The SouthernSO

13F holders, Q3 2025 (September 30)
2,219holders +36
145new positions
95sold out
8famous investors
$94.75avg. 13F price*

At the end of Q3 2025, 2,219 institutions reported holding The Southern Co. (SO) in their 13F filings, up 36 from Q2 2025. 145 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($10.1B), BlackRock, Inc. ($8.2B) and JPMorgan Chase & Co. ($6.6B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions145$360.7M
Exits95$372.9M

All 13F filers, Q2 2025 → Q3 2025: 56,643,454 shares bought and 32,129,629 shares sold, net +24,513,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,219 holders

Vanguard Group Inc. 0.15% Add +0.5% 106,414,323 $10.1B
BlackRock, Inc. 0.15% Reduce -0.4% 86,817,041 $8.2B
JPMorgan Chase & Co. 0.42% Add +1.2% 69,819,768 $6.6B
State Street Corp. 0.19% Add +0.0% 59,124,923 $5.6B
Capital World Investors 0.44% Add +320.3% 33,548,852 $3.2B
T. Rowe Price Associates Inc. 0.29% Add +65.6% 29,023,250 $2.8B
Geode Capital Management, LLC 0.16% Add +3.3% 26,874,265 $2.5B
FMR LLC 0.12% Reduce -0.9% 24,505,290 $2.3B
Massachusetts Financial Services Co. 0.58% Reduce -2.6% 19,810,199 $1.9B
Capital International Investors 0.30% Reduce -24.1% 19,656,303 $1.9B
Franklin Resources Inc. 0.33% Reduce -0.4% 13,963,021 $1.3B
Morgan Stanley 0.08% Add +8.6% 13,960,682 $1.3B
Northern Trust Corp. 0.13% Reduce -0.1% 10,572,493 $1.0B
Royal Bank of Canada 0.18% Add +11.6% 10,440,019 $989.4M
Ameriprise Financial Inc. 0.21% Add +0.6% 9,806,272 $929.4M
Bank of America Corp. 0.06% Add +3.2% 8,639,357 $818.8M
Legal & General Group Plc 0.18% Add +3.5% 8,532,530 $808.6M
Bank of New York Mellon Corp 0.12% Add +2.0% 7,284,822 $690.4M
Charles Schwab Investment Management Inc. 0.10% Add +0.6% 6,810,581 $645.4M
Goldman Sachs Group Inc. 0.08% Reduce -18.3% 5,915,170 $560.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -11.1% 5,728,293 $542.9M
Invesco Ltd. 0.08% Reduce -0.5% 5,072,192 $480.7M
UBS Group AG 0.09% Add +19.8% 4,998,991 $473.8M
Nuveen, LLC 0.11% Reduce -12.9% 4,478,199 $424.4M
Soroban Capital Partners LP 3.31% Add +3.7% 4,250,074 $402.8M
Pictet Asset Management Holding SA 0.37% Add +0.8% 4,010,117 $380.0M
Wells Fargo & Company 0.08% Add +2.9% 3,950,227 $374.4M
Barclays PLC 0.12% Add +25.8% 3,476,883 $329.5M
California Public Employees Retirement System 0.20% Reduce -17.9% 3,447,036 $326.7M
Swiss National Bank 0.17% Reduce -4.6% 3,168,100 $300.2M
Wellington Management Group LLP 0.05% Reduce -0.1% 3,048,838 $288.9M
Raymond James Financial Inc. 0.09% Add +1.9% 2,904,697 $275.3M
LPL Financial LLC 0.08% Add +16.0% 2,864,009 $271.4M
Ensign Peak Advisors, Inc 0.43% Reduce -8.0% 2,767,092 $262.2M
National Pension Service 0.20% Add +1.8% 2,753,676 $261.0M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +2.1% 2,705,911 $256.4M
Dimensional Fund Advisors LP 0.05% Add +1.0% 2,526,346 $239.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +3.8% 2,191,273 $207.7M
Amundi 0.07% Reduce -7.1% 2,174,315 $207.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.99% Reduce -2.0% 2,077,734 $196.9M
Marshall Wace, LLP 0.22% Reduce -32.1% 2,050,726 $194.3M
Envestnet Asset Management Inc. 0.06% Reduce -17.4% 2,044,444 $193.8M
Federated Hermes, Inc. 0.33% Reduce -16.4% 1,958,098 $185.6M
Deutsche Bank AG 0.06% Add +0.6% 1,944,304 $184.3M
Rhumbline Advisers 0.15% Add +0.7% 1,936,661 $183.5M
Bank of Montreal 0.08% Add +13.9% 1,915,292 $181.5M
HSBC Holdings PLC 0.10% Add +0.6% 1,812,192 $171.6M
Jennison Associates LLC 0.10% Reduce -30.7% 1,779,203 $168.6M
Synovus Financial Corp. 1.83% Reduce -0.1% 1,688,686 $160.0M
Confluence Investment Management LLC 2.09% Reduce -1.9% 1,549,426 $146.8M
BNP Paribas Financial Markets 0.12% Add +62.9% 1,536,576 $145.6M
HighTower Advisors, LLC 0.17% Add +0.9% 1,535,754 $145.5M
Empower Advisory Group, LLC 0.39% Add +2.1% 1,502,015 $142.3M
Principal Financial Group Inc. 0.07% Reduce -0.5% 1,418,722 $134.5M
Manufacturers Life Insurance Company, The 0.11% Add +9.8% 1,365,026 $129.4M
California State Teachers Retirement System 0.13% Add +0.8% 1,322,470 $125.3M
Russell Investments Group, Ltd. 0.14% Add +13.0% 1,296,223 $122.8M
Focus Partners Wealth 0.20% Add +0.2% 1,287,056 $122.0M
Energy Income Partners, LLC 2.33% Add +0.3% 1,274,562 $120.8M
Natixis Advisors, LLC 0.17% Add +3.4% 1,226,814 $116.3M
Duff & Phelps Investment Management Co. 1.24% Reduce -14.4% 1,151,486 $109.1M
Prudential Financial Inc. 0.13% Reduce -3.2% 1,127,662 $106.9M
New York State Common Retirement Fund 0.13% Reduce -6.5% 1,064,675 $100.9M
Alliancebernstein L.P. 0.03% Reduce -9.3% 1,059,656 $100.4M
Zacks Investment Management 0.80% Reduce -19.4% 1,058,122 $100.3M
Citigroup Inc. 0.07% Reduce -3.0% 1,051,719 $99.7M
Stifel Financial Corp. 0.09% Add +1.7% 1,031,384 $97.7M
Worldquant Millennium Advisors LLC 0.42% Add +1382.0% 1,017,666 $96.4M
Two Sigma Investments, LP 0.16% New 1,017,455 $96.4M
State Board of Administration of Florida Retirement System 0.17% Reduce -8.6% 1,000,326 $94.8M
Commonwealth Equity Services, LLC 0.12% Reduce -6.8% 985,133 $93.4M
First Trust Advisors LP 0.07% Add +12.7% 981,421 $93.0M
APG Asset Management N.V. 0.26% Reduce -1.6% 1,150,304 $92.8M
Capital Advisors Inc. 1.51% Add +2.4% 950,962 $90.1M
Mizuho Markets Americas LLC 1.87% No change 933,700 $88.5M
Mackenzie Financial Corp. 0.10% Add +15.3% 907,116 $86.0M
Macquarie Group Ltd. 0.10% Reduce -1.5% 899,026 $85.2M
Stonegate Investment Group, LLC 1.97% Add +0.2% 892,989 $84.6M
Korea Investment CORP 0.17% Add +0.4% 860,142 $81.5M
Clark Capital Management Group, Inc. 0.51% Add +2.3% 851,405 $80.7M
Capital Research Global Investors 0.01% Add +0.0% 824,760 $78.2M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -1.6% 809,319 $76.7M
Mawer Investment Management Ltd. 0.39% Reduce -4.6% 798,280 $75.7M
New York State Teachers Retirement System 0.15% Reduce -0.8% 798,176 $75.6M
Qube Research & Technologies Ltd 0.11% Add +65.5% 783,965 $74.3M
Welch Group, LLC 2.86% Add +0.7% 772,574 $73.2M
Old Republic International Corp. 2.71% No change 771,000 $73.1M
1832 Asset Management L.P. 0.12% Add +23.9% 763,325 $72.3M
Cohen & Steers, Inc. 0.13% Reduce -34.0% 738,210 $70.0M
Cetera Investment Advisers 0.08% Add +17.7% 713,935 $67.7M
Citadel Advisors 0.05% Reduce -70.3% 703,514 $66.7M
Truist Financial Corp. 0.09% Reduce -5.1% 701,651 $66.5M
Westwood Holdings Group Inc. 0.47% Reduce -8.0% 690,201 $65.4M
Aventail Capital Group, LP 3.10% No change 688,765 $65.3M
Liberty One Investment Management, LLC 3.66% Add +94.6% 685,769 $65.0M
Victory Capital Management Inc. 0.04% Add +2.9% 673,098 $63.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -0.4% 669,620 $63.5M
Wealth Enhancement Advisory Services, LLC 0.10% Add +7.2% 652,111 $62.9M
Schroder Investment Management Group 0.05% Add +5.7% 640,694 $60.2M
SG Americas Securities, LLC 0.22% Add +448.8% 626,395 $59.4M
Osaic Holdings, Inc. 0.08% Add +1.7% 635,131 $59.4M
Capital Investment Advisors, LLC 0.98% Add +3.1% 625,865 $59.3M
Fort Washington Investment Advisors Inc. 0.32% Add +1.3% 617,113 $58.5M
Canada Pension Plan Investment Board 0.04% Reduce -41.9% 606,581 $57.5M
CANADA LIFE ASSURANCE Co 0.08% Add +1.8% 603,237 $56.6M
Vaughan David Investments LLC 1.19% Add +0.3% 582,476 $55.2M
State of Wisconsin Investment Board 0.13% Reduce -1.7% 577,408 $54.7M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -3.3% 565,454 $53.6M
Donaldson Capital Management, LLC 1.69% Add +2785.8% 563,027 $53.4M
PNC Financial Services Group, Inc. 0.03% Add +1.6% 530,629 $50.3M
Asset Management One Co., Ltd. 0.14% Add +1.3% 521,522 $49.4M
Treasurer of the State of North Carolina 0.14% Reduce -3.8% 495,434 $47.0M
Capital International, Inc. 0.37% Add +57.0% 481,188 $45.6M
Creative Planning 0.03% Add +3.5% 465,115 $44.1M
DNB Asset Management AS 0.16% Add +4.1% 453,922 $43.0M
Bollard Group LLC 1.06% Add +5.7% 450,621 $42.7M
Jane Street Group, LLC 0.05% New 448,159 $42.5M
Resona Asset Management Co.,Ltd. 0.20% Reduce -7.2% 446,517 $42.3M
Public Employees Retirement System of Ohio 0.13% Reduce -2.0% 442,264 $41.9M
Cambridge Investment Research Advisors, Inc. 0.11% Add +7.7% 432,911 $41.0M
Aberdeen Group plc 0.06% Reduce -10.6% 433,412 $40.7M
Toronto Dominion Bank 0.08% Reduce -8.3% 425,893 $40.4M
US Bancorp \de 0.05% Reduce -1.0% 420,876 $39.9M
Van Eck Associates Corp. 0.04% Add +6.4% 420,169 $39.8M
TD Asset Management Inc 0.03% Add +1.4% 409,080 $38.8M
Eventide Asset Management, LLC 0.63% Add +3.6% 406,399 $38.4M
Sei Investments Co. 0.04% Reduce -10.3% 403,812 $38.3M
Magellan Asset Management Ltd 0.45% Add +13.8% 403,257 $38.2M
Gabelli Funds LLC 0.26% Reduce -0.8% 401,500 $38.1M
Nomura Asset Management Co. Ltd. 0.10% Add +1.1% 393,127 $37.3M
Mariner, LLC 0.05% Reduce -3.9% 392,054 $37.2M
CIBC Asset Management Inc 0.11% Add +0.3% 390,764 $37.0M
AQR Capital Management 0.02% Reduce -10.0% 393,337 $37.0M
State of Tennessee, Department of Treasury 0.12% Add +1.5% 389,262 $36.9M
State of New Jersey Common Pension Fund D 0.13% Add +2.5% 382,239 $36.2M
Aptus Capital Advisors, LLC 0.33% Add +2.1% 381,350 $36.1M
MML Investors Services, LLC 0.09% Reduce -6.1% 368,328 $34.9M
Millennium Management 0.03% Add +34.9% 367,920 $34.9M
Janney Montgomery Scott LLC 0.08% Add +2.0% 366,895 $34.8M
Allspring Global Investments Holdings, LLC 0.06% Reduce -0.2% 364,395 $34.5M
Ceredex Value Advisors LLC 0.78% Reduce -1.8% 352,885 $33.4M
Voloridge Investment Management, LLC 0.11% New 352,687 $33.4M
Sanctuary Advisors, LLC 0.19% Reduce -12.2% 350,149 $33.2M
GW Henssler & Associates Ltd. 1.64% Reduce -2.0% 345,775 $32.8M
Cahaba Wealth Management, Inc. 2.36% Reduce -2.1% 343,359 $32.5M
Kestra Advisory Services, LLC 0.15% Add +22.9% 336,580 $31.9M
Forsta Ap-Fonden 0.19% Add +17.4% 334,700 $31.7M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +5.4% 322,282 $30.5M
Arizona State Retirement System 0.16% Add +0.1% 321,030 $30.4M
Assenagon Asset Management S.A. 0.04% Reduce -73.5% 317,863 $30.1M
Voya Investment Management LLC 0.03% Reduce -10.0% 312,484 $29.6M
Baird Financial Group, Inc. 0.05% Reduce -0.4% 312,481 $29.6M
Teacher Retirement System of Texas 0.12% Reduce -28.6% 308,461 $29.2M
Advisors Capital Management, LLC 0.36% Add +0.7% 302,490 $28.7M
Squarepoint Ops LLC 0.06% Add +108.7% 300,699 $28.5M
D. E. Shaw & Co. 0.02% Add +163.1% 300,407 $28.5M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -70.2% 300,300 $28.5M
Orion Porfolio Solutions, LLC 0.22% Add +2.7% 299,202 $28.4M
Quantinno Capital Management LP 0.08% Add +47.9% 298,487 $28.3M
Illinois Municipal Retirement Fund 0.36% Add +2.0% 298,368 $28.3M
State of Michigan Retirement System 0.14% Reduce -0.4% 297,523 $28.2M
American Century Companies Inc. 0.01% Add +0.5% 286,533 $27.2M
Hancock Whitney Corp. 0.49% Reduce -1.7% 285,289 $27.0M
Captrust Financial Advisors 0.05% Reduce -4.4% 283,538 $26.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +8.7% 282,182 $26.7M
Brandywine Global Investment Management, LLC 0.18% Add +0.2% 279,534 $26.5M
Czech National Bank 0.18% Add +4.0% 279,389 $26.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +4.6% 278,652 $26.4M
MetLife Investment Management, LLC 0.12% Reduce -2.5% 272,971 $25.9M
Crawford Investment Counsel Inc. 0.41% Add +0.2% 261,255 $24.8M
Huntington National Bank 0.20% Add +4.3% 261,211 $24.8M
STRS Ohio 0.09% Reduce -21.0% 259,757 $24.6M
Hennessy Advisors Inc. 0.85% Reduce -8.4% 259,200 $24.6M
Ilmarinen Mutual Pension Insurance Co 0.18% Add +13.6% 259,000 $24.5M
Crossmark Global Holdings, Inc. 0.37% Add +3.0% 257,740 $24.4M
Swiss Life Asset Management Ltd 0.13% Reduce -2.2% 257,379 $24.4M
MAI Capital Management 0.15% Add +6.1% 252,791 $24.0M
IFM Investors Pty Ltd 0.21% Reduce -2.0% 252,995 $23.9M
Edgar Lomax Co. 1.83% Reduce -22.7% 246,205 $23.3M
Corient Private Wealth LP 0.04% Add +6.8% 243,665 $23.1M
Mercer Global Advisors Inc. 0.04% Add +0.7% 243,108 $23.0M
Becker Capital Management Inc. 0.67% Add +2.8% 240,492 $22.8M
Waverly Advisors, LLC 0.23% Add +6.3% 240,397 $22.8M
National Bank of Canada 0.03% Reduce -46.5% 239,773 $22.7M
Public Sector Pension Investment Board 0.08% Add +4.9% 237,221 $22.5M
NewEdge Advisors, LLC 0.10% Add +12.7% 234,749 $22.2M
Retirement Systems of Alabama 0.07% Reduce -0.5% 234,659 $22.2M
FIL Ltd 0.02% Reduce -14.4% 234,123 $22.2M
Cerity Partners LLC 0.04% Add +2.7% 233,670 $22.2M
O'shaughnessy Asset Management, LLC 0.13% Reduce -5.3% 232,188 $22.0M
FUKOKU MUTUAL LIFE INSURANCE Co 1.35% Add +0.1% 230,928 $21.9M
Comerica Bank 0.08% Reduce -7.3% 229,892 $21.8M
Foundations Investment Advisors, LLC 0.31% Add +10.5% 224,580 $21.3M
Rockefeller Capital Management L.P. 0.04% Reduce -2.2% 224,041 $21.2M
Richard C. Young & CO., LTD. 1.97% Reduce -0.5% 223,975 $21.2M
Midwest Trust Co 0.28% Reduce -1.1% 223,306 $21.2M
Calamos Wealth Management LLC 0.76% Reduce -2.4% 220,155 $20.9M
Amalgamated Bank 0.14% Reduce -1.6% 213,312 $20.2M
iA Global Asset Management Inc. 0.27% Reduce -7.3% 211,178 $20.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.1% 210,903 $20.0M
Savant Capital, LLC 0.12% Reduce -2.0% 210,558 $20.0M
Carnegie Investment Counsel 0.37% Add +1.4% 207,350 $19.7M
ProShare Advisors LLC 0.04% Reduce -3.1% 207,170 $19.6M
Tiaa Trust, National Association 0.05% Add +8.1% 206,340 $19.6M
Florida Trust Wealth Management Co 0.56% Reduce -0.9% 206,331 $19.6M
Calamos Advisors LLC 0.11% Reduce -0.3% 204,295 $19.4M
CWA Asset Management Group, LLC 0.71% Add +7.2% 202,013 $19.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.61% Reduce -10.7% 201,920 $19.1M
Regions Financial Corp. 0.12% Reduce -15.3% 196,636 $18.6M
Daiichi Life Insurance Co., Ltd. 0.47% Add +19.5% 196,503 $18.6M
Benjamin Edwards Inc. 0.21% Add +29.6% 194,448 $18.4M
HB Wealth Management, LLC 0.12% Add +17.2% 190,520 $18.1M
Leavell Investment Management, Inc. 0.75% Reduce -1.7% 188,286 $17.8M
Nichols & Pratt Advisers LLP 1.12% Add +0.2% 186,548 $17.7M
HRT Financial LP 0.06% New 184,613 $17.5M
Allworth Financial LP 0.08% Add +2.4% 183,046 $17.3M
DekaBank Deutsche Girozentrale 0.03% No change 184,531 $17.3M
Utah Retirement Systems 0.17% Add +0.6% 181,993 $17.2M
Kayne Anderson Rudnick Investment Management LLC 0.04% Add +0.6% 181,861 $17.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +9.2% 180,075 $17.1M
Police & Firemen's Retirement System of New Jersey 0.14% Add +5.8% 177,332 $16.8M
Steward Partners Investment Advisory, LLC 0.10% Add +4.4% 176,142 $16.7M
USS Investment Management Ltd 0.08% No change 175,403 $16.6M
Daiwa Securities Group Inc. 0.06% Add +4.6% 174,339 $16.5M
Moody LYNN Lieberson & Walker, LLC 0.89% Add +12.4% 173,754 $16.5M
Davidson Investment Advisors 0.69% Reduce -0.7% 172,167 $16.3M
Wealthfront Advisers LLC 0.04% Add +4.2% 172,092 $16.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +0.3% 168,204 $15.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -0.3% 166,958 $15.8M
Jones Financial Companies LLLP 0.01% Add +15.6% 164,588 $15.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +2.8% 163,270 $15.5M
Commerce Bank 0.09% Add +0.9% 163,178 $15.5M
Xponance LLC 0.12% Reduce -6.2% 163,026 $15.4M
Waycross Partners, LLC 1.32% Add +2.2% 162,018 $15.4M
Shelton Capital Management 0.32% Reduce -1.0% 160,021 $15.2M
&partners 0.10% Add +10.7% 159,524 $15.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +3.8% 158,717 $15.0M
Susquehanna International Group, LLP 0.02% Reduce -9.0% 158,490 $15.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -8.4% 158,145 $15.0M
Nisa Investment Advisors, LLC 0.06% Add +2.4% 158,043 $15.0M
CIBC Bancorp USA Inc. 0.09% — 156,073 $14.8M
Exchange Traded Concepts, LLC 0.14% Reduce -48.6% 155,720 $14.8M
First Horizon Corp. 0.68% — 153,640 $14.6M
Brookstone Capital Management 0.17% Add +21.7% 152,754 $14.5M
Baillie Gifford & Co. 0.01% Add +595.1% 152,730 $14.5M
Lockheed Martin Investment Management Co. 0.52% Reduce -30.5% 149,970 $14.2M
New York Life Investment Management LLC 0.12% Reduce -0.1% 149,490 $14.2M
Yousif Capital Management, LLC 0.15% Reduce -6.2% 149,254 $14.1M
Bank of Nova Scotia 0.03% Add +10.6% 148,459 $14.1M
CCM Investment Advisers LLC 1.38% Add +2.0% 147,909 $14.0M
M&T Bank Corp 0.05% Reduce -5.6% 147,761 $14.0M
Aquatic Capital Management LLC 0.26% New 147,459 $14.0M
Bragg Financial Advisors, Inc 0.46% Reduce -2.5% 146,462 $13.9M
Vestcor Inc 0.41% Add +2.5% 146,007 $13.8M
Alerus Financial NA 0.70% Add +7.5% 145,967 $13.8M
Independent Advisor Alliance 0.36% Add +17.2% 145,410 $13.8M
Woodline Partners LP 0.06% Add +22.3% 145,384 $13.8M
Arkadios Wealth Advisors 0.34% Add +11.6% 144,509 $13.7M
Capital & Planning, LLC 8.30% Add +1.9% 141,773 $13.4M
CIBC Private Wealth Group LLC 0.02% Add +1.3% 141,179 $13.4M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.0% 140,589 $13.3M
Glenview Trust Co 0.21% Add +21.5% 140,090 $13.3M
Nissay Asset Management Corp. /Japan 0.07% Add +1.6% 138,973 $13.2M
Biondo Investment Advisors, LLC 1.65% Add +0.2% 138,718 $13.1M
Klingenstein Fields & Co. LP 0.49% Add +0.1% 136,289 $12.9M
Pathstone Holdings, LLC 0.05% Add +1.1% 135,002 $12.8M
King Luther Capital Management Corp. 0.05% Add +16.1% 133,477 $12.6M
Pinnacle Financial Partners Inc 0.30% Add +3.5% 132,384 $12.5M
Verity & Verity, LLC 1.00% Add +0.9% 132,175 $12.5M
Cullinan Associates Inc. 0.80% Add +3.8% 129,901 $12.3M
Kettle Hill Capital Management, LLC 2.76% New 129,463 $12.3M
Jamison Private Wealth Management, Inc. 1.59% Add +1.8% 129,344 $12.3M
Gotham Asset Management 0.05% Add +205.6% 129,043 $12.2M
NEOS Investment Management LLC 0.09% Add +24.4% 128,633 $12.2M
Royal London Asset Management Ltd. 0.03% Reduce -4.6% 127,398 $12.1M
Oregon Public Employees Retirement Fund 0.16% Add +32.4% 125,772 $11.9M
Pinnacle Associates Ltd. 0.16% Add +2.7% 125,380 $11.9M
Keybank National Association 0.04% Reduce -1.5% 125,144 $11.9M
RFG Advisory, LLC 0.24% Add +2.5% 124,536 $11.8M
Blair William & Co. 0.03% Add +21.3% 124,453 $11.8M
Advisory Services Network, LLC 0.17% Add +0.5% 124,173 $11.8M
Signature Wealth Management Group 4.41% Reduce -0.8% 120,022 $11.4M
Fisher Asset Management 0.00% Reduce -2.0% 119,991 $11.4M
Kanawha Capital Management LLC 0.78% Add +0.5% 119,547 $11.3M
RWC Asset Management LLP 0.64% Reduce -0.4% 119,530 $11.3M
Mutual of America Capital Management LLC 0.12% Reduce -5.4% 119,220 $11.3M
Private Advisor Group, LLC 0.06% Add +2.8% 118,813 $11.3M
Stephens Inc. 0.14% Add +1.4% 118,792 $11.3M
Quantbot Technologies LP 0.31% New 118,646 $11.2M
State of Alaska, Department of Revenue 0.11% Reduce -4.7% 117,546 $11.1M
Fairvoy Private Wealth, LLC 2.51% Reduce -0.9% 116,377 $11.0M
Rafferty Asset Management, LLC 0.04% Reduce -1.9% 115,819 $11.0M
Metis Global Partners, LLC 0.26% Add +16.8% 115,807 $11.0M
IFG Advisory, LLC 0.50% Add +12.3% 115,684 $11.0M
QRG Capital Management, Inc. 0.13% Reduce -8.8% 114,744 $10.9M
Baltimore-Washington Financial Advisors, Inc. 0.46% Add +6.6% 113,460 $10.8M
Intech Investment Management LLC 0.10% Reduce -4.2% 112,681 $10.7M
Dakota Wealth Management 0.21% Reduce -19.9% 112,459 $10.7M
Sagefield Capital LP 1.17% Add +7.9% 109,997 $10.4M
Fifth Third Bancorp 0.03% Add +0.1% 108,374 $10.3M
Keel Point, LLC 0.62% Add +1.2% 106,934 $10.1M
Bell Bank 0.44% Add +1.4% 106,150 $10.1M
StoneX Group Inc. 0.43% Add +4.8% 104,991 $9.9M
Azimuth Capital Investment Management LLC 0.35% Reduce -0.0% 104,086 $9.9M
Rockland Trust Co. 0.40% Reduce -11.8% 103,085 $9.8M
Principle Wealth Partners LLC 0.57% Reduce -1.3% 102,920 $9.8M
AXA Investment Managers S.A. 0.03% — 101,864 $9.7M
TCTC Holdings, LLC 0.29% Reduce -4.7% 101,841 $9.7M
Cwm, LLC 0.03% Add +3.1% 101,371 $9.6M
KBC Group NV 0.02% Add +1.9% 101,290 $9.6M
ARS Wealth Advisors Group, LLC 0.95% Add +1.0% 101,219 $9.6M
Am Investment Strategies LLC 2.05% Add +0.6% 99,417 $9.4M
Visionary Wealth Advisors 0.44% Add +0.7% 99,197 $9.4M
Rothschild Investment LLC 0.53% Reduce -0.4% 98,435 $9.3M
Advisors Management Group Inc. 1.62% Reduce -1.2% 97,168 $9.2M
Sequoia Financial Advisors, LLC 0.06% Add +8.2% 97,110 $9.2M
Prospera Financial Services Inc 0.16% Reduce -1.2% 95,938 $9.1M
Fiduciary Group, LLC 0.80% Reduce -0.4% 95,797 $9.1M
Associated Banc-Corp 0.24% Reduce -0.8% 95,669 $9.1M
Lido Advisors, LLC 0.04% Add +13.8% 95,097 $9.0M
Neuberger Berman Group LLC 0.01% Add +0.9% 94,616 $9.0M
Dynamic Advisor Solutions LLC 0.26% Add +2.3% 94,545 $9.0M
Cornerstone Wealth Group, LLC 0.60% Add +3.2% 94,366 $8.9M
J.W. Cole Advisors, Inc. 0.17% Add +3.2% 93,307 $8.8M
Pacer Advisors, Inc. 0.02% Reduce -11.7% 92,768 $8.8M
Thompson Siegel & Walmsley LLC 0.14% No change 92,003 $8.7M
Sound View Wealth Advisors Group, LLC 0.60% Reduce -3.6% 91,383 $8.7M
Windle Wealth, LLC 3.87% Add +1.5% 91,258 $8.6M
Van Lanschot Kempen Investment Management N.V. 0.08% Reduce -1.3% 90,567 $8.6M
Janus Henderson Group PLC 0.00% Add +7.4% 90,438 $8.6M
Blue Trust, Inc. 0.10% Reduce -3.2% 89,534 $8.5M
Capital Fund Management S.A. 0.08% Reduce -10.4% 89,454 $8.5M
Merit Financial Group, LLC 0.08% Add +6.0% 89,328 $8.5M
Hudson Bay Capital Management LP 0.06% Reduce -58.8% 89,259 $8.5M
Atria Investments, Inc 0.10% Reduce -11.0% 88,632 $8.4M
Brevan Howard Capital Management LP 0.12% Add +251.8% 87,982 $8.3M
Advocate Group LLC 1.37% Reduce -1.7% 87,831 $8.3M
NorthCoast Asset Management LLC 0.03% Reduce -10.9% 87,473 $8.3M
Foster Victor Wealth Advisors, LLC 0.52% Add +4.8% 87,526 $8.3M
UniSuper Management Pty Ltd 0.05% Add +17.8% 87,208 $8.3M
Edgestream Partners, L.P. 0.24% New 86,425 $8.2M
Concurrent Investment Advisors, LLC 0.14% Add +5.5% 86,350 $8.2M
Spirepoint Private Client, LLC 0.86% Add +4.0% 86,171 $8.2M
Apollon Wealth Management, LLC 0.15% Add +1.3% 86,149 $8.2M
Chronos Wealth Management, LLC 4.00% Reduce -0.5% 86,093 $8.2M
Teachers Retirement System of the State of Kentucky 0.06% No change 85,856 $8.1M
Summit Financial, LLC 0.12% Reduce -1.0% 85,590 $8.1M
Thomasville National Bank 0.51% Add +0.7% 85,119 $8.1M
Allianz Asset Management GmbH 0.01% Reduce -4.6% 84,920 $8.0M
Cullen Investment Group, LTD. 1.05% Add +6.0% 84,166 $8.0M
Guggenheim Capital LLC 0.06% Reduce -0.5% 83,071 $7.9M
DAVENPORT & Co LLC 0.04% Reduce -6.1% 82,691 $7.8M
Albion Financial Group 0.47% Add +0.7% 82,656 $7.8M
D.A. Davidson & Co. 0.05% Add +4.3% 82,508 $7.8M
First PREMIER Bank 1.76% Reduce -1.4% 81,893 $7.8M
CENTRAL TRUST Co 0.16% Reduce -0.8% 81,238 $7.7M
Man Group plc 0.01% Reduce -44.8% 80,803 $7.7M
Sky Investment Group LLC 1.31% Reduce -0.0% 80,364 $7.6M
Hantz Financial Services, Inc. 0.11% Reduce -9.1% 79,938 $7.6M
Parkside Investments, LLC 0.95% Reduce -2.8% 79,821 $7.6M
Trustmark Bank Trust Department 0.48% Reduce -0.6% 78,555 $7.4M
United Capital Financial Advisors, LLC 0.05% Reduce -5.1% 78,516 $7.4M
Freestone Capital Holdings, LLC 0.23% Add +13.0% 78,347 $7.4M
Equitable Holdings, Inc. 0.05% Add +3.4% 78,155 $7.4M
Mizuho Securities USA LLC 0.15% Add +5.5% 80,120 $7.4M
Aull & Monroe Investment Management Corp 3.77% Add +0.6% 77,704 $7.4M
Kestra Private Wealth Services, LLC 0.10% Add +0.2% 77,589 $7.4M
Coldstream Capital Management Inc. 0.10% Add +1.8% 76,878 $7.3M
MassMutual Private Wealth & Trust, FSB 0.19% Reduce -2.4% 76,873 $7.3M
Integrated Wealth Concepts LLC 0.07% Add +9.5% 76,853 $7.3M
Edgemoor Investment Advisors, Inc. 0.56% Reduce -1.5% 76,046 $7.2M
Advisors Preferred, LLC 1.06% Add +51.8% 75,914 $7.2M
City Holding Co. 0.90% Add +3.1% 75,719 $7.2M
Anchor Investment Management, LLC 0.59% Reduce -0.5% 75,299 $7.1M
GLOBALT Investments LLC / GA 0.26% Reduce -1.4% 75,058 $7.1M
Coston, McIsaac & Partners 1.69% Reduce -0.5% 74,739 $7.1M
Naples Global Advisors, LLC 0.55% Reduce -0.6% 74,639 $7.1M
Stratos Wealth Partners, LTD. 0.08% Add +32.2% 74,589 $7.1M
Morningstar Investment Management LLC 0.26% New 74,502 $7.1M
Beacon Pointe Advisors, LLC 0.06% Reduce -16.2% 74,291 $7.0M
Longbow Finance SA 0.69% No change 73,524 $7.0M
Nordea Investment Management AB 0.01% Add +12.9% 73,764 $6.9M
Simmons Bank 0.46% Add +3.4% 73,062 $6.9M
Rakuten Investment Management, Inc. 0.02% — 77,003 $6.9M
Nicholas Hoffman & Company, LLC. 0.17% Reduce -0.1% 72,861 $6.9M
Bfsg, LLC 0.67% Add +0.8% 72,782 $6.9M
Carret Asset Management, LLC 0.67% Add +0.3% 72,753 $6.9M
Argent Trust Co 0.24% Add +68.9% 72,676 $6.9M
MainStreet Investment Advisors LLC 0.93% Reduce -2.6% 72,630 $6.9M
TD Waterhouse Canada Inc. 0.04% Reduce -4.7% 72,432 $6.9M
Towne Trust Company, N.A 2.22% Reduce -1.6% 72,408 $6.9M
Schonfeld Strategic Advisors LLC 0.05% New 71,523 $6.8M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +64.1% 71,506 $6.8M
Jackson Hole Capital Partners, LLC 1.15% Reduce -1.2% 70,671 $6.7M
Telos Capital Management, Inc. 0.64% Add +1.2% 70,341 $6.7M
Resolution Capital Ltd 0.13% Add +12.8% 69,909 $6.6M
Carson Advisory Inc. 3.57% Add +1.1% 69,819 $6.6M
Kentucky Retirement Systems 0.18% Reduce -1.4% 69,183 $6.6M
Vident Advisory, LLC 0.06% Reduce -8.4% 69,141 $6.6M
AE Wealth Management LLC 0.04% Add +57.1% 69,095 $6.5M
Marietta Wealth Management, LLC 0.80% Add +5.1% 68,916 $6.5M
Core Alternative Capital 1.87% Reduce -12.1% 67,848 $6.4M
Mitchell McLeod Pugh & Williams Inc. 1.02% Reduce -0.7% 67,745 $6.4M
Farmers Trust Co. 1.09% Add +0.3% 66,752 $6.3M
Community Bank & Trust, Waco, Texas 1.30% Add +1.4% 66,601 $6.3M
Oppenheimer & Co. Inc. 0.08% Reduce -2.6% 66,214 $6.3M
Thrivent Financial for Lutherans 0.01% Reduce -30.1% 65,429 $6.2M
XTX Topco Ltd 0.32% New 65,214 $6.2M
South Dakota Investment Council 0.12% Reduce -7.5% 64,940 $6.2M
Woodstock Corp. 0.53% Add +1.2% 64,470 $6.1M
Hartford Investment Management Co. 0.18% Reduce -2.9% 64,464 $6.1M
Choreo, LLC 0.08% Add +29.9% 64,305 $6.1M
Moors & Cabot, Inc. 0.26% Reduce -1.6% 63,005 $6.0M
Schaper Benz & Wise Investment Counsel Inc. 0.44% Reduce -0.3% 63,001 $6.0M
Edmond DE Rothschild Holding S.A. 0.09% New 62,871 $6.0M
Advisors Asset Management, Inc. 0.10% Add +6.9% 62,764 $5.9M
Voleon Capital Management LP 0.14% Add +1.6% 62,450 $5.9M
Shilanski & Associates, Inc. 1.56% Add +1.0% 61,841 $5.9M
Farther Finance Advisors, LLC 0.09% Add +41.0% 61,824 $5.9M
Griffith & Werner, Inc. 3.00% — 63,884 $5.8M
Glenmede Investment Management, LP 0.03% Add +11.3% 60,991 $5.8M
Horizon Investments, LLC 0.08% Add +44.3% 60,847 $5.8M
Trinity Legacy Partners, LLC 1.33% Add +2.2% 61,309 $5.8M
Capital Investment Counsel, LLC 0.85% Reduce -8.2% 60,671 $5.7M
Agf Management Ltd. 0.03% Add +22.9% 60,511 $5.7M
Alpine Woods Capital Investors, LLC 1.32% Reduce -1.6% 60,080 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -23.9% 59,847 $5.7M
Prudential PLC 0.04% Add +24.7% 59,492 $5.6M
Schnieders Capital Management, Llc. 0.91% — 59,217 $5.6M
Wealthcare Advisory Partners LLC 0.12% Add +0.1% 59,117 $5.6M
Bridge Creek Capital Management LLC 1.54% Reduce -1.0% 58,356 $5.5M
Morgan Dempsey Capital Management LLC 2.44% Reduce -11.6% 57,844 $5.5M
Louisiana State Employees Retirement System 0.09% Reduce -0.5% 57,700 $5.5M
UMB Bank, n.a. 0.08% Reduce -8.7% 57,509 $5.5M
Profund Advisors LLC 0.18% Add +4.1% 57,505 $5.4M
Goelzer Investment Management, Inc. 0.29% Reduce -1.9% 57,478 $5.4M
Sagespring Wealth Partners, LLC 0.11% Add +1.7% 57,036 $5.4M
Csenge Advisory Group 0.25% Add +4.8% 55,966 $5.3M
Clearstead Advisors, LLC 0.08% Reduce -0.3% 55,807 $5.3M
Clearbridge Investments, LLC 0.00% Reduce -2.1% 55,645 $5.3M
Signaturefd, LLC 0.08% Add +3.1% 55,564 $5.3M
Gulf International Bank (UK) Ltd 0.17% Reduce -1.5% 55,512 $5.3M
United Bank 1.83% Reduce -0.9% 55,491 $5.3M
Money Concepts Capital Corp. 0.32% Add +0.5% 55,275 $5.2M
Maryland State Retirement & Pension System 0.11% Add +2.2% 54,738 $5.2M
GQG Partners LLC 0.01% Reduce -7.0% 54,413 $5.2M
Virginia Wealth Management Group, Inc. 2.96% Reduce -0.5% 54,304 $5.1M
Main Street Financial Solutions, LLC 0.33% Add +2.5% 53,987 $5.1M
Wesbanco Bank Inc. 0.14% Reduce -0.4% 53,785 $5.1M
Providence Capital Advisors, LLC 0.88% Add +2.3% 53,654 $5.1M
Trajan Wealth LLC 0.22% Reduce -0.5% 53,147 $5.0M
Baugh & Associates, LLC 2.50% Reduce -2.1% 57,542 $5.0M
Securian Asset Management, Inc. 0.13% Reduce -7.5% 53,125 $5.0M
Brown Advisory Inc. 0.01% Add +13.4% 52,690 $5.0M
Meridian Wealth Management, LLC 0.19% Reduce -8.2% 52,599 $5.0M
Kingswood Wealth Advisors, LLC 0.30% Add +122.7% 52,556 $5.0M
Engineers Gate Manager LP 0.06% New 52,283 $5.0M
Cornerstone Capital, Inc. 0.48% No change 52,278 $5.0M
Investment Management Corp of Ontario 0.07% Reduce -79.2% 51,609 $4.9M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +0.4% 51,465 $4.9M
Y-Intercept (Hong Kong) Ltd 0.12% New 51,193 $4.9M
Greatmark Investment Partners, Inc. 0.58% Reduce -0.1% 51,193 $4.9M
Lifeworks Advisors, LLC 0.65% Reduce -41.5% 50,777 $4.8M
American Trust Investment Advisors, LLC 2.48% Reduce -4.7% 50,699 $4.8M
Global Wealth Management Investment Advisory, Inc. 0.80% Add +0.2% 50,417 $4.8M
Kentucky Trust Co 2.59% Reduce -0.6% 50,403 $4.8M
Coastal Bridge Advisors, LLC 0.36% Add +3.4% 50,199 $4.8M
Shorepoint Capital Partners LLC 0.94% — 49,905 $4.7M
iSAM Funds (UK) Ltd 0.97% New 49,867 $4.7M
New Mexico Educational Retirement Board 0.15% Reduce -2.9% 49,687 $4.7M
Norinchukin Bank, The 0.06% Add +2.0% 49,435 $4.7M
Oakworth Capital, Inc. 0.27% Add +48.3% 49,410 $4.7M
Hengehold Capital Management LLC 0.40% Add +1.7% 48,854 $4.6M
Morton Community Bank 1.07% Add +3.8% 49,130 $4.6M
Credit Agricole S A 0.02% — 48,668 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.22% Add +1.4% 48,393 $4.6M
Montag A & Associates Inc. 0.21% Reduce -4.0% 47,539 $4.5M
Annex Advisory Services, LLC 0.10% Reduce -2.1% 47,354 $4.5M
Laurel Wealth Advisors LLC 0.63% Reduce -1.7% 47,340 $4.5M
Old National Bancorp 0.08% Reduce -6.7% 47,060 $4.5M
Vinva Investment Management Ltd 0.09% Add +78.7% 47,066 $4.4M
Dark Forest Capital Management LP 0.17% New 46,439 $4.4M
Vest Financial, LLC 0.06% Add +23.8% 46,276 $4.4M
Apollon Financial, LLC 0.73% Add +0.4% 46,196 $4.4M
Sciencast Management LP 0.82% New 45,980 $4.4M
GWN Securities Inc. 1.01% Reduce -50.6% 45,722 $4.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +0.8% 45,491 $4.3M
Rench Wealth Management, Inc. 1.26% Add +1.4% 45,404 $4.3M
Empowered Funds, LLC 0.04% Add +22.6% 45,335 $4.3M
First Bank & Trust 0.72% Reduce -3.3% 45,244 $4.3M
Park Avenue Securities LLC 0.03% Add +1.2% 45,187 $4.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.24% Add +36.4% 45,000 $4.3M
First Citizens Bank & Trust Co. 0.09% Reduce -8.7% 44,918 $4.3M
Diversified Enterprises, LLC 0.29% Add +1.2% 44,916 $4.3M
Red Cedar Investment Management, LLC 0.50% No change 44,897 $4.3M
Trek Financial, LLC 0.25% Add +21.9% 44,864 $4.3M
Level Four Advisory Services, LLC 0.14% Reduce -0.5% 44,279 $4.2M
Neo Ivy Capital Management 1.02% New 44,268 $4.2M
Bailard, Inc. 0.09% Reduce -0.1% 44,051 $4.2M
TrueWealth Advisors, LLC 1.13% Add +1.3% 43,897 $4.2M
Palisade Asset Management, LLC 0.39% Add +0.0% 43,828 $4.2M
Pathway Financial Advisers, LLC 1.21% Reduce -7.4% 43,930 $4.2M
Wills Financial Group LLC 1.70% Add +0.7% 43,760 $4.1M
MTM Investment Management, LLC 1.31% Add +0.1% 43,627 $4.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -0.7% 43,547 $4.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 43,361 $4.1M
Waterloo Capital, L.P. 0.31% Add +4.5% 43,320 $4.1M
Mainstay Capital Management LLC 0.41% Reduce -49.7% 43,123 $4.1M
All Terrain Financial Advisors, LLC 1.30% Reduce -14.9% 42,662 $4.0M
Buckhead Capital Management LLC 1.47% Add +1.0% 42,616 $4.0M
Sigma Planning Corp 0.11% Reduce -10.8% 42,459 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +17.3% 42,036 $4.0M
Prime Capital Investment Advisors, LLC 0.05% Add +6.1% 41,750 $4.0M
Daymark Wealth Partners, LLC 0.13% Add +13.2% 41,322 $3.9M
Canandaigua National Bank & Trust Co. 0.34% Reduce -0.8% 41,197 $3.9M
OneDigital Investment Advisors LLC 0.04% Reduce -0.7% 41,110 $3.9M
Los Angeles Capital Management LLC 0.01% Reduce -2.5% 40,846 $3.9M
Allstate Corp. 0.09% New 40,634 $3.9M
JPL Wealth Management, LLC 0.90% Add +0.1% 39,962 $3.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.39% Reduce -0.3% 39,826 $3.8M
First National Advisers, LLC 0.51% Add +3.3% 39,585 $3.8M
Avantax Planning Partners, Inc. 0.11% Reduce -1.9% 39,516 $3.7M
Marietta Investment Partners LLC 0.72% Add +6.6% 39,502 $3.7M
Ameritas Investment Partners, Inc. 0.11% Reduce -1.6% 39,437 $3.7M
Kingsview Wealth Management, LLC 0.06% Reduce -63.6% 39,392 $3.7M
Essex Financial Services, Inc. 0.22% Add +0.2% 39,303 $3.7M
OneAscent Wealth Management LLC 1.25% Reduce -0.1% 39,252 $3.7M
OMERS ADMINISTRATION Corp 0.03% No change 39,180 $3.7M
Bank Ozk 1.31% Add +4.7% 39,106 $3.7M
Boston Partners 0.00% Reduce -0.4% 38,998 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.4% 38,714 $3.7M
Tortoise Capital Advisors, L.L.C. 0.05% Reduce -1.4% 38,630 $3.7M
Mgo One Seven LLC 0.08% Add +39.5% 38,504 $3.6M
Empirical Finance, LLC 0.17% Add +1.0% 38,159 $3.6M
First National Bank of Omaha 0.23% Reduce -4.9% 38,116 $3.6M
HighPoint Advisor Group LLC 0.17% Add +2.6% 38,086 $3.6M
Concord Wealth Partners 0.49% Reduce -15.6% 37,567 $3.6M
Cary Street Partners Financial LLC 0.09% Add +2.3% 37,384 $3.5M
Callan Family Office, LLC 0.11% Reduce -7.2% 37,245 $3.5M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -3.9% 36,997 $3.5M
Robbins Farley 1.46% Add +11.3% 36,967 $3.5M
Great Lakes Retirement, Inc. 0.38% Add +6.6% 36,868 $3.5M
LongView Wealth Management 0.93% Reduce -1.1% 36,387 $3.4M
Patrick Mauro Investment Advisor, INC. 1.81% Reduce -5.6% 36,309 $3.4M
111 Capital 0.65% New 36,169 $3.4M
Family Legacy, Inc. 1.03% Add +0.8% 35,662 $3.4M
Waters Parkerson & Co., LLC 0.16% Reduce -0.3% 35,650 $3.4M
Sovereign Financial Group, Inc. 0.63% Reduce -2.7% 35,526 $3.4M
U.S. Capital Wealth Advisors, LLC 0.09% Add +6.3% 35,505 $3.4M
Birmingham Capital Management Co. Inc. 1.54% Reduce -7.7% 35,300 $3.3M
Graham Capital Management, L.P. 0.18% New 35,213 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.05% No change 35,061 $3.3M
Concord Asset Management, LLC 0.60% Reduce -21.7% 34,847 $3.3M
EverSource Wealth Advisors, LLC 0.13% Add +2.3% 34,827 $3.3M
Praxis Investment Management Inc. 0.20% No change 34,801 $3.3M
Equitable Trust Co. 0.15% Add +0.2% 34,609 $3.3M
Bokf, NA 0.05% Reduce -0.1% 34,499 $3.3M
Stonebridge Financial Group, LLC 0.29% Add +0.9% 34,307 $3.3M
Lantz Financial LLC 0.72% Add +1.3% 34,163 $3.2M
KCM Investment Advisors LLC 0.10% Add +1.0% 33,818 $3.2M
Texas Yale Capital Corp. 0.10% Add +8.8% 33,743 $3.2M
Great Lakes Advisors, LLC 0.03% Reduce -22.5% 33,605 $3.2M
Pinnacle Wealth Management Advisory Group, LLC 0.24% Add +8.2% 33,399 $3.2M
Rockline Wealth Management, LLC 0.65% Add +0.1% 33,355 $3.2M
Marshall Financial Group, LLC 0.61% Add +5.3% 33,205 $3.1M
Slagle Financial, LLC 1.15% Add +3.5% 33,147 $3.1M
Johnson Investment Counsel Inc. 0.03% Add +1.9% 33,115 $3.1M
First National Trust Co 0.11% Reduce -0.7% 33,014 $3.1M
Elo Mutual Pension Insurance Co 0.05% Add +21.8% 33,002 $3.1M
Woodmont Investment Counsel LLC 0.21% Reduce -0.3% 32,995 $3.1M
Adalta Capital Management LLC 1.41% Add +0.1% 32,838 $3.1M
Bleakley Financial Group, LLC 0.07% Reduce -0.3% 32,757 $3.1M
FAS Wealth Partners, Inc. 0.21% Add +4.3% 32,689 $3.1M
Ieq Capital, LLC 0.01% Reduce -12.5% 32,653 $3.1M
Perigon Wealth Management, LLC 0.06% Add +26.4% 32,548 $3.1M
Ethic Inc. 0.05% Add +4.4% 32,506 $3.1M
Pettyjohn, Wood & White, Inc. 0.51% Add +0.9% 32,315 $3.1M
HF Advisory Group, LLC 1.12% Add +9.0% 32,120 $3.0M
SouthState Bank Corp 0.14% Reduce -0.7% 31,831 $3.0M
Verdence Capital Advisors LLC 0.17% Add +43.4% 31,610 $3.0M
Murphy, Middleton, Hinkle & Parker, Inc. 1.47% Reduce -0.7% 31,819 $3.0M
Naviter Wealth, LLC 0.35% Add +2.8% 31,670 $3.0M
Leelyn Smith, LLC 0.45% Add +1.5% 31,667 $3.0M
Miller Howard Investments Inc. 0.09% Add +4.4% 31,657 $3.0M
West Paces Advisors Inc. 0.59% Reduce -0.3% 31,368 $3.0M
Moloney Securities Asset Management, LLC 0.35% Reduce -4.7% 31,286 $3.0M
Intact Investment Management Inc. 0.09% Reduce -20.8% 31,200 $3.0M
Quadrature Capital Ltd 0.03% Add +18.0% 31,125 $2.9M
Biltmore Family Office, LLC 0.41% Add +0.1% 30,743 $2.9M
apricus wealth, LLC 1.57% Reduce -4.0% 30,710 $2.9M
Shoker Investment Counsel, Inc. 0.86% Add +0.3% 30,666 $2.9M
Courier Capital LLC 0.17% Reduce -0.2% 30,637 $2.9M
Verition Fund Management LLC 0.02% Reduce -92.5% 30,636 $2.9M
Mutual Advisors, LLC 0.06% Reduce -13.8% 30,160 $2.9M
McRae Capital Management Inc. 0.57% Add +0.0% 30,556 $2.9M
Great Valley Advisor Group, Inc. 0.06% Add +11.1% 30,499 $2.9M
Summit Trail Advisors, LLC 0.04% Add +22.3% 30,323 $2.9M
Little House Capital LLC 0.66% Add +15.0% 30,249 $2.9M
Nomura Holdings Inc. 0.01% Add +29.6% 30,198 $2.9M
Reaves W H & Co. Inc. 0.05% No change 30,048 $2.8M
Systematic Alpha Investments, LLC 0.09% No change 30,000 $2.8M
Clarkston Capital Partners, LLC 0.06% No change 30,000 $2.8M
Geneos Wealth Management Inc. 0.07% Reduce -2.8% 29,812 $2.8M
Citizens National Bank Trust Department 0.50% Add +26.8% 29,671 $2.8M
Mufg Securities Americas Inc. 0.18% Add +21.8% 29,664 $2.8M
Vise Technologies, Inc. 0.10% Reduce -15.8% 29,635 $2.8M
Arete Wealth Advisors, LLC 0.18% Reduce -3.0% 29,631 $2.8M
Centaurus Financial, Inc. 0.13% Add +0.7% 29,471 $2.8M
Pullen Investment Management, LLC 1.51% Add +0.6% 29,387 $2.8M
Allen Capital Group, LLC 0.27% Reduce -0.3% 29,324 $2.8M
Koshinski Asset Management, Inc. 0.20% Add +34.8% 29,243 $2.8M
Tower Research Capital LLC (TRC) 0.08% Add +175.3% 29,219 $2.8M
Broadwater Capital Management LLC 2.02% Reduce -98.9% 29,154 $2.8M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -2.7% 28,998 $2.7M
Hilltop National Bank 0.68% Add +0.5% 28,987 $2.7M
Hayek Kallen Investment Management 0.87% Reduce -3.0% 28,964 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.77% Add +11.3% 28,793 $2.7M
Smartleaf Asset Management LLC 0.17% Add +22.8% 29,020 $2.7M
Jacobi Capital Management LLC 0.17% Add +0.4% 28,741 $2.7M
Plan Group Financial, LLC 0.73% Add +29.9% 28,633 $2.7M
OmniStar Financial Group, Inc. 1.64% Reduce -24.9% 28,571 $2.7M
Holderness Investments Co. 0.55% Reduce -4.6% 28,473 $2.7M
Chemung Canal Trust Co. 0.54% Reduce -0.6% 28,442 $2.7M
LBMC Investment Advisors, LLC 0.17% Reduce -3.0% 28,396 $2.7M
Rahlfs Capital, LLC 2.13% No change 28,370 $2.7M
Tidal Investments LLC 0.01% Add +6.0% 28,365 $2.7M
Meeder Advisory Services, Inc. 0.12% Add +13.9% 28,344 $2.7M
Tyche Wealth Partners LLC 0.47% Reduce -0.4% 28,003 $2.7M
GC Wealth Management RIA, LLC 0.09% Add +110.3% 27,947 $2.6M
GAMMA Investing LLC 0.15% Add +9.7% 27,946 $2.6M
Aurora Investment Counsel 1.38% Reduce -0.5% 27,867 $2.6M
Citizens Financial Group Inc. 0.04% Reduce -12.8% 27,848 $2.6M
Danske Bank A/S 0.01% Add +11.7% 27,763 $2.6M
Bison Wealth, LLC 0.24% Reduce -8.0% 28,089 $2.6M
Old North State Trust, LLC 1.59% Add +7.0% 27,569 $2.6M
Sargent Investment Group, LLC 0.37% Add +0.1% 27,440 $2.6M
Cordgrass Capital Advisors, LLC 0.64% Add +2.1% 27,400 $2.6M
Vectors Research Management, LLC 0.82% Add +2.4% 27,332 $2.6M
Jump Financial, LLC 0.03% Add +328.5% 27,200 $2.6M
GAM Holding AG 0.16% Reduce -0.5% 26,950 $2.6M
Quadrant Capital Group LLC 0.08% Add +17.1% 26,945 $2.6M
Cibc World Market Inc. 0.01% Reduce -78.5% 26,917 $2.6M
Mather Group, Llc. 0.03% Add +3.8% 26,792 $2.5M
Caldwell Trust Co 0.24% Add +10.9% 26,686 $2.5M
Allen Mooney & Barnes Investment Advisors LLC 0.39% Add +3.9% 26,643 $2.5M
Ranch Capital Advisors Inc. 0.98% Add +5.8% 26,591 $2.5M
Nepsis Inc. 0.80% Reduce -20.0% 26,539 $2.5M
Fiduciary Alliance LLC 0.17% Reduce -2.3% 26,396 $2.5M
Argyle Capital Management, LLC 0.86% No change 26,271 $2.5M
Capital Square, LLC 1.27% Add +2.5% 26,213 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +6.7% 26,073 $2.5M
Kavar Capital Partners Group, LLC 0.33% Add +0.4% 26,044 $2.5M
John G Ullman & Associates Inc. 0.33% Reduce -0.4% 25,980 $2.5M
Advanced Asset Management Advisors Inc 0.65% No change 25,805 $2.4M
Private Trust Co. NA 0.21% Add +0.1% 25,567 $2.4M
IHT Wealth Management, LLC 0.06% Add +0.2% 25,446 $2.4M
NorthRock Partners, LLC 0.04% Add +33.3% 25,423 $2.4M
Sterling Capital Management LLC 0.04% Add +0.7% 25,346 $2.4M
PFG Investments, LLC 0.12% Add +0.3% 25,333 $2.4M
CX Institutional 0.07% Add +201.7% 25,270 $2.4M
Interval Partners, LP 0.05% Add +62.1% 25,223 $2.4M
Brown Brothers Harriman & Co. 0.01% Add +2.9% 25,211 $2.4M
Harbour Investments, Inc. 0.05% Reduce -1.6% 25,106 $2.4M
Linden Thomas Advisory Services, LLC 0.24% Add +1.0% 25,102 $2.4M
Arax Advisory Partners 0.03% Add +612.4% 25,076 $2.4M
Farringdon Capital, Ltd. 0.60% New 25,054 $2.4M
American Assets Investment Management, LLC 0.17% No change 25,000 $2.4M
Ascent Wealth Partners, LLC 0.27% Reduce -1.5% 24,948 $2.4M
Stolper Co 0.72% Add +1.9% 24,941 $2.4M
Bessemer Group Inc. 0.00% Add +9.7% 24,723 $2.3M
Alberta Investment Management Corp 0.02% Reduce -60.1% 24,600 $2.3M
Hilltop Holdings Inc. 0.12% Add +13.6% 24,476 $2.3M
Eisler Capital Management Ltd. 0.05% Add +4896.8% 24,634 $2.3M
Atlantic Union Bankshares Corp 0.04% Add +2.3% 24,325 $2.3M
Harbour Trust & Investment Management Co 0.24% Reduce -8.6% 24,209 $2.3M
Greenleaf Trust 0.02% Add +4.4% 24,134 $2.3M
Americana Partners, LLC 0.07% Add +2.8% 24,124 $2.3M
Red Door Wealth Management, LLC 0.24% Add +28.7% 24,116 $2.3M
ZWJ Investment Counsel Inc. 0.08% Reduce -1.8% 24,000 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.27% Add +19.8% 23,909 $2.3M
D L Carlson Investment Group Inc. 0.38% Add +0.8% 23,850 $2.3M
Wedbush Securities Inc. 0.07% Add +6.2% 23,769 $2.3M
Alaethes Wealth, LLC 0.64% Add +12.8% 23,638 $2.2M
Retirement Planning Group, LLC 0.08% Add +355.5% 23,578 $2.2M
CreativeOne Wealth, LLC 0.05% Reduce -5.8% 23,565 $2.2M
Ashton Thomas Private Wealth, LLC 0.06% Add +41.0% 23,549 $2.2M
Zions Bancorporation, National Association 0.11% Reduce -45.4% 23,506 $2.2M
Lee Johnson Capital Management, LLC 0.74% New 23,449 $2.2M
Mechanics Bank Trust Department 0.31% Reduce -8.8% 23,417 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% No change 23,387 $2.2M
Trust Co. of Vermont 0.10% Reduce -1.9% 23,222 $2.2M
Inman Jager Wealth Management, LLC 1.40% Reduce -4.1% 23,189 $2.2M
Westpac Banking Corp. 0.14% Add +735.9% 23,155 $2.2M
S.E.E.D. Planning Group LLC 0.64% Reduce -2.7% 23,113 $2.2M
Southeast Asset Advisors, LLC 0.24% Reduce -0.1% 23,058 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +7.0% 23,220 $2.2M
First United Bank & Trust 0.71% Reduce -0.8% 23,034 $2.2M
Virtu Financial LLC 0.12% New 23,000 $2.2M
Principal Securities, Inc. 0.04% Add +5.2% 22,869 $2.2M
Siemens Fonds Invest GmbH 0.12% Reduce -2.7% 22,789 $2.2M
Ritholtz Wealth Management 0.04% Add +13.6% 22,764 $2.2M
Global Retirement Partners, LLC 0.05% Add +8.1% 22,754 $2.2M
Assetmark, Inc. 0.00% Add +4.0% 22,708 $2.2M
Essex LLC 0.39% Reduce -0.8% 22,598 $2.1M
Cornerstone Advisory, LLC 0.21% Add +325.6% 22,456 $2.1M
SummitTX Capital, L.P. 0.09% New 22,376 $2.1M
Columbus Macro, LLC 0.24% Add +0.6% 22,367 $2.1M
Wealthspire Advisors, LLC 0.01% Reduce -3.1% 22,234 $2.1M
CI Investments Inc. 0.01% Reduce -8.4% 22,061 $2.1M
Sowell Financial Services LLC 0.08% Reduce -0.9% 21,942 $2.1M
Klein Pavlis & Peasley Financial, Inc. 1.27% Reduce -14.6% 21,866 $2.1M
Silver Oak Securities, Incorporated 0.15% Add +38.5% 21,829 $2.1M
Fulton Bank, N.A. 0.07% Reduce -14.7% 21,810 $2.1M
Cohen Klingenstein LLC 0.06% No change 21,800 $2.1M
Ethos Financial Group, LLC 0.16% Add +5.5% 21,748 $2.1M
Armor Investment Advisors, LLC 0.65% Add +2.6% 21,518 $2.0M
Gladstone Institutional Advisory LLC 0.08% Add +0.5% 21,461 $2.0M
Ausdal Financial Partners, Inc. 0.10% Reduce -20.1% 21,449 $2.0M
HHM Wealth Advisors, LLC 0.24% Reduce -2.2% 21,449 $2.0M
Capital Investment Advisory Services, LLC 0.16% Add +0.9% 21,373 $2.0M
MSH Capital Advisors LLC 0.54% No change 21,336 $2.0M
Stock Yards Bank & Trust Co. 0.06% Add +3.0% 21,253 $2.0M
Compound Planning, Inc. 0.07% Reduce -57.9% 21,220 $2.0M
Regal Investment Advisors LLC 0.13% Add +6.2% 21,205 $2.0M
LVZ, Inc. 0.23% Add +10.8% 21,192 $2.0M
NBT Bank, N.A. 0.13% Reduce -7.1% 19,981 $2.0M
NTV Asset Management LLC 0.22% Reduce -0.0% 21,170 $2.0M
Modern Wealth Management, LLC 0.04% Add +0.2% 21,141 $2.0M
Nicholson Wealth Management Group, LLC 1.17% No change 21,122 $2.0M
Venture Visionary Partners LLC 0.07% Reduce -1.6% 21,110 $2.0M
Fidelis Capital Partners, LLC 0.16% Add +61.9% 21,060 $2.0M
MUFG Securities EMEA plc 0.05% Add +548.3% 21,056 $2.0M
RDA Financial Network 0.49% Reduce -1.7% 20,933 $2.0M
Patten & Patten Inc. 0.12% No change 20,881 $2.0M
LVW Advisors, LLC 0.20% Reduce -3.6% 20,872 $2.0M
Benedict Financial Advisors Inc. 0.43% Add +0.6% 20,831 $2.0M
Lineweaver Wealth Advisors, LLC 0.29% Add +3.4% 20,830 $2.0M
ABN AMRO Bank N.V. 0.02% New 20,965 $2.0M
Frank, Rimerman Advisors LLC 0.13% Add +3.5% 20,747 $2.0M
Canada Post Corp Registered Pension Plan 0.09% Add +20.1% 20,932 $2.0M
Constitution Capital LLC 0.91% Add +20.2% 20,555 $1.9M
Regent Peak Wealth Advisors LLC 0.39% — 20,504 $1.9M
SageView Advisory Group, LLC 0.07% Add +352.7% 20,504 $1.9M
Smith, Moore & Co. 0.15% Add +4.5% 20,395 $1.9M
Wedmont Private Capital 0.07% Add +4.5% 19,952 $1.9M
First City Capital Management, Inc. 1.04% Reduce -0.2% 20,297 $1.9M
Valeo Financial Advisors, LLC 0.04% Add +1.4% 20,280 $1.9M
Orange Investment Advisors, Inc. 0.20% No change 20,190 $1.9M
Accurate Wealth Management, LLC 0.25% Reduce -0.1% 19,177 $1.9M
Mystic Asset Management, Inc. 0.43% Reduce -0.4% 20,093 $1.9M
Parsons Capital Management Inc. 0.11% Reduce -1.5% 20,019 $1.9M
Bangor Savings Bank 0.16% Reduce -5.4% 20,000 $1.9M
Canal Insurance CO 0.40% No change 20,000 $1.9M
Ontario Teachers Pension Plan Board 0.05% Add +61.9% 19,937 $1.9M
M&G PLC 0.01% New 19,829 $1.9M
Composition Wealth, LLC 0.03% Add +29.8% 19,854 $1.9M
Adapt Wealth Advisors, LLC 0.69% Add +0.1% 19,685 $1.9M
TD Private Client Wealth LLC 0.04% Reduce -9.8% 19,611 $1.9M
World Investment Advisors 0.04% Add +10.4% 19,581 $1.9M
T. Rowe Price Investment Management, Inc. 0.00% Add +156.4% 19,552 $1.9M
Snowden Capital Advisors LLC 0.05% Add +8.4% 19,497 $1.8M
Mayfair Advisory Group, LLC 0.79% Add +0.1% 19,454 $1.8M
BIP Wealth, LLC 0.09% Add +75.6% 19,337 $1.8M
Brooks, Moore & Associates, Inc. 0.93% Add +1.1% 19,331 $1.8M
LMG Wealth Partners, LLC 0.34% Reduce -7.4% 19,317 $1.8M
Rollins Financial Advisors, LLC 0.28% Add +1.4% 19,313 $1.8M
ICW Investment Advisors LLC 0.66% Add +3.3% 19,182 $1.8M
Bahl & Gaynor LLC 0.01% Reduce -0.8% 19,168 $1.8M
Matrix Trust Co 0.28% New 19,127 $1.8M
Old Port Advisors 0.46% Reduce -16.7% 19,078 $1.8M
Weaver Capital Management LLC 0.39% Reduce -5.4% 19,009 $1.8M
Cohen Capital Management, Inc. 0.28% No change 19,000 $1.8M
Providence First Trust Co 0.62% Add +4.4% 18,946 $1.8M
Richard Bernstein Advisors LLC 0.05% Reduce -50.5% 18,757 $1.8M
Aviva PLC 0.00% No change 18,714 $1.8M
Compass Wealth Management, LLC 0.78% Add +0.2% 18,683 $1.8M
Bank of Hawaii 0.09% Reduce -3.7% 18,598 $1.8M
Lanark Financial, Inc. 0.14% Reduce -12.6% 18,583 $1.8M
CPC Advisors, LLC 0.19% Add +1.4% 18,507 $1.8M
Symphony Financial, Ltd. Co. 0.21% Reduce -2.0% 18,468 $1.7M
SWAN Capital LLC 0.71% Reduce -0.7% 18,387 $1.7M
Earnest Partners LLC 0.01% Reduce -1.4% 18,273 $1.7M
Tema ETFs LLC 0.14% New 18,233 $1.7M
Advisor OS, LLC 0.15% Add +1.5% 18,149 $1.7M
Peoples Financial Services Corp. 0.77% No change 18,102 $1.7M
Monte Financial Group, LLC 0.63% No change 18,065 $1.7M
Eagle Rock Investment Company, LLC 0.25% Reduce -1.9% 17,998 $1.7M
Brooklyn Investment Group 0.23% Reduce -1.5% 18,722 $1.7M
Primoris Wealth Advisors, LLC 1.08% Add +3.8% 17,944 $1.7M
Strategic Blueprint, LLC 0.07% Add +0.9% 17,827 $1.7M
Dearborn Partners LLC 0.08% Add +0.0% 17,767 $1.7M
SBI Securities Co., Ltd. 0.04% Reduce -1.5% 17,652 $1.7M
Vontobel Holding Ltd. 0.01% Add +95.4% 17,608 $1.7M
Ignite Planners, LLC 0.27% Reduce -2.7% 17,561 $1.7M
Verity Asset Management, Inc. 0.54% Add +96.5% 17,530 $1.7M
Huber Capital Management LLC 0.26% No change 17,500 $1.7M
Stamos Capital Partners, L.P. 0.31% Reduce -32.9% 17,459 $1.7M
Diversified Trust Co. 0.03% Add +2.1% 17,438 $1.7M
Jeppson Wealth Management, LLC 0.52% Reduce -0.7% 17,347 $1.6M
Agp Franklin, LLC 0.80% Add +3.6% 17,320 $1.6M
WJ Financial Advisors LLC 1.59% — 17,308 $1.6M
Wellington Shields & Co., LLC 0.43% Add +0.3% 17,288 $1.6M
RFP Financial Group LLC 0.67% Add +6.8% 18,293 $1.6M
Romano Brothers and Company 0.19% Reduce -0.6% 17,273 $1.6M
Gleason Group, Inc. 0.16% Add +0.8% 17,261 $1.6M
Inceptionr LLC 0.39% New 17,175 $1.6M
XML Financial, LLC 0.13% Add +3.4% 17,133 $1.6M
Focus Financial Network, Inc. 0.06% Add +4.0% 17,105 $1.6M
Pacific Wealth Strategies Group, Inc. 1.00% Reduce -2.3% 17,097 $1.6M
Smith Thornton Advisors LLC 0.85% Add +0.1% 17,006 $1.6M
NJ State Employees Deferred Compensation Plan 0.18% No change 17,000 $1.6M
Asset Advisors Investment Management, LLC 0.15% Reduce -0.6% 16,954 $1.6M
Axxcess Wealth Management, LLC 0.03% Reduce -7.3% 16,886 $1.6M
Bristlecone Advisors, LLC 0.13% Reduce -1.0% 16,845 $1.6M
CapWealth Advisors, LLC 0.14% Add +5.9% 16,733 $1.6M
Caprock Group, LLC 0.04% — 17,001 $1.6M
Driehaus Capital Management LLC 0.01% No change 16,552 $1.6M
GoalVest Advisory LLC 0.33% Add +5.5% 16,465 $1.6M
Capital International Sarl 0.03% New 16,465 $1.6M
Larson Financial Group LLC 0.05% Add +42.0% 16,461 $1.6M
Ipswich Investment Management Co., Inc. 0.36% Add +0.2% 16,437 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 16,400 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.46% Reduce -0.8% 16,369 $1.6M
Sumitomo Life Insurance Co. 0.05% Reduce -2.9% 16,335 $1.5M
EPG Wealth Management LLC 0.42% Add +2.2% 16,273 $1.5M
NovaPoint Capital, LLC 0.37% Add +10.6% 16,097 $1.5M
Country Club Bank 0.09% Add +15.1% 16,240 $1.5M
Burns J W & Co. Inc. 0.17% Reduce -4.9% 16,032 $1.5M
Altshuler Shaham Ltd 0.03% Add +42.2% 15,918 $1.5M
Johnson Financial Group, Inc. 0.06% Reduce -12.8% 15,894 $1.5M
Stokes Family Office, LLC 0.14% Add +1.4% 15,879 $1.5M
High Net Worth Advisory Group LLC 0.36% Add +1.1% 15,874 $1.5M
Sage Mountain Advisors LLC 0.09% Add +38.0% 15,830 $1.5M
Aprio Wealth Management, LLC 0.15% Add +13.5% 15,821 $1.5M
AssuredPartners Investment Advisors, LLC 0.33% Add +6.3% 15,811 $1.5M
R Squared Ltd 0.64% New 15,719 $1.5M
Silvercrest Asset Management Group LLC 0.01% No change 15,709 $1.5M
Highline Wealth Partners LLC 0.40% Add +0.7% 15,667 $1.5M
Bush Investment Group, LLC 0.88% Add +40.9% 15,621 $1.5M
Confluence Wealth Services, Inc. 0.07% Add +0.2% 15,610 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.50% Reduce -1.1% 15,429 $1.5M
Fca Corp. 0.41% Add +2.4% 15,393 $1.5M
Burke & Herbert Bank & Trust Co. 0.31% No change 15,350 $1.5M
Northstar Financial Companies, Inc. 1.35% Add +27.8% 15,347 $1.5M
Lebenthal Global Advisors, LLC 0.25% Add +4.2% 15,329 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +1.2% 15,281 $1.4M
DMC Group, LLC 1.00% Add +5.8% 15,233 $1.4M
Venturi Wealth Management, LLC 0.07% Add +0.7% 15,230 $1.4M
Stiles Financial Services Inc 0.46% Add +10.2% 15,225 $1.4M
Flputnam Investment Management Co. 0.02% Add +6.9% 15,050 $1.4M
Powers Advisory Group, LLC 0.57% Reduce -1.3% 15,049 $1.4M
Kenora Financial, LLC 0.48% Reduce -1.6% 15,034 $1.4M
Blackstone Inc. 0.01% New 15,005 $1.4M
FORA Capital, LLC 0.25% New 15,001 $1.4M
Glen Eagle Advisors, LLC 0.20% Add +3.2% 14,975 $1.4M
Valmark Advisers, Inc. 0.02% Add +2.6% 14,970 $1.4M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -11.4% 14,857 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Reduce -2.1% 14,848 $1.4M
Register Financial Advisors LLC 0.55% Add +0.1% 14,826 $1.4M
Brighton Jones LLC 0.03% Add +4.4% 14,780 $1.4M
GTS Securities LLC 0.05% Reduce -15.8% 14,768 $1.4M
Everstar Asset Management, LLC 0.79% Add +38.1% 14,728 $1.4M
Farmers National Bank 0.33% Reduce -0.8% 14,621 $1.4M
Parallel Advisors, LLC 0.03% Add +3.8% 14,620 $1.4M
Spreng Capital Management, Inc. 0.57% No change 14,617 $1.4M
Centennial Bank 0.54% Reduce -4.0% 14,491 $1.4M
Cadence Bank 0.08% Reduce -8.1% 14,394 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.29% Reduce -0.3% 14,338 $1.4M
Philadelphia Trust Co. 0.10% Reduce -0.8% 14,320 $1.4M
CWS Financial Advisors, LLC 0.38% Add +6.4% 14,273 $1.4M
Archford Capital Strategies, LLC 0.16% Reduce -1.9% 14,219 $1.3M
Personal Cfo Solutions, LLC 0.24% Add +2.2% 14,217 $1.3M
Detalus Advisors, LLC 0.35% Add +1.7% 14,176 $1.3M
Retirement Planning Co of New England, Inc. 0.54% Add +0.7% 14,172 $1.3M
Ti-Trust, Inc. 0.84% No change 14,160 $1.3M
Kiker Wealth Management, LLC 0.68% Add +0.1% 14,128 $1.3M
International Assets Investment Management, LLC 0.11% No change 14,493 $1.3M
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.2% 14,088 $1.3M
Eastern Bank 0.02% Add +84.6% 14,009 $1.3M
Axq Capital, LP 0.51% New 13,974 $1.3M
Adirondack Trust Co. 0.44% Reduce -1.3% 13,968 $1.3M
Sculati Wealth Management, LLC 0.47% No change 13,965 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -2.4% 13,937 $1.3M
SHUTTLEWORTH & Co 1.20% — 13,915 $1.3M
Berkeley Capital Partners, LLC 0.31% Reduce -0.2% 13,894 $1.3M
Baldwin Investment Management, LLC 0.15% Add +4.1% 13,878 $1.3M
AlphaQuest LLC 0.09% Add +285.4% 13,819 $1.3M
Delta Asset Management LLC 0.11% Reduce -0.8% 13,762 $1.3M
Busey Bank 0.04% Add +10.2% 13,746 $1.3M
Western Wealth Management, LLC 0.07% Add +10.9% 13,725 $1.3M
Empire Financial Management Company, LLC 0.30% No change 13,667 $1.3M
Bank & Trust Co 0.96% Reduce -0.3% 13,662 $1.3M
ForthRight Wealth Management, LLC 0.37% Reduce -0.1% 13,600 $1.3M
Blue Fin Capital, Inc. 0.20% Reduce -0.1% 13,569 $1.3M
GMO 0.00% Add +2.3% 13,534 $1.3M
Mission Wealth Management, LP 0.03% Add +0.7% 13,524 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -54.5% 13,512 $1.3M
Mitchell Sinkler & Starr 0.58% No change 13,498 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -2.8% 13,495 $1.3M
Farmers & Merchants Investments Inc. 0.04% Add +0.0% 13,491 $1.3M
Diversify Advisory Services, LLC 0.04% Reduce -0.1% 13,642 $1.3M
Chatham Capital Group, Inc. 0.18% Reduce -6.8% 13,319 $1.3M
SPC Financial, Inc. 0.10% Add +3.6% 13,258 $1.3M
Banco Santander, S.A. 0.01% Add +21.1% 13,221 $1.3M
Advyzon Investment Management, LLC 0.21% Reduce -56.6% 13,214 $1.3M
OneAscent Financial Services LLC 0.08% Add +1.6% 13,187 $1.2M
Firethorn Wealth Partners, LLC 0.49% Add +7.2% 13,183 $1.2M
Sheets Smith Wealth Management 0.14% Reduce -0.8% 13,165 $1.2M
Cannon Financial Strategists, Inc. 0.18% Reduce -7.2% 13,161 $1.2M
CFS Investment Advisory Services, LLC 0.09% Add +4.6% 12,860 $1.2M
Financial Security Advisor, Inc. 0.26% Add +0.2% 12,959 $1.2M
Ascent Group, LLC 0.04% Add +24.4% 12,877 $1.2M
Asset Planning,Inc 0.88% Add +0.0% 12,861 $1.2M
Entropy Technologies, LP 0.09% New 12,845 $1.2M
Gateway Wealth Partners, LLC 0.16% Add +153.3% 12,818 $1.2M
Widmann Financial Services, Inc. 0.76% Reduce -0.6% 12,798 $1.2M
Andra AP-fonden 0.02% No change 12,779 $1.2M
Rowlandmiller & Partners.adv 0.24% Add +1.4% 12,734 $1.2M
West Family Investments, Inc. 0.27% Add +2.2% 12,709 $1.2M
M Holdings Securities, Inc. 0.25% New 12,702 $1.2M
Prosperity Consulting Group, LLC 0.06% Reduce -3.3% 12,681 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -2.0% 12,671 $1.2M
Fiduciary Trust Co 0.01% Add +33.9% 12,618 $1.2M
Twin Capital Management Inc. 0.15% Reduce -25.6% 12,616 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +0.9% 12,534 $1.2M
SRH Advisors, LLC 0.35% No change 12,525 $1.2M
Bard Financial Services, Inc. 0.13% No change 12,520 $1.2M
WCG Wealth Advisors LLC 0.07% Add +4.4% 12,515 $1.2M
Integrated Advisors Network LLC 0.05% Add +2.4% 12,512 $1.2M
Marino, Stram & Associates LLC 0.21% Add +0.0% 12,420 $1.2M
Edge Financial Advisors LLC 0.53% Add +11.4% 12,418 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -1.6% 12,370 $1.2M
Checchi Capital Advisers, LLC 0.08% Reduce -6.7% 12,364 $1.2M
Keystone Financial Group 0.09% Reduce -2.1% 12,357 $1.2M
VestGen Advisors, LLC 0.04% Add +175.6% 12,326 $1.2M
Integrity Alliance, Llc. 0.06% Add +138.0% 12,324 $1.2M
IFP Advisors, Inc 0.03% Add +1.0% 12,324 $1.2M
Twinbeech Capital LP 0.05% New 12,308 $1.2M
Trust Point Inc. 0.09% Add +15.6% 12,301 $1.2M
Essex Bank 0.26% No change 12,293 $1.2M
Smith Chas P & Associates Pa Cpas 0.10% Reduce -55.1% 12,192 $1.2M
Meketa Investment Group Inc. 3.79% Reduce -18.9% 12,179 $1.2M
First County Bank 0.59% Reduce -4.8% 12,155 $1.2M
Jaffetilchin Investment Partners, LLC 0.07% Reduce -1.0% 12,138 $1.2M
SVB Wealth LLC 0.06% Add +5.7% 12,129 $1.1M
Spire Wealth Management 0.04% Reduce -3.0% 12,101 $1.1M
Tower Bridge Advisors 0.12% Add +2.5% 12,044 $1.1M
Aft, Forsyth & Company, Inc. 0.54% No change 11,998 $1.1M
HM Payson & Co. 0.02% Add +20.9% 11,977 $1.1M
Meiji Yasuda Life Insurance Co 0.03% Reduce -8.3% 11,942 $1.1M
Allegheny Financial Group 0.21% Reduce -0.1% 11,859 $1.1M
United Bank 0.13% Reduce -10.3% 11,801 $1.1M
BlueChip Wealth Advisors LLC 0.48% Add +1.1% 11,750 $1.1M
Kovack Advisors, Inc. 0.10% Reduce -16.0% 11,734 $1.1M
Applied Finance Capital Management, LLC 0.08% Reduce -8.1% 11,673 $1.1M
Stableford Capital II LLC 0.40% Add +0.3% 11,629 $1.1M
Hills Bank & Trust Co 0.06% No change 11,579 $1.1M
Caisse de depot et placement du Quebec 0.00% Add +0.6% 11,577 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -2.5% 11,563 $1.1M
Apella Capital, LLC 0.02% Reduce -0.3% 11,121 $1.1M
Texas Bank & Trust Co 0.41% Add +10.0% 11,550 $1.1M
Magnolia Capital Advisors LLC 0.29% Reduce -0.0% 11,525 $1.1M
HBW Advisory Services LLC 0.12% Add +2.2% 11,447 $1.1M
Columbia Asset Management 0.20% Add +0.0% 11,447 $1.1M
KPP Advisory Services LLC 0.16% Add +0.5% 11,443 $1.1M
Nwam LLC 0.06% Reduce -4.0% 11,116 $1.1M
Norris Perne & French LLP 0.08% Add +0.2% 11,434 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Add +6.5% 11,434 $1.1M
Burney Co./ 0.03% Reduce -0.0% 11,431 $1.1M
Tradewinds, LLC. 0.26% New 11,407 $1.1M
RS Crum Inc. 0.24% Add +0.0% 11,387 $1.1M
Sustainable Insight Capital Management, LLC 0.34% New 11,382 $1.1M
Raleigh Capital Management Inc. 0.41% Reduce -21.5% 11,351 $1.1M
SeaCrest Wealth Management, LLC 0.11% Reduce -6.9% 11,183 $1.1M
Belpointe Asset Management LLC 0.04% Add +36.2% 11,341 $1.1M
Leisure Capital Management 0.37% Reduce -0.7% 11,333 $1.1M
Cobblestone Capital Advisors LLC 0.05% Reduce -0.1% 11,284 $1.1M
1620 Investment Advisors, Inc. 0.73% Reduce -0.8% 11,252 $1.1M
CoreCap Advisors, LLC 0.04% Add +13.4% 11,210 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -40.3% 11,169 $1.1M
Ossiam 0.01% Add +882.9% 11,146 $1.1M
Moneco Advisors, LLC 0.09% Add +18.0% 11,103 $1.1M
Patton Albertson Miller Group, LLC 0.13% Reduce -5.2% 11,082 $1.1M
Ami Asset Management Corp. 0.06% Reduce -1.0% 11,065 $1.0M
Occudo Quantitative Strategies LP 0.13% New 10,985 $1.0M
Second Line Capital, LLC 0.22% Add +0.0% 10,977 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.29% Add +0.1% 10,951 $1.0M
Kuhn & Co Investment Counsel 0.82% Reduce -0.3% 10,939 $1.0M
Triad Wealth Partners, LLC 0.13% Add +10.2% 10,909 $1.0M
Silverlake Wealth Management LLC 0.25% Add +0.1% 10,882 $1.0M
EntryPoint Capital, LLC 0.40% New 10,866 $1.0M
Syon Capital LLC 0.06% Add +27.4% 10,855 $1.0M
Journey Strategic Wealth LLC 0.03% Add +2.4% 10,820 $1.0M
Resources Management Corp. /CT/ 0.13% Reduce -2.5% 10,790 $1.0M
Commerzbank Aktiengesellschaft 0.02% No change 10,766 $1.0M
AlphaCore Capital LLC 0.03% Add +36.5% 10,739 $1.0M
Two Sigma Securities, LLC 0.15% New 10,733 $1.0M
Cigna Investments Inc. 0.14% Reduce -0.9% 10,649 $1.0M
Montecito Bank & Trust 0.16% — 10,622 $1.0M
AdvisorNet Financial, Inc 0.06% Add +2.2% 10,619 $1.0M
Ancora Advisors LLC 0.02% Add +9.1% 10,591 $1.0M
Chesley Taft & Associates LLC 0.04% Add +0.1% 10,563 $1.0M
Balboa Wealth Partners 0.17% Reduce -2.2% 10,527 $998K
Rogco, LP 0.35% Reduce -3.0% 10,507 $996K
Aaron Wealth Advisors LLC 0.06% Add +69.0% 10,476 $993K
Members Trust Co 0.03% Reduce -0.1% 10,380 $984K
Bedell Frazier Investment Counselling, LLC 0.20% No change 10,375 $983K
NorthCrest Asset Manangement, LLC 0.02% Add +11.7% 10,161 $980K
Magnetar Financial LLC 0.01% New 10,327 $979K
Pine Valley Investments Ltd Liability Co 0.05% Add +2.6% 10,323 $978K
Field & Main Bank 0.29% No change 10,300 $976K
Bryn Mawr Trust Advisors, LLC 0.05% Add +0.8% 10,295 $976K
Clarendon Private LLC 0.88% Reduce -5.1% 10,294 $976K
Haverford Trust Co 0.01% Add +1.9% 10,294 $976K
Acorn Wealth Advisors, LLC 0.31% Add +0.7% 10,272 $974K
Claro Advisors Inc. 0.14% Reduce -6.8% 10,253 $972K
Bradley Foster & Sargent Inc. 0.01% Add +1.4% 10,248 $971K
Sunburst Financial Group, LLC 0.20% Add +0.0% 10,225 $969K
HUB Investment Partners, LLC 0.04% Reduce -11.5% 10,196 $966K
Rehmann Capital Advisory Group 0.05% Reduce -2.9% 10,188 $966K
Ables, Iannone, Moore & Associates, Inc. 0.55% Reduce -5.2% 10,167 $964K
Investment Partners Asset Management, Inc. 0.63% Add +0.0% 10,142 $961K
Modera Wealth Management, LLC 0.01% Reduce -3.5% 10,107 $958K
Kingsman Wealth Management, Inc. 0.53% Add +0.0% 10,094 $957K
Mendel Money Management 0.40% Reduce -0.1% 10,084 $956K
United Advisor Group, LLC 0.13% Add +135.2% 10,056 $953K
Marco Investment Management LLC 0.07% Reduce -2.2% 10,007 $948K
Fourpath Capital Management, LLC 0.13% Reduce -8.3% 9,979 $946K
Richards, Merrill & Peterson, Inc. 0.41% Add +2.4% 9,958 $944K
Roundview Capital LLC 0.06% Reduce -0.9% 9,921 $940K
Home Federal Bank of Tennessee 0.25% No change 9,890 $937K
Excalibur Management Corp. 0.34% Reduce -0.3% 9,800 $929K
Journey Advisory Group, LLC 0.07% No change 9,798 $929K
Means Investment Co., Inc. 0.08% Reduce -1.3% 9,752 $924K
Evercore Wealth Management, LLC 0.01% Reduce -9.5% 9,743 $923K
William Allan Corp 0.52% Add +1.7% 9,723 $921K
Trustco Bank Corp. N Y 0.83% Reduce -1.0% 9,722 $921K
Howard Capital Management Group, LLC 0.06% Add +11.5% 9,698 $919K
Plimoth Trust Co. LLC 0.21% Reduce -2.7% 9,687 $918K
Shepherd Financial Partners LLC 0.09% No change 9,675 $917K
Norden Group LLC 0.09% Add +7.6% 9,639 $914K
SCP Investment, LP 0.73% Reduce -17.2% 9,600 $910K
Xcel Wealth Management, LLC 0.24% Add +3.8% 9,593 $909K
St. Johns Investment Management Company, LLC 0.39% Add +8.1% 9,582 $908K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.3% 9,553 $905K
LaFleur & Godfrey LLC 0.11% Add +0.1% 9,540 $904K
Cookson Peirce & Co. Inc. 0.04% No change 9,528 $903K
Secure Asset Management, LLC 0.15% Reduce -0.5% 9,515 $902K
Alps Advisors Inc. 0.01% Add +6.5% 9,486 $899K
Trueblood Wealth Management, LLC 0.35% Add +0.1% 9,422 $893K
Eagle Strategies LLC 0.12% Add +0.0% 9,412 $892K
Monetary Management Group Inc. 0.20% Reduce -2.1% 9,407 $892K
Wagner Wealth Management, LLC 0.21% Reduce -1.2% 9,366 $888K
St Germain D J Co. Inc. 0.04% Reduce -2.2% 9,365 $888K
Chicago Partners Investment Group LLC 0.02% Add +2.9% 9,431 $886K
Affinity Wealth Management LLC 0.13% Reduce -0.4% 9,303 $882K
Golden State Wealth Management, LLC 0.10% Reduce -1.6% 9,296 $881K
Salem Investment Counselors Inc. 0.03% Add +3.2% 9,284 $880K
Savvy Advisors, Inc. 0.04% Add +35.7% 9,281 $880K
Davis Capital Management 0.61% — 9,261 $878K
NewEdge Wealth, LLC 0.01% Reduce -30.8% 9,546 $873K
Woodward Diversified Capital, LLC 0.41% Reduce -7.3% 9,201 $872K
Mainsail Asset Management, LLC 0.38% Add +0.1% 9,191 $871K
Aberdeen Wealth Management LLC 0.55% Add +0.0% 9,180 $870K
Turtle Creek Wealth Advisors, LLC 0.08% Add +25.8% 9,171 $869K
Exencial Wealth Advisors, LLC 0.03% Reduce -35.5% 9,150 $867K
Blue Capital, Inc. 0.64% New 9,142 $866K
Lazard Asset Management LLC 0.00% Add +0.2% 9,069 $859K
Wells Trecaso Financial Group, LLC 0.41% No change 9,055 $858K
RIA Advisory Group LLC 0.22% Reduce -2.3% 9,021 $855K
Simplicity Wealth,LLC 0.05% Reduce -39.5% 9,018 $855K
Breakwater Capital Group 0.13% Add +0.0% 8,959 $849K
Community Bank of Raymore 0.59% No change 8,950 $848K
Balentine LLC 0.03% Add +1.1% 8,941 $847K
Mechanics Financial Corp 0.32% No change 8,913 $845K
Legacy Wealth Asset Management, LLC 0.21% Reduce -9.3% 8,906 $844K
Insight Inv LLC 0.49% No change 8,845 $838K
Cherokee Insurance Co 0.36% Reduce -20.0% 8,800 $834K
Wulff, Hansen & Co. 0.72% No change 8,798 $834K
Krilogy Financial LLC 0.03% New 9,116 $833K
HBK Sorce Advisory LLC 0.02% Add +15.2% 8,324 $830K
Kennedy Investment Group, Inc. 0.33% Add +0.3% 8,747 $829K
Vista Capital Partners, Inc. 0.08% Add +0.2% 8,724 $827K
Avestar Capital, LLC 0.06% Reduce -10.2% 8,718 $826K
Ballentine Partners, LLC 0.01% Add +18.7% 8,712 $826K
Certified Advisory Corp 0.08% Add +0.2% 8,707 $825K
Moneta Group Investment Advisors LLC 0.01% Add +14.5% 8,689 $823K
Shulman DeMeo Asset Management LLC 0.19% Add +1.5% 8,683 $823K
McGlone Suttner Wealth Management, Inc. 0.11% Reduce -12.0% 8,618 $817K
Spirit of America Management Corp. 0.16% Add +28.4% 8,600 $815K
Gables Capital Management Inc. 0.35% Add +0.6% 8,592 $814K
Smith Salley Wealth Management 0.04% Add +2.7% 8,568 $812K
Howard Capital Management, LLC 0.01% Reduce -1.9% 8,561 $811K
Beaumont Financial Advisors, LLC 0.05% Reduce -10.7% 8,518 $807K
Benin Management CORP 0.19% No change 8,483 $804K
Court Place Advisors, LLC 0.24% Reduce -3.4% 8,477 $803K
Intrust Bank NA 0.07% Reduce -4.1% 8,466 $802K
Garner Asset Management Corp 0.32% Add +13.4% 8,458 $802K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.0% 8,438 $800K
Pinion Investment Advisors, LLC 0.22% Add +7.3% 8,335 $799K
Valley Brook Capital Group, Inc. 0.54% Add +0.0% 8,411 $797K
Grove Bank & Trust 0.09% No change 8,402 $796K
Evergreen Capital Management LLC 0.02% Add +12.4% 8,401 $796K
JT Stratford LLC 0.11% Reduce -4.2% 8,396 $796K
North Star Investment Management Corp. 0.05% Add +0.1% 8,372 $793K
Gilbert & Cook, Inc. 0.10% Reduce -21.9% 8,371 $793K
Fullerton Fund Management Co Ltd. 0.03% Add +6.6% 8,369 $793K
Aviance Capital Partners, LLC 0.09% Add +1.2% 8,367 $793K
Rodgers Brothers Inc. 0.10% No change 8,343 $791K
West Bancorporation Inc. 0.44% Reduce -40.0% 8,285 $785K
Ascentis Independent Advisors 0.13% Add +4.0% 8,269 $784K
Cresset Asset Management, LLC 0.00% Add +12.0% 8,257 $782K
Park National Corp. 0.02% Reduce -0.6% 8,242 $781K
Linscomb Wealth, Inc. 0.03% Reduce -1.0% 8,228 $780K
Lakeshore Financial Planning, Inc. 0.29% Add +0.7% 8,224 $779K
Successful Portfolios LLC 0.45% Reduce -1.1% 8,219 $779K
World Equity Group, Inc. 0.18% Add +103.6% 8,204 $778K
White Lighthouse Investment Management Inc. 0.12% No change 8,205 $778K
Grey Ledge Advisors, LLC 0.18% Reduce -25.2% 8,190 $776K
Autumn Glory Partners, LLC 0.32% No change 8,185 $776K
Severin Investments, LLC 0.68% Reduce -21.3% 8,123 $770K
Procyon Advisors, LLC 0.05% Reduce -8.7% 8,123 $770K
Private Capital Management, LLC 0.07% No change 8,122 $770K
Cerro Pacific Wealth Advisors LLC 0.21% Reduce -14.7% 8,079 $766K
First National Corp. /Ma/ 0.14% Reduce -7.3% 8,069 $765K
Infrastructure Capital Advisors, LLC 0.14% Reduce -30.0% 8,134 $765K
Chesapeake Wealth Management 0.23% Add +3.4% 8,066 $764K
one8zero8, LLC 0.17% Reduce -7.4% 8,064 $764K
Capital Advisors Wealth Management, LLC 0.11% Add +66.3% 8,039 $762K
Geometric Wealth Advisors 0.10% No change 8,027 $761K
Citizens Business Bank 0.13% Add +30.4% 8,011 $759K
2UniFi Bank 0.38% Add +12.8% 8,011 $759K
Archer Investment Corp 0.17% No change 8,007 $759K
Blalock Williams, LLC 0.66% Add +1.1% 7,995 $758K
Tradition Wealth Management, LLC 0.06% Add +5.2% 7,991 $757K
Roberts Glore & Co. Inc. 0.21% Reduce -1.9% 7,977 $756K
YHB Investment Advisors, Inc. 0.06% Reduce -15.8% 7,974 $756K
Sard Wealth Management Group, LLC 0.43% Add +3.4% 7,955 $754K
Clear Creek Financial Management, LLC 0.07% Reduce -11.7% 7,947 $753K
Wealth Dimensions Group, Ltd. 0.15% No change 7,935 $752K
Sonora Investment Management Group, LLC 0.05% Reduce -0.7% 7,894 $748K
Visionary Horizons, LLC 0.42% Reduce -6.8% 7,886 $747K
WFA of San Diego, LLC 0.51% No change 7,860 $745K
ProVise Management Group, LLC 0.05% Add +2.6% 7,858 $745K
Summitry LLC 0.03% Add +27.5% 7,857 $745K
SageOak Financial, LLC 0.55% No change 7,844 $743K
Cyndeo Wealth Partners, LLC 0.04% Add +20.4% 7,844 $743K
Gsa Capital Partners LLP 0.06% New 7,839 $743K
Allred Capital Management, LLC 0.26% Reduce -0.3% 7,836 $743K
McLean Asset Management Corp 0.15% Reduce -0.2% 7,776 $743K
Viawealth, LLC 0.40% Add +0.6% 7,821 $741K
Three Magnolias Financial Advisors, LLC 0.46% No change 7,815 $741K
Goldstone Financial Group, LLC 0.09% Add +9.2% 7,805 $740K
Mosaic Family Wealth Partners, LLC 0.09% Add +23.5% 7,858 $738K
Faithward Advisors, LLC 0.11% Add +0.5% 7,784 $738K
Franklin Street Advisors Inc. 0.04% Add +10.6% 7,783 $738K
Wealth Alliance, LLC 0.08% Reduce -12.4% 7,737 $733K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.7% 7,732 $733K
Childress Capital Advisors, LLC 0.13% Add +18.8% 7,680 $728K
Element Wealth, LLC 0.32% Add +5.8% 7,669 $727K
Yeomans Consulting Group, Inc. 0.25% Reduce -12.5% 7,659 $726K
Tritonpoint Wealth, LLC 0.06% Add +2.0% 7,628 $723K
Dogwood Wealth Management LLC 0.33% Reduce -0.3% 7,575 $718K
Qtron Investments LLC 0.09% Reduce -66.6% 7,531 $714K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.7% 7,528 $713K
Northstar Advisory Group, LLC 0.29% Reduce -0.7% 7,522 $713K
Skyline Advisors, Inc. 0.25% No change 7,507 $711K
WASHINGTON TRUST Co 0.02% Reduce -0.7% 7,505 $711K
Banque Cantonale Vaudoise 0.03% Reduce -18.1% 7,491 $710K
Aventura Private Wealth, LLC 0.26% Reduce -7.3% 7,477 $709K
TFR Capital, LLC. 0.24% Reduce -0.6% 7,468 $708K
Baker Avenue Asset Management, LP 0.02% Add +0.4% 7,466 $708K
Values First Advisors, Inc. 0.38% Add +0.5% 7,460 $707K
Cullen/Frost Bankers, Inc. 0.01% Add +0.7% 7,443 $705K
M.E. Allison & Co., Inc. 0.49% Reduce -1.8% 7,441 $705K
Atlas Wealth Partners, LLC 0.72% Add +4.1% 7,422 $703K
Beaumont Asset Management, L.L.C. 0.35% Add +1.7% 7,409 $702K
Beacon Financial Group 0.07% No change 7,373 $699K
Flagship Harbor Advisors, LLC 0.03% Add +7.7% 7,367 $698K
WMG Financial Advisors, LLC 0.23% Reduce -0.7% 7,335 $695K
Beacon Investment Advisors LLC 0.28% Add +0.3% 7,312 $693K
Destination Wealth Management 0.02% Add +2.1% 7,308 $693K
Wilkins Miller Wealth Management, LLC 0.43% Reduce -0.3% 7,301 $692K
Park Place Capital Corp 0.15% Add +56.2% 7,297 $692K
Abel Hall, LLC 0.28% Reduce -0.3% 7,294 $691K
Clearstead Trust, LLC 0.12% Reduce -1.3% 7,294 $691K
Baker Boyer National Bank 0.23% Reduce -4.3% 7,257 $688K
Nicholas Wealth, LLC. 0.50% Add +0.5% 7,245 $687K
Investors Research Corp 0.13% Add +28.6% 7,230 $685K
First Business Financial Services, Inc. 0.06% Add +2.5% 7,225 $685K
W Advisors, LLC 0.36% Reduce -9.9% 7,214 $684K
Rather & Kittrell, Inc. 0.12% New 7,181 $680K
Country Trust Bank 0.01% Add +0.8% 7,178 $680K
City State Bank 0.20% No change 7,167 $679K
Baldwin Wealth Partners LLC 0.04% No change 7,166 $679K
Berger Financial Group, Inc 0.04% No change 7,141 $677K
American National Bank & Trust 0.07% Add +7.2% 7,129 $676K
Lathrop Investment Management Co. 0.12% No change 7,126 $675K
Abound Wealth Management 0.17% Add +0.5% 7,118 $675K
Richwood Investment Advisors, LLC 0.53% No change 7,108 $674K
Peninsula Asset Management Inc. 0.34% No change 7,090 $672K
FourThought Financial Partners, LLC 0.06% Reduce -3.4% 7,090 $672K
Sentry LLC 0.17% Add +0.1% 7,089 $672K
Davidson Trust Co. 0.28% Add +5.9% 7,053 $668K
Greenup Street Wealth Management LLC 0.10% Add +0.4% 7,039 $667K
Cooper Financial Group 0.07% Add +42.0% 7,032 $666K
Financial Enhancement Group LLC 0.09% Add +0.0% 6,928 $666K
David J Yvars Group 0.36% Reduce -3.1% 7,015 $665K
Summit Asset Management, LLC 0.10% Add +0.2% 7,010 $664K
Arkos Global Advisors 0.08% Add +54.1% 7,006 $664K
Conning Inc. 0.02% No change 6,974 $661K
Capstone Wealth Management, LLC 0.51% Add +14.9% 6,940 $658K
Chicago Capital, LLC 0.02% Reduce -1.4% 6,891 $653K
Mraz, Amerine & Associates, Inc. 0.10% No change 6,890 $653K
Wealth Alliance Advisory Group, LLC 0.12% No change 6,884 $652K
Advisory Alpha, LLC 0.02% Add +80.4% 6,929 $651K
Howe & Rusling Inc. 0.04% Add +8.4% 6,863 $650K
Novare Capital Management LLC 0.05% Reduce -30.3% 6,830 $647K
MBL Wealth, LLC 0.06% Add +26.9% 6,821 $646K
Van Hulzen Asset Management, LLC 0.05% Reduce -0.6% 6,811 $645K
Client 1ST Advisory Group, LLC 0.21% No change 6,803 $645K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -9.0% 6,795 $644K
Stokes Capital Advisors, LLC 0.15% No change 6,794 $644K
Koss-Olinger Consulting, LLC 0.05% No change 6,929 $636K
Finward Bancorp 0.48% Reduce -2.5% 6,686 $634K
Builder Investment Group Inc. 0.14% No change 6,662 $631K
Brown Miller Wealth Management, LLC 0.18% Reduce -3.0% 6,659 $631K
SevenBridge Financial Group, LLC 0.10% Reduce -22.0% 6,852 $630K
Alpha Cubed Investments, LLC 0.02% Reduce -7.1% 6,640 $629K
Cidel Asset Management Inc. 0.04% No change 6,638 $629K
LGT Fund Management Co Ltd. 0.05% Reduce -7.9% 6,625 $628K
Capital Group Private Client Services, Inc. 0.01% Reduce -80.8% 6,615 $627K
Brady Family Wealth, LLC 0.19% No change 6,580 $624K
BankPlus Trust Department 0.17% Add +9.5% 6,580 $624K
CVFG LLC 0.45% No change 6,550 $621K
Welch & Forbes LLC 0.01% Add +8.0% 6,546 $620K
Retirement Guys Formula LLC 0.22% New 6,539 $620K
Beta Wealth Group, Inc. 0.24% Reduce -0.1% 6,521 $618K
Cranbrook Wealth Management, LLC 0.12% Add +7.8% 6,509 $617K
Colonial Trust Advisors 0.05% Add +18.6% 6,484 $614K
Congress Asset Management Co. 0.00% Reduce -0.8% 6,482 $614K
Thrive Wealth Management, LLC 0.09% Add +0.4% 6,479 $614K
TCV Trust & Wealth Management, Inc. 0.05% Add +3.2% 6,468 $613K
First Command Advisory Services, Inc. 0.00% Reduce -12.0% 6,465 $613K
River Wealth Advisors LLC 0.07% Add +0.0% 6,456 $612K
Marble Harbor Investment Counsel, LLC 0.06% No change 6,397 $606K
FineMark National Bank & Trust 0.02% Add +47.0% 6,388 $605K
Cordatus Wealth Management LLC 0.14% Add +0.2% 6,387 $605K
Jackson Thornton Wealth Management, LLC 0.06% Reduce -55.1% 6,275 $604K
Pure Financial Advisors, LLC 0.01% Add +20.1% 6,357 $602K
Thoroughbred Financial Services, LLC 0.04% Add +0.1% 6,355 $602K
Strategies Wealth Advisors, LLC 0.06% Add +0.0% 6,339 $601K
Mindset Wealth Management, LLC 0.16% Add +0.0% 6,327 $600K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -2.3% 6,320 $599K
Broyhill Asset Management, LLC 0.52% No change 6,317 $599K
Panagora Asset Management Inc. 0.00% Reduce -70.2% 6,288 $596K
Legacy Financial Strategies, LLC 0.11% Add +4.9% 6,267 $594K
3Chopt Investment Partners, LLC 0.14% No change 6,261 $593K
Searle & Co. 0.16% Reduce -13.7% 6,258 $593K
Mirador Capital Partners LP 0.08% Reduce -1.4% 6,233 $591K
Heritage Wealth Advisors 0.03% No change 6,229 $590K
PFW Advisors LLC 0.17% Add +0.0% 6,201 $588K
United Capital Management of KS, Inc. 0.08% Add +1.0% 6,191 $587K
BCR Wealth Strategies, LLC 0.21% Reduce -1.6% 6,190 $586K
Concentric Capital Strategies, LP 0.03% New 6,179 $586K
Sfmg, LLC 0.04% Reduce -2.1% 6,174 $585K
CHICAGO TRUST Co NA 0.08% Reduce -42.5% 6,166 $584K
Worth Financial Advisory Group, LLC 0.33% Add +2.6% 6,154 $583K
Fortress Private Ledger, LLC 0.21% Reduce -0.1% 6,149 $583K
PDS Planning, Inc 0.04% Add +1.8% 6,145 $582K
Uptick Partners, LLC 0.15% Add +23.0% 6,134 $581K
Novak & Powell Financial Services, Inc. 0.31% Reduce -1.6% 6,125 $580K
Investment Planning Advisors, Inc. 0.18% Add +22.1% 6,120 $580K
Syverson Strege & Co 0.14% Reduce -5.2% 6,083 $576K
Certuity, LLC 0.04% Add +28.9% 6,081 $576K
Midland Wealth Advisors, LLC 0.03% Reduce -10.0% 6,073 $576K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Add +2.7% 6,063 $575K
Paragon Private Wealth Management, LLC 0.19% Add +39.7% 6,063 $575K
Trinity Financial Advisors LLC 0.17% Add +0.3% 6,051 $573K
Ballew Advisors, Inc 0.32% Add +0.1% 5,741 $572K
Integras Partners LLC 0.46% No change 6,025 $571K
First Dallas Securities Inc. 0.21% Reduce -14.3% 6,020 $571K
Keebeck Wealth Management 0.07% Add +2.2% 5,988 $567K
Red Wave Investments LLC 0.17% Reduce -0.4% 5,981 $567K
Astoria Portfolio Advisors LLC. 0.15% Reduce -6.3% 5,871 $565K
Verus Financial Partners, Inc. 0.05% No change 5,950 $564K
Apexium Financial, LP 0.03% Reduce -0.2% 5,947 $564K
Diligent Investors, LLC 0.14% Add +1.2% 5,929 $562K
Reliant Investment Partners, LLC 0.44% Reduce -1.6% 5,943 $562K
Wiser Wealth Management, Inc 0.13% Add +0.4% 5,897 $559K
Schulhoff & Co. Inc. 0.24% No change 5,875 $557K
OMC Financial Services LTD 0.21% No change 5,867 $556K
Orion Investment Co 0.18% Reduce -2.8% 5,845 $554K
Formidable Asset Management, LLC 0.09% Reduce -14.2% 6,029 $554K
Nilsine Partners, LLC 0.05% Reduce -4.3% 5,841 $554K
Cross Staff Investments Inc 0.39% No change 5,835 $553K
TruWealth Advisors, LLC 0.03% Add +8.6% 5,833 $553K
Optimum Investment Advisors 0.22% No change 5,833 $553K
Armstrong Advisory Group, Inc. 0.04% Add +0.1% 5,775 $547K
Legacy Financial Advisors, Inc. 0.08% Add +1.6% 5,756 $546K
Outfitters Financial LLC 0.44% Add +20.4% 5,755 $545K
Bayforest Capital Ltd 0.26% New 5,749 $545K
Arrow Financial Corp 0.06% Add +18.4% 5,742 $544K
O'ROURKE & COMPANY, Inc 0.23% Reduce -1.0% 5,728 $543K
Patten Group, Inc. 0.11% Add +12.5% 5,702 $540K
Maridea Wealth Management LLC 0.08% Reduce -66.4% 5,529 $540K
Bath Savings Trust Co 0.05% No change 5,675 $538K
Kapstone Financial Advisors LLC 0.25% Reduce -3.8% 5,663 $537K
Knollwood Investment Advisory, LLC 0.05% Reduce -2.0% 5,663 $537K
Vista Investment Partners Ii, LLC 0.25% Reduce -0.7% 5,663 $537K
Fee-Only Financial Planning, L.C. 0.31% No change 5,650 $535K
Arlington Trust Co LLC 0.10% Reduce -0.1% 5,640 $535K
LCNB Corp. 0.19% Reduce -7.5% 5,636 $534K
Avidian Wealth Enterprises, LLC 0.02% Add +19.9% 5,634 $534K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Reduce -6.6% 5,633 $534K
Wolverine Trading, LLC 0.01% New 5,680 $533K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% No change 5,625 $533K
Argent Advisors, Inc. 0.16% Add +11.3% 5,608 $531K
Point72 Asset Management 0.00% Reduce -99.5% 5,600 $531K
Drive Wealth Management, LLC 0.11% Add +5.5% 5,600 $531K
TBH Global Asset Management, LLC 0.10% No change 5,584 $529K
IVC Wealth Advisors LLC 0.24% Add +1.3% 5,576 $528K
Altfest L J & Co. Inc. 0.06% Add +6.4% 5,557 $527K
Motco 0.05% No change 5,554 $526K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.9% 5,552 $526K
GPS Wealth Strategies Group, LLC 0.06% No change 5,546 $526K
Partners Wealth Management, LLC 0.52% Reduce -7.9% 5,539 $525K
Bill Few Associates, Inc. 0.14% Reduce -11.2% 5,533 $524K
Hickory Point Bank & Trust 0.39% Reduce -3.7% 5,532 $524K
Financial Engines Advisors L.L.C. 0.00% New 5,513 $522K
1ST Source Bank 0.03% Reduce -0.3% 5,501 $521K
Two Sigma Advisers, LP 0.00% New 5,500 $521K
Donald L. Hagan, LLC 0.26% No change 5,484 $520K
Nikulski Financial, Inc. 0.13% Add +8.0% 5,483 $520K
Bienville Capital Management, LLC 0.10% Add +0.7% 5,482 $520K
Doliver Advisors, LP 0.13% No change 5,478 $519K
SCS Capital Management LLC 0.01% Reduce -2.2% 5,474 $519K
Bar Harbor Wealth Management 0.03% Reduce -5.2% 5,457 $517K
Mathes Company, Inc. 0.19% No change 5,450 $516K
Wealth Management Associates, Inc. 0.18% Add +10.2% 5,423 $514K
Pinnacle West Asset Management, Inc. 0.33% Add +0.3% 5,410 $513K
BOS Asset Management, LLC 0.14% Add +0.0% 5,401 $512K
Moss Adams Wealth Advisors LLC 0.04% Reduce -0.1% 5,398 $512K
Calton & Associates, Inc. 0.08% Reduce -0.8% 5,397 $511K
Atlas Brown,Inc. 0.15% Reduce -2.9% 5,393 $511K
Asset Planning Corporation 0.24% No change 5,390 $511K
Nicolet Advisory Services, LLC 0.04% Reduce -0.4% 5,294 $510K
Clarity Wealth Development LLC 0.46% No change 5,396 $507K
Summit Financial Wealth Advisors, LLC 0.08% Add +2.6% 5,333 $506K
Duncker Streett & Co. Inc. 0.09% Add +15.2% 5,315 $504K
Consolidated Portfolio Review Corp 0.06% Reduce -2.2% 5,314 $504K
Intrua Financial, LLC 0.06% Reduce -19.3% 5,265 $499K
SteelPeak Wealth, LLC 0.02% Reduce -42.4% 5,263 $499K
Hartline Investment Corp./ 0.05% No change 5,260 $498K
Correct Capital Wealth Management 0.09% No change 5,250 $498K
PSI Advisors, LLC 0.13% No change 5,249 $497K
Transcend Capital Advisors, LLC 0.04% Add +17.9% 5,233 $496K
Inscription Capital, LLC 0.05% Add +2.7% 5,225 $495K
Cohen Investment Advisors LLC 0.24% Add +2.4% 5,199 $493K
Eastover Investment Advisors LLC 0.21% No change 5,185 $491K
GHP Investment Advisors, Inc. 0.02% No change 5,171 $490K
Landscape Capital Management, L.L.C. 0.03% Reduce -74.6% 5,168 $490K
Cladis Investment Advisory, LLC 0.28% No change 5,160 $489K
Prosperity Financial Group, Inc. 0.18% Reduce -1.7% 5,155 $489K
Cornerstone Wealth Management, LLC 0.03% Add +2.1% 5,155 $489K
Bey-Douglas LLC 0.36% Reduce -2.3% 5,145 $488K
L2 Asset Management, LLC 0.07% Add +4.8% 5,142 $487K
WealthTrust Axiom LLC 0.13% No change 5,138 $487K
Valued Retirements, Inc. 0.55% No change 5,286 $485K
Austin Private Wealth, LLC 0.04% Reduce -17.9% 5,121 $485K
Pinnacle Wealth Management Group, Inc. 0.25% Reduce -1.5% 5,104 $484K
Wilkins Investment Counsel Inc. 0.07% Reduce -5.6% 5,100 $483K
Monograph Wealth Advisors, LLC 0.05% Reduce -0.3% 5,075 $481K
First Fiduciary Investment Counsel, Inc. 0.09% No change 5,060 $480K
Bridges Investment Management Inc. 0.01% Add +7.2% 5,064 $480K
First Foundation Advisors 0.02% Add +52.6% 5,057 $479K
Cozad Asset Management Inc. 0.04% Reduce -5.6% 5,050 $479K
Capital Investment Counsel, Inc 0.06% No change 5,038 $477K
Wynn Capital, LLC 0.23% Reduce -0.2% 5,026 $476K
Tributary Capital Management, LLC 0.04% Reduce -5.5% 5,025 $476K
Rithm Capital Corp. 1.20% No change 5,000 $474K
Hartford Financial Management Inc. 0.13% Reduce -10.7% 5,000 $474K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 5,000 $474K
Independent Financial Group, LLC 0.01% Add +1.4% 4,999 $474K
Gratus Wealth Advisors, LLC 0.07% Add +0.3% 4,995 $473K
Gentry Private Wealth, LLC 0.33% Add +2.3% 4,991 $473K
Inspire Advisors, LLC 0.05% Reduce -45.3% 4,982 $472K
Curi Capital, LLC 0.01% Add +51.7% 4,969 $471K
Bridgewater Advisors Inc. 0.03% Add +1.9% 5,437 $470K
Trust Co of the South 0.08% Add +11.8% 4,957 $470K
Beese Fulmer Investment Management, Inc. 0.03% No change 4,937 $468K
Penobscot Investment Management Company, Inc. 0.04% Add +11.3% 4,935 $468K
Bank of New Hampshire 0.11% No change 4,932 $467K
Versant Capital Management, Inc 0.06% Add +81.9% 4,929 $467K
Veracity Capital LLC 0.15% Reduce -0.3% 4,925 $467K
Lee Danner & Bass Inc. 0.03% No change 4,920 $466K
Probity Advisors, Inc. 0.08% Reduce -9.2% 4,902 $465K
AdviceOne Advisory Services, LLC 0.31% Add +5.8% 4,900 $464K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -12.9% 4,899 $464K
Maia Wealth LLC 0.08% Add +69.1% 5,110 $464K
Lokken Investment Group LLC 0.16% Add +3.8% 4,873 $462K
Wealthspire Retirement, LLC 0.03% Reduce -5.0% 4,872 $462K
Rise Advisors, LLC 0.17% Reduce -1.7% 4,871 $462K
RB Capital Management, LLC 0.10% Add +5.8% 4,868 $461K
Fulton Breakefield Broenniman LLC 0.03% Add +7.3% 4,866 $461K
CMG Global Holdings, LLC 0.22% Reduce -1.1% 4,610 $460K
Fusion Capital, LLC 0.13% Reduce -1.3% 4,887 $460K
McGowan Group Asset Management, Inc. 0.06% Add +1.8% 4,843 $459K
Rosenberg Matthew Hamilton 0.10% Add +1.1% 4,824 $457K
Claris Financial LLC 0.26% Add +11.7% 4,819 $457K
Coppell Advisory Solutions LLC 0.05% Add +2.6% 4,859 $456K
LVM Capital Management Ltd. 0.04% New 4,807 $456K
Sigma Investment Counselors Inc. 0.02% Reduce -6.3% 4,808 $456K
Cim Investment Management Inc. 0.12% Reduce -0.9% 4,804 $455K
Seelaus Asset Management LLC 0.37% Add +6.2% 4,793 $454K
Nadler Financial Group, Inc. 0.04% No change 4,775 $453K
Drake & Associates, LLC 0.09% Reduce -17.8% 4,947 $452K
Resolute Wealth Strategies, LLC 0.21% Add +0.1% 4,751 $450K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.30% No change 4,884 $447K
Gradient Investments LLC 0.01% Add +69.2% 4,713 $447K
Spectrum Wealth Advisory Group, LLC 0.18% Add +9.4% 4,710 $446K
Boston Research & Management Inc. 0.10% No change 4,710 $446K
Manske Wealth Management 0.14% Reduce -3.5% 4,707 $446K
First American Trust, FSB 0.03% Add +49.8% 4,706 $446K
Godsey & Gibb, Inc. 0.04% No change 4,703 $446K
Crestwood Advisors Group, LLC 0.01% Add +11.4% 4,691 $445K
GeoWealth Management, LLC 0.02% Add +5.1% 4,689 $444K
OneAscent Family Office, LLC 0.36% Reduce -1.0% 4,681 $444K
MKT Advisors LLC 0.16% Reduce -2.6% 4,668 $443K
Tranquility Partners, LLC 0.15% Reduce -1.9% 4,665 $442K
MBM Wealth Consultants, LLC 0.11% Add +1.9% 4,660 $442K
Auxano Advisors, LLC 0.09% Add +3.5% 4,657 $441K
Syntegra Private Wealth Group, LLC 0.04% Reduce -0.6% 4,651 $441K
Thomas Story & Son LLC 0.16% No change 4,650 $441K
Violich Capital Management, Inc. 0.05% No change 4,629 $439K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +76.6% 4,620 $438K
Soltis Investment Advisors LLC 0.03% Add +25.0% 4,619 $438K
Resonant Capital Advisors, LLC 0.03% Add +31.2% 4,609 $437K
Rwa Wealth Partners, LLC 0.01% Add +0.9% 4,608 $437K
Klingman & Associates, LLC 0.02% Add +11.6% 4,586 $435K
PGIM Custom Harvest LLC 0.01% Add +1.2% 4,585 $435K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -9.6% 4,571 $433K
Firestone Capital Management 0.09% Reduce -1.2% 4,564 $433K
Forum Financial Management, LP 0.01% Reduce -25.2% 4,557 $432K
Hummer Financial Advisory Services Inc 0.31% No change 4,550 $431K
Leo Wealth, LLC 0.06% Reduce -86.0% 4,540 $430K
Plante Moran Financial Advisors, LLC 0.03% Add +4.3% 4,538 $430K
J. L. Bainbridge & Co., Inc. 0.04% Add +0.1% 4,527 $429K
Truvestments Capital LLC 0.08% Add +4.0% 4,523 $429K
Legacy Trust 0.08% New 4,521 $428K
Bluespring Wealth Management, LLC 0.04% Add +0.7% 4,489 $425K
Orca Wealth Management, LLC 0.32% No change 4,487 $425K
Fortis Advisors, LLC 0.24% No change 4,475 $424K
Oak Hill Wealth Advisors, LLC 0.08% No change 4,475 $424K
Investment House LLC 0.02% No change 4,458 $423K
Heritage Wealth Management, Inc. 0.12% No change 4,456 $422K
Fonville Wealth Management LLC 0.10% Reduce -0.1% 4,454 $422K
Scotia Capital Inc. 0.00% Add +4.1% 4,448 $422K
Willis Investment Counsel 0.02% Reduce -2.2% 4,447 $421K
BCS Wealth Management 0.09% Reduce -3.1% 4,430 $420K
KMG Fiduciary Partners, LLC 0.03% Add +0.1% 4,429 $420K
Members Wealth LLC 0.27% — 4,425 $420K
Crews Bank & Trust 0.06% No change 4,425 $419K
TCI Wealth Advisors, Inc. 0.03% Reduce -21.8% 4,421 $419K
Quent Capital, LLC 0.04% Reduce -4.1% 4,421 $419K
L.M. Kohn & Company 0.50% Reduce -33.5% 4,390 $416K
Hall Capital Management Co. Inc. 0.16% Reduce -3.1% 4,386 $416K
GEM Asset Management, LLC 0.20% No change 4,290 $414K
Key Client Fiduciary Advisors, LLC 0.14% Reduce -0.3% 4,363 $413K
Plancorp, LLC 0.01% Reduce -0.3% 4,355 $413K
KG Capital Management 0.11% Reduce -3.5% 4,411 $413K
UNIVEST FINANCIAL Corp 0.02% Reduce -8.4% 4,351 $412K
Flaharty Asset Management, LLC 0.05% No change 4,350 $412K
Cypress Capital Group 0.05% Reduce -11.0% 4,344 $412K
Banyan Capital Management, Inc. 0.19% New 4,325 $410K
Campion Asset Management 0.29% Reduce -3.3% 4,314 $409K
Longview Financial Advisors, Inc. 0.29% Reduce -4.4% 4,313 $409K
Ferguson Shapiro LLC 0.13% Add +0.1% 4,309 $408K
Chapin Davis, Inc. 0.10% New 4,291 $407K
Pitcairn Co. 0.03% Reduce -7.2% 4,281 $406K
JB Capital LLC 0.02% Reduce -15.4% 4,278 $405K
Capital Asset Advisory Services LLC 0.02% Reduce -2.7% 4,264 $404K
VeraBank, N.A. 0.08% Add +4.9% 4,262 $404K
Cape Cod Five Cents Savings Bank 0.04% No change 4,475 $404K
BLB&B Advisors, LLC 0.02% Add +7.0% 4,257 $403K
Hodges Capital Management Inc. 0.03% No change 4,250 $403K
4WEALTH Advisors, Inc. 0.37% Add +6.7% 4,248 $403K
ESL Trust Services, LLC 0.08% Add +6.1% 4,243 $402K
Keynote Financial Services LLC 0.24% No change 4,238 $402K
Quotient Wealth Partners, LLC 0.01% Add +6.9% 4,232 $401K
Independence Bank of Kentucky 0.05% No change 4,230 $401K
Meridian Financial Advisors, LLC 0.23% No change 4,227 $401K
Sovran Advisors, LLC 0.04% Add +11.7% 4,213 $401K
Wealth Quarterback LLC 0.15% Reduce -12.7% 4,221 $400K
Relyea Zuckerberg Hanson LLC 0.04% Add +0.7% 4,205 $398K
Radnor Capital Management, LLC 0.06% No change 4,200 $398K
Willis Johnson & Associates, Inc. 0.02% Add +25.8% 4,190 $397K
Trust Co. of Toledo NA 0.04% No change 4,184 $397K
Southland Equity Partners LLC 0.08% Reduce -0.2% 4,184 $397K
Elmwood Wealth Management, Inc. 0.14% Add +4.5% 4,180 $396K
Asset Dedication, LLC 0.03% Reduce -0.3% 4,179 $396K
Good Steward Wealth Advisors,LLC 0.27% Reduce -22.9% 4,176 $396K
Level Wealth Management LLC 0.21% Add +0.1% 4,174 $396K
Symmetry Partners, LLC 0.04% Add +12.3% 4,167 $395K
Brandywine Oak Private Wealth LLC 0.03% No change 4,162 $394K
Fjell Capital, LLC 0.35% New 4,158 $394K
Premier Path Wealth Partners, LLC 0.05% Add +12.5% 4,149 $393K
Sara-Bay Financial 0.11% Add +2.7% 4,133 $392K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -0.6% 4,132 $392K
Uniting Wealth Partners, LLC 0.09% Add +15.2% 4,129 $391K
Wealthspan Partners, LLC 0.15% Add +0.1% 4,114 $390K
Charles Schwab Trust Co 0.03% Reduce -63.4% 4,112 $390K
MJP Associates Inc. 0.05% Add +33.0% 4,102 $389K
Tennessee Valley Asset Management Partners 0.05% New 4,093 $388K
Code Waechter LLC 0.25% Reduce -16.7% 3,886 $387K
American State Bank (Iowa) 0.20% No change 4,081 $387K
Bedel Financial Consulting, Inc. 0.05% No change 4,080 $387K
Walkner Condon Financial Advisors LLC 0.06% Add +0.2% 4,073 $386K
Hanson & Doremus Investment Management 0.05% Add +0.2% 4,070 $386K
American Financial Advisors, LLC 0.05% Add +0.5% 4,063 $385K
OneAscent Investment Solutions LLC 0.41% Reduce -1.5% 4,048 $384K
United Community Bank 0.12% Add +0.2% 4,039 $383K
New Hampshire Trust 0.07% Add +2.1% 4,019 $381K
Monument Capital Management 0.10% Reduce -1.0% 4,019 $381K
Fagan Associates, Inc. 0.05% No change 4,011 $380K
Cabot Wealth Management Inc. 0.04% No change 4,005 $380K
Palumbo Wealth Management LLC 0.12% Add +5.7% 4,536 $379K
HC Advisors, LLC 0.27% No change 3,988 $378K
Baron Wealth Management LLC 0.12% Add +25.5% 3,983 $377K
Huntleigh Advisors, Inc. 0.06% Add +0.2% 3,977 $377K
Financial Advisors, LLC 0.07% Add +0.8% 3,977 $377K
Trilogy Capital Inc. 0.02% Reduce -2.3% 3,960 $375K
Pinnacle Bancorp, Inc. 0.11% Add +5.0% 3,958 $375K
Shell Asset Management Co. 0.04% Reduce -41.5% 3,961 $375K
D'Orazio & Associates, Inc. 0.05% Add +2.3% 3,948 $374K
Mogy Joel R Investment Counsel Inc. 0.02% No change 3,933 $373K
Live Oak Private Wealth LLC 0.05% No change 3,929 $372K
Spinnaker Trust 0.02% No change 3,928 $372K
RFG - Bristol Wealth Advisors, LLC 0.11% Reduce -12.4% 3,918 $371K
Armstrong, Fleming & Moore, Inc 0.18% No change 3,879 $368K
LCM Capital Management Inc 0.18% No change 3,877 $367K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -0.1% 3,867 $367K
Narwhal Capital Management 0.03% No change 3,859 $366K
Institute for Wealth Management, LLC. 0.04% Add +0.0% 3,854 $365K
Catalyst Financial Partners LLC 0.04% Add +2.8% 3,849 $365K
Meridian Investment Counsel Inc. 0.09% No change 3,802 $360K
Cornerstone Management, Inc. 0.06% Add +0.0% 3,799 $360K
Enclave Advisors LLC 0.05% Reduce -0.3% 3,795 $360K
Private Wealth Asset Management, LLC 0.04% Add +7.1% 3,795 $360K
Peak Retirement Planning, Inc. 0.10% Add +26.5% 3,792 $359K
King Wealth Management Group 0.05% No change 3,783 $359K
Meadow Creek Wealth Advisors LLC 0.24% Add +4.2% 3,641 $358K
Woodard & Co. Asset Management Group Inc. 0.06% Add +2.7% 3,770 $357K
AA Financial Advisors, LLC 0.07% Reduce -0.5% 3,753 $356K
O'Brien Greene & Co. Inc 0.11% Reduce -1.9% 3,750 $355K
Second Half Financial Partners, LLC 0.16% Reduce -0.3% 3,749 $355K
Thompson Investment Management, Inc. 0.05% Reduce -9.3% 3,746 $355K
Lloyd Advisory Services, LLC. 0.17% Add +12.9% 3,731 $354K
Bourne Lent Asset Management Inc. 0.13% Reduce -5.1% 3,731 $354K
Douglass Winthrop Advisors, LLC 0.01% Add +0.0% 3,726 $353K
Birch Financial Group, LLC 0.21% Add +14.1% 3,703 $351K
Ellis Investment Partners, LLC 0.06% Reduce -1.1% 3,694 $350K
Moseley Investment Management Inc. 0.11% Reduce -19.8% 3,682 $349K
Brown, Lisle/Cummings, Inc. 0.09% Add +0.1% 3,675 $348K
Retirement Income Solutions, Inc. 0.06% No change 3,673 $348K
Insigneo Advisory Services, LLC 0.02% Reduce -0.0% 3,660 $347K
Latitude Advisors, LLC 0.16% Add +0.9% 3,654 $346K
OMNI 360 Wealth, Inc. 0.19% No change 3,628 $344K
NorthStar Asset Management LLC 0.16% Add +28.7% 3,615 $343K
Keb Asset Management, LLC 0.08% New 3,603 $341K
IFC Advisors LLC 0.06% No change 3,595 $341K
Cromwell Holdings LLC 0.18% No change 3,586 $340K
MADDEN SECURITIES Corp 0.10% Reduce -2.3% 3,575 $339K
Clarius Group, LLC 0.02% Reduce -39.6% 3,574 $339K
Sunbelt Securities, Inc. 0.02% Reduce -36.7% 3,563 $338K
First Citizens Financial Corp 0.17% No change 3,555 $337K
FLC Capital Advisors 0.07% No change 3,548 $336K
PFC Capital Group, Inc. 0.14% Add +12.7% 3,550 $336K
Wealth Management Nebraska 0.04% Add +0.4% 3,544 $336K
MIdWestOne Financial Group, Inc. 0.04% Reduce -2.1% 3,532 $335K
Shufro Rose & Co. LLC 0.03% No change 3,627 $334K
Satovsky Asset Management LLC 0.07% Add +0.8% 3,503 $332K
St. Louis Trust Co 0.04% No change 3,500 $332K
Morris Financial Concepts, Inc. 0.12% Add +0.3% 3,496 $331K
Virtue Capital Management, LLC 0.05% Add +211.9% 12,816 $331K
New Republic Capital, LLC 0.10% Reduce -5.2% 3,493 $331K
Wayfinding Financial, LLC 0.14% Add +0.7% 3,495 $331K
Magnolia Wealth Management, LLC 0.20% Add +4.5% 3,492 $331K
Integris Wealth Management, LLC 0.08% No change 3,488 $331K
Platform Technology Partners 0.08% Reduce -4.8% 3,487 $330K
Warwick Investment Management, Inc. 0.06% Add +5.6% 3,477 $330K
Oppenheimer Asset Management Inc. 0.00% Reduce -23.3% 3,469 $329K
Cannon Wealth Management Services, LLC 0.25% Add +21.0% 3,466 $329K
White Pine Capital LLC 0.09% New 3,464 $328K
Power Wealth Management LLC 0.12% Add +0.5% 3,459 $328K
Ferguson Wellman Capital Management, Inc. 0.01% Add +36.0% 3,448 $327K
WealthBridge Capital Management, LLC 0.08% Reduce -0.5% 3,443 $326K
PFG Advisors 0.01% Add +35.0% 3,440 $326K
First National Bank of Hutchinson 0.17% New 3,434 $325K
KLCM Advisors, Inc. 0.03% Add +19.8% 3,428 $325K
Signal Advisors Wealth, LLC 0.03% Reduce -57.1% 3,428 $325K
VestGen Investment Management 0.20% Add +30.4% 3,427 $325K
Cedar Mountain Advisors, LLC 0.06% Add +2.5% 3,425 $325K
Ameritas Advisory Services, LLC 0.02% Reduce -82.5% 3,421 $324K
Signature Estate & Investment Advisors LLC 0.01% Reduce -11.7% 3,402 $322K
Phoenix Financial Ltd. 0.00% No change 3,398 $322K
Beck Mack & Oliver LLC 0.01% Add +15.3% 3,400 $322K
FCG Investment Co 0.15% Add +3.1% 3,393 $322K
Leslie Global Wealth, LLC 0.15% Add +0.1% 3,390 $321K
Madrona Financial Services, LLC 0.07% Add +1.1% 3,389 $321K
Financial Harvest, LLC 0.22% Add +0.5% 3,381 $320K
Appleton Partners Inc. 0.02% Reduce -1.4% 3,375 $320K
DLK Investment Management, LLC 0.12% New 3,375 $320K
Capital City Trust Co. 0.08% Reduce -12.0% 3,367 $319K
von Borstel & Associates, Inc. 0.05% New 3,509 $318K
Stonebridge Capital Advisors LLC 0.02% Reduce -6.2% 3,353 $318K
Patriot Investment Management Group, Inc. 0.02% Reduce -1.7% 3,350 $317K
DF Dent & Co. Inc. 0.00% No change 3,341 $317K
Everhart Financial Group, Inc. 0.03% New 3,340 $317K
Fieldview Capital Management, LLC 0.05% New 3,336 $316K
Fortitude Advisory Group L.L.C. 0.17% Reduce -1.6% 3,328 $315K
Sound Income Strategies, LLC 0.02% Reduce -70.6% 3,273 $315K
Brass Tax Wealth Management, Inc. 0.05% Reduce -14.8% 3,310 $314K
Alpha Omega Wealth Management LLC 0.05% No change 3,307 $313K
Quadrant Private Wealth Management, LLC 0.06% Add +2.3% 3,305 $313K
STAR Financial Bank 0.18% Reduce -18.6% 3,300 $313K
Moody National Bank Trust Division 0.03% Reduce -41.9% 3,298 $313K
May Hill Capital, LLC 0.09% Add +1.3% 3,296 $312K
Summit Wealth Partners, LLC 0.06% No change 3,290 $312K
Westside Investment Management, Inc. 0.05% Add +10.1% 3,286 $311K
PBMares Wealth Management LLC 0.05% Add +0.0% 3,281 $311K
MBE Wealth Management, LLC 0.13% Add +15.9% 3,280 $311K
Aspen Grove Capital, LLC 0.05% Reduce -6.7% 3,278 $311K
Pure Portfolios Holdings LLC 0.10% Add +0.1% 3,278 $311K
MJT & Associates Financial Advisory Group, Inc. 0.25% No change 3,274 $310K
Turning Point Benefit Group, Inc. 0.19% Add +14.4% 3,272 $310K
Acorns Advisers, LLC 0.00% Add +21.8% 3,271 $310K
SkyOak Wealth, LLC 0.06% No change 3,265 $309K
Petros Family Wealth, LLC 0.26% Add +0.3% 3,264 $309K
Ironsides Asset Advisors, LLC 0.08% Add +2.8% 3,261 $309K
Sittner & Nelson, LLC 0.11% No change 3,261 $309K
Gibbs Wealth Management 0.07% New 3,259 $309K
FSA Investment Group, LLC 0.19% New 3,246 $308K
Neville Rodie & Shaw Inc. 0.02% No change 3,245 $307K
Intellus Advisors LLC 0.04% No change 3,225 $306K
LOM Asset Management Ltd 0.09% Reduce -1.5% 3,215 $305K
Genesis Private Wealth, LLC 0.13% Reduce -8.0% 3,218 $305K
Leigh Baldwin & Co., LLC 0.17% Add +0.4% 3,206 $304K
Holos Integrated Wealth LLC 0.18% No change 3,091 $304K
Wedgewood Investors Inc. 0.33% Reduce -7.3% 3,200 $303K
Private Capital Advisors, Inc. 0.03% No change 3,200 $303K
Biltmore Wealth Management, LLC 0.12% Add +0.1% 3,198 $303K
Zhang Financial LLC 0.01% Reduce -0.1% 3,193 $303K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +38.5% 3,185 $302K
Sivia Capital Partners, LLC 0.09% Reduce -0.4% 3,185 $302K
Eagle Wealth Strategies LLC 0.15% Add +0.4% 3,168 $300K
RiverFront Investment Group, LLC 0.01% New 3,153 $299K
Choate Investment Advisors 0.01% Add +3.0% 3,151 $299K
Compass Wealth Management LLC 0.07% No change 3,150 $299K
Prospect Financial Services LLC 0.17% No change 3,145 $298K
Aurdan Capital Management, LLC 0.09% No change 3,139 $297K
Coastline Trust Co 0.03% Reduce -1.6% 3,138 $297K
Parkside Financial Bank & Trust 0.02% Add +6.6% 3,137 $297K
Insight Advisors, LLC/ PA 0.05% Reduce -3.4% 3,137 $297K
Cary Street Partners Investment Advisory LLC 0.12% Add +16.7% 3,134 $297K
Acropolis Investment Management, LLC 0.02% Add +30.8% 3,232 $297K
Zullo Investment Group, Inc. 0.11% Reduce -5.5% 3,124 $296K
AMG National Trust Bank 0.01% No change 3,112 $295K
Financial Partners Group, Inc 0.04% No change 3,111 $295K
Brendel Financial Advisors LLC 0.15% No change 3,100 $294K
Philip James Wealth Mangement, LLC 0.04% Reduce -0.2% 3,091 $293K
Francis Financial, Inc. 0.05% Add +2.8% 2,697 $293K
First Financial Bankshares Inc 0.01% Add +3.1% 3,087 $293K
Colonial Trust Co / SC 0.04% Reduce -0.7% 3,078 $292K
Octavia Wealth Advisors, LLC 0.03% Add +14.6% 3,075 $291K
Total Clarity Wealth Management, Inc. 0.08% Add +8.6% 3,062 $290K
Iams Wealth Management, LLC 0.12% Add +38.9% 3,057 $290K
Joel Isaacson & Co., LLC 0.01% Add +0.5% 3,057 $290K
Continuum Advisory, LLC 0.03% Add +10.5% 3,052 $289K
Kaydan Wealth Management, Inc. 0.08% Reduce -2.0% 3,050 $289K
Cultivar Capital, Inc. 0.19% Add +8.9% 3,045 $289K
Brown Financial Advisory 0.15% Reduce -24.7% 3,043 $288K
Sapient Capital LLC 0.00% Reduce -1.2% 3,070 $288K
Vermillion Wealth Management, Inc. 0.08% Add +1.6% 3,039 $288K
Nalls Sherbakoff Group, LLC 0.19% Add +0.8% 3,036 $288K
First Financial Bank - Trust Division 0.02% Add +29.0% 3,033 $287K
Grandview Asset Management LLC 0.08% Add +0.7% 3,033 $287K
BCS Private Wealth Management, Inc. 0.10% No change 3,030 $287K
Rossmore Private Capital 0.03% No change 3,024 $287K
Nordwand Advisors, LLC 0.05% Add +6.0% 3,021 $286K
HORAN Wealth, LLC 0.04% New 3,005 $285K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 3,002 $285K
KKM Financial LLC 0.09% No change 3,001 $284K
Brookwood Investment Group LLC 0.04% Reduce -3.9% 3,001 $284K
Asset Management Advisors, LLC 0.17% No change 3,000 $284K
Anchor Capital Advisors LLC 0.01% No change 3,000 $284K
First National Bank & Trust Co. of Newtown 0.05% Reduce -42.9% 2,991 $283K
KRS Capital Management, LLC 0.17% Add +0.8% 2,984 $283K
Gilman Hill Asset Management, LLC 0.04% Reduce -5.5% 2,984 $283K
Caliber Wealth Management, LLC / KS 0.03% Reduce -35.7% 2,984 $283K
Barnett & Company, Inc. 0.22% Reduce -2.5% 2,983 $283K
CYBER HORNET ETFs LLC 0.18% Add +3.8% 2,982 $283K
Princeton Global Asset Management LLC 0.05% Reduce -0.5% 2,981 $282K
Davis R M Inc. 0.00% Reduce -0.1% 2,978 $282K
USAdvisors Wealth Management, LLC 0.10% Reduce -0.1% 2,986 $282K
Capital Planning Advisors, LLC 0.04% Reduce -4.5% 2,973 $282K
Lazari Capital Management, Inc. 0.10% Add +0.2% 2,968 $281K
LexAurum Advisors, LLC 0.04% Add +31.2% 2,959 $280K
Duncan Williams Asset Management, LLC 0.08% Add +0.7% 2,957 $280K
North Star Asset Management Inc. 0.01% No change 2,957 $280K
Jacobsen Capital Management 0.09% Add +1.2% 2,952 $280K
Beacon Bank & Trust 0.06% Add +0.7% 2,934 $278K
Harvey Investment Co. LLC 0.03% No change 2,926 $277K
Luts & Greenleigh Group, Inc. 0.25% Reduce -1.9% 2,922 $277K
Davis Investment Partners, LLC 0.09% Reduce -7.4% 2,919 $277K
Worth Asset Management, LLC 0.12% Reduce -9.6% 2,918 $277K
Dover Advisors, LLC 0.11% No change 2,911 $276K
MRP Capital Investments, LLC 0.24% No change 3,000 $275K
Argus Investors' Counsel, Inc. 0.22% Add +2.5% 2,905 $275K
Ridgeline Wealth, LLC 0.20% New 2,902 $275K
FSA Wealth Management LLC 0.10% No change 2,900 $275K
WealthTrust Asset Management, LLC 0.19% Add +0.1% 2,898 $275K
Ipsen Advisor Group LLC 0.20% Add +0.3% 2,896 $274K
Rainey & Randall Wealth Advisors Inc. 0.05% Reduce -19.9% 2,895 $274K
Ledgewood Wealth Advisors, LLC 0.16% No change 2,892 $274K
Sentry Investment Management LLC 0.18% Reduce -19.4% 2,844 $274K
Councilmark Asset Management, LLC 0.16% No change 2,883 $273K
CRA Financial Services, LLC 0.04% Add +3.1% 2,883 $273K
N.E.W. Advisory Services LLC 0.02% Add +0.1% 2,879 $273K
Hamilton Point Investment Advisors, LLC 0.04% Add +0.0% 2,879 $273K
Forefront Wealth Management Inc. 0.20% Add +0.1% 2,877 $273K
Frederick Financial Consultants, LLC 0.15% Add +3.3% 2,876 $273K
Strathmore Capital Advisors, Inc. 0.11% Reduce -11.7% 2,873 $272K
Great Diamond Partners, LLC 0.05% Reduce -0.4% 2,862 $271K
Glass Wealth Management Co LLC 0.12% Reduce -2.7% 2,860 $271K
44 Wealth Management LLC 0.09% Reduce -0.9% 2,853 $270K
Ironwood Investment Counsel, LLC 0.04% Reduce -2.2% 2,851 $270K
Sepio Capital, LP 0.02% New 2,848 $270K
Keystone Financial Group, Inc. 0.15% Add +10.9% 2,848 $270K
Kathmere Capital Management, LLC 0.02% Add +10.3% 2,846 $270K
Investment Advisory Services Inc. /TX 0.08% Reduce -19.2% 2,843 $269K
Ardent Capital Management, Inc. 0.11% No change 2,842 $269K
Beacon Financial Advisory LLC 0.06% No change 2,838 $269K
Haven Capital Group, Inc. 0.24% No change 2,825 $268K
Strategic Advisors LLC 0.04% Add +0.1% 2,824 $268K
ORG Partners LLC 0.05% Add +7.4% 2,823 $268K
Corsicana & Co. 0.15% — 2,820 $267K
Optas, LLC 0.05% Add +7.4% 2,816 $267K
Elite Financial, Inc. 0.12% Reduce -22.4% 2,931 $266K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +9.3% 2,803 $266K
Searcy Financial Services Inc. 0.10% No change 2,794 $265K
Evanson Asset Management, LLC 0.01% No change 2,779 $263K
Williams Jones Wealth Management, LLC. 0.00% No change 2,778 $263K
Gerber, LLC 0.17% Reduce -7.1% 2,777 $263K
Foster Group, Inc. 0.01% Add +6.5% 2,775 $263K
Pine Haven Investment Counsel, Inc 0.19% No change 2,773 $263K
Old Mission Investment Co LLC 0.06% Add +14.0% 2,768 $262K
Gateway Investment Advisers LLC 0.00% Add +4.1% 2,768 $262K
Boyar Asset Management Inc. 0.17% No change 2,765 $262K
Chelsea Counsel Co. 0.12% Reduce -3.2% 2,764 $262K
Liberty Capital Management, Inc. 0.05% No change 2,756 $261K
Northwest Bancshares, Inc. 0.04% No change 2,756 $261K
Rodgers & Associates, LTD 0.03% Add +0.8% 2,750 $261K
PKS Advisory Services, LLC 0.06% Add +17.6% 2,744 $260K
Brighton Securities Corp. 0.14% Reduce -39.7% 2,737 $259K
Legacy Edge Advisors, LLC 0.03% No change 2,729 $259K
Alteri Wealth LLC 0.09% Add +2.5% 2,722 $258K
Pavion Blue Capital, LLC 0.11% No change 2,715 $257K
Fortis Capital Advisors, LLC 0.04% New 2,712 $257K
V. M. Manning & Co., Inc. 0.23% No change 2,780 $257K
Elevation Point Wealth Partners, LLC 0.02% Add +342.4% 2,703 $256K
Callahan Advisors, LLC 0.02% No change 2,700 $256K
Crew Capital Management, Ltd 0.17% No change 2,698 $256K
Vista Investment Partners LLC 0.07% No change 2,698 $256K
Barlow Wealth Partners, LLC 0.03% No change 2,620 $255K
Strategic Financial Services, Inc. 0.01% Add +0.2% 2,694 $255K
Samalin Investment Counsel, LLC 0.09% Add +4.3% 2,691 $255K
Sherbrooke Park Advisers LLC 0.12% Add +8.9% 2,686 $255K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,646 $254K
PYA Waltman Capital, LLC 0.07% No change 2,676 $254K
Waterford Advisors, LLC 0.09% Reduce -99.2% 2,671 $253K
KW Wealth Management LLC 0.43% — 2,664 $253K
Unified Investment Management 0.25% Add +0.0% 2,659 $252K
CFO4Life Group, LLC 0.04% Add +4.0% 2,653 $251K
Zevin Asset Management LLC 0.04% No change 2,650 $251K
Meriwether Wealth & Planning, LLC 0.14% Add +3.3% 2,627 $249K
Advance Capital Management, Inc. 0.01% Add +16.3% 2,625 $249K
Nova R Wealth, Inc. 0.11% Add +0.1% 2,620 $248K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.3% 2,623 $248K
Laffer Tengler Investments, Inc. 0.05% Add +0.3% 2,608 $247K
Mayflower Financial Advisors, LLC 0.03% Add +1.8% 2,605 $247K
Finer Wealth Management, Inc. 0.12% Reduce -1.1% 2,604 $247K
Buttonwood Financial Advisors Inc. 0.08% No change 2,600 $246K
Chickasaw Capital Management LLC 0.01% No change 2,600 $246K
Gryphon Financial Partners LLC 0.03% Reduce -12.3% 2,590 $245K
WealthShield Partners, LLC 0.03% Reduce -0.0% 2,588 $245K
Alexander Labrunerie & Co., Inc. 0.09% Reduce -1.4% 2,586 $245K
Salomon & Ludwin, LLC 0.02% Add +24.8% 2,589 $245K
Tiemann Investment Advisors, LLC 0.09% No change 2,580 $245K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Reduce -11.3% 2,580 $245K
Delta Investment Management, LLC 0.04% Add +0.0% 2,580 $245K
First Manhattan Co. Llc. 0.00% Reduce -0.0% 2,575 $244K
Traveka Wealth, LLC 0.11% Add +3.4% 2,574 $244K
Longboard Asset Management, LP 0.39% No change 2,573 $244K
Hardy Reed LLC 0.02% Add +12.1% 2,556 $242K
LMCG Investments, LLC 0.01% No change 2,550 $242K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -8.9% 2,546 $241K
Lewis Asset Management, LLC 0.10% New 2,542 $241K
Per Stirling Capital Management, LLC. 0.03% Add +0.8% 2,540 $241K
Revolve Wealth Partners, LLC 0.03% Add +4.1% 2,539 $241K
Saxony Capital Management, LLC 0.16% Reduce -3.6% 2,537 $240K
Simon Quick Advisors, LLC 0.01% Reduce -1.2% 2,536 $240K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -2.0% 2,535 $240K
Wood Tarver Financial Group, LLC 0.07% Reduce -3.2% 2,526 $239K
Whalen Wealth Management Inc. 0.14% Add +0.8% 2,506 $237K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.1% 2,505 $237K
Colonial River Investments, LLC 0.09% Reduce -1.9% 2,504 $237K
BankPlus Wealth Management LLC 0.14% Reduce -1.6% 2,503 $237K
Enhancing Capital LLC 0.17% No change 2,500 $237K
Godshalk Welsh Capital Management, Inc. 0.14% No change 2,500 $237K
Fayez Sarofim & Co 0.00% No change 2,500 $237K
Avior Wealth Management, LLC 0.01% New 2,495 $236K
Floyd Financial Group LLC 0.18% Reduce -6.1% 2,411 $236K
VSM Wealth Advisory, LLC 0.07% Reduce -4.2% 2,493 $236K
Santori & Peters, Inc. 0.08% Add +0.8% 2,493 $236K
Founders Financial Securities LLC 0.02% Add +9.8% 2,489 $236K
Forbes J M & Co. LLP 0.02% Add +0.7% 2,488 $236K
Indiana Trust & Investment Management Co 0.07% Reduce -2.0% 2,475 $235K
Braun-Bostich & Associates Inc. 0.15% Reduce -6.0% 2,466 $234K
Walleye Capital LLC 0.00% New 2,466 $234K
Alpine Bank Wealth Management 0.03% No change 2,460 $233K
Athena Investment Management 0.12% Reduce -16.9% 2,458 $233K
MCF Advisors LLC 0.01% Add +1.7% 2,456 $233K
Schorn Wealth LLC 0.07% No change 2,453 $232K
Stonebrook Private Inc. 0.05% Add +8.8% 2,449 $232K
Founders Financial Alliance, LLC 0.04% New 2,447 $232K
waypoint wealth counsel 0.09% Reduce -10.3% 2,442 $231K
Sompo Asset Management Co., Ltd. 0.04% Reduce -2.0% 2,440 $231K
Triton Wealth Management, PLLC 0.09% Reduce -53.4% 2,449 $231K
Patton Fund Management, Inc. 0.04% No change 2,435 $231K
Tevis Investment Management 0.14% Add +0.5% 2,425 $230K
Brian Low Financial Group, LLC 0.18% Reduce -7.1% 2,424 $230K
Live Oak Investment Partners 0.15% No change 2,422 $230K
Drucker Wealth 3.0, LLC 0.04% New 2,419 $229K
Smithfield Trust Co 0.01% Add +4.3% 2,415 $229K
Northeast Investment Management 0.01% Add +7.4% 2,414 $229K
Prevail Innovative Wealth Advisors, LLC 0.04% Add +0.3% 2,413 $229K
Opinicus Capital, Inc. 0.16% Reduce -3.7% 2,410 $228K
Asahi Life Asset Management Co., LTD. 0.13% Reduce -57.9% 2,407 $228K
Forbes Financial Planning, Inc. 0.15% No change 2,404 $228K
Westfuller Advisors, LLC 0.10% New 2,400 $227K
Hilton Capital Management, LLC 0.02% No change 2,400 $227K
Parcion Private Wealth LLC 0.01% New 2,393 $227K
Essex Investment Management Co. LLC 0.03% No change 2,391 $227K
Greenfield Savings Bank 0.10% Add +0.3% 2,389 $226K
Partners in Financial Planning 0.04% No change 2,386 $226K
Innova Wealth Partners 0.12% New 2,382 $226K
Abacus Planning Group, Inc. 0.03% No change 2,378 $225K
Acadian Asset Management LLC 0.00% Reduce -56.8% 2,387 $225K
MPS Loria Financial Planners, LLC 0.06% No change 2,374 $225K
Bank of Stockton 0.06% No change 2,370 $225K
Accel Wealth Management 0.07% Add +0.9% 2,369 $225K
Cape Investment Advisory, Inc. 0.22% Reduce -90.2% 2,365 $224K
Oak Family Advisors, LLC 0.07% Reduce -1.1% 2,363 $224K
Axecap Investments, LLC 0.14% No change 2,358 $223K
William B. Walkup & Associates, Inc. 0.12% No change 2,358 $223K
AGH Wealth Advisors, LLC 0.16% Add +0.2% 2,351 $223K
Aldebaran Financial Inc. 0.22% Reduce -4.1% 2,350 $223K
Wealth Architects, LLC 0.02% No change 2,348 $223K
Fragasso Financial Advisors Inc 0.01% New 2,353 $222K
Heartland Bank & Trust Co 0.09% No change 2,340 $222K
Black Diamond Financial, LLC 0.02% New 2,326 $220K
Accredited Investors Inc. 0.01% No change 2,326 $220K
Sonata Capital Group Inc. 0.08% No change 2,325 $220K
Tanglewood Wealth Management, Inc. 0.02% New 2,321 $220K
San Luis Wealth Advisors LLC 0.04% New 2,319 $220K
R.H. Investment Group, LLC 0.19% Reduce -6.1% 2,317 $220K
Cottage Street Advisors LLC 0.09% New 2,325 $219K
Noesis Capital Mangement Corp. 0.03% No change 2,311 $219K
Steinberganna Wealth Management 0.10% — 2,308 $219K
Parthenon LLC 0.02% No change 2,307 $219K
Byrne Financial Freedom, LLC 0.11% Reduce -7.1% 2,307 $219K
AllGen Financial Advisors, Inc. 0.05% No change 2,300 $218K
Tudor Financial Inc. 0.12% Add +0.0% 2,300 $218K
FSM Wealth Advisors, LLC 0.03% New 2,299 $218K
Alamar Capital Management, LLC 0.12% No change 2,298 $218K
Copia Wealth Management 0.16% Add +4.6% 2,295 $217K
Wela Strategies, Inc. 0.08% Reduce -27.5% 2,293 $217K
Patrick M Sweeney & Associates, Inc. 0.14% No change 2,293 $217K
Prelude Capital Management, LLC 0.02% New 2,291 $217K
FDx Advisors, Inc. 0.07% Reduce -6.1% 2,310 $217K
ACT Advisors, LLC. 0.09% Add +0.4% 2,284 $216K
Crowley Wealth Management, Inc. 0.17% No change 2,280 $216K
Presper Financial Architects, LLC 0.13% Add +4.6% 2,277 $216K
CVA Family Office, LLC 0.03% Add +0.9% 2,273 $215K
Greenfield Seitz Capital Management, LLC 0.07% No change 2,270 $215K
Interchange Capital Partners, LLC 0.04% New 2,263 $214K
Stonebridge Financial Planning Group, LLC 0.08% No change 2,260 $214K
Private Management Group Inc. 0.01% Add +0.4% 2,258 $214K
Kestra Investment Management, LLC 0.01% Reduce -6.4% 2,254 $214K
BXM Wealth LLC 0.20% No change 2,250 $213K
Atlanta Consulting Group Advisors, LLC 0.05% Reduce -5.5% 2,249 $213K
Emprise Bank 0.09% No change 2,248 $213K
Angeles Wealth Management, LLC 0.01% New 2,246 $213K
Garde Capital, Inc. 0.01% Reduce -46.4% 2,236 $212K
Fiduciary Wealth Partners, LLC 0.09% Add +2690.0% 2,232 $212K
Titleist Asset Management, LLC 0.02% Add +0.5% 2,224 $211K
Hardin Capital Partners, LLC 0.11% Reduce -2.2% 2,222 $211K
MBA Advisors LLC 0.09% Add +0.4% 2,222 $211K
Colton Groome Financial Advisors, LLC 0.06% New 2,222 $211K
Quest Investment Management LLC 0.02% No change 2,220 $210K
Harvest Investment Services, LLC 0.04% New 2,217 $210K
Sunpointe, LLC 0.08% Reduce -9.5% 2,215 $210K
Mason & Associates Inc 0.04% No change 2,211 $210K
Commonwealth Financial Services, LLC 0.04% Add +1.3% 2,210 $209K
Interactive Financial Advisors, Inc. 0.11% No change 2,208 $209K
Sterling Wealth Management, Inc. 0.06% No change 2,206 $209K
TCP Asset Management, LLC 0.04% New 2,204 $209K
Islay Capital Management, LLC 0.12% Reduce -67.7% 2,203 $209K
DT Investment Partners, LLC 0.02% No change 2,201 $209K
Camelot Portfolios, LLC 0.12% No change 2,200 $208K
Taylor Hoffman Capital Management LLC 0.07% Reduce -3.1% 2,200 $208K
Covenant Asset Management, LLC 0.04% No change 2,200 $208K
Summit Financial Strategies, Inc. 0.02% No change 2,200 $208K
Strategic Family Wealth Counselors, L.L.C. 0.05% Add +0.8% 2,196 $208K
Enterprise Financial Services Corp 0.11% New 2,185 $207K
Gradient Capital Advisors, LLC 0.06% New 2,180 $207K
Phillips Wealth Planners LLC 0.17% New 2,160 $206K
Endeavor Private Wealth, Inc. 0.06% New 2,174 $206K
Clarity Financial LLC 0.02% New 2,173 $206K
Holland Advisory Services, Inc. 0.28% New 2,171 $206K
Motiv8 Investments LLC 0.11% New 2,170 $206K
Ridgecrest Wealth Partners, LLC 0.09% New 2,165 $205K
Curran Financial Partners, LLC 0.04% New 2,160 $205K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,155 $204K
Peoples Bank 0.20% Reduce -23.2% 2,150 $204K
Highland Capital Management, LLC 0.01% New 2,150 $204K
Stephens Consulting, LLC 0.07% Reduce -20.4% 2,147 $203K
NFSG Corp 0.03% Add +0.5% 2,140 $203K
Warren Street Wealth Advisors, LLC 0.06% New 2,138 $203K
Tandem Capital Management Corp. 0.09% New 2,135 $202K
Verus Capital Partners, LLC 0.02% New 2,131 $202K
Manchester Capital Management LLC 0.03% Reduce -3.2% 2,129 $202K
Legacy Bridge, LLC 0.08% No change 2,095 $199K
Hager Investment Management Services, LLC 0.11% No change 2,089 $198K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.7% 2,063 $196K
Measured Wealth Private Client Group, LLC 0.05% New 2,054 $195K
TOWER TRUST & INVESTMENT Co 0.13% No change 2,006 $190K
South Plains Financial, Inc. 0.12% Reduce -13.0% 2,005 $190K
Old Second National Bank of Aurora 0.04% Reduce -3.1% 1,996 $189K
Osterweis Capital Management Inc. 0.01% No change 1,981 $188K
Bogart Wealth, LLC 0.01% Add +1.1% 1,939 $184K
Clear Investment Research, LLC 0.24% Add +0.1% 1,918 $182K
Summit Securities Group LLC 0.06% Add +156.2% 1,896 $180K
Tripletail Wealth Management, LLC 0.21% New 1,879 $180K
Ransom Advisory, Ltd 0.08% No change 1,866 $177K
Capital Advisors, Ltd. LLC 0.02% No change 1,850 $175K
Proathlete Wealth Management LLC 0.05% Add +0.6% 1,783 $169K
Caitong International Asset Management Co., Ltd 0.12% New 1,762 $167K
Catalyst Capital Advisors LLC 0.00% Add +27.8% 1,738 $165K
S.A. Mason LLC 0.07% Add +1.5% 1,733 $164K
Silvant Capital Management LLC 0.01% No change 1,727 $164K
RMG Wealth Management LLC 0.02% No change 1,672 $163K
Medallion Wealth Advisors, LLC 0.06% No change 1,703 $161K
Fortitude Family Office, LLC 0.04% Reduce -9.8% 1,675 $159K
MV Capital Management, Inc. 0.01% No change 1,653 $157K
Leonteq Securities AG 0.01% Add +106.1% 1,647 $156K
REAP Financial Group, LLC 0.03% Reduce -7.8% 1,607 $152K
Valley National Advisers Inc. 0.02% Add +3.1% 1,612 $152K
Harvest Fund Management Co., Ltd 0.01% No change 1,601 $152K
Gen-Wealth Partners Inc 0.05% Reduce -15.1% 1,592 $151K
Deseret Mutual Benefit Administrators 0.06% No change 1,558 $148K
Community Bank, N.A. 0.02% No change 1,550 $147K
Strategic Wealth Partners, Ltd. 0.01% Reduce -87.5% 1,536 $146K
Acima Private Wealth, LLC 0.04% No change 1,500 $142K
Financial Management Professionals, Inc. 0.01% Reduce -0.3% 1,497 $142K
Barrett & Company, Inc. 0.05% No change 1,486 $141K
Raiffeisen Bank International AG 0.00% Add +21.4% 1,488 $140K
Mark Sheptoff Financial Planning, LLC 0.07% Reduce -2.7% 1,450 $137K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,450 $137K
Harbor Investment Advisory, LLC 0.01% Reduce -15.7% 1,427 $135K
Sawyer & Company, Inc 0.05% Add +95.3% 1,449 $133K
Toth Financial Advisory Corp. 0.01% Add +0.3% 1,385 $131K
Center for Financial Planning, Inc. 0.01% Add +80.2% 1,359 $129K
Millstone Evans Group, LLC 0.08% No change 1,357 $129K
LMR Partners LLP 0.00% Add +33800.0% 1,356 $129K
Creative Financial Designs Inc. 0.01% Reduce -28.9% 1,343 $127K
TD Capital Management LLC 0.01% Add +0.4% 1,332 $126K
Smallwood Wealth Investment Management, LLC 0.06% No change 1,310 $124K
Main Street Group, LTD 0.04% No change 1,273 $121K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,270 $120K
JNBA Financial Advisors 0.01% No change 1,262 $120K
Quest 10 Wealth Builders, Inc. 0.11% Add +10.9% 1,252 $119K
Physician Wealth Advisors, Inc. 0.02% Add +281.0% 1,242 $118K
Financial Gravity Asset Management, Inc. 0.02% — 1,221 $116K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,200 $114K
Whittier Trust Co. 0.00% Reduce -20.8% 1,191 $113K
Horizon Financial Services, LLC 0.05% Add +850.4% 1,188 $113K
Cutler Capital Management, LLC 0.04% New 1,184 $112K
Vermillion & White Wealth Management Group, LLC 0.06% Add +4.6% 1,181 $112K
Trust Co 0.01% New 1,178 $112K
Proffitt & Goodson Inc. 0.02% No change 1,163 $110K
Rossby Financial, LCC 0.04% Add +27.0% 1,161 $110K
Roble, Belko & Company, Inc 0.01% No change 1,154 $109K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,143 $108K
Ostrum Asset Management 0.00% Reduce -3.1% 1,114 $106K
Bruce G. Allen Investments, LLC 0.08% Reduce -0.3% 1,113 $105K
Heartwood Wealth Advisors LLC 0.01% New 1,113 $105K
Stone House Investment Management, LLC 0.02% Add +0.6% 1,103 $105K
Hughes Financial Services, LLC 0.02% Reduce -0.9% 1,141 $104K
Vision Financial Markets LLC 0.09% No change 1,068 $101K
Bellevue Asset Management, LLC 0.05% Add +0.4% 1,067 $101K
Redwood Park Advisors LLC 0.07% Add +0.9% 1,037 $98K
S&T Bank 0.03% Add +47.9% 1,013 $96K
GW&K Investment Management, LLC 0.00% Add +4.5% 1,015 $96K
Hemington Wealth Management 0.01% Add +6.9% 1,012 $95K
Dagco, Inc. 0.02% No change 1,000 $95K
Root Financial Partners, LLC 0.01% New 980 $93K
American Capital Advisory, LLC 0.04% Add +0.4% 978 $93K
IAG Wealth Partners, LLC 0.01% Reduce -9.3% 974 $92K
Caldwell Sutter Capital, Inc. 0.04% Reduce -9.3% 969 $92K
Kennebec Savings Bank 0.08% Add +3.0% 958 $91K
Hopwood Financial Services, Inc. 0.06% No change 950 $90K
LRI Investments, LLC 0.01% No change 935 $89K
Richardson Financial Services Inc. 0.05% Add +52.9% 905 $86K
JFS Wealth Advisors, LLC 0.00% Add +41.4% 888 $84K
Roxbury Financial LLC 0.08% Add +0.8% 881 $84K
Plato Investment Management Ltd 0.01% No change 876 $82K
Chapman Financial Group, LLC 0.06% New 840 $80K
Global Wealth Strategies & Associates 0.02% New 821 $78K
Guerra Advisors Inc 0.03% New 820 $78K
Kozak & Associates, Inc. 0.02% Add +0.7% 844 $76K
Flagship Wealth Advisors, LLC 0.03% No change 800 $76K
Webster Bank, N. A. 0.01% No change 776 $74K
Hazlett, Burt & Watson, Inc. 0.03% Add +10.7% 767 $73K
Dunhill Financial, LLC 0.02% Add +67.8% 755 $72K
Boyd Watterson Asset Management LLC 0.02% Reduce -0.7% 746 $71K
Addison Advisors LLC 0.02% Reduce -9.9% 739 $70K
Canton Hathaway, LLC 0.01% No change 705 $67K
Wealth Watch Advisors, INC 0.03% New 704 $67K
North Capital, Inc. 0.05% Add +0.1% 691 $65K
Covestor Ltd 0.03% Reduce -12.4% 670 $63K
Western Pacific Wealth Management, LP 0.06% No change 665 $63K
Global Trust Asset Management, LLC 0.03% No change 663 $63K
Sachetta, LLC 0.02% Add +3.6% 663 $63K
Piscataqua Savings Bank 0.05% No change 640 $61K
Birchbrook, Inc. 0.03% No change 632 $60K
Transamerica Financial Advisors, LLC 0.01% Add +2428.0% 632 $60K
HighMark Wealth Management LLC 0.03% No change 622 $59K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 617 $58K
Chung Wu Investment Group, LLC 0.05% No change 600 $57K
Curat Global, LLC 0.05% No change 574 $55K
SOA Wealth Advisors, LLC. 0.01% Reduce -0.2% 584 $55K
Pacifica Partners Inc. 0.02% Add +300.0% 580 $55K
Darwin Wealth Management, LLC 0.02% No change 569 $54K
Greykasell Wealth Strategies, Inc. 0.02% No change 566 $54K
Capital Analysts, LLC 0.00% Add +0.2% 557 $53K
Tortoise Investment Management, LLC 0.00% Add +7.3% 557 $53K
Tompkins Financial Corp. 0.00% No change 555 $53K
Winch Advisory Services, LLC 0.01% Reduce -16.3% 551 $52K
Missouri Trust & Investment Co 0.02% No change 545 $52K
TruNorth Capital Management, LLC 0.01% No change 545 $52K
Financial Consulate, Inc. 0.01% New 543 $51K
WPG Advisers, LLC 0.04% No change 526 $50K
Investment Research & Advisory Group, Inc. 0.02% No change 504 $50K
CNB Bank 0.02% Add +10.4% 518 $49K
Tanglewood Legacy Advisors, LLC 0.02% No change 508 $48K
AllSquare Wealth Management LLC 0.03% Add +0.8% 504 $48K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $47K
Compagnie Lombard Odier SCmA 0.00% No change 500 $47K
Binnacle Investments Inc 0.03% Add +10.9% 490 $46K
BOK Financial Private Wealth, Inc. 0.00% Add +39.1% 487 $46K
Stuart Chaussee & Associates, Inc. 0.01% No change 485 $46K
Strategic Investment Solutions, Inc. 0.01% Reduce -1.1% 465 $44K
Beaird Harris Wealth Management, LLC 0.00% Add +2.2% 463 $44K
Meeder Asset Management Inc. 0.00% Add +45100.0% 452 $43K
Cetera Trust Company, N.A 0.02% No change 450 $43K
Murphy & Mullick Capital Management Corp 0.03% No change 448 $42K
Access Investment Management LLC 0.01% No change 441 $42K
Anfield Capital Management, LLC 0.01% Add +2.1% 439 $42K
Mb, Levis & Associates, LLC 0.02% Add +0.2% 424 $40K
Centerpoint Advisors, LLC 0.01% Add +20.1% 425 $40K
Perritt Capital Management Inc 0.02% Add +0.2% 419 $40K
TFC Financial Management, Inc. 0.01% No change 418 $40K
Loomis Sayles & Co. L P 0.00% Add +1.7% 415 $39K
IMG Wealth Management, Inc. 0.03% No change 409 $39K
First Community Trust NA 0.03% No change 400 $38K
Strive Asset Management, LLC 0.02% New 392 $37K
Accredited Wealth Management, LLC 0.03% Reduce -48.0% 203 $37K
Aster Capital Management (DIFC) Ltd 0.02% New 373 $35K
Chilton Capital Management LLC 0.00% Add +120.1% 361 $34K
Financial Connections Group, Inc. 0.01% No change 360 $34K
Steigerwald, Gordon & Koch Inc. 0.00% New 355 $34K
FWL Investment Management, LLC 0.01% No change 350 $33K
McIlrath & Eck, LLC 0.00% No change 350 $33K
Pension & Wealth Management Advisors, Inc. 0.01% No change 345 $33K
High Note Wealth, LLC 0.01% Add +0.6% 345 $33K
Evermay Wealth Management LLC 0.00% No change 340 $32K
Fourth Dimension Wealth, LLC 0.01% Reduce -39.6% 328 $31K
Activest Wealth Management 0.01% Add +5.2% 324 $31K
Nvwm, LLC 0.01% Reduce -1.5% 322 $31K
Advantage Trust Co 0.01% No change 321 $30K
Frazier Financial Advisors, LLC 0.02% Add +0.9% 321 $30K
YANKCOM Partnership 0.01% No change 319 $30K
Morton Brown Family Wealth, LLC 0.01% No change 314 $30K
Grey Fox Wealth Advisors, LLC 0.01% New 311 $29K
Cheviot Value Management, LLC 0.00% No change 305 $29K
Retirement Wealth Solutions LLC 0.02% Reduce -2.9% 301 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 300 $28K
CGC Financial Services, LLC 0.01% No change 293 $28K
Avion Wealth 0.01% Reduce -0.7% 287 $27K
Bell Investment Advisors, Inc 0.00% Reduce -7.7% 276 $26K
Tidemark, LLC 0.01% No change 272 $26K
Park Square Financial Group, LLC 0.11% Reduce -96.6% 271 $26K
Cloud Capital Management, LLC 0.01% New 274 $25K
Aspect Partners, LLC 0.01% Add +1.6% 259 $25K
Key Financial Inc 0.00% Reduce -4.8% 256 $24K
Prestige Wealth Management Group LLC 0.00% Reduce -0.4% 256 $24K
Miller Wealth Advisors, LLC 0.01% No change 250 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -87.7% 250 $24K
MPWM Advisory Solutions, LLC 0.01% No change 246 $23K
LFA - Lugano Financial Advisors SA 0.01% No change 246 $23K
Spurstone Advisory Services, LLC 0.33% No change 244 $23K
Clark Wealth Partners 0.01% No change 265 $23K
10Elms LLP 0.02% No change 242 $23K
Howard Hughes Medical Institute 0.01% No change 236 $22K
Solstein Capital, LLC 0.01% Reduce -8.5% 236 $22K
Quaker Wealth Management, LLC 0.01% No change 235 $22K
West Branch Capital LLC 0.01% Reduce -50.3% 235 $22K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 232 $22K
Wealth Preservation Advisors, LLC 0.01% No change 231 $22K
Wolff Wiese Magana LLC 0.01% Add +1.3% 230 $22K
WFA Asset Management Corp 0.01% No change 232 $21K
Cherry Tree Wealth Management, LLC 0.00% No change 212 $20K
Private Wealth Management Group, LLC 0.01% No change 211 $20K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -59.1% 202 $19K
CoreFirst Bank & Trust 0.01% No change 200 $19K
Washington Trust Advisors, Inc. 0.00% No change 200 $19K
Reyes Financial Architecture, Inc. 0.01% Reduce -63.3% 196 $19K
Riverview Trust Co 0.02% No change 194 $18K
Tower View Wealth Management LLC 0.01% Add +0.5% 192 $18K
Financial Network Wealth Advisors LLC 0.02% No change 192 $18K
Ameriflex Group, Inc. 0.01% Reduce -36.0% 192 $18K
Navigoe, LLC 0.01% No change 200 $18K
Creekmur Asset Management LLC 0.00% Add +0.5% 186 $18K
Kelleher Financial Advisors 0.00% New 185 $18K
Robinswood Financial LLC 0.01% New 180 $17K
Fairscale Capital, LLC 0.01% No change 162 $15K
Pineridge Advisors LLC 0.00% Add +16.4% 156 $15K
Westend Capital Management, LLC 0.00% No change 156 $15K
Financial Life Planners 0.01% New 154 $15K
Strategic Advocates LLC 0.00% New 153 $15K
Caitlin John, LLC 0.01% New 150 $14K
Evelyn Partners Investment Management Services Ltd 0.00% New 150 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 147 $14K
Painted Porch Advisors LLC 0.01% No change 145 $14K
AXS Investments LLC 0.00% New 144 $14K
Marquette Asset Management, LLC 0.00% New 144 $14K
Steph & Co. 0.00% No change 140 $13K
Kilter Group LLC 0.01% Add +30.4% 133 $13K
Lavaca Capital LLC 0.00% No change 122 $12K
Nemes Rush Group LLC 0.00% Reduce -15.8% 117 $11K
Logan Capital Management Inc. 0.00% Reduce -47.5% 116 $11K
SJS Investment Consulting Inc. 0.00% No change 115 $11K
True Wealth Design, LLC 0.00% Add +4.9% 107 $10K
Redmont Wealth Advisors LLC 0.01% No change 105 $10K
Wellington Shields Capital Management, LLC 0.00% No change 104 $10K
Bare Financial Services, Inc 0.00% Add +32.0% 103 $10K
Compass Financial Services Inc 0.00% Add +1.0% 101 $10K
Imprint Wealth LLC 0.03% — 100 $9K
Financial Freedom, LLC 0.00% No change 100 $9K
JDM Financial Group LLC 0.00% No change 100 $9K
Clean Yield Group 0.00% No change 100 $9K
Pittenger & Anderson Inc. 0.00% New 100 $9K
Noble Wealth Management PBC 0.00% — 96 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 95 $9K
Ogorek Anthony Joseph /NY/ 0.00% Add +4.0% 103 $9K
LGT Financial Advisors LLC 0.02% No change 87 $8K
Penserra Capital Management LLC 0.00% No change 93 $8K
Carolina Wealth Advisors, LLC 0.00% No change 81 $8K
Richard W. Paul & Associates, LLC 0.00% Reduce -22.0% 78 $7K
Nova Wealth Management, Inc. 0.01% No change 75 $7K
Lowe Wealth Advisors, LLC 0.00% No change 73 $7K
Principia Wealth Advisory, LLC 0.00% Add +15.0% 69 $7K
Rakuten Securities, Inc. 0.00% No change 68 $6K
Burkett Financial Services, LLC 0.00% Add +1.6% 63 $6K
Financial Perspectives, Inc 0.00% No change 58 $5K
WestEnd Advisors, LLC 0.00% New 50 $5K
PayPay Securities Corp 0.17% Add +117.4% 50 $5K
Raffa Wealth Management, LLC 0.00% Add +157.9% 49 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +29.4% 44 $4K
Tsfg, LLC 0.00% New 44 $4K
Elevation Wealth Partners, LLC 0.00% New 42 $4K
Valued Wealth Advisors LLC 0.00% No change 40 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 40 $4K
Texas Capital Bancshares Inc 0.00% New 37 $4K
Rialto Wealth Management, LLC 0.00% Add +5.9% 36 $3K
Winnacle Wealth LLC 0.00% New 34 $3K
Essential Partners LLC 0.00% Add +342.9% 31 $3K
Hollencrest Capital Management 0.00% No change 30 $3K
Trifecta Capital Advisors, LLC 0.00% No change 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% No change 20 $2K
Delos Wealth Advisors, LLC 0.00% No change 18 $2K
Strengthening Families & Communities, LLC 0.00% New 17 $2K
Orion Capital Management LLC 0.00% No change 14 $1K
Cornerstone Planning Group LLC 0.00% Reduce -98.2% 39 $1K
Crewe Advisors LLC 0.00% Reduce -36.8% 12 $1K
Avalon Trust Co 0.00% New 12 $1K
New Millennium Group LLC 0.00% Reduce -55.6% 12 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $1K
Mountain Hill Investment Partners Corp. 0.00% Add +10.0% 11 $1K
HFM Investment Advisors, LLC 0.00% No change 10 $948
DecisionPoint Financial, LLC 0.00% No change 10 $948
IMA Advisory Services, Inc. 0.00% No change 8 $758
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 7 $663
Hurley Capital, LLC 0.00% New 5 $474
Y.D. More Investments Ltd 0.00% Add +41.1% 199 $57

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