S&P GlobalSPGI

13F holders, Q2 2024 (June 30)
1,840holders +6
128new positions
119sold out
15famous investors
$446.11avg. 13F price*

At the end of Q2 2024, 1,840 institutions reported holding S&P Global Inc. (SPGI) in their 13F filings, up 6 from Q1 2024. 128 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($13.1B), BlackRock Inc. ($11.5B) and State Street Corp. ($6.3B). 15 famous investors held it, including Dev Kantesaria (19.1% of Valley Forge Capital Management's portfolio), Chris Hohn (11.3% of TCI Fund Management's portfolio) and Tom Gayner (0.7% of Markel Group's portfolio).

Company
S&P Global Inc.
Sector
Finance
CUSIP
78409V104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,834Q1 2024Q2 2024: 1,840Q2 2024Q3 2024: 1,934Q3 2024Q4 2024: 2,044Q4 2024Q1 2025: 2,080Q1 2025Q2 2025: 2,068Q2 2025Q3 2025: 2,058Q3 2025Q4 2025: 2,205Q4 2025Q1 2026: 2,127Q1 2026Q2 2026: 2,025Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions128$191.8M
Exits119$679.5M

All 13F filers, Q1 2024 → Q2 2024: 14,374,114 shares bought and 12,207,330 shares sold, net +2,166,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,840 holders

Vanguard Group Inc. 0.25% Add +2.2% 29,415,802 $13.1B
BlackRock Inc. 0.26% Add +5.9% 25,771,976 $11.5B
State Street Corp. 0.27% Reduce -0.1% 14,078,819 $6.3B
TCI Fund Management 11.33% Add +15.1% 10,400,077 $4.6B
Wellington Management Group LLP 0.68% Add +22.4% 8,575,939 $3.8B
Geode Capital Management, LLC 0.25% Add +1.3% 6,360,628 $2.8B
Capital International Investors 0.54% Add +1.9% 5,903,671 $2.6B
FMR LLC 0.16% Reduce -4.4% 5,595,771 $2.5B
Morgan Stanley 0.18% Add +1.1% 5,296,359 $2.4B
Bank of America Corp. 0.21% Add +2.7% 4,935,645 $2.2B
Norges Bank 0.27% Add +8.4% 4,035,431 $1.8B
Edgewood Management LLC 4.82% Add +7.8% 3,984,244 $1.8B
Invesco Ltd. 0.30% Add +2.1% 3,156,645 $1.4B
Northern Trust Corp. 0.22% Reduce -0.8% 2,886,556 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +34.5% 2,685,159 $1.2B
Goldman Sachs Group Inc. 0.23% Add +13.4% 2,682,573 $1.2B
Wells Fargo & Company 0.30% Reduce -0.6% 2,621,302 $1.2B
Ameriprise Financial Inc. 0.30% Add +13.5% 2,516,811 $1.1B
Parnassus Investments, LLC 2.31% Reduce -0.9% 2,380,667 $1.1B
T. Rowe Price Associates Inc. 0.12% Reduce -12.1% 2,298,550 $1.0B
Legal & General Group Plc 0.28% Reduce -1.8% 2,201,499 $981.9M
Amundi 0.37% Add +4.1% 2,141,764 $962.6M
Bank of New York Mellon Corp 0.18% Reduce -3.7% 2,129,857 $949.9M
Sustainable Growth Advisers, LP 4.18% Reduce -3.5% 2,121,903 $946.4M
Neuberger Berman Group LLC 0.74% Reduce -2.6% 2,016,548 $899.4M
Nuveen Asset Management, LLC 0.26% Reduce -3.6% 2,005,176 $894.3M
Cantillon Capital Management LLC 5.71% Reduce -7.6% 1,914,339 $853.8M
Charles Schwab Investment Management Inc. 0.16% Add +3.0% 1,910,397 $852.0M
Unisphere Establishment 7.63% No change 1,700,000 $758.2M
Valley Forge Capital Management 19.09% No change 1,655,561 $738.4M
Capital Research Global Investors 0.16% Add +172.5% 1,605,224 $715.9M
JPMorgan Chase & Co. 0.06% Reduce -28.0% 1,596,359 $712.0M
Royal Bank of Canada 0.17% Add +6.2% 1,568,280 $699.5M
Fayez Sarofim & Co 1.82% Add +3.6% 1,510,294 $673.6M
UBS Group AG 0.20% Add +11.6% 1,464,838 $653.3M
Clearbridge Investments, LLC 0.53% Add +1.4% 1,461,169 $651.7M
Mackenzie Financial Corp. 0.93% Add +4.3% 1,396,304 $622.8M
Ninety One UK Ltd 1.68% Add +0.7% 1,362,820 $607.8M
Rothschild & Co Wealth Management UK Ltd 9.83% Reduce -5.7% 1,293,564 $576.9M
Franklin Resources Inc. 0.17% Add +0.3% 1,245,645 $555.6M
Longview Partners (Guernsey) LTD 4.09% Reduce -11.7% 1,235,634 $551.1M
CIBC Private Wealth Group LLC 1.02% Reduce -0.4% 1,191,349 $543.1M
Capital World Investors 0.09% Reduce -38.2% 1,173,704 $523.5M
Newport Trust Company, LLC 1.29% Reduce -2.2% 1,149,337 $512.6M
Envestnet Asset Management Inc. 0.17% Add +3.2% 1,071,903 $478.1M
Millennium Management 0.40% Reduce -7.6% 1,038,499 $463.2M
Citadel Advisors 0.46% Reduce -32.1% 1,031,056 $459.9M
American Century Companies Inc. 0.28% Reduce -11.3% 1,027,725 $458.4M
Loomis Sayles & Co. L P 0.63% Add +5.8% 1,025,064 $457.2M
Baillie Gifford & Co. 0.35% Reduce -1.7% 1,007,901 $449.5M
Allen Investment Management, LLC 5.19% Add +6.1% 957,748 $427.2M
Deutsche Bank AG 0.18% Reduce -26.8% 913,846 $407.6M
Fiera Capital Corp 1.25% Reduce -6.1% 906,886 $404.5M
Allianz Asset Management GmbH 0.65% Reduce -11.7% 904,535 $403.4M
Barclays PLC 0.18% Reduce -11.0% 874,761 $390.1M
HSBC Holdings PLC 0.25% Add +3.3% 872,881 $388.9M
Bank of Montreal 0.11% Reduce -18.8% 838,368 $376.5M
Temasek Holdings (Private) Ltd 1.65% No change 794,791 $354.5M
Dimensional Fund Advisors LP 0.09% Add +7.3% 785,803 $350.5M
Brown Advisory Inc. 0.46% Reduce -3.1% 782,307 $348.9M
Farallon Capital Management, L.L.C. 2.10% Reduce -1.5% 781,934 $348.7M
Swedbank AB 0.46% Reduce -5.7% 779,473 $347.6M
Bank Julius Baer & Co. Ltd, Zurich 1.31% Reduce -8.3% 703,394 $342.1M
C WorldWide Group Holding A/S 3.67% Reduce -1.4% 760,611 $339.2M
Raymond James & Associates 0.22% Reduce -0.7% 752,276 $335.5M
Artisan Partners Limited Partnership 0.51% Reduce -26.9% 748,918 $334.0M
Mawer Investment Management Ltd. 1.55% Reduce -1.7% 735,250 $327.9M
CANADA LIFE ASSURANCE Co 0.61% Add +15.7% 728,138 $325.2M
Sumitomo Mitsui Trust Group, Inc. 0.24% Reduce -8.4% 722,266 $322.1M
California Public Employees Retirement System 0.23% Add +8.2% 702,335 $313.2M
Flossbach Von Storch SE 1.31% Add +4.3% 698,215 $311.4M
PNC Financial Services Group, Inc. 0.20% Reduce -3.0% 688,711 $307.2M
Lazard Asset Management LLC 0.41% Reduce -29.9% 683,853 $305.0M
First Manhattan Co. Llc. 0.93% Reduce -0.4% 647,499 $288.8M
Bessemer Group Inc. 0.49% Reduce -39.8% 627,384 $279.8M
Rhumbline Advisers 0.26% Reduce -2.2% 616,032 $274.8M
FIL Ltd 0.27% Reduce -12.2% 608,450 $271.4M
Findlay Park Partners LLP 2.56% Reduce -0.8% 608,220 $271.3M
AustralianSuper Pty Ltd 1.53% No change 597,187 $266.3M
Corient Private Wealth LP 0.46% Add +7.1% 586,697 $261.7M
Brown Brothers Harriman & Co. 1.93% Reduce -2.1% 575,533 $256.7M
Alecta Tjanstepension Omsesidigt 1.43% No change 575,000 $256.6M
Stifel Financial Corp. 0.27% Add +8.1% 540,048 $240.9M
USS Investment Management Ltd 1.91% Add +7.7% 535,428 $238.9M
Macquarie Group Ltd. 0.27% Reduce -0.9% 522,435 $233.0M
California State Teachers Retirement System 0.28% Reduce -1.1% 514,614 $229.5M
New York State Common Retirement Fund 0.30% Reduce -1.1% 504,143 $224.8M
Comgest Global Investors S.A.S. 3.08% Reduce -0.3% 503,536 $224.6M
National Pension Service 0.26% Add +1.7% 501,383 $223.6M
ProShare Advisors LLC 0.59% Add +11.1% 492,829 $219.8M
Rathbones Group PLC 1.20% Add +3.5% 492,399 $219.6M
Russell Investments Group, Ltd. 0.35% Reduce -3.2% 490,941 $219.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.26% Add +11.1% 484,279 $216.0M
Manufacturers Life Insurance Company, The 0.20% Reduce -4.1% 480,121 $214.1M
Aberdeen Group plc 0.40% Add +1.0% 473,182 $211.0M
Nordea Investment Management AB 0.25% Add +8.4% 474,365 $210.8M
Fred Alger Management, LLC 1.01% Add +14.8% 464,457 $207.1M
ABN AMRO Bank N.V. 3.13% Add +0.3% 459,775 $207.0M
Assenagon Asset Management S.A. 0.51% Add +352.2% 463,383 $206.7M
BLS Capital Fondsmaeglerselskab A/S 6.16% Reduce -5.3% 461,696 $205.9M
BNP Paribas Financial Markets 0.22% Add +49.7% 452,047 $201.6M
Allspring Global Investments Holdings, LLC 0.32% Reduce -0.8% 444,899 $198.4M
Stonehage Fleming Financial Services Holdings Ltd 5.24% Add +34.4% 439,415 $196.0M
Canada Pension Plan Investment Board 0.19% Add +91.7% 425,760 $189.9M
B. Metzler seel. Sohn & Co. AG 1.82% Add +49.3% 422,670 $188.5M
Citigroup Inc. 0.18% Add +22.7% 412,065 $183.8M
Alliancebernstein L.P. 0.06% Reduce -2.4% 410,943 $183.3M
Aviva PLC 0.52% Add +10.5% 410,542 $183.1M
Holocene Advisors, LP 0.76% Add +17.2% 409,569 $182.7M
Ensign Peak Advisors, Inc 0.33% Reduce -16.6% 406,856 $181.5M
Atalan Capital Partners, LP 16.84% Reduce -1.2% 405,000 $180.6M
Intermede Investment Partners Ltd 3.74% Reduce -6.3% 396,474 $176.8M
Sei Investments Co. 0.25% Reduce -3.8% 393,747 $175.6M
Prudential Financial Inc. 0.26% Reduce -35.9% 389,670 $173.8M
Marshall Wace, LLP 0.25% Add +28.9% 389,308 $173.6M
Carmignac Gestion 2.97% Reduce -16.0% 388,191 $173.2M
DF Dent & Co. Inc. 2.24% Reduce -3.0% 387,754 $172.9M
Menora Mivtachim Holdings LTD. 1.17% Add +2.6% 385,133 $171.8M
TCW Group Inc. 1.53% Add +2.5% 383,896 $171.2M
Haverford Trust Co 1.80% Reduce -2.1% 383,268 $170.9M
PineStone Asset Management Inc. 1.79% Add +31.8% 378,379 $168.8M
Principal Financial Group Inc. 0.09% Reduce -52.4% 350,281 $156.2M
OMERS ADMINISTRATION Corp 1.45% Reduce -19.7% 338,009 $150.8M
Two Sigma Investments, LP 0.35% Reduce -29.1% 322,663 $143.9M
Robeco Institutional Asset Management B.V. 0.31% Reduce -6.4% 321,153 $143.2M
Korea Investment CORP 0.36% Add +16.3% 319,778 $142.6M
Railway Pension Investments Ltd 1.70% Reduce -15.7% 319,700 $142.6M
CCLA Investment Management 2.20% Add +1.0% 317,942 $142.5M
Lord, Abbett & Co. LLC 0.46% Reduce -16.8% 315,708 $140.8M
CI Investments Inc. 0.55% Reduce -19.5% 314,301 $140.2M
State Board of Administration of Florida Retirement System 0.27% Reduce -14.6% 308,906 $137.8M
Adage Capital Partners Gp, L.L.C. 0.25% Add +9.7% 302,020 $134.7M
Skye Global Management LP 3.01% Reduce -5.7% 298,000 $132.9M
Gates Capital Management, Inc. 3.87% No change 287,554 $128.2M
Point72 Asset Management 0.42% Add +100.8% 287,500 $128.2M
US Bancorp \de 0.17% Add +4.0% 282,285 $125.9M
New York State Teachers Retirement System 0.26% Reduce -4.3% 281,020 $125.3M
Janus Henderson Group PLC 0.07% Add +6.5% 275,528 $122.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.40% Reduce -7.4% 275,125 $122.7M
Baird Financial Group, Inc. 0.25% Add +1.4% 269,002 $120.0M
Raymond James Financial Services Advisors, Inc. 0.17% Add +1.9% 268,093 $119.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% Add +28.1% 267,209 $119.2M
National Bank of Canada 0.18% Add +12.4% 264,481 $118.0M
Voloridge Investment Management, LLC 0.43% Add +210.8% 261,993 $116.8M
Douglass Winthrop Advisors, LLC 2.35% Reduce -0.4% 258,490 $115.3M
KBC Group NV 0.35% Add +3.4% 257,113 $114.7M
DNB Asset Management AS 0.54% Reduce -7.1% 254,287 $113.4M
Milestone Resources Group Ltd 3.88% No change 254,269 $113.4M
Nomura Asset Management Co. Ltd. 0.39% Add +6.5% 253,752 $113.3M
D. E. Shaw & Co. 0.17% Reduce -24.3% 252,435 $112.6M
Mitsubishi UFJ Trust & Banking Corp 0.27% Reduce -10.7% 251,036 $112.0M
Credit Agricole S A 0.69% Add +1162.6% 250,832 $111.9M
Victory Capital Management Inc. 0.11% Add +6.3% 246,421 $109.9M
Manning & Napier Advisors LLC 1.23% — 243,928 $108.8M
Focus Partners Wealth 0.36% Add +3368.4% 240,397 $107.2M
Select Equity Group, L.P. 0.42% Add +43.4% 237,500 $105.9M
Nissay Asset Management Corp. /Japan 0.70% Add +22.4% 236,643 $105.5M
LPL Financial LLC 0.05% Add +5.2% 231,179 $103.1M
Federated Hermes, Inc. 0.24% Reduce -1.3% 229,786 $102.5M
STRS Ohio 0.40% Reduce -1.9% 229,700 $102.4M
Storebrand Asset Management As 0.33% Add +0.3% 225,384 $100.5M
Locust Wood Capital Advisers, LLC 3.69% Add +5.9% 224,372 $100.1M
Mercer Global Advisors Inc. 0.27% Add +2.5% 218,520 $97.5M
Man Group plc 0.26% Add +39.3% 217,682 $97.1M
Compagnie Lombard Odier SCmA 1.62% Add +4.4% 215,296 $96.0M
DekaBank Deutsche Girozentrale 0.17% Add +8.0% 213,499 $95.7M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Add +42.0% 213,052 $95.0M
James Hambro & Partners LLP 4.40% Add +6.5% 212,297 $94.7M
Caisse de depot et placement du Quebec 0.23% Reduce -32.3% 211,674 $94.4M
Massachusetts Financial Services Co. 0.03% Reduce -1.6% 210,564 $93.9M
Bridges Investment Management Inc. 1.41% Add +157.8% 207,321 $92.5M
Natixis Advisors, LLC 0.19% Add +9.1% 200,492 $89.4M
Abn Amro Investment Solutions 1.59% Reduce -8.4% 196,234 $87.5M
Schroder Investment Management Group 0.10% Add +85.3% 193,594 $86.3M
Blair William & Co. 0.26% Add +0.6% 190,083 $84.8M
Confluence Investment Management LLC 1.21% Reduce -1.3% 187,449 $83.6M
State of Tennessee, Department of Treasury 0.31% Add +4.0% 186,866 $83.3M
Vontobel Holding Ltd. 0.27% Reduce -2.0% 186,816 $83.3M
Riverbridge Partners LLC 1.11% Reduce -1.8% 183,829 $82.0M
Skandinaviska Enskilda Banken AB (publ) 0.38% Add +3.8% 179,725 $80.2M
Qube Research & Technologies Ltd 0.15% Reduce -78.4% 178,955 $79.8M
State of Wisconsin Investment Board 0.21% Reduce -4.9% 178,196 $79.5M
Crawford Investment Counsel Inc. 1.51% Add +2.6% 177,622 $79.2M
Panagora Asset Management Inc. 0.40% Add +30.7% 177,612 $79.2M
Johnson Investment Counsel Inc. 0.83% Reduce -3.5% 177,289 $79.1M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -1.8% 175,096 $78.1M
Alkeon Capital Management LLC 0.39% No change 169,700 $75.7M
Pictet Asset Management Holding SA 0.09% Reduce -3.6% 168,705 $75.2M
Nicholas Company, Inc. 1.23% No change 165,475 $73.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.44% Add +38.5% 163,540 $72.9M
Schwartz Investment Counsel Inc. 2.69% Add +0.1% 162,550 $72.5M
Truist Financial Corp. 0.11% Reduce -5.5% 162,354 $72.4M
Keybank National Association 0.30% Reduce -1.9% 161,741 $72.1M
HighTower Advisors, LLC 0.11% Add +0.5% 161,483 $72.0M
Bristol John W & Co. Inc. 1.17% Reduce -1.9% 161,332 $72.0M
Bowen Hanes & Co. Inc. 1.99% Reduce -2.4% 161,233 $71.9M
Perpetual Ltd 0.78% Reduce -15.9% 161,129 $71.9M
Handelsbanken Fonder AB 0.31% Reduce -18.9% 160,566 $71.6M
Danske Bank A/S 0.26% Reduce -53.2% 160,090 $71.4M
Toronto Dominion Bank 0.11% Reduce -15.8% 159,333 $71.1M
Two Sigma Advisers, LP 0.16% Reduce -33.9% 155,943 $69.6M
TD Asset Management Inc 0.06% Add +0.3% 154,924 $69.1M
Royal London Asset Management Ltd. 0.18% Add +0.0% 154,552 $68.9M
Junto Capital Management LP 1.49% New 151,673 $67.6M
Markel Group 0.66% No change 150,690 $67.2M
Asset Management One Co., Ltd. 0.25% Reduce -2.0% 147,373 $65.7M
Cerity Partners LLC 0.18% Reduce -10.1% 147,156 $65.6M
Public Employees Retirement System of Ohio 0.25% Reduce -7.0% 143,792 $64.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.71% No change 143,782 $64.1M
Gabelli Funds LLC 0.49% Reduce -4.0% 143,037 $63.8M
HM Payson & Co. 1.15% Add +2.9% 142,353 $63.5M
Van Lanschot Kempen Investment Management N.V. 0.70% Add +6.8% 139,215 $62.1M
Treasurer of the State of North Carolina 0.26% Reduce -2.7% 138,177 $61.6M
GW&K Investment Management, LLC 0.55% Reduce -2.1% 135,266 $60.3M
Delta Asset Management LLC 5.44% Reduce -0.9% 134,925 $60.2M
Vancity Investment Management Ltd 3.78% Add +165.4% 139,572 $59.7M
Worldquant Millennium Advisors LLC 0.54% Add +32.3% 132,013 $58.9M
Mn Services Vermogensbeheer B.V. 0.41% Reduce -2.2% 128,065 $57.1M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -3.6% 128,028 $57.1M
Cullinan Associates Inc. 3.22% Reduce -0.2% 127,600 $56.9M
Cercano Management LLC 1.50% No change 126,414 $56.4M
Marathon Asset Management Ltd 1.76% Reduce -5.6% 125,777 $56.1M
Westfield Capital Management Co. LP 0.27% Reduce -1.9% 124,779 $55.7M
Sather Financial Group Inc 3.85% Add +2.3% 124,597 $55.6M
Ninety One North America, Inc. 2.80% Reduce -11.2% 124,506 $55.5M
Clark Capital Management Group, Inc. 0.41% Reduce -0.9% 123,592 $55.1M
Great Lakes Advisors, LLC 0.48% Reduce -1.8% 121,904 $54.4M
Bartlett & Co. Wealth Management LLC 0.82% Reduce -1.1% 120,938 $53.9M
Candriam S.C.A. 0.33% Reduce -11.0% 120,485 $53.7M
State of New Jersey Common Pension Fund D 0.23% Reduce -35.7% 119,337 $53.2M
Vaughan David Investments LLC 1.33% Reduce -0.1% 117,968 $52.6M
Bowie Capital Management, LLC 3.37% Add +20.9% 115,345 $51.4M
Fifth Third Bancorp 0.20% Reduce -3.1% 115,018 $51.3M
Voya Investment Management LLC 0.06% Reduce -5.9% 114,826 $51.2M
Bank of Nova Scotia 0.10% Reduce -33.8% 114,692 $51.1M
United Capital Financial Advisors, LLC 0.44% Reduce -11.3% 114,190 $50.9M
Rafferty Asset Management, LLC 0.19% Reduce -0.4% 112,583 $50.2M
D.A. Davidson & Co. 0.44% Add +0.8% 112,249 $50.1M
Segment Wealth Management, LLC 3.60% Reduce -0.4% 109,363 $48.8M
Vest Financial, LLC 1.15% Add +28.9% 107,591 $48.0M
Cibc World Market Inc. 0.12% Add +112.8% 107,444 $47.9M
Howland Capital Management LLC 2.28% Add +0.3% 107,095 $47.8M
Hudson Way Capital Management LLC 6.54% Add +23.3% 106,256 $47.4M
EP Wealth Advisors, LLC 0.50% Add +3.8% 105,910 $47.2M
Cypress Funds LLC 6.32% Reduce -30.6% 105,613 $47.1M
Curi Capital, LLC 1.12% Reduce -1.1% 104,919 $46.8M
Resona Asset Management Co.,Ltd. 0.28% Reduce -4.9% 104,051 $46.5M
Norinchukin Bank, The 1.32% Add +2.3% 103,330 $46.1M
Capital Group Private Client Services, Inc. 0.46% Reduce -1.0% 103,212 $46.0M
Comerica Bank 0.19% Add +0.0% 102,665 $45.8M
Sandhill Capital Partners LLC 3.50% Reduce -1.0% 102,406 $45.7M
Ironvine Capital Partners, LLC 4.94% Reduce -0.1% 101,185 $45.1M
Birch Hill Investment Advisors LLC 2.17% Add +6.5% 100,494 $44.8M
Quilter Plc 1.00% Add +7.9% 99,518 $44.4M
Calamos Advisors LLC 0.31% Reduce -1.6% 99,282 $44.3M
Cumberland Partners Ltd 3.21% Reduce -1.9% 98,979 $44.1M
Zurich Insurance Group Ltd 0.38% Add +170.5% 98,938 $44.1M
Tredje AP-fonden 0.42% Add +6.0% 98,650 $44.0M
Alta Capital Management LLC/ 2.68% Reduce -7.7% 95,487 $42.6M
Nan Shan Life Insurance Co., Ltd. 0.99% Add +14.9% 94,158 $42.0M
AXA S.A. 0.12% Add +1.4% 92,876 $41.4M
Arizona State Retirement System 0.28% Reduce -0.1% 92,845 $41.4M
Corebridge Financial, Inc. 0.23% — 92,685 $41.3M
Bridgewater Associates 0.22% Add +12.0% 92,525 $41.3M
Jia Investment Alliance Pte. LTD. 4.35% No change 91,400 $40.8M
Cetera Investment Advisers 0.09% Add +0.3% 89,562 $39.9M
Aristotle Atlantic Partners, LLC 1.27% Reduce -0.3% 88,059 $39.3M
State of Michigan Retirement System 0.20% Reduce -0.5% 87,653 $39.1M
Varma Mutual Pension Insurance Co 0.31% Reduce -4.5% 85,507 $38.1M
Mediolanum International Funds Ltd 0.62% Reduce -0.5% 90,796 $38.1M
MetLife Investment Management, LLC 0.23% Add +11.8% 85,255 $38.0M
Aureus Asset Management, LLC 2.66% Reduce -2.0% 85,222 $38.0M
Ossiam 0.71% Add +95.1% 84,564 $37.7M
Nisa Investment Advisors, LLC 0.24% Reduce -4.6% 84,166 $37.5M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.4% 84,001 $37.5M
Lionstone Capital Management LLC 9.57% No change 84,000 $37.5M
Regions Financial Corp. 0.28% Reduce -1.9% 83,973 $37.5M
NS Partners Ltd 1.70% Reduce -0.5% 83,807 $37.4M
Bradley Foster & Sargent Inc. 0.67% Add +9.5% 83,794 $37.4M
Susquehanna International Group, LLP 0.07% Reduce -27.0% 83,650 $37.3M
Benjamin F. Edwards & Company, Inc. 0.63% Add +1.2% 80,739 $36.0M
Ycg, LLC 2.90% Add +0.4% 79,726 $35.6M
Crestwood Advisors Group, LLC 0.73% Add +1.7% 79,101 $35.3M
Teacher Retirement System of Texas 0.20% Add +1.9% 77,806 $34.7M
Federation des caisses Desjardins du Quebec 0.18% Add +24.9% 76,039 $33.9M
Dearborn Partners LLC 1.44% Reduce -0.5% 74,814 $33.4M
Greenleaf Trust 0.31% Add +21.1% 73,605 $32.8M
1832 Asset Management L.P. 0.06% Reduce -10.2% 73,100 $32.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -43.2% 73,098 $32.6M
iA Global Asset Management Inc. 0.62% Add +2.5% 72,758 $32.5M
Retirement Systems of Alabama 0.12% Reduce -0.4% 70,611 $31.5M
Formuepleje A/S 1.74% Add +110.0% 70,430 $31.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Reduce -0.3% 70,310 $31.4M
Tybourne Capital Management (hk) Ltd. 6.29% Reduce -4.3% 69,306 $30.9M
Erste Asset Management GmbH 0.41% Reduce -24.3% 69,042 $30.9M
Forsta Ap-Fonden 0.27% Reduce -7.3% 68,985 $30.8M
Mariner, LLC 0.06% Add +16.9% 68,878 $30.7M
Weitz Investment Management, Inc. 1.61% No change 68,875 $30.7M
Park National Corp. 1.09% Add +13.7% 66,429 $29.6M
Gateway Investment Advisers LLC 0.33% Reduce -10.3% 65,991 $29.4M
Polar Capital Holdings Plc 0.17% Add +12.3% 65,833 $29.4M
Oppenheimer Asset Management Inc. 0.37% Add +41.0% 64,945 $29.0M
IFM Investors Pty Ltd 0.29% Reduce -0.7% 64,458 $28.7M
Amalgamated Bank 0.24% Reduce -4.0% 64,337 $28.7M
EULAV Asset Management 0.77% Reduce -3.0% 64,192 $28.6M
BI Asset Management Fondsmaeglerselskab A/S 0.47% Reduce -26.0% 63,796 $28.5M
Canoe Financial LP 0.53% No change 66,784 $28.4M
Janney Montgomery Scott LLC 0.09% Reduce -2.3% 63,005 $28.1M
AE Wealth Management LLC 0.28% Add +5.7% 62,081 $27.7M
Yousif Capital Management, LLC 0.31% Add +2.3% 61,925 $27.6M
Cibc World Markets Corp. 0.18% Reduce -26.4% 61,389 $27.4M
Cresset Asset Management, LLC 0.12% Add +10.7% 61,233 $27.3M
Czech National Bank 0.31% Add +7.9% 60,999 $27.2M
Whittier Trust Co. 0.38% Add +3.7% 60,636 $27.0M
M&T Bank Corp 0.09% Add +43.7% 60,207 $26.9M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.8% 58,305 $26.0M
Teachers Retirement System of the State of Kentucky 0.23% Reduce -4.6% 58,130 $25.9M
Walleye Capital LLC 0.29% Add +30.2% 56,890 $25.4M
Onex Canada Asset Management Inc. 2.86% Add +4.8% 56,275 $25.1M
CIBC Asset Management Inc 0.09% Reduce -4.8% 56,093 $25.0M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -4.7% 56,039 $25.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.28% — 55,100 $24.6M
Public Sector Pension Investment Board 0.15% Add +7.3% 54,314 $24.2M
Titan Global Capital Management USA LLC 3.81% Reduce -1.1% 53,572 $23.9M
Pathstone Holdings, LLC 0.11% Reduce -1.3% 53,392 $23.8M
Rockefeller Capital Management L.P. 0.07% Add +11.2% 53,333 $23.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.23% No change 52,800 $23.5M
Boston Family Office LLC 1.68% Add +1.8% 52,270 $23.3M
Utah Retirement Systems 0.27% Reduce -6.2% 51,582 $23.0M
RBF Capital, LLC 1.30% No change 50,000 $22.3M
Pittenger & Anderson Inc. 0.92% Add +0.1% 49,956 $22.3M
Commonwealth Equity Services, LLC 0.04% Add +3.1% 49,946 $22.3M
Equitable Trust Co. 1.51% Reduce -8.4% 49,291 $22.0M
Granite Investment Partners, LLC 0.91% Reduce -1.6% 49,263 $22.0M
New York Life Investment Management LLC 0.22% Add +0.5% 48,821 $21.8M
Laurus Global Equity Management Inc. 8.80% No change 34,880 $21.3M
BNP Paribas 1.05% Add +6.6% 47,002 $20.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% Add +2.5% 46,762 $20.9M
Bank Pictet & Cie (Europe) AG 0.51% No change 46,666 $20.8M
OAKMONT Corp 4.55% Add +41.3% 46,331 $20.7M
Orion Porfolio Solutions, LLC 0.22% Reduce -6.0% 46,146 $20.6M
Orion Portfolio Solutions, LLC 0.22% Reduce -6.0% 46,146 $20.6M
WASHINGTON TRUST Co 0.75% Reduce -3.1% 46,103 $20.6M
Ethic Inc. 0.48% Add +4.4% 45,965 $20.5M
King Luther Capital Management Corp. 0.09% Add +12.3% 45,925 $20.5M
Pinnacle Financial Partners Inc 0.44% Reduce -10.8% 45,899 $20.5M
Creative Planning 0.02% Add +7.3% 45,648 $20.4M
Xponance LLC 0.21% Reduce -6.3% 45,294 $20.2M
Factory Mutual Insurance Co. 0.23% Reduce -1.5% 44,900 $20.0M
Public Employees Retirement Association of Colorado 0.08% Reduce -3.9% 44,575 $19.9M
Prana Capital Management, LP 0.94% Reduce -61.0% 44,431 $19.8M
Baron Capital (BAMCO) 0.06% Add +21.3% 44,011 $19.6M
Acadian Asset Management LLC 0.06% Add +108.2% 43,865 $19.6M
Snowden Capital Advisors LLC 0.59% Add +0.5% 43,781 $19.5M
Exencial Wealth Advisors, LLC 0.73% Reduce -5.1% 43,647 $19.5M
Swiss Life Asset Management Ltd 0.23% Add +7.8% 43,008 $19.2M
O'shaughnessy Asset Management, LLC 0.20% Add +23.6% 42,885 $19.1M
Kornitzer Capital Management Inc. 0.36% Reduce -1.9% 42,607 $19.0M
Jane Street Group, LLC 0.02% Reduce -28.9% 42,578 $19.0M
Peak Asset Management, LLC 3.71% Add +0.4% 42,485 $18.9M
SG Americas Securities, LLC 0.12% Reduce -61.2% 42,364 $18.9M
Maple Capital Management, Inc. 1.52% Add +1.6% 42,143 $18.8M
Capital International Sarl 0.56% Add +5.2% 41,372 $18.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 40,479 $18.1M
Osaic Holdings, Inc. 0.04% Reduce -12.8% 40,445 $18.1M
Mutual of America Capital Management LLC 0.20% Reduce -4.2% 40,368 $18.0M
M&G PLC 0.12% Reduce -17.6% 40,158 $17.9M
Troy Asset Management Ltd 0.58% No change 40,132 $17.9M
Interval Partners, LP 0.52% Add +86.0% 40,094 $17.9M
Bleichroeder LP 5.31% No change 40,000 $17.8M
Rokos Capital Management LLP 0.41% Reduce -49.8% 38,922 $17.4M
AMF Tjanstepension AB 0.13% No change 38,698 $17.3M
Raub Brock Capital Management LP 3.76% Reduce -1.4% 38,562 $17.2M
Los Angeles Capital Management LLC 0.06% Reduce -24.9% 38,532 $17.2M
Meiji Yasuda Asset Management Co Ltd. 0.69% Add +25.8% 37,964 $16.9M
Daiwa Securities Group Inc. 0.09% Add +10.2% 37,789 $16.9M
Capital International, Inc. 0.22% Reduce -3.1% 37,023 $16.5M
APG Asset Management N.V. 0.03% Add +221.2% 39,209 $16.3M
Smith Salley Wealth Management 1.15% Add +5.8% 35,974 $16.0M
Renaissance Technologies 0.03% Reduce -70.6% 35,622 $15.9M
Banco Santander, S.A. 0.20% Add +140.5% 35,347 $15.8M
Montag & Caldwell, LLC 3.16% Reduce -4.9% 35,106 $15.7M
State of Alaska, Department of Revenue 0.17% Reduce -0.1% 34,811 $15.5M
Agf Management Ltd. 0.09% Add +2.0% 34,518 $15.4M
Round Hill Asset Management 9.74% Reduce -2.0% 34,238 $15.3M
Glenmede Trust Co. NA 0.08% Add +106.8% 33,853 $15.1M
Prudential PLC 0.10% Add +5.5% 33,774 $15.1M
Steward Partners Investment Advisory, LLC 0.16% Add +2.3% 33,561 $15.0M
Fiduciary Trust Co 0.22% Add +10.9% 32,682 $14.6M
Dock Street Asset Management Inc. 2.02% Reduce -3.2% 32,408 $14.5M
Jump Financial, LLC 0.29% Add +47.9% 32,325 $14.4M
Eastern Bank 0.58% Add +1.2% 32,252 $14.4M
Ofi Invest Asset Management 0.38% Add +54.4% 34,538 $14.4M
Cwm, LLC 0.07% Reduce -2.6% 31,948 $14.2M
AQR Capital Management 0.02% Add +35.4% 31,837 $14.1M
Professional Advisory Services Inc. 1.78% Add +0.3% 31,619 $14.1M
Covington Investment Advisors Inc. 2.24% Reduce -0.8% 31,282 $14.0M
Atria Investments, Inc 0.18% Add +2.3% 30,928 $13.8M
Cullen/Frost Bankers, Inc. 0.20% Add +74.3% 30,441 $13.6M
Envestnet Portfolio Solutions, Inc. 0.05% Add +4.9% 30,014 $13.4M
Jackson Hill Advisors, LLC 7.34% No change 30,000 $13.4M
Guggenheim Capital LLC 0.10% Reduce -18.4% 29,955 $13.4M
Progressive Investment Management Corp 3.54% Reduce -1.6% 29,915 $13.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -60.8% 29,637 $13.3M
Wealthfront Advisers LLC 0.04% Reduce -3.0% 29,787 $13.3M
Tiaa Trust, National Association 0.04% Reduce -57.5% 29,696 $13.2M
Bailard, Inc. 0.36% Reduce -0.1% 29,655 $13.2M
Elo Mutual Pension Insurance Co 0.31% Reduce -0.7% 29,386 $13.1M
Vanguard Personalized Indexing Management, LLC 0.25% Add +7.2% 29,226 $13.0M
First Financial Bankshares Inc 0.30% Reduce -0.8% 29,224 $13.0M
TD Waterhouse Canada Inc. 0.12% Add +8.7% 29,040 $13.0M
Claar Advisors LLC 4.13% No change 28,809 $12.8M
Nomura Holdings Inc. 0.08% Reduce -12.8% 28,545 $12.7M
Edmond DE Rothschild Holding S.A. 0.22% Add +7.2% 28,532 $12.7M
Pictet North America Advisors SA 1.38% Add +3.7% 28,397 $12.7M
Moran Wealth Management, LLC 0.42% Add +2.9% 28,292 $12.6M
Dupont Capital Management Corp. 1.10% No change 28,249 $12.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.61% No change 30,250 $12.6M
Huntington National Bank 0.13% Reduce -6.2% 28,185 $12.6M
Transcend Capital Advisors, LLC 0.91% Add +8.2% 28,183 $12.6M
Payden & Rygel Investment Group 1.01% Reduce -46.2% 28,100 $12.5M
Payden & Rygel 1.01% Reduce -46.2% 28,100 $12.5M
Commerce Bank 0.08% Reduce -5.9% 27,878 $12.4M
Pacer Advisors, Inc. 0.03% Add +25.9% 27,577 $12.3M
Peapack Gladstone Financial Corp. 0.19% Reduce -1.0% 27,512 $12.3M
MML Investors Services, LLC 0.05% Reduce -14.8% 27,500 $12.3M
Oregon Public Employees Retirement Fund 0.24% Add +0.1% 27,489 $12.3M
Capital International Ltd. 0.55% Add +0.9% 26,950 $12.0M
Rockland Trust Co. 0.63% Add +1.0% 26,831 $12.0M
Logan Capital Management Inc. 0.52% Reduce -2.3% 26,783 $11.9M
Wedgewood Partners Inc. 2.44% Reduce -2.0% 24,644 $11.9M
Bellecapital International Ltd. 2.56% Reduce -1.4% 26,736 $11.9M
Community Trust & Investment Co. 0.80% Reduce -1.4% 26,254 $11.7M
Gulf International Bank (UK) Ltd 0.29% Reduce -3.4% 26,173 $11.7M
Haverford Financial Services, Inc. 3.47% Reduce -0.4% 25,934 $11.6M
LGT Fund Management Co Ltd. 1.43% Add +2460.1% 25,601 $11.4M
GDS Wealth Management 1.25% Add +12.4% 25,557 $11.4M
Glenview Trust Co 0.23% Add +0.6% 25,472 $11.4M
Highland Capital Management, LLC 0.67% Add +2.6% 25,387 $11.3M
Daiichi Life Insurance Co., Ltd. 0.27% Reduce -33.1% 25,259 $11.3M
Mizuho Securities USA LLC 0.24% New 24,682 $11.0M
Greenwood Capital Associates LLC 1.44% New 24,561 $11.0M
Maryland State Retirement & Pension System 0.20% Reduce -1.5% 24,395 $10.9M
Campbell Newman Asset Management Inc. 0.87% Reduce -1.7% 24,340 $10.9M
LBP Am SA 0.45% Add +9.4% 24,334 $10.9M
Crossmark Global Holdings, Inc. 0.21% Reduce -4.5% 24,156 $10.8M
Kentucky Retirement Systems 0.31% Reduce -1.1% 24,122 $10.8M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -54.7% 24,090 $10.7M
Captrust Financial Advisors 0.03% Add +5.3% 24,072 $10.7M
Calamos Wealth Management LLC 0.58% Add +2.7% 23,999 $10.7M
GAMCO Investors 0.12% Reduce -4.2% 23,982 $10.7M
Meiji Yasuda Life Insurance Co 0.21% Add +9.6% 23,920 $10.7M
Bokf, NA 0.19% Reduce -14.7% 23,907 $10.7M
Hantz Financial Services, Inc. 0.20% Reduce -3.9% 23,867 $10.6M
Central Bank & Trust Co. 1.46% Reduce -0.5% 23,589 $10.5M
Avantax Advisory Services, Inc. 0.07% Add +163.3% 23,525 $10.5M
BLB&B Advisors, LLC 0.57% Add +2.1% 23,481 $10.5M
AMS Capital Ltda 2.18% No change 23,394 $10.4M
Middleton & Co. Inc. 1.20% Reduce -3.3% 23,250 $10.4M
Whittier Trust Co. of Nevada Inc. 0.29% Add +1.3% 23,186 $10.3M
Sanctuary Advisors, LLC 0.07% — 24,505 $10.2M
Girard Partners LTD. 0.96% Reduce -0.1% 22,805 $10.2M
MBB Public Markets I LLC 0.21% Add +2039.0% 22,738 $10.1M
PYA Waltman Capital, LLC 3.69% Add +0.7% 22,545 $10.1M
Advisors Asset Management, Inc. 0.20% Add +5.4% 22,529 $10.0M
Sit Investment Associates Inc. 0.23% Add +0.3% 22,489 $10.0M
Buckingham Strategic Wealth, LLC 0.10% Reduce -10.2% 22,444 $10.0M
SpiderRock Advisors, LLC 0.26% Reduce -14.0% 22,339 $10.0M
Capitolis Liquid Global Markets LLC 0.12% No change 22,100 $9.9M
Kingsview Wealth Management, LLC 0.23% Reduce -0.8% 22,094 $9.9M
Motco 0.58% Add +2.5% 22,029 $9.8M
Phraction Management LLC 3.91% Add +0.0% 21,912 $9.8M
Fulcrum Capital LLC 2.20% Add +2.0% 21,645 $9.7M
Mattern Capital Management, LLC 1.33% Reduce -0.5% 21,569 $9.6M
Marsico Capital Management LLC 0.29% Reduce -83.7% 21,501 $9.6M
Cyrus J. Lawrence, LLC 1.94% Add +0.8% 21,501 $9.6M
Sawgrass Asset Management LLC 1.04% Reduce -1.6% 21,424 $9.6M
Stone Run Capital, LLC 3.80% Reduce -0.1% 21,342 $9.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +18.1% 21,131 $9.4M
FORA Capital, LLC 1.15% Reduce -35.4% 21,058 $9.4M
Stansberry Asset Management, LLC 1.30% Add +10.6% 20,872 $9.3M
Chicago Capital, LLC 0.28% Add +0.2% 20,788 $9.3M
Totem Point Management, LLC 13.50% Reduce -22.6% 20,686 $9.2M
Baader Bank Aktiengesellschaft 0.72% Reduce -21.8% 20,637 $9.2M
QRG Capital Management, Inc. 0.11% Add +8.3% 20,573 $9.2M
Hartford Investment Management Co. 0.31% Reduce -1.2% 20,514 $9.1M
DAVENPORT & Co LLC 0.06% Reduce -4.4% 20,062 $8.9M
Kintegral Advisory, LLC 0.85% Add +2.4% 19,984 $8.9M
LMCG Investments, LLC 0.52% Reduce -1.2% 19,915 $8.9M
Alps Advisors Inc. 0.06% Add +0.1% 19,831 $8.8M
NBT Bank, N.A. 0.63% Add +344.9% 19,813 $8.8M
Thematics Asset Management 0.36% Reduce -3.7% 19,794 $8.8M
Bogart Wealth, LLC 0.44% Add +2.6% 19,557 $8.7M
Makena Capital Management LLC 2.02% Add +25.0% 19,510 $8.7M
Carderock Capital Management Inc. 2.27% Add +0.6% 19,455 $8.7M
First Horizon Advisors, Inc. 0.26% Add +0.4% 19,176 $8.6M
O'Brien Greene & Co. Inc 2.70% Add +5.7% 19,149 $8.5M
First Trust Advisors LP 0.01% Reduce -54.9% 19,113 $8.5M
Apollon Wealth Management, LLC 0.26% Add +0.7% 19,107 $8.5M
Sumitomo Life Insurance Co. 0.20% Add +7.2% 20,231 $8.5M
Jackson Square Partners, LLC 0.52% Reduce -10.2% 18,996 $8.5M
Spire Wealth Management 0.30% Reduce -0.4% 18,965 $8.4M
Altrafin AG 3.11% Add +5.2% 18,895 $8.4M
Silvant Capital Management LLC 0.37% Reduce -0.6% 18,892 $8.4M
Schonfeld Strategic Advisors LLC 0.07% Reduce -86.6% 18,860 $8.4M
Banque Pictet & Cie SA 0.09% Reduce -11.5% 18,706 $8.3M
Quest Investment Management LLC 0.92% Reduce -51.3% 18,694 $8.3M
Horizon Kinetics Asset Management LLC 0.15% Reduce -0.9% 18,636 $8.3M
Peninsula Asset Management Inc. 4.57% Add +1.9% 18,623 $8.3M
C Partners Holding GmbH 2.39% Add +2.9% 18,574 $8.3M
Academy Capital Management 1.49% Reduce -0.3% 18,537 $8.3M
Coalescence Partners Investment Management, LP 6.84% New 18,490 $8.2M
Merit Financial Group, LLC 0.18% Add +5.1% 18,471 $8.2M
Securian Asset Management, Inc. 0.24% Reduce -2.7% 18,406 $8.2M
Metis Global Partners, LLC 0.28% Add +0.8% 18,260 $8.1M
Allianz SE 0.24% No change 18,242 $8.1M
Penobscot Investment Management Company, Inc. 0.78% Reduce -2.1% 18,239 $8.1M
Louisiana State Employees Retirement System 0.16% Reduce -3.2% 18,100 $8.1M
Court Place Advisors, LLC 2.51% Add +5.3% 17,920 $8.0M
Mountain Pacific Investment Advisers LLC 0.59% Reduce -8.0% 17,870 $8.0M
Baldwin Wealth Partners LLC 0.61% Reduce -6.7% 17,651 $7.9M
Marks Group Wealth Management, Inc 0.82% Add +3.1% 17,438 $7.8M
Bell Asset Management Ltd 1.09% Reduce -0.7% 17,390 $7.8M
Aviso Financial Inc. 0.43% — 17,376 $7.8M
West Coast Financial LLC 0.92% Reduce -0.5% 17,346 $7.7M
Walleye Trading LLC 0.15% Add +59.4% 17,091 $7.6M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 16,964 $7.6M
Tidal Investments LLC 0.10% Add +15.6% 16,796 $7.5M
Tikehau Investment Management 6.60% Add +6.4% 16,718 $7.5M
Cornerstone Advisors, LLC 0.30% Reduce -4.0% 16,700 $7.4M
Janney Capital Management LLC 0.52% Reduce -2.6% 16,616 $7.4M
New Mexico Educational Retirement Board 0.25% No change 16,286 $7.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.22% Add +19.0% 16,255 $7.3M
Alerus Financial NA 0.54% Add +58.7% 16,198 $7.2M
Lombard Odier Asset Management (Switzerland) SA 0.73% Reduce -6.9% 16,172 $7.2M
SeaTown Holdings Pte. Ltd. 5.21% Reduce -10.0% 16,129 $7.2M
Jones Financial Companies LLLP 0.01% Add +88.1% 16,119 $7.2M
EFG Asset Management (Americas) Corp. 1.40% Add +43.6% 16,070 $7.2M
Ieq Capital, LLC 0.10% Add +12.1% 15,879 $7.1M
Foster Victor Wealth Advisors, LLC 0.59% New 14,380 $7.0M
Kestra Advisory Services, LLC 0.04% Add +22.9% 15,708 $7.0M
Camden National Bank 1.08% Add +13.4% 15,645 $7.0M
NewEdge Advisors, LLC 0.05% Add +53.2% 15,635 $7.0M
Groupama Asset Managment 0.09% Add +1.8% 15,556 $6.9M
Dixon Mitchell Investment Counsel Inc. 0.34% Reduce -0.4% 15,162 $6.8M
Townsquare Capital LLC 0.09% Reduce -1.8% 15,271 $6.8M
Ameritas Investment Partners, Inc. 0.23% Add +0.9% 15,211 $6.8M
Nemes Rush Group LLC 0.92% Add +3.8% 15,068 $6.7M
Itau Unibanco Holding S.A. 0.27% New 15,000 $6.7M
Hennion & Walsh Asset Management, Inc. 0.34% Reduce -4.5% 14,993 $6.7M
Intech Investment Management LLC 0.08% Add +51.1% 14,896 $6.6M
Northwest & Ethical Investments L.P. 0.19% Add +28.2% 14,890 $6.6M
Mizuho Markets Americas LLC 0.18% Reduce -35.7% 14,884 $6.6M
UniSuper Management Pty Ltd 0.06% Add +123.3% 14,873 $6.6M
Birch Capital Management, LLC 3.42% Reduce -8.0% 14,739 $6.6M
Vantage Investment Partners, LLC 0.60% Reduce -5.7% 14,737 $6.6M
Thrivent Financial for Lutherans 0.01% Add +2.3% 14,692 $6.6M
Financial & Tax Architects, LLC 1.74% Add +5.5% 14,540 $6.5M
&partners 0.28% New 14,523 $6.5M
Ashton Thomas Private Wealth, LLC 0.36% Reduce -0.3% 14,502 $6.5M
Taikang Asset Management (Hong Kong) Co Ltd 1.00% Reduce -14.8% 14,446 $6.4M
Buffington Mohr McNeal 1.13% Reduce -10.1% 14,394 $6.4M
Tower Research Capital LLC (TRC) 0.11% Reduce -7.6% 14,355 $6.4M
Gotham Asset Management 0.08% Add +37.5% 14,238 $6.4M
Clio Asset Management LLC 4.95% Reduce -48.3% 14,205 $6.3M
Kestra Private Wealth Services, LLC 0.13% Add +4.9% 14,060 $6.3M
MassMutual Private Wealth & Trust, FSB 0.19% Add +3.1% 13,958 $6.2M
First National Trust Co 0.26% Reduce -4.6% 13,926 $6.2M
E. Ohman J:or Asset Management AB 0.15% Add +4.9% 13,740 $6.1M
Rakuten Investment Management, Inc. 0.04% Add +57.4% 13,632 $6.1M
Harbor Advisors LLC 1.12% No change 13,667 $6.1M
Laird Norton Wetherby Wealth Management, LLC 0.29% Add +4.3% 13,632 $6.1M
MAI Capital Management 0.06% Add +0.3% 13,434 $6.0M
Composition Wealth, LLC 0.15% Add +2.0% 13,373 $6.0M
First National Bank of Mount Dora, Trust Investment Services 1.44% Reduce -2.4% 13,342 $6.0M
Vinva Investment Management Ltd 0.30% Add +6.7% 13,160 $5.9M
Ghe, LLC 2.36% Reduce -0.2% 13,220 $5.9M
Van Hulzen Asset Management, LLC 0.39% Add +172.3% 13,118 $5.9M
Knollwood Investment Advisory, LLC 0.65% Add +6.2% 13,071 $5.8M
KCM Investment Advisors LLC 0.21% Add +0.8% 12,907 $5.8M
Colonial Trust Advisors 0.55% Reduce -4.3% 12,875 $5.7M
Vestor Capital, LLC 0.46% Reduce -62.8% 12,871 $5.7M
First Merchants Corp. 0.23% Add +0.0% 12,834 $5.7M
Ravenstone Capital Management Inc. 3.80% Add +4.2% 12,770 $5.7M
Clear Harbor Asset Management, LLC 0.50% No change 12,756 $5.7M
Sentinel Trust Co. Lba 0.70% No change 12,729 $5.7M
Quantinno Capital Management LP 0.10% Reduce -37.0% 12,634 $5.6M
NorthCoast Asset Management LLC 0.05% Add +1505.1% 12,616 $5.6M
GHP Investment Advisors, Inc. 0.28% Add +5.0% 12,579 $5.6M
Choate Investment Advisors 0.15% Add +0.9% 12,552 $5.6M
Fragasso Financial Advisors Inc 0.46% Reduce -3.2% 12,468 $5.6M
Brevan Howard Capital Management LP 0.37% Add +79.0% 12,437 $5.5M
T. Rowe Price Investment Management, Inc. 0.00% Add +13.1% 12,413 $5.5M
Sompo Asset Management Co., Ltd. 0.93% Reduce -23.0% 12,363 $5.5M
Caprock Group, LLC 0.22% Add +75.5% 12,207 $5.4M
Park Avenue Securities LLC 0.07% Add +0.3% 12,104 $5.4M
Avanda Investment Management Pte. Ltd. 0.81% Reduce -34.2% 11,939 $5.3M
SS&H Financial Advisors, Inc. 2.07% No change 11,887 $5.3M
BTC Capital Management, Inc. 0.49% Reduce -0.8% 11,857 $5.3M
Chesley Taft & Associates LLC 0.26% Add +3.0% 11,574 $5.2M
Mount Capital Ltd 2.06% No change 11,550 $5.2M
Amica Mutual Insurance Co. 0.51% No change 11,543 $5.1M
Kerrisdale Advisers, LLC 1.61% Reduce -5.3% 11,503 $5.1M
Sandy Spring Bank 0.23% Add +6.0% 11,470 $5.1M
Achmea Investment Management B.V. 0.09% Reduce -54.9% 11,462 $5.1M
Summit Financial, LLC 0.23% Add +261.1% 11,423 $5.1M
Neville Rodie & Shaw Inc. 0.39% No change 11,406 $5.1M
Beacon Pointe Advisors, LLC 0.06% Reduce -53.5% 11,349 $5.1M
Pitcairn Co. 0.31% Add +7.5% 11,281 $5.0M
Freestone Capital Holdings, LLC 0.18% Add +3.8% 11,195 $5.0M
Eventide Asset Management, LLC 0.09% Add +38.0% 11,162 $5.0M
OneDigital Investment Advisors LLC 0.06% Add +133.6% 11,142 $5.0M
Duncker Streett & Co. Inc. 0.95% Add +0.3% 11,132 $5.0M
Financial Counselors Inc. 0.08% Reduce -0.8% 11,003 $4.9M
Meridian Wealth Advisors, LLC 0.87% Add +9.1% 10,985 $4.9M
NEOS Investment Management LLC 0.20% Add +39.1% 10,909 $4.9M
Pine Valley Investments Ltd Liability Co 0.36% Add +15.4% 10,867 $4.8M
Cloverfields Capital Group, LP 1.63% Add +0.5% 10,800 $4.8M
Blue Zone Wealth Advisors, LLC 1.65% Reduce -1.3% 10,748 $4.8M
Atria Wealth Solutions, Inc. 0.05% Reduce -8.9% 10,725 $4.8M
Scholtz & Company, LLC 2.04% Add +9.5% 10,702 $4.8M
Provident Investment Management, Inc. 0.43% No change 10,682 $4.8M
First Western Trust Bank 0.23% Reduce -16.3% 10,672 $4.8M
Advisory Services Network, LLC 0.10% Add +4.3% 10,666 $4.8M
Palisade Capital Management, LP 0.15% New 10,594 $4.7M
Litman Gregory Wealth Management LLC 0.42% Add +0.1% 10,524 $4.7M
Independent Advisor Alliance 0.16% Reduce -3.0% 10,447 $4.7M
RBA Wealth Management, LLC 1.86% Add +2.9% 10,434 $4.7M
Capital Investment Counsel, LLC 0.91% Add +5.6% 10,398 $4.6M
Praxis Investment Management Inc. 0.32% Reduce -8.3% 11,124 $4.6M
Cape Cod Five Cents Savings Bank 0.45% Reduce -5.5% 10,363 $4.6M
Synovus Financial Corp. 0.06% Add +0.8% 10,351 $4.6M
Kentucky Retirement Systems Insurance Trust Fund 0.31% Reduce -2.6% 10,325 $4.6M
Lido Advisors, LLC 0.04% Reduce -59.0% 10,275 $4.6M
Northwestern Mutual Investment Management Company, LLC 0.12% Reduce -0.1% 10,187 $4.5M
Empirical Finance, LLC 0.28% Reduce -6.2% 10,154 $4.5M
CapitalatWork S.A. 0.15% Add +25.3% 10,150 $4.5M
UNIVEST FINANCIAL Corp 1.25% Add +3.6% 10,125 $4.5M
Chartwell Investment Partners, LLC 0.16% Reduce -0.9% 10,104 $4.5M
KP Management LLC 1.68% No change 10,000 $4.5M
Stephens Inc. 0.07% Add +4.1% 9,994 $4.5M
Longbow Finance SA 0.46% Reduce -5.2% 9,932 $4.4M
BDF-Gestion 0.43% — 9,909 $4.4M
Saranac Partners Ltd 2.63% Reduce -1.3% 9,899 $4.4M
Reliant Investment Management, LLC 2.08% Add +3.3% 9,881 $4.4M
Brasada Capital Management, LP 0.77% Add +36.4% 9,364 $4.4M
Ostrum Asset Management 0.38% Reduce -3.1% 9,735 $4.3M
Banque Cantonale Vaudoise 0.17% Reduce -14.4% 9,709 $4.3M
Stock Yards Bank & Trust Co. 0.14% Reduce -0.3% 9,699 $4.3M
Diligent Investors, LLC 1.06% Reduce -3.6% 9,617 $4.3M
Raymond James Trust N.A. 0.10% Add +1.2% 9,571 $4.3M
Cinctive Capital Management LP 0.23% Reduce -62.9% 9,570 $4.3M
Baldwin Investment Management, LLC 0.58% Reduce -0.9% 9,565 $4.3M
First Trust Direct Indexing L.P. 0.26% Add +18.5% 9,406 $4.2M
Taylor Hoffman Wealth Management 1.70% Add +1.8% 9,352 $4.2M
PFG Advisors 0.28% Reduce -0.2% 9,331 $4.2M
Clearstead Advisors, LLC 0.07% Add +27.9% 9,263 $4.1M
NovaPoint Capital, LLC 1.39% Add +3.2% 9,178 $4.1M
Scotia Capital Inc. 0.02% Add +17.6% 9,033 $4.0M
Tower Bridge Advisors 0.45% Reduce -6.3% 8,978 $4.0M
Concentric Capital Strategies, LP 0.25% Add +82.7% 8,961 $4.0M
B.O.S.S. Retirement Advisors, LLC 1.02% Add +58.9% 8,931 $4.0M
Atlantic Union Bankshares Corp 0.25% New 8,916 $4.0M
Choreo, LLC 0.07% New 8,813 $3.9M
Wills Financial Group, Inc. 1.81% Add +6.4% 8,797 $3.9M
Meitav Investment House Ltd. 0.07% No change 8,734 $3.9M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +3.0% 8,751 $3.9M
Siemens Fonds Invest GmbH 0.29% Add +0.6% 8,734 $3.9M
Danica Pension, Livsforsikringsaktieselskab 0.08% Add +124.2% 8,713 $3.9M
Cutler Investment Counsel LLC 0.53% Add +0.1% 8,702 $3.9M
Squarepoint Ops LLC 0.01% Reduce -94.6% 8,675 $3.9M
Stratos Wealth Partners, LTD. 0.06% Add +1.0% 8,621 $3.8M
Invera Wealth Advisors, LLC 3.94% Add +1.8% 8,128 $3.8M
Private Wealth Partners, LLC 0.29% Add +1.1% 8,593 $3.8M
Linden Thomas Advisory Services, LLC 0.59% Add +10.7% 8,586 $3.8M
Mirabaud Asset Management Ltd 1.76% Reduce -4.0% 8,557 $3.8M
Bright Rock Capital Management, LLC 0.80% No change 8,500 $3.8M
Bayesian Capital Management, LP 0.43% New 8,500 $3.8M
Sustainable Insight Capital Management, LLC 1.89% Add +21.6% 8,454 $3.8M
AIA Group Ltd 0.11% Add +16.5% 8,437 $3.8M
Impax Asset Management Group plc 0.02% Reduce -3.7% 8,365 $3.7M
Aperture Investors, LLC 0.54% No change 8,324 $3.7M
Kampmann Melissa S. 2.70% Add +0.3% 8,284 $3.7M
Arax Advisory Partners 0.36% Add +12.9% 8,251 $3.7M
HRT Financial LP 0.02% New 8,245 $3.7M
Van Eck Associates Corp. 0.01% Add +5.2% 8,229 $3.7M
Rockline Wealth Management, LLC 1.12% Add +4.4% 8,102 $3.6M
Illinois Municipal Retirement Fund 0.05% No change 8,044 $3.6M
Kentucky Farm Bureau Mutual Insurance Co 0.81% No change 8,000 $3.6M
UMB Bank, n.a. 0.06% Add +2.0% 7,976 $3.6M
Absoluto Partners Gestao de Recursos Ltda 1.88% Add +28.9% 7,950 $3.5M
CENTRAL TRUST Co 0.09% Reduce -6.1% 7,922 $3.5M
Coldstream Capital Management Inc. 0.09% Add +12.3% 7,900 $3.5M
Zions Bancorporation, N.A. 0.28% Reduce -4.3% 7,879 $3.5M
Brendel Financial Advisors LLC 2.23% Add +920.5% 7,878 $3.5M
Private Advisor Group, LLC 0.02% Add +30.9% 7,850 $3.5M
Rockingstone Advisors LLC 1.77% Add +0.8% 7,723 $3.4M
Paloma Partners Management Co 0.37% Add +68.5% 7,658 $3.4M
Kanawha Capital Management LLC 0.27% Add +40.6% 7,649 $3.4M
Brady Family Wealth, LLC 1.10% Add +0.1% 7,647 $3.4M
WealthPLAN Partners, LLC 0.36% Add +5.4% 7,622 $3.4M
Altfest L J & Co. Inc. 0.46% Add +0.1% 7,573 $3.4M
Williams Jones Wealth Management, LLC. 0.04% Add +1.3% 7,569 $3.4M
Freedom Day Solutions, LLC 1.14% Add +3.0% 7,537 $3.4M
Twin Capital Management Inc. 0.40% Reduce -0.3% 7,528 $3.4M
Morton Community Bank 0.95% Add +5.7% 7,504 $3.3M
Ninety One SA (Pty) Ltd 0.52% No change 7,506 $3.3M
Boston Financial Mangement LLC 0.11% Add +3.9% 7,500 $3.3M
Northcape Capital Pty Ltd 0.50% Reduce -9.9% 7,497 $3.3M
Pacific Global Investment Management Co. 0.63% Reduce -18.8% 7,477 $3.3M
Ritholtz Wealth Management 0.11% Add +19.0% 7,433 $3.3M
Settian Capital LP 2.43% No change 7,422 $3.3M
Moore Capital Management, LP 0.07% Add +28.8% 7,349 $3.3M
Legacy Financial Strategies, LLC 0.79% Add +10.0% 7,268 $3.3M
Signaturefd, LLC 0.07% Add +3.8% 7,275 $3.2M
First Foundation Advisors 0.12% Add +7.5% 7,244 $3.2M
Shelton Capital Management 0.09% No change 7,217 $3.2M
Concurrent Investment Advisors, LLC 0.11% Add +4.9% 7,209 $3.2M
Investment Management Corp of Ontario 0.09% Add +36.1% 7,164 $3.2M
Prime Capital Investment Advisors, LLC 0.05% Reduce -7.4% 7,160 $3.2M
Trivium Point Advisory, LLC 0.47% Add +14.3% 7,120 $3.2M
Prospera Financial Services Inc 0.09% Reduce -4.9% 7,018 $3.1M
Bluegrass Capital Partners LP 3.19% No change 7,000 $3.1M
Wellington Shields & Co., LLC 1.02% No change 7,000 $3.1M
Fortress Wealth Management, Inc. 1.59% Add +0.1% 6,972 $3.1M
Machina Capital S.A.S. 1.39% Add +63.1% 6,942 $3.1M
CPC Advisors, LLC 0.51% Add +21.9% 6,912 $3.1M
Pettee Investors, Inc. 1.49% Reduce -9.5% 6,910 $3.1M
Dynamic Advisor Solutions LLC 0.10% Reduce -2.5% 6,907 $3.1M
Tocqueville Asset Management L.P. 0.05% Reduce -1.3% 6,849 $3.1M
Sirios Capital Management L P 0.53% Reduce -38.7% 6,827 $3.0M
Arrowstreet Capital, Limited Partnership 0.00% New 6,808 $3.0M
Cannell & Spears LLC 0.06% Reduce -0.2% 6,790 $3.0M
Certified Advisory Corp 0.38% Reduce -0.5% 6,776 $3.0M
BlueMar Capital Management, LLC 6.26% Reduce -14.6% 6,738 $3.0M
Rwa Wealth Partners, LLC 0.04% Reduce -4.3% 6,717 $3.0M
Windmill Hill Asset Management Ltd 1.26% No change 6,711 $3.0M
Horizon Investments, LLC 0.08% Add +1.2% 6,672 $3.0M
Kesler, Norman & Wride, LLC 0.63% Reduce -1.4% 6,659 $3.0M
Bleakley Financial Group, LLC 0.09% Add +1.6% 6,628 $3.0M
Simplicity Wealth,LLC 0.07% Add +2.2% 6,619 $3.0M
CFS Investment Advisory Services, LLC 0.24% Reduce -0.3% 6,612 $2.9M
Olstein Capital Management, L.P. 0.52% No change 6,500 $2.9M
Clifford Swan Investment Counsel LLC 0.11% Reduce -0.4% 6,461 $2.9M
Quantitative Investment Management, LLC 0.31% Reduce -64.2% 6,456 $2.9M
Azzad Asset Management Inc. 0.34% Reduce -0.2% 6,398 $2.9M
BTG Pactual Asset Management US LLC 0.71% — 6,391 $2.9M
Mirabaud & Cie SA 0.96% Reduce -5.2% 6,383 $2.8M
Bank of Hawaii 0.13% Reduce -4.1% 6,357 $2.8M
Verition Fund Management LLC 0.02% Reduce -19.5% 6,335 $2.8M
Meridian Wealth Management, LLC 0.34% New 6,315 $2.8M
Hills Bank & Trust Co 0.23% Reduce -1.8% 6,305 $2.8M
Ballentine Partners, LLC 0.05% Add +25.9% 6,293 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +107.2% 5,725 $2.8M
GTS Securities LLC 0.06% Add +723.5% 6,193 $2.8M
Trust Co. of Vermont 0.15% Reduce -0.2% 6,160 $2.7M
Ceera Investments, LLC 1.15% Reduce -0.4% 6,116 $2.7M
V-Square Quantitative Management LLC 0.44% Reduce -14.6% 6,104 $2.7M
Herold Advisors, Inc. 0.63% Reduce -6.2% 6,085 $2.7M
Vestcor Inc 0.09% No change 6,075 $2.7M
Silvercrest Asset Management Group LLC 0.02% Reduce -43.6% 6,042 $2.7M
Fisher Asset Management 0.00% Add +0.8% 6,027 $2.7M
Cantor Fitzgerald Investment Advisors L.P. 0.21% New 6,000 $2.7M
Capital Group Investment Management Pte. LTD. 0.57% No change 5,964 $2.7M
Vident Advisory, LLC 0.07% Add +15.4% 5,956 $2.7M
Lindsell Train Ltd 0.06% No change 5,900 $2.6M
Texas Yale Capital Corp. 0.13% Add +1.7% 5,918 $2.6M
HighPoint Advisor Group LLC 0.16% Add +49.7% 5,372 $2.6M
Hamilton Capital Partners Inc. 0.28% Add +12.5% 5,819 $2.6M
Sterling Investment Management, LLC 1.97% Reduce -1.3% 5,798 $2.6M
Clear Rock Advisors, LLC 1.10% Add +3.9% 5,793 $2.6M
Ascent Group, LLC 0.21% Add +8.2% 5,746 $2.6M
Cypress Capital Group 0.31% Reduce -5.0% 5,718 $2.6M
Main Street Financial Solutions, LLC 0.24% Add +13.5% 5,708 $2.5M
Factorial Partners, LLC 1.56% No change 5,700 $2.5M
Empowered Funds, LLC 0.04% Add +6.1% 5,650 $2.5M
Argent Trust Co 0.11% Add +1.6% 5,644 $2.5M
Delta Investment Management, LLC 0.55% Add +0.0% 5,616 $2.5M
Argus Investors' Counsel, Inc. 1.54% Add +11.9% 5,606 $2.5M
Intrust Bank NA 0.26% Reduce -3.9% 5,535 $2.5M
HB Wealth Management, LLC 0.03% Add +24.6% 5,476 $2.4M
Cyndeo Wealth Partners, LLC 0.19% Add +26.7% 5,470 $2.4M
Centaurus Financial, Inc. 0.16% Reduce -19.4% 5,435 $2.4M
Florida Trust Wealth Management Co 0.08% Add +0.9% 5,424 $2.4M
GAM Holding AG 0.19% Reduce -15.1% 5,409 $2.4M
Plato Investment Management Ltd 0.22% Add +26.6% 5,406 $2.4M
Cohen Klingenstein LLC 0.09% No change 5,400 $2.4M
Dodge & Cox 0.00% No change 5,400 $2.4M
WealthPlan Investment Management, LLC 0.36% Add +3.3% 5,367 $2.4M
DoubleLine ETF Adviser LP 0.63% Reduce -4.3% 5,364 $2.4M
WD Rutherford LLC 1.20% Add +5.3% 5,339 $2.4M
Mather Group, Llc. 0.03% Add +0.8% 5,596 $2.4M
Solidarity Wealth, LLC 0.72% Reduce -22.0% 5,326 $2.4M
Resonant Capital Advisors, LLC 0.19% Add +7.8% 5,283 $2.4M
Meeder Advisory Services, Inc. 0.17% Add +31.1% 5,261 $2.3M
Frank, Rimerman Advisors LLC 0.17% Add +40307.7% 5,253 $2.3M
Cypress Asset Management Inc. 0.60% Reduce -0.6% 5,198 $2.3M
Ridgecrest Wealth Partners, LLC 1.38% Reduce -0.1% 5,142 $2.3M
AlphaQuest LLC 0.31% Reduce -1.1% 5,100 $2.3M
Cary Street Partners Investment Advisory LLC 0.09% Add +38.1% 5,093 $2.3M
Meyer Handelman Co. 0.08% Reduce -46.1% 5,070 $2.3M
JGP Global Gestao de Recursos Ltda. 2.83% Add +66.7% 5,000 $2.2M
Viking Fund Management LLC 0.40% No change 5,000 $2.2M
Robertson Stephens Wealth Management, LLC 0.12% Add +3.2% 4,994 $2.2M
Parallel Advisors, LLC 0.06% Reduce -0.9% 4,983 $2.2M
Harrell Investment Partners, LLC 0.64% Add +0.3% 4,964 $2.2M
W1M Investment Management Ltd 0.04% Reduce -1.9% 4,953 $2.2M
Point Break Capital Management, LLC 2.39% Add +83.3% 4,939 $2.2M
American Money Management, LLC 0.47% Reduce -4.5% 4,929 $2.2M
Sequoia Financial Advisors, LLC 0.03% Add +5.2% 4,902 $2.2M
World Investment Advisors 0.14% Add +136.2% 4,884 $2.2M
Dohj, LLC 0.54% Add +4.6% 4,882 $2.2M
SkyView Investment Advisors, LLC 0.39% Add +15.3% 4,838 $2.2M
IFP Advisors, Inc 0.09% Reduce -4.3% 4,825 $2.2M
Central Pacific Bank - Trust Division 0.27% Reduce -13.7% 4,824 $2.2M
Advanced Portfolio Management, LLC 1.41% No change 4,801 $2.1M
Sciencast Management LP 0.74% New 4,798 $2.1M
Profund Advisors LLC 0.08% Reduce -2.5% 4,796 $2.1M
Fosun International Ltd 0.72% No change 4,790 $2.1M
Perigon Wealth Management, LLC 0.06% Add +3.3% 4,766 $2.1M
Enterprise Bank & Trust Co 0.72% Reduce -0.4% 4,759 $2.1M
IMS Capital Management 0.99% Add +0.7% 4,256 $2.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.24% Add +22.6% 4,734 $2.1M
Lake Street Advisors Group, LLC 0.10% Add +0.6% 4,726 $2.1M
Ibex Wealth Advisors 0.33% New 4,690 $2.1M
Cordatus Wealth Management LLC 0.78% Reduce -3.3% 4,683 $2.1M
Cornercap Investment Counsel Inc. 0.34% Reduce -0.6% 4,672 $2.1M
Ashford Capital Management Inc. 0.28% No change 4,644 $2.1M
Farther Finance Advisors, LLC 0.10% Add +36.0% 4,634 $2.1M
American State Bank (Iowa) 1.32% Add +0.8% 4,625 $2.1M
Comprehensive Financial Consultants Institutional, Inc. 0.81% Add +10.0% 4,619 $2.1M
SVB Wealth LLC 0.05% Reduce -10.7% 4,607 $2.1M
MMBG Investment Advisors Co. 0.22% No change 4,575 $2.0M
Waratah Capital Advisors Ltd. 0.12% Reduce -2.4% 4,574 $2.0M
Rodgers Brothers Inc. 0.28% Add +0.1% 4,571 $2.0M
Regal Investment Advisors LLC 0.13% Add +0.6% 4,546 $2.0M
Chemistry Wealth Management LLC 0.52% Add +0.5% 4,543 $2.0M
K.J. Harrison & Partners Inc 0.33% Reduce -71.0% 4,541 $2.0M
Group One Trading LLC 0.06% New 4,526 $2.0M
Okabena Investment Services Inc. 0.64% Reduce -13.8% 4,525 $2.0M
Great Lakes Retirement, Inc. 0.28% Add +0.5% 4,524 $2.0M
Capstone Investment Advisors, LLC 0.09% Reduce -41.8% 4,516 $2.0M
Chatham Capital Group, Inc. 0.35% Add +0.5% 4,501 $2.0M
Whitener Capital Management, Inc. 0.61% No change 4,500 $2.0M
Crestline Management, L.P. 0.16% Reduce -68.4% 4,493 $2.0M
AXS Investments LLC 0.56% Reduce -0.8% 4,471 $2.0M
Blue Fin Capital, Inc. 0.40% Add +6.7% 4,469 $2.0M
Trium Capital LLP 0.70% Add +50.9% 4,454 $2.0M
Engineers Gate Manager LP 0.04% Reduce -83.5% 4,452 $2.0M
Montag A & Associates Inc. 0.10% Reduce -4.0% 4,440 $2.0M
WealthShield Partners, LLC 0.30% Add +12.2% 4,432 $2.0M
Lederer & Associates Investment Counsel 1.43% Reduce -5.4% 4,429 $2.0M
Decatur Capital Management, Inc. 0.94% Add +2.8% 4,333 $1.9M
Quadcap Wealth Management, LLC 0.35% Add +26.3% 4,330 $1.9M
Peloton Wealth Strategists 0.81% Reduce -3.0% 4,323 $1.9M
Westpac Banking Corp. 0.15% No change 4,288 $1.9M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -7.8% 4,261 $1.9M
Atom Investors LP 0.19% Reduce -19.7% 4,210 $1.9M
Roundview Capital LLC 0.15% Add +3.0% 4,209 $1.9M
Flagship Harbor Advisors, LLC 0.11% Reduce -3.8% 4,198 $1.9M
Valeo Financial Advisors, LLC 0.06% Add +7.3% 4,159 $1.9M
Cozad Asset Management Inc. 0.18% Add +4.1% 4,156 $1.9M
Parsons Capital Management Inc. 0.13% Reduce -1.3% 4,120 $1.8M
GYL Financial Synergies, LLC 0.14% Add +4.4% 4,109 $1.8M
Excalibur Management Corp. 0.74% Add +1.3% 4,079 $1.8M
Avitas Wealth Management LLC 0.27% Reduce -0.9% 4,070 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +13.7% 4,056 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +12.6% 4,047 $1.8M
OV Management LLC 1.26% Add +1.2% 4,047 $1.8M
GeoWealth Management, LLC 0.08% Add +32.5% 4,022 $1.8M
SteelPeak Wealth, LLC 0.08% Add +33.3% 4,011 $1.8M
Belpointe Asset Management LLC 0.12% Reduce -1.4% 4,005 $1.8M
Congress Asset Management Co. 0.01% Reduce -4.8% 4,000 $1.8M
Madison Asset Management, LLC 0.02% Reduce -29.8% 3,973 $1.8M
Landscape Capital Management, L.L.C. 0.15% No change 3,971 $1.8M
ING Groep NV 0.01% Reduce -19.0% 3,928 $1.8M
Guyasuta Investment Advisors Inc. 0.13% No change 3,973 $1.8M
Elevation Point Wealth Partners, LLC 0.14% Reduce -1.9% 3,919 $1.7M
Coronation Fund Managers Ltd. 0.10% Reduce -53.4% 3,917 $1.7M
Schechter Investment Advisors, LLC 0.13% Add +6.1% 3,912 $1.7M
Wedmont Private Capital 0.11% Add +14.9% 3,622 $1.7M
Fifth Third Wealth Advisors LLC 0.13% Add +252.8% 3,867 $1.7M
Silverlake Wealth Management LLC 0.70% New 3,847 $1.7M
Trust Asset Management LLC 0.14% No change 3,825 $1.7M
First Bank & Trust 0.35% Reduce -0.2% 3,803 $1.7M
Hamilton Point Investment Advisors, LLC 0.33% No change 3,800 $1.7M
Icon Wealth Advisors, LLC 0.15% Add +111.7% 3,483 $1.7M
Chilton Investment Co. Inc. 0.05% Reduce -8.0% 3,784 $1.7M
Barlow Wealth Partners, LLC 0.23% Reduce -90.8% 3,503 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -0.3% 3,780 $1.7M
Arden Trust Co 0.23% Add +0.5% 3,767 $1.7M
Private Trust Co. NA 0.18% Reduce -7.7% 3,750 $1.7M
Benjamin Edwards Inc. 0.32% Reduce -0.7% 3,749 $1.7M
Redwood Investment Management, LLC 0.14% New 3,496 $1.7M
Citizens Financial Group Inc. 0.04% Add +0.5% 3,730 $1.7M
Mission Wealth Management, LP 0.05% Add +7.3% 3,730 $1.7M
Snider Financial Group 0.64% Add +7.4% 3,725 $1.7M
Western Wealth Management, LLC 0.12% Add +21.0% 3,725 $1.7M
First Hawaiian Bank 0.06% Reduce -56.5% 3,722 $1.7M
Concourse Financial Group Securities, Inc. 0.10% Reduce -2.5% 3,710 $1.7M
AAFMAA Wealth Management & Trust LLC 0.81% Add +28.0% 3,677 $1.6M
Skylands Capital, LLC 0.23% Reduce -3.9% 3,675 $1.6M
Savant Capital, LLC 0.02% Add +13.2% 3,674 $1.6M
Cullen Investment Group, LTD. 0.26% Add +1.1% 3,664 $1.6M
Alpine Woods Capital Investors, LLC 0.25% Add +28.4% 3,655 $1.6M
Gsa Capital Partners LLP 0.11% Add +28.7% 3,651 $1.6M
Blue Trust, Inc. 0.02% Add +140.7% 3,800 $1.6M
Mattern Wealth Management LLC 0.39% Reduce -6.4% 3,614 $1.6M
Stevens Capital Management LP 0.54% New 3,610 $1.6M
Eagle Asset Management Inc. 0.01% Add +102.0% 3,600 $1.6M
Souders Financial Advisors 0.24% Add +0.4% 3,593 $1.6M
Transform Wealth, LLC 0.12% Reduce -0.1% 3,580 $1.6M
Boston Trust Walden Corp 0.01% Reduce -1.4% 3,548 $1.6M
Central Valley Advisors, LLC 0.67% Add +2.8% 3,139 $1.6M
NorthRock Partners, LLC 0.06% Add +21.9% 3,527 $1.6M
Broadwater Capital Management LLC 1.21% No change 3,520 $1.6M
Lombard Odier Asset Management (Europe) Ltd 0.11% New 3,500 $1.6M
Wolverine Trading, LLC 0.03% Reduce -34.0% 3,474 $1.5M
HBK Sorce Advisory LLC 0.05% Reduce -3.7% 3,437 $1.5M
Voya Financial Advisors, Inc. 0.17% Reduce -1.2% 3,410 $1.5M
Reynders McVeigh Capital Management, LLC 0.09% No change 3,430 $1.5M
Davis R M Inc. 0.03% Reduce -0.1% 3,428 $1.5M
Platform Technology Partners 0.53% — 3,422 $1.5M
JPL Wealth Management, LLC 0.75% Add +7.9% 3,418 $1.5M
Geneva Capital Management LLC 0.03% Reduce -19.9% 3,416 $1.5M
Nations Financial Group Inc, /Ia/ 0.12% Add +8.7% 3,402 $1.5M
Otter Creek Advisors, LLC 0.98% Reduce -48.5% 3,400 $1.5M
Wealth Alliance, LLC 0.20% Reduce -1.5% 3,390 $1.5M
Balyasny Asset Management L.P. 0.00% Reduce -60.3% 3,360 $1.5M
Quadrant Capital Group LLC 0.11% Reduce -4.9% 3,350 $1.5M
W.H. Cornerstone Investments Inc. 1.05% Reduce -5.2% 3,336 $1.5M
Maxwell Wealth Strategies Inc. 0.72% Add +0.4% 3,310 $1.5M
Csenge Advisory Group 0.08% Add +3.0% 3,306 $1.5M
Nichols & Pratt Advisers LLP 0.10% Reduce -3.0% 3,278 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +10.9% 3,271 $1.5M
Fort Point Capital Partners LLC 0.19% Reduce -1.2% 3,269 $1.5M
SageView Advisory Group, LLC 0.09% New 3,257 $1.5M
Cigna Investments Inc. 0.27% Reduce -4.0% 3,242 $1.4M
Old National Bancorp 0.03% Reduce -6.9% 3,233 $1.4M
Cadence Bank 0.11% Reduce -0.7% 3,211 $1.4M
River Wealth Advisors LLC 0.20% Add +0.2% 3,198 $1.4M
Transatlantique Private Wealth LLC 0.58% Add +4.1% 3,226 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.55% Add +11.9% 3,174 $1.4M
Wilmington Savings Fund Society, FSB 0.05% No change 3,171 $1.4M
Laurion Capital Management LP 0.05% Reduce -95.3% 3,166 $1.4M
Beverly Hills Private Wealth, LLC 0.31% Reduce -6.0% 3,142 $1.4M
Anchor Investment Management, LLC 0.14% Reduce -2.6% 3,137 $1.4M
Checchi Capital Advisers, LLC 0.11% Add +0.9% 3,123 $1.4M
AIMZ Investment Advisors, LLC 0.50% No change 3,122 $1.4M
Brighton Jones LLC 0.05% Add +3.6% 3,113 $1.4M
Thomasville National Bank 0.11% No change 3,107 $1.4M
Canandaigua National Bank & Trust Co. 0.15% Reduce -0.3% 3,100 $1.4M
Bollard Group LLC 0.04% Add +53.0% 3,091 $1.4M
BKM Wealth Management, LLC 0.66% New 3,083 $1.4M
Ellevest, Inc. 0.08% Add +4.3% 3,071 $1.4M
AlTi Global, Inc. 0.04% Add +211.3% 3,045 $1.4M
WoodTrust Financial Corp 0.21% Add +4.0% 3,028 $1.4M
RMR Wealth Builders 0.15% Add +18.4% 3,015 $1.3M
Fiduciary Family Office, LLC 0.53% Reduce -7.6% 3,007 $1.3M
Thrive Wealth Management, LLC 0.26% Add +15.8% 3,001 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -3.4% 2,974 $1.3M
Aaron Wealth Advisors LLC 0.18% Add +8.3% 2,950 $1.3M
Procyon Advisors, LLC 0.10% Add +157.0% 2,932 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.19% Reduce -1.9% 2,927 $1.3M
GM Advisory Group, LLC 0.08% Reduce -0.2% 2,921 $1.3M
United Asset Strategies, Inc. 0.13% Add +26.9% 2,919 $1.3M
Trust Co. of Oklahoma 0.46% Reduce -2.0% 2,906 $1.3M
Geller Advisors LLC 0.10% Add +0.5% 2,905 $1.3M
AdvisorNet Financial, Inc 0.12% Reduce -0.8% 2,874 $1.3M
Jacobi Capital Management LLC 0.11% Add +6.1% 2,864 $1.3M
Highview Capital Management LLC 0.53% Add +1.5% 2,845 $1.3M
Venturi Wealth Management, LLC 0.07% Reduce -3.6% 2,838 $1.3M
Keebeck Wealth Management 0.18% Reduce -4.5% 2,810 $1.3M
Aptus Capital Advisors, LLC 0.02% Add +8.3% 2,809 $1.3M
Quintet Private Bank (Europe) S.A. 0.07% Add +94.1% 2,430 $1.2M
Two Sigma Securities, LLC 0.06% Reduce -51.4% 2,800 $1.2M
PFG Investments, LLC 0.09% Add +110.6% 2,780 $1.2M
Ingalls & Snyder LLC 0.05% No change 2,755 $1.2M
Evergreen Capital Management LLC 0.04% Add +10.2% 2,752 $1.2M
Exchange Capital Management, Inc. 0.20% Reduce -3.2% 2,747 $1.2M
Qtron Investments LLC 0.18% No change 2,727 $1.2M
Commerzbank Aktiengesellschaft 0.04% Add +24.2% 2,724 $1.2M
Andra AP-fonden 0.02% New 2,712 $1.2M
LVW Advisors, LLC 0.18% Add +89.8% 2,711 $1.2M
Syon Capital LLC 0.11% Add +4.9% 2,688 $1.2M
Lee Financial Co 0.20% Reduce -5.3% 2,688 $1.2M
Ascentis Independent Advisors 0.25% — 2,684 $1.2M
Parallax Volatility Advisers, L.P. 0.03% Reduce -4.9% 2,681 $1.2M
Wedbush Securities Inc. 0.04% Reduce -38.5% 2,667 $1.2M
Lazard Freres Gestion S.A.S. 0.03% Add +12.1% 3,055 $1.2M
Redwood Investments, LLC 0.40% Reduce -7.9% 2,854 $1.2M
City Holding Co. 0.17% Add +3.9% 2,647 $1.2M
Fidelis Capital Partners, LLC 0.17% Add +46.6% 2,464 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +28.3% 2,640 $1.2M
Bell Bank 0.10% Reduce -17.3% 2,617 $1.2M
Faithward Advisors, LLC 0.21% Add +4.6% 2,583 $1.2M
Clarius Group, LLC 0.08% Reduce -4.7% 2,575 $1.1M
Flputnam Investment Management Co. 0.02% Add +1.2% 2,571 $1.1M
Marshall Financial Group, LLC 0.32% Reduce -1.5% 2,571 $1.1M
Barden Capital Management, Inc. 1.08% New 2,560 $1.1M
Waterloo Capital, L.P. 0.14% Add +211.8% 2,554 $1.1M
LGT Group Foundation 0.02% Add +12.0% 2,552 $1.1M
Strengthening Families & Communities, LLC 0.33% Add +5.0% 2,544 $1.1M
Baker Avenue Asset Management, LP 0.04% Add +180.0% 2,542 $1.1M
Summit Trail Advisors, LLC 0.03% Add +11.0% 2,525 $1.1M
Outlook Wealth Advisors, LLC 0.35% Add +0.8% 2,525 $1.1M
GAMMA Investing LLC 0.15% Add +31.6% 2,515 $1.1M
Wintrust Investments LLC 0.09% Reduce -0.9% 2,512 $1.1M
Spirepoint Private Client, LLC 0.16% Add +7.4% 2,511 $1.1M
Forum Financial Management, LP 0.02% Add +0.4% 2,505 $1.1M
Daymark Wealth Partners, LLC 0.05% Reduce -2.7% 2,491 $1.1M
Confluence Wealth Services, Inc. 0.09% Add +12.0% 2,488 $1.1M
Lanark Financial, Inc. 0.10% Reduce -5.2% 2,462 $1.1M
Gilliland Jeter Wealth Management LLC 0.37% Add +0.1% 2,457 $1.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.34% New 2,449 $1.1M
Tranquility Partners, LLC 0.42% Add +6.1% 2,445 $1.1M
DRW Securities, LLC 0.07% Reduce -54.6% 2,439 $1.1M
Capital Analysts, LLC 0.05% Reduce -0.6% 2,426 $1.1M
Lincoln Capital LLC 0.24% No change 2,408 $1.1M
Principal Securities, Inc. 0.03% Reduce -19.5% 2,403 $1.1M
CTC Alternative Strategies, Ltd. 0.45% New 2,400 $1.1M
M Holdings Securities, Inc. 0.14% New 2,386 $1.1M
Strategic Wealth Partners, Ltd. 0.11% Add +9.3% 2,382 $1.1M
Rossmore Private Capital 0.14% Add +0.3% 2,376 $1.1M
Palumbo Wealth Management LLC 0.45% Add +0.2% 2,371 $1.1M
Shepherd Financial Partners LLC 0.14% Reduce -0.3% 2,371 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -1.8% 2,366 $1.1M
Westmount Partners, LLC 0.35% No change 2,362 $1.1M
Howe & Rusling Inc. 0.10% Add +0.3% 2,362 $1.1M
Channing Global Advisors, LLC 0.88% No change 2,357 $1.1M
Harbert Fund Advisors, LLC 0.84% Reduce -21.7% 2,350 $1.0M
Arthur M. Cohen & Associates, LLC 0.19% Add +11.1% 2,341 $1.0M
Pinnacle Associates Ltd. 0.02% Reduce -9.5% 2,333 $1.0M
Milestones Administradora de Recursos Ltda. 0.44% New 2,330 $1.0M
Smartleaf Asset Management LLC 0.17% Add +22.2% 2,310 $1.0M
Accretive Wealth Partners, LLC 0.43% Reduce -0.3% 2,325 $1.0M
First National Corp. /Ma/ 0.25% No change 2,324 $1.0M
Moors & Cabot, Inc. 0.06% Add +12.4% 2,320 $1.0M
Bar Harbor Wealth Management 0.07% Reduce -0.4% 2,316 $1.0M
Sentry Investment Management LLC 0.46% Reduce -17.0% 2,314 $1.0M
Ramirez Asset Management, Inc. 0.21% Add +59.6% 2,297 $1.0M
Magnetar Financial LLC 0.02% Reduce -77.3% 2,288 $1.0M
Lokken Investment Group LLC 0.48% Add +14.5% 2,269 $1.0M
GSG Advisors LLC 0.36% No change 2,267 $1.0M
Intact Investment Management Inc. 0.04% Add +41.3% 2,260 $1.0M
Colonial Trust Co / SC 0.18% Add +3.9% 2,244 $1.0M
Foster Group, Inc. 0.04% Add +1.1% 2,240 $999K
Bancreek Capital Management, LP 0.77% Reduce -84.6% 2,212 $987K
Schmidt P J Investment Management Inc. 0.18% Reduce -3.9% 2,175 $970K
Members Trust Co 0.03% Reduce -0.5% 2,171 $968K
Nicholas Wealth, LLC. 0.69% Reduce -13.6% 2,166 $966K
Monterey Private Wealth, Inc. 0.36% Add +5.8% 2,166 $966K
SlateStone Wealth, LLC 0.10% Reduce -2.4% 2,159 $963K
Forte Capital LLC 0.12% Add +0.7% 2,157 $962K
Rehmann Capital Advisory Group 0.07% Add +1.0% 2,152 $960K
Independence Bank of Kentucky 0.25% Add +8.8% 2,152 $960K
Foundations Investment Advisors, LLC 0.02% Add +1.0% 2,133 $951K
IHT Wealth Management, LLC 0.04% Add +4.4% 2,101 $950K
Lindbrook Capital, LLC 0.09% Reduce -2.2% 2,123 $947K
Claro Advisors Inc. 0.15% Reduce -1.8% 2,121 $946K
Kirtland Hills Capital Management, LLC 0.78% Add +0.1% 2,113 $942K
Center for Financial Planning, Inc. 0.14% No change 2,108 $940K
Brooklyn Investment Group 0.40% No change 2,183 $932K
Bowman & Co S.C. 0.54% Add +5.9% 2,074 $927K
Equitable Holdings, Inc. 0.01% Add +6.0% 2,069 $923K
Waverly Advisors, LLC 0.02% Add +21.2% 2,066 $921K
NorthCrest Asset Manangement, LLC 0.03% Add +3.3% 2,058 $918K
Point72 (DIFC) Ltd 0.08% Reduce -95.4% 2,054 $916K
Conestoga Capital Advisors, LLC 0.01% Reduce -24.1% 2,050 $914K
Thoroughbred Financial Services, LLC 0.06% New 2,044 $911K
McDonald Partners LLC 0.24% Add +3.3% 2,017 $900K
Virtus Advisers, LLC 0.44% Add +17.4% 1,993 $889K
Gryphon Financial Partners LLC 0.13% Reduce -8.3% 1,977 $882K
Insigneo Advisory Services, LLC 0.10% Add +19.0% 1,863 $879K
Fortis Capital Management LLC 0.19% Reduce -79.3% 1,950 $870K
Dimension Capital Management LLC 0.18% Reduce -5.6% 1,937 $864K
Townsend Asset Management Corp. /NC/ 0.33% No change 1,932 $862K
9258 Wealth Management, LLC 0.13% Add +5.0% 1,923 $858K
Legacy Capital Wealth Partners, LLC 0.22% New 1,922 $857K
Allworth Financial LP 0.01% Add +14.4% 1,786 $857K
Fullcircle Wealth LLC 0.42% — 1,768 $852K
Guardian Wealth Advisors, LLC 0.55% Reduce -2.0% 1,895 $845K
Sigma Planning Corp 0.03% No change 1,888 $842K
Hilltop Holdings Inc. 0.10% Reduce -54.6% 1,888 $842K
Marcum Wealth, LLC 0.08% Add +2.8% 1,887 $842K
Conning Inc. 0.03% Add +0.9% 1,882 $839K
Financial Advocates Investment Management 0.05% Add +6.8% 1,882 $839K
Stonebrook Private Inc. 0.24% Add +12.6% 1,880 $838K
Davidson Trust Co. 0.58% Add +12.7% 1,879 $838K
Waldron Private Wealth LLC 0.04% Add +0.7% 1,876 $837K
Formidable Asset Management, LLC 0.14% Reduce -12.8% 1,875 $836K
Baron Wealth Management LLC 0.43% Add +14.9% 1,871 $834K
TrinityPoint Wealth, LLC 0.13% Add +0.7% 1,862 $830K
Banco BTG Pactual S.A. 0.21% Add +111.3% 1,697 $824K
Red Spruce Capital, LLC 0.38% Reduce -4.2% 1,845 $823K
Elevated Capital Advisors, LLC 0.23% Add +12.4% 1,842 $822K
Premier Path Wealth Partners, LLC 0.14% Add +13.0% 1,836 $819K
Meridian Wealth Partners, LLC 0.14% Add +1.3% 1,835 $819K
Leavell Investment Management, Inc. 0.04% Add +30.1% 1,820 $812K
Radnor Capital Management, LLC 0.25% No change 1,818 $811K
CX Institutional 0.04% Add +2.6% 1,810 $807K
Graypoint LLC 0.06% Add +15.3% 1,809 $807K
Trillium Asset Management, LLC 0.02% No change 1,806 $805K
Avestar Capital, LLC 0.09% Add +8.6% 1,801 $803K
Mgo One Seven LLC 0.04% Reduce -11.5% 1,801 $803K
Rothschild Investment LLC 0.06% Add +312.8% 1,800 $803K
TD Private Client Wealth LLC 0.03% Add +5.2% 1,800 $803K
MRP Capital Investments, LLC 0.75% Reduce -1.3% 1,798 $802K
Edgestream Partners, L.P. 0.04% Add +45.7% 1,796 $801K
My Legacy Advisors, LLC 0.26% Add +1.7% 1,791 $799K
CHICAGO TRUST Co NA 0.16% Reduce -12.3% 1,791 $799K
Roberts Capital Advisors, LLC 0.76% No change 1,874 $797K
Douglas Lane & Associates, LLC 0.01% Reduce -10.1% 1,785 $796K
Everhart Financial Group, Inc. 0.21% Add +19.9% 1,781 $794K
Columbus Macro, LLC 0.31% Reduce -0.8% 1,764 $793K
Griffin Asset Management, Inc. 0.09% Reduce -0.4% 1,776 $792K
Tritonpoint Wealth, LLC 0.08% Reduce -7.7% 1,763 $786K
Ironwood Investment Management LLC 0.42% Reduce -1.4% 1,757 $784K
Prestige Wealth Management Group LLC 0.17% Add +69.4% 1,755 $783K
E Fund Management Co., Ltd. 0.04% Add +261.1% 1,755 $783K
Johnson Financial Group, Inc. 0.04% Add +68.8% 1,752 $781K
Opal Wealth Advisors, LLC 0.25% Add +2.7% 1,751 $781K
LWM Advisory Services, LLC 0.65% Add +147.7% 2,883 $779K
Woodstock Corp. 0.08% Reduce -1.5% 1,743 $777K
ERn Financial, LLC 0.13% Add +1.2% 1,740 $776K
Jacobsen Capital Management 0.35% Reduce -0.7% 1,740 $776K
Aspire Wealth Management Corp 0.44% No change 1,739 $776K
Arkadios Wealth Advisors 0.05% Add +10.6% 1,728 $771K
Cynosure Group, LLC 0.12% Add +8.8% 1,727 $770K
Simon Quick Advisors, LLC 0.05% Add +19.4% 1,718 $766K
Legato Capital Management LLC 0.10% Reduce -25.1% 1,715 $765K
Sound Financial Strategies Group, LLC 0.66% Add +144.1% 1,709 $762K
Israel Discount Bank of New York 1.21% No change 1,700 $758K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% No change 1,700 $758K
Waters Parkerson & Co., LLC 0.04% Reduce -0.9% 1,700 $758K
Foster Dykema Cabot & Partners, LLC 0.07% No change 1,698 $757K
Mendel Capital Management LLC 0.49% Reduce -2.6% 1,697 $757K
Founders Financial Securities LLC 0.07% Add +4.1% 1,685 $752K
Boothbay Fund Management, LLC 0.03% Reduce -32.1% 1,682 $750K
Arcadia Investment Management Corp. 0.13% No change 1,680 $749K
Sunflower Bank, N.A. 0.18% Reduce -5.1% 1,667 $743K
Stonegate Investment Group, LLC 0.02% Add +12.6% 1,666 $743K
Legacy Wealth Asset Management, LLC 0.21% Reduce -62.3% 1,656 $739K
Eschler Asset Management LLP 0.58% New 1,645 $734K
FineMark National Bank & Trust 0.03% Add +6.6% 1,637 $730K
J. Safra Sarasin Holding AG 0.01% — 1,627 $726K
NewEdge Wealth, LLC 0.02% Reduce -13.1% 1,626 $725K
Sepio Capital, LP 0.07% Reduce -0.1% 1,618 $721K
PDS Planning, Inc 0.07% Reduce -4.3% 1,613 $719K
Institute for Wealth Management, LLC. 0.10% Reduce -5.3% 1,606 $716K
Advisors Capital Management, LLC 0.01% Add +14.6% 1,606 $716K
Prudent Man Advisors, LLC 0.25% Add +3.6% 1,605 $716K
Mutual Advisors, LLC 0.02% Reduce -0.8% 1,459 $715K
Beach Investment Counsel Inc. 0.09% No change 1,600 $714K
Ninepoint Partners LP 0.08% Reduce -10.0% 1,600 $714K
One Wealth Advisors, LLC 0.15% Add +3.4% 1,449 $708K
Motiv8 Investments LLC 0.52% Add +14.5% 1,582 $706K
Covenant Partners, LLC 0.21% No change 1,581 $705K
Ironwood Investment Counsel, LLC 0.13% Add +0.5% 1,579 $705K
CoreFirst Bank & Trust 0.47% Reduce -1.5% 1,570 $700K
Moseley Investment Management Inc. 0.33% No change 1,570 $700K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.29% Add +7.4% 1,565 $698K
Bryn Mawr Trust Advisors, LLC 0.04% Add +1.3% 1,544 $689K
Cordgrass Capital Advisors, LLC 0.21% Add +0.5% 1,531 $683K
Continuum Advisory, LLC 0.10% Add +0.9% 1,524 $680K
Prossimo Advisors, LLC 0.61% Add +14.3% 1,523 $679K
Quotient Wealth Partners, LLC 0.02% Reduce -30.7% 1,516 $676K
Hancock Whitney Corp. 0.02% Reduce -0.3% 1,516 $676K
Penserra Capital Management LLC 0.01% Add +1.4% 1,514 $675K
PAX Financial Group, LLC 0.13% Reduce -1.9% 1,513 $675K
BlueSpruce Investments, LP 0.01% New 1,511 $674K
Spinnaker Trust 0.04% No change 1,503 $670K
Campbell Capital Management Inc. 0.29% New 1,500 $669K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.25% No change 1,500 $669K
Relyea Zuckerberg Hanson LLC 0.11% Add +6.4% 1,496 $667K
Nova R Wealth, Inc. 0.34% No change 1,492 $665K
Certuity, LLC 0.05% Reduce -3.4% 1,491 $665K
Magnolia Capital Advisors LLC 0.37% Reduce -27.3% 1,489 $664K
Alpha Cubed Investments, LLC 0.03% Add +1.7% 1,487 $663K
Hoxton Planning & Management, LLC 0.31% Add +1.7% 1,487 $663K
Park Place Capital Corp 0.21% Add +37.2% 1,486 $663K
Threadgill Financial, LLC 0.31% Add +6.0% 1,484 $662K
Crestmont Private Wealth LLC 0.32% Add +18.0% 1,478 $659K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +139.4% 1,463 $652K
Obermeyer Wealth Partners 0.04% Add +46.0% 1,463 $652K
Moneta Group Investment Advisors LLC 0.01% Add +9.9% 1,457 $650K
Verdence Capital Advisors LLC 0.06% Add +2.3% 1,455 $649K
New Hampshire Trust 0.15% No change 1,449 $646K
J. W. Coons Advisors, LLC 0.12% No change 1,443 $644K
Kendall Capital Management 0.21% Reduce -5.0% 1,435 $640K
Seeds Investor LLC 0.33% Add +37.7% 1,433 $639K
Balboa Wealth Partners 0.17% Reduce -22.8% 1,432 $639K
American Trust 0.05% New 1,429 $637K
Navellier & Associates Inc. 0.07% No change 1,426 $636K
Sage Mountain Advisors LLC 0.06% Add +37.2% 1,413 $630K
Buttonwood Financial Advisors Inc. 0.30% Reduce -0.9% 1,412 $630K
Nicholas Hoffman & Company, LLC. 0.03% Add +0.5% 1,410 $629K
Circle Wealth Management, LLC 0.01% Reduce -18.1% 1,396 $622K
Point72 Asia (Singapore) Pte. Ltd. 0.13% Reduce -70.2% 1,390 $620K
Heritage Trust Co 0.08% Reduce -35.4% 1,390 $620K
Catalina Capital Group, LLC 0.24% Add +3.4% 1,389 $620K
Richard W. Paul & Associates, LLC 0.24% Add +5.6% 1,387 $619K
Level Four Advisory Services, LLC 0.03% Add +15.6% 1,386 $618K
RiverPark Advisors, LLC 0.51% Reduce -5.1% 1,385 $618K
Trust Point Inc. 0.05% Reduce -7.5% 1,384 $617K
Keel Point, LLC 0.06% Add +8.4% 1,260 $617K
Naples Global Advisors, LLC 0.06% No change 1,374 $613K
Burney Co./ 0.02% Add +4.3% 1,365 $609K
Smart Money Group LLC 0.22% Add +15.1% 1,255 $608K
Heritage Wealth Management, Inc./Texas 0.38% No change 1,364 $608K
Wesbanco Bank Inc. 0.02% Reduce -0.4% 1,353 $603K
Allred Capital Management, LLC 0.23% Add +15.2% 1,345 $600K
Everett Harris & Co. 0.01% Add +51.5% 1,345 $600K
Financial Insights, Inc. 0.17% Reduce -18.4% 1,342 $599K
Bank of Marin 0.51% Reduce -6.1% 1,333 $595K
Vestmark Advisory Solutions, Inc. 0.02% Add +0.3% 1,323 $590K
Magellan Asset Management Ltd 0.01% Add +24.9% 1,314 $586K
Royal Capital Wealth Management, LLC 0.44% No change 1,300 $580K
First Affirmative Financial Network 0.40% Add +9.8% 1,299 $579K
Benchmark Investment Advisors LLC 0.41% Reduce -1.1% 1,283 $572K
Aquatic Capital Management LLC 0.02% Reduce -98.5% 1,280 $571K
Sfm, LLC 0.43% Add +1.8% 1,271 $567K
Little House Capital LLC 0.18% No change 1,270 $566K
Permanent Capital Management, LP 0.12% — 1,063 $561K
United Community Bank 0.23% Reduce -2.8% 1,252 $558K
Country Club Bank 0.04% No change 1,238 $556K
Ameliora Wealth Management Ltd. 0.25% No change 1,245 $555K
Wambolt & Associates, LLC 0.16% No change 1,243 $555K
Orrstown Financial Services Inc. 0.29% Reduce -5.3% 1,242 $554K
Principle Wealth Partners LLC 0.04% Add +4.1% 1,237 $552K
Smithfield Trust Co 0.03% Add +1.5% 1,246 $550K
Westwood Holdings Group Inc. 0.00% Add +0.5% 1,228 $548K
L2 Asset Management, LLC 0.16% Add +11.2% 1,227 $547K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -7.0% 1,224 $547K
Joule Financial, LLC 0.22% No change 1,222 $545K
Journey Strategic Wealth LLC 0.02% Add +136.2% 1,221 $545K
Chicago Partners Investment Group LLC 0.02% Reduce -2.8% 1,113 $544K
Catalyst Financial Partners LLC 0.12% Add +13.6% 1,217 $543K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.5% 1,216 $542K
Harbor Investment Advisory, LLC 0.06% Add +2.2% 1,214 $541K
Symmetry Partners, LLC 0.03% Reduce -18.5% 1,214 $541K
Dark Forest Capital Management LP 0.10% New 1,197 $534K
Diversified Trust Co. 0.02% Reduce -2.3% 1,197 $534K
Trueblood Wealth Management, LLC 0.30% Add +3.0% 1,196 $533K
Legacy Financial Advisors, Inc. 0.09% Add +5.3% 1,193 $532K
Virtue Capital Management, LLC 0.09% Reduce -7.6% 1,068 $529K
FJ Capital Management LLC 0.06% New 1,185 $529K
Tilia Fiduciary Partners, Inc. 0.41% Add +0.2% 1,174 $524K
Stamos Capital Partners, L.P. 0.11% New 1,170 $522K
Fulton Bank, N.A. 0.02% Add +21.9% 1,154 $515K
Beacon Bridge Wealth Partners, LLC 0.24% Add +1.8% 1,154 $515K
Dividend Assets Capital, LLC 0.10% Reduce -24.0% 1,148 $512K
Welch & Forbes LLC 0.01% Add +14.9% 1,112 $512K
Paulson Wealth Management Inc. 0.15% No change 1,145 $511K
1776 Wealth LLC 0.23% Add +1.2% 1,140 $508K
ORG Partners LLC 0.06% Add +492.7% 1,138 $508K
Wallace Advisory Group, LLC 0.37% Reduce -6.6% 1,139 $508K
Gen-Wealth Partners Inc 0.24% Add +10.7% 1,137 $507K
Ameritas Advisory Services, LLC 0.02% Add +1.3% 1,134 $506K
Meritage Portfolio Management 0.03% Reduce -4.0% 1,132 $505K
Kingswood Wealth Advisors, LLC 0.05% Add +7.7% 1,128 $503K
Cable Hill Partners, LLC 0.05% New 1,127 $503K
Dumont & Blake Investment Advisors LLC 0.07% Add +100.0% 1,124 $501K
Nwam LLC 0.15% Add +7.7% 1,123 $501K
Carret Asset Management, LLC 0.06% New 1,123 $501K
Proficio Capital Partners LLC 0.05% Reduce -6.6% 1,120 $499K
BSW Wealth Partners 0.08% Reduce -0.4% 1,114 $497K
Smith Shellnut Wilson LLC 0.24% No change 1,114 $497K
GC Wealth Management RIA, LLC 0.10% Reduce -14.0% 1,113 $496K
Morningstar Investment Services LLC 0.01% Add +43.9% 1,098 $493K
Kathmere Capital Management, LLC 0.05% Add +18.5% 1,101 $491K
Assetmark, Inc. 0.00% Reduce -87.0% 1,090 $486K
ICW Investment Advisors LLC 0.22% Reduce -0.5% 1,089 $486K
Sunbelt Securities, Inc. 0.05% Reduce -4.0% 1,088 $485K
HUB Investment Partners, LLC 0.02% Reduce -2.3% 1,088 $485K
Shulman DeMeo Asset Management LLC 0.13% Add +0.1% 1,087 $485K
Callan Capital, LLC 0.04% Add +2.3% 1,084 $483K
Elgethun Capital Management 0.12% No change 1,083 $483K
Global Retirement Partners, LLC 0.02% Add +80.8% 1,081 $482K
Heritage Wealth Management, LLC 0.27% Reduce -8.3% 1,076 $480K
Heritage Family Offices, LLP 0.27% — 1,076 $480K
WR Wealth Planners, LLC 0.15% Add +1.8% 1,076 $480K
Petrus Trust Company, LTA 0.04% No change 1,073 $479K
Quent Capital, LLC 0.05% Add +12.1% 1,068 $476K
Nilsine Partners, LLC 0.06% Add +2.4% 1,067 $476K
Empirical Asset Management, LLC 0.18% Add +182.6% 4,374 $470K
Applied Capital LLC 0.41% No change 1,052 $469K
Compound Planning, Inc. 0.03% Add +31.2% 1,052 $469K
Caldwell Trust Co 0.05% Add +30.7% 1,048 $467K
Accel Wealth Management 0.19% No change 1,043 $465K
Drive Wealth Management, LLC 0.13% Add +2.9% 1,042 $465K
West Family Investments, Inc. 0.14% Add +0.9% 1,040 $464K
Prosperity Financial Group, Inc. 0.29% Add +7.2% 1,039 $463K
Occudo Quantitative Strategies LP 0.08% New 1,038 $463K
Parkside Financial Bank & Trust 0.07% Add +4.4% 1,036 $462K
Centerpoint Advisors, LLC 0.17% Reduce -0.9% 1,035 $462K
First National Bank & Trust Co. of Newtown 0.09% New 1,028 $458K
Global X Japan Co., Ltd. 0.06% Add +10.8% 1,027 $458K
Rosenblum Silverman Sutton S F Inc. 0.12% Reduce -0.1% 1,023 $457K
Ayrshire Capital Management LLC 0.23% Add +2.3% 1,023 $456K
Alera Investment Advisors, LLC 0.05% Add +47.6% 1,023 $456K
Harris Associates (Oakmark Funds) 0.00% Reduce -2.5% 1,020 $455K
Vicus Capital 0.04% Add +1.0% 1,019 $455K
Gilbert & Cook, Inc. 0.07% Reduce -12.9% 1,015 $453K
Provenance Wealth Advisors, LLC 0.06% No change 1,014 $452K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -17.8% 1,014 $452K
West Michigan Advisors, LLC 0.14% Reduce -3.1% 1,011 $451K
SeaCrest Wealth Management, LLC 0.05% Add +5.9% 1,005 $448K
Regent Peak Wealth Advisors LLC 0.10% Add +2.3% 1,004 $448K
WMS Partners, LLC 0.03% Reduce -7.6% 1,004 $448K
Leo Wealth, LLC 0.05% Reduce -17.8% 1,003 $447K
Community Bank, N.A. 0.06% No change 1,001 $446K
CNB Bank 0.21% Reduce -5.0% 999 $446K
Embree Financial Group 0.09% Reduce -2.2% 994 $443K
Carnegie Investment Counsel 0.01% Reduce -4.1% 993 $443K
Allstate Corp. 0.04% Add +8.9% 991 $442K
Norden Group LLC 0.09% Add +11.9% 990 $442K
Founders Financial Alliance, LLC 0.13% Add +0.2% 990 $441K
Cromwell Holdings LLC 0.26% — 987 $440K
First Interstate Bank 0.03% Reduce -3.4% 985 $439K
Integrated Advisors Network LLC 0.02% Reduce -7.5% 982 $438K
Revisor Wealth Management LLC 0.30% Reduce -45.2% 982 $438K
Headinvest, LLC 0.09% No change 977 $436K
Gladstone Institutional Advisory LLC 0.02% Add +14.7% 974 $434K
Crewe Advisors LLC 0.05% Add +6.7% 970 $433K
Mill Creek Capital Advisors, LLC 0.01% Add +28.0% 968 $432K
Winthrop Capital Management, LLC 0.22% Add +1.3% 967 $431K
TFB Advisors LLC 0.14% Add +45.9% 963 $429K
First Trust Investment Solutions L.P. 0.06% Add +29.9% 961 $429K
Modera Wealth Management, LLC 0.01% Add +2.4% 960 $428K
Linscomb Wealth, Inc. 0.02% Add +15.4% 959 $428K
D.B. Root & Company, LLC 0.15% Add +2.4% 955 $426K
Cornerstone Wealth Advisors, Inc. 0.13% No change 955 $426K
Emerald Advisers, LLC 0.02% Reduce -21.6% 954 $425K
Richardson Financial Services Inc. 0.30% Reduce -9.3% 947 $422K
Fiduciary Group, LLC 0.05% Reduce -0.5% 945 $421K
Pinion Investment Advisors, LLC 0.21% Reduce -9.6% 937 $418K
Riverwater Partners LLC 0.31% Add +13.2% 935 $417K
Marietta Investment Partners LLC 0.09% No change 935 $417K
Tenon Financial LLC 0.32% No change 928 $414K
CreativeOne Wealth, LLC 0.02% Reduce -43.2% 920 $411K
Alpha Family Trust 0.24% No change 920 $410K
Sivia Capital Partners, LLC 0.27% Add +1.2% 911 $406K
LM Advisors LLC 0.08% No change 905 $404K
Plotkin Financial Advisors, LLC 0.26% No change 900 $401K
Alta Advisers Ltd 0.19% No change 900 $401K
Bison Wealth, LLC 0.07% No change 939 $399K
Strategic Blueprint, LLC 0.03% Reduce -0.3% 893 $398K
Joel Isaacson & Co., LLC 0.02% New 893 $398K
Aprio Wealth Management, LLC 0.07% Add +27.2% 889 $396K
Frisch Financial Group, Inc. 0.12% New 882 $394K
Howard Capital Management Group, LLC 0.03% No change 883 $394K
Clayton Financial Group LLC 0.17% No change 923 $393K
Houlihan Financial Resource Group, Ltd. 0.27% No change 879 $392K
Jackson Square Capital, LLC 0.10% No change 878 $392K
Great Diamond Partners, LLC 0.09% Reduce -1.2% 873 $389K
Cornerstone Wealth Management, LLC 0.03% Reduce -3.3% 870 $388K
Mitchell Sinkler & Starr 0.10% Add +5.3% 797 $386K
Bank of Stockton 0.12% No change 865 $386K
Sapient Capital LLC 0.01% Add +2.5% 863 $385K
Capital Asset Advisory Services LLC 0.02% Add +1.6% 836 $385K
Wealthcare Advisory Partners LLC 0.01% Add +23.9% 859 $383K
FDx Advisors, Inc. 0.11% Reduce -20.6% 855 $381K
Nixon Peabody Trust Co. 0.03% New 854 $381K
Epic Trust Investment Advisors, LLC 0.42% Add +3.9% 850 $379K
RFG Advisory, LLC 0.01% Add +74.9% 850 $379K
Philadelphia Trust Co. 0.03% No change 845 $377K
CYBER HORNET ETFs LLC 0.41% Add +0.7% 839 $374K
Matthew Goff Investment Advisor, LLC 0.08% No change 836 $373K
Convergence Financial, LLC 0.10% New 829 $370K
Acima Private Wealth, LLC 0.14% No change 826 $368K
Dana Investment Advisors, Inc. 0.01% Reduce -31.1% 821 $366K
Deerfield Management Company, L.P. 0.01% New 817 $364K
3Chopt Investment Partners, LLC 0.11% New 812 $362K
Optas, LLC 0.09% Add +2.0% 805 $359K
Cornerstone Wealth Group, LLC 0.03% New 802 $358K
180 Wealth Advisors, LLC 0.06% Reduce -2.1% 753 $356K
Olde Wealth Management, LLC 0.14% New 800 $356K
Pekin Hardy Strauss, Inc. 0.05% No change 797 $355K
Waddell & Associates, LLC 0.05% No change 797 $355K
Capital Advisors, Ltd. LLC 0.05% Add +4.0% 796 $355K
Fourpath Capital Management, LLC 0.26% Add +0.3% 794 $354K
Childress Capital Advisors, LLC 0.10% Add +1.4% 792 $353K
New Century Financial Group, LLC 0.15% Add +26.5% 788 $351K
Gainplan LLC 0.17% Add +7.4% 786 $351K
Portside Wealth Group, LLC 0.07% Reduce -9.1% 785 $350K
Azimuth Capital Investment Management LLC 0.01% No change 775 $346K
Burford Brothers, Inc. 0.20% No change 772 $344K
Samalin Investment Counsel, LLC 0.16% Add +29.8% 771 $344K
Keynote Financial Services LLC 0.29% No change 770 $343K
Taurus Asset Management, LLC 0.03% No change 766 $342K
Mayflower Financial Advisors, LLC 0.06% Add +3.9% 765 $341K
Summit Global Investments 0.02% Reduce -42.9% 764 $341K
Inscription Capital, LLC 0.06% Reduce -29.2% 764 $341K
Destination Wealth Management 0.01% Reduce -0.5% 762 $340K
Berry Wealth Group, LP 0.27% Add +11.9% 762 $340K
Concord Wealth Partners 0.06% Reduce -0.1% 759 $339K
Hoylecohen, LLC 0.03% No change 752 $335K
Violich Capital Management, Inc. 0.05% No change 750 $335K
Somerset Group LLC 0.30% No change 750 $335K
LB Partners LLC 0.28% No change 750 $335K
Pegasus Partners Ltd. 0.03% New 750 $335K
Ledyard National Bank 0.03% Add +0.9% 749 $334K
MJP Associates Inc. 0.07% Add +6.0% 748 $334K
Anchor Capital Advisors LLC 0.01% Reduce -1.1% 739 $330K
StoneX Group Inc. 0.03% Add +53.9% 734 $328K
Consolidated Portfolio Review Corp 0.08% New 731 $326K
Stablepoint Partners, LLC 0.06% Add +1.5% 666 $326K
MSH Capital Advisors LLC 0.11% Reduce -13.0% 731 $326K
ArrowMark Colorado Holdings LLC 0.00% No change 731 $326K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.0% 728 $325K
Shufro Rose & Co. LLC 0.03% Add +9.0% 727 $324K
Janiczek Wealth Management, LLC 0.07% Reduce -16.9% 725 $323K
Osborne Partners Capital Management, LLC 0.02% No change 725 $323K
Endowment Wealth Management, Inc. 0.23% Reduce -0.3% 723 $322K
M&R Capital Management Inc. 0.08% No change 720 $321K
City State Bank 0.13% No change 717 $320K
Manchester Capital Management LLC 0.04% Add +4.7% 713 $318K
Carr Financial Group Corp 0.10% Add +0.8% 712 $318K
Foguth Wealth Management, LLC. 0.14% Add +47.7% 712 $318K
Sculati Wealth Management, LLC 0.14% No change 709 $316K
Northwest Bancshares, Inc. 0.05% No change 709 $316K
Canopy Partners, LLC 0.15% Add +7.8% 705 $314K
Legacy Advisors, LLC 0.04% Add +14.3% 704 $314K
Fullerton Fund Management Co Ltd. 0.01% Reduce -97.6% 703 $314K
Integrated Investment Consultants, LLC 0.09% No change 736 $313K
Eclectic Associates Inc. 0.14% No change 702 $313K
Boit C F David 0.16% No change 700 $312K
Sandler Capital Management 0.06% No change 700 $312K
CVA Family Office, LLC 0.06% Add +0.6% 700 $312K
Barnes Pettey Financial Advisors, LLC 0.27% No change 698 $311K
Hardy Reed LLC 0.03% New 697 $311K
Simmons Bank 0.02% Reduce -2.4% 695 $310K
Peak Planning Group, LLC 0.15% Add +0.1% 695 $310K
Wealth Architects, LLC 0.04% Add +2.5% 694 $310K
Biltmore Family Office, LLC 0.06% No change 692 $309K
Meadow Creek Wealth Advisors LLC 0.29% Reduce -12.4% 689 $307K
Symphony Financial, Ltd. Co. 0.06% Reduce -12.8% 683 $306K
Patten & Patten Inc. 0.02% Reduce -6.8% 683 $305K
J. L. Bainbridge & Co., Inc. 0.03% Reduce -4.9% 682 $304K
Corundum Group, Inc. 0.12% No change 680 $303K
Bell Investment Advisors, Inc 0.06% Add +0.4% 680 $303K
Strategy Asset Managers LLC 0.07% Reduce -4.2% 756 $303K
Meridian Investment Counsel Inc. 0.10% No change 676 $301K
Grove Bank & Trust 0.05% No change 675 $301K
Appleton Partners Inc. 0.02% Reduce -2.7% 675 $301K
D'Orazio & Associates, Inc. 0.05% Add +13.4% 675 $301K
Wealthspire Advisors, LLC 0.00% Add +21.1% 672 $300K
Ifrah Financial Services, Inc. 0.08% Reduce -1.8% 670 $299K
Ascent Wealth Partners, LLC 0.04% Reduce -14.0% 670 $299K
NFSG Corp 0.11% Add +1861.8% 667 $297K
Capital Planning Advisors, LLC 0.05% Reduce -6.7% 666 $297K
Sand Hill Global Advisors, LLC 0.01% Reduce -0.6% 662 $295K
Veracity Capital LLC 0.12% Reduce -7.3% 658 $294K
XML Financial, LLC 0.03% Add +5.6% 658 $293K
Wrapmanager Inc. 0.08% Reduce -3.4% 656 $293K
Jaffetilchin Investment Partners, LLC 0.03% Add +3.0% 655 $292K
Values First Advisors, Inc. 0.18% Reduce -6.7% 655 $292K
AMG National Trust Bank 0.01% Add +4.8% 654 $292K
Rosenbaum Jay D. 1.68% Add +16.0% 653 $291K
Compass Wealth Management LLC 0.07% No change 653 $291K
Pasadena Private Wealth, LLC 0.07% No change 653 $291K
FWG Investments, LLC. 0.29% Reduce -12.0% 652 $291K
MRA Advisory Group 0.17% Reduce -30.5% 651 $291K
Lafayette Investments, Inc. 0.07% Add +8.5% 651 $290K
Cidel Asset Management Inc. 0.02% Add +10.0% 651 $290K
Advisor OS, LLC 0.03% Reduce -15.7% 650 $290K
Avalon Capital Management 0.09% Reduce -0.3% 649 $289K
Wellspring Financial Advisors, LLC 0.03% Add +8.3% 649 $289K
Stegent Equity Advisors, Inc. 0.30% Reduce -5.5% 648 $289K
Finivi Inc. 0.24% Reduce -4.2% 646 $288K
Ethos Financial Group, LLC 0.05% Add +12.0% 624 $286K
Personal Cfo Solutions, LLC 0.04% Add +8.3% 641 $286K
Campbell Wealth Management 0.09% No change 640 $285K
LVM Capital Management Ltd. 0.03% New 638 $285K
Gallagher Fiduciary Advisors, LLC 0.06% New 639 $285K
Gould Asset Management LLC 0.07% Add +4.9% 638 $285K
Romano Brothers and Company 0.04% Reduce -2.0% 638 $285K
TFC Financial Management, Inc. 0.05% No change 632 $282K
Traveka Wealth, LLC 0.14% Add +5.6% 627 $280K
Interchange Capital Partners, LLC 0.10% Add +28.5% 626 $279K
VeraBank, N.A. 0.09% No change 626 $279K
Vise Technologies, Inc. 0.05% New 626 $279K
Financial Network Wealth Advisors LLC 0.21% New 618 $279K
Advus Financial Partners, LLC 0.08% Add +8.9% 623 $278K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -93.0% 619 $276K
SPC Financial, Inc. 0.03% New 616 $275K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -24.7% 610 $272K
Busey Bank 0.01% Reduce -5.3% 609 $272K
Legacy Wealth Management, LLC / MS 0.11% No change 605 $270K
Physician Wealth Advisors, Inc. 0.05% Reduce -4.5% 552 $270K
Ted Buchan & Co 0.14% No change 604 $269K
Ruggaard & Associates LLC 0.12% Reduce -0.7% 603 $269K
Tyche Wealth Partners LLC 0.07% Add +0.2% 602 $268K
nVerses Capital, LLC 0.16% New 600 $268K
Peterson Wealth Services 0.09% Add +1.4% 596 $266K
Fermata Advisors, LLC 0.06% New 595 $266K
Courage Miller Partners, LLC 0.10% No change 595 $265K
Marco Investment Management LLC 0.02% No change 588 $262K
Affinity Capital Advisors, LLC 0.06% Reduce -0.2% 587 $262K
Oarsman Capital, Inc. 0.06% Add +1.2% 586 $261K
IVC Wealth Advisors LLC 0.15% Add +2.6% 582 $260K
Mitchell Capital Management Co. 0.05% Reduce -40.9% 581 $259K
Goldstein Advisors, LLC 0.04% Reduce -0.7% 581 $259K
Cascade Financial Partners, LLC 0.03% No change 581 $259K
Compass Ion Advisors, LLC 0.04% No change 607 $258K
Goodman Advisory Group, LLC 0.08% Reduce -12.2% 576 $257K
Capital Market Strategies LLC 0.16% No change 575 $256K
StrongBox Wealth, LLC 0.12% No change 575 $256K
Key Financial Inc 0.06% Add +46.0% 571 $255K
Forbes J M & Co. LLP 0.03% No change 569 $254K
First Nebraska Trust Co 0.03% No change 567 $253K
Marex Group Ltd 0.01% No change 565 $252K
Red Door Wealth Management, LLC 0.04% Reduce -6.8% 564 $252K
Northeast Financial Consultants Inc 0.01% No change 564 $252K
Hill Investment Group Partners, LLC 0.03% Add +1.4% 507 $251K
Bouchey Financial Group, Ltd. 0.02% Add +2.9% 564 $251K
Freedom Investment Management, Inc. 0.02% Reduce -13.5% 563 $251K
Convergence Investment Partners, LLC 0.07% Reduce -1.4% 562 $250K
Salem Investment Counselors Inc. 0.01% Reduce -10.6% 557 $248K
Balefire, LLC 0.09% Reduce -6.9% 556 $248K
Darwin Wealth Management, LLC 0.12% Add +11.0% 556 $248K
Wayfinding Financial, LLC 0.14% New 554 $247K
Renasant Bank 0.17% New 553 $247K
Phillips Wealth Planners LLC 0.26% Add +4.3% 528 $246K
Aviso Wealth Management 0.15% Add +5.3% 551 $246K
Concord Asset Management, LLC 0.06% Reduce -0.2% 549 $245K
Financial Alternatives, Inc 0.18% No change 548 $244K
Venture Visionary Partners LLC 0.01% Reduce -1.1% 546 $244K
Independent Financial Group, LLC 0.01% New 544 $243K
Blackston Financial Advisory Group, LLC 0.13% New 539 $240K
Liberty One Investment Management, LLC 0.03% Add +84.9% 538 $240K
Cary Street Partners Asset Management LLC 0.04% New 538 $240K
Calydon Capital 0.04% No change 537 $239K
Wilkins Investment Counsel Inc. 0.04% No change 535 $239K
Invenio Wealth Partners LLC 0.12% Reduce -40.7% 534 $238K
Ewa, LLC 0.10% Add +1.7% 478 $237K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 531 $237K
Copperwynd Financial, LLC 0.08% New 488 $237K
Fulton Breakefield Broenniman LLC 0.02% Add +0.4% 530 $236K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.3% 529 $236K
Deseret Mutual Benefit Administrators 0.11% Reduce -10.2% 529 $236K
Silver Lake Advisory, LLC 0.06% Reduce -4.3% 528 $236K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -4.0% 525 $234K
Adero Partners, LLC 0.02% Reduce -6.0% 519 $232K
Financial Perspectives, Inc 0.09% No change 519 $232K
Stephens Investment Management Group LLC 0.00% Add +2.0% 519 $231K
New Republic Capital, LLC 0.12% Add +4.0% 518 $231K
Covestor Ltd 0.15% Add +6.0% 516 $230K
McDaniel Terry & Co. 0.02% Reduce -12.7% 515 $230K
Pinnacle Bancorp, Inc. 0.07% No change 514 $229K
Moss Adams Wealth Advisors LLC 0.03% New 514 $229K
Callan Family Office, LLC 0.04% New 513 $229K
Five Oceans Advisors 0.12% Reduce -1.0% 512 $228K
Independent Wealth Network Inc. 0.11% Add +3.6% 512 $228K
Legacy PCG, LLC 0.14% No change 511 $228K
Trek Financial, LLC 0.02% Add +7.8% 511 $228K
Bragg Financial Advisors, Inc 0.01% Reduce -1.5% 511 $228K
Moody Aldrich Partners LLC 0.04% Add +0.6% 509 $227K
Arete Wealth Advisors, LLC 0.02% New 510 $227K
Sfmg, LLC 0.02% Reduce -0.2% 507 $226K
GGM Financial LLC 0.21% — 504 $225K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.9% 502 $224K
Claret Asset Management Corp 0.04% New 503 $224K
Ipswich Investment Management Co., Inc. 0.05% No change 501 $223K
TradeLink Capital LLC 0.64% New 500 $223K
Aurora Private Wealth, Inc. 0.20% No change 500 $223K
Rock Point Advisors, LLC 0.07% Reduce -13.0% 500 $223K
Traphagen Investment Advisors LLC 0.02% Reduce -23.7% 500 $223K
Sunpointe, LLC 0.14% New 498 $222K
Stratos Wealth Advisors, LLC 0.01% Reduce -50.2% 495 $221K
MGB Wealth Management, LLC 0.08% New 463 $221K
Next Capital Management LLC 0.09% New 495 $221K
Trust Co. of Toledo NA 0.03% No change 491 $219K
Grant/GrossMendelsohn, LLC 0.10% No change 490 $219K
Portland Global Advisors LLC 0.03% New 490 $219K
Scissortail Wealth Management, LLC 0.06% New 486 $217K
Hengehold Capital Management LLC 0.02% Add +0.8% 486 $217K
Hyperion Partners, LLC 0.15% New 484 $216K
Tandem Capital Management Corp. 0.12% New 475 $215K
Paragon Private Wealth Management, LLC 0.12% New 481 $215K
Moneco Advisors, LLC 0.03% New 481 $214K
EverSource Wealth Advisors, LLC 0.01% Add +1.6% 441 $213K
Smith Anglin Financial, LLC 0.02% No change 477 $213K
West Bancorporation Inc. 0.16% Reduce -1.0% 477 $213K
Moloney Securities Asset Management, LLC 0.03% New 477 $213K
Washington Trust Bank 0.02% Reduce -8.3% 476 $212K
CW Advisors, LLC 0.00% New 475 $212K
Argonautica Private Wealth Management, Inc. 0.07% No change 474 $211K
Aveo Capital Partners, LLC 0.02% Reduce -6.9% 473 $211K
Single Point Partners, LLC 0.36% Reduce -1.1% 470 $210K
Hendershot Investments Inc. 0.03% No change 470 $210K
Canal Capital Management, LLC 0.04% New 469 $209K
Avantax Planning Partners, Inc. 0.01% New 466 $208K
Novak & Powell Financial Services, Inc. 0.13% New 466 $208K
True North Advisors, LLC 0.06% Reduce -4.5% 465 $207K
Leonteq Securities AG 0.03% Reduce -39.4% 465 $207K
Wynn Capital, LLC 0.15% New 464 $207K
Corton Capital Inc. 0.11% New 462 $206K
Laffer Tengler Investments, Inc. 0.05% No change 462 $206K
Angeles Investment Advisors, LLC 0.01% New 462 $206K
Keyes, Stange & Wooten Wealth Management, LLC 0.14% New 458 $204K
Gerber Kawasaki Wealth & Investment Management 0.01% New 458 $204K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +8.8% 456 $203K
LVZ, Inc. 0.03% New 456 $203K
Stratos Investment Management, LLC 0.02% New 453 $202K
Eagle Bay Advisors LLC 0.12% Reduce -26.6% 453 $202K
Chapin Davis, Inc. 0.07% Reduce -9.9% 453 $202K
Nicolet Bankshares Inc. 0.04% New 453 $202K
Corsair Capital Management, L.P. 0.03% Reduce -97.8% 446 $202K
Systematic Alpha Investments, LLC 0.01% New 452 $202K
Gitterman Wealth Management, LLC 0.08% New 451 $201K
Enterprise Financial Services Corp 0.12% New 450 $201K
Diversified Portfolios, Inc. 0.03% New 449 $200K
General Partner, Inc. 0.13% Add +0.5% 443 $198K
Natixis Investment Managers International 0.01% No change 434 $194K
Bank of New Hampshire 0.05% No change 433 $193K
FNY Investment Advisers, LLC 0.13% New 430 $191K
Avalon Trust Co 0.01% No change 422 $188K
Planning Capital Management Corp 0.13% No change 418 $186K
Blue Chip Partners, LLC 0.02% Reduce -3.9% 418 $186K
Wetzel Investment Advisors, Inc. 0.10% Reduce -16.7% 420 $179K
Navera Investment Management Ltd. 0.00% No change 400 $178K
Kelly Financial Services LLC 0.06% Add +4.2% 399 $178K
One River Asset Management, LLC 0.09% Reduce -2.3% 390 $174K
Family Firm, Inc. 0.04% New 389 $173K
Avior Wealth Management, LLC 0.01% Reduce -60.5% 380 $169K
First Command Advisory Services, Inc. 0.00% Reduce -12.2% 376 $168K
Osterweis Capital Management Inc. 0.01% Reduce -3.0% 360 $161K
American National Bank & Trust 0.02% No change 356 $159K
St Germain D J Co. Inc. 0.01% Reduce -0.6% 346 $154K
Operose Advisors LLC 0.05% No change 336 $150K
Evermay Wealth Management LLC 0.02% No change 335 $149K
Security National Bank 0.02% No change 335 $149K
Hilltop National Bank 0.05% Reduce -0.3% 329 $147K
Versant Capital Management, Inc 0.04% Add +12.8% 327 $146K
Ransom Advisory, Ltd 0.07% No change 320 $143K
Sugarloaf Wealth Management, LLC 0.03% Add +0.9% 319 $142K
Bruce G. Allen Investments, LLC 0.12% Reduce -7.5% 307 $137K
HighMark Wealth Management LLC 0.08% No change 300 $134K
Halpern Financial, Inc. 0.04% Reduce -14.3% 300 $134K
Catalyst Funds Management Pty Ltd 0.04% Reduce -84.2% 300 $134K
DHJJ Financial Advisors, Ltd. 0.05% No change 281 $125K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 280 $125K
Tompkins Financial Corp. 0.01% No change 280 $125K
Cornerstone Planning Group LLC 0.04% Add +58.5% 260 $123K
CoreCap Advisors, LLC 0.01% Add +29.9% 274 $122K
Boyd Watterson Asset Management LLC 0.04% Reduce -8.4% 274 $122K
Webster Bank, N. A. 0.01% No change 274 $122K
International Assets Investment Management, LLC 0.01% New 267 $119K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 263 $117K
Tortoise Investment Management, LLC 0.01% Reduce -16.6% 246 $110K
Disciplina Capital Management LLC 0.02% No change 230 $103K
HHM Wealth Advisors, LLC 0.02% No change 229 $102K
Fairfield Financial Advisors, LTD 0.03% — 227 $101K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 226 $101K
State of Wyoming 0.02% Add +181.8% 217 $97K
Gradient Investments LLC 0.00% Add +1538.5% 213 $95K
Addison Advisors LLC 0.03% Add +6.5% 212 $95K
BOK Financial Private Wealth, Inc. 0.01% No change 211 $94K
Twin Tree Management, LP 0.00% Add +20.0% 210 $94K
Western Pacific Wealth Management, LP 0.07% Add +11.2% 209 $93K
Harbour Investments, Inc. 0.00% Reduce -3.2% 209 $93K
Tobam 0.01% Reduce -5.2% 201 $90K
West Paces Advisors Inc. 0.02% Reduce -5.2% 201 $90K
Dagco, Inc. 0.04% No change 200 $89K
Princeton Global Asset Management LLC 0.02% No change 200 $89K
PFS Partners, LLC 0.06% Reduce -0.5% 195 $87K
Indiana Trust & Investment Management Co 0.03% No change 195 $87K
JFS Wealth Advisors, LLC 0.01% Reduce -22.7% 194 $87K
MV Capital Management, Inc. 0.01% Add +5.0% 190 $85K
Transamerica Financial Advisors, LLC 0.01% No change 185 $83K
Mascoma Wealth Management LLC 0.02% Add +9.5% 185 $83K
Rise Advisors, LLC 0.04% No change 183 $82K
Arlington Trust Co LLC 0.02% No change 179 $80K
Hollencrest Capital Management 0.00% No change 178 $79K
E Fund Management (Hong Kong) Co., Ltd. 0.05% New 173 $77K
Ancora Advisors LLC 0.00% No change 168 $75K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +1020.0% 168 $75K
Carmichael Hill & Associates, Inc. 0.03% No change 167 $74K
Atticus Wealth Management, LLC 0.02% No change 154 $69K
Asset Dedication, LLC 0.00% Add +4.9% 151 $67K
Elevation Wealth Partners, LLC 0.03% No change 150 $67K
SYSTM Wealth Solutions LLC 0.01% Reduce -65.4% 150 $67K
Hall Laurie J Trustee 0.02% No change 145 $65K
FinTrust Capital Advisors, LLC 0.01% Add +38.1% 145 $65K
Painted Porch Advisors LLC 0.04% New 144 $64K
MCF Advisors LLC 0.00% Add +64.4% 143 $64K
Chilton Capital Management LLC 0.00% Add +540.9% 141 $63K
Geo Capital Gestora de Recursos Ltd 0.06% Add +7.1% 135 $60K
Clean Yield Group 0.02% No change 133 $59K
GoalVest Advisory LLC 0.02% Reduce -41.6% 129 $58K
Glen Eagle Advisors, LLC 0.01% Add +87.0% 129 $58K
McIlrath & Eck, LLC 0.01% No change 123 $55K
Geneos Wealth Management Inc. 0.00% Reduce -4.0% 121 $54K
Oakworth Capital, Inc. 0.00% Add +19.8% 121 $54K
Rosenberg Matthew Hamilton 0.02% No change 120 $54K
Clearstead Trust, LLC 0.01% No change 118 $53K
Hexagon Capital Partners LLC 0.01% Add +90.2% 116 $52K
Grayhawk Investment Strategies Inc. 0.23% No change 114 $51K
Armstrong Advisory Group, Inc. 0.00% No change 112 $50K
Pension & Wealth Management Advisors, Inc. 0.03% No change 110 $49K
Arrow Financial Corp 0.00% No change 110 $49K
Institutional & Family Asset Management, LLC 0.01% Add +13.8% 107 $48K
DT Investment Partners, LLC 0.00% No change 107 $48K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 104 $47K
Archer Investment Corp 0.01% No change 105 $47K
Riverview Trust Co 0.04% No change 105 $47K
New Millennium Group LLC 0.03% New 104 $46K
Centennial Bank 0.02% No change 100 $45K
Guardian Wealth Management, Inc. 0.03% No change 100 $45K
Rain Capital Management, LLC 0.03% Reduce -1.0% 102 $44K
Clarity Asset Management, Inc. 0.03% Add +1.1% 95 $42K
Pingora Partners LLC 0.03% No change 95 $42K
Raleigh Capital Management Inc. 0.02% Add +5.6% 95 $42K
GPS Wealth Strategies Group, LLC 0.01% No change 95 $42K
EdgeRock Capital LLC 0.03% New 94 $42K
West Branch Capital LLC 0.02% No change 94 $42K
EnRich Financial Partners LLC 0.01% No change 92 $41K
Horizon Bancorp Inc. 0.02% Reduce -21.6% 91 $41K
Frazier Financial Advisors, LLC 0.03% Add +2.3% 91 $41K
Fortis Group Advisors, LLC 0.01% No change 90 $40K
Carolinas Wealth Consulting LLC 0.01% Add +1.1% 90 $40K
Kathleen S. Wright Associates Inc. 0.02% Add +11.1% 80 $39K
Anfield Capital Management, LLC 0.02% New 86 $38K
Bangor Savings Bank 0.00% Reduce -2.3% 86 $38K
Exchange Traded Concepts, LLC 0.00% Add +34.9% 85 $38K
Meeder Asset Management Inc. 0.00% Reduce -85.5% 84 $37K
Fortitude Family Office, LLC 0.02% No change 82 $37K
Ridgewood Investments LLC 0.02% New 81 $36K
Aspect Partners, LLC 0.02% No change 77 $34K
Pacific Capital Wealth Advisors, Inc. 0.01% New 76 $34K
First Pacific Financial 0.01% Add +49.0% 73 $33K
Hobbs Group Advisors, LLC 0.01% — 70 $31K
Resources Management Corp. /CT/ 0.00% No change 70 $31K
Valued Wealth Advisors LLC 0.02% No change 68 $31K
Sachetta, LLC 0.01% Add +103.5% 59 $29K
Financial Management Professionals, Inc. 0.00% No change 63 $28K
Pacifica Partners Inc. 0.01% No change 61 $27K
HWG Holdings LP 0.01% — 61 $27K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +8.8% 62 $27K
Abound Wealth Management 0.01% Add +1.7% 59 $26K
Raffa Wealth Management, LLC 0.01% No change 59 $26K
Private Wealth Management Group, LLC 0.01% No change 58 $26K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -30.9% 47 $21K
Delos Wealth Advisors, LLC 0.02% No change 45 $20K
Valley Wealth Managers, Inc. 0.00% New 44 $20K
Cherry Tree Wealth Management, LLC 0.00% Add +144.4% 44 $19K
Creative Capital Management Investments LLC 0.01% No change 43 $19K
Beacon Capital Management, LLC 0.00% Add +55.6% 42 $19K
Bfsg, LLC 0.00% No change 42 $19K
DSM Capital Partners LLC 0.00% No change 42 $19K
TCTC Holdings, LLC 0.00% No change 41 $18K
PrairieView Partners, LLC 0.00% No change 41 $18K
Silicon Valley Capital Partners 0.00% No change 40 $18K
Valley National Advisers Inc. 0.00% Add +5.3% 40 $17K
Larson Financial Group LLC 0.00% Reduce -15.6% 38 $17K
Laurel Wealth Advisors LLC 0.00% No change 38 $17K
Washington Trust Advisors, Inc. 0.00% Reduce -24.0% 38 $17K
Dunhill Financial, LLC 0.01% Add +20.0% 36 $16K
Voisard Asset Management Group, Inc. 0.01% No change 35 $16K
Pineridge Advisors LLC 0.01% Add +41.7% 34 $15K
Hazlett, Burt & Watson, Inc. 0.01% No change 29 $14K
Mattson Financial Services, LLC 0.00% — 31 $14K
Annapolis Financial Services, LLC 0.00% No change 31 $14K
CBIZ Investment Advisory Services, LLC 0.00% No change 30 $13K
Tyler-Stone Wealth Management 0.01% No change 30 $13K
Proffitt & Goodson Inc. 0.00% New 30 $13K
Red Tortoise LLC 0.01% No change 30 $13K
Beaird Harris Wealth Management, LLC 0.00% Add +33.3% 28 $13K
RFP Financial Group LLC 0.00% Add +3.7% 28 $12K
SouthState Bank Corp 0.00% Reduce -22.9% 27 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $12K
Cedar Mountain Advisors, LLC 0.00% No change 26 $12K
Salomon & Ludwin, LLC 0.00% Reduce -71.4% 26 $12K
North Star Investment Management Corp. 0.00% No change 26 $12K
FWL Investment Management, LLC 0.01% New 25 $11K
Scarborough Advisors, LLC 0.00% Add +4.2% 25 $11K
LRI Investments, LLC 0.00% Reduce -21.9% 25 $11K
Hanson & Doremus Investment Management 0.00% No change 25 $11K
Redwood Wealth Management Group, LLC 0.01% New 23 $10K
New Age Alpha Advisors, LLC 0.01% New 23 $10K
Avion Wealth 0.00% Add +35.3% 23 $10K
SOA Wealth Advisors, LLC. 0.00% Reduce -4.5% 21 $9K
Coppell Advisory Solutions LLC 0.00% — 21 $9K
Global Financial Private Client, LLC 0.00% No change 19 $8K
Semmax Financial Advisors Inc. 0.00% New 16 $8K
Fairman Group, LLC 0.01% No change 17 $8K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 17 $8K
Unique Wealth Strategies, LLC 0.00% New 16 $7K
Belmont Capital, LLC 0.00% No change 15 $7K
Sittner & Nelson, LLC 0.00% No change 14 $6K
Financial Connections Group, Inc. 0.00% No change 14 $6K
First PREMIER Bank 0.00% New 14 $6K
Strategic Financial Concepts, LLC 0.00% New 11,249 $6K
Main Street Group, LTD 0.00% No change 13 $6K
SJS Investment Consulting Inc. 0.00% Reduce -88.1% 13 $6K
Lynx Investment Advisory 0.00% — 12 $5K
Front Row Advisors LLC 0.00% No change 12 $5K
Westside Investment Management, Inc. 0.00% New 12 $5K
Trifecta Capital Advisors, LLC 0.00% No change 12 $5K
USA Financial Formulas 0.00% Reduce -67.6% 12 $5K
JNBA Financial Advisors 0.00% No change 12 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 11 $5K
Aspire Private Capital, LLC 0.00% No change 11 $5K
Redmont Wealth Advisors LLC 0.01% No change 10 $4K
Richardson Capital Management LLC 0.00% New 10 $4K
Ruedi Wealth Management, Inc. 0.00% New 10 $4K
Riggs Asset Managment Co. Inc. 0.00% Add +42.9% 10 $4K
Stuart Chaussee & Associates, Inc. 0.00% No change 10 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 9 $4K
Highline Wealth Partners LLC 0.00% Add +12.5% 9 $4K
Atwood & Palmer Inc. 0.00% No change 9 $4K
Twin Lakes Capital Management, LLC 0.00% No change 8 $4K
Wolff Wiese Magana LLC 0.00% No change 8 $4K
ESL Trust Services, LLC 0.00% New 8 $4K
Tucker Asset Management LLC 0.00% Add +100.0% 8 $4K
Core Alternative Capital 0.00% No change 8 $4K
Nvwm, LLC 0.00% No change 7 $3K
Cultivar Capital, Inc. 0.00% New 6 $3K
Iron Horse Wealth Management, LLC 0.00% No change 6 $3K
Creekmur Asset Management LLC 0.00% New 6 $3K
Private Ocean, LLC 0.00% New 6 $3K
Caitlin John, LLC 0.00% No change 5 $2K
Castleview Partners, LLC 0.00% Reduce -98.4% 5 $2K
Contravisory Investment Management, Inc. 0.00% No change 5 $2K
Country Trust Bank 0.00% Reduce -98.5% 5 $2K
WestEnd Advisors, LLC 0.00% Add +400.0% 5 $2K
ClariVest Asset Management LLC 0.00% No change 4 $2K
TD Capital Management LLC 0.00% No change 4 $2K
Fairway Wealth LLC 0.00% New 4 $2K
Northwest Capital Management Inc 0.00% Reduce -85.2% 4 $2K
Cedar Wealth Management, LLC 0.00% No change 4 $2K
Investors Research Corp 0.00% No change 4 $2K
Creative Financial Designs Inc. 0.00% No change 3 $1K
Kimelman & Baird, LLC 0.00% — 3 $1K
PEAK6 Investments LLC 0.00% Reduce -99.8% 2 $909
WealthCollab, LLC 0.00% Reduce -71.4% 2 $892
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.8% 1 $446
Y.D. More Investments Ltd 0.00% New 171 $203

"% of holder's portfolio" is SPGI's weight in each manager's 13F, not the share of S&P Global Inc. the manager owns.