The SouthernSO

13F holders, Q2 2025 (June 30)
2,183holders −23
101new positions
122sold out
8famous investors
$91.31avg. 13F price*

At the end of Q2 2025, 2,183 institutions reported holding The Southern Co. (SO) in their 13F filings, down 23 from Q1 2025. 101 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($9.7B), BlackRock, Inc. ($8.0B) and JPMorgan Chase & Co. ($6.3B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions101$956.6M
Exits122$221.7M

All 13F filers, Q1 2025 → Q2 2025: 49,081,151 shares bought and 23,563,037 shares sold, net +25,518,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,183 holders

Vanguard Group Inc. 0.16% Add +1.6% 105,904,243 $9.7B
BlackRock, Inc. 0.15% Add +3.4% 87,174,120 $8.0B
JPMorgan Chase & Co. 0.44% Add +8.5% 68,964,026 $6.3B
State Street Corp. 0.20% Add +1.2% 59,116,535 $5.4B
Geode Capital Management, LLC 0.17% Add +0.9% 26,006,919 $2.4B
Capital International Investors 0.41% Add +0.5% 25,891,240 $2.4B
FMR LLC 0.13% Reduce -14.8% 24,741,464 $2.3B
Massachusetts Financial Services Co. 0.59% Reduce -4.0% 20,331,847 $1.9B
T. Rowe Price Associates Inc. 0.18% Add +17.9% 17,526,556 $1.6B
Franklin Resources Inc. 0.35% Reduce -6.2% 14,015,721 $1.3B
Morgan Stanley 0.08% Add +5.4% 12,861,163 $1.2B
Norges Bank 0.15% Add +20.6% 12,846,730 $1.2B
Northern Trust Corp. 0.13% Reduce -3.0% 10,585,833 $972.1M
Ameriprise Financial Inc. 0.22% Add +5.0% 9,753,110 $895.6M
Royal Bank of Canada 0.17% Add +2.5% 9,351,679 $858.8M
Bank of America Corp. 0.06% Reduce -8.3% 8,369,321 $768.6M
Legal & General Group Plc 0.19% Reduce -2.0% 8,246,984 $757.3M
Capital World Investors 0.11% New 7,981,421 $732.9M
Goldman Sachs Group Inc. 0.11% Reduce -1.4% 7,238,446 $664.7M
Bank of New York Mellon Corp 0.12% Reduce -4.5% 7,143,812 $656.0M
Charles Schwab Investment Management Inc. 0.11% Add +1.3% 6,768,667 $621.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +35.4% 6,440,323 $591.4M
Nuveen, LLC 0.13% Reduce -7.3% 5,144,135 $472.4M
Invesco Ltd. 0.08% Add +2.4% 5,099,967 $468.3M
California Public Employees Retirement System 0.25% Reduce -14.7% 4,197,343 $385.4M
UBS Group AG 0.08% Reduce -12.9% 4,171,860 $383.1M
Soroban Capital Partners LP 3.67% Add +83.8% 4,097,422 $376.3M
Pictet Asset Management Holding SA 0.37% Add +9.0% 3,976,531 $365.2M
Wells Fargo & Company 0.08% Reduce -4.0% 3,837,981 $352.4M
Swiss National Bank 0.18% Add +7.4% 3,320,200 $304.9M
Wellington Management Group LLP 0.05% Add +0.4% 3,050,380 $280.1M
Marshall Wace, LLP 0.33% Reduce -18.1% 3,020,895 $277.4M
Ensign Peak Advisors, Inc 0.47% Add +2.5% 3,007,951 $276.2M
Raymond James Financial Inc. 0.09% Reduce -2.5% 2,850,056 $261.7M
Barclays PLC 0.10% Add +13.2% 2,764,813 $253.9M
National Pension Service 0.21% Reduce -2.7% 2,706,225 $248.5M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +1.3% 2,651,091 $243.4M
Jennison Associates LLC 0.14% Add +18.7% 2,565,858 $235.6M
Dimensional Fund Advisors LP 0.05% Add +0.6% 2,500,656 $229.6M
Envestnet Asset Management Inc. 0.07% Reduce -0.8% 2,475,729 $227.3M
LPL Financial LLC 0.08% Add +5.0% 2,469,887 $226.8M
Citadel Advisors 0.19% Reduce -2.9% 2,364,908 $217.2M
Federated Hermes, Inc. 0.41% Reduce -23.1% 2,343,596 $215.2M
Amundi 0.07% Add +36.6% 2,340,475 $213.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.03% Add +1.4% 2,120,654 $194.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +8.4% 2,111,001 $193.9M
Deutsche Bank AG 0.07% Add +0.3% 1,932,571 $177.5M
Rhumbline Advisers 0.15% Reduce -2.1% 1,922,888 $176.6M
HSBC Holdings PLC 0.11% Reduce -1.2% 1,801,472 $165.1M
Synovus Financial Corp. 1.90% Reduce -10.4% 1,691,153 $155.3M
Bank of Montreal 0.08% Reduce -9.7% 1,681,955 $154.5M
Confluence Investment Management LLC 2.05% Reduce -1.5% 1,579,454 $145.0M
HighTower Advisors, LLC 0.18% Add +2.6% 1,521,288 $139.7M
Empower Advisory Group, LLC 0.40% Add +2.3% 1,471,380 $135.1M
Principal Financial Group Inc. 0.07% Add +6.3% 1,425,255 $130.9M
Duff & Phelps Investment Management Co. 1.45% Add +3.5% 1,345,974 $123.6M
California State Teachers Retirement System 0.13% Add +0.7% 1,312,583 $120.5M
Zacks Investment Management 1.03% Add +0.9% 1,312,546 $120.5M
Focus Partners Wealth 0.26% Add +0.9% 1,283,955 $117.9M
Energy Income Partners, LLC 2.29% Reduce -12.3% 1,271,065 $116.7M
Manufacturers Life Insurance Company, The 0.10% Add +2.4% 1,243,669 $114.2M
ExodusPoint Capital Management, LP 1.35% Add +90.2% 1,207,378 $110.9M
Assenagon Asset Management S.A. 0.17% Add +71.4% 1,200,624 $110.3M
Point72 Asset Management 0.27% New 1,197,502 $110.0M
Natixis Advisors, LLC 0.17% Add +8.0% 1,186,232 $108.9M
Alliancebernstein L.P. 0.04% Add +7.1% 1,168,862 $107.3M
Prudential Financial Inc. 0.14% Add +92.2% 1,164,431 $106.9M
Russell Investments Group, Ltd. 0.13% Add +12.0% 1,147,022 $105.3M
New York State Common Retirement Fund 0.14% Reduce -0.1% 1,138,774 $104.6M
Cohen & Steers, Inc. 0.19% Add +0.0% 1,118,326 $102.7M
State Board of Administration of Florida Retirement System 0.18% Reduce -1.2% 1,094,349 $100.5M
Citigroup Inc. 0.07% Reduce -3.7% 1,084,523 $99.6M
Commonwealth Equity Services, LLC 0.13% Reduce -3.3% 1,057,031 $97.1M
Canada Pension Plan Investment Board 0.08% Add +1518.4% 1,044,101 $95.9M
Stifel Financial Corp. 0.09% Add +0.1% 1,014,384 $93.2M
Adage Capital Partners Gp, L.L.C. 0.16% Reduce -25.4% 1,006,600 $92.4M
APG Asset Management N.V. 0.27% Add +400.7% 1,168,486 $91.4M
BNP Paribas Financial Markets 0.07% Reduce -47.4% 943,430 $86.6M
Mizuho Markets Americas LLC 2.83% Add +324.4% 933,700 $85.7M
Capital Advisors Inc. 1.53% Add +1.9% 928,504 $85.3M
Macquarie Group Ltd. 0.10% Add +3.0% 912,450 $83.8M
Stonegate Investment Group, LLC 2.06% Add +1.2% 890,861 $81.8M
First Trust Advisors LP 0.06% Reduce -11.9% 870,513 $79.9M
Korea Investment CORP 0.18% Reduce -2.3% 856,846 $78.7M
Mawer Investment Management Ltd. 0.39% Reduce -5.6% 836,480 $76.8M
Clark Capital Management Group, Inc. 0.53% Reduce -19.4% 832,086 $76.4M
Capital Research Global Investors 0.02% Add +0.0% 824,394 $75.7M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +5.5% 822,403 $75.5M
Balyasny Asset Management L.P. 0.17% Add +790.6% 811,737 $74.5M
New York State Teachers Retirement System 0.15% Reduce -4.3% 804,729 $73.9M
Mackenzie Financial Corp. 0.09% Reduce -5.2% 786,524 $72.2M
Old Republic International Corp. 2.78% No change 771,000 $70.8M
Welch Group, LLC 2.95% Add +0.1% 767,455 $70.5M
Westwood Holdings Group Inc. 0.50% Reduce -13.7% 750,229 $68.9M
Truist Financial Corp. 0.10% Reduce -1.7% 739,044 $67.9M
Aventail Capital Group, LP 2.81% Add +485.2% 688,765 $63.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +0.2% 672,387 $61.7M
Victory Capital Management Inc. 0.04% Reduce -35.1% 653,869 $60.0M
Osaic Holdings, Inc. 0.10% Add +25.2% 624,649 $57.4M
1832 Asset Management L.P. 0.10% Add +8.9% 615,958 $56.6M
Capital Investment Advisors, LLC 0.99% Add +2.4% 606,899 $56.3M
Fort Washington Investment Advisors Inc. 0.32% Reduce -8.3% 609,518 $56.0M
Cetera Investment Advisers 0.09% Add +5.3% 606,446 $55.7M
Wealth Enhancement Advisory Services, LLC 0.09% Add +12.8% 608,418 $55.7M
Schroder Investment Management Group 0.05% Reduce -1.7% 606,197 $55.7M
CBRE Investment Management Listed Real Assets LLC 0.84% Add +114.2% 599,631 $55.1M
CANADA LIFE ASSURANCE Co 0.09% Add +2.1% 592,538 $54.5M
State of Wisconsin Investment Board 0.13% Reduce -4.5% 587,445 $53.9M
Chevy Chase Trust Holdings, LLC 0.16% Add +1.0% 584,676 $53.7M
Vaughan David Investments LLC 1.19% Add +0.3% 580,501 $53.3M
PNC Financial Services Group, Inc. 0.03% Add +0.7% 522,032 $47.9M
Asset Management One Co., Ltd. 0.15% Add +0.2% 515,060 $47.3M
Treasurer of the State of North Carolina 0.15% Add +2.7% 514,736 $47.3M
Aberdeen Group plc 0.08% Add +7.8% 484,908 $44.5M
Resona Asset Management Co.,Ltd. 0.22% Add +8.3% 481,309 $44.1M
Qube Research & Technologies Ltd 0.06% Reduce -78.2% 473,814 $43.5M
Toronto Dominion Bank 0.09% Add +17.3% 464,377 $42.6M
Public Employees Retirement System of Ohio 0.14% Reduce -0.8% 451,487 $41.5M
Sei Investments Co. 0.05% Add +7.1% 449,960 $41.3M
Creative Planning 0.04% Add +0.8% 449,301 $41.3M
National Bank of Canada 0.04% Reduce -13.5% 448,198 $41.2M
DNB Asset Management AS 0.17% Reduce -7.8% 436,178 $40.1M
AQR Capital Management 0.03% Reduce -5.0% 437,147 $39.8M
Teacher Retirement System of Texas 0.17% Reduce -11.7% 432,176 $39.7M
Bollard Group LLC 0.90% Add +10.7% 426,494 $39.2M
US Bancorp \de 0.05% Add +0.3% 425,296 $39.1M
Mariner, LLC 0.05% Add +1.2% 408,105 $37.5M
Verition Fund Management LLC 0.22% Add +347.4% 406,249 $37.3M
Gabelli Funds LLC 0.27% Reduce -1.6% 404,550 $37.1M
TD Asset Management Inc 0.03% Add +2.4% 403,551 $37.1M
Cambridge Investment Research Advisors, Inc. 0.11% Add +1.9% 401,802 $36.9M
Sanctuary Advisors, LLC 0.23% Reduce -0.3% 398,909 $36.6M
Eventide Asset Management, LLC 0.64% Reduce -19.4% 392,112 $36.5M
Van Eck Associates Corp. 0.04% Add +8.9% 394,793 $36.3M
MML Investors Services, LLC 0.10% Add +1.8% 392,334 $36.0M
CIBC Asset Management Inc 0.11% Add +8.5% 389,634 $35.8M
Nomura Asset Management Co. Ltd. 0.10% Add +5.0% 389,010 $35.7M
State of Tennessee, Department of Treasury 0.13% Add +3.0% 383,341 $35.2M
First Horizon Advisors, Inc. 0.90% Add +4.0% 376,734 $34.6M
Aptus Capital Advisors, LLC 0.34% Add +12.1% 373,438 $34.3M
State of New Jersey Common Pension Fund D 0.13% No change 372,822 $34.2M
Allspring Global Investments Holdings, LLC 0.06% Reduce -25.0% 365,195 $33.7M
EP Wealth Advisors, LLC 0.22% Add +4.5% 362,559 $33.3M
Janney Montgomery Scott LLC 0.09% Reduce -7.3% 359,551 $33.0M
Ceredex Value Advisors LLC 0.71% Reduce -31.2% 359,168 $33.0M
Magellan Asset Management Ltd 0.37% Add +9.2% 354,407 $32.5M
GW Henssler & Associates Ltd. 1.73% Add +2.1% 353,005 $32.4M
Liberty One Investment Management, LLC 3.27% Reduce -3.9% 352,336 $32.4M
Cahaba Wealth Management, Inc. 2.50% Add +9.7% 350,849 $32.2M
Voya Investment Management LLC 0.04% Add +2.0% 347,277 $31.9M
STRS Ohio 0.11% Add +1.9% 328,702 $30.2M
Arizona State Retirement System 0.17% Reduce -0.3% 320,642 $29.4M
Edgar Lomax Co. 1.85% Reduce -1.6% 318,655 $29.3M
Baird Financial Group, Inc. 0.05% Add +12.2% 313,645 $28.8M
Capital International, Inc. 0.27% Add +60.4% 306,546 $28.2M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Add +7.6% 305,808 $28.1M
Exchange Traded Concepts, LLC 0.36% Add +2.8% 302,992 $27.8M
Advisors Capital Management, LLC 0.38% Add +3.7% 300,348 $27.6M
State of Michigan Retirement System 0.14% Add +0.5% 298,823 $27.4M
Captrust Financial Advisors 0.06% Reduce -0.1% 296,622 $27.2M
Illinois Municipal Retirement Fund 0.37% Reduce -13.8% 292,514 $26.9M
Orion Porfolio Solutions, LLC 0.23% Add +6.3% 291,381 $26.8M
Hancock Whitney Corp. 0.51% Add +928.5% 290,167 $26.6M
American Century Companies Inc. 0.01% Reduce -3.1% 285,143 $26.2M
Forsta Ap-Fonden 0.17% Add +8.9% 285,100 $26.2M
Hennessy Advisors Inc. 0.87% Add +3.9% 282,900 $26.0M
MetLife Investment Management, LLC 0.15% Reduce -1.6% 280,090 $25.7M
Brandywine Global Investment Management, LLC 0.18% Reduce -2.3% 279,004 $25.6M
Kestra Advisory Services, LLC 0.12% Add +7.3% 273,854 $25.1M
FIL Ltd 0.02% Reduce -37.1% 273,484 $25.1M
Millennium Management 0.02% Reduce -28.6% 272,776 $25.0M
Czech National Bank 0.19% Add +6.8% 268,648 $24.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +153.6% 266,360 $24.5M
Swiss Life Asset Management Ltd 0.15% Add +17.0% 263,288 $24.2M
Crawford Investment Counsel Inc. 0.42% Add +1.2% 260,685 $23.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +11.2% 259,700 $23.8M
IFM Investors Pty Ltd 0.23% Add +7.0% 258,169 $23.7M
Huntington National Bank 0.20% Add +9.0% 250,551 $23.0M
Crossmark Global Holdings, Inc. 0.37% Reduce -1.8% 250,201 $23.0M
Investment Management Corp of Ontario 0.33% Reduce -0.2% 247,922 $22.8M
Comerica Bank 0.09% Reduce -0.5% 247,869 $22.8M
O'shaughnessy Asset Management, LLC 0.15% Add +9.9% 245,077 $22.5M
Mercer Global Advisors Inc. 0.05% Reduce -0.1% 241,471 $22.2M
MAI Capital Management 0.15% Add +7.0% 238,293 $21.9M
Retirement Systems of Alabama 0.08% Add +0.2% 235,837 $21.7M
Becker Capital Management Inc. 0.67% Add +5.3% 234,052 $21.5M
Regions Financial Corp. 0.15% Add +7.4% 232,068 $21.3M
FUKOKU MUTUAL LIFE INSURANCE Co 1.35% Reduce -0.4% 230,788 $21.2M
Rockefeller Capital Management L.P. 0.05% Add +7.0% 229,180 $21.0M
Corient Private Wealth LP 0.03% Add +14.5% 228,088 $20.9M
Ilmarinen Mutual Pension Insurance Co 0.17% Add +8.6% 228,000 $20.9M
iA Global Asset Management Inc. 0.31% Add +4.2% 227,902 $20.9M
Cerity Partners LLC 0.04% Reduce -0.5% 227,531 $20.9M
Waverly Advisors, LLC 0.23% Add +0.5% 226,234 $20.8M
Public Sector Pension Investment Board 0.09% Reduce -22.8% 226,162 $20.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.59% Add +7.8% 226,135 $20.8M
Midwest Trust Co 0.29% — 225,772 $20.7M
Calamos Wealth Management LLC 0.89% Add +1.6% 225,667 $20.7M
Richard C. Young & CO., LTD. 2.04% Add +0.9% 225,165 $20.7M
DDD Partners, LLC 2.16% Reduce -12.7% 219,704 $20.2M
Amalgamated Bank 0.15% Add +0.0% 216,793 $19.9M
Hudson Bay Capital Management LP 0.15% Reduce -10.3% 216,777 $19.9M
Lockheed Martin Investment Management Co. 0.72% Add +42.1% 215,850 $19.8M
Savant Capital, LLC 0.14% Add +2.3% 214,930 $19.7M
ProShare Advisors LLC 0.04% Add +10.1% 213,898 $19.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.4% 213,251 $19.6M
NewEdge Advisors, LLC 0.10% Reduce -1.4% 208,388 $19.1M
Florida Trust Wealth Management Co 0.59% Reduce -2.9% 208,137 $19.1M
Calamos Advisors LLC 0.12% Add +0.1% 204,839 $18.8M
Carnegie Investment Counsel 0.38% Add +6.4% 204,567 $18.8M
Foundations Investment Advisors, LLC 0.29% Add +23.9% 203,309 $18.7M
Quantinno Capital Management LP 0.08% Add +33.3% 201,876 $18.5M
Leavell Investment Management, Inc. 0.79% Add +3.6% 191,572 $17.6M
Tiaa Trust, National Association 0.05% Reduce -15.6% 190,967 $17.5M
CWA Asset Management Group, LLC 0.73% Reduce -1.9% 188,458 $17.3M
Nichols & Pratt Advisers LLP 1.15% Add +0.7% 186,110 $17.1M
DekaBank Deutsche Girozentrale 0.03% Add +2.8% 184,531 $16.7M
Utah Retirement Systems 0.17% Reduce -0.4% 180,920 $16.6M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +2.8% 180,809 $16.6M
Greenland Capital Management LP 2.22% Add +28.5% 179,428 $16.5M
Allworth Financial LP 0.08% Add +6.4% 178,783 $16.4M
USS Investment Management Ltd 0.10% No change 175,403 $16.1M
Susquehanna International Group, LLP 0.02% Add +109.8% 174,085 $16.0M
Xponance LLC 0.13% Add +10.7% 173,817 $16.0M
Davidson Investment Advisors 0.72% Add +1.1% 173,413 $15.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -17.6% 172,591 $15.8M
Steward Partners Investment Advisory, LLC 0.12% Add +6.5% 168,746 $15.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +12.4% 167,698 $15.4M
Police & Firemen's Retirement System of New Jersey 0.14% Add +5.0% 167,593 $15.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +16.6% 167,496 $15.4M
Daiwa Securities Group Inc. 0.06% Add +6.0% 166,660 $15.3M
Wealthfront Advisers LLC 0.04% Add +4.2% 165,089 $15.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +15.7% 164,956 $15.1M
Daiichi Life Insurance Co., Ltd. 0.42% Reduce -4.7% 164,468 $15.1M
HB Wealth Management, LLC 0.12% Reduce -8.1% 162,606 $14.9M
Commerce Bank 0.09% Reduce -0.1% 161,683 $14.8M
Shelton Capital Management 0.34% Add +700.6% 161,618 $14.8M
Yousif Capital Management, LLC 0.16% Reduce -0.2% 159,188 $14.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +2.6% 158,859 $14.6M
Waycross Partners, LLC 1.37% New 158,554 $14.6M
M&T Bank Corp 0.05% Add +2.2% 156,555 $14.4M
Moody LYNN Lieberson & Walker, LLC 0.82% Add +4.6% 154,550 $14.2M
Nisa Investment Advisors, LLC 0.06% Add +1.7% 154,413 $14.2M
Vanguard Personalized Indexing Management, LLC 0.16% Add +24.3% 152,861 $14.0M
Bragg Financial Advisors, Inc 0.49% Reduce -0.5% 150,212 $13.8M
Benjamin Edwards Inc. 0.18% Reduce -0.2% 150,078 $13.8M
New York Life Investment Management LLC 0.13% Add +2.2% 149,620 $13.7M
Man Group plc 0.03% Reduce -58.0% 146,298 $13.4M
CCM Investment Advisers LLC 1.44% Add +1.4% 145,040 $13.3M
&partners 0.10% Add +16.4% 144,094 $13.2M
Squarepoint Ops LLC 0.03% Reduce -32.8% 144,105 $13.2M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.0% 143,521 $13.2M
Vestcor Inc 0.40% Add +4.3% 142,453 $13.1M
Jones Financial Companies LLLP 0.01% Add +15.8% 142,324 $12.9M
Dakota Wealth Management 0.27% Reduce -0.1% 140,307 $12.9M
CIBC Private Wealth Group LLC 0.02% Reduce -1.7% 139,372 $12.8M
Capital & Planning, LLC 8.68% Add +1.6% 139,178 $12.8M
Biondo Investment Advisors, LLC 1.68% Add +1.2% 138,499 $12.7M
Cibc World Markets Corp. 0.08% Add +4.6% 138,210 $12.7M
Nissay Asset Management Corp. /Japan 0.07% Add +0.8% 136,800 $12.6M
Klingenstein Fields & Co. LP 0.49% Reduce -2.3% 136,141 $12.5M
Alerus Financial NA 0.90% Add +1.4% 135,782 $12.5M
Bank of Nova Scotia 0.03% Add +6.1% 134,197 $12.3M
Royal London Asset Management Ltd. 0.03% Reduce -3.1% 133,597 $12.3M
Pathstone Holdings, LLC 0.05% Reduce -0.7% 133,538 $12.3M
Verity & Verity, LLC 1.03% Reduce -1.3% 131,018 $12.0M
Arkadios Wealth Advisors 0.36% Add +10.6% 129,466 $11.9M
Pinnacle Financial Partners Inc 0.25% Add +1.9% 127,910 $11.7M
Advisory Services Network, LLC 0.19% Add +2.8% 123,591 $11.7M
Jamison Private Wealth Management, Inc. 1.67% Reduce -0.6% 127,036 $11.7M
Keybank National Association 0.04% Reduce -0.5% 127,022 $11.7M
Mutual of America Capital Management LLC 0.12% Reduce -1.1% 126,020 $11.6M
QRG Capital Management, Inc. 0.10% Reduce -8.3% 125,776 $11.6M
Brookstone Capital Management 0.15% Add +17.5% 125,556 $11.5M
Cibc World Market Inc. 0.03% Add +37.4% 125,486 $11.5M
Cullinan Associates Inc. 0.76% Add +8.3% 125,152 $11.5M
Independent Advisor Alliance 0.33% Reduce -1.6% 124,108 $11.4M
State of Alaska, Department of Revenue 0.12% Reduce -3.9% 123,339 $11.3M
Fisher Asset Management 0.00% Add +5.3% 122,408 $11.2M
Pinnacle Associates Ltd. 0.16% Reduce -4.1% 122,058 $11.2M
RFG Advisory, LLC 0.26% Add +11.5% 121,479 $11.2M
Signature Wealth Management Group 4.38% Reduce -0.5% 121,009 $11.1M
RWC Asset Management LLP 0.71% Reduce -0.3% 120,024 $11.0M
Kanawha Capital Management LLC 0.81% Add +2.7% 118,980 $10.9M
Woodline Partners LP 0.06% Add +28.4% 118,883 $10.9M
Rafferty Asset Management, LLC 0.04% Add +19.8% 118,110 $10.8M
Intech Investment Management LLC 0.10% Add +1.3% 117,585 $10.8M
Fairvoy Private Wealth, LLC 2.68% Reduce -0.1% 117,483 $10.8M
Stephens Inc. 0.15% Add +0.3% 117,189 $10.8M
Rockland Trust Co. 0.52% Reduce -1.8% 116,850 $10.7M
Private Advisor Group, LLC 0.06% Add +4.3% 115,534 $10.6M
Glenview Trust Co 0.18% Add +712.0% 115,283 $10.6M
King Luther Capital Management Corp. 0.05% Reduce -1.2% 114,920 $10.6M
D. E. Shaw & Co. 0.01% Reduce -69.5% 114,192 $10.5M
SG Americas Securities, LLC 0.05% Reduce -11.2% 114,138 $10.5M
Fifth Third Bancorp 0.03% Reduce -0.1% 108,279 $9.9M
Kingsview Wealth Management, LLC 0.17% Add +199.8% 108,226 $9.9M
TCTC Holdings, LLC 0.32% Reduce -0.3% 106,833 $9.8M
Baltimore-Washington Financial Advisors, Inc. 0.46% Add +18.9% 106,443 $9.8M
Keel Point, LLC 0.64% Add +3.8% 105,700 $9.7M
Pacer Advisors, Inc. 0.03% Add +47.9% 105,038 $9.6M
Bell Bank 0.45% Reduce -16.3% 104,638 $9.6M
Principle Wealth Partners LLC 0.60% Reduce -0.6% 104,317 $9.6M
Azimuth Capital Investment Management LLC 0.36% Add +1.5% 104,100 $9.6M
NEOS Investment Management LLC 0.12% Add +26.1% 103,398 $9.5M
IFG Advisory, LLC 0.48% Add +2.8% 103,041 $9.5M
Blair William & Co. 0.03% Add +0.8% 102,596 $9.4M
Sagefield Capital LP 1.31% Reduce -33.2% 101,942 $9.4M
AXA S.A. 0.03% Add +1152.1% 101,923 $9.4M
Avantax Advisory Services, Inc. 0.05% Add +2.5% 101,609 $9.3M
Mirae Asset Securities (usa) Inc. 0.41% New 100,260 $9.2M
ARS Wealth Advisors Group, LLC 1.06% Add +1.4% 100,186 $9.2M
StoneX Group Inc. 0.45% Add +2.6% 100,152 $9.2M
Capital Fund Management S.A. 0.10% Reduce -74.3% 99,889 $9.2M
Atria Investments, Inc 0.11% Reduce -16.6% 99,626 $9.1M
KBC Group NV 0.02% Add +17.6% 99,350 $9.1M
Metis Global Partners, LLC 0.23% Add +7.1% 99,130 $9.1M
Rothschild Investment LLC 0.57% Reduce -2.1% 98,839 $9.1M
Am Investment Strategies LLC 2.14% Add +1.1% 98,838 $9.1M
Visionary Wealth Advisors 0.46% Add +2.4% 98,495 $9.0M
Advisors Management Group Inc. 1.70% Reduce -1.0% 98,332 $9.0M
Cwm, LLC 0.03% Add +5.5% 98,283 $9.0M
NorthCoast Asset Management LLC 0.04% Reduce -3.8% 98,220 $9.0M
Prospera Financial Services Inc 0.17% Add +25.0% 97,085 $8.9M
Associated Banc-Corp 0.25% Reduce -1.6% 96,450 $8.9M
Fiduciary Group, LLC 0.83% Reduce -0.8% 96,142 $8.8M
Oregon Public Employees Retirement Fund 0.15% Add +0.8% 94,970 $8.7M
Sound View Wealth Advisors Group, LLC 0.64% Add +2.9% 94,829 $8.7M
Neuberger Berman Group LLC 0.01% Add +16.4% 93,737 $8.6M
Thrivent Financial for Lutherans 0.02% Add +45.8% 93,638 $8.6M
GWN Securities Inc. 1.58% Reduce -41.3% 92,536 $8.5M
Blue Trust, Inc. 0.10% Add +1.0% 92,536 $8.5M
Dynamic Advisor Solutions LLC 0.26% Add +2.6% 92,413 $8.5M
Thompson Siegel & Walmsley LLC 0.14% Reduce -14.4% 92,003 $8.4M
Van Lanschot Kempen Investment Management N.V. 0.08% New 91,747 $8.4M
Cornerstone Wealth Group, LLC 0.63% Add +0.9% 91,413 $8.4M
J.W. Cole Advisors, Inc. 0.18% Add +8.3% 90,424 $8.3M
Windle Wealth, LLC 4.04% Add +1.2% 89,931 $8.3M
Sequoia Financial Advisors, LLC 0.06% Add +5.7% 89,739 $8.2M
Advocate Group LLC 1.47% Reduce -1.8% 89,373 $8.2M
Allianz Asset Management GmbH 0.01% Reduce -22.5% 88,995 $8.2M
Beacon Pointe Advisors, LLC 0.09% Add +2.4% 88,649 $8.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -56.7% 88,418 $8.1M
DAVENPORT & Co LLC 0.04% Reduce -5.8% 88,040 $8.1M
Hantz Financial Services, Inc. 0.13% Reduce -3.0% 87,918 $8.1M
Lifeworks Advisors, LLC 1.19% Add +1.9% 86,873 $8.0M
Chronos Wealth Management, LLC 4.12% Add +0.9% 86,545 $7.9M
Summit Financial, LLC 0.18% Add +7.8% 86,489 $7.9M
Teachers Retirement System of the State of Kentucky 0.06% Add +1.4% 85,856 $7.9M
Mainstay Capital Management LLC 0.39% Add +108.7% 85,744 $7.9M
Apollon Wealth Management, LLC 0.15% Add +15.9% 85,084 $7.8M
Thomasville National Bank 0.53% Reduce -1.5% 84,492 $7.8M
Merit Financial Group, LLC 0.09% Add +17.2% 84,302 $7.7M
Janus Henderson Group PLC 0.00% Add +6.6% 84,206 $7.7M
Foster Victor Wealth Advisors, LLC 0.52% Add +3.8% 83,551 $7.7M
Lido Advisors, LLC 0.04% Reduce -1.6% 83,595 $7.7M
Guggenheim Capital LLC 0.06% Add +7.0% 83,483 $7.7M
First PREMIER Bank 1.85% Reduce -1.5% 83,083 $7.6M
Spirepoint Private Client, LLC 0.86% Add +1.1% 82,844 $7.6M
United Capital Financial Advisors, LLC 0.06% Add +4.4% 82,742 $7.6M
Parkside Investments, LLC 1.02% Add +1.0% 82,141 $7.5M
Albion Financial Group 0.49% Reduce -1.1% 82,110 $7.5M
CENTRAL TRUST Co 0.17% Reduce -1.3% 81,871 $7.5M
Concurrent Investment Advisors, LLC 0.15% Add +8.6% 81,840 $7.5M
Sky Investment Group LLC 1.33% Reduce -2.4% 80,374 $7.4M
Cullen Investment Group, LTD. 1.03% Add +16.4% 79,392 $7.3M
D.A. Davidson & Co. 0.05% Add +8.1% 79,075 $7.3M
Trustmark Bank Trust Department 0.50% Add +0.8% 79,017 $7.3M
MassMutual Private Wealth & Trust, FSB 0.19% Reduce -1.5% 78,730 $7.2M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -42.0% 78,632 $7.2M
Kestra Private Wealth Services, LLC 0.10% Add +11.5% 77,447 $7.1M
Aull & Monroe Investment Management Corp 3.82% Reduce -3.9% 77,238 $7.1M
Core Alternative Capital 1.94% Reduce -12.4% 77,227 $7.1M
Edgemoor Investment Advisors, Inc. 0.62% Reduce -10.7% 77,216 $7.1M
TD Waterhouse Canada Inc. 0.05% Reduce -17.4% 75,965 $7.0M
Railway Pension Investments Ltd 0.10% No change 76,200 $7.0M
GLOBALT Investments LLC / GA 0.27% Reduce -4.5% 76,117 $7.0M
Mizuho Securities USA LLC 0.15% — 75,957 $7.0M
Anchor Investment Management, LLC 0.61% Add +0.9% 75,684 $7.0M
Equitable Holdings, Inc. 0.06% Add +4.3% 75,581 $6.9M
Coldstream Capital Management Inc. 0.11% Add +1.7% 75,509 $6.9M
Vident Advisory, LLC 0.08% Add +15.9% 75,445 $6.9M
Naples Global Advisors, LLC 0.59% Add +1.5% 75,092 $6.9M
Coston, McIsaac & Partners 1.79% Add +0.8% 75,084 $6.9M
MainStreet Investment Advisors LLC 0.95% Reduce -1.9% 74,603 $6.9M
UniSuper Management Pty Ltd 0.05% Reduce -2.0% 74,015 $6.8M
Towne Trust Company, N.A 2.36% Reduce -2.8% 73,583 $6.8M
Longbow Finance SA 0.72% New 73,524 $6.8M
City Holding Co. 0.88% Add +2.3% 73,474 $6.7M
Nicholas Hoffman & Company, LLC. 0.17% Reduce -0.0% 72,897 $6.7M
Carret Asset Management, LLC 0.71% Reduce -0.9% 72,546 $6.7M
Bfsg, LLC 0.74% Add +0.1% 72,229 $6.6M
Jackson Hole Capital Partners, LLC 1.20% Add +0.7% 71,554 $6.6M
Simmons Bank 0.46% Add +2.2% 70,632 $6.5M
South Dakota Investment Council 0.12% No change 70,240 $6.5M
Integrated Wealth Concepts LLC 0.06% Add +3.4% 70,210 $6.4M
Kentucky Retirement Systems 0.19% Reduce -6.2% 70,189 $6.4M
GF Fund Management Co. LTD. 0.13% Reduce -15.9% 70,122 $6.4M
Telos Capital Management, Inc. 0.65% Add +0.6% 69,521 $6.4M
Freestone Capital Holdings, LLC 0.22% New 69,351 $6.4M
Carson Advisory Inc. 4.03% Reduce -0.5% 69,033 $6.3M
Worldquant Millennium Advisors LLC 0.03% Add +269.0% 68,666 $6.3M
Mitchell McLeod Pugh & Williams Inc. 1.17% Add +0.7% 68,186 $6.3M
Oppenheimer & Co. Inc. 0.08% Add +15.4% 67,980 $6.2M
Farmers Trust Co. 1.14% Add +35.1% 66,560 $6.1M
Hartford Investment Management Co. 0.19% Reduce -0.7% 66,352 $6.1M
Capital Investment Counsel, LLC 0.94% Reduce -5.9% 66,076 $6.1M
Community Bank & Trust, Waco, Texas 1.37% Add +0.7% 65,692 $6.0M
Marietta Wealth Management, LLC 0.79% Add +2.3% 65,571 $6.0M
Morgan Dempsey Capital Management LLC 2.51% Reduce -1.2% 65,415 $6.0M
Nordea Investment Management AB 0.01% Add +1.6% 65,349 $6.0M
Moors & Cabot, Inc. 0.27% Reduce -0.3% 64,008 $5.9M
Woodstock Corp. 0.54% Add +0.0% 63,725 $5.9M
Schaper Benz & Wise Investment Counsel Inc. 0.45% Reduce -0.8% 63,196 $5.8M
UMB Bank, n.a. 0.09% Reduce -1.6% 62,990 $5.8M
Resolution Capital Ltd 0.11% Add +75.3% 61,987 $5.7M
Alberta Investment Management Corp 0.05% Reduce -69.9% 61,600 $5.7M
Voleon Capital Management LP 0.31% Reduce -33.1% 61,438 $5.6M
Shilanski & Associates, Inc. 1.61% Reduce -0.8% 61,207 $5.6M
Alpine Woods Capital Investors, LLC 1.33% Reduce -2.5% 61,045 $5.6M
Trinity Legacy Partners, LLC 1.36% Add +0.7% 59,974 $5.6M
Grant Private Wealth Management Inc 3.17% New 60,811 $5.6M
Schnieders Capital Management LLC 0.96% Add +0.7% 59,217 $5.4M
Wealthcare Advisory Partners LLC 0.12% Add +11.6% 59,056 $5.4M
Arrow Capital Pty Ltd 2.62% Reduce -22.7% 38,642 $5.4M
Bridge Creek Capital Management LLC 1.59% Add +0.7% 58,956 $5.4M
Advisors Asset Management, Inc. 0.10% Add +14.3% 58,714 $5.4M
Goelzer Investment Management, Inc. 0.29% Reduce -1.3% 58,599 $5.4M
GQG Partners LLC 0.01% Add +14.6% 58,539 $5.4M
Louisiana State Employees Retirement System 0.10% Reduce -1.5% 58,000 $5.3M
Securian Asset Management, Inc. 0.15% Reduce -0.9% 57,426 $5.3M
Meridian Wealth Management, LLC 0.22% Add +0.1% 57,264 $5.3M
Clearbridge Investments, LLC 0.00% No change 56,845 $5.2M
Stratos Wealth Partners, LTD. 0.07% Reduce -1.9% 56,408 $5.2M
Gulf International Bank (UK) Ltd 0.18% Reduce -9.7% 56,335 $5.2M
Sagespring Wealth Partners, LLC 0.11% Add +2.7% 56,084 $5.2M
United Bank 1.97% Reduce -0.0% 55,974 $5.1M
Clearstead Advisors, LLC 0.07% Add +0.9% 55,947 $5.1M
Profund Advisors LLC 0.18% Add +28.0% 55,252 $5.1M
Money Concepts Capital Corp. 0.34% Add +1.2% 54,981 $5.0M
Glenmede Investment Management, LP 0.03% — 54,803 $5.0M
Virginia Wealth Management Group, Inc. 3.05% Reduce -0.4% 54,599 $5.0M
Baugh & Associates, LLC 2.61% Reduce -4.4% 58,803 $5.0M
Wesbanco Bank Inc. 0.15% Add +5.1% 54,012 $5.0M
Signaturefd, LLC 0.08% Add +6.7% 53,874 $4.9M
Maryland State Retirement & Pension System 0.11% Add +4.6% 53,557 $4.9M
Trajan Wealth LLC 0.24% Add +0.4% 53,430 $4.9M
American Trust Investment Advisors, LLC 2.47% Reduce -12.7% 53,224 $4.9M
Main Street Financial Solutions, LLC 0.35% Add +0.8% 52,685 $4.8M
Providence Capital Advisors, LLC 0.88% Add +27.0% 52,463 $4.8M
Csenge Advisory Group 0.25% Reduce -0.7% 53,376 $4.8M
Cornerstone Capital, Inc. 0.50% Reduce -13.6% 52,278 $4.8M
Swedbank AB 0.01% Add +19.5% 52,275 $4.8M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +2.8% 51,277 $4.7M
Greatmark Investment Partners, Inc. 0.59% Add +2.9% 51,230 $4.7M
New Mexico Educational Retirement Board 0.15% No change 51,187 $4.7M
Kentucky Trust Co 2.67% Reduce -2.3% 50,698 $4.7M
Old National Bancorp 0.08% New 50,443 $4.6M
Compound Planning, Inc. 0.17% Add +151.7% 50,402 $4.6M
Global Wealth Management Investment Advisory, Inc. 0.87% Reduce -7.7% 50,326 $4.6M
Advisors Preferred, LLC 0.76% Add +446.6% 50,017 $4.6M
All Terrain Financial Advisors, LLC 1.67% Add +0.0% 50,129 $4.6M
Montag A & Associates Inc. 0.22% Reduce -1.7% 49,499 $4.5M
Choreo, LLC 0.06% Add +13.3% 49,487 $4.5M
Agf Management Ltd. 0.02% Add +9.5% 49,238 $4.5M
First Citizens Bank & Trust Co. 0.08% Reduce -15.9% 49,200 $4.5M
Coastal Bridge Advisors, LLC 0.37% Add +1.1% 48,539 $4.5M
Strategic Planning Group, LLC 0.72% New 48,484 $4.5M
Norinchukin Bank, The 0.07% Add +0.7% 48,471 $4.5M
Annex Advisory Services, LLC 0.11% Reduce -20.1% 48,378 $4.4M
Laurel Wealth Advisors LLC 0.66% Add +0.2% 48,147 $4.4M
Hengehold Capital Management LLC 0.40% Add +0.6% 48,042 $4.4M
Woodley Farra Manion Portfolio Management Inc. 0.21% Add +0.4% 47,746 $4.4M
Prudential PLC 0.03% Reduce -1.3% 47,703 $4.4M
Sigma Planning Corp 0.13% Reduce -9.9% 47,576 $4.4M
Pathway Financial Advisers, LLC 1.41% Add +1.2% 47,441 $4.4M
Morton Community Bank 1.08% Add +3.7% 47,327 $4.3M
First Bank & Trust 0.77% Reduce -2.2% 46,783 $4.3M
Brown Advisory Inc. 0.01% Reduce -0.4% 46,458 $4.3M
Apollon Financial, LLC 0.89% Add +1.5% 46,012 $4.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +5.4% 45,111 $4.1M
Red Cedar Investment Management, LLC 0.52% No change 44,897 $4.1M
Rench Wealth Management, Inc. 1.30% Add +0.7% 44,786 $4.1M
Park Avenue Securities LLC 0.04% New 44,632 $4.1M
Concord Asset Management, LLC 0.61% Add +13.6% 44,504 $4.1M
Concord Wealth Partners 0.60% Add +3.9% 44,504 $4.1M
Level Four Advisory Services, LLC 0.15% Add +0.8% 44,489 $4.1M
Diversified Enterprises, LLC 0.30% Add +11.6% 44,390 $4.1M
Bailard, Inc. 0.09% Add +1.3% 44,096 $4.0M
AE Wealth Management LLC 0.03% Add +0.4% 43,986 $4.0M
Farther Finance Advisors, LLC 0.08% Add +8.1% 43,859 $4.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +235.6% 43,843 $4.0M
Palisade Asset Management, LLC 0.40% Reduce -3.6% 43,817 $4.0M
MTM Investment Management, LLC 1.34% Reduce -0.8% 43,597 $4.0M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -55.1% 43,586 $4.0M
Wills Financial Group LLC 1.73% Add +4.8% 43,461 $4.0M
Great Lakes Advisors, LLC 0.03% Add +0.0% 43,360 $4.0M
TrueWealth Advisors, LLC 1.18% Add +4.0% 43,346 $4.0M
Zions Bancorporation, National Association 0.21% Reduce -27.1% 43,065 $4.0M
Argent Trust Co 0.15% Add +8.6% 43,039 $4.0M
Gotham Asset Management 0.02% Reduce -59.8% 42,227 $3.9M
Buckhead Capital Management LLC 1.50% Reduce -34.8% 42,194 $3.9M
Horizon Investments, LLC 0.06% Add +96.6% 42,169 $3.9M
Los Angeles Capital Management LLC 0.01% Reduce -39.0% 41,880 $3.8M
Canandaigua National Bank & Trust Co. 0.35% Add +2.7% 41,546 $3.8M
Waterloo Capital, L.P. 0.31% Add +10.3% 41,460 $3.8M
OneDigital Investment Advisors LLC 0.04% Reduce -1.5% 41,396 $3.8M
Avantax Planning Partners, Inc. 0.12% Add +5.0% 40,259 $3.7M
Callan Family Office, LLC 0.12% Add +203.0% 40,147 $3.7M
First National Bank of Omaha 0.24% Add +8.2% 40,089 $3.7M
Ameritas Investment Partners, Inc. 0.12% Reduce -0.1% 40,068 $3.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.41% Reduce -2.2% 39,956 $3.7M
JPL Wealth Management, LLC 0.99% Add +0.3% 39,943 $3.7M
Intact Investment Management Inc. 0.12% Reduce -13.0% 39,400 $3.6M
Prime Capital Investment Advisors, LLC 0.05% Reduce -21.4% 39,335 $3.6M
OneAscent Wealth Management LLC 1.33% Add +18.3% 39,293 $3.6M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.1% 39,278 $3.6M
Essex Financial Services, Inc. 0.24% Reduce -1.6% 39,225 $3.6M
OMERS ADMINISTRATION Corp 0.03% No change 39,180 $3.6M
Tortoise Capital Advisors, L.L.C. 0.05% New 39,174 $3.6M
Boston Partners 0.00% Reduce -87.5% 39,137 $3.6M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -1.1% 38,498 $3.5M
First National Advisers, LLC 0.52% Add +1.2% 38,327 $3.5M
Birmingham Capital Management Co. Inc. 1.55% Reduce -17.7% 38,225 $3.5M
OmniStar Financial Group, Inc. 2.62% Add +4.8% 38,055 $3.5M
Richard Bernstein Advisors LLC 0.09% New 37,921 $3.5M
Empirical Finance, LLC 0.18% Add +0.7% 37,775 $3.5M
Vest Financial, LLC 0.05% Add +39.3% 37,375 $3.4M
Bank Ozk 1.32% Add +3.3% 37,359 $3.4M
Patrick Mauro Investment Advisor, INC. 1.94% Reduce -6.6% 38,459 $3.4M
Ieq Capital, LLC 0.02% Reduce -23.5% 37,319 $3.4M
HighPoint Advisor Group LLC 0.18% Reduce -0.5% 37,102 $3.4M
Marietta Investment Partners LLC 0.74% Add +69.2% 37,046 $3.4M
Empowered Funds, LLC 0.04% Add +8.8% 36,991 $3.4M
Trek Financial, LLC 0.23% Reduce -0.5% 36,811 $3.4M
LongView Wealth Management 1.02% Reduce -5.5% 36,784 $3.4M
Cary Street Partners Financial LLC 0.09% Reduce -44.2% 36,531 $3.4M
Daymark Wealth Partners, LLC 0.13% Add +0.5% 36,505 $3.4M
Sovereign Financial Group, Inc. 0.69% Reduce -1.5% 36,496 $3.4M
Mutual Advisors, LLC 0.08% Add +4.2% 34,981 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +2.8% 35,826 $3.3M
Waters Parkerson & Co., LLC 0.16% Reduce -18.6% 35,750 $3.3M
Family Legacy, Inc. 1.06% Reduce -1.1% 35,364 $3.2M
Vise Technologies, Inc. 0.13% — 35,191 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.6% 35,061 $3.2M
Praxis Investment Management Inc. 0.21% No change 34,801 $3.2M
Great Lakes Retirement, Inc. 0.38% Add +5.6% 34,571 $3.2M
Equitable Trust Co. 0.16% Add +24.7% 34,527 $3.2M
Bokf, NA 0.05% Reduce -1.4% 34,518 $3.2M
Atria Wealth Solutions, Inc. 0.07% Reduce -66.7% 34,506 $3.2M
Capital Group Private Client Services, Inc. 0.03% Reduce -3.9% 34,434 $3.2M
Forte Capital LLC 0.34% Reduce -0.6% 34,221 $3.1M
EverSource Wealth Advisors, LLC 0.14% Add +8.3% 34,043 $3.1M
Stonebridge Financial Group, LLC 0.30% Add +1.0% 34,008 $3.1M
Lantz Financial LLC 0.77% Reduce -2.2% 33,726 $3.1M
KCM Investment Advisors LLC 0.10% Add +2.3% 33,476 $3.1M
U.S. Capital Wealth Advisors, LLC 0.09% Add +2.5% 33,411 $3.1M
Oakworth Capital, Inc. 0.20% Reduce -4.1% 33,328 $3.1M
Rockline Wealth Management, LLC 0.72% Add +1.1% 33,317 $3.1M
First National Trust Co 0.11% Reduce -0.1% 33,241 $3.1M
Robbins Farley 1.42% Add +2.4% 33,219 $3.1M
Nepsis Inc. 0.85% Reduce -25.2% 33,191 $3.0M
Woodmont Investment Counsel LLC 0.20% Reduce -0.8% 33,101 $3.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.18% No change 33,000 $3.0M
Bleakley Financial Group, LLC 0.08% Add +12.3% 32,851 $3.0M
Moloney Securities Asset Management, LLC 0.37% Reduce -0.3% 32,842 $3.0M
Adalta Capital Management LLC 1.51% No change 32,794 $3.0M
Johnson Investment Counsel Inc. 0.03% Reduce -9.9% 32,489 $3.0M
Leo Wealth, LLC 0.23% Add +22.2% 32,303 $3.0M
Murphy, Middleton, Hinkle & Parker, Inc. 1.65% No change 32,050 $2.9M
SouthState Bank Corp 0.13% Add +0.8% 32,068 $2.9M
Slagle Financial, LLC 1.19% Add +545.4% 32,042 $2.9M
Pettyjohn, Wood & White, Inc. 0.53% Reduce -0.4% 32,010 $2.9M
apricus wealth, LLC 1.71% Reduce -0.2% 31,985 $2.9M
Citizens Financial Group Inc. 0.05% Add +15.3% 31,950 $2.9M
Marshall Financial Group, LLC 0.57% Add +2.8% 31,536 $2.9M
West Paces Advisors Inc. 0.61% Add +14.8% 31,466 $2.9M
FAS Wealth Partners, Inc. 0.21% Add +6.8% 31,329 $2.9M
Leelyn Smith, LLC 0.47% Add +0.9% 31,191 $2.9M
Texas Yale Capital Corp. 0.09% Reduce -1.4% 31,013 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.24% Reduce -1.7% 30,873 $2.8M
Ethic Inc. 0.05% Reduce -0.1% 31,141 $2.8M
Naviter Wealth, LLC 0.35% Add +2.8% 30,817 $2.8M
Bison Wealth, LLC 0.22% Add +25.6% 30,528 $2.8M
Biltmore Family Office, LLC 0.48% Reduce -0.2% 30,697 $2.8M
Courier Capital LLC 0.17% Reduce -2.1% 30,689 $2.8M
Geneos Wealth Management Inc. 0.07% Add +47.5% 30,683 $2.8M
Shoker Investment Counsel, Inc. 0.88% Add +0.6% 30,579 $2.8M
McRae Capital Management Inc. 0.57% No change 30,552 $2.8M
Arete Wealth Advisors, LLC 0.20% Add +1.6% 30,532 $2.8M
Advyzon Investment Management, LLC 0.62% Add +981.9% 30,422 $2.8M
CW Advisors, LLC 0.03% Reduce -2.2% 30,360 $2.8M
Miller Howard Investments Inc. 0.09% Add +5.6% 30,335 $2.8M
Reaves W H & Co. Inc. 0.06% Reduce -12.7% 30,048 $2.8M
Systematic Alpha Investments, LLC 0.10% No change 30,000 $2.8M
Clarkston Capital Partners, LLC 0.06% No change 30,000 $2.8M
Hayek Kallen Investment Management 0.93% Reduce -1.0% 29,849 $2.7M
Holderness Investments Co. 0.59% Reduce -2.8% 29,845 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -6.5% 29,789 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +13.4% 29,719 $2.7M
Ilex Capital Partners (UK) LLP 0.09% New 29,702 $2.7M
HF Advisory Group, LLC 1.07% Add +17.1% 29,473 $2.7M
Allen Capital Group, LLC 0.28% Add +0.4% 29,405 $2.7M
Centaurus Financial, Inc. 0.16% Reduce -0.3% 29,279 $2.7M
LBMC Investment Advisors, LLC 0.19% Reduce -7.0% 29,269 $2.7M
Pullen Investment Management, LLC 1.62% Reduce -1.4% 29,221 $2.7M
Broadwater Capital Management LLC 2.08% Add +9083.0% 2,679,967 $2.7M
Hilltop National Bank 0.69% — 28,833 $2.6M
Jacobi Capital Management LLC 0.17% Add +0.6% 28,620 $2.6M
Chemung Canal Trust Co. 0.55% Reduce -14.1% 28,609 $2.6M
Rahlfs Capital, LLC 2.39% Reduce -4.1% 28,370 $2.6M
TFG Advisers LLC 0.89% Reduce -0.1% 28,309 $2.6M
Sargent Investment Group, LLC 0.35% Add +493.7% 27,425 $2.6M
Tyche Wealth Partners LLC 0.52% Add +0.1% 28,121 $2.6M
Aurora Investment Counsel 1.36% Add +1.9% 28,017 $2.6M
Mgo One Seven LLC 0.08% Add +0.4% 27,606 $2.5M
Great Valley Advisor Group, Inc. 0.06% Reduce -11.1% 27,452 $2.5M
Bayesian Capital Management, LP 0.40% New 27,300 $2.5M
Smith Chas P & Associates Pa Cpas 0.14% Reduce -0.2% 27,147 $2.5M
Soundwatch Capital LLC 0.42% New 1,125,364 $2.5M
Elo Mutual Pension Insurance Co 0.05% Add +4.2% 27,098 $2.5M
GAM Holding AG 0.17% Add +0.3% 27,089 $2.5M
Fiduciary Alliance LLC 0.19% Add +2.0% 27,024 $2.5M
Ausdal Financial Partners, Inc. 0.16% Add +372.0% 26,837 $2.5M
Cordgrass Capital Advisors, LLC 0.67% Add +16.7% 26,822 $2.5M
Tidal Investments LLC 0.02% Add +33.0% 26,771 $2.5M
Vectors Research Management, LLC 0.84% Reduce -0.8% 26,704 $2.5M
Harbour Trust & Investment Management Co 0.27% Reduce -0.2% 26,497 $2.4M
Quadrature Capital Ltd 0.04% New 26,372 $2.4M
Little House Capital LLC 0.61% Reduce -7.0% 26,312 $2.4M
Argyle Capital Management, LLC 0.87% No change 26,271 $2.4M
John G Ullman & Associates Inc. 0.36% Reduce -0.0% 26,092 $2.4M
Vinva Investment Management Ltd 0.06% Add +22.9% 26,340 $2.4M
Stamos Capital Partners, L.P. 0.43% Add +22.2% 26,017 $2.4M
Kavar Capital Partners Group, LLC 0.34% Reduce -3.7% 25,943 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.74% Add +3.1% 25,863 $2.4M
Capital Square, LLC 1.26% Add +0.6% 25,586 $2.4M
Mather Group, Llc. 0.03% Add +13.7% 25,815 $2.4M
Advanced Asset Management Advisors Inc 0.64% No change 25,805 $2.4M
Old North State Trust, LLC 1.62% Add +3.1% 25,756 $2.4M
Perigon Wealth Management, LLC 0.06% Add +0.7% 25,747 $2.4M
Mechanics Bank Trust Department 0.34% Reduce -3.9% 25,685 $2.4M
Allen Mooney & Barnes Investment Advisors LLC 0.39% Reduce -0.0% 25,637 $2.4M
Klein Pavlis & Peasley Financial, Inc. 1.57% New 25,611 $2.4M
Fulton Bank, N.A. 0.09% Reduce -13.7% 25,580 $2.3M
Private Trust Co. NA 0.22% Reduce -3.0% 25,551 $2.3M
Harbour Investments, Inc. 0.06% Add +9.0% 25,524 $2.3M
GAMMA Investing LLC 0.15% Add +19.9% 25,479 $2.3M
IHT Wealth Management, LLC 0.06% Reduce -3.0% 25,394 $2.3M
Ascent Wealth Partners, LLC 0.29% Add +0.6% 25,322 $2.3M
PFG Investments, LLC 0.14% Reduce -6.0% 25,265 $2.3M
Sterling Capital Management LLC 0.03% Add +629.1% 25,168 $2.3M
Ranch Capital Advisors Inc. 1.00% Add +7.6% 25,132 $2.3M
CreativeOne Wealth, LLC 0.06% Add +11.5% 25,025 $2.3M
Brevan Howard Capital Management LP 0.03% New 25,010 $2.3M
American Assets Investment Management, LLC 0.18% No change 25,000 $2.3M
Meeder Advisory Services, Inc. 0.12% Add +10.8% 24,890 $2.3M
Danske Bank A/S 0.01% Add +37.6% 24,863 $2.3M
Linden Thomas Advisory Services, LLC 0.25% Add +4.4% 24,862 $2.3M
Summit Trail Advisors, LLC 0.04% New 24,790 $2.3M
Brown Brothers Harriman & Co. 0.01% Add +12.8% 24,506 $2.3M
Stolper Co 0.74% Reduce -0.7% 24,471 $2.2M
ZWJ Investment Counsel Inc. 0.08% Add +5.8% 24,442 $2.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -9.6% 24,428 $2.2M
Mufg Securities Americas Inc. 0.19% Add +15.1% 24,358 $2.2M
Inman Jager Wealth Management, LLC 1.50% Add +2.0% 24,171 $2.2M
CI Investments Inc. 0.01% Add +3.1% 24,091 $2.2M
Caldwell Trust Co 0.22% Add +10.9% 24,055 $2.2M
Cape Investment Advisory, Inc. 0.81% Add +2.5% 24,045 $2.2M
Atlantic Union Bankshares Corp 0.05% Add +183.6% 23,780 $2.2M
S.E.E.D. Planning Group LLC 0.68% Reduce -0.6% 23,752 $2.2M
D L Carlson Investment Group Inc. 0.40% Add +4.0% 23,670 $2.2M
Trust Co. of Vermont 0.10% Add +6.2% 23,663 $2.2M
Kingswood Wealth Advisors, LLC 0.17% Add +5.6% 23,596 $2.2M
Americana Partners, LLC 0.07% Reduce -69.0% 23,478 $2.2M
Siemens Fonds Invest GmbH 0.13% Reduce -2.3% 23,431 $2.2M
Citizens National Bank Trust Department 0.43% Reduce -0.2% 23,404 $2.1M
Smartleaf Asset Management LLC 0.19% Reduce -8.1% 23,640 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -62.2% 23,387 $2.1M
Nomura Holdings Inc. 0.02% Reduce -47.3% 23,294 $2.1M
First United Bank & Trust 0.74% Add +5.8% 23,224 $2.1M
Greenleaf Trust 0.02% Reduce -22.5% 23,123 $2.1M
Southeast Asset Advisors, LLC 0.25% Add +0.3% 23,089 $2.1M
Quadrant Capital Group LLC 0.08% Reduce -0.7% 23,012 $2.1M
Wealthspire Advisors, LLC 0.01% Add +1.3% 22,955 $2.1M
Old Port Advisors 0.57% Reduce -20.5% 22,903 $2.1M
Essex LLC 0.41% Reduce -2.7% 22,785 $2.1M
Qtron Investments LLC 0.26% Reduce -6.3% 22,546 $2.1M
Bessemer Group Inc. 0.00% Reduce -7.3% 22,528 $2.1M
Wedbush Securities Inc. 0.07% Add +3.2% 22,390 $2.1M
Columbus Macro, LLC 0.25% Add +0.6% 22,233 $2.0M
Sowell Financial Services LLC 0.08% Reduce -0.5% 22,148 $2.0M
Verdence Capital Advisors LLC 0.14% Reduce -8.6% 22,051 $2.0M
Plan Group Financial, LLC 0.67% Add +11.7% 22,047 $2.0M
Baillie Gifford & Co. 0.00% Reduce -10.8% 21,972 $2.0M
HHM Wealth Advisors, LLC 0.24% Reduce -2.3% 21,941 $2.0M
Assetmark, Inc. 0.00% Add +16.2% 21,832 $2.0M
Cohen Klingenstein LLC 0.07% No change 21,800 $2.0M
Principal Securities, Inc. 0.04% Reduce -11.7% 21,741 $2.0M
TD Private Client Wealth LLC 0.05% Reduce -20.9% 21,736 $2.0M
Koshinski Asset Management, Inc. 0.15% Add +18.3% 21,698 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -32.2% 21,696 $2.0M
LVW Advisors, LLC 0.22% Add +10.1% 21,643 $2.0M
Hilltop Holdings Inc. 0.13% Add +20.6% 21,548 $2.0M
NBT Bank, N.A. 0.14% Reduce -4.2% 21,499 $2.0M
Venture Visionary Partners LLC 0.07% Add +7.4% 21,462 $2.0M
Gladstone Institutional Advisory LLC 0.08% Reduce -6.9% 21,356 $2.0M
MSH Capital Advisors LLC 0.56% Add +1.4% 21,336 $2.0M
RDA Financial Network 0.53% Add +2.0% 21,302 $2.0M
Lanark Financial, Inc. 0.16% Add +2.1% 21,272 $2.0M
NTV Asset Management LLC 0.23% Add +0.0% 21,178 $1.9M
Capital Investment Advisory Services, LLC 0.16% Add +0.5% 21,173 $1.9M
Bangor Savings Bank 0.17% Add +3.5% 21,133 $1.9M
Nicholson Wealth Management Group, LLC 1.20% No change 21,122 $1.9M
Panagora Asset Management Inc. 0.01% Reduce -73.2% 21,104 $1.9M
Modern Wealth Management, LLC 0.05% Add +185.3% 21,091 $1.9M
Global Retirement Partners, LLC 0.05% — 21,051 $1.9M
Armor Investment Advisors, LLC 0.73% Reduce -2.8% 20,975 $1.9M
Alaethes Wealth, LLC 0.57% Add +831.2% 20,952 $1.9M
Patten & Patten Inc. 0.12% Reduce -0.4% 20,881 $1.9M
LMG Wealth Partners, LLC 0.39% Add +5.9% 20,865 $1.9M
Benedict Financial Advisors Inc. 0.43% Add +0.0% 20,701 $1.9M
Stock Yards Bank & Trust Co. 0.06% Reduce -2.5% 20,632 $1.9M
Ethos Financial Group, LLC 0.16% Reduce -53.1% 20,620 $1.9M
Landscape Capital Management, L.L.C. 0.15% Add +654.3% 20,358 $1.9M
First City Capital Management, Inc. 1.08% Add +2.9% 20,332 $1.9M
Parsons Capital Management Inc. 0.11% Add +2.5% 20,324 $1.9M
Orange Investment Advisors, Inc. 0.20% No change 20,190 $1.9M
Mystic Asset Management, Inc. 0.45% Reduce -0.4% 20,166 $1.9M
Lineweaver Wealth Advisors, LLC 0.29% Add +10.1% 20,154 $1.9M
Weaver Capital Management LLC 0.45% Reduce -1.2% 20,085 $1.8M
Mayfair Advisory Group, LLC 0.87% Reduce -3.0% 19,438 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +9.0% 20,037 $1.8M
Ritholtz Wealth Management 0.04% Add +18.1% 20,036 $1.8M
Canal Insurance CO 0.41% No change 20,000 $1.8M
Valeo Financial Advisors, LLC 0.05% Add +13.5% 20,004 $1.8M
Regal Investment Advisors LLC 0.14% Reduce -5.2% 19,973 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -30.4% 19,961 $1.8M
Good Life Advisors, LLC 0.11% Add +1.7% 19,946 $1.8M
Brooks, Moore & Associates, Inc. 0.97% Add +2.1% 19,123 $1.8M
Adapt Wealth Advisors, LLC 0.81% Add +6.7% 19,665 $1.8M
Ameritas Advisory Services, LLC 0.09% Add +14.8% 19,537 $1.8M
Smith, Moore & Co. 0.15% Reduce -6.8% 19,521 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -2.1% 19,510 $1.8M
Accurate Wealth Management, LLC 0.27% Add +2.1% 19,186 $1.8M
Bank of Hawaii 0.09% Reduce -30.9% 19,313 $1.8M
Bahl & Gaynor LLC 0.01% Add +3.0% 19,312 $1.8M
LVZ, Inc. 0.21% Add +2.0% 19,122 $1.8M
Wedmont Private Capital 0.07% Add +11.9% 19,086 $1.8M
NorthRock Partners, LLC 0.05% Reduce -1.1% 19,067 $1.8M
Rollins Financial Advisors, LLC 0.28% Add +2.9% 19,044 $1.7M
Brooklyn Investment Group 0.23% Add +28.0% 19,009 $1.7M
Cohen Capital Management, Inc. 0.28% No change 19,000 $1.7M
Red Door Wealth Management, LLC 0.21% Add +27.7% 18,739 $1.7M
Aviva PLC 0.00% Add +4.3% 18,714 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Add +2.8% 18,702 $1.7M
Compass Wealth Management, LLC 0.92% — 18,645 $1.7M
ICW Investment Advisors LLC 0.67% Add +0.8% 18,578 $1.7M
Earnest Partners LLC 0.01% Add +4.3% 18,536 $1.7M
SWAN Capital LLC 0.74% No change 18,525 $1.7M
Ignite Planners, LLC 0.30% Reduce -5.2% 18,052 $1.7M
Eagle Rock Investment Company, LLC 0.27% Reduce -0.4% 18,356 $1.7M
Symphony Financial, Ltd. Co. 0.22% Add +124.6% 18,848 $1.7M
CPC Advisors, LLC 0.21% Reduce -9.3% 18,257 $1.7M
Johnson Financial Group, Inc. 0.08% Add +13.0% 18,224 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -4.1% 18,222 $1.7M
Providence First Trust Co 0.59% Reduce -0.7% 18,146 $1.7M
Peoples Financial Services Corp. 0.82% Reduce -6.0% 18,102 $1.7M
Monte Financial Group, LLC 0.64% No change 18,065 $1.7M
Pacific Wealth Strategies Group, Inc. 1.09% Reduce -10.8% 17,501 $1.7M
Snowden Capital Advisors LLC 0.05% Add +10.2% 17,993 $1.7M
SBI Securities Co., Ltd. 0.05% Reduce -6.4% 17,928 $1.6M
Advisor OS, LLC 0.16% Add +10.2% 17,873 $1.6M
Dearborn Partners LLC 0.08% Reduce -53.3% 17,762 $1.6M
World Investment Advisors 0.04% Reduce -10.1% 17,736 $1.6M
Strategic Blueprint, LLC 0.08% Add +6.2% 17,674 $1.6M
GTS Securities LLC 0.07% Reduce -46.1% 17,530 $1.6M
Huber Capital Management LLC 0.27% Add +17.4% 17,500 $1.6M
Jeppson Wealth Management, LLC 0.55% Reduce -0.2% 17,469 $1.6M
Canada Post Corp Registered Pension Plan 0.09% New 17,432 $1.6M
Romano Brothers and Company 0.20% Reduce -4.5% 17,369 $1.6M
Primoris Wealth Advisors, LLC 1.08% Reduce -6.5% 17,294 $1.6M
Wellington Shields & Co., LLC 0.45% Reduce -0.6% 17,234 $1.6M
RFP Financial Group LLC 0.65% Reduce -4.2% 17,131 $1.6M
Gleason Group, Inc. 0.17% Add +0.8% 17,123 $1.6M
Constitution Capital LLC 0.80% Add +31.3% 17,100 $1.6M
Diversified Trust Co. 0.03% Reduce -35.5% 17,071 $1.6M
Asset Advisors Investment Management, LLC 0.15% No change 17,048 $1.6M
Bristlecone Advisors, LLC 0.13% Reduce -3.0% 17,015 $1.6M
NJ State Employees Deferred Compensation Plan 0.18% No change 17,000 $1.6M
Smith Thornton Advisors LLC 0.90% Reduce -5.1% 16,985 $1.6M
Twin Capital Management Inc. 0.17% Reduce -1.5% 16,947 $1.6M
Burns J W & Co. Inc. 0.19% Reduce -2.2% 16,857 $1.5M
Sumitomo Life Insurance Co. 0.10% Reduce -6.3% 16,827 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -74.8% 16,764 $1.5M
Agp Franklin, LLC 0.81% Add +289.9% 16,725 $1.5M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -7.2% 16,697 $1.5M
XML Financial, LLC 0.13% Add +3.7% 16,566 $1.5M
Driehaus Capital Management LLC 0.01% Add +59.1% 16,552 $1.5M
TCW Group Inc. 0.01% Add +2.1% 16,522 $1.5M
Cornell Pochily Investment Advisors, Inc. 0.50% Reduce -4.6% 16,501 $1.5M
Maridea Wealth Management LLC 0.39% New 16,440 $1.5M
Focus Financial Network, Inc. 0.06% Add +3.3% 16,439 $1.5M
Ipswich Investment Management Co., Inc. 0.36% No change 16,401 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 16,400 $1.5M
EPG Wealth Management LLC 0.44% Reduce -8.0% 15,920 $1.5M
CapWealth Advisors, LLC 0.14% No change 15,801 $1.5M
Silver Oak Securities, Incorporated 0.12% Add +1.8% 15,763 $1.4M
Silvercrest Asset Management Group LLC 0.01% Reduce -6.5% 15,709 $1.4M
High Net Worth Advisory Group LLC 0.38% Reduce -1.2% 15,700 $1.4M
Cadence Bank 0.09% Add +2.9% 15,664 $1.4M
Stokes Family Office, LLC 0.15% Reduce -1.2% 15,661 $1.4M
GoalVest Advisory LLC 0.35% Add +1.3% 15,613 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.53% Reduce -0.8% 15,595 $1.4M
Confluence Wealth Services, Inc. 0.08% Add +1.2% 15,575 $1.4M
Highline Wealth Partners LLC 0.42% Add +0.0% 15,561 $1.4M
Interval Partners, LP 0.03% Reduce -8.2% 15,557 $1.4M
Burke & Herbert Bank & Trust Co. 0.32% No change 15,350 $1.4M
Composition Wealth, LLC 0.02% Reduce -3.9% 15,300 $1.4M
Kenora Financial, LLC 0.52% Add +12.7% 15,276 $1.4M
Powers Advisory Group, LLC 0.62% Add +0.6% 15,252 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Reduce -4.1% 15,172 $1.4M
Venturi Wealth Management, LLC 0.07% Reduce -1.3% 15,125 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% — 15,095 $1.4M
Centennial Bank 0.58% Reduce -1.5% 15,091 $1.4M
Fca Corp. 0.41% Reduce -0.6% 15,028 $1.4M
Meketa Investment Group Inc. 4.18% Reduce -14.2% 15,021 $1.4M
Capstone Investment Advisors, LLC 0.01% New 15,012 $1.4M
Arax Advisory Partners 0.06% Add +20.1% 3,520 $1.4M
Simplicity Wealth,LLC 0.06% Add +277.6% 14,908 $1.4M
AssuredPartners Investment Advisors, LLC 0.33% Reduce -15.3% 14,873 $1.4M
Register Financial Advisors LLC 0.59% Add +3.0% 14,811 $1.4M
Farmers National Bank 0.36% Reduce -5.5% 14,731 $1.4M
Lebenthal Global Advisors, LLC 0.25% Add +0.8% 14,711 $1.4M
Spreng Capital Management, Inc. 0.57% No change 14,617 $1.3M
Valmark Advisers, Inc. 0.02% Add +15.2% 14,584 $1.3M
NovaPoint Capital, LLC 0.41% Add +4.5% 14,558 $1.3M
Glen Eagle Advisors, LLC 0.21% Reduce -1.1% 14,516 $1.3M
Archford Capital Strategies, LLC 0.17% Add +6.6% 14,496 $1.3M
International Assets Investment Management, LLC 0.11% Reduce -9.5% 14,493 $1.3M
Raleigh Capital Management Inc. 0.56% Reduce -17.8% 14,452 $1.3M
Philadelphia Trust Co. 0.10% No change 14,430 $1.3M
DMC Group, LLC 1.03% Reduce -0.5% 14,401 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.28% Add +0.7% 14,385 $1.3M
NewEdge Wealth, LLC 0.02% New 13,801 $1.3M
Chatham Capital Group, Inc. 0.20% No change 14,294 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -46.8% 14,279 $1.3M
Exencial Wealth Advisors, LLC 0.05% Add +63.2% 14,182 $1.3M
Cannon Financial Strategists, Inc. 0.21% Add +1.2% 14,174 $1.3M
Brighton Jones LLC 0.04% Add +3.6% 14,160 $1.3M
Ti-Trust, Inc. 0.87% No change 14,160 $1.3M
Adirondack Trust Co. 0.47% Reduce -6.6% 14,156 $1.3M
Kiker Wealth Management, LLC 0.73% Add +0.1% 14,120 $1.3M
Parallel Advisors, LLC 0.03% Add +6.0% 14,079 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -3.0% 14,079 $1.3M
Retirement Planning Co of New England, Inc. 0.58% Reduce -0.3% 14,076 $1.3M
Guardian Wealth Advisors, LLC / NC 0.09% Add +10.7% 14,055 $1.3M
Diversify Advisory Services, LLC 0.05% Add +15.2% 13,661 $1.3M
Country Club Bank 0.08% Add +10.0% 14,110 $1.3M
Kovack Advisors, Inc. 0.13% Reduce -0.8% 13,965 $1.3M
Sculati Wealth Management, LLC 0.48% Reduce -3.9% 13,965 $1.3M
Aprio Wealth Management, LLC 0.14% Reduce -0.4% 13,942 $1.3M
Detalus Advisors, LLC 0.37% Reduce -0.3% 13,935 $1.3M
Berkeley Capital Partners, LLC 0.32% Reduce -1.0% 13,923 $1.3M
Personal Cfo Solutions, LLC 0.24% Add +0.3% 13,915 $1.3M
Jackson Thornton Wealth Management, LLC 0.15% Add +0.3% 13,980 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +2.4% 13,876 $1.3M
Delta Asset Management LLC 0.11% Reduce -4.7% 13,866 $1.3M
Stiles Financial Services Inc 0.44% Add +8.1% 13,821 $1.3M
West Bancorporation Inc. 0.80% No change 13,820 $1.3M
Bank & Trust Co 1.00% Reduce -0.6% 13,704 $1.3M
Empire Financial Management Company, LLC 0.36% No change 13,667 $1.3M
ForthRight Wealth Management, LLC 0.39% Reduce -1.9% 13,614 $1.3M
Blue Fin Capital, Inc. 0.21% Add +17.3% 13,588 $1.2M
Mitchell Sinkler & Starr 0.59% Reduce -5.6% 13,498 $1.2M
Farmers & Merchants Investments Inc. 0.04% Reduce -4.0% 13,486 $1.2M
Mission Wealth Management, LP 0.03% Reduce -3.1% 13,434 $1.2M
CWS Financial Advisors, LLC 0.36% Add +12.2% 13,413 $1.2M
Fidelis Capital Partners, LLC 0.11% Add +4.7% 13,005 $1.2M
Baldwin Investment Management, LLC 0.15% Reduce -1.0% 13,328 $1.2M
GC Wealth Management RIA, LLC 0.10% Add +425.7% 13,290 $1.2M
Sheets Smith Wealth Management 0.14% Add +0.3% 13,272 $1.2M
Checchi Capital Advisers, LLC 0.08% Reduce -5.1% 13,249 $1.2M
GMO 0.00% Add +5.4% 13,234 $1.2M
United Bank 0.14% No change 13,150 $1.2M
Prosperity Consulting Group, LLC 0.09% Add +2.4% 13,110 $1.2M
Meiji Yasuda Life Insurance Co 0.04% Reduce -4.7% 13,022 $1.2M
OneAscent Financial Services LLC 0.09% Reduce -41.2% 12,979 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -95.9% 12,963 $1.2M
Financial Security Advisor, Inc. 0.27% Add +5.2% 12,936 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.6% 12,935 $1.2M
Widmann Financial Services, Inc. 0.82% Add +8.3% 12,871 $1.2M
Asset Planning,Inc 0.89% Add +0.0% 12,857 $1.2M
SPC Financial, Inc. 0.10% Add +0.6% 12,792 $1.2M
Andra AP-fonden 0.02% Reduce -93.8% 12,779 $1.2M
First County Bank 0.63% Reduce -8.1% 12,774 $1.2M
Applied Finance Capital Management, LLC 0.08% New 12,696 $1.2M
Keystone Financial Group 0.10% Add +0.1% 12,624 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -15.7% 12,573 $1.2M
Rowlandmiller & Partners.adv 0.24% Add +0.3% 12,554 $1.2M
SRH Advisors, LLC 0.35% No change 12,525 $1.2M
Bard Financial Services, Inc. 0.14% No change 12,520 $1.1M
IFP Advisors, Inc 0.03% Reduce -3.3% 12,206 $1.1M
Busey Bank 0.04% Add +5.6% 12,474 $1.1M
West Family Investments, Inc. 0.30% Add +21.3% 12,440 $1.1M
Spire Wealth Management 0.04% Reduce -9.4% 12,470 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Add +3.9% 12,418 $1.1M
Marino, Stram & Associates LLC 0.23% Add +1.2% 12,415 $1.1M
Western Wealth Management, LLC 0.07% Reduce -5.8% 12,370 $1.1M
Ontario Teachers Pension Plan Board 0.02% Reduce -39.7% 12,312 $1.1M
Strategic Wealth Partners, Ltd. 0.09% — 12,301 $1.1M
Firethorn Wealth Partners, LLC 0.49% Reduce -1.2% 12,298 $1.1M
CFS Investment Advisory Services, LLC 0.09% Add +3.0% 12,298 $1.1M
Essex Bank 0.27% No change 12,293 $1.1M
Jaffetilchin Investment Partners, LLC 0.07% Reduce -2.0% 12,260 $1.1M
Waterfront Wealth Inc. 0.25% Reduce -3.0% 12,240 $1.1M
Integrated Advisors Network LLC 0.05% Add +0.4% 12,218 $1.1M
North Dallas Bank & Trust Co. 0.85% — 12,176 $1.1M
Stableford Capital II LLC 0.42% Add +1.4% 11,596 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -29.1% 12,012 $1.1M
Northstar Financial Companies, Inc. 1.15% Add +46.3% 12,010 $1.1M
Aft, Forsyth & Company, Inc. 0.56% No change 11,998 $1.1M
WCG Wealth Advisors LLC 0.07% New 11,986 $1.1M
Nwam LLC 0.06% Add +5.6% 11,575 $1.1M
Allegheny Financial Group 0.24% Add +0.2% 11,877 $1.1M
1834 Investment Advisors Co. 0.14% Reduce -2.7% 11,853 $1.1M
Tower Bridge Advisors 0.12% Add +70.3% 11,744 $1.1M
Patton Albertson Miller Group, LLC 0.14% Add +9.2% 11,688 $1.1M
BlueChip Wealth Advisors LLC 0.44% Add +18.9% 11,624 $1.1M
Infrastructure Capital Advisors, LLC 0.17% Add +25.1% 11,613 $1.1M
SCP Investment, LP 0.85% Add +18.4% 11,600 $1.1M
Larson Financial Group LLC 0.04% Add +1.5% 11,595 $1.1M
Hills Bank & Trust Co 0.07% No change 11,579 $1.1M
Magnolia Capital Advisors LLC 0.27% Add +1.9% 11,527 $1.1M
HUB Investment Partners, LLC 0.04% Add +16.0% 11,518 $1.1M
Caisse de depot et placement du Quebec 0.00% Reduce -96.5% 11,513 $1.1M
Sage Mountain Advisors LLC 0.07% Add +25.6% 11,475 $1.1M
SVB Wealth LLC 0.06% New 11,471 $1.1M
Nicollet Investment Management, Inc. 0.35% No change 11,461 $1.1M
Columbia Asset Management 0.21% Add +0.0% 11,443 $1.1M
Burney Co./ 0.04% Add +1.3% 11,432 $1.0M
Norris Perne & French LLP 0.07% Reduce -0.0% 11,410 $1.0M
Leisure Capital Management 0.39% Add +0.9% 11,408 $1.0M
KPP Advisory Services LLC 0.17% Add +1.0% 11,392 $1.0M
RS Crum Inc. 0.25% Reduce -2.5% 11,386 $1.0M
1620 Investment Advisors, Inc. 0.75% Add +0.8% 11,340 $1.0M
Cobblestone Capital Advisors LLC 0.05% Add +2.5% 11,301 $1.0M
Charles Schwab Trust Co 0.08% Add +211.5% 11,242 $1.0M
HBW Advisory Services LLC 0.13% Add +14.3% 11,201 $1.0M
Altshuler Shaham Ltd 0.03% Add +178.8% 11,192 $1.0M
Ami Asset Management Corp. 0.06% Reduce -0.7% 11,172 $1.0M
Edge Financial Advisors LLC 0.54% Add +9.1% 11,144 $1.0M
Apella Capital, LLC 0.03% Add +0.9% 11,152 $1.0M
Sound Income Strategies, LLC 0.06% Add +244.0% 11,119 $1.0M
Bush Investment Group, LLC 0.68% Reduce -5.5% 11,085 $1.0M
Resources Management Corp. /CT/ 0.14% Reduce -1.3% 11,070 $1.0M
BIP Wealth, LLC 0.06% Reduce -7.9% 11,010 $1.0M
Cherokee Insurance Co 0.44% No change 11,000 $1.0M
Claro Advisors Inc. 0.17% Reduce -49.2% 10,996 $1.0M
Kuhn & Co Investment Counsel 0.76% Reduce -0.2% 10,975 $1.0M
Second Line Capital, LLC 0.23% Add +1.0% 10,974 $1.0M
Grey Ledge Advisors, LLC 0.25% Reduce -6.0% 10,949 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.29% Reduce -1.0% 10,945 $1.0M
Banco Santander, S.A. 0.01% Add +26.0% 10,914 $1.0M
Fourpath Capital Management, LLC 0.16% Reduce -13.6% 10,887 $1000K
Silverlake Wealth Management LLC 0.29% Add +4.9% 10,875 $999K
Clarendon Private LLC 0.96% Add +14.8% 10,846 $996K
Rogco, LP 0.37% Add +0.4% 10,836 $995K
Commerzbank Aktiengesellschaft 0.02% Reduce -0.3% 10,766 $989K
Evercore Wealth Management, LLC 0.02% Reduce -13.3% 10,768 $989K
Balboa Wealth Partners 0.20% Reduce -10.2% 10,759 $988K
Cigna Investments Inc. 0.17% Reduce -2.7% 10,748 $987K
Fifth Third Wealth Advisors LLC 0.04% Reduce -0.0% 10,732 $986K
CHICAGO TRUST Co NA 0.14% Add +11.1% 10,729 $985K
Ables, Iannone, Moore & Associates, Inc. 0.61% Reduce -4.4% 10,724 $985K
Gilbert & Cook, Inc. 0.13% Add +2.1% 10,712 $984K
Everstar Asset Management, LLC 0.60% Reduce -1.2% 10,667 $980K
Trust Point Inc. 0.09% Add +14.8% 10,640 $977K
Tower Research Capital LLC (TRC) 0.03% Reduce -88.0% 10,612 $975K
Journey Strategic Wealth LLC 0.03% Add +86.5% 10,572 $971K
Chesley Taft & Associates LLC 0.04% No change 10,547 $969K
Texas Bank & Trust Co 0.38% Reduce -1.9% 10,504 $965K
Rehmann Capital Advisory Group 0.06% Add +6.3% 10,495 $964K
Modera Wealth Management, LLC 0.01% Reduce -2.7% 10,478 $962K
Members Trust Co 0.03% Reduce -1.7% 10,396 $955K
AdvisorNet Financial, Inc 0.06% Add +9.1% 10,389 $954K
Bedell Frazier Investment Counselling, LLC 0.24% No change 10,375 $953K
Ascent Group, LLC 0.04% Add +6.6% 10,347 $950K
Severin Investments, LLC 0.89% Add +0.6% 10,318 $948K
Field & Main Bank 0.31% Reduce -1.9% 10,300 $946K
Marco Investment Management LLC 0.08% Add +1.1% 10,234 $940K
Sunburst Financial Group, LLC 0.21% Reduce -0.2% 10,222 $939K
Bryn Mawr Trust Advisors, LLC 0.05% Add +7.0% 10,209 $937K
Acorn Wealth Advisors, LLC 0.35% Add +0.6% 10,204 $937K
Lombard Odier Asset Management (Switzerland) SA 0.05% No change 10,153 $932K
Investment Partners Asset Management, Inc. 0.65% Add +0.0% 10,139 $931K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.2% 10,105 $928K
Haverford Trust Co 0.01% Reduce -0.2% 10,103 $928K
Kingsman Wealth Management, Inc. 0.58% Reduce -0.2% 10,092 $927K
Mendel Money Management 0.41% Reduce -1.0% 10,089 $926K
Pine Valley Investments Ltd Liability Co 0.05% Add +3.5% 10,057 $924K
Roundview Capital LLC 0.06% Add +1.6% 10,009 $919K
Graypoint LLC 0.05% Add +7.5% 9,963 $915K
Plimoth Trust Co. LLC 0.22% Reduce -0.6% 9,952 $914K
Woodward Diversified Capital, LLC 0.46% Add +79.5% 9,929 $912K
HM Payson & Co. 0.01% Add +2.4% 9,907 $910K
Triad Wealth Partners, LLC 0.18% Add +16.7% 9,904 $909K
Home Federal Bank of Tennessee 0.26% No change 9,890 $908K
CoreCap Advisors, LLC 0.04% Reduce -1.2% 9,885 $908K
Means Investment Co., Inc. 0.09% Add +0.3% 9,878 $907K
Excalibur Management Corp. 0.34% No change 9,825 $902K
Legacy Wealth Asset Management, LLC 0.23% Reduce -0.5% 9,824 $902K
Trustco Bank Corp. N Y 0.88% Reduce -3.0% 9,822 $902K
Novare Capital Management LLC 0.07% Add +46.1% 9,803 $900K
McGlone Suttner Wealth Management, Inc. 0.14% Add +14.4% 9,798 $900K
Journey Advisory Group, LLC 0.07% Reduce -0.4% 9,798 $900K
Richards, Merrill & Peterson, Inc. 0.42% Add +2.8% 9,729 $893K
Avestar Capital, LLC 0.07% Add +91.5% 9,706 $891K
Ancora Advisors LLC 0.02% Add +2.1% 9,704 $891K
Shepherd Financial Partners LLC 0.09% Reduce -3.5% 9,675 $888K
Monetary Management Group Inc. 0.22% No change 9,607 $882K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.7% 9,579 $880K
St Germain D J Co. Inc. 0.04% Add +108.4% 9,575 $879K
Secure Asset Management, LLC 0.16% Reduce -2.1% 9,563 $878K
William Allan Corp 0.51% Add +0.8% 9,563 $878K
Beaumont Financial Advisors, LLC 0.06% Reduce -1.5% 9,533 $875K
LaFleur & Godfrey LLC 0.11% Reduce -13.9% 9,532 $875K
Cookson Peirce & Co. Inc. 0.04% No change 9,528 $875K
Chicago Partners Investment Group LLC 0.03% Reduce -5.7% 9,163 $872K
Wagner Wealth Management, LLC 0.20% Add +8.0% 9,480 $871K
Cerro Pacific Wealth Advisors LLC 0.24% Add +60.2% 9,470 $870K
YHB Investment Advisors, Inc. 0.07% Add +2.1% 9,468 $869K
Golden State Wealth Management, LLC 0.11% Add +3.2% 9,445 $867K
Fiduciary Trust Co 0.01% Add +18.3% 9,421 $865K
Trueblood Wealth Management, LLC 0.36% Reduce -2.3% 9,416 $865K
Moneco Advisors, LLC 0.08% Reduce -0.4% 9,409 $864K
Eagle Strategies LLC 0.13% Add +0.0% 9,408 $864K
Freedom Investment Management, Inc. 0.07% Reduce -6.6% 9,401 $863K
Summit Global Investments 0.05% Add +2.9% 9,395 $863K
Affinity Wealth Management LLC 0.14% Add +0.7% 9,337 $857K
Xcel Wealth Management, LLC 0.25% Add +4.9% 9,246 $849K
RIA Advisory Group LLC 0.25% Reduce -9.8% 9,231 $848K
Alamea Verwaltungs GmbH 0.64% Add +50.0% 9,220 $847K
Mainsail Asset Management, LLC 0.52% Add +0.1% 9,178 $843K
Aberdeen Wealth Management LLC 0.56% Add +0.1% 9,176 $843K
Banque Cantonale Vaudoise 0.03% Reduce -11.0% 9,144 $840K
SteelPeak Wealth, LLC 0.03% Add +27.0% 9,139 $839K
Cornerstone Advisors, LLC 0.03% Reduce -83.0% 9,100 $836K
Inspire Advisors, LLC 0.09% Reduce -3.5% 9,099 $836K
NorthCrest Asset Manangement, LLC 0.02% Add +8.3% 9,099 $833K
Wells Trecaso Financial Group, LLC 0.26% No change 9,055 $832K
Lazard Asset Management LLC 0.00% Add +0.8% 9,050 $831K
Vontobel Holding Ltd. 0.00% Reduce -38.9% 9,011 $827K
Clear Creek Financial Management, LLC 0.08% Reduce -3.3% 9,004 $827K
Salem Investment Counselors Inc. 0.03% Reduce -1.5% 9,000 $827K
SevenBridge Financial Group, LLC 0.15% Reduce -23.9% 8,784 $825K
Breakwater Capital Group 0.13% Add +0.0% 8,956 $822K
Norden Group LLC 0.09% Add +14.6% 8,956 $822K
Community Bank of Raymore 0.61% No change 8,950 $822K
Verity Asset Management, Inc. 0.39% Reduce -51.0% 8,922 $819K
Mechanics Financial Corp 0.35% Add +1.1% 8,913 $818K
Alps Advisors Inc. 0.00% Add +122.8% 8,910 $818K
Procyon Advisors, LLC 0.08% Reduce -9.7% 8,896 $817K
St. Johns Investment Management Company, LLC 0.37% Reduce -0.9% 8,868 $814K
Insight Inv LLC 0.54% Reduce -2.0% 8,845 $812K
Balentine LLC 0.03% Reduce -9.9% 8,841 $812K
Wealth Alliance, LLC 0.09% Reduce -17.4% 8,836 $811K
Intrust Bank NA 0.07% Reduce -8.0% 8,825 $810K
Wulff, Hansen & Co. 0.69% No change 8,798 $808K
Yeomans Consulting Group, Inc. 0.33% Reduce -4.9% 8,753 $808K
Keudell/Morrison Wealth Management 0.18% Reduce -12.5% 8,781 $806K
Court Place Advisors, LLC 0.25% No change 8,777 $806K
JT Stratford LLC 0.12% Add +1.9% 8,763 $805K
Howard Capital Management, LLC 0.01% Add +29.1% 8,725 $801K
Kennedy Investment Group, Inc. 0.34% Add +0.3% 8,721 $801K
Vista Capital Partners, Inc. 0.09% Add +0.5% 8,710 $800K
one8zero8, LLC 0.19% Add +0.1% 8,706 $799K
First National Corp. /Ma/ 0.16% No change 8,704 $799K
Howard Capital Management Group, LLC 0.06% No change 8,698 $799K
Certified Advisory Corp 0.08% Add +0.1% 8,686 $798K
Shulman DeMeo Asset Management LLC 0.19% Reduce -4.0% 8,552 $785K
Gables Capital Management Inc. 0.37% Reduce -4.0% 8,542 $784K
Syon Capital LLC 0.05% Add +35.2% 8,517 $782K
Benin Management CORP 0.20% Add +1.2% 8,483 $779K
Visionary Horizons, LLC 0.49% Reduce -0.2% 8,460 $777K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -10.4% 8,436 $775K
Valley Brook Capital Group, Inc. 0.58% Add +0.6% 8,409 $772K
Grove Bank & Trust 0.10% Add +0.9% 8,402 $772K
CX Institutional 0.03% Add +3.3% 8,377 $769K
North Star Investment Management Corp. 0.05% Reduce -5.9% 8,366 $768K
Rodgers Brothers Inc. 0.10% No change 8,343 $766K
Smith Salley Wealth Management 0.04% Reduce -3.1% 8,341 $766K
Belpointe Asset Management LLC 0.03% Reduce -11.0% 8,326 $765K
Successful Portfolios LLC 0.47% Add +0.0% 8,315 $764K
Linscomb Wealth, Inc. 0.04% Reduce -23.6% 8,309 $763K
Park National Corp. 0.03% Reduce -0.5% 8,292 $761K
Aviance Capital Partners, LLC 0.10% Add +0.7% 8,265 $759K
White Lighthouse Investment Management Inc. 0.12% Add +0.6% 8,205 $753K
Autumn Glory Partners, LLC 0.35% No change 8,185 $752K
Lakeshore Financial Planning, Inc. 0.30% Add +0.7% 8,171 $750K
Roberts Glore & Co. Inc. 0.22% Reduce -5.3% 8,127 $746K
Private Capital Management, LLC 0.08% No change 8,122 $746K
Aventura Private Wealth, LLC 0.32% Reduce -1.1% 8,069 $741K
Geometric Wealth Advisors 0.11% Add +0.3% 8,027 $737K
Archer Investment Corp 0.18% No change 8,007 $735K
W Advisors, LLC 0.42% Reduce -0.2% 8,007 $735K
Signal Advisors Wealth, LLC 0.06% Add +106.0% 7,992 $734K
Park Square Financial Group, LLC 0.53% Reduce -1.9% 7,986 $733K
Ascentis Independent Advisors 0.14% Add +0.8% 7,953 $730K
Sonora Investment Management Group, LLC 0.05% Add +4.0% 7,947 $730K
Wealth Dimensions Group, Ltd. 0.16% Add +3.3% 7,935 $729K
Blalock Williams, LLC 0.73% Reduce -3.6% 7,912 $727K
AlphaCore Capital LLC 0.03% Add +9.1% 7,867 $722K
Allred Capital Management, LLC 0.27% Reduce -7.4% 7,861 $722K
WFA of San Diego, LLC 0.53% — 7,860 $722K
Fullerton Fund Management Co Ltd. 0.03% Reduce -45.6% 7,849 $721K
SageOak Financial, LLC 0.58% No change 7,844 $720K
Three Magnolias Financial Advisors, LLC 0.50% No change 7,815 $718K
Chesapeake Wealth Management 0.24% Add +145.9% 7,801 $716K
Viawealth, LLC 0.42% Reduce -11.1% 7,771 $714K
Pinion Investment Advisors, LLC 0.25% Add +1.0% 7,768 $713K
Faithward Advisors, LLC 0.11% Reduce -3.3% 7,748 $711K
Prairie Sky Financial Group LLC 0.39% No change 7,745 $711K
McLean Asset Management Corp 0.19% Add +0.8% 7,794 $710K
Sard Wealth Management Group, LLC 0.44% Add +0.8% 7,694 $707K
Nations Financial Group Inc, /Ia/ 0.05% Add +27.7% 7,678 $705K
ProVise Management Group, LLC 0.06% Reduce -1.2% 7,661 $704K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -4.0% 7,655 $703K
T. Rowe Price Investment Management, Inc. 0.00% Add +63.2% 7,625 $701K
Tradition Wealth Management, LLC 0.06% Add +7.3% 7,599 $698K
Eastern Bank 0.01% Reduce -1.7% 7,589 $697K
Moneta Group Investment Advisors LLC 0.01% Add +15.7% 7,587 $697K
Baker Boyer National Bank 0.24% Reduce -1.4% 7,582 $696K
Northstar Advisory Group, LLC 0.34% Reduce -1.8% 7,575 $696K
M.E. Allison & Co., Inc. 0.56% Add +31.6% 7,574 $696K
WASHINGTON TRUST Co 0.02% Add +112.4% 7,560 $694K
Dogwood Wealth Management LLC 0.34% Reduce -5.6% 7,599 $693K
TFR Capital, LLC. 0.25% Add +12.8% 7,511 $690K
Skyline Advisors, Inc. 0.25% No change 7,507 $689K
Tritonpoint Wealth, LLC 0.06% Add +2.9% 7,480 $687K
Evergreen Capital Management LLC 0.02% Add +8.7% 7,477 $687K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +26.5% 7,468 $686K
Financial Advocates Investment Management 0.06% Reduce -23.4% 7,463 $685K
Garner Asset Management Corp 0.32% Reduce -22.5% 7,456 $685K
Baker Avenue Asset Management, LP 0.02% Add +16.0% 7,436 $683K
Values First Advisors, Inc. 0.37% Add +9.7% 7,425 $682K
USA Financial Formulas 0.12% New 7,403 $680K
Cullen/Frost Bankers, Inc. 0.01% Reduce -7.8% 7,392 $679K
Clearstead Trust, LLC 0.13% Add +2.9% 7,387 $678K
WMG Financial Advisors, LLC 0.25% Add +0.5% 7,385 $678K
Cresset Asset Management, LLC 0.00% Reduce -45.1% 7,375 $677K
Beacon Financial Group 0.07% Reduce -9.6% 7,373 $677K
First Command Advisory Services, Inc. 0.01% Reduce -0.4% 7,348 $675K
FourThought Financial Partners, LLC 0.07% Reduce -3.0% 7,341 $674K
Ballentine Partners, LLC 0.01% Add +6.6% 7,337 $674K
Wilkins Miller Wealth Management, LLC 0.46% Reduce -0.7% 7,323 $673K
Abel Hall, LLC 0.31% Reduce -1.1% 7,319 $672K
Turtle Creek Wealth Advisors, LLC 0.08% New 7,292 $670K
Beaumont Asset Management, L.L.C. 0.36% Reduce -0.1% 7,283 $669K
Searle & Co. 0.19% Reduce -12.1% 7,250 $666K
Element Wealth, LLC 0.31% Reduce -8.8% 7,249 $666K
David J Yvars Group 0.39% Add +0.1% 7,237 $665K
HBK Sorce Advisory LLC 0.02% Reduce -0.2% 7,229 $664K
Beacon Investment Advisors LLC 0.29% Add +1.1% 7,291 $663K
Nicholas Wealth, LLC. 0.58% Reduce -5.2% 7,206 $662K
LGT Fund Management Co Ltd. 0.06% Reduce -13.7% 7,195 $661K
City State Bank 0.21% Reduce -0.3% 7,167 $658K
Baldwin Wealth Partners LLC 0.04% Add +2.9% 7,166 $658K
Destination Wealth Management 0.02% Add +1.2% 7,158 $657K
Alpha Cubed Investments, LLC 0.02% Add +23.6% 7,145 $656K
Berger Financial Group, Inc 0.04% No change 7,141 $656K
WINTON GROUP Ltd 0.03% New 7,130 $655K
Atlas Wealth Partners, LLC 0.75% Reduce -0.5% 7,127 $654K
Lathrop Investment Management Co. 0.12% No change 7,126 $654K
Goldstone Financial Group, LLC 0.09% Add +11.5% 7,145 $654K
Country Trust Bank 0.01% Reduce -0.9% 7,119 $654K
Richwood Investment Advisors, LLC 0.54% No change 7,108 $653K
2UniFi Bank 0.37% Add +15.0% 7,102 $652K
Peninsula Asset Management Inc. 0.34% No change 7,090 $651K
Sentry LLC 0.13% Add +0.1% 7,085 $651K
Abound Wealth Management 0.18% Add +0.5% 7,085 $651K
First Business Financial Services, Inc. 0.06% No change 7,050 $647K
Formidable Asset Management, LLC 0.11% No change 7,028 $646K
Franklin Street Advisors Inc. 0.04% Reduce -5.4% 7,038 $646K
First Dallas Securities Inc. 0.25% No change 7,020 $645K
Greenup Street Wealth Management LLC 0.11% Add +0.7% 7,014 $644K
Summit Asset Management, LLC 0.10% Add +21.7% 6,995 $642K
Union Savings Bank 0.29% No change 6,796 $642K
Chicago Capital, LLC 0.02% No change 6,991 $642K
Financial Enhancement Group LLC 0.09% Reduce -5.1% 6,927 $642K
Conning Inc. 0.02% Reduce -3.6% 6,974 $640K
Koss-Olinger Consulting, LLC 0.05% Add +0.7% 6,929 $636K
Mraz, Amerine & Associates, Inc. 0.10% No change 6,890 $633K
Wealth Alliance Advisory Group, LLC 0.12% No change 6,884 $632K
Brown Miller Wealth Management, LLC 0.20% Add +3.1% 6,863 $630K
Finward Bancorp 0.50% No change 6,856 $630K
Van Hulzen Asset Management, LLC 0.05% Add +1.1% 6,849 $629K
Savvy Advisors, Inc. 0.04% Add +116.7% 6,838 $628K
Flagship Harbor Advisors, LLC 0.03% Reduce -0.2% 6,838 $628K
Boothbay Fund Management, LLC 0.02% Reduce -53.5% 6,827 $627K
Islay Capital Management, LLC 0.41% No change 6,809 $625K
Client 1ST Advisory Group, LLC 0.23% No change 6,803 $625K
Stokes Capital Advisors, LLC 0.15% No change 6,794 $624K
Shell Asset Management Co. 0.02% Reduce -19.1% 6,768 $622K
Midland Wealth Advisors, LLC 0.03% Reduce -11.0% 6,748 $620K
Spirit of America Management Corp. 0.13% Add +13.6% 6,700 $615K
Davidson Trust Co. 0.28% Reduce -5.4% 6,662 $612K
Builder Investment Group Inc. 0.15% No change 6,662 $612K
American National Bank & Trust 0.06% Add +217.4% 6,649 $611K
Cidel Asset Management Inc. 0.04% Reduce -3.3% 6,638 $610K
L.M. Kohn & Company 0.16% Reduce -56.6% 6,605 $607K
Elevate Wealth Advisory, Inc. 0.43% Add +6.7% 6,603 $606K
Brady Family Wealth, LLC 0.19% No change 6,580 $604K
CVFG LLC 0.48% No change 6,550 $601K
Congress Asset Management Co. 0.00% Reduce -4.7% 6,533 $600K
Beta Wealth Group, Inc. 0.22% Reduce -1.5% 6,527 $599K
Intrua Financial, LLC 0.09% Add +10.4% 6,521 $599K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.6% 6,514 $598K
Astoria Portfolio Advisors LLC. 0.17% Reduce -2.9% 6,264 $595K
Lowe Brockenbrough & Co. Inc. 0.03% No change 6,470 $594K
Childress Capital Advisors, LLC 0.15% Add +19.1% 6,467 $594K
Thrive Wealth Management, LLC 0.10% Add +5.3% 6,456 $593K
River Wealth Advisors LLC 0.07% Reduce -0.7% 6,454 $593K
Syverson Strege & Co 0.14% Add +48.4% 6,418 $589K
Marble Harbor Investment Counsel, LLC 0.06% No change 6,397 $587K
Cordatus Wealth Management LLC 0.14% Reduce -0.6% 6,374 $585K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -2.7% 6,361 $584K
Thoroughbred Financial Services, LLC 0.04% Reduce -38.1% 6,349 $583K
Jump Financial, LLC 0.01% Reduce -63.9% 6,348 $583K
Strategies Wealth Advisors, LLC 0.06% Add +0.0% 6,337 $582K
Howe & Rusling Inc. 0.04% Add +2.5% 6,328 $581K
Mindset Wealth Management, LLC 0.19% Add +18.1% 6,325 $581K
Mirador Capital Partners LP 0.09% Add +6.3% 6,320 $580K
Broyhill Asset Management, LLC 0.53% No change 6,317 $580K
Sfmg, LLC 0.04% Reduce -6.2% 6,309 $579K
BCR Wealth Strategies, LLC 0.22% Add +0.1% 6,292 $577K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -2.4% 6,268 $576K
3Chopt Investment Partners, LLC 0.14% Add +3.7% 6,261 $575K
Austin Private Wealth, LLC 0.05% Add +6.6% 6,241 $573K
Heritage Wealth Advisors 0.03% Add +2.0% 6,229 $572K
Bill Few Associates, Inc. 0.16% Reduce -1.5% 6,227 $572K
Novak & Powell Financial Services, Inc. 0.40% Add +0.4% 6,225 $572K
PFW Advisors LLC 0.18% Add +1.4% 6,200 $569K
Aaron Wealth Advisors LLC 0.06% Reduce -1.9% 6,200 $569K
Summitry LLC 0.03% Add +0.2% 6,164 $566K
Fortress Private Ledger, LLC 0.26% Add +6.1% 6,158 $565K
Citizens Business Bank 0.11% Reduce -2.5% 6,143 $564K
United Capital Management of KS, Inc. 0.09% Add +2.2% 6,132 $563K
Nilsine Partners, LLC 0.06% Reduce -2.8% 6,103 $560K
LCNB Corp. 0.20% Reduce -3.2% 6,095 $560K
Forum Financial Management, LP 0.01% Add +19.4% 6,089 $559K
Welch & Forbes LLC 0.01% Reduce -4.5% 6,062 $557K
Reliant Investment Partners, LLC 0.48% Add +0.0% 6,042 $555K
Capstone Wealth Management, LLC 0.49% Add +0.1% 6,039 $555K
Cranbrook Wealth Management, LLC 0.12% No change 6,036 $554K
Trinity Financial Advisors LLC 0.17% Add +0.3% 6,034 $554K
PDS Planning, Inc 0.04% Add +70.9% 6,034 $554K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% No change 6,030 $554K
Integras Partners LLC 0.59% No change 6,025 $553K
Drake & Associates, LLC 0.14% Add +15.3% 6,015 $552K
Partners Wealth Management, LLC 0.63% No change 6,012 $552K
Orion Investment Co 0.20% No change 6,011 $552K
BankPlus Trust Department 0.16% No change 6,008 $552K
Red Wave Investments LLC 0.18% Add +0.6% 6,007 $552K
Worth Financial Advisory Group, LLC 0.34% Add +48.9% 5,997 $551K
Quantitative Investment Management, LLC 0.07% New 5,994 $550K
Legacy Financial Strategies, LLC 0.11% Reduce -0.3% 5,975 $549K
Verus Financial Partners, Inc. 0.06% No change 5,950 $547K
Apexium Financial, LP 0.03% Add +5.9% 5,957 $547K
Clarius Group, LLC 0.03% Reduce -9.0% 5,915 $543K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Add +5.2% 5,902 $542K
Kapstone Financial Advisors LLC 0.27% No change 5,885 $540K
Wiser Wealth Management, Inc 0.14% Reduce -55.6% 5,876 $540K
Schulhoff & Co. Inc. 0.24% No change 5,875 $540K
ICONIQ Capital, LLC 0.01% Add +50.8% 5,872 $539K
OMC Financial Services LTD 0.22% No change 5,867 $539K
Arcus Capital Partners, LLC 0.23% Reduce -2.1% 5,864 $538K
Diligent Investors, LLC 0.13% Add +0.1% 5,859 $538K
Keebeck Wealth Management 0.07% Add +8.7% 5,858 $538K
Cross Staff Investments Inc 0.40% No change 5,835 $536K
Optimum Investment Advisors 0.23% No change 5,833 $536K
O'ROURKE & COMPANY, Inc 0.25% Add +0.1% 5,784 $531K
Knollwood Investment Advisory, LLC 0.05% No change 5,776 $530K
Armstrong Advisory Group, Inc. 0.04% Add +0.1% 5,772 $530K
Townsquare Capital LLC 0.05% Reduce -81.6% 5,761 $529K
Bar Harbor Wealth Management 0.03% Reduce -0.9% 5,757 $529K
Hickory Point Bank & Trust 0.43% No change 5,743 $527K
AlphaStar Capital Management, LLC 0.04% New 5,720 $525K
Ballew Advisors, Inc 0.31% Add +0.1% 5,738 $525K
Motco 0.05% Reduce -3.0% 5,554 $525K
Asahi Life Asset Management Co., LTD. 0.31% Add +2.1% 5,710 $524K
Vista Investment Partners Ii, LLC 0.25% Add +1.9% 5,701 $523K
Moody National Bank Trust Division 0.05% No change 5,676 $521K
Bath Savings Trust Co 0.05% Reduce -20.9% 5,675 $521K
Legacy Financial Advisors, Inc. 0.08% Add +4.4% 5,663 $520K
TCI Wealth Advisors, Inc. 0.04% Add +27.5% 5,652 $519K
Fee-Only Financial Planning, L.C. 0.32% No change 5,650 $519K
Arlington Trust Co LLC 0.10% Reduce -5.2% 5,645 $518K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% No change 5,625 $517K
Investors Research Corp 0.10% Add +1982.6% 5,623 $516K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -35.4% 5,622 $516K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.3% 5,605 $515K
Hartford Financial Management Inc. 0.14% Reduce -82.6% 5,600 $514K
SCS Capital Management LLC 0.01% No change 5,597 $514K
TBH Global Asset Management, LLC 0.11% Reduce -0.6% 5,584 $513K
Atlas Brown,Inc. 0.16% Reduce -10.1% 5,554 $510K
GPS Wealth Strategies Group, LLC 0.06% Reduce -0.8% 5,546 $509K
1ST Source Bank 0.03% Add +33.0% 5,518 $507K
IVC Wealth Advisors LLC 0.25% Reduce -3.7% 5,504 $505K
Nicolet Advisory Services, LLC 0.04% Add +2.0% 5,317 $505K
Acadian Asset Management LLC 0.00% Add +508.1% 5,528 $504K
Donald L. Hagan, LLC 0.25% Reduce -0.0% 5,484 $504K
Doliver Advisors, LP 0.14% Reduce -1.8% 5,478 $503K
Colonial Trust Advisors 0.04% Add +3.5% 5,469 $502K
Mathes Company, Inc. 0.19% No change 5,450 $500K
Bienville Capital Management, LLC 0.10% Add +0.8% 5,442 $500K
Calton & Associates, Inc. 0.09% Add +70.3% 5,439 $499K
Consolidated Portfolio Review Corp 0.07% Add +4.3% 5,436 $499K
Triton Wealth Management, PLLC 0.21% — 5,250 $499K
Good Steward Wealth Advisors,LLC 0.39% Reduce -17.5% 5,415 $497K
Bridgewater Advisors Inc. 0.04% Add +6.6% 5,336 $497K
Summit Wealth Group LLC / Co. 0.12% — 5,402 $496K
Moss Adams Wealth Advisors LLC 0.04% Add +1.4% 5,401 $496K
BOS Asset Management, LLC 0.16% No change 5,400 $496K
Probity Advisors, Inc. 0.09% Reduce -8.5% 5,400 $496K
Wilkins Investment Counsel Inc. 0.07% No change 5,400 $496K
Clarity Wealth Development LLC 0.49% No change 5,396 $496K
Pinnacle West Asset Management, Inc. 0.34% Reduce -0.2% 5,395 $495K
Asset Planning Corporation 0.26% Reduce -25.5% 5,390 $495K
MBL Wealth, LLC 0.05% Add +6.2% 5,376 $494K
TruWealth Advisors, LLC 0.03% Reduce -0.0% 5,369 $493K
Cozad Asset Management Inc. 0.04% Add +3.9% 5,350 $491K
EWG Elevate Inc. 0.15% Add +13.9% 5,316 $488K
Tributary Capital Management, LLC 0.04% Reduce -1.9% 5,315 $488K
Drive Wealth Management, LLC 0.11% Add +14.9% 5,309 $488K
Pure Financial Advisors, LLC 0.01% Add +69.5% 5,294 $486K
Valued Retirements, Inc. 0.55% Add +8.4% 5,286 $485K
Cornerstone Advisory, LLC 0.05% Add +1.4% 5,276 $485K
Bey-Douglas LLC 0.29% Add +19.1% 5,266 $484K
Hartline Investment Corp./ 0.06% No change 5,260 $483K
Correct Capital Wealth Management 0.09% No change 5,250 $482K
PSI Advisors, LLC 0.24% Reduce -2.8% 5,249 $482K
Prosperity Financial Group, Inc. 0.20% Reduce -19.1% 5,245 $482K
First National Bank & Trust Co. of Newtown 0.10% No change 5,235 $481K
Altfest L J & Co. Inc. 0.06% Add +1.7% 5,224 $480K
Summit Financial Wealth Advisors, LLC 0.09% Reduce -2.8% 5,197 $477K
Eastover Investment Advisors LLC 0.21% No change 5,185 $476K
Pinnacle Wealth Management Group, Inc. 0.27% Reduce -4.4% 5,184 $476K
Integrity Alliance, Llc. 0.03% Reduce -56.0% 5,179 $476K
Retirement Planning Group, LLC 0.02% Reduce -0.6% 5,176 $475K
GHP Investment Advisors, Inc. 0.02% Reduce -0.0% 5,171 $475K
Cladis Investment Advisory, LLC 0.30% No change 5,160 $474K
WealthTrust Axiom LLC 0.14% No change 5,138 $472K
Wealthspire Retirement, LLC 0.03% Reduce -19.7% 5,131 $471K
Sigma Investment Counselors Inc. 0.03% Reduce -0.9% 5,130 $471K
Inscription Capital, LLC 0.07% Add +19.0% 5,089 $467K
Monograph Wealth Advisors, LLC 0.06% New 5,088 $467K
Nikulski Financial, Inc. 0.13% Add +7.2% 5,078 $466K
Cohen Investment Advisors LLC 0.24% Reduce -6.7% 5,077 $466K
Patten Group, Inc. 0.10% Reduce -28.4% 5,067 $465K
First Fiduciary Investment Counsel, Inc. 0.09% No change 5,060 $465K
Gateway Wealth Partners, LLC 0.09% Add +14.3% 5,061 $465K
JB Capital LLC 0.02% Add +0.8% 5,059 $465K
McKinley Carter Wealth Services, Inc. 0.03% Add +5.1% 5,057 $464K
Cornerstone Wealth Management, LLC 0.03% Reduce -6.1% 5,047 $463K
Sunbelt Securities, Inc. 0.04% Add +39.1% 5,626 $463K
Argent Advisors, Inc. 0.14% Add +0.8% 5,040 $463K
Capital Investment Counsel, Inc 0.06% No change 5,038 $463K
Wynn Capital, LLC 0.25% Reduce -0.1% 5,036 $462K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.31% Reduce -4.3% 4,884 $462K
Oliver Lagore Vanvalin Investment Group 0.18% — 5,025 $462K
Investment Planning Advisors, Inc. 0.16% Add +34.2% 5,011 $460K
Rithm Capital Corp. 1.15% No change 5,000 $459K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -10.7% 5,000 $459K
Uptick Partners, LLC 0.13% Add +0.0% 4,988 $458K
Gratus Wealth Advisors, LLC 0.07% Reduce -17.1% 4,980 $457K
Rise Advisors, LLC 0.18% Reduce -2.4% 4,954 $455K
Fusion Capital, LLC 0.16% Add +34.8% 4,953 $455K
Cooper Financial Group 0.05% Add +24.6% 4,953 $455K
Veracity Capital LLC 0.16% Reduce -3.3% 4,940 $454K
Beese Fulmer Investment Management, Inc. 0.03% Add +1.1% 4,937 $453K
Bank of New Hampshire 0.11% Add +49.8% 4,932 $453K
Independent Financial Group, LLC 0.01% Add +8.1% 4,928 $453K
Wealth Management Associates, Inc. 0.18% Add +2.7% 4,923 $452K
Lee Danner & Bass Inc. 0.04% No change 4,920 $452K
L2 Asset Management, LLC 0.07% Add +6.2% 4,905 $450K
Blueshift Asset Management, LLC 0.14% New 4,892 $449K
Cypress Capital Group 0.06% Reduce -7.9% 4,883 $448K
Gentry Private Wealth, LLC 0.34% Add +0.6% 4,877 $448K
Manske Wealth Management 0.15% Add +3.3% 4,877 $448K
Cim Investment Management Inc. 0.08% Reduce -0.4% 4,850 $445K
Arrow Financial Corp 0.05% New 4,848 $445K
Wealth Quarterback LLC 0.21% Reduce -4.8% 4,837 $444K
Capital Advisors Wealth Management, LLC 0.07% Add +0.7% 4,833 $444K
MKT Advisors LLC 0.18% Add +0.2% 4,793 $442K
CMG Global Holdings, LLC 0.23% No change 4,660 $439K
Outfitters Financial LLC 0.37% Add +93.9% 4,780 $439K
Nadler Financial Group, Inc. 0.04% No change 4,775 $438K
Rosenberg Matthew Hamilton 0.10% Reduce -4.5% 4,772 $438K
McGowan Group Asset Management, Inc. 0.06% Add +0.0% 4,758 $437K
Tranquility Partners, LLC 0.16% Add +0.5% 4,754 $437K
UNIVEST FINANCIAL Corp 0.03% No change 4,751 $436K
Resolute Wealth Strategies, LLC 0.23% Add +0.1% 4,747 $436K
OneAscent Family Office, LLC 0.41% Reduce -48.1% 4,729 $434K
Bridges Investment Management Inc. 0.01% Add +0.8% 4,726 $434K
Certuity, LLC 0.04% Reduce -4.7% 4,719 $433K
Boston Research & Management Inc. 0.10% No change 4,710 $433K
Godsey & Gibb, Inc. 0.04% Reduce -3.2% 4,703 $432K
Avidian Wealth Enterprises, LLC 0.02% Add +2.3% 4,697 $431K
Lokken Investment Group LLC 0.17% Reduce -5.3% 4,697 $431K
Park Place Capital Corp 0.10% Add +17.4% 4,672 $431K
Coppell Advisory Solutions LLC 0.05% Add +8.4% 4,736 $431K
Syntegra Private Wealth Group, LLC 0.04% Add +2.3% 4,681 $430K
Code Waechter LLC 0.30% Add +47.0% 4,665 $428K
SageView Advisory Group, LLC 0.02% Add +8.2% 4,529 $427K
Thomas Story & Son LLC 0.16% No change 4,650 $427K
Caliber Wealth Management, LLC / KS 0.05% New 4,638 $426K
AdviceOne Advisory Services, LLC 0.31% No change 4,633 $425K
Violich Capital Management, Inc. 0.06% No change 4,629 $425K
Firestone Capital Management 0.10% Add +0.1% 4,619 $424K
Duncker Streett & Co. Inc. 0.08% No change 4,615 $424K
Pitcairn Co. 0.03% Reduce -68.6% 4,613 $424K
Quent Capital, LLC 0.04% Add +17.9% 4,608 $423K
RB Capital Management, LLC 0.10% Reduce -2.7% 4,600 $422K
Moseley Investment Management Inc. 0.15% Reduce -15.6% 4,591 $422K
MBM Wealth Consultants, LLC 0.11% Add +4.3% 4,575 $420K
BCS Wealth Management 0.09% New 4,572 $420K
Rwa Wealth Partners, LLC 0.01% New 4,568 $419K
Hummer Financial Advisory Services Inc 0.31% No change 4,550 $418K
Willis Investment Counsel 0.02% Reduce -15.3% 4,547 $418K
Arkos Global Advisors 0.06% Add +6.8% 4,546 $417K
Brighton Securities Corp. 0.23% Reduce -18.8% 4,537 $417K
Fulton Breakefield Broenniman LLC 0.03% Reduce -7.9% 4,533 $416K
PGIM Custom Harvest LLC 0.01% Reduce -0.4% 4,531 $416K
Hall Capital Management Co. Inc. 0.18% Add +25.2% 4,527 $416K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.6% 4,525 $416K
J. L. Bainbridge & Co., Inc. 0.04% Add +1.6% 4,523 $415K
Smith Anglin Financial, LLC 0.04% Reduce -1.1% 4,521 $415K
KG Capital Management 0.12% Reduce -2.2% 4,573 $415K
Seelaus Asset Management LLC 0.37% No change 4,513 $414K
Longview Financial Advisors, Inc. 0.35% Add +4.5% 4,511 $414K
West Tower Group, LLC 0.90% New 4,500 $413K
Auxano Advisors, LLC 0.10% Add +5.6% 4,498 $413K
Wealth Advisory Team LLC 0.39% — 4,490 $412K
Orca Wealth Management, LLC 0.35% Add +0.2% 4,487 $412K
Fortis Advisors, LLC 0.26% No change 4,475 $411K
VestGen Advisors, LLC 0.02% Add +55.0% 4,472 $411K
RFG - Bristol Wealth Advisors, LLC 0.13% Reduce -20.6% 4,472 $411K
Campion Asset Management 0.31% Reduce -0.3% 4,463 $410K
GeoWealth Management, LLC 0.02% Add +5.8% 4,462 $410K
Bluespring Wealth Management, LLC 0.04% Add +0.1% 4,459 $410K
Investment House LLC 0.02% No change 4,458 $409K
Fonville Wealth Management LLC 0.10% No change 4,457 $409K
Heritage Wealth Management, Inc. 0.13% Reduce -5.3% 4,456 $409K
Oak Hill Wealth Advisors, LLC 0.08% Add +9.8% 4,475 $408K
Transcend Capital Advisors, LLC 0.03% Reduce -2.4% 4,437 $407K
Penobscot Investment Management Company, Inc. 0.03% No change 4,435 $407K
Trust Co of the South 0.07% Add +1.8% 4,432 $407K
KMG Fiduciary Partners, LLC 0.03% Add +0.1% 4,426 $406K
Crews Bank & Trust 0.06% No change 4,425 $406K
Capital Asset Advisory Services LLC 0.02% Reduce -22.3% 4,383 $405K
Cape Cod Five Cents Savings Bank 0.04% No change 4,475 $404K
V-Square Quantitative Management LLC 0.05% Reduce -1.4% 4,376 $402K
Key Client Fiduciary Advisors, LLC 0.16% Reduce -9.6% 4,376 $402K
Plancorp, LLC 0.01% Add +9.4% 4,370 $401K
Baader Bank Aktiengesellschaft 0.03% Add +44.2% 4,384 $400K
Truvestments Capital LLC 0.08% Reduce -1.9% 4,351 $400K
Flaharty Asset Management, LLC 0.05% No change 4,350 $399K
Plante Moran Financial Advisors, LLC 0.03% Add +0.3% 4,350 $399K
FineMark National Bank & Trust 0.01% Reduce -16.5% 4,345 $399K
Paragon Private Wealth Management, LLC 0.16% Add +43.2% 4,340 $399K
Claris Financial LLC 0.30% Reduce -5.4% 4,315 $396K
Ferguson Shapiro LLC 0.13% New 4,305 $395K
Spectrum Wealth Advisory Group, LLC 0.18% Add +0.1% 4,304 $395K
Palumbo Wealth Management LLC 0.12% Add +0.7% 4,290 $394K
GEM Asset Management, LLC 0.20% Add +1.4% 4,290 $393K
United Advisor Group, LLC 0.07% Add +0.0% 4,275 $393K
Scotia Capital Inc. 0.00% Reduce -0.1% 4,273 $392K
Hodges Capital Management Inc. 0.04% Add +2.4% 4,250 $390K
Keynote Financial Services LLC 0.26% No change 4,238 $389K
Independence Bank of Kentucky 0.06% No change 4,230 $388K
Meridian Financial Advisors, LLC 0.25% No change 4,227 $388K
Semmax Financial Advisors Inc. 0.10% Add +0.7% 4,097 $388K
Crestwood Advisors Group, LLC 0.01% Add +21.9% 4,209 $387K
Radnor Capital Management, LLC 0.06% No change 4,200 $386K
Southland Equity Partners LLC 0.08% Add +0.1% 4,193 $385K
Asset Dedication, LLC 0.03% No change 4,193 $385K
Trust Co. of Toledo NA 0.04% Add +1.2% 4,184 $384K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -8.4% 4,176 $383K
Garde Capital, Inc. 0.02% No change 4,174 $383K
Level Wealth Management LLC 0.22% No change 4,172 $383K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.4% 4,162 $382K
B.O.S.S. Retirement Advisors, LLC 0.10% New 4,156 $382K
Legacy Wealth Management, LLC 0.02% No change 4,143 $380K
Thompson Investment Management, Inc. 0.05% No change 4,128 $379K
Wealthspan Partners, LLC 0.16% Reduce -5.1% 4,112 $378K
Klingman & Associates, LLC 0.02% Add +4.8% 4,111 $378K
Virtue Capital Management, LLC 0.07% Reduce -18.0% 4,109 $377K
OneAscent Investment Solutions LLC 0.40% Reduce -26.0% 4,108 $377K
American State Bank (Iowa) 0.21% No change 4,081 $375K
Bedel Financial Consulting, Inc. 0.05% No change 4,080 $375K
Walkner Condon Financial Advisors LLC 0.07% Reduce -12.2% 4,066 $373K
VeraBank, N.A. 0.07% Add +32.0% 4,062 $373K
Hanson & Doremus Investment Management 0.05% No change 4,061 $373K
Monument Capital Management 0.10% New 4,059 $373K
Stanley-Laman Group, Ltd. 0.06% Add +16.4% 4,058 $373K
STAR Financial Bank 0.24% Add +0.8% 4,055 $372K
Trilogy Capital Inc. 0.02% Reduce -2.9% 4,052 $372K
Brown Financial Advisory 0.20% Add +44.2% 4,043 $371K
American Financial Advisors, LLC 0.05% Add +0.5% 4,042 $371K
United Community Bank 0.13% Reduce -22.7% 4,030 $370K
World Equity Group, Inc. 0.10% Reduce -9.4% 4,029 $370K
Sara-Bay Financial 0.13% New 4,025 $370K
Fagan Associates, Inc. 0.06% No change 4,011 $368K
Cabot Wealth Management Inc. 0.04% Add +3.9% 4,005 $368K
Elmwood Wealth Management, Inc. 0.15% No change 4,000 $367K
ESL Trust Services, LLC 0.07% Reduce -1.1% 4,000 $367K
HC Advisors, LLC 0.26% Reduce -6.9% 3,988 $366K
4WEALTH Advisors, Inc. 0.38% Reduce -0.9% 3,983 $366K
BLB&B Advisors, LLC 0.02% No change 3,979 $365K
Byrne Asset Management LLC 0.28% Reduce -4.8% 3,975 $365K
Huntleigh Advisors, Inc. 0.07% Add +0.2% 3,970 $365K
Quotient Wealth Partners, LLC 0.01% Add +7.7% 3,960 $364K
Financial Advisors, LLC 0.07% Add +0.8% 3,945 $362K
Elite Financial, Inc. 0.18% Reduce -3.7% 3,775 $362K
New Hampshire Trust 0.08% Add +11.1% 3,936 $361K
Mogy Joel R Investment Counsel Inc. 0.02% No change 3,933 $361K
Bourne Lent Asset Management Inc. 0.14% No change 3,931 $361K
Live Oak Private Wealth LLC 0.05% No change 3,929 $361K
Spinnaker Trust 0.02% No change 3,928 $361K
Brass Tax Wealth Management, Inc. 0.07% Add +10.2% 3,886 $357K
Armstrong, Fleming & Moore, Inc 0.19% New 3,879 $356K
LCM Capital Management Inc 0.18% Add +1.4% 3,877 $356K
Paces Ferry Wealth Advisors, LLC 0.16% Reduce -2.7% 3,872 $356K
D'Orazio & Associates, Inc. 0.05% Add +4.0% 3,861 $355K
Narwhal Capital Management 0.03% No change 3,859 $354K
Institute for Wealth Management, LLC. 0.04% Reduce -0.8% 3,853 $354K
Signature Estate & Investment Advisors LLC 0.01% Add +10.2% 3,853 $354K
Advisory Alpha, LLC 0.01% Reduce -2.6% 3,840 $353K
Capital City Trust Co. 0.09% Reduce -35.7% 3,825 $351K
O'Brien Greene & Co. Inc 0.11% No change 3,821 $351K
Enclave Advisors LLC 0.06% Add +8.0% 3,807 $350K
Meridian Investment Counsel Inc. 0.10% No change 3,802 $349K
Cornerstone Management, Inc. 0.06% Add +0.1% 3,798 $349K
King Wealth Management Group 0.05% No change 3,783 $347K
AA Financial Advisors, LLC 0.07% Add +50.8% 3,772 $346K
Pinnacle Bancorp, Inc. 0.11% Reduce -6.5% 3,771 $346K
Second Half Financial Partners, LLC 0.16% New 3,761 $345K
Sovran Advisors, LLC 0.04% Reduce -9.3% 3,771 $344K
Catalyst Financial Partners LLC 0.04% Add +15.4% 3,743 $344K
Ellis Investment Partners, LLC 0.07% Add +0.5% 3,736 $343K
Douglass Winthrop Advisors, LLC 0.01% No change 3,725 $342K
Symmetry Partners, LLC 0.04% Add +5.6% 3,712 $341K
Proficio Capital Partners LLC 0.02% Add +2.8% 3,698 $340K
Soltis Investment Advisors LLC 0.03% Add +25.1% 3,696 $339K
Premier Path Wealth Partners, LLC 0.05% Add +9.0% 3,687 $339K
New Republic Capital, LLC 0.12% Add +4.5% 3,684 $338K
Retirement Income Solutions, Inc. 0.06% No change 3,673 $337K
Brown, Lisle/Cummings, Inc. 0.09% Reduce -11.9% 3,670 $337K
Woodard & Co. Asset Management Group Inc. 0.06% No change 3,670 $337K
Platform Technology Partners 0.09% Reduce -5.4% 3,662 $336K
Insigneo Advisory Services, LLC 0.03% Add +12.7% 3,661 $336K
MADDEN SECURITIES Corp 0.11% Reduce -45.8% 3,658 $336K
Royal Fund Management, LLC 0.04% Add +11.9% 3,640 $334K
Shufro Rose & Co. LLC 0.03% No change 3,627 $334K
OMNI 360 Wealth, Inc. 0.21% No change 3,628 $333K
Wayfinding Financial, LLC 0.15% Reduce -12.0% 3,472 $333K
Latitude Advisors, LLC 0.17% Reduce -0.4% 3,623 $333K
Rainey & Randall Wealth Advisors Inc. 0.06% Reduce -19.5% 3,615 $332K
MIdWestOne Financial Group, Inc. 0.04% No change 3,607 $331K
Tyler-Stone Wealth Management 0.05% Reduce -0.2% 3,599 $330K
Requisite Capital Management, LLC 0.07% Reduce -13.3% 3,595 $330K
IFC Advisors LLC 0.06% No change 3,595 $330K
Cromwell Holdings LLC 0.20% Add +3.7% 3,586 $329K
AlphaQuest LLC 0.03% Reduce -88.1% 3,586 $329K
Uniting Wealth Partners, LLC 0.13% No change 3,583 $329K
Calydon Capital 0.03% New 3,578 $329K
Stonebridge Capital Advisors LLC 0.02% Add +3.6% 3,575 $328K
First Citizens Financial Corp 0.18% Reduce -1.0% 3,555 $326K
FLC Capital Advisors 0.07% Reduce -7.6% 3,548 $326K
Private Wealth Asset Management, LLC 0.04% Reduce -1.1% 3,543 $325K
Investment Advisory Services Inc. /TX 0.11% Add +9.0% 3,517 $323K
Resonant Capital Advisors, LLC 0.02% Add +32.0% 3,513 $323K
Aspen Grove Capital, LLC 0.05% Reduce -0.6% 3,512 $323K
Sentry Investment Management LLC 0.18% No change 3,530 $322K
St. Louis Trust Co 0.04% No change 3,500 $321K
Genesis Private Wealth, LLC 0.15% Reduce -9.4% 3,498 $321K
Meadow Creek Wealth Advisors LLC 0.22% Add +10.7% 3,496 $321K
Wealth Management Nebraska 0.04% No change 3,531 $321K
Integris Wealth Management, LLC 0.08% No change 3,488 $320K
Morris Financial Concepts, Inc. 0.13% Add +5.5% 3,485 $320K
Satovsky Asset Management LLC 0.07% Add +0.8% 3,475 $319K
WealthBridge Capital Management, LLC 0.08% No change 3,460 $318K
Wedgewood Investors Inc. 0.36% No change 3,450 $317K
Power Wealth Management LLC 0.12% Add +7.4% 3,442 $316K
Appleton Partners Inc. 0.02% Reduce -18.4% 3,423 $314K
Patriot Investment Management Group, Inc. 0.02% Add +6.6% 3,409 $313K
Phoenix Financial Ltd. 0.00% Reduce -25.7% 3,398 $312K
Leslie Global Wealth, LLC 0.17% Add +0.2% 3,386 $311K
Fortitude Advisory Group L.L.C. 0.18% Reduce -3.1% 3,384 $311K
Financial Harvest, LLC 0.23% New 3,363 $309K
Madrona Financial Services, LLC 0.07% Add +32.6% 3,353 $308K
Magnolia Wealth Management, LLC 0.20% Add +1.2% 3,342 $307K
Cedar Mountain Advisors, LLC 0.06% Add +0.8% 3,341 $307K
DF Dent & Co. Inc. 0.00% No change 3,341 $307K
Willis Johnson & Associates, Inc. 0.02% Reduce -0.1% 3,330 $306K
First Foundation Advisors 0.01% New 3,314 $304K
Alpha Omega Wealth Management LLC 0.05% No change 3,307 $304K
Zullo Investment Group, Inc. 0.12% Reduce -0.7% 3,305 $304K
Lloyd Advisory Services, LLC. 0.15% Reduce -11.3% 3,305 $303K
Warwick Investment Management, Inc. 0.06% Add +7.2% 3,294 $302K
FCG Investment Co 0.16% Reduce -59.9% 3,292 $302K
Summit Wealth Partners, LLC 0.06% No change 3,290 $302K
PBMares Wealth Management LLC 0.06% Add +0.0% 3,280 $301K
Curi Capital, LLC 0.01% Add +38.5% 3,276 $301K
MJT & Associates Financial Advisory Group, Inc. 0.37% No change 3,274 $301K
Pure Portfolios Holdings LLC 0.10% Add +5.1% 3,274 $301K
LOM Asset Management Ltd 0.10% — 3,265 $300K
SkyOak Wealth, LLC 0.06% No change 3,265 $300K
Sittner & Nelson, LLC 0.12% No change 3,261 $299K
Strathmore Capital Advisors, Inc. 0.13% — 3,255 $299K
May Hill Capital, LLC 0.10% Add +3.8% 3,255 $299K
Petros Family Wealth, LLC 0.27% Add +0.4% 3,253 $299K
MUFG Securities EMEA plc 0.01% New 3,248 $298K
Insight Advisors, LLC/ PA 0.05% No change 3,247 $298K
Birch Financial Group, LLC 0.24% Reduce -27.3% 3,246 $298K
Neville Rodie & Shaw Inc. 0.02% No change 3,245 $298K
Quadrant Private Wealth Management, LLC 0.06% Add +1.9% 3,231 $297K
Worth Asset Management, LLC 0.15% Add +3.2% 3,228 $296K
Intellus Advisors LLC 0.04% Add +11.1% 3,225 $296K
Private Capital Advisors, Inc. 0.04% No change 3,200 $294K
Sivia Capital Partners, LLC 0.10% Reduce -2.4% 3,198 $294K
Biltmore Wealth Management, LLC 0.12% Add +0.1% 3,196 $293K
Zhang Financial LLC 0.01% No change 3,195 $293K
Leigh Baldwin & Co., LLC 0.19% Add +0.4% 3,194 $293K
Coastline Trust Co 0.03% No change 3,188 $293K
Holos Integrated Wealth LLC 0.18% Add +22.2% 3,091 $293K
Baron Wealth Management LLC 0.10% Add +13.8% 3,174 $291K
Ironsides Asset Advisors, LLC 0.08% Add +4.7% 3,171 $291K
Davis Investment Partners, LLC 0.10% Reduce -40.4% 3,153 $291K
Wela Strategies, Inc. 0.11% Add +0.1% 3,162 $290K
Gilman Hill Asset Management, LLC 0.05% Add +1.4% 3,159 $290K
Eagle Wealth Strategies LLC 0.16% No change 3,156 $290K
Compass Wealth Management LLC 0.07% No change 3,150 $289K
PFC Capital Group, Inc. 0.13% No change 3,150 $289K
Prospect Financial Services LLC 0.18% Add +3.1% 3,145 $289K
First American Trust, FSB 0.02% Reduce -10.7% 3,141 $288K
Aurdan Capital Management, LLC 0.10% No change 3,139 $288K
Brookwood Investment Group LLC 0.05% Add +0.3% 3,123 $287K
Exchange Capital Management, Inc. 0.04% Add +8.8% 3,120 $287K
AMG National Trust Bank 0.01% No change 3,112 $286K
Capital Planning Advisors, LLC 0.04% Add +0.3% 3,112 $286K
Financial Partners Group, Inc 0.04% Reduce -1.1% 3,111 $286K
Kaydan Wealth Management, Inc. 0.09% No change 3,111 $286K
Sapient Capital LLC 0.01% Add +0.6% 3,107 $285K
Brendel Financial Advisors LLC 0.16% No change 3,100 $285K
Colonial Trust Co / SC 0.04% Reduce -0.2% 3,098 $284K
Philip James Wealth Mangement, LLC 0.04% Reduce -9.5% 3,096 $284K
MJP Associates Inc. 0.04% Add +11.6% 3,084 $283K
Peak Asset Management, LLC 0.05% No change 3,060 $281K
Choate Investment Advisors 0.01% Reduce -4.8% 3,060 $281K
Barnett & Company, Inc. 0.22% No change 3,058 $281K
Joel Isaacson & Co., LLC 0.01% Add +0.5% 3,042 $279K
Financial Partners Group, LLC 0.10% Reduce -46.9% 3,037 $279K
BCS Private Wealth Management, Inc. 0.10% — 3,030 $278K
MBB Public Markets I LLC 0.03% Reduce -18.0% 3,027 $278K
Rossmore Private Capital 0.03% Reduce -4.4% 3,024 $278K
Maia Wealth LLC 0.05% New 3,022 $278K
Grandview Asset Management LLC 0.09% Add +0.2% 3,013 $277K
Berry Wealth Group, LP 0.19% Add +1.7% 3,016 $277K
Nalls Sherbakoff Group, LLC 0.20% Reduce -10.3% 3,013 $277K
J Hagan Capital, Inc. 0.19% New 2,910 $276K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% No change 3,002 $276K
KKM Financial LLC 0.10% No change 3,001 $276K
MRP Capital Investments, LLC 0.19% No change 3,000 $275K
Asset Management Advisors, LLC 0.18% No change 3,000 $275K
Lighthouse Investment Partners, LLC 0.01% New 3,000 $275K
Anchor Capital Advisors LLC 0.01% No change 3,000 $275K
Peak Retirement Planning, Inc. 0.11% Add +1.4% 2,998 $275K
Princeton Global Asset Management LLC 0.05% Add +15.9% 2,997 $275K
First Financial Bankshares Inc 0.01% No change 2,993 $275K
Vermillion Wealth Management, Inc. 0.13% Add +0.4% 2,990 $275K
Gerber, LLC 0.19% Add +0.2% 2,989 $274K
Westside Investment Management, Inc. 0.05% Add +11.3% 2,984 $274K
USAdvisors Wealth Management, LLC 0.10% Reduce -10.2% 2,989 $274K
Davis R M Inc. 0.01% Reduce -1.4% 2,982 $274K
Luts & Greenleigh Group, Inc. 0.26% Add +0.1% 2,979 $274K
Lazari Capital Management, Inc. 0.10% Add +0.4% 2,962 $272K
KRS Capital Management, LLC 0.18% Reduce -1.3% 2,961 $272K
Athena Investment Management 0.15% No change 2,958 $272K
North Star Asset Management Inc. 0.01% Add +4.6% 2,957 $272K
Gryphon Financial Partners LLC 0.04% Reduce -2.1% 2,954 $271K
Beck Mack & Oliver LLC 0.01% No change 2,950 $271K
Parkside Financial Bank & Trust 0.03% Add +12.0% 2,942 $270K
Glass Wealth Management Co LLC 0.14% No change 2,940 $270K
Duncan Williams Asset Management, LLC 0.09% Add +0.4% 2,936 $270K
Harvey Investment Co. LLC 0.03% No change 2,926 $269K
Jacobsen Capital Management 0.10% Add +18.1% 2,916 $268K
Ironwood Investment Counsel, LLC 0.04% Reduce -0.1% 2,915 $268K
Beacon Bank & Trust 0.06% Reduce -6.5% 2,915 $268K
Dover Advisors, LLC 0.12% Reduce -7.6% 2,911 $267K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Add +12.7% 2,908 $267K
FSA Wealth Management LLC 0.10% Add +3.1% 2,900 $266K
WealthTrust Asset Management, LLC 0.20% Reduce -11.8% 2,895 $266K
Ledgewood Wealth Advisors, LLC 0.17% No change 2,892 $266K
Ipsen Advisor Group LLC 0.20% Add +0.3% 2,888 $265K
Councilmark Asset Management, LLC 0.17% No change 2,883 $265K
44 Wealth Management LLC 0.09% Add +4.5% 2,879 $264K
Hamilton Point Investment Advisors, LLC 0.04% No change 2,878 $264K
N.E.W. Advisory Services LLC 0.03% Add +0.1% 2,877 $264K
CYBER HORNET ETFs LLC 0.19% Reduce -0.8% 2,873 $264K
Forefront Wealth Management Inc. 0.21% Add +0.1% 2,874 $264K
Great Diamond Partners, LLC 0.06% New 2,874 $264K
Cannon Wealth Management Services, LLC 0.21% No change 2,864 $263K
KLCM Advisors, Inc. 0.03% Add +5.7% 2,862 $263K
Turning Point Benefit Group, Inc. 0.20% Add +1.7% 2,861 $263K
Chelsea Counsel Co. 0.13% No change 2,855 $262K
Nordwand Advisors, LLC 0.04% New 2,850 $262K
Ardent Capital Management, Inc. 0.13% Reduce -4.7% 2,842 $261K
Beacon Financial Advisory LLC 0.07% New 2,838 $261K
Argus Investors' Counsel, Inc. 0.18% Reduce -7.1% 2,833 $260K
MBE Wealth Management, LLC 0.11% Add +0.1% 2,829 $260K
Strategic Advisors LLC 0.05% Reduce -4.1% 2,822 $259K
Haven Capital Group, Inc. 0.23% No change 2,825 $259K
Total Clarity Wealth Management, Inc. 0.07% Reduce -6.7% 2,819 $259K
E Fund Management Co., Ltd. 0.01% Reduce -0.2% 2,812 $258K
NorthStar Asset Management LLC 0.14% Add +2.2% 2,808 $258K
Peoples Bank 0.17% No change 2,800 $257K
CRA Financial Services, LLC 0.04% Reduce -6.7% 2,797 $257K
Optimize Financial Inc. 0.16% Reduce -0.7% 2,796 $257K
Cultivar Capital, Inc. 0.19% New 2,795 $257K
V. M. Manning & Co., Inc. 0.28% — 2,780 $257K
Searcy Financial Services Inc. 0.10% Reduce -7.4% 2,794 $257K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -0.5% 2,794 $256K
Gradient Investments LLC 0.00% Add +2.2% 2,785 $256K
Frederick Financial Consultants, LLC 0.16% Add +19.5% 2,783 $256K
Evanson Asset Management, LLC 0.02% No change 2,779 $255K
Williams Jones Wealth Management, LLC. 0.00% Reduce -1.8% 2,778 $255K
Pine Haven Investment Counsel, Inc 0.20% No change 2,773 $255K
Westpac Banking Corp. 0.02% No change 2,770 $254K
Boyar Asset Management Inc. 0.17% No change 2,765 $254K
Continuum Advisory, LLC 0.03% Reduce -4.9% 2,763 $254K
Liberty Capital Management, Inc. 0.05% Add +12.9% 2,756 $253K
Northwest Bancshares, Inc. 0.04% Reduce -3.9% 2,756 $253K
Legacy Edge Advisors, LLC 0.03% Add +0.6% 2,729 $251K
Rodgers & Associates, LTD 0.03% Add +0.8% 2,728 $250K
Maripau Wealth Management LLC 0.13% Add +1.9% 2,722 $250K
waypoint wealth counsel 0.12% Add +11.6% 2,721 $250K
Pavion Blue Capital, LLC 0.11% No change 2,715 $249K
Versant Capital Management, Inc 0.04% Add +7.5% 2,710 $249K
Callahan Advisors, LLC 0.02% No change 2,700 $248K
Stephens Consulting, LLC 0.06% Reduce -20.1% 2,698 $248K
Crew Capital Management, Ltd 0.18% No change 2,698 $248K
Vista Investment Partners LLC 0.07% No change 2,698 $248K
Acorns Advisers, LLC 0.00% New 2,685 $247K
Strategic Financial Services, Inc. 0.01% No change 2,689 $247K
Cary Street Partners Investment Advisory LLC 0.12% Add +8.3% 2,685 $247K
Octavia Wealth Advisors, LLC 0.03% Reduce -7.2% 2,684 $246K
PYA Waltman Capital, LLC 0.07% No change 2,676 $246K
Waterford Advisors, LLC 0.09% Add +13067.5% 351,703 $245K
Gateway Investment Advisers LLC 0.00% Reduce -8.5% 2,659 $244K
Unified Investment Management 0.26% Add +0.1% 2,658 $244K
Alteri Wealth LLC 0.09% Add +3.0% 2,655 $244K
Zevin Asset Management LLC 0.04% Reduce -15.9% 2,650 $243K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,646 $243K
ORG Partners LLC 0.05% Add +14.2% 2,629 $242K
Finer Wealth Management, Inc. 0.13% Reduce -6.2% 2,634 $242K
Saxony Capital Management, LLC 0.19% Reduce -9.4% 2,633 $242K
Keystone Financial Group, Inc. 0.15% Add +0.4% 2,569 $242K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.1% 2,632 $242K
ING Groep NV 0.00% New 2,630 $242K
VestGen Investment Management 0.17% Add +0.8% 2,628 $241K
Braun-Bostich & Associates Inc. 0.16% Add +13.6% 2,624 $241K
Alexander Labrunerie & Co., Inc. 0.10% Add +5.5% 2,624 $241K
Francis Financial, Inc. 0.06% Add +2.1% 2,624 $241K
Optas, LLC 0.05% New 2,623 $241K
Nova R Wealth, Inc. 0.11% Add +0.1% 2,618 $240K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +13.2% 2,616 $240K
Brian Low Financial Group, LLC 0.22% — 2,609 $240K
Foster Group, Inc. 0.01% Add +1.6% 2,605 $239K
Wood Tarver Financial Group, LLC 0.07% Add +0.0% 2,610 $239K
Chickasaw Capital Management LLC 0.01% Reduce -2.0% 2,600 $239K
VSM Wealth Advisory, LLC 0.08% Reduce -26.7% 2,602 $239K
Barlow Wealth Partners, LLC 0.03% Reduce -1.2% 2,620 $239K
Buttonwood Financial Advisors Inc. 0.10% Reduce -10.5% 2,600 $239K
Laffer Tengler Investments, Inc. 0.05% No change 2,600 $239K
Colonial River Investments, LLC 0.10% Reduce -2.3% 2,553 $238K
WealthShield Partners, LLC 0.03% Add +5.2% 2,589 $238K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.9% 2,588 $238K
Samalin Investment Counsel, LLC 0.09% Add +0.3% 2,580 $237K
Tiemann Investment Advisors, LLC 0.10% Add +12.4% 2,580 $237K
Traphagen Investment Advisors LLC 0.02% Add +0.2% 2,580 $237K
Delta Investment Management, LLC 0.05% Add +4.6% 2,579 $237K
Kathmere Capital Management, LLC 0.02% Add +16.3% 2,579 $237K
First Manhattan Co. Llc. 0.00% Reduce -2.8% 2,576 $237K
Longboard Asset Management, LP 0.59% No change 2,573 $236K
Simon Quick Advisors, LLC 0.01% Reduce -61.6% 2,567 $236K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -0.3% 2,565 $236K
Mayflower Financial Advisors, LLC 0.03% Reduce -0.3% 2,559 $235K
Floyd Financial Group LLC 0.22% Add +6.7% 2,567 $235K
CFO4Life Group, LLC 0.04% Add +6.7% 2,551 $234K
LMCG Investments, LLC 0.01% No change 2,550 $234K
PFG Advisors 0.01% New 2,549 $234K
Horan Securities, Inc. 0.08% Add +0.1% 2,546 $234K
BankPlus Wealth Management LLC 0.16% Add +8.2% 2,545 $234K
Meriwether Wealth & Planning, LLC 0.15% No change 2,542 $233K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -47.6% 2,535 $233K
Indiana Trust & Investment Management Co 0.08% Add +22.6% 2,525 $232K
Per Stirling Capital Management, LLC. 0.03% Add +0.7% 2,519 $231K
Opinicus Capital, Inc. 0.17% Add +0.8% 2,502 $230K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.2% 2,502 $230K
Enhancing Capital LLC 0.18% No change 2,500 $230K
Godshalk Welsh Capital Management, Inc. 0.14% No change 2,500 $230K
Fayez Sarofim & Co 0.00% No change 2,500 $230K
Sompo Asset Management Co., Ltd. 0.04% Reduce -5.7% 2,490 $229K
Traveka Wealth, LLC 0.12% Reduce -1.9% 2,489 $229K
Whalen Wealth Management Inc. 0.14% Add +0.8% 2,486 $228K
Byrne Financial Freedom, LLC 0.11% Reduce -7.9% 2,484 $228K
Santori & Peters, Inc. 0.08% Add +0.3% 2,474 $227K
Seven Springs Wealth Group, LLC 0.06% No change 2,474 $227K
Forbes J M & Co. LLP 0.02% No change 2,472 $227K
Acropolis Investment Management, LLC 0.01% Add +39.7% 2,471 $227K
R.H. Investment Group, LLC 0.21% Add +2.8% 2,467 $227K
Sherbrooke Park Advisers LLC 0.10% Reduce -74.9% 2,467 $227K
FDx Advisors, Inc. 0.07% Reduce -14.9% 2,461 $226K
Alpine Bank Wealth Management 0.03% No change 2,460 $226K
Schorn Wealth LLC 0.07% No change 2,453 $225K
NBW Capital LLC 0.05% Reduce -6.3% 2,452 $225K
Aldebaran Financial Inc. 0.25% No change 2,450 $225K
Glassy Mountain Advisors, Inc. 0.07% Reduce -0.6% 2,449 $225K
Sunpointe, LLC 0.09% Reduce -13.1% 2,448 $225K
Revolve Wealth Partners, LLC 0.03% Reduce -4.7% 2,439 $224K
Patton Fund Management, Inc. 0.05% New 2,435 $224K
Old Mission Investment Co LLC 0.06% No change 2,428 $223K
Live Oak Investment Partners 0.17% No change 2,422 $222K
Client First Capital LLC 0.10% New 2,418 $222K
MCF Advisors LLC 0.01% Add +30.2% 2,414 $222K
Tevis Investment Management 0.14% New 2,413 $222K
Kestra Investment Management, LLC 0.01% Add +1046.2% 2,407 $221K
Prevail Innovative Wealth Advisors, LLC 0.05% No change 2,405 $221K
Forbes Financial Planning, Inc. 0.15% No change 2,404 $221K
Valley Forge Investment Consultants Inc. Adv 0.07% New 2,400 $220K
Hilton Capital Management, LLC 0.02% No change 2,400 $220K
Essex Investment Management Co. LLC 0.04% No change 2,391 $220K
Wrapmanager Inc. 0.05% Reduce -0.1% 2,390 $219K
Oak Family Advisors, LLC 0.08% No change 2,388 $219K
Partners in Financial Planning 0.04% No change 2,386 $219K
Greenfield Savings Bank 0.10% Reduce -4.8% 2,381 $219K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -0.7% 2,379 $218K
Abacus Planning Group, Inc. 0.03% Reduce -4.8% 2,378 $218K
MPS Loria Financial Planners, LLC 0.06% No change 2,374 $218K
Bank of Stockton 0.06% No change 2,370 $218K
Axecap Investments, LLC 0.14% Reduce -2.8% 2,358 $217K
William B. Walkup & Associates, Inc. 0.13% No change 2,358 $217K
First Financial Bank - Trust Division 0.02% Reduce -4.6% 2,351 $216K
Wealth Architects, LLC 0.02% Reduce -1.3% 2,348 $216K
Accel Wealth Management 0.07% Add +1.7% 2,347 $216K
AGH Wealth Advisors, LLC 0.18% Add +4.5% 2,346 $215K
Heartland Bank & Trust Co 0.10% Reduce -31.1% 2,340 $215K
PKS Advisory Services, LLC 0.05% New 2,333 $214K
Sonata Capital Group Inc. 0.09% No change 2,325 $214K
Accredited Investors Inc. 0.01% No change 2,326 $214K
Smithfield Trust Co 0.01% No change 2,315 $213K
Noesis Capital Mangement Corp. 0.04% No change 2,311 $212K
Parthenon LLC 0.02% No change 2,307 $212K
South Plains Financial, Inc. 0.15% Reduce -55.6% 2,305 $212K
AllGen Financial Advisors, Inc. 0.06% No change 2,300 $211K
Tudor Financial Inc. 0.12% Add +4.5% 2,299 $211K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +1.4% 2,299 $211K
Alamar Capital Management, LLC 0.11% No change 2,298 $211K
Patrick M Sweeney & Associates, Inc. 0.14% No change 2,293 $210K
Hardin Capital Partners, LLC 0.12% No change 2,271 $210K
Hardy Reed LLC 0.02% Add +3.1% 2,280 $209K
Crowley Wealth Management, Inc. 0.19% No change 2,280 $209K
ACT Advisors, LLC. 0.10% Add +4.0% 2,274 $209K
Greenfield Seitz Capital Management, LLC 0.07% Reduce -3.0% 2,270 $208K
Taylor Hoffman Capital Management LLC 0.07% No change 2,270 $208K
Founders Financial Securities LLC 0.02% Add +2.4% 2,267 $208K
Bordeaux Wealth Advisors LLC 0.03% New 2,261 $208K
Stonebridge Financial Planning Group, LLC 0.09% No change 2,260 $208K
Advance Capital Management, Inc. 0.01% Reduce -9.3% 2,257 $207K
LexAurum Advisors, LLC 0.03% Reduce -7.2% 2,256 $207K
Atlas Private Wealth Advisors 0.03% New 2,255 $207K
CVA Family Office, LLC 0.03% Reduce -3.5% 2,253 $207K
Stonebrook Private Inc. 0.05% New 2,250 $207K
BXM Wealth LLC 0.25% No change 2,250 $207K
Emprise Bank 0.10% No change 2,248 $206K
Private Management Group Inc. 0.01% New 2,248 $206K
Northeast Investment Management 0.01% No change 2,247 $206K
Arista Wealth Management, LLC 0.03% New 2,245 $206K
Parkside Advisors LLC 0.04% No change 2,228 $205K
Howland Capital Management LLC 0.01% New 2,222 $204K
Quest Investment Management LLC 0.02% New 2,220 $204K
Veltria Advisors Corp. 0.14% New 2,217 $204K
Titleist Asset Management, LLC 0.02% Reduce -1.3% 2,214 $203K
MBA Advisors LLC 0.09% No change 2,213 $203K
Altman Advisors, Inc. 0.08% No change 2,200 $203K
Mason & Associates Inc 0.05% No change 2,211 $203K
Interactive Financial Advisors, Inc. 0.10% No change 2,208 $203K
Sterling Wealth Management, Inc. 0.07% — 2,206 $203K
Muirfield Wealth Advisors LLC 0.16% Reduce -5.0% 2,204 $202K
Iams Wealth Management, LLC 0.09% New 2,201 $202K
DT Investment Partners, LLC 0.02% No change 2,201 $202K
Manchester Capital Management LLC 0.03% No change 2,200 $202K
Advent Capital Management 0.24% New 2,200 $202K
Camelot Portfolios, LLC 0.12% No change 2,200 $202K
Sanders Morris Harris LLC 0.05% Reduce -1.8% 2,200 $202K
Covenant Asset Management, LLC 0.04% No change 2,200 $202K
Summit Financial Strategies, Inc. 0.02% No change 2,200 $202K
Copia Wealth Management 0.17% Add +0.6% 2,195 $202K
Commonwealth Financial Services, LLC 0.04% No change 2,181 $200K
Strategic Family Wealth Counselors, L.L.C. 0.06% New 2,179 $200K
Presper Financial Architects, LLC 0.15% — 2,177 $200K
Cornerstone Planning Group LLC 0.04% Reduce -15.6% 2,111 $199K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,155 $198K
NFSG Corp 0.03% Reduce -0.1% 2,129 $196K
Legacy Bridge, LLC 0.09% No change 2,095 $192K
Hager Investment Management Services, LLC 0.11% No change 2,089 $192K
Old Second National Bank of Aurora 0.04% Add +1.2% 2,061 $189K
Salomon & Ludwin, LLC 0.02% No change 2,075 $189K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.8% 2,048 $188K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +37.0% 2,026 $186K
TOWER TRUST & INVESTMENT Co 0.13% No change 2,006 $184K
Osterweis Capital Management Inc. 0.01% Add +13106.7% 1,981 $182K
Clear Investment Research, LLC 0.22% No change 1,917 $176K
Bogart Wealth, LLC 0.01% Add +15.7% 1,918 $176K
Creative Financial Designs Inc. 0.01% Reduce -20.1% 1,888 $173K
Gen-Wealth Partners Inc 0.07% Reduce -2.1% 1,875 $172K
Ransom Advisory, Ltd 0.08% No change 1,866 $171K
Fortitude Family Office, LLC 0.06% Add +63.0% 1,858 $171K
Capital Advisors, Ltd. LLC 0.02% No change 1,850 $170K
Proathlete Wealth Management LLC 0.05% Add +0.6% 1,773 $163K
REAP Financial Group, LLC 0.04% Add +80.4% 1,743 $160K
Silvant Capital Management LLC 0.01% No change 1,727 $159K
RMG Wealth Management LLC 0.02% — 1,672 $157K
S.A. Mason LLC 0.08% Add +7.6% 1,708 $157K
Medallion Wealth Advisors, LLC 0.06% No change 1,703 $156K
Harbor Investment Advisory, LLC 0.01% Reduce -3.1% 1,692 $155K
MV Capital Management, Inc. 0.02% Reduce -0.8% 1,653 $152K
Harvest Fund Management Co., Ltd 0.01% Reduce -33.3% 1,601 $147K
Deseret Mutual Benefit Administrators 0.07% No change 1,558 $143K
Valley National Advisers Inc. 0.02% Add +38.6% 1,564 $143K
Community Bank, N.A. 0.02% No change 1,550 $142K
Whittier Trust Co. 0.00% Add +26.2% 1,503 $138K
Financial Management Professionals, Inc. 0.02% Add +1.5% 1,501 $138K
Acima Private Wealth, LLC 0.05% No change 1,500 $138K
Mark Sheptoff Financial Planning, LLC 0.07% Add +2.8% 1,490 $137K
Barrett & Company, Inc. 0.05% No change 1,486 $136K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +314.3% 1,450 $133K
Toth Financial Advisory Corp. 0.01% Reduce -12.4% 1,381 $127K
Slocum, Gordon & Co LLP 0.10% Reduce -4.8% 1,381 $127K
Catalyst Capital Advisors LLC 0.00% Reduce -35.4% 1,360 $125K
Millstone Evans Group, LLC 0.09% No change 1,357 $125K
TD Capital Management LLC 0.01% Add +15.8% 1,327 $122K
Smallwood Wealth Investment Management, LLC 0.07% No change 1,310 $120K
Main Street Group, LTD 0.04% No change 1,273 $117K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,270 $117K
JNBA Financial Advisors 0.01% Add +188.8% 1,262 $116K
Raiffeisen Bank International AG 0.00% Reduce -35.7% 1,226 $112K
Twin Peaks Wealth Advisors, LLC 0.04% New 1,186 $111K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,200 $110K
PrairieView Partners, LLC 0.01% Reduce -10.9% 1,200 $110K
Hughes Financial Services, LLC 0.02% Add +1.0% 1,151 $109K
Puff Wealth Management, LLC 0.18% Reduce -9.4% 1,179 $108K
Proffitt & Goodson Inc. 0.02% Reduce -2.8% 1,163 $107K
Roble, Belko & Company, Inc 0.02% No change 1,154 $106K
Ostrum Asset Management 0.00% Reduce -2.9% 1,150 $106K
Ossiam 0.00% Reduce -81.0% 1,134 $104K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -0.3% 1,129 $104K
Vermillion & White Wealth Management Group, LLC 0.07% Add +14.6% 1,129 $104K
Bruce G. Allen Investments, LLC 0.08% Reduce -3.1% 1,116 $102K
Beacon Capital Management, LLC 0.01% Reduce -14.5% 1,111 $102K
Stone House Investment Management, LLC 0.02% No change 1,097 $101K
Financial Gravity Companies, Inc. 0.02% — 1,087 $100K
IAG Wealth Partners, LLC 0.01% No change 1,074 $99K
Caldwell Sutter Capital, Inc. 0.04% No change 1,069 $98K
Vision Financial Markets LLC 0.09% No change 1,068 $98K
Bellevue Asset Management, LLC 0.05% Add +0.7% 1,063 $98K
Redwood Park Advisors LLC 0.07% Add +0.8% 1,028 $94K
Dagco, Inc. 0.03% No change 1,000 $92K
American Capital Advisory, LLC 0.04% Add +1.6% 974 $89K
GW&K Investment Management, LLC 0.00% Add +14.6% 971 $89K
Hopwood Financial Services, Inc. 0.07% No change 950 $87K
Hemington Wealth Management 0.01% Add +1.0% 947 $86K
LRI Investments, LLC 0.01% Reduce -6.9% 935 $86K
Kennebec Savings Bank 0.08% Add +67.0% 930 $85K
Olistico Wealth, LLC 0.05% Add +27.7% 922 $85K
Rossby Financial, LCC 0.03% Add +110.1% 914 $84K
Roxbury Financial LLC 0.08% Add +1.9% 874 $80K
Plato Investment Management Ltd 0.01% No change 876 $80K
Kozak & Associates, Inc. 0.02% Add +0.8% 838 $77K
Addison Advisors LLC 0.02% Add +6.8% 820 $75K
Flagship Wealth Advisors, LLC 0.03% No change 800 $73K
Leonteq Securities AG 0.00% Reduce -19.5% 799 $73K
Webster Bank, N. A. 0.01% No change 776 $71K
Sawyer & Company, Inc 0.02% Reduce -59.6% 742 $71K
Covestor Ltd 0.04% Add +2.4% 765 $70K
Center for Financial Planning, Inc. 0.01% No change 754 $69K
Boyd Watterson Asset Management LLC 0.02% Reduce -16.4% 751 $69K
Atticus Wealth Management, LLC 0.02% No change 750 $69K
Summit Securities Group LLC 0.02% New 740 $68K
Capula Management Ltd 0.00% Reduce -41.2% 730 $67K
Canton Hathaway, LLC 0.01% No change 705 $65K
North Capital, Inc. 0.05% No change 690 $63K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -19.9% 693 $63K
S&T Bank 0.02% Add +5.7% 685 $63K
Opal Wealth Advisors, LLC 0.02% Add +24.5% 675 $62K
Western Pacific Wealth Management, LP 0.06% Reduce -25.1% 665 $61K
Global Trust Asset Management, LLC 0.03% No change 663 $61K
Winch Advisory Services, LLC 0.01% Add +0.8% 658 $60K
Sachetta, LLC 0.02% Add +3.1% 640 $59K
Piscataqua Savings Bank 0.05% No change 640 $59K
Birchbrook, Inc. 0.03% No change 632 $58K
JFS Wealth Advisors, LLC 0.00% Add +17.6% 628 $58K
HighMark Wealth Management LLC 0.03% No change 622 $57K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 617 $57K
Elevation Point Wealth Partners, LLC 0.00% New 611 $56K
Chung Wu Investment Group, LLC 0.06% New 600 $55K
Richardson Financial Services Inc. 0.04% Reduce -19.9% 592 $55K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 585 $54K
Curat Global, LLC 0.05% Add +7.5% 574 $53K
Moser Wealth Advisors, LLC 0.03% Add +6.7% 573 $53K
Darwin Wealth Management, LLC 0.02% No change 569 $52K
Greykasell Wealth Strategies, Inc. 0.02% No change 566 $52K
Capital Analysts, LLC 0.00% No change 556 $51K
Tompkins Financial Corp. 0.00% Reduce -77.4% 555 $51K
Missouri Trust & Investment Co 0.02% Reduce -6.8% 545 $50K
TruNorth Capital Management, LLC 0.01% Reduce -41.6% 545 $50K
Fourth Dimension Wealth, LLC 0.02% No change 543 $50K
Reyes Financial Architecture, Inc. 0.04% Add +1953.8% 534 $49K
WPG Advisers, LLC 0.04% Reduce -26.3% 526 $48K
Tortoise Investment Management, LLC 0.00% Add +3.4% 519 $48K
Tanglewood Legacy Advisors, LLC 0.02% No change 508 $47K
Investment Research & Advisory Group, Inc. 0.02% New 504 $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
CBIZ Investment Advisory Services, LLC 0.00% Add +29.0% 494 $45K
Eisler Capital Management Ltd. 0.00% Reduce -78.1% 493 $45K
Stuart Chaussee & Associates, Inc. 0.01% No change 485 $45K
Sierra Ocean, LLC 0.03% Add +2.1% 480 $44K
West Branch Capital LLC 0.01% Reduce -23.2% 473 $43K
Strategic Investment Solutions, Inc. 0.01% Reduce -0.6% 470 $43K
CNB Bank 0.02% Reduce -24.2% 469 $43K
Murphy & Mullick Capital Management Corp 0.03% No change 448 $42K
Beaird Harris Wealth Management, LLC 0.00% Add +11.8% 453 $42K
Dunhill Financial, LLC 0.01% Add +0.5% 450 $41K
Cetera Trust Company, N.A 0.02% No change 450 $41K
Binnacle Investments Inc 0.03% Add +11.9% 442 $41K
Access Investment Management LLC 0.01% — 441 $40K
NewSquare Capital LLC 0.00% Add +5.1% 1,926 $40K
Anfield Capital Management, LLC 0.01% Add +309.5% 430 $39K
Mb, Levis & Associates, LLC 0.02% Add +0.2% 423 $39K
Perritt Capital Management Inc 0.02% No change 418 $38K
TFC Financial Management, Inc. 0.01% Reduce -80.2% 418 $38K
IMG Wealth Management, Inc. 0.03% New 409 $38K
Loomis Sayles & Co. L P 0.00% New 408 $37K
First Community Trust NA 0.03% No change 400 $37K
Accredited Wealth Management, LLC 0.03% No change 390 $36K
Transce3nd, LLC 0.01% Add +9.1% 371 $34K
Safe Harbor Fiduciary, LLC 0.03% No change 371 $34K
Financial Connections Group, Inc. 0.01% No change 360 $33K
Centerpoint Advisors, LLC 0.01% Add +2.3% 354 $33K
FWL Investment Management, LLC 0.01% No change 350 $32K
McIlrath & Eck, LLC 0.00% No change 350 $32K
BOK Financial Private Wealth, Inc. 0.00% No change 350 $32K
Pension & Wealth Management Advisors, Inc. 0.01% No change 345 $32K
High Note Wealth, LLC 0.01% No change 343 $31K
Evermay Wealth Management LLC 0.00% No change 340 $31K
Nvwm, LLC 0.01% No change 327 $30K
Physician Wealth Advisors, Inc. 0.00% Reduce -19.9% 326 $30K
Advantage Trust Co 0.01% Add +1428.6% 321 $29K
YANKCOM Partnership 0.01% No change 319 $29K
Frazier Financial Advisors, LLC 0.02% Add +0.6% 318 $29K
Cheviot Value Management, LLC 0.00% No change 305 $29K
Morton Brown Family Wealth, LLC 0.01% No change 314 $29K
Retirement Wealth Solutions LLC 0.02% No change 310 $28K
Activest Wealth Management 0.01% Reduce -1.3% 308 $28K
Bell Investment Advisors, Inc 0.00% Add +15.4% 299 $27K
Ameriflex Group, Inc. 0.01% Add +275.0% 300 $27K
Pin Oak Investment Advisors Inc. 0.02% No change 300 $27K
CGC Financial Services, LLC 0.01% No change 293 $27K
Avion Wealth 0.01% Reduce -75.4% 289 $26K
Tidemark, LLC 0.01% No change 272 $25K
Key Financial Inc 0.01% No change 269 $25K
Clark Wealth Partners 0.02% No change 265 $24K
Solstein Capital, LLC 0.01% New 258 $24K
Prestige Wealth Management Group LLC 0.00% Add +5.3% 257 $24K
Aspect Partners, LLC 0.01% Add +121.7% 255 $23K
Miller Wealth Advisors, LLC 0.01% No change 250 $23K
MPWM Advisory Solutions, LLC 0.01% Add +846.1% 246 $23K
LFA - Lugano Financial Advisors SA 0.01% New 246 $23K
Spurstone Advisory Services, LLC 0.34% No change 244 $22K
10Elms LLP 0.02% No change 242 $22K
Howard Hughes Medical Institute 0.01% New 236 $22K
Quaker Wealth Management, LLC 0.01% — 235 $22K
Wealth Preservation Advisors, LLC 0.01% Add +0.4% 231 $21K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 230 $21K
Wolff Wiese Magana LLC 0.01% No change 227 $21K
Logan Capital Management Inc. 0.00% No change 221 $20K
Cherry Tree Wealth Management, LLC 0.00% No change 212 $19K
Private Wealth Management Group, LLC 0.01% Reduce -20.1% 211 $19K
CoreFirst Bank & Trust 0.01% New 200 $18K
Washington Trust Advisors, Inc. 0.00% No change 200 $18K
Navigoe, LLC 0.01% No change 200 $18K
WFA Asset Management Corp 0.01% No change 232 $18K
Riverview Trust Co 0.02% Reduce -89.6% 194 $18K
Financial Network Wealth Advisors LLC 0.02% No change 192 $18K
Tower View Wealth Management LLC 0.01% Add +1.1% 191 $18K
Creekmur Asset Management LLC 0.00% Add +585.2% 185 $17K
Centricity Wealth Management, LLC 0.01% No change 180 $17K
Fairscale Capital, LLC 0.01% No change 162 $15K
Northwest Capital Management Inc 0.01% Reduce -63.1% 166 $15K
Chilton Capital Management LLC 0.00% New 164 $15K
Creative Capital Management Investments LLC 0.01% New 161 $15K
Westend Capital Management, LLC 0.00% No change 156 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -83.9% 147 $14K
Painted Porch Advisors LLC 0.01% No change 145 $13K
Pacifica Partners Inc. 0.01% New 145 $13K
Steph & Co. 0.00% No change 140 $13K
Nemes Rush Group LLC 0.00% Add +20.9% 139 $13K
Pineridge Advisors LLC 0.00% Add +8.9% 134 $12K
Carderock Capital Management Inc. 0.00% New 130 $12K
Horizon Financial Services, LLC 0.01% Reduce -34.2% 125 $11K
Lavaca Capital LLC 0.00% No change 122 $11K
SJS Investment Consulting Inc. 0.00% Reduce -8.7% 115 $11K
Redmont Wealth Advisors LLC 0.01% New 105 $10K
Wellington Shields Capital Management, LLC 0.00% No change 104 $10K
Kilter Group LLC 0.00% New 102 $9K
True Wealth Design, LLC 0.00% Add +12.1% 102 $9K
Financial Freedom, LLC 0.00% No change 100 $9K
Compass Financial Services Inc 0.00% Add +35.1% 100 $9K
JDM Financial Group LLC 0.00% No change 100 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -25.9% 100 $9K
Clean Yield Group 0.00% No change 100 $9K
Ogorek Anthony Joseph /NY/ 0.00% No change 99 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 95 $9K
Penserra Capital Management LLC 0.00% Reduce -99.4% 93 $8K
LGT Financial Advisors LLC 0.02% New 87 $8K
WealthTrak Capital Management LLC 0.01% Add +13.3% 85 $8K
Carolina Wealth Advisors, LLC 0.00% No change 81 $7K
Fiduciary Wealth Partners, LLC 0.01% Reduce -96.4% 80 $7K
Bare Financial Services, Inc 0.00% Add +1460.0% 78 $7K
Nova Wealth Management, Inc. 0.01% Add +971.4% 75 $7K
Whipplewood Advisors, LLC 0.00% Reduce -86.8% 73 $7K
Lowe Wealth Advisors, LLC 0.00% No change 73 $7K
GFG Capital, LLC 0.00% New 70 $6K
Rakuten Securities, Inc. 0.00% Reduce -2.9% 68 $6K
Burkett Financial Services, LLC 0.00% No change 62 $6K
Principia Wealth Advisory, LLC 0.00% Add +17.6% 60 $6K
Total Investment Management Inc. 0.00% New 60 $6K
Financial Perspectives, Inc 0.00% No change 58 $5K
Atlas Capital Advisors Inc. 0.00% No change 47 $4K
Tobam 0.00% Reduce -98.2% 46 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.4% 40 $4K
Valued Wealth Advisors LLC 0.00% Add +33.3% 40 $4K
MorganRosel Wealth Management, LLC 0.00% No change 36 $3K
Ridgewood Investments LLC 0.00% No change 35 $3K
Rialto Wealth Management, LLC 0.00% New 34 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +79.0% 34 $3K
Hollencrest Capital Management 0.00% No change 30 $3K
New Millennium Group LLC 0.00% No change 27 $2K
Bellwether Advisors, LLC 0.00% No change 25 $2K
Transamerica Financial Advisors, LLC 0.00% No change 25 $2K
Trifecta Capital Advisors, LLC 0.00% No change 23 $2K
PayPay Securities Corp 0.10% Reduce -20.7% 23 $2K
Hara Capital LLC 0.00% No change 22 $2K
Winthrop Capital Management, LLC 0.00% No change 17 $2K
Your Advocates Ltd., LLP 0.00% Reduce -50.0% 20 $2K
Raffa Wealth Management, LLC 0.00% No change 19 $2K
Crewe Advisors LLC 0.00% Add +58.3% 19 $2K
Delos Wealth Advisors, LLC 0.00% New 18 $2K
Parkworth Wealth Management, Inc. 0.00% New 15 $1K
Orion Capital Management LLC 0.00% No change 14 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 10 $962
DecisionPoint Financial, LLC 0.00% New 10 $923
HFM Investment Advisors, LLC 0.00% Add +150.0% 10 $918
IMA Advisory Services, Inc. 0.00% New 8 $735
Essential Partners LLC 0.00% — 7 $643
LMR Partners LLP 0.00% No change 4 $367
Eq Wealth Advisors, LLC 0.00% No change 1 $92
Meeder Asset Management Inc. 0.00% No change 1 $92
Y.D. More Investments Ltd 0.00% Reduce -66.7% 141 $38

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