,455 $226K
Schorn Wealth LLC 0.07% New 2,453 $226K
Aldebaran Financial Inc. 0.28% New 2,450 $225K
Liberty Capital Management, Inc. 0.05% Add +0.5% 2,442 $225K
waypoint wealth counsel 0.14% Add +0.1% 2,438 $224K
SkyView Investment Advisors, LLC 0.03% New 2,436 $224K
LexAurum Advisors, LLC 0.04% No change 2,431 $224K
Founders Financial Alliance, LLC 0.05% New 2,431 $224K
Old Mission Investment Co LLC 0.07% New 2,428 $223K
Axecap Investments, LLC 0.19% New 2,426 $223K
Live Oak Investment Partners 0.18% New 2,422 $223K
Floyd Financial Group LLC 0.20% New 2,407 $221K
Prevail Innovative Wealth Advisors, LLC 0.06% New 2,405 $221K
Forbes Financial Planning, Inc. 0.16% New 2,404 $221K
Harvest Fund Management Co., Ltd 0.01% Add +5.3% 2,399 $221K
R.H. Investment Group, LLC 0.21% New 2,400 $221K
Idaho Trust Co 0.09% New 2,400 $221K
Catalyst Funds Management Pty Ltd 0.06% New 2,400 $221K
Hilton Capital Management, LLC 0.02% New 2,400 $221K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -9.9% 2,395 $220K
Wrapmanager Inc. 0.06% New 2,393 $220K
CFO4Life Group, LLC 0.04% New 2,392 $220K
Essex Investment Management Co. LLC 0.05% Reduce -0.4% 2,391 $220K
Oak Family Advisors, LLC 0.09% New 2,388 $220K
Partners in Financial Planning 0.04% New 2,386 $219K
Wealth Architects, LLC 0.02% New 2,379 $219K
MPS Loria Financial Planners, LLC 0.06% New 2,374 $218K
Bank of Stockton 0.07% New 2,370 $218K
Curi Capital, LLC 0.01% New 2,365 $217K
Creative Financial Designs Inc. 0.02% Add +31.7% 2,362 $217K
William B. Walkup & Associates, Inc. 0.13% No change 2,358 $217K
BankPlus Wealth Management LLC 0.16% New 2,352 $216K
Greenfield Seitz Capital Management, LLC 0.08% New 2,339 $215K
CVA Family Office, LLC 0.03% Add +10.0% 2,336 $215K
Frederick Financial Consultants, LLC 0.15% New 2,329 $214K
Sonata Capital Group Inc. 0.09% New 2,325 $214K
Accredited Investors Inc. 0.01% New 2,326 $214K
Muirfield Wealth Advisors LLC 0.18% New 2,320 $213K
Smithfield Trust Co 0.01% Add +20.9% 2,315 $213K
Annis Gardner Whiting Capital Advisors, LLC 0.09% No change 2,312 $213K
Noesis Capital Mangement Corp. 0.04% New 2,311 $212K
Braun-Bostich & Associates Inc. 0.16% New 2,310 $212K
Phillips Wealth Planners LLC 0.22% New 2,361 $212K
Parthenon LLC 0.03% New 2,307 $212K
Accel Wealth Management 0.08% New 2,307 $212K
Sage Private Wealth Group, LLC 0.16% New 2,305 $212K
AllGen Financial Advisors, Inc. 0.06% New 2,300 $211K
ORG Partners LLC 0.05% Add +7.1% 2,302 $211K
Alamar Capital Management, LLC 0.13% New 2,298 $211K
Tiemann Investment Advisors, LLC 0.10% New 2,295 $211K
Patrick M Sweeney & Associates, Inc. 0.16% New 2,293 $211K
Headinvest, LLC 0.04% New 2,284 $210K
Crowley Wealth Management, Inc. 0.20% Reduce -8.1% 2,280 $210K
Engineers Gate Manager LP 0.00% Reduce -71.7% 2,275 $209K
Roberts Wealth Advisors, LLC 0.06% New 2,271 $209K
Hardin Capital Partners, LLC 0.13% New 2,271 $209K
Taylor Hoffman Capital Management LLC 0.08% New 2,270 $208K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -80.5% 2,267 $208K
Stonebridge Financial Planning Group, LLC 0.09% New 2,260 $208K
BXM Wealth LLC 0.25% New 2,250 $207K
Alaethes Wealth, LLC 0.08% New 2,250 $207K
Emprise Bank 0.11% New 2,248 $207K
Northeast Investment Management 0.01% New 2,247 $207K
Eisler Capital Management Ltd. 0.01% Reduce -94.0% 2,247 $207K
AGH Wealth Advisors, LLC 0.20% New 2,245 $206K
Titleist Asset Management, LLC 0.02% New 2,242 $206K
Sanders Morris Harris LLC 0.03% New 2,240 $206K
Tandem Capital Management Corp. 0.11% New 2,235 $206K
Verus Capital Partners, LLC 0.02% Reduce -8.8% 2,231 $205K
Parkside Advisors LLC 0.05% New 2,228 $205K
Fiduciary Wealth Partners, LLC 0.18% — 2,218 $204K
Kathmere Capital Management, LLC 0.02% New 2,218 $204K
JBR Co Financial Management Inc 0.12% New 2,215 $204K
MBA Advisors LLC 0.10% New 2,213 $203K
Hardy Reed LLC 0.02% New 2,212 $203K
Mason & Associates Inc 0.05% New 2,211 $203K
Rathbones Group PLC 0.00% New 2,210 $203K
Interactive Financial Advisors, Inc. 0.11% New 2,208 $203K
Peachtree Investment Partners, LLC 0.08% New 2,202 $203K
DT Investment Partners, LLC 0.02% No change 2,201 $202K
Manchester Capital Management LLC 0.02% Add +20.7% 2,200 $202K
Camelot Portfolios, LLC 0.13% New 2,200 $202K
Covenant Asset Management, LLC 0.05% New 2,200 $202K
Summit Financial Strategies, Inc. 0.02% New 2,200 $202K
Tudor Financial Inc. 0.12% New 2,199 $202K
Altman Advisors, Inc. 0.09% New 2,200 $202K
ACT Advisors, LLC. 0.11% New 2,186 $201K
Founders Financial Securities LLC 0.02% New 2,214 $201K
Commonwealth Financial Services, LLC 0.04% New 2,181 $201K
Copia Wealth Management 0.19% Add +296.6% 2,181 $201K
Realta Investment Advisors 0.09% New 2,179 $200K
Motiv8 Investments LLC 0.13% New 2,177 $200K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,155 $198K
NFSG Corp 0.05% Reduce -11.5% 2,130 $196K
TFC Financial Management, Inc. 0.03% No change 2,108 $194K
Catalyst Capital Advisors LLC 0.00% Add +16.1% 2,106 $194K
Legacy Bridge, LLC 0.11% Reduce -2.6% 2,095 $193K
American National Bank & Trust 0.02% Add +42.7% 2,095 $193K
Hager Investment Management Services, LLC 0.13% Reduce -7.5% 2,089 $192K
Salomon & Ludwin, LLC 0.02% No change 2,075 $191K
Indiana Trust & Investment Management Co 0.07% No change 2,060 $189K
Old Second National Bank of Aurora 0.04% Reduce -26.8% 2,036 $187K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.7% 2,032 $187K
TOWER TRUST & INVESTMENT Co 0.15% — 2,006 $184K
PFG Private Wealth Management, LLC 0.10% Reduce -0.5% 1,922 $177K
Clear Investment Research, LLC 0.24% Reduce -0.7% 1,917 $176K
Gen-Wealth Partners Inc 0.07% Reduce -12.4% 1,915 $176K
Raiffeisen Bank International AG 0.00% Reduce -8.4% 1,906 $173K
Riverview Trust Co 0.17% Reduce -1.2% 1,867 $172K
Ransom Advisory, Ltd 0.08% No change 1,866 $172K
MCF Advisors LLC 0.01% Reduce -2.0% 1,854 $170K
Capital Advisors, Ltd. LLC 0.02% Add +67.9% 1,850 $170K
Sawyer & Company, Inc 0.07% Reduce -21.9% 1,839 $169K
Anderson Financial Strategies, LLC 0.10% No change 1,795 $165K
Acropolis Investment Management, LLC 0.01% Add +14.3% 1,769 $163K
Proathlete Wealth Management LLC 0.06% New 1,763 $162K
Harbor Investment Advisory, LLC 0.02% Reduce -4.4% 1,747 $161K
Greenline Partners, LLC 0.02% Add +3.3% 1,733 $159K
Silvant Capital Management LLC 0.01% No change 1,727 $159K
Medallion Wealth Advisors, LLC 0.07% No change 1,703 $157K
MV Capital Management, Inc. 0.02% Add +1.5% 1,666 $153K
Bogart Wealth, LLC 0.01% Add +6.2% 1,658 $152K
S.A. Mason LLC 0.08% No change 1,588 $146K
Toth Financial Advisory Corp. 0.02% Reduce -5.8% 1,576 $145K
Deseret Mutual Benefit Administrators 0.07% Reduce -3.7% 1,558 $143K
Community Bank, N.A. 0.02% Reduce -6.1% 1,550 $143K
Acima Private Wealth, LLC 0.05% No change 1,500 $138K
Barrett & Company, Inc. 0.06% No change 1,486 $137K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +14.4% 1,479 $136K
Financial Management Professionals, Inc. 0.02% Add +0.9% 1,479 $136K
Slocum, Gordon & Co LLP 0.10% No change 1,451 $133K
Mark Sheptoff Financial Planning, LLC 0.07% No change 1,450 $133K
Wealth Advisors of Tampa Bay, LLC 0.05% New 1,369 $126K
Millstone Evans Group, LLC 0.08% No change 1,357 $125K
PrairieView Partners, LLC 0.01% No change 1,347 $123K
Ruedi Wealth Management, Inc. 0.04% No change 1,329 $122K
Smallwood Wealth Investment Management, LLC 0.08% New 1,310 $120K
Puff Wealth Management, LLC 0.21% New 1,301 $120K
Beacon Capital Management, LLC 0.02% Add +6.2% 1,299 $119K
Main Street Group, LTD 0.05% No change 1,273 $117K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 1,270 $117K
Teachers Insurance & Annuity Association of America 0.15% New 1,264 $116K
Cutler Capital Management, LLC 0.05% New 1,258 $116K
Capula Management Ltd 0.00% Reduce -79.6% 1,241 $114K
Financial Gravity Asset Management, Inc. 0.02% — 1,207 $111K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,200 $110K
Proffitt & Goodson Inc. 0.02% No change 1,197 $110K
Whittier Trust Co. 0.00% No change 1,191 $110K
Ostrum Asset Management 0.01% Reduce -2.6% 1,184 $109K
Roble, Belko & Company, Inc 0.02% No change 1,154 $106K
Bruce G. Allen Investments, LLC 0.08% Reduce -0.2% 1,152 $106K
TD Capital Management LLC 0.01% Add +0.4% 1,146 $105K
Fortitude Family Office, LLC 0.04% Reduce -68.4% 1,140 $105K
Hughes Financial Services, LLC 0.02% New 1,140 $105K
Quest 10 Wealth Builders, Inc. 0.11% Add +0.7% 1,132 $104K
Valley National Advisers Inc. 0.02% Add +159.9% 1,128 $102K
Stone House Investment Management, LLC 0.02% New 1,097 $101K
IAG Wealth Partners, LLC 0.02% No change 1,074 $99K
Caldwell Sutter Capital, Inc. 0.05% Reduce -3.2% 1,069 $98K
Vision Financial Markets LLC 0.11% No change 1,068 $98K
Bellevue Asset Management, LLC 0.05% No change 1,056 $97K
Avion Wealth 0.02% No change 1,175 $96K
Redwood Park Advisors LLC 0.08% No change 1,020 $94K
LRI Investments, LLC 0.01% Add +7.4% 1,004 $92K
Dagco, Inc. 0.03% New 1,000 $92K
Leonteq Securities AG 0.01% Add +28.3% 992 $91K
Vermillion & White Wealth Management Group, LLC 0.07% Add +24.8% 985 $91K
REAP Financial Group, LLC 0.02% Add +54.3% 966 $89K
American Capital Advisory, LLC 0.05% Add +0.9% 959 $88K
Hopwood Financial Services, Inc. 0.07% Reduce -28.6% 950 $87K
Hemington Wealth Management 0.01% Add +2.7% 938 $86K
TruNorth Capital Management, LLC 0.02% Add +71.4% 934 $86K
Mowery & Schoenfeld Wealth Management, LLC 0.16% Add +444.1% 914 $84K
Acadian Asset Management LLC 0.00% Reduce -77.5% 909 $83K
Boyd Watterson Asset Management LLC 0.03% Reduce -13.3% 898 $83K
Western Pacific Wealth Management, LP 0.07% No change 888 $82K
Plato Investment Management Ltd 0.01% No change 876 $81K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -16.3% 865 $79K
GW&K Investment Management, LLC 0.00% Add +70.4% 847 $78K
Roxbury Financial LLC 0.08% Reduce -26.9% 858 $77K
Kozak & Associates, Inc. 0.02% Add +0.8% 831 $76K
Flagship Wealth Advisors, LLC 0.03% No change 800 $74K
Webster Bank, N. A. 0.01% Reduce -46.9% 776 $71K
Addison Advisors LLC 0.02% Reduce -1.7% 768 $71K
Center for Financial Planning, Inc. 0.01% Reduce -73.2% 754 $69K
Atticus Wealth Management, LLC 0.02% No change 750 $69K
Covestor Ltd 0.05% Add +24.7% 747 $68K
Richardson Financial Services Inc. 0.05% Reduce -0.4% 739 $68K
Olistico Wealth, LLC 0.04% Reduce -55.9% 722 $66K
WPG Advisers, LLC 0.06% Reduce -8.6% 714 $66K
Canton Hathaway, LLC 0.01% No change 705 $65K
North Capital, Inc. 0.06% — 690 $63K
Global Trust Asset Management, LLC 0.04% Reduce -13.1% 663 $61K
Winch Advisory Services, LLC 0.02% Add +0.9% 653 $60K
S&T Bank 0.02% No change 648 $60K
Piscataqua Savings Bank 0.05% No change 640 $59K
Birchbrook, Inc. 0.03% Reduce -38.8% 632 $58K
HighMark Wealth Management LLC 0.03% No change 622 $57K
Sachetta, LLC 0.02% Reduce -0.6% 621 $57K
CNB Bank 0.03% Reduce -16.8% 619 $57K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 617 $57K
West Branch Capital LLC 0.02% Add +22.9% 616 $57K
Missouri Trust & Investment Co 0.02% Reduce -12.8% 585 $54K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 582 $54K
Greykasell Wealth Strategies, Inc. 0.03% New 566 $52K
Kennebec Savings Bank 0.05% No change 557 $51K
Capital Analysts, LLC 0.00% Reduce -44.4% 556 $51K
Fourth Dimension Wealth, LLC 0.02% Add +262.0% 543 $50K
Opal Wealth Advisors, LLC 0.02% New 542 $50K
Moser Wealth Advisors, LLC 0.03% No change 537 $49K
JFS Wealth Advisors, LLC 0.00% Add +1.3% 534 $49K
Curat Global, LLC 0.06% — 534 $49K
Darwin Wealth Management, LLC 0.02% No change 569 $47K
Tanglewood Legacy Advisors, LLC 0.02% No change 508 $47K
Quarry LP 0.01% Reduce -33.5% 507 $47K
Tortoise Investment Management, LLC 0.00% No change 502 $46K
AllSquare Wealth Management LLC 0.03% No change 500 $46K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $46K
Compagnie Lombard Odier SCmA 0.00% No change 500 $46K
Stuart Chaussee & Associates, Inc. 0.01% Reduce -17.5% 485 $45K
Strategic Investment Solutions, Inc. 0.01% Add +1.5% 473 $44K
Sierra Ocean, LLC 0.03% No change 470 $43K
Northwest Capital Management Inc 0.02% Add +0.2% 450 $41K
Cetera Trust Company, N.A 0.03% No change 450 $41K
Murphy & Mullick Capital Management Corp 0.04% No change 448 $41K
Dunhill Financial, LLC 0.02% Reduce -66.0% 448 $41K
JNBA Financial Advisors 0.00% No change 437 $40K
Saudi Central Bank 0.21% New 431 $40K
Rossby Financial, LCC 0.02% New 435 $39K
Mb, Levis & Associates, LLC 0.02% Add +0.2% 422 $39K
Perritt Capital Management Inc 0.02% No change 418 $38K
Physician Wealth Advisors, Inc. 0.01% Add +1.8% 407 $37K
Beaird Harris Wealth Management, LLC 0.00% No change 405 $37K
Spectrum Wealth Counsel, LLC 0.00% No change 403 $37K
First Community Trust NA 0.03% No change 400 $37K
Binnacle Investments Inc 0.03% — 395 $36K
Accredited Wealth Management, LLC 0.03% New 390 $36K
CBIZ Investment Advisory Services, LLC 0.00% Add +33.5% 383 $35K
Safe Harbor Fiduciary, LLC 0.04% Add +0.3% 371 $34K
Financial Connections Group, Inc. 0.01% New 360 $33K
FWL Investment Management, LLC 0.01% No change 350 $32K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $32K
McIlrath & Eck, LLC 0.00% Reduce -6.7% 350 $32K
BOK Financial Private Wealth, Inc. 0.00% No change 350 $32K
Centerpoint Advisors, LLC 0.01% No change 346 $32K
FSC Wealth Advisors, LLC 0.02% Add +0.6% 346 $32K
Pension & Wealth Management Advisors, Inc. 0.01% No change 345 $32K
NewSquare Capital LLC 0.00% Add +16.7% 1,832 $32K
High Note Wealth, LLC 0.01% No change 343 $32K
Transce3nd, LLC 0.01% Reduce -39.3% 340 $31K
Evermay Wealth Management LLC 0.00% No change 340 $31K
Nvwm, LLC 0.01% Add +3.1% 327 $30K
Global Financial Private Client, LLC 0.01% Add +6.3% 320 $29K
YANKCOM Partnership 0.02% No change 319 $29K
Frazier Financial Advisors, LLC 0.02% Add +1.0% 316 $29K
Morton Brown Family Wealth, LLC 0.01% No change 314 $29K
Activest Wealth Management 0.01% Add +42.5% 312 $29K
Retirement Wealth Solutions LLC 0.02% No change 310 $28K
Pflug Koory, LLC 0.02% No change 306 $28K
Cheviot Value Management, LLC 0.00% New 305 $28K
Trivant Custom Portfolio Group, LLC 0.02% No change 300 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 300 $27K
CGC Financial Services, LLC 0.01% No change 293 $27K
Tidemark, LLC 0.01% No change 272 $25K
Investors Research Corp 0.01% Add +400.0% 270 $25K
Key Financial Inc 0.01% No change 269 $25K
Clark Wealth Partners 0.02% Add +27.4% 265 $24K
Private Wealth Management Group, LLC 0.01% Add +46.7% 264 $24K
Bell Investment Advisors, Inc 0.00% Add +0.4% 259 $24K
Miller Wealth Advisors, LLC 0.01% No change 250 $23K
Prestige Wealth Management Group LLC 0.00% Add +2.5% 244 $22K
Spurstone Advisory Services, LLC 0.44% No change 244 $22K
10Elms LLP 0.03% No change 242 $22K
Wealth Preservation Advisors, LLC 0.02% — 230 $21K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 228 $21K
Wolff Wiese Magana LLC 0.01% Reduce -7.0% 227 $21K
Logan Capital Management Inc. 0.00% No change 221 $20K
Cherry Tree Wealth Management, LLC 0.00% Add +75.2% 212 $19K
Kestra Investment Management, LLC 0.00% Reduce -88.1% 210 $19K
Hoese & Co LLP 0.02% No change 200 $18K
Trust Co 0.00% New 200 $18K
Washington Trust Advisors, Inc. 0.00% No change 200 $18K
Navigoe, LLC 0.02% No change 200 $18K
Financial Network Wealth Advisors LLC 0.02% New 192 $18K
Horizon Financial Services, LLC 0.01% No change 190 $17K
Graybill Wealth Management, LTD. 0.01% — 190 $17K
Studio Investment Management LLC 0.00% Reduce -9.9% 190 $17K
Tower View Wealth Management LLC 0.01% Add +0.5% 189 $17K
WFA Asset Management Corp 0.01% Reduce -45.9% 232 $17K
Centricity Wealth Management, LLC 0.01% No change 180 $17K
Fairscale Capital, LLC 0.01% No change 162 $15K
Westend Capital Management, LLC 0.01% No change 156 $14K
Painted Porch Advisors LLC 0.01% No change 145 $13K
Steph & Co. 0.00% No change 140 $13K
Richard W. Paul & Associates, LLC 0.00% Reduce -84.9% 135 $12K
SJS Investment Consulting Inc. 0.00% No change 126 $12K
Pineridge Advisors LLC 0.00% Add +23.0% 123 $11K
Lavaca Capital LLC 0.01% No change 122 $11K
Guardian Wealth Management, Inc. 0.01% No change 117 $11K
Aspect Partners, LLC 0.01% No change 115 $11K
Nemes Rush Group LLC 0.00% Add +0.9% 115 $11K
Cloud Capital Management, LLC 0.01% — 112 $10K
Anfield Capital Management, LLC 0.00% No change 105 $10K
Wellington Shields Capital Management, LLC 0.00% No change 104 $10K
Pingora Partners LLC 0.01% No change 100 $9K
Financial Freedom, LLC 0.01% No change 100 $9K
JDM Financial Group LLC 0.00% No change 100 $9K
Clean Yield Group 0.00% Reduce -42.9% 100 $9K
Ogorek Anthony Joseph /NY/ 0.00% New 99 $9K
Noble Wealth Management PBC 0.01% No change 96 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 95 $9K
True Wealth Design, LLC 0.00% Add +116.7% 91 $8K
Capital A Wealth Management, LLC 0.01% No change 89 $8K
Carolina Wealth Advisors, LLC 0.00% No change 81 $7K
Atala Financial Inc 0.01% No change 80 $7K
Ameriflex Group, Inc. 0.00% Reduce -91.8% 80 $7K
Halbert Hargrove Global Advisors, LLC 0.00% New 77 $7K
WealthTrak Capital Management LLC 0.01% Add +25.0% 75 $7K
MeadowBrook Investment Advisors LLC 0.01% No change 75 $7K
Compass Financial Services Inc 0.00% Add +80.5% 74 $7K
Whipplewood Advisors, LLC 0.00% Add +657.5% 553 $7K
Lowe Wealth Advisors, LLC 0.00% No change 73 $7K
Alaska Permanent Fund Corp 0.00% No change 73 $7K
Rakuten Securities, Inc. 0.00% Reduce -37.5% 70 $6K
Synergy Investment Management, LLC 0.00% No change 68 $6K
Burkett Financial Services, LLC 0.00% Add +1.6% 62 $6K
Financial Perspectives, Inc 0.00% Reduce -81.5% 58 $5K
First Pacific Financial 0.00% New 55 $5K
Evolution Advisers, Inc. 0.00% New 60 $5K
Principia Wealth Advisory, LLC 0.00% Add +50.0% 51 $4K
Atlas Capital Advisors Inc. 0.00% No change 47 $4K
Bernard Wealth Management Corp. 0.00% New 41 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.9% 41 $4K
Your Advocates Ltd., LLP 0.00% Reduce -87.7% 40 $4K
MorganRosel Wealth Management, LLC 0.00% New 36 $3K
Ridgewood Investments LLC 0.00% No change 35 $3K
Winnacle Wealth LLC 0.00% Add +54.5% 34 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -3.9% 25 $3K
Christopher J. Hasenberg, Inc 0.00% New 32 $3K
Valued Wealth Advisors LLC 0.00% No change 30 $3K
Hollencrest Capital Management 0.00% Reduce -69.1% 30 $3K
PayPay Securities Corp 0.16% Reduce -9.4% 29 $3K
Creekmur Asset Management LLC 0.00% Reduce -53.5% 27 $2K
New Millennium Group LLC 0.00% Reduce -20.6% 27 $2K
Reyes Financial Architecture, Inc. 0.00% New 26 $2K
MPWM Advisory Solutions, LLC 0.00% No change 26 $2K
Bellwether Advisors, LLC 0.00% No change 25 $2K
Trifecta Capital Advisors, LLC 0.00% No change 23 $2K
Hara Capital LLC 0.00% New 22 $2K
Winthrop Capital Management, LLC 0.00% No change 17 $2K
Advantage Trust Co 0.00% Reduce -93.0% 21 $2K
Bay Harbor Wealth Management, LLC 0.00% New 19 $2K
Raffa Wealth Management, LLC 0.00% No change 19 $2K
Osterweis Capital Management Inc. 0.00% New 15 $1K
Orion Capital Management LLC 0.00% No change 14 $1K
Crewe Advisors LLC 0.00% Add +140.0% 12 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 10 $956
ROSS\JOHNSON & Associates LLC 0.02% New 10 $920
Nova Wealth Management, Inc. 0.00% No change 7 $644
Perkins Coie Trust Co 0.00% New 7 $643
Cornerstone National Bank & Trust Co 0.00% No change 6 $552
Bare Financial Services, Inc 0.00% New 5 $460
Runnymede Capital Advisors, Inc. 0.00% New 4 $368
HFM Investment Advisors, LLC 0.00% — 4 $368
LMR Partners LLP 0.00% Reduce -96.2% 4 $368
Y.D. More Investments Ltd 0.00% Add +7.4% 423 $100
Eq Wealth Advisors, LLC 0.00% New 1 $92
Meeder Asset Management Inc. 0.00% Reduce -99.8% 1 $92

"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.